Institutional Owners for AAPL
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| WESTWOOD WEALTH MANAGEMENT | COM | 1601 | $29,310,767 | 152,240 | 0.02 | 0.02 | -20,264 | -11.75 | 12-31-2023 |
| CAPITAL ASSET ADVISORY SERVICES LLC | COM | 1602 | $25,781,966 | 152,034 | 0.00 | 0.00 | 8,246 | 5.73 | 03-31-2024 |
| TERRIL BROTHERS INC | COM | 1603 | $26,066,675 | 152,010 | 0.01 | 0.01 | 753 | 0.50 | 03-31-2024 |
| NICOLET ADVISORY SERVICES LLC | COM | 1604 | $27,471,692 | 151,627 | 0.00 | 0.00 | -7,777 | -4.88 | 12-31-2023 |
