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Xcel Energy
XEL

Name Holding Trade Value Shares
Change 		Change in
Stake
FW
851
FullCircle Wealth
Texas
$207K +$194K +2,794 New
AWE
852
Avidian Wealth Enterprises
Texas
$207K -$17.5K -253 -8%
GM
853
GeoWealth Management
Illinois
$207K +$20.7K +299 +11%
PFW
854
Petros Family Wealth
Minnesota
$207K +$210K +3,034 New
IFG
855
Independent Financial Group
California
$205K +$209K +3,014 New
APP
856
Avantax Planning Partners
Iowa
$205K – – –
DAS
857
Diversify Advisory Services
Utah
$205K -$179K -2,575 -48%
CWM
858
Challenger Wealth Management
California
$204K -$69.6K -1,004 -25%
DJSG
859
D.J. St. Germain
Massachusetts
$204K +$105K +1,513 +102%
MIM
860
Morningstar Investment Management
Illinois
$203K +$207K +2,985 New
SWGC
861
Summit Wealth Group (Colorado)
Colorado
$203K +$206K +2,977 New
CWM
862
Cranbrook Wealth Management
Michigan
$198K -$3.12K -45 -2%
TFIPS
863
Towarzystwo Funduszy Inwestycyjnych PZU SA
$197K +$161K +2,320 +400%
GIA
864
GHP Investment Advisors
Colorado
$197K +$971 +14 +0.5%
TC
865
Trust Company
Kansas
$196K – – –
BC
866
Broadwater Capital
Massachusetts
$196K +$13.4M +193,248 +6,710%
MAFA
867
MJT & Associates Financial Advisory
Minnesota
$196K -$20.8K -300 -9%
MCM
868
MAI Capital Management
Ohio
$196K +$23.3K +336 +13%
NEWAS
869
N.E.W. Advisory Services
Wisconsin
$191K – – –
HNW
870
High Note Wealth
Minnesota
$183K – – –
OSNBOA
871
Old Second National Bank of Aurora
Illinois
$180K – – –
CSP
872
Cary Street Partners
Virginia
$178K +$25.1K +362 +16%
BIG
873
Brooklyn Investment Group
New York
$177K +$17.7K +255 +11%
CT
874
Colonial Trust
South Carolina
$177K -$9.78K -141 -5%
CSB
875
City State Bank
Iowa
$177K +$4.65K +67 +3%
33 34
35
36 37