ADIRONDACK TRUST CO Diversified Active

CIK: 0001054257 · Show all filings

Period: Q1 2023 (← Previous) (Next →)

Filing Date: Apr 28, 2023

Total Value ($000): $197,434 (100.0% shares, 0.0% debt)

Holdings (484)

SPY SPDR S & P 500 ETF TRUST 10.1%
Value ($000) $19,887 Shares 48,577 Est. Cost $211.95 Unrealized
AAPL APPLE INC 6.5%
Value ($000) $12,814 Shares 77,707 Est. Cost $88.09 Unrealized +65.2%
MSFT MICROSOFT CORP 3.7%
Value ($000) $7,276 Shares 25,239 Est. Cost $39.98 Unrealized +523.9%
TIP ISHARES TIPS BOND ETF 3.0%
Value ($000) $5,831 Shares 52,887 Est. Cost $113.23 Unrealized
MDY S & P MIDCAP 400 DEPOSITORY RECEIPTS ETF 2.5%
Value ($000) $4,879 Shares 10,644 Est. Cost $219.63 Unrealized
PG PROCTER & GAMBLE CO 2.4%
Value ($000) $4,746 Shares 31,922 Est. Cost $63.29 Unrealized +110.5%
JNJ JOHNSON & JOHNSON 2.1%
Value ($000) $4,116 Shares 26,552 Est. Cost $71.70 Unrealized +106.2%
PEP PEPSICO INC 2.1%
Value ($000) $4,065 Shares 22,300 Est. Cost $61.35 Unrealized +158.7%
AMZN AMAZON. COM, INC 2.0%
Value ($000) $3,994 Shares 38,671 Est. Cost $121.13 Unrealized -20.2%
NVDA NVIDIA CORP. 2.0%
Value ($000) $3,877 Shares 13,959 Est. Cost $17.42 Unrealized +24.1%
IJR ISHARES CORE S&P SMALL-CAP ETF 1.8%
Value ($000) $3,475 Shares 35,938 Est. Cost $80.49 Unrealized
MCD MCDONALDS CORP 1.7%
Value ($000) $3,434 Shares 12,282 Est. Cost $88.67 Unrealized +182.5%
AGG ISHARES CORE TOTAL US AGGREGATE BOND ETF 1.6%
Value ($000) $3,248 Shares 32,599 Est. Cost $117.14 Unrealized
HD HOME DEPOT INC 1.6%
Value ($000) $3,093 Shares 10,482 Est. Cost $102.51 Unrealized +177.7%
JPM JPMORGAN CHASE & CO COM 1.6%
Value ($000) $3,066 Shares 23,528 Est. Cost $68.00 Unrealized +88.5%
BRK/B BERKSHIRE HATHAWAY INC. DEL CLASS B 1.5%
Value ($000) $3,012 Shares 9,754 Est. Cost $170.34 Unrealized +80.9%
LMT LOCKHEED MARTIN CORP 1.5%
Value ($000) $2,867 Shares 6,064 Est. Cost $178.54 Unrealized +142.7%
XOM EXXON MOBIL CORP 1.4%
Value ($000) $2,671 Shares 24,358 Est. Cost $57.90 Unrealized +73.0%
ABBV ABBVIE INC. 1.3%
Value ($000) $2,579 Shares 16,183 Est. Cost $55.55 Unrealized +148.7%
CVX CHEVRON CORPORATION 1.3%
Value ($000) $2,566 Shares 15,725 Est. Cost $82.31 Unrealized +80.4%
PFE PFIZER INC 1.2%
Value ($000) $2,301 Shares 56,421 Est. Cost $29.75 Unrealized +22.9%
NEE NEXTERA ENERGY INC 1.2%
Value ($000) $2,296 Shares 29,792 Est. Cost $53.96 Unrealized +30.9%
CAT CATERPILLAR INC 1.1%
Value ($000) $2,237 Shares 9,777 Est. Cost $87.92 Unrealized +162.3%
BMY BRISTOL MYERS SQUIBB CO 1.1%
Value ($000) $2,160 Shares 31,160 Est. Cost $35.11 Unrealized +75.2%
KO COCA COLA CO 1.0%
Value ($000) $2,001 Shares 32,257 Est. Cost $34.43 Unrealized +60.9%
INTC INTEL CORP 0.9%
Value ($000) $1,870 Shares 57,262 Est. Cost $22.42 Unrealized +22.8%
CSCO CISCO SYSTEMS INC. 0.9%
Value ($000) $1,792 Shares 34,289 Est. Cost $26.11 Unrealized +71.8%
VZ VERIZON COMMUNICATIONS INC 0.9%
Value ($000) $1,785 Shares 45,913 Est. Cost $32.34 Unrealized +1.1%
WM WASTE MANAGEMENT INC NEW 0.9%
Value ($000) $1,784 Shares 10,933 Est. Cost $40.96 Unrealized +257.4%
LLY ELI LILLY & CO 0.9%
Value ($000) $1,745 Shares 5,082 Est. Cost $89.08 Unrealized +270.3%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.7%
Value ($000) $1,480 Shares 6,058 Est. Cost $196.92 Unrealized
VTHR ETF VANGUARD RUSSELL 3000 0.7%
Value ($000) $1,466 Shares 8,000 Est. Cost $108.26 Unrealized
UNH UNITEDHEALTH GROUP INC 0.7%
Value ($000) $1,388 Shares 2,938 Est. Cost $262.36 Unrealized +74.3%
DIS DISNEY (WALT) COMPANY HOLDING CO 0.7%
Value ($000) $1,381 Shares 13,790 Est. Cost $71.77 Unrealized +37.2%
QCOM QUALCOMM INC 0.7%
Value ($000) $1,365 Shares 10,698 Est. Cost $63.21 Unrealized +84.1%
SO SOUTHERN CO 0.6%
Value ($000) $1,271 Shares 18,262 Est. Cost $37.11 Unrealized +63.5%
VO VANGUARD MID-CAP ETF 0.6%
Value ($000) $1,266 Shares 6,000 Est. Cost $154.44 Unrealized
MRK MERCK & CO., INC 0.6%
Value ($000) $1,265 Shares 11,887 Est. Cost $49.83 Unrealized +98.1%
SYK STRYKER CORP 0.6%
Value ($000) $1,260 Shares 4,415 Est. Cost $111.83 Unrealized +130.5%
V VISA INC - CLASS A SHARES 0.6%
Value ($000) $1,207 Shares 5,352 Est. Cost $147.46 Unrealized +47.7%
DHR DANAHER CORP 0.6%
Value ($000) $1,179 Shares 4,679 Est. Cost $108.85 Unrealized +105.9%
CL COLGATE PALMOLIVE 0.6%
Value ($000) $1,179 Shares 15,692 Est. Cost $52.05 Unrealized +33.7%
META META PLATFORMS INC 0.6%
Value ($000) $1,156 Shares 5,453 Est. Cost $150.96 Unrealized +12.0%
WMT WALMART INC 0.6%
Value ($000) $1,143 Shares 7,754 Est. Cost $27.94 Unrealized +63.9%
VUG VANGUARD GROWTH ETF 0.6%
Value ($000) $1,110 Shares 4,450 Est. Cost $217.36 Unrealized
AMAT APPLIED MATL INC 0.5%
Value ($000) $1,071 Shares 8,716 Est. Cost $84.59 Unrealized +32.3%
PSX PHILLIPS 66 0.5%
Value ($000) $1,063 Shares 10,490 Est. Cost $60.74 Unrealized +50.9%
OEF ISHARES S & P 100 ETF 0.5%
Value ($000) $1,049 Shares 5,610 Est. Cost $76.55 Unrealized
BLACKROCK INC 0.5%
Value ($000) $1,041 Shares 1,556 Est. Cost $557.04 Unrealized
NKE NIKE, INC 0.5%
Value ($000) $979 Shares 7,983 Est. Cost $75.07 Unrealized +55.4%
MET METLIFE INC 0.5%
Value ($000) $972 Shares 16,772 Est. Cost $39.84 Unrealized +55.0%
ADP AUTOMATIC DATA PROCESSING INC 0.5%
Value ($000) $962 Shares 4,323 Est. Cost $46.36 Unrealized +356.1%
ACN ACCENTURE PLC 0.5%
Value ($000) $925 Shares 3,238 Est. Cost $104.35 Unrealized +150.5%
ABT ABBOTT LABS 0.5%
Value ($000) $909 Shares 8,977 Est. Cost $54.77 Unrealized +82.6%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.5%
Value ($000) $905 Shares 4,434 Est. Cost $133.53 Unrealized
XLK TECHNOLOGY SELECT SECT SPDR 0.4%
Value ($000) $883 Shares 5,844 Est. Cost $52.88 Unrealized
TGT TARGET CORP 0.4%
Value ($000) $877 Shares 5,296 Est. Cost $76.92 Unrealized +93.2%
CSX CSX CORPORATION 0.4%
Value ($000) $850 Shares 28,390 Est. Cost $24.43 Unrealized +20.6%
TSLA TESLA MOTORS INC 0.4%
Value ($000) $845 Shares 4,074 Est. Cost $239.67 Unrealized -27.2%
COST COSTCO WHSL CORP NEW 0.4%
Value ($000) $838 Shares 1,687 Est. Cost $184.00 Unrealized +156.1%
IBM INTL BUSINESS MACHINES 0.4%
Value ($000) $833 Shares 6,358 Est. Cost $113.51 Unrealized +6.4%
HON HONEYWELL INTERNATIONAL INC 0.4%
Value ($000) $808 Shares 4,226 Est. Cost $152.81 Unrealized +15.6%
CVS CVS HEALTH CORP 0.4%
Value ($000) $804 Shares 10,819 Est. Cost $53.99 Unrealized +39.3%
ORCL ORACLE CORPORATION 0.4%
Value ($000) $803 Shares 8,642 Est. Cost $53.17 Unrealized +59.5%
DE DEERE & CO (JOHN DEERE) 0.4%
Value ($000) $772 Shares 1,870 Est. Cost $162.10 Unrealized +145.0%
EFA ISHARES MSCI EAFE ETF FUND 0.4%
Value ($000) $766 Shares 10,717 Est. Cost $69.07 Unrealized
T AT&T INC. 0.4%
Value ($000) $761 Shares 39,535 Est. Cost $13.25 Unrealized +23.4%
AMT AMERICAN TOWER CORPORATION 0.4%
Value ($000) $757 Shares 3,703 Est. Cost $116.14 Unrealized +63.2%
VLO VALERO ENERGY NEW 0.4%
Value ($000) $730 Shares 5,230 Est. Cost $68.12 Unrealized +80.6%
GD GENERAL DYNAMICS CORPORATION 0.4%
Value ($000) $709 Shares 3,106 Est. Cost $141.88 Unrealized +53.5%
ISHARES CORE TOTAL US AGGREGATE BOND ETF-W 0.4%
Value ($000) $698 Shares 7,008 Est. Cost $117.01 Unrealized
IJH ISHARES CORE S&P MID CAP ETF 0.3%
Value ($000) $661 Shares 2,642 Est. Cost $239.77 Unrealized
AMGN AMGEN INCORPORATED 0.3%
Value ($000) $653 Shares 2,703 Est. Cost $172.10 Unrealized +30.2%
AMD ADVANCED MICRO DEVICES INC 0.3%
Value ($000) $621 Shares 6,340 Est. Cost $92.76 Unrealized -12.3%
EMR EMERSON ELECTRIC 0.3%
Value ($000) $609 Shares 6,990 Est. Cost $49.57 Unrealized +66.6%
VEA VANGUARD FTSE DEVELOPED MARKET ETF 0.3%
Value ($000) $596 Shares 13,191 Est. Cost $43.96 Unrealized
LOW LOWES COMPANIES INC 0.3%
Value ($000) $586 Shares 2,930 Est. Cost $60.86 Unrealized +215.8%
BAC BANK OF AMERICA CORP 0.3%
Value ($000) $575 Shares 20,121 Est. Cost $26.45 Unrealized +15.6%
IWD ISHARES RUSSELL 1000 VALUE INDEX FUND 0.3%
Value ($000) $547 Shares 3,591 Est. Cost $151.00 Unrealized
DUK DUKE ENERGY CORPORATION NEW 0.3%
Value ($000) $538 Shares 5,576 Est. Cost $81.70 Unrealized +7.9%
BA BOEING 0.3%
Value ($000) $531 Shares 2,501 Est. Cost $140.44 Unrealized +47.9%
BK BANK OF NEW YORK MELLON CORP 0.3%
Value ($000) $521 Shares 11,476 Est. Cost $37.94 Unrealized +17.9%
AROW ARROW FINANCIAL CORPORATION 0.3%
Value ($000) $507 Shares 20,349 Est. Cost $27.70 Unrealized -4.7%
DOW DOW INC. 0.3%
Value ($000) $506 Shares 9,241 Est. Cost $42.92 Unrealized +10.2%
XBI ETF SPDR S&P BIOTECH 0.3%
Value ($000) $500 Shares 6,555 Est. Cost $93.05 Unrealized
UPS UNITED PARCEL SERVICE 0.3%
Value ($000) $499 Shares 2,574 Est. Cost $97.73 Unrealized +61.8%
MS MORGAN STANLEY 0.2%
Value ($000) $489 Shares 5,569 Est. Cost $59.38 Unrealized +42.8%
MMM 3M CO COM 0.2%
Value ($000) $474 Shares 4,507 Est. Cost $87.03 Unrealized -2.5%
D DOMINION ENERGY, INC. 0.2%
Value ($000) $439 Shares 7,856 Est. Cost $50.57 Unrealized +0.0%
BND VANGUARD TOTAL BOND MARKET FUND ETF 0.2%
Value ($000) $434 Shares 5,881 Est. Cost $84.04 Unrealized
GLW CORNING INC 0.2%
Value ($000) $425 Shares 12,040 Est. Cost $18.03 Unrealized +78.1%
ADBE ADOBE INC 0.2%
Value ($000) $418 Shares 1,084 Est. Cost $336.43 Unrealized +5.6%
APD AIR PRODUCTS & CHEMICALS INC 0.2%
Value ($000) $418 Shares 1,454 Est. Cost $235.44 Unrealized +14.7%
NFLX NETFLIX INC 0.2%
Value ($000) $407 Shares 1,177 Est. Cost $36.36 Unrealized -9.0%
AXP AMERICAN EXPRESS 0.2%
Value ($000) $401 Shares 2,433 Est. Cost $91.83 Unrealized +74.2%
REGN REGENERON PHARMACEUTICALS 0.2%
Value ($000) $386 Shares 470 Est. Cost $525.27 Unrealized +42.8%
UNP UNION PACIFIC CORP 0.2%
Value ($000) $383 Shares 1,904 Est. Cost $174.55 Unrealized +8.5%
SBUX STARBUCKS CORPORATION 0.2%
Value ($000) $381 Shares 3,655 Est. Cost $38.49 Unrealized +152.2%
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.2%
Value ($000) $376 Shares 1,658 Est. Cost $265.31 Unrealized
ITW ILLINOIS TOOL WORKS INC. 0.2%
Value ($000) $373 Shares 1,533 Est. Cost $124.84 Unrealized +74.4%
C CITIGROUP INC. 0.2%
Value ($000) $368 Shares 7,843 Est. Cost $50.99 Unrealized -13.2%
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.2%
Value ($000) $367 Shares 11,405 Est. Cost $31.70 Unrealized
NUE NUCOR 0.2%
Value ($000) $357 Shares 2,310 Est. Cost $39.16 Unrealized +289.0%
KMB KIMBERLY CLARK 0.2%
Value ($000) $356 Shares 2,650 Est. Cost $81.39 Unrealized +42.8%
SDY SPDR S&P DIVIDEND ETF 0.2%
Value ($000) $341 Shares 2,755 Est. Cost $103.32 Unrealized
NOC NORTHROP GRUMMAN CORP 0.2%
Value ($000) $339 Shares 734 Est. Cost $281.73 Unrealized +56.9%
PRU PRUDENTIAL FINANCIAL INC 0.2%
Value ($000) $334 Shares 4,037 Est. Cost $75.26 Unrealized +9.9%
COP CONOCOPHILLIPS 0.2%
Value ($000) $332 Shares 3,344 Est. Cost $51.37 Unrealized +93.7%
CMCSA COMCAST CORP NEW CL A 0.2%
Value ($000) $314 Shares 8,278 Est. Cost $35.93 Unrealized -3.6%
BDX BECTON DICKINSON & CO 0.2%
Value ($000) $309 Shares 1,247 Est. Cost $128.28 Unrealized +81.0%
NUSC NUSHARES ETF TR NUVEEN ESG SMLCP 0.2%
Value ($000) $301 Shares 8,514 Est. Cost $43.06 Unrealized
DVY ISHARES SELECT DIVIDEND ETF 0.1%
Value ($000) $294 Shares 2,509 Est. Cost $112.22 Unrealized
CRM SALESFORCE, INC. 0.1%
Value ($000) $279 Shares 1,395 Est. Cost $179.29 Unrealized -6.9%
MA MASTERCARD INC - CLASS A 0.1%
Value ($000) $276 Shares 760 Est. Cost $158.52 Unrealized +125.5%
GIS GENERAL MILLS, INC 0.1%
Value ($000) $269 Shares 3,148 Est. Cost $34.57 Unrealized +108.1%
IWM ISHARES RUSSELL 2000 ETF 0.1%
Value ($000) $267 Shares 1,498 Est. Cost $144.80 Unrealized
FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF 0.1%
Value ($000) $262 Shares 2,295 Est. Cost $70.80 Unrealized
XLB MATERIAL SELECT SECTOR SPDR TRUST 0.1%
Value ($000) $260 Shares 3,230 Est. Cost $62.95 Unrealized
SJM J.M. SMUCKER COMPANY 0.1%
Value ($000) $253 Shares 1,606 Est. Cost $79.49 Unrealized +72.4%
XLU AMEX UTILITIES SELECT INDEX SHS BEN INT 0.1%
Value ($000) $252 Shares 3,721 Est. Cost $54.51 Unrealized
PM PHILIP MORRIS INTERNATIONAL W/I 0.1%
Value ($000) $251 Shares 2,584 Est. Cost $68.54 Unrealized +26.9%
IWR ISHARES RUSSELL MIDCAP ETF 0.1%
Value ($000) $249 Shares 3,564 Est. Cost $76.65 Unrealized
GLD SPDR GOLD TRUST 0.1%
Value ($000) $248 Shares 1,351 Est. Cost $148.59 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.1%
Value ($000) $236 Shares 5,169 Est. Cost $17.40 Unrealized +147.7%
WMB THE WILLIAMS CO. INC. 0.1%
Value ($000) $236 Shares 7,912 Est. Cost $24.60 Unrealized +10.3%
MPC MARATHON PETROLEUM CORPORATION 0.1%
Value ($000) $236 Shares 1,750 Est. Cost $58.95 Unrealized +99.4%
TD TORONTO-DOMINION BANK NEW 0.1%
Value ($000) $230 Shares 3,843 Est. Cost $63.22 Unrealized +2.2%
OTIS OTIS WORLDWIDE CORPORATION 0.1%
Value ($000) $229 Shares 2,717 Est. Cost $48.74 Unrealized +61.9%
PH PARKER HANNIFIN CORP 0.1%
Value ($000) $227 Shares 675 Est. Cost $257.92 Unrealized +24.1%
GILD GILEAD SCIENCES, INC. 0.1%
Value ($000) $223 Shares 2,685 Est. Cost $49.80 Unrealized +50.0%
ACTIVISION BLIZZARD, INC. 0.1%
Value ($000) $208 Shares 2,430 Est. Cost $60.95 Unrealized
TMO THERMO FISHER SCIENTIFIC, INC 0.1%
Value ($000) $203 Shares 353 Est. Cost $552.14 Unrealized +1.2%
VWO VANGUARD MSCI EMERGING MARKETS ETF 0.1%
Value ($000) $203 Shares 5,015 Est. Cost $41.53 Unrealized
FDX FEDEX CORPORATION 0.1%
Value ($000) $200 Shares 875 Est. Cost $207.29 Unrealized -8.0%
ETN EATON CORP PLC 0.1%
Value ($000) $193 Shares 1,129 Est. Cost $129.30 Unrealized +23.9%
CMI CUMMINS INC 0.1%
Value ($000) $192 Shares 805 Est. Cost $97.00 Unrealized +135.0%
MO ALTRIA GROUP, INC. 0.1%
Value ($000) $186 Shares 4,178 Est. Cost $27.42 Unrealized +32.3%
EPD ENTERPRISE PRODUCTS PARTNERS L.P. 0.1%
Value ($000) $182 Shares 7,011 Est. Cost $24.15 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.1%
Value ($000) $179 Shares 567 Est. Cost $254.47 Unrealized +17.9%
SUSA ISHARES MSCI USA ESG SELECT 0.1%
Value ($000) $175 Shares 1,994 Est. Cost $95.37 Unrealized
CANADIAN PACIFIC RAILWAY LTD 0.1%
Value ($000) $162 Shares 2,110 Est. Cost $77.81 Unrealized
IP INTERNATIONAL PAPER CO 0.1%
Value ($000) $151 Shares 4,200 Est. Cost $34.81 Unrealized -6.6%
CNP CENTERPOINT ENERGY, INC 0.1%
Value ($000) $150 Shares 5,100 Est. Cost $15.27 Unrealized +77.3%
MDLZ MONDELEZ INTERNATIONAL INC 0.1%
Value ($000) $149 Shares 2,130 Est. Cost $31.50 Unrealized +94.0%
ENB ENBRIDGE INC 0.1%
Value ($000) $146 Shares 3,825 Est. Cost $31.18 Unrealized +4.1%
DTE DTE ENERGY CO 0.1%
Value ($000) $139 Shares 1,272 Est. Cost $94.79 Unrealized +6.6%
PAA PLAINS ALL AMERICAN PIPELINE 0.1%
Value ($000) $135 Shares 10,800 Est. Cost $9.03 Unrealized
MCK MCKESSON CORPORATION 0.1%
Value ($000) $135 Shares 378 Est. Cost $105.47 Unrealized +237.7%
SRE SEMPRA 0.1%
Value ($000) $134 Shares 885 Est. Cost $53.27 Unrealized +30.9%
MKC MCCORMICK & CO. 0.1%
Value ($000) $133 Shares 1,600 Est. Cost $57.49 Unrealized +23.7%
MPLX MPLX LP 0.1%
Value ($000) $127 Shares 3,700 Est. Cost $30.00 Unrealized
CLX CLOROX COMPANY 0.1%
Value ($000) $127 Shares 800 Est. Cost $100.10 Unrealized +36.1%
ESP ESPEY MFG. & ELECTRONICS CORP 0.1%
Value ($000) $120 Shares 5,947 Est. Cost $20.06 Unrealized -20.4%
CAPL CROSSAMERICA PARTNERS LP 0.1%
Value ($000) $118 Shares 5,500 Est. Cost $22.36 Unrealized
TRV TRAVELERS COS INC 0.1%
Value ($000) $117 Shares 680 Est. Cost $75.37 Unrealized +128.2%
EXC EXELON CORP 0.1%
Value ($000) $115 Shares 2,745 Est. Cost $25.39 Unrealized +47.3%
VIG VANGUARD DIVIDEND APPRECIATION INDEX FUND 0.1%
Value ($000) $109 Shares 709 Est. Cost $129.24 Unrealized
PWR QUANTA SERVICES INC 0.1%
Value ($000) $109 Shares 655 Est. Cost $61.12 Unrealized +150.5%
DVN DEVON ENERGY CORPORATION NEW 0.1%
Value ($000) $107 Shares 2,117 Est. Cost $52.38 Unrealized -3.4%
AEP AMERICAN ELEC PWR INC 0.1%
Value ($000) $105 Shares 1,157 Est. Cost $84.20 Unrealized -2.6%
YUM YUM BRANDS INC. 0.1%
Value ($000) $103 Shares 780 Est. Cost $53.12 Unrealized +129.2%
RIO RIO TINTO PLC 0.1%
Value ($000) $103 Shares 1,500 Est. Cost $73.33 Unrealized
USB US BANCORP DEL COM NEW 0.1%
Value ($000) $100 Shares 2,768 Est. Cost $31.82 Unrealized +21.4%
KELLOGG COMPANY 0.0%
Value ($000) $98 Shares 1,467 Est. Cost $51.88 Unrealized +10.3%
ICLN ETF ISHARES GLOBAL CLEAN ENERGY 0.0%
Value ($000) $98 Shares 4,961 Est. Cost $15.22 Unrealized
XLC COMMUNICATION SERVICES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $98 Shares 1,689 Est. Cost $49.51 Unrealized
XLY CONSUMER DISCRETIONARY SELE CT SECTOR SPDR FUND 0.0%
Value ($000) $96 Shares 640 Est. Cost $98.39 Unrealized
LSBDX LOOMIS SAYLES BOND FUND 0.0%
Value ($000) $94 Shares 8,084 Est. Cost $12.77 Unrealized
GEHC GE HEALTHCARE TECHNOLOGIES, INC. 0.0%
Value ($000) $91 Shares 1,111 Est. Cost $71.08 Unrealized 0.0%
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $91 Shares 900 Est. Cost $91.70 Unrealized
SMH VANECK SEMICONDUCTOR ETF 0.0%
Value ($000) $88 Shares 333 Est. Cost $243.03 Unrealized
ETR ENTERGY CORPORATION 0.0%
Value ($000) $86 Shares 800 Est. Cost $20.57 Unrealized +132.2%
VTWO ETF VANGUARD RUSSELL 2000 0.0%
Value ($000) $86 Shares 1,193 Est. Cost $100.72 Unrealized
TJX TJX COS INC NEW 0.0%
Value ($000) $85 Shares 1,091 Est. Cost $55.82 Unrealized +35.5%
SLV ETF ISHARES SILVER TR 0.0%
Value ($000) $84 Shares 3,810 Est. Cost $17.93 Unrealized
TXN TEXAS INSTRUMENTS 0.0%
Value ($000) $83 Shares 446 Est. Cost $41.64 Unrealized +287.5%
SYY SYSCO CORPORATION 0.0%
Value ($000) $81 Shares 1,045 Est. Cost $64.98 Unrealized +8.8%
TTC TORO CO 0.0%
Value ($000) $80 Shares 720 Est. Cost $85.59 Unrealized +30.1%
EWY ISHARES MSCI SOUTH KOREA CAPPED ETF 0.0%
Value ($000) $80 Shares 1,300 Est. Cost $70.18 Unrealized
XNTK SPDR NYSE TECHNOLOGY ETF 0.0%
Value ($000) $79 Shares 655 Est. Cost $98.63 Unrealized
QCLN FIRST TRUST NASDAQ CLEAN EDGE GREEN ENERGY ETF 0.0%
Value ($000) $75 Shares 1,445 Est. Cost $29.79 Unrealized
S&P MIDCAP 400 DEPOSITORY RECEIPTS ETF -W 0.0%
Value ($000) $75 Shares 164 Est. Cost $312.70 Unrealized
LECO LINCOLN ELECTRIC HOLDING INC 0.0%
Value ($000) $73 Shares 430 Est. Cost $134.94 Unrealized +22.1%
EFG ISHARES MSCI EAFE GROWTH ETF 0.0%
Value ($000) $72 Shares 768 Est. Cost $97.47 Unrealized
DCI DONALDSON COMPANY INC 0.0%
Value ($000) $72 Shares 1,100 Est. Cost $50.76 Unrealized +18.1%
BP BP P.L.C. 0.0%
Value ($000) $70 Shares 1,858 Est. Cost $35.69 Unrealized
TFI SPDR NUVEEN BLOOMBERG BARCLAY MUNICIPAL BOND ETF 0.0%
Value ($000) $70 Shares 1,500 Est. Cost $51.33 Unrealized
GWW W.W. GRAINGER 0.0%
Value ($000) $69 Shares 100 Est. Cost $621.54 Unrealized 0.0%
HUBS HUBSPOT INC. 0.0%
Value ($000) $69 Shares 160 Est. Cost $170.70 Unrealized +113.8%
ZBH ZIMMER HOLDINGS INC. 0.0%
Value ($000) $67 Shares 521 Est. Cost $87.86 Unrealized +39.2%
NEM NEWMONT CORPORATION 0.0%
Value ($000) $67 Shares 1,357 Est. Cost $30.21 Unrealized +48.3%
WFC WELLS FARGO & CO NEW 0.0%
Value ($000) $66 Shares 1,779 Est. Cost $39.15 Unrealized +3.4%
ALL ALLSTATE CORP 0.0%
Value ($000) $66 Shares 600 Est. Cost $69.32 Unrealized +70.4%
XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $63 Shares 837 Est. Cost $57.81 Unrealized
ALLE ALLEGION PLC 0.0%
Value ($000) $61 Shares 568 Est. Cost $100.05 Unrealized +8.0%
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $57 Shares 1,130 Est. Cost $40.38 Unrealized +16.7%
AXON AXON ENTERPRISE INC COM 0.0%
Value ($000) $56 Shares 250 Est. Cost $139.41 Unrealized +42.6%
PHM PULTEGROUP, INC 0.0%
Value ($000) $54 Shares 925 Est. Cost $40.72 Unrealized +29.6%
DSI ISHARES MSCI KLD 400 SOCIAL 0.0%
Value ($000) $54 Shares 690 Est. Cost $81.67 Unrealized
PIO INVESCO GLOBAL WATER ETF 0.0%
Value ($000) $52 Shares 1,500 Est. Cost $25.33 Unrealized
LEN LENNAR COPORATION CLASS A 0.0%
Value ($000) $52 Shares 490 Est. Cost $70.26 Unrealized +32.0%
NVS NOVARTIS AG - ADR 0.0%
Value ($000) $51 Shares 556 Est. Cost $77.66 Unrealized
VTV VANGUARD VALUE ETF 0.0%
Value ($000) $50 Shares 365 Est. Cost $147.95 Unrealized
TTD THE TRADE DESK, INC. 0.0%
Value ($000) $49 Shares 800 Est. Cost $58.36 Unrealized -8.8%
VPU VANGUARD UTILITIES ETF 0.0%
Value ($000) $49 Shares 330 Est. Cost $145.09 Unrealized
NJR NEW JERSEY RESOURCES CORP 0.0%
Value ($000) $49 Shares 912 Est. Cost $18.38 Unrealized +148.0%
TM TOYOTA MOTOR CORP ADR 0.0%
Value ($000) $47 Shares 335 Est. Cost $137.32 Unrealized
IVV ISHARES CORE S&P 500 ETF 0.0%
Value ($000) $47 Shares 114 Est. Cost $394.74 Unrealized
SNA SNAP-ON INC 0.0%
Value ($000) $47 Shares 189 Est. Cost $131.07 Unrealized +72.6%
SHW SHERWIN WILLIAMS COMPANY 0.0%
Value ($000) $45 Shares 201 Est. Cost $228.93 Unrealized -2.6%
EEM ISHARES MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $45 Shares 1,140 Est. Cost $44.55 Unrealized
PBE INVESCO DYNAMIC BIOTECH & GENOME ETF 0.0%
Value ($000) $44 Shares 700 Est. Cost $58.57 Unrealized
DISCOVER FINANCIAL SERVICES 0.0%
Value ($000) $43 Shares 440 Est. Cost $72.88 Unrealized
XLE ENERGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $43 Shares 520 Est. Cost $75.06 Unrealized
PNC PNC FINANCIAL SERVICES GROUP INC 0.0%
Value ($000) $43 Shares 338 Est. Cost $94.51 Unrealized +42.4%
TROW T ROWE PRICE GROUP INC 0.0%
Value ($000) $42 Shares 375 Est. Cost $99.26 Unrealized +0.3%
RGEN REPLIGEN CORPORATION 0.0%
Value ($000) $42 Shares 250 Est. Cost $144.15 Unrealized +23.8%
IYW ISHARES U.S. TECHNOLOGY ETF 0.0%
Value ($000) $42 Shares 450 Est. Cost $74.49 Unrealized
XEL XCEL ENERGY INC 0.0%
Value ($000) $42 Shares 617 Est. Cost $60.33 Unrealized +1.0%
DHI D R HORTON INC 0.0%
Value ($000) $42 Shares 425 Est. Cost $75.71 Unrealized +22.5%
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $41 Shares 162 Est. Cost $281.03 Unrealized -12.3%
BAX BAXTER INTERNATIONAL INC. 0.0%
Value ($000) $41 Shares 1,000 Est. Cost $58.92 Unrealized -33.1%
ARISTA NETWORKS INC. 0.0%
Value ($000) $40 Shares 240 Est. Cost $162.99 Unrealized
HSY THE HERSHEY COMPANY 0.0%
Value ($000) $40 Shares 156 Est. Cost $145.99 Unrealized +48.8%
ITB ISHARES DOW JONES US HOME CONSTRUCTION INDEX 0.0%
Value ($000) $37 Shares 525 Est. Cost $38.52 Unrealized
TMDX TRANSMEDICS GROUP INC. 0.0%
Value ($000) $35 Shares 460 Est. Cost $21.34 Unrealized +224.1%
FLEX FLEXTRONICS INTL 0.0%
Value ($000) $35 Shares 1,500 Est. Cost $12.00 Unrealized +44.1%
IYF ISHARES U.S. FINANCIAL ETF 0.0%
Value ($000) $33 Shares 470 Est. Cost $69.31 Unrealized
NUVEEN NEW YORK QUALITY MUNICIPAL INCOME FD 0.0%
Value ($000) $32 Shares 2,900 Est. Cost $11.04 Unrealized
NSC NORFOLK SOUTHERN CORPORATION 0.0%
Value ($000) $32 Shares 150 Est. Cost $222.85 Unrealized -2.7%
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $31 Shares 329 Est. Cost $41.33 Unrealized +105.2%
DEO DIAGEO PLC 0.0%
Value ($000) $31 Shares 172 Est. Cost $131.70 Unrealized
DDOG DATADOG INC CLASS A 0.0%
Value ($000) $31 Shares 425 Est. Cost $64.51 Unrealized +13.8%
FANG DIAMONDBACK ENERGY INC. 0.0%
Value ($000) $30 Shares 225 Est. Cost $107.37 Unrealized +15.3%
SPIP SPDR PORTFOLIO TIP ETF 0.0%
Value ($000) $30 Shares 1,131 Est. Cost $30.95 Unrealized
ANIX ANIXA BIOSCIENCES INC. 0.0%
Value ($000) $30 Shares 7,000 Est. Cost $4.51 Unrealized -2.9%
NUVEEN AMT- FREE QUALITY MUNICIPAL INCOME FUND 0.0%
Value ($000) $30 Shares 2,690 Est. Cost $11.12 Unrealized
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $29 Shares 600 Est. Cost $33.60 Unrealized +47.0%
AZN ASTRAZENECA PLC - ADR 0.0%
Value ($000) $29 Shares 420 Est. Cost $36.18 Unrealized
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value ($000) $29 Shares 350 Est. Cost $90.86 Unrealized
DLTR DOLLAR TREE, INC. 0.0%
Value ($000) $29 Shares 200 Est. Cost $100.42 Unrealized +44.5%
LAM RESEARCH CORP COMMON 0.0%
Value ($000) $28 Shares 52 Est. Cost $326.96 Unrealized
SCHOCKWAVE MEDICAL INC 0.0%
Value ($000) $28 Shares 127 Est. Cost $39.37 Unrealized
LABORATORY CORPORATION OF AMERICAN HOLDINGS 0.0%
Value ($000) $28 Shares 120 Est. Cost $208.33 Unrealized
NFG NATIONAL FUEL GAS CO. NJ 0.0%
Value ($000) $27 Shares 475 Est. Cost $68.95 Unrealized -15.9%
FLGT FULGENT GENETICS INC. 0.0%
Value ($000) $27 Shares 860 Est. Cost $52.21 Unrealized -38.4%
ICE INTERCONTINENTAL EXCHANGE INCOM 0.0%
Value ($000) $26 Shares 250 Est. Cost $120.26 Unrealized -16.6%
ZBRA ZEBRA TECHNOLOGIES CORP CLASS A 0.0%
Value ($000) $25 Shares 80 Est. Cost $272.75 Unrealized +10.8%
BBY BEST BUY 0.0%
Value ($000) $25 Shares 325 Est. Cost $82.19 Unrealized -13.1%
PINS PINTEREST INC CL A 0.0%
Value ($000) $25 Shares 915 Est. Cost $59.99 Unrealized -56.8%
CTRA COTERRA ENERGY INC 0.0%
Value ($000) $25 Shares 1,000 Est. Cost $24.33 Unrealized -9.3%
PCRX PACIRA BIOSCIENCES, INC 0.0%
Value ($000) $24 Shares 600 Est. Cost $43.23 Unrealized -8.0%
DPZ DOMINO'S PIZZA INC 0.0%
Value ($000) $24 Shares 74 Est. Cost $215.02 Unrealized +48.4%
AMP AMERIPRISE FINANCIAL INC. 0.0%
Value ($000) $24 Shares 79 Est. Cost $249.92 Unrealized +25.9%
MELI MERCADOLIBRE INC 0.0%
Value ($000) $24 Shares 18 Est. Cost $1237.15 Unrealized -8.1%
FCX FREEPORT-MCMORAN COPPER & GOLD CLASS B 0.0%
Value ($000) $24 Shares 575 Est. Cost $33.77 Unrealized +18.4%
OKE ONEOK INC 0.0%
Value ($000) $23 Shares 363 Est. Cost $52.43 Unrealized +9.3%
LAD LITHIA MOTORS INC CL A 0.0%
Value ($000) $23 Shares 100 Est. Cost $301.86 Unrealized -19.4%
BIIB BIOGEN INC 0.0%
Value ($000) $22 Shares 80 Est. Cost $213.20 Unrealized +29.8%
SIEGY SIEMENS AG 0.0%
Value ($000) $22 Shares 270 Est. Cost $66.82 Unrealized
FNDX SCHWAB FUNDAMENTAL U.S. LARGE COMPANY INDEX ETF 0.0%
Value ($000) $21 Shares 385 Est. Cost $51.95 Unrealized
DVA DAVITA INC. 0.0%
Value ($000) $21 Shares 260 Est. Cost $83.84 Unrealized -4.4%
DNP SELECT INCOME FUND INC 0.0%
Value ($000) $21 Shares 1,900 Est. Cost $10.64 Unrealized
IGSB ISHARES 1-3 YEAR CREDIT BOND ETF 0.0%
Value ($000) $21 Shares 410 Est. Cost $51.22 Unrealized
IBKR INTERACTIVE BROKERS GRO-CL A 0.0%
Value ($000) $21 Shares 250 Est. Cost $6.80 Unrealized +194.8%
MDB MONGODB, INC. 0.0%
Value ($000) $21 Shares 88 Est. Cost $66.66 Unrealized +214.8%
ASML ASML HOLDING N V N Y REGISTRY SHS 0.0%
Value ($000) $20 Shares 30 Est. Cost $366.67 Unrealized
VRSK VERISK ANALYTICS INC 0.0%
Value ($000) $20 Shares 105 Est. Cost $188.09 Unrealized -5.5%
RHI ROBERT HALF INTL INC 0.0%
Value ($000) $20 Shares 250 Est. Cost $76.28 Unrealized +4.1%
CSIQ CANADIAN SOLAR INC COM 0.0%
Value ($000) $20 Shares 500 Est. Cost $41.00 Unrealized -3.2%
MFC MANULIFE FINANCIAL 0.0%
Value ($000) $20 Shares 1,067 Est. Cost $17.88 Unrealized +6.4%
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $19 Shares 96 Est. Cost $81.43 Unrealized +4.1%
BKH BLACK HILLS CORPORATION 0.0%
Value ($000) $19 Shares 300 Est. Cost $63.94 Unrealized -10.1%
CARG CARGURUS INC COM CL A 0.0%
Value ($000) $19 Shares 1,000 Est. Cost $28.98 Unrealized -41.3%
ETSY ETSY INC 0.0%
Value ($000) $18 Shares 165 Est. Cost $115.58 Unrealized +7.3%
NUVEEN AMT-FREE MUNI CREDIT INCOME FUND 0.0%
Value ($000) $18 Shares 1,550 Est. Cost $11.78 Unrealized
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $18 Shares 675 Est. Cost $21.83 Unrealized +34.8%
USRT ISHARES CORE US REIT ETF 0.0%
Value ($000) $18 Shares 355 Est. Cost $64.52 Unrealized
F FORD MOTOR CO DEL 0.0%
Value ($000) $18 Shares 1,416 Est. Cost $9.43 Unrealized +8.2%
USAI PACER AMERICAN ENERGY INDEPENDENCE ETF 0.0%
Value ($000) $17 Shares 670 Est. Cost $26.12 Unrealized
RSPR INVESCO S&P 500 EQUAL WEIGHT REAL ESTATE ETF 0.0%
Value ($000) $17 Shares 565 Est. Cost $39.58 Unrealized
SHE SPDR MSCI USA GENDER DIVERSITY ETF 0.0%
Value ($000) $17 Shares 208 Est. Cost $77.27 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 0.0%
Value ($000) $17 Shares 252 Est. Cost $66.85 Unrealized
PLUG PLUG POWER INC. 0.0%
Value ($000) $17 Shares 1,420 Est. Cost $12.48 Unrealized +14.6%
PIMCO HIGH INCOME FUND 0.0%
Value ($000) $17 Shares 3,472 Est. Cost $5.18 Unrealized
KNG FT CBOE VEST S&P 500 DIV ARISTOCRATS TARGET I 0.0%
Value ($000) $16 Shares 320 Est. Cost $51.43 Unrealized
KRE SPDR S&P REGIONAL BANKING ETF 0.0%
Value ($000) $16 Shares 375 Est. Cost $59.38 Unrealized
SONY SONY GROUP CORP 0.0%
Value ($000) $16 Shares 180 Est. Cost $57.14 Unrealized
DAL DELTA AIR LINES INC 0.0%
Value ($000) $16 Shares 455 Est. Cost $42.29 Unrealized -14.7%
BSV VANGUARD SHORT-TERM BOND ETF 0.0%
Value ($000) $16 Shares 207 Est. Cost $78.98 Unrealized
GOOD GLADSTONE COMMERCIAL CORP 0.0%
Value ($000) $16 Shares 1,245 Est. Cost $18.18 Unrealized
LHX L3HARRIS TECHNOLOGIES INC. COMMON STOCK 0.0%
Value ($000) $16 Shares 80 Est. Cost $214.55 Unrealized -10.5%
ZTS ZOETIS INC 0.0%
Value ($000) $16 Shares 94 Est. Cost $148.20 Unrealized +7.3%
EXAS EXACT SCIENCES CORP COM 0.0%
Value ($000) $15 Shares 225 Est. Cost $120.93 Unrealized -46.8%
CASY CASEY'S GENERAL STORES INC 0.0%
Value ($000) $15 Shares 70 Est. Cost $94.86 Unrealized +126.8%
LUV SOUTHWEST AIRLINES 0.0%
Value ($000) $15 Shares 465 Est. Cost $32.78 Unrealized -2.8%
SU SUNCOR ENERGY INC NEW 0.0%
Value ($000) $15 Shares 480 Est. Cost $12.03 Unrealized +142.4%
LULU LULULEMON ATHLETICA INC 0.0%
Value ($000) $15 Shares 40 Est. Cost $255.73 Unrealized +22.6%
VB VANGUARD SMALL CAP ETF 0.0%
Value ($000) $14 Shares 76 Est. Cost $182.83 Unrealized
MLPX GLOBAL X MLP AND ENERGY INFRASTRUCTURE ETF 0.0%
Value ($000) $14 Shares 360 Est. Cost $37.54 Unrealized
ARKQ ARK AUTONOMOUS TECHNOLOGY & ROBOTICS ETF 0.0%
Value ($000) $14 Shares 280 Est. Cost $72.25 Unrealized
NI NISOURCE INC 0.0%
Value ($000) $14 Shares 500 Est. Cost $26.33 Unrealized -5.5%
TTWO TAKE-TWO INTERACTIVE SOFTWARE, INC. 0.0%
Value ($000) $14 Shares 115 Est. Cost $79.99 Unrealized +39.4%
DOCU DOCUSIGN INC 0.0%
Value ($000) $14 Shares 235 Est. Cost $130.95 Unrealized -54.5%
IBB ISHARES NASDAQ BIOTECHNOLOGYETF 0.0%
Value ($000) $14 Shares 105 Est. Cost $133.33 Unrealized
CBOE CBOE GLOBAL MARKETS, INC. 0.0%
Value ($000) $13 Shares 100 Est. Cost $45.89 Unrealized +165.3%
LFUS LITTELFUSE INC 0.0%
Value ($000) $13 Shares 50 Est. Cost $92.47 Unrealized +177.8%
MDYV SPDR S&P 400 MID CAP VALUE ETF 0.0%
Value ($000) $13 Shares 200 Est. Cost $60.00 Unrealized
PGX INVESCO PREFERRED ETF 0.0%
Value ($000) $13 Shares 1,150 Est. Cost $11.95 Unrealized
TREX TREX COMPANY INC. 0.0%
Value ($000) $13 Shares 265 Est. Cost $47.38 Unrealized +6.7%
WIX WIX.COM LTD 0.0%
Value ($000) $13 Shares 128 Est. Cost $200.08 Unrealized -56.1%
MKL MARKEL CORP HOLDING COMPANY 0.0%
Value ($000) $13 Shares 10 Est. Cost $901.87 Unrealized +47.3%
NZAC SPDR MSCI ACWI CLIMATE PARIS ALIGNED ETF 0.0%
Value ($000) $12 Shares 440 Est. Cost $43.34 Unrealized
APPN APPIAN CORPORATION 0.0%
Value ($000) $12 Shares 280 Est. Cost $67.20 Unrealized -39.8%
ECL ECOLAB INC. 0.0%
Value ($000) $12 Shares 75 Est. Cost $179.54 Unrealized -15.9%
TDVG T. ROWE PRICE DIVIDEND GROWTH ETF 0.0%
Value ($000) $12 Shares 382 Est. Cost $31.95 Unrealized
FTGC FIRST TR EXCHANGE TRAD FD VIFST TR GLB FD 0.0%
Value ($000) $12 Shares 506 Est. Cost $27.67 Unrealized
LGLV SPDR SSGA US LARGE CAP LOW VOLATILITY INDEX ETF 0.0%
Value ($000) $12 Shares 85 Est. Cost $130.80 Unrealized
CRAI CRA INTERNATIONAL INC. 0.0%
Value ($000) $11 Shares 105 Est. Cost $89.43 Unrealized +26.9%
FNDF SCWAB FUNDAMENTAL INTERNATIONAL LARGE COMPANY 0.0%
Value ($000) $11 Shares 361 Est. Cost $33.24 Unrealized
CHICO'S FASHION INC 0.0%
Value ($000) $11 Shares 2,025 Est. Cost $5.15 Unrealized
SCHA SCHWAB U.S. SMALL-CAP ETF 0.0%
Value ($000) $11 Shares 262 Est. Cost $72.52 Unrealized
CRUS CIRRUS LOGIC INC 0.0%
Value ($000) $11 Shares 100 Est. Cost $46.43 Unrealized +109.6%
OXY OCCIDENTAL PETROLEUM CORP 0.0%
Value ($000) $11 Shares 175 Est. Cost $60.47 Unrealized -2.2%
MAR MARRIOTT INTERNATIONAL INC. CLASS A 0.0%
Value ($000) $11 Shares 65 Est. Cost $90.98 Unrealized +77.8%
EWD ISHARES MSCI SWEDEN ETF 0.0%
Value ($000) $11 Shares 300 Est. Cost $30.00 Unrealized
PAYX PAYCHEX INC 0.0%
Value ($000) $11 Shares 92 Est. Cost $104.30 Unrealized 0.0%
FICO FAIR ISAAC CORPORATION 0.0%
Value ($000) $11 Shares 15 Est. Cost $167.00 Unrealized +298.3%
SUB ISHARES S&P SHORT TERM NATIONAL AMT- FREE BD ETF 0.0%
Value ($000) $10 Shares 100 Est. Cost $100.00 Unrealized
ADSK AUTODESK INC. 0.0%
Value ($000) $10 Shares 50 Est. Cost $230.34 Unrealized -10.6%
HOG HARLEY DAVIDSON 0.0%
Value ($000) $10 Shares 270 Est. Cost $54.04 Unrealized -18.7%
GPC GENUINE PARTS 0.0%
Value ($000) $10 Shares 60 Est. Cost $137.41 Unrealized +12.8%
FNDA SCHWAB FUNDAMENTAL U.S. SMALL COMPANY INDEX ETF 0.0%
Value ($000) $10 Shares 205 Est. Cost $48.78 Unrealized
VMWARE INC 0.0%
Value ($000) $10 Shares 79 Est. Cost $72.22 Unrealized
PEG PUBLIC SERVICE ENTERPRISE GROUP, INC 0.0%
Value ($000) $10 Shares 155 Est. Cost $22.69 Unrealized +141.9%
IHI ISHARES U.S. MEDICAL DEVICES ETF 0.0%
Value ($000) $9 Shares 175 Est. Cost $52.89 Unrealized
FVRR FIVERR INTERNATIONAL LTD. 0.0%
Value ($000) $9 Shares 270 Est. Cost $209.45 Unrealized -82.6%
KINIKSA PHARMACEUTICALS LTD. -CLASS A 0.0%
Value ($000) $9 Shares 875 Est. Cost $10.95 Unrealized
WFCF WHERE FOOD COMES FROM INC. 0.0%
Value ($000) $9 Shares 700 Est. Cost $13.29 Unrealized +2.7%
EBAY EBAY INC 0.0%
Value ($000) $9 Shares 207 Est. Cost $22.94 Unrealized +88.9%
PUBM PUBMATIC INC COM CL A 0.0%
Value ($000) $9 Shares 664 Est. Cost $27.33 Unrealized -47.2%
UNILEVER PLC 0.0%
Value ($000) $9 Shares 170 Est. Cost $60.85 Unrealized
IJT ISHARES S&P SMALLCAP 600 GROWTH INDEX FD 0.0%
Value ($000) $9 Shares 80 Est. Cost $100.00 Unrealized
COF CAPITAL ONE FINANCIAL CORP 0.0%
Value ($000) $9 Shares 90 Est. Cost $59.79 Unrealized +66.7%
MITK MITEK SYSTEMS INC. 0.0%
Value ($000) $9 Shares 900 Est. Cost $14.62 Unrealized -34.4%
RHHBY ROCHE HOLDING AG 0.0%
Value ($000) $9 Shares 239 Est. Cost $36.36 Unrealized
EWC ISHARES MSCI CANADA ETF 0.0%
Value ($000) $9 Shares 250 Est. Cost $26.38 Unrealized
TDOC TELADOC HEALTH INC. 0.0%
Value ($000) $8 Shares 327 Est. Cost $203.34 Unrealized -86.8%
SIX FLAGS ENTERTAINMENT CORPORATION 0.0%
Value ($000) $8 Shares 315 Est. Cost $44.44 Unrealized
KMI KINDER MORGAN INC. 0.0%
Value ($000) $8 Shares 470 Est. Cost $14.77 Unrealized +3.2%
NDAQ NASDAQ STOCK MARKET INC 0.0%
Value ($000) $8 Shares 150 Est. Cost $42.07 Unrealized +31.7%
DFH DREAM FINDERS HOMES INC. - CLASS A 0.0%
Value ($000) $8 Shares 615 Est. Cost $18.38 Unrealized -35.8%
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.0%
Value ($000) $8 Shares 62 Est. Cost $121.83 Unrealized
OMC OMNICOM GROUP INC 0.0%
Value ($000) $8 Shares 85 Est. Cost $60.29 Unrealized +33.3%
CORECARD CORPORATION 0.0%
Value ($000) $8 Shares 265 Est. Cost $32.82 Unrealized
SNPS SYNOPSYS INC 0.0%
Value ($000) $8 Shares 20 Est. Cost $120.29 Unrealized +197.0%
NUVEEN QUALITY MUNICIPAL INCOME FUND 0.0%
Value ($000) $8 Shares 669 Est. Cost $11.53 Unrealized
HAIL SPDR SER TR S&P KENSHO SMART 0.0%
Value ($000) $8 Shares 240 Est. Cost $53.00 Unrealized
IWS ISHARES RUSSELL MIDCAP VALUE INDEX FUND 0.0%
Value ($000) $8 Shares 71 Est. Cost $106.20 Unrealized
TWLO TWILIO INC. - A 0.0%
Value ($000) $8 Shares 113 Est. Cost $152.36 Unrealized -59.5%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORP 0.0%
Value ($000) $7 Shares 122 Est. Cost $68.65 Unrealized -13.0%
CLPT CLEARPOINT NEURO INC. 0.0%
Value ($000) $7 Shares 880 Est. Cost $11.57 Unrealized -24.3%
SPG SIMON PROPERTY GROUP 0.0%
Value ($000) $7 Shares 66 Est. Cost $112.47 Unrealized -9.4%
TAN INVESCO EXCH TRADED FD TR IISOLAR ETF 0.0%
Value ($000) $7 Shares 95 Est. Cost $76.05 Unrealized
VOX VANGUARD COMMUNICATION SERVICES ETF 0.0%
Value ($000) $7 Shares 74 Est. Cost $135.14 Unrealized
FNDC SCHWAB FUNDAMENTAL INTERNATIONAL SMALL COMPANY 0.0%
Value ($000) $7 Shares 215 Est. Cost $37.21 Unrealized
VINP VINCI PARTNERS INVESTMENTS LTD. - CLASS A 0.0%
Value ($000) $7 Shares 855 Est. Cost $12.27 Unrealized -24.1%
EWA ISHARES MSCI AUSTRALIA ETF 0.0%
Value ($000) $7 Shares 300 Est. Cost $22.65 Unrealized
NICE NICE LTD - AMERICAN DEPOSITORY SHARES 0.0%
Value ($000) $7 Shares 30 Est. Cost $166.67 Unrealized
ARCO PLATFORM LIMITED -CLASS A 0.0%
Value ($000) $7 Shares 625 Est. Cost $20.48 Unrealized
FTV FORTIVE CORPORATION 0.0%
Value ($000) $7 Shares 100 Est. Cost $37.68 Unrealized +31.9%
FROG JFROG LTD 0.0%
Value ($000) $7 Shares 345 Est. Cost $28.97 Unrealized -23.1%
CMBM CAMBIUM NETWORKS CORPORATION 0.0%
Value ($000) $7 Shares 380 Est. Cost $26.57 Unrealized -23.4%
ACCS ISSUER DIRECT CORPORATION 0.0%
Value ($000) $7 Shares 320 Est. Cost $28.01 Unrealized -9.6%
EA ELECTRONIC ARTS INC 0.0%
Value ($000) $7 Shares 55 Est. Cost $96.04 Unrealized +20.4%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $7 Shares 20 Est. Cost $297.04 Unrealized +9.0%
SNY SANOFI ADR 0.0%
Value ($000) $7 Shares 120 Est. Cost $50.00 Unrealized
RMNI RIMINI STREET INC. 0.0%
Value ($000) $6 Shares 1,565 Est. Cost $6.55 Unrealized -31.2%
NTAP NETAPP, INC. 0.0%
Value ($000) $6 Shares 100 Est. Cost $26.74 Unrealized +126.3%
FNB F.N.B. CORPORATION 0.0%
Value ($000) $6 Shares 550 Est. Cost $10.26 Unrealized +17.4%
CM CANADIAN IMPERIAL BANK OF COMMERCE 0.0%
Value ($000) $6 Shares 150 Est. Cost $41.55 Unrealized -7.3%
ROKU ROKU INC 0.0%
Value ($000) $6 Shares 95 Est. Cost $214.25 Unrealized -72.7%
SMID SMITH-MIDLAND CORPORATION 0.0%
Value ($000) $6 Shares 330 Est. Cost $26.44 Unrealized -24.7%
NVCR NOVOCURE LIMITED 0.0%
Value ($000) $6 Shares 100 Est. Cost $79.97 Unrealized -0.1%
IEMG ISHARES CORE MSCI EMERGING MARKET ETF 0.0%
Value ($000) $6 Shares 122 Est. Cost $48.79 Unrealized
ONTF ON24 INC. 0.0%
Value ($000) $6 Shares 675 Est. Cost $16.40 Unrealized -46.2%
SMART GLOBAL HOLDINGS INC. 0.0%
Value ($000) $6 Shares 340 Est. Cost $37.50 Unrealized
BCE BCE INC 0.0%
Value ($000) $6 Shares 130 Est. Cost $37.64 Unrealized -4.2%
PTON PELOTON INTERACTIVE INC CLASS A 0.0%
Value ($000) $6 Shares 510 Est. Cost $65.48 Unrealized -81.6%
FSLY FASTLY INC CLASS A 0.0%
Value ($000) $6 Shares 310 Est. Cost $27.58 Unrealized -53.9%
DCBO DOCEBO INC. 0.0%
Value ($000) $5 Shares 135 Est. Cost $59.75 Unrealized -38.5%
IYH ISHARES U.S. HEALTHCARE ETF 0.0%
Value ($000) $5 Shares 20 Est. Cost $250.00 Unrealized
CUBE CUBESMART COM 0.0%
Value ($000) $5 Shares 116 Est. Cost $50.28 Unrealized
VSGX VANGUARD ESG INTERNATIONAL STOCK ETF 0.0%
Value ($000) $5 Shares 101 Est. Cost $49.18 Unrealized
AWK AMERICAN WATER WORKS INC. 0.0%
Value ($000) $5 Shares 36 Est. Cost $122.56 Unrealized +13.3%
EWS ISHARES MSCI SINGAPORE ETF 0.0%
Value ($000) $5 Shares 264 Est. Cost $20.12 Unrealized
EOG EOG RESOURCES INC 0.0%
Value ($000) $5 Shares 45 Est. Cost $97.66 Unrealized +11.9%
OUTSET MEDICAL INC. 0.0%
Value ($000) $5 Shares 280 Est. Cost $46.05 Unrealized
CMPS COMPASS PATHWAYS PLC 0.0%
Value ($000) $5 Shares 505 Est. Cost $15.68 Unrealized
REATA PHARMACEUTICALS INC. 0.0%
Value ($000) $5 Shares 55 Est. Cost $18.18 Unrealized
LAND GLADSTONE LAND CORPORATION 0.0%
Value ($000) $5 Shares 300 Est. Cost $35.89 Unrealized
FRPT FRESHPET INC 0.0%
Value ($000) $5 Shares 75 Est. Cost $53.26 Unrealized +15.3%
NEW RELIC INC 0.0%
Value ($000) $5 Shares 65 Est. Cost $105.33 Unrealized
ZUORA INC 0.0%
Value ($000) $5 Shares 494 Est. Cost $14.17 Unrealized
SPLUNK INC. 0.0%
Value ($000) $5 Shares 50 Est. Cost $60.00 Unrealized
CNI CANADIAN NATIONAL RAILWAY CO 0.0%
Value ($000) $5 Shares 40 Est. Cost $69.39 Unrealized +60.6%
TXT TEXTRON INC 0.0%
Value ($000) $5 Shares 65 Est. Cost $49.13 Unrealized +44.7%
POST POST HOLDINGS INC 0.0%
Value ($000) $4 Shares 50 Est. Cost $35.89 Unrealized +153.4%
CME CME GROUP INC. 0.0%
Value ($000) $4 Shares 23 Est. Cost $129.10 Unrealized +25.5%
SMMT SUMMIT THERAPEUTICS INC. 0.0%
Value ($000) $4 Shares 2,500 Est. Cost $3.44 Unrealized -20.6%
CFG CITIZENS FINANCIAL GROUP INC. COMMON STOCK 0.0%
Value ($000) $4 Shares 137 Est. Cost $31.80 Unrealized +8.1%
CHGG CHEGG INC COM 0.0%
Value ($000) $4 Shares 250 Est. Cost $79.46 Unrealized -76.5%
ET ENERGY TRANSFER LP COM UT LTD PTN 0.0%
Value ($000) $4 Shares 324 Est. Cost $7.48 Unrealized
BE BLOOM ENERGY CORP COM CL A 0.0%
Value ($000) $4 Shares 200 Est. Cost $14.93 Unrealized +46.7%
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $4 Shares 50 Est. Cost $74.27 Unrealized +0.2%
EFIV SPDR S&P 500 ESG ETF 0.0%
Value ($000) $4 Shares 100 Est. Cost $36.65 Unrealized
APTIV PLC 0.0%
Value ($000) $4 Shares 35 Est. Cost $142.86 Unrealized
AMKR AMKOR TECHNOLOGY INC 0.0%
Value ($000) $4 Shares 150 Est. Cost $18.20 Unrealized +42.9%
IWP ISHARES RUSSELL MIDCAP GROWTH INDEX FUND 0.0%
Value ($000) $4 Shares 42 Est. Cost $91.05 Unrealized
DIBS 1STDIBS.COM INC 0.0%
Value ($000) $4 Shares 955 Est. Cost $11.44 Unrealized -55.6%
MAA MID-AMERICA APARTMENT COMMUNITIES INC. 0.0%
Value ($000) $4 Shares 25 Est. Cost $150.98 Unrealized -6.2%
CNTA CENTESSA PHARMACEUTICALS PLC 0.0%
Value ($000) $4 Shares 925 Est. Cost $10.31 Unrealized
WT WISDOMTREE INC 0.0%
Value ($000) $4 Shares 600 Est. Cost $10.87 Unrealized -46.4%
MTN VAIL RESORTS INC. 0.0%
Value ($000) $4 Shares 15 Est. Cost $218.90 Unrealized +10.1%
W WAYFAIR INC CL A 0.0%
Value ($000) $3 Shares 100 Est. Cost $265.47 Unrealized -83.3%
ALGN ALIGN TECHNOLOGY INC. 0.0%
Value ($000) $3 Shares 10 Est. Cost $171.20 Unrealized +72.3%
BM TECHNOLOGIES INC. 0.0%
Value ($000) $3 Shares 880 Est. Cost $9.45 Unrealized
JD JD.COM INC.-ADR 0.0%
Value ($000) $3 Shares 70 Est. Cost $45.45 Unrealized
EQR EQUITY RESIDENTIAL SHARES OF BENEFICIAL INT 0.0%
Value ($000) $3 Shares 50 Est. Cost $31.42 Unrealized +72.7%
VSS VANGUARD FTSE ALL-WLD EX-US SMCP IDX ETF 0.0%
Value ($000) $3 Shares 27 Est. Cost $111.11 Unrealized
AJG ARTHUR J. GALLAGHER & CO. 0.0%
Value ($000) $3 Shares 15 Est. Cost $171.86 Unrealized +7.5%
PPL PPL CORP 0.0%
Value ($000) $3 Shares 100 Est. Cost $22.90 Unrealized +11.8%
CORNERSTONE STRATEGIC VALUE FUND INC. 0.0%
Value ($000) $3 Shares 355 Est. Cost $8.45 Unrealized
MASONITE INTERNATIONAL CORPORATION 0.0%
Value ($000) $3 Shares 30 Est. Cost $66.67 Unrealized
GH GUARDANT HEALTH INC. 0.0%
Value ($000) $3 Shares 115 Est. Cost $55.44 Unrealized -48.5%
WHR WHIRLPOOL CORP 0.0%
Value ($000) $3 Shares 20 Est. Cost $194.31 Unrealized -26.7%
WSO WATSCO INC. COMMON STOCK 0.0%
Value ($000) $3 Shares 8 Est. Cost $270.99 Unrealized +8.4%
BARRICK GOLD CORP 0.0%
Value ($000) $3 Shares 135 Est. Cost $15.88 Unrealized
CHTR CHARTER COMMUNICATIONS,INC-A 0.0%
Value ($000) $3 Shares 7 Est. Cost $373.53 Unrealized 0.0%
APLE APPLE HOSPITALTIY REIT INC COMMON SHARES 0.0%
Value ($000) $2 Shares 161 Est. Cost $12.42 Unrealized
UPST UPSTART HLDGS INC COM 0.0%
Value ($000) $2 Shares 150 Est. Cost $197.24 Unrealized -91.5%
PLD PROLOGIS, INC. 0.0%
Value ($000) $2 Shares 19 Est. Cost $100.19 Unrealized +11.7%
STT STATE STREET CORP. COM 0.0%
Value ($000) $2 Shares 31 Est. Cost $57.49 Unrealized +32.5%
IWN ISHARES RUSSELL 2000 VALUE ETF 0.0%
Value ($000) $2 Shares 17 Est. Cost $137.00 Unrealized
GINGKO BIOWORKS HOLDINGS INC 0.0%
Value ($000) $2 Shares 1,739 Est. Cost $1.69 Unrealized
BLNK BLINK CHARGING CO. - COMMON STOCK 0.0%
Value ($000) $2 Shares 264 Est. Cost $20.49 Unrealized -48.5%
PPG PPG INDUSTRIES 0.0%
Value ($000) $2 Shares 17 Est. Cost $114.90 Unrealized +5.4%
MASI MASIMO CORPORATION 0.0%
Value ($000) $2 Shares 12 Est. Cost $110.93 Unrealized +52.1%
GT THE GOODYEAR TIRE & RUBBER COMPANY-COMMON STOCK 0.0%
Value ($000) $2 Shares 200 Est. Cost $12.71 Unrealized -12.8%
FE FIRSTENERGY CORP 0.0%
Value ($000) $2 Shares 55 Est. Cost $25.24 Unrealized +42.0%
HBAN HUNTINGTON BANCSHARES INC. 0.0%
Value ($000) $2 Shares 194 Est. Cost $11.24 Unrealized +8.2%
SCZ ISHARES MSCI EAFE SMALL CAP ETF 0.0%
Value ($000) $2 Shares 35 Est. Cost $59.49 Unrealized
BAND BANDWIDTH INC 0.0%
Value ($000) $2 Shares 130 Est. Cost $148.05 Unrealized -86.4%
VXUS ETF VANGUARD TOTAL INTL STOCK 0.0%
Value ($000) $2 Shares 35 Est. Cost $50.31 Unrealized
VFC VF CORP 0.0%
Value ($000) $2 Shares 80 Est. Cost $43.14 Unrealized -39.1%
BIDU BAIDU INC - SPON ADR 0.0%
Value ($000) $2 Shares 12 Est. Cost $227.25 Unrealized
INTU INTUIT INC 0.0%
Value ($000) $2 Shares 4 Est. Cost $403.22 Unrealized 0.0%
LEG LEGGETT & PLATT 0.0%
Value ($000) $2 Shares 55 Est. Cost $38.00 Unrealized -11.4%
MLKN MILLERKNOLL INC. 0.0%
Value ($000) $2 Shares 85 Est. Cost $29.83 Unrealized -32.0%
CIEN CIENA CORP 0.0%
Value ($000) $2 Shares 30 Est. Cost $65.45 Unrealized -23.7%
AIIYX INVESCO INTERNATIONAL GROWTH FUND 0.0%
Value ($000) $2 Shares 71 Est. Cost $34.48 Unrealized
ACM AECOM TECHNOLOGY CORP 0.0%
Value ($000) $1 Shares 16 Est. Cost $62.86 Unrealized +33.3%
NCLH NORWEGIAN CRUISE LINE HOLDINGS LTD 0.0%
Value ($000) $1 Shares 100 Est. Cost $38.77 Unrealized -61.4%
IRBTQ IROBOT CORPORATION 0.0%
Value ($000) $1 Shares 30 Est. Cost $91.53 Unrealized -51.6%
JKS JINKOSOLAR HOLDING COMPANY LTD 0.0%
Value ($000) $1 Shares 25 Est. Cost $40.00 Unrealized
TOTALENERGIES SE 0.0%
Value ($000) $1 Shares 20 Est. Cost $50.00 Unrealized
VNT VONTIER CORPORATION 0.0%
Value ($000) $1 Shares 40 Est. Cost $31.19 Unrealized -22.5%
AFL AFLAC INC. 0.0%
Value ($000) $1 Shares 16 Est. Cost $34.51 Unrealized +86.2%
SFIX STITCH FIX, INC. - CLASS A 0.0%
Value ($000) $1 Shares 195 Est. Cost $36.45 Unrealized -87.1%
FTHM FATHOM HOLDINGS INC. 0.0%
Value ($000) $1 Shares 230 Est. Cost $23.31 Unrealized -77.9%
IVZ INVESCO LIMITED 0.0%
Value ($000) $1 Shares 50 Est. Cost $12.44 Unrealized +25.0%
IBRX IMMUNITYBIO INC. 0.0%
Value ($000) $1 Shares 450 Est. Cost $4.20 Unrealized -25.9%
BP PRUDHOE BAY ROYALTY TRUST 0.0%
Value ($000) $1 Shares 100 Est. Cost $100.00 Unrealized
IQ IQIYI, INC. - ADR 0.0%
Value ($000) $1 Shares 100 Est. Cost $29.02 Unrealized
VREX VAREX IMAGING CORP 0.0%
Value ($000) $1 Shares 40 Est. Cost $21.87 Unrealized -13.0%
HP HELMERICH & PAYNE, INC. 0.0%
Value ($000) $1 Shares 20 Est. Cost $62.55 Unrealized -31.0%
EIX EDISON INTERNATIONAL 0.0%
Value ($000) $1 Shares 10 Est. Cost $47.82 Unrealized +23.8%
SPB SPECTRUM BRANDS HOLDINGS INCCOMMON STOCK 0.0%
Value ($000) $1 Shares 10 Est. Cost $56.67 Unrealized +11.4%
BZUN BAOUZUN INC-SPN ADR 0.0%
Value ($000) $0 Shares 75 Est. Cost $53.33 Unrealized
CVE CENOVUS ENERGY INC. 0.0%
Value ($000) $0 Shares 25 Est. Cost $4.22 Unrealized +303.7%
GME GAMESTOP CORP NEW CL A 0.0%
Value ($000) $0 Shares 12 Est. Cost $31.86 Unrealized -37.5%
INVITAE CORP COM 0.0%
Value ($000) $0 Shares 125 Est. Cost $44.44 Unrealized
PCG P G & E CORP 0.0%
Value ($000) $0 Shares 10 Est. Cost $11.18 Unrealized +39.7%
LEN/B LENNAR CORPORATION CLASS B 0.0%
Value ($000) $0 Shares 1 Est. Cost $57.39 Unrealized +32.0%