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Xcel Energy

Name Holding Trade Value Shares
Change
Change in
Stake
FP
626
Financial Perspectives
Minnesota
$222K – – –
OWM
627
Orgel Wealth Management
Wisconsin
$221K +$2.43K +36 +1%
MA
628
Montag & Associates
Georgia
$220K -$31.1K -460 -12%
TIM
629
Thompson Investment Management
Wisconsin
$219K – – –
OWP
630
Obermeyer Wealth Partners
Colorado
$219K +$237K +3,501 New
Wolverine Trading
631
Wolverine Trading
Illinois
$218K +$235K +3,481 New
LNC
632
Lincoln National Corp
Pennsylvania
$217K -$41.9K -620 -15%
FHA
633
Flagship Harbor Advisors
Massachusetts
$215K – – –
MFW
634
Meristem Family Wealth
Minnesota
$215K +$233K +3,446 New
LWAC
635
Laurel Wealth Advisors (California)
California
$214K -$73.6K -1,089 -24%
SS
636
Sunbelt Securities
Texas
$214K – – –
PCMC
637
Private Capital Management (Colorado)
Colorado
$213K -$5.07K -75 -2%
PFSC
638
Peoples Financial Services Corp
Pennsylvania
$213K – – –
WT
639
Washington Trust
Rhode Island
$210K -$3.38K -50 -1%
SC
640
SouthState Corp
Florida
$210K – – –
WP
641
WealthSource Partners
California
$210K +$338 +5 +0.1%
DCM
642
Donaldson Capital Management
Indiana
$209K -$422K -6,249 -65%
IAA
643
Independent Advisor Alliance
North Carolina
$208K -$3.51K -52 -2%
FBC
644
Fairfield, Bush & Co
Connecticut
$207K -$195K -2,893 -47%
DWM
645
Doyle Wealth Management
Florida
$207K – – –
RA
646
RFG Advisory
Alabama
$206K -$46.7K -691 -17%
IFAM
647
Institutional & Family Asset Management
Colorado
$206K -$8.92K -132 -4%
BIM
648
Baldwin Investment Management
Pennsylvania
$206K -$5.07K -75 -2%
AG
649
AlphaSimPlex Group
Massachusetts
$204K -$241K -3,569 -52%
OSAM
650
O'Shaughnessy Asset Management
Connecticut
$204K +$12.8K +190 +6%