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SEI Investments

Name Holding Trade Value Shares
Change
Change in
Stake
GWM
351
Geneos Wealth Management
Colorado
$43K
BFEC
352
Benjamin F. Edwards & Company
Missouri
$42K
RE
353
RBC Europe
United Kingdom
$39.3K
CAPTRUST Financial Advisors
354
CAPTRUST Financial Advisors
North Carolina
$36K
CFB
355
Cullen/Frost Bankers
Texas
$35K +$33.7K +625 New
Acadian Asset Management
356
Acadian Asset Management
Massachusetts
$34K -$853K -15,816 -96%
WT
357
Whittier Trust
California
$30K
APA
358
American Portfolios Advisors
New York
$29.5K +$28.3K +525 New
Northwestern Mutual Wealth Management
359
Northwestern Mutual Wealth Management
Wisconsin
$29K +$2.21K +41 +9%
AIM
360
Anchor Investment Management
South Carolina
$28.1K +$27K +500 New
CAW
361
Cornerstone Advisors (Washington)
Washington
$28K +$3.83K +71 +17%
CTC
362
Central Trust Company
Missouri
$27K
Fuller & Thaler Asset Management
363
Fuller & Thaler Asset Management
California
$25K
PCP
364
Proficio Capital Partners
Massachusetts
$22K
JFGIW
365
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$21K +$20.1K +373 New
LC
366
Lindbrook Capital
California
$20K
NFG
367
Next Financial Group
Texas
$19K -$2.64K -49 -13%
BCA
368
Berman Capital Advisors
Georgia
$18K +$54 +1 +0.3%
CIA
369
CSat Investment Advisory
Michigan
$17K +$16.7K +309 New
ZB
370
Zions Bancorporation
Utah
$16K -$6.2K -115 -29%
AC
371
Avestar Capital
New York
$16K
GAM
372
Gemmer Asset Management
California
$14K
WCM
373
Whitener Capital Management
North Carolina
$14K
Carson Wealth (CWM LLC)
374
Carson Wealth (CWM LLC)
Nebraska
$12K
S
375
SignatureFD
Georgia
$12K +$971 +18 +9%