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SEI Investments

Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
401
Parkside Financial Bank & Trust
Missouri
$5K +$211 +4 +5%
AWA
402
Arkadios Wealth Advisors
Georgia
$4.12K
TFGT
403
TS Financial Group (TSFG)
Illinois
$4K -$581 -11 -12%
CFA
404
Carroll Financial Associates
North Carolina
$4K
LC
405
Lindbrook Capital
California
$4K
NFG
406
Next Financial Group
Texas
$4K +$4.28K +81 New
TPCW
407
TD Private Client Wealth
New York
$3.15K
BWM
408
Baystate Wealth Management
Massachusetts
$3K
CFD
409
Creative Financial Designs
Indiana
$3K
EW
410
Evoke Wealth
California
$3K
NNP
411
Nachman Norwood & Parrott
South Carolina
$3K +$3.22K +61 New
JWM
412
Janiczek Wealth Management
Colorado
$3K +$3.28K +62 New
FCH
413
Freestone Capital Holdings
Washington
$2.74K +$2.85K +54 New
EARNEST Partners
414
EARNEST Partners
Georgia
$2K
GC
415
Globeflex Capital
California
$2K
HGWM
416
Harvest Group Wealth Management
Massachusetts
$2K
TWA
417
TCI Wealth Advisors
Arizona
$2K
CA
418
Crewe Advisors
Utah
$2K +$2.06K +39 New
FHC
419
First Horizon Corporation
Tennessee
$2K +$2.75K +52 New
EFSCE
420
Enterprise Financial Services Corp (EFSC)
Missouri
$1K
GWS
421
Glassman Wealth Services
Virginia
$1K
VCM
422
Versant Capital Management
Arizona
$1K
PCIA
423
Prime Capital Investment Advisors
Kansas
$1K +$528 +10 New
1832 Asset Management
424
1832 Asset Management
Ontario, Canada
$1K +$845 +16 New
OSAM
425
O'Shaughnessy Asset Management
Connecticut
$1K +$898 +17 New