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SEI Investments

Name Holding Trade Value Shares
Change
Change in
Stake
AC
376
Avestar Capital
New York
$15K
LFA
377
Legacy Financial Advisors
Kentucky
$15K
SWM
378
SeaCrest Wealth Management
New York
$15K +$5.01K +100 +52%
PGWM
379
Parisi Gray Wealth Management
New Jersey
$14K
GAM
380
Gemmer Asset Management
California
$13K
AIA
381
Alera Investment Advisors
Illinois
$13K +$1.6K +32 +15%
WCM
382
Whitener Capital Management
North Carolina
$13K +$12.6K +252 New
Carson Wealth (CWM LLC)
383
Carson Wealth (CWM LLC)
Nebraska
$12K +$1.95K +39 +25%
KPW
384
Kore Private Wealth
New York
$12K +$5.81K +116 +96%
OWA
385
One Wealth Advisors
California
$12K +$11.7K +234 New
FMII
386
Farmers & Merchants Investments Inc
Nebraska
$11K -$11.8K -235 -54%
S
387
SignatureFD
Georgia
$11K +$4K +80 +65%
CBOA
388
Commonwealth Bank of Australia
Australia
$10K
ST
389
Smithfield Trust
Pennsylvania
$10K
SCM
390
Shelton Capital Management
Colorado
$9.24K -$438K -8,757 -95%
CHC
391
City Holding Co
West Virginia
$9K
VFA
392
Valeo Financial Advisors
Indiana
$8K
HGWM
393
Harvest Group Wealth Management
Massachusetts
$8K +$8.06K +161 New
Bessemer Group
394
Bessemer Group
New Jersey
$7K -$15.9K -318 -71%
WTC
395
WhitTier Trust Company
Nevada
$7K
PA
396
Parallel Advisors
California
$5K -$1.05K -21 -18%
FA
397
Fortis Advisors
Pennsylvania
$5K
TWA
398
TCI Wealth Advisors
Arizona
$5K
TFGT
399
TS Financial Group (TSFG)
Illinois
$5K +$4.51K +90 New
SQA
400
Simon Quick Advisors
New Jersey
$4K