Kolli Sreelakshmi (SHM) [Rocket]

Ownership

Kolli Sreelakshmi (SHM)

Portfolio as of:

Name	Shares	Change	Value	% Port	% OS	Hist	Date
BANK OF AMERICA CORP /DE/	15,662,158	-201,172	736,904,553,000	0.08		Hist	06/30/2023
ENVESTNET ASSET MANAGEMENT INC	8,954,198	35,346	421,295,031,000	0.19		Hist	06/30/2023
WELLS FARGO & COMPANY/MN	6,263,864	165,032	294,714,808,000	0.08		Hist	06/30/2023
MORGAN STANLEY	6,020,575	-1,467,028	283,268,112,000	0.03		Hist	06/30/2023
GOLDMAN SACHS GROUP INC	5,288,760	87,127	251,480,515,000	0.05		Hist	03/31/2023
UNITED CAPITAL FINANCIAL ADVISERS, LLC	4,621,022	728,765	217,419,064,000	1.19		Hist	06/30/2023
JANE STREET GROUP, LLC	3,501,015	2,940,868	164,722,756,000	0.06		Hist	06/30/2023
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	2,141,676	111,650	100,765,852,000	0.13		Hist	06/30/2023
PNC FINANCIAL SERVICES GROUP, INC.	2,113,603	-144,318	99,445,020,000	0.08		Hist	06/30/2023
Opal Wealth Advisors, LLC	1,044,186	465,165	49,128,960,000	24.51		Hist	06/30/2023
SEI INVESTMENTS CO	912,424	-118,714	42,929,660,000	0.07		Hist	06/30/2023
LPL Financial LLC	849,679	32,288	40,402,245,000	0.03		Hist	03/31/2023
Financial Engines Advisors L.L.C.	781,557	5,339	36,772,243,000	0.09		Hist	06/30/2023
Quent Capital, LLC	750,027	79,506	34,673,766,000	5.41		Hist	09/30/2023
TRUIST FINANCIAL CORP	591,172	210,678	27,773,278,000	0.05		Hist	12/31/2022
UBS Group AG	569,893	-113,268	26,813,466,000	0.01		Hist	06/30/2023
ADVISOR GROUP HOLDINGS, INC.	552,624	-88,544	25,992,312,000			Hist	06/30/2023
Estate Counselors, LLC	483,335	101,422	22,707,078,000	3.18		Hist	12/31/2022
STIFEL FINANCIAL CORP	460,317	83,052	21,657,942,000	0.03		Hist	06/30/2023
Alaska Wealth Advisors	450,253	18,124	21,409,530,000	3.58		Hist	03/31/2023
AVANTAX ADVISORY SERVICES, INC.	406,377	-4,593	19,120,047,000	0.22		Hist	06/30/2023
Wealthcare Advisory Partners LLC	385,463	175,625	18,136,039,000	0.81		Hist	06/30/2023
DUBUQUE BANK & TRUST CO	378,264	94,017	17,797,321,000	2.29		Hist	06/30/2023
ROYAL BANK OF CANADA	358,620	-75,942	16,873,000,000	0.00		Hist	06/30/2023
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT	353,777	-111,984	16,645,208,000	1.54		Hist	06/30/2023
Ackerman Capital Advisors, LLC	339,390	13,099	16,137,995,000	4.18		Hist	03/31/2023
Raymond James Financial Services Advisors, Inc.	316,808	-47,729	14,883,624,000	0.03		Hist	12/31/2022
CAPRIN ASSET MANAGEMENT LLC /ADV	315,464	-92,135	14,820,520,000	23.13		Hist	12/31/2022
CITIGROUP INC	307,993	-5,790	14,491,065,000	0.01		Hist	06/30/2023
Allworth Financial LP	262,701	65,431	12,360,091,000	0.10		Hist	06/30/2023
DAVIDSON INVESTMENT ADVISORS	250,480	250,480	11,910,324,000			Hist	03/31/2023
Beacon Pointe Advisors, LLC	233,668	44,395	11,110,896,000	0.19		Hist	03/31/2023
AMERIPRISE FINANCIAL INC	230,068	-103,461	10,826,736,000	0.00		Hist	06/30/2023
ASSETMARK, INC	224,265	-6,372	10,551,668,000	0.04		Hist	06/30/2023
Cetera Investment Advisers	195,282	-18,820	9,285,671,000	0.08		Hist	03/31/2023
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