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EXL Service

Name Holding Trade Value Shares
Change
Change in
Stake
IFWM
326
Institute for Wealth Management
Colorado
$143K -$33.3K -1,132 -17%
SO
327
STRS Ohio
Ohio
$143K +$54.5K +1,849 +50%
NAS
328
Nykredit A/S
Denmark
$130K +$148K +5,027 New
EWA
329
EverSource Wealth Advisors
Alabama
$128K -$82.2K -2,792 -36%
KBC Group
330
KBC Group
Belgium
$115K – – –
CIAM
331
Caitong International Asset Management
Hong Kong
$111K +$126K +4,284 +19,473%
TPCW
332
TD Private Client Wealth
New York
$107K +$1.3K +44 +1%
FDCDDQ
333
Federation des caisses Desjardins du Quebec
Quebec, Canada
$105K -$275K -9,334 -70%
BCWM
334
Bartlett & Co Wealth Management
Ohio
$104K +$118K +4,023 New
SCM
335
Sterling Capital Management
North Carolina
$101K +$82.9K +2,815 +255%
HEIP
336
Hudson Edge Investment Partners
New Jersey
$88.2K -$73.8K -2,504 -42%
BTI
337
Blue Trust Inc
Georgia
$80.1K -$4.27K -145 -4%
AF
338
Allworth Financial
California
$78.6K -$128K -4,352 -59%
S
339
SignatureFD
Georgia
$71.5K -$44.4K -1,509 -35%
FLPIM
340
F.L. Putnam Investment Management
Massachusetts
$71.5K +$81.4K +2,764 New
PA
341
Parallel Advisors
California
$66.7K -$14.8K -504 -16%
TFA
342
Transamerica Financial Advisors
Florida
$60.4K +$18.1K +615 +36%
IA
343
IFP Advisors
Florida
$53.1K -$92.6K -3,144 -60%
C
344
Covestor
United Kingdom
$53K -$10.5K -357 -15%
SIC
345
Salem Investment Counselors
North Carolina
$51.7K – – –
VCM
346
Versant Capital Management
Arizona
$51K -$63.6K -2,160 -52%
Bessemer Group
347
Bessemer Group
New Jersey
$50K -$1.62K -55 -3%
QL
348
Quarry LP
New York
$45.1K +$51.4K +1,745 New
ECSS
349
Eurizon Capital SGR SpA
$42.8K +$17.7K +602 +56%
UB
350
UMB Bank
Missouri
$40.9K -$46K -1,561 -50%