CPZ

Institutional Ownership

Top 23 Institutional Holders
HolderSharesDateChange% Held
Private Advisor Group, LLC--Jun 30, 26-62.15K--
MCCARTER PRIVATE WEALTH SERVICES LLC--Jun 30, 26-30.99K--
Quarry LP--Jun 30, 26-2.36K--
Pathstone Holdings, LLC--Jun 30, 26-41.54K--
Belpointe Asset Management LLC--Jun 30, 26-41.87K--
B. Riley Wealth Advisors, Inc.--Jun 30, 26-14.29K--
SUSQUEHANNA INTERNATIONAL GROUP, LLP--Jun 30, 26-10.06K--
Advisory Services Network, LLC--Jun 30, 26-119--
Fortis Capital Advisors, LLC--Jun 30, 26-41.87K--
INTEGRITY WEALTH ADVISORS, INC.57.06KMar 31, 26+10.40K0.29%
COMERICA BANK17.77KDec 31, 25+20.09%
ORG Partners LLC1.50KDec 31, 25--0.01%
OPTIMUM INVESTMENT ADVISORS26.56KSep 30, 25+6000.14%
Atria Wealth Solutions, Inc.67.37KJun 30, 25+1340.34%
Raymond James Financial Services Advisors, Inc.159.65KSep 30, 24+12.50K0.81%
RAYMOND JAMES & ASSOCIATES92.60KSep 30, 24+19.80K0.47%
Cetera Advisor Networks LLC18.60KMar 31, 24-2790.09%
First Capital Advisors Group, LLC.6.72KJun 30, 23+6.72K0.03%
Ahrens Investment Partners LLC11.45KMar 31, 23+2180.06%
MUFG Americas Holdings Corp10.00KSep 30, 22+10.00K0.05%
PARAMETRIC PORTFOLIO ASSOCIATES LLC142.88KMar 31, 22-33.08K0.73%
NEXT Financial Group, Inc19.09KDec 31, 21-4270.10%
LADENBURG THALMANN FINANCIAL SERVICES INC.1.25KDec 31, 19+1.25K0.01%
Data is provided for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results.