Institutional Owners for SWK
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| AMERITAS ADVISORY SERVICES LLC | COM | 851 | $298,524 | 3,167 | 0.00 | 0.00 | 6 | 0.19 | 03-31-2024 |
| APTUS CAPITAL ADVISORS LLC | COM | 852 | $309,851 | 3,164 | 0.00 | 3,164 | +Inf | 03-31-2024 | |
| ENVESTNET PORTFOLIO SOLUTIONS INC | COM | Liquidated | $0 | 0 | 0.00 | 3,145 | +Inf | 12-31-2023 | |
| CENTER FOR FINANCIAL PLANNING INC | COM | 854 | $306,913 | 3,134 | 0.00 | 0.00 | 11 | 0.35 | 03-31-2024 |
