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SEI Investments

Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
476
Lido Advisors
California
-$296K -4,921 Closed
CCM
477
CTC Capital Management
Illinois
-$278K -4,621 Closed
CAM
478
Congress Asset Management
Massachusetts
-$268K -4,443 Closed
XT
479
XTX Topco
Cayman Islands
-$267K -4,428 Closed
CWM
480
Congress Wealth Management
Massachusetts
-$237K -3,943 Closed
BF
481
BOK Financial
Oklahoma
-$214K -3,560 Closed
SO
482
STRS Ohio
Ohio
-$83K -1,381 Closed
RIM
483
Rockbridge Investment Management
New York
-$40.6K -663 Closed
FAG
484
Fortitude Advisory Group
Washington
-$39K -647 Closed
SSB
485
Sandy Spring Bank
Maryland
-$25K -410 Closed
SLWA
486
San Luis Wealth Advisors
California
-$22K -357 Closed
GAM
487
Gemmer Asset Management
California
-$12K -204 Closed
Koshinski Asset Management
488
Koshinski Asset Management
Illinois
-$11.4K -189 Closed
CFO
489
CVA Family Office
Colorado
-$5K -75 Closed
ADL
490
Asset Dedication LLC
California
-$4K -63 Closed
CI
491
Cordant Inc
Oregon
-$3K -51 Closed
PFS
492
Prospera Financial Services
Texas
-$2K -40 Closed
MCM
493
Manchester Capital Management
Vermont
-$1K -23 Closed
CFB
494
Cullen/Frost Bankers
Texas
-$1K -18 Closed
PFBT
495
Parkside Financial Bank & Trust
Missouri
-$957 -17 -81%
BBPWM
496
Blue Bell Private Wealth Management
Pennsylvania
-$1K -11 Closed
FMP
497
Financial Management Professionals
Texas
-$563 -10 -83%
EI
498
Ellevest Inc
New York
+$338 +6 New