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Xcel Energy

Name Holding Trade Value Shares
Change
Change in
Stake
WANY
701
Wealthspire Advisors (New York)
New York
$207K +$199K +3,058 New
ZB
702
Zions Bancorporation
Utah
$204K +$3.58K +55 +2%
AWE
703
Avidian Wealth Enterprises
Texas
$203K +$196K +3,005 New
Jones Financial Companies
704
Jones Financial Companies
Missouri
$202K -$72.7K -1,115 -27%
LAM
705
LifePro Asset Management
California
$202K +$194K +2,978 New
EIG
706
Ellenbecker Investment Group
Wisconsin
$201K +$194K +2,974 New
CWM
707
Cranbrook Wealth Management
Michigan
$197K
TC
708
Trust Company
Kansas
$195K
CWS
709
Confluence Wealth Services
Pennsylvania
$189K +$183K +2,805 New
BIP
710
Blueprint Investment Partners
North Carolina
$185K +$179K +2,739 New
ST
711
Smithfield Trust
Pennsylvania
$185K
DMBA
712
Deseret Mutual Benefit Administrators
Utah
$178K +$14.3K +219 +9%
CT
713
Caldwell Trust
Florida
$177K -$8.8K -135 -5%
HPC
714
HM Payson & Co
Maine
$174K
VC
715
Vestor Capital
Illinois
$170K
FCMT
716
Founders Capital Management (Texas)
Texas
$169K
MA
717
MUFG Americas
New York
$166K +$92.4K +1,417 +138%
CT
718
Cambridge Trust
Massachusetts
$165K +$159K +2,444 New
WT
719
Washington Trust
Rhode Island
$163K -$61.9K -949 -28%
WWM
720
Wolff Wiese Magana
California
$161K -$9.91K -152 -6%
PVH
721
Psagot Value Holdings
Israel
$160K
PWMG
722
Prestige Wealth Management Group
New Jersey
$155K +$8.41K +129 +6%
GC
723
Garde Capital
Washington
$145K
MCM
724
Manchester Capital Management
Vermont
$144K
DHGWA
725
Dixon Hughes Goodman Wealth Advisors
North Carolina
$141K +$135K +2,078 New