We are live on ! Find out more
SEIC icon

SEI Investments
SEIC

Name Holding Trade Value Shares
Change 		Change in
Stake
FMII
501
Farmers & Merchants Investments Inc
Nebraska
$7.19K -$349 -4 -5%
IAS
502
IMA Advisory Services
Colorado
$7.11K +$2.35K +27 +50%
CHC
503
City Holding Co
West Virginia
$7.1K +$7.07K +81 New
EP
504
Essential Partners
California
$6.58K +$6.54K +75 New
APFP
505
Action Point Financial Planning
Michigan
$6.14K +$6.19K +71 New
AW
506
Avion Wealth
Texas
$6K +$523 +6 +10%
HFS
507
Horizon Financial Services
North Carolina
$5.35K +$5.32K +61 New
PPC
508
Park Place Capital
Alabama
$5.26K +$5.23K +60 New
AA
509
Addison Advisors
Vermont
$5.09K -$37.5K -430 -88%
PWMG
510
Private Wealth Management Group
New Jersey
$5K – – –
TC
511
Truvestments Capital
Florida
$4.65K – – –
TPCW
512
TD Private Client Wealth
New York
$4.56K +$4.54K +52 New
AS
513
Altshuler Shaham
Israel
$4.3K -$174 -2 -4%
BWA
514
Basecamp Wealth Advisors
Washington
$3.86K – – –
QL
515
Quarry LP
New York
$3.77K +$3.75K +43 New
WPA
516
West Paces Advisors
Georgia
$3.68K +$3.66K +42 New
BFS
517
Bare Financial Services
Pennsylvania
$3.6K -$1.13K -13 -24%
DWM
518
Dogwood Wealth Management
Kansas
$3.42K +$3.23K +37 +1,850%
GWM
519
Geneos Wealth Management
Colorado
$3.25K – – –
CCMI
520
Creative Capital Management Investments
California
$3.16K +$3.14K +36 New
NWM
521
Navigoe Wealth Management
California
$3K +$698 +8 +26%
CT
522
Colonial Trust
South Carolina
$2.99K – – –
NRG
523
Nemes Rush Group
Michigan
$2.98K – – –
MIM
524
Marshall Investment Management
Colorado
$2.89K +$2.88K +33 New
JFA
525
JNBA Financial Advisors
Minnesota
$2.81K – – –
19 20
21
22 23