CANANDAIGUA NATIONAL BANK & TRUST CO Diversified Active

CIK: 0001074266 · Show all filings

Period: Q4 2018 (← Previous) (Next →)

Filing Date: Feb 6, 2019

Total Value ($000): $473,277 (100.0% shares, 0.0% debt)

Holdings (304)

XOM Exxon-Mobil Corp 3.7%
Value ($000) $17,323 Shares 254,034 Est. Cost $54.16 Unrealized +4.1%
MSFT Microsoft Corporation 3.4%
Value ($000) $16,044 Shares 157,964 Est. Cost $46.35 Unrealized +115.7%
JNJ Johnson & Johnson 3.3%
Value ($000) $15,578 Shares 120,710 Est. Cost $72.90 Unrealized +56.6%
JPM JP Morgan Chase & Co 2.7%
Value ($000) $12,818 Shares 131,303 Est. Cost $51.56 Unrealized +69.8%
FISI Financial Institutions, Inc 2.3%
Value ($000) $10,875 Shares 423,169 Est. Cost $11.76 Unrealized +71.8%
United Technologies Corp 2.3%
Value ($000) $10,859 Shares 101,984 Est. Cost $100.94 Unrealized
PG Procter & Gamble Co 2.0%
Value ($000) $9,679 Shares 105,297 Est. Cost $57.58 Unrealized +29.8%
PFE Pfizer Inc. 2.0%
Value ($000) $9,340 Shares 213,979 Est. Cost $19.37 Unrealized +55.1%
AAPL Apple Inc 1.8%
Value ($000) $8,750 Shares 55,472 Est. Cost $19.90 Unrealized +131.3%
Soper Company Common 1.7%
Value ($000) $8,065 Shares 303 Est. Cost $17851.48 Unrealized
STZ Constellation Brands Inc Cl A 1.7%
Value ($000) $7,912 Shares 49,199 Est. Cost $108.64 Unrealized +62.8%
MCD McDonalds Corp 1.5%
Value ($000) $7,334 Shares 41,300 Est. Cost $83.32 Unrealized +80.2%
CVX Chevron Corporation 1.5%
Value ($000) $7,101 Shares 65,274 Est. Cost $71.74 Unrealized +18.1%
ORCL Oracle Corporation 1.5%
Value ($000) $6,903 Shares 152,893 Est. Cost $33.40 Unrealized +29.2%
PAYX Paychex Inc. 1.4%
Value ($000) $6,841 Shares 104,997 Est. Cost $28.49 Unrealized +93.2%
MRK Merck & Co Inc New 1.4%
Value ($000) $6,763 Shares 88,513 Est. Cost $35.18 Unrealized +60.6%
VZ Verizon Communications 1.4%
Value ($000) $6,539 Shares 116,318 Est. Cost $27.98 Unrealized +38.0%
PEP Pepsico Inc 1.3%
Value ($000) $5,954 Shares 53,893 Est. Cost $67.54 Unrealized +34.3%
DowDuPont Inc 1.1%
Value ($000) $5,217 Shares 97,549 Est. Cost $68.52 Unrealized
GOOG Alphabet Inc Class C 1.1%
Value ($000) $4,985 Shares 4,814 Est. Cost $47.38 Unrealized +12.1%
INTC Intel Corp. 1.1%
Value ($000) $4,980 Shares 106,110 Est. Cost $22.90 Unrealized +75.5%
DIS Disney Walt Co 1.0%
Value ($000) $4,886 Shares 44,564 Est. Cost $60.96 Unrealized +79.0%
KO Coca Cola Co 0.9%
Value ($000) $4,465 Shares 94,298 Est. Cost $29.42 Unrealized +30.5%
MMM 3M Company 0.9%
Value ($000) $4,397 Shares 23,074 Est. Cost $78.47 Unrealized +63.4%
IBM Intl Business Machines Corp 0.9%
Value ($000) $4,344 Shares 38,218 Est. Cost $111.13 Unrealized -20.9%
NKE Nike, Inc. Class B 0.9%
Value ($000) $4,150 Shares 55,971 Est. Cost $53.54 Unrealized +27.3%
NEE NextEra Energy Inc 0.8%
Value ($000) $3,962 Shares 22,793 Est. Cost $17.92 Unrealized +104.6%
CSCO Cisco Systems 0.8%
Value ($000) $3,857 Shares 89,021 Est. Cost $21.16 Unrealized +74.4%
META Facebook 0.8%
Value ($000) $3,841 Shares 29,297 Est. Cost $151.24 Unrealized -4.9%
LMT Lockheed Martin Corp Com 0.8%
Value ($000) $3,775 Shares 14,417 Est. Cost $113.50 Unrealized +120.3%
SNA Snap-On Inc. 0.8%
Value ($000) $3,722 Shares 25,616 Est. Cost $91.19 Unrealized +44.0%
T AT&T Inc. 0.8%
Value ($000) $3,702 Shares 129,701 Est. Cost $12.24 Unrealized +14.6%
ABBV Abbvie Inc 0.8%
Value ($000) $3,599 Shares 39,044 Est. Cost $38.72 Unrealized +67.3%
NSC Norfolk Southern Corp 0.7%
Value ($000) $3,541 Shares 23,681 Est. Cost $65.54 Unrealized +117.2%
CMCSA Comcast Corp New Cl A 0.7%
Value ($000) $3,536 Shares 103,843 Est. Cost $29.06 Unrealized +4.7%
VNQI Vanguard Global Ex-US Real Estate ETF 0.7%
Value ($000) $3,507 Shares 66,922 Est. Cost $52.40 Unrealized
CVS CVS Health Corp 0.7%
Value ($000) $3,470 Shares 52,954 Est. Cost $53.76 Unrealized +10.5%
ACN Accenture PLC 0.7%
Value ($000) $3,428 Shares 24,310 Est. Cost $135.31 Unrealized +5.6%
Financial Instn 8.48 Ser B 1 0.7%
Value ($000) $3,322 Shares 33,215 Est. Cost $102.39 Unrealized
TRV Travelers Cos Inc. 0.7%
Value ($000) $3,297 Shares 27,536 Est. Cost $86.42 Unrealized +24.0%
WFC Wells Fargo & Company 0.7%
Value ($000) $3,264 Shares 70,823 Est. Cost $36.11 Unrealized +16.4%
V Visa 0.7%
Value ($000) $3,208 Shares 24,314 Est. Cost $114.76 Unrealized +14.5%
ABT Abbott Laboratories 0.7%
Value ($000) $3,198 Shares 44,220 Est. Cost $35.37 Unrealized +75.7%
GOOGL Alphabet Inc Class A 0.7%
Value ($000) $3,163 Shares 3,027 Est. Cost $43.55 Unrealized +23.1%
ADP Automatic Data Processing Inc 0.7%
Value ($000) $3,139 Shares 23,942 Est. Cost $88.63 Unrealized +36.7%
TXN Texas Instruments Inc 0.7%
Value ($000) $3,135 Shares 33,170 Est. Cost $49.94 Unrealized +58.4%
MDT Medtronic PLC 0.7%
Value ($000) $3,100 Shares 34,083 Est. Cost $62.64 Unrealized +23.2%
BA Boeing Co 0.6%
Value ($000) $2,978 Shares 9,234 Est. Cost $117.28 Unrealized +185.6%
ADBE Adobe Inc. 0.6%
Value ($000) $2,953 Shares 13,053 Est. Cost $189.97 Unrealized +27.1%
HON Honeywell Intl Inc 0.6%
Value ($000) $2,867 Shares 21,700 Est. Cost $81.22 Unrealized +44.9%
NSRGY Nestle Adr 0.6%
Value ($000) $2,857 Shares 35,288 Est. Cost $76.66 Unrealized
BMY Bristol-Myers Squibb Co. 0.6%
Value ($000) $2,825 Shares 54,339 Est. Cost $30.72 Unrealized +33.4%
Broadstone Net Lease LLC 0.6%
Value ($000) $2,699 Shares 31,378 Est. Cost $86.02 Unrealized
ORLY O'Reilly Automotive Inc New Com 0.6%
Value ($000) $2,628 Shares 7,631 Est. Cost $16.91 Unrealized +34.6%
HD Home Depot Inc 0.5%
Value ($000) $2,557 Shares 14,879 Est. Cost $81.60 Unrealized +84.3%
CAT Caterpillar Inc 0.5%
Value ($000) $2,488 Shares 19,580 Est. Cost $69.94 Unrealized +59.4%
Ingersoll-Rand PLC 0.5%
Value ($000) $2,474 Shares 27,117 Est. Cost $78.83 Unrealized
DHR Danaher Corp 0.5%
Value ($000) $2,422 Shares 23,483 Est. Cost $45.84 Unrealized +91.7%
KMB Kimberly Clark Corp 0.5%
Value ($000) $2,383 Shares 20,911 Est. Cost $75.32 Unrealized +14.7%
SBUX Starbucks Corp 0.5%
Value ($000) $2,296 Shares 35,647 Est. Cost $47.56 Unrealized +12.8%
BAC Bank Amer Corp 0.5%
Value ($000) $2,278 Shares 92,432 Est. Cost $13.75 Unrealized +65.8%
LOW Lowes Companies Inc 0.5%
Value ($000) $2,229 Shares 24,134 Est. Cost $47.48 Unrealized +78.2%
GS Goldman Sachs Group Inc. 0.5%
Value ($000) $2,208 Shares 13,215 Est. Cost $178.83 Unrealized -4.4%
ZTS Zoetis Inc 0.4%
Value ($000) $2,085 Shares 24,374 Est. Cost $74.07 Unrealized +14.8%
MA Mastercard Inc Cl A 0.4%
Value ($000) $2,057 Shares 10,906 Est. Cost $127.52 Unrealized +49.7%
DG Dollar General Corp 0.4%
Value ($000) $2,027 Shares 18,753 Est. Cost $86.78 Unrealized +13.6%
IUSV Ishares Core S&P US Value ETF 0.4%
Value ($000) $1,976 Shares 40,248 Est. Cost $52.60 Unrealized
TJX TJX Cos Inc New 0.4%
Value ($000) $1,961 Shares 43,831 Est. Cost $36.27 Unrealized +26.5%
DRI Darden Restaurants Inc 0.4%
Value ($000) $1,904 Shares 19,066 Est. Cost $31.23 Unrealized +181.1%
CI Cigna Corp New 0.4%
Value ($000) $1,896 Shares 9,981 Est. Cost $190.77 Unrealized 0.0%
AMGN Amgen Inc. 0.4%
Value ($000) $1,881 Shares 9,665 Est. Cost $103.85 Unrealized +51.0%
DUK Duke Energy Corp New 0.4%
Value ($000) $1,826 Shares 21,163 Est. Cost $55.25 Unrealized +15.6%
QCOM Qualcomm Inc 0.4%
Value ($000) $1,825 Shares 32,076 Est. Cost $44.21 Unrealized +15.0%
PM Philip Morris Intl Inc 0.4%
Value ($000) $1,804 Shares 27,016 Est. Cost $64.26 Unrealized -10.8%
SLB Schlumberger Ltd 0.4%
Value ($000) $1,742 Shares 48,282 Est. Cost $56.50 Unrealized -28.8%
TMO Thermo Fisher Scientific, Inc. 0.4%
Value ($000) $1,707 Shares 7,629 Est. Cost $180.49 Unrealized +27.6%
COP ConocoPhillips 0.4%
Value ($000) $1,705 Shares 27,346 Est. Cost $40.96 Unrealized +30.4%
GLW Corning Inc. 0.3%
Value ($000) $1,623 Shares 53,736 Est. Cost $16.40 Unrealized +59.6%
AFL Aflac, Inc. 0.3%
Value ($000) $1,615 Shares 35,444 Est. Cost $29.64 Unrealized +26.8%
DE Deere & Co 0.3%
Value ($000) $1,606 Shares 10,765 Est. Cost $68.88 Unrealized +91.3%
IT Gartner Inc 0.3%
Value ($000) $1,578 Shares 12,342 Est. Cost $124.90 Unrealized +15.5%
GD General Dynamics Corp 0.3%
Value ($000) $1,562 Shares 9,937 Est. Cost $72.98 Unrealized +108.4%
DLR Digital Rlty Tr Inc 0.3%
Value ($000) $1,545 Shares 14,499 Est. Cost $44.91 Unrealized +91.8%
AMZN Amazon Com Inc 0.3%
Value ($000) $1,534 Shares 1,021 Est. Cost $61.18 Unrealized +35.9%
UNP Union Pacific Corp 0.3%
Value ($000) $1,521 Shares 11,004 Est. Cost $91.53 Unrealized +38.1%
CB Chubb Limited 0.3%
Value ($000) $1,501 Shares 11,623 Est. Cost $123.31 Unrealized -7.1%
ETN Eaton Corp PLC 0.3%
Value ($000) $1,499 Shares 21,833 Est. Cost $60.64 Unrealized +7.2%
MS Morgan Stanley Dean Witter & Co. 0.3%
Value ($000) $1,485 Shares 37,443 Est. Cost $23.22 Unrealized +50.8%
AXP American Express Co 0.3%
Value ($000) $1,471 Shares 15,430 Est. Cost $66.63 Unrealized +42.6%
REGN Regeneron Pharmaceuticals Inc 0.3%
Value ($000) $1,470 Shares 3,937 Est. Cost $345.90 Unrealized +5.2%
MKC McCormick & Co Inc 0.3%
Value ($000) $1,411 Shares 10,135 Est. Cost $34.64 Unrealized +80.7%
General Electric Co. 0.3%
Value ($000) $1,408 Shares 186,035 Est. Cost $23.68 Unrealized
BKNG Booking Hldgs Inc 0.3%
Value ($000) $1,392 Shares 808 Est. Cost $1933.58 Unrealized -6.7%
EMN Eastman Chemical Co. 0.3%
Value ($000) $1,385 Shares 18,939 Est. Cost $57.09 Unrealized +8.2%
C Citigroup Inc Com New 0.3%
Value ($000) $1,384 Shares 26,579 Est. Cost $54.71 Unrealized -9.8%
STT State Street Corp. 0.3%
Value ($000) $1,374 Shares 21,781 Est. Cost $60.83 Unrealized -6.6%
GIS General Mills Inc 0.3%
Value ($000) $1,360 Shares 34,936 Est. Cost $37.05 Unrealized -11.0%
WMT Walmart Inc 0.3%
Value ($000) $1,357 Shares 14,573 Est. Cost $20.37 Unrealized +41.2%
CLX Clorox Co 0.3%
Value ($000) $1,354 Shares 8,783 Est. Cost $60.67 Unrealized +108.5%
LLY Lilly Eli & Co 0.3%
Value ($000) $1,347 Shares 11,636 Est. Cost $54.98 Unrealized +84.4%
VFC V.F. Corp 0.3%
Value ($000) $1,307 Shares 18,323 Est. Cost $55.08 Unrealized +38.9%
USB US Bancorp Del New 0.3%
Value ($000) $1,278 Shares 27,955 Est. Cost $35.80 Unrealized +6.9%
BRK/B Berkshire Hathaway Inc Cl B 0.3%
Value ($000) $1,255 Shares 6,148 Est. Cost $130.87 Unrealized +59.6%
SLYV SPDR S&P 600 Small Cap Value ETF 0.3%
Value ($000) $1,236 Shares 22,970 Est. Cost $62.03 Unrealized
SO Southern Co 0.3%
Value ($000) $1,230 Shares 28,012 Est. Cost $28.39 Unrealized +20.6%
BHP BHP Group Limited 0.3%
Value ($000) $1,191 Shares 24,654 Est. Cost $36.32 Unrealized
MET Metlife, Inc. 0.2%
Value ($000) $1,177 Shares 28,676 Est. Cost $36.33 Unrealized -7.3%
Steuben Tr Co Hornell, NY 0.2%
Value ($000) $1,174 Shares 29,349 Est. Cost $35.46 Unrealized
PPG PPG Ind Inc 0.2%
Value ($000) $1,134 Shares 11,092 Est. Cost $99.42 Unrealized -9.1%
CL Colgate Palmolive Co 0.2%
Value ($000) $1,122 Shares 18,853 Est. Cost $49.09 Unrealized +7.8%
MO Altria Group Inc 0.2%
Value ($000) $1,119 Shares 22,650 Est. Cost $29.06 Unrealized +14.0%
FISV Fiserv Inc. 0.2%
Value ($000) $1,106 Shares 15,048 Est. Cost $64.25 Unrealized +20.3%
TGT Target Corp. 0.2%
Value ($000) $1,085 Shares 16,424 Est. Cost $46.27 Unrealized +36.8%
GILD Gilead Sci Inc. 0.2%
Value ($000) $1,083 Shares 17,322 Est. Cost $54.53 Unrealized -2.8%
UPS United Parcel Service Inc 0.2%
Value ($000) $1,066 Shares 10,928 Est. Cost $85.85 Unrealized -4.4%
JCI Johnson Ctls Intl Plc 0.2%
Value ($000) $1,030 Shares 34,750 Est. Cost $32.30 Unrealized -12.6%
MDLZ Mondelez Intl Inc 0.2%
Value ($000) $993 Shares 24,803 Est. Cost $29.08 Unrealized +23.1%
SYK Stryker Corp. 0.2%
Value ($000) $984 Shares 6,276 Est. Cost $69.58 Unrealized +122.4%
EMR Emerson Elec Co 0.2%
Value ($000) $961 Shares 16,078 Est. Cost $40.37 Unrealized +41.2%
Walgreens Boots Alliance Inc 0.2%
Value ($000) $960 Shares 14,048 Est. Cost $79.55 Unrealized
NVDA Nvidia Corp. 0.2%
Value ($000) $939 Shares 7,035 Est. Cost $6.44 Unrealized -26.4%
FIS Fidelity Natl Information Svcs Inc. 0.2%
Value ($000) $935 Shares 9,114 Est. Cost $84.95 Unrealized +7.2%
ALGN Align Technology Inc 0.2%
Value ($000) $933 Shares 4,454 Est. Cost $256.81 Unrealized -1.6%
ISRG Intuitive Surgical 0.2%
Value ($000) $928 Shares 1,937 Est. Cost $95.96 Unrealized +76.6%
ALL Allstate Corp. 0.2%
Value ($000) $907 Shares 10,979 Est. Cost $50.92 Unrealized +49.1%
PNC PNC Financial Services Group 0.2%
Value ($000) $861 Shares 7,363 Est. Cost $117.92 Unrealized -16.1%
PYPL Paypal Hldgs Inc 0.2%
Value ($000) $857 Shares 10,187 Est. Cost $74.59 Unrealized +11.4%
Unilever Nv New York Shs New 0.2%
Value ($000) $855 Shares 15,886 Est. Cost $51.44 Unrealized
BDX Becton Dickinson & Co 0.2%
Value ($000) $839 Shares 3,723 Est. Cost $115.60 Unrealized +80.1%
CNI Canadian Natl Ry Co 0.2%
Value ($000) $827 Shares 11,160 Est. Cost $42.74 Unrealized +69.6%
SUSB Ishares ESG 1-5 Yr USD Corp Bond ETF 0.2%
Value ($000) $825 Shares 33,757 Est. Cost $24.47 Unrealized
IAC / Interactive Corp 0.2%
Value ($000) $782 Shares 4,273 Est. Cost $88.94 Unrealized
AON Plc Com 0.2%
Value ($000) $762 Shares 5,239 Est. Cost $140.53 Unrealized
Constellation Brands Inc Cl B 0.2%
Value ($000) $755 Shares 4,699 Est. Cost $89.25 Unrealized
MCHP Microchip Technology Inc. 0.2%
Value ($000) $745 Shares 10,364 Est. Cost $16.22 Unrealized +90.4%
XEL Xcel Energy Inc 0.2%
Value ($000) $731 Shares 14,841 Est. Cost $35.00 Unrealized +15.1%
BAX Baxter International, Inc. 0.2%
Value ($000) $710 Shares 10,781 Est. Cost $33.95 Unrealized +73.6%
YUM Yum Brands Inc. 0.1%
Value ($000) $693 Shares 7,534 Est. Cost $63.95 Unrealized +22.6%
ITW Illinois Tool Works Inc 0.1%
Value ($000) $689 Shares 5,437 Est. Cost $119.98 Unrealized -7.9%
RHHBY Roche Holdings Ltd Adr 0.1%
Value ($000) $686 Shares 22,233 Est. Cost $30.04 Unrealized
Kellogg Co 0.1%
Value ($000) $682 Shares 11,960 Est. Cost $40.91 Unrealized +13.4%
Raytheon Co Com New 0.1%
Value ($000) $680 Shares 4,434 Est. Cost $148.06 Unrealized
Royal Dutch Shell Plc Adr Cl A 0.1%
Value ($000) $664 Shares 11,390 Est. Cost $63.93 Unrealized
Celgene Corp 0.1%
Value ($000) $654 Shares 10,201 Est. Cost $94.37 Unrealized
VLO Valero Energy 0.1%
Value ($000) $639 Shares 8,521 Est. Cost $36.08 Unrealized +81.7%
DEM Wisdomtree Tree Emerging Markets ETF 0.1%
Value ($000) $639 Shares 15,910 Est. Cost $41.85 Unrealized
UNH Unitedhealth Group Inc 0.1%
Value ($000) $637 Shares 2,555 Est. Cost $103.90 Unrealized +126.2%
CSX CSX Corp 0.1%
Value ($000) $605 Shares 9,730 Est. Cost $11.80 Unrealized +77.0%
SU Suncor Energy Inc New 0.1%
Value ($000) $565 Shares 20,187 Est. Cost $23.20 Unrealized +8.1%
NOC Northrup Grumman Corp. 0.1%
Value ($000) $561 Shares 2,292 Est. Cost $294.31 Unrealized -16.6%
ICE Intercontinental Exchange Inc 0.1%
Value ($000) $556 Shares 7,384 Est. Cost $46.59 Unrealized +50.0%
ALLE Allegion PLC 0.1%
Value ($000) $532 Shares 6,674 Est. Cost $74.60 Unrealized +5.7%
SYY Sysco Corp 0.1%
Value ($000) $530 Shares 8,466 Est. Cost $27.06 Unrealized +105.9%
NDAQ Nasdaq Stk Mkt Inc 0.1%
Value ($000) $518 Shares 6,353 Est. Cost $23.96 Unrealized +6.8%
NVS Novartis Ag Sponsored Adr 0.1%
Value ($000) $495 Shares 5,773 Est. Cost $77.48 Unrealized
Owens Ill Inc. 0.1%
Value ($000) $491 Shares 28,477 Est. Cost $19.90 Unrealized
AWK American Water Works Company 0.1%
Value ($000) $488 Shares 5,373 Est. Cost $44.13 Unrealized +81.0%
LYBC Lyons Bancorp, Inc. 0.1%
Value ($000) $481 Shares 11,802 Est. Cost $34.71 Unrealized +20.2%
BB&T Corp 0.1%
Value ($000) $480 Shares 11,088 Est. Cost $44.86 Unrealized
MCK McKesson Corporation 0.1%
Value ($000) $469 Shares 4,249 Est. Cost $145.45 Unrealized -18.8%
EOG EOG Resources Inc 0.1%
Value ($000) $455 Shares 5,219 Est. Cost $80.82 Unrealized -0.2%
CHD Church & Dwight Co., Inc. 0.1%
Value ($000) $435 Shares 6,615 Est. Cost $44.65 Unrealized +30.2%
ETR Entergy Corp 0.1%
Value ($000) $425 Shares 4,935 Est. Cost $20.74 Unrealized +58.2%
MKTX MarketAxess Holdings New 0.1%
Value ($000) $423 Shares 2,000 Est. Cost $59.29 Unrealized +224.9%
NUMV Nushares Mid Cap ETF 0.1%
Value ($000) $422 Shares 17,682 Est. Cost $23.87 Unrealized
CME CME Group Inc Class A 0.1%
Value ($000) $413 Shares 2,195 Est. Cost $105.45 Unrealized +34.9%
HSBC HSBC Hldgs Plc Spons Adr New 0.1%
Value ($000) $391 Shares 9,519 Est. Cost $47.68 Unrealized
WM Waste Mgmt Inc New 0.1%
Value ($000) $390 Shares 4,382 Est. Cost $67.65 Unrealized +17.8%
LEN Lennar Corporation 0.1%
Value ($000) $381 Shares 9,727 Est. Cost $34.18 Unrealized +9.5%
Life Storage Inc REIT 0.1%
Value ($000) $377 Shares 4,054 Est. Cost $82.37 Unrealized
XYL Xylem Inc W/I 0.1%
Value ($000) $376 Shares 5,636 Est. Cost $66.25 Unrealized -4.1%
APD Air Products & Chemicals Inc 0.1%
Value ($000) $375 Shares 2,341 Est. Cost $132.39 Unrealized +0.6%
Orbotech Ltd Ord 0.1%
Value ($000) $374 Shares 6,608 Est. Cost $62.21 Unrealized
Harris Corp Del 0.1%
Value ($000) $368 Shares 2,734 Est. Cost $139.55 Unrealized
LEA Lear Corp New Com 0.1%
Value ($000) $365 Shares 2,968 Est. Cost $115.32 Unrealized 0.0%
FRCB First Republic Bank 0.1%
Value ($000) $362 Shares 4,170 Est. Cost $89.12 Unrealized -0.5%
SCHO Schwab Short Term US Treasury ETF 0.1%
Value ($000) $359 Shares 7,190 Est. Cost $49.93 Unrealized
FTV Fortive Corp 0.1%
Value ($000) $357 Shares 5,281 Est. Cost $32.34 Unrealized +41.0%
BURL Burlington Stores Inc 0.1%
Value ($000) $357 Shares 2,192 Est. Cost $123.55 Unrealized +30.7%
ESGD Ishares Trust MSCI EAFE ESG ETF 0.1%
Value ($000) $353 Shares 6,154 Est. Cost $57.36 Unrealized
Soper-Wheeler CO. LLC 0.1%
Value ($000) $350 Shares 30,319 Est. Cost $7.68 Unrealized
Cooper Cos Inc. 0.1%
Value ($000) $347 Shares 1,364 Est. Cost $228.93 Unrealized
BK Bank New York Mellon Corp 0.1%
Value ($000) $344 Shares 7,308 Est. Cost $26.89 Unrealized +47.4%
FCNCA First Ctzns Bancshares Inc Ncl A 0.1%
Value ($000) $343 Shares 911 Est. Cost $419.26 Unrealized -2.3%
LII Lennox International Inc. 0.1%
Value ($000) $339 Shares 1,547 Est. Cost $188.99 Unrealized +2.4%
ZBH Zimmer Biomet Hldgs Inc 0.1%
Value ($000) $338 Shares 3,256 Est. Cost $75.25 Unrealized +41.0%
RMD Resmed Inc 0.1%
Value ($000) $337 Shares 2,962 Est. Cost $87.58 Unrealized +14.6%
SAP SAP Ag 0.1%
Value ($000) $330 Shares 3,312 Est. Cost $104.05 Unrealized
SIGI Selective Ins Group Inc 0.1%
Value ($000) $328 Shares 5,385 Est. Cost $52.36 Unrealized +6.5%
PAYC Paycom Software Inc 0.1%
Value ($000) $328 Shares 2,682 Est. Cost $94.10 Unrealized +33.3%
SNPS Synopsys Inc. 0.1%
Value ($000) $328 Shares 3,892 Est. Cost $87.85 Unrealized +1.1%
LW Lamb Weston Holdings 0.1%
Value ($000) $327 Shares 4,446 Est. Cost $50.37 Unrealized +36.4%
CSL Carlisle Cos Inc 0.1%
Value ($000) $325 Shares 3,230 Est. Cost $98.62 Unrealized -4.5%
MTD Mettler-Toledo Intl Inc 0.1%
Value ($000) $325 Shares 574 Est. Cost $628.64 Unrealized -7.6%
POOL Pool Corporation 0.1%
Value ($000) $323 Shares 2,173 Est. Cost $125.89 Unrealized +9.7%
DXC DXC Technologies Co 0.1%
Value ($000) $321 Shares 6,042 Est. Cost $83.42 Unrealized -20.6%
BP BP Plc Sponsored Adr 0.1%
Value ($000) $320 Shares 8,433 Est. Cost $36.94 Unrealized
ARTKX Artisan International Value Investor 0.1%
Value ($000) $319 Shares 10,293 Est. Cost $36.92 Unrealized
WELL Welltower Inc - REIT 0.1%
Value ($000) $317 Shares 4,565 Est. Cost $42.99 Unrealized +25.9%
D Dominion Energy Inc 0.1%
Value ($000) $317 Shares 4,435 Est. Cost $37.94 Unrealized +40.3%
BHP Group PLC 0.1%
Value ($000) $313 Shares 7,464 Est. Cost $40.34 Unrealized
SSNC SS&C TECHNOLOGIES HLDGS INC COM 0.1%
Value ($000) $311 Shares 6,894 Est. Cost $49.58 Unrealized -2.1%
MDYV Spdr S P 400 Mid Cap Value ETF 0.1%
Value ($000) $311 Shares 7,003 Est. Cost $44.41 Unrealized
1741046D STERIS PLC SHS USD 0.1%
Value ($000) $310 Shares 2,902 Est. Cost $93.39 Unrealized
CPRT Copart Inc 0.1%
Value ($000) $308 Shares 6,450 Est. Cost $11.57 Unrealized +6.7%
FIVE Five Below Inc 0.1%
Value ($000) $306 Shares 2,990 Est. Cost $110.51 Unrealized 0.0%
TXRH Texas Roadhouse Inc Com 0.1%
Value ($000) $306 Shares 5,122 Est. Cost $50.51 Unrealized +13.0%
RJF Raymond James Financial Inc. 0.1%
Value ($000) $304 Shares 4,079 Est. Cost $55.10 Unrealized -13.6%
KEYS Keysight Technologies Inc 0.1%
Value ($000) $299 Shares 4,812 Est. Cost $60.17 Unrealized 0.0%
CRL Charles River Laboratories 0.1%
Value ($000) $295 Shares 2,610 Est. Cost $107.79 Unrealized +16.2%
CTAS Cintas Corp 0.1%
Value ($000) $294 Shares 1,753 Est. Cost $38.40 Unrealized +8.4%
Royal Dutch Shell Plc Adr Cl B 0.1%
Value ($000) $293 Shares 4,880 Est. Cost $65.46 Unrealized
RBC RBC Bearings Inc 0.1%
Value ($000) $293 Shares 2,236 Est. Cost $145.55 Unrealized 0.0%
MPWR Monolithic Power Systems 0.1%
Value ($000) $290 Shares 2,495 Est. Cost $111.03 Unrealized +1.7%
QLYS Qualys Inc 0.1%
Value ($000) $289 Shares 3,862 Est. Cost $80.38 Unrealized -6.2%
H Hyatt Hotels Corp 0.1%
Value ($000) $289 Shares 4,277 Est. Cost $76.05 Unrealized -10.3%
ODFL Old Dominion Fght Lines Inc 0.1%
Value ($000) $285 Shares 2,308 Est. Cost $45.75 Unrealized -6.3%
FLRN SPDR Bloomberg Barclays Inv Gr Flting Rt ETF 0.1%
Value ($000) $285 Shares 9,400 Est. Cost $30.32 Unrealized
JKHY Henry Jack & Assoc Inc 0.1%
Value ($000) $285 Shares 2,253 Est. Cost $110.76 Unrealized +17.7%
COST Costco Whsl Corp New 0.1%
Value ($000) $282 Shares 1,383 Est. Cost $120.82 Unrealized +67.2%
MTB M&T Bk Corp 0.1%
Value ($000) $279 Shares 1,950 Est. Cost $92.20 Unrealized +38.4%
AIG Amern Intl Group Inc New 0.1%
Value ($000) $279 Shares 7,075 Est. Cost $46.74 Unrealized -22.6%
GNRC Generac Holdings Inc 0.1%
Value ($000) $276 Shares 5,559 Est. Cost $53.63 Unrealized 0.0%
REPYY Repsol YPF SA Sponsored Adr 0.1%
Value ($000) $275 Shares 17,059 Est. Cost $16.12 Unrealized
EXC Exelon Corp 0.1%
Value ($000) $275 Shares 6,106 Est. Cost $16.53 Unrealized +50.8%
BCE BCE Inc New 0.1%
Value ($000) $274 Shares 6,923 Est. Cost $27.34 Unrealized -4.8%
ROST Ross Stores Inc 0.1%
Value ($000) $271 Shares 3,261 Est. Cost $56.88 Unrealized +48.3%
G Genpact Limited 0.1%
Value ($000) $271 Shares 10,053 Est. Cost $29.65 Unrealized -11.7%
UFCS United Fire Group Inc Com 0.1%
Value ($000) $262 Shares 4,728 Est. Cost $45.06 Unrealized +14.3%
FCX Freeport-McMoRan Copper & Gold 0.1%
Value ($000) $261 Shares 25,298 Est. Cost $12.18 Unrealized -12.3%
ROL Rollins, Inc. 0.1%
Value ($000) $259 Shares 7,171 Est. Cost $23.62 Unrealized +0.3%
Alexion Pharmaceuticals Inc Com 0.1%
Value ($000) $259 Shares 2,662 Est. Cost $97.30 Unrealized
AVY Avery Dennison Corp 0.1%
Value ($000) $256 Shares 2,851 Est. Cost $100.51 Unrealized -17.5%
AER AerCap Holdings NV 0.1%
Value ($000) $253 Shares 6,388 Est. Cost $51.06 Unrealized -3.5%
ZBRA Zebra Technologies Inc. Cl A 0.1%
Value ($000) $251 Shares 1,574 Est. Cost $166.48 Unrealized 0.0%
LFUS Littlefuse Inc 0.1%
Value ($000) $249 Shares 1,450 Est. Cost $214.58 Unrealized -16.9%
TCF Financial Corp 0.1%
Value ($000) $244 Shares 12,494 Est. Cost $14.18 Unrealized
AAGIY AIA Group Ltd 0.1%
Value ($000) $239 Shares 7,183 Est. Cost $33.83 Unrealized
BIIB Biogen Inc. 0.1%
Value ($000) $239 Shares 794 Est. Cost $308.16 Unrealized +3.6%
SVNDY Seven & I Hldgs Co Ltd Adr 0.1%
Value ($000) $237 Shares 10,880 Est. Cost $21.33 Unrealized
TROW Price T Rowe Associates Inc. 0.1%
Value ($000) $237 Shares 2,569 Est. Cost $50.54 Unrealized +44.7%
CBU Community Bank System Inc 0.0%
Value ($000) $235 Shares 4,038 Est. Cost $43.20 Unrealized +13.2%
IJJ Ishares S&P Midcap 400 Value Index 0.0%
Value ($000) $231 Shares 1,667 Est. Cost $138.57 Unrealized
DEO Diageo Plc New Adr 0.0%
Value ($000) $230 Shares 1,620 Est. Cost $135.39 Unrealized
JAZZ Jazz Pharmaceuticals PLC 0.0%
Value ($000) $229 Shares 1,846 Est. Cost $163.46 Unrealized -9.2%
PVH PVH Corp 0.0%
Value ($000) $225 Shares 2,421 Est. Cost $144.16 Unrealized -21.5%
CMI Cummins Engine Co Inc 0.0%
Value ($000) $225 Shares 1,687 Est. Cost $117.48 Unrealized 0.0%
IJK Ishares Tr S&P Midcap 400 Growth 0.0%
Value ($000) $224 Shares 1,170 Est. Cost $191.45 Unrealized
Glaxo Smithkline Sponsored Adr 0.0%
Value ($000) $223 Shares 5,842 Est. Cost $42.73 Unrealized
SNN Smith & Nephew PLC Sponsored ADR 0.0%
Value ($000) $222 Shares 5,931 Est. Cost $38.11 Unrealized
FDX FedEx Corp. 0.0%
Value ($000) $221 Shares 1,370 Est. Cost $149.39 Unrealized +24.4%
Continental Building Products Inc 0.0%
Value ($000) $220 Shares 8,638 Est. Cost $28.55 Unrealized
E Trade Finl Corp 0.0%
Value ($000) $220 Shares 5,021 Est. Cost $52.37 Unrealized
TTWO Take-Two Interactive Software Inc. 0.0%
Value ($000) $220 Shares 2,135 Est. Cost $127.59 Unrealized -9.8%
MWTIX Metropolitan West Total Return Class I 0.0%
Value ($000) $218 Shares 20,939 Est. Cost $10.30 Unrealized
Suntrust Bks Inc 0.0%
Value ($000) $218 Shares 4,320 Est. Cost $67.91 Unrealized
HPQ HP Inc 0.0%
Value ($000) $216 Shares 10,576 Est. Cost $17.36 Unrealized +5.1%
ACSAY ACS Actividades de Construccion 0.0%
Value ($000) $216 Shares 27,981 Est. Cost $7.81 Unrealized
AEO American Eagle Outfitters 0.0%
Value ($000) $214 Shares 11,055 Est. Cost $15.28 Unrealized +13.1%
AME Ametek Inc 0.0%
Value ($000) $213 Shares 3,150 Est. Cost $59.75 Unrealized +14.4%
MSG Network, Inc. 0.0%
Value ($000) $212 Shares 8,991 Est. Cost $23.95 Unrealized
BTI British Amern Tob Plc Sponsored Adr 0.0%
Value ($000) $212 Shares 6,653 Est. Cost $57.69 Unrealized
SOMLY Secom Co Ltd ADR 0.0%
Value ($000) $211 Shares 10,141 Est. Cost $18.37 Unrealized
SIEGY Siemens AG ADR 0.0%
Value ($000) $209 Shares 3,750 Est. Cost $63.70 Unrealized
CABGY Carlsberg Sponsored ADR 0.0%
Value ($000) $208 Shares 9,797 Est. Cost $23.80 Unrealized
ESLOY Essilor Luxottica SA ADR 0.0%
Value ($000) $207 Shares 3,276 Est. Cost $67.45 Unrealized
DBOEY Deutsche Boerse 0.0%
Value ($000) $206 Shares 17,151 Est. Cost $13.59 Unrealized
FCBC First Cmnty Bankshares Inc 0.0%
Value ($000) $204 Shares 6,470 Est. Cost $22.99 Unrealized +3.5%
TR Tootsie Roll Inds Inc 0.0%
Value ($000) $204 Shares 6,100 Est. Cost $27.89 Unrealized 0.0%
HSY Hershey Company 0.0%
Value ($000) $203 Shares 1,894 Est. Cost $90.02 Unrealized 0.0%
ESGE Ishares MSCI Emerging Mkts ESG Optimized ETF 0.0%
Value ($000) $203 Shares 6,627 Est. Cost $30.63 Unrealized
GPC Genuine Parts Co 0.0%
Value ($000) $202 Shares 2,105 Est. Cost $76.26 Unrealized +5.5%
Cerner Corp. 0.0%
Value ($000) $202 Shares 3,853 Est. Cost $59.89 Unrealized
NXPI NXP Semiconductors NV 0.0%
Value ($000) $202 Shares 2,755 Est. Cost $70.60 Unrealized 0.0%
EONGY E.ON AG 0.0%
Value ($000) $201 Shares 20,385 Est. Cost $11.09 Unrealized
ORANY Orange 0.0%
Value ($000) $200 Shares 12,364 Est. Cost $17.11 Unrealized
ENGIY Engie Sponsored ADR 0.0%
Value ($000) $200 Shares 13,958 Est. Cost $16.65 Unrealized
DANOY Danone Sa Adr 0.0%
Value ($000) $194 Shares 13,765 Est. Cost $14.09 Unrealized
COHU Cohu Inc. 0.0%
Value ($000) $193 Shares 12,000 Est. Cost $20.80 Unrealized -10.2%
TRYIY Toray Industries 0.0%
Value ($000) $189 Shares 13,420 Est. Cost $18.06 Unrealized
LYG Lloyds TSB Group plc 0.0%
Value ($000) $188 Shares 73,359 Est. Cost $3.53 Unrealized
SAN Banco De Santander Cent Hispano S A Adr 0.0%
Value ($000) $188 Shares 42,057 Est. Cost $6.22 Unrealized
DNB ASA 0.0%
Value ($000) $184 Shares 11,558 Est. Cost $19.34 Unrealized
ISNPY ADR Intesa SanPaolo SPA 0.0%
Value ($000) $183 Shares 13,725 Est. Cost $20.32 Unrealized
IDEXY Industria De Diseno Textile SA 0.0%
Value ($000) $180 Shares 14,072 Est. Cost $15.18 Unrealized
SMFG Sumitomo Mitsui Finl Group ADR 0.0%
Value ($000) $179 Shares 27,526 Est. Cost $8.49 Unrealized
United Financial Bancorp, Inc 0.0%
Value ($000) $179 Shares 12,208 Est. Cost $16.17 Unrealized
FANUY Fanuc Corporation ADR 0.0%
Value ($000) $173 Shares 11,399 Est. Cost $18.89 Unrealized
JBAXY Julius Baer Group LTD-UN ADR 0.0%
Value ($000) $161 Shares 22,654 Est. Cost $11.55 Unrealized
F Ford Motor Company 0.0%
Value ($000) $160 Shares 20,854 Est. Cost $7.81 Unrealized -20.5%
KEY Key Corp. 0.0%
Value ($000) $160 Shares 10,849 Est. Cost $12.51 Unrealized 0.0%
KVHI KVH Inds Inc 0.0%
Value ($000) $154 Shares 14,954 Est. Cost $10.69 Unrealized +6.9%
MBGYY Daimler AG ADR 0.0%
Value ($000) $152 Shares 11,600 Est. Cost $16.05 Unrealized
INN Summit Hotel Properties 0.0%
Value ($000) $136 Shares 13,927 Est. Cost $13.58 Unrealized
Lexington Rlty Tr Com 0.0%
Value ($000) $113 Shares 13,725 Est. Cost $7.89 Unrealized
DRH Diamondrock Hospitality Co 0.0%
Value ($000) $103 Shares 11,300 Est. Cost $11.69 Unrealized
NMRK Newmark Group, Inc. 0.0%
Value ($000) $83 Shares 10,384 Est. Cost $12.85 Unrealized -34.0%
Trustco Bank Corp NY 0.0%
Value ($000) $83 Shares 12,081 Est. Cost $8.40 Unrealized
NOK Nokia Corp Sponsored Finland Adr 0.0%
Value ($000) $58 Shares 10,000 Est. Cost $7.46 Unrealized
AXTI AXT Inc. 0.0%
Value ($000) $53 Shares 12,268 Est. Cost $8.12 Unrealized -31.7%
FKINX Franklin Income Fund Class A 0.0%
Value ($000) $31 Shares 14,676 Est. Cost $2.11 Unrealized
JCI Limited Zar0.01 0.0%
Value ($000) $29 Shares 29,442 Est. Cost Unrealized
Curaegis Technologies Inc 0.0%
Value ($000) $3 Shares 14,900 Est. Cost $0.34 Unrealized
Rayonier Inc REIT Fractional CUSIP 0.0%
Value ($000) $0 Shares 50,000 Est. Cost Unrealized