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Xcel Energy
XEL

Name Holding Trade Value Shares
Change 		Change in
Stake
CPIG
501
Chicago Partners Investment Group
Illinois
$370K -$1.69K -25 -0.4%
KIA
502
KCM Investment Advisors
California
$370K – – –
SWA
503
SFMG Wealth Advisors
Texas
$367K – – –
CCP
504
Corient Capital Partners
California
$364K -$28.2K -418 -7%
LNWWM
505
Laird Norton Wetherby Wealth Management
California
$360K +$13.3K +197 +4%
IC
506
Inverness Counsel
New York
$357K -$616K -9,115 -62%
CFGS
507
Concourse Financial Group Securities
Alabama
$357K -$1.82K -27 -0.5%
FCH
508
Freestone Capital Holdings
Washington
$356K +$78.8K +1,166 +26%
EWA
509
EP Wealth Advisors
California
$354K – – –
APA
510
American Portfolios Advisors
New York
$353K +$4.12K +61 +1%
MPPLM
511
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$351K +$608 +9 +0.2%
JMF
512
Johnson Midwest Financial
Iowa
$351K +$676 +10 +0.2%
CG
513
Colony Group
Massachusetts
$349K -$1.15K -17 -0.3%
RC
514
Resolution Capital
Australia
$348K +$376K +5,570 New
EWM
515
Empirical Wealth Management
Washington
$346K -$44.2K -654 -11%
SIC
516
Samalin Investment Counsel
New York
$344K – – –
SCM
517
Schnieders Capital Management
California
$341K +$811 +12 +0.2%
HBT
518
Hills Bank & Trust
Iowa
$340K – – –
JHP
519
James Hambro & Partners
United Kingdom
$337K – – –
TI
520
Tidal Investments
Wisconsin
$334K +$54.9K +813 +18%
KWM
521
Kingsview Wealth Management
Oregon
$331K -$18.5K -274 -5%
KA
522
Kozak & Associates
Colorado
$331K +$348K +5,149 New
SSG
523
Summit Securities Group
New York
$331K +$357K +5,291 New
PAM
524
Peak Asset Management
Colorado
$329K – – –
MWM
525
Mission Wealth Management
California
$327K – – –
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