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Xcel Energy
XEL

Name Holding Trade Value Shares
Change 		Change in
Stake
MYIA
726
Mount Yale Investment Advisors
Colorado
$308K -$21.9K -321 -7%
MOS
727
MGO One Seven
Ohio
$308K +$37.6K +553 +15%
SWM
728
Segment Wealth Management
Texas
$305K +$293K +4,307 New
BBNA
729
Bremer Bank National Association
Minnesota
$305K – – –
AFW
730
Atlantic Family Wealth
Florida
$302K +$14.5K +213 +5%
GL
731
Graypoint LLC
New York
$302K +$16.9K +248 +6%
CAM
732
Centre Asset Management
New York
$299K +$8.85K +130 +3%
TWA
733
TCI Wealth Advisors
Arizona
$296K -$8.65K -127 -3%
OR
734
Olympiad Research
Connecticut
$296K +$284K +4,178 New
FBFS
735
First Business Financial Services
Wisconsin
$295K -$7.83K -115 -3%
FTWA
736
Fifth Third Wealth Advisors
Ohio
$294K +$19.3K +283 +7%
BPW
737
Bingham Private Wealth
California
$294K -$1.97K -29 -0.7%
KA
738
Kure Advisory
Minnesota
$293K +$282K +4,143 New
WB
739
WesBanco Bank
West Virginia
$293K – – –
PWH
740
Priebe Wealth Holdings
Minnesota
$292K +$24.8K +365 +10%
JIC
741
Johnson Investment Counsel
Ohio
$292K -$12.5K -183 -4%
MLA
742
My Legacy Advisors
Oregon
$291K +$280K +4,113 New
FAN
743
Financial Advisors Network
California
$291K -$6.33K -93 -2%
EGM
744
Engineers Gate Manager
New York
$290K +$279K +4,094 New
BWM
745
Buska Wealth Management
Wisconsin
$289K +$2.25K +33 +0.8%
RSVP
746
Ramsay Stattman Vela & Price
Colorado
$288K – – –
WJWM
747
Williams Jones Wealth Management
New York
$288K +$22.3K +328 +9%
PA
748
Parallel Advisors
California
$288K -$58.8K -863 -18%
MA
749
Montag & Associates
Georgia
$287K +$681 +10 +0.2%
CFO
750
Callan Family Office
Pennsylvania
$285K -$663K -9,741 -71%
28 29
30
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