Institutional Owners for CRM
Institution Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta (%) Period of Report
NAUSET WEALTH MANAGEMENT LLC COM 3701 $17,000 80 0.01 80 +Inf 03-31-2022
AMELIORA WEALTH MANAGEMENT LTD COM Liquidated $0 0 0.00 78 +Inf 12-31-2023
KNOTT DAVID M JR Common 3703 $20,000 77 0.01 0.01 0 0.00 12-31-2023
HERITAGE WEALTH ADVISORS COM 3704 $2,318 77 0.00 0.00 -1,148 -93.71 03-31-2024
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