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Xcel Energy

Name Holding Trade Value Shares
Change
Change in
Stake
JWM
826
JPL Wealth Management
Colorado
$298K +$239 +3 +0.1%
IF
827
Intrua Financial
Texas
$296K -$71K -890 -19%
PWP
828
Principle Wealth Partners
Connecticut
$294K -$79.4K -995 -21%
WFI
829
West Family Investments
California
$293K +$292K +3,655 New
KA
830
Kercheville Advisors
Texas
$292K – – –
BA
831
Ballast Advisors
Minnesota
$292K +$559 +7 +0.2%
KIM
832
Kestra Investment Management
Texas
$292K -$128K -1,602 -31%
LCM
833
Lazari Capital Management
California
$292K +$479 +6 +0.2%
RF
834
RetireMitten Financial
Michigan
$290K +$2.15K +27 +0.8%
EGWAG
835
Elwood & Goetz Wealth Advisory Group
Georgia
$290K +$3.83K +48 +1%
AWE
836
Avidian Wealth Enterprises
Texas
$290K +$19.2K +241 +7%
ACGA
837
Atlanta Consulting Group Advisors
Georgia
$289K -$5.83K -73 -2%
LF
838
Lantz Financial
Illinois
$288K -$116K -1,459 -29%
HBT
839
Heartland Bank & Trust
Illinois
$287K -$3.83K -48 -1%
LAM
840
L2 Asset Management
Massachusetts
$286K +$29.6K +371 +12%
LCM
841
LCM Capital Management
Illinois
$286K – – –
AIMC
842
Alley Investment Management Company
Illinois
$284K – – –
PPWP
843
Premier Path Wealth Partners
New Jersey
$284K -$28K -351 -9%
IA
844
Integrity Alliance
Iowa
$284K -$3.27K -41 -1%
HPC
845
HM Payson & Co
Maine
$282K – – –
PWP
846
Ponta Wealth Partners
Florida
$282K +$281K +3,515 New
FPWM
847
FSB Premier Wealth Management
Iowa
$282K +$8.7K +109 +3%
CWS
848
Confluence Wealth Services
Pennsylvania
$281K +$30.5K +382 +12%
HC
849
Hoese & Co
Minnesota
$281K – – –
KA
850
Kozak & Associates
Colorado
$281K +$1.84K +23 +0.7%