Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KOSHINSKI ASSET MANAGEMENT INC | COM | 1701 | $753,980 | 4,024 | 0.00 | 0.00 | -528 | -11.60 | 12-31-2023 |
ESTABROOK CAPITAL MANAGEMENT | COMMON | 1702 | $751,983 | 4,014 | 0.00 | 0.00 | -10 | -0.25 | 12-31-2023 |
FIRST WESTERN TRUST BANK | Common Stock | 1703 | $750,484 | 4,006 | 0.00 | 0.00 | -288 | -6.71 | 12-31-2023 |
TORONTO DOMINION BANK | PUT | 1704 | $749,360 | 4,000 | 0.00 | 4,000 | +Inf | 12-31-2023 |