Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
AVIOR WEALTH MANAGEMENT LLC 01-30-2024 12-31-2023 1645 1,650,249,709
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
MAYVILLE ENGR CO INC COM Stock 651 $150,184 10,415 0.00 10,415 +Inf 12-31-2023
KIMBERLY-CLARK CORP COM Stock 652 $149,624 1,258 0.00 0.00 -343 -21.42 12-31-2023
FIRST TRUST JAPAN ALPHADEX FUND ETF Liquidated $0 0 0.00 2,988 +Inf 12-31-2023
MARQETA INC CLASS A COM Stock 654 $148,345 21,253 0.00 0.00 1,719 8.80 12-31-2023
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