Institutional Owners for CMS
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| MARK SHEPTOFF FINANCIAL PLANNING LLC | COM | 901 | $23,228 | 400 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| HERITAGE WEALTH ADVISORS | COM | 902 | $24,136 | 400 | 0.00 | 400 | +Inf | 03-31-2024 | |
| JPMORGAN CHASE & CO | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -33 | -8.07 | 12-31-2023 |
| JOHNSON FINANCIAL GROUP INC | COM | 904 | $19,628 | 338 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
