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Xcel Energy
XEL

Name Holding Trade Value Shares
Change 		Change in
Stake
PMSA
801
Patrick M. Sweeney & Associates
Illinois
$304K – – –
RFN
802
RDA Financial Network
Iowa
$303K +$4.02K +51 +1%
MCM
803
MAI Capital Management
Ohio
$303K +$105K +1,336 +48%
TCM
804
Triumph Capital Management
Colorado
$301K +$789 +10 +0.2%
HWA
805
Heritage Wealth Architects
Minnesota
$301K +$8.52K +108 +3%
BA
806
Ballast Advisors
Minnesota
$300K +$473 +6 +0.1%
LFG
807
Leverty Financial Group
Wisconsin
$300K +$70.3K +892 +28%
JFA
808
JNBA Financial Advisors
Minnesota
$299K +$15.5K +196 +5%
CAM
809
Cidel Asset Management
Ontario, Canada
$295K – – –
CL
810
CSS LLC
Illinois
$294K -$347K -4,400 -52%
ISL
811
Ingalls & Snyder LLC
New York
$294K – – –
PCMK
812
Paragon Capital Management (Kansas)
Kansas
$290K – – –
RCM
813
RNC Capital Management
California
$289K +$552 +7 +0.2%
TFIPS
814
Towarzystwo Funduszy Inwestycyjnych PZU SA
$289K +$89.1K +1,130 +41%
CAG
815
Crestwood Advisors Group
Massachusetts
$287K +$62.6K +794 +26%
FGAM
816
Financial Gravity Asset Management
Texas
$286K -$2.13K -27 -0.7%
BFG
817
Birch Financial Group
New Hampshire
$285K +$304K +3,856 New
WJWM
818
Williams Jones Wealth Management
New York
$284K +$8.68K +110 +3%
DC
819
Dorval Corp
Minnesota
$284K – – –
FS
820
Financially Speaking
Colorado
$281K +$158 +2 +0.1%
MEAC
821
M.E. Allison & Co
Texas
$281K – – –
SC
822
SouthState Corp
Florida
$280K -$5.52K -70 -2%
WFA
823
Wellspring Financial Advisors
Ohio
$278K +$296K +3,756 New
APW
824
Austin Private Wealth
Texas
$277K -$1.58K -20 -0.5%
AP
825
Anchyra Partners
Georgia
$277K +$295K +3,745 New
31 32
33
34 35