Community Bank, N.A. Diversified Active

CIK: 0001632187 · Show all filings

Period: Q2 2023 (← Previous) (Next →)

Filing Date: Aug 1, 2023

Total Value ($000): $757,365 (100.0% shares, 0.0% debt)

Holdings (435)

AAPL APPLE INC 10.5%
Value ($000) $79,592 Shares 410,332 Est. Cost $86.95 Unrealized +97.9%
IVV ISHARES CORE S&P 500 ETF 6.4%
Value ($000) $48,733 Shares 109,340 Est. Cost $258.79 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 5.4%
Value ($000) $40,704 Shares 603,023 Est. Cost $61.16 Unrealized
MSFT MICROSOFT CORP 3.1%
Value ($000) $23,686 Shares 69,557 Est. Cost $75.82 Unrealized +305.2%
IJR ISHARES CORE S&P SMALLCAP ETF 2.3%
Value ($000) $17,488 Shares 175,499 Est. Cost $92.08 Unrealized
IJH ISHARES CORE S&P MIDCAP ETF 1.9%
Value ($000) $14,587 Shares 55,787 Est. Cost $183.89 Unrealized
IBM INTL BUSINESS MACHINES CORP 1.9%
Value ($000) $14,409 Shares 107,683 Est. Cost $100.05 Unrealized +18.0%
VTI VANGUARD TOTAL STOCK MARKET ETF 1.9%
Value ($000) $14,177 Shares 64,361 Est. Cost $104.59 Unrealized
MRK MERCK & COMPANY INC 1.8%
Value ($000) $13,661 Shares 118,390 Est. Cost $46.61 Unrealized +124.2%
BMY BRISTOL MYERS SQUIBB COMPANY 1.7%
Value ($000) $13,211 Shares 206,581 Est. Cost $44.74 Unrealized +31.7%
JPM JPMORGAN CHASE & CO 1.6%
Value ($000) $12,174 Shares 83,702 Est. Cost $66.89 Unrealized +93.8%
JEPI JPMORGAN EQUITY PREMIUM INC 1.5%
Value ($000) $11,596 Shares 209,586 Est. Cost $56.44 Unrealized
PEP PEPSICO INC 1.5%
Value ($000) $11,279 Shares 60,896 Est. Cost $78.79 Unrealized +116.5%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 1.4%
Value ($000) $10,449 Shares 211,982 Est. Cost $54.59 Unrealized
JNJ JOHNSON & JOHNSON 1.4%
Value ($000) $10,312 Shares 62,301 Est. Cost $83.88 Unrealized +77.5%
CSCO CISCO SYSTEMS INC 1.3%
Value ($000) $9,861 Shares 190,582 Est. Cost $22.52 Unrealized +102.0%
PG PROCTER & GAMBLE CO 1.3%
Value ($000) $9,607 Shares 63,312 Est. Cost $71.44 Unrealized +97.8%
VZ VERIZON COMMUNICATIONS 1.1%
Value ($000) $8,309 Shares 223,480 Est. Cost $32.61 Unrealized -4.3%
KO COCA COLA COMPANY 1.1%
Value ($000) $8,111 Shares 134,692 Est. Cost $33.09 Unrealized +73.3%
SPY SPDR S&P 500 ETF 1.1%
Value ($000) $7,986 Shares 18,016 Est. Cost $216.71 Unrealized
ABBV ABBVIE INC 1.0%
Value ($000) $7,678 Shares 56,985 Est. Cost $45.10 Unrealized +196.5%
XOM EXXON MOBIL CORP 1.0%
Value ($000) $7,667 Shares 71,490 Est. Cost $63.41 Unrealized +57.1%
USMV ISHARES EDGE MSCI MIN VOL USA ETF 1.0%
Value ($000) $7,623 Shares 102,555 Est. Cost $47.36 Unrealized
WMT WAL MART STORES INC 0.9%
Value ($000) $6,987 Shares 44,451 Est. Cost $26.77 Unrealized +82.9%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.9%
Value ($000) $6,673 Shares 24,250 Est. Cost $102.20 Unrealized
NUE NUCOR CORP 0.9%
Value ($000) $6,557 Shares 39,988 Est. Cost $39.54 Unrealized +254.7%
ACWI ISHARES MSCI ACWI ETF 0.8%
Value ($000) $6,371 Shares 66,409 Est. Cost $99.22 Unrealized
CBU COMMUNITY BK SYS INC 0.8%
Value ($000) $6,280 Shares 133,954 Est. Cost $48.63 Unrealized -8.2%
MDY SPDR S&P MIDCAP 400 ETF 0.8%
Value ($000) $6,160 Shares 12,863 Est. Cost $264.61 Unrealized
PFE PFIZER INC 0.8%
Value ($000) $6,050 Shares 164,953 Est. Cost $22.48 Unrealized +47.7%
EMR EMERSON ELECTRIC CO 0.8%
Value ($000) $5,853 Shares 64,757 Est. Cost $54.06 Unrealized +48.1%
TXN TEXAS INSTRUMENTS INC 0.7%
Value ($000) $5,535 Shares 30,745 Est. Cost $66.26 Unrealized +140.1%
AVGO BROADCOM INC 0.7%
Value ($000) $5,452 Shares 6,285 Est. Cost $53.60 Unrealized +28.2%
CVX CHEVRON CORP 0.7%
Value ($000) $5,401 Shares 34,322 Est. Cost $71.85 Unrealized +99.3%
ITW ILLINOIS TOOL WORKS INC 0.7%
Value ($000) $5,264 Shares 21,042 Est. Cost $75.08 Unrealized +192.5%
UPS UNITED PARCEL SERVICE CL B 0.7%
Value ($000) $5,253 Shares 29,304 Est. Cost $86.19 Unrealized +79.3%
LOW LOWES COMPANIES INC 0.7%
Value ($000) $5,147 Shares 22,804 Est. Cost $76.56 Unrealized +158.3%
GOOGL ALPHABET INC CLASS A 0.7%
Value ($000) $5,134 Shares 42,894 Est. Cost $107.85 Unrealized +5.9%
CAT CATERPILLAR INC 0.7%
Value ($000) $4,979 Shares 20,235 Est. Cost $111.24 Unrealized +92.2%
PEG PUBLIC SVC ENTERPRISE GROUP 0.7%
Value ($000) $4,946 Shares 79,000 Est. Cost $30.88 Unrealized +84.9%
MCD MCDONALDS CORP 0.6%
Value ($000) $4,699 Shares 15,749 Est. Cost $113.91 Unrealized +139.7%
ABT ABBOTT LABORATORIES 0.6%
Value ($000) $4,634 Shares 42,502 Est. Cost $47.93 Unrealized +111.7%
IWD ISHARES RUSSELL 1000 VALUE 0.6%
Value ($000) $4,462 Shares 28,274 Est. Cost $115.08 Unrealized
IWS ISHARES RUSSELL MIDCAP VALUE 0.6%
Value ($000) $4,279 Shares 38,953 Est. Cost $74.78 Unrealized
TOTL SPDR DOUBLELINE TOTAL RETURNTACT ETF 0.5%
Value ($000) $4,165 Shares 102,750 Est. Cost $49.51 Unrealized
AMZN AMAZON.COM INC 0.5%
Value ($000) $4,119 Shares 31,597 Est. Cost $117.55 Unrealized -2.9%
UNH UNITEDHEALTH GROUP INC 0.5%
Value ($000) $4,061 Shares 8,450 Est. Cost $135.49 Unrealized +243.1%
NEE NEXTERA ENERGY INC 0.5%
Value ($000) $4,023 Shares 54,217 Est. Cost $56.37 Unrealized +24.2%
OMC OMNICOM GROUP INC 0.5%
Value ($000) $3,894 Shares 40,925 Est. Cost $54.28 Unrealized +56.4%
EWC ISHARES MSCI CANADA ETF 0.5%
Value ($000) $3,860 Shares 110,360 Est. Cost $35.67 Unrealized
HD HOME DEPOT INC 0.5%
Value ($000) $3,701 Shares 11,916 Est. Cost $148.97 Unrealized +85.5%
DD DUPONT DE NEMOURS INC 0.5%
Value ($000) $3,609 Shares 50,519 Est. Cost $26.11 Unrealized +4.1%
LMT LOCKHEED MARTIN CORP 0.5%
Value ($000) $3,548 Shares 7,706 Est. Cost $303.79 Unrealized +42.0%
QCOM QUALCOMM INC 0.5%
Value ($000) $3,422 Shares 28,747 Est. Cost $93.51 Unrealized +15.8%
IAU ISHARES GOLD TRUST 0.4%
Value ($000) $3,393 Shares 93,259 Est. Cost $33.70 Unrealized
AMGN AMGEN INC 0.4%
Value ($000) $3,359 Shares 15,129 Est. Cost $154.26 Unrealized +38.5%
INTC INTEL CORP 0.4%
Value ($000) $3,316 Shares 99,189 Est. Cost $30.35 Unrealized +1.2%
SCHA SCHWAB US SMALL CAP ETF 0.4%
Value ($000) $3,268 Shares 74,636 Est. Cost $55.01 Unrealized
T AT&T INC 0.4%
Value ($000) $3,053 Shares 191,438 Est. Cost $13.56 Unrealized +9.1%
RTX RAYTHEON TECHNOLOGIES CORP 0.4%
Value ($000) $3,028 Shares 30,907 Est. Cost $56.34 Unrealized +63.8%
CVS CVS HEALTH CORP 0.4%
Value ($000) $2,937 Shares 42,491 Est. Cost $58.46 Unrealized +10.0%
V VISA INC CLASS A 0.4%
Value ($000) $2,881 Shares 12,130 Est. Cost $143.85 Unrealized +56.0%
GIS GENERAL MILLS INC 0.4%
Value ($000) $2,867 Shares 37,379 Est. Cost $40.25 Unrealized +92.5%
ADP AUTOMATIC DATA PROCESSING 0.4%
Value ($000) $2,847 Shares 12,954 Est. Cost $66.37 Unrealized +206.3%
DOW DOW INC 0.4%
Value ($000) $2,779 Shares 52,191 Est. Cost $35.28 Unrealized +28.2%
TFC TRUIST FINANCIAL CORP 0.4%
Value ($000) $2,776 Shares 91,494 Est. Cost $38.58 Unrealized -30.1%
CMI CUMMINS INC 0.4%
Value ($000) $2,774 Shares 11,315 Est. Cost $106.00 Unrealized +100.9%
NVDA NVIDIA CORPORATION 0.4%
Value ($000) $2,756 Shares 6,516 Est. Cost $19.58 Unrealized +69.5%
ACWX ISHARES MSCI ACWI EX US ETF 0.4%
Value ($000) $2,706 Shares 54,983 Est. Cost $48.54 Unrealized
CMCSA COMCAST CORP CLASS A 0.3%
Value ($000) $2,648 Shares 63,747 Est. Cost $31.06 Unrealized +18.0%
NKE NIKE INC CLASS B 0.3%
Value ($000) $2,560 Shares 23,196 Est. Cost $58.79 Unrealized +89.4%
XLE ENERGY SELECT SECTOR SPDR 0.3%
Value ($000) $2,531 Shares 31,180 Est. Cost $41.60 Unrealized
EFA ISHARES MSCI EAFE ETF 0.3%
Value ($000) $2,503 Shares 34,521 Est. Cost $61.36 Unrealized
TGT TARGET CORP 0.3%
Value ($000) $2,477 Shares 18,781 Est. Cost $138.04 Unrealized -2.2%
AEP AMERICAN ELECTRIC POWER CO 0.3%
Value ($000) $2,474 Shares 29,382 Est. Cost $68.73 Unrealized +16.3%
NSC NORFOLK SOUTHERN CORP 0.3%
Value ($000) $2,444 Shares 10,776 Est. Cost $123.91 Unrealized +61.6%
CB CHUBB LTD 0.3%
Value ($000) $2,430 Shares 12,619 Est. Cost $119.26 Unrealized +59.2%
GLW CORNING INC 0.3%
Value ($000) $2,409 Shares 68,752 Est. Cost $26.97 Unrealized +13.5%
DIS WALT DISNEY CO 0.3%
Value ($000) $2,409 Shares 26,979 Est. Cost $96.29 Unrealized -3.9%
LLY ELI LILLY AND COMPANY 0.3%
Value ($000) $2,403 Shares 5,125 Est. Cost $179.19 Unrealized +129.6%
CSX CSX CORP 0.3%
Value ($000) $2,268 Shares 66,520 Est. Cost $27.61 Unrealized +10.2%
HON HONEYWELL INTL INC 0.3%
Value ($000) $2,250 Shares 10,842 Est. Cost $124.21 Unrealized +41.3%
UNP UNION PACIFIC CORP 0.3%
Value ($000) $2,191 Shares 10,707 Est. Cost $154.36 Unrealized +21.2%
IXJ ISHARES GLOBAL HEALTHCARE 0.3%
Value ($000) $2,138 Shares 25,152 Est. Cost $84.18 Unrealized
D DOMINION ENERGY INC 0.3%
Value ($000) $2,044 Shares 39,461 Est. Cost $49.63 Unrealized -4.1%
SYK STRYKER CORP 0.3%
Value ($000) $2,009 Shares 6,585 Est. Cost $107.67 Unrealized +161.3%
PREF PRINCIPAL SPECTRUM PFD SEC 0.3%
Value ($000) $1,999 Shares 118,000 Est. Cost $28.98 Unrealized
EMXC ISHARES MSCI EM EX CHINA 0.3%
Value ($000) $1,989 Shares 38,265 Est. Cost $54.28 Unrealized
MS MORGAN STANLEY 0.3%
Value ($000) $1,941 Shares 22,732 Est. Cost $66.07 Unrealized +18.6%
PFF ISHARES US PREFERRED STOCK 0.3%
Value ($000) $1,923 Shares 62,161 Est. Cost $37.85 Unrealized
APD AIR PRODUCTS & CHEMICALS INC 0.2%
Value ($000) $1,876 Shares 6,262 Est. Cost $188.96 Unrealized +40.4%
USB US BANCORP 0.2%
Value ($000) $1,868 Shares 56,534 Est. Cost $33.22 Unrealized -14.5%
ALB ALBEMARLE CORP 0.2%
Value ($000) $1,857 Shares 8,325 Est. Cost $82.88 Unrealized +136.5%
TMO THERMO FISHER SCIENTIFIC INC 0.2%
Value ($000) $1,847 Shares 3,541 Est. Cost $377.69 Unrealized +41.7%
ELV ELEVANCE HEALTH INC 0.2%
Value ($000) $1,844 Shares 4,150 Est. Cost $328.60 Unrealized +34.7%
DHS WISDOMTREE US HIGH DIVIDEND ETF 0.2%
Value ($000) $1,797 Shares 22,589 Est. Cost $70.27 Unrealized
GD GENERAL DYNAMICS CORP 0.2%
Value ($000) $1,782 Shares 8,281 Est. Cost $134.34 Unrealized +52.3%
SRE SEMPRA ENERGY 0.2%
Value ($000) $1,697 Shares 11,659 Est. Cost $50.73 Unrealized +35.5%
PSX PHILLIPS 66 0.2%
Value ($000) $1,675 Shares 17,561 Est. Cost $61.39 Unrealized +44.2%
KMB KIMBERLY CLARK CORP 0.2%
Value ($000) $1,618 Shares 11,723 Est. Cost $101.17 Unrealized +24.3%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.2%
Value ($000) $1,607 Shares 39,506 Est. Cost $41.60 Unrealized
VGT VANGUARD INFO TECH ETF 0.2%
Value ($000) $1,594 Shares 3,604 Est. Cost $188.16 Unrealized
CL COLGATE PALMOLIVE CO 0.2%
Value ($000) $1,570 Shares 20,384 Est. Cost $64.56 Unrealized +12.9%
AMCOR PLC 0.2%
Value ($000) $1,556 Shares 155,904 Est. Cost $8.76 Unrealized +6.6%
DMLP DORCHESTER MINERALS LP 0.2%
Value ($000) $1,512 Shares 50,475 Est. Cost $12.78 Unrealized
PNC PNC FINL SVCS GROUP INC 0.2%
Value ($000) $1,498 Shares 11,895 Est. Cost $101.80 Unrealized +8.5%
TRV TRAVELERS COMPANIES INC 0.2%
Value ($000) $1,492 Shares 8,590 Est. Cost $107.84 Unrealized +55.6%
GUNR FLEXSHARES GLOBAL UPSTREAM NATURAL RESOURCES 0.2%
Value ($000) $1,484 Shares 37,045 Est. Cost $36.44 Unrealized
GILD GILEAD SCIENCES INC 0.2%
Value ($000) $1,479 Shares 19,198 Est. Cost $57.03 Unrealized +27.3%
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $1,370 Shares 7,865 Est. Cost $75.29 Unrealized +107.4%
IWM ISHARES RUSSELL 2000 ETF 0.2%
Value ($000) $1,281 Shares 6,843 Est. Cost $153.30 Unrealized
MTB M & T BANK CORP 0.2%
Value ($000) $1,264 Shares 10,212 Est. Cost $101.35 Unrealized +9.2%
CAG CONAGRA FOODS INC 0.2%
Value ($000) $1,261 Shares 37,400 Est. Cost $31.12 Unrealized +0.9%
BWA BORGWARNER INC 0.2%
Value ($000) $1,254 Shares 25,645 Est. Cost $36.30 Unrealized +9.2%
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.2%
Value ($000) $1,230 Shares 7,570 Est. Cost $81.14 Unrealized
WTRG ESSENTIAL UTILITIES INC 0.2%
Value ($000) $1,227 Shares 30,746 Est. Cost $46.55 Unrealized -9.9%
VRP INVESCO VARIABLE RATE PFD 0.2%
Value ($000) $1,224 Shares 55,000 Est. Cost $24.84 Unrealized
COP CONOCOPHILLIPS 0.2%
Value ($000) $1,221 Shares 11,781 Est. Cost $47.42 Unrealized +99.2%
BLACKROCK INC 0.2%
Value ($000) $1,203 Shares 1,740 Est. Cost $631.69 Unrealized
BDX BECTON DICKINSON AND COMPANY 0.2%
Value ($000) $1,185 Shares 4,487 Est. Cost $132.11 Unrealized +83.2%
QQQ INVESCO QQQ TRUST 0.2%
Value ($000) $1,166 Shares 3,157 Est. Cost $244.42 Unrealized
VOO VANGUARD S&P 500 ETF 0.1%
Value ($000) $1,090 Shares 2,677 Est. Cost $278.48 Unrealized
BAX BAXTER INTERNATIONAL INC 0.1%
Value ($000) $1,085 Shares 23,817 Est. Cost $61.79 Unrealized -34.0%
LAM RESEARCH CORP 0.1%
Value ($000) $1,071 Shares 1,666 Est. Cost $461.86 Unrealized
KMI KINDER MORGAN INC 0.1%
Value ($000) $1,069 Shares 62,095 Est. Cost $14.15 Unrealized +4.5%
SBUX STARBUCKS CORP 0.1%
Value ($000) $1,067 Shares 10,774 Est. Cost $64.67 Unrealized +50.4%
EXC EXELON CORP 0.1%
Value ($000) $1,030 Shares 25,301 Est. Cost $18.68 Unrealized +100.5%
GOOG ALPHABET INC CLASS C 0.1%
Value ($000) $1,019 Shares 8,425 Est. Cost $108.78 Unrealized +5.6%
XLB MATERIALS SELECT SECTOR SPDR 0.1%
Value ($000) $1,017 Shares 12,278 Est. Cost $55.61 Unrealized
IVW ISHARES S&P 500 GROWTH ETF 0.1%
Value ($000) $974 Shares 13,823 Est. Cost $84.04 Unrealized
VCSH VANGUARD SHORT TERM CORP BOND ETF 0.1%
Value ($000) $974 Shares 12,876 Est. Cost $79.79 Unrealized
FSLR FIRST SOLAR, INC. 0.1%
Value ($000) $950 Shares 5,000 Est. Cost $79.13 Unrealized +150.3%
SPYM SPDR PORTFOLIO S&P 500 0.1%
Value ($000) $943 Shares 18,100 Est. Cost $52.39 Unrealized
ADM ARCHER DANIELS MIDLAND CO 0.1%
Value ($000) $924 Shares 12,235 Est. Cost $68.04 Unrealized +1.9%
RY ROYAL BANK OF CANADA 0.1%
Value ($000) $916 Shares 9,588 Est. Cost $74.04 Unrealized +28.9%
VIS VANGUARD INDUSTRIALS ETF 0.1%
Value ($000) $915 Shares 4,450 Est. Cost $107.90 Unrealized
EFX EQUIFAX INC 0.1%
Value ($000) $882 Shares 3,750 Est. Cost $132.13 Unrealized +56.4%
SPIB SPDR INTERM CORP BOND ETF 0.1%
Value ($000) $876 Shares 27,295 Est. Cost $32.61 Unrealized
IVE ISHARES S&P 500 VALUE ETF 0.1%
Value ($000) $873 Shares 5,413 Est. Cost $107.38 Unrealized
DE DEERE & COMPANY 0.1%
Value ($000) $869 Shares 2,145 Est. Cost $365.82 Unrealized +0.6%
MA MASTERCARD INC CLASS A 0.1%
Value ($000) $848 Shares 2,155 Est. Cost $275.69 Unrealized +34.2%
IEF ISHARES 7-10 YEAR TSY BOND 0.1%
Value ($000) $846 Shares 8,760 Est. Cost $110.73 Unrealized
AME AMETEK INC 0.1%
Value ($000) $842 Shares 5,200 Est. Cost $90.92 Unrealized +57.9%
GLD SPDR GOLD SHARES 0.1%
Value ($000) $807 Shares 4,525 Est. Cost $126.59 Unrealized
MCK MCKESSON CORP 0.1%
Value ($000) $795 Shares 1,860 Est. Cost $161.50 Unrealized +135.0%
AMT AMERICAN TOWER CORP 0.1%
Value ($000) $786 Shares 4,055 Est. Cost $203.71 Unrealized -12.6%
VNQ VANGUARD REIT ETF 0.1%
Value ($000) $782 Shares 9,360 Est. Cost $79.52 Unrealized
VFH VANGUARD FINANCIALS ETF 0.1%
Value ($000) $777 Shares 9,569 Est. Cost $53.43 Unrealized
WM WASTE MANAGEMENT INC 0.1%
Value ($000) $730 Shares 4,212 Est. Cost $112.75 Unrealized +40.8%
MTD METTLER-TOLEDO INTL 0.1%
Value ($000) $708 Shares 540 Est. Cost $722.02 Unrealized +94.7%
NBTB NBT BANCORP INC 0.1%
Value ($000) $686 Shares 21,539 Est. Cost $29.52 Unrealized +13.3%
TD TORONTO DOMINION BANK 0.1%
Value ($000) $682 Shares 11,003 Est. Cost $46.43 Unrealized +29.6%
EOG EOG RESOURCES INC 0.1%
Value ($000) $671 Shares 5,864 Est. Cost $86.36 Unrealized +20.9%
MDLZ MONDELEZ INTL INC CL A 0.1%
Value ($000) $663 Shares 9,095 Est. Cost $45.07 Unrealized +52.1%
FCX FREEPORT MCMORAN INC 0.1%
Value ($000) $653 Shares 16,325 Est. Cost $34.46 Unrealized +6.7%
DG DOLLAR GENERAL CORP 0.1%
Value ($000) $642 Shares 3,780 Est. Cost $137.82 Unrealized +35.9%
FDX FEDEX CORP 0.1%
Value ($000) $640 Shares 2,580 Est. Cost $226.10 Unrealized -4.4%
IP INTERNATIONAL PAPER CO 0.1%
Value ($000) $612 Shares 19,248 Est. Cost $34.42 Unrealized -15.5%
GDX VANECK VECTORS GOLD MINERS ETF 0.1%
Value ($000) $602 Shares 20,000 Est. Cost $25.15 Unrealized
XLK TECHNOLOGY SELECT SECTOR SPDR ETF 0.1%
Value ($000) $599 Shares 3,447 Est. Cost $68.53 Unrealized
BAC BANK OF AMERICA CORPORATION 0.1%
Value ($000) $594 Shares 20,728 Est. Cost $21.96 Unrealized +21.2%
SPYV SPDR PORTFOLIO S&P 500 VALUE 0.1%
Value ($000) $561 Shares 12,978 Est. Cost $29.37 Unrealized
SHY ISHARES 1-3 YR TREASURY BOND 0.1%
Value ($000) $558 Shares 6,883 Est. Cost $86.21 Unrealized
ZBH ZIMMER HOLDINGS INC 0.1%
Value ($000) $541 Shares 3,714 Est. Cost $130.28 Unrealized +1.8%
CARR CARRIER GLOBAL CORPORATION 0.1%
Value ($000) $538 Shares 10,825 Est. Cost $30.49 Unrealized +39.4%
IBTK ISHARES IBONDS DEC 2030 TERM TSY ETF 0.1%
Value ($000) $521 Shares 26,525 Est. Cost $19.60 Unrealized
USFR WISDOMTREE FLOATING RATE TSY 0.1%
Value ($000) $519 Shares 10,316 Est. Cost $50.31 Unrealized
SPYG SPDR PORTFOLIO S&P500 GROWTH 0.1%
Value ($000) $517 Shares 8,471 Est. Cost $37.24 Unrealized
STZ CONSTELLATION BRANDS INC 0.1%
Value ($000) $492 Shares 2,000 Est. Cost $137.47 Unrealized +62.0%
BSCQ INVESCO BULLETSHS 26 CRP ETF 0.1%
Value ($000) $472 Shares 24,900 Est. Cost $18.94 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR ETF 0.1%
Value ($000) $447 Shares 3,365 Est. Cost $106.94 Unrealized
SPGI S&P GLOBAL INC 0.1%
Value ($000) $411 Shares 1,026 Est. Cost $274.96 Unrealized +30.1%
FLCA FRANKLIN FTSE CANADA 0.1%
Value ($000) $387 Shares 12,245 Est. Cost $29.72 Unrealized
ETN EATON CORP PLC 0.1%
Value ($000) $385 Shares 1,915 Est. Cost $79.40 Unrealized +114.5%
MMM 3M COMPANY 0.1%
Value ($000) $379 Shares 3,790 Est. Cost $98.38 Unrealized -21.2%
ESGD ISHARES ESG MSCI EAFE ETF 0.0%
Value ($000) $378 Shares 5,178 Est. Cost $64.02 Unrealized
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $376 Shares 4,160 Est. Cost $59.81 Unrealized +45.9%
ORCL ORACLE CORP 0.0%
Value ($000) $375 Shares 3,150 Est. Cost $47.25 Unrealized +112.5%
CTVA CORTEVA INC 0.0%
Value ($000) $374 Shares 6,535 Est. Cost $27.43 Unrealized +106.5%
BSV VANGUARD SHORT TERM BOND ETF 0.0%
Value ($000) $374 Shares 4,953 Est. Cost $79.76 Unrealized
PHYS SPROTT PHYSICAL GOLD TRUST 0.0%
Value ($000) $368 Shares 24,654 Est. Cost $14.31 Unrealized
BND VANGUARD TOTAL BOND MRKT ETF 0.0%
Value ($000) $360 Shares 4,950 Est. Cost $79.41 Unrealized
TMP TOMPKINS FINANCIAL CORP 0.0%
Value ($000) $351 Shares 6,300 Est. Cost $46.77 Unrealized +9.4%
GE GENERAL ELECTRIC CO 0.0%
Value ($000) $348 Shares 3,166 Est. Cost $57.69 Unrealized +38.4%
IJK ISHARES S&P MIDCAP 400 GROWTH ETF 0.0%
Value ($000) $344 Shares 4,580 Est. Cost $97.04 Unrealized
ESGE ISHARES ESG MSCI EM ETF 0.0%
Value ($000) $340 Shares 10,750 Est. Cost $36.42 Unrealized
TJX TJX COMPANIES 0.0%
Value ($000) $336 Shares 3,958 Est. Cost $44.76 Unrealized +70.1%
HYG ISHARES IBOXX $ HIGH YIELD CORP BOND ETF 0.0%
Value ($000) $333 Shares 4,432 Est. Cost $85.91 Unrealized
WMB WILLIAMS COMPANIES INC 0.0%
Value ($000) $326 Shares 10,000 Est. Cost $20.43 Unrealized +31.0%
SGOV ISHARES 0-3 MONTH TREASURY 0.0%
Value ($000) $315 Shares 3,127 Est. Cost $100.43 Unrealized
BHP BHP GROUP LTD ADR 0.0%
Value ($000) $310 Shares 5,200 Est. Cost $44.58 Unrealized
ROP ROPER INDS INC 0.0%
Value ($000) $304 Shares 633 Est. Cost $333.07 Unrealized +33.7%
AWK AMERICAN WATER WORKS CO INC 0.0%
Value ($000) $300 Shares 2,100 Est. Cost $110.54 Unrealized +25.2%
SYY SYSCO CORP 0.0%
Value ($000) $294 Shares 3,965 Est. Cost $33.25 Unrealized +106.1%
XLY CONSUMER DISCRET SEL SECT SPDR ETF 0.0%
Value ($000) $287 Shares 1,692 Est. Cost $133.43 Unrealized
BRK/B BERKSHIRE HATHAWAY INC B 0.0%
Value ($000) $282 Shares 827 Est. Cost $232.81 Unrealized +40.2%
SRLN SPDR BLACKSTONE/GSO SENIOR LOAN ETF 0.0%
Value ($000) $279 Shares 6,663 Est. Cost $46.07 Unrealized
GSY INVESCO ACTIVELY MANAGD ETF ULTRA SHRT DUR 0.0%
Value ($000) $275 Shares 5,539 Est. Cost $50.42 Unrealized
NVS NOVARTIS AG ADR 0.0%
Value ($000) $265 Shares 2,628 Est. Cost $90.29 Unrealized
VB VANGUARD SMALLCAP ETF 0.0%
Value ($000) $264 Shares 1,325 Est. Cost $135.45 Unrealized
EMN EASTMAN CHEMICAL CO 0.0%
Value ($000) $261 Shares 3,116 Est. Cost $54.23 Unrealized +34.9%
EIX EDISON INTL 0.0%
Value ($000) $259 Shares 3,727 Est. Cost $51.38 Unrealized +21.3%
VUG VANGUARD GROWTH ETF 0.0%
Value ($000) $258 Shares 911 Est. Cost $220.72 Unrealized
NFG NATIONAL FUEL GAS COMPANY 0.0%
Value ($000) $256 Shares 4,976 Est. Cost $58.61 Unrealized -9.3%
XLP CONSUMER STAPLES SECTOR SPDR 0.0%
Value ($000) $250 Shares 3,375 Est. Cost $61.44 Unrealized
BA BOEING COMPANY 0.0%
Value ($000) $243 Shares 1,150 Est. Cost $134.65 Unrealized +54.3%
HDV ISHARES CORE HIGH DIVIDEND 0.0%
Value ($000) $239 Shares 2,370 Est. Cost $85.55 Unrealized
VBR VANGUARD SMALLCAP VALUE ETF 0.0%
Value ($000) $232 Shares 1,400 Est. Cost $108.04 Unrealized
BIIB BIOGEN INC 0.0%
Value ($000) $228 Shares 800 Est. Cost $264.15 Unrealized +12.8%
XLU UTILITIES SELECT SECTOR SPDR 0.0%
Value ($000) $227 Shares 3,465 Est. Cost $59.23 Unrealized
TSLA TESLA MOTORS INC 0.0%
Value ($000) $219 Shares 838 Est. Cost $198.86 Unrealized +0.6%
VXUS VANGUARD TOTAL INTL STOCK ETF 0.0%
Value ($000) $212 Shares 3,772 Est. Cost $54.37 Unrealized
TT TRANE TECHNOLOGIES PLC 0.0%
Value ($000) $210 Shares 1,100 Est. Cost $93.73 Unrealized +84.3%
MO ALTRIA GROUP INC 0.0%
Value ($000) $210 Shares 4,645 Est. Cost $29.52 Unrealized +23.9%
ECL ECOLAB INC 0.0%
Value ($000) $205 Shares 1,100 Est. Cost $149.57 Unrealized +11.9%
AEE AMEREN CORPORATION 0.0%
Value ($000) $204 Shares 2,498 Est. Cost $29.40 Unrealized +167.6%
CHD CHURCH & DWIGHT CO INC 0.0%
Value ($000) $200 Shares 2,000 Est. Cost $66.06 Unrealized +38.2%
FOXA FOX CORP 0.0%
Value ($000) $187 Shares 5,500 Est. Cost $33.56 Unrealized -5.7%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $184 Shares 1,889 Est. Cost $63.74 Unrealized +32.5%
MET METLIFE INC 0.0%
Value ($000) $184 Shares 3,260 Est. Cost $51.90 Unrealized -1.3%
WFC WELLS FARGO & CO 0.0%
Value ($000) $176 Shares 4,125 Est. Cost $40.08 Unrealized -6.1%
IBTI ISHARES IBONDS DEC 2028 TERM 0.0%
Value ($000) $167 Shares 7,579 Est. Cost $22.37 Unrealized
DUK DUKE ENERGY CORP 0.0%
Value ($000) $161 Shares 1,795 Est. Cost $60.37 Unrealized +41.1%
NFLX NETFLIX INC 0.0%
Value ($000) $154 Shares 350 Est. Cost $42.66 Unrealized -13.7%
LQD ISHARES IBOXX $ INVMT GRADE CORP BOND ETF 0.0%
Value ($000) $136 Shares 1,259 Est. Cost $122.30 Unrealized
SO SOUTHERN COMPANY 0.0%
Value ($000) $132 Shares 1,879 Est. Cost $40.88 Unrealized +59.7%
XLC SELECT SECTOR SPDR TR COMMUNICATION 0.0%
Value ($000) $125 Shares 1,917 Est. Cost $64.78 Unrealized
VO VANGUARD MIDCAP ETF 0.0%
Value ($000) $121 Shares 548 Est. Cost $150.05 Unrealized
SLB SLB 0.0%
Value ($000) $120 Shares 2,434 Est. Cost $57.18 Unrealized -22.2%
NWFL NORWOOD FINANCIAL CORP 0.0%
Value ($000) $118 Shares 3,992 Est. Cost $29.61 Unrealized -7.5%
DHR DANAHER CORP 0.0%
Value ($000) $116 Shares 482 Est. Cost $148.82 Unrealized +40.3%
CI CIGNA GROUP 0.0%
Value ($000) $112 Shares 400 Est. Cost $182.59 Unrealized +35.8%
XLI SPDR INDUSTRIALS (XLI) 0.0%
Value ($000) $112 Shares 1,040 Est. Cost $100.40 Unrealized
FIS FIDELITY NATL INFORMATION SV 0.0%
Value ($000) $109 Shares 2,000 Est. Cost $116.22 Unrealized -55.7%
EMNT PIMCO ENHANCED SHORT MAT ESG 0.0%
Value ($000) $105 Shares 1,075 Est. Cost $100.77 Unrealized
XLF SPDR FINANCIAL SELECT SECTOR 0.0%
Value ($000) $104 Shares 3,076 Est. Cost $30.59 Unrealized
EZU ISHARES MSCI EUROZONE ETF 0.0%
Value ($000) $103 Shares 2,240 Est. Cost $45.06 Unrealized
GSST GOLDMAN SACHS ACCESS ULTRAST 0.0%
Value ($000) $100 Shares 2,000 Est. Cost $50.50 Unrealized
MINT PIMCO ENHANCED SHORT MATURE ACTIVE ETF 0.0%
Value ($000) $100 Shares 1,000 Est. Cost $101.95 Unrealized
CROX CROCS INC 0.0%
Value ($000) $100 Shares 885 Est. Cost $94.28 Unrealized +26.4%
VUSB VANGUARD ULTRA SHORT TERM 0.0%
Value ($000) $98 Shares 2,000 Est. Cost $50.00 Unrealized
TM TOYOTA MOTOR CORP 0.0%
Value ($000) $96 Shares 600 Est. Cost $136.08 Unrealized
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
WTM WHITE MTNS INS GROUP LTD 0.0%
Value ($000) $93 Shares 67 Est. Cost $1090.77 Unrealized +29.1%
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $91 Shares 200 Est. Cost $181.39 Unrealized +139.2%
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $91 Shares 960 Est. Cost $77.87 Unrealized +11.6%
TMUS T MOBILE US INC 0.0%
Value ($000) $88 Shares 632 Est. Cost $138.73 Unrealized -2.3%
PAYX PAYCHEX INC 0.0%
Value ($000) $87 Shares 775 Est. Cost $54.46 Unrealized +85.5%
SNA SNAP ON INC 0.0%
Value ($000) $86 Shares 300 Est. Cost $207.93 Unrealized +16.2%
GEHC GE HEALTHCARE TECH 0.0%
Value ($000) $85 Shares 1,045 Est. Cost $71.08 Unrealized +11.8%
DGX QUEST DIAGNOSTICS INC 0.0%
Value ($000) $84 Shares 600 Est. Cost $126.95 Unrealized +3.2%
BK BANK OF NEW YORK MELLON CORP 0.0%
Value ($000) $84 Shares 1,881 Est. Cost $30.18 Unrealized +32.2%
KHC KRAFT HEINZ COMPANY 0.0%
Value ($000) $83 Shares 2,333 Est. Cost $35.47 Unrealized -5.3%
ADBE ADOBE INC 0.0%
Value ($000) $83 Shares 169 Est. Cost $340.55 Unrealized +18.3%
META META PLATFORMS INC 0.0%
Value ($000) $80 Shares 280 Est. Cost $192.27 Unrealized +27.5%
VOE VANGUARD MIDCAP VALUE ETF 0.0%
Value ($000) $80 Shares 579 Est. Cost $119.71 Unrealized
ENB ENBRIDGE INC 0.0%
Value ($000) $78 Shares 2,099 Est. Cost $21.58 Unrealized +48.6%
L LOEWS CORP 0.0%
Value ($000) $77 Shares 1,300 Est. Cost $35.50 Unrealized +61.7%
TDY TELEDYNE TECHNOLOGIES INC 0.0%
Value ($000) $77 Shares 187 Est. Cost $88.71 Unrealized +364.9%
BP BP PLC ADR 0.0%
Value ($000) $76 Shares 2,148 Est. Cost $37.48 Unrealized
GLDM SPDR GOLD MINISHARES 0.0%
Value ($000) $75 Shares 1,973 Est. Cost $38.38 Unrealized
HSY HERSHEY CO 0.0%
Value ($000) $75 Shares 300 Est. Cost $102.74 Unrealized +136.9%
AMAT APPLIED MATERIALS INC 0.0%
Value ($000) $72 Shares 500 Est. Cost $117.06 Unrealized +4.4%
NGG NATIONAL GRID PLC ADR 0.0%
Value ($000) $72 Shares 1,073 Est. Cost $63.43 Unrealized
IR INGERSOLL RAND INC 0.0%
Value ($000) $72 Shares 1,095 Est. Cost $31.60 Unrealized +86.6%
DVY ISHARES SELECT DIVIDEND ETF 0.0%
Value ($000) $68 Shares 600 Est. Cost $80.55 Unrealized
CRM SALESFORCE INC 0.0%
Value ($000) $66 Shares 314 Est. Cost $181.50 Unrealized +11.1%
VPU VANGUARD UTILITIES ETF 0.0%
Value ($000) $66 Shares 465 Est. Cost $104.37 Unrealized
VOT VANGUARD MIDCAP GROWTH ETF 0.0%
Value ($000) $64 Shares 309 Est. Cost $158.29 Unrealized
ICLN ISHARES GLOBAL CLEAN ENERGY 0.0%
Value ($000) $63 Shares 3,400 Est. Cost $23.42 Unrealized
COOPER COMPANIES INC 0.0%
Value ($000) $61 Shares 160 Est. Cost $320.00 Unrealized
PPG PPG INDUSTRIES INC 0.0%
Value ($000) $59 Shares 400 Est. Cost $93.16 Unrealized +41.4%
STT STATE STREET CORP 0.0%
Value ($000) $59 Shares 800 Est. Cost $60.59 Unrealized +8.2%
LIN LINDE PLC 0.0%
Value ($000) $57 Shares 150 Est. Cost $322.30 Unrealized +9.5%
KELLOGG COMPANY 0.0%
Value ($000) $54 Shares 800 Est. Cost $60.91 Unrealized -4.3%
WY WEYERHAEUSER CO 0.0%
Value ($000) $54 Shares 1,600 Est. Cost $18.15 Unrealized +53.3%
PFIS PEOPLES FINL SVCS CORP 0.0%
Value ($000) $53 Shares 1,218 Est. Cost $33.02 Unrealized +9.5%
BN BROOKFIELD CORP NPV 0.0%
Value ($000) $51 Shares 1,528 Est. Cost $21.90 Unrealized -5.0%
SLV ISHARES SILVER TRUST 0.0%
Value ($000) $50 Shares 2,415 Est. Cost $15.59 Unrealized
VGIT VANGUARD INTERM-TERM GOVT BDETF 0.0%
Value ($000) $49 Shares 830 Est. Cost $60.24 Unrealized
AGG ISHARES CORE US AGGREGATE BOND ETF 0.0%
Value ($000) $48 Shares 490 Est. Cost $95.92 Unrealized
EEM ISHARES MSCI EMERGING MKTS ETF 0.0%
Value ($000) $47 Shares 1,193 Est. Cost $42.12 Unrealized
ORANY ORANGE SA ADR 0.0%
Value ($000) $47 Shares 4,000 Est. Cost $11.00 Unrealized
MKL MARKEL GROUP INC 0.0%
Value ($000) $46 Shares 33 Est. Cost $1138.97 Unrealized +17.7%
CEG CONSTELLATION ENERGY CORP 0.0%
Value ($000) $44 Shares 482 Est. Cost $60.44 Unrealized +34.6%
BCE BCE INC 0.0%
Value ($000) $43 Shares 940 Est. Cost $33.07 Unrealized +14.2%
PAA PLAINS ALL AMERICAN PIPELINE 0.0%
Value ($000) $42 Shares 3,000 Est. Cost $9.00 Unrealized
F FORD MOTOR COMPANY 0.0%
Value ($000) $42 Shares 2,757 Est. Cost $9.09 Unrealized +17.6%
MPC MARATHON PETROLEUM CORP 0.0%
Value ($000) $40 Shares 344 Est. Cost $37.88 Unrealized +190.2%
ALLE ALLEGION PLC 0.0%
Value ($000) $40 Shares 331 Est. Cost $63.16 Unrealized +67.2%
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $40 Shares 120 Est. Cost $181.80 Unrealized +51.8%
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $36 Shares 400 Est. Cost $47.48 Unrealized +69.8%
ISHARES IBONDS DEC 2023 ETF 0.0%
Value ($000) $35 Shares 1,400 Est. Cost $25.00 Unrealized
MDT MEDTRONIC PLC 0.0%
Value ($000) $35 Shares 400 Est. Cost $68.60 Unrealized +15.7%
FBIN FORTUNE BRANDS HOME & SEC 0.0%
Value ($000) $35 Shares 480 Est. Cost $57.83 Unrealized +5.1%
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.0%
Value ($000) $34 Shares 141 Est. Cost $203.76 Unrealized
SPSM SPDR PORTFOLIO SMALLCAP ETF 0.0%
Value ($000) $33 Shares 838 Est. Cost $33.36 Unrealized
LIBERTY ALL STAR EQUITY FD 0.0%
Value ($000) $31 Shares 4,805 Est. Cost $6.80 Unrealized
TS TENARIS SA ADR 0.0%
Value ($000) $30 Shares 1,000 Est. Cost $30.06 Unrealized
IWN ISHARES RUSSELL 2000 VALUE 0.0%
Value ($000) $29 Shares 209 Est. Cost $119.62 Unrealized
MLPA GLOBAL X MLP ETF 0.0%
Value ($000) $29 Shares 680 Est. Cost $39.71 Unrealized
EPD ENTERPRISE PRODS PARTNERS LP 0.0%
Value ($000) $29 Shares 1,098 Est. Cost $23.07 Unrealized
SUI SUN COMMUNITIES INC 0.0%
Value ($000) $29 Shares 221 Est. Cost $77.88 Unrealized
CHRW C H ROBINSON WORLDWIDE INC 0.0%
Value ($000) $28 Shares 300 Est. Cost $58.74 Unrealized +53.9%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.0%
Value ($000) $28 Shares 600 Est. Cost $41.50 Unrealized
TIP ISHARES TIPS BOND ETF 0.0%
Value ($000) $27 Shares 250 Est. Cost $124.73 Unrealized
ET ENERGY TRANSFER EQUITY LP 0.0%
Value ($000) $27 Shares 2,090 Est. Cost $12.42 Unrealized
MUSA MURPHY USA INC 0.0%
Value ($000) $26 Shares 82 Est. Cost $184.28 Unrealized +50.1%
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) $24 Shares 394 Est. Cost $32.05 Unrealized +68.9%
PRU PRUDENTIAL FINANCIAL INC 0.0%
Value ($000) $24 Shares 273 Est. Cost $53.73 Unrealized +36.7%
J JACOBS SOLUTIONS INC 0.0%
Value ($000) $23 Shares 194 Est. Cost $100.68 Unrealized -7.5%
ARI APOLLO COMM REAL ESTATE 0.0%
Value ($000) $23 Shares 2,000 Est. Cost $10.50 Unrealized
IQV IQVIA HLDGS INC 0.0%
Value ($000) $22 Shares 100 Est. Cost $127.87 Unrealized +57.0%
JBL JABIL CIRCUIT INC. 0.0%
Value ($000) $22 Shares 200 Est. Cost $31.79 Unrealized +175.3%
BNTX BIONTECH SE ADR 0.0%
Value ($000) $22 Shares 200 Est. Cost $63.17 Unrealized
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $22 Shares 1,716 Est. Cost $14.52 Unrealized -10.6%
OLN OLIN CORP 0.0%
Value ($000) $21 Shares 400 Est. Cost $49.56 Unrealized +0.9%
UBS UBS GROUP AG 0.0%
Value ($000) $20 Shares 1,000 Est. Cost $15.37 Unrealized +30.8%
MU MICRON TECHNOLOGY 0.0%
Value ($000) $20 Shares 320 Est. Cost $64.41 Unrealized -1.4%
MGK VANGUARD MEGA CAP GROWTH 0.0%
Value ($000) $20 Shares 85 Est. Cost $82.35 Unrealized
O REALTY INCOME CORP 0.0%
Value ($000) $20 Shares 334 Est. Cost $43.89 Unrealized +19.8%
ZBRA ZEBRA TECHNOLOGIES CORP CL A 0.0%
Value ($000) $20 Shares 67 Est. Cost $336.52 Unrealized -16.6%
EL ESTEE LAUDER COMP INC CL A 0.0%
Value ($000) $20 Shares 100 Est. Cost $175.92 Unrealized +14.6%
OCSL OAKTREE SPECIALTY LENDING 0.0%
Value ($000) $19 Shares 1,000 Est. Cost $19.92 Unrealized -5.6%
AFL AFLAC INC 0.0%
Value ($000) $19 Shares 273 Est. Cost $50.12 Unrealized +26.1%
FNV FRANCO NEVADA CORP 0.0%
Value ($000) $19 Shares 132 Est. Cost $44.81 Unrealized +226.7%
ARCC ARES CAPITAL CORPORATION 0.0%
Value ($000) $19 Shares 1,000 Est. Cost $14.33 Unrealized +0.3%
TSLX SIXTH ST SPECIALTY LENDING 0.0%
Value ($000) $19 Shares 1,000 Est. Cost $18.55 Unrealized -1.8%
CPB CAMPBELL SOUP CO 0.0%
Value ($000) $18 Shares 400 Est. Cost $47.12 Unrealized -0.4%
SJM JM SMUCKER COMPANY 0.0%
Value ($000) $18 Shares 123 Est. Cost $136.97 Unrealized +1.1%
GAP GAP INC 0.0%
Value ($000) $18 Shares 2,000 Est. Cost $22.43 Unrealized -63.9%
BSCR INVESCO BULLETSHARES 2027 CORP BOND 0.0%
Value ($000) $18 Shares 930 Est. Cost $19.00 Unrealized
WBS WEBSTER FINANCIAL CORP 0.0%
Value ($000) $17 Shares 463 Est. Cost $59.37 Unrealized -37.8%
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $17 Shares 655 Est. Cost $13.89 Unrealized +66.4%
INVESCO BULLETSHARES ETF 0.0%
Value ($000) $17 Shares 850 Est. Cost $19.95 Unrealized
PHM PULTE GROUP INC 0.0%
Value ($000) $16 Shares 210 Est. Cost $41.81 Unrealized +58.8%
AB ALLIANCEBERNSTEIN HLDG LP 0.0%
Value ($000) $16 Shares 500 Est. Cost $34.36 Unrealized
DGII DIGI INTL INC 0.0%
Value ($000) $16 Shares 400 Est. Cost $10.69 Unrealized +221.9%
CC THE CHEMOURS CO 0.0%
Value ($000) $15 Shares 420 Est. Cost $30.76 Unrealized -10.5%
RSG REPUBLIC SERVICES INC 0.0%
Value ($000) $15 Shares 100 Est. Cost $83.07 Unrealized +66.7%
MOH MOLINA HEALTHCARE INC 0.0%
Value ($000) $15 Shares 50 Est. Cost $206.44 Unrealized +39.2%
PRF INVESCO FTSE RAFI US1000 ETF 0.0%
Value ($000) $15 Shares 90 Est. Cost $113.04 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $14 Shares 500 Est. Cost $70.73 Unrealized
PYPL PAYPAL HOLDINGS INC 0.0%
Value ($000) $13 Shares 200 Est. Cost $81.79 Unrealized -16.8%
PPL PPL CORP 0.0%
Value ($000) $13 Shares 500 Est. Cost $23.08 Unrealized +9.0%
NEW YORK CMNTY BANCORP INC 0.0%
Value ($000) $13 Shares 1,175 Est. Cost $8.32 Unrealized
AGCO AGCO CORP 0.0%
Value ($000) $13 Shares 100 Est. Cost $64.19 Unrealized +79.2%
PBW INVESCO WILDERHILL CLEAN ENERGY ETF 0.0%
Value ($000) $13 Shares 323 Est. Cost $44.50 Unrealized
MUR MURPHY OIL CORPORATION 0.0%
Value ($000) $13 Shares 328 Est. Cost $30.71 Unrealized +7.7%
BAM BROOKFIELD ASSET MGMT LTD 0.0%
Value ($000) $12 Shares 382 Est. Cost $27.10 Unrealized +8.3%
ESGU ISHARES TR ESG MSCI USA ETF (ESGU) 0.0%
Value ($000) $12 Shares 125 Est. Cost $79.45 Unrealized
DLR DIGITAL REALTY TRUST INC 0.0%
Value ($000) $12 Shares 106 Est. Cost $91.24 Unrealized -0.8%
INTU INTUIT INC 0.0%
Value ($000) $12 Shares 26 Est. Cost $422.65 Unrealized +2.0%
RDN RADIAN GROUP INC 0.0%
Value ($000) $12 Shares 470 Est. Cost $17.56 Unrealized +28.8%
COST COSTCO 0.0%
Value ($000) $12 Shares 22 Est. Cost $331.79 Unrealized +46.8%
ALL THE ALLSTATE CORPORATION 0.0%
Value ($000) $11 Shares 100 Est. Cost $98.38 Unrealized +8.5%
DISCOVER FINANCIAL SERVICES 0.0%
Value ($000) $11 Shares 92 Est. Cost $86.96 Unrealized
CMG CHIPOTLE MEXICAN GRILL 0.0%
Value ($000) $11 Shares 5 Est. Cost $31.00 Unrealized +27.6%
KLAC KLA CORPORATION 0.0%
Value ($000) $11 Shares 22 Est. Cost $334.63 Unrealized +21.9%
OGN ORGANON & CO 0.0%
Value ($000) $10 Shares 492 Est. Cost $26.93 Unrealized -29.1%
COHR COHERENT CORP 0.0%
Value ($000) $10 Shares 200 Est. Cost $47.89 Unrealized -22.5%
OC OWENS CORNING 0.0%
Value ($000) $10 Shares 75 Est. Cost $109.58 Unrealized 0.0%
SPH SUBURBAN PROPANE PARTNERS LP 0.0%
Value ($000) $10 Shares 660 Est. Cost $15.46 Unrealized
INFU INFUSYSTEMS HOLDINGS INC 0.0%
Value ($000) $10 Shares 1,000 Est. Cost $3.18 Unrealized +184.8%
MEDP MEDPACE HOLDINGS INC 0.0%
Value ($000) $10 Shares 40 Est. Cost $206.82 Unrealized +0.4%
IRDM IRIDIUM COMMUNICATIONS INC 0.0%
Value ($000) $9 Shares 150 Est. Cost $8.81 Unrealized +601.9%
KEY KEYCORP 0.0%
Value ($000) $9 Shares 1,000 Est. Cost $10.83 Unrealized -16.9%
A AGILENT TECHNOLOGIES INC 0.0%
Value ($000) $9 Shares 76 Est. Cost $63.50 Unrealized +96.9%
EBAY EBAY INC 0.0%
Value ($000) $9 Shares 200 Est. Cost $39.85 Unrealized +6.0%
AIM IMMUNOTECH INC 0.0%
Value ($000) $9 Shares 13,226 Est. Cost $2.27 Unrealized
ESE ESCO TECHNOLOGIES 0.0%
Value ($000) $9 Shares 84 Est. Cost $85.44 Unrealized +11.7%
SUSC ISHARES ESG USD CORP BOND 0.0%
Value ($000) $9 Shares 375 Est. Cost $23.01 Unrealized
BSCS INVESCO BULLETSHARES 2028 CORP BOND 0.0%
Value ($000) $8 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
NXST NEXSTAR MEDIA GROUP INC 0.0%
Value ($000) $8 Shares 50 Est. Cost $111.16 Unrealized +33.4%
HYBB ISHARES BB RATED CRP BND ETF 0.0%
Value ($000) $8 Shares 185 Est. Cost $51.05 Unrealized
AQN ALGONQUIN PWR UTILS CORP 0.0%
Value ($000) $8 Shares 1,000 Est. Cost $11.41 Unrealized -34.9%
MTG MGIC INVESTMENT CORP 0.0%
Value ($000) $8 Shares 500 Est. Cost $13.15 Unrealized +12.8%
GWW GRAINGER W W INC 0.0%
Value ($000) $8 Shares 10 Est. Cost $510.04 Unrealized +32.0%
GM GENERAL MOTORS CO 0.0%
Value ($000) $8 Shares 200 Est. Cost $36.67 Unrealized -8.3%
WAB WABTEC CORP 0.0%
Value ($000) $7 Shares 66 Est. Cost $95.65 Unrealized +2.3%
STAG STAG INDL INC 0.0%
Value ($000) $7 Shares 200 Est. Cost $30.00 Unrealized
HOG HARLEY DAVIDSON INC 0.0%
Value ($000) $7 Shares 200 Est. Cost $61.89 Unrealized -43.6%
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $7 Shares 73 Est. Cost $59.26 Unrealized +36.0%
VTRS VIATRIS INC 0.0%
Value ($000) $7 Shares 673 Est. Cost $10.42 Unrealized -18.7%
VGLT VANGUARD LONG TERM TREASURY 0.0%
Value ($000) $7 Shares 105 Est. Cost $96.29 Unrealized
JUST GOLDMAN SACHS JUST US LARGE CAP EQUITY ETF 0.0%
Value ($000) $7 Shares 105 Est. Cost $58.40 Unrealized
NWL NEWELL RUBBERMAID INC 0.0%
Value ($000) $6 Shares 725 Est. Cost $12.43 Unrealized -28.6%
INCY INCYTE CORP 0.0%
Value ($000) $6 Shares 100 Est. Cost $96.40 Unrealized -30.7%
MRNA MODERNA INC 0.0%
Value ($000) $6 Shares 50 Est. Cost $164.97 Unrealized -19.1%
GABELLI EQUITY TR INC 0.0%
Value ($000) $6 Shares 1,000 Est. Cost $5.00 Unrealized
TDC TERADATA CORP 0.0%
Value ($000) $6 Shares 108 Est. Cost $32.17 Unrealized +40.2%
FHN FIRST HORIZON NATL CORP 0.0%
Value ($000) $6 Shares 500 Est. Cost $19.72 Unrealized -38.6%
MBC MASTERBRAND INC 0.0%
Value ($000) $6 Shares 480 Est. Cost $8.19 Unrealized +17.1%
BBT BERKSHIRE HILLS BANCORP INC 0.0%
Value ($000) $5 Shares 264 Est. Cost $18.71 Unrealized +5.1%
DOV DOVER CORP 0.0%
Value ($000) $5 Shares 36 Est. Cost $122.28 Unrealized +13.2%
DKNG DRAFTKINGS INC CL A 0.0%
Value ($000) $5 Shares 200 Est. Cost $14.08 Unrealized +63.7%
KDP KEURIG DR PEPPER INC 0.0%
Value ($000) $5 Shares 168 Est. Cost $34.43 Unrealized -11.8%
EQUITRANS MIDSTREAM CORP 0.0%
Value ($000) $5 Shares 500 Est. Cost $9.56 Unrealized
HPQ HP INC 0.0%
Value ($000) $4 Shares 129 Est. Cost $27.12 Unrealized 0.0%
RBBN RIBBONS COMMUNICATIONS INC 0.0%
Value ($000) $4 Shares 1,400 Est. Cost $8.28 Unrealized -66.5%
LUMN LUMEN TECHNOLOGIES INC 0.0%
Value ($000) $4 Shares 1,614 Est. Cost $9.33 Unrealized -76.4%
SNAP SNAP INC 0.0%
Value ($000) $4 Shares 300 Est. Cost $10.38 Unrealized -3.3%
DCOM DIME CMNTY BANCSHARES INC 0.0%
Value ($000) $4 Shares 200 Est. Cost $23.82 Unrealized -30.2%
CPNG COUPANG INC CL A 0.0%
Value ($000) $3 Shares 200 Est. Cost $17.65 Unrealized -7.6%
BARRICK GOLD CORPORATION 0.0%
Value ($000) $3 Shares 200 Est. Cost $16.85 Unrealized
ZIMVIE INC 0.0%
Value ($000) $3 Shares 284 Est. Cost $21.84 Unrealized
CRBN ISHARES MSCI ACWI LOW CARBON 0.0%
Value ($000) $3 Shares 20 Est. Cost $171.43 Unrealized
FMS FRESENIUS MEDICAL CARE AG & CO KGAA 0.0%
Value ($000) $2 Shares 100 Est. Cost $30.00 Unrealized
GRNB VANECK VECTORS ETF TR GREEN BD ETF 0.0%
Value ($000) $2 Shares 100 Est. Cost $28.25 Unrealized
HANESBRANDS INC 0.0%
Value ($000) $2 Shares 500 Est. Cost $5.25 Unrealized
GABELLI UTILITY TRUST 0.0%
Value ($000) $2 Shares 330 Est. Cost $7.83 Unrealized
HPE HEWLETT PACKARD ENTERPRISE 0.0%
Value ($000) $2 Shares 129 Est. Cost $14.20 Unrealized 0.0%
LPRO OPEN LENDING CORP 0.0%
Value ($000) $2 Shares 200 Est. Cost $7.04 Unrealized +25.6%
CVMC ETF CALVERT US MID-CAP CORE 0.0%
Value ($000) $2 Shares 40 Est. Cost $48.83 Unrealized
GABELLI MULTIMEDIA TR INC 0.0%
Value ($000) $2 Shares 299 Est. Cost $7.80 Unrealized
KD KYNDRYL HOLDINGS INC 0.0%
Value ($000) $2 Shares 131 Est. Cost $21.59 Unrealized -37.3%
VM WARE INC 0.0%
Value ($000) $2 Shares 12 Est. Cost $122.75 Unrealized
SXC SUNCOKE ENERGY INC 0.0%
Value ($000) $2 Shares 218 Est. Cost $10.78 Unrealized -27.2%
SOFI SOFI TECHNOLOGIES 0.0%
Value ($000) $2 Shares 200 Est. Cost $6.06 Unrealized +7.5%
EFV ISHARES MSCI EAFE VALUE ETF 0.0%
Value ($000) $2 Shares 33 Est. Cost $30.30 Unrealized
DELL DELL TECHNOLOGIES INC 0.0%
Value ($000) $2 Shares 28 Est. Cost $38.96 Unrealized +12.6%
INFIQ INFINITY PHARMACEUTICALS INC 0.0%
Value ($000) $1 Shares 6,000 Est. Cost $1.86 Unrealized -90.7%
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
REGULUS THERAPEUTICS INC 0.0%
Value ($000) $1 Shares 690 Est. Cost $1.45 Unrealized
VBI VACCINES INC 0.0%
Value ($000) $1 Shares 283 Est. Cost $3.28 Unrealized
AVNS AVANOS MEDICAL INC 0.0%
Value ($000) $1 Shares 25 Est. Cost $24.45 Unrealized +7.7%
ACCO ACCO BRANDS CORP 0.0%
Value ($000) $1 Shares 112 Est. Cost $4.25 Unrealized -0.4%
OXY/WS OCCIDENTAL PETE CORP W EXP 08/03/2027 0.0%
Value ($000) $1 Shares 14 Est. Cost $41.00 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 -11.8%