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SEI Investments

Name Holding Trade Value Shares
Change
Change in
Stake
TCOV
501
Trust Company of Vermont
Vermont
$5.35K – – –
AW
502
Avion Wealth
Texas
$5K +$1.07K +12 +21%
PWMG
503
Private Wealth Management Group
New Jersey
$4.84K – – –
PFBT
504
Parkside Financial Bank & Trust
Missouri
$4.75K – – –
Mitsubishi UFJ Asset Management
505
Mitsubishi UFJ Asset Management
Japan
$4.5K – – –
AS
506
Altshuler Shaham
Israel
$4.07K -$89 -1 -2%
FAF
507
Fjarde Ap-fonden
Sweden
$4K – – –
MA
508
Montag & Associates
Georgia
$3.9K – – –
CA
509
Crewe Advisors
Utah
$3.9K +$4.09K +46 New
FFO
510
Fortitude Family Office
Arizona
$3.73K +$267 +3 +7%
BHWM
511
Beaird Harris Wealth Management
Texas
$3.56K +$2.04K +23 +121%
BIA
512
Bell Investment Advisors
California
$3.39K -$2.04K -23 -37%
CWM
513
Crowley Wealth Management
Delaware
$3.39K – – –
GWM
514
Geneos Wealth Management
Colorado
$3.14K -$44K -495 -93%
SS
515
Sunbelt Securities
Texas
$2.97K – – –
CT
516
Colonial Trust
South Carolina
$2.89K – – –
RTL
517
Red Tortoise LLC
Georgia
$2.8K – – –
HFS
518
Hughes Financial Services
Virginia
$2.74K – – –
ZBNA
519
Zions Bancorporation, National Association
Utah
$2.71K -$5.6K -63 -66%
JWM
520
JPL Wealth Management
Colorado
$2.63K +$2.75K +31 New
MAM
521
Marquette Asset Management
Minnesota
$2.55K +$2.67K +30 New
DPW
522
DiNuzzo Private Wealth
Pennsylvania
$2.47K – – –
FCAS
523
First Command Advisory Services
Texas
$2.12K – – –
NWM
524
Navigoe Wealth Management
California
$2K +$2.75K +31 New
CCM
525
Cloud Capital Management
Washington
$2K +$2.84K +32 New