SWPPX(SWPPX)
SWPPX
Institutional Ownership
Top 27 Institutional Holders
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| NEVILLE RODIE & SHAW INC | -- | Jun 30, 26 | -116.20K | -- |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 561.27K | Mar 31, 26 | +620 | 0.01% |
| Ethos Financial Group, LLC | 162.84K | Mar 31, 26 | +438 | 0.00% |
| Front Street Capital Management, Inc. | 137.92K | Mar 31, 26 | +137.92K | 0.00% |
| Coston, McIsaac & Partners | 119.19K | Mar 31, 26 | -32.12K | 0.00% |
| NEVILLE RODIE & SHAW INC | 116.20K | Mar 31, 26 | -349 | 0.00% |
| NORTH STAR ASSET MANAGEMENT INC | 71.53K | Mar 31, 26 | +8.10K | 0.00% |
| CARRET ASSET MANAGEMENT, LLC | 49.00K | Mar 31, 26 | -- | 0.00% |
| STALEY CAPITAL ADVISERS INC | 47.92K | Mar 31, 26 | -- | 0.00% |
| Williams Jones Wealth Management, LLC. | 42.18K | Mar 31, 26 | -48.74K | 0.00% |
| EDGAR LOMAX CO/VA | 41.60K | Mar 31, 26 | -6.67K | 0.00% |
| Coastwise Capital Group, LLC | 37.39K | Mar 31, 26 | -107 | 0.00% |
| FULTON BANK, N.A. | 35.48K | Mar 31, 26 | +14.98K | 0.00% |
| Jackson Wealth Management, LLC | 30.65K | Mar 31, 26 | -- | 0.00% |
| MOODY LYNN & LIEBERSON, LLC | 28.13K | Mar 31, 26 | -- | 0.00% |
| Dale Q Rice Investment Management Ltd | 24.16K | Mar 31, 26 | -- | 0.00% |
| McIlrath & Eck, LLC | 17.11K | Mar 31, 26 | +17.11K | 0.00% |
| Kohmann Bosshard Financial Services, LLC | 15.55K | Mar 31, 26 | +417 | 0.00% |
| Estabrook Capital Management | 14.56K | Mar 31, 26 | -- | 0.00% |
| ROWLAND & CO INVESTMENT COUNSEL/ADV | 14.54K | Mar 31, 26 | -- | 0.00% |
| Westside Investment Management, Inc. | 8.27K | Mar 31, 26 | -388 | 0.00% |
| Financial Gravity Asset Management, Inc. | 3.04K | Mar 31, 26 | -- | 0.00% |
| Game Plan Financial Advisors, LLC | 2.04K | Mar 31, 26 | -- | 0.00% |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | -- | Mar 31, 26 | -4.04M | -- |
| Financially Speaking Inc | -- | Mar 31, 26 | -2.95K | -- |
| TOWER BRIDGE ADVISORS | -- | Mar 31, 26 | -21.73K | -- |
| Financial Gravity Companies, Inc. | 501 | Jun 30, 25 | +501 | 0.00% |