Institutional Owners for WSM
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| SILVERLAKE WEALTH MANAGEMENT LLC | COM | 901 | $285,777 | 900 | 0.00 | 900 | +Inf | 03-31-2024 | |
| VALEO FINANCIAL ADVISORS LLC | Stock | 902 | $276,550 | 871 | 0.00 | 0.00 | -744 | -46.07 | 03-31-2024 |
| AVIOR WEALTH MANAGEMENT LLC | Stock | 903 | $275,933 | 869 | 0.00 | 869 | +Inf | 03-31-2024 | |
| CAHABA WEALTH MANAGEMENT INC | COM | 904 | $274,981 | 866 | 0.00 | 866 | +Inf | 03-31-2024 |
