Institutional Owners for CRM
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| MUIRFIELD WEALTH ADVISORS LLC | COM | 3151 | $310,818 | 1,032 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| FOUNDERS FINANCIAL ALLIANCE LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -78 | -7.03 | 03-31-2024 |
| COVENANT MULTIFAMILY OFFICES LLC | COM | 3153 | $279,000 | 1,028 | 0.05 | 0.04 | 173 | 20.23 | 09-30-2021 |
| BURKETT FINANCIAL SERVICES LLC | Equity | 3154 | $309,011 | 1,026 | 0.00 | 0.00 | -50 | -4.65 | 03-31-2024 |
