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SEI Investments

Name Holding Trade Value Shares
Change
Change in
Stake
MAM
526
Marquette Asset Management
Minnesota
$2.51K +$2.63K +32 New
ZBNA
527
Zions Bancorporation, National Association
Utah
$2.51K – – –
MA
528
Montag & Associates
Georgia
$2.46K – – –
JWM
529
JPL Wealth Management
Colorado
$2.43K +$2.55K +31 New
TFA
530
Transamerica Financial Advisors
Florida
$2.29K +$659 +8 +38%
AWM
531
Activest Wealth Management
Florida
$2.28K – – –
DPW
532
DiNuzzo Private Wealth
Pennsylvania
$2.2K – – –
HFS
533
Hughes Financial Services
Virginia
$2.2K -$412 -5 -15%
BHWM
534
Beaird Harris Wealth Management
Texas
$2.04K – – –
NWM
535
Navigoe Wealth Management
California
$2K – – –
CFM
536
Cornerstone Financial Management
Massachusetts
$1.8K +$1.32K +16 +229%
GFL
537
Granite FO LLC
New Hampshire
$1.65K – – –
RF
538
Rossby Financial
Florida
$1.56K +$329 +4 +25%
OA
539
Operose Advisors
Wisconsin
$1.49K +$1.56K +19 New
BWL
540
Bogart Wealth LLC
Virginia
$1.41K +$1.48K +18 New
BHWM
541
Bay Harbor Wealth Management
Maryland
$1.33K +$494 +6 +55%
GBT
542
Grove Bank & Trust
Florida
$1.26K +$1.32K +16 New
PWA
543
Principia Wealth Advisory
Texas
$1.26K +$1.32K +16 New
SS
544
SBI Securities
Japan
$1.18K +$82 +1 +7%
CH
545
Cromwell Holdings
Wyoming
$1.02K – – –
IPS
546
Investors Portfolio Services
Washington
$1.01K -$82 -1 -8%
HFM
547
Harvest Fund Management
China
$1K – – –
WCM
548
Winthrop Capital Management
Indiana
$1K – – –
FMP
549
Financial Management Professionals
Texas
$785 – – –
HIA
550
HFM Investment Advisors
New Jersey
$785 +$82 +1 +11%