Institutional Owners for WMS
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| MONTAG A & ASSOCIATES INC | COM | 651 | $24,803 | 144 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| PRINCIPAL SECURITIES INC | COM | 652 | $20,152 | 117 | 0.00 | 0.00 | 24 | 25.81 | 03-31-2024 |
| FIRST HORIZON CORP | COMMON STOCK | 653 | $12,000 | 111 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2021 |
| AVIOR WEALTH MANAGEMENT LLC | Stock | 654 | $17,396 | 101 | 0.00 | 101 | +Inf | 03-31-2024 |
