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XYL

Name Holding Trade Value Shares
Change 		Change in
Stake
IP
551
Intellectus Partners
California
$38K – – –
KTC
552
Kistler-Tiffany Companies
Pennsylvania
$38K – – –
BWA
553
BDO Wealth Advisors
Florida
$38K +$37K +500 New
NIT
554
NumerixS Investment Technologies
British Columbia, Canada
$38K +$37K +500 New
EFSCE
555
Enterprise Financial Services Corp (EFSC)
Missouri
$37K – – –
GWM
556
Geneos Wealth Management
Colorado
$37K +$14.8K +200 +69%
HCM
557
Highlander Capital Management
New Jersey
$34K – – –
GLI
558
Guardian Life Insurance
New York
$32K -$12.6K -170 -29%
SIAS
559
Shine Investment Advisory Services
Colorado
$30K – – –
PCP
560
Proficio Capital Partners
Massachusetts
$29K -$444 -6 -2%
CJA
561
C-J Advisory
California
$29K – – –
AIS
562
AlphaOne Investment Services
Pennsylvania
$29K +$27.5K +372 New
FHA
563
First Horizon Advisors
Tennessee
$28K -$370 -5 -1%
PGWM
564
Parisi Gray Wealth Management
New Jersey
$27K +$8.13K +110 +25%
MA
565
MUFG Americas
New York
$27K +$26K +352 New
FDCDDQ
566
Federation des caisses Desjardins du Quebec
Quebec, Canada
$27K – – –
WAM
567
Wealthspire Advisors (Maryland)
Maryland
$26K +$5.18K +70 +27%
RFA
568
Reilly Financial Advisors
California
$25K +$4.58K +62 +24%
CBT
569
Capital Bank & Trust
California
$24K – – –
MYIA
570
Mount Yale Investment Advisors
Colorado
$23K +$22K +298 New
DBT
571
Dubuque Bank & Trust
Iowa
$21K – – –
MWM
572
MinichMacGregor Wealth Management
New York
$20K -$813 -11 -4%
GAM
573
Gemmer Asset Management
California
$18K – – –
MFT
574
Moisand Fitzgerald Tamayo
Florida
$18K – – –
MPWT
575
MassMutual Private Wealth & Trust
Connecticut
$17.1K +$16.4K +222 New
21 22
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