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NextEra Energy
NEE

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
2201
Marathon Capital Management
Maryland
$214K – – –
SA
2202
Sage Advisors
Colorado
$213K – – –
LFG
2203
Lockerman Financial Group
California
$213K +$195K +3,332 New
DCM
2204
DGS Capital Management
New Jersey
$213K +$195K +3,327 New
EFG
2205
Ehrlich Financial Group
California
$212K -$13.4K -229 -6%
GWMR
2206
GC Wealth Management RIA
Massachusetts
$212K +$195K +3,321 New
SWM
2207
Stockman Wealth Management
Montana
$212K -$35.8K -611 -16%
OWA
2208
ORBA Wealth Advisors
Illinois
$212K – – –
HBT
2209
Heartland Bank & Trust
Illinois
$211K +$194K +3,309 New
JWA
2210
JFS Wealth Advisors
Pennsylvania
$211K -$10.4K -178 -5%
MWP
2211
Meridian Wealth Partners
Pennsylvania
$211K +$194K +3,305 New
CWM
2212
CarsonAllaria Wealth Management
Illinois
$211K +$117 +2 +0.1%
MF
2213
Meridian Financial
Massachusetts
$211K – – –
APWA
2214
Atlas Private Wealth Advisors
New Jersey
$211K -$203K -3,467 -51%
PMG
2215
Private Management Group
California
$211K -$996 -17 -0.5%
AP
2216
Appleton Partners
Massachusetts
$210K -$123K -2,095 -39%
AWM
2217
Aprio Wealth Management
Georgia
$210K +$192K +3,280 New
TFA
2218
Trinity Financial Advisors
Ohio
$208K +$191K +3,252 New
CB
2219
Centennial Bank
Arkansas
$207K -$21K -359 -10%
OCM
2220
One Capital Management
California
$207K +$190K +3,243 New
CCM
2221
Crew Capital Management
Ohio
$207K +$189K +3,233 New
PIA
2222
Perennial Investment Advisors
California
$206K +$189K +3,231 New
AWM
2223
Angeles Wealth Management
California
$206K +$189K +3,230 New
CBB
2224
Citizens Business Bank
California
$206K +$189K +3,225 New
ACA
2225
Affinity Capital Advisors
California
$206K -$12.7K -217 -6%
87 88
89
90 91