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NextEra Energy
NEE

Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
1926
Cardiff Park Advisors
California
$475K – – –
PAS
1927
Professional Advisory Services
Florida
$475K – – –
FNC
1928
First National Corp
Massachusetts
$474K -$28.5K -367 -5%
RIM
1929
Rockbridge Investment Management
New York
$474K +$117K +1,500 +29%
PA
1930
PharVision Advisers
Florida
$473K +$512K +6,591 New
TW
1931
TritonPoint Wealth
Maryland
$471K -$16.5K -212 -3%
PHK
1932
Point72 Hong Kong
Hong Kong
$469K +$508K +6,539 New
BONH
1933
Bank of New Hampshire
New Hampshire
$467K -$7.77K -100 -2%
ACM
1934
Armbruster Capital Management
New York
$466K -$3.57K -46 -0.7%
GF
1935
Gries Financial
Ohio
$466K +$107K +1,375 +27%
CPBTD
1936
Central Pacific Bank - Trust Division
Hawaii
$466K -$210K -2,703 -29%
AR
1937
Advisory Research
Illinois
$465K – – –
PP
1938
Peconic Partners
New York
$465K – – –
TWM
1939
Tradition Wealth Management
Minnesota
$465K +$21.6K +278 +4%
PPW
1940
Parcion Private Wealth
Washington
$464K – – –
ACM
1941
Argyle Capital Management
Pennsylvania
$464K – – –
CWP
1942
Curated Wealth Partners
California
$463K +$94.9K +1,221 +23%
TAM
1943
Titleist Asset Management
Texas
$462K -$327K -4,212 -40%
HDIM
1944
Hanson & Doremus Investment Management
Vermont
$462K +$171K +2,196 +52%
MSWM
1945
McGlone Suttner Wealth Management
Wisconsin
$461K -$51.2K -659 -9%
PFW
1946
Petros Family Wealth
Minnesota
$460K +$498K +6,413 New
SMA
1947
Seven Mile Advisory
New Jersey
$458K +$19.4K +250 +4%
CHAM
1948
Clear Harbor Asset Management
Connecticut
$458K +$215K +2,771 +77%
CMI
1949
Clare Market Investments
Texas
$456K +$2.02K +26 +0.4%
PWM
1950
Palumbo Wealth Management
New York
$455K -$36.5K -470 -7%
76 77
78
79 80