Institutional Owners for WMB
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| KOZAK & ASSOCIATES INC | Stock | 1551 | $150,021 | 3,664 | 0.00 | 0.00 | -8 | -0.22 | 03-31-2024 |
| ENDURANCE WEALTH MANAGEMENT INC | Stock | 1552 | $114,000 | 3,472 | 0.02 | 0.00 | 2,793 | 411.34 | 06-30-2023 |
| NEWBRIDGE FINANCIAL SERVICES GROUP INC | COM | 1553 | $131,524 | 3,375 | 0.00 | 0.00 | 445 | 15.19 | 03-31-2024 |
| INVESTORS RESEARCH CORP | COM | 1554 | $131,407 | 3,372 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
