Institutional Owners for CI
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| TRADEWINDS CAPITAL MANAGEMENT LLC | COM | 2351 | $4,578 | 16 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
| LIFE PLANNING PARTNERS INC | CI | 2352 | $4,601 | 16 | 0.00 | 16 | +Inf | 12-31-2023 | |
| EVERGREEN PRIVATE WEALTH LLC | COM | 2353 | $4,492 | 15 | 0.00 | 15 | +Inf | 12-31-2023 | |
| VALUED WEALTH ADVISORS LLC | COM | 2354 | $5,467 | 15 | 0.00 | 15 | +Inf | 03-31-2024 |
