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Xcel Energy
XEL

Name Holding Trade Value Shares
Change 		Change in
Stake
PAM
576
Peak Asset Management
Colorado
$362K – – –
WJWM
577
Williams Jones Wealth Management
New York
$362K +$82.6K +1,135 +29%
NPPM
578
North Point Portfolio Managers
Ohio
$361K -$3.64K -50 -1%
PCS
579
Personal CFO Solutions
New Jersey
$361K +$34.2K +470 +10%
SIA
580
Soltis Investment Advisors
Utah
$361K +$51.1K +703 +16%
ACM
581
AlphaStar Capital Management
North Carolina
$361K +$371K +5,096 New
SCM
582
Schnieders Capital Management
California
$357K -$43.7K -600 -11%
SF
583
Symphony Financial
Texas
$357K -$28.5K -392 -7%
GWSG
584
GPS Wealth Strategies Group
Colorado
$355K -$25.9K -356 -7%
AC
585
ASB Consultores
Florida
$354K -$69.4K -954 -16%
AC
586
Avestar Capital
New York
$352K +$58.6K +806 +19%
KWM
587
Kingsview Wealth Management
Oregon
$351K -$2.04K -28 -0.6%
WAP
588
Wealthcare Advisory Partners
Pennsylvania
$350K -$12.7K -175 -3%
ISWM
589
Independent Solutions Wealth Management
New York
$349K +$359K +4,934 New
EB
590
Eastern Bank
Massachusetts
$348K -$1.67K -23 -0.5%
AC
591
Abbrea Capital
California
$347K – – –
LSPW
592
Lake Street Private Wealth
Illinois
$347K +$77.6K +1,066 +28%
VVP
593
Venture Visionary Partners
Ohio
$347K +$25K +343 +8%
UB
594
UMB Bank
Missouri
$346K -$966K -13,281 -73%
LIM
595
Leavell Investment Management
Alabama
$346K – – –
BPWM
596
Badgley Phelps Wealth Managers
Washington
$344K +$4.58K +63 +1%
CRWM
597
Castle Rock Wealth Management
California
$342K – – –
FCH
598
Freestone Capital Holdings
Washington
$341K -$77.3K -1,062 -18%
MA
599
Montag & Associates
Georgia
$339K – – –
QFA
600
Quantum Financial Advisors
California
$335K +$325K +4,462 New
22 23
24
25 26