Institutional Owners for SRE
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| CAPITAL ADVISORY GROUP ADVISORY SERVICES LLC | COM | 951 | $266,633 | 3,712 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| CHILTON INVESTMENT CO INC | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 3,698 | +Inf | 12-31-2023 | |
| BENJAMIN EDWARDS INC | COM | 953 | $265,000 | 3,686 | 0.05 | 0.03 | 1,605 | 77.13 | 03-31-2024 |
| FORTEM FINANCIAL GROUP LLC | COM | 954 | $263,041 | 3,662 | 0.00 | 0.00 | 2,155 | 143.00 | 03-31-2024 |
