Institutional Owners for CRM
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| ALERA INVESTMENT ADVISORS LLC | Stock | 3301 | $262,026 | 870 | 0.00 | 0.00 | 99 | 12.84 | 03-31-2024 |
| TOWER WEALTH PARTNERS INC | COM | 3302 | $262,027 | 870 | 0.00 | 0.00 | 17 | 1.99 | 03-31-2024 |
| LWM ADVISORY SERVICES LLC | COM | Liquidated | $0 | 0 | 0.00 | 864 | +Inf | 03-31-2024 | |
| MARSHALL FINANCIAL GROUP LLC | COM | 3304 | $259,316 | 861 | 0.00 | 861 | +Inf | 03-31-2024 |
