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EXL Service

Name Holding Trade Value Shares
Change
Change in
Stake
LFA
301
LGT Financial Advisors
Texas
$10.8K +$11.3K +385 New
SWA
302
SOA Wealth Advisors
New York
$9.81K
WTC
303
WhitTier Trust Company
Nevada
$9.81K
CI Investments Inc
304
CI Investments Inc
Ontario, Canada
$7K +$585 +20 +9%
LC
305
Lindbrook Capital
California
$6.42K +$2.02K +69 +43%
PTC
306
Private Trust Company
Ohio
$6.17K +$1.32K +45 +26%
MA
307
MCF Advisors
Kentucky
$5.78K +$6.03K +206 New
MPWT
308
MassMutual Private Wealth & Trust
Connecticut
$5.19K
BIA
309
Bell Investment Advisors
California
$4.21K -$585 -20 -12%
GA
310
GoalVest Advisory
New York
$4.21K +$1.32K +45 +43%
EWA
311
EverSource Wealth Advisors
Alabama
$4.12K +$1.52K +52 +55%
HNB
312
Huntington National Bank
Ohio
$3.93K
JWA
313
JFS Wealth Advisors
Pennsylvania
$3.08K
Mitsubishi UFJ Asset Management
314
Mitsubishi UFJ Asset Management
Japan
$2.89K +$3.02K +103 New
CA
315
Clearstead Advisors
Ohio
$2.61K +$2.72K +93 New
JWM
316
Janiczek Wealth Management
Colorado
$2.38K
SFG
317
Steward Financial Group
Texas
$2K +$2.96K +101 New
FMII
318
Farmers & Merchants Investments Inc
Nebraska
$1.96K -$146 -5 -7%
RFG
319
RFP Financial Group
Georgia
$1.4K
AF
320
Allworth Financial
California
$1.35K -$13.7K -467 -91%
VF
321
VitalStone Financial
Texas
$1K -$161K -5,485 -99%
VNA
322
Valley National Advisers
Pennsylvania
$1K +$1.02K +35 New
CTC
323
Central Trust Company
Missouri
$701 +$732 +25 New
Toronto Dominion Bank
324
Toronto Dominion Bank
Ontario, Canada
$673 -$29 -1 -4%
SIC
325
SJS Investment Consulting
Ohio
$645 +$88 +3 +15%