On this page, we present all of the funds holding SRLN from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding SRLN, with a link to that fund's top holdings. The next columns indicate the amount of SRLN stock held by each of the funds holding SRLN, followed by the SRLN position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 460 funds holding SRLN within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Bank of America Corp DE. For more details on the positions held by Bank of America Corp DE (or by any of the other funds holding SRLN), click the fund name in the "Holder" column of the funds-holding-SRLN table below.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Bank of America Corp DE | 6,539,373 | $274,196 | 12/31/2023 |
SRLN | 6,539,373 | $274,196 | 12/31/2023 |
Morgan Stanley | 6,291,179 | $263,789 | 12/31/2023 |
SRLN | 6,291,179 | $263,789 | 12/31/2023 |
State of Tennessee Treasury Department | 4,675,173 | $196,030 | 12/31/2023 |
SRLN | 4,675,173 | $196,030 | 12/31/2023 |
Goldman Sachs Group Inc. | 3,954,862 | $165,827 | 12/31/2023 |
SRLN | 3,954,862 | $165,827 | 12/31/2023 |
State Street Corp | 3,231,739 | $135,507 | 12/31/2023 |
SRLN | 3,231,739 | $135,507 | 12/31/2023 |
Ensign Peak Advisors Inc | 2,920,000 | $122,436 | 12/31/2023 |
SRLN | 2,920,000 | $122,436 | 12/31/2023 |
Partners Capital Investment Group LLP | 2,794,660 | $117,180 | 12/31/2023 |
SRLN | 2,794,660 | $117,180 | 12/31/2023 |
Royal Bank of Canada | 2,554,981 | $107,129 | 12/31/2023 |
SRLN | 2,554,981 | $107,129 | 12/31/2023 |
New York Life Investment Management LLC | 2,422,025 | $101,556 | 12/31/2023 |
SRLN | 2,422,025 | $101,556 | 12/31/2023 |
LPL Financial LLC | 2,168,796 | $90,938 | 12/31/2023 |
SRLN | 2,168,796 | $90,938 | 12/31/2023 |
Renaissance Technologies LLC | 1,829,700 | $76,719 | 12/31/2023 |
SRLN | 1,829,700 | $76,719 | 12/31/2023 |
Symetra Investment Management Co | 1,449,550 | $60,780 | 12/31/2023 |
SRLN | 1,449,550 | $60,780 | 12/31/2023 |
Wellington Management Group LLP | 1,444,150 | $60,553 | 12/31/2023 |
SRLN | 1,444,150 | $60,553 | 12/31/2023 |
Bain Capital Credit LP | 1,376,780 | $57,728 | 12/31/2023 |
SRLN | 1,376,780 | $57,728 | 12/31/2023 |
Wells Fargo & Company MN | 1,344,856 | $56,390 | 12/31/2023 |
SRLN | 1,344,856 | $56,390 | 12/31/2023 |
Money Design Co. Ltd. | 1,201,100 | $50,578 | 03/31/2024 |
SRLN | 1,201,100 | $50,578 | 03/31/2024 |
Counterpoint Mutual Funds LLC | 1,198,300 | $50,460 | 03/31/2024 |
SRLN | 1,198,300 | $50,460 | 03/31/2024 |
Lord Abbett & CO. LLC | 1,109,357 | $46,515 | 12/31/2023 |
SRLN | 1,109,357 | $46,515 | 12/31/2023 |
UBS Group AG | 1,049,178 | $43,992 | 12/31/2023 |
SRLN | 1,049,178 | $43,992 | 12/31/2023 |
Advisor Group Holdings Inc. | 1,048,236 | $43,967 | 12/31/2023 |
SRLN | 1,048,236 | $43,967 | 12/31/2023 |
Wright Fund Managment LLC | 1,043,300 | $43,746 | 12/31/2023 |
SRLN | 1,043,300 | $43,746 | 12/31/2023 |
Kensington Asset Management LLC | 960,400 | $40,270 | 12/31/2023 |
SRLN | 960,400 | $40,270 | 12/31/2023 |
Guggenheim Capital LLC | 931,422 | $39,055 | 12/31/2023 |
SRLN | 931,422 | $39,055 | 12/31/2023 |
Envestnet Asset Management Inc. | 880,435 | $36,917 | 12/31/2023 |
SRLN | 880,435 | $36,917 | 12/31/2023 |
Bank of New York Mellon Corp | 850,080 | $35,797 | 03/31/2024 |
SRLN | 850,080 | $35,797 | 03/31/2024 |
HighTower Advisors LLC | 732,526 | $30,706 | 12/31/2023 |
SRLN | 732,526 | $30,706 | 12/31/2023 |
Jane Street Group LLC | 722,500 | $30,294 | 12/31/2023 |
SRLN | 722,500 | $30,294 | 12/31/2023 |
Hilton Capital Management LLC | 663,954 | $27,840 | 12/31/2023 |
SRLN | 663,954 | $27,840 | 12/31/2023 |
Conning Inc. | 641,275 | $27,004 | 03/31/2024 |
SRLN | 641,275 | $27,004 | 03/31/2024 |
Osborne Partners Capital Management LLC | 612,230 | $25,781 | 03/31/2024 |
SRLN | 612,230 | $25,781 | 03/31/2024 |
Emory University | 599,096 | $25,120 | 12/31/2023 |
SRLN | 599,096 | $25,120 | 12/31/2023 |
Pacific Asset Management LLC | 596,105 | $24,995 | 12/31/2023 |
SRLN | 596,105 | $24,995 | 12/31/2023 |
BNP Paribas Arbitrage SA | 590,458 | $24,758 | 12/31/2023 |
SRLN | 590,458 | $24,758 | 12/31/2023 |
Zega Financial LLC | 585,225 | $24,538 | 12/31/2023 |
SRLN | 585,225 | $24,538 | 12/31/2023 |
OLD Mission Capital LLC | 553,986 | $23,229 | 12/31/2023 |
SRLN | 553,986 | $23,229 | 12/31/2023 |
Ameritas Advisory Services LLC | 515,652 | $21,615 | 12/31/2023 |
SRLN | 515,652 | $21,615 | 12/31/2023 |
Barclays PLC | 500,000 | $20,965 | 12/31/2023 |
SRLN | 500,000 | $20,965 | 12/31/2023 |
Dakota Wealth Management | 485,621 | $20,450 | 03/31/2024 |
SRLN | 485,621 | $20,450 | 03/31/2024 |
Matthew Goff Investment Advisor LLC | 446,266 | $18,792 | 03/31/2024 |
SRLN | 446,266 | $18,792 | 03/31/2024 |
BlackRock Inc. | 435,000 | $18,240 | 12/31/2023 |
SRLN | 435,000 | $18,240 | 12/31/2023 |
Creative Planning | 434,447 | $18,216 | 12/31/2023 |
SRLN | 434,447 | $18,216 | 12/31/2023 |
Concord Wealth Partners | 432,264 | $18,125 | 12/31/2023 |
SRLN | 432,264 | $18,125 | 12/31/2023 |
Congress Wealth Management LLC DE | 429,002 | $18,065 | 03/31/2024 |
SRLN | 429,002 | $18,065 | 03/31/2024 |
First Manhattan Co. | 424,703 | $17,808 | 12/31/2023 |
SRLN | 424,703 | $17,808 | 12/31/2023 |
ACT Advisors LLC. | 393,348 | $16,564 | 03/31/2024 |
SRLN | 393,348 | $16,564 | 03/31/2024 |
Blackstone Group Inc | 366,367 | $15,362 | 12/31/2023 |
SRLN | 366,367 | $15,362 | 12/31/2023 |
Millennium Management LLC | 362,962 | $15,219 | 12/31/2023 |
SRLN | 362,962 | $15,219 | 12/31/2023 |
Stifel Financial Corp | 360,916 | $15,133 | 12/31/2023 |
SRLN | 360,916 | $15,133 | 12/31/2023 |
Cercano Management LLC | 352,776 | $14,792 | 12/31/2023 |
SRLN | 352,776 | $14,792 | 12/31/2023 |
Mariner Investment Group LLC | 337,578 | $14,155 | 12/31/2023 |
SRLN | 337,578 | $14,155 | 12/31/2023 |
Greystone Financial Group LLC | 319,989 | $13,475 | 03/31/2024 |
SRLN | 319,989 | $13,475 | 03/31/2024 |
Thrivent Financial for Lutherans | 317,638 | $13,319 | 12/31/2023 |
SRLN | 317,638 | $13,319 | 12/31/2023 |
Country Trust Bank | 300,951 | $12,673 | 03/31/2024 |
SRLN | 300,951 | $12,673 | 03/31/2024 |
Deutsche Bank AG | 298,274 | $12,507 | 12/31/2023 |
SRLN | 298,274 | $12,507 | 12/31/2023 |
Drake & Associates LLC | 286,748 | $12,023 | 12/31/2023 |
SRLN | 286,748 | $12,023 | 12/31/2023 |
Raymond James Financial Services Advisors Inc. | 261,950 | $11,031 | 03/31/2024 |
SRLN | 261,950 | $11,031 | 03/31/2024 |
Mission Wealth Management LP | 260,616 | $10,928 | 12/31/2023 |
SRLN | 260,616 | $10,928 | 12/31/2023 |
Dynamic Advisor Solutions LLC | 253,657 | $10,681 | 03/31/2024 |
SRLN | 253,657 | $10,681 | 03/31/2024 |
Oppenheimer Asset Management Inc. | 249,686 | $10,469 | 12/31/2023 |
SRLN | 249,686 | $10,469 | 12/31/2023 |
Raymond James & Associates | 248,405 | $10,460 | 03/31/2024 |
SRLN | 248,405 | $10,460 | 03/31/2024 |
SG Americas Securities LLC | 247,895 | $10,394 | 12/31/2023 |
SRLN | 247,895 | $10,394 | 12/31/2023 |
Harbor Advisory Corp MA | 240,756 | $10,095 | 12/31/2023 |
SRLN | 240,756 | $10,095 | 12/31/2023 |
Darwin Advisors LLC | 237,675 | $9,966 | 12/31/2023 |
SRLN | 237,675 | $9,966 | 12/31/2023 |
Donoghue Forlines LLC | 230,027 | $9,645 | 12/31/2023 |
SRLN | 230,027 | $9,645 | 12/31/2023 |
Price T Rowe Associates Inc. MD | 225,700 | $9,464 | 12/31/2023 |
SRLN | 225,700 | $9,464 | 12/31/2023 |
Stableford Capital II LLC | 223,030 | $9,392 | 03/31/2024 |
SRLN | 223,030 | $9,392 | 03/31/2024 |
Hengehold Capital Management LLC | 222,391 | $9,365 | 03/31/2024 |
SRLN | 222,391 | $9,365 | 03/31/2024 |
RWM Asset Management LLC | 218,443 | $9,199 | 03/31/2024 |
SRLN | 218,443 | $9,199 | 03/31/2024 |
Refined Wealth Management | 215,143 | $9,060 | 03/31/2024 |
SRLN | 215,143 | $9,060 | 03/31/2024 |
Glovista Investments LLC | 215,569 | $9,038 | 12/31/2023 |
SRLN | 215,569 | $9,038 | 12/31/2023 |
Loomis Sayles & Co. L P | 214,506 | $8,994 | 12/31/2023 |
SRLN | 214,506 | $8,994 | 12/31/2023 |
Commonwealth Equity Services LLC | 213,274 | $8,943 | 12/31/2023 |
SRLN | 213,274 | $8,943 | 12/31/2023 |
Cambridge Investment Research Advisors Inc. | 209,099 | $8,805 | 03/31/2024 |
SRLN | 209,099 | $8,805 | 03/31/2024 |
Petix & Botte Co | 206,104 | $8,642 | 12/31/2023 |
SRLN | 206,104 | $8,642 | 12/31/2023 |
Cambridge Associates LLC MA ADV | 203,969 | $8,552 | 12/31/2023 |
SRLN | 203,969 | $8,552 | 12/31/2023 |
Asset Allocation & Management Company LLC | 195,551 | $8,235 | 03/31/2024 |
SRLN | 195,551 | $8,235 | 03/31/2024 |
Crestone Asset Management LLC | 193,050 | $8,129 | 03/31/2024 |
SRLN | 193,050 | $8,129 | 03/31/2024 |
Scotia Capital Inc. | 192,289 | $8,063 | 12/31/2023 |
SRLN | 192,289 | $8,063 | 12/31/2023 |
Secure Asset Management LLC | 185,675 | $7,785 | 12/31/2023 |
SRLN | 185,675 | $7,785 | 12/31/2023 |
Fragasso Group Inc. | 184,423 | $7,766 | 03/31/2024 |
SRLN | 184,423 | $7,766 | 03/31/2024 |
Integrated Wealth Concepts LLC | 184,288 | $7,727 | 12/31/2023 |
SRLN | 184,288 | $7,727 | 12/31/2023 |
Assetmark Inc. | 182,951 | $7,671 | 12/31/2023 |
SRLN | 182,951 | $7,671 | 12/31/2023 |
Shilanski & Associates Inc. | 181,478 | $7,642 | 03/31/2024 |
SRLN | 181,478 | $7,642 | 03/31/2024 |
The Manufacturers Life Insurance Company | 177,275 | $7,433 | 12/31/2023 |
SRLN | 177,275 | $7,433 | 12/31/2023 |
Prentice Wealth Management LLC | 175,747 | $7,401 | 03/31/2024 |
SRLN | 175,747 | $7,401 | 03/31/2024 |
Baker Avenue Asset Management LP | 170,218 | $7,137 | 12/31/2023 |
SRLN | 170,218 | $7,137 | 12/31/2023 |
Kestra Private Wealth Services LLC | 169,826 | $7,121 | 12/31/2023 |
SRLN | 169,826 | $7,121 | 12/31/2023 |
Rainey & Randall Investment Management Inc. | 168,731 | $7,105 | 03/31/2024 |
SRLN | 168,731 | $7,105 | 03/31/2024 |
NewSquare Capital LLC | 166,952 | $7,000 | 12/31/2023 |
SRLN | 166,952 | $7,000 | 12/31/2023 |
Janney Montgomery Scott LLC | 165,541 | $6,941 | 12/31/2023 |
SRLN | 165,541 | $6,941 | 12/31/2023 |
Adell Harriman & Carpenter Inc. | 164,330 | $6,920 | 03/31/2024 |
SRLN | 164,330 | $6,920 | 03/31/2024 |
Regal Investment Advisors LLC | 164,833 | $6,911 | 12/31/2023 |
SRLN | 164,833 | $6,911 | 12/31/2023 |
Little Harbor Advisors LLC | 155,142 | $6,505 | 12/31/2023 |
SRLN | 155,142 | $6,505 | 12/31/2023 |
AE Wealth Management LLC | 151,940 | $6,381 | 12/31/2023 |
SRLN | 151,940 | $6,381 | 12/31/2023 |
CI Private Wealth LLC | 150,045 | $6,291 | 12/31/2023 |
SRLN | 150,045 | $6,291 | 12/31/2023 |
Hilltop Partners LLC | 148,683 | $6,234 | 12/31/2023 |
SRLN | 148,683 | $6,234 | 12/31/2023 |
FC Advisory LLC | 146,779 | $6,181 | 03/31/2024 |
SRLN | 146,779 | $6,181 | 03/31/2024 |
Stablepoint Partners LLC | 144,527 | $6,086 | 03/31/2024 |
SRLN | 144,527 | $6,086 | 03/31/2024 |
KMG Fiduciary Partners LLC | 139,746 | $5,885 | 03/31/2024 |
SRLN | 139,746 | $5,885 | 03/31/2024 |
Luken Investment Analytics LLC | 137,800 | $5,803 | 03/31/2024 |
SRLN | 137,800 | $5,803 | 03/31/2024 |
Jefferies Financial Group Inc. | 138,317 | $5,800 | 12/31/2023 |
SRLN | 138,317 | $5,800 | 12/31/2023 |
Beacon Pointe Advisors LLC | 136,894 | $5,740 | 12/31/2023 |
SRLN | 136,894 | $5,740 | 12/31/2023 |
O Connor Financial Group LLC | 134,277 | $5,654 | 03/31/2024 |
SRLN | 134,277 | $5,654 | 03/31/2024 |
AlphaStar Capital Management LLC | 131,967 | $5,533 | 12/31/2023 |
SRLN | 131,967 | $5,533 | 12/31/2023 |
Morris Retirement Advisors LLC | 130,791 | $5,484 | 12/31/2023 |
SRLN | 130,791 | $5,484 | 12/31/2023 |
Cetera Investment Advisers | 130,659 | $5,479 | 12/31/2023 |
SRLN | 130,659 | $5,479 | 12/31/2023 |
Schonfeld Strategic Advisors LLC | 129,438 | $5,427 | 12/31/2023 |
SRLN | 129,438 | $5,427 | 12/31/2023 |
Wealth Enhancement Advisory Services LLC | 125,769 | $5,296 | 03/31/2024 |
SRLN | 125,769 | $5,296 | 03/31/2024 |
JPMorgan Chase & Co. | 125,419 | $5,259 | 12/31/2023 |
SRLN | 125,419 | $5,259 | 12/31/2023 |
Envestnet Portfolio Solutions Inc. | 123,933 | $5,197 | 12/31/2023 |
SRLN | 123,933 | $5,197 | 12/31/2023 |
Whitford Management LLC | 119,500 | $5,011 | 12/31/2023 |
SRLN | 119,500 | $5,011 | 12/31/2023 |
Windsor Capital Management LLC | 116,410 | $4,902 | 03/31/2024 |
SRLN | 116,410 | $4,902 | 03/31/2024 |
Ameriprise Financial Inc. | 116,573 | $4,888 | 12/31/2023 |
SRLN | 116,573 | $4,888 | 12/31/2023 |
Calton & Associates Inc. | 112,344 | $4,731 | 03/31/2024 |
SRLN | 112,344 | $4,731 | 03/31/2024 |
Catalyst Capital Advisors LLC | 111,697 | $4,704 | 03/31/2024 |
SRLN | 111,697 | $4,704 | 03/31/2024 |
Live Oak Investment Partners | 107,032 | $4,488 | 12/31/2023 |
SRLN | 107,032 | $4,488 | 12/31/2023 |
Prospera Financial Services Inc | 105,084 | $4,406 | 12/31/2023 |
SRLN | 105,084 | $4,406 | 12/31/2023 |
Canal Capital Management LLC | 101,165 | $4,260 | 03/31/2024 |
SRLN | 101,165 | $4,260 | 03/31/2024 |
Western Wealth Management LLC | 100,381 | $4,209 | 12/31/2023 |
SRLN | 100,381 | $4,209 | 12/31/2023 |
Drive Wealth Management LLC | 99,544 | $4,192 | 03/31/2024 |
SRLN | 99,544 | $4,192 | 03/31/2024 |
Bank of Montreal Can | 98,219 | $4,121 | 12/31/2023 |
SRLN | 98,219 | $4,121 | 12/31/2023 |
Exencial Wealth Advisors LLC | 97,672 | $4,095 | 12/31/2023 |
SRLN | 97,672 | $4,095 | 12/31/2023 |
Hennion & Walsh Asset Management Inc. | 96,302 | $4,055 | 03/31/2024 |
SRLN | 96,302 | $4,055 | 03/31/2024 |
Cetera Advisor Networks LLC | 95,065 | $3,986 | 12/31/2023 |
SRLN | 95,065 | $3,986 | 12/31/2023 |
ARS Wealth Advisors Group LLC | 91,773 | $3,848 | 12/31/2023 |
SRLN | 91,773 | $3,848 | 12/31/2023 |
Paradigm Financial Partners LLC | 91,260 | $3,827 | 12/31/2023 |
SRLN | 91,260 | $3,827 | 12/31/2023 |
Atria Investments LLC | 89,916 | $3,770 | 12/31/2023 |
SRLN | 89,916 | $3,770 | 12/31/2023 |
Orion Portfolio Solutions LLC | 89,600 | $3,756 | 12/31/2023 |
SRLN | 89,600 | $3,756 | 12/31/2023 |
CENTRAL TRUST Co | 88,694 | $3,735 | 03/31/2024 |
SRLN | 88,694 | $3,735 | 03/31/2024 |
Change Path LLC | 88,280 | $3,702 | 12/31/2023 |
SRLN | 88,280 | $3,702 | 12/31/2023 |
Visionary Wealth Advisors | 87,319 | $3,661 | 12/31/2023 |
SRLN | 87,319 | $3,661 | 12/31/2023 |
Centaurus Financial Inc. | 86,865 | $3,642 | 12/31/2023 |
SRLN | 86,865 | $3,642 | 12/31/2023 |
Neuberger Berman Group LLC | 86,703 | $3,635 | 12/31/2023 |
SRLN | 86,703 | $3,635 | 12/31/2023 |
Webster Bank N. A. | 83,213 | $3,504 | 03/31/2024 |
SRLN | 83,213 | $3,504 | 03/31/2024 |
Elevated Capital Advisors LLC | 82,859 | $3,489 | 03/31/2024 |
SRLN | 82,859 | $3,489 | 03/31/2024 |
Cynosure Management LLC | 82,893 | $3,476 | 12/31/2023 |
SRLN | 82,893 | $3,476 | 12/31/2023 |
Truist Financial Corp | 82,294 | $3,451 | 12/31/2023 |
SRLN | 82,294 | $3,451 | 12/31/2023 |
Albion Financial Group UT | 79,520 | $3,349 | 03/31/2024 |
SRLN | 79,520 | $3,349 | 03/31/2024 |
Romano Brothers AND Company | 78,290 | $3,297 | 03/31/2024 |
SRLN | 78,290 | $3,297 | 03/31/2024 |
StrategIQ Financial Group LLC | 77,595 | $3,254 | 12/31/2023 |
SRLN | 77,595 | $3,254 | 12/31/2023 |
Steward Partners Investment Advisory LLC | 77,104 | $3,233 | 12/31/2023 |
SRLN | 77,104 | $3,233 | 12/31/2023 |
Brendel Financial Advisors LLC | 76,061 | $3,189 | 12/31/2023 |
SRLN | 76,061 | $3,189 | 12/31/2023 |
Amundi | 75,000 | $3,144 | 12/31/2023 |
SRLN | 75,000 | $3,144 | 12/31/2023 |
USAdvisors Wealth Management LLC | 74,814 | $3,136 | 12/31/2023 |
SRLN | 74,814 | $3,136 | 12/31/2023 |
Hofer & Associates. Inc | 74,307 | $3,129 | 03/31/2024 |
SRLN | 74,307 | $3,129 | 03/31/2024 |
DB Wealth Management Group LLC | 71,016 | $2,978 | 12/31/2023 |
SRLN | 71,016 | $2,978 | 12/31/2023 |
Integrated Advisors Network LLC | 70,723 | $2,965 | 12/31/2023 |
SRLN | 70,723 | $2,965 | 12/31/2023 |
J. W. Coons Advisors LLC | 70,550 | $2,958 | 12/31/2023 |
SRLN | 70,550 | $2,958 | 12/31/2023 |
Aspire Private Capital LLC | 69,028 | $2,907 | 03/31/2024 |
SRLN | 69,028 | $2,907 | 03/31/2024 |
Global Retirement Partners LLC | 67,664 | $2,849 | 03/31/2024 |
SRLN | 67,664 | $2,849 | 03/31/2024 |
Watershed Private Wealth LLC | 67,895 | $2,847 | 12/31/2023 |
SRLN | 67,895 | $2,847 | 12/31/2023 |
Prudential PLC | 65,550 | $2,749 | 12/31/2023 |
SRLN | 65,550 | $2,749 | 12/31/2023 |
Atria Wealth Solutions Inc. | 65,084 | $2,729 | 12/31/2023 |
SRLN | 65,084 | $2,729 | 12/31/2023 |
SILVER OAK SECURITIES Inc | 64,904 | $2,721 | 12/31/2023 |
SRLN | 64,904 | $2,721 | 12/31/2023 |
RiverFront Investment Group LLC | 64,836 | $2,719 | 12/31/2023 |
SRLN | 64,836 | $2,719 | 12/31/2023 |
Valtinson Bruner Financial Planning LLC | 64,781 | $2,716 | 12/31/2023 |
SRLN | 64,781 | $2,716 | 12/31/2023 |
Beta Wealth Group Inc. | 63,731 | $2,672 | 12/31/2023 |
SRLN | 63,731 | $2,672 | 12/31/2023 |
Palogic Value Management L.P. | 62,164 | $2,607 | 12/31/2023 |
SRLN | 62,164 | $2,607 | 12/31/2023 |
MML Investors Services LLC | 60,660 | $2,543 | 12/31/2023 |
SRLN | 60,660 | $2,543 | 12/31/2023 |
Flow State Investments L.P. | 60,000 | $2,516 | 12/31/2023 |
SRLN | 60,000 | $2,516 | 12/31/2023 |
My Legacy Advisors LLC | 59,619 | $2,501 | 12/31/2023 |
SRLN | 59,619 | $2,501 | 12/31/2023 |
International Assets Investment Management LLC | 59,288 | $2,480 | 03/31/2024 |
SRLN | 59,288 | $2,480 | 03/31/2024 |
RPg Family Wealth Advisory LLC | 58,789 | $2,465 | 12/31/2023 |
SRLN | 58,789 | $2,465 | 12/31/2023 |
Private Advisor Group LLC | 58,239 | $2,442 | 12/31/2023 |
SRLN | 58,239 | $2,442 | 12/31/2023 |
Western Asset Management Company LLC | 57,974 | $2,431 | 12/31/2023 |
SRLN | 57,974 | $2,431 | 12/31/2023 |
Wedbush Securities Inc. | 57,697 | $2,419 | 12/31/2023 |
SRLN | 57,697 | $2,419 | 12/31/2023 |
Rooted Wealth Advisors Inc. | 57,622 | $2,410 | 03/31/2024 |
SRLN | 57,622 | $2,410 | 03/31/2024 |
TFG Advisers LLC | 57,297 | $2,402 | 12/31/2023 |
SRLN | 57,297 | $2,402 | 12/31/2023 |
Park Avenue Securities LLC | 56,696 | $2,387 | 03/31/2024 |
SRLN | 56,696 | $2,387 | 03/31/2024 |
Garden State Investment Advisory Services LLC | 55,004 | $2,306 | 12/31/2023 |
SRLN | 55,004 | $2,306 | 12/31/2023 |
Seed Wealth Management Inc. | 54,473 | $2,279 | 03/31/2024 |
SRLN | 54,473 | $2,279 | 03/31/2024 |
Curtis Advisory Group LLC | 53,084 | $2,226 | 12/31/2023 |
SRLN | 53,084 | $2,226 | 12/31/2023 |
Capital Investment Advisors LLC | 52,752 | $2,221 | 03/31/2024 |
SRLN | 52,752 | $2,221 | 03/31/2024 |
Compass Financial Group Inc. | 52,271 | $2,192 | 12/31/2023 |
SRLN | 52,271 | $2,192 | 12/31/2023 |
Federated Hermes Inc. | 50,000 | $2,096 | 12/31/2023 |
SRLN | 50,000 | $2,096 | 12/31/2023 |
GWM Advisors LLC | 49,709 | $2,086 | 12/31/2023 |
SRLN | 49,709 | $2,086 | 12/31/2023 |
Koshinski Asset Management Inc. | 49,678 | $2,083 | 12/31/2023 |
SRLN | 49,678 | $2,083 | 12/31/2023 |
Twelve Points Wealth Management LLC | 48,200 | $2,030 | 03/31/2024 |
SRLN | 48,200 | $2,030 | 03/31/2024 |
Csenge Advisory Group | 47,251 | $1,981 | 12/31/2023 |
SRLN | 47,251 | $1,981 | 12/31/2023 |
Pallas Capital Advisors LLC | 46,361 | $1,952 | 03/31/2024 |
SRLN | 46,361 | $1,952 | 03/31/2024 |
Sumitomo Mitsui Trust Holdings Inc. | 46,042 | $1,939 | 03/31/2024 |
SRLN | 46,042 | $1,939 | 03/31/2024 |
Stephens Inc. AR | 46,233 | $1,939 | 12/31/2023 |
SRLN | 46,233 | $1,939 | 12/31/2023 |
Lincoln National Corp | 46,157 | $1,935 | 12/31/2023 |
SRLN | 46,157 | $1,935 | 12/31/2023 |
Monticello Wealth Management LLC | 45,581 | $1,919 | 03/31/2024 |
SRLN | 45,581 | $1,919 | 03/31/2024 |
Sunbelt Securities Inc. | 45,431 | $1,913 | 03/31/2024 |
SRLN | 45,431 | $1,913 | 03/31/2024 |
Cerity Partners LLC | 45,468 | $1,907 | 12/31/2023 |
SRLN | 45,468 | $1,907 | 12/31/2023 |
Verus Capital Partners LLC | 45,462 | $1,906 | 12/31/2023 |
SRLN | 45,462 | $1,906 | 12/31/2023 |
PFG Advisors | 45,273 | $1,898 | 12/31/2023 |
SRLN | 45,273 | $1,898 | 12/31/2023 |
Nilsine Partners LLC | 45,059 | $1,897 | 03/31/2024 |
SRLN | 45,059 | $1,897 | 03/31/2024 |
Stratos Wealth Partners LTD. | 44,894 | $1,890 | 03/31/2024 |
SRLN | 44,894 | $1,890 | 03/31/2024 |
AXS Investments LLC | 45,000 | $1,887 | 12/31/2023 |
SRLN | 45,000 | $1,887 | 12/31/2023 |
CWM LLC | 44,440 | $1,871 | 03/31/2024 |
SRLN | 44,440 | $1,871 | 03/31/2024 |
Great Waters Wealth Management | 43,821 | $1,845 | 03/31/2024 |
SRLN | 43,821 | $1,845 | 03/31/2024 |
Investors Research Corp | 43,728 | $1,834 | 12/31/2023 |
SRLN | 43,728 | $1,834 | 12/31/2023 |
Black Diamond Financial LLC | 42,790 | $1,794 | 12/31/2023 |
SRLN | 42,790 | $1,794 | 12/31/2023 |
Equitable Holdings Inc. | 42,571 | $1,785 | 12/31/2023 |
SRLN | 42,571 | $1,785 | 12/31/2023 |
Mercer Global Advisors Inc. ADV | 41,338 | $1,733 | 12/31/2023 |
SRLN | 41,338 | $1,733 | 12/31/2023 |
AEGON USA Investment Management LLC | 40,817 | $1,711 | 12/31/2023 |
SRLN | 40,817 | $1,711 | 12/31/2023 |
Caliber Wealth Management LLC | 39,998 | $1,684 | 03/31/2024 |
SRLN | 39,998 | $1,684 | 03/31/2024 |
NewEdge Wealth LLC | 38,946 | $1,633 | 12/31/2023 |
SRLN | 38,946 | $1,633 | 12/31/2023 |
Prudent Man Advisors LLC | 38,200 | $1,602 | 12/31/2023 |
SRLN | 38,200 | $1,602 | 12/31/2023 |
Patton Albertson Miller Group LLC | 37,801 | $1,592 | 03/31/2024 |
SRLN | 37,801 | $1,592 | 03/31/2024 |
D.A. Davidson & CO. | 37,721 | $1,582 | 12/31/2023 |
SRLN | 37,721 | $1,582 | 12/31/2023 |
First Trust Advisors LP | 37,582 | $1,576 | 12/31/2023 |
SRLN | 37,582 | $1,576 | 12/31/2023 |
Apollon Wealth Management LLC | 37,431 | $1,569 | 12/31/2023 |
SRLN | 37,431 | $1,569 | 12/31/2023 |
Parsons Capital Management Inc. RI | 36,345 | $1,530 | 03/31/2024 |
SRLN | 36,345 | $1,530 | 03/31/2024 |
LifePro Asset Management | 35,946 | $1,514 | 03/31/2024 |
SRLN | 35,946 | $1,514 | 03/31/2024 |
Oppenheimer & Co. Inc. | 35,548 | $1,491 | 12/31/2023 |
SRLN | 35,548 | $1,491 | 12/31/2023 |
Rockefeller Capital Management L.P. | 35,369 | $1,483 | 12/31/2023 |
SRLN | 35,369 | $1,483 | 12/31/2023 |
Northwestern Mutual Wealth Management Co. | 35,136 | $1,473 | 12/31/2023 |
SRLN | 35,136 | $1,473 | 12/31/2023 |
Nottingham Advisors Inc. | 34,647 | $1,453 | 12/31/2023 |
SRLN | 34,647 | $1,453 | 12/31/2023 |
Naples Global Advisors LLC | 34,350 | $1,440 | 12/31/2023 |
SRLN | 34,350 | $1,440 | 12/31/2023 |
Spire Wealth Management | 34,018 | $1,432 | 03/31/2024 |
SRLN | 34,018 | $1,432 | 03/31/2024 |
Mariner LLC | 34,042 | $1,427 | 12/31/2023 |
SRLN | 34,042 | $1,427 | 12/31/2023 |
Eudaimonia Partners LLC | 33,389 | $1,406 | 03/31/2024 |
SRLN | 33,389 | $1,406 | 03/31/2024 |
Mirae Asset Global Investments Co. Ltd. | 33,424 | $1,401 | 12/31/2023 |
SRLN | 33,424 | $1,401 | 12/31/2023 |
Courier Capital LLC | 32,506 | $1,369 | 03/31/2024 |
SRLN | 32,506 | $1,369 | 03/31/2024 |
Hibernia Wealth Partners LLC | 32,599 | $1,367 | 12/31/2023 |
SRLN | 32,599 | $1,367 | 12/31/2023 |
Crabel Capital Management LLC | 32,354 | $1,357 | 12/31/2023 |
SRLN | 32,354 | $1,357 | 12/31/2023 |
Grimes & Company Inc. | 32,153 | $1,354 | 03/31/2024 |
SRLN | 32,153 | $1,354 | 03/31/2024 |
Paladin Advisory Group LLC | 31,761 | $1,332 | 12/31/2023 |
SRLN | 31,761 | $1,332 | 12/31/2023 |
Comerica Bank | 31,361 | $1,315 | 12/31/2023 |
SRLN | 31,361 | $1,315 | 12/31/2023 |
NTV Asset Management LLC | 31,140 | $1,306 | 12/31/2023 |
SRLN | 31,140 | $1,306 | 12/31/2023 |
Dumont & Blake Investment Advisors LLC | 30,975 | $1,304 | 03/31/2024 |
SRLN | 30,975 | $1,304 | 03/31/2024 |
Invesco Ltd. | 30,996 | $1,300 | 12/31/2023 |
SRLN | 30,996 | $1,300 | 12/31/2023 |
Eqis Capital Management Inc. | 30,748 | $1,289 | 12/31/2023 |
SRLN | 30,748 | $1,289 | 12/31/2023 |
Kingsview Wealth Management LLC | 30,494 | $1,279 | 12/31/2023 |
SRLN | 30,494 | $1,279 | 12/31/2023 |
Friedenthal Financial | 30,242 | $1,273 | 03/31/2024 |
SRLN | 30,242 | $1,273 | 03/31/2024 |
Jaffetilchin Investment Partners LLC | 30,300 | $1,270 | 12/31/2023 |
SRLN | 30,300 | $1,270 | 12/31/2023 |
GeoWealth Management LLC | 30,114 | $1,263 | 12/31/2023 |
SRLN | 30,114 | $1,263 | 12/31/2023 |
Avantax Advisory Services Inc. | 30,043 | $1,260 | 12/31/2023 |
SRLN | 30,043 | $1,260 | 12/31/2023 |
Merit Financial Group LLC | 30,013 | $1,258 | 12/31/2023 |
SRLN | 30,013 | $1,258 | 12/31/2023 |
OmniStar Financial Group Inc. | 28,763 | $1,211 | 03/31/2024 |
SRLN | 28,763 | $1,211 | 03/31/2024 |
Accel Wealth Management | 28,287 | $1,191 | 03/31/2024 |
SRLN | 28,287 | $1,191 | 03/31/2024 |
Retirement Group LLC | 28,342 | $1,188 | 12/31/2023 |
SRLN | 28,342 | $1,188 | 12/31/2023 |
Signature Securities Group Corporation | 28,026 | $1,180 | 03/31/2024 |
SRLN | 28,026 | $1,180 | 03/31/2024 |
Clear Creek Financial Management LLC | 25,950 | $1,093 | 03/31/2024 |
SRLN | 25,950 | $1,093 | 03/31/2024 |
Vista Investment Management | 26,076 | $1,093 | 12/31/2023 |
SRLN | 26,076 | $1,093 | 12/31/2023 |
US Financial Advisors LLC | 26,006 | $1,090 | 12/31/2023 |
SRLN | 26,006 | $1,090 | 12/31/2023 |
BluePath Capital Management LLC | 25,541 | $1,076 | 03/31/2024 |
SRLN | 25,541 | $1,076 | 03/31/2024 |
Benjamin Edwards Inc. | 25,338 | $1,062 | 12/31/2023 |
SRLN | 25,338 | $1,062 | 12/31/2023 |
Mount Yale Investment Advisors LLC | 25,337 | $1,062 | 12/31/2023 |
SRLN | 25,337 | $1,062 | 12/31/2023 |
JNB Advisors LLC | 24,944 | $1,046 | 12/31/2023 |
SRLN | 24,944 | $1,046 | 12/31/2023 |
Advisory Services Network LLC | 24,378 | $1,022 | 12/31/2023 |
SRLN | 24,378 | $1,022 | 12/31/2023 |
Adams Wealth Management | 24,228 | $1,016 | 12/31/2023 |
SRLN | 24,228 | $1,016 | 12/31/2023 |
Windham Capital Management LLC | 24,169 | $1,013 | 12/31/2023 |
SRLN | 24,169 | $1,013 | 12/31/2023 |
Boothbay Fund Management LLC | 24,000 | $1,006 | 12/31/2023 |
SRLN | 24,000 | $1,006 | 12/31/2023 |
Heritage Wealth Management Inc. CA | 23,800 | $998 | 12/31/2023 |
SRLN | 23,800 | $998 | 12/31/2023 |
National Asset Management Inc. | 23,390 | $981 | 12/31/2023 |
SRLN | 23,390 | $981 | 12/31/2023 |
Transamerica Financial Advisors Inc. | 23,290 | $977 | 12/31/2023 |
SRLN | 23,290 | $977 | 12/31/2023 |
Axxcess Wealth Management LLC | 22,996 | $964 | 12/31/2023 |
SRLN | 22,996 | $964 | 12/31/2023 |
True Wealth Design LLC | 22,099 | $927 | 12/31/2023 |
SRLN | 22,099 | $927 | 12/31/2023 |
Commonwealth Financial Services LLC | 21,954 | $921 | 12/31/2023 |
SRLN | 21,954 | $921 | 12/31/2023 |
Archetype Wealth Partners LLC | 21,812 | $915 | 12/31/2023 |
SRLN | 21,812 | $915 | 12/31/2023 |
RDA Financial Network | 21,194 | $892 | 03/31/2024 |
SRLN | 21,194 | $892 | 03/31/2024 |
Richardson Financial Services Inc. | 20,756 | $870 | 12/31/2023 |
SRLN | 20,756 | $870 | 12/31/2023 |
Qube Research & Technologies Ltd | 19,936 | $836 | 12/31/2023 |
SRLN | 19,936 | $836 | 12/31/2023 |
Sowell Financial Services LLC | 19,505 | $818 | 12/31/2023 |
SRLN | 19,505 | $818 | 12/31/2023 |
Geneos Wealth Management Inc. | 19,452 | $816 | 12/31/2023 |
SRLN | 19,452 | $816 | 12/31/2023 |
IHT Wealth Management LLC | 18,888 | $792 | 12/31/2023 |
SRLN | 18,888 | $792 | 12/31/2023 |
Allworth Financial LP | 18,711 | $788 | 03/31/2024 |
SRLN | 18,711 | $788 | 03/31/2024 |
Baird Financial Group Inc. | 18,801 | $788 | 12/31/2023 |
SRLN | 18,801 | $788 | 12/31/2023 |
Legacy Capital Group California Inc. | 18,613 | $780 | 12/31/2023 |
SRLN | 18,613 | $780 | 12/31/2023 |
Greenwich Wealth Management LLC | 18,002 | $755 | 12/31/2023 |
SRLN | 18,002 | $755 | 12/31/2023 |
Kestra Advisory Services LLC | 17,841 | $748 | 12/31/2023 |
SRLN | 17,841 | $748 | 12/31/2023 |
J.W. Cole Advisors Inc. | 17,523 | $735 | 12/31/2023 |
SRLN | 17,523 | $735 | 12/31/2023 |
Gladstone Institutional Advisory LLC | 17,475 | $733 | 12/31/2023 |
SRLN | 17,475 | $733 | 12/31/2023 |
Prevail Innovative Wealth Advisors LLC | 17,443 | $731 | 12/31/2023 |
SRLN | 17,443 | $731 | 12/31/2023 |
AlTi Global Inc. | 17,149 | $719 | 12/31/2023 |
SRLN | 17,149 | $719 | 12/31/2023 |
McAdam LLC | 16,860 | $710 | 03/31/2024 |
SRLN | 16,860 | $710 | 03/31/2024 |
Chesley Taft & Associates LLC | 16,820 | $708 | 03/31/2024 |
SRLN | 16,820 | $708 | 03/31/2024 |
Madison Wealth Partners Inc | 16,884 | $708 | 12/31/2023 |
SRLN | 16,884 | $708 | 12/31/2023 |
Benjamin F. Edwards & Company Inc. | 16,659 | $699 | 12/31/2023 |
SRLN | 16,659 | $699 | 12/31/2023 |
McNamara Financial Services Inc. | 16,510 | $695 | 03/31/2024 |
SRLN | 16,510 | $695 | 03/31/2024 |
Raleigh Capital Management Inc. | 16,508 | $692 | 12/31/2023 |
SRLN | 16,508 | $692 | 12/31/2023 |
Arete Wealth Advisors LLC | 16,400 | $688 | 12/31/2023 |
SRLN | 16,400 | $688 | 12/31/2023 |
Perennial Investment Advisors LLC | 16,399 | $688 | 12/31/2023 |
SRLN | 16,399 | $688 | 12/31/2023 |
Good Life Advisors LLC | 16,381 | $687 | 12/31/2023 |
SRLN | 16,381 | $687 | 12/31/2023 |
PFG Investments LLC | 16,094 | $678 | 03/31/2024 |
SRLN | 16,094 | $678 | 03/31/2024 |
Sachetta LLC | 16,074 | $674 | 12/31/2023 |
SRLN | 16,074 | $674 | 12/31/2023 |
Coppell Advisory Solutions LLC | 15,999 | $671 | 12/31/2023 |
SRLN | 15,999 | $671 | 12/31/2023 |
Retirement Financial Solutions LLC | 16,012 | $671 | 12/31/2023 |
SRLN | 16,012 | $671 | 12/31/2023 |
Credit Suisse AG | 15,853 | $665 | 12/31/2023 |
SRLN | 15,853 | $665 | 12/31/2023 |
Cetera Advisors LLC | 15,561 | $652 | 12/31/2023 |
SRLN | 15,561 | $652 | 12/31/2023 |
Capital Asset Advisory Services LLC | 15,400 | $643 | 03/31/2024 |
SRLN | 15,400 | $643 | 03/31/2024 |
Shepherd Financial Partners LLC | 15,213 | $641 | 03/31/2024 |
SRLN | 15,213 | $641 | 03/31/2024 |
Collaborative Wealth Managment Inc. | 15,267 | $640 | 12/31/2023 |
SRLN | 15,267 | $640 | 12/31/2023 |
Advisory Alpha LLC | 15,227 | $639 | 12/31/2023 |
SRLN | 15,227 | $639 | 12/31/2023 |
Patriot Investment Management Inc. | 14,810 | $624 | 03/31/2024 |
SRLN | 14,810 | $624 | 03/31/2024 |
Armstrong Advisory Group Inc. | 14,809 | $621 | 03/31/2024 |
SRLN | 14,809 | $621 | 03/31/2024 |
Telemus Capital LLC | 14,592 | $612 | 12/31/2023 |
SRLN | 14,592 | $612 | 12/31/2023 |
Wagner Wealth Management LLC | 14,389 | $606 | 03/31/2024 |
SRLN | 14,389 | $606 | 03/31/2024 |
Cary Street Partners Investment Advisory LLC | 13,273 | $606 | 12/31/2023 |
SRLN | 13,273 | $606 | 12/31/2023 |
Peddock Capital Advisors LLC | 14,222 | $596 | 12/31/2023 |
SRLN | 14,222 | $596 | 12/31/2023 |
Primoris Wealth Advisors LLC | 14,225 | $596 | 12/31/2023 |
SRLN | 14,225 | $596 | 12/31/2023 |
Leo Wealth LLC | 14,171 | $594 | 12/31/2023 |
SRLN | 14,171 | $594 | 12/31/2023 |
Wealthcare Advisory Partners LLC | 14,071 | $593 | 03/31/2024 |
SRLN | 14,071 | $593 | 03/31/2024 |
West Wealth Group LLC | 13,793 | $578 | 12/31/2023 |
SRLN | 13,793 | $578 | 12/31/2023 |
BOS Asset Management LLC | 13,755 | $577 | 12/31/2023 |
SRLN | 13,755 | $577 | 12/31/2023 |
RFG Advisory LLC | 13,384 | $564 | 03/31/2024 |
SRLN | 13,384 | $564 | 03/31/2024 |
Sigma Planning Corp | 13,461 | $564 | 12/31/2023 |
SRLN | 13,461 | $564 | 12/31/2023 |
Captrust Financial Advisors | 13,091 | $549 | 12/31/2023 |
SRLN | 13,091 | $549 | 12/31/2023 |
WealthPlan Investment Management LLC | 13,096 | $549 | 12/31/2023 |
SRLN | 13,096 | $549 | 12/31/2023 |
HBW Advisory Services LLC | 13,075 | $548 | 03/31/2024 |
SRLN | 13,075 | $548 | 03/31/2024 |
Financial Counselors Inc. | 12,776 | $536 | 12/31/2023 |
SRLN | 12,776 | $536 | 12/31/2023 |
Colony Group LLC | 12,790 | $536 | 12/31/2023 |
SRLN | 12,790 | $536 | 12/31/2023 |
Significant Wealth Partners LLC | 12,759 | $535 | 12/31/2023 |
SRLN | 12,759 | $535 | 12/31/2023 |
Global Assets Advisory LLC | 12,549 | $528 | 03/31/2024 |
SRLN | 12,549 | $528 | 03/31/2024 |
Ausdal Financial Partners Inc. | 12,488 | $526 | 03/31/2024 |
SRLN | 12,488 | $526 | 03/31/2024 |
Zions Bancorporation N.A. | 12,524 | $525 | 12/31/2023 |
SRLN | 12,524 | $525 | 12/31/2023 |
Eudaimonia Advisors LLC | 12,383 | $521 | 03/31/2024 |
SRLN | 12,383 | $521 | 03/31/2024 |
Hillsdale Investment Management Inc. | 12,260 | $514 | 12/31/2023 |
SRLN | 12,260 | $514 | 12/31/2023 |
Austin Private Wealth LLC | 12,145 | $508 | 03/31/2024 |
SRLN | 12,145 | $508 | 03/31/2024 |
Cullen Frost Bankers Inc. | 12,063 | $506 | 12/31/2023 |
SRLN | 12,063 | $506 | 12/31/2023 |
Avitas Wealth Management LLC | 11,875 | $500 | 03/31/2024 |
SRLN | 11,875 | $500 | 03/31/2024 |
Parallel Advisors LLC | 11,933 | $500 | 12/31/2023 |
SRLN | 11,933 | $500 | 12/31/2023 |
Tyche Wealth Partners LLC | 11,675 | $492 | 03/31/2024 |
SRLN | 11,675 | $492 | 03/31/2024 |
First City Capital Management Inc. | 11,575 | $485 | 12/31/2023 |
SRLN | 11,575 | $485 | 12/31/2023 |
Harbour Investments Inc. | 11,521 | $483 | 12/31/2023 |
SRLN | 11,521 | $483 | 12/31/2023 |
Private Trust Co. NA | 11,317 | $477 | 03/31/2024 |
SRLN | 11,317 | $477 | 03/31/2024 |
Edmonds Duncan Registered Investment Advisors LLC | 11,084 | $467 | 03/31/2024 |
SRLN | 11,084 | $467 | 03/31/2024 |
One Capital Management LLC | 11,105 | $466 | 12/31/2023 |
SRLN | 11,105 | $466 | 12/31/2023 |
LJI Wealth Management LLC | 10,900 | $457 | 12/31/2023 |
SRLN | 10,900 | $457 | 12/31/2023 |
Gilliland Jeter Wealth Management LLC | 10,748 | $451 | 12/31/2023 |
SRLN | 10,748 | $451 | 12/31/2023 |
FSB Premier Wealth Management Inc. | 10,655 | $447 | 12/31/2023 |
SRLN | 10,655 | $447 | 12/31/2023 |
MONECO Advisors LLC | 10,498 | $442 | 03/31/2024 |
SRLN | 10,498 | $442 | 03/31/2024 |
US Bancorp DE | 10,510 | $441 | 12/31/2023 |
SRLN | 10,510 | $441 | 12/31/2023 |
Simplicity Wealth LLC | 10,392 | $438 | 03/31/2024 |
SRLN | 10,392 | $438 | 03/31/2024 |
Mascoma Wealth Management LLC | 10,456 | $438 | 12/31/2023 |
SRLN | 10,456 | $438 | 12/31/2023 |
Auour Investments LLC | 10,230 | $430 | 12/31/2023 |
SRLN | 10,230 | $430 | 12/31/2023 |
Michael B. Yongue | 9,684 | $406 | 12/31/2023 |
SRLN | 9,684 | $406 | 12/31/2023 |
IFP Advisors Inc | 9,520 | $399 | 12/31/2023 |
SRLN | 9,520 | $399 | 12/31/2023 |
Stonebridge Financial Planning Group LLC | 9,424 | $395 | 12/31/2023 |
SRLN | 9,424 | $395 | 12/31/2023 |
Outlook Wealth Advisors LLC | 9,356 | $394 | 03/31/2024 |
SRLN | 9,356 | $394 | 03/31/2024 |
Blue Fin Capital Inc. | 9,404 | $394 | 12/31/2023 |
SRLN | 9,404 | $394 | 12/31/2023 |
Coastal Investment Advisors Inc. | 9,095 | $383 | 03/31/2024 |
SRLN | 9,095 | $383 | 03/31/2024 |
L & S Advisors Inc | 8,885 | $373 | 12/31/2023 |
SRLN | 8,885 | $373 | 12/31/2023 |
L.M. Kohn & Company | 8,833 | $372 | 03/31/2024 |
SRLN | 8,833 | $372 | 03/31/2024 |
Aveo Capital Partners LLC | 8,533 | $358 | 12/31/2023 |
SRLN | 8,533 | $358 | 12/31/2023 |
Marshall Financial Group LLC | 8,479 | $357 | 03/31/2024 |
SRLN | 8,479 | $357 | 03/31/2024 |
Tortoise Investment Management LLC | 8,505 | $357 | 12/31/2023 |
SRLN | 8,505 | $357 | 12/31/2023 |
Worth Financial Advisory Group LLC | 8,524 | $357 | 12/31/2023 |
SRLN | 8,524 | $357 | 12/31/2023 |
Principal Securities Inc. | 8,368 | $351 | 12/31/2023 |
SRLN | 8,368 | $351 | 12/31/2023 |
Endowment Wealth Management Inc. | 8,350 | $350 | 12/31/2023 |
SRLN | 8,350 | $350 | 12/31/2023 |
Eastern Bank | 8,205 | $344 | 12/31/2023 |
SRLN | 8,205 | $344 | 12/31/2023 |
WealthCare Investment Partners LLC | 8,120 | $342 | 03/31/2024 |
SRLN | 8,120 | $342 | 03/31/2024 |
Summit Financial Group Inc. | 8,085 | $340 | 03/31/2024 |
SRLN | 8,085 | $340 | 03/31/2024 |
Quattro Financial Advisors LLC | 8,074 | $340 | 03/31/2024 |
SRLN | 8,074 | $340 | 03/31/2024 |
Frontier Asset Management LLC | 8,039 | $337 | 12/31/2023 |
SRLN | 8,039 | $337 | 12/31/2023 |
Florin Court Capital LLP | 8,000 | $335 | 12/31/2023 |
SRLN | 8,000 | $335 | 12/31/2023 |
Measured Wealth Private Client Group LLC | 7,781 | $328 | 03/31/2024 |
SRLN | 7,781 | $328 | 03/31/2024 |
BayBridge Capital Group LLC | 7,821 | $327 | 03/31/2024 |
SRLN | 7,821 | $327 | 03/31/2024 |
Atlantic Trust LLC | 7,700 | $323 | 12/31/2023 |
SRLN | 7,700 | $323 | 12/31/2023 |
Modern Wealth Management LLC | 7,591 | $318 | 12/31/2023 |
SRLN | 7,591 | $318 | 12/31/2023 |
Navis Wealth Advisors LLC | 7,500 | $314 | 12/31/2023 |
SRLN | 7,500 | $314 | 12/31/2023 |
WealthShield Partners LLC | 7,459 | $313 | 12/31/2023 |
SRLN | 7,459 | $313 | 12/31/2023 |
Melone Private Wealth LLC | 7,461 | $313 | 12/31/2023 |
SRLN | 7,461 | $313 | 12/31/2023 |
Redmont Wealth Advisors LLC | 7,284 | $307 | 03/31/2024 |
SRLN | 7,284 | $307 | 03/31/2024 |
FSC Wealth Advisors LLC | 7,252 | $305 | 03/31/2024 |
SRLN | 7,252 | $305 | 03/31/2024 |
Chicago Partners Investment Group LLC | 7,199 | $302 | 03/31/2024 |
SRLN | 7,199 | $302 | 03/31/2024 |
Aletheian Wealth Advisors LLC | 7,089 | $299 | 03/31/2024 |
SRLN | 7,089 | $299 | 03/31/2024 |
Patriot Financial Group Insurance Agency LLC | 7,027 | $295 | 12/31/2023 |
SRLN | 7,027 | $295 | 12/31/2023 |
Roundview Capital LLC | 6,850 | $287 | 12/31/2023 |
SRLN | 6,850 | $287 | 12/31/2023 |
Walkner Condon Financial Advisors LLC | 6,656 | $280 | 03/31/2024 |
SRLN | 6,656 | $280 | 03/31/2024 |
Saxon Interests Inc. | 6,629 | $279 | 03/31/2024 |
SRLN | 6,629 | $279 | 03/31/2024 |
Octavia Wealth Advisors LLC | 6,602 | $278 | 03/31/2024 |
SRLN | 6,602 | $278 | 03/31/2024 |
Lido Advisors LLC | 6,636 | $278 | 12/31/2023 |
SRLN | 6,636 | $278 | 12/31/2023 |
KC Investment Advisors LLC | 6,641 | $278 | 12/31/2023 |
SRLN | 6,641 | $278 | 12/31/2023 |
Mirador Capital Partners LP | 6,568 | $277 | 03/31/2024 |
SRLN | 6,568 | $277 | 03/31/2024 |
Crestwood Advisors Group LLC | 6,600 | $277 | 12/31/2023 |
SRLN | 6,600 | $277 | 12/31/2023 |
Kovack Advisors Inc. | 6,477 | $273 | 03/31/2024 |
SRLN | 6,477 | $273 | 03/31/2024 |
Arrowroot Family Office LLC | 6,504 | $273 | 12/31/2023 |
SRLN | 6,504 | $273 | 12/31/2023 |
Community Bank N.A. | 6,455 | $271 | 12/31/2023 |
SRLN | 6,455 | $271 | 12/31/2023 |
C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 6,462 | $271 | 12/31/2023 |
SRLN | 6,462 | $271 | 12/31/2023 |
Essex Financial Services Inc. | 6,362 | $268 | 03/31/2024 |
SRLN | 6,362 | $268 | 03/31/2024 |
RVW Wealth LLC | 6,326 | $266 | 03/31/2024 |
SRLN | 6,326 | $266 | 03/31/2024 |
National Bank of Canada FI | 6,346 | $266 | 12/31/2023 |
SRLN | 6,346 | $266 | 12/31/2023 |
Planned Solutions Inc. | 5,979 | $252 | 03/31/2024 |
SRLN | 5,979 | $252 | 03/31/2024 |
RFG Holdings Inc. | 5,996 | $252 | 03/31/2024 |
SRLN | 5,996 | $252 | 03/31/2024 |
Patten Group Inc. | 5,881 | $248 | 03/31/2024 |
SRLN | 5,881 | $248 | 03/31/2024 |
Capital CS Group LLC | 5,800 | $244 | 03/31/2024 |
SRLN | 5,800 | $244 | 03/31/2024 |
James Investment Research Inc. | 5,700 | $239 | 12/31/2023 |
SRLN | 5,700 | $239 | 12/31/2023 |
Ascent Group LLC | 5,696 | $238 | 12/31/2023 |
SRLN | 5,696 | $238 | 12/31/2023 |
Strategic Blueprint LLC | 5,622 | $237 | 03/31/2024 |
SRLN | 5,622 | $237 | 03/31/2024 |
Cornerstone Advisory LLC | 5,631 | $236 | 12/31/2023 |
SRLN | 5,631 | $236 | 12/31/2023 |
Capital Analysts LLC | 5,581 | $234 | 12/31/2023 |
SRLN | 5,581 | $234 | 12/31/2023 |
LexAurum Advisors LLC | 5,460 | $230 | 03/31/2024 |
SRLN | 5,460 | $230 | 03/31/2024 |
Brown Advisory Inc. | 5,244 | $221 | 03/31/2024 |
SRLN | 5,244 | $221 | 03/31/2024 |
Dimension Capital Management LLC | 5,271 | $221 | 12/31/2023 |
SRLN | 5,271 | $221 | 12/31/2023 |
NBC Securities Inc. | 4,960 | $218 | 03/31/2024 |
SRLN | 4,960 | $218 | 03/31/2024 |
Geller Advisors LLC | 5,056 | $212 | 12/31/2023 |
SRLN | 5,056 | $212 | 12/31/2023 |
Focus Financial Network Inc. ADV | 4,923 | $206 | 12/31/2023 |
SRLN | 4,923 | $206 | 12/31/2023 |
Keystone Financial Group | 4,836 | $203 | 12/31/2023 |
SRLN | 4,836 | $203 | 12/31/2023 |
MCF Advisors LLC | 3,739 | $157 | 03/31/2024 |
SRLN | 3,739 | $157 | 03/31/2024 |
Gradient Investments LLC | 2,951 | $124 | 03/31/2024 |
SRLN | 2,951 | $124 | 03/31/2024 |
The PNC Financial Services Group Inc. | 2,932 | $123 | 12/31/2023 |
SRLN | 2,932 | $123 | 12/31/2023 |
Simplex Trading LLC | $112 | 03/31/2024 | |
Call | 2,600 | $109 | 03/31/2024 |
SRLN | 66 | $3 | 03/31/2024 |
TD Waterhouse Canada Inc. | 2,455 | $103 | 12/31/2023 |
SRLN | 2,455 | $103 | 12/31/2023 |
Blair William & Co. IL | 2,356 | $99 | 12/31/2023 |
SRLN | 2,356 | $99 | 12/31/2023 |
Future Financial Wealth Managment LLC | 2,105 | $89 | 03/31/2024 |
SRLN | 2,105 | $89 | 03/31/2024 |
Householder Group Estate & Retirement Specialist LLC | 2,119 | $88 | 12/31/2023 |
SRLN | 2,119 | $88 | 12/31/2023 |
Nalls Sherbakoff Group LLC | 1,959 | $82 | 12/31/2023 |
SRLN | 1,959 | $82 | 12/31/2023 |
Richard W. Paul & Associates LLC | 1,967 | $82 | 12/31/2023 |
SRLN | 1,967 | $82 | 12/31/2023 |
Tradition Wealth Management LLC | 1,889 | $79 | 12/31/2023 |
SRLN | 1,889 | $79 | 12/31/2023 |
Farther Finance Advisors LLC | 1,877 | $79 | 12/31/2023 |
SRLN | 1,877 | $79 | 12/31/2023 |
Jamison Private Wealth Management Inc. | 1,775 | $75 | 03/31/2024 |
SRLN | 1,775 | $75 | 03/31/2024 |
Semmax Financial Advisors Inc. | 1,803 | $75 | 12/31/2023 |
SRLN | 1,803 | $75 | 12/31/2023 |
Angeles Wealth Management LLC | 1,784 | $75 | 12/31/2023 |
SRLN | 1,784 | $75 | 12/31/2023 |
Scarborough Advisors LLC | 1,766 | $74 | 12/31/2023 |
SRLN | 1,766 | $74 | 12/31/2023 |
Aptus Capital Advisors LLC | 1,723 | $72 | 12/31/2023 |
SRLN | 1,723 | $72 | 12/31/2023 |
VisionPoint Advisory Group LLC | 1,724 | $72 | 12/31/2023 |
SRLN | 1,724 | $72 | 12/31/2023 |
Headlands Technologies LLC | 1,634 | $69 | 12/31/2023 |
SRLN | 1,634 | $69 | 12/31/2023 |
Whittier Trust Co. | 1,594 | $67 | 12/31/2023 |
SRLN | 1,594 | $67 | 12/31/2023 |
Proequities Inc. | 1,571 | $66 | 12/31/2023 |
SRLN | 1,571 | $66 | 12/31/2023 |
Advisors Asset Management Inc. | 1,417 | $59 | 12/31/2023 |
SRLN | 1,417 | $59 | 12/31/2023 |
Horizon Investments LLC | 1,262 | $53 | 12/31/2023 |
SRLN | 1,262 | $53 | 12/31/2023 |
ICA Group Wealth Management LLC | 1,267 | $53 | 12/31/2023 |
SRLN | 1,267 | $53 | 12/31/2023 |
YHB Investment Advisors Inc. | 1,240 | $52 | 03/31/2024 |
SRLN | 1,240 | $52 | 03/31/2024 |
Castleview Partners LLC | 1,089 | $46 | 12/31/2023 |
SRLN | 1,089 | $46 | 12/31/2023 |
Hobbs Group Advisors LLC | 1,101 | $46 | 12/31/2023 |
SRLN | 1,101 | $46 | 12/31/2023 |
Vermillion & White Wealth Management Group LLC | 933 | $39 | 12/31/2023 |
SRLN | 933 | $39 | 12/31/2023 |
PFS Partners LLC | 874 | $37 | 03/31/2024 |
SRLN | 874 | $37 | 03/31/2024 |
Creative Financial Designs Inc. ADV | 735 | $31 | 12/31/2023 |
SRLN | 735 | $31 | 12/31/2023 |
Cape Investment Advisory Inc. | 749 | $31 | 12/31/2023 |
SRLN | 749 | $31 | 12/31/2023 |
City Holding Co. | 707 | $30 | 03/31/2024 |
SRLN | 707 | $30 | 03/31/2024 |
First Horizon Advisors Inc. | 646 | $27 | 03/31/2024 |
SRLN | 646 | $27 | 03/31/2024 |
Whittier Trust Co. of Nevada Inc. | 580 | $24 | 12/31/2023 |
SRLN | 580 | $24 | 12/31/2023 |
Signaturefd LLC | 572 | $24 | 12/31/2023 |
SRLN | 572 | $24 | 12/31/2023 |
Financial Gravity Asset Management Inc. | 542 | $22 | 12/31/2023 |
SRLN | 542 | $22 | 12/31/2023 |
Tidemark LLC | 435 | $18 | 12/31/2023 |
SRLN | 435 | $18 | 12/31/2023 |
Clear Investment Research LLC | 370 | $16 | 12/31/2023 |
SRLN | 370 | $16 | 12/31/2023 |
Ameliora Wealth Management Ltd. | 327 | $14 | 03/31/2024 |
SRLN | 327 | $14 | 03/31/2024 |
Nelson Van Denburg & Campbell Wealth Management Group LLC | 329 | $14 | 12/31/2023 |
SRLN | 329 | $14 | 12/31/2023 |
Ronald Blue Trust Inc. | 334 | $14 | 12/31/2023 |
SRLN | 334 | $14 | 12/31/2023 |
Global Trust Asset Management LLC | 310 | $13 | 03/31/2024 |
SRLN | 310 | $13 | 03/31/2024 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main | 300 | $13 | 12/31/2023 |
SRLN | 300 | $13 | 12/31/2023 |
AdvisorNet Financial Inc | 240 | $10 | 03/31/2024 |
SRLN | 240 | $10 | 03/31/2024 |
Westside Investment Management Inc. | 227 | $10 | 03/31/2024 |
SRLN | 227 | $10 | 03/31/2024 |
Smartleaf Asset Management LLC | 250 | $10 | 12/31/2023 |
SRLN | 250 | $10 | 12/31/2023 |
Beacon Capital Management LLC | 207 | $9 | 12/31/2023 |
SRLN | 207 | $9 | 12/31/2023 |
Hollencrest Capital Management | 200 | $8 | 12/31/2023 |
SRLN | 200 | $8 | 12/31/2023 |
Penserra Capital Management LLC | 177 | $7 | 12/31/2023 |
SRLN | 177 | $7 | 12/31/2023 |
AllSquare Wealth Management LLC | 76 | $3 | 12/31/2023 |
SRLN | 76 | $3 | 12/31/2023 |
Impact Partnership Wealth LLC | 72 | $3 | 12/31/2023 |
SRLN | 72 | $3 | 12/31/2023 |
Coston McIsaac & Partners | 44 | $2 | 03/31/2024 |
SRLN | 44 | $2 | 03/31/2024 |
Salem Investment Counselors Inc. | 35 | $1 | 03/31/2024 |
SRLN | 35 | $1 | 03/31/2024 |
JNBA Financial Advisors | 15 | $1 | 03/31/2024 |
SRLN | 15 | $1 | 03/31/2024 |
FMR LLC | 19 | $1 | 12/31/2023 |
SRLN | 19 | $1 | 12/31/2023 |
SRS Capital Advisors Inc. | 32 | $1 | 12/31/2023 |
SRLN | 32 | $1 | 12/31/2023 |
GPS Wealth Strategies Group LLC | 35 | $1 | 12/31/2023 |
SRLN | 35 | $1 | 12/31/2023 |
American Capital Advisory LLC | 32 | $1 | 12/31/2023 |
SRLN | 32 | $1 | 12/31/2023 |
Citigroup Inc. | 6 | $0 | 12/31/2023 |
SRLN | 6 | $0 | 12/31/2023 |
Baystate Wealth Management LLC | 1 | $0 | 12/31/2023 |
SRLN | 1 | $0 | 12/31/2023 |
EverSource Wealth Advisors LLC | 9 | $0 | 12/31/2023 |
SRLN | 9 | $0 | 12/31/2023 |
Addison Advisors LLC | 3 | $0 | 12/31/2023 |
SRLN | 3 | $0 | 12/31/2023 |
Oliver Lagore Vanvalin Investment Group | 9 | $0 | 12/31/2023 |
SRLN | 9 | $0 | 12/31/2023 |
New Millennium Group LLC | 11 | $0 | 12/31/2023 |
SRLN | 11 | $0 | 12/31/2023 |
Covestor Ltd | 3 | $0 | 12/31/2023 |
SRLN | 3 | $0 | 12/31/2023 |
Frazier Financial Advisors LLC | 12 | $0 | 12/31/2023 |
SRLN | 12 | $0 | 12/31/2023 |
Susquehanna International Group LLP | $-3,120 | 12/31/2023 | |
Put | 74,400 | $3,120 | 12/31/2023 |
Citadel Advisors LLC | 30,400 | $-54,317 | 12/31/2023 |
Put | 1,400,100 | $58,706 | 12/31/2023 |
SRLN | 74,277 | $3,114 | 12/31/2023 |
Call | 30,400 | $1,275 | 12/31/2023 |
See Summary: Institutional Holders of SRLN
See Details: Top 10 Hedge Funds Holding SRLN
Also See: SRLN Holdings Changes
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