Institutional Owners for WSO
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| PFG INVESTMENTS LLC | COM | Liquidated | $0 | 0 | 0.00 | 553 | +Inf | 12-31-2023 | |
| BANQUE CANTONALE VAUDOISE | COM | Liquidated | $0 | 0 | 0.01 | 553 | +Inf | 12-31-2023 | |
| TRADITION WEALTH MANAGEMENT LLC | COMMON STOCK | Liquidated | $0 | 0 | 0.02 | 0.03 | -7 | -1.25 | 03-31-2024 |
| AUREUS ASSET MANAGEMENT LLC | Stock | 804 | $238,015 | 551 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
