Institutional Owners for CPB
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| LONGFELLOW INVESTMENT MANAGEMENT CO LLC | COM | 651 | $269,189 | 6,056 | 0.00 | 0.00 | 45 | 0.75 | 03-31-2024 |
| VERITY ASSET MANAGEMENT INC | COM | 652 | $259,726 | 6,008 | 0.00 | 0.00 | 654 | 12.22 | 12-31-2023 |
| GRANDFIELD & DODD LLC | COM | 653 | $257,953 | 5,967 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| KINGSVIEW WEALTH MANAGEMENT LLC | COM | 654 | $265,157 | 5,965 | 0.00 | 0.00 | -1,016 | -14.55 | 03-31-2024 |
