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XYL

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
1076
Dogwood Wealth Management
Kansas
$2.03K +$2.23K +17 New
EWM
1077
Evolution Wealth Management
Florida
$2.03K +$2.23K +17 New
PCM
1078
Penserra Capital Management
California
$2K – – –
WCM
1079
Winthrop Capital Management
Indiana
$2K – – –
CFG
1080
Clayton Financial Group
Missouri
$1.91K – – –
KSB
1081
Kennebec Savings Bank
Maine
$1.91K – – –
FMP
1082
Financial Management Professionals
Texas
$1.55K -$3.15K -24 -65%
BH
1083
Burk Holdings
Oklahoma
$1.55K +$1.71K +13 New
HFS
1084
Hughes Financial Services
Virginia
$1.43K +$787 +6 +100%
SVCP
1085
Silicon Valley Capital Partners
California
$1.32K +$1.44K +11 New
NRWA
1086
North Ridge Wealth Advisors
Oregon
$1.2K – – –
CSC
1087
Caldwell Sutter Capital
California
$1.08K – – –
BFS
1088
Bare Financial Services
Pennsylvania
$956 -$1.71K -13 -62%
VWM
1089
Vermillion Wealth Management
Minnesota
$956 +$1.05K +8 New
FHC
1090
First Horizon Corporation
Tennessee
$717 -$25.4K -194 -97%
1CP
1091
1015 Capital Partners
Pennsylvania
$717 -$131 -1 -14%
WA
1092
WPG Advisers
Maryland
$598 -$4.2K -32 -86%
HIA
1093
HFM Investment Advisors
New Jersey
$598 -$262 -2 -29%
CCWM
1094
Cassaday & Co Wealth Management
Virginia
$598 +$656 +5 New
PWA
1095
Portus Wealth Advisors
North Carolina
$598 +$656 +5 New
BIM
1096
Breakwater Investment Management
Washington
$478 – – –
ECA
1097
Elevated Capital Advisors
Utah
$478 – – –
QWM
1098
Quaker Wealth Management
New Jersey
$478 – – –
IWS
1099
Intentional Wealth Strategies
Colorado
$478 +$525 +4 New
NF
1100
Napier Financial
Massachusetts
$478 +$525 +4 New
42 43
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