Institutional Owners for SEIC
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| STEWARD PARTNERS INVESTMENT ADVISORY LLC | COM | 601 | $64,503 | 1,015 | 0.00 | 0.00 | 150 | 17.34 | 12-31-2023 |
| DIXON HUGHES GOODMAN WEALTH ADVISORS LLC | Stock | 602 | $60,000 | 1,001 | 0.02 | 1,001 | +Inf | 03-31-2022 | |
| ENDURANCE WEALTH MANAGEMENT INC | Stock | 603 | $60,000 | 1,000 | 0.01 | 0.01 | 0 | 0.00 | 06-30-2023 |
| PRIVATE TRUST CO NA | Com | 604 | $70,462 | 980 | 0.00 | 0.00 | 282 | 40.40 | 03-31-2024 |
