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XYL

Name Holding Trade Value Shares
Change 		Change in
Stake
AG
651
Algert Global
California
$475K +$477K +3,505 New
ACP
652
Aveo Capital Partners
Colorado
$473K -$104K -761 -18%
HWA
653
Heartwood Wealth Advisors
Virginia
$472K – – –
GVAG
654
Great Valley Advisor Group
Delaware
$472K +$41.5K +305 +10%
MCM
655
McRae Capital Management
New Jersey
$471K +$136 +1 +0%
BTW
656
Boston Trust Walden
Massachusetts
$464K – – –
WIM
657
WealthPlan Investment Management
Nebraska
$461K -$27.2K -200 -6%
PA
658
Procyon Advisors
Connecticut
$460K -$19.3K -142 -4%
QCG
659
Quadrant Capital Group
Ohio
$458K +$39.5K +290 +9%
SC
660
Savant Capital
Illinois
$458K +$184K +1,353 +67%
MSR
661
Main Street Research
Connecticut
$441K – – –
PTC
662
Philadelphia Trust Company
Pennsylvania
$440K -$68.4K -503 -13%
FPCG
663
Fort Pitt Capital Group
Pennsylvania
$436K +$1.09K +8 +0.2%
PAS
664
Park Avenue Securities
New York
$433K +$11.2K +82 +3%
SCA
665
Snowden Capital Advisors
New York
$433K +$54.8K +403 +14%
RFC
666
Regions Financial Corp
Alabama
$432K +$36.9K +271 +9%
KC
667
Kepos Capital
New York
$431K -$42.2K -310 -9%
PFBT
668
Parkside Financial Bank & Trust
Missouri
$430K +$12.9K +95 +3%
SWP
669
Stratos Wealth Partners
Ohio
$428K +$1.77K +13 +0.4%
MWM
670
Mosley Wealth Management
California
$424K – – –
CFG
671
Carr Financial Group
Massachusetts
$423K +$1.09K +8 +0.3%
AAM
672
Aureus Asset Management
Massachusetts
$420K – – –
GL
673
Graypoint LLC
New York
$418K +$36.3K +267 +9%
NW
674
NewEdge Wealth
Pennsylvania
$411K +$4.9K +36 +1%
GM
675
GeoWealth Management
Illinois
$409K +$15.8K +116 +4%
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