Institutional Owners for WM
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| MCELHENNY SHEFFIELD CAPITAL MANAGEMENT LLC | COM | 1451 | $575,918 | 3,778 | 0.00 | 3,778 | +Inf | 09-30-2023 | |
| KWB WEALTH | COM | 1452 | $804,653 | 3,775 | 0.00 | 0.00 | -227 | -5.67 | 03-31-2024 |
| ICA GROUP WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 3,750 | +Inf | 03-31-2024 | |
| MILL CREEK CAPITAL ADVISORS LLC | Stock | 1454 | $611,724 | 3,749 | 0.00 | 3,749 | +Inf | 03-31-2023 |
