We are live on ! Find out more
XEL icon

Xcel Energy
XEL

Name Holding Trade Value Shares
Change 		Change in
Stake
WIM
701
Warwick Investment Management
Texas
$329K +$335K +4,830 New
CRC
702
Curi RMB Capital
Illinois
$328K +$331K +4,771 New
RAG
703
RIA Advisory Group
Iowa
$325K +$331K +4,769 New
AWM
704
Aprio Wealth Management
Georgia
$323K +$329K +4,745 New
CWP
705
Concord Wealth Partners
Virginia
$323K – – –
CAMV
706
Concord Asset Management (Virginia)
Virginia
$323K +$107K +1,544 +48%
PCIA
707
Prime Capital Investment Advisors
Kansas
$321K -$140K -2,026 -30%
MWM
708
MorganRosel Wealth Management
Colorado
$320K +$326K +4,700 New
AIMC
709
Alley Investment Management Company
Illinois
$319K -$28.2K -407 -8%
FGC
710
Financial Gravity Companies
Texas
$317K +$323K +4,652 New
GL
711
Graypoint LLC
New York
$316K +$26K +375 +9%
BWM
712
Buska Wealth Management
Wisconsin
$316K +$39K +562 +14%
WC
713
Waterloo Capital
Texas
$314K +$6.8K +98 +2%
FCFC
714
First Commonwealth Financial Corp
Pennsylvania
$311K – – –
LSA
715
Leonteq Securities AG
Switzerland
$311K -$31.2K -450 -9%
MHR
716
Matthew Hamilton Rosenberg
$310K +$137K +1,971 +76%
PA
717
Prossimo Advisors
California
$310K +$117K +1,693 +59%
FAN
718
Financial Advisors Network
California
$310K +$30.9K +446 +11%
AA
719
Advisory Alpha
Michigan
$310K +$2.15K +31 +0.7%
CA
720
Claro Advisors
Massachusetts
$309K -$54.6K -788 -15%
PAG
721
Poinciana Advisors Group
Florida
$308K – – –
WFI
722
West Family Investments
California
$308K +$313K +4,520 New
CJH
723
Christopher J. Hasenberg
Wisconsin
$307K – – –
PWP
724
Principle Wealth Partners
Connecticut
$306K – – –
MCM
725
Manchester Capital Management
Vermont
$305K -$16.7K -241 -5%
27 28
29
30 31