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Xcel Energy

Name Holding Trade Value Shares
Change
Change in
Stake
JMPWA
401
JP Morgan Private Wealth Advisors
California
$543K +$66.5K +1,340 +13%
VIA
402
Vident Investment Advisory
Georgia
$543K +$123K +2,481 +28%
AIP
403
Ameritas Investment Partners
Nebraska
$539K -$22.9K -461 -4%
AP
404
Advisor Partners
California
$536K +$73.3K +1,477 +14%
OAM
405
Oppenheimer Asset Management
New York
$528K – – –
WIC
406
Woodmont Investment Counsel
Tennessee
$518K – – –
SPIA
407
Steward Partners Investment Advisory
New York
$514K +$447 +9 +0.1%
FMII
408
Farmers & Merchants Investments Inc
Nebraska
$509K +$3.47K +70 +0.7%
CT
409
Coastline Trust
Rhode Island
$504K – – –
MFW
410
Mosaic Family Wealth
Missouri
$504K +$520K +10,479 New
CFA
411
Cahill Financial Advisors
Minnesota
$503K +$1.04K +21 +0.2%
B
412
Barings
North Carolina
$497K – – –
SIP
413
Stoneridge Investment Partners
Pennsylvania
$497K – – –
NB
414
Nicolet Bankshares
Wisconsin
$494K +$38.7K +780 +8%
SI
415
SII Investments
Wisconsin
$493K -$242K -4,878 -32%
ANB
416
Amarillo National Bank
Texas
$491K -$99.3K -2,000 -16%
MSAM
417
Moloney Securities Asset Management
Missouri
$488K -$30.6K -617 -6%
DCM
418
Driehaus Capital Management
Illinois
$481K +$496K +10,000 New
FIM
419
Freedom Investment Management
Connecticut
$469K +$198K +3,984 +69%
GBBWRPM
420
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$462K -$30K -604 -6%
SW
421
SVB Wealth
Massachusetts
$462K +$240K +4,843 +102%
BHWM
422
Bar Harbor Wealth Management
New Hampshire
$457K -$2.48K -50 -0.5%
AFS
423
Access Financial Services
Minnesota
$452K +$199 +4 +0%
6M
424
6 Meridian
Kansas
$445K +$459K +9,254 New
SXL
425
Summit X LLC
Missouri
$442K +$4.96K +100 +1%