Institutional Owners for WM
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| COLONIAL TRUST CO / SC | Stock | 601 | $4,980,686 | 27,810 | 0.00 | 0.00 | 2,552 | 10.10 | 12-31-2023 |
| DONALDSON CAPITAL MANAGEMENT LLC | COM | 602 | $5,919,174 | 27,770 | 0.00 | 0.00 | 1,534 | 5.85 | 03-31-2024 |
| BROOKSTONE CAPITAL MANAGEMENT | COM | 603 | $5,871,566 | 27,547 | 0.00 | 0.00 | -8,855 | -24.33 | 03-31-2024 |
| EVERGREEN PRIVATE WEALTH LLC | COM | 604 | $4,926,263 | 27,506 | 0.00 | 27,506 | +Inf | 12-31-2023 |
