Institutional Owners for WM
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| PROSPERITY CONSULTING GROUP LLC | COM | 2101 | $291,049 | 1,365 | 0.00 | 0.00 | 217 | 18.90 | 03-31-2024 |
| STRATEGIC FINANCIAL SERVICES INC | COM | 2102 | $290,523 | 1,363 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| CHAPIN DAVIS INC | COM | 2103 | $243,755 | 1,361 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| 1776 WEALTH LLC | Common | 2104 | $289,986 | 1,360 | 0.00 | 1,360 | +Inf | 03-31-2024 |
