Ticker: SWVXX CUSIP: 808515605 Class: SWVXX
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Jackson Wealth Management, LLC | 49,935,279 | $49,935 |
| Redwood Wealth Management Group, LLC | 20,416,094 | $20,416 |
| Game Plan Financial Advisors, LLC | 10,573,129 | $10,573 |
| Garton & Associates Financial Advisors LLC | 8,884,561 | $8,885 |
| Coastwise Capital Group, LLC | 6,745,160 | $6,745 |
| Kohmann Bosshard Financial Services, LLC | 5,985,141 | $5,973 |
| Westside Investment Management, Inc. | 4,006,139 | $4,006 |
| Main Management LLC | 2,258,835 | $2 |
| Fortune Financial Group, Inc. | 2,159,040 | $2 |
| Financial Gravity Asset Management, Inc. | 1,631,466 | $1,631 |
| Dale Q Rice Investment Management Ltd | 816,834 | $817 |
| ITHAKA GROUP LLC | 516,424 | $516 |
| Financially Speaking Inc | 220,398 | $220 |
| RFP Financial Group LLC | 114,307 | $114 |
| Private Capital Advisors, Inc. | 28,140 | $28 |
| Coston, McIsaac & Partners | 23,920 | $0 |
| CCM INVESTMENT ADVISERS LLC | 15,013 | $15 |
| Total (17 institutions) | 114,329,880 | $109,881 |