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SEI Investments

Name Holding Trade Value Shares
Change
Change in
Stake
ZBNA
526
Zions Bancorporation, National Association
Utah
$2.51K
MA
527
Montag & Associates
Georgia
$2.46K
JWM
528
JPL Wealth Management
Colorado
$2.43K +$2.55K +31 New
TFA
529
Transamerica Financial Advisors
Florida
$2.29K +$659 +8 +38%
AWM
530
Activest Wealth Management
Florida
$2.28K
DPW
531
DiNuzzo Private Wealth
Pennsylvania
$2.2K
HFS
532
Hughes Financial Services
Virginia
$2.2K -$412 -5 -15%
BHWM
533
Beaird Harris Wealth Management
Texas
$2.04K
NWM
534
Navigoe Wealth Management
California
$2K
CFM
535
Cornerstone Financial Management
Massachusetts
$1.8K +$1.32K +16 +229%
GFL
536
Granite FO LLC
New Hampshire
$1.65K
RF
537
Rossby Financial
Florida
$1.56K +$329 +4 +25%
OA
538
Operose Advisors
Wisconsin
$1.49K +$1.56K +19 New
BWL
539
Bogart Wealth LLC
Virginia
$1.41K +$1.48K +18 New
BHWM
540
Bay Harbor Wealth Management
Maryland
$1.33K +$494 +6 +55%
GBT
541
Grove Bank & Trust
Florida
$1.26K +$1.32K +16 New
PWA
542
Principia Wealth Advisory
Texas
$1.26K +$1.32K +16 New
SS
543
SBI Securities
Japan
$1.18K +$82 +1 +7%
CH
544
Cromwell Holdings
Wyoming
$1.02K
IPS
545
Investors Portfolio Services
Washington
$1.01K -$82 -1 -8%
HFM
546
Harvest Fund Management
China
$1K
WCM
547
Winthrop Capital Management
Indiana
$1K
FMP
548
Financial Management Professionals
Texas
$785
HIA
549
HFM Investment Advisors
New Jersey
$785 +$82 +1 +11%
KG
550
Kilter Group
New York
$707 +$741 +9 New