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NEW SR INVEST GRP INC COM
NEW SR INVEST GRP INC COM. Institutional holdings reported to the SEC.

Institutional Holders (2017Q1)
Portfolio Summary: 181 Institutional holders with a total value of $2,334,442,348.
#
Manager Name
Shares
Value ($)
%
Options
Notes
151 KELLY LAWRENCE W & ASSOCIATES INC/CA 2,266 23,000 0.00%
152 People's United Financial, Inc. 2,200 22,000 0.00%
153 ACROSPIRE INVESTMENT MANAGEMENT LLC 2,119 22,000 0.00%
154 IFP ADVISORS, INC 1,831 19,000 0.00%
155 US BANCORP \DE\ 1,682 17,000 0.00%
156 SONORA INVESTMENT MANAGEMENT, LLC 1,666 16,993 0.00%
157 FEDERATED HERMES, INC. 1,467 15,000 0.00%
158 PEAK6 Group LLC 1,234 13,000 0.00%
159 Financial Architects, Inc 1,135 12,000 0.00%
160 Avior Wealth Management, LLC 1,077 11,000 0.00%
161 QUADRANT CAPITAL GROUP LLC 1,163 11,000 0.00%
162 Clearbridge Investments, LLC 1,000 10,000 0.00%
163 Parallax Volatility Advisers, L.P. 1,000 10,000 0.00% Call
164 ROYAL FUND MANAGEMENT, LLC 811 8,000 0.00%
165 GOLDMAN SACHS GROUP INC 500 5,000 0.00% Put
166 MEEDER ASSET MANAGEMENT INC 455 5,000 0.00%
167 Edge Wealth Management LLC 500 5,000 0.00%
168 LAZARD ASSET MANAGEMENT LLC 482 4,000 0.00%
169 Hudock, Inc. 400 4,000 0.00%
170 Point72 Hong Kong Ltd 306 3,000 0.00%
171 BRONFMAN E.L. ROTHSCHILD, L.P. 179 2,000 0.00%
172 D'Orazio & Associates, Inc. 200 2,000 0.00%
173 CUTLER GROUP LLC / CA 200 2,000 0.00%
174 WEALTHPLAN PARTNERS, LLC 193 1,951 0.00%
175 CUTLER GROUP LLC / CA 2,100 1,000 0.00% Put
176 FLORENCE CAPITAL ADVISORS, LLC 102 1,000 0.00%
177 PARALLEL ADVISORS, LLC 108 1,000 0.00%
178 GOLDMAN SACHS GROUP INC 100 1,000 0.00% Call
179 CUTLER GROUP LLC / CA 400 0 0.00% Call
180 North Star Investment Management Corp. 33 0 0.00%
181 Advisory Services Network, LLC 16 0 0.00%
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From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.