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NextEra Energy
NEE

Name Holding Trade Value Shares
Change 		Change in
Stake
BHBT
751
Burke & Herbert Bank & Trust
Virginia
$617K – – –
EWM
752
Evermay Wealth Management
Virginia
$612K +$124K +4,400 +27%
ECM
753
EagleClaw Capital Management
Massachusetts
$609K – – –
SCA
754
Salient Capital Advisors
Texas
$609K – – –
CCM
755
Carderock Capital Management
Maryland
$605K -$22.8K -812 -4%
ICM
756
IronBridge Capital Management
Illinois
$603K -$641K -22,844 -53%
WPP
757
Whalerock Point Partners
Rhode Island
$603K -$280K -9,972 -33%
LWCFA
758
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$601K -$24.7K -880 -4%
ZB
759
Zions Bancorporation
Utah
$597K -$2.69K -96 -0.5%
ICAS
760
Investors Capital Advisory Services
Massachusetts
$596K +$44K +1,568 +8%
CTA
761
Colonial Trust Advisors
South Carolina
$594K – – –
CCA
762
Checchi Capital Advisers
California
$593K +$74.9K +2,668 +15%
WPC
763
White Pine Capital
Minnesota
$592K – – –
JIP
764
Jaffetilchin Investment Partners
Florida
$592K +$304K +10,816 +118%
LW
765
Linscomb Wealth
Texas
$588K -$48.6K -1,732 -8%
MC
766
Middleton & Co
Massachusetts
$586K -$10.7K -380 -2%
CPSAC
767
Chas P. Smith & Associates (CPS)
Florida
$584K -$33.7K -1,200 -6%
HCM
768
Harvest Capital Management
New Hampshire
$580K – – –
IB
769
Intrust Bank
Kansas
$577K +$3.82K +136 +0.7%
ST
770
Sabal Trust
Florida
$568K – – –
FCI
771
Financial Counselors Inc
Kansas
$563K +$99.4K +3,540 +23%
AUB
772
Atlantic Union Bankshares
Virginia
$561K +$28.1K +1,000 +6%
GF
773
Gerstein Fisher
New York
$559K +$39.4K +1,404 +8%
GWM
774
Geneos Wealth Management
Colorado
$557K +$527K +18,784 New
EFSCE
775
Enterprise Financial Services Corp (EFSC)
Missouri
$555K +$238K +8,496 +83%
29 30
31
32 33