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EXL Service
EXLS

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
426
Clearstead Advisors
Ohio
$1.37K -$19.7K -572 -93%
OCWP
427
Owl Creek Wealth Partners
Colorado
$1.37K +$1.55K +45 New
SWP
428
Strategic Wealth Partners
Ohio
$1.37K – – –
WB
429
Webster Bank
Connecticut
$1.34K – – –
SC
430
SouthState Corp
Florida
$1.1K +$1.24K +36 New
AA
431
Ancora Advisors
Ohio
$1.03K – – –
PWA
432
Principia Wealth Advisory
Texas
$1K +$621 +18 +120%
RWM
433
Rialto Wealth Management
New York
$1K +$724 +21 +175%
AF
434
Advisornet Financial
Minnesota
$1K +$1.14K +33 New
CAL
435
Capital Advisors Ltd
Ohio
$1K -$345 -10 -24%
HFM
436
Harvest Fund Management
China
$1K – – –
PMAM
437
Picton Mahoney Asset Management
Ontario, Canada
$944 – – –
FNWA
438
Financial Network Wealth Advisors
Utah
$914 – – –
CFB
439
Cullen/Frost Bankers
Texas
$822 – – –
QWM
440
Quaker Wealth Management
New Jersey
$731 +$655 +19 +380%
WA
441
WPG Advisers
Maryland
$670 -$690 -20 -48%
NA
442
NewEdge Advisors
Louisiana
$670 – – –
CIAM
443
Caitong International Asset Management
Hong Kong
$670 +$759 +22 New
DPW
444
DiNuzzo Private Wealth
Pennsylvania
$640 -$69 -2 -9%
CFM
445
Cornerstone Financial Management
Massachusetts
$579 – – –
AA
446
Addison Advisors
Vermont
$518 +$586 +17 New
UFF
447
USA Financial Formulas
Michigan
$487 +$138 +4 +33%
LSA
448
Leonteq Securities AG
Switzerland
$426 -$47.2K -1,368 -99%
WPA
449
Wealth Preservation Advisors
Tennessee
$365 +$414 +12 New
AGWCA
450
Annis Gardner Whiting Capital Advisors
Florida
$335 -$3.1K -90 -89%
16 17
18
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