 |
|
|
This page summarizes the CRM holdings changes quarter over quarter among those 13F filers that have reported for
the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024.
Share count is compared over these two periods to provide an indication of whether CRM is being accumulated or
sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the
long only reporting requirement).
| Filer | 12/31/2023
Share Count | 3/31/2024
Share Count | Change | % Change |
|---|
| 13F Filers Increasing CRM Share Count |
|---|
| Quattro Financial Advisors LLC |
263 |
50,000 |
+49,737 |
+18911.41% |
| First Community Trust NA |
33 |
558 |
+525 |
+1590.91% |
| MEAG MUNICH ERGO Kapitalanlagegesellschaft mbH |
6,029 |
61,834 |
+55,805 |
+925.61% |
| Richardson Capital Management LLC |
37 |
360 |
+323 |
+872.97% |
| MV Capital Management Inc. |
1,045 |
8,470 |
+7,425 |
+710.53% |
| Congress Wealth Management LLC DE |
6,431 |
48,608 |
+42,177 |
+655.84% |
| Lloyd Advisory Services LLC. |
956 |
6,160 |
+5,204 |
+544.35% |
| First PREMIER Bank |
10 |
63 |
+53 |
+530.00% |
| Congress Asset Management Co. MA |
52,243 |
308,340 |
+256,097 |
+490.20% |
| Wiley BROS. Aintree Capital LLC |
1,315 |
4,330 |
+3,015 |
+229.28% |
| GoalVest Advisory LLC |
310 |
932 |
+622 |
+200.65% |
| Koss Olinger Consulting LLC |
1,536 |
4,556 |
+3,020 |
+196.61% |
| Barrett & Company Inc. |
110 |
285 |
+175 |
+159.09% |
| Rise Advisors LLC |
360 |
854 |
+494 |
+137.22% |
| SJS Investment Consulting Inc. |
217 |
511 |
+294 |
+135.48% |
| Unique Wealth LLC |
1,549 |
3,646 |
+2,097 |
+135.38% |
| Stephenson National Bank & Trust |
66 |
150 |
+84 |
+127.27% |
| West Oak Capital LLC |
725 |
1,495 |
+770 |
+106.21% |
| Wealth Enhancement Advisory Services LLC |
73,926 |
144,179 |
+70,253 |
+95.03% |
| Scharf Investments LLC |
3,678 |
6,248 |
+2,570 |
+69.87% |
| Jackson Square Capital LLC |
1,030 |
1,712 |
+682 |
+66.21% |
| DeDora Capital Inc. |
4,428 |
7,098 |
+2,670 |
+60.30% |
| Hennion & Walsh Asset Management Inc. |
4,333 |
6,932 |
+2,599 |
+59.98% |
| Montecito Bank & Trust |
1,272 |
2,004 |
+732 |
+57.55% |
| Allred Capital Management LLC |
2,400 |
3,714 |
+1,314 |
+54.75% |
| Strategic Advocates LLC |
6,634 |
10,080 |
+3,446 |
+51.94% |
| Synergy Financial Management LLC |
7,358 |
11,115 |
+3,757 |
+51.06% |
| Central Bank & Trust Co. |
2,532 |
3,799 |
+1,267 |
+50.04% |
| AMF Pensionsforsakring AB |
205,888 |
302,981 |
+97,093 |
+47.16% |
| Cedrus LLC |
1,301 |
1,884 |
+583 |
+44.81% |
| Sound Income Strategies LLC |
564 |
815 |
+251 |
+44.50% |
| Little House Capital LLC |
4,697 |
6,785 |
+2,088 |
+44.45% |
| Global Trust Asset Management LLC |
1,900 |
2,670 |
+770 |
+40.53% |
| RMR Wealth Builders |
6,243 |
8,640 |
+2,397 |
+38.40% |
| Aprio Wealth Management LLC |
1,665 |
2,263 |
+598 |
+35.92% |
| Palumbo Wealth Management LLC |
2,100 |
2,839 |
+739 |
+35.19% |
| Orrstown Financial Services Inc. |
1,670 |
2,205 |
+535 |
+32.04% |
| Strata Wealth Advisors LLC |
1,235 |
1,627 |
+392 |
+31.74% |
| Austin Private Wealth LLC |
2,136 |
2,791 |
+655 |
+30.66% |
| Park Avenue Securities LLC |
21,502 |
27,994 |
+6,492 |
+30.19% |
| KMG Fiduciary Partners LLC |
17,592 |
21,936 |
+4,344 |
+24.69% |
| Folger Nolan Fleming Douglas Capital Management Inc. |
1,197 |
1,487 |
+290 |
+24.23% |
| Keel Point LLC |
4,505 |
5,594 |
+1,089 |
+24.17% |
| RFG Advisory LLC |
5,218 |
6,438 |
+1,220 |
+23.38% |
| CWM LLC |
50,519 |
62,079 |
+11,560 |
+22.88% |
| Wedmont Private Capital |
13,271 |
15,904 |
+2,633 |
+19.84% |
| Naviter Wealth LLC |
5,932 |
7,075 |
+1,143 |
+19.27% |
| Aviance Capital Partners LLC |
5,921 |
7,021 |
+1,100 |
+18.58% |
| Signal Advisors Wealth LLC |
4,248 |
5,031 |
+783 |
+18.43% |
| Hudson Valley Investment Advisors Inc. ADV |
23,429 |
27,370 |
+3,941 |
+16.82% |
| Strategic Planning Group LLC |
8,266 |
9,583 |
+1,317 |
+15.93% |
| Chemistry Wealth Management LLC |
4,256 |
4,926 |
+670 |
+15.74% |
| Aspire Private Capital LLC |
3,023 |
3,484 |
+461 |
+15.25% |
| Private Ocean LLC |
80 |
92 |
+12 |
+15.00% |
| Capital Advisors Wealth Management LLC |
3,184 |
3,653 |
+469 |
+14.73% |
| First Affirmative Financial Network |
1,628 |
1,860 |
+232 |
+14.25% |
| First Hawaiian Bank |
13,995 |
15,966 |
+1,971 |
+14.08% |
| New Mexico Educational Retirement Board |
50,986 |
57,286 |
+6,300 |
+12.36% |
| WESPAC Advisors SoCal LLC |
2,367 |
2,657 |
+290 |
+12.25% |
| Ausdal Financial Partners Inc. |
1,996 |
2,233 |
+237 |
+11.87% |
| GAMMA Investing LLC |
4,161 |
4,654 |
+493 |
+11.85% |
| Ferguson Wellman Capital Management Inc. |
1,173 |
1,311 |
+138 |
+11.76% |
| Aurum Wealth Management Group LLC |
2,662 |
2,956 |
+294 |
+11.04% |
| Burns J W & Co. Inc. NY |
7,998 |
8,835 |
+837 |
+10.47% |
| Vivid Wealth Management LLC |
2,087 |
2,295 |
+208 |
+9.97% |
| LVW Advisors LLC |
1,667 |
1,833 |
+166 |
+9.96% |
| Ballentine Partners LLC |
14,865 |
16,340 |
+1,475 |
+9.92% |
| Beese Fulmer Investment Management Inc. |
27,945 |
30,552 |
+2,607 |
+9.33% |
| Guinness Asset Management LTD |
126,019 |
137,639 |
+11,620 |
+9.22% |
| FF Advisors LLC |
1,803 |
1,955 |
+152 |
+8.43% |
| Allspring Global Investments Holdings LLC |
483,118 |
523,681 |
+40,563 |
+8.40% |
| First Citizens Bank & Trust Co. |
2,547 |
2,760 |
+213 |
+8.36% |
| Cooper Financial Group |
6,040 |
6,543 |
+503 |
+8.33% |
| Richelieu Gestion PLC |
600 |
650 |
+50 |
+8.33% |
| Neville Rodie & Shaw Inc. |
47,944 |
51,871 |
+3,927 |
+8.19% |
| McGlone Suttner Wealth Management Inc. |
2,645 |
2,856 |
+211 |
+7.98% |
| Traynor Capital Management Inc. |
1,200 |
1,294 |
+94 |
+7.83% |
| Annex Advisory Services LLC |
81,825 |
88,207 |
+6,382 |
+7.80% |
| Capital Advisory Group Advisory Services LLC |
1,151 |
1,240 |
+89 |
+7.73% |
| Traveka Wealth LLC |
1,790 |
1,927 |
+137 |
+7.65% |
| Well Done LLC |
1,322 |
1,423 |
+101 |
+7.64% |
| Consilio Wealth Advisors LLC |
896 |
964 |
+68 |
+7.59% |
| JJJ Advisors Inc. |
1,197 |
1,286 |
+89 |
+7.44% |
| Red Door Wealth Management LLC |
14,560 |
15,604 |
+1,044 |
+7.17% |
| Sanders Morris Harris LLC |
5,685 |
6,061 |
+376 |
+6.61% |
| Versant Capital Management Inc |
718 |
765 |
+47 |
+6.55% |
| WBH Advisory Inc. |
2,162 |
2,292 |
+130 |
+6.01% |
| Fifth Third Wealth Advisors LLC |
4,726 |
5,005 |
+279 |
+5.90% |
| Thrive Wealth Management LLC |
8,210 |
8,686 |
+476 |
+5.80% |
| Clarity Wealth Advisors LLC |
1,541 |
1,629 |
+88 |
+5.71% |
| Norway Savings Bank |
7,906 |
8,344 |
+438 |
+5.54% |
| Prentice Wealth Management LLC |
2,294 |
2,416 |
+122 |
+5.32% |
| Sovereign Financial Group Inc. |
1,090 |
1,147 |
+57 |
+5.23% |
| Revolve Wealth Partners LLC |
1,806 |
1,898 |
+92 |
+5.09% |
| Claro Advisors LLC |
3,900 |
4,092 |
+192 |
+4.92% |
| CHICAGO TRUST Co NA |
5,371 |
5,632 |
+261 |
+4.86% |
| Processus Wealth & Capital Management LLC |
10,000 |
10,470 |
+470 |
+4.70% |
| Trust Co. of Toledo NA OH |
13,718 |
14,309 |
+591 |
+4.31% |
| Asio Capital LLC |
16,040 |
16,731 |
+691 |
+4.31% |
| Stratos Wealth Partners LTD. |
40,159 |
41,851 |
+1,692 |
+4.21% |
| Lantz Financial LLC |
1,174 |
1,222 |
+48 |
+4.09% |
| St. Johns Investment Management Company LLC |
5,606 |
5,834 |
+228 |
+4.07% |
| Trifecta Capital Advisors LLC |
21,620 |
22,499 |
+879 |
+4.07% |
| Signet Financial Management LLC |
5,661 |
5,890 |
+229 |
+4.05% |
| Fox Hill Wealth Management |
947 |
985 |
+38 |
+4.01% |
| Atwood & Palmer Inc. |
480 |
499 |
+19 |
+3.96% |
| BNC Wealth Management LLC |
14,161 |
14,673 |
+512 |
+3.62% |
| Capital Advisors Ltd. LLC |
727 |
753 |
+26 |
+3.58% |
| LVM Capital Management Ltd. MI |
42,288 |
43,778 |
+1,490 |
+3.52% |
| Wealthcare Advisory Partners LLC |
6,535 |
6,763 |
+228 |
+3.49% |
| Modus Advisors LLC |
12,178 |
12,602 |
+424 |
+3.48% |
| Pure Financial Advisors Inc. |
813 |
840 |
+27 |
+3.32% |
| Stratos Wealth Advisors LLC |
32,320 |
33,378 |
+1,058 |
+3.27% |
| Arbor Trust Wealth Advisors LLC |
6,292 |
6,487 |
+195 |
+3.10% |
| FOCUS Wealth Advisors LLC |
7,254 |
7,468 |
+214 |
+2.95% |
| Opal Wealth Advisors LLC |
989 |
1,017 |
+28 |
+2.83% |
| NBC Securities Inc. |
12,064 |
12,404 |
+340 |
+2.82% |
| OLD National Bancorp IN |
76,138 |
78,225 |
+2,087 |
+2.74% |
| Winthrop Advisory Group LLC |
1,903 |
1,953 |
+50 |
+2.63% |
| Parisi Gray Wealth Management |
1,051 |
1,078 |
+27 |
+2.57% |
| Silverlake Wealth Management LLC |
1,000 |
1,025 |
+25 |
+2.50% |
| InTrack Investment Management Inc |
5,019 |
5,144 |
+125 |
+2.49% |
| Means Investment CO. Inc. |
38,060 |
39,002 |
+942 |
+2.48% |
| Gulf International Bank UK Ltd |
83,736 |
85,793 |
+2,057 |
+2.46% |
| Pallas Capital Advisors LLC |
35,942 |
36,819 |
+877 |
+2.44% |
| CFM Wealth Partners LLC |
41,566 |
42,570 |
+1,004 |
+2.42% |
| Chicago Capital LLC |
230,461 |
235,778 |
+5,317 |
+2.31% |
| Plimoth Trust Co. LLC |
21,647 |
22,143 |
+496 |
+2.29% |
| CRA Financial Services LLC |
857 |
875 |
+18 |
+2.10% |
| Central Valley Advisors LLC |
5,882 |
6,002 |
+120 |
+2.04% |
| IAM Advisory LLC |
2,514 |
2,565 |
+51 |
+2.03% |
| Tower Wealth Partners Inc. |
853 |
870 |
+17 |
+1.99% |
| Founders Financial Securities LLC |
3,197 |
3,257 |
+60 |
+1.88% |
| Brookstone Capital Management |
38,466 |
39,088 |
+622 |
+1.62% |
| KRS Capital Management LLC |
5,616 |
5,706 |
+90 |
+1.60% |
| Atlas Brown Inc. |
6,389 |
6,488 |
+99 |
+1.55% |
| David J Yvars Group |
16,310 |
16,562 |
+252 |
+1.55% |
| Pathway Financial Advisors LLC |
1,532 |
1,555 |
+23 |
+1.50% |
| McLean Asset Management Corp |
902 |
915 |
+13 |
+1.44% |
| Investment Research & Advisory Group Inc. |
14,646 |
14,843 |
+197 |
+1.35% |
| Echo45 Advisors LLC |
794 |
804 |
+10 |
+1.26% |
| Dash Acquisitions Inc. |
50,123 |
50,731 |
+608 |
+1.21% |
| Garrett Investment Advisors LLC |
12,121 |
12,255 |
+134 |
+1.11% |
| Seed Wealth Management Inc. |
3,650 |
3,690 |
+40 |
+1.10% |
| Chickasaw Capital Management LLC |
8,315 |
8,400 |
+85 |
+1.02% |
| Fundamentun LLC |
25,518 |
25,762 |
+244 |
+0.96% |
| NorthCrest Asset Manangement LLC |
85,052 |
85,850 |
+798 |
+0.94% |
| ST Germain D J Co. Inc. |
21,108 |
21,286 |
+178 |
+0.84% |
| Harbour Capital Advisors LLC |
17,884 |
18,035 |
+151 |
+0.84% |
| Legacy Private Trust Co. |
8,900 |
8,968 |
+68 |
+0.76% |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH |
5,009 |
5,044 |
+35 |
+0.70% |
| Wolff Wiese Magana LLC |
2,672 |
2,690 |
+18 |
+0.67% |
| Nikulski Financial Inc. |
8,593 |
8,646 |
+53 |
+0.62% |
| 180 Wealth Advisors LLC |
11,458 |
11,528 |
+70 |
+0.61% |
| Gradient Capital Advisors LLC |
1,188 |
1,195 |
+7 |
+0.59% |
| Sandy Cove Advisors LLC |
1,092 |
1,097 |
+5 |
+0.46% |
| Artemis Investment Management LLP |
33,498 |
33,650 |
+152 |
+0.45% |
| Cedar Brook Financial Partners LLC |
1,476 |
1,482 |
+6 |
+0.41% |
| CVA Family Office LLC |
1,419 |
1,424 |
+5 |
+0.35% |
| SOA Wealth Advisors LLC. |
1,911 |
1,917 |
+6 |
+0.31% |
| Wealth Alliance Advisory Group LLC |
2,627 |
2,635 |
+8 |
+0.30% |
| Bowman & Co S.C. |
4,154 |
4,165 |
+11 |
+0.26% |
| Alliance Wealth Advisors LLC |
1,611 |
1,615 |
+4 |
+0.25% |
| Moody National Bank Trust Division |
9,465 |
9,487 |
+22 |
+0.23% |
| Howard Capital Management Group LLC |
113,605 |
113,820 |
+215 |
+0.19% |
| Woodmont Investment Counsel LLC |
17,876 |
17,896 |
+20 |
+0.11% |
| Meyer Handelman Co. |
35,030 |
35,045 |
+15 |
+0.04% |
| Fulton Bank N.A. |
9,102 |
9,106 |
+4 |
+0.04% |
| 13F Filers Reporting New Positions In CRM |
|---|
| MJP Associates Inc. ADV |
0 |
955 |
+955 |
+100% |
| Chapin Davis Inc. |
0 |
1,870 |
+1,870 |
+100% |
| Tealwood Asset Management Inc. |
0 |
5,343 |
+5,343 |
+100% |
| Country Trust Bank |
0 |
36 |
+36 |
+100% |
| Westend Capital Management LLC |
0 |
41 |
+41 |
+100% |
| Northwest Investment Counselors LLC |
0 |
362 |
+362 |
+100% |
| Mechanics Bank Trust Department |
0 |
765 |
+765 |
+100% |
| IMC Chicago LLC |
0 |
21,297 |
+21,297 |
+100% |
| Vicus Capital |
0 |
1,847 |
+1,847 |
+100% |
| CenterStar Asset Management LLC |
0 |
1,049 |
+1,049 |
+100% |
| Trilogy Capital Inc. |
0 |
1,257 |
+1,257 |
+100% |
| Affiance Financial LLC |
0 |
677 |
+677 |
+100% |
| One Wealth Advisors LLC |
0 |
1,765 |
+1,765 |
+100% |
| RHS Financial LLC |
0 |
808 |
+808 |
+100% |
| ERn Financial LLC |
0 |
670 |
+670 |
+100% |
| CCG Wealth Management LLC |
0 |
731 |
+731 |
+100% |
| Weaver Consulting Group |
0 |
681 |
+681 |
+100% |
| Kathmere Capital Management LLC |
0 |
755 |
+755 |
+100% |
| Foster Group Inc. |
0 |
982 |
+982 |
+100% |
| Ellsworth Advisors LLC |
0 |
828 |
+828 |
+100% |
| Elk River Wealth Management LLC |
0 |
937 |
+937 |
+100% |
| Sandbox Financial Partners LLC |
0 |
691 |
+691 |
+100% |
| RFG Holdings Inc. |
0 |
1,135 |
+1,135 |
+100% |
| Piscataqua Savings Bank |
0 |
4 |
+4 |
+100% |
| Fermata Advisors LLC |
0 |
1,388 |
+1,388 |
+100% |
| US Asset Management LLC |
0 |
681 |
+681 |
+100% |
| Cherrydale Wealth Management LLC |
0 |
684 |
+684 |
+100% |
| Marion Wealth Management |
0 |
686 |
+686 |
+100% |
| Key Client Fiduciary Advisors LLC |
0 |
3,653 |
+3,653 |
+100% |
| Astoria Portfolio Advisors LLC. |
0 |
1,005 |
+1,005 |
+100% |
| Global Assets Advisory LLC |
0 |
28,412 |
+28,412 |
+100% |
| Hoxton Planning & Management LLC |
0 |
730 |
+730 |
+100% |
| Register Financial Advisors LLC |
0 |
637 |
+637 |
+100% |
| GuoLine Advisory Pte Ltd |
0 |
41,500 |
+41,500 |
+100% |
| Whitaker Myers Wealth Managers LTD. |
0 |
1,312 |
+1,312 |
+100% |
| Abacus Wealth Partners LLC |
0 |
831 |
+831 |
+100% |
| Exchange Bank |
0 |
759 |
+759 |
+100% |
| Foguth Wealth Management LLC. |
0 |
3,887 |
+3,887 |
+100% |
| Financial Synergies Wealth Advisors Inc. |
0 |
9 |
+9 |
+100% |
| Emprise Bank |
0 |
5,088 |
+5,088 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| City Holding Co. |
360 |
360 |
UNCH |
0.00% |
| Park National Corp OH |
1,780 |
1,780 |
UNCH |
0.00% |
| Tompkins Financial Corp |
571 |
571 |
UNCH |
0.00% |
| Clifford Swan Investment Counsel LLC |
1,017 |
1,017 |
UNCH |
0.00% |
| First National Bank Sioux Falls |
1,324 |
1,324 |
UNCH |
0.00% |
| American National Bank |
3,228 |
3,228 |
UNCH |
0.00% |
| Thompson Investment Management Inc. |
1,000 |
1,000 |
UNCH |
0.00% |
| Indiana Trust & Investment Management CO |
1,229 |
1,229 |
UNCH |
0.00% |
| Arlington Partners LLC |
12,727 |
12,727 |
UNCH |
0.00% |
| Atlas Capital Advisors LLC |
395 |
395 |
UNCH |
0.00% |
| Cohen Klingenstein LLC |
28,300 |
28,300 |
UNCH |
0.00% |
| Windsor Capital Management LLC |
1,563 |
1,563 |
UNCH |
0.00% |
| Paragon Capital Management Ltd |
76,081 |
76,081 |
UNCH |
0.00% |
| Lowe Wealth Advisors LLC |
18 |
18 |
UNCH |
0.00% |
| Parkside Advisors LLC |
2,299 |
2,299 |
UNCH |
0.00% |
| Riverview Trust Co |
3,706 |
3,706 |
UNCH |
0.00% |
| Evanson Asset Management LLC |
1,526 |
1,526 |
UNCH |
0.00% |
| Northstar Group Inc. |
6,851 |
6,851 |
UNCH |
0.00% |
| Trust Co |
60 |
60 |
UNCH |
0.00% |
| Moisand Fitzgerald Tamayo LLC |
14 |
14 |
UNCH |
0.00% |
| Symmetry Partners LLC |
3,397 |
3,397 |
UNCH |
0.00% |
| LexAurum Advisors LLC |
1,061 |
1,061 |
UNCH |
0.00% |
| Northwest Capital Management Inc |
283 |
283 |
UNCH |
0.00% |
| Pflug Koory LLC |
138 |
138 |
UNCH |
0.00% |
| Compton Wealth Advisory Group LLC |
6,750 |
6,750 |
UNCH |
0.00% |
| Insight Financial Services |
3 |
3 |
UNCH |
0.00% |
| Criterion Capital Advisors LLC |
42 |
42 |
UNCH |
0.00% |
| Yarbrough Capital LLC |
72,522 |
72,522 |
UNCH |
0.00% |
| McAlister Sweet & Associates Inc. |
1,337 |
1,337 |
UNCH |
0.00% |
| Carolina Wealth Advisors LLC |
26 |
26 |
UNCH |
0.00% |
| Cedar Mountain Advisors LLC |
111 |
111 |
UNCH |
0.00% |
| Epiq Partners LLC |
979 |
979 |
UNCH |
0.00% |
| Pacifica Partners Inc. |
130 |
130 |
UNCH |
0.00% |
| Dohj LLC |
1,033 |
1,033 |
UNCH |
0.00% |
| Trinity Financial Advisors LLC |
1,002 |
1,002 |
UNCH |
0.00% |
| Cordant Inc. |
422 |
422 |
UNCH |
0.00% |
| TruWealth Advisors LLC |
792 |
792 |
UNCH |
0.00% |
| Annapolis Financial Services LLC |
59 |
59 |
UNCH |
0.00% |
| Bank of New Hampshire |
310 |
310 |
UNCH |
0.00% |
| Five Oceans Advisors |
1,194 |
1,194 |
UNCH |
0.00% |
| Kathleen S. Wright Associates Inc. |
117 |
117 |
UNCH |
0.00% |
| FSC Wealth Advisors LLC |
68 |
68 |
UNCH |
0.00% |
| Armstrong Advisory Group Inc. |
281 |
281 |
UNCH |
0.00% |
| Signature Resources Capital Management LLC |
97 |
97 |
UNCH |
0.00% |
| Coston McIsaac & Partners |
47 |
47 |
UNCH |
0.00% |
| Fortitude Family Office LLC |
2,368 |
2,368 |
UNCH |
0.00% |
| Stephens Consulting LLC |
4 |
4 |
UNCH |
0.00% |
| Madison Park Capital Advisors LLC |
1,544 |
1,544 |
UNCH |
0.00% |
| Peoples Bank KS |
190 |
190 |
UNCH |
0.00% |
| Werlinich Asset Management LLC |
1,123 |
1,123 |
UNCH |
0.00% |
| PFS Partners LLC |
58 |
58 |
UNCH |
0.00% |
| West Paces Advisors Inc. |
734 |
734 |
UNCH |
0.00% |
| Evergreen Private Wealth LLC |
459 |
459 |
UNCH |
0.00% |
| Voisard Asset Management Group Inc. |
69 |
69 |
UNCH |
0.00% |
| 1858 Wealth Management LLC |
1,065 |
1,065 |
UNCH |
0.00% |
| 13F Filers Decreasing CRM Share Count |
|---|
| Oak Thistle LLC |
8,471 |
1,835 |
-6,636 |
-78.34% |
| Baldwin Brothers Inc. MA |
625 |
213 |
-412 |
-65.92% |
| D. B. Root & Company LLC |
1,263 |
690 |
-573 |
-45.37% |
| Bremer Bank National Association |
2,103 |
1,173 |
-930 |
-44.22% |
| Cullinan Associates Inc. |
30,707 |
17,447 |
-13,260 |
-43.18% |
| Abacus Planning Group Inc. |
1,353 |
825 |
-528 |
-39.02% |
| Manning & Napier Group LLC |
262,094 |
162,616 |
-99,478 |
-37.96% |
| Deltec Asset Management LLC |
7,300 |
4,750 |
-2,550 |
-34.93% |
| CMH Wealth Management LLC |
48,047 |
31,864 |
-16,183 |
-33.68% |
| Tsfg LLC |
2,686 |
1,795 |
-891 |
-33.17% |
| MCF Advisors LLC |
166 |
111 |
-55 |
-33.13% |
| Vaughan Nelson Investment Management L.P. |
896,228 |
609,305 |
-286,923 |
-32.01% |
| Apeiron RIA LLC |
1,008 |
702 |
-306 |
-30.36% |
| Arlington Trust Co LLC |
65 |
47 |
-18 |
-27.69% |
| Tlwm |
6,813 |
4,934 |
-1,879 |
-27.58% |
| Sendero Wealth Management LLC |
15,981 |
11,643 |
-4,338 |
-27.14% |
| PayPay Securities Corp |
19 |
14 |
-5 |
-26.32% |
| Atticus Wealth Management LLC |
48 |
36 |
-12 |
-25.00% |
| Dynamic Advisor Solutions LLC |
27,164 |
20,650 |
-6,514 |
-23.98% |
| Octavia Wealth Advisors LLC |
4,871 |
3,805 |
-1,066 |
-21.88% |
| VanderPol Investments L.L.C. |
1,846 |
1,452 |
-394 |
-21.34% |
| Cornerstone Wealth Group LLC |
17,033 |
13,553 |
-3,480 |
-20.43% |
| First Financialcorp IN |
2,507 |
2,010 |
-497 |
-19.82% |
| New Hampshire Trust |
14,327 |
11,587 |
-2,740 |
-19.12% |
| Sunbelt Securities Inc. |
8,648 |
7,015 |
-1,633 |
-18.88% |
| DNB Asset Management AS |
253,819 |
206,917 |
-46,902 |
-18.48% |
| Massmutual Trust Co. FSB ADV |
30,422 |
24,908 |
-5,514 |
-18.13% |
| Farmers & Merchants Investments Inc. |
1,365 |
1,120 |
-245 |
-17.95% |
| Perkins Coie Trust Co |
164 |
135 |
-29 |
-17.68% |
| Dakota Community Bank & Trust NA |
558 |
463 |
-95 |
-17.03% |
| M&R Capital Management Inc. |
6,453 |
5,392 |
-1,061 |
-16.44% |
| Hexagon Capital Partners LLC |
957 |
802 |
-155 |
-16.20% |
| Bruce G. Allen Investments LLC |
81 |
68 |
-13 |
-16.05% |
| G&S Capital LLC |
8,795 |
7,406 |
-1,389 |
-15.79% |
| Asset Dedication LLC |
14,114 |
11,914 |
-2,200 |
-15.59% |
| 17 Capital Partners LLC |
3,481 |
2,946 |
-535 |
-15.37% |
| Benson Investment Management Company Inc. |
18,541 |
15,797 |
-2,744 |
-14.80% |
| AdvisorNet Financial Inc |
2,856 |
2,450 |
-406 |
-14.22% |
| Congress Park Capital LLC |
3,530 |
3,035 |
-495 |
-14.02% |
| Kingswood Wealth Advisors LLC |
16,461 |
14,187 |
-2,274 |
-13.81% |
| 626 Financial LLC |
2,658 |
2,313 |
-345 |
-12.98% |
| Stewart & Patten Co. LLC |
773 |
673 |
-100 |
-12.94% |
| OneAscent Wealth Management LLC |
1,530 |
1,337 |
-193 |
-12.61% |
| Arden Trust Co |
1,886 |
1,654 |
-232 |
-12.30% |
| Clarius Group LLC |
11,642 |
10,261 |
-1,381 |
-11.86% |
| Symphony Financial Ltd. Co. |
11,895 |
10,535 |
-1,360 |
-11.43% |
| Affinity Capital Advisors LLC |
812 |
721 |
-91 |
-11.21% |
| Boston Common Asset Management LLC |
78,488 |
69,985 |
-8,503 |
-10.83% |
| Los Angeles Capital Management & Equity Research Inc. |
1,366,556 |
1,221,738 |
-144,818 |
-10.60% |
| Perpetual Ltd |
10,795 |
9,724 |
-1,071 |
-9.92% |
| True North Advisors LLC |
2,096 |
1,888 |
-208 |
-9.92% |
| Timber Creek Capital Management LLC |
18,065 |
16,400 |
-1,665 |
-9.22% |
| Doliver Advisors LP |
6,380 |
5,823 |
-557 |
-8.73% |
| City State Bank |
1,182 |
1,079 |
-103 |
-8.71% |
| Fulcrum Capital LLC |
2,061 |
1,883 |
-178 |
-8.64% |
| Integrated Investment Consultants LLC |
1,802 |
1,653 |
-149 |
-8.27% |
| Diversified Trust Co |
11,071 |
10,175 |
-896 |
-8.09% |
| GSG Advisors LLC |
1,206 |
1,110 |
-96 |
-7.96% |
| Cyndeo Wealth Partners LLC |
19,438 |
17,890 |
-1,548 |
-7.96% |
| Hodges Capital Management Inc. |
1,452 |
1,337 |
-115 |
-7.92% |
| Catalyst Private Wealth LLC |
2,148 |
1,991 |
-157 |
-7.31% |
| Occidental Asset Management LLC |
4,857 |
4,504 |
-353 |
-7.27% |
| Allen Capital Group LLC |
923 |
857 |
-66 |
-7.15% |
| Blue Zone Wealth Advisors LLC |
26,611 |
24,729 |
-1,882 |
-7.07% |
| Arlington Financial Advisors LLC |
16,246 |
15,099 |
-1,147 |
-7.06% |
| Enterprise Bank & Trust Co |
12,133 |
11,295 |
-838 |
-6.91% |
| Pioneer Wealth Management Group |
919 |
856 |
-63 |
-6.86% |
| Etesian Wealth Advisors Inc. |
4,858 |
4,531 |
-327 |
-6.73% |
| Capital Asset Advisory Services LLC |
983 |
920 |
-63 |
-6.41% |
| Moseley Investment Management Inc. |
4,161 |
3,903 |
-258 |
-6.20% |
| Portside Wealth Group LLC |
30,476 |
28,663 |
-1,813 |
-5.95% |
| Canandaigua National Bank & Trust Co. |
18,012 |
17,057 |
-955 |
-5.30% |
| Ridgewood Investments LLC |
1,109 |
1,051 |
-58 |
-5.23% |
| Mosley Wealth Management |
834 |
792 |
-42 |
-5.04% |
| Burkett Financial Services LLC |
1,076 |
1,026 |
-50 |
-4.65% |
| Appleton Partners Inc. MA |
2,799 |
2,669 |
-130 |
-4.64% |
| Hartford Investment Management Co. |
65,558 |
62,565 |
-2,993 |
-4.57% |
| Flagship Harbor Advisors LLC |
9,533 |
9,104 |
-429 |
-4.50% |
| Contravisory Investment Management Inc. |
1,856 |
1,773 |
-83 |
-4.47% |
| WD Rutherford LLC |
14,698 |
14,055 |
-643 |
-4.37% |
| Verde Capital Management |
8,183 |
7,837 |
-346 |
-4.23% |
| Hengehold Capital Management LLC |
2,404 |
2,304 |
-100 |
-4.16% |
| Bangor Savings Bank |
8,513 |
8,162 |
-351 |
-4.12% |
| Ayrshire Capital Management LLC |
4,748 |
4,556 |
-192 |
-4.04% |
| OneAscent Financial Services LLC |
2,571 |
2,471 |
-100 |
-3.89% |
| Grandview Asset Management LLC |
7,038 |
6,767 |
-271 |
-3.85% |
| Adirondack Trust Co. |
1,404 |
1,350 |
-54 |
-3.85% |
| Collective Family Office LLC |
1,261 |
1,215 |
-46 |
-3.65% |
| Mcdonald Partners LLC |
959 |
924 |
-35 |
-3.65% |
| Steel Peak Wealth Management LLC |
94,409 |
91,171 |
-3,238 |
-3.43% |
| Clarus Wealth Advisors |
2,169 |
2,096 |
-73 |
-3.37% |
| Factory Mutual Insurance Co. |
104,300 |
100,800 |
-3,500 |
-3.36% |
| Independence Bank of Kentucky |
13,064 |
12,646 |
-418 |
-3.20% |
| Berger Financial Group Inc |
1,758 |
1,702 |
-56 |
-3.19% |
| First National Bank |
3,340 |
3,234 |
-106 |
-3.17% |
| Selective Wealth Management Inc. |
29,625 |
28,692 |
-933 |
-3.15% |
| Financial Management Professionals Inc. |
810 |
785 |
-25 |
-3.09% |
| Navalign LLC |
7,895 |
7,652 |
-243 |
-3.08% |
| Boltwood Capital Management |
10,349 |
10,042 |
-307 |
-2.97% |
| WoodTrust Financial Corp |
57,973 |
56,262 |
-1,711 |
-2.95% |
| Exchange Traded Concepts LLC |
39,059 |
37,952 |
-1,107 |
-2.83% |
| Private Capital Management LLC |
1,493 |
1,452 |
-41 |
-2.75% |
| Pinnacle Bank |
1,817 |
1,767 |
-50 |
-2.75% |
| Abner Herrman & Brock LLC |
83,418 |
81,176 |
-2,242 |
-2.69% |
| Banque Cantonale Vaudoise |
53,921 |
52,505 |
-1,416 |
-2.63% |
| DGS Capital Management LLC |
1,223 |
1,191 |
-32 |
-2.62% |
| LongView Wealth Management |
881 |
858 |
-23 |
-2.61% |
| Welch Group LLC |
904 |
881 |
-23 |
-2.54% |
| Trivant Custom Portfolio Group LLC |
10,503 |
10,247 |
-256 |
-2.44% |
| Buckingham Capital Management Inc. |
49,276 |
48,074 |
-1,202 |
-2.44% |
| Atlantic Union Bankshares Corp |
9,286 |
9,068 |
-218 |
-2.35% |
| SeaCrest Wealth Management LLC |
12,434 |
12,148 |
-286 |
-2.30% |
| Worth Asset Management LLC |
7,963 |
7,785 |
-178 |
-2.24% |
| Romano Brothers AND Company |
4,129 |
4,039 |
-90 |
-2.18% |
| AlphaMark Advisors LLC |
139 |
136 |
-3 |
-2.16% |
| Chesley Taft & Associates LLC |
49,516 |
48,479 |
-1,037 |
-2.09% |
| Capital Investment Advisors LLC |
6,569 |
6,434 |
-135 |
-2.06% |
| Breakwater Capital Group |
805 |
789 |
-16 |
-1.99% |
| Park Place Capital Corp |
8,806 |
8,639 |
-167 |
-1.90% |
| Fragasso Group Inc. |
24,477 |
24,048 |
-429 |
-1.75% |
| Chemung Canal Trust Co. |
19,328 |
19,006 |
-322 |
-1.67% |
| Wealth Management Partners LLC |
8,042 |
7,911 |
-131 |
-1.63% |
| Investment Partners Asset Management Inc. |
4,097 |
4,035 |
-62 |
-1.51% |
| Exchange Capital Management Inc. |
45,725 |
45,079 |
-646 |
-1.41% |
| Curbstone Financial Management Corp |
3,716 |
3,666 |
-50 |
-1.35% |
| Sunflower Bank N.A. |
2,607 |
2,572 |
-35 |
-1.34% |
| Wallace Advisory Group LLC |
4,715 |
4,653 |
-62 |
-1.31% |
| Webster Bank N. A. |
25,991 |
25,653 |
-338 |
-1.30% |
| Mirador Capital Partners LP |
2,242 |
2,214 |
-28 |
-1.25% |
| Meridian Financial Partners LLC |
4,035 |
3,985 |
-50 |
-1.24% |
| Sawyer & Company Inc |
19,017 |
18,785 |
-232 |
-1.22% |
| Mather Group LLC. |
1,802 |
1,780 |
-22 |
-1.22% |
| Mcrae Capital Management Inc. |
28,087 |
27,747 |
-340 |
-1.21% |
| Bridge Creek Capital Management LLC |
20,603 |
20,374 |
-229 |
-1.11% |
| Triangle Securities Wealth Management |
9,084 |
8,985 |
-99 |
-1.09% |
| CIC Wealth LLC |
4,361 |
4,314 |
-47 |
-1.08% |
| Ignite Planners LLC |
1,156 |
1,144 |
-12 |
-1.04% |
| Optas LLC |
7,888 |
7,809 |
-79 |
-1.00% |
| Optimum Investment Advisors |
505 |
500 |
-5 |
-0.99% |
| Citizens Business Bank |
11,072 |
10,966 |
-106 |
-0.96% |
| Thomasville National Bank |
99,169 |
98,280 |
-889 |
-0.90% |
| Miracle Mile Advisors LLC |
19,104 |
18,946 |
-158 |
-0.83% |
| CX Institutional |
5,610 |
5,564 |
-46 |
-0.82% |
| Apella Capital LLC |
5,437 |
5,397 |
-40 |
-0.74% |
| Salvus Wealth Management LLC |
2,391 |
2,374 |
-17 |
-0.71% |
| Beech Hill Advisors Inc. |
12,589 |
12,504 |
-85 |
-0.68% |
| Courier Capital LLC |
12,802 |
12,721 |
-81 |
-0.63% |
| Jeppson Wealth Management LLC |
1,614 |
1,604 |
-10 |
-0.62% |
| Harbor Investment Advisory LLC |
29,827 |
29,642 |
-185 |
-0.62% |
| Hyperion Partners LLC |
1,661 |
1,651 |
-10 |
-0.60% |
| Perennial Advisors LLC |
1,826 |
1,815 |
-11 |
-0.60% |
| Grassi Investment Management |
33,813 |
33,613 |
-200 |
-0.59% |
| Cullen Investment Group LTD. |
20,129 |
20,015 |
-114 |
-0.57% |
| Daymark Wealth Partners LLC |
172,016 |
171,228 |
-788 |
-0.46% |
| Bouvel Investment Partners LLC |
19,584 |
19,495 |
-89 |
-0.45% |
| State of Michigan Retirement System |
266,343 |
265,243 |
-1,100 |
-0.41% |
| International Assets Investment Management LLC |
5,344 |
5,324 |
-20 |
-0.37% |
| Guinness Atkinson Asset Management Inc |
26,664 |
26,570 |
-94 |
-0.35% |
| Burke & Herbert Bank & Trust Co. |
886 |
883 |
-3 |
-0.34% |
| Gateway Investment Advisers LLC |
188,098 |
187,486 |
-612 |
-0.33% |
| Salem Investment Counselors Inc. |
3,751 |
3,739 |
-12 |
-0.32% |
| Roberts Wealth Advisors LLC |
10,476 |
10,450 |
-26 |
-0.25% |
| Aspiriant LLC |
10,513 |
10,494 |
-19 |
-0.18% |
| Talbot Financial LLC |
59,582 |
59,491 |
-91 |
-0.15% |
| Franklin Street Advisors Inc. NC |
128,006 |
127,823 |
-183 |
-0.14% |
| Grimes & Company Inc. |
839 |
838 |
-1 |
-0.12% |
| Sunpointe LLC |
1,741 |
1,739 |
-2 |
-0.11% |
| Forbes J M & Co. LLP |
36,362 |
36,324 |
-38 |
-0.10% |
| Procyon Private Wealth Partners LLC |
30,064 |
30,041 |
-23 |
-0.08% |
| Financial Enhancement Group LLC |
23,478 |
23,460 |
-18 |
-0.08% |
| Czech National Bank |
170,443 |
170,320 |
-123 |
-0.07% |
| Edge Wealth Management LLC |
47,946 |
47,926 |
-20 |
-0.04% |
| 13F Filers Exiting CRM |
|---|
| BKM Wealth Management LLC |
129 |
0 |
-129 |
-100.00% |
| MGO Private Wealth LLC |
883 |
0 |
-883 |
-100.00% |
| High Net Worth Advisory Group LLC |
797 |
0 |
-797 |
-100.00% |
| BSN Capital Partners Ltd |
191,000 |
0 |
-191,000 |
-100.00% |
| Harbor Group Inc. |
886 |
0 |
-886 |
-100.00% |
| Curated Wealth Partners LLC |
1,134 |
0 |
-1,134 |
-100.00% |
| Inscription Capital LLC |
2,233 |
0 |
-2,233 |
-100.00% |
| Parkside Investments LLC |
2,500 |
0 |
-2,500 |
-100.00% |
| Ibex Wealth Advisors |
2 |
0 |
-2 |
-100.00% |
| Roble Belko & Company Inc |
26 |
0 |
-26 |
-100.00% |
| Juncture Wealth Strategies LLC |
1,440 |
0 |
-1,440 |
-100.00% |
| Carlson Capital Management |
1,447 |
0 |
-1,447 |
-100.00% |
| Toth Financial Advisory Corp |
23 |
0 |
-23 |
-100.00% |
See Summary: Institutional Holders of CRM
See Details: Top 10 Hedge Funds Holding CRM
Also See: CRM Insider Buying
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