Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CUTTER & CO BROKERAGE INC | 04-30-2024 | 03-31-2024 | 209 | 407,142,987 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ESSENTIAL UTILS INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -15,514 | -30.51 | 03-31-2024 |
| ATT INC | COM | 102 | $1,158,950 | 65,850 | 0.00 | 0.00 | -10,397 | -13.64 | 03-31-2024 |
| SHELL PLC | COM | 103 | $1,145,402 | 17,085 | 0.00 | 0.00 | -4,760 | -21.79 | 03-31-2024 |
| I SHARES SILVER TR ETF | COM | 104 | $1,033,397 | 45,424 | 0.00 | 0.00 | -7,505 | -14.18 | 03-31-2024 |
