Institutional Owners for WMB
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| EP WEALTH ADVISORS LLC | COM | 1201 | $402,949 | 10,340 | 0.00 | 0.00 | 210 | 2.07 | 03-31-2024 |
| STRATEGIC INVESTMENT ADVISORS / MI | COM | Liquidated | $0 | 0 | 0.00 | 0.35 | -46,195 | -81.80 | 12-31-2023 |
| WEST MICHIGAN ADVISORS LLC | Com | 1203 | $400,222 | 10,270 | 0.00 | 10,270 | +Inf | 03-31-2024 | |
| FIRST NATIONAL TRUST CO | COM | 1204 | $356,380 | 10,232 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
