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EXL Service
EXLS

Name Holding Trade Value Shares
Change 		Change in
Stake
RFP
501
Root Financial Partners
California
– -$10.3K -338 Closed
AWA
502
Acumen Wealth Advisors
Tennessee
– -$7.67K -252 Closed
AWM
503
Activest Wealth Management
Florida
– -$4.01K -136 Closed
JSAM
504
J. Safra Asset Management
New York
– -$3.32K -109 Closed
BF
505
BOK Financial
Oklahoma
– -$3.26K -107 Closed
PWA
506
Physician Wealth Advisors
Utah
– -$2.44K -80 Closed
S
507
Sachetta
Massachusetts
– -$2.38K -78 Closed
WOSD
508
WFA of San Diego
California
– -$1.89K -62 Closed
FPF
509
First Pacific Financial
Washington
– -$1.77K -58 Closed
SC
510
SouthState Corp
Florida
– -$1.1K -36 Closed
AA
511
Ancora Advisors
Ohio
– -$1.03K -34 Closed
CAL
512
Capital Advisors Ltd
Ohio
– -$1K -32 Closed
HFM
513
Harvest Fund Management
China
– -$1K -19 Closed
AA
514
Addison Advisors
Vermont
– -$518 -17 Closed
WPA
515
Wealth Preservation Advisors
Tennessee
– -$365 -12 Closed
AGWCA
516
Annis Gardner Whiting Capital Advisors
Florida
– -$335 -11 Closed
ACA
517
American Capital Advisory
Idaho
– -$275 -9 Closed
DF
518
Dunhill Financial
United Kingdom
– -$107 -3 Closed
TWC
519
TD Waterhouse Canada
Ontario, Canada
– -$91 -3 Closed
CW
520
Curio Wealth
Maryland
– -$61 -2 Closed
VWM
521
Vermillion Wealth Management
Minnesota
– -$61 -2 Closed
NWM
522
Navigoe Wealth Management
California
– +$147 +5 New
17 18 19 20
21