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 |
|---|---|---|---|---|---|---|---|---|---|
| PENNS WOODS BANCORP INC COM | Stock | 4101 | $19 | 1 | 0.00 | 1 | +Inf | 03-31-2024 | |
| PDS BIOTECHNOLOGY CORP COM | Stock | 4102 | $19 | 5 | 0.00 | 5 | +Inf | 03-31-2024 | |
| DULUTH HLDGS INC COM CL B | Stock | 4103 | $19 | 4 | 0.00 | 4 | +Inf | 03-31-2024 | |
| COMMUNITY WEST BANCSHARES NEW COM | Stock | 4104 | $19 | 1 | 0.00 | 1 | +Inf | 03-31-2024 |
