Institutional Owners for WSO
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| ALLIANCE WEALTH ADVISORS LLC /UT | COM | 301 | $3,504,161 | 8,112 | 0.00 | 0.00 | 477 | 6.25 | 03-31-2024 |
| ZACKS INVESTMENT MANAGEMENT | COM | 302 | $3,474,615 | 8,110 | 0.00 | 8,110 | +Inf | 12-31-2023 | |
| DNB ASSET MANAGEMENT AS | common | 303 | $3,470,447 | 8,034 | 0.00 | 0.00 | -19,564 | -70.89 | 03-31-2024 |
| ATRIA INVESTMENTS INC | COM | 304 | $3,032,220 | 8,027 | 0.00 | 0.00 | 55 | 0.69 | 09-30-2023 |
