Institutional Owners for CRM
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| BLACKDIAMOND WEALTH MANAGEMENT LLC | COM | 3201 | $297,867 | 989 | 0.00 | 0.00 | 59 | 6.34 | 03-31-2024 |
| SAGE PRIVATE WEALTH GROUP LLC | COM | 3202 | $142,000 | 989 | 0.19 | 0.23 | 0 | 0.00 | 09-30-2022 |
| FOX HILL WEALTH MANAGEMENT | COM | 3203 | $296,662 | 985 | 0.00 | 985 | +Inf | 03-31-2024 | |
| PATRICK M SWEENEY & ASSOCIATES INC | COM | 3204 | $295,759 | 982 | 0.00 | 0.00 | 101 | 11.46 | 03-31-2024 |
