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
BALLYS CORPORATION COM Stock 3601 $97 7 0.00 7 +Inf 03-31-2024
ENCORE ENERGY CORP COM NEW Stock 3602 $96 22 0.00 22 +Inf 03-31-2024
CASS INFORMATION SYS INC COM Stock 3603 $96 2 0.00 2 +Inf 03-31-2024
AMALGAMATED FINANCIAL CORP COM Stock 3604 $96 4 0.00 4 +Inf 03-31-2024
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