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Xcel Energy
XEL

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
751
Montag & Associates
Georgia
$287K +$681 +10 +0.2%
CFO
752
Callan Family Office
Pennsylvania
$285K -$663K -9,741 -71%
MFIM
753
Mesirow Financial Investment Management
Illinois
$284K +$22.1K +325 +9%
CWM
754
Challenger Wealth Management
California
$283K +$272 +4 +0.1%
TCM
755
Triumph Capital Management
Colorado
$283K -$6.13K -90 -2%
WI
756
WrapManager Inc
California
$283K -$39.2K -576 -13%
ACP
757
Aveo Capital Partners
Colorado
$281K -$204K -3,003 -43%
PMSA
758
Patrick M. Sweeney & Associates
Illinois
$281K – – –
FIA
759
Foundations Investment Advisors
Arizona
$281K +$270K +3,966 New
AF
760
Alerus Financial
North Dakota
$280K +$270K +3,961 New
PCMK
761
Paragon Capital Management (Kansas)
Kansas
$278K – – –
DC
762
Dorval Corp
Minnesota
$277K – – –
PAM
763
Peak Asset Management
Colorado
$276K – – –
ACI
764
Alpha Cubed Investments
California
$276K +$265K +3,895 New
RCM
765
RNC Capital Management
California
$275K +$613 +9 +0.2%
KA
766
Kozak & Associates
Colorado
$275K -$15.7K -230 -6%
APW
767
Austin Private Wealth
Texas
$275K +$1.77K +26 +0.7%
IA
768
Integrity Alliance
Iowa
$274K +$264K +3,874 New
NW
769
NewEdge Wealth
Pennsylvania
$273K +$4.22K +62 +2%
JFA
770
JNBA Financial Advisors
Minnesota
$272K -$11.6K -171 -4%
OFS
771
OneAscent Financial Services
Alabama
$272K +$1.23K +18 +0.5%
TLFA
772
True Link Financial Advisors
California
$271K +$260K +3,826 New
PCI
773
Planning Center Inc
Illinois
$269K – – –
EFS
774
Essex Financial Services
Connecticut
$269K +$17.2K +252 +7%
FPWM
775
FSB Premier Wealth Management
Iowa
$269K -$4.97K -73 -2%
29 30
31
32 33