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Xcel Energy
XEL

Name Holding Trade Value Shares
Change 		Change in
Stake
CFGS
501
Concourse Financial Group Securities
Alabama
$388K -$662K -10,465 -64%
SIM
502
Sentry Investment Management
Wisconsin
$382K -$1.73M -27,433 -83%
DC
503
DeDora Capital
California
$381K +$61.3K +970 +20%
EWA
504
EP Wealth Advisors
California
$376K +$1.26K +20 +0.4%
CCP
505
Corient Capital Partners
California
$374K +$5.94K +94 +2%
HBT
506
Hills Bank & Trust
Iowa
$374K +$11.5K +182 +3%
TIA
507
Tandem Investment Advisors
South Carolina
$373K -$74.1K -1,173 -17%
ISL
508
Ingalls & Snyder LLC
New York
$373K – – –
CG
509
Colony Group
Massachusetts
$372K -$59.2K -936 -14%
JMF
510
Johnson Midwest Financial
Iowa
$372K +$632 +10 +0.2%
LNWWM
511
Laird Norton Wetherby Wealth Management
California
$366K +$6.13K +97 +2%
SIC
512
Samalin Investment Counsel
New York
$365K – – –
MAM
513
Meeder Asset Management
Ohio
$363K +$85.5K +1,353 +33%
AWCI
514
Alpine Woods Capital Investors
New York
$362K – – –
GWS
515
Glassman Wealth Services
Virginia
$361K +$11K +174 +3%
FHC
516
First Horizon Corporation
Tennessee
$361K +$46.5K +735 +16%
APA
517
American Portfolios Advisors
New York
$360K +$65K +1,028 +23%
JHP
518
James Hambro & Partners
United Kingdom
$359K – – –
IWM
519
IHT Wealth Management
Illinois
$357K -$33.2K -526 -9%
EF
520
Empirical Finance
Pennsylvania
$352K – – –
HB
521
Homrich & Berg
Georgia
$351K -$725K -11,475 -69%
MWM
522
Mission Wealth Management
California
$351K +$2.21K +35 +0.7%
PCM
523
Prelude Capital Management
New York
$351K +$99K +1,566 +42%
CRWM
524
Castle Rock Wealth Management
California
$350K – – –
PAM
525
Peak Asset Management
Colorado
$350K – – –
19 20
21
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