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Xcel Energy
XEL

Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
876
JPL Wealth Management
Colorado
$240K -$40.3K -511 -14%
EWA
877
Exencial Wealth Advisors
Oklahoma
$239K – – –
PIA
878
Perennial Investment Advisors
California
$239K +$43.4K +550 +20%
DTL
879
Dynamic Technology Lab
Singapore
$238K +$254K +3,222 New
CI
880
Conning Inc
Connecticut
$238K -$53.9K -683 -17%
JSW
881
Journey Strategic Wealth
New Jersey
$237K +$52.1K +660 +26%
KA
882
Kure Advisory
Minnesota
$237K -$24.5K -311 -9%
CWM
883
Centric Wealth Management
Illinois
$237K – – –
CAMV
884
Concord Asset Management (Virginia)
Virginia
$236K -$79 -1 -0%
AWE
885
Avidian Wealth Enterprises
Texas
$236K +$5.68K +72 +2%
1WA
886
180 Wealth Advisors
Washington
$236K +$252K +3,193 New
BOH
887
Bank of Hawaii
Hawaii
$234K -$294K -3,734 -54%
ACP
888
Aviance Capital Partners
Florida
$234K – – –
CWM
889
Cornerstone Wealth Management
Missouri
$233K +$249K +3,155 New
DWM
890
Drive Wealth Management
Utah
$232K +$2.13K +27 +0.9%
DA
891
Dougherty & Associates
Florida
$232K +$248K +3,139 New
CWS
892
Confluence Wealth Services
Pennsylvania
$230K +$24.8K +315 +11%
PWG
893
Portside Wealth Group
Utah
$230K -$9.94K -126 -4%
UWM
894
USAdvisors Wealth Management
Minnesota
$229K -$3.55K -45 -1%
CWP
895
Cyndeo Wealth Partners
Florida
$228K -$1.18K -15 -0.5%
KCM
896
Kennedy Capital Management
Missouri
$227K – – –
TLFA
897
True Link Financial Advisors
California
$226K -$38.9K -493 -14%
MA
898
Mutual Advisors
Nebraska
$225K +$4.1K +52 +2%
PWP
899
Phillips Wealth Planners
Mississippi
$224K -$22.7K -288 -9%
GPW
900
Genesis Private Wealth
Virginia
$223K -$23.9K -303 -9%
34 35
36
37 38