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Xcel Energy
XEL

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
726
Cranbrook Wealth Management
Michigan
$210K – – –
9WM
727
9258 Wealth Management
Ohio
$210K +$200K +2,912 New
CIAS
728
Capital Investment Advisory Services
North Carolina
$209K +$199K +2,895 New
TC
729
Trust Company
Kansas
$208K – – –
RF
730
Rollins Financial
Georgia
$207K +$198K +2,875 New
NB
731
Nicolet Bankshares
Wisconsin
$205K +$195K +2,844 New
MFA
732
Mayflower Financial Advisors
Massachusetts
$204K +$194K +2,829 New
RTC
733
Riverview Trust Company
Washington
$203K +$33K +480 +21%
RT
734
Rockland Trust
Massachusetts
$202K -$27.3K -397 -12%
CWS
735
Confluence Wealth Services
Pennsylvania
$202K – – –
SAM
736
SignalPoint Asset Management
Missouri
$202K +$192K +2,800 New
KP
737
Keel Point
Alabama
$201K +$192K +2,789 New
ST
738
Smithfield Trust
Pennsylvania
$199K +$2.34K +34 +1%
TCA
739
Tortoise Capital Advisors
Kansas
$195K -$186K -2,707 -50%
CT
740
Caldwell Trust
Florida
$189K – – –
HPC
741
HM Payson & Co
Maine
$186K – – –
SSG
742
Summit Securities Group
New York
$185K +$176K +2,558 New
GIA
743
GHP Investment Advisors
Colorado
$184K +$175K +2,549 New
DCM
744
Dupont Capital Management
Delaware
$183K -$88.4K -1,286 -34%
MA
745
MUFG Americas
New York
$176K – – –
DHGWA
746
Dixon Hughes Goodman Wealth Advisors
North Carolina
$174K +$22.9K +333 +16%
WWM
747
Wolff Wiese Magana
California
$172K +$206 +3 +0.1%
VC
748
Vestor Capital
Illinois
$171K -$9.69K -141 -6%
PVH
749
Psagot Value Holdings
Israel
$171K – – –
JGIA
750
Jackson Grant Investment Advisers
Connecticut
$171K +$163K +2,376 New
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30
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