Institutional Owners for CPA
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| SUNBELT SECURITIES INC | Stock | 401 | $3,125 | 30 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| VISIONPOINT ADVISORY GROUP LLC | CL A | 402 | $3,021 | 29 | 0.00 | 0.00 | 3 | 11.54 | 03-31-2024 |
| AMERICAN PORTFOLIOS ADVISORS | CL A | 403 | $2,634 | 27 | 0.00 | 27 | +Inf | 06-30-2019 | |
| CAPE INVESTMENT ADVISORY INC | CL A | 404 | $2,764 | 26 | 0.00 | 26 | +Inf | 12-31-2023 |
