CUSIP: 78433H626 Class: FIS BRIGHT PORT
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 3,197,675 | $97,154 |
| JONES FINANCIAL COMPANIES LLLP | 1,105 | $33 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| CREATIVE FINANCIAL DESIGNS INC /ADV | 33,661 | 87,293 | +53,632 (+159.3%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| CreativeOne Wealth, LLC | 3,190,452 | 72,518 | -3,117,934 (-97.7%) |
| Creative Planning | 18,705 | 6,855 | -11,850 (-63.4%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| CITADEL ADVISORS LLC | 7,910 | $235 |
| JPMORGAN CHASE & CO | 304 | $9 |