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SEI Investments

Name Holding Trade Value Shares
Change
Change in
Stake
GFL
526
Granite FO LLC
New Hampshire
$1.78K
TFA
527
Transamerica Financial Advisors
Florida
$1.53K +$1.6K +18 New
CH
528
Cromwell Holdings
Wyoming
$1.1K
HFM
529
Harvest Fund Management
China
$1K
WCM
530
Winthrop Capital Management
Indiana
$1K
FMP
531
Financial Management Professionals
Texas
$849
FC
532
Financial Consulate
Maryland
$849 +$888 +10 New
HIA
533
HFM Investment Advisors
New Jersey
$848 -$89 -1 -9%
CPG
534
Cornerstone Planning Group
New Jersey
$817 +$5.15K +58 New
HWP
535
Highline Wealth Partners
California
$764
SS
536
SBI Securities
Japan
$764 +$267 +3 +50%
BHWM
537
Bay Harbor Wealth Management
Maryland
$593 +$89 +1 +17%
PAM
538
Palisade Asset Management
Minnesota
$510 +$533 +6 New
MCM
539
Manchester Capital Management
Vermont
$425
EWP
540
Elevation Wealth Partners
California
$425 +$444 +5 New
SA
541
Seneschal Advisors
Washington
$340 +$355 +4 New
AF
542
Advisornet Financial
Minnesota
$339 -$89 -1 -20%
TIM
543
Tortoise Investment Management
New York
$255 +$267 +3 New
ACA
544
American Capital Advisory
Idaho
$170 +$178 +2 New
DWM
545
Dogwood Wealth Management
Kansas
$170 +$178 +2 New
GWSG
546
GPS Wealth Strategies Group
Colorado
$85
TFM
547
TFC Financial Management
Massachusetts
$85
FG
548
Fairman Group
Pennsylvania
$72
RCM
549
Raleigh Capital Management
North Carolina
$19 -$444 -5 Closed
ACL
550
Azora Capital LP
Florida
-$69.9M -777,952 Closed