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XYL

Name Holding Trade Value Shares
Change 		Change in
Stake
BFG
626
Bleakley Financial Group
New Jersey
$558K +$9.39K +69 +2%
SW
627
Simplicity Wealth
New Jersey
$558K +$9.39K +69 +2%
PCA
628
Pallas Capital Advisors
Massachusetts
$549K +$7.89K +58 +1%
EA
629
Everpar Advisors
Oklahoma
$549K +$1.77K +13 +0.3%
TCM
630
Telos Capital Management
California
$547K -$3.54K -26 -0.6%
FIA
631
Foundations Investment Advisors
Arizona
$546K +$272 +2 +0%
EW
632
Evexia Wealth
Wisconsin
$546K -$47.3K -348 -8%
GIM
633
Goelzer Investment Management
Indiana
$542K -$180K -1,324 -25%
CF
634
Centaurus Financial
California
$539K +$3.67K +27 +0.7%
SP
635
Symmetry Partners
Connecticut
$536K – – –
GC
636
Guggenheim Capital
Illinois
$534K -$222K -1,634 -29%
CCM
637
Cullen Capital Management
New York
$528K -$150K -1,100 -22%
AWS
638
Atria Wealth Solutions
New York
$524K -$41K -301 -7%
VWM
639
Venturi Wealth Management
Texas
$521K +$523K +3,842 New
PF
640
Phoenix Financial
Israel
$518K -$89.1K -655 -15%
ET
641
Entropy Technologies
New York
$516K +$518K +3,807 New
PA
642
Profund Advisors
Maryland
$516K -$4.63K -34 -0.9%
JCM
643
Jacobi Capital Management
Pennsylvania
$516K -$27.1K -199 -5%
HFA
644
Harbert Fund Advisors
Alabama
$509K -$561K -4,125 -52%
HCMG
645
Howard Capital Management Group
California
$507K -$3.27K -24 -0.6%
HI
646
Horizon Investments
North Carolina
$506K +$55.2K +406 +12%
ASN
647
Advisory Services Network
Georgia
$502K -$21.8K -160 -4%
BSW
648
Buckingham Strategic Wealth
Missouri
$489K +$2.04K +15 +0.4%
PWMAG
649
Pinnacle Wealth Management Advisory Group
New Jersey
$489K +$2.72K +20 +0.6%
CHP
650
Cable Hill Partners
Oregon
$487K +$489K +3,592 New
24 25
26
27 28