Arrow Financial Corp Diversified Active

CIK: 0000717538 · Show all filings

Period: Q4 2023 (← Previous) (Next →)

Filing Date: Feb 12, 2024

Total Value ($000): $963,805 (100.0% shares, 0.0% debt)

Holdings (348)

VOO VANGUARD S&P 500 ETF 9.6%
Value ($000) $92,279 Shares 211,261 Est. Cost $365.85 Unrealized
IJR ISHARES CORE S&P SMALL-CAP ETF 5.8%
Value ($000) $55,601 Shares 513,637 Est. Cost $96.36 Unrealized
SPYV SPDR PORTFOLIO S&P 500 VALUE E 5.5%
Value ($000) $53,248 Shares 1,141,918 Est. Cost $42.38 Unrealized
IJH ISHARES CORE S&P MID-CAP ETF 5.4%
Value ($000) $52,425 Shares 189,159 Est. Cost $230.21 Unrealized
AROW ARROW FINANCIAL CORPORATION 5.0%
Value ($000) $48,239 Shares 1,726,525 Est. Cost $16.39 Unrealized +29.0%
QQQ INVESCO QQQ TRUST SERIES 1 4.0%
Value ($000) $38,659 Shares 94,400 Est. Cost $347.85 Unrealized
VO VANGUARD MID-CAP ETF 3.3%
Value ($000) $31,895 Shares 137,099 Est. Cost $221.34 Unrealized
IDEV ISHARES CORE MSCI DEV MKTS ETF 3.1%
Value ($000) $29,518 Shares 463,678 Est. Cost $66.18 Unrealized
ISHARES IBONDS 2024 H/Y INC 3.0%
Value ($000) $29,271 Shares 1,261,126 Est. Cost $23.14 Unrealized
TLH ISHARES 10-20 YEAR TREASURY BO 2.6%
Value ($000) $25,180 Shares 232,590 Est. Cost $103.17 Unrealized
AAPL APPLE INC 2.5%
Value ($000) $23,733 Shares 123,268 Est. Cost $86.78 Unrealized +110.7%
MSFT MICROSOFT CORP 2.4%
Value ($000) $22,706 Shares 60,382 Est. Cost $41.39 Unrealized +746.4%
VB VANGUARD SMALL-CAP ETF 1.5%
Value ($000) $14,824 Shares 69,489 Est. Cost $212.19 Unrealized
IBDX ISHARES IBONDS DEC 2032 TC ETF 1.4%
Value ($000) $13,360 Shares 529,541 Est. Cost $24.51 Unrealized
IBDW ISHARES IBONDS DEC 2031 TERM C 1.4%
Value ($000) $13,172 Shares 634,199 Est. Cost $13.20 Unrealized
IBDV ISHARES IBONDS DEC 2030 TERM C 1.3%
Value ($000) $12,889 Shares 595,594 Est. Cost $14.11 Unrealized
IBDU ISHARES IBONDS DEC 2029 TERM C 1.3%
Value ($000) $12,847 Shares 556,879 Est. Cost $14.72 Unrealized
GOOGL ALPHABET INC CL A 1.3%
Value ($000) $12,807 Shares 91,685 Est. Cost $106.39 Unrealized +25.3%
IBDT ISHARES IBONDS DEC 2028 TERM C 1.3%
Value ($000) $12,588 Shares 501,721 Est. Cost $24.88 Unrealized
IBDR ISHARES IBONDS DEC 2026 TERM C 1.3%
Value ($000) $12,498 Shares 522,913 Est. Cost $23.85 Unrealized
IBDS ISHARES IBONDS DEC 2027 TERM C 1.3%
Value ($000) $12,314 Shares 514,589 Est. Cost $23.85 Unrealized
ISHARES IBONDS DEC 2025 TERM C 1.3%
Value ($000) $12,280 Shares 495,962 Est. Cost $24.76 Unrealized
ISHARES IBONDS DEC 2024 TERM C 1.3%
Value ($000) $12,232 Shares 491,045 Est. Cost $24.85 Unrealized
AMZN AMAZON.COM INC 1.1%
Value ($000) $10,861 Shares 71,485 Est. Cost $119.47 Unrealized +17.3%
NVDA NVIDIA CORP 1.1%
Value ($000) $10,369 Shares 20,938 Est. Cost $22.54 Unrealized +105.5%
VCSH VANGUARD SHORT TERM CORP BOND 0.9%
Value ($000) $8,937 Shares 115,510 Est. Cost $81.50 Unrealized
HD HOME DEPOT INC 0.8%
Value ($000) $7,818 Shares 22,559 Est. Cost $101.38 Unrealized +189.7%
ADBE ADOBE INC 0.8%
Value ($000) $7,710 Shares 12,923 Est. Cost $261.28 Unrealized +120.7%
JPM JP MORGAN CHASE & CO 0.8%
Value ($000) $7,613 Shares 44,756 Est. Cost $42.75 Unrealized +238.9%
SPY SPDR S&P 500 ETF TRUST 0.8%
Value ($000) $7,258 Shares 15,271 Est. Cost $230.71 Unrealized
CRM SALESFORCE INC 0.7%
Value ($000) $6,994 Shares 26,579 Est. Cost $73.54 Unrealized +204.1%
AGG ISHARES CORE U.S. AGGREGATE 0.7%
Value ($000) $6,659 Shares 67,093 Est. Cost $104.73 Unrealized
IBDY ISHARES IBONDS DEC 2033 CORP 0.6%
Value ($000) $6,164 Shares 238,444 Est. Cost $25.79 Unrealized
V VISA INC CL A 0.6%
Value ($000) $5,989 Shares 23,002 Est. Cost $56.53 Unrealized +329.3%
ORCL ORACLE CORPORATION 0.6%
Value ($000) $5,780 Shares 54,820 Est. Cost $37.73 Unrealized +182.9%
BLACKROCK INC CL A 0.6%
Value ($000) $5,752 Shares 7,085 Est. Cost $352.49 Unrealized
BRK/B BERKSHIRE HATHAWAY INC-CL B 0.6%
Value ($000) $5,491 Shares 15,397 Est. Cost $113.24 Unrealized +210.0%
JNJ JOHNSON & JOHNSON 0.6%
Value ($000) $5,356 Shares 34,171 Est. Cost $63.17 Unrealized +127.3%
TMO THERMO FISHER SCIENTIFIC INC 0.5%
Value ($000) $5,259 Shares 9,907 Est. Cost $240.48 Unrealized +99.9%
ICE INTERCONTINENTAL EXCHANGE GROU 0.5%
Value ($000) $5,095 Shares 39,670 Est. Cost $56.36 Unrealized +95.9%
PG PROCTER & GAMBLE CO 0.5%
Value ($000) $4,907 Shares 33,484 Est. Cost $59.12 Unrealized +137.8%
SYK STRYKER CORPORATION 0.5%
Value ($000) $4,855 Shares 16,214 Est. Cost $115.63 Unrealized +137.7%
NYF ISHARES NEW YORK MUNI BOND ETF 0.5%
Value ($000) $4,813 Shares 88,985 Est. Cost $52.09 Unrealized
UNH UNITEDHEALTH GROUP INC 0.5%
Value ($000) $4,808 Shares 9,133 Est. Cost $81.05 Unrealized +530.9%
APH AMPHENOL CORP CL A 0.5%
Value ($000) $4,768 Shares 48,095 Est. Cost $37.55 Unrealized +15.6%
BAC BANK OF AMERICA CORP 0.5%
Value ($000) $4,646 Shares 137,980 Est. Cost $16.12 Unrealized +71.3%
ABT ABBOTT LABS 0.5%
Value ($000) $4,625 Shares 42,021 Est. Cost $73.09 Unrealized +31.5%
CAT CATERPILLAR INC 0.5%
Value ($000) $4,599 Shares 15,553 Est. Cost $180.64 Unrealized +39.1%
META META PLATFORMS INC CL A 0.5%
Value ($000) $4,537 Shares 12,819 Est. Cost $149.14 Unrealized +116.8%
HON HONEYWELL INTERNATIONAL INC 0.5%
Value ($000) $4,509 Shares 21,503 Est. Cost $57.34 Unrealized +200.5%
LLY LILLY ELI & CO 0.5%
Value ($000) $4,497 Shares 7,715 Est. Cost $381.27 Unrealized +50.8%
TJX TJX COS INC 0.5%
Value ($000) $4,456 Shares 47,504 Est. Cost $44.30 Unrealized +97.0%
CSCO CISCO SYSTEMS INC 0.5%
Value ($000) $4,413 Shares 87,346 Est. Cost $37.45 Unrealized +28.1%
XOM EXXON MOBIL CORP 0.4%
Value ($000) $4,302 Shares 43,028 Est. Cost $52.58 Unrealized +85.6%
COST COSTCO WHOLESALE CORP 0.4%
Value ($000) $4,258 Shares 6,450 Est. Cost $139.49 Unrealized +311.1%
WMT WALMART INC 0.4%
Value ($000) $3,885 Shares 24,646 Est. Cost $23.59 Unrealized +118.9%
MAS MASCO CORP 0.4%
Value ($000) $3,860 Shares 57,630 Est. Cost $21.51 Unrealized +160.4%
DIS DISNEY WALT CO NEW 0.4%
Value ($000) $3,672 Shares 40,669 Est. Cost $82.06 Unrealized +5.0%
PEP PEPSICO INC 0.4%
Value ($000) $3,604 Shares 21,219 Est. Cost $56.13 Unrealized +173.9%
MCD MCDONALDS CORP 0.4%
Value ($000) $3,411 Shares 11,505 Est. Cost $149.70 Unrealized +72.8%
NFLX NETFLIX INC 0.3%
Value ($000) $3,253 Shares 6,681 Est. Cost $11.25 Unrealized +288.0%
AMGN AMGEN INC 0.3%
Value ($000) $3,046 Shares 10,574 Est. Cost $87.42 Unrealized +191.8%
WMB WILLIAMS COS INC 0.3%
Value ($000) $2,921 Shares 83,855 Est. Cost $20.50 Unrealized +56.9%
DHR DANAHER CORP 0.3%
Value ($000) $2,909 Shares 12,575 Est. Cost $161.20 Unrealized +30.5%
XLK TECHNOLOGY SELECT SECTOR SPDR 0.3%
Value ($000) $2,806 Shares 14,577 Est. Cost $49.72 Unrealized
DLTR DOLLAR TREE INC 0.3%
Value ($000) $2,451 Shares 17,258 Est. Cost $97.67 Unrealized +21.2%
MS MORGAN STANLEY 0.2%
Value ($000) $2,367 Shares 25,385 Est. Cost $31.64 Unrealized +136.5%
CVX CHEVRON CORPORATION 0.2%
Value ($000) $2,319 Shares 15,547 Est. Cost $68.98 Unrealized +99.8%
UNP UNION PAC CORP 0.2%
Value ($000) $2,235 Shares 9,098 Est. Cost $104.52 Unrealized +100.2%
GOOG ALPHABET INC CL C 0.2%
Value ($000) $2,142 Shares 15,200 Est. Cost $107.51 Unrealized +25.3%
BMY BRISTOL MYERS SQUIBB CO 0.2%
Value ($000) $2,041 Shares 39,784 Est. Cost $39.44 Unrealized +19.2%
KO COCA COLA CO 0.2%
Value ($000) $1,920 Shares 32,582 Est. Cost $33.92 Unrealized +57.0%
MRVL MARVELL TECHNOLOGY INC 0.2%
Value ($000) $1,895 Shares 31,420 Est. Cost $57.04 Unrealized -6.0%
TRV TRAVELERS COMPANIES INC 0.2%
Value ($000) $1,805 Shares 9,476 Est. Cost $133.22 Unrealized +25.1%
IR INGERSOLL-RAND INC 0.2%
Value ($000) $1,790 Shares 23,143 Est. Cost $67.07 Unrealized +1.7%
COP CONOCOPHILLIPS 0.2%
Value ($000) $1,771 Shares 15,257 Est. Cost $52.76 Unrealized +108.0%
SBUX STARBUCKS CORP 0.2%
Value ($000) $1,745 Shares 18,178 Est. Cost $37.98 Unrealized +142.7%
GD GENERAL DYNAMICS CORP 0.2%
Value ($000) $1,731 Shares 6,668 Est. Cost $153.74 Unrealized +52.4%
MA MASTERCARD INC CL A 0.2%
Value ($000) $1,723 Shares 4,039 Est. Cost $210.85 Unrealized +88.3%
YUM YUM! BRANDS INC 0.2%
Value ($000) $1,678 Shares 12,844 Est. Cost $101.38 Unrealized +18.1%
IGSB ISHARES 1-5Y INV GRADE CORP ET 0.2%
Value ($000) $1,594 Shares 31,083 Est. Cost $60.79 Unrealized
TSLA TESLA INC 0.2%
Value ($000) $1,556 Shares 6,262 Est. Cost $233.67 Unrealized +1.7%
XLB MATERIALS SELECT SECTOR SPDR F 0.2%
Value ($000) $1,531 Shares 17,898 Est. Cost $61.57 Unrealized
QCOM QUALCOMM INC 0.2%
Value ($000) $1,523 Shares 10,530 Est. Cost $89.09 Unrealized +32.8%
CMI CUMMINS INC 0.2%
Value ($000) $1,497 Shares 6,247 Est. Cost $144.30 Unrealized +50.3%
DLR DIGITAL REALTY TRUST INC REIT 0.2%
Value ($000) $1,480 Shares 11,000 Est. Cost $91.99 Unrealized +31.1%
WM WASTE MANAGEMENT INC 0.2%
Value ($000) $1,477 Shares 8,244 Est. Cost $129.28 Unrealized +25.7%
SYY SYSCO CORP 0.2%
Value ($000) $1,474 Shares 20,152 Est. Cost $64.63 Unrealized +0.4%
ECL ECOLAB INC 0.1%
Value ($000) $1,380 Shares 6,956 Est. Cost $103.56 Unrealized +69.8%
VRTX VERTEX PHARMACEUTICALS INC 0.1%
Value ($000) $1,363 Shares 3,349 Est. Cost $338.93 Unrealized +9.0%
NKE NIKE INC-CLASS B 0.1%
Value ($000) $1,343 Shares 12,371 Est. Cost $85.79 Unrealized +20.0%
MUB ISHARES NATIONAL MUNI BOND ETF 0.1%
Value ($000) $1,332 Shares 12,291 Est. Cost $94.53 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR F 0.1%
Value ($000) $1,288 Shares 34,251 Est. Cost $23.74 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR 0.1%
Value ($000) $1,280 Shares 9,382 Est. Cost $66.25 Unrealized
PFE PFIZER INC 0.1%
Value ($000) $1,236 Shares 42,940 Est. Cost $17.58 Unrealized +50.1%
TER TERADYNE INC 0.1%
Value ($000) $1,232 Shares 11,353 Est. Cost $98.60 Unrealized -4.7%
SNOW SNOWFLAKE INC CL A 0.1%
Value ($000) $1,213 Shares 6,093 Est. Cost $166.13 Unrealized +1.8%
BND VANGUARD TOTAL BOND MARKET ETF 0.1%
Value ($000) $1,205 Shares 16,377 Est. Cost $75.64 Unrealized
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $1,177 Shares 3,052 Est. Cost $128.73 Unrealized +146.8%
LOW LOWES COS INC 0.1%
Value ($000) $1,165 Shares 5,236 Est. Cost $84.24 Unrealized +131.1%
D DOMINION ENERGY INC 0.1%
Value ($000) $1,074 Shares 22,855 Est. Cost $50.83 Unrealized -21.0%
PAYX PAYCHEX INC 0.1%
Value ($000) $1,055 Shares 8,859 Est. Cost $59.65 Unrealized +86.2%
LYB LYONDELLBASELL INDUSTRIES NV 0.1%
Value ($000) $1,042 Shares 10,956 Est. Cost $68.42 Unrealized +16.7%
SHW SHERWIN WILLIAMS CO 0.1%
Value ($000) $1,031 Shares 3,305 Est. Cost $215.55 Unrealized +22.5%
PANW PALO ALTO NETWORKS INC 0.1%
Value ($000) $1,026 Shares 3,479 Est. Cost $126.39 Unrealized +5.8%
XLY CONS DISC SELECT SECTOR SPDR F 0.1%
Value ($000) $998 Shares 5,583 Est. Cost $79.87 Unrealized
ABBV ABBVIE INC 0.1%
Value ($000) $975 Shares 6,290 Est. Cost $58.28 Unrealized +132.9%
XLU UTILITIES SELECT SECTOR SPDR F 0.1%
Value ($000) $947 Shares 14,948 Est. Cost $54.25 Unrealized
MRK MERCK & CO INC 0.1%
Value ($000) $924 Shares 8,479 Est. Cost $32.70 Unrealized +196.1%
ADP AUTOMATIC DATA PROCESSING INC 0.1%
Value ($000) $924 Shares 3,965 Est. Cost $124.33 Unrealized +78.6%
IBM INTL. BUSINESS MACHINES CORP 0.1%
Value ($000) $920 Shares 5,626 Est. Cost $118.94 Unrealized +19.0%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $918 Shares 15,106 Est. Cost $55.39 Unrealized -3.5%
COF CAPITAL ONE FINANCIAL CORP 0.1%
Value ($000) $894 Shares 6,820 Est. Cost $58.54 Unrealized +78.6%
XLI INDUSTRIAL SELECT SECTOR SPDR 0.1%
Value ($000) $845 Shares 7,415 Est. Cost $54.95 Unrealized
AWK AMERICAN WATER WORKS CO INC 0.1%
Value ($000) $832 Shares 6,306 Est. Cost $110.36 Unrealized +8.8%
APD AIR PRODUCTS & CHEMICALS INC 0.1%
Value ($000) $807 Shares 2,949 Est. Cost $146.57 Unrealized +76.8%
EMN EASTMAN CHEMICAL CO 0.1%
Value ($000) $737 Shares 8,209 Est. Cost $80.75 Unrealized -9.4%
TXN TEXAS INSTRUMENTS INC 0.1%
Value ($000) $704 Shares 4,130 Est. Cost $118.74 Unrealized +22.5%
SO SOUTHERN COMPANY 0.1%
Value ($000) $702 Shares 10,011 Est. Cost $41.97 Unrealized +51.9%
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $676 Shares 8,481 Est. Cost $44.78 Unrealized +60.2%
INTC INTEL CORP 0.1%
Value ($000) $650 Shares 12,935 Est. Cost $31.95 Unrealized +25.3%
RTX RTX CORPORATION 0.1%
Value ($000) $647 Shares 7,686 Est. Cost $55.11 Unrealized +37.2%
TMUS T-MOBILE US INC 0.1%
Value ($000) $596 Shares 3,715 Est. Cost $143.13 Unrealized +0.0%
PSA PUBLIC STORAGE INC REIT 0.1%
Value ($000) $580 Shares 1,900 Est. Cost $201.79 Unrealized +20.3%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $556 Shares 2,968 Est. Cost $62.58 Unrealized +150.9%
AMT AMERICAN TOWER CORP REIT 0.1%
Value ($000) $548 Shares 2,537 Est. Cost $170.77 Unrealized +2.6%
XLC COMM. SERV. SELECT SECTOR SPDR 0.1%
Value ($000) $542 Shares 7,465 Est. Cost $51.11 Unrealized
XLP CONS STAPLES SELECT SECT SPDR 0.1%
Value ($000) $517 Shares 7,184 Est. Cost $54.28 Unrealized
VNQ VANGUARD REAL ESTATE ETF 0.1%
Value ($000) $504 Shares 5,705 Est. Cost $55.58 Unrealized
SUSB ISHARES ESG AWARE 1-5 YEAR USD 0.0%
Value ($000) $470 Shares 19,180 Est. Cost $20.96 Unrealized
INTU INTUIT INC 0.0%
Value ($000) $469 Shares 750 Est. Cost $89.42 Unrealized +509.1%
USB US BANCORP NEW 0.0%
Value ($000) $451 Shares 10,409 Est. Cost $26.27 Unrealized +26.0%
VZ VERIZON COMMUNICATIONS 0.0%
Value ($000) $434 Shares 11,512 Est. Cost $33.20 Unrealized -6.6%
VMC VULCAN MATERIALS CO 0.0%
Value ($000) $430 Shares 1,895 Est. Cost $79.36 Unrealized +162.8%
EMR EMERSON ELEC CO 0.0%
Value ($000) $419 Shares 4,306 Est. Cost $43.06 Unrealized +104.6%
STZ CONSTELLATION BRANDS INC 0.0%
Value ($000) $417 Shares 1,725 Est. Cost $151.29 Unrealized +50.7%
MMM 3M CO 0.0%
Value ($000) $415 Shares 3,794 Est. Cost $90.38 Unrealized -16.4%
XLE ENERGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $407 Shares 4,855 Est. Cost $67.54 Unrealized
SPYG SPDR PORTFOLIO S&P 500 GROWTH 0.0%
Value ($000) $398 Shares 6,117 Est. Cost $57.85 Unrealized
IWR ISHARES RUSSELL MIDCAP ETF 0.0%
Value ($000) $380 Shares 4,895 Est. Cost $81.83 Unrealized
PM PHILIP MORRIS INTERNATIONAL 0.0%
Value ($000) $359 Shares 3,813 Est. Cost $55.99 Unrealized +49.5%
T AT&T INC 0.0%
Value ($000) $350 Shares 20,874 Est. Cost $15.28 Unrealized -7.0%
GLD SPDR GOLD TRUST 0.0%
Value ($000) $344 Shares 1,802 Est. Cost $175.80 Unrealized
GE GENERAL ELECTRIC CO 0.0%
Value ($000) $344 Shares 2,693 Est. Cost $65.10 Unrealized +40.5%
AMAT APPLIED MATERIALS INC 0.0%
Value ($000) $318 Shares 1,965 Est. Cost $14.73 Unrealized +878.8%
CARR CARRIER GLOBAL CORP 0.0%
Value ($000) $313 Shares 5,445 Est. Cost $17.13 Unrealized +200.9%
WFC WELLS FARGO & CO 0.0%
Value ($000) $312 Shares 6,334 Est. Cost $30.85 Unrealized +33.0%
ISHARES IBONDS 2025 H/Y INC ET 0.0%
Value ($000) $310 Shares 13,422 Est. Cost $23.10 Unrealized
FISV FISERV INC 0.0%
Value ($000) $309 Shares 2,325 Est. Cost $51.40 Unrealized +138.8%
TROW T ROWE PRICE GROUP INC 0.0%
Value ($000) $295 Shares 2,739 Est. Cost $48.87 Unrealized +83.5%
PYPL PAYPAL HOLDINGS INC 0.0%
Value ($000) $287 Shares 4,675 Est. Cost $58.21 Unrealized -1.8%
SHY ISHARES BARCLAYS 1-3 YEAR TR E 0.0%
Value ($000) $265 Shares 3,226 Est. Cost $59.27 Unrealized
IBMP ISHARES IBONDS DEC 2027 MUNI E 0.0%
Value ($000) $240 Shares 9,454 Est. Cost $20.72 Unrealized
IBMQ ISHARES IBONDS DEC 2028 TERM M 0.0%
Value ($000) $240 Shares 9,385 Est. Cost $25.59 Unrealized
IBMO ISHARES IBONDS DEC 2026 MUNI E 0.0%
Value ($000) $239 Shares 9,388 Est. Cost $20.96 Unrealized
MO ALTRIA GROUP INC 0.0%
Value ($000) $239 Shares 5,922 Est. Cost $19.34 Unrealized +79.9%
ISHARES IBONDS DEC 2025 MUNI E 0.0%
Value ($000) $237 Shares 8,946 Est. Cost $21.98 Unrealized
ISHARES IBONDS DEC 2024 MUNI E 0.0%
Value ($000) $237 Shares 9,145 Est. Cost $21.40 Unrealized
UPS UNITED PARCEL SERVICE CL B 0.0%
Value ($000) $230 Shares 1,463 Est. Cost $78.98 Unrealized +70.0%
TD TORONTO DOMINION BANK 0.0%
Value ($000) $224 Shares 3,474 Est. Cost $44.25 Unrealized +35.5%
GIS GENERAL MLS INC 0.0%
Value ($000) $189 Shares 2,906 Est. Cost $39.03 Unrealized +52.5%
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $189 Shares 2,109 Est. Cost $50.41 Unrealized +59.2%
NSC NORFOLK SOUTHERN CORP 0.0%
Value ($000) $180 Shares 763 Est. Cost $58.02 Unrealized +245.0%
FDX FEDEX CORPORATION 0.0%
Value ($000) $180 Shares 710 Est. Cost $110.79 Unrealized +118.7%
VUG VANGUARD GROWTH ETF 0.0%
Value ($000) $173 Shares 556 Est. Cost $175.62 Unrealized
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $157 Shares 346 Est. Cost $288.79 Unrealized +44.5%
DFAC DIMENSIONAL US CORE EQUITY 2 0.0%
Value ($000) $155 Shares 5,293 Est. Cost $29.23 Unrealized
ETN EATON CORP PLC 0.0%
Value ($000) $154 Shares 640 Est. Cost $57.83 Unrealized +272.8%
AVGO BROADCOM INC 0.0%
Value ($000) $153 Shares 137 Est. Cost $53.29 Unrealized +73.1%
DE DEERE & CO 0.0%
Value ($000) $151 Shares 377 Est. Cost $225.68 Unrealized +61.8%
DUK DUKE ENERGY CORP 0.0%
Value ($000) $151 Shares 1,552 Est. Cost $62.77 Unrealized +33.6%
VLTO VERALTO CORPORATION 0.0%
Value ($000) $147 Shares 1,792 Est. Cost $73.75 Unrealized 0.0%
TLT ISHARES 20 PLUS YEAR TREASURY BOND 0.0%
Value ($000) $146 Shares 1,478 Est. Cost $99.92 Unrealized
XBI SPDR S&P BIOTECH ETF 0.0%
Value ($000) $140 Shares 1,567 Est. Cost $80.01 Unrealized
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $139 Shares 529 Est. Cost $74.07 Unrealized +206.9%
J JACOBS SOLUTIONS INC 0.0%
Value ($000) $133 Shares 1,025 Est. Cost $100.68 Unrealized +6.2%
F FORD MOTOR CO DEL 0.0%
Value ($000) $128 Shares 10,500 Est. Cost $7.51 Unrealized +28.3%
LIN LINDE PLC 0.0%
Value ($000) $123 Shares 300 Est. Cost $326.58 Unrealized +17.5%
CMCSA COMCAST CORP-CL A 0.0%
Value ($000) $121 Shares 2,755 Est. Cost $30.00 Unrealized +33.6%
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $121 Shares 34 Est. Cost $1933.58 Unrealized +58.7%
ACN ACCENTURE PLC CL A 0.0%
Value ($000) $98 Shares 279 Est. Cost $169.84 Unrealized +84.1%
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $95 Shares 1,039 Est. Cost $54.87 Unrealized +51.3%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $94 Shares 1,159 Est. Cost $51.80 Unrealized +39.4%
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value ($000) $92 Shares 753 Est. Cost $76.04 Unrealized +43.8%
MDT MEDTRONIC PLC 0.0%
Value ($000) $89 Shares 1,076 Est. Cost $95.06 Unrealized -24.8%
SLV ISHARES SILVER TRUST 0.0%
Value ($000) $87 Shares 4,015 Est. Cost $16.22 Unrealized
CLX CLOROX COMPANY 0.0%
Value ($000) $85 Shares 597 Est. Cost $82.44 Unrealized +50.5%
BDX BECTON DICKINSON 0.0%
Value ($000) $82 Shares 335 Est. Cost $139.72 Unrealized +69.3%
MKC MCCORMICK & CO INC 0.0%
Value ($000) $77 Shares 1,131 Est. Cost $70.69 Unrealized -12.4%
DFUS DIMENSIONAL US EQUITY ETF 0.0%
Value ($000) $77 Shares 1,484 Est. Cost $51.83 Unrealized
BAX BAXTER INTL INC 0.0%
Value ($000) $76 Shares 1,955 Est. Cost $33.28 Unrealized +0.9%
BP BP PLC SPONS ADR 0.0%
Value ($000) $75 Shares 2,122 Est. Cost $34.85 Unrealized
BK BANK OF NEW YORK MELLON CORP 0.0%
Value ($000) $70 Shares 1,350 Est. Cost $21.40 Unrealized +104.1%
AEP AMERICAN ELEC PWR INC 0.0%
Value ($000) $70 Shares 865 Est. Cost $73.14 Unrealized -1.9%
DGX QUEST DIAGNOSTICS INC 0.0%
Value ($000) $69 Shares 500 Est. Cost $46.22 Unrealized +173.2%
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $69 Shares 343 Est. Cost $208.25 Unrealized
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $68 Shares 890 Est. Cost $27.62 Unrealized +5.0%
GEHC GE HEALTHCARE TECHNOLOGIES INC 0.0%
Value ($000) $67 Shares 862 Est. Cost $71.31 Unrealized -2.1%
ENB ENBRIDGE INCORPORATED 0.0%
Value ($000) $65 Shares 1,800 Est. Cost $27.20 Unrealized +8.1%
NUSC NUVEEN ESG SMALL-CAP ETF 0.0%
Value ($000) $61 Shares 1,555 Est. Cost $40.95 Unrealized
KIE SPDR S&P INSURANCE ETF 0.0%
Value ($000) $57 Shares 1,260 Est. Cost $41.27 Unrealized
KELLANOVA 0.0%
Value ($000) $56 Shares 1,000 Est. Cost $44.36 Unrealized +10.0%
MNST MONSTER BEVERAGE CORP 0.0%
Value ($000) $55 Shares 950 Est. Cost $38.36 Unrealized +39.3%
GWW GRAINGER W W INC 0.0%
Value ($000) $52 Shares 63 Est. Cost $219.67 Unrealized +244.3%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $52 Shares 118 Est. Cost $387.60 Unrealized +0.2%
DOW DOW INC 0.0%
Value ($000) $52 Shares 943 Est. Cost $37.05 Unrealized +20.5%
TFC TRUIST FINANCIAL CORP 0.0%
Value ($000) $52 Shares 1,400 Est. Cost $41.90 Unrealized -32.7%
ROP ROPER TECHNOLOGIES INC 0.0%
Value ($000) $47 Shares 87 Est. Cost $147.28 Unrealized +244.9%
CME CME GROUP INC 0.0%
Value ($000) $47 Shares 225 Est. Cost $135.79 Unrealized +43.3%
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $47 Shares 909 Est. Cost $54.06 Unrealized -5.3%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $47 Shares 238 Est. Cost $101.02 Unrealized +70.5%
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $47 Shares 455 Est. Cost $53.71 Unrealized +61.3%
GFS GLOBALFOUNDRIES INC 0.0%
Value ($000) $47 Shares 775 Est. Cost $61.57 Unrealized -10.0%
SCHW CHARLES SCHWAB CORP 0.0%
Value ($000) $47 Shares 682 Est. Cost $49.04 Unrealized +14.4%
RIO RIO TINTO PLC SPONS ADR 0.0%
Value ($000) $45 Shares 600 Est. Cost $62.22 Unrealized
GDX VANECK GOLD MINERS ETF 0.0%
Value ($000) $44 Shares 1,414 Est. Cost $34.87 Unrealized
ADSK AUTODESK INC 0.0%
Value ($000) $44 Shares 180 Est. Cost $194.40 Unrealized +11.1%
MDLZ MONDELEZ INTERNATIONAL INC 0.0%
Value ($000) $43 Shares 590 Est. Cost $47.77 Unrealized +34.6%
IEFA ISHARES CORE MSCI EAFE ETF 0.0%
Value ($000) $42 Shares 593 Est. Cost $71.30 Unrealized
BA BOEING CO 0.0%
Value ($000) $42 Shares 160 Est. Cost $232.72 Unrealized -8.1%
BBH VANECK BIOTECH ETF 0.0%
Value ($000) $41 Shares 250 Est. Cost $104.00 Unrealized
WTRG ESSENTIAL UTILITIES INC 0.0%
Value ($000) $40 Shares 1,082 Est. Cost $47.18 Unrealized -26.0%
CVS CVS HEALTH CORP 0.0%
Value ($000) $40 Shares 511 Est. Cost $57.74 Unrealized +13.3%
PENN PENN ENTERTAINMENT INC 0.0%
Value ($000) $40 Shares 1,535 Est. Cost $73.51 Unrealized -68.4%
BX BLACKSTONE INC 0.0%
Value ($000) $39 Shares 300 Est. Cost $39.22 Unrealized +160.2%
IFF INTERNATIONAL FLAVORS & FRAGRA 0.0%
Value ($000) $39 Shares 484 Est. Cost $73.35 Unrealized -6.2%
NOC NORTHROP GRUMMAN CORPORATION 0.0%
Value ($000) $38 Shares 82 Est. Cost $198.34 Unrealized +127.9%
DTE DTE ENERGY CO 0.0%
Value ($000) $35 Shares 320 Est. Cost $46.28 Unrealized +105.1%
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $35 Shares 582 Est. Cost $35.72 Unrealized +64.1%
ROST ROSS STORES INC 0.0%
Value ($000) $34 Shares 249 Est. Cost $43.44 Unrealized +180.3%
VGT VANGUARD INFO TECH ETF 0.0%
Value ($000) $33 Shares 68 Est. Cost $394.23 Unrealized
BUZZ VANECK SOCIAL SENTIMENT ETF 0.0%
Value ($000) $33 Shares 1,750 Est. Cost $24.00 Unrealized
TMP TOMPKINS FINANCIAL CORPORATION 0.0%
Value ($000) $33 Shares 540 Est. Cost $41.21 Unrealized +19.8%
AOS SMITH A O CORPORATION 0.0%
Value ($000) $32 Shares 390 Est. Cost $30.80 Unrealized +130.5%
GABELLI DIVIDEND & INCOME TRUS 0.0%
Value ($000) $32 Shares 1,485 Est. Cost $19.53 Unrealized
KMB KIMBERLY CLARK CORP 0.0%
Value ($000) $32 Shares 262 Est. Cost $84.78 Unrealized +31.2%
IAT ISHARES US REGIONAL BANKS ETF 0.0%
Value ($000) $31 Shares 735 Est. Cost $35.37 Unrealized
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $30 Shares 300 Est. Cost $32.88 Unrealized +191.1%
FE FIRSTENERGY CORP 0.0%
Value ($000) $29 Shares 801 Est. Cost $23.37 Unrealized +41.9%
GPC GENUINE PARTS CO 0.0%
Value ($000) $29 Shares 210 Est. Cost $69.27 Unrealized +85.5%
SHOP SHOPIFY INC CL A 0.0%
Value ($000) $28 Shares 360 Est. Cost $39.77 Unrealized +60.6%
MAR MARRIOTT INTERNATIONAL INC 0.0%
Value ($000) $28 Shares 122 Est. Cost $74.58 Unrealized +166.2%
EIX EDISON INTERNATIONAL 0.0%
Value ($000) $25 Shares 350 Est. Cost $38.77 Unrealized +53.5%
LABORATORY CORP OF AMERICA HOL 0.0%
Value ($000) $25 Shares 110 Est. Cost $231.84 Unrealized
CHKP CHECK POINT SOFTWARE TECH LTD 0.0%
Value ($000) $24 Shares 160 Est. Cost $82.01 Unrealized +72.3%
FDS FACTSET RESEARCH SYSTEM INC 0.0%
Value ($000) $24 Shares 51 Est. Cost $109.64 Unrealized +301.4%
MET METLIFE INC 0.0%
Value ($000) $24 Shares 361 Est. Cost $30.67 Unrealized +91.6%
TGT TARGET CORP 0.0%
Value ($000) $24 Shares 166 Est. Cost $118.96 Unrealized -5.0%
PSX PHILLIPS 66 0.0%
Value ($000) $23 Shares 175 Est. Cost $49.38 Unrealized +124.9%
MCHP MICROCHIP TECHNOLOGY INC 0.0%
Value ($000) $23 Shares 258 Est. Cost $44.33 Unrealized +73.6%
IDA IDACORP INC 0.0%
Value ($000) $23 Shares 232 Est. Cost $92.64 Unrealized +4.5%
EOG EOG RES INC 0.0%
Value ($000) $22 Shares 180 Est. Cost $69.91 Unrealized +65.3%
YUMC YUM CHINA HOLDINGS INC 0.0%
Value ($000) $21 Shares 500 Est. Cost $26.68 Unrealized +74.5%
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $21 Shares 250 Est. Cost $47.83 Unrealized +59.5%
BARRICK GOLD CORP 0.0%
Value ($000) $20 Shares 1,100 Est. Cost $17.76 Unrealized
JKHY JACK HENRY & ASSOC INC 0.0%
Value ($000) $20 Shares 120 Est. Cost $50.60 Unrealized +194.2%
WAB WABTEC CORP 0.0%
Value ($000) $19 Shares 150 Est. Cost $75.50 Unrealized +47.9%
ELV ELEVANCE HEALTH INC 0.0%
Value ($000) $18 Shares 39 Est. Cost $432.66 Unrealized +3.2%
VDE VANGUARD ENERGY ETF 0.0%
Value ($000) $18 Shares 150 Est. Cost $126.74 Unrealized
EBAY EBAY INC 0.0%
Value ($000) $17 Shares 400 Est. Cost $20.07 Unrealized +98.4%
QSR RESTAURANT BRANDS INTERNATIONA 0.0%
Value ($000) $17 Shares 216 Est. Cost $53.49 Unrealized +30.0%
DG DOLLAR GENERAL CORP 0.0%
Value ($000) $17 Shares 122 Est. Cost $76.16 Unrealized +52.2%
FFIC FLUSHING FINANCIAL CORP 0.0%
Value ($000) $16 Shares 1,000 Est. Cost $11.99 Unrealized +1.4%
EEM ISHARES MSCI EMERGING MKT ETF 0.0%
Value ($000) $16 Shares 396 Est. Cost $37.70 Unrealized
BMI BADGER METER INC 0.0%
Value ($000) $15 Shares 100 Est. Cost $155.35 Unrealized -7.6%
NBTB NBT BANCORP INC COM 0.0%
Value ($000) $15 Shares 365 Est. Cost $29.42 Unrealized +22.8%
KEY KEYCORP 0.0%
Value ($000) $15 Shares 1,057 Est. Cost $9.50 Unrealized +12.1%
LXP INDUSTRIAL TRUST REIT 0.0%
Value ($000) $15 Shares 1,500 Est. Cost $9.33 Unrealized
NDAQ NASDAQ INC 0.0%
Value ($000) $15 Shares 250 Est. Cost $56.03 Unrealized -8.6%
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $14 Shares 200 Est. Cost $31.54 Unrealized +114.9%
ASH ASHLAND INC 0.0%
Value ($000) $14 Shares 165 Est. Cost $81.42 Unrealized -7.5%
PKG PACKAGING CORP OF AMERICA 0.0%
Value ($000) $14 Shares 85 Est. Cost $43.41 Unrealized +242.7%
AIG AMERICAN INTERNATIONAL GROUP 0.0%
Value ($000) $14 Shares 200 Est. Cost $40.92 Unrealized +48.6%
WEN WENDY'S CO 0.0%
Value ($000) $13 Shares 670 Est. Cost $18.95 Unrealized +1.6%
MDY SPDR S&P MIDCAP 400 ETF TRUST 0.0%
Value ($000) $13 Shares 25 Est. Cost $244.26 Unrealized
TRI THOMSON REUTERS CORP 0.0%
Value ($000) $13 Shares 86 Est. Cost $124.59 Unrealized +2.9%
VTRS VIATRIS INC 0.0%
Value ($000) $12 Shares 1,125 Est. Cost $13.18 Unrealized -34.1%
IVV ISHARES CORE S&P 500 ETF 0.0%
Value ($000) $12 Shares 25 Est. Cost $396.44 Unrealized
R RYDER SYSTEM INC 0.0%
Value ($000) $12 Shares 100 Est. Cost $97.32 Unrealized +8.1%
PARAMOUNT GLOBAL CL B 0.0%
Value ($000) $11 Shares 776 Est. Cost $42.90 Unrealized
DKS DICK'S SPORTING GOODS INC 0.0%
Value ($000) $11 Shares 75 Est. Cost $119.39 Unrealized -3.1%
MATX MATSON INC 0.0%
Value ($000) $11 Shares 100 Est. Cost $84.76 Unrealized +9.1%
LUV SOUTHWEST AIRLINES CO 0.0%
Value ($000) $11 Shares 375 Est. Cost $27.79 Unrealized -11.0%
RY ROYAL BANK OF CANADA 0.0%
Value ($000) $10 Shares 100 Est. Cost $73.00 Unrealized +20.7%
VHT VANGUARD HEALTH CARE ETF 0.0%
Value ($000) $10 Shares 40 Est. Cost $250.00 Unrealized
KNF KNIFE RIVER CORP 0.0%
Value ($000) $10 Shares 150 Est. Cost $44.43 Unrealized +28.0%
EVANS BANCORP INC 0.0%
Value ($000) $9 Shares 300 Est. Cost $26.80 Unrealized
ROKU ROKU INC 0.0%
Value ($000) $9 Shares 100 Est. Cost $122.30 Unrealized -31.6%
CSX CSX CORP 0.0%
Value ($000) $9 Shares 252 Est. Cost $23.50 Unrealized +31.3%
AROC ARCHROCK INC 0.0%
Value ($000) $8 Shares 500 Est. Cost $10.95 Unrealized +17.3%
HOG HARLEY DAVIDSON INC 0.0%
Value ($000) $7 Shares 200 Est. Cost $34.98 Unrealized -11.9%
CMS CMS ENERGY CORP 0.0%
Value ($000) $7 Shares 121 Est. Cost $39.25 Unrealized +33.2%
SOUTHWESTERN ENERGY CO 0.0%
Value ($000) $7 Shares 1,000 Est. Cost $6.45 Unrealized
NUE NUCOR CORP 0.0%
Value ($000) $6 Shares 35 Est. Cost $35.61 Unrealized +330.4%
NOW SERVICENOW INC 0.0%
Value ($000) $6 Shares 8 Est. Cost $104.45 Unrealized +20.7%
XTL SPDR S&P TELECOM ETF 0.0%
Value ($000) $6 Shares 70 Est. Cost $69.81 Unrealized
SIRIUS XM HOLDINGS INC 0.0%
Value ($000) $5 Shares 1,000 Est. Cost $6.00 Unrealized
MFC MANULIFE FINANCIAL CORP 0.0%
Value ($000) $5 Shares 236 Est. Cost $20.78 Unrealized -7.6%
BIRK BIRKENSTOCK HOLDING PLC 0.0%
Value ($000) $5 Shares 100 Est. Cost $43.30 Unrealized 0.0%
SPG SIMON PROPERTY GROUP INC REIT 0.0%
Value ($000) $5 Shares 34 Est. Cost $107.32 Unrealized +0.9%
TMDX TRANSMEDICS GROUP INC 0.0%
Value ($000) $5 Shares 60 Est. Cost $60.33 Unrealized 0.0%
DVN DEVON ENERGY CORPORATION 0.0%
Value ($000) $5 Shares 100 Est. Cost $54.61 Unrealized -22.3%
RUM RUMBLE INC CL A 0.0%
Value ($000) $4 Shares 1,000 Est. Cost $10.96 Unrealized -55.5%
ZS ZSCALER INC 0.0%
Value ($000) $4 Shares 20 Est. Cost $149.95 Unrealized +23.5%
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $4 Shares 13 Est. Cost $298.09 Unrealized 0.0%
WBD WARNER BROS DISCOVERY INC CL A 0.0%
Value ($000) $4 Shares 382 Est. Cost $17.32 Unrealized -37.7%
TECH BIO-TECHNE CORP 0.0%
Value ($000) $4 Shares 54 Est. Cost $65.18 Unrealized 0.0%
LFUS LITTELFUSE INC 0.0%
Value ($000) $4 Shares 15 Est. Cost $239.45 Unrealized 0.0%
CEG CONSTELLATION ENERGY CORP 0.0%
Value ($000) $4 Shares 33 Est. Cost $47.25 Unrealized +143.7%
AMSC AMERICAN SUPERCONDUCTOR CORP 0.0%
Value ($000) $4 Shares 345 Est. Cost $8.30 Unrealized +1.9%
FTRE FORTREA HLDGS INC 0.0%
Value ($000) $4 Shares 110 Est. Cost $29.59 Unrealized +3.3%
WY WEYERHAEUSER CO REIT 0.0%
Value ($000) $4 Shares 110 Est. Cost $28.09 Unrealized +3.7%
TYL TYLER TECHNOLOGIES INC 0.0%
Value ($000) $4 Shares 9 Est. Cost $399.79 Unrealized 0.0%
PINS PINTEREST INC CL A 0.0%
Value ($000) $4 Shares 100 Est. Cost $27.30 Unrealized +15.1%
EXC EXELON CORP 0.0%
Value ($000) $4 Shares 100 Est. Cost $32.52 Unrealized +9.2%
FSLR FIRST SOLAR INC 0.0%
Value ($000) $3 Shares 20 Est. Cost $186.58 Unrealized -18.0%
SITE SITEONE LANDSCAPE SUPPLY INC 0.0%
Value ($000) $3 Shares 21 Est. Cost $145.78 Unrealized 0.0%
MTW MANITOWOC CO INC 0.0%
Value ($000) $3 Shares 200 Est. Cost $10.12 Unrealized +43.7%
KLG WK KELLOGG CO 0.0%
Value ($000) $3 Shares 250 Est. Cost $13.14 Unrealized
PLUG PLUG POWER INC 0.0%
Value ($000) $3 Shares 700 Est. Cost $16.38 Unrealized -68.0%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $3 Shares 83 Est. Cost $31.45 Unrealized -3.4%
AAXJ ISHARES MSCI ALL COUNTRY ASIA 0.0%
Value ($000) $3 Shares 46 Est. Cost $77.15 Unrealized
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $3 Shares 49 Est. Cost $37.17 Unrealized +40.7%
XLRE REAL ESTATE SELECT SECTOR SPDR 0.0%
Value ($000) $3 Shares 74 Est. Cost $34.82 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $3 Shares 100 Est. Cost $26.11 Unrealized
VIRGIN GALACTIC HOLDINGS INC 0.0%
Value ($000) $3 Shares 1,057 Est. Cost $16.08 Unrealized
DELL DELL TECHNOLOGIES INC CL C 0.0%
Value ($000) $3 Shares 33 Est. Cost $21.15 Unrealized +222.8%
GGG GRACO INC 0.0%
Value ($000) $3 Shares 29 Est. Cost $76.39 Unrealized 0.0%
CSGP COSTAR GROUP INC 0.0%
Value ($000) $2 Shares 26 Est. Cost $80.94 Unrealized 0.0%
BBY BEST BUY CO INC 0.0%
Value ($000) $2 Shares 29 Est. Cost $91.17 Unrealized -30.4%
XPH SPDR S&P PHARMACEUTICALS ETF 0.0%
Value ($000) $2 Shares 50 Est. Cost $41.00 Unrealized
ZTS ZOETIS INC CL A 0.0%
Value ($000) $2 Shares 10 Est. Cost $172.86 Unrealized 0.0%
TDY TELEDYNE TECHNOLOGIES INC 0.0%
Value ($000) $2 Shares 4 Est. Cost $401.38 Unrealized 0.0%
SITM SITIME CORP 0.0%
Value ($000) $2 Shares 13 Est. Cost $113.22 Unrealized 0.0%
SEDG SOLAREDGE TECHNOLOGIES INC 0.0%
Value ($000) $1 Shares 15 Est. Cost $191.85 Unrealized -52.6%
BIL SPDR BLOOMBERG 1-3 MONTH T-BIL 0.0%
Value ($000) $1 Shares 15 Est. Cost $91.40 Unrealized
TRST TRUSTCO BANK CORP NY 0.0%
Value ($000) $1 Shares 43 Est. Cost $26.84 Unrealized -5.5%
CHTR CHARTER COMMUNICATIONS INC CL 0.0%
Value ($000) $1 Shares 3 Est. Cost $487.53 Unrealized -16.4%
KMI KINDER MORGAN INC 0.0%
Value ($000) $1 Shares 50 Est. Cost $23.18 Unrealized -33.8%
CMPS COMPASS PATHWAYS LTD SPONS ADR 0.0%
Value ($000) $1 Shares 100 Est. Cost $8.75 Unrealized
LAC LITHIUM AMERICAS CORP 0.0%
Value ($000) $1 Shares 100 Est. Cost $7.45 Unrealized 0.0%
LITHIUM AMERICAS ARGENTINA C 0.0%
Value ($000) $1 Shares 100 Est. Cost $6.32 Unrealized
EMBC EMBECTA CORP 0.0%
Value ($000) $1 Shares 29 Est. Cost $25.42 Unrealized -41.2%
OGN ORGANON & CO 0.0%
Value ($000) $0 Shares 17 Est. Cost $27.02 Unrealized -54.4%
MIND MEDICINE MINDMED INC 0.0%
Value ($000) $0 Shares 66 Est. Cost Unrealized
VOD VODAFONE GROUP SPONS ADR 0.0%
Value ($000) $0 Shares 18 Est. Cost $13.51 Unrealized
KD KYNDRYL HOLDINGS INC 0.0%
Value ($000) $0 Shares 6 Est. Cost $18.81 Unrealized -9.1%
GREENLANE HOLDINGS INC CL A 0.0%
Value ($000) $0 Shares 11 Est. Cost $1.00 Unrealized