We are live on ! Find out more
EXLS icon

EXL Service

Name Holding Trade Value Shares
Change
Change in
Stake
EVM
201
Eaton Vance Management
Massachusetts
$13K +$12.5K +735 New
LWM
202
Liberty Wealth Management
California
$11K
PFBT
203
Parkside Financial Bank & Trust
Missouri
$9K -$1.71K -100 -17%
SFS
204
Sowell Financial Services
Arkansas
$8K
MAM
205
Meeder Asset Management
Ohio
$8K +$512 +30 +7%
GAM
206
Gemmer Asset Management
California
$7K
TWA
207
TCI Wealth Advisors
Arizona
$7K +$2.3K +135 +56%
SWA
208
SOA Wealth Advisors
New York
$6K
CFGS
209
Concourse Financial Group Securities
Alabama
$6K +$1.45K +85 +31%
IA
210
IFP Advisors
Florida
$5K -$6.99K -410 -59%
HNB
211
Huntington National Bank
Ohio
$5K
WAP
212
Wealthcare Advisory Partners
Pennsylvania
$5K +$4.61K +270 New
SL
213
Savior LLC
Massachusetts
$4K
PA
214
Parallel Advisors
California
$3K -$4.09K -240 -60%
APA
215
American Portfolios Advisors
New York
$2.07K +$1.96K +115 New
Simplex Trading
216
Simplex Trading
Illinois
$2K -$72.6K -4,255 -97%
ADIM
217
Alpha DNA Investment Management
Maryland
$2K
IAIM
218
International Assets Investment Management
Florida
$2K
QCG
219
Quadrant Capital Group
Ohio
$2K
TFO
220
Tarbox Family Office
California
$2K
MWP
221
Meridian Wealth Partners
Pennsylvania
$2K +$1.96K +115 New
Rockefeller Capital Management
222
Rockefeller Capital Management
New York
$2K +$1.96K +115 New
AIC
223
Ameritas Investment Company
Nebraska
$1.08K +$1.02K +60 New
OSAM
224
O'Shaughnessy Asset Management
Connecticut
$1K
RP
225
Riverbridge Partners
Minnesota
-$32.3M -1,898,575 Closed