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Xcel Energy

Name Holding Trade Value Shares
Change
Change in
Stake
SHFA
701
SC&H Financial Advisors
Maryland
$413K
WANY
702
Wealthspire Advisors (New York)
New York
$412K +$172K +2,181 +64%
KPPF
703
Klein Pavlis & Peasley Financial
California
$411K -$13K -165 -3%
WP
704
Waycross Partners
Kentucky
$410K
MNBTD
705
Moody National Bank Trust Division
Texas
$409K +$11.9K +151 +3%
AC
706
AlphaCore Capital
California
$409K +$305K +3,863 +231%
SC
707
Syon Capital
California
$407K +$29.5K +374 +7%
KP
708
Keel Point
Alabama
$405K +$10.8K +137 +3%
PPC
709
Park Place Capital
Alabama
$404K -$40.9K -519 -9%
AU
710
AlphaGrep UK
$403K +$430K +5,452 New
HSA
711
HBK Sorce Advisory
Pennsylvania
$402K -$12.9K -164 -3%
EFG
712
Everest Financial Group
Minnesota
$399K +$426K +5,403 New
CAM
713
Carret Asset Management
New York
$398K
BHWM
714
Bar Harbor Wealth Management
New Hampshire
$398K
BW
715
Bravera Wealth
North Dakota
$398K +$425K +5,387 New
LWM
716
Lakeridge Wealth Management
Ohio
$397K +$2.84K +36 +0.7%
BIG
717
Brooklyn Investment Group
New York
$394K +$420K +5,320 New
I
718
InceptionR
California
$394K +$420K +5,329 New
BRWA
719
B. Riley Wealth Advisors
Florida
$393K -$789 -10 -0.2%
WG
720
Welch Group
Alabama
$390K
VVP
721
Venture Visionary Partners
Ohio
$389K
HIP
722
HUB Investment Partners
Texas
$388K +$6.15K +78 +2%
PCIG
723
Partners Capital Investment Group
Massachusetts
$385K
CIAS
724
CFS Investment Advisory Services
New Jersey
$385K +$71.4K +905 +21%
HT
725
Heritage Trust
Oklahoma
$384K +$473 +6 +0.1%