We are live on ! Find out more
EXLS icon

EXL Service
EXLS

Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
376
Basecamp Wealth Advisors
Washington
$5.46K -$7.78K -264 -56%
JWM
377
JPL Wealth Management
Colorado
$5.41K -$1.5K -51 -20%
EP
378
Essential Partners
California
$5.35K -$6.01K -204 -50%
SC
379
Swan Capital
Florida
$5.25K -$1.03K -35 -15%
EWP
380
Elevation Wealth Partners
California
$4.6K +$1.53K +52 +41%
FAM
381
Fulcrum Asset Management
United Kingdom
$4.4K +$5.07K +172 New
MEG
382
Millstone Evans Group
Colorado
$4.11K – – –
SAM
383
Smartleaf Asset Management
Massachusetts
$3.99K – – –
FHC
384
First Horizon Corporation
Tennessee
$3.83K -$11.4K -387 -72%
HWP
385
Highline Wealth Partners
California
$3.6K -$29 -1 -0.7%
FMII
386
Farmers & Merchants Investments Inc
Nebraska
$3.57K – – –
BIA
387
Bell Investment Advisors
California
$3.36K – – –
BWL
388
Bogart Wealth LLC
Virginia
$3.15K -$795 -27 -18%
BFS
389
Bare Financial Services
Pennsylvania
$2.95K +$3.36K +114 New
CT
390
Colonial Trust
South Carolina
$2.69K +$1.24K +42 +68%
KG
391
Kilter Group
New York
$2.64K +$88 +3 +3%
APW
392
Allied Private Wealth
Florida
$2.6K +$2.8K +95 New
SIM
393
Synergy Investment Management
Florida
$2.59K – – –
CFO
394
CVA Family Office
Colorado
$2.43K -$972 -33 -26%
MAFA
395
MJT & Associates Financial Advisory
Minnesota
$2.38K – – –
JWA
396
JFS Wealth Advisors
Pennsylvania
$2.28K -$59 -2 -2%
CA
397
Clearstead Advisors
Ohio
$1.94K +$884 +30 +67%
APFP
398
Action Point Financial Planning
Michigan
$1.71K +$2K +68 New
FFO
399
Fortitude Family Office
Arizona
$1.45K +$1.65K +56 New
BBHC
400
Brown Brothers Harriman & Co
New York
$1.4K -$1.47K -50 -48%
14 15
16
17 18