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Xcel Energy
XEL

Name Holding Trade Value Shares
Change 		Change in
Stake
OWP
726
Obermeyer Wealth Partners
Colorado
$236K +$6.6K +110 +3%
AWM
727
Accel Wealth Management
Iowa
$236K +$2.22K +37 +1%
PCI
728
Planning Center Inc
Illinois
$236K -$156K -2,595 -41%
AAM
729
Aureus Asset Management
Massachusetts
$235K +$4.44K +74 +2%
WFI
730
West Family Investments
California
$235K -$331K -5,519 -59%
APW
731
Austin Private Wealth
Texas
$234K -$2.16K -36 -0.9%
CWM
732
CCG Wealth Management
California
$234K -$21K -350 -8%
ILI
733
Invesco LLC (Illinois)
Illinois
$234K +$227K +3,783 New
CSPIA
734
Cary Street Partners Investment Advisory
Virginia
$234K +$41.5K +692 +22%
RWA
735
Redhawk Wealth Advisors
Minnesota
$233K +$225K +3,756 New
WANY
736
Wealthspire Advisors (New York)
New York
$232K +$225K +3,747 New
SAM
737
Strategy Asset Managers
California
$231K -$23.1K -385 -9%
GRP
738
Global Retirement Partners
California
$230K -$402K -6,707 -64%
GW
739
GW & Wade
Massachusetts
$230K -$29.8K -497 -12%
MA
740
Mutual Advisors
Nebraska
$229K -$61.3K -1,022 -22%
FHC
741
First Heartland Consultants
Missouri
$229K – – –
LCM
742
Lazari Capital Management
California
$229K +$480 +8 +0.2%
BIG
743
Brooklyn Investment Group
New York
$227K +$220K +3,669 New
FWM
744
FFT Wealth Management
Pennsylvania
$226K +$219K +3,649 New
LC
745
Lindbrook Capital
California
$225K +$79.6K +1,326 +58%
RMDI
746
R.M. Davis Inc
Maine
$224K +$217K +3,612 New
BC
747
Broadwater Capital
Massachusetts
$223K +$216K +3,600 New
CAGAS
748
Capital Advisory Group Advisory Services
Minnesota
$222K -$484K -8,069 -69%
LWM
749
Lakeridge Wealth Management
Ohio
$221K +$214K +3,572 New
MCWS
750
McKinley Carter Wealth Services
West Virginia
$221K -$30.7K -512 -13%
28 29
30
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