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NextEra Energy
NEE

Name Holding Trade Value Shares
Change 		Change in
Stake
SEP
2101
Southland Equity Partners
Missouri
$257K – – –
MAM
2102
McLean Asset Management
Virginia
$257K -$74.2K -859 -22%
MA
2103
MJP Associates
Connecticut
$256K +$3.28K +38 +1%
RFA
2104
RTD Financial Advisors
Pennsylvania
$256K +$237K +2,740 New
AC
2105
ASB Consultores
Florida
$255K +$236K +2,734 New
PWM
2106
PRW Wealth Management
Massachusetts
$254K +$234K +2,712 New
CFA
2107
Capstone Financial Advisors
Illinois
$252K – – –
TIA
2108
Trust Investment Advisors
Indiana
$252K +$233K +2,698 New
NWMG
2109
National Wealth Management Group
Ohio
$252K +$233K +2,695 New
KCM
2110
Kathmere Capital Management
Pennsylvania
$251K -$49.3K -571 -18%
AO
2111
Advisor OS
Illinois
$251K +$234K +2,702 New
RWG
2112
Ratio Wealth Group
Colorado
$249K – – –
AWP
2113
Abacus Wealth Partners
California
$249K – – –
IFA
2114
Interactive Financial Advisors
Illinois
$249K +$1.73K +20 +0.8%
OC
2115
Oarsman Capital
Wisconsin
$248K – – –
RFM
2116
Royal Fund Management
Florida
$248K +$230K +2,662 New
SW
2117
SteelPeak Wealth
California
$247K -$96.1K -1,112 -30%
AI
2118
Accredited Investors
Minnesota
$247K +$2.07K +24 +0.9%
XS
2119
XR Securities
Illinois
$247K +$229K +2,644 New
FVWA
2120
Foster Victor Wealth Advisors
South Carolina
$247K +$250K +2,897 New
CF
2121
Corrigan Financial
Rhode Island
$246K +$346 +4 +0.2%
HCM
2122
Howard Capital Management
Georgia
$246K +$228K +2,633 New
BAG
2123
Briggs Advisory Group
Rhode Island
$246K +$228K +2,636 New
GA
2124
Greenspring Advisors
Maryland
$246K +$228K +2,636 New
GFPC
2125
Global Financial Private Client
Florida
$246K +$61.4K +710 +37%
83 84
85
86 87