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Xcel Energy

Name Holding Trade Value Shares
Change
Change in
Stake
NC
526
nVerses Capital
Florida
$449K +$234K +4,300 +105%
KIA
527
KCM Investment Advisors
California
$444K +$49K +900 +12%
ANB
528
Amarillo National Bank
Texas
$443K -$204K -3,756 -31%
FA
529
Fiduciary Alliance
South Carolina
$442K – – –
OC
530
Oarsman Capital
Wisconsin
$442K – – –
KPWS
531
Kestra Private Wealth Services
Texas
$440K -$31.4K -578 -7%
SI
532
Stephens Inc
Arkansas
$437K +$101K +1,855 +29%
IAS
533
Insigneo Advisory Services
Florida
$437K +$30.1K +553 +8%
SFA
534
Sequoia Financial Advisors
Ohio
$433K +$120K +2,209 +37%
CK
535
Cohen Klingenstein
New York
$433K – – –
TSS
536
Two Sigma Securities
New York
$428K +$55.7K +1,024 +15%
FNBTCON
537
First National Bank & Trust Co of Newtown
Pennsylvania
$428K -$92.6K -1,702 -18%
AWS
538
Atria Wealth Solutions
New York
$425K -$532K -9,776 -55%
PCM
539
Parsons Capital Management
Rhode Island
$423K – – –
SSWM
540
Sheets Smith Wealth Management
North Carolina
$422K -$81.6K -1,500 -16%
CAGAS
541
Capital Advisory Group Advisory Services
Minnesota
$420K -$39K -716 -8%
BFS
542
Bradley Foster & Sargent
Connecticut
$417K -$109 -2 -0%
LFA
543
Laraway Financial Advisors
Minnesota
$417K +$598 +11 +0.1%
MWM
544
Modern Wealth Management
Kansas
$416K +$20.7K +380 +5%
SFC
545
SYM Financial Corp
Indiana
$411K +$419K +7,703 New
LWAM
546
Legacy Wealth Asset Management
Minnesota
$411K +$14.1K +259 +3%
TPI
547
Trust Point Inc
Wisconsin
$410K -$29.6K -545 -7%
SWA
548
SFMG Wealth Advisors
Texas
$410K – – –
PI
549
PFG Investments
New York
$408K +$64.4K +1,184 +18%
Lido Advisors
550
Lido Advisors
California
$402K -$680K -12,499 -63%