Institutional Owners for SEIC
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| ASSET DEDICATION LLC | Equities | 651 | $28,000 | 383 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| WEALTHCOLLAB LLC | COM | 652 | $23,832 | 375 | 0.00 | 375 | +Inf | 12-31-2023 | |
| COREFIRST BANK & TRUST | Com | 653 | $23,704 | 373 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| EVERSOURCE WEALTH ADVISORS LLC | Stock | 654 | $22,306 | 351 | 0.00 | 0.00 | 146 | 71.22 | 12-31-2023 |
