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XYL

Name Holding Trade Value Shares
Change 		Change in
Stake
MFG
726
Merit Financial Group
Georgia
$319K +$16.1K +118 +5%
CC
727
Courier Capital
New York
$318K – – –
NFGCM
728
Norman Fields Gottscho Capital Management
New York
$318K – – –
BWP
729
BSW Wealth Partners
Colorado
$318K +$56.7K +417 +22%
TCA
730
Transcend Capital Advisors
New Jersey
$317K +$318K +2,335 New
SWM
731
SeaCrest Wealth Management
New York
$313K -$12.5K -92 -4%
RMDI
732
R.M. Davis Inc
Maine
$312K +$54.4K +400 +21%
CA
733
Clearstead Advisors
Ohio
$310K +$161K +1,181 +107%
CCFM
734
Clear Creek Financial Management
Washington
$310K +$20.5K +151 +7%
WTC
735
WhitTier Trust Company
Nevada
$310K -$4.35K -32 -1%
DAM
736
Delta Asset Management
Tennessee
$307K -$6.8K -50 -2%
CCC
737
Chelsea Counsel Company
California
$304K +$54.4K +400 +22%
SAM
738
Strategy Asset Managers
California
$304K -$84.8K -623 -19%
SWA
739
Stratos Wealth Advisors
Ohio
$301K +$302K +2,220 New
GCP
740
GSA Capital Partners
United Kingdom
$301K +$302K +2,221 New
VAS
741
Vestmark Advisory Solutions
Massachusetts
$300K -$1.77K -13 -0.6%
ICP
742
Interchange Capital Partners
Pennsylvania
$300K +$301K +2,212 New
FFM
743
Forum Financial Management
Illinois
$299K +$4.9K +36 +2%
WPC
744
Wedmont Private Capital
Pennsylvania
$299K +$18.2K +134 +7%
S
745
Sachetta
Massachusetts
$298K -$29.8K -219 -9%
UBV
746
United Bank (Virginia)
Virginia
$298K – – –
GIA
747
Guyasuta Investment Advisors
Pennsylvania
$298K – – –
CFB
748
Cullen/Frost Bankers
Texas
$297K +$1.36K +10 +0.5%
OQS
749
Occudo Quantitative Strategies
Florida
$297K +$298K +2,193 New
RCA
750
Resonant Capital Advisors
Wisconsin
$295K +$83.8K +616 +40%
28 29
30
31 32