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EXL Service

Name Holding Trade Value Shares
Change
Change in
Stake
PWPS
351
Pinnacle Wealth Planning Services
Ohio
$36.6K -$13K -443 -24%
WTC
352
WhitTier Trust Company
Nevada
$32.3K +$7.75K +263 +29%
FFA
353
Farther Finance Advisors
California
$27.2K -$47.9K -1,626 -61%
VSQM
354
V-Square Quantitative Management
Illinois
$24.1K – – –
PTC
355
Private Trust Company
Ohio
$23.7K +$1.97K +67 +8%
National Bank of Canada
356
National Bank of Canada
Quebec, Canada
$22K – – –
PFBT
357
Parkside Financial Bank & Trust
Missouri
$21.2K +$7.98K +271 +49%
SEP
358
Signature Equity Partners
Ohio
$20.9K +$236 +8 +1%
HNB
359
Huntington National Bank
Ohio
$20.7K -$11.9K -403 -34%
KFAS
360
Keating Financial Advisory Services
Kansas
$17.9K +$13.8K +469 +211%
CTC
361
Central Trust Company
Missouri
$17.5K -$265 -9 -1%
SL
362
Salomon & Ludwin
Virginia
$16.7K -$2.06K -70 -10%
TWD
363
True Wealth Design
Ohio
$16.2K -$7.98K -271 -30%
AssetMark Inc
364
AssetMark Inc
California
$14.8K +$11.8K +402 +236%
MG
365
Mather Group
Illinois
$14.7K – – –
HI
366
Harbour Investments
Wisconsin
$14.3K +$16.2K +551 +27,550%
MPWT
367
MassMutual Private Wealth & Trust
Connecticut
$13.6K +$265 +9 +2%
SIC
368
SJS Investment Consulting
Ohio
$12.5K -$1.3K -44 -8%
CMA
369
Cedar Mountain Advisors
Oregon
$9.62K -$1.06K -36 -9%
OCWP
370
Owl Creek Wealth Partners
Colorado
$9.31K +$9.28K +315 +700%
SWA
371
SOA Wealth Advisors
New York
$9.05K – – –
CA
372
CoreCap Advisors
Michigan
$7.71K +$8.78K +298 New
WETS
373
Wealth Enhancement Trust Services
South Dakota
$6.7K +$7.63K +259 New
CSPIA
374
Cary Street Partners Investment Advisory
Virginia
$5.58K +$6.36K +216 New
QC
375
Quent Capital
New York
$5.56K -$4.71K -160 -43%