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  Name: Capital Financial Services LLC
  City: CLIFTON PARK
  State: NY
  Zip: 12065
   
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Portfolio Summary View Filing
  Filing Report Date : 2022-12-31
  Total Value : $72,476,000
  Total Value Change : $4,835,000
  Securities Held Change : 1
   
All Securities Held : 79
  New Positions : 1
  Closed Positions : 1
  Increased Positions : 3
  Unchanged Positions : 13
  Decreased Positions : 62

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Holdings Found : 3     View All Holdings Currently Viewing:  Increased Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (DFAU)1 Year Chart         DFAU Dfa Dimensional Us Core Equ... 34 - $0.00 $741,000 27,416 1.02% 219,000 6,665 0.03    N/A
   (DFAC)1 Year Chart         DFAC Dimensional U S Core Equity... 49 - $32.00 $375,000 15,435 0.52% 167,000 6,100 0.002    N/A
   (DUK)1 Year Chart         DUK Duke Energy Corp 71 - $102.84 $206,000 2,000 0.28% 206,000 2,000 0    Electric Utilities

      3 Records Found
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