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XYL

Name Holding Trade Value Shares
Change 		Change in
Stake
IAA
551
Independent Advisor Alliance
North Carolina
$419K -$16.9K -164 -3%
I
552
InceptionR
California
$416K +$471K +4,567 New
MCM
553
MAI Capital Management
Ohio
$413K -$25.2K -244 -5%
FTDI
554
First Trust Direct Indexing
Massachusetts
$410K -$52.2K -506 -10%
RBC
555
Romano Brothers & Co
Illinois
$410K – – –
LC
556
Lincoln Capital
Nebraska
$409K – – –
RRA
557
Round Rock Advisors
Connecticut
$408K +$1.24K +12 +0.3%
DWM
558
Dakota Wealth Management
Florida
$407K -$52.7K -511 -10%
JSW
559
Journey Strategic Wealth
New Jersey
$406K – – –
TCM
560
Telos Capital Management
California
$403K +$2.68K +26 +0.6%
S
561
SignatureFD
Georgia
$402K -$28.2K -273 -6%
FAM
562
Fred Alger Management
New York
$402K -$18.6K -180 -4%
AWS
563
Atria Wealth Solutions
New York
$401K +$10.4K +101 +2%
BC
564
Barrett & Company
Rhode Island
$399K +$309 +3 +0.1%
BPA
565
Beacon Pointe Advisors
California
$395K +$85.6K +830 +24%
AIA
566
Angeles Investment Advisors
California
$394K +$447K +4,330 New
BSW
567
Buckingham Strategic Wealth
Missouri
$393K -$25.7K -249 -5%
NB
568
NBT Bank
New York
$385K – – –
RJT
569
Raymond James Trust
Florida
$383K -$43.9K -426 -9%
DC
570
DeDora Capital
California
$382K +$78.3K +759 +22%
CCI
571
Credit Capital Investments
New Jersey
$379K +$430K +4,167 New
GWM
572
Gitterman Wealth Management
New Jersey
$370K +$202K +1,960 +93%
KC
573
Kepos Capital
New York
$367K +$18.3K +177 +5%
AIM
574
Aquila Investment Management
New York
$364K -$413K -4,000 -50%
JCM
575
Jacobi Capital Management
Pennsylvania
$362K -$4.95K -48 -1%
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