Institutional Owners for WMB
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| SUNPOINTE LLC | COM | 1251 | $371,345 | 9,529 | 0.00 | 0.00 | 543 | 6.04 | 03-31-2024 |
| CLARIUS GROUP LLC | COM | 1252 | $371,228 | 9,526 | 0.00 | 0.00 | -1,279 | -11.84 | 03-31-2024 |
| CALTON & ASSOCIATES INC | COM | Liquidated | $0 | 0 | 0.00 | 9,525 | +Inf | 12-31-2023 | |
| DIVERSIFIED TRUST CO | COM | 1254 | $370,370 | 9,504 | 0.00 | 0.00 | -3,563 | -27.27 | 03-31-2024 |
