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EXL Service

Name Holding Trade Value Shares
Change
Change in
Stake
DT
326
Diversified Trust
Tennessee
$310K -$1.46K -32 -0.5%
OQS
327
Occudo Quantitative Strategies
Florida
$306K +$319K +6,989 New
FFA
328
Florida Financial Advisors
Florida
$305K +$75.6K +1,654 +31%
Envestnet Portfolio Solutions
329
Envestnet Portfolio Solutions
Illinois
$293K -$39.9K -872 -12%
DAS
330
Diversify Advisory Services
Utah
$282K +$302K +6,618 New
RA
331
RiverPark Advisors
New York
$281K -$68.4K -1,496 -19%
SA
332
Sanctuary Advisors
Indiana
$279K -$116K -2,540 -29%
PCM
333
Prelude Capital Management
New York
$272K +$25.4K +556 +10%
PM
334
Parametrica Management
Hong Kong
$267K +$279K +6,102 New
AWM
335
Axxcess Wealth Management
California
$265K -$28.4K -622 -9%
HFO
336
Heritage Family Offices
Arizona
$265K
FC
337
FORA Capital
Florida
$265K -$86.5K -1,893 -24%
PAS
338
Park Avenue Securities
New York
$264K +$275K +6,025 New
FTWA
339
Fifth Third Wealth Advisors
Ohio
$261K +$731 +16 +0.3%
ACM
340
Alta Capital Management
Utah
$260K +$24.4K +535 +10%
P
341
&Partners
Tennessee
$258K -$31.6K -692 -10%
SCM
342
Shelton Capital Management
Colorado
$253K
PAG
343
Private Advisor Group
New Jersey
$249K -$11.3K -248 -4%
IB
344
Intrust Bank
Kansas
$248K -$44.7K -978 -15%
Nisa Investment Advisors
345
Nisa Investment Advisors
Missouri
$246K -$73.8K -1,614 -22%
JSW
346
Journey Strategic Wealth
New Jersey
$239K +$3.29K +72 +1%
MIA
347
MeadowBrook Investment Advisors
Michigan
$236K -$59.4K -1,300 -19%
LCWP
348
Legacy Capital Wealth Partners
Arkansas
$230K +$3.61K +79 +2%
CIBC Asset Management
349
CIBC Asset Management
Ontario, Canada
$229K
LOAMU
350
Lombard Odier Asset Management (USA)
New York
$227K +$237K +5,195 New