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Xcel Energy
XEL

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
451
Carret Asset Management
New York
$692K – – –
S
452
SignatureFD
Georgia
$686K +$87.2K +1,198 +14%
MAM
453
Meeder Asset Management
Ohio
$680K +$314K +4,312 +81%
AAS
454
Avantax Advisory Services
Texas
$679K -$2.18K -30 -0.3%
SCA
455
Stonebridge Capital Advisors
Minnesota
$670K -$8.15K -112 -1%
GIA
456
Gateway Investment Advisers
Ohio
$662K +$2.18K +30 +0.3%
FT
457
Fiduciary Trust
Massachusetts
$661K -$143K -1,961 -17%
LFA
458
Laraway Financial Advisors
Minnesota
$658K +$728 +10 +0.1%
MNBTD
459
Moody National Bank Trust Division
Texas
$656K +$366K +5,033 +119%
CAM
460
Cresset Asset Management
Illinois
$647K -$117K -1,606 -15%
CTC
461
Central Trust Company
Missouri
$634K – – –
OQS
462
Occudo Quantitative Strategies
Florida
$633K +$651K +8,942 New
DC
463
Davenport & Co
Virginia
$617K -$5.31K -73 -0.8%
BIA
464
Bigelow Investment Advisors
Maine
$615K +$72.2K +993 +13%
SSWM
465
Sheets Smith Wealth Management
North Carolina
$614K -$364K -5,001 -37%
OC
466
Oarsman Capital
Wisconsin
$614K – – –
RCM
467
Regency Capital Management
Hawaii
$609K -$1.79M -24,548 -74%
NC
468
NovaPoint Capital
Georgia
$606K +$313K +4,304 +101%
AFS
469
Access Financial Services
Minnesota
$600K +$291 +4 +0%
LCM
470
Lewis Capital Management
California
$597K – – –
AG
471
AIA Group
Hong Kong
$597K +$540K +7,425 +739%
BSW
472
Buckingham Strategic Wealth
Missouri
$593K +$5.02K +69 +0.8%
PWM
473
Perigon Wealth Management
California
$591K +$62K +852 +11%
OSNBOA
474
Old Second National Bank of Aurora
Illinois
$587K +$314K +4,319 +109%
BRWA
475
B. Riley Wealth Advisors
Florida
$586K -$7.42K -102 -1%
17 18
19
20 21