Institutional Owners for SRE
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| PACIFIC CAPITAL WEALTH ADVISORS INC | COM | 1651 | $2,586 | 36 | 0.00 | 36 | +Inf | 03-31-2024 | |
| SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | COM | 1652 | $4,000 | 31 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2021 |
| SJS INVESTMENT CONSULTING INC | COM | 1653 | $2,084 | 29 | 0.00 | 0.00 | 3 | 11.54 | 03-31-2024 |
| CAROLINAS WEALTH CONSULTING LLC | COM | 1654 | $2,109 | 28 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
