Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| TFC FINANCIAL MANAGEMENT INC | 07-22-2024 | 06-30-2024 | 969 | 570,231,158 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| CSX CORP | COM | 301 | $35,064 | 1,048 | 0.00 | 0.00 | 440 | 72.37 | 06-30-2024 |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 302 | $34,714 | 1,307 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| BROWN & BROWN INC | COM | 303 | $34,513 | 386 | 0.00 | 0.00 | -1 | -0.26 | 06-30-2024 |
| MICROSTRATEGY INC | CL A NEW | 304 | $34,437 | 25 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
