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Xcel Energy

Name Holding Trade Value Shares
Change
Change in
Stake
JPWM
1001
Jamison Private Wealth Management
Georgia
$4.25K – – –
TFM
1002
TFC Financial Management
Massachusetts
$3.72K +$2.43K +41 +256%
RWM
1003
Raffa Wealth Management
District of Columbia
$3.72K – – –
AIM
1004
Anchor Investment Management
South Carolina
$3.13K – – –
PCM
1005
Penserra Capital Management
California
$3K +$178 +3 +7%
PP
1006
Pacifica Partners
Canada
$2.94K – – –
CPG
1007
Cornerstone Planning Group
New Jersey
$2.62K +$593 +10 +32%
OC
1008
Oakworth Capital
Alabama
$2.61K -$4.8K -81 -67%
GFL
1009
Granite FO LLC
New Hampshire
$2.55K +$2.31K +39 New
SIC
1010
SJS Investment Consulting
Ohio
$2.15K – – –
KFI
1011
Key Financial Inc
Pennsylvania
$1.89K – – –
TCA
1012
Trifecta Capital Advisors
Illinois
$1.83K – – –
PIS
1013
POM Investment Strategies
North Carolina
$1.37K – – –
CAM
1014
ClariVest Asset Management
California
$1.23K – – –
CAC
1015
Core Alternative Capital
Georgia
$1.18K – – –
CAM
1016
Creekmur Asset Management
Illinois
$1.04K – – –
TFA
1017
Transamerica Financial Advisors
Florida
$1K – – –
WPA
1018
West Paces Advisors
Georgia
$849 -$356 -6 -32%
JFG
1019
JDM Financial Group
Texas
$849 +$771 +13 New
RS
1020
Rakuten Securities
Japan
$784 -$178 -3 -20%
NL
1021
NVWM LLC
Pennsylvania
$653 – – –
CA
1022
Claris Advisors
Missouri
$653 +$593 +10 New
A
1023
AlphaQuest
New York
$588 -$2.22M -37,405 -100%
ACA
1024
Atlas Capital Advisors
Wyoming
$522 -$5.93K -100 -93%
HWP
1025
Highline Wealth Partners
California
$522 +$475 +8 New