Institutional Owners for WSO
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| FIRST HORIZON ADVISORS INC | COMMON STOCK | 851 | $189,202 | 438 | 0.00 | 0.00 | -18 | -3.95 | 03-31-2024 |
| EAGLE BAY ADVISORS LLC | Equities | Liquidated | $0 | 0 | 0.00 | 0.00 | 187 | 76.64 | 03-31-2024 |
| ASSETMARK INC | COM | 853 | $183,385 | 428 | 0.00 | 0.00 | -835 | -66.11 | 12-31-2023 |
| GLADIUS CAPITAL MANAGEMENT LP | COM | 854 | $180,996 | 419 | 0.00 | 0.00 | -119 | -22.12 | 03-31-2024 |
