We are live on ! Find out more
XEL icon

Xcel Energy
XEL

Name Holding Trade Value Shares
Change 		Change in
Stake
RCA
601
Rowland Carmichael Advisors
Arizona
$261K – – –
LFAS
602
Level Four Advisory Services
Texas
$258K -$11.5K -169 -4%
OFW
603
Omnia Family Wealth
Florida
$255K – – –
SA
604
SRH Advisors
Kansas
$253K – – –
GW
605
GW & Wade
Massachusetts
$253K +$136 +2 +0.1%
WANY
606
Wealthspire Advisors (New York)
New York
$253K +$27.7K +406 +12%
FAIM
607
Financial Advocates Investment Management
Washington
$252K -$8.53K -125 -3%
SYBT
608
Stock Yards Bank & Trust
Kentucky
$252K – – –
GRP
609
Global Retirement Partners
California
$251K -$1.5K -22 -0.6%
RTC
610
Riverview Trust Company
Washington
$249K -$138K -2,025 -36%
AWE
611
Avidian Wealth Enterprises
Texas
$248K -$2.46K -36 -1%
MAFM
612
Mid Atlantic Financial Management
Pennsylvania
$248K +$2.46K +36 +1%
IFAM
613
Institutional & Family Asset Management
Colorado
$246K +$1.16K +17 +0.5%
SCM
614
Schnieders Capital Management
California
$241K – – –
TIM
615
Thompson Investment Management
Wisconsin
$241K – – –
LIM
616
Leavell Investment Management
Alabama
$239K – – –
DIA
617
Dana Investment Advisors
Wisconsin
$237K -$1.91K -28 -0.8%
FCH
618
Freestone Capital Holdings
Washington
$236K +$234K +3,424 New
ISB
619
Iowa State Bank
Iowa
$235K – – –
PFSC
620
Peoples Financial Services Corp
Pennsylvania
$235K – – –
BWA
621
BDO Wealth Advisors
Florida
$234K – – –
OSAM
622
O'Shaughnessy Asset Management
Connecticut
$234K +$28.7K +420 +14%
WCA
623
Waratah Capital Advisors
Ontario, Canada
$234K +$231K +3,387 New
PSUF
624
People's United Financial
Connecticut
$233K +$68 +1 +0%
BIM
625
Baldwin Investment Management
Pennsylvania
$233K +$230K +3,375 New
23 24
25
26 27