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EXL Service

Name Holding Trade Value Shares
Change
Change in
Stake
RF
426
Rossby Financial
Florida
$362 +$88 +3 +27%
MWM
427
Mascoma Wealth Management
New Hampshire
$310 +$353 +12 New
MCM
428
MV Capital Management
Maryland
$233 -$1.56K -53 -85%
PS
429
Planning Strategies
Pennsylvania
$207 +$236 +8 New
PWA
430
Principia Wealth Advisory
Texas
$181 -$766 -26 -79%
HIA
431
HFM Investment Advisors
New Jersey
$156 +$88 +3 +100%
RS
432
Rakuten Securities
Japan
$129
LI
433
LRI Investments
Florida
$129 +$147 +5 New
3FI
434
3 Factor Indexing
California
$104 +$118 +4 New
BHWM
435
Bay Harbor Wealth Management
Maryland
$103 -$118 -4 -50%
DF
436
DecisionPoint Financial
Arizona
$81 +$88 +3 New
RWM
437
Rialto Wealth Management
New York
$26 -$942 -32 -97%
RWM
438
Raffa Wealth Management
District of Columbia
$26
TFM
439
TFC Financial Management
Massachusetts
$26
CWP
440
Concord Wealth Partners
Virginia
$26 +$29 +1 New
MCA
441
Maryland Capital Advisors
Maryland
$26 +$29 +1 New
DWM
442
Darwin Wealth Management
Florida
$21
MWPCG
443
Measured Wealth Private Client Group
New Hampshire
$6
Alyeska Investment Group
444
Alyeska Investment Group
Illinois
-$34.7M -1,139,850 Closed
ORI
445
Oak Ridge Investments
Illinois
-$7.31M -240,178 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
446
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$6.76M -221,870 Closed
VanEck Associates
447
VanEck Associates
New York
-$4.42M -145,249 Closed
DIA
448
Dana Investment Advisors
Wisconsin
-$2.16M -70,775 Closed
ACM
449
Aquatic Capital Management
Illinois
-$1.67M -54,770 Closed
CFA
450
Collaborative Fund Advisors
Nevada
-$1.51M -49,736 Closed