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SEI Investments

Name Holding Trade Value Shares
Change
Change in
Stake
AW
501
Avion Wealth
Texas
$5K +$1.07K +12 +21%
PWMG
502
Private Wealth Management Group
New Jersey
$4.84K
PFBT
503
Parkside Financial Bank & Trust
Missouri
$4.75K
Mitsubishi UFJ Asset Management
504
Mitsubishi UFJ Asset Management
Japan
$4.5K
AS
505
Altshuler Shaham
Israel
$4.07K -$89 -1 -2%
FAF
506
Fjarde Ap-fonden
Sweden
$4K
MA
507
Montag & Associates
Georgia
$3.9K
CA
508
Crewe Advisors
Utah
$3.9K +$4.09K +46 New
FFO
509
Fortitude Family Office
Arizona
$3.73K +$267 +3 +7%
BHWM
510
Beaird Harris Wealth Management
Texas
$3.56K +$2.04K +23 +121%
BIA
511
Bell Investment Advisors
California
$3.39K -$2.04K -23 -37%
CWM
512
Crowley Wealth Management
Delaware
$3.39K
GWM
513
Geneos Wealth Management
Colorado
$3.14K -$44K -495 -93%
SS
514
Sunbelt Securities
Texas
$2.97K
CT
515
Colonial Trust
South Carolina
$2.89K
RTL
516
Red Tortoise LLC
Georgia
$2.8K
HFS
517
Hughes Financial Services
Virginia
$2.74K
ZBNA
518
Zions Bancorporation, National Association
Utah
$2.71K -$5.6K -63 -66%
JWM
519
JPL Wealth Management
Colorado
$2.63K +$2.75K +31 New
MAM
520
Marquette Asset Management
Minnesota
$2.55K +$2.67K +30 New
DPW
521
DiNuzzo Private Wealth
Pennsylvania
$2.47K
FCAS
522
First Command Advisory Services
Texas
$2.12K
NWM
523
Navigoe Wealth Management
California
$2K +$2.75K +31 New
CCM
524
Cloud Capital Management
Washington
$2K +$2.84K +32 New
NC
525
North Capital
Utah
$1.87K