Institutional Owners for WMB
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| CURI WEALTH MANAGEMENT LLC | COM | 1451 | $222,251 | 6,381 | 0.00 | 0.00 | -35 | -0.55 | 12-31-2023 |
| SIGMA PLANNING CORP | COM | 1452 | $222,167 | 6,379 | 0.00 | 0.00 | -25,878 | -80.22 | 12-31-2023 |
| SENTRY INVESTMENT MANAGEMENT LLC | Common | 1453 | $248,000 | 6,372 | 0.10 | 0.10 | 0 | 0.00 | 03-31-2024 |
| PROSPERITY CONSULTING GROUP LLC | COM | 1454 | $247,966 | 6,363 | 0.00 | 6,363 | +Inf | 03-31-2024 |
