Institutional Owners for CB
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| BOSTON FINANCIAL MANGEMENT LLC | COM | 1501 | $505,563 | 1,951 | 0.00 | 0.00 | -338 | -14.77 | 03-31-2024 |
| PORTSIDE WEALTH GROUP LLC | COM | Liquidated | $0 | 0 | 0.00 | 1,950 | +Inf | 12-31-2023 | |
| BALASA DINVERNO & FOLTZ LLC | COM | 1503 | $353,000 | 1,942 | 0.02 | 0.02 | 760 | 64.30 | 09-30-2022 |
| APPLETON PARTNERS INC/MA | CS | 1504 | $404,000 | 1,940 | 0.04 | 0.03 | -185 | -8.71 | 09-30-2023 |
