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XYL

Name Holding Trade Value Shares
Change 		Change in
Stake
CPG
1026
Cornerstone Planning Group
New Jersey
$4.99K +$139K +1,001 +4,171%
EWP
1027
Elevation Wealth Partners
California
$4.87K +$4.58K +33 New
AWM
1028
Abound Wealth Management
Tennessee
$4.72K – – –
SHIM
1029
Stone House Investment Management
Pennsylvania
$4.42K +$4.16K +30 New
HCM
1030
Hollencrest Capital Management
California
$4.28K – – –
CSB
1031
City State Bank
Iowa
$4.13K – – –
CCM
1032
Cloud Capital Management
Washington
$4K +$4.16K +30 New
PP
1033
Pacifica Partners
Canada
$3.85K – – –
DIP
1034
DT Investment Partners
Pennsylvania
$3.69K – – –
CSC
1035
Caldwell Sutter Capital
California
$3.39K – – –
GFL
1036
Granite FO LLC
New Hampshire
$3.39K – – –
DPW
1037
DiNuzzo Private Wealth
Pennsylvania
$3.12K – – –
SC
1038
SouthState Corp
Florida
$3.1K -$3.05K -22 -51%
BFS
1039
Bare Financial Services
Pennsylvania
$3.1K – – –
TFA
1040
Transamerica Financial Advisors
Florida
$3.1K +$2.91K +21 New
PCM
1041
Penserra Capital Management
California
$3K – – –
GSWM
1042
Golden State Wealth Management
California
$2.95K – – –
JGIA
1043
Jackson Grant Investment Advisers
Connecticut
$2.95K – – –
MWA
1044
Medallion Wealth Advisors
Connecticut
$2.95K – – –
GA
1045
Guerra Advisors
Florida
$2.8K +$2.63K +19 New
KFP
1046
Kerr Financial Planning
California
$2.71K +$2.63K +19 New
KSB
1047
Kennebec Savings Bank
Maine
$2.36K – – –
HIMS
1048
Hager Investment Management Services
New Hampshire
$2.21K -$832 -6 -29%
SS
1049
Sunbelt Securities
Texas
$2.06K +$1.94K +14 New
WWA
1050
Wealth Watch Advisors
Colorado
$2.06K +$1.94K +14 New
40 41
42
43 44