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Xcel Energy
XEL

Name Holding Trade Value Shares
Change 		Change in
Stake
APP
726
Avantax Planning Partners
Iowa
$223K -$2.23K -33 -1%
EWM
727
Evercore Wealth Management
New York
$221K – – –
MG
728
Meritage Group
California
$219K -$11.3K -167 -5%
CCM
729
Chilton Capital Management
Texas
$219K -$35.3K -523 -14%
GSEP
730
Golden State Equity Partners
California
$218K +$218K +3,236 New
SWM
731
Segment Wealth Management
Texas
$218K -$18.2K -270 -8%
NL
732
NWAM LLC
Washington
$217K +$11.9K +177 +6%
PA
733
Pinnacle Associates
New York
$217K +$7.76K +115 +4%
WCM
734
Windsor Capital Management
Arizona
$217K +$1.15K +17 +0.5%
SHJ
735
Sharkey, Howes & Javer
Colorado
$216K +$1.15K +17 +0.5%
CWM
736
Calamos Wealth Management
Illinois
$216K -$156K -2,310 -42%
RP
737
Riverbridge Partners
Minnesota
$216K – – –
GCMG
738
Gyroscope Capital Management Group
Florida
$216K +$216K +3,200 New
PL
739
Perpetual Ltd
Australia
$216K +$216K +3,200 New
KIG
740
Kowal Investment Group
Wisconsin
$213K +$1.15K +17 +0.5%
SCA
741
Snowden Capital Advisors
New York
$211K +$211K +3,126 New
GIA
742
GHP Investment Advisors
Colorado
$210K -$1.42K -21 -0.7%
SI
743
Stephens Inc
Arkansas
$210K -$12.9K -191 -6%
P
744
Pitcairn
Pennsylvania
$209K +$3.24K +48 +2%
BMCM
745
Bryn Mawr Capital Management
Pennsylvania
$209K – – –
CFGSD
746
Compass Financial Group (South Dakota)
South Dakota
$208K – – –
CSPIA
747
Cary Street Partners Investment Advisory
Virginia
$207K -$38.8K -575 -16%
RCM
748
RNC Capital Management
California
$206K +$207K +3,061 New
CAMV
749
Concord Asset Management (Virginia)
Virginia
$206K – – –
DBT
750
Dubuque Bank & Trust
Iowa
$206K +$206K +3,049 New
28 29
30
31 32