Institutional Owners for CVE
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| BLUE TRUST INC | COM | 651 | $8,276 | 414 | 0.00 | 0.00 | 289 | 231.20 | 06-30-2024 |
| COLONIAL TRUST CO / SC | Stock | 652 | $8,124 | 413 | 0.00 | 413 | +Inf | 06-30-2024 | |
| UMB BANK NA | COM | 653 | $7,864 | 400 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| WEALTHPLAN PARTNERS LLC | Stock/ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
