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Xcel Energy
XEL

Name Holding Trade Value Shares
Change 		Change in
Stake
CTA
601
Chesley Taft & Associates
Illinois
$241K -$6.52K -100 -2%
AIA
602
Affinity Investment Advisors
California
$241K – – –
ATFA
603
All Terrain Financial Advisors
Minnesota
$241K – – –
MA
604
Montag & Associates
Georgia
$240K – – –
OSNBOA
605
Old Second National Bank of Aurora
Illinois
$240K – – –
CFS
606
CRA Financial Services
New Jersey
$240K +$260K +3,984 New
BA
607
Ballast Advisors
Minnesota
$239K +$32.8K +503 +15%
CIA
608
CSat Investment Advisory
Michigan
$238K +$18.5K +284 +8%
LFAS
609
Level Four Advisory Services
Texas
$238K +$26.7K +409 +12%
B
610
Bailard
California
$237K -$43.7K -671 -15%
BAM
611
Blueshift Asset Management
New Jersey
$236K +$255K +3,912 New
SW
612
SVB Wealth
Massachusetts
$233K -$5.21K -80 -2%
RFA
613
Reilly Financial Advisors
California
$232K – – –
GLR
614
Great Lakes Retirement
Ohio
$231K -$163K -2,497 -39%
NCM
615
Next Capital Management
New York
$230K +$248K +3,809 New
MIA
616
MainStreet Investment Advisors
Illinois
$230K +$249K +3,820 New
RCA
617
Rowland Carmichael Advisors
Arizona
$228K – – –
VAG
618
VisionPoint Advisory Group
Texas
$227K -$2.67M -41,023 -92%
OFW
619
Omnia Family Wealth
Florida
$223K +$13K +200 +6%
QCG
620
Quadrant Capital Group
Ohio
$223K +$111K +1,703 +85%
WA
621
Wealth Alliance
New York
$222K +$240K +3,684 New
SYBT
622
Stock Yards Bank & Trust
Kentucky
$220K – – –
PSUF
623
People's United Financial
Connecticut
$220K +$28.8K +442 +14%
AWE
624
Avidian Wealth Enterprises
Texas
$219K -$7.04K -108 -3%
DIA
625
Dana Investment Advisors
Wisconsin
$217K -$55.9K -858 -19%
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