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Xcel Energy

Name Holding Trade Value Shares
Change
Change in
Stake
CT
426
Coastline Trust
Rhode Island
$808K
CAGAS
427
Capital Advisory Group Advisory Services
Minnesota
$807K +$13.4K +198 +2%
USAA
428
United Services Automobile Association
Texas
$803K -$347K -5,149 -30%
KA
429
KLCM Advisors
Wisconsin
$799K
BFEC
430
Benjamin F. Edwards & Company
Missouri
$797K +$71.8K +1,064 +10%
UCFA
431
United Capital Financial Advisors
Texas
$795K -$592K -8,780 -43%
KC
432
Kenfarb & Co
Kentucky
$785K -$84.4K -1,250 -10%
TIM
433
Thompson Investment Management
Wisconsin
$782K +$13.5K +200 +2%
AMG
434
Advisors Management Group
Wisconsin
$781K -$50.9K -754 -6%
CWM
435
Chronos Wealth Management
Florida
$775K
IFU
436
iSAM Funds (UK)
United Kingdom
$771K +$771K +11,431 New
SSWM
437
Sheets Smith Wealth Management
North Carolina
$771K -$152K -2,250 -16%
CFA
438
Cahill Financial Advisors
Minnesota
$769K +$71.1K +1,053 +10%
BFS
439
Bard Financial Services
Connecticut
$767K
EA
440
Emerald Advisors
Washington
$767K
OPA
441
Old Port Advisors
Maine
$756K -$41.8K -620 -6%
CWM
442
Catalyst Wealth Management
Georgia
$752K +$166K +2,467 +28%
TI
443
Tidal Investments
Wisconsin
$750K +$8.03K +119 +1%
Federated Hermes
444
Federated Hermes
Pennsylvania
$742K -$60.3K -894 -8%
WA
445
Wambolt & Associates
Colorado
$733K -$39.2K -581 -5%
BPC
446
Banque Pictet & Cie
Switzerland
$721K -$651K -9,643 -47%
SI
447
Shaker Investments
Ohio
$720K +$8.3K +123 +1%
GI
448
Gradient Investments
Minnesota
$713K +$2.43K +36 +0.3%
ETC
449
Exchange Traded Concepts
Oklahoma
$707K +$58K +859 +9%
MFWP
450
Mosaic Family Wealth Partners
Missouri
$707K