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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
NWM
526
Navigoe Wealth Management
California
$3,000 +$698 +8 +26%
Colonial Trust
527
Colonial Trust
South Carolina
$2,992 – – –
Nemes Rush Group
528
Nemes Rush Group
Michigan
$2,982 – – –
Marshall Investment Management
529
Marshall Investment Management
Colorado
$2,894 +$2,879 +33 新規
JNBA Financial Advisors
530
JNBA Financial Advisors
Minnesota
$2,807 – – –
Marquette Asset Management
531
Marquette Asset Management
Minnesota
$2,807 – – –
Zions Bancorporation, National Association
532
Zions Bancorporation, National Association
Utah
$2,807 – – –
Montag & Associates
533
Montag & Associates
Georgia
$2,755 – – –
JPL Wealth Management
534
JPL Wealth Management
Colorado
$2,720 – – –
Activest Wealth Management
535
Activest Wealth Management
Florida
$2,631 +$87 +1 +3%
DiNuzzo Private Wealth
536
DiNuzzo Private Wealth
Pennsylvania
$2,456 – – –
CIA
537
Cape Investment Advisory
Georgia
$2,456 +$2,442 +28 新規
Fedenia Advisers
538
Fedenia Advisers
Wisconsin
$2,368 +$2,355 +27 新規
Beaird Harris Wealth Management
539
Beaird Harris Wealth Management
Texas
$2,281 – – –
Bay Harbor Wealth Management
540
Bay Harbor Wealth Management
Maryland
$2,280 +$785 +9 +53%
Cornerstone Planning Group
541
Cornerstone Planning Group
New Jersey
$2,173 -$698 -8 -27%
Hughes Financial Services
542
Hughes Financial Services
Virginia
$2,017 -$436 -5 -18%
FIM
543
FWL Investment Management
Texas
$1,930 +$1,919 +22 新規
Granite FO LLC
544
Granite FO LLC
New Hampshire
$1,842 – – –
Park Square Financial Group
545
Park Square Financial Group
Georgia
$1,666 -$2,791 -32 -63%
Rossby Financial
546
Rossby Financial
Florida
$1,666 -$87 -1 -5%
HFM Investment Advisors
547
HFM Investment Advisors
New Jersey
$1,579 +$698 +8 +80%
Grove Bank & Trust
548
Grove Bank & Trust
Florida
$1,403 – – –
Principia Wealth Advisory
549
Principia Wealth Advisory
Texas
$1,403 – – –
Cornerstone Financial Management
550
Cornerstone Financial Management
Massachusetts
$1,228 -$785 -9 -39%