Institutional Owners for CRM
Institution Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta (%) Period of Report
GRATUS CAPITAL LLC COM 2951 $397,459 1,320 0.00 0.00 200 17.86 03-31-2024
DYNAMIC WEALTH STRATEGIES LLC COM 2952 $397,000 1,319 0.34 1,319 +Inf 03-31-2024
LANDMARK FINANCIAL ADVISORS LLC COM 2953 $347,082 1,319 0.00 0.00 119 9.92 12-31-2023
WMS PARTNERS LLC COM 2954 $397,257 1,319 0.00 0.00 132 11.12 03-31-2024
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