Ticker: SWTSX CUSIP: 808509756 Class: MUT
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Vestwell Advisors, LLC | 213,611 | $3,501 |
| Kohmann Bosshard Financial Services, LLC | 154 | $3 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| YOUSIF CAPITAL MANAGEMENT, LLC | 2,235,588 | 2,350,476 | +114,888 (+5.1%) |
| NORTHSTAR ASSET MANAGEMENT LLC | 26,490 | 26,782 | +292 (+1.1%) |
| Coston, McIsaac & Partners | 347 | 493 | +146 (+42.1%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| NORTH STAR ASSET MANAGEMENT INC | 1,629,405 | 1,602,741 | -26,664 (-1.6%) |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 62,392 | 58,373 | -4,019 (-6.4%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Vermillion Wealth Management, Inc. | 94,478 | $1,530 |