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Xcel Energy

Name Holding Trade Value Shares
Change
Change in
Stake
WEC
651
Winslow Evans & Crocker
Massachusetts
$100K – – –
BCWM
652
Bartlett & Co Wealth Management
Ohio
$94.3K – – –
BC
653
Bartlett & Co
Ohio
$94K – – –
AS
654
Altshuler Shaham
Israel
$93K +$45.9K +798 +103%
MAM
655
Meeder Asset Management
Ohio
$93K +$89.7K +1,561 New
FHA
656
Flagship Harbor Advisors
Massachusetts
$92K +$41.3K +719 +87%
1IA
657
1834 Investment Advisors
Wisconsin
$89K – – –
EWM
658
Endurance Wealth Management
Rhode Island
$89K – – –
GLI
659
Guardian Life Insurance
New York
$88K – – –
JFGIW
660
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$84K – – –
SIS
661
Sound Income Strategies
Florida
$83K – – –
TL
662
TrueWealth LLC
Georgia
$82K – – –
MCM
663
Manchester Capital Management
Vermont
$80K -$8.91K -155 -10%
QAM
664
QCI Asset Management
New York
$77K – – –
CAW
665
Cornerstone Advisors (Washington)
Washington
$73K +$7.93K +138 +13%
WC
666
Whitnell & Co
Illinois
$72K – – –
TPWA
667
TRUE Private Wealth Advisors
Oregon
$72K +$70K +1,218 New
PWP
668
Personal Wealth Partners
Minnesota
$71K +$68.3K +1,188 New
Bessemer Group
669
Bessemer Group
New Jersey
$67K -$6.78K -118 -9%
LWCFA
670
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$66K – – –
VCM
671
Versant Capital Management
Arizona
$65K -$12.1K -211 -16%
RAM
672
Riggs Asset Management
Pennsylvania
$65K – – –
FMP
673
Financial Management Professionals
Texas
$62K – – –
OIA
674
Optimum Investment Advisors
Illinois
$62K – – –
WAS
675
Winch Advisory Services
Wisconsin
$61K +$402 +7 +0.7%