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EXL Service

Name Holding Trade Value Shares
Change
Change in
Stake
FFM
526
Forum Financial Management
Illinois
-$212K -4,995 Closed
HFO
527
Heritage Family Offices
Arizona
-$212K -4,995 Closed
AC
528
Aristides Capital
Kentucky
-$209K -4,920 Closed
MCM
529
Manchester Capital Management
Vermont
-$206K -4,855 Closed
KAS
530
Kestra Advisory Services
Texas
-$145K -3,406 Closed
QL
531
Quarry LP
New York
-$143K -3,380 Closed
SAG
532
SageView Advisory Group
California
-$83.7K -1,973 Closed
WT
533
Whittier Trust
California
-$40.3K -951 Closed
SA
534
Strategic Advocates
Utah
-$28K -656 Closed
OCM
535
Osterweis Capital Management
California
-$23.3K -550 Closed
MPW
536
MASECO Private Wealth
-$19.4K -456 Closed
Simplex Trading
537
Simplex Trading
Illinois
-$5.35K -155 Closed
SPIA
538
Steward Partners Investment Advisory
New York
-$3.27K -77 Closed
T. Rowe Price Investment Management
539
T. Rowe Price Investment Management
Maryland
-$4K -75 Closed
CA
540
Crewe Advisors
Utah
-$1.49K -35 Closed
FFO
541
Fortitude Family Office
Arizona
-$1.32K -31 Closed
CH
542
Cromwell Holdings
Wyoming
-$1.19K -28 Closed
GWM
543
Greenline Wealth Management
Florida
-$1.08K -26 Closed
FHA
544
Flagship Harbor Advisors
Massachusetts
-$849 -20 Closed
EW
545
Elyxium Wealth
California
-$721 -17 Closed
SWM
546
Spire Wealth Management
Virginia
-$590 -14 Closed
OC
547
Optima Capital
Oregon
-$552 -13 Closed
CWP
548
Concord Wealth Partners
Virginia
-$42 -1 Closed
Toronto Dominion Bank
549
Toronto Dominion Bank
Ontario, Canada
-$30 -1 Closed