Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CWM LLC | 04-04-2024 | 03-31-2024 | 4792 | 20,566,169,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| PEGASYSTEMS INC | COM | 1251 | $446,000 | 6,907 | 0.00 | 0.00 | 5,666 | 456.57 | 03-31-2024 |
| ISHARES INC | ESG AWR MSCI EM | 1252 | $442,000 | 13,725 | 0.00 | 0.01 | -26,287 | -65.70 | 03-31-2024 |
| INDEPENDENT BK CORP MASS | COM | 1253 | $441,000 | 8,472 | 0.00 | 0.00 | -96 | -1.12 | 03-31-2024 |
| GATES INDL CORP PLC | ORD SHS | 1254 | $440,000 | 24,852 | 0.00 | 0.00 | 9,824 | 65.37 | 03-31-2024 |
