Institutional Owners for WM
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| FINANCIAL STRATEGIES GROUP INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -11 | -0.57 | 12-31-2023 |
| BERMAN CAPITAL ADVISORS LLC | Stock | 1852 | $284,000 | 1,904 | 0.04 | 0.03 | 465 | 32.31 | 09-30-2021 |
| BURNEY CO/ | COM | 1853 | $341,006 | 1,904 | 0.00 | 0.00 | -375 | -16.45 | 12-31-2023 |
| SOUTHLAND EQUITY PARTNERS LLC | COM | 1854 | $404,559 | 1,898 | 0.00 | 0.00 | -33 | -1.71 | 03-31-2024 |
