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Xcel Energy
XEL

Name Holding Trade Value Shares
Change 		Change in
Stake
MFIM
751
Mesirow Financial Investment Management
Illinois
$284K +$22.1K +325 +9%
CWM
752
Challenger Wealth Management
California
$283K +$272 +4 +0.1%
TCM
753
Triumph Capital Management
Colorado
$283K -$6.13K -90 -2%
WI
754
WrapManager Inc
California
$283K -$39.2K -576 -13%
ACP
755
Aveo Capital Partners
Colorado
$281K -$204K -3,003 -43%
PMSA
756
Patrick M. Sweeney & Associates
Illinois
$281K – – –
FIA
757
Foundations Investment Advisors
Arizona
$281K +$270K +3,966 New
AF
758
Alerus Financial
North Dakota
$280K +$270K +3,961 New
PCMK
759
Paragon Capital Management (Kansas)
Kansas
$278K – – –
DC
760
Dorval Corp
Minnesota
$277K – – –
PAM
761
Peak Asset Management
Colorado
$276K – – –
ACI
762
Alpha Cubed Investments
California
$276K +$265K +3,895 New
RCM
763
RNC Capital Management
California
$275K +$613 +9 +0.2%
KA
764
Kozak & Associates
Colorado
$275K -$15.7K -230 -6%
APW
765
Austin Private Wealth
Texas
$275K +$1.77K +26 +0.7%
IA
766
Integrity Alliance
Iowa
$274K +$264K +3,874 New
NW
767
NewEdge Wealth
Pennsylvania
$273K +$4.22K +62 +2%
JFA
768
JNBA Financial Advisors
Minnesota
$272K -$11.6K -171 -4%
OFS
769
OneAscent Financial Services
Alabama
$272K +$1.23K +18 +0.5%
TLFA
770
True Link Financial Advisors
California
$271K +$260K +3,826 New
PCI
771
Planning Center Inc
Illinois
$269K – – –
EFS
772
Essex Financial Services
Connecticut
$269K +$17.2K +252 +7%
FPWM
773
FSB Premier Wealth Management
Iowa
$269K -$4.97K -73 -2%
HL
774
HeadInvest LLC
Maine
$269K -$5.51K -81 -2%
PFPT
775
Pinnacle Financial Partners (Tennessee)
Tennessee
$267K +$257K +3,778 New
29 30
31
32 33