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NextEra Energy
NEE

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1876
Concentrum Wealth Management
California
$659K +$129K +1,423 +23%
PAS
1877
PKS Advisory Services
New York
$658K -$44.6K -493 -6%
RPGK
1878
Retirement Planning Group (Kansas)
Kansas
$658K +$51.8K +573 +8%
GHA
1879
Good Harbor Advisors
Massachusetts
$655K -$26.1K -288 -4%
BO
1880
Bank OZK
Arkansas
$655K -$24.7K -273 -4%
FFG
1881
Frisch Financial Group
New York
$655K -$53.7K -594 -7%
CPWA
1882
Cerro Pacific Wealth Advisors
California
$655K -$28.9K -320 -4%
PW
1883
Paladin Wealth
Minnesota
$654K +$112K +1,243 +20%
FWM
1884
FMA Wealth Management
Massachusetts
$653K – – –
PHIC
1885
Pine Haven Investment Counsel
Massachusetts
$653K +$24.9K +275 +4%
MFGM
1886
Marshall Financial Group (Maryland)
Maryland
$653K -$77.2K -853 -10%
CM
1887
Capula Management
Cayman Islands
$651K +$51.3K +567 +8%
GIA
1888
Gateway Investment Advisers
Ohio
$650K -$394K -4,354 -37%
CYG
1889
Clean Yield Group
Vermont
$646K – – –
ALAM
1890
Asahi Life Asset Management
Japan
$645K +$354K +3,918 +114%
RPWA
1891
Regent Peak Wealth Advisors
Georgia
$645K +$7.42K +82 +1%
RDWM
1892
Red Door Wealth Management
Tennessee
$644K +$195K +2,151 +41%
AA
1893
Advisory Advocates
Michigan
$644K -$71K -785 -10%
ES
1894
Eagle Strategies
New York
$643K +$1.27K +14 +0.2%
EW
1895
Evexia Wealth
Wisconsin
$641K +$127K +1,404 +23%
FTUS
1896
Flow Traders U.S.
New York
$641K +$660K +7,300 New
LWANC
1897
Laurel Wealth Advisors (North Carolina)
North Carolina
$640K +$659K +7,289 New
PAW
1898
Plan A Wealth
Nebraska
$638K +$57.5K +636 +10%
ACM
1899
Armbruster Capital Management
New York
$638K – – –
ACM
1900
Accent Capital Management
Ohio
$638K +$657K +7,265 New
74 75
76
77 78