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Xcel Energy

Name Holding Trade Value Shares
Change
Change in
Stake
AAS
401
Avantax Advisory Services
Texas
$980K +$110K +1,658 +13%
AWM
402
Apollon Wealth Management
South Carolina
$979K +$2.66K +40 +0.3%
EP
403
Edgestream Partners
New Jersey
$975K +$925K +13,906 New
OPS
404
Orion Portfolio Solutions
Nebraska
$974K +$93.2K +1,401 +11%
SSWM
405
Sheets Smith Wealth Management
North Carolina
$959K – – –
DC
406
DeDora Capital
California
$957K -$13K -196 -1%
GWM
407
Geneos Wealth Management
Colorado
$951K +$5.46K +82 +0.6%
VWM
408
Venturi Wealth Management
Texas
$949K +$52.8K +793 +6%
IAIM
409
International Assets Investment Management
Florida
$943K +$1.72M +25,804 +350%
MML Investors Services
410
MML Investors Services
Massachusetts
$942K +$38.3K +576 +4%
MGWM
411
Marks Group Wealth Management
Minnesota
$935K +$56K +841 +7%
BB
412
Bell Bank
North Dakota
$935K – – –
ANB
413
Amarillo National Bank
Texas
$933K – – –
GRP
414
Global Retirement Partners
California
$925K +$76.8K +1,154 +10%
ACP
415
Aveo Capital Partners
Colorado
$920K -$1.73K -26 -0.2%
GVAG
416
Great Valley Advisor Group
Delaware
$917K -$40.1K -603 -4%
MPPW
417
Mitchell & Pahl Private Wealth
Oklahoma
$914K +$53K +796 +7%
DWT
418
Dorsey & Whitney Trust
South Dakota
$910K -$35.5K -533 -4%
KC
419
Kenfarb & Co
Kentucky
$903K – – –
Simplex Trading
420
Simplex Trading
Illinois
$901K -$1.07M -16,084 -56%
DAS
421
Dynamic Advisor Solutions
Arizona
$895K +$849K +12,766 New
FWM
422
Finer Wealth Management
Massachusetts
$894K – – –
BMSSC
423
B. Metzler seel. Sohn & Co
Germany
$886K -$93.3K -1,403 -10%
FHB
424
First Hawaiian Bank
Hawaii
$878K +$49.5K +744 +6%
AMG
425
Advisors Management Group
Wisconsin
$865K +$732 +11 +0.1%