Community Bank, N.A. Diversified Active

CIK: 0001632187 · Show all filings

Period: Q4 2022 (← Previous) (Next →)

Filing Date: Jan 31, 2023

Total Value ($000): $718,026 (100.0% shares, 0.0% debt)

Holdings (474)

AAPL APPLE INC 7.5%
Value ($000) $54,163 Shares 416,863 Est. Cost $86.95 Unrealized +61.8%
IVV ISHARES CORE S&P 500 ETF 5.5%
Value ($000) $39,824 Shares 103,655 Est. Cost $246.82 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 4.7%
Value ($000) $33,894 Shares 549,954 Est. Cost $60.56 Unrealized
IBM INTL BUSINESS MACHINES CORP 2.5%
Value ($000) $18,134 Shares 128,708 Est. Cost $100.05 Unrealized +23.0%
MSFT MICROSOFT CORP 2.4%
Value ($000) $16,884 Shares 70,403 Est. Cost $70.68 Unrealized +231.1%
BMY BRISTOL MYERS SQUIBB COMPANY 2.1%
Value ($000) $14,850 Shares 206,393 Est. Cost $44.74 Unrealized +45.8%
IJR ISHARES CORE S&P SMALLCAP ETF 2.0%
Value ($000) $14,352 Shares 151,647 Est. Cost $91.12 Unrealized
MRK MERCK & COMPANY INC 1.9%
Value ($000) $13,462 Shares 121,333 Est. Cost $46.61 Unrealized +99.1%
ACWI ISHARES MSCI ACWI ETF 1.8%
Value ($000) $13,091 Shares 154,233 Est. Cost $99.22 Unrealized
JNJ JOHNSON & JOHNSON 1.8%
Value ($000) $12,691 Shares 71,845 Est. Cost $83.88 Unrealized +87.2%
VTI VANGUARD TOTAL STOCK MARKET ETF 1.7%
Value ($000) $12,257 Shares 64,111 Est. Cost $104.59 Unrealized
IJH ISHARES CORE S&P MIDCAP ETF 1.7%
Value ($000) $11,993 Shares 49,581 Est. Cost $174.85 Unrealized
JPM JPMORGAN CHASE & CO 1.5%
Value ($000) $11,073 Shares 82,570 Est. Cost $65.90 Unrealized +78.5%
PEP PEPSICO INC 1.5%
Value ($000) $11,064 Shares 61,241 Est. Cost $77.15 Unrealized +108.5%
PG PROCTER & GAMBLE CO 1.4%
Value ($000) $9,941 Shares 65,593 Est. Cost $71.44 Unrealized +81.7%
JEPI JPMORGAN EQUITY PREMIUM INC 1.4%
Value ($000) $9,729 Shares 178,550 Est. Cost $56.77 Unrealized
ABBV ABBVIE INC 1.3%
Value ($000) $9,199 Shares 56,924 Est. Cost $43.65 Unrealized +214.4%
KO COCA COLA COMPANY 1.3%
Value ($000) $9,199 Shares 144,620 Est. Cost $33.09 Unrealized +65.9%
CSCO CISCO SYSTEMS INC 1.3%
Value ($000) $9,063 Shares 190,273 Est. Cost $22.52 Unrealized +84.1%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 1.2%
Value ($000) $8,667 Shares 185,585 Est. Cost $55.42 Unrealized
VZ VERIZON COMMUNICATIONS 1.2%
Value ($000) $8,526 Shares 216,462 Est. Cost $32.61 Unrealized -5.7%
CBU COMMUNITY BK SYS INC 1.2%
Value ($000) $8,429 Shares 133,898 Est. Cost $48.63 Unrealized +15.3%
PFE PFIZER INC 1.2%
Value ($000) $8,287 Shares 161,733 Est. Cost $22.01 Unrealized +82.6%
USMV ISHARES EDGE MSCI MIN VOL USA ETF 1.0%
Value ($000) $7,500 Shares 104,018 Est. Cost $47.36 Unrealized
XOM EXXON MOBIL CORP 1.0%
Value ($000) $7,090 Shares 64,282 Est. Cost $58.82 Unrealized +63.7%
SPY SPDR S&P 500 ETF 1.0%
Value ($000) $7,028 Shares 18,379 Est. Cost $216.71 Unrealized
WMT WAL MART STORES INC 0.9%
Value ($000) $6,622 Shares 46,706 Est. Cost $26.77 Unrealized +70.6%
CVX CHEVRON CORP 0.9%
Value ($000) $6,412 Shares 35,721 Est. Cost $71.85 Unrealized +113.3%
EMR EMERSON ELECTRIC CO 0.8%
Value ($000) $5,980 Shares 62,256 Est. Cost $53.06 Unrealized +59.3%
MDY SPDR S&P MIDCAP 400 ETF 0.8%
Value ($000) $5,881 Shares 13,283 Est. Cost $264.61 Unrealized
PEG PUBLIC SVC ENTERPRISE GROUP 0.8%
Value ($000) $5,758 Shares 93,972 Est. Cost $30.88 Unrealized +68.8%
NUE NUCOR CORP 0.8%
Value ($000) $5,727 Shares 43,447 Est. Cost $39.54 Unrealized +227.8%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.7%
Value ($000) $5,222 Shares 24,374 Est. Cost $102.20 Unrealized
TXN TEXAS INSTRUMENTS INC 0.7%
Value ($000) $5,193 Shares 31,430 Est. Cost $66.26 Unrealized +129.3%
ABT ABBOTT LABORATORIES 0.7%
Value ($000) $5,016 Shares 45,692 Est. Cost $47.93 Unrealized +103.7%
CAT CATERPILLAR INC 0.7%
Value ($000) $4,976 Shares 20,773 Est. Cost $109.16 Unrealized +89.3%
UPS UNITED PARCEL SERVICE CL B 0.7%
Value ($000) $4,935 Shares 28,388 Est. Cost $84.30 Unrealized +75.6%
NEE NEXTERA ENERGY INC 0.7%
Value ($000) $4,865 Shares 58,197 Est. Cost $56.37 Unrealized +30.9%
ITW ILLINOIS TOOL WORKS INC 0.7%
Value ($000) $4,864 Shares 22,077 Est. Cost $75.08 Unrealized +163.1%
LOW LOWES COMPANIES INC 0.7%
Value ($000) $4,674 Shares 23,461 Est. Cost $76.56 Unrealized +145.8%
TOTL SPDR DOUBLELINE TOTAL RETURNTACT ETF 0.6%
Value ($000) $4,515 Shares 112,750 Est. Cost $49.51 Unrealized
UNH UNITEDHEALTH GROUP INC 0.6%
Value ($000) $4,504 Shares 8,495 Est. Cost $135.49 Unrealized +269.3%
MCD MCDONALDS CORP 0.6%
Value ($000) $4,321 Shares 16,399 Est. Cost $113.91 Unrealized +115.3%
IWS ISHARES RUSSELL MIDCAP VALUE 0.6%
Value ($000) $4,115 Shares 39,068 Est. Cost $74.27 Unrealized
GIS GENERAL MILLS INC 0.6%
Value ($000) $4,040 Shares 48,184 Est. Cost $40.25 Unrealized +81.2%
INTC INTEL CORP 0.6%
Value ($000) $4,026 Shares 152,313 Est. Cost $30.35 Unrealized -12.2%
IWD ISHARES RUSSELL 1000 VALUE 0.6%
Value ($000) $4,017 Shares 26,491 Est. Cost $112.47 Unrealized
CVS CVS HEALTH CORP 0.6%
Value ($000) $3,965 Shares 42,546 Est. Cost $58.46 Unrealized +47.0%
AMGN AMGEN INC 0.5%
Value ($000) $3,865 Shares 14,718 Est. Cost $150.06 Unrealized +61.8%
LMT LOCKHEED MARTIN CORP 0.5%
Value ($000) $3,846 Shares 7,905 Est. Cost $303.79 Unrealized +40.4%
IAU ISHARES GOLD TRUST 0.5%
Value ($000) $3,629 Shares 104,925 Est. Cost $33.70 Unrealized
T AT&T INC 0.5%
Value ($000) $3,620 Shares 196,760 Est. Cost $13.46 Unrealized +12.3%
HD HOME DEPOT INC 0.5%
Value ($000) $3,603 Shares 11,407 Est. Cost $142.66 Unrealized +97.1%
GOOGL ALPHABET INC CLASS A 0.5%
Value ($000) $3,599 Shares 40,790 Est. Cost $108.28 Unrealized -12.9%
D DOMINION ENERGY INC 0.5%
Value ($000) $3,504 Shares 57,153 Est. Cost $49.63 Unrealized +8.1%
SCHA SCHWAB US SMALL CAP ETF 0.5%
Value ($000) $3,472 Shares 85,718 Est. Cost $55.01 Unrealized
OMC OMNICOM GROUP INC 0.5%
Value ($000) $3,471 Shares 42,554 Est. Cost $54.28 Unrealized +22.9%
DD DUPONT DE NEMOURS INC 0.5%
Value ($000) $3,453 Shares 50,314 Est. Cost $26.08 Unrealized -4.2%
ADP AUTOMATIC DATA PROCESSING 0.5%
Value ($000) $3,328 Shares 13,934 Est. Cost $66.37 Unrealized +245.0%
JAAA JANUS DETROIT STREET TR HENDERSON AAA CLO 0.5%
Value ($000) $3,316 Shares 67,335 Est. Cost $50.29 Unrealized
EWC ISHARES MSCI CANADA ETF 0.4%
Value ($000) $3,166 Shares 96,749 Est. Cost $35.86 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP 0.4%
Value ($000) $3,147 Shares 31,181 Est. Cost $55.09 Unrealized +59.1%
AVGO BROADCOM INC 0.4%
Value ($000) $3,075 Shares 5,499 Est. Cost $52.70 Unrealized -9.7%
NKE NIKE INC CLASS B 0.4%
Value ($000) $3,066 Shares 26,200 Est. Cost $58.79 Unrealized +62.1%
QCOM QUALCOMM INC 0.4%
Value ($000) $2,942 Shares 26,762 Est. Cost $92.01 Unrealized +18.3%
HYBB ISHARES BB RATED CRP BND ETF 0.4%
Value ($000) $2,891 Shares 65,115 Est. Cost $51.05 Unrealized
XLE ENERGY SELECT SECTOR SPDR 0.4%
Value ($000) $2,843 Shares 32,503 Est. Cost $41.60 Unrealized
CMI CUMMINS INC 0.4%
Value ($000) $2,723 Shares 11,240 Est. Cost $106.00 Unrealized +108.3%
USB US BANCORP 0.4%
Value ($000) $2,722 Shares 62,424 Est. Cost $33.05 Unrealized +11.1%
CB CHUBB LTD 0.4%
Value ($000) $2,718 Shares 12,320 Est. Cost $116.52 Unrealized +71.6%
DOW DOW INC 0.4%
Value ($000) $2,667 Shares 52,943 Est. Cost $35.28 Unrealized +14.8%
TFC TRUIST FINANCIAL CORP 0.4%
Value ($000) $2,654 Shares 61,698 Est. Cost $40.36 Unrealized -8.1%
HON HONEYWELL INTL INC 0.3%
Value ($000) $2,461 Shares 11,482 Est. Cost $124.21 Unrealized +43.9%
NSC NORFOLK SOUTHERN CORP 0.3%
Value ($000) $2,408 Shares 9,771 Est. Cost $115.03 Unrealized +91.6%
CMCSA COMCAST CORP CLASS A 0.3%
Value ($000) $2,335 Shares 66,761 Est. Cost $31.06 Unrealized -3.2%
EFA ISHARES MSCI EAFE ETF 0.3%
Value ($000) $2,327 Shares 35,459 Est. Cost $61.36 Unrealized
LLY ELI LILLY AND COMPANY 0.3%
Value ($000) $2,294 Shares 6,271 Est. Cost $179.19 Unrealized +93.0%
DIS WALT DISNEY CO 0.3%
Value ($000) $2,286 Shares 26,309 Est. Cost $96.30 Unrealized -3.0%
AMZN AMAZON.COM INC 0.3%
Value ($000) $2,281 Shares 27,155 Est. Cost $120.69 Unrealized -18.2%
TGT TARGET CORP 0.3%
Value ($000) $2,266 Shares 15,205 Est. Cost $137.56 Unrealized +2.4%
MMM 3M COMPANY 0.3%
Value ($000) $2,199 Shares 18,340 Est. Cost $98.38 Unrealized -7.8%
AMCOR PLC 0.3%
Value ($000) $2,085 Shares 175,024 Est. Cost $8.76 Unrealized +16.7%
CSX CSX CORP 0.3%
Value ($000) $2,078 Shares 67,100 Est. Cost $27.61 Unrealized +4.1%
ACWX ISHARES MSCI ACWI EX US ETF 0.3%
Value ($000) $2,068 Shares 45,458 Est. Cost $48.44 Unrealized
GD GENERAL DYNAMICS CORP 0.3%
Value ($000) $2,048 Shares 8,256 Est. Cost $133.05 Unrealized +72.0%
PREF PRINCIPAL SPECTRUM PFD SEC 0.3%
Value ($000) $2,047 Shares 119,615 Est. Cost $28.98 Unrealized
KMB KIMBERLY CLARK CORP 0.3%
Value ($000) $2,002 Shares 14,748 Est. Cost $101.17 Unrealized +11.4%
V VISA INC CLASS A 0.3%
Value ($000) $2,001 Shares 9,630 Est. Cost $123.67 Unrealized +59.3%
CL COLGATE PALMOLIVE CO 0.3%
Value ($000) $1,982 Shares 25,159 Est. Cost $64.56 Unrealized +8.0%
PNC PNC FINL SVCS GROUP INC 0.3%
Value ($000) $1,978 Shares 12,522 Est. Cost $101.11 Unrealized +37.7%
SRLN SPDR BLACKSTONE/GSO SENIOR LOAN ETF 0.3%
Value ($000) $1,956 Shares 47,827 Est. Cost $46.07 Unrealized
SRE SEMPRA ENERGY 0.3%
Value ($000) $1,949 Shares 12,610 Est. Cost $50.73 Unrealized +37.6%
PFF ISHARES US PREFERRED STOCK 0.3%
Value ($000) $1,880 Shares 61,586 Est. Cost $37.85 Unrealized
APD AIR PRODUCTS & CHEMICALS INC 0.3%
Value ($000) $1,879 Shares 6,097 Est. Cost $187.41 Unrealized +38.5%
EMXC ISHARES MSCI EM EX CHINA 0.3%
Value ($000) $1,818 Shares 38,295 Est. Cost $54.28 Unrealized
UNP UNION PACIFIC CORP 0.3%
Value ($000) $1,816 Shares 8,771 Est. Cost $146.62 Unrealized +29.7%
MS MORGAN STANLEY 0.2%
Value ($000) $1,749 Shares 20,570 Est. Cost $64.40 Unrealized +19.3%
TMO THERMO FISHER SCIENTIFIC INC 0.2%
Value ($000) $1,742 Shares 3,163 Est. Cost $358.00 Unrealized +46.6%
ALB ALBEMARLE CORP 0.2%
Value ($000) $1,735 Shares 8,000 Est. Cost $77.10 Unrealized +230.2%
GILD GILEAD SCIENCES INC 0.2%
Value ($000) $1,706 Shares 19,873 Est. Cost $57.03 Unrealized +24.1%
COP CONOCOPHILLIPS 0.2%
Value ($000) $1,682 Shares 14,256 Est. Cost $47.42 Unrealized +130.7%
PSX PHILLIPS 66 0.2%
Value ($000) $1,668 Shares 16,025 Est. Cost $58.54 Unrealized +56.1%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.2%
Value ($000) $1,665 Shares 42,727 Est. Cost $41.60 Unrealized
TRV TRAVELERS COMPANIES INC 0.2%
Value ($000) $1,626 Shares 8,673 Est. Cost $107.84 Unrealized +57.0%
SYK STRYKER CORP 0.2%
Value ($000) $1,604 Shares 6,560 Est. Cost $107.67 Unrealized +104.1%
DHS WISDOMTREE US HIGH DIVIDEND ETF 0.2%
Value ($000) $1,598 Shares 18,566 Est. Cost $67.95 Unrealized
GLW CORNING INC 0.2%
Value ($000) $1,593 Shares 49,877 Est. Cost $25.31 Unrealized +17.4%
VCSH VANGUARD SHORT TERM CORP BOND ETF 0.2%
Value ($000) $1,579 Shares 20,997 Est. Cost $79.79 Unrealized
GUNR FLEXSHARES GLOBAL UPSTREAM NATURAL RESOURCES 0.2%
Value ($000) $1,565 Shares 35,995 Est. Cost $36.30 Unrealized
DMLP DORCHESTER MINERALS LP 0.2%
Value ($000) $1,547 Shares 51,675 Est. Cost $12.78 Unrealized
MTB M & T BANK CORP 0.2%
Value ($000) $1,516 Shares 10,450 Est. Cost $101.35 Unrealized +45.8%
IXJ ISHARES GLOBAL HEALTHCARE 0.2%
Value ($000) $1,483 Shares 17,475 Est. Cost $84.53 Unrealized
AEP AMERICAN ELECTRIC POWER CO 0.2%
Value ($000) $1,444 Shares 15,213 Est. Cost $57.90 Unrealized +39.7%
AMT AMERICAN TOWER CORP 0.2%
Value ($000) $1,304 Shares 6,155 Est. Cost $203.71 Unrealized -8.3%
BDX BECTON DICKINSON AND COMPANY 0.2%
Value ($000) $1,303 Shares 5,122 Est. Cost $132.11 Unrealized +69.0%
VRP INVESCO VARIABLE RATE PFD 0.2%
Value ($000) $1,259 Shares 56,260 Est. Cost $24.84 Unrealized
NVDA NVIDIA CORPORATION 0.2%
Value ($000) $1,227 Shares 8,393 Est. Cost $19.58 Unrealized -25.2%
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $1,220 Shares 8,254 Est. Cost $75.29 Unrealized +89.1%
BAC BANK OF AMERICA CORPORATION 0.2%
Value ($000) $1,190 Shares 35,943 Est. Cost $21.96 Unrealized +44.4%
VGT VANGUARD INFO TECH ETF 0.2%
Value ($000) $1,150 Shares 3,601 Est. Cost $188.16 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.2%
Value ($000) $1,150 Shares 7,570 Est. Cost $81.14 Unrealized
WTRG ESSENTIAL UTILITIES INC 0.2%
Value ($000) $1,134 Shares 23,767 Est. Cost $47.50 Unrealized -4.7%
MCK MCKESSON CORP 0.2%
Value ($000) $1,132 Shares 3,017 Est. Cost $161.50 Unrealized +127.4%
VNQ VANGUARD REIT ETF 0.2%
Value ($000) $1,124 Shares 13,625 Est. Cost $79.52 Unrealized
EXC EXELON CORP 0.2%
Value ($000) $1,080 Shares 24,987 Est. Cost $17.67 Unrealized +99.1%
VOO VANGUARD S&P 500 ETF 0.1%
Value ($000) $1,043 Shares 2,969 Est. Cost $278.48 Unrealized
QQQ INVESCO QQQ TRUST 0.1%
Value ($000) $994 Shares 3,733 Est. Cost $244.42 Unrealized
MTD METTLER-TOLEDO INTL 0.1%
Value ($000) $989 Shares 684 Est. Cost $722.02 Unrealized +85.4%
BAX BAXTER INTERNATIONAL INC 0.1%
Value ($000) $980 Shares 19,235 Est. Cost $66.89 Unrealized -25.8%
XLB MATERIALS SELECT SECTOR SPDR 0.1%
Value ($000) $969 Shares 12,478 Est. Cost $55.61 Unrealized
BLACKROCK INC 0.1%
Value ($000) $956 Shares 1,349 Est. Cost $620.85 Unrealized
NBTB NBT BANCORP INC 0.1%
Value ($000) $935 Shares 21,539 Est. Cost $29.52 Unrealized +49.5%
IWM ISHARES RUSSELL 2000 ETF 0.1%
Value ($000) $933 Shares 5,349 Est. Cost $143.82 Unrealized
KMI KINDER MORGAN INC 0.1%
Value ($000) $909 Shares 50,295 Est. Cost $13.93 Unrealized +9.0%
RY ROYAL BANK OF CANADA 0.1%
Value ($000) $892 Shares 9,488 Est. Cost $73.81 Unrealized +27.9%
SBUX STARBUCKS CORP 0.1%
Value ($000) $868 Shares 8,753 Est. Cost $56.99 Unrealized +53.6%
SPYM SPDR PORTFOLIO S&P 500 0.1%
Value ($000) $860 Shares 19,135 Est. Cost $52.41 Unrealized
IEF ISHARES 7-10 YEAR TSY BOND 0.1%
Value ($000) $842 Shares 8,790 Est. Cost $110.73 Unrealized
AME AMETEK INC 0.1%
Value ($000) $838 Shares 6,000 Est. Cost $90.92 Unrealized +42.8%
IVE ISHARES S&P 500 VALUE ETF 0.1%
Value ($000) $830 Shares 5,721 Est. Cost $107.38 Unrealized
ELV ELEVANCE HEALTH INC 0.1%
Value ($000) $827 Shares 1,613 Est. Cost $136.19 Unrealized +255.7%
VIS VANGUARD INDUSTRIALS ETF 0.1%
Value ($000) $813 Shares 4,450 Est. Cost $107.90 Unrealized
BWA BORGWARNER INC 0.1%
Value ($000) $807 Shares 20,045 Est. Cost $35.35 Unrealized -7.9%
GLD SPDR GOLD SHARES 0.1%
Value ($000) $782 Shares 4,607 Est. Cost $126.59 Unrealized
GOOG ALPHABET INC CLASS C 0.1%
Value ($000) $777 Shares 8,760 Est. Cost $108.78 Unrealized -12.9%
SYY SYSCO CORP 0.1%
Value ($000) $773 Shares 10,115 Est. Cost $33.25 Unrealized +122.3%
VFH VANGUARD FINANCIALS ETF 0.1%
Value ($000) $773 Shares 9,340 Est. Cost $52.13 Unrealized
MA MASTERCARD INC CLASS A 0.1%
Value ($000) $756 Shares 2,175 Est. Cost $275.69 Unrealized +17.3%
FSLR FIRST SOLAR, INC. 0.1%
Value ($000) $749 Shares 5,000 Est. Cost $79.13 Unrealized +87.3%
IVW ISHARES S&P 500 GROWTH ETF 0.1%
Value ($000) $748 Shares 12,788 Est. Cost $85.68 Unrealized
EFX EQUIFAX INC 0.1%
Value ($000) $739 Shares 3,800 Est. Cost $132.13 Unrealized +35.3%
SHY ISHARES 1-3 YR TREASURY BOND 0.1%
Value ($000) $725 Shares 8,936 Est. Cost $86.21 Unrealized
SPIB SPDR INTERM CORP BOND ETF 0.1%
Value ($000) $724 Shares 22,760 Est. Cost $32.64 Unrealized
TD TORONTO DOMINION BANK 0.1%
Value ($000) $711 Shares 10,977 Est. Cost $46.05 Unrealized +40.3%
DG DOLLAR GENERAL CORP 0.1%
Value ($000) $659 Shares 2,675 Est. Cost $117.25 Unrealized +98.8%
WM WASTE MANAGEMENT INC 0.1%
Value ($000) $656 Shares 4,182 Est. Cost $112.75 Unrealized +35.9%
MDLZ MONDELEZ INTL INC CL A 0.1%
Value ($000) $647 Shares 9,708 Est. Cost $45.07 Unrealized +28.7%
BSV VANGUARD SHORT TERM BOND ETF 0.1%
Value ($000) $603 Shares 8,005 Est. Cost $79.76 Unrealized
GDX VANECK VECTORS GOLD MINERS ETF 0.1%
Value ($000) $573 Shares 20,000 Est. Cost $25.15 Unrealized
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $530 Shares 5,560 Est. Cost $59.81 Unrealized +36.5%
SPYV SPDR PORTFOLIO S&P 500 VALUE 0.1%
Value ($000) $529 Shares 13,603 Est. Cost $29.37 Unrealized
XLK TECHNOLOGY SELECT SECTOR SPDR ETF 0.1%
Value ($000) $526 Shares 4,231 Est. Cost $68.53 Unrealized
FDX FEDEX CORP 0.1%
Value ($000) $509 Shares 2,940 Est. Cost $226.10 Unrealized -31.4%
LAM RESEARCH CORP 0.1%
Value ($000) $504 Shares 1,200 Est. Cost $422.68 Unrealized
TMP TOMPKINS FINANCIAL CORP 0.1%
Value ($000) $489 Shares 6,300 Est. Cost $46.77 Unrealized +49.0%
CARR CARRIER GLOBAL CORPORATION 0.1%
Value ($000) $475 Shares 11,515 Est. Cost $30.49 Unrealized +27.5%
SPYG SPDR PORTFOLIO S&P500 GROWTH 0.1%
Value ($000) $467 Shares 9,213 Est. Cost $37.24 Unrealized
STZ CONSTELLATION BRANDS INC 0.1%
Value ($000) $464 Shares 2,000 Est. Cost $137.47 Unrealized +64.5%
ZBH ZIMMER HOLDINGS INC 0.1%
Value ($000) $463 Shares 3,634 Est. Cost $130.45 Unrealized -13.5%
NVS NOVARTIS AG ADR 0.1%
Value ($000) $457 Shares 5,033 Est. Cost $90.29 Unrealized
ADM ARCHER DANIELS MIDLAND CO 0.1%
Value ($000) $451 Shares 4,860 Est. Cost $62.18 Unrealized +34.5%
IJK ISHARES S&P MIDCAP 400 GROWTH ETF 0.1%
Value ($000) $449 Shares 6,580 Est. Cost $97.04 Unrealized
CI CIGNA CORP 0.1%
Value ($000) $446 Shares 1,347 Est. Cost $182.59 Unrealized +63.7%
SPGI S&P GLOBAL INC 0.1%
Value ($000) $446 Shares 1,331 Est. Cost $274.96 Unrealized +16.8%
BHP BHP GROUP LTD ADR 0.1%
Value ($000) $434 Shares 7,000 Est. Cost $44.58 Unrealized
CAG CONAGRA FOODS INC 0.1%
Value ($000) $433 Shares 11,200 Est. Cost $29.84 Unrealized +3.7%
EOG EOG RESOURCES INC 0.1%
Value ($000) $433 Shares 3,344 Est. Cost $70.27 Unrealized +67.7%
IP INTERNATIONAL PAPER CO 0.1%
Value ($000) $418 Shares 12,073 Est. Cost $36.08 Unrealized -16.9%
XLV HEALTH CARE SELECT SECTOR SPDR ETF 0.1%
Value ($000) $412 Shares 3,035 Est. Cost $104.17 Unrealized
CTVA CORTEVA INC 0.1%
Value ($000) $392 Shares 6,671 Est. Cost $27.43 Unrealized +122.9%
FLCA FRANKLIN FTSE CANADA 0.1%
Value ($000) $391 Shares 13,140 Est. Cost $29.72 Unrealized
PHYS SPROTT PHYSICAL GOLD TRUST 0.1%
Value ($000) $378 Shares 26,836 Est. Cost $14.31 Unrealized
INVESCO BULLETSHS 24 CRP ETF 0.1%
Value ($000) $367 Shares 17,930 Est. Cost $20.71 Unrealized
DUK DUKE ENERGY CORP 0.1%
Value ($000) $363 Shares 3,520 Est. Cost $60.37 Unrealized +40.5%
BND VANGUARD TOTAL BOND MRKT ETF 0.1%
Value ($000) $362 Shares 5,034 Est. Cost $79.58 Unrealized
BCI ABRDN BBRG ALL COMMODITY 0.1%
Value ($000) $360 Shares 16,330 Est. Cost $25.80 Unrealized
BA BOEING COMPANY 0.0%
Value ($000) $352 Shares 1,849 Est. Cost $134.65 Unrealized +21.5%
ICLN ISHARES GLOBAL CLEAN ENERGY 0.0%
Value ($000) $352 Shares 17,750 Est. Cost $23.42 Unrealized
FCX FREEPORT MCMORAN INC 0.0%
Value ($000) $348 Shares 9,150 Est. Cost $31.70 Unrealized +5.6%
HYG ISHARES IBOXX $ HIGH YIELD CORP BOND ETF 0.0%
Value ($000) $334 Shares 4,532 Est. Cost $85.91 Unrealized
WMB WILLIAMS COMPANIES INC 0.0%
Value ($000) $329 Shares 10,000 Est. Cost $20.43 Unrealized +38.2%
ETN EATON CORP PLC 0.0%
Value ($000) $326 Shares 2,080 Est. Cost $79.40 Unrealized +85.1%
GSY INVESCO ACTIVELY MANAGD ETF ULTRA SHRT DUR 0.0%
Value ($000) $321 Shares 6,501 Est. Cost $50.42 Unrealized
ESGD ISHARES ESG MSCI EAFE ETF 0.0%
Value ($000) $321 Shares 4,880 Est. Cost $63.49 Unrealized
AWK AMERICAN WATER WORKS CO INC 0.0%
Value ($000) $320 Shares 2,100 Est. Cost $110.54 Unrealized +22.0%
TJX TJX COMPANIES 0.0%
Value ($000) $315 Shares 3,958 Est. Cost $44.76 Unrealized +58.0%
DGX QUEST DIAGNOSTICS INC 0.0%
Value ($000) $310 Shares 1,983 Est. Cost $126.95 Unrealized +6.6%
IBTK ISHARES IBONDS DEC 2030 TERM TSY ETF 0.0%
Value ($000) $308 Shares 15,740 Est. Cost $19.54 Unrealized
ESGE ISHARES ESG MSCI EM ETF 0.0%
Value ($000) $299 Shares 9,960 Est. Cost $36.82 Unrealized
FAST FASTENAL CO 0.0%
Value ($000) $293 Shares 6,200 Est. Cost $12.49 Unrealized +81.3%
ORCL ORACLE CORP 0.0%
Value ($000) $286 Shares 3,500 Est. Cost $47.25 Unrealized +54.9%
ROP ROPER INDS INC 0.0%
Value ($000) $274 Shares 633 Est. Cost $333.07 Unrealized +21.3%
XLP CONSUMER STAPLES SECTOR SPDR 0.0%
Value ($000) $263 Shares 3,532 Est. Cost $61.44 Unrealized
GE GENERAL ELECTRIC CO 0.0%
Value ($000) $258 Shares 3,076 Est. Cost $56.42 Unrealized -14.3%
DE DEERE & COMPANY 0.0%
Value ($000) $257 Shares 600 Est. Cost $300.90 Unrealized +29.2%
BRK/B BERKSHIRE HATHAWAY INC B 0.0%
Value ($000) $255 Shares 827 Est. Cost $232.81 Unrealized +27.6%
XLU UTILITIES SELECT SECTOR SPDR 0.0%
Value ($000) $255 Shares 3,620 Est. Cost $59.23 Unrealized
HDV ISHARES CORE HIGH DIVIDEND 0.0%
Value ($000) $248 Shares 2,380 Est. Cost $85.55 Unrealized
VB VANGUARD SMALLCAP ETF 0.0%
Value ($000) $243 Shares 1,325 Est. Cost $135.45 Unrealized
NFG NATIONAL FUEL GAS COMPANY 0.0%
Value ($000) $239 Shares 3,776 Est. Cost $58.82 Unrealized +9.4%
EIX EDISON INTL 0.0%
Value ($000) $237 Shares 3,727 Est. Cost $51.38 Unrealized +3.5%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $234 Shares 2,316 Est. Cost $63.74 Unrealized +27.5%
MO ALTRIA GROUP INC 0.0%
Value ($000) $233 Shares 5,096 Est. Cost $29.52 Unrealized +18.6%
EMN EASTMAN CHEMICAL CO 0.0%
Value ($000) $228 Shares 2,800 Est. Cost $51.71 Unrealized +37.5%
XLY CONSUMER DISCRET SEL SECT SPDR ETF 0.0%
Value ($000) $224 Shares 1,734 Est. Cost $133.43 Unrealized
VBR VANGUARD SMALLCAP VALUE ETF 0.0%
Value ($000) $222 Shares 1,400 Est. Cost $108.04 Unrealized
AEE AMEREN CORPORATION 0.0%
Value ($000) $222 Shares 2,498 Est. Cost $29.40 Unrealized +159.0%
BIIB BIOGEN INC 0.0%
Value ($000) $222 Shares 800 Est. Cost $264.15 Unrealized +6.9%
SO SOUTHERN COMPANY 0.0%
Value ($000) $211 Shares 2,957 Est. Cost $40.88 Unrealized +45.8%
TT TRANE TECHNOLOGIES PLC 0.0%
Value ($000) $209 Shares 1,242 Est. Cost $93.73 Unrealized +70.0%
VUG VANGUARD GROWTH ETF 0.0%
Value ($000) $199 Shares 936 Est. Cost $220.72 Unrealized
VXUS VANGUARD TOTAL INTL STOCK ETF 0.0%
Value ($000) $195 Shares 3,772 Est. Cost $54.37 Unrealized
SLB SLB 0.0%
Value ($000) $193 Shares 3,602 Est. Cost $57.18 Unrealized -19.4%
ECL ECOLAB INC 0.0%
Value ($000) $175 Shares 1,200 Est. Cost $149.57 Unrealized -5.2%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.0%
Value ($000) $172 Shares 4,090 Est. Cost $41.50 Unrealized
HSY HERSHEY CO 0.0%
Value ($000) $171 Shares 738 Est. Cost $102.74 Unrealized +106.5%
WFC WELLS FARGO & CO 0.0%
Value ($000) $170 Shares 4,125 Est. Cost $40.08 Unrealized +1.9%
FOXA FOX CORP 0.0%
Value ($000) $167 Shares 5,500 Est. Cost $33.56 Unrealized -12.6%
VO VANGUARD MIDCAP ETF 0.0%
Value ($000) $166 Shares 816 Est. Cost $150.05 Unrealized
CHD CHURCH & DWIGHT CO INC 0.0%
Value ($000) $161 Shares 2,000 Est. Cost $66.06 Unrealized +11.9%
LQD ISHARES IBOXX $ INVMT GRADE CORP BOND ETF 0.0%
Value ($000) $154 Shares 1,459 Est. Cost $122.30 Unrealized
EEM ISHARES MSCI EMERGING MKTS ETF 0.0%
Value ($000) $140 Shares 3,693 Est. Cost $42.12 Unrealized
FIS FIDELITY NATL INFORMATION SV 0.0%
Value ($000) $136 Shares 2,000 Est. Cost $116.22 Unrealized -43.7%
NWFL NORWOOD FINANCIAL CORP 0.0%
Value ($000) $133 Shares 3,992 Est. Cost $29.61 Unrealized +2.1%
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $128 Shares 235 Est. Cost $181.39 Unrealized +173.0%
DHR DANAHER CORP 0.0%
Value ($000) $128 Shares 482 Est. Cost $148.82 Unrealized +53.3%
STT STATE STREET CORP 0.0%
Value ($000) $125 Shares 1,615 Est. Cost $60.59 Unrealized +9.1%
PPG PPG INDUSTRIES INC 0.0%
Value ($000) $123 Shares 975 Est. Cost $93.16 Unrealized +22.9%
IWR ISHARES RUSSELL MIDCAP ETF 0.0%
Value ($000) $120 Shares 1,774 Est. Cost $69.39 Unrealized
SRVR PACER BENCHMARK DATA&INFRAS RE SECTOR ETF 0.0%
Value ($000) $117 Shares 4,035 Est. Cost $31.61 Unrealized
SGOV ISHARES 0-3 MONTH TREASURY 0.0%
Value ($000) $116 Shares 1,160 Est. Cost $100.13 Unrealized
PAYX PAYCHEX INC 0.0%
Value ($000) $113 Shares 975 Est. Cost $54.46 Unrealized +95.7%
XLC SELECT SECTOR SPDR TR COMMUNICATION 0.0%
Value ($000) $113 Shares 2,345 Est. Cost $64.78 Unrealized
MET METLIFE INC 0.0%
Value ($000) $112 Shares 1,550 Est. Cost $53.23 Unrealized +22.3%
TM TOYOTA MOTOR CORP 0.0%
Value ($000) $109 Shares 800 Est. Cost $136.08 Unrealized
XLF SPDR FINANCIAL SELECT SECTOR 0.0%
Value ($000) $105 Shares 3,076 Est. Cost $30.59 Unrealized
NFLX NETFLIX INC 0.0%
Value ($000) $103 Shares 350 Est. Cost $42.66 Unrealized -34.2%
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) $99 Shares 2,000 Est. Cost $50.50 Unrealized
MINT PIMCO ENHANCED SHORT MATURE ACTIVE ETF 0.0%
Value ($000) $99 Shares 1,000 Est. Cost $101.95 Unrealized
VUSB VANGUARD ULTRA SHORT TERM 0.0%
Value ($000) $98 Shares 2,000 Est. Cost $50.00 Unrealized
KHC KRAFT HEINZ COMPANY 0.0%
Value ($000) $97 Shares 2,385 Est. Cost $35.47 Unrealized -8.3%
EMNT PIMCO ENHANCED SHORT MAT ESG 0.0%
Value ($000) $97 Shares 1,000 Est. Cost $101.00 Unrealized
CROX CROCS INC 0.0%
Value ($000) $96 Shares 885 Est. Cost $94.28 Unrealized -6.2%
WTM WHITE MTNS INS GROUP LTD 0.0%
Value ($000) $95 Shares 67 Est. Cost $1090.77 Unrealized +24.2%
IGSB ISHARES SHORT TERM CORP BOND 0.0%
Value ($000) $95 Shares 1,900 Est. Cost $77.37 Unrealized
LDUR PIMCO ENHANCED LOW DURATION 0.0%
Value ($000) $94 Shares 1,000 Est. Cost $101.81 Unrealized
VPU VANGUARD UTILITIES ETF 0.0%
Value ($000) $91 Shares 595 Est. Cost $104.37 Unrealized
TMUS T MOBILE US INC 0.0%
Value ($000) $88 Shares 632 Est. Cost $138.73 Unrealized +0.1%
JPST JP MORGAN ULTRA SHORT INC 0.0%
Value ($000) $88 Shares 1,765 Est. Cost $50.72 Unrealized
COOPER COMPANIES INC 0.0%
Value ($000) $88 Shares 266 Est. Cost $320.00 Unrealized
BK BANK OF NEW YORK MELLON CORP 0.0%
Value ($000) $86 Shares 1,881 Est. Cost $30.18 Unrealized +30.0%
ENB ENBRIDGE INC 0.0%
Value ($000) $82 Shares 2,099 Est. Cost $21.58 Unrealized +47.6%
BP BP PLC ADR 0.0%
Value ($000) $81 Shares 2,307 Est. Cost $37.48 Unrealized
GLDM SPDR GOLD MINISHARES 0.0%
Value ($000) $79 Shares 2,174 Est. Cost $38.38 Unrealized
VOE VANGUARD MIDCAP VALUE ETF 0.0%
Value ($000) $78 Shares 579 Est. Cost $119.71 Unrealized
L LOEWS CORP 0.0%
Value ($000) $76 Shares 1,300 Est. Cost $35.50 Unrealized +55.4%
TDY TELEDYNE TECHNOLOGIES INC 0.0%
Value ($000) $75 Shares 187 Est. Cost $88.71 Unrealized +339.0%
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $75 Shares 1,002 Est. Cost $77.87 Unrealized -1.0%
DVY ISHARES SELECT DIVIDEND ETF 0.0%
Value ($000) $72 Shares 600 Est. Cost $80.55 Unrealized
SNA SNAP ON INC 0.0%
Value ($000) $69 Shares 300 Est. Cost $207.93 Unrealized +0.1%
NGG NATIONAL GRID PLC ADR 0.0%
Value ($000) $65 Shares 1,073 Est. Cost $63.43 Unrealized
PFIS PEOPLES FINL SVCS CORP 0.0%
Value ($000) $63 Shares 1,218 Est. Cost $33.02 Unrealized +40.7%
LIT GLOBAL X LITHIUM & BATTERY TECH ETF 0.0%
Value ($000) $63 Shares 1,075 Est. Cost $66.67 Unrealized
LABORATORY CORP AMER HLDGS 0.0%
Value ($000) $62 Shares 264 Est. Cost $233.08 Unrealized
TSLA TESLA MOTORS INC 0.0%
Value ($000) $58 Shares 468 Est. Cost $218.16 Unrealized -13.2%
KELLOGG COMPANY 0.0%
Value ($000) $57 Shares 805 Est. Cost $60.91 Unrealized 0.0%
IR INGERSOLL RAND INC 0.0%
Value ($000) $57 Shares 1,095 Est. Cost $31.60 Unrealized +61.0%
ADBE ADOBE INC 0.0%
Value ($000) $57 Shares 169 Est. Cost $340.55 Unrealized -6.1%
VOT VANGUARD MIDCAP GROWTH ETF 0.0%
Value ($000) $56 Shares 309 Est. Cost $158.29 Unrealized
COST COSTCO 0.0%
Value ($000) $55 Shares 121 Est. Cost $331.79 Unrealized +41.3%
LINDE PLC 0.0%
Value ($000) $54 Shares 167 Est. Cost $166.73 Unrealized
SLV ISHARES SILVER TRUST 0.0%
Value ($000) $53 Shares 2,415 Est. Cost $15.59 Unrealized
BLACKROCK ENHANCED EQT DIV 0.0%
Value ($000) $51 Shares 5,703 Est. Cost $9.29 Unrealized
BOTZ GLOBAL X ROBOTICS & AI ETF 0.0%
Value ($000) $51 Shares 2,495 Est. Cost $20.54 Unrealized
STERICYCLE INC 0.0%
Value ($000) $50 Shares 1,000 Est. Cost $63.75 Unrealized
TIP ISHARES TIPS BOND ETF 0.0%
Value ($000) $50 Shares 466 Est. Cost $124.73 Unrealized
WY WEYERHAEUSER CO 0.0%
Value ($000) $50 Shares 1,600 Est. Cost $18.15 Unrealized +51.9%
AMAT APPLIED MATERIALS INC 0.0%
Value ($000) $49 Shares 500 Est. Cost $117.06 Unrealized -20.3%
BN BROOKFIELD CORP NPV 0.0%
Value ($000) $48 Shares 1,528 Est. Cost $21.90 Unrealized 0.0%
AGG ISHARES CORE US AGGREGATE BOND ETF 0.0%
Value ($000) $48 Shares 490 Est. Cost $95.92 Unrealized
CRM SALESFORCE INC 0.0%
Value ($000) $46 Shares 347 Est. Cost $181.50 Unrealized -20.6%
MKL MARKEL CORPORATION 0.0%
Value ($000) $43 Shares 33 Est. Cost $1138.97 Unrealized +8.6%
MPC MARATHON PETROLEUM CORP 0.0%
Value ($000) $42 Shares 357 Est. Cost $37.88 Unrealized +181.0%
BCE BCE INC 0.0%
Value ($000) $41 Shares 940 Est. Cost $33.07 Unrealized +7.1%
FDL FIRST TRUST DIVIDEND LEADERS 0.0%
Value ($000) $40 Shares 1,100 Est. Cost $36.56 Unrealized
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $40 Shares 155 Est. Cost $181.80 Unrealized +30.8%
DON WISDOMTREE TRUST MIDCAP DIVI FD 0.0%
Value ($000) $40 Shares 963 Est. Cost $44.65 Unrealized
ORANY ORANGE SA ADR 0.0%
Value ($000) $40 Shares 4,000 Est. Cost $11.00 Unrealized
MDT MEDTRONIC PLC 0.0%
Value ($000) $39 Shares 500 Est. Cost $68.60 Unrealized +7.1%
PAA PLAINS ALL AMERICAN PIPELINE 0.0%
Value ($000) $35 Shares 3,000 Est. Cost $9.00 Unrealized
TS TENARIS SA ADR 0.0%
Value ($000) $35 Shares 1,000 Est. Cost $30.06 Unrealized
ISHARES IBONDS DEC 2023 ETF 0.0%
Value ($000) $35 Shares 1,400 Est. Cost $25.00 Unrealized
ALLE ALLEGION PLC 0.0%
Value ($000) $35 Shares 331 Est. Cost $63.16 Unrealized +58.5%
META META PLATFORMS INC 0.0%
Value ($000) $34 Shares 280 Est. Cost $192.27 Unrealized -39.3%
F FORD MOTOR COMPANY 0.0%
Value ($000) $33 Shares 2,856 Est. Cost $9.09 Unrealized +10.7%
SUI SUN COMMUNITIES INC 0.0%
Value ($000) $32 Shares 221 Est. Cost $77.88 Unrealized
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $31 Shares 400 Est. Cost $47.48 Unrealized +47.8%
EPD ENTERPRISE PRODS PARTNERS LP 0.0%
Value ($000) $31 Shares 1,296 Est. Cost $23.07 Unrealized
ESGU ISHARES TR ESG MSCI USA ETF (ESGU) 0.0%
Value ($000) $31 Shares 368 Est. Cost $79.45 Unrealized
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.0%
Value ($000) $30 Shares 141 Est. Cost $203.76 Unrealized
BNTX BIONTECH SE ADR 0.0%
Value ($000) $30 Shares 200 Est. Cost $63.17 Unrealized
VYM VANGUARD HIGH DIVIDEND YIELD 0.0%
Value ($000) $30 Shares 275 Est. Cost $81.14 Unrealized
SDY SPDR S&P DIVIDEND ETF 0.0%
Value ($000) $30 Shares 237 Est. Cost $117.65 Unrealized
IWN ISHARES RUSSELL 2000 VALUE 0.0%
Value ($000) $29 Shares 209 Est. Cost $119.62 Unrealized
EL ESTEE LAUDER COMP INC CL A 0.0%
Value ($000) $29 Shares 116 Est. Cost $175.92 Unrealized +19.9%
MLPA GLOBAL X MLP ETF 0.0%
Value ($000) $28 Shares 680 Est. Cost $39.71 Unrealized
CHRW C H ROBINSON WORLDWIDE INC 0.0%
Value ($000) $27 Shares 300 Est. Cost $58.74 Unrealized +49.7%
FBIN FORTUNE BRANDS HOME & SEC 0.0%
Value ($000) $27 Shares 480 Est. Cost $57.83 Unrealized -13.8%
LIBERTY ALL STAR EQUITY FD 0.0%
Value ($000) $27 Shares 4,805 Est. Cost $6.80 Unrealized
PRU PRUDENTIAL FINANCIAL INC 0.0%
Value ($000) $27 Shares 273 Est. Cost $53.73 Unrealized +61.4%
VGIT VANGUARD INTERM-TERM GOVT BDETF 0.0%
Value ($000) $27 Shares 455 Est. Cost $60.56 Unrealized
PBW INVESCO WILDERHILL CLEAN ENERGY ETF 0.0%
Value ($000) $26 Shares 683 Est. Cost $44.50 Unrealized
NXST NEXSTAR MEDIA GROUP INC 0.0%
Value ($000) $26 Shares 149 Est. Cost $111.16 Unrealized +39.3%
OKE ONEOK INC 0.0%
Value ($000) $26 Shares 394 Est. Cost $32.05 Unrealized +63.1%
ET ENERGY TRANSFER EQUITY LP 0.0%
Value ($000) $25 Shares 2,090 Est. Cost $12.42 Unrealized
IGIB ISHARES INTERMEDIATE CREDIT BOND ETF 0.0%
Value ($000) $25 Shares 496 Est. Cost $64.85 Unrealized
CEG CONSTELLATION ENERGY CORP 0.0%
Value ($000) $24 Shares 282 Est. Cost $47.25 Unrealized +85.6%
PPL PPL CORP 0.0%
Value ($000) $23 Shares 800 Est. Cost $23.08 Unrealized +6.8%
J JACOBS SOLUTIONS INC 0.0%
Value ($000) $23 Shares 194 Est. Cost $100.68 Unrealized -5.0%
MUSA MURPHY USA INC 0.0%
Value ($000) $23 Shares 82 Est. Cost $184.28 Unrealized +55.0%
CPB CAMPBELL SOUP CO 0.0%
Value ($000) $23 Shares 400 Est. Cost $47.12 Unrealized 0.0%
GAP GAP INC 0.0%
Value ($000) $23 Shares 2,000 Est. Cost $22.43 Unrealized -52.9%
SHEL SHELL PLC 0.0%
Value ($000) $23 Shares 396 Est. Cost $53.36 Unrealized
WBS WEBSTER FINANCIAL CORP 0.0%
Value ($000) $22 Shares 463 Est. Cost $59.37 Unrealized -15.6%
ARI APOLLO COMM REAL ESTATE 0.0%
Value ($000) $22 Shares 2,000 Est. Cost $10.50 Unrealized
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $21 Shares 655 Est. Cost $13.89 Unrealized +115.5%
O REALTY INCOME CORP 0.0%
Value ($000) $21 Shares 334 Est. Cost $43.89 Unrealized +19.0%
OLN OLIN CORP 0.0%
Value ($000) $21 Shares 400 Est. Cost $49.56 Unrealized 0.0%
PAYC PAYCOM SOFTWARE INC 0.0%
Value ($000) $21 Shares 67 Est. Cost $231.95 Unrealized +36.3%
IQV IQVIA HLDGS INC 0.0%
Value ($000) $20 Shares 100 Est. Cost $127.87 Unrealized +58.6%
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $20 Shares 2,120 Est. Cost $14.52 Unrealized -22.2%
AFL AFLAC INC 0.0%
Value ($000) $20 Shares 273 Est. Cost $50.12 Unrealized +24.7%
KEY KEYCORP 0.0%
Value ($000) $19 Shares 1,104 Est. Cost $10.83 Unrealized +36.6%
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $19 Shares 500 Est. Cost $70.73 Unrealized
UBS UBS GROUP AG 0.0%
Value ($000) $19 Shares 1,000 Est. Cost $15.37 Unrealized +10.6%
CHTR CHARTER COMMUNICATIONS INC NCL A 0.0%
Value ($000) $18 Shares 54 Est. Cost $427.79 Unrealized -17.9%
FNV FRANCO NEVADA CORP 0.0%
Value ($000) $18 Shares 132 Est. Cost $44.81 Unrealized +186.2%
AB ALLIANCEBERNSTEIN HLDG LP 0.0%
Value ($000) $17 Shares 500 Est. Cost $34.36 Unrealized
ZBRA ZEBRA TECHNOLOGIES CORP CL A 0.0%
Value ($000) $17 Shares 67 Est. Cost $336.52 Unrealized -23.2%
MOH MOLINA HEALTHCARE INC 0.0%
Value ($000) $17 Shares 50 Est. Cost $206.44 Unrealized +64.5%
JBL JABIL CIRCUIT INC. 0.0%
Value ($000) $16 Shares 238 Est. Cost $31.79 Unrealized +106.2%
MU MICRON TECHNOLOGY 0.0%
Value ($000) $16 Shares 320 Est. Cost $64.41 Unrealized -16.5%
BX BLACKSTONE GROUP INC 0.0%
Value ($000) $15 Shares 200 Est. Cost $44.80 Unrealized +75.5%
MGK VANGUARD MEGA CAP GROWTH 0.0%
Value ($000) $15 Shares 85 Est. Cost $82.35 Unrealized
DGII DIGI INTL INC 0.0%
Value ($000) $15 Shares 400 Est. Cost $10.69 Unrealized +260.1%
OGN ORGANON & CO 0.0%
Value ($000) $15 Shares 522 Est. Cost $26.93 Unrealized -18.4%
PYPL PAYPAL HOLDINGS INC 0.0%
Value ($000) $14 Shares 200 Est. Cost $81.79 Unrealized -2.4%
MUR MURPHY OIL CORPORATION 0.0%
Value ($000) $14 Shares 328 Est. Cost $30.71 Unrealized +29.7%
PRF INVESCO FTSE RAFI US1000 ETF 0.0%
Value ($000) $14 Shares 90 Est. Cost $113.04 Unrealized
AGCO AGCO CORP 0.0%
Value ($000) $14 Shares 100 Est. Cost $64.19 Unrealized +74.0%
VXF VANGUARD EXTENDED MKT IDX 0.0%
Value ($000) $14 Shares 104 Est. Cost $132.65 Unrealized
C CITIGROUP INC 0.0%
Value ($000) $14 Shares 300 Est. Cost $40.94 Unrealized -0.9%
ALL THE ALLSTATE CORPORATION 0.0%
Value ($000) $14 Shares 100 Est. Cost $98.38 Unrealized +23.4%
SPSM SPDR PORTFOLIO SMALLCAP ETF 0.0%
Value ($000) $13 Shares 365 Est. Cost $26.25 Unrealized
WELL WELLTOWER INC 0.0%
Value ($000) $13 Shares 200 Est. Cost $56.52 Unrealized +5.5%
RSG REPUBLIC SERVICES INC 0.0%
Value ($000) $13 Shares 100 Est. Cost $83.07 Unrealized +54.4%
FHN FIRST HORIZON NATL CORP 0.0%
Value ($000) $12 Shares 500 Est. Cost $19.72 Unrealized +9.2%
INVESCO BULLETSHARES ETF 0.0%
Value ($000) $12 Shares 605 Est. Cost $19.83 Unrealized
A AGILENT TECHNOLOGIES INC 0.0%
Value ($000) $11 Shares 76 Est. Cost $63.50 Unrealized +120.0%
TOTAL SA ADR 0.0%
Value ($000) $11 Shares 180 Est. Cost $48.13 Unrealized
CC THE CHEMOURS CO 0.0%
Value ($000) $11 Shares 360 Est. Cost $30.98 Unrealized -14.0%
BAM BROOKFIELD ASSET MGMT LTD 0.0%
Value ($000) $11 Shares 382 Est. Cost $27.10 Unrealized 0.0%
FSK FS KKR CAPITAL CORP 0.0%
Value ($000) $11 Shares 621 Est. Cost $11.05 Unrealized +3.8%
BSCR INVESCO BULLETSHARES 2027 CORP BOND 0.0%
Value ($000) $11 Shares 560 Est. Cost $18.99 Unrealized
DLR DIGITAL REALTY TRUST INC 0.0%
Value ($000) $11 Shares 106 Est. Cost $91.24 Unrealized 0.0%
BSCQ INVESCO BULLETSHS 26 CRP ETF 0.0%
Value ($000) $11 Shares 560 Est. Cost $18.92 Unrealized
IRDM IRIDIUM COMMUNICATIONS INC 0.0%
Value ($000) $10 Shares 200 Est. Cost $8.81 Unrealized +469.6%
INTU INTUIT INC 0.0%
Value ($000) $10 Shares 26 Est. Cost $422.65 Unrealized -8.0%
NEW YORK CMNTY BANCORP INC 0.0%
Value ($000) $10 Shares 1,175 Est. Cost $8.32 Unrealized
SPH SUBURBAN PROPANE PARTNERS LP 0.0%
Value ($000) $10 Shares 660 Est. Cost $15.46 Unrealized
HYXF ISHARES ESG ADV HIGH YIELD 0.0%
Value ($000) $10 Shares 230 Est. Cost $51.97 Unrealized
SIERRA WIRELESS INC 0.0%
Value ($000) $10 Shares 333 Est. Cost $10.00 Unrealized
PHM PULTE GROUP INC 0.0%
Value ($000) $10 Shares 210 Est. Cost $41.81 Unrealized -1.9%
TAK TAKEDA PHARMACEUTICAL CO LTDSPONSORED ADS 0.0%
Value ($000) $9 Shares 594 Est. Cost $13.75 Unrealized
DISCOVER FINANCIAL SERVICES 0.0%
Value ($000) $9 Shares 92 Est. Cost $86.96 Unrealized
RDN RADIAN GROUP INC 0.0%
Value ($000) $9 Shares 470 Est. Cost $17.56 Unrealized 0.0%
BSCS INVESCO BULLETSHARES 2028 CORP BOND 0.0%
Value ($000) $9 Shares 455 Est. Cost $19.61 Unrealized
LUMN LUMEN TECHNOLOGIES INC 0.0%
Value ($000) $9 Shares 1,689 Est. Cost $9.33 Unrealized -34.2%
INFU INFUSYSTEMS HOLDINGS INC 0.0%
Value ($000) $9 Shares 1,000 Est. Cost $3.18 Unrealized +156.4%
HOG HARLEY DAVIDSON INC 0.0%
Value ($000) $8 Shares 200 Est. Cost $61.89 Unrealized -31.2%
EBAY EBAY INC 0.0%
Value ($000) $8 Shares 200 Est. Cost $39.85 Unrealized -2.2%
KLAC KLA CORPORATION 0.0%
Value ($000) $8 Shares 22 Est. Cost $334.63 Unrealized +1.0%
ACN ACCENTURE PLC CL A 0.0%
Value ($000) $8 Shares 31 Est. Cost $274.70 Unrealized -3.9%
INCY INCYTE CORP 0.0%
Value ($000) $8 Shares 100 Est. Cost $96.40 Unrealized -20.6%
BBT BERKSHIRE HILLS BANCORP INC 0.0%
Value ($000) $8 Shares 264 Est. Cost $18.71 Unrealized +41.2%
ESE ESCO TECHNOLOGIES 0.0%
Value ($000) $7 Shares 84 Est. Cost $85.44 Unrealized 0.0%
FANG DIAMONDBACK ENERGY, INC. 0.0%
Value ($000) $7 Shares 52 Est. Cost $107.46 Unrealized +19.1%
COHR COHERENT CORP 0.0%
Value ($000) $7 Shares 200 Est. Cost $47.89 Unrealized -27.4%
CMG CHIPOTLE MEXICAN GRILL 0.0%
Value ($000) $7 Shares 5 Est. Cost $31.00 Unrealized -3.6%
AQN ALGONQUIN PWR UTILS CORP 0.0%
Value ($000) $7 Shares 1,000 Est. Cost $11.41 Unrealized -34.4%
VTRS VIATRIS INC 0.0%
Value ($000) $7 Shares 585 Est. Cost $10.59 Unrealized -14.5%
MTG MGIC INVESTMENT CORP 0.0%
Value ($000) $7 Shares 500 Est. Cost $13.15 Unrealized 0.0%
VGLT VANGUARD LONG TERM TREASURY 0.0%
Value ($000) $6 Shares 105 Est. Cost $96.29 Unrealized
STAG STAG INDL INC 0.0%
Value ($000) $6 Shares 200 Est. Cost $30.00 Unrealized
DCOM DIME CMNTY BANCSHARES INC 0.0%
Value ($000) $6 Shares 200 Est. Cost $23.82 Unrealized +21.4%
INVESCO BULLETSHS CORP 2023 0.0%
Value ($000) $6 Shares 300 Est. Cost $20.00 Unrealized
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $6 Shares 30 Est. Cost $190.26 Unrealized +10.9%
HUM HUMANA INC 0.0%
Value ($000) $6 Shares 12 Est. Cost $469.33 Unrealized +8.2%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $6 Shares 37 Est. Cost $148.98 Unrealized -0.8%
KMX CARMAX INC 0.0%
Value ($000) $6 Shares 99 Est. Cost $94.04 Unrealized -31.7%
SJM JM SMUCKER COMPANY 0.0%
Value ($000) $6 Shares 38 Est. Cost $133.49 Unrealized 0.0%
KDP KEURIG DR PEPPER INC 0.0%
Value ($000) $6 Shares 168 Est. Cost $34.43 Unrealized -0.4%
JUST GOLDMAN SACHS JUST US LARGE CAP EQUITY ETF 0.0%
Value ($000) $6 Shares 105 Est. Cost $58.40 Unrealized
MAGELLAN MIDSTREAM PRTNRS LP 0.0%
Value ($000) $6 Shares 113 Est. Cost $50.19 Unrealized
GSK GLAXOSMITHKLINE PLC 25P ADR 0.0%
Value ($000) $6 Shares 160 Est. Cost $29.41 Unrealized
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $6 Shares 73 Est. Cost $59.26 Unrealized +20.8%
GWW GRAINGER W W INC 0.0%
Value ($000) $6 Shares 10 Est. Cost $510.04 Unrealized +7.5%
GABELLI EQUITY TR INC 0.0%
Value ($000) $5 Shares 1,000 Est. Cost $5.00 Unrealized
TSCO TRACTOR SUPPLY CO 0.0%
Value ($000) $5 Shares 24 Est. Cost $36.69 Unrealized +9.6%
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $5 Shares 18 Est. Cost $287.72 Unrealized +5.9%
KSS KOHLS CORP 0.0%
Value ($000) $5 Shares 200 Est. Cost $28.40 Unrealized -0.2%
WAB WABTEC CORP 0.0%
Value ($000) $5 Shares 49 Est. Cost $93.96 Unrealized 0.0%
DOV DOVER CORP 0.0%
Value ($000) $5 Shares 36 Est. Cost $122.28 Unrealized +4.5%
RITM RITHM CAPITAL CORP 0.0%
Value ($000) $5 Shares 576 Est. Cost $8.17 Unrealized
CFG CITIZENS FINANCIAL GROUP INC 0.0%
Value ($000) $4 Shares 111 Est. Cost $31.80 Unrealized +6.7%
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $4 Shares 18 Est. Cost $229.70 Unrealized -2.1%
VT VANGUARD TOTAL WORLD STOCK ETF 0.0%
Value ($000) $4 Shares 49 Est. Cost $77.78 Unrealized
AIM IMMUNOTECH INC 0.0%
Value ($000) $4 Shares 13,226 Est. Cost $2.27 Unrealized
RBBN RIBBONS COMMUNICATIONS INC 0.0%
Value ($000) $4 Shares 1,400 Est. Cost $8.28 Unrealized -68.7%
TDC TERADATA CORP 0.0%
Value ($000) $4 Shares 108 Est. Cost $32.17 Unrealized 0.0%
MBC MASTERBRAND INC 0.0%
Value ($000) $4 Shares 480 Est. Cost $8.19 Unrealized 0.0%
AON AON PLC SHS CL A 0.0%
Value ($000) $4 Shares 12 Est. Cost $275.86 Unrealized +3.6%
NOW SERVICENOW INC 0.0%
Value ($000) $3 Shares 9 Est. Cost $90.05 Unrealized -13.2%
BARRICK GOLD CORPORATION 0.0%
Value ($000) $3 Shares 200 Est. Cost $16.85 Unrealized
VBI VACCINES INC 0.0%
Value ($000) $3 Shares 8,500 Est. Cost $3.07 Unrealized
INFIQ INFINITY PHARMACEUTICALS INC 0.0%
Value ($000) $3 Shares 6,000 Est. Cost $1.86 Unrealized -54.3%
CANADIAN NAT RES LTD COM 0.0%
Value ($000) $3 Shares 55 Est. Cost $54.55 Unrealized
PBI PITNEY BOWES INC 0.0%
Value ($000) $3 Shares 800 Est. Cost $3.37 Unrealized 0.0%
CPNG COUPANG INC CL A 0.0%
Value ($000) $3 Shares 200 Est. Cost $17.65 Unrealized 0.0%
CRBN ISHARES MSCI ACWI LOW CARBON 0.0%
Value ($000) $3 Shares 20 Est. Cost $171.43 Unrealized
SNAP SNAP INC 0.0%
Value ($000) $3 Shares 300 Est. Cost $10.38 Unrealized -5.0%
KD KYNDRYL HOLDINGS INC 0.0%
Value ($000) $3 Shares 236 Est. Cost $21.59 Unrealized -53.4%
ZIMVIE INC 0.0%
Value ($000) $3 Shares 276 Est. Cost $22.26 Unrealized
GABELLI UTILITY TRUST 0.0%
Value ($000) $2 Shares 330 Est. Cost $7.83 Unrealized
MSI MOTOROLA SOLUTIONS INC 0.0%
Value ($000) $2 Shares 9 Est. Cost $226.88 Unrealized +6.2%
GRNB VANECK VECTORS ETF TR GREEN BD ETF 0.0%
Value ($000) $2 Shares 100 Est. Cost $28.25 Unrealized
DKNG DRAFTKINGS INC CL A 0.0%
Value ($000) $2 Shares 200 Est. Cost $14.08 Unrealized -1.2%
SXC SUNCOKE ENERGY INC 0.0%
Value ($000) $2 Shares 218 Est. Cost $10.78 Unrealized -28.3%
SUSB ISHARES TR ESG AWRE 1 5 YR 0.0%
Value ($000) $2 Shares 75 Est. Cost $30.00 Unrealized
IMCR IMMUNOCORE HLDGS PLC ADS 0.0%
Value ($000) $2 Shares 31 Est. Cost $32.26 Unrealized
FMS FRESENIUS MEDICAL CARE AG & CO KGAA 0.0%
Value ($000) $2 Shares 100 Est. Cost $30.00 Unrealized
HLN HALEON PLC 0.0%
Value ($000) $2 Shares 200 Est. Cost $5.24 Unrealized
GABELLI MULTIMEDIA TR INC 0.0%
Value ($000) $2 Shares 299 Est. Cost $7.80 Unrealized
EFV ISHARES MSCI EAFE VALUE ETF 0.0%
Value ($000) $2 Shares 33 Est. Cost $30.30 Unrealized
VM WARE INC 0.0%
Value ($000) $1 Shares 12 Est. Cost $122.75 Unrealized
CBRL CRACKER BARREL 0.0%
Value ($000) $1 Shares 15 Est. Cost $90.16 Unrealized +0.9%
LPRO OPEN LENDING CORP 0.0%
Value ($000) $1 Shares 200 Est. Cost $7.04 Unrealized 0.0%
WDS WOODSIDE ENERGY GROUP LTD 0.0%
Value ($000) $1 Shares 54 Est. Cost $20.00 Unrealized
CEL SCI CORP 0.0%
Value ($000) $1 Shares 500 Est. Cost $8.92 Unrealized
ESML ISHARES ESG AWARE MSCI SMALLCAP ETF 0.0%
Value ($000) $1 Shares 35 Est. Cost $42.78 Unrealized
DELL DELL TECHNOLOGIES INC 0.0%
Value ($000) $1 Shares 28 Est. Cost $38.96 Unrealized -4.8%
JOUNCE THERAPEUTICS INC 0.0%
Value ($000) $1 Shares 1,000 Est. Cost $8.50 Unrealized
FOOT LOCKER INC 0.0%
Value ($000) $1 Shares 29 Est. Cost $34.48 Unrealized
REGULUS THERAPEUTICS INC 0.0%
Value ($000) $1 Shares 690 Est. Cost $1.45 Unrealized
ERIC ERICSSON L M TEL CO ADR B SEK 10 0.0%
Value ($000) $1 Shares 160 Est. Cost $5.92 Unrealized
AGENUS INC 0.0%
Value ($000) $1 Shares 300 Est. Cost $3.33 Unrealized
AVNS AVANOS MEDICAL INC 0.0%
Value ($000) $1 Shares 25 Est. Cost $24.45 Unrealized 0.0%
ACCO ACCO BRANDS CORP 0.0%
Value ($000) $1 Shares 112 Est. Cost $4.25 Unrealized 0.0%
MARATHON OIL CORP 0.0%
Value ($000) $1 Shares 20 Est. Cost Unrealized
BB BLACKBERRY LTD NPV 0.0%
Value ($000) $0 Shares 83 Est. Cost $5.49 Unrealized -19.2%
NOK NOKIA CORP ADR 0.0%
Value ($000) $0 Shares 30 Est. Cost $3.57 Unrealized
ASCENT SOLAR TECHNOLOGIES 0.0%
Value ($000) $0 Shares 11 Est. Cost Unrealized
BLUE APRON HOLDINGS INC 0.0%
Value ($000) $0 Shares 6 Est. Cost Unrealized