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 |
|---|---|---|---|---|---|---|---|---|---|
| FIRST BK WILLIAMSTOWN NEW JE | COM | 5001 | $2,000 | 121 | 0.00 | 0.00 | 100 | 476.19 | 03-31-2024 |
| FARMLAND PARTNERS INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -89 | -28.08 | 12-31-2023 |
| EVERCOMMERCE INC | COM | 5003 | $2,000 | 251 | 0.00 | 0.00 | 11 | 4.58 | 03-31-2024 |
| ESPERION THERAPEUTICS INC NE | COM | 5004 | $2,000 | 850 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
