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SEI Investments

Name Holding Trade Value Shares
Change
Change in
Stake
WTA
451
Washington Trust Advisors
Massachusetts
$39.9K -$412 -5 -1%
QC
452
Quent Capital
New York
$38.5K +$15.8K +192 +64%
AA
453
Addison Advisors
Vermont
$38.3K -$1.24K -15 -3%
RFP
454
Root Financial Partners
California
$38.2K +$11.6K +141 +41%
Central Trust Company
455
Central Trust Company
Missouri
$37.7K -$6.26K -76 -14%
Harbour Investments
456
Harbour Investments
Wisconsin
$36.3K +$34.8K +423 +1,085%
TFA
457
Toth Financial Advisory
Virginia
$33K – – –
CB
458
Community Bank
New York
$32.6K – – –
MWA
459
Medallion Wealth Advisors
Connecticut
$31.4K – – –
HIA
460
Harbor Investment Advisory
Maryland
$31.3K -$29.3K -356 -47%
Nomura Asset Management
461
Nomura Asset Management
Japan
$30.6K – – –
Whittier Trust
462
Whittier Trust
California
$29.6K -$19K -231 -37%
CBT
463
CoreFirst Bank & Trust
Kansas
$29.3K – – –
CX Institutional
464
CX Institutional
Indiana
$29K +$30.3K +368 New
VSQM
465
V-Square Quantitative Management
Illinois
$25.2K +$4.61K +56 +21%
ADL
466
Asset Dedication LLC
California
$25.1K – – –
FNWA
467
Financial Network Wealth Advisors
Utah
$24.2K +$12.9K +157 +103%
Smartleaf Asset Management
468
Smartleaf Asset Management
Massachusetts
$24.2K -$165 -2 -0.6%
HM Payson & Co
469
HM Payson & Co
Maine
$23.5K – – –
TWD
470
True Wealth Design
Ohio
$22.3K +$21.7K +264 +1,320%
CFO
471
CVA Family Office
Colorado
$21.3K +$14.7K +178 +189%
PWPS
472
Pinnacle Wealth Planning Services
Ohio
$21.1K -$2.39K -29 -10%
HCA
473
Harbor Capital Advisors
Illinois
$21K -$4.04K -49 -15%
Mather Group
474
Mather Group
Illinois
$20.6K +$21.6K +262 New
AT
475
Arlington Trust
Alabama
$19.5K – – –