Institutional Owners for CRM
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| WELLINGTON SHIELDS & CO LLC | Stock | 3051 | $352,079 | 1,169 | 0.00 | 0.00 | 622 | 113.71 | 03-31-2024 |
| SEVENBRIDGE FINANCIAL GROUP LLC | COM | 3052 | $319,361 | 1,167 | 0.00 | 0.00 | 32 | 2.82 | 03-31-2024 |
| EVERNEST FINANCIAL ADVISORS LLC | COM | 3053 | $315,251 | 1,166 | 0.00 | 1,166 | +Inf | 03-31-2024 | |
| MODERN WEALTH MANAGEMENT LLC | COM | 3054 | $322,172 | 1,164 | 0.00 | 1,164 | +Inf | 03-31-2024 |
