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SEI Investments

Name Holding Trade Value Shares
Change
Change in
Stake
MA
526
Montag & Associates
Georgia
$4.13K
FAF
527
Fjarde Ap-fonden
Sweden
$4K -$1.88M -23,385 -100%
CWA
528
Carolina Wealth Advisors
South Carolina
$3.86K
TWD
529
True Wealth Design
Ohio
$3.77K +$645 +8 +24%
GBT
530
Grove Bank & Trust
Florida
$3.77K
AssetMark Inc
531
AssetMark Inc
California
$3.77K +$2.34K +29 +223%
FFO
532
Fortitude Family Office
Arizona
$3.68K +$3.3K +41 New
CWM
533
Crowley Wealth Management
Delaware
$3.59K
RIL
534
Rothschild Investment LLC
Illinois
$3.59K +$1.61K +20 +100%
TPWA
535
Twin Peaks Wealth Advisors
California
$3.52K +$3.22K +40 New
DJSG
536
D.J. St. Germain
Massachusetts
$3.15K
CT
537
Colonial Trust
South Carolina
$3.06K +$2.74K +34 New
RTL
538
Red Tortoise LLC
Georgia
$2.96K
HFS
539
Hughes Financial Services
Virginia
$2.91K -$161 -2 -6%
SS
540
Sunbelt Securities
Texas
$2.89K
DPW
541
DiNuzzo Private Wealth
Pennsylvania
$2.52K
AAS
542
Ameritas Advisory Services
Nebraska
$2.43K +$2.18K +27 New
FCAS
543
First Command Advisory Services
Texas
$2.25K
NC
544
North Capital
Utah
$1.98K
GFL
545
Granite FO LLC
New Hampshire
$1.89K
BHWM
546
Beaird Harris Wealth Management
Texas
$1.71K +$1.53K +19 New
CH
547
Cromwell Holdings
Wyoming
$1.17K +$1.05K +13 New
WCM
548
Winthrop Capital Management
Indiana
$1K
HFM
549
Harvest Fund Management
China
$1K +$1.05K +13 New
HIA
550
HFM Investment Advisors
New Jersey
$988 +$645 +8 +267%