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Xcel Energy
XEL

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
701
Shah Wealth Advisors
California
$466K +$463K +5,804 New
KPPF
702
Klein Pavlis & Peasley Financial
California
$462K +$13.9K +174 +3%
KF
703
Krilogy Financial
Missouri
$459K +$63.5K +795 +16%
SC
704
Syon Capital
California
$458K +$15.6K +195 +4%
OWCM
705
One Wealth Capital Management
Arizona
$456K +$241K +3,018 +114%
BFG
706
Beto Financial Group
Idaho
$454K -$23.4K -293 -5%
GWMR
707
GC Wealth Management RIA
Massachusetts
$452K -$3.99K -50 -0.9%
SHFA
708
SC&H Financial Advisors
Maryland
$449K – – –
PP
709
Patron Partners
Texas
$448K +$151K +1,889 +51%
BJL
710
Brighton Jones LLC
Washington
$448K +$34K +426 +8%
ALAM
711
Asahi Life Asset Management
Japan
$447K +$445K +5,570 New
WP
712
Waycross Partners
Kentucky
$446K – – –
UB
713
UMB Bank
Missouri
$443K +$20.8K +261 +5%
TFIPS
714
Towarzystwo Funduszy Inwestycyjnych PZU SA
$441K +$115K +1,440 +36%
MNBTD
715
Moody National Bank Trust Division
Texas
$441K +$7.5K +94 +2%
CIAS
716
CFS Investment Advisory Services
New Jersey
$441K +$5.59K +70 +1%
AFG
717
Atomi Financial Group
New York
$440K +$83.4K +1,045 +24%
HIMC
718
Heritage Investors Management Corp
Maryland
$439K – – –
LWM
719
Lakeridge Wealth Management
Ohio
$436K +$1.04K +13 +0.2%
AC
720
AlphaCore Capital
California
$436K +$159K +1,988 +58%
WG
721
Winton Group
United Kingdom
$434K +$431K +5,400 New
CAM
722
Carret Asset Management
New York
$433K – – –
BHWM
723
Bar Harbor Wealth Management
New Hampshire
$433K – – –
BW
724
Bravera Wealth
North Dakota
$431K -$2K -25 -0.5%
PTC
725
Private Trust Company
Ohio
$428K -$84.1K -1,053 -16%
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