ADIRONDACK TRUST CO Diversified Active

CIK: 0001054257 · Show all filings

Period: Q1 2024 (← Previous) (Next →)

Filing Date: Apr 9, 2024

Total Value ($000): $238,923 (100.0% shares, 0.0% debt)

Holdings (504)

SPY SPDR S & P 500 ETF TRUST 11.7%
Value ($000) $27,986 Shares 53,503 Est. Cost $236.76 Unrealized
AAPL APPLE INC 5.2%
Value ($000) $12,471 Shares 72,724 Est. Cost $88.09 Unrealized +104.6%
MSFT MICROSOFT CORP 4.3%
Value ($000) $10,308 Shares 24,501 Est. Cost $39.98 Unrealized +898.6%
NVDA NVIDIA CORP. 3.7%
Value ($000) $8,927 Shares 9,880 Est. Cost $17.42 Unrealized +315.9%
AMZN AMAZON. COM, INC 2.8%
Value ($000) $6,652 Shares 36,878 Est. Cost $121.13 Unrealized +37.8%
MDY S & P MIDCAP 400 DEPOSITORY RECEIPTS ETF 2.6%
Value ($000) $6,175 Shares 11,099 Est. Cost $236.98 Unrealized
PG PROCTER & GAMBLE CO 2.1%
Value ($000) $4,908 Shares 30,252 Est. Cost $63.29 Unrealized +136.8%
JPM JPMORGAN CHASE & CO COM 1.9%
Value ($000) $4,561 Shares 22,770 Est. Cost $68.00 Unrealized +155.3%
TIP ISHARES TIPS BOND ETF 1.8%
Value ($000) $4,208 Shares 39,177 Est. Cost $113.23 Unrealized
IJR ISHARES CORE S&P SMALL-CAP ETF 1.7%
Value ($000) $4,127 Shares 37,340 Est. Cost $81.78 Unrealized
JNJ JOHNSON & JOHNSON 1.7%
Value ($000) $3,995 Shares 25,252 Est. Cost $71.70 Unrealized +109.5%
BRK/B BERKSHIRE HATHAWAY INC. DEL CLASS B 1.6%
Value ($000) $3,938 Shares 9,364 Est. Cost $170.34 Unrealized +130.9%
HD HOME DEPOT INC 1.6%
Value ($000) $3,821 Shares 9,960 Est. Cost $102.51 Unrealized +240.0%
PEP PEPSICO INC 1.6%
Value ($000) $3,810 Shares 21,773 Est. Cost $61.35 Unrealized +156.3%
LLY ELI LILLY & CO 1.5%
Value ($000) $3,603 Shares 4,632 Est. Cost $89.08 Unrealized +688.6%
AGG ISHARES CORE TOTAL US AGGREGATE BOND ETF 1.4%
Value ($000) $3,457 Shares 35,297 Est. Cost $113.10 Unrealized
MCD MCDONALDS CORP 1.4%
Value ($000) $3,405 Shares 12,078 Est. Cost $88.67 Unrealized +213.5%
CAT CATERPILLAR INC 1.4%
Value ($000) $3,248 Shares 8,864 Est. Cost $87.92 Unrealized +253.8%
ABBV ABBVIE INC. 1.2%
Value ($000) $2,911 Shares 15,988 Est. Cost $55.55 Unrealized +191.6%
XOM EXXON MOBIL CORP 1.2%
Value ($000) $2,879 Shares 24,768 Est. Cost $58.74 Unrealized +67.0%
LMT LOCKHEED MARTIN CORP 1.1%
Value ($000) $2,737 Shares 6,017 Est. Cost $178.54 Unrealized +133.0%
META META PLATFORMS INC 1.1%
Value ($000) $2,554 Shares 5,259 Est. Cost $150.96 Unrealized +193.6%
CVX CHEVRON CORPORATION 1.0%
Value ($000) $2,448 Shares 15,519 Est. Cost $82.31 Unrealized +68.9%
VTHR ETF VANGUARD RUSSELL 3000 1.0%
Value ($000) $2,434 Shares 10,449 Est. Cost $133.86 Unrealized
WM WASTE MANAGEMENT INC NEW 1.0%
Value ($000) $2,323 Shares 10,898 Est. Cost $40.96 Unrealized +366.4%
INTC INTEL CORP 1.0%
Value ($000) $2,287 Shares 51,783 Est. Cost $22.42 Unrealized +96.5%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.9%
Value ($000) $2,152 Shares 6,384 Est. Cost $206.07 Unrealized
XLK TECHNOLOGY SELECT SECT SPDR 0.8%
Value ($000) $1,986 Shares 9,535 Est. Cost $105.28 Unrealized
KO COCA COLA CO 0.8%
Value ($000) $1,940 Shares 31,712 Est. Cost $34.43 Unrealized +64.7%
NEE NEXTERA ENERGY INC 0.7%
Value ($000) $1,763 Shares 27,592 Est. Cost $53.96 Unrealized +2.7%
QCOM QUALCOMM INC 0.7%
Value ($000) $1,724 Shares 10,185 Est. Cost $63.21 Unrealized +135.0%
AMAT APPLIED MATL INC 0.7%
Value ($000) $1,709 Shares 8,285 Est. Cost $84.59 Unrealized +113.2%
CSCO CISCO SYSTEMS INC. 0.7%
Value ($000) $1,692 Shares 33,908 Est. Cost $26.68 Unrealized +76.9%
PSX PHILLIPS 66 0.7%
Value ($000) $1,666 Shares 10,202 Est. Cost $61.04 Unrealized +121.1%
IBM INTL BUSINESS MACHINES 0.7%
Value ($000) $1,629 Shares 8,531 Est. Cost $118.91 Unrealized +45.1%
VZ VERIZON COMMUNICATIONS INC 0.6%
Value ($000) $1,542 Shares 36,758 Est. Cost $32.34 Unrealized +11.1%
PFE PFIZER INC 0.6%
Value ($000) $1,539 Shares 55,456 Est. Cost $29.76 Unrealized -17.2%
DIS DISNEY (WALT) COMPANY HOLDING CO 0.6%
Value ($000) $1,539 Shares 12,574 Est. Cost $71.77 Unrealized +42.7%
VUG VANGUARD GROWTH ETF 0.6%
Value ($000) $1,513 Shares 4,397 Est. Cost $217.36 Unrealized
BMY BRISTOL MYERS SQUIBB CO 0.6%
Value ($000) $1,512 Shares 27,880 Est. Cost $35.11 Unrealized +31.5%
SYK STRYKER CORP 0.6%
Value ($000) $1,505 Shares 4,206 Est. Cost $111.83 Unrealized +195.4%
VO VANGUARD MID-CAP ETF 0.6%
Value ($000) $1,499 Shares 6,000 Est. Cost $154.44 Unrealized
WMT WALMART INC 0.6%
Value ($000) $1,481 Shares 24,606 Est. Cost $47.03 Unrealized +19.2%
MRK MERCK & CO., INC 0.6%
Value ($000) $1,473 Shares 11,167 Est. Cost $49.83 Unrealized +132.3%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.6%
Value ($000) $1,450 Shares 5,580 Est. Cost $157.98 Unrealized
V VISA INC - CLASS A SHARES 0.6%
Value ($000) $1,426 Shares 5,111 Est. Cost $147.46 Unrealized +84.7%
OEF ISHARES S & P 100 ETF 0.6%
Value ($000) $1,388 Shares 5,610 Est. Cost $76.55 Unrealized
IBDW ISHARES IBONDS DEC 2031 TERM CORPORATE ETF 0.6%
Value ($000) $1,386 Shares 67,691 Est. Cost $20.07 Unrealized
UNH UNITEDHEALTH GROUP INC 0.5%
Value ($000) $1,275 Shares 2,578 Est. Cost $262.36 Unrealized +86.4%
MET METLIFE INC 0.5%
Value ($000) $1,243 Shares 16,776 Est. Cost $40.06 Unrealized +64.8%
CL COLGATE PALMOLIVE 0.5%
Value ($000) $1,237 Shares 13,740 Est. Cost $52.05 Unrealized +56.3%
COST COSTCO WHSL CORP NEW 0.5%
Value ($000) $1,186 Shares 1,619 Est. Cost $184.00 Unrealized +284.1%
SO SOUTHERN CO 0.5%
Value ($000) $1,173 Shares 16,349 Est. Cost $37.11 Unrealized +74.5%
BLACKROCK INC 0.5%
Value ($000) $1,099 Shares 1,318 Est. Cost $557.04 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.5%
Value ($000) $1,095 Shares 6,068 Est. Cost $93.09 Unrealized +87.8%
DHR DANAHER CORP 0.5%
Value ($000) $1,089 Shares 4,359 Est. Cost $108.85 Unrealized +121.8%
ORCL ORACLE CORPORATION 0.5%
Value ($000) $1,085 Shares 8,639 Est. Cost $57.17 Unrealized +96.5%
ACN ACCENTURE PLC 0.4%
Value ($000) $1,059 Shares 3,056 Est. Cost $104.35 Unrealized +240.0%
ADP AUTOMATIC DATA PROCESSING INC 0.4%
Value ($000) $1,025 Shares 4,104 Est. Cost $46.36 Unrealized +405.3%
CSX CSX CORPORATION 0.4%
Value ($000) $1,020 Shares 27,535 Est. Cost $24.43 Unrealized +45.2%
ABT ABBOTT LABS 0.4%
Value ($000) $979 Shares 8,614 Est. Cost $54.77 Unrealized +102.3%
CVS CVS HEALTH CORP 0.4%
Value ($000) $955 Shares 11,976 Est. Cost $55.14 Unrealized +28.4%
EFA ISHARES MSCI EAFE ETF FUND 0.4%
Value ($000) $914 Shares 11,447 Est. Cost $69.45 Unrealized
VLO VALERO ENERGY NEW 0.4%
Value ($000) $897 Shares 5,254 Est. Cost $71.21 Unrealized +90.6%
TGT TARGET CORP 0.4%
Value ($000) $892 Shares 5,034 Est. Cost $77.70 Unrealized +82.8%
TSLA TESLA MOTORS INC 0.4%
Value ($000) $891 Shares 5,069 Est. Cost $239.19 Unrealized -18.3%
GD GENERAL DYNAMICS CORPORATION 0.4%
Value ($000) $853 Shares 3,021 Est. Cost $143.09 Unrealized +80.3%
AMGN AMGEN INCORPORATED 0.3%
Value ($000) $816 Shares 2,869 Est. Cost $175.70 Unrealized +57.1%
BAC BANK OF AMERICA CORP 0.3%
Value ($000) $779 Shares 20,559 Est. Cost $26.46 Unrealized +24.0%
LOW LOWES COMPANIES INC 0.3%
Value ($000) $777 Shares 3,052 Est. Cost $72.76 Unrealized +205.2%
HON HONEYWELL INTERNATIONAL INC 0.3%
Value ($000) $737 Shares 3,591 Est. Cost $152.81 Unrealized +18.3%
IJH ISHARES CORE S&P MID CAP ETF 0.3%
Value ($000) $662 Shares 10,892 Est. Cost $95.97 Unrealized
T AT&T INC. 0.3%
Value ($000) $638 Shares 36,244 Est. Cost $13.25 Unrealized +17.9%
NKE NIKE, INC 0.3%
Value ($000) $620 Shares 6,592 Est. Cost $75.07 Unrealized +30.3%
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.3%
Value ($000) $606 Shares 14,386 Est. Cost $36.41 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.3%
Value ($000) $604 Shares 4,089 Est. Cost $141.11 Unrealized
DE DEERE & CO (JOHN DEERE) 0.3%
Value ($000) $602 Shares 1,465 Est. Cost $162.10 Unrealized +129.8%
XLE ENERGY SELECT SECTOR SPDR FUND 0.2%
Value ($000) $574 Shares 6,085 Est. Cost $88.12 Unrealized
EMR EMERSON ELECTRIC 0.2%
Value ($000) $565 Shares 4,982 Est. Cost $49.57 Unrealized +100.5%
C CITIGROUP INC. 0.2%
Value ($000) $557 Shares 8,801 Est. Cost $49.84 Unrealized +5.4%
AMT AMERICAN TOWER CORPORATION 0.2%
Value ($000) $556 Shares 2,813 Est. Cost $118.62 Unrealized +56.9%
ADBE ADOBE INC 0.2%
Value ($000) $551 Shares 1,093 Est. Cost $339.68 Unrealized +68.7%
AROW ARROW FINANCIAL CORPORATION 0.2%
Value ($000) $550 Shares 21,984 Est. Cost $27.02 Unrealized -14.8%
NFLX NETFLIX INC 0.2%
Value ($000) $549 Shares 904 Est. Cost $36.36 Unrealized +55.1%
IWD ISHARES RUSSELL 1000 VALUE INDEX FUND 0.2%
Value ($000) $537 Shares 2,997 Est. Cost $151.00 Unrealized
SMH VANECK SEMICONDUCTOR ETF 0.2%
Value ($000) $527 Shares 2,341 Est. Cost $211.20 Unrealized
XLC COMMUNICATION SERVICES SELECT SECTOR SPDR FUND 0.2%
Value ($000) $520 Shares 6,374 Est. Cost $71.61 Unrealized
MS MORGAN STANLEY 0.2%
Value ($000) $513 Shares 5,453 Est. Cost $59.85 Unrealized +39.0%
AXP AMERICAN EXPRESS 0.2%
Value ($000) $494 Shares 2,171 Est. Cost $91.83 Unrealized +121.0%
FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF 0.2%
Value ($000) $464 Shares 2,980 Est. Cost $89.87 Unrealized
NUE NUCOR 0.2%
Value ($000) $457 Shares 2,310 Est. Cost $39.16 Unrealized +352.6%
DUK DUKE ENERGY CORPORATION NEW 0.2%
Value ($000) $454 Shares 4,695 Est. Cost $81.70 Unrealized +8.3%
CALF PACER SMALL CAP ETF 0.2%
Value ($000) $448 Shares 9,118 Est. Cost $48.89 Unrealized
DOW DOW INC. 0.2%
Value ($000) $441 Shares 7,616 Est. Cost $43.04 Unrealized +13.8%
VEA VANGUARD FTSE DEVELOPED MARKET ETF 0.2%
Value ($000) $440 Shares 8,763 Est. Cost $43.96 Unrealized
ISHARES CORE TOTAL US AGGREGATE BOND ETF-W 0.2%
Value ($000) $431 Shares 4,397 Est. Cost $117.01 Unrealized
BND VANGUARD TOTAL BOND MARKET FUND ETF 0.2%
Value ($000) $427 Shares 5,881 Est. Cost $84.04 Unrealized
PRU PRUDENTIAL FINANCIAL INC 0.2%
Value ($000) $423 Shares 3,602 Est. Cost $75.67 Unrealized +30.3%
UPS UNITED PARCEL SERVICE 0.2%
Value ($000) $421 Shares 2,833 Est. Cost $101.76 Unrealized +34.0%
WMB THE WILLIAMS CO. INC. 0.2%
Value ($000) $420 Shares 10,776 Est. Cost $26.23 Unrealized +25.8%
CRM SALESFORCE, INC. 0.2%
Value ($000) $407 Shares 1,350 Est. Cost $180.01 Unrealized +58.4%
REGN REGENERON PHARMACEUTICALS 0.2%
Value ($000) $406 Shares 422 Est. Cost $525.27 Unrealized +80.0%
IBDU ISHARES IBONDS DEC 2029 TERM CORPORATE ETF 0.2%
Value ($000) $399 Shares 17,492 Est. Cost $22.72 Unrealized
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.2%
Value ($000) $392 Shares 1,448 Est. Cost $265.31 Unrealized
GLW CORNING INC 0.2%
Value ($000) $385 Shares 11,695 Est. Cost $18.03 Unrealized +68.9%
COP CONOCOPHILLIPS 0.2%
Value ($000) $381 Shares 2,990 Est. Cost $53.12 Unrealized +102.6%
MA MASTERCARD INC - CLASS A 0.2%
Value ($000) $373 Shares 775 Est. Cost $162.08 Unrealized +179.2%
MMM 3M CO COM 0.2%
Value ($000) $368 Shares 3,472 Est. Cost $87.03 Unrealized -8.9%
BA BOEING 0.2%
Value ($000) $361 Shares 1,872 Est. Cost $140.44 Unrealized +46.3%
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $335 Shares 700 Est. Cost $281.73 Unrealized +58.3%
CMCSA COMCAST CORP NEW CL A 0.1%
Value ($000) $329 Shares 7,584 Est. Cost $35.93 Unrealized +13.1%
KMB KIMBERLY CLARK 0.1%
Value ($000) $328 Shares 2,532 Est. Cost $81.39 Unrealized +40.2%
IBDT ISHARES IBONDS DEC 2028 TERM CORPORATE ETF 0.1%
Value ($000) $320 Shares 12,835 Est. Cost $24.81 Unrealized
SBUX STARBUCKS CORPORATION 0.1%
Value ($000) $316 Shares 3,457 Est. Cost $38.49 Unrealized +130.2%
IBDV ISHARES IBONDS DEC 2030 TERM CORP-ETF 0.1%
Value ($000) $313 Shares 14,617 Est. Cost $21.30 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.1%
Value ($000) $305 Shares 1,448 Est. Cost $144.80 Unrealized
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $299 Shares 1,210 Est. Cost $128.28 Unrealized +79.8%
IWR ISHARES RUSSELL MIDCAP ETF 0.1%
Value ($000) $299 Shares 3,557 Est. Cost $76.65 Unrealized
IBDR ISHARES IBONDS DEC 2026 TERMCORPORATE ETF 0.1%
Value ($000) $283 Shares 11,892 Est. Cost $23.82 Unrealized
IBDS ISHARES IBONDS DEC 2027 CORPORATE ETF 0.1%
Value ($000) $277 Shares 11,637 Est. Cost $23.73 Unrealized
ITW ILLINOIS TOOL WORKS INC. 0.1%
Value ($000) $270 Shares 1,008 Est. Cost $124.84 Unrealized +98.4%
IYK ISHARES US CONSUMER STAPLES EFT 0.1%
Value ($000) $268 Shares 3,970 Est. Cost $107.47 Unrealized
GLD SPDR GOLD TRUST 0.1%
Value ($000) $268 Shares 1,305 Est. Cost $148.59 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION INDEX FUND 0.1%
Value ($000) $264 Shares 1,447 Est. Cost $149.04 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.1%
Value ($000) $260 Shares 4,478 Est. Cost $17.40 Unrealized +215.9%
D DOMINION ENERGY, INC. 0.1%
Value ($000) $258 Shares 5,248 Est. Cost $50.57 Unrealized -15.7%
MPC MARATHON PETROLEUM CORPORATION 0.1%
Value ($000) $256 Shares 1,270 Est. Cost $58.95 Unrealized +178.8%
FDX FEDEX CORPORATION 0.1%
Value ($000) $253 Shares 875 Est. Cost $208.93 Unrealized +14.8%
APD AIR PRODUCTS & CHEMICALS INC 0.1%
Value ($000) $244 Shares 1,009 Est. Cost $235.44 Unrealized -1.2%
TD TORONTO-DOMINION BANK NEW 0.1%
Value ($000) $232 Shares 3,843 Est. Cost $63.22 Unrealized -4.5%
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.1%
Value ($000) $227 Shares 1,803 Est. Cost $106.99 Unrealized
CMI CUMMINS INC 0.1%
Value ($000) $227 Shares 770 Est. Cost $97.00 Unrealized +155.2%
OTIS OTIS WORLDWIDE CORPORATION 0.1%
Value ($000) $227 Shares 2,283 Est. Cost $48.74 Unrealized +83.7%
SUSA ISHARES MSCI USA ESG SELECT 0.1%
Value ($000) $224 Shares 2,050 Est. Cost $95.66 Unrealized
VWO VANGUARD MSCI EMERGING MARKETS ETF 0.1%
Value ($000) $217 Shares 5,190 Est. Cost $41.43 Unrealized
UNP UNION PACIFIC CORP 0.1%
Value ($000) $216 Shares 878 Est. Cost $174.55 Unrealized +35.0%
VRTX VERTEX PHARMACEUTICALS INC 0.1%
Value ($000) $212 Shares 508 Est. Cost $254.47 Unrealized +66.1%
EPD ENTERPRISE PRODUCTS PARTNERS L.P. 0.1%
Value ($000) $205 Shares 7,011 Est. Cost $24.15 Unrealized
SJM J.M. SMUCKER COMPANY 0.1%
Value ($000) $200 Shares 1,587 Est. Cost $79.49 Unrealized +48.1%
PM PHILIP MORRIS INTERNATIONAL W/I 0.1%
Value ($000) $196 Shares 2,134 Est. Cost $68.54 Unrealized +23.9%
SDY SPDR S&P DIVIDEND ETF 0.1%
Value ($000) $192 Shares 1,460 Est. Cost $103.32 Unrealized
MCK MCKESSON CORPORATION 0.1%
Value ($000) $191 Shares 355 Est. Cost $105.47 Unrealized +377.4%
PAA PLAINS ALL AMERICAN PIPELINE 0.1%
Value ($000) $190 Shares 10,800 Est. Cost $9.03 Unrealized
CMC COMMERCIAL METALS COMPANY COMMON STOCK 0.1%
Value ($000) $188 Shares 3,200 Est. Cost $48.66 Unrealized +6.0%
GIS GENERAL MILLS, INC 0.1%
Value ($000) $183 Shares 2,621 Est. Cost $35.24 Unrealized +71.9%
ISHARES IBONDS DEC 2024 CORP EFT 0.1%
Value ($000) $181 Shares 7,218 Est. Cost $24.91 Unrealized
DAR DARLING INGREDIENTS INC. COMMON STOCK 0.1%
Value ($000) $168 Shares 3,622 Est. Cost $53.94 Unrealized -18.4%
ESP ESPEY MFG. & ELECTRONICS CORP 0.1%
Value ($000) $161 Shares 6,373 Est. Cost $20.15 Unrealized +6.4%
DVY ISHARES SELECT DIVIDEND ETF 0.1%
Value ($000) $160 Shares 1,300 Est. Cost $112.22 Unrealized
GILD GILEAD SCIENCES, INC. 0.1%
Value ($000) $156 Shares 2,130 Est. Cost $49.80 Unrealized +44.6%
AIQ GLOBAL X ARTIFICIAL INTEL & TECH EFT 0.1%
Value ($000) $156 Shares 4,593 Est. Cost $32.65 Unrealized
OKE ONEOK INC 0.1%
Value ($000) $155 Shares 1,930 Est. Cost $56.93 Unrealized +17.2%
MPLX MPLX LP 0.1%
Value ($000) $154 Shares 3,700 Est. Cost $30.00 Unrealized
TDVG T. ROWE PRICE DIVIDEND GROWTH ETF 0.1%
Value ($000) $153 Shares 4,037 Est. Cost $34.36 Unrealized
ISHARES IBONDS DEC 2025 CORP-ETF 0.1%
Value ($000) $153 Shares 6,183 Est. Cost $24.73 Unrealized
MRVL MARVELL TECHNOLOGY INC. COMMON STOCK 0.1%
Value ($000) $152 Shares 2,145 Est. Cost $54.18 Unrealized +25.6%
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 0.1%
Value ($000) $151 Shares 1,312 Est. Cost $94.19 Unrealized
MO ALTRIA GROUP, INC. 0.1%
Value ($000) $147 Shares 3,379 Est. Cost $27.42 Unrealized +30.2%
CNP CENTERPOINT ENERGY, INC 0.1%
Value ($000) $145 Shares 5,100 Est. Cost $15.27 Unrealized +74.8%
TRV TRAVELERS COS INC 0.1%
Value ($000) $145 Shares 630 Est. Cost $75.37 Unrealized +174.3%
AWR AMERICAN STATES WATER COMPANY COMMON STOCK 0.1%
Value ($000) $144 Shares 2,000 Est. Cost $78.33 Unrealized -9.0%
PANW PALO ALTO NETWORKS INC 0.1%
Value ($000) $143 Shares 505 Est. Cost $114.39 Unrealized +37.9%
EME EMCOR GROUP INC. COMMON STOCK 0.1%
Value ($000) $140 Shares 400 Est. Cost $208.00 Unrealized +28.5%
DVN DEVON ENERGY CORPORATION NEW 0.1%
Value ($000) $138 Shares 2,757 Est. Cost $48.54 Unrealized -13.9%
ETN EATON CORP PLC 0.1%
Value ($000) $137 Shares 437 Est. Cost $129.30 Unrealized +107.0%
XBI ETF SPDR S&P BIOTECH 0.1%
Value ($000) $132 Shares 1,390 Est. Cost $93.05 Unrealized
IBDX ISHARES TRUST IBONDS DEC2032TERM CORP ETF 0.1%
Value ($000) $129 Shares 5,218 Est. Cost $24.62 Unrealized
M.D.C. HOLDINGS INC. COMMON STOCK 0.1%
Value ($000) $126 Shares 2,000 Est. Cost $41.22 Unrealized
MKC MCCORMICK & CO. 0.1%
Value ($000) $123 Shares 1,604 Est. Cost $57.49 Unrealized +12.6%
MDLZ MONDELEZ INTERNATIONAL INC 0.1%
Value ($000) $123 Shares 1,754 Est. Cost $31.50 Unrealized +118.8%
PWR QUANTA SERVICES INC 0.1%
Value ($000) $121 Shares 465 Est. Cost $61.12 Unrealized +261.0%
XLY CONSUMER DISCRETIONARY SELE CT SECTOR SPDR FUND 0.0%
Value ($000) $118 Shares 640 Est. Cost $98.39 Unrealized
EXC EXELON CORP 0.0%
Value ($000) $115 Shares 3,059 Est. Cost $26.65 Unrealized +24.6%
DTE DTE ENERGY CO 0.0%
Value ($000) $113 Shares 1,010 Est. Cost $95.05 Unrealized +6.1%
TJX TJX COS INC NEW 0.0%
Value ($000) $110 Shares 1,087 Est. Cost $55.82 Unrealized +69.5%
PHM PULTEGROUP, INC 0.0%
Value ($000) $109 Shares 902 Est. Cost $40.72 Unrealized +159.7%
YUM YUM BRANDS INC. 0.0%
Value ($000) $108 Shares 780 Est. Cost $53.12 Unrealized +142.4%
VTWO ETF VANGUARD RUSSELL 2000 0.0%
Value ($000) $104 Shares 1,221 Est. Cost $100.29 Unrealized
ALL ALLSTATE CORP 0.0%
Value ($000) $104 Shares 600 Est. Cost $69.32 Unrealized +119.2%
HUBS HUBSPOT INC. 0.0%
Value ($000) $100 Shares 160 Est. Cost $170.70 Unrealized +252.0%
WFC WELLS FARGO & CO NEW 0.0%
Value ($000) $99 Shares 1,714 Est. Cost $40.23 Unrealized +24.6%
HSY THE HERSHEY COMPANY 0.0%
Value ($000) $97 Shares 497 Est. Cost $183.93 Unrealized -1.0%
CLX CLOROX COMPANY 0.0%
Value ($000) $96 Shares 625 Est. Cost $100.10 Unrealized +40.0%
RIO RIO TINTO PLC 0.0%
Value ($000) $96 Shares 1,500 Est. Cost $73.33 Unrealized
GWW W.W. GRAINGER 0.0%
Value ($000) $95 Shares 93 Est. Cost $621.54 Unrealized +47.6%
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $94 Shares 2,111 Est. Cost $31.82 Unrealized +21.5%
AIN ALBANY INTERNATIONAL CORPORATION COMMON STOCK 0.0%
Value ($000) $94 Shares 1,000 Est. Cost $88.05 Unrealized +1.2%
ETR ENTERGY CORPORATION 0.0%
Value ($000) $91 Shares 859 Est. Cost $22.40 Unrealized +112.9%
SLV ETF ISHARES SILVER TR 0.0%
Value ($000) $87 Shares 3,810 Est. Cost $17.93 Unrealized
LSBDX LOOMIS SAYLES BOND FUND 0.0%
Value ($000) $86 Shares 7,461 Est. Cost $12.77 Unrealized
CASY CASEY'S GENERAL STORES INC 0.0%
Value ($000) $86 Shares 270 Est. Cost $209.85 Unrealized +37.9%
BP BP P.L.C. 0.0%
Value ($000) $86 Shares 2,277 Est. Cost $35.91 Unrealized
LEN LENNAR COPORATION CLASS A 0.0%
Value ($000) $84 Shares 490 Est. Cost $70.26 Unrealized +108.2%
SRE SEMPRA 0.0%
Value ($000) $84 Shares 1,170 Est. Cost $59.94 Unrealized +12.3%
IBDY ISHARES IBONDS DEC 2033 TERMCORPORATE ETF 0.0%
Value ($000) $84 Shares 3,282 Est. Cost $25.46 Unrealized
ENB ENBRIDGE INC 0.0%
Value ($000) $83 Shares 2,295 Est. Cost $31.18 Unrealized +1.2%
WLY JOHN WILEY & SONS INC 0.0%
Value ($000) $80 Shares 2,100 Est. Cost $31.72 Unrealized +0.6%
GEHC GE HEALTHCARE TECHNOLOGIES, INC. 0.0%
Value ($000) $80 Shares 880 Est. Cost $71.08 Unrealized +16.7%
EFG ISHARES MSCI EAFE GROWTH ETF 0.0%
Value ($000) $80 Shares 768 Est. Cost $97.47 Unrealized
AXON AXON ENTERPRISE INC COM 0.0%
Value ($000) $78 Shares 250 Est. Cost $139.41 Unrealized +99.3%
LQD ISHARES IBOXX $INVESTMENT BOND FD 0.0%
Value ($000) $78 Shares 714 Est. Cost $102.02 Unrealized
GOVT ISHARES US TREASURY BOND ETF 0.0%
Value ($000) $77 Shares 3,383 Est. Cost $22.03 Unrealized
SYY SYSCO CORPORATION 0.0%
Value ($000) $74 Shares 908 Est. Cost $64.98 Unrealized +14.8%
KELLOGG COMPANY 0.0%
Value ($000) $73 Shares 1,267 Est. Cost $51.88 Unrealized +0.2%
VTV VANGUARD VALUE ETF 0.0%
Value ($000) $72 Shares 444 Est. Cost $158.75 Unrealized
SHW SHERWIN WILLIAMS COMPANY 0.0%
Value ($000) $71 Shares 203 Est. Cost $228.93 Unrealized +36.9%
TTD THE TRADE DESK, INC. 0.0%
Value ($000) $70 Shares 800 Est. Cost $58.36 Unrealized +29.8%
TFI SPDR NUVEEN BLOOMBERG BARCLAY MUNICIPAL BOND ETF 0.0%
Value ($000) $70 Shares 1,500 Est. Cost $51.33 Unrealized
ARISTA NETWORKS INC. 0.0%
Value ($000) $70 Shares 240 Est. Cost $162.99 Unrealized
DSI ISHARES MSCI KLD 400 SOCIAL 0.0%
Value ($000) $70 Shares 690 Est. Cost $81.67 Unrealized
XNTK SPDR NYSE TECHNOLOGY ETF 0.0%
Value ($000) $69 Shares 380 Est. Cost $98.63 Unrealized
XLB MATERIAL SELECT SECTOR SPDR TRUST 0.0%
Value ($000) $69 Shares 741 Est. Cost $62.95 Unrealized
AZN ASTRAZENECA PLC - ADR 0.0%
Value ($000) $68 Shares 1,009 Est. Cost $56.88 Unrealized
AVY AVERY DENNISON CORP 0.0%
Value ($000) $67 Shares 300 Est. Cost $173.25 Unrealized +15.5%
ZBH ZIMMER HOLDINGS INC. 0.0%
Value ($000) $66 Shares 500 Est. Cost $87.86 Unrealized +39.6%
MLI MUELLER INDUSTRIES INC. COMMON STOCK 0.0%
Value ($000) $65 Shares 1,200 Est. Cost $38.86 Unrealized +24.2%
PIO INVESCO GLOBAL WATER ETF 0.0%
Value ($000) $65 Shares 1,500 Est. Cost $25.33 Unrealized
ITB ISHARES DOW JONES US HOME CONSTRUCTION INDEX 0.0%
Value ($000) $64 Shares 554 Est. Cost $57.34 Unrealized
ASML ASML HOLDING N V N Y REGISTRY SHS 0.0%
Value ($000) $64 Shares 66 Est. Cost $685.76 Unrealized
IVV ISHARES CORE S&P 500 ETF 0.0%
Value ($000) $64 Shares 121 Est. Cost $401.43 Unrealized
VSH VISHAY INTERTECHNOLOGY, INC. 0.0%
Value ($000) $64 Shares 2,800 Est. Cost $25.57 Unrealized -16.7%
S&P MIDCAP 400 DEPOSITORY RECEIPTS ETF -W 0.0%
Value ($000) $63 Shares 114 Est. Cost $312.70 Unrealized
MGRC MCGRATH RENTCORP 0.0%
Value ($000) $62 Shares 500 Est. Cost $97.39 Unrealized +24.1%
COF CAPITAL ONE FINANCIAL CORP 0.0%
Value ($000) $59 Shares 397 Est. Cost $98.80 Unrealized +33.5%
TXN TEXAS INSTRUMENTS 0.0%
Value ($000) $58 Shares 335 Est. Cost $52.39 Unrealized +201.3%
XLU AMEX UTILITIES SELECT INDEX SHS BEN INT 0.0%
Value ($000) $58 Shares 887 Est. Cost $54.51 Unrealized
DISCOVER FINANCIAL SERVICES 0.0%
Value ($000) $58 Shares 440 Est. Cost $72.88 Unrealized
ATR APTARGROUP INC. COMMON STOCK 0.0%
Value ($000) $58 Shares 400 Est. Cost $118.75 Unrealized +11.1%
LAM RESEARCH CORP COMMON 0.0%
Value ($000) $57 Shares 59 Est. Cost $399.49 Unrealized
CNX CNX RESOURCES COPRORATION COMMON STOCK 0.0%
Value ($000) $57 Shares 2,400 Est. Cost $20.73 Unrealized +0.2%
EWY ISHARES MSCI SOUTH KOREA CAPPED ETF 0.0%
Value ($000) $56 Shares 833 Est. Cost $70.18 Unrealized
CBSH COMMERCE BANCSHARES INC 0.0%
Value ($000) $56 Shares 1,050 Est. Cost $41.32 Unrealized +10.9%
DDOG DATADOG INC CLASS A 0.0%
Value ($000) $55 Shares 449 Est. Cost $66.56 Unrealized +88.8%
TMO THERMO FISHER SCIENTIFIC, INC 0.0%
Value ($000) $55 Shares 95 Est. Cost $548.38 Unrealized +1.7%
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $55 Shares 806 Est. Cost $40.64 Unrealized +58.2%
IYW ISHARES U.S. TECHNOLOGY ETF 0.0%
Value ($000) $54 Shares 402 Est. Cost $74.49 Unrealized
AEP AMERICAN ELEC PWR INC 0.0%
Value ($000) $54 Shares 625 Est. Cost $84.20 Unrealized -9.8%
GATX GATX CORPORATION 0.0%
Value ($000) $54 Shares 400 Est. Cost $115.95 Unrealized +5.3%
XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $53 Shares 700 Est. Cost $66.20 Unrealized
PNC PNC FINANCIAL SERVICES GROUP INC 0.0%
Value ($000) $52 Shares 324 Est. Cost $94.51 Unrealized +49.3%
SUPER MICRO COMPUTER INC COM 0.0%
Value ($000) $51 Shares 50 Est. Cost $866.10 Unrealized
DHI D R HORTON INC 0.0%
Value ($000) $49 Shares 298 Est. Cost $75.71 Unrealized +94.3%
TSM TAIWAN SEMICONDUCTOR MFG CO LTD ADR 0.0%
Value ($000) $48 Shares 352 Est. Cost $110.91 Unrealized
VYMI VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF 0.0%
Value ($000) $47 Shares 686 Est. Cost $68.51 Unrealized
NEM NEWMONT CORPORATION 0.0%
Value ($000) $47 Shares 1,312 Est. Cost $30.21 Unrealized +9.7%
EEM ISHARES MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $47 Shares 1,140 Est. Cost $44.55 Unrealized
RGEN REPLIGEN CORPORATION 0.0%
Value ($000) $46 Shares 250 Est. Cost $144.15 Unrealized +32.1%
TROW T ROWE PRICE GROUP INC 0.0%
Value ($000) $46 Shares 375 Est. Cost $99.26 Unrealized +2.5%
ET ENERGY TRANSFER LP COM UT LTD PTN 0.0%
Value ($000) $46 Shares 2,900 Est. Cost $14.64 Unrealized
SCL STEPAN CO 0.0%
Value ($000) $45 Shares 500 Est. Cost $87.42 Unrealized +2.5%
PH PARKER HANNIFIN CORP 0.0%
Value ($000) $45 Shares 81 Est. Cost $257.92 Unrealized +93.3%
EXE CHESAPEAKE ENERGY CORPORATION 0.0%
Value ($000) $44 Shares 500 Est. Cost $79.10 Unrealized -4.2%
F FORD MOTOR CO DEL 0.0%
Value ($000) $44 Shares 3,300 Est. Cost $10.21 Unrealized +4.7%
QCLN FIRST TRUST NASDAQ CLEAN EDGE GREEN ENERGY ETF 0.0%
Value ($000) $44 Shares 1,257 Est. Cost $29.79 Unrealized
HUBG HUB GROUP INC 0.0%
Value ($000) $43 Shares 1,000 Est. Cost $40.15 Unrealized +9.0%
FLEX FLEXTRONICS INTL 0.0%
Value ($000) $43 Shares 1,500 Est. Cost $12.00 Unrealized +118.5%
BAX BAXTER INTERNATIONAL INC. 0.0%
Value ($000) $43 Shares 1,000 Est. Cost $58.92 Unrealized -34.0%
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $42 Shares 770 Est. Cost $37.29 Unrealized +28.3%
SCHOCKWAVE MEDICAL INC 0.0%
Value ($000) $41 Shares 127 Est. Cost $39.37 Unrealized
ICLN ETF ISHARES GLOBAL CLEAN ENERGY 0.0%
Value ($000) $40 Shares 2,843 Est. Cost $15.42 Unrealized
SAP SAP AKTIENGESELLSCHAFT ADR 0.0%
Value ($000) $39 Shares 199 Est. Cost $164.56 Unrealized
NSC NORFOLK SOUTHERN CORPORATION 0.0%
Value ($000) $38 Shares 150 Est. Cost $222.85 Unrealized +6.7%
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $38 Shares 416 Est. Cost $50.28 Unrealized +67.3%
SU SUNCOR ENERGY INC NEW 0.0%
Value ($000) $37 Shares 1,000 Est. Cost $21.37 Unrealized +48.1%
BK BANK OF NEW YORK MELLON CORP 0.0%
Value ($000) $36 Shares 622 Est. Cost $39.81 Unrealized +32.3%
AMP AMERIPRISE FINANCIAL INC. 0.0%
Value ($000) $35 Shares 79 Est. Cost $249.92 Unrealized +56.4%
ICE INTERCONTINENTAL EXCHANGE INCOM 0.0%
Value ($000) $34 Shares 250 Est. Cost $120.26 Unrealized +7.9%
TMDX TRANSMEDICS GROUP INC. 0.0%
Value ($000) $34 Shares 460 Est. Cost $21.34 Unrealized +286.3%
NUVEEN NEW YORK QUALITY MUNICIPAL INCOME FD 0.0%
Value ($000) $32 Shares 2,900 Est. Cost $11.04 Unrealized
PINS PINTEREST INC CL A 0.0%
Value ($000) $32 Shares 915 Est. Cost $59.99 Unrealized -39.4%
MDB MONGODB, INC. 0.0%
Value ($000) $32 Shares 88 Est. Cost $66.66 Unrealized +512.9%
TM TOYOTA MOTOR CORP ADR 0.0%
Value ($000) $31 Shares 125 Est. Cost $137.32 Unrealized
DRIV GLOBAL X AUTONOMOUS & ELECTRIC VEHICLE ETF 0.0%
Value ($000) $31 Shares 1,260 Est. Cost $27.75 Unrealized
XEL XCEL ENERGY INC 0.0%
Value ($000) $30 Shares 562 Est. Cost $60.33 Unrealized -11.6%
CSIQ CANADIAN SOLAR INC COM 0.0%
Value ($000) $30 Shares 1,500 Est. Cost $34.75 Unrealized -38.0%
SPIP SPDR PORTFOLIO TIP ETF 0.0%
Value ($000) $29 Shares 1,131 Est. Cost $30.95 Unrealized
NVS NOVARTIS AG - ADR 0.0%
Value ($000) $28 Shares 289 Est. Cost $87.55 Unrealized
IBKR INTERACTIVE BROKERS GRO-CL A 0.0%
Value ($000) $28 Shares 250 Est. Cost $6.80 Unrealized +262.3%
CTRA COTERRA ENERGY INC 0.0%
Value ($000) $28 Shares 1,000 Est. Cost $24.33 Unrealized -1.3%
DFH DREAM FINDERS HOMES INC. - CLASS A 0.0%
Value ($000) $27 Shares 615 Est. Cost $18.38 Unrealized +91.6%
FCX FREEPORT-MCMORAN COPPER & GOLD CLASS B 0.0%
Value ($000) $27 Shares 570 Est. Cost $33.77 Unrealized +16.7%
BBY BEST BUY 0.0%
Value ($000) $27 Shares 325 Est. Cost $82.19 Unrealized -15.7%
DLTR DOLLAR TREE, INC. 0.0%
Value ($000) $27 Shares 200 Est. Cost $100.42 Unrealized +37.1%
FNDX SCHWAB FUNDAMENTAL U.S. LARGE COMPANY INDEX ETF 0.0%
Value ($000) $26 Shares 385 Est. Cost $51.95 Unrealized
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value ($000) $26 Shares 300 Est. Cost $90.86 Unrealized
HYDB ISHARE HIGH YIELD BOND FACTOR EFT 0.0%
Value ($000) $26 Shares 554 Est. Cost $43.93 Unrealized
PNR PENTAIR PLC 0.0%
Value ($000) $26 Shares 300 Est. Cost $65.60 Unrealized +13.4%
PIONEER NATURAL RESOURCES COMPANY 0.0%
Value ($000) $25 Shares 97 Est. Cost $229.54 Unrealized
MDU MDU RESOURCES GROUP INC 0.0%
Value ($000) $25 Shares 1,000 Est. Cost $10.37 Unrealized +5.9%
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $25 Shares 675 Est. Cost $21.83 Unrealized +48.2%
VRSK VERISK ANALYTICS INC 0.0%
Value ($000) $25 Shares 105 Est. Cost $188.09 Unrealized +26.1%
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $25 Shares 62 Est. Cost $284.16 Unrealized +33.0%
TOTALENERGIES SE 0.0%
Value ($000) $24 Shares 351 Est. Cost $64.06 Unrealized
ZBRA ZEBRA TECHNOLOGIES CORP CLASS A 0.0%
Value ($000) $24 Shares 80 Est. Cost $272.75 Unrealized -1.9%
PPA INVESCO AEROSPACE & DEFENSE EFT 0.0%
Value ($000) $24 Shares 235 Est. Cost $97.86 Unrealized
FANG DIAMONDBACK ENERGY INC. 0.0%
Value ($000) $24 Shares 120 Est. Cost $107.37 Unrealized +48.1%
KMI KINDER MORGAN INC. 0.0%
Value ($000) $23 Shares 1,261 Est. Cost $15.20 Unrealized +5.1%
CARG CARGURUS INC COM CL A 0.0%
Value ($000) $23 Shares 1,000 Est. Cost $28.98 Unrealized -20.2%
MELI MERCADOLIBRE INC 0.0%
Value ($000) $23 Shares 15 Est. Cost $1237.15 Unrealized +32.3%
DAL DELTA AIR LINES INC 0.0%
Value ($000) $22 Shares 455 Est. Cost $42.29 Unrealized -4.3%
FNF FIDELITY NATIONAL FINANCIAL INC. COM 0.0%
Value ($000) $21 Shares 400 Est. Cost $35.34 Unrealized +28.4%
DEO DIAGEO PLC 0.0%
Value ($000) $20 Shares 134 Est. Cost $131.70 Unrealized
SIEGY SIEMENS AG 0.0%
Value ($000) $19 Shares 202 Est. Cost $71.89 Unrealized
IWP ISHARES RUSSELL MIDCAP GROWTH INDEX FUND 0.0%
Value ($000) $19 Shares 166 Est. Cost $111.61 Unrealized
NUVEEN AMT-FREE MUNI CREDIT INCOME FUND 0.0%
Value ($000) $19 Shares 1,550 Est. Cost $11.78 Unrealized
FICO FAIR ISAAC CORPORATION 0.0%
Value ($000) $19 Shares 15 Est. Cost $167.00 Unrealized +649.0%
BOH BANK OF HAWAII CORPORATION COMMON STOCK 0.0%
Value ($000) $19 Shares 300 Est. Cost $45.82 Unrealized +26.4%
FLGT FULGENT GENETICS INC. 0.0%
Value ($000) $19 Shares 860 Est. Cost $52.21 Unrealized -52.4%
CBOE CBOE GLOBAL MARKETS, INC. 0.0%
Value ($000) $18 Shares 100 Est. Cost $45.89 Unrealized +295.4%
MKL MARKEL GROUP INC 0.0%
Value ($000) $18 Shares 12 Est. Cost $995.94 Unrealized +47.2%
WIX WIX.COM LTD 0.0%
Value ($000) $18 Shares 128 Est. Cost $200.08 Unrealized -34.2%
PCRX PACIRA BIOSCIENCES, INC 0.0%
Value ($000) $18 Shares 600 Est. Cost $43.23 Unrealized -28.9%
BIIB BIOGEN INC 0.0%
Value ($000) $17 Shares 81 Est. Cost $213.46 Unrealized +9.7%
ECL ECOLAB INC. 0.0%
Value ($000) $17 Shares 75 Est. Cost $179.54 Unrealized +15.8%
KINIKSA PHARMACEUTICALS LTD. -CLASS A 0.0%
Value ($000) $17 Shares 875 Est. Cost $10.95 Unrealized
KNG FT CBOE VEST S&P 500 DIV ARISTOCRATS TARGET I 0.0%
Value ($000) $17 Shares 320 Est. Cost $51.43 Unrealized
IBTE ISHARES IBONDS DEC 2024 TERM TREASURY ETF 0.0%
Value ($000) $17 Shares 718 Est. Cost $23.82 Unrealized
SNPS SYNOPSYS INC 0.0%
Value ($000) $17 Shares 29 Est. Cost $241.65 Unrealized +127.8%
MAR MARRIOTT INTERNATIONAL INC. CLASS A 0.0%
Value ($000) $16 Shares 65 Est. Cost $90.98 Unrealized +161.3%
LULU LULULEMON ATHLETICA INC 0.0%
Value ($000) $16 Shares 41 Est. Cost $260.77 Unrealized +77.3%
BSV VANGUARD SHORT-TERM BOND ETF 0.0%
Value ($000) $16 Shares 207 Est. Cost $78.98 Unrealized
EXAS EXACT SCIENCES CORP COM 0.0%
Value ($000) $16 Shares 228 Est. Cost $120.17 Unrealized -47.4%
CRAI CRA INTERNATIONAL INC. 0.0%
Value ($000) $16 Shares 105 Est. Cost $89.43 Unrealized +29.9%
CNQ CANADIAN NATURAL RESOURCES 0.0%
Value ($000) $16 Shares 205 Est. Cost $28.74 Unrealized +8.5%
SMID SMITH-MIDLAND CORPORATION 0.0%
Value ($000) $16 Shares 330 Est. Cost $26.44 Unrealized +54.2%
FROG JFROG LTD 0.0%
Value ($000) $15 Shares 345 Est. Cost $28.97 Unrealized +33.7%
PODD INSULET CORPORATION - COMMON STOCK 0.0%
Value ($000) $15 Shares 87 Est. Cost $171.87 Unrealized +8.5%
PBR/A PETROLEO BRASILEIRO S.A. ADR 0.0%
Value ($000) $15 Shares 1,000 Est. Cost $16.16 Unrealized
NFG NATIONAL FUEL GAS CO. NJ 0.0%
Value ($000) $15 Shares 275 Est. Cost $68.95 Unrealized -28.3%
EOG EOG RESOURCES INC 0.0%
Value ($000) $15 Shares 115 Est. Cost $103.01 Unrealized +7.2%
DOCU DOCUSIGN INC 0.0%
Value ($000) $14 Shares 235 Est. Cost $130.95 Unrealized -56.9%
ZTS ZOETIS INC 0.0%
Value ($000) $14 Shares 82 Est. Cost $155.91 Unrealized +17.6%
DLR DIGITAL REALTY TRUST INC. 0.0%
Value ($000) $14 Shares 95 Est. Cost $122.72 Unrealized +8.5%
PGX INVESCO PREFERRED ETF 0.0%
Value ($000) $14 Shares 1,150 Est. Cost $11.95 Unrealized
DNP SELECT INCOME FUND INC 0.0%
Value ($000) $14 Shares 1,500 Est. Cost $10.64 Unrealized
ADSK AUTODESK INC. 0.0%
Value ($000) $13 Shares 50 Est. Cost $230.34 Unrealized +9.9%
PUBM PUBMATIC INC COM CL A 0.0%
Value ($000) $13 Shares 549 Est. Cost $27.33 Unrealized -34.4%
INTU INTUIT INC 0.0%
Value ($000) $13 Shares 20 Est. Cost $475.12 Unrealized +32.9%
SCHA SCHWAB U.S. SMALL-CAP ETF 0.0%
Value ($000) $13 Shares 262 Est. Cost $72.52 Unrealized
FNDF SCWAB FUNDAMENTAL INTERNATIONAL LARGE COMPANY 0.0%
Value ($000) $13 Shares 361 Est. Cost $33.24 Unrealized
LECO LINCOLN ELECTRIC HOLDING INC 0.0%
Value ($000) $13 Shares 50 Est. Cost $134.94 Unrealized +75.0%
MITK MITEK SYSTEMS INC. 0.0%
Value ($000) $13 Shares 900 Est. Cost $14.62 Unrealized -16.2%
SCHW CHARLES SCHWAB CORPORATION 0.0%
Value ($000) $13 Shares 173 Est. Cost $56.49 Unrealized +13.7%
ARM ARM HOLDINGS PLC SPONSORED ADR 0.0%
Value ($000) $12 Shares 100 Est. Cost $141.04 Unrealized
IP INTERNATIONAL PAPER CO 0.0%
Value ($000) $12 Shares 320 Est. Cost $34.81 Unrealized -3.4%
LFUS LITTELFUSE INC 0.0%
Value ($000) $12 Shares 50 Est. Cost $92.47 Unrealized +159.8%
FNDA SCHWAB FUNDAMENTAL U.S. SMALL COMPANY INDEX ETF 0.0%
Value ($000) $12 Shares 205 Est. Cost $48.78 Unrealized
VB VANGUARD SMALL CAP ETF 0.0%
Value ($000) $12 Shares 51 Est. Cost $182.83 Unrealized
OXY OCCIDENTAL PETROLEUM CORP 0.0%
Value ($000) $11 Shares 175 Est. Cost $60.47 Unrealized -4.8%
ETSY ETSY INC 0.0%
Value ($000) $11 Shares 165 Est. Cost $115.58 Unrealized -37.9%
PAYX PAYCHEX INC 0.0%
Value ($000) $11 Shares 92 Est. Cost $104.30 Unrealized +9.9%
APPN APPIAN CORPORATION 0.0%
Value ($000) $11 Shares 280 Est. Cost $67.20 Unrealized -48.4%
EBAY EBAY INC 0.0%
Value ($000) $11 Shares 207 Est. Cost $22.94 Unrealized +91.7%
NTAP NETAPP, INC. 0.0%
Value ($000) $10 Shares 100 Est. Cost $26.74 Unrealized +233.7%
CNTA CENTESSA PHARMACEUTICALS PLC 0.0%
Value ($000) $10 Shares 925 Est. Cost $10.31 Unrealized
DVA DAVITA INC. 0.0%
Value ($000) $10 Shares 75 Est. Cost $83.84 Unrealized +43.1%
SMMT SUMMIT THERAPEUTICS INC. 0.0%
Value ($000) $10 Shares 2,500 Est. Cost $3.44 Unrealized +15.7%
PEG PUBLIC SERVICE ENTERPRISE GROUP, INC 0.0%
Value ($000) $10 Shares 155 Est. Cost $22.69 Unrealized +154.0%
SPG SIMON PROPERTY GROUP 0.0%
Value ($000) $10 Shares 66 Est. Cost $112.47 Unrealized +18.5%
FLIN FRANKLIN FTSE INDIA ETF 0.0%
Value ($000) $10 Shares 278 Est. Cost $36.47 Unrealized
IDX VANECK INDONESIA INDEX ETF 0.0%
Value ($000) $10 Shares 627 Est. Cost $16.23 Unrealized
VINP VINCI PARTNERS INVESTMENTS LTD. - CLASS A 0.0%
Value ($000) $10 Shares 855 Est. Cost $12.27 Unrealized -10.7%
EWC ISHARES MSCI CANADA ETF 0.0%
Value ($000) $10 Shares 250 Est. Cost $26.38 Unrealized
NDAQ NASDAQ STOCK MARKET INC 0.0%
Value ($000) $9 Shares 150 Est. Cost $42.07 Unrealized +34.1%
CRUS CIRRUS LOGIC INC 0.0%
Value ($000) $9 Shares 100 Est. Cost $46.43 Unrealized +86.0%
TTC TORO CO 0.0%
Value ($000) $9 Shares 100 Est. Cost $85.59 Unrealized +7.7%
SMART GLOBAL HOLDINGS INC. 0.0%
Value ($000) $9 Shares 340 Est. Cost $37.50 Unrealized
ABM ABM INDUSTRIES INCORPORATED COMMON STOCK 0.0%
Value ($000) $9 Shares 200 Est. Cost $41.07 Unrealized -2.2%
TTWO TAKE-TWO INTERACTIVE SOFTWARE, INC. 0.0%
Value ($000) $9 Shares 60 Est. Cost $79.99 Unrealized +94.1%
FRPT FRESHPET INC 0.0%
Value ($000) $9 Shares 75 Est. Cost $53.26 Unrealized +81.5%
FTV FORTIVE CORPORATION 0.0%
Value ($000) $9 Shares 100 Est. Cost $37.68 Unrealized +59.8%
UNILEVER PLC 0.0%
Value ($000) $9 Shares 170 Est. Cost $60.85 Unrealized
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $8 Shares 20 Est. Cost $297.04 Unrealized +25.3%
EL ESTEE LAUDER COMPANIES-CL A 0.0%
Value ($000) $8 Shares 54 Est. Cost $127.17 Unrealized +7.4%
SIX FLAGS ENTERTAINMENT CORPORATION 0.0%
Value ($000) $8 Shares 315 Est. Cost $44.44 Unrealized
NICE NICE LTD - AMERICAN DEPOSITORY SHARES 0.0%
Value ($000) $8 Shares 30 Est. Cost $166.67 Unrealized
FNB F.N.B. CORPORATION 0.0%
Value ($000) $8 Shares 550 Est. Cost $10.26 Unrealized +23.2%
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) $8 Shares 215 Est. Cost $37.21 Unrealized
CM CANADIAN IMPERIAL BANK OF COMMERCE 0.0%
Value ($000) $8 Shares 150 Est. Cost $41.55 Unrealized +6.0%
PLD PROLOGIS, INC. 0.0%
Value ($000) $8 Shares 58 Est. Cost $108.70 Unrealized +12.5%
EWA ISHARES MSCI AUSTRALIA ETF 0.0%
Value ($000) $7 Shares 300 Est. Cost $22.65 Unrealized
WFCF WHERE FOOD COMES FROM INC. 0.0%
Value ($000) $7 Shares 700 Est. Cost $13.29 Unrealized -2.4%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORP 0.0%
Value ($000) $7 Shares 100 Est. Cost $68.65 Unrealized +8.0%
HOG HARLEY DAVIDSON 0.0%
Value ($000) $7 Shares 165 Est. Cost $54.04 Unrealized -31.6%
ALLE ALLEGION PLC 0.0%
Value ($000) $7 Shares 52 Est. Cost $100.05 Unrealized +25.2%
KLAC KLA-TENCOR CORPORATION 0.0%
Value ($000) $7 Shares 10 Est. Cost $510.90 Unrealized +23.7%
TWLO TWILIO INC. - A 0.0%
Value ($000) $7 Shares 113 Est. Cost $152.36 Unrealized -56.8%
DCI DONALDSON COMPANY INC 0.0%
Value ($000) $7 Shares 91 Est. Cost $50.76 Unrealized +29.9%
W WAYFAIR INC CL A 0.0%
Value ($000) $7 Shares 100 Est. Cost $265.47 Unrealized -78.7%
DCBO DOCEBO INC. 0.0%
Value ($000) $7 Shares 135 Est. Cost $59.75 Unrealized -19.7%
SLYG SPDR S&P 600 SMALL CAP GROWTH EFT 0.0%
Value ($000) $7 Shares 75 Est. Cost $73.27 Unrealized
TREX TREX COMPANY INC. 0.0%
Value ($000) $6 Shares 65 Est. Cost $47.38 Unrealized +87.9%
PLTR PALANTIR TECHNOLOGIES INC. CLASS A COMMON STOCK 0.0%
Value ($000) $6 Shares 272 Est. Cost $17.81 Unrealized +19.6%
TXT TEXTRON INC 0.0%
Value ($000) $6 Shares 65 Est. Cost $49.13 Unrealized +75.9%
DJT TRUMP MEDIA & TECHNOLOGY GROCOM 0.0%
Value ($000) $6 Shares 100 Est. Cost $38.79 Unrealized 0.0%
ROKU ROKU INC 0.0%
Value ($000) $6 Shares 95 Est. Cost $214.25 Unrealized -63.7%
CLPT CLEARPOINT NEURO INC. 0.0%
Value ($000) $6 Shares 880 Est. Cost $11.57 Unrealized -39.6%
DIBS 1STDIBS.COM INC 0.0%
Value ($000) $6 Shares 955 Est. Cost $11.44 Unrealized -55.6%
FVRR FIVERR INTERNATIONAL LTD. 0.0%
Value ($000) $6 Shares 270 Est. Cost $209.45 Unrealized -88.0%
WT WISDOMTREE INC 0.0%
Value ($000) $6 Shares 600 Est. Cost $10.87 Unrealized -29.5%
POST POST HOLDINGS INC 0.0%
Value ($000) $5 Shares 50 Est. Cost $35.89 Unrealized +179.2%
CNI CANADIAN NATIONAL RAILWAY CO 0.0%
Value ($000) $5 Shares 40 Est. Cost $69.39 Unrealized +77.3%
CUBE CUBESMART COM 0.0%
Value ($000) $5 Shares 116 Est. Cost $50.28 Unrealized
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 1,500 Est. Cost $12.27 Unrealized -69.7%
IJT ISHARES S&P SMALLCAP 600 GROWTH INDEX FD 0.0%
Value ($000) $5 Shares 39 Est. Cost $100.00 Unrealized
RMNI RIMINI STREET INC. 0.0%
Value ($000) $5 Shares 1,565 Est. Cost $6.55 Unrealized -51.2%
CME CME GROUP INC. 0.0%
Value ($000) $5 Shares 23 Est. Cost $129.10 Unrealized +52.8%
CHTR CHARTER COMMUNICATIONS,INC-A 0.0%
Value ($000) $5 Shares 17 Est. Cost $403.47 Unrealized -20.3%
TDOC TELADOC HEALTH INC. 0.0%
Value ($000) $5 Shares 327 Est. Cost $203.34 Unrealized -91.1%
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 +67.5%
ONTF ON24 INC. 0.0%
Value ($000) $5 Shares 675 Est. Cost $16.40 Unrealized -55.7%
MGM MGM MIRAGE 0.0%
Value ($000) $5 Shares 97 Est. Cost $43.73 Unrealized 0.0%
ZUORA INC 0.0%
Value ($000) $5 Shares 494 Est. Cost $14.17 Unrealized
TECK TECK RESOURCES LTD 0.0%
Value ($000) $4 Shares 97 Est. Cost $40.15 Unrealized 0.0%
MGNX MACROGENICS INC. COMMON STOCK 0.0%
Value ($000) $4 Shares 294 Est. Cost $6.91 Unrealized +118.6%
TAN INVESCO EXCH TRADED FD TR IISOLAR ETF 0.0%
Value ($000) $4 Shares 95 Est. Cost $76.05 Unrealized
VPU VANGUARD UTILITIES ETF 0.0%
Value ($000) $4 Shares 30 Est. Cost $145.09 Unrealized
LHX L3HARRIS TECHNOLOGIES INC. COMMON STOCK 0.0%
Value ($000) $4 Shares 20 Est. Cost $214.55 Unrealized -5.7%
CMPS COMPASS PATHWAYS PLC 0.0%
Value ($000) $4 Shares 505 Est. Cost $15.68 Unrealized
ACCS ISSUER DIRECT CORPORATION 0.0%
Value ($000) $4 Shares 320 Est. Cost $28.01 Unrealized -47.3%
TDC TERADATA CORPORATION 0.0%
Value ($000) $4 Shares 105 Est. Cost $44.96 Unrealized -6.2%
UPST UPSTART HLDGS INC COM 0.0%
Value ($000) $4 Shares 150 Est. Cost $197.24 Unrealized -85.0%
FSLY FASTLY INC CLASS A 0.0%
Value ($000) $4 Shares 310 Est. Cost $27.58 Unrealized -38.7%
LAND GLADSTONE LAND CORPORATION 0.0%
Value ($000) $4 Shares 300 Est. Cost $35.89 Unrealized
MASONITE INTERNATIONAL CORPORATION 0.0%
Value ($000) $4 Shares 30 Est. Cost $66.67 Unrealized
ADMA ADMA BIOLOGICS INC COM 0.0%
Value ($000) $4 Shares 585 Est. Cost $3.70 Unrealized +47.7%
KRE SPDR S&P REGIONAL BANKING ETF 0.0%
Value ($000) $4 Shares 75 Est. Cost $59.38 Unrealized
CFLT CONFLUENT INC. CLASS A COMMON STOCK 0.0%
Value ($000) $4 Shares 123 Est. Cost $24.16 Unrealized +16.8%
BVS BIOVENTUS INC COM CL A 0.0%
Value ($000) $4 Shares 682 Est. Cost $3.96 Unrealized +23.5%
OPRA OPERA LIMITED AMERICAN DEPOSITARY 0.0%
Value ($000) $4 Shares 224 Est. Cost $12.18 Unrealized
OC OWENS CORNING INC. 0.0%
Value ($000) $4 Shares 21 Est. Cost $152.55 Unrealized 0.0%
FTNT FORTINET INC. COMMON STOCK 0.0%
Value ($000) $3 Shares 50 Est. Cost $55.27 Unrealized +20.4%
MFC MANULIFE FINANCIAL 0.0%
Value ($000) $3 Shares 134 Est. Cost $17.88 Unrealized +28.6%
MTN VAIL RESORTS INC. 0.0%
Value ($000) $3 Shares 15 Est. Cost $218.90 Unrealized +1.6%
MAA MID-AMERICA APARTMENT COMMUNITIES INC. 0.0%
Value ($000) $3 Shares 25 Est. Cost $150.98 Unrealized -20.0%
RHHBY ROCHE HOLDING AG 0.0%
Value ($000) $3 Shares 103 Est. Cost $36.36 Unrealized
ALGN ALIGN TECHNOLOGY INC. 0.0%
Value ($000) $3 Shares 10 Est. Cost $171.20 Unrealized +71.4%
THRY THRYV HLDGS INC COM NEW 0.0%
Value ($000) $3 Shares 147 Est. Cost $18.79 Unrealized +10.2%
SPOT SPOTIFY TECHNOLOGY S A SHS 0.0%
Value ($000) $3 Shares 12 Est. Cost $234.88 Unrealized 0.0%
EQR EQUITY RESIDENTIAL SHARES OF BENEFICIAL INT 0.0%
Value ($000) $3 Shares 50 Est. Cost $31.42 Unrealized +78.9%
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 50 Est. Cost $99.52 Unrealized
PBE INVESCO DYNAMIC BIOTECH & GENOME ETF 0.0%
Value ($000) $3 Shares 47 Est. Cost $58.57 Unrealized
MDXG MIMEDX GROUP INC COM 0.0%
Value ($000) $3 Shares 390 Est. Cost $7.32 Unrealized +9.8%
PTON PELOTON INTERACTIVE INC CLASS A 0.0%
Value ($000) $3 Shares 690 Est. Cost $50.16 Unrealized -90.2%
CORECARD CORPORATION 0.0%
Value ($000) $3 Shares 265 Est. Cost $32.82 Unrealized
RBLX ROBLOX CORP CL A 0.0%
Value ($000) $3 Shares 76 Est. Cost $36.95 Unrealized +9.8%
CORNERSTONE STRATEGIC VALUE FUND INC. 0.0%
Value ($000) $3 Shares 380 Est. Cost $8.42 Unrealized
RLAY RELAY THERAPEUTICS INC COM 0.0%
Value ($000) $3 Shares 344 Est. Cost $8.44 Unrealized +15.6%
CB CHUBB LTD 0.0%
Value ($000) $3 Shares 11 Est. Cost $241.21 Unrealized 0.0%
PPL PPL CORP 0.0%
Value ($000) $3 Shares 100 Est. Cost $22.90 Unrealized +9.0%
EA ELECTRONIC ARTS INC 0.0%
Value ($000) $3 Shares 20 Est. Cost $96.04 Unrealized +41.6%
APLE APPLE HOSPITALTIY REIT INC COMMON SHARES 0.0%
Value ($000) $3 Shares 161 Est. Cost $12.42 Unrealized
DPZ DOMINO'S PIZZA INC 0.0%
Value ($000) $2 Shares 5 Est. Cost $215.02 Unrealized +96.2%
ACLS AXCELIS TECHNOLOGIES INC. COMMON STOCK 0.0%
Value ($000) $2 Shares 22 Est. Cost $137.83 Unrealized -13.5%
IBRX IMMUNITYBIO INC. 0.0%
Value ($000) $2 Shares 450 Est. Cost $4.20 Unrealized +7.9%
WHR WHIRLPOOL CORP 0.0%
Value ($000) $2 Shares 20 Est. Cost $194.31 Unrealized -42.6%
BAND BANDWIDTH INC 0.0%
Value ($000) $2 Shares 130 Est. Cost $148.05 Unrealized -89.4%
GH GUARDANT HEALTH INC. 0.0%
Value ($000) $2 Shares 115 Est. Cost $55.44 Unrealized -61.3%
S SENTINELONE INC CL A 0.0%
Value ($000) $2 Shares 101 Est. Cost $19.37 Unrealized +34.9%
LUNR INTUITIVE MACHINES INC CLASS A COM 0.0%
Value ($000) $2 Shares 370 Est. Cost $4.75 Unrealized 0.0%
BE BLOOM ENERGY CORP COM CL A 0.0%
Value ($000) $2 Shares 200 Est. Cost $14.93 Unrealized -26.4%
BARRICK GOLD CORP 0.0%
Value ($000) $2 Shares 135 Est. Cost $15.88 Unrealized
DGX QUEST DIAGNOSTICS 0.0%
Value ($000) $2 Shares 16 Est. Cost $125.21 Unrealized 0.0%
FE FIRSTENERGY CORP 0.0%
Value ($000) $2 Shares 55 Est. Cost $25.24 Unrealized +37.3%
VXUS ETF VANGUARD TOTAL INTL STOCK 0.0%
Value ($000) $2 Shares 35 Est. Cost $50.31 Unrealized
NCLH NORWEGIAN CRUISE LINE HOLDINGS LTD 0.0%
Value ($000) $2 Shares 100 Est. Cost $38.77 Unrealized -53.1%
GINGKO BIOWORKS HOLDINGS INC 0.0%
Value ($000) $2 Shares 1,739 Est. Cost $1.69 Unrealized
JD JD.COM INC.-ADR 0.0%
Value ($000) $2 Shares 70 Est. Cost $45.45 Unrealized
CHGG CHEGG INC COM 0.0%
Value ($000) $2 Shares 250 Est. Cost $79.46 Unrealized -88.5%
KR KROGER COMPANY 0.0%
Value ($000) $2 Shares 32 Est. Cost $44.64 Unrealized +6.0%
VNT VONTIER CORPORATION 0.0%
Value ($000) $2 Shares 40 Est. Cost $31.19 Unrealized +25.0%
MASI MASIMO CORPORATION 0.0%
Value ($000) $2 Shares 12 Est. Cost $110.93 Unrealized +16.4%
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 -83.1%
ACM AECOM TECHNOLOGY CORP 0.0%
Value ($000) $2 Shares 16 Est. Cost $62.86 Unrealized +41.0%
NVCR NOVOCURE LIMITED 0.0%
Value ($000) $2 Shares 100 Est. Cost $79.97 Unrealized -81.6%
ARKQ ARK AUTONOMOUS TECHNOLOGY & ROBOTICS ETF 0.0%
Value ($000) $2 Shares 28 Est. Cost $54.32 Unrealized
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $2 Shares 24 Est. Cost $74.27 Unrealized -26.2%
BM TECHNOLOGIES INC. 0.0%
Value ($000) $1 Shares 880 Est. Cost $9.45 Unrealized
AI C3.AI INC 0.0%
Value ($000) $1 Shares 50 Est. Cost $28.17 Unrealized -0.3%
BIDU BAIDU INC - SPON ADR 0.0%
Value ($000) $1 Shares 12 Est. Cost $227.25 Unrealized
SPB SPECTRUM BRANDS HOLDINGS INCCOMMON STOCK 0.0%
Value ($000) $1 Shares 10 Est. Cost $56.67 Unrealized +44.0%
ROST ROSS STORES INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $140.37 Unrealized 0.0%
VREX VAREX IMAGING CORP 0.0%
Value ($000) $1 Shares 40 Est. Cost $21.87 Unrealized -16.1%
LNG CHENIERE ENERGY, INC. 0.0%
Value ($000) $1 Shares 4 Est. Cost $160.78 Unrealized 0.0%
OUTSET MEDICAL INC. 0.0%
Value ($000) $1 Shares 280 Est. Cost $46.05 Unrealized
NUSC NUSHARES ETF TR NUVEEN ESG SMLCP 0.0%
Value ($000) $1 Shares 14 Est. Cost $43.06 Unrealized
SFIX STITCH FIX, INC. - CLASS A 0.0%
Value ($000) $1 Shares 195 Est. Cost $36.45 Unrealized -91.6%
FTHM FATHOM HOLDINGS INC. 0.0%
Value ($000) $0 Shares 230 Est. Cost $23.31 Unrealized -88.3%
IQ IQIYI, INC. - ADR 0.0%
Value ($000) $0 Shares 100 Est. Cost $29.02 Unrealized
CHWY CHEWY INC. 0.0%
Value ($000) $0 Shares 25 Est. Cost $34.81 Unrealized -48.4%
ROK ROCKWELL AUTOMATION, INC. 0.0%
Value ($000) $0 Shares 1 Est. Cost $278.76 Unrealized 0.0%
EFX EQUIFAX INC. 0.0%
Value ($000) $0 Shares 1 Est. Cost $251.16 Unrealized 0.0%
IRBTQ IROBOT CORPORATION 0.0%
Value ($000) $0 Shares 30 Est. Cost $91.53 Unrealized -82.3%
BP PRUDHOE BAY ROYALTY TRUST 0.0%
Value ($000) $0 Shares 100 Est. Cost $100.00 Unrealized
ODFL OLD DOMINION FREIGHT LINE 0.0%
Value ($000) $0 Shares 1 Est. Cost $206.08 Unrealized 0.0%
BZUN BAOUZUN INC-SPN ADR 0.0%
Value ($000) $0 Shares 75 Est. Cost $53.33 Unrealized
LEN/B LENNAR CORPORATION CLASS B 0.0%
Value ($000) $0 Shares 1 Est. Cost $57.39 Unrealized +128.0%
GME GAMESTOP CORP NEW CL A 0.0%
Value ($000) $0 Shares 12 Est. Cost $31.86 Unrealized -54.5%
INVITAE CORP COM 0.0%
Value ($000) $0 Shares 125 Est. Cost $44.44 Unrealized