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NextEra Energy
NEE

Name Holding Trade Value Shares
Change 		Change in
Stake
CH
2076
Cromwell Holdings
Wyoming
$347K +$258K +3,719 +291%
CCA
2077
Catalyst Capital Advisors
New York
$346K +$63.3K +912 +22%
CAM
2078
Covenant Asset Management
New Jersey
$346K – – –
MWP
2079
Madison Wealth Partners
Wisconsin
$345K +$27.3K +393 +9%
MG
2080
Marex Group
$345K +$114K +1,639 +49%
PCM
2081
Pointe Capital Management
Michigan
$345K – – –
CV
2082
Counterweight Ventures
North Carolina
$344K +$13.9K +200 +4%
HIG
2083
Heritage Investment Group
Florida
$344K -$46.8K -674 -12%
NCTC
2084
New Covenant Trust Company
Indiana
$344K +$903 +13 +0.3%
SAM
2085
Strategy Asset Managers
California
$343K -$47.7K -687 -12%
DWM
2086
Diversify Wealth Management
Utah
$343K -$37.5K -540 -10%
MIM
2087
Merrion Investment Management
New Jersey
$343K -$144K -2,075 -30%
CRWM
2088
Castle Rock Wealth Management
California
$342K +$1.39K +20 +0.4%
CCC
2089
Chelsea Counsel Company
California
$342K – – –
ML
2090
McAdam LLC
Pennsylvania
$341K -$10.4K -150 -3%
FNBSF
2091
First National Bank Sioux Falls
South Dakota
$341K – – –
PCFFS
2092
Pacific Center for Financial Services
California
$341K -$39.5K -568 -10%
GWSG
2093
GPS Wealth Strategies Group
Colorado
$341K -$27.4K -395 -7%
RWP
2094
Revolve Wealth Partners
New Jersey
$340K -$9.59K -138 -3%
IWA
2095
Invera Wealth Advisors
Oregon
$339K +$278 +4 +0.1%
PWPS
2096
Pinnacle Wealth Planning Services
Ohio
$339K +$38.3K +551 +13%
GKIM
2097
GW&K Investment Management
Massachusetts
$339K +$23.8K +343 +8%
RWA
2098
River Wealth Advisors
Pennsylvania
$337K -$4.45K -64 -1%
PSFG
2099
Prairie Sky Financial Group
Illinois
$337K +$2.5K +36 +0.7%
SIA
2100
SGL Investment Advisors
Montana
$337K +$323K +4,651 New
82 83
84
85 86