NBT BANK N A /NY Diversified Active

CIK: 0000898413 · Show all filings

Period: Q3 2024 (← Previous) (Next →)

Filing Date: Nov 14, 2024

Total Value ($000): $1,484,217 (100.0% shares, 0.0% debt)

Holdings (845)

MSFT Microsoft Corp 6.3%
Value ($000) $93,064 Shares 216,278 Est. Cost $209.24 Unrealized +102.2%
AAPL Apple Inc 4.9%
Value ($000) $73,408 Shares 315,059 Est. Cost $121.50 Unrealized +82.7%
GUNR FlexShares Mstar Glbl Upstrm N 3.2%
Value ($000) $47,147 Shares 1,142,953 Est. Cost $32.50 Unrealized
GOOGL Alphabet Inc Cl A 2.0%
Value ($000) $30,241 Shares 182,340 Est. Cost $125.41 Unrealized +32.9%
JPM JP Morgan Chase & CO 2.0%
Value ($000) $30,159 Shares 143,028 Est. Cost $76.81 Unrealized +166.8%
EFG iShares MSCI EAFE Growth 1.9%
Value ($000) $28,223 Shares 262,175 Est. Cost $84.08 Unrealized
LOW Lowes Companies Inc 1.8%
Value ($000) $27,325 Shares 100,885 Est. Cost $118.00 Unrealized +100.1%
GOOG Alphabet Inc Cl C 1.8%
Value ($000) $26,885 Shares 160,802 Est. Cost $120.37 Unrealized +39.8%
PG The Procter & Gamble Company 1.6%
Value ($000) $24,012 Shares 138,635 Est. Cost $98.45 Unrealized +66.8%
TT Trane Technologies Plc ADR 1.6%
Value ($000) $23,693 Shares 60,949 Est. Cost $195.76 Unrealized +75.3%
XOM Exxon Mobil Corporation 1.4%
Value ($000) $21,235 Shares 181,149 Est. Cost $66.17 Unrealized +66.3%
MCD Mc Donalds Corp 1.4%
Value ($000) $21,087 Shares 69,248 Est. Cost $151.29 Unrealized +76.3%
JNJ Johnson & Johnson 1.3%
Value ($000) $19,722 Shares 121,697 Est. Cost $96.37 Unrealized +58.4%
BRK/B Berkshire Hathaway Inc. 1.3%
Value ($000) $18,796 Shares 40,838 Est. Cost $279.71 Unrealized +58.1%
CAT Caterpillar Inc 1.2%
Value ($000) $17,491 Shares 44,721 Est. Cost $195.53 Unrealized +73.2%
AMZN Amazon.Com Inc 1.1%
Value ($000) $16,922 Shares 90,819 Est. Cost $132.03 Unrealized +38.2%
IUSG Ishares Core S&P US 1.1%
Value ($000) $15,807 Shares 119,828 Est. Cost $109.43 Unrealized
COST Costco Wholesale Corp 1.0%
Value ($000) $15,533 Shares 17,521 Est. Cost $478.02 Unrealized +80.3%
DE Deere & CO 1.0%
Value ($000) $14,758 Shares 35,362 Est. Cost $271.73 Unrealized +35.9%
PEP Pepsico Inc 1.0%
Value ($000) $14,695 Shares 86,415 Est. Cost $98.38 Unrealized +65.6%
VTI Vanguard Total Stock Market 1.0%
Value ($000) $14,560 Shares 51,418 Est. Cost $248.00 Unrealized
VTV Vanguard Value ETF 1.0%
Value ($000) $14,545 Shares 83,321 Est. Cost $155.24 Unrealized
IGSB iShares Short-Term Corporate Bon 0.9%
Value ($000) $13,721 Shares 260,561 Est. Cost $50.34 Unrealized
CVX Chevron Corp. 0.9%
Value ($000) $13,444 Shares 91,285 Est. Cost $94.37 Unrealized +48.3%
ABT Abbott Laboratories 0.9%
Value ($000) $13,159 Shares 115,423 Est. Cost $64.67 Unrealized +65.6%
DHR Danaher Corp 0.9%
Value ($000) $13,094 Shares 47,097 Est. Cost $126.46 Unrealized +107.5%
SDY SPDR S&P Dividend ETF 0.9%
Value ($000) $12,917 Shares 90,937 Est. Cost $75.46 Unrealized
ADP Auto Data Processing 0.8%
Value ($000) $12,604 Shares 45,547 Est. Cost $144.11 Unrealized +75.9%
NBTB NBT Bancorp Inc 0.8%
Value ($000) $12,255 Shares 277,071 Est. Cost $31.83 Unrealized +41.8%
UNH Unitedhealth Group Inc 0.8%
Value ($000) $11,905 Shares 20,362 Est. Cost $270.99 Unrealized +102.3%
MRK Merck & CO Inc 0.8%
Value ($000) $11,522 Shares 101,464 Est. Cost $63.87 Unrealized +76.9%
ABBV Abbvie Inc 0.8%
Value ($000) $11,210 Shares 56,766 Est. Cost $79.29 Unrealized +125.4%
RTX Raytheon Technologies Co 0.7%
Value ($000) $10,759 Shares 88,797 Est. Cost $64.98 Unrealized +70.9%
WMT Wal Mart Inc 0.7%
Value ($000) $10,715 Shares 132,694 Est. Cost $52.62 Unrealized +37.7%
SPGI S&P Global Inc 0.7%
Value ($000) $10,232 Shares 19,806 Est. Cost $404.63 Unrealized +21.1%
MDY Midcap SPDR Trust Series 1 0.7%
Value ($000) $10,140 Shares 17,800 Est. Cost $232.99 Unrealized
CSCO Cisco Systems Inc 0.7%
Value ($000) $9,795 Shares 184,043 Est. Cost $29.82 Unrealized +56.9%
IBM Intl Business Machines Corp. 0.6%
Value ($000) $9,539 Shares 43,146 Est. Cost $120.98 Unrealized +56.2%
IEFA Ishares Core Msci Eafe ETF 0.6%
Value ($000) $9,467 Shares 121,300 Est. Cost $60.52 Unrealized
UNP Union Pac Corp 0.6%
Value ($000) $9,268 Shares 37,603 Est. Cost $83.32 Unrealized +181.6%
SPY SPDR S&P 500 ETF Trust 0.6%
Value ($000) $9,185 Shares 16,008 Est. Cost $215.87 Unrealized
VCSH Vanguard Short Term Corp Bond 0.6%
Value ($000) $9,151 Shares 115,220 Est. Cost $77.11 Unrealized
ORCL Oracle Corp. 0.6%
Value ($000) $9,124 Shares 53,543 Est. Cost $52.92 Unrealized +170.3%
LLY Lilly Eli & CO 0.6%
Value ($000) $9,111 Shares 10,284 Est. Cost $242.84 Unrealized +266.6%
NVDA Nvidia Corp 0.6%
Value ($000) $8,992 Shares 74,048 Est. Cost $94.16 Unrealized +25.4%
GWW Grainger W W Inc 0.6%
Value ($000) $8,515 Shares 8,197 Est. Cost $556.66 Unrealized +71.9%
SCHD Schwab US Dividend 0.6%
Value ($000) $8,226 Shares 97,312 Est. Cost $56.34 Unrealized
NEE Nextera Energy Inc 0.5%
Value ($000) $8,028 Shares 94,978 Est. Cost $60.28 Unrealized +24.2%
TJX TJX Cos Inc 0.5%
Value ($000) $8,018 Shares 68,216 Est. Cost $39.23 Unrealized +187.3%
IWM iShares Russell 2000 0.5%
Value ($000) $7,786 Shares 35,250 Est. Cost $113.82 Unrealized
STIP iShares 0-5 Year TIPS Bond ETF 0.5%
Value ($000) $7,635 Shares 75,358 Est. Cost $99.47 Unrealized
AGG Ishares Core Total U.S. Aggreg 0.5%
Value ($000) $7,194 Shares 71,042 Est. Cost $99.56 Unrealized
TMO Thermo Fisher Scientific Inc 0.5%
Value ($000) $7,148 Shares 11,555 Est. Cost $510.91 Unrealized +15.3%
SHY Ishares 1-3 Year Treasury ETF 0.5%
Value ($000) $7,078 Shares 85,129 Est. Cost $81.88 Unrealized
NFRA FlexShares STOXX Glbl Brd Infr 0.5%
Value ($000) $6,923 Shares 116,512 Est. Cost $52.44 Unrealized
HD Home Depot Inc 0.5%
Value ($000) $6,770 Shares 16,708 Est. Cost $196.18 Unrealized +79.7%
DIS Disney Walt CO New 0.5%
Value ($000) $6,764 Shares 70,322 Est. Cost $69.43 Unrealized +30.4%
KO The Coca-Cola Company 0.5%
Value ($000) $6,711 Shares 93,384 Est. Cost $44.09 Unrealized +48.9%
MRSH Marsh & Mc Lennan Co 0.4%
Value ($000) $6,566 Shares 29,432 Est. Cost $181.23 Unrealized +19.7%
EFA Ishares Msci Eafe ETF 0.4%
Value ($000) $6,396 Shares 76,484 Est. Cost $62.37 Unrealized
PFE Pfizer Inc 0.4%
Value ($000) $6,365 Shares 219,944 Est. Cost $20.51 Unrealized +30.1%
HON Honeywell International Inc 0.4%
Value ($000) $6,286 Shares 30,411 Est. Cost $95.84 Unrealized +96.5%
QCOM Qualcomm Inc 0.4%
Value ($000) $5,940 Shares 34,931 Est. Cost $47.07 Unrealized +263.6%
LMT Lockheed Martin Corp 0.4%
Value ($000) $5,807 Shares 9,933 Est. Cost $155.28 Unrealized +232.5%
IR Ingersoll Rand Inc 0.4%
Value ($000) $5,736 Shares 58,434 Est. Cost $66.42 Unrealized +39.7%
MDLZ Mondelez International Inc 0.4%
Value ($000) $5,641 Shares 76,575 Est. Cost $53.08 Unrealized +26.6%
IJT Ishares S&P Smallcap/600 Growt 0.4%
Value ($000) $5,485 Shares 39,319 Est. Cost $127.82 Unrealized
ANGL Vaneck Faln Angl Hy Bnd 0.4%
Value ($000) $5,313 Shares 180,661 Est. Cost $29.05 Unrealized
NYF Ishares New York Muni Bond ETF 0.4%
Value ($000) $5,288 Shares 97,327 Est. Cost $52.99 Unrealized
VBR Vanguard Small Cap Value ETF 0.4%
Value ($000) $5,274 Shares 26,269 Est. Cost $184.63 Unrealized
AXP American Express CO 0.4%
Value ($000) $5,257 Shares 19,384 Est. Cost $140.85 Unrealized +74.0%
GD General Dynamics Corp 0.4%
Value ($000) $5,241 Shares 17,344 Est. Cost $224.44 Unrealized +27.7%
IXUS IShares Core MSCI Total Intl S 0.3%
Value ($000) $5,167 Shares 71,143 Est. Cost $66.42 Unrealized
AOR iShares Core Growth ETF 0.3%
Value ($000) $5,113 Shares 86,309 Est. Cost $54.09 Unrealized
CARR Carrier Global Corp 0.3%
Value ($000) $4,875 Shares 60,567 Est. Cost $36.20 Unrealized +89.3%
TLT iShares 20 Year Treasury Bond 0.3%
Value ($000) $4,808 Shares 49,008 Est. Cost $98.10 Unrealized
IVV iShares Core S&P 500 0.3%
Value ($000) $4,805 Shares 8,330 Est. Cost $478.71 Unrealized
V Visa Inc Cl A 0.3%
Value ($000) $4,759 Shares 17,307 Est. Cost $154.15 Unrealized +73.7%
META Meta Platforms Inc 0.3%
Value ($000) $4,630 Shares 8,089 Est. Cost $169.12 Unrealized +202.8%
SCHF Schwab International 0.3%
Value ($000) $4,540 Shares 110,414 Est. Cost $34.39 Unrealized
TGT Target Corp 0.3%
Value ($000) $4,487 Shares 28,787 Est. Cost $49.44 Unrealized +185.2%
VZ Verizon Communications 0.3%
Value ($000) $4,438 Shares 98,829 Est. Cost $28.77 Unrealized +33.4%
HYG Ishares Iboxx High Yield 0.3%
Value ($000) $4,415 Shares 54,982 Est. Cost $79.36 Unrealized
LIN Linde PLC 0.3%
Value ($000) $4,407 Shares 9,242 Est. Cost $333.22 Unrealized +34.4%
IBB Ishares Nasdaq Biotech ETF 0.3%
Value ($000) $4,260 Shares 29,260 Est. Cost $128.97 Unrealized
TROW T Rowe Price Group 0.3%
Value ($000) $4,216 Shares 38,700 Est. Cost $58.07 Unrealized +76.0%
BMY Bristol Myers Squibb CO 0.3%
Value ($000) $4,198 Shares 81,139 Est. Cost $35.44 Unrealized +23.2%
BMO BANK MONTREAL QUE F 0.3%
Value ($000) $4,134 Shares 45,836 Est. Cost $76.82 Unrealized +5.7%
ETN Eaton Corp PLC 0.3%
Value ($000) $4,126 Shares 12,449 Est. Cost $104.24 Unrealized +189.0%
IJH iShares Core S&P Mid-Cap 0.3%
Value ($000) $4,103 Shares 65,842 Est. Cost $79.51 Unrealized
XLK Technology Select Sect SPDR 0.3%
Value ($000) $4,096 Shares 18,142 Est. Cost $73.83 Unrealized
PM Philip Morris International 0.3%
Value ($000) $3,978 Shares 32,764 Est. Cost $51.40 Unrealized +113.7%
XLB Materials Select SPDR Fund 0.3%
Value ($000) $3,958 Shares 41,066 Est. Cost $61.59 Unrealized
CRM Salesforce Inc 0.3%
Value ($000) $3,922 Shares 14,329 Est. Cost $156.13 Unrealized +62.6%
EEM Ishares Msci Emerging Mkt ETF 0.3%
Value ($000) $3,917 Shares 85,403 Est. Cost $39.86 Unrealized
IEMG Ishares Core Emerging Markets 0.3%
Value ($000) $3,775 Shares 65,756 Est. Cost $54.13 Unrealized
NVS Novartis AG 0.3%
Value ($000) $3,716 Shares 32,305 Est. Cost $85.07 Unrealized
GS Goldman Sachs Group Inc 0.2%
Value ($000) $3,690 Shares 7,453 Est. Cost $136.09 Unrealized +249.1%
NKE Nike Inc-Class B 0.2%
Value ($000) $3,645 Shares 41,234 Est. Cost $74.69 Unrealized +1.8%
DON WisdomTree MidCap Dividend 0.2%
Value ($000) $3,506 Shares 68,574 Est. Cost $37.52 Unrealized
SCHA Schwab U.S. Small-Cap 0.2%
Value ($000) $3,463 Shares 67,247 Est. Cost $48.16 Unrealized
BRK/A Berkshire Hathaway Inc Class A 0.2%
Value ($000) $3,456 Shares 5 Est. Cost $538988.94 Unrealized +23.2%
MA Mastercard Inc Cl A 0.2%
Value ($000) $3,456 Shares 6,998 Est. Cost $374.05 Unrealized +23.4%
SCZ Ishares Msci Eafe Small Cap ET 0.2%
Value ($000) $3,373 Shares 49,827 Est. Cost $56.87 Unrealized
XLU Utilities Select Sector SPDR 0.2%
Value ($000) $3,271 Shares 40,488 Est. Cost $43.91 Unrealized
SPDW SPDR Portfolio Developed Wld e 0.2%
Value ($000) $3,260 Shares 86,789 Est. Cost $30.69 Unrealized
PANW Palo Alto Networks 0.2%
Value ($000) $3,206 Shares 9,380 Est. Cost $101.84 Unrealized +65.3%
PRU Prudential Financial, Inc. 0.2%
Value ($000) $3,195 Shares 26,383 Est. Cost $45.98 Unrealized +140.5%
SHW Sherwin Williams CO 0.2%
Value ($000) $3,107 Shares 8,141 Est. Cost $262.23 Unrealized +31.5%
MCHP Microchip Technology Inc 0.2%
Value ($000) $3,078 Shares 38,333 Est. Cost $47.89 Unrealized +65.4%
VOO Vanguard S&P 500 ETF 0.2%
Value ($000) $3,068 Shares 5,814 Est. Cost $270.83 Unrealized
UBER Uber Technologies Inc 0.2%
Value ($000) $3,057 Shares 40,678 Est. Cost $46.15 Unrealized +52.6%
APD Air Products & Chemicals Inc 0.2%
Value ($000) $3,039 Shares 10,206 Est. Cost $178.53 Unrealized +47.4%
CVS CVS Health Corp 0.2%
Value ($000) $3,021 Shares 48,051 Est. Cost $45.53 Unrealized +21.2%
T AT&T Inc 0.2%
Value ($000) $2,950 Shares 134,098 Est. Cost $12.91 Unrealized +45.5%
BAC Bank of America Corp 0.2%
Value ($000) $2,871 Shares 72,350 Est. Cost $27.03 Unrealized +43.4%
XLRE Real Estate Select Sect SPDR 0.2%
Value ($000) $2,819 Shares 63,114 Est. Cost $32.01 Unrealized
VGT Vanguard Information Technolog 0.2%
Value ($000) $2,786 Shares 4,751 Est. Cost $486.60 Unrealized
GIS General Mls Inc 0.2%
Value ($000) $2,760 Shares 37,370 Est. Cost $52.84 Unrealized +24.2%
KRE SPDR S&P Regional Banking ETF 0.2%
Value ($000) $2,748 Shares 48,557 Est. Cost $35.91 Unrealized
ALLE Allegion PLC 0.2%
Value ($000) $2,693 Shares 18,476 Est. Cost $109.30 Unrealized +19.4%
MDT Medtronic Inc. 0.2%
Value ($000) $2,656 Shares 29,503 Est. Cost $68.34 Unrealized +18.3%
AFL Aflac Inc 0.2%
Value ($000) $2,615 Shares 23,387 Est. Cost $82.44 Unrealized +19.8%
BIV Vanguard Intermediate-Term Bon 0.2%
Value ($000) $2,575 Shares 32,860 Est. Cost $75.86 Unrealized
PFF Ishares S&P Pref Stk ETF 0.2%
Value ($000) $2,551 Shares 76,767 Est. Cost $37.85 Unrealized
NVO Novo Nordisk As Spons ADR 0.2%
Value ($000) $2,548 Shares 21,400 Est. Cost $142.74 Unrealized
WFC Wells Fargo & CO 0.2%
Value ($000) $2,536 Shares 44,891 Est. Cost $33.65 Unrealized +63.0%
Blackrock Inc Cl A 0.2%
Value ($000) $2,511 Shares 2,644 Est. Cost $698.48 Unrealized
GDX Vaneck Vectors Gold Miners ETF 0.2%
Value ($000) $2,508 Shares 62,985 Est. Cost $26.91 Unrealized
UPS United Parcel Service Cl B 0.2%
Value ($000) $2,505 Shares 18,375 Est. Cost $125.79 Unrealized -4.2%
TXN Texas Instruments Inc 0.2%
Value ($000) $2,463 Shares 11,924 Est. Cost $161.70 Unrealized +19.3%
ADI Analog Devices Inc 0.2%
Value ($000) $2,436 Shares 10,585 Est. Cost $199.67 Unrealized +10.2%
DFUS Dimensional U.S. Equity ETF 0.2%
Value ($000) $2,392 Shares 38,463 Est. Cost $51.83 Unrealized
JMUB JPMorgan Municipal ETF 0.2%
Value ($000) $2,381 Shares 46,440 Est. Cost $50.38 Unrealized
CB Chubb Ltd 0.2%
Value ($000) $2,372 Shares 8,226 Est. Cost $197.92 Unrealized +36.8%
MO Altria Group Inc 0.2%
Value ($000) $2,368 Shares 46,386 Est. Cost $20.03 Unrealized +127.3%
CL Colgate Palmolive CO 0.2%
Value ($000) $2,305 Shares 22,207 Est. Cost $57.61 Unrealized +71.7%
AVGO Broadcom Inc 0.2%
Value ($000) $2,299 Shares 13,330 Est. Cost $150.35 Unrealized +5.1%
ECL Ecolab Inc 0.2%
Value ($000) $2,278 Shares 8,920 Est. Cost $99.80 Unrealized +141.6%
DD Dupont De Nemours Inc 0.2%
Value ($000) $2,228 Shares 25,004 Est. Cost $27.48 Unrealized +20.0%
USB U S BANCORP 0.1%
Value ($000) $2,222 Shares 48,585 Est. Cost $30.22 Unrealized +36.1%
PAYX Paychex Inc 0.1%
Value ($000) $2,219 Shares 16,539 Est. Cost $115.34 Unrealized +5.7%
ADBE Adobe Inc 0.1%
Value ($000) $2,189 Shares 4,228 Est. Cost $509.37 Unrealized +7.7%
GLD SPDR Gold Shares 0.1%
Value ($000) $2,150 Shares 8,845 Est. Cost $186.54 Unrealized
SO Southern Company 0.1%
Value ($000) $2,139 Shares 23,719 Est. Cost $30.66 Unrealized +166.2%
XLY Consumer Discretionary Selt 0.1%
Value ($000) $2,114 Shares 10,549 Est. Cost $73.62 Unrealized
OTIS Otis Worldwide Corp 0.1%
Value ($000) $2,104 Shares 20,241 Est. Cost $63.71 Unrealized +46.0%
NFLX Netflix Inc 0.1%
Value ($000) $2,075 Shares 2,925 Est. Cost $41.20 Unrealized +62.3%
GE GE Aerospace 0.1%
Value ($000) $2,061 Shares 10,928 Est. Cost $68.26 Unrealized +146.0%
VNQ Vanguard Real Estate ETF 0.1%
Value ($000) $2,022 Shares 20,751 Est. Cost $90.29 Unrealized
BA Boeing CO 0.1%
Value ($000) $2,019 Shares 13,281 Est. Cost $133.74 Unrealized +28.2%
VCIT Vanguard Inter Term Corp Bond 0.1%
Value ($000) $2,012 Shares 24,019 Est. Cost $88.19 Unrealized
FVD First Trust Value Line Div Index 0.1%
Value ($000) $2,005 Shares 44,070 Est. Cost $40.67 Unrealized
INTC Intel Corp 0.1%
Value ($000) $2,000 Shares 85,263 Est. Cost $17.56 Unrealized +41.8%
SCHZ Schwab US Aggregate Bd ETF 0.1%
Value ($000) $1,940 Shares 40,816 Est. Cost $53.76 Unrealized
CNI Canadian National Railway Comp 0.1%
Value ($000) $1,905 Shares 16,262 Est. Cost $109.30 Unrealized +3.6%
APH Amphenol Corp 0.1%
Value ($000) $1,899 Shares 29,146 Est. Cost $53.77 Unrealized +19.1%
IJR iShares Core S&P Small-Cap 0.1%
Value ($000) $1,899 Shares 16,237 Est. Cost $99.42 Unrealized
ALV Autoliv Inc 0.1%
Value ($000) $1,896 Shares 20,305 Est. Cost $42.33 Unrealized +127.7%
EMR Emerson Elec CO 0.1%
Value ($000) $1,895 Shares 17,322 Est. Cost $57.20 Unrealized +83.7%
PWR Quanta Services Inc 0.1%
Value ($000) $1,869 Shares 6,268 Est. Cost $95.26 Unrealized +177.1%
AMGN Amgen Inc 0.1%
Value ($000) $1,862 Shares 5,780 Est. Cost $178.24 Unrealized +75.7%
SYY Sysco Corp 0.1%
Value ($000) $1,854 Shares 23,748 Est. Cost $48.89 Unrealized +47.5%
DOW Dow Inc Com 0.1%
Value ($000) $1,843 Shares 33,743 Est. Cost $40.06 Unrealized +19.6%
VOT Vanguard Mid Cap Growth 0.1%
Value ($000) $1,811 Shares 7,439 Est. Cost $232.36 Unrealized
AWK American Water Works CO Inc 0.1%
Value ($000) $1,785 Shares 12,205 Est. Cost $37.47 Unrealized +266.3%
LHX L3 Harris Technologies Inc 0.1%
Value ($000) $1,719 Shares 7,225 Est. Cost $209.20 Unrealized +7.4%
VWO Vanguard Ftse Emerging 0.1%
Value ($000) $1,717 Shares 35,883 Est. Cost $40.28 Unrealized
DIA SPDR Dow Jones Industrial Aver 0.1%
Value ($000) $1,710 Shares 4,043 Est. Cost $163.72 Unrealized
NSC Norfolk Southern Corp 0.1%
Value ($000) $1,701 Shares 6,847 Est. Cost $105.41 Unrealized +121.1%
DES WisdomTree SmallCap Dividend 0.1%
Value ($000) $1,701 Shares 49,337 Est. Cost $29.48 Unrealized
SLB Schlumberger Ltd 0.1%
Value ($000) $1,658 Shares 39,533 Est. Cost $46.80 Unrealized -8.8%
VO Vanguard Index Fund Mid-Cap 0.1%
Value ($000) $1,648 Shares 6,248 Est. Cost $226.96 Unrealized
EEMV iShares MSCI Emerg Mkt Min Vol 0.1%
Value ($000) $1,630 Shares 25,995 Est. Cost $57.38 Unrealized
MOO Vaneck ETF Trust Agribusiness 0.1%
Value ($000) $1,615 Shares 21,390 Est. Cost $48.85 Unrealized
CMCSA ComCast Corp-Cl A 0.1%
Value ($000) $1,614 Shares 38,633 Est. Cost $31.32 Unrealized +20.5%
MS Morgan Stanley 0.1%
Value ($000) $1,594 Shares 15,287 Est. Cost $80.59 Unrealized +20.2%
COP Conocophillips 0.1%
Value ($000) $1,515 Shares 14,386 Est. Cost $70.18 Unrealized +49.7%
TDG Transdigm Group Inc 0.1%
Value ($000) $1,498 Shares 1,050 Est. Cost $749.90 Unrealized +53.7%
FTV Fortive Corp 0.1%
Value ($000) $1,487 Shares 18,839 Est. Cost $51.37 Unrealized +6.4%
FV First Trust DW Focus 5 0.1%
Value ($000) $1,473 Shares 25,275 Est. Cost $51.55 Unrealized
ICE Intercontinental Exchange Inc 0.1%
Value ($000) $1,446 Shares 8,999 Est. Cost $81.67 Unrealized +85.7%
VXUS Vanguard Total International S 0.1%
Value ($000) $1,429 Shares 22,075 Est. Cost $61.04 Unrealized
EMXC Ishares Msci Emerging 0.1%
Value ($000) $1,425 Shares 23,313 Est. Cost $59.80 Unrealized
Aberdeen Std Physical Swiss Gold 0.1%
Value ($000) $1,400 Shares 55,709 Est. Cost $19.74 Unrealized
XLF Financial Select Sector SPDR 0.1%
Value ($000) $1,375 Shares 30,339 Est. Cost $22.39 Unrealized
XLI Industrial Select Sector SPDR 0.1%
Value ($000) $1,367 Shares 10,092 Est. Cost $48.84 Unrealized
MMM 3m CO 0.1%
Value ($000) $1,363 Shares 9,973 Est. Cost $78.04 Unrealized +52.7%
BND Vanguard Total Bond Market ETF 0.1%
Value ($000) $1,362 Shares 18,132 Est. Cost $72.51 Unrealized
XLV Health Care Select Sector SPDR 0.1%
Value ($000) $1,357 Shares 8,807 Est. Cost $74.75 Unrealized
IUSB Ishares Total Usd Bond 0.1%
Value ($000) $1,331 Shares 28,241 Est. Cost $46.07 Unrealized
GVI iShares Tr Intrm Gov Cr ETF 0.1%
Value ($000) $1,321 Shares 12,335 Est. Cost $103.90 Unrealized
AON Aon PLC ADR 0.1%
Value ($000) $1,309 Shares 3,783 Est. Cost $324.26 Unrealized +0.0%
IWO Ishares Russell 2000 Growth ET 0.1%
Value ($000) $1,307 Shares 4,602 Est. Cost $242.76 Unrealized
ESGU iShares ESG Aware MSCI USA ETF 0.1%
Value ($000) $1,283 Shares 10,167 Est. Cost $104.92 Unrealized
SYK Stryker Corp. 0.1%
Value ($000) $1,276 Shares 3,531 Est. Cost $282.51 Unrealized +20.5%
BAM Brookfield Asset Mgmt Inc Cl A 0.1%
Value ($000) $1,272 Shares 26,899 Est. Cost $31.70 Unrealized +26.5%
SBUX Starbucks Corp 0.1%
Value ($000) $1,219 Shares 12,500 Est. Cost $82.31 Unrealized +0.6%
IQV IQVIA Holdings Inc 0.1%
Value ($000) $1,214 Shares 5,122 Est. Cost $216.59 Unrealized +9.0%
SPSB SPDR Portfolio Short Term Corp 0.1%
Value ($000) $1,209 Shares 39,920 Est. Cost $29.23 Unrealized
TSLA Tesla Inc 0.1%
Value ($000) $1,186 Shares 4,536 Est. Cost $244.81 Unrealized -6.8%
GBDC Golub Cap Bdc Inc 0.1%
Value ($000) $1,183 Shares 78,287 Est. Cost $13.22 Unrealized -2.5%
HDV iShares Core High Dividend ETF 0.1%
Value ($000) $1,175 Shares 9,991 Est. Cost $94.32 Unrealized
FISV Fiserv Inc 0.1%
Value ($000) $1,169 Shares 6,506 Est. Cost $70.04 Unrealized +135.5%
ACN Accenture plc 0.1%
Value ($000) $1,163 Shares 3,291 Est. Cost $308.02 Unrealized +4.8%
XLE Energy Select Sector SPDR 0.1%
Value ($000) $1,141 Shares 12,995 Est. Cost $71.90 Unrealized
ZTS Zoetis Inc 0.1%
Value ($000) $1,115 Shares 5,709 Est. Cost $176.84 Unrealized +2.5%
BX Blackstone Inc 0.1%
Value ($000) $1,087 Shares 7,099 Est. Cost $98.65 Unrealized +35.5%
D Dominion Resources Inc 0.1%
Value ($000) $1,075 Shares 18,600 Est. Cost $39.45 Unrealized +29.7%
IEI Ishares 3-7 Year Treasury Bond 0.1%
Value ($000) $1,056 Shares 8,825 Est. Cost $114.51 Unrealized
IVE Ishares S&P 500 Value 0.1%
Value ($000) $1,018 Shares 5,164 Est. Cost $155.92 Unrealized
ROP Roper Technologies Inc 0.1%
Value ($000) $1,002 Shares 1,800 Est. Cost $482.70 Unrealized +12.8%
IYZ Ishares DJ US Telcom Sector ET 0.1%
Value ($000) $975 Shares 38,601 Est. Cost $27.79 Unrealized
PCAR Paccar Inc 0.1%
Value ($000) $968 Shares 9,812 Est. Cost $103.67 Unrealized -11.0%
HSY The Hershey Company 0.1%
Value ($000) $960 Shares 5,006 Est. Cost $202.30 Unrealized -8.0%
IWR Ishares Russell Mid Cap ETF 0.1%
Value ($000) $956 Shares 10,841 Est. Cost $80.24 Unrealized
ISRG Intuitive Surgical 0.1%
Value ($000) $956 Shares 1,945 Est. Cost $334.27 Unrealized +39.3%
NUE Nucor Corp 0.1%
Value ($000) $950 Shares 6,320 Est. Cost $40.62 Unrealized +261.5%
INTU Intuit 0.1%
Value ($000) $946 Shares 1,523 Est. Cost $542.79 Unrealized +16.6%
DKS Dicks Sporting Goods Inc 0.1%
Value ($000) $939 Shares 4,497 Est. Cost $63.87 Unrealized +223.7%
BDX Becton Dickinson 0.1%
Value ($000) $916 Shares 3,801 Est. Cost $189.40 Unrealized +20.2%
CLX Clorox Co 0.1%
Value ($000) $904 Shares 5,551 Est. Cost $63.11 Unrealized +123.7%
GQRE FlexShares Global Quality Real 0.1%
Value ($000) $903 Shares 14,496 Est. Cost $59.27 Unrealized
RBC Rbc Bearings Inc 0.1%
Value ($000) $902 Shares 3,014 Est. Cost $226.85 Unrealized +26.8%
PYPL Paypal Holdings Inc 0.1%
Value ($000) $890 Shares 11,404 Est. Cost $74.82 Unrealized -10.8%
SUB iShares Short-Term National Mu 0.1%
Value ($000) $877 Shares 8,255 Est. Cost $106.19 Unrealized
KMB Kimberly Clark Corp 0.1%
Value ($000) $868 Shares 6,103 Est. Cost $85.72 Unrealized +56.5%
GLW Corning Inc 0.1%
Value ($000) $862 Shares 19,093 Est. Cost $18.82 Unrealized +117.1%
DIVO Amplify CWP Enhanced Dividend 0.1%
Value ($000) $852 Shares 20,691 Est. Cost $35.63 Unrealized
IVW Ishares S&P 500 Growth 0.1%
Value ($000) $838 Shares 8,756 Est. Cost $63.56 Unrealized
MBB Ishares Barclays Mbs Bond ETF 0.1%
Value ($000) $837 Shares 8,733 Est. Cost $93.23 Unrealized
VEU Vanguard FTSE All-World ex-US 0.1%
Value ($000) $832 Shares 13,205 Est. Cost $52.76 Unrealized
RDVY First Trust Rising Dividend 0.1%
Value ($000) $828 Shares 13,978 Est. Cost $51.67 Unrealized
CMG Chipotle Mexican Grill Inc 0.1%
Value ($000) $810 Shares 14,061 Est. Cost $61.74 Unrealized -10.3%
GILD Gilead Sciences Inc 0.1%
Value ($000) $809 Shares 9,645 Est. Cost $58.70 Unrealized +24.5%
AMAT Applied Materials Inc 0.1%
Value ($000) $797 Shares 3,947 Est. Cost $140.40 Unrealized +44.1%
CTVA Corteva Inc 0.1%
Value ($000) $794 Shares 13,502 Est. Cost $33.45 Unrealized +60.8%
FCX Freeport-McMoran Inc 0.1%
Value ($000) $791 Shares 15,844 Est. Cost $37.17 Unrealized +19.0%
ITW Illinois Tool Wks Inc 0.1%
Value ($000) $790 Shares 3,016 Est. Cost $130.64 Unrealized +81.6%
SCHG Schwab U.S. Large-Cap Growth 0.1%
Value ($000) $779 Shares 7,475 Est. Cost $86.21 Unrealized
BK Bank of New York Mellon Corp 0.1%
Value ($000) $744 Shares 10,360 Est. Cost $26.63 Unrealized +139.7%
VB Vanguard Small Cap Etf 0.0%
Value ($000) $723 Shares 3,050 Est. Cost $213.33 Unrealized
IWP Ishares Russell Midcap Growth 0.0%
Value ($000) $721 Shares 6,147 Est. Cost $92.46 Unrealized
NOW Servicenow Inc 0.0%
Value ($000) $721 Shares 806 Est. Cost $154.14 Unrealized +6.7%
VEA Vanguard FTSE Developed Market 0.0%
Value ($000) $713 Shares 13,494 Est. Cost $46.03 Unrealized
MET Metlife Inc 0.0%
Value ($000) $705 Shares 8,543 Est. Cost $33.48 Unrealized +114.7%
DUK Duke Energy Corp 0.0%
Value ($000) $689 Shares 5,972 Est. Cost $62.38 Unrealized +69.8%
IONS Ionis Pharmaceuticals Inc 0.0%
Value ($000) $683 Shares 17,050 Est. Cost $41.26 Unrealized +12.8%
SCHM Schwab U.S. Mid-Cap 0.0%
Value ($000) $681 Shares 8,200 Est. Cost $77.91 Unrealized
CCI Crown Castle Inc 0.0%
Value ($000) $678 Shares 5,712 Est. Cost $90.39 Unrealized +12.8%
XLP Consumer Staples Select Sector 0.0%
Value ($000) $677 Shares 8,159 Est. Cost $48.77 Unrealized
WY Weyerhaeuser CO REIT 0.0%
Value ($000) $661 Shares 19,530 Est. Cost $30.62 Unrealized -3.9%
FAST Fastenal CO 0.0%
Value ($000) $646 Shares 9,040 Est. Cost $27.19 Unrealized +21.1%
SPIB SPDR Portfolio Intermediate Te 0.0%
Value ($000) $642 Shares 19,046 Est. Cost $33.54 Unrealized
GEHC Ge Healthcare Technologi 0.0%
Value ($000) $634 Shares 6,753 Est. Cost $76.07 Unrealized +10.1%
BSV Vanguard Short Term Bond ETF 0.0%
Value ($000) $624 Shares 7,928 Est. Cost $75.39 Unrealized
SCHW Charles Schwab Corp 0.0%
Value ($000) $623 Shares 9,605 Est. Cost $46.86 Unrealized +37.8%
SHEL Shell Plc 0.0%
Value ($000) $622 Shares 9,425 Est. Cost $54.78 Unrealized
IAGG iShares Core Intl Aggregate Bond 0.0%
Value ($000) $619 Shares 11,938 Est. Cost $52.02 Unrealized
ORLY O'Reilly Automotive Inc 0.0%
Value ($000) $616 Shares 535 Est. Cost $36.40 Unrealized +101.8%
ZBH Zimmer Biomet Holdings Inc 0.0%
Value ($000) $611 Shares 5,661 Est. Cost $95.87 Unrealized +12.2%
FSLR First Solar Inc 0.0%
Value ($000) $601 Shares 2,409 Est. Cost $187.41 Unrealized +20.2%
TMUS T-Mobile US Inc 0.0%
Value ($000) $598 Shares 2,900 Est. Cost $139.13 Unrealized +34.7%
MUB Ishares National Muni Bond ETF 0.0%
Value ($000) $587 Shares 5,405 Est. Cost $108.63 Unrealized
XYL Xylem Inc 0.0%
Value ($000) $585 Shares 4,330 Est. Cost $33.38 Unrealized +294.3%
EFV Ishares Msci Eafe Value 0.0%
Value ($000) $561 Shares 9,746 Est. Cost $52.10 Unrealized
MAR Marriott International Inc 0.0%
Value ($000) $559 Shares 2,248 Est. Cost $148.61 Unrealized +54.6%
VOE Vanguard Mid Cap Value 0.0%
Value ($000) $553 Shares 3,296 Est. Cost $116.04 Unrealized
DSI iShares KLD 400 Social Index 0.0%
Value ($000) $549 Shares 5,044 Est. Cost $94.64 Unrealized
AEM Agnico Eagle Mines Ltd 0.0%
Value ($000) $545 Shares 6,764 Est. Cost $48.87 Unrealized +55.2%
PSK SPDR Preferred Stock ETF 0.0%
Value ($000) $543 Shares 15,221 Est. Cost $33.44 Unrealized
FVC First Trust DW Dynamic Focus 5 0.0%
Value ($000) $524 Shares 14,627 Est. Cost $32.78 Unrealized
SUSA iShares MSCI USA ESG Select ET 0.0%
Value ($000) $520 Shares 4,320 Est. Cost $83.14 Unrealized
TFC Truist Financial Corporation 0.0%
Value ($000) $520 Shares 12,149 Est. Cost $36.97 Unrealized +7.1%
EPD Enterprise Prods Partners LP 0.0%
Value ($000) $517 Shares 17,748 Est. Cost $26.35 Unrealized
SCHX Schwab U.S. Large-Cap 0.0%
Value ($000) $511 Shares 7,537 Est. Cost $56.90 Unrealized
GSK GSK PLC Sponsored ADR 0.0%
Value ($000) $510 Shares 12,478 Est. Cost $36.06 Unrealized
FIW First Trust ISE Water Index Fd 0.0%
Value ($000) $510 Shares 4,665 Est. Cost $94.80 Unrealized
J Jacobs Solutions Inc 0.0%
Value ($000) $505 Shares 3,861 Est. Cost $99.93 Unrealized +19.1%
TSM Taiwan Semiconductor Spons ADR 0.0%
Value ($000) $502 Shares 2,890 Est. Cost $86.90 Unrealized
DFAX Dimensional World ex U.S. Core E 0.0%
Value ($000) $498 Shares 18,432 Est. Cost $24.42 Unrealized
FBND Fidelity Total Bond Etf 0.0%
Value ($000) $496 Shares 10,612 Est. Cost $46.74 Unrealized
SPEM SPDR Portfolio Emerging Market 0.0%
Value ($000) $485 Shares 11,748 Est. Cost $33.92 Unrealized
XLC Communication Services Select 0.0%
Value ($000) $481 Shares 5,324 Est. Cost $78.90 Unrealized
LQD iShares iBoxx InvGrade Corp Bd 0.0%
Value ($000) $480 Shares 4,252 Est. Cost $111.77 Unrealized
IWN Ishares Russell 2000 Value ETF 0.0%
Value ($000) $480 Shares 2,877 Est. Cost $144.35 Unrealized
CSX Csx Corp 0.0%
Value ($000) $478 Shares 13,852 Est. Cost $23.91 Unrealized +38.9%
YUM Yum! Brands Inc 0.0%
Value ($000) $478 Shares 3,422 Est. Cost $65.47 Unrealized +97.6%
GEV GE Vernova Inc 0.0%
Value ($000) $477 Shares 1,871 Est. Cost $158.10 Unrealized +21.2%
MAS Masco Corp 0.0%
Value ($000) $477 Shares 5,681 Est. Cost $56.24 Unrealized +31.7%
CMI Cummins Inc 0.0%
Value ($000) $476 Shares 1,471 Est. Cost $232.97 Unrealized +23.6%
IGLB Ishares Tr 10 Yr Invst Grd 0.0%
Value ($000) $474 Shares 8,845 Est. Cost $50.04 Unrealized
ALL Allstate Corp 0.0%
Value ($000) $457 Shares 2,409 Est. Cost $129.88 Unrealized +33.1%
WM Waste Management Inc 0.0%
Value ($000) $455 Shares 2,194 Est. Cost $136.22 Unrealized +50.0%
LMBS First Trust Low Duration 0.0%
Value ($000) $455 Shares 8,965 Est. Cost $48.52 Unrealized
MKL Markel Group INC COM 0.0%
Value ($000) $453 Shares 289 Est. Cost $1463.82 Unrealized +6.9%
MKC McCormick & CO Inc 0.0%
Value ($000) $451 Shares 5,485 Est. Cost $78.12 Unrealized -3.9%
KHC Kraft Heinz CO 0.0%
Value ($000) $447 Shares 12,733 Est. Cost $41.82 Unrealized -23.9%
DHI D R Horton Inc 0.0%
Value ($000) $444 Shares 2,325 Est. Cost $144.49 Unrealized +19.9%
NOC Northrop Grumman Corporation 0.0%
Value ($000) $442 Shares 836 Est. Cost $424.97 Unrealized +12.5%
GOVT iShares U.S. Treasury Bond 0.0%
Value ($000) $435 Shares 18,547 Est. Cost $23.04 Unrealized
PEG Public Service Enterprise Grou 0.0%
Value ($000) $428 Shares 4,801 Est. Cost $35.46 Unrealized +115.3%
ENB Enbridge Incorporated 0.0%
Value ($000) $422 Shares 10,380 Est. Cost $29.90 Unrealized +18.8%
IWF iShares Russell 1000 Growth 0.0%
Value ($000) $416 Shares 1,107 Est. Cost $200.18 Unrealized
PSX Phillips 66 0.0%
Value ($000) $413 Shares 3,144 Est. Cost $129.06 Unrealized -0.5%
AMT American Tower Corp REIT 0.0%
Value ($000) $395 Shares 1,698 Est. Cost $189.72 Unrealized +11.1%
FTSM First Trust Enhanced Short Matur 0.0%
Value ($000) $394 Shares 6,582 Est. Cost $59.66 Unrealized
BLDR Builders Firstsource 0.0%
Value ($000) $388 Shares 2,000 Est. Cost $132.90 Unrealized +24.8%
FlexShares Real Assets Allocat 0.0%
Value ($000) $384 Shares 11,750 Est. Cost $30.15 Unrealized
C Citigroup Inc 0.0%
Value ($000) $383 Shares 6,115 Est. Cost $42.79 Unrealized +38.9%
FDX Fedex Corporation 0.0%
Value ($000) $378 Shares 1,380 Est. Cost $233.93 Unrealized +20.2%
IGIB Ishares 5-10 Yr Inv Gr Corp Bd 0.0%
Value ($000) $365 Shares 6,802 Est. Cost $51.98 Unrealized
CME CME Group Inc. 0.0%
Value ($000) $362 Shares 1,642 Est. Cost $194.70 Unrealized +0.9%
IQDF FlexShares International Quali 0.0%
Value ($000) $358 Shares 13,610 Est. Cost $23.05 Unrealized
CI Cigna Group 0.0%
Value ($000) $351 Shares 1,013 Est. Cost $222.42 Unrealized +50.6%
IJK Ishares S&P Midcap 400/Grwth E 0.0%
Value ($000) $350 Shares 3,806 Est. Cost $112.33 Unrealized
RSP Invesco S&P 500 Equal Weight E 0.0%
Value ($000) $345 Shares 1,926 Est. Cost $157.80 Unrealized
DTE DTE Energy Co 0.0%
Value ($000) $345 Shares 2,684 Est. Cost $78.15 Unrealized +46.9%
TSCO Tractor Supply Co 0.0%
Value ($000) $343 Shares 1,180 Est. Cost $41.35 Unrealized +27.0%
TRV Travelers Companies Inc 0.0%
Value ($000) $342 Shares 1,461 Est. Cost $166.66 Unrealized +29.2%
BBY Best Buy Company Inc 0.0%
Value ($000) $341 Shares 3,302 Est. Cost $23.76 Unrealized +253.1%
TIP Ishares Barclays TIPS Bond ETF 0.0%
Value ($000) $339 Shares 3,072 Est. Cost $107.85 Unrealized
IWY IShares Russell Top 200 Growth 0.0%
Value ($000) $337 Shares 1,530 Est. Cost $106.70 Unrealized
MBSD Flexshares Disciplined Duratio 0.0%
Value ($000) $335 Shares 15,982 Est. Cost $20.18 Unrealized
VLTO Veralto Corp 0.0%
Value ($000) $334 Shares 2,982 Est. Cost $73.75 Unrealized +42.4%
VIG Vanguard Dividend Appreciation 0.0%
Value ($000) $332 Shares 1,677 Est. Cost $146.74 Unrealized
MCO Moodys Corp 0.0%
Value ($000) $331 Shares 698 Est. Cost $333.80 Unrealized +37.4%
USMV IShares Edge MSCI Min Vol USA 0.0%
Value ($000) $331 Shares 3,621 Est. Cost $92.95 Unrealized
NOBL ProShares S&P 500 Div Aristocrat 0.0%
Value ($000) $319 Shares 2,989 Est. Cost $98.88 Unrealized
ED Consolidated Edison Inc 0.0%
Value ($000) $319 Shares 3,060 Est. Cost $87.28 Unrealized +8.2%
BAX Baxter Intl Inc 0.0%
Value ($000) $318 Shares 8,364 Est. Cost $32.24 Unrealized +10.8%
STZ Constellation Brands Inc 0.0%
Value ($000) $316 Shares 1,227 Est. Cost $248.38 Unrealized -3.3%
BSX Boston Scientific Corp 0.0%
Value ($000) $310 Shares 3,699 Est. Cost $52.51 Unrealized +50.1%
MCK McKesson Corp 0.0%
Value ($000) $308 Shares 623 Est. Cost $416.71 Unrealized +32.8%
AMD Advanced Micro Devices Inc 0.0%
Value ($000) $307 Shares 1,873 Est. Cost $166.54 Unrealized -8.8%
URI United Rentals Inc 0.0%
Value ($000) $305 Shares 377 Est. Cost $450.63 Unrealized +57.7%
FNDF Schwab Fundamental Intl Lg Co 0.0%
Value ($000) $300 Shares 8,015 Est. Cost $29.30 Unrealized
TPL Texas Pacific Land Corporation 0.0%
Value ($000) $296 Shares 335 Est. Cost $210.63 Unrealized +29.3%
IWB iShares Russell 1000 0.0%
Value ($000) $295 Shares 937 Est. Cost $225.23 Unrealized
DLR Digital Realty Trust Inc REIT 0.0%
Value ($000) $294 Shares 1,814 Est. Cost $90.52 Unrealized +62.3%
VYM Vanguard High Dividend Yield E 0.0%
Value ($000) $289 Shares 2,256 Est. Cost $112.41 Unrealized
SPLV Invesco S&P 500 Low Volatility E 0.0%
Value ($000) $288 Shares 4,009 Est. Cost $59.19 Unrealized
IWS Ishares Russell MidCap Value 0.0%
Value ($000) $285 Shares 2,158 Est. Cost $116.29 Unrealized
EOG Eog Res Inc 0.0%
Value ($000) $285 Shares 2,321 Est. Cost $116.74 Unrealized +3.1%
FTSL First Trust Senior Loan 0.0%
Value ($000) $279 Shares 6,074 Est. Cost $46.07 Unrealized
CAH Cardinal Health Inc 0.0%
Value ($000) $273 Shares 2,468 Est. Cost $71.89 Unrealized +42.4%
WAB Wabtec 0.0%
Value ($000) $269 Shares 1,480 Est. Cost $157.82 Unrealized +3.3%
BKLN Invesco Tr II Senior Loan ETF 0.0%
Value ($000) $268 Shares 12,765 Est. Cost $21.04 Unrealized
MNST Monster Beverage Corp New 0.0%
Value ($000) $265 Shares 5,080 Est. Cost $56.59 Unrealized -12.5%
GPC Genuine Parts CO 0.0%
Value ($000) $264 Shares 1,892 Est. Cost $128.49 Unrealized +3.3%
QUAL iShares Edge MSCI USA Quality 0.0%
Value ($000) $264 Shares 1,471 Est. Cost $165.59 Unrealized
DOV Dover Corp 0.0%
Value ($000) $263 Shares 1,374 Est. Cost $136.69 Unrealized +31.2%
IWD Ishares Tr Rus 1000 Val ETF 0.0%
Value ($000) $261 Shares 1,375 Est. Cost $151.65 Unrealized
BP BP PLC Spons ADR 0.0%
Value ($000) $257 Shares 8,194 Est. Cost $24.82 Unrealized
JPST JPMorgan Ultra-Short Income ET 0.0%
Value ($000) $255 Shares 5,035 Est. Cost $50.26 Unrealized
ASML Asml Holding N V 0.0%
Value ($000) $254 Shares 305 Est. Cost $591.62 Unrealized
AROW Arrow Finl Corp 0.0%
Value ($000) $253 Shares 8,815 Est. Cost $24.36 Unrealized +11.0%
PFFD Global X US Preferred ETF 0.0%
Value ($000) $249 Shares 12,000 Est. Cost $25.75 Unrealized
MELI MercadoLibre, Inc. 0.0%
Value ($000) $240 Shares 117 Est. Cost $1803.00 Unrealized +4.4%
IEF Ishares Barclays 7-10 Year Tr 0.0%
Value ($000) $238 Shares 2,428 Est. Cost $96.06 Unrealized
CALF Pacer US Small Cap Cash Cows 1 0.0%
Value ($000) $238 Shares 5,111 Est. Cost $48.03 Unrealized
BKNG Booking Hldgs Inc 0.0%
Value ($000) $236 Shares 56 Est. Cost $3508.24 Unrealized +8.1%
ADSK Autodesk Inc 0.0%
Value ($000) $233 Shares 847 Est. Cost $211.69 Unrealized +18.9%
VV Vanguard Large-Cap ETF 0.0%
Value ($000) $233 Shares 885 Est. Cost $218.15 Unrealized
DVY Ishares DJ Select Dividend ETF 0.0%
Value ($000) $231 Shares 1,713 Est. Cost $117.22 Unrealized
MLM Martin Marietta Matls Inc 0.0%
Value ($000) $226 Shares 420 Est. Cost $436.08 Unrealized +23.0%
TM Toyota Motor Corp Spons ADR 0.0%
Value ($000) $226 Shares 1,265 Est. Cost $180.01 Unrealized
APA APA Corporation 0.0%
Value ($000) $223 Shares 9,122 Est. Cost $17.35 Unrealized +51.9%
VXF Vanguard Extended Market Index 0.0%
Value ($000) $223 Shares 1,226 Est. Cost $164.37 Unrealized
EXC Exelon Corp 0.0%
Value ($000) $223 Shares 5,488 Est. Cost $35.76 Unrealized 0.0%
FWONK Liberty Media Corp Del 0.0%
Value ($000) $222 Shares 2,864 Est. Cost $77.43 Unrealized
BUD Anheuser-Busch Inbev Spons ADR 0.0%
Value ($000) $215 Shares 3,245 Est. Cost $66.29 Unrealized
CDW CDW Corp 0.0%
Value ($000) $213 Shares 942 Est. Cost $230.53 Unrealized -5.6%
SEIC S E I Investments Co 0.0%
Value ($000) $209 Shares 3,026 Est. Cost $56.53 Unrealized +16.0%
CDNS Cadence Design System Inc 0.0%
Value ($000) $208 Shares 766 Est. Cost $234.06 Unrealized +18.1%
STT State Street Corp 0.0%
Value ($000) $202 Shares 2,278 Est. Cost $78.45 Unrealized +0.4%
IJS Ishares S&P Small Cap 600 Value 0.0%
Value ($000) $200 Shares 1,854 Est. Cost $105.93 Unrealized
JEPI JPMorgan Equity Premium Income 0.0%
Value ($000) $199 Shares 3,337 Est. Cost $58.57 Unrealized
CPNG Coupang Inc 0.0%
Value ($000) $197 Shares 8,035 Est. Cost $22.24 Unrealized 0.0%
WMB Williams Cos Inc 0.0%
Value ($000) $196 Shares 4,303 Est. Cost $41.76 Unrealized 0.0%
VGSH Vanguard Short Term 0.0%
Value ($000) $194 Shares 3,294 Est. Cost $59.02 Unrealized
KBE SPDR S&P Bank ETF 0.0%
Value ($000) $188 Shares 3,546 Est. Cost $52.89 Unrealized
SHM SPDR Nuveen Bloomberg Barclays 0.0%
Value ($000) $186 Shares 3,864 Est. Cost $48.14 Unrealized
FLRN SPDR BbgBarc Inv Gr Floating R 0.0%
Value ($000) $184 Shares 5,965 Est. Cost $30.85 Unrealized
HYS PIMCO 0-5 Year High Yield Corp 0.0%
Value ($000) $180 Shares 1,885 Est. Cost $95.50 Unrealized
ES Eversource Energy 0.0%
Value ($000) $177 Shares 2,600 Est. Cost $60.33 Unrealized 0.0%
WBS Webster Finl Co 0.0%
Value ($000) $175 Shares 3,752 Est. Cost $45.86 Unrealized +0.1%
DB Deutsche Bank Ag ADR 0.0%
Value ($000) $173 Shares 10,000 Est. Cost $7.45 Unrealized +109.7%
ROK Rockwell Automation Inc 0.0%
Value ($000) $171 Shares 638 Est. Cost $259.73 Unrealized -0.1%
REGN Regeneron Pharmaceuticals Inc 0.0%
Value ($000) $170 Shares 162 Est. Cost $1106.73 Unrealized 0.0%
LNT ALLIANT ENERGY CORP 0.0%
Value ($000) $165 Shares 2,725 Est. Cost $46.45 Unrealized +17.1%
BALL Ball Corp 0.0%
Value ($000) $164 Shares 2,416 Est. Cost $62.18 Unrealized 0.0%
PJUL Innovator U.S. Equity Power Bu 0.0%
Value ($000) $161 Shares 3,988 Est. Cost $38.85 Unrealized
MGEE MGE ENERGY INC 0.0%
Value ($000) $161 Shares 1,759 Est. Cost $69.06 Unrealized +20.3%
VGLT Vanguard Long-Term Treasury ET 0.0%
Value ($000) $159 Shares 2,588 Est. Cost $61.54 Unrealized
EQIX Equinix Inc 0.0%
Value ($000) $155 Shares 175 Est. Cost $794.65 Unrealized 0.0%
CHH Choice Hotels International In 0.0%
Value ($000) $154 Shares 1,184 Est. Cost $123.51 Unrealized 0.0%
SPYV SPDR Portfolio S&P 500 Value E 0.0%
Value ($000) $152 Shares 2,867 Est. Cost $51.78 Unrealized
CEF Sprott Physical Gold & Silver 0.0%
Value ($000) $147 Shares 6,000 Est. Cost $24.49 Unrealized
BHP Bhp Billiton Ltd Adr 0.0%
Value ($000) $147 Shares 2,363 Est. Cost $62.20 Unrealized
CLH Clean Harbors Inc 0.0%
Value ($000) $147 Shares 607 Est. Cost $235.10 Unrealized 0.0%
TotalEnergies SE ADR 0.0%
Value ($000) $145 Shares 2,250 Est. Cost $64.62 Unrealized
WSC WillScot Holdings Corporation 0.0%
Value ($000) $144 Shares 3,823 Est. Cost $38.16 Unrealized 0.0%
SCHP Schwab US TIPs ETF 0.0%
Value ($000) $137 Shares 2,553 Est. Cost $53.63 Unrealized
CTSH Cognizant Technology Solutions 0.0%
Value ($000) $137 Shares 1,772 Est. Cost $72.87 Unrealized 0.0%
USHY IShares Broad USD High Yield C 0.0%
Value ($000) $137 Shares 3,630 Est. Cost $37.61 Unrealized
COR Cencora Inc. 0.0%
Value ($000) $136 Shares 606 Est. Cost $229.65 Unrealized 0.0%
ZBRA Zebra Technologies Corp 0.0%
Value ($000) $136 Shares 368 Est. Cost $335.88 Unrealized 0.0%
AMP Ameriprise Financial Inc. 0.0%
Value ($000) $136 Shares 290 Est. Cost $426.54 Unrealized 0.0%
SU Suncor Energy Inc 0.0%
Value ($000) $133 Shares 3,610 Est. Cost $37.11 Unrealized 0.0%
INVH Invitation Homes Inc 0.0%
Value ($000) $130 Shares 3,692 Est. Cost $33.87 Unrealized 0.0%
BIIB Biogen Inc 0.0%
Value ($000) $129 Shares 665 Est. Cost $209.21 Unrealized 0.0%
QQQ Invesco QQQ Trust 0.0%
Value ($000) $129 Shares 264 Est. Cost $471.11 Unrealized
Blackrock Muniyield NY Quality 0.0%
Value ($000) $127 Shares 11,753 Est. Cost $10.78 Unrealized
SNPS Synopsys Inc 0.0%
Value ($000) $125 Shares 246 Est. Cost $536.59 Unrealized 0.0%
Nuveen New York Amt-Free Quali 0.0%
Value ($000) $123 Shares 11,006 Est. Cost $11.20 Unrealized
CCJ Cameco Corp ADR 0.0%
Value ($000) $121 Shares 2,534 Est. Cost $43.42 Unrealized 0.0%
IMCG Ishares Morgstar Mid Cap 0.0%
Value ($000) $121 Shares 1,652 Est. Cost $64.45 Unrealized
MTB M & T Bank Corp 0.0%
Value ($000) $119 Shares 667 Est. Cost $148.64 Unrealized +7.0%
Lam Research Corp 0.0%
Value ($000) $118 Shares 145 Est. Cost $783.26 Unrealized
DTM DT Midstream Inc 0.0%
Value ($000) $118 Shares 1,502 Est. Cost $71.25 Unrealized 0.0%
SPYG SPDR Portfolio S&P 500 Growth ET 0.0%
Value ($000) $113 Shares 1,365 Est. Cost $81.64 Unrealized
KKR Kkr & Co Inc 0.0%
Value ($000) $112 Shares 860 Est. Cost $66.83 Unrealized +75.7%
BBWI Bath & Body Works Inc 0.0%
Value ($000) $111 Shares 3,472 Est. Cost $31.52 Unrealized 0.0%
FALN Ishares Fallen Angels 0.0%
Value ($000) $109 Shares 3,968 Est. Cost $26.40 Unrealized
Invesco Trust For Invst Gr NY 0.0%
Value ($000) $107 Shares 9,300 Est. Cost $11.53 Unrealized
Nuveen New York Quality Munici 0.0%
Value ($000) $106 Shares 9,000 Est. Cost $11.79 Unrealized
BKR Baker Hughes Company 0.0%
Value ($000) $106 Shares 2,929 Est. Cost $34.13 Unrealized 0.0%
IYW Ishares US Technology 0.0%
Value ($000) $104 Shares 684 Est. Cost $122.75 Unrealized
CHD Church & Dwight Inc 0.0%
Value ($000) $103 Shares 980 Est. Cost $100.89 Unrealized 0.0%
Blackrock Muniholdings NY Qual 0.0%
Value ($000) $102 Shares 9,153 Est. Cost $11.16 Unrealized
IQLT IShares Edge Intl Quality Fact 0.0%
Value ($000) $102 Shares 2,460 Est. Cost $41.49 Unrealized
Dimensional World Ex U S Core Equity 2 Etf 0.0%
Value ($000) $102 Shares 3,762 Est. Cost $27.03 Unrealized
XENWX Eaton Vance NY Muni Bond Fund 0.0%
Value ($000) $102 Shares 10,200 Est. Cost $9.96 Unrealized
KVUE Kenvue Inc 0.0%
Value ($000) $102 Shares 4,389 Est. Cost $19.64 Unrealized 0.0%
TLH Ishares 10-20 Year Tsury 0.0%
Value ($000) $98 Shares 894 Est. Cost $108.26 Unrealized
AZO Autozone Inc 0.0%
Value ($000) $98 Shares 31 Est. Cost $3070.23 Unrealized 0.0%
CEG Constellation Energy Corp 0.0%
Value ($000) $95 Shares 366 Est. Cost $197.12 Unrealized 0.0%
F Ford Motor CO Del 0.0%
Value ($000) $94 Shares 8,920 Est. Cost $10.20 Unrealized +2.4%
ESML iShares ESG Aware MSCI USA Sma 0.0%
Value ($000) $94 Shares 2,238 Est. Cost $41.82 Unrealized
WBD Warner Bros Discovery Inc 0.0%
Value ($000) $93 Shares 11,321 Est. Cost $8.45 Unrealized -7.5%
GRID First Trust NASDAQ Cln EdgeSt 0.0%
Value ($000) $93 Shares 733 Est. Cost $104.71 Unrealized
DMXF Ishares Esg Advanced 0.0%
Value ($000) $92 Shares 1,280 Est. Cost $71.01 Unrealized
VHT Vanguard Health Care 0.0%
Value ($000) $92 Shares 326 Est. Cost $250.70 Unrealized
EMXF iShares ESG Advanced MSCI EM E 0.0%
Value ($000) $92 Shares 2,262 Est. Cost $40.52 Unrealized
JULW AllianzIM US Large Cap Buffer2 0.0%
Value ($000) $91 Shares 2,630 Est. Cost $34.54 Unrealized
IJUL Innovator MSCI EAFE Power Buff 0.0%
Value ($000) $91 Shares 3,080 Est. Cost $29.41 Unrealized
WDFC Wd-40 Co Com 0.0%
Value ($000) $90 Shares 350 Est. Cost $244.28 Unrealized 0.0%
MSI Motorola Solutions, Inc 0.0%
Value ($000) $90 Shares 200 Est. Cost $410.72 Unrealized 0.0%
EL Lauder Estee Cos Cl-A 0.0%
Value ($000) $89 Shares 888 Est. Cost $92.25 Unrealized 0.0%
ICF IShares Cohen Steers REIT ETF 0.0%
Value ($000) $88 Shares 1,335 Est. Cost $65.91 Unrealized
W E C ENERGY GROUP INC 0.0%
Value ($000) $87 Shares 904 Est. Cost $84.17 Unrealized
LECO Lincoln Elec Hldgs Inc 0.0%
Value ($000) $86 Shares 450 Est. Cost $191.83 Unrealized 0.0%
MTD Mettler Toledo International 0.0%
Value ($000) $85 Shares 57 Est. Cost $1403.70 Unrealized 0.0%
PGX Invesco Preferred ETF 0.0%
Value ($000) $85 Shares 6,900 Est. Cost $12.35 Unrealized
SPG Simon Ppty Group Inc 0.0%
Value ($000) $85 Shares 500 Est. Cost $147.59 Unrealized 0.0%
SCHR Schwab Inter Term US Treasury 0.0%
Value ($000) $83 Shares 1,638 Est. Cost $49.72 Unrealized
CTAS Cintas Corp 0.0%
Value ($000) $82 Shares 400 Est. Cost $190.88 Unrealized 0.0%
HAL Halliburton CO 0.0%
Value ($000) $82 Shares 2,824 Est. Cost $30.33 Unrealized 0.0%
VRSK Verisk Analytics Inc 0.0%
Value ($000) $82 Shares 306 Est. Cost $268.20 Unrealized 0.0%
CP Canadian Pacific Kansas City L 0.0%
Value ($000) $81 Shares 952 Est. Cost $81.43 Unrealized 0.0%
KIM Kimco Realty Corp 0.0%
Value ($000) $81 Shares 3,500 Est. Cost $20.69 Unrealized 0.0%
FPE First TRUST Preferred 0.0%
Value ($000) $81 Shares 4,488 Est. Cost $16.86 Unrealized
OXY Occidental Pete Corp 0.0%
Value ($000) $81 Shares 1,562 Est. Cost $55.40 Unrealized 0.0%
QLTA Ishares Aaa-A Rated Corp Bond 0.0%
Value ($000) $80 Shares 1,630 Est. Cost $49.15 Unrealized
KEY Keycorp 0.0%
Value ($000) $80 Shares 4,780 Est. Cost $13.14 Unrealized +13.1%
VLO Valero Energy Corp 0.0%
Value ($000) $79 Shares 586 Est. Cost $129.60 Unrealized +7.5%
BNDX Vanguard Total International B 0.0%
Value ($000) $79 Shares 1,567 Est. Cost $50.28 Unrealized
Stericycle Inc 0.0%
Value ($000) $78 Shares 1,280 Est. Cost $61.00 Unrealized
XEL Xcel Energy Inc 0.0%
Value ($000) $78 Shares 1,188 Est. Cost $55.51 Unrealized +1.9%
ICLN iShares Global Clean Energy ET 0.0%
Value ($000) $77 Shares 5,270 Est. Cost $14.69 Unrealized
MGC Vanguard Mega Cap Etf IV 0.0%
Value ($000) $77 Shares 374 Est. Cost $169.28 Unrealized
VOD Vodafone Group plc 0.0%
Value ($000) $77 Shares 7,673 Est. Cost $10.02 Unrealized
O Realty Income Corp REIT 0.0%
Value ($000) $77 Shares 1,210 Est. Cost $55.00 Unrealized 0.0%
SGOL Aberdeen Std Physical Gold Shs ETF 0.0%
Value ($000) $76 Shares 3,027 Est. Cost $22.20 Unrealized
PH Parker Hannifin Corp 0.0%
Value ($000) $75 Shares 118 Est. Cost $560.34 Unrealized 0.0%
CNM Core & Main Inc 0.0%
Value ($000) $75 Shares 1,678 Est. Cost $47.90 Unrealized 0.0%
SJM Jm Smucker CO 0.0%
Value ($000) $73 Shares 601 Est. Cost $111.58 Unrealized 0.0%
IXN iShares Global Tech 0.0%
Value ($000) $73 Shares 880 Est. Cost $68.18 Unrealized
CWEN Clearway Energy Inc 0.0%
Value ($000) $72 Shares 2,333 Est. Cost $20.51 Unrealized +24.2%
AZN Astrazeneca PLC Spons ADR 0.0%
Value ($000) $71 Shares 913 Est. Cost $77.91 Unrealized
CZFS Citizens Finl Svcs 0.0%
Value ($000) $70 Shares 1,199 Est. Cost $50.19 Unrealized -3.6%
PNC PNC Financial Services Group 0.0%
Value ($000) $70 Shares 380 Est. Cost $167.50 Unrealized 0.0%
Kellanova 0.0%
Value ($000) $70 Shares 867 Est. Cost $64.24 Unrealized +6.5%
DEO Diageo Plc 0.0%
Value ($000) $70 Shares 498 Est. Cost $140.85 Unrealized
CBU Community Financial System, In 0.0%
Value ($000) $70 Shares 1,202 Est. Cost $54.73 Unrealized 0.0%
LPLA LPL Financial 0.0%
Value ($000) $69 Shares 296 Est. Cost $225.33 Unrealized 0.0%
TLTE FlexShares Emerging Mkts Facto 0.0%
Value ($000) $69 Shares 1,202 Est. Cost $57.09 Unrealized
BIL SPDR Tr Bloomberg 1-3 MO ETF 0.0%
Value ($000) $68 Shares 742 Est. Cost $91.81 Unrealized
IFRA iShares U.S. Infrastructure ETF 0.0%
Value ($000) $68 Shares 1,442 Est. Cost $40.27 Unrealized
O'Shares FTSE U.S. Quality Divid 0.0%
Value ($000) $67 Shares 1,242 Est. Cost $46.09 Unrealized
PHO Invesco Water Resources ETF 0.0%
Value ($000) $67 Shares 943 Est. Cost $70.54 Unrealized
EZM Wisdomtree U S Mid Cap Dividend Etf 0.0%
Value ($000) $66 Shares 1,288 Est. Cost $51.18 Unrealized
IAU iShares Gold Trust New 0.0%
Value ($000) $66 Shares 1,318 Est. Cost $49.70 Unrealized
IJJ Ishares S&P Midcap 400/Value E 0.0%
Value ($000) $65 Shares 525 Est. Cost $123.62 Unrealized
PIO Invesco Global Water ETF 0.0%
Value ($000) $65 Shares 1,504 Est. Cost $43.08 Unrealized
IDV iShares DowJones EPAC Select D 0.0%
Value ($000) $63 Shares 2,088 Est. Cost $27.99 Unrealized
RY Royal Bank of Canada 0.0%
Value ($000) $62 Shares 500 Est. Cost $114.81 Unrealized 0.0%
SLF Sun Life Financial Inc 0.0%
Value ($000) $62 Shares 1,074 Est. Cost $52.26 Unrealized 0.0%
VBK Vanguard Small Cap Growth 0.0%
Value ($000) $62 Shares 233 Est. Cost $249.63 Unrealized
ESGE iShares ESG MSCI EM 0.0%
Value ($000) $62 Shares 1,708 Est. Cost $34.22 Unrealized
SLV iShares Silver Trust 0.0%
Value ($000) $62 Shares 2,180 Est. Cost $27.94 Unrealized
PODD Insulet Corp 0.0%
Value ($000) $62 Shares 265 Est. Cost $205.35 Unrealized 0.0%
Hess Corporation 0.0%
Value ($000) $62 Shares 454 Est. Cost $135.80 Unrealized
HCA HCA Holdings Inc 0.0%
Value ($000) $61 Shares 150 Est. Cost $362.13 Unrealized 0.0%
ICVT iShares Convertible Bond ETF 0.0%
Value ($000) $60 Shares 718 Est. Cost $78.59 Unrealized
ALC Alcon Inc 0.0%
Value ($000) $59 Shares 590 Est. Cost $93.34 Unrealized +0.4%
SCHO Schwab Short-Term US Treasury 0.0%
Value ($000) $58 Shares 1,192 Est. Cost $48.45 Unrealized
NULG Nuveen ESG Large Cap Growth ET 0.0%
Value ($000) $58 Shares 701 Est. Cost $82.63 Unrealized
SLQD Ishrs 0-5 Year Inv Grd 0.0%
Value ($000) $58 Shares 1,145 Est. Cost $49.20 Unrealized
VOOV Vanguard S&P 500 Value ETF 0.0%
Value ($000) $57 Shares 300 Est. Cost $190.72 Unrealized
NWFL Norwood Financial Corp 0.0%
Value ($000) $55 Shares 2,011 Est. Cost $26.77 Unrealized 0.0%
JEPQ JPMorgan NASDAQ Eqt Prem ETF 0.0%
Value ($000) $55 Shares 1,000 Est. Cost $54.93 Unrealized
SAP Sap SE Spons ADR 0.0%
Value ($000) $55 Shares 239 Est. Cost $229.10 Unrealized
OKE Oneok Inc 0.0%
Value ($000) $55 Shares 600 Est. Cost $81.49 Unrealized 0.0%
BNS Bank of Nova Scotia Halifax 0.0%
Value ($000) $54 Shares 1,000 Est. Cost $45.71 Unrealized 0.0%
IYE iShares US Energy ETF 0.0%
Value ($000) $54 Shares 1,163 Est. Cost $44.12 Unrealized
MSEX Middlesex Water CO 0.0%
Value ($000) $53 Shares 820 Est. Cost $61.99 Unrealized 0.0%
NXPI NXP Semiconductors NV 0.0%
Value ($000) $53 Shares 221 Est. Cost $244.07 Unrealized 0.0%
VLUE iShares Edge MSCI USA Value Fact 0.0%
Value ($000) $53 Shares 486 Est. Cost $103.45 Unrealized
PPG Ppg Industries Inc 0.0%
Value ($000) $53 Shares 400 Est. Cost $122.00 Unrealized 0.0%
VUG Vanguard Growth Index Fund ETF 0.0%
Value ($000) $53 Shares 138 Est. Cost $358.60 Unrealized
CBZ CBIZ, Inc. 0.0%
Value ($000) $50 Shares 750 Est. Cost $72.67 Unrealized 0.0%
RMD Resmed Inc 0.0%
Value ($000) $50 Shares 205 Est. Cost $220.76 Unrealized 0.0%
Tri Continental Corp 0.0%
Value ($000) $49 Shares 1,481 Est. Cost $33.04 Unrealized
Cohen & Steers Qual Inc Rlty 0.0%
Value ($000) $49 Shares 3,430 Est. Cost $14.11 Unrealized
VTWO VANGUARD RUSSELL 2000 ETF IV 0.0%
Value ($000) $48 Shares 538 Est. Cost $81.89 Unrealized
VDC Vanguard Consumer 0.0%
Value ($000) $48 Shares 219 Est. Cost $199.43 Unrealized
BF/B Brown Forman Corp 0.0%
Value ($000) $47 Shares 965 Est. Cost $43.27 Unrealized 0.0%
GLDM World Gold Tr SPDR Gld Minis 0.0%
Value ($000) $47 Shares 897 Est. Cost $52.13 Unrealized
LCTU Blackrock US Carbon Trns 0.0%
Value ($000) $46 Shares 736 Est. Cost $55.12 Unrealized
NFG National Fuel Gas CO 0.0%
Value ($000) $46 Shares 760 Est. Cost $58.47 Unrealized 0.0%
SPYM Spdr Portfolio S&P 500 0.0%
Value ($000) $46 Shares 678 Est. Cost $61.53 Unrealized
CFG Citizens Financial Group, Inc. 0.0%
Value ($000) $45 Shares 1,106 Est. Cost $25.22 Unrealized +52.3%
TPR Tapestry Inc 0.0%
Value ($000) $45 Shares 960 Est. Cost $40.13 Unrealized 0.0%
FTXH First Trust Exchange Traded Fund Vi Rising Div Achievers Etf 0.0%
Value ($000) $44 Shares 750 Est. Cost $59.20 Unrealized
JCPB JPMorgan Core Plus Bond ETF 0.0%
Value ($000) $44 Shares 913 Est. Cost $48.24 Unrealized
PSA Public Storage Inc REIT 0.0%
Value ($000) $43 Shares 118 Est. Cost $306.57 Unrealized 0.0%
AROC Archrock Inc 0.0%
Value ($000) $43 Shares 2,100 Est. Cost $19.23 Unrealized 0.0%
Aptiv PLC 0.0%
Value ($000) $42 Shares 585 Est. Cost $72.77 Unrealized
TFLO Ishares U.S. Treasury 0.0%
Value ($000) $42 Shares 832 Est. Cost $50.49 Unrealized
GH Guardant Health Inc 0.0%
Value ($000) $42 Shares 1,825 Est. Cost $28.30 Unrealized 0.0%
HOG Harley Davidson Inc 0.0%
Value ($000) $41 Shares 1,062 Est. Cost $36.11 Unrealized +0.4%
MTUM Ishares Msci Usa Momntum 0.0%
Value ($000) $40 Shares 199 Est. Cost $156.89 Unrealized
SPHR SPHERE ENTERTAINMENT CO CL A 0.0%
Value ($000) $40 Shares 910 Est. Cost $43.04 Unrealized 0.0%
SPYD SPDR Portfolio SP 500 High Div 0.0%
Value ($000) $40 Shares 880 Est. Cost $45.65 Unrealized
VPU Vanguard World Fund - Utilities 0.0%
Value ($000) $39 Shares 226 Est. Cost $137.22 Unrealized
Nuveen Quality Muni Income Fun 0.0%
Value ($000) $39 Shares 3,172 Est. Cost $12.38 Unrealized
PPL Corporation 0.0%
Value ($000) $39 Shares 1,176 Est. Cost $27.10 Unrealized
Royce Micro-Cap Trust, Inc. 0.0%
Value ($000) $39 Shares 4,031 Est. Cost $9.61 Unrealized
SLYG SPDR S&P 600 Smcp Grw ETF 0.0%
Value ($000) $39 Shares 414 Est. Cost $93.11 Unrealized
CWT California Wtr Svc Group 0.0%
Value ($000) $38 Shares 700 Est. Cost $50.84 Unrealized 0.0%
PID Invesco Intl Divi Achi ETF 0.0%
Value ($000) $38 Shares 1,900 Est. Cost $19.78 Unrealized
COF Capital One Financial Corp 0.0%
Value ($000) $37 Shares 250 Est. Cost $139.87 Unrealized 0.0%
HYXF iShares ESG Advanced Hi Yld Co 0.0%
Value ($000) $37 Shares 782 Est. Cost $47.34 Unrealized
ITT Itt Inc 0.0%
Value ($000) $36 Shares 242 Est. Cost $136.13 Unrealized 0.0%
EW Edwards Lifesciences Corp 0.0%
Value ($000) $36 Shares 546 Est. Cost $72.66 Unrealized 0.0%
AOS Smith A O 0.0%
Value ($000) $36 Shares 400 Est. Cost $80.62 Unrealized 0.0%
VAW Vanguard Materials 0.0%
Value ($000) $35 Shares 166 Est. Cost $194.48 Unrealized
GM General Motors CO 0.0%
Value ($000) $35 Shares 774 Est. Cost $44.69 Unrealized +2.2%
TMFG RBB Fd Motley Fool Glbl ETF 0.0%
Value ($000) $33 Shares 1,038 Est. Cost $31.71 Unrealized
Blackrock Core Bond Trust 0.0%
Value ($000) $33 Shares 2,724 Est. Cost $12.04 Unrealized
PBR Petroleo Brasileiro 0.0%
Value ($000) $33 Shares 2,260 Est. Cost $14.59 Unrealized
USXF Ishares Esg Advanced 0.0%
Value ($000) $32 Shares 662 Est. Cost $46.81 Unrealized
CHWY Chewy Inc 0.0%
Value ($000) $32 Shares 1,104 Est. Cost $26.67 Unrealized 0.0%
ET Energy Transfer Equity LP 0.0%
Value ($000) $32 Shares 2,000 Est. Cost $16.05 Unrealized
OBDC Blue Owl Capital Corporation 0.0%
Value ($000) $32 Shares 2,200 Est. Cost $12.69 Unrealized 0.0%
OEF Ishares S&P 100 Etf 0.0%
Value ($000) $32 Shares 116 Est. Cost $262.40 Unrealized
ESGD iShares ESG AW MSCI EAFE ETF 0.0%
Value ($000) $32 Shares 377 Est. Cost $84.17 Unrealized
MDYV Spdr Ser Tr 0.0%
Value ($000) $32 Shares 398 Est. Cost $79.46 Unrealized
Brookline Bancorp Inc 0.0%
Value ($000) $31 Shares 3,069 Est. Cost $10.09 Unrealized
WTRG Essential Utils Inc 0.0%
Value ($000) $31 Shares 800 Est. Cost $39.30 Unrealized 0.0%
LNC Lincoln National Corp 0.0%
Value ($000) $30 Shares 960 Est. Cost $28.82 Unrealized 0.0%
FANG Diamondback Energy Inc 0.0%
Value ($000) $30 Shares 174 Est. Cost $185.12 Unrealized 0.0%
WELL Welltower Inc REIT 0.0%
Value ($000) $30 Shares 234 Est. Cost $95.27 Unrealized +19.5%
ADM Archer-Daniels-Midland Co. 0.0%
Value ($000) $30 Shares 500 Est. Cost $67.79 Unrealized -14.7%
GNRC Generac Hldgs Inc 0.0%
Value ($000) $29 Shares 185 Est. Cost $148.36 Unrealized 0.0%
MDYG SPDR S&P 400 Mdcp Grw ETF 0.0%
Value ($000) $29 Shares 334 Est. Cost $87.74 Unrealized
TRMB Trimble Inc 0.0%
Value ($000) $29 Shares 469 Est. Cost $55.86 Unrealized 0.0%
RS Reliance, Inc. 0.0%
Value ($000) $29 Shares 100 Est. Cost $286.37 Unrealized 0.0%
OGN Organon & Co 0.0%
Value ($000) $29 Shares 1,508 Est. Cost $19.43 Unrealized +1.4%
WAT Waters Corp 0.0%
Value ($000) $29 Shares 80 Est. Cost $325.56 Unrealized 0.0%
IXG iShares Global Financials ETF 0.0%
Value ($000) $29 Shares 304 Est. Cost $78.58 Unrealized
CWB SPDR Bloomberg Conv Sec ETF 0.0%
Value ($000) $29 Shares 374 Est. Cost $76.59 Unrealized
VTEB Vanguard Tax Exempt Bd Idx ETF 0.0%
Value ($000) $29 Shares 560 Est. Cost $51.12 Unrealized
LIT Global X Lithium Battery 0.0%
Value ($000) $28 Shares 651 Est. Cost $50.94 Unrealized
TOST Toast Inc 0.0%
Value ($000) $28 Shares 1,000 Est. Cost $25.34 Unrealized 0.0%
TMFC Motley Fool 100 Index ETF 0.0%
Value ($000) $28 Shares 500 Est. Cost $44.65 Unrealized
ELV Elevance Health INC 0.0%
Value ($000) $28 Shares 53 Est. Cost $520.75 Unrealized 0.0%
COMT iShares GSCI Commodity Dynamic R 0.0%
Value ($000) $27 Shares 1,054 Est. Cost $25.07 Unrealized
SUSC Ishar Tru Esg Awr Usd 0.0%
Value ($000) $27 Shares 1,142 Est. Cost $23.56 Unrealized
SHYG iShares 0-5 Year High Yield Corp 0.0%
Value ($000) $27 Shares 625 Est. Cost $42.22 Unrealized
COIN Coinbase Global Inc 0.0%
Value ($000) $27 Shares 150 Est. Cost $109.20 Unrealized +83.4%
BrandywineGLOBAL - Global Inco 0.0%
Value ($000) $27 Shares 3,000 Est. Cost $7.51 Unrealized
SNOW Snowflake Inc 0.0%
Value ($000) $26 Shares 230 Est. Cost $122.97 Unrealized 0.0%
EMB iShares J.P. Morgan USD Emerging 0.0%
Value ($000) $26 Shares 277 Est. Cost $89.57 Unrealized
IVZ Invesco Limited 0.0%
Value ($000) $26 Shares 1,473 Est. Cost $15.45 Unrealized 0.0%
FYX First Trust Small Cap AlphaDEX 0.0%
Value ($000) $26 Shares 257 Est. Cost $91.56 Unrealized
ALGN Align Technology Inc 0.0%
Value ($000) $25 Shares 100 Est. Cost $235.95 Unrealized 0.0%
BC Brunswick Corp 0.0%
Value ($000) $25 Shares 300 Est. Cost $74.88 Unrealized 0.0%
PEY Invesco High Yield Eq Div ETF 0.0%
Value ($000) $25 Shares 1,142 Est. Cost $21.93 Unrealized
NTAP Netapp Inc 0.0%
Value ($000) $25 Shares 200 Est. Cost $121.10 Unrealized 0.0%
OGE Oge Energy Corp 0.0%
Value ($000) $25 Shares 600 Est. Cost $38.81 Unrealized 0.0%
AMKAF A P Moeller Maersk Ord 0.0%
Value ($000) $24 Shares 15 Est. Cost $1402.62 Unrealized -2.4%
TRU TransUnion 0.0%
Value ($000) $24 Shares 231 Est. Cost $89.52 Unrealized 0.0%
MGK Vanguard Mega Cap Growth 0.0%
Value ($000) $24 Shares 75 Est. Cost $259.51 Unrealized
BAH Booz Allen Hamilton Hldg Corp 0.0%
Value ($000) $24 Shares 148 Est. Cost $147.97 Unrealized 0.0%
ILCG ISHARES MORNINGSTAR GROWTH ETF 0.0%
Value ($000) $24 Shares 286 Est. Cost $75.48 Unrealized
WOMN Impact Shares YWCA Women's Emp 0.0%
Value ($000) $23 Shares 600 Est. Cost $38.66 Unrealized
CCL Carnival Corp 0.0%
Value ($000) $23 Shares 1,250 Est. Cost $16.93 Unrealized 0.0%
WEC Wec Energy Group Inc 0.0%
Value ($000) $23 Shares 240 Est. Cost $84.61 Unrealized 0.0%
DFAI Dimensional Intern Core 0.0%
Value ($000) $23 Shares 721 Est. Cost $28.64 Unrealized
MU Micron Technology Inc 0.0%
Value ($000) $23 Shares 220 Est. Cost $103.98 Unrealized 0.0%
DGS WisdomTree Emerging Mkts Small 0.0%
Value ($000) $23 Shares 423 Est. Cost $53.70 Unrealized
PIMCO MUNICIPAL INCOME C 0.0%
Value ($000) $23 Shares 2,200 Est. Cost $9.33 Unrealized
ETR Entergy Corp 0.0%
Value ($000) $22 Shares 170 Est. Cost $56.61 Unrealized 0.0%
A Agilent Technologies Inc 0.0%
Value ($000) $22 Shares 150 Est. Cost $135.59 Unrealized 0.0%
VFC V.F. Corp 0.0%
Value ($000) $22 Shares 1,108 Est. Cost $16.74 Unrealized 0.0%
KMI Kinder Morgan Inc 0.0%
Value ($000) $22 Shares 1,000 Est. Cost $19.86 Unrealized 0.0%
VTIP VANGUARD SHRT INF PROT SEC INDEX ETF 0.0%
Value ($000) $22 Shares 446 Est. Cost $47.52 Unrealized
Barrick Gold Corp ADR 0.0%
Value ($000) $21 Shares 1,066 Est. Cost $19.89 Unrealized
OLED Universal Display Co 0.0%
Value ($000) $21 Shares 100 Est. Cost $161.47 Unrealized +23.3%
HLN Haleon PLC Spon ADR 0.0%
Value ($000) $21 Shares 1,983 Est. Cost $10.58 Unrealized
HMC Honda Motor Co Ltd 0.0%
Value ($000) $21 Shares 650 Est. Cost $30.91 Unrealized
LVS Las Vegas Sands Corp 0.0%
Value ($000) $21 Shares 408 Est. Cost $39.88 Unrealized 0.0%
Ansys Inc 0.0%
Value ($000) $20 Shares 64 Est. Cost $318.63 Unrealized
Amcor Plc 0.0%
Value ($000) $20 Shares 1,799 Est. Cost $8.45 Unrealized +19.9%
XYZ Block Inc 0.0%
Value ($000) $20 Shares 300 Est. Cost $64.60 Unrealized 0.0%
YUMC Yum China Holdings Inc 0.0%
Value ($000) $20 Shares 443 Est. Cost $38.76 Unrealized -14.1%
ETSY Etsy, Inc. 0.0%
Value ($000) $19 Shares 350 Est. Cost $67.32 Unrealized -15.7%
O'Shares Global Internet 0.0%
Value ($000) $19 Shares 457 Est. Cost $36.51 Unrealized
IHI iShares U.S. Medical Devices 0.0%
Value ($000) $19 Shares 318 Est. Cost $53.97 Unrealized
VNT Vontier Corp 0.0%
Value ($000) $19 Shares 556 Est. Cost $35.55 Unrealized 0.0%
EWBC East West Bancorp Inc 0.0%
Value ($000) $18 Shares 220 Est. Cost $77.03 Unrealized 0.0%
EWD iShares MSCI Sweden Index 0.0%
Value ($000) $18 Shares 414 Est. Cost $43.41 Unrealized
TD Toronto Dominion Bank 0.0%
Value ($000) $18 Shares 284 Est. Cost $59.11 Unrealized 0.0%
SW Smurfit Westrock Ltd 0.0%
Value ($000) $18 Shares 356 Est. Cost $43.84 Unrealized 0.0%
Arista Networks Inc 0.0%
Value ($000) $17 Shares 45 Est. Cost $383.82 Unrealized
ATO Atmos Energy Corp 0.0%
Value ($000) $17 Shares 122 Est. Cost $106.01 Unrealized +17.4%
IQDG Wisdometree Intl Qulty Div ETF 0.0%
Value ($000) $17 Shares 429 Est. Cost $39.15 Unrealized
RWO SPDR Dow Jones Global Real Est 0.0%
Value ($000) $16 Shares 342 Est. Cost $47.51 Unrealized
DFSV Dimensional US Small Cap Val E 0.0%
Value ($000) $16 Shares 516 Est. Cost $30.80 Unrealized
Brookfield Renewable Corp Cl A 0.0%
Value ($000) $16 Shares 486 Est. Cost $31.98 Unrealized
BIP Brookfield Infrastructure Part 0.0%
Value ($000) $16 Shares 450 Est. Cost $35.09 Unrealized
ROKU Roku Inc 0.0%
Value ($000) $15 Shares 200 Est. Cost $64.08 Unrealized 0.0%
Walgreens Boots Alli 0.0%
Value ($000) $15 Shares 1,660 Est. Cost $10.61 Unrealized
DNP Select Income Fund Inc 0.0%
Value ($000) $15 Shares 1,468 Est. Cost $8.48 Unrealized
DAL Delta Air Lines Inc 0.0%
Value ($000) $15 Shares 288 Est. Cost $42.88 Unrealized 0.0%
XPO Xpo Logistics Inc 0.0%
Value ($000) $14 Shares 129 Est. Cost $81.49 Unrealized +37.3%
Petrochina Co 'H'CNY1 0.0%
Value ($000) $14 Shares 17,000 Est. Cost $0.66 Unrealized
IYK iShares DJ US Consumer Goods 0.0%
Value ($000) $14 Shares 195 Est. Cost $108.99 Unrealized
INGR Ingredion Inc 0.0%
Value ($000) $14 Shares 100 Est. Cost $127.20 Unrealized 0.0%
Nuveen Municipal Value Fund 0.0%
Value ($000) $14 Shares 1,500 Est. Cost $9.02 Unrealized
CHKP Check Point Software Tech Ltd 0.0%
Value ($000) $13 Shares 70 Est. Cost $183.12 Unrealized 0.0%
PTLO PORTILLOS INC 0.0%
Value ($000) $13 Shares 1,000 Est. Cost $15.45 Unrealized -27.8%
MGV Vanguard Mega Cap Value 0.0%
Value ($000) $13 Shares 105 Est. Cost $109.37 Unrealized
Altair Engineering Inc. 0.0%
Value ($000) $13 Shares 140 Est. Cost $95.51 Unrealized
BOTZ GLOBAL X ROBOTICS ARTFCLINTLGNC ETF 0.0%
Value ($000) $13 Shares 414 Est. Cost $30.74 Unrealized
ARTY ISHARE ROBOT ARTIF INTELMULTSEC ETF 0.0%
Value ($000) $13 Shares 386 Est. Cost $33.09 Unrealized
CASY Casey's General Stores Inc 0.0%
Value ($000) $13 Shares 35 Est. Cost $371.29 Unrealized 0.0%
EWT iShares MSCI Taiwan ETF 0.0%
Value ($000) $13 Shares 244 Est. Cost $53.87 Unrealized
VALU Value Line, Inc. 0.0%
Value ($000) $13 Shares 280 Est. Cost $44.01 Unrealized 0.0%
Z Zillow Group Inc Cl C 0.0%
Value ($000) $13 Shares 200 Est. Cost $53.70 Unrealized 0.0%
FISI Financial Instns Inc 0.0%
Value ($000) $13 Shares 500 Est. Cost $22.38 Unrealized 0.0%
NGG National Grid PLC ADR 0.0%
Value ($000) $13 Shares 182 Est. Cost $69.67 Unrealized
KD Kyndryl Hldgs Inc 0.0%
Value ($000) $13 Shares 551 Est. Cost $19.15 Unrealized +27.3%
AVB Avalonbay Communities Inc REIT 0.0%
Value ($000) $13 Shares 56 Est. Cost $205.33 Unrealized 0.0%
Invesco Muni Income Opp Trust 0.0%
Value ($000) $13 Shares 1,824 Est. Cost $6.86 Unrealized
FDL First Trust Morningstar Div 0.0%
Value ($000) $12 Shares 295 Est. Cost $35.88 Unrealized
DFJ WisdomTree Japan SmallCap Divi 0.0%
Value ($000) $12 Shares 153 Est. Cost $80.66 Unrealized
GNMA Ishares GNMA Bond ETF 0.0%
Value ($000) $12 Shares 275 Est. Cost $44.79 Unrealized
DYNF Blackrock US Eqy Fctr 0.0%
Value ($000) $12 Shares 245 Est. Cost $44.40 Unrealized
VTRS Viatris Inc 0.0%
Value ($000) $12 Shares 1,042 Est. Cost $8.69 Unrealized +24.5%
NBIX Neurocrine Biosciences Inc 0.0%
Value ($000) $12 Shares 105 Est. Cost $137.09 Unrealized 0.0%
KR Kroger CO 0.0%
Value ($000) $12 Shares 210 Est. Cost $52.14 Unrealized 0.0%
JCI Johnson Controls International 0.0%
Value ($000) $12 Shares 152 Est. Cost $68.96 Unrealized 0.0%
SOLV Solventum Corp 0.0%
Value ($000) $12 Shares 167 Est. Cost $60.23 Unrealized -0.1%
CG The Carlyle Group Inc. 0.0%
Value ($000) $11 Shares 266 Est. Cost $30.71 Unrealized +30.7%
IFV First Trust DW Int'l Focus 0.0%
Value ($000) $11 Shares 544 Est. Cost $19.54 Unrealized
DRI Darden Restaurants Inc 0.0%
Value ($000) $11 Shares 68 Est. Cost $145.50 Unrealized 0.0%
SWK Stanley Black & Decker Inc 0.0%
Value ($000) $11 Shares 100 Est. Cost $90.38 Unrealized 0.0%
NOV NOV Inc 0.0%
Value ($000) $11 Shares 681 Est. Cost $17.75 Unrealized 0.0%
WHR Whirlpool Corporation 0.0%
Value ($000) $11 Shares 100 Est. Cost $100.51 Unrealized 0.0%
BABA Alibaba Group Hldg Ltd 0.0%
Value ($000) $11 Shares 100 Est. Cost $76.22 Unrealized
EFNL iShares MSCI Finland Capped 0.0%
Value ($000) $10 Shares 276 Est. Cost $37.88 Unrealized
EWL iShares MSCI Switzerland Index 0.0%
Value ($000) $10 Shares 200 Est. Cost $52.10 Unrealized
OMC Omnicom Group 0.0%
Value ($000) $10 Shares 100 Est. Cost $91.35 Unrealized 0.0%
IDA Idacorp Inc 0.0%
Value ($000) $10 Shares 100 Est. Cost $99.87 Unrealized 0.0%
CC The Chemours Company 0.0%
Value ($000) $10 Shares 500 Est. Cost $24.90 Unrealized -22.5%
EWY iShares MSCI South Korea Index 0.0%
Value ($000) $10 Shares 157 Est. Cost $63.96 Unrealized
SCHE Schwab Emerging Markets 0.0%
Value ($000) $10 Shares 342 Est. Cost $29.15 Unrealized
SYF Synchrony Financial 0.0%
Value ($000) $10 Shares 200 Est. Cost $30.33 Unrealized +55.7%
ENOR iShares MSCI Norway Capped 0.0%
Value ($000) $10 Shares 405 Est. Cost $24.49 Unrealized
VWDRY Vestas Wind Sys As Utd 0.0%
Value ($000) $10 Shares 1,350 Est. Cost $10.49 Unrealized
Pimco Dynamic Income Cf 0.0%
Value ($000) $10 Shares 487 Est. Cost $17.95 Unrealized
HRL Hormel Foods Corp 0.0%
Value ($000) $10 Shares 307 Est. Cost $30.20 Unrealized -0.1%
NTES Netease Inc Spons ADR 0.0%
Value ($000) $10 Shares 103 Est. Cost $93.51 Unrealized
CHMG Chemung Finl Crp 0.0%
Value ($000) $10 Shares 200 Est. Cost $45.03 Unrealized 0.0%
Invesco California Value Muni 0.0%
Value ($000) $10 Shares 874 Est. Cost $10.89 Unrealized
NTRS Northern Tr Corp 0.0%
Value ($000) $9 Shares 100 Est. Cost $84.00 Unrealized 0.0%
LOGI Logitech International S.A. 0.0%
Value ($000) $9 Shares 100 Est. Cost $86.47 Unrealized 0.0%
WAL Western Alliance Bancorporation 0.0%
Value ($000) $9 Shares 103 Est. Cost $48.09 Unrealized +55.3%
TAN Invesco Solar ETF 0.0%
Value ($000) $9 Shares 205 Est. Cost $43.11 Unrealized
ELVA Electrovaya Inc New 0.0%
Value ($000) $9 Shares 3,696 Est. Cost $2.25 Unrealized 0.0%
Pimco Income Strategy Fund 0.0%
Value ($000) $9 Shares 1,000 Est. Cost $8.57 Unrealized
SRE Sempra 0.0%
Value ($000) $8 Shares 100 Est. Cost $66.74 Unrealized +14.4%
DJT Digital World Acquisitio 0.0%
Value ($000) $8 Shares 516 Est. Cost $16.32 Unrealized +48.5%
GPK Graphic Packaging Holding Compan 0.0%
Value ($000) $8 Shares 269 Est. Cost $22.41 Unrealized +27.0%
FTNT Fortinet Inc 0.0%
Value ($000) $8 Shares 100 Est. Cost $68.31 Unrealized 0.0%
PAWZ Proshares Trust Pet Care ETF 0.0%
Value ($000) $8 Shares 130 Est. Cost $59.65 Unrealized
AEP American Elec Pwr Inc 0.0%
Value ($000) $8 Shares 75 Est. Cost $93.04 Unrealized 0.0%
ARKQ ARK Autonomous Tech & Robotics E 0.0%
Value ($000) $8 Shares 126 Est. Cost $57.70 Unrealized
DFIC Dimensional Intl Core Equity E 0.0%
Value ($000) $8 Shares 272 Est. Cost $28.14 Unrealized
EDEN iShares MSCI Denmark ETF 0.0%
Value ($000) $8 Shares 60 Est. Cost $127.02 Unrealized
LCTD Blackrock Wrld Ex US 0.0%
Value ($000) $7 Shares 150 Est. Cost $45.24 Unrealized
EWJ Ishares Msci Japan ETF 0.0%
Value ($000) $7 Shares 100 Est. Cost $71.54 Unrealized
XPCKX PIMCO California Municipal Inc 0.0%
Value ($000) $7 Shares 1,131 Est. Cost $6.28 Unrealized
SPDR Bloomberg Barclays High Yie 0.0%
Value ($000) $7 Shares 72 Est. Cost $94.73 Unrealized
CRWD Crowdstrike Hldgs Inc 0.0%
Value ($000) $7 Shares 25 Est. Cost $284.07 Unrealized 0.0%
Eaton Vance Tax Man Gl D 0.0%
Value ($000) $7 Shares 800 Est. Cost $7.72 Unrealized
OPPE WisdomTree Europe Hedged Small 0.0%
Value ($000) $7 Shares 178 Est. Cost $38.99 Unrealized
BGS B & G Foods Inc 0.0%
Value ($000) $7 Shares 760 Est. Cost $7.29 Unrealized -5.6%
GXO Gxo Logistics Inc 0.0%
Value ($000) $7 Shares 129 Est. Cost $56.03 Unrealized -9.6%
ARE Alexandria Real Estate Equitie 0.0%
Value ($000) $7 Shares 56 Est. Cost $109.24 Unrealized 0.0%
CELH Celsius Holdings Inc 0.0%
Value ($000) $6 Shares 200 Est. Cost $58.79 Unrealized -28.6%
GT GOODYEAR TIRE RUBBER 0.0%
Value ($000) $6 Shares 705 Est. Cost $13.29 Unrealized -29.0%
ZG Zillow Group Inc 0.0%
Value ($000) $6 Shares 100 Est. Cost $52.05 Unrealized 0.0%
IDXX IDEXX Laboratories, Inc. 0.0%
Value ($000) $6 Shares 12 Est. Cost $469.47 Unrealized +3.5%
WEN Wendy's International Inc. 0.0%
Value ($000) $6 Shares 339 Est. Cost $19.19 Unrealized -11.3%
SCE Trust II Trust Preferred 0.0%
Value ($000) $6 Shares 275 Est. Cost $20.61 Unrealized
OXY/WS Occidental Pete Corp Wt Exp 08 0.0%
Value ($000) $6 Shares 193 Est. Cost $29.72 Unrealized
ENPH Enphase Energy Inc 0.0%
Value ($000) $6 Shares 50 Est. Cost $111.73 Unrealized 0.0%
NEM Newmont Mining Corp. 0.0%
Value ($000) $6 Shares 105 Est. Cost $36.81 Unrealized +31.5%
TMP Tompkins Financial Corporation 0.0%
Value ($000) $5 Shares 95 Est. Cost $53.79 Unrealized 0.0%
QSR Restaurant Brands 0.0%
Value ($000) $5 Shares 76 Est. Cost $69.56 Unrealized +1.0%
MTN Vail Resorts Inc 0.0%
Value ($000) $5 Shares 31 Est. Cost $185.39 Unrealized -3.5%
SPH Suburban Propane Partners LP 0.0%
Value ($000) $5 Shares 300 Est. Cost $17.94 Unrealized
Lexington Realty C PFD Series C 0.0%
Value ($000) $5 Shares 100 Est. Cost $48.37 Unrealized
BIDU Baidu Inc 0.0%
Value ($000) $5 Shares 50 Est. Cost $105.28 Unrealized
IFF International Flavors & Fragra 0.0%
Value ($000) $5 Shares 50 Est. Cost $96.58 Unrealized 0.0%
New York Cmnty Banco 0.0%
Value ($000) $5 Shares 466 Est. Cost $8.23 Unrealized
TTWO Take Two Interactv 0.0%
Value ($000) $5 Shares 32 Est. Cost $149.20 Unrealized +1.7%
VEEV Veeva Sys Inc 0.0%
Value ($000) $5 Shares 22 Est. Cost $197.66 Unrealized 0.0%
Axis Capital H Pfd 0.0%
Value ($000) $5 Shares 200 Est. Cost $20.91 Unrealized
RIVN Rivian Automotive, Inc. 0.0%
Value ($000) $4 Shares 400 Est. Cost $15.51 Unrealized -7.4%
USIG iShares Broad USD High Yield Corporate Bond ETF 0.0%
Value ($000) $4 Shares 118 Est. Cost $37.67 Unrealized
LW Lamb Weston Holdings Inc 0.0%
Value ($000) $4 Shares 66 Est. Cost $63.91 Unrealized 0.0%
SUSB Ishares Esg Advnc Ttl 0.0%
Value ($000) $4 Shares 166 Est. Cost $25.16 Unrealized
NCLH Norwegian Cruise Line Holdings 0.0%
Value ($000) $4 Shares 200 Est. Cost $18.16 Unrealized 0.0%
MC Moelis & Company 0.0%
Value ($000) $4 Shares 58 Est. Cost $43.07 Unrealized +40.8%
Viacomcbs Inc 0.0%
Value ($000) $4 Shares 371 Est. Cost $14.77 Unrealized
Vista Outdoor Inc 0.0%
Value ($000) $4 Shares 100 Est. Cost $39.18 Unrealized
DVN Devon Energy Corporation 0.0%
Value ($000) $4 Shares 100 Est. Cost $41.80 Unrealized +0.9%
DUHP Dimensional US High Profitab E 0.0%
Value ($000) $4 Shares 113 Est. Cost $34.07 Unrealized
LVMUY Lvmh Moet Hennessy Lou 0.0%
Value ($000) $4 Shares 25 Est. Cost $162.44 Unrealized
CNMD Conmed Corp 0.0%
Value ($000) $4 Shares 51 Est. Cost $101.06 Unrealized -31.3%
RXO Rxo Inc 0.0%
Value ($000) $4 Shares 129 Est. Cost $20.12 Unrealized +40.4%
MFC Manulife Finl Corp ADR 0.0%
Value ($000) $3 Shares 118 Est. Cost $26.86 Unrealized 0.0%
KWEB KraneShares CSI China Internet E 0.0%
Value ($000) $3 Shares 100 Est. Cost $26.25 Unrealized
AOM iShares Core Moderate Allocation 0.0%
Value ($000) $3 Shares 75 Est. Cost $41.51 Unrealized
CAG Conagra Brands Inc 0.0%
Value ($000) $3 Shares 103 Est. Cost $28.24 Unrealized 0.0%
DELL Dell Technologies Inc Cl C 0.0%
Value ($000) $3 Shares 28 Est. Cost $113.89 Unrealized 0.0%
ERIC Telefonaktiebolaget LM Ericsson 0.0%
Value ($000) $3 Shares 437 Est. Cost $6.30 Unrealized
AIG American International Group 0.0%
Value ($000) $3 Shares 44 Est. Cost $72.24 Unrealized 0.0%
SHOP Shopify Inc. 0.0%
Value ($000) $3 Shares 40 Est. Cost $63.86 Unrealized +8.2%
LYFT Lyft Inc 0.0%
Value ($000) $3 Shares 250 Est. Cost $11.64 Unrealized +2.6%
BINC Blackrock Flexible 0.0%
Value ($000) $3 Shares 54 Est. Cost $52.44 Unrealized
SCHB Schwab US Broad Market 0.0%
Value ($000) $3 Shares 42 Est. Cost $56.31 Unrealized
IEP Icahn Enterprise LP 0.0%
Value ($000) $3 Shares 200 Est. Cost $13.52 Unrealized
VIK Viking Holdings Ltd 0.0%
Value ($000) $3 Shares 75 Est. Cost $34.22 Unrealized 0.0%
ILMN Illumina Inc 0.0%
Value ($000) $3 Shares 20 Est. Cost $123.37 Unrealized 0.0%
Commonwealth 6.5 PFD Series D C 0.0%
Value ($000) $3 Shares 100 Est. Cost $25.13 Unrealized
VRTS Virtus Investment Partners, Inc. 0.0%
Value ($000) $3 Shares 12 Est. Cost $179.86 Unrealized +10.0%
GIGB Gldmn Schs Acs Inv Grd 0.0%
Value ($000) $2 Shares 52 Est. Cost $45.25 Unrealized
NNOX Nano X Imaging Ltd 0.0%
Value ($000) $2 Shares 400 Est. Cost $7.10 Unrealized 0.0%
EAGG iShares ESG U.S. Aggregate Bond 0.0%
Value ($000) $2 Shares 46 Est. Cost $47.59 Unrealized
EUSB Ishares Esg Advnc Ttl 0.0%
Value ($000) $2 Shares 47 Est. Cost $44.30 Unrealized
AllianceBernstein Gl High IncFun 0.0%
Value ($000) $2 Shares 175 Est. Cost $10.12 Unrealized
BRCC Brc Inc 0.0%
Value ($000) $2 Shares 575 Est. Cost $3.44 Unrealized +33.1%
BITO ProShares Bitcoin Strategy ETF 0.0%
Value ($000) $2 Shares 100 Est. Cost $19.19 Unrealized
IXC iShares Global Energy 0.0%
Value ($000) $2 Shares 46 Est. Cost $42.23 Unrealized
Synovus Financial Corp. 0.0%
Value ($000) $2 Shares 37 Est. Cost $44.19 Unrealized
BROS Dutch Bros Inc 0.0%
Value ($000) $2 Shares 50 Est. Cost $27.24 Unrealized +29.4%
LUV Southwest Airlines Co. 0.0%
Value ($000) $1 Shares 50 Est. Cost $26.85 Unrealized -0.0%
JBLU JetBlue Airways Corporation 0.0%
Value ($000) $1 Shares 200 Est. Cost $6.21 Unrealized -9.2%
QCLN FirstTrust NASDAQ Clean Edge Gre 0.0%
Value ($000) $1 Shares 35 Est. Cost $42.17 Unrealized
SVZRF Svitzer Group A S Ord 0.0%
Value ($000) $1 Shares 30 Est. Cost $41.83 Unrealized
NXDR Nextdoor Hldgs Inc 0.0%
Value ($000) $1 Shares 500 Est. Cost $1.76 Unrealized +45.6%
AVA Avista Corp 0.0%
Value ($000) $1 Shares 29 Est. Cost $35.26 Unrealized 0.0%
GGB Gerdau S.A. 0.0%
Value ($000) $1 Shares 314 Est. Cost $4.59 Unrealized
SNAP Snap Inc. 0.0%
Value ($000) $1 Shares 100 Est. Cost $12.26 Unrealized -7.0%
Chimera Investment 0.0%
Value ($000) $1 Shares 66 Est. Cost $4.99 Unrealized
SOUN Soundhound Ai Inc 0.0%
Value ($000) $1 Shares 200 Est. Cost $3.96 Unrealized +22.1%
MUX McEwen Mining Inc 0.0%
Value ($000) $1 Shares 100 Est. Cost $9.23 Unrealized 0.0%
MARA Marathon Digital Hldgs I 0.0%
Value ($000) $1 Shares 57 Est. Cost $18.12 Unrealized 0.0%
BIZD VanEck BDC Income ETF 0.0%
Value ($000) $1 Shares 56 Est. Cost $16.23 Unrealized
KLG Wk Kellogg Co 0.0%
Value ($000) $1 Shares 46 Est. Cost $13.13 Unrealized
IHG Intercontinental Hotels Group 0.0%
Value ($000) $1 Shares 7 Est. Cost $110.43 Unrealized
CSWC Capital Southwest Corp 0.0%
Value ($000) $1 Shares 28 Est. Cost $17.40 Unrealized +21.1%
Vale Sa 0.0%
Value ($000) $1 Shares 50 Est. Cost $11.68 Unrealized
AMBA Ambarella Inc 0.0%
Value ($000) $1 Shares 10 Est. Cost $54.55 Unrealized -2.4%
SFIX Stitch Fix Inc 0.0%
Value ($000) $1 Shares 200 Est. Cost $3.53 Unrealized +10.3%
BHF Brighthouse Financial, Inc. 0.0%
Value ($000) $0 Shares 11 Est. Cost $49.66 Unrealized -9.5%
Greenpower Motor Co 0.0%
Value ($000) $0 Shares 356 Est. Cost $3.13 Unrealized
iCAD, Inc. 0.0%
Value ($000) $0 Shares 302 Est. Cost $1.77 Unrealized
CLNE Clean Energy Fuels 0.0%
Value ($000) $0 Shares 150 Est. Cost $2.83 Unrealized 0.0%
SDZNY Sandoz Group Ag 0.0%
Value ($000) $0 Shares 11 Est. Cost $32.00 Unrealized
UAA Under Armour, Inc. 0.0%
Value ($000) $0 Shares 50 Est. Cost $7.69 Unrealized -3.3%
UA Under Armour Inc 0.0%
Value ($000) $0 Shares 50 Est. Cost $7.23 Unrealized -0.8%
Lithium Amers Argentin 0.0%
Value ($000) $0 Shares 100 Est. Cost $6.32 Unrealized
Ouster Inc 0.0%
Value ($000) $0 Shares 50 Est. Cost $7.68 Unrealized
Lithium Amers Corp 0.0%
Value ($000) $0 Shares 100 Est. Cost $6.40 Unrealized
Chargepoint Hldgs Inc 0.0%
Value ($000) $0 Shares 195 Est. Cost $2.34 Unrealized
Better Choice Co Inc 0.0%
Value ($000) $0 Shares 114 Est. Cost $0.28 Unrealized
BUZZ VanEck Vectors Social Sentiment 0.0%
Value ($000) $0 Shares 9 Est. Cost $18.67 Unrealized
AMX America Movil Sab DE Cv Spons 0.0%
Value ($000) $0 Shares 9 Est. Cost $16.33 Unrealized
PLUG POWER INC 0.0%
Value ($000) $0 Shares 50 Est. Cost $4.50 Unrealized
CRSP Crispr Therapeutic 0.0%
Value ($000) $0 Shares 2 Est. Cost $50.74 Unrealized 0.0%
LMFA L M Funding America Inc 0.0%
Value ($000) $0 Shares 34 Est. Cost $3.29 Unrealized 0.0%
Palatin Technologies Inc. 0.0%
Value ($000) $0 Shares 80 Est. Cost $0.90 Unrealized
TEVA Teva Pharmaceutical Inds Spons 0.0%
Value ($000) $0 Shares 4 Est. Cost $18.00 Unrealized
VWOB Vanguard Emerging Markt 0.0%
Value ($000) $0 Shares 1 Est. Cost $64.00 Unrealized
ACB Aurora Cannabis Inc 0.0%
Value ($000) $0 Shares 11 Est. Cost $5.92 Unrealized 0.0%
GII SPDR S&P Global Infrastructure E 0.0%
Value ($000) $0 Shares 1 Est. Cost $53.00 Unrealized
DOCU Docusign Inc 0.0%
Value ($000) $0 Shares 1 Est. Cost $56.04 Unrealized 0.0%
IGOV iShares International Treasury B 0.0%
Value ($000) $0 Shares 1 Est. Cost $41.00 Unrealized
GRAL Grail Inc 0.0%
Value ($000) $0 Shares 3 Est. Cost $15.16 Unrealized 0.0%
FNDC Schwab Fundamental Intl 0.0%
Value ($000) $0 Shares 1 Est. Cost $35.00 Unrealized
Mind Medicine Mindmed Inc 0.0%
Value ($000) $0 Shares 6 Est. Cost $5.67 Unrealized
Allbirds Inc 0.0%
Value ($000) $0 Shares 2 Est. Cost $1.22 Unrealized
NOK Nokia Corp Sponsored ADR 0.0%
Value ($000) $0 Shares 3 Est. Cost $4.33 Unrealized
HCWC Healthy Choice Wellness 0.0%
Value ($000) $0 Shares 2 Est. Cost $3.15 Unrealized 0.0%
LADX Ladrx Corp 0.0%
Value ($000) $0 Shares 1 Est. Cost $1.29 Unrealized +76.2%
VSTCQ Vision Technology Co 0.0%
Value ($000) $0 Shares 100 Est. Cost $0.00 Unrealized 0.0%
PREDQ Predictive Technology Group, Inc 0.0%
Value ($000) $0 Shares 5 Est. Cost $0.00 Unrealized -54.3%
Hereuare Inc 0.0%
Value ($000) $0 Shares 7 Est. Cost Unrealized
Altaba Inc Xxx 0.0%
Value ($000) $0 Shares 33 Est. Cost $0.85 Unrealized
HCMC Healthier Choices Manage 0.0%
Value ($000) $0 Shares 500,007 Est. Cost $0.00 Unrealized 0.0%
Alterrus Systems Inc Xxx 0.0%
Value ($000) $0 Shares 22 Est. Cost Unrealized
Medclean Tech Inc Xxx 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
Advanced Sys Enterprises 0.0%
Value ($000) $0 Shares 1,000 Est. Cost Unrealized
TCEC TransCoastal Corporation 0.0%
Value ($000) $0 Shares 243,486 Est. Cost $0.00 Unrealized 0.0%
Advanced Systems Intl 0.0%
Value ($000) $0 Shares 1,000 Est. Cost Unrealized
Sunpower Corp 0.0%
Value ($000) $0 Shares 6 Est. Cost $4.83 Unrealized
Savient Pharmaceuticaxxx 0.0%
Value ($000) $0 Shares 500 Est. Cost Unrealized