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SEI Investments

Name Holding Trade Value Shares
Change
Change in
Stake
GWP
326
Gateway Wealth Partners
Wisconsin
$457K -$167K -1,911 -27%
MSRPS
327
Maryland State Retirement & Pension System
Maryland
$450K
JRPIM
328
Journey Retirement Planning & Investment Management
Idaho
$439K -$30.2K -346 -6%
PCM
329
Pavaki Capital Management
Colorado
$439K
FISPB
330
Fideuram - Intesa Sanpaolo Private Banking
$425K -$3.37M -38,616 -89%
ATPW
331
Ashton Thomas Private Wealth
Arizona
$419K -$497K -5,703 -54%
SC
332
Syon Capital
California
$415K +$66.7K +765 +19%
US Bancorp
333
US Bancorp
Minnesota
$414K -$3.07M -35,217 -88%
UB
334
UMB Bank
Missouri
$413K -$265K -3,038 -39%
SWM
335
SHP Wealth Management
Massachusetts
$400K +$523 +6 +0.1%
M&T Bank
336
M&T Bank
New York
$399K -$36.1K -414 -8%
FTWA
337
Fifth Third Wealth Advisors
Ohio
$397K +$35.8K +410 +10%
FDP
338
Financiere des Professionnels
Quebec, Canada
$392K
Commonwealth Equity Services
339
Commonwealth Equity Services
Massachusetts
$392K -$244K -2,802 -39%
Squarepoint
340
Squarepoint
New York
$392K +$389K +4,464 New
QCM
341
QRG Capital Management
Illinois
$390K +$49.7K +570 +15%
LFA
342
Legacy Financial Advisors
Kentucky
$386K -$10.1K -116 -3%
CG
343
Caprock Group
Idaho
$368K +$143K +1,642 +64%
IF
344
Intrua Financial
Texas
$364K +$361K +4,144 New
GRP
345
Global Retirement Partners
California
$352K +$350K +4,017 New
COFSG
346
Carbahal Olsen Financial Services Group
California
$351K
CIA
347
Citadel Investment Advisory
Ohio
$341K
CIBC Asset Management
348
CIBC Asset Management
Ontario, Canada
$334K
KCP
349
Kera Capital Partners
California
$334K +$332K +3,810 New
HFS
350
Hantz Financial Services
Michigan
$333K -$106K -1,218 -24%