Community Bank, N.A. Diversified Active

CIK: 0001632187 · Show all filings

Period: Q1 2023 (← Previous) (Next →)

Filing Date: Apr 20, 2023

Total Value ($000): $739,874 (100.0% shares, 0.0% debt)

Holdings (463)

AAPL APPLE INC 9.2%
Value ($000) $68,139 Shares 413,212 Est. Cost $86.95 Unrealized +67.3%
IVV ISHARES CORE S&P 500 ETF 5.7%
Value ($000) $42,240 Shares 102,757 Est. Cost $246.82 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 5.0%
Value ($000) $37,210 Shares 556,613 Est. Cost $60.64 Unrealized
MSFT MICROSOFT CORP 2.8%
Value ($000) $20,897 Shares 72,488 Est. Cost $75.82 Unrealized +229.0%
IBM INTL BUSINESS MACHINES CORP 2.3%
Value ($000) $16,683 Shares 127,261 Est. Cost $100.05 Unrealized +20.7%
IJR ISHARES CORE S&P SMALLCAP ETF 2.1%
Value ($000) $15,809 Shares 163,488 Est. Cost $91.53 Unrealized
BMY BRISTOL MYERS SQUIBB COMPANY 2.0%
Value ($000) $14,434 Shares 208,255 Est. Cost $44.74 Unrealized +37.5%
IJH ISHARES CORE S&P MIDCAP ETF 1.8%
Value ($000) $13,141 Shares 52,529 Est. Cost $179.08 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 1.8%
Value ($000) $13,085 Shares 64,111 Est. Cost $104.59 Unrealized
MRK MERCK & COMPANY INC 1.7%
Value ($000) $12,806 Shares 120,367 Est. Cost $46.61 Unrealized +111.7%
JEPI JPMORGAN EQUITY PREMIUM INC 1.5%
Value ($000) $11,436 Shares 209,481 Est. Cost $56.44 Unrealized
PEP PEPSICO INC 1.5%
Value ($000) $11,393 Shares 62,496 Est. Cost $78.79 Unrealized +101.4%
JPM JPMORGAN CHASE & CO 1.5%
Value ($000) $10,932 Shares 83,897 Est. Cost $66.89 Unrealized +91.6%
JNJ JOHNSON & JOHNSON 1.5%
Value ($000) $10,780 Shares 69,551 Est. Cost $83.88 Unrealized +76.3%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 1.4%
Value ($000) $10,343 Shares 211,982 Est. Cost $54.59 Unrealized
CSCO CISCO SYSTEMS INC 1.4%
Value ($000) $9,999 Shares 191,303 Est. Cost $22.52 Unrealized +99.1%
PG PROCTER & GAMBLE CO 1.3%
Value ($000) $9,710 Shares 65,306 Est. Cost $71.44 Unrealized +86.5%
ABBV ABBVIE INC 1.2%
Value ($000) $9,213 Shares 57,810 Est. Cost $45.10 Unrealized +206.3%
KO COCA COLA COMPANY 1.2%
Value ($000) $9,028 Shares 145,568 Est. Cost $33.09 Unrealized +67.4%
VZ VERIZON COMMUNICATIONS 1.2%
Value ($000) $8,742 Shares 224,847 Est. Cost $32.61 Unrealized +0.3%
XOM EXXON MOBIL CORP 1.1%
Value ($000) $7,928 Shares 72,294 Est. Cost $63.41 Unrealized +58.0%
SPY SPDR S&P 500 ETF 1.0%
Value ($000) $7,588 Shares 18,535 Est. Cost $216.71 Unrealized
USMV ISHARES EDGE MSCI MIN VOL USA ETF 1.0%
Value ($000) $7,473 Shares 102,730 Est. Cost $47.36 Unrealized
ACWI ISHARES MSCI ACWI ETF 0.9%
Value ($000) $6,965 Shares 76,409 Est. Cost $99.22 Unrealized
CBU COMMUNITY BK SYS INC 0.9%
Value ($000) $6,964 Shares 132,665 Est. Cost $48.63 Unrealized +8.8%
WMT WAL MART STORES INC 0.9%
Value ($000) $6,883 Shares 46,684 Est. Cost $26.77 Unrealized +71.1%
PFE PFIZER INC 0.9%
Value ($000) $6,822 Shares 167,242 Est. Cost $22.48 Unrealized +62.5%
NUE NUCOR CORP 0.9%
Value ($000) $6,474 Shares 41,913 Est. Cost $39.54 Unrealized +285.1%
MDY SPDR S&P MIDCAP 400 ETF 0.8%
Value ($000) $6,002 Shares 13,093 Est. Cost $264.61 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.8%
Value ($000) $5,990 Shares 24,515 Est. Cost $102.20 Unrealized
PEG PUBLIC SVC ENTERPRISE GROUP 0.8%
Value ($000) $5,881 Shares 94,165 Est. Cost $30.88 Unrealized +77.7%
CVX CHEVRON CORP 0.8%
Value ($000) $5,865 Shares 35,948 Est. Cost $71.85 Unrealized +106.6%
TXN TEXAS INSTRUMENTS INC 0.8%
Value ($000) $5,849 Shares 31,445 Est. Cost $66.26 Unrealized +143.5%
UPS UNITED PARCEL SERVICE CL B 0.8%
Value ($000) $5,651 Shares 29,133 Est. Cost $86.19 Unrealized +83.5%
EMR EMERSON ELECTRIC CO 0.8%
Value ($000) $5,615 Shares 64,441 Est. Cost $54.06 Unrealized +52.8%
ITW ILLINOIS TOOL WORKS INC 0.7%
Value ($000) $5,336 Shares 21,917 Est. Cost $75.08 Unrealized +189.9%
CAT CATERPILLAR INC 0.7%
Value ($000) $4,837 Shares 21,135 Est. Cost $111.24 Unrealized +107.3%
LOW LOWES COMPANIES INC 0.6%
Value ($000) $4,641 Shares 23,209 Est. Cost $76.56 Unrealized +151.0%
TOTL SPDR DOUBLELINE TOTAL RETURNTACT ETF 0.6%
Value ($000) $4,625 Shares 112,750 Est. Cost $49.51 Unrealized
MCD MCDONALDS CORP 0.6%
Value ($000) $4,573 Shares 16,355 Est. Cost $113.91 Unrealized +119.9%
NEE NEXTERA ENERGY INC 0.6%
Value ($000) $4,430 Shares 57,472 Est. Cost $56.37 Unrealized +25.3%
GOOGL ALPHABET INC CLASS A 0.6%
Value ($000) $4,401 Shares 42,429 Est. Cost $107.78 Unrealized -11.7%
ABT ABBOTT LABORATORIES 0.6%
Value ($000) $4,347 Shares 42,931 Est. Cost $47.93 Unrealized +108.6%
IWD ISHARES RUSSELL 1000 VALUE 0.6%
Value ($000) $4,230 Shares 27,779 Est. Cost $114.31 Unrealized
IWS ISHARES RUSSELL MIDCAP VALUE 0.6%
Value ($000) $4,216 Shares 39,703 Est. Cost $74.78 Unrealized
OMC OMNICOM GROUP INC 0.5%
Value ($000) $3,981 Shares 42,194 Est. Cost $54.28 Unrealized +48.1%
UNH UNITEDHEALTH GROUP INC 0.5%
Value ($000) $3,979 Shares 8,420 Est. Cost $135.49 Unrealized +237.5%
GIS GENERAL MILLS INC 0.5%
Value ($000) $3,960 Shares 46,339 Est. Cost $40.25 Unrealized +78.8%
AVGO BROADCOM INC 0.5%
Value ($000) $3,929 Shares 6,125 Est. Cost $53.20 Unrealized +8.2%
T AT&T INC 0.5%
Value ($000) $3,927 Shares 204,026 Est. Cost $13.56 Unrealized +20.6%
IAU ISHARES GOLD TRUST 0.5%
Value ($000) $3,891 Shares 104,150 Est. Cost $33.70 Unrealized
INTC INTEL CORP 0.5%
Value ($000) $3,797 Shares 116,269 Est. Cost $30.35 Unrealized -9.3%
AMGN AMGEN INC 0.5%
Value ($000) $3,772 Shares 15,604 Est. Cost $154.26 Unrealized +45.2%
EWC ISHARES MSCI CANADA ETF 0.5%
Value ($000) $3,702 Shares 108,304 Est. Cost $35.68 Unrealized
LMT LOCKHEED MARTIN CORP 0.5%
Value ($000) $3,696 Shares 7,818 Est. Cost $303.79 Unrealized +42.6%
DD DUPONT DE NEMOURS INC 0.5%
Value ($000) $3,528 Shares 49,164 Est. Cost $26.08 Unrealized +9.9%
SCHA SCHWAB US SMALL CAP ETF 0.5%
Value ($000) $3,473 Shares 82,830 Est. Cost $55.01 Unrealized
HD HOME DEPOT INC 0.5%
Value ($000) $3,351 Shares 11,354 Est. Cost $142.66 Unrealized +99.5%
QCOM QUALCOMM INC 0.5%
Value ($000) $3,330 Shares 26,102 Est. Cost $92.01 Unrealized +26.5%
JAAA JANUS DETROIT STREET TR HENDERSON AAA CLO 0.4%
Value ($000) $3,255 Shares 65,750 Est. Cost $50.29 Unrealized
AMZN AMAZON.COM INC 0.4%
Value ($000) $3,217 Shares 31,147 Est. Cost $117.60 Unrealized -17.8%
RTX RAYTHEON TECHNOLOGIES CORP 0.4%
Value ($000) $3,160 Shares 32,264 Est. Cost $56.34 Unrealized +63.8%
CVS CVS HEALTH CORP 0.4%
Value ($000) $3,155 Shares 42,461 Est. Cost $58.46 Unrealized +28.6%
D DOMINION ENERGY INC 0.4%
Value ($000) $3,109 Shares 55,623 Est. Cost $49.63 Unrealized +1.9%
ADP AUTOMATIC DATA PROCESSING 0.4%
Value ($000) $3,082 Shares 13,844 Est. Cost $66.37 Unrealized +218.6%
NKE NIKE INC CLASS B 0.4%
Value ($000) $2,967 Shares 24,194 Est. Cost $58.79 Unrealized +98.5%
DOW DOW INC 0.4%
Value ($000) $2,884 Shares 52,616 Est. Cost $35.28 Unrealized +34.0%
TFC TRUIST FINANCIAL CORP 0.4%
Value ($000) $2,882 Shares 84,542 Est. Cost $39.53 Unrealized -5.7%
TGT TARGET CORP 0.4%
Value ($000) $2,740 Shares 16,541 Est. Cost $138.46 Unrealized +7.3%
CMI CUMMINS INC 0.4%
Value ($000) $2,679 Shares 11,215 Est. Cost $106.00 Unrealized +115.1%
DIS WALT DISNEY CO 0.4%
Value ($000) $2,674 Shares 26,709 Est. Cost $96.33 Unrealized +2.3%
XLE ENERGY SELECT SECTOR SPDR 0.4%
Value ($000) $2,664 Shares 32,163 Est. Cost $41.60 Unrealized
EFA ISHARES MSCI EAFE ETF 0.3%
Value ($000) $2,513 Shares 35,137 Est. Cost $61.36 Unrealized
CB CHUBB LTD 0.3%
Value ($000) $2,471 Shares 12,724 Est. Cost $119.26 Unrealized +70.0%
CMCSA COMCAST CORP CLASS A 0.3%
Value ($000) $2,465 Shares 65,047 Est. Cost $31.06 Unrealized +11.5%
ACWX ISHARES MSCI ACWI EX US ETF 0.3%
Value ($000) $2,426 Shares 49,754 Est. Cost $48.47 Unrealized
V VISA INC CLASS A 0.3%
Value ($000) $2,417 Shares 10,720 Est. Cost $133.25 Unrealized +63.5%
USB US BANCORP 0.3%
Value ($000) $2,320 Shares 64,374 Est. Cost $33.22 Unrealized +16.3%
NSC NORFOLK SOUTHERN CORP 0.3%
Value ($000) $2,201 Shares 10,381 Est. Cost $121.01 Unrealized +79.1%
UNP UNION PACIFIC CORP 0.3%
Value ($000) $2,155 Shares 10,706 Est. Cost $154.36 Unrealized +22.7%
IXJ ISHARES GLOBAL HEALTHCARE 0.3%
Value ($000) $2,097 Shares 25,152 Est. Cost $84.18 Unrealized
GLW CORNING INC 0.3%
Value ($000) $2,085 Shares 59,112 Est. Cost $26.37 Unrealized +21.7%
HON HONEYWELL INTL INC 0.3%
Value ($000) $2,052 Shares 10,737 Est. Cost $124.21 Unrealized +42.2%
PREF PRINCIPAL SPECTRUM PFD SEC 0.3%
Value ($000) $2,031 Shares 119,615 Est. Cost $28.98 Unrealized
LLY ELI LILLY AND COMPANY 0.3%
Value ($000) $2,011 Shares 5,855 Est. Cost $179.19 Unrealized +84.1%
CSX CSX CORP 0.3%
Value ($000) $2,008 Shares 67,100 Est. Cost $27.61 Unrealized +6.7%
KMB KIMBERLY CLARK CORP 0.3%
Value ($000) $1,979 Shares 14,748 Est. Cost $101.17 Unrealized +14.9%
PFF ISHARES US PREFERRED STOCK 0.3%
Value ($000) $1,935 Shares 61,986 Est. Cost $37.85 Unrealized
MS MORGAN STANLEY 0.3%
Value ($000) $1,914 Shares 21,797 Est. Cost $65.54 Unrealized +29.4%
SRE SEMPRA ENERGY 0.3%
Value ($000) $1,914 Shares 12,659 Est. Cost $50.73 Unrealized +37.5%
TMO THERMO FISHER SCIENTIFIC INC 0.3%
Value ($000) $1,890 Shares 3,279 Est. Cost $365.10 Unrealized +53.0%
EMXC ISHARES MSCI EM EX CHINA 0.3%
Value ($000) $1,888 Shares 38,270 Est. Cost $54.28 Unrealized
NVDA NVIDIA CORPORATION 0.3%
Value ($000) $1,886 Shares 6,789 Est. Cost $19.58 Unrealized +10.4%
SYK STRYKER CORP 0.3%
Value ($000) $1,873 Shares 6,560 Est. Cost $107.67 Unrealized +139.4%
GD GENERAL DYNAMICS CORP 0.3%
Value ($000) $1,856 Shares 8,131 Est. Cost $133.05 Unrealized +63.7%
CL COLGATE PALMOLIVE CO 0.3%
Value ($000) $1,855 Shares 24,684 Est. Cost $64.56 Unrealized +7.8%
AMCOR PLC 0.2%
Value ($000) $1,835 Shares 161,224 Est. Cost $8.76 Unrealized +15.7%
ALB ALBEMARLE CORP 0.2%
Value ($000) $1,821 Shares 8,240 Est. Cost $81.72 Unrealized +188.5%
APD AIR PRODUCTS & CHEMICALS INC 0.2%
Value ($000) $1,763 Shares 6,137 Est. Cost $187.41 Unrealized +44.2%
PSX PHILLIPS 66 0.2%
Value ($000) $1,753 Shares 17,287 Est. Cost $60.96 Unrealized +50.4%
DHS WISDOMTREE US HIGH DIVIDEND ETF 0.2%
Value ($000) $1,698 Shares 20,640 Est. Cost $69.39 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.2%
Value ($000) $1,685 Shares 41,719 Est. Cost $41.60 Unrealized
AEP AMERICAN ELECTRIC POWER CO 0.2%
Value ($000) $1,640 Shares 18,022 Est. Cost $61.66 Unrealized +33.1%
GILD GILEAD SCIENCES INC 0.2%
Value ($000) $1,626 Shares 19,598 Est. Cost $57.03 Unrealized +31.0%
GUNR FLEXSHARES GLOBAL UPSTREAM NATURAL RESOURCES 0.2%
Value ($000) $1,545 Shares 36,545 Est. Cost $36.39 Unrealized
DMLP DORCHESTER MINERALS LP 0.2%
Value ($000) $1,529 Shares 50,475 Est. Cost $12.78 Unrealized
ELV ELEVANCE HEALTH INC 0.2%
Value ($000) $1,512 Shares 3,288 Est. Cost $298.70 Unrealized +52.4%
MMM 3M COMPANY 0.2%
Value ($000) $1,507 Shares 14,340 Est. Cost $98.38 Unrealized -13.7%
TRV TRAVELERS COMPANIES INC 0.2%
Value ($000) $1,479 Shares 8,630 Est. Cost $107.84 Unrealized +59.5%
PNC PNC FINL SVCS GROUP INC 0.2%
Value ($000) $1,401 Shares 11,020 Est. Cost $101.11 Unrealized +33.1%
COP CONOCOPHILLIPS 0.2%
Value ($000) $1,398 Shares 14,092 Est. Cost $47.42 Unrealized +109.8%
VGT VANGUARD INFO TECH ETF 0.2%
Value ($000) $1,389 Shares 3,604 Est. Cost $188.16 Unrealized
VCSH VANGUARD SHORT TERM CORP BOND ETF 0.2%
Value ($000) $1,368 Shares 17,952 Est. Cost $79.79 Unrealized
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $1,323 Shares 8,018 Est. Cost $75.29 Unrealized +112.5%
BDX BECTON DICKINSON AND COMPANY 0.2%
Value ($000) $1,259 Shares 5,087 Est. Cost $132.11 Unrealized +75.8%
MTB M & T BANK CORP 0.2%
Value ($000) $1,221 Shares 10,212 Est. Cost $101.35 Unrealized +29.7%
VRP INVESCO VARIABLE RATE PFD 0.2%
Value ($000) $1,218 Shares 55,000 Est. Cost $24.84 Unrealized
WTRG ESSENTIAL UTILITIES INC 0.2%
Value ($000) $1,169 Shares 26,771 Est. Cost $47.24 Unrealized -4.5%
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.2%
Value ($000) $1,166 Shares 7,570 Est. Cost $81.14 Unrealized
BLACKROCK INC 0.2%
Value ($000) $1,164 Shares 1,740 Est. Cost $631.69 Unrealized
EXC EXELON CORP 0.1%
Value ($000) $1,103 Shares 26,337 Est. Cost $18.68 Unrealized +100.2%
FSLR FIRST SOLAR, INC. 0.1%
Value ($000) $1,088 Shares 5,000 Est. Cost $79.13 Unrealized +130.7%
VOO VANGUARD S&P 500 ETF 0.1%
Value ($000) $1,081 Shares 2,874 Est. Cost $278.48 Unrealized
MCK MCKESSON CORP 0.1%
Value ($000) $1,072 Shares 3,010 Est. Cost $161.50 Unrealized +120.5%
QQQ INVESCO QQQ TRUST 0.1%
Value ($000) $1,042 Shares 3,247 Est. Cost $244.42 Unrealized
KMI KINDER MORGAN INC 0.1%
Value ($000) $1,028 Shares 58,745 Est. Cost $14.12 Unrealized +7.9%
XLB MATERIALS SELECT SECTOR SPDR 0.1%
Value ($000) $990 Shares 12,278 Est. Cost $55.61 Unrealized
BWA BORGWARNER INC 0.1%
Value ($000) $979 Shares 19,945 Est. Cost $35.35 Unrealized +12.6%
MTD METTLER-TOLEDO INTL 0.1%
Value ($000) $979 Shares 640 Est. Cost $722.02 Unrealized +108.0%
VNQ VANGUARD REIT ETF 0.1%
Value ($000) $963 Shares 11,596 Est. Cost $79.52 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.1%
Value ($000) $954 Shares 5,349 Est. Cost $143.82 Unrealized
CAG CONAGRA FOODS INC 0.1%
Value ($000) $914 Shares 24,325 Est. Cost $30.98 Unrealized +3.1%
GOOG ALPHABET INC CLASS C 0.1%
Value ($000) $911 Shares 8,760 Est. Cost $108.78 Unrealized -11.9%
SBUX STARBUCKS CORP 0.1%
Value ($000) $908 Shares 8,718 Est. Cost $56.99 Unrealized +70.3%
RY ROYAL BANK OF CANADA 0.1%
Value ($000) $907 Shares 9,488 Est. Cost $73.81 Unrealized +34.3%
IVW ISHARES S&P 500 GROWTH ETF 0.1%
Value ($000) $883 Shares 13,823 Est. Cost $84.04 Unrealized
SPIB SPDR INTERM CORP BOND ETF 0.1%
Value ($000) $878 Shares 27,020 Est. Cost $32.61 Unrealized
AME AMETEK INC 0.1%
Value ($000) $872 Shares 6,000 Est. Cost $90.92 Unrealized +53.4%
IEF ISHARES 7-10 YEAR TSY BOND 0.1%
Value ($000) $868 Shares 8,755 Est. Cost $110.73 Unrealized
VIS VANGUARD INDUSTRIALS ETF 0.1%
Value ($000) $848 Shares 4,450 Est. Cost $107.90 Unrealized
GLD SPDR GOLD SHARES 0.1%
Value ($000) $838 Shares 4,575 Est. Cost $126.59 Unrealized
BAX BAXTER INTERNATIONAL INC 0.1%
Value ($000) $835 Shares 20,597 Est. Cost $65.08 Unrealized -39.4%
AMT AMERICAN TOWER CORP 0.1%
Value ($000) $829 Shares 4,055 Est. Cost $203.71 Unrealized -6.9%
IVE ISHARES S&P 500 VALUE ETF 0.1%
Value ($000) $821 Shares 5,413 Est. Cost $107.38 Unrealized
SPYM SPDR PORTFOLIO S&P 500 0.1%
Value ($000) $819 Shares 17,012 Est. Cost $52.41 Unrealized
LAM RESEARCH CORP 0.1%
Value ($000) $812 Shares 1,531 Est. Cost $445.90 Unrealized
MA MASTERCARD INC CLASS A 0.1%
Value ($000) $781 Shares 2,150 Est. Cost $275.69 Unrealized +29.7%
SYY SYSCO CORP 0.1%
Value ($000) $769 Shares 9,965 Est. Cost $33.25 Unrealized +112.6%
EFX EQUIFAX INC 0.1%
Value ($000) $761 Shares 3,750 Est. Cost $132.13 Unrealized +54.3%
DE DEERE & COMPANY 0.1%
Value ($000) $753 Shares 1,825 Est. Cost $365.46 Unrealized +8.7%
BAC BANK OF AMERICA CORPORATION 0.1%
Value ($000) $748 Shares 26,153 Est. Cost $21.96 Unrealized +39.2%
NBTB NBT BANCORP INC 0.1%
Value ($000) $726 Shares 21,539 Est. Cost $29.52 Unrealized +32.9%
VFH VANGUARD FINANCIALS ETF 0.1%
Value ($000) $712 Shares 9,140 Est. Cost $52.13 Unrealized
SHY ISHARES 1-3 YR TREASURY BOND 0.1%
Value ($000) $693 Shares 8,433 Est. Cost $86.21 Unrealized
WM WASTE MANAGEMENT INC 0.1%
Value ($000) $687 Shares 4,212 Est. Cost $112.75 Unrealized +29.8%
ADM ARCHER DANIELS MIDLAND CO 0.1%
Value ($000) $686 Shares 8,610 Est. Cost $67.50 Unrealized +10.2%
GDX VANECK VECTORS GOLD MINERS ETF 0.1%
Value ($000) $647 Shares 20,000 Est. Cost $25.15 Unrealized
TD TORONTO DOMINION BANK 0.1%
Value ($000) $641 Shares 10,703 Est. Cost $46.05 Unrealized +40.3%
MDLZ MONDELEZ INTL INC CL A 0.1%
Value ($000) $634 Shares 9,095 Est. Cost $45.07 Unrealized +35.6%
IP INTERNATIONAL PAPER CO 0.1%
Value ($000) $627 Shares 17,398 Est. Cost $34.98 Unrealized -7.1%
FDX FEDEX CORP 0.1%
Value ($000) $600 Shares 2,625 Est. Cost $226.10 Unrealized -15.7%
EOG EOG RESOURCES INC 0.1%
Value ($000) $578 Shares 5,039 Est. Cost $83.40 Unrealized +31.1%
BSV VANGUARD SHORT TERM BOND ETF 0.1%
Value ($000) $564 Shares 7,380 Est. Cost $79.76 Unrealized
DG DOLLAR GENERAL CORP 0.1%
Value ($000) $562 Shares 2,670 Est. Cost $117.25 Unrealized +80.9%
XLK TECHNOLOGY SELECT SECTOR SPDR ETF 0.1%
Value ($000) $547 Shares 3,620 Est. Cost $68.53 Unrealized
SPYV SPDR PORTFOLIO S&P 500 VALUE 0.1%
Value ($000) $544 Shares 13,353 Est. Cost $29.37 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.1%
Value ($000) $523 Shares 11,425 Est. Cost $30.49 Unrealized +41.3%
SPYG SPDR PORTFOLIO S&P500 GROWTH 0.1%
Value ($000) $510 Shares 9,218 Est. Cost $37.24 Unrealized
FCX FREEPORT MCMORAN INC 0.1%
Value ($000) $486 Shares 11,875 Est. Cost $33.60 Unrealized +19.0%
ZBH ZIMMER HOLDINGS INC 0.1%
Value ($000) $480 Shares 3,714 Est. Cost $130.28 Unrealized -6.1%
INVESCO BULLETSHS 24 CRP ETF 0.1%
Value ($000) $466 Shares 22,635 Est. Cost $20.68 Unrealized
STZ CONSTELLATION BRANDS INC 0.1%
Value ($000) $452 Shares 2,000 Est. Cost $137.47 Unrealized +53.5%
SPGI S&P GLOBAL INC 0.1%
Value ($000) $450 Shares 1,306 Est. Cost $274.96 Unrealized +25.0%
NVS NOVARTIS AG ADR 0.1%
Value ($000) $426 Shares 4,628 Est. Cost $90.29 Unrealized
TMP TOMPKINS FINANCIAL CORP 0.1%
Value ($000) $417 Shares 6,300 Est. Cost $46.77 Unrealized +38.6%
CTVA CORTEVA INC 0.1%
Value ($000) $402 Shares 6,671 Est. Cost $27.43 Unrealized +115.6%
FLCA FRANKLIN FTSE CANADA 0.1%
Value ($000) $400 Shares 12,995 Est. Cost $29.72 Unrealized
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $398 Shares 4,160 Est. Cost $59.81 Unrealized +41.8%
XLV HEALTH CARE SELECT SECTOR SPDR ETF 0.1%
Value ($000) $397 Shares 3,067 Est. Cost $104.43 Unrealized
PHYS SPROTT PHYSICAL GOLD TRUST 0.1%
Value ($000) $381 Shares 24,654 Est. Cost $14.31 Unrealized
BHP BHP GROUP LTD ADR 0.1%
Value ($000) $380 Shares 6,000 Est. Cost $44.58 Unrealized
BCI ABRDN BBRG ALL COMMODITY 0.0%
Value ($000) $367 Shares 17,670 Est. Cost $25.42 Unrealized
ESGD ISHARES ESG MSCI EAFE ETF 0.0%
Value ($000) $357 Shares 4,975 Est. Cost $63.65 Unrealized
BND VANGUARD TOTAL BOND MRKT ETF 0.0%
Value ($000) $357 Shares 4,829 Est. Cost $79.58 Unrealized
ETN EATON CORP PLC 0.0%
Value ($000) $356 Shares 2,080 Est. Cost $79.40 Unrealized +101.7%
CI CIGNA GROUP 0.0%
Value ($000) $344 Shares 1,347 Est. Cost $182.59 Unrealized +51.3%
HYG ISHARES IBOXX $ HIGH YIELD CORP BOND ETF 0.0%
Value ($000) $342 Shares 4,532 Est. Cost $85.91 Unrealized
IBTK ISHARES IBONDS DEC 2030 TERM TSY ETF 0.0%
Value ($000) $341 Shares 16,935 Est. Cost $19.58 Unrealized
GE GENERAL ELECTRIC CO 0.0%
Value ($000) $340 Shares 3,552 Est. Cost $57.69 Unrealized +14.2%
ESGE ISHARES ESG MSCI EM ETF 0.0%
Value ($000) $338 Shares 10,750 Est. Cost $36.42 Unrealized
FAST FASTENAL CO 0.0%
Value ($000) $334 Shares 6,200 Est. Cost $12.49 Unrealized +91.4%
IJK ISHARES S&P MIDCAP 400 GROWTH ETF 0.0%
Value ($000) $328 Shares 4,580 Est. Cost $97.04 Unrealized
SRLN SPDR BLACKSTONE/GSO SENIOR LOAN ETF 0.0%
Value ($000) $318 Shares 7,663 Est. Cost $46.07 Unrealized
TJX TJX COMPANIES 0.0%
Value ($000) $310 Shares 3,958 Est. Cost $44.76 Unrealized +69.0%
AWK AMERICAN WATER WORKS CO INC 0.0%
Value ($000) $308 Shares 2,100 Est. Cost $110.54 Unrealized +25.7%
WMB WILLIAMS COMPANIES INC 0.0%
Value ($000) $299 Shares 10,000 Est. Cost $20.43 Unrealized +32.9%
ORCL ORACLE CORP 0.0%
Value ($000) $297 Shares 3,200 Est. Cost $47.25 Unrealized +79.5%
NFG NATIONAL FUEL GAS COMPANY 0.0%
Value ($000) $287 Shares 4,976 Est. Cost $58.61 Unrealized -1.1%
GSY INVESCO ACTIVELY MANAGD ETF ULTRA SHRT DUR 0.0%
Value ($000) $279 Shares 5,631 Est. Cost $50.42 Unrealized
ROP ROPER INDS INC 0.0%
Value ($000) $279 Shares 633 Est. Cost $333.07 Unrealized +27.4%
BA BOEING COMPANY 0.0%
Value ($000) $276 Shares 1,300 Est. Cost $134.65 Unrealized +54.3%
XLP CONSUMER STAPLES SECTOR SPDR 0.0%
Value ($000) $264 Shares 3,532 Est. Cost $61.44 Unrealized
EIX EDISON INTL 0.0%
Value ($000) $263 Shares 3,727 Est. Cost $51.38 Unrealized +15.2%
EMN EASTMAN CHEMICAL CO 0.0%
Value ($000) $263 Shares 3,116 Est. Cost $54.23 Unrealized +41.1%
BRK/B BERKSHIRE HATHAWAY INC B 0.0%
Value ($000) $255 Shares 827 Est. Cost $232.81 Unrealized +32.4%
XLY CONSUMER DISCRET SEL SECT SPDR ETF 0.0%
Value ($000) $253 Shares 1,692 Est. Cost $133.43 Unrealized
VB VANGUARD SMALLCAP ETF 0.0%
Value ($000) $251 Shares 1,325 Est. Cost $135.45 Unrealized
HDV ISHARES CORE HIGH DIVIDEND 0.0%
Value ($000) $241 Shares 2,370 Est. Cost $85.55 Unrealized
XLU UTILITIES SELECT SECTOR SPDR 0.0%
Value ($000) $235 Shares 3,465 Est. Cost $59.23 Unrealized
VUG VANGUARD GROWTH ETF 0.0%
Value ($000) $233 Shares 936 Est. Cost $220.72 Unrealized
BIIB BIOGEN INC 0.0%
Value ($000) $222 Shares 800 Est. Cost $264.15 Unrealized +4.7%
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) $216 Shares 2,498 Est. Cost $29.40 Unrealized +165.5%
SGOV ISHARES 0-3 MONTH TREASURY 0.0%
Value ($000) $214 Shares 2,125 Est. Cost $100.33 Unrealized
TT TRANE TECHNOLOGIES PLC 0.0%
Value ($000) $212 Shares 1,155 Est. Cost $93.73 Unrealized +87.6%
DGX QUEST DIAGNOSTICS INC 0.0%
Value ($000) $212 Shares 1,500 Est. Cost $126.95 Unrealized +6.5%
VXUS VANGUARD TOTAL INTL STOCK ETF 0.0%
Value ($000) $208 Shares 3,772 Est. Cost $54.37 Unrealized
MO ALTRIA GROUP INC 0.0%
Value ($000) $207 Shares 4,645 Est. Cost $29.52 Unrealized +22.9%
ECL ECOLAB INC 0.0%
Value ($000) $199 Shares 1,200 Est. Cost $149.57 Unrealized +1.0%
FOXA FOX CORP 0.0%
Value ($000) $187 Shares 5,500 Est. Cost $33.56 Unrealized -3.0%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $184 Shares 1,889 Est. Cost $63.74 Unrealized +36.4%
CHD CHURCH & DWIGHT CO INC 0.0%
Value ($000) $177 Shares 2,000 Est. Cost $66.06 Unrealized +22.1%
TSLA TESLA MOTORS INC 0.0%
Value ($000) $174 Shares 838 Est. Cost $198.86 Unrealized -12.3%
DUK DUKE ENERGY CORP 0.0%
Value ($000) $173 Shares 1,795 Est. Cost $60.37 Unrealized +46.1%
SO SOUTHERN COMPANY 0.0%
Value ($000) $166 Shares 2,383 Est. Cost $40.88 Unrealized +48.4%
WFC WELLS FARGO & CO 0.0%
Value ($000) $154 Shares 4,125 Est. Cost $40.08 Unrealized +1.0%
EEM ISHARES MSCI EMERGING MKTS ETF 0.0%
Value ($000) $146 Shares 3,693 Est. Cost $42.12 Unrealized
LQD ISHARES IBOXX $ INVMT GRADE CORP BOND ETF 0.0%
Value ($000) $138 Shares 1,259 Est. Cost $122.30 Unrealized
IBTI ISHARES IBONDS DEC 2028 TERM 0.0%
Value ($000) $133 Shares 5,939 Est. Cost $22.48 Unrealized
ICLN ISHARES GLOBAL CLEAN ENERGY 0.0%
Value ($000) $125 Shares 6,300 Est. Cost $23.42 Unrealized
IWR ISHARES RUSSELL MIDCAP ETF 0.0%
Value ($000) $124 Shares 1,774 Est. Cost $69.39 Unrealized
DHR DANAHER CORP 0.0%
Value ($000) $121 Shares 482 Est. Cost $148.82 Unrealized +50.6%
NFLX NETFLIX INC 0.0%
Value ($000) $121 Shares 350 Est. Cost $42.66 Unrealized -22.4%
SLB SLB 0.0%
Value ($000) $120 Shares 2,452 Est. Cost $57.18 Unrealized -13.6%
NWFL NORWOOD FINANCIAL CORP 0.0%
Value ($000) $117 Shares 3,992 Est. Cost $29.61 Unrealized +11.2%
VO VANGUARD MIDCAP ETF 0.0%
Value ($000) $116 Shares 548 Est. Cost $150.05 Unrealized
CROX CROCS INC 0.0%
Value ($000) $112 Shares 885 Est. Cost $94.28 Unrealized +28.2%
XLC SELECT SECTOR SPDR TR COMMUNICATION 0.0%
Value ($000) $111 Shares 1,917 Est. Cost $64.78 Unrealized
FIS FIDELITY NATL INFORMATION SV 0.0%
Value ($000) $109 Shares 2,000 Est. Cost $116.22 Unrealized -48.0%
STT STATE STREET CORP 0.0%
Value ($000) $107 Shares 1,415 Est. Cost $60.59 Unrealized +25.7%
XLI SPDR INDUSTRIALS (XLI) 0.0%
Value ($000) $105 Shares 1,040 Est. Cost $100.40 Unrealized
EMNT PIMCO ENHANCED SHORT MAT ESG 0.0%
Value ($000) $105 Shares 1,075 Est. Cost $100.77 Unrealized
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $104 Shares 225 Est. Cost $181.39 Unrealized +143.7%
EZU ISHARES MSCI EUROZONE ETF 0.0%
Value ($000) $101 Shares 2,245 Est. Cost $45.06 Unrealized
PAYX PAYCHEX INC 0.0%
Value ($000) $100 Shares 875 Est. Cost $54.46 Unrealized +91.5%
GSST GOLDMAN SACHS ACCESS ULTRAST 0.0%
Value ($000) $100 Shares 2,000 Est. Cost $50.50 Unrealized
COOPER COMPANIES INC 0.0%
Value ($000) $99 Shares 266 Est. Cost $320.00 Unrealized
MINT PIMCO ENHANCED SHORT MATURE ACTIVE ETF 0.0%
Value ($000) $99 Shares 1,000 Est. Cost $101.95 Unrealized
XLF SPDR FINANCIAL SELECT SECTOR 0.0%
Value ($000) $99 Shares 3,076 Est. Cost $30.59 Unrealized
VUSB VANGUARD ULTRA SHORT TERM 0.0%
Value ($000) $98 Shares 2,000 Est. Cost $50.00 Unrealized
IGSB ISHARES SHORT TERM CORP BOND 0.0%
Value ($000) $96 Shares 1,900 Est. Cost $77.37 Unrealized
LDUR PIMCO ENHANCED LOW DURATION 0.0%
Value ($000) $95 Shares 1,000 Est. Cost $101.81 Unrealized
WTM WHITE MTNS INS GROUP LTD 0.0%
Value ($000) $92 Shares 67 Est. Cost $1090.77 Unrealized +31.5%
TMUS T MOBILE US INC 0.0%
Value ($000) $92 Shares 632 Est. Cost $138.73 Unrealized +0.9%
KHC KRAFT HEINZ COMPANY 0.0%
Value ($000) $90 Shares 2,333 Est. Cost $35.47 Unrealized -3.6%
GEHC GE HEALTHCARE TECH 0.0%
Value ($000) $88 Shares 1,069 Est. Cost $71.08 Unrealized 0.0%
BK BANK OF NEW YORK MELLON CORP 0.0%
Value ($000) $85 Shares 1,881 Est. Cost $30.18 Unrealized +48.3%
TM TOYOTA MOTOR CORP 0.0%
Value ($000) $85 Shares 600 Est. Cost $136.08 Unrealized
TDY TELEDYNE TECHNOLOGIES INC 0.0%
Value ($000) $84 Shares 187 Est. Cost $88.71 Unrealized +377.6%
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $83 Shares 1,002 Est. Cost $77.87 Unrealized +0.9%
BP BP PLC ADR 0.0%
Value ($000) $81 Shares 2,148 Est. Cost $37.48 Unrealized
VPU VANGUARD UTILITIES ETF 0.0%
Value ($000) $80 Shares 545 Est. Cost $104.37 Unrealized
GLDM SPDR GOLD MINISHARES 0.0%
Value ($000) $80 Shares 2,054 Est. Cost $38.38 Unrealized
ENB ENBRIDGE INC 0.0%
Value ($000) $80 Shares 2,099 Est. Cost $21.58 Unrealized +50.3%
VOE VANGUARD MIDCAP VALUE ETF 0.0%
Value ($000) $78 Shares 579 Est. Cost $119.71 Unrealized
HSY HERSHEY CO 0.0%
Value ($000) $76 Shares 300 Est. Cost $102.74 Unrealized +111.4%
L LOEWS CORP 0.0%
Value ($000) $75 Shares 1,300 Est. Cost $35.50 Unrealized +65.4%
SNA SNAP ON INC 0.0%
Value ($000) $74 Shares 300 Est. Cost $207.93 Unrealized +8.8%
NGG NATIONAL GRID PLC ADR 0.0%
Value ($000) $73 Shares 1,073 Est. Cost $63.43 Unrealized
DVY ISHARES SELECT DIVIDEND ETF 0.0%
Value ($000) $70 Shares 600 Est. Cost $80.55 Unrealized
CRM SALESFORCE INC 0.0%
Value ($000) $69 Shares 347 Est. Cost $181.50 Unrealized -8.1%
LIT GLOBAL X LITHIUM & BATTERY TECH ETF 0.0%
Value ($000) $69 Shares 1,090 Est. Cost $66.62 Unrealized
PPG PPG INDUSTRIES INC 0.0%
Value ($000) $67 Shares 500 Est. Cost $93.16 Unrealized +30.0%
ADBE ADOBE INC 0.0%
Value ($000) $65 Shares 169 Est. Cost $340.55 Unrealized +4.4%
MET METLIFE INC 0.0%
Value ($000) $64 Shares 1,110 Est. Cost $53.23 Unrealized +16.0%
IR INGERSOLL RAND INC 0.0%
Value ($000) $64 Shares 1,095 Est. Cost $31.60 Unrealized +77.9%
BOTZ GLOBAL X ROBOTICS & AI ETF 0.0%
Value ($000) $63 Shares 2,490 Est. Cost $20.54 Unrealized
AMAT APPLIED MATERIALS INC 0.0%
Value ($000) $61 Shares 500 Est. Cost $117.06 Unrealized -4.4%
LABORATORY CORP AMER HLDGS 0.0%
Value ($000) $61 Shares 264 Est. Cost $233.08 Unrealized
VOT VANGUARD MIDCAP GROWTH ETF 0.0%
Value ($000) $60 Shares 309 Est. Cost $158.29 Unrealized
META META PLATFORMS INC 0.0%
Value ($000) $59 Shares 280 Est. Cost $192.27 Unrealized -12.0%
KELLOGG COMPANY 0.0%
Value ($000) $54 Shares 800 Est. Cost $60.91 Unrealized -6.1%
SLV ISHARES SILVER TRUST 0.0%
Value ($000) $53 Shares 2,415 Est. Cost $15.59 Unrealized
LIN LINDE PLC 0.0%
Value ($000) $53 Shares 150 Est. Cost $322.30 Unrealized 0.0%
PFIS PEOPLES FINL SVCS CORP 0.0%
Value ($000) $53 Shares 1,218 Est. Cost $33.02 Unrealized +30.9%
BN BROOKFIELD CORP NPV 0.0%
Value ($000) $50 Shares 1,528 Est. Cost $21.90 Unrealized +0.7%
BLACKROCK ENHANCED EQT DIV 0.0%
Value ($000) $49 Shares 5,703 Est. Cost $9.29 Unrealized
AGG ISHARES CORE US AGGREGATE BOND ETF 0.0%
Value ($000) $49 Shares 490 Est. Cost $95.92 Unrealized
WY WEYERHAEUSER CO 0.0%
Value ($000) $48 Shares 1,600 Est. Cost $18.15 Unrealized +57.5%
VGIT VANGUARD INTERM-TERM GOVT BDETF 0.0%
Value ($000) $48 Shares 800 Est. Cost $60.30 Unrealized
ORANY ORANGE SA ADR 0.0%
Value ($000) $48 Shares 4,000 Est. Cost $11.00 Unrealized
MPC MARATHON PETROLEUM CORP 0.0%
Value ($000) $46 Shares 344 Est. Cost $37.88 Unrealized +210.4%
MKL MARKEL CORPORATION 0.0%
Value ($000) $42 Shares 33 Est. Cost $1138.97 Unrealized +16.6%
BCE BCE INC 0.0%
Value ($000) $42 Shares 940 Est. Cost $33.07 Unrealized +9.1%
TIP ISHARES TIPS BOND ETF 0.0%
Value ($000) $42 Shares 380 Est. Cost $124.73 Unrealized
CEG CONSTELLATION ENERGY CORP 0.0%
Value ($000) $38 Shares 482 Est. Cost $60.44 Unrealized +30.8%
PAA PLAINS ALL AMERICAN PIPELINE 0.0%
Value ($000) $37 Shares 3,000 Est. Cost $9.00 Unrealized
TSLX SIXTH ST SPECIALTY LENDING 0.0%
Value ($000) $37 Shares 2,000 Est. Cost $18.55 Unrealized 0.0%
ALLE ALLEGION PLC 0.0%
Value ($000) $35 Shares 331 Est. Cost $63.16 Unrealized +71.1%
ISHARES IBONDS DEC 2023 ETF 0.0%
Value ($000) $35 Shares 1,400 Est. Cost $25.00 Unrealized
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $35 Shares 120 Est. Cost $181.80 Unrealized +48.8%
F FORD MOTOR COMPANY 0.0%
Value ($000) $35 Shares 2,757 Est. Cost $9.09 Unrealized +12.2%
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $34 Shares 400 Est. Cost $47.48 Unrealized +66.2%
MDT MEDTRONIC PLC 0.0%
Value ($000) $32 Shares 400 Est. Cost $68.60 Unrealized +8.6%
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.0%
Value ($000) $32 Shares 141 Est. Cost $203.76 Unrealized
HYBB ISHARES BB RATED CRP BND ETF 0.0%
Value ($000) $32 Shares 700 Est. Cost $51.05 Unrealized
SUI SUN COMMUNITIES INC 0.0%
Value ($000) $31 Shares 221 Est. Cost $77.88 Unrealized
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $30 Shares 2,017 Est. Cost $14.52 Unrealized -2.0%
CHRW C H ROBINSON WORLDWIDE INC 0.0%
Value ($000) $30 Shares 300 Est. Cost $58.74 Unrealized +55.8%
LIBERTY ALL STAR EQUITY FD 0.0%
Value ($000) $30 Shares 4,805 Est. Cost $6.80 Unrealized
SDY SPDR S&P DIVIDEND ETF 0.0%
Value ($000) $29 Shares 237 Est. Cost $117.65 Unrealized
IWN ISHARES RUSSELL 2000 VALUE 0.0%
Value ($000) $29 Shares 209 Est. Cost $119.62 Unrealized
EPD ENTERPRISE PRODS PARTNERS LP 0.0%
Value ($000) $28 Shares 1,098 Est. Cost $23.07 Unrealized
TS TENARIS SA ADR 0.0%
Value ($000) $28 Shares 1,000 Est. Cost $30.06 Unrealized
MLPA GLOBAL X MLP ETF 0.0%
Value ($000) $28 Shares 680 Est. Cost $39.71 Unrealized
FBIN FORTUNE BRANDS HOME & SEC 0.0%
Value ($000) $28 Shares 480 Est. Cost $57.83 Unrealized +0.7%
LYB LYONDELLBASELL INDUSTRIES NV 0.0%
Value ($000) $28 Shares 300 Est. Cost $76.26 Unrealized 0.0%
PBW INVESCO WILDERHILL CLEAN ENERGY ETF 0.0%
Value ($000) $28 Shares 683 Est. Cost $44.50 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.0%
Value ($000) $27 Shares 600 Est. Cost $41.50 Unrealized
ET ENERGY TRANSFER EQUITY LP 0.0%
Value ($000) $26 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
OKE ONEOK INC 0.0%
Value ($000) $25 Shares 394 Est. Cost $32.05 Unrealized +78.8%
BNTX BIONTECH SE ADR 0.0%
Value ($000) $25 Shares 200 Est. Cost $63.17 Unrealized
EL ESTEE LAUDER COMP INC CL A 0.0%
Value ($000) $25 Shares 100 Est. Cost $175.92 Unrealized +36.8%
J JACOBS SOLUTIONS INC 0.0%
Value ($000) $23 Shares 194 Est. Cost $100.68 Unrealized -3.4%
SHEL SHELL PLC 0.0%
Value ($000) $23 Shares 396 Est. Cost $53.36 Unrealized
PRU PRUDENTIAL FINANCIAL INC 0.0%
Value ($000) $23 Shares 273 Est. Cost $53.73 Unrealized +53.9%
OLN OLIN CORP 0.0%
Value ($000) $22 Shares 400 Est. Cost $49.56 Unrealized +8.1%
CPB CAMPBELL SOUP CO 0.0%
Value ($000) $22 Shares 400 Est. Cost $47.12 Unrealized +1.8%
UBS UBS GROUP AG 0.0%
Value ($000) $21 Shares 1,000 Est. Cost $15.37 Unrealized +35.7%
ZBRA ZEBRA TECHNOLOGIES CORP CL A 0.0%
Value ($000) $21 Shares 67 Est. Cost $336.52 Unrealized -10.2%
MUSA MURPHY USA INC 0.0%
Value ($000) $21 Shares 82 Est. Cost $184.28 Unrealized +39.3%
O REALTY INCOME CORP 0.0%
Value ($000) $21 Shares 334 Est. Cost $43.89 Unrealized +25.6%
PAYC PAYCOM SOFTWARE INC 0.0%
Value ($000) $20 Shares 67 Est. Cost $231.95 Unrealized +27.2%
GAP GAP INC 0.0%
Value ($000) $20 Shares 2,000 Est. Cost $22.43 Unrealized -51.4%
IQV IQVIA HLDGS INC 0.0%
Value ($000) $20 Shares 100 Est. Cost $127.87 Unrealized +67.2%
CHTR CHARTER COMMUNICATIONS INC NCL A 0.0%
Value ($000) $19 Shares 54 Est. Cost $427.79 Unrealized -12.7%
MU MICRON TECHNOLOGY 0.0%
Value ($000) $19 Shares 320 Est. Cost $64.41 Unrealized -10.3%
FNV FRANCO NEVADA CORP 0.0%
Value ($000) $19 Shares 132 Est. Cost $44.81 Unrealized +202.9%
OCSL OAKTREE SPECIALTY LENDING 0.0%
Value ($000) $19 Shares 1,000 Est. Cost $19.92 Unrealized 0.0%
ARI APOLLO COMM REAL ESTATE 0.0%
Value ($000) $19 Shares 2,000 Est. Cost $10.50 Unrealized
AB ALLIANCEBERNSTEIN HLDG LP 0.0%
Value ($000) $18 Shares 500 Est. Cost $34.36 Unrealized
ARCC ARES CAPITAL CORPORATION 0.0%
Value ($000) $18 Shares 1,000 Est. Cost $14.33 Unrealized 0.0%
WBS WEBSTER FINANCIAL CORP 0.0%
Value ($000) $18 Shares 463 Est. Cost $59.37 Unrealized -19.1%
JBL JABIL CIRCUIT INC. 0.0%
Value ($000) $18 Shares 200 Est. Cost $31.79 Unrealized +151.6%
AFL AFLAC INC 0.0%
Value ($000) $18 Shares 273 Est. Cost $50.12 Unrealized +28.2%
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $17 Shares 655 Est. Cost $13.89 Unrealized +111.9%
MGK VANGUARD MEGA CAP GROWTH 0.0%
Value ($000) $17 Shares 85 Est. Cost $82.35 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $17 Shares 500 Est. Cost $70.73 Unrealized
INVESCO BULLETSHARES ETF 0.0%
Value ($000) $16 Shares 800 Est. Cost $19.94 Unrealized
PYPL PAYPAL HOLDINGS INC 0.0%
Value ($000) $15 Shares 200 Est. Cost $81.79 Unrealized -6.0%
WELL WELLTOWER INC 0.0%
Value ($000) $14 Shares 200 Est. Cost $56.52 Unrealized +19.9%
PRF INVESCO FTSE RAFI US1000 ETF 0.0%
Value ($000) $14 Shares 90 Est. Cost $113.04 Unrealized
C CITIGROUP INC 0.0%
Value ($000) $14 Shares 300 Est. Cost $40.94 Unrealized +8.1%
PPL PPL CORP 0.0%
Value ($000) $14 Shares 500 Est. Cost $23.08 Unrealized +10.9%
KEY KEYCORP 0.0%
Value ($000) $14 Shares 1,104 Est. Cost $10.83 Unrealized +32.5%
SPSM SPDR PORTFOLIO SMALLCAP ETF 0.0%
Value ($000) $14 Shares 365 Est. Cost $26.25 Unrealized
RSG REPUBLIC SERVICES INC 0.0%
Value ($000) $14 Shares 100 Est. Cost $83.07 Unrealized +48.2%
AGCO AGCO CORP 0.0%
Value ($000) $14 Shares 100 Est. Cost $64.19 Unrealized +91.1%
DGII DIGI INTL INC 0.0%
Value ($000) $13 Shares 400 Est. Cost $10.69 Unrealized +219.7%
MOH MOLINA HEALTHCARE INC 0.0%
Value ($000) $13 Shares 50 Est. Cost $206.44 Unrealized +39.2%
CC THE CHEMOURS CO 0.0%
Value ($000) $13 Shares 420 Est. Cost $30.76 Unrealized -4.3%
BAM BROOKFIELD ASSET MGMT LTD 0.0%
Value ($000) $12 Shares 382 Est. Cost $27.10 Unrealized +8.4%
OGN ORGANON & CO 0.0%
Value ($000) $12 Shares 522 Est. Cost $26.93 Unrealized -13.6%
PHM PULTE GROUP INC 0.0%
Value ($000) $12 Shares 210 Est. Cost $41.81 Unrealized +26.2%
MUR MURPHY OIL CORPORATION 0.0%
Value ($000) $12 Shares 328 Est. Cost $30.71 Unrealized +15.6%
INTU INTUIT INC 0.0%
Value ($000) $12 Shares 26 Est. Cost $422.65 Unrealized -4.6%
FSK FS KKR CAPITAL CORP 0.0%
Value ($000) $11 Shares 621 Est. Cost $11.05 Unrealized +10.0%
ESGU ISHARES TR ESG MSCI USA ETF (ESGU) 0.0%
Value ($000) $11 Shares 125 Est. Cost $79.45 Unrealized
ALL THE ALLSTATE CORPORATION 0.0%
Value ($000) $11 Shares 100 Est. Cost $98.38 Unrealized +20.1%
COST COSTCO 0.0%
Value ($000) $11 Shares 22 Est. Cost $331.79 Unrealized +42.0%
BSCQ INVESCO BULLETSHS 26 CRP ETF 0.0%
Value ($000) $11 Shares 560 Est. Cost $18.92 Unrealized
TOTAL SA ADR 0.0%
Value ($000) $11 Shares 180 Est. Cost $48.13 Unrealized
NEW YORK CMNTY BANCORP INC 0.0%
Value ($000) $11 Shares 1,175 Est. Cost $8.32 Unrealized
A AGILENT TECHNOLOGIES INC 0.0%
Value ($000) $11 Shares 76 Est. Cost $63.50 Unrealized +125.6%
DLR DIGITAL REALTY TRUST INC 0.0%
Value ($000) $10 Shares 106 Est. Cost $91.24 Unrealized +4.5%
RDN RADIAN GROUP INC 0.0%
Value ($000) $10 Shares 470 Est. Cost $17.56 Unrealized +10.5%
BSCR INVESCO BULLETSHARES 2027 CORP BOND 0.0%
Value ($000) $10 Shares 530 Est. Cost $18.99 Unrealized
SPH SUBURBAN PROPANE PARTNERS LP 0.0%
Value ($000) $10 Shares 660 Est. Cost $15.46 Unrealized
TAK TAKEDA PHARMACEUTICAL CO LTDSPONSORED ADS 0.0%
Value ($000) $10 Shares 594 Est. Cost $13.75 Unrealized
IRDM IRIDIUM COMMUNICATIONS INC 0.0%
Value ($000) $9 Shares 150 Est. Cost $8.81 Unrealized +579.1%
DISCOVER FINANCIAL SERVICES 0.0%
Value ($000) $9 Shares 92 Est. Cost $86.96 Unrealized
NWL NEWELL RUBBERMAID INC 0.0%
Value ($000) $9 Shares 725 Est. Cost $12.43 Unrealized 0.0%
FHN FIRST HORIZON NATL CORP 0.0%
Value ($000) $9 Shares 500 Est. Cost $19.72 Unrealized +0.8%
EBAY EBAY INC 0.0%
Value ($000) $9 Shares 200 Est. Cost $39.85 Unrealized +8.7%
BX BLACKSTONE GROUP INC 0.0%
Value ($000) $9 Shares 100 Est. Cost $44.80 Unrealized +81.1%
KLAC KLA CORPORATION 0.0%
Value ($000) $9 Shares 22 Est. Cost $334.63 Unrealized +14.6%
NXST NEXSTAR MEDIA GROUP INC 0.0%
Value ($000) $9 Shares 50 Est. Cost $111.16 Unrealized +47.0%
SUSC ISHARES ESG USD CORP BOND 0.0%
Value ($000) $9 Shares 375 Est. Cost $23.01 Unrealized
CMG CHIPOTLE MEXICAN GRILL 0.0%
Value ($000) $9 Shares 5 Est. Cost $31.00 Unrealized +1.4%
BSCS INVESCO BULLETSHARES 2028 CORP BOND 0.0%
Value ($000) $9 Shares 425 Est. Cost $19.61 Unrealized
SUSB ISHARES TR ESG AWRE 1 5 YR 0.0%
Value ($000) $8 Shares 350 Est. Cost $25.32 Unrealized
AQN ALGONQUIN PWR UTILS CORP 0.0%
Value ($000) $8 Shares 1,000 Est. Cost $11.41 Unrealized -43.1%
ESE ESCO TECHNOLOGIES 0.0%
Value ($000) $8 Shares 84 Est. Cost $85.44 Unrealized +7.8%
INFU INFUSYSTEMS HOLDINGS INC 0.0%
Value ($000) $8 Shares 1,000 Est. Cost $3.18 Unrealized +189.9%
MRNA MODERNA INC 0.0%
Value ($000) $8 Shares 50 Est. Cost $164.97 Unrealized 0.0%
COHR COHERENT CORP 0.0%
Value ($000) $8 Shares 200 Est. Cost $47.89 Unrealized -15.0%
HOG HARLEY DAVIDSON INC 0.0%
Value ($000) $8 Shares 200 Est. Cost $61.89 Unrealized -29.0%
MEDP MEDPACE HOLDINGS INC 0.0%
Value ($000) $8 Shares 40 Est. Cost $206.82 Unrealized 0.0%
GM GENERAL MOTORS CO 0.0%
Value ($000) $7 Shares 200 Est. Cost $36.67 Unrealized 0.0%
INCY INCYTE CORP 0.0%
Value ($000) $7 Shares 100 Est. Cost $96.40 Unrealized -18.9%
VTRS VIATRIS INC 0.0%
Value ($000) $7 Shares 722 Est. Cost $10.42 Unrealized -7.0%
GWW GRAINGER W W INC 0.0%
Value ($000) $7 Shares 10 Est. Cost $510.04 Unrealized +21.9%
VGLT VANGUARD LONG TERM TREASURY 0.0%
Value ($000) $7 Shares 105 Est. Cost $96.29 Unrealized
STAG STAG INDL INC 0.0%
Value ($000) $7 Shares 200 Est. Cost $30.00 Unrealized
MTG MGIC INVESTMENT CORP 0.0%
Value ($000) $7 Shares 500 Est. Cost $13.15 Unrealized +2.4%
WAB WABTEC CORP 0.0%
Value ($000) $7 Shares 66 Est. Cost $95.65 Unrealized +5.1%
BBT BERKSHIRE HILLS BANCORP INC 0.0%
Value ($000) $7 Shares 264 Est. Cost $18.71 Unrealized +37.9%
JUST GOLDMAN SACHS JUST US LARGE CAP EQUITY ETF 0.0%
Value ($000) $6 Shares 105 Est. Cost $58.40 Unrealized
SJM JM SMUCKER COMPANY 0.0%
Value ($000) $6 Shares 38 Est. Cost $133.49 Unrealized +2.7%
KDP KEURIG DR PEPPER INC 0.0%
Value ($000) $6 Shares 168 Est. Cost $34.43 Unrealized -6.1%
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $6 Shares 30 Est. Cost $190.26 Unrealized +1.0%
GABELLI EQUITY TR INC 0.0%
Value ($000) $6 Shares 1,000 Est. Cost $5.00 Unrealized
GSK GLAXOSMITHKLINE PLC 25P ADR 0.0%
Value ($000) $6 Shares 160 Est. Cost $29.41 Unrealized
AIM IMMUNOTECH INC 0.0%
Value ($000) $6 Shares 13,226 Est. Cost $2.27 Unrealized
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $6 Shares 73 Est. Cost $59.26 Unrealized +20.7%
DOV DOVER CORP 0.0%
Value ($000) $5 Shares 36 Est. Cost $122.28 Unrealized +15.9%
INVESCO BULLETSHS CORP 2023 0.0%
Value ($000) $5 Shares 240 Est. Cost $20.00 Unrealized
RBBN RIBBONS COMMUNICATIONS INC 0.0%
Value ($000) $5 Shares 1,400 Est. Cost $8.28 Unrealized -55.8%
KSS KOHLS CORP 0.0%
Value ($000) $5 Shares 200 Est. Cost $28.40 Unrealized -0.7%
DCOM DIME CMNTY BANCSHARES INC 0.0%
Value ($000) $5 Shares 200 Est. Cost $23.82 Unrealized +9.2%
LUMN LUMEN TECHNOLOGIES INC 0.0%
Value ($000) $4 Shares 1,689 Est. Cost $9.33 Unrealized -56.8%
TDC TERADATA CORP 0.0%
Value ($000) $4 Shares 108 Est. Cost $32.17 Unrealized +15.5%
DKNG DRAFTKINGS INC CL A 0.0%
Value ($000) $4 Shares 200 Est. Cost $14.08 Unrealized +18.1%
MBC MASTERBRAND INC 0.0%
Value ($000) $4 Shares 480 Est. Cost $8.19 Unrealized +7.7%
BARRICK GOLD CORPORATION 0.0%
Value ($000) $4 Shares 200 Est. Cost $16.85 Unrealized
SNAP SNAP INC 0.0%
Value ($000) $3 Shares 300 Est. Cost $10.38 Unrealized +1.2%
CPNG COUPANG INC CL A 0.0%
Value ($000) $3 Shares 200 Est. Cost $17.65 Unrealized -12.2%
PBI PITNEY BOWES INC 0.0%
Value ($000) $3 Shares 800 Est. Cost $3.37 Unrealized +24.6%
KD KYNDRYL HOLDINGS INC 0.0%
Value ($000) $3 Shares 211 Est. Cost $21.59 Unrealized -34.3%
CANADIAN NAT RES LTD COM 0.0%
Value ($000) $3 Shares 55 Est. Cost $54.55 Unrealized
CFG CITIZENS FINANCIAL GROUP INC 0.0%
Value ($000) $3 Shares 100 Est. Cost $31.80 Unrealized +8.1%
CRBN ISHARES MSCI ACWI LOW CARBON 0.0%
Value ($000) $3 Shares 20 Est. Cost $171.43 Unrealized
HANESBRANDS INC 0.0%
Value ($000) $3 Shares 500 Est. Cost $5.25 Unrealized
VBI VACCINES INC 0.0%
Value ($000) $3 Shares 8,500 Est. Cost $3.07 Unrealized
GABELLI UTILITY TRUST 0.0%
Value ($000) $2 Shares 330 Est. Cost $7.83 Unrealized
GRNB VANECK VECTORS ETF TR GREEN BD ETF 0.0%
Value ($000) $2 Shares 100 Est. Cost $28.25 Unrealized
FMS FRESENIUS MEDICAL CARE AG & CO KGAA 0.0%
Value ($000) $2 Shares 100 Est. Cost $30.00 Unrealized
ZIMVIE INC 0.0%
Value ($000) $2 Shares 284 Est. Cost $21.84 Unrealized
SXC SUNCOKE ENERGY INC 0.0%
Value ($000) $2 Shares 218 Est. Cost $10.78 Unrealized -15.2%
CVMC ETF CALVERT US MID-CAP CORE 0.0%
Value ($000) $2 Shares 40 Est. Cost $48.83 Unrealized
JOUNCE THERAPEUTICS INC 0.0%
Value ($000) $2 Shares 1,000 Est. Cost $8.50 Unrealized
GABELLI MULTIMEDIA TR INC 0.0%
Value ($000) $2 Shares 299 Est. Cost $7.80 Unrealized
HLN HALEON PLC 0.0%
Value ($000) $2 Shares 200 Est. Cost $5.24 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
LPRO OPEN LENDING CORP 0.0%
Value ($000) $1 Shares 200 Est. Cost $7.04 Unrealized +10.6%
SOFI SOFI TECHNOLOGIES 0.0%
Value ($000) $1 Shares 200 Est. Cost $6.06 Unrealized 0.0%
WDS WOODSIDE ENERGY GROUP LTD 0.0%
Value ($000) $1 Shares 54 Est. Cost $20.00 Unrealized
ESML ISHARES ESG AWARE MSCI SMALLCAP ETF 0.0%
Value ($000) $1 Shares 35 Est. Cost $42.78 Unrealized
CEL SCI CORP 0.0%
Value ($000) $1 Shares 500 Est. Cost $8.92 Unrealized
DELL DELL TECHNOLOGIES INC 0.0%
Value ($000) $1 Shares 28 Est. Cost $38.96 Unrealized -2.3%
ERIC ERICSSON L M TEL CO ADR B SEK 10 0.0%
Value ($000) $1 Shares 160 Est. Cost $5.92 Unrealized
INFIQ INFINITY PHARMACEUTICALS INC 0.0%
Value ($000) $1 Shares 6,000 Est. Cost $1.86 Unrealized -76.1%
AVNS AVANOS MEDICAL INC 0.0%
Value ($000) $1 Shares 25 Est. Cost $24.45 Unrealized +18.7%
ACCO ACCO BRANDS CORP 0.0%
Value ($000) $1 Shares 112 Est. Cost $4.25 Unrealized +11.3%
REGULUS THERAPEUTICS INC 0.0%
Value ($000) $1 Shares 690 Est. Cost $1.45 Unrealized
OXY/WS OCCIDENTAL PETE CORP W EXP 08/03/2027 0.0%
Value ($000) $1 Shares 14 Est. Cost $41.00 Unrealized
MARATHON OIL CORP 0.0%
Value ($000) $0 Shares 20 Est. Cost Unrealized
AGENUS INC 0.0%
Value ($000) $0 Shares 300 Est. Cost $3.33 Unrealized
BB BLACKBERRY LTD NPV 0.0%
Value ($000) $0 Shares 83 Est. Cost $5.49 Unrealized -27.8%
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