Institutional Owners for CM
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| MOUNT YALE INVESTMENT ADVISORS LLC | COM | 401 | $264,349 | 6,847 | 0.00 | 0.00 | 325 | 4.98 | 09-30-2023 |
| FIRST AFFIRMATIVE FINANCIAL NETWORK | COM | 402 | $346,306 | 6,828 | 0.00 | 0.00 | -61 | -0.89 | 03-31-2024 |
| CRESTWOOD ADVISORS GROUP LLC | Stock | 403 | $345,200 | 6,806 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| SEQUOIA FINANCIAL ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -546 | -7.43 | 03-31-2024 |
