Institutional Owners for CRM
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| AVISO WEALTH MANAGEMENT | COM | 2301 | $800,209 | 3,041 | 0.00 | 3,041 | +Inf | 12-31-2023 | |
| WEALTH ADVISORS OF IOWA LLC | COM | 2302 | $909,262 | 3,019 | 0.00 | 0.00 | -1,825 | -37.68 | 03-31-2024 |
| FORT POINT CAPITAL PARTNERS LLC | COM | 2303 | $794,157 | 3,018 | 0.00 | 0.00 | -280 | -8.49 | 12-31-2023 |
| BALASA DINVERNO & FOLTZ LLC | COM | 2304 | $433,000 | 3,012 | 0.03 | 0.03 | 784 | 35.19 | 09-30-2022 |
