We are live on ! Find out more
SEIC icon

SEI Investments

Name Holding Trade Value Shares
Change
Change in
Stake
TFGT
401
TS Financial Group (TSFG)
Illinois
$5K
BL
402
Balentine LLC
Georgia
$5K +$1.04K +20 +26%
PFBT
403
Parkside Financial Bank & Trust
Missouri
$5K +$4.6K +88 New
CG
404
Cutler Group
California
$5K +$5.23K +100 New
AWA
405
Arkadios Wealth Advisors
Georgia
$4.17K
CFA
406
Carroll Financial Associates
North Carolina
$4K
LC
407
Lindbrook Capital
California
$4K +$2.04K +39 +105%
TPCW
408
TD Private Client Wealth
New York
$3.41K +$3.24K +62 New
BWM
409
Baystate Wealth Management
Massachusetts
$3K
EW
410
Evoke Wealth
California
$3K
CFD
411
Creative Financial Designs
Indiana
$3K +$3.14K +60 New
TWA
412
TCI Wealth Advisors
Arizona
$2K -$3.14K -60 -59%
TL
413
TrueWealth LLC
Georgia
$2K -$784 -15 -33%
BWM
414
BerganKDV Wealth Management
Minnesota
$2K
EARNEST Partners
415
EARNEST Partners
Georgia
$2K
EI
416
Ellevest Inc
New York
$2K
GC
417
Globeflex Capital
California
$2K
HGWM
418
Harvest Group Wealth Management
Massachusetts
$2K
VFA
419
Valeo Financial Advisors
Indiana
$2K +$2.3K +44 New
VCM
420
Versant Capital Management
Arizona
$1K
GWS
421
Glassman Wealth Services
Virginia
$1K +$418 +8 +200%
EFSCE
422
Enterprise Financial Services Corp (EFSC)
Missouri
$1K +$627 +12 New
AWM
423
Apollon Wealth Management
South Carolina
$1K +$1.36K +26 New
RWM
424
Raffa Wealth Management
District of Columbia
$935
GEA
425
Glen Eagle Advisors
New Jersey
$440 +$105 +2 +33%