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SEI Investments

Name Holding Trade Value Shares
Change
Change in
Stake
TPCW
426
TD Private Client Wealth
New York
$1.9K – – –
VCM
427
Versant Capital Management
Arizona
$1.78K – – –
DI
428
Disciplined Investments
Oklahoma
$1.55K +$120 +2 +8%
SIC
429
SJS Investment Consulting
Ohio
$1.44K -$600 -10 -29%
GWS
430
Glassman Wealth Services
Virginia
$1.27K +$660 +11 +100%
MBFW
431
Morton Brown Family Wealth
Pennsylvania
$1.15K +$1.2K +20 New
FMP
432
Financial Management Professionals
Texas
$1K +$600 +10 New
RWM
433
Raffa Wealth Management
District of Columbia
$978 – – –
MPWT
434
MassMutual Private Wealth & Trust
Connecticut
$691 – – –
MFT
435
Moisand Fitzgerald Tamayo
Florida
$691 – – –
LFG
436
Larson Financial Group
Missouri
$584 – – –
TWP
437
TFO Wealth Partners
Ohio
$288 -$16K -266 -98%
Kayne Anderson Rudnick Investment Management
438
Kayne Anderson Rudnick Investment Management
California
$288 +$300 +5 New
PFBT
439
Parkside Financial Bank & Trust
Missouri
$231 – – –
TFM
440
TFC Financial Management
Massachusetts
$231 +$240 +4 New
EBA
441
Eagle Bay Advisors
New York
$15 – – –
RRAM
442
River Road Asset Management
Kentucky
– -$7.31M -125,393 Closed
OQS
443
Occudo Quantitative Strategies
Florida
– -$3.57M -61,267 Closed
CIBC Private Wealth Group
444
CIBC Private Wealth Group
Georgia
– -$2.92M -50,000 Closed
Balyasny Asset Management
445
Balyasny Asset Management
Illinois
– -$2.21M -37,849 Closed
Lido Advisors
446
Lido Advisors
California
– -$1.43M -24,499 Closed
CCIA
447
Campbell & Co Investment Adviser
Maryland
– -$1.4M -24,051 Closed
Pacer Advisors
448
Pacer Advisors
Pennsylvania
– -$1.38M -23,668 Closed
MAP
449
Moody Aldrich Partners
Massachusetts
– -$985K -16,890 Closed
WHG
450
Westwood Holdings Group
Texas
– -$774K -13,282 Closed