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NextEra Energy
NEE

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1826
Synergy Asset Management
Washington
$620K -$1.18M -14,305 -65%
HCG
1827
Haven Capital Group
California
$619K -$45.2K -546 -7%
PCM
1828
Permanent Capital Management
Illinois
$619K +$49.4K +596 +8%
MLL
1829
Moody Lynn & Lieberson
Massachusetts
$618K +$248 +3 +0%
CAI
1830
Capital Advisors Inc
Oklahoma
$618K +$2.73K +33 +0.4%
TF
1831
Tudor Financial
Ohio
$616K +$13.7K +165 +2%
FMI
1832
Frec Markets Inc
California
$616K +$635K +7,667 New
SSWM
1833
Sheets Smith Wealth Management
North Carolina
$615K +$8.12K +98 +1%
IRP
1834
Investment Research Partners
Pennsylvania
$615K +$911 +11 +0.1%
CHAM
1835
Clear Harbor Asset Management
Connecticut
$614K +$26.8K +324 +4%
CA
1836
Crumly & Associates
Illinois
$614K -$10.6K -128 -2%
W
1837
Wealthquest
Ohio
$614K +$634K +7,651 New
BWA
1838
Basecamp Wealth Advisors
Washington
$614K +$633K +7,647 New
PAS
1839
PKS Advisory Services
New York
$610K -$25.8K -312 -4%
LI
1840
LRI Investments
Florida
$610K -$227K -2,745 -27%
AA
1841
Advisory Advocates
Michigan
$610K +$629K +7,596 New
BWP
1842
Barlow Wealth Partners
Kentucky
$610K +$19.9K +240 +3%
AIS
1843
American Investment Services
Massachusetts
$609K – – –
ASC
1844
Ares Systematic Credit
$608K +$978K +11,809 New
CYG
1845
Clean Yield Group
Vermont
$607K – – –
WC
1846
Whitney & Co
New York
$607K +$626K +7,558 New
RPGK
1847
Retirement Planning Group (Kansas)
Kansas
$606K -$64.6K -780 -9%
MAFA
1848
MJT & Associates Financial Advisory
Minnesota
$605K -$10.7K -129 -2%
PFT
1849
Providence First Trust
Arizona
$605K -$690K -8,330 -52%
HDIM
1850
Hanson & Doremus Investment Management
Vermont
$604K -$2.32K -28 -0.4%
72 73
74
75 76