Institutional Owners for WM
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| AVISO WEALTH MANAGEMENT | COM | 1901 | $320,367 | 1,789 | 0.00 | 1,789 | +Inf | 12-31-2023 | |
| CATALYST FINANCIAL PARTNERS LLC | COM | 1902 | $320,410 | 1,789 | 0.00 | 0.00 | 209 | 13.23 | 12-31-2023 |
| WESPAC ADVISORS LLC | COM | 1903 | $379,095 | 1,779 | 0.00 | 0.00 | -113 | -5.97 | 03-31-2024 |
| KEYSTONE FINANCIAL GROUP | Common Stock | 1904 | $378,097 | 1,774 | 0.00 | 0.00 | -9 | -0.50 | 03-31-2024 |
