Institutional Owners for CBT
Institution Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta (%) Period of Report
VANGUARD PERSONALIZED INDEXING MANAGEMENT LLC COM 301 $562,197 6,371 0.00 0.00 353 5.87 06-30-2024
INTEGRATED INVESTMENT CONSULTANTS LLC Stock 302 $577,725 6,266 0.00 0.00 0 0.00 06-30-2024
NEW YORK LIFE INVESTMENT MANAGEMENT LLC COM Liquidated $0 0 0.00 0.01 -1,166 -15.75 06-30-2024
WEALTH ENHANCEMENT ADVISORY SERVICES LLC COM 304 $572,747 6,233 0.00 0.00 309 5.22 06-30-2024
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