BRYN MAWR TRUST Co Diversified Active

CIK: 0000900974 · Show all filings

Period: Q2 2023 (← Previous) (Next →)

Filing Date: Aug 11, 2023

Total Value ($000): $2,399 (100.0% shares, 0.0% debt)

Holdings (369)

AAPL APPLE INC 7.1%
Value ($000) $171 Shares 881,310 Est. Cost $87.29 Unrealized +97.1%
VEA VANGUARD 6.4%
Value ($000) $154 Shares 3,324,166 Est. Cost $32.19 Unrealized
MSFT MICROSOFT CORP 4.2%
Value ($000) $100 Shares 294,118 Est. Cost $30.06 Unrealized +921.9%
IWY ISHARES 3.9%
Value ($000) $94 Shares 593,102 Est. Cost $113.11 Unrealized
VTI VANGUARD 2.2%
Value ($000) $53 Shares 238,988 Est. Cost $156.36 Unrealized
IJK ISHARES 2.1%
Value ($000) $50 Shares 662,937 Est. Cost $82.70 Unrealized
IJJ ISHARES 2.1%
Value ($000) $50 Shares 464,068 Est. Cost $106.21 Unrealized
JNJ JOHNSON & JOHNSON 1.7%
Value ($000) $41 Shares 247,345 Est. Cost $72.27 Unrealized +106.0%
PEP PEPSICO INC 1.6%
Value ($000) $37 Shares 201,296 Est. Cost $61.21 Unrealized +178.6%
QUAL ISHARES 1.5%
Value ($000) $35 Shares 260,256 Est. Cost $0.13 Unrealized
GOOG ALPHABET INC 1.5%
Value ($000) $35 Shares 289,131 Est. Cost $107.39 Unrealized +7.0%
JPM JPMORGAN 1.4%
Value ($000) $35 Shares 238,374 Est. Cost $45.67 Unrealized +183.9%
SCZ ISHARES 1.4%
Value ($000) $33 Shares 556,815 Est. Cost $61.68 Unrealized
SPY SPDR 1.2%
Value ($000) $28 Shares 64,192 Est. Cost $181.69 Unrealized
ABT ABBOTT LABS 1.2%
Value ($000) $28 Shares 256,431 Est. Cost $26.68 Unrealized +280.3%
JPST JPMORGAN 1.2%
Value ($000) $28 Shares 555,648 Est. Cost $49.77 Unrealized
SNAXX SCHWAB 1.1%
Value ($000) $27 Shares 27,271,441 Est. Cost $0.26 Unrealized
HSY HERSHEY CO 1.1%
Value ($000) $27 Shares 106,563 Est. Cost $63.06 Unrealized +286.0%
IVV ISHARES 1.1%
Value ($000) $26 Shares 57,652 Est. Cost $145.22 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 1.1%
Value ($000) $26 Shares 49,112 Est. Cost $102.67 Unrealized +421.3%
MA MASTERCARD INC A 1.0%
Value ($000) $24 Shares 61,874 Est. Cost $71.59 Unrealized +416.7%
XOM EXXON MOBIL CORP 1.0%
Value ($000) $23 Shares 217,057 Est. Cost $52.79 Unrealized +88.7%
IWX ISHARES 1.0%
Value ($000) $23 Shares 340,913 Est. Cost $50.07 Unrealized
HON HONEYWELL INTL INC 0.9%
Value ($000) $22 Shares 108,080 Est. Cost $76.48 Unrealized +129.6%
CSCO CISCO SYSTEMS INC 0.9%
Value ($000) $22 Shares 425,648 Est. Cost $16.74 Unrealized +171.8%
QQQ INVESCO 0.9%
Value ($000) $22 Shares 59,349 Est. Cost $171.85 Unrealized
IJH ISHARES 0.9%
Value ($000) $21 Shares 81,665 Est. Cost $132.67 Unrealized
VWO VANGUARD 0.9%
Value ($000) $21 Shares 511,192 Est. Cost $40.76 Unrealized
ADI ANALOG DEVICES 0.9%
Value ($000) $21 Shares 105,550 Est. Cost $62.67 Unrealized +182.2%
V VISA INC 0.9%
Value ($000) $21 Shares 86,481 Est. Cost $54.98 Unrealized +308.3%
BDX BECTON DICKINSON 0.8%
Value ($000) $20 Shares 76,681 Est. Cost $99.06 Unrealized +144.3%
AMZN AMAZON.COM INC 0.8%
Value ($000) $20 Shares 149,957 Est. Cost $119.11 Unrealized -4.1%
UPS UNITED PARCEL SVC INC 0.8%
Value ($000) $19 Shares 104,278 Est. Cost $57.16 Unrealized +170.4%
NKE NIKE INC 0.7%
Value ($000) $18 Shares 161,868 Est. Cost $42.10 Unrealized +164.5%
LOW LOWES COS INC 0.7%
Value ($000) $18 Shares 78,065 Est. Cost $93.85 Unrealized +110.7%
MRK MERCK & CO INC NEW 0.7%
Value ($000) $17 Shares 148,041 Est. Cost $35.93 Unrealized +190.8%
TJX TJX COS INC 0.7%
Value ($000) $17 Shares 198,826 Est. Cost $33.24 Unrealized +129.1%
PG PROCTER & GAMBLE CO/THE 0.7%
Value ($000) $16 Shares 106,531 Est. Cost $64.39 Unrealized +119.5%
CVX CHEVRON CORP NEW 0.6%
Value ($000) $15 Shares 94,292 Est. Cost $80.66 Unrealized +77.6%
IWM ISHARES 0.6%
Value ($000) $14 Shares 76,789 Est. Cost $96.82 Unrealized
COWZ PACER 0.6%
Value ($000) $14 Shares 300,307 Est. Cost $0.05 Unrealized
SYY SYSCO CORP 0.6%
Value ($000) $14 Shares 187,088 Est. Cost $28.17 Unrealized +143.3%
VOT VANGUARD 0.6%
Value ($000) $14 Shares 66,769 Est. Cost $0.21 Unrealized
AMGN AMGEN INC 0.6%
Value ($000) $14 Shares 61,698 Est. Cost $96.29 Unrealized +121.9%
GLW CORNING INC 0.5%
Value ($000) $13 Shares 372,850 Est. Cost $10.37 Unrealized +195.2%
SCHWAB VALUE FOR A/C 0.5%
Value ($000) $13 Shares 1 Est. Cost $12364000.00 Unrealized
JCI JOHNSON CONTROLS INTL PLC 0.5%
Value ($000) $13 Shares 186,092 Est. Cost $33.45 Unrealized +75.4%
KLAC KLA CORP 0.5%
Value ($000) $12 Shares 25,324 Est. Cost $253.97 Unrealized +60.6%
SYK STRYKER CORP 0.5%
Value ($000) $12 Shares 40,025 Est. Cost $65.15 Unrealized +331.9%
MCD MCDONALDS CORP 0.5%
Value ($000) $12 Shares 40,895 Est. Cost $87.33 Unrealized +212.7%
COP CONOCOPHILLIPS 0.5%
Value ($000) $12 Shares 116,266 Est. Cost $42.58 Unrealized +121.9%
INTU INTUIT INC 0.5%
Value ($000) $12 Shares 25,880 Est. Cost $61.54 Unrealized +600.2%
HD HOME DEPOT INC 0.5%
Value ($000) $12 Shares 37,641 Est. Cost $55.51 Unrealized +397.9%
AFL AFLAC INC 0.5%
Value ($000) $11 Shares 160,725 Est. Cost $27.91 Unrealized +126.5%
VZ VERIZON COMMUNICATIONS INC 0.5%
Value ($000) $11 Shares 298,031 Est. Cost $27.92 Unrealized +11.8%
DRI DARDEN RESTAURANTS INC COM 0.5%
Value ($000) $11 Shares 64,917 Est. Cost $33.22 Unrealized +335.3%
NEE NEXTERA ENERGY INC 0.4%
Value ($000) $11 Shares 144,987 Est. Cost $55.41 Unrealized +26.3%
NSC NORFOLK SOUTHERN CORP 0.4%
Value ($000) $11 Shares 46,681 Est. Cost $100.11 Unrealized +100.0%
DD DUPONT DE NEMOURS INC 0.4%
Value ($000) $10 Shares 145,800 Est. Cost $20.84 Unrealized +30.4%
IJS ISHARES 0.4%
Value ($000) $10 Shares 107,234 Est. Cost $97.81 Unrealized
NDSN NORDSON CORP 0.4%
Value ($000) $10 Shares 40,571 Est. Cost $66.18 Unrealized +225.9%
VOE VANGUARD 0.4%
Value ($000) $10 Shares 72,553 Est. Cost $0.14 Unrealized
SCHWAB VALUE FOR A/C 0.4%
Value ($000) $10 Shares 1 Est. Cost $6711000.00 Unrealized
CACI CACI INTERNATIONAL INC 0.4%
Value ($000) $10 Shares 28,733 Est. Cost $77.17 Unrealized +302.5%
IWF ISHARES 0.4%
Value ($000) $10 Shares 35,352 Est. Cost $38.91 Unrealized
SXI STANDEX INTERNATIONAL CORP 0.4%
Value ($000) $10 Shares 68,318 Est. Cost $61.48 Unrealized +114.7%
BRK/B BERKSHIRE HATHAWAY INC 0.4%
Value ($000) $10 Shares 27,882 Est. Cost $129.42 Unrealized +152.2%
BMI BADGER METER INC 0.4%
Value ($000) $9 Shares 62,075 Est. Cost $30.15 Unrealized +348.3%
GOOGL ALPHABET INC 0.4%
Value ($000) $9 Shares 76,248 Est. Cost $107.62 Unrealized +6.2%
LLY ELI LILLY & CO 0.4%
Value ($000) $9 Shares 19,226 Est. Cost $45.18 Unrealized +810.8%
NVDA NVIDIA CORP 0.4%
Value ($000) $9 Shares 21,138 Est. Cost $17.10 Unrealized +94.0%
IJT ISHARES 0.4%
Value ($000) $9 Shares 76,791 Est. Cost $138.28 Unrealized
MMSI MERIT MEDICAL SYSTEM 0.4%
Value ($000) $9 Shares 105,152 Est. Cost $22.27 Unrealized +265.2%
CRM SALESFORCE INC 0.4%
Value ($000) $9 Shares 41,354 Est. Cost $181.41 Unrealized +11.2%
MASI MASIMO CORP 0.4%
Value ($000) $9 Shares 52,633 Est. Cost $34.78 Unrealized +400.5%
APTIV PLC 0.4%
Value ($000) $9 Shares 84,090 Est. Cost $83.37 Unrealized
CME CME GROUP INC 0.4%
Value ($000) $8 Shares 45,751 Est. Cost $44.16 Unrealized +277.0%
TFC TRUIST FINANCIAL CORP 0.3%
Value ($000) $8 Shares 275,154 Est. Cost $40.55 Unrealized -33.5%
UFPI UFP INDS INC 0.3%
Value ($000) $8 Shares 85,655 Est. Cost $42.92 Unrealized +94.3%
CBOE CBOE GLOBAL MARKETS INC 0.3%
Value ($000) $8 Shares 59,413 Est. Cost $36.70 Unrealized +262.0%
EFA ISHARES 0.3%
Value ($000) $8 Shares 113,066 Est. Cost $51.15 Unrealized
AWK AMERICAN WTR WKS CO INC NEW 0.3%
Value ($000) $8 Shares 54,121 Est. Cost $38.71 Unrealized +257.5%
IJR ISHARES 0.3%
Value ($000) $8 Shares 77,312 Est. Cost $84.40 Unrealized
RJF RAYMOND JAMES FINL INC 0.3%
Value ($000) $8 Shares 73,875 Est. Cost $45.99 Unrealized +94.1%
SWKS SKYWORKS SOLUTIONS INC 0.3%
Value ($000) $8 Shares 68,640 Est. Cost $71.84 Unrealized +34.6%
MKC MCCORMICK & CO INC 0.3%
Value ($000) $8 Shares 86,610 Est. Cost $56.28 Unrealized +47.1%
UNILEVER PLC SPONSORED ADR NEW 0.3%
Value ($000) $7 Shares 142,939 Est. Cost $42.94 Unrealized
GWX SPDR INDEX SHS FDS 0.3%
Value ($000) $7 Shares 239,655 Est. Cost $0.03 Unrealized
PAYX PAYCHEX INC 0.3%
Value ($000) $7 Shares 63,409 Est. Cost $26.62 Unrealized +279.5%
DIS DISNEY WALT CO NEW 0.3%
Value ($000) $7 Shares 78,587 Est. Cost $106.43 Unrealized -13.0%
TFX TELEFLEX INC 0.3%
Value ($000) $7 Shares 28,208 Est. Cost $98.68 Unrealized +148.4%
PSX PHILLIPS 66 0.3%
Value ($000) $7 Shares 69,402 Est. Cost $63.37 Unrealized +39.7%
ACN ACCENTURE PLC CL A 0.3%
Value ($000) $7 Shares 21,310 Est. Cost $166.32 Unrealized +68.2%
EOG EOG RESOURCES INC 0.3%
Value ($000) $7 Shares 57,253 Est. Cost $66.84 Unrealized +56.3%
SCHWAB VALUE FOR A/C 0.3%
Value ($000) $6 Shares 1 Est. Cost $17872000.00 Unrealized
PFE PFIZER INC 0.3%
Value ($000) $6 Shares 173,618 Est. Cost $15.74 Unrealized +111.0%
ABM ABM INDUSTRIES INCORPORATED COM 0.3%
Value ($000) $6 Shares 149,087 Est. Cost $20.43 Unrealized +100.1%
PRU PRUDENTIAL FINL INC 0.3%
Value ($000) $6 Shares 71,883 Est. Cost $52.90 Unrealized +38.9%
CHD CHURCH & DWIGHT INC 0.3%
Value ($000) $6 Shares 62,951 Est. Cost $39.29 Unrealized +132.4%
INTC INTEL CORP 0.3%
Value ($000) $6 Shares 187,266 Est. Cost $33.42 Unrealized -8.1%
DGRW WISDOMTREE 0.3%
Value ($000) $6 Shares 93,745 Est. Cost $43.24 Unrealized
BMY BRISTOL MYERS SQUIBB 0.3%
Value ($000) $6 Shares 94,844 Est. Cost $26.10 Unrealized +125.8%
MMS MAXIMUS INC 0.2%
Value ($000) $6 Shares 68,916 Est. Cost $44.66 Unrealized +84.2%
IDXX IDEXX LABORATORIES INC 0.2%
Value ($000) $6 Shares 11,109 Est. Cost $260.97 Unrealized +83.6%
IWR ISHARES 0.2%
Value ($000) $5 Shares 74,894 Est. Cost $64.29 Unrealized
KWR QUAKER 0.2%
Value ($000) $5 Shares 27,754 Est. Cost $74.46 Unrealized +162.7%
DLTR DOLLAR TREE INC 0.2%
Value ($000) $5 Shares 36,593 Est. Cost $92.26 Unrealized +59.5%
ORCL ORACLE CORP 0.2%
Value ($000) $5 Shares 43,175 Est. Cost $36.46 Unrealized +175.4%
PPG PPG INDUSTRIES INC 0.2%
Value ($000) $5 Shares 34,654 Est. Cost $109.19 Unrealized +20.6%
UNP UNION PACIFIC CORP 0.2%
Value ($000) $5 Shares 24,930 Est. Cost $69.49 Unrealized +169.1%
MCHP MICROCHIP TECHNOLOGY INC 0.2%
Value ($000) $5 Shares 56,105 Est. Cost $43.29 Unrealized +70.5%
LABORATORY CORP AMER HLDGS 0.2%
Value ($000) $5 Shares 20,734 Est. Cost $116.22 Unrealized
ABBV ABBVIE INC 0.2%
Value ($000) $5 Shares 35,575 Est. Cost $38.19 Unrealized +250.1%
CRUS CIRRUS LOGIC 0.2%
Value ($000) $5 Shares 58,415 Est. Cost $30.36 Unrealized +172.5%
HXL HEXCEL CORP 0.2%
Value ($000) $5 Shares 61,929 Est. Cost $36.16 Unrealized +97.1%
PTC PTC INC 0.2%
Value ($000) $5 Shares 32,761 Est. Cost $131.10 Unrealized +1.0%
BRC BRADY CORPORATION 0.2%
Value ($000) $5 Shares 95,358 Est. Cost $26.04 Unrealized +85.3%
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $4 Shares 9,311 Est. Cost $188.90 Unrealized +146.1%
SXT SENSIENT TECHNOLOGIES CORP 0.2%
Value ($000) $4 Shares 59,856 Est. Cost $47.17 Unrealized +57.3%
KO COCA-COLA CO/THE 0.2%
Value ($000) $4 Shares 68,810 Est. Cost $33.59 Unrealized +70.8%
CAC CAMDEN 0.2%
Value ($000) $4 Shares 131,155 Est. Cost $22.68 Unrealized +23.9%
TXN TEXAS INSTRUMENTS INC 0.2%
Value ($000) $4 Shares 21,913 Est. Cost $30.69 Unrealized +418.3%
HRL HORMEL FOODS CORP 0.2%
Value ($000) $4 Shares 96,523 Est. Cost $23.83 Unrealized +53.4%
BLACKROCK INC 0.2%
Value ($000) $4 Shares 5,476 Est. Cost $648.55 Unrealized
BC BRUNSWICK CORP 0.2%
Value ($000) $4 Shares 43,301 Est. Cost $47.55 Unrealized +61.4%
MMM 3M CO 0.2%
Value ($000) $4 Shares 36,941 Est. Cost $65.20 Unrealized +18.9%
GL GLOBE LIFE INC 0.2%
Value ($000) $4 Shares 33,501 Est. Cost $86.06 Unrealized +22.2%
GPN GLOBAL PMTS INC 0.2%
Value ($000) $4 Shares 36,718 Est. Cost $151.93 Unrealized -34.1%
KMB KIMBERLY CLARK CORP 0.1%
Value ($000) $4 Shares 25,668 Est. Cost $64.25 Unrealized +95.7%
NULV NUVEEN ESG LARGE CAP VALUE ETF 0.1%
Value ($000) $3 Shares 100,603 Est. Cost $29.40 Unrealized
DE DEERE & CO 0.1%
Value ($000) $3 Shares 8,530 Est. Cost $102.13 Unrealized +260.2%
IVW ISHARES 0.1%
Value ($000) $3 Shares 48,418 Est. Cost $71.94 Unrealized
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $3 Shares 33,561 Est. Cost $55.35 Unrealized +52.6%
EEM ISHARES 0.1%
Value ($000) $3 Shares 81,705 Est. Cost $41.09 Unrealized
VIG VANGUARD 0.1%
Value ($000) $3 Shares 19,203 Est. Cost $97.97 Unrealized
ADP AUTOMATIC DATA PROCESSING INC 0.1%
Value ($000) $3 Shares 13,745 Est. Cost $54.71 Unrealized +271.5%
AMAT APPLIED MATERIALS INC 0.1%
Value ($000) $3 Shares 20,449 Est. Cost $120.75 Unrealized +1.3%
IWV ISHARES 0.1%
Value ($000) $3 Shares 11,513 Est. Cost $119.91 Unrealized
SCHWAB VALUE FOR A/C 0.1%
Value ($000) $3 Shares 1 Est. Cost $2689000.00 Unrealized
MO ALTRIA GROUP INC 0.1%
Value ($000) $3 Shares 62,383 Est. Cost $24.51 Unrealized +49.2%
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $3 Shares 8,674 Est. Cost $190.98 Unrealized +61.2%
META META PLATFORMS INC 0.1%
Value ($000) $3 Shares 9,638 Est. Cost $166.30 Unrealized +47.4%
TSLA TESLA INC 0.1%
Value ($000) $3 Shares 10,511 Est. Cost $223.84 Unrealized -10.7%
IBM IBM CORP 0.1%
Value ($000) $3 Shares 20,317 Est. Cost $115.66 Unrealized +2.1%
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $3 Shares 10,843 Est. Cost $62.27 Unrealized +252.7%
WMT WALMART INC 0.1%
Value ($000) $3 Shares 17,168 Est. Cost $23.49 Unrealized +108.4%
IDV ISHARES 0.1%
Value ($000) $3 Shares 102,351 Est. Cost $17.18 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP 0.1%
Value ($000) $3 Shares 26,491 Est. Cost $56.82 Unrealized +62.4%
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $3 Shares 52,215 Est. Cost $44.12 Unrealized +0.9%
EMR EMERSON ELEC CO 0.1%
Value ($000) $3 Shares 28,340 Est. Cost $47.24 Unrealized +69.5%
SCHW CHARLES SCHWAB CORP 0.1%
Value ($000) $2 Shares 43,375 Est. Cost $29.89 Unrealized +68.8%
IEFA ISHARES 0.1%
Value ($000) $2 Shares 35,819 Est. Cost $54.30 Unrealized
BKNG BOOKING HOLDINGS INC 0.1%
Value ($000) $2 Shares 893 Est. Cost $1832.95 Unrealized +41.8%
USPH US PHYSICAL THERAPY INC 0.1%
Value ($000) $2 Shares 19,835 Est. Cost $50.82 Unrealized +112.2%
PNC PNC FINL SVCS GROUP INC 0.1%
Value ($000) $2 Shares 19,045 Est. Cost $72.97 Unrealized +51.3%
IWB ISHARES 0.1%
Value ($000) $2 Shares 9,768 Est. Cost $26.77 Unrealized
SCHWAB VALUE FOR A/C 0.1%
Value ($000) $2 Shares 1 Est. Cost $1873000.00 Unrealized
DISCOVER FINANCIAL SVCS 0.1%
Value ($000) $2 Shares 20,231 Est. Cost $48.50 Unrealized
IWD ISHARES 0.1%
Value ($000) $2 Shares 14,860 Est. Cost $102.36 Unrealized
WSFS WSFS FINL CORP 0.1%
Value ($000) $2 Shares 61,296 Est. Cost $51.15 Unrealized -30.5%
FDX FEDEX CORP 0.1%
Value ($000) $2 Shares 9,095 Est. Cost $104.24 Unrealized +107.3%
AGG ISHARES 0.1%
Value ($000) $2 Shares 22,968 Est. Cost $55.97 Unrealized
PDER PARDEE RES CO 0.1%
Value ($000) $2 Shares 9,108 Est. Cost $174.76 Unrealized +37.8%
CAT CATERPILLAR INC 0.1%
Value ($000) $2 Shares 8,878 Est. Cost $86.81 Unrealized +146.2%
MOS MOSAIC COMPANY 0.1%
Value ($000) $2 Shares 61,969 Est. Cost $27.21 Unrealized +31.7%
GLD SPDR GOLD TRUST GOLD SHS 0.1%
Value ($000) $2 Shares 11,956 Est. Cost $130.49 Unrealized
CI CIGNA GROUP 0.1%
Value ($000) $2 Shares 7,580 Est. Cost $183.62 Unrealized +35.0%
DORM DORMAN PRODUCTS INC 0.1%
Value ($000) $2 Shares 26,720 Est. Cost $81.60 Unrealized +3.2%
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $2 Shares 27,224 Est. Cost $43.42 Unrealized +67.9%
APD AIR PRODUCTS & CHEMICALS INC 0.1%
Value ($000) $2 Shares 6,922 Est. Cost $82.11 Unrealized +223.1%
IWN ISHARES 0.1%
Value ($000) $2 Shares 14,653 Est. Cost $111.29 Unrealized
SCHWAB VALUE FOR A/C 0.1%
Value ($000) $2 Shares 1 Est. Cost $2020000.00 Unrealized
ASTE ASTEC INDUSTRIES INC 0.1%
Value ($000) $2 Shares 44,290 Est. Cost $46.21 Unrealized -13.9%
CSL CARLISLE COS INC 0.1%
Value ($000) $2 Shares 7,495 Est. Cost $158.93 Unrealized +35.1%
GE GENERAL ELEC CO 0.1%
Value ($000) $2 Shares 14,349 Est. Cost $63.77 Unrealized +25.2%
CLX CLOROX CO 0.1%
Value ($000) $2 Shares 9,766 Est. Cost $59.19 Unrealized +149.4%
MCO MOODYS CORPORATION 0.1%
Value ($000) $2 Shares 4,423 Est. Cost $54.18 Unrealized +472.9%
SCHWAB VALUE FOR A/C 0.1%
Value ($000) $2 Shares 1 Est. Cost $1290000.00 Unrealized
CMCSA COMCAST CORP 0.1%
Value ($000) $1 Shares 35,238 Est. Cost $32.95 Unrealized +11.2%
WTRG ESSENTIAL UTILITIES INC 0.1%
Value ($000) $1 Shares 36,389 Est. Cost $47.46 Unrealized -11.6%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $1 Shares 8,101 Est. Cost $67.40 Unrealized +131.7%
VFC VF CORP 0.1%
Value ($000) $1 Shares 73,658 Est. Cost $51.23 Unrealized -60.0%
STZ CONSTELLATION BRANDS INC 0.1%
Value ($000) $1 Shares 5,700 Est. Cost $177.15 Unrealized +25.7%
MS MORGAN STANLEY 0.1%
Value ($000) $1 Shares 16,395 Est. Cost $48.18 Unrealized +62.7%
ADBE ADOBE INC 0.1%
Value ($000) $1 Shares 2,788 Est. Cost $277.54 Unrealized +45.1%
PHYS SPROTT PHYSICAL GOLD TRUST 0.1%
Value ($000) $1 Shares 90,879 Est. Cost $0.01 Unrealized
MDLZ MONDELEZ INTERNATIONAL INC 0.1%
Value ($000) $1 Shares 18,203 Est. Cost $24.88 Unrealized +175.4%
GIS GENERAL MILLS INC 0.1%
Value ($000) $1 Shares 17,289 Est. Cost $29.38 Unrealized +163.7%
COST COSTCO WHOLESALE CORP 0.1%
Value ($000) $1 Shares 2,451 Est. Cost $194.08 Unrealized +151.0%
NVO NOVO-NORDISK A/S SPONS ADR 0.1%
Value ($000) $1 Shares 8,049 Est. Cost $72.75 Unrealized
MDT MEDTRONIC PLC 0.1%
Value ($000) $1 Shares 14,574 Est. Cost $74.09 Unrealized +7.1%
SPGI S&P GLOBAL INC 0.1%
Value ($000) $1 Shares 3,153 Est. Cost $214.26 Unrealized +67.0%
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $1 Shares 3,616 Est. Cost $231.59 Unrealized +30.6%
FREL FIDELITY 0.1%
Value ($000) $1 Shares 48,471 Est. Cost $25.05 Unrealized
DOW DOW INC 0.0%
Value ($000) $1 Shares 22,510 Est. Cost $36.61 Unrealized +23.6%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $1 Shares 2,590 Est. Cost $241.47 Unrealized +78.7%
VVATBMV VANGUARD 0.0%
Value ($000) $1 Shares 124,169 Est. Cost $13.03 Unrealized
NVS NOVARTIS AG SPONSORED ADR 0.0%
Value ($000) $1 Shares 11,653 Est. Cost $72.46 Unrealized
SUB ISHARES 0.0%
Value ($000) $1 Shares 11,185 Est. Cost $12.75 Unrealized
AEO AMERICAN EAGLE OUTFITTERS INC 0.0%
Value ($000) $1 Shares 97,699 Est. Cost $14.10 Unrealized -18.5%
DHR DANAHER CORP 0.0%
Value ($000) $1 Shares 4,716 Est. Cost $108.08 Unrealized +93.2%
MTB M & T BANK CORP 0.0%
Value ($000) $1 Shares 8,846 Est. Cost $108.34 Unrealized +2.1%
NFLX NETFLIX INC 0.0%
Value ($000) $1 Shares 2,483 Est. Cost $18.33 Unrealized +100.9%
LIN LINDE PLC 0.0%
Value ($000) $1 Shares 2,792 Est. Cost $322.30 Unrealized +9.5%
CATH GLOBAL 0.0%
Value ($000) $1 Shares 19,495 Est. Cost $35.37 Unrealized
NSRGY NESTLE SA SPONSORED ADR 0.0%
Value ($000) $1 Shares 8,701 Est. Cost $78.43 Unrealized
AFG AMERICAN FINL GROUP INC OHIO 0.0%
Value ($000) $1 Shares 8,488 Est. Cost $19.13 Unrealized +419.0%
ZBH ZIMMER BIOMET HLDGS INC 0.0%
Value ($000) $1 Shares 6,908 Est. Cost $125.75 Unrealized +5.5%
LNKB LINKBANCORP INC 0.0%
Value ($000) $1 Shares 167,500 Est. Cost $9.89 Unrealized -47.6%
SNA SNAP-ON INC 0.0%
Value ($000) $1 Shares 3,487 Est. Cost $121.36 Unrealized +99.1%
CCK CROWN HOLDINGS INC 0.0%
Value ($000) $1 Shares 11,558 Est. Cost $47.49 Unrealized +68.3%
PPL PPL CORPORATION 0.0%
Value ($000) $1 Shares 37,663 Est. Cost $21.67 Unrealized +16.0%
AVGO BROADCOM INC 0.0%
Value ($000) $1 Shares 1,149 Est. Cost $26.82 Unrealized +156.3%
IEMG ISHARES 0.0%
Value ($000) $1 Shares 19,852 Est. Cost $51.51 Unrealized
IWS ISHARES 0.0%
Value ($000) $1 Shares 8,876 Est. Cost $43.76 Unrealized
EWJ ISHARES 0.0%
Value ($000) $1 Shares 15,492 Est. Cost $0.06 Unrealized
CMI CUMMINS INC 0.0%
Value ($000) $1 Shares 3,799 Est. Cost $99.01 Unrealized +115.1%
SBUX STARBUCKS CORP 0.0%
Value ($000) $1 Shares 9,182 Est. Cost $35.31 Unrealized +175.5%
BA BOEING CO 0.0%
Value ($000) $1 Shares 4,282 Est. Cost $204.26 Unrealized +1.7%
IWP ISHARES 0.0%
Value ($000) $1 Shares 9,345 Est. Cost $103.16 Unrealized
QCOM QUALCOMM INC 0.0%
Value ($000) $1 Shares 7,410 Est. Cost $55.50 Unrealized +95.2%
MPB MID PENN BANCORP INC COM 0.0%
Value ($000) $1 Shares 39,452 Est. Cost $16.39 Unrealized +27.1%
PFF ISHARES 0.0%
Value ($000) $1 Shares 28,001 Est. Cost $36.13 Unrealized
USB US BANCORP NEW 0.0%
Value ($000) $1 Shares 26,145 Est. Cost $36.83 Unrealized -22.9%
NUVEEN 0.0%
Value ($000) $1 Shares 78,698 Est. Cost $0.01 Unrealized
IWO ISHARES 0.0%
Value ($000) $1 Shares 3,516 Est. Cost $171.95 Unrealized
CTVA CORTEVA INC 0.0%
Value ($000) $1 Shares 14,829 Est. Cost $26.36 Unrealized +114.9%
CAPITAL DYNAMICS GEN 2020 0.0%
Value ($000) $1 Shares 841,165 Est. Cost $0.66 Unrealized
DUK DUKE ENERGY CORP 0.0%
Value ($000) $1 Shares 9,085 Est. Cost $51.97 Unrealized +63.9%
BAC BANK OF AMERICA CORP 0.0%
Value ($000) $1 Shares 28,125 Est. Cost $18.83 Unrealized +41.4%
OLED UNIVERSAL DISPLAY CORP 0.0%
Value ($000) $1 Shares 5,573 Est. Cost $201.25 Unrealized -30.8%
INCY INCYTE CORP 0.0%
Value ($000) $1 Shares 12,532 Est. Cost $75.91 Unrealized -11.9%
SHW SHERWIN-WILLIAMS CO 0.0%
Value ($000) $1 Shares 2,926 Est. Cost $205.43 Unrealized +12.0%
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $1 Shares 4,118 Est. Cost $114.49 Unrealized +48.9%
GMED GLOBUS MEDICAL INC 0.0%
Value ($000) $1 Shares 13,000 Est. Cost $17.31 Unrealized +229.3%
TFEQX TEMPLETON INSTL FDS 0.0%
Value ($000) $1 Shares 65,295 Est. Cost $18.71 Unrealized
VOO VANGUARD 0.0%
Value ($000) $1 Shares 1,804 Est. Cost $246.35 Unrealized
T AT&T INC 0.0%
Value ($000) $1 Shares 46,016 Est. Cost $11.52 Unrealized +28.3%
CARR CARRIER GLOBAL CORP 0.0%
Value ($000) $1 Shares 14,472 Est. Cost $21.08 Unrealized +101.7%
FSLR FIRST SOLAR INC 0.0%
Value ($000) $1 Shares 3,747 Est. Cost $78.57 Unrealized +152.1%
TOL TOLL BROTHERS INC 0.0%
Value ($000) $1 Shares 8,989 Est. Cost $32.12 Unrealized +108.9%
PH PARKER HANNIFIN CORP 0.0%
Value ($000) $1 Shares 1,817 Est. Cost $208.65 Unrealized +57.4%
SHE SPDR 0.0%
Value ($000) $1 Shares 7,802 Est. Cost $67.99 Unrealized
TE CONNECTIVITY LTD 0.0%
Value ($000) $1 Shares 4,768 Est. Cost $69.28 Unrealized
CSIQ CANADIAN SOLAR INC 0.0%
Value ($000) $1 Shares 16,950 Est. Cost $20.25 Unrealized +91.4%
VGT VANGUARD 0.0%
Value ($000) $1 Shares 1,413 Est. Cost $219.95 Unrealized
YUM YUM BRANDS INC 0.0%
Value ($000) $1 Shares 4,475 Est. Cost $63.27 Unrealized +103.6%
SDY SPDR 0.0%
Value ($000) $1 Shares 5,059 Est. Cost $0.12 Unrealized
LAM RESEARCH 0.0%
Value ($000) $1 Shares 938 Est. Cost $267.38 Unrealized
SHY ISHARES 0.0%
Value ($000) $1 Shares 7,422 Est. Cost $82.00 Unrealized
AMCOR PLC 0.0%
Value ($000) $1 Shares 59,974 Est. Cost $8.60 Unrealized +8.5%
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $1 Shares 8,908 Est. Cost $101.79 Unrealized -33.2%
AMD ADVANCED MICRO DEVICES 0.0%
Value ($000) $1 Shares 4,816 Est. Cost $100.12 Unrealized +3.9%
SNOW SNOWFLAKE INC 0.0%
Value ($000) $1 Shares 3,100 Est. Cost $238.10 Unrealized -31.7%
ROKU ROKU INC 0.0%
Value ($000) $1 Shares 8,200 Est. Cost $47.13 Unrealized +28.9%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $1 Shares 6,821 Est. Cost $63.78 Unrealized +13.8%
BRK/A BERKSHIRE HATHAWAY INC 0.0%
Value ($000) $1 Shares 1 Est. Cost $199512.94 Unrealized +149.5%
ABFL TRIMTABS ASSET MNGT 0.0%
Value ($000) $1 Shares 9,745 Est. Cost $0.05 Unrealized
NJR NEW JERSEY RES CORP 0.0%
Value ($000) $1 Shares 10,848 Est. Cost $17.92 Unrealized +153.3%
FISV FISERV INC 0.0%
Value ($000) $1 Shares 4,000 Est. Cost $103.40 Unrealized +13.8%
FIW FIRST TRUST WATER ETF 0.0%
Value ($000) $1 Shares 5,664 Est. Cost $59.69 Unrealized
VYM VANGUARD 0.0%
Value ($000) $1 Shares 4,713 Est. Cost $84.11 Unrealized
PEG PUBLIC SVC ENTERPRISE GROUP INC 0.0%
Value ($000) $0 Shares 7,969 Est. Cost $48.51 Unrealized +17.7%
WM WASTE MANAGEMENT INC 0.0%
Value ($000) $0 Shares 2,859 Est. Cost $79.08 Unrealized +100.7%
FIRST PACIFIC ADVISORS 0.0%
Value ($000) $0 Shares 52,229 Est. Cost $0.01 Unrealized
XYZ BLOCK INC CL A 0.0%
Value ($000) $0 Shares 7,355 Est. Cost $68.25 Unrealized -8.5%
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $0 Shares 5,395 Est. Cost $49.75 Unrealized +62.1%
D DOMINION ENERGY INC 0.0%
Value ($000) $0 Shares 9,178 Est. Cost $39.76 Unrealized +19.7%
REGN REGENERON PHARMACEUTICALS COM 0.0%
Value ($000) $0 Shares 661 Est. Cost $539.73 Unrealized +42.1%
ALL ALLSTATE CORP 0.0%
Value ($000) $0 Shares 4,342 Est. Cost $86.66 Unrealized +23.2%
VB VANGUARD 0.0%
Value ($000) $0 Shares 2,345 Est. Cost $155.11 Unrealized
MPC MARATHON PETROLEUM CORP 0.0%
Value ($000) $0 Shares 3,972 Est. Cost $80.11 Unrealized +37.2%
EMB ISHARES 0.0%
Value ($000) $0 Shares 5,335 Est. Cost $0.09 Unrealized
MDY SPDR 0.0%
Value ($000) $0 Shares 961 Est. Cost $331.10 Unrealized
AME AMETEK INC NEW 0.0%
Value ($000) $0 Shares 2,782 Est. Cost $72.59 Unrealized +97.7%
TROW T. ROWE PRICE GROUP INC 0.0%
Value ($000) $0 Shares 4,004 Est. Cost $91.44 Unrealized +5.4%
TECK TECK RESOURCES LTD 0.0%
Value ($000) $0 Shares 10,550 Est. Cost $42.97 Unrealized 0.0%
IEI ISHARES 0.0%
Value ($000) $0 Shares 3,778 Est. Cost $127.49 Unrealized
CNRG SPDR 0.0%
Value ($000) $0 Shares 5,061 Est. Cost $66.03 Unrealized
PGR PROGRESSIVE CORP OHIO 0.0%
Value ($000) $0 Shares 3,194 Est. Cost $58.54 Unrealized +109.4%
DAL DELTA AIR LINES INC 0.0%
Value ($000) $0 Shares 8,799 Est. Cost $38.30 Unrealized -6.3%
TGT TARGET CORP 0.0%
Value ($000) $0 Shares 3,061 Est. Cost $82.33 Unrealized +63.9%
GEHC GE HEALTHCARE TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 4,946 Est. Cost $71.82 Unrealized +10.6%
MSCI MSCI INC 0.0%
Value ($000) $0 Shares 851 Est. Cost $265.69 Unrealized +78.0%
PBR/A PETROLEO BRASILEIRO S.A. 0.0%
Value ($000) $0 Shares 32,250 Est. Cost $0.01 Unrealized
C CITIGROUP INC 0.0%
Value ($000) $0 Shares 8,596 Est. Cost $54.22 Unrealized -21.2%
VO VANGUARD 0.0%
Value ($000) $0 Shares 1,796 Est. Cost $217.53 Unrealized
BARRICK GOLD CORP 0.0%
Value ($000) $0 Shares 23,250 Est. Cost $0.02 Unrealized
NUVEEN AMT-FREE MUN CR INCM FD 0.0%
Value ($000) $0 Shares 33,095 Est. Cost $0.01 Unrealized
CVS CVS HEALTH CORP 0.0%
Value ($000) $0 Shares 5,590 Est. Cost $86.71 Unrealized -25.8%
PPLT ABERDEEN 0.0%
Value ($000) $0 Shares 4,600 Est. Cost $0.08 Unrealized
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $0 Shares 1,783 Est. Cost $141.51 Unrealized +44.6%
XLK SELECT SECTOR SPDR TR 0.0%
Value ($000) $0 Shares 2,203 Est. Cost $33.39 Unrealized
PLD PROLOGIS INC 0.0%
Value ($000) $0 Shares 3,111 Est. Cost $102.34 Unrealized +10.3%
CCNE CNB FINANCIAL CORP/PA 0.0%
Value ($000) $0 Shares 20,966 Est. Cost $11.36 Unrealized +44.7%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $0 Shares 10,123 Est. Cost $31.65 Unrealized +6.1%
IVE ISHARES 0.0%
Value ($000) $0 Shares 2,233 Est. Cost $123.31 Unrealized
AMP AMERIPRISE FINANCIAL INC 0.0%
Value ($000) $0 Shares 1,065 Est. Cost $266.76 Unrealized +11.1%
TIP ISHARES 0.0%
Value ($000) $0 Shares 3,288 Est. Cost $121.05 Unrealized
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $0 Shares 4,000 Est. Cost $66.95 Unrealized +25.6%
BK BANK OF NY MELLON CORP 0.0%
Value ($000) $0 Shares 7,742 Est. Cost $28.36 Unrealized +40.7%
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $0 Shares 3,585 Est. Cost $63.31 Unrealized +37.3%
DEO DIAGEO PLC 0.0%
Value ($000) $0 Shares 1,912 Est. Cost $140.07 Unrealized
EFX EQUIFAX INC 0.0%
Value ($000) $0 Shares 1,397 Est. Cost $85.26 Unrealized +142.3%
NUVEEN PA QUALITY MUN INCM FD 0.0%
Value ($000) $0 Shares 29,222 Est. Cost $14.19 Unrealized
SCCO SOUTHERN COPPER CORP 0.0%
Value ($000) $0 Shares 4,548 Est. Cost $34.13 Unrealized +88.7%
DOV DOVER CORP 0.0%
Value ($000) $0 Shares 2,200 Est. Cost $96.04 Unrealized +44.2%
BTU PEABODY ENERGY CORP 0.0%
Value ($000) $0 Shares 14,987 Est. Cost $21.34 Unrealized 0.0%
GPC GENUINE PARTS CO 0.0%
Value ($000) $0 Shares 1,905 Est. Cost $73.97 Unrealized +104.6%
IUSG ISHARES 0.0%
Value ($000) $0 Shares 3,300 Est. Cost $62.27 Unrealized
ECL ECOLAB INC 0.0%
Value ($000) $0 Shares 1,709 Est. Cost $118.56 Unrealized +41.1%
IEUR ISHARES 0.0%
Value ($000) $0 Shares 6,000 Est. Cost $0.05 Unrealized
CC CHEMOURS CO 0.0%
Value ($000) $0 Shares 8,446 Est. Cost $11.52 Unrealized +139.1%
TEAM ATLASSIAN CORP - CLASS A 0.0%
Value ($000) $0 Shares 1,820 Est. Cost $159.19 Unrealized +0.6%
SBAC SBA COMMUNICATIONS CORP 0.0%
Value ($000) $0 Shares 1,315 Est. Cost $304.95 Unrealized -25.3%
TECH BIO-TECHNE CORP 0.0%
Value ($000) $0 Shares 3,665 Est. Cost $63.03 Unrealized +25.9%
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $0 Shares 653 Est. Cost $257.77 Unrealized +68.3%
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $0 Shares 10,346 Est. Cost $80.22 Unrealized
GRMN GARMIN LTD 0.0%
Value ($000) $0 Shares 2,732 Est. Cost $107.82 Unrealized -10.0%
PINS PINTREST INC 0.0%
Value ($000) $0 Shares 10,346 Est. Cost $24.92 Unrealized 0.0%
FULT FULTON FINL CORP PA 0.0%
Value ($000) $0 Shares 23,448 Est. Cost $9.10 Unrealized +18.1%
MCK MCKESSON CORP 0.0%
Value ($000) $0 Shares 646 Est. Cost $379.54 Unrealized 0.0%
VVASTIV VANGUARD 0.0%
Value ($000) $0 Shares 27,355 Est. Cost $13.72 Unrealized
VNQ VANGUARD 0.0%
Value ($000) $0 Shares 3,208 Est. Cost $79.20 Unrealized
WSM WILLIAMS-SONOMA INC 0.0%
Value ($000) $0 Shares 2,102 Est. Cost $19.26 Unrealized +195.7%
ROST ROSS STORES INC 0.0%
Value ($000) $0 Shares 2,336 Est. Cost $99.11 Unrealized +3.1%
MUB ISHARES 0.0%
Value ($000) $0 Shares 2,450 Est. Cost $116.62 Unrealized
WFC WELLS FARGO & CO NEW 0.0%
Value ($000) $0 Shares 6,052 Est. Cost $33.15 Unrealized +13.5%
VTHR VANGUARD 0.0%
Value ($000) $0 Shares 1,300 Est. Cost $141.95 Unrealized
DIA SPDR DOW JONES INDL AVERAGE ETF 0.0%
Value ($000) $0 Shares 735 Est. Cost $219.54 Unrealized
BP BP PLC-SPONS ADR 0.0%
Value ($000) $0 Shares 7,126 Est. Cost $24.58 Unrealized
HWM HOWMET AEROSPACE INC 0.0%
Value ($000) $0 Shares 5,073 Est. Cost $44.18 Unrealized 0.0%
VV VANGUARD 0.0%
Value ($000) $0 Shares 1,237 Est. Cost $175.42 Unrealized
ELV ELEVANCE HEALTH INC 0.0%
Value ($000) $0 Shares 560 Est. Cost $442.65 Unrealized 0.0%
SLV ISHARES SILVER TRUST 0.0%
Value ($000) $0 Shares 11,932 Est. Cost $22.09 Unrealized
CSX CSX CORP 0.0%
Value ($000) $0 Shares 7,281 Est. Cost $27.49 Unrealized +10.7%
CNI CANADIAN NATL RAILWAY 0.0%
Value ($000) $0 Shares 2,036 Est. Cost $85.61 Unrealized +31.3%
CHAIX CHASE 0.0%
Value ($000) $0 Shares 18,503 Est. Cost $14.53 Unrealized
NUVEEN QUALITY MUN INCOME FD 0.0%
Value ($000) $0 Shares 21,025 Est. Cost $0.01 Unrealized
VONG VANGUARD 0.0%
Value ($000) $0 Shares 3,332 Est. Cost $0.06 Unrealized
WST WEST PHARMACEUTICAL SVCS INC 0.0%
Value ($000) $0 Shares 606 Est. Cost $290.04 Unrealized +22.3%
VONV VANGUARD 0.0%
Value ($000) $0 Shares 3,316 Est. Cost $68.72 Unrealized
UGI UGI CORP NEW 0.0%
Value ($000) $0 Shares 8,443 Est. Cost $47.06 Unrealized -35.5%
ENB ENBRIDGE INC 0.0%
Value ($000) $0 Shares 6,074 Est. Cost $31.18 Unrealized +2.8%
OKE ONEOK INC 0.0%
Value ($000) $0 Shares 3,651 Est. Cost $51.71 Unrealized +4.7%
VVAEQIV VANGUARD 0.0%
Value ($000) $0 Shares 15,890 Est. Cost $24.13 Unrealized
AVY AVERY DENNISON CORP 0.0%
Value ($000) $0 Shares 1,289 Est. Cost $172.27 Unrealized -5.5%
NUVEEN CR STRATEGIES INCOME FD 0.0%
Value ($000) $0 Shares 43,437 Est. Cost $0.01 Unrealized
ZTS ZOETIS INC 0.0%
Value ($000) $0 Shares 1,261 Est. Cost $168.11 Unrealized 0.0%
CAPL CROSSAMERICA PARTNERS LP 0.0%
Value ($000) $0 Shares 11,000 Est. Cost $8.09 Unrealized
ET ENERGY TRANSFER LP 0.0%
Value ($000) $0 Shares 16,952 Est. Cost $12.45 Unrealized
SJM JM SMUCKER CO/THE-NEW 0.0%
Value ($000) $0 Shares 1,435 Est. Cost $69.73 Unrealized +98.7%
FTV FORTIVE CORP 0.0%
Value ($000) $0 Shares 2,789 Est. Cost $49.93 Unrealized 0.0%
BX BLACKSTONE INC 0.0%
Value ($000) $0 Shares 2,227 Est. Cost $87.89 Unrealized -8.8%
ARCC ARES CAPITAL CORP 0.0%
Value ($000) $0 Shares 11,000 Est. Cost $14.63 Unrealized -1.7%
OPGIX INVESCO INVESTMENT SERVICES 0.0%
Value ($000) $0 Shares 4,055 Est. Cost $0.05 Unrealized
OMC OMNICOM GROUP INC 0.0%
Value ($000) $0 Shares 2,149 Est. Cost $80.37 Unrealized +5.6%
XLV SELECT SECTOR SPDR TR 0.0%
Value ($000) $0 Shares 1,514 Est. Cost $50.21 Unrealized
NUVEEN MUNICIPAL CREDIT INCM FD 0.0%
Value ($000) $0 Shares 17,261 Est. Cost $15.94 Unrealized
F FORD MOTOR CO 0.0%
Value ($000) $0 Shares 11,191 Est. Cost $10.07 Unrealized +6.2%
DFA FUNDS 0.0%
Value ($000) $0 Shares 12,438 Est. Cost $13.10 Unrealized
DFA FUNDS 0.0%
Value ($000) $0 Shares 11,475 Est. Cost $13.80 Unrealized
GTBIF GREEN THUMB INDUSTRIES INC 0.0%
Value ($000) $0 Shares 15,000 Est. Cost $8.72 Unrealized -14.8%
LOWLAND INVESTMENT CO PLC 0.0%
Value ($000) $0 Shares 26,500 Est. Cost $1.25 Unrealized
FRAC MARRIOTT INTL 0.0%
Value ($000) $0 Shares 63,711 Est. Cost Unrealized
RBYC RUBY CREEK RESOURCES INC 0.0%
Value ($000) $0 Shares 136,475 Est. Cost $0.10 Unrealized
RAYONIER INC 0.0%
Value ($000) $0 Shares 50,000 Est. Cost 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