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SEI Investments

Name Holding Trade Value Shares
Change
Change in
Stake
WWM
376
Willingdon Wealth Management
North Carolina
$40K -$22.3K -299 -36%
OWA
377
One Wealth Advisors
California
$40K -$3.28K -44 -8%
WT
378
Whittier Trust
California
$40K – – –
CTC
379
Central Trust Company
Missouri
$36K – – –
CG
380
Cutler Group
California
$35K +$35.5K +476 New
GRP
381
Global Retirement Partners
California
$34K +$33.9K +455 New
FMII
382
Farmers & Merchants Investments Inc
Nebraska
$33K – – –
LNB
383
Ledyard National Bank
$33K – – –
AssetMark Inc
384
AssetMark Inc
California
$28K – – –
PFBT
385
Parkside Financial Bank & Trust
Missouri
$27K – – –
AC
386
Avestar Capital
New York
$22K – – –
ZB
387
Zions Bancorporation
Utah
$22K +$2.23K +30 +11%
GWM
388
Geneos Wealth Management
Colorado
$22K +$22K +295 New
PG
389
PEAK6 Group
Illinois
$22K +$22K +296 New
Carson Wealth (CWM LLC)
390
Carson Wealth (CWM LLC)
Nebraska
$21K -$14K -188 -40%
VIA
391
Vantage Investment Advisors
Pennsylvania
$21K – – –
GAM
392
Gemmer Asset Management
California
$19K – – –
PGWM
393
Parisi Gray Wealth Management
New Jersey
$19K – – –
SWP
394
Stratos Wealth Partners
Ohio
$19K – – –
CHC
395
City Holding Co
West Virginia
$18K – – –
WAP
396
Wealthcare Advisory Partners
Pennsylvania
$18K – – –
WA
397
WealthTrust-Arizona
Arizona
$17K – – –
SPIA
398
Steward Partners Investment Advisory
New York
$17K +$17K +228 New
CB
399
Community Bank
New York
$16K – – –
MFW
400
Mosaic Family Wealth
Missouri
$16K +$15.5K +208 New