Institutional Owners for WM
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| KOVACK ADVISORS INC | COM | 1251 | $1,194,839 | 5,606 | 0.00 | 0.00 | 152 | 2.79 | 03-31-2024 |
| SUMMIT TRAIL ADVISORS LLC | COM | 1252 | $1,193,437 | 5,599 | 0.00 | 0.00 | 322 | 6.10 | 03-31-2024 |
| PROFESSIONAL PLANNING | COM | 1253 | $835,000 | 5,593 | 0.40 | 0.36 | -53 | -0.94 | 09-30-2021 |
| FOURTHOUGHT FINANCIAL PARTNERS LLC | Stock | 1254 | $1,189,757 | 5,582 | 0.00 | 0.00 | -213 | -3.68 | 03-31-2024 |
