Community Bank, N.A. Diversified Active

CIK: 0001632187 · Show all filings

Period: Q3 2021 (← Previous) (Next →)

Filing Date: Oct 28, 2021

Total Value ($000): $820,593 (100.0% shares, 0.0% debt)

Holdings (477)

AAPL APPLE INC 7.3%
Value ($000) $60,193 Shares 425,387 Est. Cost $86.95 Unrealized +65.5%
IVV ISHARES CORE S&P 500 ETF 6.1%
Value ($000) $49,824 Shares 115,649 Est. Cost $246.82 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 5.2%
Value ($000) $43,055 Shares 579,866 Est. Cost $60.56 Unrealized
ACWI ISHARES MSCI ACWI ETF 3.4%
Value ($000) $27,499 Shares 275,214 Est. Cost $99.22 Unrealized
MSFT MICROSOFT CORP 2.6%
Value ($000) $21,366 Shares 75,790 Est. Cost $61.48 Unrealized +356.6%
IBM INTL BUSINESS MACHINES CORP 2.3%
Value ($000) $18,822 Shares 135,481 Est. Cost $100.05 Unrealized +12.1%
VTI VANGUARD TOTAL STOCK MARKET ETF 1.7%
Value ($000) $14,205 Shares 63,967 Est. Cost $104.59 Unrealized
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 1.6%
Value ($000) $13,194 Shares 213,645 Est. Cost $55.42 Unrealized
BMY BRISTOL MYERS SQUIBB COMPANY 1.5%
Value ($000) $12,606 Shares 213,064 Est. Cost $44.43 Unrealized +23.4%
JPM JPMORGAN CHASE & CO 1.5%
Value ($000) $12,321 Shares 75,276 Est. Cost $60.23 Unrealized +132.9%
IJR ISHARES CORE S&P SMALLCAP ETF 1.4%
Value ($000) $11,873 Shares 108,740 Est. Cost $91.09 Unrealized
JNJ JOHNSON & JOHNSON 1.4%
Value ($000) $11,810 Shares 73,128 Est. Cost $82.75 Unrealized +81.6%
VZ VERIZON COMMUNICATIONS 1.4%
Value ($000) $11,172 Shares 206,902 Est. Cost $32.03 Unrealized +32.1%
CSCO CISCO SYSTEMS INC 1.2%
Value ($000) $9,950 Shares 182,814 Est. Cost $22.04 Unrealized +123.4%
IJH ISHARES CORE S&P MIDCAP ETF 1.2%
Value ($000) $9,851 Shares 37,447 Est. Cost $155.63 Unrealized
PEP PEPSICO INC 1.2%
Value ($000) $9,665 Shares 64,261 Est. Cost $77.15 Unrealized +75.0%
MRK MERCK & COMPANY INC 1.2%
Value ($000) $9,551 Shares 127,165 Est. Cost $45.42 Unrealized +45.6%
CBU COMMUNITY BK SYS INC 1.1%
Value ($000) $9,309 Shares 136,055 Est. Cost $48.63 Unrealized +28.1%
USMV ISHARES EDGE MSCI MIN VOL USA ETF 1.1%
Value ($000) $9,138 Shares 124,325 Est. Cost $46.95 Unrealized
INTC INTEL CORP 1.1%
Value ($000) $8,890 Shares 166,876 Est. Cost $30.35 Unrealized +64.1%
PG PROCTER & GAMBLE CO 1.1%
Value ($000) $8,650 Shares 61,871 Est. Cost $66.77 Unrealized +90.6%
KO COCA COLA COMPANY 1.0%
Value ($000) $8,596 Shares 163,840 Est. Cost $33.09 Unrealized +47.4%
SHY ISHARES 1-3 YR TREASURY BOND 1.0%
Value ($000) $8,304 Shares 96,390 Est. Cost $86.21 Unrealized
SPY SPDR S&P 500 ETF 1.0%
Value ($000) $8,282 Shares 19,299 Est. Cost $211.39 Unrealized
VCIT VANGUARD INTERM TERM CORP BDETF 1.0%
Value ($000) $7,902 Shares 83,705 Est. Cost $93.26 Unrealized
JPST JP MORGAN ULTRA SHORT INC 0.9%
Value ($000) $7,681 Shares 151,440 Est. Cost $50.74 Unrealized
TIP ISHARES TIPS BOND ETF 0.9%
Value ($000) $7,563 Shares 59,226 Est. Cost $124.73 Unrealized
PFE PFIZER INC 0.9%
Value ($000) $7,238 Shares 168,318 Est. Cost $21.23 Unrealized +68.0%
MDY SPDR S&P MIDCAP 400 ETF 0.8%
Value ($000) $6,926 Shares 14,404 Est. Cost $264.61 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.8%
Value ($000) $6,714 Shares 24,502 Est. Cost $101.07 Unrealized
ABBV ABBVIE INC 0.8%
Value ($000) $6,703 Shares 62,136 Est. Cost $42.68 Unrealized +127.8%
T AT&T INC 0.7%
Value ($000) $6,088 Shares 225,493 Est. Cost $13.28 Unrealized +21.0%
WMT WAL MART STORES INC 0.7%
Value ($000) $6,067 Shares 43,523 Est. Cost $25.37 Unrealized +79.3%
IAU ISHARES GOLD TRUST 0.7%
Value ($000) $6,062 Shares 181,479 Est. Cost $33.70 Unrealized
TXN TEXAS INSTRUMENTS INC 0.7%
Value ($000) $6,023 Shares 31,335 Est. Cost $64.73 Unrealized +159.5%
PEG PUBLIC SVC ENTERPRISE GROUP 0.7%
Value ($000) $5,869 Shares 96,364 Est. Cost $29.70 Unrealized +81.4%
MMM 3M COMPANY 0.7%
Value ($000) $5,736 Shares 32,697 Est. Cost $98.04 Unrealized +40.1%
TOTL SPDR DOUBLELINE TOTAL RETURNTACT ETF 0.7%
Value ($000) $5,708 Shares 118,150 Est. Cost $49.51 Unrealized
GSY INVESCO ACTIVELY MANAGD ETF ULTRA SHRT DUR 0.7%
Value ($000) $5,581 Shares 110,570 Est. Cost $50.45 Unrealized
ABT ABBOTT LABORATORIES 0.7%
Value ($000) $5,559 Shares 47,059 Est. Cost $46.62 Unrealized +143.4%
JEPI J P MORGAN EXCHANGE-TRADED FEQUITY PREMIUM 0.7%
Value ($000) $5,552 Shares 93,135 Est. Cost $58.79 Unrealized
EMR EMERSON ELECTRIC CO 0.6%
Value ($000) $5,152 Shares 54,697 Est. Cost $48.37 Unrealized +88.5%
NUE NUCOR CORP 0.6%
Value ($000) $4,907 Shares 49,822 Est. Cost $39.54 Unrealized +151.1%
LOW LOWES COMPANIES INC 0.6%
Value ($000) $4,794 Shares 23,633 Est. Cost $75.09 Unrealized +144.5%
UPS UNITED PARCEL SERVICE CL B 0.6%
Value ($000) $4,752 Shares 26,094 Est. Cost $75.48 Unrealized +115.6%
NEE NEXTERA ENERGY INC 0.6%
Value ($000) $4,692 Shares 59,754 Est. Cost $56.09 Unrealized +28.1%
ITW ILLINOIS TOOL WORKS INC 0.6%
Value ($000) $4,657 Shares 22,535 Est. Cost $75.08 Unrealized +170.2%
DIS WALT DISNEY CO 0.6%
Value ($000) $4,569 Shares 27,009 Est. Cost $93.99 Unrealized +85.3%
IWS ISHARES RUSSELL MIDCAP VALUE 0.6%
Value ($000) $4,564 Shares 40,298 Est. Cost $74.27 Unrealized
D DOMINION ENERGY INC 0.5%
Value ($000) $4,306 Shares 58,974 Est. Cost $49.63 Unrealized +25.8%
MCD MCDONALDS CORP 0.5%
Value ($000) $4,264 Shares 17,685 Est. Cost $111.02 Unrealized +94.4%
SCHA SCHWAB US SMALL CAP ETF 0.5%
Value ($000) $4,132 Shares 41,283 Est. Cost $63.50 Unrealized
GOOGL ALPHABET INC CLASS A 0.5%
Value ($000) $4,058 Shares 1,518 Est. Cost $65.86 Unrealized +105.1%
SRLN SPDR BLACKSTONE/GSO SENIOR LOAN ETF 0.5%
Value ($000) $4,016 Shares 87,275 Est. Cost $46.07 Unrealized
CMCSA COMCAST CORP CLASS A 0.5%
Value ($000) $3,994 Shares 71,415 Est. Cost $31.00 Unrealized +65.8%
CAT CATERPILLAR INC 0.5%
Value ($000) $3,956 Shares 20,605 Est. Cost $107.19 Unrealized +79.2%
CVX CHEVRON CORP 0.5%
Value ($000) $3,901 Shares 38,444 Est. Cost $71.85 Unrealized +16.0%
CVS CVS HEALTH CORP 0.5%
Value ($000) $3,886 Shares 45,791 Est. Cost $58.46 Unrealized +24.1%
XOM EXXON MOBIL CORP 0.5%
Value ($000) $3,878 Shares 65,942 Est. Cost $55.49 Unrealized -12.7%
NKE NIKE INC CLASS B 0.5%
Value ($000) $3,839 Shares 26,437 Est. Cost $56.71 Unrealized +169.0%
IWD ISHARES RUSSELL 1000 VALUE 0.4%
Value ($000) $3,605 Shares 23,030 Est. Cost $105.84 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.4%
Value ($000) $3,597 Shares 71,932 Est. Cost $41.83 Unrealized
AMZN AMAZON.COM INC 0.4%
Value ($000) $3,436 Shares 1,046 Est. Cost $116.83 Unrealized +47.6%
GIS GENERAL MILLS INC 0.4%
Value ($000) $3,351 Shares 56,029 Est. Cost $40.25 Unrealized +26.6%
HD HOME DEPOT INC 0.4%
Value ($000) $3,328 Shares 10,137 Est. Cost $121.45 Unrealized +142.5%
UNH UNITEDHEALTH GROUP INC 0.4%
Value ($000) $3,264 Shares 8,355 Est. Cost $125.38 Unrealized +206.9%
DOW DOW INC 0.4%
Value ($000) $3,261 Shares 56,664 Est. Cost $35.28 Unrealized +35.5%
EFA ISHARES MSCI EAFE ETF 0.4%
Value ($000) $3,248 Shares 41,633 Est. Cost $61.36 Unrealized
USB US BANCORP 0.4%
Value ($000) $3,238 Shares 54,484 Est. Cost $31.71 Unrealized +47.2%
RPV INVESCO S&P 500 PURE VAL ETF 0.4%
Value ($000) $3,237 Shares 42,705 Est. Cost $77.17 Unrealized
ADP AUTOMATIC DATA PROCESSING 0.4%
Value ($000) $3,237 Shares 16,188 Est. Cost $66.37 Unrealized +182.8%
VCSH VANGUARD SHORT TERM CORP BOND ETF 0.4%
Value ($000) $3,233 Shares 39,236 Est. Cost $79.77 Unrealized
MINT PIMCO ENHANCED SHORT MATURE ACTIVE ETF 0.4%
Value ($000) $3,181 Shares 31,206 Est. Cost $101.95 Unrealized
AMGN AMGEN INC 0.4%
Value ($000) $3,176 Shares 14,937 Est. Cost $149.02 Unrealized +34.4%
OMC OMNICOM GROUP INC 0.4%
Value ($000) $3,013 Shares 41,584 Est. Cost $54.10 Unrealized +17.5%
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.4%
Value ($000) $2,996 Shares 20,000 Est. Cost $141.66 Unrealized
PNC PNC FINL SVCS GROUP INC 0.4%
Value ($000) $2,889 Shares 14,767 Est. Cost $96.71 Unrealized +66.2%
PFF ISHARES US PREFERRED STOCK 0.3%
Value ($000) $2,819 Shares 72,621 Est. Cost $37.71 Unrealized
TFC TRUIST FINANCIAL CORP 0.3%
Value ($000) $2,712 Shares 46,235 Est. Cost $39.82 Unrealized +13.3%
PREF PRINCIPAL SPECTRUM PFD SEC 0.3%
Value ($000) $2,703 Shares 130,390 Est. Cost $29.10 Unrealized
CMI CUMMINS INC 0.3%
Value ($000) $2,678 Shares 11,928 Est. Cost $106.00 Unrealized +98.5%
RTX RAYTHEON TECHNOLOGIES CORP 0.3%
Value ($000) $2,659 Shares 30,936 Est. Cost $54.53 Unrealized +41.9%
QCOM QUALCOMM INC 0.3%
Value ($000) $2,652 Shares 20,563 Est. Cost $83.50 Unrealized +54.3%
DD DUPONT DE NEMOURS INC 0.3%
Value ($000) $2,611 Shares 38,398 Est. Cost $25.50 Unrealized +11.2%
HYBB ISHARES BB RATED CRP BND ETF 0.3%
Value ($000) $2,309 Shares 44,095 Est. Cost $52.36 Unrealized
LMT LOCKHEED MARTIN CORP 0.3%
Value ($000) $2,259 Shares 6,545 Est. Cost $301.33 Unrealized +6.5%
NSC NORFOLK SOUTHERN CORP 0.3%
Value ($000) $2,216 Shares 9,263 Est. Cost $105.60 Unrealized +121.1%
SRVR PACER BENCHMARK DATA&INFRAS RE SECTOR ETF 0.3%
Value ($000) $2,138 Shares 54,955 Est. Cost $31.61 Unrealized
LDUR PIMCO ENHANCED LOW DURATION 0.3%
Value ($000) $2,138 Shares 21,000 Est. Cost $102.11 Unrealized
ALB ALBEMARLE CORP 0.3%
Value ($000) $2,086 Shares 9,525 Est. Cost $77.10 Unrealized +162.4%
AMCOR PLC 0.3%
Value ($000) $2,077 Shares 179,159 Est. Cost $8.66 Unrealized +14.8%
USHY ISHARES BROAD USD HIGH YIELDCORP BOND ETF 0.3%
Value ($000) $2,075 Shares 50,000 Est. Cost $41.24 Unrealized
PPL PPL CORP 0.3%
Value ($000) $2,071 Shares 74,280 Est. Cost $23.08 Unrealized +6.5%
HON HONEYWELL INTL INC 0.2%
Value ($000) $2,022 Shares 9,524 Est. Cost $113.06 Unrealized +72.1%
CB CHUBB LTD 0.2%
Value ($000) $1,999 Shares 11,525 Est. Cost $108.04 Unrealized +52.7%
SYY SYSCO CORP 0.2%
Value ($000) $1,973 Shares 25,135 Est. Cost $33.25 Unrealized +103.8%
SPYM SPDR PORTFOLIO S&P 500 0.2%
Value ($000) $1,971 Shares 39,055 Est. Cost $50.47 Unrealized
V VISA INC CLASS A 0.2%
Value ($000) $1,939 Shares 8,702 Est. Cost $114.71 Unrealized +97.9%
KMB KIMBERLY CLARK CORP 0.2%
Value ($000) $1,909 Shares 14,413 Est. Cost $100.61 Unrealized +14.8%
XLE ENERGY SELECT SECTOR SPDR 0.2%
Value ($000) $1,905 Shares 36,574 Est. Cost $41.60 Unrealized
NBTB NBT BANCORP INC 0.2%
Value ($000) $1,885 Shares 52,185 Est. Cost $29.52 Unrealized +18.9%
SYK STRYKER CORP 0.2%
Value ($000) $1,868 Shares 7,084 Est. Cost $106.03 Unrealized +140.7%
GD GENERAL DYNAMICS CORP 0.2%
Value ($000) $1,811 Shares 9,238 Est. Cost $133.05 Unrealized +34.2%
AMT AMERICAN TOWER CORP 0.2%
Value ($000) $1,809 Shares 6,815 Est. Cost $203.18 Unrealized +22.4%
CSX CSX CORP 0.2%
Value ($000) $1,792 Shares 60,298 Est. Cost $27.34 Unrealized +10.2%
VRP INVESCO VARIABLE RATE PFD 0.2%
Value ($000) $1,712 Shares 65,300 Est. Cost $24.85 Unrealized
VGT VANGUARD INFO TECH ETF 0.2%
Value ($000) $1,688 Shares 4,207 Est. Cost $188.16 Unrealized
QQQ INVESCO QQQ TRUST 0.2%
Value ($000) $1,650 Shares 4,609 Est. Cost $244.42 Unrealized
CL COLGATE PALMOLIVE CO 0.2%
Value ($000) $1,620 Shares 21,439 Est. Cost $57.77 Unrealized +24.1%
MTB M & T BANK CORP 0.2%
Value ($000) $1,585 Shares 10,611 Est. Cost $93.87 Unrealized +28.1%
GLD SPDR GOLD SHARES 0.2%
Value ($000) $1,564 Shares 9,527 Est. Cost $126.59 Unrealized
ETFMG PRIME MOBILE PAYMENTS 0.2%
Value ($000) $1,554 Shares 22,965 Est. Cost $43.20 Unrealized
UNP UNION PACIFIC CORP 0.2%
Value ($000) $1,535 Shares 7,829 Est. Cost $141.28 Unrealized +38.2%
RY ROYAL BANK OF CANADA 0.2%
Value ($000) $1,497 Shares 15,053 Est. Cost $73.81 Unrealized +38.1%
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $1,447 Shares 8,638 Est. Cost $75.29 Unrealized +110.2%
EXC EXELON CORP 0.2%
Value ($000) $1,429 Shares 29,557 Est. Cost $17.67 Unrealized +65.8%
BAC BANK OF AMERICA CORPORATION 0.2%
Value ($000) $1,420 Shares 33,455 Est. Cost $20.58 Unrealized +75.4%
GILD GILEAD SCIENCES INC 0.2%
Value ($000) $1,399 Shares 20,029 Est. Cost $57.10 Unrealized +4.0%
MTD METTLER-TOLEDO INTL 0.2%
Value ($000) $1,377 Shares 1,000 Est. Cost $722.02 Unrealized +108.5%
SBUX STARBUCKS CORP 0.2%
Value ($000) $1,359 Shares 12,321 Est. Cost $56.99 Unrealized +85.5%
TMO THERMO FISHER SCIENTIFIC INC 0.2%
Value ($000) $1,349 Shares 2,362 Est. Cost $298.65 Unrealized +81.6%
TGT TARGET CORP 0.2%
Value ($000) $1,333 Shares 5,829 Est. Cost $92.34 Unrealized +138.1%
TRV TRAVELERS COMPANIES INC 0.2%
Value ($000) $1,327 Shares 8,730 Est. Cost $107.84 Unrealized +31.5%
SRE SEMPRA ENERGY 0.2%
Value ($000) $1,322 Shares 10,450 Est. Cost $48.03 Unrealized +19.2%
BDX BECTON DICKINSON AND COMPANY 0.2%
Value ($000) $1,315 Shares 5,350 Est. Cost $132.11 Unrealized +72.6%
XHB SPDR SERIES TRUST S&P HOMEBUILD 0.2%
Value ($000) $1,285 Shares 17,905 Est. Cost $70.37 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.2%
Value ($000) $1,261 Shares 8,214 Est. Cost $81.14 Unrealized
SO SOUTHERN COMPANY 0.2%
Value ($000) $1,255 Shares 20,252 Est. Cost $39.71 Unrealized +37.7%
DHS WISDOMTREE US HIGH DIVIDEND ETF 0.2%
Value ($000) $1,251 Shares 16,252 Est. Cost $63.62 Unrealized
GUNR FLEXSHARES GLOBAL UPSTREAM NATURAL RESOURCES 0.2%
Value ($000) $1,246 Shares 34,050 Est. Cost $35.78 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.1%
Value ($000) $1,204 Shares 5,502 Est. Cost $143.82 Unrealized
GOOG ALPHABET INC CLASS C 0.1%
Value ($000) $1,202 Shares 451 Est. Cost $61.06 Unrealized +124.1%
AEP AMERICAN ELECTRIC POWER CO 0.1%
Value ($000) $1,195 Shares 14,712 Est. Cost $56.65 Unrealized +31.2%
BND VANGUARD TOTAL BOND MRKT ETF 0.1%
Value ($000) $1,187 Shares 13,881 Est. Cost $82.83 Unrealized
VNQ VANGUARD REIT ETF 0.1%
Value ($000) $1,148 Shares 11,289 Est. Cost $78.77 Unrealized
PKB INVESCO DYNAMIC BLDNG CONSTR 0.1%
Value ($000) $1,135 Shares 23,968 Est. Cost $48.68 Unrealized
GLW CORNING INC 0.1%
Value ($000) $1,126 Shares 30,871 Est. Cost $22.18 Unrealized +59.1%
APD AIR PRODUCTS & CHEMICALS INC 0.1%
Value ($000) $1,101 Shares 4,299 Est. Cost $161.68 Unrealized +52.8%
DMLP DORCHESTER MINERALS LP 0.1%
Value ($000) $1,091 Shares 56,922 Est. Cost $12.78 Unrealized
COP CONOCOPHILLIPS 0.1%
Value ($000) $1,089 Shares 16,078 Est. Cost $47.42 Unrealized +4.0%
BAX BAXTER INTERNATIONAL INC 0.1%
Value ($000) $1,021 Shares 12,700 Est. Cost $68.63 Unrealized +4.3%
EFX EQUIFAX INC 0.1%
Value ($000) $1,014 Shares 4,000 Est. Cost $132.13 Unrealized +90.6%
XLB MATERIALS SELECT SECTOR SPDR 0.1%
Value ($000) $1,002 Shares 12,670 Est. Cost $55.61 Unrealized
BSV VANGUARD SHORT TERM BOND ETF 0.1%
Value ($000) $999 Shares 12,194 Est. Cost $80.50 Unrealized
LLY ELI LILLY AND COMPANY 0.1%
Value ($000) $981 Shares 4,245 Est. Cost $97.15 Unrealized +143.6%
IVW ISHARES S&P 500 GROWTH ETF 0.1%
Value ($000) $955 Shares 12,915 Est. Cost $87.05 Unrealized
PSX PHILLIPS 66 0.1%
Value ($000) $947 Shares 13,517 Est. Cost $55.22 Unrealized +10.9%
VOO VANGUARD S&P 500 ETF 0.1%
Value ($000) $901 Shares 2,285 Est. Cost $249.79 Unrealized
TD TORONTO DOMINION BANK 0.1%
Value ($000) $878 Shares 13,274 Est. Cost $46.05 Unrealized +44.8%
AME AMETEK INC 0.1%
Value ($000) $868 Shares 7,000 Est. Cost $90.92 Unrealized +43.5%
IVE ISHARES S&P 500 VALUE ETF 0.1%
Value ($000) $862 Shares 5,927 Est. Cost $106.87 Unrealized
VIS VANGUARD INDUSTRIALS ETF 0.1%
Value ($000) $827 Shares 4,400 Est. Cost $106.82 Unrealized
VFH VANGUARD FINANCIALS ETF 0.1%
Value ($000) $791 Shares 8,543 Est. Cost $49.70 Unrealized
MDLZ MONDELEZ INTL INC CL A 0.1%
Value ($000) $758 Shares 13,034 Est. Cost $44.83 Unrealized +23.6%
XLK TECHNOLOGY SELECT SECTOR SPDR ETF 0.1%
Value ($000) $749 Shares 5,018 Est. Cost $68.53 Unrealized
FAST FASTENAL CO 0.1%
Value ($000) $740 Shares 14,330 Est. Cost $12.49 Unrealized +95.5%
GDX VANECK VECTORS GOLD MINERS ETF 0.1%
Value ($000) $737 Shares 25,015 Est. Cost $25.15 Unrealized
SPYV SPDR PORTFOLIO S&P 500 VALUE 0.1%
Value ($000) $733 Shares 18,795 Est. Cost $29.26 Unrealized
ELV ANTHEM INC 0.1%
Value ($000) $719 Shares 1,930 Est. Cost $116.13 Unrealized +207.9%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.1%
Value ($000) $714 Shares 14,136 Est. Cost $38.77 Unrealized
IEF ISHARES 7-10 YEAR TSY BOND 0.1%
Value ($000) $680 Shares 5,900 Est. Cost $112.47 Unrealized
SPYG SPDR PORTFOLIO S&P500 GROWTH 0.1%
Value ($000) $668 Shares 10,433 Est. Cost $36.33 Unrealized
MDT MEDTRONIC PLC 0.1%
Value ($000) $660 Shares 5,261 Est. Cost $66.71 Unrealized +70.1%
MS MORGAN STANLEY 0.1%
Value ($000) $652 Shares 6,697 Est. Cost $36.53 Unrealized +134.6%
MCK MCKESSON CORP 0.1%
Value ($000) $651 Shares 3,266 Est. Cost $161.50 Unrealized +20.8%
ORCL ORACLE CORP 0.1%
Value ($000) $649 Shares 7,453 Est. Cost $39.64 Unrealized +110.2%
ADBE ADOBE INC 0.1%
Value ($000) $642 Shares 1,115 Est. Cost $340.55 Unrealized +84.8%
ACWX ISHARES MSCI ACWI EX US ETF 0.1%
Value ($000) $629 Shares 11,352 Est. Cost $52.73 Unrealized
CHRW C H ROBINSON WORLDWIDE INC 0.1%
Value ($000) $619 Shares 7,112 Est. Cost $58.74 Unrealized +38.5%
NVS NOVARTIS AG ADR 0.1%
Value ($000) $602 Shares 7,358 Est. Cost $90.73 Unrealized
BLACKROCK INC 0.1%
Value ($000) $595 Shares 710 Est. Cost $539.95 Unrealized
VFC VF CORP 0.1%
Value ($000) $591 Shares 8,812 Est. Cost $59.68 Unrealized +28.6%
ZBH ZIMMER HOLDINGS INC 0.1%
Value ($000) $585 Shares 4,000 Est. Cost $131.26 Unrealized +7.9%
DUK DUKE ENERGY CORP 0.1%
Value ($000) $567 Shares 5,811 Est. Cost $58.63 Unrealized +48.8%
WTRG ESSENTIAL UTILITIES INC 0.1%
Value ($000) $562 Shares 12,199 Est. Cost $47.56 Unrealized +1.9%
ESGE ISHARES ESG MSCI EM ETF 0.1%
Value ($000) $555 Shares 13,390 Est. Cost $36.82 Unrealized
RIO RIO TINTO PLC ADR 0.1%
Value ($000) $551 Shares 8,250 Est. Cost $66.69 Unrealized
DG DOLLAR GENERAL CORP 0.1%
Value ($000) $542 Shares 2,555 Est. Cost $104.23 Unrealized +101.9%
TMP TOMPKINS FINANCIAL CORP 0.1%
Value ($000) $538 Shares 6,647 Est. Cost $46.77 Unrealized +40.0%
PHYS SPROTT PHYSICAL GOLD TRUST 0.1%
Value ($000) $525 Shares 37,994 Est. Cost $14.31 Unrealized
HSY HERSHEY CO 0.1%
Value ($000) $525 Shares 3,104 Est. Cost $102.74 Unrealized +54.6%
IJK ISHARES S&P MIDCAP 400 GROWTH ETF 0.1%
Value ($000) $522 Shares 6,580 Est. Cost $97.04 Unrealized
STZ CONSTELLATION BRANDS INC CLASS A 0.1%
Value ($000) $511 Shares 2,425 Est. Cost $137.47 Unrealized +47.5%
BHP BHP GROUP LTD ADR 0.1%
Value ($000) $489 Shares 9,125 Est. Cost $44.58 Unrealized
FSLR FIRST SOLAR, INC. 0.1%
Value ($000) $477 Shares 5,000 Est. Cost $79.13 Unrealized +17.3%
BA BOEING COMPANY 0.1%
Value ($000) $460 Shares 2,093 Est. Cost $131.15 Unrealized +70.1%
MA MASTERCARD INC CLASS A 0.1%
Value ($000) $438 Shares 1,260 Est. Cost $233.97 Unrealized +51.6%
WM WASTE MANAGEMENT INC 0.1%
Value ($000) $427 Shares 2,857 Est. Cost $94.58 Unrealized +47.7%
ESGD ISHARES ESG MSCI EAFE ETF 0.1%
Value ($000) $417 Shares 5,320 Est. Cost $63.49 Unrealized
CANADIAN PACIFIC RAILWAY LTD 0.1%
Value ($000) $416 Shares 6,400 Est. Cost $108.55 Unrealized
FDX FEDEX CORP 0.1%
Value ($000) $416 Shares 1,895 Est. Cost $237.91 Unrealized +4.2%
PPG PPG INDUSTRIES INC 0.0%
Value ($000) $393 Shares 2,752 Est. Cost $93.16 Unrealized +57.5%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $382 Shares 900 Est. Cost $206.56 Unrealized +102.3%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $373 Shares 7,204 Est. Cost $17.13 Unrealized +196.0%
FIS FIDELITY NATL INFORMATION SV 0.0%
Value ($000) $365 Shares 3,000 Est. Cost $118.59 Unrealized +1.8%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $363 Shares 3,834 Est. Cost $60.21 Unrealized +34.6%
XLV HEALTH CARE SELECT SECTOR SPDR ETF 0.0%
Value ($000) $357 Shares 2,802 Est. Cost $100.84 Unrealized
XLY CONSUMER DISCRET SEL SECT SPDR ETF 0.0%
Value ($000) $352 Shares 1,966 Est. Cost $133.14 Unrealized
SWK STANLEY BLACK & DECKER INC 0.0%
Value ($000) $351 Shares 2,000 Est. Cost $69.48 Unrealized +140.0%
GE GENERAL ELECTRIC CO 0.0%
Value ($000) $347 Shares 3,366 Est. Cost $62.95 Unrealized 0.0%
ECL ECOLAB INC 0.0%
Value ($000) $340 Shares 1,634 Est. Cost $149.57 Unrealized +39.4%
AWK AMERICAN WATER WORKS CO INC 0.0%
Value ($000) $338 Shares 2,000 Est. Cost $108.05 Unrealized +48.0%
VGIT VANGUARD INTERM-TERM GOVT BDETF 0.0%
Value ($000) $326 Shares 4,830 Est. Cost $64.33 Unrealized
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $317 Shares 4,365 Est. Cost $43.22 Unrealized +48.2%
CI CIGNA CORP 0.0%
Value ($000) $316 Shares 1,580 Est. Cost $178.56 Unrealized +12.5%
ROP ROPER INDS INC 0.0%
Value ($000) $312 Shares 700 Est. Cost $333.07 Unrealized +40.0%
EWC ISHARES MSCI CANADA ETF 0.0%
Value ($000) $311 Shares 8,559 Est. Cost $28.99 Unrealized
TJX TJX COMPANIES 0.0%
Value ($000) $307 Shares 4,643 Est. Cost $44.39 Unrealized +47.4%
ETN EATON CORP PLC 0.0%
Value ($000) $306 Shares 2,048 Est. Cost $78.56 Unrealized +90.0%
XLU UTILITIES SELECT SECTOR SPDR 0.0%
Value ($000) $303 Shares 4,737 Est. Cost $59.23 Unrealized
ICLN ISHARES GLOBAL CLEAN ENERGY 0.0%
Value ($000) $300 Shares 13,870 Est. Cost $24.20 Unrealized
TRP TC ENERGY CORP 0.0%
Value ($000) $298 Shares 6,200 Est. Cost $34.25 Unrealized +12.8%
MFC MANULIFE FINL CORP 0.0%
Value ($000) $288 Shares 15,000 Est. Cost $15.95 Unrealized +21.9%
EMN EASTMAN CHEMICAL CO 0.0%
Value ($000) $282 Shares 2,800 Est. Cost $51.71 Unrealized +81.4%
LQD ISHARES IBOXX $ INVMT GRADE CORP BOND ETF 0.0%
Value ($000) $275 Shares 2,061 Est. Cost $122.30 Unrealized
XLP CONSUMER STAPLES SECTOR SPDR 0.0%
Value ($000) $274 Shares 3,982 Est. Cost $61.21 Unrealized
CTVA CORTEVA INC 0.0%
Value ($000) $270 Shares 6,420 Est. Cost $25.02 Unrealized +64.8%
WMB WILLIAMS COMPANIES INC 0.0%
Value ($000) $259 Shares 10,000 Est. Cost $20.43 Unrealized -0.2%
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $257 Shares 875 Est. Cost $181.80 Unrealized +56.6%
VBR VANGUARD SMALLCAP VALUE ETF 0.0%
Value ($000) $237 Shares 1,400 Est. Cost $108.04 Unrealized
NVDA NVIDIA CORPORATION 0.0%
Value ($000) $236 Shares 1,140 Est. Cost $17.79 Unrealized +16.5%
STT STATE STREET CORP 0.0%
Value ($000) $236 Shares 2,788 Est. Cost $60.58 Unrealized +24.0%
MO ALTRIA GROUP INC 0.0%
Value ($000) $235 Shares 5,166 Est. Cost $28.32 Unrealized +20.0%
NWFL NORWOOD FINANCIAL CORP 0.0%
Value ($000) $229 Shares 8,992 Est. Cost $29.61 Unrealized -14.2%
VB VANGUARD SMALLCAP ETF 0.0%
Value ($000) $227 Shares 1,038 Est. Cost $122.15 Unrealized
KMI KINDER MORGAN INC 0.0%
Value ($000) $227 Shares 13,552 Est. Cost $13.28 Unrealized -0.1%
BIIB BIOGEN INC 0.0%
Value ($000) $226 Shares 800 Est. Cost $264.15 Unrealized +24.1%
META FACEBOOK INC CLASS A 0.0%
Value ($000) $224 Shares 660 Est. Cost $192.65 Unrealized +85.7%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $220 Shares 1,316 Est. Cost $149.79 Unrealized +3.7%
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $219 Shares 2,660 Est. Cost $47.48 Unrealized +73.1%
BRK/B BERKSHIRE HATHAWAY INC B 0.0%
Value ($000) $218 Shares 800 Est. Cost $175.99 Unrealized +59.6%
TT TRANE TECHNOLOGIES PLC 0.0%
Value ($000) $214 Shares 1,242 Est. Cost $93.73 Unrealized +94.1%
VLY VALLEY NATL BANCORP 0.0%
Value ($000) $204 Shares 15,356 Est. Cost $11.65 Unrealized +10.9%
VXUS VANGUARD TOTAL INTL STOCK ETF 0.0%
Value ($000) $203 Shares 3,212 Est. Cost $53.78 Unrealized
AEE AMEREN CORPORATION 0.0%
Value ($000) $202 Shares 2,498 Est. Cost $29.40 Unrealized +154.5%
NFG NATIONAL FUEL GAS COMPANY 0.0%
Value ($000) $199 Shares 3,776 Est. Cost $58.82 Unrealized -11.9%
EEM ISHARES MSCI EMERGING MKTS ETF 0.0%
Value ($000) $193 Shares 3,833 Est. Cost $42.12 Unrealized
XLC SELECT SECTOR SPDR TR COMMUNICATION 0.0%
Value ($000) $188 Shares 2,345 Est. Cost $64.78 Unrealized
EOG EOG RESOURCES INC 0.0%
Value ($000) $182 Shares 2,270 Est. Cost $64.20 Unrealized -8.4%
VUG VANGUARD GROWTH ETF 0.0%
Value ($000) $177 Shares 610 Est. Cost $175.30 Unrealized
BCE BCE INC 0.0%
Value ($000) $170 Shares 3,400 Est. Cost $28.93 Unrealized +28.3%
THOMSON REUTERS CORP 0.0%
Value ($000) $166 Shares 1,500 Est. Cost $64.49 Unrealized
CHD CHURCH & DWIGHT CO INC 0.0%
Value ($000) $165 Shares 2,000 Est. Cost $66.06 Unrealized +21.8%
VO VANGUARD MIDCAP ETF 0.0%
Value ($000) $165 Shares 698 Est. Cost $123.76 Unrealized
STERICYCLE INC 0.0%
Value ($000) $163 Shares 2,400 Est. Cost $63.75 Unrealized
NYF ISHARES NEW YORK MUNI BOND 0.0%
Value ($000) $162 Shares 2,800 Est. Cost $57.58 Unrealized
EIX EDISON INTL 0.0%
Value ($000) $160 Shares 2,887 Est. Cost $49.92 Unrealized -5.7%
IWR ISHARES RUSSELL MIDCAP ETF 0.0%
Value ($000) $158 Shares 2,016 Est. Cost $69.39 Unrealized
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $157 Shares 435 Est. Cost $175.54 Unrealized +91.6%
HYG ISHARES IBOXX $ HIGH YIELD CORP BOND ETF 0.0%
Value ($000) $157 Shares 1,790 Est. Cost $85.42 Unrealized
BK BANK OF NEW YORK MELLON CORP 0.0%
Value ($000) $151 Shares 2,917 Est. Cost $30.03 Unrealized +52.8%
OGN ORGANON & CO 0.0%
Value ($000) $149 Shares 4,560 Est. Cost $26.93 Unrealized -2.4%
NFLX NETFLIX INC 0.0%
Value ($000) $146 Shares 240 Est. Cost $55.03 Unrealized 0.0%
DHR DANAHER CORP 0.0%
Value ($000) $145 Shares 475 Est. Cost $125.80 Unrealized +112.1%
TM TOYOTA MOTOR CORP 0.0%
Value ($000) $143 Shares 800 Est. Cost $136.26 Unrealized
AVGO BROADCOM INC 0.0%
Value ($000) $139 Shares 285 Est. Cost $44.48 Unrealized 0.0%
KLAC KLA CORPORATION 0.0%
Value ($000) $137 Shares 410 Est. Cost $160.31 Unrealized +98.8%
VYM VANGUARD HIGH DIVIDEND YIELD 0.0%
Value ($000) $136 Shares 1,318 Est. Cost $81.14 Unrealized
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $135 Shares 4,530 Est. Cost $58.56 Unrealized -55.6%
PAYX PAYCHEX INC 0.0%
Value ($000) $132 Shares 1,175 Est. Cost $54.46 Unrealized +82.3%
IGSB ISHARES SHORT TERM CORP BOND 0.0%
Value ($000) $127 Shares 2,328 Est. Cost $77.37 Unrealized
AROW ARROW FINANCIAL CORPORATION 0.0%
Value ($000) $127 Shares 3,699 Est. Cost $16.38 Unrealized +75.8%
ENB ENBRIDGE INC 0.0%
Value ($000) $125 Shares 3,148 Est. Cost $21.58 Unrealized +37.6%
COOPER COMPANIES INC 0.0%
Value ($000) $124 Shares 300 Est. Cost $320.00 Unrealized
CRM SALESFORCE.COM INC 0.0%
Value ($000) $123 Shares 454 Est. Cost $182.96 Unrealized +37.1%
XLF SPDR FINANCIAL SELECT SECTOR 0.0%
Value ($000) $123 Shares 3,277 Est. Cost $30.59 Unrealized
MKL MARKEL CORPORATION 0.0%
Value ($000) $120 Shares 100 Est. Cost $1138.97 Unrealized +8.2%
SPTI SPDR INTERMEDIATE TREASURY 0.0%
Value ($000) $109 Shares 3,390 Est. Cost $48.23 Unrealized
WTM WHITE MTNS INS GROUP LTD 0.0%
Value ($000) $107 Shares 100 Est. Cost $1090.77 Unrealized +2.4%
COST COSTCO 0.0%
Value ($000) $106 Shares 236 Est. Cost $296.87 Unrealized +40.9%
ZBRA ZEBRA TECHNOLOGIES CORP CL A 0.0%
Value ($000) $103 Shares 200 Est. Cost $336.52 Unrealized +65.6%
XLI SPDR INDUSTRIALS (XLI) 0.0%
Value ($000) $102 Shares 1,040 Est. Cost $100.40 Unrealized
GSST GOLDMAN SACHS ACCESS ULTRAST 0.0%
Value ($000) $101 Shares 2,000 Est. Cost $50.50 Unrealized
EMNT PIMCO ENHANCED SHORT MAT ESG 0.0%
Value ($000) $101 Shares 1,000 Est. Cost $101.00 Unrealized
VUSB VANGUARD ULTRA SHORT TERM 0.0%
Value ($000) $100 Shares 2,000 Est. Cost $50.00 Unrealized
PAYC PAYCOM SOFTWARE INC 0.0%
Value ($000) $99 Shares 200 Est. Cost $231.95 Unrealized +88.3%
BNTX BIONTECH SE ADR 0.0%
Value ($000) $96 Shares 350 Est. Cost $62.45 Unrealized
IGIB ISHARES INTERMEDIATE CREDIT BOND ETF 0.0%
Value ($000) $96 Shares 1,596 Est. Cost $64.85 Unrealized
VPU VANGUARD UTILITIES ETF 0.0%
Value ($000) $95 Shares 680 Est. Cost $103.21 Unrealized
HDV ISHARES CORE HIGH DIVIDEND 0.0%
Value ($000) $95 Shares 1,010 Est. Cost $76.71 Unrealized
XBI SPDR S&P BIOTECH ETF 0.0%
Value ($000) $93 Shares 743 Est. Cost $111.76 Unrealized
PEOPLES UNITED FINANCIAL INC 0.0%
Value ($000) $87 Shares 5,000 Est. Cost $16.67 Unrealized
KHC KRAFT HEINZ COMPANY 0.0%
Value ($000) $86 Shares 2,333 Est. Cost $35.53 Unrealized -14.1%
VTRS VIATRIS INC 0.0%
Value ($000) $83 Shares 6,166 Est. Cost $13.33 Unrealized -12.1%
BROOKFIELD ASSET MGMT INC CLASS A 0.0%
Value ($000) $82 Shares 1,528 Est. Cost $31.91 Unrealized
DVY ISHARES SELECT DIVIDEND ETF 0.0%
Value ($000) $81 Shares 710 Est. Cost $80.55 Unrealized
TDY TELEDYNE TECHNOLOGIES INC 0.0%
Value ($000) $80 Shares 187 Est. Cost $88.71 Unrealized +398.2%
VOE VANGUARD MIDCAP VALUE ETF 0.0%
Value ($000) $80 Shares 579 Est. Cost $119.71 Unrealized
NGG NATIONAL GRID PLC ADR 0.0%
Value ($000) $79 Shares 1,323 Est. Cost $63.88 Unrealized
VHT VANGUARD HEALTH CARE ETF 0.0%
Value ($000) $78 Shares 317 Est. Cost $169.09 Unrealized
BLACKROCK INCOME TR INC 0.0%
Value ($000) $78 Shares 12,758 Est. Cost $6.04 Unrealized
SPDR GOLD MINISHARES 0.0%
Value ($000) $78 Shares 4,495 Est. Cost $18.30 Unrealized
MRNA MODERNA INC 0.0%
Value ($000) $77 Shares 200 Est. Cost $69.72 Unrealized +429.0%
VOT VANGUARD MIDCAP GROWTH ETF 0.0%
Value ($000) $73 Shares 309 Est. Cost $158.29 Unrealized
L LOEWS CORP 0.0%
Value ($000) $70 Shares 1,300 Est. Cost $35.50 Unrealized +50.6%
AFL AFLAC INC 0.0%
Value ($000) $69 Shares 1,323 Est. Cost $47.84 Unrealized +3.4%
DE DEERE & COMPANY 0.0%
Value ($000) $68 Shares 200 Est. Cost $126.84 Unrealized +167.5%
IQV IQVIA HLDGS INC 0.0%
Value ($000) $66 Shares 275 Est. Cost $127.87 Unrealized +97.4%
LIBERTY ALL STAR EQUITY FD 0.0%
Value ($000) $62 Shares 7,208 Est. Cost $6.80 Unrealized
IQLT ISHARES MSCI INTL QUALITY FACTOR ETF 0.0%
Value ($000) $61 Shares 1,600 Est. Cost $36.25 Unrealized
TOTAL SA ADR 0.0%
Value ($000) $61 Shares 1,265 Est. Cost $50.95 Unrealized
ALL THE ALLSTATE CORPORATION 0.0%
Value ($000) $60 Shares 475 Est. Cost $96.92 Unrealized +22.4%
WY WEYERHAEUSER CO 0.0%
Value ($000) $57 Shares 1,600 Est. Cost $18.15 Unrealized +59.5%
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $57 Shares 120 Est. Cost $24.33 Unrealized +188.8%
SLV ISHARES SILVER TRUST 0.0%
Value ($000) $57 Shares 2,817 Est. Cost $15.50 Unrealized
SUI SUN COMMUNITIES INC 0.0%
Value ($000) $56 Shares 301 Est. Cost $77.88 Unrealized
BLACKROCK ENHANCED EQT DIV 0.0%
Value ($000) $56 Shares 5,703 Est. Cost $9.29 Unrealized
IR INGERSOLL RAND INC 0.0%
Value ($000) $55 Shares 1,095 Est. Cost $31.60 Unrealized +60.2%
PFIS PEOPLES FINL SVCS CORP 0.0%
Value ($000) $55 Shares 1,218 Est. Cost $33.02 Unrealized +13.0%
MGA MAGNA INTERNATIONAL INC 0.0%
Value ($000) $54 Shares 720 Est. Cost $38.61 Unrealized +83.7%
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $54 Shares 900 Est. Cost $52.97 Unrealized 0.0%
FBIN FORTUNE BRANDS HOME & SEC 0.0%
Value ($000) $54 Shares 600 Est. Cost $57.83 Unrealized +34.0%
BP BP PLC ADR 0.0%
Value ($000) $52 Shares 1,910 Est. Cost $38.77 Unrealized
GAP GAP INC 0.0%
Value ($000) $52 Shares 2,300 Est. Cost $22.43 Unrealized +2.7%
SU SUNCOR ENERGY INC 0.0%
Value ($000) $52 Shares 2,500 Est. Cost $22.42 Unrealized -25.2%
NUVEEN AMT FREE MUNI CR INC 0.0%
Value ($000) $51 Shares 3,000 Est. Cost $16.73 Unrealized
LINDE PLC 0.0%
Value ($000) $49 Shares 166 Est. Cost $156.38 Unrealized
MET METLIFE INC 0.0%
Value ($000) $49 Shares 800 Est. Cost $47.54 Unrealized +10.9%
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.0%
Value ($000) $47 Shares 160 Est. Cost $193.80 Unrealized
OKTA OKTA INC CL A 0.0%
Value ($000) $47 Shares 200 Est. Cost $115.13 Unrealized +115.7%
ESGU ISHARES TR ESG MSCI USA ETF (ESGU) 0.0%
Value ($000) $44 Shares 448 Est. Cost $79.46 Unrealized
ALLE ALLEGION PLC 0.0%
Value ($000) $44 Shares 331 Est. Cost $63.16 Unrealized +107.4%
IXJ ISHARES GLOBAL HEALTHCARE 0.0%
Value ($000) $44 Shares 520 Est. Cost $73.27 Unrealized
SLQD ISHARES 0-5 YR INVMT GR CORP 0.0%
Value ($000) $43 Shares 835 Est. Cost $50.17 Unrealized
STERLING BANCORP DEL 0.0%
Value ($000) $37 Shares 1,500 Est. Cost $24.44 Unrealized
PRU PRUDENTIAL FINANCIAL INC 0.0%
Value ($000) $35 Shares 334 Est. Cost $53.73 Unrealized +55.3%
NEM NEWMONT MINING CORP 0.0%
Value ($000) $33 Shares 600 Est. Cost $51.35 Unrealized 0.0%
IWN ISHARES RUSSELL 2000 VALUE 0.0%
Value ($000) $33 Shares 209 Est. Cost $119.62 Unrealized
KEY KEYCORP 0.0%
Value ($000) $33 Shares 1,500 Est. Cost $9.30 Unrealized +74.4%
F FORD MOTOR COMPANY 0.0%
Value ($000) $31 Shares 2,200 Est. Cost $6.15 Unrealized +67.8%
PAA PLAINS ALL AMERICAN PIPELINE 0.0%
Value ($000) $31 Shares 3,000 Est. Cost $9.00 Unrealized
EL ESTEE LAUDER COMP INC CL A 0.0%
Value ($000) $30 Shares 100 Est. Cost $165.58 Unrealized +84.4%
BABA ALIBABA GROUP HOLDINGS LMTD 0.0%
Value ($000) $30 Shares 200 Est. Cost $150.00 Unrealized
PNW PINNACLE WEST CPTL CORP 0.0%
Value ($000) $29 Shares 400 Est. Cost $42.74 Unrealized +52.7%
LAM RESEARCH CORP 0.0%
Value ($000) $28 Shares 50 Est. Cost $560.00 Unrealized
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $28 Shares 655 Est. Cost $13.89 Unrealized +132.5%
AIM IMMUNOTECH INC 0.0%
Value ($000) $27 Shares 13,226 Est. Cost $2.27 Unrealized
KELLOGG COMPANY 0.0%
Value ($000) $26 Shares 400 Est. Cost $51.36 Unrealized 0.0%
JACOBS ENGR GROUP INC. 0.0%
Value ($000) $26 Shares 194 Est. Cost $82.47 Unrealized
VBI VACCINES INC 0.0%
Value ($000) $26 Shares 8,500 Est. Cost $3.07 Unrealized
PBW INVESCO EXCHANGE TRADED FD TR WILDERHIL CLAN 0.0%
Value ($000) $25 Shares 323 Est. Cost $40.25 Unrealized
DISCOVER FINANCIAL SERVICES 0.0%
Value ($000) $25 Shares 200 Est. Cost $125.00 Unrealized
OHI OMEGA HEALTHCARE INV INC 0.0%
Value ($000) $25 Shares 843 Est. Cost $31.61 Unrealized
BX BLACKSTONE GROUP INC 0.0%
Value ($000) $24 Shares 200 Est. Cost $44.17 Unrealized +127.2%
EPD ENTERPRISE PRODS PARTNERS LP 0.0%
Value ($000) $24 Shares 1,098 Est. Cost $22.78 Unrealized
XYZ SQUARE INC CL A 0.0%
Value ($000) $24 Shares 100 Est. Cost $256.87 Unrealized 0.0%
IBB ISHARES NASDAQ BIOTECHNOLOGYETF 0.0%
Value ($000) $24 Shares 150 Est. Cost $138.80 Unrealized
OKE ONEOK INC 0.0%
Value ($000) $23 Shares 394 Est. Cost $32.05 Unrealized +32.1%
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $22 Shares 475 Est. Cost $75.14 Unrealized
MPC MARATHON PETROLEUM CORP 0.0%
Value ($000) $21 Shares 344 Est. Cost $36.03 Unrealized +43.8%
INFIQ INFINITY PHARMACEUTICALS INC 0.0%
Value ($000) $21 Shares 6,000 Est. Cost $1.86 Unrealized +65.7%
TS TENARIS SA ADR 0.0%
Value ($000) $21 Shares 1,000 Est. Cost $30.06 Unrealized
VLO VALERO ENERGY CORP 0.0%
Value ($000) $21 Shares 300 Est. Cost $42.61 Unrealized +35.1%
MGK VANGUARD MEGA CAP GROWTH 0.0%
Value ($000) $20 Shares 85 Est. Cost $82.35 Unrealized
BWA BORGWARNER INC 0.0%
Value ($000) $20 Shares 475 Est. Cost $36.16 Unrealized +3.1%
ABBNY ABB LTD ADR 0.0%
Value ($000) $20 Shares 600 Est. Cost $33.33 Unrealized
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $19 Shares 50 Est. Cost $349.92 Unrealized 0.0%
BARRICK GOLD CORPORATION 0.0%
Value ($000) $18 Shares 1,015 Est. Cost $16.85 Unrealized
ERIC ERICSSON L M TEL CO ADR B SEK 10 0.0%
Value ($000) $18 Shares 1,640 Est. Cost $10.98 Unrealized
VBK VANGUARD SMALLCAP GROWTH ETF 0.0%
Value ($000) $18 Shares 65 Est. Cost $179.97 Unrealized
O REALTY INCOME CORP 0.0%
Value ($000) $18 Shares 284 Est. Cost $41.67 Unrealized +29.1%
PRF INVESCO FTSE RAFI US1000 ETF 0.0%
Value ($000) $18 Shares 112 Est. Cost $113.04 Unrealized
FNV FRANCO NEVADA CORP 0.0%
Value ($000) $17 Shares 132 Est. Cost $44.81 Unrealized +214.0%
WELL WELLTOWER INC 0.0%
Value ($000) $16 Shares 200 Est. Cost $56.52 Unrealized +35.9%
UBS UBS GROUP AG 0.0%
Value ($000) $16 Shares 1,000 Est. Cost $15.37 Unrealized +5.4%
SPSM SPDR PORTFOLIO SMALLCAP ETF 0.0%
Value ($000) $16 Shares 365 Est. Cost $26.25 Unrealized
SIERRA WIRELESS INC 0.0%
Value ($000) $16 Shares 1,000 Est. Cost $10.00 Unrealized
BMO BANK OF MONTREAL 0.0%
Value ($000) $15 Shares 150 Est. Cost $83.95 Unrealized 0.0%
CBON VANECK VECTORS CHINAAMC CHINA BOND ETF 0.0%
Value ($000) $15 Shares 600 Est. Cost $23.33 Unrealized
NEW YORK CMNTY BANCORP INC 0.0%
Value ($000) $15 Shares 1,175 Est. Cost $8.32 Unrealized
MOH MOLINA HEALTHCARE INC 0.0%
Value ($000) $14 Shares 50 Est. Cost $206.44 Unrealized +27.9%
NTR NUTRIEN LTD 0.0%
Value ($000) $14 Shares 220 Est. Cost $53.47 Unrealized 0.0%
FSK FS KKR CAPITAL CORP 0.0%
Value ($000) $14 Shares 621 Est. Cost $11.05 Unrealized +5.7%
HYXF ISHARES ESG ADV HIGH YIELD 0.0%
Value ($000) $14 Shares 260 Est. Cost $51.97 Unrealized
LUMN LUMEN TECHNOLOGIES INC 0.0%
Value ($000) $14 Shares 1,150 Est. Cost $10.83 Unrealized +4.8%
INFU INFUSYSTEMS HOLDINGS INC 0.0%
Value ($000) $13 Shares 1,000 Est. Cost $3.18 Unrealized +413.3%
FCX FREEPORT MCMORAN INC 0.0%
Value ($000) $13 Shares 400 Est. Cost $33.08 Unrealized 0.0%
CURI CURIOSITYSTREAM INC CL A 0.0%
Value ($000) $12 Shares 1,109 Est. Cost $15.12 Unrealized -32.0%
AGCO AGCO CORP 0.0%
Value ($000) $12 Shares 100 Est. Cost $60.90 Unrealized +85.7%
JBL JABIL CIRCUIT INC. 0.0%
Value ($000) $12 Shares 200 Est. Cost $26.87 Unrealized +118.0%
BNS BANK OF NOVA SCOTIA 0.0%
Value ($000) $12 Shares 200 Est. Cost $49.42 Unrealized 0.0%
A AGILENT TECHNOLOGIES INC 0.0%
Value ($000) $12 Shares 76 Est. Cost $63.50 Unrealized +147.3%
CLSK CLEANSPARK INC 0.0%
Value ($000) $12 Shares 1,072 Est. Cost $9.87 Unrealized +36.3%
ROYAL DUTCH SHELL PLC CL A 0.0%
Value ($000) $12 Shares 260 Est. Cost $66.33 Unrealized
RSG REPUBLIC SERVICES INC 0.0%
Value ($000) $12 Shares 100 Est. Cost $83.07 Unrealized +36.0%
II-VI INC 0.0%
Value ($000) $12 Shares 200 Est. Cost $30.00 Unrealized
TDC TERADATA CORP DEL COM 0.0%
Value ($000) $11 Shares 200 Est. Cost $51.54 Unrealized 0.0%
INTU INTUIT INC 0.0%
Value ($000) $11 Shares 20 Est. Cost $340.30 Unrealized +54.1%
ORANY ORANGE SA ADR 0.0%
Value ($000) $11 Shares 1,000 Est. Cost $17.00 Unrealized
VGLT VANGUARD LONG TERM TREASURY 0.0%
Value ($000) $11 Shares 130 Est. Cost $97.84 Unrealized
C CITIGROUP INC 0.0%
Value ($000) $11 Shares 163 Est. Cost $44.28 Unrealized +34.8%
JUST GOLDMAN SACHS JUST US LARGE CAP EQUITY ETF 0.0%
Value ($000) $10 Shares 165 Est. Cost $58.40 Unrealized
ET ENERGY TRANSFER EQUITY LP 0.0%
Value ($000) $10 Shares 1,090 Est. Cost $13.72 Unrealized
DRAFTKINGS INC CL A 0.0%
Value ($000) $10 Shares 200 Est. Cost $45.00 Unrealized
CC THE CHEMOURS CO 0.0%
Value ($000) $10 Shares 360 Est. Cost $31.08 Unrealized -10.9%
SPH SUBURBAN PROPANE PARTNERS LP 0.0%
Value ($000) $10 Shares 670 Est. Cost $15.46 Unrealized
PHM PULTE GROUP INC 0.0%
Value ($000) $10 Shares 210 Est. Cost $42.08 Unrealized +18.3%
IRONNET INC 0.0%
Value ($000) $9 Shares 500 Est. Cost $18.00 Unrealized
NWL NEWELL RUBBERMAID INC 0.0%
Value ($000) $9 Shares 420 Est. Cost $20.95 Unrealized 0.0%
UCTT ULTRA CLEAN HOLDINGS INC 0.0%
Value ($000) $9 Shares 200 Est. Cost $47.15 Unrealized 0.0%
STOT SPDR DOUBLELINE SHRT DUR 0.0%
Value ($000) $9 Shares 180 Est. Cost $50.00 Unrealized
IP INTERNATIONAL PAPER CO 0.0%
Value ($000) $9 Shares 156 Est. Cost $27.01 Unrealized +69.9%
DGII DIGI INTL INC 0.0%
Value ($000) $8 Shares 400 Est. Cost $10.69 Unrealized +93.6%
SPIB SPDR INTERM CORP BOND ETF 0.0%
Value ($000) $8 Shares 225 Est. Cost $34.36 Unrealized
DRI DARDEN RESTAURANTS INC 0.0%
Value ($000) $8 Shares 50 Est. Cost $35.12 Unrealized +263.2%
GABELLI MULTIMEDIA TR INC 0.0%
Value ($000) $8 Shares 898 Est. Cost $7.80 Unrealized
NXST NEXSTAR MEDIA GROUP CLASS A 0.0%
Value ($000) $8 Shares 50 Est. Cost $38.58 Unrealized +229.0%
VYX NCR CORP NEW 0.0%
Value ($000) $8 Shares 200 Est. Cost $26.02 Unrealized 0.0%
IRDM IRIDIUM COMMUNICATIONS INC 0.0%
Value ($000) $8 Shares 200 Est. Cost $8.81 Unrealized +376.2%
RBBN RIBBONS COMMUNICATIONS INC 0.0%
Value ($000) $8 Shares 1,400 Est. Cost $8.28 Unrealized -18.4%
INCY INCYTE CORP 0.0%
Value ($000) $7 Shares 100 Est. Cost $96.40 Unrealized -21.2%
HOG HARLEY DAVIDSON INC 0.0%
Value ($000) $7 Shares 200 Est. Cost $64.57 Unrealized -37.5%
GABELLI UTILITY TRUST 0.0%
Value ($000) $7 Shares 866 Est. Cost $8.08 Unrealized
GABELLI EQUITY TR INC 0.0%
Value ($000) $7 Shares 1,000 Est. Cost $5.00 Unrealized
DCOM DIME CMNTY BANCSHARES INC 0.0%
Value ($000) $7 Shares 200 Est. Cost $23.82 Unrealized +15.1%
BBT BERKSHIRE HILLS BANCORP INC 0.0%
Value ($000) $7 Shares 264 Est. Cost $18.71 Unrealized +24.0%
SNAP SNAP INC 0.0%
Value ($000) $7 Shares 100 Est. Cost $72.25 Unrealized 0.0%
JOUNCE THERAPEUTICS INC 0.0%
Value ($000) $7 Shares 1,000 Est. Cost $8.50 Unrealized
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $7 Shares 30 Est. Cost $180.55 Unrealized +15.1%
LEVI LEVI STRAUSS & CO CL A 0.0%
Value ($000) $7 Shares 300 Est. Cost $23.85 Unrealized 0.0%
OXY OCCIDENTAL PETROLEUM CORP 0.0%
Value ($000) $6 Shares 200 Est. Cost $25.18 Unrealized 0.0%
GEVO GEVO INC 0.0%
Value ($000) $6 Shares 951 Est. Cost $9.59 Unrealized -35.5%
CRBN ISHARES MSCI ACWI LOW CARBON 0.0%
Value ($000) $6 Shares 35 Est. Cost $171.43 Unrealized
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $6 Shares 114 Est. Cost $52.20 Unrealized -6.4%
AGG ISHARES CORE US AGGREGATE BOND ETF 0.0%
Value ($000) $6 Shares 48 Est. Cost $116.99 Unrealized
TRST TRUSTCO BANK CORP 0.0%
Value ($000) $5 Shares 168 Est. Cost $30.13 Unrealized -10.9%
REGULUS THERAPEUTICS INC 0.0%
Value ($000) $5 Shares 6,900 Est. Cost $1.59 Unrealized
CEL SCI CORP 0.0%
Value ($000) $5 Shares 500 Est. Cost $8.92 Unrealized
ATOSSA THERAPEUTICS INC 0.0%
Value ($000) $5 Shares 1,475 Est. Cost $2.03 Unrealized
GRNB VANECK VECTORS ETF TR GREEN BD ETF 0.0%
Value ($000) $5 Shares 190 Est. Cost $28.25 Unrealized
XYL XYLEM INC 0.0%
Value ($000) $5 Shares 44 Est. Cost $64.39 Unrealized +89.7%
BOX BOX INC CL A 0.0%
Value ($000) $5 Shares 200 Est. Cost $24.56 Unrealized 0.0%
MP MP MATERIALS CORP CL A 0.0%
Value ($000) $5 Shares 150 Est. Cost $36.97 Unrealized -5.9%
WAB WABTEC CORP 0.0%
Value ($000) $4 Shares 45 Est. Cost $65.34 Unrealized +28.6%
VXF VANGUARD EXTENDED MKT IDX 0.0%
Value ($000) $4 Shares 21 Est. Cost $118.99 Unrealized
VOD VODAFONE GROUP PLC ADR 0.0%
Value ($000) $4 Shares 238 Est. Cost $16.81 Unrealized
EFAV ISHARES EDGE MSCI MIN VOL EAFE ETF 0.0%
Value ($000) $4 Shares 55 Est. Cost $66.25 Unrealized
SRNE SORRENTO THERAPEUTICS INC 0.0%
Value ($000) $4 Shares 500 Est. Cost $6.31 Unrealized +34.4%
RGLD ROYAL GOLD INC 0.0%
Value ($000) $4 Shares 43 Est. Cost $65.59 Unrealized +70.8%
IWP ISHARES RUSSELL MID GROWTH 0.0%
Value ($000) $4 Shares 40 Est. Cost $127.78 Unrealized
MPT MEDICAL PPTYS TRUST INC 0.0%
Value ($000) $4 Shares 200 Est. Cost $14.73 Unrealized
XTN SPDR S&P TRANSPORTATION ETF 0.0%
Value ($000) $3 Shares 34 Est. Cost $88.24 Unrealized
FMS FRESENIUS MEDICAL CARE AG & CO KGAA 0.0%
Value ($000) $3 Shares 100 Est. Cost $30.00 Unrealized
SIGMATRON INTERNATIONAL INC 0.0%
Value ($000) $3 Shares 300 Est. Cost $10.00 Unrealized
IEC ELECTRONICS CORPORATION 0.0%
Value ($000) $3 Shares 200 Est. Cost $10.00 Unrealized
HEAT BIOLOGICS INC 0.0%
Value ($000) $3 Shares 560 Est. Cost $5.19 Unrealized
PAVE GLOBAL X US INFRASTRUCTURE DEV ETF 0.0%
Value ($000) $2 Shares 95 Est. Cost $21.05 Unrealized
AGENUS INC 0.0%
Value ($000) $2 Shares 300 Est. Cost $3.33 Unrealized
SUSB ISHARES TR ESG AWRE 1 5 YR 0.0%
Value ($000) $2 Shares 75 Est. Cost $30.00 Unrealized
WOOD ISHARES TR S&P GTFIDX ETF 0.0%
Value ($000) $2 Shares 27 Est. Cost $74.07 Unrealized
CIBR FIRST TR NASDAQ CYB SEC ETF 0.0%
Value ($000) $2 Shares 32 Est. Cost $31.25 Unrealized
HOMZ THE HOYA CAPITAL HOUSING ETF 0.0%
Value ($000) $2 Shares 62 Est. Cost $32.26 Unrealized
ITB ISHARES US HOME CONSTRUCTION 0.0%
Value ($000) $2 Shares 33 Est. Cost $60.61 Unrealized
ARKF ARK FINTECH INNOVATION ETF 0.0%
Value ($000) $2 Shares 40 Est. Cost $50.00 Unrealized
BB BLACKBERRY LTD NPV 0.0%
Value ($000) $2 Shares 250 Est. Cost $5.49 Unrealized +91.0%
SSL SASOL LTD 0.0%
Value ($000) $2 Shares 100 Est. Cost $20.00 Unrealized
ECOFIN DIGTL PYMNTS INFRSTRC 0.0%
Value ($000) $2 Shares 45 Est. Cost $44.44 Unrealized
IGF ISHARES TR S&P GLO INFRAS 0.0%
Value ($000) $2 Shares 53 Est. Cost $37.74 Unrealized
NIKOLA CORP 0.0%
Value ($000) $2 Shares 200 Est. Cost $20.00 Unrealized
CUT INVESCO MSCI GLOBAL TIMBER 0.0%
Value ($000) $2 Shares 65 Est. Cost $30.77 Unrealized
IYZ ISHARES US TELECOM ETF 0.0%
Value ($000) $1 Shares 44 Est. Cost $26.67 Unrealized
SXC SUNCOKE ENERGY INC 0.0%
Value ($000) $1 Shares 218 Est. Cost $10.78 Unrealized -36.3%
TWITTER INC 0.0%
Value ($000) $1 Shares 22 Est. Cost $32.91 Unrealized
TEVA TEVA PHARMACEUTICAL INDS LTDADR 0.0%
Value ($000) $1 Shares 100 Est. Cost $10.00 Unrealized
DDD 3D SYSTEM CORP 0.0%
Value ($000) $1 Shares 50 Est. Cost $29.60 Unrealized 0.0%
LCTX LINEAGE CELL THERAPEUTICS 0.0%
Value ($000) $1 Shares 508 Est. Cost $2.57 Unrealized 0.0%
QCLN FIRST TRUST NASDAQ CLN EDGE 0.0%
Value ($000) $1 Shares 15 Est. Cost $66.67 Unrealized
ESML ISHARES ESG AWARE MSCI SMALLCAP ETF 0.0%
Value ($000) $1 Shares 25 Est. Cost $56.00 Unrealized
IHAK ISHARES CYBERSEC & TECH ETF 0.0%
Value ($000) $1 Shares 34 Est. Cost $29.41 Unrealized
AMRX AMNEAL PHARMACEUTICALS INC CL A 0.0%
Value ($000) $1 Shares 200 Est. Cost $5.03 Unrealized 0.0%
PICK ISHARES MSCI GLOBAL MTL&MIN PRODUCERS ETF 0.0%
Value ($000) $1 Shares 32 Est. Cost $31.25 Unrealized
SHAK SHAKE SHACK INC 0.0%
Value ($000) $1 Shares 10 Est. Cost $91.01 Unrealized 0.0%
BLUE APRON HOLDINGS INC 0.0%
Value ($000) $0 Shares 6 Est. Cost Unrealized
GERN GERON CORP 0.0%
Value ($000) $0 Shares 300 Est. Cost $1.33 Unrealized 0.0%
AGEX THERAPEUTICS INC 0.0%
Value ($000) $0 Shares 50 Est. Cost Unrealized
ORGANOVO HOLDINGS INC 0.0%
Value ($000) $0 Shares 5 Est. Cost Unrealized
UNITI GROUP INC 0.0%
Value ($000) $0 Shares 16 Est. Cost $23.05 Unrealized