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Xcel Energy

Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
1151
Plante Moran Financial Advisors
Michigan
$2.66K +$2.39K +33 New
WA
1152
WPG Advisers
Maryland
$2.58K – – –
BHWM
1153
Bay Harbor Wealth Management
Maryland
$2.58K +$579 +8 +33%
HFS
1154
Hughes Financial Services
Virginia
$2.57K – – –
BHWM
1155
Beaird Harris Wealth Management
Texas
$2.42K +$2.17K +30 New
KFI
1156
Key Financial Inc
Pennsylvania
$2.33K – – –
TCA
1157
Trifecta Capital Advisors
Illinois
$2.26K – – –
WA
1158
WestEnd Advisors
North Carolina
$2.18K +$1.95K +27 New
HWA
1159
Heartwood Wealth Advisors
Virginia
$2.02K +$1.81K +25 New
PWA
1160
Principia Wealth Advisory
Texas
$1.94K +$145 +2 +9%
WWA
1161
Wealth Watch Advisors
Colorado
$1.69K +$1.52K +21 New
GA
1162
Guerra Advisors
Florida
$1.61K +$1.45K +20 New
SIC
1163
SJS Investment Consulting
Ohio
$1.53K – – –
SRCM
1164
Signature Resources Capital Management
California
$1.53K – – –
Q1WB
1165
Quest 10 Wealth Builders
Virginia
$1.45K -$72 -1 -5%
CAC
1166
Core Alternative Capital
Georgia
$1.45K – – –
WW
1167
Winnow Wealth
Texas
$1.38K +$1.23K +17 New
AFG
1168
Albion Financial Group
Utah
$1.37K +$1.23K +17 New
UCB
1169
United Community Bank
South Carolina
$1.29K +$1.16K +16 New
CPG
1170
Cornerstone Planning Group
New Jersey
$1.22K -$4.12K -57 -86%
TCB
1171
Texas Capital Bancshares
Texas
$1.21K +$1.08K +15 New
TCM
1172
TD Capital Management
Tennessee
$1.16K – – –
W
1173
WealthCollab
Washington
$1.05K -$1.81K -25 -66%
DF
1174
DecisionPoint Financial
Arizona
$1.04K – – –
PMAM
1175
Picton Mahoney Asset Management
Ontario, Canada
$1K – – –