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 |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | INT-TRM U.S TRES | 951 | $540 | 11 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| NCR CORP | NEW COM | Liquidated | $0 | 0 | 0.00 | 20 | +Inf | 12-31-2023 | |
| Q2 HLDGS INC | COM | 953 | $526 | 10 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| BOSTON OMAHA CORP | CL A COM STK | 954 | $479 | 31 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
