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SEI Investments

Name Holding Trade Value Shares
Change
Change in
Stake
IA
451
IFP Advisors
Florida
$52.7K -$12.6K -161 -23%
MFG
452
Mendota Financial Group
Wisconsin
$52.1K -$65.6K -836 -57%
WT
453
Whittier Trust
California
$51.1K – – –
CFGS
454
Concourse Financial Group Securities
Alabama
$50.7K +$47.2K +602 New
HBW
455
Hazlett, Burt & Watson
West Virginia
$49K – – –
CTC
456
Central Trust Company
Missouri
$48K -$863 -11 -2%
FHA
457
First Horizon Advisors
Tennessee
$47.7K +$9.18K +117 +25%
LS
458
Livforsakringsbolaget Skandia
Sweden
$45.9K – – –
ST
459
Smithfield Trust
Pennsylvania
$44K – – –
W
460
WealthCollab
Washington
$43.5K – – –
WTA
461
Washington Trust Advisors
Massachusetts
$42.8K -$549 -7 -1%
MCM
462
MAI Capital Management
Ohio
$41.5K +$39.5K +503 New
FFA
463
Fairfield Financial Advisors
Massachusetts
$38.4K – – –
AF
464
Allworth Financial
California
$38.1K +$12.4K +158 +54%
DFA
465
DHJJ Financial Advisors
Illinois
$36.7K – – –
SAM
466
Smartleaf Asset Management
Massachusetts
$36.3K +$4.79K +61 +16%
MWA
467
Medallion Wealth Advisors
Connecticut
$33K +$31.4K +400 New
CBT
468
CoreFirst Bank & Trust
Kansas
$30.8K – – –
GWM
469
Geneos Wealth Management
Colorado
$27.4K – – –
SIC
470
SJS Investment Consulting
Ohio
$26.9K -$235 -3 -0.9%
ADL
471
Asset Dedication LLC
California
$26.4K – – –
MG
472
Mather Group
Illinois
$25.8K – – –
QC
473
Quent Capital
New York
$25.5K – – –
HPC
474
HM Payson & Co
Maine
$24.7K – – –
AA
475
Addison Advisors
Vermont
$20.7K +$1.25K +16 +7%