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Institutional Holdings
SILAOwnership Summary
Institutions Holding
28
Total Shares Held
237,094
Total Value Held
$3,730,030
Quarter
2026-06-30
Active Positions
Increased Positions
7
125,879 shares
Decreased Positions
5
97,960 shares
Held Positions
5
4,943 shares
New Positions
4
8,312 shares
Sold Out Positions
7
23,733 shares
| Institution | Shares | Value | Change | % of Portfolio | Reported |
|---|---|---|---|---|---|
| Prime Capital Investment Advisors, LLC | 43,484 | $1,320,182 | ▼ -3,057 | 0.01% | 2026-06-30 |
| HARBOUR INVESTMENTS, INC. | 22,825 | $692,960 | ▼ -743 | 0.01% | 2026-06-30 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 22,471 | $682,214 | ▼ -15,897 | 0.03% | 2026-06-30 |
| Strategic Wealth Partners, Ltd. | 9,483 | $287,904 | ▲ +1,195 | 0.02% | 2026-06-30 |
| Farther Finance Advisors, LLC | 9,153 | $277,885 | ▼ -5,607 | 0.00% | 2026-06-30 |
| HIGHLINE WEALTH PARTNERS LLC | 3,874 | $117,615 | New position | 0.02% | 2026-06-30 |
| Continuum Advisory, LLC | 3,447 | $104,651 | New position | 0.01% | 2026-06-30 |
| LRI Investments, LLC | 1,437 | $43,627 | Unchanged | 0.00% | 2026-06-30 |
| Basepoint Wealth LLC | 1,307 | $39,672 | ▲ +17 | 0.02% | 2026-06-30 |
| Cedar Mountain Advisors, LLC | 1,250 | $37,950 | Unchanged | 0.01% | 2026-06-30 |
| GILL CAPITAL PARTNERS, LLC | 1,006 | $30,542 | Unchanged | 0.01% | 2026-06-30 |
| Parallel Advisors, LLC | 826 | $25,077 | New position | 0.00% | 2026-06-30 |
| ST GERMAIN D J CO INC | 639 | $19,400 | Unchanged | 0.00% | 2026-06-30 |
| PlanVest Financial, Inc | 611 | $18,550 | Unchanged | 0.01% | 2026-06-30 |
| CoreCap Advisors, LLC | 363 | $11,021 | ▲ +32 | 0.00% | 2026-06-30 |
| AdvisorNet Financial, Inc | 186 | $5,650 | ▲ +2 | 0.00% | 2026-06-30 |
| GAMMA Investing LLC | 177 | $5,374 | ▲ +16 | 0.00% | 2026-06-30 |
| Bogart Wealth, LLC | 165 | $5,009 | New position | 0.00% | 2026-06-30 |
| SG Americas Securities, LLC | 114,348 | $3,472 | ▲ +102,299 | 0.00% | 2026-06-30 |
| ROTHSCHILD INVESTMENT LLC | 27 | $820 | ▼ -27 | 0.00% | 2026-06-30 |
| Essential Partners LLC | 15 | $455 | ▲ +11 | 0.00% | 2026-06-30 |
| Advisory Services Network, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Second Line Capital, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Sound Income Strategies, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Rossby Financial, LCC | 0 | $0 | Sold out | 2026-06-30 | |
| Cornerstone Planning Group LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Root Financial Partners, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Dunhill Financial, LLC | 0 | $0 | Sold out | 2026-06-30 |