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SEI Investments

Name Holding Trade Value Shares
Change
Change in
Stake
FPH
401
Financial Planning Hawaii
Hawaii
$223K +$224K +2,720 New
MMA
402
Miracle Mile Advisors
California
$220K +$220K +2,679 New
VNA
403
Valley National Advisers
Pennsylvania
$219K -$12.8K -156 -6%
TC
404
TwinBeech Capital
New York
$219K +$219K +2,667 New
AA
405
Apriem Advisors
California
$217K
TA
406
TrueWealth Advisors
Alabama
$217K
VT
407
Vise Technologies
New York
$212K +$213K +2,590 New
AFG
408
Atomi Financial Group
New York
$211K +$15.1K +184 +8%
EWA
409
EverSource Wealth Advisors
Alabama
$209K +$71.1K +865 +52%
LNWTC
410
Laird Norton Wetherby Trust Company
Washington
$208K +$207K +2,523 New
DWT
411
Dorsey & Whitney Trust
South Dakota
$207K +$3.21K +39 +2%
SO
412
STRS Ohio
Ohio
$201K -$2.96K -36 -1%
BC
413
Bayforest Capital
United Kingdom
$164K -$239K -2,907 -59%
HCM
414
Hollencrest Capital Management
California
$156K
Northwestern Mutual Wealth Management
415
Northwestern Mutual Wealth Management
Wisconsin
$145K +$56.1K +683 +63%
PWS
416
Peterson Wealth Services
Utah
$144K -$264K -3,217 -65%
FFA
417
Farther Finance Advisors
California
$140K +$13.2K +161 +10%
HBT
418
Hills Bank & Trust
Iowa
$135K
C
419
Covestor
United Kingdom
$126K -$16.4K -199 -12%
S
420
Sachetta
Massachusetts
$119K +$2.14K +26 +2%
WSFS
421
Wilmington Savings Fund Society
Delaware
$115K
AGWCA
422
Annis Gardner Whiting Capital Advisors
Florida
$109K -$32.9K -400 -23%
CIAM
423
Caitong International Asset Management
Hong Kong
$102K +$102K +1,238 New
Fifth Third Bancorp
424
Fifth Third Bancorp
Ohio
$101K -$7.32K -89 -7%
BNP Paribas Asset Management
425
BNP Paribas Asset Management
France
$99K +$99.2K +1,207 New