Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| TOWER VIEW WEALTH MANAGEMENT LLC | 02-06-2024 | 12-31-2023 | 183 | 161,346,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| CALIFORNIA WTR SVC GROUP | COM | 251 | $27,000 | 518 | 0.02 | 0.02 | 0 | 0.00 | 12-31-2023 |
| CAST CORP NEW CL A | COM | 252 | $26,000 | 592 | 0.02 | 0.02 | 0 | 0.00 | 12-31-2023 |
| VANGUARD INDEX FDS SM CP VAL ETF | COM | 253 | $25,000 | 142 | 0.02 | 0.02 | 1 | 0.71 | 12-31-2023 |
| AT&T INC | COM | 254 | $25,000 | 1,479 | 0.02 | 0.02 | -83 | -5.31 | 12-31-2023 |
