Institutional Owners for WM
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| HILLS BANK & TRUST CO | COM | 2351 | $170,520 | 800 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| BARRETT & COMPANY INC | COM | 2352 | $143,280 | 800 | 0.00 | 0.00 | -25 | -3.03 | 12-31-2023 |
| ASSET DEDICATION LLC | Equities | 2353 | $169,000 | 793 | 0.01 | 0.01 | 0 | 0.00 | 03-31-2024 |
| LENOX WEALTH ADVISORS LLC | COM | 2354 | $130,000 | 786 | 0.02 | 0.01 | 39 | 5.22 | 03-31-2022 |
