Institutional Owners for SM
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| PNC FINANCIAL SERVICES GROUP INC | Common Stock | 551 | $10,737 | 277 | 0.00 | 0.00 | 20 | 7.78 | 12-31-2023 |
| PRIVATE TRUST CO NA | Com | 552 | $12,463 | 250 | 0.00 | 0.00 | -24 | -8.76 | 03-31-2024 |
| LGT FINANCIAL ADVISORS LLC | COM | 553 | $8,944 | 231 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| WEALTHCOLLAB LLC | COM | 554 | $8,712 | 225 | 0.00 | 225 | +Inf | 12-31-2023 |
