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SEI Investments

Name Holding Trade Value Shares
Change
Change in
Stake
IA
426
IFP Advisors
Florida
$15.5K +$1.2K +18 +9%
AIM
427
Anchor Investment Management
South Carolina
$14.4K
C
428
Covestor
United Kingdom
$14K -$125K -1,888 -90%
RWA
429
Redmont Wealth Advisors
Illinois
$13.8K +$12.8K +192 New
SWM
430
Spire Wealth Management
Virginia
$13.5K
SAM
431
Smartleaf Asset Management
Massachusetts
$12.4K +$10.2K +154 +856%
NSIM
432
North Star Investment Management
Illinois
$12.3K +$66 +1 +0.6%
Jones Financial Companies
433
Jones Financial Companies
Missouri
$11.8K +$10.9K +164 New
NA
434
NewEdge Advisors
Louisiana
$11.6K -$4.98K -75 -32%
FFA
435
Frazier Financial Advisors
Ohio
$11.3K
BCWM
436
Bartlett & Co Wealth Management
Ohio
$9.42K
WTC
437
WhitTier Trust Company
Nevada
$9.35K
TIM
438
Tortoise Investment Management
New York
$9.28K +$1.93K +29 +29%
HNB
439
Huntington National Bank
Ohio
$9.13K -$2.33K -35 -22%
CFB
440
Cullen/Frost Bankers
Texas
$8.63K
CJ
441
Caitlin John
Michigan
$7.78K -$2.99K -45 -29%
PWMG
442
Prestige Wealth Management Group
New Jersey
$7.55K
CA
443
Clearstead Advisors
Ohio
$7.32K
JWA
444
JFS Wealth Advisors
Pennsylvania
$6.76K
BIA
445
Bell Investment Advisors
California
$6.26K +$996 +15 +21%
WB
446
Webster Bank
Connecticut
$5.25K +$4.85K +73 New
KWAG
447
Kiely Wealth Advisory Group
North Carolina
$5.03K
PWMG
448
Private Wealth Management Group
New Jersey
$4.53K
CFD
449
Creative Financial Designs
Indiana
$4.31K
AW
450
Avion Wealth
Texas
$4K +$1.33K +20 +74%