Ticker: CUSD CUSIP: 89834G778 Class: CROSSINGBRDG PRE
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| VERUS CAPITAL PARTNERS, LLC | 187,779 | $3,569 |
| Prepared Retirement Institute LLC | 120,847 | $2,297 |
| Balance Wealth, LLC | 83,861 | $1,594 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 75,526 | $1,435 |
| GREAT VALLEY ADVISOR GROUP, INC. | 44,855 | $852 |
| Westbourne Investment Advisors, Inc. | 29,839 | $3 |
| Westmount Partners, LLC | 24,925 | $474 |
| Compass Ion Advisors, LLC | 18,069 | $343 |
| FAS Wealth Partners, Inc. | 10,771 | $205 |
| MORGAN STANLEY | 1,300 | $25 |
| BANK OF AMERICA CORP /DE/ | 147 | $3 |
| JPMORGAN CHASE & CO | 100 | $2 |
| OSAIC HOLDINGS, INC. | 63 | $1 |
| Total (13 institutions) | 598,082 | $10,802 |