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Xcel Energy

Name Holding Trade Value Shares
Change
Change in
Stake
SWP
651
Sagespring Wealth Partners
Tennessee
$599K -$39.5K -495 -6%
UOTTAIMCU
652
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$596K -$1.79M -22,418 -75%
KIA
653
KCM Investment Advisors
California
$595K -$11.2K -140 -2%
Brown Advisory
654
Brown Advisory
Maryland
$594K -$54.4K -681 -8%
OC
655
Oarsman Capital
Wisconsin
$594K -$8.38K -105 -1%
GIM
656
Goelzer Investment Management
Indiana
$593K – – –
EH
657
Equitable Holdings
New York
$592K +$44.8K +561 +8%
ATS
658
Ashton Thomas Securities
New York
$590K +$104K +1,298 +21%
CFA
659
Cahill Financial Advisors
Minnesota
$588K -$14.2K -178 -2%
PCS
660
Personal CFO Solutions
New Jersey
$586K +$13.4K +168 +2%
SWM
661
Segment Wealth Management
Texas
$585K +$131K +1,635 +29%
LWA
662
Lifelong Wealth Advisors
Minnesota
$576K -$28.8K -361 -5%
EWS
663
Evergreen Wealth Solutions
Pennsylvania
$570K +$577K +7,223 New
NIM
664
Nicollet Investment Management
Minnesota
$563K – – –
Connor, Clark & Lunn Investment Management (CC&L)
665
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$563K -$8.35M -104,557 -94%
FA
666
Fiduciary Alliance
South Carolina
$554K -$58.7K -735 -10%
TPA
667
Trivium Point Advisory
Connecticut
$553K -$4.71K -59 -0.8%
IP
668
Indivisible Partners
Florida
$549K +$546K +6,836 New
AWM
669
Aprio Wealth Management
Georgia
$547K +$6.54K +82 +1%
MGWM
670
Marks Group Wealth Management
Minnesota
$546K -$76.6K -960 -12%
CIA
671
Capital Investment Advisors
Georgia
$544K +$41.2K +516 +8%
CS
672
Candriam SCA
Luxembourg
$542K -$479 -6 -0.1%
VSQM
673
V-Square Quantitative Management
Illinois
$538K +$5.51K +69 +1%
CWM
674
Centric Wealth Management
Illinois
$537K +$286K +3,584 +113%
RBC
675
Romano Brothers & Co
Illinois
$536K -$12K -150 -2%