ADIRONDACK TRUST CO Diversified Active

CIK: 0001054257 · Show all filings

Period: Q4 2023 (← Previous) (Next →)

Filing Date: Mar 29, 2024

Total Value ($000): $231,420 (100.0% shares, 0.0% debt)

Holdings (496)

SPY SPDR S & P 500 ETF TRUST 11.8%
Value ($000) $27,259 Shares 53,652 Est. Cost $236.76 Unrealized
AAPL APPLE INC 5.7%
Value ($000) $13,193 Shares 72,990 Est. Cost $88.09 Unrealized +107.5%
MSFT MICROSOFT CORP 4.4%
Value ($000) $10,186 Shares 24,626 Est. Cost $39.98 Unrealized +776.3%
NVDA NVIDIA CORP. 3.5%
Value ($000) $8,057 Shares 10,185 Est. Cost $17.42 Unrealized +165.9%
AMZN AMAZON. COM, INC 2.8%
Value ($000) $6,555 Shares 37,085 Est. Cost $121.13 Unrealized +15.7%
MDY S & P MIDCAP 400 DEPOSITORY RECEIPTS ETF 2.5%
Value ($000) $5,883 Shares 11,142 Est. Cost $236.98 Unrealized
PG PROCTER & GAMBLE CO 2.1%
Value ($000) $4,831 Shares 30,398 Est. Cost $63.29 Unrealized +122.2%
JPM JPMORGAN CHASE & CO COM 1.9%
Value ($000) $4,288 Shares 23,048 Est. Cost $68.00 Unrealized +113.1%
TIP ISHARES TIPS BOND ETF 1.8%
Value ($000) $4,200 Shares 39,359 Est. Cost $113.23 Unrealized
JNJ JOHNSON & JOHNSON 1.8%
Value ($000) $4,108 Shares 25,458 Est. Cost $71.70 Unrealized +100.3%
IJR ISHARES CORE S&P SMALL-CAP ETF 1.7%
Value ($000) $4,028 Shares 37,527 Est. Cost $81.78 Unrealized
BRK/B BERKSHIRE HATHAWAY INC. DEL CLASS B 1.7%
Value ($000) $3,867 Shares 9,446 Est. Cost $170.34 Unrealized +106.1%
HD HOME DEPOT INC 1.7%
Value ($000) $3,827 Shares 10,055 Est. Cost $102.51 Unrealized +186.5%
PEP PEPSICO INC 1.6%
Value ($000) $3,616 Shares 21,873 Est. Cost $61.35 Unrealized +150.6%
MCD MCDONALDS CORP 1.5%
Value ($000) $3,555 Shares 12,164 Est. Cost $88.67 Unrealized +191.7%
LLY ELI LILLY & CO 1.5%
Value ($000) $3,511 Shares 4,658 Est. Cost $89.08 Unrealized +545.6%
AGG ISHARES CORE TOTAL US AGGREGATE BOND ETF 1.5%
Value ($000) $3,441 Shares 35,347 Est. Cost $113.10 Unrealized
CAT CATERPILLAR INC 1.3%
Value ($000) $2,980 Shares 8,924 Est. Cost $87.92 Unrealized +185.7%
ABBV ABBVIE INC. 1.2%
Value ($000) $2,836 Shares 16,107 Est. Cost $55.55 Unrealized +144.3%
META META PLATFORMS INC 1.1%
Value ($000) $2,618 Shares 5,342 Est. Cost $150.96 Unrealized +114.2%
LMT LOCKHEED MARTIN CORP 1.1%
Value ($000) $2,586 Shares 6,039 Est. Cost $178.54 Unrealized +133.8%
XOM EXXON MOBIL CORP 1.1%
Value ($000) $2,584 Shares 24,727 Est. Cost $58.74 Unrealized +66.1%
CVX CHEVRON CORPORATION 1.0%
Value ($000) $2,390 Shares 15,726 Est. Cost $82.31 Unrealized +67.4%
VTHR ETF VANGUARD RUSSELL 3000 1.0%
Value ($000) $2,366 Shares 10,449 Est. Cost $133.86 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 1.0%
Value ($000) $2,253 Shares 6,803 Est. Cost $206.07 Unrealized
WM WASTE MANAGEMENT INC NEW 1.0%
Value ($000) $2,241 Shares 10,898 Est. Cost $40.96 Unrealized +296.6%
INTC INTEL CORP 1.0%
Value ($000) $2,217 Shares 51,505 Est. Cost $22.42 Unrealized +78.6%
XLK TECHNOLOGY SELECT SECT SPDR 0.8%
Value ($000) $1,920 Shares 9,275 Est. Cost $102.39 Unrealized
KO COCA COLA CO 0.8%
Value ($000) $1,901 Shares 31,668 Est. Cost $34.43 Unrealized +54.7%
AMAT APPLIED MATL INC 0.7%
Value ($000) $1,711 Shares 8,488 Est. Cost $84.59 Unrealized +70.4%
CSCO CISCO SYSTEMS INC. 0.7%
Value ($000) $1,666 Shares 34,450 Est. Cost $26.68 Unrealized +79.8%
QCOM QUALCOMM INC 0.7%
Value ($000) $1,620 Shares 10,267 Est. Cost $63.21 Unrealized +87.2%
IBM INTL BUSINESS MACHINES 0.7%
Value ($000) $1,572 Shares 8,494 Est. Cost $118.91 Unrealized +19.0%
NEE NEXTERA ENERGY INC 0.7%
Value ($000) $1,542 Shares 27,941 Est. Cost $53.96 Unrealized -0.9%
VZ VERIZON COMMUNICATIONS INC 0.6%
Value ($000) $1,502 Shares 37,526 Est. Cost $32.34 Unrealized -4.2%
VUG VANGUARD GROWTH ETF 0.6%
Value ($000) $1,495 Shares 4,397 Est. Cost $217.36 Unrealized
PSX PHILLIPS 66 0.6%
Value ($000) $1,482 Shares 10,402 Est. Cost $61.04 Unrealized +81.9%
PFE PFIZER INC 0.6%
Value ($000) $1,477 Shares 55,621 Est. Cost $29.76 Unrealized -11.3%
SYK STRYKER CORP 0.6%
Value ($000) $1,468 Shares 4,206 Est. Cost $111.83 Unrealized +145.8%
V VISA INC - CLASS A SHARES 0.6%
Value ($000) $1,459 Shares 5,163 Est. Cost $147.46 Unrealized +64.6%
BMY BRISTOL MYERS SQUIBB CO 0.6%
Value ($000) $1,444 Shares 28,455 Est. Cost $35.11 Unrealized +33.9%
VO VANGUARD MID-CAP ETF 0.6%
Value ($000) $1,443 Shares 6,000 Est. Cost $154.44 Unrealized
MRK MERCK & CO., INC 0.6%
Value ($000) $1,438 Shares 11,309 Est. Cost $49.83 Unrealized +94.3%
DIS DISNEY (WALT) COMPANY HOLDING CO 0.6%
Value ($000) $1,414 Shares 12,673 Est. Cost $71.77 Unrealized +20.1%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.6%
Value ($000) $1,409 Shares 5,580 Est. Cost $157.98 Unrealized
OEF ISHARES S & P 100 ETF 0.6%
Value ($000) $1,353 Shares 5,610 Est. Cost $76.55 Unrealized
UNH UNITEDHEALTH GROUP INC 0.6%
Value ($000) $1,296 Shares 2,626 Est. Cost $262.36 Unrealized +94.9%
IBDW ISHARES IBONDS DEC 2031 TERM CORPORATE ETF 0.5%
Value ($000) $1,269 Shares 62,516 Est. Cost $20.04 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.5%
Value ($000) $1,231 Shares 6,395 Est. Cost $93.09 Unrealized +26.6%
COST COSTCO WHSL CORP NEW 0.5%
Value ($000) $1,215 Shares 1,634 Est. Cost $184.00 Unrealized +211.7%
CL COLGATE PALMOLIVE 0.5%
Value ($000) $1,204 Shares 13,914 Est. Cost $52.05 Unrealized +37.8%
MET METLIFE INC 0.5%
Value ($000) $1,183 Shares 16,966 Est. Cost $40.06 Unrealized +46.7%
BLACKROCK INC 0.5%
Value ($000) $1,175 Shares 1,448 Est. Cost $557.04 Unrealized
ACN ACCENTURE PLC 0.5%
Value ($000) $1,161 Shares 3,098 Est. Cost $104.35 Unrealized +199.6%
DHR DANAHER CORP 0.5%
Value ($000) $1,125 Shares 4,443 Est. Cost $108.85 Unrealized +93.2%
SO SOUTHERN CO 0.5%
Value ($000) $1,113 Shares 16,555 Est. Cost $37.11 Unrealized +71.8%
CSX CSX CORPORATION 0.5%
Value ($000) $1,045 Shares 27,559 Est. Cost $24.43 Unrealized +26.3%
TSLA TESLA MOTORS INC 0.4%
Value ($000) $1,036 Shares 5,134 Est. Cost $239.19 Unrealized -0.6%
ABT ABBOTT LABS 0.4%
Value ($000) $1,034 Shares 8,713 Est. Cost $54.77 Unrealized +75.4%
ADP AUTOMATIC DATA PROCESSING INC 0.4%
Value ($000) $1,031 Shares 4,104 Est. Cost $46.36 Unrealized +378.9%
ORCL ORACLE CORPORATION 0.4%
Value ($000) $987 Shares 8,837 Est. Cost $57.17 Unrealized +86.7%
EFA ISHARES MSCI EAFE ETF FUND 0.4%
Value ($000) $921 Shares 11,925 Est. Cost $69.45 Unrealized
CVS CVS HEALTH CORP 0.4%
Value ($000) $894 Shares 12,028 Est. Cost $55.14 Unrealized +18.6%
GD GENERAL DYNAMICS CORPORATION 0.4%
Value ($000) $847 Shares 3,098 Est. Cost $143.09 Unrealized +63.7%
AMGN AMGEN INCORPORATED 0.3%
Value ($000) $780 Shares 2,848 Est. Cost $175.70 Unrealized +45.2%
TGT TARGET CORP 0.3%
Value ($000) $778 Shares 5,085 Est. Cost $77.70 Unrealized +45.5%
VLO VALERO ENERGY NEW 0.3%
Value ($000) $777 Shares 5,490 Est. Cost $71.21 Unrealized +67.6%
LOW LOWES COMPANIES INC 0.3%
Value ($000) $742 Shares 3,084 Est. Cost $72.76 Unrealized +167.6%
HON HONEYWELL INTERNATIONAL INC 0.3%
Value ($000) $727 Shares 3,660 Est. Cost $152.81 Unrealized +12.8%
BAC BANK OF AMERICA CORP 0.3%
Value ($000) $722 Shares 20,914 Est. Cost $26.46 Unrealized +4.4%
NKE NIKE, INC 0.3%
Value ($000) $700 Shares 6,737 Est. Cost $75.07 Unrealized +37.2%
IJH ISHARES CORE S&P MID CAP ETF 0.3%
Value ($000) $677 Shares 11,740 Est. Cost $95.97 Unrealized
T AT&T INC. 0.3%
Value ($000) $611 Shares 36,117 Est. Cost $13.25 Unrealized +7.2%
ADBE ADOBE INC 0.3%
Value ($000) $604 Shares 1,078 Est. Cost $336.43 Unrealized +71.4%
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.2%
Value ($000) $570 Shares 14,136 Est. Cost $36.31 Unrealized
NFLX NETFLIX INC 0.2%
Value ($000) $567 Shares 941 Est. Cost $36.36 Unrealized +20.1%
AMT AMERICAN TOWER CORPORATION 0.2%
Value ($000) $548 Shares 2,754 Est. Cost $117.17 Unrealized +49.5%
EMR EMERSON ELECTRIC 0.2%
Value ($000) $538 Shares 5,038 Est. Cost $49.57 Unrealized +77.7%
DE DEERE & CO (JOHN DEERE) 0.2%
Value ($000) $535 Shares 1,465 Est. Cost $162.10 Unrealized +125.3%
AROW ARROW FINANCIAL CORPORATION 0.2%
Value ($000) $527 Shares 21,984 Est. Cost $27.02 Unrealized -21.8%
ISHARES CORE TOTAL US AGGREGATE BOND ETF-W 0.2%
Value ($000) $518 Shares 5,317 Est. Cost $117.01 Unrealized
IWD ISHARES RUSSELL 1000 VALUE INDEX FUND 0.2%
Value ($000) $513 Shares 2,997 Est. Cost $151.00 Unrealized
C CITIGROUP INC. 0.2%
Value ($000) $495 Shares 8,920 Est. Cost $49.84 Unrealized -17.0%
WMT WALMART INC 0.2%
Value ($000) $482 Shares 8,230 Est. Cost $29.09 Unrealized +77.5%
AXP AMERICAN EXPRESS 0.2%
Value ($000) $477 Shares 2,172 Est. Cost $91.83 Unrealized +71.0%
MS MORGAN STANLEY 0.2%
Value ($000) $476 Shares 5,532 Est. Cost $59.85 Unrealized +25.0%
XLC COMMUNICATION SERVICES SELECT SECTOR SPDR FUND 0.2%
Value ($000) $471 Shares 5,939 Est. Cost $70.87 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.2%
Value ($000) $466 Shares 3,218 Est. Cost $139.32 Unrealized
SMH VANECK SEMICONDUCTOR ETF 0.2%
Value ($000) $465 Shares 2,194 Est. Cost $210.28 Unrealized
FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF 0.2%
Value ($000) $458 Shares 2,980 Est. Cost $89.87 Unrealized
NUE NUCOR 0.2%
Value ($000) $444 Shares 2,310 Est. Cost $39.16 Unrealized +291.5%
CRM SALESFORCE, INC. 0.2%
Value ($000) $434 Shares 1,404 Est. Cost $180.01 Unrealized +24.2%
DUK DUKE ENERGY CORPORATION NEW 0.2%
Value ($000) $433 Shares 4,712 Est. Cost $81.70 Unrealized +2.6%
VEA VANGUARD FTSE DEVELOPED MARKET ETF 0.2%
Value ($000) $427 Shares 8,763 Est. Cost $43.96 Unrealized
BND VANGUARD TOTAL BOND MARKET FUND ETF 0.2%
Value ($000) $425 Shares 5,881 Est. Cost $84.04 Unrealized
REGN REGENERON PHARMACEUTICALS 0.2%
Value ($000) $423 Shares 438 Est. Cost $525.27 Unrealized +55.9%
DOW DOW INC. 0.2%
Value ($000) $423 Shares 7,569 Est. Cost $43.04 Unrealized +3.8%
UPS UNITED PARCEL SERVICE 0.2%
Value ($000) $420 Shares 2,834 Est. Cost $101.76 Unrealized +31.9%
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.2%
Value ($000) $417 Shares 1,578 Est. Cost $265.31 Unrealized
XLE ENERGY SELECT SECTOR SPDR FUND 0.2%
Value ($000) $415 Shares 4,815 Est. Cost $86.46 Unrealized
PRU PRUDENTIAL FINANCIAL INC 0.2%
Value ($000) $403 Shares 3,694 Est. Cost $75.67 Unrealized +14.5%
WMB THE WILLIAMS CO. INC. 0.2%
Value ($000) $396 Shares 11,020 Est. Cost $26.23 Unrealized +22.6%
BA BOEING 0.2%
Value ($000) $381 Shares 1,872 Est. Cost $140.44 Unrealized +52.3%
GLW CORNING INC 0.2%
Value ($000) $377 Shares 11,695 Est. Cost $18.03 Unrealized +50.5%
MA MASTERCARD INC - CLASS A 0.2%
Value ($000) $367 Shares 772 Est. Cost $162.08 Unrealized +145.0%
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $340 Shares 737 Est. Cost $281.73 Unrealized +60.5%
COP CONOCOPHILLIPS 0.1%
Value ($000) $336 Shares 2,990 Est. Cost $53.12 Unrealized +106.5%
CMCSA COMCAST CORP NEW CL A 0.1%
Value ($000) $330 Shares 7,698 Est. Cost $35.93 Unrealized +11.6%
SBUX STARBUCKS CORPORATION 0.1%
Value ($000) $328 Shares 3,458 Est. Cost $38.49 Unrealized +139.5%
MMM 3M CO COM 0.1%
Value ($000) $322 Shares 3,500 Est. Cost $87.03 Unrealized -13.2%
KMB KIMBERLY CLARK 0.1%
Value ($000) $307 Shares 2,532 Est. Cost $81.39 Unrealized +36.6%
IWM ISHARES RUSSELL 2000 ETF 0.1%
Value ($000) $295 Shares 1,448 Est. Cost $144.80 Unrealized
IWR ISHARES RUSSELL MIDCAP ETF 0.1%
Value ($000) $287 Shares 3,557 Est. Cost $76.65 Unrealized
IBDU ISHARES IBONDS DEC 2029 TERM CORPORATE ETF 0.1%
Value ($000) $286 Shares 12,619 Est. Cost $22.68 Unrealized
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $286 Shares 1,213 Est. Cost $128.28 Unrealized +84.4%
ITW ILLINOIS TOOL WORKS INC. 0.1%
Value ($000) $264 Shares 1,008 Est. Cost $124.84 Unrealized +82.1%
VIG VANGUARD DIVIDEND APPRECIATION INDEX FUND 0.1%
Value ($000) $256 Shares 1,433 Est. Cost $149.04 Unrealized
IBDT ISHARES IBONDS DEC 2028 TERM CORPORATE ETF 0.1%
Value ($000) $255 Shares 10,303 Est. Cost $24.79 Unrealized
D DOMINION ENERGY, INC. 0.1%
Value ($000) $255 Shares 5,333 Est. Cost $50.57 Unrealized -20.6%
APD AIR PRODUCTS & CHEMICALS INC 0.1%
Value ($000) $254 Shares 1,085 Est. Cost $235.44 Unrealized +10.1%
IYK ISHARES US CONSUMER STAPLES EFT 0.1%
Value ($000) $249 Shares 1,274 Est. Cost $191.80 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.1%
Value ($000) $249 Shares 4,478 Est. Cost $17.40 Unrealized +196.3%
GLD SPDR GOLD TRUST 0.1%
Value ($000) $247 Shares 1,304 Est. Cost $148.59 Unrealized
IBDV ISHARES IBONDS DEC 2030 TERM CORP-ETF 0.1%
Value ($000) $234 Shares 10,989 Est. Cost $21.27 Unrealized
TD TORONTO-DOMINION BANK NEW 0.1%
Value ($000) $231 Shares 3,843 Est. Cost $63.22 Unrealized -5.2%
UNP UNION PACIFIC CORP 0.1%
Value ($000) $230 Shares 905 Est. Cost $174.55 Unrealized +19.9%
FDX FEDEX CORPORATION 0.1%
Value ($000) $225 Shares 902 Est. Cost $208.93 Unrealized +16.0%
OTIS OTIS WORLDWIDE CORPORATION 0.1%
Value ($000) $218 Shares 2,283 Est. Cost $48.74 Unrealized +64.6%
SUSA ISHARES MSCI USA ESG SELECT 0.1%
Value ($000) $217 Shares 2,050 Est. Cost $95.66 Unrealized
MPC MARATHON PETROLEUM CORPORATION 0.1%
Value ($000) $215 Shares 1,270 Est. Cost $58.95 Unrealized +140.9%
IBDS ISHARES IBONDS DEC 2027 CORPORATE ETF 0.1%
Value ($000) $214 Shares 9,030 Est. Cost $23.72 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.1%
Value ($000) $214 Shares 508 Est. Cost $254.47 Unrealized +45.2%
VWO VANGUARD MSCI EMERGING MARKETS ETF 0.1%
Value ($000) $213 Shares 5,190 Est. Cost $41.43 Unrealized
CMI CUMMINS INC 0.1%
Value ($000) $207 Shares 770 Est. Cost $97.00 Unrealized +123.5%
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.1%
Value ($000) $198 Shares 1,637 Est. Cost $105.07 Unrealized
EPD ENTERPRISE PRODUCTS PARTNERS L.P. 0.1%
Value ($000) $192 Shares 7,011 Est. Cost $24.15 Unrealized
PM PHILIP MORRIS INTERNATIONAL W/I 0.1%
Value ($000) $192 Shares 2,134 Est. Cost $68.54 Unrealized +22.1%
SJM J.M. SMUCKER COMPANY 0.1%
Value ($000) $191 Shares 1,587 Est. Cost $79.49 Unrealized +34.4%
MCK MCKESSON CORPORATION 0.1%
Value ($000) $187 Shares 358 Est. Cost $105.47 Unrealized +327.0%
SDY SPDR S&P DIVIDEND ETF 0.1%
Value ($000) $183 Shares 1,460 Est. Cost $103.32 Unrealized
ISHARES IBONDS DEC 2024 CORP EFT 0.1%
Value ($000) $179 Shares 7,168 Est. Cost $24.91 Unrealized
PAA PLAINS ALL AMERICAN PIPELINE 0.1%
Value ($000) $177 Shares 10,800 Est. Cost $9.03 Unrealized
CMC COMMERCIAL METALS COMPANY COMMON STOCK 0.1%
Value ($000) $173 Shares 3,200 Est. Cost $48.66 Unrealized -9.2%
GIS GENERAL MILLS, INC 0.1%
Value ($000) $164 Shares 2,554 Est. Cost $34.57 Unrealized +72.2%
CALF PACER SMALL CAP ETF 0.1%
Value ($000) $160 Shares 3,294 Est. Cost $48.43 Unrealized
PANW PALO ALTO NETWORKS INC 0.1%
Value ($000) $157 Shares 505 Est. Cost $114.39 Unrealized +16.9%
GILD GILEAD SCIENCES, INC. 0.1%
Value ($000) $154 Shares 2,130 Est. Cost $49.80 Unrealized +45.0%
MRVL MARVELL TECHNOLOGY INC. COMMON STOCK 0.1%
Value ($000) $152 Shares 2,126 Est. Cost $54.18 Unrealized -1.1%
DAR DARLING INGREDIENTS INC. COMMON STOCK 0.1%
Value ($000) $152 Shares 3,600 Est. Cost $53.94 Unrealized -15.8%
DVY ISHARES SELECT DIVIDEND ETF 0.1%
Value ($000) $151 Shares 1,300 Est. Cost $112.22 Unrealized
ESP ESPEY MFG. & ELECTRONICS CORP 0.1%
Value ($000) $150 Shares 5,947 Est. Cost $20.06 Unrealized -22.2%
TDVG T. ROWE PRICE DIVIDEND GROWTH ETF 0.1%
Value ($000) $150 Shares 4,037 Est. Cost $34.36 Unrealized
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 0.1%
Value ($000) $147 Shares 1,312 Est. Cost $94.19 Unrealized
OKE ONEOK INC 0.1%
Value ($000) $145 Shares 1,930 Est. Cost $56.93 Unrealized +6.0%
AIQ GLOBAL X ARTIFICIAL INTEL & TECH EFT 0.1%
Value ($000) $144 Shares 4,340 Est. Cost $32.57 Unrealized
AWR AMERICAN STATES WATER COMPANY COMMON STOCK 0.1%
Value ($000) $143 Shares 2,000 Est. Cost $78.33 Unrealized -2.9%
MPLX MPLX LP 0.1%
Value ($000) $142 Shares 3,700 Est. Cost $30.00 Unrealized
CNP CENTERPOINT ENERGY, INC 0.1%
Value ($000) $140 Shares 5,100 Est. Cost $15.27 Unrealized +72.2%
TRV TRAVELERS COS INC 0.1%
Value ($000) $139 Shares 630 Est. Cost $75.37 Unrealized +121.1%
MO ALTRIA GROUP, INC. 0.1%
Value ($000) $138 Shares 3,379 Est. Cost $27.42 Unrealized +26.9%
XBI ETF SPDR S&P BIOTECH 0.1%
Value ($000) $137 Shares 1,390 Est. Cost $93.05 Unrealized
MDLZ MONDELEZ INTERNATIONAL INC 0.1%
Value ($000) $128 Shares 1,754 Est. Cost $31.50 Unrealized +104.2%
ETN EATON CORP PLC 0.1%
Value ($000) $126 Shares 437 Est. Cost $129.30 Unrealized +66.7%
EME EMCOR GROUP INC. COMMON STOCK 0.1%
Value ($000) $125 Shares 400 Est. Cost $208.00 Unrealized +0.4%
M.D.C. HOLDINGS INC. COMMON STOCK 0.1%
Value ($000) $125 Shares 2,000 Est. Cost $41.22 Unrealized
DVN DEVON ENERGY CORPORATION NEW 0.1%
Value ($000) $121 Shares 2,757 Est. Cost $48.54 Unrealized -12.6%
IBDR ISHARES IBONDS DEC 2026 TERMCORPORATE ETF 0.1%
Value ($000) $120 Shares 5,058 Est. Cost $23.79 Unrealized
XLY CONSUMER DISCRETIONARY SELE CT SECTOR SPDR FUND 0.1%
Value ($000) $118 Shares 640 Est. Cost $98.39 Unrealized
PWR QUANTA SERVICES INC 0.0%
Value ($000) $112 Shares 465 Est. Cost $61.12 Unrealized +201.4%
IBDX ISHARES TRUST IBONDS DEC2032TERM CORP ETF 0.0%
Value ($000) $112 Shares 4,556 Est. Cost $24.59 Unrealized
MKC MCCORMICK & CO. 0.0%
Value ($000) $110 Shares 1,600 Est. Cost $57.49 Unrealized +7.7%
EXC EXELON CORP 0.0%
Value ($000) $110 Shares 3,059 Est. Cost $26.65 Unrealized +33.2%
DTE DTE ENERGY CO 0.0%
Value ($000) $109 Shares 1,010 Est. Cost $95.05 Unrealized -0.1%
YUM YUM BRANDS INC. 0.0%
Value ($000) $108 Shares 780 Est. Cost $53.12 Unrealized +125.3%
TJX TJX COS INC NEW 0.0%
Value ($000) $108 Shares 1,087 Est. Cost $55.82 Unrealized +56.3%
ISHARES IBONDS DEC 2025 CORP-ETF 0.0%
Value ($000) $106 Shares 4,300 Est. Cost $24.69 Unrealized
VTWO ETF VANGUARD RUSSELL 2000 0.0%
Value ($000) $100 Shares 1,221 Est. Cost $100.29 Unrealized
HUBS HUBSPOT INC. 0.0%
Value ($000) $99 Shares 160 Est. Cost $170.70 Unrealized +181.8%
PHM PULTEGROUP, INC 0.0%
Value ($000) $98 Shares 902 Est. Cost $40.72 Unrealized +105.3%
RIO RIO TINTO PLC 0.0%
Value ($000) $97 Shares 1,500 Est. Cost $73.33 Unrealized
CLX CLOROX COMPANY 0.0%
Value ($000) $96 Shares 625 Est. Cost $100.10 Unrealized +23.9%
ALL ALLSTATE CORP 0.0%
Value ($000) $96 Shares 600 Est. Cost $69.32 Unrealized +80.0%
AIN ALBANY INTERNATIONAL CORPORATION COMMON STOCK 0.0%
Value ($000) $94 Shares 1,000 Est. Cost $88.05 Unrealized -4.0%
HSY THE HERSHEY COMPANY 0.0%
Value ($000) $93 Shares 497 Est. Cost $183.93 Unrealized -3.4%
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $92 Shares 2,204 Est. Cost $31.82 Unrealized +4.0%
GWW W.W. GRAINGER 0.0%
Value ($000) $91 Shares 93 Est. Cost $621.54 Unrealized +21.7%
ETR ENTERGY CORPORATION 0.0%
Value ($000) $87 Shares 859 Est. Cost $22.40 Unrealized +102.5%
WFC WELLS FARGO & CO NEW 0.0%
Value ($000) $86 Shares 1,545 Est. Cost $39.15 Unrealized +4.8%
LSBDX LOOMIS SAYLES BOND FUND 0.0%
Value ($000) $86 Shares 7,461 Est. Cost $12.77 Unrealized
SRE SEMPRA 0.0%
Value ($000) $83 Shares 1,170 Est. Cost $59.94 Unrealized +11.3%
CASY CASEY'S GENERAL STORES INC 0.0%
Value ($000) $82 Shares 270 Est. Cost $209.85 Unrealized +28.9%
GEHC GE HEALTHCARE TECHNOLOGIES, INC. 0.0%
Value ($000) $80 Shares 874 Est. Cost $71.08 Unrealized -1.8%
BP BP P.L.C. 0.0%
Value ($000) $80 Shares 2,277 Est. Cost $35.91 Unrealized
ENB ENBRIDGE INC 0.0%
Value ($000) $79 Shares 2,295 Est. Cost $31.18 Unrealized -5.7%
SLV ETF ISHARES SILVER TR 0.0%
Value ($000) $79 Shares 3,810 Est. Cost $17.93 Unrealized
EFG ISHARES MSCI EAFE GROWTH ETF 0.0%
Value ($000) $78 Shares 768 Est. Cost $97.47 Unrealized
LEN LENNAR COPORATION CLASS A 0.0%
Value ($000) $78 Shares 490 Est. Cost $70.26 Unrealized +66.3%
LQD ISHARES IBOXX $INVESTMENT BOND FD 0.0%
Value ($000) $77 Shares 714 Est. Cost $102.02 Unrealized
AXON AXON ENTERPRISE INC COM 0.0%
Value ($000) $77 Shares 250 Est. Cost $139.41 Unrealized +61.6%
GOVT ISHARES US TREASURY BOND ETF 0.0%
Value ($000) $77 Shares 3,383 Est. Cost $22.03 Unrealized
ITB ISHARES DOW JONES US HOME CONSTRUCTION INDEX 0.0%
Value ($000) $76 Shares 704 Est. Cost $57.34 Unrealized
SYY SYSCO CORPORATION 0.0%
Value ($000) $74 Shares 908 Est. Cost $64.98 Unrealized -0.1%
TFI SPDR NUVEEN BLOOMBERG BARCLAY MUNICIPAL BOND ETF 0.0%
Value ($000) $70 Shares 1,500 Est. Cost $51.33 Unrealized
WLY JOHN WILEY & SONS INC 0.0%
Value ($000) $70 Shares 2,100 Est. Cost $31.72 Unrealized -9.0%
KELLOGG COMPANY 0.0%
Value ($000) $70 Shares 1,267 Est. Cost $51.88 Unrealized -6.0%
TTD THE TRADE DESK, INC. 0.0%
Value ($000) $68 Shares 800 Est. Cost $58.36 Unrealized +25.9%
XNTK SPDR NYSE TECHNOLOGY ETF 0.0%
Value ($000) $68 Shares 380 Est. Cost $98.63 Unrealized
DSI ISHARES MSCI KLD 400 SOCIAL 0.0%
Value ($000) $67 Shares 690 Est. Cost $81.67 Unrealized
SHW SHERWIN WILLIAMS COMPANY 0.0%
Value ($000) $67 Shares 201 Est. Cost $228.93 Unrealized +15.3%
ARISTA NETWORKS INC. 0.0%
Value ($000) $67 Shares 240 Est. Cost $162.99 Unrealized
S&P MIDCAP 400 DEPOSITORY RECEIPTS ETF -W 0.0%
Value ($000) $65 Shares 124 Est. Cost $312.70 Unrealized
AVY AVERY DENNISON CORP 0.0%
Value ($000) $65 Shares 300 Est. Cost $173.25 Unrealized +3.6%
XLB MATERIAL SELECT SECTOR SPDR TRUST 0.0%
Value ($000) $65 Shares 741 Est. Cost $62.95 Unrealized
TEXTAINER GROUP HOLDINGS LIMITED COMMON SHARES 0.0%
Value ($000) $65 Shares 1,300 Est. Cost $37.25 Unrealized
AZN ASTRAZENECA PLC - ADR 0.0%
Value ($000) $64 Shares 999 Est. Cost $56.77 Unrealized
ASML ASML HOLDING N V N Y REGISTRY SHS 0.0%
Value ($000) $63 Shares 66 Est. Cost $685.76 Unrealized
MGRC MCGRATH RENTCORP 0.0%
Value ($000) $62 Shares 500 Est. Cost $97.39 Unrealized +6.8%
ZBH ZIMMER HOLDINGS INC. 0.0%
Value ($000) $62 Shares 500 Est. Cost $87.86 Unrealized +24.5%
IVV ISHARES CORE S&P 500 ETF 0.0%
Value ($000) $62 Shares 121 Est. Cost $401.43 Unrealized
MLI MUELLER INDUSTRIES INC. COMMON STOCK 0.0%
Value ($000) $62 Shares 1,200 Est. Cost $38.86 Unrealized +1.2%
PIO INVESCO GLOBAL WATER ETF 0.0%
Value ($000) $62 Shares 1,500 Est. Cost $25.33 Unrealized
VSH VISHAY INTERTECHNOLOGY, INC. 0.0%
Value ($000) $61 Shares 2,800 Est. Cost $25.57 Unrealized -13.6%
DDOG DATADOG INC CLASS A 0.0%
Value ($000) $59 Shares 449 Est. Cost $66.56 Unrealized +54.7%
ATR APTARGROUP INC. COMMON STOCK 0.0%
Value ($000) $56 Shares 400 Est. Cost $118.75 Unrealized +2.8%
LAM RESEARCH CORP COMMON 0.0%
Value ($000) $55 Shares 59 Est. Cost $399.49 Unrealized
XLU AMEX UTILITIES SELECT INDEX SHS BEN INT 0.0%
Value ($000) $55 Shares 887 Est. Cost $54.51 Unrealized
CBSH COMMERCE BANCSHARES INC 0.0%
Value ($000) $55 Shares 1,050 Est. Cost $41.32 Unrealized +0.3%
TMO THERMO FISHER SCIENTIFIC, INC 0.0%
Value ($000) $54 Shares 95 Est. Cost $548.38 Unrealized -12.3%
IYW ISHARES U.S. TECHNOLOGY ETF 0.0%
Value ($000) $54 Shares 402 Est. Cost $74.49 Unrealized
EWY ISHARES MSCI SOUTH KOREA CAPPED ETF 0.0%
Value ($000) $53 Shares 833 Est. Cost $70.18 Unrealized
AEP AMERICAN ELEC PWR INC 0.0%
Value ($000) $53 Shares 625 Est. Cost $84.20 Unrealized -14.8%
DISCOVER FINANCIAL SERVICES 0.0%
Value ($000) $53 Shares 440 Est. Cost $72.88 Unrealized
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $53 Shares 797 Est. Cost $40.38 Unrealized +32.2%
XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $52 Shares 700 Est. Cost $66.20 Unrealized
TXN TEXAS INSTRUMENTS 0.0%
Value ($000) $51 Shares 304 Est. Cost $41.64 Unrealized +249.4%
GATX GATX CORPORATION 0.0%
Value ($000) $51 Shares 400 Est. Cost $115.95 Unrealized -8.2%
CNX CNX RESOURCES COPRORATION COMMON STOCK 0.0%
Value ($000) $50 Shares 2,400 Est. Cost $20.73 Unrealized +2.9%
RGEN REPLIGEN CORPORATION 0.0%
Value ($000) $48 Shares 250 Est. Cost $144.15 Unrealized +8.0%
PNC PNC FINANCIAL SERVICES GROUP INC 0.0%
Value ($000) $48 Shares 324 Est. Cost $94.51 Unrealized +26.9%
COF CAPITAL ONE FINANCIAL CORP 0.0%
Value ($000) $46 Shares 333 Est. Cost $92.44 Unrealized +13.1%
EEM ISHARES MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $46 Shares 1,140 Est. Cost $44.55 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG CO LTD ADR 0.0%
Value ($000) $45 Shares 352 Est. Cost $110.91 Unrealized
QCLN FIRST TRUST NASDAQ CLEAN EDGE GREEN ENERGY ETF 0.0%
Value ($000) $45 Shares 1,272 Est. Cost $29.79 Unrealized
SCL STEPAN CO 0.0%
Value ($000) $45 Shares 500 Est. Cost $87.42 Unrealized -8.6%
DHI D R HORTON INC 0.0%
Value ($000) $45 Shares 298 Est. Cost $75.71 Unrealized +59.2%
PH PARKER HANNIFIN CORP 0.0%
Value ($000) $43 Shares 81 Est. Cost $257.92 Unrealized +57.9%
SUPER MICRO COMPUTER INC COM 0.0%
Value ($000) $43 Shares 50 Est. Cost $866.10 Unrealized
HUBG HUB GROUP INC 0.0%
Value ($000) $43 Shares 1,000 Est. Cost $40.15 Unrealized -2.2%
TROW T ROWE PRICE GROUP INC 0.0%
Value ($000) $43 Shares 375 Est. Cost $99.26 Unrealized -9.6%
ET ENERGY TRANSFER LP COM UT LTD PTN 0.0%
Value ($000) $42 Shares 2,900 Est. Cost $14.64 Unrealized
FLEX FLEXTRONICS INTL 0.0%
Value ($000) $42 Shares 1,500 Est. Cost $12.00 Unrealized +66.7%
EXE CHESAPEAKE ENERGY CORPORATION 0.0%
Value ($000) $41 Shares 500 Est. Cost $79.10 Unrealized -2.6%
F FORD MOTOR CO DEL 0.0%
Value ($000) $41 Shares 3,300 Est. Cost $10.21 Unrealized -5.7%
NEM NEWMONT CORPORATION 0.0%
Value ($000) $41 Shares 1,312 Est. Cost $30.21 Unrealized +21.8%
BAX BAXTER INTERNATIONAL INC. 0.0%
Value ($000) $41 Shares 1,000 Est. Cost $58.92 Unrealized -43.0%
ICLN ETF ISHARES GLOBAL CLEAN ENERGY 0.0%
Value ($000) $40 Shares 2,878 Est. Cost $15.42 Unrealized
MDB MONGODB, INC. 0.0%
Value ($000) $39 Shares 88 Est. Cost $66.66 Unrealized +469.1%
NSC NORFOLK SOUTHERN CORPORATION 0.0%
Value ($000) $38 Shares 150 Est. Cost $222.85 Unrealized -10.2%
TMDX TRANSMEDICS GROUP INC. 0.0%
Value ($000) $38 Shares 460 Est. Cost $21.34 Unrealized +182.8%
SAP SAP AKTIENGESELLSCHAFT ADR 0.0%
Value ($000) $37 Shares 199 Est. Cost $164.56 Unrealized
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $37 Shares 770 Est. Cost $37.29 Unrealized +37.3%
ICE INTERCONTINENTAL EXCHANGE INCOM 0.0%
Value ($000) $35 Shares 250 Est. Cost $120.26 Unrealized -8.2%
SU SUNCOR ENERGY INC NEW 0.0%
Value ($000) $34 Shares 1,000 Est. Cost $21.37 Unrealized +42.0%
PINS PINTEREST INC CL A 0.0%
Value ($000) $34 Shares 915 Est. Cost $59.99 Unrealized -47.6%
SCHOCKWAVE MEDICAL INC 0.0%
Value ($000) $33 Shares 127 Est. Cost $39.37 Unrealized
AMP AMERIPRISE FINANCIAL INC. 0.0%
Value ($000) $32 Shares 79 Est. Cost $249.92 Unrealized +33.4%
NUVEEN NEW YORK QUALITY MUNICIPAL INCOME FD 0.0%
Value ($000) $32 Shares 2,900 Est. Cost $11.04 Unrealized
CSIQ CANADIAN SOLAR INC COM 0.0%
Value ($000) $32 Shares 1,500 Est. Cost $34.75 Unrealized -36.5%
FANG DIAMONDBACK ENERGY INC. 0.0%
Value ($000) $31 Shares 170 Est. Cost $107.37 Unrealized +34.4%
BK BANK OF NEW YORK MELLON CORP 0.0%
Value ($000) $30 Shares 543 Est. Cost $37.94 Unrealized +15.1%
DRIV GLOBAL X AUTONOMOUS & ELECTRIC VEHICLE ETF 0.0%
Value ($000) $30 Shares 1,260 Est. Cost $27.75 Unrealized
TM TOYOTA MOTOR CORP ADR 0.0%
Value ($000) $30 Shares 125 Est. Cost $137.32 Unrealized
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value ($000) $30 Shares 350 Est. Cost $90.86 Unrealized
XEL XCEL ENERGY INC 0.0%
Value ($000) $30 Shares 562 Est. Cost $60.33 Unrealized -8.0%
DLTR DOLLAR TREE, INC. 0.0%
Value ($000) $29 Shares 200 Est. Cost $100.42 Unrealized +17.9%
NVS NOVARTIS AG - ADR 0.0%
Value ($000) $29 Shares 289 Est. Cost $87.55 Unrealized
SPIP SPDR PORTFOLIO TIP ETF 0.0%
Value ($000) $29 Shares 1,131 Est. Cost $30.95 Unrealized
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $29 Shares 329 Est. Cost $41.33 Unrealized +101.0%
IBKR INTERACTIVE BROKERS GRO-CL A 0.0%
Value ($000) $27 Shares 250 Est. Cost $6.80 Unrealized +197.4%
BBY BEST BUY 0.0%
Value ($000) $26 Shares 325 Est. Cost $82.19 Unrealized -22.8%
CTRA COTERRA ENERGY INC 0.0%
Value ($000) $26 Shares 1,000 Est. Cost $24.33 Unrealized +2.6%
HYDB ISHARE HIGH YIELD BOND FACTOR EFT 0.0%
Value ($000) $26 Shares 554 Est. Cost $43.93 Unrealized
VRSK VERISK ANALYTICS INC 0.0%
Value ($000) $25 Shares 105 Est. Cost $188.09 Unrealized +24.1%
FNDX SCHWAB FUNDAMENTAL U.S. LARGE COMPANY INDEX ETF 0.0%
Value ($000) $25 Shares 385 Est. Cost $51.95 Unrealized
DFH DREAM FINDERS HOMES INC. - CLASS A 0.0%
Value ($000) $24 Shares 615 Est. Cost $18.38 Unrealized +35.4%
MELI MERCADOLIBRE INC 0.0%
Value ($000) $24 Shares 15 Est. Cost $1237.15 Unrealized +14.6%
PNR PENTAIR PLC 0.0%
Value ($000) $23 Shares 300 Est. Cost $65.60 Unrealized -3.8%
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $23 Shares 675 Est. Cost $21.83 Unrealized +17.0%
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $23 Shares 60 Est. Cost $281.03 Unrealized +6.1%
PPA INVESCO AEROSPACE & DEFENSE EFT 0.0%
Value ($000) $23 Shares 235 Est. Cost $97.86 Unrealized
PIONEER NATURAL RESOURCES COMPANY 0.0%
Value ($000) $23 Shares 97 Est. Cost $229.54 Unrealized
TOTALENERGIES SE 0.0%
Value ($000) $22 Shares 351 Est. Cost $64.06 Unrealized
ZBRA ZEBRA TECHNOLOGIES CORP CLASS A 0.0%
Value ($000) $22 Shares 80 Est. Cost $272.75 Unrealized -16.3%
CARG CARGURUS INC COM CL A 0.0%
Value ($000) $22 Shares 1,000 Est. Cost $28.98 Unrealized -30.7%
KMI KINDER MORGAN INC. 0.0%
Value ($000) $22 Shares 1,261 Est. Cost $15.20 Unrealized +0.9%
MDU MDU RESOURCES GROUP INC 0.0%
Value ($000) $22 Shares 1,000 Est. Cost $10.37 Unrealized -4.0%
FCX FREEPORT-MCMORAN COPPER & GOLD CLASS B 0.0%
Value ($000) $22 Shares 570 Est. Cost $33.77 Unrealized +6.3%
FNF FIDELITY NATIONAL FINANCIAL INC. COM 0.0%
Value ($000) $20 Shares 400 Est. Cost $35.34 Unrealized +9.8%
DEO DIAGEO PLC 0.0%
Value ($000) $20 Shares 134 Est. Cost $131.70 Unrealized
SIEGY SIEMENS AG 0.0%
Value ($000) $20 Shares 202 Est. Cost $71.89 Unrealized
FLGT FULGENT GENETICS INC. 0.0%
Value ($000) $19 Shares 860 Est. Cost $52.21 Unrealized -48.8%
DAL DELTA AIR LINES INC 0.0%
Value ($000) $19 Shares 455 Est. Cost $42.29 Unrealized -16.2%
CBOE CBOE GLOBAL MARKETS, INC. 0.0%
Value ($000) $19 Shares 100 Est. Cost $45.89 Unrealized +266.1%
FICO FAIR ISAAC CORPORATION 0.0%
Value ($000) $19 Shares 15 Est. Cost $167.00 Unrealized +502.7%
VTV VANGUARD VALUE ETF 0.0%
Value ($000) $19 Shares 122 Est. Cost $147.95 Unrealized
LULU LULULEMON ATHLETICA INC 0.0%
Value ($000) $19 Shares 40 Est. Cost $255.73 Unrealized +68.9%
IWP ISHARES RUSSELL MIDCAP GROWTH INDEX FUND 0.0%
Value ($000) $19 Shares 166 Est. Cost $111.61 Unrealized
KINIKSA PHARMACEUTICALS LTD. -CLASS A 0.0%
Value ($000) $18 Shares 875 Est. Cost $10.95 Unrealized
NUVEEN AMT-FREE MUNI CREDIT INCOME FUND 0.0%
Value ($000) $18 Shares 1,550 Est. Cost $11.78 Unrealized
BOH BANK OF HAWAII CORPORATION COMMON STOCK 0.0%
Value ($000) $18 Shares 300 Est. Cost $45.82 Unrealized +13.2%
WIX WIX.COM LTD 0.0%
Value ($000) $18 Shares 128 Est. Cost $200.08 Unrealized -51.8%
PCRX PACIRA BIOSCIENCES, INC 0.0%
Value ($000) $18 Shares 600 Est. Cost $43.23 Unrealized -32.3%
BIIB BIOGEN INC 0.0%
Value ($000) $17 Shares 80 Est. Cost $213.20 Unrealized +15.2%
IBTE ISHARES IBONDS DEC 2024 TERM TREASURY ETF 0.0%
Value ($000) $17 Shares 718 Est. Cost $23.82 Unrealized
ECL ECOLAB INC. 0.0%
Value ($000) $17 Shares 75 Est. Cost $179.54 Unrealized -2.1%
SNPS SYNOPSYS INC 0.0%
Value ($000) $17 Shares 29 Est. Cost $241.65 Unrealized +111.6%
KNG FT CBOE VEST S&P 500 DIV ARISTOCRATS TARGET I 0.0%
Value ($000) $17 Shares 320 Est. Cost $51.43 Unrealized
ZTS ZOETIS INC 0.0%
Value ($000) $16 Shares 82 Est. Cost $155.91 Unrealized +10.9%
MAR MARRIOTT INTERNATIONAL INC. CLASS A 0.0%
Value ($000) $16 Shares 65 Est. Cost $90.98 Unrealized +118.2%
PBR/A PETROLEO BRASILEIRO S.A. ADR 0.0%
Value ($000) $16 Shares 1,000 Est. Cost $16.16 Unrealized
BSV VANGUARD SHORT-TERM BOND ETF 0.0%
Value ($000) $16 Shares 207 Est. Cost $78.98 Unrealized
FROG JFROG LTD 0.0%
Value ($000) $15 Shares 345 Est. Cost $28.97 Unrealized -6.7%
SMID SMITH-MIDLAND CORPORATION 0.0%
Value ($000) $15 Shares 330 Est. Cost $26.44 Unrealized +1.5%
MKL MARKEL GROUP INC 0.0%
Value ($000) $15 Shares 10 Est. Cost $901.87 Unrealized +57.3%
CNQ CANADIAN NATURAL RESOURCES 0.0%
Value ($000) $14 Shares 205 Est. Cost $28.74 Unrealized +3.8%
ARM ARM HOLDINGS PLC SPONSORED ADR 0.0%
Value ($000) $14 Shares 100 Est. Cost $141.04 Unrealized
PODD INSULET CORPORATION - COMMON STOCK 0.0%
Value ($000) $14 Shares 85 Est. Cost $171.53 Unrealized 0.0%
CRAI CRA INTERNATIONAL INC. 0.0%
Value ($000) $14 Shares 105 Est. Cost $89.43 Unrealized +5.9%
PGX INVESCO PREFERRED ETF 0.0%
Value ($000) $14 Shares 1,150 Est. Cost $11.95 Unrealized
NFG NATIONAL FUEL GAS CO. NJ 0.0%
Value ($000) $13 Shares 275 Est. Cost $68.95 Unrealized -25.2%
DNP SELECT INCOME FUND INC 0.0%
Value ($000) $13 Shares 1,500 Est. Cost $10.64 Unrealized
EOG EOG RESOURCES INC 0.0%
Value ($000) $13 Shares 115 Est. Cost $103.01 Unrealized +12.2%
EXAS EXACT SCIENCES CORP COM 0.0%
Value ($000) $13 Shares 225 Est. Cost $120.93 Unrealized -45.8%
ADSK AUTODESK INC. 0.0%
Value ($000) $13 Shares 50 Est. Cost $230.34 Unrealized -6.3%
LECO LINCOLN ELECTRIC HOLDING INC 0.0%
Value ($000) $13 Shares 50 Est. Cost $134.94 Unrealized +43.0%
INTU INTUIT INC 0.0%
Value ($000) $13 Shares 19 Est. Cost $466.91 Unrealized +16.7%
DOCU DOCUSIGN INC 0.0%
Value ($000) $13 Shares 235 Est. Cost $130.95 Unrealized -65.0%
SCHA SCHWAB U.S. SMALL-CAP ETF 0.0%
Value ($000) $12 Shares 262 Est. Cost $72.52 Unrealized
FNDF SCWAB FUNDAMENTAL INTERNATIONAL LARGE COMPANY 0.0%
Value ($000) $12 Shares 361 Est. Cost $33.24 Unrealized
LFUS LITTELFUSE INC 0.0%
Value ($000) $12 Shares 50 Est. Cost $92.47 Unrealized +158.9%
ETSY ETSY INC 0.0%
Value ($000) $12 Shares 165 Est. Cost $115.58 Unrealized -38.1%
DLR DIGITAL REALTY TRUST INC. 0.0%
Value ($000) $12 Shares 79 Est. Cost $120.61 Unrealized 0.0%
PUBM PUBMATIC INC COM CL A 0.0%
Value ($000) $11 Shares 549 Est. Cost $27.33 Unrealized -46.9%
SMMT SUMMIT THERAPEUTICS INC. 0.0%
Value ($000) $11 Shares 2,500 Est. Cost $3.44 Unrealized -40.1%
FNDA SCHWAB FUNDAMENTAL U.S. SMALL COMPANY INDEX ETF 0.0%
Value ($000) $11 Shares 205 Est. Cost $48.78 Unrealized
IP INTERNATIONAL PAPER CO 0.0%
Value ($000) $11 Shares 320 Est. Cost $34.81 Unrealized -8.2%
PAYX PAYCHEX INC 0.0%
Value ($000) $11 Shares 92 Est. Cost $104.30 Unrealized +6.5%
VB VANGUARD SMALL CAP ETF 0.0%
Value ($000) $11 Shares 51 Est. Cost $182.83 Unrealized
SCHW CHARLES SCHWAB CORPORATION 0.0%
Value ($000) $11 Shares 165 Est. Cost $56.12 Unrealized 0.0%
VPU VANGUARD UTILITIES ETF 0.0%
Value ($000) $11 Shares 80 Est. Cost $145.09 Unrealized
OXY OCCIDENTAL PETROLEUM CORP 0.0%
Value ($000) $11 Shares 175 Est. Cost $60.47 Unrealized -3.1%
MITK MITEK SYSTEMS INC. 0.0%
Value ($000) $10 Shares 900 Est. Cost $14.62 Unrealized -23.8%
IDX VANECK INDONESIA INDEX ETF 0.0%
Value ($000) $10 Shares 627 Est. Cost $16.23 Unrealized
FLIN FRANKLIN FTSE INDIA ETF 0.0%
Value ($000) $10 Shares 278 Est. Cost $36.47 Unrealized
EBAY EBAY INC 0.0%
Value ($000) $10 Shares 207 Est. Cost $22.94 Unrealized +73.6%
SPG SIMON PROPERTY GROUP 0.0%
Value ($000) $10 Shares 66 Est. Cost $112.47 Unrealized -3.7%
APPN APPIAN CORPORATION 0.0%
Value ($000) $10 Shares 280 Est. Cost $67.20 Unrealized -41.8%
CNTA CENTESSA PHARMACEUTICALS PLC 0.0%
Value ($000) $10 Shares 925 Est. Cost $10.31 Unrealized
PEG PUBLIC SERVICE ENTERPRISE GROUP, INC 0.0%
Value ($000) $10 Shares 155 Est. Cost $22.69 Unrealized +152.5%
DVA DAVITA INC. 0.0%
Value ($000) $10 Shares 75 Est. Cost $83.84 Unrealized +10.2%
VINP VINCI PARTNERS INVESTMENTS LTD. - CLASS A 0.0%
Value ($000) $9 Shares 855 Est. Cost $12.27 Unrealized -16.1%
WFCF WHERE FOOD COMES FROM INC. 0.0%
Value ($000) $9 Shares 700 Est. Cost $13.29 Unrealized +1.6%
TTC TORO CO 0.0%
Value ($000) $9 Shares 100 Est. Cost $85.59 Unrealized +0.1%
EWC ISHARES MSCI CANADA ETF 0.0%
Value ($000) $9 Shares 250 Est. Cost $26.38 Unrealized
CRUS CIRRUS LOGIC INC 0.0%
Value ($000) $9 Shares 100 Est. Cost $46.43 Unrealized +61.3%
NTAP NETAPP, INC. 0.0%
Value ($000) $9 Shares 100 Est. Cost $26.74 Unrealized +188.1%
TTWO TAKE-TWO INTERACTIVE SOFTWARE, INC. 0.0%
Value ($000) $9 Shares 60 Est. Cost $79.99 Unrealized +86.5%
FTV FORTIVE CORPORATION 0.0%
Value ($000) $9 Shares 100 Est. Cost $37.68 Unrealized +38.6%
FRPT FRESHPET INC 0.0%
Value ($000) $8 Shares 75 Est. Cost $53.26 Unrealized +28.6%
NDAQ NASDAQ STOCK MARKET INC 0.0%
Value ($000) $8 Shares 150 Est. Cost $42.07 Unrealized +21.7%
UNILEVER PLC 0.0%
Value ($000) $8 Shares 170 Est. Cost $60.85 Unrealized
ABM ABM INDUSTRIES INCORPORATED COMMON STOCK 0.0%
Value ($000) $8 Shares 200 Est. Cost $41.07 Unrealized -1.9%
EL ESTEE LAUDER COMPANIES-CL A 0.0%
Value ($000) $8 Shares 54 Est. Cost $127.17 Unrealized 0.0%
SIX FLAGS ENTERTAINMENT CORPORATION 0.0%
Value ($000) $8 Shares 315 Est. Cost $44.44 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORP 0.0%
Value ($000) $8 Shares 100 Est. Cost $68.65 Unrealized -2.8%
SPLUNK INC. 0.0%
Value ($000) $8 Shares 50 Est. Cost $60.00 Unrealized
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $8 Shares 20 Est. Cost $297.04 Unrealized +7.0%
PLD PROLOGIS, INC. 0.0%
Value ($000) $8 Shares 58 Est. Cost $108.70 Unrealized -2.8%
NUVEEN QUALITY MUNICIPAL INCOME FUND 0.0%
Value ($000) $8 Shares 669 Est. Cost $11.53 Unrealized
FNDC SCHWAB FUNDAMENTAL INTERNATIONAL SMALL COMPANY 0.0%
Value ($000) $7 Shares 215 Est. Cost $37.21 Unrealized
DCBO DOCEBO INC. 0.0%
Value ($000) $7 Shares 135 Est. Cost $59.75 Unrealized -25.4%
NICE NICE LTD - AMERICAN DEPOSITORY SHARES 0.0%
Value ($000) $7 Shares 30 Est. Cost $166.67 Unrealized
FNB F.N.B. CORPORATION 0.0%
Value ($000) $7 Shares 550 Est. Cost $10.26 Unrealized +7.4%
VYMI VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF 0.0%
Value ($000) $7 Shares 108 Est. Cost $67.04 Unrealized
SMART GLOBAL HOLDINGS INC. 0.0%
Value ($000) $7 Shares 340 Est. Cost $37.50 Unrealized
EWA ISHARES MSCI AUSTRALIA ETF 0.0%
Value ($000) $7 Shares 300 Est. Cost $22.65 Unrealized
CM CANADIAN IMPERIAL BANK OF COMMERCE 0.0%
Value ($000) $7 Shares 150 Est. Cost $41.55 Unrealized -11.5%
CHTR CHARTER COMMUNICATIONS,INC-A 0.0%
Value ($000) $7 Shares 24 Est. Cost $403.47 Unrealized +1.1%
KLAC KLA-TENCOR CORPORATION 0.0%
Value ($000) $7 Shares 10 Est. Cost $510.90 Unrealized 0.0%
PLTR PALANTIR TECHNOLOGIES INC. CLASS A COMMON STOCK 0.0%
Value ($000) $7 Shares 272 Est. Cost $17.81 Unrealized 0.0%
TWLO TWILIO INC. - A 0.0%
Value ($000) $7 Shares 113 Est. Cost $152.36 Unrealized -59.1%
ALLE ALLEGION PLC 0.0%
Value ($000) $7 Shares 52 Est. Cost $100.05 Unrealized +4.1%
DCI DONALDSON COMPANY INC 0.0%
Value ($000) $7 Shares 91 Est. Cost $50.76 Unrealized +15.8%
SLYG SPDR S&P 600 SMALL CAP GROWTH EFT 0.0%
Value ($000) $6 Shares 75 Est. Cost $73.27 Unrealized
FVRR FIVERR INTERNATIONAL LTD. 0.0%
Value ($000) $6 Shares 270 Est. Cost $209.45 Unrealized -88.2%
ROKU ROKU INC 0.0%
Value ($000) $6 Shares 95 Est. Cost $214.25 Unrealized -61.0%
HOG HARLEY DAVIDSON 0.0%
Value ($000) $6 Shares 165 Est. Cost $54.04 Unrealized -43.0%
TREX TREX COMPANY INC. 0.0%
Value ($000) $6 Shares 65 Est. Cost $47.38 Unrealized +40.0%
W WAYFAIR INC CL A 0.0%
Value ($000) $6 Shares 100 Est. Cost $265.47 Unrealized -80.3%
TXT TEXTRON INC 0.0%
Value ($000) $6 Shares 65 Est. Cost $49.13 Unrealized +57.5%
CLPT CLEARPOINT NEURO INC. 0.0%
Value ($000) $6 Shares 880 Est. Cost $11.57 Unrealized -51.1%
RHP RYMAN HOSPITALITY PROPERTIES(REIT) 0.0%
Value ($000) $5 Shares 45 Est. Cost $118.47 Unrealized
PLUG PLUG POWER INC. 0.0%
Value ($000) $5 Shares 1,510 Est. Cost $12.27 Unrealized -57.3%
MGNX MACROGENICS INC. COMMON STOCK 0.0%
Value ($000) $5 Shares 294 Est. Cost $6.91 Unrealized 0.0%
POST POST HOLDINGS INC 0.0%
Value ($000) $5 Shares 50 Est. Cost $35.89 Unrealized +136.5%
CNI CANADIAN NATIONAL RAILWAY CO 0.0%
Value ($000) $5 Shares 40 Est. Cost $69.39 Unrealized +56.4%
CMPS COMPASS PATHWAYS PLC 0.0%
Value ($000) $5 Shares 505 Est. Cost $15.68 Unrealized
CME CME GROUP INC. 0.0%
Value ($000) $5 Shares 23 Est. Cost $129.10 Unrealized +50.8%
CUBE CUBESMART COM 0.0%
Value ($000) $5 Shares 116 Est. Cost $50.28 Unrealized
RMNI RIMINI STREET INC. 0.0%
Value ($000) $5 Shares 1,565 Est. Cost $6.55 Unrealized -58.0%
IJT ISHARES S&P SMALLCAP 600 GROWTH INDEX FD 0.0%
Value ($000) $5 Shares 39 Est. Cost $100.00 Unrealized
TDOC TELADOC HEALTH INC. 0.0%
Value ($000) $5 Shares 327 Est. Cost $203.34 Unrealized -90.9%
DIBS 1STDIBS.COM INC 0.0%
Value ($000) $5 Shares 955 Est. Cost $11.44 Unrealized -63.1%
WT WISDOMTREE INC 0.0%
Value ($000) $5 Shares 600 Est. Cost $10.87 Unrealized -39.0%
IBTL ISHARES IBONDS DEC 2031 TERM TREASURY ETF 0.0%
Value ($000) $5 Shares 240 Est. Cost $20.40 Unrealized
ACCS ISSUER DIRECT CORPORATION 0.0%
Value ($000) $5 Shares 320 Est. Cost $28.01 Unrealized -41.0%
ONTF ON24 INC. 0.0%
Value ($000) $5 Shares 675 Est. Cost $16.40 Unrealized -57.7%
EWS ISHARES MSCI SINGAPORE ETF 0.0%
Value ($000) $5 Shares 264 Est. Cost $20.12 Unrealized
AMKR AMKOR TECHNOLOGY INC 0.0%
Value ($000) $5 Shares 150 Est. Cost $18.20 Unrealized +38.6%
FSLY FASTLY INC CLASS A 0.0%
Value ($000) $4 Shares 310 Est. Cost $27.58 Unrealized -38.8%
LHX L3HARRIS TECHNOLOGIES INC. COMMON STOCK 0.0%
Value ($000) $4 Shares 20 Est. Cost $214.55 Unrealized -16.2%
CFLT CONFLUENT INC. CLASS A COMMON STOCK 0.0%
Value ($000) $4 Shares 123 Est. Cost $24.16 Unrealized 0.0%
TAN INVESCO EXCH TRADED FD TR IISOLAR ETF 0.0%
Value ($000) $4 Shares 95 Est. Cost $76.05 Unrealized
ZUORA INC 0.0%
Value ($000) $4 Shares 494 Est. Cost $14.17 Unrealized
TDC TERADATA CORPORATION 0.0%
Value ($000) $4 Shares 105 Est. Cost $44.96 Unrealized 0.0%
MASONITE INTERNATIONAL CORPORATION 0.0%
Value ($000) $4 Shares 30 Est. Cost $66.67 Unrealized
LAND GLADSTONE LAND CORPORATION 0.0%
Value ($000) $4 Shares 300 Est. Cost $35.89 Unrealized
UPST UPSTART HLDGS INC COM 0.0%
Value ($000) $4 Shares 150 Est. Cost $197.24 Unrealized -84.6%
KRE SPDR S&P REGIONAL BANKING ETF 0.0%
Value ($000) $4 Shares 75 Est. Cost $59.38 Unrealized
FTNT FORTINET INC. COMMON STOCK 0.0%
Value ($000) $3 Shares 50 Est. Cost $55.27 Unrealized 0.0%
MTN VAIL RESORTS INC. 0.0%
Value ($000) $3 Shares 15 Est. Cost $218.90 Unrealized +0.1%
RLAY RELAY THERAPEUTICS INC COM 0.0%
Value ($000) $3 Shares 344 Est. Cost $8.44 Unrealized 0.0%
CORECARD CORPORATION 0.0%
Value ($000) $3 Shares 265 Est. Cost $32.82 Unrealized
RHHBY ROCHE HOLDING AG 0.0%
Value ($000) $3 Shares 103 Est. Cost $36.36 Unrealized
MDXG MIMEDX GROUP INC COM 0.0%
Value ($000) $3 Shares 390 Est. Cost $7.32 Unrealized 0.0%
MFC MANULIFE FINANCIAL 0.0%
Value ($000) $3 Shares 134 Est. Cost $17.88 Unrealized +7.4%
BVS BIOVENTUS INC COM CL A 0.0%
Value ($000) $3 Shares 682 Est. Cost $3.96 Unrealized 0.0%
MAA MID-AMERICA APARTMENT COMMUNITIES INC. 0.0%
Value ($000) $3 Shares 25 Est. Cost $150.98 Unrealized -22.6%
ADMA ADMA BIOLOGICS INC COM 0.0%
Value ($000) $3 Shares 585 Est. Cost $3.70 Unrealized 0.0%
PTON PELOTON INTERACTIVE INC CLASS A 0.0%
Value ($000) $3 Shares 690 Est. Cost $50.16 Unrealized -89.3%
PBE INVESCO DYNAMIC BIOTECH & GENOME ETF 0.0%
Value ($000) $3 Shares 47 Est. Cost $58.57 Unrealized
THRY THRYV HLDGS INC COM NEW 0.0%
Value ($000) $3 Shares 147 Est. Cost $18.79 Unrealized 0.0%
VSS VANGUARD FTSE ALL-WLD EX-US SMCP IDX ETF 0.0%
Value ($000) $3 Shares 27 Est. Cost $111.11 Unrealized
IYH ISHARES U.S. HEALTHCARE ETF 0.0%
Value ($000) $3 Shares 10 Est. Cost $250.00 Unrealized
RBLX ROBLOX CORP CL A 0.0%
Value ($000) $3 Shares 76 Est. Cost $36.95 Unrealized 0.0%
ALGN ALIGN TECHNOLOGY INC. 0.0%
Value ($000) $3 Shares 10 Est. Cost $171.20 Unrealized +38.5%
EQR EQUITY RESIDENTIAL SHARES OF BENEFICIAL INT 0.0%
Value ($000) $3 Shares 50 Est. Cost $31.42 Unrealized +68.2%
S SENTINELONE INC CL A 0.0%
Value ($000) $3 Shares 101 Est. Cost $19.37 Unrealized 0.0%
EA ELECTRONIC ARTS INC 0.0%
Value ($000) $3 Shares 20 Est. Cost $96.04 Unrealized +36.1%
CORNERSTONE STRATEGIC VALUE FUND INC. 0.0%
Value ($000) $3 Shares 380 Est. Cost $8.42 Unrealized
OPRA OPERA LIMITED AMERICAN DEPOSITARY 0.0%
Value ($000) $3 Shares 224 Est. Cost $12.18 Unrealized
BAND BANDWIDTH INC 0.0%
Value ($000) $3 Shares 130 Est. Cost $148.05 Unrealized -92.1%
PPL PPL CORP 0.0%
Value ($000) $3 Shares 100 Est. Cost $22.90 Unrealized +2.9%
GINGKO BIOWORKS HOLDINGS INC 0.0%
Value ($000) $3 Shares 1,739 Est. Cost $1.69 Unrealized
APLE APPLE HOSPITALTIY REIT INC COMMON SHARES 0.0%
Value ($000) $3 Shares 161 Est. Cost $12.42 Unrealized
ACLS AXCELIS TECHNOLOGIES INC. COMMON STOCK 0.0%
Value ($000) $2 Shares 22 Est. Cost $137.83 Unrealized 0.0%
DPZ DOMINO'S PIZZA INC 0.0%
Value ($000) $2 Shares 5 Est. Cost $215.02 Unrealized +69.0%
CHGG CHEGG INC COM 0.0%
Value ($000) $2 Shares 250 Est. Cost $79.46 Unrealized -88.1%
GH GUARDANT HEALTH INC. 0.0%
Value ($000) $2 Shares 115 Est. Cost $55.44 Unrealized -52.7%
WHR WHIRLPOOL CORP 0.0%
Value ($000) $2 Shares 20 Est. Cost $194.31 Unrealized -40.0%
IBRX IMMUNITYBIO INC. 0.0%
Value ($000) $2 Shares 450 Est. Cost $4.20 Unrealized -25.2%
VXUS ETF VANGUARD TOTAL INTL STOCK 0.0%
Value ($000) $2 Shares 35 Est. Cost $50.31 Unrealized
FE FIRSTENERGY CORP 0.0%
Value ($000) $2 Shares 55 Est. Cost $25.24 Unrealized +31.3%
BARRICK GOLD CORP 0.0%
Value ($000) $2 Shares 135 Est. Cost $15.88 Unrealized
NCLH NORWEGIAN CRUISE LINE HOLDINGS LTD 0.0%
Value ($000) $2 Shares 100 Est. Cost $38.77 Unrealized -58.6%
AI C3.AI INC 0.0%
Value ($000) $2 Shares 50 Est. Cost $28.17 Unrealized -2.3%
BE BLOOM ENERGY CORP COM CL A 0.0%
Value ($000) $2 Shares 200 Est. Cost $14.93 Unrealized -16.2%
VNT VONTIER CORPORATION 0.0%
Value ($000) $2 Shares 40 Est. Cost $31.19 Unrealized +4.3%
AIIYX INVESCO INTERNATIONAL GROWTH FUND 0.0%
Value ($000) $2 Shares 71 Est. Cost $34.48 Unrealized
CMBM CAMBIUM NETWORKS CORPORATION 0.0%
Value ($000) $2 Shares 380 Est. Cost $26.57 Unrealized -81.5%
KR KROGER COMPANY 0.0%
Value ($000) $2 Shares 32 Est. Cost $44.64 Unrealized -5.0%
JD JD.COM INC.-ADR 0.0%
Value ($000) $2 Shares 70 Est. Cost $45.45 Unrealized
MASI MASIMO CORPORATION 0.0%
Value ($000) $2 Shares 12 Est. Cost $110.93 Unrealized -16.0%
BM TECHNOLOGIES INC. 0.0%
Value ($000) $2 Shares 880 Est. Cost $9.45 Unrealized
NVCR NOVOCURE LIMITED 0.0%
Value ($000) $2 Shares 100 Est. Cost $79.97 Unrealized -83.3%
ARKQ ARK AUTONOMOUS TECHNOLOGY & ROBOTICS ETF 0.0%
Value ($000) $2 Shares 28 Est. Cost $54.32 Unrealized
IBDY ISHARES IBONDS DEC 2033 TERMCORPORATE ETF 0.0%
Value ($000) $1 Shares 59 Est. Cost $25.20 Unrealized
ACM AECOM TECHNOLOGY CORP 0.0%
Value ($000) $1 Shares 16 Est. Cost $62.86 Unrealized +32.0%
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $1 Shares 24 Est. Cost $74.27 Unrealized -8.7%
BIDU BAIDU INC - SPON ADR 0.0%
Value ($000) $1 Shares 12 Est. Cost $227.25 Unrealized
OUTSET MEDICAL INC. 0.0%
Value ($000) $1 Shares 280 Est. Cost $46.05 Unrealized
SHE SPDR MSCI USA GENDER DIVERSITY ETF 0.0%
Value ($000) $1 Shares 8 Est. Cost $77.27 Unrealized
SPB SPECTRUM BRANDS HOLDINGS INCCOMMON STOCK 0.0%
Value ($000) $1 Shares 10 Est. Cost $56.67 Unrealized +33.0%
VREX VAREX IMAGING CORP 0.0%
Value ($000) $1 Shares 40 Est. Cost $21.87 Unrealized -12.7%
FTHM FATHOM HOLDINGS INC. 0.0%
Value ($000) $1 Shares 230 Est. Cost $23.31 Unrealized -86.4%
SFIX STITCH FIX, INC. - CLASS A 0.0%
Value ($000) $1 Shares 195 Est. Cost $36.45 Unrealized -90.3%
BLNK BLINK CHARGING CO. - COMMON STOCK 0.0%
Value ($000) $1 Shares 184 Est. Cost $20.49 Unrealized -84.8%
NUSC NUSHARES ETF TR NUVEEN ESG SMLCP 0.0%
Value ($000) $1 Shares 14 Est. Cost $43.06 Unrealized
CHWY CHEWY INC. 0.0%
Value ($000) $0 Shares 25 Est. Cost $34.81 Unrealized -43.4%
IQ IQIYI, INC. - ADR 0.0%
Value ($000) $0 Shares 100 Est. Cost $29.02 Unrealized
IRBTQ IROBOT CORPORATION 0.0%
Value ($000) $0 Shares 30 Est. Cost $91.53 Unrealized -61.1%
BP PRUDHOE BAY ROYALTY TRUST 0.0%
Value ($000) $0 Shares 100 Est. Cost $100.00 Unrealized
BZUN BAOUZUN INC-SPN ADR 0.0%
Value ($000) $0 Shares 75 Est. Cost $53.33 Unrealized
GME GAMESTOP CORP NEW CL A 0.0%
Value ($000) $0 Shares 12 Est. Cost $31.86 Unrealized -53.9%
LEN/B LENNAR CORPORATION CLASS B 0.0%
Value ($000) $0 Shares 1 Est. Cost $57.39 Unrealized +82.2%
INVITAE CORP COM 0.0%
Value ($000) $0 Shares 125 Est. Cost $44.44 Unrealized