TRUST CO OF VERMONT Diversified Active

CIK: 0001134008 · Show all filings

Period: Q4 2022 (← Previous) (Next →)

Filing Date: Feb 9, 2023

Total Value ($000): $1,364,590 (100.0% shares, 0.0% debt)

Holdings (872)

AAPL Apple Inc 5.3%
Value ($000) $71,897 Shares 553,352 Est. Cost $96.47 Unrealized +45.8%
MSFT Microsoft Corp 3.2%
Value ($000) $43,789 Shares 182,591 Est. Cost $58.45 Unrealized +300.5%
BRK/B Berkshire Hathaway Inc Del Cl B New 2.6%
Value ($000) $35,261 Shares 114,150 Est. Cost $146.75 Unrealized +102.4%
GOOG Alphabet Inc Cap Stk Cl C 2.2%
Value ($000) $30,148 Shares 339,770 Est. Cost $107.09 Unrealized -11.5%
JNJ Johnson & Johnson 2.0%
Value ($000) $27,228 Shares 154,136 Est. Cost $75.71 Unrealized +107.4%
ABBV Abbvie Inc 1.9%
Value ($000) $26,010 Shares 160,942 Est. Cost $34.98 Unrealized +292.2%
JPM JP Morgan Chase & Co 1.8%
Value ($000) $24,727 Shares 184,393 Est. Cost $67.78 Unrealized +73.6%
VTIP Vanguard Short Term Inflation Prot Secs ETF 1.8%
Value ($000) $24,721 Shares 529,239 Est. Cost $50.61 Unrealized
AMZN Amazon Com Inc 1.7%
Value ($000) $23,282 Shares 277,172 Est. Cost $120.86 Unrealized -18.3%
MA Mastercard Inc 1.6%
Value ($000) $22,463 Shares 64,599 Est. Cost $125.87 Unrealized +156.9%
COST Costco Wholesale Corporation 1.5%
Value ($000) $20,973 Shares 45,942 Est. Cost $150.52 Unrealized +211.4%
Blackrock Inc 1.5%
Value ($000) $20,280 Shares 28,619 Est. Cost $385.66 Unrealized
PEP Pepsico Inc 1.4%
Value ($000) $19,651 Shares 108,773 Est. Cost $66.62 Unrealized +141.5%
HON Honeywell Intl Inc 1.4%
Value ($000) $19,280 Shares 89,968 Est. Cost $96.88 Unrealized +84.5%
TMO Thermo Fisher Scientific Inc 1.4%
Value ($000) $18,738 Shares 34,026 Est. Cost $119.37 Unrealized +339.8%
ACN Accenture PLC Ireland 1.4%
Value ($000) $18,431 Shares 69,070 Est. Cost $73.57 Unrealized +259.0%
ABT Abbott Laboratories 1.3%
Value ($000) $17,985 Shares 163,811 Est. Cost $36.61 Unrealized +166.6%
PG Procter & Gamble Co 1.2%
Value ($000) $16,897 Shares 111,487 Est. Cost $62.77 Unrealized +106.8%
LOW Lowes Companies Inc 1.2%
Value ($000) $16,564 Shares 83,138 Est. Cost $48.24 Unrealized +290.1%
NEE Nextera Energy Inc 1.2%
Value ($000) $16,428 Shares 196,503 Est. Cost $54.87 Unrealized +34.5%
BDX Becton Dickinson & Company 1.2%
Value ($000) $16,359 Shares 64,331 Est. Cost $140.32 Unrealized +59.1%
CVS CVS Health Corp 1.2%
Value ($000) $16,177 Shares 173,596 Est. Cost $55.21 Unrealized +55.6%
HD Home Depot 1.1%
Value ($000) $15,464 Shares 48,957 Est. Cost $99.98 Unrealized +181.2%
PFE Pfizer Inc 1.1%
Value ($000) $15,061 Shares 293,939 Est. Cost $21.98 Unrealized +82.9%
UNP Union Pacific Corp 1.1%
Value ($000) $14,655 Shares 70,772 Est. Cost $85.27 Unrealized +123.1%
ENB Enbridge Inc 1.0%
Value ($000) $14,180 Shares 362,650 Est. Cost $24.54 Unrealized +29.7%
APD Air Products & Chemical Inc 1.0%
Value ($000) $13,913 Shares 45,133 Est. Cost $88.28 Unrealized +193.9%
MRK Merck & Co Inc New 1.0%
Value ($000) $13,422 Shares 120,977 Est. Cost $50.73 Unrealized +82.9%
ADP Automatic Data Processing 1.0%
Value ($000) $13,191 Shares 55,224 Est. Cost $61.04 Unrealized +275.1%
IJR I Shares Core S&P Small-Cap ETF 0.9%
Value ($000) $12,837 Shares 135,645 Est. Cost $82.75 Unrealized
SBUX Starbucks Corp 0.9%
Value ($000) $12,228 Shares 123,264 Est. Cost $48.43 Unrealized +80.8%
IJH I Shares Core S&P Mid-Cap ETF 0.9%
Value ($000) $11,957 Shares 49,430 Est. Cost $139.17 Unrealized
NKE Nike Inc Cl B 0.9%
Value ($000) $11,928 Shares 101,939 Est. Cost $49.01 Unrealized +94.5%
ADI Analog Devices Inc 0.9%
Value ($000) $11,746 Shares 71,607 Est. Cost $93.44 Unrealized +58.1%
CVX Chevron Corporation 0.9%
Value ($000) $11,742 Shares 65,417 Est. Cost $80.15 Unrealized +91.2%
AMAT Applied Materials Inc 0.8%
Value ($000) $11,434 Shares 117,414 Est. Cost $41.83 Unrealized +123.0%
MCD McDonalds Corp 0.7%
Value ($000) $10,194 Shares 38,681 Est. Cost $82.48 Unrealized +197.3%
AMT American Tower REIT 0.7%
Value ($000) $10,104 Shares 47,691 Est. Cost $108.20 Unrealized +72.6%
XOM Exxon Mobil Corp 0.7%
Value ($000) $9,847 Shares 89,277 Est. Cost $54.65 Unrealized +76.2%
ITW Illinois Tool Wks Inc 0.7%
Value ($000) $9,645 Shares 43,780 Est. Cost $52.10 Unrealized +279.1%
DIS Disney Walt Company 0.7%
Value ($000) $9,628 Shares 110,822 Est. Cost $85.64 Unrealized +9.1%
VZ Verizon Communications Inc 0.7%
Value ($000) $9,511 Shares 241,396 Est. Cost $34.19 Unrealized -10.0%
MMM 3M 0.7%
Value ($000) $9,481 Shares 79,059 Est. Cost $72.11 Unrealized +25.7%
CMCSA Comcast Corp Cl A 0.7%
Value ($000) $9,315 Shares 266,374 Est. Cost $31.64 Unrealized -5.0%
V Visa Inc 0.6%
Value ($000) $8,671 Shares 41,738 Est. Cost $111.31 Unrealized +77.0%
ECL Ecolab Inc 0.6%
Value ($000) $8,606 Shares 59,122 Est. Cost $99.74 Unrealized +42.2%
EMR Emerson Electric Co 0.6%
Value ($000) $8,139 Shares 84,731 Est. Cost $55.02 Unrealized +53.6%
AMGN Amgen Inc 0.6%
Value ($000) $7,890 Shares 30,040 Est. Cost $115.77 Unrealized +109.7%
O Realty Income Corporation 0.6%
Value ($000) $7,840 Shares 123,604 Est. Cost $34.34 Unrealized +52.1%
MKC McCormick & Co Inc 0.6%
Value ($000) $7,743 Shares 93,408 Est. Cost $59.41 Unrealized +26.0%
BMY Bristol Myers Squibb Co 0.6%
Value ($000) $7,714 Shares 107,216 Est. Cost $43.41 Unrealized +50.3%
UNH UnitedHealth Group Inc 0.6%
Value ($000) $7,712 Shares 14,546 Est. Cost $190.29 Unrealized +163.0%
PANW Palo Alto Networks Inc 0.6%
Value ($000) $7,678 Shares 55,027 Est. Cost $72.84 Unrealized +10.2%
ETN Eaton Corp PLC 0.5%
Value ($000) $7,481 Shares 47,668 Est. Cost $57.06 Unrealized +157.5%
CHD Church & Dwight Co Inc 0.5%
Value ($000) $7,461 Shares 92,560 Est. Cost $37.22 Unrealized +98.6%
CSCO Cisco Sys Inc 0.5%
Value ($000) $7,437 Shares 156,116 Est. Cost $27.21 Unrealized +52.4%
DEO Diageo PLC Spons ADR New 0.5%
Value ($000) $7,338 Shares 41,179 Est. Cost $115.53 Unrealized
NSC Norfolk Southern Corp 0.5%
Value ($000) $7,334 Shares 29,762 Est. Cost $67.38 Unrealized +227.2%
GOOGL Alphabet Inc Cap Stk Cl A 0.5%
Value ($000) $7,326 Shares 83,034 Est. Cost $106.75 Unrealized -11.6%
SPY Spdr S&P 500 Etf Trust 0.5%
Value ($000) $7,034 Shares 18,394 Est. Cost $300.33 Unrealized
CME CME Group Inc 0.5%
Value ($000) $6,960 Shares 41,387 Est. Cost $62.16 Unrealized +142.9%
TJX TJX Cos Inc 0.5%
Value ($000) $6,614 Shares 83,088 Est. Cost $42.36 Unrealized +66.9%
LMT Lockheed Martin Corp 0.5%
Value ($000) $6,465 Shares 13,290 Est. Cost $198.38 Unrealized +115.0%
BSV Vanguard Short-Term Bond ETF 0.5%
Value ($000) $6,462 Shares 85,843 Est. Cost $79.11 Unrealized
INTU Intuit 0.5%
Value ($000) $6,384 Shares 16,401 Est. Cost $201.72 Unrealized +92.8%
SYK Stryker Corp 0.5%
Value ($000) $6,355 Shares 25,993 Est. Cost $93.08 Unrealized +136.1%
BKNG Booking Holdings Inc 0.4%
Value ($000) $5,961 Shares 2,958 Est. Cost $1922.69 Unrealized -2.9%
VEA Vanguard FTSE Dev Mkts ETF 0.4%
Value ($000) $5,929 Shares 141,260 Est. Cost $41.44 Unrealized
DE Deere & Co 0.4%
Value ($000) $5,776 Shares 13,471 Est. Cost $222.47 Unrealized +74.7%
MDLZ Mondelez Intl Inc 0.4%
Value ($000) $5,741 Shares 86,135 Est. Cost $29.78 Unrealized +94.8%
DHR Danaher Corp 0.4%
Value ($000) $5,726 Shares 21,572 Est. Cost $52.05 Unrealized +338.3%
PAYX Paychex Inc 0.4%
Value ($000) $5,718 Shares 49,483 Est. Cost $36.34 Unrealized +193.3%
NVS Novartis AG ADR 0.4%
Value ($000) $5,660 Shares 62,393 Est. Cost $73.09 Unrealized
BAC Bank Of America Corp 0.4%
Value ($000) $5,272 Shares 159,189 Est. Cost $25.67 Unrealized +23.5%
USB US Bancorp Del 0.4%
Value ($000) $5,255 Shares 120,504 Est. Cost $29.73 Unrealized +23.5%
META Meta Platforms Inc 0.4%
Value ($000) $5,175 Shares 43,005 Est. Cost $121.57 Unrealized -4.1%
MDT Medtronic Hldg Ltd 0.4%
Value ($000) $5,127 Shares 65,965 Est. Cost $79.19 Unrealized -7.2%
INTC Intel Corp 0.4%
Value ($000) $5,096 Shares 192,822 Est. Cost $27.82 Unrealized -4.2%
CB Chubb Ltd 0.4%
Value ($000) $5,094 Shares 23,090 Est. Cost $105.58 Unrealized +89.4%
VWO Vanguard Emerging Markets ETF 0.4%
Value ($000) $5,068 Shares 130,020 Est. Cost $41.73 Unrealized
D Dominion Energy Inc 0.4%
Value ($000) $5,006 Shares 81,645 Est. Cost $46.67 Unrealized +15.0%
IBM Intl Business Machines 0.4%
Value ($000) $4,821 Shares 34,221 Est. Cost $112.58 Unrealized +9.3%
VIG Vanguard Dividend Appreciation ETF 0.4%
Value ($000) $4,787 Shares 31,526 Est. Cost $91.76 Unrealized
T AT&T Inc 0.3%
Value ($000) $4,716 Shares 256,172 Est. Cost $12.80 Unrealized +18.0%
ICE Intercontinental Exchange Inc 0.3%
Value ($000) $4,689 Shares 45,704 Est. Cost $77.59 Unrealized +23.1%
VEU Vanguard FTSE All-World ex-US ETF 0.3%
Value ($000) $4,666 Shares 93,057 Est. Cost $52.20 Unrealized
ADBE Adobe Inc 0.3%
Value ($000) $4,616 Shares 13,715 Est. Cost $337.69 Unrealized -5.3%
CRM Salesforce Inc 0.3%
Value ($000) $4,591 Shares 34,624 Est. Cost $143.82 Unrealized +0.2%
COF Capital One Financial Corp 0.3%
Value ($000) $4,322 Shares 46,490 Est. Cost $70.24 Unrealized +32.5%
STZ Constellation Brands Inc 0.3%
Value ($000) $4,315 Shares 18,620 Est. Cost $184.48 Unrealized +22.6%
BND Vanguard Bond Index Fd ETF 0.3%
Value ($000) $4,315 Shares 60,062 Est. Cost $85.28 Unrealized
Activision Blizzard Inc 0.3%
Value ($000) $4,145 Shares 54,150 Est. Cost $56.88 Unrealized
WMT Wal Mart Stores Inc 0.3%
Value ($000) $4,003 Shares 28,231 Est. Cost $34.27 Unrealized +33.2%
WM Waste Management Inc New 0.3%
Value ($000) $3,973 Shares 25,326 Est. Cost $66.18 Unrealized +131.4%
AXP American Express Co 0.3%
Value ($000) $3,875 Shares 26,225 Est. Cost $80.44 Unrealized +77.0%
KO Coca Cola Co 0.3%
Value ($000) $3,835 Shares 60,285 Est. Cost $33.04 Unrealized +66.2%
PAG Penske Automotive Group Inc 0.3%
Value ($000) $3,624 Shares 31,535 Est. Cost $44.75 Unrealized +154.8%
EBAY Ebay Inc 0.3%
Value ($000) $3,588 Shares 86,509 Est. Cost $50.01 Unrealized -22.1%
MSM MSC Industrial Direct Co Cl A 0.3%
Value ($000) $3,558 Shares 43,555 Est. Cost $74.64 Unrealized +9.3%
PYPL Paypal Hldgs Inc 0.3%
Value ($000) $3,538 Shares 49,681 Est. Cost $79.65 Unrealized +0.3%
CCK Crown Holdings Inc 0.3%
Value ($000) $3,444 Shares 41,888 Est. Cost $50.24 Unrealized +53.1%
ALL Allstate Corp 0.2%
Value ($000) $3,377 Shares 24,906 Est. Cost $72.37 Unrealized +67.8%
ORCL Oracle Corporation 0.2%
Value ($000) $3,299 Shares 40,359 Est. Cost $36.77 Unrealized +99.1%
CI Cigna Corp New 0.2%
Value ($000) $3,274 Shares 9,881 Est. Cost $222.76 Unrealized +34.2%
CLX Clorox Company 0.2%
Value ($000) $3,251 Shares 23,165 Est. Cost $73.74 Unrealized +73.4%
IVV Ishares S&P 500 Index Fund 0.2%
Value ($000) $3,236 Shares 8,422 Est. Cost $247.27 Unrealized
BN Brookfield Corp 0.2%
Value ($000) $3,233 Shares 102,767 Est. Cost $21.90 Unrealized 0.0%
TD Toronto Dominion Bank New 0.2%
Value ($000) $3,186 Shares 49,202 Est. Cost $46.47 Unrealized +39.0%
Linde PLC 0.2%
Value ($000) $3,134 Shares 9,608 Est. Cost $172.51 Unrealized
CAT Caterpillar Inc 0.2%
Value ($000) $3,047 Shares 12,721 Est. Cost $82.74 Unrealized +149.7%
Liberty Media Corp Ser A SiriusSM Group 0.2%
Value ($000) $2,826 Shares 71,885 Est. Cost $41.98 Unrealized
LLY Eli Lilly & Company 0.2%
Value ($000) $2,737 Shares 7,482 Est. Cost $66.53 Unrealized +419.7%
QQQ Invesco QQQ Trust ETF 0.2%
Value ($000) $2,726 Shares 10,239 Est. Cost $248.29 Unrealized
VOO Vanguard Idx Fds S&P 500 ETF 0.2%
Value ($000) $2,714 Shares 7,726 Est. Cost $310.50 Unrealized
SYY Sysco Corp 0.2%
Value ($000) $2,685 Shares 35,121 Est. Cost $48.99 Unrealized +50.9%
Unilever PLC ADR 0.2%
Value ($000) $2,613 Shares 51,890 Est. Cost $48.12 Unrealized
Paramount Global 0.2%
Value ($000) $2,574 Shares 152,462 Est. Cost $30.86 Unrealized
DOW Dow Inc 0.2%
Value ($000) $2,571 Shares 51,027 Est. Cost $45.61 Unrealized -11.2%
TAN Invesco Solar ETF 0.2%
Value ($000) $2,531 Shares 34,694 Est. Cost $61.23 Unrealized
VYM Vanguard High Dividend Yld ETF 0.2%
Value ($000) $2,528 Shares 23,362 Est. Cost $79.17 Unrealized
CL Colgate-Palmolive Co 0.2%
Value ($000) $2,465 Shares 31,287 Est. Cost $48.54 Unrealized +43.6%
KMB Kimberly-Clark Corp 0.2%
Value ($000) $2,441 Shares 17,984 Est. Cost $91.03 Unrealized +23.8%
MTB M & T Bank Corporation 0.2%
Value ($000) $2,380 Shares 16,408 Est. Cost $120.96 Unrealized +22.2%
COP Conocophillips 0.2%
Value ($000) $2,377 Shares 20,147 Est. Cost $74.88 Unrealized +46.1%
TFC Truist Finl Corp 0.2%
Value ($000) $2,319 Shares 53,894 Est. Cost $40.86 Unrealized -9.3%
CSX CSX Corp 0.2%
Value ($000) $2,281 Shares 73,636 Est. Cost $23.64 Unrealized +21.6%
GIS General Mills Inc 0.2%
Value ($000) $2,276 Shares 27,142 Est. Cost $43.87 Unrealized +66.3%
UPS United Parcel Svc Inc Cl B 0.2%
Value ($000) $2,264 Shares 13,022 Est. Cost $91.91 Unrealized +61.1%
TGT Target Corp 0.2%
Value ($000) $2,121 Shares 14,234 Est. Cost $72.33 Unrealized +94.8%
MO Altria Group Inc 0.2%
Value ($000) $2,076 Shares 45,416 Est. Cost $18.39 Unrealized +90.5%
TXN Texas Instruments Inc 0.2%
Value ($000) $2,048 Shares 12,398 Est. Cost $71.60 Unrealized +112.2%
TSLA Tesla Motors Inc 0.1%
Value ($000) $2,028 Shares 16,463 Est. Cost $219.27 Unrealized -13.6%
VTI Vanguard Total Stock Mkt ETF 0.1%
Value ($000) $2,022 Shares 10,575 Est. Cost $175.35 Unrealized
SPGI S&P Global Inc 0.1%
Value ($000) $1,931 Shares 5,764 Est. Cost $223.69 Unrealized +43.6%
GPC Genuine Parts Co 0.1%
Value ($000) $1,893 Shares 10,912 Est. Cost $88.63 Unrealized +79.5%
DLR Digital Realty Trust Inc 0.1%
Value ($000) $1,882 Shares 18,770 Est. Cost $89.54 Unrealized +1.9%
ATO Atmos Energy Corp 0.1%
Value ($000) $1,871 Shares 16,693 Est. Cost $32.10 Unrealized +216.8%
GD General Dynamics Corp 0.1%
Value ($000) $1,860 Shares 7,497 Est. Cost $87.86 Unrealized +160.4%
VBR Vanguard Small Cap Value ETF 0.1%
Value ($000) $1,786 Shares 11,245 Est. Cost $156.20 Unrealized
TROW Price T Rowe Group Inc 0.1%
Value ($000) $1,770 Shares 16,226 Est. Cost $73.15 Unrealized +33.2%
DUK Duke Energy Corp New 0.1%
Value ($000) $1,756 Shares 17,049 Est. Cost $55.57 Unrealized +52.6%
CARR Carrier Global Corporation 0.1%
Value ($000) $1,715 Shares 41,587 Est. Cost $17.96 Unrealized +116.4%
ED Consolidated Edison Inc 0.1%
Value ($000) $1,682 Shares 17,646 Est. Cost $68.25 Unrealized +19.7%
FIS Fidelity Natl Information Svcs Inc 0.1%
Value ($000) $1,610 Shares 23,724 Est. Cost $90.95 Unrealized -28.0%
ADSK Autodesk Inc 0.1%
Value ($000) $1,600 Shares 8,561 Est. Cost $154.11 Unrealized +30.2%
QDF Flexshares Quality Divd Index ETF 0.1%
Value ($000) $1,593 Shares 30,278 Est. Cost $45.61 Unrealized
SDY SPDR S&P Dividend ETF 0.1%
Value ($000) $1,544 Shares 12,345 Est. Cost $72.83 Unrealized
TIP Ishares Barclays TIPs Bond ETF 0.1%
Value ($000) $1,543 Shares 14,493 Est. Cost $113.91 Unrealized
SO Southern Co 0.1%
Value ($000) $1,537 Shares 21,517 Est. Cost $37.94 Unrealized +57.1%
CMI Cummins Inc 0.1%
Value ($000) $1,519 Shares 6,270 Est. Cost $160.55 Unrealized +37.5%
ABBNY ABB Ltd ADR 0.1%
Value ($000) $1,459 Shares 47,897 Est. Cost $22.23 Unrealized
PM Philip Morris Intl Inc 0.1%
Value ($000) $1,455 Shares 14,374 Est. Cost $63.29 Unrealized +28.4%
NVDA Nvidia Corporation 0.1%
Value ($000) $1,455 Shares 9,953 Est. Cost $19.21 Unrealized -23.8%
PBH Prestige Brand Holdings 0.1%
Value ($000) $1,441 Shares 23,017 Est. Cost $38.47 Unrealized +49.1%
DD Dupont De Nemours Inc 0.1%
Value ($000) $1,436 Shares 20,926 Est. Cost $28.25 Unrealized -11.5%
SYF Synchrony Financial 0.1%
Value ($000) $1,379 Shares 41,979 Est. Cost $26.26 Unrealized +21.4%
OTIS Otis Worldwide Corp 0.1%
Value ($000) $1,377 Shares 17,579 Est. Cost $47.48 Unrealized +47.8%
PNC PNC Financial Services Group Inc 0.1%
Value ($000) $1,372 Shares 8,690 Est. Cost $134.69 Unrealized +3.4%
AFL Aflac Incorporated 0.1%
Value ($000) $1,357 Shares 18,867 Est. Cost $32.29 Unrealized +93.6%
VB Vanguard Small-Cap ETF 0.1%
Value ($000) $1,289 Shares 7,024 Est. Cost $185.78 Unrealized
AROW Arrow Financial Corp 0.1%
Value ($000) $1,287 Shares 37,968 Est. Cost $20.30 Unrealized +41.7%
ISRG Intuitive Surgical Inc 0.1%
Value ($000) $1,258 Shares 4,742 Est. Cost $263.66 Unrealized -7.5%
AZO Autozone Inc 0.1%
Value ($000) $1,238 Shares 502 Est. Cost $698.93 Unrealized +245.8%
PIVYX Putnam Intl Capital Opportunities Fd 0.1%
Value ($000) $1,227 Shares 35,578 Est. Cost $33.21 Unrealized
VV Vanguard Large Cap ETF 0.1%
Value ($000) $1,208 Shares 6,936 Est. Cost $77.25 Unrealized
LAM Research Corp 0.1%
Value ($000) $1,194 Shares 2,841 Est. Cost $474.51 Unrealized
PBD Invesco Global Clean Energy ETF 0.1%
Value ($000) $1,188 Shares 64,680 Est. Cost $18.68 Unrealized
TPL Texas Pacific Land Corporation 0.1%
Value ($000) $1,172 Shares 500 Est. Cost $117.17 Unrealized +118.4%
IJK Ishares S&P Midcap 400 Growth Index Fund 0.1%
Value ($000) $1,161 Shares 16,992 Est. Cost $108.26 Unrealized
WRB Berkley W R Corp 0.1%
Value ($000) $1,153 Shares 15,891 Est. Cost $22.09 Unrealized +101.5%
EFA I Shares MSCI EAFE Index Fd 0.1%
Value ($000) $1,151 Shares 17,530 Est. Cost $62.22 Unrealized
VRSN Verisign Inc 0.1%
Value ($000) $1,135 Shares 5,525 Est. Cost $79.05 Unrealized +140.4%
CAH Cardinal Health Inc 0.1%
Value ($000) $1,115 Shares 14,509 Est. Cost $54.17 Unrealized +32.1%
LNG Cheniere Energy Inc New 0.1%
Value ($000) $1,087 Shares 7,248 Est. Cost $46.47 Unrealized +260.1%
AMP Ameriprise Financial Inc 0.1%
Value ($000) $1,081 Shares 3,471 Est. Cost $123.37 Unrealized +136.6%
VOE Vanguard Mid-Cap Value ETF 0.1%
Value ($000) $1,043 Shares 7,713 Est. Cost $135.21 Unrealized
SEE Sealed Air Corp New 0.1%
Value ($000) $1,024 Shares 20,538 Est. Cost $41.37 Unrealized +10.0%
QCOM Qualcomm Inc 0.1%
Value ($000) $1,010 Shares 9,188 Est. Cost $82.25 Unrealized +32.3%
Laboratory Corp Amer Hldgs New 0.1%
Value ($000) $979 Shares 4,157 Est. Cost $185.21 Unrealized
NOC Northrop Grumman Corp 0.1%
Value ($000) $976 Shares 1,789 Est. Cost $185.81 Unrealized +166.5%
VO Vanguard Mid Cap ETF 0.1%
Value ($000) $954 Shares 4,683 Est. Cost $184.16 Unrealized
NVO Novo Nordisk A/S ADR 0.1%
Value ($000) $953 Shares 7,043 Est. Cost $65.86 Unrealized
GLD Spdr Gold Shares 0.1%
Value ($000) $939 Shares 5,534 Est. Cost $144.74 Unrealized
WAT Waters Corp 0.1%
Value ($000) $903 Shares 2,635 Est. Cost $133.90 Unrealized +136.3%
FSLR First Solar Inc 0.1%
Value ($000) $884 Shares 5,901 Est. Cost $60.36 Unrealized +145.5%
WBD Warner Bros Discovery Inc 0.1%
Value ($000) $880 Shares 92,876 Est. Cost $16.53 Unrealized -31.7%
TRV Travelers Cos Inc 0.1%
Value ($000) $853 Shares 4,551 Est. Cost $100.12 Unrealized +69.1%
AVGO Broadcom Inc 0.1%
Value ($000) $850 Shares 1,521 Est. Cost $37.18 Unrealized +28.0%
OXY Occidental Petroleum Corp 0.1%
Value ($000) $825 Shares 13,102 Est. Cost $61.81 Unrealized +4.7%
MS Morgan Stanley 0.1%
Value ($000) $806 Shares 9,483 Est. Cost $33.14 Unrealized +131.8%
KHC Kraft Heinz Co 0.1%
Value ($000) $788 Shares 19,362 Est. Cost $33.92 Unrealized -4.2%
XYL Xylem Inc 0.1%
Value ($000) $786 Shares 7,108 Est. Cost $80.97 Unrealized +24.7%
MKL Markel Corp Holding Company 0.1%
Value ($000) $751 Shares 570 Est. Cost $911.87 Unrealized +35.7%
BAM Brookfield Asset Mgmt Ltd 0.1%
Value ($000) $746 Shares 26,028 Est. Cost $27.10 Unrealized 0.0%
SNEX Stonex Group Inc 0.1%
Value ($000) $736 Shares 7,722 Est. Cost $24.61 Unrealized +69.1%
SSNC SS&C Technologies Hldgs Inc 0.1%
Value ($000) $735 Shares 14,113 Est. Cost $65.12 Unrealized -22.2%
Kellogg Company 0.1%
Value ($000) $729 Shares 10,226 Est. Cost $54.26 Unrealized +12.2%
SJM The J M Smucker Company 0.1%
Value ($000) $728 Shares 4,593 Est. Cost $89.22 Unrealized +49.6%
DOC Healthpeak Properties Inc 0.1%
Value ($000) $715 Shares 28,517 Est. Cost $25.39 Unrealized -20.8%
UNB Union Bankshares Inc 0.1%
Value ($000) $704 Shares 29,334 Est. Cost $28.00 Unrealized -14.1%
SHEL Shell PLC 0.1%
Value ($000) $695 Shares 12,206 Est. Cost $54.90 Unrealized
PFS Provident Financial Services Inc 0.1%
Value ($000) $688 Shares 32,201 Est. Cost $17.26 Unrealized +4.1%
DOV Dover Corp 0.0%
Value ($000) $681 Shares 5,029 Est. Cost $45.74 Unrealized +179.3%
BA Boeing Company 0.0%
Value ($000) $680 Shares 3,572 Est. Cost $138.73 Unrealized +17.9%
KW Kennedy-Wilson Holdings Inc 0.0%
Value ($000) $674 Shares 42,856 Est. Cost $20.17 Unrealized -20.3%
GWW W W Grainger Inc 0.0%
Value ($000) $656 Shares 1,179 Est. Cost $220.40 Unrealized +148.9%
HSY The Hershey Company 0.0%
Value ($000) $625 Shares 2,697 Est. Cost $76.44 Unrealized +177.5%
BIIB Biogen Inc 0.0%
Value ($000) $615 Shares 2,221 Est. Cost $291.95 Unrealized -3.3%
TU Telus Corp 0.0%
Value ($000) $614 Shares 31,822 Est. Cost $19.73 Unrealized +4.7%
CTRA Coterra Energy Inc 0.0%
Value ($000) $600 Shares 24,440 Est. Cost $17.59 Unrealized +38.3%
MPC Marathon Petroleum Corp 0.0%
Value ($000) $590 Shares 5,072 Est. Cost $34.08 Unrealized +212.3%
VGIT Vanguard Int Term Treas Fd ETF 0.0%
Value ($000) $586 Shares 10,017 Est. Cost $60.54 Unrealized
BK Bank New York Mellon Corp 0.0%
Value ($000) $549 Shares 12,056 Est. Cost $38.17 Unrealized +2.8%
PEG Public Service Enterprise Gp 0.0%
Value ($000) $528 Shares 8,619 Est. Cost $56.83 Unrealized -8.3%
AAP Advance Auto Parts Inc 0.0%
Value ($000) $524 Shares 3,565 Est. Cost $128.81 Unrealized +16.5%
SAM Boston Beer Inc Cl A 0.0%
Value ($000) $521 Shares 1,580 Est. Cost $139.90 Unrealized +159.3%
SPG Simon Ppty Group Inc New 0.0%
Value ($000) $519 Shares 4,414 Est. Cost $96.72 Unrealized -3.4%
NUE Nucor Corp 0.0%
Value ($000) $511 Shares 3,873 Est. Cost $41.00 Unrealized +216.1%
POR Portland General Electric 0.0%
Value ($000) $500 Shares 10,204 Est. Cost $25.53 Unrealized +57.2%
EEM I Shares MSCI Emerging Markets Index 0.0%
Value ($000) $490 Shares 12,916 Est. Cost $40.22 Unrealized
FDX Fedex Corp 0.0%
Value ($000) $479 Shares 2,768 Est. Cost $197.97 Unrealized -21.7%
DIA SPDR Dow Jones Industrial Avg 0.0%
Value ($000) $472 Shares 1,424 Est. Cost $287.31 Unrealized
WFC Wells Fargo & Company New 0.0%
Value ($000) $471 Shares 11,401 Est. Cost $34.11 Unrealized +19.7%
BRK/A Berkshire Hathaway Inc Cl A 0.0%
Value ($000) $469 Shares 1 Est. Cost $240576.33 Unrealized +86.5%
VNQ Vanguard REIT ETF 0.0%
Value ($000) $458 Shares 5,555 Est. Cost $86.76 Unrealized
GBDC Golub Capital BDC Inc 0.0%
Value ($000) $452 Shares 34,355 Est. Cost $9.31 Unrealized -0.7%
IJJ Ishares S&P Midcap 400 Value Index Fd 0.0%
Value ($000) $451 Shares 4,474 Est. Cost $111.21 Unrealized
BIV Vanguard Intermediate-Term Bond ETF 0.0%
Value ($000) $450 Shares 6,052 Est. Cost $87.71 Unrealized
VTV Vanguard Value ETF 0.0%
Value ($000) $446 Shares 3,174 Est. Cost $127.54 Unrealized
ABM ABM Inds Inc 0.0%
Value ($000) $446 Shares 10,030 Est. Cost $41.98 Unrealized -2.3%
A Agilent Technologies Inc 0.0%
Value ($000) $442 Shares 2,956 Est. Cost $49.00 Unrealized +185.1%
SUSA iShares MSCI USA ESG Select Index 0.0%
Value ($000) $442 Shares 5,369 Est. Cost $81.83 Unrealized
SPLV Invesco S&P 500 Low Volatility ETF 0.0%
Value ($000) $435 Shares 6,809 Est. Cost $47.44 Unrealized
WHR Whirlpool Corp 0.0%
Value ($000) $432 Shares 3,055 Est. Cost $173.89 Unrealized -18.2%
WY Weyerhaeuser Company 0.0%
Value ($000) $426 Shares 13,741 Est. Cost $21.04 Unrealized +31.0%
MDY SPDR S&P MidCap 400 0.0%
Value ($000) $426 Shares 962 Est. Cost $298.94 Unrealized
CBU Community Bk Sys Inc 0.0%
Value ($000) $410 Shares 6,515 Est. Cost $57.04 Unrealized -1.7%
GILD Gilead Sciences Inc 0.0%
Value ($000) $400 Shares 4,661 Est. Cost $57.64 Unrealized +22.8%
FBIN Fortune Brands Innovations Inc 0.0%
Value ($000) $395 Shares 6,378 Est. Cost $31.56 Unrealized +58.0%
LBRDK Liberty Broadband Corp Ser C 0.0%
Value ($000) $387 Shares 5,072 Est. Cost $142.13 Unrealized -46.4%
AWK American Water Works Company 0.0%
Value ($000) $382 Shares 2,503 Est. Cost $64.03 Unrealized +110.6%
DVY I Shares Select Dividend ETF 0.0%
Value ($000) $379 Shares 3,140 Est. Cost $119.39 Unrealized
Liberty Global PLC ser C 0.0%
Value ($000) $365 Shares 18,804 Est. Cost $30.71 Unrealized
AZN Astrazeneca Plc Adr 0.0%
Value ($000) $360 Shares 5,304 Est. Cost $48.78 Unrealized
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 0.0%
Value ($000) $359 Shares 3,850 Est. Cost $64.83 Unrealized
MTD Mettler Toledo Intl Inc 0.0%
Value ($000) $358 Shares 248 Est. Cost $656.12 Unrealized +104.0%
NXPI NXP Semiconductors NV 0.0%
Value ($000) $356 Shares 2,250 Est. Cost $179.97 Unrealized -17.0%
MCO Moodys Corp 0.0%
Value ($000) $351 Shares 1,261 Est. Cost $96.15 Unrealized +177.1%
DMLP Dorchester Minerals LP 0.0%
Value ($000) $342 Shares 11,416 Est. Cost $23.83 Unrealized
IWP Ishares Russell Mid Cap Growth 0.0%
Value ($000) $330 Shares 3,946 Est. Cost $82.11 Unrealized
XBI Spdr Ser Trust SP Biotech ETF 0.0%
Value ($000) $326 Shares 3,933 Est. Cost $87.36 Unrealized
PSX Phillips 66 0.0%
Value ($000) $319 Shares 3,067 Est. Cost $62.88 Unrealized +45.3%
GE General Electric Co 0.0%
Value ($000) $319 Shares 3,809 Est. Cost $61.19 Unrealized -20.9%
GLW Corning Inc 0.0%
Value ($000) $316 Shares 9,905 Est. Cost $18.59 Unrealized +59.9%
PH Parker Hannifin Corp 0.0%
Value ($000) $313 Shares 1,077 Est. Cost $210.99 Unrealized +30.6%
PGR Progressive Corp Ohio 0.0%
Value ($000) $299 Shares 2,304 Est. Cost $92.71 Unrealized +24.8%
VUG Vanguard Growth ETF 0.0%
Value ($000) $299 Shares 1,402 Est. Cost $217.17 Unrealized
AVA Avista Corporation 0.0%
Value ($000) $298 Shares 6,728 Est. Cost $28.18 Unrealized +21.5%
GS Goldman Sachs Group 0.0%
Value ($000) $290 Shares 845 Est. Cost $185.75 Unrealized +73.1%
CTVA Corteva Inc 0.0%
Value ($000) $287 Shares 4,883 Est. Cost $38.63 Unrealized +58.3%
IWR I Shares Russell Mid Cap 0.0%
Value ($000) $286 Shares 4,236 Est. Cost $57.56 Unrealized
FAN First Tr Global Wind Energy ETF 0.0%
Value ($000) $279 Shares 16,087 Est. Cost $15.40 Unrealized
YUM Yum Brands Inc 0.0%
Value ($000) $279 Shares 2,175 Est. Cost $59.24 Unrealized +92.5%
SEDG Solaredge Technologies Inc 0.0%
Value ($000) $276 Shares 976 Est. Cost $46.84 Unrealized +466.5%
PSA Public Storage Inc 0.0%
Value ($000) $275 Shares 983 Est. Cost $122.18 Unrealized +109.9%
ES Eversource Energy 0.0%
Value ($000) $274 Shares 3,269 Est. Cost $53.65 Unrealized +28.6%
TE Connectivity Ltd 0.0%
Value ($000) $269 Shares 2,343 Est. Cost $60.58 Unrealized
AGG Ishares Core Total US Bond Fund 0.0%
Value ($000) $265 Shares 2,736 Est. Cost $101.79 Unrealized
AEP American Electric Power Company Inc 0.0%
Value ($000) $264 Shares 2,778 Est. Cost $74.34 Unrealized +8.8%
ZBH Zimmer Biomet Hldgs Inc 0.0%
Value ($000) $263 Shares 2,064 Est. Cost $76.02 Unrealized +48.5%
ARCC Ares Capital Corp 0.0%
Value ($000) $262 Shares 14,201 Est. Cost $10.24 Unrealized +35.2%
SNY Sanofi Spons ADR 0.0%
Value ($000) $259 Shares 5,346 Est. Cost $43.97 Unrealized
DSI Ishares Kld 400 Social Indexfund 0.0%
Value ($000) $258 Shares 3,589 Est. Cost $76.57 Unrealized
HPQ HP Inc 0.0%
Value ($000) $256 Shares 9,509 Est. Cost $11.07 Unrealized +121.8%
PPG PPG Industries Inc 0.0%
Value ($000) $255 Shares 2,026 Est. Cost $82.96 Unrealized +38.0%
AIVL WisdomTree Dividend Ex-Financials 0.0%
Value ($000) $250 Shares 2,720 Est. Cost $97.31 Unrealized
C Citigroup Inc New 0.0%
Value ($000) $249 Shares 5,502 Est. Cost $47.23 Unrealized -14.1%
CTSH Cognizant Technology Sol Corp Cl A 0.0%
Value ($000) $249 Shares 4,348 Est. Cost $58.52 Unrealized -4.8%
Canadian Pacific Railway Ltd 0.0%
Value ($000) $248 Shares 3,325 Est. Cost $71.94 Unrealized
MAR Marriott International Inc Cl A 0.0%
Value ($000) $246 Shares 1,654 Est. Cost $82.56 Unrealized +80.7%
TREX Trex Company Inc 0.0%
Value ($000) $246 Shares 5,810 Est. Cost $51.98 Unrealized -12.7%
ESS Essex Ppty Tr REIT 0.0%
Value ($000) $243 Shares 1,147 Est. Cost $131.30 Unrealized +46.9%
CBT Cabot Corp 0.0%
Value ($000) $239 Shares 3,570 Est. Cost $50.42 Unrealized +29.7%
ROK Rockwell Automation Inc 0.0%
Value ($000) $235 Shares 913 Est. Cost $106.99 Unrealized +122.3%
IWM I Shares Russell 2000 0.0%
Value ($000) $234 Shares 1,341 Est. Cost $155.35 Unrealized
EOG EOG Resources Inc 0.0%
Value ($000) $232 Shares 1,792 Est. Cost $107.06 Unrealized +10.0%
IWN Ishares Russell 2000 Value Index Fund 0.0%
Value ($000) $231 Shares 1,663 Est. Cost $125.91 Unrealized
SHW Sherwin Williams Co 0.0%
Value ($000) $225 Shares 950 Est. Cost $218.26 Unrealized +3.0%
QUAL Ishs Edge MSCI USA Quality Factor ETF 0.0%
Value ($000) $224 Shares 1,967 Est. Cost $128.66 Unrealized
LDOS Leidos Holdings Inc 0.0%
Value ($000) $224 Shares 2,126 Est. Cost $70.19 Unrealized +40.3%
KLAC KLA Corporation 0.0%
Value ($000) $217 Shares 575 Est. Cost $366.29 Unrealized -7.7%
TSN Tyson Foods Inc Cl A 0.0%
Value ($000) $214 Shares 3,441 Est. Cost $76.73 Unrealized -24.0%
LHX L3Harris Technologies Inc 0.0%
Value ($000) $212 Shares 1,017 Est. Cost $193.48 Unrealized +9.1%
MET Metlife Inc 0.0%
Value ($000) $206 Shares 2,847 Est. Cost $60.72 Unrealized +7.2%
SunPower Corporation 0.0%
Value ($000) $205 Shares 11,365 Est. Cost $10.11 Unrealized
USMV Ishs MSCI USA Min Vol Factor ETF 0.0%
Value ($000) $198 Shares 2,749 Est. Cost $66.20 Unrealized
APH Amphenol Corp New Cl A 0.0%
Value ($000) $198 Shares 2,600 Est. Cost $33.59 Unrealized +9.5%
KEY Keycorp New 0.0%
Value ($000) $198 Shares 11,350 Est. Cost $10.02 Unrealized +47.6%
ROP Roper Technologies Inc 0.0%
Value ($000) $197 Shares 456 Est. Cost $415.58 Unrealized -2.8%
ARW Arrow Electronics Inc 0.0%
Value ($000) $196 Shares 1,876 Est. Cost $114.51 Unrealized -9.9%
SCHD Schwab US Dividend Equity ETF 0.0%
Value ($000) $193 Shares 2,558 Est. Cost $80.92 Unrealized
NFLX Netflix Inc 0.0%
Value ($000) $193 Shares 654 Est. Cost $29.42 Unrealized -4.7%
BHB Bar Harbor Bankshares 0.0%
Value ($000) $191 Shares 5,966 Est. Cost $22.65 Unrealized +14.9%
CNI Canadian Natl Ry Co 0.0%
Value ($000) $190 Shares 1,600 Est. Cost $49.34 Unrealized +127.5%
ZTS Zoetis Inc Cl A 0.0%
Value ($000) $190 Shares 1,294 Est. Cost $110.85 Unrealized +29.2%
OKE Oneok Inc New 0.0%
Value ($000) $189 Shares 2,874 Est. Cost $51.26 Unrealized +2.0%
CMG Chipotle Mexican Grill Inc 0.0%
Value ($000) $189 Shares 136 Est. Cost $12.84 Unrealized +132.7%
UVSP Univest Financial Corporation 0.0%
Value ($000) $183 Shares 7,004 Est. Cost $25.65 Unrealized +4.6%
HCA HCA Healthcare Inc 0.0%
Value ($000) $182 Shares 758 Est. Cost $206.83 Unrealized +5.5%
SCCO Southern Copper Corp Del 0.0%
Value ($000) $181 Shares 3,000 Est. Cost $17.87 Unrealized +163.1%
CNP Centerpoint Energy Inc 0.0%
Value ($000) $180 Shares 6,000 Est. Cost $28.56 Unrealized -6.2%
RSP Invesco S&P 500 Eql Wgt ETF 0.0%
Value ($000) $180 Shares 1,272 Est. Cost $124.45 Unrealized
MOH Molina Healthcare Inc 0.0%
Value ($000) $180 Shares 544 Est. Cost $302.10 Unrealized +12.4%
AJG Gallagher Arthur J & Co 0.0%
Value ($000) $179 Shares 950 Est. Cost $160.18 Unrealized +13.4%
EME Emcor Group Inc 0.0%
Value ($000) $178 Shares 1,203 Est. Cost $105.71 Unrealized +33.1%
IWO Ishares Russell 2000 Growth Index Fund 0.0%
Value ($000) $177 Shares 824 Est. Cost $227.50 Unrealized
RSG Republic Svcs Inc 0.0%
Value ($000) $176 Shares 1,368 Est. Cost $125.31 Unrealized +2.4%
KEYS Keysight Technologies Inc 0.0%
Value ($000) $173 Shares 1,012 Est. Cost $142.25 Unrealized +19.8%
SCHF Schwab Intl Equity ETF 0.0%
Value ($000) $163 Shares 5,047 Est. Cost $36.71 Unrealized
HUM Humana Inc 0.0%
Value ($000) $162 Shares 317 Est. Cost $428.58 Unrealized +18.5%
AWR American States Water Co 0.0%
Value ($000) $162 Shares 1,750 Est. Cost $74.35 Unrealized +14.4%
TDS Telephone & Data Sys Inc 0.0%
Value ($000) $159 Shares 15,150 Est. Cost $27.51 Unrealized -55.0%
FISV Fiserv Inc 0.0%
Value ($000) $159 Shares 1,571 Est. Cost $97.60 Unrealized +2.0%
JCI Johnson Controls Intl PLC 0.0%
Value ($000) $159 Shares 2,480 Est. Cost $53.58 Unrealized +7.7%
MCK McKesson Corp 0.0%
Value ($000) $157 Shares 419 Est. Cost $331.32 Unrealized +10.8%
ZM Zoom Video Communications Inc Cl A 0.0%
Value ($000) $157 Shares 2,319 Est. Cost $103.36 Unrealized -26.5%
IVE Ishares S&P 500 Value Index Fund 0.0%
Value ($000) $157 Shares 1,079 Est. Cost $137.81 Unrealized
FNV Franco Nev Corp 0.0%
Value ($000) $156 Shares 1,146 Est. Cost $142.91 Unrealized -10.2%
CHTR Charter Communications Inc 0.0%
Value ($000) $156 Shares 461 Est. Cost $412.46 Unrealized -14.8%
ARKK Ark Innovation ETF 0.0%
Value ($000) $155 Shares 4,967 Est. Cost $92.98 Unrealized
EL Estee Lauder Cos Inc Cl A 0.0%
Value ($000) $153 Shares 615 Est. Cost $231.15 Unrealized -8.7%
NGG National Grid PLC ADR New 2017 0.0%
Value ($000) $152 Shares 2,518 Est. Cost $62.43 Unrealized
PKW Invesco Buyback Achievers ETF 0.0%
Value ($000) $150 Shares 1,751 Est. Cost $77.67 Unrealized
CBOE CBOE Global Markets Inc 0.0%
Value ($000) $150 Shares 1,193 Est. Cost $107.56 Unrealized +10.8%
SNA Snap On Inc 0.0%
Value ($000) $148 Shares 647 Est. Cost $194.80 Unrealized +6.8%
LSTR Landstar Sys Inc 0.0%
Value ($000) $148 Shares 907 Est. Cost $145.23 Unrealized
Discover Financial Services 0.0%
Value ($000) $148 Shares 1,508 Est. Cost $91.34 Unrealized
ORLY O Reilly Automotive Inc New 0.0%
Value ($000) $146 Shares 173 Est. Cost $44.45 Unrealized +21.0%
STT State Street Corp 0.0%
Value ($000) $145 Shares 1,868 Est. Cost $61.99 Unrealized +6.6%
IVW Ishares S&P 500 Growth Index Fund 0.0%
Value ($000) $143 Shares 2,445 Est. Cost $60.18 Unrealized
RY Royal Bank Of Canada 0.0%
Value ($000) $142 Shares 1,511 Est. Cost $102.27 Unrealized -7.7%
IJS Ishs S&P Small Cap 600 Value ETF 0.0%
Value ($000) $141 Shares 1,546 Est. Cost $89.26 Unrealized
MCHP Microchip Technology Inc 0.0%
Value ($000) $139 Shares 1,975 Est. Cost $60.87 Unrealized +4.9%
CINF Cincinnati Financial Corp 0.0%
Value ($000) $139 Shares 1,355 Est. Cost $113.10 Unrealized -16.1%
VLO Valero Energy Corp New 0.0%
Value ($000) $138 Shares 1,089 Est. Cost $105.25 Unrealized +8.4%
FCX Freeport McMoran Copper & Gold Inc Cl B 0.0%
Value ($000) $137 Shares 3,615 Est. Cost $29.04 Unrealized +15.3%
MAS Masco Corp 0.0%
Value ($000) $135 Shares 2,898 Est. Cost $34.58 Unrealized +31.5%
AON Aon PLC 0.0%
Value ($000) $135 Shares 449 Est. Cost $284.12 Unrealized +0.6%
CCI Crown Castle Inc 0.0%
Value ($000) $133 Shares 980 Est. Cost $145.73 Unrealized -22.0%
FRT Federal Realty Invt Tr LP 0.0%
Value ($000) $131 Shares 1,300 Est. Cost $95.45 Unrealized -7.8%
HPE Hewlett Packard Enterprise Co 0.0%
Value ($000) $130 Shares 8,174 Est. Cost $13.63 Unrealized -1.1%
VGT Vanguard Information Technology ETF 0.0%
Value ($000) $130 Shares 407 Est. Cost $443.28 Unrealized
MKSI MKS Instruments Inc 0.0%
Value ($000) $129 Shares 1,525 Est. Cost $110.97 Unrealized -29.7%
MATX Matson Inc 0.0%
Value ($000) $127 Shares 2,025 Est. Cost $80.53 Unrealized -21.4%
EVRG Evergy Inc NPV 0.0%
Value ($000) $126 Shares 2,000 Est. Cost $58.25 Unrealized -9.9%
FAF First American Finl Corp 0.0%
Value ($000) $125 Shares 2,392 Est. Cost $50.98 Unrealized -11.3%
XLK MFC Select Sector SPDR Tr Technology 0.0%
Value ($000) $124 Shares 1,000 Est. Cost $127.00 Unrealized
BYDDY BYD Co Ltd ADR 0.0%
Value ($000) $120 Shares 2,425 Est. Cost $80.00 Unrealized
FOXA Fox Corp Cl A 0.0%
Value ($000) $119 Shares 3,931 Est. Cost $33.56 Unrealized -12.6%
VRTX Vertex Pharmaceuticals Inc 0.0%
Value ($000) $119 Shares 413 Est. Cost $294.62 Unrealized +3.4%
GOOD Gladstone Commercial 0.0%
Value ($000) $119 Shares 6,438 Est. Cost $18.95 Unrealized
CAG Conagra Brands Inc 0.0%
Value ($000) $118 Shares 3,045 Est. Cost $28.56 Unrealized +8.4%
SLB Schlumberger Ltd 0.0%
Value ($000) $118 Shares 2,200 Est. Cost $37.93 Unrealized +21.5%
RPM RPM International Inc 0.0%
Value ($000) $117 Shares 1,200 Est. Cost $84.03 Unrealized +15.4%
JLL Jones Lang Lasalle Inc 0.0%
Value ($000) $115 Shares 720 Est. Cost $199.33 Unrealized -20.0%
IWS I Shares Russell Midcap Value Index Fund 0.0%
Value ($000) $114 Shares 1,081 Est. Cost $101.76 Unrealized
OGS ONE Gas Inc 0.0%
Value ($000) $114 Shares 1,500 Est. Cost $85.62 Unrealized -9.9%
BR Broadridge Financial Solutions Inc 0.0%
Value ($000) $113 Shares 839 Est. Cost $141.02 Unrealized -4.6%
TFX Teleflex Inc 0.0%
Value ($000) $112 Shares 450 Est. Cost $283.70 Unrealized -24.1%
BMO Bk Montreal Que 0.0%
Value ($000) $111 Shares 1,220 Est. Cost $90.94 Unrealized -11.0%
MSI Motorola Solutions Inc 0.0%
Value ($000) $110 Shares 425 Est. Cost $208.80 Unrealized +15.4%
EW Edwards Lifesciences Corp 0.0%
Value ($000) $109 Shares 1,459 Est. Cost $101.49 Unrealized -24.1%
ACGL Arch Capital Group Ltd 0.0%
Value ($000) $108 Shares 1,728 Est. Cost $44.08 Unrealized +20.4%
TT Trane Technologies PLC 0.0%
Value ($000) $108 Shares 642 Est. Cost $135.13 Unrealized +17.9%
AN AutoNation Inc 0.0%
Value ($000) $107 Shares 1,000 Est. Cost $113.41 Unrealized -2.5%
LAD Lithia Motors Inc A 0.0%
Value ($000) $105 Shares 511 Est. Cost $291.54 Unrealized -26.7%
BP BP PLC Sponsored ADR 0.0%
Value ($000) $103 Shares 2,961 Est. Cost $28.29 Unrealized
PHO Invesco Water Res ETF 0.0%
Value ($000) $103 Shares 2,000 Est. Cost $51.54 Unrealized
SRE Sempra 0.0%
Value ($000) $103 Shares 665 Est. Cost $71.33 Unrealized -2.1%
MHK Mohawk Inds Inc 0.0%
Value ($000) $101 Shares 992 Est. Cost $132.77 Unrealized -26.1%
CPT Camden Ppty Tr 0.0%
Value ($000) $101 Shares 900 Est. Cost $129.16 Unrealized -21.5%
CBZ Cbiz Inc 0.0%
Value ($000) $100 Shares 2,125 Est. Cost $40.40 Unrealized +17.6%
SMG Scotts Miracle Gro Company 0.0%
Value ($000) $99 Shares 2,047 Est. Cost $70.21 Unrealized -38.2%
PAYC Paycom Software Inc 0.0%
Value ($000) $99 Shares 320 Est. Cost $289.25 Unrealized +9.3%
BAX Baxter International Inc 0.0%
Value ($000) $99 Shares 1,944 Est. Cost $66.43 Unrealized -25.3%
EQIX Equinix Inc 0.0%
Value ($000) $99 Shares 151 Est. Cost $528.26 Unrealized +9.6%
XLI Amex Industrial Select Sector SPDR ETF 0.0%
Value ($000) $98 Shares 1,000 Est. Cost $82.66 Unrealized
IEFA Ishares Core MSCI EAFE ETF 0.0%
Value ($000) $97 Shares 1,576 Est. Cost $58.75 Unrealized
EMN Eastman Chemical Co 0.0%
Value ($000) $96 Shares 1,173 Est. Cost $89.83 Unrealized -20.8%
IJT Ishares S&P Smallcap 600 Growth ETF 0.0%
Value ($000) $95 Shares 878 Est. Cost $104.78 Unrealized
CHH Choice Hotels Intl Inc 0.0%
Value ($000) $95 Shares 840 Est. Cost $125.34 Unrealized -7.6%
AMRC Ameresco Inc 0.0%
Value ($000) $94 Shares 1,650 Est. Cost $55.60 Unrealized +9.6%
AMD Advanced Micro Devices Inc 0.0%
Value ($000) $94 Shares 1,452 Est. Cost $89.98 Unrealized -26.6%
IDXX Idexx Labs Inc 0.0%
Value ($000) $93 Shares 227 Est. Cost $406.57 Unrealized -4.5%
ESGD Ishs MSCI EAFE ESG ETF 0.0%
Value ($000) $92 Shares 1,397 Est. Cost $63.25 Unrealized
HAL Halliburton Company 0.0%
Value ($000) $91 Shares 2,322 Est. Cost $32.92 Unrealized +0.2%
FR First Industrial Realty Tr 0.0%
Value ($000) $91 Shares 1,876 Est. Cost $48.44 Unrealized
BXP Boston Properties Inc 0.0%
Value ($000) $90 Shares 1,337 Est. Cost $89.63 Unrealized -34.4%
MRNA Moderna Inc 0.0%
Value ($000) $90 Shares 500 Est. Cost $142.94 Unrealized +14.4%
BBT Berkshire Hills Bancorp Inc 0.0%
Value ($000) $90 Shares 3,000 Est. Cost $23.08 Unrealized +14.5%
WTRG Essential Utils Inc 0.0%
Value ($000) $89 Shares 1,875 Est. Cost $46.45 Unrealized -2.5%
AEE Ameren Corp 0.0%
Value ($000) $89 Shares 1,002 Est. Cost $82.76 Unrealized -8.0%
SWK Stanley Black & Decker Inc 0.0%
Value ($000) $86 Shares 1,151 Est. Cost $90.51 Unrealized -23.9%
KDP Keurig Dr Pepper Inc 0.0%
Value ($000) $85 Shares 2,378 Est. Cost $32.86 Unrealized +4.3%
FICDX Fidelity Canada Fd 0.0%
Value ($000) $85 Shares 1,456 Est. Cost $58.23 Unrealized
XEL Xcel Energy Inc 0.0%
Value ($000) $85 Shares 1,208 Est. Cost $64.04 Unrealized -6.9%
WTFC Wintrust Finl Corp 0.0%
Value ($000) $85 Shares 1,000 Est. Cost $86.11 Unrealized +2.6%
MRSH Marsh & McLennan Inc 0.0%
Value ($000) $84 Shares 508 Est. Cost $151.97 Unrealized +2.6%
ESGE IShares MSCI EM ESG ETF 0.0%
Value ($000) $83 Shares 2,769 Est. Cost $41.76 Unrealized
IEMG Ishares Core MSCI Emer Mkts ETF 0.0%
Value ($000) $83 Shares 1,775 Est. Cost $46.81 Unrealized
BSX Boston Scientific Corp 0.0%
Value ($000) $83 Shares 1,790 Est. Cost $40.71 Unrealized +6.4%
HSIC Henry Schein Inc 0.0%
Value ($000) $82 Shares 1,032 Est. Cost $83.82 Unrealized -9.7%
XPO XPO Logistics Inc 0.0%
Value ($000) $82 Shares 2,474 Est. Cost $31.83 Unrealized +5.8%
IBB I Shares Nasdaq Biotechnology 0.0%
Value ($000) $82 Shares 627 Est. Cost $120.24 Unrealized
KRC Kilroy Realty 0.0%
Value ($000) $81 Shares 2,093 Est. Cost $52.56 Unrealized
SQM Sociedad Quimic Y Mineral Dechile S A Adr 0.0%
Value ($000) $80 Shares 1,000 Est. Cost $91.00 Unrealized
BRO Brown & Brown Inc 0.0%
Value ($000) $80 Shares 1,401 Est. Cost $59.93 Unrealized -4.4%
CPB Campbell Soup Co 0.0%
Value ($000) $79 Shares 1,400 Est. Cost $41.66 Unrealized +13.1%
SOXX Ishares Phlx Semicnd ETF 0.0%
Value ($000) $79 Shares 228 Est. Cost $350.88 Unrealized
EXC Exelon Corp 0.0%
Value ($000) $78 Shares 1,800 Est. Cost $41.23 Unrealized -14.7%
CWST Casella Waste Systems Inc Cl A 0.0%
Value ($000) $78 Shares 980 Est. Cost $77.85 Unrealized +3.1%
FREL Fidelity MSCI Real Estate ETF 0.0%
Value ($000) $76 Shares 3,045 Est. Cost $27.26 Unrealized
Liberty Media Corp Ser C SiriusXM Group 0.0%
Value ($000) $75 Shares 1,928 Est. Cost $34.71 Unrealized
ENPH Enphase Energy Inc 0.0%
Value ($000) $75 Shares 282 Est. Cost $180.77 Unrealized +60.9%
TXNM PNM Resources Inc 0.0%
Value ($000) $73 Shares 1,500 Est. Cost $46.88 Unrealized +1.6%
VDE Vanguard Energy ETF 0.0%
Value ($000) $73 Shares 600 Est. Cost $100.00 Unrealized
FT Biotech Port Ser 52 Cash 0.0%
Value ($000) $73 Shares 8,005 Est. Cost $8.12 Unrealized
ALB Albemarle Corp 0.0%
Value ($000) $72 Shares 334 Est. Cost $214.74 Unrealized +18.6%
UNF Unifirst Corp Mass 0.0%
Value ($000) $72 Shares 375 Est. Cost $162.67 Unrealized +9.8%
FTV Fortive Corp 0.0%
Value ($000) $72 Shares 1,119 Est. Cost $43.54 Unrealized +9.8%
FND Floor & Decor Hldgs Inc Cl A 0.0%
Value ($000) $71 Shares 1,020 Est. Cost $75.34 Unrealized -3.4%
PRU Prudential Financial Inc 0.0%
Value ($000) $70 Shares 708 Est. Cost $88.48 Unrealized -2.0%
NFFFX American New World Fd Cl F2 0.0%
Value ($000) $69 Shares 1,048 Est. Cost $61.07 Unrealized
IGSB Ishares 1-3 Year Credit Bond ETF 0.0%
Value ($000) $69 Shares 1,389 Est. Cost $50.18 Unrealized
SLV I Shares Silver Trust 0.0%
Value ($000) $69 Shares 3,125 Est. Cost $18.58 Unrealized
J Jacobs Solutions Inc 0.0%
Value ($000) $69 Shares 573 Est. Cost $100.68 Unrealized -5.0%
BGIKX Baillie Gifford Intl Alpha Fd K 0.0%
Value ($000) $69 Shares 6,383 Est. Cost $10.79 Unrealized
DG Dollar Gen Corp New 0.0%
Value ($000) $68 Shares 278 Est. Cost $219.70 Unrealized +6.1%
AVY Avery Dennison Corporation 0.0%
Value ($000) $68 Shares 377 Est. Cost $161.63 Unrealized +4.1%
EPD Enterprise Product Partners LP 0.0%
Value ($000) $68 Shares 2,807 Est. Cost $24.23 Unrealized
FAST Fastenal Co 0.0%
Value ($000) $68 Shares 1,430 Est. Cost $23.87 Unrealized -5.2%
VIS Vanguard Industrials ETF 0.0%
Value ($000) $66 Shares 360 Est. Cost $162.04 Unrealized
L Loews Corp 0.0%
Value ($000) $65 Shares 1,119 Est. Cost $62.12 Unrealized -11.2%
RUN Sunrun Inc 0.0%
Value ($000) $65 Shares 2,703 Est. Cost $24.13 Unrealized +10.6%
FT Utilities Select Port Ser 59 Cash 0.0%
Value ($000) $65 Shares 6,480 Est. Cost $9.41 Unrealized
XLY Consumer Discr Select Sector SPDR ETF 0.0%
Value ($000) $65 Shares 500 Est. Cost $138.00 Unrealized
AIG American Intl Group Inc New 0.0%
Value ($000) $65 Shares 1,020 Est. Cost $53.46 Unrealized +1.4%
INGR Ingredion Inc 0.0%
Value ($000) $64 Shares 658 Est. Cost $89.86 Unrealized +2.6%
DES WisdomTree SmallCap Dividend 0.0%
Value ($000) $64 Shares 2,250 Est. Cost $28.28 Unrealized
FT PM Select Port Ser 49 Cash 0.0%
Value ($000) $63 Shares 7,045 Est. Cost $7.81 Unrealized
BMI Badger Meter Inc 0.0%
Value ($000) $63 Shares 575 Est. Cost $80.46 Unrealized +32.0%
Invesco Divd Inc & Val Port 2021-1 Cash 0.0%
Value ($000) $63 Shares 5,417 Est. Cost $10.15 Unrealized
FMX Fomento Economico Mexicano SAB de CV New 0.0%
Value ($000) $62 Shares 800 Est. Cost $67.50 Unrealized
SPIB SPDR Int Tm Corporate Bond ETF 0.0%
Value ($000) $61 Shares 1,931 Est. Cost $32.65 Unrealized
MTUM Ishs Edge MSCI USA Momentum Factor ETF 0.0%
Value ($000) $61 Shares 416 Est. Cost $137.02 Unrealized
WDFC WD 40 0.0%
Value ($000) $60 Shares 375 Est. Cost $175.17 Unrealized -9.8%
VBK Vanguard Small Cap Growth ETF 0.0%
Value ($000) $60 Shares 300 Est. Cost $196.67 Unrealized
VOT Vanguard Index Fds Mid-Cap Growth ETF 0.0%
Value ($000) $60 Shares 333 Est. Cost $170.25 Unrealized
DPZ Dominos Pizza Inc 0.0%
Value ($000) $60 Shares 172 Est. Cost $351.31 Unrealized -4.9%
ESGV Vanguard World Fd ESG US Stock ETF 0.0%
Value ($000) $59 Shares 900 Est. Cost $65.93 Unrealized
BF/A Brown Foreman Distillers Corp Cl A 0.0%
Value ($000) $59 Shares 900 Est. Cost $59.14 Unrealized +8.4%
CTS CTS Corp 0.0%
Value ($000) $59 Shares 1,500 Est. Cost $35.75 Unrealized +13.7%
Magellan Midstream Partners LP 0.0%
Value ($000) $59 Shares 1,172 Est. Cost $47.78 Unrealized
VFC V F Cp 0.0%
Value ($000) $58 Shares 2,118 Est. Cost $71.97 Unrealized -59.2%
FT Emerging Mkts Strgth Port Ser 52 Cash 0.0%
Value ($000) $58 Shares 10,117 Est. Cost $5.14 Unrealized
RMD Resmed Inc 0.0%
Value ($000) $58 Shares 280 Est. Cost $207.70 Unrealized +2.8%
NOW Service Now 0.0%
Value ($000) $58 Shares 150 Est. Cost $95.32 Unrealized -18.0%
Blackrock Science & Technology Tr 0.0%
Value ($000) $57 Shares 2,000 Est. Cost $32.50 Unrealized
Brookline Bancorp Inc 0.0%
Value ($000) $57 Shares 4,000 Est. Cost $13.29 Unrealized
Walgreens Boots Alliance Inc 0.0%
Value ($000) $56 Shares 1,494 Est. Cost $36.34 Unrealized
NEM Newmont Mining Corp 0.0%
Value ($000) $54 Shares 1,151 Est. Cost $60.51 Unrealized -32.5%
GFF Griffon Corp 0.0%
Value ($000) $54 Shares 1,500 Est. Cost $21.14 Unrealized +43.1%
MU Micron Technology Inc 0.0%
Value ($000) $53 Shares 1,068 Est. Cost $62.68 Unrealized -14.2%
ITOT Ishares S&P 1500 ETF 0.0%
Value ($000) $53 Shares 627 Est. Cost $81.55 Unrealized
ARRY Array Technologies Inc 0.0%
Value ($000) $53 Shares 2,750 Est. Cost $9.88 Unrealized +92.3%
LKNCY Luckin Coffee Inc 0.0%
Value ($000) $51 Shares 2,335 Est. Cost $12.42 Unrealized
CDW CDW Corp 0.0%
Value ($000) $51 Shares 286 Est. Cost $162.51 Unrealized +3.9%
CE Celanese Corp Del Ser A 0.0%
Value ($000) $50 Shares 490 Est. Cost $128.33 Unrealized -26.4%
BOX Box Inc Cl A 0.0%
Value ($000) $50 Shares 1,600 Est. Cost $27.94 Unrealized +2.1%
COR Amerisourcebergen Corp 0.0%
Value ($000) $50 Shares 300 Est. Cost $147.67 Unrealized +3.9%
Southstate Corp 0.0%
Value ($000) $50 Shares 650 Est. Cost $76.92 Unrealized
PKG Packaging Corp Amer 0.0%
Value ($000) $49 Shares 385 Est. Cost $138.05 Unrealized -17.3%
SWKS Skyworks Solutions Inc 0.0%
Value ($000) $49 Shares 535 Est. Cost $96.27 Unrealized -15.6%
SHY Ishares Lehman 1 - 3 Yr Treas Bond Fd 0.0%
Value ($000) $49 Shares 600 Est. Cost $82.50 Unrealized
DTE DTE Energy Co 0.0%
Value ($000) $49 Shares 413 Est. Cost $113.51 Unrealized -10.6%
FITB Fifth Third Bancorp 0.0%
Value ($000) $48 Shares 1,470 Est. Cost $32.32 Unrealized -7.4%
IWF Ishares Russell 1000 Growth ETF 0.0%
Value ($000) $48 Shares 225 Est. Cost $218.22 Unrealized
XLE Select Sector SPDR Energy ETF 0.0%
Value ($000) $48 Shares 548 Est. Cost $71.37 Unrealized
CAL Caleres Inc 0.0%
Value ($000) $48 Shares 2,150 Est. Cost $23.61 Unrealized -0.4%
KKR KKR & Co Inc Cl A 0.0%
Value ($000) $46 Shares 1,000 Est. Cost $50.89 Unrealized -6.5%
GRMN Garmin Ltd 0.0%
Value ($000) $46 Shares 500 Est. Cost $96.97 Unrealized -14.7%
VHT Vanguard Health Care ETF 0.0%
Value ($000) $46 Shares 186 Est. Cost $236.56 Unrealized
MPWR Monolithic Pwr Sys Inc 0.0%
Value ($000) $46 Shares 130 Est. Cost $410.37 Unrealized -14.6%
SPYD Spdr Ser Tr S&P 500 High Divd ETF 0.0%
Value ($000) $46 Shares 1,160 Est. Cost $39.66 Unrealized
FRPH FRP Hldgs Inc 0.0%
Value ($000) $46 Shares 850 Est. Cost $29.15 Unrealized -2.2%
MBB Ishares MBS ETF 0.0%
Value ($000) $46 Shares 491 Est. Cost $97.38 Unrealized
IWD Ishares Russell 1000 Value Index Fund 0.0%
Value ($000) $45 Shares 300 Est. Cost $145.60 Unrealized
Skechers USA Inc Cl A 0.0%
Value ($000) $44 Shares 1,050 Est. Cost $35.24 Unrealized
NTR Nutrien Ltd NPV 0.0%
Value ($000) $44 Shares 600 Est. Cost $78.46 Unrealized -9.3%
HASI Hannon Armstrong Sustainable Infrastructure 0.0%
Value ($000) $43 Shares 1,500 Est. Cost $32.14 Unrealized -25.1%
BIP Brookfield Infrastructure Voting Shs A 0.0%
Value ($000) $43 Shares 1,387 Est. Cost $38.21 Unrealized
CHKP Check Point Software Technologies 0.0%
Value ($000) $43 Shares 340 Est. Cost $128.38 Unrealized -2.8%
BCE BCE Inc New 0.0%
Value ($000) $43 Shares 974 Est. Cost $38.33 Unrealized -7.6%
LQD Ishares Iboxx $ Investment Grade Corp Bd Fd 0.0%
Value ($000) $42 Shares 399 Est. Cost $107.88 Unrealized
INMD Inmode Ltd 0.0%
Value ($000) $42 Shares 1,177 Est. Cost $26.27 Unrealized +32.4%
UHT Universal Health Realty Income Trust 0.0%
Value ($000) $42 Shares 870 Est. Cost $52.87 Unrealized
LIT Global X Lithium & Battery Tech ETF 0.0%
Value ($000) $41 Shares 700 Est. Cost $66.03 Unrealized
HLMIX Harding Loevner Intl Equity Port 0.0%
Value ($000) $41 Shares 1,737 Est. Cost $23.03 Unrealized
WEC WEC Energy Group Inc 0.0%
Value ($000) $40 Shares 430 Est. Cost $89.42 Unrealized -7.5%
BLD Topbuild Corp 0.0%
Value ($000) $38 Shares 244 Est. Cost $183.01 Unrealized -13.1%
IR Ingersoll Rand Inc 0.0%
Value ($000) $38 Shares 730 Est. Cost $45.34 Unrealized +12.2%
UBS London Fi Enhanced Large Cap 0.0%
Value ($000) $38 Shares 100 Est. Cost $400.00 Unrealized
ALEX Alexander & Baldwin Inc New 0.0%
Value ($000) $38 Shares 2,019 Est. Cost $18.07 Unrealized
ASML ASML Hldg NV NY 0.0%
Value ($000) $37 Shares 67 Est. Cost $477.27 Unrealized
SHOP Shopify Inc 0.0%
Value ($000) $36 Shares 1,050 Est. Cost $34.84 Unrealized -2.0%
DLTR Dollar Tree Inc 0.0%
Value ($000) $36 Shares 256 Est. Cost $158.45 Unrealized -6.1%
FE FirstEnergy Corp 0.0%
Value ($000) $36 Shares 850 Est. Cost $36.49 Unrealized -5.8%
XLU Utilities Select Sector SPDR ETF 0.0%
Value ($000) $35 Shares 500 Est. Cost $70.50 Unrealized
BHP BHP Group Limited 0.0%
Value ($000) $35 Shares 566 Est. Cost $56.54 Unrealized
IGF Ishs S&P Global Infrastructure Idx ETF 0.0%
Value ($000) $35 Shares 760 Est. Cost $47.37 Unrealized
Nuveen New York AMT Free Qlty Muni Inc Fd 0.0%
Value ($000) $34 Shares 3,355 Est. Cost $11.03 Unrealized
ELV Elevance Health Inc 0.0%
Value ($000) $34 Shares 67 Est. Cost $467.02 Unrealized +3.7%
EFX Equifax Inc 0.0%
Value ($000) $34 Shares 173 Est. Cost $194.39 Unrealized -8.1%
ITA IShs Tr Dow Jones US Aerospace & Defense Idx 0.0%
Value ($000) $34 Shares 300 Est. Cost $100.00 Unrealized
FRCB First Rep Bk San Francisco New 0.0%
Value ($000) $33 Shares 274 Est. Cost $148.91 Unrealized -18.3%
LEA Lear Corp New 0.0%
Value ($000) $33 Shares 269 Est. Cost $119.97 Unrealized +1.6%
LBTYAUSD Liberty Global PLC A 0.0%
Value ($000) $33 Shares 1,747 Est. Cost $21.18 Unrealized
VWILX Vanguard Intl Growth Adm #581 0.0%
Value ($000) $33 Shares 365 Est. Cost $95.89 Unrealized
Cooper Co Inc New 0.0%
Value ($000) $33 Shares 99 Est. Cost $309.87 Unrealized
RHP Ryman Hospitality Pptys Inc 0.0%
Value ($000) $33 Shares 400 Est. Cost $75.00 Unrealized
VGK Vang FTSE Europe ETF 0.0%
Value ($000) $32 Shares 580 Est. Cost $46.30 Unrealized
MSGS Madison Square Garden Sports Corp 0.0%
Value ($000) $32 Shares 175 Est. Cost $162.29 Unrealized -3.3%
XLF Financial Select Sector SPDR ETF 0.0%
Value ($000) $32 Shares 930 Est. Cost $30.81 Unrealized
TotalEnergies SE 0.0%
Value ($000) $31 Shares 500 Est. Cost $51.67 Unrealized
ET Energy Transfer Equity LP 0.0%
Value ($000) $31 Shares 2,600 Est. Cost $9.95 Unrealized
HE Hawaiian Electric Inds Inc 0.0%
Value ($000) $31 Shares 733 Est. Cost $42.06 Unrealized -8.2%
NTRS Northern Trust Corp 0.0%
Value ($000) $31 Shares 346 Est. Cost $89.24 Unrealized -11.6%
GHC Graham Hldgs Co 0.0%
Value ($000) $30 Shares 50 Est. Cost $574.29 Unrealized +3.0%
SBNY Signature Bk NY NY 0.0%
Value ($000) $30 Shares 259 Est. Cost $181.47 Unrealized
BABA Alibaba Group Hldg Ltd ADR 0.0%
Value ($000) $30 Shares 337 Est. Cost $113.03 Unrealized
ADM Archer Daniels Midland Co 0.0%
Value ($000) $30 Shares 318 Est. Cost $81.45 Unrealized +2.7%
ZBRA Zebra Technologies Corp Cl A 0.0%
Value ($000) $29 Shares 115 Est. Cost $343.22 Unrealized -24.7%
CRL Charles Riv Laboratories Intl 0.0%
Value ($000) $29 Shares 135 Est. Cost $240.20 Unrealized -9.1%
VXF Vang Extended Mkts Index Fd ETF 0.0%
Value ($000) $29 Shares 220 Est. Cost $131.82 Unrealized
LEN Lennar Corp 0.0%
Value ($000) $29 Shares 315 Est. Cost $69.41 Unrealized +11.7%
EQNR Equinor ASA ADR 0.0%
Value ($000) $28 Shares 777 Est. Cost $34.75 Unrealized
FLS Flowserve Corp 0.0%
Value ($000) $28 Shares 902 Est. Cost $29.56 Unrealized -7.0%
KRP Kimbell Royalty Partners LP 0.0%
Value ($000) $27 Shares 1,629 Est. Cost $17.00 Unrealized
MGC Vanguard Mega Cap 300 Idx ETF 0.0%
Value ($000) $27 Shares 202 Est. Cost $133.66 Unrealized
ALKS Alkermes PLC 0.0%
Value ($000) $26 Shares 1,000 Est. Cost $28.72 Unrealized -16.7%
IRM Iron Mtn Inc New 0.0%
Value ($000) $26 Shares 520 Est. Cost $45.77 Unrealized -1.7%
MGK Vanguard Mega Cap Growth ETF 0.0%
Value ($000) $26 Shares 150 Est. Cost $180.00 Unrealized
BAH Booz Allen Hamilton Hldg Corp A 0.0%
Value ($000) $26 Shares 245 Est. Cost $81.59 Unrealized +19.8%
IIPR Innovative Industrial Properties Inc 0.0%
Value ($000) $25 Shares 250 Est. Cost $105.60 Unrealized
TRMB Trimble Inc 0.0%
Value ($000) $25 Shares 500 Est. Cost $65.17 Unrealized -14.6%
TSCO Tractor Supply Co 0.0%
Value ($000) $25 Shares 111 Est. Cost $37.44 Unrealized +7.4%
IQV IQVIA Hldgs Inc 0.0%
Value ($000) $25 Shares 120 Est. Cost $219.07 Unrealized -7.4%
LULU Lululemon Athletica Inc 0.0%
Value ($000) $24 Shares 76 Est. Cost $316.90 Unrealized +3.8%
TRP TC Energy Corp 0.0%
Value ($000) $24 Shares 600 Est. Cost $39.87 Unrealized -7.7%
CSL Carlisle Cos Inc 0.0%
Value ($000) $24 Shares 100 Est. Cost $238.67 Unrealized +3.8%
LEN/B Lennar Corp Cl B 0.0%
Value ($000) $23 Shares 306 Est. Cost $56.95 Unrealized +8.2%
FTAI FTAI Fin Hold Co Ltd 0.0%
Value ($000) $23 Shares 1,320 Est. Cost $15.67 Unrealized 0.0%
MYE Myers Industries Inc 0.0%
Value ($000) $22 Shares 1,000 Est. Cost $20.11 Unrealized -7.0%
ENS Enersys 0.0%
Value ($000) $22 Shares 300 Est. Cost $63.66 Unrealized +6.5%
WBS Webster Financial Corp 0.0%
Value ($000) $22 Shares 467 Est. Cost $48.16 Unrealized +4.0%
Barrick Gold Corporation 0.0%
Value ($000) $22 Shares 1,280 Est. Cost $16.46 Unrealized
F Ford Motor Company New 0.0%
Value ($000) $22 Shares 1,882 Est. Cost $10.55 Unrealized -4.6%
EXPD Expeditors Intl Of Wash Inc 0.0%
Value ($000) $22 Shares 209 Est. Cost $98.17 Unrealized +0.9%
PCAR Paccar Inc 0.0%
Value ($000) $22 Shares 219 Est. Cost $48.56 Unrealized +17.4%
CC Chemours Co 0.0%
Value ($000) $22 Shares 703 Est. Cost $32.21 Unrealized -17.3%
GEN Gen Digital Inc 0.0%
Value ($000) $21 Shares 1,000 Est. Cost $22.74 Unrealized -9.1%
EA Electronic Arts Inc 0.0%
Value ($000) $21 Shares 173 Est. Cost $124.42 Unrealized -0.8%
TDY Teledyne Technologies Inc 0.0%
Value ($000) $21 Shares 52 Est. Cost $410.10 Unrealized -5.0%
VDC Vanguard Consumer Staples ETF 0.0%
Value ($000) $21 Shares 108 Est. Cost $183.30 Unrealized
WTW Willis Towers Watson PLC 0.0%
Value ($000) $21 Shares 84 Est. Cost $203.98 Unrealized +7.4%
Horizon Therapeutics PLC 0.0%
Value ($000) $20 Shares 179 Est. Cost $78.21 Unrealized
SMOG Vaneck Vectors Low Carbon Energy ETF 0.0%
Value ($000) $20 Shares 182 Est. Cost $110.86 Unrealized
WAB WABTEC Corp 0.0%
Value ($000) $20 Shares 201 Est. Cost $87.32 Unrealized +7.6%
VT Vanguard Intl Equity Total World Idx Fd ETF 0.0%
Value ($000) $20 Shares 232 Est. Cost $86.21 Unrealized
Interpublic Group Cos Inc 0.0%
Value ($000) $20 Shares 600 Est. Cost $27.53 Unrealized -0.3%
HII Huntington Ingalls Industries Inc 0.0%
Value ($000) $20 Shares 86 Est. Cost $194.80 Unrealized +12.7%
CGW Invesco S&P Global Water Index ETF 0.0%
Value ($000) $20 Shares 425 Est. Cost $44.71 Unrealized
HWM Howmet Aerospace Inc 0.0%
Value ($000) $20 Shares 500 Est. Cost $33.86 Unrealized +6.6%
PII Polaris Inds Inc 0.0%
Value ($000) $20 Shares 194 Est. Cost $110.04 Unrealized -5.3%
Aptiv PLC 0.0%
Value ($000) $20 Shares 210 Est. Cost $86.96 Unrealized
IDV Ishares Dow Jones International Select Divd 0.0%
Value ($000) $20 Shares 720 Est. Cost $26.20 Unrealized
PCTY Paylocity Hldg Corp 0.0%
Value ($000) $19 Shares 100 Est. Cost $182.25 Unrealized +17.8%
DGRO Ishs Tr Core Divd Growth ETF 0.0%
Value ($000) $19 Shares 382 Est. Cost $45.54 Unrealized
Nuveen Insd Tx Free Adv Mun Fd 0.0%
Value ($000) $19 Shares 1,677 Est. Cost $10.80 Unrealized
ORA Ormat Technologies Inc 0.0%
Value ($000) $19 Shares 220 Est. Cost $87.23 Unrealized +0.9%
FIVE Five Below Inc 0.0%
Value ($000) $19 Shares 107 Est. Cost $143.84 Unrealized +9.3%
PWR Quanta Services Inc 0.0%
Value ($000) $19 Shares 132 Est. Cost $122.00 Unrealized +15.8%
IEX Idex Corp 0.0%
Value ($000) $19 Shares 82 Est. Cost $179.70 Unrealized +19.5%
STWD Starwood Property Trust Inc REIT 0.0%
Value ($000) $18 Shares 1,000 Est. Cost $21.00 Unrealized
GM Gen Mtrs Co 0.0%
Value ($000) $18 Shares 540 Est. Cost $35.94 Unrealized -0.5%
IWC Ishares Russell Microcap Idx Fund 0.0%
Value ($000) $18 Shares 168 Est. Cost $101.19 Unrealized
EQH Equitable Hldgs Inc 0.0%
Value ($000) $18 Shares 624 Est. Cost $26.13 Unrealized +4.7%
VMC Vulcan Materials Company 0.0%
Value ($000) $18 Shares 100 Est. Cost $160.39 Unrealized +4.1%
TQQQ Proshares Ultrapro QQQ 0.0%
Value ($000) $17 Shares 1,006 Est. Cost $23.86 Unrealized
FXH First Tr Health Care Alphadex Fd ETF 0.0%
Value ($000) $17 Shares 158 Est. Cost $101.27 Unrealized
AVAV Aerovironment Inc 0.0%
Value ($000) $17 Shares 200 Est. Cost $88.85 Unrealized -3.7%
Fisker Inc Cl A 0.0%
Value ($000) $17 Shares 2,300 Est. Cost $8.70 Unrealized
WMB Williams Cos Inc 0.0%
Value ($000) $17 Shares 506 Est. Cost $29.20 Unrealized -3.3%
MPLX MPLX LP 0.0%
Value ($000) $16 Shares 500 Est. Cost $30.00 Unrealized
TYL Tyler Technologies Inc 0.0%
Value ($000) $16 Shares 50 Est. Cost $366.34 Unrealized -10.8%
ALC Alcon AG 0.0%
Value ($000) $16 Shares 233 Est. Cost $71.37 Unrealized -11.5%
Blackrock Res & Commodities Strategy Tr 0.0%
Value ($000) $16 Shares 1,600 Est. Cost $8.75 Unrealized
EIX Edison Intl 0.0%
Value ($000) $16 Shares 250 Est. Cost $57.41 Unrealized -7.3%
WDAY Workday Inc 0.0%
Value ($000) $16 Shares 95 Est. Cost $181.69 Unrealized -14.2%
REGN Regeneron Pharmaceuticals Inc 0.0%
Value ($000) $16 Shares 22 Est. Cost $646.43 Unrealized +13.5%
IT Gartner Inc 0.0%
Value ($000) $16 Shares 47 Est. Cost $266.05 Unrealized +21.3%
CRWD Crowdstrike Hldgs Inc A 0.0%
Value ($000) $16 Shares 150 Est. Cost $151.62 Unrealized -9.7%
NHC National Healthcare Corp 0.0%
Value ($000) $16 Shares 265 Est. Cost $60.62 Unrealized 0.0%
BBY Best Buy Company Inc 0.0%
Value ($000) $16 Shares 196 Est. Cost $67.96 Unrealized -7.0%
RIVN Rivian Automotive Inc A 0.0%
Value ($000) $16 Shares 850 Est. Cost $31.90 Unrealized -7.7%
KMI Kinder Morgan Inc 0.0%
Value ($000) $15 Shares 850 Est. Cost $14.84 Unrealized +2.3%
MXI Ishares S&P Global Materials 0.0%
Value ($000) $15 Shares 195 Est. Cost $78.66 Unrealized
KMPR Kemper Corp Del 0.0%
Value ($000) $15 Shares 310 Est. Cost $50.10 Unrealized +0.4%
WAL Western Alliance Bancorp 0.0%
Value ($000) $15 Shares 256 Est. Cost $70.02 Unrealized -14.6%
DLN Wisdomtree US Large Cap Divd Fd ETF 0.0%
Value ($000) $15 Shares 246 Est. Cost $60.98 Unrealized
BNS Bank Of Nova Scotia Halifax 0.0%
Value ($000) $15 Shares 310 Est. Cost $53.04 Unrealized -21.7%
CNC Centene Corp 0.0%
Value ($000) $15 Shares 185 Est. Cost $83.06 Unrealized -1.7%
FENY Fidelity MSCI Energy Idx ETF 0.0%
Value ($000) $15 Shares 628 Est. Cost $23.84 Unrealized
GSK GSK PLC ADR 0.0%
Value ($000) $15 Shares 423 Est. Cost $29.16 Unrealized
America Movil S A B De C V 0.0%
Value ($000) $15 Shares 816 Est. Cost $15.93 Unrealized
ITT ITT Inc 0.0%
Value ($000) $15 Shares 183 Est. Cost $71.25 Unrealized +8.7%
FDN First Trust Dow Internet Index Fund 0.0%
Value ($000) $15 Shares 120 Est. Cost $125.00 Unrealized
NDSN Nordson Corp 0.0%
Value ($000) $15 Shares 62 Est. Cost $207.15 Unrealized +5.9%
LUV Southwest Airlines Co 0.0%
Value ($000) $15 Shares 435 Est. Cost $40.00 Unrealized -16.1%
TXRH Texas Roadhouse Inc 0.0%
Value ($000) $15 Shares 160 Est. Cost $73.66 Unrealized +23.7%
DXCM Dexcom Inc 0.0%
Value ($000) $14 Shares 128 Est. Cost $91.26 Unrealized +20.3%
FSS Federal Signal Corp 0.0%
Value ($000) $14 Shares 302 Est. Cost $33.57 Unrealized +34.1%
FCN FTI Consulting Inc 0.0%
Value ($000) $14 Shares 88 Est. Cost $165.67 Unrealized +0.7%
DGRW Wisdomtree US Quality Dividend ETF 0.0%
Value ($000) $14 Shares 231 Est. Cost $56.28 Unrealized
EXPO Exponent Inc 0.0%
Value ($000) $14 Shares 140 Est. Cost $90.26 Unrealized +3.3%
Blackrock Munihldgs NY Qlty Fd 0.0%
Value ($000) $14 Shares 1,350 Est. Cost $11.11 Unrealized
BALL Ball Corp 0.0%
Value ($000) $14 Shares 270 Est. Cost $72.07 Unrealized -31.3%
HRL Hormel Foods Corp 0.0%
Value ($000) $14 Shares 300 Est. Cost $44.42 Unrealized -5.7%
ESI Element Solutions Inc 0.0%
Value ($000) $14 Shares 746 Est. Cost $19.26 Unrealized -10.5%
JAZZ Jazz Pharmaceuticals PLC 0.0%
Value ($000) $14 Shares 85 Est. Cost $153.94 Unrealized -4.8%
OAKIX Oakmark Intl Fund 0.0%
Value ($000) $14 Shares 587 Est. Cost $23.01 Unrealized
FNCL Fidelity Covington Trust MSCI Finl Index 0.0%
Value ($000) $13 Shares 280 Est. Cost $47.94 Unrealized
CW Curtiss-Wright Corp 0.0%
Value ($000) $13 Shares 80 Est. Cost $140.24 Unrealized +17.6%
ELME Elme Communities 0.0%
Value ($000) $13 Shares 750 Est. Cost $21.60 Unrealized
Whole Earth Brands Inc 0.0%
Value ($000) $13 Shares 3,278 Est. Cost $6.22 Unrealized
RYN Rayonier Inc (Reit) 0.0%
Value ($000) $13 Shares 401 Est. Cost $31.50 Unrealized
BUG Global X Cybersecurity ETF 0.0%
Value ($000) $13 Shares 635 Est. Cost $25.20 Unrealized
STE Steris PLC Ord 0.0%
Value ($000) $13 Shares 71 Est. Cost $210.66 Unrealized -18.9%
Vector Group Ltd 0.0%
Value ($000) $13 Shares 1,102 Est. Cost $17.24 Unrealized
Physicians Realty Trust 0.0%
Value ($000) $13 Shares 898 Est. Cost $17.82 Unrealized
XENWX Eaton Vance New York Mun Bd Fd 0.0%
Value ($000) $13 Shares 1,441 Est. Cost $9.02 Unrealized
HIG Hartford Finl Svcs Group Inc 0.0%
Value ($000) $13 Shares 170 Est. Cost $61.84 Unrealized +9.4%
ASA Gold & Precious Metals Ltd 0.0%
Value ($000) $13 Shares 900 Est. Cost $14.44 Unrealized
NBIX Neurocrine Biosciences Inc 0.0%
Value ($000) $13 Shares 106 Est. Cost $92.29 Unrealized +26.9%
MCI Barings Corporate Invs 0.0%
Value ($000) $12 Shares 888 Est. Cost $13.51 Unrealized
PLD ProLogis Inc 0.0%
Value ($000) $12 Shares 109 Est. Cost $122.39 Unrealized -18.1%
Pinnacle Finl Partners Inc 0.0%
Value ($000) $12 Shares 167 Est. Cost $71.86 Unrealized
TSM Taiwan Semiconductor Manufacturing Co 0.0%
Value ($000) $12 Shares 162 Est. Cost $70.02 Unrealized
FIW First Trust Water ETF 0.0%
Value ($000) $12 Shares 150 Est. Cost $73.33 Unrealized
MANH Manhattan Associates Inc 0.0%
Value ($000) $12 Shares 98 Est. Cost $124.51 Unrealized -1.3%
Bayerische Motoren Werke AG ADR 0.0%
Value ($000) $12 Shares 400 Est. Cost $24.38 Unrealized
Amcor PLC 0.0%
Value ($000) $12 Shares 996 Est. Cost $10.63 Unrealized -3.8%
HAIN Hain Celestial Group Inc 0.0%
Value ($000) $12 Shares 722 Est. Cost $28.48 Unrealized -37.4%
PFGC Performance Food Group Co 0.0%
Value ($000) $12 Shares 198 Est. Cost $46.18 Unrealized +18.0%
KNSL Kinsale Cap Group Inc 0.0%
Value ($000) $12 Shares 44 Est. Cost $219.87 Unrealized +30.5%
Howard Hughes Corp 0.0%
Value ($000) $11 Shares 150 Est. Cost $66.67 Unrealized
HALO Halozyme Therapeutics Inc 0.0%
Value ($000) $11 Shares 200 Est. Cost $43.25 Unrealized +18.4%
CTAS Cintas Corporation 0.0%
Value ($000) $11 Shares 25 Est. Cost $94.28 Unrealized +11.6%
GTES Gates Indl Corp PLC 0.0%
Value ($000) $11 Shares 988 Est. Cost $12.51 Unrealized -11.9%
OCUL Ocular Therapeutix Inc 0.0%
Value ($000) $11 Shares 4,000 Est. Cost $3.31 Unrealized 0.0%
SFTBY Softbank Group Corp ADR 0.0%
Value ($000) $11 Shares 525 Est. Cost $19.05 Unrealized
IDA Idacorp Inc 0.0%
Value ($000) $11 Shares 104 Est. Cost $108.06 Unrealized -4.1%
PIPR Piper Jaffray Companies 0.0%
Value ($000) $11 Shares 86 Est. Cost $120.84 Unrealized +8.1%
JEF Jefferies Finl Group Inc 0.0%
Value ($000) $11 Shares 326 Est. Cost $26.29 Unrealized +14.5%
BX Blackstone Group Inc Cl A 0.0%
Value ($000) $11 Shares 150 Est. Cost $91.06 Unrealized -13.6%
LNT Alliant Energy Corp 0.0%
Value ($000) $11 Shares 200 Est. Cost $53.50 Unrealized -10.2%
PLOW Douglas Dynamics Inc 0.0%
Value ($000) $11 Shares 300 Est. Cost $31.10 Unrealized +13.3%
ILMN Illumina Inc 0.0%
Value ($000) $11 Shares 53 Est. Cost $222.80 Unrealized -7.0%
KIM Kimco Realty Corp (Maryland) 0.0%
Value ($000) $11 Shares 500 Est. Cost $17.91 Unrealized +0.7%
DLB Dolby Laboratories Inc Cl A 0.0%
Value ($000) $11 Shares 150 Est. Cost $70.94 Unrealized -8.0%
SUI Sun Communities Inc REIT 0.0%
Value ($000) $10 Shares 73 Est. Cost $161.49 Unrealized
BF/B Brown Forman Corp Cl B 0.0%
Value ($000) $10 Shares 158 Est. Cost $62.52 Unrealized +1.8%
BMRN Biomarin Pharmaceutical Inc 0.0%
Value ($000) $10 Shares 100 Est. Cost $86.31 Unrealized +8.8%
FLOT Ishares Tr Fltg Rate Nt Fd 0.0%
Value ($000) $10 Shares 205 Est. Cost $46.88 Unrealized
Liberty Media Corp Cl C 0.0%
Value ($000) $10 Shares 172 Est. Cost $64.36 Unrealized
MSCI MSCI Inc Cl A 0.0%
Value ($000) $10 Shares 22 Est. Cost $448.89 Unrealized 0.0%
GSLC Goldman Sachs Activebeta US Lg Cap Equity ETF 0.0%
Value ($000) $10 Shares 134 Est. Cost $74.63 Unrealized
LVMUY LVMH Moet Hennessy Louis Vuitton ADR 0.0%
Value ($000) $10 Shares 70 Est. Cost $114.29 Unrealized
PAVE Global X US Infrastructure ETF 0.0%
Value ($000) $10 Shares 380 Est. Cost $23.68 Unrealized
ODC Oil Dri Corp Amer 0.0%
Value ($000) $10 Shares 300 Est. Cost $13.10 Unrealized +14.8%
QTEC First Tr Nasdaq 100 Tech Index ETF 0.0%
Value ($000) $10 Shares 95 Est. Cost $115.79 Unrealized
IUSV Ishares Core S&P US Value ETF 0.0%
Value ($000) $10 Shares 141 Est. Cost $63.83 Unrealized
URI United Rentals Inc 0.0%
Value ($000) $10 Shares 28 Est. Cost $284.96 Unrealized +11.7%
GMED Globus Medical Inc 0.0%
Value ($000) $10 Shares 134 Est. Cost $64.39 Unrealized +5.7%
TMUS T Mobile US Inc 0.0%
Value ($000) $10 Shares 71 Est. Cost $126.05 Unrealized +10.1%
NDAQ Nasdaq Stock Mkt Inc 0.0%
Value ($000) $10 Shares 162 Est. Cost $59.57 Unrealized 0.0%
DRIV Global X Autonomous EV ETF 0.0%
Value ($000) $10 Shares 500 Est. Cost $20.00 Unrealized
EXPGY Experian PLC ADR 0.0%
Value ($000) $10 Shares 293 Est. Cost $30.72 Unrealized
Saba Capital Income & Oprnt Fd 0.0%
Value ($000) $10 Shares 1,300 Est. Cost $7.61 Unrealized
SLAB Silicon Laboratories Inc 0.0%
Value ($000) $10 Shares 72 Est. Cost $139.98 Unrealized -6.1%
STAG Stag Indl Inc 0.0%
Value ($000) $10 Shares 300 Est. Cost $30.00 Unrealized
DTEGY Deutsche Telekom Ag Adr 0.0%
Value ($000) $10 Shares 480 Est. Cost $16.67 Unrealized
IMVP Invesco India Exchange-Traded ETF 0.0%
Value ($000) $9 Shares 440 Est. Cost $21.29 Unrealized
VOYA Voya Financial Inc 0.0%
Value ($000) $9 Shares 152 Est. Cost $59.72 Unrealized +0.2%
ENTG Entegris Inc 0.0%
Value ($000) $9 Shares 142 Est. Cost $106.67 Unrealized -31.9%
AMN Amn Healthcare Svcs Inc 0.0%
Value ($000) $9 Shares 89 Est. Cost $115.17 Unrealized 0.0%
NOBL S&P 500 Aristocrats ETF 0.0%
Value ($000) $9 Shares 100 Est. Cost $90.00 Unrealized
IWL Ishares Russell Top 200 ETF 0.0%
Value ($000) $9 Shares 100 Est. Cost $90.00 Unrealized
RACE Ferrari NV 0.0%
Value ($000) $9 Shares 42 Est. Cost $199.38 Unrealized +3.4%
PNR Pentair PLC 0.0%
Value ($000) $9 Shares 200 Est. Cost $47.74 Unrealized -12.3%
LAMR Lamar Advertising Co New 0.0%
Value ($000) $9 Shares 94 Est. Cost $94.40 Unrealized
BHF Brighthouse Finl Inc 0.0%
Value ($000) $9 Shares 173 Est. Cost $49.95 Unrealized +4.7%
KR Kroger Company 0.0%
Value ($000) $9 Shares 194 Est. Cost $49.21 Unrealized -12.9%
WH Wyndham Hotels & Resorts Inc 0.0%
Value ($000) $9 Shares 120 Est. Cost $78.77 Unrealized -10.2%
HOG Harley Davidson Inc 0.0%
Value ($000) $8 Shares 200 Est. Cost $35.54 Unrealized +19.8%
BNTX Biontech SE ADR 0.0%
Value ($000) $8 Shares 55 Est. Cost $150.22 Unrealized
KRE SPDR S&P Regional Banking ETF 0.0%
Value ($000) $8 Shares 140 Est. Cost $58.74 Unrealized
OMC Omnicom Group Inc 0.0%
Value ($000) $8 Shares 100 Est. Cost $65.19 Unrealized +2.3%
HAIL SPDR S&P Kensho Smart Mobility ETF 0.0%
Value ($000) $8 Shares 275 Est. Cost $32.73 Unrealized
DVN Devon Energy Corp New 0.0%
Value ($000) $8 Shares 131 Est. Cost $54.61 Unrealized +8.7%
GBCI Glacier Bancorp Inc 0.0%
Value ($000) $8 Shares 161 Est. Cost $41.76 Unrealized +16.2%
ILF Ishares S&P Latin America 40 Index Fund 0.0%
Value ($000) $8 Shares 347 Est. Cost $23.05 Unrealized
PJP Invesco Exchange Traded Fd Dynamic Pharm 0.0%
Value ($000) $8 Shares 100 Est. Cost $78.60 Unrealized
JNK Bloomberg High Yield Bond ETF 0.0%
Value ($000) $8 Shares 87 Est. Cost $88.42 Unrealized
VICI Vici Pptys Inc 0.0%
Value ($000) $8 Shares 241 Est. Cost $24.17 Unrealized +11.6%
ALGN Align Technology Inc 0.0%
Value ($000) $8 Shares 37 Est. Cost $307.23 Unrealized -34.8%
UTL Unitil Corp 0.0%
Value ($000) $8 Shares 150 Est. Cost $53.98 Unrealized -5.7%
NVT nVent Electric PLC 0.0%
Value ($000) $8 Shares 200 Est. Cost $32.40 Unrealized +9.5%
Bancroft Fund Ltd 0.0%
Value ($000) $8 Shares 468 Est. Cost $17.09 Unrealized
DGS Wisdomtree Emerging Mkts Smallcap Div Fd 0.0%
Value ($000) $7 Shares 170 Est. Cost $41.18 Unrealized
LYB LyondellBasell Ind NV A 0.0%
Value ($000) $7 Shares 90 Est. Cost $68.55 Unrealized -3.2%
NTAP Netapp Inc 0.0%
Value ($000) $7 Shares 124 Est. Cost $65.80 Unrealized -6.4%
FFIV F5 Networks Inc 0.0%
Value ($000) $7 Shares 50 Est. Cost $158.37 Unrealized -7.6%
HXL Hexcel Corp 0.0%
Value ($000) $7 Shares 121 Est. Cost $54.84 Unrealized +4.4%
VRSK Verisk Analytics Inc 0.0%
Value ($000) $7 Shares 40 Est. Cost $182.08 Unrealized -5.4%
DGX Quest Diagnostics Inc 0.0%
Value ($000) $7 Shares 45 Est. Cost $126.95 Unrealized +6.6%
HOLX Hologic Inc 0.0%
Value ($000) $7 Shares 94 Est. Cost $74.24 Unrealized -4.1%
Syneos Health Inc 0.0%
Value ($000) $7 Shares 191 Est. Cost $73.30 Unrealized
STIP Ishares Tr 0-5 Yr Tips Bond ETF 0.0%
Value ($000) $7 Shares 71 Est. Cost $98.59 Unrealized
HBNC Horizon Bancorp Inc 0.0%
Value ($000) $7 Shares 450 Est. Cost $17.79 Unrealized -7.3%
NET Cloudflare Inc Cl A 0.0%
Value ($000) $7 Shares 150 Est. Cost $59.39 Unrealized -16.7%
Catalent Inc 0.0%
Value ($000) $7 Shares 150 Est. Cost $106.67 Unrealized
Kaman Corporation 0.0%
Value ($000) $7 Shares 300 Est. Cost $30.00 Unrealized
VSS Vang Intl Eqty Idx FTSE All World Sm Cap ETF 0.0%
Value ($000) $7 Shares 64 Est. Cost $109.38 Unrealized
WELL Welltower Inc 0.0%
Value ($000) $7 Shares 100 Est. Cost $81.18 Unrealized -26.6%
TNL Travel Plus Leisure Co 0.0%
Value ($000) $7 Shares 180 Est. Cost $42.16 Unrealized -22.6%
MPX Marine Products Corp 0.0%
Value ($000) $7 Shares 553 Est. Cost $8.47 Unrealized -2.6%
ROCK Gibraltar Inds Inc 0.0%
Value ($000) $6 Shares 141 Est. Cost $40.80 Unrealized +17.6%
MTN Vail Resorts Inc 0.0%
Value ($000) $6 Shares 27 Est. Cost $244.59 Unrealized -4.1%
CODI Compass Diversified Hldgs LLC 0.0%
Value ($000) $6 Shares 350 Est. Cost $19.64 Unrealized -15.5%
EXAS Exact Sciences Corp 0.0%
Value ($000) $6 Shares 128 Est. Cost $53.47 Unrealized -23.6%
NFG National Fuel Gas Company 0.0%
Value ($000) $6 Shares 100 Est. Cost $70.15 Unrealized -8.2%
NOK Nokia Corp Spons ADR 0.0%
Value ($000) $6 Shares 1,362 Est. Cost $4.41 Unrealized
BIO Bio Rad Labs Inc 0.0%
Value ($000) $6 Shares 15 Est. Cost $520.81 Unrealized -22.5%
BOTZ Global X Robotics & Artfcl Intel Thematic ETF 0.0%
Value ($000) $6 Shares 300 Est. Cost $20.55 Unrealized
Easterly Govt Properties Inc 0.0%
Value ($000) $6 Shares 421 Est. Cost $19.00 Unrealized
SPTM SPDR Port S&P 1500 Composite Stock 0.0%
Value ($000) $6 Shares 127 Est. Cost $47.24 Unrealized
PRNDY Pernod Ricard SA ADR 0.0%
Value ($000) $6 Shares 153 Est. Cost $39.22 Unrealized
MAN Manpowergroup Inc 0.0%
Value ($000) $6 Shares 72 Est. Cost $87.51 Unrealized -8.3%
EQR Equity Residential 0.0%
Value ($000) $6 Shares 100 Est. Cost $68.15 Unrealized -19.8%
GLOB Globant SA 0.0%
Value ($000) $6 Shares 35 Est. Cost $203.59 Unrealized -13.0%
PB Prosperity Bancshares Inc 0.0%
Value ($000) $6 Shares 80 Est. Cost $60.58 Unrealized +6.7%
LOPE Grand Canyon Ed Inc 0.0%
Value ($000) $6 Shares 55 Est. Cost $93.17 Unrealized +7.1%
STX Seagate Technology Hldngs PLC 0.0%
Value ($000) $6 Shares 110 Est. Cost $71.80 Unrealized -33.1%
EWY I Shares Inc Msci Korea Ind Fund Inc 0.0%
Value ($000) $6 Shares 100 Est. Cost $56.48 Unrealized
DNP Select Income Fd Inc 0.0%
Value ($000) $6 Shares 500 Est. Cost $10.00 Unrealized
AlerisLife Inc 0.0%
Value ($000) $6 Shares 10,011 Est. Cost $4.66 Unrealized
KTB Kontoor Brands Inc 0.0%
Value ($000) $5 Shares 137 Est. Cost $38.84 Unrealized +0.3%
HDV Ishares Core High Dividend ETF 0.0%
Value ($000) $5 Shares 52 Est. Cost $93.33 Unrealized
Marathon Oil Corp 0.0%
Value ($000) $5 Shares 200 Est. Cost $20.00 Unrealized
RPD Rapid7 Inc 0.0%
Value ($000) $5 Shares 155 Est. Cost $82.63 Unrealized -56.7%
BSY Bentley Sys Inc Cl B 0.0%
Value ($000) $5 Shares 140 Est. Cost $35.96 Unrealized -0.8%
PIO Invesco Global Water ETF 0.0%
Value ($000) $5 Shares 150 Est. Cost $32.65 Unrealized
HAS Hasbro, Inc. 0.0%
Value ($000) $5 Shares 80 Est. Cost $73.84 Unrealized -26.5%
Hanesbrands Inc 0.0%
Value ($000) $5 Shares 763 Est. Cost $10.48 Unrealized
HYG Ishares IBoxx $ High Yield Corp Bond Fd 0.0%
Value ($000) $5 Shares 65 Est. Cost $71.79 Unrealized
MFC Manulife Finl Corp 0.0%
Value ($000) $5 Shares 265 Est. Cost $19.39 Unrealized -12.1%
INSP Inspire Medical Systems Inc 0.0%
Value ($000) $5 Shares 18 Est. Cost $199.42 Unrealized +6.9%
ACLLY Accelleron Inds AG ADR 0.0%
Value ($000) $4 Shares 217 Est. Cost $20.69 Unrealized
RF Regions Financial Corp New 0.0%
Value ($000) $4 Shares 206 Est. Cost $17.59 Unrealized +6.9%
AUPH Aurinia Pharmaceuticals Inc 0.0%
Value ($000) $4 Shares 1,000 Est. Cost $11.18 Unrealized -48.1%
NTRA Natera Inc 0.0%
Value ($000) $4 Shares 105 Est. Cost $37.02 Unrealized +11.3%
Vmware Inc Cl A 0.0%
Value ($000) $4 Shares 34 Est. Cost $117.65 Unrealized
CDRE Cadre Hldgs Inc 0.0%
Value ($000) $4 Shares 200 Est. Cost $23.50 Unrealized +5.6%
UAL United Continental Hldgs Inc 0.0%
Value ($000) $4 Shares 105 Est. Cost $43.89 Unrealized -7.5%
SPYM Spdr Ser Trust Portfolio S&P 500 0.0%
Value ($000) $4 Shares 85 Est. Cost $47.06 Unrealized
Hudson Pacific Pptys Inc 0.0%
Value ($000) $4 Shares 384 Est. Cost $15.63 Unrealized
Focus Finl Partners Inc A 0.0%
Value ($000) $4 Shares 100 Est. Cost $30.00 Unrealized
Morgan Stanley India Invt Fd I 0.0%
Value ($000) $4 Shares 179 Est. Cost $22.35 Unrealized
VTR Ventas Inc REIT 0.0%
Value ($000) $4 Shares 80 Est. Cost $49.12 Unrealized -23.1%
SCHW The Charles Schwab Corp New 0.0%
Value ($000) $3 Shares 41 Est. Cost $65.53 Unrealized +13.2%
Tilray Inc 0.0%
Value ($000) $3 Shares 1,252 Est. Cost $3.19 Unrealized
OSK Oshkosh Corp 0.0%
Value ($000) $3 Shares 38 Est. Cost $80.98 Unrealized 0.0%
NNDM Nano Dimension Ltd 0.0%
Value ($000) $3 Shares 1,400 Est. Cost $3.03 Unrealized
Invesco Bulletshares 2023 Corp Bd ETF 0.0%
Value ($000) $3 Shares 148 Est. Cost $20.27 Unrealized
GUNR Flexshs Morningstar Glbl Upstream Nat Res Idx 0.0%
Value ($000) $3 Shares 69 Est. Cost $43.46 Unrealized
ERIC LM Ericsson Tel ADR New 0.0%
Value ($000) $3 Shares 500 Est. Cost $6.00 Unrealized
BSJO Invesco Slf Idx Bulletshs 2024 Hi Yld Cp ETF 0.0%
Value ($000) $3 Shares 131 Est. Cost $22.90 Unrealized
HLN Haleon PLC 0.0%
Value ($000) $3 Shares 337 Est. Cost $5.59 Unrealized
NWL Newell Brands Inc 0.0%
Value ($000) $3 Shares 200 Est. Cost $17.95 Unrealized -34.0%
FMS Fresenius Medical Care AG 0.0%
Value ($000) $3 Shares 160 Est. Cost $25.00 Unrealized
VOD Vodafone Group PLC New ADR 0.0%
Value ($000) $3 Shares 252 Est. Cost $12.12 Unrealized
PTON Peloton Interactive Inc A 0.0%
Value ($000) $2 Shares 300 Est. Cost $16.04 Unrealized -40.2%
TDOC Teladoc Health Inc 0.0%
Value ($000) $2 Shares 100 Est. Cost $42.47 Unrealized -36.5%
BP Prudhoe Bay Royalty Trust 0.0%
Value ($000) $2 Shares 200 Est. Cost $20.00 Unrealized
UNFI United Natural Foods 0.0%
Value ($000) $2 Shares 60 Est. Cost $42.01 Unrealized -1.5%
RBLX Roblox Corp A 0.0%
Value ($000) $2 Shares 80 Est. Cost $33.59 Unrealized +4.6%
MAT Mattel Inc 0.0%
Value ($000) $2 Shares 120 Est. Cost $23.62 Unrealized -23.2%
Bunge Limited 0.0%
Value ($000) $2 Shares 21 Est. Cost $99.76 Unrealized
CVE Cenovus Energy Inc 0.0%
Value ($000) $2 Shares 105 Est. Cost $18.15 Unrealized -2.7%
UAA Under Armor Inc Class A 0.0%
Value ($000) $2 Shares 200 Est. Cost $12.26 Unrealized -29.5%
Consol Energy Inc 0.0%
Value ($000) $2 Shares 30 Est. Cost $65.00 Unrealized
LILAK Liberty Latin America Ltd Cl C 0.0%
Value ($000) $2 Shares 246 Est. Cost $9.13 Unrealized -17.6%
ESPR Esperion Therapeutics Inc New 0.0%
Value ($000) $2 Shares 300 Est. Cost $5.67 Unrealized +26.1%
Bluebird Bio Inc 0.0%
Value ($000) $2 Shares 253 Est. Cost $23.72 Unrealized
AOS A O Smith Corp 0.0%
Value ($000) $2 Shares 30 Est. Cost $56.14 Unrealized -5.9%
MOS Mosaic Co New 0.0%
Value ($000) $2 Shares 38 Est. Cost $45.32 Unrealized 0.0%
Arch Resources Inc A 0.0%
Value ($000) $1 Shares 10 Est. Cost $142.80 Unrealized
CIBR First Trust Nasdaq Cybersecurity ETF 0.0%
Value ($000) $1 Shares 34 Est. Cost $43.01 Unrealized
LILA Liberty Latin America Ltd A 0.0%
Value ($000) $1 Shares 164 Est. Cost $9.17 Unrealized -18.1%
ARKQ ARK Autonomous Tech & Robotics ETF 0.0%
Value ($000) $1 Shares 27 Est. Cost $41.00 Unrealized
TEAM Atlassian Corporation Cl A 0.0%
Value ($000) $1 Shares 8 Est. Cost $159.19 Unrealized 0.0%
ARKG Ark Genomic Rev ETF 0.0%
Value ($000) $1 Shares 34 Est. Cost $28.24 Unrealized
Desktop Metal Inc 0.0%
Value ($000) $1 Shares 629 Est. Cost $2.07 Unrealized
AME Ametek Inc New 0.0%
Value ($000) $1 Shares 6 Est. Cost $118.61 Unrealized +9.4%
LBRDA Liberty Broadband Corp A 0.0%
Value ($000) $1 Shares 11 Est. Cost $110.13 Unrealized -30.7%
AMC Entertainment Hldgs Inc 0.0%
Value ($000) $1 Shares 200 Est. Cost $15.00 Unrealized
InVitae Corp 0.0%
Value ($000) $1 Shares 400 Est. Cost $2.50 Unrealized
Aurora Cannabis Inc NPV 0.0%
Value ($000) $1 Shares 750 Est. Cost $1.33 Unrealized
UWMC UWM Holdings Corp A 0.0%
Value ($000) $1 Shares 190 Est. Cost $3.83 Unrealized -2.2%
ETSY Etsy Inc 0.0%
Value ($000) $1 Shares 5 Est. Cost $91.30 Unrealized +25.3%
Liberty Media Corp Ser A 0.0%
Value ($000) $1 Shares 11 Est. Cost $90.91 Unrealized
ATNM Actinium Pharmaceuticals Inc New 0.0%
Value ($000) $1 Shares 50 Est. Cost $5.68 Unrealized +78.7%
JBHT JB Hunt Transportation Svcs Inc 0.0%
Value ($000) $1 Shares 3 Est. Cost $163.33 Unrealized +3.6%
GME Gamestop Corp New 0.0%
Value ($000) $1 Shares 28 Est. Cost $32.43 Unrealized -24.4%
TXG 10x Genomics Inc Cl A 0.0%
Value ($000) $1 Shares 14 Est. Cost $51.88 Unrealized -37.0%
PLUG Plug Power Inc New 0.0%
Value ($000) $0 Shares 40 Est. Cost $19.84 Unrealized -19.8%
Workhorse Group Inc New 0.0%
Value ($000) $0 Shares 300 Est. Cost $3.33 Unrealized
Yamana Gold Inc 0.0%
Value ($000) $0 Shares 82 Est. Cost Unrealized
Dish Network Corp Cl A 0.0%
Value ($000) $0 Shares 26 Est. Cost $17.72 Unrealized
MRVL Marvell Technology Inc 0.0%
Value ($000) $0 Shares 7 Est. Cost $55.82 Unrealized -27.8%
ARKF Ark Fintech Innovation ETF 0.0%
Value ($000) $0 Shares 18 Est. Cost $14.28 Unrealized
OSCR Oscar Health Inc A 0.0%
Value ($000) $0 Shares 100 Est. Cost $6.36 Unrealized -50.9%
SRNE Sorrento Therapeutics Inc 0.0%
Value ($000) $0 Shares 204 Est. Cost $1.73 Unrealized -23.3%
SNAP Snap Inc 0.0%
Value ($000) $0 Shares 20 Est. Cost $22.80 Unrealized -56.7%
Brookfield Reins Ltd A 0.0%
Value ($000) $0 Shares 5 Est. Cost $31.20 Unrealized
BIGGQ Big Lots Inc 0.0%
Value ($000) $0 Shares 10 Est. Cost $27.59 Unrealized -39.9%
Invesco Sr Income Tr 0.0%
Value ($000) $0 Shares 38 Est. Cost Unrealized
FUVV Arcimoto Inc New 0.0%
Value ($000) $0 Shares 44 Est. Cost $10.91 Unrealized 0.0%
AGCO AGCO Corp 0.0%
Value ($000) $0 Shares 1 Est. Cost $110.02 Unrealized +1.5%
DRI Darden Restaurants Inc 0.0%
Value ($000) $0 Shares 1 Est. Cost $110.89 Unrealized +13.9%
ROST Ross Stores Inc 0.0%
Value ($000) $0 Shares 1 Est. Cost $81.75 Unrealized +20.5%
ONL Orion Office REIT Inc 0.0%
Value ($000) $0 Shares 12 Est. Cost $12.05 Unrealized
MNST Monster Beverage Corp New 0.0%
Value ($000) $0 Shares 1 Est. Cost $43.49 Unrealized +11.4%
FULT Fulton Finl Corp PA 0.0%
Value ($000) $0 Shares 6 Est. Cost $13.20 Unrealized +15.8%
LVS Las Vegas Sands Corp 0.0%
Value ($000) $0 Shares 2 Est. Cost $35.57 Unrealized +13.9%
SATS Echostar Corp 0.0%
Value ($000) $0 Shares 5 Est. Cost $22.58 Unrealized -23.2%
UNM Unum Group 0.0%
Value ($000) $0 Shares 2 Est. Cost $36.57 Unrealized +14.6%
BWA Borg Warner Inc 0.0%
Value ($000) $0 Shares 2 Est. Cost $31.25 Unrealized +4.2%
CBRE CBRE Group Inc Cl A 0.0%
Value ($000) $0 Shares 1 Est. Cost $79.27 Unrealized -6.8%
KSS Kohls Corp 0.0%
Value ($000) $0 Shares 3 Est. Cost $29.17 Unrealized -2.8%
TPR Tapestry Inc 0.0%
Value ($000) $0 Shares 2 Est. Cost $30.37 Unrealized +3.4%
NWSA News Corp New Cl A 0.0%
Value ($000) $0 Shares 4 Est. Cost $17.42 Unrealized -2.8%
XRAY Dentsply Sirona Inc 0.0%
Value ($000) $0 Shares 2 Est. Cost $34.18 Unrealized -11.8%
CMS CMS Energy Corp 0.0%
Value ($000) $0 Shares 1 Est. Cost $60.46 Unrealized -11.4%
CCL Carnival Corp 0.0%
Value ($000) $0 Shares 7 Est. Cost $9.69 Unrealized -11.0%
TDAY Gannett Co Inc New 0.0%
Value ($000) $0 Shares 23 Est. Cost $3.80 Unrealized -49.5%
W Wayfair Inc Cl A 0.0%
Value ($000) $0 Shares 1 Est. Cost $70.29 Unrealized -50.4%
Advisors Disciplined Tr 0.0%
Value ($000) $0 Shares 1 Est. Cost $8.00 Unrealized
Zander Therapeutics Inc 0.0%
Value ($000) $0 Shares 2,941 Est. Cost Unrealized
Siguler Guff Distressed Opp Fund 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
Onyx Svc & Solutions Inc 0.0%
Value ($000) $0 Shares 3,000 Est. Cost Unrealized