Institutional Owners for AAPL
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| MARSHALL FINANCIAL GROUP LLC | COM | 3001 | $8,872,549 | 51,741 | 0.00 | 0.00 | 522 | 1.02 | 03-31-2024 |
| TWIN FOCUS CAPITAL PARTNERS LLC | COM | 3002 | $9,961,250 | 51,739 | 0.00 | 0.00 | -10,562 | -16.95 | 12-31-2023 |
| SIENA CAPITAL LLC | Stock | 3003 | $7,148,000 | 51,724 | 4.66 | 4.24 | 509 | 0.99 | 09-30-2022 |
| ONE WEALTH MANAGEMENT INVESTMENT & ADVISORY SERVICES LLC | COM | 3004 | $9,954,221 | 51,702 | 0.00 | 51,702 | +Inf | 12-31-2023 |
