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NextEra Energy
NEE

Name Holding Trade Value Shares
Change 		Change in
Stake
BOM
2451
Bank of Marin
California
$300K – – –
LF
2452
Lee Financial
Texas
$300K -$5.16K -58 -2%
MSWM
2453
McGlone Suttner Wealth Management
Wisconsin
$300K +$16.5K +186 +6%
CFS
2454
Commonwealth Financial Services
West Virginia
$300K +$26K +293 +10%
CI
2455
Corient IA
Florida
$299K -$69.3K -780 -20%
LWP
2456
LMG Wealth Partners
Louisiana
$299K – – –
CCM
2457
Crew Capital Management
Ohio
$299K -$11.6K -130 -4%
RWA
2458
Redhawk Wealth Advisors
Minnesota
$297K +$3.47K +39 +1%
BWP
2459
Balboa Wealth Partners
Arizona
$297K +$285K +3,201 New
CCM
2460
Compass Capital Management
Minnesota
$297K – – –
IWP
2461
IAG Wealth Partners
Wisconsin
$297K – – –
TFA
2462
Trinity Financial Advisors
Ohio
$297K – – –
1M
2463
1248 Management
Missouri
$297K – – –
SHGA
2464
Sand Hill Global Advisors
California
$297K +$6.04K +68 +2%
IA
2465
Intellus Advisors
Florida
$296K -$4.36K -49 -2%
FCFC
2466
First Citizens Financial Corp
Iowa
$295K +$283K +3,180 New
AGP
2467
Aspire Growth Partners
Florida
$295K +$1.87K +21 +0.7%
PBO
2468
Peoples Bank (Ohio)
Ohio
$295K -$89 -1 -0%
CPC
2469
Congress Park Capital
New York
$295K -$198K -2,225 -41%
AGC
2470
Aspen Grove Capital
Colorado
$295K – – –
IA
2471
IFG Advisors
Missouri
$294K – – –
MCM
2472
Marathon Capital Management
Maryland
$293K – – –
CWA
2473
Consilium Wealth Advisory
Texas
$293K +$35.5K +399 +14%
CPCP
2474
Cedar Point Capital Partners
Iowa
$293K -$25.3K -285 -8%
HFS
2475
Hoge Financial Services
Pennsylvania
$293K -$32.9K -370 -10%
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99
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