Institutions Holding SWPPX (22 holders)
22 institutions currently hold SWPPX, ranked below by position value.
View full stock page for SWPPX
| Key Holders | Total Value | Avg Weight |
|---|---|---|
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | $9.4M | 2.35% |
| Ethos Financial Group, LLC | $2.7M | 0.20% |
| Front Street Capital Management, Inc. | $2.3M | 0.31% |
| Coston, McIsaac & Partners | $2.0M | 0.45% |
| NEVILLE RODIE & SHAW INC | $1.9M | 0.14% |
| NORTH STAR ASSET MANAGEMENT INC | $1.2M | 0.05% |
| CARRET ASSET MANAGEMENT, LLC | $821.7K | 0.08% |
| STALEY CAPITAL ADVISERS INC | $803.7K | 0.03% |
| Williams Jones Wealth Management, LLC. | $707.3K | 0.01% |
| EDGAR LOMAX CO/VA | $697.6K | 0.05% |
| Coastwise Capital Group, LLC | $627.1K | 0.35% |
| FULTON BANK, N.A. | $595.1K | 0.02% |
| Fortune Financial Group, Inc. | $570.0K | 0.51% |
| Jackson Wealth Management, LLC | $514.0K | 0.05% |
| MOODY LYNN LIEBERSON & WALKER, LLC | $471.7K | 0.03% |
| Dale Q Rice Investment Management Ltd | $405.2K | 0.31% |
| McIlrath & Eck, LLC | $286.9K | 0.02% |
| Estabrook Capital Management | $244.2K | 0.04% |
| ROWLANDMILLER & PARTNERS.ADV | $243.8K | 0.05% |
| Westside Investment Management, Inc. | $140.0K | 0.02% |
| Financial Gravity Asset Management, Inc. | $51.0K | 0.01% |
| Game Plan Financial Advisors, LLC | $34.3K | 0.02% |