Institutional Owners for COST
Institution Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta (%) Period of Report
CONSTITUTION CAPITAL LLC COM 2801 $937,766 1,280 0.00 0.00 -220 -14.67 03-31-2024
ALERA INVESTMENT ADVISORS LLC Stock 2802 $937,034 1,279 0.00 0.00 27 2.16 03-31-2024
WINDSOR WEALTH MANAGEMENT INC COM 2803 $721,000 1,277 0.13 0.12 21 1.67 09-30-2023
TEXAS CAPITAL BANCSHARES INC/TX COM 2804 $934,102 1,275 0.00 0.00 -428 -25.13 03-31-2024
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