Institutional Owners for CRM
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| WMS PARTNERS LLC | COM | 2951 | $397,257 | 1,319 | 0.00 | 0.00 | 132 | 11.12 | 03-31-2024 |
| AVIDIAN WEALTH SOLUTIONS LLC | COM | Liquidated | $396,353 | 1,316 | 0.00 | 0.00 | 1,316 | +Inf | 03-31-2024 |
| BEACON FINANCIAL ADVISORY LLC | COM | 2953 | $395,449 | 1,313 | 0.00 | 0.00 | 4 | 0.31 | 03-31-2024 |
| JPMORGAN CHASE & CO | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -243 | -15.63 | 12-31-2023 |
