Ticker: SCEC CUSIP: 14064D444 Class: STERLING CAP ENH
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Procyon Advisors, LLC | 8,004 | $203 |
| HARBOUR INVESTMENTS, INC. | 1,759 | $45 |
| ROYAL BANK OF CANADA | 490 | $12 |
| OSAIC HOLDINGS, INC. | 219 | $6 |
| Sound Income Strategies, LLC | 182 | $5 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Kingdom Financial Group LLC. | 1,785,535 | 2,189,997 | +404,462 (+22.7%) |
| HOWARD BAILEY SECURITIES, LLC | 1,089,240 | 1,120,196 | +30,956 (+2.8%) |
| LifeWealth Investments, LLC | 533,328 | 579,107 | +45,779 (+8.6%) |
| Quest 10 Wealth Builders, Inc. | 106,974 | 121,336 | +14,362 (+13.4%) |
| FWG Investments, LLC. | 249,869 | 253,720 | +3,851 (+1.5%) |
| CWA Asset Management Group, LLC | 1,415,240 | 1,563,997 | +148,757 (+10.5%) |
| FSA Advisors, Inc. | 62,891 | 66,813 | +3,922 (+6.2%) |
| LifePlan Investment Advisors, Inc. | 8,942 | 17,540 | +8,598 (+96.2%) |
| AE Wealth Management LLC | 5,162,037 | 5,279,478 | +117,441 (+2.3%) |
| TRUIST FINANCIAL CORP | 11,345 | 20,737 | +9,392 (+82.8%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| FLP Wealth Management, LLC | 56,389 | 1,623 | -54,766 (-97.1%) |
| B.O.S.S. Retirement Advisors, LLC | 136,109 | 33,012 | -103,097 (-75.7%) |
| Lloyd Advisory Services, LLC. | 63,646 | 59,201 | -4,445 (-7.0%) |
| Global Wealth Management Investment Advisory, Inc. | 265,173 | 258,993 | -6,180 (-2.3%) |
| Arcadia Wealth Management, LLC | 14,373 | 8,185 | -6,188 (-43.1%) |
| GOLDMAN SACHS GROUP INC | 310,284 | 15,346 | -294,938 (-95.1%) |
| Root Financial Partners, LLC | 2,799 | 948 | -1,851 (-66.1%) |
| Cetera Investment Advisers | 9,550 | 9,220 | -330 (-3.5%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| AlphaStar Capital Management, LLC | 19,450 | $496 |
| CITADEL ADVISORS LLC | 20,918 | $533 |
| JANE STREET GROUP, LLC | 15,287 | $390 |
| UBS Group AG | 54 | $1 |