Institutional Owners for CWT
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| CREATIVE FINANCIAL DESIGNS INC /ADV | Stock | 201 | $504,735 | 10,859 | 0.00 | 0.00 | 1,926 | 21.56 | 03-31-2024 |
| PATHSTONE HOLDINGS LLC | COM | 202 | $499,195 | 10,740 | 0.00 | 0.00 | -129 | -1.19 | 03-31-2024 |
| CERITY PARTNERS LLC | Equities | 203 | $486,155 | 10,459 | 0.00 | 10,459 | +Inf | 03-31-2024 | |
| WEDBUSH SECURITIES INC | COM | 204 | $537,000 | 10,361 | 0.02 | 0.02 | -54 | -0.52 | 12-31-2023 |
