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SEI Investments

Name Holding Trade Value Shares
Change
Change in
Stake
CCIA
351
Campbell & Co Investment Adviser
Maryland
$217K +$221K +3,599 New
PWG
352
Portside Wealth Group
Utah
$212K +$218K +3,547 New
BIM
353
Baldwin Investment Management
Pennsylvania
$211K -$12.3K -200 -5%
O
354
Ossiam
France
$210K -$22.5K -366 -9%
LFA
355
Legacy Financial Advisors
Kentucky
$210K +$214K +3,487 New
S
356
SignatureFD
Georgia
$201K +$63.3K +1,029 +45%
CG
357
Caprock Group
Idaho
$201K +$205K +3,333 New
SOW
358
State of Wyoming
Wyoming
$176K +$861 +14 +0.5%
CMBA
359
C.M. Bidwell & Associates
Hawaii
$130K +$130K +2,121 +5,303%
IPW
360
Impact Partnership Wealth
Georgia
$129K +$131K +2,137 New
C
361
Covestor
United Kingdom
$126K +$246 +4 +0.2%
FDCDDQ
362
Federation des caisses Desjardins du Quebec
Quebec, Canada
$119K -$68.2K -1,109 -36%
HCM
363
Hollencrest Capital Management
California
$114K
HBT
364
Hills Bank & Trust
Iowa
$110K
CCA
365
Column Capital Advisors
Indiana
$109K -$4.24K -69 -4%
CI Investments Inc
366
CI Investments Inc
Ontario, Canada
$107K +$2.09K +34 +2%
BF
367
BOK Financial
Oklahoma
$104K -$9.35K -152 -7%
IWP
368
Icon Wealth Partners
Texas
$101K +$103K +1,677 New
QCG
369
Quadrant Capital Group
Ohio
$98.8K +$10.5K +170 +12%
VWM
370
Venturi Wealth Management
Texas
$91.3K -$4.12K -67 -4%
MFG
371
Mendota Financial Group
Wisconsin
$88.4K
DAC
372
Dividend Assets Capital
South Carolina
$87K -$30.7K -500 -26%
TFA
373
Toth Financial Advisory
Virginia
$83.8K
Swedbank
374
Swedbank
Sweden
$78.2K
PO
375
Private Ocean
California
$72.3K