Institutional Owners for SWK
Institution Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta (%) Period of Report
LION STREET ADVISORS LLC COM 651 $598,825 6,104 0.00 6,104 +Inf 03-31-2024
STEPHENS INC /AR/ COM 652 $593,500 6,060 0.00 0.00 561 10.20 03-31-2024
C2C WEALTH MANAGEMENT LLC COM Liquidated $0 0 0.00 6,035 +Inf 03-31-2024
WERLINICH ASSET MANAGEMENT LLC COM 654 $582,360 6,000 0.00 0.00 -429 -6.67 03-31-2024
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