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
NATIONAL VISION HLDGS INC COM 2701 $42,000 1,876 0.00 0.00 7 0.37 03-31-2024
MIDDLESEX WTR CO COM 2702 $42,000 791 0.00 0.00 409 107.07 03-31-2024
H & E EQUIPMENT SERVICES INC COM 2703 $42,000 654 0.00 0.00 0 0.00 03-31-2024
DOUBLELINE INCOME SOLUTIONS COM 2704 $42,000 3,334 0.00 0.00 110 3.41 03-31-2024
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