Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| AVION WEALTH | 05-02-2024 | 03-31-2024 | 1152 | 372,655,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BRUKER CORP | COM | 901 | $2,000 | 17 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| BROWN & BROWN INC | COM | 902 | $2,000 | 14 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| BOISE CASCADE CO DEL | COM | 903 | $2,000 | 13 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| BLACK HILLS CORP | COM | 904 | $2,000 | 20 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
