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XYL

Name Holding Trade Value Shares
Change 		Change in
Stake
SAG
701
SageView Advisory Group
California
$361K +$363K +2,665 New
SIA
702
Schechter Investment Advisors
Michigan
$361K -$21.6K -159 -6%
FWM
703
FFT Wealth Management
Pennsylvania
$361K +$272 +2 +0.1%
FM
704
Family Management
New York
$361K – – –
KWM
705
Kingsview Wealth Management
Oregon
$360K +$11.4K +84 +3%
KS
706
Karpas Strategies
Connecticut
$354K +$408 +3 +0.1%
AIP
707
Ameritas Investment Partners
Nebraska
$354K – – –
NC
708
nVerses Capital
Florida
$353K +$354K +2,600 New
MCC
709
Malaga Cove Capital
California
$350K – – –
CCM
710
Coldstream Capital Management
Washington
$350K +$20.3K +149 +6%
BHIA
711
Birch Hill Investment Advisors
Massachusetts
$349K -$34K -250 -9%
SFI
712
Siemens Fonds Invest
Germany
$344K – – –
HWAM
713
Hennion & Walsh Asset Management
New Jersey
$344K +$345K +2,536 New
CI
714
Cigna Investments
Connecticut
$339K -$4.35K -32 -1%
RWP
715
RWA Wealth Partners
Massachusetts
$337K +$4.76K +35 +1%
CIG
716
Cullen Investment Group
Louisiana
$336K – – –
LF
717
Lantz Financial
Illinois
$334K +$1.22K +9 +0.4%
SBIA
718
Sheaff Brock Investment Advisors
Indiana
$333K +$334K +2,456 New
HCM
719
Howland Capital Management
Massachusetts
$332K -$88.4K -650 -21%
KPWS
720
Kestra Private Wealth Services
Texas
$329K -$13.9K -102 -4%
CFG
721
Citizens Financial Group
Rhode Island
$329K +$63.3K +465 +24%
RP
722
Riverwater Partners
Wisconsin
$327K – – –
HIIFS
723
Harel Insurance Investments & Financial Services
Israel
$326K +$32.9K +242 +11%
DC
724
Diametric Capital
Massachusetts
$323K +$324K +2,382 New
AWM
725
Angeles Wealth Management
California
$322K +$1.5K +11 +0.5%
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