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SEI Investments

Name Holding Trade Value Shares
Change
Change in
Stake
ST
401
Smithfield Trust
Pennsylvania
$15K
VFA
402
Valeo Financial Advisors
Indiana
$15K
CBOA
403
Commonwealth Bank of Australia
Australia
$14K
FHA
404
First Horizon Advisors
Tennessee
$12K
VCM
405
Vigilant Capital Management
Maine
$12K +$12.1K +163 New
QCG
406
Quadrant Capital Group
Ohio
$10K
WTC
407
WhitTier Trust Company
Nevada
$10K
CAPTRUST Financial Advisors
408
CAPTRUST Financial Advisors
North Carolina
$9K +$4.92K +66 +127%
C
409
Cerebellum
California
$8K -$35.5K -476 -82%
EA
410
Edge Advisors
Georgia
$8K +$5.21K +70 +175%
TWA
411
TCI Wealth Advisors
Arizona
$7K
FA
412
Fortis Advisors
Pennsylvania
$7K +$7.45K +100 New
LFA
413
Legacy Financial Advisors
Kentucky
$6K
SQA
414
Simon Quick Advisors
New Jersey
$6K
CBT
415
Capital Bank & Trust
California
$5K
SAM
416
Shamrock Asset Management
Texas
$5K
TCOV
417
Trust Company of Vermont
Vermont
$5K
BWM
418
Baystate Wealth Management
Massachusetts
$4K
CFD
419
Creative Financial Designs
Indiana
$4K
PA
420
Parallel Advisors
California
$4K
EARNEST Partners
421
EARNEST Partners
Georgia
$3K
SWM
422
SeaCrest Wealth Management
New York
$3K
TL
423
TrueWealth LLC
Georgia
$3K
VCM
424
Versant Capital Management
Arizona
$2K
RWM
425
Raffa Wealth Management
District of Columbia
$1.27K +$1.27K +17 New