NBT BANK N A /NY Diversified Active

CIK: 0000898413 · Show all filings

Period: Q4 2024 (← Previous) (Next →)

Filing Date: Feb 7, 2025

Total Value ($000): $1,436,053 (100.0% shares, 0.0% debt)

Holdings (798)

MSFT Microsoft Corp 6.3%
Value ($000) $90,143 Shares 213,863 Est. Cost $209.24 Unrealized +101.8%
AAPL Apple Inc 5.1%
Value ($000) $73,068 Shares 291,783 Est. Cost $121.50 Unrealized +93.0%
GUNR FlexShares Mstar Glbl Upstrm N 3.0%
Value ($000) $42,456 Shares 1,167,652 Est. Cost $32.59 Unrealized
JPM JP Morgan Chase & CO 2.3%
Value ($000) $33,716 Shares 140,651 Est. Cost $76.81 Unrealized +196.9%
GOOGL Alphabet Inc Cl A 2.2%
Value ($000) $31,645 Shares 167,167 Est. Cost $125.41 Unrealized +38.9%
GOOG Alphabet Inc Cl C 2.1%
Value ($000) $29,955 Shares 157,295 Est. Cost $120.37 Unrealized +45.9%
EFG iShares MSCI EAFE Growth 1.8%
Value ($000) $25,666 Shares 265,060 Est. Cost $84.22 Unrealized
LOW Lowes Companies Inc 1.7%
Value ($000) $24,391 Shares 98,829 Est. Cost $118.00 Unrealized +121.6%
PG The Procter & Gamble Company 1.6%
Value ($000) $23,048 Shares 137,476 Est. Cost $98.45 Unrealized +68.3%
TT Trane Technologies Plc ADR 1.6%
Value ($000) $22,485 Shares 60,877 Est. Cost $195.76 Unrealized +101.0%
AMZN Amazon.Com Inc 1.5%
Value ($000) $21,449 Shares 97,765 Est. Cost $137.18 Unrealized +49.1%
MCD Mc Donalds Corp 1.4%
Value ($000) $19,862 Shares 68,516 Est. Cost $151.29 Unrealized +91.8%
XOM EXXON MOBIL CORP 1.3%
Value ($000) $19,186 Shares 178,358 Est. Cost $66.17 Unrealized +69.8%
IUSG Ishares Core S&P US 1.2%
Value ($000) $17,725 Shares 127,196 Est. Cost $111.16 Unrealized
JNJ Johnson & Johnson 1.2%
Value ($000) $17,321 Shares 119,771 Est. Cost $96.37 Unrealized +55.2%
BRK/B BERKSHIRE HATHAWAY CLASS B 1.2%
Value ($000) $16,613 Shares 36,650 Est. Cost $279.71 Unrealized +65.1%
VTI Vanguard Total Stock Market 1.1%
Value ($000) $15,966 Shares 55,092 Est. Cost $250.79 Unrealized
CAT Caterpillar Inc 1.1%
Value ($000) $15,877 Shares 43,766 Est. Cost $195.53 Unrealized +95.2%
VTV Vanguard Value ETF 1.1%
Value ($000) $15,748 Shares 93,017 Est. Cost $156.71 Unrealized
COST Costco Wholesale Corp 1.1%
Value ($000) $15,310 Shares 16,709 Est. Cost $478.02 Unrealized +93.0%
DE Deere & CO 1.0%
Value ($000) $14,695 Shares 34,683 Est. Cost $271.73 Unrealized +52.4%
IGSB iShares Short-Term Corporate Bon 0.9%
Value ($000) $13,444 Shares 260,030 Est. Cost $50.34 Unrealized
ADP Automatic Data Processing Inc 0.9%
Value ($000) $12,999 Shares 44,405 Est. Cost $144.11 Unrealized +99.8%
NBTB NBT Bancorp Inc 0.9%
Value ($000) $12,965 Shares 271,458 Est. Cost $31.83 Unrealized +49.5%
ABT Abbott Labs 0.9%
Value ($000) $12,941 Shares 114,408 Est. Cost $64.67 Unrealized +75.3%
CVX CHEVRON CORP NEW 0.9%
Value ($000) $12,838 Shares 88,639 Est. Cost $94.37 Unrealized +54.2%
PEP Pepsico Inc 0.9%
Value ($000) $12,698 Shares 83,505 Est. Cost $98.38 Unrealized +59.1%
WMT Wal Mart Inc 0.8%
Value ($000) $12,084 Shares 133,746 Est. Cost $52.62 Unrealized +63.1%
SDY SPDR S&P Dividend ETF 0.8%
Value ($000) $10,990 Shares 83,197 Est. Cost $75.46 Unrealized
DHR Danaher Corp 0.7%
Value ($000) $10,508 Shares 45,776 Est. Cost $126.46 Unrealized +92.9%
CSCO CISCO SYS INC 0.7%
Value ($000) $10,437 Shares 176,301 Est. Cost $29.82 Unrealized +85.7%
RTX Raytheon Technologies Co 0.7%
Value ($000) $10,238 Shares 88,472 Est. Cost $64.98 Unrealized +82.0%
MDY Midcap SPDR Trust Series 1 0.7%
Value ($000) $10,066 Shares 17,674 Est. Cost $232.99 Unrealized
MRK Merck & CO Inc 0.7%
Value ($000) $10,018 Shares 100,704 Est. Cost $63.87 Unrealized +54.5%
UNH Unitedhealth Group Inc 0.7%
Value ($000) $9,908 Shares 19,585 Est. Cost $270.99 Unrealized +104.0%
SPGI S&P Global Inc 0.7%
Value ($000) $9,861 Shares 19,801 Est. Cost $404.63 Unrealized +24.3%
NVDA Nvidia Corp 0.7%
Value ($000) $9,742 Shares 72,542 Est. Cost $94.16 Unrealized +46.3%
ABBV Abbvie Inc 0.7%
Value ($000) $9,711 Shares 54,650 Est. Cost $79.29 Unrealized +123.7%
IBM Intl Business Machines Corp. 0.7%
Value ($000) $9,413 Shares 42,821 Est. Cost $120.98 Unrealized +78.8%
SPY SPDR S&P 500 ETF Trust 0.6%
Value ($000) $9,277 Shares 15,829 Est. Cost $215.87 Unrealized
VCSH Vanguard Short Term Corp Bond 0.6%
Value ($000) $9,174 Shares 117,598 Est. Cost $77.13 Unrealized
ORCL Oracle Corp. 0.6%
Value ($000) $8,795 Shares 52,781 Est. Cost $52.92 Unrealized +232.3%
STIP iShares 0-5 Year TIPS Bond ETF 0.6%
Value ($000) $8,680 Shares 86,286 Est. Cost $99.61 Unrealized
GWW Grainger W W Inc 0.6%
Value ($000) $8,639 Shares 8,196 Est. Cost $556.66 Unrealized +100.5%
UNP Union Pac Corp 0.6%
Value ($000) $8,540 Shares 37,451 Est. Cost $83.32 Unrealized +176.3%
IEFA Ishares Core Msci Eafe ETF 0.6%
Value ($000) $8,210 Shares 116,825 Est. Cost $60.52 Unrealized
TJX TJX Cos Inc 0.6%
Value ($000) $8,105 Shares 67,090 Est. Cost $39.23 Unrealized +200.1%
VOO Vanguard S&P 500 ETF 0.6%
Value ($000) $8,022 Shares 14,888 Est. Cost $434.16 Unrealized
LLY ELI LILLY AND CO 0.5%
Value ($000) $7,896 Shares 10,228 Est. Cost $242.84 Unrealized +238.1%
IWM iShares Russell 2000 0.5%
Value ($000) $7,824 Shares 35,409 Est. Cost $113.82 Unrealized
SCHD Schwab US Dividend 0.5%
Value ($000) $7,824 Shares 286,366 Est. Cost $37.18 Unrealized
SHY Ishares 1-3 Year Treasury ETF 0.5%
Value ($000) $7,518 Shares 91,705 Est. Cost $81.89 Unrealized
DIS Disney Walt CO New 0.5%
Value ($000) $7,330 Shares 65,831 Est. Cost $69.43 Unrealized +49.1%
AGG Ishares Core Total U.S. Aggreg 0.5%
Value ($000) $6,908 Shares 71,286 Est. Cost $99.56 Unrealized
NEE Nextera Energy Inc 0.5%
Value ($000) $6,549 Shares 91,355 Est. Cost $60.28 Unrealized +24.5%
HON Honeywell International Inc 0.5%
Value ($000) $6,507 Shares 28,807 Est. Cost $95.84 Unrealized +112.4%
NFRA FlexShares STOXX Glbl Brd Infr 0.4%
Value ($000) $6,315 Shares 116,466 Est. Cost $52.44 Unrealized
HD Home Depot Inc 0.4%
Value ($000) $6,284 Shares 16,155 Est. Cost $196.18 Unrealized +102.5%
MRSH Marsh & Mc Lennan Co 0.4%
Value ($000) $6,085 Shares 28,648 Est. Cost $181.23 Unrealized +20.2%
IJT Ishares S&P Smallcap/600 Growt 0.4%
Value ($000) $5,941 Shares 43,888 Est. Cost $128.60 Unrealized
VBR Vanguard Small Cap Value ETF 0.4%
Value ($000) $5,853 Shares 29,536 Est. Cost $186.13 Unrealized
PFE Pfizer Inc 0.4%
Value ($000) $5,771 Shares 217,521 Est. Cost $20.51 Unrealized +22.5%
EFA Ishares Msci Eafe ETF 0.4%
Value ($000) $5,768 Shares 76,290 Est. Cost $62.37 Unrealized
TMO Thermo Fisher Scientific Inc 0.4%
Value ($000) $5,766 Shares 11,084 Est. Cost $510.91 Unrealized +7.2%
KO The Coca-Cola Company 0.4%
Value ($000) $5,763 Shares 92,568 Est. Cost $44.09 Unrealized +43.1%
NYF Ishares New York Muni Bond ETF 0.4%
Value ($000) $5,750 Shares 108,045 Est. Cost $53.01 Unrealized
AXP American Express CO 0.4%
Value ($000) $5,631 Shares 18,972 Est. Cost $140.85 Unrealized +101.3%
AOR iShares Core Growth ETF 0.4%
Value ($000) $5,388 Shares 93,992 Est. Cost $54.35 Unrealized
V Visa Inc Cl A 0.4%
Value ($000) $5,344 Shares 16,908 Est. Cost $154.15 Unrealized +93.5%
QCOM Qualcomm Inc 0.4%
Value ($000) $5,310 Shares 34,563 Est. Cost $47.07 Unrealized +238.9%
IR Ingersoll Rand Inc 0.4%
Value ($000) $5,286 Shares 58,434 Est. Cost $66.42 Unrealized +49.7%
IXUS IShares Core MSCI Total Intl S 0.4%
Value ($000) $5,176 Shares 78,256 Est. Cost $66.40 Unrealized
ANGL Vaneck Faln Angl Hy Bnd 0.4%
Value ($000) $5,071 Shares 176,890 Est. Cost $29.05 Unrealized
TLT iShares 20 Year Treasury Bond 0.3%
Value ($000) $4,921 Shares 56,351 Est. Cost $96.70 Unrealized
GS Goldman Sachs Group Inc 0.3%
Value ($000) $4,842 Shares 8,455 Est. Cost $184.54 Unrealized +195.3%
LMT Lockheed Martin Corp 0.3%
Value ($000) $4,803 Shares 9,884 Est. Cost $155.28 Unrealized +239.5%
META Meta Platforms Inc 0.3%
Value ($000) $4,788 Shares 8,177 Est. Cost $173.60 Unrealized +236.8%
IVV iShares Core S&P 500 0.3%
Value ($000) $4,752 Shares 8,072 Est. Cost $478.71 Unrealized
CRM Salesforce Inc 0.3%
Value ($000) $4,671 Shares 13,971 Est. Cost $156.13 Unrealized +102.9%
HYG Ishares Iboxx High Yield 0.3%
Value ($000) $4,608 Shares 58,591 Est. Cost $79.32 Unrealized
GD General Dynamics Corp 0.3%
Value ($000) $4,583 Shares 17,392 Est. Cost $224.44 Unrealized +25.6%
BMY Bristol Myers Squibb CO 0.3%
Value ($000) $4,566 Shares 80,724 Est. Cost $35.44 Unrealized +48.4%
BMO BANK MONTREAL QUE F 0.3%
Value ($000) $4,448 Shares 45,836 Est. Cost $76.82 Unrealized +18.5%
TROW T Rowe Price Group Inc 0.3%
Value ($000) $4,346 Shares 38,427 Est. Cost $58.07 Unrealized +87.8%
MDLZ Mondelez International Inc 0.3%
Value ($000) $4,191 Shares 70,168 Est. Cost $53.08 Unrealized +19.8%
CARR Carrier Global Corporation 0.3%
Value ($000) $4,142 Shares 60,674 Est. Cost $36.20 Unrealized +105.5%
IJH iShares Core S&P Mid-Cap 0.3%
Value ($000) $4,118 Shares 66,087 Est. Cost $79.51 Unrealized
XLK Technology Select Sect SPDR 0.3%
Value ($000) $4,103 Shares 17,644 Est. Cost $73.83 Unrealized
SCHF Schwab International 0.3%
Value ($000) $4,082 Shares 220,622 Est. Cost $26.45 Unrealized
PM Philip Morris International 0.3%
Value ($000) $3,920 Shares 32,568 Est. Cost $51.40 Unrealized +134.6%
ETN Eaton Corp PLC 0.3%
Value ($000) $3,898 Shares 11,746 Est. Cost $104.24 Unrealized +233.0%
TGT Target Corp 0.3%
Value ($000) $3,882 Shares 28,721 Est. Cost $49.44 Unrealized +176.4%
IBB Ishares Nasdaq Biotech ETF 0.3%
Value ($000) $3,831 Shares 28,980 Est. Cost $128.97 Unrealized
PANW Palo Alto Networks 0.3%
Value ($000) $3,777 Shares 20,755 Est. Cost $149.56 Unrealized +26.3%
LIN Linde PLC 0.3%
Value ($000) $3,744 Shares 8,942 Est. Cost $333.22 Unrealized +34.7%
MA Mastercard Inc Cl A 0.3%
Value ($000) $3,701 Shares 7,029 Est. Cost $374.05 Unrealized +37.6%
VZ Verizon Communications 0.3%
Value ($000) $3,680 Shares 92,022 Est. Cost $28.77 Unrealized +36.9%
DON WisdomTree MidCap Dividend 0.3%
Value ($000) $3,593 Shares 70,499 Est. Cost $37.88 Unrealized
IEMG Ishares Core Emerging Markets 0.2%
Value ($000) $3,567 Shares 68,298 Est. Cost $54.05 Unrealized
EEM Ishares Msci Emerging Mkt ETF 0.2%
Value ($000) $3,553 Shares 84,964 Est. Cost $39.86 Unrealized
XLB Materials Select SPDR Fund 0.2%
Value ($000) $3,443 Shares 40,915 Est. Cost $61.59 Unrealized
SCHA Schwab U.S. Small-Cap 0.2%
Value ($000) $3,424 Shares 132,405 Est. Cost $37.19 Unrealized
BRK/A Berkshire Hathaway Inc Class A 0.2%
Value ($000) $3,405 Shares 5 Est. Cost $538988.94 Unrealized +28.5%
WFC Wells Fargo & CO 0.2%
Value ($000) $3,111 Shares 44,289 Est. Cost $33.65 Unrealized +98.1%
PRU Prudential Financial, Inc. 0.2%
Value ($000) $3,107 Shares 26,214 Est. Cost $45.98 Unrealized +153.8%
XLU Utilities Select Sector SPDR 0.2%
Value ($000) $3,001 Shares 39,647 Est. Cost $43.91 Unrealized
BAC Bank of America Corp 0.2%
Value ($000) $2,982 Shares 67,859 Est. Cost $27.03 Unrealized +58.4%
NVS Novartis AG 0.2%
Value ($000) $2,981 Shares 30,630 Est. Cost $85.07 Unrealized
SCZ Ishares Msci Eafe Small Cap ET 0.2%
Value ($000) $2,975 Shares 48,967 Est. Cost $56.87 Unrealized
SPDW SPDR Portfolio Developed Wld e 0.2%
Value ($000) $2,964 Shares 86,831 Est. Cost $30.69 Unrealized
VGT Vanguard Information Technolog 0.2%
Value ($000) $2,948 Shares 4,741 Est. Cost $486.60 Unrealized
NFLX Netflix Inc 0.2%
Value ($000) $2,912 Shares 3,267 Est. Cost $45.50 Unrealized +80.9%
KRE SPDR S&P Regional Banking ETF 0.2%
Value ($000) $2,901 Shares 48,069 Est. Cost $35.91 Unrealized
APD Air Products & Chemicals Inc 0.2%
Value ($000) $2,898 Shares 9,992 Est. Cost $178.53 Unrealized +70.3%
NKE Nike Inc-Class B 0.2%
Value ($000) $2,883 Shares 38,104 Est. Cost $74.69 Unrealized +2.4%
T AT&T Inc 0.2%
Value ($000) $2,742 Shares 120,439 Est. Cost $12.91 Unrealized +66.6%
SHW The Sherwin-Williams Company 0.2%
Value ($000) $2,589 Shares 7,616 Est. Cost $262.23 Unrealized +40.9%
XLRE Real Estate Select Sect SPDR 0.2%
Value ($000) $2,556 Shares 62,854 Est. Cost $32.01 Unrealized
UBER Uber Technologies Inc 0.2%
Value ($000) $2,491 Shares 41,291 Est. Cost $46.52 Unrealized +53.5%
BIV Vanguard Intermediate-Term Bon 0.2%
Value ($000) $2,464 Shares 32,970 Est. Cost $75.86 Unrealized
AFL Aflac Inc 0.2%
Value ($000) $2,419 Shares 23,387 Est. Cost $82.44 Unrealized +29.1%
ALLE Allegion PLC 0.2%
Value ($000) $2,414 Shares 18,476 Est. Cost $109.30 Unrealized +28.0%
AVGO Broadcom Inc 0.2%
Value ($000) $2,381 Shares 10,269 Est. Cost $150.35 Unrealized +21.6%
GIS General Mls Inc 0.2%
Value ($000) $2,375 Shares 37,236 Est. Cost $52.84 Unrealized +21.3%
MO Altria Group Inc 0.2%
Value ($000) $2,358 Shares 45,088 Est. Cost $20.03 Unrealized +143.8%
DFUS Dimensional U.S. Equity ETF 0.2%
Value ($000) $2,356 Shares 36,959 Est. Cost $51.83 Unrealized
PFF Ishares S&P Pref Stk ETF 0.2%
Value ($000) $2,341 Shares 74,452 Est. Cost $37.85 Unrealized
GDX Vaneck Vectors Gold Miners ETF 0.2%
Value ($000) $2,335 Shares 68,848 Est. Cost $27.51 Unrealized
MDT Medtronic Inc. 0.2%
Value ($000) $2,314 Shares 28,966 Est. Cost $68.34 Unrealized +22.7%
UPS United Parcel Service Cl B 0.2%
Value ($000) $2,311 Shares 18,328 Est. Cost $125.79 Unrealized -2.7%
PAYX Paychex Inc 0.2%
Value ($000) $2,295 Shares 16,364 Est. Cost $115.34 Unrealized +19.1%
XLY Consumer Discretionary Selt 0.2%
Value ($000) $2,293 Shares 10,221 Est. Cost $73.62 Unrealized
CB Chubb Ltd 0.2%
Value ($000) $2,235 Shares 8,090 Est. Cost $197.92 Unrealized +42.2%
TXN Texas Instruments Inc 0.2%
Value ($000) $2,221 Shares 11,847 Est. Cost $161.70 Unrealized +19.4%
BA The Boeing Company 0.2%
Value ($000) $2,218 Shares 12,530 Est. Cost $133.74 Unrealized +17.3%
USB US BANCORP DEL 0.2%
Value ($000) $2,202 Shares 46,031 Est. Cost $30.22 Unrealized +54.3%
ADI Analog Devices Inc 0.2%
Value ($000) $2,172 Shares 10,225 Est. Cost $199.67 Unrealized +8.6%
JMUB JPMorgan Municipal ETF 0.2%
Value ($000) $2,165 Shares 43,175 Est. Cost $50.38 Unrealized
GLD SPDR Gold Shares 0.1%
Value ($000) $2,136 Shares 8,823 Est. Cost $186.54 Unrealized
CVS CVS Health Corp 0.1%
Value ($000) $2,132 Shares 47,491 Est. Cost $45.53 Unrealized +17.8%
EMR Emerson Elec CO 0.1%
Value ($000) $2,126 Shares 17,157 Est. Cost $57.20 Unrealized +108.1%
MCHP Microchip Technology Inc 0.1%
Value ($000) $2,093 Shares 36,494 Est. Cost $47.89 Unrealized +38.5%
ECL Ecolab Inc 0.1%
Value ($000) $2,062 Shares 8,801 Est. Cost $99.80 Unrealized +146.0%
APH Amphenol Corp 0.1%
Value ($000) $2,012 Shares 28,978 Est. Cost $53.77 Unrealized +29.0%
PWR Quanta Services Inc 0.1%
Value ($000) $1,976 Shares 6,253 Est. Cost $95.26 Unrealized +237.2%
CL Colgate Palmolive CO 0.1%
Value ($000) $1,976 Shares 21,732 Est. Cost $57.61 Unrealized +61.6%
VCIT Vanguard Inter Term Corp Bond 0.1%
Value ($000) $1,909 Shares 23,784 Est. Cost $88.19 Unrealized
ALV Autoliv Inc 0.1%
Value ($000) $1,904 Shares 20,305 Est. Cost $42.33 Unrealized +121.3%
SO Southern Company 0.1%
Value ($000) $1,901 Shares 23,088 Est. Cost $30.66 Unrealized +175.6%
IJR iShares Core S&P Small-Cap 0.1%
Value ($000) $1,888 Shares 16,383 Est. Cost $99.42 Unrealized
DD Dupont De Nemours Inc 0.1%
Value ($000) $1,872 Shares 24,552 Est. Cost $27.48 Unrealized +23.2%
VOT Vanguard Mid Cap Growth 0.1%
Value ($000) $1,863 Shares 7,340 Est. Cost $232.36 Unrealized
OTIS Otis Worldwide Corp 0.1%
Value ($000) $1,855 Shares 20,026 Est. Cost $63.71 Unrealized +54.3%
ICE Intercontinental Exchange Inc 0.1%
Value ($000) $1,844 Shares 12,373 Est. Cost $102.00 Unrealized +53.2%
NVO Novo Nordisk As Spons ADR 0.1%
Value ($000) $1,841 Shares 21,400 Est. Cost $142.74 Unrealized
SCHZ Schwab US Aggregate Bd ETF 0.1%
Value ($000) $1,835 Shares 80,842 Est. Cost $38.38 Unrealized
TSLA Tesla Inc 0.1%
Value ($000) $1,830 Shares 4,531 Est. Cost $244.81 Unrealized +31.4%
ADBE Adobe Inc 0.1%
Value ($000) $1,821 Shares 4,094 Est. Cost $509.37 Unrealized -2.8%
VNQ Vanguard Real Estate ETF 0.1%
Value ($000) $1,816 Shares 20,391 Est. Cost $90.29 Unrealized
GE GE Aerospace 0.1%
Value ($000) $1,801 Shares 10,797 Est. Cost $68.26 Unrealized +159.5%
SYY Sysco Corp 0.1%
Value ($000) $1,794 Shares 23,466 Est. Cost $48.89 Unrealized +51.2%
MS Morgan Stanley 0.1%
Value ($000) $1,763 Shares 14,024 Est. Cost $80.59 Unrealized +48.3%
EEMV iShares MSCI Emerg Mkt Min Vol 0.1%
Value ($000) $1,746 Shares 30,104 Est. Cost $57.46 Unrealized
DES WisdomTree SmallCap Dividend 0.1%
Value ($000) $1,690 Shares 49,210 Est. Cost $29.48 Unrealized
DIA SPDR Dow Jones Industrial Aver 0.1%
Value ($000) $1,656 Shares 3,893 Est. Cost $163.72 Unrealized
NSC Norfolk Southern Corp 0.1%
Value ($000) $1,611 Shares 6,865 Est. Cost $105.41 Unrealized +135.7%
INTC Intel Corp 0.1%
Value ($000) $1,596 Shares 79,592 Est. Cost $17.56 Unrealized +28.4%
CNI Canadian National Railway Comp 0.1%
Value ($000) $1,585 Shares 15,613 Est. Cost $109.30 Unrealized -2.2%
FISV Fiserv Inc 0.1%
Value ($000) $1,571 Shares 7,649 Est. Cost $90.08 Unrealized +126.6%
VO Vanguard Index Fund Mid-Cap 0.1%
Value ($000) $1,535 Shares 5,812 Est. Cost $226.96 Unrealized
AWK American Water Works CO Inc 0.1%
Value ($000) $1,529 Shares 12,283 Est. Cost $37.47 Unrealized +250.6%
SYK Stryker Corp. 0.1%
Value ($000) $1,527 Shares 4,240 Est. Cost $296.52 Unrealized +23.5%
VWO Vanguard FTSE EM Index Fund ETF 0.1%
Value ($000) $1,526 Shares 34,650 Est. Cost $40.28 Unrealized
SLB Schlumberger Limited 0.1%
Value ($000) $1,507 Shares 39,308 Est. Cost $46.80 Unrealized -13.4%
XLF Financial Select Sector SPDR 0.1%
Value ($000) $1,463 Shares 30,273 Est. Cost $22.39 Unrealized
BAM Brookfield Asset Mgmt Inc Cl A 0.1%
Value ($000) $1,449 Shares 26,742 Est. Cost $31.70 Unrealized +64.3%
FV First Trust DW Focus 5 0.1%
Value ($000) $1,447 Shares 24,499 Est. Cost $51.55 Unrealized
AMGN Amgen Inc 0.1%
Value ($000) $1,439 Shares 5,522 Est. Cost $178.24 Unrealized +60.5%
MOO Vaneck ETF Trust Agribusiness 0.1%
Value ($000) $1,393 Shares 21,594 Est. Cost $48.85 Unrealized
COP Conocophillips 0.1%
Value ($000) $1,390 Shares 14,021 Est. Cost $70.18 Unrealized +45.8%
CMCSA ComCast Corp-Cl A 0.1%
Value ($000) $1,389 Shares 37,002 Est. Cost $31.32 Unrealized +27.7%
FTV Fortive Corp 0.1%
Value ($000) $1,350 Shares 18,004 Est. Cost $51.37 Unrealized +11.1%
BND Vanguard Total Bond Market ETF 0.1%
Value ($000) $1,345 Shares 18,706 Est. Cost $72.49 Unrealized
AON Aon PLC ADR 0.1%
Value ($000) $1,341 Shares 3,733 Est. Cost $324.26 Unrealized +12.6%
TDG Transdigm Group Inc 0.1%
Value ($000) $1,324 Shares 1,045 Est. Cost $749.90 Unrealized +64.0%
VXUS Vanguard Total International S 0.1%
Value ($000) $1,301 Shares 22,075 Est. Cost $61.04 Unrealized
ISRG Intuitive Surgical 0.1%
Value ($000) $1,299 Shares 2,489 Est. Cost $375.05 Unrealized +38.9%
IWO Ishares Russell 2000 Growth ET 0.1%
Value ($000) $1,296 Shares 4,502 Est. Cost $242.76 Unrealized
GVI iShares Tr Intrm Gov Cr ETF 0.1%
Value ($000) $1,295 Shares 12,420 Est. Cost $103.90 Unrealized
XLI Industrial Select Sector SPDR 0.1%
Value ($000) $1,275 Shares 9,679 Est. Cost $48.84 Unrealized
DOW The Dow Chemical Company 0.1%
Value ($000) $1,274 Shares 31,750 Est. Cost $40.06 Unrealized +7.2%
FVD First Trust Value Line Div Index 0.1%
Value ($000) $1,270 Shares 29,100 Est. Cost $40.67 Unrealized
MMM 3m CO 0.1%
Value ($000) $1,248 Shares 9,665 Est. Cost $78.04 Unrealized +64.5%
ESGU iShares ESG Aware MSCI USA ETF 0.1%
Value ($000) $1,233 Shares 9,571 Est. Cost $104.92 Unrealized
BX Blackstone Inc 0.1%
Value ($000) $1,225 Shares 7,107 Est. Cost $98.65 Unrealized +71.1%
IUSB Ishares Total Usd Bond 0.1%
Value ($000) $1,205 Shares 26,649 Est. Cost $46.07 Unrealized
SPSB SPDR Portfolio Short Term Corp 0.1%
Value ($000) $1,192 Shares 39,920 Est. Cost $29.23 Unrealized
GBDC Golub Cap Bdc Inc 0.1%
Value ($000) $1,157 Shares 76,287 Est. Cost $13.22 Unrealized +1.5%
NOW Servicenow Inc 0.1%
Value ($000) $1,154 Shares 1,089 Est. Cost $166.73 Unrealized +21.5%
SBUX Starbucks Corp 0.1%
Value ($000) $1,130 Shares 12,386 Est. Cost $82.31 Unrealized +14.1%
XLV Health Care Select Sector SPDR 0.1%
Value ($000) $1,124 Shares 8,172 Est. Cost $74.75 Unrealized
GQRE FlexShares Global Quality Real 0.1%
Value ($000) $1,124 Shares 19,725 Est. Cost $58.66 Unrealized
HDV iShares Core High Dividend ETF 0.1%
Value ($000) $1,119 Shares 9,969 Est. Cost $94.32 Unrealized
XLE Energy Select Sector SPDR 0.1%
Value ($000) $1,109 Shares 12,948 Est. Cost $71.90 Unrealized
VT Vanguard Total World Stock Ind 0.1%
Value ($000) $1,087 Shares 9,256 Est. Cost $117.48 Unrealized
DKS Dick's Sporting Goods Inc. 0.1%
Value ($000) $1,031 Shares 4,505 Est. Cost $63.87 Unrealized +219.6%
LHX L3 Harris Technologies Inc 0.1%
Value ($000) $1,030 Shares 4,900 Est. Cost $209.20 Unrealized +12.1%
IYZ Ishares DJ US Telcom Sector ET 0.1%
Value ($000) $1,029 Shares 38,343 Est. Cost $27.79 Unrealized
ACN Accenture PLC Cl A 0.1%
Value ($000) $1,023 Shares 2,908 Est. Cost $308.02 Unrealized +15.2%
IEI Ishares 3-7 Year Treasury Bond 0.1%
Value ($000) $1,020 Shares 8,825 Est. Cost $114.51 Unrealized
D Dominion Resources Inc 0.1%
Value ($000) $1,006 Shares 18,671 Est. Cost $39.45 Unrealized +37.0%
PYPL Paypal Holdings Inc 0.1%
Value ($000) $976 Shares 11,436 Est. Cost $74.82 Unrealized +12.1%
IVE Ishares S&P 500 Value 0.1%
Value ($000) $970 Shares 5,084 Est. Cost $155.92 Unrealized
EMXC Ishares Msci Emerging 0.1%
Value ($000) $968 Shares 17,463 Est. Cost $59.80 Unrealized
CMG Chipotle Mexican Grill Inc 0.1%
Value ($000) $961 Shares 15,940 Est. Cost $61.57 Unrealized -2.1%
INTU Intuit 0.1%
Value ($000) $957 Shares 1,522 Est. Cost $542.79 Unrealized +16.9%
IWR Ishares Russell Mid Cap ETF 0.1%
Value ($000) $956 Shares 10,810 Est. Cost $80.24 Unrealized
ROP Roper Technologies Inc 0.1%
Value ($000) $933 Shares 1,795 Est. Cost $482.70 Unrealized +12.8%
PCAR Paccar Inc 0.1%
Value ($000) $907 Shares 8,719 Est. Cost $103.67 Unrealized +0.2%
CLX Clorox Company 0.1%
Value ($000) $874 Shares 5,383 Est. Cost $63.11 Unrealized +149.4%
IVW Ishares S&P 500 Growth 0.1%
Value ($000) $861 Shares 8,478 Est. Cost $63.56 Unrealized
RBC Rbc Bearings Inc 0.1%
Value ($000) $858 Shares 2,869 Est. Cost $226.85 Unrealized +35.7%
GILD Gilead Sciences Inc 0.1%
Value ($000) $856 Shares 9,266 Est. Cost $58.70 Unrealized +48.2%
IQV IQVIA Holdings Inc 0.1%
Value ($000) $843 Shares 4,288 Est. Cost $216.59 Unrealized -2.6%
SUB iShares Short-Term National Mu 0.1%
Value ($000) $839 Shares 7,955 Est. Cost $106.19 Unrealized
DIVO Amplify CWP Enhanced Dividend 0.1%
Value ($000) $838 Shares 20,691 Est. Cost $35.63 Unrealized
SCHG Schwab U.S. Large-Cap Growth 0.1%
Value ($000) $836 Shares 29,983 Est. Cost $42.42 Unrealized
BDX Becton Dickinson 0.1%
Value ($000) $826 Shares 3,641 Est. Cost $189.40 Unrealized +18.9%
AEM Agnico Eagle Mines Ltd 0.1%
Value ($000) $811 Shares 10,374 Est. Cost $60.10 Unrealized +35.0%
BK Bank of New York Mellon Corp 0.1%
Value ($000) $808 Shares 10,515 Est. Cost $27.35 Unrealized +176.1%
KMB Kimberly Clark Corp 0.1%
Value ($000) $796 Shares 6,078 Est. Cost $85.72 Unrealized +51.8%
RDVY First Trust Rising Dividend 0.1%
Value ($000) $790 Shares 13,356 Est. Cost $51.67 Unrealized
IWP Ishares Russell Midcap Growth 0.1%
Value ($000) $779 Shares 6,147 Est. Cost $92.46 Unrealized
HSY Hershey Co. 0.1%
Value ($000) $779 Shares 4,599 Est. Cost $202.30 Unrealized -14.5%
MBB Ishares Barclays Mbs Bond ETF 0.1%
Value ($000) $775 Shares 8,452 Est. Cost $93.23 Unrealized
TEL TE Connectivity PLC 0.1%
Value ($000) $764 Shares 5,346 Est. Cost $146.82 Unrealized 0.0%
VEU Vanguard FTSE All-World ex-US 0.1%
Value ($000) $752 Shares 13,104 Est. Cost $52.76 Unrealized
CTVA Corteva Inc Com 0.1%
Value ($000) $751 Shares 13,180 Est. Cost $33.45 Unrealized +74.7%
NUE Nucor Corp 0.1%
Value ($000) $731 Shares 6,267 Est. Cost $40.62 Unrealized +246.8%
ITW Illinois Tool Wks Inc 0.1%
Value ($000) $722 Shares 2,848 Est. Cost $130.64 Unrealized +97.0%
MET Metlife Inc 0.0%
Value ($000) $709 Shares 8,659 Est. Cost $34.11 Unrealized +136.4%
SCHW The Charles Schwab Corp 0.0%
Value ($000) $706 Shares 9,543 Est. Cost $46.86 Unrealized +57.5%
ZTS Zoetis Inc 0.0%
Value ($000) $696 Shares 4,272 Est. Cost $176.84 Unrealized -0.3%
SCHM Schwab U.S. Mid-Cap 0.0%
Value ($000) $682 Shares 24,600 Est. Cost $44.44 Unrealized
DUK Duke Energy Corp 0.0%
Value ($000) $674 Shares 6,253 Est. Cost $64.46 Unrealized +68.8%
FAST Fastenal CO 0.0%
Value ($000) $646 Shares 8,990 Est. Cost $27.19 Unrealized +40.3%
VEA Vanguard FTSE Developed Market 0.0%
Value ($000) $645 Shares 13,494 Est. Cost $46.03 Unrealized
TMUS T-Mobile US Inc 0.0%
Value ($000) $640 Shares 2,900 Est. Cost $139.13 Unrealized +60.6%
ORLY O'Reilly Automotive Inc 0.0%
Value ($000) $634 Shares 535 Est. Cost $36.40 Unrealized +121.5%
AMAT Applied Materials Inc 0.0%
Value ($000) $632 Shares 3,885 Est. Cost $140.40 Unrealized +27.6%
SPIB SPDR Portfolio Intermediate Te 0.0%
Value ($000) $624 Shares 19,046 Est. Cost $33.54 Unrealized
XLP Consumer Staples Select Sector 0.0%
Value ($000) $620 Shares 7,886 Est. Cost $48.77 Unrealized
IAGG iShares Core Intl Aggregate Bond 0.0%
Value ($000) $619 Shares 12,396 Est. Cost $51.94 Unrealized
GEV GE Vernova Inc 0.0%
Value ($000) $615 Shares 1,871 Est. Cost $158.10 Unrealized +97.3%
BSV Vanguard Short Term Bond ETF 0.0%
Value ($000) $613 Shares 7,928 Est. Cost $75.39 Unrealized
MAR Marriott International Inc 0.0%
Value ($000) $603 Shares 2,163 Est. Cost $148.61 Unrealized +82.7%
IONS Ionis Pharmaceuticals Inc 0.0%
Value ($000) $596 Shares 17,050 Est. Cost $41.26 Unrealized -9.4%
SHEL Shell Plc 0.0%
Value ($000) $584 Shares 9,325 Est. Cost $54.78 Unrealized
ZBH Zimmer Biomet Holdings Inc 0.0%
Value ($000) $576 Shares 5,456 Est. Cost $95.87 Unrealized +10.6%
MUB Ishares National Muni Bond ETF 0.0%
Value ($000) $576 Shares 5,405 Est. Cost $108.63 Unrealized
EPD Enterprise Prods Partners LP 0.0%
Value ($000) $557 Shares 17,748 Est. Cost $26.35 Unrealized
DFAX Dimensional World ex U.S. Core E 0.0%
Value ($000) $552 Shares 22,194 Est. Cost $24.49 Unrealized
VB Vanguard Small Cap Etf 0.0%
Value ($000) $548 Shares 2,279 Est. Cost $213.33 Unrealized
TFC Truist Financial Corporation 0.0%
Value ($000) $543 Shares 12,515 Est. Cost $37.12 Unrealized +14.0%
MAS Masco Corp 0.0%
Value ($000) $536 Shares 7,380 Est. Cost $61.34 Unrealized +27.8%
XYL Xylem Inc 0.0%
Value ($000) $532 Shares 4,587 Est. Cost $38.50 Unrealized +224.0%
DSI iShares KLD 400 Social Index 0.0%
Value ($000) $532 Shares 4,821 Est. Cost $94.64 Unrealized
XLC Communication Services Select 0.0%
Value ($000) $526 Shares 5,433 Est. Cost $79.26 Unrealized
CMI Cummins Inc 0.0%
Value ($000) $509 Shares 1,461 Est. Cost $232.97 Unrealized +47.4%
SUSA iShares MSCI USA ESG Select ET 0.0%
Value ($000) $504 Shares 4,145 Est. Cost $83.14 Unrealized
PSK SPDR Preferred Stock ETF 0.0%
Value ($000) $502 Shares 15,221 Est. Cost $33.44 Unrealized
MKL Markel Group INC COM 0.0%
Value ($000) $499 Shares 289 Est. Cost $1463.82 Unrealized +13.4%
GEHC Ge Healthcare Technologi 0.0%
Value ($000) $498 Shares 6,371 Est. Cost $76.07 Unrealized +11.5%
FVC First Trust DW Dynamic Focus 5 0.0%
Value ($000) $497 Shares 13,607 Est. Cost $32.78 Unrealized
TSM Taiwan Semiconductor Spons ADR 0.0%
Value ($000) $490 Shares 2,483 Est. Cost $86.90 Unrealized
EFV Ishares Msci Eafe Value 0.0%
Value ($000) $478 Shares 9,106 Est. Cost $52.10 Unrealized
J Jacobs Solutions Inc 0.0%
Value ($000) $478 Shares 3,575 Est. Cost $99.93 Unrealized +36.3%
SCHX Schwab U.S. Large-Cap 0.0%
Value ($000) $474 Shares 20,445 Est. Cost $35.61 Unrealized
FCX Freeport-McMoran Inc 0.0%
Value ($000) $461 Shares 12,111 Est. Cost $37.17 Unrealized +18.5%
FTSM First Trust Enhanced Short Matur 0.0%
Value ($000) $459 Shares 7,680 Est. Cost $59.68 Unrealized
YUM Yum! Brands Inc 0.0%
Value ($000) $457 Shares 3,407 Est. Cost $65.47 Unrealized +102.0%
SPEM SPDR Portfolio Emerging Market 0.0%
Value ($000) $451 Shares 11,748 Est. Cost $33.92 Unrealized
ALL Allstate Corp 0.0%
Value ($000) $445 Shares 2,309 Est. Cost $129.88 Unrealized +46.2%
IWF iShares Russell 1000 Growth 0.0%
Value ($000) $445 Shares 1,107 Est. Cost $200.18 Unrealized
IGLB Ishares Tr 10 Yr Invst Grd 0.0%
Value ($000) $437 Shares 8,845 Est. Cost $50.04 Unrealized
CSX Csx Corp 0.0%
Value ($000) $433 Shares 13,428 Est. Cost $23.91 Unrealized +40.9%
WM Waste Management Inc 0.0%
Value ($000) $424 Shares 2,102 Est. Cost $136.22 Unrealized +55.0%
GOVT iShares U.S. Treasury Bond 0.0%
Value ($000) $421 Shares 18,300 Est. Cost $23.04 Unrealized
C Citigroup Inc 0.0%
Value ($000) $420 Shares 5,967 Est. Cost $42.79 Unrealized +52.8%
FIW First Trust ISE Water Index Fd 0.0%
Value ($000) $414 Shares 4,052 Est. Cost $94.80 Unrealized
ENB Enbridge Incorporated 0.0%
Value ($000) $413 Shares 9,734 Est. Cost $29.90 Unrealized +31.1%
FWONK Liberty Media Corp Del 0.0%
Value ($000) $405 Shares 4,366 Est. Cost $82.67 Unrealized
GSK GSK PLC Sponsored ADR 0.0%
Value ($000) $395 Shares 11,689 Est. Cost $36.06 Unrealized
PEG Public Service Enterprise Grou 0.0%
Value ($000) $394 Shares 4,666 Est. Cost $35.46 Unrealized +140.5%
CME CME Group Inc. 0.0%
Value ($000) $385 Shares 1,657 Est. Cost $194.70 Unrealized +12.8%
NOC Northrop Grumman Corporation 0.0%
Value ($000) $381 Shares 812 Est. Cost $424.97 Unrealized +16.0%
KHC Kraft Heinz CO 0.0%
Value ($000) $380 Shares 12,363 Est. Cost $41.82 Unrealized -26.7%
LMBS First Trust Low Duration 0.0%
Value ($000) $379 Shares 7,791 Est. Cost $48.52 Unrealized
MKC McCormick & CO Inc 0.0%
Value ($000) $377 Shares 4,950 Est. Cost $78.12 Unrealized -2.6%
GLW Corning Inc 0.0%
Value ($000) $373 Shares 7,856 Est. Cost $18.82 Unrealized +146.3%
FDX Fedex Corporation 0.0%
Value ($000) $372 Shares 1,324 Est. Cost $233.93 Unrealized +16.2%
TPL Texas Pacific Land Corporation 0.0%
Value ($000) $370 Shares 335 Est. Cost $210.63 Unrealized +92.7%
WY Weyerhaeuser CO REIT 0.0%
Value ($000) $365 Shares 12,958 Est. Cost $30.62 Unrealized -1.8%
IWY IShares Russell Top 200 Growth 0.0%
Value ($000) $360 Shares 1,530 Est. Cost $106.70 Unrealized
IJK Ishares S&P Midcap 400/Grwth E 0.0%
Value ($000) $354 Shares 3,890 Est. Cost $111.87 Unrealized
IGIB Ishares 5-10 Yr Inv Gr Corp Bd 0.0%
Value ($000) $350 Shares 6,802 Est. Cost $51.98 Unrealized
FlexShares Real Assets Allocat 0.0%
Value ($000) $350 Shares 11,750 Est. Cost $30.15 Unrealized
FSLR First Solar Inc 0.0%
Value ($000) $344 Shares 1,954 Est. Cost $187.41 Unrealized +6.2%
RSP Invesco S&P 500 Equal Weight E 0.0%
Value ($000) $337 Shares 1,926 Est. Cost $157.80 Unrealized
MCO Moodys Corp 0.0%
Value ($000) $330 Shares 698 Est. Cost $333.80 Unrealized +41.7%
BSX Boston Scientific Corp 0.0%
Value ($000) $330 Shares 3,689 Est. Cost $52.51 Unrealized +67.7%
VIG Vanguard Dividend Appreciation 0.0%
Value ($000) $328 Shares 1,677 Est. Cost $146.74 Unrealized
TRV Travelers Companies Inc 0.0%
Value ($000) $328 Shares 1,361 Est. Cost $166.66 Unrealized +46.9%
DHI D R Horton Inc 0.0%
Value ($000) $325 Shares 2,325 Est. Cost $144.49 Unrealized +14.2%
DTE DTE Energy Co 0.0%
Value ($000) $324 Shares 2,684 Est. Cost $78.15 Unrealized +51.5%
MBSD Flexshares Disciplined Duratio 0.0%
Value ($000) $323 Shares 15,982 Est. Cost $20.18 Unrealized
IQDF FlexShares International Quali 0.0%
Value ($000) $321 Shares 13,785 Est. Cost $23.06 Unrealized
VTIP Vanguard Short-Term TIPS 0.0%
Value ($000) $317 Shares 6,539 Est. Cost $48.36 Unrealized
DLR Digital Realty Trust Inc REIT 0.0%
Value ($000) $315 Shares 1,776 Est. Cost $90.52 Unrealized +89.1%
TSCO Tractor Supply Co 0.0%
Value ($000) $313 Shares 5,900 Est. Cost $52.61 Unrealized +5.3%
USMV IShares Edge MSCI Min Vol USA 0.0%
Value ($000) $310 Shares 3,491 Est. Cost $92.95 Unrealized
IWB IShares Russell 1000 ETF 0.0%
Value ($000) $301 Shares 935 Est. Cost $225.23 Unrealized
JEPI JPMorgan Equity Premium Income 0.0%
Value ($000) $300 Shares 5,207 Est. Cost $58.20 Unrealized
IWS Ishares Russell MidCap Value 0.0%
Value ($000) $299 Shares 2,308 Est. Cost $117.14 Unrealized
EOG Eog Res Inc 0.0%
Value ($000) $296 Shares 2,411 Est. Cost $116.99 Unrealized +5.4%
CAH Cardinal Health Inc 0.0%
Value ($000) $292 Shares 2,468 Est. Cost $71.89 Unrealized +59.7%
VYM Vanguard High Dividend Yield E 0.0%
Value ($000) $288 Shares 2,256 Est. Cost $112.41 Unrealized
BBY Best Buy Company Inc 0.0%
Value ($000) $283 Shares 3,302 Est. Cost $23.76 Unrealized +261.2%
FTSL First Trust Senior Loan 0.0%
Value ($000) $281 Shares 6,074 Est. Cost $46.07 Unrealized
SPLV Invesco S&P 500 Low Volatility E 0.0%
Value ($000) $281 Shares 4,009 Est. Cost $59.19 Unrealized
WAB Wabtec 0.0%
Value ($000) $281 Shares 1,480 Est. Cost $157.82 Unrealized +22.0%
CI Cigna Group 0.0%
Value ($000) $280 Shares 1,013 Est. Cost $222.42 Unrealized +40.0%
BKNG Booking Hldgs Inc 0.0%
Value ($000) $278 Shares 56 Est. Cost $3508.24 Unrealized +35.8%
NOBL ProShares S&P 500 Div Aristocrat 0.0%
Value ($000) $276 Shares 2,771 Est. Cost $98.88 Unrealized
BKLN Invesco Tr II Senior Loan ETF 0.0%
Value ($000) $269 Shares 12,765 Est. Cost $21.04 Unrealized
AMT American Tower Corp REIT 0.0%
Value ($000) $269 Shares 1,465 Est. Cost $189.72 Unrealized +4.5%
FNDF Schwab Fundamental Intl Lg Co 0.0%
Value ($000) $266 Shares 8,015 Est. Cost $29.30 Unrealized
URI United Rentals Inc 0.0%
Value ($000) $266 Shares 377 Est. Cost $450.63 Unrealized +78.6%
QUAL iShares Edge MSCI USA Quality 0.0%
Value ($000) $262 Shares 1,471 Est. Cost $165.59 Unrealized
MCK McKesson Corp 0.0%
Value ($000) $261 Shares 458 Est. Cost $416.71 Unrealized +33.7%
MNST Monster Beverage Corp New 0.0%
Value ($000) $256 Shares 4,880 Est. Cost $56.59 Unrealized -6.3%
IWD Ishares Tr Rus 1000 Val ETF 0.0%
Value ($000) $255 Shares 1,375 Est. Cost $151.65 Unrealized
ADSK Autodesk Inc 0.0%
Value ($000) $250 Shares 847 Est. Cost $211.69 Unrealized +39.6%
SEIC S E I Investments Co 0.0%
Value ($000) $250 Shares 3,026 Est. Cost $56.53 Unrealized +36.4%
TM Toyota Motor Corp Spons ADR 0.0%
Value ($000) $246 Shares 1,265 Est. Cost $180.01 Unrealized
AMD ADVANCED MICRO DEVICE IN 0.0%
Value ($000) $246 Shares 2,038 Est. Cost $164.71 Unrealized -12.6%
DOV Dover Corp 0.0%
Value ($000) $246 Shares 1,312 Est. Cost $136.69 Unrealized +41.2%
BP BP PLC Spons ADR 0.0%
Value ($000) $241 Shares 8,159 Est. Cost $24.82 Unrealized
SCHP Schwab US TIPs ETF 0.0%
Value ($000) $240 Shares 9,291 Est. Cost $33.47 Unrealized
VV Vanguard Large-Cap ETF 0.0%
Value ($000) $239 Shares 885 Est. Cost $218.15 Unrealized
IGOV iShares International Treasury 0.0%
Value ($000) $238 Shares 6,196 Est. Cost $38.42 Unrealized
PFFD Global X US Preferred ETF 0.0%
Value ($000) $234 Shares 12,000 Est. Cost $25.75 Unrealized
VXF Vanguard Extended Market Index 0.0%
Value ($000) $233 Shares 1,226 Est. Cost $164.37 Unrealized
IDXX IDEXX Laboratories, Inc. 0.0%
Value ($000) $232 Shares 562 Est. Cost $439.29 Unrealized -0.1%
WMB Williams Cos Inc 0.0%
Value ($000) $232 Shares 4,293 Est. Cost $41.76 Unrealized +23.8%
MELI MercadoLibre, Inc. 0.0%
Value ($000) $230 Shares 135 Est. Cost $1822.23 Unrealized +6.9%
IWN Ishares Russell 2000 Value ETF 0.0%
Value ($000) $227 Shares 1,380 Est. Cost $144.35 Unrealized
CALF Pacer US Small Cap Cash Cows 1 0.0%
Value ($000) $225 Shares 5,111 Est. Cost $48.03 Unrealized
IEF Ishares Barclays 7-10 Year Tr 0.0%
Value ($000) $224 Shares 2,428 Est. Cost $96.06 Unrealized
BAX Baxter Intl Inc 0.0%
Value ($000) $215 Shares 7,364 Est. Cost $32.24 Unrealized +2.2%
MLM Martin Marietta Matls Inc 0.0%
Value ($000) $212 Shares 410 Est. Cost $436.08 Unrealized +29.2%
GPC Genuine Parts CO 0.0%
Value ($000) $211 Shares 1,804 Est. Cost $128.49 Unrealized -6.5%
STT State Street Corp 0.0%
Value ($000) $209 Shares 2,132 Est. Cost $78.45 Unrealized +16.3%
VLTO Veralto Corp 0.0%
Value ($000) $207 Shares 2,037 Est. Cost $73.75 Unrealized +43.7%
WBS Webster Finl Co 0.0%
Value ($000) $207 Shares 3,753 Est. Cost $45.86 Unrealized +19.8%
EXC Exelon Corp 0.0%
Value ($000) $207 Shares 5,488 Est. Cost $35.76 Unrealized +4.2%
BIL SPDR Tr Bloomberg 1-3 MO ETF 0.0%
Value ($000) $207 Shares 2,259 Est. Cost $91.55 Unrealized
DVY Ishares DJ Select Dividend ETF 0.0%
Value ($000) $201 Shares 1,533 Est. Cost $117.22 Unrealized
IJS iShares S&P Small-Cap 600 Value 0.0%
Value ($000) $200 Shares 1,838 Est. Cost $105.93 Unrealized
KBE SPDR S&P Bank ETF 0.0%
Value ($000) $197 Shares 3,546 Est. Cost $52.89 Unrealized
CEG Constellation Energy Corp 0.0%
Value ($000) $196 Shares 877 Est. Cost $226.63 Unrealized +9.3%
BUD Anheuser-Busch Inbev Spons ADR 0.0%
Value ($000) $193 Shares 3,860 Est. Cost $63.71 Unrealized
APA APA Corporation 0.0%
Value ($000) $193 Shares 8,367 Est. Cost $17.35 Unrealized +27.6%
VGSH Vanguard Short Term 0.0%
Value ($000) $190 Shares 3,269 Est. Cost $59.02 Unrealized
ASML Asml Holding N V 0.0%
Value ($000) $184 Shares 265 Est. Cost $591.62 Unrealized
ROK Rockwell Automation Inc 0.0%
Value ($000) $182 Shares 638 Est. Cost $259.73 Unrealized +6.3%
AROW Arrow Finl Corp 0.0%
Value ($000) $181 Shares 6,315 Est. Cost $24.36 Unrealized +18.9%
CDNS Cadence Design System Inc 0.0%
Value ($000) $180 Shares 598 Est. Cost $234.06 Unrealized +24.2%
PSX Phillips 66 0.0%
Value ($000) $178 Shares 1,563 Est. Cost $129.06 Unrealized -5.4%
CPNG Coupang Inc 0.0%
Value ($000) $177 Shares 8,035 Est. Cost $22.24 Unrealized +10.4%
HYS PIMCO 0-5 Year High Yield Corp 0.0%
Value ($000) $177 Shares 1,885 Est. Cost $95.50 Unrealized
DB Deutsche Bank Ag ADR 0.0%
Value ($000) $171 Shares 10,000 Est. Cost $7.45 Unrealized +124.5%
CHH Choice Hotels International In 0.0%
Value ($000) $168 Shares 1,184 Est. Cost $123.51 Unrealized +13.2%
MGEE MGE ENERGY INC 0.0%
Value ($000) $166 Shares 1,761 Est. Cost $69.06 Unrealized +36.5%
EQIX Equinix Inc 0.0%
Value ($000) $165 Shares 175 Est. Cost $794.65 Unrealized +12.9%
PJUL Innovator U.S. Equity Power Bu 0.0%
Value ($000) $164 Shares 3,988 Est. Cost $38.85 Unrealized
FLRN SPDR BbgBarc Inv Gr Floating R 0.0%
Value ($000) $162 Shares 5,270 Est. Cost $30.85 Unrealized
LNT ALLIANT ENERGY CORP 0.0%
Value ($000) $161 Shares 2,728 Est. Cost $46.45 Unrealized +25.7%
AMP Ameriprise Financial Inc. 0.0%
Value ($000) $154 Shares 290 Est. Cost $426.54 Unrealized +23.4%
DTM DT Midstream Inc 0.0%
Value ($000) $149 Shares 1,502 Est. Cost $71.25 Unrealized +28.8%
ES Eversource Energy 0.0%
Value ($000) $149 Shares 2,600 Est. Cost $60.33 Unrealized -2.5%
LQD iShares iBoxx InvGrade Corp Bd 0.0%
Value ($000) $149 Shares 1,397 Est. Cost $111.77 Unrealized
SPYV SPDR Portfolio S&P 500 Value E 0.0%
Value ($000) $147 Shares 2,867 Est. Cost $51.78 Unrealized
VGLT Vanguard Long-Term Treasury ET 0.0%
Value ($000) $143 Shares 2,588 Est. Cost $61.54 Unrealized
CEF Sprott Physical Gold & Silver 0.0%
Value ($000) $143 Shares 6,000 Est. Cost $24.49 Unrealized
ZBRA Zebra Technologies Corp 0.0%
Value ($000) $142 Shares 368 Est. Cost $335.88 Unrealized +15.3%
SNPS Synopsys Inc 0.0%
Value ($000) $138 Shares 285 Est. Cost $534.69 Unrealized -2.2%
USHY IShares Broad USD High Yield C 0.0%
Value ($000) $138 Shares 3,748 Est. Cost $37.58 Unrealized
CTSH Cognizant Technology Solutions 0.0%
Value ($000) $136 Shares 1,772 Est. Cost $72.87 Unrealized +5.5%
COR Cencora Inc. 0.0%
Value ($000) $135 Shares 600 Est. Cost $229.65 Unrealized +1.5%
BALL Ball Corp 0.0%
Value ($000) $133 Shares 2,416 Est. Cost $62.18 Unrealized -3.2%
QQQ Invesco QQQ Trust 0.0%
Value ($000) $132 Shares 258 Est. Cost $471.11 Unrealized
CCJ Cameco Corp ADR 0.0%
Value ($000) $130 Shares 2,534 Est. Cost $43.42 Unrealized +25.1%
BBWI Bath & Body Works Inc 0.0%
Value ($000) $130 Shares 3,355 Est. Cost $31.52 Unrealized +1.5%
SU Suncor Energy Inc 0.0%
Value ($000) $129 Shares 3,614 Est. Cost $37.11 Unrealized +0.7%
WSC WillScot Holdings Corporation 0.0%
Value ($000) $128 Shares 3,823 Est. Cost $38.16 Unrealized -3.7%
KKR Kkr & Co Inc 0.0%
Value ($000) $127 Shares 860 Est. Cost $66.83 Unrealized +118.2%
MTB M & T Bank Corp 0.0%
Value ($000) $125 Shares 667 Est. Cost $148.64 Unrealized +29.3%
IMCG Ishares Morgstar Mid Cap 0.0%
Value ($000) $125 Shares 1,652 Est. Cost $64.45 Unrealized
CLH Clean Harbors Inc 0.0%
Value ($000) $125 Shares 542 Est. Cost $235.10 Unrealized +5.7%
TotalEnergies SE ADR 0.0%
Value ($000) $123 Shares 2,250 Est. Cost $64.62 Unrealized
SPYG SPDR S&P 500 Growth ETF 0.0%
Value ($000) $120 Shares 1,365 Est. Cost $81.64 Unrealized
CCI Crown Castle Inc 0.0%
Value ($000) $119 Shares 1,308 Est. Cost $90.39 Unrealized +8.5%
INVH Invitation Homes Inc 0.0%
Value ($000) $118 Shares 3,692 Est. Cost $33.87 Unrealized -5.9%
BKR Baker Hughes Company 0.0%
Value ($000) $117 Shares 2,842 Est. Cost $34.13 Unrealized +15.5%
REGN Regeneron Pharmaceuticals Inc 0.0%
Value ($000) $115 Shares 162 Est. Cost $1106.73 Unrealized -24.6%
JEPQ JPMorgan NASDAQ Eqt Prem ETF 0.0%
Value ($000) $113 Shares 2,000 Est. Cost $55.66 Unrealized
JPST JPMorgan Ultra-Short Income ET 0.0%
Value ($000) $112 Shares 2,216 Est. Cost $50.26 Unrealized
BIIB Biogen Inc 0.0%
Value ($000) $106 Shares 690 Est. Cost $207.74 Unrealized -18.8%
BHP BHP Group Ltd Spons ADR 0.0%
Value ($000) $104 Shares 2,137 Est. Cost $62.20 Unrealized
CHD Church & Dwight Inc 0.0%
Value ($000) $103 Shares 980 Est. Cost $100.89 Unrealized +3.1%
ED Consolidated Edison Inc 0.0%
Value ($000) $100 Shares 1,123 Est. Cost $87.28 Unrealized +8.6%
AZO Autozone Inc 0.0%
Value ($000) $99 Shares 31 Est. Cost $3070.23 Unrealized +3.1%
CDW CDW Corp 0.0%
Value ($000) $98 Shares 565 Est. Cost $230.53 Unrealized -17.2%
FALN Ishares Fallen Angels 0.0%
Value ($000) $97 Shares 3,621 Est. Cost $26.40 Unrealized
LPLA LPL Financial 0.0%
Value ($000) $97 Shares 296 Est. Cost $225.33 Unrealized +31.2%
ESML iShares ESG Aware MSCI USA Sma 0.0%
Value ($000) $94 Shares 2,238 Est. Cost $41.82 Unrealized
Lam Research Corporation 0.0%
Value ($000) $94 Shares 1,300 Est. Cost $151.54 Unrealized
IYW Ishares US Technology 0.0%
Value ($000) $94 Shares 588 Est. Cost $122.75 Unrealized
MSI Motorola Solutions, Inc 0.0%
Value ($000) $92 Shares 200 Est. Cost $410.72 Unrealized +14.1%
TIP Ishares Barclays TIPS Bond ETF 0.0%
Value ($000) $92 Shares 867 Est. Cost $107.85 Unrealized
JULW AllianzIM US Large Cap Buffer2 0.0%
Value ($000) $92 Shares 2,630 Est. Cost $34.54 Unrealized
IQLT IShares Edge Intl Quality Fact 0.0%
Value ($000) $91 Shares 2,460 Est. Cost $41.49 Unrealized
DMXF iShares ESG Advanced MSCI EAFE 0.0%
Value ($000) $90 Shares 1,390 Est. Cost $70.50 Unrealized
GRID First Trust NASDAQ Cln EdgeSt 0.0%
Value ($000) $87 Shares 733 Est. Cost $104.71 Unrealized
HAL Halliburton CO 0.0%
Value ($000) $86 Shares 3,178 Est. Cost $30.10 Unrealized -6.0%
VHT Vanguard Health Care 0.0%
Value ($000) $86 Shares 341 Est. Cost $250.82 Unrealized
SPG Simon Ppty Group Inc 0.0%
Value ($000) $86 Shares 500 Est. Cost $147.59 Unrealized +12.2%
CNM Core & Main Inc 0.0%
Value ($000) $85 Shares 1,678 Est. Cost $47.90 Unrealized -1.6%
IJUL Innovator MSCI EAFE Power Buff 0.0%
Value ($000) $85 Shares 3,080 Est. Cost $29.41 Unrealized
WEC ENERGY GROUP INC 0.0%
Value ($000) $85 Shares 904 Est. Cost $84.17 Unrealized
WDFC Wd-40 Co Com 0.0%
Value ($000) $85 Shares 350 Est. Cost $244.28 Unrealized +6.5%
LECO Lincoln Elec Hldgs Inc 0.0%
Value ($000) $84 Shares 450 Est. Cost $191.83 Unrealized +5.0%
EMXF iShares ESG Advanced MSCI EM E 0.0%
Value ($000) $84 Shares 2,262 Est. Cost $40.52 Unrealized
VRSK Verisk Analytics Inc 0.0%
Value ($000) $84 Shares 306 Est. Cost $268.20 Unrealized +2.9%
VUG Vanguard Growth Index Fund ETF 0.0%
Value ($000) $83 Shares 203 Est. Cost $375.20 Unrealized
KEY Keycorp 0.0%
Value ($000) $82 Shares 4,802 Est. Cost $13.14 Unrealized +29.3%
KIM Kimco Realty Corp 0.0%
Value ($000) $82 Shares 3,500 Est. Cost $20.69 Unrealized +10.8%
NULG Nuveen ESG Large Cap Growth ET 0.0%
Value ($000) $82 Shares 951 Est. Cost $83.47 Unrealized
IJJ Ishares S&P Midcap 400/Value E 0.0%
Value ($000) $81 Shares 650 Est. Cost $123.88 Unrealized
ICF IShares Cohen Steers REIT ETF 0.0%
Value ($000) $80 Shares 1,335 Est. Cost $65.91 Unrealized
F Ford Motor CO Del 0.0%
Value ($000) $80 Shares 8,115 Est. Cost $10.20 Unrealized -3.2%
XEL Xcel Energy Inc 0.0%
Value ($000) $80 Shares 1,188 Est. Cost $55.51 Unrealized +16.1%
SCHR Schwab Inter Term US Treasury 0.0%
Value ($000) $80 Shares 3,276 Est. Cost $37.00 Unrealized
PGX Invesco Preferred ETF 0.0%
Value ($000) $80 Shares 6,900 Est. Cost $12.35 Unrealized
MGC Vanguard Mega Cap Etf IV 0.0%
Value ($000) $80 Shares 374 Est. Cost $169.28 Unrealized
TLH Ishares 10-20 Year Tsury 0.0%
Value ($000) $80 Shares 799 Est. Cost $108.26 Unrealized
FPE First TRUST Preferred 0.0%
Value ($000) $79 Shares 4,488 Est. Cost $16.86 Unrealized
VBK Vanguard Small Cap Growth 0.0%
Value ($000) $79 Shares 281 Est. Cost $254.83 Unrealized
BNDX Vanguard Total International B 0.0%
Value ($000) $77 Shares 1,567 Est. Cost $50.28 Unrealized
SGOL Aberdeen Standard 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 +16.9%
CBU Community Financial System, In 0.0%
Value ($000) $74 Shares 1,202 Est. Cost $54.73 Unrealized +12.7%
OXY Occidental Pete Corp 0.0%
Value ($000) $74 Shares 1,495 Est. Cost $55.40 Unrealized -11.1%
QLTA Ishares Aaa-A Rated Corp Bond 0.0%
Value ($000) $73 Shares 1,570 Est. Cost $49.15 Unrealized
IXN iShares Global Tech 0.0%
Value ($000) $73 Shares 866 Est. Cost $68.18 Unrealized
PNC PNC Financial Services Group 0.0%
Value ($000) $73 Shares 380 Est. Cost $167.50 Unrealized +13.0%
CTAS Cintas Corp 0.0%
Value ($000) $73 Shares 400 Est. Cost $190.88 Unrealized +9.1%
VLO Valero Energy Corp 0.0%
Value ($000) $72 Shares 586 Est. Cost $129.60 Unrealized -0.4%
PODD Insulet Corp 0.0%
Value ($000) $69 Shares 265 Est. Cost $205.35 Unrealized +22.6%
SJM Jm Smucker CO 0.0%
Value ($000) $66 Shares 601 Est. Cost $111.58 Unrealized -1.5%
IAU iShares Gold Trust New 0.0%
Value ($000) $65 Shares 1,318 Est. Cost $49.70 Unrealized
VOD Vodafone Group plc 0.0%
Value ($000) $65 Shares 7,673 Est. Cost $10.02 Unrealized
SLF Sun Life Financial Inc 0.0%
Value ($000) $64 Shares 1,074 Est. Cost $52.26 Unrealized +12.9%
AMTM Amentum Holdings Inc 0.0%
Value ($000) $63 Shares 3,001 Est. Cost $25.85 Unrealized 0.0%
TPR Tapestry Inc 0.0%
Value ($000) $63 Shares 960 Est. Cost $40.13 Unrealized +33.4%
PHO Invesco Water Resources ETF 0.0%
Value ($000) $62 Shares 943 Est. Cost $70.54 Unrealized
CBZ CBIZ, Inc. 0.0%
Value ($000) $61 Shares 750 Est. Cost $72.67 Unrealized +2.9%
TLTE FlexShares Emerging Mkts Facto 0.0%
Value ($000) $61 Shares 1,202 Est. Cost $57.09 Unrealized
MTD Mettler Toledo International 0.0%
Value ($000) $61 Shares 50 Est. Cost $1403.70 Unrealized -7.0%
ICVT iShares Convertible Bond ETF 0.0%
Value ($000) $61 Shares 715 Est. Cost $78.59 Unrealized
Hess Corporation 0.0%
Value ($000) $60 Shares 454 Est. Cost $135.80 Unrealized
RY Royal Bank of Canada 0.0%
Value ($000) $60 Shares 500 Est. Cost $114.81 Unrealized +7.5%
OKE Oneok Inc 0.0%
Value ($000) $60 Shares 600 Est. Cost $81.49 Unrealized +18.8%
PIO Invesco Global Water ETF 0.0%
Value ($000) $59 Shares 1,504 Est. Cost $43.08 Unrealized
WBD Warner Bros Discovery Inc 0.0%
Value ($000) $58 Shares 5,505 Est. Cost $8.45 Unrealized +10.0%
SLV iShares Silver Trust 0.0%
Value ($000) $57 Shares 2,180 Est. Cost $27.94 Unrealized
SCHO Schwab Short-Term US Treasury 0.0%
Value ($000) $57 Shares 2,384 Est. Cost $36.26 Unrealized
DEO Diageo PLC Spons ADR 0.0%
Value ($000) $57 Shares 450 Est. Cost $140.85 Unrealized
O Realty Income Corp REIT 0.0%
Value ($000) $57 Shares 1,071 Est. Cost $55.00 Unrealized -0.9%
IDV iShares DowJones EPAC Select D 0.0%
Value ($000) $57 Shares 2,088 Est. Cost $27.99 Unrealized
SLQD Ishrs 0-5 Year Inv Grd 0.0%
Value ($000) $57 Shares 1,145 Est. Cost $49.20 Unrealized
GH Guardant Health Inc 0.0%
Value ($000) $56 Shares 1,825 Est. Cost $28.30 Unrealized -0.6%
VOOV Vanguard S&P 500 Value ETF 0.0%
Value ($000) $55 Shares 300 Est. Cost $190.72 Unrealized
Kellanova 0.0%
Value ($000) $55 Shares 683 Est. Cost $64.24 Unrealized +21.7%
NWFL Norwood Financial Corp 0.0%
Value ($000) $55 Shares 2,011 Est. Cost $26.77 Unrealized +8.8%
BNS Bank of Nova Scotia Halifax 0.0%
Value ($000) $54 Shares 1,000 Est. Cost $45.71 Unrealized +13.0%
PLTR Palantir Technologies, Inc. 0.0%
Value ($000) $53 Shares 700 Est. Cost $58.25 Unrealized 0.0%
AROC Archrock Inc 0.0%
Value ($000) $52 Shares 2,100 Est. Cost $19.23 Unrealized +15.5%
VTWO VANGUARD RUSSELL 2000 ETF 0.0%
Value ($000) $51 Shares 576 Est. Cost $82.38 Unrealized
IYE iShares US Energy ETF 0.0%
Value ($000) $51 Shares 1,127 Est. Cost $44.12 Unrealized
VLUE iShares Edge MSCI USA Value Fact 0.0%
Value ($000) $51 Shares 486 Est. Cost $103.45 Unrealized
EL Lauder Estee Cos Cl-A 0.0%
Value ($000) $51 Shares 676 Est. Cost $92.25 Unrealized -16.1%
PPG Ppg Industries Inc 0.0%
Value ($000) $48 Shares 400 Est. Cost $122.00 Unrealized -0.4%
CP Canadian Pacific Kansas City L 0.0%
Value ($000) $47 Shares 650 Est. Cost $81.43 Unrealized -6.1%
Tri Continental Corp 0.0%
Value ($000) $47 Shares 1,481 Est. Cost $33.04 Unrealized
RMD Resmed Inc 0.0%
Value ($000) $47 Shares 205 Est. Cost $220.76 Unrealized +8.0%
OEF Ishares S&P 100 Etf 0.0%
Value ($000) $47 Shares 162 Est. Cost $269.88 Unrealized
VDC Vanguard Consumer 0.0%
Value ($000) $47 Shares 221 Est. Cost $199.43 Unrealized
GLDM World Gold Tr SPDR Gld Minis 0.0%
Value ($000) $47 Shares 897 Est. Cost $52.13 Unrealized
NFG National Fuel Gas CO 0.0%
Value ($000) $46 Shares 760 Est. Cost $58.47 Unrealized +4.8%
SPYM Spdr Portfolio S&P 500 0.0%
Value ($000) $46 Shares 663 Est. Cost $61.53 Unrealized
HCA HCA Holdings Inc 0.0%
Value ($000) $45 Shares 150 Est. Cost $362.13 Unrealized -4.4%
COF Capital One Financial Corp 0.0%
Value ($000) $45 Shares 250 Est. Cost $139.87 Unrealized +22.0%
MSEX Middlesex Water CO 0.0%
Value ($000) $43 Shares 820 Est. Cost $61.99 Unrealized +1.3%
JCPB JPMorgan Core Plus Bond ETF 0.0%
Value ($000) $42 Shares 913 Est. Cost $48.24 Unrealized
TFLO Ishares Treasury 0.0%
Value ($000) $42 Shares 832 Est. Cost $50.49 Unrealized
ICLN iShares Global Clean Energy ET 0.0%
Value ($000) $41 Shares 3,640 Est. Cost $14.69 Unrealized
IFRA iShares U.S. Infrastructure ETF 0.0%
Value ($000) $41 Shares 886 Est. Cost $40.27 Unrealized
Cohen & Steers Qual Inc Rlty 0.0%
Value ($000) $41 Shares 3,330 Est. Cost $14.11 Unrealized
EW Edwards Lifesciences Corp 0.0%
Value ($000) $40 Shares 546 Est. Cost $72.66 Unrealized -3.7%
Royce Micro-Cap Trust, Inc. 0.0%
Value ($000) $39 Shares 4,031 Est. Cost $9.61 Unrealized
ET Energy Transfer Equity LP 0.0%
Value ($000) $39 Shares 2,000 Est. Cost $16.05 Unrealized
HYXF iShares ESG Advanced Hi Yld Co 0.0%
Value ($000) $39 Shares 847 Est. Cost $47.26 Unrealized
PPL Corporation 0.0%
Value ($000) $38 Shares 1,176 Est. Cost $27.10 Unrealized
SPYD SPDR Portfolio SP 500 High Div 0.0%
Value ($000) $38 Shares 880 Est. Cost $45.65 Unrealized
VPU Vanguard World Fund - Utilities 0.0%
Value ($000) $37 Shares 229 Est. Cost $137.56 Unrealized
SLYG SPDR S&P 600 Smcp Grw ETF 0.0%
Value ($000) $37 Shares 414 Est. Cost $93.11 Unrealized
CHWY Chewy Inc 0.0%
Value ($000) $37 Shares 1,104 Est. Cost $26.67 Unrealized +16.6%
SPHR SPHERE ENTERTAINMENT CO CL A 0.0%
Value ($000) $37 Shares 910 Est. Cost $43.04 Unrealized -2.8%
BF/B Brown Forman Corp 0.0%
Value ($000) $37 Shares 965 Est. Cost $43.27 Unrealized -1.7%
Brookline Bancorp Inc 0.0%
Value ($000) $37 Shares 3,102 Est. Cost $10.11 Unrealized
SNOW Snowflake Inc 0.0%
Value ($000) $36 Shares 230 Est. Cost $122.97 Unrealized +14.5%
PID Invesco Intl Divi Achi ETF 0.0%
Value ($000) $35 Shares 1,900 Est. Cost $19.78 Unrealized
WWD Woodward Inc 0.0%
Value ($000) $34 Shares 202 Est. Cost $169.70 Unrealized 0.0%
Nuveen Quality Muni Income Fun 0.0%
Value ($000) $33 Shares 2,857 Est. Cost $12.38 Unrealized
OBDC Blue Owl Capital Corporation 0.0%
Value ($000) $33 Shares 2,200 Est. Cost $12.69 Unrealized +3.3%
TRMB Trimble Inc 0.0%
Value ($000) $33 Shares 469 Est. Cost $55.86 Unrealized +21.7%
USXF Ishares Esg Advanced MSCI USA ETF 0.0%
Value ($000) $33 Shares 662 Est. Cost $46.81 Unrealized
VOE Vanguard Mid Cap Value 0.0%
Value ($000) $33 Shares 201 Est. Cost $116.04 Unrealized
MTUM Ishares Msci Usa Momntum 0.0%
Value ($000) $32 Shares 155 Est. Cost $156.89 Unrealized
HOG Harley Davidson Inc 0.0%
Value ($000) $32 Shares 1,062 Est. Cost $36.11 Unrealized -8.3%
MDYV Spdr Ser Tr 0.0%
Value ($000) $32 Shares 398 Est. Cost $79.46 Unrealized
CWT California Wtr Svc Group 0.0%
Value ($000) $32 Shares 700 Est. Cost $50.84 Unrealized -4.3%
ESGE iShares ESG MSCI EM 0.0%
Value ($000) $32 Shares 946 Est. Cost $34.22 Unrealized
VAW Vanguard Materials 0.0%
Value ($000) $31 Shares 166 Est. Cost $194.48 Unrealized
LNC Lincoln National Corp. 0.0%
Value ($000) $30 Shares 960 Est. Cost $28.82 Unrealized +8.4%
TMFC Motley Fool 100 Index ETF 0.0%
Value ($000) $30 Shares 500 Est. Cost $44.65 Unrealized
TMFG RBB Fd Motley Fool Glbl ETF 0.0%
Value ($000) $29 Shares 1,038 Est. Cost $31.71 Unrealized
IXG iShares Global Financials ETF 0.0%
Value ($000) $29 Shares 304 Est. Cost $78.58 Unrealized
MGK Vanguard Mega Cap Growth 0.0%
Value ($000) $29 Shares 85 Est. Cost $269.38 Unrealized
CWB SPDR Bloomberg Conv Sec ETF 0.0%
Value ($000) $29 Shares 374 Est. Cost $76.59 Unrealized
PBR Petroleo Brasileiro 0.0%
Value ($000) $29 Shares 2,260 Est. Cost $14.59 Unrealized
WTRG Essential Utils Inc 0.0%
Value ($000) $29 Shares 800 Est. Cost $39.30 Unrealized -1.2%
MDYG SPDR S&P 400 Mdcp Grw ETF 0.0%
Value ($000) $29 Shares 334 Est. Cost $87.74 Unrealized
ESGD iShares ESG AW MSCI EAFE ETF 0.0%
Value ($000) $29 Shares 377 Est. Cost $84.17 Unrealized
GNRC Generac Hldgs Inc 0.0%
Value ($000) $29 Shares 185 Est. Cost $148.36 Unrealized +16.4%
CCL Carnival Corp 0.0%
Value ($000) $29 Shares 1,150 Est. Cost $16.93 Unrealized +38.2%
FANG Diamondback Energy Inc 0.0%
Value ($000) $29 Shares 174 Est. Cost $185.12 Unrealized -7.7%
Blackrock Core Bond Trust 0.0%
Value ($000) $28 Shares 2,724 Est. Cost $12.04 Unrealized
VTEB Vanguard Tax Exempt Bd Idx ETF 0.0%
Value ($000) $28 Shares 560 Est. Cost $51.12 Unrealized
ITT Itt Inc 0.0%
Value ($000) $28 Shares 194 Est. Cost $136.13 Unrealized +10.0%
KMI Kinder Morgan Inc 0.0%
Value ($000) $27 Shares 1,000 Est. Cost $19.86 Unrealized +25.3%
AOS Smith A O 0.0%
Value ($000) $27 Shares 400 Est. Cost $80.62 Unrealized -8.1%
BITO ProShares Bitcoin Strategy ETF 0.0%
Value ($000) $27 Shares 1,190 Est. Cost $22.47 Unrealized
Altair Engineering Inc. 0.0%
Value ($000) $27 Shares 247 Est. Cost $101.40 Unrealized
RS Reliance, Inc. 0.0%
Value ($000) $27 Shares 100 Est. Cost $286.37 Unrealized +3.6%
SHYG iShares 0-5 Year High Yield Corp 0.0%
Value ($000) $27 Shares 625 Est. Cost $42.22 Unrealized
COMT iShares GSCI Commodity Dynamic R 0.0%
Value ($000) $26 Shares 1,028 Est. Cost $25.07 Unrealized
FYX First Trust Small Cap AlphaDEX 0.0%
Value ($000) $26 Shares 257 Est. Cost $91.56 Unrealized
WAT Waters Corp 0.0%
Value ($000) $26 Shares 70 Est. Cost $325.56 Unrealized +12.4%
SUSC Ishar Tru Esg Awr Usd 0.0%
Value ($000) $26 Shares 1,142 Est. Cost $23.56 Unrealized
ETR Entergy Corp 0.0%
Value ($000) $26 Shares 340 Est. Cost $63.28 Unrealized +10.5%
ILCG ISHARES MORNINGSTAR GROWTH ETF 0.0%
Value ($000) $26 Shares 286 Est. Cost $75.48 Unrealized
XYZ Block Inc 0.0%
Value ($000) $25 Shares 300 Est. Cost $64.60 Unrealized +27.0%
OGE Oge Energy Corp 0.0%
Value ($000) $25 Shares 600 Est. Cost $38.81 Unrealized +7.3%
GM General Motors CO 0.0%
Value ($000) $25 Shares 464 Est. Cost $44.69 Unrealized +15.8%
WELL Welltower Inc REIT 0.0%
Value ($000) $24 Shares 194 Est. Cost $95.27 Unrealized +35.1%
SHM SPDR Nuveen Bloomberg Barclays 0.0%
Value ($000) $24 Shares 514 Est. Cost $48.14 Unrealized
PEY Invesco High Yield Eq Div ETF 0.0%
Value ($000) $24 Shares 1,142 Est. Cost $21.93 Unrealized
VFC V.F. Corp 0.0%
Value ($000) $24 Shares 1,108 Est. Cost $16.74 Unrealized +21.7%
FTI Technipfmc Plc ADR 0.0%
Value ($000) $23 Shares 805 Est. Cost $28.27 Unrealized 0.0%
NTAP Netapp Inc 0.0%
Value ($000) $23 Shares 200 Est. Cost $121.10 Unrealized -1.6%
WOMN Impact Shares YWCA Women's Emp 0.0%
Value ($000) $23 Shares 600 Est. Cost $38.66 Unrealized
Ansys Inc 0.0%
Value ($000) $22 Shares 64 Est. Cost $318.63 Unrealized
NXPI NXP Semiconductors NV 0.0%
Value ($000) $21 Shares 103 Est. Cost $244.07 Unrealized -8.8%
YUMC Yum China Holdings Inc 0.0%
Value ($000) $21 Shares 443 Est. Cost $38.76 Unrealized +22.3%
EWBC East West Bancorp Inc 0.0%
Value ($000) $21 Shares 220 Est. Cost $77.03 Unrealized +23.1%
LVS Las Vegas Sands Corp 0.0%
Value ($000) $21 Shares 410 Est. Cost $39.88 Unrealized +27.1%
O'Shares Global Internet 0.0%
Value ($000) $21 Shares 457 Est. Cost $36.51 Unrealized
ALGN Align Technology Inc 0.0%
Value ($000) $21 Shares 100 Est. Cost $235.95 Unrealized -5.3%
Blackrock Muniyield NY Quality 0.0%
Value ($000) $21 Shares 2,053 Est. Cost $10.78 Unrealized
DGS WisdomTree Emerging Mkts Small 0.0%
Value ($000) $21 Shares 423 Est. Cost $53.70 Unrealized
AZN Astrazeneca PLC Spons ADR 0.0%
Value ($000) $21 Shares 313 Est. Cost $77.91 Unrealized
VNT Vontier Corp 0.0%
Value ($000) $20 Shares 556 Est. Cost $35.55 Unrealized +3.8%
A Agilent Technologies Inc 0.0%
Value ($000) $20 Shares 150 Est. Cost $135.59 Unrealized +0.2%
PIMCO MUNICIPAL INCOME C 0.0%
Value ($000) $20 Shares 2,200 Est. Cost $9.33 Unrealized
BC Brunswick Corp 0.0%
Value ($000) $19 Shares 300 Est. Cost $74.88 Unrealized +1.5%
SW Smurfit Westrock Ltd 0.0%
Value ($000) $19 Shares 356 Est. Cost $43.84 Unrealized +12.7%
KD Kyndryl Hldgs Inc 0.0%
Value ($000) $19 Shares 551 Est. Cost $19.15 Unrealized +52.0%
HLN Haleon PLC Spon ADR 0.0%
Value ($000) $19 Shares 1,983 Est. Cost $10.58 Unrealized
HMC Honda Motor Co Ltd 0.0%
Value ($000) $19 Shares 650 Est. Cost $30.91 Unrealized
IHI iShares U.S. Medical Devices 0.0%
Value ($000) $19 Shares 318 Est. Cost $53.97 Unrealized
MU Micron Technology Inc 0.0%
Value ($000) $19 Shares 220 Est. Cost $103.98 Unrealized -2.6%
ETSY Etsy, Inc. 0.0%
Value ($000) $19 Shares 350 Est. Cost $67.32 Unrealized -20.8%
DJT Digital World Acquisitio 0.0%
Value ($000) $18 Shares 516 Est. Cost $16.32 Unrealized +94.8%
DAL Delta Air Lines Inc 0.0%
Value ($000) $17 Shares 288 Est. Cost $42.88 Unrealized +36.0%
Barrick Gold Corp ADR 0.0%
Value ($000) $17 Shares 1,066 Est. Cost $19.89 Unrealized
DFSV Dimensional US Small Cap Val E 0.0%
Value ($000) $16 Shares 516 Est. Cost $30.80 Unrealized
Walgreens Boots Alli 0.0%
Value ($000) $15 Shares 1,660 Est. Cost $10.61 Unrealized
OGN Organon & Co 0.0%
Value ($000) $15 Shares 1,038 Est. Cost $19.43 Unrealized -19.0%
EWD iShares MSCI Sweden Index 0.0%
Value ($000) $15 Shares 414 Est. Cost $43.41 Unrealized
TD Toronto Dominion Bank 0.0%
Value ($000) $15 Shares 284 Est. Cost $59.11 Unrealized -5.1%
ROKU Roku Inc 0.0%
Value ($000) $15 Shares 200 Est. Cost $64.08 Unrealized +18.3%
Z Zillow Group Inc Cl C 0.0%
Value ($000) $15 Shares 200 Est. Cost $53.70 Unrealized +33.1%
VALU Value Line, Inc. 0.0%
Value ($000) $15 Shares 280 Est. Cost $44.01 Unrealized +15.7%
IQDG Wisdometree Intl Qulty Div ETF 0.0%
Value ($000) $15 Shares 429 Est. Cost $39.15 Unrealized
RWO SPDR Dow Jones Global Real Est 0.0%
Value ($000) $15 Shares 342 Est. Cost $47.51 Unrealized
OLED Universal Display Co 0.0%
Value ($000) $15 Shares 100 Est. Cost $161.47 Unrealized +8.6%
ARTY ISHARES FUTURE AI AND TECH ETF 0.0%
Value ($000) $14 Shares 387 Est. Cost $33.09 Unrealized
NBIX Neurocrine Biosciences Inc 0.0%
Value ($000) $14 Shares 105 Est. Cost $137.09 Unrealized -9.8%
BIP Brookfield Infrastructure Part 0.0%
Value ($000) $14 Shares 450 Est. Cost $35.09 Unrealized
CASY Casey's General Stores Inc 0.0%
Value ($000) $14 Shares 35 Est. Cost $371.29 Unrealized +7.9%
INGR Ingredion Inc 0.0%
Value ($000) $14 Shares 100 Est. Cost $127.20 Unrealized +10.7%
Nuveen New York Amt-Free Quali 0.0%
Value ($000) $14 Shares 1,306 Est. Cost $11.20 Unrealized
FISI Financial Instns Inc 0.0%
Value ($000) $14 Shares 500 Est. Cost $22.38 Unrealized +11.5%
EMB iShares J.P. Morgan USD Emerging 0.0%
Value ($000) $14 Shares 153 Est. Cost $89.57 Unrealized
CG The Carlyle Group Inc. 0.0%
Value ($000) $13 Shares 266 Est. Cost $30.71 Unrealized +59.2%
Petrochina Co 'H'CNY1 0.0%
Value ($000) $13 Shares 17,000 Est. Cost $0.66 Unrealized
BOTZ GLOBAL X ROBOTICS ARTFCLINTLGNC ETF 0.0%
Value ($000) $13 Shares 414 Est. Cost $30.74 Unrealized
MGV Vanguard Mega Cap Value 0.0%
Value ($000) $13 Shares 105 Est. Cost $109.37 Unrealized
VTRS Viatris Inc 0.0%
Value ($000) $13 Shares 1,049 Est. Cost $8.69 Unrealized +33.9%
STLA Stellantis N.V ADR 0.0%
Value ($000) $13 Shares 1,000 Est. Cost $13.05 Unrealized
SYF Synchrony Financial 0.0%
Value ($000) $13 Shares 200 Est. Cost $30.33 Unrealized +98.0%
DNP Select Income Fund Inc 0.0%
Value ($000) $13 Shares 1,468 Est. Cost $8.48 Unrealized
Nuveen Municipal Value Fund 0.0%
Value ($000) $13 Shares 1,500 Est. Cost $9.02 Unrealized
O'Shares FTSE U.S. Quality Divid 0.0%
Value ($000) $13 Shares 242 Est. Cost $46.09 Unrealized
KR Kroger CO 0.0%
Value ($000) $13 Shares 210 Est. Cost $52.14 Unrealized +10.0%
IYK iShares DJ US Consumer Goods 0.0%
Value ($000) $13 Shares 195 Est. Cost $108.99 Unrealized
DRI Darden Restaurants Inc 0.0%
Value ($000) $13 Shares 68 Est. Cost $145.50 Unrealized +11.8%
EWT iShares MSCI Taiwan ETF 0.0%
Value ($000) $13 Shares 244 Est. Cost $53.87 Unrealized
JCI Johnson Controls International 0.0%
Value ($000) $12 Shares 152 Est. Cost $68.96 Unrealized +14.9%
KVUE Kenvue Inc 0.0%
Value ($000) $12 Shares 558 Est. Cost $19.64 Unrealized +10.4%
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) $11 Shares 153 Est. Cost $80.66 Unrealized
WHR Whirlpool Corporation 0.0%
Value ($000) $11 Shares 100 Est. Cost $100.51 Unrealized +9.8%
DG Dollar General Corp 0.0%
Value ($000) $11 Shares 150 Est. Cost $76.78 Unrealized 0.0%
IDA Idacorp Inc 0.0%
Value ($000) $11 Shares 100 Est. Cost $99.87 Unrealized +10.0%
NGG National Grid PLC ADR 0.0%
Value ($000) $11 Shares 182 Est. Cost $69.67 Unrealized
Invesco Muni Income Opp Trust 0.0%
Value ($000) $11 Shares 1,824 Est. Cost $6.86 Unrealized
NTRS Northern Tr Corp 0.0%
Value ($000) $10 Shares 100 Est. Cost $84.00 Unrealized +17.9%
OMC Omnicom Group 0.0%
Value ($000) $10 Shares 119 Est. Cost $91.91 Unrealized +3.2%
WPM Wheaton Precious Metals Corp 0.0%
Value ($000) $10 Shares 181 Est. Cost $61.60 Unrealized 0.0%
CHMG Chemung Finl Crp 0.0%
Value ($000) $10 Shares 200 Est. Cost $45.03 Unrealized +7.6%
Invesco California Value Muni 0.0%
Value ($000) $10 Shares 874 Est. Cost $10.89 Unrealized
FTNT Fortinet Inc 0.0%
Value ($000) $9 Shares 100 Est. Cost $68.31 Unrealized +30.2%
PTLO PORTILLOS INC CLASS A 0.0%
Value ($000) $9 Shares 1,000 Est. Cost $15.45 Unrealized -26.0%
EWL iShares MSCI Switzerland Index 0.0%
Value ($000) $9 Shares 200 Est. Cost $52.10 Unrealized
NTES Netease Inc Spons ADR 0.0%
Value ($000) $9 Shares 103 Est. Cost $93.51 Unrealized
ELVA Electrovaya Inc New 0.0%
Value ($000) $9 Shares 3,696 Est. Cost $2.25 Unrealized +3.9%
NOV NOV Inc 0.0%
Value ($000) $9 Shares 626 Est. Cost $17.75 Unrealized -12.0%
SCHE Schwab Emerging Markets 0.0%
Value ($000) $9 Shares 342 Est. Cost $29.15 Unrealized
ENOR iShares MSCI Norway Capped 0.0%
Value ($000) $9 Shares 405 Est. Cost $24.49 Unrealized
EFNL iShares MSCI Finland Capped 0.0%
Value ($000) $9 Shares 276 Est. Cost $37.88 Unrealized
Pimco Dynamic Income Cf 0.0%
Value ($000) $9 Shares 487 Est. Cost $17.95 Unrealized
SRE Sempra 0.0%
Value ($000) $9 Shares 100 Est. Cost $66.74 Unrealized +26.3%
WAL Western Alliance Bancorporation 0.0%
Value ($000) $9 Shares 104 Est. Cost $48.09 Unrealized +78.3%
WEC Wec Energy Group Inc 0.0%
Value ($000) $8 Shares 90 Est. Cost $84.61 Unrealized +10.3%
CC The Chemours Company 0.0%
Value ($000) $8 Shares 500 Est. Cost $24.90 Unrealized -25.2%
SOLV Solventum Corp 0.0%
Value ($000) $8 Shares 126 Est. Cost $60.23 Unrealized +16.2%
LOGI Logitech International S.A. 0.0%
Value ($000) $8 Shares 100 Est. Cost $86.47 Unrealized -5.5%
PSA Public Storage Inc REIT 0.0%
Value ($000) $8 Shares 27 Est. Cost $306.57 Unrealized +3.1%
Wolfspeed Inc 0.0%
Value ($000) $8 Shares 1,200 Est. Cost $6.66 Unrealized
EWY iShares MSCI South Korea Index 0.0%
Value ($000) $8 Shares 157 Est. Cost $63.96 Unrealized
DLS Wisdomtree Intl Smcap Div ETF 0.0%
Value ($000) $8 Shares 125 Est. Cost $62.95 Unrealized
GPK Graphic Packaging Holding Compan 0.0%
Value ($000) $7 Shares 269 Est. Cost $22.41 Unrealized +29.1%
ZG Zillow Group Inc 0.0%
Value ($000) $7 Shares 100 Est. Cost $52.05 Unrealized +32.4%
PAWZ Proshares Trust Pet Care ETF 0.0%
Value ($000) $7 Shares 130 Est. Cost $59.65 Unrealized
DFIC Dimensional Intl Core Equity E 0.0%
Value ($000) $7 Shares 272 Est. Cost $28.14 Unrealized
AEP American Elec Pwr Inc 0.0%
Value ($000) $7 Shares 75 Est. Cost $93.04 Unrealized +0.1%
SPDR Bloomberg Barclays High Yie 0.0%
Value ($000) $7 Shares 72 Est. Cost $94.73 Unrealized
OPPE WisdomTree Europe Hedged Small 0.0%
Value ($000) $7 Shares 178 Est. Cost $38.99 Unrealized
TAN Invesco Solar ETF 0.0%
Value ($000) $7 Shares 205 Est. Cost $43.11 Unrealized
EWJ Ishares Msci Japan ETF 0.0%
Value ($000) $7 Shares 100 Est. Cost $71.54 Unrealized
RIVN Rivian Automotive, Inc. 0.0%
Value ($000) $7 Shares 500 Est. Cost $14.71 Unrealized -21.8%
Eaton Vance Tax Man Gl D 0.0%
Value ($000) $7 Shares 800 Est. Cost $7.72 Unrealized
XPCKX PIMCO California Municipal Inc 0.0%
Value ($000) $6 Shares 1,131 Est. Cost $6.28 Unrealized
TMP Tompkins Financial Corporation 0.0%
Value ($000) $6 Shares 95 Est. Cost $53.79 Unrealized +22.6%
EDEN iShares MSCI Denmark ETF 0.0%
Value ($000) $6 Shares 60 Est. Cost $127.02 Unrealized
GT GOODYEAR TIRE & RUBR CO 0.0%
Value ($000) $6 Shares 705 Est. Cost $13.29 Unrealized -31.3%
VWDRY Vestas Wind Sys As Utd 0.0%
Value ($000) $6 Shares 1,350 Est. Cost $10.49 Unrealized
MTN Vail Resorts Inc 0.0%
Value ($000) $6 Shares 31 Est. Cost $185.39 Unrealized -3.5%
TTWO Take Two Interactv 0.0%
Value ($000) $6 Shares 32 Est. Cost $149.20 Unrealized +16.2%
SIRI Siriusxm Holdings Inc 0.0%
Value ($000) $6 Shares 250 Est. Cost $25.50 Unrealized 0.0%
WEN Wendy's International Inc. 0.0%
Value ($000) $6 Shares 344 Est. Cost $19.18 Unrealized -4.8%
ARE Alexandria Real Estate Equitie 0.0%
Value ($000) $5 Shares 56 Est. Cost $109.24 Unrealized -7.0%
SCE Trust II Trust Preferred 0.0%
Value ($000) $5 Shares 275 Est. Cost $20.61 Unrealized
OXY/WS Occidental Pete Corp Wt Exp 08 0.0%
Value ($000) $5 Shares 193 Est. Cost $29.72 Unrealized
SPH Suburban Propane Partners LP 0.0%
Value ($000) $5 Shares 300 Est. Cost $17.94 Unrealized
NCLH Norwegian Cruise Line Holdings 0.0%
Value ($000) $5 Shares 200 Est. Cost $18.16 Unrealized +39.2%
ETHE Grayscale Ethereum Trust ETF 0.0%
Value ($000) $5 Shares 180 Est. Cost $28.02 Unrealized
QSR Restaurant Brands 0.0%
Value ($000) $5 Shares 76 Est. Cost $69.56 Unrealized -0.3%
ALC Alcon Inc ORD Shs 0.0%
Value ($000) $5 Shares 58 Est. Cost $93.34 Unrealized -3.7%
DFIS Dimensional Intl Small Cap E E 0.0%
Value ($000) $5 Shares 199 Est. Cost $24.55 Unrealized
Lexington Realty C PFD Series C 0.0%
Value ($000) $5 Shares 100 Est. Cost $48.37 Unrealized
VEEV Veeva Sys Inc 0.0%
Value ($000) $5 Shares 22 Est. Cost $197.66 Unrealized +11.3%
LW Lamb Weston Holdings Inc 0.0%
Value ($000) $4 Shares 66 Est. Cost $63.91 Unrealized +13.6%
FBTC Fidelity Wise Origin Bitcoin F 0.0%
Value ($000) $4 Shares 54 Est. Cost $81.57 Unrealized
AVB Avalonbay Communities Inc REIT 0.0%
Value ($000) $4 Shares 20 Est. Cost $205.33 Unrealized +5.3%
New York Cmnty Banco 0.0%
Value ($000) $4 Shares 466 Est. Cost $8.23 Unrealized
MC Moelis & Company 0.0%
Value ($000) $4 Shares 58 Est. Cost $43.07 Unrealized +59.3%
SHOP Shopify Inc. 0.0%
Value ($000) $4 Shares 40 Est. Cost $63.86 Unrealized +52.3%
SUSB Ishares Esg Awr 1-5 Y 0.0%
Value ($000) $4 Shares 166 Est. Cost $25.16 Unrealized
Viacomcbs Inc 0.0%
Value ($000) $4 Shares 381 Est. Cost $14.66 Unrealized
NEM Newmont Mining Corp. 0.0%
Value ($000) $4 Shares 105 Est. Cost $36.81 Unrealized +21.3%
DUHP Dimensional US High Profitab E 0.0%
Value ($000) $4 Shares 113 Est. Cost $34.07 Unrealized
MFC Manulife Finl Corp ADR 0.0%
Value ($000) $4 Shares 118 Est. Cost $26.86 Unrealized +15.3%
ERIC Telefonaktiebolaget LM Ericsson 0.0%
Value ($000) $4 Shares 437 Est. Cost $6.30 Unrealized
VIK Viking Holdings Ltd 0.0%
Value ($000) $3 Shares 75 Est. Cost $34.22 Unrealized +24.0%
DVN Devon Energy Corporation 0.0%
Value ($000) $3 Shares 100 Est. Cost $41.80 Unrealized -12.8%
LVMUY Lvmh Moet Hennessy Lou 0.0%
Value ($000) $3 Shares 25 Est. Cost $162.44 Unrealized
AOM iShares Core Moderate Allocation 0.0%
Value ($000) $3 Shares 75 Est. Cost $41.51 Unrealized
DELL Dell Technologies Inc Cl C 0.0%
Value ($000) $3 Shares 28 Est. Cost $113.89 Unrealized +8.1%
LYFT Lyft Inc 0.0%
Value ($000) $3 Shares 250 Est. Cost $11.64 Unrealized +27.3%
AIG American International Group 0.0%
Value ($000) $3 Shares 44 Est. Cost $72.24 Unrealized +1.4%
NNOX Nano X Imaging Ltd 0.0%
Value ($000) $3 Shares 400 Est. Cost $7.10 Unrealized -9.8%
SCHB Schwab US Broad Market 0.0%
Value ($000) $3 Shares 126 Est. Cost $33.96 Unrealized
CAG Conagra Brands Inc 0.0%
Value ($000) $3 Shares 103 Est. Cost $28.24 Unrealized -6.3%
ILMN Illumina Inc 0.0%
Value ($000) $3 Shares 20 Est. Cost $123.37 Unrealized +15.4%
VRTS Virtus Investment Partners, Inc. 0.0%
Value ($000) $3 Shares 12 Est. Cost $179.86 Unrealized +18.1%
BROS Dutch Bros Inc 0.0%
Value ($000) $3 Shares 50 Est. Cost $27.24 Unrealized +62.0%
LUV Southwest Airlines Co. 0.0%
Value ($000) $2 Shares 70 Est. Cost $28.05 Unrealized +10.7%
GIGB Gldmn Schs Acs Inv Grd 0.0%
Value ($000) $2 Shares 52 Est. Cost $45.25 Unrealized
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
Revelyst Inc 0.0%
Value ($000) $2 Shares 100 Est. Cost $19.23 Unrealized
Synovus Financial Corp. 0.0%
Value ($000) $2 Shares 37 Est. Cost $44.19 Unrealized
IXC iShares Global Energy 0.0%
Value ($000) $2 Shares 46 Est. Cost $42.23 Unrealized
IEP Icahn Enterprise LP 0.0%
Value ($000) $2 Shares 200 Est. Cost $13.52 Unrealized
JBLU JetBlue Airways Corporation 0.0%
Value ($000) $2 Shares 215 Est. Cost $6.25 Unrealized +8.5%
UA Under Armour Inc 0.0%
Value ($000) $1 Shares 185 Est. Cost $8.04 Unrealized +3.7%
QCLN FirstTrust NASDAQ Clean Edge Gre 0.0%
Value ($000) $1 Shares 35 Est. Cost $42.17 Unrealized
NXDR Nextdoor Hldgs Inc 0.0%
Value ($000) $1 Shares 500 Est. Cost $1.76 Unrealized +40.6%
SNAP Snap Inc. 0.0%
Value ($000) $1 Shares 100 Est. Cost $12.26 Unrealized -8.1%
AVA Avista Corp 0.0%
Value ($000) $1 Shares 29 Est. Cost $35.26 Unrealized +0.5%
BIZD VanEck BDC Income ETF 0.0%
Value ($000) $1 Shares 59 Est. Cost $16.25 Unrealized
LIT Global X Lithium Battery 0.0%
Value ($000) $1 Shares 24 Est. Cost $50.94 Unrealized
MARA Marathon Digital Hldgs I 0.0%
Value ($000) $1 Shares 57 Est. Cost $18.12 Unrealized +11.6%
GGB Gerdau S.A. 0.0%
Value ($000) $1 Shares 314 Est. Cost $4.59 Unrealized
IHG Intercontinental Hotels Group 0.0%
Value ($000) $1 Shares 7 Est. Cost $110.43 Unrealized
SVZRF Svitzer Group A S Ord 0.0%
Value ($000) $1 Shares 30 Est. Cost $41.83 Unrealized
MUX McEwen Mining Inc 0.0%
Value ($000) $1 Shares 100 Est. Cost $9.23 Unrealized -2.1%
FLG Flagstar Financial, Inc. 0.0%
Value ($000) $1 Shares 83 Est. Cost $10.86 Unrealized 0.0%
Ouster Inc 0.0%
Value ($000) $1 Shares 50 Est. Cost $7.68 Unrealized
ETH Grayscale Ethereum Mini Trust ET 0.0%
Value ($000) $1 Shares 18 Est. Cost $31.50 Unrealized
iCAD, Inc. 0.0%
Value ($000) $1 Shares 302 Est. Cost $1.77 Unrealized
SSRM SSR Mining Inc. 0.0%
Value ($000) $1 Shares 75 Est. Cost $6.22 Unrealized 0.0%
SDZNY Sandoz Group Ag 0.0%
Value ($000) $0 Shares 11 Est. Cost $32.00 Unrealized
VALE Vale Sa 0.0%
Value ($000) $0 Shares 50 Est. Cost $8.88 Unrealized
UAA Under Armour, Inc. 0.0%
Value ($000) $0 Shares 50 Est. Cost $7.69 Unrealized +18.8%
SONO Sonos, Inc. 0.0%
Value ($000) $0 Shares 25 Est. Cost $13.46 Unrealized 0.0%
Greenpower Motor Co 0.0%
Value ($000) $0 Shares 356 Est. Cost $3.13 Unrealized
BCE BCE Inc. 0.0%
Value ($000) $0 Shares 10 Est. Cost $26.15 Unrealized 0.0%
SIRIUS XM Radio Inc. 0.0%
Value ($000) $0 Shares 10 Est. Cost $22.80 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 PLUG PWR INC 0.0%
Value ($000) $0 Shares 50 Est. Cost $2.18 Unrealized 0.0%
KLG WK Kellogg Co 0.0%
Value ($000) $0 Shares 5 Est. Cost $13.13 Unrealized
DOCU Docusign Inc 0.0%
Value ($000) $0 Shares 1 Est. Cost $56.04 Unrealized +42.5%
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
CRSP Crispr Therapeutic 0.0%
Value ($000) $0 Shares 2 Est. Cost $50.74 Unrealized -6.9%
LMFA L M Funding America Inc 0.0%
Value ($000) $0 Shares 34 Est. Cost $3.29 Unrealized -16.3%
VWOB Vanguard Emerging Markt 0.0%
Value ($000) $0 Shares 1 Est. Cost $64.00 Unrealized
GII SPDR S&P Global Infrastructure E 0.0%
Value ($000) $0 Shares 1 Est. Cost $53.00 Unrealized
GRAL Grail Inc 0.0%
Value ($000) $0 Shares 3 Est. Cost $15.16 Unrealized +7.2%
ACB Aurora Cannabis Inc 0.0%
Value ($000) $0 Shares 11 Est. Cost $5.92 Unrealized -17.2%
Mind Medicine Mindmed Inc 0.0%
Value ($000) $0 Shares 6 Est. Cost $5.67 Unrealized
OCGN Ocugen, Inc. 0.0%
Value ($000) $0 Shares 50 Est. Cost $0.92 Unrealized 0.0%
FNDC Schwab Fundamental Intl 0.0%
Value ($000) $0 Shares 1 Est. Cost $35.00 Unrealized
NOK Nokia Corp Sponsored ADR 0.0%
Value ($000) $0 Shares 3 Est. Cost $4.33 Unrealized
LADX Ladrx Corp 0.0%
Value ($000) $0 Shares 1 Est. Cost $1.29 Unrealized +11.6%
HCWC Healthy Choice Wellness 0.0%
Value ($000) $0 Shares 2 Est. Cost $3.15 Unrealized -47.8%
Medclean Tech Inc Xxx 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
HMNY Helios & Matheson Analyt 0.0%
Value ($000) $0 Shares 15,000 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%
HMBL HUMBL, Inc. 0.0%
Value ($000) $0 Shares 125 Est. Cost $0.00 Unrealized 0.0%
TCEC TransCoastal Corporation 0.0%
Value ($000) $0 Shares 243,486 Est. Cost $0.00 Unrealized 0.0%
HCMC Healthier Choices Manage 0.0%
Value ($000) $0 Shares 500,000 Est. Cost $0.00 Unrealized -4.7%
Healthier Choices Mgmt C 0.0%
Value ($000) $0 Shares 7 Est. Cost Unrealized
Sunpower Corp 0.0%
Value ($000) $0 Shares 6 Est. Cost $4.83 Unrealized
Hereuare Inc 0.0%
Value ($000) $0 Shares 7 Est. Cost Unrealized
Savient Pharmaceuticaxxx 0.0%
Value ($000) $0 Shares 500 Est. Cost Unrealized
Nugenerex Immuno-Oncoxxx 0.0%
Value ($000) $0 Shares 42 Est. Cost Unrealized
PREDQ Predictive Technology Group, Inc 0.0%
Value ($000) $0 Shares 5 Est. Cost $0.00 Unrealized +61.2%
Nugenerex Immuno-Oncolog 0.0%
Value ($000) $0 Shares 67 Est. Cost Unrealized
Generex Biotech Corp Xxx 0.0%
Value ($000) $0 Shares 235 Est. Cost Unrealized
FLWPF Flowr Corp New 0.0%
Value ($000) $0 Shares 100 Est. Cost $0.00 Unrealized 0.0%