Institutional Owners for SWX
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| CULLEN/FROST BANKERS INC | DOMESTIC COMMON STOCK | 501 | $11,648 | 153 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| NORTH STAR INVESTMENT MANAGEMENT CORP | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| SPIRE WEALTH MANAGEMENT | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| NORTH STAR INVESTMENT MANAGEMENT CORP | COM | 504 | $11,420 | 150 | 0.00 | 150 | +Inf | 03-31-2024 |
