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EXL Service

Name Holding Trade Value Shares
Change
Change in
Stake
LFA
301
LGT Financial Advisors
Texas
$12.2K
MA
302
MCF Advisors
Kentucky
$11.2K +$2.27K +73 +26%
SWA
303
SOA Wealth Advisors
New York
$11.1K
WTC
304
WhitTier Trust Company
Nevada
$11.1K
FIM
305
Fernwood Investment Management
Massachusetts
$10.5K +$10.3K +330 New
S
306
SignatureFD
Georgia
$10.3K
CI Investments Inc
307
CI Investments Inc
Ontario, Canada
$10K +$2.27K +73 +30%
NA
308
NewEdge Advisors
Louisiana
$9.19K -$3.36K -108 -27%
PTC
309
Private Trust Company
Ohio
$7.35K +$342 +11 +5%
SWS
310
SYSTM Wealth Solutions
Illinois
$6.65K +$435 +14 +7%
Northwestern Mutual Wealth Management
311
Northwestern Mutual Wealth Management
Wisconsin
$6.3K +$6.16K +198 New
PFBT
312
Parkside Financial Bank & Trust
Missouri
$6.14K -$2.86K -92 -32%
MPWT
313
MassMutual Private Wealth & Trust
Connecticut
$5.82K -$62 -2 -1%
EBA
314
Eagle Bay Advisors
New York
$5.63K +$5.51K +177 New
BIA
315
Bell Investment Advisors
California
$4.77K
IA
316
IFP Advisors
Florida
$4.61K -$2.33K -75 -34%
JWM
317
Janiczek Wealth Management
Colorado
$3.91K
BCMLT
318
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.66K +$3.58K +115 New
Mitsubishi UFJ Asset Management
319
Mitsubishi UFJ Asset Management
Japan
$3.27K
FFC
320
First Financial Corp
Indiana
$3.18K +$3.11K +100 New
EWA
321
EverSource Wealth Advisors
Alabama
$2.75K
JWA
322
JFS Wealth Advisors
Pennsylvania
$2.7K +$404 +13 +18%
LC
323
Lindbrook Capital
California
$2.61K
FFA
324
Farther Finance Advisors
California
$2.38K -$146K -4,687 -98%
CA
325
Crewe Advisors
Utah
$2.29K +$2.24K +72 New