Institutional Owners for CTSO
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| ACT CAPITAL MANAGEMENT LLC | COM NEW | 51 | $48,000 | 35,000 | 0.07 | 0.11 | 0 | 0.00 | 09-30-2022 |
| KEY CLIENT FIDUCIARY ADVISORS LLC | COM NEW | 52 | $32,829 | 34,557 | 0.00 | 0.00 | 22,557 | 187.97 | 03-31-2024 |
| CHICAGO PARTNERS INVESTMENT GROUP LLC | COM NEW | 53 | $26,956 | 30,667 | 0.00 | 0.00 | -169 | -0.55 | 03-31-2024 |
| TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC | COM NEW | 54 | $57,652 | 30,666 | 0.00 | 0.00 | -6,959 | -18.50 | 09-30-2023 |
