MAI Capital Management’s SEI Investments SEIC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$51.6K	Sell	574 -26	-4%	-$2.34K	﹤0.01%	1735
2025 Q1	$46.6K	Buy	600 +97	+19%	+$7.53K	﹤0.01%	1684
2024 Q4	$41.5K	Buy	+503	New	+$41.5K	﹤0.01%	1763