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SEICのアイコン

SEI Investments

名前 保有額 取引額 株数
増減
保有比率の
変化
Ullmann Wealth Partners Group
401
Ullmann Wealth Partners Group
Florida
$22.7万 +$22.6万 +2,593 新規
Institute for Wealth Management
402
Institute for Wealth Management
Colorado
$22.6万 -$5.27万 -604 -19%
Everence Capital Management
403
Everence Capital Management
Indiana
$22.4万 +$22.3万 +2,558 新規
MGO One Seven
404
MGO One Seven
Ohio
$22.3万 -$698 -8 -0.3%
Atomi Financial Group
405
Atomi Financial Group
New York
$22万 -$4,972 -57 -2%
Catalyst Financial Partners
406
Catalyst Financial Partners
Massachusetts
$21.8万 -$19.3万 -2,212 -47%
Personal CFO Solutions
407
Personal CFO Solutions
New Jersey
$21.7万 +$21.6万 +2,472 新規
Kestra Private Wealth Services
408
Kestra Private Wealth Services
Texas
$21.7万 -$53.9万 -6,184 -71%
Icon Wealth Advisors
409
Icon Wealth Advisors
Texas
$21.4万 -$24.5万 -2,806 -53%
Gallacher Capital Management
410
Gallacher Capital Management
Colorado
$21.3万 -$5.23万 -599 -20%
Revisor Wealth Management
411
Revisor Wealth Management
Ohio
$21.1万 +$20.9万 +2,401 新規
Hilltop Holdings
412
Hilltop Holdings
Texas
$20.8万 +$20.7万 +2,375 新規
Wedmont Private Capital
413
Wedmont Private Capital
Pennsylvania
$20.8万 +$19万 +2,174 新規
AlphaGrep UK
414
AlphaGrep UK
$20.5万 +$20.4万 +2,336 新規
Csenge Advisory Group
415
Csenge Advisory Group
Florida
$20.3万 -$5.7万 -654 -22%
Peterson Wealth Services
416
Peterson Wealth Services
Utah
$19.4万 +$349 +4 +0.2%
EverSource Wealth Advisors
417
EverSource Wealth Advisors
Alabama
$19.2万 -$11.8万 -1,356 -38%
Versant Capital Management
418
Versant Capital Management
Arizona
$18.8万 +$2.08万 +239 +13%
Northwestern Mutual Wealth Management
419
Northwestern Mutual Wealth Management
Wisconsin
$16.8万 +$1.16万 +133 +7%
Hollencrest Capital Management
420
Hollencrest Capital Management
California
$16.7万 +$262 +3 +0.2%
Valley National Advisers
421
Valley National Advisers
Pennsylvania
$14.9万 -$8.65万 -992 -37%
Harbor Capital Advisors
422
Harbor Capital Advisors
Illinois
$14万 +$11.5万 +1,322 +491%
Hills Bank & Trust
423
Hills Bank & Trust
Iowa
$13.7万 -$7,589 -87 -5%
Cassaday & Co Wealth Management
424
Cassaday & Co Wealth Management
Virginia
$13.4万 – – –
J. R. Prunier Capital Management LLC
425
J. R. Prunier Capital Management LLC
Massachusetts
$13.2万 +$13.1万 +1,500 新規