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SEI Investments

Name Holding Trade Value Shares
Change
Change in
Stake
KWAG
501
Kiely Wealth Advisory Group
North Carolina
$6.33K – – –
QL
502
Quarry LP
New York
$6.02K +$5.73K +73 New
GM
503
GeoWealth Management
Illinois
$5.44K +$5.18K +66 New
BIA
504
Bell Investment Advisors
California
$5.2K – – –
TCOV
505
Trust Company of Vermont
Vermont
$5.2K – – –
PWMG
506
Private Wealth Management Group
New Jersey
$4.95K -$235 -3 -5%
FNWA
507
Financial Network Wealth Advisors
Utah
$4.87K -$2.43K -31 -34%
HCP
508
Hexagon Capital Partners
Arkansas
$4.87K +$1.18K +15 +34%
Harbour Investments
509
Harbour Investments
Wisconsin
$4.62K +$2.67K +34 +155%
Altshuler Shaham
510
Altshuler Shaham
Israel
$4.12K -$25.6K -326 -87%
Montag & Associates
511
Montag & Associates
Georgia
$3.82K – – –
Farmers & Merchants Investments Inc
512
Farmers & Merchants Investments Inc
Nebraska
$3.63K – – –
CWA
513
Carolina Wealth Advisors
South Carolina
$3.55K – – –
WPA
514
West Paces Advisors
Georgia
$3.46K – – –
Larson Financial Group
515
Larson Financial Group
Missouri
$3.41K -$1.96K -25 -38%
CWM
516
Crowley Wealth Management
Delaware
$3.3K +$3.14K +40 New
SIM
517
Synergy Investment Management
Florida
$3.18K +$3.06K +39 New
PFBT
518
Parkside Financial Bank & Trust
Missouri
$3.05K +$2.59K +33 +825%
SS
519
Sunbelt Securities
Texas
$2.89K – – –
DJSG
520
D.J. St. Germain
Massachusetts
$2.89K – – –
RTL
521
Red Tortoise LLC
Georgia
$2.72K – – –
Horizon Investments
522
Horizon Investments
North Carolina
$2.31K +$2.2K +28 New
DPW
523
DiNuzzo Private Wealth
Pennsylvania
$2.23K – – –
AW
524
Avion Wealth
Texas
$2K – – –
LC
525
Lindbrook Capital
California
$1.81K +$157 +2 +10%