BRYN MAWR TRUST Co Diversified Active

CIK: 0000900974 · Show all filings

Period: Q3 2022 (← Previous) (Next →)

Filing Date: Nov 14, 2022

Total Value ($000): $2,047,779 (100.0% shares, 0.0% debt)

Holdings (361)

AAPL APPLE INC 6.2%
Value ($000) $127,355 Shares 921,530 Est. Cost $87.29 Unrealized +76.7%
VEA VANGUARD 4.7%
Value ($000) $97,068 Shares 2,669,642 Est. Cost $40.07 Unrealized
IWY ISHARES 3.5%
Value ($000) $71,913 Shares 601,831 Est. Cost $122.50 Unrealized
MSFT MICROSOFT CORP 3.5%
Value ($000) $71,728 Shares 307,978 Est. Cost $30.06 Unrealized +754.5%
IJJ ISHARES 3.2%
Value ($000) $64,535 Shares 717,048 Est. Cost $106.21 Unrealized
IJK ISHARES 2.8%
Value ($000) $57,304 Shares 909,289 Est. Cost $89.03 Unrealized
VTI VANGUARD 2.4%
Value ($000) $49,602 Shares 276,383 Est. Cost $156.36 Unrealized
JNJ JOHNSON & JOHNSON 2.1%
Value ($000) $43,398 Shares 265,655 Est. Cost $72.27 Unrealized +111.6%
SCZ ISHARES 1.7%
Value ($000) $35,067 Shares 718,875 Est. Cost $61.68 Unrealized
PEP PEPSICO INC 1.7%
Value ($000) $34,221 Shares 209,609 Est. Cost $61.21 Unrealized +152.3%
FREL FIDELITY 1.6%
Value ($000) $32,546 Shares 1,360,623 Est. Cost $25.05 Unrealized
HSY HERSHEY CO 1.6%
Value ($000) $32,258 Shares 146,316 Est. Cost $63.06 Unrealized +225.5%
TMO THERMO FISHER SCIENTIFIC INC 1.5%
Value ($000) $30,502 Shares 60,140 Est. Cost $102.67 Unrealized +439.7%
JPST JPMORGAN 1.5%
Value ($000) $29,711 Shares 592,324 Est. Cost $49.77 Unrealized
GOOG ALPHABET INC 1.4%
Value ($000) $28,055 Shares 291,791 Est. Cost $107.39 Unrealized +3.2%
SPY SPDR 1.3%
Value ($000) $26,345 Shares 73,757 Est. Cost $181.69 Unrealized
VWO VANGUARD 1.3%
Value ($000) $26,099 Shares 715,227 Est. Cost $40.76 Unrealized
ABT ABBOTT LABS 1.3%
Value ($000) $25,908 Shares 267,759 Est. Cost $26.68 Unrealized +274.8%
JPM JPMORGAN 1.3%
Value ($000) $25,651 Shares 245,460 Est. Cost $45.67 Unrealized +131.3%
IJH ISHARES 1.1%
Value ($000) $22,638 Shares 103,252 Est. Cost $132.67 Unrealized
IWX ISHARES 1.0%
Value ($000) $19,531 Shares 338,429 Est. Cost $53.65 Unrealized
XOM EXXON MOBIL CORP 1.0%
Value ($000) $19,490 Shares 223,227 Est. Cost $52.79 Unrealized +54.1%
MA MASTERCARD INC A 0.9%
Value ($000) $19,341 Shares 68,018 Est. Cost $71.59 Unrealized +354.2%
HON HONEYWELL INTL INC 0.9%
Value ($000) $18,569 Shares 111,213 Est. Cost $76.48 Unrealized +112.0%
BDX BECTON DICKINSON 0.9%
Value ($000) $18,105 Shares 81,251 Est. Cost $99.06 Unrealized +136.7%
UPS UNITED PARCEL SVC INC 0.9%
Value ($000) $17,483 Shares 108,228 Est. Cost $57.16 Unrealized +180.8%
CSCO CISCO SYSTEMS INC 0.8%
Value ($000) $17,321 Shares 433,015 Est. Cost $16.74 Unrealized +139.2%
QQQ INVESCO 0.8%
Value ($000) $16,823 Shares 62,946 Est. Cost $171.85 Unrealized
V VISA INC 0.8%
Value ($000) $15,591 Shares 87,766 Est. Cost $54.98 Unrealized +260.8%
ADI ANALOG DEVICES 0.8%
Value ($000) $15,576 Shares 111,781 Est. Cost $62.67 Unrealized +137.7%
LOW LOWES COS INC 0.8%
Value ($000) $15,421 Shares 82,108 Est. Cost $93.85 Unrealized +94.3%
PG PROCTER & GAMBLE CO/THE 0.7%
Value ($000) $14,715 Shares 116,559 Est. Cost $64.39 Unrealized +102.8%
AMGN AMGEN INC 0.7%
Value ($000) $13,812 Shares 61,278 Est. Cost $96.29 Unrealized +126.3%
CVX CHEVRON CORP NEW 0.7%
Value ($000) $13,801 Shares 96,058 Est. Cost $80.66 Unrealized +64.7%
NKE NIKE INC 0.7%
Value ($000) $13,680 Shares 164,572 Est. Cost $42.10 Unrealized +141.3%
SYY SYSCO CORP 0.7%
Value ($000) $13,665 Shares 193,260 Est. Cost $28.17 Unrealized +168.8%
IVV ISHARES 0.7%
Value ($000) $13,599 Shares 37,918 Est. Cost $235.24 Unrealized
IWM ISHARES 0.7%
Value ($000) $13,548 Shares 82,147 Est. Cost $98.22 Unrealized
MRK MERCK & CO INC NEW 0.7%
Value ($000) $13,392 Shares 155,509 Est. Cost $35.93 Unrealized +123.8%
COP CONOCOPHILLIPS 0.6%
Value ($000) $12,881 Shares 125,862 Est. Cost $42.58 Unrealized +107.1%
TJX TJX COS INC 0.6%
Value ($000) $12,870 Shares 207,180 Est. Cost $33.24 Unrealized +80.2%
SCHWAB VALUE FOR A/C 0.6%
Value ($000) $12,829 Shares 1 Est. Cost $12364000.00 Unrealized
AMZN AMAZON.COM INC 0.6%
Value ($000) $12,403 Shares 109,756 Est. Cost $121.22 Unrealized +4.3%
NEE NEXTERA ENERGY INC 0.6%
Value ($000) $11,811 Shares 150,626 Est. Cost $55.41 Unrealized +39.2%
VZ VERIZON COMMUNICATIONS INC 0.6%
Value ($000) $11,752 Shares 309,482 Est. Cost $27.83 Unrealized +28.5%
TFC TRUIST FINANCIAL CORP 0.6%
Value ($000) $11,455 Shares 263,114 Est. Cost $40.95 Unrealized -1.8%
GLW CORNING INC 0.5%
Value ($000) $11,006 Shares 379,274 Est. Cost $10.37 Unrealized +196.6%
HD HOME DEPOT INC 0.5%
Value ($000) $10,808 Shares 39,165 Est. Cost $55.51 Unrealized +387.6%
SYK STRYKER CORP 0.5%
Value ($000) $10,802 Shares 53,331 Est. Cost $65.15 Unrealized +211.6%
IJS ISHARES 0.5%
Value ($000) $10,508 Shares 127,449 Est. Cost $99.88 Unrealized
INTU INTUIT INC 0.5%
Value ($000) $10,252 Shares 26,467 Est. Cost $61.54 Unrealized +586.8%
NSC NORFOLK SOUTHERN CORP 0.5%
Value ($000) $9,961 Shares 47,512 Est. Cost $98.54 Unrealized +126.1%
SCHWAB VALUE FOR A/C 0.5%
Value ($000) $9,890 Shares 1 Est. Cost $6711000.00 Unrealized
MCD MCDONALDS CORP 0.5%
Value ($000) $9,889 Shares 42,855 Est. Cost $87.33 Unrealized +170.6%
NDSN NORDSON CORP 0.5%
Value ($000) $9,713 Shares 45,755 Est. Cost $66.18 Unrealized +224.7%
AFL AFLAC INC 0.5%
Value ($000) $9,564 Shares 170,169 Est. Cost $27.91 Unrealized +95.5%
IJT ISHARES 0.5%
Value ($000) $9,515 Shares 93,594 Est. Cost $138.28 Unrealized
JCI JOHNSON CONTROLS INTL PLC 0.5%
Value ($000) $9,411 Shares 191,203 Est. Cost $33.45 Unrealized +48.4%
MMM 3M CO 0.4%
Value ($000) $9,215 Shares 83,395 Est. Cost $65.20 Unrealized +47.9%
DRI DARDEN RESTAURANTS INC COM 0.4%
Value ($000) $9,005 Shares 71,288 Est. Cost $33.22 Unrealized +237.7%
PFE PFIZER INC 0.4%
Value ($000) $8,283 Shares 189,286 Est. Cost $15.74 Unrealized +156.7%
RJF RAYMOND JAMES FINL INC 0.4%
Value ($000) $8,282 Shares 83,813 Est. Cost $45.99 Unrealized +109.2%
CME CME GROUP INC 0.4%
Value ($000) $8,186 Shares 46,213 Est. Cost $42.93 Unrealized +297.2%
CACI CACI INTERNATIONAL INC 0.4%
Value ($000) $8,001 Shares 30,651 Est. Cost $77.17 Unrealized +265.1%
DIS DISNEY WALT CO NEW 0.4%
Value ($000) $7,936 Shares 84,131 Est. Cost $106.65 Unrealized -2.0%
AWK AMERICAN WTR WKS CO INC NEW 0.4%
Value ($000) $7,711 Shares 59,246 Est. Cost $38.71 Unrealized +261.6%
BRK/B BERKSHIRE HATHAWAY INC 0.4%
Value ($000) $7,711 Shares 28,879 Est. Cost $129.42 Unrealized +119.9%
IJR ISHARES 0.4%
Value ($000) $7,681 Shares 88,090 Est. Cost $85.73 Unrealized
DD DUPONT DE NEMOURS INC 0.4%
Value ($000) $7,614 Shares 151,062 Est. Cost $20.84 Unrealized +6.7%
PAYX PAYCHEX INC 0.4%
Value ($000) $7,605 Shares 67,778 Est. Cost $26.62 Unrealized +321.1%
GOOGL ALPHABET INC 0.4%
Value ($000) $7,472 Shares 78,115 Est. Cost $107.48 Unrealized +2.4%
CBOE CBOE GLOBAL MARKETS INC 0.4%
Value ($000) $7,386 Shares 62,936 Est. Cost $36.70 Unrealized +215.5%
SNAXX SCHWAB VALUE ADVANTAGE 0.4%
Value ($000) $7,175 Shares 7,175,000 Est. Cost $1.00 Unrealized
MASI MASIMO CORP 0.3%
Value ($000) $7,128 Shares 50,499 Est. Cost $24.69 Unrealized +491.8%
BMY BRISTOL MYERS SQUIBB 0.3%
Value ($000) $7,023 Shares 98,789 Est. Cost $26.10 Unrealized +138.7%
LLY ELI LILLY & CO 0.3%
Value ($000) $6,997 Shares 21,639 Est. Cost $45.18 Unrealized +581.9%
BMI BADGER METER INC 0.3%
Value ($000) $6,580 Shares 71,217 Est. Cost $30.15 Unrealized +200.4%
APTIV PLC 0.3%
Value ($000) $6,554 Shares 83,789 Est. Cost $84.66 Unrealized
UNILEVER PLC SPONSORED ADR NEW 0.3%
Value ($000) $6,530 Shares 148,952 Est. Cost $42.94 Unrealized
MKC MCCORMICK & CO INC 0.3%
Value ($000) $6,470 Shares 90,775 Est. Cost $56.13 Unrealized +38.0%
UFPI UFP INDS INC 0.3%
Value ($000) $6,464 Shares 89,570 Est. Cost $42.92 Unrealized +85.3%
EOG EOG RESOURCES INC 0.3%
Value ($000) $6,462 Shares 57,830 Est. Cost $65.80 Unrealized +48.4%
SCHWAB VALUE FOR A/C 0.3%
Value ($000) $6,443 Shares 1 Est. Cost $17872000.00 Unrealized
EFA ISHARES 0.3%
Value ($000) $6,406 Shares 114,356 Est. Cost $59.19 Unrealized
PRU PRUDENTIAL FINL INC 0.3%
Value ($000) $6,365 Shares 74,207 Est. Cost $52.90 Unrealized +54.0%
MMSI MERIT MEDICAL SYSTEM 0.3%
Value ($000) $6,338 Shares 112,162 Est. Cost $22.27 Unrealized +158.6%
PSX PHILLIPS 66 0.3%
Value ($000) $6,213 Shares 76,970 Est. Cost $63.37 Unrealized +19.0%
SWKS SKYWORKS SOLUTIONS INC 0.3%
Value ($000) $6,094 Shares 71,466 Est. Cost $71.84 Unrealized +28.2%
CRM SALESFORCE INC 0.3%
Value ($000) $6,090 Shares 42,334 Est. Cost $181.76 Unrealized -7.8%
ABM ABM INDUSTRIES INCORPORATED COM 0.3%
Value ($000) $6,034 Shares 157,817 Est. Cost $20.43 Unrealized +99.3%
SXI STANDEX INTERNATIONAL CORP 0.3%
Value ($000) $6,017 Shares 73,691 Est. Cost $61.48 Unrealized +45.3%
TFX TELEFLEX INC 0.3%
Value ($000) $5,771 Shares 28,643 Est. Cost $96.09 Unrealized +142.6%
UNP UNION PACIFIC CORP 0.3%
Value ($000) $5,676 Shares 29,134 Est. Cost $69.49 Unrealized +193.9%
CAC CAMDEN 0.3%
Value ($000) $5,626 Shares 132,056 Est. Cost $22.68 Unrealized +70.5%
INTC INTEL CORP 0.3%
Value ($000) $5,555 Shares 215,582 Est. Cost $33.42 Unrealized -3.3%
ACN ACCENTURE PLC CL A 0.3%
Value ($000) $5,520 Shares 21,454 Est. Cost $164.44 Unrealized +67.1%
UNH UNITEDHEALTH GROUP INC 0.3%
Value ($000) $5,289 Shares 10,472 Est. Cost $188.90 Unrealized +162.1%
SHY ISHARES 0.3%
Value ($000) $5,169 Shares 63,652 Est. Cost $82.00 Unrealized
AUB ATLANTIC UNION BANKSHARES CORP 0.3%
Value ($000) $5,151 Shares 169,565 Est. Cost $27.27 Unrealized +7.4%
IWR ISHARES 0.2%
Value ($000) $5,080 Shares 81,751 Est. Cost $64.29 Unrealized
DLTR DOLLAR TREE INC 0.2%
Value ($000) $5,010 Shares 36,817 Est. Cost $92.26 Unrealized +68.7%
IWF ISHARES 0.2%
Value ($000) $5,001 Shares 23,766 Est. Cost $104.19 Unrealized
ABBV ABBVIE INC 0.2%
Value ($000) $4,908 Shares 36,566 Est. Cost $36.16 Unrealized +251.5%
AMAT APPLIED MATERIALS INC 0.2%
Value ($000) $4,779 Shares 58,333 Est. Cost $120.90 Unrealized -22.7%
KLAC KLA CORP 0.2%
Value ($000) $4,728 Shares 15,622 Est. Cost $154.24 Unrealized +117.0%
CHD CHURCH & DWIGHT INC 0.2%
Value ($000) $4,722 Shares 66,107 Est. Cost $39.29 Unrealized +110.8%
LABORATORY CORP AMER HLDGS 0.2%
Value ($000) $4,684 Shares 22,874 Est. Cost $116.22 Unrealized
HRL HORMEL FOODS CORP 0.2%
Value ($000) $4,609 Shares 101,432 Est. Cost $23.83 Unrealized +81.5%
KWR QUAKER 0.2%
Value ($000) $4,352 Shares 30,144 Est. Cost $74.46 Unrealized +120.3%
DGRW WISDOMTREE 0.2%
Value ($000) $4,344 Shares 80,597 Est. Cost $50.29 Unrealized
SXT SENSIENT TECHNOLOGIES CORP 0.2%
Value ($000) $4,339 Shares 62,587 Est. Cost $47.17 Unrealized +71.0%
CRUS CIRRUS LOGIC 0.2%
Value ($000) $4,263 Shares 61,961 Est. Cost $30.36 Unrealized +158.7%
KO COCA-COLA CO/THE 0.2%
Value ($000) $4,126 Shares 73,648 Est. Cost $33.59 Unrealized +66.9%
MMS MAXIMUS INC 0.2%
Value ($000) $4,063 Shares 70,215 Est. Cost $44.66 Unrealized +39.6%
MCHP MICROCHIP TECHNOLOGY INC 0.2%
Value ($000) $4,041 Shares 66,226 Est. Cost $43.29 Unrealized +40.1%
BRC BRADY CORPORATION 0.2%
Value ($000) $4,028 Shares 96,514 Est. Cost $26.04 Unrealized +67.6%
GPN GLOBAL PMTS INC 0.2%
Value ($000) $3,985 Shares 36,876 Est. Cost $154.21 Unrealized -22.7%
PPG PPG INDUSTRIES INC 0.2%
Value ($000) $3,981 Shares 35,959 Est. Cost $109.19 Unrealized +5.2%
WSFS WSFS FINL CORP 0.2%
Value ($000) $3,647 Shares 78,490 Est. Cost $51.15 Unrealized -8.6%
TXN TEXAS INSTRUMENTS INC 0.2%
Value ($000) $3,640 Shares 23,519 Est. Cost $30.69 Unrealized +394.1%
IDXX IDEXX LABORATORIES INC 0.2%
Value ($000) $3,621 Shares 11,114 Est. Cost $260.97 Unrealized +40.8%
PTC PTC INC 0.2%
Value ($000) $3,573 Shares 34,162 Est. Cost $131.10 Unrealized -13.0%
EEM ISHARES 0.2%
Value ($000) $3,519 Shares 100,889 Est. Cost $42.22 Unrealized
KMB KIMBERLY CLARK CORP 0.2%
Value ($000) $3,498 Shares 31,084 Est. Cost $64.25 Unrealized +77.9%
HXL HEXCEL CORP 0.2%
Value ($000) $3,348 Shares 64,746 Est. Cost $36.16 Unrealized +61.0%
GL GLOBE LIFE INC 0.2%
Value ($000) $3,347 Shares 33,575 Est. Cost $86.06 Unrealized +13.4%
SCHW CHARLES SCHWAB CORP 0.2%
Value ($000) $3,229 Shares 44,928 Est. Cost $29.15 Unrealized +127.1%
ADP AUTOMATIC DATA PROCESSING INC 0.2%
Value ($000) $3,228 Shares 14,272 Est. Cost $54.71 Unrealized +300.4%
DE DEERE & CO 0.2%
Value ($000) $3,199 Shares 9,579 Est. Cost $102.13 Unrealized +219.7%
NULV NUVEEN ESG LARGE CAP VALUE ETF 0.2%
Value ($000) $3,151 Shares 102,089 Est. Cost $29.40 Unrealized
TSLA TESLA INC 0.2%
Value ($000) $3,095 Shares 11,670 Est. Cost $223.84 Unrealized +24.8%
LHC GROUP INC COM 0.1%
Value ($000) $3,071 Shares 18,763 Est. Cost $87.96 Unrealized
MOS MOSAIC COMPANY 0.1%
Value ($000) $3,065 Shares 63,424 Est. Cost $26.50 Unrealized +78.0%
BLACKROCK INC 0.1%
Value ($000) $3,033 Shares 5,512 Est. Cost $655.97 Unrealized
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $2,946 Shares 35,498 Est. Cost $55.35 Unrealized +46.2%
BC BRUNSWICK CORP 0.1%
Value ($000) $2,927 Shares 44,721 Est. Cost $46.91 Unrealized +48.2%
SCHWAB VALUE FOR A/C 0.1%
Value ($000) $2,889 Shares 1 Est. Cost $2689000.00 Unrealized
PNC PNC FINL SVCS GROUP INC 0.1%
Value ($000) $2,864 Shares 19,166 Est. Cost $72.97 Unrealized +94.6%
MO ALTRIA GROUP INC 0.1%
Value ($000) $2,746 Shares 68,018 Est. Cost $24.51 Unrealized +34.9%
IVW ISHARES 0.1%
Value ($000) $2,745 Shares 47,452 Est. Cost $80.40 Unrealized
ORCL ORACLE CORP 0.1%
Value ($000) $2,727 Shares 44,652 Est. Cost $36.46 Unrealized +92.4%
VIG VANGUARD 0.1%
Value ($000) $2,696 Shares 19,947 Est. Cost $104.19 Unrealized
IBM IBM CORP 0.1%
Value ($000) $2,547 Shares 21,438 Est. Cost $115.66 Unrealized -0.0%
NVDA NVIDIA CORP 0.1%
Value ($000) $2,490 Shares 20,511 Est. Cost $16.67 Unrealized -5.3%
IWN ISHARES 0.1%
Value ($000) $2,445 Shares 18,968 Est. Cost $111.29 Unrealized
USPH US PHYSICAL THERAPY INC 0.1%
Value ($000) $2,441 Shares 32,115 Est. Cost $49.22 Unrealized +95.4%
IWV ISHARES 0.1%
Value ($000) $2,435 Shares 11,763 Est. Cost $119.91 Unrealized
SCHWAB VALUE FOR A/C 0.1%
Value ($000) $2,370 Shares 1 Est. Cost $1873000.00 Unrealized
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $2,354 Shares 8,035 Est. Cost $180.82 Unrealized +64.3%
PDER PARDEE RES CO 0.1%
Value ($000) $2,350 Shares 9,108 Est. Cost $174.76 Unrealized +48.9%
IWD ISHARES 0.1%
Value ($000) $2,342 Shares 17,222 Est. Cost $102.36 Unrealized
EMR EMERSON ELEC CO 0.1%
Value ($000) $2,304 Shares 31,469 Est. Cost $47.24 Unrealized +64.3%
VFC VF CORP 0.1%
Value ($000) $2,177 Shares 72,770 Est. Cost $51.80 Unrealized -16.7%
RTX RAYTHEON TECHNOLOGIES CORP 0.1%
Value ($000) $2,152 Shares 26,296 Est. Cost $54.85 Unrealized +52.9%
IEFA ISHARES 0.1%
Value ($000) $2,105 Shares 39,961 Est. Cost $54.30 Unrealized
SUB ISHARES 0.1%
Value ($000) $2,089 Shares 20,346 Est. Cost $104.67 Unrealized
WMT WALMART INC 0.1%
Value ($000) $2,076 Shares 16,003 Est. Cost $21.36 Unrealized +96.6%
CI CIGNA CORP NEW 0.1%
Value ($000) $2,028 Shares 7,309 Est. Cost $178.31 Unrealized +48.5%
SCHWAB VALUE FOR A/C 0.1%
Value ($000) $2,020 Shares 1 Est. Cost $2020000.00 Unrealized
GVI ISHARES 0.1%
Value ($000) $2,011 Shares 19,774 Est. Cost $104.57 Unrealized
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $1,967 Shares 27,996 Est. Cost $43.42 Unrealized +66.9%
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $1,955 Shares 10,822 Est. Cost $59.00 Unrealized +207.9%
DISCOVER FINANCIAL SVCS 0.1%
Value ($000) $1,923 Shares 21,151 Est. Cost $48.50 Unrealized
WWW WOLVERINE WORLD WIDE INC 0.1%
Value ($000) $1,907 Shares 123,912 Est. Cost $22.23 Unrealized -16.3%
AFG AMERICAN FINL GROUP INC OHIO 0.1%
Value ($000) $1,903 Shares 15,481 Est. Cost $19.13 Unrealized +445.2%
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $1,822 Shares 50,736 Est. Cost $43.92 Unrealized -23.9%
DORM DORMAN PRODUCTS INC 0.1%
Value ($000) $1,813 Shares 22,075 Est. Cost $79.66 Unrealized +23.6%
GLD SPDR GOLD TRUST GOLD SHS 0.1%
Value ($000) $1,758 Shares 11,367 Est. Cost $136.20 Unrealized
CLX CLOROX CO 0.1%
Value ($000) $1,729 Shares 13,468 Est. Cost $59.19 Unrealized +117.7%
WTRG ESSENTIAL UTILITIES INC 0.1%
Value ($000) $1,646 Shares 39,767 Est. Cost $47.46 Unrealized +2.1%
APD AIR PRODUCTS & CHEMICALS INC 0.1%
Value ($000) $1,597 Shares 6,863 Est. Cost $82.11 Unrealized +175.7%
MTB M & T BANK CORP 0.1%
Value ($000) $1,568 Shares 8,896 Est. Cost $108.34 Unrealized +45.9%
ASTE ASTEC INDUSTRIES INC 0.1%
Value ($000) $1,556 Shares 49,878 Est. Cost $46.21 Unrealized -15.9%
SCHWAB VALUE FOR A/C 0.1%
Value ($000) $1,514 Shares 1 Est. Cost $1290000.00 Unrealized
USB US BANCORP NEW 0.1%
Value ($000) $1,494 Shares 37,069 Est. Cost $36.83 Unrealized +6.5%
BKNG BOOKING HOLDINGS INC 0.1%
Value ($000) $1,489 Shares 906 Est. Cost $1832.95 Unrealized +0.8%
FDX FEDEX CORP 0.1%
Value ($000) $1,472 Shares 9,920 Est. Cost $104.24 Unrealized +87.8%
CAT CATERPILLAR INC 0.1%
Value ($000) $1,471 Shares 8,964 Est. Cost $86.81 Unrealized +98.4%
PRIM PRIMORIS SVCS CORP 0.1%
Value ($000) $1,467 Shares 90,301 Est. Cost $32.26 Unrealized -35.3%
META META PLATFORMS INC 0.1%
Value ($000) $1,459 Shares 10,752 Est. Cost $166.30 Unrealized -3.2%
GIS GENERAL MILLS INC 0.1%
Value ($000) $1,444 Shares 18,854 Est. Cost $29.38 Unrealized +130.7%
IDV ISHARES 0.1%
Value ($000) $1,443 Shares 64,059 Est. Cost $27.43 Unrealized
STZ CONSTELLATION BRANDS INC 0.1%
Value ($000) $1,401 Shares 6,100 Est. Cost $177.15 Unrealized +29.5%
PPL PPL CORPORATION 0.1%
Value ($000) $1,347 Shares 53,152 Est. Cost $21.67 Unrealized +17.5%
PFF ISHARES 0.1%
Value ($000) $1,333 Shares 42,085 Est. Cost $36.13 Unrealized
VVATBMV VANGUARD 0.1%
Value ($000) $1,322 Shares 123,536 Est. Cost $13.40 Unrealized
MS MORGAN STANLEY 0.1%
Value ($000) $1,319 Shares 16,683 Est. Cost $48.18 Unrealized +56.2%
CMCSA COMCAST CORP 0.1%
Value ($000) $1,267 Shares 43,199 Est. Cost $32.72 Unrealized +2.9%
LNKB LINKBANCORP INC 0.1%
Value ($000) $1,256 Shares 167,500 Est. Cost $9.89 Unrealized -34.0%
COST COSTCO WHOLESALE CORP 0.1%
Value ($000) $1,176 Shares 2,490 Est. Cost $178.41 Unrealized +179.2%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $1,146 Shares 8,497 Est. Cost $64.20 Unrealized +125.8%
AGG ISHARES 0.1%
Value ($000) $1,106 Shares 11,482 Est. Cost $112.18 Unrealized
DHR DANAHER CORP 0.1%
Value ($000) $1,103 Shares 4,269 Est. Cost $96.48 Unrealized +149.5%
CTVA CORTEVA INC 0.1%
Value ($000) $1,077 Shares 18,849 Est. Cost $26.36 Unrealized +113.1%
MCO MOODYS CORPORATION 0.1%
Value ($000) $1,075 Shares 4,423 Est. Cost $54.18 Unrealized +421.1%
DOW DOW INC 0.1%
Value ($000) $1,045 Shares 23,797 Est. Cost $36.61 Unrealized +13.3%
IEMG ISHARES 0.0%
Value ($000) $1,009 Shares 23,468 Est. Cost $51.51 Unrealized
MDLZ MONDELEZ INTERNATIONAL INC 0.0%
Value ($000) $1,005 Shares 18,322 Est. Cost $24.88 Unrealized +127.5%
AEO AMERICAN EAGLE OUTFITTERS INC 0.0%
Value ($000) $995 Shares 102,208 Est. Cost $14.10 Unrealized -24.6%
QCOM QUALCOMM INC 0.0%
Value ($000) $984 Shares 8,711 Est. Cost $55.50 Unrealized +128.9%
MDT MEDTRONIC PLC 0.0%
Value ($000) $983 Shares 12,179 Est. Cost $72.76 Unrealized +11.0%
CSL CARLISLE COS INC 0.0%
Value ($000) $974 Shares 3,475 Est. Cost $56.67 Unrealized +385.8%
T AT&T INC 0.0%
Value ($000) $970 Shares 63,177 Est. Cost $11.52 Unrealized +30.9%
CATH GLOBAL 0.0%
Value ($000) $965 Shares 22,100 Est. Cost $35.37 Unrealized
CCK CROWN HOLDINGS INC 0.0%
Value ($000) $939 Shares 11,586 Est. Cost $47.49 Unrealized +89.0%
NSRGY NESTLE SA SPONSORED ADR 0.0%
Value ($000) $936 Shares 8,701 Est. Cost $78.43 Unrealized
NVO NOVO-NORDISK A/S SPONS ADR 0.0%
Value ($000) $914 Shares 9,177 Est. Cost $72.75 Unrealized
NVS NOVARTIS AG SPONSORED ADR 0.0%
Value ($000) $898 Shares 11,816 Est. Cost $73.82 Unrealized
MPB MID PENN BANCORP INC COM 0.0%
Value ($000) $898 Shares 31,252 Est. Cost $14.08 Unrealized +82.0%
BAC BANK OF AMERICA CORP 0.0%
Value ($000) $887 Shares 29,373 Est. Cost $18.83 Unrealized +62.5%
MDY SPDR 0.0%
Value ($000) $884 Shares 2,201 Est. Cost $331.10 Unrealized
GE GENERAL ELEC CO 0.0%
Value ($000) $877 Shares 14,167 Est. Cost $62.71 Unrealized -31.1%
DUK DUKE ENERGY CORP 0.0%
Value ($000) $862 Shares 9,269 Est. Cost $51.97 Unrealized +80.9%
LINDE PLC 0.0%
Value ($000) $854 Shares 3,168 Est. Cost $189.71 Unrealized
CMI CUMMINS INC 0.0%
Value ($000) $841 Shares 4,132 Est. Cost $99.01 Unrealized +98.1%
INCY INCYTE CORP 0.0%
Value ($000) $835 Shares 12,532 Est. Cost $75.91 Unrealized -2.7%
IWO ISHARES 0.0%
Value ($000) $832 Shares 4,031 Est. Cost $171.95 Unrealized
SBUX STARBUCKS CORP 0.0%
Value ($000) $827 Shares 9,820 Est. Cost $35.31 Unrealized +121.9%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $824 Shares 2,134 Est. Cost $186.59 Unrealized +104.1%
LNC LINCOLN 0.0%
Value ($000) $821 Shares 18,700 Est. Cost $38.61 Unrealized +1.6%
IWP ISHARES 0.0%
Value ($000) $796 Shares 10,150 Est. Cost $103.16 Unrealized
SPGI S&P GLOBAL INC 0.0%
Value ($000) $782 Shares 2,558 Est. Cost $184.41 Unrealized +88.6%
GMED GLOBUS MEDICAL INC 0.0%
Value ($000) $774 Shares 13,000 Est. Cost $17.31 Unrealized +248.0%
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $762 Shares 8,859 Est. Cost $103.64 Unrealized -14.6%
AMCOR PLC 0.0%
Value ($000) $749 Shares 69,740 Est. Cost $8.60 Unrealized +23.5%
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $732 Shares 3,903 Est. Cost $231.59 Unrealized -7.3%
ZBH ZIMMER BIOMET HLDGS INC 0.0%
Value ($000) $716 Shares 6,850 Est. Cost $125.75 Unrealized -15.3%
SNA SNAP-ON INC 0.0%
Value ($000) $698 Shares 3,465 Est. Cost $121.36 Unrealized +62.5%
TFEQX TEMPLETON INSTL FDS 0.0%
Value ($000) $676 Shares 74,977 Est. Cost $19.45 Unrealized
D DOMINION ENERGY INC 0.0%
Value ($000) $664 Shares 9,605 Est. Cost $39.63 Unrealized +72.5%
TDY TELEDYNE TECHNOLOGIES INC 0.0%
Value ($000) $649 Shares 1,925 Est. Cost $135.97 Unrealized +180.7%
CSIQ CANADIAN SOLAR INC 0.0%
Value ($000) $631 Shares 16,950 Est. Cost $20.25 Unrealized +88.0%
WM WASTE MANAGEMENT INC 0.0%
Value ($000) $613 Shares 3,823 Est. Cost $79.08 Unrealized +97.9%
IWS ISHARES 0.0%
Value ($000) $602 Shares 6,263 Est. Cost $61.97 Unrealized
CVS CVS HEALTH CORP 0.0%
Value ($000) $592 Shares 6,211 Est. Cost $86.71 Unrealized +1.1%
NFLX NETFLIX INC 0.0%
Value ($000) $578 Shares 2,454 Est. Cost $18.13 Unrealized +22.5%
TE CONNECTIVITY LTD 0.0%
Value ($000) $575 Shares 5,210 Est. Cost $69.28 Unrealized
BA BOEING CO 0.0%
Value ($000) $567 Shares 4,681 Est. Cost $204.26 Unrealized -24.9%
CARR CARRIER GLOBAL CORP 0.0%
Value ($000) $558 Shares 15,709 Est. Cost $21.08 Unrealized +78.3%
CAPITAL DYNAMICS GEN 2020 0.0%
Value ($000) $556 Shares 555,749 Est. Cost $1.00 Unrealized
AVGO BROADCOM INC 0.0%
Value ($000) $548 Shares 1,233 Est. Cost $26.21 Unrealized +83.4%
ALL ALLSTATE CORP 0.0%
Value ($000) $547 Shares 4,392 Est. Cost $86.66 Unrealized +32.2%
SHW SHERWIN-WILLIAMS CO 0.0%
Value ($000) $527 Shares 2,574 Est. Cost $202.77 Unrealized +13.3%
SNOW SNOWFLAKE INC 0.0%
Value ($000) $527 Shares 3,104 Est. Cost $238.10 Unrealized -30.5%
ADBE ADOBE INC 0.0%
Value ($000) $523 Shares 1,902 Est. Cost $239.50 Unrealized +58.0%
TGT TARGET CORP 0.0%
Value ($000) $518 Shares 3,493 Est. Cost $82.33 Unrealized +73.6%
SHE SPDR 0.0%
Value ($000) $507 Shares 6,960 Est. Cost $75.92 Unrealized
FULT FULTON FINL CORP PA 0.0%
Value ($000) $507 Shares 32,098 Est. Cost $9.10 Unrealized +52.8%
OLED UNIVERSAL DISPLAY CORP 0.0%
Value ($000) $503 Shares 5,333 Est. Cost $204.14 Unrealized -47.7%
FSLR FIRST SOLAR INC 0.0%
Value ($000) $496 Shares 3,747 Est. Cost $78.57 Unrealized +36.4%
CCNE CNB FINANCIAL CORP/PA 0.0%
Value ($000) $494 Shares 20,966 Est. Cost $11.36 Unrealized +102.3%
VOO VANGUARD 0.0%
Value ($000) $479 Shares 1,458 Est. Cost $372.04 Unrealized
YUM YUM BRANDS INC 0.0%
Value ($000) $475 Shares 4,474 Est. Cost $63.27 Unrealized +71.9%
ROKU ROKU INC 0.0%
Value ($000) $462 Shares 8,200 Est. Cost $47.13 Unrealized +61.5%
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $457 Shares 5,113 Est. Cost $66.95 Unrealized +35.5%
REGN REGENERON PHARMACEUTICALS COM 0.0%
Value ($000) $449 Shares 652 Est. Cost $536.82 Unrealized +16.6%
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $439 Shares 2,943 Est. Cost $94.94 Unrealized +60.4%
VGT VANGUARD 0.0%
Value ($000) $434 Shares 1,413 Est. Cost $219.95 Unrealized
IVE ISHARES 0.0%
Value ($000) $432 Shares 3,358 Est. Cost $123.31 Unrealized
VYM VANGUARD 0.0%
Value ($000) $427 Shares 4,500 Est. Cost $87.36 Unrealized
DEO DIAGEO PLC 0.0%
Value ($000) $425 Shares 2,505 Est. Cost $140.07 Unrealized
NJR NEW JERSEY RES CORP 0.0%
Value ($000) $420 Shares 10,848 Est. Cost $17.92 Unrealized +118.6%
IEI ISHARES 0.0%
Value ($000) $420 Shares 3,675 Est. Cost $132.10 Unrealized
SM SM ENERGY CO 0.0%
Value ($000) $419 Shares 11,135 Est. Cost $62.02 Unrealized -41.4%
XYZ BLOCK INC CL A 0.0%
Value ($000) $419 Shares 7,615 Est. Cost $68.25 Unrealized +3.7%
TROW T. ROWE PRICE GROUP INC 0.0%
Value ($000) $415 Shares 3,949 Est. Cost $91.35 Unrealized +11.3%
VB VANGUARD 0.0%
Value ($000) $413 Shares 2,415 Est. Cost $155.11 Unrealized
VO VANGUARD 0.0%
Value ($000) $407 Shares 2,167 Est. Cost $217.53 Unrealized
BRK/A BERKSHIRE HATHAWAY INC 0.0%
Value ($000) $406 Shares 1 Est. Cost $199512.94 Unrealized +114.6%
C CITIGROUP INC 0.0%
Value ($000) $405 Shares 9,728 Est. Cost $54.78 Unrealized -20.3%
SJM JM SMUCKER CO/THE-NEW 0.0%
Value ($000) $383 Shares 2,781 Est. Cost $69.73 Unrealized +73.9%
ATLASSIAN CORP PLC 0.0%
Value ($000) $383 Shares 1,820 Est. Cost $147.83 Unrealized
PEG PUBLIC SVC ENTERPRISE GROUP INC 0.0%
Value ($000) $381 Shares 6,780 Est. Cost $47.00 Unrealized +22.0%
VVAEQIV VANGUARD 0.0%
Value ($000) $380 Shares 17,247 Est. Cost $24.13 Unrealized
PH PARKER HANNIFIN CORP 0.0%
Value ($000) $379 Shares 1,564 Est. Cost $189.63 Unrealized +36.6%
TOL TOLL BROTHERS INC 0.0%
Value ($000) $378 Shares 8,989 Est. Cost $32.12 Unrealized +44.3%
XLK SELECT SECTOR SPDR TR 0.0%
Value ($000) $377 Shares 3,176 Est. Cost $64.32 Unrealized
SBAC SBA COMMUNICATIONS CORP 0.0%
Value ($000) $376 Shares 1,320 Est. Cost $304.95 Unrealized +0.5%
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $375 Shares 5,877 Est. Cost $49.75 Unrealized +39.2%
FISV FISERV INC 0.0%
Value ($000) $374 Shares 4,000 Est. Cost $103.40 Unrealized -1.4%
PGR PROGRESSIVE CORP OHIO 0.0%
Value ($000) $371 Shares 3,194 Est. Cost $58.54 Unrealized +87.6%
WSM WILLIAMS-SONOMA INC 0.0%
Value ($000) $368 Shares 3,127 Est. Cost $19.26 Unrealized +245.1%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $367 Shares 5,951 Est. Cost $60.46 Unrealized -7.8%
IWB ISHARES 0.0%
Value ($000) $365 Shares 1,848 Est. Cost $150.07 Unrealized
BK BANK OF NY MELLON CORP 0.0%
Value ($000) $362 Shares 9,417 Est. Cost $28.36 Unrealized +36.4%
CNRG SPDR 0.0%
Value ($000) $362 Shares 4,257 Est. Cost $78.48 Unrealized
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $359 Shares 1,693 Est. Cost $138.16 Unrealized +52.6%
GPC GENUINE PARTS CO 0.0%
Value ($000) $356 Shares 2,387 Est. Cost $73.97 Unrealized +85.8%
VNQ VANGUARD 0.0%
Value ($000) $346 Shares 4,321 Est. Cost $79.20 Unrealized
TIP ISHARES 0.0%
Value ($000) $344 Shares 3,288 Est. Cost $121.05 Unrealized
TECH BIO-TECHNE CORP 0.0%
Value ($000) $343 Shares 1,210 Est. Cost $21.13 Unrealized +302.5%
FIW FIRST TRUST WATER ETF 0.0%
Value ($000) $337 Shares 4,696 Est. Cost $71.89 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $325 Shares 10,346 Est. Cost $80.22 Unrealized
NUVEEN PA QUALITY MUN INCM FD 0.0%
Value ($000) $321 Shares 29,222 Est. Cost $14.19 Unrealized
HAS HASBRO INC 0.0%
Value ($000) $318 Shares 4,710 Est. Cost $68.83 Unrealized -1.3%
BUNGE LTD 0.0%
Value ($000) $309 Shares 3,741 Est. Cost $85.83 Unrealized
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $307 Shares 652 Est. Cost $254.90 Unrealized +76.8%
DOV DOVER CORP 0.0%
Value ($000) $307 Shares 2,638 Est. Cost $96.04 Unrealized +27.3%
MPC MARATHON PETROLEUM CORP 0.0%
Value ($000) $307 Shares 3,086 Est. Cost $70.91 Unrealized +22.5%
MSCI MSCI INC 0.0%
Value ($000) $307 Shares 728 Est. Cost $230.66 Unrealized +91.0%
VVASTIV VANGUARD 0.0%
Value ($000) $306 Shares 28,123 Est. Cost $13.72 Unrealized
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $300 Shares 3,638 Est. Cost $63.31 Unrealized +52.0%
AMD ADVANCED MICRO DEVICES 0.0%
Value ($000) $295 Shares 4,646 Est. Cost $97.98 Unrealized -13.1%
BX BLACKSTONE INC 0.0%
Value ($000) $281 Shares 3,357 Est. Cost $88.25 Unrealized -1.1%
SOUTH STATE CORPORATION 0.0%
Value ($000) $273 Shares 3,460 Est. Cost $85.87 Unrealized
WASH WASHINGTON TR BANCORP INC 0.0%
Value ($000) $266 Shares 5,714 Est. Cost $39.01 Unrealized +1.9%
IUSG ISHARES 0.0%
Value ($000) $265 Shares 3,300 Est. Cost $62.27 Unrealized
KHC KRAFT HEINZ CO 0.0%
Value ($000) $265 Shares 7,934 Est. Cost $31.03 Unrealized +1.4%
XLV SELECT SECTOR SPDR TR 0.0%
Value ($000) $263 Shares 2,173 Est. Cost $87.08 Unrealized
FFIV F5 NETWORKS INC 0.0%
Value ($000) $262 Shares 1,811 Est. Cost $122.47 Unrealized +29.3%
PLD PROLOGIS INC 0.0%
Value ($000) $260 Shares 2,553 Est. Cost $98.37 Unrealized +13.3%
AME AMETEK INC NEW 0.0%
Value ($000) $257 Shares 2,267 Est. Cost $55.07 Unrealized +112.8%
MUB ISHARES 0.0%
Value ($000) $256 Shares 2,503 Est. Cost $116.62 Unrealized
EFX EQUIFAX INC 0.0%
Value ($000) $252 Shares 1,472 Est. Cost $85.26 Unrealized +124.2%
DAL DELTA AIR LINES INC 0.0%
Value ($000) $247 Shares 8,799 Est. Cost $38.30 Unrealized -19.3%
UGI UGI CORP NEW 0.0%
Value ($000) $246 Shares 7,607 Est. Cost $48.90 Unrealized -19.3%
LAM RESEARCH 0.0%
Value ($000) $246 Shares 672 Est. Cost $377.50 Unrealized
WFC WELLS FARGO & CO NEW 0.0%
Value ($000) $245 Shares 6,100 Est. Cost $33.05 Unrealized +19.1%
NUE NUCOR CORP 0.0%
Value ($000) $245 Shares 2,291 Est. Cost $51.67 Unrealized +130.5%
HSIC SCHEIN HENRY INC 0.0%
Value ($000) $238 Shares 3,625 Est. Cost $52.75 Unrealized +40.8%
ENB ENBRIDGE INC 0.0%
Value ($000) $236 Shares 6,374 Est. Cost $31.18 Unrealized +8.4%
CC CHEMOURS CO 0.0%
Value ($000) $235 Shares 9,542 Est. Cost $11.52 Unrealized +152.5%
TRV TRAVELERS COS INC 0.0%
Value ($000) $230 Shares 1,498 Est. Cost $100.29 Unrealized +51.7%
CNI CANADIAN NATL RAILWAY 0.0%
Value ($000) $227 Shares 2,101 Est. Cost $85.18 Unrealized +30.7%
XLF SELECT SECTOR SPDR TR 0.0%
Value ($000) $223 Shares 7,327 Est. Cost $30.44 Unrealized
BP BP PLC-SPONS ADR 0.0%
Value ($000) $218 Shares 7,641 Est. Cost $26.43 Unrealized
OKE ONEOK INC 0.0%
Value ($000) $218 Shares 4,251 Est. Cost $51.71 Unrealized -3.7%
ECL ECOLAB INC 0.0%
Value ($000) $216 Shares 1,495 Est. Cost $110.45 Unrealized +41.3%
VONV VANGUARD 0.0%
Value ($000) $214 Shares 3,577 Est. Cost $68.72 Unrealized
BNDX VANGUARD 0.0%
Value ($000) $212 Shares 4,447 Est. Cost $47.67 Unrealized
DIA SPDR DOW JONES INDL AVERAGE ETF 0.0%
Value ($000) $211 Shares 735 Est. Cost $219.54 Unrealized
VTHR VANGUARD 0.0%
Value ($000) $210 Shares 1,300 Est. Cost $141.95 Unrealized
CSX CSX CORP 0.0%
Value ($000) $209 Shares 7,856 Est. Cost $27.49 Unrealized +7.7%
LUV SOUTHWEST AIRLINES CO 0.0%
Value ($000) $209 Shares 6,762 Est. Cost $37.22 Unrealized -6.4%
SLV ISHARES SILVER TRUST 0.0%
Value ($000) $209 Shares 11,932 Est. Cost $22.09 Unrealized
CHAIX CHASE 0.0%
Value ($000) $208 Shares 18,503 Est. Cost $14.53 Unrealized
CAPL CROSSAMERICA PARTNERS LP 0.0%
Value ($000) $206 Shares 11,000 Est. Cost $8.09 Unrealized
ET ENERGY TRANSFER LP 0.0%
Value ($000) $205 Shares 18,608 Est. Cost $12.45 Unrealized
SCCO SOUTHERN COPPER CORP 0.0%
Value ($000) $204 Shares 4,548 Est. Cost $33.92 Unrealized +18.6%
EPD ENTERPRISE PRODS PARTNERS L P 0.0%
Value ($000) $203 Shares 8,527 Est. Cost $25.81 Unrealized
VV VANGUARD 0.0%
Value ($000) $202 Shares 1,237 Est. Cost $175.42 Unrealized
GRMN GARMIN LTD 0.0%
Value ($000) $202 Shares 2,516 Est. Cost $108.96 Unrealized -19.5%
AMP AMERIPRISE FINANCIAL INC 0.0%
Value ($000) $201 Shares 796 Est. Cost $250.71 Unrealized 0.0%
NUVEEN MUNICIPAL CREDIT INCM FD 0.0%
Value ($000) $196 Shares 17,261 Est. Cost $15.94 Unrealized
ARCC ARES CAPITAL CORP 0.0%
Value ($000) $186 Shares 11,000 Est. Cost $14.63 Unrealized -4.9%
DFA FUNDS 0.0%
Value ($000) $151 Shares 14,483 Est. Cost $13.10 Unrealized
DFA FUNDS 0.0%
Value ($000) $148 Shares 12,538 Est. Cost $13.80 Unrealized
GTBIF GREEN THUMB INDUSTRIES INC 0.0%
Value ($000) $141 Shares 15,000 Est. Cost $8.72 Unrealized +21.9%
CBRE CLARION GLBL R/E INCOME FD 0.0%
Value ($000) $134 Shares 23,225 Est. Cost $8.72 Unrealized
VTRS VIATRIS INC 0.0%
Value ($000) $100 Shares 11,664 Est. Cost $13.33 Unrealized -36.8%
F-STAR THERAPEUTICS INC 0.0%
Value ($000) $51 Shares 10,000 Est. Cost $10.80 Unrealized
LOWLAND INVESTMENT CO PLC 0.0%
Value ($000) $33 Shares 26,500 Est. Cost $1.25 Unrealized
CAWW CCA INDUSTRIES INC 0.0%
Value ($000) $32 Shares 26,510 Est. Cost $2.12 Unrealized -30.4%
IDERA PHARMACEUTICALS INC 0.0%
Value ($000) $12 Shares 32,692 Est. Cost $1.74 Unrealized
TAMERLANE VENTURES INC 0.0%
Value ($000) $0 Shares 119,000 Est. Cost $0.06 Unrealized
TALBERT FUEL SYSTEMS 0.0%
Value ($000) $0 Shares 20,000 Est. Cost Unrealized
RAYONIER INC 0.0%
Value ($000) $0 Shares 50,000 Est. Cost Unrealized
FRAC MARRIOTT INTL 0.0%
Value ($000) $0 Shares 63,711 Est. Cost Unrealized
ARCH THERAPEUTICS INC 0.0%
Value ($000) $0 Shares 15,000 Est. Cost $0.33 Unrealized
RBYC RUBY CREEK RESOURCES INC 0.0%
Value ($000) $0 Shares 136,475 Est. Cost $0.10 Unrealized
EVIO EVIO INC 0.0%
Value ($000) $0 Shares 13,000 Est. Cost $0.38 Unrealized -100.0%