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
MERCHANTS BANCORP IND COM 5301 $1,000 27 0.00 27 +Inf 03-31-2024
MARCUS CORP DEL COM 5302 $1,000 84 0.00 0.00 -279 -76.86 03-31-2024
MARCUS & MILLICHAP INC COM 5303 $1,000 24 0.00 0.00 11 84.62 03-31-2024
MACROGENICS INC COM 5304 $1,000 57 0.00 0.00 30 111.11 03-31-2024
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