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EXL Service

Name Holding Trade Value Shares
Change
Change in
Stake
CIA
501
Caerus Investment Advisors
Texas
-$261K -5,935 Closed
SWGC
502
Summit Wealth Group (Colorado)
Colorado
-$227K -5,368 Closed
BWP
503
Balboa Wealth Partners
Arizona
-$226K -5,140 Closed
CAU
504
Caxton Associates (UK)
-$210K -4,776 Closed
BRWA
505
B. Riley Wealth Advisors
Florida
-$202K -4,594 Closed
ASN
506
Advisory Services Network
Georgia
-$102K -2,324 Closed
SIC
507
Salem Investment Counselors
North Carolina
-$88.1K -2,000 Closed
Walleye Trading
508
Walleye Trading
New York
-$85K -1,930 Closed
JFGIW
509
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$71.8K -1,630 Closed
PS
510
Principal Securities
Iowa
-$64.1K -1,455 Closed
MG
511
Mather Group
Illinois
-$25K -567 Closed
RA
512
Rise Advisors
New York
-$24.8K -563 Closed
WANY
513
Wealthspire Advisors (New York)
New York
-$20.3K -460 Closed
ATC
514
Adirondack Trust Company
New York
-$16.6K -377 Closed
CIAM
515
Caitong International Asset Management
Hong Kong
-$14K -319 Closed
CI Investments Inc
516
CI Investments Inc
Ontario, Canada
-$11K -259 Closed
MSWA
517
Marshall & Sterling Wealth Advisors
New York
-$4.93K -112 Closed
JWM
518
JPL Wealth Management
Colorado
-$2.42K -55 Closed
AT
519
Arlington Trust
Alabama
-$1.54K -35 Closed
TPBG
520
Turning Point Benefit Group
Maryland
-$1.27K -29 Closed
CCM
521
Cloud Capital Management
Washington
-$1K -26 Closed
PWA
522
Physician Wealth Advisors
Utah
-$705 -16 Closed
Twin Tree Management
523
Twin Tree Management
Texas
-$484 -11 Closed
TIM
524
Tortoise Investment Management
New York
-$44 -1 Closed