Institutional Owners for EXC
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| ATRIA WEALTH SOLUTIONS INC | COM | 701 | $601,193 | 16,002 | 0.00 | 0.00 | 1,150 | 7.74 | 03-31-2024 |
| MAI CAPITAL MANAGEMENT | CS | 702 | $599,000 | 15,988 | 0.01 | 15,988 | +Inf | 09-30-2022 | |
| FIRST TRUST DIRECT INDEXING LP | COM | 703 | $646,644 | 15,872 | 0.00 | 0.00 | 2,192 | 16.02 | 06-30-2023 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
