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EXL Service

Name Holding Trade Value Shares
Change
Change in
Stake
AAP
401
Arax Advisory Partners
Colorado
$16.3K -$1.18M -28,962 -99%
SWA
402
SOA Wealth Advisors
New York
$14.9K
AWA
403
Acumen Wealth Advisors
Tennessee
$13.1K +$12.6K +309 New
SAM
404
Smartleaf Asset Management
Massachusetts
$12.7K -$141K -3,439 -92%
KFAS
405
Keating Financial Advisory Services
Kansas
$11K +$10.6K +260 New
AWM
406
Activest Wealth Management
Florida
$10.9K +$10.5K +256 New
PFBT
407
Parkside Financial Bank & Trust
Missouri
$10.4K +$1.96K +48 +24%
SS
408
SBI Securities
Japan
$9.04K +$7.73K +189 +788%
PWMG
409
Private Wealth Management Group
New Jersey
$8.45K
MCM
410
MAI Capital Management
Ohio
$7.6K +$6.54K +160 +842%
MEG
411
Millstone Evans Group
Colorado
$6.75K
Simplex Trading
412
Simplex Trading
Illinois
$6.58K -$132K -3,228 -95%
BIA
413
Bell Investment Advisors
California
$6.37K
FMII
414
Farmers & Merchants Investments Inc
Nebraska
$5.86K
BBHC
415
Brown Brothers Harriman & Co
New York
$5.73K +$5.52K +135 New
JWA
416
JFS Wealth Advisors
Pennsylvania
$5.22K +$1.43K +35 +40%
AGWCA
417
Annis Gardner Whiting Capital Advisors
Florida
$4.29K +$4.13K +101 New
T. Rowe Price Investment Management
418
T. Rowe Price Investment Management
Maryland
$4K -$613 -15 -17%
MAFA
419
MJT & Associates Financial Advisory
Minnesota
$3.82K
SPIA
420
Steward Partners Investment Advisory
New York
$3.27K +$777 +19 +33%
CT
421
Colonial Trust
South Carolina
$2.62K
RWS
422
Retirement Wealth Solutions
Wisconsin
$2.5K +$327 +8 +16%
CAL
423
Capital Advisors Ltd
Ohio
$2K
SWP
424
Strategic Wealth Partners
Ohio
$1.91K +$613 +15 +50%
HNW
425
High Note Wealth
Minnesota
$1.91K +$1.84K +45 New