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EXL Service

Name Holding Trade Value Shares
Change
Change in
Stake
CA
301
Clearstead Advisors
Ohio
$22.4K +$21.5K +715 New
RA
302
Rise Advisors
New York
$22.2K
RWM
303
Raffa Wealth Management
District of Columbia
$20.9K
PS
304
Principal Securities
Iowa
$19.6K +$240 +8 +1%
LFA
305
LGT Financial Advisors
Texas
$12.1K
MA
306
MCF Advisors
Kentucky
$11K
SWA
307
SOA Wealth Advisors
New York
$11K
ATPW
308
Ashton Thomas Private Wealth
Arizona
$9.31K +$8.91K +297 New
CI Investments Inc
309
CI Investments Inc
Ontario, Canada
$9K -$690 -23 -7%
CAM
310
Creekmur Asset Management
Illinois
$9K +$8.62K +287 New
UWS
311
Unique Wealth Strategies
Illinois
$8.52K +$8.04K +268 New
MPWT
312
MassMutual Private Wealth & Trust
Connecticut
$7.28K +$1.47K +49 +27%
PTC
313
Private Trust Company
Ohio
$7.24K
S
314
SignatureFD
Georgia
$7.06K -$2.97K -99 -31%
EWA
315
EverSource Wealth Advisors
Alabama
$6.42K +$2.61K +87 +92%
LC
316
Lindbrook Capital
California
$6.37K +$3.63K +121 +148%
PWMG
317
Private Wealth Management Group
New Jersey
$6.24K +$3.99K +133 +202%
PFBT
318
Parkside Financial Bank & Trust
Missouri
$6.05K
AAP
319
Arax Advisory Partners
Colorado
$5.71K +$5.46K +182 New
EBA
320
Eagle Bay Advisors
New York
$5.55K
OWA
321
Opal Wealth Advisors
New York
$5.11K +$4.89K +163 New
BIA
322
Bell Investment Advisors
California
$4.7K
IA
323
IFP Advisors
Florida
$4.55K
FFA
324
Farther Finance Advisors
California
$4.24K +$1.8K +60 +79%
BCMLT
325
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.61K