Ticker: CVLC CUSIP: 61774R205 Class: CALVERT US LARCP
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| North Berkeley Wealth Management, LLC | 23,730 | $1,999 |
| Legacy Advisors, LLC | 115,572 | $9,736 |
| LINCOLN CAPITAL CORP | 10,350 | $872 |
| Westfuller Advisors, LLC | 7,435 | $626 |
| Fiduciary Trust Co | 42,257 | $3,560 |
| NATURAL INVESTMENTS, LLC | 4,615 | $0 |
| Laird Norton Wetherby Trust Company, LLC | 8,500 | $716 |
| Arbor Investment Advisors, LLC | 2,466 | $208 |
| Triumph Capital Management | 1,220 | $103 |
| GOLDMAN SACHS GROUP INC | 14,193 | $1,196 |
| CITADEL ADVISORS LLC | 5,670 | $478 |
| Farther Finance Advisors, LLC | 874 | $74 |
| FLAGSHIP HARBOR ADVISORS, LLC | 200 | $17 |
| ROYAL BANK OF CANADA | 344 | $29 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Joel Adams & Associates, Inc. | 54,042 | 81,926 | +27,884 (+51.6%) |
| Rossby Financial, LCC | 162,100 | 174,021 | +11,921 (+7.4%) |
| LongView Asset Management LLC | 91,588 | 94,828 | +3,240 (+3.5%) |
| Riverwater Partners LLC | 37,110 | 50,270 | +13,160 (+35.5%) |
| First Pacific Financial | 8,866 | 21,717 | +12,851 (+144.9%) |
| Sandbox Financial Partners, LLC | 43,888 | 44,959 | +1,071 (+2.4%) |
| Wealthspire Advisors, LLC | 716,309 | 759,904 | +43,595 (+6.1%) |
| Per Stirling Capital Management, LLC. | 6,281 | 9,431 | +3,150 (+50.2%) |
| TRILLIUM ASSET MANAGEMENT, LLC | 22,790 | 32,946 | +10,156 (+44.6%) |
| Modern Wealth Management, LLC | 22,568 | 28,142 | +5,574 (+24.7%) |
| Pathway Financial Advisors LLC | 19,527 | 20,079 | +552 (+2.8%) |
| Focus Partners Wealth | 27,648 | 43,894 | +16,246 (+58.8%) |
| Kestra Advisory Services, LLC | 12,209 | 19,708 | +7,499 (+61.4%) |
| TFC Financial Management, Inc. | 2,865 | 3,452 | +587 (+20.5%) |
| RAYMOND JAMES FINANCIAL INC | 91,078 | 96,002 | +4,924 (+5.4%) |
| HARBOUR INVESTMENTS, INC. | 9,084 | 9,851 | +767 (+8.4%) |
| Brinker Capital Investments, LLC | 13,351 | 14,325 | +974 (+7.3%) |
| J.W. COLE ADVISORS, INC. | 2,979 | 3,600 | +621 (+20.8%) |
| ENVESTNET ASSET MANAGEMENT INC | 5,326 | 6,529 | +1,203 (+22.6%) |
| Cetera Investment Advisers | 2,735 | 3,715 | +980 (+35.8%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Kondo Wealth Advisors, Inc. | 16,856 | 9,521 | -7,335 (-43.5%) |
| Valtinson Bruner Financial Planning LLC | 8,211 | 3,172 | -5,039 (-61.4%) |
| Skyline Advisors, Inc. | 19,721 | 19,487 | -234 (-1.2%) |
| AMERIPRISE FINANCIAL INC | 326,913 | 315,421 | -11,492 (-3.5%) |
| Buckingham Strategic Partners | 6,687 | 4,274 | -2,413 (-36.1%) |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 39,626 | 35,386 | -4,240 (-10.7%) |
| JPMORGAN CHASE & CO | 5,511 | 3,553 | -1,958 (-35.5%) |
| Creative Planning | 40,880 | 39,275 | -1,605 (-3.9%) |
| JOURNEY STRATEGIC WEALTH LLC | 4,692 | 4,420 | -272 (-5.8%) |
| OSAIC HOLDINGS, INC. | 9,877 | 9,507 | -370 (-3.7%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| PRINCIPAL SECURITIES, INC. | 790 | $65 |