Institutional Owners for SON
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| ASSETMARK INC | COM | 651 | $28,829 | 516 | 0.00 | 0.00 | 146 | 39.46 | 12-31-2023 |
| RESURGENT FINANCIAL ADVISORS LLC | COM | 652 | $28,494 | 510 | 0.00 | 0.00 | -50 | -8.93 | 12-31-2023 |
| COLONIAL TRUST CO / SC | Stock | 653 | $27,935 | 500 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| FINTRUST CAPITAL ADVISORS LLC | COM | 654 | $28,342 | 490 | 0.00 | 0.00 | 216 | 78.83 | 03-31-2024 |
