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XYL

Name Holding Trade Value Shares
Change 		Change in
Stake
HAG
626
HighPoint Advisor Group
Illinois
$449K +$362 +3 +0.1%
FG
627
Foresight Group
United Kingdom
$446K – – –
BTW
628
Boston Trust Walden
Massachusetts
$442K – – –
MWM
629
Moran Wealth Management
Florida
$441K +$19.9K +165 +5%
LWCFA
630
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$438K – – –
ICG
631
InterOcean Capital Group
Tennessee
$434K -$604 -5 -0.1%
SAM
632
Sompo Asset Management
Japan
$432K -$44.7K -370 -10%
HI
633
Horizon Investments
North Carolina
$430K +$846 +7 +0.2%
SAM
634
Strategy Asset Managers
California
$430K +$4.35K +36 +1%
MSR
635
Main Street Research
Connecticut
$420K – – –
PHK
636
Point72 Hong Kong
Hong Kong
$418K +$391K +3,236 New
FPCG
637
Fort Pitt Capital Group
Pennsylvania
$415K -$53.2K -440 -12%
CP
638
CenterBook Partners
Connecticut
$413K -$846K -7,002 -69%
GVAG
639
Great Valley Advisor Group
Delaware
$411K +$79K +654 +26%
NW
640
NewEdge Wealth
Pennsylvania
$407K +$44K +364 +14%
SWP
641
Stratos Wealth Partners
Ohio
$406K -$5.68K -47 -1%
MWM
642
Mosley Wealth Management
California
$404K – – –
BCI
643
Brinker Capital Investments
Pennsylvania
$404K +$86.5K +716 +30%
OPS
644
Orion Portfolio Solutions
Nebraska
$404K +$86.5K +716 +30%
GSC
645
Grey Street Capital
Illinois
$402K +$376K +3,113 New
PAS
646
Park Avenue Securities
New York
$402K +$27.9K +231 +8%
CFG
647
Carr Financial Group
Massachusetts
$402K – – –
HCM
648
Howland Capital Management
Massachusetts
$401K -$2.3K -19 -0.6%
AAM
649
Aureus Asset Management
Massachusetts
$401K – – –
QCG
650
Quadrant Capital Group
Ohio
$399K -$22.1K -183 -6%
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