Institutional Owners for WM
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| BALLENTINE PARTNERS LLC | COM | 1051 | $1,333,545 | 8,748 | 0.00 | 0.00 | -1,311 | -13.03 | 09-30-2023 |
| PARAGON PRIVATE WEALTH MANAGEMENT LLC | COM | 1052 | $1,853,766 | 8,697 | 0.00 | 0.00 | 285 | 3.39 | 03-31-2024 |
| ESSEX LLC | COM | 1053 | $1,841,616 | 8,640 | 0.00 | 0.00 | -210 | -2.37 | 03-31-2024 |
| LGT GROUP FOUNDATION | COM | 1054 | $1,840,551 | 8,635 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
