Institutional Owners for VZ
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| CABOT WEALTH MANAGEMENT INC | COM | 651 | $7,714,438 | 204,627 | 0.00 | 0.97 | 9,762 | 5.01 | 12-31-2023 |
| PATHSTONE FAMILY OFFICE LLC | COM | 652 | $7,725,251 | 204,302 | 0.00 | 0.00 | 18,118 | 9.73 | 06-30-2023 |
| WEALTHPLAN INVESTMENT MANAGEMENT LLC | COM | 653 | $6,571,692 | 202,767 | 0.00 | 0.00 | -130,896 | -39.23 | 09-30-2023 |
| EDGEMOOR INVESTMENT ADVISORS INC | COM | 654 | $7,641,296 | 202,686 | 0.00 | 0.00 | -8,462 | -4.01 | 12-31-2023 |
