Institutional Owners for SO
Institution Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta (%) Period of Report
MOSAIC FAMILY WEALTH PARTNERS LLC COM 1551 $422,402 6,527 0.00 0.00 5 0.08 09-30-2023
LOWE BROCKENBROUGH & CO INC COM 1552 $468,104 6,525 0.00 0.00 -1,450 -18.18 03-31-2024
BCR WEALTH STRATEGIES LLC COM 1553 $468,000 6,518 0.32 0.33 13 0.20 03-31-2024
BALLEW ADVISORS INC COM 1554 $454,728 6,518 0.00 0.00 17 0.26 03-31-2024
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