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XYL

Name Holding Trade Value Shares
Change 		Change in
Stake
KPWS
651
Kestra Private Wealth Services
Texas
$296K -$29.5K -296 -10%
P8IP
652
Pier 88 Investment Partners
California
$292K -$18K -180 -7%
SFA
653
Seneca Financial Advisors
New York
$290K – – –
CI
654
Cigna Investments
Connecticut
$290K – – –
GVAG
655
Great Valley Advisor Group
Delaware
$289K +$252K +2,523 New
KWM
656
Kingsview Wealth Management
Oregon
$288K -$34.5K -346 -12%
AG
657
AIA Group
Hong Kong
$286K -$213K -2,135 -46%
OIA
658
OneDigital Investment Advisors
Kansas
$284K -$25.9K -260 -9%
DWP
659
Daymark Wealth Partners
Ohio
$284K +$1.2K +12 +0.5%
CP
660
Canopy Partners
Ohio
$283K +$247K +2,479 New
CIG
661
Cullen Investment Group
Louisiana
$283K +$247K +2,477 New
S
662
Sachetta
Massachusetts
$281K +$245K +2,455 New
LF
663
Lantz Financial
Illinois
$280K -$599 -6 -0.2%
EIP
664
Ellis Investment Partners
Pennsylvania
$279K +$798 +8 +0.3%
FP
665
Foundry Partners
Minnesota
$278K – – –
BWM
666
BlackDiamond Wealth Management
New York
$278K -$9.48K -95 -4%
FMII
667
Farmers & Merchants Investments Inc
Nebraska
$277K -$1.2K -12 -0.5%
RP
668
Riverwater Partners
Wisconsin
$275K – – –
CCM
669
Coldstream Capital Management
Washington
$273K +$17.4K +174 +8%
BCI
670
Brinker Capital Investments
Pennsylvania
$272K +$240K +2,407 New
OPS
671
Orion Portfolio Solutions
Nebraska
$272K +$240K +2,407 New
FWM
672
FFT Wealth Management
Pennsylvania
$271K +$9.28K +93 +4%
AWM
673
Angeles Wealth Management
California
$270K -$10.9K -109 -4%
CGL
674
Clarius Group LLC
Washington
$269K -$18.4K -184 -7%
CC
675
Courier Capital
New York
$268K +$3.49K +35 +2%
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