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SEI Investments
SEIC

Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
451
Versant Capital Management
Arizona
$9.48K +$200 +3 +2%
BCWM
452
Bartlett & Co Wealth Management
Ohio
$9.06K – – –
WTC
453
WhitTier Trust Company
Nevada
$8.99K – – –
CFD
454
Creative Financial Designs
Indiana
$8.79K +$1.33K +20 +19%
CJ
455
Caitlin John
Michigan
$8.78K – – –
FPFS
456
First Personal Financial Services
North Carolina
$8.1K +$7.81K +117 New
PWMG
457
Prestige Wealth Management Group
New Jersey
$7.26K – – –
JWA
458
JFS Wealth Advisors
Pennsylvania
$6.71K +$200 +3 +3%
ZB
459
Zions Bancorporation
Utah
$6.64K -$6.41K -96 -50%
BIG
460
Brooklyn Investment Group
New York
$6.23K +$6.01K +90 New
FNWA
461
Financial Network Wealth Advisors
Utah
$6.23K +$1.27K +19 +27%
KWAG
462
Kiely Wealth Advisory Group
North Carolina
$6.06K – – –
CFO
463
CVA Family Office
Colorado
$6.02K -$1.14K -17 -16%
CA
464
CoreCap Advisors
Michigan
$6.02K +$5.81K +87 New
HGERS
465
Householder Group Estate & Retirement Specialist
Arizona
$6K – – –
CFB
466
Cullen/Frost Bankers
Texas
$5.67K +$3.34K +50 +156%
CPA
467
Capital Performance Advisors
California
$5.54K +$5.34K +80 New
BIC
468
Beach Investment Counsel
Pennsylvania
$5K – – –
HWM
469
Hemington Wealth Management
Virginia
$5K +$5.27K +79 New
MRCM
470
M&R Capital Management
New Jersey
$4.64K -$15K -225 -77%
LFG
471
Larson Financial Group
Missouri
$4.59K +$3.74K +56 +560%
BIA
472
Bell Investment Advisors
California
$4.36K -$601 -9 -13%
PWMG
473
Private Wealth Management Group
New Jersey
$4.36K – – –
TCOV
474
Trust Company of Vermont
Vermont
$4.36K +$4.21K +63 New
TWD
475
True Wealth Design
Ohio
$3.81K -$837K -12,534 -100%
17 18
19
20 21