Ticker: CSB CUSIP: 92647N873 Class: VCSHS US SMCP HG
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Diversify Advisory Services, LLC | 4,219 | $259 |
| CITADEL ADVISORS LLC | 11,470 | $672 |
| REAP Financial Group, LLC | 353 | $21 |
| Nemes Rush Group LLC | 457 | $27 |
| Sound Income Strategies, LLC | 453 | $28 |
| FLOW TRADERS U.S. LLC | 4,415 | $0 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 50 | $3 |
| ASSETMARK, INC | 5 | $0 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Nvest Financial, LLC | 9,044 | 14,298 | +5,254 (+58.1%) |
| IAG Wealth Partners, LLC | 47,760 | 49,768 | +2,008 (+4.2%) |
| Rockefeller Capital Management L.P. | 7,855 | 82,439 | +74,584 (+949.5%) |
| Huntleigh Advisors, Inc. | 7,898 | 8,783 | +885 (+11.2%) |
| CoreCap Advisors, LLC | 20,939 | 23,345 | +2,406 (+11.5%) |
| GOLDMAN SACHS GROUP INC | 30,109 | 45,348 | +15,239 (+50.6%) |
| Investment Planning Advisors, Inc. | 7,378 | 7,600 | +222 (+3.0%) |
| Cetera Investment Advisers | 31,953 | 33,086 | +1,133 (+3.5%) |
| Kestra Advisory Services, LLC | 9,034 | 9,843 | +809 (+9.0%) |
| Private Advisor Group, LLC | 5,659 | 6,307 | +648 (+11.5%) |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 3,902 | 4,639 | +737 (+18.9%) |
| RAYMOND JAMES FINANCIAL INC | 25,243 | 25,538 | +295 (+1.2%) |
| JPMORGAN CHASE & CO | 905 | 1,049 | +144 (+15.9%) |
| FMR LLC | 23 | 99 | +76 (+330.4%) |
| AdvisorNet Financial, Inc | 148 | 150 | +2 (+1.4%) |
| Cambridge Investment Research Advisors, Inc. | 5,186 | 5,365 | +179 (+3.5%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Accel Wealth Management | 23,053 | 13,696 | -9,357 (-40.6%) |
| Dynamic Advisor Solutions LLC | 80,719 | 57,270 | -23,449 (-29.1%) |
| Eagle Strategies LLC | 50,743 | 46,873 | -3,870 (-7.6%) |
| VICUS CAPITAL | 18,049 | 9,209 | -8,840 (-49.0%) |
| PACIFIC SUN FINANCIAL CORP | 11,495 | 10,875 | -620 (-5.4%) |
| Investors Research Corp | 28,685 | 27,581 | -1,104 (-3.8%) |
| ENVESTNET ASSET MANAGEMENT INC | 76,466 | 7,398 | -69,068 (-90.3%) |
| PFG Advisors | 13,322 | 11,116 | -2,206 (-16.6%) |
| Sovran Advisors, LLC | 9,184 | 8,489 | -695 (-7.6%) |
| UBS Group AG | 127,240 | 119,719 | -7,521 (-5.9%) |
| COMMONWEALTH EQUITY SERVICES, LLC | 21,772 | 15,716 | -6,056 (-27.8%) |
| LPL Financial LLC | 95,221 | 91,683 | -3,538 (-3.7%) |
| Allworth Financial LP | 29,740 | 29,128 | -612 (-2.1%) |
| WELLS FARGO & COMPANY/MN | 690 | 1 | -689 (-99.9%) |
| MORGAN STANLEY | 6,367 | 5,883 | -484 (-7.6%) |
| BENJAMIN EDWARDS INC | 9,813 | 9,439 | -374 (-3.8%) |
| HUNTINGTON NATIONAL BANK | 2,547 | 2,124 | -423 (-16.6%) |
| FLAGSHIP HARBOR ADVISORS, LLC | 3,706 | 3,481 | -225 (-6.1%) |
| STIFEL FINANCIAL CORP | 6,627 | 6,382 | -245 (-3.7%) |
| TWO SIGMA INVESTMENTS, LP | 16,200 | 16,000 | -200 (-1.2%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Integrity Financial Corp /WA | 727 | $43 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 48,409 | $2,863 |
| COMMERCE BANK | 4,991 | $295 |
| D. E. Shaw & Co., Inc. | 6,206 | $367 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 3,763 | $221 |
| GPS Wealth Strategies Group, LLC | 157 | $9 |
| SALEM INVESTMENT COUNSELORS INC | 200 | $12 |
| HRT FINANCIAL LP | 14,751 | $1 |