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SEI Investments

Name Holding Trade Value Shares
Change
Change in
Stake
RIL
526
Rothschild Investment LLC
Illinois
$1.55K – – –
GFPC
527
Global Financial Private Client
Florida
$1.55K +$1.04K +13 +186%
PWA
528
Physician Wealth Advisors
Utah
$1.55K +$1.61K +20 New
AssetMark Inc
529
AssetMark Inc
California
$1.01K – – –
HFS
530
Hantz Financial Services
Michigan
$1K +$965 +12 New
WCM
531
Winthrop Capital Management
Indiana
$1K +$965 +12 New
HWP
532
Highline Wealth Partners
California
$854 +$884 +11 New
NC
533
NewSquare Capital
Pennsylvania
$854 +$884 +11 New
FMP
534
Financial Management Professionals
Texas
$776 – – –
BFS
535
Bare Financial Services
Pennsylvania
$699 +$724 +9 New
WCM
536
WealthTrak Capital Management
Virginia
$389 – – –
MCM
537
Manchester Capital Management
Vermont
$389 +$402 +5 New
AWM
538
Activest Wealth Management
Florida
$388 +$322 +4 +400%
AF
539
Advisornet Financial
Minnesota
$388 +$402 +5 New
PWA
540
Principia Wealth Advisory
Texas
$365 +$402 +5 New
PWM
541
Parkworth Wealth Management
California
$311 – – –
ACA
542
American Capital Advisory
Idaho
$233 +$241 +3 New
HIA
543
HFM Investment Advisors
New Jersey
$233 +$241 +3 New
BHWM
544
Bay Harbor Wealth Management
Maryland
$232 +$241 +3 New
SS
545
SBI Securities
Japan
$155 – – –
TFM
546
TFC Financial Management
Massachusetts
$78 – – –
GWSG
547
GPS Wealth Strategies Group
Colorado
$78 +$80 +1 New
FG
548
Fairman Group
Pennsylvania
$70 – – –
Citadel Advisors
549
Citadel Advisors
Florida
– -$60M -745,895 Closed
TI
550
Trexquant Investment
Connecticut
– -$9.06M -109,804 Closed