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Xcel Energy

Name Holding Trade Value Shares
Change
Change in
Stake
AAM
601
Aureus Asset Management
Massachusetts
$243K +$31.4K +465 +14%
RP
602
Riverbridge Partners
Minnesota
$238K – – –
1832 Asset Management
603
1832 Asset Management
Ontario, Canada
$238K +$255K +3,778 New
LFAS
604
Level Four Advisory Services
Texas
$237K +$39.9K +591 +18%
AWM
605
Accel Wealth Management
Iowa
$236K +$1.22K +18 +0.5%
BOH
606
Bank of Hawaii
Hawaii
$235K – – –
SAM
607
Strategy Asset Managers
California
$234K +$3.99K +59 +2%
PI
608
PEAK6 Investments
Illinois
$233K -$327K -4,845 -57%
BCI
609
Brinker Capital Investments
Pennsylvania
$233K – – –
IC
610
IEQ Capital
California
$232K +$30.5K +452 +14%
RFA
611
Reilly Financial Advisors
California
$231K – – –
NC
612
NovaPoint Capital
Georgia
$231K +$250K +3,703 New
BP
613
Ballentine Partners
Massachusetts
$230K -$2.23K -33 -0.9%
BAM
614
Belpointe Asset Management
Nevada
$228K – – –
SBIA
615
Sheaff Brock Investment Advisors
Indiana
$227K – – –
5L
616
55I LLC
Massachusetts
$227K +$245K +3,628 New
BA
617
Ballast Advisors
Minnesota
$226K +$270 +4 +0.1%
AC
618
Avestar Capital
New York
$226K +$20.1K +298 +9%
SYBT
619
Stock Yards Bank & Trust
Kentucky
$225K +$243K +3,602 New
WA
620
WESPAC Advisors
California
$224K +$242K +3,584 New
TW
621
Transform Wealth
Colorado
$223K – – –
PGFC
622
Peapack-Gladstone Financial Corp
New Jersey
$223K +$13.8K +204 +6%
HI
623
Horizon Investments
North Carolina
$223K +$17.7K +262 +8%
APW
624
Austin Private Wealth
Texas
$222K – – –
CBT
625
CoreFirst Bank & Trust
Kansas
$222K – – –