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Xcel Energy

Name Holding Trade Value Shares
Change
Change in
Stake
SIS
651
Sound Income Strategies
Florida
$79K – – –
TL
652
TrueWealth LLC
Georgia
$78K – – –
PHK
653
Point72 Hong Kong
Hong Kong
$74K +$11.7K +220 +20%
PCG
654
Private Capital Group
Connecticut
$73K -$11.3K -212 -14%
VCM
655
Versant Capital Management
Arizona
$73K -$5.32K -100 -7%
QAM
656
QCI Asset Management
New York
$73K – – –
Bessemer Group
657
Bessemer Group
New Jersey
$70K +$26.8K +504 +68%
WC
658
Whitnell & Co
Illinois
$68K – – –
TFS
659
TrustCore Financial Services
Tennessee
$66K – – –
NCM
660
Next Capital Management
New York
$64K +$60.7K +1,141 New
DBT
661
Dubuque Bank & Trust
Iowa
$63K -$55.8K -1,049 -48%
LWCFA
662
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$63K -$6.92K -130 -10%
RAM
663
Riggs Asset Management
Pennsylvania
$61K – – –
CAW
664
Cornerstone Advisors (Washington)
Washington
$61K +$4.52K +85 +8%
NWM
665
Northwest Wealth Management
Iowa
$59K -$48.6K -913 -47%
FMP
666
Financial Management Professionals
Texas
$59K -$2.34K -44 -4%
OIA
667
Optimum Investment Advisors
Illinois
$59K – – –
WAS
668
Winch Advisory Services
Wisconsin
$57K -$21.3K -401 -28%
MA
669
MUFG Americas
New York
$57K +$53.8K +1,012 New
CCM
670
Cribstone Capital Management
Maine
$54K – – –
TVWM
671
Tower View Wealth Management
Wisconsin
$51K – – –
SCM
672
Shelton Capital Management
Colorado
$50.4K -$2.53M -47,580 -94%
SLF
673
Sun Life Financial
Ontario, Canada
$49K -$28K -526 -37%
FCA
674
FinTrust Capital Advisors
South Carolina
$49K – – –
NCM
675
Nelson Capital Management
California
$49K – – –