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Xcel Energy
XEL

Name Holding Trade Value Shares
Change 		Change in
Stake
SBL
501
Sargent Bickham Lagudis
Colorado
$533K +$23.7K +345 +5%
CW
502
CreativeOne Wealth
Kansas
$529K -$687 -10 -0.1%
SFG
503
SNS Financial Group
Minnesota
$525K – – –
TI
504
Tidal Investments
Wisconsin
$524K +$51.2K +745 +11%
EP
505
Eudaimonia Partners
Tennessee
$521K +$496K +7,214 New
HWM
506
HighMark Wealth Management
Minnesota
$517K -$72.7K -1,058 -13%
RC
507
Resolution Capital
Australia
$517K – – –
JF
508
JSF Financial
California
$514K +$489K +7,122 New
EWA
509
EP Wealth Advisors
California
$508K +$93.9K +1,366 +24%
MM
510
MQS Management
New York
$508K +$250K +3,634 +107%
CWM
511
Chesapeake Wealth Management
Virginia
$506K -$94.2K -1,371 -16%
MHR
512
Matthew Hamilton Rosenberg
$506K +$78.4K +1,141 +19%
BL
513
Balentine LLC
Georgia
$506K +$482K +7,015 New
SSWG
514
Seven Springs Wealth Group
Tennessee
$503K – – –
BTWM
515
Baker Tilly Wealth Management
Wisconsin
$497K +$473K +6,889 New
AF
516
Affiance Financial
Minnesota
$496K – – –
GG
517
Gofen & Glossberg
Illinois
$490K -$13.5K -196 -3%
WFI
518
West Family Investments
California
$489K +$150K +2,182 +48%
CG
519
Colony Group
Massachusetts
$486K +$77.1K +1,122 +20%
CCA
520
Checchi Capital Advisers
California
$483K +$23.9K +348 +5%
AF
521
Allworth Financial
California
$473K +$20.3K +296 +5%
IA
522
IFP Advisors
Florida
$471K +$298K +4,334 +35%
GA
523
GoalVest Advisory
New York
$469K +$447K +6,499 New
GIM
524
Goelzer Investment Management
Indiana
$465K -$61.8K -900 -12%
5L
525
55I LLC
Massachusetts
$464K +$122K +1,769 +38%
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