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 |
|---|---|---|---|---|---|---|---|---|---|
| M-TRON INDS INC | COM | 251 | $132,990 | 4,433 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| OCEANFIRST FINL CORP | COM | 252 | $130,689 | 7,964 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| PROSHARES TR | S&P 500 DV ARIST | 253 | $129,298 | 1,275 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| DIMENSIONAL ETF TRUST | US EQUITY ETF | 254 | $129,003 | 2,264 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
