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Xcel Energy
XEL

Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
626
Parsons Capital Management
Rhode Island
$628K +$35.8K +457 +6%
CIG
627
Cascade Investment Group
Colorado
$626K – – –
LFA
628
Laraway Financial Advisors
Minnesota
$624K – – –
DFCM
629
Dark Forest Capital Management
Puerto Rico
$621K +$613K +7,817 New
BCM
630
Brookstone Capital Management
Illinois
$620K -$387K -4,935 -39%
WIA
631
World Investment Advisors
California
$619K -$103K -1,313 -14%
MGWM
632
Marks Group Wealth Management
Minnesota
$616K +$42.2K +538 +7%
PA
633
Parallel Advisors
California
$616K +$51K +650 +9%
SWA
634
SFMG Wealth Advisors
Texas
$610K – – –
FA
635
Fiduciary Alliance
South Carolina
$601K +$4.08K +52 +0.7%
KIA
636
KCM Investment Advisors
California
$600K +$11K +140 +2%
LWA
637
Lifelong Wealth Advisors
Minnesota
$598K -$7.61K -97 -1%
SCA
638
Stonebridge Capital Advisors
Minnesota
$597K -$4.16K -53 -0.7%
PWM
639
Perigon Wealth Management
California
$596K -$784 -10 -0.1%
OC
640
Oarsman Capital
Wisconsin
$596K -$7.84K -100 -1%
CFA
641
Cahill Financial Advisors
Minnesota
$596K -$2.04K -26 -0.3%
IP
642
Interval Partners
New York
$589K +$581K +7,413 New
LFAS
643
Level Four Advisory Services
Texas
$588K +$8.31K +106 +1%
GIM
644
Goelzer Investment Management
Indiana
$587K -$7.84K -100 -1%
CCA
645
Checchi Capital Advisers
California
$587K +$71.4K +910 +14%
RA
646
RFG Advisory
Alabama
$584K -$21.6K -276 -4%
CI
647
CX Institutional
Indiana
$583K +$2.43K +31 +0.4%
DB
648
Danske Bank
Denmark
$580K – – –
HCM
649
Howard Capital Management
Georgia
$577K -$806K -10,281 -59%
PCS
650
Personal CFO Solutions
New Jersey
$567K +$42.5K +542 +8%
24 25
26
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