Ticker: CPSO CUSIP: 12811T829 Class: S&P 500 STRUCTUR
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Grantvest Financial Group LLC | 16,795 | $455 |
| Security Financial Services, INC. | 10,132 | $274 |
| Camelot Portfolios, LLC | 1,615 | $44 |
| OLD MISSION CAPITAL LLC | 17,494 | $473 |
| TUCKER ASSET MANAGEMENT LLC | 1,782 | $48 |
| Spire Wealth Management | 2,401 | $65 |
| New England Capital Financial Advisors LLC | 448 | $12 |
| OSAIC HOLDINGS, INC. | 2,046 | $55 |
| Cambridge Investment Research Advisors, Inc. | 11,989 | $0 |
| Motiv8 Investments LLC | 1,343 | $0 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| HARBOUR INVESTMENTS, INC. | 1,577 | 21,128 | +19,551 (+1239.8%) |
| Calamos Wealth Management LLC | 15,601 | 25,915 | +10,314 (+66.1%) |
| Calamos Advisors LLC | 254,883 | 286,646 | +31,763 (+12.5%) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 7,514 | 29,006 | +21,492 (+286.0%) |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 503 | 838 | +335 (+66.6%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | 28,415 | 25,756 | -2,659 (-9.4%) |
| UBS Group AG | 1,371 | 100 | -1,271 (-92.7%) |