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Xcel Energy
XEL

Name Holding Trade Value Shares
Change 		Change in
Stake
SG
401
Sourcerock Group
Colorado
$1.02M -$360K -6,300 -25%
IMCOOI
402
Investment Management Corp of Ontario (IMCO)
Canada
$1.01M -$228K -4,000 -18%
BSW
403
Buckingham Strategic Wealth
Missouri
$1.01M +$22.2K +388 +2%
HI
404
Harbour Investments
Wisconsin
$1.01M +$13.3K +233 +1%
FWTB
405
First Western Trust Bank
Colorado
$1M – – –
DC
406
DeDora Capital
California
$999K +$138K +2,425 +15%
AWM
407
Apollon Wealth Management
South Carolina
$997K -$92.3K -1,617 -8%
VF
408
Virtu Financial
New York
$994K +$1.06M +18,488 New
MC
409
Moors & Cabot
Massachusetts
$993K +$579K +10,140 +122%
KRSITF
410
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$979K -$82.7K -1,449 -7%
CCG
411
Cypress Capital Group
Florida
$978K -$7.14K -125 -0.7%
BCI
412
Brinker Capital Investments
Pennsylvania
$977K -$178K -3,111 -15%
OPS
413
Orion Portfolio Solutions
Nebraska
$977K -$178K -3,111 -15%
BBVA
414
Banco Bilbao Vizcaya Argentaria
Spain
$972K +$70.1K +1,227 +7%
OAM
415
Oppenheimer Asset Management
New York
$965K +$1.03M +17,956 New
AWS
416
Atria Wealth Solutions
New York
$961K +$543K +9,507 +116%
GVAG
417
Great Valley Advisor Group
Delaware
$948K +$14.4K +252 +1%
DWT
418
Dorsey & Whitney Trust
South Dakota
$946K +$98.6K +1,727 +11%
USAA
419
United Services Automobile Association
Texas
$944K – – –
NMIMC
420
Northwestern Mutual Investment Management Company
Wisconsin
$941K +$2.4K +42 +0.2%
IFU
421
iSAM Funds (UK)
United Kingdom
$936K +$310K +5,432 +45%
GFS
422
GYL Financial Synergies
Connecticut
$932K -$155K -2,720 -14%
AWM
423
AE Wealth Management
Kansas
$930K -$3.66M -64,036 -79%
SPC
424
Sigma Planning Corp
Michigan
$928K +$251K +4,399 +34%
GFA
425
Gallagher Fiduciary Advisors
Illinois
$926K +$162K +2,843 +20%
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17
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