Community Bank, N.A. Diversified Active

CIK: 0001632187 · Show all filings

Period: Q1 2021 (← Previous) (Next →)

Filing Date: May 4, 2021

Total Value ($000): $800,498 (100.0% shares, 0.0% debt)

Holdings (471)

AAPL APPLE INC 6.6%
Value ($000) $52,740 Shares 431,765 Est. Cost $86.95 Unrealized +43.8%
IVV ISHARES CORE S&P 500 ETF 5.8%
Value ($000) $46,109 Shares 115,903 Est. Cost $246.82 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 4.9%
Value ($000) $39,422 Shares 547,237 Est. Cost $59.72 Unrealized
MSFT MICROSOFT CORP 2.3%
Value ($000) $18,373 Shares 77,929 Est. Cost $61.48 Unrealized +262.5%
IBM INTL BUSINESS MACHINES CORP 2.3%
Value ($000) $18,105 Shares 135,860 Est. Cost $99.90 Unrealized -1.8%
USMV ISHARES EDGE MSCI MIN VOL USA ETF 1.8%
Value ($000) $14,724 Shares 212,809 Est. Cost $46.95 Unrealized
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 1.8%
Value ($000) $14,533 Shares 225,805 Est. Cost $55.42 Unrealized
IJR ISHARES CORE S&P SMALLCAP ETF 1.8%
Value ($000) $14,391 Shares 132,605 Est. Cost $91.09 Unrealized
BMY BRISTOL MYERS SQUIBB COMPANY 1.7%
Value ($000) $13,269 Shares 210,180 Est. Cost $44.26 Unrealized +15.3%
VTI VANGUARD TOTAL STOCK MARKET ETF 1.7%
Value ($000) $13,222 Shares 63,969 Est. Cost $104.59 Unrealized
JNJ JOHNSON & JOHNSON 1.6%
Value ($000) $12,615 Shares 76,756 Est. Cost $82.75 Unrealized +70.1%
JPM JPMORGAN CHASE & CO 1.5%
Value ($000) $12,288 Shares 80,722 Est. Cost $60.23 Unrealized +111.3%
IJH ISHARES CORE S&P MIDCAP ETF 1.4%
Value ($000) $11,324 Shares 43,511 Est. Cost $155.63 Unrealized
INTC INTEL CORP 1.4%
Value ($000) $11,170 Shares 174,536 Est. Cost $30.35 Unrealized +78.2%
VZ VERIZON COMMUNICATIONS 1.4%
Value ($000) $10,882 Shares 187,123 Est. Cost $30.92 Unrealized +36.7%
CBU COMMUNITY BK SYS INC 1.3%
Value ($000) $10,502 Shares 136,877 Est. Cost $48.63 Unrealized +26.8%
MRK MERCK & COMPANY INC 1.2%
Value ($000) $9,607 Shares 124,613 Est. Cost $44.82 Unrealized +40.7%
CSCO CISCO SYSTEMS INC 1.2%
Value ($000) $9,500 Shares 183,753 Est. Cost $22.04 Unrealized +84.3%
PEP PEPSICO INC 1.1%
Value ($000) $9,203 Shares 65,065 Est. Cost $77.15 Unrealized +52.8%
T AT&T INC 1.1%
Value ($000) $8,860 Shares 292,705 Est. Cost $13.28 Unrealized +21.6%
KO COCA COLA COMPANY 1.1%
Value ($000) $8,726 Shares 165,583 Est. Cost $33.09 Unrealized +31.1%
TIP ISHARES TIPS BOND ETF 1.1%
Value ($000) $8,626 Shares 68,736 Est. Cost $124.73 Unrealized
PG PROCTER & GAMBLE CO 1.1%
Value ($000) $8,609 Shares 63,572 Est. Cost $66.77 Unrealized +73.2%
SPY SPDR S&P 500 ETF 1.1%
Value ($000) $8,546 Shares 21,565 Est. Cost $211.39 Unrealized
MDY SPDR S&P MIDCAP 400 ETF 1.1%
Value ($000) $8,427 Shares 17,702 Est. Cost $264.61 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 1.0%
Value ($000) $7,829 Shares 32,213 Est. Cost $101.07 Unrealized
VCIT VANGUARD INTERM TERM CORP BDETF 1.0%
Value ($000) $7,791 Shares 83,747 Est. Cost $93.24 Unrealized
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.9%
Value ($000) $7,083 Shares 50,000 Est. Cost $141.66 Unrealized
ABBV ABBVIE INC 0.9%
Value ($000) $6,832 Shares 63,131 Est. Cost $42.68 Unrealized +108.3%
MMM 3M COMPANY 0.9%
Value ($000) $6,818 Shares 35,384 Est. Cost $98.04 Unrealized +27.6%
PFE PFIZER INC 0.8%
Value ($000) $6,364 Shares 175,707 Est. Cost $21.23 Unrealized +32.1%
TXN TEXAS INSTRUMENTS INC 0.8%
Value ($000) $6,189 Shares 32,750 Est. Cost $64.73 Unrealized +133.8%
ABT ABBOTT LABORATORIES 0.8%
Value ($000) $6,103 Shares 50,927 Est. Cost $46.62 Unrealized +133.0%
ACWI ISHARES MSCI ACWI ETF 0.7%
Value ($000) $5,968 Shares 62,725 Est. Cost $95.15 Unrealized
ISHARES GOLD TRUST 0.7%
Value ($000) $5,933 Shares 365,063 Est. Cost $12.51 Unrealized
PEG PUBLIC SVC ENTERPRISE GROUP 0.7%
Value ($000) $5,830 Shares 96,846 Est. Cost $29.21 Unrealized +67.5%
TOTL SPDR DOUBLELINE TOTAL RETURNTACT ETF 0.7%
Value ($000) $5,715 Shares 118,550 Est. Cost $49.51 Unrealized
WMT WAL MART STORES INC 0.7%
Value ($000) $5,617 Shares 41,354 Est. Cost $24.21 Unrealized +78.9%
DIS WALT DISNEY CO 0.7%
Value ($000) $5,453 Shares 29,552 Est. Cost $93.99 Unrealized +91.7%
EMR EMERSON ELECTRIC CO 0.6%
Value ($000) $5,178 Shares 57,397 Est. Cost $48.37 Unrealized +60.9%
ITW ILLINOIS TOOL WORKS INC 0.6%
Value ($000) $5,046 Shares 22,780 Est. Cost $75.08 Unrealized +146.4%
JPST JP MORGAN ULTRA SHORT INC 0.6%
Value ($000) $5,005 Shares 98,615 Est. Cost $50.75 Unrealized
SHY ISHARES 1-3 YR TREASURY BOND 0.6%
Value ($000) $4,911 Shares 56,941 Est. Cost $86.26 Unrealized
IWS ISHARES RUSSELL MIDCAP VALUE 0.6%
Value ($000) $4,789 Shares 43,807 Est. Cost $74.27 Unrealized
D DOMINION ENERGY INC 0.6%
Value ($000) $4,730 Shares 62,285 Est. Cost $49.63 Unrealized +17.8%
LOW LOWES COMPANIES INC 0.6%
Value ($000) $4,698 Shares 24,702 Est. Cost $75.09 Unrealized +109.0%
GSY INVESCO ACTIVELY MANAGD ETF ULTRA SHRT DUR 0.6%
Value ($000) $4,628 Shares 91,680 Est. Cost $50.44 Unrealized
UPS UNITED PARCEL SERVICE CL B 0.6%
Value ($000) $4,574 Shares 26,908 Est. Cost $75.48 Unrealized +74.9%
NUE NUCOR CORP 0.6%
Value ($000) $4,526 Shares 56,383 Est. Cost $39.54 Unrealized +41.8%
IWD ISHARES RUSSELL 1000 VALUE 0.6%
Value ($000) $4,512 Shares 29,774 Est. Cost $105.84 Unrealized
CAT CATERPILLAR INC 0.6%
Value ($000) $4,443 Shares 19,160 Est. Cost $99.40 Unrealized +90.2%
CVX CHEVRON CORP 0.6%
Value ($000) $4,430 Shares 42,279 Est. Cost $71.85 Unrealized +10.7%
MCD MCDONALDS CORP 0.5%
Value ($000) $4,306 Shares 19,212 Est. Cost $111.02 Unrealized +72.3%
XOM EXXON MOBIL CORP 0.5%
Value ($000) $4,112 Shares 73,646 Est. Cost $55.49 Unrealized -21.9%
SCHA SCHWAB US SMALL CAP ETF 0.5%
Value ($000) $4,105 Shares 41,185 Est. Cost $62.73 Unrealized
DOW DOW INC 0.5%
Value ($000) $4,062 Shares 63,547 Est. Cost $35.28 Unrealized +29.8%
NEE NEXTERA ENERGY INC 0.5%
Value ($000) $4,031 Shares 53,314 Est. Cost $54.74 Unrealized +25.7%
JEPI J P MORGAN EXCHANGE-TRADED FEQUITY PREMIUM 0.5%
Value ($000) $3,909 Shares 67,270 Est. Cost $58.11 Unrealized
CMCSA COMCAST CORP CLASS A 0.5%
Value ($000) $3,902 Shares 72,114 Est. Cost $30.79 Unrealized +49.9%
EFA ISHARES MSCI EAFE ETF 0.5%
Value ($000) $3,793 Shares 49,997 Est. Cost $61.36 Unrealized
NKE NIKE INC CLASS B 0.5%
Value ($000) $3,676 Shares 27,662 Est. Cost $56.71 Unrealized +128.5%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.5%
Value ($000) $3,634 Shares 69,828 Est. Cost $40.96 Unrealized
CVS CVS HEALTH CORP 0.4%
Value ($000) $3,562 Shares 47,342 Est. Cost $58.46 Unrealized +6.5%
ADP AUTOMATIC DATA PROCESSING 0.4%
Value ($000) $3,323 Shares 17,631 Est. Cost $66.37 Unrealized +136.1%
GIS GENERAL MILLS INC 0.4%
Value ($000) $3,300 Shares 53,818 Est. Cost $39.73 Unrealized +23.2%
HD HOME DEPOT INC 0.4%
Value ($000) $3,297 Shares 10,799 Est. Cost $121.45 Unrealized +101.3%
RSPD INVESCO S&P 500 EQUAL WEIGHTCONS DISC ETF 0.4%
Value ($000) $3,295 Shares 23,360 Est. Cost $141.05 Unrealized
CMI CUMMINS INC 0.4%
Value ($000) $3,277 Shares 12,646 Est. Cost $106.00 Unrealized +109.3%
VCSH VANGUARD SHORT TERM CORP BOND ETF 0.4%
Value ($000) $3,244 Shares 39,322 Est. Cost $79.77 Unrealized
DD DUPONT DE NEMOURS INC 0.4%
Value ($000) $3,080 Shares 39,847 Est. Cost $25.50 Unrealized +14.0%
USB US BANCORP 0.4%
Value ($000) $3,000 Shares 54,229 Est. Cost $31.71 Unrealized +27.2%
OMC OMNICOM GROUP INC 0.4%
Value ($000) $2,998 Shares 40,444 Est. Cost $53.82 Unrealized +8.0%
USHY ISHARES BROAD USD HIGH YIELDCORP BOND ETF 0.4%
Value ($000) $2,995 Shares 72,725 Est. Cost $41.19 Unrealized
UNH UNITEDHEALTH GROUP INC 0.4%
Value ($000) $2,978 Shares 8,004 Est. Cost $112.89 Unrealized +183.2%
AMGN AMGEN INC 0.4%
Value ($000) $2,965 Shares 11,918 Est. Cost $133.82 Unrealized +53.0%
ETFMG PRIME MOBILE PAYMENTS 0.4%
Value ($000) $2,880 Shares 43,120 Est. Cost $43.20 Unrealized
AMZN AMAZON.COM INC 0.4%
Value ($000) $2,846 Shares 920 Est. Cost $109.38 Unrealized +44.9%
GOOGL ALPHABET INC CLASS A 0.4%
Value ($000) $2,844 Shares 1,379 Est. Cost $60.06 Unrealized +63.1%
SRVR PACER BENCHMARK DATA&INFRAS RE SECTOR ETF 0.3%
Value ($000) $2,793 Shares 77,140 Est. Cost $31.61 Unrealized
SRLN SPDR BLACKSTONE/GSO SENIOR LOAN ETF 0.3%
Value ($000) $2,713 Shares 59,312 Est. Cost $46.01 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP 0.3%
Value ($000) $2,694 Shares 34,856 Est. Cost $54.53 Unrealized +19.7%
XHB SPDR SERIES TRUST S&P HOMEBUILD 0.3%
Value ($000) $2,653 Shares 37,700 Est. Cost $70.37 Unrealized
BOTZ GLOBAL X ROBOTICS & AI ETF 0.3%
Value ($000) $2,609 Shares 78,753 Est. Cost $21.75 Unrealized
PNC PNC FINL SVCS GROUP INC 0.3%
Value ($000) $2,573 Shares 14,667 Est. Cost $95.87 Unrealized +44.5%
PFF ISHARES US PREFERRED STOCK 0.3%
Value ($000) $2,547 Shares 66,341 Est. Cost $37.56 Unrealized
NSC NORFOLK SOUTHERN CORP 0.3%
Value ($000) $2,527 Shares 9,413 Est. Cost $105.60 Unrealized +116.7%
PREF PRINCIPAL SPECTRUM PFD SEC 0.3%
Value ($000) $2,460 Shares 120,780 Est. Cost $29.79 Unrealized
EFAV ISHARES EDGE MSCI MIN VOL EAFE ETF 0.3%
Value ($000) $2,433 Shares 33,334 Est. Cost $66.25 Unrealized
KWEB KRANESHARES CHINA INTERNET 0.3%
Value ($000) $2,320 Shares 30,380 Est. Cost $62.81 Unrealized
NBTB NBT BANCORP INC 0.3%
Value ($000) $2,227 Shares 55,825 Est. Cost $29.52 Unrealized +24.6%
TFC TRUIST FINANCIAL CORP 0.3%
Value ($000) $2,200 Shares 37,722 Est. Cost $38.68 Unrealized +12.6%
QCOM QUALCOMM INC 0.3%
Value ($000) $2,191 Shares 16,521 Est. Cost $72.99 Unrealized +77.7%
SYY SYSCO CORP 0.3%
Value ($000) $2,127 Shares 27,014 Est. Cost $33.25 Unrealized +104.7%
HON HONEYWELL INTL INC 0.3%
Value ($000) $2,097 Shares 9,660 Est. Cost $113.06 Unrealized +56.2%
LDUR PIMCO ENHANCED LOW DURATION 0.3%
Value ($000) $2,039 Shares 20,000 Est. Cost $102.13 Unrealized
QQQ INVESCO QQQ TRUST 0.2%
Value ($000) $1,936 Shares 6,066 Est. Cost $244.42 Unrealized
V VISA INC CLASS A 0.2%
Value ($000) $1,936 Shares 9,144 Est. Cost $114.71 Unrealized +77.1%
EXC EXELON CORP 0.2%
Value ($000) $1,876 Shares 42,891 Est. Cost $17.67 Unrealized +42.9%
CSX CSX CORP 0.2%
Value ($000) $1,858 Shares 19,270 Est. Cost $19.58 Unrealized +45.9%
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.2%
Value ($000) $1,846 Shares 12,553 Est. Cost $81.14 Unrealized
GD GENERAL DYNAMICS CORP 0.2%
Value ($000) $1,825 Shares 10,053 Est. Cost $133.05 Unrealized +10.5%
INDS PACER BNCHMRK INDSTR RE SCTR 0.2%
Value ($000) $1,786 Shares 45,960 Est. Cost $37.69 Unrealized
SYK STRYKER CORP 0.2%
Value ($000) $1,745 Shares 7,164 Est. Cost $106.03 Unrealized +114.8%
CB CHUBB LTD 0.2%
Value ($000) $1,739 Shares 11,011 Est. Cost $104.19 Unrealized +44.2%
VRP INVESCO VARIABLE RATE PFD 0.2%
Value ($000) $1,696 Shares 65,600 Est. Cost $24.85 Unrealized
XLE ENERGY SELECT SECTOR SPDR ETF 0.2%
Value ($000) $1,653 Shares 33,709 Est. Cost $40.66 Unrealized
AMCOR PLC 0.2%
Value ($000) $1,650 Shares 141,249 Est. Cost $8.33 Unrealized +11.9%
MINT PIMCO ENHANCED SHORT MATURE ACTIVE ETF 0.2%
Value ($000) $1,600 Shares 15,698 Est. Cost $101.97 Unrealized
VGT VANGUARD INFO TECH ETF 0.2%
Value ($000) $1,583 Shares 4,417 Est. Cost $188.16 Unrealized
PPL PPL CORP 0.2%
Value ($000) $1,557 Shares 53,990 Est. Cost $22.60 Unrealized +2.6%
GLD SPDR GOLD SHARES 0.2%
Value ($000) $1,518 Shares 9,487 Est. Cost $126.59 Unrealized
KMB KIMBERLY CLARK CORP 0.2%
Value ($000) $1,509 Shares 10,854 Est. Cost $96.57 Unrealized +14.8%
CL COLGATE PALMOLIVE CO 0.2%
Value ($000) $1,489 Shares 18,878 Est. Cost $55.86 Unrealized +25.3%
MTB M & T BANK CORP 0.2%
Value ($000) $1,461 Shares 9,641 Est. Cost $90.77 Unrealized +39.0%
CHRW C H ROBINSON WORLDWIDE INC 0.2%
Value ($000) $1,460 Shares 15,297 Est. Cost $58.30 Unrealized +42.5%
GLW CORNING INC 0.2%
Value ($000) $1,448 Shares 33,275 Est. Cost $22.18 Unrealized +51.5%
ALB ALBEMARLE CORP 0.2%
Value ($000) $1,428 Shares 9,775 Est. Cost $75.59 Unrealized +100.2%
RY ROYAL BANK OF CANADA 0.2%
Value ($000) $1,421 Shares 15,415 Est. Cost $73.81 Unrealized +17.9%
BAC BANK OF AMERICA CORPORATION 0.2%
Value ($000) $1,396 Shares 36,090 Est. Cost $20.58 Unrealized +48.9%
DHS WISDOMTREE US HIGH DIVIDEND ETF 0.2%
Value ($000) $1,364 Shares 17,880 Est. Cost $63.62 Unrealized
SBUX STARBUCKS CORP 0.2%
Value ($000) $1,345 Shares 12,309 Est. Cost $56.99 Unrealized +65.0%
BRK/B BERKSHIRE HATHAWAY INC B 0.2%
Value ($000) $1,320 Shares 5,165 Est. Cost $175.99 Unrealized +38.0%
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $1,295 Shares 9,160 Est. Cost $75.29 Unrealized +65.2%
IWM ISHARES RUSSELL 2000 ETF 0.2%
Value ($000) $1,291 Shares 5,844 Est. Cost $143.82 Unrealized
SO SOUTHERN COMPANY 0.2%
Value ($000) $1,290 Shares 20,746 Est. Cost $39.71 Unrealized +25.5%
APD AIR PRODUCTS & CHEMICALS INC 0.2%
Value ($000) $1,234 Shares 4,387 Est. Cost $160.66 Unrealized +49.5%
BND VANGUARD TOTAL BOND MRKT ETF 0.2%
Value ($000) $1,232 Shares 14,544 Est. Cost $82.83 Unrealized
LLY ELI LILLY AND COMPANY 0.2%
Value ($000) $1,226 Shares 6,561 Est. Cost $97.15 Unrealized +91.5%
UNP UNION PACIFIC CORP 0.2%
Value ($000) $1,222 Shares 5,546 Est. Cost $117.29 Unrealized +60.4%
VNQ VANGUARD REIT ETF 0.2%
Value ($000) $1,214 Shares 13,215 Est. Cost $78.77 Unrealized
BDX BECTON DICKINSON AND COMPANY 0.2%
Value ($000) $1,207 Shares 4,965 Est. Cost $124.88 Unrealized +80.7%
TRV TRAVELERS COMPANIES INC 0.1%
Value ($000) $1,160 Shares 7,715 Est. Cost $102.68 Unrealized +29.7%
MTD METTLER-TOLEDO INTL 0.1%
Value ($000) $1,156 Shares 1,000 Est. Cost $722.02 Unrealized +60.5%
AMT AMERICAN TOWER CORP 0.1%
Value ($000) $1,151 Shares 4,815 Est. Cost $195.67 Unrealized -1.7%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $1,125 Shares 17,407 Est. Cost $57.33 Unrealized -6.9%
XLK TECHNOLOGY SELECT SECTOR SPDR ETF 0.1%
Value ($000) $1,096 Shares 8,250 Est. Cost $65.96 Unrealized
GOOG ALPHABET INC CLASS C 0.1%
Value ($000) $1,079 Shares 522 Est. Cost $61.06 Unrealized +61.3%
PSX PHILLIPS 66 0.1%
Value ($000) $1,066 Shares 13,075 Est. Cost $54.91 Unrealized +18.2%
XLB MATERIALS SELECT SECTOR SPDR 0.1%
Value ($000) $1,024 Shares 12,997 Est. Cost $54.43 Unrealized
AEP AMERICAN ELECTRIC POWER CO 0.1%
Value ($000) $1,001 Shares 11,812 Est. Cost $51.33 Unrealized +31.5%
BSV VANGUARD SHORT TERM BOND ETF 0.1%
Value ($000) $961 Shares 11,694 Est. Cost $80.43 Unrealized
COP CONOCOPHILLIPS 0.1%
Value ($000) $943 Shares 17,807 Est. Cost $47.42 Unrealized -12.7%
SPYV SPDR PORTFOLIO S&P 500 VALUE 0.1%
Value ($000) $925 Shares 24,420 Est. Cost $29.26 Unrealized
TGT TARGET CORP 0.1%
Value ($000) $894 Shares 4,515 Est. Cost $51.68 Unrealized +215.8%
AME AMETEK INC 0.1%
Value ($000) $894 Shares 7,000 Est. Cost $90.92 Unrealized +28.6%
TD TORONTO DOMINION BANK 0.1%
Value ($000) $889 Shares 13,638 Est. Cost $46.05 Unrealized +32.6%
HSY HERSHEY CO 0.1%
Value ($000) $888 Shares 5,615 Est. Cost $102.74 Unrealized +30.5%
KBA KRANESHARES BOSERA MSCI CHINA A ETF 0.1%
Value ($000) $886 Shares 20,035 Est. Cost $44.22 Unrealized
VFH VANGUARD FINANCIALS ETF 0.1%
Value ($000) $876 Shares 10,365 Est. Cost $49.70 Unrealized
SPYG SPDR PORTFOLIO S&P500 GROWTH 0.1%
Value ($000) $869 Shares 15,400 Est. Cost $36.33 Unrealized
VFC VF CORP 0.1%
Value ($000) $864 Shares 10,816 Est. Cost $59.68 Unrealized +36.0%
BAX BAXTER INTERNATIONAL INC 0.1%
Value ($000) $861 Shares 10,200 Est. Cost $67.77 Unrealized +5.4%
IVW ISHARES S&P 500 GROWTH ETF 0.1%
Value ($000) $855 Shares 13,140 Est. Cost $87.05 Unrealized
GDX VANECK VECTORS GOLD MINERS ETF 0.1%
Value ($000) $841 Shares 25,880 Est. Cost $25.15 Unrealized
VIS VANGUARD INDUSTRIALS ETF 0.1%
Value ($000) $833 Shares 4,400 Est. Cost $106.82 Unrealized
VOO VANGUARD S&P 500 ETF 0.1%
Value ($000) $832 Shares 2,285 Est. Cost $249.79 Unrealized
GUNR FLEXSHARES GLOBAL UPSTREAM NATURAL RESOURCES 0.1%
Value ($000) $831 Shares 22,975 Est. Cost $34.80 Unrealized
IVE ISHARES S&P 500 VALUE ETF 0.1%
Value ($000) $818 Shares 5,790 Est. Cost $105.90 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $814 Shares 1,784 Est. Cost $235.53 Unrealized +100.0%
DMLP DORCHESTER MINERALS LP 0.1%
Value ($000) $812 Shares 59,460 Est. Cost $12.78 Unrealized
SRE SEMPRA ENERGY 0.1%
Value ($000) $812 Shares 6,126 Est. Cost $41.22 Unrealized +28.8%
MDT MEDTRONIC PLC 0.1%
Value ($000) $805 Shares 6,819 Est. Cost $66.71 Unrealized +52.5%
ELV ANTHEM INC 0.1%
Value ($000) $800 Shares 2,230 Est. Cost $116.13 Unrealized +159.0%
ORCL ORACLE CORP 0.1%
Value ($000) $799 Shares 11,379 Est. Cost $39.64 Unrealized +52.9%
FAST FASTENAL CO 0.1%
Value ($000) $796 Shares 15,832 Est. Cost $12.49 Unrealized +70.5%
DUK DUKE ENERGY CORP 0.1%
Value ($000) $780 Shares 8,082 Est. Cost $58.63 Unrealized +28.7%
IEF ISHARES 7-10 YEAR TSY BOND 0.1%
Value ($000) $779 Shares 6,900 Est. Cost $112.47 Unrealized
MCK MCKESSON CORP 0.1%
Value ($000) $735 Shares 3,766 Est. Cost $161.50 Unrealized +9.8%
EFX EQUIFAX INC 0.1%
Value ($000) $725 Shares 4,000 Est. Cost $132.13 Unrealized +29.1%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.1%
Value ($000) $717 Shares 14,605 Est. Cost $38.77 Unrealized
BHP BHP GROUP LTD ADR 0.1%
Value ($000) $706 Shares 10,180 Est. Cost $44.58 Unrealized
PHYS SPROTT PHYSICAL GOLD TRUST 0.1%
Value ($000) $699 Shares 52,124 Est. Cost $14.31 Unrealized
NVS NOVARTIS AG ADR 0.1%
Value ($000) $685 Shares 8,006 Est. Cost $90.73 Unrealized
MDLZ MONDELEZ INTL INC CL A 0.1%
Value ($000) $658 Shares 11,234 Est. Cost $43.26 Unrealized +15.1%
ZBH ZIMMER HOLDINGS INC 0.1%
Value ($000) $640 Shares 4,000 Est. Cost $131.26 Unrealized +13.3%
BA BOEING COMPANY 0.1%
Value ($000) $639 Shares 2,510 Est. Cost $131.15 Unrealized +69.5%
ROK ROCKWELL AUTOMATION INC 0.1%
Value ($000) $630 Shares 2,375 Est. Cost $181.80 Unrealized +29.0%
ESGE ISHARES ESG MSCI EM ETF 0.1%
Value ($000) $595 Shares 13,740 Est. Cost $36.82 Unrealized
IJK ISHARES S&P MIDCAP 400 GROWTH ETF 0.1%
Value ($000) $578 Shares 7,380 Est. Cost $97.04 Unrealized
STZ CONSTELLATION BRANDS INC CLASS A 0.1%
Value ($000) $576 Shares 2,525 Est. Cost $137.47 Unrealized +51.3%
TMP TOMPKINS FINANCIAL CORP 0.1%
Value ($000) $575 Shares 6,950 Est. Cost $46.77 Unrealized +40.1%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $568 Shares 6,404 Est. Cost $60.21 Unrealized +11.0%
VGIT VANGUARD INTERM-TERM GOVT BDETF 0.1%
Value ($000) $558 Shares 8,300 Est. Cost $64.33 Unrealized
ADBE ADOBE INC 0.1%
Value ($000) $539 Shares 1,134 Est. Cost $340.55 Unrealized +37.3%
BLACKROCK INC 0.1%
Value ($000) $536 Shares 710 Est. Cost $539.95 Unrealized
MO ALTRIA GROUP INC 0.1%
Value ($000) $531 Shares 10,386 Est. Cost $28.32 Unrealized +7.4%
DG DOLLAR GENERAL CORP 0.1%
Value ($000) $525 Shares 2,590 Est. Cost $104.23 Unrealized +77.0%
MS MORGAN STANLEY 0.1%
Value ($000) $512 Shares 6,597 Est. Cost $35.97 Unrealized +82.3%
CANADIAN PACIFIC RAILWAY LTD 0.1%
Value ($000) $485 Shares 1,280 Est. Cost $235.25 Unrealized
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $476 Shares 1,290 Est. Cost $209.71 Unrealized +43.0%
GENERAL ELECTRIC CO 0.1%
Value ($000) $442 Shares 33,607 Est. Cost $25.83 Unrealized
PPG PPG INDUSTRIES INC 0.1%
Value ($000) $431 Shares 2,867 Est. Cost $93.16 Unrealized +39.7%
FIS FIDELITY NATL INFORMATION SV 0.1%
Value ($000) $422 Shares 3,000 Est. Cost $118.59 Unrealized +3.1%
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $409 Shares 5,465 Est. Cost $43.22 Unrealized +36.8%
ESGD ISHARES ESG MSCI EAFE ETF 0.0%
Value ($000) $400 Shares 5,275 Est. Cost $63.49 Unrealized
SWK STANLEY BLACK & DECKER INC 0.0%
Value ($000) $399 Shares 2,000 Est. Cost $69.48 Unrealized +121.5%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $387 Shares 9,149 Est. Cost $17.13 Unrealized +112.7%
CI CIGNA CORP NEW 0.0%
Value ($000) $382 Shares 1,580 Est. Cost $178.56 Unrealized +14.3%
TJX TJX COMPANIES 0.0%
Value ($000) $364 Shares 5,507 Est. Cost $44.39 Unrealized +40.3%
ECL ECOLAB INC 0.0%
Value ($000) $363 Shares 1,695 Est. Cost $149.57 Unrealized +34.8%
WTRG ESSENTIAL UTILITIES INC 0.0%
Value ($000) $358 Shares 8,005 Est. Cost $47.18 Unrealized -4.3%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $353 Shares 1,000 Est. Cost $206.56 Unrealized +54.7%
XLV HEALTH CARE SELECT SECTOR SPDR ETF 0.0%
Value ($000) $353 Shares 3,020 Est. Cost $100.84 Unrealized
CTVA CORTEVA INC 0.0%
Value ($000) $349 Shares 7,480 Est. Cost $25.02 Unrealized +67.5%
MA MASTERCARD INC CLASS A 0.0%
Value ($000) $346 Shares 970 Est. Cost $197.67 Unrealized +71.8%
XLU UTILITIES SELECT SECTOR SPDR 0.0%
Value ($000) $344 Shares 5,377 Est. Cost $58.81 Unrealized
WM WASTE MANAGEMENT INC 0.0%
Value ($000) $328 Shares 2,547 Est. Cost $89.51 Unrealized +20.8%
MFC MANULIFE FINL CORP 0.0%
Value ($000) $323 Shares 15,000 Est. Cost $15.95 Unrealized +24.9%
EMN EASTMAN CHEMICAL CO 0.0%
Value ($000) $308 Shares 2,800 Est. Cost $51.71 Unrealized +76.6%
XLY CONSUMER DISCRET SEL SECT SPDR ETF 0.0%
Value ($000) $304 Shares 1,812 Est. Cost $126.30 Unrealized
AWK AMERICAN WATER WORKS CO INC 0.0%
Value ($000) $300 Shares 2,000 Est. Cost $108.05 Unrealized +27.4%
VB VANGUARD SMALLCAP ETF 0.0%
Value ($000) $297 Shares 1,388 Est. Cost $122.15 Unrealized
EWC ISHARES MSCI CANADA ETF 0.0%
Value ($000) $288 Shares 8,459 Est. Cost $28.90 Unrealized
NWFL NORWOOD FINANCIAL CORP 0.0%
Value ($000) $287 Shares 10,767 Est. Cost $29.61 Unrealized -12.0%
RIO RIO TINTO PLC ADR 0.0%
Value ($000) $287 Shares 3,685 Est. Cost $45.03 Unrealized
ETN EATON CORP PLC 0.0%
Value ($000) $284 Shares 2,048 Est. Cost $78.56 Unrealized +51.4%
TRP TC ENERGY CORP 0.0%
Value ($000) $284 Shares 6,200 Est. Cost $34.25 Unrealized +0.5%
ROP ROPER INDS INC 0.0%
Value ($000) $282 Shares 700 Est. Cost $333.07 Unrealized +17.0%
XLP CONSUMER STAPLES SECTOR SPDR 0.0%
Value ($000) $279 Shares 4,092 Est. Cost $59.78 Unrealized
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $272 Shares 3,970 Est. Cost $47.48 Unrealized +27.9%
LQD ISHARES IBOXX $ INVMT GRADE CORP BOND ETF 0.0%
Value ($000) $268 Shares 2,061 Est. Cost $122.30 Unrealized
STT STATE STREET CORP 0.0%
Value ($000) $255 Shares 3,038 Est. Cost $60.58 Unrealized +9.1%
VTRS VIATRIS INC 0.0%
Value ($000) $248 Shares 17,752 Est. Cost $13.33 Unrealized -0.1%
NYF ISHARES NEW YORK MUNI BOND 0.0%
Value ($000) $242 Shares 4,200 Est. Cost $57.58 Unrealized
VBR VANGUARD SMALLCAP VALUE ETF 0.0%
Value ($000) $232 Shares 1,400 Est. Cost $108.04 Unrealized
BIIB BIOGEN INC 0.0%
Value ($000) $224 Shares 800 Est. Cost $264.15 Unrealized +2.1%
VGLT VANGUARD LONG TERM TREASURY 0.0%
Value ($000) $215 Shares 2,600 Est. Cost $97.84 Unrealized
EEM ISHARES MSCI EMERGING MKTS ETF 0.0%
Value ($000) $214 Shares 4,024 Est. Cost $42.12 Unrealized
VLY VALLEY NATL BANCORP 0.0%
Value ($000) $211 Shares 15,356 Est. Cost $11.65 Unrealized +3.4%
TT TRANE TECHNOLOGIES PLC 0.0%
Value ($000) $206 Shares 1,242 Est. Cost $93.73 Unrealized +55.2%
SPTI SPDR INTERMEDIATE TREASURY 0.0%
Value ($000) $206 Shares 6,425 Est. Cost $48.23 Unrealized
AEE AMEREN CORPORATION 0.0%
Value ($000) $203 Shares 2,498 Est. Cost $29.40 Unrealized +120.5%
VXUS VANGUARD TOTAL INTL STOCK ETF 0.0%
Value ($000) $198 Shares 3,162 Est. Cost $53.60 Unrealized
NFG NATIONAL FUEL GAS COMPANY 0.0%
Value ($000) $198 Shares 3,966 Est. Cost $58.82 Unrealized -22.8%
PNW PINNACLE WEST CPTL CORP 0.0%
Value ($000) $193 Shares 2,375 Est. Cost $42.74 Unrealized +46.1%
IGIB ISHARES INTERMEDIATE CREDIT BOND ETF 0.0%
Value ($000) $188 Shares 3,165 Est. Cost $64.85 Unrealized
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $180 Shares 6,618 Est. Cost $58.56 Unrealized -59.5%
CHD CHURCH & DWIGHT CO INC 0.0%
Value ($000) $175 Shares 2,000 Est. Cost $66.06 Unrealized +19.2%
META FACEBOOK INC CLASS A 0.0%
Value ($000) $170 Shares 578 Est. Cost $160.72 Unrealized +66.4%
EIX EDISON INTL 0.0%
Value ($000) $169 Shares 2,887 Est. Cost $49.92 Unrealized -5.7%
ACWX ISHARES MSCI ACWI EX US ETF 0.0%
Value ($000) $166 Shares 3,000 Est. Cost $43.19 Unrealized
IGSB ISHARES SHORT TERM CORP BOND 0.0%
Value ($000) $166 Shares 3,045 Est. Cost $77.37 Unrealized
XLC SELECT SECTOR SPDR TR COMMUNICATION 0.0%
Value ($000) $162 Shares 2,212 Est. Cost $60.18 Unrealized
STERICYCLE INC 0.0%
Value ($000) $162 Shares 2,400 Est. Cost $63.75 Unrealized
VO VANGUARD MIDCAP ETF 0.0%
Value ($000) $161 Shares 729 Est. Cost $123.76 Unrealized
EEMV ISHARES MSCI MIN VOL EMERGE MARKETS ETF 0.0%
Value ($000) $158 Shares 2,500 Est. Cost $57.66 Unrealized
NVDA NVIDIA CORPORATION 0.0%
Value ($000) $152 Shares 285 Est. Cost $8.99 Unrealized +49.1%
SPDR GOLD MINISHARES 0.0%
Value ($000) $152 Shares 8,960 Est. Cost $18.30 Unrealized
VYM VANGUARD HIGH DIVIDEND YIELD 0.0%
Value ($000) $152 Shares 1,506 Est. Cost $81.14 Unrealized
IWR ISHARES RUSSELL MIDCAP ETF 0.0%
Value ($000) $149 Shares 2,016 Est. Cost $69.39 Unrealized
VUG VANGUARD GROWTH ETF 0.0%
Value ($000) $147 Shares 570 Est. Cost $167.24 Unrealized
BCE BCE INC 0.0%
Value ($000) $144 Shares 3,200 Est. Cost $28.42 Unrealized +10.7%
DHR DANAHER CORP 0.0%
Value ($000) $144 Shares 640 Est. Cost $125.80 Unrealized +57.9%
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $141 Shares 435 Est. Cost $175.54 Unrealized +58.5%
BK BANK OF NEW YORK MELLON CORP 0.0%
Value ($000) $140 Shares 2,964 Est. Cost $30.03 Unrealized +27.5%
KLAC KLA CORPORATION 0.0%
Value ($000) $135 Shares 410 Est. Cost $160.31 Unrealized +78.3%
XBI SPDR S&P BIOTECH ETF 0.0%
Value ($000) $133 Shares 980 Est. Cost $111.76 Unrealized
THOMSON REUTERS CORP 0.0%
Value ($000) $131 Shares 1,500 Est. Cost $64.49 Unrealized
HYG ISHARES IBOXX $ HIGH YIELD CORP BOND ETF 0.0%
Value ($000) $127 Shares 1,460 Est. Cost $84.90 Unrealized
ICLN ISHARES GLOBAL CLEAN ENERGY 0.0%
Value ($000) $126 Shares 5,200 Est. Cost $25.57 Unrealized
TM TOYOTA MOTOR CORP 0.0%
Value ($000) $125 Shares 800 Est. Cost $136.26 Unrealized
AROW ARROW FINANCIAL CORPORATION 0.0%
Value ($000) $120 Shares 3,592 Est. Cost $16.01 Unrealized +59.7%
PAYX PAYCHEX INC 0.0%
Value ($000) $115 Shares 1,175 Est. Cost $54.46 Unrealized +47.6%
COOPER COMPANIES INC 0.0%
Value ($000) $115 Shares 300 Est. Cost $320.00 Unrealized
BX BLACKSTONE GROUP INC 0.0%
Value ($000) $115 Shares 1,550 Est. Cost $44.17 Unrealized +32.7%
ENB ENBRIDGE INC 0.0%
Value ($000) $115 Shares 3,148 Est. Cost $21.58 Unrealized +18.5%
MKL MARKEL CORPORATION 0.0%
Value ($000) $114 Shares 100 Est. Cost $1138.97 Unrealized -5.3%
WTM WHITE MTNS INS GROUP LTD 0.0%
Value ($000) $111 Shares 100 Est. Cost $1090.77 Unrealized +2.5%
EOG EOG RESOURCES INC 0.0%
Value ($000) $109 Shares 1,501 Est. Cost $66.95 Unrealized -24.7%
HDV ISHARES CORE HIGH DIVIDEND 0.0%
Value ($000) $107 Shares 1,130 Est. Cost $76.71 Unrealized
DVY ISHARES SELECT DIVIDEND ETF 0.0%
Value ($000) $98 Shares 858 Est. Cost $80.55 Unrealized
ZBRA ZEBRA TECHNOLOGIES CORP CL A 0.0%
Value ($000) $97 Shares 200 Est. Cost $336.52 Unrealized +32.5%
CRM SALESFORCE.COM INC 0.0%
Value ($000) $96 Shares 454 Est. Cost $182.96 Unrealized +20.2%
VPU VANGUARD UTILITIES ETF 0.0%
Value ($000) $96 Shares 680 Est. Cost $103.21 Unrealized
KHC KRAFT HEINZ COMPANY 0.0%
Value ($000) $93 Shares 2,333 Est. Cost $35.53 Unrealized -19.4%
PEOPLES UNITED FINANCIAL INC 0.0%
Value ($000) $90 Shares 5,000 Est. Cost $16.67 Unrealized
VHT VANGUARD HEALTH CARE ETF 0.0%
Value ($000) $89 Shares 387 Est. Cost $169.09 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $89 Shares 1,625 Est. Cost $75.14 Unrealized
BLACKROCK INCOME TR INC 0.0%
Value ($000) $85 Shares 13,958 Est. Cost $6.04 Unrealized
GAP GAP INC 0.0%
Value ($000) $80 Shares 2,700 Est. Cost $22.43 Unrealized -8.6%
VOE VANGUARD MIDCAP VALUE ETF 0.0%
Value ($000) $78 Shares 579 Est. Cost $119.71 Unrealized
TDY TELEDYNE TECHNOLOGIES INC 0.0%
Value ($000) $77 Shares 187 Est. Cost $88.71 Unrealized +335.1%
CAG CONAGRA FOODS INC 0.0%
Value ($000) $75 Shares 2,000 Est. Cost $28.95 Unrealized -1.9%
XLF SPDR FINANCIAL SELECT SECTOR 0.0%
Value ($000) $75 Shares 2,197 Est. Cost $27.32 Unrealized
DE DEERE & COMPANY 0.0%
Value ($000) $74 Shares 200 Est. Cost $126.84 Unrealized +142.4%
PAYC PAYCOM SOFTWARE INC 0.0%
Value ($000) $74 Shares 200 Est. Cost $231.95 Unrealized +66.6%
ROYAL DUTCH SHELL PLC CL A 0.0%
Value ($000) $73 Shares 1,860 Est. Cost $66.33 Unrealized
SLQD ISHARES 0-5 YR INVMT GR CORP 0.0%
Value ($000) $72 Shares 1,404 Est. Cost $50.17 Unrealized
SJNK SPDR BBB SHORT TERM HIGH YIELD BOND ETF 0.0%
Value ($000) $71 Shares 2,600 Est. Cost $27.23 Unrealized
BROOKFIELD ASSET MGMT INC CLASS A 0.0%
Value ($000) $68 Shares 1,525 Est. Cost $31.91 Unrealized
QUAL ISHARES EDGE MSCI USA QUALITY FACTOR ETF 0.0%
Value ($000) $67 Shares 550 Est. Cost $119.34 Unrealized
L LOEWS CORP 0.0%
Value ($000) $67 Shares 1,300 Est. Cost $35.50 Unrealized +34.8%
VOT VANGUARD MIDCAP GROWTH ETF 0.0%
Value ($000) $66 Shares 309 Est. Cost $158.29 Unrealized
MGA MAGNA INTERNATIONAL INC 0.0%
Value ($000) $63 Shares 720 Est. Cost $38.61 Unrealized +79.4%
SLV ISHARES SILVER TRUST 0.0%
Value ($000) $63 Shares 2,817 Est. Cost $15.50 Unrealized
FDX FEDEX CORP 0.0%
Value ($000) $61 Shares 215 Est. Cost $159.37 Unrealized +47.0%
TOTAL SA ADR 0.0%
Value ($000) $59 Shares 1,265 Est. Cost $50.95 Unrealized
MUB ISHARES NATIONAL MUNI BOND ETF 0.0%
Value ($000) $58 Shares 500 Est. Cost $110.15 Unrealized
IQLT ISHARES MSCI INTL QUALITY FACTOR ETF 0.0%
Value ($000) $58 Shares 1,600 Est. Cost $36.25 Unrealized
WY WEYERHAEUSER CO 0.0%
Value ($000) $57 Shares 1,600 Est. Cost $18.15 Unrealized +53.6%
FBIN FORTUNE BRANDS HOME & SEC 0.0%
Value ($000) $57 Shares 600 Est. Cost $57.83 Unrealized +21.3%
XLI SPDR INDUSTRIALS (XLI) 0.0%
Value ($000) $56 Shares 565 Est. Cost $99.12 Unrealized
LIBERTY ALL STAR EQUITY FD 0.0%
Value ($000) $55 Shares 7,208 Est. Cost $6.80 Unrealized
BP BP PLC ADR 0.0%
Value ($000) $55 Shares 2,260 Est. Cost $38.77 Unrealized
IR INGERSOLL RAND INC 0.0%
Value ($000) $54 Shares 1,095 Est. Cost $31.60 Unrealized +45.7%
BLACKROCK ENHANCED EQT DIV 0.0%
Value ($000) $54 Shares 5,703 Est. Cost $9.29 Unrealized
IQV IQVIA HLDGS INC 0.0%
Value ($000) $53 Shares 275 Est. Cost $127.87 Unrealized +46.8%
SU SUNCOR ENERGY INC 0.0%
Value ($000) $52 Shares 2,500 Est. Cost $22.42 Unrealized -27.8%
NUVEEN AMT FREE MUNI CR INC 0.0%
Value ($000) $51 Shares 3,000 Est. Cost $16.73 Unrealized
PFIS PEOPLES FINL SVCS CORP 0.0%
Value ($000) $51 Shares 1,218 Est. Cost $33.02 Unrealized +3.2%
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.0%
Value ($000) $48 Shares 160 Est. Cost $193.80 Unrealized
LINDE PLC 0.0%
Value ($000) $47 Shares 166 Est. Cost $156.38 Unrealized
HYD VANECK VECTORS HIGH YLD MUNI 0.0%
Value ($000) $47 Shares 750 Est. Cost $61.33 Unrealized
SUI SUN COMMUNITIES INC 0.0%
Value ($000) $45 Shares 301 Est. Cost $77.88 Unrealized
OKTA OKTA INC CL A 0.0%
Value ($000) $44 Shares 200 Est. Cost $115.13 Unrealized +118.3%
TLT ISHARES TR 20 YR TR BD ETF 0.0%
Value ($000) $44 Shares 325 Est. Cost $135.38 Unrealized
ALLE ALLEGION PLC 0.0%
Value ($000) $42 Shares 331 Est. Cost $63.16 Unrealized +71.4%
COST COSTCO 0.0%
Value ($000) $41 Shares 115 Est. Cost $169.20 Unrealized +94.9%
IXJ ISHARES GLOBAL HEALTHCARE 0.0%
Value ($000) $40 Shares 520 Est. Cost $73.27 Unrealized
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $39 Shares 120 Est. Cost $24.33 Unrealized +144.3%
VBK VANGUARD SMALLCAP GROWTH ETF 0.0%
Value ($000) $39 Shares 143 Est. Cost $179.97 Unrealized
BNTX BIONTECH SE ADR 0.0%
Value ($000) $38 Shares 350 Est. Cost $62.45 Unrealized
PRU PRUDENTIAL FINANCIAL INC 0.0%
Value ($000) $36 Shares 395 Est. Cost $53.73 Unrealized +26.2%
VXF VANGUARD INDEX FDS EXTEND MKT ETF-VXF 0.0%
Value ($000) $36 Shares 202 Est. Cost $118.99 Unrealized
IWN ISHARES RUSSELL 2000 VALUE 0.0%
Value ($000) $33 Shares 209 Est. Cost $119.62 Unrealized
PZA INVESCO EXCH TRADED FD TR IINATL AMT MUNI 0.0%
Value ($000) $33 Shares 1,250 Est. Cost $24.80 Unrealized
BIV VANGUARD INTERM-TERM BOND ETF 0.0%
Value ($000) $33 Shares 370 Est. Cost $89.19 Unrealized
ESGU ISHARES TR ESG MSCI USA ETF (ESGU) 0.0%
Value ($000) $33 Shares 363 Est. Cost $75.06 Unrealized
PBW INVESCO EXCHANGE TRADED FD TR WILDERHIL CLAN 0.0%
Value ($000) $32 Shares 323 Est. Cost $40.25 Unrealized
TFI SPDR NUVEEN BBB MUNI BOND ETF 0.0%
Value ($000) $32 Shares 625 Est. Cost $49.60 Unrealized
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.0%
Value ($000) $32 Shares 433 Est. Cost $73.90 Unrealized
KEY KEYCORP 0.0%
Value ($000) $30 Shares 1,500 Est. Cost $9.30 Unrealized +63.7%
SIRIUS XM HOLDINGS INC 0.0%
Value ($000) $30 Shares 5,000 Est. Cost $5.80 Unrealized
AIM IMMUNOTECH INC 0.0%
Value ($000) $30 Shares 13,226 Est. Cost $2.27 Unrealized
OHI OMEGA HEALTHCARE INV INC 0.0%
Value ($000) $30 Shares 813 Est. Cost $31.56 Unrealized
VARIAN MEDICAL SYSTEMS INC 0.0%
Value ($000) $29 Shares 166 Est. Cost $108.43 Unrealized
EL ESTEE LAUDER COMP INC CL A 0.0%
Value ($000) $29 Shares 100 Est. Cost $165.58 Unrealized +54.0%
DES WISDOMTREE SMALLCAP DIVIDEND 0.0%
Value ($000) $28 Shares 900 Est. Cost $26.67 Unrealized
F FORD MOTOR COMPANY 0.0%
Value ($000) $27 Shares 2,200 Est. Cost $5.40 Unrealized +60.6%
PAA PLAINS ALL AMERICAN PIPELINE 0.0%
Value ($000) $27 Shares 3,000 Est. Cost $9.00 Unrealized
VBI VACCINES INC 0.0%
Value ($000) $26 Shares 8,500 Est. Cost $3.07 Unrealized
NUVEEN AMT FREE QLTY MUN INC 0.0%
Value ($000) $26 Shares 1,750 Est. Cost $15.13 Unrealized
MRNA MODERNA INC 0.0%
Value ($000) $26 Shares 200 Est. Cost $69.72 Unrealized +107.8%
CLSK CLEANSPARK INC 0.0%
Value ($000) $26 Shares 1,072 Est. Cost $9.87 Unrealized +185.7%
JACOBS ENGR GROUP INC. 0.0%
Value ($000) $25 Shares 194 Est. Cost $82.47 Unrealized
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $25 Shares 655 Est. Cost $13.89 Unrealized +102.9%
IBB ISHARES NASDAQ BIOTECHNOLOGYETF 0.0%
Value ($000) $25 Shares 166 Est. Cost $138.80 Unrealized
EPD ENTERPRISE PRODS PARTNERS LP 0.0%
Value ($000) $24 Shares 1,098 Est. Cost $22.78 Unrealized
BLACKROCK FLOAT RATE STRAT 0.0%
Value ($000) $23 Shares 1,800 Est. Cost $12.78 Unrealized
TS TENARIS SA ADR 0.0%
Value ($000) $23 Shares 1,000 Est. Cost $30.06 Unrealized
PAVMED INC 0.0%
Value ($000) $22 Shares 5,000 Est. Cost $2.20 Unrealized
HYXF ISHARES ESG ADV HIGH YIELD 0.0%
Value ($000) $22 Shares 420 Est. Cost $51.87 Unrealized
VLO VALERO ENERGY CORP 0.0%
Value ($000) $21 Shares 300 Est. Cost $42.61 Unrealized +34.2%
OKE ONEOK INC 0.0%
Value ($000) $20 Shares 394 Est. Cost $32.05 Unrealized +7.7%
INFU INFUSYSTEMS HOLDINGS INC 0.0%
Value ($000) $20 Shares 1,000 Est. Cost $3.18 Unrealized +489.4%
ALL THE ALLSTATE CORPORATION 0.0%
Value ($000) $20 Shares 175 Est. Cost $59.63 Unrealized +63.8%
HYBB ISHARES BB RATED CRP BND ETF 0.0%
Value ($000) $19 Shares 370 Est. Cost $51.35 Unrealized
INFIQ INFINITY PHARMACEUTICALS INC 0.0%
Value ($000) $19 Shares 6,000 Est. Cost $1.86 Unrealized +79.4%
MGK VANGUARD MEGA CAP GROWTH 0.0%
Value ($000) $18 Shares 85 Est. Cost $82.35 Unrealized
O REALTY INCOME CORP 0.0%
Value ($000) $18 Shares 284 Est. Cost $41.67 Unrealized +11.0%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $18 Shares 116 Est. Cost $92.94 Unrealized +51.8%
STOT SPDR DOUBLELINE SHRT DUR 0.0%
Value ($000) $18 Shares 360 Est. Cost $50.00 Unrealized
MPC MARATHON PETROLEUM CORP 0.0%
Value ($000) $18 Shares 344 Est. Cost $36.03 Unrealized +23.8%
FNV FRANCO NEVADA CORP 0.0%
Value ($000) $17 Shares 132 Est. Cost $44.81 Unrealized +156.9%
AGG ISHARES CORE US AGGREGATE BOND ETF 0.0%
Value ($000) $17 Shares 147 Est. Cost $116.99 Unrealized
PRF INVESCO FTSE RAFI US1000 ETF 0.0%
Value ($000) $17 Shares 112 Est. Cost $113.04 Unrealized
AFL AFLAC INC 0.0%
Value ($000) $17 Shares 323 Est. Cost $42.88 Unrealized 0.0%
IDNA ISHARES GENOMICS IMMUNOLOGY & HEALTHCARE ETF 0.0%
Value ($000) $16 Shares 350 Est. Cost $45.71 Unrealized
UBS UBS GROUP AG 0.0%
Value ($000) $16 Shares 1,000 Est. Cost $15.37 Unrealized 0.0%
SPIB SPDR INTERM CORP BOND ETF 0.0%
Value ($000) $16 Shares 450 Est. Cost $34.36 Unrealized
SIERRA WIRELESS INC 0.0%
Value ($000) $15 Shares 1,000 Est. Cost $10.00 Unrealized
LUMN LUMEN TECHNOLOGIES INC 0.0%
Value ($000) $15 Shares 1,150 Est. Cost $10.83 Unrealized 0.0%
SPSM SPDR PORTFOLIO SMALLCAP ETF 0.0%
Value ($000) $15 Shares 365 Est. Cost $26.25 Unrealized
NEW YORK CMNTY BANCORP INC 0.0%
Value ($000) $15 Shares 1,175 Est. Cost $8.32 Unrealized
AEROSYSTEMS HLDGS INC CL A 0.0%
Value ($000) $15 Shares 300 Est. Cost $40.00 Unrealized
CURI CURIOSITYSTREAM INC CL A 0.0%
Value ($000) $15 Shares 1,109 Est. Cost $15.12 Unrealized 0.0%
II-VI INC 0.0%
Value ($000) $14 Shares 200 Est. Cost $30.00 Unrealized
C CITIGROUP INC 0.0%
Value ($000) $14 Shares 197 Est. Cost $44.28 Unrealized +26.9%
AGCO AGCO CORP 0.0%
Value ($000) $14 Shares 100 Est. Cost $60.90 Unrealized +72.1%
FALN ISHARES FALLN ANGLS BOND ETF 0.0%
Value ($000) $14 Shares 492 Est. Cost $28.46 Unrealized
CBON VANECK VECTORS CHINAAMC CHINA BOND ETF 0.0%
Value ($000) $14 Shares 600 Est. Cost $23.33 Unrealized
WELL WELLTOWER INC 0.0%
Value ($000) $14 Shares 200 Est. Cost $56.52 Unrealized +4.4%
KR KROGER COMPANY 0.0%
Value ($000) $13 Shares 370 Est. Cost $22.30 Unrealized +38.2%
DELL DELL TECHNOLOGIES INC 0.0%
Value ($000) $13 Shares 146 Est. Cost $24.16 Unrealized +55.4%
PII POLARIS INDUSTRIES INC 0.0%
Value ($000) $13 Shares 100 Est. Cost $102.32 Unrealized +19.1%
BARRICK GOLD CORPORATION 0.0%
Value ($000) $12 Shares 615 Est. Cost $16.27 Unrealized
ORANY ORANGE SA ADR 0.0%
Value ($000) $12 Shares 1,000 Est. Cost $17.00 Unrealized
MET METLIFE INC 0.0%
Value ($000) $12 Shares 200 Est. Cost $32.01 Unrealized +48.7%
DRAFTKINGS INC CL A 0.0%
Value ($000) $12 Shares 200 Est. Cost $45.00 Unrealized
MOH MOLINA HEALTHCARE INC 0.0%
Value ($000) $12 Shares 50 Est. Cost $206.44 Unrealized +8.0%
NUVEEN QUALITY MUNICIPAL INCOME FUND 0.0%
Value ($000) $12 Shares 800 Est. Cost $15.59 Unrealized
COF CAPITAL ONE FINANCIAL 0.0%
Value ($000) $12 Shares 92 Est. Cost $71.26 Unrealized +51.4%
PHM PULTE GROUP INC 0.0%
Value ($000) $11 Shares 210 Est. Cost $42.08 Unrealized +5.7%
REGULUS THERAPEUTICS INC 0.0%
Value ($000) $11 Shares 6,900 Est. Cost $1.59 Unrealized
RBBN RIBBONS COMMUNICATIONS INC 0.0%
Value ($000) $11 Shares 1,400 Est. Cost $8.28 Unrealized 0.0%
INTU INTUIT INC 0.0%
Value ($000) $11 Shares 30 Est. Cost $340.30 Unrealized +9.8%
ITOT ISHARES CORE S&P TOTAL US STOCK MKT ETF 0.0%
Value ($000) $11 Shares 120 Est. Cost $75.00 Unrealized
NGG NATIONAL GRID PLC ADR 0.0%
Value ($000) $11 Shares 185 Est. Cost $61.63 Unrealized
JOUNCE THERAPEUTICS INC 0.0%
Value ($000) $10 Shares 1,000 Est. Cost $8.50 Unrealized
SCHZ SCHWAB US AGGREGATE BOND ETF 0.0%
Value ($000) $10 Shares 184 Est. Cost $54.35 Unrealized
XYL XYLEM INC 0.0%
Value ($000) $10 Shares 98 Est. Cost $64.39 Unrealized +48.8%
CC THE CHEMOURS CO 0.0%
Value ($000) $10 Shares 360 Est. Cost $31.08 Unrealized -28.0%
SPH SUBURBAN PROPANE PARTNERS LP 0.0%
Value ($000) $10 Shares 670 Est. Cost $15.46 Unrealized
IHS MARKIT LTD. 0.0%
Value ($000) $10 Shares 107 Est. Cost $46.73 Unrealized
JBL JABIL CIRCUIT INC. 0.0%
Value ($000) $10 Shares 200 Est. Cost $26.87 Unrealized +66.5%
A AGILENT TECHNOLOGIES INC 0.0%
Value ($000) $10 Shares 76 Est. Cost $63.50 Unrealized +88.4%
MYOVANT SCIENCES LTD 0.0%
Value ($000) $10 Shares 500 Est. Cost $28.00 Unrealized
RSG REPUBLIC SERVICES INC 0.0%
Value ($000) $10 Shares 100 Est. Cost $83.07 Unrealized +5.8%
GEVO GEVO INC 0.0%
Value ($000) $9 Shares 951 Est. Cost $9.59 Unrealized 0.0%
AJG ARTHUR J GALLAGHER & CO 0.0%
Value ($000) $9 Shares 75 Est. Cost $48.90 Unrealized +134.3%
FLJP FRANKLIN TEMPLETON FTSE JAPAN ETF 0.0%
Value ($000) $9 Shares 300 Est. Cost $30.00 Unrealized
GABELLI MULTIMEDIA TR INC 0.0%
Value ($000) $9 Shares 898 Est. Cost $7.80 Unrealized
MORGAN STANLEY EMER MKTS DEBCOM 0.0%
Value ($000) $9 Shares 1,000 Est. Cost $9.00 Unrealized
INVESCO BULLETSHS CORP 2023 0.0%
Value ($000) $9 Shares 430 Est. Cost $20.93 Unrealized
IRDM IRIDIUM COMMUNICATIONS INC 0.0%
Value ($000) $8 Shares 200 Est. Cost $8.81 Unrealized +396.6%
ET ENERGY TRANSFER EQUITY LP 0.0%
Value ($000) $8 Shares 1,090 Est. Cost $13.72 Unrealized
INCY INCYTE CORP 0.0%
Value ($000) $8 Shares 100 Est. Cost $96.40 Unrealized -11.5%
PCY INVESCO EMERGING MARKETS SOVEREIGN DEBT 0.0%
Value ($000) $8 Shares 297 Est. Cost $26.94 Unrealized
IP INTERNATIONAL PAPER CO 0.0%
Value ($000) $8 Shares 156 Est. Cost $27.01 Unrealized +46.0%
HOG HARLEY DAVIDSON INC 0.0%
Value ($000) $8 Shares 200 Est. Cost $64.57 Unrealized -42.4%
CEL SCI CORP 0.0%
Value ($000) $8 Shares 500 Est. Cost $8.92 Unrealized
DGII DIGI INTL INC 0.0%
Value ($000) $8 Shares 400 Est. Cost $10.69 Unrealized +93.9%
DRI DARDEN RESTAURANTS INC 0.0%
Value ($000) $7 Shares 50 Est. Cost $35.12 Unrealized +221.0%
GABELLI EQUITY TR INC 0.0%
Value ($000) $7 Shares 1,000 Est. Cost $5.00 Unrealized
NXST NEXSTAR MEDIA GROUP CLASS A 0.0%
Value ($000) $7 Shares 50 Est. Cost $38.58 Unrealized +189.3%
XRX XEROX HOLDINGS CORP 0.0%
Value ($000) $6 Shares 250 Est. Cost $17.25 Unrealized +38.6%
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $6 Shares 30 Est. Cost $180.55 Unrealized -6.0%
BBT BERKSHIRE HILLS BANCORP INC 0.0%
Value ($000) $6 Shares 264 Est. Cost $18.71 Unrealized -5.2%
DCOM DIME CMNTY BANCSHARES INC 0.0%
Value ($000) $6 Shares 200 Est. Cost $23.82 Unrealized 0.0%
GABELLI UTILITY TRUST 0.0%
Value ($000) $6 Shares 866 Est. Cost $8.08 Unrealized
TRUSTCO BANK CORP NY 0.0%
Value ($000) $6 Shares 842 Est. Cost $7.62 Unrealized
TRILLIUM THERAPEUTICS INC 0.0%
Value ($000) $6 Shares 600 Est. Cost $15.00 Unrealized
JUST GOLDMAN SACHS JUST US LARGE CAP EQUITY ETF 0.0%
Value ($000) $6 Shares 105 Est. Cost $57.14 Unrealized
VGK VANGUARD INTL EQUITY INDEX FMSCI EUROPE ETF 0.0%
Value ($000) $5 Shares 84 Est. Cost $57.25 Unrealized
RGLD ROYAL GOLD INC 0.0%
Value ($000) $5 Shares 48 Est. Cost $65.59 Unrealized +62.6%
MP MP MATERIALS CORP CL A 0.0%
Value ($000) $5 Shares 150 Est. Cost $36.97 Unrealized 0.0%
LGL SYS ACQUISITION CORP 0.0%
Value ($000) $5 Shares 500 Est. Cost $10.00 Unrealized
BWA BORGWARNER INC 0.0%
Value ($000) $5 Shares 100 Est. Cost $31.93 Unrealized +13.7%
HEAT BIOLOGICS INC 0.0%
Value ($000) $4 Shares 560 Est. Cost $5.19 Unrealized
MPT MEDICAL PPTYS TRUST INC 0.0%
Value ($000) $4 Shares 200 Est. Cost $14.73 Unrealized
KMI KINDER MORGAN INC 0.0%
Value ($000) $4 Shares 220 Est. Cost $14.34 Unrealized -19.4%
FMS FRESENIUS MEDICAL CARE AG & CO KGAA 0.0%
Value ($000) $4 Shares 100 Est. Cost $30.00 Unrealized
IWP ISHARES RUSSELL MID GROWTH 0.0%
Value ($000) $4 Shares 40 Est. Cost $127.78 Unrealized
GII SPDR S&P GLOBAL INFRASTRUCTURE ETF 0.0%
Value ($000) $3 Shares 50 Est. Cost $40.00 Unrealized
WAB WABTEC CORP 0.0%
Value ($000) $3 Shares 44 Est. Cost $64.91 Unrealized +16.3%
DWX SPDR S&P INTL DIVIDEND ETF 0.0%
Value ($000) $3 Shares 75 Est. Cost $42.19 Unrealized
ATOSSA THERAPEUTICS INC 0.0%
Value ($000) $3 Shares 1,475 Est. Cost $2.03 Unrealized
GRNB VANECK VECTORS ETF TR GREEN BD ETF 0.0%
Value ($000) $3 Shares 100 Est. Cost $30.00 Unrealized
PHO INVESCO EXCHANGE TRADED FD TWATER RES ETF 0.0%
Value ($000) $2 Shares 50 Est. Cost $40.00 Unrealized
IEC ELECTRONICS CORPORATION 0.0%
Value ($000) $2 Shares 200 Est. Cost $10.00 Unrealized
SUSB ISHARES TR ESG AWRE 1 5 YR 0.0%
Value ($000) $2 Shares 75 Est. Cost $30.00 Unrealized
SCZ ISHARES MSCI EAFE SMALLCAP ETF 0.0%
Value ($000) $2 Shares 25 Est. Cost $61.51 Unrealized
IYZ ISHARES US TELECOM ETF 0.0%
Value ($000) $2 Shares 48 Est. Cost $26.67 Unrealized
UNITI GROUP INC 0.0%
Value ($000) $2 Shares 200 Est. Cost $23.05 Unrealized
SRNE SORRENTO THERAPEUTICS INC 0.0%
Value ($000) $2 Shares 200 Est. Cost $3.83 Unrealized +175.8%
SXC SUNCOKE ENERGY INC 0.0%
Value ($000) $2 Shares 218 Est. Cost $10.78 Unrealized -42.8%
MARATHON OIL CORP 0.0%
Value ($000) $2 Shares 145 Est. Cost $25.49 Unrealized
BB BLACKBERRY LTD NPV 0.0%
Value ($000) $2 Shares 250 Est. Cost $5.49 Unrealized +104.3%
BIP BROOKFIELD INFRASTRUCTURE PARTNERS LP 0.0%
Value ($000) $2 Shares 40 Est. Cost $42.56 Unrealized
CIBR FIRST TR NASDAQ CYB SEC ETF 0.0%
Value ($000) $1 Shares 32 Est. Cost $31.25 Unrealized
BBU BROOKFIELD BUSINESS PARTNERS LP LTD 0.0%
Value ($000) $1 Shares 20 Est. Cost Unrealized
BROOKFIELD PROPERTY PARTNERS 0.0%
Value ($000) $1 Shares 38 Est. Cost $26.32 Unrealized
AGENUS INC 0.0%
Value ($000) $1 Shares 300 Est. Cost $3.33 Unrealized
PICK ISHARES MSCI GLOBAL MTL&MIN PRODUCERS ETF 0.0%
Value ($000) $1 Shares 32 Est. Cost $31.25 Unrealized
IHAK ISHARES CYBERSEC & TECH ETF 0.0%
Value ($000) $1 Shares 34 Est. Cost $29.41 Unrealized
ESML ISHARES ESG AWARE MSCI SMALLCAP ETF 0.0%
Value ($000) $1 Shares 15 Est. Cost $66.67 Unrealized
UNITED STATES STEEL CORP 0.0%
Value ($000) $1 Shares 35 Est. Cost Unrealized
TWITTER INC 0.0%
Value ($000) $1 Shares 22 Est. Cost $32.91 Unrealized
BROOKFIELD INFRASTRUCTURE CO 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
GABELLI UTIL TR RIGHT 04/14/2021 0.0%
Value ($000) $0 Shares 866 Est. Cost Unrealized
BLUE APRON HOLDINGS INC 0.0%
Value ($000) $0 Shares 6 Est. Cost Unrealized