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Xcel Energy
XEL

Name Holding Trade Value Shares
Change 		Change in
Stake
AI
601
Atria Investments
North Carolina
$238K +$228K +3,663 New
SYBT
602
Stock Yards Bank & Trust
Kentucky
$237K – – –
KWM
603
Kingsview Wealth Management
Oregon
$236K +$226K +3,632 New
BFM
604
Boothbay Fund Management
New York
$236K +$227K +3,644 New
ER
605
Enlightenment Research
Florida
$234K +$224K +3,600 New
MAFM
606
Mid Atlantic Financial Management
Pennsylvania
$231K -$32.9K -528 -13%
AW
607
Alpha Windward
Massachusetts
$231K – – –
MNBTD
608
Moody National Bank Trust Division
Texas
$231K – – –
CIA
609
CSat Investment Advisory
Michigan
$230K -$11.8K -190 -5%
NAS
610
Nicolet Advisory Services
Wisconsin
$230K +$249 +4 +0.1%
LNC
611
Lincoln National Corp
Pennsylvania
$228K -$187 -3 -0.1%
OFW
612
Omnia Family Wealth
Florida
$227K – – –
FAIM
613
Financial Advocates Investment Management
Washington
$227K +$2.49K +40 +1%
SCM
614
Schnieders Capital Management
California
$226K +$6.23K +100 +3%
MA
615
MANA Advisors
New York
$225K +$216K +3,469 New
GVAG
616
Great Valley Advisor Group
Delaware
$225K +$216K +3,472 New
LIM
617
Leavell Investment Management
Alabama
$224K +$214K +3,435 New
EWA
618
EP Wealth Advisors
California
$223K – – –
CG
619
Corundum Group
Colorado
$222K -$249 -4 -0.1%
PTC
620
Private Trust Company
Ohio
$221K -$13.8K -221 -6%
ISB
621
Iowa State Bank
Iowa
$221K – – –
PFSC
622
Peoples Financial Services Corp
Pennsylvania
$221K – – –
YMRC
623
Yorktown Management & Research Company
Virginia
$221K – – –
SC
624
SouthState Corp
Florida
$220K -$3.3K -53 -2%
LFAS
625
Level Four Advisory Services
Texas
$219K -$1.12K -18 -0.5%
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