Institutional Owners for SO
Institution Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta (%) Period of Report
NEXT FINANCIAL GROUP INC COM 1451 $460,000 7,601 0.04 0.04 563 8.00 06-30-2021
NORTHSTAR ADVISORY GROUP LLC COM 1452 $594,192 7,594 0.00 0.00 187 2.52 03-31-2024
YEOMANS CONSULTING GROUP INC COM 1453 $541,135 7,543 0.00 0.00 486 6.89 03-31-2024
ELEMENT WEALTH LLC COM 1454 $540,821 7,539 0.00 0.00 -313 -3.99 03-31-2024
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