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Xcel Energy

Name Holding Trade Value Shares
Change
Change in
Stake
IAIM
501
International Assets Investment Management
Florida
$601K -$1.19M -19,805 -67%
FTDI
502
First Trust Direct Indexing
Massachusetts
$593K +$199K +3,312 +53%
SPS
503
Susquehanna Portfolio Strategies
Pennsylvania
$590K +$572K +9,527 New
LNWWM
504
Laird Norton Wetherby Wealth Management
California
$585K -$37.4K -623 -6%
OPA
505
Old Port Advisors
Maine
$584K -$43.3K -721 -7%
QI
506
Qtron Investments
Massachusetts
$583K – – –
Lido Advisors
507
Lido Advisors
California
$579K -$37.6K -626 -6%
SM
508
STF Management
Texas
$579K +$20.8K +347 +4%
FNBT
509
FineMark National Bank & Trust
Florida
$566K +$180 +3 +0%
GI
510
Gradient Investments
Minnesota
$565K -$31K -517 -5%
IB
511
Intrust Bank
Kansas
$562K +$124K +2,064 +29%
CIG
512
Cascade Investment Group
Colorado
$562K +$545K +9,080 New
BOH
513
Bank of Hawaii
Hawaii
$541K – – –
SHFA
514
SC&H Financial Advisors
Maryland
$535K -$34.3K -572 -6%
SCA
515
Stonebridge Capital Advisors
Minnesota
$534K +$300 +5 +0.1%
CAM
516
Carret Asset Management
New York
$532K -$12K -200 -2%
PAS
517
Park Avenue Securities
New York
$531K +$188K +3,136 +58%
TWP
518
Tyche Wealth Partners
Texas
$528K +$512K +8,529 New
OIA
519
OneDigital Investment Advisors
Kansas
$527K +$139K +2,309 +37%
MPPLM
520
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$524K +$28.9K +482 +6%
CTC
521
Central Trust Company
Missouri
$522K -$3.66K -61 -0.7%
CIA
522
Concurrent Investment Advisors
Florida
$521K +$505K +8,420 New
FLC
523
Fifth Lane Capital
Texas
$519K +$503K +8,378 New
Aviva
524
Aviva
United Kingdom
$517K – – –
MC
525
Moors & Cabot
Massachusetts
$516K -$50.8K -846 -9%