Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
AVIOR WEALTH MANAGEMENT LLC 04-30-2024 03-31-2024 3967 2,152,063,542
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
ALPHA METALLURGICAL RESOUR INC COM Stock 2751 $993 3 0.00 3 +Inf 03-31-2024
AMERESCO INC CL A Stock 2752 $989 41 0.00 41 +Inf 03-31-2024
MACYS INC COM Stock 2753 $979 49 0.00 49 +Inf 03-31-2024
LA Z BOY INC COM Stock 2754 $978 26 0.00 26 +Inf 03-31-2024
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