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EXL Service

Name Holding Trade Value Shares
Change
Change in
Stake
GT
176
Glenmede Trust
Pennsylvania
$13K +$15.1K +1,300 New
IA
177
IFP Advisors
Florida
$12K -$1.92K -165 -13%
WA
178
WealthTrust-Arizona
Arizona
$11K
PA
179
Parallel Advisors
California
$8K
LWM
180
Liberty Wealth Management
California
$8K +$9.7K +835 New
EWM
181
Executive Wealth Management
Michigan
$7K +$7.2K +620 New
PCM
182
Prelude Capital Management
New York
$7K +$7.5K +645 New
CFA
183
Carroll Financial Associates
North Carolina
$6K
MNBTD
184
Moody National Bank Trust Division
Texas
$5K +$5.29K +455 New
RCAG
185
Rehmann Capital Advisory Group
Michigan
$4.37K +$2.38K +205 +98%
GAM
186
Gemmer Asset Management
California
$4K
ASN
187
Advisory Services Network
Georgia
$4K +$4.07K +350 New
JA
188
JOYN Advisors
Georgia
$3K -$697 -60 -17%
ST
189
Smithfield Trust
Pennsylvania
$3K
VCM
190
Versant Capital Management
Arizona
$3K
AIA
191
Alera Investment Advisors
Illinois
$2K +$1.74K +150 New
BOPW
192
Brandywine Oak Private Wealth
Pennsylvania
$2K +$2.9K +250 New
S
193
SignatureFD
Georgia
$1K
VFA
194
Valeo Financial Advisors
Indiana
$1K
CFGS
195
Concourse Financial Group Securities
Alabama
$1K +$1.74K +150 New
CWM
196
CIBC World Markets
New York
-$3.01M -227,500 Closed
OAM
197
Oxford Asset Management
United Kingdom
-$1.96M -149,115 Closed
Jacobs Levy Equity Management
198
Jacobs Levy Equity Management
New Jersey
-$870K -65,700 Closed
Holocene Advisors
199
Holocene Advisors
New York
-$704K -53,185 Closed
CGH
200
Crossmark Global Holdings
Texas
-$501K -37,865 Closed