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Xcel Energy

Name Holding Trade Value Shares
Change
Change in
Stake
TWM
426
Tradition Wealth Management
Minnesota
$810K +$62K +919 +8%
CT
427
Coastline Trust
Rhode Island
$808K – – –
CAGAS
428
Capital Advisory Group Advisory Services
Minnesota
$807K +$13.4K +198 +2%
USAA
429
United Services Automobile Association
Texas
$803K -$347K -5,149 -30%
KA
430
KLCM Advisors
Wisconsin
$799K – – –
BFEC
431
Benjamin F. Edwards & Company
Missouri
$797K +$71.8K +1,064 +10%
UCFA
432
United Capital Financial Advisors
Texas
$795K -$592K -8,780 -43%
KC
433
Kenfarb & Co
Kentucky
$785K -$84.4K -1,250 -10%
TIM
434
Thompson Investment Management
Wisconsin
$782K +$13.5K +200 +2%
AMG
435
Advisors Management Group
Wisconsin
$781K -$50.9K -754 -6%
CWM
436
Chronos Wealth Management
Florida
$775K – – –
IFU
437
iSAM Funds (UK)
United Kingdom
$771K +$771K +11,431 New
SSWM
438
Sheets Smith Wealth Management
North Carolina
$771K -$152K -2,250 -16%
CFA
439
Cahill Financial Advisors
Minnesota
$769K +$71.1K +1,053 +10%
BFS
440
Bard Financial Services
Connecticut
$767K – – –
EA
441
Emerald Advisors
Washington
$767K – – –
OPA
442
Old Port Advisors
Maine
$756K -$41.8K -620 -6%
CWM
443
Catalyst Wealth Management
Georgia
$752K +$166K +2,467 +28%
TI
444
Tidal Investments
Wisconsin
$750K +$8.03K +119 +1%
Federated Hermes
445
Federated Hermes
Pennsylvania
$742K -$60.3K -894 -8%
WA
446
Wambolt & Associates
Colorado
$733K -$39.2K -581 -5%
BPC
447
Banque Pictet & Cie
Switzerland
$721K -$651K -9,643 -47%
SI
448
Shaker Investments
Ohio
$720K +$8.3K +123 +1%
GI
449
Gradient Investments
Minnesota
$713K +$2.43K +36 +0.3%
ETC
450
Exchange Traded Concepts
Oklahoma
$707K +$58K +859 +9%