We are live on ! Find out more
XEL icon

Xcel Energy

Name Holding Trade Value Shares
Change
Change in
Stake
SF
926
Symphony Financial
Texas
$226K +$220K +2,761 New
DA
927
Dougherty & Associates
Florida
$226K – – –
XPN
928
XY Planning Network
Montana
$226K +$10.1K +126 +5%
MWM
929
Mindset Wealth Management
Indiana
$225K – – –
OL
930
Optas LLC
Texas
$225K +$10.5K +132 +5%
1WA
931
180 Wealth Advisors
Washington
$225K -$31.5K -395 -12%
CI
932
Conning Inc
Connecticut
$225K – – –
RA
933
Range Advisory
Virginia
$224K +$223K +2,790 New
EB
934
Eastern Bank
Massachusetts
$223K – – –
AA
935
Ascent Advisors
Minnesota
$223K – – –
WT
936
Washington Trust
Rhode Island
$222K +$221K +2,764 New
GHAM
937
Gilman Hill Asset Management
Connecticut
$221K – – –
TWG
938
The Wealth Group
Minnesota
$221K – – –
PFBT
939
Parkside Financial Bank & Trust
Missouri
$221K +$87.4K +1,095 +66%
SOW
940
State of Wyoming
Wyoming
$220K -$210K -2,629 -49%
CT
941
Colonial Trust
South Carolina
$220K -$1.12K -14 -0.5%
PTFIS
942
Pekao Towarzystwo Funduszy Inwestycyjnych SA
$220K -$517K -6,480 -70%
AWM
943
Ariadne Wealth Management
California
$219K +$218K +2,732 New
QFA
944
Quantum Financial Advisors
California
$219K – – –
PFGWM
945
Price Financial Group Wealth Management
Oregon
$219K – – –
SWM
946
SilverOak Wealth Management
Minnesota
$218K – – –
PIA
947
Perennial Investment Advisors
California
$218K -$29.7K -372 -12%
CSIC
948
Clifford Swan Investment Counsel
California
$218K -$6.23K -78 -3%
MA
949
Mutual Advisors
Nebraska
$218K -$26.4K -331 -11%
JCM
950
Jacobi Capital Management
Pennsylvania
$217K – – –