49 assets, filed Aug 13, 2026 (FD Original).
APDKX
Artisan International Value Advisor · Mutual fund · Stifel Retirement Account - Alice SP
$1,001 - $15,000
APDKX
Artisan International Value Fund Advisor Shares · Mutual fund · Stifel Retirement Account - Filer
$15,001 - $50,000
APDLX
Artisan Value Advisor · Mutual fund · Stifel Retirement Account - Alice SP
None
APDLX
Artisan Value Advisor · Mutual fund · Stifel Retirement Account - Filer
None
Brokerage Sweep Account
Bank/brokerage account · LPL Financial IRA SP
$1,001 - $15,000
Chester County Pennsylvania Health Ed Facilities Revenue
None
Chester County Pennsylvania Health Ed Facilities Revenue
· Spouse
None
Citizens FINL GRP INC. Non CUML PFD Ser B
Corporate bond
$100,000
Citizens FINL GRP Inc NON CUML PFD SER B
Corporate bond
$100,000
Congressional Federal Credit Union Checking Account
Bank/brokerage account
$50,001 - $100,000
Congressional Federal Credit Union Savings Account
Bank/brokerage account
$1,001 - $15,000
PWDIX
Donoghue Forlines Dividend Fund Class I · Mutual fund · LPL Financial IRA SP
$1,001 - $15,000
MOJOX
Donoghue Forlines Momentum Fund Class I · Mutual fund · LPL Financial IRA SP
$15,001 - $50,000
Donoghue Forlines Tactical Allocation Fund Class I (GTAIX)
$100,000
Fifth Third Bancorp Depositary Share representing 1/25th
$250,000
Fifth Third Bancorp Depositary Share representing 1/25th
$250,000
HLMIX
Harding Loevner International Eq Instl · Mutual fund · Stifel Retirement Account - Alice SP
$1,001 - $15,000
HLMIX
Harding Loevner International Eq Instl · Mutual fund · Stifel Retirement Account - Filer
$15,001 - $50,000
Invesco Pennsylvania Municipal Fund - OPATX
Mutual fund
$1,000,001 - $5,000,000
QQQ
Invesco QQQ Trust, Series 1 · Exchange-traded fund
$250,000
QQQ
Invesco QQQ Trust, Series 1 · Exchange-traded fund
$250,000
Logan Blvd Office
Real property · Spouse
$250,001 - $500,000
M&T Bank Checking Account
Bank/brokerage account · Joint
$100,001 - $250,000
M&T Bank Savings Account
Bank/brokerage account · Joint
$1,001 - $15,000
Nuveen High Yield Muni Bond Fund - NHMAX
Mutual fund
$5,000,000
Nuveen High Yield Muni Bond Fund - NHMAX
Mutual fund
$1,000,000
NHMRX
Nuveen High Yield Municipal Bd Fd Class I · Mutual fund
$500,000
NHMRX
Nuveen High Yield Municipal Bd Fd Class I · Mutual fund
$1,000,000
PFINX
PIMCO Preferred and Capital Securities Fund Class Institutional · Mutual fund · Stifel Retirement Account - Alice SP
$1,001 - $15,000
FTBXL
Preferred Series H · Corporate bond · Stifel Retirement Account - Alice SP
$1,001 - $15,000
FTBXL
Preferred Series H · Corporate bond · Stifel Retirement Account - Filer
$15,001 - $50,000
Residential Real Estate
Real property
$100,000
RWGIX
RiverPark/Wedgewood Institutional · Mutual fund · Stifel Retirement Account - Alice SP
None
RWGIX
RiverPark/Wedgewood Institutional · Mutual fund · Stifel Retirement Account - Filer
None
Seagate HDD Cayman Sr Note CPN Due 1/1/25
Corporate bond · Stifel Retirement Account - Alice SP
$1,001 - $15,000
Seagate HDD Senior Note
Corporate bond · Stifel Retirement Account - Filer
$15,001 - $50,000
SSEIX
SouthernSun U.S. Equity Fund Class I · Mutual fund · Stifel Retirement Account - Alice SP
$15,001 - $50,000
Stifel Brokerage Sweep Account
Bank/brokerage account
$100,000
Torray Fund - TORYX
Mutual fund · Spouse
$250,001 - $500,000
VFIAX
Vanguard 500 Index Fd Admiral Shs · Mutual fund
$250,000
Vanguard 500 Index Fund Admiral Shares - VFIAX
Mutual fund
$250,001 - $500,000
Vanguard Federal Money Market Sweep Account
Bank/brokerage account
$1,001 - $15,000
Vanguard High Dividend Yield Index Fund Admiral Shares
$100,000
Vanguard High Dividend Yield Index Fund Admiral Shares
$250,000
VVIAX
Vanguard Value Index Fd Admiral Shs · Mutual fund
$250,001 - $500,000
White Oak Select Growth Fund
Mutual fund
$250,001 - $500,000
White Oak Select Growth Fund - WOGSX
Mutual fund
$100,000
TIP
iShares TIPS Bond ETF · Exchange-traded fund
$100,000
TIP
iShares TIPS Bond ETF · Exchange-traded fund
$100,000