Institutional Owners for EXC
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| EATON FINANCIAL HOLDINGS COMPANY LLC | COM | Liquidated | $0 | 0 | 0.00 | 19,712 | +Inf | 03-31-2024 | |
| WESTERN FINANCIAL CORP/CA | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -583 | -2.88 | 03-31-2024 |
| BALASA DINVERNO & FOLTZ LLC | COM | 653 | $727,000 | 19,398 | 0.05 | 0.06 | 258 | 1.35 | 09-30-2022 |
| AFFINITY INVESTMENT ADVISORS LLC | COM | 654 | $725,702 | 19,316 | 0.00 | 0.00 | -1,749 | -8.30 | 03-31-2024 |
