We are live on ! Find out more
XEL icon

Xcel Energy
XEL

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
801
Ariadne Wealth Management
California
$229K -$113K -1,683 -33%
VAS
802
Vestmark Advisory Solutions
Massachusetts
$229K +$228K +3,392 New
WCM
803
Windsor Capital Management
Arizona
$228K +$1.48K +22 +0.7%
CTA
804
Chesley Taft & Associates
Illinois
$228K -$32.3K -481 -12%
MAM
805
Mystic Asset Management
Rhode Island
$226K +$225K +3,352 New
BTW
806
Boston Trust Walden
Massachusetts
$226K – – –
HR
807
Howe & Rusling
New York
$225K – – –
JWM
808
JPL Wealth Management
Colorado
$224K +$223K +3,323 New
KIA
809
Knollwood Investment Advisory
Maryland
$224K – – –
CWP
810
Cyndeo Wealth Partners
Florida
$222K +$13.8K +206 +7%
FHC
811
First Heartland Consultants
Missouri
$222K – – –
ST
812
Sabal Trust
Florida
$222K -$165K -2,462 -43%
APWM
813
Anchor Pointe Wealth Management
Missouri
$221K +$220K +3,276 New
MIM
814
Morningstar Investment Management
Illinois
$221K – – –
KIM
815
Kestra Investment Management
Texas
$221K +$219K +3,266 New
GAM
816
Gotham Asset Management
New York
$219K +$335 +5 +0.2%
UWM
817
USAdvisors Wealth Management
Minnesota
$218K -$8.25K -123 -4%
SHJ
818
Sharkey, Howes & Javer
Colorado
$217K +$216K +3,219 New
OAM
819
Occidental Asset Management
California
$217K +$216K +3,217 New
CAMV
820
Concord Asset Management (Virginia)
Virginia
$216K – – –
KCM
821
Kennedy Capital Management
Missouri
$216K +$604 +9 +0.3%
NFG
822
Nations Financial Group
Iowa
$215K -$249K -3,716 -54%
KP
823
Keel Point
Alabama
$215K -$30.9K -460 -13%
CFS
824
CRA Financial Services
New Jersey
$215K – – –
LFG
825
Leverty Financial Group
Wisconsin
$214K – – –
31 32
33
34 35