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SEI Investments

Name Holding Trade Value Shares
Change
Change in
Stake
RFG Advisory
401
RFG Advisory
Alabama
$211K +$222K +2,693 New
VNA
402
Valley National Advisers
Pennsylvania
$210K +$659 +8 +0.3%
Bessemer Group
403
Bessemer Group
New Jersey
$208K -$20.8K -252 -9%
AlTi Global
404
AlTi Global
New York
$208K +$218K +2,648 New
TA
405
TrueWealth Advisors
Alabama
$207K – – –
HB Wealth Management
406
HB Wealth Management
Georgia
$205K +$215K +2,610 New
AR
407
Altar Rock
New York
$204K +$214K +2,603 New
Atomi Financial Group
408
Atomi Financial Group
New York
$201K -$576 -7 -0.3%
MAS
409
Meeder Advisory Services
Ohio
$201K -$13.8K -168 -6%
Caprock Group
410
Caprock Group
Idaho
$200K +$210K +2,554 New
MGO One Seven
411
MGO One Seven
Ohio
$200K +$210K +2,554 New
DWT
412
Dorsey & Whitney Trust
South Dakota
$200K +$2.39K +29 +1%
STRS Ohio
413
STRS Ohio
Ohio
$192K -$329 -4 -0.2%
Farther Finance Advisors
414
Farther Finance Advisors
California
$179K +$48.7K +591 +35%
PWS
415
Peterson Wealth Services
Utah
$174K +$37.9K +460 +26%
IFP Advisors
416
IFP Advisors
Florida
$171K -$205K -2,488 -53%
HCM
417
Hollencrest Capital Management
California
$149K +$329 +4 +0.2%
VCM
418
Versant Capital Management
Arizona
$149K +$117K +1,425 +300%
Northwestern Mutual Wealth Management
419
Northwestern Mutual Wealth Management
Wisconsin
$140K +$1.48K +18 +1%
Hills Bank & Trust
420
Hills Bank & Trust
Iowa
$129K – – –
Cassaday & Co Wealth Management
421
Cassaday & Co Wealth Management
Virginia
$120K +$125K +1,524 New
Allworth Financial
422
Allworth Financial
California
$116K +$44.1K +535 +57%
BNP Paribas Asset Management
423
BNP Paribas Asset Management
France
$116K +$21.9K +266 +22%
S
424
Sachetta
Massachusetts
$113K -$1.48K -18 -1%
Wilmington Savings Fund Society
425
Wilmington Savings Fund Society
Delaware
$110K – – –