Institutional Owners for CSL
Institution Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta (%) Period of Report
NOMURA HOLDINGS INC COM 451 $897,855 3,500 0.00 3,500 +Inf 06-30-2023
CREATIVE PLANNING COM 452 $1,079,565 3,455 0.00 0.00 505 17.12 12-31-2023
ZIONS BANCORPORATION NA Com 453 $1,332,290 3,400 0.00 0.00 -831 -19.64 03-31-2024
LAURUS INVESTMENT COUNSEL INC COM 454 $1,799,474 3,390 0.00 0.00 -130 -3.69 03-31-2024
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