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EXL Service

Name Holding Trade Value Shares
Change
Change in
Stake
ACM
426
Accent Capital Management
Ohio
$4.25K – – –
MAFA
427
MJT & Associates Financial Advisory
Minnesota
$3.94K – – –
JWA
428
JFS Wealth Advisors
Pennsylvania
$3.9K -$548 -12 -12%
AS
429
Altshuler Shaham
Israel
$3.85K +$320 +7 +9%
WWM
430
Wolff Wiese Magana
California
$3.59K – – –
CT
431
Colonial Trust
South Carolina
$3.02K – – –
SWM
432
Spire Wealth Management
Virginia
$2.63K – – –
MCM
433
MAI Capital Management
Ohio
$2.32K +$686 +15 +39%
HNW
434
High Note Wealth
Minnesota
$2.19K +$914 +20 +67%
CAL
435
Capital Advisors Ltd
Ohio
$2K – – –
WB
436
Webster Bank
Connecticut
$1.93K +$2.01K +44 New
FFO
437
Fortitude Family Office
Arizona
$1.75K +$1.83K +40 New
AT
438
Arlington Trust
Alabama
$1.53K +$1.6K +35 New
SO
439
Sierra Ocean
California
$1.45K – – –
CFB
440
Cullen/Frost Bankers
Texas
$1.18K – – –
DPW
441
DiNuzzo Private Wealth
Pennsylvania
$1.14K -$91 -2 -7%
CTC
442
Central Trust Company
Missouri
$1.09K – – –
Northwestern Mutual Wealth Management
443
Northwestern Mutual Wealth Management
Wisconsin
$1.05K – – –
PMAM
444
Picton Mahoney Asset Management
Ontario, Canada
$1K – – –
NA
445
NewEdge Advisors
Louisiana
$963 – – –
SIC
446
SJS Investment Consulting
Ohio
$745 -$548 -12 -41%
FNWA
447
Financial Network Wealth Advisors
Utah
$569 +$594 +13 New
WCM
448
WealthTrak Capital Management
Virginia
$438 – – –
HIA
449
HFM Investment Advisors
New Jersey
$438 +$274 +6 +150%
RWM
450
Rialto Wealth Management
New York
$351 +$366 +8 New