TRUST CO OF VERMONT Diversified Active

CIK: 0001134008 · Show all filings

Period: Q1 2024 (← Previous) (Next →)

Filing Date: May 3, 2024

Total Value ($000): $1,795,797 (100.0% shares, 0.0% debt)

Holdings (846)

AAPL Apple Inc 5.4%
Value ($000) $96,524 Shares 562,888 Est. Cost $104.16 Unrealized +73.1%
MSFT Microsoft Corp 4.8%
Value ($000) $86,791 Shares 206,292 Est. Cost $119.88 Unrealized +233.1%
GOOG Alphabet Inc Cap Stk Cl C 3.1%
Value ($000) $56,416 Shares 370,524 Est. Cost $109.54 Unrealized +30.8%
AMZN Amazon Com Inc 3.1%
Value ($000) $55,777 Shares 309,221 Est. Cost $122.99 Unrealized +35.7%
BRK/B Berkshire Hathaway Inc Del Cl B New 2.8%
Value ($000) $49,922 Shares 118,714 Est. Cost $163.43 Unrealized +140.7%
JPM JP Morgan Chase & Co 2.3%
Value ($000) $41,781 Shares 208,593 Est. Cost $92.90 Unrealized +86.9%
COST Costco Wholesale Corporation 2.1%
Value ($000) $37,615 Shares 51,343 Est. Cost $217.46 Unrealized +225.0%
ABBV Abbvie Inc 1.7%
Value ($000) $29,825 Shares 163,785 Est. Cost $54.44 Unrealized +197.6%
AMAT Applied Materials Inc 1.6%
Value ($000) $29,082 Shares 141,019 Est. Cost $65.76 Unrealized +174.3%
MA Mastercard Inc 1.6%
Value ($000) $29,052 Shares 60,328 Est. Cost $129.36 Unrealized +249.9%
ACN Accenture PLC Ireland 1.4%
Value ($000) $26,001 Shares 75,014 Est. Cost $100.21 Unrealized +254.0%
JNJ Johnson & Johnson 1.4%
Value ($000) $25,418 Shares 160,680 Est. Cost $86.58 Unrealized +73.5%
META Meta Platforms Inc 1.4%
Value ($000) $25,155 Shares 51,805 Est. Cost $170.73 Unrealized +159.6%
NVDA Nvidia Corporation 1.4%
Value ($000) $25,035 Shares 27,707 Est. Cost $38.40 Unrealized +88.6%
PG Procter & Gamble Co 1.3%
Value ($000) $24,201 Shares 149,158 Est. Cost $84.97 Unrealized +76.4%
LOW Lowes Companies Inc 1.3%
Value ($000) $23,535 Shares 92,391 Est. Cost $76.33 Unrealized +190.9%
TMO Thermo Fisher Scientific Inc 1.3%
Value ($000) $23,488 Shares 40,413 Est. Cost $185.68 Unrealized +200.4%
Blackrock Inc 1.3%
Value ($000) $23,384 Shares 28,049 Est. Cost $389.03 Unrealized
ABT Abbott Laboratories 1.3%
Value ($000) $22,839 Shares 200,943 Est. Cost $55.61 Unrealized +99.2%
UNP Union Pacific Corp 1.2%
Value ($000) $21,748 Shares 88,430 Est. Cost $110.98 Unrealized +112.3%
NEE Nextera Energy Inc 1.2%
Value ($000) $21,451 Shares 335,638 Est. Cost $56.54 Unrealized -2.0%
PANW Palo Alto Networks Inc 1.2%
Value ($000) $21,421 Shares 75,390 Est. Cost $87.95 Unrealized +79.4%
HD Home Depot 1.2%
Value ($000) $21,334 Shares 55,616 Est. Cost $130.57 Unrealized +166.9%
PEP Pepsico Inc 1.2%
Value ($000) $21,197 Shares 121,116 Est. Cost $84.07 Unrealized +87.1%
HON Honeywell Intl Inc 1.1%
Value ($000) $18,995 Shares 92,544 Est. Cost $101.87 Unrealized +77.4%
BDX Becton Dickinson & Company 1.0%
Value ($000) $17,121 Shares 69,188 Est. Cost $149.77 Unrealized +54.0%
MRK Merck & Co Inc New 0.9%
Value ($000) $17,057 Shares 129,272 Est. Cost $59.56 Unrealized +94.4%
V Visa Inc 0.9%
Value ($000) $16,627 Shares 59,578 Est. Cost $151.00 Unrealized +80.4%
CVX Chevron Corporation 0.9%
Value ($000) $16,517 Shares 104,713 Est. Cost $108.11 Unrealized +28.6%
ECL Ecolab Inc 0.9%
Value ($000) $16,270 Shares 70,462 Est. Cost $115.69 Unrealized +79.7%
UNH UnitedHealth Group Inc 0.9%
Value ($000) $15,896 Shares 32,132 Est. Cost $348.11 Unrealized +40.5%
IJR IShares Core S&P Small-Cap ETF 0.9%
Value ($000) $15,673 Shares 141,809 Est. Cost $85.34 Unrealized
EMR Emerson Electric Co 0.9%
Value ($000) $15,470 Shares 136,395 Est. Cost $68.31 Unrealized +45.5%
RTX RTX Corporation 0.9%
Value ($000) $15,340 Shares 157,283 Est. Cost $86.83 Unrealized 0.0%
INTU Intuit 0.8%
Value ($000) $15,246 Shares 23,456 Est. Cost $282.10 Unrealized +123.8%
ADP Automatic Data Processing 0.8%
Value ($000) $15,146 Shares 60,649 Est. Cost $101.14 Unrealized +131.6%
IJH IShares Core S&P Mid-Cap ETF 0.8%
Value ($000) $14,630 Shares 240,866 Est. Cost $75.36 Unrealized
ETN Eaton Corp PLC 0.8%
Value ($000) $14,371 Shares 45,960 Est. Cost $59.32 Unrealized +351.1%
ADI Analog Devices Inc 0.8%
Value ($000) $13,900 Shares 70,275 Est. Cost $113.74 Unrealized +63.8%
SBUX Starbucks Corp 0.8%
Value ($000) $13,861 Shares 151,668 Est. Cost $56.59 Unrealized +56.6%
MCD McDonalds Corp 0.8%
Value ($000) $13,714 Shares 48,641 Est. Cost $122.00 Unrealized +127.9%
GOOGL Alphabet Inc Cap Stk Cl A 0.8%
Value ($000) $13,661 Shares 90,512 Est. Cost $108.91 Unrealized +30.4%
VTIP Vanguard Short Term Inflation Prot Secs ETF 0.7%
Value ($000) $12,104 Shares 252,756 Est. Cost $50.61 Unrealized
XOM Exxon Mobil Corp 0.7%
Value ($000) $12,032 Shares 103,510 Est. Cost $68.37 Unrealized +43.5%
AMT American Tower REIT 0.7%
Value ($000) $11,967 Shares 60,563 Est. Cost $122.80 Unrealized +51.6%
CMCSA Comcast Corp Cl A 0.7%
Value ($000) $11,934 Shares 275,285 Est. Cost $32.94 Unrealized +23.3%
CVS CVS Health Corp 0.7%
Value ($000) $11,694 Shares 146,614 Est. Cost $55.97 Unrealized +26.5%
ITW Illinois Tool Wks Inc 0.6%
Value ($000) $11,462 Shares 42,717 Est. Cost $69.74 Unrealized +255.1%
APD Air Products & Chemical Inc 0.6%
Value ($000) $11,343 Shares 46,818 Est. Cost $100.35 Unrealized +131.7%
ADBE Adobe Inc 0.6%
Value ($000) $11,089 Shares 21,975 Est. Cost $402.65 Unrealized +42.4%
CRM Salesforce Inc 0.6%
Value ($000) $10,853 Shares 36,036 Est. Cost $148.08 Unrealized +92.6%
PFE Pfizer Inc 0.6%
Value ($000) $10,748 Shares 387,326 Est. Cost $24.27 Unrealized +1.6%
CME CME Group Inc 0.6%
Value ($000) $10,711 Shares 49,752 Est. Cost $80.99 Unrealized +143.5%
O Realty Income Corporation 0.6%
Value ($000) $10,574 Shares 195,458 Est. Cost $40.39 Unrealized +20.4%
SYK Stryker Corp 0.6%
Value ($000) $10,450 Shares 29,201 Est. Cost $145.82 Unrealized +126.5%
BKNG Booking Holdings Inc 0.6%
Value ($000) $10,180 Shares 2,806 Est. Cost $1922.69 Unrealized +82.5%
CSCO Cisco Sys Inc 0.6%
Value ($000) $10,077 Shares 201,899 Est. Cost $31.57 Unrealized +49.5%
CHD Church & Dwight Co Inc 0.6%
Value ($000) $10,000 Shares 95,869 Est. Cost $47.80 Unrealized +104.6%
WMT Wal Mart Stores Inc 0.5%
Value ($000) $9,158 Shares 152,210 Est. Cost $51.33 Unrealized +9.2%
DIS Disney Walt Company 0.5%
Value ($000) $9,102 Shares 74,389 Est. Cost $85.64 Unrealized +19.6%
NKE Nike Inc Cl B 0.5%
Value ($000) $9,077 Shares 96,586 Est. Cost $56.42 Unrealized +73.4%
ICE Intercontinental Exchange Inc 0.5%
Value ($000) $8,795 Shares 63,997 Est. Cost $89.62 Unrealized +44.8%
IBM Intl Business Machines 0.5%
Value ($000) $8,654 Shares 45,317 Est. Cost $130.10 Unrealized +32.6%
DE Deere & Co 0.5%
Value ($000) $8,542 Shares 20,797 Est. Cost $277.08 Unrealized +34.5%
ENB Enbridge Inc 0.5%
Value ($000) $8,541 Shares 236,058 Est. Cost $24.54 Unrealized +28.5%
TJX TJX Cos Inc 0.5%
Value ($000) $8,377 Shares 82,601 Est. Cost $47.52 Unrealized +99.1%
NSC Norfolk Southern Corp 0.4%
Value ($000) $8,070 Shares 31,664 Est. Cost $114.51 Unrealized +107.6%
VEA Vanguard FTSE Dev Mkts ETF 0.4%
Value ($000) $7,601 Shares 151,512 Est. Cost $42.07 Unrealized
CI Cigna Group 0.4%
Value ($000) $6,981 Shares 19,222 Est. Cost $247.86 Unrealized +28.2%
MMM 3M 0.4%
Value ($000) $6,874 Shares 64,804 Est. Cost $72.25 Unrealized +9.7%
AMGN Amgen Inc 0.4%
Value ($000) $6,755 Shares 23,760 Est. Cost $157.03 Unrealized +75.8%
LMT Lockheed Martin Corp 0.4%
Value ($000) $6,401 Shares 14,072 Est. Cost $220.94 Unrealized +88.2%
WM Waste Management Inc New 0.4%
Value ($000) $6,389 Shares 29,975 Est. Cost $83.68 Unrealized +128.3%
LLY Eli Lilly & Company 0.4%
Value ($000) $6,346 Shares 8,157 Est. Cost $161.81 Unrealized +334.2%
IVV IShares S&P 500 Index Fund 0.3%
Value ($000) $6,070 Shares 11,545 Est. Cost $300.88 Unrealized
MDT Medtronic Hldg Ltd 0.3%
Value ($000) $5,899 Shares 67,693 Est. Cost $79.00 Unrealized +2.1%
SPY SPDR S&P 500 ETF 0.3%
Value ($000) $5,874 Shares 11,229 Est. Cost $300.33 Unrealized
MDLZ Mondelez Intl Inc 0.3%
Value ($000) $5,774 Shares 82,479 Est. Cost $47.17 Unrealized +46.1%
STZ Constellation Brands Inc 0.3%
Value ($000) $5,720 Shares 21,049 Est. Cost $193.28 Unrealized +25.9%
ADSK Autodesk Inc 0.3%
Value ($000) $5,716 Shares 21,948 Est. Cost $186.72 Unrealized +35.5%
MKC McCormick & Co Inc 0.3%
Value ($000) $5,685 Shares 74,018 Est. Cost $60.36 Unrealized +7.3%
VEU Vanguard FTSE All-World ex-US ETF 0.3%
Value ($000) $5,540 Shares 94,463 Est. Cost $52.27 Unrealized
CB Chubb Ltd 0.3%
Value ($000) $5,460 Shares 21,072 Est. Cost $106.98 Unrealized +125.5%
VIG Vanguard Dividend Appreciation ETF 0.3%
Value ($000) $5,424 Shares 29,705 Est. Cost $95.75 Unrealized
VZ Verizon Communications Inc 0.3%
Value ($000) $5,413 Shares 129,000 Est. Cost $34.24 Unrealized +4.9%
ORCL Oracle Corporation 0.3%
Value ($000) $5,407 Shares 43,049 Est. Cost $50.02 Unrealized +124.6%
AXP American Express Co 0.3%
Value ($000) $5,250 Shares 23,058 Est. Cost $128.22 Unrealized +58.2%
DHR Danaher Corp 0.3%
Value ($000) $5,194 Shares 20,800 Est. Cost $65.65 Unrealized +267.8%
QQQ Invesco QQQ Trust ETF 0.3%
Value ($000) $5,116 Shares 11,523 Est. Cost $262.06 Unrealized
PAYX Paychex Inc 0.3%
Value ($000) $5,085 Shares 41,409 Est. Cost $36.34 Unrealized +215.5%
VOO Vanguard Idx Fds S&P 500 ETF 0.3%
Value ($000) $4,932 Shares 10,261 Est. Cost $339.03 Unrealized
CAT Caterpillar Inc 0.3%
Value ($000) $4,872 Shares 13,297 Est. Cost $115.75 Unrealized +168.7%
NVS Novartis AG ADR 0.3%
Value ($000) $4,766 Shares 49,267 Est. Cost $75.53 Unrealized
BAC Bank Of America Corp 0.2%
Value ($000) $4,449 Shares 117,334 Est. Cost $25.67 Unrealized +27.8%
KO Coca Cola Co 0.2%
Value ($000) $4,449 Shares 72,716 Est. Cost $40.56 Unrealized +39.8%
DEO Diageo PLC Spons ADR New 0.2%
Value ($000) $4,321 Shares 29,050 Est. Cost $116.36 Unrealized
ALL Allstate Corp 0.2%
Value ($000) $4,263 Shares 24,643 Est. Cost $78.31 Unrealized +94.0%
PAG Penske Automotive Group Inc 0.2%
Value ($000) $4,257 Shares 26,280 Est. Cost $44.75 Unrealized +241.2%
VWO Vanguard Emerging Markets ETF 0.2%
Value ($000) $4,166 Shares 99,747 Est. Cost $41.69 Unrealized
LIN Linde PLC 0.2%
Value ($000) $4,144 Shares 8,925 Est. Cost $327.03 Unrealized +29.2%
LAM Research Corp 0.2%
Value ($000) $3,977 Shares 4,093 Est. Cost $516.96 Unrealized
TSM Taiwan Semiconductor Manufacturing Co 0.2%
Value ($000) $3,824 Shares 28,104 Est. Cost $95.89 Unrealized
KMB Kimberly-Clark Corp 0.2%
Value ($000) $3,820 Shares 29,534 Est. Cost $103.09 Unrealized +10.7%
USB US Bancorp Del 0.2%
Value ($000) $3,776 Shares 84,483 Est. Cost $31.33 Unrealized +23.3%
NVO Novo Nordisk A/S ADR 0.2%
Value ($000) $3,741 Shares 29,139 Est. Cost $112.98 Unrealized
VTI Vanguard Total Stock Mkt ETF 0.2%
Value ($000) $3,734 Shares 14,366 Est. Cost $197.37 Unrealized
INTC Intel Corp 0.2%
Value ($000) $3,441 Shares 77,909 Est. Cost $29.41 Unrealized +49.8%
TMUS T Mobile US Inc 0.2%
Value ($000) $3,434 Shares 21,039 Est. Cost $150.49 Unrealized +5.1%
MSM MSC Industrial Direct Co Cl A 0.2%
Value ($000) $3,387 Shares 34,906 Est. Cost $74.64 Unrealized +31.4%
CLX Clorox Company 0.2%
Value ($000) $3,278 Shares 21,410 Est. Cost $76.30 Unrealized +83.7%
BND Vanguard Bond Index Fd ETF 0.2%
Value ($000) $3,151 Shares 43,381 Est. Cost $84.70 Unrealized
TD Toronto Dominion Bank New 0.2%
Value ($000) $2,989 Shares 49,499 Est. Cost $51.24 Unrealized +17.9%
TSLA Tesla Motors Inc 0.2%
Value ($000) $2,906 Shares 16,531 Est. Cost $216.71 Unrealized -9.8%
AVGO Broadcom Inc 0.2%
Value ($000) $2,881 Shares 2,174 Est. Cost $49.02 Unrealized +147.3%
TGT Target Corp 0.2%
Value ($000) $2,787 Shares 15,726 Est. Cost $89.63 Unrealized +58.4%
BMY Bristol Myers Squibb Co 0.2%
Value ($000) $2,761 Shares 50,913 Est. Cost $43.92 Unrealized +5.1%
COF Capital One Financial Corp 0.2%
Value ($000) $2,751 Shares 18,479 Est. Cost $70.24 Unrealized +87.7%
CL Colgate-Palmolive Co 0.1%
Value ($000) $2,668 Shares 29,633 Est. Cost $57.82 Unrealized +40.7%
VYM Vanguard High Dividend Yld ETF 0.1%
Value ($000) $2,657 Shares 21,963 Est. Cost $79.98 Unrealized
SPGI S&P Global Inc 0.1%
Value ($000) $2,626 Shares 6,172 Est. Cost $249.45 Unrealized +71.3%
COP Conocophillips 0.1%
Value ($000) $2,589 Shares 20,342 Est. Cost $81.53 Unrealized +32.0%
CSX CSX Corp 0.1%
Value ($000) $2,543 Shares 68,593 Est. Cost $32.61 Unrealized +8.8%
MTB M & T Bank Corporation 0.1%
Value ($000) $2,363 Shares 16,250 Est. Cost $123.53 Unrealized +5.7%
TXN Texas Instruments Inc 0.1%
Value ($000) $2,276 Shares 13,066 Est. Cost $92.69 Unrealized +70.3%
CARR Carrier Global Corporation 0.1%
Value ($000) $2,244 Shares 38,606 Est. Cost $25.53 Unrealized +115.3%
CCK Crown Holdings Inc 0.1%
Value ($000) $2,132 Shares 26,898 Est. Cost $50.24 Unrealized +59.4%
T AT&T Inc 0.1%
Value ($000) $2,102 Shares 119,438 Est. Cost $13.26 Unrealized +17.8%
BN Brookfield Corp 0.1%
Value ($000) $2,007 Shares 47,932 Est. Cost $21.90 Unrealized +21.6%
CTVA Corteva Inc 0.1%
Value ($000) $1,996 Shares 34,614 Est. Cost $46.91 Unrealized +7.9%
QDF Flexshs Quality Divd Index ETF 0.1%
Value ($000) $1,996 Shares 30,278 Est. Cost $45.61 Unrealized
GD General Dynamics Corp 0.1%
Value ($000) $1,995 Shares 7,063 Est. Cost $124.82 Unrealized +106.7%
Unilever PLC ADR 0.1%
Value ($000) $1,899 Shares 37,843 Est. Cost $48.12 Unrealized
VB Vanguard Small-Cap ETF 0.1%
Value ($000) $1,865 Shares 8,160 Est. Cost $190.64 Unrealized
ISRG Intuitive Surgical Inc 0.1%
Value ($000) $1,851 Shares 4,639 Est. Cost $299.41 Unrealized +26.2%
MO Altria Group Inc 0.1%
Value ($000) $1,822 Shares 41,771 Est. Cost $31.28 Unrealized +14.1%
CMI Cummins Inc 0.1%
Value ($000) $1,819 Shares 6,174 Est. Cost $164.56 Unrealized +50.5%
GLD SPDR Gold Shares 0.1%
Value ($000) $1,791 Shares 8,707 Est. Cost $158.58 Unrealized
GIS General Mills Inc 0.1%
Value ($000) $1,749 Shares 24,997 Est. Cost $47.83 Unrealized +26.7%
LNG Cheniere Energy Inc New 0.1%
Value ($000) $1,742 Shares 10,802 Est. Cost $89.62 Unrealized +79.4%
ATO Atmos Energy Corp 0.1%
Value ($000) $1,728 Shares 14,540 Est. Cost $58.70 Unrealized +86.7%
PYPL Paypal Hldgs Inc 0.1%
Value ($000) $1,717 Shares 25,628 Est. Cost $79.65 Unrealized -23.1%
SO Southern Co 0.1%
Value ($000) $1,702 Shares 23,721 Est. Cost $41.82 Unrealized +54.8%
DD Dupont De Nemours Inc 0.1%
Value ($000) $1,619 Shares 21,110 Est. Cost $28.29 Unrealized +0.9%
TROW Price T Rowe Group Inc 0.1%
Value ($000) $1,559 Shares 12,788 Est. Cost $73.15 Unrealized +39.1%
SYY Sysco Corp 0.1%
Value ($000) $1,550 Shares 19,095 Est. Cost $48.99 Unrealized +52.3%
OTIS Otis Worldwide Corp 0.1%
Value ($000) $1,546 Shares 15,571 Est. Cost $55.00 Unrealized +62.8%
IJK IShares S&P Midcap 400 Growth Index Fund 0.1%
Value ($000) $1,543 Shares 16,910 Est. Cost $107.45 Unrealized
QCOM Qualcomm Inc 0.1%
Value ($000) $1,535 Shares 9,068 Est. Cost $87.98 Unrealized +68.8%
VBR Vanguard Small Cap Value ETF 0.1%
Value ($000) $1,520 Shares 7,922 Est. Cost $156.99 Unrealized
AZO Autozone Inc 0.1%
Value ($000) $1,519 Shares 482 Est. Cost $698.93 Unrealized +309.0%
TFC Truist Finl Corp 0.1%
Value ($000) $1,503 Shares 38,562 Est. Cost $39.98 Unrealized -16.5%
DUK Duke Energy Corp New 0.1%
Value ($000) $1,445 Shares 14,946 Est. Cost $61.14 Unrealized +44.7%
DOW Dow Inc 0.1%
Value ($000) $1,432 Shares 24,720 Est. Cost $45.71 Unrealized +7.1%
VO Vanguard Mid Cap ETF 0.1%
Value ($000) $1,428 Shares 5,715 Est. Cost $193.10 Unrealized
SDY SPDR S&P Dividend ETF 0.1%
Value ($000) $1,395 Shares 10,632 Est. Cost $79.18 Unrealized
EFA IShares MSCI EAFE Index Fd 0.1%
Value ($000) $1,376 Shares 17,229 Est. Cost $63.32 Unrealized
TAN Invesco Solar ETF 0.1%
Value ($000) $1,360 Shares 29,965 Est. Cost $61.13 Unrealized
AMP Ameriprise Financial Inc 0.1%
Value ($000) $1,342 Shares 3,061 Est. Cost $341.77 Unrealized +14.3%
TRV Travelers Cos Inc 0.1%
Value ($000) $1,331 Shares 5,783 Est. Cost $120.79 Unrealized +71.1%
DLR Digital Realty Trust Inc 0.1%
Value ($000) $1,316 Shares 9,136 Est. Cost $103.51 Unrealized +28.6%
GPC Genuine Parts Co 0.1%
Value ($000) $1,314 Shares 8,482 Est. Cost $97.86 Unrealized +40.5%
EBAY Ebay Inc 0.1%
Value ($000) $1,276 Shares 24,170 Est. Cost $50.01 Unrealized -12.1%
PM Philip Morris Intl Inc 0.1%
Value ($000) $1,274 Shares 13,900 Est. Cost $68.27 Unrealized +24.4%
MTCH Match Group Inc New 0.1%
Value ($000) $1,260 Shares 34,740 Est. Cost $35.32 Unrealized 0.0%
VV Vanguard Large Cap ETF 0.1%
Value ($000) $1,244 Shares 5,188 Est. Cost $226.10 Unrealized
UPS United Parcel Svc Inc Cl B 0.1%
Value ($000) $1,239 Shares 8,339 Est. Cost $96.51 Unrealized +41.3%
FSLR First Solar Inc 0.1%
Value ($000) $1,194 Shares 7,076 Est. Cost $88.83 Unrealized +73.1%
MS Morgan Stanley 0.1%
Value ($000) $1,160 Shares 12,321 Est. Cost $51.52 Unrealized +61.5%
VOE Vanguard Mid-Cap Value ETF 0.1%
Value ($000) $1,154 Shares 7,404 Est. Cost $136.31 Unrealized
Laboratory Corp Amer Hldgs New 0.1%
Value ($000) $1,149 Shares 5,261 Est. Cost $201.71 Unrealized
WRB Berkley W R Corp 0.1%
Value ($000) $1,137 Shares 12,855 Est. Cost $22.09 Unrealized +132.8%
GWW W W Grainger Inc 0.1%
Value ($000) $1,121 Shares 1,102 Est. Cost $781.50 Unrealized +17.4%
VRSN Verisign Inc 0.1%
Value ($000) $1,047 Shares 5,525 Est. Cost $79.05 Unrealized +146.4%
MPC Marathon Petroleum Corp 0.1%
Value ($000) $1,002 Shares 4,972 Est. Cost $145.98 Unrealized +12.6%
BIV Vanguard Intermediate-Term Bond ETF 0.1%
Value ($000) $999 Shares 13,254 Est. Cost $80.05 Unrealized
D Dominion Energy Inc 0.1%
Value ($000) $984 Shares 20,003 Est. Cost $46.04 Unrealized -7.4%
AFL Aflac Incorporated 0.1%
Value ($000) $983 Shares 11,445 Est. Cost $32.29 Unrealized +143.9%
FIS Fidelity Natl Information Svcs Inc 0.1%
Value ($000) $981 Shares 13,219 Est. Cost $87.91 Unrealized -28.8%
CTRA Coterra Energy Inc 0.1%
Value ($000) $976 Shares 35,010 Est. Cost $19.62 Unrealized +22.5%
AROW Arrow Financial Corp 0.1%
Value ($000) $964 Shares 38,541 Est. Cost $20.20 Unrealized +14.0%
GE GE Aerospace 0.1%
Value ($000) $953 Shares 5,429 Est. Cost $75.41 Unrealized +54.4%
MKL Markel Group Inc 0.1%
Value ($000) $939 Shares 617 Est. Cost $952.75 Unrealized +53.9%
UNB Union Bankshares Inc 0.1%
Value ($000) $928 Shares 30,428 Est. Cost $30.33 Unrealized +0.5%
BSV Vanguard Short-Term Bond ETF 0.1%
Value ($000) $923 Shares 12,034 Est. Cost $79.06 Unrealized
XYL Xylem Inc 0.0%
Value ($000) $890 Shares 6,884 Est. Cost $82.37 Unrealized +43.6%
DOV Dover Corp 0.0%
Value ($000) $858 Shares 4,844 Est. Cost $45.74 Unrealized +244.7%
PH Parker Hannifin Corp 0.0%
Value ($000) $858 Shares 1,543 Est. Cost $317.74 Unrealized +56.9%
VUG Vanguard Growth ETF 0.0%
Value ($000) $843 Shares 2,448 Est. Cost $247.43 Unrealized
TPL Texas Pacific Land Corporation 0.0%
Value ($000) $840 Shares 500 Est. Cost $167.28 Unrealized 0.0%
TIP IShares Barclays TIPs Bond ETF 0.0%
Value ($000) $837 Shares 7,791 Est. Cost $113.84 Unrealized
WAT Waters Corp 0.0%
Value ($000) $834 Shares 2,424 Est. Cost $133.90 Unrealized +145.5%
VTV Vanguard Value ETF 0.0%
Value ($000) $827 Shares 5,079 Est. Cost $133.18 Unrealized
KLAC KLA Corporation 0.0%
Value ($000) $824 Shares 1,180 Est. Cost $428.21 Unrealized +47.6%
FDX Fedex Corp 0.0%
Value ($000) $783 Shares 2,701 Est. Cost $204.14 Unrealized +17.5%
BA Boeing Company 0.0%
Value ($000) $771 Shares 3,997 Est. Cost $162.74 Unrealized +26.3%
CAH Cardinal Health Inc 0.0%
Value ($000) $758 Shares 6,770 Est. Cost $54.17 Unrealized +93.1%
PSX Phillips 66 0.0%
Value ($000) $755 Shares 4,624 Est. Cost $97.74 Unrealized +38.1%
MAR Marriott International Inc Cl A 0.0%
Value ($000) $735 Shares 2,914 Est. Cost $154.45 Unrealized +53.9%
GILD Gilead Sciences Inc 0.0%
Value ($000) $728 Shares 9,942 Est. Cost $65.34 Unrealized +10.2%
NUE Nucor Corp 0.0%
Value ($000) $719 Shares 3,634 Est. Cost $61.58 Unrealized +187.8%
WFC Wells Fargo & Company New 0.0%
Value ($000) $710 Shares 12,250 Est. Cost $35.88 Unrealized +39.7%
SNEX Stonex Group Inc 0.0%
Value ($000) $695 Shares 9,890 Est. Cost $30.65 Unrealized +46.9%
MDY SPDR S&P MidCap 400 0.0%
Value ($000) $676 Shares 1,215 Est. Cost $340.42 Unrealized
PBH Prestige Brand Holdings 0.0%
Value ($000) $675 Shares 9,301 Est. Cost $38.47 Unrealized +73.8%
OXY Occidental Petroleum Corp 0.0%
Value ($000) $671 Shares 10,330 Est. Cost $61.10 Unrealized -5.8%
SHEL Shell PLC 0.0%
Value ($000) $666 Shares 9,940 Est. Cost $55.83 Unrealized
PNC PNC Financial Services Group Inc 0.0%
Value ($000) $661 Shares 4,088 Est. Cost $136.43 Unrealized +3.4%
AMD Advanced Micro Devices Inc 0.0%
Value ($000) $638 Shares 3,534 Est. Cost $104.31 Unrealized +67.6%
ICLN IShares Global Clean Energy ETF 0.0%
Value ($000) $636 Shares 45,474 Est. Cost $14.71 Unrealized
BRK/A Berkshire Hathaway Inc Cl A 0.0%
Value ($000) $634 Shares 1 Est. Cost $593888.44 Unrealized 0.0%
DIA SPDR Dow Jones Industrial Avg 0.0%
Value ($000) $629 Shares 1,582 Est. Cost $296.00 Unrealized
SUSA IShares MSCI USA ESG Select Index 0.0%
Value ($000) $622 Shares 5,700 Est. Cost $82.77 Unrealized
SPG Simon Ppty Group Inc New 0.0%
Value ($000) $621 Shares 3,966 Est. Cost $99.25 Unrealized +34.2%
ED Consolidated Edison Inc 0.0%
Value ($000) $599 Shares 6,596 Est. Cost $71.70 Unrealized +17.3%
WBD Warner Bros Discovery Inc 0.0%
Value ($000) $594 Shares 68,082 Est. Cost $16.53 Unrealized -41.7%
GBDC Golub Capital BDC Inc 0.0%
Value ($000) $571 Shares 34,355 Est. Cost $9.31 Unrealized +34.9%
IEFA IShares Core MSCI EAFE ETF 0.0%
Value ($000) $558 Shares 7,514 Est. Cost $68.97 Unrealized
PEG Public Service Enterprise Gp 0.0%
Value ($000) $548 Shares 8,210 Est. Cost $56.91 Unrealized +1.2%
FBIN Fortune Brands Innovations Inc 0.0%
Value ($000) $540 Shares 6,378 Est. Cost $67.51 Unrealized +13.7%
TREX Trex Company Inc 0.0%
Value ($000) $526 Shares 5,274 Est. Cost $55.64 Unrealized +60.0%
EEM IShares MSCI Emerging Markets Index 0.0%
Value ($000) $520 Shares 12,656 Est. Cost $40.34 Unrealized
SEE Sealed Air Corp New 0.0%
Value ($000) $511 Shares 13,741 Est. Cost $42.03 Unrealized -18.4%
NXPI NXP Semiconductors NV 0.0%
Value ($000) $508 Shares 2,050 Est. Cost $182.05 Unrealized +22.5%
GS Goldman Sachs Group 0.0%
Value ($000) $506 Shares 1,211 Est. Cost $228.84 Unrealized +62.7%
IWP IShares Russell Mid Cap Growth 0.0%
Value ($000) $501 Shares 4,389 Est. Cost $85.14 Unrealized
XLK MFC Select Sector SPDR Tr Technology 0.0%
Value ($000) $501 Shares 2,405 Est. Cost $177.19 Unrealized
BK Bank New York Mellon Corp 0.0%
Value ($000) $501 Shares 8,692 Est. Cost $38.66 Unrealized +36.2%
NOC Northrop Grumman Corp 0.0%
Value ($000) $499 Shares 1,042 Est. Cost $252.71 Unrealized +76.5%
HSY The Hershey Company 0.0%
Value ($000) $495 Shares 2,547 Est. Cost $129.21 Unrealized +40.9%
ROK Rockwell Automation Inc 0.0%
Value ($000) $495 Shares 1,700 Est. Cost $194.73 Unrealized +43.2%
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 0.0%
Value ($000) $494 Shares 11,550 Est. Cost $43.77 Unrealized
PPG PPG Industries Inc 0.0%
Value ($000) $487 Shares 3,363 Est. Cost $105.47 Unrealized +28.9%
SSNC SS&C Technologies Hldgs Inc 0.0%
Value ($000) $486 Shares 7,552 Est. Cost $63.32 Unrealized -1.9%
SAM Boston Beer Inc Cl A 0.0%
Value ($000) $481 Shares 1,580 Est. Cost $139.90 Unrealized +138.4%
BIIB Biogen Inc 0.0%
Value ($000) $471 Shares 2,185 Est. Cost $291.70 Unrealized -19.7%
PGR Progressive Corp Ohio 0.0%
Value ($000) $466 Shares 2,252 Est. Cost $107.16 Unrealized +59.2%
Kellanova 0.0%
Value ($000) $465 Shares 8,121 Est. Cost $56.08 Unrealized -7.3%
Liberty Media Corp Del Liberty SiriusXm Ser A 0.0%
Value ($000) $460 Shares 15,480 Est. Cost $25.45 Unrealized
ENPH Enphase Energy Inc 0.0%
Value ($000) $439 Shares 3,632 Est. Cost $175.15 Unrealized -33.4%
MCO Moodys Corp 0.0%
Value ($000) $439 Shares 1,117 Est. Cost $342.90 Unrealized +10.8%
SPLV Invesco S&P 500 Low Volatility ETF 0.0%
Value ($000) $437 Shares 6,630 Est. Cost $47.44 Unrealized
KHC Kraft Heinz Co 0.0%
Value ($000) $417 Shares 11,290 Est. Cost $33.93 Unrealized -3.3%
A Agilent Technologies Inc 0.0%
Value ($000) $416 Shares 2,859 Est. Cost $49.00 Unrealized +175.9%
IJJ IShares S&P Midcap 400 Value Index Fd 0.0%
Value ($000) $399 Shares 3,376 Est. Cost $111.21 Unrealized
IWF IShares Russell 1000 Growth ETF 0.0%
Value ($000) $392 Shares 1,163 Est. Cost $309.01 Unrealized
IWD IShares Russell 1000 Value Index Fund 0.0%
Value ($000) $390 Shares 2,176 Est. Cost $172.68 Unrealized
PBD Invesco Global Clean Energy ETF 0.0%
Value ($000) $389 Shares 27,458 Est. Cost $18.55 Unrealized
DMLP Dorchester Minerals LP 0.0%
Value ($000) $385 Shares 11,416 Est. Cost $33.72 Unrealized
QUAL IShares Edge MSCI USA Quality Factor ETF 0.0%
Value ($000) $382 Shares 2,323 Est. Cost $131.05 Unrealized
DSI IShares Kld 400 Social Index Fund 0.0%
Value ($000) $380 Shares 3,774 Est. Cost $76.98 Unrealized
RY Royal Bank Of Canada 0.0%
Value ($000) $380 Shares 3,766 Est. Cost $100.19 Unrealized -1.5%
SHM SPDR Nuveen BBG Bar Shrt Term ETF 0.0%
Value ($000) $374 Shares 7,894 Est. Cost $47.44 Unrealized
SWK Stanley Black & Decker Inc 0.0%
Value ($000) $374 Shares 3,822 Est. Cost $85.31 Unrealized -0.2%
SJM The J M Smucker Company 0.0%
Value ($000) $370 Shares 2,938 Est. Cost $90.69 Unrealized +29.8%
DVY IShares Select Dividend ETF 0.0%
Value ($000) $362 Shares 2,940 Est. Cost $117.16 Unrealized
YUM Yum Brands Inc 0.0%
Value ($000) $360 Shares 2,600 Est. Cost $82.51 Unrealized +56.0%
VNQ Vanguard REIT ETF 0.0%
Value ($000) $360 Shares 4,167 Est. Cost $86.76 Unrealized
FRT Federal Realty Invt Tr LP 0.0%
Value ($000) $357 Shares 3,500 Est. Cost $90.31 Unrealized +2.9%
IWM IShares Russell 2000 0.0%
Value ($000) $355 Shares 1,690 Est. Cost $173.78 Unrealized
USMV IShares MSCI USA Min Vol Factor ETF 0.0%
Value ($000) $354 Shares 4,240 Est. Cost $71.39 Unrealized
BMO Bk Montreal Que 0.0%
Value ($000) $353 Shares 3,618 Est. Cost $85.91 Unrealized +2.1%
WY Weyerhaeuser Company 0.0%
Value ($000) $350 Shares 9,734 Est. Cost $21.36 Unrealized +49.5%
CMG Chipotle Mexican Grill Inc 0.0%
Value ($000) $343 Shares 118 Est. Cost $27.77 Unrealized +84.2%
AJG Gallagher Arthur J & Co 0.0%
Value ($000) $340 Shares 1,359 Est. Cost $173.04 Unrealized +36.6%
TE Connectivity Ltd 0.0%
Value ($000) $336 Shares 2,316 Est. Cost $61.45 Unrealized
BSX Boston Scientific Corp 0.0%
Value ($000) $331 Shares 4,832 Est. Cost $49.18 Unrealized +30.7%
PSA Public Storage Inc 0.0%
Value ($000) $321 Shares 1,106 Est. Cost $171.93 Unrealized +54.2%
CBU Community Bk Sys Inc 0.0%
Value ($000) $319 Shares 6,632 Est. Cost $48.09 Unrealized -9.1%
NFLX Netflix Inc 0.0%
Value ($000) $304 Shares 500 Est. Cost $33.98 Unrealized +65.9%
LBTYK Liberty Global Ltd C 0.0%
Value ($000) $301 Shares 17,080 Est. Cost $9.07 Unrealized +11.1%
PFS Provident Financial Services Inc 0.0%
Value ($000) $301 Shares 20,643 Est. Cost $17.26 Unrealized -17.5%
MTD Mettler Toledo Intl Inc 0.0%
Value ($000) $300 Shares 225 Est. Cost $707.38 Unrealized +74.3%
POR Portland General Electric 0.0%
Value ($000) $298 Shares 7,086 Est. Cost $34.51 Unrealized +8.9%
ARCC Ares Capital Corp 0.0%
Value ($000) $296 Shares 14,201 Est. Cost $10.24 Unrealized +65.7%
LBRDK Liberty Broadband Corp Ser C 0.0%
Value ($000) $289 Shares 5,042 Est. Cost $142.13 Unrealized -56.4%
IWN IShares Russell 2000 Value Index Fund 0.0%
Value ($000) $277 Shares 1,747 Est. Cost $129.56 Unrealized
XBI SPDR S&P Biotech ETF 0.0%
Value ($000) $277 Shares 2,920 Est. Cost $89.62 Unrealized
HPQ HP Inc 0.0%
Value ($000) $277 Shares 9,167 Est. Cost $12.03 Unrealized +127.1%
AIVL Wisdomtree Dividend Ex-Financials 0.0%
Value ($000) $277 Shares 2,720 Est. Cost $97.31 Unrealized
RSP Invesco S&P 500 Eql Wgt ETF 0.0%
Value ($000) $268 Shares 1,582 Est. Cost $137.17 Unrealized
ES Eversource Energy 0.0%
Value ($000) $268 Shares 4,478 Est. Cost $60.70 Unrealized -13.4%
IWO IShares Russell 2000 Growth Index Fund 0.0%
Value ($000) $263 Shares 970 Est. Cost $227.40 Unrealized
Discover Financial Services 0.0%
Value ($000) $262 Shares 2,000 Est. Cost $104.30 Unrealized
IWR IShares Russell Mid Cap 0.0%
Value ($000) $257 Shares 3,060 Est. Cost $57.56 Unrealized
CP Canadian Pacific Kansas City Ltd 0.0%
Value ($000) $256 Shares 2,902 Est. Cost $78.71 Unrealized +5.3%
GEHC GE Healthcare Technologies Inc 0.0%
Value ($000) $254 Shares 2,796 Est. Cost $82.96 Unrealized 0.0%
ZBH Zimmer Biomet Hldgs Inc 0.0%
Value ($000) $252 Shares 1,912 Est. Cost $90.21 Unrealized +35.9%
ESS Essex Ppty Tr REIT 0.0%
Value ($000) $250 Shares 1,022 Est. Cost $131.30 Unrealized +68.5%
CBT Cabot Corp 0.0%
Value ($000) $246 Shares 2,672 Est. Cost $50.42 Unrealized +55.1%
BX Blackstone Group Inc Cl A 0.0%
Value ($000) $246 Shares 1,875 Est. Cost $96.96 Unrealized +22.4%
RSG Republic Svcs Inc 0.0%
Value ($000) $246 Shares 1,283 Est. Cost $126.50 Unrealized +37.2%
APH Amphenol Corp New Cl A 0.0%
Value ($000) $245 Shares 2,122 Est. Cost $34.68 Unrealized +48.7%
SLV IShares Silver Trust 0.0%
Value ($000) $237 Shares 10,425 Est. Cost $20.36 Unrealized
SNY Sanofi Spons ADR 0.0%
Value ($000) $227 Shares 4,667 Est. Cost $43.97 Unrealized
CNI Canadian Natl Ry Co 0.0%
Value ($000) $227 Shares 1,720 Est. Cost $56.47 Unrealized +117.9%
AWK American Water Works Company 0.0%
Value ($000) $226 Shares 1,849 Est. Cost $64.03 Unrealized +84.0%
TU Telus Corp 0.0%
Value ($000) $224 Shares 14,000 Est. Cost $19.57 Unrealized -10.6%
SCCO Southern Copper Corp Del 0.0%
Value ($000) $222 Shares 2,084 Est. Cost $17.87 Unrealized +337.8%
VGT Vanguard Information Technology ETF 0.0%
Value ($000) $218 Shares 415 Est. Cost $444.18 Unrealized
NOW Service Now 0.0%
Value ($000) $214 Shares 281 Est. Cost $107.08 Unrealized +41.5%
EOG EOG Resources Inc 0.0%
Value ($000) $213 Shares 1,665 Est. Cost $108.51 Unrealized +1.7%
AEP American Electric Power Company Inc 0.0%
Value ($000) $212 Shares 2,462 Est. Cost $74.72 Unrealized +1.7%
MAS Masco Corp 0.0%
Value ($000) $210 Shares 2,659 Est. Cost $64.42 Unrealized +8.3%
EW Edwards Lifesciences Corp 0.0%
Value ($000) $210 Shares 2,193 Est. Cost $94.20 Unrealized -10.8%
AZN Astrazeneca Plc Adr 0.0%
Value ($000) $209 Shares 3,092 Est. Cost $59.97 Unrealized
IEMG IShares Core MSCI Emer Mkts ETF 0.0%
Value ($000) $208 Shares 4,031 Est. Cost $48.57 Unrealized
IVW IShares S&P 500 Growth Index Fund 0.0%
Value ($000) $206 Shares 2,445 Est. Cost $60.18 Unrealized
SCHD Schwab US Dividend Equity ETF 0.0%
Value ($000) $206 Shares 2,558 Est. Cost $80.92 Unrealized
AVA Avista Corporation 0.0%
Value ($000) $203 Shares 5,794 Est. Cost $28.18 Unrealized +9.9%
MATX Matson Inc 0.0%
Value ($000) $202 Shares 1,800 Est. Cost $89.96 Unrealized +22.3%
IVE IShares S&P 500 Value Index Fund 0.0%
Value ($000) $202 Shares 1,079 Est. Cost $137.81 Unrealized
FTNT Fortinet Inc 0.0%
Value ($000) $198 Shares 2,904 Est. Cost $67.39 Unrealized -1.2%
SCHF Schwab Intl Equity ETF 0.0%
Value ($000) $197 Shares 5,047 Est. Cost $36.71 Unrealized
VLTO Veralto Corp 0.0%
Value ($000) $194 Shares 2,185 Est. Cost $73.75 Unrealized +11.5%
JEPI JP Morgan Equity Prem Inc ETF 0.0%
Value ($000) $190 Shares 3,288 Est. Cost $57.86 Unrealized
PKW Invesco Buyback Achievers ETF 0.0%
Value ($000) $190 Shares 1,751 Est. Cost $77.67 Unrealized
MCK McKesson Corp 0.0%
Value ($000) $187 Shares 348 Est. Cost $345.66 Unrealized +45.6%
WOR Worthington Enterprises Inc 0.0%
Value ($000) $187 Shares 3,000 Est. Cost $35.38 Unrealized +68.3%
SHW Sherwin Williams Co 0.0%
Value ($000) $187 Shares 537 Est. Cost $218.26 Unrealized +43.6%
NDAQ Nasdaq Stock Mkt Inc 0.0%
Value ($000) $186 Shares 2,947 Est. Cost $56.40 Unrealized 0.0%
FCX Freeport McMoran Copper & Gold Inc Cl B 0.0%
Value ($000) $186 Shares 3,949 Est. Cost $31.34 Unrealized +25.7%
XLY Consumer Discr Select Sector SPDR ETF 0.0%
Value ($000) $185 Shares 1,005 Est. Cost $180.28 Unrealized
MET Metlife Inc 0.0%
Value ($000) $183 Shares 2,475 Est. Cost $60.75 Unrealized +8.7%
MCHP Microchip Technology Inc 0.0%
Value ($000) $183 Shares 2,040 Est. Cost $71.49 Unrealized +14.5%
CEG Constellation Energy Corp 0.0%
Value ($000) $182 Shares 987 Est. Cost $140.32 Unrealized 0.0%
CRWD Crowdstrike Hldgs Inc A 0.0%
Value ($000) $182 Shares 568 Est. Cost $265.36 Unrealized +15.4%
SYF Synchrony Financial 0.0%
Value ($000) $182 Shares 4,220 Est. Cost $26.90 Unrealized +42.9%
GLW Corning Inc 0.0%
Value ($000) $180 Shares 5,460 Est. Cost $18.59 Unrealized +63.8%
IJT IShares S&P Smallcap 600 Growth ETF 0.0%
Value ($000) $180 Shares 1,374 Est. Cost $112.13 Unrealized
ORLY O Reilly Automotive Inc New 0.0%
Value ($000) $176 Shares 156 Est. Cost $45.27 Unrealized +54.5%
SLB Schlumberger Ltd 0.0%
Value ($000) $176 Shares 3,207 Est. Cost $43.11 Unrealized +10.9%
DGRO IShares Core Divd Growth ETF 0.0%
Value ($000) $174 Shares 3,001 Est. Cost $53.82 Unrealized
CINF Cincinnati Financial Corp 0.0%
Value ($000) $172 Shares 1,389 Est. Cost $111.64 Unrealized -3.6%
BR Broadridge Financial Solutions Inc 0.0%
Value ($000) $172 Shares 839 Est. Cost $192.28 Unrealized +1.7%
MUB IShares National Muni Bond ETF 0.0%
Value ($000) $169 Shares 1,573 Est. Cost $107.60 Unrealized
AN AutoNation Inc 0.0%
Value ($000) $166 Shares 1,000 Est. Cost $113.41 Unrealized +29.7%
Liberty Media Corp Del Liberty Live Ser A 0.0%
Value ($000) $164 Shares 3,869 Est. Cost $42.35 Unrealized
VLO Valero Energy Corp New 0.0%
Value ($000) $160 Shares 937 Est. Cost $116.11 Unrealized +16.9%
BHB Bar Harbor Bankshares 0.0%
Value ($000) $158 Shares 5,966 Est. Cost $24.41 Unrealized -2.0%
ZTS Zoetis Inc Cl A 0.0%
Value ($000) $158 Shares 932 Est. Cost $116.84 Unrealized +56.9%
DOC Healthpeak Properties Inc 0.0%
Value ($000) $154 Shares 8,223 Est. Cost $25.39 Unrealized -36.5%
ORI Old Republic Intl Corp 0.0%
Value ($000) $153 Shares 4,988 Est. Cost $23.58 Unrealized +3.7%
HPE Hewlett Packard Enterprise Co 0.0%
Value ($000) $153 Shares 8,617 Est. Cost $13.77 Unrealized +12.0%
SMG Scotts Miracle Gro Company 0.0%
Value ($000) $153 Shares 2,047 Est. Cost $69.90 Unrealized -18.7%
IWB IShares Russell 1000 Index Fd 0.0%
Value ($000) $152 Shares 529 Est. Cost $288.03 Unrealized
ROP Roper Technologies Inc 0.0%
Value ($000) $150 Shares 268 Est. Cost $454.61 Unrealized +18.5%
FAN First Tr Global Wind Energy ETF 0.0%
Value ($000) $149 Shares 9,692 Est. Cost $15.38 Unrealized
UVSP Univest Financial Corporation 0.0%
Value ($000) $146 Shares 7,004 Est. Cost $25.65 Unrealized -20.8%
VONG Vanguard Russell 1000 Growth ETF 0.0%
Value ($000) $145 Shares 1,671 Est. Cost $68.44 Unrealized
NGG National Grid PLC ADR New 2017 0.0%
Value ($000) $144 Shares 2,116 Est. Cost $62.99 Unrealized
FISV Fiserv Inc 0.0%
Value ($000) $143 Shares 896 Est. Cost $100.59 Unrealized +44.8%
IWS IShares Russell Midcap Value Index Fund 0.0%
Value ($000) $140 Shares 1,114 Est. Cost $102.00 Unrealized
PRU Prudential Financial Inc 0.0%
Value ($000) $137 Shares 1,166 Est. Cost $89.01 Unrealized +10.8%
FVD First Tr Value Line Dividend Index Fund 0.0%
Value ($000) $135 Shares 3,200 Est. Cost $40.56 Unrealized
AON Aon PLC 0.0%
Value ($000) $134 Shares 403 Est. Cost $284.12 Unrealized +7.7%
PHO Invesco Water Res ETF 0.0%
Value ($000) $133 Shares 2,000 Est. Cost $51.54 Unrealized
FNV Franco Nev Corp 0.0%
Value ($000) $131 Shares 1,100 Est. Cost $108.28 Unrealized 0.0%
AWR American States Water Co 0.0%
Value ($000) $130 Shares 1,800 Est. Cost $74.40 Unrealized -4.2%
CBZ Cbiz Inc 0.0%
Value ($000) $130 Shares 1,650 Est. Cost $40.40 Unrealized +72.1%
VRTX Vertex Pharmaceuticals Inc 0.0%
Value ($000) $126 Shares 302 Est. Cost $294.62 Unrealized +43.5%
BAX Baxter International Inc 0.0%
Value ($000) $125 Shares 2,927 Est. Cost $48.74 Unrealized -20.2%
FND Floor & Decor Hldgs Inc Cl A 0.0%
Value ($000) $123 Shares 950 Est. Cost $75.34 Unrealized +50.7%
BRO Brown & Brown Inc 0.0%
Value ($000) $123 Shares 1,401 Est. Cost $59.93 Unrealized +32.7%
SOXX IShares Semiconductor ETF 0.0%
Value ($000) $119 Shares 525 Est. Cost $273.52 Unrealized
OKE Oneok Inc New 0.0%
Value ($000) $118 Shares 1,470 Est. Cost $60.71 Unrealized +9.9%
EXC Exelon Corp 0.0%
Value ($000) $118 Shares 3,135 Est. Cost $38.31 Unrealized -13.3%
CCI Crown Castle Inc 0.0%
Value ($000) $117 Shares 1,101 Est. Cost $110.60 Unrealized -11.6%
ABM ABM Inds Inc 0.0%
Value ($000) $115 Shares 2,587 Est. Cost $42.08 Unrealized -4.5%
MSI Motorola Solutions Inc 0.0%
Value ($000) $115 Shares 325 Est. Cost $208.80 Unrealized +54.5%
URA Global X Uranium ETF 0.0%
Value ($000) $115 Shares 4,000 Est. Cost $27.04 Unrealized
MBC Masterbrand Inc 0.0%
Value ($000) $115 Shares 6,150 Est. Cost $15.85 Unrealized 0.0%
WTRG Essential Utils Inc 0.0%
Value ($000) $115 Shares 3,096 Est. Cost $42.12 Unrealized -13.9%
FTV Fortive Corp 0.0%
Value ($000) $112 Shares 1,306 Est. Cost $51.51 Unrealized +16.9%
GGG Graco Inc 0.0%
Value ($000) $112 Shares 1,200 Est. Cost $86.25 Unrealized 0.0%
BLD Topbuild Corp 0.0%
Value ($000) $111 Shares 252 Est. Cost $384.52 Unrealized +1.7%
GFF Griffon Corp 0.0%
Value ($000) $110 Shares 1,500 Est. Cost $21.14 Unrealized +203.2%
ACGL Arch Capital Group Ltd 0.0%
Value ($000) $110 Shares 1,190 Est. Cost $44.08 Unrealized +82.4%
EFX Equifax Inc 0.0%
Value ($000) $108 Shares 405 Est. Cost $197.82 Unrealized +27.0%
EL Estee Lauder Cos Inc Cl A 0.0%
Value ($000) $108 Shares 699 Est. Cost $234.08 Unrealized -41.6%
WS Worthington STL Inc 0.0%
Value ($000) $108 Shares 3,000 Est. Cost $30.33 Unrealized 0.0%
FMX Fomento Economico Mexicano SAB de CV New 0.0%
Value ($000) $104 Shares 800 Est. Cost $67.50 Unrealized
SCHW The Charles Schwab Corp New 0.0%
Value ($000) $104 Shares 1,437 Est. Cost $66.18 Unrealized -2.9%
RRC Range Res Corp 0.0%
Value ($000) $103 Shares 3,000 Est. Cost $31.28 Unrealized -1.2%
SPYV SPDR Port S&P 500 Value ETF 0.0%
Value ($000) $103 Shares 2,048 Est. Cost $40.72 Unrealized
TFX Teleflex Inc 0.0%
Value ($000) $102 Shares 450 Est. Cost $283.70 Unrealized -17.7%
EMN Eastman Chemical Co 0.0%
Value ($000) $101 Shares 1,005 Est. Cost $86.38 Unrealized -5.7%
KKR KKR & Co Inc Cl A 0.0%
Value ($000) $101 Shares 1,000 Est. Cost $50.89 Unrealized +78.7%
CHH Choice Hotels Intl Inc 0.0%
Value ($000) $99 Shares 780 Est. Cost $125.34 Unrealized -6.4%
ESGD IShares MSCI EAFE ESG ETF 0.0%
Value ($000) $98 Shares 1,229 Est. Cost $63.50 Unrealized
FAST Fastenal Co 0.0%
Value ($000) $96 Shares 1,244 Est. Cost $23.87 Unrealized +42.4%
WSO Watsco Inc 0.0%
Value ($000) $96 Shares 222 Est. Cost $293.75 Unrealized +36.8%
KW Kennedy-Wilson Holdings Inc 0.0%
Value ($000) $95 Shares 11,116 Est. Cost $20.17 Unrealized -51.2%
TT Trane Technologies PLC 0.0%
Value ($000) $94 Shares 313 Est. Cost $135.13 Unrealized +97.6%
TYL Tyler Technologies Inc 0.0%
Value ($000) $93 Shares 219 Est. Cost $424.13 Unrealized +0.7%
FTRE Fortrea Hldgs Inc 0.0%
Value ($000) $93 Shares 2,317 Est. Cost $29.59 Unrealized +17.2%
IAU IShares Gold Tr New 0.0%
Value ($000) $93 Shares 2,209 Est. Cost $36.39 Unrealized
WMB Williams Cos Inc 0.0%
Value ($000) $93 Shares 2,378 Est. Cost $28.03 Unrealized +17.7%
JEPQ JP Morgan Nasdaq ETF 0.0%
Value ($000) $92 Shares 1,701 Est. Cost $54.24 Unrealized
IBB IShares Nasdaq Biotechnology 0.0%
Value ($000) $92 Shares 669 Est. Cost $128.97 Unrealized
CPT Camden Ppty Tr 0.0%
Value ($000) $89 Shares 900 Est. Cost $129.16 Unrealized -30.5%
MPWR Monolithic Pwr Sys Inc 0.0%
Value ($000) $88 Shares 130 Est. Cost $410.37 Unrealized +60.2%
VIS Vanguard Industrials ETF 0.0%
Value ($000) $88 Shares 360 Est. Cost $162.04 Unrealized
L Loews Corp 0.0%
Value ($000) $88 Shares 1,119 Est. Cost $62.12 Unrealized +18.4%
VTEB Vanguard Tax Exempt Bond ETF 0.0%
Value ($000) $87 Shares 1,720 Est. Cost $50.79 Unrealized
DPZ Dominos Pizza Inc 0.0%
Value ($000) $85 Shares 172 Est. Cost $351.31 Unrealized +20.1%
EPD Enterprise Product Partners LP 0.0%
Value ($000) $85 Shares 2,907 Est. Cost $24.96 Unrealized
MU Micron Technology Inc 0.0%
Value ($000) $85 Shares 718 Est. Cost $62.68 Unrealized +43.3%
EVRG Evergy Inc NPV 0.0%
Value ($000) $85 Shares 1,585 Est. Cost $47.15 Unrealized -0.1%
ESGV Vanguard World Fd ESG US Stock ETF 0.0%
Value ($000) $84 Shares 900 Est. Cost $65.93 Unrealized
AGG IShares Core Total US Bond Fund 0.0%
Value ($000) $82 Shares 837 Est. Cost $98.48 Unrealized
United States Steel Corp New 0.0%
Value ($000) $82 Shares 2,000 Est. Cost $32.48 Unrealized
BMI Badger Meter Inc 0.0%
Value ($000) $81 Shares 500 Est. Cost $80.46 Unrealized +88.4%
WTFC Wintrust Finl Corp 0.0%
Value ($000) $81 Shares 775 Est. Cost $86.11 Unrealized +12.1%
HUM Humana Inc 0.0%
Value ($000) $80 Shares 232 Est. Cost $428.58 Unrealized -13.8%
DMXF Ishs ESG Advanced MSCI EAFE ETF 0.0%
Value ($000) $80 Shares 1,175 Est. Cost $68.13 Unrealized
IDXX Idexx Labs Inc 0.0%
Value ($000) $80 Shares 148 Est. Cost $407.40 Unrealized +34.1%
FR First Industrial Realty Tr 0.0%
Value ($000) $80 Shares 1,517 Est. Cost $48.44 Unrealized
ALSN Allison Transmission Hldgs Inc 0.0%
Value ($000) $80 Shares 980 Est. Cost $62.64 Unrealized +5.3%
BP BP PLC Sponsored ADR 0.0%
Value ($000) $80 Shares 2,110 Est. Cost $29.06 Unrealized
RIVN Rivian Automotive Inc A 0.0%
Value ($000) $79 Shares 7,219 Est. Cost $19.22 Unrealized -25.0%
VDE Vanguard Energy ETF 0.0%
Value ($000) $79 Shares 600 Est. Cost $100.00 Unrealized
MRSH Marsh & McLennan Inc 0.0%
Value ($000) $79 Shares 382 Est. Cost $168.12 Unrealized +15.0%
VOT Vanguard Index Fds Mid-Cap Growth ETF 0.0%
Value ($000) $79 Shares 333 Est. Cost $170.25 Unrealized
VBK Vanguard Small Cap Growth ETF 0.0%
Value ($000) $78 Shares 300 Est. Cost $260.72 Unrealized
HSIC Henry Schein Inc 0.0%
Value ($000) $78 Shares 1,032 Est. Cost $83.82 Unrealized -10.5%
SHOP Shopify Inc 0.0%
Value ($000) $77 Shares 1,000 Est. Cost $34.84 Unrealized +126.7%
FLIN Franklin Templeton EFT Tr 0.0%
Value ($000) $76 Shares 2,069 Est. Cost $36.85 Unrealized
KRC Kilroy Realty 0.0%
Value ($000) $76 Shares 2,091 Est. Cost $52.56 Unrealized
CHTR Charter Communications Inc 0.0%
Value ($000) $76 Shares 262 Est. Cost $342.98 Unrealized -6.3%
CAL Caleres Inc 0.0%
Value ($000) $76 Shares 1,850 Est. Cost $23.61 Unrealized +43.8%
Royce Small Cap Tr Inc 0.0%
Value ($000) $76 Shares 5,000 Est. Cost $15.17 Unrealized
IEI IShares Lehman 3-7 Yr Treas Bond Fd 0.0%
Value ($000) $75 Shares 650 Est. Cost $116.81 Unrealized
GRMN Garmin Ltd 0.0%
Value ($000) $74 Shares 500 Est. Cost $96.97 Unrealized +31.6%
SCHB Schwab Strategic Tr US Broad Mkt ETF 0.0%
Value ($000) $74 Shares 1,213 Est. Cost $61.05 Unrealized
WYNN Wynn Resorts Ltd 0.0%
Value ($000) $74 Shares 720 Est. Cost $97.33 Unrealized 0.0%
COR Cencora Inc 0.0%
Value ($000) $73 Shares 300 Est. Cost $147.67 Unrealized +53.3%
XEL Xcel Energy Inc 0.0%
Value ($000) $73 Shares 1,355 Est. Cost $63.11 Unrealized -15.5%
VCIT Vanguard Int Term Corp Bond ETF 0.0%
Value ($000) $72 Shares 897 Est. Cost $80.51 Unrealized
SEDG Solaredge Technologies Inc 0.0%
Value ($000) $71 Shares 1,001 Est. Cost $62.83 Unrealized +14.9%
MGK Vanguard Mega Cap Growth ETF 0.0%
Value ($000) $71 Shares 246 Est. Cost $221.60 Unrealized
CTS CTS Corp 0.0%
Value ($000) $70 Shares 1,500 Est. Cost $35.75 Unrealized +21.9%
CHKP Check Point Software Technologies 0.0%
Value ($000) $69 Shares 423 Est. Cost $127.36 Unrealized +25.9%
KDP Keurig Dr Pepper Inc 0.0%
Value ($000) $69 Shares 2,255 Est. Cost $32.06 Unrealized -9.4%
OTTR Otter Tail Power Co 0.0%
Value ($000) $69 Shares 800 Est. Cost $70.21 Unrealized +17.6%
BF/A Brown Foreman Distillers Corp Cl A 0.0%
Value ($000) $69 Shares 1,300 Est. Cost $57.71 Unrealized -5.6%
KEYS Keysight Technologies Inc 0.0%
Value ($000) $68 Shares 438 Est. Cost $142.25 Unrealized +8.1%
GOOD Gladstone Commercial 0.0%
Value ($000) $68 Shares 4,940 Est. Cost $18.95 Unrealized
MTUM IShares Edge MSCI USA Momentum Factor ETF 0.0%
Value ($000) $68 Shares 361 Est. Cost $137.02 Unrealized
AEE Ameren Corp 0.0%
Value ($000) $67 Shares 900 Est. Cost $82.55 Unrealized -18.9%
VMC Vulcan Materials Company 0.0%
Value ($000) $66 Shares 243 Est. Cost $188.83 Unrealized +28.7%
ADM Archer Daniels Midland Co 0.0%
Value ($000) $65 Shares 1,036 Est. Cost $54.87 Unrealized -0.1%
ARE Alexandria Real Estate Equities Inc 0.0%
Value ($000) $64 Shares 500 Est. Cost $95.66 Unrealized +15.6%
HWM Howmet Aerospace Inc 0.0%
Value ($000) $64 Shares 938 Est. Cost $46.93 Unrealized +30.0%
PAYC Paycom Software Inc 0.0%
Value ($000) $64 Shares 320 Est. Cost $289.25 Unrealized -34.8%
PAR Par Technology Corp 0.0%
Value ($000) $64 Shares 1,400 Est. Cost $44.19 Unrealized 0.0%
SCHP Schwab Strategic Tr US Tips ETF 0.0%
Value ($000) $63 Shares 1,211 Est. Cost $52.16 Unrealized
ALC Alcon AG 0.0%
Value ($000) $63 Shares 754 Est. Cost $79.67 Unrealized 0.0%
KD Kyndryl Hldgs Inc 0.0%
Value ($000) $63 Shares 2,885 Est. Cost $21.27 Unrealized 0.0%
C Citigroup Inc New 0.0%
Value ($000) $62 Shares 988 Est. Cost $47.23 Unrealized +11.2%
JCI Johnson Controls Intl PLC 0.0%
Value ($000) $62 Shares 956 Est. Cost $53.91 Unrealized +5.0%
TQQQ Proshares Ultrapro QQQ 0.0%
Value ($000) $62 Shares 1,006 Est. Cost $23.86 Unrealized
HYMB SPDR Nuveen Bloomberg 0.0%
Value ($000) $62 Shares 2,409 Est. Cost $25.69 Unrealized
CWST Casella Waste Systems Inc Cl A 0.0%
Value ($000) $62 Shares 625 Est. Cost $83.51 Unrealized +7.3%
XLE Select Sector SPDR Energy ETF 0.0%
Value ($000) $61 Shares 649 Est. Cost $74.95 Unrealized
HYD Vaneck Vectors High Yield Mun Index ETF 0.0%
Value ($000) $61 Shares 1,169 Est. Cost $52.26 Unrealized
DES Wisdomtree SmallCap Dividend 0.0%
Value ($000) $60 Shares 1,825 Est. Cost $28.28 Unrealized
VGIT Vanguard Int Term Treas Fd ETF 0.0%
Value ($000) $59 Shares 1,016 Est. Cost $58.55 Unrealized
XYZ Block Inc 0.0%
Value ($000) $59 Shares 702 Est. Cost $72.33 Unrealized 0.0%
CAG Conagra Brands Inc 0.0%
Value ($000) $59 Shares 2,000 Est. Cost $26.95 Unrealized -4.6%
TXNM PNM Resources Inc 0.0%
Value ($000) $56 Shares 1,500 Est. Cost $46.88 Unrealized -20.6%
RMD Resmed Inc 0.0%
Value ($000) $56 Shares 284 Est. Cost $207.31 Unrealized -13.1%
IUSV IShares Core S&P US Value ETF 0.0%
Value ($000) $56 Shares 614 Est. Cost $81.62 Unrealized
Blackrock Science & Technology Tr 0.0%
Value ($000) $55 Shares 1,500 Est. Cost $32.50 Unrealized
Southstate Corp 0.0%
Value ($000) $55 Shares 650 Est. Cost $76.92 Unrealized
BXP Boston Properties Inc 0.0%
Value ($000) $55 Shares 845 Est. Cost $89.63 Unrealized -33.6%
AIG American Intl Group Inc New 0.0%
Value ($000) $55 Shares 700 Est. Cost $53.46 Unrealized +28.1%
OCUL Ocular Therapeutix Inc 0.0%
Value ($000) $55 Shares 6,000 Est. Cost $3.38 Unrealized +109.9%
LEN Lennar Corp 0.0%
Value ($000) $54 Shares 315 Est. Cost $69.41 Unrealized +110.7%
WEC WEC Energy Group Inc 0.0%
Value ($000) $54 Shares 654 Est. Cost $83.05 Unrealized -9.4%
CPB Campbell Soup Co 0.0%
Value ($000) $53 Shares 1,200 Est. Cost $41.66 Unrealized -3.0%
MRNA Moderna Inc 0.0%
Value ($000) $53 Shares 500 Est. Cost $142.94 Unrealized -29.5%
TSCO Tractor Supply Co 0.0%
Value ($000) $53 Shares 203 Est. Cost $45.10 Unrealized +2.7%
NRG NRG Energy Inc New 0.0%
Value ($000) $53 Shares 776 Est. Cost $53.39 Unrealized +1.9%
FRPH FRP Hldgs Inc 0.0%
Value ($000) $52 Shares 850 Est. Cost $29.15 Unrealized +2.8%
NOBL S&P 500 Aristocrats ETF 0.0%
Value ($000) $51 Shares 504 Est. Cost $89.20 Unrealized
ICLR Icon PLC 0.0%
Value ($000) $50 Shares 150 Est. Cost $294.81 Unrealized 0.0%
VHT Vanguard Health Care ETF 0.0%
Value ($000) $50 Shares 186 Est. Cost $236.56 Unrealized
PDBC Invesco Optimum Yld Div Comdty Fd ETF 0.0%
Value ($000) $50 Shares 3,626 Est. Cost $13.37 Unrealized
ATR Aptargroup Inc 0.0%
Value ($000) $49 Shares 344 Est. Cost $128.58 Unrealized +2.7%
SRE Sempra 0.0%
Value ($000) $49 Shares 686 Est. Cost $68.88 Unrealized -2.3%
LQD IShares Iboxx $ Investment Grade Corp Bd Fd 0.0%
Value ($000) $49 Shares 450 Est. Cost $110.66 Unrealized
DCI Donaldson Inc 0.0%
Value ($000) $49 Shares 650 Est. Cost $59.95 Unrealized +10.0%
F Ford Motor Company New 0.0%
Value ($000) $48 Shares 3,602 Est. Cost $10.38 Unrealized +3.0%
Bank Amer Corp Conv Pfd Ser L 0.0%
Value ($000) $48 Shares 40 Est. Cost $1193.88 Unrealized
SPYD SPDR S&P 500 High Divd ETF 0.0%
Value ($000) $47 Shares 1,160 Est. Cost $39.66 Unrealized
LEN/B Lennar Corp Cl B 0.0%
Value ($000) $47 Shares 306 Est. Cost $56.95 Unrealized +129.7%
INMD Inmode Ltd 0.0%
Value ($000) $47 Shares 2,168 Est. Cost $27.67 Unrealized -19.2%
RHP Ryman Hospitality Pptys Inc 0.0%
Value ($000) $46 Shares 400 Est. Cost $75.00 Unrealized
J Jacobs Solutions Inc 0.0%
Value ($000) $46 Shares 300 Est. Cost $100.68 Unrealized +14.5%
FITB Fifth Third Bancorp 0.0%
Value ($000) $46 Shares 1,225 Est. Cost $32.35 Unrealized +0.1%
BOX Box Inc Cl A 0.0%
Value ($000) $45 Shares 1,600 Est. Cost $27.94 Unrealized -3.9%
VTRS Viatris Inc 0.0%
Value ($000) $45 Shares 3,785 Est. Cost $11.04 Unrealized 0.0%
TXT Textron Inc 0.0%
Value ($000) $45 Shares 470 Est. Cost $74.34 Unrealized +16.2%
CPRT Copart Inc 0.0%
Value ($000) $45 Shares 778 Est. Cost $47.24 Unrealized +8.8%
AVY Avery Dennison Corporation 0.0%
Value ($000) $45 Shares 200 Est. Cost $171.24 Unrealized +16.8%
CLF Cleveland Cliffs Inc 0.0%
Value ($000) $43 Shares 1,905 Est. Cost $19.82 Unrealized 0.0%
HAL Halliburton Company 0.0%
Value ($000) $43 Shares 1,087 Est. Cost $33.12 Unrealized +3.0%
SRLN SPDR Blackstone Senior ETF 0.0%
Value ($000) $43 Shares 1,015 Est. Cost $42.11 Unrealized
ASML ASML Hldg NV NY 0.0%
Value ($000) $43 Shares 44 Est. Cost $518.70 Unrealized
HASI Hannon Armstrong Sustainable Infrastructure 0.0%
Value ($000) $43 Shares 1,500 Est. Cost $30.72 Unrealized -27.3%
UBS London Fi Enhanced Large Cap 0.0%
Value ($000) $42 Shares 50 Est. Cost $400.00 Unrealized
BEN Franklin Resource Inc 0.0%
Value ($000) $42 Shares 1,500 Est. Cost $21.97 Unrealized +11.9%
IHE IShares US Pharmaceuticals ETF 0.0%
Value ($000) $41 Shares 609 Est. Cost $104.26 Unrealized
FLS Flowserve Corp 0.0%
Value ($000) $41 Shares 902 Est. Cost $29.56 Unrealized +38.1%
XLF Financial Select Sector SPDR ETF 0.0%
Value ($000) $41 Shares 975 Est. Cost $31.34 Unrealized
XLV Amex Healthcare Select Sector SPDR ETF 0.0%
Value ($000) $41 Shares 275 Est. Cost $132.73 Unrealized
CRL Charles Riv Laboratories Intl 0.0%
Value ($000) $40 Shares 148 Est. Cost $238.81 Unrealized 0.0%
AXSM Axsome Therapeutics Inc 0.0%
Value ($000) $40 Shares 500 Est. Cost $83.94 Unrealized 0.0%
FANG Diamondback Energy Inc 0.0%
Value ($000) $40 Shares 200 Est. Cost $123.77 Unrealized +28.5%
ITA IShares Dow Jones US Aerospace & Defense Idx 0.0%
Value ($000) $40 Shares 300 Est. Cost $100.00 Unrealized
XLU Utilities Select Sector SPDR ETF 0.0%
Value ($000) $39 Shares 600 Est. Cost $69.31 Unrealized
HUN Huntsman Corp 0.0%
Value ($000) $39 Shares 1,500 Est. Cost $24.82 Unrealized 0.0%
IP International Paper Co 0.0%
Value ($000) $39 Shares 1,000 Est. Cost $33.61 Unrealized 0.0%
XJH Ishs ESG Screened S&P Mid Cap ETF 0.0%
Value ($000) $39 Shares 949 Est. Cost $41.08 Unrealized
GDXJ Vaneck Vectors Jr Gold Miners ETF 0.0%
Value ($000) $39 Shares 1,000 Est. Cost $32.23 Unrealized
VXF Vanguard Extended Mkts Index Fd ETF 0.0%
Value ($000) $39 Shares 220 Est. Cost $131.82 Unrealized
MRVL Marvell Technology Inc 0.0%
Value ($000) $38 Shares 542 Est. Cost $68.06 Unrealized 0.0%
MFC Manulife Finl Corp 0.0%
Value ($000) $38 Shares 1,533 Est. Cost $18.99 Unrealized +21.0%
MGC Vanguard Mega Cap 300 Idx ETF 0.0%
Value ($000) $38 Shares 202 Est. Cost $133.66 Unrealized
REET IShares Global REIT ETF 0.0%
Value ($000) $37 Shares 1,566 Est. Cost $21.78 Unrealized
ON On Semiconductor Corp 0.0%
Value ($000) $37 Shares 504 Est. Cost $76.75 Unrealized -0.3%
ENTG Entegris Inc 0.0%
Value ($000) $37 Shares 260 Est. Cost $100.54 Unrealized +26.1%
ARRY Array Technologies Inc 0.0%
Value ($000) $36 Shares 2,440 Est. Cost $13.80 Unrealized 0.0%
XLB Select Sector SPDR Tr Materials 0.0%
Value ($000) $36 Shares 390 Est. Cost $83.55 Unrealized
STT State Street Corp 0.0%
Value ($000) $35 Shares 450 Est. Cost $63.70 Unrealized +9.2%
ELV Elevance Health Inc 0.0%
Value ($000) $35 Shares 67 Est. Cost $466.72 Unrealized +3.2%
COO Cooper Cos Inc 0.0%
Value ($000) $34 Shares 340 Est. Cost $96.75 Unrealized 0.0%
Cambridge Bancorp 0.0%
Value ($000) $34 Shares 500 Est. Cost $68.16 Unrealized
MXI IShares S&P Global Materials 0.0%
Value ($000) $34 Shares 376 Est. Cost $81.85 Unrealized
ARKK Ark Innovation ETF 0.0%
Value ($000) $34 Shares 670 Est. Cost $89.58 Unrealized
IR Ingersoll Rand Inc 0.0%
Value ($000) $33 Shares 352 Est. Cost $45.34 Unrealized +88.3%
TRI Thomson Reuters Corp 0.0%
Value ($000) $33 Shares 214 Est. Cost $124.59 Unrealized +18.9%
GBIL Goldman Sachs Treasury Access 0-1 Yr ETF 0.0%
Value ($000) $33 Shares 330 Est. Cost $100.89 Unrealized
ABNB Airbnb Inc Cl A 0.0%
Value ($000) $33 Shares 198 Est. Cost $128.95 Unrealized +17.4%
BHP BHP Group Limited 0.0%
Value ($000) $33 Shares 566 Est. Cost $56.54 Unrealized
NTR Nutrien Ltd NPV 0.0%
Value ($000) $33 Shares 600 Est. Cost $70.32 Unrealized -30.5%
SWKS Skyworks Solutions Inc 0.0%
Value ($000) $32 Shares 300 Est. Cost $96.92 Unrealized +1.2%
HIG Hartford Finl Svcs Group Inc 0.0%
Value ($000) $32 Shares 315 Est. Cost $73.77 Unrealized +20.3%
MSGS Madison Square Garden Sports Corp 0.0%
Value ($000) $32 Shares 175 Est. Cost $162.29 Unrealized +14.5%
UHT Universal Health Realty Income Trust 0.0%
Value ($000) $32 Shares 870 Est. Cost $52.87 Unrealized
AER Aercap Holdings NV 0.0%
Value ($000) $32 Shares 365 Est. Cost $65.01 Unrealized +19.0%
HEDJ Wisdomtree Europe Hedged Equity Fd 0.0%
Value ($000) $31 Shares 650 Est. Cost $48.30 Unrealized
CNP Centerpoint Energy Inc 0.0%
Value ($000) $31 Shares 1,100 Est. Cost $26.70 Unrealized -0.1%
GOVT IShares US Treas Bond ETF 0.0%
Value ($000) $31 Shares 1,369 Est. Cost $22.77 Unrealized
ESGE IShares MSCI EM ESG ETF 0.0%
Value ($000) $31 Shares 964 Est. Cost $41.63 Unrealized
AVAV Aerovironment Inc 0.0%
Value ($000) $31 Shares 200 Est. Cost $88.85 Unrealized +50.3%
KBWB Invesco KBW Bank ETF 0.0%
Value ($000) $30 Shares 566 Est. Cost $45.23 Unrealized
EQIX Equinix Inc 0.0%
Value ($000) $30 Shares 36 Est. Cost $528.26 Unrealized +52.9%
LULU Lululemon Athletica Inc 0.0%
Value ($000) $30 Shares 76 Est. Cost $366.63 Unrealized +26.1%
LBTYA Liberty Global Ltd A 0.0%
Value ($000) $30 Shares 1,747 Est. Cost $8.35 Unrealized +12.6%
Liberty Media Corp Del Liberty SiriusXm Ser C 0.0%
Value ($000) $29 Shares 991 Est. Cost $25.46 Unrealized
LII Lennox Intl Inc 0.0%
Value ($000) $29 Shares 60 Est. Cost $390.92 Unrealized +14.3%
HUBB Hubbell Inc 0.0%
Value ($000) $29 Shares 70 Est. Cost $267.20 Unrealized +32.2%
SFM Sprouts Farmers Market 0.0%
Value ($000) $29 Shares 450 Est. Cost $34.91 Unrealized +59.6%
FE FirstEnergy Corp 0.0%
Value ($000) $29 Shares 750 Est. Cost $36.49 Unrealized -5.1%
CDW CDW Corp 0.0%
Value ($000) $29 Shares 112 Est. Cost $167.18 Unrealized +38.5%
ENS Enersys 0.0%
Value ($000) $28 Shares 300 Est. Cost $92.27 Unrealized 0.0%
AWI Armstrong World Inds Inc New 0.0%
Value ($000) $28 Shares 228 Est. Cost $81.24 Unrealized +33.7%
ODFL Old Dominion Freight Line Inc 0.0%
Value ($000) $28 Shares 66 Est. Cost $195.78 Unrealized +5.3%
VSS Vanguard FTSE All World ex US Sm Cap Idx ETF 0.0%
Value ($000) $28 Shares 238 Est. Cost $114.83 Unrealized
ZM Zoom Video Communications Inc Cl A 0.0%
Value ($000) $27 Shares 413 Est. Cost $98.83 Unrealized -32.6%
VGK Vanguard FTSE Europe ETF 0.0%
Value ($000) $27 Shares 400 Est. Cost $67.34 Unrealized
NTRS Northern Trust Corp 0.0%
Value ($000) $27 Shares 300 Est. Cost $89.24 Unrealized -13.3%
IBIT IShares Bitcoin Tr Shs 0.0%
Value ($000) $26 Shares 650 Est. Cost $40.47 Unrealized
ETR Entergy Corp New 0.0%
Value ($000) $26 Shares 245 Est. Cost $47.68 Unrealized 0.0%
LNC Lincoln National Corp Inc 0.0%
Value ($000) $26 Shares 800 Est. Cost $24.79 Unrealized 0.0%
BWA Borg Warner Inc 0.0%
Value ($000) $25 Shares 732 Est. Cost $31.87 Unrealized -0.1%
FBTC Fidelity Wise Origin Bitcoin Fd Shs 0.0%
Value ($000) $25 Shares 409 Est. Cost $62.06 Unrealized
DLTR Dollar Tree Inc 0.0%
Value ($000) $25 Shares 189 Est. Cost $120.44 Unrealized +14.3%
ITT ITT Inc 0.0%
Value ($000) $25 Shares 183 Est. Cost $71.25 Unrealized +74.1%
SCHM Schwab Mid Cap ETF 0.0%
Value ($000) $25 Shares 305 Est. Cost $81.43 Unrealized
Walgreens Boots Alliance Inc 0.0%
Value ($000) $25 Shares 1,144 Est. Cost $34.55 Unrealized
GUNR Flexshs Morningstar Glbl Upstream Nat Res Idx 0.0%
Value ($000) $25 Shares 602 Est. Cost $40.07 Unrealized
EZM Wisdomtree Midcap Earnings 0.0%
Value ($000) $24 Shares 400 Est. Cost $49.74 Unrealized
OGN Organon & Co 0.0%
Value ($000) $24 Shares 1,298 Est. Cost $15.85 Unrealized 0.0%
XJR Ishs ESG Screened S&P Small Cap ETF 0.0%
Value ($000) $24 Shares 621 Est. Cost $39.17 Unrealized
TRP TC Energy Corp 0.0%
Value ($000) $24 Shares 600 Est. Cost $39.87 Unrealized -9.0%
IRM Iron Mtn Inc New 0.0%
Value ($000) $24 Shares 300 Est. Cost $45.77 Unrealized +48.6%
RACE Ferrari NV 0.0%
Value ($000) $24 Shares 55 Est. Cost $387.39 Unrealized 0.0%
ACWI IShares MSCI ACWI ETF 0.0%
Value ($000) $24 Shares 217 Est. Cost $110.13 Unrealized
PCAR Paccar Inc 0.0%
Value ($000) $24 Shares 192 Est. Cost $57.73 Unrealized +74.6%
GRNB Vaneck Green Bond ETF 0.0%
Value ($000) $24 Shares 1,000 Est. Cost $23.30 Unrealized
WBS Webster Financial Corp 0.0%
Value ($000) $24 Shares 467 Est. Cost $48.16 Unrealized +1.5%
BAM Brookfield Asset Mgmt Ltd 0.0%
Value ($000) $24 Shares 562 Est. Cost $27.10 Unrealized +40.1%
CGW Invesco S&P Global Water Index ETF 0.0%
Value ($000) $24 Shares 425 Est. Cost $44.71 Unrealized
CTAS Cintas Corporation 0.0%
Value ($000) $23 Shares 34 Est. Cost $105.95 Unrealized +43.2%
MYE Myers Industries Inc 0.0%
Value ($000) $23 Shares 1,000 Est. Cost $20.11 Unrealized -8.4%
WTW Willis Towers Watson PLC 0.0%
Value ($000) $23 Shares 84 Est. Cost $203.98 Unrealized +26.0%
KNSL Kinsale Cap Group Inc 0.0%
Value ($000) $23 Shares 44 Est. Cost $219.87 Unrealized +104.9%
LW Lamb Weston Hldgs Inc 0.0%
Value ($000) $23 Shares 216 Est. Cost $92.03 Unrealized +8.4%
ZION Zions Bancorporation 0.0%
Value ($000) $23 Shares 530 Est. Cost $43.71 Unrealized -5.6%
POOL Pool Corp 0.0%
Value ($000) $23 Shares 57 Est. Cost $347.78 Unrealized +9.2%
SMH Vaneck Semiconductor ETF 0.0%
Value ($000) $23 Shares 102 Est. Cost $224.99 Unrealized
DXJ Wisdomtree Japan Hedged Equity Fd 0.0%
Value ($000) $23 Shares 210 Est. Cost $70.72 Unrealized
LIT Global X Lithium & Battery Tech ETF 0.0%
Value ($000) $23 Shares 500 Est. Cost $66.03 Unrealized
GEN Gen Digital Inc 0.0%
Value ($000) $22 Shares 1,000 Est. Cost $21.43 Unrealized -0.1%
ODC Oil Dri Corp Amer 0.0%
Value ($000) $22 Shares 300 Est. Cost $13.10 Unrealized +163.1%
GSK GSK PLC ADR 0.0%
Value ($000) $22 Shares 519 Est. Cost $39.23 Unrealized
NEU Newmarket Corp 0.0%
Value ($000) $22 Shares 35 Est. Cost $484.07 Unrealized +19.7%
INGR Ingredion Inc 0.0%
Value ($000) $22 Shares 190 Est. Cost $89.86 Unrealized +25.3%
MAT Mattel Inc 0.0%
Value ($000) $22 Shares 1,120 Est. Cost $21.60 Unrealized -12.3%
VT Vanguard Intl Equity Total World Idx Fd ETF 0.0%
Value ($000) $22 Shares 200 Est. Cost $86.21 Unrealized
STE Steris PLC Ord 0.0%
Value ($000) $22 Shares 97 Est. Cost $207.61 Unrealized +6.9%
POST Post Hldgs Inc 0.0%
Value ($000) $21 Shares 201 Est. Cost $84.88 Unrealized +18.1%
REGN Regeneron Pharmaceuticals Inc 0.0%
Value ($000) $21 Shares 22 Est. Cost $919.22 Unrealized +2.9%
DG Dollar Gen Corp New 0.0%
Value ($000) $21 Shares 135 Est. Cost $178.59 Unrealized -23.6%
MC Moelis & Co Cl A 0.0%
Value ($000) $21 Shares 371 Est. Cost $42.63 Unrealized +17.5%
BF/B Brown Forman Corp Cl B 0.0%
Value ($000) $21 Shares 404 Est. Cost $56.09 Unrealized -5.4%
MPLX MPLX LP 0.0%
Value ($000) $21 Shares 500 Est. Cost $30.00 Unrealized
NVT nVent Electric PLC 0.0%
Value ($000) $21 Shares 275 Est. Cost $37.67 Unrealized +66.9%
IIPR Innovative Industrial Properties Inc 0.0%
Value ($000) $21 Shares 200 Est. Cost $105.60 Unrealized
CW Curtiss-Wright Corp 0.0%
Value ($000) $20 Shares 80 Est. Cost $140.24 Unrealized +65.0%
IWC IShares Russell Microcap Index Fund 0.0%
Value ($000) $20 Shares 168 Est. Cost $101.19 Unrealized
RPD Rapid7 Inc 0.0%
Value ($000) $20 Shares 415 Est. Cost $54.87 Unrealized 0.0%
STWD Starwood Property Trust Inc REIT 0.0%
Value ($000) $20 Shares 1,000 Est. Cost $21.00 Unrealized
Interpublic Group Cos Inc 0.0%
Value ($000) $20 Shares 600 Est. Cost $29.99 Unrealized 0.0%
YUMC Yum China Holdings Inc 0.0%
Value ($000) $19 Shares 480 Est. Cost $60.31 Unrealized -34.5%
WDFC WD 40 0.0%
Value ($000) $19 Shares 75 Est. Cost $175.17 Unrealized +42.8%
UBER Uber Technologies Inc 0.0%
Value ($000) $19 Shares 245 Est. Cost $71.78 Unrealized 0.0%
CC Chemours Co 0.0%
Value ($000) $19 Shares 716 Est. Cost $31.44 Unrealized -16.2%
CXT Crane Nxt Co 0.0%
Value ($000) $19 Shares 300 Est. Cost $51.81 Unrealized +10.7%
ITOT IShares S&P 1500 ETF 0.0%
Value ($000) $18 Shares 160 Est. Cost $81.55 Unrealized
CBRE CBRE Group Inc Cl A 0.0%
Value ($000) $18 Shares 189 Est. Cost $77.74 Unrealized +15.5%
TWLO Twilio Inc Cl A 0.0%
Value ($000) $18 Shares 300 Est. Cost $65.86 Unrealized 0.0%
IOO IShares Global 100 ETF 0.0%
Value ($000) $18 Shares 204 Est. Cost $89.41 Unrealized
PAVE Global X US Infrastructure ETF 0.0%
Value ($000) $18 Shares 455 Est. Cost $26.34 Unrealized
TDY Teledyne Technologies Inc 0.0%
Value ($000) $18 Shares 42 Est. Cost $410.10 Unrealized +4.6%
PLD ProLogis Inc 0.0%
Value ($000) $18 Shares 138 Est. Cost $120.68 Unrealized +1.4%
AVUV American Century Avantis US Sm Cap Value ETF 0.0%
Value ($000) $18 Shares 190 Est. Cost $93.71 Unrealized
DLN Wisdomtree US Large Cap Divd Fd ETF 0.0%
Value ($000) $18 Shares 246 Est. Cost $72.19 Unrealized
DGRW Wisdomtree US Quality Dividend ETF 0.0%
Value ($000) $18 Shares 231 Est. Cost $59.41 Unrealized
PNR Pentair PLC 0.0%
Value ($000) $17 Shares 200 Est. Cost $47.74 Unrealized +55.8%
WPC W P Carey Inc 0.0%
Value ($000) $16 Shares 291 Est. Cost $67.56 Unrealized
EFV IShares MSCI EAFE Value Index Fund 0.0%
Value ($000) $16 Shares 300 Est. Cost $48.53 Unrealized
ORA Ormat Technologies Inc 0.0%
Value ($000) $16 Shares 241 Est. Cost $65.97 Unrealized 0.0%
SPYG SPDR S&P 500 Growth Fd 0.0%
Value ($000) $16 Shares 215 Est. Cost $59.28 Unrealized
WELL Welltower Inc 0.0%
Value ($000) $15 Shares 164 Est. Cost $83.49 Unrealized +4.4%
FIW First Tr Water ETF 0.0%
Value ($000) $15 Shares 150 Est. Cost $73.33 Unrealized
MCI Barings Corporate Invs 0.0%
Value ($000) $15 Shares 888 Est. Cost $13.51 Unrealized
IT Gartner Inc 0.0%
Value ($000) $15 Shares 32 Est. Cost $399.48 Unrealized +15.2%
Barrick Gold Corporation 0.0%
Value ($000) $15 Shares 900 Est. Cost $16.46 Unrealized
BRBR Bellring Brands Inc 0.0%
Value ($000) $15 Shares 253 Est. Cost $48.22 Unrealized +18.1%
Blackrock Res & Commodities Strategy Tr 0.0%
Value ($000) $15 Shares 1,600 Est. Cost $8.75 Unrealized
BABA Alibaba Group Hldg Ltd ADR 0.0%
Value ($000) $14 Shares 200 Est. Cost $109.26 Unrealized
WDAY Workday Inc 0.0%
Value ($000) $14 Shares 53 Est. Cost $238.09 Unrealized +19.6%
BUG Global X Cybersecurity ETF 0.0%
Value ($000) $14 Shares 479 Est. Cost $25.14 Unrealized
ALB Albemarle Corp 0.0%
Value ($000) $14 Shares 108 Est. Cost $214.74 Unrealized -44.7%
MSCI MSCI Inc Cl A 0.0%
Value ($000) $14 Shares 25 Est. Cost $463.87 Unrealized +18.5%
GSLC Goldman Sachs Activebeta US Lg Cap Equity ETF 0.0%
Value ($000) $14 Shares 134 Est. Cost $74.63 Unrealized
ASA Gold & Precious Metals Ltd 0.0%
Value ($000) $14 Shares 900 Est. Cost $14.44 Unrealized
RUN Sunrun Inc 0.0%
Value ($000) $14 Shares 1,047 Est. Cost $13.75 Unrealized 0.0%
Kaman Corporation 0.0%
Value ($000) $14 Shares 300 Est. Cost $30.00 Unrealized
JJSF J & J Snack Foods Corp NPV 0.0%
Value ($000) $14 Shares 95 Est. Cost $144.11 Unrealized 0.0%
BALL Ball Corp 0.0%
Value ($000) $14 Shares 202 Est. Cost $50.04 Unrealized +18.3%
EQNR Equinor ASA ADR 0.0%
Value ($000) $14 Shares 500 Est. Cost $27.03 Unrealized
AMAL Amalgamated Financial Corp 0.0%
Value ($000) $13 Shares 560 Est. Cost $15.24 Unrealized +55.4%
RYN Rayonier Inc (Reit) 0.0%
Value ($000) $13 Shares 401 Est. Cost $31.50 Unrealized
JEF Jefferies Finl Group Inc 0.0%
Value ($000) $13 Shares 300 Est. Cost $29.51 Unrealized +33.5%
BNS Bank Of Nova Scotia Halifax 0.0%
Value ($000) $13 Shares 250 Est. Cost $43.77 Unrealized 0.0%
IWL IShares Russell Top 200 ETF 0.0%
Value ($000) $13 Shares 100 Est. Cost $90.00 Unrealized
KLG WK Kellogg Co 0.0%
Value ($000) $13 Shares 670 Est. Cost $13.14 Unrealized
DLB Dolby Laboratories Inc Cl A 0.0%
Value ($000) $13 Shares 150 Est. Cost $70.94 Unrealized +12.3%
BIRK Birkenstock Holding Plc 0.0%
Value ($000) $13 Shares 265 Est. Cost $43.30 Unrealized +10.3%
PAAS Pan American Silver Corp 0.0%
Value ($000) $12 Shares 800 Est. Cost $14.97 Unrealized -7.8%
Bancroft Fund Ltd 0.0%
Value ($000) $12 Shares 752 Est. Cost $17.05 Unrealized
ALEX Alexander & Baldwin Inc New 0.0%
Value ($000) $12 Shares 728 Est. Cost $16.97 Unrealized
IGPT Invesco AI and Next Generation Software ETF 0.0%
Value ($000) $11 Shares 250 Est. Cost $45.24 Unrealized
VNQI Vanguard Global Ex US Real Estate Idx Fd ETF 0.0%
Value ($000) $11 Shares 267 Est. Cost $42.14 Unrealized
IDV IShares Dow Jones International Select Divd 0.0%
Value ($000) $11 Shares 400 Est. Cost $26.20 Unrealized
GM Gen Mtrs Co 0.0%
Value ($000) $11 Shares 243 Est. Cost $34.77 Unrealized +9.3%
Liberty Media Corp Del Liberty Live Ser C 0.0%
Value ($000) $11 Shares 247 Est. Cost $43.82 Unrealized
VMBS Vanguard Mtg Backed Secs ETF 0.0%
Value ($000) $11 Shares 231 Est. Cost $45.61 Unrealized
ELME Elme Communities 0.0%
Value ($000) $10 Shares 750 Est. Cost $21.60 Unrealized
IGIB IShares 5 - 10 Yr Inv Grade Corp Bond ETF 0.0%
Value ($000) $10 Shares 200 Est. Cost $51.60 Unrealized
TMDX Transmedics Group Inc 0.0%
Value ($000) $10 Shares 137 Est. Cost $71.98 Unrealized +14.5%
DXCM Dexcom Inc 0.0%
Value ($000) $10 Shares 72 Est. Cost $101.46 Unrealized +23.9%
ILF IShares S&P Latin America 40 Index Fund 0.0%
Value ($000) $10 Shares 347 Est. Cost $23.05 Unrealized
RF Regions Financial Corp New 0.0%
Value ($000) $10 Shares 469 Est. Cost $16.93 Unrealized +2.7%
NTRA Natera Inc 0.0%
Value ($000) $10 Shares 105 Est. Cost $37.02 Unrealized +103.1%
Saba Capital Income & Oprnt Fd 0.0%
Value ($000) $9 Shares 1,300 Est. Cost $7.61 Unrealized
VRSK Verisk Analytics Inc 0.0%
Value ($000) $9 Shares 40 Est. Cost $182.08 Unrealized +30.3%
SUI Sun Communities Inc REIT 0.0%
Value ($000) $9 Shares 73 Est. Cost $128.58 Unrealized
LYB LyondellBasell Ind NV A 0.0%
Value ($000) $9 Shares 90 Est. Cost $71.96 Unrealized +16.9%
MELI Mercado Libre Inc 0.0%
Value ($000) $9 Shares 6 Est. Cost $1636.68 Unrealized 0.0%
SYM Symbotic Inc Class A 0.0%
Value ($000) $9 Shares 200 Est. Cost $32.85 Unrealized +33.4%
ENVX Enovix Corporation 0.0%
Value ($000) $9 Shares 1,115 Est. Cost $12.21 Unrealized -18.7%
AMRC Ameresco Inc 0.0%
Value ($000) $9 Shares 365 Est. Cost $26.02 Unrealized -13.9%
VDC Vanguard Consumer Staples ETF 0.0%
Value ($000) $9 Shares 43 Est. Cost $183.30 Unrealized
HOG Harley Davidson Inc 0.0%
Value ($000) $9 Shares 200 Est. Cost $35.54 Unrealized +4.0%
DHI D R Horton Inc 0.0%
Value ($000) $9 Shares 52 Est. Cost $145.59 Unrealized +1.1%
CODI Compass Diversified Hldgs LLC 0.0%
Value ($000) $8 Shares 350 Est. Cost $19.64 Unrealized +9.1%
SLVM Sylvamo Corp 0.0%
Value ($000) $8 Shares 136 Est. Cost $50.38 Unrealized 0.0%
KMI Kinder Morgan Inc 0.0%
Value ($000) $8 Shares 457 Est. Cost $15.93 Unrealized +0.3%
WHR Whirlpool Corp 0.0%
Value ($000) $8 Shares 69 Est. Cost $173.89 Unrealized -35.9%
HAIL SPDR S&P Kensho Smart Mobility ETF 0.0%
Value ($000) $8 Shares 275 Est. Cost $32.73 Unrealized
HALO Halozyme Therapeutics Inc 0.0%
Value ($000) $8 Shares 200 Est. Cost $37.49 Unrealized 0.0%
DBEM XTrackers MSCI Emerg Mkts Hedge Eqty ETF 0.0%
Value ($000) $8 Shares 329 Est. Cost $23.92 Unrealized
UTL Unitil Corp 0.0%
Value ($000) $8 Shares 150 Est. Cost $53.98 Unrealized -6.7%
PII Polaris Inds Inc 0.0%
Value ($000) $8 Shares 75 Est. Cost $110.04 Unrealized -16.5%
DTE DTE Energy Co 0.0%
Value ($000) $7 Shares 66 Est. Cost $113.51 Unrealized -11.1%
BSY Bentley Sys Inc Cl B 0.0%
Value ($000) $7 Shares 140 Est. Cost $49.78 Unrealized 0.0%
CDRE Cadre Hldgs Inc 0.0%
Value ($000) $7 Shares 200 Est. Cost $23.50 Unrealized +45.0%
PLOW Douglas Dynamics Inc 0.0%
Value ($000) $7 Shares 300 Est. Cost $25.31 Unrealized 0.0%
IFF Intl Flavors & Fragrances Inc 0.0%
Value ($000) $7 Shares 83 Est. Cost $68.80 Unrealized +12.1%
STAG Stag Indl Inc 0.0%
Value ($000) $7 Shares 175 Est. Cost $30.00 Unrealized
VICI Vici Pptys Inc 0.0%
Value ($000) $7 Shares 225 Est. Cost $25.92 Unrealized +3.6%
TWO Two Hbrs Invt Corp 0.0%
Value ($000) $7 Shares 506 Est. Cost $13.88 Unrealized
SITE Siteone Landscape Supply Inc 0.0%
Value ($000) $7 Shares 38 Est. Cost $163.32 Unrealized +1.0%
BEAM Beam Therapeutics Inc 0.0%
Value ($000) $7 Shares 200 Est. Cost $31.16 Unrealized 0.0%
BCE BCE Inc New 0.0%
Value ($000) $7 Shares 194 Est. Cost $36.65 Unrealized -11.3%
SPH Suburban Propane LP 0.0%
Value ($000) $7 Shares 322 Est. Cost $20.43 Unrealized
MPX Marine Products Corp 0.0%
Value ($000) $6 Shares 553 Est. Cost $8.47 Unrealized +5.3%
URI United Rentals Inc 0.0%
Value ($000) $6 Shares 9 Est. Cost $631.12 Unrealized 0.0%
PIO Invesco Global Water ETF 0.0%
Value ($000) $6 Shares 150 Est. Cost $32.65 Unrealized
OMC Omnicom Group Inc 0.0%
Value ($000) $6 Shares 66 Est. Cost $79.69 Unrealized +5.5%
IVLU IShares MSCI Intl Value Fund 0.0%
Value ($000) $6 Shares 226 Est. Cost $26.51 Unrealized
KEY Keycorp New 0.0%
Value ($000) $6 Shares 400 Est. Cost $13.16 Unrealized 0.0%
FCN FTI Consulting Inc 0.0%
Value ($000) $6 Shares 30 Est. Cost $165.67 Unrealized +21.3%
Amcor PLC 0.0%
Value ($000) $6 Shares 663 Est. Cost $8.72 Unrealized 0.0%
HCA HCA Healthcare Inc 0.0%
Value ($000) $6 Shares 18 Est. Cost $295.84 Unrealized +1.8%
DGX Quest Diagnostics Inc 0.0%
Value ($000) $6 Shares 45 Est. Cost $125.29 Unrealized -0.1%
KVUE Kenvue Inc 0.0%
Value ($000) $6 Shares 278 Est. Cost $18.84 Unrealized 0.0%
HBNC Horizon Bancorp Inc 0.0%
Value ($000) $6 Shares 450 Est. Cost $17.79 Unrealized -28.3%
HLT Hilton Worldwide Hldgs Inc 0.0%
Value ($000) $6 Shares 27 Est. Cost $194.50 Unrealized +0.6%
Pimco Corp & Income Opportunity Fund ETF 0.0%
Value ($000) $6 Shares 383 Est. Cost $14.87 Unrealized
IVVD Invivyd Inc 0.0%
Value ($000) $6 Shares 1,250 Est. Cost $4.13 Unrealized 0.0%
ARTY IShares Robotics & Artificial Intel ETF 0.0%
Value ($000) $5 Shares 160 Est. Cost $33.04 Unrealized
UAL United Continental Hldgs Inc 0.0%
Value ($000) $5 Shares 105 Est. Cost $43.80 Unrealized -2.2%
AUPH Aurinia Pharmaceuticals Inc 0.0%
Value ($000) $5 Shares 1,000 Est. Cost $6.78 Unrealized 0.0%
WAB WABTEC Corp 0.0%
Value ($000) $5 Shares 34 Est. Cost $122.37 Unrealized +9.7%
NEM Newmont Mining Corp 0.0%
Value ($000) $5 Shares 137 Est. Cost $60.51 Unrealized -45.2%
VOD Vodafone Group PLC New ADR 0.0%
Value ($000) $5 Shares 545 Est. Cost $9.60 Unrealized
OSK Oshkosh Corp 0.0%
Value ($000) $5 Shares 38 Est. Cost $80.98 Unrealized +32.7%
HAIN Hain Celestial Group Inc 0.0%
Value ($000) $5 Shares 600 Est. Cost $26.17 Unrealized -62.4%
STX Seagate Technology Hldngs PLC 0.0%
Value ($000) $5 Shares 50 Est. Cost $71.80 Unrealized +16.8%
HTO SJW Corp 0.0%
Value ($000) $5 Shares 80 Est. Cost $75.52 Unrealized -21.4%
NIO Nio Inc 0.0%
Value ($000) $5 Shares 1,000 Est. Cost $9.69 Unrealized
AES AES Corporation 0.0%
Value ($000) $4 Shares 250 Est. Cost $15.22 Unrealized 0.0%
HAS Hasbro, Inc. 0.0%
Value ($000) $4 Shares 79 Est. Cost $47.42 Unrealized -0.6%
Pioneer Natural Resources Co 0.0%
Value ($000) $4 Shares 17 Est. Cost $255.91 Unrealized
Morgan Stanley India Invt Fd I 0.0%
Value ($000) $4 Shares 179 Est. Cost $22.35 Unrealized
NVCT Nuvectis Pharma Inc 0.0%
Value ($000) $4 Shares 500 Est. Cost $8.50 Unrealized 0.0%
GNTX Gentex Corp 0.0%
Value ($000) $4 Shares 113 Est. Cost $34.59 Unrealized 0.0%
ISUNQ Isun Inc 0.0%
Value ($000) $4 Shares 16,000 Est. Cost $0.39 Unrealized
INSP Inspire Medical Systems Inc 0.0%
Value ($000) $4 Shares 18 Est. Cost $214.36 Unrealized -8.6%
DECK Deckers Outdoor Corp 0.0%
Value ($000) $4 Shares 4 Est. Cost $138.61 Unrealized 0.0%
HE Hawaiian Electric Inds Inc 0.0%
Value ($000) $4 Shares 328 Est. Cost $12.71 Unrealized 0.0%
VGLT Vanguard Long Term Treas ETF 0.0%
Value ($000) $4 Shares 62 Est. Cost $59.24 Unrealized
MGM MGM Resorts International 0.0%
Value ($000) $4 Shares 77 Est. Cost $43.61 Unrealized +0.3%
HHH Howard Hughes Holdings Inc 0.0%
Value ($000) $4 Shares 50 Est. Cost $75.45 Unrealized -1.6%
Aptiv PLC 0.0%
Value ($000) $4 Shares 45 Est. Cost $89.01 Unrealized
SNA Snap On Inc 0.0%
Value ($000) $4 Shares 12 Est. Cost $199.43 Unrealized +35.3%
CNC Centene Corp 0.0%
Value ($000) $4 Shares 45 Est. Cost $69.26 Unrealized +11.5%
ARR Armour Residential Reit Inc 0.0%
Value ($000) $3 Shares 175 Est. Cost $19.32 Unrealized
TKO TKO Group Holdings Inc 0.0%
Value ($000) $3 Shares 40 Est. Cost $99.79 Unrealized -17.6%
IEF IShares 7 - 10 Yr Treas Bond ETF 0.0%
Value ($000) $3 Shares 36 Est. Cost $94.67 Unrealized
CHWY Chewy Inc 0.0%
Value ($000) $3 Shares 200 Est. Cost $17.96 Unrealized 0.0%
IBN Icici Bank Ltd Adr 0.0%
Value ($000) $3 Shares 119 Est. Cost $23.84 Unrealized
RBLX Roblox Corp A 0.0%
Value ($000) $3 Shares 80 Est. Cost $33.59 Unrealized +20.8%
NOK Nokia Corp Spons ADR 0.0%
Value ($000) $3 Shares 862 Est. Cost $3.54 Unrealized
BSJO Invesco Slf Idx Bulletshs 2024 Hi Yld Cp ETF 0.0%
Value ($000) $3 Shares 131 Est. Cost $22.90 Unrealized
NHC National Healthcare Corp 0.0%
Value ($000) $3 Shares 30 Est. Cost $60.62 Unrealized +56.2%
LHX L3Harris Technologies Inc 0.0%
Value ($000) $3 Shares 13 Est. Cost $198.81 Unrealized +1.7%
AGCO AGCO Corp 0.0%
Value ($000) $3 Shares 22 Est. Cost $111.19 Unrealized 0.0%
MNST Monster Beverage Corp New 0.0%
Value ($000) $3 Shares 44 Est. Cost $56.66 Unrealized +1.5%
VEEV Veeva Sys Inc Cl A 0.0%
Value ($000) $3 Shares 11 Est. Cost $215.79 Unrealized 0.0%
AVB Avalonbay Cmntys Inc 0.0%
Value ($000) $2 Shares 13 Est. Cost $161.55 Unrealized +4.0%
Safety Shot Inc New 0.0%
Value ($000) $2 Shares 1,000 Est. Cost $2.39 Unrealized
EXPD Expeditors Intl Of Wash Inc 0.0%
Value ($000) $2 Shares 19 Est. Cost $114.69 Unrealized +5.2%
CDNS Cadence Design Sys Inc 0.0%
Value ($000) $2 Shares 7 Est. Cost $295.79 Unrealized 0.0%
BG Bunge Global SA 0.0%
Value ($000) $2 Shares 21 Est. Cost $98.11 Unrealized -10.1%
EA Electronic Arts Inc 0.0%
Value ($000) $2 Shares 16 Est. Cost $130.73 Unrealized +4.0%
IBKR Interactive Brokers Group Inc 0.0%
Value ($000) $2 Shares 19 Est. Cost $24.63 Unrealized 0.0%
CVE Cenovus Energy Inc 0.0%
Value ($000) $2 Shares 105 Est. Cost $17.68 Unrealized -8.4%
TotalEnergies SE 0.0%
Value ($000) $2 Shares 30 Est. Cost $67.37 Unrealized
DTM DT Midstream Inc 0.0%
Value ($000) $2 Shares 33 Est. Cost $51.93 Unrealized 0.0%
VNT Vontier Corporation 0.0%
Value ($000) $2 Shares 40 Est. Cost $39.00 Unrealized 0.0%
FUL H B Fuller Co 0.0%
Value ($000) $2 Shares 22 Est. Cost $76.08 Unrealized 0.0%
SANM Sanmina Corporation 0.0%
Value ($000) $2 Shares 28 Est. Cost $58.14 Unrealized 0.0%
Beyond Air Inc 0.0%
Value ($000) $2 Shares 1,000 Est. Cost $1.74 Unrealized
NWL Newell Brands Inc 0.0%
Value ($000) $2 Shares 200 Est. Cost $17.95 Unrealized -59.4%
CF CF Industries Holdings, Inc. 0.0%
Value ($000) $2 Shares 19 Est. Cost $75.56 Unrealized +0.8%
TEAM Atlassian Corporation Cl A 0.0%
Value ($000) $2 Shares 8 Est. Cost $159.19 Unrealized +37.0%
TDOC Teladoc Health Inc 0.0%
Value ($000) $2 Shares 100 Est. Cost $18.15 Unrealized 0.0%
OSCR Oscar Health Inc A 0.0%
Value ($000) $1 Shares 100 Est. Cost $6.36 Unrealized +115.2%
NLY Annaly Capital Management Inc New 0.0%
Value ($000) $1 Shares 75 Est. Cost $18.81 Unrealized
UAA Under Armor Inc Class A 0.0%
Value ($000) $1 Shares 200 Est. Cost $12.26 Unrealized -35.1%
UWMC UWM Holdings Corp A 0.0%
Value ($000) $1 Shares 190 Est. Cost $3.83 Unrealized +76.1%
PTON Peloton Interactive Inc A 0.0%
Value ($000) $1 Shares 300 Est. Cost $16.04 Unrealized -69.2%
MOS Mosaic Co New 0.0%
Value ($000) $1 Shares 38 Est. Cost $45.32 Unrealized -33.7%
YETI Yeti Hldgs Inc 0.0%
Value ($000) $1 Shares 28 Est. Cost $42.28 Unrealized 0.0%
AGI Alamos Gold Inc New A 0.0%
Value ($000) $1 Shares 73 Est. Cost $12.97 Unrealized -3.3%
SHYG IShares Tr 0-5 Yr High Yield Corp Bond ETF 0.0%
Value ($000) $1 Shares 23 Est. Cost $42.57 Unrealized
DOCU Docusign Inc 0.0%
Value ($000) $1 Shares 16 Est. Cost $56.46 Unrealized 0.0%
AME Ametek Inc New 0.0%
Value ($000) $1 Shares 5 Est. Cost $170.09 Unrealized 0.0%
Hanesbrands Inc 0.0%
Value ($000) $1 Shares 148 Est. Cost $10.48 Unrealized
SCHE Schwab Strategic Tr Emerging Mkts Equity ETF 0.0%
Value ($000) $1 Shares 33 Est. Cost $23.94 Unrealized
ESPR Esperion Therapeutics Inc New 0.0%
Value ($000) $1 Shares 300 Est. Cost $2.43 Unrealized 0.0%
BHF Brighthouse Finl Inc 0.0%
Value ($000) $1 Shares 14 Est. Cost $49.88 Unrealized -0.4%
Zimvie Inc 0.0%
Value ($000) $1 Shares 36 Est. Cost $16.50 Unrealized
Arista Networks Inc 0.0%
Value ($000) $1 Shares 2 Est. Cost $235.50 Unrealized
Ginkgo Bioworks Holdings Inc Cl A 0.0%
Value ($000) $1 Shares 500 Est. Cost $1.16 Unrealized
TEVA Teva Pharmaceutical Inds ADR 0.0%
Value ($000) $1 Shares 41 Est. Cost $14.12 Unrealized
Oatly Group AB ADS 0.0%
Value ($000) $1 Shares 500 Est. Cost $1.13 Unrealized
Desktop Metal Inc 0.0%
Value ($000) $1 Shares 629 Est. Cost $2.07 Unrealized
TXG 10x Genomics Inc Cl A 0.0%
Value ($000) $1 Shares 14 Est. Cost $51.88 Unrealized -15.3%
RNG Ringcentral Inc A 0.0%
Value ($000) $1 Shares 15 Est. Cost $33.66 Unrealized 0.0%
2Seventy Bio Inc 0.0%
Value ($000) $0 Shares 83 Est. Cost $5.35 Unrealized
CTSH Cognizant Technology Sol Corp Cl A 0.0%
Value ($000) $0 Shares 5 Est. Cost $74.12 Unrealized 0.0%
ACB Aurora Cannabis Inc 0.0%
Value ($000) $0 Shares 83 Est. Cost $3.87 Unrealized 0.0%
DXC DXC Technology Co 0.0%
Value ($000) $0 Shares 17 Est. Cost $22.25 Unrealized -2.0%
GME Gamestop Corp New 0.0%
Value ($000) $0 Shares 28 Est. Cost $32.43 Unrealized -55.3%
VLUE Ishs Edge MSCI USA Value Factor ETF 0.0%
Value ($000) $0 Shares 3 Est. Cost $108.33 Unrealized
Bluebird Bio Inc 0.0%
Value ($000) $0 Shares 253 Est. Cost $23.72 Unrealized
Canoo Inc Cl A New 0.0%
Value ($000) $0 Shares 87 Est. Cost $3.56 Unrealized
DJT Trump Media & Technology Group 0.0%
Value ($000) $0 Shares 5 Est. Cost $38.79 Unrealized 0.0%
DFIN Donnelley Finl Solutions Inc 0.0%
Value ($000) $0 Shares 4 Est. Cost $57.01 Unrealized +9.7%
BP Prudhoe Bay Royalty Trust 0.0%
Value ($000) $0 Shares 100 Est. Cost $20.00 Unrealized
SNAP Snap Inc 0.0%
Value ($000) $0 Shares 20 Est. Cost $22.80 Unrealized -41.2%
NLOP Net Lease Office Properties 0.0%
Value ($000) $0 Shares 9 Est. Cost $18.44 Unrealized
SATS Echostar Corp 0.0%
Value ($000) $0 Shares 14 Est. Cost $17.03 Unrealized -18.1%
OXY/WS Occidental Pete Corp Wt Exp 08/03/27 0.0%
Value ($000) $0 Shares 4 Est. Cost $43.00 Unrealized
XIFR Nextera Energy Partners LP 0.0%
Value ($000) $0 Shares 5 Est. Cost $28.48 Unrealized 0.0%
ROST Ross Stores Inc 0.0%
Value ($000) $0 Shares 1 Est. Cost $81.75 Unrealized +71.7%
Allbirds Inc A 0.0%
Value ($000) $0 Shares 200 Est. Cost $0.69 Unrealized
PLUG Plug Power Inc New 0.0%
Value ($000) $0 Shares 40 Est. Cost $19.84 Unrealized -81.3%
PPL PPL Corp 0.0%
Value ($000) $0 Shares 4 Est. Cost $24.97 Unrealized 0.0%
UNM Unum Group 0.0%
Value ($000) $0 Shares 2 Est. Cost $36.57 Unrealized +33.3%
NWSA News Corp New Cl A 0.0%
Value ($000) $0 Shares 4 Est. Cost $17.42 Unrealized +43.7%
LVS Las Vegas Sands Corp 0.0%
Value ($000) $0 Shares 2 Est. Cost $38.85 Unrealized +27.7%
Workhorse Group Inc New 0.0%
Value ($000) $0 Shares 300 Est. Cost $3.33 Unrealized
GTN Gray Television Inc 0.0%
Value ($000) $0 Shares 10 Est. Cost $7.69 Unrealized -0.6%
TDAY Gannett Co Inc New 0.0%
Value ($000) $0 Shares 23 Est. Cost $2.25 Unrealized 0.0%
Scilex Holding Co 0.0%
Value ($000) $0 Shares 29 Est. Cost $8.14 Unrealized
BIGGQ Big Lots Inc 0.0%
Value ($000) $0 Shares 10 Est. Cost $27.59 Unrealized -80.8%
FUVV Arcimoto Inc New 0.0%
Value ($000) $0 Shares 4 Est. Cost $10.91 Unrealized -94.3%