HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing SPSM Share Count | ||||
| United Asset Strategies Inc. | 10,251 | 426,017 | +415,766 | +4055.86% |
| Sound Income Strategies LLC | 44 | 888 | +844 | +1918.18% |
| AdvisorNet Financial Inc | 2,732 | 31,469 | +28,737 | +1051.87% |
| Exchange Capital Management Inc. | 7,494 | 68,231 | +60,737 | +810.48% |
| Octavia Wealth Advisors LLC | 13,791 | 105,433 | +91,642 | +664.51% |
| One Day In July LLC | 16,986 | 90,986 | +74,000 | +435.65% |
| Strategic Financial Concepts LLC | 45,573 | 105,010 | +59,437 | +130.42% |
| MJP Associates Inc. ADV | 56,112 | 116,973 | +60,861 | +108.46% |
| Fifth Third Bancorp | 23,065 | 44,270 | +21,205 | +91.94% |
| Webster Bank N. A. | 350 | 650 | +300 | +85.71% |
| SJS Investment Consulting Inc. | 251 | 426 | +175 | +69.72% |
| Brown Advisory Inc. | 6,724 | 10,981 | +4,257 | +63.31% |
| Raymond James Trust N.A. | 7,826 | 12,731 | +4,905 | +62.68% |
| RFG Advisory LLC | 105,794 | 169,961 | +64,167 | +60.65% |
| Precedent Wealth Partners LLC | 12,338 | 19,452 | +7,114 | +57.66% |
| M&R Capital Management Inc. | 603 | 946 | +343 | +56.88% |
| Zimmermann Investment Management & Planning LLC | 39,678 | 61,763 | +22,085 | +55.66% |
| Shepherd Financial Partners LLC | 27,200 | 40,587 | +13,387 | +49.22% |
| Wealth Enhancement Advisory Services LLC | 432,796 | 616,678 | +183,882 | +42.49% |
| Retirement Planning Group | 6,517 | 9,232 | +2,715 | +41.66% |
| Hexagon Capital Partners LLC | 180 | 245 | +65 | +36.11% |
| Compass Wealth Management LLC | 38,344 | 50,116 | +11,772 | +30.70% |
| Veriti Management LLC | 5,500 | 6,852 | +1,352 | +24.58% |
| Flagship Harbor Advisors LLC | 239,223 | 294,132 | +54,909 | +22.95% |
| Raymond James & Associates | 653,743 | 793,264 | +139,521 | +21.34% |
| Sunburst Financial Group LLC | 13,047 | 15,812 | +2,765 | +21.19% |
| Stablepoint Partners LLC | 12,855 | 15,483 | +2,628 | +20.44% |
| Wealthcare Advisory Partners LLC | 956,854 | 1,152,219 | +195,365 | +20.42% |
| Chicago Partners Investment Group LLC | 46,535 | 55,692 | +9,157 | +19.68% |
| Harbor Investment Advisory LLC | 17,140 | 20,248 | +3,108 | +18.13% |
| Values Added Financial LLC | 16,391 | 19,324 | +2,933 | +17.89% |
| Dakota Wealth Management | 450,009 | 523,323 | +73,314 | +16.29% |
| Wealth Management Resources Inc. | 24,584 | 28,505 | +3,921 | +15.95% |
| Patriot Investment Management Inc. | 459,824 | 528,540 | +68,716 | +14.94% |
| Stratos Wealth Partners LTD. | 267,597 | 303,691 | +36,094 | +13.49% |
| Walkner Condon Financial Advisors LLC | 148,371 | 168,072 | +19,701 | +13.28% |
| Opal Wealth Advisors LLC | 32,553 | 36,788 | +4,235 | +13.01% |
| S.A. Mason LLC | 1,885 | 2,120 | +235 | +12.47% |
| Bill Few Associates Inc. | 23,632 | 26,282 | +2,650 | +11.21% |
| APCM Wealth Management for Individuals | 12,391 | 13,738 | +1,347 | +10.87% |
| Parsons Capital Management Inc. RI | 8,236 | 9,101 | +865 | +10.50% |
| River Street Advisors LLC | 18,256 | 20,096 | +1,840 | +10.08% |
| Allworth Financial LP | 204,654 | 224,037 | +19,383 | +9.47% |
| Lunt Capital Management Inc. | 30,537 | 33,392 | +2,855 | +9.35% |
| IAG Wealth Partners LLC | 82,698 | 90,343 | +7,645 | +9.24% |
| WBH Advisory Inc. | 240,949 | 260,091 | +19,142 | +7.94% |
| CWM LLC | 2,043,002 | 2,197,839 | +154,837 | +7.58% |
| Valicenti Advisory Services Inc. | 35,034 | 37,684 | +2,650 | +7.56% |
| ST Germain D J Co. Inc. | 337,451 | 360,329 | +22,878 | +6.78% |
| Nikulski Financial Inc. | 32,341 | 34,486 | +2,145 | +6.63% |
| Ehrlich Financial Group | 14,430 | 15,365 | +935 | +6.48% |
| Vicus Capital | 7,518 | 7,988 | +470 | +6.25% |
| Lbmc Investment Advisors LLC | 79,555 | 84,395 | +4,840 | +6.08% |
| Defined Wealth Management LLC | 40,827 | 43,308 | +2,481 | +6.08% |
| Boston Standard Wealth Management LLC | 311,011 | 328,317 | +17,306 | +5.56% |
| Marmo Financial Group LLC | 303,738 | 319,805 | +16,067 | +5.29% |
| Private Trust Co. NA | 48,765 | 51,224 | +2,459 | +5.04% |
| Private Wealth Group LLC | 173,980 | 182,523 | +8,543 | +4.91% |
| Arkansas Financial Group Inc. | 47,033 | 49,328 | +2,295 | +4.88% |
| Burt Wealth Advisors | 6,234 | 6,524 | +290 | +4.65% |
| Claro Advisors LLC | 36,508 | 38,206 | +1,698 | +4.65% |
| MBM Wealth Consultants LLC | 23,149 | 24,178 | +1,029 | +4.45% |
| FF Advisors LLC | 40,341 | 42,066 | +1,725 | +4.28% |
| Lockerman Financial Group Inc. | 7,799 | 8,109 | +310 | +3.97% |
| Voisard Asset Management Group Inc. | 159,717 | 165,623 | +5,906 | +3.70% |
| Butensky & Cohen Financial Security Inc. | 13,987 | 14,482 | +495 | +3.54% |
| Trinity Wealth Management LLC | 16,392 | 16,970 | +578 | +3.53% |
| Legend Financial Advisors Inc. | 81,624 | 84,419 | +2,795 | +3.42% |
| Summit Investment Advisory Services LLC | 178,872 | 184,635 | +5,763 | +3.22% |
| Park Avenue Securities LLC | 261,946 | 270,297 | +8,351 | +3.19% |
| Taylor & Morgan Wealth Management LLC | 269,111 | 276,884 | +7,773 | +2.89% |
| Horizon Wealth Management LLC | 8,859 | 9,110 | +251 | +2.83% |
| LexAurum Advisors LLC | 15,117 | 15,532 | +415 | +2.75% |
| Spire Wealth Management | 2,013 | 2,068 | +55 | +2.73% |
| Cornerstone Wealth Management LLC | 102,038 | 104,522 | +2,484 | +2.43% |
| Trilogy Capital Inc. | 329,249 | 337,042 | +7,793 | +2.37% |
| Financial Enhancement Group LLC | 48,445 | 49,494 | +1,049 | +2.17% |
| Verdence Capital Advisors LLC | 11,692 | 11,942 | +250 | +2.14% |
| Edmonds Duncan Registered Investment Advisors LLC | 91,548 | 93,421 | +1,873 | +2.05% |
| Legacy Private Trust Co. | 56,305 | 57,454 | +1,149 | +2.04% |
| Range Financial Group LLC | 30,840 | 31,426 | +586 | +1.90% |
| Cahaba Wealth Management Inc. | 185,167 | 188,533 | +3,366 | +1.82% |
| Marion Wealth Management | 6,066 | 6,171 | +105 | +1.73% |
| Windsor Capital Management LLC | 247,981 | 252,125 | +4,144 | +1.67% |
| Cambridge Investment Research Advisors Inc. | 434,214 | 441,016 | +6,802 | +1.57% |
| Hofer & Associates. Inc | 98,394 | 99,920 | +1,526 | +1.55% |
| Peterson Wealth Advisors LLC | 638,511 | 648,291 | +9,780 | +1.53% |
| Venturi Wealth Management LLC | 69,329 | 70,342 | +1,013 | +1.46% |
| Global Retirement Partners LLC | 243,303 | 246,506 | +3,203 | +1.32% |
| Allen Capital Group LLC | 320,914 | 324,505 | +3,591 | +1.12% |
| NBC Securities Inc. | 4,859 | 4,904 | +45 | +0.93% |
| Oliver Luxxe Assets LLC | 5,265 | 5,306 | +41 | +0.78% |
| Coastal Investment Advisors Inc. | 24,168 | 24,352 | +184 | +0.76% |
| Ausdal Financial Partners Inc. | 80,929 | 81,525 | +596 | +0.74% |
| Breakwater Capital Group | 70,233 | 70,753 | +520 | +0.74% |
| Colton Groome Financial Advisors LLC | 80,206 | 80,652 | +446 | +0.56% |
| Sunbelt Securities Inc. | 1,140 | 1,145 | +5 | +0.44% |
| CFM Wealth Partners LLC | 50,581 | 50,769 | +188 | +0.37% |
| FSC Wealth Advisors LLC | 678 | 680 | +2 | +0.29% |
| Congress Wealth Management LLC DE | 1,857,898 | 1,861,406 | +3,508 | +0.19% |
| N.E.W. Advisory Services LLC | 5,033 | 5,042 | +9 | +0.18% |
| Partnership Wealth Management LLC | 1,159 | 1,161 | +2 | +0.17% |
| Parcion Private Wealth LLC | 14,992 | 15,006 | +14 | +0.09% |
| Apella Capital LLC | 20,422 | 20,441 | +19 | +0.09% |
| Annapolis Financial Services LLC | 47,112 | 47,147 | +35 | +0.07% |
| Professional Financial Advisors LLC | 5,563 | 5,565 | +2 | +0.04% |
| Cooper Financial Group | 34,433 | 34,435 | +2 | +0.01% |
| Gilman Hill Asset Management LLC | 23,690 | 23,691 | +1 | +0.00% |
| 13F Filers Reporting New Positions In SPSM | ||||
| Spirit of America Management Corp NY | 0 | 4,224 | +4,224 | +100% |
| Nations Financial Group Inc. IA ADV | 0 | 12,289 | +12,289 | +100% |
| Woodmont Investment Counsel LLC | 0 | 8,100 | +8,100 | +100% |
| Mather Group LLC. | 0 | 310 | +310 | +100% |
| Oakworth Capital Inc. | 0 | 2,354 | +2,354 | +100% |
| Capital Advisors Ltd. LLC | 0 | 1,473 | +1,473 | +100% |
| Capital Asset Advisory Services LLC | 0 | 6,190 | +6,190 | +100% |
| Ritholtz Wealth Management | 0 | 5,858 | +5,858 | +100% |
| Sage Mountain Advisors LLC | 0 | 929 | +929 | +100% |
| Wealth Advisory Solutions LLC | 0 | 60,476 | +60,476 | +100% |
| Five Oceans Advisors | 0 | 6,730 | +6,730 | +100% |
| Eagle Strategies LLC | 0 | 10,088 | +10,088 | +100% |
| Red Tortoise LLC | 0 | 845 | +845 | +100% |
| Global Wealth Strategies & Associates | 0 | 406 | +406 | +100% |
| Simplicity Wealth LLC | 0 | 4,789 | +4,789 | +100% |
| Rooted Wealth Advisors Inc. | 0 | 4,777 | +4,777 | +100% |
| PFG Investments LLC | 0 | 5,060 | +5,060 | +100% |
| Christopher J. Hasenberg Inc | 0 | 41 | +41 | +100% |
| Financial Perspectives Inc | 0 | 90 | +90 | +100% |
| GAMMA Investing LLC | 0 | 1,141 | +1,141 | +100% |
| Focus Financial Network Inc. | 0 | 570,674 | +570,674 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| CENTRAL TRUST Co | 1,075 | 1,075 | UNCH | 0.00% |
| Caldwell Sutter Capital Inc. | 687 | 687 | UNCH | 0.00% |
| Salem Investment Counselors Inc. | 23,784 | 23,784 | UNCH | 0.00% |
| Barrett & Company Inc. | 562 | 562 | UNCH | 0.00% |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP MA | 105 | 105 | UNCH | 0.00% |
| Arcadia Investment Management Corp MI | 3,899 | 3,899 | UNCH | 0.00% |
| Clifford Swan Investment Counsel LLC | 6,983 | 6,983 | UNCH | 0.00% |
| Atwood & Palmer Inc. | 778 | 778 | UNCH | 0.00% |
| Lynch & Associates IN | 11,114 | 11,114 | UNCH | 0.00% |
| American National Bank | 1,990 | 1,990 | UNCH | 0.00% |
| Acropolis Investment Management LLC | 6,258 | 6,258 | UNCH | 0.00% |
| Phillips Financial Management LLC | 2,578 | 2,578 | UNCH | 0.00% |
| Westside Investment Management Inc. | 677 | 677 | UNCH | 0.00% |
| Cranbrook Wealth Management LLC | 4,766 | 4,766 | UNCH | 0.00% |
| Summit Trail Advisors LLC | 8,324 | 8,324 | UNCH | 0.00% |
| Bogart Wealth LLC | 2 | 2 | UNCH | 0.00% |
| Carmichael Hill & Associates Inc. | 4,991 | 4,991 | UNCH | 0.00% |
| Independence Bank of Kentucky | 4,233 | 4,233 | UNCH | 0.00% |
| West Branch Capital LLC | 2,341 | 2,341 | UNCH | 0.00% |
| Essex Savings Bank | 6,229 | 6,229 | UNCH | 0.00% |
| Ellis Investment Partners LLC | 4,957 | 4,957 | UNCH | 0.00% |
| MBE Wealth Management LLC | 8,955 | 8,955 | UNCH | 0.00% |
| HBW Advisory Services LLC | 4,797 | 4,797 | UNCH | 0.00% |
| BCS Wealth Management | 10,895 | 10,895 | UNCH | 0.00% |
| Atticus Wealth Management LLC | 255 | 255 | UNCH | 0.00% |
| Lion Street Advisors LLC | 5,188 | 5,188 | UNCH | 0.00% |
| Center for Financial Planning Inc. | 500 | 500 | UNCH | 0.00% |
| Wolff Wiese Magana LLC | 395 | 395 | UNCH | 0.00% |
| Oakwell Private Wealth Management LLC | 8,137 | 8,137 | UNCH | 0.00% |
| DHJJ Financial Advisors Ltd. | 13 | 13 | UNCH | 0.00% |
| Sovereign Financial Group Inc. | 11,720 | 11,720 | UNCH | 0.00% |
| Newbridge Financial Services Group Inc. | 2,467 | 2,467 | UNCH | 0.00% |
| Safeguard Financial LLC | 18,794 | 18,794 | UNCH | 0.00% |
| Armstrong Advisory Group Inc. | 131 | 131 | UNCH | 0.00% |
| Horizons Wealth Management | 164 | 164 | UNCH | 0.00% |
| Financial Freedom LLC | 231 | 231 | UNCH | 0.00% |
| Sebold Capital Management Inc. | 8,996 | 8,996 | UNCH | 0.00% |
| ZRC Wealth Management LLC | 670 | 670 | UNCH | 0.00% |
| WFA Asset Management Corp | 76 | 76 | UNCH | 0.00% |
| Sapient Capital LLC | 5,828 | 5,828 | UNCH | 0.00% |
| Transcendent Capital Group LLC | 980 | 980 | UNCH | 0.00% |
| 13F Filers Decreasing SPSM Share Count | ||||
| Advance Capital Management Inc. | 700,711 | 12,770 | -687,941 | -98.18% |
| Catalyst Private Wealth LLC | 38,142 | 4,865 | -33,277 | -87.25% |
| Bank of New York Mellon Corp | 625,634 | 137,122 | -488,512 | -78.08% |
| Financial Synergies Wealth Advisors Inc. | 270,561 | 61,435 | -209,126 | -77.29% |
| PCG Wealth Advisors LLC | 67,451 | 15,941 | -51,510 | -76.37% |
| Denver Wealth Management Inc. | 90,054 | 24,164 | -65,890 | -73.17% |
| Raymond James Financial Services Advisors Inc. | 684,928 | 322,188 | -362,740 | -52.96% |
| Northwest Capital Management Inc | 3,916 | 1,891 | -2,025 | -51.71% |
| Monticello Wealth Management LLC | 341,243 | 204,543 | -136,700 | -40.06% |
| Sightline Wealth Advisors LLC | 21,510 | 13,623 | -7,887 | -36.67% |
| Tsfg LLC | 9,640 | 6,225 | -3,415 | -35.43% |
| Iron Horse Wealth Management LLC | 242 | 165 | -77 | -31.82% |
| Gradient Investments LLC | 1,746 | 1,200 | -546 | -31.27% |
| Security Financial Services INC. | 20,643 | 14,378 | -6,265 | -30.35% |
| Private Ocean LLC | 2,097 | 1,510 | -587 | -27.99% |
| Signal Advisors Wealth LLC | 7,896 | 5,761 | -2,135 | -27.04% |
| Helen Stephens Group LLC | 8,663 | 6,429 | -2,234 | -25.79% |
| Annex Advisory Services LLC | 241,296 | 179,914 | -61,382 | -25.44% |
| NovaPoint Capital LLC | 61,881 | 47,304 | -14,577 | -23.56% |
| Outlook Wealth Advisors LLC | 26,596 | 20,711 | -5,885 | -22.13% |
| Moneywise Inc. | 16,350 | 12,954 | -3,396 | -20.77% |
| Main Line Retirement Advisors LLC | 7,753 | 6,152 | -1,601 | -20.65% |
| Triumph Capital Management | 35,755 | 28,730 | -7,025 | -19.65% |
| Clarus Wealth Advisors | 56,249 | 45,576 | -10,673 | -18.97% |
| OneAscent Financial Services LLC | 434,460 | 353,506 | -80,954 | -18.63% |
| Prairie Sky Financial Group LLC | 71,229 | 58,432 | -12,797 | -17.97% |
| Brown Financial Advisory | 17,910 | 14,774 | -3,136 | -17.51% |
| Carr Financial Group Corp | 12,388 | 10,246 | -2,142 | -17.29% |
| Arthur M. Cohen & Associates LLC | 5,725 | 4,748 | -977 | -17.07% |
| Financial Management Network Inc. | 17,327 | 14,630 | -2,697 | -15.57% |
| Strategic Investment Advisors MI | 11,860 | 10,124 | -1,736 | -14.64% |
| SOL Capital Management CO | 22,009 | 18,944 | -3,065 | -13.93% |
| Strategic Blueprint LLC | 32,389 | 27,905 | -4,484 | -13.84% |
| WASHINGTON TRUST Co | 4,023 | 3,495 | -528 | -13.12% |
| Wealthcare Capital Management LLC | 36,818 | 32,282 | -4,536 | -12.32% |
| Amplius Wealth Advisors LLC | 13,095 | 11,593 | -1,502 | -11.47% |
| Tennessee Valley Asset Management Partners | 10,189 | 9,024 | -1,165 | -11.43% |
| Aspire Private Capital LLC | 167,469 | 150,345 | -17,124 | -10.23% |
| Stratos Wealth Advisors LLC | 43,003 | 38,767 | -4,236 | -9.85% |
| PSI Advisors LLC | 166,695 | 150,426 | -16,269 | -9.76% |
| Financial Insights Inc. | 275,768 | 251,517 | -24,251 | -8.79% |
| RVW Wealth LLC | 335,023 | 308,299 | -26,724 | -7.98% |
| Affinity Capital Advisors LLC | 66,033 | 61,052 | -4,981 | -7.54% |
| G&S Capital LLC | 48,020 | 44,520 | -3,500 | -7.29% |
| Pachira Investments Inc. | 214,970 | 200,695 | -14,275 | -6.64% |
| Pegasus Partners Ltd. | 33,748 | 31,523 | -2,225 | -6.59% |
| Grimes & Company Inc. | 78,189 | 73,047 | -5,142 | -6.58% |
| Narus Financial Partners LLC | 11,479 | 10,783 | -696 | -6.06% |
| Courier Capital LLC | 7,062 | 6,655 | -407 | -5.76% |
| 626 Financial LLC | 90,025 | 85,127 | -4,898 | -5.44% |
| Detalus Advisors LLC | 7,187 | 6,799 | -388 | -5.40% |
| Brookstone Capital Management | 10,123 | 9,671 | -452 | -4.47% |
| Procyon Private Wealth Partners LLC | 12,472 | 11,980 | -492 | -3.94% |
| Austin Private Wealth LLC | 865,445 | 832,246 | -33,199 | -3.84% |
| Moisand Fitzgerald Tamayo LLC | 6,723 | 6,466 | -257 | -3.82% |
| Latitude Advisors LLC | 12,801 | 12,371 | -430 | -3.36% |
| Portside Wealth Group LLC | 23,196 | 22,566 | -630 | -2.72% |
| Kohmann Bosshard Financial Services LLC | 43,749 | 42,565 | -1,184 | -2.71% |
| ACT Advisors LLC. | 7,708 | 7,514 | -194 | -2.52% |
| Sandy Cove Advisors LLC | 9,792 | 9,558 | -234 | -2.39% |
| Capital Investment Advisory Services LLC | 16,412 | 16,048 | -364 | -2.22% |
| KWB Wealth | 273,640 | 267,966 | -5,674 | -2.07% |
| Cyndeo Wealth Partners LLC | 40,496 | 39,667 | -829 | -2.05% |
| Center For Asset Management LLC | 8,463 | 8,293 | -170 | -2.01% |
| Ironwood Wealth Management LLC. | 126,351 | 123,952 | -2,399 | -1.90% |
| Hudson Valley Investment Advisors Inc. ADV | 90,244 | 88,644 | -1,600 | -1.77% |
| Pure Financial Advisors Inc. | 276,068 | 271,296 | -4,772 | -1.73% |
| Capital Advisory Group Advisory Services LLC | 36,661 | 36,039 | -622 | -1.70% |
| IFG Advisors LLC | 58,969 | 57,993 | -976 | -1.66% |
| Integrity Wealth Solutions LLC | 34,534 | 33,991 | -543 | -1.57% |
| Sterling Manor Financial LLC | 189,613 | 186,778 | -2,835 | -1.50% |
| Financial Security Advisor Inc. | 457,613 | 451,747 | -5,866 | -1.28% |
| Strategic Financial Planning Inc. | 104,024 | 102,788 | -1,236 | -1.19% |
| Valeo Financial Advisors LLC | 314,334 | 311,131 | -3,203 | -1.02% |
| Lindbrook Capital LLC | 153 | 152 | -1 | -0.65% |
| Waller Financial Planning Group Inc. | 806,499 | 801,325 | -5,174 | -0.64% |
| Corrigan Financial Inc. | 20,477 | 20,351 | -126 | -0.62% |
| Tilson Financial Group Inc. | 14,592 | 14,520 | -72 | -0.49% |
| Garrett Investment Advisors LLC | 14,484 | 14,425 | -59 | -0.41% |
| Seaside Wealth Management Inc. | 20,422 | 20,354 | -68 | -0.33% |
| McNamara Financial Services Inc. | 388,597 | 387,461 | -1,136 | -0.29% |
| Fingerlakes Wealth Management Inc. | 14,903 | 14,866 | -37 | -0.25% |
| E&G Advisors LP | 12,231 | 12,201 | -30 | -0.25% |
| ERn Financial LLC | 60,921 | 60,915 | -6 | -0.01% |
| MONECO Advisors LLC | 18,637 | 18,636 | -1 | -0.01% |
| 13F Filers Exiting SPSM | ||||
| KLR Investment Advisors LLC | 8,025 | 0 | -8,025 | -100.00% |
| AllGen Financial Advisors Inc. | 109,211 | 0 | -109,211 | -100.00% |
| Kaydan Wealth Management Inc. | 369,645 | 0 | -369,645 | -100.00% |
| Independent Wealth Network Inc. | 7,506 | 0 | -7,506 | -100.00% |
| Sterling Group Wealth Management LLC | 111,325 | 0 | -111,325 | -100.00% |
| GoalVest Advisory LLC | 186 | 0 | -186 | -100.00% |
| Cordant Inc. | 6 | 0 | -6 | -100.00% |
| Advisor Resource Council | 99,925 | 0 | -99,925 | -100.00% |
| Navalign LLC | 9,149 | 0 | -9,149 | -100.00% |
| International Assets Investment Management LLC | 13,870 | 0 | -13,870 | -100.00% |
| Elevated Capital Advisors LLC | 6,827 | 0 | -6,827 | -100.00% |
| Investment Research & Advisory Group Inc. | 330 | 0 | -330 | -100.00% |
| Mayfair Advisory Group LLC | 4,877 | 0 | -4,877 | -100.00% |
| Pacifica Partners Inc. | 20 | 0 | -20 | -100.00% |
| Founders Capital Management | 131 | 0 | -131 | -100.00% |
| Meridian Wealth Management LLC | 17,521 | 0 | -17,521 | -100.00% |
| Sharkey Howes & Javer | 5,515 | 0 | -5,515 | -100.00% |
| MCF Advisors LLC | 825 | 0 | -825 | -100.00% |
| Signet Financial Management LLC | 7,887 | 0 | -7,887 | -100.00% |
| Simplex Trading LLC | 15,514 | 0 | -15,514 | -100.00% |
| Founders Financial Securities LLC | 132,857 | 0 | -132,857 | -100.00% |
| NBT Bank N A NY | 64 | 0 | -64 | -100.00% |
See Summary: Institutional Holders of SPSM
See Details: Top 10 Hedge Funds Holding SPSM
