On this page, we present all of the funds holding SPSB from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding SPSB, with a link to that fund's top holdings. The next columns indicate the amount of SPSB stock held by each of the funds holding SPSB, followed by the SPSB position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 535 funds holding SPSB within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Creative Planning. For more details on the positions held by Creative Planning (or by any of the other funds holding SPSB), click the fund name in the "Holder" column of the funds-holding-SPSB table below.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Creative Planning | 24,288,400 | $723,309 | 12/31/2023 |
SPSB | 24,288,400 | $723,309 | 12/31/2023 |
JPMorgan Chase & Co. | 7,994,596 | $238,079 | 12/31/2023 |
SPSB | 7,994,596 | $238,079 | 12/31/2023 |
Envestnet Asset Management Inc. | 5,842,879 | $174,001 | 12/31/2023 |
SPSB | 5,842,879 | $174,001 | 12/31/2023 |
Valmark Advisers Inc. | 5,617,372 | $167,285 | 12/31/2023 |
SPSB | 5,617,372 | $167,285 | 12/31/2023 |
Bank of America Corp DE | 5,412,836 | $161,194 | 12/31/2023 |
SPSB | 5,412,836 | $161,194 | 12/31/2023 |
Morgan Stanley | 5,213,256 | $155,251 | 12/31/2023 |
SPSB | 5,213,256 | $155,251 | 12/31/2023 |
LPL Financial LLC | 5,096,641 | $151,778 | 12/31/2023 |
SPSB | 5,096,641 | $151,778 | 12/31/2023 |
Baird Financial Group Inc. | 3,411,776 | $101,603 | 12/31/2023 |
SPSB | 3,411,776 | $101,603 | 12/31/2023 |
Fisher Asset Management LLC | 3,060,443 | $91,140 | 12/31/2023 |
SPSB | 3,060,443 | $91,140 | 12/31/2023 |
State Street Corp | 2,618,002 | $77,964 | 12/31/2023 |
SPSB | 2,618,002 | $77,964 | 12/31/2023 |
Huntington National Bank | 2,536,541 | $75,538 | 12/31/2023 |
SPSB | 2,536,541 | $75,538 | 12/31/2023 |
TIAA Trust National Association | 2,219,669 | $66,102 | 12/31/2023 |
SPSB | 2,219,669 | $66,102 | 12/31/2023 |
RiverFront Investment Group LLC | 2,213,786 | $65,926 | 12/31/2023 |
SPSB | 2,213,786 | $65,926 | 12/31/2023 |
Wells Fargo & Company MN | 2,175,613 | $64,790 | 12/31/2023 |
SPSB | 2,175,613 | $64,790 | 12/31/2023 |
Renaissance Technologies LLC | 2,094,300 | $62,368 | 12/31/2023 |
SPSB | 2,094,300 | $62,368 | 12/31/2023 |
UBS Group AG | 2,083,337 | $62,042 | 12/31/2023 |
SPSB | 2,083,337 | $62,042 | 12/31/2023 |
Destination Wealth Management | 2,059,166 | $61,322 | 12/31/2023 |
SPSB | 2,059,166 | $61,322 | 12/31/2023 |
Litman Gregory Asset Management LLC | 1,940,693 | $57,794 | 12/31/2023 |
SPSB | 1,940,693 | $57,794 | 12/31/2023 |
Goldman Sachs Group Inc. | 1,887,649 | $56,214 | 12/31/2023 |
SPSB | 1,887,649 | $56,214 | 12/31/2023 |
MCF Advisors LLC | 1,815,678 | $54,053 | 03/31/2024 |
SPSB | 1,815,678 | $54,053 | 03/31/2024 |
The PNC Financial Services Group Inc. | 1,710,943 | $50,952 | 12/31/2023 |
SPSB | 1,710,943 | $50,952 | 12/31/2023 |
Townsquare Capital LLC | 1,670,467 | $49,747 | 12/31/2023 |
SPSB | 1,670,467 | $49,747 | 12/31/2023 |
Ameriprise Financial Inc. | 1,562,932 | $46,557 | 12/31/2023 |
SPSB | 1,562,932 | $46,557 | 12/31/2023 |
Allstate Corp | 1,551,615 | $46,207 | 12/31/2023 |
SPSB | 1,551,615 | $46,207 | 12/31/2023 |
Rodgers & Associates LTD | 1,381,127 | $41,130 | 12/31/2023 |
SPSB | 1,381,127 | $41,130 | 12/31/2023 |
Bank of New York Mellon Corp | 1,324,341 | $39,426 | 03/31/2024 |
SPSB | 1,324,341 | $39,426 | 03/31/2024 |
Relative Value Partners Group LLC | 1,240,821 | $36,952 | 12/31/2023 |
SPSB | 1,240,821 | $36,952 | 12/31/2023 |
Advisor Group Holdings Inc. | 1,182,272 | $35,210 | 12/31/2023 |
SPSB | 1,182,272 | $35,210 | 12/31/2023 |
Baystate Wealth Management LLC | 1,150,949 | $34,275 | 12/31/2023 |
SPSB | 1,150,949 | $34,275 | 12/31/2023 |
Buckingham Capital Management Inc. | 1,138,581 | $33,896 | 03/31/2024 |
SPSB | 1,138,581 | $33,896 | 03/31/2024 |
Red Cedar Investment Management LLC | 1,084,357 | $32,281 | 03/31/2024 |
SPSB | 1,084,357 | $32,281 | 03/31/2024 |
AE Wealth Management LLC | 1,062,387 | $31,702 | 12/31/2023 |
SPSB | 1,062,387 | $31,702 | 12/31/2023 |
Bank of Nova Scotia | 1,041,900 | $31,001 | 12/31/2023 |
SPSB | 1,041,900 | $31,001 | 12/31/2023 |
Concord Wealth Partners | 1,035,565 | $30,839 | 12/31/2023 |
SPSB | 1,035,565 | $30,839 | 12/31/2023 |
Holt Capital Advisors L.L.C. dba Holt Capital Partners L.P. | 1,017,101 | $30,289 | 12/31/2023 |
SPSB | 1,017,101 | $30,289 | 12/31/2023 |
Strategic Point Investment Advisors LLC | 970,347 | $28,897 | 12/31/2023 |
SPSB | 970,347 | $28,897 | 12/31/2023 |
Gemmer Asset Management LLC | 864,579 | $25,739 | 03/31/2024 |
SPSB | 864,579 | $25,739 | 03/31/2024 |
Willow Creek Wealth Management Inc. | 863,285 | $25,709 | 12/31/2023 |
SPSB | 863,285 | $25,709 | 12/31/2023 |
Allspring Global Investments Holdings LLC | 847,800 | $25,239 | 03/31/2024 |
SPSB | 847,800 | $25,239 | 03/31/2024 |
Royal Bank of Canada | 845,705 | $25,185 | 12/31/2023 |
SPSB | 845,705 | $25,185 | 12/31/2023 |
Flagstone Financial Management | 802,849 | $23,909 | 12/31/2023 |
SPSB | 802,849 | $23,909 | 12/31/2023 |
Walker Financial Services Inc. | 768,154 | $22,868 | 03/31/2024 |
SPSB | 768,154 | $22,868 | 03/31/2024 |
Arkansas Financial Group Inc. | 728,852 | $21,698 | 03/31/2024 |
SPSB | 728,852 | $21,698 | 03/31/2024 |
Capital Wealth Management LLC | 718,366 | $21,386 | 03/31/2024 |
SPSB | 718,366 | $21,386 | 03/31/2024 |
Creative Financial Designs Inc. ADV | 706,035 | $21,026 | 12/31/2023 |
SPSB | 706,035 | $21,026 | 12/31/2023 |
Banco Santander S.A. | 697,236 | $20,764 | 12/31/2023 |
SPSB | 697,236 | $20,764 | 12/31/2023 |
BIP Wealth LLC | 687,629 | $20,478 | 12/31/2023 |
SPSB | 687,629 | $20,478 | 12/31/2023 |
Cedar Mountain Advisors LLC | 672,572 | $20,022 | 03/31/2024 |
SPSB | 672,572 | $20,022 | 03/31/2024 |
Winthrop Capital Management LLC | 667,077 | $19,866 | 12/31/2023 |
SPSB | 667,077 | $19,866 | 12/31/2023 |
Hudson Valley Investment Advisors Inc. ADV | 645,112 | $19,205 | 03/31/2024 |
SPSB | 645,112 | $19,205 | 03/31/2024 |
Cherry Tree Wealth Management LLC | 630,648 | $18,781 | 12/31/2023 |
SPSB | 630,648 | $18,781 | 12/31/2023 |
US Bancorp DE | 624,471 | $18,597 | 12/31/2023 |
SPSB | 624,471 | $18,597 | 12/31/2023 |
CoreCap Advisors LLC | 603,929 | $17,985 | 12/31/2023 |
SPSB | 603,929 | $17,985 | 12/31/2023 |
StrategIQ Financial Group LLC | 597,611 | $17,797 | 12/31/2023 |
SPSB | 597,611 | $17,797 | 12/31/2023 |
Mariner LLC | 594,601 | $17,707 | 12/31/2023 |
SPSB | 594,601 | $17,707 | 12/31/2023 |
Cetera Advisor Networks LLC | 580,193 | $17,278 | 12/31/2023 |
SPSB | 580,193 | $17,278 | 12/31/2023 |
Raymond James Financial Services Advisors Inc. | 567,089 | $16,882 | 03/31/2024 |
SPSB | 567,089 | $16,882 | 03/31/2024 |
Private Advisor Group LLC | 562,383 | $16,748 | 12/31/2023 |
SPSB | 562,383 | $16,748 | 12/31/2023 |
Manning & Napier Group LLC | 557,178 | $16,587 | 03/31/2024 |
SPSB | 557,178 | $16,587 | 03/31/2024 |
Occidental Asset Management LLC | 547,414 | $16,297 | 03/31/2024 |
SPSB | 547,414 | $16,297 | 03/31/2024 |
Charles Schwab Investment Management Inc. | 545,177 | $16,235 | 12/31/2023 |
SPSB | 545,177 | $16,235 | 12/31/2023 |
Meiji Yasuda Life Insurance Co | 530,500 | $15,798 | 12/31/2023 |
SPSB | 530,500 | $15,798 | 12/31/2023 |
Smithfield Trust Co. | 527,809 | $15,712 | 12/31/2023 |
SPSB | 527,809 | $15,712 | 12/31/2023 |
Truist Financial Corp | 512,148 | $15,252 | 12/31/2023 |
SPSB | 512,148 | $15,252 | 12/31/2023 |
Cohen & Steers Inc. | 502,348 | $14,960 | 12/31/2023 |
SPSB | 502,348 | $14,960 | 12/31/2023 |
Dynamic Advisor Solutions LLC | 479,921 | $14,287 | 03/31/2024 |
SPSB | 479,921 | $14,287 | 03/31/2024 |
Envestnet Portfolio Solutions Inc. | 475,237 | $14,153 | 12/31/2023 |
SPSB | 475,237 | $14,153 | 12/31/2023 |
Mirae Asset Global Investments Co. Ltd. | 475,080 | $14,148 | 12/31/2023 |
SPSB | 475,080 | $14,148 | 12/31/2023 |
Hardy Reed LLC | 466,852 | $13,903 | 12/31/2023 |
SPSB | 466,852 | $13,903 | 12/31/2023 |
Whitcomb & Hess Inc. | 463,812 | $13,808 | 03/31/2024 |
SPSB | 463,812 | $13,808 | 03/31/2024 |
Trilogy Capital Inc. | 459,805 | $13,688 | 03/31/2024 |
SPSB | 459,805 | $13,688 | 03/31/2024 |
Coulter & Justus Financial Services LLC | 458,842 | $13,664 | 12/31/2023 |
SPSB | 458,842 | $13,664 | 12/31/2023 |
Windham Capital Management LLC | 411,542 | $12,256 | 12/31/2023 |
SPSB | 411,542 | $12,256 | 12/31/2023 |
Obsidian Personal Planning Solutions LLC | 402,982 | $12,001 | 12/31/2023 |
SPSB | 402,982 | $12,001 | 12/31/2023 |
RWM Asset Management LLC | 392,744 | $11,692 | 03/31/2024 |
SPSB | 392,744 | $11,692 | 03/31/2024 |
Kingsview Wealth Management LLC | 387,901 | $11,552 | 12/31/2023 |
SPSB | 387,901 | $11,552 | 12/31/2023 |
Wealth Enhancement Advisory Services LLC | 385,004 | $11,462 | 03/31/2024 |
SPSB | 385,004 | $11,462 | 03/31/2024 |
Susquehanna International Group LLP | 382,821 | $11,400 | 12/31/2023 |
SPSB | 382,821 | $11,400 | 12/31/2023 |
M Holdings Securities Inc. | 382,631 | $11,395 | 12/31/2023 |
SPSB | 382,631 | $11,395 | 12/31/2023 |
Revisor Wealth Management LLC | 379,981 | $11,314 | 03/31/2024 |
SPSB | 379,981 | $11,314 | 03/31/2024 |
Cornerstone Management Inc. | 372,640 | $11,097 | 12/31/2023 |
SPSB | 372,640 | $11,097 | 12/31/2023 |
Kraft Davis & Associates LLC | 352,117 | $10,509 | 12/31/2023 |
SPSB | 352,117 | $10,509 | 12/31/2023 |
Pinnacle Financial Partners Inc. | 336,055 | $10,008 | 12/31/2023 |
SPSB | 336,055 | $10,008 | 12/31/2023 |
Avantax Advisory Services Inc. | 335,876 | $10,002 | 12/31/2023 |
SPSB | 335,876 | $10,002 | 12/31/2023 |
Janney Montgomery Scott LLC | 333,780 | $9,940 | 12/31/2023 |
SPSB | 333,780 | $9,940 | 12/31/2023 |
CWM LLC | 325,873 | $9,701 | 03/31/2024 |
SPSB | 325,873 | $9,701 | 03/31/2024 |
Rogco LP | 325,181 | $9,684 | 12/31/2023 |
SPSB | 325,181 | $9,684 | 12/31/2023 |
Horizon Investments LLC | 318,681 | $9,490 | 12/31/2023 |
SPSB | 318,681 | $9,490 | 12/31/2023 |
Deutsche Bank AG | 315,502 | $9,396 | 12/31/2023 |
SPSB | 315,502 | $9,396 | 12/31/2023 |
Geneos Wealth Management Inc. | 309,899 | $9,229 | 12/31/2023 |
SPSB | 309,899 | $9,229 | 12/31/2023 |
Great Point Wealth Advisors LLC | 307,504 | $9,157 | 12/31/2023 |
SPSB | 307,504 | $9,157 | 12/31/2023 |
Change Path LLC | 305,929 | $9,111 | 12/31/2023 |
SPSB | 305,929 | $9,111 | 12/31/2023 |
RFG Advisory LLC | 289,610 | $8,622 | 03/31/2024 |
SPSB | 289,610 | $8,622 | 03/31/2024 |
DLK Investment Management LLC | 285,971 | $8,513 | 03/31/2024 |
SPSB | 285,971 | $8,513 | 03/31/2024 |
Advisory Services Network LLC | 281,301 | $8,377 | 12/31/2023 |
SPSB | 281,301 | $8,377 | 12/31/2023 |
Clark Capital Management Group Inc. | 278,407 | $8,291 | 12/31/2023 |
SPSB | 278,407 | $8,291 | 12/31/2023 |
Fairview Capital Investment Management LLC | 277,884 | $8,275 | 12/31/2023 |
SPSB | 277,884 | $8,275 | 12/31/2023 |
Sweet Financial Partners LLC | 267,636 | $7,968 | 03/31/2024 |
SPSB | 267,636 | $7,968 | 03/31/2024 |
Courier Capital LLC | 262,296 | $7,809 | 03/31/2024 |
SPSB | 262,296 | $7,809 | 03/31/2024 |
Systelligence LLC | 259,780 | $7,734 | 03/31/2024 |
SPSB | 259,780 | $7,734 | 03/31/2024 |
Beacon Harbor Wealth Advisors Inc. | 256,618 | $7,642 | 12/31/2023 |
SPSB | 256,618 | $7,642 | 12/31/2023 |
Vista Investment Management | 256,246 | $7,631 | 12/31/2023 |
SPSB | 256,246 | $7,631 | 12/31/2023 |
FDx Advisors Inc. | 246,215 | $7,332 | 12/31/2023 |
SPSB | 246,215 | $7,332 | 12/31/2023 |
NewSquare Capital LLC | 242,755 | $7,229 | 12/31/2023 |
SPSB | 242,755 | $7,229 | 12/31/2023 |
Truefg LLC | 241,047 | $7,176 | 03/31/2024 |
SPSB | 241,047 | $7,176 | 03/31/2024 |
Horizon Financial Services LLC | 240,052 | $7,146 | 03/31/2024 |
SPSB | 240,052 | $7,146 | 03/31/2024 |
Municipal Employees Retirement System of Michigan | 239,775 | $7,138 | 03/31/2024 |
SPSB | 239,775 | $7,138 | 03/31/2024 |
Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 230,016 | $6,850 | 12/31/2023 |
SPSB | 230,016 | $6,850 | 12/31/2023 |
Hilltop Holdings Inc. | 229,511 | $6,835 | 12/31/2023 |
SPSB | 229,511 | $6,835 | 12/31/2023 |
Bailard Inc. | 228,954 | $6,818 | 12/31/2023 |
SPSB | 228,954 | $6,818 | 12/31/2023 |
Pineridge Advisors LLC | 226,780 | $6,754 | 12/31/2023 |
SPSB | 226,780 | $6,754 | 12/31/2023 |
DAGCO Inc. | 223,515 | $6,656 | 12/31/2023 |
SPSB | 223,515 | $6,656 | 12/31/2023 |
Dynamic Wealth Strategies LLC | 223,515 | $6,656 | 12/31/2023 |
SPSB | 223,515 | $6,656 | 12/31/2023 |
Mascoma Wealth Management LLC | 219,593 | $6,539 | 12/31/2023 |
SPSB | 219,593 | $6,539 | 12/31/2023 |
Capital Insight Partners LLC | 213,180 | $6,346 | 03/31/2024 |
SPSB | 213,180 | $6,346 | 03/31/2024 |
Wrapmanager Inc. | 210,546 | $6,270 | 12/31/2023 |
SPSB | 210,546 | $6,270 | 12/31/2023 |
MML Investors Services LLC | 206,281 | $6,143 | 12/31/2023 |
SPSB | 206,281 | $6,143 | 12/31/2023 |
Allen Investment Management LLC | 204,584 | $6,093 | 12/31/2023 |
SPSB | 204,584 | $6,093 | 12/31/2023 |
Martin Capital Partners LLC | 197,459 | $5,878 | 03/31/2024 |
SPSB | 197,459 | $5,878 | 03/31/2024 |
Iron Financial LLC | 197,074 | $5,867 | 03/31/2024 |
SPSB | 197,074 | $5,867 | 03/31/2024 |
Marshall Wace LLP | 189,900 | $5,655 | 12/31/2023 |
SPSB | 189,900 | $5,655 | 12/31/2023 |
Delta Asset Management LLC TN | 188,410 | $5,611 | 12/31/2023 |
SPSB | 188,410 | $5,611 | 12/31/2023 |
Buck Wealth Strategies LLC | 186,698 | $5,560 | 12/31/2023 |
SPSB | 186,698 | $5,560 | 12/31/2023 |
Cambridge Investment Research Advisors Inc. | 176,347 | $5,250 | 03/31/2024 |
SPSB | 176,347 | $5,250 | 03/31/2024 |
IHT Wealth Management LLC | 173,330 | $5,162 | 12/31/2023 |
SPSB | 173,330 | $5,162 | 12/31/2023 |
EP Wealth Advisors LLC | 172,261 | $5,130 | 12/31/2023 |
SPSB | 172,261 | $5,130 | 12/31/2023 |
Stifel Financial Corp | 165,949 | $4,942 | 12/31/2023 |
SPSB | 165,949 | $4,942 | 12/31/2023 |
Auour Investments LLC | 164,633 | $4,909 | 12/31/2023 |
SPSB | 164,633 | $4,909 | 12/31/2023 |
Probity Advisors Inc. | 160,938 | $4,793 | 12/31/2023 |
SPSB | 160,938 | $4,793 | 12/31/2023 |
Hirtle Callaghan & Co LLC | 158,525 | $4,721 | 12/31/2023 |
SPSB | 158,525 | $4,721 | 12/31/2023 |
Commonwealth Equity Services LLC | 156,037 | $4,647 | 12/31/2023 |
SPSB | 156,037 | $4,647 | 12/31/2023 |
Parallel Advisors LLC | 156,040 | $4,647 | 12/31/2023 |
SPSB | 156,040 | $4,647 | 12/31/2023 |
Cabot Wealth Management Inc. | 155,901 | $4,643 | 12/31/2023 |
SPSB | 155,901 | $4,643 | 12/31/2023 |
Good Life Advisors LLC | 155,382 | $4,627 | 12/31/2023 |
SPSB | 155,382 | $4,627 | 12/31/2023 |
Rosenberg Matthew Hamilton | 155,957 | $4,619 | 03/31/2024 |
SPSB | 155,957 | $4,619 | 03/31/2024 |
Bartlett & Co. LLC | 151,582 | $4,513 | 12/31/2023 |
SPSB | 151,582 | $4,513 | 12/31/2023 |
Bartlett & CO. Wealth Management LLC | 151,582 | $4,513 | 12/31/2023 |
SPSB | 151,582 | $4,513 | 12/31/2023 |
HBW Advisory Services LLC | 149,242 | $4,444 | 03/31/2024 |
SPSB | 149,242 | $4,444 | 03/31/2024 |
Richard W. Paul & Associates LLC | 145,926 | $4,346 | 12/31/2023 |
SPSB | 145,926 | $4,346 | 12/31/2023 |
Signet Financial Management LLC | 144,813 | $4,311 | 03/31/2024 |
SPSB | 144,813 | $4,311 | 03/31/2024 |
Jane Street Group LLC | 142,610 | $4,247 | 12/31/2023 |
SPSB | 142,610 | $4,247 | 12/31/2023 |
Advocacy Wealth Management Services LLC | 142,628 | $4,246 | 03/31/2024 |
SPSB | 142,628 | $4,246 | 03/31/2024 |
GWM Advisors LLC | 142,116 | $4,234 | 12/31/2023 |
SPSB | 142,116 | $4,234 | 12/31/2023 |
Eukles Asset Management | 137,365 | $4,091 | 12/31/2023 |
SPSB | 137,365 | $4,091 | 12/31/2023 |
Silver Lake Advisory LLC | 137,155 | $4,083 | 03/31/2024 |
SPSB | 137,155 | $4,083 | 03/31/2024 |
CI Private Wealth LLC | 136,761 | $4,073 | 12/31/2023 |
SPSB | 136,761 | $4,073 | 12/31/2023 |
Impact Partnership Wealth LLC | 135,519 | $4,036 | 12/31/2023 |
SPSB | 135,519 | $4,036 | 12/31/2023 |
HighTower Advisors LLC | 134,541 | $4,009 | 12/31/2023 |
SPSB | 134,541 | $4,009 | 12/31/2023 |
Cetera Investment Advisers | 133,286 | $3,969 | 12/31/2023 |
SPSB | 133,286 | $3,969 | 12/31/2023 |
Cetera Advisors LLC | 132,281 | $3,939 | 12/31/2023 |
SPSB | 132,281 | $3,939 | 12/31/2023 |
ADE LLC | 131,631 | $3,919 | 03/31/2024 |
SPSB | 131,631 | $3,919 | 03/31/2024 |
Prospera Financial Services Inc | 130,386 | $3,883 | 12/31/2023 |
SPSB | 130,386 | $3,883 | 12/31/2023 |
Parsons Capital Management Inc. RI | 124,469 | $3,705 | 03/31/2024 |
SPSB | 124,469 | $3,705 | 03/31/2024 |
Kestra Advisory Services LLC | 122,027 | $3,634 | 12/31/2023 |
SPSB | 122,027 | $3,634 | 12/31/2023 |
Parcion Private Wealth LLC | 120,673 | $3,592 | 03/31/2024 |
SPSB | 120,673 | $3,592 | 03/31/2024 |
Money Design Co. Ltd. | 120,194 | $3,578 | 03/31/2024 |
SPSB | 120,194 | $3,578 | 03/31/2024 |
Thrive Capital Management LLC | 118,819 | $3,538 | 12/31/2023 |
SPSB | 118,819 | $3,538 | 12/31/2023 |
Wayfinding Financial LLC | 118,703 | $3,534 | 12/31/2023 |
SPSB | 118,703 | $3,534 | 12/31/2023 |
Arete Wealth Advisors LLC | 116,691 | $3,475 | 12/31/2023 |
SPSB | 116,691 | $3,475 | 12/31/2023 |
Badgley Phelps Wealth Managers LLC | 116,200 | $3,460 | 12/31/2023 |
SPSB | 116,200 | $3,460 | 12/31/2023 |
N.E.W. Advisory Services LLC | 116,080 | $3,456 | 03/31/2024 |
SPSB | 116,080 | $3,456 | 03/31/2024 |
Merit Financial Group LLC | 114,209 | $3,401 | 12/31/2023 |
SPSB | 114,209 | $3,401 | 12/31/2023 |
Eagle Global Advisors LLC | 113,000 | $3,365 | 12/31/2023 |
SPSB | 113,000 | $3,365 | 12/31/2023 |
PFG Investments LLC | 112,962 | $3,363 | 03/31/2024 |
SPSB | 112,962 | $3,363 | 03/31/2024 |
Raymond James & Associates | 112,457 | $3,348 | 03/31/2024 |
SPSB | 112,457 | $3,348 | 03/31/2024 |
Garrett Investment Advisors LLC | 111,705 | $3,325 | 03/31/2024 |
SPSB | 111,705 | $3,325 | 03/31/2024 |
Compass Financial Group Inc. | 111,587 | $3,323 | 12/31/2023 |
SPSB | 111,587 | $3,323 | 12/31/2023 |
Total Wealth Planning LLC | 109,351 | $3,255 | 03/31/2024 |
SPSB | 109,351 | $3,255 | 03/31/2024 |
VisionPoint Advisory Group LLC | 109,202 | $3,252 | 12/31/2023 |
SPSB | 109,202 | $3,252 | 12/31/2023 |
We Are One Seven LLC | 108,382 | $3,228 | 12/31/2023 |
SPSB | 108,382 | $3,228 | 12/31/2023 |
Continuum Advisory LLC | 103,889 | $3,094 | 12/31/2023 |
SPSB | 103,889 | $3,094 | 12/31/2023 |
Stephens Inc. AR | 102,041 | $3,039 | 12/31/2023 |
SPSB | 102,041 | $3,039 | 12/31/2023 |
Elevated Capital Advisors LLC | 101,355 | $3,017 | 03/31/2024 |
SPSB | 101,355 | $3,017 | 03/31/2024 |
Steward Partners Investment Advisory LLC | 100,517 | $2,993 | 12/31/2023 |
SPSB | 100,517 | $2,993 | 12/31/2023 |
Atria Investments LLC | 99,735 | $2,970 | 12/31/2023 |
SPSB | 99,735 | $2,970 | 12/31/2023 |
Proequities Inc. | 99,206 | $2,954 | 12/31/2023 |
SPSB | 99,206 | $2,954 | 12/31/2023 |
Connectus Wealth LLC | 99,025 | $2,949 | 12/31/2023 |
SPSB | 99,025 | $2,949 | 12/31/2023 |
Stratos Wealth Partners LTD. | 98,923 | $2,945 | 03/31/2024 |
SPSB | 98,923 | $2,945 | 03/31/2024 |
Kovitz Investment Group Partners LLC | 98,508 | $2,934 | 12/31/2023 |
SPSB | 98,508 | $2,934 | 12/31/2023 |
Orin Green Financial LLC | 97,631 | $2,907 | 12/31/2023 |
SPSB | 97,631 | $2,907 | 12/31/2023 |
Guggenheim Capital LLC | 97,317 | $2,898 | 12/31/2023 |
SPSB | 97,317 | $2,898 | 12/31/2023 |
Equitable Holdings Inc. | 96,450 | $2,872 | 12/31/2023 |
SPSB | 96,450 | $2,872 | 12/31/2023 |
Atria Wealth Solutions Inc. | 95,198 | $2,835 | 12/31/2023 |
SPSB | 95,198 | $2,835 | 12/31/2023 |
Staley Capital Advisers Inc. | 95,165 | $2,834 | 12/31/2023 |
SPSB | 95,165 | $2,834 | 12/31/2023 |
All Terrain Financial Advisors LLC | 94,672 | $2,819 | 12/31/2023 |
SPSB | 94,672 | $2,819 | 12/31/2023 |
Consolidated Portfolio Review Corp | 94,044 | $2,801 | 12/31/2023 |
SPSB | 94,044 | $2,801 | 12/31/2023 |
Capstone Wealth Management Group LLC | 93,998 | $2,798 | 03/31/2024 |
SPSB | 93,998 | $2,798 | 03/31/2024 |
HM Payson & Co. | 92,118 | $2,743 | 12/31/2023 |
SPSB | 92,118 | $2,743 | 12/31/2023 |
Elwood & Goetz Wealth Advisory Group LLC | 91,526 | $2,725 | 03/31/2024 |
SPSB | 91,526 | $2,725 | 03/31/2024 |
Portside Wealth Group LLC | 91,438 | $2,722 | 03/31/2024 |
SPSB | 91,438 | $2,722 | 03/31/2024 |
Nations Financial Group Inc. IA ADV | 90,118 | $2,683 | 03/31/2024 |
SPSB | 90,118 | $2,683 | 03/31/2024 |
Whittier Trust Co. | 89,714 | $2,671 | 12/31/2023 |
SPSB | 89,714 | $2,671 | 12/31/2023 |
Park Avenue Securities LLC | 89,552 | $2,666 | 03/31/2024 |
SPSB | 89,552 | $2,666 | 03/31/2024 |
Ameritas Advisory Services LLC | 89,005 | $2,651 | 12/31/2023 |
SPSB | 89,005 | $2,651 | 12/31/2023 |
Windward Private Wealth Management Inc. | 87,389 | $2,602 | 12/31/2023 |
SPSB | 87,389 | $2,602 | 12/31/2023 |
Levy Wealth Management Group LLC | 87,259 | $2,599 | 03/31/2024 |
SPSB | 87,259 | $2,599 | 03/31/2024 |
Gladstone Institutional Advisory LLC | 87,288 | $2,599 | 12/31/2023 |
SPSB | 87,288 | $2,599 | 12/31/2023 |
Rockwood Wealth Management LLC | 85,991 | $2,560 | 03/31/2024 |
SPSB | 85,991 | $2,560 | 03/31/2024 |
Northwestern Mutual Wealth Management Co. | 85,659 | $2,551 | 12/31/2023 |
SPSB | 85,659 | $2,551 | 12/31/2023 |
Channel Wealth LLC | 85,468 | $2,544 | 03/31/2024 |
SPSB | 85,468 | $2,544 | 03/31/2024 |
Zacks Investment Management | 85,370 | $2,542 | 12/31/2023 |
SPSB | 85,370 | $2,542 | 12/31/2023 |
DGS Capital Management LLC | 84,688 | $2,521 | 03/31/2024 |
SPSB | 84,688 | $2,521 | 03/31/2024 |
All Season Financial Advisors Inc. | 82,989 | $2,471 | 03/31/2024 |
SPSB | 82,989 | $2,471 | 03/31/2024 |
Financial Advocates Investment Management | 82,783 | $2,465 | 12/31/2023 |
SPSB | 82,783 | $2,465 | 12/31/2023 |
Transatlantique Private Wealth LLC | 81,288 | $2,421 | 12/31/2023 |
SPSB | 81,288 | $2,421 | 12/31/2023 |
Wescott Financial Advisory Group LLC | 80,218 | $2,389 | 12/31/2023 |
SPSB | 80,218 | $2,389 | 12/31/2023 |
Argent Trust Co | 79,924 | $2,380 | 12/31/2023 |
SPSB | 79,924 | $2,380 | 12/31/2023 |
Gould Asset Management LLC CA | 76,845 | $2,288 | 12/31/2023 |
SPSB | 76,845 | $2,288 | 12/31/2023 |
Great Valley Advisor Group Inc. | 76,012 | $2,263 | 12/31/2023 |
SPSB | 76,012 | $2,263 | 12/31/2023 |
RiverGlades Family Offices LLC | 75,342 | $2,243 | 12/31/2023 |
SPSB | 75,342 | $2,243 | 12/31/2023 |
DAVENPORT & Co LLC | 73,350 | $2,184 | 12/31/2023 |
SPSB | 73,350 | $2,184 | 12/31/2023 |
Larson Financial Group LLC | 72,497 | $2,159 | 12/31/2023 |
SPSB | 72,497 | $2,159 | 12/31/2023 |
Wellington Wealth Strategies LLC. | 72,409 | $2,156 | 12/31/2023 |
SPSB | 72,409 | $2,156 | 12/31/2023 |
Laraway Financial Inc | 71,638 | $2,133 | 12/31/2023 |
SPSB | 71,638 | $2,133 | 12/31/2023 |
Boston Standard Wealth Management LLC | 70,847 | $2,109 | 03/31/2024 |
SPSB | 70,847 | $2,109 | 03/31/2024 |
Jacobi Capital Management LLC | 70,481 | $2,099 | 12/31/2023 |
SPSB | 70,481 | $2,099 | 12/31/2023 |
GeoWealth Management LLC | 70,393 | $2,096 | 12/31/2023 |
SPSB | 70,393 | $2,096 | 12/31/2023 |
Mutual Advisors LLC | 68,442 | $2,038 | 12/31/2023 |
SPSB | 68,442 | $2,038 | 12/31/2023 |
CSM Advisors LLC | 68,100 | $2,028 | 12/31/2023 |
SPSB | 68,100 | $2,028 | 12/31/2023 |
NSI Retail Advisors LLC | 68,100 | $2,028 | 12/31/2023 |
SPSB | 68,100 | $2,028 | 12/31/2023 |
Apollon Wealth Management LLC | 67,151 | $2,000 | 12/31/2023 |
SPSB | 67,151 | $2,000 | 12/31/2023 |
Mercer Global Advisors Inc. ADV | 66,967 | $1,994 | 12/31/2023 |
SPSB | 66,967 | $1,994 | 12/31/2023 |
Boston Financial Mangement LLC | 65,877 | $1,962 | 12/31/2023 |
SPSB | 65,877 | $1,962 | 12/31/2023 |
Caitlin John LLC | 62,543 | $1,863 | 12/31/2023 |
SPSB | 62,543 | $1,863 | 12/31/2023 |
Flow Traders U.S. LLC | 61,857 | $1,842 | 12/31/2023 |
SPSB | 61,857 | $1,842 | 12/31/2023 |
FCA Corp TX | 61,696 | $1,837 | 12/31/2023 |
SPSB | 61,696 | $1,837 | 12/31/2023 |
Alpha Omega Wealth Management LLC | 61,141 | $1,820 | 03/31/2024 |
SPSB | 61,141 | $1,820 | 03/31/2024 |
Patriot Investment Management Inc. | 61,038 | $1,817 | 03/31/2024 |
SPSB | 61,038 | $1,817 | 03/31/2024 |
Nilsine Partners LLC | 60,908 | $1,813 | 03/31/2024 |
SPSB | 60,908 | $1,813 | 03/31/2024 |
BLB&B Advisors LLC | 60,097 | $1,789 | 03/31/2024 |
SPSB | 60,097 | $1,789 | 03/31/2024 |
First Horizon Advisors Inc. | 59,753 | $1,779 | 03/31/2024 |
SPSB | 59,753 | $1,779 | 03/31/2024 |
Roundview Capital LLC | 59,102 | $1,760 | 12/31/2023 |
SPSB | 59,102 | $1,760 | 12/31/2023 |
Sei Investments Co. | 58,800 | $1,751 | 12/31/2023 |
SPSB | 58,800 | $1,751 | 12/31/2023 |
Blair William & Co. IL | 58,696 | $1,748 | 12/31/2023 |
SPSB | 58,696 | $1,748 | 12/31/2023 |
Soros Fund Management LLC | 55,800 | $1,662 | 12/31/2023 |
SPSB | 55,800 | $1,662 | 12/31/2023 |
Resources Investment Advisors LLC. | 55,745 | $1,660 | 12/31/2023 |
SPSB | 55,745 | $1,660 | 12/31/2023 |
Thrivent Financial for Lutherans | 55,481 | $1,652 | 12/31/2023 |
SPSB | 55,481 | $1,652 | 12/31/2023 |
James Investment Research Inc. | 54,914 | $1,635 | 12/31/2023 |
SPSB | 54,914 | $1,635 | 12/31/2023 |
Betterment LLC | 54,160 | $1,613 | 12/31/2023 |
SPSB | 54,160 | $1,613 | 12/31/2023 |
Fortune 45 LLC | 53,669 | $1,610 | 03/31/2024 |
SPSB | 53,669 | $1,610 | 03/31/2024 |
First Trust Advisors LP | 53,341 | $1,588 | 12/31/2023 |
SPSB | 53,341 | $1,588 | 12/31/2023 |
Astoria Portfolio Advisors LLC. | 53,320 | $1,575 | 03/31/2024 |
SPSB | 53,320 | $1,575 | 03/31/2024 |
Penobscot Investment Management Company Inc. | 52,830 | $1,573 | 12/31/2023 |
SPSB | 52,830 | $1,573 | 12/31/2023 |
Kestra Private Wealth Services LLC | 52,726 | $1,570 | 12/31/2023 |
SPSB | 52,726 | $1,570 | 12/31/2023 |
Sontag Advisory LLC | 52,600 | $1,566 | 12/31/2023 |
SPSB | 52,600 | $1,566 | 12/31/2023 |
Hsbc Holdings PLC | 51,750 | $1,541 | 12/31/2023 |
SPSB | 51,750 | $1,541 | 12/31/2023 |
Swmg LLC | 51,739 | $1,541 | 12/31/2023 |
SPSB | 51,739 | $1,541 | 12/31/2023 |
Private Wealth Group LLC | 51,348 | $1,529 | 03/31/2024 |
SPSB | 51,348 | $1,529 | 03/31/2024 |
Prudential Financial Inc. | 51,234 | $1,526 | 12/31/2023 |
SPSB | 51,234 | $1,526 | 12/31/2023 |
Capital Investment Services of America Inc. | 51,073 | $1,521 | 12/31/2023 |
SPSB | 51,073 | $1,521 | 12/31/2023 |
Rockbridge Investment Management LCC | 51,042 | $1,520 | 12/31/2023 |
SPSB | 51,042 | $1,520 | 12/31/2023 |
Ashton Thomas Private Wealth LLC | 50,517 | $1,504 | 03/31/2024 |
SPSB | 50,517 | $1,504 | 03/31/2024 |
MainStreet Investment Advisors LLC | 50,177 | $1,494 | 12/31/2023 |
SPSB | 50,177 | $1,494 | 12/31/2023 |
Principal Securities Inc. | 49,157 | $1,464 | 12/31/2023 |
SPSB | 49,157 | $1,464 | 12/31/2023 |
GAMMA Investing LLC | 49,098 | $1,462 | 03/31/2024 |
SPSB | 49,098 | $1,462 | 03/31/2024 |
Massmutual Trust Co. FSB ADV | 48,330 | $1,439 | 03/31/2024 |
SPSB | 48,330 | $1,439 | 03/31/2024 |
C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 47,014 | $1,400 | 12/31/2023 |
SPSB | 47,014 | $1,400 | 12/31/2023 |
Fonville Wealth Management LLC | 46,870 | $1,395 | 03/31/2024 |
SPSB | 46,870 | $1,395 | 03/31/2024 |
Flagship Harbor Advisors LLC | 46,345 | $1,380 | 03/31/2024 |
SPSB | 46,345 | $1,380 | 03/31/2024 |
Comerica Bank | 45,846 | $1,365 | 12/31/2023 |
SPSB | 45,846 | $1,365 | 12/31/2023 |
Echo Wealth Management LLC | 45,773 | $1,363 | 03/31/2024 |
SPSB | 45,773 | $1,363 | 03/31/2024 |
Simplify Asset Management Inc. | 45,695 | $1,361 | 12/31/2023 |
SPSB | 45,695 | $1,361 | 12/31/2023 |
Propel Bio Management LLC | 45,695 | $1,361 | 12/31/2023 |
SPSB | 45,695 | $1,361 | 12/31/2023 |
Acorn Financial Advisory Services Inc. ADV | 45,423 | $1,350 | 12/31/2023 |
SPSB | 45,423 | $1,350 | 12/31/2023 |
Kohmann Bosshard Financial Services LLC | 44,747 | $1,332 | 03/31/2024 |
SPSB | 44,747 | $1,332 | 03/31/2024 |
SeaCrest Wealth Management LLC | 43,305 | $1,289 | 03/31/2024 |
SPSB | 43,305 | $1,289 | 03/31/2024 |
Orion Capital Management LLC | 40,827 | $1,216 | 12/31/2023 |
SPSB | 40,827 | $1,216 | 12/31/2023 |
NBT Bank N A NY | 40,070 | $1,193 | 03/31/2024 |
SPSB | 40,070 | $1,193 | 03/31/2024 |
National Asset Management Inc. | 39,580 | $1,179 | 12/31/2023 |
SPSB | 39,580 | $1,179 | 12/31/2023 |
Wells Financial Advisors INC | 39,453 | $1,175 | 12/31/2023 |
SPSB | 39,453 | $1,175 | 12/31/2023 |
First Ascent Asset Management LLC | 38,771 | $1,155 | 12/31/2023 |
SPSB | 38,771 | $1,155 | 12/31/2023 |
Tritonpoint Wealth LLC | 36,516 | $1,138 | 03/31/2024 |
SPSB | 36,516 | $1,138 | 03/31/2024 |
Sigma Planning Corp | 37,118 | $1,105 | 12/31/2023 |
SPSB | 37,118 | $1,105 | 12/31/2023 |
Sharper & Granite LLC | 36,200 | $1,073 | 03/31/2024 |
SPSB | 36,200 | $1,073 | 03/31/2024 |
M&T Bank Corp | 35,820 | $1,067 | 12/31/2023 |
SPSB | 35,820 | $1,067 | 12/31/2023 |
Mayflower Financial Advisors LLC | 35,305 | $1,051 | 12/31/2023 |
SPSB | 35,305 | $1,051 | 12/31/2023 |
CFS Investment Advisory Services LLC | 34,899 | $1,039 | 12/31/2023 |
SPSB | 34,899 | $1,039 | 12/31/2023 |
Condor Capital Management | 34,780 | $1,036 | 12/31/2023 |
SPSB | 34,780 | $1,036 | 12/31/2023 |
Two Sigma Securities LLC | 34,287 | $1,021 | 12/31/2023 |
SPSB | 34,287 | $1,021 | 12/31/2023 |
SeaBridge Investment Advisors LLC | 34,101 | $1,016 | 12/31/2023 |
SPSB | 34,101 | $1,016 | 12/31/2023 |
Congress Wealth Management LLC DE | 33,582 | $1,000 | 03/31/2024 |
SPSB | 33,582 | $1,000 | 03/31/2024 |
Capital Advisory Group Advisory Services LLC | 32,950 | $981 | 03/31/2024 |
SPSB | 32,950 | $981 | 03/31/2024 |
Transamerica Financial Advisors Inc. | 32,601 | $971 | 12/31/2023 |
SPSB | 32,601 | $971 | 12/31/2023 |
Denver Wealth Management Inc. | 32,545 | $969 | 03/31/2024 |
SPSB | 32,545 | $969 | 03/31/2024 |
Prime Capital Investment Advisors LLC | 32,521 | $968 | 12/31/2023 |
SPSB | 32,521 | $968 | 12/31/2023 |
Dodds Wealth LLC | 32,389 | $965 | 12/31/2023 |
SPSB | 32,389 | $965 | 12/31/2023 |
Source Financial Advisors LLC | 32,210 | $959 | 12/31/2023 |
SPSB | 32,210 | $959 | 12/31/2023 |
Clearview Wealth Advisors LLC | 31,437 | $936 | 03/31/2024 |
SPSB | 31,437 | $936 | 03/31/2024 |
Captrust Financial Advisors | 31,433 | $936 | 12/31/2023 |
SPSB | 31,433 | $936 | 12/31/2023 |
Fragasso Group Inc. | 31,342 | $933 | 03/31/2024 |
SPSB | 31,342 | $933 | 03/31/2024 |
IFG Advisory LLC | 31,191 | $929 | 12/31/2023 |
SPSB | 31,191 | $929 | 12/31/2023 |
Destiny Capital Corp CO | 30,630 | $912 | 12/31/2023 |
SPSB | 30,630 | $912 | 12/31/2023 |
Financial Network Wealth Advisors LLC | 30,060 | $895 | 12/31/2023 |
SPSB | 30,060 | $895 | 12/31/2023 |
MEMBERS Trust Co | 29,812 | $888 | 03/31/2024 |
SPSB | 29,812 | $888 | 03/31/2024 |
BCK Partners Inc. | 29,106 | $867 | 12/31/2023 |
SPSB | 29,106 | $867 | 12/31/2023 |
PFG Advisors | 28,420 | $846 | 12/31/2023 |
SPSB | 28,420 | $846 | 12/31/2023 |
Mmbg Investment Advisors CO. | 28,080 | $836 | 12/31/2023 |
SPSB | 28,080 | $836 | 12/31/2023 |
First Financial Bankshares Inc | 27,977 | $833 | 12/31/2023 |
SPSB | 27,977 | $833 | 12/31/2023 |
Wealthstar Advisors LLC | 27,645 | $823 | 03/31/2024 |
SPSB | 27,645 | $823 | 03/31/2024 |
City Holding Co. | 27,518 | $819 | 03/31/2024 |
SPSB | 27,518 | $819 | 03/31/2024 |
Whittier Trust Co. of Nevada Inc. | 27,493 | $818 | 12/31/2023 |
SPSB | 27,493 | $818 | 12/31/2023 |
Smith Moore & CO. | 27,050 | $806 | 12/31/2023 |
SPSB | 27,050 | $806 | 12/31/2023 |
Baker Tilly Financial LLC | 26,997 | $804 | 12/31/2023 |
SPSB | 26,997 | $804 | 12/31/2023 |
FirstPurpose Wealth LLC | 27,046 | $799 | 03/31/2024 |
SPSB | 27,046 | $799 | 03/31/2024 |
Kingswood Wealth Advisors LLC | 26,594 | $792 | 03/31/2024 |
SPSB | 26,594 | $792 | 03/31/2024 |
Founders Financial Securities LLC | 25,974 | $773 | 03/31/2024 |
SPSB | 25,974 | $773 | 03/31/2024 |
Greenwich Wealth Management LLC | 25,930 | $772 | 12/31/2023 |
SPSB | 25,930 | $772 | 12/31/2023 |
Mechanics Financial Corp | 25,893 | $771 | 12/31/2023 |
SPSB | 25,893 | $771 | 12/31/2023 |
Galvin Gaustad & Stein LLC | 25,729 | $766 | 03/31/2024 |
SPSB | 25,729 | $766 | 03/31/2024 |
Northern Trust Corp | 25,614 | $763 | 12/31/2023 |
SPSB | 25,614 | $763 | 12/31/2023 |
Cary Street Partners Investment Advisory LLC | 24,614 | $762 | 12/31/2023 |
SPSB | 24,614 | $762 | 12/31/2023 |
Traction Financial Partners LLC | 24,954 | $743 | 12/31/2023 |
SPSB | 24,954 | $743 | 12/31/2023 |
Bank of Montreal Can | 24,625 | $734 | 12/31/2023 |
SPSB | 24,625 | $734 | 12/31/2023 |
Colton Groome Financial Advisors LLC | 24,507 | $730 | 03/31/2024 |
SPSB | 24,507 | $730 | 03/31/2024 |
Raymond James Trust N.A. | 24,305 | $724 | 03/31/2024 |
SPSB | 24,305 | $724 | 03/31/2024 |
SRS Capital Advisors Inc. | 23,433 | $698 | 12/31/2023 |
SPSB | 23,433 | $698 | 12/31/2023 |
Integrated Wealth Concepts LLC | 23,429 | $698 | 12/31/2023 |
SPSB | 23,429 | $698 | 12/31/2023 |
Stone Point Wealth LLC | 23,432 | $698 | 12/31/2023 |
SPSB | 23,432 | $698 | 12/31/2023 |
Regal Investment Advisors LLC | 23,387 | $696 | 12/31/2023 |
SPSB | 23,387 | $696 | 12/31/2023 |
Tiemann Investment Advisors LLC | 23,210 | $691 | 12/31/2023 |
SPSB | 23,210 | $691 | 12/31/2023 |
Zhang Financial LLC | 23,189 | $690 | 03/31/2024 |
SPSB | 23,189 | $690 | 03/31/2024 |
Lion Street Advisors LLC | 22,799 | $679 | 03/31/2024 |
SPSB | 22,799 | $679 | 03/31/2024 |
Focus Financial Network Inc. ADV | 22,785 | $679 | 12/31/2023 |
SPSB | 22,785 | $679 | 12/31/2023 |
Western Wealth Management LLC | 22,713 | $676 | 12/31/2023 |
SPSB | 22,713 | $676 | 12/31/2023 |
Pinnacle Bank | 22,169 | $660 | 03/31/2024 |
SPSB | 22,169 | $660 | 03/31/2024 |
Gradient Capital Advisors LLC | 22,066 | $657 | 03/31/2024 |
SPSB | 22,066 | $657 | 03/31/2024 |
Private Trust Co. NA | 21,697 | $646 | 03/31/2024 |
SPSB | 21,697 | $646 | 03/31/2024 |
SNS Financial Group LLC | 21,498 | $640 | 03/31/2024 |
SPSB | 21,498 | $640 | 03/31/2024 |
Crabel Capital Management LLC | 20,832 | $620 | 12/31/2023 |
SPSB | 20,832 | $620 | 12/31/2023 |
Windsor Capital Management LLC | 20,761 | $618 | 03/31/2024 |
SPSB | 20,761 | $618 | 03/31/2024 |
Vise Technologies Inc. | 20,723 | $617 | 12/31/2023 |
SPSB | 20,723 | $617 | 12/31/2023 |
Argonautica Private Wealth Management Inc. | 20,697 | $616 | 12/31/2023 |
SPSB | 20,697 | $616 | 12/31/2023 |
Trail Ridge Investment Advisors LLC | 20,226 | $602 | 12/31/2023 |
SPSB | 20,226 | $602 | 12/31/2023 |
National Bank of Canada FI | 20,000 | $587 | 12/31/2023 |
SPSB | 20,000 | $587 | 12/31/2023 |
Austin Private Wealth LLC | 19,745 | $586 | 03/31/2024 |
SPSB | 19,745 | $586 | 03/31/2024 |
New Century Financial Group LLC | 19,549 | $582 | 03/31/2024 |
SPSB | 19,549 | $582 | 03/31/2024 |
Mustard Seed Financial LLC | 19,512 | $581 | 03/31/2024 |
SPSB | 19,512 | $581 | 03/31/2024 |
Benedetti & Gucer Inc. | 19,228 | $573 | 12/31/2023 |
SPSB | 19,228 | $573 | 12/31/2023 |
JGP Wealth Management LLC | 19,058 | $567 | 03/31/2024 |
SPSB | 19,058 | $567 | 03/31/2024 |
Lifeworks Advisors LLC | 18,253 | $544 | 12/31/2023 |
SPSB | 18,253 | $544 | 12/31/2023 |
Marion Wealth Management | 18,115 | $539 | 03/31/2024 |
SPSB | 18,115 | $539 | 03/31/2024 |
United Community Bank | 18,052 | $538 | 12/31/2023 |
SPSB | 18,052 | $538 | 12/31/2023 |
Dfpg Investments LLC | 17,848 | $530 | 12/31/2023 |
SPSB | 17,848 | $530 | 12/31/2023 |
Sheets Smith Wealth Management | 17,637 | $525 | 12/31/2023 |
SPSB | 17,637 | $525 | 12/31/2023 |
Tilson Financial Group Inc. | 17,590 | $524 | 03/31/2024 |
SPSB | 17,590 | $524 | 03/31/2024 |
WJ Wealth Management LLC | 17,520 | $522 | 03/31/2024 |
SPSB | 17,520 | $522 | 03/31/2024 |
Nottingham Advisors Inc. | 17,500 | $521 | 12/31/2023 |
SPSB | 17,500 | $521 | 12/31/2023 |
Running Point Capital Advisors LLC | 17,511 | $521 | 12/31/2023 |
SPSB | 17,511 | $521 | 12/31/2023 |
Bellecapital International Ltd. | 17,074 | $508 | 12/31/2023 |
SPSB | 17,074 | $508 | 12/31/2023 |
Snowden Capital Advisors LLC | 16,504 | $491 | 12/31/2023 |
SPSB | 16,504 | $491 | 12/31/2023 |
Per Stirling Capital Management LLC. | 16,243 | $484 | 12/31/2023 |
SPSB | 16,243 | $484 | 12/31/2023 |
Juncture Wealth Strategies LLC | 15,905 | $473 | 03/31/2024 |
SPSB | 15,905 | $473 | 03/31/2024 |
Baltimore Washington Financial Advisors Inc. | 15,634 | $466 | 12/31/2023 |
SPSB | 15,634 | $466 | 12/31/2023 |
Tranquilli Financial Advisor LLC | 15,657 | $466 | 12/31/2023 |
SPSB | 15,657 | $466 | 12/31/2023 |
Bridgeworth LLC | 15,040 | $448 | 12/31/2023 |
SPSB | 15,040 | $448 | 12/31/2023 |
Orion Portfolio Solutions LLC | 14,869 | $442 | 12/31/2023 |
SPSB | 14,869 | $442 | 12/31/2023 |
AlphaMark Advisors LLC | 14,806 | $441 | 03/31/2024 |
SPSB | 14,806 | $441 | 03/31/2024 |
AJ Advisors LLC | 14,716 | $438 | 03/31/2024 |
SPSB | 14,716 | $438 | 03/31/2024 |
Towercrest Capital Management | 14,981 | $435 | 12/31/2023 |
SPSB | 14,981 | $435 | 12/31/2023 |
Eldridge Investment Advisors Inc. | 14,398 | $429 | 12/31/2023 |
SPSB | 14,398 | $429 | 12/31/2023 |
Belpointe Asset Management LLC | 14,201 | $423 | 12/31/2023 |
SPSB | 14,201 | $423 | 12/31/2023 |
Narus Financial Partners LLC | 14,184 | $422 | 03/31/2024 |
SPSB | 14,184 | $422 | 03/31/2024 |
Fiduciary Group LLC | 14,059 | $419 | 12/31/2023 |
SPSB | 14,059 | $419 | 12/31/2023 |
Financial Counselors Inc. | 14,037 | $418 | 12/31/2023 |
SPSB | 14,037 | $418 | 12/31/2023 |
J.W. Cole Advisors Inc. | 13,952 | $415 | 12/31/2023 |
SPSB | 13,952 | $415 | 12/31/2023 |
Cottage Street Advisors LLC | 13,806 | $411 | 03/31/2024 |
SPSB | 13,806 | $411 | 03/31/2024 |
Family Asset Management LLC | 13,774 | $410 | 12/31/2023 |
SPSB | 13,774 | $410 | 12/31/2023 |
Millennium Management LLC | 13,731 | $409 | 12/31/2023 |
SPSB | 13,731 | $409 | 12/31/2023 |
Stephens Group Asset Management LLC | 13,691 | $408 | 03/31/2024 |
SPSB | 13,691 | $408 | 03/31/2024 |
Naples Global Advisors LLC | 13,660 | $407 | 12/31/2023 |
SPSB | 13,660 | $407 | 12/31/2023 |
PrairieView Partners LLC | 13,643 | $406 | 12/31/2023 |
SPSB | 13,643 | $406 | 12/31/2023 |
AdvisorNet Financial Inc | 13,616 | $405 | 03/31/2024 |
SPSB | 13,616 | $405 | 03/31/2024 |
STA Wealth Management LLC | 13,380 | $398 | 12/31/2023 |
SPSB | 13,380 | $398 | 12/31/2023 |
Brookstone Capital Management | 13,041 | $388 | 03/31/2024 |
SPSB | 13,041 | $388 | 03/31/2024 |
Alliance Wealth Advisors LLC UT | 13,034 | $388 | 12/31/2023 |
SPSB | 13,034 | $388 | 12/31/2023 |
Crestwood Advisors Group LLC | 12,850 | $383 | 12/31/2023 |
SPSB | 12,850 | $383 | 12/31/2023 |
BKD Wealth Advisors LLC | 12,838 | $382 | 03/31/2024 |
SPSB | 12,838 | $382 | 03/31/2024 |
Alliance Wealth Management Group | 13,040 | $379 | 12/31/2023 |
SPSB | 13,040 | $379 | 12/31/2023 |
Altiora Financial Group LLC | 12,608 | $375 | 03/31/2024 |
SPSB | 12,608 | $375 | 03/31/2024 |
Cito Capital Group LLC | 12,500 | $372 | 12/31/2023 |
SPSB | 12,500 | $372 | 12/31/2023 |
WBH Advisory Inc. | 12,310 | $366 | 03/31/2024 |
SPSB | 12,310 | $366 | 03/31/2024 |
Aspire Private Capital LLC | 12,147 | $362 | 03/31/2024 |
SPSB | 12,147 | $362 | 03/31/2024 |
Perigon Wealth Management LLC | 11,980 | $357 | 12/31/2023 |
SPSB | 11,980 | $357 | 12/31/2023 |
Shufro Rose & Co. LLC | 12,000 | $352 | 12/31/2023 |
SPSB | 12,000 | $352 | 12/31/2023 |
Evergreen Capital Management LLC | 11,812 | $352 | 12/31/2023 |
SPSB | 11,812 | $352 | 12/31/2023 |
Lakeview Capital Partners LLC | 11,713 | $349 | 12/31/2023 |
SPSB | 11,713 | $349 | 12/31/2023 |
Redwood Investment Management LLC | 11,510 | $343 | 12/31/2023 |
SPSB | 11,510 | $343 | 12/31/2023 |
CIBC World Markets Inc. | 11,244 | $335 | 12/31/2023 |
SPSB | 11,244 | $335 | 12/31/2023 |
Breakwater Capital Group | 11,168 | $332 | 03/31/2024 |
SPSB | 11,168 | $332 | 03/31/2024 |
IAG Wealth Partners LLC | 11,111 | $331 | 03/31/2024 |
SPSB | 11,111 | $331 | 03/31/2024 |
AEGON USA Investment Management LLC | 11,050 | $329 | 12/31/2023 |
SPSB | 11,050 | $329 | 12/31/2023 |
Rockefeller Capital Management L.P. | 10,675 | $318 | 12/31/2023 |
SPSB | 10,675 | $318 | 12/31/2023 |
Simplicity Wealth LLC | 10,621 | $316 | 03/31/2024 |
SPSB | 10,621 | $316 | 03/31/2024 |
USAdvisors Wealth Management LLC | 10,602 | $315 | 12/31/2023 |
SPSB | 10,602 | $315 | 12/31/2023 |
Diligent Investors LLC | 10,494 | $312 | 12/31/2023 |
SPSB | 10,494 | $312 | 12/31/2023 |
Coastal Investment Advisors Inc. | 10,285 | $306 | 03/31/2024 |
SPSB | 10,285 | $306 | 03/31/2024 |
Phillips Financial Management LLC | 10,058 | $299 | 03/31/2024 |
SPSB | 10,058 | $299 | 03/31/2024 |
Mathes Company Inc. | 10,000 | $298 | 12/31/2023 |
SPSB | 10,000 | $298 | 12/31/2023 |
WT Wealth Management | 10,000 | $298 | 12/31/2023 |
SPSB | 10,000 | $298 | 12/31/2023 |
Global Retirement Partners LLC | 9,945 | $296 | 03/31/2024 |
SPSB | 9,945 | $296 | 03/31/2024 |
Harel Insurance Investments & Financial Services Ltd. | 9,875 | $294 | 12/31/2023 |
SPSB | 9,875 | $294 | 12/31/2023 |
Anchor Investment Management LLC | 9,700 | $289 | 12/31/2023 |
SPSB | 9,700 | $289 | 12/31/2023 |
SkyOak Wealth LLC | 9,709 | $289 | 12/31/2023 |
SPSB | 9,709 | $289 | 12/31/2023 |
Investors Research Corp | 9,527 | $284 | 12/31/2023 |
SPSB | 9,527 | $284 | 12/31/2023 |
Reinhart Partners Inc. | 9,500 | $283 | 03/31/2024 |
SPSB | 9,500 | $283 | 03/31/2024 |
Wedbush Securities Inc. | 9,211 | $274 | 12/31/2023 |
SPSB | 9,211 | $274 | 12/31/2023 |
Better Money Decisions LLC | 9,135 | $272 | 12/31/2023 |
SPSB | 9,135 | $272 | 12/31/2023 |
Hunter Associates Investment Management LLC | 9,050 | $269 | 12/31/2023 |
SPSB | 9,050 | $269 | 12/31/2023 |
Cerity Partners LLC | 9,051 | $269 | 12/31/2023 |
SPSB | 9,051 | $269 | 12/31/2023 |
LexAurum Advisors LLC | 8,752 | $261 | 03/31/2024 |
SPSB | 8,752 | $261 | 03/31/2024 |
Lincoln National Corp | 8,643 | $257 | 12/31/2023 |
SPSB | 8,643 | $257 | 12/31/2023 |
Certified Advisory Corp | 8,618 | $257 | 12/31/2023 |
SPSB | 8,618 | $257 | 12/31/2023 |
Vectors Research Management LLC | 8,446 | $252 | 12/31/2023 |
SPSB | 8,446 | $252 | 12/31/2023 |
RDA Financial Network | 8,402 | $250 | 03/31/2024 |
SPSB | 8,402 | $250 | 03/31/2024 |
Fiduciary Trust Co. | 8,388 | $250 | 12/31/2023 |
SPSB | 8,388 | $250 | 12/31/2023 |
WASHINGTON TRUST Co | 8,351 | $249 | 03/31/2024 |
SPSB | 8,351 | $249 | 03/31/2024 |
M3 Advisory Group LLC | 8,128 | $242 | 12/31/2023 |
SPSB | 8,128 | $242 | 12/31/2023 |
West Wealth Group LLC | 8,067 | $240 | 12/31/2023 |
SPSB | 8,067 | $240 | 12/31/2023 |
Obermeyer Wood Investment Counsel Lllp | 7,984 | $238 | 12/31/2023 |
SPSB | 7,984 | $238 | 12/31/2023 |
Cresset Asset Management LLC | 7,984 | $238 | 12/31/2023 |
SPSB | 7,984 | $238 | 12/31/2023 |
Integrity Financial Corp WA | 7,827 | $233 | 12/31/2023 |
SPSB | 7,827 | $233 | 12/31/2023 |
BNP Paribas Arbitrage SA | 7,737 | $230 | 12/31/2023 |
SPSB | 7,737 | $230 | 12/31/2023 |
Alesco Advisors LLC | 7,740 | $230 | 12/31/2023 |
SPSB | 7,740 | $230 | 12/31/2023 |
Keybank National Association OH | 7,660 | $228 | 12/31/2023 |
SPSB | 7,660 | $228 | 12/31/2023 |
Capital Advisors Ltd. LLC | 7,587 | $226 | 03/31/2024 |
SPSB | 7,587 | $226 | 03/31/2024 |
Key Client Fiduciary Advisors LLC | 7,595 | $226 | 03/31/2024 |
SPSB | 7,595 | $226 | 03/31/2024 |
Vannoy Advisory Group Inc. | 7,485 | $223 | 12/31/2023 |
SPSB | 7,485 | $223 | 12/31/2023 |
Oakworth Capital Inc. | 7,441 | $222 | 03/31/2024 |
SPSB | 7,441 | $222 | 03/31/2024 |
InTrack Investment Management Inc | 7,422 | $221 | 03/31/2024 |
SPSB | 7,422 | $221 | 03/31/2024 |
Topel & Distasi Wealth Management LLC | 7,336 | $218 | 12/31/2023 |
SPSB | 7,336 | $218 | 12/31/2023 |
Meitav Dash Investments Ltd. | 7,268 | $216 | 12/31/2023 |
SPSB | 7,268 | $216 | 12/31/2023 |
Colonial Trust Co SC | 7,275 | $216 | 12/31/2023 |
SPSB | 7,275 | $216 | 12/31/2023 |
Cadent Capital Advisors LLC | 7,145 | $213 | 03/31/2024 |
SPSB | 7,145 | $213 | 03/31/2024 |
Integrity Wealth Solutions LLC | 7,169 | $213 | 03/31/2024 |
SPSB | 7,169 | $213 | 03/31/2024 |
Activest Wealth Management | 7,107 | $212 | 03/31/2024 |
SPSB | 7,107 | $212 | 03/31/2024 |
Brown Advisory Inc. | 6,997 | $208 | 03/31/2024 |
SPSB | 6,997 | $208 | 03/31/2024 |
MONECO Advisors LLC | 6,996 | $208 | 03/31/2024 |
SPSB | 6,996 | $208 | 03/31/2024 |
High Net Worth Advisory Group LLC | 7,000 | $208 | 03/31/2024 |
SPSB | 7,000 | $208 | 03/31/2024 |
Cypress Financial Planning LLC | 6,733 | $200 | 03/31/2024 |
SPSB | 6,733 | $200 | 03/31/2024 |
Harbour Investments Inc. | 6,656 | $198 | 12/31/2023 |
SPSB | 6,656 | $198 | 12/31/2023 |
Abich Financial Wealth Management LLC | 6,631 | $197 | 12/31/2023 |
SPSB | 6,631 | $197 | 12/31/2023 |
Migdal Insurance & Financial Holdings Ltd. | 6,193 | $184 | 12/31/2023 |
SPSB | 6,193 | $184 | 12/31/2023 |
Advisors Asset Management Inc. | 6,134 | $183 | 12/31/2023 |
SPSB | 6,134 | $183 | 12/31/2023 |
NBC Securities Inc. | 5,723 | $171 | 03/31/2024 |
SPSB | 5,723 | $171 | 03/31/2024 |
UMB Bank N A MO | 5,500 | $164 | 03/31/2024 |
SPSB | 5,500 | $164 | 03/31/2024 |
Mather Group LLC. | 4,674 | $139 | 03/31/2024 |
SPSB | 4,674 | $139 | 03/31/2024 |
Johnson Financial Group Inc. | 4,624 | $138 | 12/31/2023 |
SPSB | 4,624 | $138 | 12/31/2023 |
Carolinas Wealth Consulting LLC | 4,455 | $133 | 12/31/2023 |
SPSB | 4,455 | $133 | 12/31/2023 |
Retirement Group LLC | 4,210 | $125 | 12/31/2023 |
SPSB | 4,210 | $125 | 12/31/2023 |
MGB Wealth Management LLC | 4,150 | $124 | 12/31/2023 |
SPSB | 4,150 | $124 | 12/31/2023 |
Bfsg LLC | 3,782 | $113 | 03/31/2024 |
SPSB | 3,782 | $113 | 03/31/2024 |
Ronald Blue Trust Inc. | 3,854 | $113 | 12/31/2023 |
SPSB | 3,854 | $113 | 12/31/2023 |
Westside Investment Management Inc. | 3,450 | $103 | 03/31/2024 |
SPSB | 3,450 | $103 | 03/31/2024 |
Y.D. More Investments Ltd | 3,380 | $101 | 12/31/2023 |
SPSB | 3,380 | $101 | 12/31/2023 |
Optimum Investment Advisors | 3,300 | $98 | 03/31/2024 |
SPSB | 3,300 | $98 | 03/31/2024 |
IFP Advisors Inc | 3,143 | $94 | 12/31/2023 |
SPSB | 3,143 | $94 | 12/31/2023 |
Gradient Investments LLC | 2,970 | $88 | 03/31/2024 |
SPSB | 2,970 | $88 | 03/31/2024 |
South State CORP. | 2,896 | $86 | 12/31/2023 |
SPSB | 2,896 | $86 | 12/31/2023 |
TD Capital Management LLC | 2,349 | $70 | 12/31/2023 |
SPSB | 2,349 | $70 | 12/31/2023 |
Benjamin F. Edwards & Company Inc. | 2,259 | $67 | 12/31/2023 |
SPSB | 2,259 | $67 | 12/31/2023 |
Iron Horse Wealth Management LLC | 2,136 | $64 | 03/31/2024 |
SPSB | 2,136 | $64 | 03/31/2024 |
CENTRAL TRUST Co | 2,000 | $60 | 03/31/2024 |
SPSB | 2,000 | $60 | 03/31/2024 |
American Capital Advisory LLC | 2,000 | $60 | 12/31/2023 |
SPSB | 2,000 | $60 | 12/31/2023 |
EverSource Wealth Advisors LLC | 1,917 | $57 | 12/31/2023 |
SPSB | 1,917 | $57 | 12/31/2023 |
RIA Advisory Group LLC | 1,890 | $56 | 12/31/2023 |
SPSB | 1,890 | $56 | 12/31/2023 |
Richardson Capital Management LLC | 1,796 | $53 | 03/31/2024 |
SPSB | 1,796 | $53 | 03/31/2024 |
O Dell Group LLC | 1,727 | $51 | 12/31/2023 |
SPSB | 1,727 | $51 | 12/31/2023 |
FMR LLC | 1,677 | $50 | 12/31/2023 |
SPSB | 1,677 | $50 | 12/31/2023 |
HHM Wealth Advisors LLC | 1,690 | $50 | 12/31/2023 |
SPSB | 1,690 | $50 | 12/31/2023 |
Motco | 1,630 | $49 | 12/31/2023 |
SPSB | 1,630 | $49 | 12/31/2023 |
Oak Harbor Wealth Partners LLC | 1,484 | $44 | 03/31/2024 |
SPSB | 1,484 | $44 | 03/31/2024 |
Atwood & Palmer Inc. | 1,425 | $42 | 03/31/2024 |
SPSB | 1,425 | $42 | 03/31/2024 |
SJS Investment Consulting Inc. | 1,395 | $42 | 03/31/2024 |
SPSB | 1,395 | $42 | 03/31/2024 |
Fairfield Bush & CO. | 1,390 | $41 | 12/31/2023 |
SPSB | 1,390 | $41 | 12/31/2023 |
Keener Financial Planning LLC | 1,375 | $41 | 12/31/2023 |
SPSB | 1,375 | $41 | 12/31/2023 |
TD Waterhouse Canada Inc. | 1,339 | $40 | 12/31/2023 |
SPSB | 1,339 | $40 | 12/31/2023 |
Winch Advisory Services LLC | 1,244 | $37 | 12/31/2023 |
SPSB | 1,244 | $37 | 12/31/2023 |
Financial Gravity Asset Management Inc. | 1,235 | $37 | 12/31/2023 |
SPSB | 1,235 | $37 | 12/31/2023 |
Indiana Trust & Investment Management CO | 1,210 | $36 | 03/31/2024 |
SPSB | 1,210 | $36 | 03/31/2024 |
Cullen Frost Bankers Inc. | 1,210 | $36 | 12/31/2023 |
SPSB | 1,210 | $36 | 12/31/2023 |
Spire Wealth Management | 1,140 | $34 | 03/31/2024 |
SPSB | 1,140 | $34 | 03/31/2024 |
Franklin Resources Inc. | 1,150 | $34 | 12/31/2023 |
SPSB | 1,150 | $34 | 12/31/2023 |
Allworth Financial LP | 1,080 | $32 | 03/31/2024 |
SPSB | 1,080 | $32 | 03/31/2024 |
Ancora Advisors LLC | 1,080 | $32 | 12/31/2023 |
SPSB | 1,080 | $32 | 12/31/2023 |
Householder Group Estate & Retirement Specialist LLC | 1,094 | $32 | 12/31/2023 |
SPSB | 1,094 | $32 | 12/31/2023 |
Fairman Group LLC | 1,075 | $32 | 12/31/2023 |
SPSB | 1,075 | $32 | 12/31/2023 |
Trivant Custom Portfolio Group LLC | 1,036 | $31 | 03/31/2024 |
SPSB | 1,036 | $31 | 03/31/2024 |
Mine & Arao Wealth Creation & Management LLC. | 990 | $31 | 12/31/2023 |
SPSB | 990 | $31 | 12/31/2023 |
Raleigh Capital Management Inc. | 1,043 | $31 | 12/31/2023 |
SPSB | 1,043 | $31 | 12/31/2023 |
Ameritas Investment Partners Inc. | 1,011 | $30 | 12/31/2023 |
SPSB | 1,011 | $30 | 12/31/2023 |
WestEnd Advisors LLC | 954 | $28 | 12/31/2023 |
SPSB | 954 | $28 | 12/31/2023 |
BlackRock Inc. | 912 | $27 | 12/31/2023 |
SPSB | 912 | $27 | 12/31/2023 |
Tortoise Investment Management LLC | 900 | $27 | 12/31/2023 |
SPSB | 900 | $27 | 12/31/2023 |
Glass Jacobson Investment Advisors llc | 850 | $25 | 03/31/2024 |
SPSB | 850 | $25 | 03/31/2024 |
Bell Investment Advisors Inc | 824 | $25 | 12/31/2023 |
SPSB | 824 | $25 | 12/31/2023 |
Tidemark LLC | 840 | $25 | 12/31/2023 |
SPSB | 840 | $25 | 12/31/2023 |
Edmond DE Rothschild Holding S.A. | 800 | $24 | 12/31/2023 |
SPSB | 800 | $24 | 12/31/2023 |
Koesten Hirschmann & Crabtree INC. | 729 | $22 | 12/31/2023 |
SPSB | 729 | $22 | 12/31/2023 |
WealthShield Partners LLC | 700 | $21 | 12/31/2023 |
SPSB | 700 | $21 | 12/31/2023 |
Key Financial Inc | 700 | $21 | 12/31/2023 |
SPSB | 700 | $21 | 12/31/2023 |
Carmichael Hill & Associates Inc. | 662 | $20 | 03/31/2024 |
SPSB | 662 | $20 | 03/31/2024 |
Toth Financial Advisory Corp | 623 | $19 | 03/31/2024 |
SPSB | 623 | $19 | 03/31/2024 |
Assetmark Inc. | 589 | $18 | 12/31/2023 |
SPSB | 589 | $18 | 12/31/2023 |
Jackson Hole Capital Partners LLC | 615 | $18 | 12/31/2023 |
SPSB | 615 | $18 | 12/31/2023 |
Caldwell Sutter Capital Inc. | 577 | $17 | 03/31/2024 |
SPSB | 577 | $17 | 03/31/2024 |
Capital Analysts LLC | 486 | $14 | 12/31/2023 |
SPSB | 486 | $14 | 12/31/2023 |
Farther Finance Advisors LLC | 453 | $13 | 12/31/2023 |
SPSB | 453 | $13 | 12/31/2023 |
Hoese & Co LLP | 408 | $12 | 03/31/2024 |
SPSB | 408 | $12 | 03/31/2024 |
Richardson Financial Services Inc. | 394 | $12 | 12/31/2023 |
SPSB | 394 | $12 | 12/31/2023 |
YHB Investment Advisors Inc. | 375 | $11 | 03/31/2024 |
SPSB | 375 | $11 | 03/31/2024 |
Bank of New Hampshire | 325 | $10 | 03/31/2024 |
SPSB | 325 | $10 | 03/31/2024 |
Logan Capital Management Inc. | 334 | $10 | 12/31/2023 |
SPSB | 334 | $10 | 12/31/2023 |
M&R Capital Management Inc. | 259 | $8 | 03/31/2024 |
SPSB | 259 | $8 | 03/31/2024 |
Sunbelt Securities Inc. | 274 | $8 | 03/31/2024 |
SPSB | 274 | $8 | 03/31/2024 |
O Shaughnessy Asset Management LLC | 264 | $8 | 12/31/2023 |
SPSB | 264 | $8 | 12/31/2023 |
Benjamin Edwards Inc. | 253 | $8 | 12/31/2023 |
SPSB | 253 | $8 | 12/31/2023 |
FinTrust Capital Advisors LLC | 284 | $8 | 12/31/2023 |
SPSB | 284 | $8 | 12/31/2023 |
Penserra Capital Management LLC | 249 | $7 | 12/31/2023 |
SPSB | 249 | $7 | 12/31/2023 |
HighMark Wealth Management LLC | 249 | $7 | 12/31/2023 |
SPSB | 249 | $7 | 12/31/2023 |
Hexagon Capital Partners LLC | 192 | $6 | 03/31/2024 |
SPSB | 192 | $6 | 03/31/2024 |
SOA Wealth Advisors LLC. | 185 | $6 | 03/31/2024 |
SPSB | 185 | $6 | 03/31/2024 |
FWL Investment Management LLC | 200 | $6 | 12/31/2023 |
SPSB | 200 | $6 | 12/31/2023 |
Nelson Van Denburg & Campbell Wealth Management Group LLC | 156 | $5 | 12/31/2023 |
SPSB | 156 | $5 | 12/31/2023 |
McIlrath & Eck LLC | 151 | $4 | 12/31/2023 |
SPSB | 151 | $4 | 12/31/2023 |
Coppell Advisory Solutions LLC | 147 | $4 | 12/31/2023 |
SPSB | 147 | $4 | 12/31/2023 |
Harbor Investment Advisory LLC | 101 | $3 | 03/31/2024 |
SPSB | 101 | $3 | 03/31/2024 |
Tradewinds Capital Management LLC | 100 | $3 | 03/31/2024 |
SPSB | 100 | $3 | 03/31/2024 |
Wetzel Investment Advisors Inc. | 100 | $3 | 03/31/2024 |
SPSB | 100 | $3 | 03/31/2024 |
Capital Investment Advisory Services LLC | 54 | $2 | 03/31/2024 |
SPSB | 54 | $2 | 03/31/2024 |
Bray Capital Advisors | 60 | $2 | 12/31/2023 |
SPSB | 60 | $2 | 12/31/2023 |
Rocky Mountain Advisers LLC | 42 | $1 | 03/31/2024 |
SPSB | 42 | $1 | 03/31/2024 |
JJJ Advisors Inc. | 22 | $1 | 03/31/2024 |
SPSB | 22 | $1 | 03/31/2024 |
Atticus Wealth Management LLC | 25 | $1 | 03/31/2024 |
SPSB | 25 | $1 | 03/31/2024 |
Addison Advisors LLC | 20 | $1 | 12/31/2023 |
SPSB | 20 | $1 | 12/31/2023 |
Citigroup Inc. | 2 | $0 | 12/31/2023 |
SPSB | 2 | $0 | 12/31/2023 |
Financial Advisory Service Inc. | 1 | $0 | 12/31/2023 |
SPSB | 1 | $0 | 12/31/2023 |
See Summary: Institutional Holders of SPSB
See Details: Top 10 Hedge Funds Holding SPSB
Also See: SPSB Holdings Changes
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