Community Bank, N.A. Diversified Active

CIK: 0001632187 · Show all filings

Period: Q3 2020 (← Previous) (Next →)

Filing Date: Nov 3, 2020

Total Value ($000): $661,723 (100.0% shares, 0.0% debt)

Holdings (460)

AAPL APPLE INC 7.7%
Value ($000) $50,924 Shares 439,714 Est. Cost $86.95 Unrealized +21.9%
IVV ISHARES CORE S&P 500 ETF 6.5%
Value ($000) $42,837 Shares 127,474 Est. Cost $246.82 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 4.1%
Value ($000) $26,906 Shares 446,429 Est. Cost $57.02 Unrealized
USMV ISHARES EDGE MSCI MIN VOL USA ETF 2.7%
Value ($000) $17,967 Shares 281,969 Est. Cost $46.95 Unrealized
MSFT MICROSOFT CORP 2.6%
Value ($000) $17,182 Shares 81,693 Est. Cost $61.48 Unrealized +226.5%
IBM INTL BUSINESS MACHINES CORP 2.5%
Value ($000) $16,328 Shares 134,203 Est. Cost $100.00 Unrealized -6.1%
BMY BRISTOL MYERS SQUIBB COMPANY 1.9%
Value ($000) $12,570 Shares 208,497 Est. Cost $44.15 Unrealized +10.1%
JNJ JOHNSON & JOHNSON 1.8%
Value ($000) $11,618 Shares 78,031 Est. Cost $82.75 Unrealized +53.5%
VTI VANGUARD TOTAL STOCK MARKET ETF 1.7%
Value ($000) $11,063 Shares 64,957 Est. Cost $104.59 Unrealized
VZ VERIZON COMMUNICATIONS 1.6%
Value ($000) $10,802 Shares 181,567 Est. Cost $30.64 Unrealized +38.9%
MRK MERCK & COMPANY INC 1.5%
Value ($000) $10,041 Shares 121,056 Est. Cost $44.25 Unrealized +49.0%
IJR ISHARES CORE S&P SMALLCAP ETF 1.4%
Value ($000) $9,430 Shares 134,287 Est. Cost $91.01 Unrealized
INTC INTEL CORP 1.4%
Value ($000) $9,005 Shares 173,943 Est. Cost $30.19 Unrealized +54.1%
PG PROCTER & GAMBLE CO 1.4%
Value ($000) $8,976 Shares 64,578 Est. Cost $66.77 Unrealized +74.2%
PEP PEPSICO INC 1.4%
Value ($000) $8,945 Shares 64,534 Est. Cost $77.15 Unrealized +49.3%
IJH ISHARES CORE S&P MIDCAP ETF 1.3%
Value ($000) $8,872 Shares 47,878 Est. Cost $155.63 Unrealized
KO COCA COLA COMPANY 1.3%
Value ($000) $8,500 Shares 172,217 Est. Cost $33.09 Unrealized +23.3%
T AT&T INC 1.2%
Value ($000) $8,177 Shares 286,908 Est. Cost $13.25 Unrealized +17.4%
JPM JPMORGAN CHASE & CO 1.2%
Value ($000) $8,101 Shares 84,140 Est. Cost $60.23 Unrealized +41.9%
IWF ISHARES RUSSELL 1000 GROWTH ETF 1.2%
Value ($000) $7,636 Shares 35,208 Est. Cost $101.07 Unrealized
CBU COMMUNITY BK SYS INC 1.2%
Value ($000) $7,621 Shares 139,972 Est. Cost $48.63 Unrealized +0.4%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 1.1%
Value ($000) $7,261 Shares 137,546 Est. Cost $49.82 Unrealized
SPY SPDR S&P 500 ETF 1.1%
Value ($000) $7,165 Shares 21,394 Est. Cost $209.27 Unrealized
CSCO CISCO SYSTEMS INC 1.1%
Value ($000) $6,981 Shares 177,278 Est. Cost $21.66 Unrealized +71.1%
ISHARES GOLD TRUST 1.1%
Value ($000) $6,979 Shares 388,168 Est. Cost $12.51 Unrealized
EFAV ISHARES EDGE MSCI MIN VOL EAFE ETF 1.0%
Value ($000) $6,500 Shares 95,408 Est. Cost $66.25 Unrealized
PFE PFIZER INC 1.0%
Value ($000) $6,367 Shares 173,481 Est. Cost $21.14 Unrealized +28.3%
MDY SPDR S&P MIDCAP 400 ETF 0.9%
Value ($000) $6,184 Shares 18,252 Est. Cost $264.61 Unrealized
ABBV ABBVIE INC 0.9%
Value ($000) $5,783 Shares 66,028 Est. Cost $42.68 Unrealized +78.8%
ABT ABBOTT LABORATORIES 0.9%
Value ($000) $5,737 Shares 52,708 Est. Cost $46.62 Unrealized +98.1%
WMT WAL MART STORES INC 0.8%
Value ($000) $5,492 Shares 39,254 Est. Cost $23.02 Unrealized +79.5%
MMM 3M COMPANY 0.8%
Value ($000) $5,487 Shares 34,256 Est. Cost $97.28 Unrealized +13.5%
TOTL SPDR DOUBLELINE TOTAL RETURNTACT ETF 0.8%
Value ($000) $5,352 Shares 108,550 Est. Cost $49.53 Unrealized
PEG PUBLIC SVC ENTERPRISE GROUP 0.8%
Value ($000) $5,169 Shares 94,147 Est. Cost $28.63 Unrealized +54.0%
JPST JP MORGAN ULTRA SHORT INC 0.7%
Value ($000) $4,774 Shares 93,990 Est. Cost $50.75 Unrealized
D DOMINION ENERGY INC 0.7%
Value ($000) $4,772 Shares 60,460 Est. Cost $49.45 Unrealized +25.5%
TXN TEXAS INSTRUMENTS INC 0.7%
Value ($000) $4,647 Shares 32,545 Est. Cost $64.73 Unrealized +80.5%
UPS UNITED PARCEL SERVICE CL B 0.7%
Value ($000) $4,576 Shares 27,462 Est. Cost $75.48 Unrealized +55.5%
GSY INVESCO ACTIVELY MANAGD ETF ULTRA SHRT DUR 0.7%
Value ($000) $4,455 Shares 88,180 Est. Cost $50.43 Unrealized
ITW ILLINOIS TOOL WORKS INC 0.7%
Value ($000) $4,434 Shares 22,946 Est. Cost $75.08 Unrealized +122.8%
DIS WALT DISNEY CO 0.7%
Value ($000) $4,321 Shares 34,823 Est. Cost $93.99 Unrealized +29.9%
MCD MCDONALDS CORP 0.6%
Value ($000) $4,167 Shares 18,983 Est. Cost $109.65 Unrealized +65.4%
LOW LOWES COMPANIES INC 0.6%
Value ($000) $4,155 Shares 25,055 Est. Cost $75.09 Unrealized +86.3%
EMR EMERSON ELECTRIC CO 0.6%
Value ($000) $3,729 Shares 56,879 Est. Cost $48.10 Unrealized +22.2%
XLU UTILITIES SELECT SECTOR SPDR 0.6%
Value ($000) $3,721 Shares 62,665 Est. Cost $58.81 Unrealized
IWD ISHARES RUSSELL 1000 VALUE 0.6%
Value ($000) $3,702 Shares 31,339 Est. Cost $105.84 Unrealized
IWS ISHARES RUSSELL MIDCAP VALUE 0.6%
Value ($000) $3,659 Shares 45,272 Est. Cost $74.27 Unrealized
NEE NEXTERA ENERGY INC 0.6%
Value ($000) $3,650 Shares 13,151 Est. Cost $21.08 Unrealized +185.9%
NKE NIKE INC CLASS B 0.5%
Value ($000) $3,614 Shares 28,787 Est. Cost $56.71 Unrealized +75.7%
XOM EXXON MOBIL CORP 0.5%
Value ($000) $3,441 Shares 100,256 Est. Cost $55.49 Unrealized -41.8%
DOW DOW INC 0.5%
Value ($000) $3,324 Shares 70,678 Est. Cost $35.28 Unrealized -5.1%
VCSH VANGUARD SHORT TERM CORP BOND ETF 0.5%
Value ($000) $3,278 Shares 39,560 Est. Cost $79.77 Unrealized
EFA ISHARES MSCI EAFE ETF 0.5%
Value ($000) $3,184 Shares 50,016 Est. Cost $61.20 Unrealized
CVX CHEVRON CORP 0.5%
Value ($000) $3,091 Shares 42,932 Est. Cost $71.73 Unrealized -7.3%
CMCSA COMCAST CORP CLASS A 0.5%
Value ($000) $3,068 Shares 66,336 Est. Cost $29.74 Unrealized +26.5%
CAT CATERPILLAR INC 0.4%
Value ($000) $2,907 Shares 19,490 Est. Cost $99.40 Unrealized +27.6%
ETFMG PRIME MOBILE PAYMENTS 0.4%
Value ($000) $2,893 Shares 53,190 Est. Cost $43.20 Unrealized
AMZN AMAZON.COM INC 0.4%
Value ($000) $2,853 Shares 906 Est. Cost $108.57 Unrealized +45.2%
AMGN AMGEN INC 0.4%
Value ($000) $2,838 Shares 11,166 Est. Cost $129.18 Unrealized +62.2%
HD HOME DEPOT INC 0.4%
Value ($000) $2,838 Shares 10,219 Est. Cost $114.55 Unrealized +107.5%
GIS GENERAL MILLS INC 0.4%
Value ($000) $2,812 Shares 45,583 Est. Cost $37.87 Unrealized +37.6%
CMI CUMMINS INC 0.4%
Value ($000) $2,719 Shares 12,872 Est. Cost $106.00 Unrealized +65.0%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.4%
Value ($000) $2,649 Shares 61,278 Est. Cost $39.55 Unrealized
NUE NUCOR CORP 0.4%
Value ($000) $2,629 Shares 58,611 Est. Cost $39.54 Unrealized +1.9%
SCHA SCHWAB US SMALL CAP ETF 0.4%
Value ($000) $2,585 Shares 37,837 Est. Cost $60.21 Unrealized
SRVR PACER BENCHMARK DATA&INFRAS RE SECTOR ETF 0.4%
Value ($000) $2,548 Shares 72,140 Est. Cost $31.32 Unrealized
ADP AUTOMATIC DATA PROCESSING 0.4%
Value ($000) $2,526 Shares 18,104 Est. Cost $66.37 Unrealized +88.3%
UNH UNITEDHEALTH GROUP INC 0.4%
Value ($000) $2,347 Shares 7,526 Est. Cost $100.15 Unrealized +180.8%
CVS CVS HEALTH CORP 0.3%
Value ($000) $2,299 Shares 39,363 Est. Cost $58.22 Unrealized -10.0%
IBB ISHARES NASDAQ BIOTECHNOLOGYETF 0.3%
Value ($000) $2,260 Shares 16,694 Est. Cost $135.04 Unrealized
EEMV ISHARES MSCI MIN VOL EMERGE MARKETS ETF 0.3%
Value ($000) $2,246 Shares 40,705 Est. Cost $57.66 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP 0.3%
Value ($000) $2,212 Shares 38,454 Est. Cost $54.53 Unrealized -1.5%
SYY SYSCO CORP 0.3%
Value ($000) $2,198 Shares 35,327 Est. Cost $33.25 Unrealized +51.7%
VGT VANGUARD INFO TECH ETF 0.3%
Value ($000) $2,187 Shares 7,025 Est. Cost $188.16 Unrealized
DD DUPONT DE NEMOURS INC 0.3%
Value ($000) $2,122 Shares 38,240 Est. Cost $25.34 Unrealized -16.8%
NSC NORFOLK SOUTHERN CORP 0.3%
Value ($000) $2,097 Shares 9,799 Est. Cost $105.60 Unrealized +70.4%
BOTZ GLOBAL X ROBOTICS & AI ETF 0.3%
Value ($000) $2,078 Shares 74,575 Est. Cost $20.38 Unrealized
USB US BANCORP 0.3%
Value ($000) $1,972 Shares 55,023 Est. Cost $31.61 Unrealized -8.5%
GOOGL ALPHABET INC CLASS A 0.3%
Value ($000) $1,968 Shares 1,343 Est. Cost $59.42 Unrealized +27.3%
OMC OMNICOM GROUP INC 0.3%
Value ($000) $1,940 Shares 39,193 Est. Cost $54.24 Unrealized -18.9%
DHS WISDOMTREE US HIGH DIVIDEND ETF 0.3%
Value ($000) $1,910 Shares 30,555 Est. Cost $63.62 Unrealized
PREF PRINCIPAL SPECTRUM PFD SEC 0.3%
Value ($000) $1,822 Shares 90,780 Est. Cost $32.80 Unrealized
EXC EXELON CORP 0.3%
Value ($000) $1,786 Shares 49,961 Est. Cost $17.67 Unrealized +24.0%
QQQ INVESCO QQQ TRUST 0.3%
Value ($000) $1,748 Shares 6,289 Est. Cost $244.42 Unrealized
EZU ISHARES MSCI EUROZONE ETF 0.3%
Value ($000) $1,718 Shares 45,295 Est. Cost $37.93 Unrealized
IXJ ISHARES GLOBAL HEALTHCARE 0.3%
Value ($000) $1,684 Shares 23,455 Est. Cost $71.93 Unrealized
V VISA INC CLASS A 0.3%
Value ($000) $1,682 Shares 8,412 Est. Cost $107.40 Unrealized +79.0%
QCOM QUALCOMM INC 0.3%
Value ($000) $1,681 Shares 14,287 Est. Cost $63.95 Unrealized +48.8%
GLD SPDR GOLD SHARES 0.2%
Value ($000) $1,637 Shares 9,242 Est. Cost $125.62 Unrealized
VRP INVESCO VARIABLE RATE PFD 0.2%
Value ($000) $1,620 Shares 65,800 Est. Cost $24.85 Unrealized
NBTB NBT BANCORP INC 0.2%
Value ($000) $1,618 Shares 60,332 Est. Cost $29.52 Unrealized +0.5%
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.2%
Value ($000) $1,617 Shares 12,567 Est. Cost $81.14 Unrealized
CHRW C H ROBINSON WORLDWIDE INC 0.2%
Value ($000) $1,605 Shares 15,697 Est. Cost $58.30 Unrealized +41.7%
PNC PNC FINL SVCS GROUP INC 0.2%
Value ($000) $1,581 Shares 14,383 Est. Cost $95.66 Unrealized -7.3%
HON HONEYWELL INTL INC 0.2%
Value ($000) $1,578 Shares 9,583 Est. Cost $113.06 Unrealized +17.8%
SMMV ISHARES EDGE MSCI MIN VOL USSMALLCAP 0.2%
Value ($000) $1,554 Shares 53,184 Est. Cost $31.40 Unrealized
SYK STRYKER CORP 0.2%
Value ($000) $1,514 Shares 7,266 Est. Cost $106.03 Unrealized +73.2%
CSX CSX CORP 0.2%
Value ($000) $1,502 Shares 19,334 Est. Cost $19.58 Unrealized +17.2%
FLOT ISHARES FLOATING RATE BOND 0.2%
Value ($000) $1,395 Shares 27,500 Est. Cost $50.76 Unrealized
CL COLGATE PALMOLIVE CO 0.2%
Value ($000) $1,392 Shares 18,039 Est. Cost $55.08 Unrealized +22.3%
KWEB KRANESHARES CHINA INTERNET 0.2%
Value ($000) $1,389 Shares 20,370 Est. Cost $55.54 Unrealized
CB CHUBB LTD 0.2%
Value ($000) $1,294 Shares 11,151 Est. Cost $104.19 Unrealized +11.1%
BND VANGUARD TOTAL BOND MRKT ETF 0.2%
Value ($000) $1,273 Shares 14,428 Est. Cost $82.83 Unrealized
AMCOR PLC 0.2%
Value ($000) $1,244 Shares 112,559 Est. Cost $8.09 Unrealized +7.7%
AMT AMERICAN TOWER CORP 0.2%
Value ($000) $1,225 Shares 5,070 Est. Cost $195.67 Unrealized +10.8%
BRK/B BERKSHIRE HATHAWAY INC B 0.2%
Value ($000) $1,223 Shares 5,744 Est. Cost $175.99 Unrealized +16.2%
PPL PPL CORP 0.2%
Value ($000) $1,147 Shares 42,153 Est. Cost $22.44 Unrealized -3.4%
VNQ VANGUARD REIT ETF 0.2%
Value ($000) $1,146 Shares 14,512 Est. Cost $78.77 Unrealized
PFF ISHARES US PREFERRED STOCK 0.2%
Value ($000) $1,145 Shares 31,401 Est. Cost $36.54 Unrealized
APD AIR PRODUCTS & CHEMICALS INC 0.2%
Value ($000) $1,133 Shares 3,804 Est. Cost $145.06 Unrealized +73.5%
BDX BECTON DICKINSON AND COMPANY 0.2%
Value ($000) $1,128 Shares 4,847 Est. Cost $121.01 Unrealized +86.2%
UNP UNION PACIFIC CORP 0.2%
Value ($000) $1,111 Shares 5,643 Est. Cost $117.29 Unrealized +40.6%
SO SOUTHERN COMPANY 0.2%
Value ($000) $1,103 Shares 20,341 Est. Cost $39.60 Unrealized +9.9%
TFC TRUIST FINANCIAL CORP 0.2%
Value ($000) $1,100 Shares 28,917 Est. Cost $38.85 Unrealized -24.4%
GLW CORNING INC 0.2%
Value ($000) $1,092 Shares 33,707 Est. Cost $21.93 Unrealized +21.6%
MINT PIMCO ENHANCED SHORT MATURE ACTIVE ETF 0.2%
Value ($000) $1,091 Shares 10,698 Est. Cost $101.93 Unrealized
RY ROYAL BANK OF CANADA 0.2%
Value ($000) $1,074 Shares 15,315 Est. Cost $73.81 Unrealized -2.6%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.2%
Value ($000) $1,059 Shares 25,893 Est. Cost $38.77 Unrealized
BSV VANGUARD SHORT TERM BOND ETF 0.2%
Value ($000) $1,059 Shares 12,759 Est. Cost $80.36 Unrealized
NVS NOVARTIS AG ADR 0.2%
Value ($000) $1,039 Shares 11,946 Est. Cost $90.73 Unrealized
LDUR PIMCO ENHANCED LOW DURATION 0.2%
Value ($000) $1,022 Shares 10,000 Est. Cost $102.20 Unrealized
SBUX STARBUCKS CORP 0.2%
Value ($000) $1,013 Shares 11,789 Est. Cost $55.67 Unrealized +27.2%
LLY ELI LILLY AND COMPANY 0.1%
Value ($000) $972 Shares 6,570 Est. Cost $96.48 Unrealized +51.1%
MTD METTLER-TOLEDO INTL 0.1%
Value ($000) $966 Shares 1,000 Est. Cost $722.02 Unrealized +28.5%
XLK TECHNOLOGY SELECT SECTOR SPDR ETF 0.1%
Value ($000) $961 Shares 8,240 Est. Cost $65.96 Unrealized
PHYS SPROTT PHYSICAL GOLD TRUST 0.1%
Value ($000) $950 Shares 63,156 Est. Cost $14.31 Unrealized
GD GENERAL DYNAMICS CORP 0.1%
Value ($000) $933 Shares 6,736 Est. Cost $132.37 Unrealized -1.0%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $924 Shares 14,617 Est. Cost $58.54 Unrealized -4.1%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $898 Shares 8,960 Est. Cost $74.47 Unrealized +23.4%
KMB KIMBERLY CLARK CORP 0.1%
Value ($000) $895 Shares 6,059 Est. Cost $85.26 Unrealized +44.8%
IWM ISHARES RUSSELL 2000 ETF 0.1%
Value ($000) $889 Shares 5,937 Est. Cost $143.82 Unrealized
VGIT VANGUARD INTERM-TERM GOVT BDETF 0.1%
Value ($000) $865 Shares 12,270 Est. Cost $64.33 Unrealized
MTB M & T BANK CORP 0.1%
Value ($000) $862 Shares 9,361 Est. Cost $90.02 Unrealized -4.7%
IEF ISHARES 7-10 YEAR TSY BOND 0.1%
Value ($000) $854 Shares 7,010 Est. Cost $112.46 Unrealized
TIP ISHARES TIPS BOND ETF 0.1%
Value ($000) $843 Shares 6,661 Est. Cost $117.58 Unrealized
VCIT VANGUARD INTERM TERM CORP BDETF 0.1%
Value ($000) $838 Shares 8,750 Est. Cost $95.09 Unrealized
BAC BANK OF AMERICA CORPORATION 0.1%
Value ($000) $831 Shares 34,490 Est. Cost $20.35 Unrealized +7.2%
ALB ALBEMARLE CORP 0.1%
Value ($000) $823 Shares 9,215 Est. Cost $71.52 Unrealized +16.0%
SPYG SPDR PORTFOLIO S&P500 GROWTH 0.1%
Value ($000) $820 Shares 16,360 Est. Cost $36.08 Unrealized
HSY HERSHEY CO 0.1%
Value ($000) $818 Shares 5,710 Est. Cost $102.74 Unrealized +21.5%
TRV TRAVELERS COMPANIES INC 0.1%
Value ($000) $798 Shares 7,380 Est. Cost $101.80 Unrealized +0.6%
VFC VF CORP 0.1%
Value ($000) $792 Shares 11,270 Est. Cost $59.68 Unrealized +8.2%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $788 Shares 1,784 Est. Cost $235.53 Unrealized +73.0%
XLB MATERIALS SELECT SECTOR SPDR 0.1%
Value ($000) $787 Shares 12,367 Est. Cost $53.08 Unrealized
GDX VANECK VECTORS GOLD MINERS ETF 0.1%
Value ($000) $783 Shares 20,000 Est. Cost $21.95 Unrealized
GOOG ALPHABET INC CLASS C 0.1%
Value ($000) $776 Shares 528 Est. Cost $61.06 Unrealized +24.0%
SPYV SPDR PORTFOLIO S&P 500 VALUE 0.1%
Value ($000) $761 Shares 25,210 Est. Cost $29.26 Unrealized
IVW ISHARES S&P 500 GROWTH ETF 0.1%
Value ($000) $761 Shares 3,290 Est. Cost $156.51 Unrealized
TGT TARGET CORP 0.1%
Value ($000) $743 Shares 4,723 Est. Cost $51.68 Unrealized +129.6%
DUK DUKE ENERGY CORP 0.1%
Value ($000) $737 Shares 8,318 Est. Cost $58.63 Unrealized +13.8%
MDT MEDTRONIC PLC 0.1%
Value ($000) $722 Shares 6,946 Est. Cost $66.71 Unrealized +29.3%
PSX PHILLIPS 66 0.1%
Value ($000) $709 Shares 13,673 Est. Cost $54.17 Unrealized -9.4%
ROK ROCKWELL AUTOMATION INC 0.1%
Value ($000) $701 Shares 3,175 Est. Cost $181.80 Unrealized +12.0%
AME AMETEK INC 0.1%
Value ($000) $696 Shares 7,000 Est. Cost $90.92 Unrealized +2.6%
COP CONOCOPHILLIPS 0.1%
Value ($000) $695 Shares 21,149 Est. Cost $47.42 Unrealized -34.2%
ORCL ORACLE CORP 0.1%
Value ($000) $684 Shares 11,456 Est. Cost $39.64 Unrealized +33.1%
AEP AMERICAN ELECTRIC POWER CO 0.1%
Value ($000) $672 Shares 8,227 Est. Cost $43.37 Unrealized +56.3%
FAST FASTENAL CO 0.1%
Value ($000) $661 Shares 14,652 Est. Cost $11.82 Unrealized +69.7%
MDLZ MONDELEZ INTL INC CL A 0.1%
Value ($000) $658 Shares 11,453 Est. Cost $43.26 Unrealized +12.3%
IVE ISHARES S&P 500 VALUE ETF 0.1%
Value ($000) $651 Shares 5,790 Est. Cost $105.90 Unrealized
VOO VANGUARD S&P 500 ETF 0.1%
Value ($000) $647 Shares 2,103 Est. Cost $240.72 Unrealized
SRE SEMPRA ENERGY 0.1%
Value ($000) $645 Shares 5,450 Est. Cost $39.72 Unrealized +30.0%
VFH VANGUARD FINANCIALS ETF 0.1%
Value ($000) $638 Shares 10,915 Est. Cost $49.70 Unrealized
VIS VANGUARD INDUSTRIALS ETF 0.1%
Value ($000) $637 Shares 4,400 Est. Cost $106.82 Unrealized
DMLP DORCHESTER MINERALS LP 0.1%
Value ($000) $629 Shares 60,860 Est. Cost $12.78 Unrealized
EFX EQUIFAX INC 0.1%
Value ($000) $628 Shares 4,000 Est. Cost $132.13 Unrealized +19.2%
TD TORONTO DOMINION BANK 0.1%
Value ($000) $622 Shares 13,444 Est. Cost $45.91 Unrealized +1.4%
BHP BHP GROUP LTD ADR 0.1%
Value ($000) $602 Shares 11,650 Est. Cost $44.58 Unrealized
ELV ANTHEM INC 0.1%
Value ($000) $602 Shares 2,240 Est. Cost $116.13 Unrealized +115.3%
BA BOEING COMPANY 0.1%
Value ($000) $589 Shares 3,563 Est. Cost $131.15 Unrealized +30.0%
ADBE ADOBE INC 0.1%
Value ($000) $587 Shares 1,197 Est. Cost $340.55 Unrealized +36.6%
MCK MCKESSON CORP 0.1%
Value ($000) $561 Shares 3,766 Est. Cost $161.50 Unrealized -9.1%
ZBH ZIMMER HOLDINGS INC 0.1%
Value ($000) $545 Shares 4,000 Est. Cost $131.26 Unrealized -4.8%
MO ALTRIA GROUP INC 0.1%
Value ($000) $527 Shares 13,657 Est. Cost $28.32 Unrealized -4.0%
DG DOLLAR GENERAL CORP 0.1%
Value ($000) $516 Shares 2,460 Est. Cost $98.77 Unrealized +84.3%
XLE ENERGY SELECT SECTOR SPDR ETF 0.1%
Value ($000) $509 Shares 16,992 Est. Cost $42.48 Unrealized
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $486 Shares 6,481 Est. Cost $60.21 Unrealized -2.2%
OTIS OTIS WORLDWIDE CORP 0.1%
Value ($000) $478 Shares 7,656 Est. Cost $47.48 Unrealized +18.9%
CARR CARRIER GLOBAL CORPORATION 0.1%
Value ($000) $476 Shares 15,570 Est. Cost $17.13 Unrealized +53.9%
STZ CONSTELLATION BRANDS INC CLASS A 0.1%
Value ($000) $460 Shares 2,425 Est. Cost $134.57 Unrealized +24.1%
FIS FIDELITY NATL INFORMATION SV 0.1%
Value ($000) $442 Shares 3,000 Est. Cost $118.59 Unrealized +8.6%
IJK ISHARES S&P MIDCAP 400 GROWTH ETF 0.1%
Value ($000) $441 Shares 1,845 Est. Cost $171.51 Unrealized
VHT VANGUARD HEALTH CARE ETF 0.1%
Value ($000) $433 Shares 2,119 Est. Cost $169.09 Unrealized
CANADIAN PACIFIC RAILWAY LTD 0.1%
Value ($000) $426 Shares 1,400 Est. Cost $235.25 Unrealized
SRLN SPDR BLACKSTONE/GSO SENIOR LOAN ETF 0.1%
Value ($000) $425 Shares 9,522 Est. Cost $47.46 Unrealized
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $414 Shares 1,080 Est. Cost $192.16 Unrealized +71.2%
WFC WELLS FARGO & CO 0.1%
Value ($000) $407 Shares 17,296 Est. Cost $38.83 Unrealized -43.8%
SWK STANLEY BLACK & DECKER INC 0.1%
Value ($000) $405 Shares 2,500 Est. Cost $69.48 Unrealized +88.8%
IGSB ISHARES SHORT TERM CORP BOND 0.1%
Value ($000) $404 Shares 7,367 Est. Cost $77.37 Unrealized
BLACKROCK INC 0.1%
Value ($000) $400 Shares 710 Est. Cost $539.95 Unrealized
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $399 Shares 5,135 Est. Cost $41.84 Unrealized +45.3%
TMP TOMPKINS FINANCIAL CORP 0.1%
Value ($000) $395 Shares 6,950 Est. Cost $46.77 Unrealized +11.2%
ESGE ISHARES ESG MSCI EM ETF 0.1%
Value ($000) $375 Shares 10,535 Est. Cost $34.07 Unrealized
EEM ISHARES MSCI EMERGING MKTS ETF 0.1%
Value ($000) $363 Shares 8,240 Est. Cost $42.12 Unrealized
SPGI S&P GLOBAL INC 0.1%
Value ($000) $361 Shares 1,000 Est. Cost $206.56 Unrealized +63.4%
TRP TC ENERGY CORP 0.1%
Value ($000) $349 Shares 8,300 Est. Cost $34.25 Unrealized +0.9%
PPG PPG INDUSTRIES INC 0.1%
Value ($000) $344 Shares 2,817 Est. Cost $91.99 Unrealized +14.5%
ECL ECOLAB INC 0.1%
Value ($000) $343 Shares 1,714 Est. Cost $149.57 Unrealized +26.0%
IGIB ISHARES INTERMEDIATE CREDIT BOND ETF 0.1%
Value ($000) $339 Shares 5,583 Est. Cost $65.10 Unrealized
MA MASTERCARD INC CLASS A 0.1%
Value ($000) $335 Shares 990 Est. Cost $197.67 Unrealized +59.7%
ESGD ISHARES ESG MSCI EAFE ETF 0.1%
Value ($000) $331 Shares 5,215 Est. Cost $63.26 Unrealized
VBR VANGUARD SMALLCAP VALUE ETF 0.0%
Value ($000) $326 Shares 2,950 Est. Cost $108.04 Unrealized
MS MORGAN STANLEY 0.0%
Value ($000) $325 Shares 6,714 Est. Cost $35.97 Unrealized +18.3%
WTRG ESSENTIAL UTILITIES INC 0.0%
Value ($000) $322 Shares 8,005 Est. Cost $47.18 Unrealized -9.0%
VB VANGUARD SMALLCAP ETF 0.0%
Value ($000) $317 Shares 2,062 Est. Cost $122.15 Unrealized
CTVA CORTEVA INC 0.0%
Value ($000) $316 Shares 10,958 Est. Cost $25.02 Unrealized +5.9%
AWK AMERICAN WATER WORKS CO INC 0.0%
Value ($000) $290 Shares 2,000 Est. Cost $108.05 Unrealized +18.3%
PRU PRUDENTIAL FINANCIAL INC 0.0%
Value ($000) $289 Shares 4,545 Est. Cost $53.73 Unrealized -6.2%
NYF ISHARES NEW YORK MUNI BOND 0.0%
Value ($000) $289 Shares 5,040 Est. Cost $57.58 Unrealized
CI CIGNA CORP NEW 0.0%
Value ($000) $284 Shares 1,673 Est. Cost $178.56 Unrealized -9.8%
VUG VANGUARD GROWTH ETF 0.0%
Value ($000) $279 Shares 1,224 Est. Cost $165.83 Unrealized
ROP ROPER INDS INC 0.0%
Value ($000) $277 Shares 700 Est. Cost $333.07 Unrealized +20.9%
WM WASTE MANAGEMENT INC 0.0%
Value ($000) $277 Shares 2,447 Est. Cost $88.75 Unrealized +14.2%
ACWX ISHARES MSCI ACWI EX US ETF 0.0%
Value ($000) $276 Shares 6,000 Est. Cost $43.19 Unrealized
TJX TJX COMPANIES 0.0%
Value ($000) $274 Shares 4,927 Est. Cost $42.97 Unrealized +16.5%
RIO RIO TINTO PLC ADR 0.0%
Value ($000) $264 Shares 4,375 Est. Cost $45.03 Unrealized
NWFL NORWOOD FINANCIAL CORP 0.0%
Value ($000) $262 Shares 10,767 Est. Cost $29.61 Unrealized -12.8%
XLY CONSUMER DISCRET SEL SECT SPDR ETF 0.0%
Value ($000) $245 Shares 1,664 Est. Cost $120.21 Unrealized
BAX BAXTER INTERNATIONAL INC 0.0%
Value ($000) $235 Shares 2,925 Est. Cost $58.84 Unrealized +27.8%
LQD ISHARES IBOXX $ INVMT GRADE CORP BOND ETF 0.0%
Value ($000) $235 Shares 1,746 Est. Cost $120.21 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $234 Shares 6,518 Est. Cost $75.14 Unrealized
EWC ISHARES MSCI CANADA ETF 0.0%
Value ($000) $232 Shares 8,459 Est. Cost $28.90 Unrealized
XLP CONSUMER STAPLES SECTOR SPDR 0.0%
Value ($000) $228 Shares 3,562 Est. Cost $57.87 Unrealized
BIIB BIOGEN INC 0.0%
Value ($000) $227 Shares 800 Est. Cost $264.15 Unrealized +5.6%
VGLT VANGUARD LONG TERM TREASURY 0.0%
Value ($000) $223 Shares 2,245 Est. Cost $100.16 Unrealized
SPTI SPDR INTERMEDIATE TREASURY 0.0%
Value ($000) $221 Shares 6,665 Est. Cost $48.23 Unrealized
GENERAL ELECTRIC CO 0.0%
Value ($000) $220 Shares 35,341 Est. Cost $25.83 Unrealized
EMN EASTMAN CHEMICAL CO 0.0%
Value ($000) $219 Shares 2,800 Est. Cost $51.71 Unrealized +20.8%
XLV HEALTH CARE SELECT SECTOR SPDR ETF 0.0%
Value ($000) $219 Shares 2,075 Est. Cost $95.04 Unrealized
ETN EATON CORP PLC 0.0%
Value ($000) $209 Shares 2,048 Est. Cost $78.56 Unrealized +13.5%
MFC MANULIFE FINL CORP 0.0%
Value ($000) $209 Shares 15,000 Est. Cost $15.95 Unrealized -10.2%
AEE AMEREN CORPORATION 0.0%
Value ($000) $198 Shares 2,498 Est. Cost $29.40 Unrealized +127.9%
PNW PINNACLE WEST CPTL CORP 0.0%
Value ($000) $190 Shares 2,550 Est. Cost $42.74 Unrealized +41.6%
SHY ISHARES 1-3 YR TREASURY BONDETF 0.0%
Value ($000) $189 Shares 2,191 Est. Cost $86.00 Unrealized
CHD CHURCH & DWIGHT CO INC 0.0%
Value ($000) $187 Shares 2,000 Est. Cost $66.06 Unrealized +29.0%
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $186 Shares 11,991 Est. Cost $58.56 Unrealized -71.8%
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $186 Shares 590 Est. Cost $175.54 Unrealized +69.8%
STT STATE STREET CORP 0.0%
Value ($000) $183 Shares 3,096 Est. Cost $60.58 Unrealized -10.0%
NFG NATIONAL FUEL GAS COMPANY 0.0%
Value ($000) $182 Shares 4,466 Est. Cost $58.82 Unrealized -27.6%
VXUS VANGUARD TOTAL INTL STOCK ETF 0.0%
Value ($000) $165 Shares 3,162 Est. Cost $53.60 Unrealized
EIX EDISON INTL 0.0%
Value ($000) $157 Shares 3,097 Est. Cost $49.92 Unrealized -16.4%
XLF SPDR FINANCIAL SELECT SECTOR 0.0%
Value ($000) $156 Shares 6,479 Est. Cost $20.95 Unrealized
NVDA NVIDIA CORPORATION 0.0%
Value ($000) $154 Shares 285 Est. Cost $8.99 Unrealized +29.0%
STERICYCLE INC 0.0%
Value ($000) $151 Shares 2,400 Est. Cost $63.75 Unrealized
TT TRANE TECHNOLOGIES PLC 0.0%
Value ($000) $151 Shares 1,242 Est. Cost $93.73 Unrealized +11.7%
META FACEBOOK INC CLASS A 0.0%
Value ($000) $147 Shares 563 Est. Cost $156.76 Unrealized +63.4%
DHR DANAHER CORP 0.0%
Value ($000) $146 Shares 680 Est. Cost $125.80 Unrealized +38.1%
VPU VANGUARD UTILITIES ETF 0.0%
Value ($000) $134 Shares 1,035 Est. Cost $103.21 Unrealized
XBI SPDR S&P BIOTECH ETF 0.0%
Value ($000) $134 Shares 1,202 Est. Cost $111.76 Unrealized
BCE BCE INC 0.0%
Value ($000) $133 Shares 3,200 Est. Cost $28.42 Unrealized +3.0%
VO VANGUARD MIDCAP ETF 0.0%
Value ($000) $129 Shares 732 Est. Cost $123.76 Unrealized
KHC KRAFT HEINZ COMPANY 0.0%
Value ($000) $128 Shares 4,282 Est. Cost $35.53 Unrealized -27.2%
HYG ISHARES IBOXX $ HIGH YIELD CORP BOND ETF 0.0%
Value ($000) $124 Shares 1,478 Est. Cost $84.90 Unrealized
THOMSON REUTERS CORP 0.0%
Value ($000) $120 Shares 1,500 Est. Cost $64.49 Unrealized
IYR ISHARES US REAL ESTATE 0.0%
Value ($000) $117 Shares 1,467 Est. Cost $78.68 Unrealized
VYM VANGUARD HIGH DIVIDEND YIELD 0.0%
Value ($000) $116 Shares 1,437 Est. Cost $78.85 Unrealized
SLF SUN LIFE FINANCIAL INC 0.0%
Value ($000) $110 Shares 2,700 Est. Cost $40.18 Unrealized +0.6%
PAYX PAYCHEX INC 0.0%
Value ($000) $110 Shares 1,375 Est. Cost $54.46 Unrealized +18.5%
KEY KEYCORP 0.0%
Value ($000) $109 Shares 9,126 Est. Cost $9.30 Unrealized +0.9%
VLY VALLEY NATL BANCORP 0.0%
Value ($000) $105 Shares 15,356 Est. Cost $11.65 Unrealized -36.2%
TM TOYOTA MOTOR CORP 0.0%
Value ($000) $105 Shares 800 Est. Cost $136.26 Unrealized
PII POLARIS INDUSTRIES INC 0.0%
Value ($000) $104 Shares 1,100 Est. Cost $102.32 Unrealized -3.8%
AROW ARROW FINANCIAL CORPORATION 0.0%
Value ($000) $104 Shares 4,153 Est. Cost $16.01 Unrealized +35.6%
BK BANK OF NEW YORK MELLON CORP 0.0%
Value ($000) $102 Shares 2,964 Est. Cost $30.03 Unrealized +3.8%
ENB ENBRIDGE INC 0.0%
Value ($000) $102 Shares 3,497 Est. Cost $21.58 Unrealized +2.0%
COOPER COMPANIES INC 0.0%
Value ($000) $101 Shares 300 Est. Cost $320.00 Unrealized
C CITIGROUP INC 0.0%
Value ($000) $100 Shares 2,317 Est. Cost $44.28 Unrealized -7.4%
EPD ENTERPRISE PRODS PARTNERS LP 0.0%
Value ($000) $99 Shares 6,298 Est. Cost $22.78 Unrealized
MKL MARKEL CORPORATION 0.0%
Value ($000) $97 Shares 100 Est. Cost $1138.97 Unrealized -10.8%
HDV ISHARES CORE HIGH DIVIDEND 0.0%
Value ($000) $91 Shares 1,130 Est. Cost $76.71 Unrealized
XLC SELECT SECTOR SPDR TR COMMUNICATION 0.0%
Value ($000) $89 Shares 1,492 Est. Cost $53.87 Unrealized
ISTB ISHARES TRUST CORE SHORT- TERM US BD ETF(ISTB) 0.0%
Value ($000) $86 Shares 1,665 Est. Cost $51.70 Unrealized
F FORD MOTOR COMPANY 0.0%
Value ($000) $81 Shares 12,200 Est. Cost $5.40 Unrealized -4.9%
BX BLACKSTONE GROUP INC 0.0%
Value ($000) $81 Shares 1,550 Est. Cost $44.17 Unrealized +0.8%
KLAC KLA CORPORATION 0.0%
Value ($000) $79 Shares 410 Est. Cost $160.31 Unrealized +16.1%
CRM SALESFORCE.COM INC 0.0%
Value ($000) $79 Shares 314 Est. Cost $166.47 Unrealized +29.9%
WTM WHITE MTNS INS GROUP LTD 0.0%
Value ($000) $78 Shares 100 Est. Cost $1090.77 Unrealized -20.7%
COST COSTCO 0.0%
Value ($000) $77 Shares 215 Est. Cost $169.20 Unrealized +82.7%
ROYAL DUTCH SHELL PLC CL A 0.0%
Value ($000) $73 Shares 2,900 Est. Cost $66.33 Unrealized
DVY ISHARES SELECT DIVIDEND ETF 0.0%
Value ($000) $72 Shares 878 Est. Cost $80.55 Unrealized
CAG CONAGRA FOODS INC 0.0%
Value ($000) $71 Shares 2,000 Est. Cost $28.95 Unrealized 0.0%
EOG EOG RESOURCES INC 0.0%
Value ($000) $67 Shares 1,863 Est. Cost $66.95 Unrealized -47.9%
PEOPLES UNITED FINANCIAL INC 0.0%
Value ($000) $66 Shares 6,476 Est. Cost $16.67 Unrealized
IQV IQVIA HLDGS INC 0.0%
Value ($000) $65 Shares 411 Est. Cost $127.87 Unrealized +22.6%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $63 Shares 312 Est. Cost $164.18 Unrealized +9.0%
AGG ISHARES CORE US AGGREGATE BOND ETF 0.0%
Value ($000) $62 Shares 525 Est. Cost $116.99 Unrealized
PAYC PAYCOM SOFTWARE INC 0.0%
Value ($000) $62 Shares 200 Est. Cost $231.95 Unrealized +23.4%
NTR NUTRIEN LTD 0.0%
Value ($000) $60 Shares 1,520 Est. Cost $40.89 Unrealized -25.0%
TDY TELEDYNE TECHNOLOGIES INC 0.0%
Value ($000) $58 Shares 187 Est. Cost $88.71 Unrealized +255.7%
MUB ISHARES NATIONAL MUNI BOND ETF 0.0%
Value ($000) $58 Shares 500 Est. Cost $110.15 Unrealized
LINDE PLC 0.0%
Value ($000) $58 Shares 243 Est. Cost $156.38 Unrealized
SLV ISHARES SILVER TRUST 0.0%
Value ($000) $56 Shares 2,622 Est. Cost $14.99 Unrealized
VOT VANGUARD MIDCAP GROWTH ETF 0.0%
Value ($000) $56 Shares 309 Est. Cost $158.29 Unrealized
FDX FEDEX CORP 0.0%
Value ($000) $54 Shares 215 Est. Cost $159.37 Unrealized +13.5%
FBIN FORTUNE BRANDS HOME & SEC 0.0%
Value ($000) $52 Shares 600 Est. Cost $57.83 Unrealized +6.6%
BROOKFIELD ASSET MGMT INC CLASS A 0.0%
Value ($000) $50 Shares 1,525 Est. Cost $31.91 Unrealized
GLAXOSMITHKLINE PLC ADR 0.0%
Value ($000) $48 Shares 1,275 Est. Cost $40.78 Unrealized
WY WEYERHAEUSER CO 0.0%
Value ($000) $46 Shares 1,600 Est. Cost $18.15 Unrealized +23.0%
GAP GAP INC 0.0%
Value ($000) $46 Shares 2,700 Est. Cost $22.43 Unrealized -45.2%
L LOEWS CORP 0.0%
Value ($000) $45 Shares 1,300 Est. Cost $35.50 Unrealized -1.0%
HYD VANECK VECTORS HIGH YLD MUNI 0.0%
Value ($000) $45 Shares 750 Est. Cost $61.33 Unrealized
SLQD ISHARES 0-5 YR INVMT GR CORP 0.0%
Value ($000) $44 Shares 835 Est. Cost $49.41 Unrealized
DE DEERE & COMPANY 0.0%
Value ($000) $44 Shares 200 Est. Cost $126.84 Unrealized +41.7%
XYL XYLEM INC 0.0%
Value ($000) $43 Shares 507 Est. Cost $64.39 Unrealized +13.5%
TOTAL SA ADR 0.0%
Value ($000) $43 Shares 1,265 Est. Cost $50.95 Unrealized
LIBERTY ALL STAR EQUITY FD 0.0%
Value ($000) $43 Shares 7,208 Est. Cost $6.80 Unrealized
OKTA OKTA INC CL A 0.0%
Value ($000) $43 Shares 200 Est. Cost $115.13 Unrealized +81.1%
EATON VANCE ENHANCED EQ INC 0.0%
Value ($000) $42 Shares 2,900 Est. Cost $14.48 Unrealized
SUI SUN COMMUNITIES INC 0.0%
Value ($000) $42 Shares 301 Est. Cost $77.88 Unrealized
PFIS PEOPLES FINL SVCS CORP 0.0%
Value ($000) $42 Shares 1,218 Est. Cost $33.02 Unrealized -10.1%
BLACKROCK ENHANCED EQT DIV 0.0%
Value ($000) $42 Shares 5,703 Est. Cost $9.29 Unrealized
BP BP PLC ADR 0.0%
Value ($000) $39 Shares 2,260 Est. Cost $38.77 Unrealized
NUVEEN DIVERS DIV & INC FUND 0.0%
Value ($000) $39 Shares 5,000 Est. Cost $7.82 Unrealized
IR INGERSOLL RAND INC 0.0%
Value ($000) $39 Shares 1,095 Est. Cost $31.60 Unrealized +5.4%
ALL THE ALLSTATE CORPORATION 0.0%
Value ($000) $38 Shares 400 Est. Cost $59.63 Unrealized +37.1%
INFU INFUSYSTEMS HOLDINGS INC 0.0%
Value ($000) $38 Shares 3,000 Est. Cost $3.18 Unrealized +308.8%
VOE VANGUARD MIDCAP VALUE ETF 0.0%
Value ($000) $36 Shares 354 Est. Cost $110.17 Unrealized
NEW YORK CMNTY BANCORP INC 0.0%
Value ($000) $35 Shares 4,275 Est. Cost $8.32 Unrealized
VXF VANGUARD INDEX FDS EXTEND MKT ETF-VXF 0.0%
Value ($000) $35 Shares 268 Est. Cost $118.99 Unrealized
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.0%
Value ($000) $35 Shares 160 Est. Cost $193.80 Unrealized
STIP ISHARES 0-5 YEAR TIPS BOND ETF (STIP) 0.0%
Value ($000) $34 Shares 319 Est. Cost $104.48 Unrealized
WPC WP CAREY INC 0.0%
Value ($000) $33 Shares 497 Est. Cost $86.20 Unrealized
MGA MAGNA INTERNATIONAL INC 0.0%
Value ($000) $33 Shares 720 Est. Cost $38.61 Unrealized +5.0%
PZA INVESCO EXCH TRADED FD TR IINATL AMT MUNI 0.0%
Value ($000) $33 Shares 1,250 Est. Cost $24.80 Unrealized
ALLE ALLEGION PLC 0.0%
Value ($000) $33 Shares 331 Est. Cost $63.16 Unrealized +49.8%
MLR MILLER INDUSTRIES INC 0.0%
Value ($000) $32 Shares 1,054 Est. Cost $17.09 Unrealized +58.2%
TFI SPDR NUVEEN BBB MUNI BOND ETF 0.0%
Value ($000) $32 Shares 625 Est. Cost $49.60 Unrealized
SU SUNCOR ENERGY INC 0.0%
Value ($000) $31 Shares 2,500 Est. Cost $22.42 Unrealized -43.5%
XLRE REAL ESTATE SELECT SECTOR SPDR 0.0%
Value ($000) $30 Shares 856 Est. Cost $34.69 Unrealized
STOT SPDR DOUBLELINE SHRT DUR 0.0%
Value ($000) $30 Shares 600 Est. Cost $50.00 Unrealized
VARIAN MEDICAL SYSTEMS INC 0.0%
Value ($000) $29 Shares 166 Est. Cost $108.43 Unrealized
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $29 Shares 120 Est. Cost $24.33 Unrealized +71.0%
GVI ISHARES INTERM GOVT/CREDIT BOND ETF - GVI 0.0%
Value ($000) $29 Shares 250 Est. Cost $118.03 Unrealized
SIRIUS XM HOLDINGS INC 0.0%
Value ($000) $27 Shares 5,000 Est. Cost $5.80 Unrealized
SPH SUBURBAN PROPANE PARTNERS LP 0.0%
Value ($000) $27 Shares 1,670 Est. Cost $15.46 Unrealized
L BRANDS INC COM 0.0%
Value ($000) $24 Shares 750 Est. Cost $32.00 Unrealized
VBI VACCINES INC 0.0%
Value ($000) $24 Shares 8,500 Est. Cost $3.07 Unrealized
SPIB SPDR INTERM CORP BOND ETF 0.0%
Value ($000) $24 Shares 650 Est. Cost $34.36 Unrealized
BNTX BIONTECH SE ADR 0.0%
Value ($000) $24 Shares 350 Est. Cost $62.45 Unrealized
OHI OMEGA HEALTHCARE INV INC 0.0%
Value ($000) $23 Shares 783 Est. Cost $31.37 Unrealized
ADI ANALOG DEVICES INC 0.0%
Value ($000) $22 Shares 186 Est. Cost $92.94 Unrealized +14.5%
SPSM SPDR PORTFOLIO SMALLCAP ETF 0.0%
Value ($000) $22 Shares 800 Est. Cost $26.25 Unrealized
EL ESTEE LAUDER COMP INC CL A 0.0%
Value ($000) $22 Shares 100 Est. Cost $165.58 Unrealized +15.3%
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $22 Shares 232 Est. Cost $37.13 Unrealized +110.3%
LW LAMB WESTON HLDGS INC 0.0%
Value ($000) $22 Shares 333 Est. Cost $58.69 Unrealized 0.0%
HOLLYFRONTIER CORP 0.0%
Value ($000) $21 Shares 1,050 Est. Cost $20.00 Unrealized
IWN ISHARES RUSSELL 2000 VALUE 0.0%
Value ($000) $21 Shares 209 Est. Cost $119.62 Unrealized
SPDR GOLD MINISHARES 0.0%
Value ($000) $20 Shares 1,050 Est. Cost $14.29 Unrealized
PBW INVESCO EXCHANGE TRADED FD TR WILDERHIL CLAN 0.0%
Value ($000) $20 Shares 323 Est. Cost $40.25 Unrealized
CEL SCI CORP 0.0%
Value ($000) $19 Shares 1,500 Est. Cost $8.92 Unrealized
VBK VANGUARD SMALLCAP GROWTH ETF 0.0%
Value ($000) $19 Shares 88 Est. Cost $122.00 Unrealized
ESGU ISHARES TR ESG MSCI USA ETF (ESGU) 0.0%
Value ($000) $19 Shares 243 Est. Cost $69.96 Unrealized
DES WISDOMTREE SMALLCAP DIVIDEND 0.0%
Value ($000) $19 Shares 900 Est. Cost $26.67 Unrealized
JACOBS ENGR GROUP INC. 0.0%
Value ($000) $18 Shares 194 Est. Cost $82.47 Unrealized
FNV FRANCO NEVADA CORP 0.0%
Value ($000) $18 Shares 132 Est. Cost $44.81 Unrealized +215.8%
GM GENERAL MOTORS CO 0.0%
Value ($000) $18 Shares 597 Est. Cost $27.06 Unrealized +0.2%
XRAY DENTSPLY SIRONA INC 0.0%
Value ($000) $18 Shares 414 Est. Cost $62.09 Unrealized -28.8%
HEAT BIOLOGICS INC 0.0%
Value ($000) $17 Shares 13,500 Est. Cost $1.26 Unrealized
HAS HASBRO INC 0.0%
Value ($000) $17 Shares 200 Est. Cost $62.72 Unrealized 0.0%
O REALTY INCOME CORP 0.0%
Value ($000) $17 Shares 284 Est. Cost $41.67 Unrealized +8.2%
EMNT PIMCO ENHANCED SHORT MAT ESG 0.0%
Value ($000) $16 Shares 160 Est. Cost $100.00 Unrealized
COF CAPITAL ONE FINANCIAL 0.0%
Value ($000) $16 Shares 223 Est. Cost $71.26 Unrealized -14.4%
MGK VANGUARD MEGA CAP GROWTH 0.0%
Value ($000) $16 Shares 85 Est. Cost $82.35 Unrealized
JOUNCE THERAPEUTICS INC 0.0%
Value ($000) $16 Shares 2,000 Est. Cost $8.50 Unrealized
AJG ARTHUR J GALLAGHER & CO 0.0%
Value ($000) $16 Shares 150 Est. Cost $48.90 Unrealized +99.8%
MRNA MODERNA INC 0.0%
Value ($000) $14 Shares 200 Est. Cost $69.72 Unrealized 0.0%
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $14 Shares 655 Est. Cost $13.89 Unrealized +17.7%
INFIQ INFINITY PHARMACEUTICALS INC 0.0%
Value ($000) $14 Shares 12,000 Est. Cost $1.86 Unrealized -44.8%
CLSK CLEANSPARK INC 0.0%
Value ($000) $13 Shares 1,005 Est. Cost $8.45 Unrealized 0.0%
MACQUARIE INFRASTRUCTURE COR 0.0%
Value ($000) $13 Shares 500 Est. Cost $26.00 Unrealized
KR KROGER COMPANY 0.0%
Value ($000) $13 Shares 370 Est. Cost $22.30 Unrealized +38.1%
VLO VALERO ENERGY CORP 0.0%
Value ($000) $13 Shares 300 Est. Cost $42.61 Unrealized 0.0%
PRF INVESCO FTSE RAFI US1000 ETF 0.0%
Value ($000) $13 Shares 112 Est. Cost $113.04 Unrealized
ICE INTERCONTINENTALEXCHANGE GRP 0.0%
Value ($000) $11 Shares 113 Est. Cost $85.14 Unrealized +8.0%
SIERRA WIRELESS INC 0.0%
Value ($000) $11 Shares 1,000 Est. Cost $10.00 Unrealized
ANNALY CAPITAL MANAGEMENT 0.0%
Value ($000) $11 Shares 1,500 Est. Cost $7.33 Unrealized
CC THE CHEMOURS CO 0.0%
Value ($000) $11 Shares 510 Est. Cost $31.08 Unrealized -48.9%
WELL WELLTOWER INC 0.0%
Value ($000) $11 Shares 200 Est. Cost $56.52 Unrealized -16.4%
NGG NATIONAL GRID PLC ADR 0.0%
Value ($000) $11 Shares 185 Est. Cost $61.63 Unrealized
OKE ONEOK INC 0.0%
Value ($000) $10 Shares 394 Est. Cost $32.05 Unrealized -37.8%
DELL DELL TECHNOLOGIES INC 0.0%
Value ($000) $10 Shares 146 Est. Cost $24.16 Unrealized +18.3%
MPC MARATHON PETROLEUM CORP 0.0%
Value ($000) $10 Shares 344 Est. Cost $36.03 Unrealized -16.3%
TS TENARIS SA ADR 0.0%
Value ($000) $10 Shares 1,000 Est. Cost $30.06 Unrealized
TWITTER INC 0.0%
Value ($000) $10 Shares 222 Est. Cost $32.91 Unrealized
HAL HALLIBURTON CO 0.0%
Value ($000) $10 Shares 800 Est. Cost $13.17 Unrealized 0.0%
ORANY ORANGE SA ADR 0.0%
Value ($000) $10 Shares 1,000 Est. Cost $17.00 Unrealized
DRI DARDEN RESTAURANTS INC 0.0%
Value ($000) $10 Shares 100 Est. Cost $35.12 Unrealized +101.4%
INCY INCYTE CORP 0.0%
Value ($000) $9 Shares 100 Est. Cost $96.40 Unrealized +0.1%
TSLA TESLA MOTORS INC 0.0%
Value ($000) $9 Shares 21 Est. Cost $118.07 Unrealized 0.0%
INVESCO BULLETSHS CORP 2023 0.0%
Value ($000) $9 Shares 430 Est. Cost $20.93 Unrealized
RSG REPUBLIC SERVICES INC 0.0%
Value ($000) $9 Shares 100 Est. Cost $83.07 Unrealized -0.0%
ITOT ISHARES CORE S&P TOTAL US STOCK MKT ETF 0.0%
Value ($000) $9 Shares 120 Est. Cost $75.00 Unrealized
IHS MARKIT LTD. 0.0%
Value ($000) $8 Shares 107 Est. Cost $46.73 Unrealized
IWP ISHARES RUSSELL MID GROWTH 0.0%
Value ($000) $8 Shares 45 Est. Cost $155.56 Unrealized
FANG DIAMONDBACK ENERGY, INC. 0.0%
Value ($000) $8 Shares 257 Est. Cost $86.64 Unrealized -65.0%
SJNK SPDR BBB SHORT TERM HIGH YIELD BOND ETF 0.0%
Value ($000) $8 Shares 300 Est. Cost $26.67 Unrealized
II-VI INC 0.0%
Value ($000) $8 Shares 200 Est. Cost $30.00 Unrealized
MSI MOTOROLA SOLUTIONS INC 0.0%
Value ($000) $8 Shares 50 Est. Cost $81.14 Unrealized +68.1%
A AGILENT TECHNOLOGIES INC 0.0%
Value ($000) $8 Shares 76 Est. Cost $63.50 Unrealized +46.8%
WAB WABTEC CORP 0.0%
Value ($000) $8 Shares 122 Est. Cost $64.91 Unrealized -4.2%
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $7 Shares 4 Est. Cost $1497.60 Unrealized +15.4%
BRISTOL MYERS SQUIBB CO CONTINGENT RIGHTS 0.0%
Value ($000) $7 Shares 3,200 Est. Cost $3.13 Unrealized
AGCO AGCO CORP 0.0%
Value ($000) $7 Shares 100 Est. Cost $60.90 Unrealized -6.2%
JH PREMIUM DIVIDEND FUND 0.0%
Value ($000) $7 Shares 600 Est. Cost $11.67 Unrealized
SDY SPDR S&P DIVIDEND ETF 0.0%
Value ($000) $7 Shares 80 Est. Cost $81.99 Unrealized
MET METLIFE INC 0.0%
Value ($000) $7 Shares 200 Est. Cost $32.01 Unrealized 0.0%
JBL JABIL CIRCUIT INC. 0.0%
Value ($000) $7 Shares 200 Est. Cost $26.87 Unrealized +21.7%
GABELLI UTILITY TRUST 0.0%
Value ($000) $7 Shares 866 Est. Cost $8.08 Unrealized
IP INTERNATIONAL PAPER CO 0.0%
Value ($000) $6 Shares 156 Est. Cost $27.01 Unrealized +3.5%
ET ENERGY TRANSFER EQUITY LP 0.0%
Value ($000) $6 Shares 1,090 Est. Cost $13.72 Unrealized
INVESCO MUNICIPAL TRUST 0.0%
Value ($000) $6 Shares 500 Est. Cost $12.00 Unrealized
NUVEEN AMT FREE MUNI CR INC 0.0%
Value ($000) $6 Shares 400 Est. Cost $15.00 Unrealized
RGLD ROYAL GOLD INC 0.0%
Value ($000) $6 Shares 48 Est. Cost $65.59 Unrealized +100.2%
GABELLI MULTIMEDIA TR INC 0.0%
Value ($000) $6 Shares 898 Est. Cost $7.80 Unrealized
BARRICK GOLD CORPORATION 0.0%
Value ($000) $6 Shares 200 Est. Cost $9.54 Unrealized
ORI OLD REPUBLIC INTL CORP 0.0%
Value ($000) $6 Shares 400 Est. Cost $8.67 Unrealized +15.8%
DGII DIGI INTL INC 0.0%
Value ($000) $6 Shares 400 Est. Cost $10.69 Unrealized +22.6%
OXY OCCIDENTAL PETROLEUM CORP 0.0%
Value ($000) $5 Shares 500 Est. Cost $13.27 Unrealized 0.0%
GABELLI EQUITY TR INC 0.0%
Value ($000) $5 Shares 1,000 Est. Cost $5.00 Unrealized
HOG HARLEY DAVIDSON INC 0.0%
Value ($000) $5 Shares 200 Est. Cost $64.57 Unrealized -58.3%
XRX XEROX HOLDINGS CORP 0.0%
Value ($000) $5 Shares 250 Est. Cost $17.25 Unrealized +1.5%
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $5 Shares 30 Est. Cost $180.55 Unrealized -12.9%
IRDM IRIDIUM COMMUNICATIONS INC 0.0%
Value ($000) $5 Shares 200 Est. Cost $8.81 Unrealized +212.2%
NXST NEXSTAR MEDIA GROUP CLASS A 0.0%
Value ($000) $4 Shares 50 Est. Cost $38.58 Unrealized +97.1%
FHI FEDERATED INVESTORS CLASS B 0.0%
Value ($000) $4 Shares 200 Est. Cost $18.36 Unrealized 0.0%
MPT MEDICAL PPTYS TRUST INC 0.0%
Value ($000) $4 Shares 200 Est. Cost $14.73 Unrealized
VGK VANGUARD INTL EQUITY INDEX FMSCI EUROPE ETF 0.0%
Value ($000) $4 Shares 90 Est. Cost $56.74 Unrealized
TRUSTCO BANK CORP NY 0.0%
Value ($000) $4 Shares 842 Est. Cost $7.62 Unrealized
ABBNY ABB LTD ADR 0.0%
Value ($000) $4 Shares 150 Est. Cost $26.67 Unrealized
FMS FRESENIUS MEDICAL CARE AG & CO KGAA 0.0%
Value ($000) $4 Shares 100 Est. Cost $30.00 Unrealized
BWA BORGWARNER INC 0.0%
Value ($000) $4 Shares 100 Est. Cost $31.93 Unrealized -0.6%
KMI KINDER MORGAN INC 0.0%
Value ($000) $3 Shares 212 Est. Cost $14.47 Unrealized -30.1%
CIT GROUP INC 0.0%
Value ($000) $3 Shares 169 Est. Cost $17.75 Unrealized
BRIDGE BANCORP INC 0.0%
Value ($000) $3 Shares 200 Est. Cost $25.00 Unrealized
BBT BERKSHIRE HILLS BANCORP INC 0.0%
Value ($000) $3 Shares 264 Est. Cost $18.71 Unrealized -55.1%
DWX SPDR S&P INTL DIVIDEND ETF 0.0%
Value ($000) $3 Shares 75 Est. Cost $42.19 Unrealized
BIP BROOKFIELD INFRASTRUCTURE PARTNERS LP 0.0%
Value ($000) $2 Shares 40 Est. Cost $42.56 Unrealized
IYZ ISHARES US TELECOM ETF 0.0%
Value ($000) $2 Shares 72 Est. Cost $26.67 Unrealized
KRE SPDR S&P REGIONAL BANKING 0.0%
Value ($000) $2 Shares 64 Est. Cost $60.76 Unrealized
SRNE SORRENTO THERAPEUTICS INC 0.0%
Value ($000) $2 Shares 200 Est. Cost $3.83 Unrealized +139.1%
PHO INVESCO EXCHANGE TRADED FD TWATER RES ETF 0.0%
Value ($000) $2 Shares 50 Est. Cost $40.00 Unrealized
GII SPDR S&P GLOBAL INFRASTRUCTURE ETF 0.0%
Value ($000) $2 Shares 50 Est. Cost $40.00 Unrealized
PUK PRUDENTIAL PLC ADR 0.0%
Value ($000) $2 Shares 67 Est. Cost $51.43 Unrealized
UNITI GROUP INC 0.0%
Value ($000) $2 Shares 200 Est. Cost $23.05 Unrealized
SXC SUNCOKE ENERGY INC 0.0%
Value ($000) $1 Shares 218 Est. Cost $10.78 Unrealized -69.8%
MARATHON OIL CORP 0.0%
Value ($000) $1 Shares 145 Est. Cost $25.49 Unrealized
KTB KONTOOR BRANDS INC 0.0%
Value ($000) $1 Shares 41 Est. Cost $29.07 Unrealized -28.0%
SCZ ISHARES MSCI EAFE SMALLCAP ETF 0.0%
Value ($000) $1 Shares 25 Est. Cost $61.51 Unrealized
AGENUS INC 0.0%
Value ($000) $1 Shares 300 Est. Cost $3.33 Unrealized
BBU BROOKFIELD BUSINESS PARTNERS LP LTD 0.0%
Value ($000) $1 Shares 20 Est. Cost Unrealized
BB BLACKBERRY LTD NPV 0.0%
Value ($000) $1 Shares 250 Est. Cost $5.49 Unrealized -11.8%
AMERICAN INTL GROUP INC W EXP 01/19/21 0.0%
Value ($000) $0 Shares 10 Est. Cost $27.78 Unrealized
UNITED STATES STEEL CORP 0.0%
Value ($000) $0 Shares 35 Est. Cost Unrealized
BROOKFIELD PROPERTY PARTNERS 0.0%
Value ($000) $0 Shares 38 Est. Cost $26.32 Unrealized
NOK NOKIA CORP ADR 0.0%
Value ($000) $0 Shares 69 Est. Cost Unrealized
OXY/WS OCCIDENTAL PETROLEUM CORP W EXP 08-03-2027 0.0%
Value ($000) $0 Shares 62 Est. Cost Unrealized
CENTENNIAL RESOURCE DEV INC 0.0%
Value ($000) $0 Shares 200 Est. Cost $20.00 Unrealized
BROOKFIELD INFRASTRUCTURE CO 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
BLUE APRON HOLDINGS INC 0.0%
Value ($000) $0 Shares 6 Est. Cost Unrealized
APPLIED DNA SCIENCES, INC. 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized