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Xcel Energy

Name Holding Trade Value Shares
Change
Change in
Stake
IAA
701
Independent Advisor Alliance
North Carolina
$210K -$14.7K -225 -7%
BIM
702
Baldwin Investment Management
Pennsylvania
$210K -$13K -200 -6%
First Manhattan
703
First Manhattan
New York
$210K – – –
SS
704
Sunbelt Securities
Texas
$207K -$5.41K -83 -3%
WANY
705
Wealthspire Advisors (New York)
New York
$207K +$199K +3,058 New
ZB
706
Zions Bancorporation
Utah
$204K +$3.58K +55 +2%
AWE
707
Avidian Wealth Enterprises
Texas
$203K +$196K +3,005 New
Jones Financial Companies
708
Jones Financial Companies
Missouri
$202K -$72.7K -1,115 -27%
LAM
709
LifePro Asset Management
California
$202K +$194K +2,978 New
EIG
710
Ellenbecker Investment Group
Wisconsin
$201K +$194K +2,974 New
CWM
711
Cranbrook Wealth Management
Michigan
$197K – – –
TC
712
Trust Company
Kansas
$195K – – –
CWS
713
Confluence Wealth Services
Pennsylvania
$189K +$183K +2,805 New
BIP
714
Blueprint Investment Partners
North Carolina
$185K +$179K +2,739 New
ST
715
Smithfield Trust
Pennsylvania
$185K – – –
DMBA
716
Deseret Mutual Benefit Administrators
Utah
$178K +$14.3K +219 +9%
CT
717
Caldwell Trust
Florida
$177K -$8.8K -135 -5%
HPC
718
HM Payson & Co
Maine
$174K – – –
VC
719
Vestor Capital
Illinois
$170K – – –
FCMT
720
Founders Capital Management (Texas)
Texas
$169K – – –
MA
721
MUFG Americas
New York
$166K +$92.4K +1,417 +138%
CT
722
Cambridge Trust
Massachusetts
$165K +$159K +2,444 New
WT
723
Washington Trust
Rhode Island
$163K -$61.9K -949 -28%
WWM
724
Wolff Wiese Magana
California
$161K -$9.91K -152 -6%
PVH
725
Psagot Value Holdings
Israel
$160K – – –