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XYL

Name Holding Trade Value Shares
Change 		Change in
Stake
PCA
626
Pallas Capital Advisors
Massachusetts
$473K +$991 +8 +0.2%
LWCFA
627
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$471K +$94.4K +762 +22%
TCM
628
Telos Capital Management
California
$467K -$12K -97 -2%
STA
629
Smith Thornton Advisors
Alabama
$462K +$14.3K +115 +3%
PF
630
Phoenix Financial
Israel
$451K +$466K +3,758 New
PGAM
631
Princeton Global Asset Management
New Jersey
$445K -$193K -1,558 -30%
BTW
632
Boston Trust Walden
Massachusetts
$444K +$37.2K +300 +9%
MWM
633
Modern Wealth Management
Kansas
$442K +$459K +3,702 New
SI
634
Sava Infond
Slovenia
$442K +$285K +2,300 +164%
FAM
635
Fred Alger Management
New York
$439K +$455K +3,671 New
CL
636
Choreo LLC
Illinois
$436K -$25.3K -204 -5%
SAM
637
Strategy Asset Managers
California
$430K +$36.3K +293 +9%
PA
638
Procyon Advisors
Connecticut
$430K +$51.6K +416 +13%
CCFM
639
Clear Creek Financial Management
Washington
$430K +$159K +1,282 +55%
VA
640
VestGen Advisors
Illinois
$429K +$446K +3,595 New
PWMAG
641
Pinnacle Wealth Management Advisory Group
New Jersey
$429K +$27K +218 +6%
MCM
642
McRae Capital Management
New Jersey
$427K – – –
JCM
643
Jacobi Capital Management
Pennsylvania
$427K +$5.45K +44 +1%
RWP
644
RWA Wealth Partners
Massachusetts
$424K -$13.9K -112 -3%
HCMG
645
Howard Capital Management Group
California
$417K -$30.7K -248 -7%
HI
646
Horizon Investments
North Carolina
$416K +$20.3K +164 +5%
HWA
647
Heartwood Wealth Advisors
Virginia
$416K – – –
CP
648
Canopy Partners
Ohio
$416K +$2.35K +19 +0.5%
HIIFS
649
Harel Insurance Investments & Financial Services
Israel
$412K +$12.3K +99 +3%
QCG
650
Quadrant Capital Group
Ohio
$410K +$6.44K +52 +2%
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