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NextEra Energy
NEE

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
2076
Fermata Advisors
California
$212K +$255K +3,687 New
SWM
2077
Silverlake Wealth Management
Vermont
$211K +$42.3K +611 +20%
SA
2078
Syntax Advisors
New York
$211K +$26.4K +382 +12%
VCG
2079
Vantage Consulting Group
Virginia
$211K +$26.4K +382 +12%
AC
2080
ASB Consultores
Florida
$211K -$108K -1,562 -30%
WA
2081
Waddell & Associates
Tennessee
$211K -$3.05K -44 -1%
CWM
2082
Centric Wealth Management
Illinois
$210K – – –
TSWM
2083
Tyler-Stone Wealth Management
Ohio
$209K – – –
MCM
2084
Mengis Capital Management
Oregon
$208K – – –
AWM
2085
Austin Wealth Management
Texas
$208K +$250K +3,608 New
CFS
2086
Commonwealth Financial Services
West Virginia
$208K +$251K +3,624 New
BDWCC
2087
B&D White Capital Company
Texas
$207K +$251K +3,620 New
OBWP
2088
O'Brien Wealth Partners
Massachusetts
$207K +$208 +3 +0.1%
OL
2089
Optas LLC
Texas
$207K +$1.52K +22 +0.6%
SWM
2090
Stockman Wealth Management
Montana
$206K +$1.8K +26 +0.7%
OFS
2091
OneAscent Financial Services
Alabama
$206K +$249K +3,604 New
TF
2092
Theory Financial
Colorado
$206K – – –
FFA
2093
Fi3 Financial Advisors
Indiana
$205K +$248K +3,580 New
DAM
2094
Draper Asset Management
New York
$205K -$1.11K -16 -0.4%
PFWA
2095
Paces Ferry Wealth Advisors
Georgia
$205K -$63.3K -915 -20%
MIM
2096
Marco Investment Management
Georgia
$204K -$65.8K -951 -21%
PMG
2097
Private Management Group
California
$204K +$37.7K +545 +18%
OPCM
2098
Osborne Partners Capital Management
California
$204K +$3.05K +44 +1%
ACA
2099
Affinity Capital Advisors
California
$204K +$12K +174 +5%
BP
2100
BCK Partners
New York
$203K +$27.7K +400 +13%
82 83
84
85 86