RESOURCES MANAGEMENT CORP /CT/ /ADV Diversified Active

CIK: 0000749044 · Show all filings

Period: Q3 2022 (← Previous) (Next →)

Filing Date: Nov 15, 2022

Total Value ($000): $579,532 (100.0% shares, 0.0% debt)

Holdings (491)

AAPL APPLE INC 6.0%
Value ($000) $34,785 Shares 251,701 Est. Cost $91.24 Unrealized +69.1%
MSFT MICROSOFT CORP 4.8%
Value ($000) $27,954 Shares 120,024 Est. Cost $100.81 Unrealized +154.8%
NEE NEXTERA ENERGY INC 3.4%
Value ($000) $19,816 Shares 252,727 Est. Cost $57.98 Unrealized +33.0%
MCD MCDONALD'S CORP 2.9%
Value ($000) $16,978 Shares 73,581 Est. Cost $135.34 Unrealized +74.6%
JNJ JOHNSON & JOHNSON 2.6%
Value ($000) $15,012 Shares 91,895 Est. Cost $108.04 Unrealized +41.5%
JPM JPMORGAN CHASE & CO 2.6%
Value ($000) $14,822 Shares 141,841 Est. Cost $92.66 Unrealized +14.0%
HD HOME DEPOT INC 2.4%
Value ($000) $13,844 Shares 50,170 Est. Cost $169.84 Unrealized +59.4%
APH AMPHENOL CORP CLASS A 2.4%
Value ($000) $13,749 Shares 205,330 Est. Cost $26.30 Unrealized +33.9%
DHR DANAHER CORP 2.4%
Value ($000) $13,645 Shares 52,828 Est. Cost $89.60 Unrealized +168.6%
PEP PEPSICO INC 2.3%
Value ($000) $13,200 Shares 80,854 Est. Cost $90.72 Unrealized +70.2%
ACN ACCENTURE PLC CLASS A 2.2%
Value ($000) $12,923 Shares 50,226 Est. Cost $149.23 Unrealized +84.1%
ABBV ABBVIE INC 2.1%
Value ($000) $11,949 Shares 89,031 Est. Cost $68.13 Unrealized +86.6%
PG PROCTER & GAMBLE CO 2.0%
Value ($000) $11,830 Shares 93,703 Est. Cost $67.79 Unrealized +92.6%
CVS CVS HEALTH CORP 1.9%
Value ($000) $11,197 Shares 117,410 Est. Cost $55.84 Unrealized +56.9%
TJX TJX COMPANIES INC 1.5%
Value ($000) $8,769 Shares 141,167 Est. Cost $46.29 Unrealized +29.4%
GOOGL ALPHABET INC CLASS A 1.5%
Value ($000) $8,543 Shares 89,313 Est. Cost $107.84 Unrealized +2.1%
BLACKROCK INC 1.5%
Value ($000) $8,526 Shares 15,494 Est. Cost $483.87 Unrealized
CVX CHEVRON CORP 1.5%
Value ($000) $8,481 Shares 59,032 Est. Cost $87.77 Unrealized +51.3%
ITW ILLINOIS TOOL WORKS INC 1.4%
Value ($000) $8,158 Shares 45,158 Est. Cost $119.40 Unrealized +52.2%
UPS UNITED PARCEL SERVICE INC (UPS) CLASS B 1.4%
Value ($000) $7,960 Shares 49,274 Est. Cost $92.28 Unrealized +73.9%
PFE PFIZER INC 1.4%
Value ($000) $7,840 Shares 179,148 Est. Cost $27.65 Unrealized +46.1%
COST COSTCO WHOLESALE CORP 1.3%
Value ($000) $7,313 Shares 15,486 Est. Cost $287.48 Unrealized +73.3%
TD TORONTO-DOMINION BANK 1.2%
Value ($000) $6,938 Shares 113,121 Est. Cost $59.55 Unrealized +8.7%
ABT ABBOTT LABORATORIES 1.0%
Value ($000) $5,987 Shares 61,871 Est. Cost $66.74 Unrealized +49.9%
HON HONEYWELL INTERNATIONAL INC 1.0%
Value ($000) $5,864 Shares 35,121 Est. Cost $132.51 Unrealized +22.4%
UNH UNITEDHEALTH GROUP INC 1.0%
Value ($000) $5,859 Shares 11,601 Est. Cost $230.64 Unrealized +114.7%
ADP AUTOMATIC DATA PROCESSING INC 1.0%
Value ($000) $5,578 Shares 24,659 Est. Cost $120.81 Unrealized +81.3%
BAC BANK OF AMERICA CORPORATION 0.9%
Value ($000) $5,497 Shares 182,017 Est. Cost $25.23 Unrealized +21.3%
ORLY O'REILLY AUTOMOTIVE INC 0.9%
Value ($000) $5,071 Shares 7,210 Est. Cost $24.59 Unrealized +89.6%
RJF RAYMOND JAMES FINANCIAL INC 0.9%
Value ($000) $5,035 Shares 61,400 Est. Cost $95.96 Unrealized +0.3%
PNC PNC FINANCIAL SERVICES GROUP INC 0.9%
Value ($000) $5,024 Shares 33,624 Est. Cost $109.37 Unrealized +29.8%
BMY BRISTOL-MYERS SQUIBB COMPANY 0.8%
Value ($000) $4,906 Shares 69,016 Est. Cost $45.11 Unrealized +38.1%
VAW VANGUARD MATERIALS ETF 0.8%
Value ($000) $4,840 Shares 32,611 Est. Cost $131.10 Unrealized
XOM EXXON MOBIL CORPORATION 0.8%
Value ($000) $4,814 Shares 55,133 Est. Cost $58.01 Unrealized +40.2%
AVGO BROADCOM LTD 0.8%
Value ($000) $4,632 Shares 10,432 Est. Cost $29.45 Unrealized +63.3%
FISV FISERV INC 0.8%
Value ($000) $4,617 Shares 49,345 Est. Cost $79.10 Unrealized +28.8%
STZ CONSTELLATION BRANDS INC CLASS A 0.7%
Value ($000) $4,171 Shares 18,161 Est. Cost $186.28 Unrealized +23.2%
DIS WALT DISNEY CO 0.7%
Value ($000) $4,076 Shares 43,205 Est. Cost $126.93 Unrealized -17.6%
QCOM QUALCOMM INC 0.7%
Value ($000) $3,928 Shares 34,765 Est. Cost $75.55 Unrealized +68.2%
CSCO CISCO SYSTEMS INC 0.6%
Value ($000) $3,486 Shares 87,143 Est. Cost $36.60 Unrealized +9.4%
IBM INTERNATIONAL BUSINESS MACHINES CORP 0.6%
Value ($000) $3,450 Shares 29,042 Est. Cost $100.72 Unrealized +14.8%
SYK STRYKER CORPORATION 0.6%
Value ($000) $3,280 Shares 16,192 Est. Cost $164.70 Unrealized +23.3%
TSCO TRACTOR SUPPLY CO 0.6%
Value ($000) $3,262 Shares 17,549 Est. Cost $23.08 Unrealized +59.0%
INTC INTEL CORP 0.5%
Value ($000) $3,163 Shares 122,738 Est. Cost $41.68 Unrealized -22.5%
ORCL ORACLE CORPORATION 0.5%
Value ($000) $3,113 Shares 50,979 Est. Cost $43.58 Unrealized +61.0%
SPY SPDR S&P 500 ETF 0.5%
Value ($000) $3,099 Shares 8,677 Est. Cost $290.86 Unrealized
WMT WAL-MART STORES INC 0.5%
Value ($000) $2,982 Shares 22,994 Est. Cost $31.75 Unrealized +32.3%
VLO VALERO ENERGY CORP 0.5%
Value ($000) $2,964 Shares 27,741 Est. Cost $71.97 Unrealized +38.0%
BX BLACKSTONE INC 0.5%
Value ($000) $2,776 Shares 33,168 Est. Cost $64.36 Unrealized +35.6%
PLD PROLOGIS INC 0.5%
Value ($000) $2,674 Shares 26,321 Est. Cost $77.30 Unrealized +44.2%
VZ VERIZON COMMUNICATIONS INC 0.5%
Value ($000) $2,671 Shares 70,351 Est. Cost $37.14 Unrealized -3.7%
LMT LOCKHEED MARTIN CORP 0.4%
Value ($000) $2,602 Shares 6,736 Est. Cost $289.87 Unrealized +31.4%
LOW LOWE'S COMPANIES INC 0.4%
Value ($000) $2,602 Shares 13,853 Est. Cost $91.02 Unrealized +100.4%
TMUS T-MOBILE US INC 0.4%
Value ($000) $2,579 Shares 19,225 Est. Cost $124.50 Unrealized +9.0%
OMC OMNICOM GROUP INC 0.4%
Value ($000) $2,518 Shares 39,916 Est. Cost $59.91 Unrealized +0.6%
DUK DUKE ENERGY CORPORATION 0.4%
Value ($000) $2,466 Shares 26,506 Est. Cost $60.19 Unrealized +56.2%
FHN FIRST HORIZON CORP 0.4%
Value ($000) $2,455 Shares 107,210 Est. Cost $16.00 Unrealized +25.5%
RMD RESMED INC 0.4%
Value ($000) $2,312 Shares 10,590 Est. Cost $144.40 Unrealized +52.8%
PARAMOUNT GLOBAL CLASS B COMMON STOCK 0.4%
Value ($000) $2,214 Shares 116,257 Est. Cost $31.10 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.4%
Value ($000) $2,199 Shares 4,336 Est. Cost $424.35 Unrealized +30.6%
BMO BANK OF MONTREAL 0.4%
Value ($000) $2,194 Shares 25,030 Est. Cost $59.50 Unrealized +40.6%
AMZN AMAZON.COM INC 0.4%
Value ($000) $2,051 Shares 18,153 Est. Cost $125.20 Unrealized +1.0%
EMR EMERSON ELECTRIC CO 0.3%
Value ($000) $1,986 Shares 27,125 Est. Cost $64.31 Unrealized +20.7%
IVV ISHARES CORE S&P 500 ETF 0.3%
Value ($000) $1,965 Shares 5,478 Est. Cost $293.27 Unrealized
CRWD CROWDSTRIKE HOLDINGS INC 0.3%
Value ($000) $1,953 Shares 11,850 Est. Cost $172.63 Unrealized +6.0%
UNP UNION PACIFIC CORP 0.3%
Value ($000) $1,911 Shares 9,808 Est. Cost $129.43 Unrealized +57.8%
PKG PACKAGING CORP OF AMERICA 0.3%
Value ($000) $1,875 Shares 16,700 Est. Cost $88.80 Unrealized +37.1%
TT TRANE TECHNOLOGIES PLC 0.3%
Value ($000) $1,872 Shares 12,927 Est. Cost $96.06 Unrealized +49.5%
SBUX STARBUCKS CORP 0.3%
Value ($000) $1,839 Shares 21,830 Est. Cost $74.61 Unrealized +5.0%
GILD GILEAD SCIENCES INC 0.3%
Value ($000) $1,754 Shares 28,437 Est. Cost $56.53 Unrealized -1.3%
NXPI NXP SEMICONDUCTORS NV 0.3%
Value ($000) $1,736 Shares 11,772 Est. Cost $173.85 Unrealized -9.7%
SPIRIT REALTY CAPITAL INC 0.3%
Value ($000) $1,635 Shares 45,214 Est. Cost $39.59 Unrealized
V VISA INC CLASS A 0.3%
Value ($000) $1,573 Shares 8,853 Est. Cost $140.21 Unrealized +41.5%
CAT CATERPILLAR INC 0.3%
Value ($000) $1,514 Shares 9,225 Est. Cost $120.63 Unrealized +42.8%
NVDA NVIDIA Corp 0.3%
Value ($000) $1,510 Shares 12,441 Est. Cost $19.91 Unrealized -20.7%
DLR DIGITAL REALTY TRUST INC 0.3%
Value ($000) $1,505 Shares 15,177 Est. Cost $101.63 Unrealized +6.8%
MRK MERCK & CO INC 0.3%
Value ($000) $1,491 Shares 17,312 Est. Cost $53.04 Unrealized +51.6%
CRM SALESFORCE.COM INC 0.3%
Value ($000) $1,485 Shares 10,323 Est. Cost $228.13 Unrealized -26.6%
KMB KIMBERLY-CLARK CORP 0.2%
Value ($000) $1,390 Shares 12,350 Est. Cost $86.98 Unrealized +31.4%
LULU LULULEMON ATHLETICA INC 0.2%
Value ($000) $1,379 Shares 4,933 Est. Cost $293.29 Unrealized +5.7%
WFC WELLS FARGO & CO 0.2%
Value ($000) $1,375 Shares 34,195 Est. Cost $46.51 Unrealized -15.3%
NKE NIKE INC B 0.2%
Value ($000) $1,371 Shares 16,498 Est. Cost $117.09 Unrealized -13.3%
GD GENERAL DYNAMICS CORP 0.2%
Value ($000) $1,340 Shares 6,318 Est. Cost $163.84 Unrealized +28.7%
AVY AVERY DENNISON CORP 0.2%
Value ($000) $1,324 Shares 8,136 Est. Cost $112.82 Unrealized +51.2%
PANW PALO ALTO NETWORKS INC. 0.2%
Value ($000) $1,323 Shares 8,079 Est. Cost $70.78 Unrealized +22.3%
WM WASTE MANAGEMENT INC 0.2%
Value ($000) $1,217 Shares 7,597 Est. Cost $101.08 Unrealized +54.8%
APD AIR PRODUCTS & CHEMICALS INC 0.2%
Value ($000) $1,165 Shares 5,007 Est. Cost $142.33 Unrealized +59.0%
AME AMETEK INC 0.2%
Value ($000) $1,164 Shares 10,260 Est. Cost $73.35 Unrealized +59.8%
SBNY SIGNATURE BANK 0.2%
Value ($000) $1,149 Shares 7,610 Est. Cost $227.19 Unrealized
BRK/B BERKSHIRE HATHAWAY INC B 0.2%
Value ($000) $1,147 Shares 4,295 Est. Cost $213.15 Unrealized +33.5%
CB CHUBB LTD 0.2%
Value ($000) $1,139 Shares 6,263 Est. Cost $132.83 Unrealized +36.8%
KO COCA-COLA CO 0.2%
Value ($000) $1,136 Shares 20,273 Est. Cost $36.64 Unrealized +53.0%
NSC NORFOLK SOUTHERN CORP 0.2%
Value ($000) $1,122 Shares 5,353 Est. Cost $164.08 Unrealized +35.8%
LAM RESEARCH CORP 0.2%
Value ($000) $1,118 Shares 3,054 Est. Cost $194.78 Unrealized
STAG STAG INDUSTRIAL INC 0.2%
Value ($000) $1,115 Shares 39,231 Est. Cost $31.35 Unrealized
SVB FINANCIAL GROUP 0.2%
Value ($000) $1,110 Shares 3,305 Est. Cost $429.08 Unrealized
VFC VF CORP 0.2%
Value ($000) $1,106 Shares 36,961 Est. Cost $85.24 Unrealized -49.4%
XPO XPO LOGISTICS INC 0.2%
Value ($000) $1,022 Shares 22,966 Est. Cost $41.00 Unrealized -24.0%
MTB M&T BANK CORP 0.2%
Value ($000) $1,019 Shares 5,781 Est. Cost $149.88 Unrealized +5.4%
TRV TRAVELERS COMPANIES INC 0.2%
Value ($000) $1,017 Shares 6,642 Est. Cost $109.87 Unrealized +38.5%
ZTS ZOETIS INC 0.2%
Value ($000) $1,009 Shares 6,803 Est. Cost $162.66 Unrealized -0.7%
BNS BANK OF NOVA SCOTIA 0.2%
Value ($000) $1,006 Shares 21,151 Est. Cost $39.70 Unrealized +19.3%
BSX BOSTON SCIENTIFIC CORP 0.2%
Value ($000) $1,001 Shares 25,839 Est. Cost $38.25 Unrealized +4.9%
NEW YORK COMMUNITY BANCORP INC 0.2%
Value ($000) $981 Shares 115,055 Est. Cost $10.83 Unrealized
D DOMINION ENERGY INC 0.2%
Value ($000) $977 Shares 14,134 Est. Cost $51.52 Unrealized +32.7%
CBRL CRACKER BARREL OLD COUNTRY STORE INC 0.2%
Value ($000) $969 Shares 10,462 Est. Cost $106.44 Unrealized -18.5%
USB U.S. BANCORP 0.2%
Value ($000) $950 Shares 23,550 Est. Cost $39.58 Unrealized -0.9%
FITB FIFTH THIRD BANCORP 0.2%
Value ($000) $927 Shares 29,000 Est. Cost $22.00 Unrealized +35.9%
CL COLGATE-PALMOLIVE CO 0.2%
Value ($000) $909 Shares 12,946 Est. Cost $55.97 Unrealized +29.5%
DOW DOW CHEMICAL CO 0.2%
Value ($000) $908 Shares 20,674 Est. Cost $35.54 Unrealized +16.7%
COP CONOCOPHILLIPS 0.2%
Value ($000) $887 Shares 8,666 Est. Cost $56.04 Unrealized +57.3%
AMGN AMGEN INC 0.2%
Value ($000) $871 Shares 3,862 Est. Cost $162.72 Unrealized +33.9%
SO SOUTHERN CO 0.1%
Value ($000) $867 Shares 12,745 Est. Cost $36.35 Unrealized +84.2%
PSX PHILLIPS 66 0.1%
Value ($000) $840 Shares 10,405 Est. Cost $81.47 Unrealized -7.5%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.1%
Value ($000) $822 Shares 22,616 Est. Cost $43.26 Unrealized
WASH WASHINGTON TRUST BANCORP INC 0.1%
Value ($000) $816 Shares 17,550 Est. Cost $38.42 Unrealized +3.5%
GXO GXO LOGISTICS INC 0.1%
Value ($000) $813 Shares 23,176 Est. Cost $74.59 Unrealized -40.8%
SHW SHERWIN-WILLIAMS CO 0.1%
Value ($000) $805 Shares 3,933 Est. Cost $258.72 Unrealized -11.2%
WEC WEC ENERGY GROUP INC 0.1%
Value ($000) $775 Shares 8,662 Est. Cost $53.21 Unrealized +70.5%
WBS WEBSTER FINANCIAL CORP 0.1%
Value ($000) $773 Shares 17,110 Est. Cost $65.05 Unrealized -28.9%
XLE SELECT SECTOR SPDR TRUST SHS BEN INT ENERGY 0.1%
Value ($000) $768 Shares 10,666 Est. Cost $43.94 Unrealized
ADI ANALOG DEVICES INC 0.1%
Value ($000) $764 Shares 5,486 Est. Cost $152.96 Unrealized -2.6%
CHCO CITY HOLDING CO 0.1%
Value ($000) $763 Shares 8,600 Est. Cost $64.29 Unrealized +20.5%
GBCI GLACIER BANCORP INC 0.1%
Value ($000) $762 Shares 15,500 Est. Cost $45.13 Unrealized 0.0%
CMI CUMMINS INC 0.1%
Value ($000) $755 Shares 3,710 Est. Cost $205.79 Unrealized -4.7%
GIS GENERAL MILLS INC 0.1%
Value ($000) $749 Shares 9,778 Est. Cost $36.36 Unrealized +86.4%
XYL XYLEM INC 0.1%
Value ($000) $744 Shares 8,518 Est. Cost $88.68 Unrealized -1.6%
CSX CSX CORP 0.1%
Value ($000) $742 Shares 27,870 Est. Cost $27.80 Unrealized +6.5%
C CITIGROUP INC 0.1%
Value ($000) $735 Shares 17,633 Est. Cost $50.14 Unrealized -12.9%
UBSI UNITED BANKSHARES INC 0.1%
Value ($000) $733 Shares 20,500 Est. Cost $38.02 Unrealized -2.0%
ROG ROGERS CORP 0.1%
Value ($000) $726 Shares 3,000 Est. Cost $131.57 Unrealized +96.8%
BOH BANK OF HAWAII CORP 0.1%
Value ($000) $723 Shares 9,500 Est. Cost $62.66 Unrealized +6.8%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $721 Shares 5,348 Est. Cost $98.29 Unrealized +47.5%
ITRI ITRON INC 0.1%
Value ($000) $719 Shares 17,082 Est. Cost $73.80 Unrealized -32.5%
STT STATE STREET CORP 0.1%
Value ($000) $711 Shares 11,690 Est. Cost $69.46 Unrealized -12.6%
PYPL PAYPAL HOLDINGS INC 0.1%
Value ($000) $709 Shares 8,234 Est. Cost $191.81 Unrealized -53.9%
FTV FORTIVE CORP 0.1%
Value ($000) $707 Shares 12,119 Est. Cost $49.45 Unrealized -6.8%
MA MASTERCARD INC A 0.1%
Value ($000) $703 Shares 2,471 Est. Cost $256.55 Unrealized +26.7%
CMG CHIPOTLE MEXICAN GRILL INC CLASS A 0.1%
Value ($000) $699 Shares 465 Est. Cost $27.43 Unrealized +13.0%
CMCSA COMCAST CORP CLASS A 0.1%
Value ($000) $695 Shares 23,704 Est. Cost $35.24 Unrealized -4.4%
AB ALLIANCEBERNSTEIN HOLDING L.P. 0.1%
Value ($000) $693 Shares 19,775 Est. Cost $30.43 Unrealized
STBA S&T BANCORP INC 0.1%
Value ($000) $686 Shares 23,400 Est. Cost $40.35 Unrealized -25.6%
TRMK TRUSTMARK CORP 0.1%
Value ($000) $686 Shares 22,400 Est. Cost $27.85 Unrealized +2.6%
MFC MANULIFE FINANCIAL CORP 0.1%
Value ($000) $685 Shares 43,713 Est. Cost $17.66 Unrealized -0.7%
WRB WR BERKLEY CORP 0.1%
Value ($000) $685 Shares 10,603 Est. Cost $27.11 Unrealized +47.5%
TFC TRUIST FINL CORP COM 0.1%
Value ($000) $662 Shares 15,200 Est. Cost $41.32 Unrealized -2.7%
SWKS SKYWORKS SOLUTIONS INC 0.1%
Value ($000) $658 Shares 7,715 Est. Cost $79.67 Unrealized +15.6%
WSFS WSFS FINANCIAL CORP 0.1%
Value ($000) $650 Shares 13,995 Est. Cost $41.15 Unrealized +13.6%
PH PARKER HANNIFIN CORP 0.1%
Value ($000) $636 Shares 2,624 Est. Cost $175.56 Unrealized +47.6%
ACTIVISION BLIZZARD INC 0.1%
Value ($000) $634 Shares 8,525 Est. Cost $78.57 Unrealized
BKU BANKUNITED INC 0.1%
Value ($000) $630 Shares 18,450 Est. Cost $31.85 Unrealized +3.2%
GOOG ALPHABET INC C 0.1%
Value ($000) $612 Shares 6,360 Est. Cost $108.26 Unrealized +2.4%
WSBC WESBANCO INC 0.1%
Value ($000) $594 Shares 17,800 Est. Cost $47.14 Unrealized -28.0%
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $592 Shares 2,655 Est. Cost $221.76 Unrealized +5.8%
FIBK FIRST INTERSTATE BANCSYSTEM INC 0.1%
Value ($000) $589 Shares 14,600 Est. Cost $30.51 Unrealized +5.4%
NBTB NBT BANCORP INC 0.1%
Value ($000) $573 Shares 15,100 Est. Cost $39.84 Unrealized -0.9%
TGT TARGET CORP 0.1%
Value ($000) $562 Shares 3,785 Est. Cost $146.58 Unrealized -2.5%
DG DOLLAR GENERAL CORP 0.1%
Value ($000) $559 Shares 2,330 Est. Cost $168.78 Unrealized +37.5%
PPG PPG INDUSTRIES INC 0.1%
Value ($000) $548 Shares 4,951 Est. Cost $98.47 Unrealized +16.7%
MRVL MARVELL TECHNOLOGY INC 0.1%
Value ($000) $514 Shares 11,974 Est. Cost $53.07 Unrealized -8.0%
GLD SPDR GOLD SHARES TRUST 0.1%
Value ($000) $510 Shares 3,300 Est. Cost $112.71 Unrealized
LINDE PLC 0.1%
Value ($000) $505 Shares 1,872 Est. Cost $159.73 Unrealized
INDB INDEPENDENT BANK CORP 0.1%
Value ($000) $503 Shares 6,750 Est. Cost $69.38 Unrealized +2.5%
PPL PPL CORP 0.1%
Value ($000) $502 Shares 19,785 Est. Cost $22.57 Unrealized +12.8%
CBU COMMUNITY BANK SYSTEM INC 0.1%
Value ($000) $496 Shares 8,250 Est. Cost $51.28 Unrealized +14.3%
BOKF BOK FINANCIAL CORP 0.1%
Value ($000) $493 Shares 5,550 Est. Cost $82.03 Unrealized -3.0%
DCOM DIME COMMUNITY BANCSHARES INC 0.1%
Value ($000) $468 Shares 15,989 Est. Cost $17.83 Unrealized +55.4%
UMPQUA HOLDINGS CORP 0.1%
Value ($000) $467 Shares 27,300 Est. Cost $20.62 Unrealized
FDX FEDEX CORP 0.1%
Value ($000) $465 Shares 3,130 Est. Cost $211.66 Unrealized -7.5%
AUB ATLANTIC UN BANKSHARES CORP 0.1%
Value ($000) $462 Shares 15,200 Est. Cost $29.31 Unrealized -0.1%
FFBC FIRST FINANCIAL BANCORP 0.1%
Value ($000) $458 Shares 21,715 Est. Cost $22.64 Unrealized -16.4%
CMA COMERICA INC 0.1%
Value ($000) $455 Shares 6,400 Est. Cost $66.15 Unrealized 0.0%
OXFORD LANE CAP COR PFD SER 2027 PRF 0.1%
Value ($000) $446 Shares 19,400 Est. Cost $25.26 Unrealized
TTD THE TRADE DESK INC COM CL A 0.1%
Value ($000) $442 Shares 7,390 Est. Cost $60.59 Unrealized -6.1%
ENPH ENPHASE ENERGY INC 0.1%
Value ($000) $432 Shares 1,557 Est. Cost $163.48 Unrealized +65.0%
CHD CHURCH & DWIGHT COMPANY INC. 0.1%
Value ($000) $431 Shares 6,038 Est. Cost $51.78 Unrealized +60.0%
LEG LEGGETT & PLATT INC 0.1%
Value ($000) $425 Shares 12,790 Est. Cost $44.68 Unrealized -15.0%
AFL AFLAC INC 0.1%
Value ($000) $420 Shares 7,475 Est. Cost $38.48 Unrealized +41.8%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.1%
Value ($000) $419 Shares 11,494 Est. Cost $41.25 Unrealized
CARR CARRIER GLOBAL CORP-WI 0.1%
Value ($000) $414 Shares 11,629 Est. Cost $17.13 Unrealized +119.5%
EEM ISHARES MSCI EMERGING MARKETS 0.1%
Value ($000) $391 Shares 11,216 Est. Cost $42.92 Unrealized
FBNC FIRST BANCORP 0.1%
Value ($000) $391 Shares 10,700 Est. Cost $35.66 Unrealized -4.9%
HLI HOULIHAN LOKEY INC 0.1%
Value ($000) $387 Shares 5,135 Est. Cost $53.13 Unrealized +43.6%
BR BROADRIDGE FINANCIAL SOLUTIONS INC 0.1%
Value ($000) $381 Shares 2,640 Est. Cost $114.70 Unrealized +33.5%
NFLX NETFLIX INC 0.1%
Value ($000) $380 Shares 1,612 Est. Cost $37.39 Unrealized -40.6%
PM PHILIP MORRIS INTERNATIONAL INC 0.1%
Value ($000) $377 Shares 4,546 Est. Cost $55.49 Unrealized +45.9%
ES EVERSOURCE ENERGY 0.1%
Value ($000) $376 Shares 4,828 Est. Cost $51.84 Unrealized +46.7%
NSRGY NESTLE SA ADR 0.1%
Value ($000) $374 Shares 3,475 Est. Cost $84.60 Unrealized
VLY VALLEY NATIONAL BANCORP 0.1%
Value ($000) $370 Shares 34,300 Est. Cost $12.92 Unrealized -10.7%
EOG EOG RESOURCES INC 0.1%
Value ($000) $353 Shares 3,158 Est. Cost $59.71 Unrealized +63.6%
ICE INTERCONTINENTAL EXCHANGE INC 0.1%
Value ($000) $351 Shares 3,890 Est. Cost $95.00 Unrealized +0.8%
ALL ALLSTATE CORP 0.1%
Value ($000) $344 Shares 2,760 Est. Cost $82.07 Unrealized +39.6%
ARE ALEXANDRIA REAL ESTATE EQUITIES INC 0.1%
Value ($000) $343 Shares 2,447 Est. Cost $146.43 Unrealized -11.4%
ARI APOLLO COMMERCIAL REAL ESTATE FINANCE INC 0.1%
Value ($000) $343 Shares 41,315 Est. Cost $17.39 Unrealized
EFA ISHARES MSCI EAFE ETF 0.1%
Value ($000) $323 Shares 5,766 Est. Cost $67.98 Unrealized
IR INGERSOLL-RAND PLC 0.1%
Value ($000) $314 Shares 7,269 Est. Cost $32.40 Unrealized +44.8%
BARNES GROUP INC 0.1%
Value ($000) $310 Shares 10,725 Est. Cost $70.99 Unrealized
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $308 Shares 654 Est. Cost $348.21 Unrealized +29.4%
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $300 Shares 1,600 Est. Cost $288.56 Unrealized -25.6%
VOO VANGUARD 500 ETF 0.1%
Value ($000) $297 Shares 904 Est. Cost $276.60 Unrealized
DEO DIAGEO PLC 0.1%
Value ($000) $297 Shares 1,751 Est. Cost $141.69 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORP A 0.1%
Value ($000) $290 Shares 5,048 Est. Cost $70.24 Unrealized -11.8%
MDT MEDTRONIC PLC 0.0%
Value ($000) $285 Shares 3,525 Est. Cost $80.21 Unrealized +0.7%
LABORATORY CORP OF AMERICA HLDGS 0.0%
Value ($000) $284 Shares 1,385 Est. Cost $173.41 Unrealized
TSLA TESLA MOTORS INC 0.0%
Value ($000) $282 Shares 1,063 Est. Cost $241.79 Unrealized +15.5%
GE GENERAL ELECTRIC CO 0.0%
Value ($000) $282 Shares 4,559 Est. Cost $65.27 Unrealized -33.8%
INTU INTUIT INC 0.0%
Value ($000) $267 Shares 690 Est. Cost $204.54 Unrealized +106.6%
DOC HEALTHPEAK PROPERTIES ORD 0.0%
Value ($000) $266 Shares 11,605 Est. Cost $23.89 Unrealized -9.6%
U.S. BANCORP 0.0%
Value ($000) $264 Shares 355 Est. Cost $960.38 Unrealized
MGA MAGNA INTERNATIONAL INC 0.0%
Value ($000) $260 Shares 5,483 Est. Cost $67.90 Unrealized -24.2%
BCE BCE INC 0.0%
Value ($000) $257 Shares 6,125 Est. Cost $26.42 Unrealized +42.5%
AWK AMERICAN WATER WORKS CO INC 0.0%
Value ($000) $256 Shares 1,963 Est. Cost $105.13 Unrealized +33.2%
MMM 3M CO 0.0%
Value ($000) $256 Shares 2,319 Est. Cost $129.21 Unrealized -25.4%
SNA SNAP-ON INC 0.0%
Value ($000) $253 Shares 1,257 Est. Cost $133.37 Unrealized +47.9%
PFF ISHARES U.S. PREFERRED STOCK ETF 0.0%
Value ($000) $243 Shares 7,675 Est. Cost $36.97 Unrealized
MRSH MARSH & MCLENNAN COMPANIES INC 0.0%
Value ($000) $243 Shares 1,631 Est. Cost $76.25 Unrealized +99.8%
XLF FINANCIAL SELECT SECTOR SPDR ETF 0.0%
Value ($000) $237 Shares 7,798 Est. Cost $27.74 Unrealized
VB VANGUARD SMALL CAP ETF 0.0%
Value ($000) $235 Shares 1,375 Est. Cost $152.74 Unrealized
GPC GENUINE PARTS CO 0.0%
Value ($000) $235 Shares 1,575 Est. Cost $79.16 Unrealized +73.6%
BXMT BLACKSTONE MORTGAGE TTUST INC A 0.0%
Value ($000) $232 Shares 9,953 Est. Cost $29.62 Unrealized
DVN DEVON ENERGY CORP 0.0%
Value ($000) $232 Shares 3,850 Est. Cost $53.07 Unrealized -0.2%
MO ALTRIA GROUP INC 0.0%
Value ($000) $229 Shares 5,678 Est. Cost $33.55 Unrealized -1.4%
QRVO QORVO INC 0.0%
Value ($000) $224 Shares 2,819 Est. Cost $172.67 Unrealized -44.0%
MDLZ MONDELEZ INTERNATIONAL INC CLASS A 0.0%
Value ($000) $213 Shares 3,880 Est. Cost $35.59 Unrealized +59.0%
META META PLATFORMS INC CLASS A 0.0%
Value ($000) $212 Shares 1,563 Est. Cost $213.40 Unrealized -24.6%
AJG ARTHUR J. GALLAGHER & CO 0.0%
Value ($000) $211 Shares 1,230 Est. Cost $64.99 Unrealized +164.4%
T AT&T INC 0.0%
Value ($000) $210 Shares 13,658 Est. Cost $14.78 Unrealized +2.0%
FIS FIDELITY NATIONAL INFORMATION SERVICES INC 0.0%
Value ($000) $204 Shares 2,695 Est. Cost $97.81 Unrealized -12.8%
MDY SPDR S&P MIDCAP 400 ETF 0.0%
Value ($000) $203 Shares 506 Est. Cost $366.96 Unrealized
ALLE ALLEGION PLC 0.0%
Value ($000) $202 Shares 2,257 Est. Cost $76.93 Unrealized +23.0%
XLV SELECT SECTOR SPDR TRUST THE HEALTH CARE SELECT SE 0.0%
Value ($000) $183 Shares 1,515 Est. Cost $95.66 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHAR 0.0%
Value ($000) $174 Shares 1,285 Est. Cost $130.78 Unrealized
HASI HANNON ARMSTRONG SUSTAINABLE INFRASTRUCTURE CAPITAL 0.0%
Value ($000) $173 Shares 5,784 Est. Cost $37.88 Unrealized -19.6%
ILMN ILLUMINA INC 0.0%
Value ($000) $172 Shares 900 Est. Cost $320.09 Unrealized -38.2%
VNQ VANGUARD REIT ETF 0.0%
Value ($000) $172 Shares 2,146 Est. Cost $80.62 Unrealized
XLI INDUSTRIAL SELECT SECTOR SPDR ETF 0.0%
Value ($000) $168 Shares 2,030 Est. Cost $78.62 Unrealized
XLY SELECT SECTOR SPDR FUND SHS BEN CONSUMER DISCRETIO 0.0%
Value ($000) $162 Shares 1,140 Est. Cost $117.78 Unrealized
WWD WOODWARD INC 0.0%
Value ($000) $161 Shares 2,000 Est. Cost $76.64 Unrealized +20.5%
BP BP PLC ADR 0.0%
Value ($000) $158 Shares 5,550 Est. Cost $44.82 Unrealized
NWL NEWELL BRANDS INC 0.0%
Value ($000) $157 Shares 11,290 Est. Cost $15.30 Unrealized +4.2%
RPM RPM INTERNATIONAL INC 0.0%
Value ($000) $153 Shares 1,841 Est. Cost $76.24 Unrealized +16.5%
HAL HALLIBURTON CO 0.0%
Value ($000) $150 Shares 6,100 Est. Cost $35.57 Unrealized -25.4%
MRNA MODERNA INC 0.0%
Value ($000) $148 Shares 1,250 Est. Cost $249.76 Unrealized -39.2%
OTIS OTIS WORLDWIDE CORP-WI 0.0%
Value ($000) $147 Shares 2,301 Est. Cost $47.48 Unrealized +45.9%
OKE ONEOK INC 0.0%
Value ($000) $146 Shares 2,856 Est. Cost $42.78 Unrealized +16.4%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $144 Shares 2,863 Est. Cost $25.91 Unrealized -14.1%
MCK MCKESSON CORP 0.0%
Value ($000) $143 Shares 421 Est. Cost $127.00 Unrealized +168.7%
ODFL OLD DOMINION FREIGHT LINES INC 0.0%
Value ($000) $143 Shares 575 Est. Cost $54.19 Unrealized +150.6%
VGT VANGUARD INFORMATION TECHNOLOGY ETF 0.0%
Value ($000) $140 Shares 457 Est. Cost $245.45 Unrealized
IVW ISHARES S&P 500 GROWTH 0.0%
Value ($000) $136 Shares 2,350 Est. Cost $63.93 Unrealized
ZBRA ZEBRA TECHNOLOGIES CORP 0.0%
Value ($000) $135 Shares 515 Est. Cost $224.67 Unrealized +37.8%
THE COOPER COMPANIES INC 0.0%
Value ($000) $135 Shares 511 Est. Cost $293.18 Unrealized
BK BANK OF NEW YORK MELLON CORP 0.0%
Value ($000) $133 Shares 3,458 Est. Cost $42.32 Unrealized -8.6%
CI CIGNA CORP 0.0%
Value ($000) $130 Shares 468 Est. Cost $190.07 Unrealized +39.3%
SHEL SHELL ADR EACH REP 2 ORD WI 0.0%
Value ($000) $129 Shares 2,590 Est. Cost $52.12 Unrealized
JPIN JPMORGAN DIVERSIFIED RETURN INTL EQ ETF 0.0%
Value ($000) $128 Shares 3,000 Est. Cost $58.35 Unrealized
INGR INGREDION INC 0.0%
Value ($000) $123 Shares 1,525 Est. Cost $101.76 Unrealized -13.8%
IYW ISHARES U S TECHNOLOGY ETF 0.0%
Value ($000) $123 Shares 1,670 Est. Cost $85.68 Unrealized
LLY ELI LILLY AND CO 0.0%
Value ($000) $116 Shares 360 Est. Cost $106.07 Unrealized +190.4%
LYV LIVE NATION ENTERTAINMENT INC 0.0%
Value ($000) $116 Shares 1,520 Est. Cost $102.06 Unrealized -12.2%
NUSTAR ENERGY L.P. 0.0%
Value ($000) $109 Shares 8,085 Est. Cost $27.80 Unrealized
OSIS OSI SYSTEMS INC 0.0%
Value ($000) $107 Shares 1,490 Est. Cost $77.62 Unrealized +12.9%
BA BOEING CO 0.0%
Value ($000) $107 Shares 880 Est. Cost $300.31 Unrealized -48.9%
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $105 Shares 636 Est. Cost $166.63 Unrealized
RUN SUNRUN INC 0.0%
Value ($000) $98 Shares 3,536 Est. Cost $43.55 Unrealized -28.6%
ETN EATON CORP PLC 0.0%
Value ($000) $90 Shares 675 Est. Cost $71.13 Unrealized +87.5%
WAB WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP 0.0%
Value ($000) $89 Shares 1,100 Est. Cost $103.16 Unrealized -16.0%
MS MORGAN STANLEY 0.0%
Value ($000) $88 Shares 1,109 Est. Cost $39.74 Unrealized +89.4%
RVTY PERKINELMER INC 0.0%
Value ($000) $88 Shares 734 Est. Cost $84.34 Unrealized +65.8%
IJH ISHARES CORE S&P MID-CAP 0.0%
Value ($000) $87 Shares 395 Est. Cost $231.32 Unrealized
AEP AMERICAN ELECTRIC POWER CO INC 0.0%
Value ($000) $85 Shares 978 Est. Cost $55.33 Unrealized +57.4%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.0%
Value ($000) $85 Shares 475 Est. Cost $150.77 Unrealized
VHT VANGUARD HEALTH CARE ETF 0.0%
Value ($000) $84 Shares 374 Est. Cost $191.80 Unrealized
FAST FASTENAL CO 0.0%
Value ($000) $83 Shares 1,800 Est. Cost $12.51 Unrealized +85.4%
AMP AMERIPRISE FINANCIAL INC 0.0%
Value ($000) $83 Shares 330 Est. Cost $140.82 Unrealized +78.0%
EMN EASTMAN CHEMICAL CO 0.0%
Value ($000) $78 Shares 1,100 Est. Cost $76.34 Unrealized +3.0%
GABELLI UTILITY TRUST 0.0%
Value ($000) $77 Shares 11,183 Est. Cost $7.47 Unrealized
XLK TECHNOLOGY SELECT SECTOR SPDR ETF 0.0%
Value ($000) $75 Shares 628 Est. Cost $79.40 Unrealized
CITIZENS FNCL DS REP 1 40 SRS E PRF 0.0%
Value ($000) $74 Shares 3,870 Est. Cost $26.36 Unrealized
VTV VANGUARD VALUE ETF 0.0%
Value ($000) $74 Shares 599 Est. Cost $111.87 Unrealized
MPC MARATHON PETROLEUM CORP 0.0%
Value ($000) $73 Shares 731 Est. Cost $54.25 Unrealized +60.2%
XLP CONSUMER STAPLES SELECT SECTOR SPDR ETF 0.0%
Value ($000) $71 Shares 1,070 Est. Cost $54.28 Unrealized
FIRST REPUBLIC DS REP 1 40 SRS K PRF 0.0%
Value ($000) $68 Shares 3,950 Est. Cost $25.32 Unrealized
ETR ENTERGY CORP 0.0%
Value ($000) $67 Shares 665 Est. Cost $31.55 Unrealized +60.6%
DE DEERE & CO 0.0%
Value ($000) $67 Shares 200 Est. Cost $128.61 Unrealized +153.9%
BAX BAXTER INTERNATIONAL INC 0.0%
Value ($000) $65 Shares 1,200 Est. Cost $64.93 Unrealized -14.8%
MCO MOODY'S CORPORATION 0.0%
Value ($000) $65 Shares 266 Est. Cost $164.89 Unrealized +71.2%
DOV DOVER CORP 0.0%
Value ($000) $64 Shares 550 Est. Cost $73.78 Unrealized +65.7%
F FORD MOTOR CO 0.0%
Value ($000) $62 Shares 5,550 Est. Cost $8.51 Unrealized +27.7%
CAG CONAGRA BRANDS INC 0.0%
Value ($000) $60 Shares 1,825 Est. Cost $24.79 Unrealized +17.2%
SMG THE SCOTTS MIRACLE GRO CO 0.0%
Value ($000) $60 Shares 1,409 Est. Cost $118.99 Unrealized -48.3%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $59 Shares 200 Est. Cost $233.99 Unrealized +26.9%
SALISBURY BANCORP INC 0.0%
Value ($000) $59 Shares 2,450 Est. Cost $38.35 Unrealized
XLB MATERIALS SELECT SECTOR SPDR ETF 0.0%
Value ($000) $57 Shares 840 Est. Cost $57.20 Unrealized
GMF SPDR S&P EMERGING ASIA PACIFIC ETF 0.0%
Value ($000) $56 Shares 625 Est. Cost $96.00 Unrealized
DTE DTE ENERGY CO 0.0%
Value ($000) $56 Shares 487 Est. Cost $85.05 Unrealized +35.0%
GNRC GENERAC HOLDINGS INC 0.0%
Value ($000) $51 Shares 288 Est. Cost $328.95 Unrealized -30.3%
COR AMERISOURCEBERGEN CORP 0.0%
Value ($000) $50 Shares 370 Est. Cost $67.16 Unrealized +107.1%
SWK STANLEY BLACK & DECKER INC 0.0%
Value ($000) $49 Shares 650 Est. Cost $122.42 Unrealized -31.4%
CBRE CBRE GROUP INC 0.0%
Value ($000) $49 Shares 720 Est. Cost $58.58 Unrealized +35.3%
ZS ZSCALER INC 0.0%
Value ($000) $49 Shares 300 Est. Cost $72.02 Unrealized +127.2%
KHC THE KRAFT HEINZ CO 0.0%
Value ($000) $47 Shares 1,400 Est. Cost $41.57 Unrealized -24.3%
CNI CANADIAN NATIONAL RAILWAY CO 0.0%
Value ($000) $43 Shares 400 Est. Cost $79.50 Unrealized +40.0%
ARISTA NETWORKS INC 0.0%
Value ($000) $43 Shares 380 Est. Cost $161.18 Unrealized
CBSH COMMERCE BANCSHARES INC 0.0%
Value ($000) $43 Shares 648 Est. Cost $45.68 Unrealized +23.1%
EXC EXELON CORP 0.0%
Value ($000) $42 Shares 1,110 Est. Cost $23.80 Unrealized +64.1%
TEAM ATLASSIAN CORPORATION PLC 0.0%
Value ($000) $42 Shares 200 Est. Cost $233.56 Unrealized 0.0%
DVA DAVITA INC 0.0%
Value ($000) $41 Shares 500 Est. Cost $70.70 Unrealized +24.1%
ATO ATMOS ENERGY CORP 0.0%
Value ($000) $41 Shares 400 Est. Cost $77.27 Unrealized +36.3%
PAYC PAYCOM SOFTWARE INC 0.0%
Value ($000) $41 Shares 125 Est. Cost $229.02 Unrealized +47.4%
EWX SPDR S&P EMERGING MARKETS SMALL CAP ETF 0.0%
Value ($000) $40 Shares 875 Est. Cost $44.00 Unrealized
CADENCE BANK 5 50 SRS PERP PRF 0.0%
Value ($000) $40 Shares 1,925 Est. Cost $26.12 Unrealized
EIX EDISON INTERNATIONAL 0.0%
Value ($000) $40 Shares 700 Est. Cost $48.48 Unrealized +17.0%
WSO WATSCO INC 0.0%
Value ($000) $39 Shares 150 Est. Cost $176.68 Unrealized +53.4%
CNC CENTENE CORP 0.0%
Value ($000) $38 Shares 490 Est. Cost $58.21 Unrealized +53.5%
LYB LYONDELLBASELL INDUSTRIES NV 0.0%
Value ($000) $37 Shares 495 Est. Cost $57.78 Unrealized +16.8%
HENNESSY ADVISRS 0.0%
Value ($000) $37 Shares 1,600 Est. Cost $33.05 Unrealized
NSP INSPERITY INC 0.0%
Value ($000) $36 Shares 350 Est. Cost $90.47 Unrealized +7.6%
KAMAN CORP 0.0%
Value ($000) $35 Shares 1,237 Est. Cost $66.57 Unrealized
SPLUNK INC 0.0%
Value ($000) $35 Shares 470 Est. Cost $156.24 Unrealized
B RILEY FINL INC SR NT 6.50 0.0%
Value ($000) $34 Shares 1,400 Est. Cost $26.43 Unrealized
ADSK AUTODESK INC 0.0%
Value ($000) $34 Shares 180 Est. Cost $195.47 Unrealized +3.4%
NVS NOVARTIS AG ADR 0.0%
Value ($000) $34 Shares 450 Est. Cost $86.06 Unrealized
VV VANGUARD LARGE-CAP ETF 0.0%
Value ($000) $34 Shares 210 Est. Cost $133.33 Unrealized
VUG VANGUARD GROWTH ETF 0.0%
Value ($000) $34 Shares 159 Est. Cost $162.05 Unrealized
FLAGSTAR BANCORP INC 0.0%
Value ($000) $33 Shares 1,000 Est. Cost $31.00 Unrealized
AOS A.O. SMITH CORP 0.0%
Value ($000) $32 Shares 650 Est. Cost $51.70 Unrealized +4.4%
MMS MAXIMUS INC 0.0%
Value ($000) $32 Shares 550 Est. Cost $64.92 Unrealized -4.0%
NUMG NUVEEN ESG MID-CAP GROWTH ETF 0.0%
Value ($000) $30 Shares 900 Est. Cost $54.44 Unrealized
VYM VANGUARD HIGH DIVIDEND YIELD ETF 0.0%
Value ($000) $29 Shares 304 Est. Cost $93.82 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $29 Shares 460 Est. Cost $86.02 Unrealized -1.0%
TTC TORO CO 0.0%
Value ($000) $29 Shares 330 Est. Cost $66.53 Unrealized +28.6%
XBI SPDR S&P Biotech ETF 0.0%
Value ($000) $29 Shares 365 Est. Cost $113.66 Unrealized
AZN ASTRAZENECA PLC EACH ADS REPRESENTING 1/2 OF AN OR 0.0%
Value ($000) $27 Shares 500 Est. Cost $39.09 Unrealized
LDOS LEIDOS HOLDINGS INC 0.0%
Value ($000) $26 Shares 300 Est. Cost $95.52 Unrealized -2.0%
MET METLIFE INC 0.0%
Value ($000) $26 Shares 425 Est. Cost $39.41 Unrealized +46.3%
VEEV VEEVA SYSTEMS INC 0.0%
Value ($000) $25 Shares 150 Est. Cost $160.40 Unrealized +24.5%
AEE AMEREN CORP 0.0%
Value ($000) $24 Shares 300 Est. Cost $51.05 Unrealized +60.9%
NEWTEK BUS SERVS 0.0%
Value ($000) $24 Shares 1,000 Est. Cost $39.40 Unrealized
BKH BLACK HILLS CORP 0.0%
Value ($000) $23 Shares 344 Est. Cost $55.70 Unrealized +15.3%
DUKE ENERGY CORP PFD A 0.0%
Value ($000) $22 Shares 900 Est. Cost $25.56 Unrealized
SPH SUBURBAN PROPANE PARTNERS LP 0.0%
Value ($000) $22 Shares 1,430 Est. Cost $23.08 Unrealized
GPN GLOBAL PAYMENTS INC 0.0%
Value ($000) $22 Shares 200 Est. Cost $114.48 Unrealized +4.2%
HBAN HUNTINTON BANCSHARES INC 0.0%
Value ($000) $22 Shares 1,650 Est. Cost $11.71 Unrealized -2.5%
CANADIAN PACIFIC RAILWAY LTD 0.0%
Value ($000) $20 Shares 300 Est. Cost $71.98 Unrealized
SYNOVUS FINANCIAL CORP 0.0%
Value ($000) $19 Shares 500 Est. Cost $38.00 Unrealized
OLED UNIVERSAL DISPLAY CORP 0.0%
Value ($000) $19 Shares 200 Est. Cost $104.34 Unrealized +2.3%
IGV ISHARES EXPANDED TECH-SOFTWARE SECT ETF 0.0%
Value ($000) $18 Shares 72 Est. Cost $347.77 Unrealized
OHI OMEGA HEALTHCARE INVESTORS INC 0.0%
Value ($000) $18 Shares 600 Est. Cost $36.67 Unrealized
THE INTERPUBLIC GROUP OF COMPANIES INC 0.0%
Value ($000) $18 Shares 705 Est. Cost $16.91 Unrealized +46.9%
JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 0.0%
Value ($000) $18 Shares 350 Est. Cost $54.29 Unrealized
THE CONNECTICUT LIGHT & POWER CO 0.0%
Value ($000) $18 Shares 362 Est. Cost $55.25 Unrealized
VFH Vanguard Financials ETF 0.0%
Value ($000) $18 Shares 237 Est. Cost $71.68 Unrealized
ALTO ALTO INGREDIENTS ORD 0.0%
Value ($000) $18 Shares 5,001 Est. Cost $6.62 Unrealized -36.4%
NEM NEWMONT MINING CORP 0.0%
Value ($000) $17 Shares 400 Est. Cost $27.06 Unrealized +55.8%
IWP ISHARES RUSSELL MID-CAP GROWTH ETF 0.0%
Value ($000) $16 Shares 200 Est. Cost $107.50 Unrealized
JP MORGAN 0.0%
Value ($000) $16 Shares 20,000 Est. Cost $0.80 Unrealized
IBB ISHARES NASDAQ BIOTECHNOLOGY 0.0%
Value ($000) $16 Shares 133 Est. Cost $126.38 Unrealized
IJR ISHARES CORE S&P SMALL-CAP 0.0%
Value ($000) $16 Shares 178 Est. Cost $65.90 Unrealized
IOT SAMSARA CL A ORD 0.0%
Value ($000) $16 Shares 1,306 Est. Cost $19.30 Unrealized -26.6%
WTRG ESSENTIAL UTILITIES ORD 0.0%
Value ($000) $15 Shares 357 Est. Cost $46.86 Unrealized +3.4%
VDE Vanguard Energy ETF 0.0%
Value ($000) $15 Shares 153 Est. Cost $58.82 Unrealized
GIL GILDAN ACTIVEWEAR INC COM 0.0%
Value ($000) $14 Shares 500 Est. Cost $25.75 Unrealized +8.4%
URI UNITED RENTALS INC 0.0%
Value ($000) $14 Shares 50 Est. Cost $117.42 Unrealized +140.1%
SEMI COLUMBIA SELIGMAN SEMICONDUCTOR &TECH ETF 0.0%
Value ($000) $14 Shares 965 Est. Cost $15.54 Unrealized
HII HUNTINGTON INGALLS INDUSTRIES INC 0.0%
Value ($000) $14 Shares 63 Est. Cost $176.03 Unrealized +18.2%
CONSUMERS ENERGY CO 0.0%
Value ($000) $14 Shares 150 Est. Cost $106.67 Unrealized
AVANGRID INC 0.0%
Value ($000) $14 Shares 333 Est. Cost $42.04 Unrealized
ARKK ARK INNOVATION ETF 0.0%
Value ($000) $13 Shares 350 Est. Cost $115.31 Unrealized
CLX CLOROX CO 0.0%
Value ($000) $13 Shares 100 Est. Cost $128.86 Unrealized 0.0%
LIT Global X Lithium & Battery Tech ETF 0.0%
Value ($000) $13 Shares 200 Est. Cost $60.00 Unrealized
IWN ISHARES RUSSELL 2000 VALUE 0.0%
Value ($000) $13 Shares 100 Est. Cost $130.00 Unrealized
PNW PINNACLE WEST CAPITAL CORP 0.0%
Value ($000) $13 Shares 200 Est. Cost $63.04 Unrealized +1.0%
PTC PTC INC 0.0%
Value ($000) $13 Shares 120 Est. Cost $119.21 Unrealized -4.3%
MGM MGM RESORTS INTERNATIONAL 0.0%
Value ($000) $12 Shares 401 Est. Cost $19.81 Unrealized +64.1%
PLUG PLUG POWER INC 0.0%
Value ($000) $12 Shares 590 Est. Cost $30.52 Unrealized -21.8%
SCE Trust IV 0.0%
Value ($000) $12 Shares 600 Est. Cost $23.33 Unrealized
FTNT FORTINET INC 0.0%
Value ($000) $12 Shares 250 Est. Cost $50.57 Unrealized +7.1%
VWDRY VESTAS WIND SYSTEMS A/S 0.0%
Value ($000) $11 Shares 1,750 Est. Cost $27.58 Unrealized
WEBSTER FIN CRP SR G PFD (NV) 0.0%
Value ($000) $11 Shares 450 Est. Cost $24.44 Unrealized
VO VANGUARD MID-CAP ETF 0.0%
Value ($000) $11 Shares 61 Est. Cost $166.18 Unrealized
BCSF BAIN CAPITAL SPECIALTY FINANCE INC 0.0%
Value ($000) $11 Shares 900 Est. Cost $8.04 Unrealized +16.9%
MKSI MKS INSTRUMENTS INC 0.0%
Value ($000) $11 Shares 130 Est. Cost $78.64 Unrealized +27.2%
UAA UNDER ARMOUR INC CLASS A 0.0%
Value ($000) $10 Shares 1,550 Est. Cost $20.82 Unrealized -58.0%
OXY OCCIDENTAL PETROLEUM CORP 0.0%
Value ($000) $10 Shares 170 Est. Cost $62.38 Unrealized -2.7%
ITOT ISHARES CORE S&P TOTAL US STOCK MKT ETF 0.0%
Value ($000) $10 Shares 132 Est. Cost $85.60 Unrealized
RIVN RIVIAN AUTOMOTIVE INC CLASS A 0.0%
Value ($000) $10 Shares 312 Est. Cost $100.41 Unrealized -66.1%
FIRST REPUBLIC BNK DS 1 40 SRS J PRF 0.0%
Value ($000) $10 Shares 525 Est. Cost $19.05 Unrealized
BALL BALL CORP 0.0%
Value ($000) $10 Shares 200 Est. Cost $72.07 Unrealized -18.7%
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $10 Shares 117 Est. Cost $60.39 Unrealized +42.2%
EPD ENTERPRISE PRODUCTS PARTNERS L.P. 0.0%
Value ($000) $10 Shares 407 Est. Cost $25.11 Unrealized
IWD ISHARES RUSSELL 1000 VALUE 0.0%
Value ($000) $9 Shares 68 Est. Cost $109.43 Unrealized
IRT INDEPENDENCE REALTY TRUST INC 0.0%
Value ($000) $9 Shares 552 Est. Cost $25.67 Unrealized
WBD WARNER BROS. DISCOVERY SRS A ORD WI 0.0%
Value ($000) $9 Shares 815 Est. Cost $18.55 Unrealized -26.7%
CIBR First Trust NASDAQ Cybersecurity ETF 0.0%
Value ($000) $9 Shares 240 Est. Cost $43.84 Unrealized
ADBE ADOBE SYSTEMS IIN 0.0%
Value ($000) $8 Shares 28 Est. Cost $382.35 Unrealized -1.0%
VIS Vanguard Industrials ETF 0.0%
Value ($000) $8 Shares 50 Est. Cost $140.00 Unrealized
VCR VANGUARD CONSUMER DISCRETIONARY ETF 0.0%
Value ($000) $8 Shares 34 Est. Cost $330.45 Unrealized
AVNS AVANOS MED INC 0.0%
Value ($000) $8 Shares 375 Est. Cost $64.35 Unrealized -59.4%
AUPH AURINIA PHARMACEUTICALS INC 0.0%
Value ($000) $8 Shares 1,000 Est. Cost $14.51 Unrealized -40.3%
IWF ISHARES RUSSELL 1000 GROWTH 0.0%
Value ($000) $8 Shares 37 Est. Cost $130.21 Unrealized
HDV ISHARES CORE HIGH DIVIDEND ETF 0.0%
Value ($000) $8 Shares 90 Est. Cost $88.89 Unrealized
HLTOY HELLENIC TELECOMMUNICATION ORGANIZATION SA 0.0%
Value ($000) $7 Shares 1,000 Est. Cost $6.00 Unrealized
ETFMG PRIME CYBER SECURITY ETF 0.0%
Value ($000) $7 Shares 150 Est. Cost $35.89 Unrealized
VOX VANGUARD TELECOMMUNICATION SERVICES ETF 0.0%
Value ($000) $7 Shares 83 Est. Cost $138.34 Unrealized
XLRE REAL ESTATE SELECT SECTOR SPDR 0.0%
Value ($000) $7 Shares 198 Est. Cost $32.74 Unrealized
BUG GLOBAL X CYBERSECURITY ETF 0.0%
Value ($000) $7 Shares 300 Est. Cost $26.67 Unrealized
ECL ECOLAB INC 0.0%
Value ($000) $7 Shares 50 Est. Cost $137.00 Unrealized +13.9%
THO THOR INDUSTRIES INC 0.0%
Value ($000) $7 Shares 103 Est. Cost $84.41 Unrealized -10.1%
QTUM DEFIANCE QUANTUM ETF 0.0%
Value ($000) $7 Shares 200 Est. Cost $45.00 Unrealized
KMI KINDER MORGAN INC 0.0%
Value ($000) $7 Shares 400 Est. Cost $12.17 Unrealized +21.3%
LEA LEAR CORP 0.0%
Value ($000) $6 Shares 50 Est. Cost $147.10 Unrealized -14.0%
TWLO TWILIO INC 0.0%
Value ($000) $6 Shares 91 Est. Cost $254.09 Unrealized -68.6%
NEU NEWMARKET CORP 0.0%
Value ($000) $6 Shares 20 Est. Cost $343.80 Unrealized -18.5%
UMICF UMICORE SA 0.0%
Value ($000) $6 Shares 200 Est. Cost $33.16 Unrealized 0.0%
UGI UGI CORP 0.0%
Value ($000) $6 Shares 200 Est. Cost $53.89 Unrealized -26.8%
NX QUANEX BUILDING PRODUCTS CORP 0.0%
Value ($000) $6 Shares 351 Est. Cost $19.82 Unrealized +8.8%
OXFORD LANE CAP CORP 0.0%
Value ($000) $5 Shares 1,000 Est. Cost $10.00 Unrealized
IJJ ISHARES S&P MID-CAP 400 VALUE ETF 0.0%
Value ($000) $5 Shares 50 Est. Cost $100.00 Unrealized
IP INTERNATIONAL PAPER CO 0.0%
Value ($000) $5 Shares 151 Est. Cost $35.63 Unrealized -1.7%
AMC ENTERTAINMENT HOLDINGS INC 0.0%
Value ($000) $5 Shares 762 Est. Cost $25.87 Unrealized
CHAMPIONX ORD 0.0%
Value ($000) $5 Shares 275 Est. Cost $10.91 Unrealized
ARKQ ARK AUTONOMOUS TECHNOLOGY & ROBOTICS ETF 0.0%
Value ($000) $5 Shares 100 Est. Cost $80.00 Unrealized
DTM DT MIDSTREAM ORD WI 0.0%
Value ($000) $5 Shares 99 Est. Cost $39.90 Unrealized +16.9%
VTRS VIATRIS INC COM 0.0%
Value ($000) $5 Shares 566 Est. Cost $13.33 Unrealized -36.8%
LNT ALLIANT ENERGY CORP 0.0%
Value ($000) $5 Shares 94 Est. Cost $42.55 Unrealized +26.6%
AHCO ADAPTHEALTH CORP ORDINARY SHARES 0.0%
Value ($000) $5 Shares 250 Est. Cost $9.95 Unrealized +106.6%
RBLX ROBLOX CORP 0.0%
Value ($000) $4 Shares 107 Est. Cost $60.34 Unrealized -31.4%
VDC VANGUARD CONSUMER STAPLES ETF 0.0%
Value ($000) $4 Shares 25 Est. Cost $200.00 Unrealized
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $4 Shares 100 Est. Cost $52.03 Unrealized -35.8%
VPU Vanguard Utilities ETF 0.0%
Value ($000) $4 Shares 25 Est. Cost $120.00 Unrealized
RALLYBIO CORP 0.0%
Value ($000) $4 Shares 250 Est. Cost $16.00 Unrealized
UBER Uber Technologies Inc 0.0%
Value ($000) $4 Shares 150 Est. Cost $44.81 Unrealized -38.3%
KBE SPDR S&P BANK ETF 0.0%
Value ($000) $4 Shares 100 Est. Cost $40.00 Unrealized
LHC Group Inc 0.0%
Value ($000) $4 Shares 25 Est. Cost $200.00 Unrealized
METLIFE 1000 DS REP SRS F PRF 0.0%
Value ($000) $4 Shares 200 Est. Cost $25.00 Unrealized
VALLEY NATIONAL BANCORP 0.0%
Value ($000) $4 Shares 200 Est. Cost $25.00 Unrealized
SAVA CASSAVA SCIENCES INC 0.0%
Value ($000) $4 Shares 100 Est. Cost $83.46 Unrealized -67.6%
KDP KEURIG DR PEPPER INC 0.0%
Value ($000) $4 Shares 125 Est. Cost $19.52 Unrealized +76.3%
KEY KEYCORP 0.0%
Value ($000) $3 Shares 200 Est. Cost $14.64 Unrealized +1.7%
LII LENNOX INTERNATIONAL INC 0.0%
Value ($000) $3 Shares 15 Est. Cost $199.03 Unrealized +15.1%
BANK OF AMER DS REP 1000 SRS PP PRF 0.0%
Value ($000) $3 Shares 200 Est. Cost $25.00 Unrealized
NLY ANNALY CAPITAL MANAGEMENT INC 0.0%
Value ($000) $3 Shares 200 Est. Cost $15.00 Unrealized
WMB WILLIAMS COMPANIES INC 0.0%
Value ($000) $3 Shares 119 Est. Cost $29.20 Unrealized -4.5%
PCRX PACIRA BIOSCIENCES INC 0.0%
Value ($000) $3 Shares 60 Est. Cost $43.23 Unrealized +28.6%
SRE SEMPRA ENERGY 0.0%
Value ($000) $3 Shares 20 Est. Cost $57.25 Unrealized +26.6%
IXUS ISHARES CORE MSCI TOTAL INTL STK ETF 0.0%
Value ($000) $3 Shares 65 Est. Cost $57.97 Unrealized
HTHIY HITACHI LTD 0.0%
Value ($000) $3 Shares 40 Est. Cost $57.69 Unrealized
JHG JANUS HENDERSON GROUP PLC 0.0%
Value ($000) $2 Shares 90 Est. Cost $29.15 Unrealized -17.1%
PAA PLAINS ALL AMERICAN PIPELINE LP 0.0%
Value ($000) $2 Shares 150 Est. Cost $24.84 Unrealized
IMAX IMAX CORP 0.0%
Value ($000) $2 Shares 115 Est. Cost $16.26 Unrealized -1.3%
STX SEAGATE TECHNOLOGY HOLDINGS PLC 0.0%
Value ($000) $2 Shares 40 Est. Cost $71.80 Unrealized -10.1%
RPID RAPID MICRO BIOSYSTEMS CL A ORD 0.0%
Value ($000) $2 Shares 500 Est. Cost $20.66 Unrealized -81.2%
XYZ SQUARE INC 0.0%
Value ($000) $2 Shares 40 Est. Cost $149.82 Unrealized -52.7%
KD KYNDRYL HOLDINGS ORD WI 0.0%
Value ($000) $2 Shares 266 Est. Cost $26.43 Unrealized -60.6%
LPX LOUISIANA-PACIFIC CORP 0.0%
Value ($000) $2 Shares 32 Est. Cost $64.15 Unrealized -11.4%
STNE STONECO LTD 0.0%
Value ($000) $2 Shares 210 Est. Cost $62.68 Unrealized
CHRLS SCHWB DS REP 1 40 SRS J PRF 0.0%
Value ($000) $2 Shares 100 Est. Cost $30.00 Unrealized
EAST RESOURCES ACQUITION CO UNITS (1 Ord Class A 0.0%
Value ($000) $2 Shares 150 Est. Cost $13.33 Unrealized
LUCID GROUP ORD 0.0%
Value ($000) $1 Shares 50 Est. Cost $20.00 Unrealized
AAL AMERICAN AIRLINES GROUP INC 0.0%
Value ($000) $1 Shares 96 Est. Cost $25.01 Unrealized -44.3%
AMAT APPLIED MATERIALS INC 0.0%
Value ($000) $1 Shares 13 Est. Cost $106.08 Unrealized -11.9%
EMBC EMBECTA ORD WI 0.0%
Value ($000) $1 Shares 38 Est. Cost $25.42 Unrealized +2.9%
SNAP Snap Inc Cl A 0.0%
Value ($000) $1 Shares 100 Est. Cost $41.54 Unrealized -72.0%
SHOP SHOPIFY INC 0.0%
Value ($000) $1 Shares 50 Est. Cost $53.04 Unrealized -35.9%
ZM ZOOM VIDEO COMMUNICATIONS-A 0.0%
Value ($000) $1 Shares 10 Est. Cost $445.83 Unrealized -78.6%
NET CLOUDFLARE INC 0.0%
Value ($000) $1 Shares 25 Est. Cost $72.02 Unrealized -17.5%
BETZ ROUNDHILL SPRT BETNG AND IGAMING ETF 0.0%
Value ($000) $1 Shares 40 Est. Cost $25.00 Unrealized
EVLV EVOLV TECHNOLOGIES HOLDINGS CL A ORD 0.0%
Value ($000) $1 Shares 280 Est. Cost $2.66 Unrealized -1.9%
WPC W.P. CAREY INC 0.0%
Value ($000) $1 Shares 20 Est. Cost $50.00 Unrealized
ADAMS DIVERSIFIED EQUITY FUND 0.0%
Value ($000) $1 Shares 75 Est. Cost Unrealized
AMARIN CORP PLC ADR 0.0%
Value ($000) $1 Shares 1,200 Est. Cost $4.50 Unrealized
VNT VONTIER ORD WI 0.0%
Value ($000) $1 Shares 78 Est. Cost $31.19 Unrealized -28.5%
GPS INDUSTRIES INC.(NV) 0.0%
Value ($000) $0 Shares 50,000 Est. Cost Unrealized
VT VANGUARD TOTAL WORLD STOCK ETF 0.0%
Value ($000) $0 Shares 4 Est. Cost $63.41 Unrealized
RSL COMMUNICATIONS LTD (NV) 0.0%
Value ($000) $0 Shares 375 Est. Cost Unrealized
FUEL PERFORMANCE SOLUTIONS INC 0.0%
Value ($000) $0 Shares 2,080 Est. Cost Unrealized
EVERI HLDGS INC 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
BUZZ VANECK VECTORS SOCIAL SENTIMENT ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
CLOVIS ONCOLOGY INC 0.0%
Value ($000) $0 Shares 250 Est. Cost $28.00 Unrealized
UPST UPSTART HOLDINGS INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $57.62 Unrealized -53.3%
PENN PENN NATIONAL GAMING INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $73.51 Unrealized -56.1%
OGN ORGANON & CO 0.0%
Value ($000) $0 Shares 10 Est. Cost $29.51 Unrealized -13.1%
NOK NOKIA OYJ 0.0%
Value ($000) $0 Shares 6 Est. Cost Unrealized
WINDSWEPT ENVIRONMENTAL GROUP INC. 0.0%
Value ($000) $0 Shares 10,000 Est. Cost Unrealized
PGN1EUR PARAGON OFFSHORE PLC 0.0%
Value ($000) $0 Shares 30 Est. Cost Unrealized
CAPITAL GROWTH SYSTEMS INC 0.0%
Value ($000) $0 Shares 20,000 Est. Cost Unrealized
DKNG DRAFTKINGS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $21.23 Unrealized -25.2%
CRNC CERENCE ORD 0.0%
Value ($000) $0 Shares 30 Est. Cost $16.42 Unrealized +36.7%
BBW BUILD-A-BEAR WORKSHOP INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $13.86 Unrealized +1.4%
KTB KONTOOR BRANDS INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $32.45 Unrealized +14.2%