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SEI Investments

Name Holding Trade Value Shares
Change
Change in
Stake
MAS
401
Meeder Advisory Services
Ohio
$260K -$2.66K -33 -1%
LWL
402
Leo Wealth LLC
Texas
$259K +$8.38K +104 +4%
DS
403
DRW Securities
Illinois
$258K +$232K +2,875 New
JWCA
404
J.W. Cole Advisors
Florida
$256K +$230K +2,851 New
AFW
405
Avantra Family Wealth
Pennsylvania
$256K
SC
406
Syon Capital
California
$255K +$229K +2,840 New
CW
407
CreativeOne Wealth
Kansas
$255K -$106K -1,313 -32%
S
408
SignatureFD
Georgia
$253K +$4.43K +55 +2%
IWA
409
Icon Wealth Advisors
Texas
$252K +$32.6K +405 +17%
ECM
410
Everence Capital Management
Indiana
$245K +$220K +2,730 New
FFM
411
Forum Financial Management
Illinois
$241K +$161 +2 +0.1%
AA
412
Apriem Advisors
California
$238K +$213K +2,648 New
TA
413
TrueWealth Advisors
Alabama
$237K
HH
414
Hilltop Holdings
Texas
$233K -$15.1K -187 -7%
P
415
Pitcairn
Pennsylvania
$229K -$53.2K -660 -21%
CL
416
Choreo LLC
Illinois
$225K +$201K +2,500 New
DWT
417
Dorsey & Whitney Trust
South Dakota
$224K +$201K +2,497 New
JWCA
418
J.W. Coons Advisors
Ohio
$218K +$196K +2,430 New
SRL
419
Scientech Research LLC
New Jersey
$216K +$193K +2,399 New
QCM
420
QRG Capital Management
Illinois
$211K +$189K +2,349 New
Koshinski Asset Management
421
Koshinski Asset Management
Illinois
$211K +$189K +2,346 New
EWA
422
EP Wealth Advisors
California
$210K +$188K +2,336 New
HAG
423
HighPoint Advisor Group
Illinois
$208K +$186K +2,313 New
TRCT
424
Tower Research Capital (TRC)
New York
$207K -$200K -2,478 -52%
PFWA
425
Paces Ferry Wealth Advisors
Georgia
$207K +$185K +2,300 New