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NextEra Energy
NEE

Name Holding Trade Value Shares
Change 		Change in
Stake
HP
2376
Holistic Planning
Texas
$339K +$6.49K +73 +2%
RIS
2377
Retirement Income Solutions
Michigan
$339K +$324K +3,649 New
LFGO
2378
Legacy Financial Group (Oklahoma)
Oklahoma
$337K +$83.3K +937 +35%
AA
2379
Apriem Advisors
California
$337K – – –
MCM
2380
Mengis Capital Management
Oregon
$337K – – –
CA
2381
Crewe Advisors
Utah
$337K +$8.36K +94 +3%
MG
2382
Marex Group
$336K +$321K +3,614 New
FPWM
2383
FSB Premier Wealth Management
Iowa
$335K -$3.73K -42 -1%
NJIM
2384
Nabity-Jensen Investment Management
Nebraska
$335K +$61.7K +694 +24%
ATIA
2385
American Trust Investment Advisors
New Hampshire
$333K – – –
BWP
2386
BSW Wealth Partners
Colorado
$333K +$24.4K +275 +8%
BWM
2387
BCGM Wealth Management
Indiana
$331K +$10.8K +122 +4%
MCP
2388
Mirador Capital Partners
California
$330K +$3.82K +43 +1%
GC
2389
Garde Capital
Washington
$329K -$18.7K -210 -6%
SN
2390
Sittner & Nelson
Oregon
$328K – – –
AF
2391
Apollon Financial
South Carolina
$328K +$10.5K +118 +3%
CA
2392
CGN Advisors
Kansas
$328K -$10.2K -115 -3%
AWG
2393
Altus Wealth Group
Colorado
$327K +$313K +3,524 New
RWA
2394
Rooted Wealth Advisors
Illinois
$327K -$8.71K -98 -3%
JSC
2395
Jackson Square Capital
California
$327K – – –
APC
2396
Aspire Private Capital
North Carolina
$327K +$70.2K +790 +29%
CWM
2397
CCG Wealth Management
California
$327K +$313K +3,516 New
FCCM
2398
First City Capital Management
Georgia
$325K -$21.3K -240 -6%
SFG
2399
Snider Financial Group
Washington
$325K – – –
AMPWP
2400
Alvarez & Marsal Private Wealth Partners
Florida
$325K +$311K +3,495 New
94 95
96
97 98