Institutional Owners for BK
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| COLDSTREAM CAPITAL MANAGEMENT INC | COM | 1051 | $451,733 | 8,679 | 0.00 | 0.00 | 684 | 8.56 | 12-31-2023 |
| EXCHANGE BANK | COMMON STOCK | 1052 | $499,508 | 8,669 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| WRIGHT INVESTORS SERVICE INC | COM | 1053 | $499,508 | 8,669 | 0.00 | 8,669 | +Inf | 03-31-2024 | |
| JEPPSON WEALTH MANAGEMENT LLC | Stock | 1054 | $496,549 | 8,618 | 0.00 | 0.00 | -49 | -0.57 | 03-31-2024 |
