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
STREAMLINE HEALTH SOLUTIONS COM 5251 $1,000 1,299 0.00 1,299 +Inf 03-31-2024
STRATEGIC ED INC COM 5252 $1,000 12 0.00 0.00 2 20.00 03-31-2024
STELLAR BANCORP INC COM 5253 $1,000 33 0.00 0.00 25 312.50 03-31-2024
STANDARD LITHIUM LTD COM 5254 $1,000 1,160 0.00 0.00 0 0.00 03-31-2024
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