Ticker: SMMU CUSIP: 72201R874 Class: SHTRM MUN BD ACT
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Main Line Retirement Advisors, LLC | 23,187 | $1,169 |
| Hyundai Investments Co., Ltd. | 9,399 | $475 |
| Objective Capital Management, LLC | 5,223 | $263 |
| CAMBRIDGE CAPITAL MANAGEMENT, LLC | 9,473 | $478 |
| Boulder Wealth Advisors, LLC | 9,492 | $479 |
| SWMG, LLC | 5,907 | $300 |
| Essex Savings Bank | 5,950 | $300 |
| Beacon Capital Management, LLC | 8,033 | $405 |
| VCI Wealth Management LLC | 3,978 | $201 |
| EVOLUTION WEALTH MANAGEMENT INC. | 990 | $50 |
| RFG Advisory, LLC | 16,313 | $823 |
| OPTIMA CAPITAL LLC | 891 | $45 |
| Private Advisor Group, LLC | 8,029 | $405 |
| JANE STREET GROUP, LLC | 20,440 | $1,031 |
| Ronald Blue Trust, Inc. | 2,511 | $127 |
| Capital Investment Advisory Services, LLC | 100 | $5 |
| Janney Montgomery Scott LLC | 13,875 | $1 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| SITTNER & NELSON, LLC | 35,294 | 86,441 | +51,147 (+144.9%) |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | 132,968 | 152,338 | +19,370 (+14.6%) |
| AIFG Consultants Ltd. | 47,712 | 49,332 | +1,620 (+3.4%) |
| Biltmore Wealth Management, LLC | 398,373 | 404,093 | +5,720 (+1.4%) |
| CarsonAllaria Wealth Management, Ltd. | 90,471 | 97,107 | +6,636 (+7.3%) |
| Stonebridge Financial Group, LLC | 1,051,132 | 1,063,817 | +12,685 (+1.2%) |
| TD Capital Management LLC | 364,346 | 382,953 | +18,607 (+5.1%) |
| EHRLICH FINANCIAL GROUP | 29,660 | 36,097 | +6,437 (+21.7%) |
| SIERRA OCEAN, LLC | 9,055 | 14,207 | +5,152 (+56.9%) |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | 17,511 | 31,570 | +14,059 (+80.3%) |
| MBM Wealth Consultants, LLC | 64,077 | 71,459 | +7,382 (+11.5%) |
| Vise Technologies, Inc. | 20,134 | 147,634 | +127,500 (+633.3%) |
| Rockport Wealth LLC | 5,000 | 19,391 | +14,391 (+287.8%) |
| ABLE Financial Group, LLC | 53,436 | 61,356 | +7,920 (+14.8%) |
| Kuhn & Co Investment Counsel | 12,871 | 15,132 | +2,261 (+17.6%) |
| Milestone Investment Advisors LLC | 38,646 | 43,796 | +5,150 (+13.3%) |
| Summit Financial Consulting LLC | 12,672 | 14,596 | +1,924 (+15.2%) |
| Kelman-Lazarov, Inc. | 134,812 | 138,186 | +3,374 (+2.5%) |
| Capital Asset Advisory Services LLC | 117,588 | 145,371 | +27,783 (+23.6%) |
| Crumly & Associates Inc. | 88,450 | 90,860 | +2,410 (+2.7%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Cedar Point Capital Partners, LLC | 63,063 | 56,387 | -6,676 (-10.6%) |
| UNIQUE WEALTH, LLC | 68,016 | 47,851 | -20,165 (-29.6%) |
| SAGESPRING WEALTH PARTNERS, LLC | 558,429 | 472,897 | -85,532 (-15.3%) |
| Total Clarity Wealth Management, Inc. | 12,901 | 4,913 | -7,988 (-61.9%) |
| Westside Investment Management, Inc. | 69,628 | 64,890 | -4,738 (-6.8%) |
| Integrated Wealth Concepts LLC | 97,553 | 26,651 | -70,902 (-72.7%) |
| INSPIRION WEALTH ADVISORS, LLC | 46,258 | 41,508 | -4,750 (-10.3%) |
| Beaird Harris Wealth Management, LLC | 13,493 | 2,752 | -10,741 (-79.6%) |
| DAVIS R M INC | 72,517 | 39,331 | -33,186 (-45.8%) |
| Skyline Advisors, Inc. | 23,395 | 22,090 | -1,305 (-5.6%) |
| SIGNET FINANCIAL MANAGEMENT, LLC | 34,120 | 29,824 | -4,296 (-12.6%) |
| Oak Wealth Advisors LLC | 16,127 | 15,622 | -505 (-3.1%) |
| Premier Path Wealth Partners, LLC | 23,963 | 21,023 | -2,940 (-12.3%) |
| NewSquare Capital LLC | 27,586 | 24,237 | -3,349 (-12.1%) |
| Quotient Wealth Partners, LLC | 143,445 | 137,720 | -5,725 (-4.0%) |
| MORGAN STANLEY | 3,662,280 | 2,922,726 | -739,554 (-20.2%) |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 788,939 | 724,387 | -64,552 (-8.2%) |
| TITLEIST ASSET MANAGEMENT, LLC | 13,904 | 11,969 | -1,935 (-13.9%) |
| Cetera Investment Advisers | 735,625 | 695,625 | -40,000 (-5.4%) |
| PFG Advisors | 10,738 | 7,569 | -3,169 (-29.5%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Dynasty Wealth Management, LLC | 791,572 | $40,030 |
| Wright Fund Management, LLC | 41,300 | $2,089 |
| G&S Capital LLC | 5,000 | $253 |
| Cyndeo Wealth Partners, LLC | 25,059 | $1,267 |
| Watchman Group, Inc. | 5,540 | $280 |
| FLOW TRADERS U.S. LLC | 54,781 | $3 |
| Family Manage LLC | 7,095 | $359 |
| United Community Bank | 1,860 | $94 |
| Crossmark Global Holdings, Inc. | 8,062 | $408 |
| Newbridge Financial Services Group, Inc. | 640 | $32 |
| IAG Wealth Partners, LLC | 700 | $35 |
| PRINCIPAL SECURITIES, INC. | 794 | $40 |