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SEI Investments
SEIC

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
576
BTS Asset Management
Massachusetts
– -$253K -3,073 Closed
PWP
577
Pursue Wealth Partners
California
– -$248K -3,008 Closed
JWCA
578
J.W. Cole Advisors
Florida
– -$224K -2,720 Closed
IAIM
579
International Assets Investment Management
Florida
– -$209K -2,556 Closed
PFWA
580
Paces Ferry Wealth Advisors
Georgia
– -$207K -2,504 Closed
ET
581
Entropy Technologies
New York
– -$206K -2,501 Closed
GDP
582
Great Diamond Partners
Maine
– -$203K -2,463 Closed
VWM
583
Venturi Wealth Management
Texas
– -$174K -2,105 Closed
KI
584
Kapitalo Investimentos
Brazil
– -$164K -1,983 Closed
MFG
585
Mendota Financial Group
Wisconsin
– -$52.1K -632 Closed
CFGS
586
Concourse Financial Group Securities
Alabama
– -$50.7K -602 Closed
FFA
587
Fairfield Financial Advisors
Massachusetts
– -$38.4K -465 Closed
CBT
588
CoreFirst Bank & Trust
Kansas
– -$30.8K -373 Closed
LFA
589
LGT Financial Advisors
Texas
– -$20.2K -245 Closed
RA
590
Rise Advisors
New York
– -$18.6K -226 Closed
SC
591
Stephens Consulting
Michigan
– -$13.3K -161 Closed
WWA
592
Wingate Wealth Advisors
Massachusetts
– -$12.5K -152 Closed
CJ
593
Caitlin John
Michigan
– -$8.98K -109 Closed
QL
594
Quarry LP
New York
– -$6.02K -73 Closed
GM
595
GeoWealth Management
Illinois
– -$5.44K -66 Closed
SIM
596
Synergy Investment Management
Florida
– -$3.18K -39 Closed
CIAM
597
Caitong International Asset Management
Hong Kong
– -$990 -12 Closed
CMBA
598
C.M. Bidwell & Associates
Hawaii
– -$495 -6 Closed
SSG
599
Summit Securities Group
New York
– -$82 -1 Closed
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