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Xcel Energy

Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
801
Capital Investment Advisory Services
North Carolina
$306K +$70.4K +897 +30%
DC
802
Dorval Corp
Minnesota
$305K – – –
FS
803
Financially Speaking
Colorado
$302K +$157 +2 +0.1%
MEAC
804
M.E. Allison & Co
Texas
$302K – – –
SWGC
805
Summit Wealth Group (Colorado)
Colorado
$301K +$6.2K +79 +2%
PCI
806
Planning Center Inc
Illinois
$297K +$314 +4 +0.1%
PGFG
807
Pine Grove Financial Group
Minnesota
$296K +$2.12K +27 +0.7%
JWM
808
JPL Wealth Management
Colorado
$295K +$36K +459 +14%
PP
809
Patron Partners
Texas
$293K +$290K +3,692 New
ACGA
810
Atlanta Consulting Group Advisors
Georgia
$291K +$12K +153 +4%
HR
811
Howe & Rusling
New York
$289K +$471 +6 +0.2%
KA
812
Kercheville Advisors
Texas
$289K +$286K +3,641 New
BA
813
Ballast Advisors
Minnesota
$289K -$33.8K -431 -11%
VCM
814
Versant Capital Management
Arizona
$288K +$109K +1,390 +62%
LCM
815
Lazari Capital Management
California
$288K +$627 +8 +0.2%
HBT
816
Heartland Bank & Trust
Illinois
$288K +$284K +3,627 New
CFM
817
Catalyst Funds Management
Australia
$286K +$282K +3,600 New
Simplex Trading
818
Simplex Trading
Illinois
$286K -$488K -6,216 -63%
RF
819
RetireMitten Financial
Michigan
$285K +$282K +3,590 New
JIC
820
Johnson Investment Counsel
Ohio
$285K -$43.1K -550 -13%
DWP
821
Daymark Wealth Partners
Ohio
$285K -$2.04K -26 -0.7%
IA
822
Integrity Alliance
Iowa
$284K -$476K -6,068 -63%
OTL
823
Oak Thistle LLC
New York
$283K -$2.59M -32,999 -90%
CIBC World Market
824
CIBC World Market
Ontario, Canada
$283K -$6.62M -84,342 -96%
EGWAG
825
Elwood & Goetz Wealth Advisory Group
Georgia
$283K +$1.25K +16 +0.5%