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Xcel Energy

Name Holding Trade Value Shares
Change
Change in
Stake
CBT
701
CoreFirst Bank & Trust
Kansas
$204K – – –
CTWM
702
Cherry Tree Wealth Management
Minnesota
$203K +$781 +13 +0.4%
PIA
703
Panoramic Investment Advisors
Colorado
$203K +$213K +3,543 New
LCM
704
LCM Capital Management
Illinois
$202K +$60 +1 +0%
IF
705
Intrua Financial
Texas
$202K +$11.1K +185 +6%
WT
706
Whittier Trust
California
$202K – – –
FP
707
Financial Perspectives
Minnesota
$201K +$10.5K +175 +5%
TAM
708
Tealwood Asset Management
Minnesota
$200K – – –
IFAM
709
Institutional & Family Asset Management
Colorado
$195K +$1.44K +24 +0.7%
PFSC
710
Peoples Financial Services Corp
Pennsylvania
$195K – – –
CCM
711
Chilton Capital Management
Texas
$186K – – –
SIM
712
Sentry Investment Management
Wisconsin
$182K -$24.8K -412 -11%
CSPIA
713
Cary Street Partners Investment Advisory
Virginia
$177K +$1.8K +30 +1%
PCM
714
Penserra Capital Management
California
$176K -$28.8K -479 -13%
CFB
715
Cullen/Frost Bankers
Texas
$174K +$19.1K +318 +12%
CWM
716
Cranbrook Wealth Management
Michigan
$166K – – –
CI Investments Inc
717
CI Investments Inc
Ontario, Canada
$161K -$26.6K -443 -14%
PTC
718
Private Trust Company
Ohio
$160K +$7.27K +121 +5%
PPC
719
Park Place Capital
Alabama
$157K +$68.5K +1,140 +71%
ST
720
Smithfield Trust
Pennsylvania
$154K -$2.04K -34 -1%
M
721
MOTCO
Texas
$144K – – –
FCMT
722
Founders Capital Management (Texas)
Texas
$143K – – –
OAM
723
Ostrum Asset Management
France
$141K -$1.02K -17 -0.7%
Cohen & Steers
724
Cohen & Steers
New York
$140K -$1.94M -32,250 -93%
VC
725
Vestor Capital
Illinois
$137K -$1.5K -25 -1%