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Xcel Energy

Name Holding Trade Value Shares
Change
Change in
Stake
LNWWM
501
Laird Norton Wetherby Wealth Management
California
$511K +$84.2K +1,156 +17%
SBL
502
Sargent Bickham Lagudis
Colorado
$507K +$29.9K +411 +5%
PCMU
503
Paragon Capital Management (Utah)
Utah
$504K +$3.13K +43 +0.5%
WFA
504
Wipfli Financial Advisors
Wisconsin
$504K +$570K +7,830 New
BHWM
505
Bar Harbor Wealth Management
New Hampshire
$502K -$28.2K -387 -5%
PCM
506
Parsons Capital Management
Rhode Island
$501K +$5.39K +74 +1%
FRA
507
Front Row Advisors
California
$498K
CCA
508
Checchi Capital Advisers
California
$498K +$7.28K +100 +1%
IA
509
IFP Advisors
Florida
$497K +$63.2K +868 +5%
BFS
510
Bradley Foster & Sargent
Connecticut
$494K
SW
511
SVB Wealth
Massachusetts
$494K +$234K +3,219 +72%
RBC
512
Romano Brothers & Co
Illinois
$490K +$558K +7,664 New
TWI
513
Thomas White International
Illinois
$488K
SFG
514
SNS Financial Group
Minnesota
$488K +$9.83K +135 +2%
QCM
515
Quantinno Capital Management
New York
$482K +$62.9K +864 +13%
AG
516
Ascent Group
Virginia
$482K +$287K +3,943 +114%
IWM
517
IHT Wealth Management
Illinois
$478K +$544K +7,469 New
IAIM
518
International Assets Investment Management
Florida
$471K +$24.2K +333 +5%
CW
519
CreativeOne Wealth
Kansas
$462K +$7.93K +109 +2%
HWM
520
HighMark Wealth Management
Minnesota
$457K +$146 +2 +0%
AF
521
Affiance Financial
Minnesota
$454K +$23.9K +328 +5%
AF
522
Allworth Financial
California
$453K +$35.8K +492 +7%
BTWM
523
Baker Tilly Wealth Management
Wisconsin
$451K -$510 -7 -0.1%
Federated Hermes
524
Federated Hermes
Pennsylvania
$447K +$95.9K +1,317 +23%
SWA
525
SFMG Wealth Advisors
Texas
$445K