DAVIDSON TRUST CO - SWEDISH EXPT CR CORP ownership

Quarter-by-quarter ownership
DAVIDSON TRUST CO ownership history of SWEDISH EXPT CR CORP
ValueSharesWeighting
Q3 2021$206,000
+0.5%
30,714
-5.1%
0.16%
-1.9%
Q2 2021$205,000
+5.7%
32,356
-8.4%
0.16%
-1.8%
Q1 2021$194,000
-6.3%
35,336
-15.6%
0.16%
-8.4%
Q4 2020$207,000
+7.8%
41,867
-6.0%
0.18%
+2.3%
Q3 2020$192,000
+2.7%
44,536
-5.5%
0.17%
-4.4%
Q2 2020$187,000
+38.5%
47,108
+27.0%
0.18%
+9.6%
Q1 2020$135,000
-24.6%
37,097
+11.6%
0.17%
-7.8%
Q4 2019$179,00033,2460.18%
Other shareholders
SWEDISH EXPT CR CORP shareholders Q3 2023
NameSharesValueWeighting ↓
BRR OpCo, LLC 3,042,462$15,456,0005.06%
Sutton Wealth Advisors Inc. 662,988$3,367,9792.82%
KWMG, LLC 679,529$3,452,0001.33%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 214,619$1,090,0001.06%
Continuum Advisory, LLC 78,576$399,0000.48%
Ancora Advisors LLC 782,250$3,974,0000.27%
JNBA Financial Advisors 206,427$1,049,0000.25%
First PREMIER Bank 64,102$326,0000.25%
Transamerica Financial Advisors, Inc. 389,748$1,980,0000.24%
Wealthspire Advisors, L.P. 298,046$1,514,0000.22%
View complete list of SWEDISH EXPT CR CORP shareholders