Institutional Owners for CRM
Institution Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta (%) Period of Report
OLISTICO WEALTH LLC COM 2251 $868,625 3,301 0.00 0.00 92 2.87 12-31-2023
CONCOURSE FINANCIAL GROUP SECURITIES INC COM 2252 $667,754 3,293 0.00 0.00 -427 -11.48 09-30-2023
VIAWEALTH LLC COM 2253 $865,467 3,289 0.00 0.00 0 0.00 12-31-2023
VISIONARY WEALTH ADVISORS COM 2254 $863,110 3,280 0.00 0.00 102 3.21 12-31-2023
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