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 |
|---|---|---|---|---|---|---|---|---|---|
| DRIVEN BRANDS HLDGS INC | COM | 1651 | $195,000 | 12,323 | 0.00 | 0.00 | -3,163 | -20.42 | 03-31-2024 |
| EA SERIES TRUST | STRIVE TOTAL RET | 1652 | $194,000 | 9,597 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| VANECK ETF TRUST | GOLD MINERS ETF | 1653 | $194,000 | 6,121 | 0.00 | 0.00 | 2,338 | 61.80 | 03-31-2024 |
| MID PENN BANCORP INC | COM | 1654 | $194,000 | 9,704 | 0.00 | 0.00 | 38 | 0.39 | 03-31-2024 |
