NBT BANK N A /NY Diversified Active

CIK: 0000898413 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Oct 28, 2025

Total Value ($000): $1,535,424 (100.0% shares, 0.0% debt)

Holdings (814)

MSFT Microsoft Corp 6.9%
Value ($000) $106,441 Shares 205,471 Est. Cost $209.24 Unrealized +143.1%
AAPL Apple Inc 4.6%
Value ($000) $71,388 Shares 270,585 Est. Cost $121.50 Unrealized +85.7%
GUNR FlexShares Mstar Glbl Upstrm N 2.7%
Value ($000) $41,083 Shares 938,311 Est. Cost $32.59 Unrealized
JPM JP Morgan Chase & CO 2.7%
Value ($000) $40,950 Shares 128,430 Est. Cost $76.81 Unrealized +285.3%
GOOGL Alphabet Inc Cl A 2.5%
Value ($000) $38,021 Shares 154,242 Est. Cost $125.41 Unrealized +66.8%
GOOG Alphabet Inc Cl C 2.4%
Value ($000) $36,836 Shares 149,537 Est. Cost $120.37 Unrealized +74.4%
EFG iShares MSCI EAFE Growth 2.1%
Value ($000) $31,840 Shares 276,227 Est. Cost $85.42 Unrealized
TT Trane Technologies Plc ADR 1.6%
Value ($000) $25,295 Shares 59,946 Est. Cost $195.76 Unrealized +117.9%
LOW Lowes Companies Inc 1.5%
Value ($000) $23,723 Shares 94,156 Est. Cost $118.00 Unrealized +107.0%
IUSG Ishares Core S&P US 1.4%
Value ($000) $21,805 Shares 165 Est. Cost $111.66 Unrealized
AMZN Amazon.Com Inc 1.4%
Value ($000) $21,378 Shares 96,351 Est. Cost $138.02 Unrealized +64.0%
JNJ Johnson & Johnson 1.3%
Value ($000) $20,590 Shares 108,777 Est. Cost $96.37 Unrealized +75.9%
CAT Caterpillar Inc 1.3%
Value ($000) $19,943 Shares 31,110 Est. Cost $231.10 Unrealized +84.1%
PG Procter & Gamble CO 1.3%
Value ($000) $19,528 Shares 123,582 Est. Cost $98.45 Unrealized +57.3%
MCD Mc Donalds Corp 1.3%
Value ($000) $19,376 Shares 63,978 Est. Cost $151.29 Unrealized +99.2%
XOM Exxon Mobil Corporation 1.3%
Value ($000) $19,373 Shares 164,108 Est. Cost $66.17 Unrealized +65.8%
BRK/B Berkshire Hathaway Inc Cl B 1.2%
Value ($000) $19,017 Shares 35,781 Est. Cost $287.46 Unrealized +68.5%
VTV Vanguard Value Etf 1.2%
Value ($000) $18,626 Shares 1,415 Est. Cost $157.77 Unrealized
VTI Vanguard Total Stock Market 1.2%
Value ($000) $18,611 Shares 4,631 Est. Cost $251.78 Unrealized
RTX Raytheon Technologies Co 0.9%
Value ($000) $14,380 Shares 83,921 Est. Cost $64.98 Unrealized +137.4%
IBM Intl Business Machines Corp. 0.9%
Value ($000) $14,239 Shares 47,776 Est. Cost $136.20 Unrealized +90.6%
ORCL Oracle Corp. 0.9%
Value ($000) $14,216 Shares 49,772 Est. Cost $52.92 Unrealized +380.2%
DE Deere & CO 0.9%
Value ($000) $14,170 Shares 31,436 Est. Cost $271.73 Unrealized +80.2%
ABT Abbott Laboratories 0.9%
Value ($000) $13,976 Shares 103,810 Est. Cost $64.67 Unrealized +102.0%
COST Costco Wholesale Corp 0.9%
Value ($000) $13,947 Shares 15,829 Est. Cost $501.43 Unrealized +90.8%
NVDA Nvidia Corp 0.9%
Value ($000) $13,687 Shares 71,961 Est. Cost $95.38 Unrealized +82.7%
WMT Wal Mart Inc 0.9%
Value ($000) $13,308 Shares 117,975 Est. Cost $52.62 Unrealized +88.6%
IGSB iShares Short-Term Corporate Bon 0.9%
Value ($000) $13,163 Shares 247,727 Est. Cost $50.34 Unrealized
CVX Chevron Corp. 0.8%
Value ($000) $12,964 Shares 83,464 Est. Cost $94.37 Unrealized +61.4%
ABBV Abbvie Inc 0.8%
Value ($000) $12,277 Shares 52,450 Est. Cost $80.70 Unrealized +150.3%
ADP Auto Data Processing 0.8%
Value ($000) $11,945 Shares 40,936 Est. Cost $144.11 Unrealized +106.6%
SDY SPDR S&P Dividend ETF 0.8%
Value ($000) $11,530 Shares 82,327 Est. Cost $75.46 Unrealized
STIP iShares 0-5 Year TIPS Bond ETF 0.7%
Value ($000) $11,427 Shares 110,603 Est. Cost $100.44 Unrealized
NBTB NBT Bancorp Inc 0.7%
Value ($000) $11,192 Shares 248,685 Est. Cost $32.07 Unrealized +33.8%
CSCO Cisco Systems Inc 0.7%
Value ($000) $10,596 Shares 154,090 Est. Cost $29.82 Unrealized +125.9%
PEP Pepsico Inc 0.7%
Value ($000) $10,567 Shares 74,188 Est. Cost $98.38 Unrealized +42.7%
TJX TJX Cos Inc 0.6%
Value ($000) $9,789 Shares 67,726 Est. Cost $42.24 Unrealized +213.1%
MDY Midcap SPDR Trust Series 1 0.6%
Value ($000) $9,567 Shares 16,051 Est. Cost $232.99 Unrealized
VOO Vanguard S&P 500 Etf 0.6%
Value ($000) $9,464 Shares 16,954 Est. Cost $448.06 Unrealized
VCSH Vanguard Short Term Corp Bond 0.6%
Value ($000) $9,108 Shares 3,402 Est. Cost $77.13 Unrealized
SPY SPDR S&P 500 ETF Trust 0.6%
Value ($000) $8,990 Shares 13,495 Est. Cost $215.87 Unrealized
SPGI S&P Global Inc 0.6%
Value ($000) $8,981 Shares 18,452 Est. Cost $404.63 Unrealized +31.9%
UNP Union Pac Corp 0.6%
Value ($000) $8,775 Shares 37,125 Est. Cost $83.32 Unrealized +167.8%
DHR Danaher Corp 0.6%
Value ($000) $8,513 Shares 43,123 Est. Cost $126.46 Unrealized +56.9%
GS Goldman Sachs Group Inc 0.5%
Value ($000) $8,367 Shares 11,267 Est. Cost $302.72 Unrealized +142.7%
IWM iShares Russell 2000 0.5%
Value ($000) $8,349 Shares 34,016 Est. Cost $113.82 Unrealized
AGG Ishares Core Total U.S. Aggreg 0.5%
Value ($000) $8,259 Shares 10,385 Est. Cost $99.48 Unrealized
MRK Merck & CO Inc 0.5%
Value ($000) $7,969 Shares 94,175 Est. Cost $63.87 Unrealized +26.8%
SHY Ishares 1-3 Year Treasury ETF 0.5%
Value ($000) $7,720 Shares 93,058 Est. Cost $81.93 Unrealized
NFRA FlexShares STOXX Glbl Brd Infr 0.5%
Value ($000) $7,588 Shares 120,616 Est. Cost $52.76 Unrealized
IEFA Ishares Core Msci Eafe ETF 0.5%
Value ($000) $7,522 Shares 86,150 Est. Cost $60.52 Unrealized
LLY Lilly Eli & CO 0.5%
Value ($000) $7,483 Shares 10,441 Est. Cost $264.72 Unrealized +180.4%
SCHD Schwab US Dividend 0.5%
Value ($000) $7,464 Shares 273,217 Est. Cost $37.18 Unrealized
GWW Grainger W W Inc 0.5%
Value ($000) $7,464 Shares 7,832 Est. Cost $556.66 Unrealized +79.8%
EFA Ishares Msci Eafe ETF 0.5%
Value ($000) $7,195 Shares 77,055 Est. Cost $62.71 Unrealized
PANW Palo Alto Networks 0.5%
Value ($000) $6,911 Shares 33,943 Est. Cost $164.16 Unrealized +16.6%
IXUS IShares Core MSCI Total Intl S 0.4%
Value ($000) $6,854 Shares 1,363 Est. Cost $66.69 Unrealized
IJT Ishares S&P Smallcap/600 Growt 0.4%
Value ($000) $6,730 Shares 3,454 Est. Cost $128.50 Unrealized
DIS Disney Walt CO New 0.4%
Value ($000) $6,712 Shares 57,889 Est. Cost $69.43 Unrealized +68.5%
VBR Vanguard Small Cap Value ETF 0.4%
Value ($000) $6,645 Shares 828 Est. Cost $186.33 Unrealized
META Meta Platforms Inc 0.4%
Value ($000) $6,632 Shares 9,691 Est. Cost $253.59 Unrealized +193.1%
NEE Nextera Energy Inc 0.4%
Value ($000) $6,492 Shares 84,990 Est. Cost $60.28 Unrealized +19.8%
GD General Dynamics Corp 0.4%
Value ($000) $6,458 Shares 19,221 Est. Cost $231.19 Unrealized +35.7%
AOR iShares Core Growth ETF 0.4%
Value ($000) $6,440 Shares 64 Est. Cost $54.59 Unrealized
HD Home Depot Inc 0.4%
Value ($000) $6,151 Shares 15,179 Est. Cost $196.18 Unrealized +98.4%
BMO Bank Montreal Quebec 0.4%
Value ($000) $6,000 Shares 1,302 Est. Cost $98.40 Unrealized +19.9%
HON Honeywell International Inc 0.4%
Value ($000) $5,983 Shares 28,586 Est. Cost $95.84 Unrealized +116.1%
KO Coca Cola CO 0.4%
Value ($000) $5,936 Shares 89,335 Est. Cost $44.09 Unrealized +54.1%
V Visa Inc Cl A 0.4%
Value ($000) $5,849 Shares 17,298 Est. Cost $160.49 Unrealized +115.1%
ANGL Vaneck Faln Angl Hy Bnd 0.4%
Value ($000) $5,812 Shares 7,270 Est. Cost $29.05 Unrealized
TLT iShares 20 Year Treasury Bond 0.4%
Value ($000) $5,716 Shares 89 Est. Cost $96.08 Unrealized
HYG Ishares Iboxx $ High Yield Corporate Bond Etf 0.4%
Value ($000) $5,684 Shares 54,407 Est. Cost $79.22 Unrealized
AXP American Express CO 0.4%
Value ($000) $5,544 Shares 16,691 Est. Cost $140.85 Unrealized +124.7%
NFLX Netflix Inc 0.4%
Value ($000) $5,393 Shares 5,564 Est. Cost $73.31 Unrealized +66.5%
QCOM Qualcomm Inc 0.4%
Value ($000) $5,387 Shares 32,522 Est. Cost $47.07 Unrealized +234.0%
IVV iShares Core S&P 500 0.4%
Value ($000) $5,375 Shares 4,983 Est. Cost $478.71 Unrealized
NYF Ishares New York Muni Bond ETF 0.3%
Value ($000) $5,145 Shares 96,440 Est. Cost $53.01 Unrealized
AVGO Broadcom Inc 0.3%
Value ($000) $4,994 Shares 15,138 Est. Cost $174.71 Unrealized +75.0%
TMO Thermo Fisher Scientific Inc 0.3%
Value ($000) $4,891 Shares 10,550 Est. Cost $506.52 Unrealized -8.2%
PM Philip Morris International 0.3%
Value ($000) $4,865 Shares 30,038 Est. Cost $51.40 Unrealized +221.4%
XLK Technology Select Sect SPDR 0.3%
Value ($000) $4,841 Shares 17,174 Est. Cost $76.18 Unrealized
IR Ingersoll Rand Inc 0.3%
Value ($000) $4,824 Shares 58,384 Est. Cost $66.42 Unrealized +23.3%
SCHF Schwab International 0.3%
Value ($000) $4,820 Shares 193,536 Est. Cost $26.45 Unrealized
UNH Unitedhealth Group Inc 0.3%
Value ($000) $4,816 Shares 14,171 Est. Cost $270.99 Unrealized +10.3%
ETN Eaton Corp Plc 0.3%
Value ($000) $4,759 Shares 13,027 Est. Cost $132.43 Unrealized +174.3%
MRSH Marsh & Mc Lennan Co 0.3%
Value ($000) $4,625 Shares 23,099 Est. Cost $181.23 Unrealized +12.6%
EEM Ishares Msci Emerging Mkt ETF 0.3%
Value ($000) $4,594 Shares 86,037 Est. Cost $40.05 Unrealized
LMT Lockheed Martin Corp 0.3%
Value ($000) $4,520 Shares 9,671 Est. Cost $167.21 Unrealized +168.0%
PFE Pfizer Inc 0.3%
Value ($000) $4,189 Shares 152,055 Est. Cost $20.51 Unrealized +17.7%
IJH iShares Core S&P Mid-Cap 0.3%
Value ($000) $4,164 Shares 63,036 Est. Cost $79.51 Unrealized
LIN Linde PLC 0.3%
Value ($000) $4,158 Shares 8,754 Est. Cost $335.81 Unrealized +40.1%
UBER Uber Technologies Inc 0.3%
Value ($000) $4,011 Shares 40,936 Est. Cost $46.52 Unrealized +101.0%
SCZ Ishares Msci Eafe Small Cap ET 0.3%
Value ($000) $3,968 Shares 51,755 Est. Cost $57.39 Unrealized
GE GE Aerospace 0.3%
Value ($000) $3,968 Shares 13,651 Est. Cost $98.93 Unrealized +175.6%
VZ Verizon Communications 0.3%
Value ($000) $3,944 Shares 81,484 Est. Cost $28.77 Unrealized +47.7%
BRK/A Berkshire Hathaway Inc Class A 0.2%
Value ($000) $3,771 Shares 5 Est. Cost $538988.94 Unrealized +34.9%
GDX Vaneck Vectors Gold Miners ETF 0.2%
Value ($000) $3,746 Shares 49,029 Est. Cost $27.51 Unrealized
NVS Novartis AG 0.2%
Value ($000) $3,670 Shares 28,689 Est. Cost $85.07 Unrealized
MA Mastercard Inc Cl A 0.2%
Value ($000) $3,631 Shares 6,947 Est. Cost $386.74 Unrealized +48.3%
GLD SPDR Gold Trust 0.2%
Value ($000) $3,623 Shares 6,435 Est. Cost $202.74 Unrealized
TROW T Rowe Price Group Inc 0.2%
Value ($000) $3,613 Shares 35,199 Est. Cost $58.07 Unrealized +77.0%
XLB Materials Select SPDR Fund 0.2%
Value ($000) $3,606 Shares 40,237 Est. Cost $61.89 Unrealized
IBB Ishares Nasdaq Biotech ETF 0.2%
Value ($000) $3,603 Shares 24,955 Est. Cost $128.97 Unrealized
APH Amphenol Corp 0.2%
Value ($000) $3,535 Shares 28,565 Est. Cost $54.47 Unrealized +100.8%
DON WisdomTree MidCap Dividend ETF 0.2%
Value ($000) $3,452 Shares 46,056 Est. Cost $37.88 Unrealized
CRM Salesforce Inc 0.2%
Value ($000) $3,403 Shares 14,569 Est. Cost $161.36 Unrealized +55.8%
SPDW SPDR Portfolio Developed Wld e 0.2%
Value ($000) $3,382 Shares 78,600 Est. Cost $30.69 Unrealized
VGT Vanguard Information Technolog 0.2%
Value ($000) $3,356 Shares 1,227 Est. Cost $486.60 Unrealized
CARR Carrier Global Corp 0.2%
Value ($000) $3,353 Shares 56,133 Est. Cost $36.20 Unrealized +86.8%
BAC Bank of America Corp 0.2%
Value ($000) $3,340 Shares 61,927 Est. Cost $27.03 Unrealized +78.8%
XLU Utilities Select Sector SPDR 0.2%
Value ($000) $3,296 Shares 37,058 Est. Cost $43.91 Unrealized
ALLE Allegion PLC 0.2%
Value ($000) $3,277 Shares 18,476 Est. Cost $109.30 Unrealized +51.1%
IEMG Ishares Core Emerging Markets 0.2%
Value ($000) $3,242 Shares 48,675 Est. Cost $54.05 Unrealized
T AT&T Inc 0.2%
Value ($000) $3,221 Shares 97,770 Est. Cost $13.71 Unrealized +104.8%
MDLZ Mondelez International Inc 0.2%
Value ($000) $3,169 Shares 50,692 Est. Cost $53.08 Unrealized +19.5%
CVS CVS Health Corp 0.2%
Value ($000) $3,077 Shares 40,808 Est. Cost $45.53 Unrealized +49.0%
BLK Blackrock Inc 0.2%
Value ($000) $3,067 Shares 2,631 Est. Cost $961.85 Unrealized +15.3%
MO Altria Group Inc 0.2%
Value ($000) $3,013 Shares 44,504 Est. Cost $20.60 Unrealized +198.2%
SCHA Schwab U S Small Cap Etf 0.2%
Value ($000) $2,965 Shares 84,610 Est. Cost $37.19 Unrealized
WFC Wells Fargo & CO 0.2%
Value ($000) $2,896 Shares 34,551 Est. Cost $33.65 Unrealized +139.1%
KRE SPDR S&P Regional Banking ETF 0.2%
Value ($000) $2,774 Shares 43,823 Est. Cost $35.91 Unrealized
BA Boeing CO 0.2%
Value ($000) $2,762 Shares 12,731 Est. Cost $141.28 Unrealized +59.6%
PFF Ishares S&P Pref Stk ETF 0.2%
Value ($000) $2,703 Shares 85,472 Est. Cost $36.95 Unrealized
VXUS Vanguard Total International S 0.2%
Value ($000) $2,698 Shares 36,725 Est. Cost $61.46 Unrealized
DFUS Dimensional U S Equity Market Etf 0.2%
Value ($000) $2,677 Shares 145 Est. Cost $51.83 Unrealized
BMY Bristol Myers Squibb CO 0.2%
Value ($000) $2,651 Shares 58,499 Est. Cost $35.44 Unrealized +28.4%
XLRE Real Estate Select Sect SPDR 0.2%
Value ($000) $2,555 Shares 60,657 Est. Cost $32.01 Unrealized
AFL Aflac Inc 0.2%
Value ($000) $2,540 Shares 22,737 Est. Cost $82.44 Unrealized +26.4%
ALV Autoliv Inc 0.2%
Value ($000) $2,508 Shares 20,305 Est. Cost $42.33 Unrealized +181.4%
PRU Prudential Financial, Inc. 0.2%
Value ($000) $2,462 Shares 23,238 Est. Cost $45.98 Unrealized +124.5%
ICE Intercontinental Exchange Inc 0.2%
Value ($000) $2,417 Shares 14,343 Est. Cost $111.01 Unrealized +60.1%
PWR Quanta Services Inc 0.2%
Value ($000) $2,409 Shares 6,126 Est. Cost $111.91 Unrealized +247.1%
ADI Analog Devices Inc 0.2%
Value ($000) $2,402 Shares 9,777 Est. Cost $199.67 Unrealized +19.7%
TGT Target Corp 0.2%
Value ($000) $2,387 Shares 26,609 Est. Cost $49.44 Unrealized +95.6%
XLY Consumer Discretionary Selt 0.2%
Value ($000) $2,358 Shares 9,839 Est. Cost $73.62 Unrealized
SYK Stryker Corp. 0.2%
Value ($000) $2,347 Shares 6,432 Est. Cost $323.89 Unrealized +18.7%
EMR Emerson Elec CO 0.1%
Value ($000) $2,220 Shares 16,922 Est. Cost $57.20 Unrealized +136.8%
APD Air Products & Chemicals Inc 0.1%
Value ($000) $2,208 Shares 8,324 Est. Cost $178.53 Unrealized +59.9%
ECL Ecolab Inc 0.1%
Value ($000) $2,182 Shares 7,969 Est. Cost $99.80 Unrealized +170.9%
NKE Nike Inc-Class B 0.1%
Value ($000) $2,144 Shares 30,749 Est. Cost $74.49 Unrealized -0.9%
MS Morgan Stanley 0.1%
Value ($000) $2,136 Shares 13,496 Est. Cost $80.59 Unrealized +81.7%
VOT Vanguard Mid Cap Growth 0.1%
Value ($000) $2,110 Shares 7,450 Est. Cost $233.78 Unrealized
MCHP Microchip Technology Inc 0.1%
Value ($000) $2,097 Shares 32,656 Est. Cost $48.14 Unrealized +38.9%
VCIT Vanguard Inter Term Corp Bond 0.1%
Value ($000) $2,092 Shares 24,874 Est. Cost $87.97 Unrealized
EEMV iShares MSCI Emerg Mkt Min Vol 0.1%
Value ($000) $2,055 Shares 29,879 Est. Cost $57.61 Unrealized
PAYX Paychex Inc 0.1%
Value ($000) $2,049 Shares 16,165 Est. Cost $115.34 Unrealized +18.9%
Aberdeen Std Physical Swiss Gold 0.1%
Value ($000) $2,017 Shares 37 Est. Cost $29.82 Unrealized
CB Chubb Ltd 0.1%
Value ($000) $2,014 Shares 7,136 Est. Cost $197.92 Unrealized +39.1%
SO Southern Company 0.1%
Value ($000) $2,008 Shares 19,981 Est. Cost $30.66 Unrealized +200.7%
IAGG iShares Core Intl Aggregate Bond 0.1%
Value ($000) $1,960 Shares 38,231 Est. Cost $50.79 Unrealized
USB U S Bancorp Del 0.1%
Value ($000) $1,939 Shares 29,000 Est. Cost $30.22 Unrealized +53.4%
SYY Sysco Corp 0.1%
Value ($000) $1,866 Shares 14,089 Est. Cost $48.89 Unrealized +61.3%
IJR iShares Core S&P Small-Cap 0.1%
Value ($000) $1,824 Shares 13,804 Est. Cost $99.70 Unrealized
SCHZ Schwab US Aggregate Bd ETF 0.1%
Value ($000) $1,811 Shares 76,097 Est. Cost $38.38 Unrealized
SHW Sherwin Williams CO 0.1%
Value ($000) $1,810 Shares 5,545 Est. Cost $262.23 Unrealized +34.0%
VNQ Vanguard Real Estate ETF 0.1%
Value ($000) $1,737 Shares 17,726 Est. Cost $90.29 Unrealized
DD Dupont De Nemours Inc 0.1%
Value ($000) $1,736 Shares 22,161 Est. Cost $27.48 Unrealized +13.3%
GIS General Mls Inc 0.1%
Value ($000) $1,723 Shares 34,168 Est. Cost $52.84 Unrealized -6.4%
NSC Norfolk Southern Corp 0.1%
Value ($000) $1,622 Shares 5,399 Est. Cost $105.41 Unrealized +161.9%
DES WisdomTree SmallCap Dividend E 0.1%
Value ($000) $1,604 Shares 21,973 Est. Cost $29.50 Unrealized
JMUB JPMorgan Municipal ETF 0.1%
Value ($000) $1,602 Shares 31,740 Est. Cost $50.38 Unrealized
AWK American Water Works CO Inc 0.1%
Value ($000) $1,556 Shares 11,180 Est. Cost $37.47 Unrealized +273.7%
BSV Vanguard Short Term Bond ETF 0.1%
Value ($000) $1,551 Shares 19,658 Est. Cost $77.21 Unrealized
DIA SPDR Dow Jones Industrial Aver 0.1%
Value ($000) $1,548 Shares 3,699 Est. Cost $187.61 Unrealized
SCHW Charles Schwab Corp 0.1%
Value ($000) $1,543 Shares 15,474 Est. Cost $60.53 Unrealized +56.2%
INTC Intel Corp 0.1%
Value ($000) $1,525 Shares 45,454 Est. Cost $17.56 Unrealized +38.0%
MOO Vaneck ETF Trust Agribusiness 0.1%
Value ($000) $1,509 Shares 20,545 Est. Cost $48.85 Unrealized
AEM Agnico Eagle Mines Ltd 0.1%
Value ($000) $1,505 Shares 8,927 Est. Cost $60.10 Unrealized +127.7%
AON Aon PLC ADR 0.1%
Value ($000) $1,504 Shares 4,219 Est. Cost $329.57 Unrealized +9.7%
LHX L3 Harris Technologies Inc 0.1%
Value ($000) $1,497 Shares 4,900 Est. Cost $209.20 Unrealized +29.7%
MDT Medtronic PLC 0.1%
Value ($000) $1,492 Shares 15,661 Est. Cost $68.34 Unrealized +33.6%
MMM 3m CO 0.1%
Value ($000) $1,470 Shares 9,528 Est. Cost $78.04 Unrealized +96.2%
BAM Brookfield Asset Mgmt Inc Cl A 0.1%
Value ($000) $1,469 Shares 25,802 Est. Cost $31.70 Unrealized +85.1%
OTIS Otis Worldwide Corp 0.1%
Value ($000) $1,438 Shares 15,733 Est. Cost $63.71 Unrealized +41.5%
Pimco Corporate & Income Oppor 0.1%
Value ($000) $1,421 Shares 98,400 Est. Cost $14.46 Unrealized
XLF Financial Select Sector SPDR 0.1%
Value ($000) $1,403 Shares 26,048 Est. Cost $22.39 Unrealized
ISRG Intuitive Surgical 0.1%
Value ($000) $1,394 Shares 3,472 Est. Cost $421.26 Unrealized +13.9%
NOW Servicenow Inc 0.1%
Value ($000) $1,391 Shares 1,512 Est. Cost $173.77 Unrealized +7.5%
XLI Industrial Select Sector SPDR 0.1%
Value ($000) $1,382 Shares 8,960 Est. Cost $48.84 Unrealized
VWO Vanguard FTSE EM Index Fund ETF 0.1%
Value ($000) $1,375 Shares 24,877 Est. Cost $40.28 Unrealized
UPS United Parcel Service Cl B 0.1%
Value ($000) $1,374 Shares 16,444 Est. Cost $125.79 Unrealized -29.9%
CPRT Copart Inc 0.1%
Value ($000) $1,335 Shares 29,695 Est. Cost $54.19 Unrealized -13.0%
VO Vanguard Index Fund Mid-Cap 0.1%
Value ($000) $1,331 Shares 3,525 Est. Cost $226.96 Unrealized
FV First Trust Dorsey Wright Focus 5 Etf 0.1%
Value ($000) $1,279 Shares 124 Est. Cost $51.55 Unrealized
SLB Schlumberger Ltd 0.1%
Value ($000) $1,275 Shares 37,088 Est. Cost $46.72 Unrealized -26.5%
BND Vanguard Total Bond Market ETF 0.1%
Value ($000) $1,249 Shares 15,476 Est. Cost $72.49 Unrealized
TXN Texas Instruments Inc 0.1%
Value ($000) $1,218 Shares 6,796 Est. Cost $161.70 Unrealized +19.5%
IYZ Ishares DJ US Telcom Sector ET 0.1%
Value ($000) $1,210 Shares 37,500 Est. Cost $27.79 Unrealized
IUSB Ishares Total Usd Bond 0.1%
Value ($000) $1,210 Shares 47 Est. Cost $46.07 Unrealized
BIV Vanguard Intermediate 0.1%
Value ($000) $1,204 Shares 15,373 Est. Cost $75.86 Unrealized
ESGU iShares ESG Aware MSCI USA ETF 0.1%
Value ($000) $1,202 Shares 746 Est. Cost $104.92 Unrealized
NVO Novo Nordisk As Spons ADR 0.1%
Value ($000) $1,187 Shares 21,400 Est. Cost $142.74 Unrealized
IWO Ishares Russell 2000 Growth ET 0.1%
Value ($000) $1,186 Shares 3,705 Est. Cost $242.76 Unrealized
HDV iShares Core High Dividend ETF 0.1%
Value ($000) $1,185 Shares 8,513 Est. Cost $94.32 Unrealized
AMGN Amgen Inc 0.1%
Value ($000) $1,178 Shares 4,237 Est. Cost $181.14 Unrealized +58.2%
GQRE FlexShares Global Quality Real 0.1%
Value ($000) $1,171 Shares 19,225 Est. Cost $58.61 Unrealized
GEV Ge Vernova Inc 0.1%
Value ($000) $1,150 Shares 3,503 Est. Cost $370.00 Unrealized +63.7%
D Dominion Energy Inc. 0.1%
Value ($000) $1,149 Shares 16,684 Est. Cost $40.79 Unrealized +43.0%
TDG Transdigm Group Inc 0.1%
Value ($000) $1,127 Shares 855 Est. Cost $749.90 Unrealized +82.0%
BK Bank of New York Mellon Corp 0.1%
Value ($000) $1,127 Shares 10,340 Est. Cost $27.35 Unrealized +270.5%
VEA Vanguard FTSE Developed Market 0.1%
Value ($000) $1,122 Shares 18,724 Est. Cost $49.37 Unrealized
TSLA Tesla Inc 0.1%
Value ($000) $1,120 Shares 1,431 Est. Cost $244.81 Unrealized +41.7%
CL Colgate Palmolive CO 0.1%
Value ($000) $1,099 Shares 13,439 Est. Cost $57.61 Unrealized +46.9%
MET Metlife Inc 0.1%
Value ($000) $1,092 Shares 13,057 Est. Cost $50.37 Unrealized +54.7%
COP Conocophillips 0.1%
Value ($000) $1,072 Shares 11,290 Est. Cost $70.18 Unrealized +32.9%
INTU Intuit 0.1%
Value ($000) $1,059 Shares 1,550 Est. Cost $552.82 Unrealized +30.1%
GLW Corning Inc 0.1%
Value ($000) $1,019 Shares 7,384 Est. Cost $30.51 Unrealized +113.0%
IWR Ishares Russell Mid Cap ETF 0.1%
Value ($000) $1,011 Shares 10,475 Est. Cost $80.24 Unrealized
XLV Health Care Select Sector SPDR 0.1%
Value ($000) $1,010 Shares 7,256 Est. Cost $74.75 Unrealized
CMCSA ComCast Corp-Cl A 0.1%
Value ($000) $991 Shares 30,691 Est. Cost $31.32 Unrealized +5.9%
XLE Energy Select Sector SPDR 0.1%
Value ($000) $972 Shares 10,822 Est. Cost $71.90 Unrealized
SBUX Starbucks Corp 0.1%
Value ($000) $971 Shares 11,488 Est. Cost $82.31 Unrealized +7.6%
RBC Rbc Bearings Inc 0.1%
Value ($000) $959 Shares 2,458 Est. Cost $226.85 Unrealized +71.6%
DIVO Amplify CWP Enhanced Dividend 0.1%
Value ($000) $937 Shares 21,031 Est. Cost $35.73 Unrealized
FISV Fiserv Inc 0.1%
Value ($000) $929 Shares 7,202 Est. Cost $99.96 Unrealized +43.4%
DKS Dicks Sporting Goods Inc 0.1%
Value ($000) $915 Shares 4,235 Est. Cost $63.87 Unrealized +237.5%
GILD Gilead Sciences Inc 0.1%
Value ($000) $885 Shares 7,971 Est. Cost $58.70 Unrealized +91.3%
ROP Roper Technologies Inc 0.1%
Value ($000) $873 Shares 1,750 Est. Cost $482.70 Unrealized +10.1%
PCAR Paccar Inc 0.1%
Value ($000) $855 Shares 8,699 Est. Cost $103.67 Unrealized -6.5%
SCHM Schwab U S Mid Cap Etf 0.1%
Value ($000) $851 Shares 17,196 Est. Cost $41.79 Unrealized
QQQ Invesco QQQ Trust 0.1%
Value ($000) $850 Shares 1,959 Est. Cost $439.26 Unrealized
SUB iShares Short-Term National Mu 0.1%
Value ($000) $849 Shares 7,955 Est. Cost $106.19 Unrealized
SCHG Schwab U S Large Cap Growth Etf 0.1%
Value ($000) $841 Shares 64 Est. Cost $42.42 Unrealized
RDVY First Trust Rising Dividend Achievers Etf 0.1%
Value ($000) $841 Shares 134 Est. Cost $51.67 Unrealized
FAST Fastenal CO 0.1%
Value ($000) $838 Shares 17,080 Est. Cost $33.65 Unrealized +39.5%
NUE Nucor Corp 0.1%
Value ($000) $821 Shares 6,095 Est. Cost $40.62 Unrealized +245.9%
CTVA Corteva Inc 0.1%
Value ($000) $793 Shares 11,590 Est. Cost $33.45 Unrealized +115.7%
IWP Ishares Russell Midcap Growth 0.1%
Value ($000) $770 Shares 5,409 Est. Cost $92.46 Unrealized
IVE Ishares S&P 500 Value 0.1%
Value ($000) $768 Shares 3,856 Est. Cost $155.92 Unrealized
TFC Truist Financial Corporation 0.0%
Value ($000) $763 Shares 16,696 Est. Cost $37.99 Unrealized +16.7%
TEL TE Connectivity PLC 0.0%
Value ($000) $752 Shares 3,424 Est. Cost $146.82 Unrealized +36.2%
FlexShares Real Assets Allocat 0.0%
Value ($000) $737 Shares 21,965 Est. Cost $30.61 Unrealized
PSK SPDR Preferred Stock ETF 0.0%
Value ($000) $735 Shares 22,216 Est. Cost $32.91 Unrealized
EMXC Ishares Msci Emerging 0.0%
Value ($000) $732 Shares 10,873 Est. Cost $59.80 Unrealized
KMB Kimberly Clark Corp 0.0%
Value ($000) $730 Shares 5,894 Est. Cost $85.72 Unrealized +47.9%
IVW Ishares S&P 500 Growth 0.0%
Value ($000) $730 Shares 5,980 Est. Cost $63.56 Unrealized
ADBE Adobe Inc 0.0%
Value ($000) $702 Shares 1,989 Est. Cost $509.37 Unrealized -29.6%
GSK GSK PLC Sponsored ADR 0.0%
Value ($000) $701 Shares 16,243 Est. Cost $37.20 Unrealized
TMUS T-Mobile US Inc 0.0%
Value ($000) $691 Shares 2,885 Est. Cost $141.24 Unrealized +70.1%
DFAX Dimensional World Ex U S Core Equity 2 Etf 0.0%
Value ($000) $690 Shares 63 Est. Cost $24.49 Unrealized
CNI Canadian National Railway Comp 0.0%
Value ($000) $688 Shares 7,301 Est. Cost $109.30 Unrealized -12.2%
TSM Taiwan Semiconductor Spons ADR 0.0%
Value ($000) $682 Shares 2,443 Est. Cost $105.17 Unrealized
ITW Illinois Tool Wks Inc 0.0%
Value ($000) $677 Shares 2,797 Est. Cost $136.03 Unrealized +89.2%
BDX Becton Dickinson 0.0%
Value ($000) $673 Shares 3,596 Est. Cost $191.75 Unrealized -4.0%
ORLY O'Reilly Automotive Inc 0.0%
Value ($000) $666 Shares 6,180 Est. Cost $86.81 Unrealized +15.8%
DUK Duke Energy Corp 0.0%
Value ($000) $658 Shares 5,315 Est. Cost $64.46 Unrealized +85.8%
MBB Ishares Barclays Mbs Bond ETF 0.0%
Value ($000) $648 Shares 5,565 Est. Cost $93.23 Unrealized
AMAT Applied Materials Inc 0.0%
Value ($000) $624 Shares 3,050 Est. Cost $140.40 Unrealized +28.8%
XLP Consumer Staples Select Sector 0.0%
Value ($000) $609 Shares 7,768 Est. Cost $49.10 Unrealized
DOW Dow Inc Com 0.0%
Value ($000) $606 Shares 25,962 Est. Cost $40.06 Unrealized -39.3%
XYL Xylem Inc 0.0%
Value ($000) $603 Shares 4,090 Est. Cost $38.50 Unrealized +258.6%
DSI iShares KLD 400 Social Index 0.0%
Value ($000) $601 Shares 961 Est. Cost $94.64 Unrealized
SPIB SPDR Portfolio Intermediate Te 0.0%
Value ($000) $594 Shares 17,541 Est. Cost $33.54 Unrealized
PYPL Paypal Holdings Inc 0.0%
Value ($000) $594 Shares 8,856 Est. Cost $74.82 Unrealized -6.0%
CLX Clorox Co 0.0%
Value ($000) $591 Shares 4,817 Est. Cost $63.11 Unrealized +93.7%
FVD First Trust Value Line Dividend Index Etf 0.0%
Value ($000) $590 Shares 92 Est. Cost $40.67 Unrealized
SHEL Shell PLC Spon ADS 0.0%
Value ($000) $581 Shares 8,125 Est. Cost $54.78 Unrealized
EFV Ishares Msci Eafe Value 0.0%
Value ($000) $579 Shares 68 Est. Cost $52.10 Unrealized
FTV Fortive Corp 0.0%
Value ($000) $572 Shares 11,676 Est. Cost $51.37 Unrealized -4.3%
C Citigroup Inc 0.0%
Value ($000) $568 Shares 5,600 Est. Cost $42.79 Unrealized +120.0%
CMI Cummins Inc 0.0%
Value ($000) $567 Shares 1,343 Est. Cost $232.97 Unrealized +63.4%
MUB Ishares National Muni Bond ETF 0.0%
Value ($000) $562 Shares 5,280 Est. Cost $107.92 Unrealized
HSY Hershey Co. 0.0%
Value ($000) $557 Shares 2,324 Est. Cost $202.30 Unrealized -11.2%
XLC Communication Services Select 0.0%
Value ($000) $548 Shares 4,632 Est. Cost $79.71 Unrealized
MLM Martin Marietta Matls Inc 0.0%
Value ($000) $545 Shares 865 Est. Cost $473.68 Unrealized +25.5%
SPEM SPDR Portfolio Emerging Market 0.0%
Value ($000) $510 Shares 10,780 Est. Cost $33.92 Unrealized
MAR Marriott International Inc 0.0%
Value ($000) $510 Shares 1,958 Est. Cost $148.61 Unrealized +80.0%
GVI iShares Tr Intrm Gov Cr ETF 0.0%
Value ($000) $508 Shares 4,729 Est. Cost $103.97 Unrealized
VB Vanguard Small Cap Etf 0.0%
Value ($000) $506 Shares 1,825 Est. Cost $213.33 Unrealized
J Jacobs Solutions Inc 0.0%
Value ($000) $506 Shares 3,375 Est. Cost $99.93 Unrealized +43.3%
IWF iShares Russell 1000 Growth 0.0%
Value ($000) $504 Shares 1,408 Est. Cost $237.35 Unrealized
TPL Texas Pacific Land Corporation 0.0%
Value ($000) $504 Shares 540 Est. Cost $310.64 Unrealized +1.1%
SCHX Schwab U.S. Large-Cap 0.0%
Value ($000) $499 Shares 26 Est. Cost $35.61 Unrealized
GEHC Ge Healthcare Technologi 0.0%
Value ($000) $498 Shares 6,506 Est. Cost $75.89 Unrealized -1.8%
RSP Invesco S&P 500 Equal Weight E 0.0%
Value ($000) $495 Shares 2,609 Est. Cost $165.83 Unrealized
NOC Northrop Grumman Corporation 0.0%
Value ($000) $490 Shares 1,311 Est. Cost $479.31 Unrealized +17.5%
ALL Allstate Corp 0.0%
Value ($000) $486 Shares 2,380 Est. Cost $132.43 Unrealized +51.2%
FCX Freeport-McMoran Inc 0.0%
Value ($000) $480 Shares 12,229 Est. Cost $38.37 Unrealized +12.6%
CMG Chipotle Mexican Grill Inc 0.0%
Value ($000) $478 Shares 12,195 Est. Cost $61.23 Unrealized -26.5%
JEPI JPMorgan Equity Premium Income 0.0%
Value ($000) $475 Shares 7,685 Est. Cost $57.70 Unrealized
FNDF Schwab Fundamental Intl Lg Co 0.0%
Value ($000) $472 Shares 10,980 Est. Cost $31.15 Unrealized
CSX Csx Corp 0.0%
Value ($000) $469 Shares 13,206 Est. Cost $23.91 Unrealized +41.9%
AMT American Tower Corp REIT 0.0%
Value ($000) $469 Shares 2,438 Est. Cost $192.56 Unrealized +6.2%
HYDB Ishares Tr High Yield Systemat 0.0%
Value ($000) $464 Shares 9,695 Est. Cost $47.16 Unrealized
FWONK Liberty Media Corp Del 0.0%
Value ($000) $456 Shares 4,366 Est. Cost $82.67 Unrealized
FIW First Trust ISE Water Index Fd 0.0%
Value ($000) $455 Shares 112 Est. Cost $94.80 Unrealized
ACN Accenture plc 0.0%
Value ($000) $452 Shares 2,040 Est. Cost $306.37 Unrealized -14.9%
CME CME Group Inc. 0.0%
Value ($000) $444 Shares 1,645 Est. Cost $195.97 Unrealized +37.7%
ENB Enbridge Incorporated 0.0%
Value ($000) $437 Shares 8,668 Est. Cost $29.90 Unrealized +54.2%
FTSM First Trust Enhanced Short Maturity Etf 0.0%
Value ($000) $432 Shares 120 Est. Cost $59.68 Unrealized
EPD Enterprise Prods Partners LP 0.0%
Value ($000) $422 Shares 13,500 Est. Cost $26.35 Unrealized
FVC First Trust DW Dynamic Focus 5 0.0%
Value ($000) $419 Shares 36 Est. Cost $32.78 Unrealized
IWY IShares Russell Top 200 Growth 0.0%
Value ($000) $419 Shares 1,530 Est. Cost $106.70 Unrealized
WM Waste Management Inc 0.0%
Value ($000) $418 Shares 1,893 Est. Cost $143.20 Unrealized +56.2%
AGI Alamos Gold Inc New 0.0%
Value ($000) $408 Shares 11,690 Est. Cost $25.00 Unrealized +14.3%
IEI Ishares 3-7 Year Treasury Bond 0.0%
Value ($000) $400 Shares 3,350 Est. Cost $114.51 Unrealized
IGLB Ishares Tr 10 Yr Invst Grd 0.0%
Value ($000) $400 Shares 7,755 Est. Cost $50.04 Unrealized
WAB Wabtec 0.0%
Value ($000) $398 Shares 2,166 Est. Cost $170.43 Unrealized +15.6%
CDNS Cadence Design System Inc 0.0%
Value ($000) $390 Shares 1,110 Est. Cost $270.84 Unrealized +27.0%
PEG Public Service Enterprise Grou 0.0%
Value ($000) $389 Shares 3,795 Est. Cost $35.46 Unrealized +133.3%
GOVT iShares U.S. Treasury Bond 0.0%
Value ($000) $389 Shares 23 Est. Cost $23.04 Unrealized
DTE DTE Energy Co 0.0%
Value ($000) $380 Shares 2,684 Est. Cost $78.15 Unrealized +72.6%
IJK Ishares S&P Midcap 400/Grwth E 0.0%
Value ($000) $374 Shares 3,900 Est. Cost $111.87 Unrealized
TRV Travelers Companies Inc 0.0%
Value ($000) $373 Shares 1,336 Est. Cost $166.66 Unrealized +59.6%
VYM Vanguard High Dividend Yield E 0.0%
Value ($000) $372 Shares 2,642 Est. Cost $114.96 Unrealized
YUM Yum! Brands Inc 0.0%
Value ($000) $370 Shares 2,359 Est. Cost $65.47 Unrealized +123.1%
VEU Vanguard FTSE All-World ex-US 0.0%
Value ($000) $368 Shares 2,101 Est. Cost $52.76 Unrealized
LMBS First Trust Low Duration 0.0%
Value ($000) $364 Shares 50 Est. Cost $48.52 Unrealized
IDXX IDEXX Laboratories, Inc. 0.0%
Value ($000) $362 Shares 1,193 Est. Cost $526.10 Unrealized +15.4%
MKL Markel Group INC COM 0.0%
Value ($000) $354 Shares 185 Est. Cost $1463.82 Unrealized +33.9%
DB Deutsche Bank Ag ADR 0.0%
Value ($000) $353 Shares 10,000 Est. Cost $7.45 Unrealized +357.3%
IQDF FlexShares International Quali 0.0%
Value ($000) $352 Shares 12,345 Est. Cost $23.06 Unrealized
WWD Woodward Inc 0.0%
Value ($000) $344 Shares 1,363 Est. Cost $181.86 Unrealized +36.3%
URI United Rentals Inc 0.0%
Value ($000) $343 Shares 359 Est. Cost $450.63 Unrealized +97.2%
IGIB Ishares 5-10 Yr Inv Gr Corp Bd 0.0%
Value ($000) $342 Shares 6,322 Est. Cost $51.98 Unrealized
IWB IShares Russell 1000 ETF 0.0%
Value ($000) $342 Shares 935 Est. Cost $225.23 Unrealized
BSX Boston Scientific Corp 0.0%
Value ($000) $329 Shares 3,372 Est. Cost $54.44 Unrealized +90.2%
MCK McKesson Corp 0.0%
Value ($000) $324 Shares 419 Est. Cost $416.71 Unrealized +68.7%
IWS Ishares Russell MidCap Value 0.0%
Value ($000) $322 Shares 2,308 Est. Cost $117.14 Unrealized
SCHP Schwab US TIPs ETF 0.0%
Value ($000) $320 Shares 11,881 Est. Cost $32.05 Unrealized
ED Consolidated Edison Inc 0.0%
Value ($000) $314 Shares 1,224 Est. Cost $92.34 Unrealized +7.3%
BX Blackstone Inc 0.0%
Value ($000) $311 Shares 1,820 Est. Cost $98.65 Unrealized +71.8%
IGOV iShares International Treasury 0.0%
Value ($000) $310 Shares 7,313 Est. Cost $39.11 Unrealized
KHC Kraft Heinz CO 0.0%
Value ($000) $309 Shares 11,843 Est. Cost $41.82 Unrealized -36.7%
FNDB Schwab Fundamental US Broad Mk 0.0%
Value ($000) $308 Shares 11,955 Est. Cost $23.01 Unrealized
DLR Digital Realty Trust Inc REIT 0.0%
Value ($000) $307 Shares 1,776 Est. Cost $90.52 Unrealized +86.3%
BKNG Booking Hldgs Inc 0.0%
Value ($000) $302 Shares 56 Est. Cost $3508.24 Unrealized +58.6%
SPLV Invesco S&P 500 Low Volatility E 0.0%
Value ($000) $301 Shares 3,566 Est. Cost $59.19 Unrealized
ZBH Zimmer Biomet Holdings Inc 0.0%
Value ($000) $297 Shares 3,016 Est. Cost $95.87 Unrealized +2.8%
USMV iShares Edge MSCI Min Vol USA 0.0%
Value ($000) $294 Shares 1,895 Est. Cost $92.95 Unrealized
BALT Innovator Defined Wealth Shld 0.0%
Value ($000) $291 Shares 8,871 Est. Cost $32.30 Unrealized
VUG Vanguard Growth Index Fund ETF 0.0%
Value ($000) $289 Shares 995 Est. Cost $340.06 Unrealized
MELI Mercadolibre, Inc. 0.0%
Value ($000) $287 Shares 2,440 Est. Cost $2371.31 Unrealized +1.2%
VV Vanguard Large-Cap ETF 0.0%
Value ($000) $284 Shares 923 Est. Cost $219.75 Unrealized
CAH Cardinal Health Inc 0.0%
Value ($000) $284 Shares 1,810 Est. Cost $71.89 Unrealized +113.6%
QUAL iShares Edge MSCI USA Quality 0.0%
Value ($000) $282 Shares 1,053 Est. Cost $165.59 Unrealized
NOBL ProShares S&P 500 Div Aristocrat 0.0%
Value ($000) $280 Shares 103 Est. Cost $98.88 Unrealized
MAS Masco Corp 0.0%
Value ($000) $280 Shares 3,981 Est. Cost $61.34 Unrealized +14.0%
IWD Ishares Tr Rus 1000 Val ETF 0.0%
Value ($000) $280 Shares 1,375 Est. Cost $151.65 Unrealized
CPNG Coupang Inc 0.0%
Value ($000) $277 Shares 8,605 Est. Cost $24.07 Unrealized +25.6%
ADSK Autodesk Inc 0.0%
Value ($000) $272 Shares 857 Est. Cost $213.78 Unrealized +42.5%
BKLN Invesco Tr II Senior Loan ETF 0.0%
Value ($000) $267 Shares 12,765 Est. Cost $21.04 Unrealized
FDX FedEx Corporation 0.0%
Value ($000) $260 Shares 1,313 Est. Cost $233.03 Unrealized -2.0%
SEIC S E I Investments Co 0.0%
Value ($000) $260 Shares 85 Est. Cost $56.53 Unrealized +56.2%
CCJ Cameco Corp ADR 0.0%
Value ($000) $257 Shares 3,067 Est. Cost $49.33 Unrealized +56.9%
TSCO Tractor Supply Co 0.0%
Value ($000) $257 Shares 4,515 Est. Cost $53.25 Unrealized +9.9%
VXF Vanguard Extended Market Index 0.0%
Value ($000) $257 Shares 1,226 Est. Cost $164.37 Unrealized
DOV Dover Corp 0.0%
Value ($000) $256 Shares 1,534 Est. Cost $143.30 Unrealized +24.6%
AMD Advanced Micro Devices Inc 0.0%
Value ($000) $255 Shares 1,832 Est. Cost $164.34 Unrealized -1.8%
MNST Monster Beverage Corp New 0.0%
Value ($000) $255 Shares 3,785 Est. Cost $56.59 Unrealized +10.3%
IEF Ishares Barclays 7-10 Year Tr 0.0%
Value ($000) $253 Shares 2,627 Est. Cost $95.98 Unrealized
CI Cigna Group 0.0%
Value ($000) $252 Shares 875 Est. Cost $222.42 Unrealized +31.8%
STT State Street Corp 0.0%
Value ($000) $247 Shares 2,132 Est. Cost $78.45 Unrealized +40.3%
IQV IQVIA Holdings Inc 0.0%
Value ($000) $245 Shares 1,291 Est. Cost $216.59 Unrealized -16.0%
BLDR Builders Firstsource 0.0%
Value ($000) $243 Shares 121 Est. Cost $145.49 Unrealized -8.8%
WMB Williams Cos Inc 0.0%
Value ($000) $240 Shares 3,783 Est. Cost $41.76 Unrealized +38.4%
ASML Asml Holding N V 0.0%
Value ($000) $239 Shares 247 Est. Cost $611.43 Unrealized
FTSL First Trust Senior Loan 0.0%
Value ($000) $238 Shares 46 Est. Cost $46.07 Unrealized
BP BP PLC Spons ADR 0.0%
Value ($000) $235 Shares 6,818 Est. Cost $25.24 Unrealized
BBY Best Buy Company Inc 0.0%
Value ($000) $233 Shares 3,079 Est. Cost $23.76 Unrealized +194.6%
BIL SPDR Tr Bloomberg 1-3 MO ETF 0.0%
Value ($000) $231 Shares 2,516 Est. Cost $91.61 Unrealized
CALF Pacer US Small Cap Cash Cows E 0.0%
Value ($000) $224 Shares 5,111 Est. Cost $48.03 Unrealized
IWN Ishares Russell 2000 Value ETF 0.0%
Value ($000) $222 Shares 1,255 Est. Cost $144.35 Unrealized
CEF Sprott Physical Gold & Silver 0.0%
Value ($000) $220 Shares 6,000 Est. Cost $24.49 Unrealized
MCO Moodys Corp 0.0%
Value ($000) $216 Shares 921 Est. Cost $415.01 Unrealized +21.1%
SPSB SPDR Portfolio Short Term Corp 0.0%
Value ($000) $215 Shares 7,085 Est. Cost $29.23 Unrealized
GPC Genuine Parts Co 0.0%
Value ($000) $214 Shares 1,596 Est. Cost $128.58 Unrealized +3.0%
Microsoft Corp 0.0%
Value ($000) $212 Shares 518 Est. Cost $409.38 Unrealized
VIG Vanguard Dividend App. 0.0%
Value ($000) $211 Shares 1,041 Est. Cost $150.17 Unrealized
ROK Rockwell Automation Inc 0.0%
Value ($000) $201 Shares 575 Est. Cost $259.73 Unrealized +32.2%
RRC Range Resources Corp. 0.0%
Value ($000) $197 Shares 5,244 Est. Cost $37.69 Unrealized -5.3%
IJS iShares S&P Small-Cap 600 Value 0.0%
Value ($000) $197 Shares 1,319 Est. Cost $105.93 Unrealized
PSX Phillips 66 0.0%
Value ($000) $195 Shares 730 Est. Cost $129.06 Unrealized -2.1%
PFFD Global X US Preferred ETF 0.0%
Value ($000) $194 Shares 10,000 Est. Cost $25.75 Unrealized
MKC McCormick & CO Inc 0.0%
Value ($000) $193 Shares 2,880 Est. Cost $77.17 Unrealized -10.5%
VGSH Vanguard Short Term 0.0%
Value ($000) $192 Shares 3,274 Est. Cost $59.02 Unrealized
CEG Constellation Energy Corp 0.0%
Value ($000) $190 Shares 577 Est. Cost $226.63 Unrealized +42.2%
ES Eversource Energy 0.0%
Value ($000) $185 Shares 2,600 Est. Cost $60.33 Unrealized +6.4%
LNT Alliant Energy Corp 0.0%
Value ($000) $184 Shares 135 Est. Cost $46.45 Unrealized +37.5%
CIBR First Tr Exchange Traded Fd Ii 0.0%
Value ($000) $182 Shares 2,400 Est. Cost $76.01 Unrealized
PJUL Innovator U.S. Equity Power Bu 0.0%
Value ($000) $182 Shares 3,988 Est. Cost $38.85 Unrealized
EXC Exelon Corp 0.0%
Value ($000) $181 Shares 4,026 Est. Cost $35.76 Unrealized +21.3%
AROW Arrow Finl Corp 0.0%
Value ($000) $179 Shares 6,315 Est. Cost $24.36 Unrealized +12.9%
KBE SPDR S&P Bank ETF 0.0%
Value ($000) $177 Shares 2,983 Est. Cost $52.89 Unrealized
HYS PIMCO 0-5 Year High Yield Corp 0.0%
Value ($000) $176 Shares 1,835 Est. Cost $95.50 Unrealized
Lam Research Corporation 0.0%
Value ($000) $174 Shares 134 Est. Cost $151.54 Unrealized
DTM DT Midstream Inc 0.0%
Value ($000) $170 Shares 1,502 Est. Cost $71.25 Unrealized +44.8%
PLTR Palantir Technologies, Inc. 0.0%
Value ($000) $164 Shares 900 Est. Cost $73.79 Unrealized +119.6%
DVY Ishares DJ Select Dividend ETF 0.0%
Value ($000) $160 Shares 1,123 Est. Cost $117.22 Unrealized
WEC Wec Energy Group Inc 0.0%
Value ($000) $152 Shares 535 Est. Cost $97.90 Unrealized +9.4%
SU Suncor Energy Inc 0.0%
Value ($000) $152 Shares 3,625 Est. Cost $37.11 Unrealized +8.1%
Mge Energy Inc 0.0%
Value ($000) $149 Shares 168 Est. Cost $887.14 Unrealized
AMP Ameriprise Financial Inc. 0.0%
Value ($000) $142 Shares 290 Est. Cost $426.54 Unrealized +19.6%
SNPS Synopsys Inc 0.0%
Value ($000) $138 Shares 279 Est. Cost $522.20 Unrealized +8.3%
EQIX Equinix Inc 0.0%
Value ($000) $137 Shares 175 Est. Cost $794.65 Unrealized -2.6%
IMCG Ishares Morgstar Mid Cap 0.0%
Value ($000) $137 Shares 83 Est. Cost $64.45 Unrealized
WBS Webster Finl Co 0.0%
Value ($000) $134 Shares 2,259 Est. Cost $45.86 Unrealized +29.9%
MTB M & T Bank Corp 0.0%
Value ($000) $132 Shares 698 Est. Cost $150.64 Unrealized +28.6%
NFG National Fuel Gas CO 0.0%
Value ($000) $131 Shares 1,420 Est. Cost $64.72 Unrealized +34.7%
VLTO Veralto Corp 0.0%
Value ($000) $127 Shares 1,188 Est. Cost $85.63 Unrealized +22.9%
CHH Choice Hotels International In 0.0%
Value ($000) $127 Shares 1,184 Est. Cost $123.51 Unrealized -1.7%
CLH Clean Harbors Inc 0.0%
Value ($000) $126 Shares 542 Est. Cost $235.10 Unrealized +0.7%
BHP Bhp Billiton Ltd Adr 0.0%
Value ($000) $123 Shares 2,168 Est. Cost $60.95 Unrealized
TotalEnergies SE ADR 0.0%
Value ($000) $119 Shares 2,000 Est. Cost $64.62 Unrealized
IYW Ishares US Technology 0.0%
Value ($000) $115 Shares 196 Est. Cost $122.75 Unrealized
JEPQ JPMorgan NASDAQ Eqt Prem ETF 0.0%
Value ($000) $115 Shares 2,000 Est. Cost $55.66 Unrealized
FBTC Fidelity Wise Origin Bitcoin F 0.0%
Value ($000) $114 Shares 1,144 Est. Cost $89.49 Unrealized
GH Guardant Health Inc 0.0%
Value ($000) $114 Shares 1,825 Est. Cost $28.30 Unrealized +92.2%
KKR Kkr & Co Inc 0.0%
Value ($000) $112 Shares 130 Est. Cost $66.83 Unrealized +112.0%
CTAS Cintas Corp 0.0%
Value ($000) $112 Shares 544 Est. Cost $204.76 Unrealized +3.9%
KJAN Innovator Russell 2000 Power B 0.0%
Value ($000) $111 Shares 2,750 Est. Cost $37.48 Unrealized
GRID First Trust NASDAQ Cln EdgeSt 0.0%
Value ($000) $111 Shares 151 Est. Cost $104.71 Unrealized
LQD iShares iBoxx InvGrade Corp Bd 0.0%
Value ($000) $111 Shares 111 Est. Cost $111.77 Unrealized
VGLT Vanguard Long-Term Treasury ET 0.0%
Value ($000) $110 Shares 1,930 Est. Cost $61.54 Unrealized
ZBRA Zebra Technologies Corp 0.0%
Value ($000) $109 Shares 368 Est. Cost $335.88 Unrealized -4.9%
IQLT IShares Edge Intl Quality Fact 0.0%
Value ($000) $109 Shares 2,460 Est. Cost $41.49 Unrealized
INVH Invitation Homes Inc 0.0%
Value ($000) $108 Shares 3,692 Est. Cost $33.87 Unrealized -10.8%
EOG Eog Res Inc 0.0%
Value ($000) $107 Shares 952 Est. Cost $116.99 Unrealized +0.8%
MBSD Flexshares Disciplined Duratio 0.0%
Value ($000) $105 Shares 5,055 Est. Cost $20.18 Unrealized
DMXF Ishares Esg Advanced MSCI 0.0%
Value ($000) $105 Shares 1,148 Est. Cost $69.64 Unrealized
SPYV SPDR Portfolio S&P 500 Value E 0.0%
Value ($000) $105 Shares 999 Est. Cost $51.78 Unrealized
TPR Tapestry Inc 0.0%
Value ($000) $103 Shares 910 Est. Cost $40.13 Unrealized +159.2%
WBD Warner Bros Discovery Inc 0.0%
Value ($000) $103 Shares 3,407 Est. Cost $8.49 Unrealized +60.5%
EMXF iShares ESG Advanced MSCI EM E 0.0%
Value ($000) $102 Shares 2,262 Est. Cost $40.52 Unrealized
JULW AllianzIM US Large Cap Buffer2 0.0%
Value ($000) $101 Shares 2,630 Est. Cost $34.54 Unrealized
IJUL Innovator MSCI EAFE Power Buff 0.0%
Value ($000) $101 Shares 3,080 Est. Cost $29.41 Unrealized
FALN Ishares Fallen Angels 0.0%
Value ($000) $101 Shares 28 Est. Cost $26.40 Unrealized
BALL Ball Corp 0.0%
Value ($000) $100 Shares 1,988 Est. Cost $55.43 Unrealized -3.1%
VLO Valero Energy Corp 0.0%
Value ($000) $100 Shares 470 Est. Cost $129.60 Unrealized +14.1%
LPLA LPL Financial 0.0%
Value ($000) $98 Shares 333 Est. Cost $240.57 Unrealized +50.7%
IAU iShares Gold Trust New 0.0%
Value ($000) $96 Shares 1,318 Est. Cost $49.70 Unrealized
XEL Xcel Energy Inc 0.0%
Value ($000) $96 Shares 161 Est. Cost $55.51 Unrealized +28.5%
SPG Simon Ppty Group Inc 0.0%
Value ($000) $94 Shares 500 Est. Cost $147.59 Unrealized +14.5%
NULG Nuveen ESG Large Cap Growth ET 0.0%
Value ($000) $93 Shares 936 Est. Cost $84.07 Unrealized
ESML iShares ESG Aware MSCI USA Sma 0.0%
Value ($000) $93 Shares 2,063 Est. Cost $41.82 Unrealized
F Ford Motor CO Del 0.0%
Value ($000) $92 Shares 4,427 Est. Cost $10.20 Unrealized +11.1%
MGC Vanguard Mega Cap Etf IV 0.0%
Value ($000) $91 Shares 244 Est. Cost $169.28 Unrealized
KEY KeyCorp 0.0%
Value ($000) $91 Shares 2,781 Est. Cost $13.14 Unrealized +38.4%
WY Weyerhaeuser CO REIT 0.0%
Value ($000) $91 Shares 3,657 Est. Cost $30.62 Unrealized -17.7%
CNM Core & Main Inc 0.0%
Value ($000) $90 Shares 1,678 Est. Cost $47.90 Unrealized +26.4%
PH Parker Hannifin Corp 0.0%
Value ($000) $89 Shares 118 Est. Cost $560.34 Unrealized +31.2%
IXN iShares Global Tech 0.0%
Value ($000) $89 Shares 103 Est. Cost $68.18 Unrealized
VHT Vanguard Health Care 0.0%
Value ($000) $89 Shares 260 Est. Cost $250.82 Unrealized
PPL Corporation 0.0%
Value ($000) $87 Shares 37 Est. Cost $30.47 Unrealized
VRSK Verisk Analytics Inc 0.0%
Value ($000) $86 Shares 341 Est. Cost $271.63 Unrealized +0.7%
IJJ Ishares S&P Midcap 400/Value E 0.0%
Value ($000) $85 Shares 655 Est. Cost $123.88 Unrealized
VBK Vanguard Small Cap Growth 0.0%
Value ($000) $84 Shares 343 Est. Cost $252.84 Unrealized
ICF IShares Cohen Steers REIT ETF 0.0%
Value ($000) $82 Shares 1,335 Est. Cost $65.91 Unrealized
CHD Church & Dwight Inc 0.0%
Value ($000) $81 Shares 930 Est. Cost $100.89 Unrealized -7.6%
SUSA iShares MSCI USA ESG Select ET 0.0%
Value ($000) $81 Shares 600 Est. Cost $83.14 Unrealized
ICLN iShares Global Clean Energy ET 0.0%
Value ($000) $81 Shares 5,245 Est. Cost $13.65 Unrealized
PGX Invesco Preferred ETF 0.0%
Value ($000) $80 Shares 6,900 Est. Cost $12.26 Unrealized
USHY IShares Broad USD High Yield C 0.0%
Value ($000) $80 Shares 2,115 Est. Cost $37.58 Unrealized
CTSH Cognizant Technology Solutions 0.0%
Value ($000) $80 Shares 1,188 Est. Cost $72.87 Unrealized -1.4%
SLV iShares Silver Trust 0.0%
Value ($000) $79 Shares 1,875 Est. Cost $27.94 Unrealized
SCHR Schwab Inter Term US Treasury 0.0%
Value ($000) $79 Shares 25 Est. Cost $37.00 Unrealized
TLH Ishares 10-20 Year Tsury 0.0%
Value ($000) $77 Shares 103 Est. Cost $108.26 Unrealized
KIM Kimco Realty Corp 0.0%
Value ($000) $76 Shares 3,500 Est. Cost $20.69 Unrealized +2.9%
BKR Baker Hughes Company 0.0%
Value ($000) $76 Shares 1,562 Est. Cost $34.13 Unrealized +28.4%
REGN Regeneron Pharmaceuticals Inc 0.0%
Value ($000) $74 Shares 132 Est. Cost $1106.73 Unrealized -49.0%
RY Royal Bank of Canada 0.0%
Value ($000) $74 Shares 500 Est. Cost $114.81 Unrealized +20.1%
CZFS Citizens Finl Svcs 0.0%
Value ($000) $73 Shares 60 Est. Cost $58.34 Unrealized +1.0%
BAX Baxter Intl Inc 0.0%
Value ($000) $72 Shares 3,163 Est. Cost $32.24 Unrealized -21.7%
OXY Occidental Pete Corp 0.0%
Value ($000) $71 Shares 1,495 Est. Cost $55.40 Unrealized -19.2%
CBU Community Financial System, In 0.0%
Value ($000) $70 Shares 1,202 Est. Cost $54.73 Unrealized +4.3%
TLTE FlexShares Emerging Mkts Facto 0.0%
Value ($000) $70 Shares 1,112 Est. Cost $57.09 Unrealized
GLDM Spdr Gold Minishares Etv 0.0%
Value ($000) $70 Shares 968 Est. Cost $53.38 Unrealized
WDFC Wd-40 Co Com 0.0%
Value ($000) $69 Shares 350 Est. Cost $244.28 Unrealized -12.3%
RMD Resmed Inc 0.0%
Value ($000) $69 Shares 252 Est. Cost $230.36 Unrealized +18.2%
AZO Autozone Inc 0.0%
Value ($000) $69 Shares 16 Est. Cost $3070.23 Unrealized +30.7%
PHO Invesco Water Resources ETF 0.0%
Value ($000) $68 Shares 943 Est. Cost $70.54 Unrealized
FPE First TRUST Preferred 0.0%
Value ($000) $68 Shares 18 Est. Cost $16.86 Unrealized
PIO Invesco Global Water ETF 0.0%
Value ($000) $68 Shares 1,504 Est. Cost $43.08 Unrealized
SGOL Abrdn Standard Physical Gold Etf 0.0%
Value ($000) $66 Shares 37 Est. Cost $22.20 Unrealized
CWEN Clearway Energy Inc 0.0%
Value ($000) $66 Shares 28 Est. Cost $25.83 Unrealized +14.6%
EUAD Select STOXX Europe Aerospace 0.0%
Value ($000) $66 Shares 1,400 Est. Cost $40.64 Unrealized
ICVT iShares Convertible Bond ETF 0.0%
Value ($000) $66 Shares 100 Est. Cost $78.59 Unrealized
IDV iShares DowJones EPAC Select D 0.0%
Value ($000) $65 Shares 37 Est. Cost $27.99 Unrealized
BNS Bank of Nova Scotia Halifax 0.0%
Value ($000) $65 Shares 1,000 Est. Cost $45.71 Unrealized +28.9%
SLF Sun Life Financial Inc 0.0%
Value ($000) $64 Shares 1,074 Est. Cost $52.26 Unrealized +15.1%
TIP iShares TIPS Bond ETF 0.0%
Value ($000) $63 Shares 111 Est. Cost $107.85 Unrealized
JPST JPMorgan Ultra-Short Income ET 0.0%
Value ($000) $62 Shares 1,226 Est. Cost $50.61 Unrealized
MTD Mettler Toledo International 0.0%
Value ($000) $61 Shares 50 Est. Cost $1403.70 Unrealized -10.7%
VOOV Vanguard S&P 500 Value ETF 0.0%
Value ($000) $59 Shares 295 Est. Cost $190.72 Unrealized
CFG Citizens Financial Group, Inc. 0.0%
Value ($000) $59 Shares 53 Est. Cost $43.22 Unrealized +13.8%
SLQD Ishrs 0-5 Year Inv Grd 0.0%
Value ($000) $58 Shares 51 Est. Cost $49.20 Unrealized
ROL Rollins Inc 0.0%
Value ($000) $58 Shares 980 Est. Cost $56.61 Unrealized 0.0%
SJM Jm Smucker CO 0.0%
Value ($000) $57 Shares 526 Est. Cost $111.58 Unrealized -4.1%
VTWO Vanguard Russell 2000 0.0%
Value ($000) $57 Shares 293 Est. Cost $82.38 Unrealized
SPHR SPHERE ENTERTAINMENT CO CL A 0.0%
Value ($000) $57 Shares 910 Est. Cost $43.04 Unrealized +9.7%
Kellanova 0.0%
Value ($000) $56 Shares 683 Est. Cost $64.24 Unrealized +22.4%
COIN Coinbase Global Inc 0.0%
Value ($000) $56 Shares 337 Est. Cost $294.48 Unrealized +15.1%
OGE Oge Energy Corp 0.0%
Value ($000) $56 Shares 1,200 Est. Cost $41.16 Unrealized +8.8%
AROC Archrock Inc 0.0%
Value ($000) $55 Shares 2,100 Est. Cost $19.23 Unrealized +23.1%
LCTU Blackrock US Carbon Trns 0.0%
Value ($000) $53 Shares 73 Est. Cost $60.60 Unrealized
LII Lennox Intl Inc 0.0%
Value ($000) $53 Shares 100 Est. Cost $581.04 Unrealized 0.0%
SNOW Snowflake Inc 0.0%
Value ($000) $52 Shares 230 Est. Cost $122.97 Unrealized +74.6%
VDC Vanguard Consumer 0.0%
Value ($000) $51 Shares 280 Est. Cost $198.17 Unrealized
NWFL Norwood Financial Corp 0.0%
Value ($000) $51 Shares 2,011 Est. Cost $26.77 Unrealized -4.7%
VLUE iShares Edge MSCI USA Value Fact 0.0%
Value ($000) $51 Shares 188 Est. Cost $104.96 Unrealized
PODD Insulet Corp 0.0%
Value ($000) $51 Shares 165 Est. Cost $205.35 Unrealized +52.6%
Tri Continental Corp 0.0%
Value ($000) $50 Shares 1,481 Est. Cost $33.04 Unrealized
SPYM Spdr Portfolio S&P 500 0.0%
Value ($000) $49 Shares 78 Est. Cost $61.53 Unrealized
CP Canadian Pacific Kansas City L 0.0%
Value ($000) $48 Shares 650 Est. Cost $81.43 Unrealized -6.4%
BNDX Vanguard Total International B 0.0%
Value ($000) $48 Shares 962 Est. Cost $50.28 Unrealized
COR Cencora Inc. 0.0%
Value ($000) $47 Shares 149 Est. Cost $229.65 Unrealized +27.8%
IYE iShares US Energy ETF 0.0%
Value ($000) $46 Shares 48 Est. Cost $44.12 Unrealized
VAW Vanguard Materials 0.0%
Value ($000) $45 Shares 296 Est. Cost $184.34 Unrealized
WPM Wheaton Precious Metals Corp 0.0%
Value ($000) $45 Shares 405 Est. Cost $64.34 Unrealized +51.9%
FLRN SPDR BbgBarc Inv Gr Floating R 0.0%
Value ($000) $45 Shares 1,455 Est. Cost $30.85 Unrealized
CHWY Chewy Inc 0.0%
Value ($000) $45 Shares 1,104 Est. Cost $26.67 Unrealized +44.6%
GNR SPDR Global Nat Resources 0.0%
Value ($000) $44 Shares 750 Est. Cost $54.11 Unrealized
MSEX Middlesex Water CO 0.0%
Value ($000) $44 Shares 820 Est. Cost $61.99 Unrealized -13.7%
Wells Fargo & Co 0.0%
Value ($000) $43 Shares 84 Est. Cost $511.57 Unrealized
DEO Diageo PLC Spons ADR 0.0%
Value ($000) $43 Shares 450 Est. Cost $140.85 Unrealized
EW Edwards Lifesciences Corp 0.0%
Value ($000) $42 Shares 546 Est. Cost $72.66 Unrealized +7.5%
TFLO Ishares Treasury 0.0%
Value ($000) $42 Shares 51 Est. Cost $50.49 Unrealized
PPG Ppg Industries Inc 0.0%
Value ($000) $42 Shares 400 Est. Cost $122.00 Unrealized -9.8%
Royce Micro-Cap Trust, Inc. 0.0%
Value ($000) $42 Shares 4,031 Est. Cost $9.61 Unrealized
WSC WillScot Holdings Corporation 0.0%
Value ($000) $41 Shares 1,962 Est. Cost $38.16 Unrealized -32.5%
PKG Packaging Corp Amer Com 0.0%
Value ($000) $41 Shares 188 Est. Cost $204.01 Unrealized 0.0%
RPM Rpm Intl Inc 0.0%
Value ($000) $41 Shares 346 Est. Cost $119.99 Unrealized 0.0%
STE Steris PLC 0.0%
Value ($000) $41 Shares 164 Est. Cost $238.92 Unrealized 0.0%
PID Invesco Intl Divi Achi ETF 0.0%
Value ($000) $40 Shares 1,900 Est. Cost $19.78 Unrealized
MTUM Ishares Msci Usa Momntum 0.0%
Value ($000) $40 Shares 256 Est. Cost $156.25 Unrealized
TR Tootsie Roll Inds Inc 0.0%
Value ($000) $39 Shares 942 Est. Cost $38.96 Unrealized 0.0%
HYXF iShares ESG Advanced Hi Yld Co 0.0%
Value ($000) $39 Shares 822 Est. Cost $47.26 Unrealized
SPYD SPDR Portfolio SP 500 High Div 0.0%
Value ($000) $39 Shares 880 Est. Cost $45.65 Unrealized
LNC Lincoln National Corp. 0.0%
Value ($000) $39 Shares 40 Est. Cost $28.82 Unrealized +31.2%
VPU Vanguard World Fund - Utilities 0.0%
Value ($000) $38 Shares 189 Est. Cost $137.56 Unrealized
IFRA iShares U.S. Infrastructure ETF 0.0%
Value ($000) $38 Shares 53 Est. Cost $40.27 Unrealized
USXF Ishares Esg Advanced 0.0%
Value ($000) $38 Shares 57 Est. Cost $665.60 Unrealized
iShares iBonds 25 Trm HG ETF 0.0%
Value ($000) $37 Shares 1,590 Est. Cost $23.22 Unrealized
MU Micron Technology Inc 0.0%
Value ($000) $37 Shares 220 Est. Cost $103.98 Unrealized +22.9%
IXG iShares Global Financials ETF 0.0%
Value ($000) $35 Shares 117 Est. Cost $78.58 Unrealized
TMFC Motley Fool 100 Index ETF 0.0%
Value ($000) $35 Shares 71 Est. Cost $44.65 Unrealized
VOE Vanguard Mid Cap Value 0.0%
Value ($000) $35 Shares 347 Est. Cost $109.77 Unrealized
ESGD iShares ESG AW MSCI EAFE ETF 0.0%
Value ($000) $35 Shares 377 Est. Cost $84.17 Unrealized
WELL Welltower Inc 0.0%
Value ($000) $35 Shares 230 Est. Cost $105.34 Unrealized +55.1%
ITT Itt Inc 0.0%
Value ($000) $35 Shares 194 Est. Cost $136.13 Unrealized +23.2%
ET Energy Transfer Equity LP 0.0%
Value ($000) $34 Shares 2,000 Est. Cost $16.05 Unrealized
MGK Vanguard Mega Cap Growth 0.0%
Value ($000) $34 Shares 402 Est. Cost $124.06 Unrealized
APA APA Corporation 0.0%
Value ($000) $34 Shares 1,394 Est. Cost $17.35 Unrealized +20.0%
CWB SPDR Bloomberg Conv Sec ETF 0.0%
Value ($000) $34 Shares 374 Est. Cost $76.59 Unrealized
ESGE iShares ESG MSCI EM 0.0%
Value ($000) $34 Shares 43 Est. Cost $34.22 Unrealized
BIIB Biogen Inc 0.0%
Value ($000) $33 Shares 234 Est. Cost $197.49 Unrealized -31.6%
CWT California Wtr Svc Group 0.0%
Value ($000) $32 Shares 700 Est. Cost $50.84 Unrealized -11.0%
BBT Beacon Financial Corp. 0.0%
Value ($000) $32 Shares 1,352 Est. Cost $24.98 Unrealized 0.0%
WTRG Essential Utils Inc 0.0%
Value ($000) $32 Shares 800 Est. Cost $39.30 Unrealized -3.0%
SCHO Schwab Short-Term US Treasury 0.0%
Value ($000) $32 Shares 24 Est. Cost $36.26 Unrealized
ETR Entergy Corp 0.0%
Value ($000) $32 Shares 340 Est. Cost $63.28 Unrealized +37.7%
ARCC Ares Capital Corp 0.0%
Value ($000) $31 Shares 1,528 Est. Cost $21.33 Unrealized 0.0%
QS Quantumscape Corp 0.0%
Value ($000) $31 Shares 12 Est. Cost $4.23 Unrealized +130.8%
CCI Crown Castle Inc 0.0%
Value ($000) $30 Shares 313 Est. Cost $90.39 Unrealized +9.6%
JCPB JPMorgan Core Plus Bond ETF 0.0%
Value ($000) $30 Shares 630 Est. Cost $48.24 Unrealized
ADM Archer-Daniels-Midland Co. 0.0%
Value ($000) $30 Shares 60 Est. Cost $46.80 Unrealized +23.4%
ILCG Ishares Mrnstar Lrg Cap 0.0%
Value ($000) $30 Shares 104 Est. Cost $75.48 Unrealized
AMKAF A P Moeller Maersk Ord 0.0%
Value ($000) $29 Shares 1,954 Est. Cost $2053.26 Unrealized +0.2%
BITO ProShares Bitcoin Strategy ETF 0.0%
Value ($000) $29 Shares 1,480 Est. Cost $22.04 Unrealized
MLI Mueller Inds Inc 0.0%
Value ($000) $29 Shares 101 Est. Cost $79.01 Unrealized +15.7%
CCL Carnival Corp 0.0%
Value ($000) $29 Shares 1,000 Est. Cost $16.93 Unrealized +78.3%
OBDC Blue Owl Capital Corporation 0.0%
Value ($000) $28 Shares 2,200 Est. Cost $12.69 Unrealized +5.9%
RS Reliance, Inc. 0.0%
Value ($000) $28 Shares 100 Est. Cost $286.37 Unrealized +4.8%
VTEB Vanguard Tax Exempt Bd Idx ETF 0.0%
Value ($000) $28 Shares 560 Est. Cost $51.12 Unrealized
FYX First Trust Small Cap AlphaDEX 0.0%
Value ($000) $28 Shares 109 Est. Cost $91.56 Unrealized
VTIP Vanguard Shrt Inf Prot 0.0%
Value ($000) $28 Shares 51 Est. Cost $48.70 Unrealized
HAL Halliburton CO 0.0%
Value ($000) $27 Shares 1,115 Est. Cost $30.10 Unrealized -27.3%
Blackrock Core Bond Trust 0.0%
Value ($000) $27 Shares 2,724 Est. Cost $12.04 Unrealized
SHYG iShares 0-5 Year High Yield Corp 0.0%
Value ($000) $27 Shares 43 Est. Cost $42.22 Unrealized
SUSC Ishar Tru Esg Awr Usd 0.0%
Value ($000) $27 Shares 24 Est. Cost $23.56 Unrealized
Nuveen Quality Muni Income Fun 0.0%
Value ($000) $27 Shares 2,287 Est. Cost $12.38 Unrealized
O'Shares Global Internet 0.0%
Value ($000) $26 Shares 57 Est. Cost $36.51 Unrealized
ANET Arista Networks Inc 0.0%
Value ($000) $26 Shares 180 Est. Cost $101.39 Unrealized +27.0%
IDEV Ishares Tr 0.0%
Value ($000) $26 Shares 327 Est. Cost $80.17 Unrealized
KVUE Kenvue Inc 0.0%
Value ($000) $25 Shares 1,564 Est. Cost $19.91 Unrealized +0.8%
PBR Petroleo Brasileiro Sa Petrobr 0.0%
Value ($000) $25 Shares 2,000 Est. Cost $14.59 Unrealized
WOMN TIDAL TR III/YWCA WOMENS EMPOW 0.0%
Value ($000) $25 Shares 610 Est. Cost $38.70 Unrealized
DGS WisdomTree Emerging Mkts Small 0.0%
Value ($000) $24 Shares 423 Est. Cost $53.70 Unrealized
SHM SPDR Nuveen Bloomberg Barclays 0.0%
Value ($000) $24 Shares 500 Est. Cost $48.14 Unrealized
PEY Invesco High Yield Eq Div ETF 0.0%
Value ($000) $24 Shares 1,142 Est. Cost $21.93 Unrealized
ULTA Ulta Beauty Inc 0.0%
Value ($000) $24 Shares 44 Est. Cost $512.40 Unrealized 0.0%
AZN Astrazeneca PLC Spons ADR 0.0%
Value ($000) $24 Shares 313 Est. Cost $77.91 Unrealized
NTAP Netapp Inc 0.0%
Value ($000) $24 Shares 200 Est. Cost $121.10 Unrealized -8.5%
NXPI NXP Semiconductors NV 0.0%
Value ($000) $23 Shares 103 Est. Cost $244.07 Unrealized -8.6%
VNT Vontier Corp 0.0%
Value ($000) $23 Shares 556 Est. Cost $35.55 Unrealized +15.8%
SLYG SPDR S&P 600 Smcp Grw ETF 0.0%
Value ($000) $23 Shares 246 Est. Cost $93.11 Unrealized
NEM Newmont Mining Corp. 0.0%
Value ($000) $23 Shares 271 Est. Cost $56.76 Unrealized +22.2%
TD Toronto Dominion Bank 0.0%
Value ($000) $23 Shares 284 Est. Cost $59.11 Unrealized +27.0%
LVS Las Vegas Sands Corp 0.0%
Value ($000) $22 Shares 416 Est. Cost $39.88 Unrealized +31.1%
HSIC Henry Schein Inc 0.0%
Value ($000) $22 Shares 336 Est. Cost $69.22 Unrealized 0.0%
ELVA Electrovaya Inc New 0.0%
Value ($000) $22 Shares 3,696 Est. Cost $2.25 Unrealized +125.2%
XYZ Block Inc 0.0%
Value ($000) $22 Shares 300 Est. Cost $64.60 Unrealized +15.9%
FXE Invesco Currencyshares Euro ET 0.0%
Value ($000) $22 Shares 200 Est. Cost $108.79 Unrealized
GTLS Chart Industries Inc 0.0%
Value ($000) $21 Shares 105 Est. Cost $190.05 Unrealized 0.0%
ITA Ishares US Aerospace 0.0%
Value ($000) $21 Shares 209 Est. Cost $100.12 Unrealized
ATO Atmos Energy Corp 0.0%
Value ($000) $21 Shares 171 Est. Cost $147.90 Unrealized +8.2%
BBWI Bath & Body Works Inc 0.0%
Value ($000) $21 Shares 798 Est. Cost $31.52 Unrealized -8.3%
EL Lauder Estee Cos Cl-A 0.0%
Value ($000) $20 Shares 232 Est. Cost $92.25 Unrealized -4.1%
Blackrock Muniyield NY Quality 0.0%
Value ($000) $20 Shares 2,053 Est. Cost $10.78 Unrealized
LRCX Lam Research Corporation 0.0%
Value ($000) $20 Shares 150 Est. Cost $78.11 Unrealized +35.1%
CDW CDW Corp 0.0%
Value ($000) $20 Shares 126 Est. Cost $230.53 Unrealized -26.8%
HMC Honda Motor Co Ltd 0.0%
Value ($000) $20 Shares 31 Est. Cost $30.91 Unrealized
CASY Casey's General Stores Inc 0.0%
Value ($000) $20 Shares 35 Est. Cost $371.29 Unrealized +40.6%
HWM Howmet Aerospace Inc 0.0%
Value ($000) $20 Shares 100 Est. Cost $182.11 Unrealized 0.0%
COMT iShares GSCI Commodity Dynamic R 0.0%
Value ($000) $20 Shares 27 Est. Cost $25.07 Unrealized
EWD iShares MSCI Sweden Index 0.0%
Value ($000) $20 Shares 414 Est. Cost $43.41 Unrealized
IHI iShares U.S. Medical Devices 0.0%
Value ($000) $19 Shares 60 Est. Cost $53.97 Unrealized
YUMC Yum China Holdings Inc 0.0%
Value ($000) $19 Shares 303 Est. Cost $38.76 Unrealized +17.3%
BC Brunswick Corp 0.0%
Value ($000) $19 Shares 300 Est. Cost $74.88 Unrealized -18.0%
ZS Zscaler Inc 0.0%
Value ($000) $19 Shares 63 Est. Cost $285.11 Unrealized 0.0%
IBCA iShares iBonds Dec 2035 ETF 0.0%
Value ($000) $19 Shares 715 Est. Cost $26.04 Unrealized
EQT EQT Corporation 0.0%
Value ($000) $19 Shares 340 Est. Cost $53.58 Unrealized -1.8%
IBDV iShares Ibonds Dec 2030 ETF 0.0%
Value ($000) $18 Shares 830 Est. Cost $22.15 Unrealized
IBDT iShares Ibonds Dec 2028 ETF 0.0%
Value ($000) $18 Shares 720 Est. Cost $25.52 Unrealized
IBDY iShares iBonds Dec 2033 ETF 0.0%
Value ($000) $18 Shares 700 Est. Cost $26.23 Unrealized
IBDW iShares Ibonds Dec 2031 ETF 0.0%
Value ($000) $18 Shares 865 Est. Cost $21.22 Unrealized
IBDX iShares Ibonds Dec 2032 ETF 0.0%
Value ($000) $18 Shares 715 Est. Cost $25.62 Unrealized
IBDU iShares Ibonds Dec 2029 ETF 0.0%
Value ($000) $18 Shares 780 Est. Cost $23.47 Unrealized
IBDS iShares Ibonds Dec 2027 ETF 0.0%
Value ($000) $18 Shares 750 Est. Cost $24.34 Unrealized
IBDR iShares Ibonds Dec 2026 ETF 0.0%
Value ($000) $18 Shares 750 Est. Cost $24.30 Unrealized
BMNR Bitmine Immersion Tecnol 0.0%
Value ($000) $18 Shares 52 Est. Cost $50.65 Unrealized 0.0%
TDY Teledyne Technologies Inc 0.0%
Value ($000) $18 Shares 31 Est. Cost $547.47 Unrealized 0.0%
ARTY Ishare Robot Artif Intel 0.0%
Value ($000) $18 Shares 46 Est. Cost $33.09 Unrealized
LNG Cheniere Energy Inc 0.0%
Value ($000) $18 Shares 75 Est. Cost $231.60 Unrealized +1.5%
TM Toyota Motor Corp Spons ADR 0.0%
Value ($000) $17 Shares 90 Est. Cost $180.01 Unrealized
CG The Carlyle Group Inc. 0.0%
Value ($000) $17 Shares 63 Est. Cost $30.71 Unrealized +100.2%
KD Kyndryl Hldgs Inc 0.0%
Value ($000) $17 Shares 40 Est. Cost $19.54 Unrealized +75.7%
DAL Delta Air Lines Inc 0.0%
Value ($000) $17 Shares 291 Est. Cost $42.88 Unrealized +32.5%
IBIT Ishares Bitcoin Etf 0.0%
Value ($000) $16 Shares 65 Est. Cost $251.00 Unrealized
PNC PNC Financial Services Group 0.0%
Value ($000) $16 Shares 80 Est. Cost $167.50 Unrealized +16.9%
RWO SPDR Dow Jones Global Real Est 0.0%
Value ($000) $16 Shares 386 Est. Cost $46.72 Unrealized
EWT iShares MSCI Taiwan ETF 0.0%
Value ($000) $16 Shares 244 Est. Cost $53.87 Unrealized
Z Zillow Group Inc Cl C 0.0%
Value ($000) $15 Shares 200 Est. Cost $53.70 Unrealized +52.2%
OEF iShares SP 100 Index 0.0%
Value ($000) $15 Shares 46 Est. Cost $269.88 Unrealized
NGG National Grid PLC ADR 0.0%
Value ($000) $15 Shares 239 Est. Cost $68.27 Unrealized
ODFL Old Dominion Freight Line Inc 0.0%
Value ($000) $15 Shares 108 Est. Cost $158.74 Unrealized -3.9%
SW Smurfit Westrock Ltd 0.0%
Value ($000) $15 Shares 43 Est. Cost $43.84 Unrealized +2.7%
BIP Brookfield Infrastructure Part 0.0%
Value ($000) $15 Shares 450 Est. Cost $35.09 Unrealized
ILMN Illumina Inc 0.0%
Value ($000) $15 Shares 156 Est. Cost $102.28 Unrealized -3.0%
Amcor Plc 0.0%
Value ($000) $15 Shares 8 Est. Cost $9.64 Unrealized -7.0%
DNP Select Income Fund Inc 0.0%
Value ($000) $15 Shares 10 Est. Cost $8.48 Unrealized
BOTZ Global X Robotics Artfcl 0.0%
Value ($000) $15 Shares 35 Est. Cost $30.74 Unrealized
DFJ WisdomTree Japan SmallCap Divi 0.0%
Value ($000) $15 Shares 153 Est. Cost $80.66 Unrealized
DYNF Blackrock US Eqy Fctr 0.0%
Value ($000) $15 Shares 59 Est. Cost $48.76 Unrealized
MGV Vanguard Mega Cap Value 0.0%
Value ($000) $14 Shares 138 Est. Cost $108.28 Unrealized
OLED Universal Display Co 0.0%
Value ($000) $14 Shares 144 Est. Cost $156.26 Unrealized -7.6%
SYF Synchrony Financial 0.0%
Value ($000) $14 Shares 71 Est. Cost $30.33 Unrealized +137.6%
KR Kroger CO 0.0%
Value ($000) $14 Shares 210 Est. Cost $52.14 Unrealized +32.5%
RIG Transocean Ltd 0.0%
Value ($000) $14 Shares 4,530 Est. Cost $3.02 Unrealized 0.0%
ARKQ ARK Autonomous Tech & Robotics E 0.0%
Value ($000) $14 Shares 112 Est. Cost $66.26 Unrealized
BEPC Brookfield Renewable Corp Cl A 0.0%
Value ($000) $14 Shares 400 Est. Cost $26.31 Unrealized +28.2%
O'Shares FTSE U.S. Quality Divid 0.0%
Value ($000) $14 Shares 57 Est. Cost $46.09 Unrealized
FISI Financial Instns Inc 0.0%
Value ($000) $14 Shares 500 Est. Cost $22.38 Unrealized +17.0%
LXRX Lexicon Pharmaceuticals Inc 0.0%
Value ($000) $14 Shares 10,000 Est. Cost $0.65 Unrealized +75.1%
NTRS Northern Tr Corp 0.0%
Value ($000) $13 Shares 100 Est. Cost $84.00 Unrealized +51.6%
IYK iShares DJ US Consumer Goods 0.0%
Value ($000) $13 Shares 68 Est. Cost $108.99 Unrealized
Nuveen New York Amt-Free Quali 0.0%
Value ($000) $13 Shares 1,306 Est. Cost $11.20 Unrealized
SPYG SPDR Portfolio S&P 500 Growth ET 0.0%
Value ($000) $13 Shares 105 Est. Cost $81.64 Unrealized
DRI Darden Restaurants Inc 0.0%
Value ($000) $13 Shares 68 Est. Cost $145.50 Unrealized +40.1%
FDL First Trust Morningstar Div 0.0%
Value ($000) $13 Shares 43 Est. Cost $35.88 Unrealized
EWY iShares MSCI South Korea Index 0.0%
Value ($000) $13 Shares 157 Est. Cost $63.96 Unrealized
ALGN Align Technology Inc 0.0%
Value ($000) $13 Shares 100 Est. Cost $235.95 Unrealized -33.6%
SONY Sony Corp Sponsored ADR 0.0%
Value ($000) $12 Shares 430 Est. Cost $26.03 Unrealized
DT Dynatrace Inc 0.0%
Value ($000) $12 Shares 253 Est. Cost $50.61 Unrealized 0.0%
PSN Parsons Corp Del 0.0%
Value ($000) $12 Shares 146 Est. Cost $77.35 Unrealized 0.0%
EMB iShares J.P. Morgan USD Emerging 0.0%
Value ($000) $12 Shares 95 Est. Cost $89.66 Unrealized
EFNL iShares MSCI Finland Capped 0.0%
Value ($000) $12 Shares 276 Est. Cost $37.88 Unrealized
ENOR iShares MSCI Norway Capped 0.0%
Value ($000) $12 Shares 405 Est. Cost $24.49 Unrealized
SCHE Schwab Emerging Markets 0.0%
Value ($000) $11 Shares 373 Est. Cost $29.27 Unrealized
GTLB Gitlab Inc Cl A 0.0%
Value ($000) $11 Shares 249 Est. Cost $45.75 Unrealized 0.0%
EIX Edison International 0.0%
Value ($000) $11 Shares 200 Est. Cost $53.10 Unrealized 0.0%
EWL iShares MSCI Switzerland Index 0.0%
Value ($000) $11 Shares 200 Est. Cost $52.10 Unrealized
Invesco Muni Income Opp Trust 0.0%
Value ($000) $11 Shares 1,824 Est. Cost $6.86 Unrealized
VALU Value Line, Inc. 0.0%
Value ($000) $11 Shares 280 Est. Cost $44.01 Unrealized -13.1%
LOGI Logitech International S.A. 0.0%
Value ($000) $11 Shares 100 Est. Cost $86.47 Unrealized +14.8%
FTNT Fortinet Inc 0.0%
Value ($000) $11 Shares 184 Est. Cost $79.45 Unrealized +12.3%
CHMG Chemung Finl Crp 0.0%
Value ($000) $11 Shares 200 Est. Cost $45.03 Unrealized +14.5%
VTRS Viatris Inc 0.0%
Value ($000) $10 Shares 10 Est. Cost $8.81 Unrealized +8.6%
HOG Harley Davidson Inc 0.0%
Value ($000) $10 Shares 362 Est. Cost $36.11 Unrealized -25.7%
NB Niocorp Devs Ltd ADR 0.0%
Value ($000) $10 Shares 1,500 Est. Cost $4.22 Unrealized 0.0%
JCI Johnson Controls International 0.0%
Value ($000) $10 Shares 90 Est. Cost $68.96 Unrealized +55.0%
LNTH Lantheus Hldgs Inc 0.0%
Value ($000) $10 Shares 187 Est. Cost $62.49 Unrealized 0.0%
Invesco California Value Muni 0.0%
Value ($000) $9 Shares 874 Est. Cost $10.89 Unrealized
STLA Stellantis N.V ADR 0.0%
Value ($000) $9 Shares 1,000 Est. Cost $13.05 Unrealized
WAL Western Alliance Bancorporation 0.0%
Value ($000) $9 Shares 87 Est. Cost $48.09 Unrealized +74.2%
SRE Sempra 0.0%
Value ($000) $9 Shares 90 Est. Cost $66.74 Unrealized +19.6%
BABA Alibaba Group Hldg Ltd 0.0%
Value ($000) $9 Shares 179 Est. Cost $74.75 Unrealized
OPPE WisdomTree European Opportunit 0.0%
Value ($000) $9 Shares 178 Est. Cost $38.99 Unrealized
VWDRY Vestas Wind Sys As Utd 0.0%
Value ($000) $9 Shares 6 Est. Cost $10.49 Unrealized
EZU iShares MSCI Eurzone ETF 0.0%
Value ($000) $8 Shares 137 Est. Cost $59.45 Unrealized
DJT Digital World Acquisitio 0.0%
Value ($000) $8 Shares 16 Est. Cost $16.32 Unrealized +8.7%
AEP American Elec Pwr Inc 0.0%
Value ($000) $8 Shares 75 Est. Cost $93.04 Unrealized +16.3%
SCI Service Corp Intl 0.0%
Value ($000) $8 Shares 100 Est. Cost $78.07 Unrealized +2.2%
BINC Blackrock Flexible 0.0%
Value ($000) $8 Shares 53 Est. Cost $52.56 Unrealized
TTWO Take Two Interactv 0.0%
Value ($000) $8 Shares 258 Est. Cost $225.85 Unrealized +4.8%
LCTD Blackrock Wrld Ex US 0.0%
Value ($000) $8 Shares 53 Est. Cost $46.19 Unrealized
WHR Whirlpool Corporation 0.0%
Value ($000) $8 Shares 100 Est. Cost $100.51 Unrealized -8.7%
PSA Public Storage Inc REIT 0.0%
Value ($000) $8 Shares 27 Est. Cost $306.57 Unrealized -8.2%
FSLR First Solar Inc 0.0%
Value ($000) $7 Shares 221 Est. Cost $191.25 Unrealized +0.4%
ZG Zillow Group Inc 0.0%
Value ($000) $7 Shares 100 Est. Cost $52.05 Unrealized +51.2%
TTD The Trade Desk Inc Cl A 0.0%
Value ($000) $7 Shares 151 Est. Cost $63.45 Unrealized 0.0%
PAWZ Proshares Trust Pet Care ETF 0.0%
Value ($000) $7 Shares 130 Est. Cost $59.65 Unrealized
Eaton Vance Tax Man Gl D 0.0%
Value ($000) $7 Shares 9 Est. Cost $7.72 Unrealized
DVN Devon Energy Corporation 0.0%
Value ($000) $7 Shares 35 Est. Cost $36.52 Unrealized -7.9%
PSKY Paramount Skydance Corp 0.0%
Value ($000) $7 Shares 19 Est. Cost $14.51 Unrealized 0.0%
BLSH Bullish 0.0%
Value ($000) $7 Shares 64 Est. Cost $61.33 Unrealized 0.0%
ETSY Etsy, Inc. 0.0%
Value ($000) $7 Shares 66 Est. Cost $67.32 Unrealized -11.3%
ANIX Anixa Biosciences Inc 0.0%
Value ($000) $7 Shares 2,000 Est. Cost $2.86 Unrealized +10.7%
VEEV Veeva Sys Inc 0.0%
Value ($000) $7 Shares 22 Est. Cost $197.66 Unrealized +42.4%
EDEN iShares MSCI Denmark ETF 0.0%
Value ($000) $7 Shares 60 Est. Cost $127.02 Unrealized
VFC V.F. Corp 0.0%
Value ($000) $6 Shares 450 Est. Cost $16.74 Unrealized -19.7%
PTLO Portillos Inc 0.0%
Value ($000) $6 Shares 6 Est. Cost $15.45 Unrealized -45.4%
XTEN Bndblxx Blmbrg 10 Yr Trg 0.0%
Value ($000) $6 Shares 47 Est. Cost $46.16 Unrealized
PIMCO CA Mun Income Fd 0.0%
Value ($000) $6 Shares 722 Est. Cost $8.72 Unrealized
TMP Tompkins Financial Corporation 0.0%
Value ($000) $6 Shares 95 Est. Cost $53.79 Unrealized +21.9%
LECO Lincoln Elec Hldgs Inc 0.0%
Value ($000) $6 Shares 26 Est. Cost $234.18 Unrealized 0.0%
OMC Omnicom Group 0.0%
Value ($000) $6 Shares 75 Est. Cost $91.91 Unrealized -19.1%
WAT Waters Corp 0.0%
Value ($000) $6 Shares 20 Est. Cost $325.56 Unrealized -7.3%
SHOP Shopify Inc. 0.0%
Value ($000) $6 Shares 149 Est. Cost $116.32 Unrealized +16.6%
RIVN Rivian Automotive, Inc. 0.0%
Value ($000) $6 Shares 15 Est. Cost $14.71 Unrealized -8.9%
SIRI Siriusxm Holdings Inc 0.0%
Value ($000) $6 Shares 250 Est. Cost $25.50 Unrealized -9.3%
CELH Celsius Holdings Inc 0.0%
Value ($000) $6 Shares 57 Est. Cost $28.86 Unrealized +81.2%
SPH Suburban Propane Partners LP 0.0%
Value ($000) $6 Shares 300 Est. Cost $17.94 Unrealized
LYFT Lyft Inc 0.0%
Value ($000) $6 Shares 22 Est. Cost $11.64 Unrealized +43.7%
GT Goodyear Tire & Rubber 0.0%
Value ($000) $5 Shares 15 Est. Cost $13.29 Unrealized -29.3%
GPK Graphic Packaging Holding Compan 0.0%
Value ($000) $5 Shares 20 Est. Cost $22.41 Unrealized -3.0%
FIG Figma, Inc. 0.0%
Value ($000) $5 Shares 52 Est. Cost $68.66 Unrealized 0.0%
ALC Alcon Inc 0.0%
Value ($000) $5 Shares 133 Est. Cost $89.99 Unrealized -7.3%
VOD Vodafone Group plc 0.0%
Value ($000) $5 Shares 369 Est. Cost $10.02 Unrealized
SPDR Bloomberg Barclays High Yie 0.0%
Value ($000) $5 Shares 98 Est. Cost $74.67 Unrealized
GRNY Fundstrat Granny Sht US 0.0%
Value ($000) $5 Shares 25 Est. Cost $199.92 Unrealized
NCLH Norwegian Cruise Line Holdings 0.0%
Value ($000) $5 Shares 200 Est. Cost $18.16 Unrealized +33.8%
OXY/WS Occidental Pete Corp Wt Exp 08 0.0%
Value ($000) $5 Shares 193 Est. Cost $29.72 Unrealized
QSR Restaurant Brands 0.0%
Value ($000) $5 Shares 64 Est. Cost $69.56 Unrealized -5.4%
MTN Vail Resorts Inc 0.0%
Value ($000) $5 Shares 176 Est. Cost $160.59 Unrealized -3.3%
SCE Trust II Trust Preferred 0.0%
Value ($000) $5 Shares 17 Est. Cost $20.61 Unrealized
NOVT Novanta Inc ADR 0.0%
Value ($000) $5 Shares 47 Est. Cost $121.71 Unrealized -2.2%
ARE Alexandria Real Estate Equitie 0.0%
Value ($000) $5 Shares 56 Est. Cost $109.24 Unrealized -28.8%
VIK Viking Holdings Ltd 0.0%
Value ($000) $5 Shares 75 Est. Cost $34.22 Unrealized +74.3%
DECK Deckers Outdoor Corp 0.0%
Value ($000) $5 Shares 101 Est. Cost $129.92 Unrealized -16.1%
VRT Vertiv Holdings Co 0.0%
Value ($000) $5 Shares 151 Est. Cost $121.37 Unrealized +9.8%
ZTS Zoetis Inc 0.0%
Value ($000) $4 Shares 30 Est. Cost $176.84 Unrealized -14.9%
MC Moelis & Company 0.0%
Value ($000) $4 Shares 71 Est. Cost $47.92 Unrealized +45.5%
SUSB Ishares Esg Awr 1-5 Y 0.0%
Value ($000) $4 Shares 25 Est. Cost $25.16 Unrealized
NOV NOV Inc 0.0%
Value ($000) $4 Shares 299 Est. Cost $17.75 Unrealized -27.2%
AVB Avalonbay Communities Inc REIT 0.0%
Value ($000) $4 Shares 20 Est. Cost $205.33 Unrealized -6.9%
LW Lamb Weston Holdings Inc 0.0%
Value ($000) $4 Shares 66 Est. Cost $63.91 Unrealized -15.2%
ERIC Telefonaktiebolaget LM Ericsson 0.0%
Value ($000) $4 Shares 8 Est. Cost $6.30 Unrealized
AOM iShares Core Moderate Allocation 0.0%
Value ($000) $4 Shares 48 Est. Cost $41.51 Unrealized
MFC Manulife Finl Corp ADR 0.0%
Value ($000) $3 Shares 108 Est. Cost $26.86 Unrealized +14.8%
SOLV Solventum Corp 0.0%
Value ($000) $3 Shares 94 Est. Cost $66.90 Unrealized +9.6%
WEN Wendy's International Inc. 0.0%
Value ($000) $3 Shares 9 Est. Cost $19.02 Unrealized -46.0%
SCHB Schwab US Broad Market 0.0%
Value ($000) $3 Shares 26 Est. Cost $33.96 Unrealized
LVMUY Lvmh Moet Hennessy Lou 0.0%
Value ($000) $3 Shares 122 Est. Cost $53.22 Unrealized
Brookfield Renewable Corporation 0.0%
Value ($000) $3 Shares 34 Est. Cost $27.92 Unrealized
CRWV Coreweave Inc 0.0%
Value ($000) $3 Shares 137 Est. Cost $118.31 Unrealized 0.0%
OGN Organon & Co 0.0%
Value ($000) $3 Shares 212 Est. Cost $19.43 Unrealized -49.7%
BROS Dutch Bros Inc 0.0%
Value ($000) $3 Shares 52 Est. Cost $28.62 Unrealized +120.9%
CNMD Conmed Corp 0.0%
Value ($000) $2 Shares 47 Est. Cost $63.80 Unrealized -19.0%
VRTS Virtus Investment Partners, Inc. 0.0%
Value ($000) $2 Shares 190 Est. Cost $189.66 Unrealized +0.3%
EAGG iShares ESG U.S. Aggregate Bond 0.0%
Value ($000) $2 Shares 48 Est. Cost $47.53 Unrealized
Escrow Wolfspeed 0.0%
Value ($000) $2 Shares 2,200 Est. Cost $1.00 Unrealized
Aptiv Plc 0.0%
Value ($000) $2 Shares 86 Est. Cost $35.08 Unrealized
EUSB Ishares Esg Advnc Ttl 0.0%
Value ($000) $2 Shares 44 Est. Cost $44.30 Unrealized
RCAT Red Cat Hldgs Inc 0.0%
Value ($000) $2 Shares 10 Est. Cost $9.34 Unrealized 0.0%
AllianceBernstein Gl High IncFun 0.0%
Value ($000) $2 Shares 11 Est. Cost $10.73 Unrealized
Novo-Nordisk A-S Adr 0.0%
Value ($000) $2 Shares 55 Est. Cost $35.31 Unrealized
ACHR Archer Aviation Inc 0.0%
Value ($000) $2 Shares 10 Est. Cost $9.90 Unrealized 0.0%
CAG Conagra Brands Inc 0.0%
Value ($000) $2 Shares 103 Est. Cost $28.24 Unrealized -33.9%
Synovus Financial Corp. 0.0%
Value ($000) $2 Shares 49 Est. Cost $42.95 Unrealized
MUX McEwen Inc. 0.0%
Value ($000) $2 Shares 100 Est. Cost $9.23 Unrealized +29.7%
IEP Icahn Enterprise LP 0.0%
Value ($000) $2 Shares 200 Est. Cost $13.52 Unrealized
JOBY Joby Aviation Inc 0.0%
Value ($000) $2 Shares 16 Est. Cost $15.19 Unrealized 0.0%
New York Cmnty Banco 0.0%
Value ($000) $2 Shares 12 Est. Cost $8.23 Unrealized
NNOX Nano X Imaging Ltd 0.0%
Value ($000) $1 Shares 400 Est. Cost $7.10 Unrealized -37.3%
QCLN FirstTrust NASDAQ Clean Edge Gre 0.0%
Value ($000) $1 Shares 42 Est. Cost $40.97 Unrealized
GM General Motors Company 0.0%
Value ($000) $1 Shares 61 Est. Cost $51.27 Unrealized +8.3%
HOOD Robinhood Mkts Inc 0.0%
Value ($000) $1 Shares 143 Est. Cost $104.75 Unrealized +4.1%
LIT Global X Lithium Battery 0.0%
Value ($000) $1 Shares 57 Est. Cost $35.30 Unrealized
Ouster Inc 0.0%
Value ($000) $1 Shares 27 Est. Cost $7.68 Unrealized
PHYL Pgim Active High Yield 0.0%
Value ($000) $1 Shares 36 Est. Cost $34.83 Unrealized
BITB Bitwise ETF 0.0%
Value ($000) $1 Shares 62 Est. Cost $32.50 Unrealized
NXDR Nextdoor Hldgs Inc 0.0%
Value ($000) $1 Shares 2 Est. Cost $1.76 Unrealized +9.9%
JBLU JetBlue Airways Corporation 0.0%
Value ($000) $1 Shares 5 Est. Cost $6.25 Unrealized -23.1%
FLG Flagstar Financial, Inc. 0.0%
Value ($000) $1 Shares 83 Est. Cost $10.86 Unrealized +9.3%
BIZD VanEck BDC Income ETF 0.0%
Value ($000) $1 Shares 15 Est. Cost $16.25 Unrealized
TOST Toast Inc 0.0%
Value ($000) $1 Shares 37 Est. Cost $40.63 Unrealized +6.8%
BRCC Brc Inc 0.0%
Value ($000) $1 Shares 2 Est. Cost $2.55 Unrealized -37.2%
IHG Intercontinental Hotels Group 0.0%
Value ($000) $1 Shares 7 Est. Cost $110.43 Unrealized
AMBA Ambarella Inc 0.0%
Value ($000) $1 Shares 83 Est. Cost $72.11 Unrealized +0.7%
CAVA Cava Group Inc 0.0%
Value ($000) $1 Shares 60 Est. Cost $82.84 Unrealized -8.5%
SNAP Snap Inc. 0.0%
Value ($000) $1 Shares 8 Est. Cost $12.26 Unrealized -32.3%
SPMO Invsc S P 500 Momentum 0.0%
Value ($000) $1 Shares 121 Est. Cost $10.29 Unrealized
CSWC Capital Southwest Corp 0.0%
Value ($000) $1 Shares 22 Est. Cost $19.85 Unrealized +7.9%
SDZNY Sandoz Group Ag 0.0%
Value ($000) $1 Shares 60 Est. Cost $14.80 Unrealized
THRO Ishares US Thmatic 0.0%
Value ($000) $1 Shares 38 Est. Cost $16.95 Unrealized
BHF Brighthouse Financial, Inc. 0.0%
Value ($000) $1 Shares 53 Est. Cost $50.28 Unrealized -2.9%
VALE Vale Sa 0.0%
Value ($000) $1 Shares 11 Est. Cost $8.88 Unrealized
ABOS Acumen Pharmaceuticals I 0.0%
Value ($000) $0 Shares 2 Est. Cost $1.07 Unrealized +28.7%
BUZZ VanEck Vectors Social Sentiment 0.0%
Value ($000) $0 Shares 36 Est. Cost $11.42 Unrealized
AMTM Amentum Holdings Inc 0.0%
Value ($000) $0 Shares 12 Est. Cost $25.85 Unrealized -5.8%
UAA Under Armour, Inc. 0.0%
Value ($000) $0 Shares 5 Est. Cost $7.69 Unrealized -24.3%
UA Under Armour Inc 0.0%
Value ($000) $0 Shares 5 Est. Cost $8.04 Unrealized -30.4%
CRSP Crispr Therapeutic 0.0%
Value ($000) $0 Shares 2 Est. Cost $50.74 Unrealized +13.1%
Greenpower Motor Co 0.0%
Value ($000) $0 Shares 4 Est. Cost $3.13 Unrealized
PLUG Plug Power Inc 0.0%
Value ($000) $0 Shares 2 Est. Cost $2.18 Unrealized -22.3%
AEHL Antelope Enterprise Holdings Lim 0.0%
Value ($000) $0 Shares 4 Est. Cost $18.25 Unrealized
DOCU Docusign Inc 0.0%
Value ($000) $0 Shares 1 Est. Cost $56.04 Unrealized +37.5%
Mind Medicine Mindmed Inc 0.0%
Value ($000) $0 Shares 6 Est. Cost $5.67 Unrealized
GII SPDR S&P Global Infrastructure E 0.0%
Value ($000) $0 Shares 70 Est. Cost $1.74 Unrealized
VWOB Vanguard Emerging Markt 0.0%
Value ($000) $0 Shares 67 Est. Cost $1.94 Unrealized
ACB Aurora Cannabis Inc 0.0%
Value ($000) $0 Shares 11 Est. Cost $5.92 Unrealized -17.6%
Allbirds Inc 0.0%
Value ($000) $0 Shares 6 Est. Cost $3.39 Unrealized
DAP Rights 0.0%
Value ($000) $0 Shares 1,075 Est. Cost Unrealized