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Xcel Energy

Name Holding Trade Value Shares
Change
Change in
Stake
FTWA
701
Fifth Third Wealth Advisors
Ohio
$414K -$16.7K -212 -4%
SHFA
702
SC&H Financial Advisors
Maryland
$413K – – –
WANY
703
Wealthspire Advisors (New York)
New York
$412K +$172K +2,181 +64%
KPPF
704
Klein Pavlis & Peasley Financial
California
$411K -$13K -165 -3%
WP
705
Waycross Partners
Kentucky
$410K – – –
MNBTD
706
Moody National Bank Trust Division
Texas
$409K +$11.9K +151 +3%
AC
707
AlphaCore Capital
California
$409K +$305K +3,863 +231%
SC
708
Syon Capital
California
$407K +$29.5K +374 +7%
KP
709
Keel Point
Alabama
$405K +$10.8K +137 +3%
PPC
710
Park Place Capital
Alabama
$404K -$40.9K -519 -9%
AU
711
AlphaGrep UK
$403K +$430K +5,452 New
HSA
712
HBK Sorce Advisory
Pennsylvania
$402K -$12.9K -164 -3%
EFG
713
Everest Financial Group
Minnesota
$399K +$426K +5,403 New
CAM
714
Carret Asset Management
New York
$398K – – –
BHWM
715
Bar Harbor Wealth Management
New Hampshire
$398K – – –
BW
716
Bravera Wealth
North Dakota
$398K +$425K +5,387 New
LWM
717
Lakeridge Wealth Management
Ohio
$397K +$2.84K +36 +0.7%
BIG
718
Brooklyn Investment Group
New York
$394K +$420K +5,320 New
I
719
InceptionR
California
$394K +$420K +5,329 New
BRWA
720
B. Riley Wealth Advisors
Florida
$393K -$789 -10 -0.2%
WG
721
Welch Group
Alabama
$390K – – –
VVP
722
Venture Visionary Partners
Ohio
$389K – – –
HIP
723
HUB Investment Partners
Texas
$388K +$6.15K +78 +2%
PCIG
724
Partners Capital Investment Group
Massachusetts
$385K – – –
CIAS
725
CFS Investment Advisory Services
New Jersey
$385K +$71.4K +905 +21%