Institutional Owners for CB
Institution Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta (%) Period of Report
FIRST NATIONAL ADVISERS LLC FOREIGN COMMON S Liquidated $0 0 0.00 0.00 -279 -4.93 12-31-2023
HOLT CAPITAL ADVISORS LLC DBA HOLT CAPITAL PARTNERS LP COM 1052 $1,027,308 5,335 0.00 0.05 4,082 325.78 06-30-2023
COLDSTREAM CAPITAL MANAGEMENT INC COM 1053 $1,204,354 5,329 0.00 0.00 1,093 25.80 12-31-2023
STEWARD PARTNERS INVESTMENT SOLUTIONS LLC COMMON STOCK 1054 $1,379,090 5,322 0.00 5,322 +Inf 03-31-2024
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