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XYL

Name Holding Trade Value Shares
Change 		Change in
Stake
FAFN
751
First Affirmative Financial Network
Colorado
$287K +$284K +2,122 New
FCCM
752
First City Capital Management
Georgia
$280K – – –
CHC
753
City Holding Co
West Virginia
$280K +$10K +75 +4%
AG
754
AlTi Global
New York
$280K +$277K +2,070 New
PCM
755
Penserra Capital Management
California
$276K +$213K +1,589 +340%
BWM
756
BlackDiamond Wealth Management
New York
$273K +$401 +3 +0.1%
FTWA
757
Fifth Third Wealth Advisors
Ohio
$273K +$16.2K +121 +6%
RWP
758
Ridgecrest Wealth Partners
California
$273K +$67.3K +503 +33%
PCIA
759
Prime Capital Investment Advisors
Kansas
$272K +$38K +284 +16%
ABWM
760
Alpine Bank Wealth Management
Colorado
$270K +$268K +2,000 New
CAAS
761
Capital Asset Advisory Services
Michigan
$269K -$11.2K -84 -4%
SC
762
Syon Capital
California
$268K +$7.36K +55 +3%
FAG
763
Fortitude Advisory Group
Washington
$267K +$264K +1,977 New
AWM
764
Aries Wealth Management
Maine
$264K – – –
DA
765
Dash Acquisitions
California
$262K – – –
HWM
766
Hohimer Wealth Management
Washington
$259K – – –
MA
767
MONECO Advisors
Connecticut
$259K +$134 +1 +0.1%
EH
768
Equitable Holdings
New York
$259K +$134 +1 +0.1%
FCP
769
Fidelis Capital Partners
Florida
$259K -$17.9K -134 -6%
WA
770
Wealth Alliance
New York
$258K +$7.36K +55 +3%
BIM
771
Baldwin Investment Management
Pennsylvania
$258K – – –
AWS
772
Atria Wealth Solutions
New York
$257K -$262K -1,960 -51%
DWA
773
Douglass Winthrop Advisors
New York
$254K – – –
AWM
774
Apollon Wealth Management
South Carolina
$254K +$16.5K +123 +7%
AG
775
AIA Group
Hong Kong
$253K +$18.9K +141 +8%
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