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NextEra Energy
NEE

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
2301
GDS Wealth Management
Texas
$260K – – –
OAJ
2302
Ogorek Anthony Joseph
New York
$260K +$546 +7 +0.2%
VC
2303
Vicus Capital
Pennsylvania
$259K -$216K -2,771 -47%
TNBTD
2304
Trustmark National Bank Trust Department
Mississippi
$259K -$31.9K -409 -12%
CWMS
2305
Cannon Wealth Management Services
North Carolina
$258K +$238K +3,048 New
LOIP
2306
Live Oak Investment Partners
Texas
$255K – – –
MIM
2307
Marco Investment Management
Georgia
$255K -$11.7K -150 -5%
NWM
2308
Northwest Wealth Management
Iowa
$255K +$1.33K +17 +0.6%
TFA
2309
Trinity Financial Advisors
Ohio
$254K -$3.75K -48 -1%
LKIM
2310
Lawson Kroeker Investment Management
Nebraska
$254K -$101K -1,300 -30%
CC
2311
Cornerstone Capital
California
$254K – – –
WLG
2312
Williamson Legacy Group
Indiana
$253K +$234K +2,996 New
LFP
2313
Lakeshore Financial Planning
Michigan
$253K +$2.03K +26 +0.9%
AP
2314
Appleton Partners
Massachusetts
$253K -$10.1K -130 -4%
SRL
2315
Scientech Research LLC
New Jersey
$252K +$232K +2,979 New
NWAG
2316
Net Worth Advisory Group
Utah
$251K +$232K +2,969 New
SWA
2317
Sax Wealth Advisors
New Jersey
$251K +$232K +2,968 New
ACA
2318
Anchor Capital Advisors
Massachusetts
$250K – – –
PWM
2319
Power Wealth Management
Georgia
$249K +$936 +12 +0.4%
FFA
2320
Frazier Financial Advisors
Ohio
$249K -$173K -2,211 -43%
ABTD
2321
Arvest Bank Trust Division
Oklahoma
$249K +$230K +2,945 New
BCA
2322
Bray Capital Advisors
Florida
$248K – – –
PFA
2323
Pinnacle Family Advisors
Missouri
$247K +$228K +2,928 New
MWM
2324
Merriman Wealth Management
Washington
$247K +$1.41K +18 +0.6%
CFO
2325
Callan Family Office
Pennsylvania
$247K +$228K +2,921 New
91 92
93
94 95