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SEIV — Performance
Institutional Holders of SEIV
HolderAmountPosition Size
($ in 1000's)		 As of
Hart & Patterson Financial Group LLC261,133$8,087 03/31/2024
     SEIV261,133$8,087 03/31/2024
Advisor Group Holdings Inc.80,260$2,221 12/31/2023
     SEIV80,260$2,221 12/31/2023
Wealth Enhancement Advisory Services LLC57,471$1,780 03/31/2024
     SEIV57,471$1,780 03/31/2024
Stratos Wealth Partners LTD.30,430$942 03/31/2024
     SEIV30,430$942 03/31/2024
Petra Financial Advisors Inc.19,077$591 03/31/2024
     SEIV19,077$591 03/31/2024
Accurate Wealth Management LLC7,575$222 03/31/2024
     SEIV7,575$222 03/31/2024
Royal Bank of Canada1,658$47 12/31/2023
     SEIV1,658$47 12/31/2023
Northwestern Mutual Wealth Management Co.1,390$39 12/31/2023
     SEIV1,390$39 12/31/2023
AdvisorNet Financial Inc1,054$33 03/31/2024
     SEIV1,054$33 03/31/2024
EverSource Wealth Advisors LLC844$24 12/31/2023
     SEIV844$24 12/31/2023
UBS Group AG163$5 12/31/2023
     SEIV163$5 12/31/2023
Proequities Inc.0$0 12/31/2023
     SEIV0$0 12/31/2023

See All: Funds Holding SEIV
See Details: Top 10 Hedge Funds Holding SEIV

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