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SWKH
SWK Holdings
SWKH
SWKH
Delisted
SWKH was delisted on the 2nd of April, 2026.
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 51 |
TWD
51
True Wealth Design
Akron,
Ohio
| $127 | +$130 | +10 | New |
|
| 52 |
FFA
52
Farther Finance Advisors
San Francisco,
California
| $32 | – | – | – |
|
| 53 |
SIA
53
SkyView Investment Advisors
Shrewsbury,
New Jersey
| – | -$550K | -40,151 | Closed |
|
| 54 |
DAS
54
Dynamic Advisor Solutions
Phoenix,
Arizona
| – | -$356K | -25,981 | Closed |
|
| 55 |
OIA
55
OneDigital Investment Advisors
Overland Park,
Kansas
| – | -$348K | -25,429 | Closed |
|
| 56 |
CAM
56
Columbia Asset Management
Ann Arbor,
Michigan
| – | -$225K | -2,581 | Closed |
|
| 57 |
CPA
57
Capital Performance Advisors
Walnut Creek,
California
| – | -$69 | -5 | Closed |
|