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Xcel Energy
XEL

Name Holding Trade Value Shares
Change 		Change in
Stake
SEC
501
Seven Eight Capital
New York
$370K -$676K -10,000 -63%
CI
502
Conning Inc
Connecticut
$370K -$48.6K -719 -11%
CPIG
503
Chicago Partners Investment Group
Illinois
$370K -$1.69K -25 -0.4%
KIA
504
KCM Investment Advisors
California
$370K – – –
SWA
505
SFMG Wealth Advisors
Texas
$367K – – –
CCP
506
Corient Capital Partners
California
$364K -$28.2K -418 -7%
LNWWM
507
Laird Norton Wetherby Wealth Management
California
$360K +$13.3K +197 +4%
IC
508
Inverness Counsel
New York
$357K -$616K -9,115 -62%
CFGS
509
Concourse Financial Group Securities
Alabama
$357K -$1.82K -27 -0.5%
FCH
510
Freestone Capital Holdings
Washington
$356K +$78.8K +1,166 +26%
EWA
511
EP Wealth Advisors
California
$354K – – –
APA
512
American Portfolios Advisors
New York
$353K +$4.12K +61 +1%
MPPLM
513
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$351K +$608 +9 +0.2%
JMF
514
Johnson Midwest Financial
Iowa
$351K +$676 +10 +0.2%
CG
515
Colony Group
Massachusetts
$349K -$1.15K -17 -0.3%
RC
516
Resolution Capital
Australia
$348K +$376K +5,570 New
EWM
517
Empirical Wealth Management
Washington
$346K -$44.2K -654 -11%
SIC
518
Samalin Investment Counsel
New York
$344K – – –
SCM
519
Schnieders Capital Management
California
$341K +$811 +12 +0.2%
HBT
520
Hills Bank & Trust
Iowa
$340K – – –
JHP
521
James Hambro & Partners
United Kingdom
$337K – – –
TI
522
Tidal Investments
Wisconsin
$334K +$54.9K +813 +18%
KWM
523
Kingsview Wealth Management
Oregon
$331K -$18.5K -274 -5%
KA
524
Kozak & Associates
Colorado
$331K +$348K +5,149 New
SSG
525
Summit Securities Group
New York
$331K +$357K +5,291 New
19 20
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