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SEI Investments

Name Holding Trade Value Shares
Change
Change in
Stake
NC
526
North Capital
Utah
$1.87K – – –
GFL
527
Granite FO LLC
New Hampshire
$1.78K – – –
TFA
528
Transamerica Financial Advisors
Florida
$1.53K +$1.6K +18 New
CH
529
Cromwell Holdings
Wyoming
$1.1K – – –
HFM
530
Harvest Fund Management
China
$1K – – –
WCM
531
Winthrop Capital Management
Indiana
$1K – – –
FMP
532
Financial Management Professionals
Texas
$849 – – –
FC
533
Financial Consulate
Maryland
$849 +$888 +10 New
HIA
534
HFM Investment Advisors
New Jersey
$848 -$89 -1 -9%
CPG
535
Cornerstone Planning Group
New Jersey
$817 +$5.15K +58 New
HWP
536
Highline Wealth Partners
California
$764 – – –
SS
537
SBI Securities
Japan
$764 +$267 +3 +50%
BHWM
538
Bay Harbor Wealth Management
Maryland
$593 +$89 +1 +17%
PAM
539
Palisade Asset Management
Minnesota
$510 +$533 +6 New
MCM
540
Manchester Capital Management
Vermont
$425 – – –
EWP
541
Elevation Wealth Partners
California
$425 +$444 +5 New
SA
542
Seneschal Advisors
Washington
$340 +$355 +4 New
AF
543
Advisornet Financial
Minnesota
$339 -$89 -1 -20%
TIM
544
Tortoise Investment Management
New York
$255 +$267 +3 New
ACA
545
American Capital Advisory
Idaho
$170 +$178 +2 New
DWM
546
Dogwood Wealth Management
Kansas
$170 +$178 +2 New
GWSG
547
GPS Wealth Strategies Group
Colorado
$85 – – –
TFM
548
TFC Financial Management
Massachusetts
$85 – – –
FG
549
Fairman Group
Pennsylvania
$72 – – –
RCM
550
Raleigh Capital Management
North Carolina
$19 -$444 -5 Closed