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SEI Investments

Name Holding Trade Value Shares
Change
Change in
Stake
LFA
476
LGT Financial Advisors
Texas
$20.2K
RA
477
Rise Advisors
New York
$18.6K
VCM
478
Versant Capital Management
Arizona
$17.5K +$5.88K +75 +55%
AIM
479
Anchor Investment Management
South Carolina
$16.5K
GXJ
480
Global X Japan
Japan
$15.6K -$8.71K -111 -37%
SWM
481
Spire Wealth Management
Virginia
$15.6K +$78 +1 +0.5%
Jones Financial Companies
482
Jones Financial Companies
Missouri
$15.5K +$1.02K +13 +7%
NSIM
483
North Star Investment Management
Illinois
$14.2K
SC
484
Stephens Consulting
Michigan
$13.3K
FFA
485
Frazier Financial Advisors
Ohio
$13K
WWA
486
Wingate Wealth Advisors
Massachusetts
$12.5K +$11.9K +152 New
CCM
487
Copeland Capital Management
Pennsylvania
$11.1K +$10.6K +135 New
BCWM
488
Bartlett & Co Wealth Management
Ohio
$10.9K
WTC
489
WhitTier Trust Company
Nevada
$10.7K
CFD
490
Creative Financial Designs
Indiana
$10.5K
CA
491
Clearstead Advisors
Ohio
$9.65K -$475K -6,059 -98%
HWM
492
Hemington Wealth Management
Virginia
$9K +$2.75K +35 +44%
CJ
493
Caitlin John
Michigan
$8.98K
PWMG
494
Prestige Wealth Management Group
New Jersey
$8.71K
JWA
495
JFS Wealth Advisors
Pennsylvania
$8.41K +$392 +5 +5%
ZB
496
Zions Bancorporation
Utah
$7.92K
BIG
497
Brooklyn Investment Group
New York
$7.42K
CFO
498
CVA Family Office
Colorado
$7.18K
CFB
499
Cullen/Frost Bankers
Texas
$6.76K
KWAG
500
Kiely Wealth Advisory Group
North Carolina
$6.33K