Institutional Owners for WTS
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| DIXON HUGHES GOODMAN WEALTH ADVISORS LLC | Stock | 401 | $223,000 | 1,600 | 0.06 | 1,600 | +Inf | 03-31-2022 | |
| CLEAN YIELD GROUP | Stock | 402 | $332,511 | 1,596 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| VENTURE VISIONARY PARTNERS LLC | CL A | 403 | $336,679 | 1,584 | 0.00 | 0.00 | -275 | -14.79 | 03-31-2024 |
| ATRIA WEALTH SOLUTIONS INC | CL A | 404 | $333,934 | 1,571 | 0.00 | 0.00 | -116 | -6.88 | 03-31-2024 |
