Ticker: SMAY CUSIP: 33740F466 Class: COM
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Westwood Wealth Management | 83,294 | $2,163 |
| Optivise Advisory Services LLC | 17,983 | $467 |
| Camelot Portfolios, LLC | 2,581 | $67 |
| Arkadios Wealth Advisors | 27,273 | $708 |
| SILVER OAK SECURITIES, INCORPORATED | 8,801 | $229 |
| Pinnacle Wealth Planning Services, Inc. | 5,756 | $149 |
| Savvy Advisors, Inc. | 8,261 | $215 |
| Foundations Investment Advisors, LLC | 11,137 | $289 |
| CoreCap Advisors, LLC | 4,639 | $120 |
| AMERIFLEX GROUP, INC. | 400 | $10 |
| MORGAN STANLEY | 521 | $14 |
| CX Institutional | 5,108 | $0 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Ashton Thomas Private Wealth, LLC | 32,249 | 37,936 | +5,687 (+17.6%) |
| Advisory Services Network, LLC | 57,180 | 58,345 | +1,165 (+2.0%) |
| First Heartland Consultants, Inc. | 32,229 | 32,579 | +350 (+1.1%) |
| LPL Financial LLC | 64,719 | 65,552 | +833 (+1.3%) |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 6,602 | 6,908 | +306 (+4.6%) |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 566 | 705 | +139 (+24.6%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Harvest Investment Services, LLC | 43,788 | 13,837 | -29,951 (-68.4%) |
| SMART Wealth LLC | 75,812 | 69,062 | -6,750 (-8.9%) |
| Jaffetilchin Investment Partners, LLC | 38,283 | 29,417 | -8,866 (-23.2%) |
| Sigma Planning Corp | 16,395 | 8,149 | -8,246 (-50.3%) |
| FORTRESS PRIVATE LEDGER, LLC | 14,710 | 13,883 | -827 (-5.6%) |
| Ignite Planners, LLC | 27,990 | 27,000 | -990 (-3.5%) |
| SOA Wealth Advisors, LLC. | 41,651 | 41,196 | -455 (-1.1%) |
| Noble Wealth Management PBC | 1,500 | 1,150 | -350 (-23.3%) |
| Cetera Investment Advisers | 155,230 | 148,796 | -6,434 (-4.1%) |
| RAYMOND JAMES FINANCIAL INC | 34,974 | 30,449 | -4,525 (-12.9%) |
| HARBOUR INVESTMENTS, INC. | 3,077 | 1,147 | -1,930 (-62.7%) |
| COMMONWEALTH EQUITY SERVICES, LLC | 61,122 | 57,437 | -3,685 (-6.0%) |
| Mariner, LLC | 14,230 | 12,500 | -1,730 (-12.2%) |
| Wood Tarver Financial Group, LLC | 13,043 | 11,563 | -1,480 (-11.3%) |
| Kestra Advisory Services, LLC | 25,140 | 24,724 | -416 (-1.7%) |
| UBS Group AG | 579 | 250 | -329 (-56.8%) |
| Capital Investment Advisory Services, LLC | 700 | 500 | -200 (-28.6%) |
| Cambridge Investment Research Advisors, Inc. | 70,665 | 60,609 | -10,056 (-14.2%) |
| Capital Analysts, LLC | 6,151 | 5,820 | -331 (-5.4%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Foguth Wealth Management, LLC. | 200,308 | $4,801 |
| ASHTON THOMAS SECURITIES, LLC | 43,853 | $1,111 |
| PFG Advisors | 10,350 | $262 |
| OLD MISSION CAPITAL LLC | 18,030 | $457 |
| PRINCIPAL SECURITIES, INC. | 1,507 | $38 |
| ROYAL BANK OF CANADA | 2,000 | $51 |