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SEI Investments

Name Holding Trade Value Shares
Change
Change in
Stake
PAG
351
Private Advisor Group
New Jersey
$334K +$1.07K +13 +0.3%
FTWA
352
Fifth Third Wealth Advisors
Ohio
$323K -$4.36K -53 -1%
SPIA
353
Steward Partners Investment Advisory
New York
$318K +$34.3K +417 +11%
OWCM
354
One Wealth Capital Management
Arizona
$318K +$286K +3,474 New
CPIG
355
Chicago Partners Investment Group
Illinois
$317K +$308K +3,740 New
EI
356
Ethic Inc
New York
$317K +$27.3K +332 +9%
COFSG
357
Carbahal Olsen Financial Services Group
California
$314K
SC
358
Syon Capital
California
$311K +$82.8K +1,006 +34%
CIA
359
Citadel Investment Advisory
Ohio
$305K -$4.12K -50 -1%
QCM
360
QRG Capital Management
Illinois
$304K +$42.9K +521 +16%
CIBC Asset Management
361
CIBC Asset Management
Ontario, Canada
$299K
LWL
362
Leo Wealth LLC
Texas
$295K +$34.9K +424 +13%
Blackstone Inc
363
Blackstone Inc
New York
$294K +$309K +3,753 New
SW
364
Simplicity Wealth
New Jersey
$290K +$71.6K +870 +31%
WIA
365
World Investment Advisors
California
$289K +$25.6K +311 +9%
CJ
366
Caitlin John
Michigan
$288K -$187K -2,275 -38%
DWM
367
Dakota Wealth Management
Florida
$287K -$16.6K -201 -5%
Capstone Investment Advisors
368
Capstone Investment Advisors
New York
$279K +$292K +3,551 New
EWA
369
EverSource Wealth Advisors
Alabama
$278K +$82K +996 +39%
CCA
370
Cadent Capital Advisors
Oklahoma
$269K
GT
371
Greenleaf Trust
Michigan
$269K +$282K +3,422 New
HR
372
Hardy Reed
Mississippi
$267K +$8.15K +99 +3%
CIG
373
Cullen Investment Group
Louisiana
$265K +$1.56K +19 +0.6%
VAS
374
Vestmark Advisory Solutions
Massachusetts
$262K -$121K -1,465 -30%
KAS
375
Kestra Advisory Services
Texas
$260K -$86.9K -1,055 -24%