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EXL Service
EXLS

Name Holding Trade Value Shares
Change 		Change in
Stake
HWP
401
Highline Wealth Partners
California
$4.26K +$4.83K +140 New
FMII
402
Farmers & Merchants Investments Inc
Nebraska
$4.2K – – –
AWM
403
Activest Wealth Management
Florida
$4.14K -$4.14K -120 -47%
BIA
404
Bell Investment Advisors
California
$3.96K -$690 -20 -13%
CFO
405
CVA Family Office
Colorado
$3.87K +$4.38K +127 New
EWP
406
Elevation Wealth Partners
California
$3.84K +$4.35K +126 New
SS
407
Sunbelt Securities
Texas
$3.75K -$74.3K -2,155 -95%
JSAM
408
J. Safra Asset Management
New York
$3.32K +$2.42K +70 +179%
BF
409
BOK Financial
Oklahoma
$3.26K +$3.69K +107 New
BBHC
410
Brown Brothers Harriman & Co
New York
$3.17K -$1.07K -31 -23%
DB
411
Danske Bank
Denmark
$3.04K -$41.4K -1,200 -92%
SIM
412
Synergy Investment Management
Florida
$3.04K +$3.45K +100 New
KG
413
Kilter Group
New York
$3.02K +$1.97K +57 +136%
MAFA
414
MJT & Associates Financial Advisory
Minnesota
$2.8K +$69 +2 +2%
RWS
415
Retirement Wealth Solutions
Wisconsin
$2.77K +$1.1K +32 +54%
JWA
416
JFS Wealth Advisors
Pennsylvania
$2.74K -$1.14K -33 -27%
SWM
417
SHP Wealth Management
Massachusetts
$2.5K +$2.55K +74 +925%
PWA
418
Physician Wealth Advisors
Utah
$2.44K +$2.76K +80 New
S
419
Sachetta
Massachusetts
$2.38K +$2.69K +78 New
HNW
420
High Note Wealth
Minnesota
$2.35K +$1.1K +32 +71%
SS
421
SBI Securities
Japan
$2.22K -$4.83K -140 -66%
MCM
422
MV Capital Management
Maryland
$1.89K +$2.04K +59 +1,967%
WOSD
423
WFA of San Diego
California
$1.89K +$2.14K +62 New
CT
424
Colonial Trust
South Carolina
$1.88K – – –
FPF
425
First Pacific Financial
Washington
$1.77K +$2K +58 New
15 16
17
18 19