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SEI Investments

Name Holding Trade Value Shares
Change
Change in
Stake
PAG
601
Private Advisor Group
New Jersey
-$334K -4,257 Closed
Blackstone Inc
602
Blackstone Inc
New York
-$294K -3,753 Closed
Capstone Investment Advisors
603
Capstone Investment Advisors
New York
-$279K -3,551 Closed
GT
604
Greenleaf Trust
Michigan
-$269K -3,422 Closed
MPI
605
Mairs & Power Inc
Minnesota
-$259K -3,300 Closed
AWAU
606
Alliance Wealth Advisors (Utah)
Utah
-$249K -3,179 Closed
Korea Investment Corp
607
Korea Investment Corp
South Korea
-$249K -3,172 Closed
NB
608
NBT Bank
New York
-$242K -3,081 Closed
OCA
609
OpenArc Corporate Advisory
Georgia
-$214K -2,728 Closed
NG
610
Norden Group
Utah
-$213K -2,712 Closed
DWT
611
Dorsey & Whitney Trust
South Dakota
-$200K -2,551 Closed
FSCM
612
Front Street Capital Management
Montana
-$104K -1,330 Closed
AGWCA
613
Annis Gardner Whiting Capital Advisors
Florida
-$104K -1,324 Closed
ASN
614
Advisory Services Network
Georgia
-$83.2K -1,061 Closed
AA
615
Ancora Advisors
Ohio
-$63.4K -808 Closed
IAAG
616
Innovative Asset Advisors Group
Connecticut
-$58.1K -741 Closed
RFP
617
Root Financial Partners
California
-$38.2K -487 Closed
VSQM
618
V-Square Quantitative Management
Illinois
-$25.2K -321 Closed
ADL
619
Asset Dedication LLC
California
-$25.1K -320 Closed
IWS
620
Intentional Wealth Strategies
Colorado
-$15.6K -199 Closed
TPWA
621
Twin Peaks Wealth Advisors
California
-$9.81K -125 Closed
CT
622
Clearstead Trust
Maine
-$5.42K -69 Closed
CA
623
Crewe Advisors
Utah
-$3.61K -46 Closed
UFPG
624
United Financial Planning Group
New York
-$2.59K -33 Closed
OA
625
Operose Advisors
Wisconsin
-$1.49K -19 Closed