We are live on ! Find out more
XEL icon

Xcel Energy
XEL

Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
751
Capital Performance Advisors
California
$224K +$203K +3,429 New
LCM
752
LCM Capital Management
Illinois
$224K +$203K +3,426 New
EFS
753
Essex Financial Services
Connecticut
$222K +$207K +3,494 New
FNBSF
754
First National Bank Sioux Falls
South Dakota
$222K +$202K +3,404 New
SC
755
Syon Capital
California
$222K +$202K +3,403 New
PFSC
756
Peoples Financial Services Corp
Pennsylvania
$222K – – –
MW
757
Marcum Wealth
Ohio
$221K +$201K +3,386 New
GM
758
GeoWealth Management
Illinois
$220K +$200K +3,372 New
WCM
759
Windsor Capital Management
Arizona
$219K +$199K +3,353 New
BTW
760
Boston Trust Walden
Massachusetts
$219K +$199K +3,347 New
HR
761
Howe & Rusling
New York
$218K +$198K +3,336 New
CBA
762
Coastal Bridge Advisors
Connecticut
$218K -$86.8K -1,464 -31%
KIA
763
Knollwood Investment Advisory
Maryland
$217K +$197K +3,323 New
SF
764
Symphony Financial
Texas
$217K +$199K +3,354 New
UWM
765
USAdvisors Wealth Management
Minnesota
$216K +$199K +3,360 New
CCG
766
Catalina Capital Group
California
$215K +$196K +3,297 New
FHC
767
First Heartland Consultants
Missouri
$215K +$195K +3,290 New
KIG
768
Kowal Investment Group
Wisconsin
$215K +$195K +3,292 New
FBFS
769
First Business Financial Services
Wisconsin
$214K +$194K +3,277 New
CSPIA
770
Cary Street Partners Investment Advisory
Virginia
$212K +$193K +3,248 New
FCP
771
Fidelis Capital Partners
Florida
$212K +$195K +3,296 New
GAM
772
Gotham Asset Management
New York
$212K +$192K +3,240 New
PWP
773
Phillips Wealth Planners
Mississippi
$211K +$196K +3,300 New
CWM
774
Centric Wealth Management
Illinois
$209K +$187K +3,150 New
LI
775
LRI Investments
Florida
$209K +$10.1K +170 +6%
29 30
31
32 33