Institutional Owners for AAPL
Institution Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta (%) Period of Report
INTERCONTINENTAL WEALTH ADVISORS LLC COM 2101 $19,305,441 99,528 0.00 0.00 17,079 20.71 06-30-2023
PEGASUS ASSET MANAGEMENT INC COM 2102 $13,751,000 99,501 7.77 7.81 -3,568 -3.46 09-30-2022
FRG FAMILY WEALTH ADVISORS LLC COM 2103 $19,153,786 99,485 0.00 0.00 -1,748 -1.73 12-31-2023
STOCKMAN WEALTH MANAGEMENT INC COM 2104 $17,019,482 99,251 0.00 0.00 9 0.01 03-31-2024
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