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EXL Service
EXLS

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
301
Allworth Financial
California
$17.5K – – –
BFEC
302
Benjamin F. Edwards & Company
Missouri
$17K – – –
CS
303
Comerica Securities
Michigan
$16.9K +$17.4K +500 New
PFBT
304
Parkside Financial Bank & Trust
Missouri
$14.1K +$14.4K +415 New
LC
305
Lindbrook Capital
California
$12.4K +$5.04K +145 +66%
SWA
306
SOA Wealth Advisors
New York
$11.9K – – –
WTC
307
WhitTier Trust Company
Nevada
$11.9K – – –
JWM
308
Janiczek Wealth Management
Colorado
$7.32K +$7.3K +210 New
MPWT
309
MassMutual Private Wealth & Trust
Connecticut
$7K -$3.13K -90 -32%
ACM
310
AUA Capital Management
Pennsylvania
$5.59K – – –
BIA
311
Bell Investment Advisors
California
$5.08K – – –
JWA
312
JFS Wealth Advisors
Pennsylvania
$5.08K – – –
PTC
313
Private Trust Company
Ohio
$5K -$1.04K -30 -16%
ST
314
Sageworth Trust
Pennsylvania
$5K – – –
SC
315
Schubert & Co
Texas
$4.07K -$347 -10 -8%
EWA
316
EverSource Wealth Advisors
Alabama
$3.22K -$2.26K -65 -41%
TWP
317
TFO Wealth Partners
Ohio
$2.91K +$19.1K +550 New
FMII
318
Farmers & Merchants Investments Inc
Nebraska
$2.54K -$1.22K -35 -32%
SBL
319
Sargent Bickham Lagudis
Colorado
$2.37K +$2.43K +70 New
CA
320
CoreCap Advisors
Michigan
$2.03K +$2.08K +60 New
HNB
321
Huntington National Bank
Ohio
$1.86K – – –
ASN
322
Advisory Services Network
Georgia
$1.86K +$1.91K +55 New
SIC
323
SJS Investment Consulting
Ohio
$1.69K +$174 +5 +11%
RFG
324
RFP Financial Group
Georgia
$1.69K +$1.74K +50 New
TFA
325
Toth Financial Advisory
Virginia
$1.52K – – –
11 12
13
14 15