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Xcel Energy

Name Holding Trade Value Shares
Change
Change in
Stake
LL
651
LPWM LLC
Minnesota
$248K -$19.6K -300 -8%
DWM
652
Doyle Wealth Management
Florida
$248K +$23.3K +357 +11%
BP
653
Ballentine Partners
Massachusetts
$246K -$2.09K -32 -0.9%
BA
654
Ballast Advisors
Minnesota
$245K +$261 +4 +0.1%
APW
655
Austin Private Wealth
Texas
$241K
CBT
656
CoreFirst Bank & Trust
Kansas
$241K
FP
657
Financial Perspectives
Minnesota
$240K
TW
658
Transform Wealth
Colorado
$240K -$1.3K -20 -0.6%
TAM
659
Tealwood Asset Management
Minnesota
$237K -$65.2K -1,000 -22%
PGFC
660
Peapack-Gladstone Financial Corp
New Jersey
$237K -$3.46K -53 -1%
OWM
661
Orgel Wealth Management
Wisconsin
$237K -$2.35K -36 -1%
OWP
662
Obermeyer Wealth Partners
Colorado
$237K
TIM
663
Thompson Investment Management
Wisconsin
$237K
SWM
664
Segment Wealth Management
Texas
$237K +$228K +3,499 New
SFA
665
Sequoia Financial Advisors
Ohio
$235K +$226K +3,471 New
LCM
666
LCM Capital Management
Illinois
$235K +$227K +3,477 New
PCMC
667
Private Capital Management (Colorado)
Colorado
$234K +$3.46K +53 +2%
QT
668
Quantamental Technologies
New York
$233K -$717K -10,993 -76%
DU
669
Delphia (USA)
Ontario, Canada
$233K +$225K +3,449 New
MFW
670
Meristem Family Wealth
Minnesota
$231K -$2.61K -40 -1%
MM
671
MQS Management
New York
$231K +$222K +3,411 New
PFSC
672
Peoples Financial Services Corp
Pennsylvania
$230K
FPAS
673
Focus Partners Advisor Solutions
Missouri
$230K +$222K +3,400 New
CFA
674
Carroll Financial Associates
North Carolina
$229K +$55.5K +852 +33%
WP
675
WealthSource Partners
California
$228K +$261 +4 +0.1%