Institutional Owners for SWX
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| ALLWORTH FINANCIAL LP | COM | 451 | $31,953 | 502 | 0.00 | 0.00 | 269 | 115.45 | 06-30-2023 |
| NEWBRIDGE FINANCIAL SERVICES GROUP INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -500 | -50.00 | 12-31-2023 |
| ADVISORY SERVICES NETWORK LLC | Stock | Liquidated | $0 | 0 | 0.00 | 474 | +Inf | 03-31-2024 | |
| PARKSIDE FINANCIAL BANK & TRUST | COM | 454 | $31,138 | 409 | 0.00 | 0.00 | -7 | -1.68 | 03-31-2024 |
