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Xcel Energy

Name Holding Trade Value Shares
Change
Change in
Stake
Loomis, Sayles & Company
801
Loomis, Sayles & Company
Massachusetts
$10K – – –
CFFP
802
Center for Financial Planning
Michigan
$10K +$10.9K +168 New
EWM
803
Elmwood Wealth Management
California
$9.1K +$13K +200 New
EDRH
804
Edmond de Rothschild Holding
Switzerland
$9K -$16.3K -250 -63%
BSG
805
Black Swift Group
Colorado
$9K – – –
TI
806
tru Independence
Oregon
$9K – – –
WCG
807
Weaver Consulting Group
California
$9K – – –
SMFS
808
Squar Milner Financial Services
California
$7K -$391 -6 -5%
SMG
809
Spectrum Management Group
Indiana
$7K +$7.1K +109 New
BBHC
810
Brown Brothers Harriman & Co
New York
$6K -$51.6K -792 -88%
AIS
811
Accurate Investment Solutions
Pennsylvania
$6K – – –
AP
812
Atwood & Palmer
Missouri
$6K – – –
FHA
813
First Horizon Advisors
Tennessee
$6K – – –
KTC
814
Kistler-Tiffany Companies
Pennsylvania
$6K – – –
TF
815
TimeScale Financial
Massachusetts
$6K – – –
EWA
816
Evolution Wealth Advisors
Florida
$6K +$652 +10 +10%
CB
817
Community Bank
New York
$5K – – –
GWS
818
Glassman Wealth Services
Virginia
$4K -$2.41K -37 -36%
PC
819
Permanens Capital
New York
$4K – – –
PAI
820
Pittenger & Anderson Inc
Nebraska
$4K – – –
SFSIG
821
San Francisco Sentry Investment Group
California
$4K – – –
PW
822
Price Wealth
Texas
$4K +$2.87K +44 +210%
LSA
823
Lion Street Advisors
Texas
$4K +$4.5K +69 New
SNT
824
Security National Trust
West Virginia
$3K -$1.63K -25 -33%
DAM
825
Delta Asset Management
Tennessee
$3K – – –