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SEI Investments

Name Holding Trade Value Shares
Change
Change in
Stake
NDSIB
376
North Dakota State Investment Board
North Dakota
$267K +$4.54K +52 +2%
OWA
377
Outlook Wealth Advisors
Texas
$266K
Susquehanna International Group
378
Susquehanna International Group
Pennsylvania
$266K +$16.3K +187 +7%
MFGM
379
Marshall Financial Group (Maryland)
Maryland
$264K -$788K -9,031 -75%
RCWM
380
Royal Capital Wealth Management
Indiana
$263K -$17.6K -202 -6%
1C
381
111 Capital
France
$260K +$258K +2,960 New
MM
382
MQS Management
New York
$259K -$333K -3,815 -56%
HCPC
383
Hamilton Capital Partners (Canada)
$257K +$255K +2,925 New
AFW
384
Avantra Family Wealth
Pennsylvania
$250K
IA
385
IFP Advisors
Florida
$249K +$57.8K +663 +30%
CA
386
Claro Advisors
Massachusetts
$249K -$16.2K -186 -6%
EWA
387
EP Wealth Advisors
California
$249K +$247K +2,835 New
RA
388
RFG Advisory
Alabama
$242K +$6.11K +70 +3%
Bessemer Group
389
Bessemer Group
New Jersey
$242K +$8.64K +99 +4%
FRA
390
Frank Rimerman Advisors
California
$242K +$240K +2,756 New
APA
391
Astoria Portfolio Advisors
New York
$241K +$239K +2,744 New
CL
392
Choreo LLC
Illinois
$239K +$238K +2,726 New
FPH
393
Financial Planning Hawaii
Hawaii
$239K
HWM
394
HB Wealth Management
Georgia
$237K +$7.59K +87 +3%
SPIA
395
Steward Partners Investment Advisory
New York
$236K -$119K -1,368 -34%
AG
396
AlTi Global
New York
$234K +$1.48K +17 +0.6%
AC
397
AlphaCore Capital
California
$233K +$232K +2,662 New
MAS
398
Meeder Advisory Services
Ohio
$233K +$8.72K +100 +4%
TA
399
TrueWealth Advisors
Alabama
$232K
UWPG
400
Ullmann Wealth Partners Group
Florida
$227K +$226K +2,593 New