Institutional Owners for WAL
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| AE WEALTH MANAGEMENT LLC | COM | 201 | $2,799,191 | 43,607 | 0.00 | 0.00 | 3,085 | 7.61 | 03-31-2024 |
| TRIVANT CUSTOM PORTFOLIO GROUP LLC | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 0.00 | -4,020 | -8.49 | 12-31-2023 |
| PETIOLE USA LTD | COM | 203 | $2,713,504 | 42,273 | 0.00 | 0.00 | -20,000 | -32.12 | 03-31-2024 |
| ENVESTNET ASSET MANAGEMENT INC | COM | 204 | $2,629,393 | 40,963 | 0.00 | 0.00 | 29,370 | 253.34 | 03-31-2024 |
