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EXL Service

Name Holding Trade Value Shares
Change
Change in
Stake
PA
376
Parallel Advisors
California
$61.1K +$5K +104 +9%
N
377
Natixis
France
$53.8K -$2.36K -49 -4%
LC
378
Lindbrook Capital
California
$50.3K +$41.5K +862 +425%
WTC
379
WhitTier Trust Company
Nevada
$45.6K -$289 -6 -0.6%
WT
380
Whittier Trust
California
$44.9K +$45.8K +951 New
CIBC Private Wealth Group
381
CIBC Private Wealth Group
Georgia
$42.7K +$3.32K +69 +7%
Optiver Holding
382
Optiver Holding
Netherlands
$38.7K +$39.4K +819 New
CA
383
Clearstead Advisors
Ohio
$36.9K -$11.2K -233 -23%
GWM
384
Geneos Wealth Management
Colorado
$27.1K +$5.92K +123 +27%
MG
385
Mather Group
Illinois
$26.8K
RA
386
Rise Advisors
New York
$26.6K -$7.02K -146 -21%
CI Investments Inc
387
CI Investments Inc
Ontario, Canada
$24K -$4.96K -103 -17%
VCM
388
Versant Capital Management
Arizona
$23.3K +$12.8K +266 +117%
PS
389
Principal Securities
Iowa
$22.7K
EWA
390
EverSource Wealth Advisors
Alabama
$20.2K +$2.26K +47 +12%
WF
391
Wayfinding Financial
Washington
$20K +$21.1K +439 New
MA
392
MCF Advisors
Kentucky
$19.6K
LSA
393
Leonteq Securities AG
Switzerland
$18.9K
SWA
394
SOA Wealth Advisors
New York
$16.5K
WA
395
WPG Advisers
Maryland
$16.3K +$4.96K +103 +42%
BIG
396
Brooklyn Investment Group
New York
$16.2K +$3.22K +67 +24%
MPWT
397
MassMutual Private Wealth & Trust
Connecticut
$15.2K +$4.43K +92 +40%
SSG
398
Summit Securities Group
New York
$15.2K +$15.5K +322 New
JSAM
399
J. Safra Asset Management
New York
$15.1K +$722 +15 +5%
S
400
SignatureFD
Georgia
$13.5K +$1.35K +28 +11%