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 |
|---|---|---|---|---|---|---|---|---|---|
| RTX CORPORATION | COM | 151 | $322,239 | 3,304 | 0.00 | 0.00 | 17 | 0.52 | 03-31-2024 |
| FIRST BANCSHARES INC MS | COM | 152 | $306,599 | 11,815 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| SELECT SECTOR SPDR TR | TECHNOLOGY | 153 | $299,909 | 1,440 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| FORD MTR CO DEL | COM | 154 | $298,424 | 22,472 | 0.00 | 0.00 | -1,932 | -7.92 | 03-31-2024 |
