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EXL Service

Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
226
PNC Financial Services Group
Pennsylvania
$455K -$70.4K -2,125 -13%
CGH
227
Crossmark Global Holdings
Texas
$447K +$20.1K +605 +5%
RWM
228
Ritholtz Wealth Management
New York
$446K -$308K -9,285 -40%
SAM
229
Shell Asset Management
Netherlands
$437K -$1.66K -50 -0.4%
SSWM
230
Sheets Smith Wealth Management
North Carolina
$415K +$425K +12,820 New
AAM
231
Azzad Asset Management
Virginia
$402K -$184K -5,565 -31%
CAN
232
Cetera Advisor Networks
California
$398K +$408K +12,305 New
Creative Planning
233
Creative Planning
Kansas
$390K +$35K +1,055 +10%
CAPTRUST Financial Advisors
234
CAPTRUST Financial Advisors
North Carolina
$381K -$7.79K -235 -2%
IWM
235
IHT Wealth Management
Illinois
$365K +$374K +11,285 New
MM
236
MQS Management
New York
$363K +$372K +11,225 New
Tudor Investment Corp
237
Tudor Investment Corp
Connecticut
$357K -$2.51M -75,640 -87%
DA
238
Drake & Associates
Wisconsin
$349K +$15.6K +470 +5%
BHCM
239
Boulder Hill Capital Management
New York
$324K +$331K +10,000 New
Empower Advisory Group
240
Empower Advisory Group
Colorado
$323K +$330K +9,970 New
HCM
241
HMS Capital Management
Tennessee
$323K +$12.9K +390 +4%
TIM
242
Tevis Investment Management
Texas
$322K +$25.5K +770 +8%
Vanguard Personalized Indexing Management
243
Vanguard Personalized Indexing Management
California
$322K +$124K +3,730 +60%
DFCM
244
Dark Forest Capital Management
Puerto Rico
$315K +$322K +9,725 New
AAS
245
Avantax Advisory Services
Texas
$308K +$27.5K +830 +10%
BCI
246
Brinker Capital Investments
Pennsylvania
$303K -$8.45K -255 -3%
OPS
247
Orion Portfolio Solutions
Nebraska
$303K +$311K +9,370 New
AC
248
AXQ Capital
New Jersey
$299K +$306K +9,235 New
PTC
249
Petrus Trust Company
Texas
$290K +$297K +8,955 New
PA
250
Profund Advisors
Maryland
$286K -$15.7K -475 -5%