Institutional Owners for WSO
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| BHK INVESTMENT ADVISORS LLC | COM | 601 | $585,386 | 1,355 | 0.00 | 0.00 | 430 | 46.49 | 03-31-2024 |
| PINE VALLEY INVESTMENTS LTD LIABILITY CO | COM | 602 | $584,888 | 1,354 | 0.00 | 0.00 | 21 | 1.58 | 03-31-2024 |
| KRANE FUNDS ADVISORS LLC | WATSCO INC | 603 | $505,000 | 1,337 | 0.02 | 1,337 | +Inf | 09-30-2023 | |
| PERFROMANCE WEALTH PARTNERS LLC | COM | 604 | $574,520 | 1,330 | 0.00 | 0.00 | 5 | 0.38 | 03-31-2024 |
