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EXL Service

Name Holding Trade Value Shares
Change
Change in
Stake
MG
401
Mather Group
Illinois
$25K +$24.6K +567 New
RA
402
Rise Advisors
New York
$24.8K
OCM
403
Osterweis Capital Management
California
$24.2K
RFP
404
Root Financial Partners
California
$24.2K +$23.8K +550 New
HFS
405
Hantz Financial Services
Michigan
$21K +$11.6K +269 +129%
WANY
406
Wealthspire Advisors (New York)
New York
$20.3K +$19.9K +460 New
PTC
407
Private Trust Company
Ohio
$20.2K +$10.2K +235 +105%
TWD
408
True Wealth Design
Ohio
$19.8K +$19.3K +446 +14,867%
ATC
409
Adirondack Trust Company
New York
$16.6K +$16.3K +377 New
SWA
410
SOA Wealth Advisors
New York
$15.4K
CIAM
411
Caitong International Asset Management
Hong Kong
$14K -$16.7K -385 -55%
S
412
SignatureFD
Georgia
$12.9K -$3.16K -73 -20%
MPWT
413
MassMutual Private Wealth & Trust
Connecticut
$12.2K
CI Investments Inc
414
CI Investments Inc
Ontario, Canada
$11K -$8.18K -189 -42%
SCM
415
Sterling Capital Management
North Carolina
$10.6K +$43 +1 +0.4%
VCM
416
Versant Capital Management
Arizona
$9.99K -$4.11K -95 -30%
PWMG
417
Private Wealth Management Group
New Jersey
$8.76K
PFBT
418
Parkside Financial Bank & Trust
Missouri
$8.67K -$1.3K -30 -13%
TFA
419
Transamerica Financial Advisors
Florida
$7.75K +$7.62K +176 New
WA
420
WPG Advisers
Maryland
$7.49K -$1.6K -37 -18%
MEG
421
Millstone Evans Group
Colorado
$7K +$6.88K +159 New
HWM
422
Hemington Wealth Management
Virginia
$7K -$1.17K -27 -14%
BIA
423
Bell Investment Advisors
California
$6.61K
QC
424
Quent Capital
New York
$6.61K +$6.5K +150 New
Northwestern Mutual Wealth Management
425
Northwestern Mutual Wealth Management
Wisconsin
$6.08K +$4.94K +114 +475%