Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
DEANE RETIREMENT STRATEGIES INC | COM | 3501 | $18,802 | 206 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
ESTABROOK CAPITAL MANAGEMENT | COMMON | 3502 | $19,682 | 205 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
ULLAND INVESTMENT ADVISORS LLC | Stock | 3503 | $18,000 | 200 | 0.01 | 0.02 | 0 | 0.00 | 03-31-2024 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | Starbucks Corp | 3504 | $19,000 | 200 | 0.01 | 0.01 | 0 | 0.00 | 12-31-2023 |