NBT BANK N A /NY Diversified Active

CIK: 0000898413 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: Apr 17, 2025

Total Value ($000): $1,384,412 (100.0% shares, 0.0% debt)

Holdings (830)

MSFT Microsoft Corp 5.7%
Value ($000) $79,073 Shares 210,643 Est. Cost $209.24 Unrealized +93.6%
AAPL Apple Inc 4.7%
Value ($000) $64,972 Shares 292,493 Est. Cost $121.50 Unrealized +89.9%
GUNR FlexShares Mstar Glbl Upstrm N 2.8%
Value ($000) $39,071 Shares 1,006,728 Est. Cost $32.59 Unrealized
JPM JP Morgan Chase & CO 2.4%
Value ($000) $33,559 Shares 136,810 Est. Cost $76.81 Unrealized +226.7%
EFG iShares MSCI EAFE Growth 1.9%
Value ($000) $26,496 Shares 264,964 Est. Cost $84.22 Unrealized
GOOGL Alphabet Inc Cl A 1.8%
Value ($000) $25,012 Shares 161,739 Est. Cost $125.41 Unrealized +44.1%
GOOG Alphabet Inc Cl C 1.8%
Value ($000) $24,256 Shares 155,261 Est. Cost $120.37 Unrealized +51.6%
LOW Lowes Companies Inc 1.6%
Value ($000) $22,684 Shares 97,262 Est. Cost $118.00 Unrealized +105.1%
PG Procter & Gamble CO 1.6%
Value ($000) $22,616 Shares 132,707 Est. Cost $98.45 Unrealized +66.5%
XOM Exxon Mobil Corporation 1.5%
Value ($000) $20,754 Shares 174,508 Est. Cost $66.17 Unrealized +62.0%
MCD Mc Donalds Corp 1.5%
Value ($000) $20,708 Shares 66,292 Est. Cost $151.29 Unrealized +93.6%
TT Trane Technologies Plc ADR 1.5%
Value ($000) $20,283 Shares 60,201 Est. Cost $195.76 Unrealized +83.4%
BRK/B Berkshire Hathaway Inc. 1.5%
Value ($000) $20,281 Shares 38,080 Est. Cost $287.46 Unrealized +69.1%
JNJ Johnson & Johnson 1.4%
Value ($000) $19,067 Shares 114,970 Est. Cost $96.37 Unrealized +58.2%
AMZN Amazon.Com Inc 1.3%
Value ($000) $18,586 Shares 97,687 Est. Cost $137.18 Unrealized +58.2%
VTV Vanguard Value ETF 1.2%
Value ($000) $16,827 Shares 97,411 Est. Cost $157.43 Unrealized
IUSG Ishares Core S&P US 1.2%
Value ($000) $16,687 Shares 131,311 Est. Cost $111.66 Unrealized
VTI Vanguard Total Stock Market 1.1%
Value ($000) $15,793 Shares 57,462 Est. Cost $251.78 Unrealized
DE Deere & CO 1.1%
Value ($000) $15,463 Shares 32,945 Est. Cost $271.73 Unrealized +69.8%
ABT Abbott Laboratories 1.1%
Value ($000) $14,645 Shares 110,401 Est. Cost $64.67 Unrealized +94.0%
CVX Chevron Corp. 1.1%
Value ($000) $14,590 Shares 87,211 Est. Cost $94.37 Unrealized +59.5%
COST Costco Wholesale Corp 1.1%
Value ($000) $14,576 Shares 15,412 Est. Cost $478.02 Unrealized +103.0%
IGSB iShares Short-Term Corporate Bon 1.0%
Value ($000) $13,288 Shares 253,736 Est. Cost $50.34 Unrealized
ADP Auto Data Processing 0.9%
Value ($000) $12,959 Shares 42,416 Est. Cost $144.11 Unrealized +105.0%
PEP Pepsico Inc 0.9%
Value ($000) $12,022 Shares 80,178 Est. Cost $98.38 Unrealized +45.8%
NBTB NBT Bancorp Inc 0.9%
Value ($000) $11,843 Shares 276,053 Est. Cost $32.07 Unrealized +44.1%
WMT Wal Mart Inc 0.8%
Value ($000) $11,624 Shares 132,410 Est. Cost $52.62 Unrealized +76.6%
RTX Raytheon Technologies Co 0.8%
Value ($000) $11,485 Shares 86,702 Est. Cost $64.98 Unrealized +92.0%
SDY SPDR S&P Dividend ETF 0.8%
Value ($000) $11,179 Shares 82,392 Est. Cost $75.46 Unrealized
ABBV Abbvie Inc 0.8%
Value ($000) $11,153 Shares 53,232 Est. Cost $79.29 Unrealized +138.9%
IBM Intl Business Machines Corp. 0.8%
Value ($000) $10,819 Shares 43,511 Est. Cost $122.85 Unrealized +94.9%
STIP iShares 0-5 Year TIPS Bond ETF 0.8%
Value ($000) $10,520 Shares 101,673 Est. Cost $100.20 Unrealized
CSCO Cisco Systems Inc 0.7%
Value ($000) $10,326 Shares 167,331 Est. Cost $29.82 Unrealized +101.5%
CAT Caterpillar Inc 0.7%
Value ($000) $10,253 Shares 31,087 Est. Cost $195.53 Unrealized +80.0%
SPGI S&P Global Inc 0.7%
Value ($000) $9,865 Shares 19,416 Est. Cost $404.63 Unrealized +25.4%
MDY Midcap SPDR Trust Series 1 0.7%
Value ($000) $9,312 Shares 17,455 Est. Cost $232.99 Unrealized
UNH Unitedhealth Group Inc 0.7%
Value ($000) $9,063 Shares 17,305 Est. Cost $270.99 Unrealized +84.3%
DHR Danaher Corp 0.7%
Value ($000) $9,007 Shares 43,935 Est. Cost $126.46 Unrealized +71.6%
UNP Union Pac Corp 0.6%
Value ($000) $8,883 Shares 37,601 Est. Cost $83.32 Unrealized +182.7%
VCSH Vanguard Short Term Corp Bond 0.6%
Value ($000) $8,863 Shares 112,280 Est. Cost $77.13 Unrealized
SPY SPDR S&P 500 ETF Trust 0.6%
Value ($000) $8,761 Shares 15,662 Est. Cost $215.87 Unrealized
MRK Merck & CO Inc 0.6%
Value ($000) $8,743 Shares 97,400 Est. Cost $63.87 Unrealized +41.1%
LLY Lilly Eli & CO 0.6%
Value ($000) $8,605 Shares 10,419 Est. Cost $253.54 Unrealized +226.1%
TJX TJX Cos Inc 0.6%
Value ($000) $8,387 Shares 68,858 Est. Cost $41.31 Unrealized +190.7%
AGG Ishares Core Total U.S. Aggreg 0.6%
Value ($000) $7,984 Shares 80,716 Est. Cost $99.48 Unrealized
GWW Grainger W W Inc 0.6%
Value ($000) $7,982 Shares 8,080 Est. Cost $556.66 Unrealized +84.3%
SCHD Schwab US Dividend 0.6%
Value ($000) $7,929 Shares 283,566 Est. Cost $37.18 Unrealized
VOO Vanguard S&P 500 ETF 0.6%
Value ($000) $7,890 Shares 15,353 Est. Cost $436.58 Unrealized
NVDA Nvidia Corp 0.6%
Value ($000) $7,736 Shares 71,375 Est. Cost $94.16 Unrealized +34.6%
SHY Ishares 1-3 Year Treasury ETF 0.5%
Value ($000) $7,340 Shares 88,723 Est. Cost $81.89 Unrealized
ORCL Oracle Corp. 0.5%
Value ($000) $7,252 Shares 51,872 Est. Cost $52.92 Unrealized +205.3%
NFRA FlexShares STOXX Glbl Brd Infr 0.5%
Value ($000) $7,145 Shares 123,960 Est. Cost $52.76 Unrealized
IWM iShares Russell 2000 0.5%
Value ($000) $7,097 Shares 35,576 Est. Cost $113.82 Unrealized
IEFA Ishares Core Msci Eafe ETF 0.5%
Value ($000) $6,707 Shares 88,655 Est. Cost $60.52 Unrealized
KO Coca Cola CO 0.5%
Value ($000) $6,581 Shares 91,892 Est. Cost $44.09 Unrealized +47.4%
NEE Nextera Energy Inc 0.5%
Value ($000) $6,413 Shares 90,461 Est. Cost $60.28 Unrealized +13.9%
EFA Ishares Msci Eafe ETF 0.5%
Value ($000) $6,348 Shares 77,670 Est. Cost $62.71 Unrealized
MRSH Marsh & Mc Lennan Co 0.4%
Value ($000) $6,175 Shares 25,305 Est. Cost $181.23 Unrealized +23.2%
HON Honeywell International Inc 0.4%
Value ($000) $6,155 Shares 29,066 Est. Cost $95.84 Unrealized +107.0%
V Visa Inc Cl A 0.4%
Value ($000) $6,034 Shares 17,217 Est. Cost $157.42 Unrealized +113.6%
DIS Disney Walt CO New 0.4%
Value ($000) $5,999 Shares 60,783 Est. Cost $69.43 Unrealized +53.1%
HYG Ishares Iboxx High Yield 0.4%
Value ($000) $5,931 Shares 75,179 Est. Cost $79.22 Unrealized
VBR Vanguard Small Cap Value ETF 0.4%
Value ($000) $5,742 Shares 30,824 Est. Cost $186.14 Unrealized
IJT Ishares S&P Smallcap/600 Growt 0.4%
Value ($000) $5,734 Shares 46,057 Est. Cost $128.41 Unrealized
HD Home Depot Inc 0.4%
Value ($000) $5,690 Shares 15,526 Est. Cost $196.18 Unrealized +94.1%
IXUS IShares Core MSCI Total Intl S 0.4%
Value ($000) $5,668 Shares 81,187 Est. Cost $66.52 Unrealized
NYF Ishares New York Muni Bond ETF 0.4%
Value ($000) $5,594 Shares 106,240 Est. Cost $53.01 Unrealized
AOR iShares Core Growth ETF 0.4%
Value ($000) $5,580 Shares 96,917 Est. Cost $54.45 Unrealized
TLT iShares 20 Year Treasury Bond 0.4%
Value ($000) $5,522 Shares 60,658 Est. Cost $96.30 Unrealized
ANGL Vaneck Faln Angl Hy Bnd 0.4%
Value ($000) $5,364 Shares 185,858 Est. Cost $29.04 Unrealized
QCOM Qualcomm Inc 0.4%
Value ($000) $5,238 Shares 34,097 Est. Cost $47.07 Unrealized +239.2%
GS Goldman Sachs Group Inc 0.4%
Value ($000) $5,077 Shares 9,293 Est. Cost $221.16 Unrealized +167.1%
TMO Thermo Fisher Scientific Inc 0.4%
Value ($000) $5,048 Shares 10,144 Est. Cost $510.91 Unrealized +5.7%
PM Philip Morris International 0.4%
Value ($000) $4,959 Shares 31,239 Est. Cost $51.40 Unrealized +166.5%
META Meta Platforms Inc 0.4%
Value ($000) $4,852 Shares 8,419 Est. Cost $187.10 Unrealized +243.8%
PANW Palo Alto Networks 0.3%
Value ($000) $4,761 Shares 27,902 Est. Cost $158.62 Unrealized +16.6%
GD General Dynamics Corp 0.3%
Value ($000) $4,755 Shares 17,443 Est. Cost $224.44 Unrealized +14.0%
BMY Bristol Myers Squibb CO 0.3%
Value ($000) $4,729 Shares 77,530 Est. Cost $35.44 Unrealized +56.5%
PFE Pfizer Inc 0.3%
Value ($000) $4,697 Shares 185,347 Est. Cost $20.51 Unrealized +20.5%
AXP American Express CO 0.3%
Value ($000) $4,673 Shares 17,369 Est. Cost $140.85 Unrealized +107.6%
IR Ingersoll Rand Inc 0.3%
Value ($000) $4,672 Shares 58,384 Est. Cost $66.42 Unrealized +31.0%
IVV iShares Core S&P 500 0.3%
Value ($000) $4,572 Shares 8,136 Est. Cost $478.71 Unrealized
SCHF Schwab International 0.3%
Value ($000) $4,309 Shares 217,845 Est. Cost $26.45 Unrealized
LMT Lockheed Martin Corp 0.3%
Value ($000) $4,294 Shares 9,613 Est. Cost $155.28 Unrealized +188.7%
VZ Verizon Communications 0.3%
Value ($000) $4,113 Shares 90,664 Est. Cost $28.77 Unrealized +37.6%
BRK/A Berkshire Hathaway Inc Class A 0.3%
Value ($000) $3,992 Shares 5 Est. Cost $538988.94 Unrealized +35.3%
MDLZ Mondelez International Inc 0.3%
Value ($000) $3,990 Shares 58,805 Est. Cost $53.08 Unrealized +12.6%
LIN Linde PLC 0.3%
Value ($000) $3,979 Shares 8,546 Est. Cost $333.22 Unrealized +33.4%
CRM Salesforce Inc 0.3%
Value ($000) $3,854 Shares 14,362 Est. Cost $160.29 Unrealized +92.8%
IJH iShares Core S&P Mid-Cap 0.3%
Value ($000) $3,822 Shares 65,502 Est. Cost $79.51 Unrealized
CARR Carrier Global Corp 0.3%
Value ($000) $3,801 Shares 59,949 Est. Cost $36.20 Unrealized +81.7%
EEM Ishares Msci Emerging Mkt ETF 0.3%
Value ($000) $3,704 Shares 84,764 Est. Cost $39.86 Unrealized
T AT&T Inc 0.3%
Value ($000) $3,660 Shares 129,428 Est. Cost $13.71 Unrealized +77.7%
IBB Ishares Nasdaq Biotech ETF 0.3%
Value ($000) $3,618 Shares 28,291 Est. Cost $128.97 Unrealized
ETN Eaton Corp PLC 0.3%
Value ($000) $3,598 Shares 13,237 Est. Cost $127.25 Unrealized +142.5%
NFLX Netflix Inc 0.3%
Value ($000) $3,587 Shares 3,847 Est. Cost $52.98 Unrealized +79.5%
MA Mastercard Inc Cl A 0.3%
Value ($000) $3,586 Shares 6,542 Est. Cost $374.05 Unrealized +44.9%
XLB Materials Select SPDR Fund 0.3%
Value ($000) $3,561 Shares 41,419 Est. Cost $61.89 Unrealized
XLK Technology Select Sect SPDR 0.3%
Value ($000) $3,554 Shares 17,210 Est. Cost $73.83 Unrealized
DON WisdomTree MidCap Dividend 0.3%
Value ($000) $3,505 Shares 70,775 Est. Cost $37.88 Unrealized
TROW T Rowe Price Group Inc 0.2%
Value ($000) $3,449 Shares 37,544 Est. Cost $58.07 Unrealized +73.2%
SCZ Ishares Msci Eafe Small Cap ET 0.2%
Value ($000) $3,375 Shares 53,132 Est. Cost $57.39 Unrealized
NVS Novartis AG 0.2%
Value ($000) $3,259 Shares 29,238 Est. Cost $85.07 Unrealized
SPDW SPDR Portfolio Developed Wld e 0.2%
Value ($000) $3,093 Shares 84,940 Est. Cost $30.69 Unrealized
XLU Utilities Select Sector SPDR 0.2%
Value ($000) $3,082 Shares 39,091 Est. Cost $43.91 Unrealized
CVS CVS Health Corp 0.2%
Value ($000) $3,040 Shares 44,875 Est. Cost $45.53 Unrealized +27.4%
UBER Uber Technologies Inc 0.2%
Value ($000) $2,990 Shares 41,031 Est. Cost $46.52 Unrealized +54.9%
TGT Target Corp 0.2%
Value ($000) $2,969 Shares 28,452 Est. Cost $49.44 Unrealized +143.1%
PRU Prudential Financial, Inc. 0.2%
Value ($000) $2,801 Shares 25,076 Est. Cost $45.98 Unrealized +137.0%
BAC Bank of America Corp 0.2%
Value ($000) $2,800 Shares 67,107 Est. Cost $27.03 Unrealized +61.4%
IEMG iShares Core MSCI EM ETF 0.2%
Value ($000) $2,791 Shares 51,715 Est. Cost $54.05 Unrealized
MO Altria Group Inc 0.2%
Value ($000) $2,757 Shares 45,934 Est. Cost $20.60 Unrealized +147.7%
GLD SPDR Gold Shares 0.2%
Value ($000) $2,677 Shares 9,292 Est. Cost $191.67 Unrealized
APD Air Products & Chemicals Inc 0.2%
Value ($000) $2,663 Shares 9,028 Est. Cost $178.53 Unrealized +68.3%
KRE SPDR S&P Regional Banking ETF 0.2%
Value ($000) $2,660 Shares 46,787 Est. Cost $35.91 Unrealized
GDX Vaneck Vectors Gold Miners ETF 0.2%
Value ($000) $2,615 Shares 56,878 Est. Cost $27.51 Unrealized
XLRE Real Estate Select Sect SPDR 0.2%
Value ($000) $2,610 Shares 62,373 Est. Cost $32.01 Unrealized
WFC Wells Fargo & CO 0.2%
Value ($000) $2,587 Shares 36,037 Est. Cost $33.65 Unrealized +119.0%
AFL Aflac Inc 0.2%
Value ($000) $2,584 Shares 23,237 Est. Cost $82.44 Unrealized +26.2%
SCHA Schwab U.S. Small-Cap 0.2%
Value ($000) $2,577 Shares 109,966 Est. Cost $37.19 Unrealized
PAYX Paychex Inc 0.2%
Value ($000) $2,522 Shares 16,344 Est. Cost $115.34 Unrealized +24.1%
BLK Blackrock Inc 0.2%
Value ($000) $2,513 Shares 2,655 Est. Cost $961.85 Unrealized 0.0%
GE GE Aerospace 0.2%
Value ($000) $2,461 Shares 12,294 Est. Cost $83.78 Unrealized +133.6%
VGT Vanguard Information Technolog 0.2%
Value ($000) $2,459 Shares 4,533 Est. Cost $486.60 Unrealized
PFF Ishares S&P Pref Stk ETF 0.2%
Value ($000) $2,420 Shares 78,735 Est. Cost $37.46 Unrealized
ALLE Allegion PLC 0.2%
Value ($000) $2,410 Shares 18,476 Est. Cost $109.30 Unrealized +17.6%
ICE Intercontinental Exchange Inc 0.2%
Value ($000) $2,323 Shares 13,464 Est. Cost $106.87 Unrealized +51.7%
VXUS Vanguard Total International S 0.2%
Value ($000) $2,281 Shares 36,725 Est. Cost $61.46 Unrealized
CB Chubb Ltd 0.2%
Value ($000) $2,240 Shares 7,417 Est. Cost $197.92 Unrealized +39.6%
DFUS Dimensional U.S. Equity ETF 0.2%
Value ($000) $2,236 Shares 36,959 Est. Cost $51.83 Unrealized
SHW Sherwin Williams CO 0.2%
Value ($000) $2,212 Shares 6,334 Est. Cost $262.23 Unrealized +32.8%
ECL Ecolab Inc 0.2%
Value ($000) $2,186 Shares 8,623 Est. Cost $99.80 Unrealized +150.1%
GIS General Mls Inc 0.2%
Value ($000) $2,163 Shares 36,169 Est. Cost $52.84 Unrealized +9.7%
EEMV iShares MSCI Emerg Mkt Min Vol 0.2%
Value ($000) $2,103 Shares 36,050 Est. Cost $57.61 Unrealized
BIV Vanguard Intermediate-Term Bon 0.2%
Value ($000) $2,095 Shares 27,365 Est. Cost $75.86 Unrealized
TXN Texas Instruments Inc 0.2%
Value ($000) $2,086 Shares 11,607 Est. Cost $161.70 Unrealized +12.7%
SO Southern Company 0.1%
Value ($000) $2,064 Shares 22,451 Est. Cost $30.66 Unrealized +174.4%
AVGO Broadcom Inc 0.1%
Value ($000) $2,054 Shares 12,265 Est. Cost $160.03 Unrealized +31.1%
BA Boeing CO 0.1%
Value ($000) $2,052 Shares 12,031 Est. Cost $133.74 Unrealized +29.4%
VCIT Vanguard Inter Term Corp Bond 0.1%
Value ($000) $2,014 Shares 24,639 Est. Cost $87.97 Unrealized
XLY Consumer Discretionary Selt 0.1%
Value ($000) $2,014 Shares 10,200 Est. Cost $73.62 Unrealized
OTIS Otis Worldwide Corp 0.1%
Value ($000) $1,993 Shares 19,310 Est. Cost $63.71 Unrealized +51.0%
NKE Nike Inc-Class B 0.1%
Value ($000) $1,988 Shares 31,315 Est. Cost $74.69 Unrealized -3.5%
ADI Analog Devices Inc 0.1%
Value ($000) $1,959 Shares 9,714 Est. Cost $199.67 Unrealized +6.6%
CL Colgate Palmolive CO 0.1%
Value ($000) $1,944 Shares 20,747 Est. Cost $57.61 Unrealized +52.5%
APH Amphenol Corp 0.1%
Value ($000) $1,899 Shares 28,955 Est. Cost $53.77 Unrealized +26.0%
UPS United Parcel Service Cl B 0.1%
Value ($000) $1,890 Shares 17,187 Est. Cost $125.79 Unrealized -10.4%
EMR Emerson Elec CO 0.1%
Value ($000) $1,869 Shares 17,043 Est. Cost $57.20 Unrealized +107.7%
SYK Stryker Corp. 0.1%
Value ($000) $1,855 Shares 4,984 Est. Cost $308.55 Unrealized +22.2%
FISV Fiserv Inc 0.1%
Value ($000) $1,829 Shares 8,284 Est. Cost $99.96 Unrealized +119.0%
USB U S Bancorp Del 0.1%
Value ($000) $1,828 Shares 43,295 Est. Cost $30.22 Unrealized +46.3%
VOT Vanguard Mid Cap Growth 0.1%
Value ($000) $1,812 Shares 7,407 Est. Cost $232.36 Unrealized
SCHZ Schwab US Aggregate Bd ETF 0.1%
Value ($000) $1,802 Shares 77,792 Est. Cost $38.38 Unrealized
ALV Autoliv Inc 0.1%
Value ($000) $1,796 Shares 20,305 Est. Cost $42.33 Unrealized +120.7%
AWK American Water Works CO Inc 0.1%
Value ($000) $1,788 Shares 12,123 Est. Cost $37.47 Unrealized +244.5%
VNQ Vanguard Real Estate ETF 0.1%
Value ($000) $1,787 Shares 19,734 Est. Cost $90.29 Unrealized
AMGN Amgen Inc 0.1%
Value ($000) $1,767 Shares 5,673 Est. Cost $181.14 Unrealized +58.6%
DD Dupont De Nemours Inc 0.1%
Value ($000) $1,759 Shares 23,548 Est. Cost $27.48 Unrealized +16.1%
SYY Sysco Corp 0.1%
Value ($000) $1,758 Shares 23,423 Est. Cost $48.89 Unrealized +45.8%
JMUB JPMorgan Municipal ETF 0.1%
Value ($000) $1,727 Shares 34,540 Est. Cost $50.38 Unrealized
IAGG iShares Core Intl Aggregate Bond 0.1%
Value ($000) $1,705 Shares 34,111 Est. Cost $50.70 Unrealized
BSV Vanguard Short Term Bond ETF 0.1%
Value ($000) $1,681 Shares 21,478 Est. Cost $77.21 Unrealized
SLB Schlumberger Ltd 0.1%
Value ($000) $1,662 Shares 39,769 Est. Cost $46.72 Unrealized -14.6%
DIA SPDR Dow Jones Industrial Aver 0.1%
Value ($000) $1,647 Shares 3,921 Est. Cost $163.72 Unrealized
Aberdeen Std Physical Swiss Gold 0.1%
Value ($000) $1,639 Shares 54,979 Est. Cost $29.82 Unrealized
INTC Intel Corp 0.1%
Value ($000) $1,622 Shares 71,413 Est. Cost $17.56 Unrealized +24.6%
MS Morgan Stanley 0.1%
Value ($000) $1,604 Shares 13,747 Est. Cost $80.59 Unrealized +56.2%
PWR Quanta Services Inc 0.1%
Value ($000) $1,589 Shares 6,253 Est. Cost $95.26 Unrealized +203.0%
IJR iShares Core S&P Small-Cap 0.1%
Value ($000) $1,580 Shares 15,114 Est. Cost $99.42 Unrealized
DES WisdomTree SmallCap Dividend 0.1%
Value ($000) $1,543 Shares 48,285 Est. Cost $29.48 Unrealized
MCHP Microchip Technology Inc 0.1%
Value ($000) $1,538 Shares 31,777 Est. Cost $47.89 Unrealized +13.1%
ISRG Intuitive Surgical 0.1%
Value ($000) $1,517 Shares 3,062 Est. Cost $408.35 Unrealized +35.4%
MDT Medtronic Inc. 0.1%
Value ($000) $1,508 Shares 16,779 Est. Cost $68.34 Unrealized +27.9%
NVO Novo Nordisk As Spons ADR 0.1%
Value ($000) $1,486 Shares 21,400 Est. Cost $142.74 Unrealized
NSC Norfolk Southern Corp 0.1%
Value ($000) $1,465 Shares 6,187 Est. Cost $105.41 Unrealized +127.1%
AON Aon PLC ADR 0.1%
Value ($000) $1,454 Shares 3,644 Est. Cost $324.26 Unrealized +17.7%
MOO Vaneck ETF Trust Agribusiness 0.1%
Value ($000) $1,454 Shares 21,413 Est. Cost $48.85 Unrealized
TDG Transdigm Group Inc 0.1%
Value ($000) $1,432 Shares 1,035 Est. Cost $749.90 Unrealized +66.4%
MMM 3m CO 0.1%
Value ($000) $1,431 Shares 9,744 Est. Cost $78.04 Unrealized +85.2%
VO Vanguard Index Fund Mid-Cap 0.1%
Value ($000) $1,419 Shares 5,486 Est. Cost $226.96 Unrealized
XLF Financial Select Sector SPDR 0.1%
Value ($000) $1,404 Shares 28,184 Est. Cost $22.39 Unrealized
CNI Canadian National Railway Comp 0.1%
Value ($000) $1,392 Shares 14,286 Est. Cost $109.30 Unrealized -9.1%
GVI iShares Tr Intrm Gov Cr ETF 0.1%
Value ($000) $1,362 Shares 12,847 Est. Cost $103.97 Unrealized
BND Vanguard Total Bond Market ETF 0.1%
Value ($000) $1,349 Shares 18,365 Est. Cost $72.49 Unrealized
BAM Brookfield Asset Mgmt Inc Cl A 0.1%
Value ($000) $1,293 Shares 26,692 Est. Cost $31.70 Unrealized +67.1%
FV First Trust DW Focus 5 0.1%
Value ($000) $1,291 Shares 23,533 Est. Cost $51.55 Unrealized
Pimco Corporate & Income Oppor 0.1%
Value ($000) $1,278 Shares 88,400 Est. Cost $14.46 Unrealized
CMCSA ComCast Corp-Cl A 0.1%
Value ($000) $1,277 Shares 34,610 Est. Cost $31.32 Unrealized +11.9%
XLI Industrial Select Sector SPDR 0.1%
Value ($000) $1,257 Shares 9,592 Est. Cost $48.84 Unrealized
GQRE FlexShares Global Quality Real 0.1%
Value ($000) $1,236 Shares 21,326 Est. Cost $58.61 Unrealized
COP Conocophillips 0.1%
Value ($000) $1,216 Shares 11,580 Est. Cost $70.18 Unrealized +37.9%
IUSB Ishares Total Usd Bond 0.1%
Value ($000) $1,204 Shares 26,137 Est. Cost $46.07 Unrealized
XLV Health Care Select Sector SPDR 0.1%
Value ($000) $1,179 Shares 8,077 Est. Cost $74.75 Unrealized
HDV iShares Core High Dividend ETF 0.1%
Value ($000) $1,174 Shares 9,695 Est. Cost $94.32 Unrealized
VWO Vanguard Ftse Emerging Markets 0.1%
Value ($000) $1,171 Shares 25,873 Est. Cost $40.28 Unrealized
SBUX Starbucks Corp 0.1%
Value ($000) $1,152 Shares 11,746 Est. Cost $82.31 Unrealized +22.7%
XLE Energy Select Sector SPDR 0.1%
Value ($000) $1,150 Shares 12,311 Est. Cost $71.90 Unrealized
NOW Servicenow Inc 0.1%
Value ($000) $1,148 Shares 1,442 Est. Cost $173.10 Unrealized +11.4%
ESGU iShares ESG Aware MSCI USA ETF 0.1%
Value ($000) $1,115 Shares 9,143 Est. Cost $104.92 Unrealized
AEM Agnico Eagle Mines Ltd 0.1%
Value ($000) $1,089 Shares 10,041 Est. Cost $60.10 Unrealized +57.3%
ROP Roper Technologies Inc 0.1%
Value ($000) $1,052 Shares 1,785 Est. Cost $482.70 Unrealized +15.5%
IYZ Ishares DJ US Telcom Sector ET 0.1%
Value ($000) $1,045 Shares 38,167 Est. Cost $27.79 Unrealized
ADBE Adobe Inc 0.1%
Value ($000) $1,044 Shares 2,721 Est. Cost $509.37 Unrealized -15.8%
DOW Dow Inc Com 0.1%
Value ($000) $1,026 Shares 29,375 Est. Cost $40.06 Unrealized -10.2%
LHX L3 Harris Technologies Inc 0.1%
Value ($000) $1,026 Shares 4,900 Est. Cost $209.20 Unrealized -1.5%
GILD Gilead Sciences Inc 0.1%
Value ($000) $1,007 Shares 8,989 Est. Cost $58.70 Unrealized +71.3%
IWO Ishares Russell 2000 Growth ET 0.1%
Value ($000) $992 Shares 3,881 Est. Cost $242.76 Unrealized
D Dominion Resources Inc 0.1%
Value ($000) $985 Shares 17,566 Est. Cost $39.45 Unrealized +33.7%
SCHW Charles Schwab Corp 0.1%
Value ($000) $968 Shares 12,365 Est. Cost $53.89 Unrealized +44.1%
IVE Ishares S&P 500 Value 0.1%
Value ($000) $968 Shares 5,078 Est. Cost $155.92 Unrealized
FTV Fortive Corp 0.1%
Value ($000) $967 Shares 13,214 Est. Cost $51.37 Unrealized +13.8%
DKS Dicks Sporting Goods Inc 0.1%
Value ($000) $908 Shares 4,505 Est. Cost $63.87 Unrealized +241.5%
INTU Intuit 0.1%
Value ($000) $905 Shares 1,474 Est. Cost $542.79 Unrealized +10.1%
RBC Rbc Bearings Inc 0.1%
Value ($000) $901 Shares 2,800 Est. Cost $226.85 Unrealized +48.7%
BDX Becton Dickinson 0.1%
Value ($000) $898 Shares 3,921 Est. Cost $192.11 Unrealized +18.4%
IWR Ishares Russell Mid Cap ETF 0.1%
Value ($000) $892 Shares 10,480 Est. Cost $80.24 Unrealized
BK Bank of New York Mellon Corp 0.1%
Value ($000) $880 Shares 10,490 Est. Cost $27.35 Unrealized +201.8%
DIVO Amplify CWP Enhanced Dividend 0.1%
Value ($000) $861 Shares 21,116 Est. Cost $35.73 Unrealized
KMB Kimberly Clark Corp 0.1%
Value ($000) $850 Shares 5,978 Est. Cost $85.72 Unrealized +51.4%
PCAR Paccar Inc 0.1%
Value ($000) $847 Shares 8,699 Est. Cost $103.67 Unrealized -0.7%
SUB iShares Short-Term National Mu 0.1%
Value ($000) $840 Shares 7,955 Est. Cost $106.19 Unrealized
CTVA Corteva Inc 0.1%
Value ($000) $815 Shares 12,950 Est. Cost $33.45 Unrealized +83.1%
ACN Accenture plc 0.1%
Value ($000) $797 Shares 2,554 Est. Cost $308.02 Unrealized +13.5%
VEU Vanguard FTSE All-World ex-US 0.1%
Value ($000) $796 Shares 13,116 Est. Cost $52.76 Unrealized
HSY Hershey Co. 0.1%
Value ($000) $787 Shares 4,599 Est. Cost $202.30 Unrealized -21.3%
TMUS T-Mobile US Inc 0.1%
Value ($000) $773 Shares 2,900 Est. Cost $139.13 Unrealized +74.7%
IVW Ishares S&P 500 Growth 0.1%
Value ($000) $768 Shares 8,273 Est. Cost $63.56 Unrealized
CLX Clorox Co 0.1%
Value ($000) $764 Shares 5,187 Est. Cost $63.11 Unrealized +134.5%
RDVY First Trust Rising Dividend 0.1%
Value ($000) $756 Shares 12,909 Est. Cost $51.67 Unrealized
SCHM Schwab U.S. Mid-Cap 0.1%
Value ($000) $754 Shares 28,780 Est. Cost $41.79 Unrealized
ORLY O'Reilly Automotive Inc 0.1%
Value ($000) $746 Shares 521 Est. Cost $36.40 Unrealized +139.0%
DUK Duke Energy Corp 0.1%
Value ($000) $736 Shares 6,033 Est. Cost $64.46 Unrealized +71.5%
NUE Nucor Corp 0.1%
Value ($000) $735 Shares 6,104 Est. Cost $40.62 Unrealized +212.1%
IWP Ishares Russell Midcap Growth 0.1%
Value ($000) $722 Shares 6,147 Est. Cost $92.46 Unrealized
ITW Illinois Tool Wks Inc 0.1%
Value ($000) $704 Shares 2,838 Est. Cost $130.64 Unrealized +91.9%
GBDC Golub Cap Bdc Inc 0.1%
Value ($000) $701 Shares 46,287 Est. Cost $13.22 Unrealized +5.4%
ZTS Zoetis Inc 0.1%
Value ($000) $699 Shares 4,247 Est. Cost $176.84 Unrealized -7.0%
CMG Chipotle Mexican Grill Inc 0.1%
Value ($000) $696 Shares 13,868 Est. Cost $61.57 Unrealized -11.7%
MET Metlife Inc 0.0%
Value ($000) $688 Shares 8,575 Est. Cost $34.11 Unrealized +137.9%
VEA Vanguard FTSE Developed Market 0.0%
Value ($000) $686 Shares 13,494 Est. Cost $46.03 Unrealized
FlexShares Real Assets Allocat 0.0%
Value ($000) $684 Shares 21,965 Est. Cost $30.61 Unrealized
SHEL Shell Plc 0.0%
Value ($000) $676 Shares 9,225 Est. Cost $54.78 Unrealized
PYPL Paypal Holdings Inc 0.0%
Value ($000) $675 Shares 10,348 Est. Cost $74.82 Unrealized +3.9%
SCHG Schwab U.S. Large-Cap Growth 0.0%
Value ($000) $672 Shares 26,830 Est. Cost $42.42 Unrealized
FAST Fastenal CO 0.0%
Value ($000) $662 Shares 8,540 Est. Cost $27.19 Unrealized +35.5%
TSLA Tesla Inc 0.0%
Value ($000) $653 Shares 2,519 Est. Cost $244.81 Unrealized +36.1%
XLP Consumer Staples Select Sector 0.0%
Value ($000) $644 Shares 7,891 Est. Cost $48.77 Unrealized
MBB Ishares Mbs Etf IV 0.0%
Value ($000) $638 Shares 6,806 Est. Cost $93.23 Unrealized
TEL TE Connectivity PLC 0.0%
Value ($000) $631 Shares 4,467 Est. Cost $146.82 Unrealized -0.2%
EMXC Ishares Msci Emerging 0.0%
Value ($000) $613 Shares 11,134 Est. Cost $59.80 Unrealized
GLW Corning Inc 0.0%
Value ($000) $593 Shares 12,943 Est. Cost $30.51 Unrealized +59.2%
SPIB SPDR Portfolio Intermediate Te 0.0%
Value ($000) $588 Shares 17,686 Est. Cost $33.54 Unrealized
DFAX Dimensional World ex U.S. Core E 0.0%
Value ($000) $582 Shares 22,194 Est. Cost $24.49 Unrealized
FVD First Trust Value Line Div Index 0.0%
Value ($000) $578 Shares 12,967 Est. Cost $40.67 Unrealized
MUB Ishares National Muni Bond ETF 0.0%
Value ($000) $570 Shares 5,405 Est. Cost $108.63 Unrealized
GEV GE Vernova Inc 0.0%
Value ($000) $564 Shares 1,847 Est. Cost $158.10 Unrealized +120.2%
TFC Truist Financial Corporation 0.0%
Value ($000) $563 Shares 13,691 Est. Cost $37.60 Unrealized +13.5%
EPD Enterprise Prods Partners LP 0.0%
Value ($000) $563 Shares 16,500 Est. Cost $26.35 Unrealized
GSK GSK PLC Sponsored ADR 0.0%
Value ($000) $554 Shares 14,313 Est. Cost $36.55 Unrealized
XYL Xylem Inc 0.0%
Value ($000) $548 Shares 4,587 Est. Cost $38.50 Unrealized +218.6%
YUM Yum! Brands Inc 0.0%
Value ($000) $536 Shares 3,407 Est. Cost $65.47 Unrealized +116.3%
TSM Taiwan Semiconductor Spons ADR 0.0%
Value ($000) $536 Shares 3,229 Est. Cost $105.17 Unrealized
MKL Markel Group INC COM 0.0%
Value ($000) $531 Shares 284 Est. Cost $1463.82 Unrealized +25.7%
ZBH Zimmer Biomet Holdings Inc 0.0%
Value ($000) $519 Shares 4,582 Est. Cost $95.87 Unrealized +10.5%
IONS Ionis Pharmaceuticals Inc 0.0%
Value ($000) $514 Shares 17,050 Est. Cost $41.26 Unrealized -20.6%
EFV Ishares Msci Eafe Value 0.0%
Value ($000) $513 Shares 8,701 Est. Cost $52.10 Unrealized
XLC Communication Services Select 0.0%
Value ($000) $506 Shares 5,248 Est. Cost $79.26 Unrealized
ALL Allstate Corp 0.0%
Value ($000) $499 Shares 2,409 Est. Cost $132.43 Unrealized +44.4%
PSK SPDR Preferred Stock ETF 0.0%
Value ($000) $493 Shares 15,221 Est. Cost $33.44 Unrealized
VB Vanguard Small Cap Etf 0.0%
Value ($000) $489 Shares 2,206 Est. Cost $213.33 Unrealized
DSI iShares KLD 400 Social Index 0.0%
Value ($000) $489 Shares 4,771 Est. Cost $94.64 Unrealized
MAR Marriott International Inc 0.0%
Value ($000) $483 Shares 2,028 Est. Cost $148.61 Unrealized +81.3%
GEHC Ge Healthcare Technologi 0.0%
Value ($000) $478 Shares 5,922 Est. Cost $76.07 Unrealized +12.8%
SUSA iShares MSCI USA ESG Select ET 0.0%
Value ($000) $475 Shares 4,138 Est. Cost $83.14 Unrealized
CMI Cummins Inc 0.0%
Value ($000) $451 Shares 1,438 Est. Cost $232.97 Unrealized +48.6%
AMAT Applied Materials Inc 0.0%
Value ($000) $448 Shares 3,085 Est. Cost $140.40 Unrealized +18.7%
AMT American Tower Corp REIT 0.0%
Value ($000) $446 Shares 2,050 Est. Cost $189.66 Unrealized -0.1%
CME CME Group Inc. 0.0%
Value ($000) $439 Shares 1,656 Est. Cost $194.70 Unrealized +24.5%
WM Waste Management Inc 0.0%
Value ($000) $438 Shares 1,892 Est. Cost $136.22 Unrealized +60.3%
SPEM SPDR Portfolio Emerging Market 0.0%
Value ($000) $436 Shares 11,081 Est. Cost $33.92 Unrealized
FTSM First Trust Enhanced Short Matur 0.0%
Value ($000) $436 Shares 7,280 Est. Cost $59.68 Unrealized
ENB Enbridge Incorporated 0.0%
Value ($000) $430 Shares 9,699 Est. Cost $29.90 Unrealized +38.4%
FVC First Trust DW Dynamic Focus 5 0.0%
Value ($000) $428 Shares 12,170 Est. Cost $32.78 Unrealized
SCHX Schwab U.S. Large-Cap 0.0%
Value ($000) $423 Shares 19,145 Est. Cost $35.61 Unrealized
IQV IQVIA Holdings Inc 0.0%
Value ($000) $422 Shares 2,392 Est. Cost $216.59 Unrealized -10.4%
C Citigroup Inc 0.0%
Value ($000) $422 Shares 5,940 Est. Cost $42.79 Unrealized +74.2%
FIW First Trust ISE Water Index Fd 0.0%
Value ($000) $408 Shares 4,052 Est. Cost $94.80 Unrealized
J Jacobs Solutions Inc 0.0%
Value ($000) $408 Shares 3,375 Est. Cost $99.93 Unrealized +27.7%
HYDB Ishares Tr High Yield Systemat 0.0%
Value ($000) $405 Shares 8,595 Est. Cost $47.09 Unrealized
GOVT iShares U.S. Treasury Bond 0.0%
Value ($000) $405 Shares 17,608 Est. Cost $23.04 Unrealized
NOC Northrop Grumman Corporation 0.0%
Value ($000) $403 Shares 787 Est. Cost $424.97 Unrealized +10.6%
FNDF Schwab Fundamental Intl Lg Co 0.0%
Value ($000) $397 Shares 10,980 Est. Cost $31.15 Unrealized
IEI Ishares 3-7 Year Treasury Bond 0.0%
Value ($000) $396 Shares 3,350 Est. Cost $114.51 Unrealized
FWONK Liberty Media Corp Del 0.0%
Value ($000) $393 Shares 4,366 Est. Cost $82.67 Unrealized
CSX Csx Corp 0.0%
Value ($000) $390 Shares 13,254 Est. Cost $23.91 Unrealized +30.9%
MLM Martin Marietta Matls Inc 0.0%
Value ($000) $390 Shares 815 Est. Cost $470.43 Unrealized +7.4%
IGLB Ishares Tr 10 Yr Invst Grd 0.0%
Value ($000) $390 Shares 7,755 Est. Cost $50.04 Unrealized
IWF iShares Russell 1000 Growth 0.0%
Value ($000) $389 Shares 1,077 Est. Cost $200.18 Unrealized
PEG Public Service Enterprise Grou 0.0%
Value ($000) $384 Shares 4,666 Est. Cost $35.46 Unrealized +128.4%
FCX Freeport-McMoran Inc 0.0%
Value ($000) $378 Shares 9,974 Est. Cost $37.17 Unrealized +1.7%
KHC Kraft Heinz CO 0.0%
Value ($000) $376 Shares 12,356 Est. Cost $41.82 Unrealized -32.2%
BSX Boston Scientific Corp 0.0%
Value ($000) $372 Shares 3,689 Est. Cost $52.51 Unrealized +91.8%
DTE DTE Energy Co 0.0%
Value ($000) $371 Shares 2,684 Est. Cost $78.15 Unrealized +58.2%
LMBS First Trust Low Duration 0.0%
Value ($000) $371 Shares 7,538 Est. Cost $48.52 Unrealized
JEPI JPMorgan Equity Premium Income 0.0%
Value ($000) $365 Shares 6,395 Est. Cost $58.00 Unrealized
BALL Ball Corp 0.0%
Value ($000) $356 Shares 6,843 Est. Cost $55.43 Unrealized -6.6%
TRV Travelers Companies Inc 0.0%
Value ($000) $353 Shares 1,336 Est. Cost $166.66 Unrealized +47.2%
CPRT Copart Inc 0.0%
Value ($000) $352 Shares 6,225 Est. Cost $56.28 Unrealized 0.0%
TPL Texas Pacific Land Corporation 0.0%
Value ($000) $351 Shares 265 Est. Cost $210.63 Unrealized +110.4%
VYM Vanguard High Dividend Yield E 0.0%
Value ($000) $344 Shares 2,667 Est. Cost $114.96 Unrealized
ED Consolidated Edison Inc 0.0%
Value ($000) $342 Shares 3,091 Est. Cost $92.34 Unrealized +3.1%
IGIB Ishares 5-10 Yr Inv Gr Corp Bd 0.0%
Value ($000) $335 Shares 6,382 Est. Cost $51.98 Unrealized
RSP Invesco S&P 500 Equal Weight E 0.0%
Value ($000) $334 Shares 1,926 Est. Cost $157.80 Unrealized
VIG Vanguard Dividend Appreciation 0.0%
Value ($000) $325 Shares 1,677 Est. Cost $146.74 Unrealized
IJK Ishares S&P Midcap 400/Grwth E 0.0%
Value ($000) $324 Shares 3,890 Est. Cost $111.87 Unrealized
IWY IShares Russell Top 200 Growth 0.0%
Value ($000) $323 Shares 1,530 Est. Cost $106.70 Unrealized
IQDF FlexShares International Quali 0.0%
Value ($000) $318 Shares 12,745 Est. Cost $23.06 Unrealized
USMV iShares Edge MSCI Min Vol USA 0.0%
Value ($000) $316 Shares 3,369 Est. Cost $92.95 Unrealized
MAS Masco Corp 0.0%
Value ($000) $311 Shares 4,476 Est. Cost $61.34 Unrealized +20.0%
BIL SPDR Tr Bloomberg 1-3 MO ETF 0.0%
Value ($000) $305 Shares 3,323 Est. Cost $91.61 Unrealized
SPLV Invesco S&P 500 Low Volatility E 0.0%
Value ($000) $300 Shares 4,009 Est. Cost $59.19 Unrealized
MCK McKesson Corp 0.0%
Value ($000) $299 Shares 444 Est. Cost $416.71 Unrealized +47.8%
CAH Cardinal Health Inc 0.0%
Value ($000) $293 Shares 2,130 Est. Cost $71.89 Unrealized +75.1%
IWS Ishares Russell MidCap Value 0.0%
Value ($000) $291 Shares 2,308 Est. Cost $117.14 Unrealized
BP BP PLC Spons ADR 0.0%
Value ($000) $289 Shares 8,558 Est. Cost $25.24 Unrealized
CI Cigna Group 0.0%
Value ($000) $288 Shares 875 Est. Cost $222.42 Unrealized +32.9%
IWB IShares Russell 1000 ETF 0.0%
Value ($000) $287 Shares 935 Est. Cost $225.23 Unrealized
NOBL ProShares S&P 500 Div Aristocrat 0.0%
Value ($000) $283 Shares 2,771 Est. Cost $98.88 Unrealized
FNDB Schwab Fundamental US Broad Mk 0.0%
Value ($000) $275 Shares 11,955 Est. Cost $23.01 Unrealized
MKC McCormick & CO Inc 0.0%
Value ($000) $270 Shares 3,285 Est. Cost $78.12 Unrealized -2.2%
WAB Wabtec 0.0%
Value ($000) $269 Shares 1,484 Est. Cost $157.82 Unrealized +21.0%
FDX Fedex Corporation 0.0%
Value ($000) $269 Shares 1,102 Est. Cost $233.93 Unrealized +8.4%
BKLN Invesco Tr II Senior Loan ETF 0.0%
Value ($000) $264 Shares 12,765 Est. Cost $21.04 Unrealized
IWD Ishares Tr Rus 1000 Val ETF 0.0%
Value ($000) $259 Shares 1,375 Est. Cost $151.65 Unrealized
BKNG Booking Hldgs Inc 0.0%
Value ($000) $258 Shares 56 Est. Cost $3508.24 Unrealized +35.4%
WMB Williams Cos Inc 0.0%
Value ($000) $256 Shares 4,283 Est. Cost $41.76 Unrealized +32.7%
DLR Digital Realty Trust Inc REIT 0.0%
Value ($000) $254 Shares 1,776 Est. Cost $90.52 Unrealized +74.6%
BX Blackstone Inc 0.0%
Value ($000) $254 Shares 1,820 Est. Cost $98.65 Unrealized +60.4%
EXC Exelon Corp 0.0%
Value ($000) $253 Shares 5,488 Est. Cost $35.76 Unrealized +13.3%
QUAL iShares Edge MSCI USA Quality 0.0%
Value ($000) $251 Shares 1,471 Est. Cost $165.59 Unrealized
BLDR Builders Firstsource 0.0%
Value ($000) $250 Shares 2,000 Est. Cost $145.49 Unrealized 0.0%
SCHP Schwab US TIPs ETF 0.0%
Value ($000) $250 Shares 9,291 Est. Cost $33.47 Unrealized
WWD Woodward Inc 0.0%
Value ($000) $248 Shares 1,359 Est. Cost $181.86 Unrealized +1.2%
IGOV iShares International Treasury 0.0%
Value ($000) $244 Shares 6,196 Est. Cost $38.42 Unrealized
BBY Best Buy Company Inc 0.0%
Value ($000) $243 Shares 3,302 Est. Cost $23.76 Unrealized +229.6%
VUG Vanguard Growth Index Fund ETF 0.0%
Value ($000) $242 Shares 653 Est. Cost $372.18 Unrealized
IDXX IDEXX Laboratories, Inc. 0.0%
Value ($000) $241 Shares 575 Est. Cost $439.17 Unrealized -1.1%
FTSL First Trust Senior Loan 0.0%
Value ($000) $240 Shares 5,262 Est. Cost $46.07 Unrealized
MELI MercadoLibre, Inc. 0.0%
Value ($000) $240 Shares 123 Est. Cost $1822.23 Unrealized +8.9%
DB Deutsche Bank Ag ADR 0.0%
Value ($000) $239 Shares 10,000 Est. Cost $7.45 Unrealized +173.8%
VV Vanguard Large-Cap ETF 0.0%
Value ($000) $237 Shares 923 Est. Cost $219.75 Unrealized
SEIC S E I Investments Co 0.0%
Value ($000) $236 Shares 3,045 Est. Cost $56.53 Unrealized +40.5%
URI United Rentals Inc 0.0%
Value ($000) $236 Shares 377 Est. Cost $450.63 Unrealized +51.4%
EOG Eog Res Inc 0.0%
Value ($000) $234 Shares 1,822 Est. Cost $116.99 Unrealized +7.0%
DOV Dover Corp 0.0%
Value ($000) $230 Shares 1,312 Est. Cost $136.69 Unrealized +39.2%
MCO Moodys Corp 0.0%
Value ($000) $230 Shares 493 Est. Cost $333.80 Unrealized +43.4%
PFFD Global X US Preferred ETF 0.0%
Value ($000) $228 Shares 12,000 Est. Cost $25.75 Unrealized
TM Toyota Motor Corp Spons ADR 0.0%
Value ($000) $223 Shares 1,265 Est. Cost $180.01 Unrealized
TSCO Tractor Supply Co 0.0%
Value ($000) $222 Shares 4,030 Est. Cost $52.61 Unrealized +2.5%
MNST Monster Beverage Corp New 0.0%
Value ($000) $221 Shares 3,785 Est. Cost $56.59 Unrealized -7.9%
ADSK Autodesk Inc 0.0%
Value ($000) $219 Shares 837 Est. Cost $211.69 Unrealized +34.3%
SPSB SPDR Portfolio Short Term Corp 0.0%
Value ($000) $213 Shares 7,085 Est. Cost $29.23 Unrealized
VXF Vanguard Extended Market Index 0.0%
Value ($000) $211 Shares 1,226 Est. Cost $164.37 Unrealized
DVY Ishares DJ Select Dividend ETF 0.0%
Value ($000) $206 Shares 1,533 Est. Cost $117.22 Unrealized
IWN Ishares Russell 2000 Value ETF 0.0%
Value ($000) $204 Shares 1,350 Est. Cost $144.35 Unrealized
GPC Genuine Parts CO 0.0%
Value ($000) $199 Shares 1,670 Est. Cost $128.49 Unrealized -9.1%
SNPS Synopsys Inc 0.0%
Value ($000) $195 Shares 455 Est. Cost $516.42 Unrealized -5.9%
WBS Webster Finl Co 0.0%
Value ($000) $193 Shares 3,753 Est. Cost $45.86 Unrealized +21.3%
BMO Bank Montreal Quebec 0.0%
Value ($000) $192 Shares 2,012 Est. Cost $76.82 Unrealized +25.5%
VGSH Vanguard Short Term 0.0%
Value ($000) $192 Shares 3,269 Est. Cost $59.02 Unrealized
CALF Pacer US Small Cap Cash Cows E 0.0%
Value ($000) $192 Shares 5,111 Est. Cost $48.03 Unrealized
STT State Street Corp 0.0%
Value ($000) $191 Shares 2,132 Est. Cost $78.45 Unrealized +18.2%
AGI Alamos Gold Inc New 0.0%
Value ($000) $190 Shares 7,105 Est. Cost $22.52 Unrealized 0.0%
KBE SPDR S&P Bank ETF 0.0%
Value ($000) $188 Shares 3,546 Est. Cost $52.89 Unrealized
IEF Ishares Barclays 7-10 Year Tr 0.0%
Value ($000) $184 Shares 1,930 Est. Cost $96.06 Unrealized
PSX Phillips 66 0.0%
Value ($000) $182 Shares 1,471 Est. Cost $129.06 Unrealized -7.6%
CEG Constellation Energy Corp 0.0%
Value ($000) $177 Shares 877 Est. Cost $226.63 Unrealized +17.7%
HYS PIMCO 0-5 Year High Yield Corp 0.0%
Value ($000) $177 Shares 1,885 Est. Cost $95.50 Unrealized
LNT Alliant Energy Corp 0.0%
Value ($000) $176 Shares 2,730 Est. Cost $46.45 Unrealized +28.3%
IJS iShares S&P Small-Cap 600 Value 0.0%
Value ($000) $175 Shares 1,796 Est. Cost $105.93 Unrealized
CEF Sprott Physical Gold & Silver 0.0%
Value ($000) $170 Shares 6,000 Est. Cost $24.49 Unrealized
AMD Advanced Micro Devices Inc 0.0%
Value ($000) $168 Shares 1,634 Est. Cost $164.71 Unrealized -32.5%
AROW Arrow Finl Corp 0.0%
Value ($000) $166 Shares 6,315 Est. Cost $24.36 Unrealized +5.1%
FLRN SPDR BbgBarc Inv Gr Floating R 0.0%
Value ($000) $162 Shares 5,270 Est. Cost $30.85 Unrealized
ES Eversource Energy 0.0%
Value ($000) $161 Shares 2,600 Est. Cost $60.33 Unrealized -5.2%
PJUL Innovator U.S. Equity Power Bu 0.0%
Value ($000) $160 Shares 3,988 Est. Cost $38.85 Unrealized
CHH Choice Hotels International In 0.0%
Value ($000) $157 Shares 1,184 Est. Cost $123.51 Unrealized +14.2%
ASML Asml Holding N V 0.0%
Value ($000) $155 Shares 234 Est. Cost $591.62 Unrealized
ROK Rockwell Automation Inc 0.0%
Value ($000) $154 Shares 595 Est. Cost $259.73 Unrealized +5.7%
BAX Baxter Intl Inc 0.0%
Value ($000) $146 Shares 4,264 Est. Cost $32.24 Unrealized -0.2%
TotalEnergies SE ADR 0.0%
Value ($000) $146 Shares 2,250 Est. Cost $64.62 Unrealized
DTM DT Midstream Inc 0.0%
Value ($000) $145 Shares 1,502 Est. Cost $71.25 Unrealized +36.4%
CPNG Coupang Inc 0.0%
Value ($000) $145 Shares 6,605 Est. Cost $22.24 Unrealized +4.5%
LQD iShares iBoxx InvGrade Corp Bd 0.0%
Value ($000) $144 Shares 1,324 Est. Cost $111.77 Unrealized
EQIX Equinix Inc 0.0%
Value ($000) $143 Shares 175 Est. Cost $794.65 Unrealized +10.8%
AMP Ameriprise Financial Inc. 0.0%
Value ($000) $140 Shares 290 Est. Cost $426.54 Unrealized +21.6%
SU Suncor Energy Inc 0.0%
Value ($000) $140 Shares 3,614 Est. Cost $37.11 Unrealized +0.9%
QQQ Invesco QQQ Trust 0.0%
Value ($000) $132 Shares 281 Est. Cost $470.93 Unrealized
INVH Invitation Homes Inc 0.0%
Value ($000) $129 Shares 3,692 Est. Cost $33.87 Unrealized -8.1%
VLTO Veralto Corp 0.0%
Value ($000) $125 Shares 1,280 Est. Cost $73.75 Unrealized +34.7%
BKR Baker Hughes Company 0.0%
Value ($000) $124 Shares 2,822 Est. Cost $34.13 Unrealized +28.3%
MTB M & T Bank Corp 0.0%
Value ($000) $119 Shares 667 Est. Cost $148.64 Unrealized +24.1%
IMCG Ishares Morgstar Mid Cap 0.0%
Value ($000) $118 Shares 1,652 Est. Cost $64.45 Unrealized
BHP Bhp Billiton Ltd Adr 0.0%
Value ($000) $114 Shares 2,353 Est. Cost $60.95 Unrealized
WY Weyerhaeuser CO REIT 0.0%
Value ($000) $113 Shares 3,861 Est. Cost $30.62 Unrealized -5.8%
NFG National Fuel Gas CO 0.0%
Value ($000) $112 Shares 1,420 Est. Cost $64.72 Unrealized +11.1%
VGLT Vanguard Long-Term Treasury ET 0.0%
Value ($000) $111 Shares 1,930 Est. Cost $61.54 Unrealized
WEC Wec Energy Group Inc 0.0%
Value ($000) $108 Shares 994 Est. Cost $97.90 Unrealized +1.4%
CHD Church & Dwight Inc 0.0%
Value ($000) $108 Shares 980 Est. Cost $100.89 Unrealized +4.9%
CLH Clean Harbors Inc 0.0%
Value ($000) $107 Shares 542 Est. Cost $235.10 Unrealized -6.9%
WSC WillScot Holdings Corporation 0.0%
Value ($000) $106 Shares 3,823 Est. Cost $38.16 Unrealized -10.9%
CTSH Cognizant Technology Solutions 0.0%
Value ($000) $106 Shares 1,388 Est. Cost $72.87 Unrealized +10.1%
MBSD Flexshares Disciplined Duratio 0.0%
Value ($000) $104 Shares 5,055 Est. Cost $20.18 Unrealized
CCJ Cameco Corp ADR 0.0%
Value ($000) $104 Shares 2,534 Est. Cost $43.42 Unrealized +8.2%
ZBRA Zebra Technologies Corp 0.0%
Value ($000) $104 Shares 368 Est. Cost $335.88 Unrealized +1.7%
JEPQ JPMorgan NASDAQ Eqt Prem ETF 0.0%
Value ($000) $104 Shares 2,000 Est. Cost $55.66 Unrealized
REGN Regeneron Pharmaceuticals Inc 0.0%
Value ($000) $103 Shares 162 Est. Cost $1106.73 Unrealized -38.2%
APA APA Corporation 0.0%
Value ($000) $102 Shares 4,843 Est. Cost $17.35 Unrealized +21.3%
KKR Kkr & Co Inc 0.0%
Value ($000) $99 Shares 860 Est. Cost $66.83 Unrealized +104.8%
CDNS Cadence Design System Inc 0.0%
Value ($000) $99 Shares 390 Est. Cost $234.06 Unrealized +18.8%
IQLT IShares Edge Intl Quality Fact 0.0%
Value ($000) $98 Shares 2,460 Est. Cost $41.49 Unrealized
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 +54.5%
TIP Ishares Barclays TIPS Bond ETF 0.0%
Value ($000) $96 Shares 867 Est. Cost $107.85 Unrealized
Lam Research Corporation 0.0%
Value ($000) $95 Shares 1,300 Est. Cost $151.54 Unrealized
DMXF Ishares Esg Advanced 0.0%
Value ($000) $94 Shares 1,390 Est. Cost $70.50 Unrealized
VRSK Verisk Analytics Inc 0.0%
Value ($000) $91 Shares 306 Est. Cost $268.20 Unrealized +6.8%
JULW AllianzIM US Large Cap Buffer2 0.0%
Value ($000) $91 Shares 2,630 Est. Cost $34.54 Unrealized
VHT Vanguard Health Care 0.0%
Value ($000) $90 Shares 341 Est. Cost $250.82 Unrealized
SGOL Abrdn Standard Physical Gold Etf 0.0%
Value ($000) $90 Shares 3,027 Est. Cost $22.20 Unrealized
IJUL Innovator MSCI EAFE Power Buff 0.0%
Value ($000) $90 Shares 3,080 Est. Cost $29.41 Unrealized
MSI Motorola Solutions, Inc 0.0%
Value ($000) $88 Shares 200 Est. Cost $410.72 Unrealized +7.5%
EMXF iShares ESG Advanced MSCI EM E 0.0%
Value ($000) $86 Shares 2,262 Est. Cost $40.52 Unrealized
WDFC Wd-40 Co Com 0.0%
Value ($000) $85 Shares 350 Est. Cost $244.28 Unrealized -5.1%
PGX Invesco Preferred ETF 0.0%
Value ($000) $84 Shares 7,525 Est. Cost $12.26 Unrealized
XEL Xcel Energy Inc 0.0%
Value ($000) $84 Shares 1,188 Est. Cost $55.51 Unrealized +18.9%
AZO Autozone Inc 0.0%
Value ($000) $84 Shares 22 Est. Cost $3070.23 Unrealized +12.4%
SPG Simon Ppty Group Inc 0.0%
Value ($000) $83 Shares 500 Est. Cost $147.59 Unrealized +13.1%
GRID First Trust NASDAQ Cln EdgeSt 0.0%
Value ($000) $83 Shares 733 Est. Cost $104.71 Unrealized
IYW Ishares US Technology 0.0%
Value ($000) $83 Shares 588 Est. Cost $122.75 Unrealized
USHY IShares Broad USD High Yield C 0.0%
Value ($000) $82 Shares 2,233 Est. Cost $37.58 Unrealized
ICF IShares Cohen Steers REIT ETF 0.0%
Value ($000) $82 Shares 1,335 Est. Cost $65.91 Unrealized
CNM Core & Main Inc 0.0%
Value ($000) $81 Shares 1,678 Est. Cost $47.90 Unrealized +8.2%
TLH Ishares 10-20 Year Tsury 0.0%
Value ($000) $79 Shares 764 Est. Cost $108.26 Unrealized
ESML iShares ESG Aware MSCI USA Sma 0.0%
Value ($000) $79 Shares 2,063 Est. Cost $41.82 Unrealized
IJJ Ishares S&P Midcap 400/Value E 0.0%
Value ($000) $78 Shares 655 Est. Cost $123.88 Unrealized
F Ford Motor CO Del 0.0%
Value ($000) $78 Shares 7,815 Est. Cost $10.20 Unrealized -9.4%
FPE First Trust Pfd Securities and 0.0%
Value ($000) $78 Shares 4,435 Est. Cost $16.86 Unrealized
GH Guardant Health Inc 0.0%
Value ($000) $78 Shares 1,825 Est. Cost $28.30 Unrealized +52.4%
IAU iShares Gold Trust New 0.0%
Value ($000) $78 Shares 1,318 Est. Cost $49.70 Unrealized
VLO Valero Energy Corp 0.0%
Value ($000) $77 Shares 586 Est. Cost $129.60 Unrealized -0.2%
KEY Keycorp 0.0%
Value ($000) $77 Shares 4,829 Est. Cost $13.14 Unrealized +23.6%
BNDX Vanguard Total International B 0.0%
Value ($000) $77 Shares 1,567 Est. Cost $50.28 Unrealized
MGC Vanguard Mega Cap Etf IV 0.0%
Value ($000) $75 Shares 374 Est. Cost $169.28 Unrealized
QLTA Ishares Aaa-A Rated Corp Bond 0.0%
Value ($000) $75 Shares 1,570 Est. Cost $49.15 Unrealized
KIM Kimco Realty Corp 0.0%
Value ($000) $74 Shares 3,500 Est. Cost $20.69 Unrealized +0.9%
OXY Occidental Pete Corp 0.0%
Value ($000) $74 Shares 1,495 Est. Cost $55.40 Unrealized -13.6%
Hess Corporation 0.0%
Value ($000) $73 Shares 454 Est. Cost $135.80 Unrealized
PH Parker Hannifin Corp 0.0%
Value ($000) $72 Shares 118 Est. Cost $560.34 Unrealized +15.7%
SCHR Schwab Inter Term US Treasury 0.0%
Value ($000) $71 Shares 2,876 Est. Cost $37.00 Unrealized
VOD Vodafone Group plc 0.0%
Value ($000) $71 Shares 7,630 Est. Cost $10.02 Unrealized
SJM Jm Smucker CO 0.0%
Value ($000) $71 Shares 601 Est. Cost $111.58 Unrealized -6.5%
VBK Vanguard Small Cap Growth 0.0%
Value ($000) $71 Shares 281 Est. Cost $254.83 Unrealized
CWEN Clearway Energy Inc 0.0%
Value ($000) $71 Shares 2,333 Est. Cost $25.83 Unrealized 0.0%
NULG Nuveen ESG Large Cap Growth ET 0.0%
Value ($000) $71 Shares 901 Est. Cost $83.47 Unrealized
CZFS Citizens Finl Svcs 0.0%
Value ($000) $70 Shares 1,199 Est. Cost $58.34 Unrealized 0.0%
CBU Community Financial System, In 0.0%
Value ($000) $68 Shares 1,202 Est. Cost $54.73 Unrealized +9.8%
LECO Lincoln Elec Hldgs Inc 0.0%
Value ($000) $66 Shares 350 Est. Cost $191.83 Unrealized +2.4%
IXN iShares Global Tech 0.0%
Value ($000) $66 Shares 866 Est. Cost $68.18 Unrealized
TPR Tapestry Inc 0.0%
Value ($000) $64 Shares 910 Est. Cost $40.13 Unrealized +85.8%
SLV iShares Silver Trust 0.0%
Value ($000) $63 Shares 2,180 Est. Cost $27.94 Unrealized
PLTR Palantir Technologies In 0.0%
Value ($000) $62 Shares 740 Est. Cost $59.85 Unrealized +46.7%
O Realty Income Corp REIT 0.0%
Value ($000) $62 Shares 1,071 Est. Cost $55.00 Unrealized -4.4%
SLF Sun Life Financial Inc 0.0%
Value ($000) $61 Shares 1,074 Est. Cost $52.26 Unrealized +9.1%
ICLN iShares Global Clean Energy ET 0.0%
Value ($000) $61 Shares 5,345 Est. Cost $13.65 Unrealized
PHO Invesco Water Resources ETF 0.0%
Value ($000) $61 Shares 943 Est. Cost $70.54 Unrealized
PIO Invesco Global Water ETF 0.0%
Value ($000) $60 Shares 1,504 Est. Cost $43.08 Unrealized
WBD Warner Bros Discovery Inc 0.0%
Value ($000) $60 Shares 5,615 Est. Cost $8.49 Unrealized +23.2%
SPYV SPDR Portfolio S&P 500 Value E 0.0%
Value ($000) $60 Shares 1,169 Est. Cost $51.78 Unrealized
MTD Mettler Toledo International 0.0%
Value ($000) $59 Shares 50 Est. Cost $1403.70 Unrealized -9.0%
TLTE FlexShares Emerging Mkts Facto 0.0%
Value ($000) $58 Shares 1,112 Est. Cost $57.09 Unrealized
SLQD Ishrs 0-5 Year Inv Grd 0.0%
Value ($000) $58 Shares 1,145 Est. Cost $49.20 Unrealized
CBZ CBIZ, Inc. 0.0%
Value ($000) $57 Shares 750 Est. Cost $72.67 Unrealized +10.7%
RY Royal Bank of Canada 0.0%
Value ($000) $56 Shares 500 Est. Cost $114.81 Unrealized +2.6%
ICVT iShares Convertible Bond ETF 0.0%
Value ($000) $56 Shares 674 Est. Cost $78.59 Unrealized
Kellanova 0.0%
Value ($000) $56 Shares 683 Est. Cost $64.24 Unrealized +24.6%
GLDM Spdr Gold Minishares Etv 0.0%
Value ($000) $56 Shares 908 Est. Cost $52.25 Unrealized
IDV iShares DowJones EPAC Select D 0.0%
Value ($000) $56 Shares 1,790 Est. Cost $27.99 Unrealized
VOOV Vanguard S&P 500 Value ETF 0.0%
Value ($000) $55 Shares 300 Est. Cost $190.72 Unrealized
CCI Crown Castle Inc 0.0%
Value ($000) $55 Shares 530 Est. Cost $90.39 Unrealized -1.4%
OGE Oge Energy Corp 0.0%
Value ($000) $55 Shares 1,200 Est. Cost $41.16 Unrealized +5.7%
AROC Archrock Inc 0.0%
Value ($000) $55 Shares 2,100 Est. Cost $19.23 Unrealized +35.4%
Berkshire Hathaway Cl B 0.0%
Value ($000) $53 Shares 100 Est. Cost $532.58 Unrealized
MSEX Middlesex Water CO 0.0%
Value ($000) $53 Shares 820 Est. Cost $61.99 Unrealized -12.3%
HCA HCA Holdings Inc 0.0%
Value ($000) $52 Shares 150 Est. Cost $362.13 Unrealized -11.8%
OKE Oneok Inc 0.0%
Value ($000) $50 Shares 500 Est. Cost $81.49 Unrealized +16.5%
IYE iShares US Energy ETF 0.0%
Value ($000) $49 Shares 1,002 Est. Cost $44.12 Unrealized
PNC PNC Financial Services Group 0.0%
Value ($000) $49 Shares 280 Est. Cost $167.50 Unrealized +9.5%
NWFL Norwood Financial Corp 0.0%
Value ($000) $49 Shares 2,011 Est. Cost $26.77 Unrealized -4.3%
VDC Vanguard Consumer 0.0%
Value ($000) $49 Shares 222 Est. Cost $199.43 Unrealized
BNS Bank of Nova Scotia Halifax 0.0%
Value ($000) $47 Shares 1,000 Est. Cost $45.71 Unrealized +6.4%
DEO Diageo PLC Spons ADR 0.0%
Value ($000) $47 Shares 450 Est. Cost $140.85 Unrealized
VTWO Vanguard Russell 2000 0.0%
Value ($000) $47 Shares 578 Est. Cost $82.38 Unrealized
RMD Resmed Inc 0.0%
Value ($000) $46 Shares 205 Est. Cost $220.76 Unrealized +4.9%
CP Canadian Pacific Kansas City L 0.0%
Value ($000) $46 Shares 650 Est. Cost $81.43 Unrealized -7.2%
Tri Continental Corp 0.0%
Value ($000) $45 Shares 1,481 Est. Cost $33.04 Unrealized
CFG Citizens Financial Group, Inc. 0.0%
Value ($000) $45 Shares 1,106 Est. Cost $43.22 Unrealized 0.0%
COF Capital One Financial Corp 0.0%
Value ($000) $45 Shares 250 Est. Cost $139.87 Unrealized +33.5%
LCTU Blackrock US Carbon Trns 0.0%
Value ($000) $45 Shares 736 Est. Cost $60.60 Unrealized
OEF Ishares S&P 100 Etf 0.0%
Value ($000) $44 Shares 162 Est. Cost $269.88 Unrealized
PPG Ppg Industries Inc 0.0%
Value ($000) $44 Shares 400 Est. Cost $122.00 Unrealized -7.7%
SPYM Spdr Portfolio S&P 500 0.0%
Value ($000) $44 Shares 663 Est. Cost $61.53 Unrealized
PODD Insulet Corp 0.0%
Value ($000) $43 Shares 165 Est. Cost $205.35 Unrealized +31.8%
Cohen & Steers Qual Inc Rlty 0.0%
Value ($000) $43 Shares 3,430 Est. Cost $14.07 Unrealized
COR Cencora Inc. 0.0%
Value ($000) $43 Shares 153 Est. Cost $229.65 Unrealized +8.7%
PPL Corporation 0.0%
Value ($000) $42 Shares 1,176 Est. Cost $27.10 Unrealized
TFLO Ishares Treasury 0.0%
Value ($000) $42 Shares 832 Est. Cost $50.49 Unrealized
CTAS Cintas Corp 0.0%
Value ($000) $41 Shares 200 Est. Cost $190.88 Unrealized +3.6%
EW Edwards Lifesciences Corp 0.0%
Value ($000) $40 Shares 546 Est. Cost $72.66 Unrealized -1.5%
VPU Vanguard World Fund - Utilities 0.0%
Value ($000) $39 Shares 231 Est. Cost $137.56 Unrealized
HYXF iShares ESG Advanced Hi Yld Co 0.0%
Value ($000) $39 Shares 847 Est. Cost $47.26 Unrealized
SPYD SPDR Portfolio SP 500 High Div 0.0%
Value ($000) $39 Shares 880 Est. Cost $45.65 Unrealized
ET Energy Transfer Equity LP 0.0%
Value ($000) $37 Shares 2,000 Est. Cost $16.05 Unrealized
VLUE iShares Edge MSCI USA Value Fact 0.0%
Value ($000) $37 Shares 345 Est. Cost $103.45 Unrealized
PID Invesco Intl Divi Achi ETF 0.0%
Value ($000) $36 Shares 1,900 Est. Cost $19.78 Unrealized
IFRA iShares U.S. Infrastructure ETF 0.0%
Value ($000) $36 Shares 799 Est. Cost $40.27 Unrealized
CHWY Chewy Inc 0.0%
Value ($000) $36 Shares 1,104 Est. Cost $26.67 Unrealized +34.5%
LNC Lincoln National Corp. 0.0%
Value ($000) $34 Shares 960 Est. Cost $28.82 Unrealized +17.1%
Brookline Bancorp Inc 0.0%
Value ($000) $34 Shares 3,137 Est. Cost $10.12 Unrealized
BIIB Biogen Inc 0.0%
Value ($000) $34 Shares 249 Est. Cost $207.74 Unrealized -31.2%
Royce Micro-Cap Trust, Inc. 0.0%
Value ($000) $34 Shares 4,031 Est. Cost $9.61 Unrealized
CWT California Wtr Svc Group 0.0%
Value ($000) $34 Shares 700 Est. Cost $50.84 Unrealized -13.3%
SCHO Schwab Short-Term US Treasury 0.0%
Value ($000) $34 Shares 1,384 Est. Cost $36.26 Unrealized
SNOW Snowflake Inc 0.0%
Value ($000) $34 Shares 230 Est. Cost $122.97 Unrealized +38.0%
ESGE iShares ESG MSCI EM 0.0%
Value ($000) $33 Shares 946 Est. Cost $34.22 Unrealized
Nuveen Quality Muni Income Fun 0.0%
Value ($000) $33 Shares 2,857 Est. Cost $12.38 Unrealized
COIN Coinbase Global Inc 0.0%
Value ($000) $33 Shares 190 Est. Cost $242.13 Unrealized 0.0%
PBR Petroleo Brasileiro 0.0%
Value ($000) $32 Shares 2,260 Est. Cost $14.59 Unrealized
VOE Vanguard Mid Cap Value 0.0%
Value ($000) $32 Shares 201 Est. Cost $116.04 Unrealized
OBDC Blue Owl Capital Corporation 0.0%
Value ($000) $32 Shares 2,200 Est. Cost $12.69 Unrealized +5.8%
WPM Wheaton Precious Metals Corp 0.0%
Value ($000) $32 Shares 415 Est. Cost $64.34 Unrealized +3.3%
WTRG Essential Utils Inc 0.0%
Value ($000) $32 Shares 800 Est. Cost $39.30 Unrealized -6.5%
VAW Vanguard Materials 0.0%
Value ($000) $31 Shares 166 Est. Cost $194.48 Unrealized
IXG iShares Global Financials ETF 0.0%
Value ($000) $31 Shares 304 Est. Cost $78.58 Unrealized
MTUM Ishares Msci Usa Momntum 0.0%
Value ($000) $31 Shares 155 Est. Cost $156.89 Unrealized
USXF Ishares Esg Advanced MSCI 0.0%
Value ($000) $31 Shares 662 Est. Cost $46.81 Unrealized
ESGD iShares ESG AW MSCI EAFE ETF 0.0%
Value ($000) $31 Shares 377 Est. Cost $84.17 Unrealized
TRMB Trimble Inc 0.0%
Value ($000) $31 Shares 469 Est. Cost $55.86 Unrealized +28.7%
WELL Welltower Inc 0.0%
Value ($000) $30 Shares 195 Est. Cost $95.27 Unrealized +47.3%
SPHR SPHERE ENTERTAINMENT CO CL A 0.0%
Value ($000) $30 Shares 910 Est. Cost $43.04 Unrealized -5.6%
JCPB JPMorgan Core Plus Bond ETF 0.0%
Value ($000) $30 Shares 630 Est. Cost $48.24 Unrealized
Blackrock Core Bond Trust 0.0%
Value ($000) $30 Shares 2,724 Est. Cost $12.04 Unrealized
FBTC Fidelity Wise Origin Bitcoin F 0.0%
Value ($000) $29 Shares 404 Est. Cost $73.25 Unrealized
ETR Entergy Corp 0.0%
Value ($000) $29 Shares 340 Est. Cost $63.28 Unrealized +27.1%
RS Reliance, Inc. 0.0%
Value ($000) $29 Shares 100 Est. Cost $286.37 Unrealized -0.1%
CWB SPDR Bloomberg Conv Sec ETF 0.0%
Value ($000) $29 Shares 374 Est. Cost $76.59 Unrealized
KMI Kinder Morgan Inc 0.0%
Value ($000) $29 Shares 1,000 Est. Cost $19.86 Unrealized +34.5%
HAL Halliburton CO 0.0%
Value ($000) $28 Shares 1,116 Est. Cost $30.10 Unrealized -15.0%
FANG Diamondback Energy Inc 0.0%
Value ($000) $28 Shares 174 Est. Cost $185.12 Unrealized -15.1%
TMFC Motley Fool 100 Index ETF 0.0%
Value ($000) $28 Shares 500 Est. Cost $44.65 Unrealized
VTEB Vanguard Tax Exempt Bd Idx ETF 0.0%
Value ($000) $28 Shares 560 Est. Cost $51.12 Unrealized
HOG Harley Davidson Inc 0.0%
Value ($000) $27 Shares 1,062 Est. Cost $36.11 Unrealized -25.9%
SHYG iShares 0-5 Year High Yield Corp 0.0%
Value ($000) $27 Shares 625 Est. Cost $42.22 Unrealized
BBWI Bath & Body Works Inc 0.0%
Value ($000) $26 Shares 873 Est. Cost $31.52 Unrealized +8.1%
SUSC Ishar Tru Esg Awr Usd 0.0%
Value ($000) $26 Shares 1,142 Est. Cost $23.56 Unrealized
MGK Vanguard Mega Cap Growth 0.0%
Value ($000) $26 Shares 85 Est. Cost $269.38 Unrealized
AOS Smith A O 0.0%
Value ($000) $26 Shares 400 Est. Cost $80.62 Unrealized -17.6%
WAT Waters Corp 0.0%
Value ($000) $26 Shares 70 Est. Cost $325.56 Unrealized +18.9%
AMKAF A P Moeller Maersk Ord 0.0%
Value ($000) $26 Shares 15 Est. Cost $1492.23 Unrealized 0.0%
COMT iShares GSCI Commodity Dynamic R 0.0%
Value ($000) $26 Shares 969 Est. Cost $25.07 Unrealized
ITT Itt Inc 0.0%
Value ($000) $25 Shares 194 Est. Cost $136.13 Unrealized +4.6%
PEY Invesco High Yield Eq Div ETF 0.0%
Value ($000) $25 Shares 1,142 Est. Cost $21.93 Unrealized
SHM SPDR Nuveen Bloomberg Barclays 0.0%
Value ($000) $24 Shares 514 Est. Cost $48.14 Unrealized
EL Lauder Estee Cos Cl-A 0.0%
Value ($000) $24 Shares 365 Est. Cost $92.25 Unrealized -22.8%
ADM Archer-Daniels-Midland Co. 0.0%
Value ($000) $24 Shares 500 Est. Cost $46.80 Unrealized 0.0%
GNRC Generac Hldgs Inc 0.0%
Value ($000) $23 Shares 185 Est. Cost $148.36 Unrealized -3.3%
ILCG Ishares Mrnstar Lrg Cap 0.0%
Value ($000) $23 Shares 286 Est. Cost $75.48 Unrealized
FYX First Trust Small Cap AlphaDEX 0.0%
Value ($000) $23 Shares 257 Est. Cost $91.56 Unrealized
YUMC Yum China Holdings Inc 0.0%
Value ($000) $23 Shares 443 Est. Cost $38.76 Unrealized +23.8%
AZN Astrazeneca PLC Spons ADR 0.0%
Value ($000) $23 Shares 313 Est. Cost $77.91 Unrealized
WOMN Impact Shares YWCA Women's Emp 0.0%
Value ($000) $23 Shares 600 Est. Cost $38.66 Unrealized
VTIP Vanguard Shrt Inf Prot 0.0%
Value ($000) $23 Shares 452 Est. Cost $48.36 Unrealized
MLI Mueller Inds Inc 0.0%
Value ($000) $22 Shares 286 Est. Cost $79.01 Unrealized 0.0%
BITO ProShares Bitcoin Strategy ETF 0.0%
Value ($000) $22 Shares 1,176 Est. Cost $22.47 Unrealized
CDW CDW Corp 0.0%
Value ($000) $21 Shares 129 Est. Cost $230.53 Unrealized -22.2%
DGS WisdomTree Emerging Mkts Small 0.0%
Value ($000) $20 Shares 423 Est. Cost $53.70 Unrealized
SLYG SPDR S&P 600 Smcp Grw ETF 0.0%
Value ($000) $20 Shares 246 Est. Cost $93.11 Unrealized
Blackrock Muniyield NY Quality 0.0%
Value ($000) $20 Shares 2,053 Est. Cost $10.78 Unrealized
Ansys Inc 0.0%
Value ($000) $20 Shares 64 Est. Cost $318.63 Unrealized
O'Shares Global Internet 0.0%
Value ($000) $20 Shares 457 Est. Cost $36.51 Unrealized
NXPI NXP Semiconductors NV 0.0%
Value ($000) $20 Shares 103 Est. Cost $244.07 Unrealized -14.2%
CCL Carnival Corp 0.0%
Value ($000) $20 Shares 1,000 Est. Cost $16.93 Unrealized +40.4%
Pimco Municipal Incm Fd 0.0%
Value ($000) $19 Shares 2,200 Est. Cost $9.33 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 -7.9%
ATO Atmos Energy Corp 0.0%
Value ($000) $19 Shares 122 Est. Cost $143.02 Unrealized 0.0%
Walgreens Boots Alli 0.0%
Value ($000) $19 Shares 1,660 Est. Cost $10.61 Unrealized
VNT Vontier Corp 0.0%
Value ($000) $18 Shares 556 Est. Cost $35.55 Unrealized +2.4%
KD Kyndryl Holdings Inc 0.0%
Value ($000) $18 Shares 563 Est. Cost $19.54 Unrealized +91.8%
HMC Honda Motor Co Ltd 0.0%
Value ($000) $18 Shares 650 Est. Cost $30.91 Unrealized
NTAP Netapp Inc 0.0%
Value ($000) $18 Shares 200 Est. Cost $121.10 Unrealized -10.6%
A Agilent Technologies Inc 0.0%
Value ($000) $18 Shares 150 Est. Cost $135.59 Unrealized -1.2%
Amcor Plc 0.0%
Value ($000) $17 Shares 1,799 Est. Cost $9.64 Unrealized 0.0%
EWD iShares MSCI Sweden Index 0.0%
Value ($000) $17 Shares 414 Est. Cost $43.41 Unrealized
HLN Haleon PLC Spon ADR 0.0%
Value ($000) $17 Shares 1,683 Est. Cost $10.58 Unrealized
TD Toronto Dominion Bank 0.0%
Value ($000) $17 Shares 284 Est. Cost $59.11 Unrealized -1.5%
FSLR First Solar Inc 0.0%
Value ($000) $17 Shares 134 Est. Cost $187.41 Unrealized -16.7%
ETSY Etsy, Inc. 0.0%
Value ($000) $17 Shares 350 Est. Cost $67.32 Unrealized -23.9%
XYZ Block Inc 0.0%
Value ($000) $16 Shares 300 Est. Cost $64.60 Unrealized +15.6%
BC Brunswick Corp 0.0%
Value ($000) $16 Shares 300 Est. Cost $74.88 Unrealized -18.4%
SW Smurfit Westrock Ltd 0.0%
Value ($000) $16 Shares 356 Est. Cost $43.84 Unrealized +13.0%
LVS Las Vegas Sands Corp 0.0%
Value ($000) $16 Shares 412 Est. Cost $39.88 Unrealized +8.8%
ALGN Align Technology Inc 0.0%
Value ($000) $16 Shares 100 Est. Cost $235.95 Unrealized -16.8%
OGN Organon & Co 0.0%
Value ($000) $15 Shares 1,024 Est. Cost $19.43 Unrealized -22.2%
CASY Casey's General Stores Inc 0.0%
Value ($000) $15 Shares 35 Est. Cost $371.29 Unrealized +9.9%
RWO SPDR Dow Jones Global Real Est 0.0%
Value ($000) $15 Shares 342 Est. Cost $47.51 Unrealized
NGG National Grid PLC ADR 0.0%
Value ($000) $15 Shares 226 Est. Cost $68.88 Unrealized
DNP Select Income Fund Inc 0.0%
Value ($000) $15 Shares 1,468 Est. Cost $8.48 Unrealized
KR Kroger CO 0.0%
Value ($000) $14 Shares 210 Est. Cost $52.14 Unrealized +19.4%
SPYG SPDR Portfolio S&P 500 Growth ET 0.0%
Value ($000) $14 Shares 176 Est. Cost $81.64 Unrealized
DRI Darden Restaurants Inc 0.0%
Value ($000) $14 Shares 68 Est. Cost $145.50 Unrealized +29.7%
AMTM Amentum Holdings Inc 0.0%
Value ($000) $14 Shares 775 Est. Cost $25.85 Unrealized -21.2%
ROKU Roku Inc 0.0%
Value ($000) $14 Shares 200 Est. Cost $64.08 Unrealized +24.9%
IYK iShares DJ US Consumer Goods 0.0%
Value ($000) $14 Shares 195 Est. Cost $108.99 Unrealized
OLED Universal Display Co 0.0%
Value ($000) $14 Shares 100 Est. Cost $161.47 Unrealized -8.6%
ANET Arista Networks Inc 0.0%
Value ($000) $14 Shares 180 Est. Cost $101.39 Unrealized 0.0%
Petrochina Co 'H'CNY1 0.0%
Value ($000) $14 Shares 17,000 Est. Cost $0.66 Unrealized
Z Zillow Group Inc Cl C 0.0%
Value ($000) $14 Shares 200 Est. Cost $53.70 Unrealized +42.3%
MGV Vanguard Mega Cap Value 0.0%
Value ($000) $14 Shares 105 Est. Cost $109.37 Unrealized
INGR Ingredion Inc 0.0%
Value ($000) $14 Shares 100 Est. Cost $127.20 Unrealized +3.8%
Nuveen New York Amt-Free Quali 0.0%
Value ($000) $13 Shares 1,306 Est. Cost $11.20 Unrealized
BIP Brookfield Infrastructure Part 0.0%
Value ($000) $13 Shares 450 Est. Cost $35.09 Unrealized
KVUE Kenvue Inc 0.0%
Value ($000) $13 Shares 558 Est. Cost $19.64 Unrealized +8.9%
O'Shares FTSE U.S. Quality Divid 0.0%
Value ($000) $13 Shares 242 Est. Cost $46.09 Unrealized
FDL First Trust Morningstar Div 0.0%
Value ($000) $13 Shares 295 Est. Cost $35.88 Unrealized
DAL Delta Air Lines Inc 0.0%
Value ($000) $13 Shares 289 Est. Cost $42.88 Unrealized +36.7%
FISI Financial Instns Inc 0.0%
Value ($000) $12 Shares 500 Est. Cost $22.38 Unrealized +15.6%
EUAD Select STOXX Europe Aerospace 0.0%
Value ($000) $12 Shares 365 Est. Cost $33.53 Unrealized
JCI Johnson Controls International 0.0%
Value ($000) $12 Shares 152 Est. Cost $68.96 Unrealized +18.3%
ARTY Ishare Robot Artif Intel 0.0%
Value ($000) $12 Shares 387 Est. Cost $33.09 Unrealized
DFJ WisdomTree Japan SmallCap Divi 0.0%
Value ($000) $12 Shares 153 Est. Cost $80.66 Unrealized
DYNF Blackrock US Eqy Fctr 0.0%
Value ($000) $12 Shares 245 Est. Cost $48.76 Unrealized
PTLO Portillos Inc 0.0%
Value ($000) $12 Shares 1,000 Est. Cost $15.45 Unrealized -15.8%
BOTZ Global X Robotics Artfcl 0.0%
Value ($000) $12 Shares 414 Est. Cost $30.74 Unrealized
IDA Idacorp Inc 0.0%
Value ($000) $12 Shares 100 Est. Cost $99.87 Unrealized +12.2%
NBIX Neurocrine Biosciences Inc 0.0%
Value ($000) $12 Shares 105 Est. Cost $137.09 Unrealized -7.6%
CG The Carlyle Group Inc. 0.0%
Value ($000) $12 Shares 266 Est. Cost $30.71 Unrealized +56.7%
EWT iShares MSCI Taiwan ETF 0.0%
Value ($000) $12 Shares 244 Est. Cost $53.87 Unrealized
BEPC Brookfield Renewable Corp Cl A 0.0%
Value ($000) $11 Shares 400 Est. Cost $26.31 Unrealized 0.0%
STLA Stellantis N.V ADR 0.0%
Value ($000) $11 Shares 1,000 Est. Cost $13.05 Unrealized
EMB iShares J.P. Morgan USD Emerging 0.0%
Value ($000) $11 Shares 122 Est. Cost $89.57 Unrealized
Invesco Muni Income Opp Trust 0.0%
Value ($000) $11 Shares 1,824 Est. Cost $6.86 Unrealized
JPST JPMorgan Ultra-Short Income ET 0.0%
Value ($000) $11 Shares 216 Est. Cost $50.26 Unrealized
LRCX Lam Research Corporation 0.0%
Value ($000) $11 Shares 150 Est. Cost $78.11 Unrealized 0.0%
VALU Value Line, Inc. 0.0%
Value ($000) $11 Shares 280 Est. Cost $44.01 Unrealized -6.4%
CELH Celsius Holdings Inc 0.0%
Value ($000) $11 Shares 300 Est. Cost $27.25 Unrealized 0.0%
SYF Synchrony Financial 0.0%
Value ($000) $11 Shares 200 Est. Cost $30.33 Unrealized +100.8%
CRWD Crowdstrike Hldgs Inc 0.0%
Value ($000) $11 Shares 30 Est. Cost $381.06 Unrealized 0.0%
ENOR iShares MSCI Norway Capped 0.0%
Value ($000) $11 Shares 405 Est. Cost $24.49 Unrealized
EWL iShares MSCI Switzerland Index 0.0%
Value ($000) $10 Shares 200 Est. Cost $52.10 Unrealized
EFNL iShares MSCI Finland Capped 0.0%
Value ($000) $10 Shares 276 Est. Cost $37.88 Unrealized
DJT Digital World Acquisitio 0.0%
Value ($000) $10 Shares 516 Est. Cost $16.32 Unrealized +72.1%
VTRS Viatris Inc 0.0%
Value ($000) $10 Shares 1,151 Est. Cost $8.81 Unrealized +13.8%
NTRS Northern Tr Corp 0.0%
Value ($000) $10 Shares 100 Est. Cost $84.00 Unrealized +23.2%
Pimco Dynamic Income Cf 0.0%
Value ($000) $10 Shares 487 Est. Cost $17.95 Unrealized
FTNT Fortinet Inc 0.0%
Value ($000) $10 Shares 100 Est. Cost $68.31 Unrealized +48.4%
CHMG Chemung Finl Crp 0.0%
Value ($000) $10 Shares 200 Est. Cost $45.03 Unrealized +6.2%
SCHE Schwab Emerging Markets 0.0%
Value ($000) $9 Shares 342 Est. Cost $29.15 Unrealized
Invesco California Value Muni 0.0%
Value ($000) $9 Shares 874 Est. Cost $10.89 Unrealized
VFC V.F. Corp 0.0%
Value ($000) $9 Shares 595 Est. Cost $16.74 Unrealized +32.3%
WHR Whirlpool Corporation 0.0%
Value ($000) $9 Shares 100 Est. Cost $100.51 Unrealized +5.5%
ELVA Electrovaya Inc New 0.0%
Value ($000) $9 Shares 3,696 Est. Cost $2.25 Unrealized +9.7%
EWY iShares MSCI South Korea Index 0.0%
Value ($000) $8 Shares 157 Est. Cost $63.96 Unrealized
LOGI Logitech International S.A. 0.0%
Value ($000) $8 Shares 100 Est. Cost $86.47 Unrealized +7.3%
ARKQ ARK Autonomous Tech & Robotics E 0.0%
Value ($000) $8 Shares 126 Est. Cost $66.26 Unrealized
OMC Omnicom Group 0.0%
Value ($000) $8 Shares 100 Est. Cost $91.91 Unrealized -12.3%
AEP American Elec Pwr Inc 0.0%
Value ($000) $8 Shares 75 Est. Cost $93.04 Unrealized +5.8%
PSA Public Storage Inc REIT 0.0%
Value ($000) $8 Shares 27 Est. Cost $306.57 Unrealized -6.2%
WAL Western Alliance Bancorporation 0.0%
Value ($000) $8 Shares 104 Est. Cost $48.09 Unrealized +71.0%
SOLV Solventum Corp 0.0%
Value ($000) $8 Shares 101 Est. Cost $60.23 Unrealized +23.7%
NXT Nextracker Inc Cl A 0.0%
Value ($000) $8 Shares 179 Est. Cost $44.46 Unrealized 0.0%
OPPE WisdomTree Europe Hedged Small 0.0%
Value ($000) $8 Shares 178 Est. Cost $38.99 Unrealized
BTI British American Tobacco PLC A 0.0%
Value ($000) $7 Shares 173 Est. Cost $41.37 Unrealized
BABA Alibaba Group Hldg Ltd 0.0%
Value ($000) $7 Shares 54 Est. Cost $132.22 Unrealized
SRE Sempra 0.0%
Value ($000) $7 Shares 100 Est. Cost $66.74 Unrealized +13.2%
GPK Graphic Packaging Holding Compan 0.0%
Value ($000) $7 Shares 269 Est. Cost $22.41 Unrealized +19.4%
LCTD Blackrock Wrld Ex US 0.0%
Value ($000) $7 Shares 150 Est. Cost $46.19 Unrealized
SPDR Bloomberg Barclays High Yie 0.0%
Value ($000) $7 Shares 72 Est. Cost $94.73 Unrealized
EWJ Ishares Msci Japan ETF 0.0%
Value ($000) $7 Shares 100 Est. Cost $71.54 Unrealized
PAWZ Proshares Trust Pet Care ETF 0.0%
Value ($000) $7 Shares 130 Est. Cost $59.65 Unrealized
Wolfspeed Inc 0.0%
Value ($000) $7 Shares 2,200 Est. Cost $5.02 Unrealized
RYN Rayonier Inc REIT 0.0%
Value ($000) $7 Shares 240 Est. Cost $27.88 Unrealized
ZG Zillow Group Inc 0.0%
Value ($000) $7 Shares 100 Est. Cost $52.05 Unrealized +42.0%
TTWO Take Two Interactv 0.0%
Value ($000) $7 Shares 32 Est. Cost $149.20 Unrealized +33.9%
Barrick Gold Corp ADR 0.0%
Value ($000) $7 Shares 336 Est. Cost $19.89 Unrealized
GT Goodyear Tire & Rubber 0.0%
Value ($000) $7 Shares 705 Est. Cost $13.29 Unrealized -31.2%
Eaton Vance Tax Man Gl D 0.0%
Value ($000) $7 Shares 800 Est. Cost $7.72 Unrealized
ALC Alcon Inc 0.0%
Value ($000) $7 Shares 69 Est. Cost $92.71 Unrealized -3.6%
XPCKX PIMCO California Municipal Inc 0.0%
Value ($000) $6 Shares 1,131 Est. Cost $6.28 Unrealized
SPH Suburban Propane Partners LP 0.0%
Value ($000) $6 Shares 300 Est. Cost $17.94 Unrealized
EDEN iShares MSCI Denmark ETF 0.0%
Value ($000) $6 Shares 60 Est. Cost $127.02 Unrealized
RIVN Rivian Automotive, Inc. 0.0%
Value ($000) $6 Shares 500 Est. Cost $14.71 Unrealized -14.4%
VWDRY Vestas Wind Sys As Utd 0.0%
Value ($000) $6 Shares 1,350 Est. Cost $10.49 Unrealized
TMP Tompkins Financial Corporation 0.0%
Value ($000) $6 Shares 95 Est. Cost $53.79 Unrealized +19.4%
SIRI Siriusxm Holdings Inc 0.0%
Value ($000) $6 Shares 250 Est. Cost $25.50 Unrealized -7.6%
New York Cmnty Banco 0.0%
Value ($000) $5 Shares 466 Est. Cost $8.23 Unrealized
OXY/WS Occidental Pete Corp Wt Exp 08 0.0%
Value ($000) $5 Shares 193 Est. Cost $29.72 Unrealized
TAN Invesco Solar ETF 0.0%
Value ($000) $5 Shares 175 Est. Cost $43.11 Unrealized
GNR SPDR Global Nat Resources 0.0%
Value ($000) $5 Shares 100 Est. Cost $53.25 Unrealized
ARE Alexandria Real Estate Equitie 0.0%
Value ($000) $5 Shares 56 Est. Cost $109.24 Unrealized -15.8%
WEN Wendy's International Inc. 0.0%
Value ($000) $5 Shares 349 Est. Cost $19.12 Unrealized -21.3%
VEEV Veeva Sys Inc 0.0%
Value ($000) $5 Shares 22 Est. Cost $197.66 Unrealized +15.6%
NEM Newmont Mining Corp. 0.0%
Value ($000) $5 Shares 105 Est. Cost $36.81 Unrealized +17.5%
QSR Restaurant Brands 0.0%
Value ($000) $5 Shares 76 Est. Cost $69.56 Unrealized -7.3%
MTN Vail Resorts Inc 0.0%
Value ($000) $5 Shares 32 Est. Cost $184.79 Unrealized -10.1%
SCE Trust II Trust Preferred 0.0%
Value ($000) $5 Shares 275 Est. Cost $20.61 Unrealized
GM General Motors CO 0.0%
Value ($000) $5 Shares 100 Est. Cost $44.69 Unrealized +9.2%
BIDU Baidu Inc 0.0%
Value ($000) $5 Shares 50 Est. Cost $92.04 Unrealized
Lexington Realty C PFD Series C 0.0%
Value ($000) $5 Shares 100 Est. Cost $48.37 Unrealized
Viacomcbs Inc 0.0%
Value ($000) $5 Shares 381 Est. Cost $14.66 Unrealized
NOV NOV Inc 0.0%
Value ($000) $5 Shares 299 Est. Cost $17.75 Unrealized -15.7%
DECK Deckers Outdoor Corp 0.0%
Value ($000) $4 Shares 40 Est. Cost $161.52 Unrealized 0.0%
OXSQ Oxford Square Cap Corp 0.0%
Value ($000) $4 Shares 1,666 Est. Cost $2.69 Unrealized 0.0%
AVB Avalonbay Communities Inc REIT 0.0%
Value ($000) $4 Shares 20 Est. Cost $205.33 Unrealized +2.1%
SUSB Ishares Esg Awr 1-5 Y 0.0%
Value ($000) $4 Shares 166 Est. Cost $25.16 Unrealized
BINC Blackrock Flexible 0.0%
Value ($000) $4 Shares 79 Est. Cost $52.38 Unrealized
SHOP Shopify Inc. 0.0%
Value ($000) $4 Shares 40 Est. Cost $63.86 Unrealized +70.6%
NCLH Norwegian Cruise Line Holdings 0.0%
Value ($000) $4 Shares 200 Est. Cost $18.16 Unrealized +32.6%
DVN Devon Energy Corporation 0.0%
Value ($000) $4 Shares 100 Est. Cost $41.80 Unrealized -17.3%
MFC Manulife Finl Corp ADR 0.0%
Value ($000) $4 Shares 118 Est. Cost $26.86 Unrealized +12.5%
LW Lamb Weston Holdings Inc 0.0%
Value ($000) $4 Shares 66 Est. Cost $63.91 Unrealized -13.3%
MC Moelis & Company 0.0%
Value ($000) $3 Shares 59 Est. Cost $43.48 Unrealized +54.8%
ERIC Telefonaktiebolaget LM Ericsson 0.0%
Value ($000) $3 Shares 437 Est. Cost $6.30 Unrealized
AOM iShares Core Moderate Allocation 0.0%
Value ($000) $3 Shares 75 Est. Cost $41.51 Unrealized
LVMUY Lvmh Moet Hennessy Lou 0.0%
Value ($000) $3 Shares 25 Est. Cost $162.44 Unrealized
BROS Dutch Bros Inc 0.0%
Value ($000) $3 Shares 50 Est. Cost $27.24 Unrealized +141.8%
CNMD Conmed Corp 0.0%
Value ($000) $3 Shares 51 Est. Cost $63.80 Unrealized 0.0%
VIK Viking Holdings Ltd 0.0%
Value ($000) $3 Shares 75 Est. Cost $34.22 Unrealized +34.8%
LYFT Lyft Inc 0.0%
Value ($000) $3 Shares 250 Est. Cost $11.64 Unrealized +11.8%
VRT Vertiv Holdings Co 0.0%
Value ($000) $3 Shares 40 Est. Cost $106.29 Unrealized 0.0%
CAG Conagra Brands Inc 0.0%
Value ($000) $3 Shares 103 Est. Cost $28.24 Unrealized -13.6%
ETHE Grayscale Ethereum Trust ETF 0.0%
Value ($000) $3 Shares 180 Est. Cost $28.02 Unrealized
SCHB Schwab US Broad Market 0.0%
Value ($000) $3 Shares 126 Est. Cost $33.96 Unrealized
DELL Dell Technologies Inc Cl C 0.0%
Value ($000) $3 Shares 28 Est. Cost $113.89 Unrealized -8.5%
The AES Corporation 0.0%
Value ($000) $2 Shares 200 Est. Cost $12.42 Unrealized
Brookfield Renewable Corporation 0.0%
Value ($000) $2 Shares 86 Est. Cost $27.92 Unrealized
LUV Southwest Airlines Co. 0.0%
Value ($000) $2 Shares 70 Est. Cost $28.05 Unrealized +10.6%
TK Teekay Corporation (BM) 0.0%
Value ($000) $2 Shares 350 Est. Cost $6.91 Unrealized 0.0%
HST Host Hotels & Resorts, Inc REI 0.0%
Value ($000) $2 Shares 157 Est. Cost $15.31 Unrealized 0.0%
EAGG iShares ESG U.S. Aggregate Bond 0.0%
Value ($000) $2 Shares 46 Est. Cost $47.59 Unrealized
VRTS Virtus Investment Partners, Inc. 0.0%
Value ($000) $2 Shares 12 Est. Cost $179.86 Unrealized +0.1%
BGS B & G Foods Inc 0.0%
Value ($000) $2 Shares 300 Est. Cost $5.70 Unrealized 0.0%
EUSB Ishares Esg Advnc Ttl 0.0%
Value ($000) $2 Shares 47 Est. Cost $44.30 Unrealized
NNOX Nano X Imaging Ltd 0.0%
Value ($000) $2 Shares 400 Est. Cost $7.10 Unrealized -2.5%
IXC iShares Global Energy 0.0%
Value ($000) $2 Shares 46 Est. Cost $42.23 Unrealized
AllianceBernstein Gl High IncFun 0.0%
Value ($000) $2 Shares 175 Est. Cost $10.73 Unrealized
IEP Icahn Enterprise LP 0.0%
Value ($000) $2 Shares 200 Est. Cost $13.52 Unrealized
Synovus Financial Corp. 0.0%
Value ($000) $2 Shares 37 Est. Cost $44.19 Unrealized
ILMN Illumina Inc 0.0%
Value ($000) $2 Shares 20 Est. Cost $123.37 Unrealized -12.3%
Aptiv Plc 0.0%
Value ($000) $1 Shares 25 Est. Cost $59.52 Unrealized
VVX Vectrus Inc 0.0%
Value ($000) $1 Shares 30 Est. Cost $49.02 Unrealized 0.0%
HOOD Robinhood Mkts Inc 0.0%
Value ($000) $1 Shares 35 Est. Cost $47.54 Unrealized 0.0%
PHYL Pgim Active High Yield 0.0%
Value ($000) $1 Shares 35 Est. Cost $34.83 Unrealized
BRCC Brc Inc 0.0%
Value ($000) $1 Shares 575 Est. Cost $2.55 Unrealized 0.0%
CAVA Cava Group Inc 0.0%
Value ($000) $1 Shares 13 Est. Cost $108.42 Unrealized 0.0%
UA Under Armour Inc 0.0%
Value ($000) $1 Shares 185 Est. Cost $8.04 Unrealized -15.3%
ONON On Hldg Ag 0.0%
Value ($000) $1 Shares 25 Est. Cost $52.56 Unrealized 0.0%
VAC Marriott Vacations Wrldwde Cp 0.0%
Value ($000) $1 Shares 17 Est. Cost $79.49 Unrealized 0.0%
JBLU JetBlue Airways Corporation 0.0%
Value ($000) $1 Shares 215 Est. Cost $6.25 Unrealized +5.2%
QCLN FirstTrust NASDAQ Clean Edge Gre 0.0%
Value ($000) $1 Shares 35 Est. Cost $42.17 Unrealized
BIZD VanEck BDC Income ETF 0.0%
Value ($000) $1 Shares 59 Est. Cost $16.25 Unrealized
FLG Flagstar Financial, Inc. 0.0%
Value ($000) $1 Shares 83 Est. Cost $10.86 Unrealized +3.2%
SVZRF Svitzer Group A S Ord 0.0%
Value ($000) $1 Shares 30 Est. Cost $41.83 Unrealized
LIT Global X Lithium Battery 0.0%
Value ($000) $1 Shares 24 Est. Cost $50.94 Unrealized
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 -15.0%
Chimera Investment 0.0%
Value ($000) $1 Shares 66 Est. Cost $12.83 Unrealized
IHG Intercontinental Hotels Group 0.0%
Value ($000) $1 Shares 7 Est. Cost $110.43 Unrealized
NXDR Nextdoor Hldgs Inc 0.0%
Value ($000) $1 Shares 500 Est. Cost $1.76 Unrealized +26.6%
MUX McEwen Mining Inc 0.0%
Value ($000) $1 Shares 100 Est. Cost $9.23 Unrealized -15.6%
SSRM SSR Mining Inc. 0.0%
Value ($000) $1 Shares 75 Est. Cost $6.22 Unrealized +48.3%
CHTR Charter Communications Inc Cl 0.0%
Value ($000) $1 Shares 2 Est. Cost $357.69 Unrealized 0.0%
CSWC Capital Southwest Corp 0.0%
Value ($000) $1 Shares 30 Est. Cost $19.85 Unrealized 0.0%
BHF Brighthouse Financial, Inc. 0.0%
Value ($000) $1 Shares 11 Est. Cost $55.85 Unrealized 0.0%
SPMO Invsc S P 500 Momentum 0.0%
Value ($000) $1 Shares 6 Est. Cost $92.50 Unrealized
AMBA Ambarella Inc 0.0%
Value ($000) $1 Shares 10 Est. Cost $68.45 Unrealized 0.0%
VALE Vale Sa 0.0%
Value ($000) $0 Shares 50 Est. Cost $8.88 Unrealized
SDZNY Sandoz Group Ag 0.0%
Value ($000) $0 Shares 11 Est. Cost $32.00 Unrealized
Ouster Inc 0.0%
Value ($000) $0 Shares 50 Est. Cost $7.68 Unrealized
RYAM Rayonier Advanced Matls Inc 0.0%
Value ($000) $0 Shares 76 Est. Cost $7.02 Unrealized 0.0%
UAA Under Armour, Inc. 0.0%
Value ($000) $0 Shares 50 Est. Cost $7.69 Unrealized -3.2%
ETH Grayscale Ethereum Mini Trust ET 0.0%
Value ($000) $0 Shares 18 Est. Cost $31.50 Unrealized
SONO Sonos, Inc. 0.0%
Value ($000) $0 Shares 25 Est. Cost $13.46 Unrealized -2.4%
TDW Tidewater Inc New 0.0%
Value ($000) $0 Shares 6 Est. Cost $49.72 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
Better Choice Co Inc 0.0%
Value ($000) $0 Shares 114 Est. Cost $1.72 Unrealized
Greenpower Motor Co 0.0%
Value ($000) $0 Shares 356 Est. Cost $3.13 Unrealized
LE Lands End Inc 0.0%
Value ($000) $0 Shares 14 Est. Cost $11.92 Unrealized 0.0%
DOCU Docusign Inc 0.0%
Value ($000) $0 Shares 1 Est. Cost $56.04 Unrealized +56.3%
GRAL Grail Inc 0.0%
Value ($000) $0 Shares 3 Est. Cost $15.16 Unrealized +103.8%
PLUG Plug Power Inc 0.0%
Value ($000) $0 Shares 50 Est. Cost $2.18 Unrealized -12.8%
CRSP Crispr Therapeutic 0.0%
Value ($000) $0 Shares 2 Est. Cost $50.74 Unrealized -16.5%
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
ACB Aurora Cannabis Inc 0.0%
Value ($000) $0 Shares 11 Est. Cost $5.92 Unrealized -20.2%
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
OCGN Ocugen, Inc. 0.0%
Value ($000) $0 Shares 50 Est. Cost $0.92 Unrealized -24.5%
CRON Cronos Group Inc 0.0%
Value ($000) $0 Shares 10 Est. Cost $1.93 Unrealized 0.0%
BYND Beyond Meat Inc 0.0%
Value ($000) $0 Shares 5 Est. Cost $3.68 Unrealized 0.0%
Allbirds Inc 0.0%
Value ($000) $0 Shares 2 Est. Cost $6.50 Unrealized
Canopy Growth Corp 0.0%
Value ($000) $0 Shares 2 Est. Cost $1.00 Unrealized
Sunpower Corp 0.0%
Value ($000) $0 Shares 6 Est. Cost $4.83 Unrealized
Generex Biotech Corp Xxx 0.0%
Value ($000) $0 Shares 235 Est. Cost Unrealized
TCEC TransCoastal Corporation 0.0%
Value ($000) $0 Shares 243,486 Est. Cost $0.00 Unrealized 0.0%
HMBL HUMBL, Inc. 0.0%
Value ($000) $0 Shares 125 Est. Cost $0.00 Unrealized +3.7%
Medclean Tech Inc Xxx 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
Savient Pharmaceuticaxxx 0.0%
Value ($000) $0 Shares 500 Est. Cost Unrealized
Hereuare Inc 0.0%
Value ($000) $0 Shares 7 Est. Cost Unrealized
HCMC Healthier Choices Manage 0.0%
Value ($000) $0 Shares 500,000 Est. Cost $0.00 Unrealized +15.5%
HMNY Helios & Matheson Analyt 0.0%
Value ($000) $0 Shares 15,000 Est. Cost $0.00 Unrealized +17.4%
Advanced Sys Enterprises 0.0%
Value ($000) $0 Shares 1,000 Est. Cost Unrealized
Altaba Inc Xxx 0.0%
Value ($000) $0 Shares 33 Est. Cost Unrealized
FLWPF Flowr Corp New 0.0%
Value ($000) $0 Shares 100 Est. Cost $0.00 Unrealized -80.8%
Alterrus Systems Inc Xxx 0.0%
Value ($000) $0 Shares 22 Est. Cost Unrealized
PREDQ Predictive Technology Group, Inc 0.0%
Value ($000) $0 Shares 5 Est. Cost $0.00 Unrealized -54.3%
VSTCQ Vision Technology Co 0.0%
Value ($000) $0 Shares 100 Est. Cost $0.00 Unrealized 0.0%
Nugenerex Immuno-Oncoxxx 0.0%
Value ($000) $0 Shares 42 Est. Cost Unrealized
Nugenerex Immuno-Oncolog 0.0%
Value ($000) $0 Shares 67 Est. Cost Unrealized