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Xcel Energy

Name Holding Trade Value Shares
Change
Change in
Stake
TC
1076
Truvestments Capital
Florida
$68.8K – – –
SWM
1077
SHP Wealth Management
Massachusetts
$67.2K +$3.91K +49 +6%
HIIFS
1078
Harel Insurance Investments & Financial Services
Israel
$67K +$5.67K +71 +9%
BFS
1079
Burkett Financial Services
South Carolina
$66.7K +$479 +6 +0.7%
TSMHT
1080
Thurston Springer Miller Herd & Titak
Indiana
$64.6K – – –
AWM
1081
Aberdeen Wealth Management
Illinois
$64.2K +$63.9K +800 New
SGK
1082
Steigerwald Gordon & Koch
Virginia
$64.1K – – –
TCOV
1083
Trust Company of Vermont
Vermont
$63.9K +$63.5K +796 New
SL
1084
Salomon & Ludwin
Virginia
$61.9K – – –
FP
1085
Financial Perspectives
Minnesota
$61.6K – – –
BONH
1086
Bank of New Hampshire
New Hampshire
$61K -$37.4K -469 -38%
HIMS
1087
Hager Investment Management Services
New Hampshire
$60.6K -$19.6K -245 -25%
BIA
1088
Bell Investment Advisors
California
$60.4K +$479 +6 +0.8%
SFCL
1089
Strengthening Families & Communities LLC
Massachusetts
$59.2K +$1.12K +14 +2%
NB
1090
NBT Bank
New York
$56.9K -$40K -501 -41%
IFWM
1091
Institute for Wealth Management
Colorado
$56.4K +$56K +702 New
APFP
1092
Action Point Financial Planning
Michigan
$54.2K +$54.2K +679 New
KB
1093
Kimelman & Baird
New York
$52.4K – – –
CFO
1094
CVA Family Office
Colorado
$51.8K -$1.84K -23 -3%
SWA
1095
SOA Wealth Advisors
New York
$51.1K – – –
CCA
1096
Catalyst Capital Advisors
New York
$51K -$37.7K -472 -43%
RWM
1097
RMG Wealth Management
Wisconsin
$50.9K – – –
PWMG
1098
Prestige Wealth Management Group
New Jersey
$50.8K – – –
NSIM
1099
North Star Investment Management
Illinois
$50.6K – – –
BGAI
1100
Bruce G. Allen Investments
Colorado
$50.6K +$2K +25 +4%