Community Bank, N.A. Diversified Active

CIK: 0001632187 · Show all filings

Period: Q4 2023 (← Previous) (Next →)

Filing Date: Feb 2, 2024

Total Value ($000): $766,272 (100.0% shares, 0.0% debt)

Holdings (419)

AAPL APPLE INC 10.1%
Value ($000) $77,413 Shares 402,081 Est. Cost $86.95 Unrealized +110.2%
IVV ISHARES CORE S&P 500 ETF 6.6%
Value ($000) $50,604 Shares 105,948 Est. Cost $258.79 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 5.3%
Value ($000) $40,548 Shares 576,374 Est. Cost $61.16 Unrealized
MSFT MICROSOFT CORP 3.2%
Value ($000) $24,676 Shares 65,623 Est. Cost $75.82 Unrealized +362.1%
IJR ISHARES CORE S&P SMALLCAP ETF 2.5%
Value ($000) $19,047 Shares 175,955 Est. Cost $92.08 Unrealized
IBM INTL BUSINESS MACHINES CORP 2.2%
Value ($000) $17,231 Shares 105,359 Est. Cost $100.05 Unrealized +41.4%
VTI VANGUARD TOTAL STOCK MARKET ETF 2.0%
Value ($000) $15,261 Shares 64,331 Est. Cost $104.59 Unrealized
IJH ISHARES CORE S&P MIDCAP ETF 2.0%
Value ($000) $15,218 Shares 54,910 Est. Cost $183.89 Unrealized
JPM JPMORGAN CHASE & CO 1.8%
Value ($000) $13,807 Shares 81,173 Est. Cost $66.89 Unrealized +116.6%
MRK MERCK & COMPANY INC 1.6%
Value ($000) $12,398 Shares 113,727 Est. Cost $46.61 Unrealized +107.7%
JEPI JPMORGAN EQUITY PREMIUM INC 1.6%
Value ($000) $12,281 Shares 223,415 Est. Cost $56.35 Unrealized
BMY BRISTOL MYERS SQUIBB COMPANY 1.4%
Value ($000) $10,860 Shares 211,655 Est. Cost $44.79 Unrealized +5.0%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 1.4%
Value ($000) $10,712 Shares 211,792 Est. Cost $54.59 Unrealized
PEP PEPSICO INC 1.3%
Value ($000) $10,173 Shares 59,896 Est. Cost $78.79 Unrealized +95.1%
CSCO CISCO SYSTEMS INC 1.2%
Value ($000) $9,339 Shares 184,851 Est. Cost $22.52 Unrealized +113.0%
PG PROCTER & GAMBLE CO 1.2%
Value ($000) $8,816 Shares 60,159 Est. Cost $71.44 Unrealized +96.8%
SPY SPDR S&P 500 ETF 1.1%
Value ($000) $8,470 Shares 17,821 Est. Cost $216.71 Unrealized
ABBV ABBVIE INC 1.1%
Value ($000) $8,382 Shares 54,090 Est. Cost $45.10 Unrealized +201.0%
USMV ISHARES EDGE MSCI MIN VOL USA ETF 1.0%
Value ($000) $7,943 Shares 101,800 Est. Cost $47.36 Unrealized
VZ VERIZON COMMUNICATIONS 1.0%
Value ($000) $7,797 Shares 206,826 Est. Cost $32.61 Unrealized -4.9%
VTIP VANGUARD SHORT TERM INFL- PROT SECS ETF 1.0%
Value ($000) $7,598 Shares 160,000 Est. Cost $47.27 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 1.0%
Value ($000) $7,466 Shares 24,627 Est. Cost $105.45 Unrealized
KO COCA COLA COMPANY 0.9%
Value ($000) $6,961 Shares 118,131 Est. Cost $33.09 Unrealized +60.9%
JNJ JOHNSON & JOHNSON 0.9%
Value ($000) $6,750 Shares 43,067 Est. Cost $83.88 Unrealized +71.2%
AVGO BROADCOM INC 0.9%
Value ($000) $6,560 Shares 5,877 Est. Cost $53.60 Unrealized +72.1%
WMT WAL MART STORES INC 0.9%
Value ($000) $6,540 Shares 41,485 Est. Cost $26.77 Unrealized +92.9%
CBU COMMUNITY BK SYS INC 0.8%
Value ($000) $6,419 Shares 123,184 Est. Cost $48.63 Unrealized -14.2%
NUE NUCOR CORP 0.8%
Value ($000) $6,344 Shares 36,452 Est. Cost $39.54 Unrealized +287.7%
MDY SPDR S&P MIDCAP 400 ETF 0.8%
Value ($000) $6,307 Shares 12,430 Est. Cost $264.61 Unrealized
EMR EMERSON ELECTRIC CO 0.8%
Value ($000) $5,967 Shares 61,304 Est. Cost $54.06 Unrealized +62.9%
XOM EXXON MOBIL CORP 0.8%
Value ($000) $5,757 Shares 57,579 Est. Cost $63.41 Unrealized +53.9%
GOOGL ALPHABET INC CLASS A 0.7%
Value ($000) $5,703 Shares 40,830 Est. Cost $107.85 Unrealized +23.6%
LTPZ PIMCO 15 plus YR US TIPS 0.7%
Value ($000) $5,668 Shares 100,000 Est. Cost $56.68 Unrealized
ITW ILLINOIS TOOL WORKS INC 0.7%
Value ($000) $5,301 Shares 20,237 Est. Cost $75.08 Unrealized +202.8%
TXN TEXAS INSTRUMENTS INC 0.7%
Value ($000) $5,260 Shares 30,855 Est. Cost $66.26 Unrealized +119.6%
CAT CATERPILLAR INC 0.7%
Value ($000) $5,183 Shares 17,530 Est. Cost $111.24 Unrealized +125.8%
IWD ISHARES RUSSELL 1000 VALUE 0.7%
Value ($000) $5,181 Shares 31,351 Est. Cost $119.47 Unrealized
UPS UNITED PARCEL SERVICE CL B 0.7%
Value ($000) $5,160 Shares 32,822 Est. Cost $91.96 Unrealized +46.0%
CVX CHEVRON CORP 0.7%
Value ($000) $5,099 Shares 34,184 Est. Cost $71.85 Unrealized +91.8%
LOW LOWES COMPANIES INC 0.6%
Value ($000) $4,772 Shares 21,441 Est. Cost $76.56 Unrealized +154.3%
AMZN AMAZON.COM INC 0.6%
Value ($000) $4,656 Shares 30,645 Est. Cost $117.55 Unrealized +19.2%
ABT ABBOTT LABORATORIES 0.6%
Value ($000) $4,626 Shares 42,027 Est. Cost $47.93 Unrealized +100.4%
INTC INTEL CORP 0.6%
Value ($000) $4,613 Shares 91,804 Est. Cost $30.35 Unrealized +31.9%
UNH UNITEDHEALTH GROUP INC 0.6%
Value ($000) $4,542 Shares 8,628 Est. Cost $148.61 Unrealized +244.1%
PFE PFIZER INC 0.6%
Value ($000) $4,512 Shares 156,717 Est. Cost $22.48 Unrealized +17.4%
QCOM QUALCOMM INC 0.6%
Value ($000) $4,502 Shares 31,127 Est. Cost $94.90 Unrealized +24.7%
IWS ISHARES RUSSELL MIDCAP VALUE 0.6%
Value ($000) $4,496 Shares 38,660 Est. Cost $74.78 Unrealized
PEG PUBLIC SVC ENTERPRISE GROUP 0.6%
Value ($000) $4,469 Shares 73,090 Est. Cost $30.88 Unrealized +85.5%
MCD MCDONALDS CORP 0.6%
Value ($000) $4,468 Shares 15,070 Est. Cost $113.91 Unrealized +127.1%
AMGN AMGEN INC 0.5%
Value ($000) $4,130 Shares 14,339 Est. Cost $154.26 Unrealized +65.4%
OMC OMNICOM GROUP INC 0.5%
Value ($000) $3,870 Shares 44,730 Est. Cost $56.04 Unrealized +30.6%
ACWI ISHARES MSCI ACWI ETF 0.5%
Value ($000) $3,867 Shares 38,000 Est. Cost $99.22 Unrealized
HD HOME DEPOT INC 0.5%
Value ($000) $3,823 Shares 11,033 Est. Cost $148.97 Unrealized +97.2%
DD DUPONT DE NEMOURS INC 0.5%
Value ($000) $3,543 Shares 46,059 Est. Cost $26.11 Unrealized +11.1%
TFC TRUIST FINANCIAL CORP 0.5%
Value ($000) $3,496 Shares 94,705 Est. Cost $38.16 Unrealized -26.1%
SCHA SCHWAB US SMALL CAP ETF 0.4%
Value ($000) $3,413 Shares 72,247 Est. Cost $55.01 Unrealized
CVS CVS HEALTH CORP 0.4%
Value ($000) $3,253 Shares 41,201 Est. Cost $58.46 Unrealized +11.9%
V VISA INC CLASS A 0.4%
Value ($000) $3,249 Shares 12,480 Est. Cost $146.52 Unrealized +65.6%
CB CHUBB LTD 0.4%
Value ($000) $3,206 Shares 14,185 Est. Cost $128.04 Unrealized +66.9%
NEE NEXTERA ENERGY INC 0.4%
Value ($000) $3,180 Shares 52,358 Est. Cost $56.45 Unrealized -5.3%
NVDA NVIDIA CORPORATION 0.4%
Value ($000) $3,139 Shares 6,338 Est. Cost $19.58 Unrealized +136.6%
RTX RTX CORP 0.4%
Value ($000) $3,079 Shares 36,594 Est. Cost $59.56 Unrealized +27.0%
LMT LOCKHEED MARTIN CORP 0.4%
Value ($000) $3,033 Shares 6,692 Est. Cost $303.79 Unrealized +37.4%
AEP AMERICAN ELECTRIC POWER CO 0.4%
Value ($000) $3,019 Shares 37,177 Est. Cost $69.68 Unrealized +2.9%
ADP AUTOMATIC DATA PROCESSING 0.4%
Value ($000) $2,924 Shares 12,552 Est. Cost $66.37 Unrealized +234.6%
GLDM SPDR GOLD MINISHARES 0.4%
Value ($000) $2,814 Shares 68,795 Est. Cost $40.83 Unrealized
LLY ELI LILLY AND COMPANY 0.4%
Value ($000) $2,786 Shares 4,779 Est. Cost $179.19 Unrealized +220.9%
T AT&T INC 0.4%
Value ($000) $2,755 Shares 164,307 Est. Cost $13.56 Unrealized +4.8%
TGT TARGET CORP 0.4%
Value ($000) $2,748 Shares 19,292 Est. Cost $137.54 Unrealized -17.8%
CMI CUMMINS INC 0.4%
Value ($000) $2,727 Shares 11,385 Est. Cost $107.29 Unrealized +102.1%
ACWX ISHARES MSCI ACWI EX US ETF 0.4%
Value ($000) $2,710 Shares 53,097 Est. Cost $48.54 Unrealized
UNP UNION PACIFIC CORP 0.3%
Value ($000) $2,623 Shares 10,680 Est. Cost $154.36 Unrealized +35.6%
DOW DOW INC 0.3%
Value ($000) $2,581 Shares 47,059 Est. Cost $35.28 Unrealized +26.6%
XLE ENERGY SELECT SECTOR SPDR 0.3%
Value ($000) $2,563 Shares 30,570 Est. Cost $41.60 Unrealized
GLW CORNING INC 0.3%
Value ($000) $2,552 Shares 83,802 Est. Cost $27.33 Unrealized -0.8%
EFA ISHARES MSCI EAFE ETF 0.3%
Value ($000) $2,513 Shares 33,356 Est. Cost $61.36 Unrealized
MBB ISHARES TR BARCLYS MBS BD 0.3%
Value ($000) $2,423 Shares 25,756 Est. Cost $94.08 Unrealized
ELV ELEVANCE HEALTH INC 0.3%
Value ($000) $2,360 Shares 5,004 Est. Cost $348.17 Unrealized +28.3%
MS MORGAN STANLEY 0.3%
Value ($000) $2,322 Shares 24,904 Est. Cost $66.96 Unrealized +11.7%
HON HONEYWELL INTL INC 0.3%
Value ($000) $2,315 Shares 11,041 Est. Cost $127.38 Unrealized +35.3%
USB US BANCORP 0.3%
Value ($000) $2,312 Shares 53,441 Est. Cost $33.22 Unrealized -0.3%
CSX CSX CORP 0.3%
Value ($000) $2,303 Shares 66,455 Est. Cost $27.61 Unrealized +11.8%
PSX PHILLIPS 66 0.3%
Value ($000) $2,302 Shares 17,292 Est. Cost $61.39 Unrealized +80.9%
PFF ISHARES US PREFERRED STOCK 0.3%
Value ($000) $2,282 Shares 73,186 Est. Cost $36.74 Unrealized
NSC NORFOLK SOUTHERN CORP 0.3%
Value ($000) $2,274 Shares 9,621 Est. Cost $123.91 Unrealized +61.5%
NKE NIKE INC CLASS B 0.3%
Value ($000) $2,267 Shares 20,885 Est. Cost $58.79 Unrealized +75.2%
IXJ ISHARES GLOBAL HEALTHCARE 0.3%
Value ($000) $2,189 Shares 25,247 Est. Cost $84.18 Unrealized
GIS GENERAL MILLS INC 0.3%
Value ($000) $2,189 Shares 33,608 Est. Cost $40.25 Unrealized +47.9%
DIS WALT DISNEY CO 0.3%
Value ($000) $2,177 Shares 24,115 Est. Cost $96.29 Unrealized -10.5%
EMXC ISHARES MSCI EM EX CHINA 0.3%
Value ($000) $2,118 Shares 38,225 Est. Cost $54.28 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.3%
Value ($000) $2,111 Shares 3,977 Est. Cost $389.53 Unrealized +23.4%
PREF PRINCIPAL SPECTRUM PFD SEC 0.3%
Value ($000) $2,065 Shares 118,000 Est. Cost $28.98 Unrealized
KVUE KENVUE INC 0.3%
Value ($000) $1,927 Shares 89,532 Est. Cost $20.12 Unrealized -8.6%
PNC PNC FINL SVCS GROUP INC 0.2%
Value ($000) $1,894 Shares 12,230 Est. Cost $102.44 Unrealized +17.1%
SYK STRYKER CORP 0.2%
Value ($000) $1,884 Shares 6,293 Est. Cost $107.67 Unrealized +155.3%
VGT VANGUARD INFO TECH ETF 0.2%
Value ($000) $1,736 Shares 3,586 Est. Cost $188.16 Unrealized
SRE SEMPRA ENERGY 0.2%
Value ($000) $1,687 Shares 22,580 Est. Cost $58.62 Unrealized +13.8%
GD GENERAL DYNAMICS CORP 0.2%
Value ($000) $1,676 Shares 6,456 Est. Cost $134.34 Unrealized +74.4%
FLCA FRANKLIN FTSE CANADA 0.2%
Value ($000) $1,661 Shares 49,980 Est. Cost $32.39 Unrealized
APD AIR PRODUCTS & CHEMICALS INC 0.2%
Value ($000) $1,656 Shares 6,049 Est. Cost $188.96 Unrealized +37.2%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.2%
Value ($000) $1,644 Shares 40,017 Est. Cost $41.58 Unrealized
SHY ISHARES 1-3 YR TREASURY BOND 0.2%
Value ($000) $1,613 Shares 19,658 Est. Cost $82.78 Unrealized
GILD GILEAD SCIENCES INC 0.2%
Value ($000) $1,610 Shares 19,873 Est. Cost $57.64 Unrealized +25.3%
DMLP DORCHESTER MINERALS LP 0.2%
Value ($000) $1,606 Shares 50,475 Est. Cost $12.78 Unrealized
CMCSA COMCAST CORP CLASS A 0.2%
Value ($000) $1,588 Shares 36,223 Est. Cost $31.06 Unrealized +29.1%
GUNR FLEXSHARES GLOBAL UPSTREAM NATURAL RESOURCES 0.2%
Value ($000) $1,560 Shares 38,090 Est. Cost $36.56 Unrealized
TRV TRAVELERS COMPANIES INC 0.2%
Value ($000) $1,537 Shares 8,070 Est. Cost $107.84 Unrealized +54.6%
IWM ISHARES RUSSELL 2000 ETF 0.2%
Value ($000) $1,470 Shares 7,322 Est. Cost $155.28 Unrealized
BLACKROCK INC 0.2%
Value ($000) $1,465 Shares 1,805 Est. Cost $632.87 Unrealized
CL COLGATE PALMOLIVE CO 0.2%
Value ($000) $1,435 Shares 18,000 Est. Cost $64.56 Unrealized +11.1%
DE DEERE & COMPANY 0.2%
Value ($000) $1,417 Shares 3,545 Est. Cost $371.48 Unrealized -1.7%
DHS WISDOMTREE US HIGH DIVIDEND ETF 0.2%
Value ($000) $1,407 Shares 17,126 Est. Cost $70.54 Unrealized
COP CONOCOPHILLIPS 0.2%
Value ($000) $1,363 Shares 11,745 Est. Cost $47.42 Unrealized +131.4%
CAG CONAGRA FOODS INC 0.2%
Value ($000) $1,332 Shares 46,480 Est. Cost $30.22 Unrealized -17.6%
BWA BORGWARNER INC 0.2%
Value ($000) $1,318 Shares 36,775 Est. Cost $36.68 Unrealized -5.6%
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.2%
Value ($000) $1,285 Shares 7,540 Est. Cost $81.14 Unrealized
KMB KIMBERLY CLARK CORP 0.2%
Value ($000) $1,285 Shares 10,572 Est. Cost $101.17 Unrealized +9.9%
EWC ISHARES MSCI CANADA ETF 0.2%
Value ($000) $1,277 Shares 34,820 Est. Cost $35.67 Unrealized
LAM RESEARCH CORP 0.2%
Value ($000) $1,231 Shares 1,572 Est. Cost $461.86 Unrealized
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $1,220 Shares 6,513 Est. Cost $75.29 Unrealized +108.5%
SBUX STARBUCKS CORP 0.2%
Value ($000) $1,220 Shares 12,705 Est. Cost $68.87 Unrealized +33.9%
ALB ALBEMARLE CORP 0.2%
Value ($000) $1,205 Shares 8,340 Est. Cost $86.72 Unrealized +52.4%
GOOG ALPHABET INC CLASS C 0.2%
Value ($000) $1,154 Shares 8,190 Est. Cost $108.78 Unrealized +23.8%
WTRG ESSENTIAL UTILITIES INC 0.1%
Value ($000) $1,122 Shares 30,041 Est. Cost $46.08 Unrealized -24.2%
KMI KINDER MORGAN INC 0.1%
Value ($000) $1,112 Shares 63,090 Est. Cost $14.21 Unrealized +7.9%
EXC EXELON CORP 0.1%
Value ($000) $1,095 Shares 30,516 Est. Cost $21.78 Unrealized +63.0%
BDX BECTON DICKINSON AND COMPANY 0.1%
Value ($000) $1,083 Shares 4,440 Est. Cost $132.11 Unrealized +79.0%
VOO VANGUARD S&P 500 ETF 0.1%
Value ($000) $1,072 Shares 2,454 Est. Cost $278.48 Unrealized
SPYM SPDR PORTFOLIO S&P 500 0.1%
Value ($000) $1,054 Shares 18,850 Est. Cost $52.58 Unrealized
XLB MATERIALS SELECT SECTOR SPDR 0.1%
Value ($000) $1,046 Shares 12,227 Est. Cost $55.61 Unrealized
QQQ INVESCO QQQ TRUST 0.1%
Value ($000) $1,042 Shares 2,544 Est. Cost $244.42 Unrealized
ADM ARCHER DANIELS MIDLAND CO 0.1%
Value ($000) $1,023 Shares 14,160 Est. Cost $68.11 Unrealized -0.5%
VFH VANGUARD FINANCIALS ETF 0.1%
Value ($000) $1,010 Shares 10,947 Est. Cost $58.04 Unrealized
VIS VANGUARD INDUSTRIALS ETF 0.1%
Value ($000) $981 Shares 4,450 Est. Cost $107.90 Unrealized
D DOMINION ENERGY INC 0.1%
Value ($000) $970 Shares 20,632 Est. Cost $49.63 Unrealized -19.1%
EFX EQUIFAX INC 0.1%
Value ($000) $927 Shares 3,750 Est. Cost $132.13 Unrealized +51.2%
MA MASTERCARD INC CLASS A 0.1%
Value ($000) $919 Shares 2,155 Est. Cost $275.69 Unrealized +44.0%
RY ROYAL BANK OF CANADA 0.1%
Value ($000) $909 Shares 8,988 Est. Cost $74.04 Unrealized +19.0%
FCX FREEPORT MCMORAN INC 0.1%
Value ($000) $897 Shares 21,075 Est. Cost $35.38 Unrealized +1.5%
NBTB NBT BANCORP INC 0.1%
Value ($000) $894 Shares 21,329 Est. Cost $29.52 Unrealized +22.4%
AMT AMERICAN TOWER CORP 0.1%
Value ($000) $875 Shares 4,055 Est. Cost $203.71 Unrealized -14.0%
GLD SPDR GOLD SHARES 0.1%
Value ($000) $865 Shares 4,525 Est. Cost $126.59 Unrealized
FSLR FIRST SOLAR, INC. 0.1%
Value ($000) $861 Shares 5,000 Est. Cost $79.13 Unrealized +93.3%
MCK MCKESSON CORP 0.1%
Value ($000) $861 Shares 1,860 Est. Cost $161.50 Unrealized +178.8%
AME AMETEK INC 0.1%
Value ($000) $857 Shares 5,200 Est. Cost $90.92 Unrealized +65.3%
IP INTERNATIONAL PAPER CO 0.1%
Value ($000) $855 Shares 23,646 Est. Cost $33.78 Unrealized -5.4%
EOG EOG RESOURCES INC 0.1%
Value ($000) $823 Shares 6,804 Est. Cost $90.57 Unrealized +27.6%
SPIB SPDR INTERM CORP BOND ETF 0.1%
Value ($000) $817 Shares 24,880 Est. Cost $32.61 Unrealized
IEF ISHARES 7-10 YEAR TSY BOND 0.1%
Value ($000) $791 Shares 8,202 Est. Cost $110.73 Unrealized
WM WASTE MANAGEMENT INC 0.1%
Value ($000) $745 Shares 4,162 Est. Cost $112.75 Unrealized +44.1%
IVE ISHARES S&P 500 VALUE ETF 0.1%
Value ($000) $732 Shares 4,207 Est. Cost $107.38 Unrealized
IVW ISHARES S&P 500 GROWTH ETF 0.1%
Value ($000) $730 Shares 9,720 Est. Cost $84.04 Unrealized
TD TORONTO DOMINION BANK 0.1%
Value ($000) $711 Shares 11,003 Est. Cost $46.43 Unrealized +29.1%
VNQ VANGUARD REIT ETF 0.1%
Value ($000) $656 Shares 7,421 Est. Cost $79.52 Unrealized
MTD METTLER-TOLEDO INTL 0.1%
Value ($000) $655 Shares 540 Est. Cost $722.02 Unrealized +49.8%
VCSH VANGUARD SHORT TERM CORP BOND ETF 0.1%
Value ($000) $644 Shares 8,321 Est. Cost $79.79 Unrealized
MDLZ MONDELEZ INTL INC CL A 0.1%
Value ($000) $635 Shares 8,770 Est. Cost $45.07 Unrealized +42.7%
BAC BANK OF AMERICA CORPORATION 0.1%
Value ($000) $622 Shares 18,468 Est. Cost $22.03 Unrealized +25.3%
GDX VANECK VECTORS GOLD MINERS ETF 0.1%
Value ($000) $620 Shares 20,000 Est. Cost $25.15 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.1%
Value ($000) $616 Shares 10,715 Est. Cost $30.49 Unrealized +69.0%
XLK TECHNOLOGY SELECT SECTOR SPDR ETF 0.1%
Value ($000) $581 Shares 3,018 Est. Cost $68.53 Unrealized
AMCOR PLC 0.1%
Value ($000) $566 Shares 58,699 Est. Cost $8.76 Unrealized -3.6%
DG DOLLAR GENERAL CORP 0.1%
Value ($000) $547 Shares 4,025 Est. Cost $137.76 Unrealized -15.8%
SPYV SPDR PORTFOLIO S&P 500 VALUE 0.1%
Value ($000) $545 Shares 11,678 Est. Cost $29.37 Unrealized
USFR WISDOMTREE FLOATING RATE TSY 0.1%
Value ($000) $535 Shares 10,641 Est. Cost $50.31 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR ETF 0.1%
Value ($000) $514 Shares 3,768 Est. Cost $109.90 Unrealized
IBTK ISHARES IBONDS DEC 2030 TERM TSY ETF 0.1%
Value ($000) $513 Shares 26,005 Est. Cost $19.57 Unrealized
SPYG SPDR PORTFOLIO S&P500 GROWTH 0.1%
Value ($000) $496 Shares 7,626 Est. Cost $37.24 Unrealized
IAU ISHARES GOLD TRUST 0.1%
Value ($000) $488 Shares 12,497 Est. Cost $33.70 Unrealized
SCHP SCHWAB US TIPS ETF 0.1%
Value ($000) $487 Shares 9,326 Est. Cost $52.20 Unrealized
STZ CONSTELLATION BRANDS INC 0.1%
Value ($000) $484 Shares 2,000 Est. Cost $137.47 Unrealized +65.8%
BSCQ INVESCO BULLETSHS 26 CRP ETF 0.1%
Value ($000) $471 Shares 24,425 Est. Cost $18.94 Unrealized
ETN EATON CORP PLC 0.1%
Value ($000) $455 Shares 1,890 Est. Cost $79.40 Unrealized +171.5%
ZBH ZIMMER HOLDINGS INC 0.1%
Value ($000) $452 Shares 3,714 Est. Cost $130.28 Unrealized -16.1%
SPGI S&P GLOBAL INC 0.1%
Value ($000) $441 Shares 1,001 Est. Cost $274.96 Unrealized +41.2%
PHYS SPROTT PHYSICAL GOLD TRUST 0.1%
Value ($000) $393 Shares 24,654 Est. Cost $14.31 Unrealized
ESGD ISHARES ESG MSCI EAFE ETF 0.1%
Value ($000) $385 Shares 5,103 Est. Cost $64.02 Unrealized
BND VANGUARD TOTAL BOND MRKT ETF 0.0%
Value ($000) $379 Shares 5,153 Est. Cost $79.08 Unrealized
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $369 Shares 4,060 Est. Cost $59.81 Unrealized +38.8%
GE GENERAL ELECTRIC CO 0.0%
Value ($000) $358 Shares 2,808 Est. Cost $57.69 Unrealized +58.5%
ESGE ISHARES ESG MSCI EM ETF 0.0%
Value ($000) $350 Shares 10,920 Est. Cost $36.34 Unrealized
WMB WILLIAMS COMPANIES INC 0.0%
Value ($000) $348 Shares 10,000 Est. Cost $20.43 Unrealized +57.4%
IJK ISHARES S&P MIDCAP 400 GROWTH ETF 0.0%
Value ($000) $347 Shares 4,380 Est. Cost $97.04 Unrealized
NFG NATIONAL FUEL GAS COMPANY 0.0%
Value ($000) $346 Shares 6,900 Est. Cost $53.64 Unrealized -3.8%
ROP ROPER INDS INC 0.0%
Value ($000) $345 Shares 633 Est. Cost $333.07 Unrealized +52.5%
ORCL ORACLE CORP 0.0%
Value ($000) $332 Shares 3,150 Est. Cost $47.25 Unrealized +125.9%
HYG ISHARES IBOXX $ HIGH YIELD CORP BOND ETF 0.0%
Value ($000) $308 Shares 3,978 Est. Cost $85.91 Unrealized
MTB M & T BANK CORP 0.0%
Value ($000) $303 Shares 2,212 Est. Cost $101.35 Unrealized +15.7%
XLY CONSUMER DISCRET SEL SECT SPDR ETF 0.0%
Value ($000) $303 Shares 1,692 Est. Cost $133.43 Unrealized
BA BOEING COMPANY 0.0%
Value ($000) $300 Shares 1,150 Est. Cost $134.65 Unrealized +58.8%
TJX TJX COMPANIES 0.0%
Value ($000) $288 Shares 3,068 Est. Cost $44.76 Unrealized +95.0%
BHP BHP GROUP LTD ADR 0.0%
Value ($000) $287 Shares 4,200 Est. Cost $44.58 Unrealized
BRK/B BERKSHIRE HATHAWAY INC B 0.0%
Value ($000) $278 Shares 780 Est. Cost $232.81 Unrealized +50.8%
AWK AMERICAN WATER WORKS CO INC 0.0%
Value ($000) $277 Shares 2,100 Est. Cost $110.54 Unrealized +8.6%
SRLN SPDR BLACKSTONE/GSO SENIOR LOAN ETF 0.0%
Value ($000) $271 Shares 6,455 Est. Cost $46.07 Unrealized
VUG VANGUARD GROWTH ETF 0.0%
Value ($000) $269 Shares 865 Est. Cost $225.93 Unrealized
SYY SYSCO CORP 0.0%
Value ($000) $268 Shares 3,665 Est. Cost $33.25 Unrealized +95.2%
EIX EDISON INTL 0.0%
Value ($000) $266 Shares 3,727 Est. Cost $51.38 Unrealized +15.8%
TMP TOMPKINS FINANCIAL CORP 0.0%
Value ($000) $259 Shares 4,300 Est. Cost $46.77 Unrealized +5.6%
XLU UTILITIES SELECT SECTOR SPDR 0.0%
Value ($000) $226 Shares 3,562 Est. Cost $60.88 Unrealized
XLP CONSUMER STAPLES SECTOR SPDR 0.0%
Value ($000) $221 Shares 3,075 Est. Cost $61.44 Unrealized
TT TRANE TECHNOLOGIES PLC 0.0%
Value ($000) $220 Shares 900 Est. Cost $93.73 Unrealized +128.9%
VB VANGUARD SMALLCAP ETF 0.0%
Value ($000) $219 Shares 1,025 Est. Cost $135.45 Unrealized
ECL ECOLAB INC 0.0%
Value ($000) $218 Shares 1,100 Est. Cost $149.57 Unrealized +17.6%
TSLA TESLA MOTORS INC 0.0%
Value ($000) $211 Shares 851 Est. Cost $198.86 Unrealized +19.5%
BIIB BIOGEN INC 0.0%
Value ($000) $207 Shares 800 Est. Cost $264.15 Unrealized -7.0%
WFC WELLS FARGO & CO 0.0%
Value ($000) $203 Shares 4,125 Est. Cost $40.08 Unrealized +2.4%
CDW CDW CORPORATION 0.0%
Value ($000) $202 Shares 890 Est. Cost $206.08 Unrealized 0.0%
MMM 3M COMPANY 0.0%
Value ($000) $193 Shares 1,770 Est. Cost $98.38 Unrealized -23.2%
CHD CHURCH & DWIGHT CO INC 0.0%
Value ($000) $189 Shares 2,000 Est. Cost $66.06 Unrealized +35.1%
SGOV ISHARES 0-3 MONTH TREASURY 0.0%
Value ($000) $183 Shares 1,821 Est. Cost $100.43 Unrealized
AEE AMEREN CORPORATION 0.0%
Value ($000) $181 Shares 2,498 Est. Cost $29.40 Unrealized +141.4%
BAX BAXTER INTERNATIONAL INC 0.0%
Value ($000) $181 Shares 4,675 Est. Cost $61.79 Unrealized -45.6%
VBR VANGUARD SMALLCAP VALUE ETF 0.0%
Value ($000) $180 Shares 1,000 Est. Cost $108.04 Unrealized
MET METLIFE INC 0.0%
Value ($000) $179 Shares 2,710 Est. Cost $51.90 Unrealized +13.2%
VXUS VANGUARD TOTAL INTL STOCK ETF 0.0%
Value ($000) $174 Shares 2,997 Est. Cost $54.37 Unrealized
NFLX NETFLIX INC 0.0%
Value ($000) $170 Shares 350 Est. Cost $42.66 Unrealized +2.3%
CTVA CORTEVA INC 0.0%
Value ($000) $168 Shares 3,517 Est. Cost $27.43 Unrealized +69.7%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $168 Shares 1,789 Est. Cost $63.74 Unrealized +31.3%
NVS NOVARTIS AG ADR 0.0%
Value ($000) $164 Shares 1,628 Est. Cost $90.29 Unrealized
FOXA FOX CORP 0.0%
Value ($000) $163 Shares 5,500 Est. Cost $33.56 Unrealized -12.1%
DUK DUKE ENERGY CORP 0.0%
Value ($000) $148 Shares 1,525 Est. Cost $60.37 Unrealized +38.9%
MO ALTRIA GROUP INC 0.0%
Value ($000) $143 Shares 3,537 Est. Cost $29.52 Unrealized +17.9%
LDOS LEIDOS HOLDINGS INC 0.0%
Value ($000) $133 Shares 1,228 Est. Cost $99.50 Unrealized 0.0%
NWFL NORWOOD FINANCIAL CORP 0.0%
Value ($000) $131 Shares 3,992 Est. Cost $29.61 Unrealized -5.0%
SLB SLB 0.0%
Value ($000) $127 Shares 2,434 Est. Cost $57.18 Unrealized -10.4%
SO SOUTHERN COMPANY 0.0%
Value ($000) $125 Shares 1,790 Est. Cost $40.88 Unrealized +56.0%
BSV VANGUARD SHORT TERM BOND ETF 0.0%
Value ($000) $124 Shares 1,615 Est. Cost $79.76 Unrealized
FIS FIDELITY NATL INFORMATION SV 0.0%
Value ($000) $120 Shares 2,000 Est. Cost $116.22 Unrealized -55.0%
CI CIGNA GROUP 0.0%
Value ($000) $120 Shares 400 Est. Cost $182.59 Unrealized +53.8%
XLI SPDR INDUSTRIALS (XLI) 0.0%
Value ($000) $119 Shares 1,040 Est. Cost $100.40 Unrealized
XLF SPDR FINANCIAL SELECT SECTOR 0.0%
Value ($000) $116 Shares 3,076 Est. Cost $30.59 Unrealized
TM TOYOTA MOTOR CORP 0.0%
Value ($000) $110 Shares 600 Est. Cost $136.08 Unrealized
TMUS T MOBILE US INC 0.0%
Value ($000) $101 Shares 632 Est. Cost $138.73 Unrealized +3.2%
EZU ISHARES MSCI EUROZONE ETF 0.0%
Value ($000) $101 Shares 2,125 Est. Cost $45.06 Unrealized
DHR DANAHER CORP 0.0%
Value ($000) $101 Shares 435 Est. Cost $148.82 Unrealized +41.3%
META META PLATFORMS INC 0.0%
Value ($000) $100 Shares 283 Est. Cost $193.66 Unrealized +67.0%
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
VUSB VANGUARD ULTRA SHORT TERM 0.0%
Value ($000) $99 Shares 2,000 Est. Cost $50.00 Unrealized
HDV ISHARES CORE HIGH DIVIDEND 0.0%
Value ($000) $98 Shares 960 Est. Cost $85.55 Unrealized
IGSB ISHARES SHORT TERM CORP BOND 0.0%
Value ($000) $97 Shares 1,900 Est. Cost $77.37 Unrealized
CROX CROCS INC 0.0%
Value ($000) $97 Shares 1,035 Est. Cost $93.99 Unrealized -1.8%
FDX FEDEX CORP 0.0%
Value ($000) $96 Shares 380 Est. Cost $226.10 Unrealized +7.2%
LDUR PIMCO ENHANCED LOW DURATION 0.0%
Value ($000) $95 Shares 1,000 Est. Cost $101.81 Unrealized
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $94 Shares 200 Est. Cost $181.39 Unrealized +149.2%
PAYX PAYCHEX INC 0.0%
Value ($000) $92 Shares 775 Est. Cost $54.46 Unrealized +104.0%
ADBE ADOBE INC 0.0%
Value ($000) $92 Shares 154 Est. Cost $340.55 Unrealized +69.4%
L LOEWS CORP 0.0%
Value ($000) $90 Shares 1,300 Est. Cost $35.50 Unrealized +86.1%
SNA SNAP ON INC 0.0%
Value ($000) $87 Shares 300 Est. Cost $207.93 Unrealized +22.6%
KHC KRAFT HEINZ COMPANY 0.0%
Value ($000) $86 Shares 2,333 Est. Cost $35.47 Unrealized -14.3%
IR INGERSOLL RAND INC 0.0%
Value ($000) $85 Shares 1,095 Est. Cost $31.60 Unrealized +116.0%
TDY TELEDYNE TECHNOLOGIES INC 0.0%
Value ($000) $83 Shares 187 Est. Cost $88.71 Unrealized +352.5%
CRM SALESFORCE INC 0.0%
Value ($000) $83 Shares 314 Est. Cost $181.50 Unrealized +23.2%
VGIT VANGUARD INTERM-TERM GOVT BDETF 0.0%
Value ($000) $79 Shares 1,330 Est. Cost $59.89 Unrealized
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $73 Shares 960 Est. Cost $77.87 Unrealized -10.6%
NGG NATIONAL GRID PLC ADR 0.0%
Value ($000) $73 Shares 1,073 Est. Cost $63.43 Unrealized
VOT VANGUARD MIDCAP GROWTH ETF 0.0%
Value ($000) $68 Shares 309 Est. Cost $158.29 Unrealized
SAIC SCIENCE APPLICATIONS INTERNATIONAL CORP 0.0%
Value ($000) $66 Shares 530 Est. Cost $116.38 Unrealized 0.0%
VOE VANGUARD MIDCAP VALUE ETF 0.0%
Value ($000) $66 Shares 454 Est. Cost $119.71 Unrealized
VPU VANGUARD UTILITIES ETF 0.0%
Value ($000) $64 Shares 465 Est. Cost $104.37 Unrealized
STT STATE STREET CORP 0.0%
Value ($000) $62 Shares 800 Est. Cost $60.59 Unrealized +7.0%
IBTI ISHARES IBONDS DEC 2028 TERM 0.0%
Value ($000) $62 Shares 2,776 Est. Cost $21.90 Unrealized
LIN LINDE PLC 0.0%
Value ($000) $62 Shares 150 Est. Cost $322.30 Unrealized +19.0%
BN BROOKFIELD CORP NPV 0.0%
Value ($000) $61 Shares 1,528 Est. Cost $21.90 Unrealized +2.2%
PPG PPG INDUSTRIES INC 0.0%
Value ($000) $60 Shares 400 Est. Cost $93.16 Unrealized +38.3%
PFIS PEOPLES FINL SVCS CORP 0.0%
Value ($000) $59 Shares 1,218 Est. Cost $33.02 Unrealized +17.4%
GEHC GE HEALTHCARE TECH 0.0%
Value ($000) $58 Shares 745 Est. Cost $71.08 Unrealized -1.8%
PAA PLAINS ALL AMERICAN PIPELINE 0.0%
Value ($000) $53 Shares 3,500 Est. Cost $9.88 Unrealized
ICLN ISHARES GLOBAL CLEAN ENERGY 0.0%
Value ($000) $53 Shares 3,400 Est. Cost $23.42 Unrealized
WTM WHITE MTNS INS GROUP LTD 0.0%
Value ($000) $51 Shares 34 Est. Cost $1090.77 Unrealized +36.3%
MPC MARATHON PETROLEUM CORP 0.0%
Value ($000) $51 Shares 344 Est. Cost $37.88 Unrealized +274.8%
LQD ISHARES IBOXX $ INVMT GRADE CORP BOND ETF 0.0%
Value ($000) $51 Shares 459 Est. Cost $122.30 Unrealized
SLV ISHARES SILVER TRUST 0.0%
Value ($000) $49 Shares 2,255 Est. Cost $15.59 Unrealized
EPD ENTERPRISE PRODS PARTNERS LP 0.0%
Value ($000) $49 Shares 1,848 Est. Cost $24.40 Unrealized
MKL MARKEL GROUP INC 0.0%
Value ($000) $47 Shares 33 Est. Cost $1138.97 Unrealized +24.6%
BK BANK OF NEW YORK MELLON CORP 0.0%
Value ($000) $47 Shares 900 Est. Cost $30.18 Unrealized +44.7%
ORANY ORANGE SA ADR 0.0%
Value ($000) $46 Shares 4,000 Est. Cost $11.00 Unrealized
KELLANOVA COMPANY 0.0%
Value ($000) $45 Shares 800 Est. Cost $60.91 Unrealized -19.9%
ALLE ALLEGION PLC 0.0%
Value ($000) $42 Shares 331 Est. Cost $63.16 Unrealized +64.9%
GAP GAP INC 0.0%
Value ($000) $42 Shares 2,000 Est. Cost $22.43 Unrealized -32.6%
ENB ENBRIDGE INC 0.0%
Value ($000) $38 Shares 1,049 Est. Cost $21.58 Unrealized +36.3%
HSY HERSHEY CO 0.0%
Value ($000) $37 Shares 200 Est. Cost $102.74 Unrealized +72.9%
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $37 Shares 120 Est. Cost $181.80 Unrealized +48.6%
ET ENERGY TRANSFER EQUITY LP 0.0%
Value ($000) $37 Shares 2,651 Est. Cost $12.92 Unrealized
F FORD MOTOR COMPANY 0.0%
Value ($000) $37 Shares 3,000 Est. Cost $9.13 Unrealized +5.4%
FBIN FORTUNE BRANDS HOME & SEC 0.0%
Value ($000) $37 Shares 480 Est. Cost $57.83 Unrealized +9.6%
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $36 Shares 400 Est. Cost $47.48 Unrealized +69.0%
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.0%
Value ($000) $36 Shares 141 Est. Cost $203.76 Unrealized
SPSM SPDR PORTFOLIO SMALLCAP ETF 0.0%
Value ($000) $35 Shares 838 Est. Cost $33.36 Unrealized
TS TENARIS SA ADR 0.0%
Value ($000) $35 Shares 1,000 Est. Cost $30.06 Unrealized
CEG CONSTELLATION ENERGY CORP 0.0%
Value ($000) $33 Shares 282 Est. Cost $60.44 Unrealized +90.5%
MDT MEDTRONIC PLC 0.0%
Value ($000) $33 Shares 400 Est. Cost $68.60 Unrealized +4.2%
IWN ISHARES RUSSELL 2000 VALUE 0.0%
Value ($000) $32 Shares 209 Est. Cost $119.62 Unrealized
TSLX SIXTH ST SPECIALTY LENDING 0.0%
Value ($000) $32 Shares 1,500 Est. Cost $19.22 Unrealized +6.9%
EEM ISHARES MSCI EMERGING MKTS ETF 0.0%
Value ($000) $32 Shares 793 Est. Cost $42.12 Unrealized
UBS UBS GROUP AG 0.0%
Value ($000) $31 Shares 1,000 Est. Cost $15.37 Unrealized +71.1%
MLPA GLOBAL X MLP ETF 0.0%
Value ($000) $30 Shares 680 Est. Cost $39.71 Unrealized
SUI SUN COMMUNITIES INC 0.0%
Value ($000) $30 Shares 221 Est. Cost $77.88 Unrealized
MUSA MURPHY USA INC 0.0%
Value ($000) $29 Shares 82 Est. Cost $184.28 Unrealized +94.7%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.0%
Value ($000) $29 Shares 600 Est. Cost $41.50 Unrealized
EMN EASTMAN CHEMICAL CO 0.0%
Value ($000) $28 Shares 316 Est. Cost $54.23 Unrealized +34.9%
PRU PRUDENTIAL FINANCIAL INC 0.0%
Value ($000) $28 Shares 273 Est. Cost $53.73 Unrealized +61.2%
OKE ONEOK INC 0.0%
Value ($000) $28 Shares 394 Est. Cost $32.05 Unrealized +88.3%
O REALTY INCOME CORP 0.0%
Value ($000) $27 Shares 464 Est. Cost $44.62 Unrealized +4.2%
BP BP PLC ADR 0.0%
Value ($000) $26 Shares 738 Est. Cost $37.48 Unrealized
IGIB ISHARES INTERMEDIATE CREDIT BOND ETF 0.0%
Value ($000) $26 Shares 496 Est. Cost $64.85 Unrealized
JBL JABIL CIRCUIT INC. 0.0%
Value ($000) $25 Shares 200 Est. Cost $31.79 Unrealized +298.8%
J JACOBS SOLUTIONS INC 0.0%
Value ($000) $25 Shares 194 Est. Cost $100.68 Unrealized +6.2%
ARCC ARES CAPITAL CORPORATION 0.0%
Value ($000) $25 Shares 1,250 Est. Cost $14.66 Unrealized +8.9%
WBS WEBSTER FINANCIAL CORP 0.0%
Value ($000) $23 Shares 463 Est. Cost $59.37 Unrealized -27.2%
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) $23 Shares 100 Est. Cost $127.87 Unrealized +60.6%
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $23 Shares 655 Est. Cost $13.89 Unrealized +83.9%
AFL AFLAC INC 0.0%
Value ($000) $23 Shares 273 Est. Cost $50.12 Unrealized +53.6%
MGK VANGUARD MEGA CAP GROWTH 0.0%
Value ($000) $22 Shares 85 Est. Cost $82.35 Unrealized
PHM PULTE GROUP INC 0.0%
Value ($000) $22 Shares 210 Est. Cost $41.81 Unrealized +100.0%
OLN OLIN CORP 0.0%
Value ($000) $22 Shares 400 Est. Cost $49.56 Unrealized -8.5%
MU MICRON TECHNOLOGY 0.0%
Value ($000) $21 Shares 250 Est. Cost $64.41 Unrealized +14.3%
OCSL OAKTREE SPECIALTY LENDING 0.0%
Value ($000) $20 Shares 1,000 Est. Cost $19.92 Unrealized -0.9%
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $20 Shares 1,777 Est. Cost $14.14 Unrealized -23.6%
ZBRA ZEBRA TECHNOLOGIES CORP CL A 0.0%
Value ($000) $18 Shares 67 Est. Cost $336.52 Unrealized -32.2%
MOH MOLINA HEALTHCARE INC 0.0%
Value ($000) $18 Shares 50 Est. Cost $206.44 Unrealized +70.8%
CPB CAMPBELL SOUP CO 0.0%
Value ($000) $17 Shares 400 Est. Cost $47.12 Unrealized -19.2%
NEW YORK CMNTY BANCORP INC 0.0%
Value ($000) $17 Shares 1,675 Est. Cost $8.89 Unrealized
RSG REPUBLIC SERVICES INC 0.0%
Value ($000) $16 Shares 100 Est. Cost $83.07 Unrealized +82.1%
AMAT APPLIED MATERIALS INC 0.0%
Value ($000) $16 Shares 100 Est. Cost $117.06 Unrealized +23.2%
AB ALLIANCEBERNSTEIN HLDG LP 0.0%
Value ($000) $16 Shares 500 Est. Cost $34.36 Unrealized
BAM BROOKFIELD ASSET MGMT LTD 0.0%
Value ($000) $15 Shares 382 Est. Cost $27.10 Unrealized +16.1%
LIBERTY ALL STAR EQUITY FD 0.0%
Value ($000) $15 Shares 2,402 Est. Cost $6.80 Unrealized
BSCS INVESCO BULLETSHARES 2028 CORP BOND 0.0%
Value ($000) $15 Shares 755 Est. Cost $20.27 Unrealized
BSCR INVESCO BULLETSHARES 2027 CORP BOND 0.0%
Value ($000) $15 Shares 780 Est. Cost $19.45 Unrealized
FNV FRANCO NEVADA CORP 0.0%
Value ($000) $15 Shares 132 Est. Cost $44.81 Unrealized +166.3%
EL ESTEE LAUDER COMP INC CL A 0.0%
Value ($000) $15 Shares 100 Est. Cost $175.92 Unrealized -27.7%
HTGC HERCULES CAPITAL INC 0.0%
Value ($000) $15 Shares 875 Est. Cost $15.82 Unrealized 0.0%
KEY KEYCORP 0.0%
Value ($000) $14 Shares 1,000 Est. Cost $10.83 Unrealized -1.6%
ALL THE ALLSTATE CORPORATION 0.0%
Value ($000) $14 Shares 100 Est. Cost $98.38 Unrealized +26.8%
MUR MURPHY OIL CORPORATION 0.0%
Value ($000) $14 Shares 328 Est. Cost $30.71 Unrealized +29.4%
INVESCO BULLETSHARES ETF 0.0%
Value ($000) $14 Shares 665 Est. Cost $20.45 Unrealized
BCE BCE INC 0.0%
Value ($000) $13 Shares 340 Est. Cost $33.07 Unrealized -1.8%
ESGU ISHARES TR ESG MSCI USA ETF (ESGU) 0.0%
Value ($000) $13 Shares 125 Est. Cost $79.45 Unrealized
CHRW C H ROBINSON WORLDWIDE INC 0.0%
Value ($000) $13 Shares 150 Est. Cost $58.74 Unrealized +35.2%
PYPL PAYPAL HOLDINGS INC 0.0%
Value ($000) $12 Shares 200 Est. Cost $81.79 Unrealized -30.1%
MEDP MEDPACE HOLDINGS INC 0.0%
Value ($000) $12 Shares 40 Est. Cost $206.82 Unrealized +30.5%
AGCO AGCO CORP 0.0%
Value ($000) $12 Shares 100 Est. Cost $64.19 Unrealized +73.5%
SPH SUBURBAN PROPANE PARTNERS LP 0.0%
Value ($000) $12 Shares 660 Est. Cost $15.46 Unrealized
A AGILENT TECHNOLOGIES INC 0.0%
Value ($000) $11 Shares 76 Est. Cost $63.50 Unrealized +84.6%
INFU INFUSYSTEMS HOLDINGS INC 0.0%
Value ($000) $11 Shares 1,000 Est. Cost $3.18 Unrealized +209.0%
DGII DIGI INTL INC 0.0%
Value ($000) $10 Shares 400 Est. Cost $10.69 Unrealized +132.1%
XLC SELECT SECTOR SPDR TR COMMUNICATION 0.0%
Value ($000) $10 Shares 139 Est. Cost $64.78 Unrealized
ESE ESCO TECHNOLOGIES 0.0%
Value ($000) $10 Shares 84 Est. Cost $85.44 Unrealized +22.5%
PBW INVESCO WILDERHILL CLEAN ENERGY ETF 0.0%
Value ($000) $10 Shares 323 Est. Cost $44.50 Unrealized
VALE VALE SA SPONSORED ADS 0.0%
Value ($000) $10 Shares 600 Est. Cost $15.86 Unrealized
SUSC ISHARES ESG USD CORP BOND 0.0%
Value ($000) $9 Shares 375 Est. Cost $23.01 Unrealized
COHR COHERENT CORP 0.0%
Value ($000) $9 Shares 200 Est. Cost $47.89 Unrealized -24.7%
SUSB ISHARES TR ESG AWRE 1 5 YR 0.0%
Value ($000) $9 Shares 350 Est. Cost $25.32 Unrealized
BSM BLACK STONE MINERALS LP 0.0%
Value ($000) $8 Shares 500 Est. Cost $15.96 Unrealized
STAG STAG INDL INC 0.0%
Value ($000) $8 Shares 200 Est. Cost $30.00 Unrealized
NXST NEXSTAR MEDIA GROUP INC 0.0%
Value ($000) $8 Shares 50 Est. Cost $111.16 Unrealized +19.8%
HOG HARLEY DAVIDSON INC 0.0%
Value ($000) $7 Shares 200 Est. Cost $61.89 Unrealized -50.2%
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $7 Shares 73 Est. Cost $59.26 Unrealized +61.5%
EMNT PIMCO ENHANCED SHORT MAT ESG 0.0%
Value ($000) $7 Shares 75 Est. Cost $100.77 Unrealized
VTRS VIATRIS INC 0.0%
Value ($000) $7 Shares 673 Est. Cost $10.42 Unrealized -16.6%
WAB WABTEC CORP 0.0%
Value ($000) $7 Shares 57 Est. Cost $95.65 Unrealized +16.8%
GM GENERAL MOTORS CO 0.0%
Value ($000) $7 Shares 200 Est. Cost $36.67 Unrealized -17.5%
JUST GOLDMAN SACHS JUST US LARGE CAP EQUITY ETF 0.0%
Value ($000) $7 Shares 105 Est. Cost $58.40 Unrealized
MBC MASTERBRAND INC 0.0%
Value ($000) $7 Shares 480 Est. Cost $8.19 Unrealized +56.5%
DKNG DRAFTKINGS INC CL A 0.0%
Value ($000) $7 Shares 200 Est. Cost $14.08 Unrealized +137.6%
BSCT INVESCO BULLETSHS CORP ETF 0.0%
Value ($000) $7 Shares 380 Est. Cost $18.54 Unrealized
BBT BERKSHIRE HILLS BANCORP INC 0.0%
Value ($000) $7 Shares 264 Est. Cost $18.71 Unrealized +6.7%
NWL NEWELL RUBBERMAID INC 0.0%
Value ($000) $6 Shares 725 Est. Cost $12.43 Unrealized -44.4%
INCY INCYTE CORP 0.0%
Value ($000) $6 Shares 100 Est. Cost $96.40 Unrealized -41.3%
LADR LADDER CAP CORP CL A 0.0%
Value ($000) $6 Shares 504 Est. Cost $11.51 Unrealized
AIM IMMUNOTECH INC 0.0%
Value ($000) $6 Shares 13,226 Est. Cost $2.27 Unrealized
CODI COMPASS DIVERSIFIED HOLDINGS 0.0%
Value ($000) $6 Shares 250 Est. Cost $18.19 Unrealized 0.0%
KDP KEURIG DR PEPPER INC 0.0%
Value ($000) $6 Shares 168 Est. Cost $34.43 Unrealized -15.1%
DCOM DIME CMNTY BANCSHARES INC 0.0%
Value ($000) $5 Shares 200 Est. Cost $23.82 Unrealized -17.6%
STWD STARWOOD PROPERTY TRUST INC 0.0%
Value ($000) $5 Shares 250 Est. Cost $21.02 Unrealized
EQUITRANS MIDSTREAM CORP 0.0%
Value ($000) $5 Shares 500 Est. Cost $9.56 Unrealized
GABELLI EQUITY TR INC 0.0%
Value ($000) $5 Shares 1,000 Est. Cost $5.00 Unrealized
SNAP SNAP INC 0.0%
Value ($000) $5 Shares 300 Est. Cost $10.38 Unrealized +18.1%
MRNA MODERNA INC 0.0%
Value ($000) $5 Shares 50 Est. Cost $164.97 Unrealized -49.0%
SJM JM SMUCKER COMPANY 0.0%
Value ($000) $5 Shares 38 Est. Cost $136.97 Unrealized -22.0%
TDC TERADATA CORP 0.0%
Value ($000) $5 Shares 108 Est. Cost $32.17 Unrealized +39.8%
ZIMVIE INC 0.0%
Value ($000) $5 Shares 260 Est. Cost $21.84 Unrealized
RBBN RIBBONS COMMUNICATIONS INC 0.0%
Value ($000) $4 Shares 1,400 Est. Cost $8.28 Unrealized -72.8%
PAGP PLAINS GP HOLDINGS LP 0.0%
Value ($000) $4 Shares 250 Est. Cost $15.95 Unrealized
HPQ HP INC 0.0%
Value ($000) $4 Shares 129 Est. Cost $27.12 Unrealized -5.0%
ABR ARBOR REALTY TRUST INC 0.0%
Value ($000) $4 Shares 250 Est. Cost $15.18 Unrealized
BARRICK GOLD CORPORATION 0.0%
Value ($000) $4 Shares 200 Est. Cost $16.85 Unrealized
CRBN ISHARES MSCI ACWI LOW CARBON 0.0%
Value ($000) $3 Shares 20 Est. Cost $171.43 Unrealized
CPNG COUPANG INC CL A 0.0%
Value ($000) $3 Shares 200 Est. Cost $17.65 Unrealized -6.5%
EFC ELLINGTON FINANCIAL INC 0.0%
Value ($000) $3 Shares 250 Est. Cost $12.71 Unrealized
TPVG TRIPLEPOINT VENTURE GROWTH BDC CORP 0.0%
Value ($000) $3 Shares 250 Est. Cost $10.23 Unrealized 0.0%
RITM RITHM CAPITAL CORP 0.0%
Value ($000) $3 Shares 250 Est. Cost $10.68 Unrealized
KLG WK KELLOGG CO 0.0%
Value ($000) $3 Shares 200 Est. Cost $13.14 Unrealized
NLY ANNALY CAPITAL MANAGEMENT 0.0%
Value ($000) $2 Shares 125 Est. Cost $19.36 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
HPE HEWLETT PACKARD ENTERPRISE 0.0%
Value ($000) $2 Shares 129 Est. Cost $14.20 Unrealized +8.1%
CVMC ETF CALVERT US MID-CAP CORE 0.0%
Value ($000) $2 Shares 40 Est. Cost $48.83 Unrealized
CC THE CHEMOURS CO 0.0%
Value ($000) $2 Shares 60 Est. Cost $30.76 Unrealized -19.1%
GABELLI UTILITY TRUST 0.0%
Value ($000) $2 Shares 330 Est. Cost $7.83 Unrealized
LPRO OPEN LENDING CORP 0.0%
Value ($000) $2 Shares 200 Est. Cost $7.04 Unrealized -4.4%
GABELLI MULTIMEDIA TR INC 0.0%
Value ($000) $2 Shares 299 Est. Cost $7.80 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
GREAT AJAX CORP 0.0%
Value ($000) $1 Shares 250 Est. Cost $5.30 Unrealized
WDS WOODSIDE ENERGY GROUP LTD 0.0%
Value ($000) $1 Shares 54 Est. Cost $20.00 Unrealized
VGLT VANGUARD LONG TERM TREASURY 0.0%
Value ($000) $1 Shares 15 Est. Cost $96.29 Unrealized
VLTO VERALTO CORP 0.0%
Value ($000) $1 Shares 11 Est. Cost $73.75 Unrealized 0.0%
REGULUS THERAPEUTICS INC 0.0%
Value ($000) $1 Shares 690 Est. Cost $1.45 Unrealized
TWO TWO HARBORS INVESTMENT CORP 0.0%
Value ($000) $1 Shares 62 Est. Cost $13.92 Unrealized
OXY/WS OCCIDENTAL PETE CORP star W EXP 08/03/2027 0.0%
Value ($000) $1 Shares 14 Est. Cost $41.00 Unrealized
BB BLACKBERRY LTD NPV 0.0%
Value ($000) $0 Shares 83 Est. Cost $5.49 Unrealized -31.6%
AGENUS INC 0.0%
Value ($000) $0 Shares 300 Est. Cost $3.33 Unrealized
KD KYNDRYL HOLDINGS INC 0.0%
Value ($000) $0 Shares 10 Est. Cost $21.59 Unrealized -20.8%
VBI VACCINES INC 0.0%
Value ($000) $0 Shares 283 Est. Cost $3.28 Unrealized
OGN ORGANON & CO 0.0%
Value ($000) $0 Shares 8 Est. Cost $26.93 Unrealized -54.2%