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NextEra Energy
NEE

Name Holding Trade Value Shares
Change 		Change in
Stake
TWP
2076
Tower Wealth Partners
Pennsylvania
$260K – – –
MFG
2077
Monte Financial Group
Connecticut
$260K – – –
SFG
2078
SNS Financial Group
Minnesota
$260K -$2.12K -28 -0.8%
TCM
2079
Towercrest Capital Management
Pennsylvania
$259K -$2.8K -37 -1%
BWP
2080
Balboa Wealth Partners
Arizona
$258K +$16K +211 +6%
WPW
2081
Watershed Private Wealth
Illinois
$258K – – –
CAM
2082
Concorde Asset Management
Michigan
$258K +$263K +3,473 New
AWMG
2083
Alliance Wealth Management Group
New Jersey
$257K -$2.8K -37 -1%
DS
2084
DRW Securities
Illinois
$257K +$262K +3,462 New
ICP
2085
Interchange Capital Partners
Pennsylvania
$257K -$915K -12,082 -78%
WA
2086
Waterford Advisors
New York
$256K -$2.95K -39 -1%
PPW
2087
Presilium Private Wealth
Pennsylvania
$256K -$174K -2,299 -40%
HIC
2088
Harvey Investment Company
Kentucky
$255K -$7.57K -100 -3%
LCM
2089
Leisure Capital Management
California
$254K -$5.3K -70 -2%
JCM
2090
Jacobsen Capital Management
Utah
$254K -$5.75K -76 -2%
PP
2091
Pacifica Partners
Canada
$254K – – –
HC
2092
Hamilton Capital
Ohio
$254K -$56.9K -752 -18%
CWM
2093
Concentric Wealth Management
California
$252K -$24.6K -325 -9%
ACA
2094
Affinity Capital Advisors
California
$251K +$5.15K +68 +2%
EFM
2095
E Fund Management
China
$251K -$24.4K -322 -9%
KMWM
2096
Keudell/Morrison Wealth Management
Oregon
$251K -$2.95K -39 -1%
DWA
2097
Dougherty Wealth Advisers
Minnesota
$250K – – –
CFG
2098
Carr Financial Group
Massachusetts
$250K +$6.74K +89 +3%
VT
2099
Vise Technologies
New York
$250K +$7.95K +105 +3%
LA
2100
Legacy Advisors
Pennsylvania
$250K +$26K +343 +11%
82 83
84
85 86