Institutional Owners for CSQ
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| FIRST PERSONAL FINANCIAL SERVICES | COM SH BEN INT | 251 | $32,655 | 2,196 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| FARMERS & MERCHANTS INVESTMENTS INC | COM SH BEN INT | 252 | $30,783 | 2,087 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| FORTIS GROUP ADVISORS LLC | MF Closed and MF Open | 253 | $29,740 | 2,000 | 0.00 | 0.00 | 1,000 | 100.00 | 12-31-2023 |
| LINDBROOK CAPITAL LLC | CEF | 254 | $30,252 | 1,848 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
