Institutional Owners for WMB
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| AVIDIAN WEALTH SOLUTIONS LLC | COM | 1001 | $668,101 | 17,144 | 0.00 | 0.00 | 251 | 1.49 | 03-31-2024 |
| GENEVA PARTNERS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -1,601 | -8.64 | 03-31-2024 |
| SYNTAL CAPITAL PARTNERS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -23,594 | -58.24 | 03-31-2024 |
| HIGH NET WORTH ADVISORY GROUP LLC | COM | 1004 | $585,318 | 16,805 | 0.00 | 0.00 | 1,250 | 8.04 | 12-31-2023 |
