We are live on ! Find out more
XEL icon

Xcel Energy
XEL

Name Holding Trade Value Shares
Change 		Change in
Stake
FPWM
701
FSB Premier Wealth Management
Iowa
$255K -$23.4K -394 -9%
CI
702
Conning Inc
Connecticut
$255K – – –
PAM
703
Peak Asset Management
Colorado
$254K – – –
PMSA
704
Patrick M. Sweeney & Associates
Illinois
$254K +$231K +3,895 New
TWP
705
Tyche Wealth Partners
Texas
$253K -$1.78K -30 -0.8%
SVWAG
706
Sound View Wealth Advisors Group
Georgia
$253K +$230K +3,873 New
BA
707
Ballast Advisors
Minnesota
$252K -$49.7K -838 -18%
CTA
708
Chesley Taft & Associates
Illinois
$251K – – –
CCM
709
Carlson Capital Management
Minnesota
$251K +$1.48K +25 +0.7%
CI
710
CX Institutional
Indiana
$251K +$228K +3,846 New
LCM
711
Lazari Capital Management
California
$250K +$534 +9 +0.2%
CAM
712
Centre Asset Management
New York
$249K -$4.39K -74 -2%
PCI
713
Planning Center Inc
Illinois
$248K – – –
APW
714
Austin Private Wealth
Texas
$248K +$297 +5 +0.1%
S
715
Sunpointe
Missouri
$247K – – –
SWM
716
Scissortail Wealth Management
Oklahoma
$247K -$222K -3,745 -100%
WJWM
717
Williams Jones Wealth Management
New York
$247K – – –
FA
718
FDx Advisors
Illinois
$245K +$223K +3,752 New
DC
719
Dorval Corp
Minnesota
$244K +$178 +3 +0.1%
LSAG
720
Lake Street Advisors Group
New Hampshire
$244K -$9.43K -159 -4%
P
721
Pitcairn
Pennsylvania
$243K +$221K +3,721 New
CFM
722
Catalyst Funds Management
Australia
$242K -$860K -14,500 -80%
AWM
723
Accel Wealth Management
Iowa
$241K +$219K +3,689 New
OCBCO
724
Oversea-Chinese Banking Corp (OCBC)
Singapore
$239K +$217K +3,662 New
NW
725
NewEdge Wealth
Pennsylvania
$239K +$217K +3,661 New
27 28
29
30 31