Institutional Owners for WSM
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| DA DAVIDSON & CO | COM | 601 | $698,986 | 3,468 | 0.00 | 0.00 | 1,767 | 103.88 | 12-31-2023 |
| ELEVATED CAPITAL ADVISORS LLC | COM | 602 | $1,087,565 | 3,425 | 0.00 | 0.00 | -150 | -4.20 | 03-31-2024 |
| PATHSTONE FAMILY OFFICE LLC | COM | 603 | $421,512 | 3,412 | 0.00 | 0.00 | -85 | -2.43 | 06-30-2023 |
| CAAS CAPITAL MANAGEMENT LP | COM | 604 | $1,079,602 | 3,400 | 0.00 | 3,400 | +Inf | 03-31-2024 |
