Institutional Owners for WSO
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| GLASSMAN WEALTH SERVICES | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| PACIFIC CAPITAL WEALTH ADVISORS INC | COM | 1052 | $7,775 | 18 | 0.00 | 18 | +Inf | 03-31-2024 | |
| CVA FAMILY OFFICE LLC | COM | 1053 | $7,712 | 18 | 0.00 | 18 | +Inf | 12-31-2023 | |
| ASPIRE PRIVATE CAPITAL LLC | COM | 1054 | $7,775 | 18 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
