Ticker: SNVXX CUSIP: 808515613 Class: MMF
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Westside Investment Management, Inc. | 99,850 | $100 |
| Coastwise Capital Group, LLC | 15,208 | $15 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Fairfield Financial Advisors, LTD | 326,936 | 446,093 | +119,157 (+36.4%) |
| Kohmann Bosshard Financial Services, LLC | 2,942,974 | 3,174,603 | +231,629 (+7.9%) |
| Coston, McIsaac & Partners | 41,000 | 396,204 | +355,204 (+866.4%) |
| CCM INVESTMENT ADVISERS LLC | 156,794 | 159,740 | +2,946 (+1.9%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Redwood Wealth Management Group, LLC | 14,637,875 | 14,280,092 | -357,783 (-2.4%) |
| Game Plan Financial Advisors, LLC | 232,755 | 135,308 | -97,447 (-41.9%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| eCIO, Inc. | 555,037 | $555 |
| Trivant Custom Portfolio Group, LLC | 166,177 | $166 |
| Luminist Capital LLC | 53,100 | $53 |
| Vermillion Wealth Management, Inc. | 1,500 | $2 |