Ticker: SMDV CUSIP: 74347B698 Class: RUSS 2000 DIVD
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| INTEGRITY ALLIANCE, LLC. | 5,370 | $355 |
| Cornerstone Planning Group LLC | 536 | $37 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 15,087 | $997 |
| Fisher Asset Management, LLC | 8,800 | $582 |
| Kestra Advisory Services, LLC | 2,817 | $186 |
| JANE STREET GROUP, LLC | 3,524 | $233 |
| Smallwood Wealth Investment Management, LLC | 136 | $9 |
| Sound Income Strategies, LLC | 397 | $28 |
| Allworth Financial LP | 95 | $6 |
| Lloyd Advisory Services, LLC. | 1 | $0 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Landmark Wealth Management, LLC | 49,419 | 52,392 | +2,973 (+6.0%) |
| ForthRight Wealth Management, LLC | 86,438 | 87,530 | +1,092 (+1.3%) |
| Anson Capital, Inc. | 3,845 | 5,482 | +1,637 (+42.6%) |
| KRAEMATON INVESTMENT ADVISORS, INC | 5,250 | 5,762 | +512 (+9.8%) |
| Gen-Wealth Partners Inc | 8,918 | 9,738 | +820 (+9.2%) |
| PFG Investments, LLC | 17,217 | 19,671 | +2,454 (+14.3%) |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 6,771 | 23,622 | +16,851 (+248.9%) |
| RAYMOND JAMES FINANCIAL INC | 293,716 | 318,276 | +24,560 (+8.4%) |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 15,069 | 16,146 | +1,077 (+7.1%) |
| GOLDMAN SACHS GROUP INC | 11,475 | 23,045 | +11,570 (+100.8%) |
| Baird Financial Group, Inc. | 126,738 | 132,679 | +5,941 (+4.7%) |
| Sanctuary Advisors, LLC | 54,405 | 57,552 | +3,147 (+5.8%) |
| AMERIPRISE FINANCIAL INC | 50,484 | 58,377 | +7,893 (+15.6%) |
| COMMONWEALTH EQUITY SERVICES, LLC | 94,670 | 100,045 | +5,375 (+5.7%) |
| United Asset Strategies, Inc. | 16,564 | 16,908 | +344 (+2.1%) |
| Rockefeller Capital Management L.P. | 11,126 | 12,807 | +1,681 (+15.1%) |
| CITADEL ADVISORS LLC | 11,908 | 13,143 | +1,235 (+10.4%) |
| B. Riley Wealth Advisors, Inc. | 4,819 | 5,198 | +379 (+7.9%) |
| STIFEL FINANCIAL CORP | 47,738 | 48,441 | +703 (+1.5%) |
| JPMORGAN CHASE & CO | 1,328 | 1,821 | +493 (+37.1%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Northwest Financial Advisors | 10,494 | 9,886 | -608 (-5.8%) |
| United Advisor Group, LLC | 48,514 | 33,650 | -14,864 (-30.6%) |
| Arlington Trust Co LLC | 135,073 | 133,613 | -1,460 (-1.1%) |
| TOTH FINANCIAL ADVISORY CORP | 192,530 | 190,502 | -2,028 (-1.1%) |
| Atlas Brown,Inc. | 5,790 | 4,247 | -1,543 (-26.6%) |
| Capital Investment Advisors, LLC | 413,095 | 404,318 | -8,777 (-2.1%) |
| WBI INVESTMENTS, INC. | 11,669 | 10,238 | -1,431 (-12.3%) |
| SMITH, MOORE & CO. | 52,440 | 50,028 | -2,412 (-4.6%) |
| Essex Financial Services, Inc. | 22,017 | 18,776 | -3,241 (-14.7%) |
| GPS Wealth Strategies Group, LLC | 2,202 | 970 | -1,232 (-55.9%) |
| Harvest Investment Services, LLC | 13,316 | 12,512 | -804 (-6.0%) |
| Cetera Investment Advisers | 95,453 | 35,416 | -60,037 (-62.9%) |
| Lewis Asset Management, LLC | 6,847 | 6,496 | -351 (-5.1%) |
| TRUIST FINANCIAL CORP | 112,896 | 85,379 | -27,517 (-24.4%) |
| MORGAN STANLEY | 981,781 | 946,524 | -35,257 (-3.6%) |
| CFS Investment Advisory Services, LLC | 7,840 | 6,859 | -981 (-12.5%) |
| Total Clarity Wealth Management, Inc. | 6,529 | 6,231 | -298 (-4.6%) |
| WELLS FARGO & COMPANY/MN | 311,390 | 293,351 | -18,039 (-5.8%) |
| &PARTNERS | 119,743 | 115,751 | -3,992 (-3.3%) |
| LPL Financial LLC | 265,807 | 250,215 | -15,592 (-5.9%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Key Client Fiduciary Advisors, LLC | 5,917 | $394 |
| MWA Asset Management | 3,591 | $239 |
| Advisory Services Network, LLC | 552 | $37 |
| Ameritas Advisory Services, LLC | 344 | $23 |
| PRINCIPAL SECURITIES, INC. | 481 | $32 |
| Wealthspire Advisors, LLC | 435 | $29 |