Institutional Owners for CPB
Institution Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta (%) Period of Report
BARTLETT & CO LLC COM Liquidated $0 0 0.00 0.00 0 0.00 12-31-2023
BRUCE G ALLEN INVESTMENTS LLC Stock 952 $9,912 223 0.00 223 +Inf 03-31-2024
AMERICAN PORTFOLIOS ADVISORS COM 953 $10,362 220 0.00 220 +Inf 09-30-2022
CITY STATE BANK COM 954 $10,000 215 0.00 0.00 0 0.00 03-31-2024
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