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SEI Investments
SEIC

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
526
Montag & Associates
Georgia
$2.59K -$1.23K -15 -33%
CPG
527
Cornerstone Planning Group
New Jersey
$2.58K -$2.3K -28 -48%
FFO
528
Fortitude Family Office
Arizona
$2.46K -$1.15K -14 -32%
AWM
529
Activest Wealth Management
Florida
$2.38K +$2.38K +29 New
CIA
530
Cape Investment Advisory
Georgia
$2.38K +$2.38K +29 New
DPW
531
DiNuzzo Private Wealth
Pennsylvania
$2.3K – – –
BHWM
532
Beaird Harris Wealth Management
Texas
$2.13K -$1.31K -16 -38%
DWM
533
Dogwood Wealth Management
Kansas
$2.13K +$1.97K +24 +1,200%
BIA
534
Bell Investment Advisors
California
$2.05K -$1.23K -15 -38%
NWM
535
Navigoe Wealth Management
California
$2K – – –
WCM
536
Winthrop Capital Management
Indiana
$2K +$575 +7 +58%
TFA
537
Transamerica Financial Advisors
Florida
$1.73K +$247 +3 +17%
GFL
538
Granite FO LLC
New Hampshire
$1.72K – – –
TWD
539
True Wealth Design
Ohio
$1.64K -$5.26K -64 -76%
EP
540
Essential Partners
California
$1.64K +$1.64K +20 New
CWA
541
Carolina Wealth Advisors
South Carolina
$1.39K +$1.4K +17 New
RF
542
Rossby Financial
Florida
$1.31K +$1.31K +16 New
EW
543
Elyxium Wealth
California
$1.23K +$1.23K +15 New
SS
544
SBI Securities
Japan
$1.15K +$411 +5 +56%
CH
545
Cromwell Holdings
Wyoming
$1.07K – – –
HFM
546
Harvest Fund Management
China
$1K – – –
IPS
547
Investors Portfolio Services
Washington
$978 +$986 +12 New
BHWM
548
Bay Harbor Wealth Management
Maryland
$907 +$329 +4 +57%
FMP
549
Financial Management Professionals
Texas
$825 – – –
HIA
550
HFM Investment Advisors
New Jersey
$739 -$82 -1 -10%
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