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Xcel Energy

Name Holding Trade Value Shares
Change
Change in
Stake
FPAS
676
Focus Partners Advisor Solutions
Missouri
$230K +$222K +3,400 New
CFA
677
Carroll Financial Associates
North Carolina
$229K +$55.5K +852 +33%
WP
678
WealthSource Partners
California
$228K +$261 +4 +0.1%
DCM
679
Donaldson Capital Management
Indiana
$226K -$261 -4 -0.1%
LFAS
680
Level Four Advisory Services
Texas
$225K -$31K -476 -13%
LNC
681
Lincoln National Corp
Pennsylvania
$225K -$9.26K -142 -4%
SBIA
682
Sheaff Brock Investment Advisors
Indiana
$224K -$20.3K -311 -9%
FBC
683
Fairfield, Bush & Co
Connecticut
$224K – – –
IFAM
684
Institutional & Family Asset Management
Colorado
$224K +$1.24K +19 +0.6%
BB
685
Busey Bank
Illinois
$224K +$216K +3,315 New
IWM
686
IHT Wealth Management
Illinois
$220K – – –
MFA
687
McClarren Financial Advisors
Pennsylvania
$220K +$1.56K +24 +0.7%
NIM
688
NuWave Investment Management
New Jersey
$220K +$212K +3,245 New
CCM
689
Chilton Capital Management
Texas
$219K – – –
LA
690
Lifeworks Advisors
Michigan
$219K +$211K +3,237 New
B
691
Bailard
California
$217K -$1.89K -29 -0.9%
PIM
692
Perpetual Investment Management
Australia
$217K – – –
RT
693
Rockland Trust
Massachusetts
$216K +$208K +3,193 New
LFG
694
Lockerman Financial Group
California
$215K +$207K +3,180 New
Brown Advisory
695
Brown Advisory
Maryland
$214K -$4.24K -65 -2%
SVWAG
696
Sound View Wealth Advisors Group
Georgia
$214K +$206K +3,165 New
AC
697
ASB Consultores
Florida
$212K +$204K +3,127 New
WCM
698
Windsor Capital Management
Arizona
$212K +$204K +3,133 New
QCG
699
Quadrant Capital Group
Ohio
$211K +$16.3K +250 +9%
CWM
700
Cornerstone Wealth Management
Missouri
$211K +$204K +3,133 New