NBT BANK N A /NY Diversified Active

CIK: 0000898413 · Show all filings

Period: Q4 2023 (← Previous) (Next →)

Filing Date: Feb 9, 2024

Total Value ($000): $1,276,581 (100.0% shares, 0.0% debt)

Holdings (605)

MSFT Microsoft Corp 6.0%
Value ($000) $77,178 Shares 205,238 Est. Cost $189.42 Unrealized +85.0%
AAPL Apple Inc 5.1%
Value ($000) $65,046 Shares 337,850 Est. Cost $121.50 Unrealized +50.5%
GUNR FlexShares Mstar Glbl Upstrm N 3.6%
Value ($000) $46,558 Shares 1,136,958 Est. Cost $32.22 Unrealized
GOOGL Alphabet Inc Cl A 2.8%
Value ($000) $35,442 Shares 253,718 Est. Cost $125.41 Unrealized +6.3%
JPM JP Morgan Chase & CO 2.0%
Value ($000) $25,889 Shares 152,200 Est. Cost $76.81 Unrealized +88.6%
EFG iShares MSCI EAFE Growth 1.9%
Value ($000) $24,484 Shares 252,808 Est. Cost $82.90 Unrealized
PG Procter & Gamble CO 1.9%
Value ($000) $24,107 Shares 164,509 Est. Cost $98.45 Unrealized +42.8%
GOOG Alphabet Inc Cl C 1.7%
Value ($000) $22,270 Shares 158,021 Est. Cost $118.17 Unrealized +14.0%
AMZN Amazon.Com Inc 1.7%
Value ($000) $21,265 Shares 139,957 Est. Cost $132.03 Unrealized +6.2%
XOM Exxon Mobil Corporation 1.5%
Value ($000) $18,869 Shares 188,725 Est. Cost $65.50 Unrealized +49.0%
JNJ Johnson & Johnson 1.4%
Value ($000) $18,253 Shares 116,587 Est. Cost $90.82 Unrealized +58.1%
TT Trane Technologies Plc ADR 1.4%
Value ($000) $17,961 Shares 73,641 Est. Cost $195.76 Unrealized +9.6%
LOW Lowes Companies Inc 1.4%
Value ($000) $17,469 Shares 78,493 Est. Cost $81.62 Unrealized +138.6%
MCD Mc Donalds Corp 1.4%
Value ($000) $17,461 Shares 58,888 Est. Cost $125.99 Unrealized +105.3%
BRK/B Berkshire Hathaway Inc. 1.3%
Value ($000) $16,798 Shares 47,097 Est. Cost $275.16 Unrealized +27.6%
PEP Pepsico Inc 1.2%
Value ($000) $15,377 Shares 90,536 Est. Cost $98.38 Unrealized +56.3%
DE Deere & CO 1.2%
Value ($000) $15,091 Shares 37,740 Est. Cost $271.73 Unrealized +34.4%
IGSB iShares Short-Term Corporate Bon 1.1%
Value ($000) $14,426 Shares 281,341 Est. Cost $50.34 Unrealized
CAT Caterpillar Inc 1.1%
Value ($000) $14,017 Shares 47,408 Est. Cost $195.53 Unrealized +28.5%
CVX Chevron Corp. 1.1%
Value ($000) $13,788 Shares 92,436 Est. Cost $91.24 Unrealized +51.0%
DHR Danaher Corp 1.0%
Value ($000) $13,004 Shares 56,211 Est. Cost $126.46 Unrealized +66.3%
ABT Abbott Laboratories 1.0%
Value ($000) $12,884 Shares 117,054 Est. Cost $62.84 Unrealized +52.9%
COST Costco Wholesale Corp 1.0%
Value ($000) $12,697 Shares 19,236 Est. Cost $478.02 Unrealized +20.0%
NBTB NBT Bancorp Inc 1.0%
Value ($000) $12,308 Shares 293,684 Est. Cost $31.77 Unrealized +13.7%
SDY SPDR S&P Dividend ETF 0.9%
Value ($000) $12,126 Shares 97,029 Est. Cost $75.46 Unrealized
MRK Merck & CO Inc 0.9%
Value ($000) $11,613 Shares 106,517 Est. Cost $63.87 Unrealized +51.6%
ADP Auto Data Processing 0.9%
Value ($000) $11,325 Shares 48,613 Est. Cost $144.11 Unrealized +54.1%
UNH Unitedhealth Group Inc 0.9%
Value ($000) $11,034 Shares 20,958 Est. Cost $267.63 Unrealized +91.1%
ABBV Abbvie Inc 0.8%
Value ($000) $10,118 Shares 65,293 Est. Cost $79.29 Unrealized +71.2%
CSCO Cisco Systems Inc 0.8%
Value ($000) $9,686 Shares 191,723 Est. Cost $29.18 Unrealized +64.4%
MDY Midcap SPDR Trust Series 1 0.7%
Value ($000) $9,531 Shares 18,786 Est. Cost $232.99 Unrealized
UNP Union Pac Corp 0.7%
Value ($000) $9,518 Shares 38,751 Est. Cost $83.32 Unrealized +151.1%
IUSG Ishares Core S&P US 0.7%
Value ($000) $9,285 Shares 89,196 Est. Cost $104.10 Unrealized
IEFA Ishares Core Msci Eafe ETF 0.7%
Value ($000) $8,661 Shares 123,117 Est. Cost $60.06 Unrealized
VTI Vanguard Total Stock Market 0.7%
Value ($000) $8,613 Shares 36,308 Est. Cost $237.22 Unrealized
VCSH Vanguard Short Term Corp Bond 0.7%
Value ($000) $8,353 Shares 107,963 Est. Cost $77.10 Unrealized
VTV Vanguard Value Etf 0.7%
Value ($000) $8,310 Shares 55,585 Est. Cost $149.50 Unrealized
SCHD Schwab US Dividend 0.6%
Value ($000) $7,861 Shares 103,253 Est. Cost $56.34 Unrealized
KO The Coca-Cola Company 0.6%
Value ($000) $7,828 Shares 132,836 Est. Cost $44.09 Unrealized +20.8%
SPY SPDR S&P 500 ETF Trust 0.6%
Value ($000) $7,789 Shares 16,388 Est. Cost $215.87 Unrealized
RTX Raytheon Technologies Co 0.6%
Value ($000) $7,543 Shares 89,644 Est. Cost $62.61 Unrealized +20.8%
HYG Ishares Iboxx High Yield 0.6%
Value ($000) $7,339 Shares 94,831 Est. Cost $79.36 Unrealized
IBM Intl Business Machines Corp. 0.6%
Value ($000) $7,310 Shares 44,697 Est. Cost $116.13 Unrealized +21.8%
DIS Walt Disney Co. 0.6%
Value ($000) $7,250 Shares 80,299 Est. Cost $69.43 Unrealized +24.2%
HON Honeywell International Inc 0.5%
Value ($000) $6,826 Shares 32,551 Est. Cost $95.84 Unrealized +79.8%
IWM iShares Russell 2000 0.5%
Value ($000) $6,797 Shares 33,864 Est. Cost $108.40 Unrealized
NFRA FlexShares STOXX Glbl Brd Infr 0.5%
Value ($000) $6,739 Shares 125,955 Est. Cost $52.44 Unrealized
TJX TJX Cos Inc 0.5%
Value ($000) $6,539 Shares 69,702 Est. Cost $39.23 Unrealized +122.4%
STIP iShares 0-5 Year TIPS Bond ETF 0.5%
Value ($000) $6,465 Shares 65,573 Est. Cost $99.47 Unrealized
TMO Thermo Fisher Scientific Inc 0.5%
Value ($000) $6,341 Shares 11,946 Est. Cost $510.91 Unrealized -5.9%
MRSH Marsh & Mc Lennan Co 0.5%
Value ($000) $6,094 Shares 32,161 Est. Cost $181.23 Unrealized +3.2%
ORCL Oracle Corp. 0.5%
Value ($000) $5,989 Shares 56,801 Est. Cost $52.92 Unrealized +101.6%
HD Home Depot Inc 0.5%
Value ($000) $5,934 Shares 17,125 Est. Cost $196.18 Unrealized +49.7%
MDLZ Mondelez International Inc 0.5%
Value ($000) $5,917 Shares 81,691 Est. Cost $53.08 Unrealized +21.2%
EFA Ishares Msci Eafe ETF 0.5%
Value ($000) $5,877 Shares 78,001 Est. Cost $62.37 Unrealized
WMT Wal Mart Inc 0.5%
Value ($000) $5,765 Shares 36,571 Est. Cost $29.77 Unrealized +73.5%
LLY Lilly Eli & CO 0.5%
Value ($000) $5,757 Shares 9,876 Est. Cost $181.76 Unrealized +216.4%
NKE Nike Inc-Class B 0.5%
Value ($000) $5,746 Shares 52,924 Est. Cost $74.69 Unrealized +37.9%
PFE Pfizer Inc 0.4%
Value ($000) $5,695 Shares 197,812 Est. Cost $19.81 Unrealized +33.2%
QCOM Qualcomm Inc 0.4%
Value ($000) $5,243 Shares 36,249 Est. Cost $47.07 Unrealized +151.4%
IR Ingersoll Rand Inc 0.4%
Value ($000) $5,178 Shares 66,957 Est. Cost $66.42 Unrealized +2.7%
NYF Ishares New York Muni Bond ETF 0.4%
Value ($000) $5,067 Shares 93,682 Est. Cost $52.96 Unrealized
BMY Bristol Myers Squibb CO 0.4%
Value ($000) $5,060 Shares 98,608 Est. Cost $35.44 Unrealized +32.7%
LMT Lockheed Martin Corp 0.4%
Value ($000) $4,858 Shares 10,718 Est. Cost $155.28 Unrealized +168.8%
INTC Intel Corp 0.4%
Value ($000) $4,699 Shares 93,513 Est. Cost $17.56 Unrealized +128.0%
NEE Nextera Energy Inc 0.4%
Value ($000) $4,589 Shares 75,559 Est. Cost $57.98 Unrealized -7.8%
V Visa Inc Cl A 0.4%
Value ($000) $4,576 Shares 17,578 Est. Cost $152.27 Unrealized +59.4%
BMO BANK MONTREAL QUE F 0.4%
Value ($000) $4,495 Shares 45,436 Est. Cost $76.82 Unrealized -0.3%
AGG Ishares Core Total U.S. Aggreg 0.4%
Value ($000) $4,482 Shares 45,155 Est. Cost $99.69 Unrealized
SCHF Schwab International 0.3%
Value ($000) $4,217 Shares 114,093 Est. Cost $34.39 Unrealized
BA Boeing CO 0.3%
Value ($000) $4,199 Shares 16,110 Est. Cost $133.74 Unrealized +59.9%
IBB Ishares Nasdaq Biotech ETF 0.3%
Value ($000) $4,189 Shares 30,837 Est. Cost $128.97 Unrealized
TGT Target Corp 0.3%
Value ($000) $4,187 Shares 29,396 Est. Cost $49.44 Unrealized +128.6%
CVS CVS Health Corp 0.3%
Value ($000) $4,056 Shares 51,365 Est. Cost $45.53 Unrealized +43.6%
VZ Verizon Communications 0.3%
Value ($000) $4,053 Shares 107,499 Est. Cost $28.77 Unrealized +7.7%
APD Air Products & Chemicals Inc 0.3%
Value ($000) $3,983 Shares 14,547 Est. Cost $178.53 Unrealized +45.2%
SHW Sherwin Williams CO 0.3%
Value ($000) $3,912 Shares 12,543 Est. Cost $262.23 Unrealized +0.7%
LIN Linde PLC 0.3%
Value ($000) $3,889 Shares 9,469 Est. Cost $331.37 Unrealized +15.8%
EEM Ishares Msci Emerging Mkt ETF 0.3%
Value ($000) $3,836 Shares 95,405 Est. Cost $39.86 Unrealized
IVV iShares Core S&P 500 0.3%
Value ($000) $3,789 Shares 7,933 Est. Cost $470.63 Unrealized
TIP Ishares Barclays TIPS Bond ETF 0.3%
Value ($000) $3,769 Shares 35,062 Est. Cost $108.05 Unrealized
MCHP Microchip Technology Inc 0.3%
Value ($000) $3,739 Shares 41,467 Est. Cost $47.89 Unrealized +60.7%
IEMG Ishares Core Emerging Markets 0.3%
Value ($000) $3,727 Shares 73,689 Est. Cost $54.23 Unrealized
AXP American Express CO 0.3%
Value ($000) $3,718 Shares 19,845 Est. Cost $137.25 Unrealized +14.4%
CRM Salesforce Inc 0.3%
Value ($000) $3,718 Shares 14,128 Est. Cost $152.48 Unrealized +46.6%
GWW Grainger W W Inc 0.3%
Value ($000) $3,655 Shares 4,411 Est. Cost $216.47 Unrealized +249.4%
DON WisdomTree MidCap Dividend 0.3%
Value ($000) $3,543 Shares 77,551 Est. Cost $37.52 Unrealized
NVDA Nvidia Corp 0.3%
Value ($000) $3,528 Shares 7,124 Est. Cost $26.28 Unrealized +76.2%
AOR iShares Core Growth ETF 0.3%
Value ($000) $3,517 Shares 66,130 Est. Cost $53.19 Unrealized
TROW T Rowe Price Group 0.3%
Value ($000) $3,508 Shares 32,578 Est. Cost $48.22 Unrealized +86.0%
SCHA Schwab U.S. Small-Cap 0.3%
Value ($000) $3,501 Shares 74,115 Est. Cost $48.16 Unrealized
IJH iShares Core S&P Mid-Cap 0.3%
Value ($000) $3,400 Shares 12,269 Est. Cost $166.18 Unrealized
CARR Carrier Global Corp 0.3%
Value ($000) $3,367 Shares 58,613 Est. Cost $33.15 Unrealized +55.5%
UBER Uber Technologies Inc 0.3%
Value ($000) $3,335 Shares 54,170 Est. Cost $45.83 Unrealized +14.2%
IJT Ishares S&P Smallcap/600 Growt 0.3%
Value ($000) $3,277 Shares 26,190 Est. Cost $125.14 Unrealized
MA Mastercard Inc Cl A 0.3%
Value ($000) $3,233 Shares 7,581 Est. Cost $371.69 Unrealized +6.8%
IXUS iShares Core MSCI Total Int'l St 0.2%
Value ($000) $3,188 Shares 49,094 Est. Cost $64.93 Unrealized
SCZ Ishares Msci Eafe Small Cap ET 0.2%
Value ($000) $3,081 Shares 49,767 Est. Cost $56.87 Unrealized
PM Philip Morris International 0.2%
Value ($000) $3,058 Shares 32,504 Est. Cost $50.31 Unrealized +66.4%
VBR Vanguard Small-Cap Value 0.2%
Value ($000) $3,044 Shares 16,915 Est. Cost $179.97 Unrealized
UPS United Parcel Service Cl B 0.2%
Value ($000) $3,024 Shares 19,235 Est. Cost $125.79 Unrealized +6.7%
GDX Vaneck Vectors Gold Miners ETF 0.2%
Value ($000) $2,944 Shares 94,949 Est. Cost $26.91 Unrealized
ALLE Allegion PLC 0.2%
Value ($000) $2,897 Shares 22,865 Est. Cost $109.30 Unrealized -4.7%
XLK Technology Select Sect SPDR 0.2%
Value ($000) $2,891 Shares 15,022 Est. Cost $41.67 Unrealized
META Meta Platforms Inc 0.2%
Value ($000) $2,881 Shares 8,138 Est. Cost $169.12 Unrealized +91.2%
GS Goldman Sachs Group Inc 0.2%
Value ($000) $2,864 Shares 7,424 Est. Cost $128.99 Unrealized +146.3%
PRU Prudential Financial, Inc. 0.2%
Value ($000) $2,854 Shares 27,517 Est. Cost $45.98 Unrealized +88.4%
SPDW SPDR Portfolio Developed Wld e 0.2%
Value ($000) $2,750 Shares 80,852 Est. Cost $29.75 Unrealized
ETN Eaton Corp PLC 0.2%
Value ($000) $2,732 Shares 11,343 Est. Cost $88.57 Unrealized +143.4%
BRK/A Berkshire Hathaway Inc Class A 0.2%
Value ($000) $2,713 Shares 5 Est. Cost $538988.94 Unrealized -1.0%
KRE SPDR S&P Regional Banking ETF 0.2%
Value ($000) $2,708 Shares 51,643 Est. Cost $35.91 Unrealized
XLU Utilities Select Sector SPDR 0.2%
Value ($000) $2,676 Shares 42,249 Est. Cost $43.91 Unrealized
VOO Vanguard S&P 500 ETF 0.2%
Value ($000) $2,668 Shares 6,107 Est. Cost $270.83 Unrealized
NVS Novartis AG 0.2%
Value ($000) $2,658 Shares 26,327 Est. Cost $79.20 Unrealized
BIV Vanguard Intermediate-Term Bon 0.2%
Value ($000) $2,572 Shares 33,675 Est. Cost $75.91 Unrealized
USB U S BANCORP 0.2%
Value ($000) $2,526 Shares 58,368 Est. Cost $30.22 Unrealized +9.5%
CNI Canadian National Railway Comp 0.2%
Value ($000) $2,501 Shares 19,911 Est. Cost $109.30 Unrealized -0.7%
XLRE Real Estate Select Sect SPDR 0.2%
Value ($000) $2,460 Shares 61,405 Est. Cost $31.82 Unrealized
VGT Vanguard InfoTechnology 0.2%
Value ($000) $2,425 Shares 5,011 Est. Cost $483.97 Unrealized
XLB Materials Select SPDR Fund 0.2%
Value ($000) $2,389 Shares 27,923 Est. Cost $47.38 Unrealized
PANW Palo Alto Networks 0.2%
Value ($000) $2,337 Shares 7,926 Est. Cost $91.91 Unrealized +45.5%
ADBE Adobe Inc 0.2%
Value ($000) $2,335 Shares 3,914 Est. Cost $511.09 Unrealized +12.8%
PFF Ishares S&P Pref Stk ETF 0.2%
Value ($000) $2,276 Shares 72,988 Est. Cost $38.12 Unrealized
DOW The Dow Chemical Company 0.2%
Value ($000) $2,236 Shares 40,767 Est. Cost $40.06 Unrealized +11.5%
ALV Autoliv Inc 0.2%
Value ($000) $2,219 Shares 20,134 Est. Cost $40.38 Unrealized +134.5%
IUSB Ishares Total Usd Bond 0.2%
Value ($000) $2,199 Shares 47,733 Est. Cost $46.07 Unrealized
SHY iShares 1-3 Year Treasury Bond 0.2%
Value ($000) $2,172 Shares 26,473 Est. Cost $81.32 Unrealized
ECL Ecolab Inc 0.2%
Value ($000) $2,164 Shares 10,912 Est. Cost $99.80 Unrealized +76.2%
MO Altria Group Inc 0.2%
Value ($000) $2,146 Shares 53,198 Est. Cost $19.68 Unrealized +76.9%
WFC Wells Fargo & CO 0.2%
Value ($000) $2,131 Shares 43,303 Est. Cost $29.93 Unrealized +37.0%
DD Dupont De Nemours Inc 0.2%
Value ($000) $2,131 Shares 27,705 Est. Cost $27.27 Unrealized +6.4%
ZTS Zoetis Inc 0.2%
Value ($000) $2,128 Shares 10,783 Est. Cost $176.84 Unrealized -2.2%
CB Chubb Ltd 0.2%
Value ($000) $2,116 Shares 9,365 Est. Cost $197.92 Unrealized +8.0%
SLB Schlumberger Ltd 0.2%
Value ($000) $2,110 Shares 40,555 Est. Cost $46.80 Unrealized +9.4%
GE General Electric Co New 0.2%
Value ($000) $2,096 Shares 12,485 Est. Cost $66.95 Unrealized +36.6%
SPGI S&P Global Inc 0.2%
Value ($000) $2,094 Shares 4,753 Est. Cost $338.61 Unrealized +14.6%
T AT&T Inc 0.2%
Value ($000) $2,025 Shares 120,655 Est. Cost $12.31 Unrealized +15.4%
DFUS Dimensional U.S. Equity ETF 0.2%
Value ($000) $2,013 Shares 38,830 Est. Cost $51.83 Unrealized
SO Southern Company 0.2%
Value ($000) $1,952 Shares 27,843 Est. Cost $30.66 Unrealized +107.9%
GD General Dynamics Corp 0.2%
Value ($000) $1,930 Shares 7,432 Est. Cost $142.68 Unrealized +64.2%
SCHZ Schwab US Aggregate Bd ETF 0.2%
Value ($000) $1,929 Shares 41,377 Est. Cost $53.76 Unrealized
FTV Fortive Corp 0.1%
Value ($000) $1,902 Shares 25,837 Est. Cost $51.37 Unrealized +1.7%
VCIT Vanguard Inter Term Corp Bond 0.1%
Value ($000) $1,894 Shares 23,299 Est. Cost $88.29 Unrealized
EMR Emerson Elec CO 0.1%
Value ($000) $1,875 Shares 19,264 Est. Cost $57.20 Unrealized +54.0%
GLD SPDR Gold Shares 0.1%
Value ($000) $1,869 Shares 9,778 Est. Cost $186.54 Unrealized
AVGO Broadcom Inc 0.1%
Value ($000) $1,866 Shares 1,672 Est. Cost $81.99 Unrealized +12.5%
AWK American Water Works CO Inc 0.1%
Value ($000) $1,848 Shares 14,002 Est. Cost $37.47 Unrealized +220.3%
Blackrock Inc Cl A 0.1%
Value ($000) $1,837 Shares 2,263 Est. Cost $680.68 Unrealized
XLY Consumer Discretionary Selt 0.1%
Value ($000) $1,827 Shares 10,219 Est. Cost $70.56 Unrealized
SYY Sysco Corp 0.1%
Value ($000) $1,823 Shares 24,923 Est. Cost $48.89 Unrealized +32.7%
TXN Texas Instruments Inc 0.1%
Value ($000) $1,819 Shares 10,673 Est. Cost $157.37 Unrealized -7.5%
JMUB JPMorgan Municipal ETF 0.1%
Value ($000) $1,790 Shares 35,135 Est. Cost $50.09 Unrealized
DES WisdomTree SmallCap Dividend 0.1%
Value ($000) $1,758 Shares 54,642 Est. Cost $29.48 Unrealized
BAC Bank of America Corp 0.1%
Value ($000) $1,751 Shares 52,013 Est. Cost $21.53 Unrealized +28.3%
SBUX Starbucks Corp 0.1%
Value ($000) $1,731 Shares 18,029 Est. Cost $82.31 Unrealized +12.0%
MDT Medtronic Inc. 0.1%
Value ($000) $1,704 Shares 20,689 Est. Cost $63.68 Unrealized +12.2%
CMCSA ComCast Corp-Cl A 0.1%
Value ($000) $1,677 Shares 38,241 Est. Cost $30.71 Unrealized +30.6%
MOO Vaneck ETF Trust Agribusiness 0.1%
Value ($000) $1,665 Shares 21,860 Est. Cost $48.85 Unrealized
NSC Norfolk Southern Corp 0.1%
Value ($000) $1,650 Shares 6,982 Est. Cost $105.41 Unrealized +89.9%
CCI Crown Castle Inc 0.1%
Value ($000) $1,640 Shares 14,240 Est. Cost $90.39 Unrealized +0.5%
FV First Trust DW Focus 5 0.1%
Value ($000) $1,635 Shares 31,709 Est. Cost $51.55 Unrealized
VWO Vanguard Ftse Emerging 0.1%
Value ($000) $1,630 Shares 39,651 Est. Cost $40.28 Unrealized
VNQ Vanguard Real Estate ETF 0.1%
Value ($000) $1,628 Shares 18,419 Est. Cost $91.93 Unrealized
BND Vanguard Total Bond Market ETF 0.1%
Value ($000) $1,604 Shares 21,811 Est. Cost $72.23 Unrealized
IQV IQVIA Holdings Inc 0.1%
Value ($000) $1,600 Shares 6,915 Est. Cost $216.40 Unrealized -5.1%
ESGU iShares ESG Aware MSCI USA ETF 0.1%
Value ($000) $1,594 Shares 15,193 Est. Cost $104.92 Unrealized
VO Vanguard Index Fund Mid-Cap 0.1%
Value ($000) $1,561 Shares 6,709 Est. Cost $223.12 Unrealized
OTIS Otis Worldwide Corp 0.1%
Value ($000) $1,551 Shares 17,333 Est. Cost $57.03 Unrealized +40.7%
DIA SPDR Dow Jones Industrial Aver 0.1%
Value ($000) $1,516 Shares 4,022 Est. Cost $156.73 Unrealized
NFLX Netflix Inc 0.1%
Value ($000) $1,459 Shares 2,997 Est. Cost $39.18 Unrealized +11.4%
CL Colgate Palmolive CO 0.1%
Value ($000) $1,437 Shares 18,030 Est. Cost $47.11 Unrealized +52.3%
TDG Transdigm Group Inc 0.1%
Value ($000) $1,396 Shares 1,380 Est. Cost $749.90 Unrealized +7.1%
COP Conocophillips 0.1%
Value ($000) $1,385 Shares 11,930 Est. Cost $59.64 Unrealized +84.0%
MMM 3m CO 0.1%
Value ($000) $1,365 Shares 12,483 Est. Cost $77.36 Unrealized -2.4%
APH Amphenol Corp 0.1%
Value ($000) $1,353 Shares 13,645 Est. Cost $42.48 Unrealized +2.1%
AMGN Amgen Inc 0.1%
Value ($000) $1,334 Shares 4,633 Est. Cost $143.55 Unrealized +77.7%
Aberdeen Std Physical Swiss Gold 0.1%
Value ($000) $1,317 Shares 66,742 Est. Cost $19.74 Unrealized
Te Connectivity Limited 0.1%
Value ($000) $1,315 Shares 9,358 Est. Cost $123.53 Unrealized
XLV Select Sector Health 0.1%
Value ($000) $1,297 Shares 9,510 Est. Cost $74.75 Unrealized
BAM Brookfield Asset Mgmt Inc Cl A 0.1%
Value ($000) $1,292 Shares 32,167 Est. Cost $31.12 Unrealized +1.1%
PWR Quanta Services Inc 0.1%
Value ($000) $1,234 Shares 5,718 Est. Cost $77.35 Unrealized +138.2%
TSLA Tesla Inc 0.1%
Value ($000) $1,223 Shares 4,921 Est. Cost $247.40 Unrealized -3.9%
XLF Financial Select Sector SPDR 0.1%
Value ($000) $1,209 Shares 32,156 Est. Cost $22.08 Unrealized
ROP Roper Technologies Inc 0.1%
Value ($000) $1,206 Shares 2,213 Est. Cost $482.70 Unrealized +5.2%
NUE Nucor Corp 0.1%
Value ($000) $1,203 Shares 6,911 Est. Cost $40.62 Unrealized +277.4%
SPSB SPDR Portfolio Short Term Corp 0.1%
Value ($000) $1,202 Shares 40,370 Est. Cost $29.23 Unrealized
AON Aon PLC ADR 0.1%
Value ($000) $1,195 Shares 4,105 Est. Cost $325.28 Unrealized -3.1%
BSV Vanguard Short Term Bond ETF 0.1%
Value ($000) $1,194 Shares 15,507 Est. Cost $75.32 Unrealized
RBC Rbc Bearings Inc 0.1%
Value ($000) $1,193 Shares 4,187 Est. Cost $226.85 Unrealized +8.1%
GVI iShares Tr Intrm Gov Cr ETF 0.1%
Value ($000) $1,191 Shares 11,365 Est. Cost $103.57 Unrealized
XLE Energy Select Sector SPDR 0.1%
Value ($000) $1,190 Shares 14,190 Est. Cost $71.90 Unrealized
MBB Ishares Barclays Mbs Bond ETF 0.1%
Value ($000) $1,158 Shares 12,304 Est. Cost $93.23 Unrealized
XLI Industrial Select Sector SPDR 0.1%
Value ($000) $1,152 Shares 10,103 Est. Cost $47.02 Unrealized
HSY The Hershey Company 0.1%
Value ($000) $1,082 Shares 5,806 Est. Cost $202.30 Unrealized -12.2%
IEI Ishares 3-7 Year Treasury Bond 0.1%
Value ($000) $1,081 Shares 9,230 Est. Cost $114.51 Unrealized
HDV Ishares Core High 0.1%
Value ($000) $1,079 Shares 10,575 Est. Cost $94.32 Unrealized
D Dominion Resources Inc 0.1%
Value ($000) $1,070 Shares 22,759 Est. Cost $39.45 Unrealized +1.8%
VB Vanguard Small Cap Etf 0.1%
Value ($000) $1,038 Shares 4,865 Est. Cost $213.33 Unrealized
WY Weyerhaeuser CO REIT 0.1%
Value ($000) $1,008 Shares 28,992 Est. Cost $30.62 Unrealized -4.9%
IJR iShares Core S&P Small-Cap 0.1%
Value ($000) $972 Shares 8,977 Est. Cost $90.22 Unrealized
GIS General Mls Inc 0.1%
Value ($000) $971 Shares 14,899 Est. Cost $33.36 Unrealized +78.5%
IYZ Ishares DJ US Telcom Sector ET 0.1%
Value ($000) $961 Shares 42,232 Est. Cost $27.79 Unrealized
FVD First Trust Value Line Div Index 0.1%
Value ($000) $956 Shares 23,565 Est. Cost $40.56 Unrealized
FISV Fiserv Inc 0.1%
Value ($000) $953 Shares 7,177 Est. Cost $70.04 Unrealized +75.2%
ICE Intercontinental Exchange Inc 0.1%
Value ($000) $942 Shares 7,338 Est. Cost $70.94 Unrealized +55.7%
ACN Accenture plc 0.1%
Value ($000) $914 Shares 2,604 Est. Cost $306.52 Unrealized +2.0%
BX Blackstone Inc 0.1%
Value ($000) $909 Shares 6,946 Est. Cost $98.24 Unrealized +3.9%
IWO Ishares Russell 2000 Growth ET 0.1%
Value ($000) $897 Shares 3,557 Est. Cost $235.35 Unrealized
VLTO Veralto Corp 0.1%
Value ($000) $874 Shares 10,620 Est. Cost $73.75 Unrealized 0.0%
DIVO Amplify CWP Enhanced Dividend 0.1%
Value ($000) $873 Shares 23,896 Est. Cost $35.63 Unrealized
GOVT iShares U.S. Treasury Bond 0.1%
Value ($000) $868 Shares 37,653 Est. Cost $23.04 Unrealized
RDVY First Trust Rising Dividend 0.1%
Value ($000) $864 Shares 16,725 Est. Cost $51.67 Unrealized
IONS Ionis Pharmaceuticals Inc 0.1%
Value ($000) $863 Shares 17,050 Est. Cost $41.26 Unrealized +16.1%
EFV Ishares Msci Eafe Value 0.1%
Value ($000) $860 Shares 16,515 Est. Cost $52.10 Unrealized
GILD Gilead Sciences Inc 0.1%
Value ($000) $834 Shares 10,296 Est. Cost $58.70 Unrealized +23.0%
ZBH Zimmer Biomet Holdings Inc 0.1%
Value ($000) $831 Shares 6,826 Est. Cost $95.87 Unrealized +14.1%
KMB Kimberly Clark Corp 0.1%
Value ($000) $819 Shares 6,738 Est. Cost $84.92 Unrealized +31.0%
CLX Clorox Co 0.1%
Value ($000) $811 Shares 5,685 Est. Cost $60.55 Unrealized +104.9%
ITW Illinois Tool Wks Inc 0.1%
Value ($000) $803 Shares 3,064 Est. Cost $130.64 Unrealized +74.0%
VEU Vanguard FTSE All-World ex-US 0.1%
Value ($000) $795 Shares 14,162 Est. Cost $52.76 Unrealized
HUBB Hubbell Inc 0.1%
Value ($000) $789 Shares 2,400 Est. Cost $292.38 Unrealized 0.0%
WM Waste Management Inc 0.1%
Value ($000) $788 Shares 4,401 Est. Cost $136.22 Unrealized +19.3%
FAST Fastenal CO 0.1%
Value ($000) $759 Shares 11,715 Est. Cost $26.81 Unrealized +7.0%
GQRE FlexShares Global Quality Real 0.1%
Value ($000) $754 Shares 13,525 Est. Cost $59.40 Unrealized
SCHG Schwab U.S. Large-Cap Growth 0.1%
Value ($000) $745 Shares 8,980 Est. Cost $82.96 Unrealized
OKE Oneok Inc 0.1%
Value ($000) $737 Shares 10,500 Est. Cost $57.97 Unrealized +4.1%
FCX Freeport-McMoran Inc 0.1%
Value ($000) $727 Shares 17,087 Est. Cost $37.17 Unrealized -3.4%
GLW Corning Inc 0.1%
Value ($000) $724 Shares 23,788 Est. Cost $18.82 Unrealized +44.1%
IVE Ishares S&P 500 Value ETF 0.1%
Value ($000) $697 Shares 4,007 Est. Cost $147.71 Unrealized
MAR Marriott International Inc 0.1%
Value ($000) $689 Shares 3,055 Est. Cost $148.61 Unrealized +33.6%
BDX Becton Dickinson 0.1%
Value ($000) $689 Shares 2,824 Est. Cost $175.20 Unrealized +35.0%
INTU Intuit 0.1%
Value ($000) $683 Shares 1,092 Est. Cost $511.12 Unrealized +6.6%
DKS Dicks Sporting Goods Inc 0.1%
Value ($000) $670 Shares 4,559 Est. Cost $63.87 Unrealized +81.2%
VEA Vanguard FTSE Developed Market 0.1%
Value ($000) $669 Shares 13,967 Est. Cost $46.03 Unrealized
SYK Stryker Corp. 0.1%
Value ($000) $668 Shares 2,230 Est. Cost $251.94 Unrealized +9.1%
CTVA Corteva Inc 0.1%
Value ($000) $662 Shares 13,809 Est. Cost $32.64 Unrealized +42.6%
MS Morgan Stanley 0.1%
Value ($000) $661 Shares 7,093 Est. Cost $68.38 Unrealized +9.4%
AMAT Applied Materials Inc 0.1%
Value ($000) $660 Shares 4,075 Est. Cost $140.40 Unrealized +2.7%
SPIB SPDR Portfolio Intermediate Te 0.1%
Value ($000) $652 Shares 19,861 Est. Cost $33.54 Unrealized
IWP Ishares Russell Midcap Growth 0.1%
Value ($000) $642 Shares 6,147 Est. Cost $92.46 Unrealized
SHEL Shell Plc 0.0%
Value ($000) $634 Shares 9,632 Est. Cost $54.78 Unrealized
J Jacobs Solutions Inc 0.0%
Value ($000) $628 Shares 4,837 Est. Cost $99.93 Unrealized +7.0%
IAGG iShares Core Intl Aggregate Bond 0.0%
Value ($000) $619 Shares 12,435 Est. Cost $52.12 Unrealized
VOE Vanguard Mid Cap Value 0.0%
Value ($000) $616 Shares 4,250 Est. Cost $116.04 Unrealized
DFAX Dimensional World ex U.S. Core E 0.0%
Value ($000) $604 Shares 24,751 Est. Cost $24.42 Unrealized
C Citigroup Inc 0.0%
Value ($000) $601 Shares 11,689 Est. Cost $42.79 Unrealized -3.4%
XLP Consumer Staples Select Sector 0.0%
Value ($000) $596 Shares 8,276 Est. Cost $48.77 Unrealized
SCHW The Charles Schwab Corp 0.0%
Value ($000) $596 Shares 8,656 Est. Cost $44.99 Unrealized +24.7%
SCHX Schwab U.S. Large-Cap 0.0%
Value ($000) $595 Shares 10,557 Est. Cost $56.40 Unrealized
MET Metlife Inc 0.0%
Value ($000) $565 Shares 8,545 Est. Cost $33.48 Unrealized +75.5%
FVC First Trust DW Dynamic Focus 5 0.0%
Value ($000) $562 Shares 17,161 Est. Cost $32.78 Unrealized
TMUS T-Mobile US Inc 0.0%
Value ($000) $557 Shares 3,472 Est. Cost $139.13 Unrealized +2.9%
DUK Duke Energy Corp 0.0%
Value ($000) $552 Shares 5,693 Est. Cost $60.06 Unrealized +39.6%
FTSM First Trust Enhanced Short Matur 0.0%
Value ($000) $549 Shares 9,201 Est. Cost $59.66 Unrealized
BF/B Brown Forman Corp 0.0%
Value ($000) $545 Shares 9,540 Est. Cost $62.97 Unrealized -13.6%
JPST JPMorgan Ultra-Short Income ET 0.0%
Value ($000) $543 Shares 10,804 Est. Cost $50.26 Unrealized
SUSA iShares MSCI USA ESG Select ET 0.0%
Value ($000) $540 Shares 5,373 Est. Cost $83.14 Unrealized
IVW Ishares S&P 500 Growth 0.0%
Value ($000) $539 Shares 7,183 Est. Cost $58.50 Unrealized
BK Bank of New York Mellon Corp 0.0%
Value ($000) $539 Shares 10,360 Est. Cost $26.63 Unrealized +64.0%
ISRG Intuitive Surgical 0.0%
Value ($000) $537 Shares 1,592 Est. Cost $310.63 Unrealized -4.0%
CSX Csx Corp 0.0%
Value ($000) $534 Shares 15,408 Est. Cost $23.91 Unrealized +29.1%
ORLY O'Reilly Automotive Inc 0.0%
Value ($000) $533 Shares 561 Est. Cost $36.40 Unrealized +73.6%
MKL Markel Group INC COM 0.0%
Value ($000) $531 Shares 374 Est. Cost $1463.82 Unrealized -3.1%
XYL Xylem Inc 0.0%
Value ($000) $525 Shares 4,591 Est. Cost $33.38 Unrealized +191.7%
RSP Invesco Exchange Traded Fd Tr 0.0%
Value ($000) $517 Shares 3,277 Est. Cost $157.80 Unrealized
IWN Ishares Russell 2000 Value ETF 0.0%
Value ($000) $499 Shares 3,212 Est. Cost $144.35 Unrealized
IGLB Ishares Tr 10 Yr Invst Grd 0.0%
Value ($000) $497 Shares 9,435 Est. Cost $50.04 Unrealized
PSK SPDR Preferred Stock ETF 0.0%
Value ($000) $495 Shares 14,755 Est. Cost $33.35 Unrealized
ADSK Autodesk Inc 0.0%
Value ($000) $483 Shares 1,982 Est. Cost $211.69 Unrealized +2.0%
EPD Enterprise Prods Partners LP 0.0%
Value ($000) $479 Shares 18,190 Est. Cost $26.35 Unrealized
FIW First Trust ISE Water Index Fd 0.0%
Value ($000) $477 Shares 5,036 Est. Cost $94.80 Unrealized
YUM Yum! Brands Inc 0.0%
Value ($000) $466 Shares 3,563 Est. Cost $65.47 Unrealized +82.8%
PAYX Paychex Inc 0.0%
Value ($000) $463 Shares 3,890 Est. Cost $112.03 Unrealized -0.8%
KHC Kraft Heinz CO 0.0%
Value ($000) $463 Shares 12,515 Est. Cost $42.02 Unrealized -27.7%
LMBS First Trust Low Duration 0.0%
Value ($000) $462 Shares 9,570 Est. Cost $48.32 Unrealized
ENB Enbridge Incorporated 0.0%
Value ($000) $461 Shares 12,785 Est. Cost $29.90 Unrealized -1.7%
TFC Truist Financial Corporation 0.0%
Value ($000) $448 Shares 12,145 Est. Cost $37.28 Unrealized -24.3%
NOC Northrop Grumman Corporation 0.0%
Value ($000) $439 Shares 937 Est. Cost $424.97 Unrealized +6.4%
MKC McCormick & CO Inc 0.0%
Value ($000) $437 Shares 6,385 Est. Cost $78.12 Unrealized -20.7%
GSK GSK PLC Sponsored ADR 0.0%
Value ($000) $431 Shares 11,643 Est. Cost $35.68 Unrealized
ADI Analog Devices Inc 0.0%
Value ($000) $431 Shares 2,173 Est. Cost $172.22 Unrealized 0.0%
AEM Agnico Eagle Mines Ltd 0.0%
Value ($000) $425 Shares 7,748 Est. Cost $46.66 Unrealized +2.8%
PYPL Paypal Holdings Inc 0.0%
Value ($000) $424 Shares 6,912 Est. Cost $86.23 Unrealized -33.7%
MTD Mettler Toledo International 0.0%
Value ($000) $420 Shares 346 Est. Cost $1225.41 Unrealized -11.8%
EOG Eog Res Inc 0.0%
Value ($000) $419 Shares 3,468 Est. Cost $116.91 Unrealized -1.1%
URI United Rentals Inc 0.0%
Value ($000) $419 Shares 730 Est. Cost $450.63 Unrealized +2.7%
MLM Martin Marietta Matls Inc 0.0%
Value ($000) $417 Shares 835 Est. Cost $436.08 Unrealized +2.1%
LQD iShares iBoxx InvGrade Corp Bd 0.0%
Value ($000) $413 Shares 3,734 Est. Cost $110.66 Unrealized
CMG Chipotle Mexican Grill Inc 0.0%
Value ($000) $405 Shares 177 Est. Cost $29.47 Unrealized +41.2%
FSLR First Solar Inc 0.0%
Value ($000) $398 Shares 2,309 Est. Cost $186.08 Unrealized -17.8%
TSM Taiwan Semiconductor Spons ADR 0.0%
Value ($000) $395 Shares 3,802 Est. Cost $86.90 Unrealized
IGIB Ishares 5-10 Yr Inv Gr Corp Bd 0.0%
Value ($000) $386 Shares 7,432 Est. Cost $52.00 Unrealized
MCO Moodys Corp 0.0%
Value ($000) $383 Shares 981 Est. Cost $333.80 Unrealized +2.4%
DSI iShares KLD 400 Social Index 0.0%
Value ($000) $372 Shares 4,090 Est. Cost $91.05 Unrealized
CI Cigna Group 0.0%
Value ($000) $372 Shares 1,242 Est. Cost $222.42 Unrealized +26.2%
MAS Masco Corp 0.0%
Value ($000) $365 Shares 5,454 Est. Cost $55.47 Unrealized +1.0%
CDNS Cadence Design System Inc 0.0%
Value ($000) $361 Shares 1,325 Est. Cost $234.06 Unrealized +10.1%
SPEM SPDR Portfolio Emerging Market 0.0%
Value ($000) $359 Shares 10,130 Est. Cost $33.44 Unrealized
IWF Ishares Russell 1000 Growth ET 0.0%
Value ($000) $358 Shares 1,182 Est. Cost $200.18 Unrealized
APA APA Corporation 0.0%
Value ($000) $355 Shares 9,886 Est. Cost $17.24 Unrealized +100.9%
FTSL First Trust Senior Loan 0.0%
Value ($000) $352 Shares 7,639 Est. Cost $46.07 Unrealized
TSCO Tractor Supply Co 0.0%
Value ($000) $350 Shares 1,630 Est. Cost $41.10 Unrealized -4.2%
AMT American Tower Corp REIT 0.0%
Value ($000) $348 Shares 1,612 Est. Cost $190.23 Unrealized -7.9%
SCHM Schwab U.S. Mid-Cap 0.0%
Value ($000) $346 Shares 4,588 Est. Cost $75.32 Unrealized
MBSD Flexshares Disciplined Duratio 0.0%
Value ($000) $345 Shares 16,790 Est. Cost $20.18 Unrealized
IQDF FlexShares International Quali 0.0%
Value ($000) $338 Shares 14,525 Est. Cost $22.93 Unrealized
BLDR Builders Firstsource 0.0%
Value ($000) $334 Shares 2,000 Est. Cost $132.90 Unrealized 0.0%
AROW Arrow Finl Corp 0.0%
Value ($000) $329 Shares 11,778 Est. Cost $24.36 Unrealized -13.2%
BP BP PLC Spons ADR 0.0%
Value ($000) $326 Shares 9,206 Est. Cost $24.82 Unrealized
GPC Genuine Parts CO 0.0%
Value ($000) $323 Shares 2,334 Est. Cost $128.49 Unrealized 0.0%
MCK McKesson Corp 0.0%
Value ($000) $323 Shares 698 Est. Cost $416.71 Unrealized +8.1%
BAX Baxter Intl Inc 0.0%
Value ($000) $314 Shares 8,119 Est. Cost $31.71 Unrealized +6.0%
CMI Cummins Inc 0.0%
Value ($000) $312 Shares 1,303 Est. Cost $227.19 Unrealized -4.6%
HYS PIMCO 0-5 Year High Yield Corp 0.0%
Value ($000) $311 Shares 3,338 Est. Cost $90.30 Unrealized
VYM Vanguard Whitehall Funds 0.0%
Value ($000) $310 Shares 2,777 Est. Cost $112.41 Unrealized
VXUS Vanguard Total Intl Stock Et 0.0%
Value ($000) $309 Shares 5,325 Est. Cost $63.37 Unrealized
PEG Public Service Enterprise Grou 0.0%
Value ($000) $307 Shares 5,026 Est. Cost $32.88 Unrealized +74.2%
QUAL Ishares Msci Usa Qlty 0.0%
Value ($000) $304 Shares 2,064 Est. Cost $147.14 Unrealized
IWY IShares Russell Top 200 Growth 0.0%
Value ($000) $303 Shares 1,730 Est. Cost $106.70 Unrealized
IJK Ishares S&P Midcap 400/Grwth E 0.0%
Value ($000) $302 Shares 3,806 Est. Cost $112.33 Unrealized
ASML Asml Holding N V 0.0%
Value ($000) $301 Shares 398 Est. Cost $591.62 Unrealized
CME CME Group Inc. 0.0%
Value ($000) $297 Shares 1,410 Est. Cost $194.65 Unrealized 0.0%
TRV The Travelers Companies, Inc. 0.0%
Value ($000) $297 Shares 1,557 Est. Cost $166.66 Unrealized 0.0%
DTE DTE Energy Co 0.0%
Value ($000) $296 Shares 2,684 Est. Cost $78.15 Unrealized +21.5%
BSX Boston Scientific Corp 0.0%
Value ($000) $296 Shares 5,112 Est. Cost $52.51 Unrealized +1.7%
ALL Allstate Corp 0.0%
Value ($000) $294 Shares 2,103 Est. Cost $124.75 Unrealized 0.0%
CP Canadian Pacific Kansas City L 0.0%
Value ($000) $290 Shares 3,671 Est. Cost $72.13 Unrealized 0.0%
MNST Monster Beverage Corp New 0.0%
Value ($000) $290 Shares 5,035 Est. Cost $56.42 Unrealized -5.3%
FNDF Schwab Fundamental International 0.0%
Value ($000) $288 Shares 8,541 Est. Cost $29.30 Unrealized
SPLV Invesco S&P 500 Low Volatility E 0.0%
Value ($000) $286 Shares 4,572 Est. Cost $59.19 Unrealized
VIG Vanguard Dividend Appreciation 0.0%
Value ($000) $286 Shares 1,677 Est. Cost $146.74 Unrealized
Arrow Manufacturing Co. 0.0%
Value ($000) $284 Shares 463 Est. Cost $613.34 Unrealized
VGSH Vanguard Short Term 0.0%
Value ($000) $274 Shares 4,694 Est. Cost $57.60 Unrealized
BBY Best Buy Company Inc 0.0%
Value ($000) $274 Shares 3,496 Est. Cost $23.76 Unrealized +167.0%
STZ Constellation Brands Inc 0.0%
Value ($000) $261 Shares 1,081 Est. Cost $249.26 Unrealized -8.6%
CAH Cardinal Health Inc 0.0%
Value ($000) $261 Shares 2,592 Est. Cost $71.89 Unrealized +33.1%
IEF Ishares Barclays 7-10 Year Tr 0.0%
Value ($000) $260 Shares 2,695 Est. Cost $96.06 Unrealized
EEMV Ishs Msci Emerg Mrkt Min 0.0%
Value ($000) $254 Shares 4,578 Est. Cost $55.59 Unrealized
FALN Ishares Fallen Angels 0.0%
Value ($000) $253 Shares 9,598 Est. Cost $26.40 Unrealized
FDX Fedex Corporation 0.0%
Value ($000) $253 Shares 999 Est. Cost $220.93 Unrealized +9.7%
GEHC Ge Healthcare Technologi 0.0%
Value ($000) $253 Shares 3,267 Est. Cost $69.79 Unrealized 0.0%
IWS Ishares Russell MidCap Value 0.0%
Value ($000) $251 Shares 2,158 Est. Cost $116.29 Unrealized
IWB iShares Russell 1000 0.0%
Value ($000) $246 Shares 938 Est. Cost $225.23 Unrealized
CALF Pacer US Small Cap Cash Cows 1 0.0%
Value ($000) $245 Shares 5,111 Est. Cost $48.03 Unrealized
DLR Digital Realty Trust Inc REIT 0.0%
Value ($000) $244 Shares 1,814 Est. Cost $90.52 Unrealized +33.2%
BIL SPDR Tr Bloomberg 1-3 MO ETF 0.0%
Value ($000) $240 Shares 2,631 Est. Cost $91.82 Unrealized
PLTR Palantir Technologies, Inc. 0.0%
Value ($000) $238 Shares 13,863 Est. Cost $17.81 Unrealized 0.0%
DVY Ishares DJ Select Dividend ETF 0.0%
Value ($000) $234 Shares 1,999 Est. Cost $117.22 Unrealized
PFFD Global X US Preferred ETF 0.0%
Value ($000) $233 Shares 12,000 Est. Cost $25.75 Unrealized
TM Toyota Motor Corp Spons ADR 0.0%
Value ($000) $232 Shares 1,265 Est. Cost $180.01 Unrealized
USHY IShares Broad USD High Yield C 0.0%
Value ($000) $229 Shares 6,288 Est. Cost $36.35 Unrealized
IWD Ishares Tr Rus 1000 Val ETF 0.0%
Value ($000) $227 Shares 1,375 Est. Cost $151.65 Unrealized
DOV Dover Corp 0.0%
Value ($000) $221 Shares 1,434 Est. Cost $136.69 Unrealized 0.0%
ROK ROCKWELL AUTOMATION 0.0%
Value ($000) $220 Shares 708 Est. Cost $270.11 Unrealized 0.0%
BHP Bhp Billiton Ltd Adr 0.0%
Value ($000) $219 Shares 3,209 Est. Cost $68.31 Unrealized
IWR Ishares Russell Mid Cap ETF 0.0%
Value ($000) $211 Shares 2,717 Est. Cost $77.73 Unrealized
AFL Aflac Inc 0.0%
Value ($000) $209 Shares 2,533 Est. Cost $76.99 Unrealized 0.0%
XLC Communication Services Select 0.0%
Value ($000) $207 Shares 2,848 Est. Cost $72.66 Unrealized
BALL Ball Corp 0.0%
Value ($000) $206 Shares 3,580 Est. Cost $50.04 Unrealized 0.0%
EXC Exelon Corp 0.0%
Value ($000) $206 Shares 5,728 Est. Cost $19.80 Unrealized +79.4%
VV Vanguard Large-Cap ETF 0.0%
Value ($000) $205 Shares 942 Est. Cost $218.15 Unrealized
VXF Vanguard Extended Market Index 0.0%
Value ($000) $202 Shares 1,226 Est. Cost $164.37 Unrealized
KVUE Kenvue Inc 0.0%
Value ($000) $200 Shares 9,304 Est. Cost $18.40 Unrealized 0.0%
NOBL ProShares S&P 500 Div Aristocrat 0.0%
Value ($000) $194 Shares 2,037 Est. Cost $95.20 Unrealized
SEIC S E I Investments Co 0.0%
Value ($000) $191 Shares 3,005 Est. Cost $56.53 Unrealized 0.0%
GBDC Golub Cap Bdc Inc 0.0%
Value ($000) $186 Shares 12,300 Est. Cost $10.75 Unrealized +6.4%
USMV iShares Edge MSCI Min Vol USA 0.0%
Value ($000) $180 Shares 1,894 Est. Cost $95.29 Unrealized
ED Consolidated Edison Inc. 0.0%
Value ($000) $173 Shares 1,907 Est. Cost $83.05 Unrealized 0.0%
IYW Ishares US Technology 0.0%
Value ($000) $172 Shares 1,399 Est. Cost $122.75 Unrealized
TLH Ishares 10-20 Year Tsury 0.0%
Value ($000) $171 Shares 1,578 Est. Cost $108.26 Unrealized
BrandywineGLOBAL - Global Inco 0.0%
Value ($000) $156 Shares 18,700 Est. Cost $7.51 Unrealized
LNT ALLIANT ENERGY CORP 0.0%
Value ($000) $141 Shares 2,758 Est. Cost $46.45 Unrealized 0.0%
DB Deutsche Bank Ag ADR 0.0%
Value ($000) $136 Shares 10,000 Est. Cost $7.45 Unrealized +49.3%
MGEE MGE ENERGY INC 0.0%
Value ($000) $134 Shares 1,849 Est. Cost $69.06 Unrealized 0.0%
SCHR Schwab Inter Term US Treasury 0.0%
Value ($000) $133 Shares 2,674 Est. Cost $49.72 Unrealized
PSX Phillips 66 0.0%
Value ($000) $123 Shares 925 Est. Cost $111.04 Unrealized 0.0%
Lam Research Corporation 0.0%
Value ($000) $122 Shares 156 Est. Cost $783.26 Unrealized
IMCG Ishares Morgstar Mid Cap 0.0%
Value ($000) $106 Shares 1,652 Est. Cost $64.45 Unrealized
IJS Ishares S&P Small Cap 0.0%
Value ($000) $106 Shares 1,033 Est. Cost $103.07 Unrealized
IFRA iShares U.S. Infrastructure ETF 0.0%
Value ($000) $105 Shares 2,619 Est. Cost $40.27 Unrealized
FPE First TRUST Preferred 0.0%
Value ($000) $95 Shares 5,605 Est. Cost $16.86 Unrealized
SCHO Schwab Short-Term US Treasury 0.0%
Value ($000) $91 Shares 1,875 Est. Cost $48.45 Unrealized
ICVT iShares Convertible Bond ETF 0.0%
Value ($000) $86 Shares 1,089 Est. Cost $78.59 Unrealized
VHT Vanguard Health Care 0.0%
Value ($000) $81 Shares 325 Est. Cost $250.70 Unrealized
GRID First Trust NASDAQ Cln EdgeSt 0.0%
Value ($000) $81 Shares 775 Est. Cost $104.71 Unrealized
XEL Xcel Energy Inc 0.0%
Value ($000) $78 Shares 1,263 Est. Cost $55.51 Unrealized 0.0%
IDV iShares DowJones EPAC Select D 0.0%
Value ($000) $78 Shares 2,786 Est. Cost $27.99 Unrealized
CZFS Citizens Finl Svcs 0.0%
Value ($000) $77 Shares 1,188 Est. Cost $50.19 Unrealized 0.0%
W E C ENERGY GROUP INC 0.0%
Value ($000) $76 Shares 904 Est. Cost $84.17 Unrealized
TFLO Ishares Treasury 0.0%
Value ($000) $73 Shares 1,445 Est. Cost $50.47 Unrealized
KKR Kkr & Co Inc 0.0%
Value ($000) $71 Shares 860 Est. Cost $66.83 Unrealized 0.0%
IYE iShares US Energy ETF 0.0%
Value ($000) $65 Shares 1,475 Est. Cost $44.12 Unrealized
ESGE iShares ESG MSCI EM 0.0%
Value ($000) $65 Shares 2,018 Est. Cost $32.06 Unrealized
MUB Ishares National Muni 0.0%
Value ($000) $64 Shares 591 Est. Cost $108.41 Unrealized
CWEN Clearway Energy Inc 0.0%
Value ($000) $64 Shares 2,333 Est. Cost $20.51 Unrealized 0.0%
IXN iShares Global Tech 0.0%
Value ($000) $64 Shares 934 Est. Cost $68.18 Unrealized
MGC Vanguard Mega Cap Etf IV 0.0%
Value ($000) $63 Shares 374 Est. Cost $169.28 Unrealized
VLUE iShares Edge MSCI USA Value Fact 0.0%
Value ($000) $63 Shares 625 Est. Cost $101.16 Unrealized
COMT iShares GSCI Commodity Dynamic R 0.0%
Value ($000) $61 Shares 2,428 Est. Cost $25.07 Unrealized
SLQD Ishrs 0-5 Year Inv Grd 0.0%
Value ($000) $58 Shares 1,178 Est. Cost $49.20 Unrealized
O'Shares FTSE U.S. Quality Divid 0.0%
Value ($000) $57 Shares 1,242 Est. Cost $46.09 Unrealized
EMB iShares J.P. Morgan USD Emerging 0.0%
Value ($000) $50 Shares 560 Est. Cost $89.06 Unrealized
AOA iShares Core Aggressive ETF 0.0%
Value ($000) $47 Shares 683 Est. Cost $69.05 Unrealized
LAS VEGAS SANDS CORP 0.0%
Value ($000) $46 Shares 943 Est. Cost $49.26 Unrealized
TLT iShares 20 Year Treasury Bond 0.0%
Value ($000) $46 Shares 469 Est. Cost $98.88 Unrealized
IXG iShares Global Financials ETF 0.0%
Value ($000) $41 Shares 520 Est. Cost $78.58 Unrealized
JEPI JPMorgan Equity Premium Income E 0.0%
Value ($000) $38 Shares 692 Est. Cost $54.98 Unrealized
VLO Valero Energy Corp New 0.0%
Value ($000) $37 Shares 286 Est. Cost $119.35 Unrealized 0.0%
CFG Citizens Financial Group, Inc. 0.0%
Value ($000) $37 Shares 1,106 Est. Cost $25.22 Unrealized 0.0%
ADM Archer-Daniels-Midland Co. 0.0%
Value ($000) $36 Shares 500 Est. Cost $67.79 Unrealized 0.0%
VTWO VANGUARD RUSSELL 2000 ETF IV 0.0%
Value ($000) $35 Shares 437 Est. Cost $81.19 Unrealized
F Ford Motor Co. 0.0%
Value ($000) $34 Shares 2,805 Est. Cost $9.63 Unrealized 0.0%
LIT Global X Lithium Battery 0.0%
Value ($000) $33 Shares 651 Est. Cost $50.94 Unrealized
SHYG iShares 0-5 Year High Yield Corp 0.0%
Value ($000) $32 Shares 768 Est. Cost $42.22 Unrealized
VDC Vanguard Consumer 0.0%
Value ($000) $32 Shares 168 Est. Cost $190.96 Unrealized
PPL Corporation 0.0%
Value ($000) $32 Shares 1,176 Est. Cost $27.10 Unrealized
MELI Mercadolibre, Inc. 0.0%
Value ($000) $31 Shares 20 Est. Cost $1417.24 Unrealized 0.0%
MTUM Ishares Msci Usa Momntum 0.0%
Value ($000) $31 Shares 199 Est. Cost $156.89 Unrealized
VPU Vanguard World Fund - Utilities 0.0%
Value ($000) $31 Shares 223 Est. Cost $137.22 Unrealized
WBD Warner Bros Discovery Inc. 0.0%
Value ($000) $29 Shares 2,563 Est. Cost $10.79 Unrealized 0.0%
LCTU Blackrock US Carbon Trns 0.0%
Value ($000) $28 Shares 539 Est. Cost $52.34 Unrealized
KEY KeyCorp 0.0%
Value ($000) $28 Shares 1,935 Est. Cost $10.65 Unrealized 0.0%
AMKAF A P Moeller Maersk Ord 0.0%
Value ($000) $27 Shares 15 Est. Cost $1402.62 Unrealized 0.0%
COIN Coinbase Global Inc 0.0%
Value ($000) $26 Shares 150 Est. Cost $109.20 Unrealized 0.0%
Lincoln National Corp. 0.0%
Value ($000) $26 Shares 960 Est. Cost $26.97 Unrealized
VAW Vanguard Materials 0.0%
Value ($000) $25 Shares 131 Est. Cost $189.94 Unrealized
FYX First Trust Small Cap AlphaDEX 0.0%
Value ($000) $24 Shares 257 Est. Cost $91.56 Unrealized
QQQ Invesco QQQ Trust 0.0%
Value ($000) $23 Shares 57 Est. Cost $409.53 Unrealized
MTB M&T Bank Corp. 0.0%
Value ($000) $23 Shares 167 Est. Cost $117.30 Unrealized 0.0%
IHI iShares U.S. Medical Devices 0.0%
Value ($000) $23 Shares 420 Est. Cost $53.97 Unrealized
DNP Select Income Fund Inc 0.0%
Value ($000) $22 Shares 2,633 Est. Cost $8.48 Unrealized
TMFC Motley Fool 100 Index ETF 0.0%
Value ($000) $22 Shares 500 Est. Cost $44.65 Unrealized
SPYV SPDR Portfolio S&P 500 Value ETF 0.0%
Value ($000) $22 Shares 462 Est. Cost $46.63 Unrealized
VTIP VANGUARD SHRT INF PROT SEC INDEX ETF 0.0%
Value ($000) $21 Shares 441 Est. Cost $47.52 Unrealized
DFAI Dimensional Intern Core 0.0%
Value ($000) $21 Shares 721 Est. Cost $28.64 Unrealized
PIMCO MUNICIPAL INCOME C 0.0%
Value ($000) $21 Shares 2,200 Est. Cost $9.33 Unrealized
HMC Honda Motor Co Ltd 0.0%
Value ($000) $20 Shares 650 Est. Cost $30.91 Unrealized
MGK Vanguard Mega Cap Growth 0.0%
Value ($000) $19 Shares 75 Est. Cost $259.51 Unrealized
OLED Universal Display Co 0.0%
Value ($000) $19 Shares 100 Est. Cost $161.47 Unrealized 0.0%
USXF Ishares Esg Advanced 0.0%
Value ($000) $18 Shares 457 Est. Cost $39.82 Unrealized
Amcor Plc 0.0%
Value ($000) $17 Shares 1,799 Est. Cost $8.45 Unrealized 0.0%
O'Shares Global Internet 0.0%
Value ($000) $17 Shares 457 Est. Cost $36.51 Unrealized
MGM MGM RESORTS INTL 0.0%
Value ($000) $16 Shares 357 Est. Cost $39.23 Unrealized 0.0%
PTLO PORTILLOS INC 0.0%
Value ($000) $16 Shares 1,000 Est. Cost $15.45 Unrealized 0.0%
WYNN WYNN RESORTS 0.0%
Value ($000) $16 Shares 174 Est. Cost $86.72 Unrealized 0.0%
CC The Chemours Company 0.0%
Value ($000) $16 Shares 500 Est. Cost $24.90 Unrealized 0.0%
Pioneer Natural Res Co 0.0%
Value ($000) $16 Shares 70 Est. Cost $224.89 Unrealized
Westrock Co 0.0%
Value ($000) $15 Shares 356 Est. Cost $41.52 Unrealized
SPYG SPDR Portfolio S&P 500 Growth ET 0.0%
Value ($000) $15 Shares 227 Est. Cost $65.06 Unrealized
FDL First Trust Morningstar Div 0.0%
Value ($000) $14 Shares 400 Est. Cost $35.88 Unrealized
VWDRY Vestas Wind Sys As Utd 0.0%
Value ($000) $14 Shares 1,350 Est. Cost $10.49 Unrealized
ATO Atmos Energy Corp 0.0%
Value ($000) $14 Shares 122 Est. Cost $106.01 Unrealized 0.0%
Allstate Corporation 0.0%
Value ($000) $14 Shares 100 Est. Cost $139.98 Unrealized
WELL WELLTOWER INC REIT 0.0%
Value ($000) $13 Shares 140 Est. Cost $83.03 Unrealized 0.0%
IYK iShares DJ US Consumer Goods 0.0%
Value ($000) $12 Shares 65 Est. Cost $191.71 Unrealized
SUSC Ishar Tru Esg Awr Usd 0.0%
Value ($000) $12 Shares 512 Est. Cost $23.27 Unrealized
KD Kyndryl Hldgs Inc 0.0%
Value ($000) $12 Shares 561 Est. Cost $17.09 Unrealized 0.0%
VTRS Viatris Inc 0.0%
Value ($000) $12 Shares 1,075 Est. Cost $8.69 Unrealized 0.0%
BABA Alibaba Group Hldg Ltd 0.0%
Value ($000) $12 Shares 150 Est. Cost $77.51 Unrealized
MGV Vanguard Mega Cap Value 0.0%
Value ($000) $11 Shares 105 Est. Cost $109.37 Unrealized
XPO Xpo Logistics Inc 0.0%
Value ($000) $11 Shares 129 Est. Cost $81.49 Unrealized 0.0%
Petrochina Co 'H'CNY1 0.0%
Value ($000) $11 Shares 17,000 Est. Cost $0.66 Unrealized
CNMD Conmed Corp 0.0%
Value ($000) $11 Shares 102 Est. Cost $101.06 Unrealized 0.0%
EMLP First Trust No Am Energy Infras 0.0%
Value ($000) $11 Shares 400 Est. Cost $27.69 Unrealized
VRP Invsc Variable Rate 0.0%
Value ($000) $11 Shares 470 Est. Cost $23.08 Unrealized
CG The Carlyle Group Inc. 0.0%
Value ($000) $11 Shares 266 Est. Cost $30.71 Unrealized 0.0%
IFV First Trust DW Int'l Focus 0.0%
Value ($000) $11 Shares 544 Est. Cost $19.54 Unrealized
DMXF Ishares Esg Advanced 0.0%
Value ($000) $10 Shares 162 Est. Cost $63.88 Unrealized
Kellogg Co 0.0%
Value ($000) $10 Shares 184 Est. Cost $48.79 Unrealized 0.0%
New York Cmnty Banco 0.0%
Value ($000) $10 Shares 1,000 Est. Cost $10.23 Unrealized
GT GOODYEAR TIRE RUBBER 0.0%
Value ($000) $10 Shares 705 Est. Cost $13.29 Unrealized 0.0%
HRL Hormel Foods Corp 0.0%
Value ($000) $10 Shares 307 Est. Cost $30.20 Unrealized 0.0%
AMD Advanced Micro Devices, Inc. 0.0%
Value ($000) $10 Shares 65 Est. Cost $117.86 Unrealized 0.0%
First TRUST Mlp And Ener 0.0%
Value ($000) $9 Shares 1,068 Est. Cost $8.57 Unrealized
DJT Digital World Acquisitio 0.0%
Value ($000) $9 Shares 516 Est. Cost $16.32 Unrealized 0.0%
AllianceBernstein Gl High IncFun 0.0%
Value ($000) $9 Shares 877 Est. Cost $10.12 Unrealized
PDM Piedmont Office Realty Tr Inc. 0.0%
Value ($000) $9 Shares 1,244 Est. Cost $7.11 Unrealized
Pimco Dynamic Income Cf 0.0%
Value ($000) $9 Shares 487 Est. Cost $17.95 Unrealized
ARKQ ARK Autonomous Tech & Robotics E 0.0%
Value ($000) $9 Shares 151 Est. Cost $57.70 Unrealized
ETSY Etsy, Inc. 0.0%
Value ($000) $8 Shares 100 Est. Cost $71.54 Unrealized 0.0%
SPDR Bloomberg Barclays High Yie 0.0%
Value ($000) $8 Shares 85 Est. Cost $94.73 Unrealized
GXO Gxo Logistics Inc 0.0%
Value ($000) $8 Shares 129 Est. Cost $56.03 Unrealized 0.0%
YUMC Yum China Holdings, Inc. 0.0%
Value ($000) $8 Shares 183 Est. Cost $46.55 Unrealized 0.0%
Gabelli Dividend & Incom 0.0%
Value ($000) $8 Shares 353 Est. Cost $21.64 Unrealized
SYF Synchrony Financial 0.0%
Value ($000) $8 Shares 200 Est. Cost $30.33 Unrealized 0.0%
SRE Sempra 0.0%
Value ($000) $7 Shares 100 Est. Cost $66.74 Unrealized 0.0%
DEO Diageo Plc 0.0%
Value ($000) $7 Shares 48 Est. Cost $145.67 Unrealized
American Intl Group Inc 0.0%
Value ($000) $7 Shares 100 Est. Cost $67.75 Unrealized
WAL Western Alliance Bancorporation 0.0%
Value ($000) $7 Shares 101 Est. Cost $48.09 Unrealized 0.0%
IDXX IDEXX Laboratories, Inc. 0.0%
Value ($000) $7 Shares 12 Est. Cost $469.47 Unrealized 0.0%
GPK Graphic Packaging Holding Compan 0.0%
Value ($000) $7 Shares 269 Est. Cost $22.41 Unrealized 0.0%
WEN Wendy's International Inc. 0.0%
Value ($000) $6 Shares 325 Est. Cost $19.25 Unrealized 0.0%
Eaton Vance Tax Man Gl D 0.0%
Value ($000) $6 Shares 800 Est. Cost $7.72 Unrealized
QSR Restaurant Brands 0.0%
Value ($000) $6 Shares 76 Est. Cost $69.56 Unrealized 0.0%
BGS B & G Foods Inc 0.0%
Value ($000) $6 Shares 560 Est. Cost $7.10 Unrealized 0.0%
VOT Vanguard Mid Cap Growth 0.0%
Value ($000) $6 Shares 26 Est. Cost $219.58 Unrealized
SCE Trust II Trust Preferred 0.0%
Value ($000) $6 Shares 275 Est. Cost $20.61 Unrealized
Viacomcbs Inc 0.0%
Value ($000) $5 Shares 371 Est. Cost $14.77 Unrealized
MOAT VanEck Morningstar Wide Moat ETF 0.0%
Value ($000) $5 Shares 62 Est. Cost $84.87 Unrealized
TTWO Take Two Interactv 0.0%
Value ($000) $5 Shares 32 Est. Cost $149.20 Unrealized 0.0%
Vodafone Group plc 0.0%
Value ($000) $5 Shares 583 Est. Cost $8.70 Unrealized
EAGG Ishares Esg Aware US 0.0%
Value ($000) $5 Shares 103 Est. Cost $47.74 Unrealized
Lexington Realty C PFD Series C 0.0%
Value ($000) $5 Shares 100 Est. Cost $48.37 Unrealized
LCTD Blackrock Wrld Ex US 0.0%
Value ($000) $5 Shares 104 Est. Cost $43.73 Unrealized
BBJP JPMorgan BetaBuilders Japan ETF 0.0%
Value ($000) $4 Shares 85 Est. Cost $52.52 Unrealized
SLYV SPDR S&P 600 Small Cap Value ETF 0.0%
Value ($000) $4 Shares 53 Est. Cost $83.30 Unrealized
NEM Newmont Mining Corp. 0.0%
Value ($000) $4 Shares 105 Est. Cost $36.81 Unrealized 0.0%
STT State Street Corp 0.0%
Value ($000) $4 Shares 55 Est. Cost $66.07 Unrealized -1.9%
VFH Vanguard Financials Index 0.0%
Value ($000) $4 Shares 46 Est. Cost $92.26 Unrealized
EWU iShares MSCI United Kingdom ETF 0.0%
Value ($000) $4 Shares 127 Est. Cost $33.05 Unrealized
Axis Capital H Pfd 0.0%
Value ($000) $4 Shares 200 Est. Cost $20.91 Unrealized
Walgreens Boots Alli 0.0%
Value ($000) $4 Shares 160 Est. Cost $26.11 Unrealized
PBR Petroleo Brasileiro 0.0%
Value ($000) $4 Shares 260 Est. Cost $15.97 Unrealized
LVMUY Lvmh Moet Hennessy Lou 0.0%
Value ($000) $4 Shares 25 Est. Cost $162.44 Unrealized
WAB Wabtec 0.0%
Value ($000) $4 Shares 30 Est. Cost $111.67 Unrealized 0.0%
LYFT Lyft Inc 0.0%
Value ($000) $4 Shares 250 Est. Cost $11.64 Unrealized 0.0%
CHWY Chewy Inc 0.0%
Value ($000) $4 Shares 150 Est. Cost $19.72 Unrealized 0.0%
VBK Vanguard Small Cap 0.0%
Value ($000) $3 Shares 14 Est. Cost $241.79 Unrealized
SLV iShares Silver Trust 0.0%
Value ($000) $3 Shares 155 Est. Cost $21.78 Unrealized
TIPX Spdr Bloomberg 1 10 Yr 0.0%
Value ($000) $3 Shares 177 Est. Cost $18.59 Unrealized
MC Moelis & Company 0.0%
Value ($000) $3 Shares 56 Est. Cost $42.63 Unrealized 0.0%
SHOP Shopify Inc. 0.0%
Value ($000) $3 Shares 40 Est. Cost $63.86 Unrealized 0.0%
AOM iShares Core Moderate Allocation 0.0%
Value ($000) $3 Shares 75 Est. Cost $41.51 Unrealized
RXO Rxo Inc 0.0%
Value ($000) $3 Shares 129 Est. Cost $20.12 Unrealized 0.0%
VRTS Virtus Investment Partners, Inc. 0.0%
Value ($000) $3 Shares 12 Est. Cost $179.86 Unrealized 0.0%
ERIC Telefonaktiebolaget LM Ericsson 0.0%
Value ($000) $3 Shares 437 Est. Cost $6.30 Unrealized
SPSM SPDR Portfolio S&P 600 Small Cap 0.0%
Value ($000) $3 Shares 64 Est. Cost $42.19 Unrealized
IAU Ishares Gold Etf 0.0%
Value ($000) $3 Shares 69 Est. Cost $39.03 Unrealized
MCHI iShares MSCI China ETF 0.0%
Value ($000) $3 Shares 65 Est. Cost $40.74 Unrealized
IBDRY IBERDROLA S A FSPONSORED ADR 1 ADR REPS 4 ORD SHS 0.0%
Value ($000) $3 Shares 286 Est. Cost $9.18 Unrealized
VOX Vanguard Communication Services 0.0%
Value ($000) $3 Shares 22 Est. Cost $117.73 Unrealized
WBS Webster Finl Co 0.0%
Value ($000) $3 Shares 51 Est. Cost $43.21 Unrealized 0.0%
Commonwealth 6.5 PFD Series D C 0.0%
Value ($000) $3 Shares 100 Est. Cost $25.13 Unrealized
Brookfield Renewable Corporation 0.0%
Value ($000) $2 Shares 86 Est. Cost $28.79 Unrealized
SCHB Schwab US Broad Market 0.0%
Value ($000) $2 Shares 42 Est. Cost $56.31 Unrealized
RIVN Rivian Automotive, Inc. 0.0%
Value ($000) $2 Shares 100 Est. Cost $18.80 Unrealized 0.0%
Aptiv Plc 0.0%
Value ($000) $2 Shares 25 Est. Cost $89.72 Unrealized
BRCC Brc Inc 0.0%
Value ($000) $2 Shares 575 Est. Cost $3.44 Unrealized 0.0%
EWZ iShares MSCI Brazil ETF 0.0%
Value ($000) $2 Shares 52 Est. Cost $34.96 Unrealized
FHLC Fidelity MSCI Health Care Index 0.0%
Value ($000) $2 Shares 28 Est. Cost $64.68 Unrealized
SGOV Ishares 0 To 3 Mnth 0.0%
Value ($000) $2 Shares 18 Est. Cost $100.28 Unrealized
GM General Motors Company 0.0%
Value ($000) $2 Shares 50 Est. Cost $30.24 Unrealized 0.0%
SNAP Snap Inc. 0.0%
Value ($000) $2 Shares 100 Est. Cost $12.26 Unrealized 0.0%
BROS Dutch Bros Inc 0.0%
Value ($000) $2 Shares 50 Est. Cost $27.24 Unrealized 0.0%
OEF Ishares S&P 100 Etf 0.0%
Value ($000) $2 Shares 7 Est. Cost $223.43 Unrealized
EWY iShares MSCI South Korea ETF 0.0%
Value ($000) $2 Shares 23 Est. Cost $65.52 Unrealized
QCLN FirstTrust NASDAQ Clean Edge Gre 0.0%
Value ($000) $1 Shares 35 Est. Cost $42.17 Unrealized
FLAHERTY CRUMRINE TOTAL 0.0%
Value ($000) $1 Shares 30 Est. Cost $47.00 Unrealized
Better Choice Co Inc 0.0%
Value ($000) $1 Shares 5,000 Est. Cost $0.28 Unrealized
Synovus Financial Corp. 0.0%
Value ($000) $1 Shares 36 Est. Cost $37.33 Unrealized
GGB Gerdau S.A. 0.0%
Value ($000) $1 Shares 262 Est. Cost $4.85 Unrealized
2u Inc 0.0%
Value ($000) $1 Shares 1,000 Est. Cost $1.23 Unrealized
Cohen & Steers Quality Income Re 0.0%
Value ($000) $1 Shares 100 Est. Cost $12.24 Unrealized
EWG iShares MSCI Germany ETF 0.0%
Value ($000) $1 Shares 40 Est. Cost $29.70 Unrealized
VGIT Vanguard Interm-Term Treasury In 0.0%
Value ($000) $1 Shares 20 Est. Cost $59.30 Unrealized
Greenpower Motor Co 0.0%
Value ($000) $1 Shares 356 Est. Cost $3.13 Unrealized
MTN Vail Resorts Inc 0.0%
Value ($000) $1 Shares 5 Est. Cost $219.12 Unrealized 0.0%
HOG HARLEY DAVIDSON INC 0.0%
Value ($000) $1 Shares 27 Est. Cost $30.82 Unrealized 0.0%
OGN Organon & Co. Common Stock 0.0%
Value ($000) $1 Shares 70 Est. Cost $12.33 Unrealized 0.0%
Chimera Investment 0.0%
Value ($000) $1 Shares 200 Est. Cost $4.99 Unrealized
NXDR Nextdoor Hldgs Inc 0.0%
Value ($000) $1 Shares 500 Est. Cost $1.76 Unrealized 0.0%
ALC Alcon Inc 0.0%
Value ($000) $1 Shares 11 Est. Cost $73.37 Unrealized 0.0%
EEMMF E3 Lithium Ltd 0.0%
Value ($000) $1 Shares 500 Est. Cost $1.91 Unrealized 0.0%
BIZD VanEck BDC Income ETF 0.0%
Value ($000) $1 Shares 51 Est. Cost $16.18 Unrealized
XAR SPDR S&P Aerospace & Defense ETF 0.0%
Value ($000) $1 Shares 6 Est. Cost $135.50 Unrealized
Vale Sa 0.0%
Value ($000) $1 Shares 50 Est. Cost $15.86 Unrealized
EMXC Ishares Msci Emerging 0.0%
Value ($000) $1 Shares 14 Est. Cost $55.43 Unrealized
SFIX Stitch Fix Inc 0.0%
Value ($000) $1 Shares 200 Est. Cost $3.53 Unrealized 0.0%
IXC iShares Global Energy 0.0%
Value ($000) $1 Shares 17 Est. Cost $39.12 Unrealized
Lithium Amers Corp 0.0%
Value ($000) $1 Shares 100 Est. Cost $6.40 Unrealized
Lithium Amers Argentin 0.0%
Value ($000) $1 Shares 100 Est. Cost $6.32 Unrealized
CSWC Capital Southwest Corp 0.0%
Value ($000) $1 Shares 26 Est. Cost $17.19 Unrealized 0.0%
KLG Wk Kellogg Co 0.0%
Value ($000) $1 Shares 46 Est. Cost $13.13 Unrealized
BHF Brighthouse Financial, Inc. 0.0%
Value ($000) $1 Shares 11 Est. Cost $49.66 Unrealized 0.0%
iCAD, Inc. 0.0%
Value ($000) $1 Shares 302 Est. Cost $1.77 Unrealized
NEXNF NEXE Innovations Inc. 0.0%
Value ($000) $0 Shares 3,000 Est. Cost $0.19 Unrealized 0.0%
Chargepoint Hldgs Inc 0.0%
Value ($000) $0 Shares 195 Est. Cost $2.34 Unrealized
AVNS Avanos Medical Inc 0.0%
Value ($000) $0 Shares 20 Est. Cost $20.64 Unrealized 0.0%
UAA Under Armour, Inc. 0.0%
Value ($000) $0 Shares 50 Est. Cost $7.69 Unrealized 0.0%
UA Under Armour Inc 0.0%
Value ($000) $0 Shares 50 Est. Cost $7.23 Unrealized 0.0%
Ouster Inc 0.0%
Value ($000) $0 Shares 50 Est. Cost $7.68 Unrealized
SDZNY Sandoz Group Ag 0.0%
Value ($000) $0 Shares 11 Est. Cost $32.00 Unrealized
NGVT Ingevity Corp 0.0%
Value ($000) $0 Shares 7 Est. Cost $41.54 Unrealized 0.0%
Palatin Technologies Inc. 0.0%
Value ($000) $0 Shares 80 Est. Cost $3.98 Unrealized
PLUG POWER INC 0.0%
Value ($000) $0 Shares 50 Est. Cost $4.50 Unrealized
SCHE Schwab Emerging Markets 0.0%
Value ($000) $0 Shares 8 Est. Cost $24.75 Unrealized
BUZZ VanEck Vectors Social Sentiment 0.0%
Value ($000) $0 Shares 9 Est. Cost $18.67 Unrealized
SCHP Schwab US Tips Etf 0.0%
Value ($000) $0 Shares 2 Est. Cost $52.00 Unrealized
RWO SPDR Dow Jones Global Real Estat 0.0%
Value ($000) $0 Shares 2 Est. Cost $43.50 Unrealized
LUMN Lumen Technologies, Inc. 0.0%
Value ($000) $0 Shares 39 Est. Cost $1.42 Unrealized 0.0%
PAVE Global X U.S. Infrastructure Dev 0.0%
Value ($000) $0 Shares 2 Est. Cost $34.50 Unrealized
VWOB Vanguard Emerging Markt 0.0%
Value ($000) $0 Shares 1 Est. Cost $64.00 Unrealized
Allbirds Inc 0.0%
Value ($000) $0 Shares 50 Est. Cost $1.22 Unrealized
GII SPDR S&P Global Infrastructure E 0.0%
Value ($000) $0 Shares 1 Est. Cost $53.00 Unrealized
IGOV iShares International Treasury B 0.0%
Value ($000) $0 Shares 1 Est. Cost $41.00 Unrealized
FNDC Schwab Fundamental Intl 0.0%
Value ($000) $0 Shares 1 Est. Cost $35.00 Unrealized
Sunpower Corp 0.0%
Value ($000) $0 Shares 6 Est. Cost $4.83 Unrealized
Altaba Inc Xxx 0.0%
Value ($000) $0 Shares 33 Est. Cost $0.85 Unrealized
LADX Ladrx Corp 0.0%
Value ($000) $0 Shares 1 Est. Cost $1.29 Unrealized 0.0%
Savient Pharmaceuticaxxx 0.0%
Value ($000) $0 Shares 500 Est. Cost Unrealized
PREDQ Predictive Technology Group, Inc 0.0%
Value ($000) $0 Shares 5 Est. Cost $0.00 Unrealized 0.0%
Medclean Tech Inc Xxx 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
TCEC Transcoastal Corp. 0.0%
Value ($000) $0 Shares 243,486 Est. Cost $0.00 Unrealized 0.0%
VSTCQ Vision Technology Co 0.0%
Value ($000) $0 Shares 100 Est. Cost $0.00 Unrealized 0.0%
Alterrus Systems Inc Xxx 0.0%
Value ($000) $0 Shares 22 Est. Cost Unrealized