Ticker: SMCO CUSIP: 88636J675 Class: HILTON SMALL-MID
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Hilton Capital Management, LLC | 227,896 | $6,108 |
| GTS SECURITIES LLC | 45,654 | $1,224 |
| LPL Financial LLC | 32,176 | $862 |
| CITADEL ADVISORS LLC | 9,656 | $259 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Crumly & Associates Inc. | 500,765 | 506,124 | +5,359 (+1.1%) |
| Fulton Bank, N.A. | 107,076 | 133,503 | +26,427 (+24.7%) |
| PIER 88 INVESTMENT PARTNERS LLC | 13,100 | 17,500 | +4,400 (+33.6%) |
| &PARTNERS | 147,920 | 188,877 | +40,957 (+27.7%) |
| ENVESTNET ASSET MANAGEMENT INC | 106,337 | 140,627 | +34,290 (+32.2%) |
| OSAIC HOLDINGS, INC. | 48,523 | 63,870 | +15,347 (+31.6%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Visionary Wealth Advisors | 147,987 | 137,471 | -10,516 (-7.1%) |
| Snowden Capital Advisors LLC | 126,111 | 124,071 | -2,040 (-1.6%) |
| COMMONWEALTH EQUITY SERVICES, LLC | 18,635 | 16,997 | -1,638 (-8.8%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| UBS Group AG | 5 | $0 |