Institutional Owners for SO
Institution Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta (%) Period of Report
LIVE OAK INVESTMENT PARTNERS COM 1201 $726,739 11,229 0.00 0.00 101 0.91 09-30-2023
GILBERT & COOK INC COM 1202 $803,058 11,194 0.00 0.00 -8 -0.07 03-31-2024
VENTURI WEALTH MANAGEMENT LLC COM 1203 $802,323 11,184 0.00 0.00 -842 -7.00 03-31-2024
ABERDEEN WEALTH MANAGEMENT LLC COM 1204 $791,223 11,029 0.00 0.00 10 0.09 03-31-2024
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