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Xcel Energy

Name Holding Trade Value Shares
Change
Change in
Stake
APP
851
Avantax Planning Partners
Iowa
$213K – – –
MAM
852
Madison Asset Management
Wisconsin
$212K +$204K +3,000 New
AC
853
Avestar Capital
New York
$212K -$36.5K -536 -15%
SW
854
SteelPeak Wealth
California
$212K +$202K +2,968 New
PIA
855
Panoramic Investment Advisors
Colorado
$210K – – –
EIG
856
Ellenbecker Investment Group
Wisconsin
$210K +$202K +2,963 New
CWM
857
Cranbrook Wealth Management
Michigan
$209K +$3.06K +45 +2%
AAS
858
Annex Advisory Services
Wisconsin
$207K +$199K +2,922 New
VR
859
Valued Retirements
Texas
$206K +$198K +2,910 New
HPC
860
HM Payson & Co
Maine
$205K +$57.9K +850 +42%
TC
861
Trust Company
Kansas
$204K – – –
BC
862
Broadwater Capital
Massachusetts
$204K – – –
AG
863
Advocate Group
Minnesota
$204K +$196K +2,877 New
GIA
864
GHP Investment Advisors
Colorado
$204K -$2.52K -37 -1%
LAM
865
Longboard Asset Management
Arizona
$203K +$196K +2,872 New
MA
866
Mutual Advisors
Nebraska
$203K +$200K +2,942 New
Fisher Asset Management
867
Fisher Asset Management
Washington
$203K +$195K +2,866 New
GCM
868
Gunderson Capital Management
South Carolina
$202K +$195K +2,860 New
ACGA
869
Atlanta Consulting Group Advisors
Georgia
$202K -$39.8K -585 -17%
PA
870
Prossimo Advisors
California
$202K +$194K +2,853 New
PWG
871
Portside Wealth Group
Utah
$202K +$194K +2,847 New
CWS
872
Confluence Wealth Services
Pennsylvania
$201K +$191K +2,805 New
CAG
873
Crestwood Advisors Group
Massachusetts
$200K +$192K +2,827 New
NEWAS
874
N.E.W. Advisory Services
Wisconsin
$198K +$190K +2,798 New
GM
875
GeoWealth Management
Illinois
$194K +$10K +147 +6%