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EXL Service

Name Holding Trade Value Shares
Change
Change in
Stake
RWM
451
Rialto Wealth Management
New York
$510 +$123 +3 +33%
BHWM
452
Bay Harbor Wealth Management
Maryland
$509 +$164 +4 +50%
UFF
453
USA Financial Formulas
Michigan
$509 +$491 +12 New
LFG
454
Larson Financial Group
Missouri
$467
HIA
455
HFM Investment Advisors
New Jersey
$382 +$41 +1 +13%
SWM
456
SHP Wealth Management
Massachusetts
$340 +$327 +8 New
QWM
457
Quaker Wealth Management
New Jersey
$213 +$204 +5 New
RS
458
Rakuten Securities
Japan
$212
DF
459
Dunhill Financial
United Kingdom
$150 +$164 +4 New
MCM
460
MV Capital Management
Maryland
$128
TWC
461
TD Waterhouse Canada
Ontario, Canada
$127 +$82 +2 +200%
RF
462
Rossby Financial
Florida
$127 +$123 +3 New
CPG
463
Cornerstone Planning Group
New Jersey
$119 +$123 +3 New
HFS
464
Hughes Financial Services
Virginia
$85 +$82 +2 New
CWP
465
Concord Wealth Partners
Virginia
$42
Toronto Dominion Bank
466
Toronto Dominion Bank
Ontario, Canada
$30 +$41 +1 New
Macquarie Group
467
Macquarie Group
Australia
-$109M -2,475,803 Closed
AG
468
Atairos Group
Pennsylvania
-$68.3M -1,551,970 Closed
Massachusetts Financial Services
469
Massachusetts Financial Services
Massachusetts
-$27.5M -625,081 Closed
Arrowstreet Capital
470
Arrowstreet Capital
Massachusetts
-$9.31M -211,412 Closed
JAM
471
Jupiter Asset Management
United Kingdom
-$9.04M -205,347 Closed
OAM
472
Oberweis Asset Management
Illinois
-$8.56M -194,400 Closed
SPS
473
Susquehanna Portfolio Strategies
Pennsylvania
-$7.86M -178,606 Closed
Balyasny Asset Management
474
Balyasny Asset Management
Illinois
-$6.85M -155,612 Closed
NA
475
Navellier & Associates
Nevada
-$4.78M -108,649 Closed