Institutional Owners for CABO
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| DEUTSCHE BANK AG\ | COM | 401 | $146,826 | 347 | 0.00 | 0.00 | -14 | -3.88 | 03-31-2024 |
| JANNEY MONTGOMERY SCOTT LLC | Common Stock | 402 | $209,000 | 339 | 0.00 | 0.00 | -291 | -46.19 | 09-30-2023 |
| PERSONAL CFO SOLUTIONS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 9 | 2.75 | 12-31-2023 |
| PHILLIPS WEALTH PLANNERS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
