Institutional Owners for CE
Institution Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta (%) Period of Report
GLOBAL RETIREMENT PARTNERS LLC COM 1051 $23,127 135 0.00 0.00 23 20.54 03-31-2024
FINANCIAL SYNERGIES WEALTH ADVISORS INC COM Liquidated $14,312 131 0.00 0.00 131 +Inf 03-31-2023
HHM WEALTH ADVISORS LLC COM 1053 $20,043 129 0.00 0.00 0 0.00 12-31-2023
ZIONS BANCORPORATION NA Com 1054 $19,732 127 0.00 0.00 -1 -0.78 12-31-2023
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