ADIRONDACK TRUST CO Diversified Active

CIK: 0001054257 · Show all filings

Period: Q2 2022 (← Previous) (Next →)

Filing Date: Jul 6, 2022

Total Value ($000): $186,520 (100.0% shares, 0.0% debt)

Holdings (464)

SPY SPDR S & P 500 ETF TRUST 9.4%
Value ($000) $17,453 Shares 46,264 Est. Cost $204.32 Unrealized
AAPL APPLE INC 5.8%
Value ($000) $10,909 Shares 79,793 Est. Cost $88.09 Unrealized +68.7%
TIP ISHARES TIPS BOND ETF 3.8%
Value ($000) $7,019 Shares 61,621 Est. Cost $113.23 Unrealized
MSFT MICROSOFT CORP 3.5%
Value ($000) $6,571 Shares 25,588 Est. Cost $39.98 Unrealized +558.9%
AGG ISHARES CORE TOTAL US AGGREGATE BOND ETF 2.5%
Value ($000) $4,694 Shares 46,162 Est. Cost $117.14 Unrealized
JNJ JOHNSON & JOHNSON 2.5%
Value ($000) $4,623 Shares 26,042 Est. Cost $69.94 Unrealized +128.7%
MDY S & P MIDCAP 400 DEPOSITORY RECEIPTS ETF 2.4%
Value ($000) $4,551 Shares 11,005 Est. Cost $217.38 Unrealized
PG PROCTER & GAMBLE CO 2.4%
Value ($000) $4,519 Shares 31,429 Est. Cost $62.48 Unrealized +119.8%
VTHR ETF VANGUARD RUSSELL 3000 2.3%
Value ($000) $4,199 Shares 24,846 Est. Cost $101.30 Unrealized
AMZN AMAZON. COM, INC 2.2%
Value ($000) $4,063 Shares 38,255 Est. Cost $121.27 Unrealized +3.2%
PEP PEPSICO INC 2.0%
Value ($000) $3,738 Shares 22,425 Est. Cost $61.35 Unrealized +144.2%
IJR ISHARES CORE S&P SMALL-CAP ETF 1.8%
Value ($000) $3,385 Shares 36,630 Est. Cost $80.49 Unrealized
PFE PFIZER INC 1.7%
Value ($000) $3,213 Shares 61,289 Est. Cost $29.75 Unrealized +41.2%
MCD MCDONALDS CORP 1.6%
Value ($000) $3,056 Shares 12,378 Est. Cost $88.67 Unrealized +155.3%
HD HOME DEPOT INC 1.5%
Value ($000) $2,814 Shares 10,260 Est. Cost $100.25 Unrealized +168.4%
BRK/B BERKSHIRE HATHAWAY INC. DEL CLASS B 1.4%
Value ($000) $2,640 Shares 9,672 Est. Cost $169.08 Unrealized +85.5%
LMT LOCKHEED MARTIN CORP 1.4%
Value ($000) $2,625 Shares 6,105 Est. Cost $178.54 Unrealized +122.9%
JPM JPMORGAN CHASE & CO COM 1.3%
Value ($000) $2,487 Shares 22,080 Est. Cost $64.64 Unrealized +74.9%
ABBV ABBVIE INC. 1.3%
Value ($000) $2,458 Shares 16,050 Est. Cost $55.55 Unrealized +141.4%
BMY BRISTOL MYERS SQUIBB CO 1.3%
Value ($000) $2,410 Shares 31,299 Est. Cost $35.11 Unrealized +85.0%
CVX CHEVRON CORPORATION 1.3%
Value ($000) $2,390 Shares 16,508 Est. Cost $82.31 Unrealized +73.4%
NEE NEXTERA ENERGY INC 1.3%
Value ($000) $2,377 Shares 30,690 Est. Cost $53.96 Unrealized +27.6%
VZ VERIZON COMMUNICATIONS INC 1.2%
Value ($000) $2,211 Shares 43,564 Est. Cost $32.24 Unrealized +24.4%
INTC INTEL CORP 1.2%
Value ($000) $2,167 Shares 57,927 Est. Cost $22.42 Unrealized +81.2%
NVDA NVIDIA CORP. 1.1%
Value ($000) $2,139 Shares 14,113 Est. Cost $17.42 Unrealized +8.2%
XOM EXXON MOBIL CORP 1.1%
Value ($000) $2,101 Shares 24,540 Est. Cost $57.90 Unrealized +37.5%
KO COCA COLA CO 1.1%
Value ($000) $1,970 Shares 31,326 Est. Cost $33.88 Unrealized +67.5%
WM WASTE MANAGEMENT INC NEW 0.9%
Value ($000) $1,725 Shares 11,280 Est. Cost $40.96 Unrealized +261.2%
CAT CATERPILLAR INC 0.9%
Value ($000) $1,700 Shares 9,515 Est. Cost $83.03 Unrealized +137.6%
ISHARES CORE TOTAL US AGGREGATE BOND ETF-W 0.9%
Value ($000) $1,685 Shares 16,575 Est. Cost $117.01 Unrealized
LLY ELI LILLY & CO 0.8%
Value ($000) $1,575 Shares 4,858 Est. Cost $78.62 Unrealized +270.0%
UNH UNITEDHEALTH GROUP INC 0.8%
Value ($000) $1,496 Shares 2,912 Est. Cost $259.48 Unrealized +81.5%
CSCO CISCO SYSTEMS INC. 0.8%
Value ($000) $1,480 Shares 34,715 Est. Cost $26.11 Unrealized +64.0%
QCOM QUALCOMM INC 0.7%
Value ($000) $1,394 Shares 10,910 Est. Cost $63.21 Unrealized +97.6%
DIS DISNEY (WALT) COMPANY HOLDING CO 0.7%
Value ($000) $1,332 Shares 14,112 Est. Cost $71.77 Unrealized +51.1%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.7%
Value ($000) $1,301 Shares 5,947 Est. Cost $196.74 Unrealized
DHR DANAHER CORP 0.7%
Value ($000) $1,279 Shares 5,047 Est. Cost $108.85 Unrealized +107.8%
VO VANGUARD MID-CAP ETF 0.6%
Value ($000) $1,182 Shares 6,000 Est. Cost $154.44 Unrealized
SO SOUTHERN CO 0.6%
Value ($000) $1,088 Shares 15,249 Est. Cost $32.05 Unrealized +100.6%
MRK MERCK & CO., INC 0.6%
Value ($000) $1,046 Shares 11,470 Est. Cost $48.24 Unrealized +64.2%
V VISA INC - CLASS A SHARES 0.6%
Value ($000) $1,039 Shares 5,279 Est. Cost $146.08 Unrealized +37.6%
MET METLIFE INC 0.6%
Value ($000) $1,030 Shares 16,401 Est. Cost $39.42 Unrealized +50.3%
META META PLATFORMS INC 0.5%
Value ($000) $1,013 Shares 6,283 Est. Cost $150.96 Unrealized +26.9%
TSLA TESLA MOTORS INC 0.5%
Value ($000) $1,010 Shares 1,500 Est. Cost $177.49 Unrealized +53.8%
VUG VANGUARD GROWTH ETF 0.5%
Value ($000) $992 Shares 4,450 Est. Cost $217.36 Unrealized
CVS CVS HEALTH CORP 0.5%
Value ($000) $987 Shares 10,648 Est. Cost $53.41 Unrealized +60.8%
CL COLGATE PALMOLIVE 0.5%
Value ($000) $968 Shares 12,079 Est. Cost $46.49 Unrealized +54.5%
OEF ISHARES S & P 100 ETF 0.5%
Value ($000) $968 Shares 5,610 Est. Cost $76.55 Unrealized
BLACKROCK INC 0.5%
Value ($000) $957 Shares 1,572 Est. Cost $557.11 Unrealized
AMT AMERICAN TOWER CORPORATION 0.5%
Value ($000) $932 Shares 3,645 Est. Cost $114.65 Unrealized +93.8%
IBM INTL BUSINESS MACHINES 0.5%
Value ($000) $919 Shares 6,506 Est. Cost $113.51 Unrealized +3.5%
ADP AUTOMATIC DATA PROCESSING INC 0.5%
Value ($000) $908 Shares 4,323 Est. Cost $46.36 Unrealized +336.8%
ABT ABBOTT LABS 0.5%
Value ($000) $899 Shares 8,271 Est. Cost $49.76 Unrealized +113.2%
SYK STRYKER CORP 0.5%
Value ($000) $883 Shares 4,436 Est. Cost $109.37 Unrealized +106.6%
WMT WALMART INC 0.5%
Value ($000) $883 Shares 7,267 Est. Cost $27.17 Unrealized +62.1%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.5%
Value ($000) $862 Shares 4,569 Est. Cost $133.53 Unrealized
T AT&T INC. 0.5%
Value ($000) $862 Shares 41,160 Est. Cost $13.16 Unrealized +23.9%
ACN ACCENTURE PLC 0.5%
Value ($000) $849 Shares 3,058 Est. Cost $93.57 Unrealized +204.2%
PSX PHILLIPS 66 0.4%
Value ($000) $823 Shares 10,039 Est. Cost $59.68 Unrealized +35.6%
COST COSTCO WHSL CORP NEW 0.4%
Value ($000) $808 Shares 1,686 Est. Cost $177.29 Unrealized +173.5%
NKE NIKE, INC 0.4%
Value ($000) $807 Shares 7,901 Est. Cost $74.40 Unrealized +49.6%
XLK TECHNOLOGY SELECT SECT SPDR 0.4%
Value ($000) $801 Shares 6,306 Est. Cost $52.88 Unrealized
AMAT APPLIED MATL INC 0.4%
Value ($000) $781 Shares 8,585 Est. Cost $84.31 Unrealized +25.8%
CSX CSX CORPORATION 0.4%
Value ($000) $764 Shares 26,280 Est. Cost $24.00 Unrealized +28.9%
VXUS ETF VANGUARD TOTAL INTL STOCK 0.4%
Value ($000) $763 Shares 14,785 Est. Cost $50.82 Unrealized
TGT TARGET CORP 0.4%
Value ($000) $730 Shares 5,168 Est. Cost $75.63 Unrealized +125.0%
BAC BANK OF AMERICA CORP 0.4%
Value ($000) $685 Shares 22,003 Est. Cost $26.39 Unrealized +24.0%
EFA ISHARES MSCI EAFE ETF FUND 0.4%
Value ($000) $675 Shares 10,803 Est. Cost $69.07 Unrealized
AMGN AMGEN INCORPORATED 0.3%
Value ($000) $642 Shares 2,638 Est. Cost $171.43 Unrealized +27.5%
GD GENERAL DYNAMICS CORPORATION 0.3%
Value ($000) $642 Shares 2,905 Est. Cost $137.46 Unrealized +55.3%
HON HONEYWELL INTERNATIONAL INC 0.3%
Value ($000) $633 Shares 3,644 Est. Cost $151.19 Unrealized +10.0%
AROW ARROW FINANCIAL CORPORATION 0.3%
Value ($000) $628 Shares 19,758 Est. Cost $27.71 Unrealized -5.1%
ORCL ORACLE CORPORATION 0.3%
Value ($000) $622 Shares 8,906 Est. Cost $53.17 Unrealized +31.4%
IJH ISHARES CORE S&P MID CAP ETF 0.3%
Value ($000) $595 Shares 2,630 Est. Cost $239.77 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.3%
Value ($000) $584 Shares 18,560 Est. Cost $31.70 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKET ETF 0.3%
Value ($000) $575 Shares 14,091 Est. Cost $43.96 Unrealized
LOW LOWES COMPANIES INC 0.3%
Value ($000) $550 Shares 3,150 Est. Cost $60.86 Unrealized +195.1%
VLO VALERO ENERGY NEW 0.3%
Value ($000) $547 Shares 5,149 Est. Cost $68.12 Unrealized +55.5%
MMM 3M CO COM 0.3%
Value ($000) $528 Shares 4,079 Est. Cost $86.54 Unrealized +21.6%
BND VANGUARD TOTAL BOND MARKET FUND ETF 0.3%
Value ($000) $507 Shares 6,741 Est. Cost $84.04 Unrealized
EMR EMERSON ELECTRIC 0.3%
Value ($000) $492 Shares 6,193 Est. Cost $45.13 Unrealized +81.4%
XBI ETF SPDR S&P BIOTECH 0.3%
Value ($000) $487 Shares 6,555 Est. Cost $93.05 Unrealized
MS MORGAN STANLEY 0.2%
Value ($000) $452 Shares 5,937 Est. Cost $59.38 Unrealized +22.0%
UPS UNITED PARCEL SERVICE 0.2%
Value ($000) $452 Shares 2,477 Est. Cost $95.73 Unrealized +60.2%
AMD ADVANCED MICRO DEVICES INC 0.2%
Value ($000) $450 Shares 5,883 Est. Cost $93.34 Unrealized +0.3%
DUK DUKE ENERGY CORPORATION NEW 0.2%
Value ($000) $414 Shares 3,865 Est. Cost $76.84 Unrealized +24.1%
IWD ISHARES RUSSELL 1000 VALUE INDEX FUND 0.2%
Value ($000) $413 Shares 2,848 Est. Cost $153.18 Unrealized
DVY ISHARES SELECT DIVIDEND ETF 0.2%
Value ($000) $413 Shares 3,509 Est. Cost $112.22 Unrealized
GLW CORNING INC 0.2%
Value ($000) $391 Shares 12,405 Est. Cost $18.03 Unrealized +72.3%
DE DEERE & CO (JOHN DEERE) 0.2%
Value ($000) $388 Shares 1,295 Est. Cost $89.10 Unrealized +292.5%
ADBE ADOBE INC 0.2%
Value ($000) $382 Shares 1,043 Est. Cost $334.74 Unrealized +21.6%
BDX BECTON DICKINSON & CO 0.2%
Value ($000) $380 Shares 1,541 Est. Cost $128.28 Unrealized +85.9%
D DOMINION ENERGY, INC. 0.2%
Value ($000) $376 Shares 4,709 Est. Cost $49.43 Unrealized +40.3%
PRU PRUDENTIAL FINANCIAL INC 0.2%
Value ($000) $373 Shares 3,900 Est. Cost $74.88 Unrealized +18.2%
NOC NORTHROP GRUMMAN CORP 0.2%
Value ($000) $350 Shares 732 Est. Cost $281.73 Unrealized +53.6%
KMB KIMBERLY CLARK 0.2%
Value ($000) $344 Shares 2,550 Est. Cost $80.10 Unrealized +43.3%
BA BOEING 0.2%
Value ($000) $342 Shares 2,501 Est. Cost $140.44 Unrealized +5.0%
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.2%
Value ($000) $334 Shares 1,617 Est. Cost $266.51 Unrealized
SDY SPDR S&P DIVIDEND ETF 0.2%
Value ($000) $327 Shares 2,755 Est. Cost $103.32 Unrealized
AXP AMERICAN EXPRESS 0.2%
Value ($000) $310 Shares 2,238 Est. Cost $86.99 Unrealized +81.1%
SBUX STARBUCKS CORPORATION 0.2%
Value ($000) $297 Shares 3,886 Est. Cost $38.49 Unrealized +82.8%
C CITIGROUP INC. 0.2%
Value ($000) $280 Shares 6,095 Est. Cost $53.28 Unrealized -17.8%
NUSC NUSHARES ETF TR NUVEEN ESG SMLCP 0.1%
Value ($000) $279 Shares 8,500 Est. Cost $43.06 Unrealized
REGN REGENERON PHARMACEUTICALS 0.1%
Value ($000) $266 Shares 450 Est. Cost $519.23 Unrealized +24.5%
NUE NUCOR 0.1%
Value ($000) $247 Shares 2,360 Est. Cost $39.16 Unrealized +226.6%
COP CONOCOPHILLIPS 0.1%
Value ($000) $247 Shares 2,750 Est. Cost $41.92 Unrealized +114.5%
FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF 0.1%
Value ($000) $239 Shares 2,475 Est. Cost $70.80 Unrealized
MA MASTERCARD INC - CLASS A 0.1%
Value ($000) $238 Shares 754 Est. Cost $158.52 Unrealized +112.8%
GIS GENERAL MILLS, INC 0.1%
Value ($000) $237 Shares 3,141 Est. Cost $34.57 Unrealized +78.9%
VWO VANGUARD MSCI EMERGING MARKETS ETF 0.1%
Value ($000) $232 Shares 5,560 Est. Cost $41.53 Unrealized
DOW DOW INC. 0.1%
Value ($000) $230 Shares 4,447 Est. Cost $43.25 Unrealized +19.7%
CMCSA COMCAST CORP NEW CL A 0.1%
Value ($000) $229 Shares 5,827 Est. Cost $36.96 Unrealized +3.8%
IWR ISHARES RUSSELL MIDCAP ETF 0.1%
Value ($000) $222 Shares 3,439 Est. Cost $77.17 Unrealized
UNP UNION PACIFIC CORP 0.1%
Value ($000) $221 Shares 1,035 Est. Cost $149.75 Unrealized +39.4%
CRM SALESFORCE.COM, INC. 0.1%
Value ($000) $218 Shares 1,320 Est. Cost $180.27 Unrealized -3.2%
XLB MATERIAL SELECT SECTOR SPDR TRUST 0.1%
Value ($000) $216 Shares 2,930 Est. Cost $62.42 Unrealized
WMB THE WILLIAMS CO. INC. 0.1%
Value ($000) $215 Shares 6,893 Est. Cost $24.20 Unrealized +20.7%
ITW ILLINOIS TOOL WORKS INC. 0.1%
Value ($000) $214 Shares 1,172 Est. Cost $105.04 Unrealized +74.2%
NFLX NETFLIX INC 0.1%
Value ($000) $214 Shares 1,225 Est. Cost $36.36 Unrealized -39.0%
APD AIR PRODUCTS & CHEMICALS INC 0.1%
Value ($000) $211 Shares 878 Est. Cost $235.91 Unrealized -6.4%
PM PHILIP MORRIS INTERNATIONAL W/I 0.1%
Value ($000) $209 Shares 2,119 Est. Cost $64.76 Unrealized +31.9%
FDX FEDEX CORPORATION 0.1%
Value ($000) $209 Shares 925 Est. Cost $207.83 Unrealized -5.3%
SJM J.M. SMUCKER COMPANY 0.1%
Value ($000) $206 Shares 1,606 Est. Cost $79.49 Unrealized +48.1%
XLU AMEX UTILITIES SELECT INDEX SHS BEN INT 0.1%
Value ($000) $205 Shares 2,930 Est. Cost $51.58 Unrealized
GLD SPDR GOLD TRUST 0.1%
Value ($000) $195 Shares 1,159 Est. Cost $145.87 Unrealized
GILD GILEAD SCIENCES, INC. 0.1%
Value ($000) $193 Shares 3,135 Est. Cost $49.80 Unrealized +8.6%
CARR CARRIER GLOBAL CORPORATION 0.1%
Value ($000) $189 Shares 5,293 Est. Cost $17.13 Unrealized +117.7%
OTIS OTIS WORLDWIDE CORPORATION 0.1%
Value ($000) $187 Shares 2,642 Est. Cost $47.48 Unrealized +46.3%
ACTIVISION BLIZZARD, INC. 0.1%
Value ($000) $187 Shares 2,400 Est. Cost $60.95 Unrealized
IP INTERNATIONAL PAPER CO 0.1%
Value ($000) $176 Shares 4,200 Est. Cost $34.81 Unrealized +12.9%
EPD ENTERPRISE PRODUCTS PARTNERS L.P. 0.1%
Value ($000) $171 Shares 7,011 Est. Cost $24.15 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.1%
Value ($000) $169 Shares 998 Est. Cost $134.19 Unrealized
MO ALTRIA GROUP, INC. 0.1%
Value ($000) $161 Shares 3,854 Est. Cost $26.75 Unrealized +43.8%
CMI CUMMINS INC 0.1%
Value ($000) $155 Shares 805 Est. Cost $97.00 Unrealized +88.7%
VFH ETF VANUARD FINANCIALS ETF 0.1%
Value ($000) $154 Shares 2,000 Est. Cost $93.50 Unrealized
DTE DTE ENERGY CO 0.1%
Value ($000) $151 Shares 1,195 Est. Cost $94.42 Unrealized +21.9%
CNP CENTERPOINT ENERGY, INC 0.1%
Value ($000) $151 Shares 5,100 Est. Cost $15.27 Unrealized +83.5%
SUSA ISHARES MSCI USA ESG SELECT 0.1%
Value ($000) $142 Shares 1,760 Est. Cost $97.76 Unrealized
ALL ALLSTATE CORP 0.1%
Value ($000) $139 Shares 1,100 Est. Cost $69.32 Unrealized +73.1%
MKC MCCORMICK & CO. 0.1%
Value ($000) $133 Shares 1,600 Est. Cost $57.49 Unrealized +51.5%
SRE SEMPRA 0.1%
Value ($000) $129 Shares 860 Est. Cost $52.71 Unrealized +35.3%
MCK MCKESSON CORPORATION 0.1%
Value ($000) $126 Shares 385 Est. Cost $105.47 Unrealized +197.8%
MDLZ MONDELEZ INTERNATIONAL INC 0.1%
Value ($000) $121 Shares 1,956 Est. Cost $28.86 Unrealized +98.3%
VRTX VERTEX PHARMACEUTICALS INC 0.1%
Value ($000) $117 Shares 417 Est. Cost $237.06 Unrealized +12.9%
GSK PLC ADR 0.1%
Value ($000) $116 Shares 2,653 Est. Cost $44.59 Unrealized
TRV TRAVELERS COS INC 0.1%
Value ($000) $115 Shares 680 Est. Cost $75.37 Unrealized +114.7%
USB US BANCORP DEL COM NEW 0.1%
Value ($000) $114 Shares 2,465 Est. Cost $31.01 Unrealized +35.1%
EXC EXELON CORP 0.1%
Value ($000) $113 Shares 2,505 Est. Cost $24.30 Unrealized +69.7%
CAPL CROSSAMERICA PARTNERS LP 0.1%
Value ($000) $111 Shares 5,500 Est. Cost $22.36 Unrealized
MPLX MPLX LP 0.1%
Value ($000) $108 Shares 3,700 Est. Cost $30.00 Unrealized
PAA PLAINS ALL AMERICAN PIPELINE 0.1%
Value ($000) $106 Shares 10,800 Est. Cost $9.03 Unrealized
WFC WELLS FARGO & CO NEW 0.1%
Value ($000) $104 Shares 2,669 Est. Cost $39.15 Unrealized +2.0%
MPC MARATHON PETROLEUM CORPORATION 0.1%
Value ($000) $95 Shares 1,150 Est. Cost $44.36 Unrealized +94.4%
LSBDX LOOMIS SAYLES BOND FUND 0.1%
Value ($000) $95 Shares 8,084 Est. Cost $12.77 Unrealized
ICLN ETF ISHARES GLOBAL CLEAN ENERGY 0.1%
Value ($000) $94 Shares 4,925 Est. Cost $14.94 Unrealized
RIO RIO TINTO PLC 0.0%
Value ($000) $92 Shares 1,500 Est. Cost $73.33 Unrealized
ETR ENTERGY CORPORATION 0.0%
Value ($000) $90 Shares 800 Est. Cost $20.57 Unrealized +150.4%
XLC COMMUNICATION SERVICES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $90 Shares 1,661 Est. Cost $49.37 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION INDEX FUND 0.0%
Value ($000) $90 Shares 627 Est. Cost $126.00 Unrealized
KELLOGG COMPANY 0.0%
Value ($000) $90 Shares 1,267 Est. Cost $50.41 Unrealized +13.7%
PWR QUANTA SERVICES INC 0.0%
Value ($000) $89 Shares 712 Est. Cost $61.12 Unrealized +99.6%
ENB ENBRIDGE INC 0.0%
Value ($000) $89 Shares 2,106 Est. Cost $29.03 Unrealized +21.4%
YUM YUM BRANDS INC. 0.0%
Value ($000) $88 Shares 780 Est. Cost $53.12 Unrealized +104.0%
CLX CLOROX COMPANY 0.0%
Value ($000) $88 Shares 625 Est. Cost $92.05 Unrealized +37.5%
QCLN FIRST TRUST NASDAQ CLEAN EDGE GREEN ENERGY ETF 0.0%
Value ($000) $87 Shares 1,676 Est. Cost $29.79 Unrealized
NEM NEWMONT CORPORATION 0.0%
Value ($000) $87 Shares 1,457 Est. Cost $30.21 Unrealized +109.4%
ESP ESPEY MFG. & ELECTRONICS CORP 0.0%
Value ($000) $85 Shares 5,947 Est. Cost $20.06 Unrealized -38.2%
EWY ISHARES MSCI SOUTH KOREA CAPPED ETF 0.0%
Value ($000) $85 Shares 1,459 Est. Cost $71.18 Unrealized
XLY CONSUMER DISCRETIONARY SELE CT SECTOR SPDR FUND 0.0%
Value ($000) $83 Shares 605 Est. Cost $95.71 Unrealized
S&P MIDCAP 400 DEPOSITORY RECEIPTS ETF -W 0.0%
Value ($000) $82 Shares 198 Est. Cost $312.70 Unrealized
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $75 Shares 855 Est. Cost $92.91 Unrealized
VTWO ETF VANGUARD RUSSELL 2000 0.0%
Value ($000) $74 Shares 1,088 Est. Cost $104.04 Unrealized
CANADIAN PACIFIC RAILWAY LTD 0.0%
Value ($000) $74 Shares 1,060 Est. Cost $85.92 Unrealized
SLV ETF ISHARES SILVER TR 0.0%
Value ($000) $71 Shares 3,810 Est. Cost $17.93 Unrealized
TFI SPDR NUVEEN BLOOMBERG BARCLAY MUNICIPAL BOND ETF 0.0%
Value ($000) $69 Shares 1,500 Est. Cost $51.33 Unrealized
TXN TEXAS INSTRUMENTS 0.0%
Value ($000) $65 Shares 424 Est. Cost $35.93 Unrealized +320.2%
ETN EATON CORP PLC 0.0%
Value ($000) $64 Shares 508 Est. Cost $118.10 Unrealized +12.3%
BAX BAXTER INTERNATIONAL INC. 0.0%
Value ($000) $64 Shares 1,000 Est. Cost $58.92 Unrealized +12.7%
GUNR FLEXSHARES GLOBAL UPSTREAM NATURAL RESOURCES IND 0.0%
Value ($000) $63 Shares 1,580 Est. Cost $46.84 Unrealized
EFG ISHARES MSCI EAFE GROWTH ETF 0.0%
Value ($000) $62 Shares 768 Est. Cost $97.47 Unrealized
TJX TJX COS INC NEW 0.0%
Value ($000) $61 Shares 1,091 Est. Cost $55.82 Unrealized +2.9%
XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $59 Shares 816 Est. Cost $57.38 Unrealized
PH PARKER HANNIFIN CORP 0.0%
Value ($000) $57 Shares 230 Est. Cost $255.72 Unrealized -0.2%
PNC PNC FINANCIAL SERVICES GROUP INC 0.0%
Value ($000) $57 Shares 359 Est. Cost $94.51 Unrealized +54.0%
OAKTREE SPECIALTY LENDING COCOM 0.0%
Value ($000) $57 Shares 8,634 Est. Cost $6.53 Unrealized
ZBH ZIMMER HOLDINGS INC. 0.0%
Value ($000) $55 Shares 521 Est. Cost $87.86 Unrealized +30.7%
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value ($000) $54 Shares 585 Est. Cost $91.76 Unrealized
BP BP P.L.C. 0.0%
Value ($000) $52 Shares 1,840 Est. Cost $36.09 Unrealized
F FORD MOTOR CO DEL 0.0%
Value ($000) $49 Shares 4,432 Est. Cost $9.43 Unrealized +11.9%
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $49 Shares 242 Est. Cost $281.03 Unrealized -16.5%
HUBS HUBSPOT INC. 0.0%
Value ($000) $48 Shares 160 Est. Cost $170.70 Unrealized +113.9%
VTV VANGUARD VALUE ETF 0.0%
Value ($000) $48 Shares 365 Est. Cost $147.95 Unrealized
DSI ISHARES MSCI KLD 400 SOCIAL 0.0%
Value ($000) $47 Shares 660 Est. Cost $81.84 Unrealized
SMH VANECK SEMICONDUCTOR ETF 0.0%
Value ($000) $47 Shares 232 Est. Cost $237.58 Unrealized
FLGT FULGENT GENETICS INC. 0.0%
Value ($000) $47 Shares 860 Est. Cost $52.21 Unrealized +5.3%
PIO INVESCO GLOBAL WATER ETF 0.0%
Value ($000) $47 Shares 1,500 Est. Cost $25.33 Unrealized
EEM ISHARES MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $46 Shares 1,140 Est. Cost $44.55 Unrealized
XEL XCEL ENERGY INC 0.0%
Value ($000) $46 Shares 653 Est. Cost $60.15 Unrealized +7.0%
SHW SHERWIN WILLIAMS COMPANY 0.0%
Value ($000) $45 Shares 201 Est. Cost $228.93 Unrealized +8.4%
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $44 Shares 460 Est. Cost $41.33 Unrealized +103.4%
SYY SYSCO CORPORATION 0.0%
Value ($000) $44 Shares 520 Est. Cost $55.35 Unrealized +36.8%
IVV ISHARES CORE S&P 500 ETF 0.0%
Value ($000) $43 Shares 114 Est. Cost $394.74 Unrealized
TROW T ROWE PRICE GROUP INC 0.0%
Value ($000) $43 Shares 375 Est. Cost $99.26 Unrealized +8.0%
AEP AMERICAN ELEC PWR INC 0.0%
Value ($000) $43 Shares 452 Est. Cost $85.16 Unrealized +1.7%
DISCOVER FINANCIAL SERVICES 0.0%
Value ($000) $42 Shares 440 Est. Cost $72.88 Unrealized
NJR NEW JERSEY RESOURCES CORP 0.0%
Value ($000) $41 Shares 912 Est. Cost $18.38 Unrealized +113.2%
RGEN REPLIGEN CORPORATION 0.0%
Value ($000) $41 Shares 250 Est. Cost $144.15 Unrealized +9.7%
DDOG DATADOG INC CLASS A 0.0%
Value ($000) $40 Shares 425 Est. Cost $64.51 Unrealized +70.4%
SNA SNAP-ON INC 0.0%
Value ($000) $37 Shares 189 Est. Cost $131.07 Unrealized +47.7%
PHM PULTEGROUP, INC 0.0%
Value ($000) $37 Shares 925 Est. Cost $40.72 Unrealized 0.0%
DVN DEVON ENERGY CORPORATION NEW 0.0%
Value ($000) $35 Shares 630 Est. Cost $48.63 Unrealized +12.3%
PCRX PACIRA BIOSCIENCES, INC 0.0%
Value ($000) $35 Shares 600 Est. Cost $43.23 Unrealized +51.5%
TMO THERMO FISHER SCIENTIFIC, INC 0.0%
Value ($000) $34 Shares 62 Est. Cost $544.70 Unrealized 0.0%
XLE ENERGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $34 Shares 480 Est. Cost $75.38 Unrealized
TTD THE TRADE DESK, INC. 0.0%
Value ($000) $34 Shares 800 Est. Cost $58.36 Unrealized -6.2%
HSY THE HERSHEY COMPANY 0.0%
Value ($000) $34 Shares 156 Est. Cost $145.99 Unrealized +36.1%
XNTK SPDR NYSE TECHNOLOGY ETF 0.0%
Value ($000) $31 Shares 300 Est. Cost $103.33 Unrealized
PEG PUBLIC SERVICE ENTERPRISE GROUP, INC 0.0%
Value ($000) $31 Shares 492 Est. Cost $22.69 Unrealized +164.7%
SPIP SPDR PORTFOLIO TIP ETF 0.0%
Value ($000) $31 Shares 1,131 Est. Cost $30.95 Unrealized
DLTR DOLLAR TREE, INC. 0.0%
Value ($000) $31 Shares 200 Est. Cost $100.42 Unrealized +57.8%
DPZ DOMINO'S PIZZA INC 0.0%
Value ($000) $29 Shares 74 Est. Cost $215.02 Unrealized +63.4%
DG DOLLAR GENERAL CORP 0.0%
Value ($000) $29 Shares 120 Est. Cost $45.09 Unrealized +385.8%
ITB ISHARES DOW JONES US HOME CONSTRUCTION INDEX 0.0%
Value ($000) $28 Shares 525 Est. Cost $38.52 Unrealized
LEN LENNAR COPORATION CLASS A 0.0%
Value ($000) $28 Shares 400 Est. Cost $69.41 Unrealized 0.0%
BK BANK OF NEW YORK MELLON CORP 0.0%
Value ($000) $28 Shares 671 Est. Cost $25.66 Unrealized +56.1%
AZN ASTRAZENECA PLC - ADR 0.0%
Value ($000) $28 Shares 420 Est. Cost $36.18 Unrealized
PLUG PLUG POWER INC. 0.0%
Value ($000) $28 Shares 1,715 Est. Cost $12.41 Unrealized +59.9%
TM TOYOTA MOTOR CORP ADR 0.0%
Value ($000) $27 Shares 175 Est. Cost $143.27 Unrealized
LAD LITHIA MOTORS INC CL A 0.0%
Value ($000) $27 Shares 100 Est. Cost $301.86 Unrealized -3.4%
ICE INTERCONTINENTAL EXCHANGE INCOM 0.0%
Value ($000) $26 Shares 275 Est. Cost $120.26 Unrealized -15.4%
SCHP SCHWAB U.S. TIPS ETF 0.0%
Value ($000) $26 Shares 459 Est. Cost $61.00 Unrealized
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $26 Shares 52 Est. Cost $71.11 Unrealized +24.7%
SCHOCKWAVE MEDICAL INC 0.0%
Value ($000) $24 Shares 127 Est. Cost $39.37 Unrealized
ZBRA ZEBRA TECHNOLOGIES CORP CLASS A 0.0%
Value ($000) $24 Shares 80 Est. Cost $272.75 Unrealized +27.7%
TD TORONTO-DOMINION BANK NEW 0.0%
Value ($000) $23 Shares 351 Est. Cost $47.74 Unrealized +52.1%
DEO DIAGEO PLC 0.0%
Value ($000) $23 Shares 134 Est. Cost $121.23 Unrealized
AXON AXON ENTERPRISE INC COM 0.0%
Value ($000) $23 Shares 250 Est. Cost $139.41 Unrealized -24.2%
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $23 Shares 675 Est. Cost $21.83 Unrealized +48.0%
MDB MONGODB, INC. 0.0%
Value ($000) $23 Shares 88 Est. Cost $66.66 Unrealized +369.0%
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $22 Shares 600 Est. Cost $33.60 Unrealized +14.0%
ARISTA NETWORKS INC. 0.0%
Value ($000) $22 Shares 240 Est. Cost $162.99 Unrealized
GOOD GLADSTONE COMMERCIAL CORP 0.0%
Value ($000) $22 Shares 1,170 Est. Cost $18.37 Unrealized
ANIX ANIXA BIOSCIENCES INC. 0.0%
Value ($000) $21 Shares 7,000 Est. Cost $4.51 Unrealized -30.1%
CARG CARGURUS INC COM CL A 0.0%
Value ($000) $21 Shares 1,000 Est. Cost $28.98 Unrealized +2.1%
BBY BEST BUY 0.0%
Value ($000) $21 Shares 325 Est. Cost $82.19 Unrealized -15.0%
IYF ISHARES U.S. FINANCIAL ETF 0.0%
Value ($000) $21 Shares 300 Est. Cost $70.00 Unrealized
IGSB ISHARES 1-3 YEAR CREDIT BOND ETF 0.0%
Value ($000) $21 Shares 410 Est. Cost $51.22 Unrealized
FNDX SCHWAB FUNDAMENTAL U.S. LARGE COMPANY INDEX ETF 0.0%
Value ($000) $20 Shares 385 Est. Cost $51.95 Unrealized
HSBC HSBC HOLDINGS PLC SPONS ADRS 0.0%
Value ($000) $20 Shares 607 Est. Cost $52.72 Unrealized
ALLE ALLEGION PLC 0.0%
Value ($000) $20 Shares 200 Est. Cost $103.25 Unrealized 0.0%
ATLASSIAN CORPORATION PLC - CLASS A 0.0%
Value ($000) $19 Shares 100 Est. Cost $98.33 Unrealized
USRT ISHARES CORE US REIT ETF 0.0%
Value ($000) $19 Shares 355 Est. Cost $64.52 Unrealized
SU SUNCOR ENERGY INC NEW 0.0%
Value ($000) $19 Shares 540 Est. Cost $12.03 Unrealized +162.6%
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $19 Shares 500 Est. Cost $40.71 Unrealized 0.0%
RSPR INVESCO S&P 500 EQUAL WEIGHT REAL ESTATE ETF 0.0%
Value ($000) $19 Shares 565 Est. Cost $39.58 Unrealized
LAM RESEARCH CORP COMMON 0.0%
Value ($000) $19 Shares 45 Est. Cost $320.99 Unrealized
PIMCO HIGH INCOME FUND 0.0%
Value ($000) $18 Shares 3,472 Est. Cost $5.18 Unrealized
VRSK VERISK ANALYTICS INC 0.0%
Value ($000) $18 Shares 105 Est. Cost $188.09 Unrealized -3.2%
LUV SOUTHWEST AIRLINES 0.0%
Value ($000) $17 Shares 465 Est. Cost $32.78 Unrealized +22.0%
WHR WHIRLPOOL CORP 0.0%
Value ($000) $17 Shares 110 Est. Cost $200.70 Unrealized -13.4%
BIIB BIOGEN INC 0.0%
Value ($000) $17 Shares 81 Est. Cost $213.20 Unrealized -4.1%
PINS PINTEREST INC CL A 0.0%
Value ($000) $17 Shares 915 Est. Cost $59.99 Unrealized -65.1%
FCX FREEPORT-MCMORAN COPPER & GOLD CLASS B 0.0%
Value ($000) $17 Shares 575 Est. Cost $33.77 Unrealized +12.3%
HAIL SPDR SER TR S&P KENSHO SMART 0.0%
Value ($000) $17 Shares 500 Est. Cost $53.00 Unrealized
SHE SPDR GENDER DIVERSITY INDEX ETF 0.0%
Value ($000) $17 Shares 228 Est. Cost $77.27 Unrealized
ARKQ ARK AUTONOMOUS TECHNOLOGY & ROBOTICS ETF 0.0%
Value ($000) $16 Shares 310 Est. Cost $72.25 Unrealized
MFC MANULIFE FINANCIAL 0.0%
Value ($000) $16 Shares 903 Est. Cost $17.94 Unrealized +5.4%
SIEGY SIEMENS AG 0.0%
Value ($000) $16 Shares 315 Est. Cost $66.82 Unrealized
CSIQ CANADIAN SOLAR INC COM 0.0%
Value ($000) $16 Shares 500 Est. Cost $41.00 Unrealized -25.0%
DNP SELECT INCOME FUND INC 0.0%
Value ($000) $16 Shares 1,500 Est. Cost $10.67 Unrealized
BSV VANGUARD SHORT-TERM BOND ETF 0.0%
Value ($000) $16 Shares 207 Est. Cost $78.98 Unrealized
WDC WESTERN DIGITAL CORP 0.0%
Value ($000) $16 Shares 360 Est. Cost $43.55 Unrealized -8.1%
BKH BLACK HILLS CORPORATION 0.0%
Value ($000) $15 Shares 200 Est. Cost $63.81 Unrealized 0.0%
SPG SIMON PROPERTY GROUP 0.0%
Value ($000) $15 Shares 156 Est. Cost $112.47 Unrealized -17.1%
SONY SONY GROUP CORP 0.0%
Value ($000) $15 Shares 180 Est. Cost $57.14 Unrealized
OKE ONEOK INC 0.0%
Value ($000) $15 Shares 263 Est. Cost $53.43 Unrealized 0.0%
AFL AFLAC INC. 0.0%
Value ($000) $15 Shares 266 Est. Cost $34.51 Unrealized +57.5%
ETSY ETSY INC 0.0%
Value ($000) $15 Shares 205 Est. Cost $115.58 Unrealized -21.0%
FTGC FIRST TR EXCHANGE TRAD FD VIFST TR GLB FD 0.0%
Value ($000) $14 Shares 506 Est. Cost $27.67 Unrealized
ASML ASML HOLDING N V N Y REGISTRY SHS 0.0%
Value ($000) $14 Shares 30 Est. Cost $366.67 Unrealized
FLEX FLEXTRONICS INTL 0.0%
Value ($000) $14 Shares 950 Est. Cost $11.55 Unrealized +7.2%
TTWO TAKE-TWO INTERACTIVE SOFTWARE, INC. 0.0%
Value ($000) $14 Shares 115 Est. Cost $79.99 Unrealized +59.1%
TMDX TRANSMEDICS GROUP INC. 0.0%
Value ($000) $14 Shares 460 Est. Cost $21.34 Unrealized +25.0%
IBKR INTERACTIVE BROKERS GRO-CL A 0.0%
Value ($000) $14 Shares 250 Est. Cost $6.80 Unrealized +114.1%
MKL MARKEL CORP HOLDING COMPANY 0.0%
Value ($000) $13 Shares 10 Est. Cost $901.87 Unrealized +52.2%
LFUS LITTELFUSE INC 0.0%
Value ($000) $13 Shares 50 Est. Cost $92.47 Unrealized +171.2%
APPN APPIAN CORPORATION 0.0%
Value ($000) $13 Shares 280 Est. Cost $67.20 Unrealized -25.2%
NZAC SPDR MSCI ACWI CLIMATE PARIS ALIGNED ETF 0.0%
Value ($000) $13 Shares 500 Est. Cost $43.34 Unrealized
DAL DELTA AIR LINES INC 0.0%
Value ($000) $13 Shares 455 Est. Cost $42.29 Unrealized -12.3%
CASY CASEY'S GENERAL STORES INC 0.0%
Value ($000) $13 Shares 70 Est. Cost $94.86 Unrealized +107.6%
DOCU DOCUSIGN INC 0.0%
Value ($000) $13 Shares 235 Est. Cost $130.95 Unrealized -38.2%
ECL ECOLAB INC. 0.0%
Value ($000) $12 Shares 75 Est. Cost $179.54 Unrealized -11.4%
IBB ISHARES NASDAQ BIOTECHNOLOGYETF 0.0%
Value ($000) $12 Shares 105 Est. Cost $133.33 Unrealized
MDYV SPDR S&P 400 MID CAP VALUE ETF 0.0%
Value ($000) $12 Shares 200 Est. Cost $60.00 Unrealized
KRE SPDR S&P REGIONAL BANKING ETF 0.0%
Value ($000) $12 Shares 200 Est. Cost $60.00 Unrealized
NVAX NOVAVAX INC 0.0%
Value ($000) $12 Shares 231 Est. Cost $106.29 Unrealized -51.3%
PUBM PUBMATIC INC COM CL A 0.0%
Value ($000) $11 Shares 664 Est. Cost $27.33 Unrealized -21.7%
NVS NOVARTIS AG - ADR 0.0%
Value ($000) $11 Shares 130 Est. Cost $84.62 Unrealized
LULU LULULEMON ATHLETICA INC 0.0%
Value ($000) $11 Shares 40 Est. Cost $255.73 Unrealized +25.3%
MELI MERCADOLIBRE INC 0.0%
Value ($000) $11 Shares 18 Est. Cost $1237.15 Unrealized -29.5%
TDOC TELADOC HEALTH INC. 0.0%
Value ($000) $11 Shares 327 Est. Cost $203.34 Unrealized -79.1%
CBOE CBOE GLOBAL MARKETS, INC. 0.0%
Value ($000) $11 Shares 100 Est. Cost $45.89 Unrealized +134.4%
CLPT CLEARPOINT NEURO INC. 0.0%
Value ($000) $11 Shares 880 Est. Cost $11.57 Unrealized -11.7%
CHICO'S FASHION INC 0.0%
Value ($000) $10 Shares 2,025 Est. Cost $5.15 Unrealized
FNDF SCWAB FUNDAMENTAL INTERNATIONAL LARGE COMPANY 0.0%
Value ($000) $10 Shares 361 Est. Cost $33.24 Unrealized
SCHA SCHWAB U.S. SMALL-CAP ETF 0.0%
Value ($000) $10 Shares 262 Est. Cost $72.52 Unrealized
GRNB VANECK GREEN BOND -E TF 0.0%
Value ($000) $10 Shares 435 Est. Cost $25.90 Unrealized
FTV FORTIVE CORPORATION 0.0%
Value ($000) $10 Shares 187 Est. Cost $37.68 Unrealized +15.5%
HBAN HUNTINGTON BANCSHARES INC. 0.0%
Value ($000) $10 Shares 830 Est. Cost $11.20 Unrealized 0.0%
JACOBS ENGINERRING GROUP 0.0%
Value ($000) $10 Shares 75 Est. Cost $105.88 Unrealized
NIO NIO INC SPON ADS 0.0%
Value ($000) $10 Shares 440 Est. Cost $56.03 Unrealized
TAN INVESCO EXCH TRADED FD TR IISOLAR ETF 0.0%
Value ($000) $10 Shares 140 Est. Cost $78.57 Unrealized
KEY KEYCORP NEW COM 0.0%
Value ($000) $9 Shares 542 Est. Cost $6.48 Unrealized +145.6%
MAR MARRIOTT INTERNATIONAL INC. CLASS A 0.0%
Value ($000) $9 Shares 65 Est. Cost $90.98 Unrealized +75.3%
HOG HARLEY DAVIDSON 0.0%
Value ($000) $9 Shares 280 Est. Cost $54.04 Unrealized -34.2%
EWD ISHARES MSCI SWEDEN ETF 0.0%
Value ($000) $9 Shares 300 Est. Cost $30.00 Unrealized
EBAY EBAY INC 0.0%
Value ($000) $9 Shares 207 Est. Cost $22.94 Unrealized +98.0%
CCNE CNB FINANCIAL CORPORATION 0.0%
Value ($000) $9 Shares 370 Est. Cost $22.26 Unrealized 0.0%
CRAI CRA INTERNATIONAL INC. 0.0%
Value ($000) $9 Shares 105 Est. Cost $89.43 Unrealized -10.3%
USAI PACER AMERICAN ENERGY INDEPENDENCE ETF 0.0%
Value ($000) $9 Shares 335 Est. Cost $26.87 Unrealized
FNDA SCHWAB FUNDAMENTAL U.S. SMALL COMPANY INDEX ETF 0.0%
Value ($000) $9 Shares 205 Est. Cost $48.78 Unrealized
COF CAPITAL ONE FINANCIAL CORP 0.0%
Value ($000) $9 Shares 90 Est. Cost $59.79 Unrealized +91.4%
VMWARE INC 0.0%
Value ($000) $9 Shares 79 Est. Cost $72.22 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORP 0.0%
Value ($000) $9 Shares 140 Est. Cost $68.65 Unrealized +5.0%
TWLO TWILIO INC. - A 0.0%
Value ($000) $9 Shares 113 Est. Cost $152.36 Unrealized -26.6%
ARCO PLATFORM LIMITED -CLASS A 0.0%
Value ($000) $9 Shares 625 Est. Cost $20.48 Unrealized
RMNI RIMINI STREET INC. 0.0%
Value ($000) $9 Shares 1,565 Est. Cost $6.55 Unrealized -9.1%
MLPX GLOBAL X MLP AND ENERGY INFRASTRUCTURE ETF 0.0%
Value ($000) $9 Shares 235 Est. Cost $38.30 Unrealized
ADSK AUTODESK INC. 0.0%
Value ($000) $9 Shares 50 Est. Cost $230.34 Unrealized -16.5%
EXAS EXACT SCIENCES CORP COM 0.0%
Value ($000) $9 Shares 225 Est. Cost $120.93 Unrealized -55.8%
ET ENERGY TRANSFER LP COM UT LTD PTN 0.0%
Value ($000) $9 Shares 906 Est. Cost $7.48 Unrealized
VINP VINCI PARTNERS INVESTMENTS LTD. - CLASS A 0.0%
Value ($000) $9 Shares 855 Est. Cost $12.27 Unrealized -5.3%
FVRR FIVERR INTERNATIONAL LTD. 0.0%
Value ($000) $9 Shares 270 Est. Cost $209.45 Unrealized -77.3%
ROKU ROKU INC 0.0%
Value ($000) $8 Shares 95 Est. Cost $214.25 Unrealized -54.8%
KINIKSA PHARMACEUTICALS LTD. -CLASS A 0.0%
Value ($000) $8 Shares 875 Est. Cost $10.95 Unrealized
WIX WIX.COM LTD 0.0%
Value ($000) $8 Shares 128 Est. Cost $200.08 Unrealized -63.4%
EWC ISHARES MSCI CANADA ETF 0.0%
Value ($000) $8 Shares 250 Est. Cost $26.38 Unrealized
NDAQ NASDAQ STOCK MARKET INC 0.0%
Value ($000) $8 Shares 50 Est. Cost $14.10 Unrealized +256.3%
WFCF WHERE FOOD COMES FROM INC. 0.0%
Value ($000) $8 Shares 700 Est. Cost $13.29 Unrealized -19.7%
ACCS ISSUER DIRECT CORPORATION 0.0%
Value ($000) $8 Shares 320 Est. Cost $28.01 Unrealized -11.8%
VPU VANGUARD UTILITIES ETF 0.0%
Value ($000) $8 Shares 50 Est. Cost $160.00 Unrealized
BLNK BLINK CHARGING CO. - COMMON STOCK 0.0%
Value ($000) $8 Shares 509 Est. Cost $20.48 Unrealized -8.4%
UNILEVER PLC 0.0%
Value ($000) $8 Shares 170 Est. Cost $60.85 Unrealized
NET CLOUDFLARE INC CL A COM 0.0%
Value ($000) $8 Shares 175 Est. Cost $65.56 Unrealized +9.8%
DHI D R HORTON INC 0.0%
Value ($000) $7 Shares 100 Est. Cost $69.25 Unrealized -2.1%
FNDC SCHWAB FUNDAMENTAL INTERNATIONAL SMALL COMPANY 0.0%
Value ($000) $7 Shares 215 Est. Cost $37.21 Unrealized
DFH DREAM FINDERS HOMES INC. - CLASS A 0.0%
Value ($000) $7 Shares 615 Est. Cost $18.38 Unrealized -14.0%
VOX VANGUARD COMMUNICATION SERVICES ETF 0.0%
Value ($000) $7 Shares 74 Est. Cost $135.14 Unrealized
CRUS CIRRUS LOGIC INC 0.0%
Value ($000) $7 Shares 100 Est. Cost $46.43 Unrealized +66.9%
SIX FLAGS ENTERTAINMENT CORPORATION 0.0%
Value ($000) $7 Shares 315 Est. Cost $44.44 Unrealized
EA ELECTRONIC ARTS INC 0.0%
Value ($000) $7 Shares 55 Est. Cost $96.04 Unrealized +30.1%
FANG DIAMONDBACK ENERGY INC. 0.0%
Value ($000) $7 Shares 60 Est. Cost $107.11 Unrealized +7.7%
LGLV SPDR SSGA US LARGE CAP LOW VOLATILITY INDEX ETF 0.0%
Value ($000) $7 Shares 50 Est. Cost $140.00 Unrealized
NVCR NOVOCURE LIMITED 0.0%
Value ($000) $7 Shares 100 Est. Cost $79.97 Unrealized -5.8%
FROG JFROG LTD 0.0%
Value ($000) $7 Shares 345 Est. Cost $28.97 Unrealized -27.6%
LAND GLADSTONE LAND CORPORATION 0.0%
Value ($000) $7 Shares 300 Est. Cost $35.89 Unrealized
NTAP NETAPP, INC. 0.0%
Value ($000) $7 Shares 100 Est. Cost $26.74 Unrealized +146.1%
NICE NICE LTD - AMERICAN DEPOSITORY SHARES 0.0%
Value ($000) $6 Shares 30 Est. Cost $166.67 Unrealized
FNB F.N.B. CORPORATION 0.0%
Value ($000) $6 Shares 550 Est. Cost $10.26 Unrealized 0.0%
CMBM CAMBIUM NETWORKS CORPORATION 0.0%
Value ($000) $6 Shares 380 Est. Cost $26.57 Unrealized -40.7%
FICO FAIR ISAAC CORPORATION 0.0%
Value ($000) $6 Shares 15 Est. Cost $167.00 Unrealized +136.2%
SMART GLOBAL HOLDINGS INC. 0.0%
Value ($000) $6 Shares 340 Est. Cost $37.50 Unrealized
SNPS SYNOPSYS INC 0.0%
Value ($000) $6 Shares 20 Est. Cost $120.29 Unrealized +150.8%
ONTF ON24 INC. 0.0%
Value ($000) $6 Shares 675 Est. Cost $16.40 Unrealized -26.1%
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $6 Shares 178 Est. Cost $39.33 Unrealized
SNY SANOFI ADR 0.0%
Value ($000) $6 Shares 120 Est. Cost $50.00 Unrealized
COUPA SOFTWARE INC COM 0.0%
Value ($000) $6 Shares 100 Est. Cost $310.00 Unrealized
FNDE SCHWAB FUNDAMENTAL EMERGING MARKETS LARGE COMPNY 0.0%
Value ($000) $6 Shares 214 Est. Cost $32.71 Unrealized
IEMG ISHARES CORE MSCI EMERGING MARKET ETF 0.0%
Value ($000) $6 Shares 117 Est. Cost $63.41 Unrealized
CORECARD CORPORATION 0.0%
Value ($000) $6 Shares 265 Est. Cost $32.82 Unrealized
EWA ISHARES MSCI AUSTRALIA ETF 0.0%
Value ($000) $6 Shares 300 Est. Cost $22.65 Unrealized
MITK MITEK SYSTEMS INC. 0.0%
Value ($000) $6 Shares 610 Est. Cost $16.57 Unrealized -35.8%
GH GUARDANT HEALTH INC. 0.0%
Value ($000) $5 Shares 115 Est. Cost $55.44 Unrealized -10.6%
BEEM BEAM GLOBAL COMMON STOCK 0.0%
Value ($000) $5 Shares 300 Est. Cost $14.59 Unrealized +18.0%
BM TECHNOLOGIES INC. 0.0%
Value ($000) $5 Shares 880 Est. Cost $9.45 Unrealized
DIBS 1STDIBS.COM INC 0.0%
Value ($000) $5 Shares 955 Est. Cost $11.44 Unrealized -42.5%
AWK AMERICAN WATER WORKS INC. 0.0%
Value ($000) $5 Shares 36 Est. Cost $122.56 Unrealized +15.1%
CNTA CENTESSA PHARMACEUTICALS PLC 0.0%
Value ($000) $5 Shares 925 Est. Cost $10.31 Unrealized
UPST UPSTART HLDGS INC COM 0.0%
Value ($000) $5 Shares 150 Est. Cost $197.24 Unrealized -69.8%
PTON PELOTON INTERACTIVE INC CLASS A 0.0%
Value ($000) $5 Shares 510 Est. Cost $65.48 Unrealized -75.5%
CUBE CUBESMART COM 0.0%
Value ($000) $5 Shares 110 Est. Cost $50.83 Unrealized
CMPS COMPASS PATHWAYS PLC 0.0%
Value ($000) $5 Shares 505 Est. Cost $15.68 Unrealized
CHGG CHEGG INC COM 0.0%
Value ($000) $5 Shares 250 Est. Cost $79.46 Unrealized -71.2%
SMID SMITH-MIDLAND CORPORATION 0.0%
Value ($000) $5 Shares 330 Est. Cost $26.44 Unrealized -39.3%
CME CME GROUP INC. 0.0%
Value ($000) $5 Shares 23 Est. Cost $129.10 Unrealized +40.9%
EWS ISHARES MSCI SINGAPORE ETF 0.0%
Value ($000) $5 Shares 264 Est. Cost $20.12 Unrealized
ZUORA INC 0.0%
Value ($000) $4 Shares 494 Est. Cost $14.17 Unrealized
W WAYFAIR INC CL A 0.0%
Value ($000) $4 Shares 100 Est. Cost $265.47 Unrealized -73.5%
OUTSET MEDICAL INC. 0.0%
Value ($000) $4 Shares 280 Est. Cost $46.05 Unrealized
VB VANGUARD SMALL CAP ETF 0.0%
Value ($000) $4 Shares 24 Est. Cost $208.33 Unrealized
TXT TEXTRON INC 0.0%
Value ($000) $4 Shares 65 Est. Cost $49.13 Unrealized +33.0%
IHI ISHARES U.S. MEDICAL DEVICES ETF 0.0%
Value ($000) $4 Shares 75 Est. Cost $53.33 Unrealized
SPLUNK INC. 0.0%
Value ($000) $4 Shares 50 Est. Cost $60.00 Unrealized
XRAY DENTSPLY SIRONA INC 0.0%
Value ($000) $4 Shares 120 Est. Cost $58.93 Unrealized -31.4%
ZTS ZOETIS INC 0.0%
Value ($000) $4 Shares 25 Est. Cost $155.43 Unrealized +7.3%
DCBO DOCEBO INC. 0.0%
Value ($000) $4 Shares 135 Est. Cost $59.75 Unrealized -36.5%
CNI CANADIAN NATIONAL RAILWAY CO 0.0%
Value ($000) $4 Shares 40 Est. Cost $69.39 Unrealized +56.6%
JD JD.COM INC.-ADR 0.0%
Value ($000) $4 Shares 70 Est. Cost $45.45 Unrealized
FXI ISHARES CHINA LARGE CAP ETF 0.0%
Value ($000) $4 Shares 115 Est. Cost $34.78 Unrealized
PGX INVESCO PREFERRED ETF 0.0%
Value ($000) $4 Shares 350 Est. Cost $11.43 Unrealized
FSLY FASTLY INC CLASS A 0.0%
Value ($000) $4 Shares 310 Est. Cost $27.58 Unrealized -48.9%
NIKOLA CORPORATION 0.0%
Value ($000) $4 Shares 865 Est. Cost $4.62 Unrealized
RHHBY ROCHE HOLDING AG 0.0%
Value ($000) $4 Shares 103 Est. Cost $29.13 Unrealized
POST POST HOLDINGS INC 0.0%
Value ($000) $4 Shares 50 Est. Cost $35.89 Unrealized +116.1%
EQR EQUITY RESIDENTIAL SHARES OF BENEFICIAL INT 0.0%
Value ($000) $4 Shares 50 Est. Cost $31.42 Unrealized +116.9%
FRPT FRESHPET INC 0.0%
Value ($000) $4 Shares 75 Est. Cost $53.26 Unrealized +44.9%
NEW RELIC INC 0.0%
Value ($000) $3 Shares 65 Est. Cost $105.33 Unrealized
APTIV PLC 0.0%
Value ($000) $3 Shares 35 Est. Cost $142.86 Unrealized
PPL PPL CORP 0.0%
Value ($000) $3 Shares 100 Est. Cost $22.90 Unrealized +10.5%
MTN VAIL RESORTS INC. 0.0%
Value ($000) $3 Shares 15 Est. Cost $218.90 Unrealized +11.7%
WT WISDOMTREE INVESTMENTS INC 0.0%
Value ($000) $3 Shares 600 Est. Cost $10.87 Unrealized -47.2%
SMMT SUMMIT THERAPEUTICS INC. 0.0%
Value ($000) $3 Shares 2,500 Est. Cost $3.44 Unrealized -59.2%
VSS VANGUARD FTSE ALL-WLD EX-US SMCP IDX ETF 0.0%
Value ($000) $3 Shares 27 Est. Cost $111.11 Unrealized
CORNERSTONE STRATEGIC VALUE FUND INC. 0.0%
Value ($000) $3 Shares 355 Est. Cost $8.45 Unrealized
BE BLOOM ENERGY CORP COM CL A 0.0%
Value ($000) $3 Shares 200 Est. Cost $14.93 Unrealized +22.7%
STT STATE STREET CORP. COM 0.0%
Value ($000) $2 Shares 31 Est. Cost $57.49 Unrealized +8.3%
VNT VONTIER CORPORATION 0.0%
Value ($000) $2 Shares 74 Est. Cost $31.19 Unrealized -17.8%
OLED UNIVERSAL DISPLAY CORP 0.0%
Value ($000) $2 Shares 17 Est. Cost $99.76 Unrealized +24.0%
ZYMERGEN INC. 0.0%
Value ($000) $2 Shares 1,895 Est. Cost $3.98 Unrealized
APLE APPLE HOSPITALTIY REIT INC COMMON SHARES 0.0%
Value ($000) $2 Shares 161 Est. Cost $12.42 Unrealized
FE FIRSTENERGY CORP 0.0%
Value ($000) $2 Shares 55 Est. Cost $25.24 Unrealized +45.7%
FTHM FATHOM HOLDINGS INC. 0.0%
Value ($000) $2 Shares 230 Est. Cost $23.31 Unrealized -63.6%
BARRICK GOLD CORP 0.0%
Value ($000) $2 Shares 135 Est. Cost $15.88 Unrealized
BAND BANDWIDTH INC 0.0%
Value ($000) $2 Shares 130 Est. Cost $148.05 Unrealized -84.4%
BIDU BAIDU INC - SPON ADR 0.0%
Value ($000) $2 Shares 12 Est. Cost $227.25 Unrealized
REATA PHARMACEUTICALS INC. 0.0%
Value ($000) $2 Shares 55 Est. Cost $18.18 Unrealized
BP PRUDHOE BAY ROYALTY TRUST 0.0%
Value ($000) $2 Shares 100 Est. Cost $100.00 Unrealized
ALGN ALIGN TECHNOLOGY INC. 0.0%
Value ($000) $2 Shares 10 Est. Cost $171.20 Unrealized +79.5%
AIIYX INVESCO INTERNATIONAL GROWTH FUND 0.0%
Value ($000) $2 Shares 71 Est. Cost $34.48 Unrealized
ABIOMED INC 0.0%
Value ($000) $2 Shares 10 Est. Cost $300.00 Unrealized
MLKN MILLERKNOLL INC. 0.0%
Value ($000) $2 Shares 85 Est. Cost $29.83 Unrealized -10.5%
MASI MASIMO CORPORATION 0.0%
Value ($000) $2 Shares 12 Est. Cost $110.93 Unrealized +20.6%
JKS JINKOSOLAR HOLDING COMPANY LTD 0.0%
Value ($000) $2 Shares 25 Est. Cost $40.00 Unrealized
IRBTQ IROBOT CORPORATION 0.0%
Value ($000) $1 Shares 30 Est. Cost $91.53 Unrealized -47.2%
VYX NCR CORPORATION 0.0%
Value ($000) $1 Shares 17 Est. Cost $25.37 Unrealized -15.9%
IBRX IMMUNITYBIO INC. 0.0%
Value ($000) $1 Shares 300 Est. Cost $4.02 Unrealized 0.0%
HP HELMERICH & PAYNE, INC. 0.0%
Value ($000) $1 Shares 20 Est. Cost $62.55 Unrealized -25.7%
CIEN CIENA CORP 0.0%
Value ($000) $1 Shares 30 Est. Cost $65.45 Unrealized -20.8%
SFIX STITCH FIX, INC. - CLASS A 0.0%
Value ($000) $1 Shares 195 Est. Cost $36.45 Unrealized -77.1%
EIX EDISON INTERNATIONAL 0.0%
Value ($000) $1 Shares 10 Est. Cost $47.82 Unrealized +20.1%
TDC TERADATA CORPORATION 0.0%
Value ($000) $1 Shares 17 Est. Cost $49.35 Unrealized -19.1%
TOTALENERGIES SE 0.0%
Value ($000) $1 Shares 20 Est. Cost $50.00 Unrealized
SPB SPECTRUM BRANDS HOLDINGS INCCOMMON STOCK 0.0%
Value ($000) $1 Shares 10 Est. Cost $56.67 Unrealized +51.4%
AMC ENTMT HLDGS INC CL A COM 0.0%
Value ($000) $1 Shares 100 Est. Cost $60.00 Unrealized
NCLH NORWEGIAN CRUISE LINE HOLDINGS LTD 0.0%
Value ($000) $1 Shares 100 Est. Cost $38.77 Unrealized -56.8%
ACM AECOM TECHNOLOGY CORP 0.0%
Value ($000) $1 Shares 16 Est. Cost $62.86 Unrealized +7.4%
IVZ INVESCO LIMITED 0.0%
Value ($000) $1 Shares 50 Est. Cost $12.44 Unrealized +28.4%
AMP AMERIPRISE FINANCIAL INC. 0.0%
Value ($000) $1 Shares 4 Est. Cost $235.22 Unrealized +8.0%
BZUN BAOUZUN INC-SPN ADR 0.0%
Value ($000) $1 Shares 75 Est. Cost $53.33 Unrealized
GRWG GROWGENERATION CORP COM 0.0%
Value ($000) $0 Shares 25 Est. Cost $43.80 Unrealized -87.0%
NWL NEWELL BRANDS INC 0.0%
Value ($000) $0 Shares 16 Est. Cost $32.52 Unrealized -44.8%
AEGON N.V. 0.0%
Value ($000) $0 Shares 22 Est. Cost Unrealized
GME GAMESTOP CORP NEW CL A 0.0%
Value ($000) $0 Shares 3 Est. Cost $29.52 Unrealized +7.7%
TILRAY BRANDS CL 2 0.0%
Value ($000) $0 Shares 55 Est. Cost $18.18 Unrealized
PCG P G & E CORP 0.0%
Value ($000) $0 Shares 10 Est. Cost $11.18 Unrealized +4.0%
VFF VILLAGE FARMS INTL INC COM 0.0%
Value ($000) $0 Shares 90 Est. Cost $10.53 Unrealized -65.5%
SUNDIAL GROWERS INC COM 0.0%
Value ($000) $0 Shares 1,000 Est. Cost $1.00 Unrealized
CRON CRONOS GROUP, INC. 0.0%
Value ($000) $0 Shares 110 Est. Cost $8.27 Unrealized -62.3%
CVE CENOVUS ENERGY INC. 0.0%
Value ($000) $0 Shares 25 Est. Cost $4.22 Unrealized +330.5%
BYND BEYOND MEAT INC COM 0.0%
Value ($000) $0 Shares 10 Est. Cost $135.45 Unrealized -76.4%
LUMN LUMEN TECHNOLOGIES INC. 0.0%
Value ($000) $0 Shares 12 Est. Cost $11.76 Unrealized -8.0%
HEXO CORP COM NEW 0.0%
Value ($000) $0 Shares 170 Est. Cost $5.88 Unrealized
INVITAE CORP COM 0.0%
Value ($000) $0 Shares 125 Est. Cost $44.44 Unrealized
IQ IQIYI, INC. - ADR 0.0%
Value ($000) $0 Shares 100 Est. Cost $29.02 Unrealized