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NextEra Energy
NEE

Name Holding Trade Value Shares
Change 		Change in
Stake
IFS
1926
Ifrah Financial Services
Arkansas
$339K – – –
MFG
1927
Monte Financial Group
Connecticut
$339K – – –
SC
1928
Saturna Capital
Washington
$339K – – –
GTCM
1929
Gyon Technologies Capital Management
New Jersey
$336K -$53.1K -662 -14%
AR
1930
Advisory Research
Illinois
$336K +$318K +3,970 New
CA
1931
Claro Advisors
Massachusetts
$335K – – –
1WA
1932
180 Wealth Advisors
Washington
$334K -$10.2K -127 -3%
MTC
1933
Matrix Trust Company
Colorado
$334K +$316K +3,945 New
MS
1934
Marshall & Sullivan
Washington
$333K – – –
WA1
1935
Wimmer Associates 1
California
$333K +$6.01K +75 +2%
GC
1936
Garde Capital
Washington
$331K – – –
SAM
1937
SignalPoint Asset Management
Missouri
$331K +$561 +7 +0.2%
MWA
1938
Meridian Wealth Advisors
Texas
$331K +$69.7K +870 +29%
KCFA
1939
Key Client Fiduciary Advisors
New Jersey
$330K -$4.89K -61 -2%
MI
1940
Moneywise Inc
Virginia
$329K +$11.2K +140 +4%
WA
1941
Wealth Architects
California
$328K -$2.24K -28 -0.7%
LBA
1942
Lowell Blake & Associates
Massachusetts
$328K +$106K +1,328 +52%
NL
1943
Navalign LLC
California
$326K +$27.8K +347 +8%
AC
1944
Addison Capital
Pennsylvania
$326K +$308K +3,842 New
JWA
1945
JFS Wealth Advisors
Pennsylvania
$325K +$12.5K +156 +4%
EFM
1946
E Fund Management
China
$324K -$40.2K -501 -12%
S
1947
Surevest
California
$324K – – –
SFM
1948
Stack Financial Management
Montana
$324K +$306K +3,820 New
OSNBOA
1949
Old Second National Bank of Aurora
Illinois
$323K – – –
PWM
1950
PBMares Wealth Management
Virginia
$323K – – –
76 77
78
79 80