Institutional Owners for SM
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| JFS WEALTH ADVISORS LLC | COM | 601 | $3,939 | 79 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| PRIVATE WEALTH MANAGEMENT GROUP LLC | COM | 602 | $2,991 | 60 | 0.00 | 60 | +Inf | 03-31-2024 | |
| ADVISORNET FINANCIAL INC | Stock | 603 | $2,891 | 58 | 0.00 | 0.00 | -35 | -37.63 | 03-31-2024 |
| ASSETMARK INC | COM | 604 | $2,207 | 57 | 0.00 | 57 | +Inf | 12-31-2023 |
