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Xcel Energy
XEL

Name Holding Trade Value Shares
Change 		Change in
Stake
BHWM
626
Bar Harbor Wealth Management
New Hampshire
$352K – – –
SAF
627
Smith Anglin Financial
Texas
$351K +$2.73K +46 +0.9%
PCG
628
Prosperity Consulting Group
Maryland
$351K +$319K +5,376 New
CWP
629
Concord Wealth Partners
Virginia
$349K – – –
WPC
630
Wedmont Private Capital
Pennsylvania
$344K +$28.7K +484 +10%
LFA
631
Legacy Financial Advisors
Kentucky
$344K +$12.2K +206 +4%
SQA
632
Simon Quick Advisors
New Jersey
$344K +$17.4K +294 +6%
AIMC
633
Alley Investment Management Company
Illinois
$343K -$24K -404 -7%
CRC
634
Curi RMB Capital
Illinois
$341K +$40.1K +676 +15%
VFPW
635
Vantage Financial Partners (Wisconsin)
Wisconsin
$339K +$308K +5,188 New
SRA
636
Secured Retirement Advisors
Minnesota
$338K -$830 -14 -0.3%
AWM
637
Ariadne Wealth Management
California
$338K +$303K +5,108 New
FMII
638
Farmers & Merchants Investments Inc
Nebraska
$338K – – –
TCM
639
Triumph Capital Management
Colorado
$338K -$428K -7,210 -58%
AFG
640
Argent Financial Group
Louisiana
$333K +$302K +5,093 New
MCM
641
Manchester Capital Management
Vermont
$332K +$1.13K +19 +0.4%
FPAS
642
Focus Partners Advisor Solutions
Missouri
$331K +$301K +5,070 New
ANTB
643
AMG National Trust Bank
Colorado
$326K -$16.1K -272 -5%
SPA
644
Sherbrooke Park Advisers
New York
$326K +$296K +4,990 New
WG
645
Welch Group
Alabama
$326K +$34.9K +589 +13%
RWP
646
RWA Wealth Partners
Massachusetts
$325K +$59 +1 +0%
TPA
647
Trivium Point Advisory
Connecticut
$324K +$280K +4,715 New
CJH
648
Christopher J. Hasenberg
Wisconsin
$323K – – –
LAM
649
Lummis Asset Management
Texas
$323K – – –
AG
650
Ascent Group
Virginia
$323K +$293K +4,946 New
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26
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