Institutional Owners for CRM
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| BUCKINGHAM STRATEGIC WEALTH LLC | COM | 1801 | $2,004,520 | 6,656 | 0.00 | 0.00 | 1,679 | 33.74 | 03-31-2024 |
| APTUS CAPITAL ADVISORS LLC | COM | 1802 | $2,004,354 | 6,655 | 0.00 | 0.00 | 1,385 | 26.28 | 03-31-2024 |
| 1776 WEALTH LLC | Common | 1803 | $2,002,245 | 6,648 | 0.00 | 6,648 | +Inf | 03-31-2024 | |
| WEALTHSOURCE PARTNERS LLC | COM | 1804 | $1,327,938 | 6,647 | 0.00 | 0.11 | 2,174 | 48.60 | 03-31-2023 |
