Institutional Owners for SWK
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| GLASSMAN WEALTH SERVICES | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 27 | 18.00 | 03-31-2024 |
| STONEBRIDGE CAPITAL ADVISORS LLC | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 40 | 32.00 | 12-31-2023 |
| HARBOR INVESTMENT ADVISORY LLC | Stock | 1353 | $16,158 | 165 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| TURTLE CREEK WEALTH ADVISORS LLC | Stock | 1354 | $15,990 | 163 | 0.00 | 163 | +Inf | 12-31-2023 |
