Institutional Owners for CMS
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| PATHSTONE FAMILY OFFICE LLC | COM | 601 | $343,922 | 5,748 | 0.00 | 0.00 | -1,596 | -21.73 | 06-30-2023 |
| ADVISORY ALPHA LLC | COM | 602 | $346,450 | 5,741 | 0.00 | 0.00 | 316 | 5.82 | 03-31-2024 |
| BANQUE CANTONALE VAUDOISE | COM | 603 | $346,000 | 5,734 | 0.01 | 0.04 | -11,320 | -66.38 | 03-31-2024 |
| PERSONAL CFO SOLUTIONS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -108 | -1.89 | 12-31-2023 |
