Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| KISTLER-TIFFANY COMPANIES LLC | 05-03-2023 | 03-31-2023 | 793 | 525,770,519 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SHELL PLC | SPON ADS | 51 | $2,140,651 | 37,203 | 0.00 | 0.31 | 9,476 | 34.18 | 03-31-2023 |
| CATERPILLAR INC | COM | 52 | $2,136,090 | 9,334 | 0.00 | 0.36 | -332 | -3.43 | 03-31-2023 |
| VANGUARD WORLD FDS | INDUSTRIAL ETF | 53 | $2,055,631 | 10,790 | 0.00 | 0.40 | -295 | -2.66 | 03-31-2023 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 54 | $2,014,611 | 41,650 | 0.00 | 0.02 | 39,274 | 1652.95 | 03-31-2023 |
