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SEI Investments
SEIC

Name Holding Trade Value Shares
Change 		Change in
Stake
SEP
501
Signature Equity Partners
Ohio
$7.6K -$87 -1 -1%
PWA
502
Physician Wealth Advisors
Utah
$7.28K -$8.46K -97 -54%
FMII
503
Farmers & Merchants Investments Inc
Nebraska
$7.19K -$349 -4 -5%
IAS
504
IMA Advisory Services
Colorado
$7.11K +$2.35K +27 +50%
CHC
505
City Holding Co
West Virginia
$7.1K +$7.07K +81 New
EP
506
Essential Partners
California
$6.58K +$6.54K +75 New
APFP
507
Action Point Financial Planning
Michigan
$6.14K +$6.19K +71 New
AW
508
Avion Wealth
Texas
$6K +$523 +6 +10%
HFS
509
Horizon Financial Services
North Carolina
$5.35K +$5.32K +61 New
PPC
510
Park Place Capital
Alabama
$5.26K +$5.23K +60 New
AA
511
Addison Advisors
Vermont
$5.09K -$37.5K -430 -88%
PWMG
512
Private Wealth Management Group
New Jersey
$5K – – –
TC
513
Truvestments Capital
Florida
$4.65K – – –
TPCW
514
TD Private Client Wealth
New York
$4.56K +$4.54K +52 New
AS
515
Altshuler Shaham
Israel
$4.3K -$174 -2 -4%
BWA
516
Basecamp Wealth Advisors
Washington
$3.86K – – –
QL
517
Quarry LP
New York
$3.77K +$3.75K +43 New
WPA
518
West Paces Advisors
Georgia
$3.68K +$3.66K +42 New
BFS
519
Bare Financial Services
Pennsylvania
$3.6K -$1.13K -13 -24%
DWM
520
Dogwood Wealth Management
Kansas
$3.42K +$3.23K +37 +1,850%
GWM
521
Geneos Wealth Management
Colorado
$3.25K – – –
CCMI
522
Creative Capital Management Investments
California
$3.16K +$3.14K +36 New
NWM
523
Navigoe Wealth Management
California
$3K +$698 +8 +26%
CT
524
Colonial Trust
South Carolina
$2.99K – – –
NRG
525
Nemes Rush Group
Michigan
$2.98K – – –
19 20
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