Institutional Owners for COUP
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| ROCKBRIDGE INVESTMENT MANAGEMENT LCC | COM | 751 | $3,000 | 20 | 0.00 | 0.00 | -10 | -33.33 | 12-31-2021 |
| NEXT FINANCIAL GROUP INC | COM | 752 | $6,000 | 20 | 0.00 | 0.00 | -3 | -13.04 | 06-30-2021 |
| CORDASCO FINANCIAL NETWORK | COM | 753 | $1,000 | 10 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2022 |
| ASSET DEDICATION LLC | Equities | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
