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Xcel Energy
XEL

Name Holding Trade Value Shares
Change 		Change in
Stake
SIAM
576
Sterling Investment Advisors (Missouri)
Missouri
$268K +$270K +4,278 New
PCMC
577
Private Capital Management (Colorado)
Colorado
$268K +$270K +4,282 New
CIM
578
Contravisory Investment Management
Massachusetts
$267K +$264K +4,190 New
HT
579
Heritage Trust
Oklahoma
$267K +$269K +4,273 New
PAM
580
Peak Asset Management
Colorado
$266K – – –
CRCM
581
Corbett Road Capital Management
Virginia
$265K +$44.9K +712 +20%
JIC
582
Johnson Investment Counsel
Ohio
$265K +$64K +1,016 +32%
TWA
583
TCI Wealth Advisors
Arizona
$260K +$189 +3 +0.1%
FHC
584
First Heartland Consultants
Missouri
$258K -$22.9K -363 -8%
WIC
585
Woodmont Investment Counsel
Tennessee
$258K – – –
SBL
586
Sargent Bickham Lagudis
Colorado
$257K +$315 +5 +0.1%
GT
587
Glenview Trust
Kentucky
$256K -$10.7K -170 -4%
AC
588
Avestar Capital
New York
$256K -$7.75K -123 -3%
NB
589
Nicolet Bankshares
Wisconsin
$255K -$174K -2,767 -40%
WSTAM
590
Wilbanks Smith & Thomas Asset Management
Virginia
$255K – – –
APP
591
Avantax Planning Partners
Iowa
$253K – – –
FFBTD
592
First Financial Bank - Trust Division
Ohio
$252K -$12.5K -198 -5%
AIA
593
Affinity Investment Advisors
California
$250K – – –
CTA
594
Chesley Taft & Associates
Illinois
$250K – – –
CFS
595
CRA Financial Services
New Jersey
$249K – – –
MA
596
Montag & Associates
Georgia
$249K – – –
OSNBOA
597
Old Second National Bank of Aurora
Illinois
$249K – – –
GIA
598
Gateway Investment Advisers
Ohio
$247K -$43.9K -697 -15%
LFAS
599
Level Four Advisory Services
Texas
$247K -$2.02K -32 -0.8%
BAM
600
Belpointe Asset Management
Nevada
$247K +$30.1K +478 +14%
22 23
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