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SEI Investments
SEIC

Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
526
Marshall Investment Management
Colorado
$2.89K +$2.88K +33 New
JFA
527
JNBA Financial Advisors
Minnesota
$2.81K – – –
MAM
528
Marquette Asset Management
Minnesota
$2.81K – – –
ZBNA
529
Zions Bancorporation, National Association
Utah
$2.81K – – –
MA
530
Montag & Associates
Georgia
$2.75K – – –
JWM
531
JPL Wealth Management
Colorado
$2.72K – – –
AWM
532
Activest Wealth Management
Florida
$2.63K +$87 +1 +3%
DPW
533
DiNuzzo Private Wealth
Pennsylvania
$2.46K – – –
CIA
534
Cape Investment Advisory
Georgia
$2.46K +$2.44K +28 New
FA
535
Fedenia Advisers
Wisconsin
$2.37K +$2.35K +27 New
BHWM
536
Beaird Harris Wealth Management
Texas
$2.28K – – –
BHWM
537
Bay Harbor Wealth Management
Maryland
$2.28K +$785 +9 +53%
CPG
538
Cornerstone Planning Group
New Jersey
$2.17K -$698 -8 -27%
HFS
539
Hughes Financial Services
Virginia
$2.02K -$436 -5 -18%
FIM
540
FWL Investment Management
Texas
$1.93K +$1.92K +22 New
GFL
541
Granite FO LLC
New Hampshire
$1.84K – – –
PSFG
542
Park Square Financial Group
Georgia
$1.67K -$2.79K -32 -63%
RF
543
Rossby Financial
Florida
$1.67K -$87 -1 -5%
HIA
544
HFM Investment Advisors
New Jersey
$1.58K +$698 +8 +80%
GBT
545
Grove Bank & Trust
Florida
$1.4K – – –
PWA
546
Principia Wealth Advisory
Texas
$1.4K – – –
CFM
547
Cornerstone Financial Management
Massachusetts
$1.23K -$785 -9 -39%
CH
548
Cromwell Holdings
Wyoming
$1.14K – – –
LI
549
LRI Investments
Florida
$1.05K +$1.05K +12 New
MWM
550
Mosley Wealth Management
California
$1.05K +$1.05K +12 New
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