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XYL

Name Holding Trade Value Shares
Change 		Change in
Stake
TF
626
Tompkins Financial
New York
$31K – – –
HFS
627
Heritage Financial Services
Massachusetts
$31K +$33K +400 New
AW
628
ACG Wealth
Georgia
$31K +$33.1K +401 New
SSG
629
Summit Securities Group
New York
$29K +$24.9K +302 +408%
CFFP
630
Center for Financial Planning
Michigan
$28K – – –
SWM
631
Spire Wealth Management
Virginia
$26K -$35.1K -425 -56%
CA
632
Clearstead Advisors
Ohio
$26K – – –
CYG
633
Clean Yield Group
Vermont
$25K -$2.48K -30 -8%
SBL
634
Sargent Bickham Lagudis
Colorado
$25K – – –
FHA
635
First Horizon Advisors
Tennessee
$25K +$4.62K +56 +21%
AF
636
Advisornet Financial
Minnesota
$24K -$44.3K -536 -64%
CB
637
CNB Bank
Pennsylvania
$24K -$4.13K -50 -14%
CJL
638
Cyrus J. Lawrence
New York
$24K – – –
IUHSA
639
Itau Unibanco Holding S.A.
Brazil
$23K -$413 -5 -2%
HCP
640
Hexagon Capital Partners
Arkansas
$23K – – –
SSC
641
Syverson Strege & Co
Iowa
$23K +$83 +1 +0.3%
LC
642
Lindbrook Capital
California
$23K +$3.38K +41 +16%
TIM
643
Tortoise Investment Management
New York
$23K +$4.46K +54 +22%
POIA
644
Pin Oak Investment Advisors
Texas
$20K – – –
TWC
645
TD Waterhouse Canada
Ontario, Canada
$18.1K -$4.95K -60 -21%
FPFS
646
First Personal Financial Services
North Carolina
$18K – – –
BIA
647
Bell Investment Advisors
California
$18K +$18.7K +227 New
MFT
648
Moisand Fitzgerald Tamayo
Florida
$18K +$18.9K +229 New
GWM
649
Geneos Wealth Management
Colorado
$17K -$165 -2 -0.9%
UB
650
UMB Bank
Missouri
$17K – – –
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