Institutional Owners for CPB
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| LEO BROKERAGE LLC | COM | 701 | $237,065 | 5,186 | 0.00 | 0.00 | -17 | -0.33 | 06-30-2023 |
| NEXT FINANCIAL GROUP INC | COM | 702 | $235,000 | 5,142 | 0.02 | 0.02 | 1,203 | 30.54 | 06-30-2021 |
| BALDWIN INVESTMENT MANAGEMENT LLC | Common Stock | Liquidated | $0 | 0 | 0.00 | 5,103 | +Inf | 03-31-2024 | |
| MERIT FINANCIAL GROUP LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -4,306 | -45.88 | 03-31-2024 |
