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Xcel Energy
XEL

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
1076
Anchor Investment Management
South Carolina
$3.24K – – –
CPG
1077
Cornerstone Planning Group
New Jersey
$3.1K +$335 +5 +12%
PP
1078
Pacifica Partners
Canada
$3.01K – – –
GFL
1079
Granite FO LLC
New Hampshire
$2.63K – – –
CF
1080
Conquis Financial
California
$2.36K +$2.35K +35 New
HWP
1081
Highline Wealth Partners
California
$2.3K +$1.74K +26 +325%
CSWM
1082
Cassady Schiller Wealth Management
Ohio
$2.3K +$2.28K +34 New
HIW
1083
Holos Integrated Wealth
Pennsylvania
$2.23K +$2.21K +33 New
CWP
1084
Clark Wealth Partners
Illinois
$2.16K +$2.15K +32 New
SIC
1085
SJS Investment Consulting
Ohio
$2.09K -$134 -2 -6%
MAS
1086
MPWM Advisory Solutions
Georgia
$2.03K +$2.01K +30 New
KFI
1087
Key Financial Inc
Pennsylvania
$1.96K – – –
TCA
1088
Trifecta Capital Advisors
Illinois
$1.89K – – –
WCM
1089
WealthTrak Capital Management
Virginia
$1.69K +$1.68K +25 New
NC
1090
NewSquare Capital
Pennsylvania
$1.49K +$1.48K +22 New
PIS
1091
POM Investment Strategies
North Carolina
$1.42K – – –
Q1WB
1092
Quest 10 Wealth Builders
Virginia
$1.42K +$1.41K +21 New
CAC
1093
Core Alternative Capital
Georgia
$1.22K – – –
CAM
1094
Creekmur Asset Management
Illinois
$1.08K – – –
CIA
1095
Cape Investment Advisory
Georgia
$1.08K +$1.07K +16 New
TFA
1096
Transamerica Financial Advisors
Florida
$1K -$201 -3 -30%
TCM
1097
TD Capital Management
Tennessee
$945 +$939 +14 New
JFG
1098
JDM Financial Group
Texas
$878 – – –
WPA
1099
West Paces Advisors
Georgia
$878 – – –
HWA
1100
HHM Wealth Advisors
Tennessee
$743 +$738 +11 New
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