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SEI Investments

Name Holding Trade Value Shares
Change
Change in
Stake
IFWM
401
Institute for Wealth Management
Colorado
$226K -$52.7K -604 -19%
ECM
402
Everence Capital Management
Indiana
$224K +$223K +2,558 New
MOS
403
MGO One Seven
Ohio
$223K -$698 -8 -0.3%
AFG
404
Atomi Financial Group
New York
$220K -$4.97K -57 -2%
CFP
405
Catalyst Financial Partners
Massachusetts
$218K -$193K -2,212 -47%
PCS
406
Personal CFO Solutions
New Jersey
$217K +$216K +2,472 New
KPWS
407
Kestra Private Wealth Services
Texas
$217K -$539K -6,184 -71%
IWA
408
Icon Wealth Advisors
Texas
$214K -$245K -2,806 -53%
GCM
409
Gallacher Capital Management
Colorado
$213K -$52.3K -599 -20%
RWM
410
Revisor Wealth Management
Ohio
$211K +$209K +2,401 New
HH
411
Hilltop Holdings
Texas
$208K +$207K +2,375 New
WPC
412
Wedmont Private Capital
Pennsylvania
$208K +$190K +2,174 New
AU
413
AlphaGrep UK
$205K +$204K +2,336 New
CAG
414
Csenge Advisory Group
Florida
$203K -$57K -654 -22%
PWS
415
Peterson Wealth Services
Utah
$194K +$349 +4 +0.2%
EWA
416
EverSource Wealth Advisors
Alabama
$192K -$118K -1,356 -38%
VCM
417
Versant Capital Management
Arizona
$188K +$20.8K +239 +13%
IWC
418
Integrated Wealth Concepts
Massachusetts
$187K -$616K -7,060 -77%
Northwestern Mutual Wealth Management
419
Northwestern Mutual Wealth Management
Wisconsin
$168K +$11.6K +133 +7%
HCM
420
Hollencrest Capital Management
California
$167K +$262 +3 +0.2%
VNA
421
Valley National Advisers
Pennsylvania
$149K -$86.5K -992 -37%
HCA
422
Harbor Capital Advisors
Illinois
$140K +$115K +1,322 +491%
HBT
423
Hills Bank & Trust
Iowa
$137K -$7.59K -87 -5%
CCWM
424
Cassaday & Co Wealth Management
Virginia
$134K
S
425
Sachetta
Massachusetts
$127K +$960 +11 +0.8%