Institutional Owners for CLM
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| CETERA ADVISORS LLC | COM | 51 | $363,253 | 50,522 | 0.00 | 0.00 | -2,655 | -4.99 | 12-31-2023 |
| KOVACK ADVISORS INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -2,138 | -4.31 | 12-31-2023 |
| CREATIVE PLANNING | COM | 53 | $339,374 | 47,201 | 0.00 | 0.00 | 15,840 | 50.51 | 12-31-2023 |
| SEACREST WEALTH MANAGEMENT LLC | COM | 54 | $352,899 | 46,928 | 0.00 | 0.00 | 12,901 | 37.91 | 03-31-2024 |
