Institutional Owners for WSO
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| PROSPERITY CONSULTING GROUP LLC | COM | 251 | $5,399,193 | 12,499 | 0.00 | 12,499 | +Inf | 03-31-2024 | |
| US BANCORP \DE\ | COM | 252 | $5,233,120 | 12,209 | 0.00 | 0.00 | 188 | 1.56 | 12-31-2023 |
| MONTE FINANCIAL GROUP LLC | Stock | 253 | $5,196,372 | 12,128 | 0.00 | 0.00 | -3,261 | -21.19 | 12-31-2023 |
| EA SERIES TRUST | COM | 254 | $4,621,509 | 12,115 | 0.00 | 12,115 | +Inf | 06-30-2023 |
