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EXL Service

Name Holding Trade Value Shares
Change
Change in
Stake
OC
351
Oarsman Capital
Wisconsin
$41.7K +$2.55K +59 +7%
PAS
352
Point72 Asia (Singapore)
Singapore
$36K -$215K -4,981 -86%
RA
353
Rise Advisors
New York
$31.5K
CI Investments Inc
354
CI Investments Inc
Ontario, Canada
$27K +$9.99K +231 +62%
KIM
355
Kestra Investment Management
Texas
$25.8K +$25.2K +582 New
MG
356
Mather Group
Illinois
$25.2K +$24.5K +567 New
PS
357
Principal Securities
Iowa
$22.7K +$822 +19 +4%
GWM
358
Geneos Wealth Management
Colorado
$20K +$5.23K +121 +37%
MA
359
MCF Advisors
Kentucky
$18.4K
LSA
360
Leonteq Securities AG
Switzerland
$17.8K +$8.65K +200 +100%
LFA
361
LGT Financial Advisors
Texas
$17.1K
EWA
362
EverSource Wealth Advisors
Alabama
$16.9K +$6.79K +157 +70%
SWA
363
SOA Wealth Advisors
New York
$15.5K
JSAM
364
J. Safra Asset Management
New York
$13.5K +$13.1K +304 New
HCA
365
Harbor Capital Advisors
Illinois
$13K +$1.38K +32 +12%
BIG
366
Brooklyn Investment Group
New York
$12.3K +$12K +277 New
S
367
SignatureFD
Georgia
$11.4K +$1.38K +32 +14%
WA
368
WPG Advisers
Maryland
$10.8K +$10.5K +243 New
MPWT
369
MassMutual Private Wealth & Trust
Connecticut
$10.2K +$519 +12 +6%
PTC
370
Private Trust Company
Ohio
$10.2K -$86 -2 -0.9%
VCM
371
Versant Capital Management
Arizona
$10.1K +$9.82K +227 New
AF
372
Allworth Financial
California
$10K -$19.8K -458 -69%
LC
373
Lindbrook Capital
California
$9.01K
PWMG
374
Private Wealth Management Group
New Jersey
$8.83K
PFBT
375
Parkside Financial Bank & Trust
Missouri
$8.57K