Institutional Owners for WPM
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| CROSSMARK GLOBAL HOLDINGS INC | COM | 251 | $2,276,000 | 48,304 | 0.04 | 0.06 | -8,800 | -15.41 | 03-31-2024 |
| KNOLL CAPITAL MANAGEMENT LLC | COM | 252 | $1,926,125,000 | 47,500 | 2.00 | 47,500 | +Inf | 09-30-2023 | |
| AXXCESS WEALTH MANAGEMENT LLC | COM | 253 | $2,185,020 | 46,362 | 0.00 | 0.00 | -1,926 | -3.99 | 03-31-2024 |
| CAPITAL ASSET ADVISORY SERVICES LLC | COM | 254 | $2,338,920 | 46,251 | 0.00 | 0.00 | -2,037 | -4.22 | 03-31-2024 |
