We are live on ! Find out more
XEL icon

Xcel Energy
XEL

Name Holding Trade Value Shares
Change 		Change in
Stake
PMAM
676
Picton Mahoney Asset Management
Ontario, Canada
$337K +$104K +1,545 +45%
RWM
677
Ritholtz Wealth Management
New York
$337K -$41.5K -618 -11%
LAM
678
Lummis Asset Management
Texas
$334K – – –
ILI
679
Invesco LLC (Illinois)
Illinois
$334K +$58.4K +871 +21%
PA
680
Parallel Advisors
California
$333K +$88.4K +1,318 +37%
SRL
681
Scientech Research LLC
New Jersey
$331K +$329K +4,906 New
SWP
682
Significant Wealth Partners
Illinois
$330K +$327K +4,881 New
APW
683
Aventura Private Wealth
Florida
$329K +$327K +4,878 New
CCM
684
Carlson Capital Management
Minnesota
$327K +$66.1K +986 +26%
DB
685
Danske Bank
Denmark
$324K – – –
ANTB
686
AMG National Trust Bank
Colorado
$324K -$13.5K -201 -4%
PTC
687
Private Trust Company
Ohio
$323K +$15.6K +233 +5%
PCIA
688
Prime Capital Investment Advisors
Kansas
$323K +$17.6K +263 +6%
WIM
689
Warwick Investment Management
Texas
$323K +$321K +4,785 New
MYIA
690
Mount Yale Investment Advisors
Colorado
$316K +$47.7K +711 +18%
PAM
691
Panagora Asset Management
Massachusetts
$315K -$2.45M -36,561 -89%
NWAG
692
Net Worth Advisory Group
Utah
$315K +$3.96K +59 +1%
FGC
693
Financial Gravity Companies
Texas
$314K +$312K +4,652 New
CPA
694
Capital Performance Advisors
California
$314K +$81.6K +1,216 +35%
WI
695
WrapManager Inc
California
$309K -$23.1K -345 -7%
CA
696
Clearstead Advisors
Ohio
$307K -$11.9K -178 -4%
CRC
697
Curi RMB Capital
Illinois
$307K -$45.3K -676 -13%
SWP
698
Sagespring Wealth Partners
Tennessee
$306K +$304K +4,533 New
AA
699
Advisory Alpha
Michigan
$306K -$278K -4,139 -48%
FRM
700
Fox Run Management
Connecticut
$306K +$304K +4,528 New
26 27
28
29 30