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Xcel Energy
XEL

Name Holding Trade Value Shares
Change 		Change in
Stake
IWM
626
Integris Wealth Management
California
$432K +$1.18K +17 +0.3%
LFA
627
Legacy Financial Advisors
Kentucky
$431K +$14.3K +206 +3%
FHA
628
First Horizon Advisors
Tennessee
$428K +$20.2K +292 +5%
BAM
629
Blueshift Asset Management
New Jersey
$427K +$435K +6,277 New
SIAG
630
Safeguard Investment Advisory Group
California
$427K – – –
EFS
631
Essex Financial Services
Connecticut
$426K +$170K +2,458 +65%
AWA
632
Aaron Wealth Advisors
Illinois
$425K -$16.2K -234 -4%
CFG
633
Copley Financial Group
California
$425K -$49.5K -714 -10%
SAM
634
Smartleaf Asset Management
Massachusetts
$423K -$51K -736 -11%
MYIA
635
Mount Yale Investment Advisors
Colorado
$417K +$123K +1,767 +41%
SLI
636
Sumitomo Life Insurance
Japan
$414K -$624 -9 -0.1%
AF
637
Affiance Financial
Minnesota
$413K – – –
SWM
638
Segment Wealth Management
Texas
$413K +$122K +1,759 +41%
VSQM
639
V-Square Quantitative Management
Illinois
$413K +$34.5K +498 +9%
PPC
640
Park Place Capital
Alabama
$413K -$1.53K -22 -0.4%
GIM
641
Goelzer Investment Management
Indiana
$412K – – –
PCS
642
Personal CFO Solutions
New Jersey
$403K -$5.76K -83 -1%
SSWM
643
Sheets Smith Wealth Management
North Carolina
$401K -$12.7K -183 -3%
VVP
644
Venture Visionary Partners
Ohio
$400K +$150K +2,158 +58%
QC
645
Quaero Capital
Switzerland
$400K +$407K +5,876 New
NWAG
646
Net Worth Advisory Group
Utah
$400K +$76.6K +1,104 +23%
HBT
647
Hills Bank & Trust
Iowa
$395K – – –
LF
648
Lantz Financial
Illinois
$394K +$5.34K +77 +1%
HSA
649
HBK Sorce Advisory
Pennsylvania
$393K +$2.77K +40 +0.7%
GAM
650
Gotham Asset Management
New York
$392K +$177K +2,555 +80%
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