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Xcel Energy
XEL

Name Holding Trade Value Shares
Change 		Change in
Stake
OAJ
1251
Ogorek Anthony Joseph
New York
$1K – – –
PJC
1252
Phillip James Consulting
Minnesota
$1K +$471 +6 New
HIA
1253
HFM Investment Advisors
New Jersey
$953 – – –
RWS
1254
Retirement Wealth Solutions
Wisconsin
$874 -$78 -1 -8%
IWS
1255
Intentional Wealth Strategies
Colorado
$874 +$863 +11 New
TBFA
1256
Three Bearings Fiduciary Advisors
New Hampshire
$801 – – –
CIAM
1257
Caitong International Asset Management
Hong Kong
$794 -$78 -1 -9%
SVCP
1258
Silicon Valley Capital Partners
California
$794 +$784 +10 New
QWM
1259
Quaker Wealth Management
New Jersey
$715 -$157 -2 -18%
CA
1260
Crewe Advisors
Utah
$715 +$706 +9 New
TWM
1261
TopTier Wealth Management
Wisconsin
$715 +$706 +9 New
DCM
1262
Davis Capital Management
Florida
$636 – – –
ACA
1263
Atlas Capital Advisors
Wyoming
$635 – – –
BIM
1264
Breakwater Investment Management
Washington
$557 – – –
SA
1265
Seneschal Advisors
Washington
$477 +$78 +1 +20%
TCOT
1266
Trust Company of Toledo
Ohio
$397 +$392 +5 New
IAS
1267
IMA Advisory Services
Colorado
$240 – – –
NWS
1268
Nvest Wealth Strategies
Ohio
$239 +$235 +3 New
AIM
1269
Arcadia Investment Management
Michigan
$159 – – –
3FI
1270
3 Factor Indexing
California
$159 +$157 +2 New
MAM
1271
Meeder Asset Management
Ohio
$79 -$18.7K -238 -100%
BC
1272
Brookfield Corp
Ontario, Canada
– -$168M -2,268,511 Closed
VCM
1273
Vennlight Capital Management
Connecticut
– -$11.2M -152,239 Closed
NCM
1274
Nearwater Capital Markets
Ireland
– -$10.6M -144,000 Closed
HF
1275
HRT Financial
New York
– -$10.5M -142,199 Closed
49 50
51
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