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SEI Investments

Name Holding Trade Value Shares
Change
Change in
Stake
KG
551
Kilter Group
New York
$707 +$741 +9 New
HWP
552
Highline Wealth Partners
California
$706 – – –
FHC
553
First Horizon Corporation
Tennessee
$628 +$659 +8 New
VWM
554
Vermillion Wealth Management
Minnesota
$549 +$576 +7 New
UFF
555
USA Financial Formulas
Michigan
$471 – – –
MCM
556
Manchester Capital Management
Vermont
$393 – – –
AF
557
Advisornet Financial
Minnesota
$392 +$82 +1 +25%
SA
558
Seneschal Advisors
Washington
$314 – – –
TWM
559
TopTier Wealth Management
Wisconsin
$235 +$247 +3 New
DF
560
Dunhill Financial
United Kingdom
$191 – – –
DWM
561
Dogwood Wealth Management
Kansas
$157 -$1.98K -24 -92%
ACA
562
American Capital Advisory
Idaho
$157 +$165 +2 New
CW
563
Curio Wealth
Maryland
$157 +$165 +2 New
MCM
564
MV Capital Management
Maryland
$157 +$165 +2 New
RWM
565
Raffa Wealth Management
District of Columbia
$157 +$165 +2 New
TFM
566
TFC Financial Management
Massachusetts
$79 – – –
3FI
567
3 Factor Indexing
California
$79 +$82 +1 New
CIAM
568
Caitong International Asset Management
Hong Kong
$78 -$102K -1,237 -100%
FG
569
Fairman Group
Pennsylvania
$66 – – –
Norges Bank
570
Norges Bank
Norway
– -$53.5M -652,868 Closed
ACL
571
Azora Capital LP
Florida
– -$17.8M -216,465 Closed
MGP
572
M&G plc
United Kingdom
– -$11M -134,004 Closed
Schroder Investment Management Group
573
Schroder Investment Management Group
United Kingdom
– -$8.35M -100,359 Closed
WG
574
Winton Group
United Kingdom
– -$6.28M -76,615 Closed
PP
575
Prudential plc
United Kingdom
– -$4.95M -60,311 Closed