Institutional Owners for CPB
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| KOSS-OLINGER CONSULTING LLC | COM | 301 | $1,562,000 | 36,126 | 0.00 | 36,126 | +Inf | 12-31-2023 | |
| AE WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 22,644 | 179.00 | 03-31-2024 |
| PATHSTONE HOLDINGS LLC | COM | 303 | $1,549,035 | 34,849 | 0.00 | 0.00 | 3,140 | 9.90 | 03-31-2024 |
| CZECH NATIONAL BANK | COM | 304 | $1,538,548 | 34,613 | 0.00 | 0.00 | 209 | 0.61 | 03-31-2024 |
