Institutional Owners for WM
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| CHOATE INVESTMENT ADVISORS | COM | 1401 | $629,882 | 4,132 | 0.00 | 0.00 | 840 | 25.52 | 09-30-2023 |
| REGATTA CAPITAL GROUP LLC | COM | 1402 | $877,337 | 4,116 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ABERDEEN WEALTH MANAGEMENT LLC | COM | 1403 | $870,718 | 4,085 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| RETIREMENT PLANNING CO OF NEW ENGLAND INC | COM | Liquidated | $0 | 0 | 0.00 | 4,083 | +Inf | 03-31-2024 |
