Community Bank, N.A. Diversified Active

CIK: 0001632187 · Show all filings

Period: Q2 2021 (← Previous) (Next →)

Filing Date: Aug 3, 2021

Total Value ($000): $846,782 (100.0% shares, 0.0% debt)

Holdings (478)

AAPL APPLE INC 7.0%
Value ($000) $59,002 Shares 430,800 Est. Cost $86.95 Unrealized +45.4%
IVV ISHARES CORE S&P 500 ETF 5.9%
Value ($000) $49,869 Shares 115,999 Est. Cost $246.82 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 5.0%
Value ($000) $42,431 Shares 566,803 Est. Cost $60.25 Unrealized
MSFT MICROSOFT CORP 2.5%
Value ($000) $20,788 Shares 76,739 Est. Cost $61.48 Unrealized +298.0%
IBM INTL BUSINESS MACHINES CORP 2.3%
Value ($000) $19,609 Shares 133,774 Est. Cost $99.90 Unrealized +13.6%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 1.8%
Value ($000) $14,981 Shares 223,635 Est. Cost $55.42 Unrealized
ACWI ISHARES MSCI ACWI ETF 1.8%
Value ($000) $14,884 Shares 147,084 Est. Cost $98.61 Unrealized
IJR ISHARES CORE S&P SMALLCAP ETF 1.7%
Value ($000) $14,319 Shares 126,739 Est. Cost $91.09 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 1.7%
Value ($000) $14,254 Shares 63,969 Est. Cost $104.59 Unrealized
BMY BRISTOL MYERS SQUIBB COMPANY 1.7%
Value ($000) $14,005 Shares 209,628 Est. Cost $44.26 Unrealized +21.7%
JNJ JOHNSON & JOHNSON 1.5%
Value ($000) $12,300 Shares 74,664 Est. Cost $82.75 Unrealized +75.1%
JPM JPMORGAN CHASE & CO 1.4%
Value ($000) $12,089 Shares 77,723 Est. Cost $60.23 Unrealized +132.0%
IJH ISHARES CORE S&P MIDCAP ETF 1.3%
Value ($000) $11,349 Shares 42,234 Est. Cost $155.63 Unrealized
VZ VERIZON COMMUNICATIONS 1.3%
Value ($000) $10,730 Shares 191,551 Est. Cost $31.20 Unrealized +39.1%
CBU COMMUNITY BK SYS INC 1.2%
Value ($000) $10,264 Shares 135,688 Est. Cost $48.63 Unrealized +39.8%
USMV ISHARES EDGE MSCI MIN VOL USA ETF 1.2%
Value ($000) $10,076 Shares 136,880 Est. Cost $46.95 Unrealized
MRK MERCK & COMPANY INC 1.2%
Value ($000) $10,002 Shares 128,612 Est. Cost $45.42 Unrealized +41.2%
INTC INTEL CORP 1.1%
Value ($000) $9,722 Shares 173,198 Est. Cost $30.35 Unrealized +76.6%
PEP PEPSICO INC 1.1%
Value ($000) $9,708 Shares 65,519 Est. Cost $77.15 Unrealized +63.5%
CSCO CISCO SYSTEMS INC 1.1%
Value ($000) $9,681 Shares 182,655 Est. Cost $22.04 Unrealized +108.0%
SPY SPDR S&P 500 ETF 1.1%
Value ($000) $8,928 Shares 20,858 Est. Cost $211.39 Unrealized
KO COCA COLA COMPANY 1.0%
Value ($000) $8,870 Shares 163,932 Est. Cost $33.09 Unrealized +42.8%
IWF ISHARES RUSSELL 1000 GROWTH ETF 1.0%
Value ($000) $8,624 Shares 31,769 Est. Cost $101.07 Unrealized
MDY SPDR S&P MIDCAP 400 ETF 1.0%
Value ($000) $8,616 Shares 17,547 Est. Cost $264.61 Unrealized
PG PROCTER & GAMBLE CO 1.0%
Value ($000) $8,523 Shares 63,170 Est. Cost $66.77 Unrealized +80.8%
TIP ISHARES TIPS BOND ETF 1.0%
Value ($000) $8,159 Shares 63,736 Est. Cost $124.73 Unrealized
T AT&T INC 0.9%
Value ($000) $7,858 Shares 273,127 Est. Cost $13.28 Unrealized +27.9%
VCIT VANGUARD INTERM TERM CORP BDETF 0.9%
Value ($000) $7,858 Shares 82,660 Est. Cost $93.24 Unrealized
ABBV ABBVIE INC 0.8%
Value ($000) $7,049 Shares 62,586 Est. Cost $42.68 Unrealized +122.0%
MMM 3M COMPANY 0.8%
Value ($000) $7,020 Shares 35,338 Est. Cost $98.04 Unrealized +43.2%
PFE PFIZER INC 0.8%
Value ($000) $6,799 Shares 173,672 Est. Cost $21.23 Unrealized +46.0%
SHY ISHARES 1-3 YR TREASURY BOND 0.8%
Value ($000) $6,716 Shares 77,964 Est. Cost $86.23 Unrealized
WMT WAL MART STORES INC 0.7%
Value ($000) $6,196 Shares 43,940 Est. Cost $25.37 Unrealized +72.7%
IAU ISHARES GOLD TRUST 0.7%
Value ($000) $6,116 Shares 181,479 Est. Cost $33.70 Unrealized
TXN TEXAS INSTRUMENTS INC 0.7%
Value ($000) $6,110 Shares 31,775 Est. Cost $64.73 Unrealized +153.7%
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.7%
Value ($000) $6,029 Shares 40,000 Est. Cost $141.66 Unrealized
PEG PUBLIC SVC ENTERPRISE GROUP 0.7%
Value ($000) $5,907 Shares 98,869 Est. Cost $29.70 Unrealized +78.0%
ABT ABBOTT LABORATORIES 0.7%
Value ($000) $5,809 Shares 50,107 Est. Cost $46.62 Unrealized +130.1%
TOTL SPDR DOUBLELINE TOTAL RETURNTACT ETF 0.7%
Value ($000) $5,738 Shares 118,550 Est. Cost $49.51 Unrealized
JEPI J P MORGAN EXCHANGE-TRADED FEQUITY PREMIUM 0.7%
Value ($000) $5,648 Shares 93,270 Est. Cost $58.79 Unrealized
UPS UNITED PARCEL SERVICE CL B 0.7%
Value ($000) $5,615 Shares 26,998 Est. Cost $75.48 Unrealized +117.5%
EMR EMERSON ELECTRIC CO 0.6%
Value ($000) $5,450 Shares 56,632 Est. Cost $48.37 Unrealized +76.8%
NUE NUCOR CORP 0.6%
Value ($000) $5,289 Shares 55,142 Est. Cost $39.54 Unrealized +120.0%
ITW ILLINOIS TOOL WORKS INC 0.6%
Value ($000) $5,065 Shares 22,655 Est. Cost $75.08 Unrealized +173.1%
JPST JP MORGAN ULTRA SHORT INC 0.6%
Value ($000) $4,928 Shares 97,120 Est. Cost $50.75 Unrealized
DIS WALT DISNEY CO 0.6%
Value ($000) $4,882 Shares 27,778 Est. Cost $93.99 Unrealized +86.9%
IWS ISHARES RUSSELL MIDCAP VALUE 0.6%
Value ($000) $4,741 Shares 41,232 Est. Cost $74.27 Unrealized
LOW LOWES COMPANIES INC 0.6%
Value ($000) $4,685 Shares 24,152 Est. Cost $75.09 Unrealized +139.1%
IWD ISHARES RUSSELL 1000 VALUE 0.5%
Value ($000) $4,647 Shares 29,301 Est. Cost $105.84 Unrealized
D DOMINION ENERGY INC 0.5%
Value ($000) $4,607 Shares 62,634 Est. Cost $49.63 Unrealized +26.3%
XOM EXXON MOBIL CORP 0.5%
Value ($000) $4,569 Shares 72,431 Est. Cost $55.49 Unrealized -9.8%
GSY INVESCO ACTIVELY MANAGD ETF ULTRA SHRT DUR 0.5%
Value ($000) $4,569 Shares 90,515 Est. Cost $50.44 Unrealized
MCD MCDONALDS CORP 0.5%
Value ($000) $4,375 Shares 18,944 Est. Cost $111.02 Unrealized +88.5%
CVX CHEVRON CORP 0.5%
Value ($000) $4,346 Shares 41,498 Est. Cost $71.85 Unrealized +21.2%
NEE NEXTERA ENERGY INC 0.5%
Value ($000) $4,313 Shares 58,849 Est. Cost $55.84 Unrealized +19.1%
RPV INVESCO S&P 500 PURE VAL ETF 0.5%
Value ($000) $4,275 Shares 55,400 Est. Cost $77.17 Unrealized
SCHA SCHWAB US SMALL CAP ETF 0.5%
Value ($000) $4,213 Shares 40,440 Est. Cost $62.73 Unrealized
NKE NIKE INC CLASS B 0.5%
Value ($000) $4,189 Shares 27,112 Est. Cost $56.71 Unrealized +121.6%
CMCSA COMCAST CORP CLASS A 0.5%
Value ($000) $4,159 Shares 72,936 Est. Cost $31.00 Unrealized +58.3%
CAT CATERPILLAR INC 0.5%
Value ($000) $4,107 Shares 18,874 Est. Cost $99.40 Unrealized +113.1%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.5%
Value ($000) $4,055 Shares 74,654 Est. Cost $41.83 Unrealized
DOW DOW INC 0.5%
Value ($000) $3,939 Shares 62,250 Est. Cost $35.28 Unrealized +44.7%
EFA ISHARES MSCI EAFE ETF 0.5%
Value ($000) $3,930 Shares 49,830 Est. Cost $61.36 Unrealized
CVS CVS HEALTH CORP 0.5%
Value ($000) $3,917 Shares 46,944 Est. Cost $58.46 Unrealized +20.6%
GOOGL ALPHABET INC CLASS A 0.4%
Value ($000) $3,575 Shares 1,464 Est. Cost $63.31 Unrealized +83.1%
SRLN SPDR BLACKSTONE/GSO SENIOR LOAN ETF 0.4%
Value ($000) $3,553 Shares 76,737 Est. Cost $46.07 Unrealized
ADP AUTOMATIC DATA PROCESSING 0.4%
Value ($000) $3,520 Shares 17,723 Est. Cost $66.37 Unrealized +165.6%
AMGN AMGEN INC 0.4%
Value ($000) $3,431 Shares 14,078 Est. Cost $145.89 Unrealized +45.7%
HD HOME DEPOT INC 0.4%
Value ($000) $3,422 Shares 10,732 Est. Cost $121.45 Unrealized +133.7%
USHY ISHARES BROAD USD HIGH YIELDCORP BOND ETF 0.4%
Value ($000) $3,383 Shares 81,085 Est. Cost $41.24 Unrealized
VCSH VANGUARD SHORT TERM CORP BOND ETF 0.4%
Value ($000) $3,283 Shares 39,697 Est. Cost $79.77 Unrealized
GIS GENERAL MILLS INC 0.4%
Value ($000) $3,255 Shares 53,418 Est. Cost $39.73 Unrealized +33.2%
AMZN AMAZON.COM INC 0.4%
Value ($000) $3,254 Shares 946 Est. Cost $110.94 Unrealized +49.8%
OMC OMNICOM GROUP INC 0.4%
Value ($000) $3,230 Shares 40,369 Est. Cost $53.82 Unrealized +28.2%
UNH UNITEDHEALTH GROUP INC 0.4%
Value ($000) $3,192 Shares 7,971 Est. Cost $112.89 Unrealized +226.9%
USB US BANCORP 0.4%
Value ($000) $3,081 Shares 54,084 Est. Cost $31.71 Unrealized +50.5%
SRVR PACER BENCHMARK DATA&INFRAS RE SECTOR ETF 0.4%
Value ($000) $3,031 Shares 75,150 Est. Cost $31.61 Unrealized
CMI CUMMINS INC 0.4%
Value ($000) $2,985 Shares 12,240 Est. Cost $106.00 Unrealized +115.4%
DD DUPONT DE NEMOURS INC 0.4%
Value ($000) $2,983 Shares 38,535 Est. Cost $25.50 Unrealized +20.0%
RTX RAYTHEON TECHNOLOGIES CORP 0.3%
Value ($000) $2,867 Shares 33,611 Est. Cost $54.53 Unrealized +38.9%
PNC PNC FINL SVCS GROUP INC 0.3%
Value ($000) $2,836 Shares 14,867 Est. Cost $96.71 Unrealized +64.1%
PFF ISHARES US PREFERRED STOCK 0.3%
Value ($000) $2,811 Shares 71,456 Est. Cost $37.69 Unrealized
KWEB KRANESHARES CHINA INTERNET 0.3%
Value ($000) $2,775 Shares 39,765 Est. Cost $64.46 Unrealized
PREF PRINCIPAL SPECTRUM PFD SEC 0.3%
Value ($000) $2,710 Shares 130,780 Est. Cost $29.10 Unrealized
XHB SPDR SERIES TRUST S&P HOMEBUILD 0.3%
Value ($000) $2,698 Shares 36,825 Est. Cost $70.37 Unrealized
ETFMG PRIME MOBILE PAYMENTS 0.3%
Value ($000) $2,607 Shares 37,015 Est. Cost $43.20 Unrealized
QCOM QUALCOMM INC 0.3%
Value ($000) $2,567 Shares 17,954 Est. Cost $76.91 Unrealized +58.8%
BOTZ GLOBAL X ROBOTICS & AI ETF 0.3%
Value ($000) $2,464 Shares 70,515 Est. Cost $21.75 Unrealized
NSC NORFOLK SOUTHERN CORP 0.3%
Value ($000) $2,445 Shares 9,213 Est. Cost $105.60 Unrealized +137.0%
LDUR PIMCO ENHANCED LOW DURATION 0.3%
Value ($000) $2,136 Shares 21,000 Est. Cost $102.11 Unrealized
V VISA INC CLASS A 0.3%
Value ($000) $2,133 Shares 9,119 Est. Cost $114.71 Unrealized +92.7%
HON HONEYWELL INTL INC 0.3%
Value ($000) $2,119 Shares 9,660 Est. Cost $113.06 Unrealized +70.0%
TFC TRUIST FINANCIAL CORP 0.2%
Value ($000) $2,110 Shares 38,017 Est. Cost $38.68 Unrealized +21.7%
SYY SYSCO CORP 0.2%
Value ($000) $2,092 Shares 26,914 Est. Cost $33.25 Unrealized +114.5%
QQQ INVESCO QQQ TRUST 0.2%
Value ($000) $2,019 Shares 5,697 Est. Cost $244.42 Unrealized
NBTB NBT BANCORP INC 0.2%
Value ($000) $1,993 Shares 55,395 Est. Cost $29.52 Unrealized +31.0%
CSX CSX CORP 0.2%
Value ($000) $1,944 Shares 60,618 Est. Cost $27.34 Unrealized +13.2%
PPL PPL CORP 0.2%
Value ($000) $1,943 Shares 69,490 Est. Cost $22.97 Unrealized +5.7%
INDS PACER BNCHMRK INDSTR RE SCTR 0.2%
Value ($000) $1,923 Shares 44,570 Est. Cost $37.69 Unrealized
IEUR ISHARES CORE MSCI EUROPE ETF 0.2%
Value ($000) $1,921 Shares 33,545 Est. Cost $57.27 Unrealized
GD GENERAL DYNAMICS CORP 0.2%
Value ($000) $1,894 Shares 10,058 Est. Cost $133.05 Unrealized +28.4%
CB CHUBB LTD 0.2%
Value ($000) $1,893 Shares 11,907 Est. Cost $108.04 Unrealized +43.7%
XLE ENERGY SELECT SECTOR SPDR 0.2%
Value ($000) $1,867 Shares 34,677 Est. Cost $41.03 Unrealized
SYK STRYKER CORP 0.2%
Value ($000) $1,864 Shares 7,179 Est. Cost $106.03 Unrealized +129.7%
KMB KIMBERLY CLARK CORP 0.2%
Value ($000) $1,843 Shares 13,777 Est. Cost $99.92 Unrealized +12.5%
AMT AMERICAN TOWER CORP 0.2%
Value ($000) $1,841 Shares 6,815 Est. Cost $203.18 Unrealized +8.9%
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.2%
Value ($000) $1,818 Shares 11,743 Est. Cost $81.14 Unrealized
HYBB ISHARES BB RATED CRP BND ETF 0.2%
Value ($000) $1,804 Shares 34,450 Est. Cost $52.35 Unrealized
AMCOR PLC 0.2%
Value ($000) $1,796 Shares 156,719 Est. Cost $8.48 Unrealized +15.9%
VRP INVESCO VARIABLE RATE PFD 0.2%
Value ($000) $1,725 Shares 65,600 Est. Cost $24.85 Unrealized
VGT VANGUARD INFO TECH ETF 0.2%
Value ($000) $1,690 Shares 4,239 Est. Cost $188.16 Unrealized
ALB ALBEMARLE CORP 0.2%
Value ($000) $1,680 Shares 9,970 Est. Cost $77.10 Unrealized +97.9%
MINT PIMCO ENHANCED SHORT MATURE ACTIVE ETF 0.2%
Value ($000) $1,653 Shares 16,206 Est. Cost $101.97 Unrealized
UNP UNION PACIFIC CORP 0.2%
Value ($000) $1,643 Shares 7,472 Est. Cost $138.71 Unrealized +44.5%
GLD SPDR GOLD SHARES 0.2%
Value ($000) $1,571 Shares 9,487 Est. Cost $126.59 Unrealized
CL COLGATE PALMOLIVE CO 0.2%
Value ($000) $1,559 Shares 19,159 Est. Cost $56.11 Unrealized +30.8%
RY ROYAL BANK OF CANADA 0.2%
Value ($000) $1,548 Shares 15,279 Est. Cost $73.81 Unrealized +34.3%
EXC EXELON CORP 0.2%
Value ($000) $1,512 Shares 34,112 Est. Cost $17.67 Unrealized +54.8%
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $1,510 Shares 9,135 Est. Cost $75.29 Unrealized +96.4%
CHRW C H ROBINSON WORLDWIDE INC 0.2%
Value ($000) $1,455 Shares 15,529 Est. Cost $58.74 Unrealized +48.5%
BAC BANK OF AMERICA CORPORATION 0.2%
Value ($000) $1,449 Shares 35,150 Est. Cost $20.58 Unrealized +77.7%
MTB M & T BANK CORP 0.2%
Value ($000) $1,445 Shares 9,941 Est. Cost $92.10 Unrealized +46.1%
BRK/B BERKSHIRE HATHAWAY INC B 0.2%
Value ($000) $1,435 Shares 5,165 Est. Cost $175.99 Unrealized +58.8%
KBA KRANESHARES BOSERA MSCI CHINA A ETF 0.2%
Value ($000) $1,435 Shares 30,000 Est. Cost $45.42 Unrealized
GILD GILEAD SCIENCES INC 0.2%
Value ($000) $1,421 Shares 20,637 Est. Cost $57.10 Unrealized -2.2%
MTD METTLER-TOLEDO INTL 0.2%
Value ($000) $1,385 Shares 1,000 Est. Cost $722.02 Unrealized +78.6%
SBUX STARBUCKS CORP 0.2%
Value ($000) $1,376 Shares 12,309 Est. Cost $56.99 Unrealized +78.4%
TRV TRAVELERS COMPANIES INC 0.2%
Value ($000) $1,333 Shares 8,905 Est. Cost $107.84 Unrealized +31.0%
DHS WISDOMTREE US HIGH DIVIDEND ETF 0.2%
Value ($000) $1,333 Shares 17,042 Est. Cost $63.62 Unrealized
AEP AMERICAN ELECTRIC POWER CO 0.2%
Value ($000) $1,330 Shares 15,722 Est. Cost $56.65 Unrealized +28.4%
IWM ISHARES RUSSELL 2000 ETF 0.2%
Value ($000) $1,322 Shares 5,765 Est. Cost $143.82 Unrealized
VNQ VANGUARD REIT ETF 0.2%
Value ($000) $1,294 Shares 12,713 Est. Cost $78.77 Unrealized
GOOG ALPHABET INC CLASS C 0.2%
Value ($000) $1,283 Shares 512 Est. Cost $61.06 Unrealized +93.7%
APD AIR PRODUCTS & CHEMICALS INC 0.2%
Value ($000) $1,275 Shares 4,432 Est. Cost $161.68 Unrealized +61.3%
GLW CORNING INC 0.2%
Value ($000) $1,275 Shares 31,175 Est. Cost $22.18 Unrealized +72.7%
XLK TECHNOLOGY SELECT SECTOR SPDR ETF 0.1%
Value ($000) $1,258 Shares 8,518 Est. Cost $68.53 Unrealized
BDX BECTON DICKINSON AND COMPANY 0.1%
Value ($000) $1,250 Shares 5,140 Est. Cost $128.19 Unrealized +73.3%
SO SOUTHERN COMPANY 0.1%
Value ($000) $1,217 Shares 20,112 Est. Cost $39.71 Unrealized +35.4%
BND VANGUARD TOTAL BOND MRKT ETF 0.1%
Value ($000) $1,205 Shares 14,031 Est. Cost $82.83 Unrealized
GUNR FLEXSHARES GLOBAL UPSTREAM NATURAL RESOURCES 0.1%
Value ($000) $1,187 Shares 31,000 Est. Cost $35.70 Unrealized
LLY ELI LILLY AND COMPANY 0.1%
Value ($000) $1,159 Shares 5,052 Est. Cost $97.15 Unrealized +97.5%
PSX PHILLIPS 66 0.1%
Value ($000) $1,135 Shares 13,225 Est. Cost $55.09 Unrealized +28.1%
XLB MATERIALS SELECT SECTOR SPDR 0.1%
Value ($000) $1,117 Shares 13,572 Est. Cost $55.61 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $1,086 Shares 2,154 Est. Cost $275.12 Unrealized +69.4%
TGT TARGET CORP 0.1%
Value ($000) $1,068 Shares 4,420 Est. Cost $51.68 Unrealized +270.6%
COP CONOCOPHILLIPS 0.1%
Value ($000) $1,019 Shares 16,742 Est. Cost $47.42 Unrealized -0.5%
BSV VANGUARD SHORT TERM BOND ETF 0.1%
Value ($000) $1,002 Shares 12,194 Est. Cost $80.50 Unrealized
HSY HERSHEY CO 0.1%
Value ($000) $962 Shares 5,523 Est. Cost $102.74 Unrealized +46.6%
DMLP DORCHESTER MINERALS LP 0.1%
Value ($000) $959 Shares 56,922 Est. Cost $12.78 Unrealized
EFX EQUIFAX INC 0.1%
Value ($000) $958 Shares 4,000 Est. Cost $132.13 Unrealized +63.7%
SRE SEMPRA ENERGY 0.1%
Value ($000) $955 Shares 7,211 Est. Cost $43.88 Unrealized +34.1%
TD TORONTO DOMINION BANK 0.1%
Value ($000) $950 Shares 13,556 Est. Cost $46.05 Unrealized +51.9%
IVW ISHARES S&P 500 GROWTH ETF 0.1%
Value ($000) $941 Shares 12,940 Est. Cost $87.05 Unrealized
AME AMETEK INC 0.1%
Value ($000) $935 Shares 7,000 Est. Cost $90.92 Unrealized +42.9%
VOO VANGUARD S&P 500 ETF 0.1%
Value ($000) $899 Shares 2,285 Est. Cost $249.79 Unrealized
IVE ISHARES S&P 500 VALUE ETF 0.1%
Value ($000) $876 Shares 5,927 Est. Cost $106.87 Unrealized
VIS VANGUARD INDUSTRIALS ETF 0.1%
Value ($000) $864 Shares 4,400 Est. Cost $106.82 Unrealized
VFC VF CORP 0.1%
Value ($000) $858 Shares 10,458 Est. Cost $59.68 Unrealized +39.7%
GDX VANECK VECTORS GOLD MINERS ETF 0.1%
Value ($000) $855 Shares 25,160 Est. Cost $25.15 Unrealized
ELV ANTHEM INC 0.1%
Value ($000) $851 Shares 2,230 Est. Cost $116.13 Unrealized +208.8%
BAX BAXTER INTERNATIONAL INC 0.1%
Value ($000) $847 Shares 10,525 Est. Cost $68.02 Unrealized +11.3%
MDT MEDTRONIC PLC 0.1%
Value ($000) $846 Shares 6,819 Est. Cost $66.71 Unrealized +64.1%
ORCL ORACLE CORP 0.1%
Value ($000) $842 Shares 10,822 Est. Cost $39.64 Unrealized +85.7%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $828 Shares 2,191 Est. Cost $262.69 Unrealized +28.9%
FAST FASTENAL CO 0.1%
Value ($000) $823 Shares 15,832 Est. Cost $12.49 Unrealized +86.5%
MDLZ MONDELEZ INTL INC CL A 0.1%
Value ($000) $814 Shares 13,034 Est. Cost $44.83 Unrealized +21.8%
VFH VANGUARD FINANCIALS ETF 0.1%
Value ($000) $795 Shares 8,793 Est. Cost $49.70 Unrealized
SPYV SPDR PORTFOLIO S&P 500 VALUE 0.1%
Value ($000) $761 Shares 19,250 Est. Cost $29.26 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.1%
Value ($000) $752 Shares 14,605 Est. Cost $38.77 Unrealized
SPYG SPDR PORTFOLIO S&P500 GROWTH 0.1%
Value ($000) $737 Shares 11,710 Est. Cost $36.33 Unrealized
BHP BHP GROUP LTD ADR 0.1%
Value ($000) $734 Shares 10,080 Est. Cost $44.58 Unrealized
NVS NOVARTIS AG ADR 0.1%
Value ($000) $730 Shares 8,006 Est. Cost $90.73 Unrealized
MCK MCKESSON CORP 0.1%
Value ($000) $720 Shares 3,766 Est. Cost $161.50 Unrealized +16.5%
PKB INVESCO DYNAMIC BLDNG CONSTR 0.1%
Value ($000) $700 Shares 14,113 Est. Cost $49.60 Unrealized
IEF ISHARES 7-10 YEAR TSY BOND 0.1%
Value ($000) $699 Shares 6,050 Est. Cost $112.47 Unrealized
RIO RIO TINTO PLC ADR 0.1%
Value ($000) $699 Shares 8,335 Est. Cost $66.69 Unrealized
PHYS SPROTT PHYSICAL GOLD TRUST 0.1%
Value ($000) $675 Shares 48,113 Est. Cost $14.31 Unrealized
ADBE ADOBE INC 0.1%
Value ($000) $657 Shares 1,122 Est. Cost $340.55 Unrealized +51.4%
ZBH ZIMMER HOLDINGS INC 0.1%
Value ($000) $643 Shares 4,000 Est. Cost $131.26 Unrealized +18.7%
BLACKROCK INC 0.1%
Value ($000) $621 Shares 710 Est. Cost $539.95 Unrealized
MS MORGAN STANLEY 0.1%
Value ($000) $614 Shares 6,697 Est. Cost $36.53 Unrealized +101.7%
ESGE ISHARES ESG MSCI EM ETF 0.1%
Value ($000) $611 Shares 13,530 Est. Cost $36.82 Unrealized
DUK DUKE ENERGY CORP 0.1%
Value ($000) $578 Shares 5,853 Est. Cost $58.63 Unrealized +43.1%
BA BOEING COMPANY 0.1%
Value ($000) $574 Shares 2,397 Est. Cost $131.15 Unrealized +84.3%
STZ CONSTELLATION BRANDS INC CLASS A 0.1%
Value ($000) $567 Shares 2,425 Est. Cost $137.47 Unrealized +58.2%
DG DOLLAR GENERAL CORP 0.1%
Value ($000) $565 Shares 2,610 Est. Cost $104.23 Unrealized +87.6%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $549 Shares 5,537 Est. Cost $60.21 Unrealized +26.9%
TMP TOMPKINS FINANCIAL CORP 0.1%
Value ($000) $539 Shares 6,950 Est. Cost $46.77 Unrealized +44.2%
IJK ISHARES S&P MIDCAP 400 GROWTH ETF 0.1%
Value ($000) $533 Shares 6,580 Est. Cost $97.04 Unrealized
CANADIAN PACIFIC RAILWAY LTD 0.1%
Value ($000) $492 Shares 6,400 Est. Cost $108.55 Unrealized
ROK ROCKWELL AUTOMATION INC 0.1%
Value ($000) $479 Shares 1,675 Est. Cost $181.80 Unrealized +37.0%
PPG PPG INDUSTRIES INC 0.1%
Value ($000) $478 Shares 2,817 Est. Cost $93.16 Unrealized +67.8%
FSLR FIRST SOLAR, INC. 0.1%
Value ($000) $453 Shares 5,000 Est. Cost $79.13 Unrealized 0.0%
GENERAL ELECTRIC CO 0.1%
Value ($000) $437 Shares 32,487 Est. Cost $25.83 Unrealized
FIS FIDELITY NATL INFORMATION SV 0.1%
Value ($000) $425 Shares 3,000 Est. Cost $118.59 Unrealized +12.4%
ESGD ISHARES ESG MSCI EAFE ETF 0.0%
Value ($000) $420 Shares 5,320 Est. Cost $63.49 Unrealized
SWK STANLEY BLACK & DECKER INC 0.0%
Value ($000) $410 Shares 2,000 Est. Cost $69.48 Unrealized +154.2%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $401 Shares 8,249 Est. Cost $17.13 Unrealized +145.0%
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $392 Shares 5,465 Est. Cost $43.22 Unrealized +50.8%
WTRG ESSENTIAL UTILITIES INC 0.0%
Value ($000) $387 Shares 8,474 Est. Cost $47.17 Unrealized -0.5%
XLV HEALTH CARE SELECT SECTOR SPDR ETF 0.0%
Value ($000) $380 Shares 3,020 Est. Cost $100.84 Unrealized
MO ALTRIA GROUP INC 0.0%
Value ($000) $378 Shares 7,916 Est. Cost $28.32 Unrealized +20.0%
XLU UTILITIES SELECT SECTOR SPDR 0.0%
Value ($000) $376 Shares 5,947 Est. Cost $59.23 Unrealized
CI CIGNA CORP 0.0%
Value ($000) $375 Shares 1,580 Est. Cost $178.56 Unrealized +28.7%
XLY CONSUMER DISCRET SEL SECT SPDR ETF 0.0%
Value ($000) $372 Shares 2,087 Est. Cost $133.14 Unrealized
WM WASTE MANAGEMENT INC 0.0%
Value ($000) $371 Shares 2,642 Est. Cost $90.91 Unrealized +41.4%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $369 Shares 900 Est. Cost $206.56 Unrealized +79.1%
TJX TJX COMPANIES 0.0%
Value ($000) $365 Shares 5,421 Est. Cost $44.39 Unrealized +43.4%
MA MASTERCARD INC CLASS A 0.0%
Value ($000) $363 Shares 995 Est. Cost $201.80 Unrealized +79.5%
ECL ECOLAB INC 0.0%
Value ($000) $346 Shares 1,684 Est. Cost $149.57 Unrealized +38.0%
ACWX ISHARES MSCI ACWI EX US ETF 0.0%
Value ($000) $345 Shares 6,000 Est. Cost $50.34 Unrealized
VGIT VANGUARD INTERM-TERM GOVT BDETF 0.0%
Value ($000) $343 Shares 5,055 Est. Cost $64.33 Unrealized
OGN ORGANON & CO 0.0%
Value ($000) $340 Shares 11,245 Est. Cost $26.93 Unrealized 0.0%
XLP CONSUMER STAPLES SECTOR SPDR 0.0%
Value ($000) $333 Shares 4,757 Est. Cost $61.21 Unrealized
ROP ROPER INDS INC 0.0%
Value ($000) $329 Shares 700 Est. Cost $333.07 Unrealized +29.1%
EMN EASTMAN CHEMICAL CO 0.0%
Value ($000) $327 Shares 2,800 Est. Cost $51.71 Unrealized +96.3%
CTVA CORTEVA INC 0.0%
Value ($000) $318 Shares 7,185 Est. Cost $25.02 Unrealized +75.5%
ICLN ISHARES GLOBAL CLEAN ENERGY 0.0%
Value ($000) $315 Shares 13,420 Est. Cost $24.29 Unrealized
EWC ISHARES MSCI CANADA ETF 0.0%
Value ($000) $315 Shares 8,459 Est. Cost $28.90 Unrealized
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $314 Shares 3,835 Est. Cost $47.48 Unrealized +51.0%
AWK AMERICAN WATER WORKS CO INC 0.0%
Value ($000) $308 Shares 2,000 Est. Cost $108.05 Unrealized +31.5%
TRP TC ENERGY CORP 0.0%
Value ($000) $307 Shares 6,200 Est. Cost $34.25 Unrealized +14.9%
ETN EATON CORP PLC 0.0%
Value ($000) $304 Shares 2,048 Est. Cost $78.56 Unrealized +70.5%
MFC MANULIFE FINL CORP 0.0%
Value ($000) $295 Shares 15,000 Est. Cost $15.95 Unrealized +31.3%
NWFL NORWOOD FINANCIAL CORP 0.0%
Value ($000) $280 Shares 10,767 Est. Cost $29.61 Unrealized -13.7%
BIIB BIOGEN INC 0.0%
Value ($000) $277 Shares 800 Est. Cost $264.15 Unrealized +14.7%
LQD ISHARES IBOXX $ INVMT GRADE CORP BOND ETF 0.0%
Value ($000) $277 Shares 2,061 Est. Cost $122.30 Unrealized
WMB WILLIAMS COMPANIES INC 0.0%
Value ($000) $265 Shares 10,000 Est. Cost $20.43 Unrealized 0.0%
STT STATE STREET CORP 0.0%
Value ($000) $250 Shares 3,038 Est. Cost $60.58 Unrealized +19.6%
VBR VANGUARD SMALLCAP VALUE ETF 0.0%
Value ($000) $243 Shares 1,400 Est. Cost $108.04 Unrealized
NYF ISHARES NEW YORK MUNI BOND 0.0%
Value ($000) $238 Shares 4,079 Est. Cost $57.58 Unrealized
VB VANGUARD SMALLCAP ETF 0.0%
Value ($000) $234 Shares 1,038 Est. Cost $122.15 Unrealized
XLC SELECT SECTOR SPDR TR COMMUNICATION 0.0%
Value ($000) $230 Shares 2,842 Est. Cost $64.78 Unrealized
TT TRANE TECHNOLOGIES PLC 0.0%
Value ($000) $229 Shares 1,242 Est. Cost $93.73 Unrealized +79.2%
NVDA NVIDIA CORPORATION 0.0%
Value ($000) $228 Shares 285 Est. Cost $8.99 Unrealized +77.9%
EEM ISHARES MSCI EMERGING MKTS ETF 0.0%
Value ($000) $212 Shares 3,833 Est. Cost $42.12 Unrealized
VXUS VANGUARD TOTAL INTL STOCK ETF 0.0%
Value ($000) $211 Shares 3,212 Est. Cost $53.78 Unrealized
NFG NATIONAL FUEL GAS COMPANY 0.0%
Value ($000) $208 Shares 3,966 Est. Cost $58.82 Unrealized -11.8%
VLY VALLEY NATL BANCORP 0.0%
Value ($000) $206 Shares 15,356 Est. Cost $11.65 Unrealized +19.9%
AEE AMEREN CORPORATION 0.0%
Value ($000) $200 Shares 2,498 Est. Cost $29.40 Unrealized +148.2%
META FACEBOOK INC CLASS A 0.0%
Value ($000) $192 Shares 553 Est. Cost $160.72 Unrealized +98.2%
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $190 Shares 5,918 Est. Cost $58.56 Unrealized -52.6%
STERICYCLE INC 0.0%
Value ($000) $172 Shares 2,400 Est. Cost $63.75 Unrealized
CHD CHURCH & DWIGHT CO INC 0.0%
Value ($000) $170 Shares 2,000 Est. Cost $66.06 Unrealized +24.0%
EIX EDISON INTL 0.0%
Value ($000) $167 Shares 2,887 Est. Cost $49.92 Unrealized -5.5%
VO VANGUARD MIDCAP ETF 0.0%
Value ($000) $166 Shares 698 Est. Cost $123.76 Unrealized
PNW PINNACLE WEST CPTL CORP 0.0%
Value ($000) $164 Shares 2,000 Est. Cost $42.74 Unrealized +61.3%
VUG VANGUARD GROWTH ETF 0.0%
Value ($000) $163 Shares 570 Est. Cost $167.24 Unrealized
IWR ISHARES RUSSELL MIDCAP ETF 0.0%
Value ($000) $160 Shares 2,016 Est. Cost $69.39 Unrealized
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $158 Shares 435 Est. Cost $175.54 Unrealized +90.1%
BCE BCE INC 0.0%
Value ($000) $158 Shares 3,200 Est. Cost $28.42 Unrealized +23.3%
VTRS VIATRIS INC 0.0%
Value ($000) $156 Shares 10,901 Est. Cost $13.33 Unrealized -11.0%
BK BANK OF NEW YORK MELLON CORP 0.0%
Value ($000) $152 Shares 2,964 Est. Cost $30.03 Unrealized +46.0%
THOMSON REUTERS CORP 0.0%
Value ($000) $149 Shares 1,500 Est. Cost $64.49 Unrealized
VYM VANGUARD HIGH DIVIDEND YIELD 0.0%
Value ($000) $142 Shares 1,356 Est. Cost $81.14 Unrealized
TM TOYOTA MOTOR CORP 0.0%
Value ($000) $140 Shares 800 Est. Cost $136.26 Unrealized
DHR DANAHER CORP 0.0%
Value ($000) $138 Shares 515 Est. Cost $125.80 Unrealized +72.6%
KLAC KLA CORPORATION 0.0%
Value ($000) $133 Shares 410 Est. Cost $160.31 Unrealized +90.2%
XBI SPDR S&P BIOTECH ETF 0.0%
Value ($000) $133 Shares 980 Est. Cost $111.76 Unrealized
IGSB ISHARES SHORT TERM CORP BOND 0.0%
Value ($000) $129 Shares 2,353 Est. Cost $77.37 Unrealized
AROW ARROW FINANCIAL CORPORATION 0.0%
Value ($000) $129 Shares 3,592 Est. Cost $16.01 Unrealized +79.5%
HYG ISHARES IBOXX $ HIGH YIELD CORP BOND ETF 0.0%
Value ($000) $128 Shares 1,460 Est. Cost $84.90 Unrealized
ENB ENBRIDGE INC 0.0%
Value ($000) $126 Shares 3,148 Est. Cost $21.58 Unrealized +32.7%
PAYX PAYCHEX INC 0.0%
Value ($000) $126 Shares 1,175 Est. Cost $54.46 Unrealized +62.1%
EOG EOG RESOURCES INC 0.0%
Value ($000) $126 Shares 1,501 Est. Cost $66.95 Unrealized -6.1%
XLF SPDR FINANCIAL SELECT SECTOR 0.0%
Value ($000) $124 Shares 3,382 Est. Cost $30.59 Unrealized
MKL MARKEL CORPORATION 0.0%
Value ($000) $119 Shares 100 Est. Cost $1138.97 Unrealized +5.2%
COOPER COMPANIES INC 0.0%
Value ($000) $119 Shares 300 Est. Cost $320.00 Unrealized
WTM WHITE MTNS INS GROUP LTD 0.0%
Value ($000) $115 Shares 100 Est. Cost $1090.77 Unrealized +7.0%
CRM SALESFORCE.COM INC 0.0%
Value ($000) $111 Shares 454 Est. Cost $182.96 Unrealized +24.5%
SPTI SPDR INTERMEDIATE TREASURY 0.0%
Value ($000) $110 Shares 3,390 Est. Cost $48.23 Unrealized
HDV ISHARES CORE HIGH DIVIDEND 0.0%
Value ($000) $109 Shares 1,130 Est. Cost $76.71 Unrealized
XLI SPDR INDUSTRIALS (XLI) 0.0%
Value ($000) $106 Shares 1,040 Est. Cost $100.40 Unrealized
ZBRA ZEBRA TECHNOLOGIES CORP CL A 0.0%
Value ($000) $106 Shares 200 Est. Cost $336.52 Unrealized +48.1%
EMNT PIMCO ENHANCED SHORT MAT ESG 0.0%
Value ($000) $101 Shares 1,000 Est. Cost $101.00 Unrealized
GSST GOLDMAN SACHS ACCESS ULTRAST 0.0%
Value ($000) $101 Shares 2,000 Est. Cost $50.50 Unrealized
VUSB VANGUARD ULTRA SHORT TERM 0.0%
Value ($000) $100 Shares 2,000 Est. Cost $50.00 Unrealized
IGIB ISHARES INTERMEDIATE CREDIT BOND ETF 0.0%
Value ($000) $97 Shares 1,596 Est. Cost $64.85 Unrealized
KHC KRAFT HEINZ COMPANY 0.0%
Value ($000) $95 Shares 2,333 Est. Cost $35.53 Unrealized -4.8%
VPU VANGUARD UTILITIES ETF 0.0%
Value ($000) $94 Shares 680 Est. Cost $103.21 Unrealized
SPDR GOLD MINISHARES 0.0%
Value ($000) $89 Shares 5,065 Est. Cost $18.30 Unrealized
BLACKROCK INCOME TR INC 0.0%
Value ($000) $88 Shares 13,958 Est. Cost $6.04 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $86 Shares 1,625 Est. Cost $75.14 Unrealized
PEOPLES UNITED FINANCIAL INC 0.0%
Value ($000) $86 Shares 5,000 Est. Cost $16.67 Unrealized
NGG NATIONAL GRID PLC ADR 0.0%
Value ($000) $85 Shares 1,323 Est. Cost $63.88 Unrealized
DVY ISHARES SELECT DIVIDEND ETF 0.0%
Value ($000) $83 Shares 710 Est. Cost $80.55 Unrealized
VOE VANGUARD MIDCAP VALUE ETF 0.0%
Value ($000) $82 Shares 579 Est. Cost $119.71 Unrealized
BNTX BIONTECH SE ADR 0.0%
Value ($000) $79 Shares 350 Est. Cost $62.45 Unrealized
TDY TELEDYNE TECHNOLOGIES INC 0.0%
Value ($000) $78 Shares 187 Est. Cost $88.71 Unrealized +378.8%
VHT VANGUARD HEALTH CARE ETF 0.0%
Value ($000) $78 Shares 317 Est. Cost $169.09 Unrealized
BROOKFIELD ASSET MGMT INC CLASS A 0.0%
Value ($000) $78 Shares 1,525 Est. Cost $31.91 Unrealized
GAP GAP INC 0.0%
Value ($000) $77 Shares 2,300 Est. Cost $22.43 Unrealized +22.3%
QUAL ISHARES EDGE MSCI USA QUALITY FACTOR ETF 0.0%
Value ($000) $73 Shares 550 Est. Cost $119.34 Unrealized
VOT VANGUARD MIDCAP GROWTH ETF 0.0%
Value ($000) $73 Shares 309 Est. Cost $158.29 Unrealized
PAYC PAYCOM SOFTWARE INC 0.0%
Value ($000) $73 Shares 200 Est. Cost $231.95 Unrealized +49.8%
L LOEWS CORP 0.0%
Value ($000) $71 Shares 1,300 Est. Cost $35.50 Unrealized +55.1%
DE DEERE & COMPANY 0.0%
Value ($000) $70 Shares 200 Est. Cost $126.84 Unrealized +170.3%
SLV ISHARES SILVER TRUST 0.0%
Value ($000) $68 Shares 2,817 Est. Cost $15.50 Unrealized
IQV IQVIA HLDGS INC 0.0%
Value ($000) $67 Shares 275 Est. Cost $127.87 Unrealized +80.6%
MGA MAGNA INTERNATIONAL INC 0.0%
Value ($000) $67 Shares 720 Est. Cost $38.61 Unrealized +111.8%
LIBERTY ALL STAR EQUITY FD 0.0%
Value ($000) $65 Shares 7,208 Est. Cost $6.80 Unrealized
FDX FEDEX CORP 0.0%
Value ($000) $64 Shares 215 Est. Cost $159.37 Unrealized +69.6%
SJNK SPDR BBB SHORT TERM HIGH YIELD BOND ETF 0.0%
Value ($000) $63 Shares 2,300 Est. Cost $27.23 Unrealized
IQLT ISHARES MSCI INTL QUALITY FACTOR ETF 0.0%
Value ($000) $62 Shares 1,600 Est. Cost $36.25 Unrealized
FBIN FORTUNE BRANDS HOME & SEC 0.0%
Value ($000) $60 Shares 600 Est. Cost $57.83 Unrealized +40.6%
SU SUNCOR ENERGY INC 0.0%
Value ($000) $60 Shares 2,500 Est. Cost $22.42 Unrealized -14.8%
BP BP PLC ADR 0.0%
Value ($000) $60 Shares 2,260 Est. Cost $38.77 Unrealized
BLACKROCK ENHANCED EQT DIV 0.0%
Value ($000) $58 Shares 5,703 Est. Cost $9.29 Unrealized
TOTAL SA ADR 0.0%
Value ($000) $57 Shares 1,265 Est. Cost $50.95 Unrealized
ROYAL DUTCH SHELL PLC CL A 0.0%
Value ($000) $56 Shares 1,370 Est. Cost $66.33 Unrealized
WY WEYERHAEUSER CO 0.0%
Value ($000) $55 Shares 1,600 Est. Cost $18.15 Unrealized +68.2%
NUVEEN AMT FREE MUNI CR INC 0.0%
Value ($000) $54 Shares 3,000 Est. Cost $16.73 Unrealized
IR INGERSOLL RAND INC 0.0%
Value ($000) $53 Shares 1,095 Est. Cost $31.60 Unrealized +54.5%
PFIS PEOPLES FINL SVCS CORP 0.0%
Value ($000) $52 Shares 1,218 Est. Cost $33.02 Unrealized +8.4%
SUI SUN COMMUNITIES INC 0.0%
Value ($000) $52 Shares 301 Est. Cost $77.88 Unrealized
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.0%
Value ($000) $50 Shares 160 Est. Cost $193.80 Unrealized
OKTA OKTA INC CL A 0.0%
Value ($000) $49 Shares 200 Est. Cost $115.13 Unrealized +109.6%
LINDE PLC 0.0%
Value ($000) $48 Shares 166 Est. Cost $156.38 Unrealized
MRNA MODERNA INC 0.0%
Value ($000) $47 Shares 200 Est. Cost $69.72 Unrealized +156.3%
COST COSTCO 0.0%
Value ($000) $46 Shares 115 Est. Cost $169.20 Unrealized +112.2%
ALLE ALLEGION PLC 0.0%
Value ($000) $46 Shares 331 Est. Cost $63.16 Unrealized +103.5%
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $45 Shares 120 Est. Cost $24.33 Unrealized +143.5%
ESGU ISHARES TR ESG MSCI USA ETF (ESGU) 0.0%
Value ($000) $44 Shares 448 Est. Cost $79.46 Unrealized
SLQD ISHARES 0-5 YR INVMT GR CORP 0.0%
Value ($000) $43 Shares 835 Est. Cost $50.17 Unrealized
IXJ ISHARES GLOBAL HEALTHCARE 0.0%
Value ($000) $43 Shares 520 Est. Cost $73.27 Unrealized
PRU PRUDENTIAL FINANCIAL INC 0.0%
Value ($000) $41 Shares 395 Est. Cost $53.73 Unrealized +52.2%
F FORD MOTOR COMPANY 0.0%
Value ($000) $39 Shares 2,616 Est. Cost $6.15 Unrealized +64.0%
IWN ISHARES RUSSELL 2000 VALUE 0.0%
Value ($000) $35 Shares 209 Est. Cost $119.62 Unrealized
PAA PLAINS ALL AMERICAN PIPELINE 0.0%
Value ($000) $34 Shares 3,000 Est. Cost $9.00 Unrealized
SIRIUS XM HOLDINGS INC 0.0%
Value ($000) $33 Shares 5,000 Est. Cost $5.80 Unrealized
PAVMED INC 0.0%
Value ($000) $32 Shares 5,000 Est. Cost $2.20 Unrealized
EL ESTEE LAUDER COMP INC CL A 0.0%
Value ($000) $32 Shares 100 Est. Cost $165.58 Unrealized +70.8%
KEY KEYCORP 0.0%
Value ($000) $31 Shares 1,500 Est. Cost $9.30 Unrealized +85.7%
PBW INVESCO EXCHANGE TRADED FD TR WILDERHIL CLAN 0.0%
Value ($000) $30 Shares 323 Est. Cost $40.25 Unrealized
OHI OMEGA HEALTHCARE INV INC 0.0%
Value ($000) $30 Shares 827 Est. Cost $31.64 Unrealized
VBI VACCINES INC 0.0%
Value ($000) $28 Shares 8,500 Est. Cost $3.07 Unrealized
AIM IMMUNOTECH INC 0.0%
Value ($000) $28 Shares 13,226 Est. Cost $2.27 Unrealized
NUVEEN AMT FREE QLTY MUN INC 0.0%
Value ($000) $27 Shares 1,750 Est. Cost $15.13 Unrealized
JACOBS ENGR GROUP INC. 0.0%
Value ($000) $26 Shares 194 Est. Cost $82.47 Unrealized
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.0%
Value ($000) $26 Shares 350 Est. Cost $73.90 Unrealized
EPD ENTERPRISE PRODS PARTNERS LP 0.0%
Value ($000) $26 Shares 1,098 Est. Cost $22.78 Unrealized
IBB ISHARES NASDAQ BIOTECHNOLOGYETF 0.0%
Value ($000) $25 Shares 150 Est. Cost $138.80 Unrealized
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $25 Shares 655 Est. Cost $13.89 Unrealized +141.1%
BLACKROCK FLOAT RATE STRAT 0.0%
Value ($000) $24 Shares 1,800 Est. Cost $12.78 Unrealized
HYXF ISHARES ESG ADV HIGH YIELD 0.0%
Value ($000) $24 Shares 450 Est. Cost $51.97 Unrealized
VLO VALERO ENERGY CORP 0.0%
Value ($000) $23 Shares 300 Est. Cost $42.61 Unrealized +54.9%
ALL THE ALLSTATE CORPORATION 0.0%
Value ($000) $23 Shares 175 Est. Cost $59.63 Unrealized +93.4%
OKE ONEOK INC 0.0%
Value ($000) $22 Shares 394 Est. Cost $32.05 Unrealized +28.8%
TS TENARIS SA ADR 0.0%
Value ($000) $22 Shares 1,000 Est. Cost $30.06 Unrealized
VGLT VANGUARD LONG TERM TREASURY 0.0%
Value ($000) $21 Shares 245 Est. Cost $97.84 Unrealized
MPC MARATHON PETROLEUM CORP 0.0%
Value ($000) $21 Shares 344 Est. Cost $36.03 Unrealized +45.1%
INFU INFUSYSTEMS HOLDINGS INC 0.0%
Value ($000) $21 Shares 1,000 Est. Cost $3.18 Unrealized +536.3%
TSLA TESLA MOTORS INC 0.0%
Value ($000) $20 Shares 29 Est. Cost $217.09 Unrealized 0.0%
BX BLACKSTONE GROUP INC 0.0%
Value ($000) $20 Shares 200 Est. Cost $44.17 Unrealized +72.6%
MGK VANGUARD MEGA CAP GROWTH 0.0%
Value ($000) $20 Shares 85 Est. Cost $82.35 Unrealized
ADI ANALOG DEVICES INC 0.0%
Value ($000) $20 Shares 116 Est. Cost $92.94 Unrealized +58.9%
VBK VANGUARD SMALLCAP GROWTH ETF 0.0%
Value ($000) $19 Shares 65 Est. Cost $179.97 Unrealized
SIERRA WIRELESS INC 0.0%
Value ($000) $19 Shares 1,000 Est. Cost $10.00 Unrealized
FNV FRANCO NEVADA CORP 0.0%
Value ($000) $19 Shares 132 Est. Cost $44.81 Unrealized +209.5%
O REALTY INCOME CORP 0.0%
Value ($000) $19 Shares 284 Est. Cost $41.67 Unrealized +24.4%
IDNA ISHARES GENOMICS IMMUNOLOGY & HEALTHCARE ETF 0.0%
Value ($000) $18 Shares 350 Est. Cost $45.71 Unrealized
CLSK CLEANSPARK INC 0.0%
Value ($000) $18 Shares 1,072 Est. Cost $9.87 Unrealized +86.0%
INFIQ INFINITY PHARMACEUTICALS INC 0.0%
Value ($000) $18 Shares 6,000 Est. Cost $1.86 Unrealized +70.1%
PRF INVESCO FTSE RAFI US1000 ETF 0.0%
Value ($000) $18 Shares 112 Est. Cost $113.04 Unrealized
STOT SPDR DOUBLELINE SHRT DUR 0.0%
Value ($000) $18 Shares 360 Est. Cost $50.00 Unrealized
WELL WELLTOWER INC 0.0%
Value ($000) $17 Shares 200 Est. Cost $56.52 Unrealized +20.2%
AFL AFLAC INC 0.0%
Value ($000) $17 Shares 323 Est. Cost $42.88 Unrealized +14.3%
SPIB SPDR INTERM CORP BOND ETF 0.0%
Value ($000) $17 Shares 450 Est. Cost $34.36 Unrealized
SPSM SPDR PORTFOLIO SMALLCAP ETF 0.0%
Value ($000) $16 Shares 365 Est. Cost $26.25 Unrealized
LUMN LUMEN TECHNOLOGIES INC 0.0%
Value ($000) $16 Shares 1,150 Est. Cost $10.83 Unrealized +13.2%
DELL DELL TECHNOLOGIES INC 0.0%
Value ($000) $15 Shares 146 Est. Cost $24.16 Unrealized +90.2%
II-VI INC 0.0%
Value ($000) $15 Shares 200 Est. Cost $30.00 Unrealized
UBS UBS GROUP AG 0.0%
Value ($000) $15 Shares 1,000 Est. Cost $15.37 Unrealized +2.7%
CURI CURIOSITYSTREAM INC CL A 0.0%
Value ($000) $15 Shares 1,109 Est. Cost $15.12 Unrealized -25.4%
AEROSYSTEMS HLDGS INC CL A 0.0%
Value ($000) $14 Shares 300 Est. Cost $40.00 Unrealized
KR KROGER COMPANY 0.0%
Value ($000) $14 Shares 370 Est. Cost $22.30 Unrealized +53.0%
CBON VANECK VECTORS CHINAAMC CHINA BOND ETF 0.0%
Value ($000) $14 Shares 600 Est. Cost $23.33 Unrealized
CC THE CHEMOURS CO 0.0%
Value ($000) $13 Shares 360 Est. Cost $31.08 Unrealized -9.5%
MOH MOLINA HEALTHCARE INC 0.0%
Value ($000) $13 Shares 50 Est. Cost $206.44 Unrealized +21.7%
BARRICK GOLD CORPORATION 0.0%
Value ($000) $13 Shares 615 Est. Cost $16.27 Unrealized
AGCO AGCO CORP 0.0%
Value ($000) $13 Shares 100 Est. Cost $60.90 Unrealized +97.5%
NUVEEN QUALITY MUNICIPAL INCOME FUND 0.0%
Value ($000) $13 Shares 800 Est. Cost $15.59 Unrealized
NEW YORK CMNTY BANCORP INC 0.0%
Value ($000) $13 Shares 1,175 Est. Cost $8.32 Unrealized
FSK FS KKR CAPITAL CORP 0.0%
Value ($000) $13 Shares 621 Est. Cost $11.05 Unrealized 0.0%
IHS MARKIT LTD. 0.0%
Value ($000) $12 Shares 107 Est. Cost $46.73 Unrealized
JBL JABIL CIRCUIT INC. 0.0%
Value ($000) $12 Shares 200 Est. Cost $26.87 Unrealized +101.5%
MET METLIFE INC 0.0%
Value ($000) $12 Shares 200 Est. Cost $32.01 Unrealized +72.1%
ET ENERGY TRANSFER EQUITY LP 0.0%
Value ($000) $12 Shares 1,090 Est. Cost $13.72 Unrealized
C CITIGROUP INC 0.0%
Value ($000) $12 Shares 173 Est. Cost $44.28 Unrealized +41.6%
STERLING BANCORP DEL 0.0%
Value ($000) $12 Shares 500 Est. Cost $24.00 Unrealized
WFC WELLS FARGO & CO 0.0%
Value ($000) $11 Shares 250 Est. Cost $39.98 Unrealized 0.0%
A AGILENT TECHNOLOGIES INC 0.0%
Value ($000) $11 Shares 76 Est. Cost $63.50 Unrealized +108.2%
MYOVANT SCIENCES LTD 0.0%
Value ($000) $11 Shares 500 Est. Cost $28.00 Unrealized
ORANY ORANGE SA ADR 0.0%
Value ($000) $11 Shares 1,000 Est. Cost $17.00 Unrealized
PHM PULTE GROUP INC 0.0%
Value ($000) $11 Shares 210 Est. Cost $42.08 Unrealized +27.0%
RSG REPUBLIC SERVICES INC 0.0%
Value ($000) $11 Shares 100 Est. Cost $83.07 Unrealized +21.7%
RBBN RIBBONS COMMUNICATIONS INC 0.0%
Value ($000) $11 Shares 1,400 Est. Cost $8.28 Unrealized -7.5%
AJG ARTHUR J GALLAGHER & CO 0.0%
Value ($000) $11 Shares 75 Est. Cost $48.90 Unrealized +175.4%
SPH SUBURBAN PROPANE PARTNERS LP 0.0%
Value ($000) $10 Shares 670 Est. Cost $15.46 Unrealized
GABELLI MULTIMEDIA TR INC 0.0%
Value ($000) $10 Shares 898 Est. Cost $7.80 Unrealized
IP INTERNATIONAL PAPER CO 0.0%
Value ($000) $10 Shares 156 Est. Cost $27.01 Unrealized +72.7%
DRAFTKINGS INC CL A 0.0%
Value ($000) $10 Shares 200 Est. Cost $45.00 Unrealized
INTU INTUIT INC 0.0%
Value ($000) $10 Shares 20 Est. Cost $340.30 Unrealized +23.8%
JUST GOLDMAN SACHS JUST US LARGE CAP EQUITY ETF 0.0%
Value ($000) $10 Shares 165 Est. Cost $58.40 Unrealized
ATOSSA THERAPEUTICS INC 0.0%
Value ($000) $9 Shares 1,475 Est. Cost $2.03 Unrealized
INVESCO BULLETSHS CORP 2023 0.0%
Value ($000) $9 Shares 430 Est. Cost $20.93 Unrealized
HOG HARLEY DAVIDSON INC 0.0%
Value ($000) $9 Shares 200 Est. Cost $64.57 Unrealized -28.1%
MORGAN STANLEY EMER MKTS DEBCOM 0.0%
Value ($000) $9 Shares 1,000 Est. Cost $9.00 Unrealized
EFAV ISHARES EDGE MSCI MIN VOL EAFE ETF 0.0%
Value ($000) $8 Shares 109 Est. Cost $66.25 Unrealized
XYL XYLEM INC 0.0%
Value ($000) $8 Shares 68 Est. Cost $64.39 Unrealized +68.0%
DGII DIGI INTL INC 0.0%
Value ($000) $8 Shares 400 Est. Cost $10.69 Unrealized +75.7%
VXF VANGUARD EXTENDED MKT IDX 0.0%
Value ($000) $8 Shares 40 Est. Cost $118.99 Unrealized
INCY INCYTE CORP 0.0%
Value ($000) $8 Shares 100 Est. Cost $96.40 Unrealized -13.5%
IRDM IRIDIUM COMMUNICATIONS INC 0.0%
Value ($000) $8 Shares 200 Est. Cost $8.81 Unrealized +340.7%
AGG ISHARES CORE US AGGREGATE BOND ETF 0.0%
Value ($000) $7 Shares 61 Est. Cost $116.99 Unrealized
DCOM DIME CMNTY BANCSHARES INC 0.0%
Value ($000) $7 Shares 200 Est. Cost $23.82 Unrealized +18.3%
GABELLI EQUITY TR INC 0.0%
Value ($000) $7 Shares 1,000 Est. Cost $5.00 Unrealized
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $7 Shares 114 Est. Cost $52.20 Unrealized 0.0%
GABELLI UTILITY TRUST 0.0%
Value ($000) $7 Shares 866 Est. Cost $8.08 Unrealized
JOUNCE THERAPEUTICS INC 0.0%
Value ($000) $7 Shares 1,000 Est. Cost $8.50 Unrealized
NXST NEXSTAR MEDIA GROUP CLASS A 0.0%
Value ($000) $7 Shares 50 Est. Cost $38.58 Unrealized +230.3%
GEVO GEVO INC 0.0%
Value ($000) $7 Shares 951 Est. Cost $9.59 Unrealized -23.8%
DRI DARDEN RESTAURANTS INC 0.0%
Value ($000) $7 Shares 50 Est. Cost $35.12 Unrealized +245.2%
BBT BERKSHIRE HILLS BANCORP INC 0.0%
Value ($000) $7 Shares 264 Est. Cost $18.71 Unrealized +18.4%
CRBN ISHARES MSCI ACWI LOW CARBON 0.0%
Value ($000) $6 Shares 35 Est. Cost $171.43 Unrealized
TRST TRUSTCO BANK CORP 0.0%
Value ($000) $6 Shares 168 Est. Cost $30.13 Unrealized 0.0%
VGK VANGUARD INTL EQUITY INDEX FMSCI EUROPE ETF 0.0%
Value ($000) $6 Shares 84 Est. Cost $57.25 Unrealized
TRILLIUM THERAPEUTICS INC 0.0%
Value ($000) $6 Shares 600 Est. Cost $15.00 Unrealized
MP MP MATERIALS CORP CL A 0.0%
Value ($000) $6 Shares 150 Est. Cost $36.97 Unrealized -15.9%
REGULUS THERAPEUTICS INC 0.0%
Value ($000) $6 Shares 6,900 Est. Cost $1.59 Unrealized
XRX XEROX HOLDINGS CORP 0.0%
Value ($000) $6 Shares 250 Est. Cost $17.25 Unrealized +40.2%
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $6 Shares 30 Est. Cost $180.55 Unrealized +8.3%
LGL SYS ACQUISITION CORP 0.0%
Value ($000) $5 Shares 500 Est. Cost $10.00 Unrealized
GRNB VANECK VECTORS ETF TR GREEN BD ETF 0.0%
Value ($000) $5 Shares 190 Est. Cost $28.25 Unrealized
RGLD ROYAL GOLD INC 0.0%
Value ($000) $5 Shares 43 Est. Cost $65.59 Unrealized +79.8%
SRNE SORRENTO THERAPEUTICS INC 0.0%
Value ($000) $5 Shares 500 Est. Cost $6.31 Unrealized +26.2%
BWA BORGWARNER INC 0.0%
Value ($000) $5 Shares 100 Est. Cost $31.93 Unrealized +28.9%
IWP ISHARES RUSSELL MID GROWTH 0.0%
Value ($000) $5 Shares 40 Est. Cost $127.78 Unrealized
MPT MEDICAL PPTYS TRUST INC 0.0%
Value ($000) $4 Shares 200 Est. Cost $14.73 Unrealized
FMS FRESENIUS MEDICAL CARE AG & CO KGAA 0.0%
Value ($000) $4 Shares 100 Est. Cost $30.00 Unrealized
NIKOLA CORP 0.0%
Value ($000) $4 Shares 200 Est. Cost $20.00 Unrealized
KMI KINDER MORGAN INC 0.0%
Value ($000) $4 Shares 223 Est. Cost $14.33 Unrealized -4.3%
CEL SCI CORP 0.0%
Value ($000) $4 Shares 500 Est. Cost $8.92 Unrealized
HEAT BIOLOGICS INC 0.0%
Value ($000) $4 Shares 560 Est. Cost $5.19 Unrealized
XTN SPDR S&P TRANSPORTATION ETF 0.0%
Value ($000) $3 Shares 34 Est. Cost $88.24 Unrealized
DWX SPDR S&P INTL DIVIDEND ETF 0.0%
Value ($000) $3 Shares 75 Est. Cost $42.19 Unrealized
WAB WABTEC CORP 0.0%
Value ($000) $3 Shares 44 Est. Cost $64.91 Unrealized +21.8%
PHO INVESCO EXCHANGE TRADED FD TWATER RES ETF 0.0%
Value ($000) $3 Shares 50 Est. Cost $40.00 Unrealized
BB BLACKBERRY LTD NPV 0.0%
Value ($000) $3 Shares 250 Est. Cost $5.49 Unrealized +90.9%
GII SPDR S&P GLOBAL INFRASTRUCTURE ETF 0.0%
Value ($000) $3 Shares 50 Est. Cost $40.00 Unrealized
TWITTER INC 0.0%
Value ($000) $2 Shares 22 Est. Cost $32.91 Unrealized
HOMZ THE HOYA CAPITAL HOUSING ETF 0.0%
Value ($000) $2 Shares 62 Est. Cost $32.26 Unrealized
WOOD ISHARES TR S&P GTFIDX ETF 0.0%
Value ($000) $2 Shares 27 Est. Cost $74.07 Unrealized
AGENUS INC 0.0%
Value ($000) $2 Shares 300 Est. Cost $3.33 Unrealized
ITB ISHARES US HOME CONSTRUCTION 0.0%
Value ($000) $2 Shares 33 Est. Cost $60.61 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
ARKF ARK FINTECH INNOVATION ETF 0.0%
Value ($000) $2 Shares 40 Est. Cost $50.00 Unrealized
ECOFIN DIGTL PYMNTS INFRSTRC 0.0%
Value ($000) $2 Shares 45 Est. Cost $44.44 Unrealized
PAVE GLOBAL X US INFRASTRUCTURE DEV ETF 0.0%
Value ($000) $2 Shares 95 Est. Cost $21.05 Unrealized
IGF ISHARES TR S&P GLO INFRAS 0.0%
Value ($000) $2 Shares 53 Est. Cost $37.74 Unrealized
MARATHON OIL CORP 0.0%
Value ($000) $2 Shares 145 Est. Cost $25.49 Unrealized
SXC SUNCOKE ENERGY INC 0.0%
Value ($000) $2 Shares 218 Est. Cost $10.78 Unrealized -34.0%
BIP BROOKFIELD INFRASTRUCTURE PARTNERS LP 0.0%
Value ($000) $2 Shares 40 Est. Cost $42.56 Unrealized
SUSB ISHARES TR ESG AWRE 1 5 YR 0.0%
Value ($000) $2 Shares 75 Est. Cost $30.00 Unrealized
IEC ELECTRONICS CORPORATION 0.0%
Value ($000) $2 Shares 200 Est. Cost $10.00 Unrealized
CUT INVESCO MSCI GLOBAL TIMBER 0.0%
Value ($000) $2 Shares 65 Est. Cost $30.77 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 25 Est. Cost $56.00 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
UNITED STATES STEEL CORP 0.0%
Value ($000) $1 Shares 35 Est. Cost Unrealized
QCLN FIRST TRUST NASDAQ CLN EDGE 0.0%
Value ($000) $1 Shares 15 Est. Cost $66.67 Unrealized
BLUE APRON HOLDINGS INC 0.0%
Value ($000) $0 Shares 6 Est. Cost Unrealized
GABELLI EQUITY TR INC RIGHT 07/14/2021 0.0%
Value ($000) $0 Shares 1,000 Est. Cost Unrealized
BROOKFIELD INFRASTRUCTURE CO 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized