Institutional Owners for CRM
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| CAPITAL PLANNING ADVISORS LLC | COM | 3001 | $373,764 | 1,241 | 0.00 | 0.00 | 43 | 3.59 | 03-31-2024 |
| CAPITAL ADVISORY GROUP ADVISORY SERVICES LLC | COM | 3002 | $373,463 | 1,240 | 0.00 | 0.00 | 72 | 6.16 | 03-31-2024 |
| JBR CO FINANCIAL MANAGEMENT INC | COM | 3003 | $372,560 | 1,237 | 0.00 | 1,237 | +Inf | 03-31-2024 | |
| STRATA WEALTH ADVISORS LLC | COM | 3004 | $250,839 | 1,237 | 0.00 | 0.00 | -2,028 | -62.11 | 09-30-2023 |
