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Xcel Energy
XEL

Name Holding Trade Value Shares
Change 		Change in
Stake
PO
901
Private Ocean
California
– -$24K -368 Closed
RMAM
902
Raab & Moskowitz Asset Management
New Jersey
– -$22K -348 Closed
TF
903
Tompkins Financial
New York
– -$19K -300 Closed
JFA
904
Johanson Financial Advisors
California
– -$14.4K -226 Closed
ACM
905
Allred Capital Management
Texas
– -$12.7K -200 Closed
AWM
906
Avior Wealth Management
Nebraska
– -$9K -157 Closed
CHAM
907
Clear Harbor Asset Management
Connecticut
– -$9.84K -155 Closed
VAIA
908
Virtus Alternative Investment Advisers
Connecticut
– -$9K -144 Closed
LWM
909
Liberty Wealth Management
California
– -$6K -102 Closed
HI
910
Human Investing
Oregon
– -$6K -100 Closed
SQA
911
Simon Quick Advisors
New Jersey
– -$6K -94 Closed
BCI
912
Brinker Capital Investments
Pennsylvania
– -$6K -93 Closed
MWNA
913
Marshall Wace North America
New York
– -$4K -57 Closed
HGWM
914
Harvest Group Wealth Management
Massachusetts
– -$3K -46 -82%
WCM
915
Wealthcare Capital Management
Virginia
– -$3K -42 Closed
WHG
916
Westwood Holdings Group
Texas
– -$3K -42 Closed
LWM
917
Lionsbridge Wealth Management
Florida
– -$1K -31 Closed
EI
918
Ellevest Inc
New York
– -$1K -20 Closed
UFF
919
USA Financial Formulas
Michigan
– -$782 -12 -63%
TFA
920
Transamerica Financial Advisors
Florida
– -$1K -3 Closed
PFO
921
Pathstone Family Office
New Jersey
– +$456 +7 New
LWM
922
Lenox Wealth Management
Ohio
– +$978 +15 New
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