NBT BANK N A /NY Diversified Active

CIK: 0000898413 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Jul 23, 2025

Total Value ($000): $1,456,496 (100.0% shares, 0.0% debt)

Holdings (820)

MSFT Microsoft Corp 7.1%
Value ($000) $103,681 Shares 208,442 Est. Cost $209.24 Unrealized +106.6%
AAPL Apple Inc 4.0%
Value ($000) $58,641 Shares 285,813 Est. Cost $121.50 Unrealized +65.8%
JPM J P Morgan Chase & Co 2.6%
Value ($000) $38,408 Shares 132,483 Est. Cost $76.81 Unrealized +229.0%
GUNR FlexShares Mstar Glbl Upstrm N 2.6%
Value ($000) $38,134 Shares 950,745 Est. Cost $32.59 Unrealized
EFG iShares MSCI EAFE Growth 2.1%
Value ($000) $30,288 Shares 270,429 Est. Cost $84.78 Unrealized
GOOGL Alphabet Inc Cl A 1.9%
Value ($000) $27,909 Shares 158,370 Est. Cost $125.41 Unrealized +30.2%
GOOG Alphabet Inc Cl C 1.9%
Value ($000) $27,548 Shares 155,298 Est. Cost $120.37 Unrealized +36.9%
TT Trane Technologies Plc ADR 1.8%
Value ($000) $26,564 Shares 60,731 Est. Cost $195.76 Unrealized +100.8%
AMZN Amazon.Com Inc 1.5%
Value ($000) $21,730 Shares 99,047 Est. Cost $138.02 Unrealized +43.4%
LOW Lowes Companies Inc 1.5%
Value ($000) $21,256 Shares 95,806 Est. Cost $118.00 Unrealized +87.0%
PG Procter & Gamble CO 1.4%
Value ($000) $20,926 Shares 131,346 Est. Cost $98.45 Unrealized +63.3%
IUSG Ishares Core S&P US 1.4%
Value ($000) $19,868 Shares 132,102 Est. Cost $111.66 Unrealized
MCD Mc Donalds Corp 1.3%
Value ($000) $18,983 Shares 64,973 Est. Cost $151.29 Unrealized +100.6%
XOM Exxon Mobil Corporation 1.3%
Value ($000) $18,883 Shares 175,168 Est. Cost $66.17 Unrealized +58.0%
BRK/B Berkshire Hathaway Inc Cl B 1.2%
Value ($000) $17,739 Shares 36,517 Est. Cost $287.46 Unrealized +76.7%
VTI Vanguard Total Stock 1.2%
Value ($000) $17,594 Shares 57,888 Est. Cost $251.78 Unrealized
VTV Vanguard Value ETF 1.2%
Value ($000) $17,524 Shares 99,151 Est. Cost $157.77 Unrealized
JNJ Johnson & Johnson 1.2%
Value ($000) $17,224 Shares 112,761 Est. Cost $96.37 Unrealized +56.5%
CAT Caterpillar Inc 1.1%
Value ($000) $16,372 Shares 42,173 Est. Cost $231.10 Unrealized +43.2%
DE Deere & CO 1.1%
Value ($000) $16,308 Shares 32,072 Est. Cost $271.73 Unrealized +78.4%
COST Costco Wholesale Corp 1.0%
Value ($000) $14,904 Shares 15,055 Est. Cost $478.02 Unrealized +107.3%
ABT Abbott Laboratories 1.0%
Value ($000) $14,391 Shares 105,811 Est. Cost $64.67 Unrealized +102.0%
IGSB Ishares 1-5 Year Investment Grade Corp Bond Etf 0.9%
Value ($000) $13,101 Shares 248,321 Est. Cost $50.34 Unrealized
IBM Intl Business Machine Corp 0.9%
Value ($000) $12,709 Shares 43,113 Est. Cost $122.85 Unrealized +106.6%
WMT Wal Mart Inc 0.9%
Value ($000) $12,706 Shares 129,947 Est. Cost $52.62 Unrealized +80.1%
ADP Auto Data Processing 0.9%
Value ($000) $12,612 Shares 40,896 Est. Cost $144.11 Unrealized +109.8%
RTX Raytheon Technologies Co 0.9%
Value ($000) $12,575 Shares 86,117 Est. Cost $64.98 Unrealized +102.8%
CVX Chevron Corp. 0.8%
Value ($000) $12,257 Shares 85,598 Est. Cost $94.37 Unrealized +45.2%
NVDA Nvidia Corp 0.8%
Value ($000) $11,731 Shares 74,253 Est. Cost $95.38 Unrealized +31.9%
ORCL Oracle Corp. 0.8%
Value ($000) $11,215 Shares 51,295 Est. Cost $52.92 Unrealized +203.8%
SDY SPDR S&P Dividend ETF 0.8%
Value ($000) $11,183 Shares 82,392 Est. Cost $75.46 Unrealized
NBTB NBT Bancorp Inc 0.8%
Value ($000) $11,169 Shares 268,807 Est. Cost $32.07 Unrealized +29.8%
CSCO Cisco Systems Inc 0.8%
Value ($000) $11,091 Shares 159,858 Est. Cost $29.82 Unrealized +102.5%
STIP iShares 0-5 Year TIPS Bond ETF 0.7%
Value ($000) $10,648 Shares 103,466 Est. Cost $100.24 Unrealized
SPGI S&P Global Inc 0.7%
Value ($000) $10,255 Shares 19,448 Est. Cost $404.63 Unrealized +22.7%
PEP Pepsico Inc 0.7%
Value ($000) $10,238 Shares 77,534 Est. Cost $98.38 Unrealized +33.2%
ABBV Abbvie Inc 0.7%
Value ($000) $10,017 Shares 53,966 Est. Cost $80.70 Unrealized +126.4%
MDY Midcap SPDR Trust Series 1 0.6%
Value ($000) $9,362 Shares 16,526 Est. Cost $232.99 Unrealized
VCSH Vanguard Short Term Corp Bond 0.6%
Value ($000) $8,989 Shares 113,065 Est. Cost $77.13 Unrealized
SPY SPDR S&P 500 ETF Trust 0.6%
Value ($000) $8,736 Shares 14,139 Est. Cost $215.87 Unrealized
VOO Vanguard S&P 500 ETF 0.6%
Value ($000) $8,721 Shares 15,353 Est. Cost $436.58 Unrealized
UNP Union Pac Corp 0.6%
Value ($000) $8,524 Shares 37,047 Est. Cost $83.32 Unrealized +162.2%
DHR Danaher Corp 0.6%
Value ($000) $8,514 Shares 43,098 Est. Cost $126.46 Unrealized +52.6%
LLY Lilly Eli & CO 0.6%
Value ($000) $8,300 Shares 10,648 Est. Cost $264.72 Unrealized +192.2%
GWW Grainger W W Inc 0.6%
Value ($000) $8,284 Shares 7,964 Est. Cost $556.66 Unrealized +85.6%
TJX The TJX Companies, Inc. 0.6%
Value ($000) $8,278 Shares 67,032 Est. Cost $41.31 Unrealized +204.7%
AGG Ishares Core Total U.S. Aggreg 0.6%
Value ($000) $8,178 Shares 82,442 Est. Cost $99.48 Unrealized
MRK Merck & CO Inc 0.5%
Value ($000) $7,581 Shares 95,772 Est. Cost $63.87 Unrealized +21.2%
SHY Ishares 1-3 Year Treasury ETF 0.5%
Value ($000) $7,568 Shares 91,339 Est. Cost $81.91 Unrealized
SCHD Schwab US Dividend 0.5%
Value ($000) $7,558 Shares 285,193 Est. Cost $37.18 Unrealized
NFRA FlexShares STOXX Glbl Brd Infr 0.5%
Value ($000) $7,521 Shares 121,541 Est. Cost $52.76 Unrealized
IWM iShares Russell 2000 0.5%
Value ($000) $7,481 Shares 34,669 Est. Cost $113.82 Unrealized
DIS Disney Walt CO New 0.5%
Value ($000) $7,283 Shares 58,727 Est. Cost $69.43 Unrealized +48.1%
IEFA Ishares Core Msci Eafe ETF 0.5%
Value ($000) $7,214 Shares 86,420 Est. Cost $60.52 Unrealized
GS Goldman Sachs Group Inc 0.5%
Value ($000) $6,990 Shares 9,876 Est. Cost $241.86 Unrealized +136.4%
EFA Ishares Msci Eafe ETF 0.5%
Value ($000) $6,843 Shares 76,550 Est. Cost $62.71 Unrealized
HON Honeywell International Inc 0.5%
Value ($000) $6,648 Shares 28,545 Est. Cost $95.84 Unrealized +108.3%
META Meta Platforms Inc 0.5%
Value ($000) $6,582 Shares 8,917 Est. Cost $211.08 Unrealized +192.1%
KO The Coca-Cola Company 0.4%
Value ($000) $6,479 Shares 91,569 Est. Cost $44.09 Unrealized +58.3%
IXUS IShares Core MSCI Total Intl S 0.4%
Value ($000) $6,377 Shares 82,489 Est. Cost $66.69 Unrealized
IJT Ishares S&P Smallcap/600 Growt 0.4%
Value ($000) $6,255 Shares 47,017 Est. Cost $128.50 Unrealized
NEE Nextera Energy Inc 0.4%
Value ($000) $6,157 Shares 88,685 Est. Cost $60.28 Unrealized +13.0%
VBR Vanguard Small Cap Value ETF 0.4%
Value ($000) $6,148 Shares 31,529 Est. Cost $186.33 Unrealized
AOR iShares Core Growth ETF 0.4%
Value ($000) $6,087 Shares 98,865 Est. Cost $54.59 Unrealized
PANW Palo Alto Networks 0.4%
Value ($000) $6,071 Shares 29,665 Est. Cost $160.23 Unrealized +15.9%
V Visa Inc Cl A 0.4%
Value ($000) $6,041 Shares 17,015 Est. Cost $157.42 Unrealized +120.4%
NFLX Netflix Inc 0.4%
Value ($000) $5,969 Shares 4,457 Est. Cost $61.20 Unrealized +84.7%
HYG Ishares Iboxx $ High Yield Corporate Bond Etf 0.4%
Value ($000) $5,745 Shares 71,233 Est. Cost $79.22 Unrealized
HD Home Depot Inc 0.4%
Value ($000) $5,636 Shares 15,372 Est. Cost $196.18 Unrealized +81.4%
ANGL Vaneck Faln Angl Hy Bnd 0.4%
Value ($000) $5,632 Shares 192,341 Est. Cost $29.05 Unrealized
PM Philip Morris International 0.4%
Value ($000) $5,590 Shares 30,693 Est. Cost $51.40 Unrealized +225.7%
TLT iShares 20 Year Treasury Bond 0.4%
Value ($000) $5,501 Shares 62,329 Est. Cost $96.08 Unrealized
NYF Ishares New York Muni Bond ETF 0.4%
Value ($000) $5,486 Shares 105,220 Est. Cost $53.01 Unrealized
AXP American Express CO 0.4%
Value ($000) $5,441 Shares 17,059 Est. Cost $140.85 Unrealized +98.3%
GD General Dynamics Corp 0.4%
Value ($000) $5,292 Shares 18,146 Est. Cost $226.30 Unrealized +20.4%
MRSH Marsh & Mc Lennan Co 0.4%
Value ($000) $5,208 Shares 23,822 Est. Cost $181.23 Unrealized +23.2%
QCOM Qualcomm Inc 0.4%
Value ($000) $5,202 Shares 32,666 Est. Cost $47.07 Unrealized +208.1%
BMO Bank Montreal Quebec 0.4%
Value ($000) $5,099 Shares 46,087 Est. Cost $98.40 Unrealized +1.0%
IVV iShares Core S&P 500 0.3%
Value ($000) $4,978 Shares 8,018 Est. Cost $478.71 Unrealized
IR Ingersoll Rand Inc 0.3%
Value ($000) $4,856 Shares 58,384 Est. Cost $66.42 Unrealized +18.6%
SCHF Schwab International 0.3%
Value ($000) $4,687 Shares 212,059 Est. Cost $26.45 Unrealized
UNH Unitedhealth Group Inc 0.3%
Value ($000) $4,574 Shares 14,660 Est. Cost $270.99 Unrealized +38.4%
ETN Eaton Corp PLC 0.3%
Value ($000) $4,548 Shares 12,741 Est. Cost $127.25 Unrealized +141.0%
XLK Technology Select Sect SPDR 0.3%
Value ($000) $4,416 Shares 17,438 Est. Cost $76.18 Unrealized
LMT Lockheed Martin Corp 0.3%
Value ($000) $4,297 Shares 9,277 Est. Cost $155.28 Unrealized +195.6%
EEM Ishares Msci Emerging Mkt ETF 0.3%
Value ($000) $4,181 Shares 86,678 Est. Cost $40.05 Unrealized
CARR Carrier Global Corp 0.3%
Value ($000) $4,153 Shares 56,748 Est. Cost $36.20 Unrealized +86.0%
PFE Pfizer Inc 0.3%
Value ($000) $4,057 Shares 167,364 Est. Cost $20.51 Unrealized +9.0%
LIN Linde PLC 0.3%
Value ($000) $4,030 Shares 8,589 Est. Cost $333.22 Unrealized +35.7%
AVGO Broadcom Inc 0.3%
Value ($000) $3,984 Shares 14,452 Est. Cost $168.49 Unrealized +28.2%
IJH iShares Core S&P Mid-Cap 0.3%
Value ($000) $3,953 Shares 63,741 Est. Cost $79.51 Unrealized
CRM Salesforce Inc 0.3%
Value ($000) $3,926 Shares 14,397 Est. Cost $160.29 Unrealized +66.0%
VZ Verizon Communications 0.3%
Value ($000) $3,897 Shares 90,066 Est. Cost $28.77 Unrealized +45.4%
TMO Thermo Fisher Scientific Inc 0.3%
Value ($000) $3,871 Shares 9,546 Est. Cost $510.91 Unrealized -18.4%
UBER Uber Technologies Inc 0.3%
Value ($000) $3,824 Shares 40,981 Est. Cost $46.52 Unrealized +76.9%
SCZ Ishares Msci Eafe Small Cap ET 0.3%
Value ($000) $3,790 Shares 52,149 Est. Cost $57.39 Unrealized
T AT&T Inc 0.3%
Value ($000) $3,782 Shares 130,689 Est. Cost $13.71 Unrealized +96.7%
MDLZ Mondelez International Inc 0.3%
Value ($000) $3,725 Shares 55,231 Est. Cost $53.08 Unrealized +22.7%
MA Mastercard Inc Cl A 0.3%
Value ($000) $3,655 Shares 6,505 Est. Cost $374.05 Unrealized +47.4%
BRK/A Berkshire Hathaway Inc Class A 0.3%
Value ($000) $3,644 Shares 5 Est. Cost $538988.94 Unrealized +41.3%
XLB Materials Select SPDR Fund 0.2%
Value ($000) $3,560 Shares 40,542 Est. Cost $61.89 Unrealized
NVS Novartis AG 0.2%
Value ($000) $3,475 Shares 28,719 Est. Cost $85.07 Unrealized
TROW T Rowe Price Group Inc 0.2%
Value ($000) $3,440 Shares 35,646 Est. Cost $58.07 Unrealized +52.6%
GE GE Aerospace 0.2%
Value ($000) $3,400 Shares 13,209 Est. Cost $93.12 Unrealized +134.7%
SPDW SPDR Portfolio Developed Wld e 0.2%
Value ($000) $3,376 Shares 83,368 Est. Cost $30.69 Unrealized
DON WisdomTree MidCap Dividend 0.2%
Value ($000) $3,360 Shares 67,044 Est. Cost $37.88 Unrealized
IBB Ishares Nasdaq Biotech ETF 0.2%
Value ($000) $3,169 Shares 25,047 Est. Cost $128.97 Unrealized
GLD SPDR Gold Shares 0.2%
Value ($000) $3,140 Shares 10,300 Est. Cost $202.74 Unrealized
IEMG Ishares Core Emerging Markets 0.2%
Value ($000) $3,099 Shares 51,620 Est. Cost $54.05 Unrealized
XLU Utilities Select Sector SPDR 0.2%
Value ($000) $3,098 Shares 37,941 Est. Cost $43.91 Unrealized
BAC Bank of America Corp 0.2%
Value ($000) $3,083 Shares 65,147 Est. Cost $27.03 Unrealized +53.3%
VGT Vanguard Information Technolog 0.2%
Value ($000) $2,988 Shares 4,505 Est. Cost $486.60 Unrealized
CVS CVS Health Corp 0.2%
Value ($000) $2,888 Shares 41,874 Est. Cost $45.53 Unrealized +41.0%
WFC Wells Fargo & CO 0.2%
Value ($000) $2,867 Shares 35,786 Est. Cost $33.65 Unrealized +111.4%
BMY Bristol Myers Squibb CO 0.2%
Value ($000) $2,820 Shares 60,930 Est. Cost $35.44 Unrealized +33.2%
APH Amphenol Corp 0.2%
Value ($000) $2,785 Shares 28,207 Est. Cost $53.77 Unrealized +51.4%
BLK Blackrock Inc 0.2%
Value ($000) $2,746 Shares 2,617 Est. Cost $961.85 Unrealized -3.0%
SCHA Schwab U S Small Cap Etf 0.2%
Value ($000) $2,704 Shares 106,856 Est. Cost $37.19 Unrealized
MO Altria Group Inc 0.2%
Value ($000) $2,683 Shares 45,767 Est. Cost $20.60 Unrealized +171.6%
TGT Target Corp 0.2%
Value ($000) $2,680 Shares 27,165 Est. Cost $49.44 Unrealized +88.7%
ALLE Allegion PLC 0.2%
Value ($000) $2,663 Shares 18,476 Est. Cost $109.30 Unrealized +24.7%
GDX Vaneck Vectors Gold Miners ETF 0.2%
Value ($000) $2,662 Shares 51,133 Est. Cost $27.51 Unrealized
KRE SPDR S&P Regional Banking ETF 0.2%
Value ($000) $2,627 Shares 44,240 Est. Cost $35.91 Unrealized
PFF Ishares S&P Pref Stk ETF 0.2%
Value ($000) $2,567 Shares 83,655 Est. Cost $37.06 Unrealized
PRU Prudential Financial, Inc. 0.2%
Value ($000) $2,564 Shares 23,869 Est. Cost $45.98 Unrealized +118.1%
ICE Intercontinental Exchange Inc 0.2%
Value ($000) $2,544 Shares 13,868 Est. Cost $108.73 Unrealized +56.8%
VXUS Vanguard Total International S 0.2%
Value ($000) $2,537 Shares 36,725 Est. Cost $61.46 Unrealized
XLRE Real Estate Select Sect SPDR 0.2%
Value ($000) $2,529 Shares 61,068 Est. Cost $32.01 Unrealized
DFUS Dimensional U S Equity Market Etf 0.2%
Value ($000) $2,478 Shares 36,959 Est. Cost $51.83 Unrealized
BA Boeing CO 0.2%
Value ($000) $2,448 Shares 11,684 Est. Cost $133.74 Unrealized +41.2%
AFL Aflac Inc 0.2%
Value ($000) $2,414 Shares 22,887 Est. Cost $82.44 Unrealized +25.7%
PAYX Paychex Inc 0.2%
Value ($000) $2,363 Shares 16,244 Est. Cost $115.34 Unrealized +27.9%
APD Air Products & Chemicals Inc 0.2%
Value ($000) $2,359 Shares 8,365 Est. Cost $178.53 Unrealized +50.2%
MCHP Microchip Technology Inc 0.2%
Value ($000) $2,332 Shares 33,140 Est. Cost $48.14 Unrealized +11.9%
ADI Analog Devices Inc 0.2%
Value ($000) $2,327 Shares 9,777 Est. Cost $199.67 Unrealized +3.2%
SYK Stryker Corp. 0.2%
Value ($000) $2,316 Shares 5,854 Est. Cost $317.91 Unrealized +16.9%
ALV Autoliv Inc 0.2%
Value ($000) $2,272 Shares 20,305 Est. Cost $42.33 Unrealized +128.8%
EMR Emerson Elec CO 0.2%
Value ($000) $2,255 Shares 16,913 Est. Cost $57.20 Unrealized +98.5%
NKE Nike Inc-Class B 0.2%
Value ($000) $2,253 Shares 31,719 Est. Cost $74.49 Unrealized -20.7%
ECL Ecolab Inc 0.2%
Value ($000) $2,225 Shares 8,258 Est. Cost $99.80 Unrealized +152.9%
PWR Quanta Services Inc 0.1%
Value ($000) $2,185 Shares 5,778 Est. Cost $95.26 Unrealized +236.7%
XLY Consumer Discretionary Selt 0.1%
Value ($000) $2,174 Shares 10,005 Est. Cost $73.62 Unrealized
EEMV iShares MSCI Emerg Mkt Min Vol 0.1%
Value ($000) $2,143 Shares 34,124 Est. Cost $57.61 Unrealized
CB Chubb Ltd 0.1%
Value ($000) $2,110 Shares 7,282 Est. Cost $197.92 Unrealized +45.0%
TXN Texas Instruments Inc 0.1%
Value ($000) $2,060 Shares 9,923 Est. Cost $161.70 Unrealized +7.8%
VOT Vanguard Mid Cap Growth 0.1%
Value ($000) $2,060 Shares 7,242 Est. Cost $232.36 Unrealized
BIV Vanguard Intermediate-Term Bon 0.1%
Value ($000) $2,044 Shares 26,425 Est. Cost $75.86 Unrealized
VCIT Vanguard Inter Term Corp Bond 0.1%
Value ($000) $2,043 Shares 24,639 Est. Cost $87.97 Unrealized
SHW The Sherwin-Williams Company 0.1%
Value ($000) $2,022 Shares 5,890 Est. Cost $262.23 Unrealized +31.4%
SO Southern Company 0.1%
Value ($000) $1,974 Shares 21,499 Est. Cost $30.66 Unrealized +187.0%
MS Morgan Stanley 0.1%
Value ($000) $1,901 Shares 13,497 Est. Cost $80.59 Unrealized +50.1%
OTIS Otis Worldwide Corp 0.1%
Value ($000) $1,883 Shares 19,015 Est. Cost $63.71 Unrealized +49.8%
ISRG Intuitive Surgical 0.1%
Value ($000) $1,860 Shares 3,422 Est. Cost $420.40 Unrealized +24.4%
USB U S Bancorp Del 0.1%
Value ($000) $1,846 Shares 40,797 Est. Cost $30.22 Unrealized +34.9%
CL Colgate Palmolive CO 0.1%
Value ($000) $1,845 Shares 20,292 Est. Cost $57.61 Unrealized +56.3%
GIS General Mls Inc 0.1%
Value ($000) $1,778 Shares 34,325 Est. Cost $52.84 Unrealized +1.8%
SCHZ Schwab US Aggregate Bd ETF 0.1%
Value ($000) $1,772 Shares 76,228 Est. Cost $38.38 Unrealized
SYY Sysco Corp 0.1%
Value ($000) $1,755 Shares 23,173 Est. Cost $48.89 Unrealized +45.4%
VNQ Vanguard Real Estate ETF 0.1%
Value ($000) $1,741 Shares 19,548 Est. Cost $90.29 Unrealized
IJR Ishares Core S&p Small Cap Etf 0.1%
Value ($000) $1,700 Shares 15,556 Est. Cost $99.70 Unrealized
Aberdeen Std Physical Swiss Gold 0.1%
Value ($000) $1,698 Shares 53,829 Est. Cost $29.82 Unrealized
UPS United Parcel Service Cl B 0.1%
Value ($000) $1,673 Shares 16,573 Est. Cost $125.79 Unrealized -25.2%
IAGG iShares Core Intl Aggregate Bond 0.1%
Value ($000) $1,655 Shares 32,388 Est. Cost $50.70 Unrealized
AWK American Water Works CO Inc 0.1%
Value ($000) $1,648 Shares 11,844 Est. Cost $37.47 Unrealized +276.7%
NSC Norfolk Southern Corp 0.1%
Value ($000) $1,576 Shares 6,156 Est. Cost $105.41 Unrealized +121.1%
JMUB JPMorgan Municipal ETF 0.1%
Value ($000) $1,576 Shares 31,740 Est. Cost $50.38 Unrealized
DD Dupont De Nemours Inc 0.1%
Value ($000) $1,575 Shares 22,962 Est. Cost $27.48 Unrealized -0.6%
AMGN Amgen Inc 0.1%
Value ($000) $1,566 Shares 5,608 Est. Cost $181.14 Unrealized +53.3%
DES WisdomTree SmallCap Dividend 0.1%
Value ($000) $1,550 Shares 48,807 Est. Cost $29.50 Unrealized
NOW Servicenow Inc 0.1%
Value ($000) $1,549 Shares 1,507 Est. Cost $173.77 Unrealized +8.6%
BSV Vanguard Short Term Bond ETF 0.1%
Value ($000) $1,549 Shares 19,678 Est. Cost $77.21 Unrealized
AON Aon PLC ADR 0.1%
Value ($000) $1,518 Shares 4,254 Est. Cost $329.57 Unrealized +9.6%
MOO Vaneck ETF Trust Agribusiness 0.1%
Value ($000) $1,515 Shares 20,581 Est. Cost $48.85 Unrealized
NVO Novo Nordisk As Spons ADR 0.1%
Value ($000) $1,477 Shares 21,400 Est. Cost $142.74 Unrealized
DIA SPDR Dow Jones Industrial Aver 0.1%
Value ($000) $1,477 Shares 3,352 Est. Cost $163.72 Unrealized
MMM 3m CO 0.1%
Value ($000) $1,457 Shares 9,571 Est. Cost $78.04 Unrealized +81.0%
XLF Financial Select Sector SPDR 0.1%
Value ($000) $1,444 Shares 27,578 Est. Cost $22.39 Unrealized
BAM Brookfield Asset Mgmt Inc Cl A 0.1%
Value ($000) $1,443 Shares 26,102 Est. Cost $31.70 Unrealized +65.8%
TDG Transdigm Group Inc 0.1%
Value ($000) $1,422 Shares 935 Est. Cost $749.90 Unrealized +75.2%
FISV Fiserv Inc 0.1%
Value ($000) $1,391 Shares 8,068 Est. Cost $99.96 Unrealized +81.4%
XLI Industrial Select Sector SPDR 0.1%
Value ($000) $1,375 Shares 9,324 Est. Cost $48.84 Unrealized
MDT Medtronic PLC 0.1%
Value ($000) $1,371 Shares 15,731 Est. Cost $68.34 Unrealized +22.2%
BND Vanguard Total Bond Market ETF 0.1%
Value ($000) $1,332 Shares 18,094 Est. Cost $72.49 Unrealized
FV First Trust Dorsey Wright Focus 5 Etf 0.1%
Value ($000) $1,326 Shares 22,385 Est. Cost $51.55 Unrealized
VO Vanguard Index Fund Mid-Cap 0.1%
Value ($000) $1,322 Shares 4,726 Est. Cost $226.96 Unrealized
SCHW The Charles Schwab Corp 0.1%
Value ($000) $1,317 Shares 14,435 Est. Cost $58.09 Unrealized +43.2%
SLB Schlumberger Ltd 0.1%
Value ($000) $1,303 Shares 38,544 Est. Cost $46.72 Unrealized -27.4%
VWO Vanguard FTSE EM Index Fund ETF 0.1%
Value ($000) $1,288 Shares 26,042 Est. Cost $40.28 Unrealized
Pimco Corporate & Income Oppor 0.1%
Value ($000) $1,230 Shares 88,400 Est. Cost $14.46 Unrealized
LHX L3 Harris Technologies Inc 0.1%
Value ($000) $1,229 Shares 4,900 Est. Cost $209.20 Unrealized +8.5%
IUSB Ishares Core Total Usd Bond Market Etf 0.1%
Value ($000) $1,196 Shares 25,874 Est. Cost $46.07 Unrealized
GQRE FlexShares Global Quality Real 0.1%
Value ($000) $1,180 Shares 19,787 Est. Cost $58.61 Unrealized
CPRT Copart Inc 0.1%
Value ($000) $1,154 Shares 23,520 Est. Cost $56.05 Unrealized -0.1%
INTU Intuit 0.1%
Value ($000) $1,152 Shares 1,462 Est. Cost $542.79 Unrealized +24.3%
ESGU iShares ESG Aware MSCI USA ETF 0.1%
Value ($000) $1,138 Shares 8,408 Est. Cost $104.92 Unrealized
CMCSA ComCast Corp-Cl A 0.1%
Value ($000) $1,138 Shares 31,874 Est. Cost $31.32 Unrealized +8.3%
INTC Intel Corp 0.1%
Value ($000) $1,135 Shares 50,690 Est. Cost $17.56 Unrealized +18.0%
HDV iShares Core High Dividend ETF 0.1%
Value ($000) $1,134 Shares 9,674 Est. Cost $94.32 Unrealized
IYZ Ishares DJ US Telcom Sector ET 0.1%
Value ($000) $1,117 Shares 37,506 Est. Cost $27.79 Unrealized
D Dominion Energy Inc 0.1%
Value ($000) $1,100 Shares 19,466 Est. Cost $40.79 Unrealized +30.3%
RBC Rbc Bearings Inc 0.1%
Value ($000) $1,084 Shares 2,818 Est. Cost $226.85 Unrealized +55.6%
IWO Ishares Russell 2000 Growth ET 0.1%
Value ($000) $1,071 Shares 3,745 Est. Cost $242.76 Unrealized
AEM Agnico Eagle Mines Ltd 0.1%
Value ($000) $1,062 Shares 8,927 Est. Cost $60.10 Unrealized +91.7%
SBUX Starbucks Corp 0.1%
Value ($000) $1,051 Shares 11,465 Est. Cost $82.31 Unrealized +3.5%
COP Conocophillips 0.1%
Value ($000) $1,030 Shares 11,477 Est. Cost $70.18 Unrealized +25.4%
ROP Roper Technologies Inc 0.1%
Value ($000) $1,012 Shares 1,785 Est. Cost $482.70 Unrealized +16.5%
XLV Health Care Select Sector SPDR 0.1%
Value ($000) $985 Shares 7,308 Est. Cost $74.75 Unrealized
GILD Gilead Sciences Inc 0.1%
Value ($000) $982 Shares 8,857 Est. Cost $58.70 Unrealized +77.8%
GEV GE Vernova Inc 0.1%
Value ($000) $976 Shares 1,844 Est. Cost $158.10 Unrealized +163.1%
XLE Energy Select Sector SPDR 0.1%
Value ($000) $974 Shares 11,489 Est. Cost $71.90 Unrealized
VEA Vanguard FTSE Developed Market 0.1%
Value ($000) $970 Shares 17,017 Est. Cost $48.31 Unrealized
IWR Ishares Russell Mid Cap ETF 0.1%
Value ($000) $963 Shares 10,470 Est. Cost $80.24 Unrealized
BK Bank of New York Mellon Corp 0.1%
Value ($000) $956 Shares 10,490 Est. Cost $27.35 Unrealized +206.9%
CTVA Corteva Inc 0.1%
Value ($000) $912 Shares 12,230 Est. Cost $33.45 Unrealized +97.8%
IVE Ishares S&P 500 Value 0.1%
Value ($000) $903 Shares 4,622 Est. Cost $155.92 Unrealized
DIVO Amplify CWP Enhanced Dividend 0.1%
Value ($000) $895 Shares 21,036 Est. Cost $35.73 Unrealized
DKS Dicks Sporting Goods Inc 0.1%
Value ($000) $893 Shares 4,515 Est. Cost $63.87 Unrealized +185.4%
ADBE Adobe Inc 0.1%
Value ($000) $890 Shares 2,301 Est. Cost $509.37 Unrealized -24.4%
SUB iShares Short-Term National Mu 0.1%
Value ($000) $846 Shares 7,955 Est. Cost $106.19 Unrealized
IVW Ishares S&P 500 Growth 0.1%
Value ($000) $830 Shares 7,543 Est. Cost $63.56 Unrealized
PCAR Paccar Inc 0.1%
Value ($000) $827 Shares 8,699 Est. Cost $103.67 Unrealized -12.7%
CNI Canadian National Railway Comp 0.1%
Value ($000) $816 Shares 7,846 Est. Cost $109.30 Unrealized -8.0%
SCHM Schwab U S Mid Cap Etf 0.1%
Value ($000) $806 Shares 28,720 Est. Cost $41.79 Unrealized
TSLA Tesla Inc 0.1%
Value ($000) $805 Shares 2,534 Est. Cost $244.81 Unrealized +23.1%
CMG Chipotle Mexican Grill Inc 0.1%
Value ($000) $804 Shares 14,317 Est. Cost $61.23 Unrealized -16.9%
NUE Nucor Corp 0.1%
Value ($000) $786 Shares 6,070 Est. Cost $40.62 Unrealized +184.4%
RDVY First Trust Rising Dividend 0.1%
Value ($000) $777 Shares 12,389 Est. Cost $51.67 Unrealized
SCHG Schwab U S Large Cap Growth Etf 0.1%
Value ($000) $775 Shares 26,515 Est. Cost $42.42 Unrealized
HSY The Hershey Company 0.1%
Value ($000) $760 Shares 4,579 Est. Cost $202.30 Unrealized -20.1%
KMB Kimberly Clark Corp 0.1%
Value ($000) $757 Shares 5,875 Est. Cost $85.72 Unrealized +53.7%
IWP Ishares Russell Midcap Growth 0.1%
Value ($000) $750 Shares 5,409 Est. Cost $92.46 Unrealized
DOW The Dow Chemical Company 0.1%
Value ($000) $744 Shares 28,104 Est. Cost $40.06 Unrealized -30.6%
FAST Fastenal CO 0.0%
Value ($000) $717 Shares 17,080 Est. Cost $33.65 Unrealized +19.2%
FlexShares Real Assets Allocat 0.0%
Value ($000) $716 Shares 21,965 Est. Cost $30.61 Unrealized
PSK SPDR Preferred Stock ETF 0.0%
Value ($000) $706 Shares 22,216 Est. Cost $32.91 Unrealized
EMXC Ishares Msci Emerging 0.0%
Value ($000) $692 Shares 10,964 Est. Cost $59.80 Unrealized
MUB Ishares National Muni Bond ETF 0.0%
Value ($000) $682 Shares 6,530 Est. Cost $107.92 Unrealized
TFC Truist Financial Corporation 0.0%
Value ($000) $681 Shares 15,849 Est. Cost $37.66 Unrealized +0.9%
GLW Corning Inc 0.0%
Value ($000) $680 Shares 12,923 Est. Cost $30.51 Unrealized +51.8%
TMUS T-Mobile US Inc 0.0%
Value ($000) $673 Shares 2,825 Est. Cost $139.13 Unrealized +73.6%
ITW Illinois Tool Wks Inc 0.0%
Value ($000) $662 Shares 2,678 Est. Cost $130.64 Unrealized +81.5%
MET Metlife Inc 0.0%
Value ($000) $660 Shares 8,209 Est. Cost $34.11 Unrealized +122.3%
PYPL Paypal Holdings Inc 0.0%
Value ($000) $654 Shares 8,798 Est. Cost $74.82 Unrealized -8.7%
DFAX Dimensional World Ex U S Core Equity 2 Etf 0.0%
Value ($000) $649 Shares 22,105 Est. Cost $24.49 Unrealized
XLP Consumer Staples Select Sector 0.0%
Value ($000) $646 Shares 7,973 Est. Cost $49.10 Unrealized
SHEL Shell PLC Spon ADS 0.0%
Value ($000) $642 Shares 9,125 Est. Cost $54.78 Unrealized
MBB Ishares Barclays Mbs Bond ETF 0.0%
Value ($000) $639 Shares 6,806 Est. Cost $93.23 Unrealized
GVI iShares Tr Intrm Gov Cr ETF 0.0%
Value ($000) $634 Shares 5,939 Est. Cost $103.97 Unrealized
DUK Duke Energy Corp 0.0%
Value ($000) $626 Shares 5,309 Est. Cost $64.46 Unrealized +79.1%
FTV Fortive Corp 0.0%
Value ($000) $623 Shares 11,952 Est. Cost $51.37 Unrealized +1.6%
CLX Clorox Co 0.0%
Value ($000) $615 Shares 5,120 Est. Cost $63.11 Unrealized +106.7%
SPIB SPDR Portfolio Intermediate Te 0.0%
Value ($000) $594 Shares 17,686 Est. Cost $33.54 Unrealized
BDX Becton Dickinson 0.0%
Value ($000) $591 Shares 3,433 Est. Cost $192.11 Unrealized -6.1%
ORLY O'Reilly Automotive Inc 0.0%
Value ($000) $589 Shares 6,540 Est. Cost $86.81 Unrealized +5.0%
ACN Accenture plc 0.0%
Value ($000) $589 Shares 1,969 Est. Cost $308.02 Unrealized -1.7%
TEL TE Connectivity PLC 0.0%
Value ($000) $583 Shares 3,458 Est. Cost $146.82 Unrealized +2.8%
XLC Communication Services Select 0.0%
Value ($000) $578 Shares 5,329 Est. Cost $79.71 Unrealized
FVD First Trust Value Line Div Index 0.0%
Value ($000) $571 Shares 12,768 Est. Cost $40.67 Unrealized
TPL Texas Pacific Land Corporation 0.0%
Value ($000) $570 Shares 540 Est. Cost $310.64 Unrealized +31.0%
GSK GSK PLC Sponsored ADR 0.0%
Value ($000) $567 Shares 14,765 Est. Cost $36.61 Unrealized
XYL Xylem Inc 0.0%
Value ($000) $565 Shares 4,364 Est. Cost $38.50 Unrealized +212.2%
AMAT Applied Materials Inc 0.0%
Value ($000) $558 Shares 3,050 Est. Cost $140.40 Unrealized +12.1%
TSM Taiwan Semiconductor Spons ADR 0.0%
Value ($000) $556 Shares 2,453 Est. Cost $105.17 Unrealized
DSI iShares KLD 400 Social Index 0.0%
Value ($000) $554 Shares 4,771 Est. Cost $94.64 Unrealized
EFV Ishares Msci Eafe Value 0.0%
Value ($000) $542 Shares 8,538 Est. Cost $52.10 Unrealized
MAR Marriott International Inc 0.0%
Value ($000) $542 Shares 1,983 Est. Cost $148.61 Unrealized +67.7%
GBDC Golub Cap Bdc Inc 0.0%
Value ($000) $527 Shares 35,987 Est. Cost $13.22 Unrealized +2.1%
VB Vanguard Small Cap Etf 0.0%
Value ($000) $522 Shares 2,202 Est. Cost $213.33 Unrealized
EPD Enterprise Prods Partners LP 0.0%
Value ($000) $512 Shares 16,500 Est. Cost $26.35 Unrealized
AMT American Tower Corp REIT 0.0%
Value ($000) $502 Shares 2,273 Est. Cost $191.69 Unrealized +9.7%
VEU Vanguard Ftse All World 0.0%
Value ($000) $502 Shares 7,472 Est. Cost $52.76 Unrealized
JEPI JPMorgan Equity Premium Income 0.0%
Value ($000) $491 Shares 8,640 Est. Cost $57.70 Unrealized
C Citigroup Inc 0.0%
Value ($000) $489 Shares 5,740 Est. Cost $42.79 Unrealized +66.4%
ALL Allstate Corp 0.0%
Value ($000) $485 Shares 2,409 Est. Cost $132.43 Unrealized +48.7%
MLM Martin Marietta Matls Inc 0.0%
Value ($000) $475 Shares 865 Est. Cost $473.68 Unrealized +11.2%
SPEM SPDR Portfolio Emerging Market 0.0%
Value ($000) $466 Shares 10,911 Est. Cost $33.92 Unrealized
CME CME Group Inc. 0.0%
Value ($000) $464 Shares 1,685 Est. Cost $195.97 Unrealized +37.0%
SCHX Schwab U.S. Large-Cap 0.0%
Value ($000) $461 Shares 18,878 Est. Cost $35.61 Unrealized
IWF iShares Russell 1000 Growth 0.0%
Value ($000) $457 Shares 1,077 Est. Cost $200.18 Unrealized
YUM Yum! Brands Inc 0.0%
Value ($000) $457 Shares 3,082 Est. Cost $65.47 Unrealized +120.2%
FWONK Liberty Media Corp Del 0.0%
Value ($000) $456 Shares 4,366 Est. Cost $82.67 Unrealized
CMI Cummins Inc 0.0%
Value ($000) $448 Shares 1,368 Est. Cost $232.97 Unrealized +31.2%
J Jacobs Solutions Inc 0.0%
Value ($000) $444 Shares 3,375 Est. Cost $99.93 Unrealized +22.6%
FNDF Schwab Fundamental Intl Lg Co 0.0%
Value ($000) $439 Shares 10,980 Est. Cost $31.15 Unrealized
FIW First Trust ISE Water Index Fd 0.0%
Value ($000) $438 Shares 4,052 Est. Cost $94.80 Unrealized
FTSM First Trust Enhanced Short Matur 0.0%
Value ($000) $434 Shares 7,247 Est. Cost $59.68 Unrealized
CSX Csx Corp 0.0%
Value ($000) $432 Shares 13,254 Est. Cost $23.91 Unrealized +24.6%
FVC First Trust DW Dynamic Focus 5 0.0%
Value ($000) $432 Shares 12,170 Est. Cost $32.78 Unrealized
HYDB Ishares Tr High Yield Systemat 0.0%
Value ($000) $429 Shares 9,045 Est. Cost $47.11 Unrealized
ENB Enbridge Incorporated 0.0%
Value ($000) $427 Shares 9,418 Est. Cost $29.90 Unrealized +46.4%
FCX Freeport-McMoran Inc 0.0%
Value ($000) $425 Shares 9,807 Est. Cost $37.17 Unrealized +1.4%
GEHC Ge Healthcare Technologi 0.0%
Value ($000) $424 Shares 5,730 Est. Cost $76.07 Unrealized -8.6%
BSX Boston Scientific Corp 0.0%
Value ($000) $413 Shares 3,842 Est. Cost $54.44 Unrealized +85.8%
NOC Northrop Grumman Corporation 0.0%
Value ($000) $402 Shares 803 Est. Cost $426.19 Unrealized +14.1%
IEI Ishares 3-7 Year Treasury Bond 0.0%
Value ($000) $399 Shares 3,350 Est. Cost $114.51 Unrealized
WM Waste Management Inc 0.0%
Value ($000) $399 Shares 1,742 Est. Cost $136.22 Unrealized +68.6%
PEG Public Service Enterprise Grou 0.0%
Value ($000) $393 Shares 4,666 Est. Cost $35.46 Unrealized +122.5%
IGLB Ishares Tr 10 Yr Invst Grd 0.0%
Value ($000) $389 Shares 7,755 Est. Cost $50.04 Unrealized
GOVT Ishares U S Treasury Bond Etf 0.0%
Value ($000) $389 Shares 16,944 Est. Cost $23.04 Unrealized
MKL Markel Group INC COM 0.0%
Value ($000) $387 Shares 194 Est. Cost $1463.82 Unrealized +28.1%
BALL Ball Corp 0.0%
Value ($000) $384 Shares 6,843 Est. Cost $55.43 Unrealized -6.7%
IWY IShares Russell Top 200 Growth 0.0%
Value ($000) $377 Shares 1,530 Est. Cost $106.70 Unrealized
RSP Invesco S&P 500 Equal Weight E 0.0%
Value ($000) $369 Shares 2,031 Est. Cost $159.04 Unrealized
LMBS First Trust Low Duration 0.0%
Value ($000) $360 Shares 7,301 Est. Cost $48.52 Unrealized
TRV Travelers Companies Inc 0.0%
Value ($000) $357 Shares 1,336 Est. Cost $166.66 Unrealized +56.4%
DTE DTE Energy Co 0.0%
Value ($000) $356 Shares 2,684 Est. Cost $78.15 Unrealized +68.0%
IJK Ishares S&P Midcap 400/Grwth E 0.0%
Value ($000) $354 Shares 3,890 Est. Cost $111.87 Unrealized
VYM Vanguard High Dividend Yield E 0.0%
Value ($000) $352 Shares 2,642 Est. Cost $114.96 Unrealized
IQDF FlexShares International Quali 0.0%
Value ($000) $345 Shares 12,745 Est. Cost $23.06 Unrealized
CDNS Cadence Design System Inc 0.0%
Value ($000) $342 Shares 1,110 Est. Cost $270.84 Unrealized +7.4%
IGIB Ishares 5-10 Yr Inv Gr Corp Bd 0.0%
Value ($000) $340 Shares 6,382 Est. Cost $51.98 Unrealized
WWD Woodward Inc 0.0%
Value ($000) $333 Shares 1,359 Est. Cost $181.86 Unrealized +12.1%
MCK McKesson Corp 0.0%
Value ($000) $325 Shares 444 Est. Cost $416.71 Unrealized +68.9%
BKNG Booking Hldgs Inc 0.0%
Value ($000) $324 Shares 56 Est. Cost $3508.24 Unrealized +45.2%
MELI MercadoLibre, Inc. 0.0%
Value ($000) $322 Shares 123 Est. Cost $1822.23 Unrealized +28.2%
IWB IShares Russell 1000 ETF 0.0%
Value ($000) $317 Shares 935 Est. Cost $225.23 Unrealized
KHC Kraft Heinz CO 0.0%
Value ($000) $316 Shares 12,241 Est. Cost $41.82 Unrealized -36.3%
IGOV iShares International Treasury 0.0%
Value ($000) $313 Shares 7,271 Est. Cost $39.11 Unrealized
ED Consolidated Edison Inc 0.0%
Value ($000) $312 Shares 3,106 Est. Cost $92.34 Unrealized +12.3%
DLR Digital Realty Trust Inc REIT 0.0%
Value ($000) $310 Shares 1,776 Est. Cost $90.52 Unrealized +77.0%
IDXX IDEXX Laboratories, Inc. 0.0%
Value ($000) $308 Shares 575 Est. Cost $439.17 Unrealized +8.9%
WAB Wabtec 0.0%
Value ($000) $308 Shares 1,469 Est. Cost $157.82 Unrealized +21.5%
IWS Ishares Russell MidCap Value 0.0%
Value ($000) $305 Shares 2,308 Est. Cost $117.14 Unrealized
CAH Cardinal Health Inc 0.0%
Value ($000) $304 Shares 1,810 Est. Cost $71.89 Unrealized +104.6%
DB Deutsche Bank Ag ADR 0.0%
Value ($000) $293 Shares 10,000 Est. Cost $7.45 Unrealized +248.9%
SPLV Invesco S&P 500 Low Volatility E 0.0%
Value ($000) $292 Shares 4,009 Est. Cost $59.19 Unrealized
ZTS Zoetis Inc 0.0%
Value ($000) $290 Shares 1,860 Est. Cost $176.84 Unrealized -11.0%
USMV iShares Edge MSCI Min Vol USA 0.0%
Value ($000) $290 Shares 3,090 Est. Cost $92.95 Unrealized
CI Cigna Group 0.0%
Value ($000) $289 Shares 875 Est. Cost $222.42 Unrealized +42.9%
ZBH Zimmer Biomet Holdings Inc 0.0%
Value ($000) $287 Shares 3,148 Est. Cost $95.87 Unrealized +0.1%
FNDB Schwab Fundamental US Broad Mk 0.0%
Value ($000) $287 Shares 11,955 Est. Cost $23.01 Unrealized
CEG Constellation Energy Corp 0.0%
Value ($000) $283 Shares 877 Est. Cost $226.63 Unrealized +16.4%
NOBL ProShares S&P 500 Div Aristocrat 0.0%
Value ($000) $279 Shares 2,771 Est. Cost $98.88 Unrealized
SEIC S E I Investments Co 0.0%
Value ($000) $275 Shares 3,062 Est. Cost $56.53 Unrealized +41.1%
BX Blackstone Inc 0.0%
Value ($000) $272 Shares 1,820 Est. Cost $98.65 Unrealized +37.0%
URI United Rentals Inc 0.0%
Value ($000) $270 Shares 359 Est. Cost $450.63 Unrealized +47.7%
BIL SPDR Tr Bloomberg 1-3 MO ETF 0.0%
Value ($000) $269 Shares 2,935 Est. Cost $91.61 Unrealized
QUAL iShares Edge MSCI USA Quality 0.0%
Value ($000) $269 Shares 1,471 Est. Cost $165.59 Unrealized
IWD Ishares Tr Rus 1000 Val ETF 0.0%
Value ($000) $267 Shares 1,375 Est. Cost $151.65 Unrealized
BKLN Invesco Tr II Senior Loan ETF 0.0%
Value ($000) $267 Shares 12,765 Est. Cost $21.04 Unrealized
ADSK Autodesk Inc 0.0%
Value ($000) $267 Shares 862 Est. Cost $213.78 Unrealized +32.7%
VUG Vanguard Growth Index Fund ETF 0.0%
Value ($000) $264 Shares 603 Est. Cost $372.18 Unrealized
SUSA iShares MSCI USA ESG Select ET 0.0%
Value ($000) $264 Shares 2,080 Est. Cost $83.14 Unrealized
VV Vanguard Large-Cap ETF 0.0%
Value ($000) $263 Shares 923 Est. Cost $219.75 Unrealized
MAS Masco Corp 0.0%
Value ($000) $259 Shares 4,031 Est. Cost $61.34 Unrealized +1.4%
IEF Ishares Barclays 7-10 Year Tr 0.0%
Value ($000) $252 Shares 2,627 Est. Cost $95.98 Unrealized
FDX Fedex Corporation 0.0%
Value ($000) $250 Shares 1,102 Est. Cost $233.93 Unrealized -8.0%
SCHP Schwab US TIPs ETF 0.0%
Value ($000) $248 Shares 9,291 Est. Cost $33.47 Unrealized
MCO Moodys Corp 0.0%
Value ($000) $240 Shares 478 Est. Cost $333.80 Unrealized +38.1%
EXC Exelon Corp 0.0%
Value ($000) $238 Shares 5,484 Est. Cost $35.76 Unrealized +21.8%
FTSL First Trust Senior Loan 0.0%
Value ($000) $238 Shares 5,185 Est. Cost $46.07 Unrealized
WMB Williams Cos Inc 0.0%
Value ($000) $238 Shares 3,783 Est. Cost $41.76 Unrealized +38.1%
MNST Monster Beverage Corp New 0.0%
Value ($000) $237 Shares 3,785 Est. Cost $56.59 Unrealized +8.0%
DOV Dover Corp 0.0%
Value ($000) $237 Shares 1,292 Est. Cost $136.69 Unrealized +26.3%
VXF Vanguard Extended Market Index 0.0%
Value ($000) $236 Shares 1,226 Est. Cost $164.37 Unrealized
BLDR Builders Firstsource 0.0%
Value ($000) $233 Shares 2,000 Est. Cost $145.49 Unrealized -20.7%
AMD Advanced Micro Devices 0.0%
Value ($000) $231 Shares 1,627 Est. Cost $164.71 Unrealized -33.9%
STT State Street Corp 0.0%
Value ($000) $227 Shares 2,132 Est. Cost $78.45 Unrealized +15.4%
PFFD Global X US Preferred ETF 0.0%
Value ($000) $226 Shares 12,000 Est. Cost $25.75 Unrealized
EOG Eog Res Inc 0.0%
Value ($000) $218 Shares 1,822 Est. Cost $116.99 Unrealized -4.2%
IQV IQVIA Holdings Inc 0.0%
Value ($000) $218 Shares 1,381 Est. Cost $216.59 Unrealized -30.5%
BBY Best Buy Company Inc 0.0%
Value ($000) $216 Shares 3,218 Est. Cost $23.76 Unrealized +175.2%
SPSB SPDR Portfolio Short Term Corp 0.0%
Value ($000) $214 Shares 7,085 Est. Cost $29.23 Unrealized
RRC Range Resources Corp. 0.0%
Value ($000) $213 Shares 5,244 Est. Cost $37.69 Unrealized 0.0%
IWN Ishares Russell 2000 Value ETF 0.0%
Value ($000) $213 Shares 1,350 Est. Cost $144.35 Unrealized
TSCO Tractor Supply Co 0.0%
Value ($000) $213 Shares 4,030 Est. Cost $52.61 Unrealized -3.9%
TM Toyota Motor Corp Spons ADR 0.0%
Value ($000) $205 Shares 1,190 Est. Cost $180.01 Unrealized
WBS Webster Finl Co 0.0%
Value ($000) $205 Shares 3,753 Est. Cost $45.86 Unrealized +8.7%
BP BP PLC Spons ADR 0.0%
Value ($000) $204 Shares 6,818 Est. Cost $25.24 Unrealized
CALF Pacer US Small Cap Cash Cows E 0.0%
Value ($000) $204 Shares 5,111 Est. Cost $48.03 Unrealized
BALT Innovator Trust ETF 0.0%
Value ($000) $201 Shares 6,279 Est. Cost $32.08 Unrealized
VIG Vanguard Dividend Appreciation 0.0%
Value ($000) $200 Shares 977 Est. Cost $146.74 Unrealized
CPNG Coupang Inc 0.0%
Value ($000) $198 Shares 6,625 Est. Cost $22.24 Unrealized +15.2%
MKC McCormick & CO Inc 0.0%
Value ($000) $196 Shares 2,580 Est. Cost $78.12 Unrealized -6.0%
VGSH Vanguard Short Term 0.0%
Value ($000) $192 Shares 3,269 Est. Cost $59.02 Unrealized
ROK Rockwell Automation Inc 0.0%
Value ($000) $191 Shares 575 Est. Cost $259.73 Unrealized +8.6%
GPC Genuine Parts CO 0.0%
Value ($000) $189 Shares 1,556 Est. Cost $128.49 Unrealized -8.3%
CCJ Cameco Corp ADR 0.0%
Value ($000) $188 Shares 2,534 Est. Cost $43.42 Unrealized +22.7%
ASML Asml Holding N V 0.0%
Value ($000) $188 Shares 234 Est. Cost $591.62 Unrealized
AGI Alamos Gold Inc New 0.0%
Value ($000) $183 Shares 6,900 Est. Cost $22.52 Unrealized +18.6%
CEF Sprott Physical Gold & Silver 0.0%
Value ($000) $181 Shares 6,000 Est. Cost $24.49 Unrealized
HYS PIMCO 0-5 Year High Yield Corp 0.0%
Value ($000) $179 Shares 1,885 Est. Cost $95.50 Unrealized
IJS iShares S&P Small-Cap 600 Value 0.0%
Value ($000) $177 Shares 1,781 Est. Cost $105.93 Unrealized
PJUL Innovator U.S. Equity Power Bu 0.0%
Value ($000) $175 Shares 3,988 Est. Cost $38.85 Unrealized
PSX Phillips 66 0.0%
Value ($000) $171 Shares 1,436 Est. Cost $129.06 Unrealized -15.2%
KBE SPDR S&P Bank ETF 0.0%
Value ($000) $167 Shares 2,996 Est. Cost $52.89 Unrealized
AROW Arrow Finl Corp 0.0%
Value ($000) $167 Shares 6,315 Est. Cost $24.36 Unrealized +1.1%
ES Eversource Energy 0.0%
Value ($000) $165 Shares 2,600 Est. Cost $60.33 Unrealized -0.7%
LNT Alliant Energy Corp 0.0%
Value ($000) $165 Shares 2,733 Est. Cost $46.45 Unrealized +29.4%
DTM DT Midstream Inc 0.0%
Value ($000) $165 Shares 1,502 Est. Cost $71.25 Unrealized +39.2%
MGEE Mge Energy Inc 0.0%
Value ($000) $156 Shares 1,767 Est. Cost $88.71 Unrealized 0.0%
QQQ Invesco QQQ Trust 0.0%
Value ($000) $155 Shares 281 Est. Cost $470.93 Unrealized
AMP Ameriprise Financial Inc. 0.0%
Value ($000) $155 Shares 290 Est. Cost $426.54 Unrealized +14.9%
CHH Choice Hotels International In 0.0%
Value ($000) $150 Shares 1,184 Est. Cost $123.51 Unrealized +1.5%
DVY Ishares DJ Select Dividend ETF 0.0%
Value ($000) $149 Shares 1,123 Est. Cost $117.22 Unrealized
LQD iShares iBoxx InvGrade Corp Bd 0.0%
Value ($000) $145 Shares 1,324 Est. Cost $111.77 Unrealized
EQIX Equinix Inc 0.0%
Value ($000) $139 Shares 175 Est. Cost $794.65 Unrealized +5.2%
DMXF Ishares Esg Advanced 0.0%
Value ($000) $139 Shares 2,052 Est. Cost $69.64 Unrealized
TotalEnergies SE ADR 0.0%
Value ($000) $138 Shares 2,250 Est. Cost $64.62 Unrealized
SU Suncor Energy Inc 0.0%
Value ($000) $136 Shares 3,622 Est. Cost $37.11 Unrealized -3.3%
IMCG Ishares Morgstar Mid Cap 0.0%
Value ($000) $133 Shares 1,652 Est. Cost $64.45 Unrealized
MTB M & T Bank Corp 0.0%
Value ($000) $129 Shares 667 Est. Cost $148.64 Unrealized +16.3%
Lam Research Corporation 0.0%
Value ($000) $127 Shares 1,300 Est. Cost $151.54 Unrealized
SNPS Synopsys Inc 0.0%
Value ($000) $126 Shares 246 Est. Cost $516.42 Unrealized -9.8%
CLH Clean Harbors Inc 0.0%
Value ($000) $125 Shares 542 Est. Cost $235.10 Unrealized -6.9%
BAX Baxter Intl Inc 0.0%
Value ($000) $123 Shares 4,063 Est. Cost $32.24 Unrealized -7.0%
INVH Invitation Homes Inc 0.0%
Value ($000) $121 Shares 3,692 Est. Cost $33.87 Unrealized -3.7%
NFG National Fuel Gas CO 0.0%
Value ($000) $120 Shares 1,420 Est. Cost $64.72 Unrealized +24.7%
KKR Kkr & Co Inc 0.0%
Value ($000) $114 Shares 860 Est. Cost $66.83 Unrealized +74.5%
ZBRA Zebra Technologies Corp 0.0%
Value ($000) $113 Shares 368 Est. Cost $335.88 Unrealized -19.2%
PLTR Palantir Technologies In 0.0%
Value ($000) $112 Shares 825 Est. Cost $65.76 Unrealized +78.3%
LPLA LPL Financial 0.0%
Value ($000) $111 Shares 296 Est. Cost $225.33 Unrealized +55.5%
JEPQ JPMorgan NASDAQ Eqt Prem ETF 0.0%
Value ($000) $109 Shares 2,000 Est. Cost $55.66 Unrealized
VGLT Vanguard Long-Term Treasury ET 0.0%
Value ($000) $108 Shares 1,930 Est. Cost $61.54 Unrealized
BHP Bhp Billiton Ltd Adr 0.0%
Value ($000) $108 Shares 2,237 Est. Cost $60.95 Unrealized
IQLT IShares Edge Intl Quality Fact 0.0%
Value ($000) $106 Shares 2,460 Est. Cost $41.49 Unrealized
VRSK Verisk Analytics Inc 0.0%
Value ($000) $106 Shares 341 Est. Cost $271.63 Unrealized +11.1%
WSC WillScot Holdings Corporation 0.0%
Value ($000) $105 Shares 3,823 Est. Cost $38.16 Unrealized -30.2%
MBSD Flexshares Disciplined Duratio 0.0%
Value ($000) $105 Shares 5,055 Est. Cost $20.18 Unrealized
WEC Wec Energy Group Inc 0.0%
Value ($000) $104 Shares 994 Est. Cost $97.90 Unrealized +6.5%
KJAN Innovator Russell 2000 Power B 0.0%
Value ($000) $103 Shares 2,750 Est. Cost $37.48 Unrealized
GRID First Trust NASDAQ Cln EdgeSt 0.0%
Value ($000) $102 Shares 733 Est. Cost $104.71 Unrealized
IYW Ishares US Technology 0.0%
Value ($000) $102 Shares 588 Est. Cost $122.75 Unrealized
CNM Core & Main Inc 0.0%
Value ($000) $101 Shares 1,678 Est. Cost $47.90 Unrealized +11.7%
WY Weyerhaeuser CO REIT 0.0%
Value ($000) $99 Shares 3,861 Est. Cost $30.62 Unrealized -16.5%
IJUL Innovator MSCI EAFE Power Buff 0.0%
Value ($000) $98 Shares 3,080 Est. Cost $29.41 Unrealized
FALN Ishares Fallen Angels 0.0%
Value ($000) $98 Shares 3,621 Est. Cost $26.40 Unrealized
JULW AllianzIM US Large Cap Buffer2 0.0%
Value ($000) $98 Shares 2,630 Est. Cost $34.54 Unrealized
EMXF iShares ESG Advanced MSCI EM E 0.0%
Value ($000) $97 Shares 2,262 Est. Cost $40.52 Unrealized
FLRN SPDR BbgBarc Inv Gr Floating R 0.0%
Value ($000) $96 Shares 3,120 Est. Cost $30.85 Unrealized
SGOL Abrdn Standard Physical Gold Etf 0.0%
Value ($000) $95 Shares 3,027 Est. Cost $22.20 Unrealized
TIP Ishares Barclays TIPS Bond ETF 0.0%
Value ($000) $95 Shares 867 Est. Cost $107.85 Unrealized
GH Guardant Health Inc 0.0%
Value ($000) $95 Shares 1,825 Est. Cost $28.30 Unrealized +57.8%
CTSH Cognizant Technology Solutions 0.0%
Value ($000) $93 Shares 1,188 Est. Cost $72.87 Unrealized +4.0%
CHD Church & Dwight Inc 0.0%
Value ($000) $92 Shares 955 Est. Cost $100.89 Unrealized -3.1%
ESML iShares ESG Aware MSCI USA Sma 0.0%
Value ($000) $85 Shares 2,063 Est. Cost $41.82 Unrealized
VHT Vanguard Health Care 0.0%
Value ($000) $85 Shares 342 Est. Cost $250.82 Unrealized
F Ford Motor CO Del 0.0%
Value ($000) $85 Shares 7,815 Est. Cost $10.20 Unrealized -3.2%
NULG Nuveen ESG Large Cap Growth ET 0.0%
Value ($000) $85 Shares 901 Est. Cost $83.47 Unrealized
KEY Keycorp 0.0%
Value ($000) $85 Shares 4,856 Est. Cost $13.14 Unrealized +14.6%
MGC Vanguard Mega Cap Etf IV 0.0%
Value ($000) $84 Shares 374 Est. Cost $169.28 Unrealized
USHY IShares Broad USD High Yield C 0.0%
Value ($000) $84 Shares 2,233 Est. Cost $37.58 Unrealized
PGX Invesco Preferred ETF 0.0%
Value ($000) $84 Shares 7,525 Est. Cost $12.26 Unrealized
PH Parker Hannifin Corp 0.0%
Value ($000) $82 Shares 118 Est. Cost $560.34 Unrealized +12.1%
IAU iShares Gold Trust New 0.0%
Value ($000) $82 Shares 1,318 Est. Cost $49.70 Unrealized
ICF IShares Cohen Steers REIT ETF 0.0%
Value ($000) $82 Shares 1,335 Est. Cost $65.91 Unrealized
IJJ Ishares S&P Midcap 400/Value E 0.0%
Value ($000) $81 Shares 655 Est. Cost $123.88 Unrealized
XEL Xcel Energy Inc 0.0%
Value ($000) $81 Shares 1,188 Est. Cost $55.51 Unrealized +22.2%
SPG Simon Ppty Group Inc 0.0%
Value ($000) $80 Shares 500 Est. Cost $147.59 Unrealized +3.5%
IXN iShares Global Tech 0.0%
Value ($000) $80 Shares 866 Est. Cost $68.18 Unrealized
TPR Tapestry Inc 0.0%
Value ($000) $80 Shares 910 Est. Cost $40.13 Unrealized +86.8%
WDFC Wd-40 Co Com 0.0%
Value ($000) $80 Shares 350 Est. Cost $244.28 Unrealized -5.1%
PPL Corporation 0.0%
Value ($000) $79 Shares 2,336 Est. Cost $30.47 Unrealized
FPE First Trust Pfd Securities and 0.0%
Value ($000) $79 Shares 4,435 Est. Cost $16.86 Unrealized
VLO Valero Energy Corp 0.0%
Value ($000) $79 Shares 586 Est. Cost $129.60 Unrealized -5.6%
VBK Vanguard Small Cap Growth 0.0%
Value ($000) $78 Shares 281 Est. Cost $254.83 Unrealized
BNDX Vanguard Total International B 0.0%
Value ($000) $78 Shares 1,567 Est. Cost $50.28 Unrealized
TLH Ishares 10-20 Year Tsury 0.0%
Value ($000) $76 Shares 752 Est. Cost $108.26 Unrealized
VLTO Veralto Corp 0.0%
Value ($000) $75 Shares 740 Est. Cost $73.75 Unrealized +30.4%
CWEN Clearway Energy Inc 0.0%
Value ($000) $75 Shares 2,333 Est. Cost $25.83 Unrealized +11.5%
KIM Kimco Realty Corp 0.0%
Value ($000) $74 Shares 3,500 Est. Cost $20.69 Unrealized -3.0%
SCHR Schwab Inter Term US Treasury 0.0%
Value ($000) $72 Shares 2,876 Est. Cost $37.00 Unrealized
SLF Sun Life Financial Inc 0.0%
Value ($000) $71 Shares 1,074 Est. Cost $52.26 Unrealized +17.3%
CZFS Citizens Finl Svcs 0.0%
Value ($000) $71 Shares 1,210 Est. Cost $58.34 Unrealized -2.8%
REGN Regeneron Pharmaceuticals Inc 0.0%
Value ($000) $69 Shares 132 Est. Cost $1106.73 Unrealized -49.8%
ICLN iShares Global Clean Energy ET 0.0%
Value ($000) $69 Shares 5,245 Est. Cost $13.65 Unrealized
CBU Community Financial System, In 0.0%
Value ($000) $68 Shares 1,202 Est. Cost $54.73 Unrealized -0.8%
PIO Invesco Global Water ETF 0.0%
Value ($000) $67 Shares 1,504 Est. Cost $43.08 Unrealized
SLV iShares Silver Trust 0.0%
Value ($000) $66 Shares 2,025 Est. Cost $27.94 Unrealized
PHO Invesco Water Resources ETF 0.0%
Value ($000) $66 Shares 943 Est. Cost $70.54 Unrealized
RY Royal Bank of Canada 0.0%
Value ($000) $66 Shares 500 Est. Cost $114.81 Unrealized +6.5%
TLTE FlexShares Emerging Mkts Facto 0.0%
Value ($000) $65 Shares 1,112 Est. Cost $57.09 Unrealized
Hess Corporation 0.0%
Value ($000) $63 Shares 454 Est. Cost $135.80 Unrealized
OXY Occidental Pete Corp 0.0%
Value ($000) $63 Shares 1,495 Est. Cost $55.40 Unrealized -25.7%
JPST JPMorgan Ultra-Short Income ET 0.0%
Value ($000) $62 Shares 1,226 Est. Cost $50.61 Unrealized
IDV iShares DowJones EPAC Select D 0.0%
Value ($000) $62 Shares 1,790 Est. Cost $27.99 Unrealized
O Realty Income Corp REIT 0.0%
Value ($000) $62 Shares 1,071 Est. Cost $55.00 Unrealized -1.0%
EUAD Select STOXX Europe Aerospace 0.0%
Value ($000) $60 Shares 1,400 Est. Cost $40.64 Unrealized
BKR Baker Hughes Company 0.0%
Value ($000) $60 Shares 1,572 Est. Cost $34.13 Unrealized +9.2%
WBD Warner Bros Discovery Inc 0.0%
Value ($000) $60 Shares 5,251 Est. Cost $8.49 Unrealized +9.8%
ICVT iShares Convertible Bond ETF 0.0%
Value ($000) $60 Shares 667 Est. Cost $78.59 Unrealized
GLDM Spdr Gold Minishares Etv 0.0%
Value ($000) $60 Shares 913 Est. Cost $52.25 Unrealized
AZO Autozone Inc 0.0%
Value ($000) $59 Shares 16 Est. Cost $3070.23 Unrealized +20.1%
MTD Mettler Toledo International 0.0%
Value ($000) $59 Shares 50 Est. Cost $1403.70 Unrealized -20.4%
SLQD Ishrs 0-5 Year Inv Grd 0.0%
Value ($000) $58 Shares 1,145 Est. Cost $49.20 Unrealized
VOOV Vanguard S&P 500 Value ETF 0.0%
Value ($000) $56 Shares 295 Est. Cost $190.72 Unrealized
SPYV SPDR Portfolio S&P 500 Value E 0.0%
Value ($000) $56 Shares 1,063 Est. Cost $51.78 Unrealized
FBTC Fidelity Wise Origin Bitcoin F 0.0%
Value ($000) $55 Shares 589 Est. Cost $79.77 Unrealized
BNS Bank of Nova Scotia Halifax 0.0%
Value ($000) $55 Shares 1,000 Est. Cost $45.71 Unrealized +9.7%
CCI Crown Castle Inc 0.0%
Value ($000) $54 Shares 530 Est. Cost $90.39 Unrealized +8.5%
COIN Coinbase Global Inc 0.0%
Value ($000) $54 Shares 155 Est. Cost $242.13 Unrealized -3.4%
Kellanova 0.0%
Value ($000) $54 Shares 683 Est. Cost $64.24 Unrealized +24.8%
CBZ CBIZ, Inc. 0.0%
Value ($000) $54 Shares 750 Est. Cost $72.67 Unrealized -0.4%
OGE Oge Energy Corp 0.0%
Value ($000) $53 Shares 1,200 Est. Cost $41.16 Unrealized +7.8%
COF Capital One Financial Corp 0.0%
Value ($000) $53 Shares 250 Est. Cost $139.87 Unrealized +32.3%
RMD Resmed Inc 0.0%
Value ($000) $53 Shares 205 Est. Cost $220.76 Unrealized +7.5%
VDC Vanguard Consumer 0.0%
Value ($000) $52 Shares 239 Est. Cost $200.80 Unrealized
AROC Archrock Inc 0.0%
Value ($000) $52 Shares 2,100 Est. Cost $19.23 Unrealized +24.0%
NWFL Norwood Financial Corp 0.0%
Value ($000) $52 Shares 2,011 Est. Cost $26.77 Unrealized -6.5%
PODD Insulet Corp 0.0%
Value ($000) $52 Shares 165 Est. Cost $205.35 Unrealized +40.5%
SJM Jm Smucker CO 0.0%
Value ($000) $52 Shares 526 Est. Cost $111.58 Unrealized -3.9%
CP Canadian Pacific Kansas City L 0.0%
Value ($000) $52 Shares 650 Est. Cost $81.43 Unrealized -5.9%
SNOW Snowflake Inc 0.0%
Value ($000) $51 Shares 230 Est. Cost $122.97 Unrealized +47.0%
VTWO Vanguard Russell 2000 0.0%
Value ($000) $51 Shares 579 Est. Cost $82.38 Unrealized
LCTU Blackrock US Carbon Trns 0.0%
Value ($000) $50 Shares 736 Est. Cost $60.60 Unrealized
CFG Citizens Financial Group, Inc. 0.0%
Value ($000) $49 Shares 1,106 Est. Cost $43.22 Unrealized -10.8%
OEF Ishares S&P 100 Etf 0.0%
Value ($000) $49 Shares 162 Est. Cost $269.88 Unrealized
Berkshire Hathaway Cl B 0.0%
Value ($000) $49 Shares 100 Est. Cost $532.58 Unrealized
SPYM Spdr Portfolio S&P 500 0.0%
Value ($000) $48 Shares 663 Est. Cost $61.53 Unrealized
CHWY Chewy Inc 0.0%
Value ($000) $47 Shares 1,104 Est. Cost $26.67 Unrealized +49.4%
Tri Continental Corp 0.0%
Value ($000) $47 Shares 1,481 Est. Cost $33.04 Unrealized
VLUE iShares Edge MSCI USA Value Fact 0.0%
Value ($000) $46 Shares 408 Est. Cost $104.96 Unrealized
COR Cencora Inc. 0.0%
Value ($000) $46 Shares 153 Est. Cost $229.65 Unrealized +24.9%
PPG Ppg Industries Inc 0.0%
Value ($000) $46 Shares 400 Est. Cost $122.00 Unrealized -12.8%
DEO Diageo PLC Spons ADR 0.0%
Value ($000) $45 Shares 450 Est. Cost $140.85 Unrealized
CTAS Cintas Corp 0.0%
Value ($000) $45 Shares 200 Est. Cost $190.88 Unrealized +12.2%
MSEX Middlesex Water CO 0.0%
Value ($000) $44 Shares 820 Est. Cost $61.99 Unrealized -4.5%
ALC Alcon Inc 0.0%
Value ($000) $44 Shares 496 Est. Cost $89.99 Unrealized -0.5%
IYE Ishares U S Energy Etf 0.0%
Value ($000) $44 Shares 963 Est. Cost $44.12 Unrealized
VAW Vanguard Materials 0.0%
Value ($000) $43 Shares 222 Est. Cost $194.57 Unrealized
Cohen & Steers Qual Inc Rlty 0.0%
Value ($000) $43 Shares 3,430 Est. Cost $14.07 Unrealized
EW Edwards Lifesciences Corp 0.0%
Value ($000) $43 Shares 546 Est. Cost $72.66 Unrealized +2.6%
TFLO Ishares Treasury 0.0%
Value ($000) $42 Shares 832 Est. Cost $50.49 Unrealized
VPU Vanguard Utilities Etf 0.0%
Value ($000) $41 Shares 232 Est. Cost $137.56 Unrealized
OKE Oneok Inc 0.0%
Value ($000) $41 Shares 500 Est. Cost $81.49 Unrealized -1.0%
GNR SPDR Global Nat Resources 0.0%
Value ($000) $41 Shares 750 Est. Cost $54.11 Unrealized
HYXF iShares ESG Advanced Hi Yld Co 0.0%
Value ($000) $40 Shares 837 Est. Cost $47.26 Unrealized
PID Invesco Intl Divi Achi ETF 0.0%
Value ($000) $39 Shares 1,900 Est. Cost $19.78 Unrealized
IFRA iShares U.S. Infrastructure ETF 0.0%
Value ($000) $38 Shares 776 Est. Cost $40.27 Unrealized
SPHR SPHERE ENTERTAINMENT CO CL A 0.0%
Value ($000) $38 Shares 910 Est. Cost $43.04 Unrealized -21.3%
SPYD SPDR Portfolio SP 500 High Div 0.0%
Value ($000) $37 Shares 880 Est. Cost $45.65 Unrealized
Royce Micro-Cap Trust, Inc. 0.0%
Value ($000) $37 Shares 4,031 Est. Cost $9.61 Unrealized
MTUM Ishares Msci Usa Momntum 0.0%
Value ($000) $37 Shares 155 Est. Cost $156.89 Unrealized
ESGE Ishares Esg Aware Msci Em Etf 0.0%
Value ($000) $37 Shares 946 Est. Cost $34.22 Unrealized
WPM Wheaton Precious Metals Corp 0.0%
Value ($000) $36 Shares 405 Est. Cost $64.34 Unrealized +30.7%
ET Energy Transfer Equity LP 0.0%
Value ($000) $36 Shares 2,000 Est. Cost $16.05 Unrealized
BIIB Biogen Inc 0.0%
Value ($000) $36 Shares 284 Est. Cost $197.49 Unrealized -36.9%
SCHO Schwab Short-Term US Treasury 0.0%
Value ($000) $34 Shares 1,384 Est. Cost $36.26 Unrealized
IXG Ishares Global Financials Etf 0.0%
Value ($000) $34 Shares 304 Est. Cost $78.58 Unrealized
ESGD iShares ESG AW MSCI EAFE ETF 0.0%
Value ($000) $34 Shares 377 Est. Cost $84.17 Unrealized
Brookline Bancorp Inc 0.0%
Value ($000) $34 Shares 3,178 Est. Cost $10.12 Unrealized
LNC Lincoln National Corp. 0.0%
Value ($000) $33 Shares 960 Est. Cost $28.82 Unrealized +9.4%
VOE Vanguard Mid Cap Value 0.0%
Value ($000) $33 Shares 201 Est. Cost $116.04 Unrealized
Nuveen Quality Muni Income Fun 0.0%
Value ($000) $32 Shares 2,857 Est. Cost $12.38 Unrealized
TMFC Motley Fool 100 Index ETF 0.0%
Value ($000) $32 Shares 500 Est. Cost $44.65 Unrealized
CWT California Wtr Svc Group 0.0%
Value ($000) $32 Shares 700 Est. Cost $50.84 Unrealized -8.0%
OBDC Blue Owl Capital Corporation 0.0%
Value ($000) $32 Shares 2,200 Est. Cost $12.69 Unrealized +2.9%
RS Reliance, Inc. 0.0%
Value ($000) $31 Shares 100 Est. Cost $286.37 Unrealized +3.1%
MGK Vanguard Mega Cap Growth 0.0%
Value ($000) $31 Shares 85 Est. Cost $269.38 Unrealized
CWB SPDR Bloomberg Conv Sec ETF 0.0%
Value ($000) $31 Shares 374 Est. Cost $76.59 Unrealized
ITT Itt Inc 0.0%
Value ($000) $30 Shares 194 Est. Cost $136.13 Unrealized +4.6%
WELL Welltower Inc 0.0%
Value ($000) $30 Shares 196 Est. Cost $95.27 Unrealized +55.2%
WTRG Essential Utils Inc 0.0%
Value ($000) $30 Shares 800 Est. Cost $39.30 Unrealized -0.9%
JCPB JPMorgan Core Plus Bond ETF 0.0%
Value ($000) $30 Shares 630 Est. Cost $48.24 Unrealized
KMI Kinder Morgan Inc 0.0%
Value ($000) $29 Shares 1,000 Est. Cost $19.86 Unrealized +34.8%
ETR Entergy Corp 0.0%
Value ($000) $28 Shares 340 Est. Cost $63.28 Unrealized +28.4%
CCL Carnival Corp 0.0%
Value ($000) $28 Shares 1,000 Est. Cost $16.93 Unrealized +26.4%
BITO ProShares Bitcoin Strategy ETF 0.0%
Value ($000) $28 Shares 1,291 Est. Cost $22.39 Unrealized
AMKAF A P Moeller Maersk Ord 0.0%
Value ($000) $28 Shares 15 Est. Cost $1492.23 Unrealized +15.5%
ILCG Ishares Mrnstar Lrg Cap 0.0%
Value ($000) $28 Shares 286 Est. Cost $75.48 Unrealized
VTIP Vanguard Shrt Inf Prot 0.0%
Value ($000) $28 Shares 547 Est. Cost $48.70 Unrealized
VTEB Vanguard Tax Exempt Bd Idx ETF 0.0%
Value ($000) $27 Shares 560 Est. Cost $51.12 Unrealized
MU Micron Technology Inc 0.0%
Value ($000) $27 Shares 220 Est. Cost $103.98 Unrealized -10.3%
SHYG iShares 0-5 Year High Yield Corp 0.0%
Value ($000) $27 Shares 625 Est. Cost $42.22 Unrealized
SUSC Ishar Tru Esg Awr Usd 0.0%
Value ($000) $27 Shares 1,142 Est. Cost $23.56 Unrealized
GNRC Generac Hldgs Inc 0.0%
Value ($000) $26 Shares 185 Est. Cost $148.36 Unrealized -17.8%
Blackrock Core Bond Trust 0.0%
Value ($000) $26 Shares 2,724 Est. Cost $12.04 Unrealized
ADM Archer-Daniels-Midland Co. 0.0%
Value ($000) $26 Shares 500 Est. Cost $46.80 Unrealized +1.6%
BBWI Bath & Body Works Inc 0.0%
Value ($000) $26 Shares 873 Est. Cost $31.52 Unrealized -10.2%
APA APA Corporation 0.0%
Value ($000) $26 Shares 1,401 Est. Cost $17.35 Unrealized -2.8%
PBR Petroleo Brasileiro Sa Petrobr 0.0%
Value ($000) $25 Shares 2,000 Est. Cost $14.59 Unrealized
FYX First Trust Small Cap AlphaDEX 0.0%
Value ($000) $25 Shares 257 Est. Cost $91.56 Unrealized
SHM SPDR Nuveen Bloomberg Barclays 0.0%
Value ($000) $25 Shares 514 Est. Cost $48.14 Unrealized
COMT iShares GSCI Commodity Dynamic R 0.0%
Value ($000) $25 Shares 950 Est. Cost $25.07 Unrealized
O'Shares Global Internet 0.0%
Value ($000) $24 Shares 457 Est. Cost $36.51 Unrealized
WOMN TIDAL TR III/YWCA WOMENS EMPOW 0.0%
Value ($000) $24 Shares 600 Est. Cost $38.66 Unrealized
KD Kyndryl Hldgs Inc 0.0%
Value ($000) $24 Shares 563 Est. Cost $19.54 Unrealized +85.0%
DGS WisdomTree Emerging Mkts Small 0.0%
Value ($000) $23 Shares 423 Est. Cost $53.70 Unrealized
PEY Invesco High Yield Eq Div ETF 0.0%
Value ($000) $23 Shares 1,142 Est. Cost $21.93 Unrealized
CDW CDW Corp 0.0%
Value ($000) $23 Shares 129 Est. Cost $230.53 Unrealized -27.1%
MLI Mueller Inds Inc 0.0%
Value ($000) $23 Shares 286 Est. Cost $79.01 Unrealized -5.2%
HAL Halliburton CO 0.0%
Value ($000) $23 Shares 1,115 Est. Cost $30.10 Unrealized -31.7%
NXPI NXP Semiconductors NV 0.0%
Value ($000) $23 Shares 103 Est. Cost $244.07 Unrealized -21.0%
Ansys Inc 0.0%
Value ($000) $22 Shares 64 Est. Cost $318.63 Unrealized
AZN Astrazeneca PLC Spons ADR 0.0%
Value ($000) $22 Shares 313 Est. Cost $77.91 Unrealized
SLYG SPDR S&P 600 Smcp Grw ETF 0.0%
Value ($000) $22 Shares 246 Est. Cost $93.11 Unrealized
EL Lauder Estee Cos Cl-A 0.0%
Value ($000) $22 Shares 270 Est. Cost $92.25 Unrealized -31.0%
FXE Invesco Currencyshares Euro ET 0.0%
Value ($000) $22 Shares 200 Est. Cost $108.79 Unrealized
NTAP Netapp Inc 0.0%
Value ($000) $21 Shares 200 Est. Cost $121.10 Unrealized -22.8%
TD Toronto Dominion Bank 0.0%
Value ($000) $21 Shares 284 Est. Cost $59.11 Unrealized +10.4%
VNT Vontier Corp 0.0%
Value ($000) $21 Shares 556 Est. Cost $35.55 Unrealized -4.2%
XYZ Block Inc 0.0%
Value ($000) $20 Shares 300 Est. Cost $64.60 Unrealized -9.9%
General Electric Company 0.0%
Value ($000) $20 Shares 78 Est. Cost $257.95 Unrealized
IHI iShares U.S. Medical Devices 0.0%
Value ($000) $20 Shares 318 Est. Cost $53.97 Unrealized
EQT EQT Corporation 0.0%
Value ($000) $20 Shares 340 Est. Cost $53.58 Unrealized 0.0%
YUMC Yum China Holdings Inc 0.0%
Value ($000) $20 Shares 443 Est. Cost $38.76 Unrealized +15.3%
Blackrock Muniyield NY Quality 0.0%
Value ($000) $20 Shares 2,053 Est. Cost $10.78 Unrealized
EWD iShares MSCI Sweden Index 0.0%
Value ($000) $19 Shares 414 Est. Cost $43.41 Unrealized
ALGN Align Technology Inc 0.0%
Value ($000) $19 Shares 100 Est. Cost $235.95 Unrealized -25.1%
ATO Atmos Energy Corp 0.0%
Value ($000) $19 Shares 122 Est. Cost $143.02 Unrealized +7.1%
HMC Honda Motor Co Ltd 0.0%
Value ($000) $19 Shares 650 Est. Cost $30.91 Unrealized
ANET Arista Networks Inc 0.0%
Value ($000) $18 Shares 180 Est. Cost $101.39 Unrealized -14.7%
LNG Cheniere Energy Inc 0.0%
Value ($000) $18 Shares 75 Est. Cost $231.60 Unrealized 0.0%
LVS Las Vegas Sands Corp 0.0%
Value ($000) $18 Shares 414 Est. Cost $39.88 Unrealized -3.5%
CASY Casey's General Stores Inc 0.0%
Value ($000) $18 Shares 35 Est. Cost $371.29 Unrealized +23.7%
Pimco Municipal Incm Fd 0.0%
Value ($000) $18 Shares 2,200 Est. Cost $9.33 Unrealized
ETSY Etsy, Inc. 0.0%
Value ($000) $18 Shares 350 Est. Cost $67.32 Unrealized -26.1%
ODFL Old Dominion Freight Line Inc 0.0%
Value ($000) $18 Shares 108 Est. Cost $158.74 Unrealized 0.0%
HLN Haleon PLC Spon ADR 0.0%
Value ($000) $17 Shares 1,683 Est. Cost $10.58 Unrealized
BC Brunswick Corp 0.0%
Value ($000) $17 Shares 300 Est. Cost $74.88 Unrealized -33.7%
Amcor Plc 0.0%
Value ($000) $17 Shares 1,799 Est. Cost $9.64 Unrealized -5.1%
CELH Celsius Holdings Inc 0.0%
Value ($000) $16 Shares 350 Est. Cost $28.86 Unrealized +33.5%
JCI Johnson Controls International 0.0%
Value ($000) $16 Shares 152 Est. Cost $68.96 Unrealized +33.1%
ARTY Ishare Robot Artif Intel 0.0%
Value ($000) $16 Shares 387 Est. Cost $33.09 Unrealized
NGG National Grid PLC ADR 0.0%
Value ($000) $16 Shares 210 Est. Cost $68.88 Unrealized
OLED Universal Display Co 0.0%
Value ($000) $15 Shares 100 Est. Cost $161.47 Unrealized -14.1%
SW Smurfit Westrock Ltd 0.0%
Value ($000) $15 Shares 356 Est. Cost $43.84 Unrealized -3.8%
RWO SPDR Dow Jones Global Real Est 0.0%
Value ($000) $15 Shares 342 Est. Cost $47.51 Unrealized
BIP Brookfield Infrastructure Part 0.0%
Value ($000) $15 Shares 450 Est. Cost $35.09 Unrealized
KR Kroger CO 0.0%
Value ($000) $15 Shares 210 Est. Cost $52.14 Unrealized +30.8%
PNC PNC Financial Services Group 0.0%
Value ($000) $15 Shares 80 Est. Cost $167.50 Unrealized -0.9%
DRI Darden Restaurants Inc 0.0%
Value ($000) $15 Shares 68 Est. Cost $145.50 Unrealized +40.4%
LRCX Lam Research Corporation 0.0%
Value ($000) $15 Shares 150 Est. Cost $78.11 Unrealized +1.0%
DNP Select Income Fund Inc 0.0%
Value ($000) $14 Shares 1,468 Est. Cost $8.48 Unrealized
DAL Delta Air Lines Inc 0.0%
Value ($000) $14 Shares 290 Est. Cost $42.88 Unrealized +6.2%
Walgreens Boots Alli 0.0%
Value ($000) $14 Shares 1,235 Est. Cost $10.61 Unrealized
Z Zillow Group Inc Cl C 0.0%
Value ($000) $14 Shares 200 Est. Cost $53.70 Unrealized +25.5%
EWT iShares MSCI Taiwan ETF 0.0%
Value ($000) $14 Shares 244 Est. Cost $53.87 Unrealized
MGV Vanguard Mega Cap Value 0.0%
Value ($000) $14 Shares 105 Est. Cost $109.37 Unrealized
IYK iShares DJ US Consumer Goods 0.0%
Value ($000) $14 Shares 195 Est. Cost $108.99 Unrealized
CG The Carlyle Group Inc. 0.0%
Value ($000) $14 Shares 266 Est. Cost $30.71 Unrealized +37.2%
INGR Ingredion Inc 0.0%
Value ($000) $14 Shares 100 Est. Cost $127.20 Unrealized +6.1%
BOTZ Global X Robotics Artfcl 0.0%
Value ($000) $14 Shares 414 Est. Cost $30.74 Unrealized
SYF Synchrony Financial 0.0%
Value ($000) $13 Shares 200 Est. Cost $30.33 Unrealized +82.5%
DYNF Blackrock US Eqy Fctr 0.0%
Value ($000) $13 Shares 245 Est. Cost $48.76 Unrealized
FTNT Fortinet Inc 0.0%
Value ($000) $13 Shares 125 Est. Cost $74.83 Unrealized +34.8%
BEPC Brookfield Renewable Corp Cl A 0.0%
Value ($000) $13 Shares 400 Est. Cost $26.31 Unrealized +7.9%
DFJ WisdomTree Japan SmallCap Divi 0.0%
Value ($000) $13 Shares 153 Est. Cost $80.66 Unrealized
O'Shares FTSE U.S. Quality Divid 0.0%
Value ($000) $13 Shares 242 Est. Cost $46.09 Unrealized
Nuveen New York Amt-Free Quali 0.0%
Value ($000) $13 Shares 1,306 Est. Cost $11.20 Unrealized
FISI Financial Instns Inc 0.0%
Value ($000) $13 Shares 500 Est. Cost $22.38 Unrealized +8.1%
NTRS Northern Tr Corp 0.0%
Value ($000) $13 Shares 100 Est. Cost $84.00 Unrealized +19.6%
ELVA Electrovaya Inc New 0.0%
Value ($000) $13 Shares 3,696 Est. Cost $2.25 Unrealized +30.6%
FDL First Trust Morningstar Div 0.0%
Value ($000) $12 Shares 295 Est. Cost $35.88 Unrealized
SPYG SPDR Portfolio S&P 500 Growth ET 0.0%
Value ($000) $12 Shares 127 Est. Cost $81.64 Unrealized
KVUE Kenvue Inc 0.0%
Value ($000) $12 Shares 558 Est. Cost $19.64 Unrealized +12.8%
EMB iShares J.P. Morgan USD Emerging 0.0%
Value ($000) $12 Shares 126 Est. Cost $89.66 Unrealized
PTLO Portillos Inc 0.0%
Value ($000) $12 Shares 1,000 Est. Cost $15.45 Unrealized -25.3%
EFNL iShares MSCI Finland Capped 0.0%
Value ($000) $11 Shares 276 Est. Cost $37.88 Unrealized
ENOR iShares MSCI Norway Capped 0.0%
Value ($000) $11 Shares 405 Est. Cost $24.49 Unrealized
EWY iShares MSCI South Korea Index 0.0%
Value ($000) $11 Shares 157 Est. Cost $63.96 Unrealized
ARKQ ARK Autonomous Tech & Robotics E 0.0%
Value ($000) $11 Shares 126 Est. Cost $66.26 Unrealized
SONY Sony Corp Sponsored ADR 0.0%
Value ($000) $11 Shares 430 Est. Cost $26.03 Unrealized
EWL iShares MSCI Switzerland Index 0.0%
Value ($000) $11 Shares 200 Est. Cost $52.10 Unrealized
VALU Value Line, Inc. 0.0%
Value ($000) $11 Shares 280 Est. Cost $44.01 Unrealized -11.1%
Invesco Muni Income Opp Trust 0.0%
Value ($000) $10 Shares 1,824 Est. Cost $6.86 Unrealized
SCHE Schwab Emerging Markets 0.0%
Value ($000) $10 Shares 342 Est. Cost $29.15 Unrealized
WHR Whirlpool Corporation 0.0%
Value ($000) $10 Shares 100 Est. Cost $100.51 Unrealized -17.2%
STLA Stellantis N.V ADR 0.0%
Value ($000) $10 Shares 1,000 Est. Cost $13.05 Unrealized
CHMG Chemung Finl Crp 0.0%
Value ($000) $10 Shares 200 Est. Cost $45.03 Unrealized +0.1%
LXRX Lexicon Pharmaceuticals Inc 0.0%
Value ($000) $9 Shares 10,000 Est. Cost $0.65 Unrealized 0.0%
DJT Digital World Acquisitio 0.0%
Value ($000) $9 Shares 516 Est. Cost $16.32 Unrealized +33.3%
Pimco Dynamic Income Cf 0.0%
Value ($000) $9 Shares 487 Est. Cost $17.95 Unrealized
VTRS Viatris Inc 0.0%
Value ($000) $9 Shares 1,019 Est. Cost $8.81 Unrealized -6.9%
Invesco California Value Muni 0.0%
Value ($000) $9 Shares 874 Est. Cost $10.89 Unrealized
LOGI Logitech International S.A. 0.0%
Value ($000) $9 Shares 100 Est. Cost $86.47 Unrealized -7.5%
HOG Harley Davidson Inc 0.0%
Value ($000) $9 Shares 363 Est. Cost $36.11 Unrealized -34.2%
OPPE WisdomTree European Opportunit 0.0%
Value ($000) $8 Shares 178 Est. Cost $38.99 Unrealized
WAL Western Alliance Bancorporation 0.0%
Value ($000) $8 Shares 105 Est. Cost $48.09 Unrealized +47.0%
EZU iShares MSCI Eurzone ETF 0.0%
Value ($000) $8 Shares 137 Est. Cost $59.45 Unrealized
SCI Service Corp Intl 0.0%
Value ($000) $8 Shares 100 Est. Cost $78.07 Unrealized 0.0%
PSA Public Storage Inc REIT 0.0%
Value ($000) $8 Shares 27 Est. Cost $306.57 Unrealized -6.2%
AEP American Elec Pwr Inc 0.0%
Value ($000) $8 Shares 75 Est. Cost $93.04 Unrealized +9.6%
TTWO Take Two Interactv 0.0%
Value ($000) $8 Shares 32 Est. Cost $149.20 Unrealized +51.0%
VRT Vertiv Holdings Co 0.0%
Value ($000) $8 Shares 60 Est. Cost $103.25 Unrealized -5.9%
CRWD Crowdstrike Hldgs Inc 0.0%
Value ($000) $8 Shares 15 Est. Cost $381.06 Unrealized +13.8%
LCTD Blackrock Wrld Ex US 0.0%
Value ($000) $8 Shares 150 Est. Cost $46.19 Unrealized
SRE Sempra 0.0%
Value ($000) $8 Shares 100 Est. Cost $66.74 Unrealized +8.8%
PAWZ Proshares Trust Pet Care ETF 0.0%
Value ($000) $8 Shares 130 Est. Cost $59.65 Unrealized
EWJ Ishares Msci Japan ETF 0.0%
Value ($000) $7 Shares 100 Est. Cost $71.54 Unrealized
GT Goodyear Tire & Rubber 0.0%
Value ($000) $7 Shares 705 Est. Cost $13.29 Unrealized -20.3%
Eaton Vance Tax Man Gl D 0.0%
Value ($000) $7 Shares 800 Est. Cost $7.72 Unrealized
VFC V.F. Corp 0.0%
Value ($000) $7 Shares 595 Est. Cost $16.74 Unrealized -26.0%
WAT Waters Corp 0.0%
Value ($000) $7 Shares 20 Est. Cost $325.56 Unrealized +5.6%
RIVN Rivian Automotive, Inc. 0.0%
Value ($000) $7 Shares 500 Est. Cost $14.71 Unrealized -7.8%
BINC Blackrock Flexible 0.0%
Value ($000) $7 Shares 130 Est. Cost $52.56 Unrealized
ZG Zillow Group Inc 0.0%
Value ($000) $7 Shares 100 Est. Cost $52.05 Unrealized +27.3%
EDEN iShares MSCI Denmark ETF 0.0%
Value ($000) $7 Shares 60 Est. Cost $127.02 Unrealized
VWDRY Vestas Wind Sys As Utd 0.0%
Value ($000) $7 Shares 1,350 Est. Cost $10.49 Unrealized
ANIX Anixa Biosciences Inc 0.0%
Value ($000) $7 Shares 2,000 Est. Cost $2.86 Unrealized 0.0%
DVN Devon Energy Corporation 0.0%
Value ($000) $6 Shares 200 Est. Cost $36.52 Unrealized -14.4%
VEEV Veeva Sys Inc 0.0%
Value ($000) $6 Shares 22 Est. Cost $197.66 Unrealized +25.5%
BABA Alibaba Group Hldg Ltd 0.0%
Value ($000) $6 Shares 54 Est. Cost $132.22 Unrealized
XPCKX PIMCO California Municipal Inc 0.0%
Value ($000) $6 Shares 1,131 Est. Cost $6.28 Unrealized
NOVT Novanta Inc ADR 0.0%
Value ($000) $6 Shares 47 Est. Cost $121.71 Unrealized 0.0%
TMP Tompkins Financial Corporation 0.0%
Value ($000) $6 Shares 95 Est. Cost $53.79 Unrealized +9.6%
SIRI Siriusxm Holdings Inc 0.0%
Value ($000) $6 Shares 250 Est. Cost $25.50 Unrealized -15.6%
GPK Graphic Packaging Holding Compan 0.0%
Value ($000) $6 Shares 269 Est. Cost $22.41 Unrealized +3.2%
FSLR First Solar Inc 0.0%
Value ($000) $6 Shares 34 Est. Cost $187.41 Unrealized -21.2%
SPH Suburban Propane Partners LP 0.0%
Value ($000) $6 Shares 300 Est. Cost $17.94 Unrealized
OMC Omnicom Group 0.0%
Value ($000) $5 Shares 75 Est. Cost $91.91 Unrealized -21.7%
OGN Organon & Co 0.0%
Value ($000) $5 Shares 529 Est. Cost $19.43 Unrealized -47.2%
SPDR Bloomberg Barclays High Yie 0.0%
Value ($000) $5 Shares 52 Est. Cost $94.73 Unrealized
QSR Restaurant Brands 0.0%
Value ($000) $5 Shares 76 Est. Cost $69.56 Unrealized -4.0%
MTN Vail Resorts Inc 0.0%
Value ($000) $5 Shares 32 Est. Cost $184.79 Unrealized -19.6%
Viacomcbs Inc 0.0%
Value ($000) $5 Shares 381 Est. Cost $14.66 Unrealized
VOD Vodafone Group plc 0.0%
Value ($000) $5 Shares 440 Est. Cost $10.02 Unrealized
DECK Deckers Outdoor Corp 0.0%
Value ($000) $5 Shares 45 Est. Cost $155.88 Unrealized -29.0%
SHOP Shopify Inc. 0.0%
Value ($000) $5 Shares 40 Est. Cost $63.86 Unrealized +56.6%
SCE Trust II Trust Preferred 0.0%
Value ($000) $4 Shares 275 Est. Cost $20.61 Unrealized
BIDU Baidu Inc 0.0%
Value ($000) $4 Shares 50 Est. Cost $92.04 Unrealized
SUSB Ishares Esg Awr 1-5 Y 0.0%
Value ($000) $4 Shares 166 Est. Cost $25.16 Unrealized
AVB Avalonbay Communities Inc REIT 0.0%
Value ($000) $4 Shares 20 Est. Cost $205.33 Unrealized -3.1%
ARE Alexandria Real Estate Equitie 0.0%
Value ($000) $4 Shares 56 Est. Cost $109.24 Unrealized -35.2%
XTEN Bndblxx Blmbrg 10 Yr Trg 0.0%
Value ($000) $4 Shares 88 Est. Cost $46.16 Unrealized
NCLH Norwegian Cruise Line Holdings 0.0%
Value ($000) $4 Shares 200 Est. Cost $18.16 Unrealized -1.5%
WEN Wendy's International Inc. 0.0%
Value ($000) $4 Shares 354 Est. Cost $19.02 Unrealized -35.9%
VIK Viking Holdings Ltd 0.0%
Value ($000) $4 Shares 75 Est. Cost $34.22 Unrealized +29.0%
OXY/WS Occidental Pete Corp Wt Exp 08 0.0%
Value ($000) $4 Shares 193 Est. Cost $29.72 Unrealized
LYFT Lyft Inc 0.0%
Value ($000) $4 Shares 250 Est. Cost $11.64 Unrealized +20.3%
MFC Manulife Finl Corp ADR 0.0%
Value ($000) $4 Shares 118 Est. Cost $26.86 Unrealized +14.7%
ETHE Grayscale Ethereum Trust ETF 0.0%
Value ($000) $4 Shares 180 Est. Cost $28.02 Unrealized
NOV NOV Inc 0.0%
Value ($000) $4 Shares 299 Est. Cost $17.75 Unrealized -29.1%
ERIC Telefonaktiebolaget LM Ericsson 0.0%
Value ($000) $4 Shares 437 Est. Cost $6.30 Unrealized
MC Moelis & Company 0.0%
Value ($000) $4 Shares 59 Est. Cost $43.48 Unrealized +24.8%
SOLV Solventum Corp 0.0%
Value ($000) $3 Shares 46 Est. Cost $60.23 Unrealized +17.6%
AOM iShares Core Moderate Allocation 0.0%
Value ($000) $3 Shares 75 Est. Cost $41.51 Unrealized
TAN Invesco Solar ETF 0.0%
Value ($000) $3 Shares 100 Est. Cost $43.11 Unrealized
LW Lamb Weston Holdings Inc 0.0%
Value ($000) $3 Shares 66 Est. Cost $63.91 Unrealized -17.5%
BROS Dutch Bros Inc 0.0%
Value ($000) $3 Shares 50 Est. Cost $27.24 Unrealized +139.5%
AMTM Amentum Holdings Inc 0.0%
Value ($000) $3 Shares 138 Est. Cost $25.85 Unrealized -19.2%
SCHB Schwab US Broad Market 0.0%
Value ($000) $3 Shares 126 Est. Cost $33.96 Unrealized
TK Teekay Corporation (BM) 0.0%
Value ($000) $3 Shares 350 Est. Cost $6.91 Unrealized +12.1%
Brookfield Renewable Corporation 0.0%
Value ($000) $3 Shares 86 Est. Cost $27.92 Unrealized
CNMD Conmed Corp 0.0%
Value ($000) $3 Shares 51 Est. Cost $63.80 Unrealized -14.6%
LVMUY Lvmh Moet Hennessy Lou 0.0%
Value ($000) $3 Shares 25 Est. Cost $162.44 Unrealized
LUV Southwest Airlines Co. 0.0%
Value ($000) $2 Shares 70 Est. Cost $28.05 Unrealized +5.8%
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 -11.6%
CAG Conagra Brands Inc 0.0%
Value ($000) $2 Shares 103 Est. Cost $28.24 Unrealized -20.5%
The AES Corporation 0.0%
Value ($000) $2 Shares 200 Est. Cost $12.42 Unrealized
NNOX Nano X Imaging Ltd 0.0%
Value ($000) $2 Shares 400 Est. Cost $7.10 Unrealized -28.2%
EUSB Ishares Esg Advnc Ttl 0.0%
Value ($000) $2 Shares 47 Est. Cost $44.30 Unrealized
Synovus Financial Corp. 0.0%
Value ($000) $2 Shares 38 Est. Cost $44.38 Unrealized
AllianceBernstein Gl High IncFun 0.0%
Value ($000) $2 Shares 175 Est. Cost $10.73 Unrealized
ILMN Illumina Inc 0.0%
Value ($000) $2 Shares 20 Est. Cost $123.37 Unrealized -34.2%
IXC iShares Global Energy 0.0%
Value ($000) $2 Shares 46 Est. Cost $42.23 Unrealized
Novo-Nordisk A-S Adr 0.0%
Value ($000) $2 Shares 25 Est. Cost $69.04 Unrealized
SRPT Sarepta Therapeutics Inc 0.0%
Value ($000) $2 Shares 100 Est. Cost $42.66 Unrealized 0.0%
Aptiv Plc 0.0%
Value ($000) $2 Shares 25 Est. Cost $59.52 Unrealized
IEP Icahn Enterprise LP 0.0%
Value ($000) $2 Shares 200 Est. Cost $13.52 Unrealized
New York Cmnty Banco 0.0%
Value ($000) $1 Shares 133 Est. Cost $8.23 Unrealized
BGS B & G Foods Inc 0.0%
Value ($000) $1 Shares 300 Est. Cost $5.70 Unrealized -19.5%
PHYL Pgim Active High Yield 0.0%
Value ($000) $1 Shares 35 Est. Cost $34.83 Unrealized
Ouster Inc 0.0%
Value ($000) $1 Shares 50 Est. Cost $7.68 Unrealized
UA Under Armour Inc 0.0%
Value ($000) $1 Shares 185 Est. Cost $8.04 Unrealized -26.6%
GM General Motors Company 0.0%
Value ($000) $1 Shares 24 Est. Cost $44.69 Unrealized +5.3%
BITB Bitwise ETF 0.0%
Value ($000) $1 Shares 20 Est. Cost $58.60 Unrealized
QCLN FirstTrust NASDAQ Clean Edge Gre 0.0%
Value ($000) $1 Shares 35 Est. Cost $42.17 Unrealized
TOST Toast Inc 0.0%
Value ($000) $1 Shares 25 Est. Cost $39.30 Unrealized 0.0%
CAVA Cava Group Inc 0.0%
Value ($000) $1 Shares 13 Est. Cost $108.42 Unrealized -21.3%
BIZD VanEck BDC Income ETF 0.0%
Value ($000) $1 Shares 61 Est. Cost $16.25 Unrealized
MUX McEwen Inc. 0.0%
Value ($000) $1 Shares 100 Est. Cost $9.23 Unrealized -11.7%
SSRM SSR Mining Inc. 0.0%
Value ($000) $1 Shares 75 Est. Cost $6.22 Unrealized +81.2%
HOOD Robinhood Mkts Inc 0.0%
Value ($000) $1 Shares 10 Est. Cost $47.54 Unrealized +24.5%
LIT Global X Lithium Battery 0.0%
Value ($000) $1 Shares 24 Est. Cost $50.94 Unrealized
JBLU JetBlue Airways Corporation 0.0%
Value ($000) $1 Shares 215 Est. Cost $6.25 Unrealized -28.3%
FLG Flagstar Financial, Inc. 0.0%
Value ($000) $1 Shares 83 Est. Cost $10.86 Unrealized +4.9%
Wolfspeed Inc 0.0%
Value ($000) $1 Shares 2,200 Est. Cost $5.02 Unrealized
SNAP Snap Inc. 0.0%
Value ($000) $1 Shares 100 Est. Cost $12.26 Unrealized -32.3%
NXDR Nextdoor Hldgs Inc 0.0%
Value ($000) $1 Shares 500 Est. Cost $1.76 Unrealized -14.5%
IHG Intercontinental Hotels Group 0.0%
Value ($000) $1 Shares 7 Est. Cost $110.43 Unrealized
BRCC Brc Inc 0.0%
Value ($000) $1 Shares 575 Est. Cost $2.55 Unrealized -27.4%
SPMO Invsc S P 500 Momentum 0.0%
Value ($000) $1 Shares 6 Est. Cost $92.50 Unrealized
CSWC Capital Southwest Corp 0.0%
Value ($000) $1 Shares 30 Est. Cost $19.85 Unrealized -6.1%
AMBA Ambarella Inc 0.0%
Value ($000) $1 Shares 10 Est. Cost $68.45 Unrealized -22.5%
SDZNY Sandoz Group Ag 0.0%
Value ($000) $1 Shares 11 Est. Cost $32.00 Unrealized
BHF Brighthouse Financial, Inc. 0.0%
Value ($000) $1 Shares 11 Est. Cost $55.85 Unrealized +0.6%
VALE Vale Sa 0.0%
Value ($000) $0 Shares 50 Est. Cost $8.88 Unrealized
ETH Grayscale Ethereum Mini Trust ET 0.0%
Value ($000) $0 Shares 18 Est. Cost $31.50 Unrealized
Zeekr Intelligent Te A 0.0%
Value ($000) $0 Shares 15 Est. Cost $25.53 Unrealized
UAA Under Armour, Inc. 0.0%
Value ($000) $0 Shares 50 Est. Cost $7.69 Unrealized -19.0%
Blackrock Core Bd Tr 0.0%
Value ($000) $0 Shares 2,724 Est. Cost $0.11 Unrealized
BUZZ VanEck Vectors Social Sentiment 0.0%
Value ($000) $0 Shares 9 Est. Cost $18.67 Unrealized
SONO Sonos, Inc. 0.0%
Value ($000) $0 Shares 25 Est. Cost $13.46 Unrealized -27.7%
ABOS Acumen Pharmaceuticals I 0.0%
Value ($000) $0 Shares 200 Est. Cost $1.07 Unrealized 0.0%
SIRIUS XM Radio Inc. 0.0%
Value ($000) $0 Shares 10 Est. Cost $22.80 Unrealized
GRAL Grail Inc 0.0%
Value ($000) $0 Shares 3 Est. Cost $15.16 Unrealized +138.8%
Greenpower Motor Co 0.0%
Value ($000) $0 Shares 356 Est. Cost $3.13 Unrealized
QS Quantumscape Corp 0.0%
Value ($000) $0 Shares 20 Est. Cost $4.23 Unrealized 0.0%
CRSP Crispr Therapeutic 0.0%
Value ($000) $0 Shares 2 Est. Cost $50.74 Unrealized -23.7%
DOCU Docusign Inc 0.0%
Value ($000) $0 Shares 1 Est. Cost $56.04 Unrealized +44.3%
PLUG Plug Power Inc 0.0%
Value ($000) $0 Shares 50 Est. Cost $2.18 Unrealized -54.3%
GII SPDR S&P Global Infrastructure E 0.0%
Value ($000) $0 Shares 1 Est. Cost $53.00 Unrealized
VWOB Vanguard Emerging Markt 0.0%
Value ($000) $0 Shares 1 Est. Cost $64.00 Unrealized
OCGN Ocugen, Inc. 0.0%
Value ($000) $0 Shares 50 Est. Cost $0.92 Unrealized -9.4%
ACB Aurora Cannabis Inc 0.0%
Value ($000) $0 Shares 11 Est. Cost $5.92 Unrealized -18.2%
Mind Medicine Mindmed Inc 0.0%
Value ($000) $0 Shares 6 Est. Cost $5.67 Unrealized
Allbirds Inc 0.0%
Value ($000) $0 Shares 2 Est. Cost $6.50 Unrealized
CRON Cronos Group Inc 0.0%
Value ($000) $0 Shares 10 Est. Cost $1.93 Unrealized -2.0%
BYND Beyond Meat Inc 0.0%
Value ($000) $0 Shares 5 Est. Cost $3.68 Unrealized -21.3%
Canopy Growth Corp 0.0%
Value ($000) $0 Shares 2 Est. Cost $1.00 Unrealized
PREDQ Predictive Technology Group, Inc 0.0%
Value ($000) $0 Shares 5 Est. Cost $0.00 Unrealized -54.3%
Alterrus Systems Inc Xxx 0.0%
Value ($000) $0 Shares 22 Est. Cost Unrealized
Altaba Inc Xxx 0.0%
Value ($000) $0 Shares 33 Est. Cost Unrealized
Sunpower Corp 0.0%
Value ($000) $0 Shares 6 Est. Cost $4.83 Unrealized
Savient Pharmaceuticaxxx 0.0%
Value ($000) $0 Shares 500 Est. Cost Unrealized
Advanced Sys Enterprises 0.0%
Value ($000) $0 Shares 1,000 Est. Cost Unrealized
VSTCQ Vision Technology Co 0.0%
Value ($000) $0 Shares 100 Est. Cost $0.00 Unrealized 0.0%
HCMC Healthier Choices Manage 0.0%
Value ($000) $0 Shares 500,000 Est. Cost $0.00 Unrealized +32.4%
Medclean Tech Inc Xxx 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
Halo Spin Out Spv Inc 0.0%
Value ($000) $0 Shares 114 Est. Cost Unrealized
HMNY Helios & Matheson Analyt 0.0%
Value ($000) $0 Shares 15,000 Est. Cost $0.00 Unrealized +17.4%
HMBL HUMBL, Inc. 0.0%
Value ($000) $0 Shares 125 Est. Cost $0.00 Unrealized -47.4%
FLWPF Flowr Corp New 0.0%
Value ($000) $0 Shares 100 Est. Cost $0.00 Unrealized -80.8%
Generex Biotech Corp Xxx 0.0%
Value ($000) $0 Shares 235 Est. Cost Unrealized
Hereuare Inc 0.0%
Value ($000) $0 Shares 7 Est. Cost Unrealized
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
NEM Newmont Mining Corp. 0.0%
Value ($000) $0 Shares 105 Est. Cost $36.81 Unrealized +43.7%