Community Bank, N.A. Diversified Active

CIK: 0001632187 · Show all filings

Period: Q1 2024 (← Previous) (Next →)

Filing Date: May 15, 2024

Total Value ($000): $761,960 (100.0% shares, 0.0% debt)

Holdings (412)

AAPL APPLE INC 9.0%
Value ($000) $68,423 Shares 399,016 Est. Cost $86.95 Unrealized +107.3%
IVV ISHARES CORE S&P 500 ETF 7.2%
Value ($000) $54,717 Shares 104,080 Est. Cost $258.79 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 4.1%
Value ($000) $30,983 Shares 417,451 Est. Cost $61.16 Unrealized
MSFT MICROSOFT CORP 3.5%
Value ($000) $26,752 Shares 63,587 Est. Cost $75.82 Unrealized +426.6%
IBM INTL BUSINESS MACHINES CORP 2.6%
Value ($000) $19,908 Shares 104,250 Est. Cost $100.05 Unrealized +72.5%
VTI VANGUARD TOTAL STOCK MARKET ETF 2.2%
Value ($000) $16,719 Shares 64,331 Est. Cost $104.59 Unrealized
JPM JPMORGAN CHASE & CO 2.1%
Value ($000) $15,793 Shares 78,848 Est. Cost $66.89 Unrealized +159.6%
MRK MERCK & COMPANY INC 1.9%
Value ($000) $14,710 Shares 111,480 Est. Cost $46.61 Unrealized +148.4%
IJR ISHARES CORE S&P SMALLCAP ETF 1.7%
Value ($000) $13,168 Shares 119,146 Est. Cost $92.08 Unrealized
BMY BRISTOL MYERS SQUIBB COMPANY 1.5%
Value ($000) $11,689 Shares 215,583 Est. Cost $44.81 Unrealized +3.0%
IJH ISHARES CORE S&P MIDCAP ETF 1.4%
Value ($000) $10,900 Shares 179,461 Est. Cost $98.42 Unrealized
PEP PEPSICO INC 1.4%
Value ($000) $10,728 Shares 61,303 Est. Cost $80.59 Unrealized +95.1%
ABBV ABBVIE INC 1.3%
Value ($000) $9,570 Shares 52,555 Est. Cost $45.10 Unrealized +259.2%
SPY SPDR S&P 500 ETF 1.2%
Value ($000) $9,261 Shares 17,705 Est. Cost $216.71 Unrealized
CSCO CISCO SYSTEMS INC 1.2%
Value ($000) $9,096 Shares 182,279 Est. Cost $22.52 Unrealized +109.6%
PG PROCTER & GAMBLE CO 1.2%
Value ($000) $9,058 Shares 55,829 Est. Cost $71.44 Unrealized +109.8%
JEPI JPMORGAN EQUITY PREMIUM INC 1.2%
Value ($000) $8,952 Shares 154,716 Est. Cost $56.35 Unrealized
VZ VERIZON COMMUNICATIONS 1.1%
Value ($000) $8,678 Shares 206,866 Est. Cost $32.61 Unrealized +10.2%
IWF ISHARES RUSSELL 1000 GROWTH ETF 1.1%
Value ($000) $8,107 Shares 24,055 Est. Cost $105.45 Unrealized
VCLT VANGUARD LONG TERM CORP BONDINDEX FUND ETF 1.0%
Value ($000) $7,894 Shares 100,921 Est. Cost $78.22 Unrealized
WMT WAL MART STORES INC 1.0%
Value ($000) $7,319 Shares 121,645 Est. Cost $46.06 Unrealized +21.7%
AVGO BROADCOM INC 1.0%
Value ($000) $7,294 Shares 5,503 Est. Cost $53.60 Unrealized +126.2%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.9%
Value ($000) $7,081 Shares 137,254 Est. Cost $54.59 Unrealized
NUE NUCOR CORP 0.9%
Value ($000) $7,031 Shares 35,527 Est. Cost $39.54 Unrealized +348.2%
MDY SPDR S&P MIDCAP 400 ETF 0.9%
Value ($000) $6,813 Shares 12,245 Est. Cost $264.61 Unrealized
JNJ JOHNSON & JOHNSON 0.9%
Value ($000) $6,739 Shares 42,603 Est. Cost $83.88 Unrealized +79.1%
KO COCA COLA COMPANY 0.9%
Value ($000) $6,619 Shares 108,182 Est. Cost $33.09 Unrealized +71.3%
XOM EXXON MOBIL CORP 0.9%
Value ($000) $6,595 Shares 56,737 Est. Cost $63.41 Unrealized +54.7%
EMR EMERSON ELECTRIC CO 0.8%
Value ($000) $6,368 Shares 56,149 Est. Cost $54.06 Unrealized +83.8%
GOOGL ALPHABET INC CLASS A 0.8%
Value ($000) $6,326 Shares 41,915 Est. Cost $108.73 Unrealized +30.6%
CAT CATERPILLAR INC 0.8%
Value ($000) $6,315 Shares 17,235 Est. Cost $111.24 Unrealized +179.6%
CBU COMMUNITY BK SYS INC 0.8%
Value ($000) $5,871 Shares 122,227 Est. Cost $48.63 Unrealized -10.1%
LTPZ PIMCO 15 plus YR US TIPS 0.7%
Value ($000) $5,556 Shares 100,000 Est. Cost $56.68 Unrealized
CVX CHEVRON CORP 0.7%
Value ($000) $5,501 Shares 34,874 Est. Cost $73.18 Unrealized +90.0%
NVDA NVIDIA CORPORATION 0.7%
Value ($000) $5,487 Shares 6,073 Est. Cost $19.58 Unrealized +270.0%
IWD ISHARES RUSSELL 1000 VALUE 0.7%
Value ($000) $5,487 Shares 30,633 Est. Cost $119.47 Unrealized
AMZN AMAZON.COM INC 0.7%
Value ($000) $5,455 Shares 30,240 Est. Cost $117.55 Unrealized +42.0%
ITW ILLINOIS TOOL WORKS INC 0.7%
Value ($000) $5,358 Shares 19,967 Est. Cost $75.08 Unrealized +229.8%
LOW LOWES COMPANIES INC 0.7%
Value ($000) $5,319 Shares 20,883 Est. Cost $76.56 Unrealized +190.0%
TXN TEXAS INSTRUMENTS INC 0.7%
Value ($000) $5,309 Shares 30,475 Est. Cost $66.26 Unrealized +138.3%
QCOM QUALCOMM INC 0.7%
Value ($000) $5,216 Shares 30,807 Est. Cost $94.90 Unrealized +56.5%
UPS UNITED PARCEL SERVICE CL B 0.7%
Value ($000) $5,076 Shares 34,156 Est. Cost $93.69 Unrealized +45.6%
BSCX INVESCO BULLETSHARES 2033 CORP BOND ETF 0.7%
Value ($000) $4,995 Shares 239,670 Est. Cost $20.84 Unrealized
PEG PUBLIC SVC ENTERPRISE GROUP 0.6%
Value ($000) $4,819 Shares 72,169 Est. Cost $30.88 Unrealized +86.6%
ABT ABBOTT LABORATORIES 0.6%
Value ($000) $4,792 Shares 42,157 Est. Cost $47.93 Unrealized +131.1%
IWS ISHARES RUSSELL MIDCAP VALUE 0.6%
Value ($000) $4,710 Shares 37,585 Est. Cost $74.78 Unrealized
PFE PFIZER INC 0.6%
Value ($000) $4,496 Shares 162,025 Est. Cost $22.56 Unrealized +9.3%
OMC OMNICOM GROUP INC 0.6%
Value ($000) $4,341 Shares 44,867 Est. Cost $56.04 Unrealized +50.1%
AMGN AMGEN INC 0.6%
Value ($000) $4,328 Shares 15,224 Est. Cost $161.34 Unrealized +71.1%
UNH UNITEDHEALTH GROUP INC 0.6%
Value ($000) $4,199 Shares 8,488 Est. Cost $148.61 Unrealized +229.0%
MCD MCDONALDS CORP 0.5%
Value ($000) $4,153 Shares 14,731 Est. Cost $113.91 Unrealized +144.1%
INTC INTEL CORP 0.5%
Value ($000) $3,952 Shares 89,498 Est. Cost $30.35 Unrealized +45.1%
HD HOME DEPOT INC 0.5%
Value ($000) $3,946 Shares 10,286 Est. Cost $148.97 Unrealized +134.0%
RTX RTX CORP 0.5%
Value ($000) $3,703 Shares 37,969 Est. Cost $60.55 Unrealized +43.4%
TFC TRUIST FINANCIAL CORP 0.5%
Value ($000) $3,694 Shares 94,785 Est. Cost $38.16 Unrealized -12.5%
CB CHUBB LTD 0.5%
Value ($000) $3,634 Shares 14,025 Est. Cost $128.04 Unrealized +88.4%
DD DUPONT DE NEMOURS INC 0.5%
Value ($000) $3,564 Shares 46,489 Est. Cost $26.11 Unrealized +9.3%
SCHA SCHWAB US SMALL CAP ETF 0.5%
Value ($000) $3,502 Shares 71,127 Est. Cost $55.01 Unrealized
NEE NEXTERA ENERGY INC 0.5%
Value ($000) $3,476 Shares 54,403 Est. Cost $56.41 Unrealized -1.8%
V VISA INC CLASS A 0.5%
Value ($000) $3,452 Shares 12,370 Est. Cost $146.52 Unrealized +85.9%
TGT TARGET CORP 0.4%
Value ($000) $3,405 Shares 19,214 Est. Cost $137.54 Unrealized +3.3%
AEP AMERICAN ELECTRIC POWER CO 0.4%
Value ($000) $3,358 Shares 38,997 Est. Cost $69.98 Unrealized +8.6%
CMI CUMMINS INC 0.4%
Value ($000) $3,342 Shares 11,344 Est. Cost $107.29 Unrealized +130.8%
CVS CVS HEALTH CORP 0.4%
Value ($000) $3,322 Shares 41,653 Est. Cost $58.59 Unrealized +20.9%
LLY ELI LILLY AND COMPANY 0.4%
Value ($000) $3,241 Shares 4,166 Est. Cost $179.19 Unrealized +292.0%
ADP AUTOMATIC DATA PROCESSING 0.4%
Value ($000) $3,054 Shares 12,227 Est. Cost $66.37 Unrealized +253.0%
DIS WALT DISNEY CO 0.4%
Value ($000) $2,938 Shares 24,011 Est. Cost $96.29 Unrealized +6.3%
XLE ENERGY SELECT SECTOR SPDR 0.4%
Value ($000) $2,897 Shares 30,687 Est. Cost $41.60 Unrealized
GLW CORNING INC 0.4%
Value ($000) $2,869 Shares 87,067 Est. Cost $27.45 Unrealized +10.9%
LMT LOCKHEED MARTIN CORP 0.4%
Value ($000) $2,847 Shares 6,259 Est. Cost $303.79 Unrealized +36.9%
T AT&T INC 0.4%
Value ($000) $2,845 Shares 161,728 Est. Cost $13.56 Unrealized +15.2%
ACWX ISHARES MSCI ACWI EX US ETF 0.4%
Value ($000) $2,720 Shares 50,961 Est. Cost $48.54 Unrealized
PSX PHILLIPS 66 0.4%
Value ($000) $2,684 Shares 16,434 Est. Cost $61.39 Unrealized +119.9%
DOW DOW INC 0.3%
Value ($000) $2,656 Shares 45,844 Est. Cost $35.28 Unrealized +38.8%
EFA ISHARES MSCI EAFE ETF 0.3%
Value ($000) $2,615 Shares 32,750 Est. Cost $61.36 Unrealized
ELV ELEVANCE HEALTH INC 0.3%
Value ($000) $2,608 Shares 5,029 Est. Cost $348.17 Unrealized +38.4%
UNP UNION PACIFIC CORP 0.3%
Value ($000) $2,539 Shares 10,326 Est. Cost $154.36 Unrealized +52.6%
PFF ISHARES US PREFERRED STOCK 0.3%
Value ($000) $2,514 Shares 78,036 Est. Cost $36.46 Unrealized
CSX CSX CORP 0.3%
Value ($000) $2,448 Shares 66,060 Est. Cost $27.61 Unrealized +28.5%
NSC NORFOLK SOUTHERN CORP 0.3%
Value ($000) $2,394 Shares 9,395 Est. Cost $123.91 Unrealized +91.9%
IXJ ISHARES GLOBAL HEALTHCARE 0.3%
Value ($000) $2,337 Shares 25,090 Est. Cost $84.18 Unrealized
MS MORGAN STANLEY 0.3%
Value ($000) $2,326 Shares 24,709 Est. Cost $66.96 Unrealized +24.3%
HON HONEYWELL INTL INC 0.3%
Value ($000) $2,307 Shares 11,241 Est. Cost $128.33 Unrealized +40.9%
USB US BANCORP 0.3%
Value ($000) $2,287 Shares 51,166 Est. Cost $33.22 Unrealized +16.3%
TMO THERMO FISHER SCIENTIFIC INC 0.3%
Value ($000) $2,284 Shares 3,929 Est. Cost $389.53 Unrealized +43.2%
EMXC ISHARES MSCI EM EX CHINA 0.3%
Value ($000) $2,257 Shares 39,214 Est. Cost $54.36 Unrealized
AVUV AVANTIS US SMALLCAP VALUE 0.3%
Value ($000) $2,242 Shares 23,922 Est. Cost $93.71 Unrealized
SYK STRYKER CORP 0.3%
Value ($000) $2,231 Shares 6,233 Est. Cost $107.67 Unrealized +206.8%
GIS GENERAL MILLS INC 0.3%
Value ($000) $2,230 Shares 31,868 Est. Cost $40.25 Unrealized +50.5%
PNC PNC FINL SVCS GROUP INC 0.3%
Value ($000) $1,976 Shares 12,230 Est. Cost $102.44 Unrealized +37.8%
KVUE KENVUE INC 0.3%
Value ($000) $1,914 Shares 89,246 Est. Cost $20.12 Unrealized -6.4%
SHY ISHARES 1-3 YR TREASURY BOND 0.3%
Value ($000) $1,909 Shares 23,343 Est. Cost $82.62 Unrealized
NKE NIKE INC CLASS B 0.2%
Value ($000) $1,897 Shares 20,185 Est. Cost $58.79 Unrealized +66.4%
SBUX STARBUCKS CORP 0.2%
Value ($000) $1,852 Shares 20,260 Est. Cost $76.23 Unrealized +16.2%
TRV TRAVELERS COMPANIES INC 0.2%
Value ($000) $1,812 Shares 7,875 Est. Cost $107.84 Unrealized +91.7%
APD AIR PRODUCTS & CHEMICALS INC 0.2%
Value ($000) $1,777 Shares 7,334 Est. Cost $196.59 Unrealized +18.3%
FLCA FRANKLIN FTSE CANADA 0.2%
Value ($000) $1,732 Shares 49,930 Est. Cost $32.39 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.2%
Value ($000) $1,722 Shares 41,228 Est. Cost $41.59 Unrealized
DMLP DORCHESTER MINERALS LP 0.2%
Value ($000) $1,686 Shares 50,010 Est. Cost $12.78 Unrealized
GUNR FLEXSHARES GLOBAL UPSTREAM NATURAL RESOURCES 0.2%
Value ($000) $1,602 Shares 39,015 Est. Cost $36.67 Unrealized
CL COLGATE PALMOLIVE CO 0.2%
Value ($000) $1,594 Shares 17,700 Est. Cost $64.56 Unrealized +26.0%
SRE SEMPRA ENERGY 0.2%
Value ($000) $1,577 Shares 21,960 Est. Cost $58.62 Unrealized +14.8%
GD GENERAL DYNAMICS CORP 0.2%
Value ($000) $1,561 Shares 5,526 Est. Cost $134.34 Unrealized +92.0%
BLACKROCK INC 0.2%
Value ($000) $1,496 Shares 1,795 Est. Cost $632.87 Unrealized
COP CONOCOPHILLIPS 0.2%
Value ($000) $1,486 Shares 11,679 Est. Cost $47.42 Unrealized +127.0%
GILD GILEAD SCIENCES INC 0.2%
Value ($000) $1,461 Shares 19,948 Est. Cost $57.64 Unrealized +24.9%
LAM RESEARCH CORP 0.2%
Value ($000) $1,456 Shares 1,499 Est. Cost $461.86 Unrealized
ADM ARCHER DANIELS MIDLAND CO 0.2%
Value ($000) $1,446 Shares 23,020 Est. Cost $63.00 Unrealized -13.0%
CAG CONAGRA FOODS INC 0.2%
Value ($000) $1,431 Shares 48,285 Est. Cost $30.05 Unrealized -14.5%
DE DEERE & COMPANY 0.2%
Value ($000) $1,417 Shares 3,450 Est. Cost $371.48 Unrealized +0.3%
CMCSA COMCAST CORP CLASS A 0.2%
Value ($000) $1,415 Shares 32,657 Est. Cost $31.06 Unrealized +30.8%
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $1,411 Shares 6,197 Est. Cost $75.29 Unrealized +169.5%
DHS WISDOMTREE US HIGH DIVIDEND ETF 0.2%
Value ($000) $1,406 Shares 16,231 Est. Cost $70.54 Unrealized
VGT VANGUARD INFO TECH ETF 0.2%
Value ($000) $1,398 Shares 2,667 Est. Cost $188.16 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.2%
Value ($000) $1,391 Shares 6,613 Est. Cost $155.28 Unrealized
KMB KIMBERLY CLARK CORP 0.2%
Value ($000) $1,367 Shares 10,572 Est. Cost $101.17 Unrealized +12.8%
BWA BORGWARNER INC 0.2%
Value ($000) $1,343 Shares 38,665 Est. Cost $36.44 Unrealized -12.6%
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.2%
Value ($000) $1,335 Shares 7,308 Est. Cost $81.14 Unrealized
ACWI ISHARES MSCI ACWI ETF 0.2%
Value ($000) $1,266 Shares 11,500 Est. Cost $99.22 Unrealized
GOOG ALPHABET INC CLASS C 0.2%
Value ($000) $1,224 Shares 8,040 Est. Cost $108.78 Unrealized +31.7%
EWC ISHARES MSCI CANADA ETF 0.2%
Value ($000) $1,218 Shares 31,825 Est. Cost $35.67 Unrealized
EXC EXELON CORP 0.2%
Value ($000) $1,192 Shares 31,731 Est. Cost $22.22 Unrealized +49.5%
KMI KINDER MORGAN INC 0.2%
Value ($000) $1,183 Shares 64,505 Est. Cost $14.25 Unrealized +12.2%
SPYM SPDR PORTFOLIO S&P 500 0.2%
Value ($000) $1,148 Shares 18,654 Est. Cost $52.58 Unrealized
XLB MATERIALS SELECT SECTOR SPDR 0.1%
Value ($000) $1,126 Shares 12,122 Est. Cost $55.61 Unrealized
BDX BECTON DICKINSON AND COMPANY 0.1%
Value ($000) $1,125 Shares 4,545 Est. Cost $134.38 Unrealized +71.6%
QQQ INVESCO QQQ TRUST 0.1%
Value ($000) $1,122 Shares 2,526 Est. Cost $244.42 Unrealized
VFH VANGUARD FINANCIALS ETF 0.1%
Value ($000) $1,115 Shares 10,893 Est. Cost $58.04 Unrealized
VOO VANGUARD S&P 500 ETF 0.1%
Value ($000) $1,087 Shares 2,261 Est. Cost $278.48 Unrealized
VIS VANGUARD INDUSTRIALS ETF 0.1%
Value ($000) $1,086 Shares 4,450 Est. Cost $107.90 Unrealized
MA MASTERCARD INC CLASS A 0.1%
Value ($000) $1,057 Shares 2,195 Est. Cost $278.91 Unrealized +62.3%
ALB ALBEMARLE CORP 0.1%
Value ($000) $1,034 Shares 7,850 Est. Cost $86.72 Unrealized +37.1%
WTRG ESSENTIAL UTILITIES INC 0.1%
Value ($000) $1,012 Shares 27,316 Est. Cost $46.08 Unrealized -21.3%
EFX EQUIFAX INC 0.1%
Value ($000) $1,003 Shares 3,750 Est. Cost $132.13 Unrealized +90.1%
MCK MCKESSON CORP 0.1%
Value ($000) $999 Shares 1,860 Est. Cost $161.50 Unrealized +211.7%
EOG EOG RESOURCES INC 0.1%
Value ($000) $975 Shares 7,624 Est. Cost $92.70 Unrealized +19.1%
FCX FREEPORT MCMORAN INC 0.1%
Value ($000) $973 Shares 20,700 Est. Cost $35.38 Unrealized +11.4%
USMV ISHARES EDGE MSCI MIN VOL USA ETF 0.1%
Value ($000) $968 Shares 11,585 Est. Cost $47.36 Unrealized
AME AMETEK INC 0.1%
Value ($000) $951 Shares 5,200 Est. Cost $90.92 Unrealized +87.1%
GLD SPDR GOLD SHARES 0.1%
Value ($000) $931 Shares 4,525 Est. Cost $126.59 Unrealized
IEF ISHARES 7-10 YEAR TSY BOND 0.1%
Value ($000) $910 Shares 9,617 Est. Cost $108.36 Unrealized
RY ROYAL BANK OF CANADA 0.1%
Value ($000) $897 Shares 8,888 Est. Cost $74.04 Unrealized +33.3%
D DOMINION ENERGY INC 0.1%
Value ($000) $864 Shares 17,562 Est. Cost $49.63 Unrealized -14.1%
WM WASTE MANAGEMENT INC 0.1%
Value ($000) $844 Shares 3,962 Est. Cost $112.75 Unrealized +69.4%
FSLR FIRST SOLAR, INC. 0.1%
Value ($000) $844 Shares 5,000 Est. Cost $79.13 Unrealized +94.3%
SPIB SPDR INTERM CORP BOND ETF 0.1%
Value ($000) $830 Shares 25,395 Est. Cost $32.61 Unrealized
IVW ISHARES S&P 500 GROWTH ETF 0.1%
Value ($000) $821 Shares 9,720 Est. Cost $84.04 Unrealized
AMT AMERICAN TOWER CORP 0.1%
Value ($000) $801 Shares 4,055 Est. Cost $203.71 Unrealized -8.6%
IVE ISHARES S&P 500 VALUE ETF 0.1%
Value ($000) $786 Shares 4,207 Est. Cost $107.38 Unrealized
MBB ISHARES TR BARCLYS MBS BD 0.1%
Value ($000) $754 Shares 8,158 Est. Cost $94.08 Unrealized
NBTB NBT BANCORP INC 0.1%
Value ($000) $752 Shares 20,495 Est. Cost $29.52 Unrealized +22.6%
MTD METTLER-TOLEDO INTL 0.1%
Value ($000) $666 Shares 500 Est. Cost $722.02 Unrealized +70.7%
BAC BANK OF AMERICA CORPORATION 0.1%
Value ($000) $656 Shares 17,303 Est. Cost $22.03 Unrealized +48.9%
VNQ VANGUARD REIT ETF 0.1%
Value ($000) $638 Shares 7,381 Est. Cost $79.52 Unrealized
GDX VANECK VECTORS GOLD MINERS ETF 0.1%
Value ($000) $632 Shares 20,000 Est. Cost $25.15 Unrealized
TD TORONTO DOMINION BANK 0.1%
Value ($000) $628 Shares 10,403 Est. Cost $46.43 Unrealized +30.1%
LEN LENNAR CORP CL A 0.1%
Value ($000) $621 Shares 3,610 Est. Cost $146.27 Unrealized 0.0%
DG DOLLAR GENERAL CORP 0.1%
Value ($000) $614 Shares 3,935 Est. Cost $137.76 Unrealized -0.9%
VCSH VANGUARD SHORT TERM CORP BOND ETF 0.1%
Value ($000) $611 Shares 7,904 Est. Cost $79.79 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.1%
Value ($000) $610 Shares 10,500 Est. Cost $30.49 Unrealized +80.2%
XLK TECHNOLOGY SELECT SECTOR SPDR ETF 0.1%
Value ($000) $588 Shares 2,821 Est. Cost $68.53 Unrealized
ETN EATON CORP PLC 0.1%
Value ($000) $583 Shares 1,865 Est. Cost $79.40 Unrealized +237.0%
SPYV SPDR PORTFOLIO S&P 500 VALUE 0.1%
Value ($000) $568 Shares 11,348 Est. Cost $29.37 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR ETF 0.1%
Value ($000) $558 Shares 3,775 Est. Cost $109.90 Unrealized
MDLZ MONDELEZ INTL INC CL A 0.1%
Value ($000) $554 Shares 7,921 Est. Cost $45.07 Unrealized +52.9%
PANW PALO ALTO NETWORKS INC 0.1%
Value ($000) $545 Shares 1,918 Est. Cost $157.74 Unrealized 0.0%
STZ CONSTELLATION BRANDS INC 0.1%
Value ($000) $544 Shares 2,000 Est. Cost $137.47 Unrealized +77.0%
JAAA JANUS DETROIT STREET TR HENDERSON AAA CLO 0.1%
Value ($000) $529 Shares 10,420 Est. Cost $50.74 Unrealized
SPYG SPDR PORTFOLIO S&P500 GROWTH 0.1%
Value ($000) $527 Shares 7,209 Est. Cost $37.24 Unrealized
IAU ISHARES GOLD TRUST 0.1%
Value ($000) $525 Shares 12,507 Est. Cost $33.70 Unrealized
GE GE AEROSPACE 0.1%
Value ($000) $493 Shares 2,808 Est. Cost $57.69 Unrealized +101.8%
PHYS SPROTT PHYSICAL GOLD TRUST 0.1%
Value ($000) $426 Shares 24,654 Est. Cost $14.31 Unrealized
SPGI S&P GLOBAL INC 0.1%
Value ($000) $426 Shares 1,001 Est. Cost $274.96 Unrealized +55.4%
ESGD ISHARES ESG MSCI EAFE ETF 0.1%
Value ($000) $407 Shares 5,088 Est. Cost $64.02 Unrealized
BND VANGUARD TOTAL BOND MRKT ETF 0.1%
Value ($000) $397 Shares 5,462 Est. Cost $78.72 Unrealized
WMB WILLIAMS COMPANIES INC 0.1%
Value ($000) $390 Shares 10,000 Est. Cost $20.43 Unrealized +61.5%
IJK ISHARES S&P MIDCAP 400 GROWTH ETF 0.1%
Value ($000) $388 Shares 4,255 Est. Cost $97.04 Unrealized
USFR WISDOMTREE FLOATING RATE TSY 0.1%
Value ($000) $384 Shares 7,641 Est. Cost $50.31 Unrealized
ZBH ZIMMER HOLDINGS INC 0.0%
Value ($000) $375 Shares 2,840 Est. Cost $130.28 Unrealized -5.9%
NFG NATIONAL FUEL GAS COMPANY 0.0%
Value ($000) $371 Shares 6,900 Est. Cost $53.64 Unrealized -7.8%
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $369 Shares 4,060 Est. Cost $59.81 Unrealized +40.6%
EZU ISHARES MSCI EUROZONE ETF 0.0%
Value ($000) $364 Shares 7,120 Est. Cost $49.27 Unrealized
ORCL ORACLE CORP 0.0%
Value ($000) $352 Shares 2,800 Est. Cost $47.25 Unrealized +137.8%
ESGE ISHARES ESG MSCI EM ETF 0.0%
Value ($000) $347 Shares 10,777 Est. Cost $36.34 Unrealized
BRK/B BERKSHIRE HATHAWAY INC B 0.0%
Value ($000) $328 Shares 780 Est. Cost $232.81 Unrealized +69.0%
MTB M & T BANK CORP 0.0%
Value ($000) $322 Shares 2,212 Est. Cost $101.35 Unrealized +28.9%
XLY CONSUMER DISCRET SEL SECT SPDR ETF 0.0%
Value ($000) $309 Shares 1,681 Est. Cost $133.43 Unrealized
HYG ISHARES IBOXX $ HIGH YIELD CORP BOND ETF 0.0%
Value ($000) $307 Shares 3,950 Est. Cost $85.91 Unrealized
VUG VANGUARD GROWTH ETF 0.0%
Value ($000) $298 Shares 865 Est. Cost $225.93 Unrealized
SYY SYSCO CORP 0.0%
Value ($000) $273 Shares 3,365 Est. Cost $33.25 Unrealized +124.4%
SRLN SPDR BLACKSTONE/GSO SENIOR LOAN ETF 0.0%
Value ($000) $272 Shares 6,455 Est. Cost $46.07 Unrealized
TT TRANE TECHNOLOGIES PLC 0.0%
Value ($000) $270 Shares 900 Est. Cost $93.73 Unrealized +184.9%
TJX TJX COMPANIES 0.0%
Value ($000) $266 Shares 2,618 Est. Cost $44.76 Unrealized +111.4%
EIX EDISON INTL 0.0%
Value ($000) $264 Shares 3,727 Est. Cost $51.38 Unrealized +21.8%
PAYX PAYCHEX INC 0.0%
Value ($000) $255 Shares 2,075 Est. Cost $92.17 Unrealized +24.4%
ECL ECOLAB INC 0.0%
Value ($000) $254 Shares 1,100 Est. Cost $149.57 Unrealized +39.0%
CRM SALESFORCE INC 0.0%
Value ($000) $253 Shares 839 Est. Cost $246.36 Unrealized +15.7%
JSI JANUS HENDERSON SECURITIZED INCOME ETF 0.0%
Value ($000) $245 Shares 4,752 Est. Cost $51.62 Unrealized
AWK AMERICAN WATER WORKS CO INC 0.0%
Value ($000) $244 Shares 2,000 Est. Cost $110.54 Unrealized +6.6%
ROP ROPER INDS INC 0.0%
Value ($000) $243 Shares 433 Est. Cost $333.07 Unrealized +61.8%
WFC WELLS FARGO & CO 0.0%
Value ($000) $239 Shares 4,125 Est. Cost $40.08 Unrealized +25.1%
XLP CONSUMER STAPLES SECTOR SPDR 0.0%
Value ($000) $235 Shares 3,075 Est. Cost $61.44 Unrealized
VB VANGUARD SMALLCAP ETF 0.0%
Value ($000) $234 Shares 1,025 Est. Cost $135.45 Unrealized
XLU UTILITIES SELECT SECTOR SPDR 0.0%
Value ($000) $228 Shares 3,475 Est. Cost $60.88 Unrealized
GLDM SPDR GOLD MINISHARES 0.0%
Value ($000) $213 Shares 4,844 Est. Cost $40.83 Unrealized
NFLX NETFLIX INC 0.0%
Value ($000) $213 Shares 350 Est. Cost $42.66 Unrealized +32.2%
SGOV ISHARES 0-3 MONTH TREASURY 0.0%
Value ($000) $209 Shares 2,074 Est. Cost $100.46 Unrealized
CHD CHURCH & DWIGHT CO INC 0.0%
Value ($000) $209 Shares 2,000 Est. Cost $66.06 Unrealized +48.1%
BHP BHP GROUP LTD ADR 0.0%
Value ($000) $202 Shares 3,500 Est. Cost $44.58 Unrealized
TMP TOMPKINS FINANCIAL CORP 0.0%
Value ($000) $201 Shares 4,000 Est. Cost $46.77 Unrealized -0.3%
MET METLIFE INC 0.0%
Value ($000) $195 Shares 2,635 Est. Cost $51.90 Unrealized +27.2%
VBR VANGUARD SMALLCAP VALUE ETF 0.0%
Value ($000) $192 Shares 1,000 Est. Cost $108.04 Unrealized
AEE AMEREN CORPORATION 0.0%
Value ($000) $185 Shares 2,498 Est. Cost $29.40 Unrealized +127.7%
VXUS VANGUARD TOTAL INTL STOCK ETF 0.0%
Value ($000) $181 Shares 2,997 Est. Cost $54.37 Unrealized
BA BOEING COMPANY 0.0%
Value ($000) $174 Shares 900 Est. Cost $134.65 Unrealized +52.6%
BIIB BIOGEN INC 0.0%
Value ($000) $173 Shares 800 Est. Cost $264.15 Unrealized -11.3%
FOXA FOX CORP 0.0%
Value ($000) $172 Shares 5,500 Est. Cost $33.56 Unrealized -11.5%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $164 Shares 1,789 Est. Cost $63.74 Unrealized +33.3%
SCHP SCHWAB US TIPS ETF 0.0%
Value ($000) $162 Shares 3,106 Est. Cost $52.20 Unrealized
NVS NOVARTIS AG ADR 0.0%
Value ($000) $157 Shares 1,628 Est. Cost $90.29 Unrealized
TM TOYOTA MOTOR CORP 0.0%
Value ($000) $151 Shares 600 Est. Cost $136.08 Unrealized
TSLA TESLA MOTORS INC 0.0%
Value ($000) $151 Shares 859 Est. Cost $198.86 Unrealized -1.8%
CROX CROCS INC 0.0%
Value ($000) $149 Shares 1,035 Est. Cost $93.99 Unrealized +21.2%
FIS FIDELITY NATL INFORMATION SV 0.0%
Value ($000) $148 Shares 2,000 Est. Cost $116.22 Unrealized -46.1%
CI CIGNA GROUP 0.0%
Value ($000) $145 Shares 400 Est. Cost $182.59 Unrealized +74.0%
PREF PRINCIPAL SPECTRUM PFD SEC 0.0%
Value ($000) $145 Shares 8,000 Est. Cost $28.98 Unrealized
MMM 3M COMPANY 0.0%
Value ($000) $143 Shares 1,345 Est. Cost $98.38 Unrealized -19.4%
META META PLATFORMS INC 0.0%
Value ($000) $136 Shares 280 Est. Cost $193.66 Unrealized +128.9%
IBTK ISHARES IBONDS DEC 2030 TERM TSY ETF 0.0%
Value ($000) $134 Shares 6,913 Est. Cost $19.57 Unrealized
SLB SLB 0.0%
Value ($000) $133 Shares 2,434 Est. Cost $57.18 Unrealized -16.4%
XLI SPDR INDUSTRIALS (XLI) 0.0%
Value ($000) $131 Shares 1,040 Est. Cost $100.40 Unrealized
XLF SPDR FINANCIAL SELECT SECTOR 0.0%
Value ($000) $130 Shares 3,076 Est. Cost $30.59 Unrealized
SO SOUTHERN COMPANY 0.0%
Value ($000) $126 Shares 1,750 Est. Cost $40.88 Unrealized +58.4%
VGLT VANGUARD LONG TERM TREASURY 0.0%
Value ($000) $125 Shares 2,112 Est. Cost $59.50 Unrealized
BAX BAXTER INTERNATIONAL INC 0.0%
Value ($000) $125 Shares 2,925 Est. Cost $61.79 Unrealized -37.0%
BSV VANGUARD SHORT TERM BOND ETF 0.0%
Value ($000) $124 Shares 1,615 Est. Cost $79.76 Unrealized
DUK DUKE ENERGY CORP 0.0%
Value ($000) $121 Shares 1,250 Est. Cost $60.37 Unrealized +46.5%
DHR DANAHER CORP 0.0%
Value ($000) $109 Shares 435 Est. Cost $148.82 Unrealized +62.3%
NWFL NORWOOD FINANCIAL CORP 0.0%
Value ($000) $109 Shares 3,992 Est. Cost $29.61 Unrealized -6.2%
IP INTERNATIONAL PAPER CO 0.0%
Value ($000) $107 Shares 2,731 Est. Cost $33.78 Unrealized -0.5%
HDV ISHARES CORE HIGH DIVIDEND 0.0%
Value ($000) $106 Shares 960 Est. Cost $85.55 Unrealized
IR INGERSOLL RAND INC 0.0%
Value ($000) $104 Shares 1,095 Est. Cost $31.60 Unrealized +170.2%
TMUS T MOBILE US INC 0.0%
Value ($000) $103 Shares 632 Est. Cost $138.73 Unrealized +14.0%
L LOEWS CORP 0.0%
Value ($000) $102 Shares 1,300 Est. Cost $35.50 Unrealized +107.1%
GSST GOLDMAN SACHS ACCESS ULTRAST 0.0%
Value ($000) $101 Shares 2,000 Est. Cost $50.50 Unrealized
MINT PIMCO ENHANCED SHORT MATURE ACTIVE ETF 0.0%
Value ($000) $101 Shares 1,000 Est. Cost $101.95 Unrealized
CTVA CORTEVA INC 0.0%
Value ($000) $100 Shares 1,727 Est. Cost $27.43 Unrealized +84.5%
VUSB VANGUARD ULTRA SHORT TERM 0.0%
Value ($000) $99 Shares 2,000 Est. Cost $50.00 Unrealized
IGSB ISHARES SHORT TERM CORP BOND 0.0%
Value ($000) $97 Shares 1,900 Est. Cost $77.37 Unrealized
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $96 Shares 200 Est. Cost $181.39 Unrealized +145.8%
FDX FEDEX CORP 0.0%
Value ($000) $96 Shares 330 Est. Cost $226.10 Unrealized +6.1%
LDUR PIMCO ENHANCED LOW DURATION 0.0%
Value ($000) $95 Shares 1,000 Est. Cost $101.81 Unrealized
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $92 Shares 960 Est. Cost $77.87 Unrealized +7.9%
SNA SNAP ON INC 0.0%
Value ($000) $89 Shares 300 Est. Cost $207.93 Unrealized +29.8%
KHC KRAFT HEINZ COMPANY 0.0%
Value ($000) $86 Shares 2,333 Est. Cost $35.47 Unrealized -7.5%
TDY TELEDYNE TECHNOLOGIES INC 0.0%
Value ($000) $80 Shares 187 Est. Cost $88.71 Unrealized +383.4%
ADBE ADOBE INC 0.0%
Value ($000) $78 Shares 154 Est. Cost $340.55 Unrealized +68.3%
NGG NATIONAL GRID PLC ADR 0.0%
Value ($000) $73 Shares 1,073 Est. Cost $63.43 Unrealized
LIN LINDE PLC 0.0%
Value ($000) $70 Shares 150 Est. Cost $322.30 Unrealized +31.0%
MO ALTRIA GROUP INC 0.0%
Value ($000) $70 Shares 1,595 Est. Cost $29.52 Unrealized +20.9%
MPC MARATHON PETROLEUM CORP 0.0%
Value ($000) $69 Shares 344 Est. Cost $37.88 Unrealized +333.9%
GEHC GE HEALTHCARE TECH 0.0%
Value ($000) $68 Shares 745 Est. Cost $71.08 Unrealized +16.7%
BN BROOKFIELD CORP NPV 0.0%
Value ($000) $64 Shares 1,528 Est. Cost $21.90 Unrealized +21.6%
C CITIGROUP INC 0.0%
Value ($000) $63 Shares 1,000 Est. Cost $52.53 Unrealized 0.0%
AMCOR PLC 0.0%
Value ($000) $63 Shares 6,650 Est. Cost $8.76 Unrealized -0.5%
STT STATE STREET CORP 0.0%
Value ($000) $62 Shares 800 Est. Cost $60.59 Unrealized +14.8%
WTM WHITE MTNS INS GROUP LTD 0.0%
Value ($000) $61 Shares 34 Est. Cost $1090.77 Unrealized +53.7%
BK BANK OF NEW YORK MELLON CORP 0.0%
Value ($000) $59 Shares 1,025 Est. Cost $32.93 Unrealized +60.0%
GAP GAP INC 0.0%
Value ($000) $55 Shares 2,000 Est. Cost $22.43 Unrealized -11.2%
PAA PLAINS ALL AMERICAN PIPELINE 0.0%
Value ($000) $53 Shares 3,000 Est. Cost $9.88 Unrealized
PFIS PEOPLES FINL SVCS CORP 0.0%
Value ($000) $53 Shares 1,218 Est. Cost $33.02 Unrealized +18.6%
CEG CONSTELLATION ENERGY CORP 0.0%
Value ($000) $52 Shares 282 Est. Cost $60.44 Unrealized +132.2%
SLV ISHARES SILVER TRUST 0.0%
Value ($000) $51 Shares 2,255 Est. Cost $15.59 Unrealized
LQD ISHARES IBOXX $ INVMT GRADE CORP BOND ETF 0.0%
Value ($000) $50 Shares 459 Est. Cost $122.30 Unrealized
ORANY ORANGE SA ADR 0.0%
Value ($000) $47 Shares 4,000 Est. Cost $11.00 Unrealized
KELLANOVA COMPANY 0.0%
Value ($000) $46 Shares 800 Est. Cost $60.91 Unrealized -14.7%
ALLE ALLEGION PLC 0.0%
Value ($000) $45 Shares 331 Est. Cost $63.16 Unrealized +98.4%
FBIN FORTUNE BRANDS HOME & SEC 0.0%
Value ($000) $41 Shares 480 Est. Cost $57.83 Unrealized +32.7%
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $40 Shares 400 Est. Cost $47.48 Unrealized +88.6%
TS TENARIS SA ADR 0.0%
Value ($000) $39 Shares 1,000 Est. Cost $30.06 Unrealized
HSY HERSHEY CO 0.0%
Value ($000) $39 Shares 200 Est. Cost $102.74 Unrealized +77.2%
ENB ENBRIDGE INC 0.0%
Value ($000) $38 Shares 1,049 Est. Cost $21.58 Unrealized +46.2%
ICLN ISHARES GLOBAL CLEAN ENERGY 0.0%
Value ($000) $36 Shares 2,600 Est. Cost $23.42 Unrealized
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $35 Shares 120 Est. Cost $181.80 Unrealized +53.3%
MDT MEDTRONIC PLC 0.0%
Value ($000) $35 Shares 400 Est. Cost $68.60 Unrealized +17.6%
MUSA MURPHY USA INC 0.0%
Value ($000) $34 Shares 82 Est. Cost $184.28 Unrealized +110.3%
F FORD MOTOR COMPANY 0.0%
Value ($000) $33 Shares 2,500 Est. Cost $9.13 Unrealized +17.0%
MLPA GLOBAL X MLP ETF 0.0%
Value ($000) $33 Shares 680 Est. Cost $39.71 Unrealized
PRU PRUDENTIAL FINANCIAL INC 0.0%
Value ($000) $32 Shares 273 Est. Cost $53.73 Unrealized +83.5%
EPD ENTERPRISE PRODS PARTNERS LP 0.0%
Value ($000) $32 Shares 1,098 Est. Cost $24.40 Unrealized
EMN EASTMAN CHEMICAL CO 0.0%
Value ($000) $32 Shares 316 Est. Cost $54.23 Unrealized +50.2%
OKE ONEOK INC 0.0%
Value ($000) $32 Shares 394 Est. Cost $32.05 Unrealized +108.2%
UBS UBS GROUP AG 0.0%
Value ($000) $31 Shares 1,000 Est. Cost $15.37 Unrealized +92.2%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.0%
Value ($000) $30 Shares 600 Est. Cost $41.50 Unrealized
MU MICRON TECHNOLOGY 0.0%
Value ($000) $29 Shares 250 Est. Cost $64.41 Unrealized +39.5%
PPG PPG INDUSTRIES INC 0.0%
Value ($000) $29 Shares 200 Est. Cost $93.16 Unrealized +45.9%
IBTI ISHARES IBONDS DEC 2028 TERM 0.0%
Value ($000) $29 Shares 1,315 Est. Cost $21.90 Unrealized
BP BP PLC ADR 0.0%
Value ($000) $28 Shares 738 Est. Cost $37.48 Unrealized
SPSM SPDR PORTFOLIO SMALLCAP ETF 0.0%
Value ($000) $27 Shares 638 Est. Cost $33.36 Unrealized
JBL JABIL CIRCUIT INC. 0.0%
Value ($000) $27 Shares 200 Est. Cost $31.79 Unrealized +320.7%
ET ENERGY TRANSFER EQUITY LP 0.0%
Value ($000) $27 Shares 1,700 Est. Cost $12.92 Unrealized
DJT TRUMP MEDIA & TECHNOLOGY GROCOM 0.0%
Value ($000) $26 Shares 425 Est. Cost $38.79 Unrealized 0.0%
IGIB ISHARES INTERMEDIATE CREDIT BOND ETF 0.0%
Value ($000) $26 Shares 496 Est. Cost $64.85 Unrealized
CDW CDW CORPORATION 0.0%
Value ($000) $26 Shares 100 Est. Cost $206.08 Unrealized +12.4%
PHM PULTE GROUP INC 0.0%
Value ($000) $25 Shares 210 Est. Cost $41.81 Unrealized +153.0%
IQV IQVIA HLDGS INC 0.0%
Value ($000) $25 Shares 100 Est. Cost $127.87 Unrealized +82.6%
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $24 Shares 655 Est. Cost $13.89 Unrealized +133.0%
NUVEEN AMT FREE MUNI CR INC 0.0%
Value ($000) $24 Shares 2,000 Est. Cost $12.15 Unrealized
OLN OLIN CORP 0.0%
Value ($000) $24 Shares 400 Est. Cost $49.56 Unrealized +2.9%
WBS WEBSTER FINANCIAL CORP 0.0%
Value ($000) $24 Shares 463 Est. Cost $59.37 Unrealized -17.6%
AFL AFLAC INC 0.0%
Value ($000) $23 Shares 273 Est. Cost $50.12 Unrealized +57.1%
J JACOBS SOLUTIONS INC 0.0%
Value ($000) $23 Shares 150 Est. Cost $100.68 Unrealized +14.5%
ARI APOLLO COMM REAL ESTATE 0.0%
Value ($000) $22 Shares 2,000 Est. Cost $10.50 Unrealized
TSLX SIXTH ST SPECIALTY LENDING 0.0%
Value ($000) $21 Shares 1,000 Est. Cost $19.22 Unrealized +11.8%
ARCC ARES CAPITAL CORPORATION 0.0%
Value ($000) $21 Shares 1,000 Est. Cost $14.66 Unrealized +15.8%
AMAT APPLIED MATERIALS INC 0.0%
Value ($000) $21 Shares 100 Est. Cost $117.06 Unrealized +54.1%
MOH MOLINA HEALTHCARE INC 0.0%
Value ($000) $21 Shares 50 Est. Cost $206.44 Unrealized +87.7%
ZBRA ZEBRA TECHNOLOGIES CORP CL A 0.0%
Value ($000) $20 Shares 67 Est. Cost $336.52 Unrealized -20.5%
OCSL OAKTREE SPECIALTY LENDING 0.0%
Value ($000) $20 Shares 1,000 Est. Cost $19.92 Unrealized +1.4%
INVESCO MUNICIPAL TRUST 0.0%
Value ($000) $19 Shares 2,000 Est. Cost $9.70 Unrealized
RSG REPUBLIC SERVICES INC 0.0%
Value ($000) $19 Shares 100 Est. Cost $83.07 Unrealized +109.0%
CPB CAMPBELL SOUP CO 0.0%
Value ($000) $18 Shares 400 Est. Cost $47.12 Unrealized -14.2%
AB ALLIANCEBERNSTEIN HLDG LP 0.0%
Value ($000) $17 Shares 500 Est. Cost $34.36 Unrealized
ALL THE ALLSTATE CORPORATION 0.0%
Value ($000) $17 Shares 100 Est. Cost $98.38 Unrealized +54.4%
LIBERTY ALL STAR EQUITY FD 0.0%
Value ($000) $17 Shares 2,402 Est. Cost $6.80 Unrealized
VGIT VANGUARD INTERM-TERM GOVT BDETF 0.0%
Value ($000) $17 Shares 290 Est. Cost $59.89 Unrealized
GLOBAL X 1-3 MONTH T-BILL 0.0%
Value ($000) $17 Shares 664 Est. Cost $25.11 Unrealized
MEDP MEDPACE HOLDINGS INC 0.0%
Value ($000) $16 Shares 40 Est. Cost $206.82 Unrealized +70.0%
EEM ISHARES MSCI EMERGING MKTS ETF 0.0%
Value ($000) $16 Shares 393 Est. Cost $42.12 Unrealized
BAM BROOKFIELD ASSET MGMT LTD 0.0%
Value ($000) $16 Shares 382 Est. Cost $27.10 Unrealized +40.1%
FNV FRANCO NEVADA CORP 0.0%
Value ($000) $16 Shares 132 Est. Cost $44.81 Unrealized +141.6%
EL ESTEE LAUDER COMP INC CL A 0.0%
Value ($000) $15 Shares 100 Est. Cost $175.92 Unrealized -22.3%
BSCS INVESCO BULLETSHARES 2028 CORP BOND 0.0%
Value ($000) $15 Shares 755 Est. Cost $20.27 Unrealized
UNILEVER PLC ADR 0.0%
Value ($000) $15 Shares 300 Est. Cost $50.18 Unrealized
MUR MURPHY OIL CORPORATION 0.0%
Value ($000) $15 Shares 328 Est. Cost $30.71 Unrealized +20.1%
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $15 Shares 1,716 Est. Cost $14.14 Unrealized -31.8%
ESGU ISHARES TR ESG MSCI USA ETF (ESGU) 0.0%
Value ($000) $14 Shares 125 Est. Cost $79.45 Unrealized
WU WESTERN UNION CO 0.0%
Value ($000) $14 Shares 1,000 Est. Cost $13.98 Unrealized
WESTERN ASSET EMERGING MKT 0.0%
Value ($000) $14 Shares 1,454 Est. Cost $9.61 Unrealized
SPH SUBURBAN PROPANE PARTNERS LP 0.0%
Value ($000) $13 Shares 660 Est. Cost $15.46 Unrealized
DGII DIGI INTL INC 0.0%
Value ($000) $13 Shares 400 Est. Cost $10.69 Unrealized +161.2%
AGCO AGCO CORP 0.0%
Value ($000) $12 Shares 100 Est. Cost $64.19 Unrealized +73.2%
COHR COHERENT CORP 0.0%
Value ($000) $12 Shares 200 Est. Cost $47.89 Unrealized +14.5%
BCE BCE INC 0.0%
Value ($000) $12 Shares 340 Est. Cost $33.07 Unrealized -1.7%
HTGC HERCULES CAPITAL INC 0.0%
Value ($000) $12 Shares 625 Est. Cost $15.82 Unrealized +12.2%
XLC SELECT SECTOR SPDR TR COMMUNICATION 0.0%
Value ($000) $11 Shares 139 Est. Cost $64.78 Unrealized
A AGILENT TECHNOLOGIES INC 0.0%
Value ($000) $11 Shares 76 Est. Cost $63.50 Unrealized +112.9%
O REALTY INCOME CORP 0.0%
Value ($000) $10 Shares 180 Est. Cost $44.62 Unrealized +9.0%
VPU VANGUARD UTILITIES ETF 0.0%
Value ($000) $9 Shares 65 Est. Cost $104.37 Unrealized
DKNG DRAFTKINGS INC CL A 0.0%
Value ($000) $9 Shares 200 Est. Cost $14.08 Unrealized +189.1%
GM GENERAL MOTORS CO 0.0%
Value ($000) $9 Shares 200 Est. Cost $36.67 Unrealized +3.6%
ESE ESCO TECHNOLOGIES 0.0%
Value ($000) $9 Shares 84 Est. Cost $85.44 Unrealized +19.5%
MBC MASTERBRAND INC 0.0%
Value ($000) $9 Shares 480 Est. Cost $8.19 Unrealized +93.5%
HOG HARLEY DAVIDSON INC 0.0%
Value ($000) $9 Shares 200 Est. Cost $61.89 Unrealized -40.3%
VTRS VIATRIS INC 0.0%
Value ($000) $9 Shares 722 Est. Cost $10.46 Unrealized +5.5%
SUSC ISHARES ESG USD CORP BOND 0.0%
Value ($000) $9 Shares 375 Est. Cost $23.01 Unrealized
NXST NEXSTAR MEDIA GROUP INC 0.0%
Value ($000) $9 Shares 50 Est. Cost $111.16 Unrealized +38.9%
INFU INFUSYSTEMS HOLDINGS INC 0.0%
Value ($000) $9 Shares 1,000 Est. Cost $3.18 Unrealized +195.6%
SUSB ISHARES TR ESG AWRE 1 5 YR 0.0%
Value ($000) $9 Shares 350 Est. Cost $25.32 Unrealized
PYPL PAYPAL HOLDINGS INC 0.0%
Value ($000) $8 Shares 125 Est. Cost $81.79 Unrealized -25.1%
WAB WABTEC CORP 0.0%
Value ($000) $8 Shares 57 Est. Cost $95.65 Unrealized +40.3%
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $8 Shares 73 Est. Cost $59.26 Unrealized +76.5%
KEY KEYCORP 0.0%
Value ($000) $8 Shares 500 Est. Cost $10.83 Unrealized +21.6%
JUST GOLDMAN SACHS JUST US LARGE CAP EQUITY ETF 0.0%
Value ($000) $8 Shares 105 Est. Cost $58.40 Unrealized
STAG STAG INDL INC 0.0%
Value ($000) $8 Shares 200 Est. Cost $30.00 Unrealized
PBW INVESCO WILDERHILL CLEAN ENERGY ETF 0.0%
Value ($000) $7 Shares 323 Est. Cost $44.50 Unrealized
EMNT PIMCO ENHANCED SHORT MAT ESG 0.0%
Value ($000) $7 Shares 75 Est. Cost $100.77 Unrealized
VALE VALE SA SPONSORED ADS 0.0%
Value ($000) $7 Shares 600 Est. Cost $15.86 Unrealized
BSCT INVESCO BULLETSHS CORP ETF 0.0%
Value ($000) $7 Shares 380 Est. Cost $18.54 Unrealized
EQUITRANS MIDSTREAM CORP 0.0%
Value ($000) $6 Shares 500 Est. Cost $9.56 Unrealized
AIM IMMUNOTECH INC 0.0%
Value ($000) $6 Shares 13,226 Est. Cost $2.27 Unrealized
FPE FIRST TR PFD SEC AND INC 0.0%
Value ($000) $6 Shares 352 Est. Cost $17.31 Unrealized
BBT BERKSHIRE HILLS BANCORP INC 0.0%
Value ($000) $6 Shares 264 Est. Cost $18.71 Unrealized +13.9%
NWL NEWELL RUBBERMAID INC 0.0%
Value ($000) $6 Shares 725 Est. Cost $12.43 Unrealized -41.4%
INCY INCYTE CORP 0.0%
Value ($000) $6 Shares 100 Est. Cost $96.40 Unrealized -37.7%
GABELLI EQUITY TR INC 0.0%
Value ($000) $6 Shares 1,000 Est. Cost $5.00 Unrealized
MRNA MODERNA INC 0.0%
Value ($000) $5 Shares 50 Est. Cost $164.97 Unrealized -38.9%
MTG MGIC INVESTMENT CORP 0.0%
Value ($000) $5 Shares 238 Est. Cost $19.95 Unrealized 0.0%
SJM JM SMUCKER COMPANY 0.0%
Value ($000) $5 Shares 38 Est. Cost $136.97 Unrealized -14.0%
FISI FINANCIAL INSTITUTIONS INC 0.0%
Value ($000) $5 Shares 250 Est. Cost $17.92 Unrealized 0.0%
RBBN RIBBONS COMMUNICATIONS INC 0.0%
Value ($000) $4 Shares 1,400 Est. Cost $8.28 Unrealized -63.2%
ZIMVIE INC 0.0%
Value ($000) $4 Shares 260 Est. Cost $21.84 Unrealized
TDC TERADATA CORP 0.0%
Value ($000) $4 Shares 108 Est. Cost $32.17 Unrealized +31.1%
DCOM DIME CMNTY BANCSHARES INC 0.0%
Value ($000) $4 Shares 200 Est. Cost $23.82 Unrealized -18.1%
NEW YORK CMNTY BANCORP INC 0.0%
Value ($000) $4 Shares 1,175 Est. Cost $8.89 Unrealized
KLG WK KELLOGG CO 0.0%
Value ($000) $4 Shares 200 Est. Cost $13.14 Unrealized
CPNG COUPANG INC CL A 0.0%
Value ($000) $4 Shares 200 Est. Cost $17.65 Unrealized -7.3%
SNAP SNAP INC 0.0%
Value ($000) $3 Shares 300 Est. Cost $10.38 Unrealized +29.1%
CRSP CRISPR THERAPEUTICS AG 0.0%
Value ($000) $3 Shares 50 Est. Cost $71.59 Unrealized 0.0%
BARRICK GOLD CORPORATION 0.0%
Value ($000) $3 Shares 200 Est. Cost $16.85 Unrealized
CRBN ISHARES MSCI ACWI LOW CARBON 0.0%
Value ($000) $3 Shares 17 Est. Cost $171.43 Unrealized
HANESBRANDS INC 0.0%
Value ($000) $3 Shares 500 Est. Cost $5.25 Unrealized
GRNB VANECK VECTORS ETF TR GREEN BD ETF 0.0%
Value ($000) $2 Shares 100 Est. Cost $28.25 Unrealized
CVMC ETF CALVERT US MID-CAP CORE 0.0%
Value ($000) $2 Shares 40 Est. Cost $48.83 Unrealized
ESML ISHARES ESG AWARE MSCI SMALLCAP ETF 0.0%
Value ($000) $2 Shares 51 Est. Cost $41.99 Unrealized
REGULUS THERAPEUTICS INC 0.0%
Value ($000) $2 Shares 690 Est. Cost $1.45 Unrealized
GABELLI UTILITY TRUST 0.0%
Value ($000) $2 Shares 330 Est. Cost $7.83 Unrealized
GABELLI MULTIMEDIA TR INC 0.0%
Value ($000) $2 Shares 299 Est. Cost $7.80 Unrealized
CC THE CHEMOURS CO 0.0%
Value ($000) $2 Shares 60 Est. Cost $30.76 Unrealized -14.4%
LPRO OPEN LENDING CORP 0.0%
Value ($000) $1 Shares 200 Est. Cost $7.04 Unrealized +4.8%
TTWO TAKETWO INTERACTIVE SOFTWAREINC 0.0%
Value ($000) $1 Shares 8 Est. Cost $155.25 Unrealized 0.0%
UAA UNDER ARMOUR INC CL A 0.0%
Value ($000) $1 Shares 150 Est. Cost $7.96 Unrealized 0.0%
UA UNDER ARMOUR INC CL C 0.0%
Value ($000) $1 Shares 151 Est. Cost $7.66 Unrealized 0.0%
WDS WOODSIDE ENERGY GROUP LTD 0.0%
Value ($000) $1 Shares 54 Est. Cost $20.00 Unrealized
VLTO VERALTO CORP 0.0%
Value ($000) $1 Shares 11 Est. Cost $73.75 Unrealized +11.5%
CEL SCI CORP 0.0%
Value ($000) $1 Shares 500 Est. Cost $8.92 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 -46.8%
KD KYNDRYL HOLDINGS INC 0.0%
Value ($000) $0 Shares 10 Est. Cost $21.59 Unrealized -1.5%
AGENUS INC 0.0%
Value ($000) $0 Shares 300 Est. Cost $3.33 Unrealized
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 -41.1%