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Xcel Energy
XEL

Name Holding Trade Value Shares
Change 		Change in
Stake
PCI
551
Planning Center Inc
Illinois
$366K – – –
CAMG
552
CWA Asset Management Group
Florida
$366K +$100K +1,672 +35%
LIM
553
Longfellow Investment Management
Massachusetts
$366K +$385K +6,399 New
MAS
554
Meeder Advisory Services
Ohio
$363K -$112K -1,862 -23%
FTDI
555
First Trust Direct Indexing
Massachusetts
$359K -$118K -1,957 -24%
LFAS
556
Level Four Advisory Services
Texas
$358K -$80.7K -1,343 -18%
TA
557
Townsend & Associates
Colorado
$358K +$361 +6 +0.1%
IAA
558
Independent Advisor Alliance
North Carolina
$355K -$4.51K -75 -1%
OIA
559
OneDigital Investment Advisors
Kansas
$355K -$54.8K -912 -13%
ATPW
560
Ashton Thomas Private Wealth
Arizona
$354K +$372K +6,185 New
PCS
561
Personal CFO Solutions
New Jersey
$353K +$1.86K +31 +0.5%
LCM
562
Lewis Capital Management
California
$352K -$8.54K -142 -2%
SFA
563
Sequoia Financial Advisors
Ohio
$351K -$33.7K -561 -8%
NIM
564
Nicollet Investment Management
Minnesota
$350K -$2.52K -42 -0.7%
CPIG
565
Chicago Partners Investment Group
Illinois
$350K +$3.43K +57 +1%
ONB
566
Old National Bancorp
Indiana
$349K -$3.91K -65 -1%
KA
567
Kozak & Associates
Colorado
$349K +$4.27K +71 +1%
TI
568
Truepoint Inc
Ohio
$347K +$365K +6,067 New
EFM
569
E Fund Management
China
$347K +$54.3K +903 +17%
MPM
570
MBB Public Markets
Illinois
$347K +$364K +6,062 New
GIM
571
Goelzer Investment Management
Indiana
$346K – – –
CAG
572
Csenge Advisory Group
Florida
$345K -$35.6K -592 -9%
GCM
573
Graham Capital Management
Connecticut
$345K -$1.16M -19,288 -76%
IWM
574
Integris Wealth Management
California
$343K -$8.11K -135 -2%
HT
575
Headlands Technologies
Illinois
$340K +$357K +5,939 New
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