CUSIP: 836144303 Class: COM SHS OF BEN I
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Uptown Financial Advisors LLC | 6,042 | $276 |
| Colonial Trust Co / SC | 2,608 | $119 |
| Manchester Capital Management LLC | 1,480 | $68 |
| WOLVERINE ASSET MANAGEMENT LLC | 4,341 | $199 |
| AMERIPRISE FINANCIAL INC | 11,653 | $533 |
| Cetera Investment Advisers | 5,243 | $240 |
| Russell Investments Group, Ltd. | 2,603 | $119 |
| Kestra Advisory Services, LLC | 1,863 | $85 |
| AdvisorNet Financial, Inc | 669 | $31 |
| FMR LLC | 1 | $0 |
| Motiv8 Investments LLC | 109 | $0 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| DKM Wealth Management, Inc. | 285,637 | 294,862 | +9,225 (+3.2%) |
| Shaker Financial Services, LLC | 9,251 | 19,324 | +10,073 (+108.9%) |
| Anchor Investment Management, LLC | 31,374 | 31,885 | +511 (+1.6%) |
| RAYMOND JAMES FINANCIAL INC | 45,562 | 50,842 | +5,280 (+11.6%) |
| PECAUT & CO. | 13,165 | 13,311 | +146 (+1.1%) |
| WELLS FARGO & COMPANY/MN | 55,872 | 60,823 | +4,951 (+8.9%) |
| LPL Financial LLC | 18,941 | 22,285 | +3,344 (+17.7%) |
| CARY STREET PARTNERS FINANCIAL LLC | 4,836 | 5,964 | +1,128 (+23.3%) |
| MORGAN STANLEY | 88,913 | 91,963 | +3,050 (+3.4%) |
| Invesco Ltd. | 27,596 | 30,487 | +2,891 (+10.5%) |
| JONES FINANCIAL COMPANIES LLLP | 2,680 | 2,934 | +254 (+9.5%) |
| Kilter Group LLC | 290 | 294 | +4 (+1.4%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Hara Capital LLC | 109,344 | 90,465 | -18,879 (-17.3%) |
| Mesirow Financial Investment Management, Inc. | 77,254 | 37,751 | -39,503 (-51.1%) |
| Chemistry Wealth Management LLC | 25,079 | 20,986 | -4,093 (-16.3%) |
| NWF Advisory Services Inc. | 17,574 | 12,164 | -5,410 (-30.8%) |
| Cornerstone Advisors, LLC | 17,703 | 3,672 | -14,031 (-79.3%) |
| Baltimore-Washington Financial Advisors, Inc. | 17,955 | 14,955 | -3,000 (-16.7%) |
| Capital Investment Counsel, Inc | 10,018 | 9,000 | -1,018 (-10.2%) |
| UBS Group AG | 11,854 | 7,129 | -4,725 (-39.9%) |
| OSAIC HOLDINGS, INC. | 11,392 | 8,761 | -2,631 (-23.1%) |
| NewEdge Advisors, LLC | 7,334 | 5,923 | -1,411 (-19.2%) |
| FIRST TRUST ADVISORS LP | 72,869 | 71,417 | -1,452 (-2.0%) |
| ROYAL BANK OF CANADA | 13,789 | 13,209 | -580 (-4.2%) |
| Private Advisor Group, LLC | 7,275 | 6,819 | -456 (-6.3%) |
| JPMORGAN CHASE & CO | 1,724 | 1,317 | -407 (-23.6%) |
| PARK AVENUE SECURITIES LLC | 15,724 | 15,532 | -192 (-1.2%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Mraz, Amerine & Associates, Inc. | 4,667 | $210 |
| EverSource Wealth Advisors, LLC | 4,916 | $221 |
| Beacon Pointe Advisors, LLC | 8,153 | $367 |
| MATHER GROUP, LLC. | 234 | $11 |
| PRINCIPAL SECURITIES, INC. | 116 | $5 |
| HIGHLINE WEALTH PARTNERS LLC | 60 | $3 |
| CX Institutional | 378 | $0 |