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Xcel Energy

Name Holding Trade Value Shares
Change
Change in
Stake
IFAM
626
Institutional & Family Asset Management
Colorado
$219K +$1.06K +17 +0.5%
GWM
627
GSB Wealth Management
Connecticut
$218K – – –
HPC
628
HM Payson & Co
Maine
$217K -$14K -225 -6%
TCOV
629
Trust Company of Vermont
Vermont
$216K – – –
OIA
630
OneDigital Investment Advisors
Kansas
$216K +$71.9K +1,154 +53%
CCMG
631
Clark Capital Management Group
Pennsylvania
$214K -$16.7K -268 -8%
AS
632
Altshuler Shaham
Israel
$210K +$101K +1,623 +103%
HCM
633
Hilton Capital Management
New York
$208K – – –
PL
634
Perpetual Ltd
Australia
$208K +$199K +3,200 New
SHJ
635
Sharkey, Howes & Javer
Colorado
$204K +$872 +14 +0.4%
OPCM
636
Osborne Partners Capital Management
California
$204K +$196K +3,150 New
GAM
637
Gotham Asset Management
New York
$202K -$68.6K -1,101 -26%
FBC
638
Fairfield, Bush & Co
Connecticut
$201K +$193K +3,099 New
NNP
639
Nachman Norwood & Parrott
South Carolina
$200K -$157K -2,526 -45%
DZ Bank
640
DZ Bank
Germany
$195K +$62.3K +1,000 +50%
CAGAS
641
Capital Advisory Group Advisory Services
Minnesota
$188K – – –
RFA
642
Reilly Financial Advisors
California
$188K – – –
HDIM
643
Hanson & Doremus Investment Management
Vermont
$185K – – –
FHA
644
Flagship Harbor Advisors
Massachusetts
$184K +$80.8K +1,296 +84%
CIAS
645
Capital Investment Advisory Services
North Carolina
$183K -$4.67K -75 -3%
FCMT
646
Founders Capital Management (Texas)
Texas
$181K – – –
HR
647
Howe & Rusling
New York
$181K – – –
BAM
648
Barrett Asset Management
New York
$178K +$10.1K +162 +6%
IF
649
Ironwood Financial
Arizona
$171K – – –
BCWM
650
Bartlett & Co Wealth Management
Ohio
$168K +$62.3K +1,000 +63%