Institutional Owners for COF
Institution Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta (%) Period of Report
ELLEVEST INC COM Liquidated $0 0 0.00 0.00 -588 -20.44 12-31-2023
KOVACK ADVISORS INC COM 1302 $339,618 2,281 0.00 0.00 177 8.41 03-31-2024
NAPLES GLOBAL ADVISORS LLC COM 1303 $339,023 2,277 0.00 0.00 0 0.00 03-31-2024
STOKES FAMILY OFFICE LLC COM 1304 $337,728 2,268 0.00 0.00 0 0.00 03-31-2024
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