Ticker: SGVT CUSIP: 808524581 Class: GOVERNMENT MONEY
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| North Berkeley Wealth Management, LLC | 224,587 | $22,568 |
| Addison Capital Co | 91,045 | $9,149 |
| Mascagni Wealth Management, Inc. | 10,421 | $1,047 |
| WealthPlan Investment Management, LLC | 71,131 | $7,148 |
| Valtrion Capital Management, LLC | 4,073 | $409 |
| Worth Asset Management, LLC | 8,713 | $876 |
| Wolfstich Capital, LLC | 315,901 | $316 |
| Tower Research Capital LLC (TRC) | 77,303 | $7,768 |
| Claris Financial LLC | 4,248 | $427 |
| Almanack Investment Partners, LLC. | 6,505 | $654 |
| Vermillion Wealth Management, Inc. | 2,538 | $255 |
| CALTON & ASSOCIATES, INC. | 2,970 | $298 |
| Bleakley Financial Group, LLC | 16,924 | $1,701 |
| Csenge Advisory Group | 6,136 | $617 |
| United Advisor Group, LLC | 2,395 | $241 |
| Hartford Financial Management Inc. | 524 | $53 |
| JANE STREET GROUP, LLC | 101,066 | $10,156 |
| EVERGREEN CAPITAL MANAGEMENT LLC | 2,000 | $201 |
| BNP PARIBAS ARBITRAGE, SA | 2,353 | $236 |
| West Branch Capital LLC | 151 | $15 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| UPTICK PARTNERS, LLC | 28,402 | 144,540 | +116,138 (+408.9%) |
| Encompass More Asset Management | 48,366 | 49,794 | +1,428 (+3.0%) |
| Savant Capital, LLC | 33,766 | 95,081 | +61,315 (+181.6%) |
| WealthShield Partners, LLC | 1,588 | 5,734 | +4,146 (+261.1%) |
| Belpointe Asset Management LLC | 3,912 | 11,665 | +7,753 (+198.2%) |
| Buckingham Strategic Partners | 2,313 | 10,041 | +7,728 (+334.1%) |
| UBS Group AG | 174 | 13,051 | +12,877 (+7400.6%) |
| Foundations Investment Advisors, LLC | 4,626 | 6,608 | +1,982 (+42.8%) |
| OSAIC HOLDINGS, INC. | 652 | 952 | +300 (+46.0%) |
| Sanctuary Advisors, LLC | 2,257 | 2,311 | +54 (+2.4%) |
| HRT FINANCIAL LP | 2,510 | 9,960 | +7,450 (+296.8%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Crumly & Associates Inc. | 16,469 | 13,617 | -2,852 (-17.3%) |
| Luken Investment Analytics, LLC | 15,329 | 14,579 | -750 (-4.9%) |
| McAdam, LLC | 10,654 | 8,421 | -2,233 (-21.0%) |
| JPMORGAN CHASE & CO | 763 | 602 | -161 (-21.1%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Able Wealth Management LLC | 9,939 | $1,000 |
| Spinnaker Investment Group, LLC | 12,977 | $1,306 |
| ROMAN BUTLER FULLERTON & CO | 5,148 | $518 |
| Comprehensive Financial Consultants Institutional, Inc. | 3,562 | $358 |
| Golden State Equity Partners | 5,849 | $589 |
| AssuredPartners Investment Advisors, LLC | 3,316 | $334 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 39,217 | $3,946 |
| MERCER GLOBAL ADVISORS INC /ADV | 6,790 | $683 |
| Farther Finance Advisors, LLC | 1,238 | $125 |
| Johnson Financial Group, Inc. | 245 | $25 |
| GW&K Investment Management, LLC | 258 | $0 |