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NextEra Energy
NEE

Name Holding Trade Value Shares
Change 		Change in
Stake
VFA
1551
Valeo Financial Advisors
Indiana
$533K -$1.48K -19 -0.3%
F
1552
F3Logic
Minnesota
$533K +$549K +7,039 New
T
1553
TOBAM
France
$532K – – –
GD
1554
Grandfield & Dodd
New York
$530K – – –
UWPG
1555
Ullmann Wealth Partners Group
Florida
$527K -$58.5K -749 -10%
NSB
1556
Norway Savings Bank
Maine
$527K +$106K +1,355 +24%
MCM
1557
Magnolia Capital Management
New York
$525K – – –
KPW
1558
Kore Private Wealth
New York
$524K -$15.1K -193 -3%
LF
1559
Lantz Financial
Illinois
$524K +$1.56K +20 +0.3%
ACM
1560
Armbruster Capital Management
New York
$523K -$22.2K -285 -4%
TSW
1561
Thompson Siegel & Walmsley
Virginia
$522K -$8.59K -110 -2%
RWM
1562
Ritholtz Wealth Management
New York
$522K +$93.7K +1,200 +21%
EWM
1563
Elite Wealth Management
Washington
$520K +$218K +2,794 +68%
MC
1564
Maverick Capital
Texas
$517K +$533K +6,835 New
LWAC
1565
Laurel Wealth Advisors (California)
California
$513K -$24.5K -314 -4%
AL
1566
Aspiriant LLC
California
$513K +$37.1K +475 +8%
MIA
1567
MainStreet Investment Advisors
Illinois
$512K -$154K -1,967 -23%
PAMP
1568
Polar Asset Management Partners
Ontario, Canada
$512K +$11.4K +146 +2%
PA
1569
Procyon Advisors
Connecticut
$510K +$180K +2,310 +52%
AW
1570
ACG Wealth
Georgia
$509K +$17.2K +221 +3%
CWC
1571
Carolinas Wealth Consulting
North Carolina
$507K +$25.8K +331 +5%
FPGK
1572
Financial Partners Group (Kansas)
Kansas
$504K +$520K +6,660 New
CM
1573
Capula Management
Cayman Islands
$503K +$519K +6,653 New
FMTC
1574
Farmers & Merchants Trust Company
California
$502K – – –
CST
1575
Charles Schwab Trust
Nevada
$499K -$32.5K -416 -6%
61 62
63
64 65