Institutional Owners for WM
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| WILLIAMS JONES WEALTH MANAGEMENT LLC | CS | 951 | $2,306,496 | 10,821 | 0.00 | 0.00 | 799 | 7.97 | 03-31-2024 |
| ORSER CAPITAL MANAGEMENT LLC | COM | 952 | $2,300,528 | 10,793 | 0.00 | 0.00 | 727 | 7.22 | 03-31-2024 |
| COLONY GROUP LLC | Common | 953 | $1,867,000 | 10,768 | 0.03 | 0.03 | -1,434 | -11.75 | 06-30-2023 |
| MEMBERS CAPITAL ADVISORS INC | Common Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
