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Xcel Energy
XEL

Name Holding Trade Value Shares
Change 		Change in
Stake
PMFA
1201
Plante Moran Financial Advisors
Michigan
$3.69K +$1.34K +17 +52%
AIM
1202
Anchor Investment Management
South Carolina
$3.54K – – –
BHWM
1203
Bay Harbor Wealth Management
Maryland
$3.42K +$1.1K +14 +44%
TPBG
1204
Turning Point Benefit Group
Maryland
$3.4K +$3.63K +46 New
PP
1205
Pacifica Partners
Canada
$3.36K – – –
WAG
1206
Wilkerson Advisory Group
Missouri
$3.25K +$3.47K +44 New
PCM
1207
Penserra Capital Management
California
$3K +$237 +3 +6%
CWP
1208
Clark Wealth Partners
Illinois
$2.95K – – –
SHIM
1209
Stone House Investment Management
Pennsylvania
$2.95K – – –
SIC
1210
SJS Investment Consulting
Ohio
$2.88K +$1.58K +20 +105%
GFL
1211
Granite FO LLC
New Hampshire
$2.88K – – –
HFS
1212
Hughes Financial Services
Virginia
$2.88K +$552 +7 +22%
KG
1213
Kilter Group
New York
$2.59K -$789 -10 -22%
HIW
1214
Holos Integrated Wealth
Pennsylvania
$2.46K – – –
WA
1215
WPG Advisers
Maryland
$2.36K – – –
BHWM
1216
Beaird Harris Wealth Management
Texas
$2.22K – – –
KCM
1217
Key Capital Management
Tennessee
$2.22K +$2.37K +30 New
KFI
1218
Key Financial Inc
Pennsylvania
$2.14K – – –
PWA
1219
Principia Wealth Advisory
Texas
$2.14K +$394 +5 +21%
WA
1220
WestEnd Advisors
North Carolina
$1.85K -$158 -2 -7%
ACA
1221
American Capital Advisory
Idaho
$1.55K +$710 +9 +75%
SRCM
1222
Signature Resources Capital Management
California
$1.4K – – –
SFS
1223
Sunrise Financial Services
Washington
$1.33K +$1.42K +18 New
WW
1224
Winnow Wealth
Texas
$1.26K – – –
PWMG
1225
Private Wealth Management Group
New Jersey
$1.26K -$4.81K -61 -78%
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