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Xcel Energy
XEL

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
1076
Evolution Wealth Management
Florida
$5.11K +$5.2K +75 New
SHIM
1077
Stone House Investment Management
Pennsylvania
$5.11K +$5.2K +75 New
PAI
1078
Pittenger & Anderson Inc
Nebraska
$4.9K – – –
CPG
1079
Cornerstone Planning Group
New Jersey
$4.87K -$277 -4 -6%
OW
1080
Olistico Wealth
Oklahoma
$4.83K – – –
AWM
1081
Abound Wealth Management
Tennessee
$4.72K – – –
GLA
1082
Great Lakes Advisors
Illinois
$4.7K – – –
DWM
1083
Dogwood Wealth Management
Kansas
$4.53K +$4.65K +67 New
WIM
1084
Westside Investment Management
California
$4.5K – – –
PWA
1085
Physician Wealth Advisors
Utah
$4.43K +$3.75K +54 +491%
BFS
1086
Bare Financial Services
Pennsylvania
$4.22K +$4.3K +62 New
GBT
1087
Grove Bank & Trust
Florida
$4.15K – – –
PGAM
1088
Princeton Global Asset Management
New Jersey
$4.09K +$4.16K +60 New
RWM
1089
Raffa Wealth Management
District of Columbia
$3.88K -$1.59K -23 -29%
TFM
1090
TFC Financial Management
Massachusetts
$3.88K – – –
TIM
1091
Tortoise Investment Management
New York
$3.88K +$3.95K +57 New
HWP
1092
Highline Wealth Partners
California
$3.81K – – –
CIAS
1093
CBIZ Investment Advisory Services
Ohio
$3.57K +$3.61K +52 New
AIM
1094
Anchor Investment Management
South Carolina
$3.27K – – –
CA
1095
Crewe Advisors
Utah
$3.06K +$3.12K +45 New
PP
1096
Pacifica Partners
Canada
$3.05K – – –
OAJ
1097
Ogorek Anthony Joseph
New York
$3K – – –
PCM
1098
Penserra Capital Management
California
$3K – – –
GFL
1099
Granite FO LLC
New Hampshire
$2.66K – – –
W
1100
WealthCollab
Washington
$2.59K +$2.63K +38 New
42 43
44
45 46