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SEI Investments

Name Holding Trade Value Shares
Change
Change in
Stake
AT
476
Arlington Trust
Alabama
$20.5K – – –
LFA
477
LGT Financial Advisors
Texas
$20.2K – – –
RA
478
Rise Advisors
New York
$18.6K – – –
VCM
479
Versant Capital Management
Arizona
$17.5K +$5.88K +75 +55%
AIM
480
Anchor Investment Management
South Carolina
$16.5K – – –
GXJ
481
Global X Japan
Japan
$15.6K -$8.71K -111 -37%
Spire Wealth Management
482
Spire Wealth Management
Virginia
$15.6K +$78 +1 +0.5%
Jones Financial Companies
483
Jones Financial Companies
Missouri
$15.5K +$1.02K +13 +7%
NSIM
484
North Star Investment Management
Illinois
$14.2K – – –
SC
485
Stephens Consulting
Michigan
$13.3K – – –
FFA
486
Frazier Financial Advisors
Ohio
$13K – – –
WWA
487
Wingate Wealth Advisors
Massachusetts
$12.5K +$11.9K +152 New
Copeland Capital Management
488
Copeland Capital Management
Pennsylvania
$11.1K +$10.6K +135 New
Bartlett & Co Wealth Management
489
Bartlett & Co Wealth Management
Ohio
$10.9K – – –
WhitTier Trust Company
490
WhitTier Trust Company
Nevada
$10.7K – – –
CFD
491
Creative Financial Designs
Indiana
$10.5K – – –
Clearstead Advisors
492
Clearstead Advisors
Ohio
$9.65K -$475K -6,059 -98%
HWM
493
Hemington Wealth Management
Virginia
$9K +$2.75K +35 +44%
CJ
494
Caitlin John
Michigan
$8.98K – – –
PWMG
495
Prestige Wealth Management Group
New Jersey
$8.71K – – –
JWA
496
JFS Wealth Advisors
Pennsylvania
$8.41K +$392 +5 +5%
ZB
497
Zions Bancorporation
Utah
$7.92K – – –
Brooklyn Investment Group
498
Brooklyn Investment Group
New York
$7.42K – – –
CFO
499
CVA Family Office
Colorado
$7.18K – – –
Cullen/Frost Bankers
500
Cullen/Frost Bankers
Texas
$6.76K – – –