Institutional Owners for CIM
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| VALLEY NATIONAL ADVISERS INC | COM NEW | 451 | $2,000 | 568 | 0.00 | 0.00 | -382 | -40.21 | 03-31-2024 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | COM NEW | Liquidated | $0 | 0 | 0.00 | 554 | +Inf | 12-31-2023 | |
| BOGART WEALTH LLC | REIT | 453 | $2,526 | 548 | 0.00 | 548 | +Inf | 03-31-2024 | |
| SUGARLOAF WEALTH MANAGEMENT LLC | REIT | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
