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XYL

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
601
Strategy Asset Managers
California
$376K +$1.5K +15 +0.5%
QCG
602
Quadrant Capital Group
Ohio
$374K +$11.3K +113 +4%
MSR
603
Main Street Research
Connecticut
$372K – – –
MWM
604
Moran Wealth Management
Florida
$371K +$10.5K +105 +3%
CCM
605
Cullen Capital Management
New York
$368K -$499 -5 -0.2%
SWP
606
Stratos Wealth Partners
Ohio
$365K +$8.78K +88 +3%
LSAG
607
Lake Street Advisors Group
New Hampshire
$361K +$315K +3,158 New
MWM
608
Mosley Wealth Management
California
$358K +$312K +3,127 New
HCM
609
Howland Capital Management
Massachusetts
$357K – – –
CFG
610
Carr Financial Group
Massachusetts
$355K – – –
AAM
611
Aureus Asset Management
Massachusetts
$355K – – –
HCMG
612
Howard Capital Management Group
California
$353K +$100 +1 +0%
QCM
613
Quantinno Capital Management
New York
$352K +$307K +3,081 New
SWM
614
SeaCrest Wealth Management
New York
$348K +$21.9K +219 +8%
PTC
615
Philadelphia Trust Company
Pennsylvania
$347K -$20K -200 -6%
EFSCE
616
Enterprise Financial Services Corp (EFSC)
Missouri
$343K – – –
MIM
617
Merrion Investment Management
New Jersey
$343K – – –
AT
618
Arlington Trust
Alabama
$343K +$111K +1,109 +59%
PFBT
619
Parkside Financial Bank & Trust
Missouri
$343K +$206K +2,068 +222%
WBC
620
Westpac Banking Corp
Australia
$341K -$3.36M -33,643 -92%
ONB
621
Old National Bancorp
Indiana
$339K -$93.5K -937 -24%
ATPW
622
Ashton Thomas Private Wealth
Arizona
$338K – – –
PPWP
623
Premier Path Wealth Partners
New Jersey
$336K +$293K +2,935 New
FBT
624
First Bankers Trust
Kentucky
$336K – – –
EF
625
Empowered Funds
Pennsylvania
$330K +$40.4K +405 +16%
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