Institutional Owners for CRM
Institution Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta (%) Period of Report
ALPHACORE CAPITAL LLC COM 2151 $1,022,825 3,887 0.00 0.00 1,516 63.94 12-31-2023
DB FITZPATRICK & CO INC COM 2152 $1,169,783 3,884 0.00 0.00 -1,114 -22.29 03-31-2024
ADAMS CHETWOOD WEALTH MANAGEMENT LLC COM 2153 $983,000 3,868 0.67 0.78 -91 -2.30 12-31-2021
NEWMAN DIGNAN & SHEERAR INC COM 2154 $814,196 3,854 0.00 3,854 +Inf 06-30-2023
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