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EXL Service

Name Holding Trade Value Shares
Change
Change in
Stake
SEI Investments
151
SEI Investments
Pennsylvania
$220K -$165K -14,455 -43%
PCA
152
Personal Capital Advisors
California
$216K
RCM
153
Riverhead Capital Management
Delaware
$201K
TAM
154
Tyers Asset Management
Texas
$181K -$51.1K -4,480 -22%
AIP
155
Ameritas Investment Partners
Nebraska
$159K
Zurich Cantonal Bank
156
Zurich Cantonal Bank
Switzerland
$140K
LIA
157
LS Investment Advisors
Michigan
$139K +$2.51K +220 +2%
FMT
158
First Mercantile Trust
Tennessee
$121K +$5.7K +500 +5%
BNP Paribas Financial Markets
159
BNP Paribas Financial Markets
France
$110K -$503K -44,085 -82%
AIM
160
Assured Investment Management
New York
$74K -$73.4K -6,435 -50%
FL
161
Fort LP
Maryland
$69K +$69.2K +6,070 New
FHA
162
First Horizon Advisors
Tennessee
$68K
Fifth Third Bancorp
163
Fifth Third Bancorp
Ohio
$64K
MYIA
164
Mount Yale Investment Advisors
Colorado
$60K +$8.27K +725 +16%
PFBT
165
Parkside Financial Bank & Trust
Missouri
$54K +$1.2K +105 +2%
Ohio Public Employees Retirement System (OPERS)
166
Ohio Public Employees Retirement System (OPERS)
Ohio
$50K +$3.88K +340 +8%
LTFS
167
Ladenburg Thalmann Financial Services
Florida
$49K
IDBONY
168
Israel Discount Bank of New York
New York
$37K
AssetMark Inc
169
AssetMark Inc
California
$36K
PCG
170
Private Capital Group
Connecticut
$36K +$26.3K +2,310 +257%
Nisa Investment Advisors
171
Nisa Investment Advisors
Missouri
$35K +$22.8K +2,000 +182%
IWP
172
Icon Wealth Partners
Texas
$29K +$29.2K +2,565 New
WAM
173
Wealthspire Advisors (Maryland)
Maryland
$25K +$21.2K +1,860 +572%
SIC
174
Salem Investment Counselors
North Carolina
$23K
SWA
175
Sutton Wealth Advisors
Florida
$18.6K