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NextEra Energy
NEE

Name Holding Trade Value Shares
Change 		Change in
Stake
PAG
1601
Private Advisory Group
Washington
$471K +$163K +2,178 +51%
BWM
1602
BerganKDV Wealth Management
Minnesota
$469K -$75 -1 -0%
GIA
1603
Guyasuta Investment Advisors
Pennsylvania
$467K +$270K +3,600 +130%
KOMWMG
1604
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$466K +$901 +12 +0.2%
PWMAG
1605
Pinnacle Wealth Management Advisory Group
New Jersey
$465K +$1.34M +17,794 +390%
MPCG
1606
Matrix Private Capital Group
New York
$463K -$14.8K -197 -3%
VCM
1607
Vivaldi Capital Management
Illinois
$463K -$7.5K -100 -2%
PMFA
1608
Plante Moran Financial Advisors
Michigan
$462K +$22.7K +303 +5%
SWA
1609
SFMG Wealth Advisors
Texas
$462K +$96.4K +1,285 +26%
HKIM
1610
Hayek Kallen Investment Management
Alabama
$461K – – –
PCG
1611
Private Capital Group
Connecticut
$461K +$17.3K +231 +4%
ESB
1612
Essex Savings Bank
Connecticut
$461K +$34.8K +464 +8%
T
1613
TRUADVICE
Florida
$459K +$62.4K +832 +16%
FA
1614
Faithward Advisors
Pennsylvania
$458K -$590K -7,864 -56%
DMBA
1615
Deseret Mutual Benefit Administrators
Utah
$458K +$470K +6,256 New
RWA
1616
RGT Wealth Advisors
Texas
$456K -$9.01K -120 -2%
EWA
1617
Exencial Wealth Advisors
Oklahoma
$456K +$42.8K +570 +10%
BCM
1618
Boltwood Capital Management
California
$454K – – –
JGIA
1619
Jackson Grant Investment Advisers
Connecticut
$454K +$2.48K +33 +0.5%
PMG
1620
ProVise Management Group
Florida
$454K +$43.8K +583 +10%
PFA
1621
Pinnacle Family Advisors
Missouri
$453K +$19.7K +262 +4%
WP
1622
WealthPLAN Partners
Nebraska
$452K -$1.8K -24 -0.4%
PBC
1623
Pavion Blue Capital
California
$452K – – –
MPI
1624
Mairs & Power Inc
Minnesota
$450K – – –
TAM
1625
Townsend Asset Management
North Carolina
$450K +$901 +12 +0.2%
63 64
65
66 67