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SEI Investments

Name Holding Trade Value Shares
Change
Change in
Stake
HWP
551
Highline Wealth Partners
California
$738 – – –
CFM
552
Cornerstone Financial Management
Massachusetts
$574 +$575 +7 New
EB
553
Eastern Bank
Massachusetts
$574 +$575 +7 New
EWP
554
Elevation Wealth Partners
California
$493 +$82 +1 +20%
UFF
555
USA Financial Formulas
Michigan
$492 +$493 +6 New
MCM
556
Manchester Capital Management
Vermont
$411 – – –
SA
557
Seneschal Advisors
Washington
$329 – – –
AF
558
Advisornet Financial
Minnesota
$328 – – –
DF
559
Dunhill Financial
United Kingdom
$200 +$164 +2 New
TFM
560
TFC Financial Management
Massachusetts
$83 – – –
FG
561
Fairman Group
Pennsylvania
$70 – – –
RCM
562
Raleigh Capital Management
North Carolina
$19 – – –
JAM
563
Jupiter Asset Management
United Kingdom
– -$23.5M -277,462 Closed
SWGC
564
Summit Wealth Group (Colorado)
Colorado
– -$5.52M -115,735 Closed
Balyasny Asset Management
565
Balyasny Asset Management
Illinois
– -$7.5M -88,345 Closed
SPS
566
Susquehanna Portfolio Strategies
Pennsylvania
– -$6.08M -71,629 Closed
JG
567
Jain Global
New York
– -$5.45M -64,248 Closed
PAMP
568
Polar Asset Management Partners
Ontario, Canada
– -$4.16M -49,043 Closed
YIH
569
Y-Intercept (HK)
Hong Kong
– -$3.15M -37,115 Closed
TI
570
Trexquant Investment
Connecticut
– -$3.11M -36,702 Closed
NSEDCP
571
NJ State Employees Deferred Compensation Plan
New Jersey
– -$3M -35,400 Closed
BAMF
572
BI Asset Management Fondsmaeglerselskab
Denmark
– -$2.29M -27,042 Closed
HSA
573
Hussman Strategic Advisors
Maryland
– -$1.78M -21,000 Closed
Capstone Investment Advisors
574
Capstone Investment Advisors
New York
– -$1.32M -15,606 Closed
PS
575
Pensionfund Sabic
Netherlands
– -$1.2M -14,100 Closed