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XYL

Name Holding Trade Value Shares
Change 		Change in
Stake
FRA
751
Frank Rimerman Advisors
California
$244K -$6.2K -49 -2%
FTWA
752
Fifth Third Wealth Advisors
Ohio
$243K +$9.1K +72 +4%
SWM
753
SeaCrest Wealth Management
New York
$238K -$33.8K -267 -12%
S
754
Sachetta
Massachusetts
$237K -$25.5K -202 -9%
EWM
755
Evercore Wealth Management
New York
$236K +$33K +261 +15%
AG
756
AIA Group
Hong Kong
$234K +$17.7K +140 +7%
FAG
757
Fortitude Advisory Group
Washington
$232K +$2.91K +23 +1%
AAMC
758
Asset Allocation & Management Company
Illinois
$231K +$252K +1,990 New
RWP
759
Ridgecrest Wealth Partners
California
$231K -$3.92K -31 -2%
LF
760
Lantz Financial
Illinois
$229K -$61.9K -490 -20%
MA
761
MONECO Advisors
Connecticut
$227K +$5.06K +40 +2%
AWM
762
Aries Wealth Management
Maine
$227K – – –
KRSITF
763
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$226K -$83.2K -658 -9%
KWM
764
Kingsview Wealth Management
Oregon
$225K -$60.3K -477 -20%
EH
765
Equitable Holdings
New York
$224K +$2.15K +17 +0.9%
AG
766
AlTi Global
New York
$224K -$17.7K -140 -7%
DAM
767
Delta Asset Management
Tennessee
$224K -$42.1K -333 -15%
DA
768
Dash Acquisitions
California
$224K -$21.4K -169 -8%
HWM
769
Hohimer Wealth Management
Washington
$223K – – –
CD
770
Chapin Davis
Maryland
$222K – – –
BIM
771
Baldwin Investment Management
Pennsylvania
$221K – – –
PWM
772
Perigon Wealth Management
California
$220K -$53.6K -424 -19%
FB
773
Fulton Bank
Pennsylvania
$219K +$239K +1,889 New
VAS
774
Vestmark Advisory Solutions
Massachusetts
$218K +$7.33K +58 +3%
DWA
775
Douglass Winthrop Advisors
New York
$218K – – –
29 30
31
32 33