Institutional Owners for SWK
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| BERMAN CAPITAL ADVISORS LLC | Stock | 1301 | $69,000 | 398 | 0.01 | 0.01 | 137 | 52.49 | 09-30-2021 |
| KINGS POINT CAPITAL MANAGEMENT | COM | 1302 | $75,000 | 398 | 0.01 | 0.01 | 0 | 0.00 | 12-31-2021 |
| SMARTLEAF ASSET MANAGEMENT LLC | COM | 1303 | $39,198 | 395 | 0.00 | 395 | +Inf | 12-31-2023 | |
| PRINCIPAL SECURITIES INC | COM | 1304 | $37,703 | 385 | 0.00 | 0.00 | -4 | -1.03 | 03-31-2024 |
