Institutional Owners for EXC
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | COM | 1001 | $309,000 | 6,971 | 0.16 | 0.14 | -340 | -4.65 | 06-30-2021 |
| KOVITZ INVESTMENT GROUP PARTNERS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 100 | 1.46 | 03-31-2024 |
| GOOD LIFE ADVISORS LLC | COM | 1003 | $248,832 | 6,931 | 0.00 | 0.00 | 60 | 0.87 | 12-31-2023 |
| TIEMANN INVESTMENT ADVISORS LLC | COM | 1004 | $259,797 | 6,915 | 0.00 | 0.00 | -860 | -11.06 | 03-31-2024 |
