Institutional Owners for WSO
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| SUTTON WEALTH ADVISORS INC | Stock | 1001 | $14,353 | 38 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
| ANCHOR INVESTMENT MANAGEMENT LLC | Stock | 1002 | $16,415 | 38 | 0.00 | 38 | +Inf | 03-31-2024 | |
| FSA WEALTH MANAGEMENT LLC | Equity | 1003 | $16,113 | 37 | 0.00 | 0.01 | 0 | 0.00 | 03-31-2024 |
| BOGART WEALTH LLC | Stock | 1004 | $15,551 | 36 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
