Institutional Owners for EXC
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| STRATEGIC WEALTH MANAGEMENT GROUP LLC | COM | 1201 | $216,000 | 4,880 | 0.08 | 0.08 | 188 | 4.01 | 06-30-2021 |
| FIELDPOINT PRIVATE SECURITIES LLC | Stock | 1202 | $221,000 | 4,877 | 0.06 | 0.05 | -181 | -3.58 | 06-30-2022 |
| ATLAS CAPITAL ADVISORS LLC | Equity | 1203 | $174,474 | 4,860 | 0.00 | 0.00 | -1,227 | -20.16 | 12-31-2023 |
| VERMILLION & WHITE WEALTH MANAGEMENT GROUP LLC | COM | 1204 | $174,032 | 4,848 | 0.00 | 4,848 | +Inf | 12-31-2023 |
