Ticker: SMCFX CUSIP: 831681820 Class: Mutual Fund
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| ADIRONDACK TRUST CO | 15 | $1 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| KELLEHER FINANCIAL ADVISORS | 778 | 817 | +39 (+5.0%) |
| RICHARDSON FINANCIAL SERVICES INC. | 231 | 242 | +11 (+4.8%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Transce3nd, LLC | 219 | 60 | -159 (-72.6%) |