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Xcel Energy

Name Holding Trade Value Shares
Change
Change in
Stake
SFS
1251
Sunrise Financial Services
Washington
$1.43K – – –
PWMG
1252
Private Wealth Management Group
New Jersey
$1.35K – – –
1CP
1253
1015 Capital Partners
Pennsylvania
$1.27K +$392 +5 +45%
W
1254
WealthCollab
Washington
$1.03K – – –
OAJ
1255
Ogorek Anthony Joseph
New York
$1K – – –
PJC
1256
Phillip James Consulting
Minnesota
$1K +$471 +6 New
HIA
1257
HFM Investment Advisors
New Jersey
$953 – – –
RWS
1258
Retirement Wealth Solutions
Wisconsin
$874 -$78 -1 -8%
IWS
1259
Intentional Wealth Strategies
Colorado
$874 +$863 +11 New
TBFA
1260
Three Bearings Fiduciary Advisors
New Hampshire
$801 – – –
CIAM
1261
Caitong International Asset Management
Hong Kong
$794 -$78 -1 -9%
SVCP
1262
Silicon Valley Capital Partners
California
$794 +$784 +10 New
QWM
1263
Quaker Wealth Management
New Jersey
$715 -$157 -2 -18%
CA
1264
Crewe Advisors
Utah
$715 +$706 +9 New
TWM
1265
TopTier Wealth Management
Wisconsin
$715 +$706 +9 New
DCM
1266
Davis Capital Management
Florida
$636 – – –
ACA
1267
Atlas Capital Advisors
Wyoming
$635 – – –
BIM
1268
Breakwater Investment Management
Washington
$557 – – –
SA
1269
Seneschal Advisors
Washington
$477 +$78 +1 +20%
TCOT
1270
Trust Company of Toledo
Ohio
$397 +$392 +5 New
IAS
1271
IMA Advisory Services
Colorado
$240 – – –
NWS
1272
Nvest Wealth Strategies
Ohio
$239 +$235 +3 New
AIM
1273
Arcadia Investment Management
Michigan
$159 – – –
3FI
1274
3 Factor Indexing
California
$159 +$157 +2 New
MAM
1275
Meeder Asset Management
Ohio
$79 -$18.7K -238 -100%