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SEI Investments

Name Holding Trade Value Shares
Change
Change in
Stake
EW
401
Evoke Wealth
California
$5.98K +$5.84K +101 New
SQA
402
Simon Quick Advisors
New Jersey
$5K
TFGT
403
TS Financial Group (TSFG)
Illinois
$5K
BL
404
Balentine LLC
Georgia
$4K
PW
405
Price Wealth
Texas
$4K
SPIA
406
Steward Partners Investment Advisory
New York
$4K
CI
407
CX Institutional
Indiana
$3K -$2.2K -38 -43%
QCG
408
Quadrant Capital Group
Ohio
$3K
TL
409
TrueWealth LLC
Georgia
$3K
BWM
410
Baystate Wealth Management
Massachusetts
$3K +$58 +1 +2%
BWM
411
BerganKDV Wealth Management
Minnesota
$2K
EARNEST Partners
412
EARNEST Partners
Georgia
$2K
GC
413
Globeflex Capital
California
$2K
WWM
414
Willingdon Wealth Management
North Carolina
$2K +$1.62K +28 New
RWM
415
Raffa Wealth Management
District of Columbia
$1.01K +$983 +17 New
VCM
416
Versant Capital Management
Arizona
$1K
BC
417
Barnett & Company
Tennessee
$1K +$983 +17 New
EI
418
Ellevest Inc
New York
$1K +$1.45K +25 New
GEA
419
Glen Eagle Advisors
New Jersey
$356
USAA
420
United Services Automobile Association
Texas
-$41.9M -746,211 Closed
Canada Life
421
Canada Life
Manitoba, Canada
-$9.26M -165,042 Closed
PFMOSF
422
Philadelphia Financial Management of San Francisco
California
-$6.44M -114,824 Closed
N
423
Natixis
France
-$6.15M -109,645 Closed
Assenagon Asset Management
424
Assenagon Asset Management
Luxembourg
-$3.09M -55,039 Closed
GPC
425
Glacier Peak Capital
Washington
-$2.59M -46,195 Closed