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NextEra Energy
NEE

Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
1701
Trillium Asset Management
Massachusetts
$557K -$4.77K -59 -0.9%
KA
1702
Kozak & Associates
Colorado
$556K +$1.78K +22 +0.3%
STA
1703
Summit Trail Advisors
New York
$556K +$33K +409 +7%
GWM
1704
Geneos Wealth Management
Colorado
$555K +$185K +2,294 +53%
KFGK
1705
Keystone Financial Group (Kentucky)
Kentucky
$554K +$40.5K +501 +8%
PAS
1706
Professional Advisory Services
Florida
$554K – – –
WI
1707
Wedgewood Investors
Pennsylvania
$553K +$147K +1,820 +38%
SAF
1708
Smith Anglin Financial
Texas
$549K +$1.13K +14 +0.2%
QC
1709
Quent Capital
New York
$549K +$106K +1,309 +25%
MWPCG
1710
Measured Wealth Private Client Group
New Hampshire
$549K – – –
KWM
1711
Kolinsky Wealth Management
New Jersey
$546K +$12K +148 +2%
HCA
1712
Heck Capital Advisors
Wisconsin
$545K +$232K +2,878 +79%
RPSA
1713
Richard P. Slaughter Associates
Texas
$545K -$3.23K -40 -0.6%
AFG
1714
Allegheny Financial Group
Pennsylvania
$544K +$69.9K +865 +15%
AMBIA
1715
Allen Mooney & Barnes Investment Advisors
Georgia
$544K -$45K -557 -8%
RBC
1716
Roble Belko & Company
Pennsylvania
$543K +$50.2K +621 +11%
GWS
1717
Glassman Wealth Services
Virginia
$542K +$237K +2,934 +83%
AR
1718
Advisory Research
Illinois
$542K – – –
ACM
1719
Argyle Capital Management
Pennsylvania
$541K – – –
WI
1720
WrapManager Inc
California
$540K +$37.5K +464 +8%
BOM
1721
Bank of Marin
California
$540K -$38.8K -480 -7%
DU
1722
Delphia (USA)
Ontario, Canada
$539K +$521K +6,447 New
IGWM
1723
ICA Group Wealth Management
Colorado
$539K -$497K -6,146 -49%
ASBI
1724
American State Bank (Iowa)
Iowa
$538K -$2.34K -29 -0.4%
CRI
1725
Colonial River Investments
Virginia
$538K +$11.5K +142 +2%
67 68
69
70 71