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NextEra Energy
NEE

Name Holding Trade Value Shares
Change 		Change in
Stake
WAS
1851
Winch Advisory Services
Wisconsin
$695K +$70.8K +783 +11%
KFS
1852
Keynote Financial Services
Connecticut
$694K +$38.2K +422 +6%
MLL
1853
Moody Lynn & Lieberson
Massachusetts
$694K +$19.2K +212 +3%
TTWM
1854
TCV Trust & Wealth Management
Virginia
$693K +$63.9K +706 +10%
RWB
1855
RMR Wealth Builders
New Jersey
$692K +$12K +133 +2%
WFA
1856
Wedbush Fund Advisers
California
$689K +$710K +7,854 New
TA
1857
Tectonic Advisors
Texas
$689K +$710K +7,847 New
SSWM
1858
Sheets Smith Wealth Management
North Carolina
$688K +$7.96K +88 +1%
HCM
1859
Hollencrest Capital Management
California
$687K +$87.8K +971 +14%
PCM
1860
Permanent Capital Management
Illinois
$685K – – –
TLA
1861
Tanglewood Legacy Advisors
Texas
$685K – – –
LAS
1862
LWM Advisory Services
Florida
$684K -$46.9K -519 -6%
TIP
1863
Tandem Investment Partners
New Jersey
$682K +$2.26K +25 +0.3%
CA
1864
Crumly & Associates
Illinois
$678K +$4.25K +47 +0.6%
W
1865
Wealthquest
Ohio
$675K -$20.9K -231 -3%
APW
1866
Allied Private Wealth
Florida
$674K +$697K +7,703 New
CIAM
1867
Caitong International Asset Management
Hong Kong
$673K +$692K +7,645 +31,854%
NAS
1868
NWF Advisory Services
California
$673K +$28.5K +315 +4%
MW
1869
MBL Wealth
North Carolina
$672K +$198K +2,184 +40%
TWM
1870
Tradition Wealth Management
Minnesota
$672K +$6.51K +72 +0.9%
EFM
1871
E Fund Management
China
$671K -$362 -4 -0.1%
BWA
1872
Basecamp Wealth Advisors
Washington
$671K -$1.63K -18 -0.2%
SIA
1873
SeaBridge Investment Advisors
New Jersey
$671K +$341K +3,773 +97%
HNWAG
1874
High Net Worth Advisory Group
Florida
$671K +$264K +2,916 +62%
BIG
1875
Brookwood Investment Group
Arizona
$671K -$23.5K -260 -3%
73 74
75
76 77