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Xcel Energy

Name Holding Trade Value Shares
Change
Change in
Stake
DSC
601
Duncker Streett & Co
Missouri
$63K +$347 +7 +0.5%
LWCFA
602
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$60K – – –
VIA
603
Vantage Investment Advisors
Pennsylvania
$60K – – –
RFM
604
Royal Fund Management
Florida
$58K – – –
WC
605
Whitnell & Co
Illinois
$58K – – –
SC
606
Slow Capital
California
$58K +$58.9K +1,187 New
CA
607
Calton & Associates
Florida
$56K +$61.5K +1,240 New
DCM
608
Dupont Capital Management
Delaware
$55K -$32.4K -653 -36%
SLF
609
Sun Life Financial
Ontario, Canada
$54K -$130K -2,629 -70%
Carson Wealth (CWM LLC)
610
Carson Wealth (CWM LLC)
Nebraska
$52K – – –
TFS
611
TrustCore Financial Services
Tennessee
$51K +$52.6K +1,059 New
CCM
612
Cribstone Capital Management
Maine
$47K – – –
TVWM
613
Tower View Wealth Management
Wisconsin
$44K +$45.5K +916 New
CPA
614
Clear Perspective Advisors
Illinois
$43K – – –
CAW
615
Cornerstone Advisors (Washington)
Washington
$42K – – –
QCG
616
Quadrant Capital Group
Ohio
$41K – – –
GSC
617
G&S Capital
Colorado
$40K +$41.3K +833 New
FPFS
618
First Personal Financial Services
North Carolina
$39K -$19.9K -400 -33%
EA
619
Edge Advisors
Georgia
$39K +$3.13K +63 +8%
LC
620
Landaas & Company
Wisconsin
$38K +$38.5K +775 New
BC
621
Bartlett & Co
Ohio
$37K – – –
MMG
622
Monetary Management Group
Missouri
$37K – – –
PHK
623
Point72 Hong Kong
Hong Kong
$37K +$38K +765 New
HT
624
Heritage Trust
Oklahoma
$36K +$2.48K +50 +7%
MRCM
625
M&R Capital Management
New Jersey
$35K – – –