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 |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO EXCHANGE TRADED FD T | S&P SMLCP MOMENT | 801 | $1,319,000 | 21,866 | 0.01 | 0.00 | 6,809 | 45.22 | 03-31-2024 |
| OSI SYSTEMS INC | COM | 802 | $1,316,000 | 9,211 | 0.01 | 0.01 | -1,106 | -10.72 | 03-31-2024 |
| STEWART INFORMATION SVCS COR | COM | 803 | $1,309,000 | 20,125 | 0.01 | 0.01 | -2,591 | -11.41 | 03-31-2024 |
| ANSYS INC | COM | 804 | $1,302,000 | 3,750 | 0.01 | 0.00 | 1,547 | 70.22 | 03-31-2024 |
