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Xcel Energy

Name Holding Trade Value Shares
Change
Change in
Stake
TCM
676
Triumph Capital Management
Colorado
$251K -$3.57K -49 -1%
SWM
677
Scissortail Wealth Management
Oklahoma
$251K +$280K +3,849 New
LAS
678
LWM Advisory Services
Florida
$250K +$18.6K +256 +7%
WIC
679
Woodmont Investment Counsel
Tennessee
$248K – – –
CL
680
Choreo LLC
Illinois
$245K -$764K -10,495 -73%
SFA
681
Sequoia Financial Advisors
Ohio
$245K +$13.9K +191 +5%
EWM
682
Evercore Wealth Management
New York
$245K +$44.8K +615 +19%
PG
683
Pendal Group
Australia
$245K +$279K +3,830 New
APA
684
American Portfolios Advisors
New York
$244K -$49.2K -676 -15%
RJT
685
Raymond James Trust
Florida
$242K +$16.2K +223 +6%
BOH
686
Bank of Hawaii
Hawaii
$241K – – –
CCM
687
Chilton Capital Management
Texas
$241K – – –
Boston Partners
688
Boston Partners
Massachusetts
$241K +$20.8K +286 +8%
PFO
689
Pathstone Family Office
New Jersey
$236K +$268K +3,677 New
VCM
690
Versant Capital Management
Arizona
$235K – – –
SIM
691
Sentry Investment Management
Wisconsin
$233K – – –
LCM
692
LCM Capital Management
Illinois
$230K – – –
SQA
693
Simon Quick Advisors
New Jersey
$230K +$4.08K +56 +2%
APW
694
Austin Private Wealth
Texas
$228K – – –
CBT
695
CoreFirst Bank & Trust
Kansas
$228K – – –
ACA
696
Aptus Capital Advisors
Alabama
$228K +$257K +3,535 New
WT
697
Whittier Trust
California
$227K -$466K -6,400 -64%
RA
698
RFG Advisory
Alabama
$226K -$53.4K -733 -18%
CSPIA
699
Cary Street Partners Investment Advisory
Virginia
$225K +$28K +385 +12%
OWP
700
Obermeyer Wealth Partners
Colorado
$224K – – –