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SEI

Solaris Energy Infrastructure

Name Holding Trade Value Shares
Change
Change in
Stake
RIL
251
Rothschild Investment LLC
Illinois
$3.8K -$626 -20 -17%
SCM
252
Sterling Capital Management
North Carolina
$3.52K
PA
253
Parallel Advisors
California
$3.2K -$3.78K -121 -60%
VNA
254
Valley National Advisers
Pennsylvania
$3K +$3.13K +100 New
FFA
255
Frazier Financial Advisors
Ohio
$2.53K +$1.97K +63 New
PWMG
256
Private Wealth Management Group
New Jersey
$2.4K -$125 -4 -6%
AA
257
Ancora Advisors
Ohio
$2.4K +$1.88K +60 New
HCA
258
Harbor Capital Advisors
Illinois
$2K -$31 -1 -2%
CAL
259
Capital Advisors Ltd
Ohio
$2K
LWMI
260
Legacy Wealth Management (Idaho)
Idaho
$2K +$188 +6 +14%
PWA
261
Physician Wealth Advisors
Utah
$2K +$1.56K +50 New
PFBT
262
Parkside Financial Bank & Trust
Missouri
$1K -$563 -18 -42%
AW
263
Avion Wealth
Texas
$1K
FFO
264
Fortitude Family Office
Arizona
$959
FC
265
Financial Consulate
Maryland
$800 +$626 +20 New
RWM
266
Rialto Wealth Management
New York
$720
PS
267
Principal Securities
Iowa
$640 +$94 +3 +23%
MA
268
Montag & Associates
Georgia
$480 +$375 +12 New
TWD
269
True Wealth Design
Ohio
$440
HWM
270
HighMark Wealth Management
Minnesota
$401 +$313 +10 New
TPBG
271
Turning Point Benefit Group
Maryland
$211 +$156 +5 New
HAM
272
Honeycomb Asset Management
New York
-$19M -672,000 Closed
SAM
273
Scopus Asset Management
New York
-$10.7M -378,746 Closed
T. Rowe Price Investment Management
274
T. Rowe Price Investment Management
Maryland
-$9.5M -335,940 Closed
CAM
275
Congress Asset Management
Massachusetts
-$5.72M -202,041 Closed