Institutional Owners for WSO
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| LARSON FINANCIAL GROUP LLC | COM | 951 | $33,421 | 78 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| MCILRATH & ECK LLC | COM | 952 | $32,830 | 76 | 0.00 | 76 | +Inf | 03-31-2024 | |
| BKM WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 74 | +Inf | 03-31-2024 | |
| SMARTLEAF ASSET MANAGEMENT LLC | COM | 954 | $31,317 | 73 | 0.00 | 73 | +Inf | 12-31-2023 |
