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Xcel Energy
XEL

Name Holding Trade Value Shares
Change 		Change in
Stake
EWP
1001
Elevation Wealth Partners
California
$35K – – –
GI
1002
GS Investments
Minnesota
$34.3K – – –
BTD
1003
BankPlus Trust Department
Mississippi
$34.2K +$32.9K +483 New
BGAI
1004
Bruce G. Allen Investments
Colorado
$33.4K – – –
T
1005
Tidemark
California
$32.9K – – –
CFO
1006
CVA Family Office
Colorado
$31.9K -$5.58K -82 -15%
ATC
1007
Adirondack Trust Company
New York
$31.6K -$1.23K -18 -4%
CAL
1008
Capital Analysts LLC
Pennsylvania
$30K +$8.92K +131 +44%
ACM
1009
Accent Capital Management
Ohio
$29.3K +$27.9K +410 New
TLA
1010
Tanglewood Legacy Advisors
Texas
$29K – – –
SIS
1011
Strategic Investment Solutions
Illinois
$28.3K – – –
TCOV
1012
Trust Company of Vermont
Vermont
$28K -$73.5K -1,080 -73%
GKIM
1013
GW&K Investment Management
Massachusetts
$28K +$3K +44 +13%
PWAM
1014
Private Wealth Asset Management
Iowa
$27.7K +$26.6K +391 New
SO
1015
Sierra Ocean
California
$27.3K +$68 +1 +0.3%
GFPC
1016
Global Financial Private Client
Florida
$26.3K +$1.5K +22 +6%
POIA
1017
Pin Oak Investment Advisors
Texas
$25K – – –
GEA
1018
Glen Eagle Advisors
New Jersey
$24.8K – – –
TSMHT
1019
Thurston Springer Miller Herd & Titak
Indiana
$24.3K +$2.93K +43 +14%
CFS
1020
CGC Financial Services
Oregon
$23.1K +$22.2K +326 New
CW
1021
Curio Wealth
Maryland
$23K -$17.5K -257 -99%
WB
1022
Webster Bank
Connecticut
$23K – – –
BSB
1023
Bangor Savings Bank
Maine
$22.7K – – –
RA
1024
Rise Advisors
New York
$22.5K +$21.6K +318 New
FFO
1025
Fortitude Family Office
Arizona
$22.3K -$47.7K -700 -69%
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