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
VELO3D INC COMMON STOCK 5201 $1,000 2,207 0.00 0.00 0 0.00 03-31-2024
MERIDIANLINK INC COMMON STOCK 5202 $1,000 53 0.00 0.00 0 0.00 03-31-2024
THE LION ELECTRIC COMPANY COMMON STOCK 5203 $1,000 400 0.00 0.00 100 33.33 03-31-2024
LIFE TIME GROUP HOLDINGS INC COMMON STOCK 5204 $1,000 87 0.00 0.00 -357 -80.41 03-31-2024
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