SEIC icon

SEI Investments

Name Holding Trade Value Shares
Change
Change in
Stake
HNB
501
Huntington National Bank
Ohio
$7.46K -$4.68K -57 -39%
FMII
502
Farmers & Merchants Investments Inc
Nebraska
$7.05K +$411 +5 +6%
GWM
503
Geneos Wealth Management
Colorado
$6.89K +$3.86K +47 +127%
LFG
504
Larson Financial Group
Missouri
$6.52K -$904 -11 -12%
BFS
505
Bare Financial Services
Pennsylvania
$6.4K -$904 -11 -12%
SEP
506
Signature Equity Partners
Ohio
$6.24K +$6.25K +76 New
N
507
Natixis
France
$6.23K -$10.4K -126 -62%
OC
508
Optima Capital
Oregon
$5.94K +$5.92K +72 New
PWMG
509
Private Wealth Management Group
New Jersey
$4.68K – – –
IAS
510
IMA Advisory Services
Colorado
$4.62K +$4.6K +56 New
Mitsubishi UFJ Asset Management
511
Mitsubishi UFJ Asset Management
Japan
$4.4K – – –
AS
512
Altshuler Shaham
Israel
$4.18K +$247 +3 +6%
BWA
513
Basecamp Wealth Advisors
Washington
$4.1K +$4.11K +50 New
UCB
514
United Community Bank
South Carolina
$4.02K +$4.03K +49 New
AW
515
Avion Wealth
Texas
$4K -$1.07K -13 -19%
CA
516
Crewe Advisors
Utah
$3.77K – – –
HI
517
Harbour Investments
Wisconsin
$3.2K -$2.55K -31 -44%
SS
518
Sunbelt Securities
Texas
$2.87K – – –
CT
519
Colonial Trust
South Carolina
$2.8K – – –
NRG
520
Nemes Rush Group
Michigan
$2.79K +$2.79K +34 New
HFS
521
Hughes Financial Services
Virginia
$2.71K – – –
RTL
522
Red Tortoise LLC
Georgia
$2.71K – – –
UFPG
523
United Financial Planning Group
New York
$2.71K +$2.71K +33 New
ZBNA
524
Zions Bancorporation, National Association
Utah
$2.63K – – –
JFA
525
JNBA Financial Advisors
Minnesota
$2.63K +$2.63K +32 New