Institutional Owners for CPB
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| RICHARD W PAUL & ASSOCIATES LLC | COM | 1051 | $2,889 | 65 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| NORTHWEST FINANCIAL ADVISORS | COM | 1052 | $2,844 | 64 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| GLOBAL RETIREMENT PARTNERS LLC | COM | 1053 | $2,756 | 62 | 0.00 | 0.00 | -123 | -66.49 | 03-31-2024 |
| VENTURI WEALTH MANAGEMENT LLC | COM | 1054 | $2,757 | 62 | 0.00 | 0.00 | 19 | 44.19 | 03-31-2024 |
