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Xcel Energy
XEL

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
1201
Proathlete Wealth Management
Florida
$4.21K +$4.5K +57 New
PIS
1202
POM Investment Strategies
North Carolina
$4.14K +$4.42K +56 New
TFA
1203
Transamerica Financial Advisors
Florida
$3.89K +$79 +1 +2%
CIAS
1204
CBIZ Investment Advisory Services
Ohio
$3.87K – – –
IBOK
1205
Independence Bank of Kentucky
Kentucky
$3.69K -$1.97K -25 -33%
PMFA
1206
Plante Moran Financial Advisors
Michigan
$3.69K +$1.34K +17 +52%
AIM
1207
Anchor Investment Management
South Carolina
$3.54K – – –
BHWM
1208
Bay Harbor Wealth Management
Maryland
$3.42K +$1.1K +14 +44%
TPBG
1209
Turning Point Benefit Group
Maryland
$3.4K +$3.63K +46 New
PP
1210
Pacifica Partners
Canada
$3.36K – – –
WAG
1211
Wilkerson Advisory Group
Missouri
$3.25K +$3.47K +44 New
PCM
1212
Penserra Capital Management
California
$3K +$237 +3 +6%
CWP
1213
Clark Wealth Partners
Illinois
$2.95K – – –
SHIM
1214
Stone House Investment Management
Pennsylvania
$2.95K – – –
SIC
1215
SJS Investment Consulting
Ohio
$2.88K +$1.58K +20 +105%
GFL
1216
Granite FO LLC
New Hampshire
$2.88K – – –
HFS
1217
Hughes Financial Services
Virginia
$2.88K +$552 +7 +22%
KG
1218
Kilter Group
New York
$2.59K -$789 -10 -22%
HIW
1219
Holos Integrated Wealth
Pennsylvania
$2.46K – – –
WA
1220
WPG Advisers
Maryland
$2.36K – – –
BHWM
1221
Beaird Harris Wealth Management
Texas
$2.22K – – –
KCM
1222
Key Capital Management
Tennessee
$2.22K +$2.37K +30 New
KFI
1223
Key Financial Inc
Pennsylvania
$2.14K – – –
PWA
1224
Principia Wealth Advisory
Texas
$2.14K +$394 +5 +21%
WA
1225
WestEnd Advisors
North Carolina
$1.85K -$158 -2 -7%
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