We are live on ! Find out more
SEIC icon

SEI Investments

Name Holding Trade Value Shares
Change
Change in
Stake
KAS
351
Kestra Advisory Services
Texas
$351K +$14.9K +168 +4%
CFB
352
Cullen/Frost Bankers
Texas
$340K
COFSG
353
Carbahal Olsen Financial Services Group
California
$339K
WA
354
WBH Advisory
Maryland
$339K
AWA
355
Aaron Wealth Advisors
Illinois
$339K +$355K +3,999 New
CI Investments Inc
356
CI Investments Inc
Ontario, Canada
$335K -$41.3K -465 -11%
CIA
357
Citadel Investment Advisory
Ohio
$334K
LA
358
Lindenwold Advisors
Pennsylvania
$333K +$3.38K +38 +1%
CIG
359
Cullen Investment Group
Louisiana
$333K
PAG
360
Private Advisor Group
New Jersey
$330K +$27.5K +309 +9%
KIM
361
Kestra Investment Management
Texas
$326K -$25.3K -285 -7%
BHCM
362
Brevan Howard Capital Management
Jersey
$310K -$913K -10,276 -74%
SC
363
SummitTX Capital
Texas
$304K -$2.24M -25,214 -88%
CCA
364
Cadent Capital Advisors
Oklahoma
$301K -$116K -1,310 -27%
BAM
365
Blueshift Asset Management
New Jersey
$300K +$314K +3,530 New
JWCA
366
J.W. Cole Advisors
Florida
$294K +$54.6K +614 +22%
MCM
367
MAI Capital Management
Ohio
$294K +$257K +2,889 +503%
FDP
368
Financiere des Professionnels
Quebec, Canada
$293K +$110K +1,240 +56%
SCM
369
Shelton Capital Management
Colorado
$291K
IFWM
370
Institute for Wealth Management
Colorado
$285K +$33.8K +380 +13%
MPI
371
Mairs & Power Inc
Minnesota
$280K
AUB
372
Atlantic Union Bankshares
Virginia
$280K +$293K +3,300 New
HR
373
Hardy Reed
Mississippi
$279K
LAM
374
Longboard Asset Management
Arizona
$277K
RCWM
375
Royal Capital Wealth Management
Indiana
$272K