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Xcel Energy

Name Holding Trade Value Shares
Change
Change in
Stake
LIM
626
Leavell Investment Management
Alabama
$216K
EF
627
Empirical Finance
Pennsylvania
$215K +$217K +3,440 New
ACP
628
Aveo Capital Partners
Colorado
$214K -$520K -8,247 -71%
6M
629
6 Meridian
Kansas
$214K -$362K -5,751 -63%
ISB
630
Iowa State Bank
Iowa
$213K
PFSC
631
Peoples Financial Services Corp
Pennsylvania
$213K
BWA
632
BDO Wealth Advisors
Florida
$212K
PSUF
633
People's United Financial
Connecticut
$211K -$16.7K -265 -7%
SC
634
SouthState Corp
Florida
$210K -$1.39K -22 -0.6%
GWM
635
GSB Wealth Management
Connecticut
$210K
PI
636
Putnam Investments
Massachusetts
$210K
MAFM
637
Mid Atlantic Financial Management
Pennsylvania
$209K -$7.69K -122 -4%
SW
638
SVB Wealth
Massachusetts
$207K -$35.1K -557 -14%
DWM
639
Doyle Wealth Management
Florida
$207K +$209K +3,310 New
GCP
640
GSA Capital Partners
United Kingdom
$206K +$208K +3,296 New
CBT
641
Capital Bank & Trust
California
$205K
Fisher Asset Management
642
Fisher Asset Management
Washington
$205K +$207K +3,281 New
WANY
643
Wealthspire Advisors (New York)
New York
$204K -$147K -2,335 -42%
MIC
644
Means Investment Company
Maine
$203K +$181K +2,879 New
AW
645
Alpha Windward
Massachusetts
$202K -$4.98K -79 -2%
IAA
646
Independent Advisor Alliance
North Carolina
$202K +$204K +3,237 New
PL
647
Perpetual Ltd
Australia
$200K +$202K +3,200 New
AssetMark Inc
648
AssetMark Inc
California
$197K -$4.68M -74,268 -96%
CT
649
Caldwell Trust
Florida
$197K
First Manhattan
650
First Manhattan
New York
$193K +$88.2K +1,400 +82%