Institutional Owners for WSO
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| ICON WEALTH ADVISORS LLC | Stock | 651 | $462,181 | 1,070 | 0.00 | 0.00 | -138 | -11.42 | 03-31-2024 |
| PARK PLACE CAPITAL CORP | Stock | 652 | $456,592 | 1,057 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| PHILLIPS WEALTH PLANNERS LLC | COM | 653 | $433,820 | 1,049 | 0.00 | 0.00 | 36 | 3.55 | 03-31-2024 |
| OLYMPIAD RESEARCH LP | COM | Liquidated | $0 | 0 | 0.00 | 1,045 | +Inf | 03-31-2024 |
