Institutional Owners for CRM
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| STRATA WEALTH ADVISORS LLC | COM | 2951 | $250,839 | 1,237 | 0.00 | 0.00 | -2,028 | -62.11 | 09-30-2023 |
| GLASSMAN WEALTH SERVICES | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 41 | 3.43 | 03-31-2024 |
| WAGNER WEALTH MANAGEMENT LLC | COM | 2953 | $371,355 | 1,233 | 0.00 | 1,233 | +Inf | 03-31-2024 | |
| INDIANA TRUST & INVESTMENT MANAGEMENT CO | Com | 2954 | $370,150 | 1,229 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
