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EXL Service

Name Holding Trade Value Shares
Change
Change in
Stake
HNW
401
High Note Wealth
Minnesota
$1.4K -$677 -23 -30%
MNA
402
Manning & Napier Advisors
New York
$1.33K +$1.53K +52 New
SWP
403
Strategic Wealth Partners
Ohio
$1.16K
WB
404
Webster Bank
Connecticut
$1.14K
CH
405
Cromwell Holdings
Wyoming
$983 +$1.12K +38 New
SWM
406
SHP Wealth Management
Massachusetts
$879 -$1.41K -48 -59%
SS
407
SBI Securities
Japan
$828 -$1.21K -41 -56%
CPG
408
Cornerstone Planning Group
New Jersey
$805 -$7.16K -243 -89%
FNWA
409
Financial Network Wealth Advisors
Utah
$776
CFB
410
Cullen/Frost Bankers
Texas
$698
NA
411
NewEdge Advisors
Louisiana
$569
WA
412
WPG Advisers
Maryland
$569
DPW
413
DiNuzzo Private Wealth
Pennsylvania
$544
PWMG
414
Private Wealth Management Group
New Jersey
$518 -$5.54K -188 -90%
RWS
415
Retirement Wealth Solutions
Wisconsin
$518 -$2.09K -71 -78%
CCMI
416
Creative Capital Management Investments
California
$517 +$589 +20 New
Northwestern Mutual Wealth Management
417
Northwestern Mutual Wealth Management
Wisconsin
$491 -$10.2K -345 -95%
AF
418
Advisornet Financial
Minnesota
$491 -$412 -14 -42%
CFM
419
Cornerstone Financial Management
Massachusetts
$491
LFG
420
Larson Financial Group
Missouri
$465 -$5.98K -203 -92%
BIM
421
Breakwater Investment Management
Washington
$440 +$501 +17 New
UFF
422
USA Financial Formulas
Michigan
$414
QWM
423
Quaker Wealth Management
New Jersey
$388 -$265 -9 -38%
HFS
424
Hughes Financial Services
Virginia
$388 +$324 +11 +275%
LSA
425
Leonteq Securities AG
Switzerland
$362