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Xcel Energy
XEL

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
901
Anfield Capital Management
California
– -$31K -450 Closed
RIA
902
Realta Investment Advisors
Delaware
– -$24K -398 Closed
PO
903
Private Ocean
California
– -$24K -368 Closed
RMAM
904
Raab & Moskowitz Asset Management
New Jersey
– -$22K -348 Closed
TF
905
Tompkins Financial
New York
– -$19K -300 Closed
ACM
906
Allred Capital Management
Texas
– -$12.7K -200 Closed
AWM
907
Avior Wealth Management
Nebraska
– -$9K -157 Closed
CHAM
908
Clear Harbor Asset Management
Connecticut
– -$9.84K -155 Closed
VAIA
909
Virtus Alternative Investment Advisers
Connecticut
– -$9K -144 Closed
LWM
910
Liberty Wealth Management
California
– -$6K -102 Closed
HI
911
Human Investing
Oregon
– -$6K -100 Closed
SQA
912
Simon Quick Advisors
New Jersey
– -$6K -94 Closed
BCI
913
Brinker Capital Investments
Pennsylvania
– -$6K -93 Closed
MWNA
914
Marshall Wace North America
New York
– -$4K -57 Closed
HGWM
915
Harvest Group Wealth Management
Massachusetts
– -$3K -46 -82%
WCM
916
Wealthcare Capital Management
Virginia
– -$3K -42 Closed
WHG
917
Westwood Holdings Group
Texas
– -$3K -42 Closed
LWM
918
Lionsbridge Wealth Management
Florida
– -$1K -31 Closed
EI
919
Ellevest Inc
New York
– -$1K -20 Closed
UFF
920
USA Financial Formulas
Michigan
– -$782 -12 -63%
TFA
921
Transamerica Financial Advisors
Florida
– -$1K -3 Closed
PFO
922
Pathstone Family Office
New Jersey
– +$456 +7 New
LWM
923
Lenox Wealth Management
Ohio
– +$978 +15 New
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