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EXL Service

Name Holding Trade Value Shares
Change
Change in
Stake
CFO
276
Callan Family Office
Pennsylvania
$369K -$14.8K -504 -3%
FNA
277
First National Advisers
Nebraska
$364K -$69K -2,342 -14%
RGC
278
Roberts, Glore & Co
Illinois
$363K +$413K +14,023 New
GCM
279
Gallacher Capital Management
Colorado
$362K +$413K +14,012 New
Truist Financial
280
Truist Financial
North Carolina
$344K +$82.6K +2,804 +27%
US Bancorp
281
US Bancorp
Minnesota
$342K -$27.5K -934 -7%
TPI
282
Trust Point Inc
Wisconsin
$339K -$300K -10,187 -44%
QCG
283
Quadrant Capital Group
Ohio
$330K -$27.8K -945 -7%
Federated Hermes
284
Federated Hermes
Pennsylvania
$324K -$5.37M -182,376 -94%
GRP
285
Global Retirement Partners
California
$319K +$363K +12,339 New
FC
286
FORA Capital
Florida
$319K +$363K +12,337 New
SAM
287
Securian Asset Management
Minnesota
$317K -$8.78K -298 -3%
PNC Financial Services Group
288
PNC Financial Services Group
Pennsylvania
$314K -$131K -4,434 -27%
DB
289
Danske Bank
Denmark
$313K +$354K +12,018 +12,018%
YMRC
290
Yorktown Management & Research Company
Virginia
$313K – – –
LAM
291
Lifestyle Asset Management
Texas
$307K +$53.9K +1,829 +18%
TC
292
TradeLink Capital
Illinois
$292K +$327K +11,090 New
Cambridge Investment Research Advisors
293
Cambridge Investment Research Advisors
Iowa
$290K +$265 +9 +0.1%
HFS
294
Hantz Financial Services
Michigan
$287K +$127K +4,309 +64%
Public Employees Retirement Association of Colorado
295
Public Employees Retirement Association of Colorado
Colorado
$285K – – –
MUAMU
296
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$284K – – –
CPBTD
297
Central Pacific Bank - Trust Division
Hawaii
$283K +$138K +4,682 +75%
FPAS
298
Focus Partners Advisor Solutions
Missouri
$281K -$175K -5,926 -35%
AAP
299
Arax Advisory Partners
Colorado
$279K +$224K +7,591 +237%
IWC
300
Integrated Wealth Concepts
Massachusetts
$278K -$457K -15,527 -59%