Institutional Owners for COST
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| KB FINANCIAL PARTNERS LLC | COM | 4251 | $81,000 | 143 | 0.02 | 0.05 | -178 | -55.45 | 09-30-2023 |
| CBIZ INVESTMENT ADVISORY SERVICES LLC | COM | 4252 | $104,643 | 143 | 0.00 | 143 | +Inf | 03-31-2024 | |
| COPPELL ADVISORY SOLUTIONS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -163 | -53.80 | 12-31-2023 |
| ADDISON ADVISORS LLC | COM | 4254 | $101,103 | 138 | 0.00 | 0.00 | 10 | 7.81 | 03-31-2024 |
