Institutional Owners for SMAR
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| STIFEL FINANCIAL CORP | COM CL A | 451 | $304,134 | 6,360 | 0.00 | 0.00 | -103 | -1.59 | 12-31-2023 |
| CWM LLC | COM CL A | 452 | $241,000 | 6,248 | 0.00 | 0.00 | 1,961 | 45.74 | 03-31-2024 |
| WRAPMANAGER INC | COM CL A | 453 | $297,249 | 6,216 | 0.00 | 0.00 | -91 | -1.44 | 12-31-2023 |
| CRESSET ASSET MANAGEMENT LLC | COM CL A | 454 | $233,577 | 6,105 | 0.00 | 6,105 | +Inf | 06-30-2023 |
