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Xcel Energy
XEL

Name Holding Trade Value Shares
Change 		Change in
Stake
OFW
626
Omnia Family Wealth
Florida
$222K – – –
BBA
627
BLB&B Advisors
Pennsylvania
$221K -$22.5K -360 -9%
GW
628
GW & Wade
Massachusetts
$220K -$12.4K -198 -5%
SCM
629
Schnieders Capital Management
California
$220K -$1.56K -25 -0.7%
BA
630
Ballast Advisors
Minnesota
$220K +$216K +3,460 New
CCMG
631
Clark Capital Management Group
Pennsylvania
$217K +$7.13K +114 +3%
ISB
632
Iowa State Bank
Iowa
$216K – – –
PFSC
633
Peoples Financial Services Corp
Pennsylvania
$216K – – –
YMRC
634
Yorktown Management & Research Company
Virginia
$216K – – –
IFAM
635
Institutional & Family Asset Management
Colorado
$216K +$1K +16 +0.5%
SC
636
SouthState Corp
Florida
$215K – – –
SC
637
Steph & Co
Wisconsin
$215K +$212K +3,388 New
GWM
638
GSB Wealth Management
Connecticut
$214K – – –
HPC
639
HM Payson & Co
Maine
$213K – – –
OIA
640
OneDigital Investment Advisors
Kansas
$212K – – –
CBT
641
Capital Bank & Trust
California
$212K +$205K +3,274 +5,281%
PTC
642
Private Trust Company
Ohio
$211K -$5.63K -90 -3%
TCOV
643
Trust Company of Vermont
Vermont
$211K – – –
JIC
644
Johnson Investment Counsel
Ohio
$205K -$29.5K -472 -13%
HCM
645
Hilton Capital Management
New York
$203K – – –
PL
646
Perpetual Ltd
Australia
$203K – – –
PSUF
647
People's United Financial
Connecticut
$203K +$200K +3,200 New
SHJ
648
Sharkey, Howes & Javer
Colorado
$201K +$876 +14 +0.4%
AF
649
Affiance Financial
Minnesota
$200K +$197K +3,147 New
CT
650
Caldwell Trust
Florida
$200K +$197K +3,148 New
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