Institutional Owners for WM
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| SUCCESSFUL PORTFOLIOS LLC | COM | 1501 | $610,015 | 3,406 | 0.00 | 0.00 | -18 | -0.53 | 12-31-2023 |
| OAKWORTH CAPITAL INC | COMMON STOCK | 1502 | $586,509 | 3,382 | 0.00 | 0.00 | 254 | 8.12 | 06-30-2023 |
| SL ADVISORS LLC | COM | 1503 | $717,037 | 3,364 | 0.00 | 0.00 | 27 | 0.81 | 03-31-2024 |
| SHEPHERD FINANCIAL PARTNERS LLC | COM | 1504 | $512,656 | 3,363 | 0.00 | 0.00 | 67 | 2.03 | 09-30-2023 |
