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SEI Investments

Name Holding Trade Value Shares
Change
Change in
Stake
HP
401
Haven Private
Florida
$223K -$264K -3,283 -53%
M&T Bank
402
M&T Bank
New York
$223K -$150K -1,860 -39%
GCM
403
Gallacher Capital Management
Colorado
$223K +$231K +2,871 New
AFW
404
Avantra Family Wealth
Pennsylvania
$221K
WA
405
Waverly Advisors
Alabama
$219K +$227K +2,825 New
HH
406
Hilltop Holdings
Texas
$216K -$402 -5 -0.2%
LWL
407
Leo Wealth LLC
Texas
$216K +$804 +10 +0.4%
AIM
408
Aigen Investment Management
New York
$216K +$224K +2,781 New
S
409
SignatureFD
Georgia
$214K -$4.66K -58 -2%
KPWS
410
Kestra Private Wealth Services
Texas
$213K +$1.37K +17 +0.6%
TMAM
411
Tokio Marine Asset Management
Japan
$208K +$16.1K +200 +8%
FFM
412
Forum Financial Management
Illinois
$208K +$215K +2,677 New
Janney Montgomery Scott
413
Janney Montgomery Scott
Pennsylvania
$206K +$213K +2,654 New
TA
414
TrueWealth Advisors
Alabama
$205K
GWA
415
GGM Wealth Advisors
Maryland
$202K
Baird Financial Group
416
Baird Financial Group
Wisconsin
$201K +$208K +2,589 New
IWA
417
Icon Wealth Advisors
Texas
$186K +$13.8K +172 +8%
IA
418
IFP Advisors
Florida
$158K +$112K +1,394 +257%
C
419
Covestor
United Kingdom
$151K -$15.4K -191 -9%
WSFS
420
Wilmington Savings Fund Society
Delaware
$147K +$9.81K +122 +7%
HCM
421
Hollencrest Capital Management
California
$147K
IGAM
422
iA Global Asset Management
Quebec, Canada
$142K +$16.2K +202 +12%
GC
423
Globeflex Capital
California
$140K
CCM
424
Coldstream Capital Management
Washington
$136K +$141K +1,748 New
HBT
425
Hills Bank & Trust
Iowa
$133K