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Xcel Energy

Name Holding Trade Value Shares
Change
Change in
Stake
VWM
426
Venturi Wealth Management
Texas
$816K -$62.3K -856 -6%
FWM
427
Finer Wealth Management
Massachusetts
$816K
SCF
428
Sante Capital Fund
Texas
$804K -$705K -9,680 -44%
MGWM
429
Marks Group Wealth Management
Minnesota
$800K
OPS
430
Orion Portfolio Solutions
Nebraska
$799K +$105K +1,445 +13%
AMG
431
Advisors Management Group
Wisconsin
$789K -$5.17K -71 -0.6%
AAS
432
Avantax Advisory Services
Texas
$788K +$199K +2,730 +28%
GRP
433
Global Retirement Partners
California
$784K +$7.72K +106 +0.9%
MPPW
434
Mitchell & Pahl Private Wealth
Oklahoma
$783K +$77.3K +1,062 +10%
V
435
Veritable
Delaware
$781K -$258K -3,547 -23%
CT
436
Coastline Trust
Rhode Island
$768K
KA
437
KLCM Advisors
Wisconsin
$758K -$4.59K -63 -0.5%
FHB
438
First Hawaiian Bank
Hawaii
$754K +$82.9K +1,139 +11%
CAGAS
439
Capital Advisory Group Advisory Services
Minnesota
$747K -$78.1K -1,073 -8%
ONB
440
Old National Bancorp
Indiana
$746K +$27K +371 +3%
OPA
441
Old Port Advisors
Maine
$742K
CWM
442
Chronos Wealth Management
Florida
$735K
WA
443
Wambolt & Associates
Colorado
$732K -$14.8K -203 -2%
BFS
444
Bard Financial Services
Connecticut
$728K
EA
445
Emerald Advisors
Washington
$727K
TWM
446
Tradition Wealth Management
Minnesota
$725K +$2.04K +28 +0.2%
TSS
447
Two Sigma Securities
New York
$715K +$584K +8,019 +254%
TC
448
TownSquare Capital
Utah
$703K +$6.33K +87 +0.8%
SC
449
Savant Capital
Illinois
$691K -$19.8K -272 -2%
ASN
450
Advisory Services Network
Georgia
$683K -$2.4K -33 -0.3%