Institutional Owners for WCC
Institution Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta (%) Period of Report
STEWARD PARTNERS INVESTMENT ADVISORY LLC COM 301 $1,518,340 8,732 0.00 0.00 1,285 17.26 12-31-2023
SUSQUEHANNA PORTFOLIO STRATEGIES LLC COM 302 $1,472,665 8,598 0.00 0.00 -3,784 -30.56 03-31-2024
ADVISOR RESOURCE COUNCIL COM Liquidated $0 0 0.00 8,588 +Inf 03-31-2024
TRINITYPOINT WEALTH LLC COM 304 $1,466,328 8,561 0.00 0.00 -60 -0.70 03-31-2024
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