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NextEra Energy
NEE

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
1926
PBMares Wealth Management
Virginia
$356K -$2.85K -33 -0.9%
EF
1927
Exeter Financial
Arizona
$356K – – –
BCB
1928
Brian C. Broderick
$355K – – –
AWM
1929
Affinity Wealth Management
Delaware
$355K +$22.6K +261 +6%
BBA
1930
Braun-Bostich & Associates
Pennsylvania
$355K +$372K +4,299 New
CA
1931
Carson Advisory
Georgia
$354K +$328K +3,795 New
PCS
1932
Personal CFO Solutions
New Jersey
$353K +$51.9K +600 +19%
WCWM
1933
Willow Creek Wealth Management
California
$352K +$1.81K +21 +0.6%
CFO
1934
Collective Family Office
Pennsylvania
$351K +$18.4K +213 +6%
CI
1935
Carroll Investors
South Carolina
$350K +$325K +3,760 New
MI
1936
Moneywise Inc
Virginia
$349K -$28.3K -327 -8%
BCPWM
1937
Bradley & Co Private Wealth Management
Florida
$349K – – –
WCM
1938
WealthBridge Capital Management
Ohio
$349K +$39.2K +454 +14%
NF
1939
Norwood Financial
Pennsylvania
$349K +$323K +3,740 New
1WA
1940
180 Wealth Advisors
Washington
$348K -$9.94K -115 -3%
WA
1941
Waverly Advisors
Alabama
$345K -$87.1K -1,008 -18%
PFWA
1942
Paces Ferry Wealth Advisors
Georgia
$345K -$7.69K -89 -2%
1IA
1943
1834 Investment Advisors
Wisconsin
$345K – – –
FAG
1944
Fortitude Advisory Group
Washington
$345K +$319K +3,692 New
AGP
1945
Autumn Glory Partners
Texas
$345K +$320K +3,699 New
JWA
1946
JFS Wealth Advisors
Pennsylvania
$344K +$9.25K +107 +3%
OFS
1947
OneAscent Financial Services
Alabama
$343K +$5.79K +67 +2%
HC
1948
Henshaw Capital
Massachusetts
$343K – – –
CFA
1949
Cahill Financial Advisors
Minnesota
$342K +$259 +3 +0.1%
KTC
1950
Kistler-Tiffany Companies
Pennsylvania
$342K +$259 +3 +0.1%
76 77
78
79 80