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Xcel Energy
XEL

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
551
Mission Wealth Management
California
$350K – – –
PAM
552
Peak Asset Management
Colorado
$350K – – –
GWS
553
Glassman Wealth Services
Virginia
$350K +$2.09K +30 +0.6%
SF
554
Synovus Financial
Georgia
$347K +$13.8K +198 +4%
FHB
555
First Hawaiian Bank
Hawaii
$346K -$2.79K -40 -0.8%
NPPM
556
North Point Portfolio Managers
Ohio
$346K – – –
WANY
557
Wealthspire Advisors (New York)
New York
$345K +$105K +1,504 +41%
VA
558
Valmark Advisers
Ohio
$335K +$350K +5,027 New
CPIG
559
Chicago Partners Investment Group
Illinois
$332K +$1.53K +22 +0.4%
MNBTD
560
Moody National Bank Trust Division
Texas
$328K – – –
AC
561
Abbrea Capital
California
$327K +$48.3K +693 +17%
MCWS
562
McKinley Carter Wealth Services
West Virginia
$326K – – –
HBT
563
Heartland Bank & Trust
Illinois
$324K +$339K +4,862 New
MGWM
564
Marks Group Wealth Management
Minnesota
$323K – – –
RT
565
Rockland Trust
Massachusetts
$321K -$12.5K -180 -4%
PCMC
566
Private Capital Management (Colorado)
Colorado
$321K – – –
MHR
567
Matthew Hamilton Rosenberg
$321K +$6.97K +100 +2%
NP
568
NorthRock Partners
Minnesota
$320K -$136K -1,950 -29%
MC
569
Maverick Capital
Texas
$320K +$335K +4,807 New
AG
570
AlphaSimPlex Group
Massachusetts
$319K – – –
FPWM
571
FSB Premier Wealth Management
Iowa
$319K +$334K +4,790 New
SSB
572
Sandy Spring Bank
Maryland
$318K +$16.2K +233 +5%
CRWM
573
Castle Rock Wealth Management
California
$318K +$343K +4,915 New
DC
574
DeDora Capital
California
$317K +$40.3K +578 +14%
FCH
575
Freestone Capital Holdings
Washington
$316K +$91.6K +1,314 +38%
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