Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
INVESTMENT PARTNERS ASSET MANAGEMENT INC | COM | 2151 | $1,215,261 | 4,035 | 0.00 | 0.00 | -62 | -1.51 | 03-31-2024 |
BIGSUR WEALTH MANAGEMENT LLC | COM | 2152 | $1,060,454 | 4,030 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
NORTHSTAR ASSET MANAGEMENT LLC /NJ/ | COM | 2153 | $1,059,665 | 4,027 | 0.00 | 4,027 | +Inf | 12-31-2023 | |
TORONTO DOMINION BANK | PUT | 2154 | $1,052,560 | 4,000 | 0.00 | 4,000 | +Inf | 12-31-2023 |