Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CALDWELL SUTTER CAPITAL INC | 04-19-2024 | 03-31-2024 | 923 | 207,781,607 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| WILLIAMS COS INC | COM | 101 | $554,894 | 14,239 | 0.00 | 0.00 | -296 | -2.04 | 03-31-2024 |
| FS BANCORP INC | COM | 102 | $536,894 | 15,468 | 0.00 | 0.00 | -1,000 | -6.07 | 03-31-2024 |
| DOW INC | COM | 103 | $535,369 | 9,242 | 0.00 | 0.00 | -922 | -9.07 | 03-31-2024 |
| AMAZON COM INC | COM | 104 | $533,384 | 2,957 | 0.00 | 0.00 | -217 | -6.84 | 03-31-2024 |
