Institutional Owners for WM
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| TRUST POINT INC | COMMON STOCK | 1551 | $662,896 | 3,110 | 0.00 | 0.00 | -2,276 | -42.26 | 03-31-2024 |
| BOSTON RESEARCH & MANAGEMENT INC | COM | 1552 | $658,000 | 3,090 | 0.16 | 0.15 | 0 | 0.00 | 03-31-2024 |
| 9258 WEALTH MANAGEMENT LLC | Stock | 1553 | $656,928 | 3,082 | 0.00 | 0.00 | 3 | 0.10 | 03-31-2024 |
| MORTON CAPITAL MANAGEMENT LLC/CA | COM | 1554 | $653,092 | 3,064 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
