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SEI Investments

Name Holding Trade Value Shares
Change
Change in
Stake
GKIM
476
GW&K Investment Management
Massachusetts
$17K +$17K +195 New
TWD
477
True Wealth Design
Ohio
$16.8K -$8.11K -93 -33%
HI
478
Harbour Investments
Wisconsin
$15.8K -$24.6K -282 -61%
NSIM
479
North Star Investment Management
Illinois
$15.5K -$5.76K -66 -27%
FFA
480
Frazier Financial Advisors
Ohio
$13.8K
RIL
481
Rothschild Investment LLC
Illinois
$13K -$40K -459 -76%
OC
482
Oakworth Capital
Alabama
$12.7K
M
483
MOTCO
Texas
$12.7K +$12.6K +145 New
JWA
484
JFS Wealth Advisors
Pennsylvania
$12.6K +$611 +7 +5%
AIM
485
Access Investment Management
Georgia
$12.1K
BCWM
486
Bartlett & Co Wealth Management
Ohio
$11.5K
OCWP
487
Owl Creek Wealth Partners
Colorado
$11.4K +$872 +10 +8%
Kayne Anderson Rudnick Investment Management
488
Kayne Anderson Rudnick Investment Management
California
$11K +$10.9K +125 New
FFO
489
Fortitude Family Office
Arizona
$10.8K +$1.75K +20 +19%
BIA
490
Bell Investment Advisors
California
$9.56K
Mirae Asset Global ETFs Holdings
491
Mirae Asset Global ETFs Holdings
Hong Kong
$9.3K +$9.25K +106 New
CFD
492
Creative Financial Designs
Indiana
$9.21K
PWMG
493
Prestige Wealth Management Group
New Jersey
$9.21K
ECSS
494
Eurizon Capital SGR SpA
$9K
SWM
495
Spire Wealth Management
Virginia
$8.95K -$7.5K -86 -46%
TCOV
496
Trust Company of Vermont
Vermont
$8.6K +$8.55K +98 New
TF
497
Tompkins Financial
New York
$8.51K +$8.46K +97 New
RFS
498
Richardson Financial Services
Massachusetts
$8.24K -$3.14K -36 -28%
SEP
499
Signature Equity Partners
Ohio
$7.6K -$87 -1 -1%
PWA
500
Physician Wealth Advisors
Utah
$7.28K -$8.46K -97 -54%