Institutional Owners for SRE
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| OPTIMUM INVESTMENT ADVISORS | COM | 1451 | $27,295 | 380 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| PRAIRIEVIEW PARTNERS LLC | COM | 1452 | $28,000 | 376 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| TURTLE CREEK WEALTH ADVISORS LLC | Stock | 1453 | $27,874 | 373 | 0.00 | 373 | +Inf | 12-31-2023 | |
| NEXT FINANCIAL GROUP INC | COM | 1454 | $48,000 | 360 | 0.00 | 0.00 | 26 | 7.78 | 06-30-2021 |
