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Xcel Energy
XEL

Name Holding Trade Value Shares
Change 		Change in
Stake
RIM
851
Rockbridge Investment Management
New York
$10K +$10.7K +154 New
CWC
852
Carolinas Wealth Consulting
North Carolina
$8K – – –
ICP
853
Interchange Capital Partners
Pennsylvania
$8K +$8.85K +127 New
TF
854
TimeScale Financial
Massachusetts
$7K – – –
TFO
855
Tarbox Family Office
California
$7K +$1.53K +22 +25%
FA
856
Financial Avengers
California
$7K +$7.53K +108 New
BBHC
857
Brown Brothers Harriman & Co
New York
$6K -$2.65K -38 -29%
EFSCE
858
Enterprise Financial Services Corp (EFSC)
Missouri
$6K +$836 +12 +16%
EWA
859
Evolution Wealth Advisors
Florida
$5K -$7.46K -107 -61%
APC
860
Aspire Private Capital
North Carolina
$5K – – –
ADL
861
Asset Dedication LLC
California
$5K – – –
PAI
862
Pittenger & Anderson Inc
Nebraska
$5K – – –
SIC
863
Salem Investment Counselors
North Carolina
$5K +$5.43K +78 New
CCA
864
Column Capital Advisors
Indiana
$4K – – –
PC
865
Permanens Capital
New York
$4K – – –
FFC
866
First Financial Corp
Indiana
$3K -$5.43K -78 -62%
CHC
867
City Holding Co
West Virginia
$3K – – –
FWM
868
Focused Wealth Management
New York
$3K – – –
SNT
869
Security National Trust
West Virginia
$3K – – –
SSWG
870
Seven Springs Wealth Group
Tennessee
$3K +$2.79K +40 New
MLFP
871
MPS Loria Financial Planners
Illinois
$3K +$3.21K +46 New
DWM
872
Defined Wealth Management
Oregon
$3K +$3.48K +50 New
RWM
873
Raffa Wealth Management
District of Columbia
$2.8K – – –
CCM
874
Copeland Capital Management
Pennsylvania
$2K – – –
AWA
875
Arkadios Wealth Advisors
Georgia
$2K +$2.3K +33 New
33 34
35
36 37