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Xcel Energy
XEL

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
701
Segment Wealth Management
Texas
$224K – – –
TAM
702
Tealwood Asset Management
Minnesota
$224K – – –
LFG
703
Lockerman Financial Group
California
$220K +$18.2K +250 +8%
SSG
704
Summit Securities Group
New York
$220K +$250K +3,439 New
PFSC
705
Peoples Financial Services Corp
Pennsylvania
$218K – – –
ZCA
706
Zeke Capital Advisors
Pennsylvania
$218K – – –
FPIS
707
Financial Planning & Information Services
Wisconsin
$216K +$246K +3,376 New
IFAM
708
Institutional & Family Asset Management
Colorado
$215K +$1.46K +20 +0.6%
FP
709
Financial Perspectives
Minnesota
$214K -$4.88K -67 -2%
ZB
710
Zions Bancorporation
Utah
$213K -$4.29K -59 -2%
DCM
711
Donaldson Capital Management
Indiana
$212K – – –
FBC
712
Fairfield, Bush & Co
Connecticut
$212K – – –
OWM
713
Orgel Wealth Management
Wisconsin
$212K – – –
SBIA
714
Sheaff Brock Investment Advisors
Indiana
$212K – – –
VIA
715
Virtus Investment Advisers
Connecticut
$212K +$241K +3,307 New
MFA
716
McClarren Financial Advisors
Pennsylvania
$211K +$1.67K +23 +0.7%
CWS
717
Confluence Wealth Services
Pennsylvania
$210K – – –
SLG
718
Stanley-Laman Group
Pennsylvania
$209K – – –
GCP
719
GSA Capital Partners
United Kingdom
$209K +$238K +3,271 New
CI
720
CX Institutional
Indiana
$208K -$6.19K -85 -3%
LFAS
721
Level Four Advisory Services
Texas
$208K -$2.98K -41 -1%
FWM
722
FFT Wealth Management
Pennsylvania
$208K +$236K +3,247 New
LP
723
LGL Partners
Pennsylvania
$208K +$236K +3,247 New
BB
724
Busey Bank
Illinois
$205K – – –
PIM
725
Perpetual Investment Management
Australia
$205K – – –
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