Institutional Owners for WMS
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| SYSTM WEALTH SOLUTIONS LLC | COM | 451 | $534,647 | 3,104 | 0.00 | 0.00 | -9 | -0.29 | 03-31-2024 |
| YORKTOWN MANAGEMENT & RESEARCH CO INC | COM | 452 | $533,944 | 3,100 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| STEELE CAPITAL MANAGEMENT INC | COM | Liquidated | $0 | 0 | 0.00 | 3,054 | +Inf | 03-31-2024 | |
| NEW ENGLAND RESEARCH & MANAGEMENT INC | CS | 454 | $525,000 | 3,050 | 0.26 | 3,050 | +Inf | 03-31-2024 |
