Ticker: SEPI CUSIP: 78410K667 Class: SHELTON EQT PRE
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Investment Planning Advisors, Inc. | 71,908 | $1,892 |
| Golden State Equity Partners | 10,550 | $278 |
| DHJJ Financial Advisors, Ltd. | 16 | $0 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Good Steward Wealth Advisors,LLC | 397,501 | 410,337 | +12,836 (+3.2%) |
| SHELTON CAPITAL MANAGEMENT | 351,145 | 1,452,500 | +1,101,355 (+313.6%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| BANK OF AMERICA CORP /DE/ | 316 | $8 |