Institutional Owners for SO
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| WEALTH GROUP LTD | COM | 1651 | $408,000 | 5,692 | 0.31 | 5,692 | +Inf | 03-31-2024 | |
| SUMMIT ASSET MANAGEMENT LLC | COM | 1652 | $407,878 | 5,686 | 0.00 | 0.00 | 18 | 0.32 | 03-31-2024 |
| ELWOOD & GOETZ WEALTH ADVISORY GROUP LLC | COM | 1653 | $398,516 | 5,683 | 0.00 | 0.00 | 94 | 1.68 | 12-31-2023 |
| KOVITZ INVESTMENT GROUP PARTNERS LLC | COM | 1654 | $404,669 | 5,641 | 0.00 | 5,641 | +Inf | 03-31-2024 |
