Institutional Owners for C
Institution Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta (%) Period of Report
STONEHAGE FLEMING FINANCIAL SERVICES HOLDINGS LTD COM NEW 2051 $250,533 5,343 0.00 5,343 +Inf 03-31-2024
PDS PLANNING INC COM NEW 2052 $336,879 5,327 0.00 0.00 831 18.48 03-31-2024
C2C WEALTH MANAGEMENT LLC COM NEW Liquidated $0 0 0.00 0.00 -242 -4.35 03-31-2024
SOUND VIEW WEALTH ADVISORS GROUP LLC COM NEW 2054 $336,056 5,314 0.00 0.00 -653 -10.94 03-31-2024
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