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SEIS 13F Ownership: 29 Institutions | AlphaSMO
SEIS 13F Ownership: 29 Institutions
29 institutions currently hold SEIS, ranked below by position value.
View full stock page for SEIS
Key Holders
Total Value
Avg Weight
SUMMIT WEALTH GROUP LLC / CO
$46.5M
4.89%
S&T Bank/PA
$8.6M
3.20%
SEI INVESTMENTS CO
$3.4M
0.00%
OSAIC HOLDINGS, INC.
$3.3M
0.00%
COMPASS CAPITAL CORP /MA/ /ADV
$2.5M
0.90%
Apella Capital, LLC
$1.9M
0.03%
Perigon Wealth Management, LLC
$1.0M
0.02%
Merit Financial Group, LLC
$834.6K
0.01%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
$670.7K
0.00%
Lynx Investment Advisory
$632.4K
0.30%
OneAscent Financial Services LLC
$541.6K
0.03%
CITADEL ADVISORS LLC
$518.0K
0.00%
Diversified Enterprises, LLC
$512.4K
0.03%
LexAurum Advisors, LLC
$415.7K
0.05%
CORA CAPITAL ADVISORS LLC
$341.9K
0.11%
Ameritas Advisory Services, LLC
$294.6K
0.01%
Patriot Financial Group Insurance Agency, LLC
$276.5K
0.02%
Stewardship Advisors, LLC
$266.2K
0.06%
United Advisor Group, LLC
$261.4K
0.03%
Advisory Services Network, LLC
$140.0K
0.00%
ROSS\JOHNSON & Associates LLC
$102.4K
1.85%
Pinnacle Wealth Planning Services, Inc.
$92.1K
0.01%
Rossby Financial, LCC
$30.2K
0.01%
ROYAL BANK OF CANADA
$29.0K
0.00%
MORGAN STANLEY
$15.3K
0.00%
Whipplewood Advisors, LLC
$10.2K
0.01%
UBS Group AG
$4.9K
0.00%
HARBOUR INVESTMENTS, INC.
$4.6K
0.00%
CWM, LLC
$4.1K
0.00%