SWAN(SWAN)
SWAN
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| Cerity Partners LLC | 2.20M | Jun 30, 26 | +30.58K | 46.00% |
| LaSalle St. Investment Advisors, LLC | 492.78K | Jun 30, 26 | +19.03K | 10.29% |
| NewEdge Advisors, LLC | 199.26K | Jun 30, 26 | +1.75K | 4.16% |
| LifePlan Financial, LLC | 146.28K | Jun 30, 26 | -877 | 3.05% |
| Summit Financial, LLC | 74.27K | Jun 30, 26 | +7.50K | 1.55% |
| Cetera Investment Advisers | 61.15K | Jun 30, 26 | -5.20K | 1.28% |
| Global View Capital Management LLC | 45.28K | Jun 30, 26 | +10.26K | 0.95% |
| OLD MISSION CAPITAL LLC | 38.41K | Jun 30, 26 | +15.56K | 0.80% |
| LPL Financial LLC | 33.62K | Jun 30, 26 | -9.41K | 0.70% |
| RDA Financial Network | 30.23K | Jun 30, 26 | -1.04K | 0.63% |
| AMERIPRISE FINANCIAL INC | 29.74K | Jun 30, 26 | +2.10K | 0.62% |
| Ausdal Financial Partners, Inc. | 29.53K | Jun 30, 26 | -8.48K | 0.62% |
| First PREMIER Bank | 28.34K | Jun 30, 26 | -8.20K | 0.59% |
| McAdam, LLC | 23.18K | Jun 30, 26 | -111.98K | 0.48% |
| Hyundai Investments Co., Ltd. | 18.43K | Jun 30, 26 | -2.35K | 0.38% |
| ROYAL BANK OF CANADA | 13.48K | Jun 30, 26 | -1.45K | 0.28% |
| MONEY CONCEPTS CAPITAL CORP | 10.69K | Jun 30, 26 | -480 | 0.22% |
| StoneX Group Inc. | 9.97K | Jun 30, 26 | +33 | 0.21% |
| Belpointe Asset Management LLC | 9.37K | Jun 30, 26 | +9.37K | 0.20% |
| ADVISOR GROUP HOLDINGS, INC. | 8.99K | Jun 30, 26 | +2.81K | 0.19% |
| OPPENHEIMER & CO INC | 8.80K | Jun 30, 26 | -758 | 0.18% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 7.46K | Jun 30, 26 | -1.50K | 0.16% |
| Badgley Phelps Wealth Managers, LLC | 7.37K | Jun 30, 26 | +7.37K | 0.15% |
| Aptus Capital Advisors, LLC | 5.73K | Jun 30, 26 | -- | 0.12% |
| ANGELES WEALTH MANAGEMENT, LLC | 3.34K | Jun 30, 26 | -- | 0.07% |
| Farther Finance Advisors, LLC | 1.40K | Jun 30, 26 | -- | 0.03% |
| Global Retirement Partners, LLC | 1.34K | Jun 30, 26 | +1.34K | 0.03% |
| NATIONAL BANK OF CANADA /FI/ | 730 | Jun 30, 26 | -- | 0.02% |
| Ronald Blue Trust, Inc. | 668 | Jun 30, 26 | -- | 0.01% |
| HARBOUR INVESTMENTS, INC. | 277 | Jun 30, 26 | +2 | 0.01% |
| WELLS FARGO & COMPANY/MN | 200 | Jun 30, 26 | +199 | 0.00% |
| MERCER GLOBAL ADVISORS INC /ADV | 158 | Jun 30, 26 | +158 | 0.00% |
| MORGAN STANLEY | 68 | Jun 30, 26 | -228 | 0.00% |
| AE Wealth Management LLC | 66 | Jun 30, 26 | -- | 0.00% |
| IFP Advisors, Inc | 10 | Jun 30, 26 | -- | 0.00% |
| BlackRock, Inc. | 1 | Jun 30, 26 | +1 | 0.00% |
| Federation des caisses Desjardins du Quebec | -- | Jun 30, 26 | -50 | -- |
| M Holdings Securities, Inc. | -- | Jun 30, 26 | -18.62K | -- |
| JANE STREET GROUP, LLC | -- | Jun 30, 26 | -7.06K | -- |
| Tredje AP-fonden | -- | Jun 30, 26 | -6.53M | -- |
| Jaffetilchin Investment Partners, LLC | 6.63K | Mar 31, 26 | +46 | 0.14% |
| CWM, LLC | 520 | Mar 31, 26 | +4 | 0.01% |
| Raymond James Financial Services Advisors, Inc. | 20.68K | Sep 30, 24 | -- | 0.43% |
| Coulter & Justus Financial Services, LLC | -- | Mar 31, 24 | -12.75K | -- |
| KB FINANCIAL PARTNERS, LLC | 211 | Sep 30, 23 | -- | 0.00% |
| TIEDEMANN ADVISORS, LLC | -- | Sep 30, 23 | -8.04K | -- |
| Financial Architects, Inc | 39.03K | Jun 30, 23 | -1.18K | 0.81% |
| First Capital Advisors Group, LLC. | 1 | Jun 30, 23 | +1 | 0.00% |
| American Portfolios Advisors | 3.60K | Sep 30, 22 | +304 | 0.08% |
| Pinnacle Private Wealth, LLC | 9.42K | Jun 30, 22 | -197 | 0.20% |
| B. Riley Wealth Management, Inc. | -- | Jun 30, 22 | -16.30K | -- |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 54.73K | Mar 31, 22 | -1.29K | 1.14% |
| FundX Investment Group, LLC | 67.34K | Dec 31, 21 | -33 | 1.41% |
| Ameritas Investment Company, LLC | 106.10K | Sep 30, 21 | +8.45K | 2.22% |
| MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 21.56K | Sep 30, 21 | -- | 0.45% |
| First Allied Advisory Services, Inc. | 27.43K | Sep 30, 20 | +27.43K | 0.57% |
| Secrest Blakey & Associates, LLC | 8.42K | Sep 30, 20 | +8.42K | 0.18% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 44.76K | Dec 31, 19 | +165 | 0.93% |