—
Net Worth Est.
$16.3MTrade volume
$0Total trades
-----Last Traded
----Mutual Funds
$13.71M
Bank Accounts, Money Market Accounts and CDs
$895.51K
Real Property
$550K
Government Securities and Agency Debt
$382.5K
Corporate Securities (Bonds and Notes)
$380K
Ticker | Amount | Owner | Income | Income Type | Filing Year |
|---|---|---|---|---|---|
![Nuveen High Yield Muni Bond Fund - NHMAX [MF]](https://quiver-logos.s3.us-east-2.amazonaws.com/placeholder_white.png){kind=small} - Nuveen High Yield Muni Bond Fund - NHMAX [MF]Mutual Funds | $1,000,001 - $5,000,000 | $50,001 - $100,000 | Dividends | 2023 | |
- Mairs & Power Growth Fund - MPGFX [MF]Mutual Funds | $1,000,001 - $5,000,000 | SP | $15,001 - $50,000 | Capital Gains, Dividends | 2023 |
- Invesco Pennsylvania Municipal Fund - OPATX [MF]Mutual Funds | $1,000,001 - $5,000,000 | $50,001 - $100,000 | Capital Gains, Dividends | 2023 | |
- Invesco Pennsylvania Municipal Fund - OPATX [MF] SP Spouse/DC Over Capital Gains, Dividends $100,000Mutual Funds | $50,001 - $1,000,000 | 2023 | |||
- Nuveen High Yield Muni Bond Fund - NHMAX [MF] SP Spouse/DC Over Dividends $100,000Mutual Funds | $50,001 - $1,000,000 | 2023 | |||
- Stifel Retirement Account - Filer ⇒ Nuveen High Yield Municipal Bond Fund [MF]Mutual Funds | $500,001 - $1,000,000 | Tax-Deferred | 2023 | ||
- M&T Bank Checking Account [BA]Bank Accounts, Money Market Accounts and CDs | $500,001 - $1,000,000 | JT | $1 - $200 | Interest | 2023 |
- Torray Fund - TORYX [MF]Mutual Funds | $250,001 - $500,000 | SP | $15,001 - $50,000 | Dividends | 2023 |
- Altoona Dermatology Associates LLC [OL]Ownership Interest | $250,001 - $500,000 | SP | $100,001 - $1,000,000 | Dividends | 2023 |
- Stifel Retirement Account - Alice ⇒ Nuveen High Yield Municipal Bond Fund [MF]Mutual Funds | $250,001 - $500,000 | SP | Tax-Deferred | 2023 | |
- Vanguard 500 Index Fund Admiral Shares - VFIAX [MF]Mutual Funds | $250,001 - $500,000 | $2,501 - $5,000 | Dividends | 2023 | |
- Vanguard US Value Index Admiral [MF]Mutual Funds | $250,001 - $500,000 | $5,001 - $15,000 | Dividends | 2023 | |
- White Oak Select Growth Fund [MF]Mutual Funds | $250,001 - $500,000 | $5,001 - $15,000 | Capital Gains, Dividends | 2023 | |
- Logan Blvd Office [RP]Real Property | $250,001 - $500,000 | SP | $50,001 - $100,000 | Rent | 2023 |
- Cabin Group, LLC ⇒ Residential Real Estate [RP]Real Property | $100,001 - $250,000 | 2023 | |||
- Stifel Retirement Account - Filer ⇒ JP Morgan Chase & Co Series Q Variable Note [CS]Corporate Securities (Bonds and Notes) | $100,001 - $250,000 | Tax-Deferred | 2023 | ||
- Pennsylvania State Higher Ed Facility Auth Revenue Bond [GS]Government Securities and Agency Debt | $100,001 - $250,000 | $5,001 - $15,000 | Interest | 2023 | |
- Chester County Pennsylvania Health Ed Facilities Revenue Bond [GS]Government Securities and Agency Debt | $100,001 - $250,000 | $5,001 - $15,000 | Interest | 2023 | |
- Stifel Retirement Account - Filer ⇒ Citigroup Inc Dep Shs Repstg [MF]Mutual Funds | $100,001 - $250,000 | Tax-Deferred | 2023 | ||
- Stifel Retirement Account - Filer ⇒ Ishares Tips Bond ETF [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2023 | ||
- Stifel Retirement Account - Filer ⇒ White Oak Select Growth Fund - WOGSX [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2023 | ||
- Stifel Retirement Account - Alice ⇒ JP Morgan Chase & Co Series Q Variable Note [CS]Corporate Securities (Bonds and Notes) | $50,001 - $100,000 | SP | Tax-Deferred | 2023 | |
- Stifel Retirement Account - Alice ⇒ Invesco QQQ Trust Series 1 [MF]Mutual Funds | $50,001 - $100,000 | SP | Tax-Deferred | 2023 | |
- Stifel Retirement Account - Alice ⇒ Ishares Tips Bond ETF [MF]Mutual Funds | $50,001 - $100,000 | SP | Tax-Deferred | 2023 | |
- Alice Joyce Ameritrade/Charles Schwab IRA ⇒ Northern Lights Fd Tr Donoghue Forllines Tact Alloc I - GTAIX [MF]Mutual Funds | $50,001 - $100,000 | SP | Tax-Deferred | 2023 | |
VFIAX Stifel Retirement Account - Filer ⇒ Vanguard 500 Index Fd Admiral Shs (VFIAX) [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2023 | ||
- Stifel Retirement Account - Filer ⇒ Invesco QQQ ETF [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2023 | ||
- Stifel Retirement Account - Filer ⇒ Invesco Developing Markets [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
- Stifel Retirement Account - Filer ⇒ Seagate HDD Senior Note [CS]Corporate Securities (Bonds and Notes) | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
- Stifel Retirement Account - Filer ⇒ Stifel Brokerage Sweep Account [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
- Vanguard Federal Money Market Sweep Account [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | $201 - $1,000 | Interest | 2023 | |
- Alice Joyce Ameritrade/Charles Schwab IRA ⇒ Northern Lighs Tr Donoghue Forlines Income I - PWRIX [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2023 | |
- Chester County Pennsylvania Health Ed Facilities Revenue Bond [GS]Government Securities and Agency Debt | $15,001 - $50,000 | SP | $1,001 - $2,500 | Interest | 2023 |
- Stifel Retirement Account - Alice ⇒ Citigroup Inc Dep Shs Repstg Perpetual [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2023 | |
- Stifel Retirement Account - Alice ⇒ Citigroup Inc Variable Note [CS]Corporate Securities (Bonds and Notes) | $15,001 - $50,000 | SP | Tax-Deferred | 2023 | |
- Stifel Retirement Account - Alice ⇒ Seagate HDD Cayman Sr Note CPN Due 1/1/25 [CS]Corporate Securities (Bonds and Notes) | $15,001 - $50,000 | SP | Tax-Deferred | 2023 | |
- Stifel Retirement Account - Alice ⇒ Stifel Money Market Brokerage Sweep Account [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | SP | Tax-Deferred | 2023 | |
- Stifel Retirement Account - Filer ⇒ Advisors SouthernSun US Equity I [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
- Stifel Retirement Account - Filer ⇒ Artisan International Value Advisor [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
APDLX Stifel Retirement Account - Filer ⇒ Artisan Value Advisor (APDLX) [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
- Stifel Retirement Account - Filer ⇒ Citigroup Inc Dep Shs Rep 1/25 noncumul PFED Ser M [CS]Corporate Securities (Bonds and Notes) | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
HLMIX Stifel Retirement Account - Filer ⇒ Harding Loevner International Eq Instl (HLMIX) [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
- Vanguard Pennsylvania Municipal Money Market Fund - VPTXX [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | SP | $1 - $200 | Interest | 2023 |
- Vanguard Pennsylvania Municipal Money Market [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | $1 - $200 | Interest | 2023 | |
- Vanguard Federal Money Market Sweep Account [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | SP | $201 - $1,000 | Interest | 2023 |
- Stifel Retirement Account - Alice ⇒ Diamond Hill Small Cap I [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
- Stifel Retirement Account - Filer ⇒ Diamond Hill Small Cap I [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- Stifel Retirement Account - Alice ⇒ Advisors SouthernSun US Equity I [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
APDLX Stifel Retirement Account - Alice ⇒ Artisan Value Advisor (APDLX) [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
APDKX Stifel Retirement Account - Alice ⇒ Artisan International Value Advisor (APDKX) [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
- Alice Joyce Ameritrade/Charles Schwab IRA ⇒ Northern Lights TR -Donoghue Forlines Momentum I - MOJOX [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
- Alice Joyce Ameritrade/Charles Schwab IRA ⇒ Northern Lights Tr Donoghue Forlines Dividend I - PWDIX [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
RWGIX Stifel Retirement Account - Filer ⇒ RiverPark/Wedgewood Institutional (RWGIX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- Alice Joyce Ameritrade/Charles Schwab IRA ⇒ Northern Lights Fd Tr Risk Mngd Income I - FLOTX [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
- Alice Joyce Ameritrade/Charles Schwab IRA ⇒ Ameritrade Brokerage Sweep Account [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
- Invesco Pennsylvania Municipal Fund - OPATX [MF]Mutual Funds | $1,001 - $15,000 | JT | $201 - $1,000 | Dividends | 2023 |
- Stifel Retirement Account - Alice ⇒ Invesco Developing Markets Cl Y [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
HLMIX Stifel Retirement Account - Alice ⇒ Harding Loevner International Eq Instl (HLMIX) [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
PFINX Stifel Retirement Account - Alice ⇒ PIMCO Preferred and Capital Securities Fund Class Institutional (PFINX) [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
RWGIX Stifel Retirement Account - Alice ⇒ RiverPark/Wedgewood Institutional (RWGIX) [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
- Kish Bank Checking [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | SP | $1 - $200 | Interest | 2023 |
- M&T Bank Savings Account [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | JT | $1 - $200 | Interest | 2023 |
- 3RC/Sun Energy LLC [OL]Ownership Interest | None | $100,001 - $1,000,000 | Capital Gains | 2023 | |
- Nuveen High Yield Muni Bond Fund - NHMAX [MF]Mutual Funds | $1,000,001 - $5,000,000 | $50,001 - $100,000 | Dividends | 2022 | |
- Invesco Pennsylvania Municipal Fund - OPATX [MF]Mutual Funds | $1,000,001 - $5,000,000 | $50,001 - $100,000 | Capital Gains, Dividends | 2022 | |
- Invesco Pennsylvania Municipal Fund - OPATX [MF] SP Spouse/DC Over Capital Gains, Dividends $100,000Mutual Funds | $50,001 - $1,000,000 | 2022 | |||
- Nuveen High Yield Muni Bond Fund - NHMAX [MF] SP Spouse/DC Over Dividends $100,000Mutual Funds | $50,001 - $1,000,000 | 2022 | |||
- Mairs & Power Growth Fund - MPGFX [MF]Mutual Funds | $500,001 - $1,000,000 | SP | $50,001 - $100,000 | Capital Gains, Dividends | 2022 |
NHMRX Stifel Retirement Account - Filer ⇒ Nuveen High Yield Municipal Bond Fund (NHMRX) [MF]Mutual Funds | $500,001 - $1,000,000 | Tax-Deferred | 2022 | ||
- Vanguard US Value Index Admiral [MF]Mutual Funds | $250,001 - $500,000 | $5,001 - $15,000 | Dividends | 2022 | |
- Stifel Retirement Account - Filer ⇒ Vanguard 500 Index Fund Admiral Shares - DFIAX [MF]Mutual Funds | $250,001 - $500,000 | Tax-Deferred | 2022 | ||
- Altoona Dermatology Associates LLC [OL]Ownership Interest | $250,001 - $500,000 | SP | $100,001 - $1,000,000 | Dividends | 2022 |
- Logan Blvd Office [RP]Real Property | $250,001 - $500,000 | SP | $50,001 - $100,000 | Rent | 2022 |
- Vanguard 500 Index Fund Admiral Shares - VFIAX [MF]Mutual Funds | $250,001 - $500,000 | $2,501 - $5,000 | Dividends | 2022 | |
NHMRX Stifel Retirement Account - Alice ⇒ Nuveen High Yield Municipal Bond Fund (NHMRX) [MF]Mutual Funds | $250,001 - $500,000 | SP | Tax-Deferred | 2022 | |
- Stifel Retirement Account - Filer ⇒ Citigroup Inc Dep Shs Repstg [MF]Mutual Funds | $100,001 - $250,000 | Tax-Deferred | 2022 | ||
- Torray Fund - TORYX [MF]Mutual Funds | $100,001 - $250,000 | SP | $5,001 - $15,000 | Dividends | 2022 |
- Cabin Group, LLC ⇒ Residential Real Estate [RP]Real Property | $100,001 - $250,000 | 2022 | |||
- Chester County Pennsylvania Health Ed Facilities Revenue Bond [GS]Government Securities and Agency Debt | $100,001 - $250,000 | $5,001 - $15,000 | Interest | 2022 | |
- M&T Bank Checking Account [BA]Bank Accounts, Money Market Accounts and CDs | $100,001 - $250,000 | JT | $1 - $200 | Interest | 2022 |
- Pennsylvania State Higher Ed Facility Auth Revenue Bond [GS]Government Securities and Agency Debt | $100,001 - $250,000 | $5,001 - $15,000 | Interest | 2022 | |
- Stifel Retirement Account - Filer ⇒ JP Morgan Chase & Co Series Q Variable Note [CS]Corporate Securities (Bonds and Notes) | $100,001 - $250,000 | Tax-Deferred | 2022 | ||
- White Oak Select Growth Fund [MF]Mutual Funds | $100,001 - $250,000 | $15,001 - $50,000 | Capital Gains, Dividends | 2022 | |
- Stifel Retirement Account - Alice ⇒ JP Morgan Chase & Co Series Q Variable Note [CS]Corporate Securities (Bonds and Notes) | $50,001 - $100,000 | SP | Tax-Deferred | 2022 | |
- Stifel Retirement Account - Alice ⇒ Invesco QQQ Trust Series 1 [MF]Mutual Funds | $50,001 - $100,000 | SP | Tax-Deferred | 2022 | |
- Stifel Retirement Account - Alice ⇒ Ishares Tips Bond ETF [MF]Mutual Funds | $50,001 - $100,000 | SP | Tax-Deferred | 2022 | |
- Stifel Retirement Account - Filer ⇒ Citigroup Inc Dep Shs Rep 1/25 noncumul PFED Ser M [CS]Corporate Securities (Bonds and Notes) | $50,001 - $100,000 | Tax-Deferred | 2022 | ||
- Stifel Retirement Account - Filer ⇒ Ishares Tips Bond ETF [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2022 | ||
- Stifel Retirement Account - Filer ⇒ Invesco QQQ ETF [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2022 | ||
- Stifel Retirement Account - Filer ⇒ Stifel Brokerage Sweep Account [BA]Bank Accounts, Money Market Accounts and CDs | $50,001 - $100,000 | Tax-Deferred | 2022 | ||
- Chester County Pennsylvania Health Ed Facilities Revenue Bond [GS]Government Securities and Agency Debt | $50,001 - $100,000 | SP | $1,001 - $2,500 | Interest | 2022 |
- Stifel Retirement Account - Filer ⇒ White Oak Select Growth Fund - WOGSX [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2022 | ||
SSEIX Stifel Retirement Account - Filer ⇒ Advisors SouthernSun US Equity I (SSEIX) [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2022 | ||
- Alice Joyce Ameritrade IRA ⇒ Northern Lighs Tr Donoghue Forlines Income I - PWRIX [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2022 | |
- Alice Joyce Ameritrade IRA ⇒ Northern Lights Fd Tr Donoghue Forllines Tact Alloc I - GTAIX [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2022 | |
- Alice Joyce Ameritrade IRA ⇒ Northern Lights Fd Tr Risk Mngd Income I - FLOTX [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2022 | |
- Stifel Retirement Account - Alice ⇒ Citigroup Inc Dep Shs Repstg Perpetual [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2022 | |
- Stifel Retirement Account - Alice ⇒ Citigroup Inc Variable Note [CS]Corporate Securities (Bonds and Notes) | $15,001 - $50,000 | SP | Tax-Deferred | 2022 | |
- Stifel Retirement Account - Alice ⇒ Seagate HDD Cayman Sr Note CPN Due 1/1/25 [CS]Corporate Securities (Bonds and Notes) | $15,001 - $50,000 | SP | Tax-Deferred | 2022 | |
- Stifel Retirement Account - Alice ⇒ Stifel Money Market Brokerage Sweep Account [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | SP | Tax-Deferred | 2022 | |
APDKX Stifel Retirement Account - Filer ⇒ Artisan International Value Advisor (APDKX) [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2022 | ||
APDLX Stifel Retirement Account - Filer ⇒ Artisan Value Advisor (APDLX) [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2022 | ||
HLMIX Stifel Retirement Account - Filer ⇒ Harding Loevner International Eq Instl (HLMIX) [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2022 | ||
- Stifel Retirement Account - Filer ⇒ Invesco Developing Markets [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2022 | ||
- Vanguard Federal Money Market Sweep Account [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | SP | $1,001 - $2,500 | Interest | 2022 |
- Stifel Retirement Account - Filer ⇒ Seagate HDD Senior Note [CS]Corporate Securities (Bonds and Notes) | $15,001 - $50,000 | Tax-Deferred | 2022 | ||
- Invesco Pennsylvania Municipal Fund - OPATX [MF]Mutual Funds | $1,001 - $15,000 | JT | $201 - $1,000 | Dividends | 2022 |
DHSIX Stifel Retirement Account - Alice ⇒ Diamond Hill Small Cap I (DHSIX) [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2022 | |
DHSIX Stifel Retirement Account - Filer ⇒ Diamond Hill Small Cap I (DHSIX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
- Alice Joyce Ameritrade IRA ⇒ Northern Lights TR -Donoghue Forlines Momentum I - MOJOX [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2022 | |
- Alice Joyce Ameritrade IRA ⇒ Northern Lights Tr Donoghue Forlines Dividend I - PWDIX [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2022 | |
APDLX Stifel Retirement Account - Alice ⇒ Artisan Value Advisor (APDLX) [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2022 | |
APDKX Stifel Retirement Account - Alice ⇒ Artisan International Value Advisor (APDKX) [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2022 | |
RWGIX Stifel Retirement Account - Alice ⇒ RiverPark/Wedgewood Institutional (RWGIX) [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2022 | |
- Vanguard Federal Money Market Sweep Account [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | $201 - $1,000 | Interest | 2022 | |
- M&T Bank Savings Account [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | JT | $1 - $200 | Interest | 2022 |
- Stifel Retirement Account - Alice ⇒ Invesco Developing Markets Cl Y [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2022 | |
HLMIX Stifel Retirement Account - Alice ⇒ Harding Loevner International Eq Instl (HLMIX) [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2022 | |
- Alice Joyce Ameritrade IRA ⇒ Ameritrade Brokerage Sweep Account [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | SP | Tax-Deferred | 2022 | |
- Vanguard Pennsylvania Municipal Money Market [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | $1 - $200 | Interest | 2022 | |
- Vanguard Pennsylvania Municipal Money Market Fund - VPTXX [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | SP | $1 - $200 | Interest | 2022 |
SSEIX Stifel Retirement Account - Alice ⇒ Advisors SouthernSun US Equity I (SSEIX) [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2022 | |
RWGIX Stifel Retirement Account - Filer ⇒ RiverPark/Wedgewood Institutional (RWGIX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
- Stifel Retirement Account - Alice ⇒ Allspring Intl Bond Instl CL [MF]Mutual Funds | None | SP | Tax-Deferred | 2022 | |
- Stifel Retirement Account - Filer ⇒ Phaecian Accent Intl Value [MF]Mutual Funds | None | Tax-Deferred | 2022 | ||
EMTIX Stifel Retirement Account - Alice ⇒ Transamerica Emerging Markets Debt I (EMTIX) [MF]Mutual Funds | None | SP | Tax-Deferred | 2022 | |
- Stifel Retirement Account - Alice ⇒ Phaecian Accent Intl Value [MF]Mutual Funds | None | SP | Tax-Deferred | 2022 | |
EMTIX Stifel Retirement Account - Filer ⇒ Transamerica Emerging Markets Debt I (EMTIX) [MF]Mutual Funds | None | Tax-Deferred | 2022 | ||
- M&T Bank Checking Account [BA]Bank Accounts, Money Market Accounts and CDs | $1,000,001 - $5,000,000 | JT | $1 - $200 | Interest | 2021 |
- Invesco Pennsylvania Municipal Fund - OPATX [MF]Mutual Funds | $1,000,001 - $5,000,000 | $50,001 - $100,000 | Dividends | 2021 | |
- Nuveen High Yield Muni Bond Fund - NHMAX [MF]Mutual Funds | $1,000,001 - $5,000,000 | $50,001 - $100,000 | Dividends | 2021 | |
NHMRX Stifel Retirement Account - Filer ⇒ Nuveen High Yield Municipal Bond Fund (NHMRX) [MF]Mutual Funds | $500,001 - $1,000,000 | Tax-Deferred | 2021 | ||
- Invesco Pennsylvania Municipal Fund - OPATX [MF] SP Spouse/DC Over Dividends $100,000Mutual Funds | $50,001 - $1,000,000 | 2021 | |||
- Nuveen High Yield Muni Bond Fund - NHMAX [MF] SP Spouse/DC Over Dividends $100,000Mutual Funds | $50,001 - $1,000,000 | 2021 | |||
- Mairs & Power Growth Fund - MPGFX [MF]Mutual Funds | $500,001 - $1,000,000 | SP | $50,001 - $100,000 | Capital Gains, Dividends | 2021 |
NHMRX Stifel Retirement Account - Alice ⇒ Nuveen High Yield Municipal Bond Fund (NHMRX) [MF]Mutual Funds | $250,001 - $500,000 | SP | Tax-Deferred | 2021 | |
- Altoona Dermatology Associates LLC [OL]Ownership Interest | $250,001 - $500,000 | SP | $100,001 - $1,000,000 | Dividends | 2021 |
- Vanguard U.S. Value Fund - VUVLX [MF]Mutual Funds | $250,001 - $500,000 | $15,001 - $50,000 | Capital Gains, Dividends | 2021 | |
- Logan Blvd Office [RP]Real Property | $250,001 - $500,000 | SP | $50,001 - $100,000 | Rent | 2021 |
- Cabin Group, LLC ⇒ Residential Real Estate [RP]Real Property | $100,001 - $250,000 | 2021 | |||
- Pennsylvania State Higher Ed Facility Auth Revenue Bond [GS]Government Securities and Agency Debt | $100,001 - $250,000 | $5,001 - $15,000 | Interest | 2021 | |
- Stifel Retirement Account - Filer ⇒ Citigroup Inc Dep Shs Repstg [MF]Mutual Funds | $100,001 - $250,000 | Tax-Deferred | 2021 | ||
- Stifel Retirement Account - Filer ⇒ Stifel Brokerage Sweep Account [BA]Bank Accounts, Money Market Accounts and CDs | $100,001 - $250,000 | Tax-Deferred | 2021 | ||
- Torray Fund - TORYX [MF]Mutual Funds | $100,001 - $250,000 | SP | $5,001 - $15,000 | Dividends | 2021 |
- Vanguard 500 Index Fund Admiral Shares - VFIAX [MF]Mutual Funds | $100,001 - $250,000 | $2,501 - $5,000 | Dividends | 2021 | |
- Vanguard Federal Money Market Sweep Account [BA]Bank Accounts, Money Market Accounts and CDs | $100,001 - $250,000 | SP | $1,001 - $2,500 | Interest | 2021 |
- Stifel Retirement Account - Filer ⇒ JP Morgan Chase & Co Series Q Variable Note [MF]Mutual Funds | $100,001 - $250,000 | Tax-Deferred | 2021 | ||
- Chester County Pennsylvania Health Ed Facilities Revenue Bond [GS]Government Securities and Agency Debt | $100,001 - $250,000 | $5,001 - $15,000 | Interest | 2021 | |
- White Oak Select Growth Fund [MF]Mutual Funds | $100,001 - $250,000 | $15,001 - $50,000 | Capital Gains, Dividends | 2021 | |
- Stifel Retirement Account - Alice ⇒ Stifel Money Market Brokerage Sweep Account [BA]Bank Accounts, Money Market Accounts and CDs | $100,001 - $250,000 | SP | Tax-Deferred | 2021 | |
ESICX Stifel Retirement Account - Alice ⇒ Wells Fargo International Bond Admin (ESICX) [MF]Mutual Funds | $50,001 - $100,000 | SP | Tax-Deferred | 2021 | |
- Chester County Pennsylvania Health Ed Facilities Revenue Bond [GS]Government Securities and Agency Debt | $50,001 - $100,000 | SP | $1,001 - $2,500 | Interest | 2021 |
- Stifel Retirement Account - Filer ⇒ Citigroup Inc Dep Shs Rep 1/25 noncumul PFED Ser M [CS]Corporate Securities (Bonds and Notes) | $50,001 - $100,000 | Tax-Deferred | 2021 | ||
- Stifel Retirement Account - Filer ⇒ White Oak Select Growth Fund - WOGSX [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2021 | ||
- 3RC/Sun Energy LLC [OL]Ownership Interest | $50,001 - $100,000 | 2021 | |||
- Stifel Retirement Account - Alice ⇒ JP Morgan Chase & Co Series Q Variable Note [MF]Mutual Funds | $50,001 - $100,000 | SP | Tax-Deferred | 2021 | |
- Stifel Retirement Account - Filer ⇒ Vanguard 500 Index Fund Admiral Shares - DFIAX [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2021 | ||
- Stifel Retirement Account - Alice ⇒ Citigroup Inc Dep Shs Repstg Perpetual [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2021 | |
- Stifel Retirement Account - Filer ⇒ Phaecian Accent Intl Value [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2021 | ||
- Stifel Retirement Account - Alice ⇒ Seagate HDD Cayman Sr Note CPN Due 1/1/25 [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2021 | |
- Stifel Retirement Account - Filer ⇒ Seagate HDD Senior Note [CS]Corporate Securities (Bonds and Notes) | $15,001 - $50,000 | Tax-Deferred | 2021 | ||
- Stifel Retirement Account - Alice ⇒ Citigroup Inc Variable Note [CS]Corporate Securities (Bonds and Notes) | $15,001 - $50,000 | SP | Tax-Deferred | 2021 | |
- Alice Joyce Ameritrade IRA ⇒ Power Global Tactical Allocation/JAForlines Fund Class I - GTAIX [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2021 | |
APDLX Stifel Retirement Account - Filer ⇒ Artisan Value Advisor (APDLX) [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2021 | ||
- Alice Joyce Ameritrade IRA ⇒ Power Income Fund Class I - PWRIX [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2021 | |
ESICX Stifel Retirement Account - Filer ⇒ Wells Fargo International Bond Admin (ESICX) [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2021 | ||
APDKX Stifel Retirement Account - Filer ⇒ Artisan International Value Advisor (APDKX) [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2021 | ||
- Alice Joyce Ameritrade IRA ⇒ Power Floating Rate Index Fund Class I - FLOTX [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2021 | |
- Stifel Retirement Account - Alice ⇒ Phaecian Accent Intl Value [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2021 | |
HLMIX Stifel Retirement Account - Filer ⇒ Harding Loevner International Eq Instl (HLMIX) [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2021 | ||
- Stifel Retirement Account - Filer ⇒ Invesco Developing Markets [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2021 | ||
- Bald Eagle Holding Company ⇒ Land [RP]Real Property | $15,001 - $50,000 | Dividends | 2021 | ||
SSEIX Stifel Retirement Account - Filer ⇒ AMG SouthernSun US Equity I (SSEIX) [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2021 | ||
- Stifel Retirement Account - Alice ⇒ Allspring Intl Bond Instl CL [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2021 | |
APDKX Stifel Retirement Account - Alice ⇒ Artisan International Value Advisor (APDKX) [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2021 | |
APDLX Stifel Retirement Account - Alice ⇒ Artisan Value Advisor (APDLX) [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2021 | |
DHSIX Stifel Retirement Account - Alice ⇒ Diamond Hill Small Cap I (DHSIX) [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2021 | |
HLMIX Stifel Retirement Account - Alice ⇒ Harding Loevner International Eq Instl (HLMIX) [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2021 | |
- Stifel Retirement Account - Alice ⇒ Invesco Developing Markets Cl Y [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2021 | |
- Alice Joyce Ameritrade IRA ⇒ Power Dividend Mid-Cap Index Fund Class I - DMCIX [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2021 | |
RWGIX Stifel Retirement Account - Alice ⇒ RiverPark/Wedgewood Institutional (RWGIX) [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2021 | |
- Vanguard Pennsylvania Municipal Money Market [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | $1 - $200 | Interest | 2021 | |
EMTIX Stifel Retirement Account - Alice ⇒ Transamerica Emerging Markets Debt I (EMTIX) [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2021 | |
- Vanguard Pennsylvania Municipal Money Market Fund - VPTXX [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | SP | $1 - $200 | Interest | 2021 |
DHSIX Stifel Retirement Account - Filer ⇒ Diamond Hill Small Cap I (DHSIX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
- Alice Joyce Ameritrade IRA ⇒ Power Dividend Index Fund Class I - PWDIX [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2021 | |
RWGIX Stifel Retirement Account - Filer ⇒ RiverPark/Wedgewood Institutional (RWGIX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
- Alice Joyce Ameritrade IRA ⇒ Ameritrade Brokerage Sweep Account [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | SP | Tax-Deferred | 2021 | |
EMTIX Stifel Retirement Account - Filer ⇒ Transamerica Emerging Markets Debt I (EMTIX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
- Alice Joyce Ameritrade IRA ⇒ Power Momentum Index Fund Classs I Shares - MOJOX [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2021 | |
- M&T Bank Savings Account [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | JT | $1 - $200 | Interest | 2021 |
- Vanguard Federal Money Market Sweep Account [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | $1 - $200 | Interest | 2021 | |
SSEIX Stifel Retirement Account - Alice ⇒ AMG SouthernSun US Equity I (SSEIX) [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2021 | |
- Invesco Pennsylvania Municipal Fund - OPATX [MF]Mutual Funds | $1,001 - $15,000 | JT | $201 - $1,000 | Dividends | 2021 |
- Stifel Retirement Account - Filer ⇒ Wachovia Cap Tr III Income TR Secs Variable Note [CS]Corporate Securities (Bonds and Notes) | None | Tax-Deferred | 2021 | ||
- Stifel Retirement Account - Alice ⇒ Wachovia Capital Tr III Income Variable Note [CS]Corporate Securities (Bonds and Notes) | None | SP | Tax-Deferred | 2021 | |
- Invesco Pennsylvania Municipal Fund - OPATX [MF]Mutual Funds | $1,000,001 - $5,000,000 | $50,001 - $100,000 | Dividends | 2020 | |
- Nuveen High Yield Muni Bond Fund - NHMAX [MF]Mutual Funds | $1,000,001 - $5,000,000 | $50,001 - $100,000 | Dividends | 2020 | |
- Mairs & Power Growth Fund - MPGFX [MF]Mutual Funds | $500,001 - $1,000,000 | SP | $15,001 - $50,000 | Capital Gains, Dividends | 2020 |
- M&T Bank Checking Account [BA]Bank Accounts, Money Market Accounts and CDs | $500,001 - $1,000,000 | JT | $1 - $200 | Interest | 2020 |
NHMRX Stifel Retirement Account - Filer ⇒ Nuveen High Yield Municipal Bond Fund (NHMRX) [MF]Mutual Funds | $500,001 - $1,000,000 | Tax-Deferred | 2020 | ||
- Nuveen High Yield Muni Bond Fund - NHMAX SP Spouse/DC Over Dividends [MF] $100,000Mutual Funds | $50,001 - $1,000,000 | 2020 | |||
- Invesco Pennsylvania Municipal Fund - OPATX SP Spouse/DC Over Dividends [MF] $100,000Mutual Funds | $50,001 - $1,000,000 | 2020 | |||
- Vanguard U.S. Value Fund - VUVLX [MF]Mutual Funds | $250,001 - $500,000 | $5,001 - $15,000 | Capital Gains, Dividends | 2020 | |
- Logan Blvd Office [RP]Real Property | $250,001 - $500,000 | SP | $50,001 - $100,000 | Rent | 2020 |
- Altoona Dermatology Associates LLC [OL]Ownership Interest | $250,001 - $500,000 | SP | $100,001 - $1,000,000 | Dividends | 2020 |
NHMRX Stifel Retirement Account - Alice ⇒ Nuveen High Yield Municipal Bond Fund (NHMRX) [MF]Mutual Funds | $250,001 - $500,000 | SP | Tax-Deferred | 2020 | |
- White Oak Select Growth Fund [MF]Mutual Funds | $100,001 - $250,000 | $2,501 - $5,000 | Capital Gains, Dividends | 2020 | |
- Vanguard Federal Money Market Sweep Account [BA]Bank Accounts, Money Market Accounts and CDs | $100,001 - $250,000 | SP | $1,001 - $2,500 | Interest | 2020 |
- Torray Fund - TORYX [MF]Mutual Funds | $100,001 - $250,000 | SP | $2,501 - $5,000 | Dividends | 2020 |
- Pennsylvania State Higher Ed Facility Auth Revenue Bond [GS]Government Securities and Agency Debt | $100,001 - $250,000 | $5,001 - $15,000 | Interest | 2020 | |
- Stifel Retirement Account - Filer ⇒ JP Morgan Chase & Co Series Q Variable Note [MF]Mutual Funds | $100,001 - $250,000 | Tax-Deferred | 2020 | ||
- Vanguard 500 Index Fund Admiral Shares - VFIAX [MF]Mutual Funds | $100,001 - $250,000 | $2,501 - $5,000 | Dividends | 2020 | |
- Stifel Retirement Account - Filer ⇒ Citigroup Inc Dep Shs Repstg [MF]Mutual Funds | $100,001 - $250,000 | Tax-Deferred | 2020 | ||
- Cabin Group, LLC ⇒ Residential Real Estate [RP]Real Property | $100,001 - $250,000 | 2020 | |||
- Chester County Pennsylvania Health Ed Facilities Revenue Bond [GS]Government Securities and Agency Debt | $100,001 - $250,000 | $5,001 - $15,000 | Interest | 2020 | |
- 3RC/Sun Energy LLC [OL]Ownership Interest | $50,001 - $100,000 | $15,001 - $50,000 | Capital Gains, Interest | 2020 | |
- Stifel Retirement Account - Alice ⇒ JP Morgan Chase & Co Series Q Variable Note [MF]Mutual Funds | $50,001 - $100,000 | SP | Tax-Deferred | 2020 | |
- Stifel Retirement Account - Filer ⇒ Wachovia Cap Tr III Income TR Secs Variable Note [CS]Corporate Securities (Bonds and Notes) | $50,001 - $100,000 | Tax-Deferred | 2020 | ||
- Stifel Retirement Account - Filer ⇒ Vanguard 500 Index Fund Admiral Shares - DFIAX [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2020 | ||
- Chester County Pennsylvania Health Ed Facilities Revenue Bond [GS]Government Securities and Agency Debt | $50,001 - $100,000 | SP | $1,001 - $2,500 | Interest | 2020 |
- Stifel Retirement Account - Alice ⇒ Wachovia Capital Tr III Income Variable Note [CS]Corporate Securities (Bonds and Notes) | $50,001 - $100,000 | SP | Tax-Deferred | 2020 | |
- Stifel Retirement Account - Filer ⇒ White Oak Select Growth Fund - WOGSX [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2020 | ||
- Stifel Retirement Account - Filer ⇒ Citigroup Inc Note [CS]Corporate Securities (Bonds and Notes) | $50,001 - $100,000 | Tax-Deferred | 2020 | ||
ESICX Stifel Retirement Account - Alice ⇒ Wells Fargo International Bond Admin (ESICX) [MF]Mutual Funds | $50,001 - $100,000 | SP | Tax-Deferred | 2020 | |
- Stifel Retirement Account - Filer ⇒ Stifel Brokerage Sweep Account [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | $1 - $200 | Interest | 2020 | |
- Alice Joyce Ameritrade IRA ⇒ Power Global Tactical Allocation/JAForlines Fund Class I - GTAIX [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2020 | |
- Alice Joyce Ameritrade IRA ⇒ Power Income Fund Class I - PWRIX [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2020 | |
- Bald Eagle Holding Company ⇒ Land [RP]Real Property | $15,001 - $50,000 | $5,001 - $15,000 | Dividends | 2020 | |
SSEIX Stifel Retirement Account - Filer ⇒ AMG SouthernSun US Equity I (SSEIX) [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2020 | ||
APDLX Stifel Retirement Account - Filer ⇒ Artisan Value Advisor (APDLX) [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2020 | ||
APDKX Stifel Retirement Account - Filer ⇒ Artisan International Value Advisor (APDKX) [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2020 | ||
- Stifel Retirement Account - Alice ⇒ Phaecian Accent Intl Value [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2020 | |
- Alice Joyce Ameritrade IRA ⇒ Power Floating Rate Index Fund Class I - FLOTX [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2020 | |
- Stifel Retirement Account - Filer ⇒ Phaecian Accent Intl Value [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2020 | ||
- Stifel Retirement Account - Filer ⇒ Seagate HDD Senior Note [CS]Corporate Securities (Bonds and Notes) | $15,001 - $50,000 | Tax-Deferred | 2020 | ||
- Stifel Retirement Account - Filer ⇒ Invesco Developing Markets [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2020 | ||
HLMIX Stifel Retirement Account - Filer ⇒ Harding Loevner International Eq Instl (HLMIX) [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2020 | ||
ESICX Stifel Retirement Account - Filer ⇒ Wells Fargo International Bond Admin (ESICX) [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2020 | ||
- Stifel Retirement Account - Alice ⇒ Citigroup Inc Dep Shs Repstg Perpetual [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2020 | |
- Stifel Retirement Account - Alice ⇒ Citigroup Inc Variable Note [CS]Corporate Securities (Bonds and Notes) | $15,001 - $50,000 | SP | Tax-Deferred | 2020 | |
- M&T Bank Savings Account [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | JT | $1 - $200 | Interest | 2020 |
SSEIX Stifel Retirement Account - Alice ⇒ AMG SouthernSun US Equity I (SSEIX) [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2020 | |
APDKX Stifel Retirement Account - Alice ⇒ Artisan International Value Advisor (APDKX) [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2020 | |
HLMIX Stifel Retirement Account - Alice ⇒ Harding Loevner International Eq Instl (HLMIX) [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2020 | |
- Stifel Retirement Account - Alice ⇒ Invesco Developing Markets Cl Y [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2020 | |
RWGIX Stifel Retirement Account - Alice ⇒ RiverPark/Wedgewood Institutional (RWGIX) [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2020 | |
- Stifel Retirement Account - Alice ⇒ Stifel Money Market Brokerage Sweep Account [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | SP | Tax-Deferred | 2020 | |
EMTIX Stifel Retirement Account - Alice ⇒ Transamerica Emerging Markets Debt I (EMTIX) [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2020 | |
DHSIX Stifel Retirement Account - Filer ⇒ Diamond Hill Small Cap I (DHSIX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2020 | ||
RWGIX Stifel Retirement Account - Filer ⇒ RiverPark/Wedgewood Institutional (RWGIX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2020 | ||
EMTIX Stifel Retirement Account - Filer ⇒ Transamerica Emerging Markets Debt I (EMTIX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2020 | ||
- Vanguard Brokerage Sweep Money Market [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | $1 - $200 | Interest | 2020 | |
- Alice Joyce Ameritrade IRA ⇒ Power Dividend Index Fund Class I - PWDIX [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2020 | |
- Vanguard Pennsylvania Municipal Money Market [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | $1 - $200 | Interest | 2020 | |
- Vanguard Pennsylvania Municipal Money Market Fund - VPTXX [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | SP | $1 - $200 | Interest | 2020 |
- Alice Joyce Ameritrade IRA ⇒ Ameritrade Brokerage Sweep Account [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | SP | Tax-Deferred | 2020 | |
- Invesco Pennsylvania Tax Free Income Fund - VKMPX [MF]Mutual Funds | $1,001 - $15,000 | JT | $201 - $1,000 | Dividends | 2020 |
APDLX Stifel Retirement Account - Alice ⇒ Artisan Value Advisor (APDLX) [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2020 | |
DHSIX Stifel Retirement Account - Alice ⇒ Diamond Hill Small Cap I (DHSIX) [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2020 | |
- Alice Joyce Ameritrade IRA ⇒ Power Dividend Mid-Cap Index Fund Class I - DMCIX [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2020 | |
- Alice Joyce Ameritrade IRA ⇒ Power Momentum Index Fund Classs I Shares - MOJOX [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2020 | |
- Stifel Retirement Account - Alice ⇒ Seagate HDD Senior Note [CS]Corporate Securities (Bonds and Notes) | None | SP | Tax-Deferred | 2020 | |
- Stifel Retirement Account - Filer ⇒ General Electric Capital Corp. Medium Term Note [CS]Corporate Securities (Bonds and Notes) | None | Tax-Deferred | 2020 | ||
- 3RC/Phoenix Investment, LLC [OL]Ownership Interest | None | $15,001 - $50,000 | Capital Gains, Dividends | 2020 | |
- Stifel Retirement Account - Alice ⇒ RR Donnelly & Sons Co. Note [CS]Corporate Securities (Bonds and Notes) | None | SP | Tax-Deferred | 2020 | |
- Stifel Retirement Account - Alice ⇒ Pennymac Corp Senior Convertible Note [CS]Corporate Securities (Bonds and Notes) | None | SP | Tax-Deferred | 2020 | |
- Pittsburgh and Allegheny County Excise Tax Bond [GS]Government Securities and Agency Debt | None | SP | $2,501 - $5,000 | Interest | 2020 |
- Pennsylvania State Higher Ed Health System Revenue Bond [GS]Government Securities and Agency Debt | None | SP | $2,501 - $5,000 | Interest | 2020 |
- Stifel Retirement Account - Filer ⇒ RR Donnelly & Sons Co Note [CS]Corporate Securities (Bonds and Notes) | None | Tax-Deferred | 2020 | ||
- Stifel Retirement Account - Filer ⇒ Pennymac Corp Senior Convertible Note [CS]Corporate Securities (Bonds and Notes) | None | Tax-Deferred | 2020 | ||
- Stifel Retirement Account - Alice ⇒ General Electric Capital Corp. Note [CS]Corporate Securities (Bonds and Notes) | None | SP | Tax-Deferred | 2020 | |
- Oppenheimer Rochester Pennsylvania Municipal Fund - OPATX [MF]Mutual Funds | $1,000,001 - $5,000,000 | $100,001 - $1,000,000 | Dividends | 2019 | |
- Nuveen High Yield Muni Bond Fund - NHMAX [MF]Mutual Funds | $1,000,001 - $5,000,000 | $50,001 - $100,000 | Dividends | 2019 | |
- Mairs & Power Growth Fund - MPGFX [MF]Mutual Funds | $500,001 - $1,000,000 | SP | $15,001 - $50,000 | Capital Gains, Dividends | 2019 |
- Nuveen High Yield Muni Bond Fund - NHMAX SP Spouse/DC Over Dividends [MF] $100,000Mutual Funds | $50,001 - $1,000,000 | 2019 | |||
NHMRX Stifel Retirement Account - Filer ⇒ Nuveen High Yield Municipal Bond Fund (NHMRX) [MF]Mutual Funds | $500,001 - $1,000,000 | Tax-Deferred | 2019 | ||
- Oppenheimer Rochester Pennsylvania Municipal SP Spouse/DC Over Dividends Fund - OPATX [MF]Mutual Funds | $100,001 - $1,000,000 | 2019 | |||
NHMRX Stifel Retirement Account - Alice ⇒ Nuveen High Yield Municipal Bond Fund (NHMRX) [MF]Mutual Funds | $250,001 - $500,000 | SP | Tax-Deferred | 2019 | |
- Loan to Campaign [DO]Debts Owed to the Filer | $250,001 - $500,000 | 2019 | |||
- Logan Blvd Office [RP]Real Property | $250,001 - $500,000 | SP | $50,001 - $100,000 | Rent | 2019 |
- Vanguard U.S. Value Fund - VUVLX [MF]Mutual Funds | $250,001 - $500,000 | $5,001 - $15,000 | Capital Gains, Dividends | 2019 | |
- Altoona Dermatology Associates LLC [OL]Ownership Interest | $250,001 - $500,000 | SP | $100,001 - $1,000,000 | Dividends | 2019 |
- Stifel Retirement Account - Filer ⇒ General Electric Capital Corp. Medium Term Note [CS]Corporate Securities (Bonds and Notes) | $100,001 - $250,000 | Tax-Deferred | 2019 | ||
- Chester County Pennsylvania Health Ed Facilities Revenue Bond [GS]Government Securities and Agency Debt | $100,001 - $250,000 | $5,001 - $15,000 | Interest | 2019 | |
- Pittsburgh and Allegheny County Excise Tax Bond [GS]Government Securities and Agency Debt | $100,001 - $250,000 | SP | $5,001 - $15,000 | Interest | 2019 |
- Cabin Group, LLC ⇒ Residential Real Estate [RP]Real Property | $100,001 - $250,000 | 2019 | |||
- Pennsylvania State Higher Ed Facility Auth Revenue Bond [GS]Government Securities and Agency Debt | $100,001 - $250,000 | $5,001 - $15,000 | Interest | 2019 | |
- Pennsylvania State Higher Ed Health System Revenue Bond [GS]Government Securities and Agency Debt | $100,001 - $250,000 | SP | $5,001 - $15,000 | Interest | 2019 |
- White Oak Select Growth Fund [MF]Mutual Funds | $100,001 - $250,000 | $2,501 - $5,000 | Capital Gains, Dividends | 2019 | |
- Vanguard Federal Money Market Sweep Account [BA]Bank Accounts, Money Market Accounts and CDs | $100,001 - $250,000 | SP | $1,001 - $2,500 | Interest | 2019 |
- Vanguard 500 Index Fund Admiral Shares - VFIAX [MF]Mutual Funds | $100,001 - $250,000 | $2,501 - $5,000 | Dividends | 2019 | |
- Torray Fund - TORYX [MF]Mutual Funds | $100,001 - $250,000 | SP | $5,001 - $15,000 | Dividends | 2019 |
- M&T Bank Checking Account [BA]Bank Accounts, Money Market Accounts and CDs | $100,001 - $250,000 | JT | $1,001 - $2,500 | Interest | 2019 |
- Stifel Retirement Account - Filer ⇒ Wachovia Cap Tr III Income TR Secs Variable Note [CS]Corporate Securities (Bonds and Notes) | $50,001 - $100,000 | Tax-Deferred | 2019 | ||
- Stifel Retirement Account - Filer ⇒ White Oak Select Growth Fund - WOGSX [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2019 | ||
- Stifel Retirement Account - Filer ⇒ RR Donnelly & Sons Co Note [CS]Corporate Securities (Bonds and Notes) | $50,001 - $100,000 | Tax-Deferred | 2019 | ||
- Stifel Retirement Account - Alice ⇒ Wachovia Capital Tr III Income Variable Note [CS]Corporate Securities (Bonds and Notes) | $50,001 - $100,000 | SP | Tax-Deferred | 2019 | |
- Chester County Pennsylvania Health Ed Facilities Revenue Bond [GS]Government Securities and Agency Debt | $50,001 - $100,000 | SP | $1,001 - $2,500 | Interest | 2019 |
- Stifel Retirement Account - Filer ⇒ Citigroup Inc Note [CS]Corporate Securities (Bonds and Notes) | $50,001 - $100,000 | Tax-Deferred | 2019 | ||
- 3RC/Sun Energy LLC [OL]Ownership Interest | $50,001 - $100,000 | $15,001 - $50,000 | Capital Gains, Interest | 2019 | |
- Stifel Retirement Account - Filer ⇒ Vanguard 500 Index Fund Admiral Shares - VFIAX [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2019 | ||
APDLX Stifel Retirement Account - Filer ⇒ Artisan Value Advisor (APDLX) [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2019 | ||
ESIDX Stifel Retirement Account - Alice ⇒ Wells Fargo International Bond Admin (ESIDX) [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2019 | |
- Alice Joyce Ameritrade IRA ⇒ Power Floating Rate Index Fund Class I - FLOTX [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2019 | |
- Alice Joyce Ameritrade IRA ⇒ Power Global Tactical Allocation/JAForlines Fund Class I - GTAIX [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2019 | |
- Alice Joyce Ameritrade IRA ⇒ Power Income Fund Class I - PWRIX [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2019 | |
- Bald Eagle Holding Company ⇒ Land [RP]Real Property | $15,001 - $50,000 | $5,001 - $15,000 | Dividends | 2019 | |
- Stifel Retirement Account - Alice ⇒ Citigroup Inc Variable Note [CS]Corporate Securities (Bonds and Notes) | $15,001 - $50,000 | SP | Tax-Deferred | 2019 | |
FPIVX Stifel Retirement Account - Alice ⇒ FPA International Value (FPIVX) [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2019 | |
- Stifel Retirement Account - Alice ⇒ General Electric Capital Corp. Note [CS]Corporate Securities (Bonds and Notes) | $15,001 - $50,000 | SP | Tax-Deferred | 2019 | |
- Stifel Retirement Account - Alice ⇒ JP Morgan Chase & Co Series Q Variable Note [CS]Corporate Securities (Bonds and Notes) | $15,001 - $50,000 | SP | Tax-Deferred | 2019 | |
- Stifel Retirement Account - Alice ⇒ Pennymac Corp Senior Convertible Note [CS]Corporate Securities (Bonds and Notes) | $15,001 - $50,000 | SP | Tax-Deferred | 2019 | |
- Stifel Retirement Account - Alice ⇒ RR Donnelly & Sons Co. Note [CS]Corporate Securities (Bonds and Notes) | $15,001 - $50,000 | SP | Tax-Deferred | 2019 | |
- Stifel Retirement Account - Alice ⇒ Seagate HDD Senior Note [CS]Corporate Securities (Bonds and Notes) | $15,001 - $50,000 | SP | Tax-Deferred | 2019 | |
SSEIX Stifel Retirement Account - Filer ⇒ AMG SouthernSun US Equity I (SSEIX) [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2019 | ||
APDKX Stifel Retirement Account - Filer ⇒ Artisan International Value Advisor (APDKX) [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2019 | ||
FPIVX Stifel Retirement Account - Filer ⇒ FPA International Value (FPIVX) [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2019 | ||
HLMIX Stifel Retirement Account - Filer ⇒ Harding Loevner International Eq Instl (HLMIX) [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2019 | ||
- Stifel Retirement Account - Filer ⇒ JP Morgan Chase & Co Series Q Variable Note [CS]Corporate Securities (Bonds and Notes) | $15,001 - $50,000 | Tax-Deferred | 2019 | ||
ODVYX Stifel Retirement Account - Filer ⇒ Oppenheimer Developing Markets Y (ODVYX) [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2019 | ||
- Stifel Retirement Account - Filer ⇒ Pennymac Corp Senior Convertible Note [CS]Corporate Securities (Bonds and Notes) | $15,001 - $50,000 | Tax-Deferred | 2019 | ||
- Stifel Retirement Account - Filer ⇒ Seagate HDD Senior Note [CS]Corporate Securities (Bonds and Notes) | $15,001 - $50,000 | Tax-Deferred | 2019 | ||
- Stifel Retirement Account - Filer ⇒ Stifel Brokerage Sweep Account [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | $1 - $200 | Interest | 2019 | |
RWGIX Stifel Retirement Account - Alice ⇒ RiverPark/Wedgewood Institutional (RWGIX) [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2019 | |
SSEIX Stifel Retirement Account - Alice ⇒ AMG SouthernSun US Equity I (SSEIX) [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2019 | |
APDKX Stifel Retirement Account - Alice ⇒ Artisan International Value Advisor (APDKX) [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2019 | |
APDLX Stifel Retirement Account - Alice ⇒ Artisan Value Advisor (APDLX) [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2019 | |
RWGIX Stifel Retirement Account - Filer ⇒ RiverPark/Wedgewood Institutional (RWGIX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
DHSIX Stifel Retirement Account - Alice ⇒ Diamond Hill Small Cap I (DHSIX) [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2019 | |
- Alice Joyce Ameritrade IRA ⇒ Power Dividend Index Fund Class I - PWDIX [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2019 | |
- Alice Joyce Ameritrade IRA ⇒ Power Momentum Index Fund Classs I Shares - MOJOX [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2019 | |
HLMIX Stifel Retirement Account - Alice ⇒ Harding Loevner International Eq Instl (HLMIX) [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2019 | |
- Vanguard Pennsylvania Municipal Money Market Fund - VPTXX [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | SP | $1 - $200 | Interest | 2019 |
- Stifel Retirement Account - Alice ⇒ Stifel Money Market Brokerage Sweep Account [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | SP | Tax-Deferred | 2019 | |
EMTIX Stifel Retirement Account - Filer ⇒ Transamerica Emerging Markets Debt I (EMTIX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
- Alice Joyce Ameritrade IRA ⇒ Power Dividend Mid-Cap Index Fund Class I - DMCIX [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2019 | |
- Schwab Brokerage Sweep Account [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | SP | $1 - $200 | Interest | 2019 |
- Alice Joyce Ameritrade IRA ⇒ Ameritrade Brokerage Sweep Account [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | SP | Tax-Deferred | 2019 | |
ODVYX Stifel Retirement Account - Alice ⇒ Oppenheimer Developing Markets Y (ODVYX) [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2019 | |
ESIDX Stifel Retirement Account - Filer ⇒ Wells Fargo International Bond Admin (ESIDX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
- M&T Bank Savings Account [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | JT | $1 - $200 | Interest | 2019 |
DHSIX Stifel Retirement Account - Filer ⇒ Diamond Hill Small Cap I (DHSIX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
- Invesco Pennsylvania Tax Free Income Fund - VKMPX [MF]Mutual Funds | $1,001 - $15,000 | JT | $201 - $1,000 | Dividends | 2019 |
- Vanguard Brokerage Sweep Money Market [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | $1 - $200 | Interest | 2019 | |
EMTIX Stifel Retirement Account - Alice ⇒ Transamerica Emerging Markets Debt I (EMTIX) [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2019 | |
- Vanguard Pennsylvania Municipal Money Market [BA]Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | $1 - $200 | Interest | 2019 | |
- 3RC/Phoenix Investment, LLC [OL]Ownership Interest | None | $15,001 - $50,000 | Capital Gains, Dividends | 2019 | |
- Pennsylvania State Turnpike Commission Revenue Bond [GS]Government Securities and Agency Debt | None | $1,001 - $2,500 | Interest | 2019 | |
- Pennsylvania State Healthcare Systems Revenue Bond [GS]Government Securities and Agency Debt | None | SP | $5,001 - $15,000 | Capital Gains, Interest | 2019 |
V Stifel Retirement Account - Filer ⇒ Visa Inc. (V) [ST]Stocks | None | Tax-Deferred | 2019 |
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