Ticker: SEIM CUSIP: 81589A205 Class: ETF
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Yeomans Consulting Group, Inc. | 367,435 | $16,950 |
| Ameritas Advisory Services, LLC | 44,963 | $2,074 |
| FSA Advisors, Inc. | 114,800 | $162 |
| Silver Grove Financial Group, Inc. | 2,341 | $108 |
| Global Retirement Partners, LLC | 66,800 | $3,081 |
| Independent Wealth Network Inc. | 4,857 | $224 |
| SILVER OAK SECURITIES, INCORPORATED | 3,189 | $148 |
| Morton Brown Family Wealth, LLC | 963 | $44 |
| Valmark Advisers, Inc. | 4,821 | $222 |
| Kestra Advisory Services, LLC | 1,081 | $50 |
| JPMORGAN CHASE & CO | 80 | $4 |
| PARK AVENUE SECURITIES LLC | 4,353 | $0 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| SUMMIT WEALTH GROUP LLC / CO | 722 | 1,917,046 | +1,916,324 (+265418.8%) |
| Stark Wealth Management LLC | 48,620 | 59,286 | +10,666 (+21.9%) |
| S&T Bank/PA | 310,134 | 324,959 | +14,825 (+4.8%) |
| Meriwether Wealth & Planning, LLC | 26,145 | 37,192 | +11,047 (+42.3%) |
| Diversified Enterprises, LLC | 22,098 | 42,188 | +20,090 (+90.9%) |
| Lynx Investment Advisory | 17,071 | 18,788 | +1,717 (+10.1%) |
| PETRA FINANCIAL ADVISORS INC | 30,710 | 31,599 | +889 (+2.9%) |
| OSAIC HOLDINGS, INC. | 37,539 | 465,700 | +428,161 (+1140.6%) |
| United Advisor Group, LLC | 33,722 | 36,649 | +2,927 (+8.7%) |
| Csenge Advisory Group | 58,809 | 62,163 | +3,354 (+5.7%) |
| Apella Capital, LLC | 29,232 | 34,997 | +5,765 (+19.7%) |
| Stewardship Advisors, LLC | 20,458 | 20,958 | +500 (+2.4%) |
| Perigon Wealth Management, LLC | 29,258 | 32,175 | +2,917 (+10.0%) |
| Cetera Investment Advisers | 10,675 | 19,037 | +8,362 (+78.3%) |
| CITADEL ADVISORS LLC | 8,923 | 17,514 | +8,591 (+96.3%) |
| Merit Financial Group, LLC | 92,403 | 93,983 | +1,580 (+1.7%) |
| Investmark Advisory Group LLC | 6,369 | 6,512 | +143 (+2.2%) |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 94,248 | 95,542 | +1,294 (+1.4%) |
| LPL Financial LLC | 17,019 | 17,407 | +388 (+2.3%) |
| MORGAN STANLEY | 6,024 | 6,390 | +366 (+6.1%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| K2 Financial Inc. | 104,371 | 103,099 | -1,272 (-1.2%) |
| CAHILL FINANCIAL ADVISORS INC | 52,757 | 46,586 | -6,171 (-11.7%) |
| CALTON & ASSOCIATES, INC. | 11,956 | 6,101 | -5,855 (-49.0%) |
| Turning Point Benefit Group, Inc. | 1,915 | 104 | -1,811 (-94.6%) |
| COMPASS CAPITAL CORP /MA/ /ADV | 28,582 | 28,230 | -352 (-1.2%) |
| EXENCIAL WEALTH ADVISORS, LLC | 52,272 | 46,190 | -6,082 (-11.6%) |
| WPG Advisers, LLC | 4,678 | 4,373 | -305 (-6.5%) |
| Accurate Wealth Management, LLC | 6,394 | 4,872 | -1,522 (-23.8%) |
| UBS Group AG | 9,671 | 235 | -9,436 (-97.6%) |
| TRUIST FINANCIAL CORP | 254,388 | 250,968 | -3,420 (-1.3%) |
| Stratos Wealth Partners, LTD. | 17,586 | 16,028 | -1,558 (-8.9%) |
| ENVESTNET ASSET MANAGEMENT INC | 268,953 | 266,142 | -2,811 (-1.0%) |
| NewEdge Advisors, LLC | 51,343 | 50,689 | -654 (-1.3%) |
| Concurrent Investment Advisors, LLC | 10,888 | 10,442 | -446 (-4.1%) |
| PRINCIPAL SECURITIES, INC. | 15,107 | 14,718 | -389 (-2.6%) |
| ROYAL BANK OF CANADA | 10,272 | 9,885 | -387 (-3.8%) |
| OneAscent Financial Services LLC | 6,310 | 6,152 | -158 (-2.5%) |
| CWM, LLC | 609 | 445 | -164 (-26.9%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| MONECO Advisors, LLC | 4,527 | $206 |
| Larson Financial Group LLC | 2,248 | $102 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 6,524 | $296 |
| HARBOUR INVESTMENTS, INC. | 704 | $32 |
| WELLS FARGO & COMPANY/MN | 901 | $41 |
| Johnson Financial Group, Inc. | 107 | $5 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 60 | $3 |
| EverSource Wealth Advisors, LLC | 1 | $0 |