CWM, LLC

Position in AFCG — Advanced Flower Capital Inc.

CIK 1535847 OMAHA, NE

Position in AFCG

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$7,650

-$5,639 QoQ

Shares Held

2,713

-41.8% QoQ

Ownership

0.012%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2022

12 quarters on record

Voting authority Sole 6% Shared 0% None 94%

Financial Services · as of Mar 31, 2026

CWM, LLC holds $156,736,531 across 275 Asset Management names. AFCG ranks #210 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TROW	Price T Rowe Group Inc	161,324	$14,541,745
2	AMP	Ameriprise Financial Inc	31,625	$14,054,150
3	BLK	BlackRock, Inc.	13,303	$12,793,628
4	KKR	KKR & Co. Inc.	121,243	$11,214,977
5	BX	Blackstone Inc.	89,727	$10,317,707
6	NTRS	Northern Trust Corp	66,054	$9,219,156
7	JHG	Janus Henderson Group Ltd.	160,591	$8,249,559
8	IVZ	Invesco Ltd.	296,702	$7,206,891

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$7,650	2,713	-41.8%	Shares	Sole	2026-05-14
2025-12-31	$13,289	4,663	-38.7%	Shares	Sole	2026-01-26
2025-09-30	$29,115	7,602	+151.2%	Shares	Sole	2025-10-15
2025-06-30	$13,556	3,026	+1722.9%	Shares	Sole	2025-07-25
2025-03-31	$924	166	+71.1%	Shares	Sole	2025-05-01
2024-12-31	$808	97	-21.1%	Shares	Sole	2025-02-04
2024-09-30	$1,255	123	+272.7%	Shares	Sole	2024-10-08
2024-06-30	$402	33	+50.0%	Shares	Sole	2024-07-10
2024-03-31	$272	22	+83.3%	Shares	Sole	2024-04-05
2023-03-31	$145	12	-95.2%	Shares	Sole	2023-05-01
2022-12-31	$3,916	249	+28.4%	Shares	Sole	2023-02-01
2022-09-30	$2,968	194	—	Shares	Sole	2022-10-27
No filing history on record for this holder in this stock.