Rockbridge Investment Management, LCC Diversified Active

CIK: 0001821984 · Show all filings

Period: Q2 2022 (← Previous) (Next →)

Filing Date: May 28, 2024

Total Value ($000): $460,530 (99.3% shares, 0.7% debt)

Holdings (645)

SCHZ SCHWAB STRATEGIC TR 16.3%
Value ($000) $74,959 Shares 1,565,886 Est. Cost $54.77 Unrealized
SPTM SPDR SER TR 12.7%
Value ($000) $58,445 Shares 1,257,414 Est. Cost $43.60 Unrealized
BND VANGUARD BD INDEX FDS 8.3%
Value ($000) $38,317 Shares 509,126 Est. Cost $87.55 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 7.2%
Value ($000) $33,251 Shares 436,020 Est. Cost $82.26 Unrealized
IEFA ISHARES TR 4.5%
Value ($000) $20,749 Shares 352,574 Est. Cost $64.69 Unrealized
SCHC SCHWAB STRATEGIC TR 3.9%
Value ($000) $17,792 Shares 569,704 Est. Cost $32.67 Unrealized
VTI VANGUARD INDEX FDS 3.3%
Value ($000) $15,277 Shares 80,995 Est. Cost $162.07 Unrealized
USRT ISHARES TR 2.9%
Value ($000) $13,515 Shares 253,093 Est. Cost $48.92 Unrealized
MDYV SPDR SER TR 2.5%
Value ($000) $11,307 Shares 186,885 Est. Cost $47.19 Unrealized
IEMG ISHARES INC 2.3%
Value ($000) $10,681 Shares 217,705 Est. Cost $54.32 Unrealized
SPY SPDR S&P 500 ETF TR 2.3%
Value ($000) $10,462 Shares 27,731 Est. Cost $343.82 Unrealized
SLYV SPDR SER TR 2.1%
Value ($000) $9,669 Shares 133,531 Est. Cost $57.12 Unrealized
VEA VANGUARD TAX-MANAGED INTL FD 1.9%
Value ($000) $8,834 Shares 216,529 Est. Cost $38.93 Unrealized
SCHB SCHWAB STRATEGIC TR 1.7%
Value ($000) $7,721 Shares 174,732 Est. Cost $63.63 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 1.4%
Value ($000) $6,440 Shares 154,612 Est. Cost $40.42 Unrealized
SPAB SPDR SER TR 1.4%
Value ($000) $6,400 Shares 242,873 Est. Cost $30.71 Unrealized
SCHE SCHWAB STRATEGIC TR 1.3%
Value ($000) $5,885 Shares 231,861 Est. Cost $24.88 Unrealized
VBR VANGUARD INDEX FDS 1.2%
Value ($000) $5,701 Shares 38,055 Est. Cost $119.85 Unrealized
SCHF SCHWAB STRATEGIC TR 1.2%
Value ($000) $5,323 Shares 169,248 Est. Cost $30.37 Unrealized
VNQ VANGUARD INDEX FDS 1.0%
Value ($000) $4,486 Shares 49,239 Est. Cost $87.22 Unrealized
VOO VANGUARD INDEX FDS 0.8%
Value ($000) $3,621 Shares 10,438 Est. Cost $300.59 Unrealized
SLQD ISHARES TR 0.8%
Value ($000) $3,580 Shares 73,885 Est. Cost $51.52 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 0.8%
Value ($000) $3,544 Shares 44,295 Est. Cost $95.13 Unrealized
AAPL APPLE INC 0.8%
Value ($000) $3,544 Shares 25,924 Est. Cost $102.60 Unrealized +44.9%
SCHH SCHWAB STRATEGIC TR 0.7%
Value ($000) $3,418 Shares 162,053 Est. Cost $30.51 Unrealized
BSV VANGUARD BD INDEX FDS 0.7%
Value ($000) $3,386 Shares 44,092 Est. Cost $82.09 Unrealized
IWC ISHARES TR 0.7%
Value ($000) $3,087 Shares 29,694 Est. Cost $120.64 Unrealized
ISTB ISHARES TR 0.6%
Value ($000) $2,929 Shares 61,790 Est. Cost $51.01 Unrealized
VTV VANGUARD INDEX FDS 0.6%
Value ($000) $2,735 Shares 20,738 Est. Cost $112.35 Unrealized
DFAC DIMENSIONAL ETF TRUST 0.6%
Value ($000) $2,677 Shares 114,914 Est. Cost $25.17 Unrealized
VMBS VANGUARD SCOTTSDALE FDS 0.5%
Value ($000) $2,377 Shares 49,711 Est. Cost $53.98 Unrealized
SPDW SPDR INDEX SHS FDS 0.5%
Value ($000) $2,270 Shares 78,697 Est. Cost $27.81 Unrealized
VTEB VANGUARD MUN BD FDS 0.5%
Value ($000) $2,240 Shares 44,866 Est. Cost $51.97 Unrealized
MSFT MICROSOFT CORP 0.4%
Value ($000) $1,801 Shares 7,013 Est. Cost $191.23 Unrealized +37.8%
NVDA NVIDIA CORPORATION 0.3%
Value ($000) $1,516 Shares 10,000 Est. Cost $20.56 Unrealized -8.4%
MBB ISHARES TR 0.3%
Value ($000) $1,486 Shares 15,243 Est. Cost $102.69 Unrealized
SPSB SPDR SER TR 0.3%
Value ($000) $1,329 Shares 44,699 Est. Cost $31.34 Unrealized
SPEM SPDR INDEX SHS FDS 0.3%
Value ($000) $1,239 Shares 35,622 Est. Cost $33.45 Unrealized
IVV ISHARES TR 0.2%
Value ($000) $1,105 Shares 2,913 Est. Cost $311.10 Unrealized
VB VANGUARD INDEX FDS 0.2%
Value ($000) $1,074 Shares 6,101 Est. Cost $153.54 Unrealized
DVY ISHARES TR 0.2%
Value ($000) $1,057 Shares 8,986 Est. Cost $81.48 Unrealized
VXUS VANGUARD STAR FDS 0.2%
Value ($000) $1,036 Shares 20,082 Est. Cost $59.34 Unrealized
VUG VANGUARD INDEX FDS 0.2%
Value ($000) $993 Shares 4,453 Est. Cost $213.01 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $986 Shares 7,347 Est. Cost $104.11 Unrealized
VOE VANGUARD INDEX FDS 0.2%
Value ($000) $950 Shares 7,335 Est. Cost $108.03 Unrealized
AMZN AMAZON COM INC 0.2%
Value ($000) $913 Shares 8,600 Est. Cost $125.66 Unrealized -0.4%
VGSH VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $850 Shares 14,442 Est. Cost $60.99 Unrealized
DFIC DIMENSIONAL ETF TRUST 0.2%
Value ($000) $834 Shares 38,739 Est. Cost $22.28 Unrealized
VBK VANGUARD INDEX FDS 0.2%
Value ($000) $811 Shares 4,117 Est. Cost $199.57 Unrealized
VOT VANGUARD INDEX FDS 0.2%
Value ($000) $763 Shares 4,353 Est. Cost $166.58 Unrealized
NVDA NVIDIA CORPORATION 0.2%
Value ($000) $758 Shares 5,000 Est. Cost $20.56 Unrealized -8.4%
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $748 Shares 4,212 Est. Cost $125.74 Unrealized +27.2%
PG PROCTER AND GAMBLE CO 0.2%
Value ($000) $735 Shares 5,110 Est. Cost $117.10 Unrealized +17.2%
VYM VANGUARD WHITEHALL FDS 0.2%
Value ($000) $725 Shares 7,127 Est. Cost $92.96 Unrealized
SCHR SCHWAB STRATEGIC TR 0.2%
Value ($000) $703 Shares 13,620 Est. Cost $58.79 Unrealized
GOOGL ALPHABET INC 0.1%
Value ($000) $686 Shares 315 Est. Cost $73.92 Unrealized +58.1%
NYF ISHARES TR 0.1%
Value ($000) $625 Shares 11,887 Est. Cost $52.64 Unrealized
SCHO SCHWAB STRATEGIC TR 0.1%
Value ($000) $596 Shares 12,111 Est. Cost $51.34 Unrealized
DFAU DIMENSIONAL ETF TRUST 0.1%
Value ($000) $591 Shares 22,352 Est. Cost $26.43 Unrealized
IWF ISHARES TR 0.1%
Value ($000) $568 Shares 2,598 Est. Cost $195.29 Unrealized
TSLA TESLA INC 0.1%
Value ($000) $562 Shares 834 Est. Cost $136.53 Unrealized +99.9%
DFAI DIMENSIONAL ETF TRUST 0.1%
Value ($000) $516 Shares 21,390 Est. Cost $24.39 Unrealized
VV VANGUARD INDEX FDS 0.1%
Value ($000) $474 Shares 2,751 Est. Cost $184.42 Unrealized
SUB ISHARES TR 0.1%
Value ($000) $471 Shares 4,504 Est. Cost $107.69 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value ($000) $467 Shares 3,255 Est. Cost $121.23 Unrealized
IWS ISHARES TR 0.1%
Value ($000) $459 Shares 4,515 Est. Cost $81.87 Unrealized
IWD ISHARES TR 0.1%
Value ($000) $453 Shares 3,128 Est. Cost $126.20 Unrealized
SCHX SCHWAB STRATEGIC TR 0.1%
Value ($000) $453 Shares 10,140 Est. Cost $64.17 Unrealized
VSS VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $410 Shares 3,972 Est. Cost $116.22 Unrealized
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $390 Shares 5,039 Est. Cost $62.38 Unrealized +10.3%
SCHA SCHWAB STRATEGIC TR 0.1%
Value ($000) $383 Shares 9,821 Est. Cost $57.74 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $382 Shares 5,000 Est. Cost $86.59 Unrealized +8.1%
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $382 Shares 5,000 Est. Cost $86.59 Unrealized +8.1%
INTC INTEL CORP 0.1%
Value ($000) $374 Shares 10,000 Est. Cost $52.65 Unrealized -22.8%
GOOG ALPHABET INC 0.1%
Value ($000) $370 Shares 169 Est. Cost $95.13 Unrealized +23.3%
ESGV VANGUARD WORLD FD 0.1%
Value ($000) $367 Shares 5,530 Est. Cost $63.92 Unrealized
PFE PFIZER INC 0.1%
Value ($000) $343 Shares 6,538 Est. Cost $32.31 Unrealized +30.0%
VGIT VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $332 Shares 5,434 Est. Cost $67.36 Unrealized
SCHV SCHWAB STRATEGIC TR 0.1%
Value ($000) $327 Shares 5,233 Est. Cost $51.64 Unrealized
MUB ISHARES TR 0.1%
Value ($000) $318 Shares 2,989 Est. Cost $115.96 Unrealized
DFEM DIMENSIONAL ETF TRUST 0.1%
Value ($000) $311 Shares 13,225 Est. Cost $23.53 Unrealized
VO VANGUARD INDEX FDS 0.1%
Value ($000) $308 Shares 1,565 Est. Cost $183.59 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP 0.1%
Value ($000) $300 Shares 3,126 Est. Cost $75.72 Unrealized +16.9%
IJJ ISHARES TR 0.1%
Value ($000) $296 Shares 3,135 Est. Cost $108.88 Unrealized
SCHI SCHWAB STRATEGIC TR 0.1%
Value ($000) $268 Shares 6,006 Est. Cost $51.62 Unrealized
META META PLATFORMS INC 0.1%
Value ($000) $266 Shares 1,649 Est. Cost $224.25 Unrealized -14.6%
IWM ISHARES TR 0.1%
Value ($000) $266 Shares 1,568 Est. Cost $184.38 Unrealized
BIL SPDR SER TR 0.1%
Value ($000) $264 Shares 2,882 Est. Cost $91.61 Unrealized
IWY ISHARES TR 0.1%
Value ($000) $262 Shares 2,093 Est. Cost $120.86 Unrealized
ABT ABBOTT LABS 0.1%
Value ($000) $256 Shares 2,355 Est. Cost $87.00 Unrealized +22.0%
MRSH MARSH & MCLENNAN COS INC 0.1%
Value ($000) $254 Shares 1,639 Est. Cost $109.24 Unrealized +38.9%
DWM WISDOMTREE TR 0.1%
Value ($000) $253 Shares 5,563 Est. Cost $54.01 Unrealized
DUHP DIMENSIONAL ETF TRUST 0.1%
Value ($000) $240 Shares 10,660 Est. Cost $22.50 Unrealized
SDY SPDR SER TR 0.1%
Value ($000) $235 Shares 1,983 Est. Cost $97.07 Unrealized
XOM EXXON MOBIL CORP 0.0%
Value ($000) $225 Shares 2,627 Est. Cost $37.36 Unrealized +113.0%
SPIB SPDR SER TR 0.0%
Value ($000) $225 Shares 6,889 Est. Cost $36.39 Unrealized
XLV SELECT SECTOR SPDR TR 0.0%
Value ($000) $224 Shares 1,746 Est. Cost $102.28 Unrealized
HON HONEYWELL INTL INC 0.0%
Value ($000) $221 Shares 1,272 Est. Cost $175.45 Unrealized -5.2%
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $217 Shares 423 Est. Cost $283.13 Unrealized +66.4%
DLS WISDOMTREE TR 0.0%
Value ($000) $206 Shares 3,522 Est. Cost $73.62 Unrealized
SPYM SPDR SER TR 0.0%
Value ($000) $205 Shares 4,615 Est. Cost $36.26 Unrealized
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $201 Shares 1,008 Est. Cost $175.54 Unrealized +20.7%
GE GENERAL ELECTRIC CO 0.0%
Value ($000) $193 Shares 3,036 Est. Cost $62.70 Unrealized -24.1%
CHD CHURCH & DWIGHT CO INC 0.0%
Value ($000) $193 Shares 2,080 Est. Cost $77.84 Unrealized +16.2%
DIA SPDR DOW JONES INDL AVERAGE 0.0%
Value ($000) $191 Shares 622 Est. Cost $329.58 Unrealized
IJR ISHARES TR 0.0%
Value ($000) $188 Shares 2,038 Est. Cost $79.41 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $179 Shares 3,580 Est. Cost $52.13 Unrealized
DEM WISDOMTREE TR 0.0%
Value ($000) $177 Shares 4,789 Est. Cost $43.25 Unrealized
T AT&T INC 0.0%
Value ($000) $175 Shares 8,340 Est. Cost $15.80 Unrealized +3.2%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $171 Shares 3,379 Est. Cost $41.65 Unrealized -3.7%
IVW ISHARES TR 0.0%
Value ($000) $170 Shares 2,815 Est. Cost $81.04 Unrealized
PEP PEPSICO INC 0.0%
Value ($000) $168 Shares 1,010 Est. Cost $118.79 Unrealized +26.1%
DIS DISNEY WALT CO 0.0%
Value ($000) $163 Shares 1,731 Est. Cost $108.23 Unrealized +0.2%
LOW LOWES COS INC 0.0%
Value ($000) $162 Shares 925 Est. Cost $118.56 Unrealized +51.4%
DGS WISDOMTREE TR 0.0%
Value ($000) $161 Shares 3,600 Est. Cost $52.91 Unrealized
MCD MCDONALDS CORP 0.0%
Value ($000) $160 Shares 649 Est. Cost $199.04 Unrealized +13.7%
TLT ISHARES TR 0.0%
Value ($000) $159 Shares 1,386 Est. Cost $144.33 Unrealized
DFSV DIMENSIONAL ETF TRUST 0.0%
Value ($000) $156 Shares 6,902 Est. Cost $22.56 Unrealized
MRK MERCK & CO INC 0.0%
Value ($000) $152 Shares 1,665 Est. Cost $63.72 Unrealized +24.3%
JNK SPDR SER TR 0.0%
Value ($000) $150 Shares 1,659 Est. Cost $101.41 Unrealized
ACVA ACV AUCTIONS INC 0.0%
Value ($000) $144 Shares 22,000 Est. Cost $19.63 Unrealized -47.6%
IJK ISHARES TR 0.0%
Value ($000) $142 Shares 2,225 Est. Cost $110.10 Unrealized
XLF SELECT SECTOR SPDR TR 0.0%
Value ($000) $142 Shares 4,503 Est. Cost $24.21 Unrealized
SENEA SENECA FOODS CORP NEW 0.0%
Value ($000) $141 Shares 2,530 Est. Cost $35.16 Unrealized +55.1%
DFAR DIMENSIONAL ETF TRUST 0.0%
Value ($000) $139 Shares 6,024 Est. Cost $23.11 Unrealized
IWO ISHARES TR 0.0%
Value ($000) $139 Shares 674 Est. Cost $209.07 Unrealized
DES WISDOMTREE TR 0.0%
Value ($000) $136 Shares 4,811 Est. Cost $32.82 Unrealized
EAGG ISHARES TR 0.0%
Value ($000) $132 Shares 2,693 Est. Cost $55.91 Unrealized
SBUX STARBUCKS CORP 0.0%
Value ($000) $131 Shares 1,717 Est. Cost $86.94 Unrealized -19.1%
HYG ISHARES TR 0.0%
Value ($000) $130 Shares 1,761 Est. Cost $81.62 Unrealized
HD HOME DEPOT INC 0.0%
Value ($000) $130 Shares 472 Est. Cost $248.18 Unrealized +8.4%
IWP ISHARES TR 0.0%
Value ($000) $128 Shares 1,617 Est. Cost $124.16 Unrealized
ABBV ABBVIE INC 0.0%
Value ($000) $125 Shares 816 Est. Cost $77.54 Unrealized +73.0%
CSCO CISCO SYS INC 0.0%
Value ($000) $121 Shares 2,827 Est. Cost $37.95 Unrealized +12.8%
DOW DOW INC 0.0%
Value ($000) $120 Shares 2,318 Est. Cost $26.85 Unrealized +92.9%
MMM 3M CO 0.0%
Value ($000) $119 Shares 923 Est. Cost $108.73 Unrealized -3.2%
DHR DANAHER CORPORATION 0.0%
Value ($000) $118 Shares 467 Est. Cost $239.94 Unrealized -5.7%
SYK STRYKER CORPORATION 0.0%
Value ($000) $117 Shares 587 Est. Cost $173.69 Unrealized +30.1%
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $116 Shares 554 Est. Cost $144.10 Unrealized +40.5%
BA BOEING CO 0.0%
Value ($000) $115 Shares 844 Est. Cost $164.72 Unrealized -10.4%
CRM SALESFORCE INC 0.0%
Value ($000) $114 Shares 690 Est. Cost $194.02 Unrealized -10.0%
IUSB ISHARES TR 0.0%
Value ($000) $112 Shares 2,393 Est. Cost $54.07 Unrealized
V VISA INC 0.0%
Value ($000) $112 Shares 567 Est. Cost $187.14 Unrealized +7.4%
UNP UNION PAC CORP 0.0%
Value ($000) $111 Shares 520 Est. Cost $209.69 Unrealized -0.4%
IFF INTERNATIONAL FLAVORS&FRAGRA 0.0%
Value ($000) $110 Shares 927 Est. Cost $117.31 Unrealized -4.1%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $109 Shares 442 Est. Cost $221.04 Unrealized +7.9%
TMP TOMPKINS FINL CORP 0.0%
Value ($000) $109 Shares 1,510 Est. Cost $66.35 Unrealized -3.9%
SCHM SCHWAB STRATEGIC TR 0.0%
Value ($000) $108 Shares 1,724 Est. Cost $58.69 Unrealized
VTWO VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $108 Shares 1,581 Est. Cost $104.27 Unrealized
ITOT ISHARES TR 0.0%
Value ($000) $107 Shares 1,279 Est. Cost $96.87 Unrealized
DEO DIAGEO PLC 0.0%
Value ($000) $107 Shares 615 Est. Cost $134.59 Unrealized
NSC NORFOLK SOUTHN CORP 0.0%
Value ($000) $107 Shares 470 Est. Cost $230.47 Unrealized -1.7%
SPLV INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $107 Shares 1,720 Est. Cost $61.45 Unrealized
HSY HERSHEY CO 0.0%
Value ($000) $104 Shares 485 Est. Cost $164.20 Unrealized +21.0%
PAYX PAYCHEX INC 0.0%
Value ($000) $103 Shares 902 Est. Cost $70.51 Unrealized +60.1%
LQD ISHARES TR 0.0%
Value ($000) $101 Shares 918 Est. Cost $132.88 Unrealized
VSGX VANGUARD WORLD FD 0.0%
Value ($000) $100 Shares 2,046 Est. Cost $52.14 Unrealized
KO COCA COLA CO 0.0%
Value ($000) $100 Shares 1,587 Est. Cost $39.33 Unrealized +44.3%
IWN ISHARES TR 0.0%
Value ($000) $100 Shares 733 Est. Cost $140.59 Unrealized
IWB ISHARES TR 0.0%
Value ($000) $100 Shares 479 Est. Cost $171.59 Unrealized
BNDX VANGUARD CHARLOTTE FDS 0.0%
Value ($000) $99 Shares 2,006 Est. Cost $55.71 Unrealized
IJH ISHARES TR 0.0%
Value ($000) $98 Shares 435 Est. Cost $201.14 Unrealized
CVX CHEVRON CORP NEW 0.0%
Value ($000) $96 Shares 666 Est. Cost $68.17 Unrealized +109.3%
GLD SPDR GOLD TR 0.0%
Value ($000) $96 Shares 572 Est. Cost $168.61 Unrealized
IVE ISHARES TR 0.0%
Value ($000) $96 Shares 701 Est. Cost $131.25 Unrealized
MA MASTERCARD INCORPORATED 0.0%
Value ($000) $95 Shares 301 Est. Cost $303.89 Unrealized +11.0%
MNKD MANNKIND CORP 0.0%
Value ($000) $95 Shares 24,814 Est. Cost $3.67 Unrealized 0.0%
JPM JPMORGAN CHASE & CO 0.0%
Value ($000) $93 Shares 830 Est. Cost $89.64 Unrealized +26.1%
AMGN AMGEN INC 0.0%
Value ($000) $93 Shares 384 Est. Cost $193.02 Unrealized +13.2%
NFLX NETFLIX INC 0.0%
Value ($000) $91 Shares 522 Est. Cost $36.13 Unrealized -38.6%
CBU COMMUNITY BK SYS INC 0.0%
Value ($000) $91 Shares 1,442 Est. Cost $49.47 Unrealized +17.1%
BX BLACKSTONE INC 0.0%
Value ($000) $91 Shares 1,000 Est. Cost $43.48 Unrealized +121.0%
LLY LILLY ELI & CO 0.0%
Value ($000) $91 Shares 281 Est. Cost $143.90 Unrealized +102.2%
FLRN SPDR SER TR 0.0%
Value ($000) $91 Shares 3,024 Est. Cost $30.47 Unrealized
DISV DIMENSIONAL ETF TRUST 0.0%
Value ($000) $90 Shares 4,258 Est. Cost $21.05 Unrealized
VONE VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $89 Shares 520 Est. Cost $144.05 Unrealized
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $85 Shares 859 Est. Cost $57.12 Unrealized +49.5%
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $83 Shares 778 Est. Cost $72.59 Unrealized +31.4%
SPYG SPDR SER TR 0.0%
Value ($000) $83 Shares 1,594 Est. Cost $45.42 Unrealized
DE DEERE & CO 0.0%
Value ($000) $82 Shares 275 Est. Cost $313.09 Unrealized +11.7%
VIOV VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $82 Shares 533 Est. Cost $119.94 Unrealized
NET CLOUDFLARE INC 0.0%
Value ($000) $81 Shares 1,854 Est. Cost $90.41 Unrealized -20.3%
MO ALTRIA GROUP INC 0.0%
Value ($000) $77 Shares 1,840 Est. Cost $27.18 Unrealized +41.5%
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value ($000) $75 Shares 8,304 Est. Cost $10.98 Unrealized -10.0%
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $74 Shares 150 Est. Cost $39.89 Unrealized +122.3%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $74 Shares 522 Est. Cost $96.66 Unrealized +21.6%
ESGD ISHARES TR 0.0%
Value ($000) $73 Shares 1,158 Est. Cost $71.72 Unrealized
BLACKROCK INC 0.0%
Value ($000) $72 Shares 118 Est. Cost $748.24 Unrealized
QQQ INVESCO QQQ TR 0.0%
Value ($000) $72 Shares 256 Est. Cost $306.02 Unrealized
LAM RESEARCH CORP 0.0%
Value ($000) $68 Shares 159 Est. Cost $694.27 Unrealized
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $67 Shares 304 Est. Cost $131.82 Unrealized +61.9%
SPDR SER TR 0.0%
Value ($000) $67 Shares 839 Est. Cost $59.14 Unrealized
SPSM SPDR SER TR 0.0%
Value ($000) $67 Shares 1,862 Est. Cost $26.57 Unrealized
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $67 Shares 367 Est. Cost $155.55 Unrealized +17.6%
IYC ISHARES TR 0.0%
Value ($000) $67 Shares 1,172 Est. Cost $107.72 Unrealized
FALN ISHARES TR 0.0%
Value ($000) $66 Shares 2,686 Est. Cost $27.43 Unrealized
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $65 Shares 481 Est. Cost $112.60 Unrealized +1.9%
EMB ISHARES TR 0.0%
Value ($000) $63 Shares 737 Est. Cost $85.32 Unrealized
MTB M & T BK CORP 0.0%
Value ($000) $63 Shares 394 Est. Cost $87.69 Unrealized +70.0%
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $61 Shares 791 Est. Cost $50.74 Unrealized +28.0%
PFF ISHARES TR 0.0%
Value ($000) $59 Shares 1,802 Est. Cost $35.86 Unrealized
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $59 Shares 1,058 Est. Cost $17.44 Unrealized +45.2%
WM WASTE MGMT INC DEL 0.0%
Value ($000) $57 Shares 375 Est. Cost $137.18 Unrealized +7.8%
QUAL ISHARES TR 0.0%
Value ($000) $57 Shares 513 Est. Cost $97.62 Unrealized
CTVA CORTEVA INC 0.0%
Value ($000) $57 Shares 1,058 Est. Cost $24.35 Unrealized +129.2%
NVDA NVIDIA CORPORATION 0.0%
Value ($000) $57 Shares 376 Est. Cost $20.56 Unrealized -8.4%
USMV ISHARES TR 0.0%
Value ($000) $56 Shares 800 Est. Cost $60.48 Unrealized
SO SOUTHERN CO 0.0%
Value ($000) $55 Shares 775 Est. Cost $48.61 Unrealized +32.3%
IDEV ISHARES TR 0.0%
Value ($000) $55 Shares 1,021 Est. Cost $50.89 Unrealized
INTC INTEL CORP 0.0%
Value ($000) $55 Shares 1,464 Est. Cost $52.65 Unrealized -22.8%
AGG ISHARES TR 0.0%
Value ($000) $53 Shares 526 Est. Cost $114.03 Unrealized
FDX FEDEX CORP 0.0%
Value ($000) $53 Shares 234 Est. Cost $220.74 Unrealized -10.9%
VHT VANGUARD WORLD FDS 0.0%
Value ($000) $52 Shares 221 Est. Cost $192.55 Unrealized
CME CME GROUP INC 0.0%
Value ($000) $51 Shares 250 Est. Cost $153.36 Unrealized +18.6%
QCOM QUALCOMM INC 0.0%
Value ($000) $51 Shares 400 Est. Cost $93.30 Unrealized +33.9%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $51 Shares 1,432 Est. Cost $43.55 Unrealized -14.4%
PLD PROLOGIS INC. 0.0%
Value ($000) $50 Shares 423 Est. Cost $76.28 Unrealized +61.7%
ESGE ISHARES INC 0.0%
Value ($000) $50 Shares 1,540 Est. Cost $36.66 Unrealized
O REALTY INCOME CORP 0.0%
Value ($000) $49 Shares 724 Est. Cost $45.06 Unrealized +25.4%
LEN LENNAR CORP 0.0%
Value ($000) $49 Shares 700 Est. Cost $84.95 Unrealized -18.3%
DG DOLLAR GEN CORP NEW 0.0%
Value ($000) $49 Shares 200 Est. Cost $183.97 Unrealized +19.1%
COST COSTCO WHSL CORP NEW 0.0%
Value ($000) $48 Shares 100 Est. Cost $360.47 Unrealized +34.5%
VYMI VANGUARD WHITEHALL FDS 0.0%
Value ($000) $48 Shares 813 Est. Cost $60.04 Unrealized
DFUV DIMENSIONAL ETF TRUST 0.0%
Value ($000) $47 Shares 1,474 Est. Cost $31.60 Unrealized
XLB SELECT SECTOR SPDR TR 0.0%
Value ($000) $46 Shares 625 Est. Cost $89.08 Unrealized
NOW SERVICENOW INC 0.0%
Value ($000) $46 Shares 96 Est. Cost $82.99 Unrealized +14.8%
OKE ONEOK INC NEW 0.0%
Value ($000) $44 Shares 800 Est. Cost $22.39 Unrealized +138.7%
COP CONOCOPHILLIPS 0.0%
Value ($000) $44 Shares 492 Est. Cost $38.26 Unrealized +135.1%
DOL WISDOMTREE TR 0.0%
Value ($000) $43 Shares 1,032 Est. Cost $49.42 Unrealized
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $43 Shares 601 Est. Cost $48.87 Unrealized
SPMD SPDR SER TR 0.0%
Value ($000) $43 Shares 1,080 Est. Cost $31.52 Unrealized
CLX CLOROX CO DEL 0.0%
Value ($000) $43 Shares 304 Est. Cost $147.38 Unrealized -14.1%
WMT WALMART INC 0.0%
Value ($000) $42 Shares 344 Est. Cost $43.75 Unrealized +0.6%
PBHC PATHFINDER BANCORP INC MD 0.0%
Value ($000) $42 Shares 2,092 Est. Cost $15.17 Unrealized +19.1%
ETN EATON CORP PLC 0.0%
Value ($000) $41 Shares 325 Est. Cost $75.66 Unrealized +75.2%
IVOV VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $41 Shares 283 Est. Cost $115.74 Unrealized
VXF VANGUARD INDEX FDS 0.0%
Value ($000) $40 Shares 306 Est. Cost $118.49 Unrealized
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $40 Shares 165 Est. Cost $222.48 Unrealized -0.7%
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $39 Shares 1,095 Est. Cost $16.13 Unrealized +137.4%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $39 Shares 91 Est. Cost $321.35 Unrealized +23.8%
TMUS T-MOBILE US INC 0.0%
Value ($000) $39 Shares 287 Est. Cost $99.67 Unrealized +26.5%
EMN EASTMAN CHEM CO 0.0%
Value ($000) $38 Shares 427 Est. Cost $84.44 Unrealized +6.4%
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $38 Shares 537 Est. Cost $76.32 Unrealized -9.0%
WESTERN ASSET HIGH YIELD DEF 0.0%
Value ($000) $37 Shares 3,040 Est. Cost $13.82 Unrealized
DLN WISDOMTREE TR 0.0%
Value ($000) $37 Shares 624 Est. Cost $65.95 Unrealized
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $37 Shares 940 Est. Cost $24.22 Unrealized +64.9%
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $37 Shares 21 Est. Cost $1650.27 Unrealized +27.2%
AFL AFLAC INC 0.0%
Value ($000) $36 Shares 650 Est. Cost $36.97 Unrealized +47.1%
SPYD SPDR SER TR 0.0%
Value ($000) $36 Shares 895 Est. Cost $39.06 Unrealized
EEM ISHARES TR 0.0%
Value ($000) $35 Shares 878 Est. Cost $43.45 Unrealized
CLH CLEAN HARBORS INC 0.0%
Value ($000) $35 Shares 400 Est. Cost $98.39 Unrealized -1.9%
GSK PLC 0.0%
Value ($000) $35 Shares 795 Est. Cost $43.82 Unrealized
AOA ISHARES TR 0.0%
Value ($000) $34 Shares 572 Est. Cost $58.87 Unrealized
EFA ISHARES TR 0.0%
Value ($000) $34 Shares 541 Est. Cost $66.81 Unrealized
SJNK SPDR SER TR 0.0%
Value ($000) $34 Shares 1,396 Est. Cost $25.37 Unrealized
ACWX ISHARES TR 0.0%
Value ($000) $33 Shares 735 Est. Cost $50.97 Unrealized
SPHY SPDR SER TR 0.0%
Value ($000) $33 Shares 1,465 Est. Cost $23.55 Unrealized
SUSB ISHARES TR 0.0%
Value ($000) $33 Shares 1,360 Est. Cost $26.07 Unrealized
ICLN ISHARES TR 0.0%
Value ($000) $32 Shares 1,685 Est. Cost $24.33 Unrealized
BALL BALL CORP 0.0%
Value ($000) $31 Shares 450 Est. Cost $86.77 Unrealized -16.9%
XLY SELECT SECTOR SPDR TR 0.0%
Value ($000) $31 Shares 222 Est. Cost $151.62 Unrealized
MDT MEDTRONIC PLC 0.0%
Value ($000) $31 Shares 340 Est. Cost $93.86 Unrealized -3.7%
GLW CORNING INC 0.0%
Value ($000) $30 Shares 943 Est. Cost $23.02 Unrealized +34.9%
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $29 Shares 106 Est. Cost $174.62 Unrealized +63.0%
EFAV ISHARES TR 0.0%
Value ($000) $29 Shares 460 Est. Cost $65.22 Unrealized
TSCO TRACTOR SUPPLY CO 0.0%
Value ($000) $29 Shares 150 Est. Cost $40.72 Unrealized -6.4%
VFH VANGUARD WORLD FDS 0.0%
Value ($000) $29 Shares 375 Est. Cost $82.13 Unrealized
OLED UNIVERSAL DISPLAY CORP 0.0%
Value ($000) $28 Shares 280 Est. Cost $190.55 Unrealized -35.1%
VOOG VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $28 Shares 128 Est. Cost $205.12 Unrealized
BIV VANGUARD BD INDEX FDS 0.0%
Value ($000) $28 Shares 354 Est. Cost $92.91 Unrealized
F FORD MTR CO DEL 0.0%
Value ($000) $27 Shares 2,454 Est. Cost $5.49 Unrealized +91.9%
AMAT APPLIED MATLS INC 0.0%
Value ($000) $27 Shares 300 Est. Cost $106.08 Unrealized 0.0%
FPE FIRST TR EXCH TRADED FD III 0.0%
Value ($000) $27 Shares 1,575 Est. Cost $19.06 Unrealized
SCHP SCHWAB STRATEGIC TR 0.0%
Value ($000) $27 Shares 485 Est. Cost $62.59 Unrealized
ICF ISHARES TR 0.0%
Value ($000) $27 Shares 444 Est. Cost $62.24 Unrealized
AVEM AMERICAN CENTY ETF TR 0.0%
Value ($000) $27 Shares 513 Est. Cost $61.72 Unrealized
FREL FIDELITY COVINGTON TRUST 0.0%
Value ($000) $26 Shares 967 Est. Cost $23.84 Unrealized
AOR ISHARES TR 0.0%
Value ($000) $26 Shares 542 Est. Cost $48.88 Unrealized
DLR DIGITAL RLTY TR INC 0.0%
Value ($000) $26 Shares 200 Est. Cost $116.37 Unrealized +4.0%
SPYX SPDR SER TR 0.0%
Value ($000) $26 Shares 280 Est. Cost $82.09 Unrealized
OMC OMNICOM GROUP INC 0.0%
Value ($000) $25 Shares 400 Est. Cost $48.11 Unrealized +35.5%
FDN FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $25 Shares 200 Est. Cost $223.70 Unrealized
HPQ HP INC 0.0%
Value ($000) $25 Shares 770 Est. Cost $17.78 Unrealized +80.3%
CB CHUBB LIMITED 0.0%
Value ($000) $25 Shares 126 Est. Cost $116.00 Unrealized +69.2%
ORI OLD REP INTL CORP 0.0%
Value ($000) $25 Shares 1,100 Est. Cost $9.80 Unrealized +78.2%
PKG PACKAGING CORP AMER 0.0%
Value ($000) $24 Shares 178 Est. Cost $80.20 Unrealized +72.1%
AVDV AMERICAN CENTY ETF TR 0.0%
Value ($000) $24 Shares 463 Est. Cost $63.75 Unrealized
VDC VANGUARD WORLD FDS 0.0%
Value ($000) $24 Shares 131 Est. Cost $151.37 Unrealized
PRK PARK NATL CORP 0.0%
Value ($000) $24 Shares 200 Est. Cost $73.17 Unrealized +64.4%
TJX TJX COS INC NEW 0.0%
Value ($000) $24 Shares 427 Est. Cost $48.40 Unrealized +18.6%
TXN TEXAS INSTRS INC 0.0%
Value ($000) $24 Shares 153 Est. Cost $119.03 Unrealized +26.8%
EL LAUDER ESTEE COS INC 0.0%
Value ($000) $23 Shares 91 Est. Cost $165.58 Unrealized +44.0%
LULU LULULEMON ATHLETICA INC 0.0%
Value ($000) $23 Shares 84 Est. Cost $255.73 Unrealized +25.3%
XNTK SPDR SER TR 0.0%
Value ($000) $23 Shares 222 Est. Cost $99.10 Unrealized
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $23 Shares 124 Est. Cost $79.74 Unrealized +92.3%
NXPI NXP SEMICONDUCTORS N V 0.0%
Value ($000) $22 Shares 150 Est. Cost $90.88 Unrealized +78.1%
VDE VANGUARD WORLD FDS 0.0%
Value ($000) $22 Shares 219 Est. Cost $58.90 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $22 Shares 191 Est. Cost $201.74 Unrealized
MORGAN STANLEY EMKT DBT FD I 0.0%
Value ($000) $22 Shares 3,255 Est. Cost $8.53 Unrealized
XLP SELECT SECTOR SPDR TR 0.0%
Value ($000) $21 Shares 294 Est. Cost $60.34 Unrealized
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $21 Shares 218 Est. Cost $61.99 Unrealized +42.7%
AEP AMERICAN ELEC PWR CO INC 0.0%
Value ($000) $21 Shares 217 Est. Cost $66.63 Unrealized +30.0%
UNILEVER PLC 0.0%
Value ($000) $21 Shares 454 Est. Cost $61.01 Unrealized
EFV ISHARES TR 0.0%
Value ($000) $20 Shares 467 Est. Cost $39.99 Unrealized
NVS NOVARTIS AG 0.0%
Value ($000) $20 Shares 235 Est. Cost $86.82 Unrealized
NUVEEN NEW YORK AMT QLT MUNI 0.0%
Value ($000) $20 Shares 1,791 Est. Cost $12.99 Unrealized
MPC MARATHON PETE CORP 0.0%
Value ($000) $20 Shares 240 Est. Cost $59.33 Unrealized +45.4%
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $19 Shares 80 Est. Cost $178.97 Unrealized +24.9%
DFAX DIMENSIONAL ETF TRUST 0.0%
Value ($000) $19 Shares 883 Est. Cost $25.45 Unrealized
ZTS ZOETIS INC 0.0%
Value ($000) $19 Shares 109 Est. Cost $140.94 Unrealized +18.3%
SPYV SPDR SER TR 0.0%
Value ($000) $19 Shares 503 Est. Cost $37.32 Unrealized
AVUS AMERICAN CENTY ETF TR 0.0%
Value ($000) $18 Shares 283 Est. Cost $81.27 Unrealized
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $18 Shares 1,365 Est. Cost $18.55 Unrealized 0.0%
SEAGEN INC 0.0%
Value ($000) $18 Shares 100 Est. Cost $180.00 Unrealized
IGM ISHARES TR 0.0%
Value ($000) $18 Shares 60 Est. Cost $283.33 Unrealized
IWV ISHARES TR 0.0%
Value ($000) $17 Shares 80 Est. Cost $191.20 Unrealized
PFG PRINCIPAL FINANCIAL GROUP IN 0.0%
Value ($000) $17 Shares 258 Est. Cost $54.80 Unrealized +12.7%
FTCS FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $17 Shares 246 Est. Cost $78.44 Unrealized
MNST MONSTER BEVERAGE CORP NEW 0.0%
Value ($000) $17 Shares 178 Est. Cost $32.65 Unrealized +33.2%
BLV VANGUARD BD INDEX FDS 0.0%
Value ($000) $16 Shares 206 Est. Cost $111.35 Unrealized
CHTR CHARTER COMMUNICATIONS INC N 0.0%
Value ($000) $16 Shares 35 Est. Cost $602.50 Unrealized -19.1%
PLAY DAVE & BUSTERS ENTMT INC 0.0%
Value ($000) $16 Shares 500 Est. Cost $39.99 Unrealized +0.3%
JKHY HENRY JACK & ASSOC INC 0.0%
Value ($000) $16 Shares 87 Est. Cost $162.75 Unrealized +9.8%
BAC BK OF AMERICA CORP 0.0%
Value ($000) $15 Shares 496 Est. Cost $21.75 Unrealized +50.5%
SMLV SPDR SER TR 0.0%
Value ($000) $15 Shares 148 Est. Cost $75.00 Unrealized
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $15 Shares 191 Est. Cost $68.44 Unrealized +4.9%
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $15 Shares 75 Est. Cost $297.37 Unrealized -21.1%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.0%
Value ($000) $15 Shares 184 Est. Cost $80.50 Unrealized
BF/B BROWN FORMAN CORP 0.0%
Value ($000) $15 Shares 210 Est. Cost $57.53 Unrealized +8.7%
STZ CONSTELLATION BRANDS INC 0.0%
Value ($000) $15 Shares 63 Est. Cost $151.89 Unrealized +50.4%
CHKP CHECK POINT SOFTWARE TECH LT 0.0%
Value ($000) $15 Shares 120 Est. Cost $105.95 Unrealized +21.2%
SPMB SPDR SER TR 0.0%
Value ($000) $14 Shares 633 Est. Cost $23.86 Unrealized
ENB ENBRIDGE INC 0.0%
Value ($000) $14 Shares 335 Est. Cost $22.04 Unrealized +59.9%
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $14 Shares 50 Est. Cost $250.53 Unrealized +6.8%
IBDT ISHARES TR 0.0%
Value ($000) $14 Shares 558 Est. Cost $28.04 Unrealized
TFI SPDR SER TR 0.0%
Value ($000) $14 Shares 303 Est. Cost $45.86 Unrealized
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $14 Shares 222 Est. Cost $47.05 Unrealized +21.7%
NGG NATIONAL GRID PLC 0.0%
Value ($000) $14 Shares 212 Est. Cost $61.21 Unrealized
TTEK TETRA TECH INC NEW 0.0%
Value ($000) $14 Shares 100 Est. Cost $25.16 Unrealized +9.0%
SIRIUS XM HOLDINGS INC 0.0%
Value ($000) $13 Shares 2,145 Est. Cost $6.06 Unrealized
HUM HUMANA INC 0.0%
Value ($000) $13 Shares 28 Est. Cost $355.71 Unrealized +20.5%
NNN NATIONAL RETAIL PROPERTIES I 0.0%
Value ($000) $13 Shares 300 Est. Cost $43.00 Unrealized
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $13 Shares 50 Est. Cost $215.50 Unrealized +3.1%
ALC ALCON AG 0.0%
Value ($000) $13 Shares 182 Est. Cost $58.57 Unrealized +23.2%
MKC MCCORMICK & CO INC 0.0%
Value ($000) $13 Shares 152 Est. Cost $79.15 Unrealized +10.0%
SPTL SPDR SER TR 0.0%
Value ($000) $13 Shares 382 Est. Cost $41.98 Unrealized
INCY INCYTE CORP 0.0%
Value ($000) $13 Shares 165 Est. Cost $95.12 Unrealized -20.2%
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $13 Shares 300 Est. Cost $31.08 Unrealized +28.9%
EMR EMERSON ELEC CO 0.0%
Value ($000) $12 Shares 157 Est. Cost $50.28 Unrealized +62.8%
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $12 Shares 79 Est. Cost $85.95 Unrealized +69.3%
LINDE PLC 0.0%
Value ($000) $12 Shares 43 Est. Cost $228.92 Unrealized
PIONEER NAT RES CO 0.0%
Value ($000) $12 Shares 55 Est. Cost $105.76 Unrealized
MFC MANULIFE FINL CORP 0.0%
Value ($000) $12 Shares 688 Est. Cost $18.90 Unrealized 0.0%
D DOMINION ENERGY INC 0.0%
Value ($000) $12 Shares 149 Est. Cost $62.65 Unrealized +10.7%
VGT VANGUARD WORLD FDS 0.0%
Value ($000) $12 Shares 36 Est. Cost $278.43 Unrealized
MCHP MICROCHIP TECHNOLOGY INC. 0.0%
Value ($000) $12 Shares 200 Est. Cost $69.30 Unrealized -12.2%
QQQM INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $12 Shares 100 Est. Cost $160.00 Unrealized
CTRA COTERRA ENERGY INC 0.0%
Value ($000) $11 Shares 430 Est. Cost $14.31 Unrealized +79.1%
NEM NEWMONT CORP 0.0%
Value ($000) $11 Shares 185 Est. Cost $50.26 Unrealized +25.9%
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $11 Shares 450 Est. Cost $18.96 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $11 Shares 20 Est. Cost $401.59 Unrealized +35.6%
IGV ISHARES TR 0.0%
Value ($000) $11 Shares 40 Est. Cost $400.00 Unrealized
FV FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $11 Shares 260 Est. Cost $48.00 Unrealized
ECL ECOLAB INC 0.0%
Value ($000) $11 Shares 69 Est. Cost $182.16 Unrealized -12.7%
CNC CENTENE CORP DEL 0.0%
Value ($000) $11 Shares 125 Est. Cost $63.53 Unrealized +30.7%
TT TRANE TECHNOLOGIES PLC 0.0%
Value ($000) $10 Shares 80 Est. Cost $104.71 Unrealized +26.3%
BLACKROCK CR ALLOCATION INCO 0.0%
Value ($000) $10 Shares 950 Est. Cost $13.43 Unrealized
NEXTERA ENERGY INC 0.0%
Value ($000) $10 Shares 210 Est. Cost $52.38 Unrealized
RF REGIONS FINANCIAL CORP NEW 0.0%
Value ($000) $10 Shares 531 Est. Cost $16.04 Unrealized +9.7%
XYZ BLOCK INC 0.0%
Value ($000) $10 Shares 159 Est. Cost $197.29 Unrealized -53.7%
KMI KINDER MORGAN INC DEL 0.0%
Value ($000) $10 Shares 578 Est. Cost $11.20 Unrealized +36.8%
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $10 Shares 138 Est. Cost $201.14 Unrealized -57.0%
GPK GRAPHIC PACKAGING HLDG CO 0.0%
Value ($000) $10 Shares 470 Est. Cost $14.34 Unrealized +47.2%
QCLN FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $9 Shares 180 Est. Cost $64.90 Unrealized
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $9 Shares 67 Est. Cost $92.79 Unrealized +69.8%
ARKG ARK ETF TR 0.0%
Value ($000) $9 Shares 290 Est. Cost $93.62 Unrealized
ES EVERSOURCE ENERGY 0.0%
Value ($000) $9 Shares 108 Est. Cost $67.21 Unrealized +13.6%
GWW GRAINGER W W INC 0.0%
Value ($000) $9 Shares 20 Est. Cost $361.51 Unrealized +29.8%
NBTB NBT BANCORP INC 0.0%
Value ($000) $9 Shares 240 Est. Cost $31.14 Unrealized +16.4%
EXPE EXPEDIA GROUP INC 0.0%
Value ($000) $9 Shares 95 Est. Cost $91.90 Unrealized +52.8%
AMC ENTMT HLDGS INC 0.0%
Value ($000) $9 Shares 661 Est. Cost $39.02 Unrealized
EQT EQT CORP 0.0%
Value ($000) $9 Shares 260 Est. Cost $13.92 Unrealized +180.3%
IGIB ISHARES TR 0.0%
Value ($000) $9 Shares 175 Est. Cost $60.81 Unrealized
ITB ISHARES TR 0.0%
Value ($000) $9 Shares 170 Est. Cost $82.35 Unrealized
CVS CVS HEALTH CORP 0.0%
Value ($000) $9 Shares 95 Est. Cost $53.54 Unrealized +60.5%
LUV SOUTHWEST AIRLS CO 0.0%
Value ($000) $9 Shares 241 Est. Cost $38.74 Unrealized +3.3%
ZM ZOOM VIDEO COMMUNICATIONS IN 0.0%
Value ($000) $9 Shares 80 Est. Cost $290.64 Unrealized -63.7%
STX SEAGATE TECHNOLOGY HLDNGS PL 0.0%
Value ($000) $8 Shares 116 Est. Cost $77.58 Unrealized -7.4%
EOG EOG RES INC 0.0%
Value ($000) $8 Shares 75 Est. Cost $35.79 Unrealized +195.4%
COLD AMERICOLD REALTY TRUST INC 0.0%
Value ($000) $8 Shares 275 Est. Cost $36.36 Unrealized
SCHD SCHWAB STRATEGIC TR 0.0%
Value ($000) $8 Shares 115 Est. Cost $54.03 Unrealized
SJM SMUCKER J M CO 0.0%
Value ($000) $8 Shares 64 Est. Cost $107.68 Unrealized +9.3%
JETS ETF SER SOLUTIONS 0.0%
Value ($000) $8 Shares 492 Est. Cost $23.55 Unrealized
KEY KEYCORP 0.0%
Value ($000) $8 Shares 468 Est. Cost $16.07 Unrealized -1.0%
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $8 Shares 275 Est. Cost $8.58 Unrealized +342.2%
NYT NEW YORK TIMES CO 0.0%
Value ($000) $8 Shares 287 Est. Cost $34.45 Unrealized +0.5%
CORP PIMCO ETF TR 0.0%
Value ($000) $8 Shares 83 Est. Cost $114.32 Unrealized
BLACKROCK INCOME TR INC 0.0%
Value ($000) $8 Shares 1,725 Est. Cost $6.09 Unrealized
DK DELEK US HLDGS INC NEW 0.0%
Value ($000) $8 Shares 300 Est. Cost $15.92 Unrealized +45.1%
SMH VANECK ETF TRUST 0.0%
Value ($000) $8 Shares 38 Est. Cost $279.73 Unrealized
AVDE AMERICAN CENTY ETF TR 0.0%
Value ($000) $8 Shares 151 Est. Cost $66.23 Unrealized
WRB BERKLEY W R CORP 0.0%
Value ($000) $8 Shares 112 Est. Cost $24.42 Unrealized +70.1%
ADSK AUTODESK INC 0.0%
Value ($000) $8 Shares 44 Est. Cost $196.57 Unrealized -2.2%
VFC V F CORP 0.0%
Value ($000) $8 Shares 171 Est. Cost $57.90 Unrealized -13.4%
ATR APTARGROUP INC 0.0%
Value ($000) $8 Shares 73 Est. Cost $98.88 Unrealized +5.0%
TWITTER INC 0.0%
Value ($000) $8 Shares 201 Est. Cost $37.39 Unrealized
NJR NEW JERSEY RES CORP 0.0%
Value ($000) $7 Shares 164 Est. Cost $26.81 Unrealized +46.1%
VT VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $7 Shares 85 Est. Cost $76.60 Unrealized
CCJ CAMECO CORP 0.0%
Value ($000) $7 Shares 340 Est. Cost $10.87 Unrealized +129.8%
FIS FIDELITY NATL INFORMATION SV 0.0%
Value ($000) $7 Shares 77 Est. Cost $116.75 Unrealized -22.5%
GIS GENERAL MLS INC 0.0%
Value ($000) $7 Shares 93 Est. Cost $49.89 Unrealized +23.9%
COF CAPITAL ONE FINL CORP 0.0%
Value ($000) $7 Shares 67 Est. Cost $76.05 Unrealized +50.5%
CBSH COMMERCE BANCSHARES INC 0.0%
Value ($000) $7 Shares 106 Est. Cost $42.66 Unrealized +29.3%
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $7 Shares 69 Est. Cost $75.08 Unrealized +19.1%
BUD ANHEUSER BUSCH INBEV SA/NV 0.0%
Value ($000) $7 Shares 128 Est. Cost $47.85 Unrealized
VIGI VANGUARD WHITEHALL FDS 0.0%
Value ($000) $7 Shares 100 Est. Cost $79.63 Unrealized
ARKK ARK ETF TR 0.0%
Value ($000) $7 Shares 171 Est. Cost $64.31 Unrealized
TE CONNECTIVITY LTD 0.0%
Value ($000) $7 Shares 60 Est. Cost $77.78 Unrealized
DBO INVESCO DB MULTI-SECTOR COMM 0.0%
Value ($000) $7 Shares 372 Est. Cost $8.06 Unrealized
NTR NUTRIEN LTD 0.0%
Value ($000) $7 Shares 85 Est. Cost $86.43 Unrealized 0.0%
FTEC FIDELITY COVINGTON TRUST 0.0%
Value ($000) $7 Shares 70 Est. Cost $122.79 Unrealized
DBE INVESCO DB MULTI-SECTOR COMM 0.0%
Value ($000) $7 Shares 257 Est. Cost $7.78 Unrealized
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $7 Shares 170 Est. Cost $36.25 Unrealized +5.8%
HLIO HELIOS TECHNOLOGIES INC 0.0%
Value ($000) $7 Shares 100 Est. Cost $79.71 Unrealized -13.0%
ICE INTERCONTINENTAL EXCHANGE IN 0.0%
Value ($000) $7 Shares 70 Est. Cost $92.77 Unrealized +9.7%
PSX PHILLIPS 66 0.0%
Value ($000) $7 Shares 80 Est. Cost $53.97 Unrealized +50.0%
NEAR ISHARES U S ETF TR 0.0%
Value ($000) $7 Shares 133 Est. Cost $50.28 Unrealized
MAC MACERICH CO 0.0%
Value ($000) $7 Shares 750 Est. Cost $16.36 Unrealized
NEW IRELAND FD INC 0.0%
Value ($000) $6 Shares 815 Est. Cost $7.89 Unrealized
IYR ISHARES TR 0.0%
Value ($000) $6 Shares 70 Est. Cost $97.09 Unrealized
DVA DAVITA INC 0.0%
Value ($000) $6 Shares 80 Est. Cost $78.08 Unrealized +29.6%
NUE NUCOR CORP 0.0%
Value ($000) $6 Shares 61 Est. Cost $44.21 Unrealized +189.2%
AVUV AMERICAN CENTY ETF TR 0.0%
Value ($000) $6 Shares 92 Est. Cost $76.09 Unrealized
SONY SONY GROUP CORPORATION 0.0%
Value ($000) $6 Shares 75 Est. Cost $103.11 Unrealized
FDLO FIDELITY COVINGTON TRUST 0.0%
Value ($000) $6 Shares 135 Est. Cost $51.85 Unrealized
MANNING & NAPIER INC 0.0%
Value ($000) $6 Shares 464 Est. Cost $8.62 Unrealized
SUN SUNOCO LP/SUNOCO FIN CORP 0.0%
Value ($000) $6 Shares 154 Est. Cost $25.97 Unrealized
NKE NIKE INC 0.0%
Value ($000) $6 Shares 56 Est. Cost $104.05 Unrealized +7.0%
VANECK ETF TRUST 0.0%
Value ($000) $6 Shares 310 Est. Cost $48.39 Unrealized
RELX RELX PLC 0.0%
Value ($000) $6 Shares 210 Est. Cost $23.81 Unrealized
MDU MDU RES GROUP INC 0.0%
Value ($000) $6 Shares 208 Est. Cost $7.50 Unrealized +22.1%
SLV ISHARES SILVER TR 0.0%
Value ($000) $6 Shares 300 Est. Cost $23.33 Unrealized
DVN DEVON ENERGY CORP NEW 0.0%
Value ($000) $6 Shares 100 Est. Cost $54.61 Unrealized 0.0%
XLI SELECT SECTOR SPDR TR 0.0%
Value ($000) $6 Shares 63 Est. Cost $93.01 Unrealized
NSP INSPERITY INC 0.0%
Value ($000) $5 Shares 55 Est. Cost $58.14 Unrealized +53.7%
DFAE DIMENSIONAL ETF TRUST 0.0%
Value ($000) $5 Shares 237 Est. Cost $27.94 Unrealized
DLTR DOLLAR TREE INC 0.0%
Value ($000) $5 Shares 35 Est. Cost $94.80 Unrealized +67.1%
FTV FORTIVE CORP 0.0%
Value ($000) $5 Shares 100 Est. Cost $43.54 Unrealized 0.0%
ASHR DBX ETF TR 0.0%
Value ($000) $5 Shares 157 Est. Cost $38.22 Unrealized
GIB CGI INC 0.0%
Value ($000) $5 Shares 67 Est. Cost $61.97 Unrealized +29.5%
IYJ ISHARES TR 0.0%
Value ($000) $5 Shares 60 Est. Cost $122.31 Unrealized
VTRS VIATRIS INC 0.0%
Value ($000) $5 Shares 501 Est. Cost $13.33 Unrealized -30.3%
HPE HEWLETT PACKARD ENTERPRISE C 0.0%
Value ($000) $5 Shares 395 Est. Cost $10.23 Unrealized +33.2%
HWM HOWMET AEROSPACE INC 0.0%
Value ($000) $5 Shares 166 Est. Cost $33.86 Unrealized 0.0%
BRO BROWN & BROWN INC 0.0%
Value ($000) $5 Shares 88 Est. Cost $37.12 Unrealized +61.4%
SYNOVUS FINL CORP 0.0%
Value ($000) $5 Shares 142 Est. Cost $21.13 Unrealized
ADI ANALOG DEVICES INC 0.0%
Value ($000) $5 Shares 35 Est. Cost $113.97 Unrealized +29.5%
TWLO TWILIO INC 0.0%
Value ($000) $5 Shares 61 Est. Cost $206.74 Unrealized -45.9%
EA ELECTRONIC ARTS INC 0.0%
Value ($000) $5 Shares 42 Est. Cost $131.49 Unrealized -5.0%
IMCV ISHARES TR 0.0%
Value ($000) $5 Shares 86 Est. Cost $69.77 Unrealized
ACTIVISION BLIZZARD INC 0.0%
Value ($000) $5 Shares 65 Est. Cost $81.10 Unrealized
BMO BANK MONTREAL QUE 0.0%
Value ($000) $5 Shares 52 Est. Cost $83.95 Unrealized +8.3%
BMRN BIOMARIN PHARMACEUTICAL INC 0.0%
Value ($000) $5 Shares 60 Est. Cost $100.13 Unrealized -20.5%
RWR SPDR SER TR 0.0%
Value ($000) $5 Shares 52 Est. Cost $104.67 Unrealized
UNITED STATES STL CORP NEW 0.0%
Value ($000) $5 Shares 272 Est. Cost $7.35 Unrealized
SBAC SBA COMMUNICATIONS CORP NEW 0.0%
Value ($000) $5 Shares 15 Est. Cost $282.59 Unrealized +12.4%
TM TOYOTA MOTOR CORP 0.0%
Value ($000) $5 Shares 31 Est. Cost $175.63 Unrealized
CDW CDW CORP 0.0%
Value ($000) $5 Shares 30 Est. Cost $140.79 Unrealized +14.0%
ORCL ORACLE CORP 0.0%
Value ($000) $5 Shares 67 Est. Cost $57.13 Unrealized +22.3%
YAMANA GOLD INC 0.0%
Value ($000) $5 Shares 1,000 Est. Cost $4.40 Unrealized
RITM NEW RESIDENTIAL INVT CORP 0.0%
Value ($000) $5 Shares 497 Est. Cost $8.05 Unrealized
LYFT LYFT INC 0.0%
Value ($000) $5 Shares 343 Est. Cost $39.04 Unrealized -40.3%
SOUTH JERSEY INDS INC 0.0%
Value ($000) $5 Shares 132 Est. Cost $22.73 Unrealized
ADBE ADOBE SYSTEMS INCORPORATED 0.0%
Value ($000) $4 Shares 12 Est. Cost $438.71 Unrealized -7.2%
AVGO BROADCOM INC 0.0%
Value ($000) $4 Shares 9 Est. Cost $27.63 Unrealized +89.6%
CPRT COPART INC 0.0%
Value ($000) $4 Shares 40 Est. Cost $24.43 Unrealized +16.5%
ELV ELEVANCE HEALTH INC 0.0%
Value ($000) $4 Shares 9 Est. Cost $247.08 Unrealized +90.0%
IVOO VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $4 Shares 28 Est. Cost $142.86 Unrealized
VMC VULCAN MATLS CO 0.0%
Value ($000) $4 Shares 30 Est. Cost $122.30 Unrealized +31.1%
CSGP COSTAR GROUP INC 0.0%
Value ($000) $4 Shares 70 Est. Cost $84.27 Unrealized -28.1%
KEYS KEYSIGHT TECHNOLOGIES INC 0.0%
Value ($000) $4 Shares 30 Est. Cost $122.75 Unrealized +15.9%
SAP SAP SE 0.0%
Value ($000) $4 Shares 45 Est. Cost $133.87 Unrealized
SHAK SHAKE SHACK INC 0.0%
Value ($000) $4 Shares 100 Est. Cost $50.57 Unrealized +0.9%
OGN ORGANON & CO 0.0%
Value ($000) $4 Shares 116 Est. Cost $26.93 Unrealized +9.6%
LUCID GROUP INC 0.0%
Value ($000) $4 Shares 228 Est. Cost $23.29 Unrealized
NFG NATIONAL FUEL GAS CO 0.0%
Value ($000) $4 Shares 59 Est. Cost $40.82 Unrealized +71.8%
TOST TOAST INC 0.0%
Value ($000) $4 Shares 300 Est. Cost $22.59 Unrealized -26.6%
ACH OWENS & MINOR INC NEW 0.0%
Value ($000) $4 Shares 122 Est. Cost $7.55 Unrealized +379.8%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $4 Shares 100 Est. Cost $26.88 Unrealized +24.8%
SGMO SANGAMO THERAPEUTICS INC 0.0%
Value ($000) $4 Shares 905 Est. Cost $9.43 Unrealized -54.1%
FMC FMC CORP 0.0%
Value ($000) $4 Shares 35 Est. Cost $90.95 Unrealized +17.5%
VNQI VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $4 Shares 84 Est. Cost $54.45 Unrealized
FOCUS FINL PARTNERS INC 0.0%
Value ($000) $4 Shares 109 Est. Cost $46.02 Unrealized
WAB WABTEC 0.0%
Value ($000) $4 Shares 45 Est. Cost $59.35 Unrealized +47.1%
RCL ROYAL CARIBBEAN GROUP 0.0%
Value ($000) $4 Shares 105 Est. Cost $50.14 Unrealized +21.9%
IDXX IDEXX LABS INC 0.0%
Value ($000) $4 Shares 10 Est. Cost $315.33 Unrealized +29.3%
XRX XEROX HOLDINGS CORP 0.0%
Value ($000) $3 Shares 231 Est. Cost $23.91 Unrealized -25.9%
U S SILICA HLDGS INC 0.0%
Value ($000) $3 Shares 300 Est. Cost $3.33 Unrealized
AMLP ALPS ETF TR 0.0%
Value ($000) $3 Shares 98 Est. Cost $25.48 Unrealized
SPGI S&P GLOBAL INC 0.0%
Value ($000) $3 Shares 10 Est. Cost $336.22 Unrealized +2.8%
EQIX EQUINIX INC 0.0%
Value ($000) $3 Shares 5 Est. Cost $681.76 Unrealized -5.7%
SHEL SHELL PLC 0.0%
Value ($000) $3 Shares 62 Est. Cost $55.73 Unrealized
CDK GLOBAL INC 0.0%
Value ($000) $3 Shares 59 Est. Cost $33.90 Unrealized
VNT VONTIER CORPORATION 0.0%
Value ($000) $3 Shares 140 Est. Cost $25.64 Unrealized 0.0%
VPU VANGUARD WORLD FDS 0.0%
Value ($000) $3 Shares 21 Est. Cost $124.54 Unrealized
ARKF ARK ETF TR 0.0%
Value ($000) $3 Shares 195 Est. Cost $51.28 Unrealized
USHY ISHARES TR 0.0%
Value ($000) $3 Shares 87 Est. Cost $43.59 Unrealized
MLM MARTIN MARIETTA MATLS INC 0.0%
Value ($000) $3 Shares 10 Est. Cost $215.57 Unrealized +54.7%
ALKS ALKERMES PLC 0.0%
Value ($000) $3 Shares 100 Est. Cost $21.96 Unrealized +30.8%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $3 Shares 10 Est. Cost $254.40 Unrealized +11.5%
GOVT ISHARES TR 0.0%
Value ($000) $3 Shares 122 Est. Cost $28.29 Unrealized
IR INGERSOLL RAND INC 0.0%
Value ($000) $3 Shares 69 Est. Cost $33.33 Unrealized +36.0%
SYY SYSCO CORP 0.0%
Value ($000) $3 Shares 34 Est. Cost $49.64 Unrealized +52.6%
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $3 Shares 6 Est. Cost $298.50 Unrealized +45.0%
VTIP VANGUARD MALVERN FDS 0.0%
Value ($000) $3 Shares 57 Est. Cost $50.12 Unrealized
BARRICK GOLD CORP 0.0%
Value ($000) $3 Shares 159 Est. Cost $19.79 Unrealized
UAL UNITED AIRLS HLDGS INC 0.0%
Value ($000) $3 Shares 78 Est. Cost $50.52 Unrealized -13.1%
BITO PROSHARES TR 0.0%
Value ($000) $3 Shares 235 Est. Cost $29.41 Unrealized
MCO MOODYS CORP 0.0%
Value ($000) $3 Shares 10 Est. Cost $277.51 Unrealized +4.5%
PRTA PROTHENA CORP PLC 0.0%
Value ($000) $3 Shares 100 Est. Cost $31.20 Unrealized -6.2%
AAL AMERICAN AIRLS GROUP INC 0.0%
Value ($000) $3 Shares 214 Est. Cost $16.02 Unrealized +4.0%
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $3 Shares 12 Est. Cost $232.48 Unrealized +6.7%
SWBI SMITH & WESSON BRANDS INC 0.0%
Value ($000) $3 Shares 200 Est. Cost $20.93 Unrealized -30.8%
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $3 Shares 47 Est. Cost $47.70 Unrealized +39.4%
VAW VANGUARD WORLD FDS 0.0%
Value ($000) $3 Shares 16 Est. Cost $196.19 Unrealized
ILMN ILLUMINA INC 0.0%
Value ($000) $2 Shares 13 Est. Cost $407.75 Unrealized -37.4%
APPN APPIAN CORP 0.0%
Value ($000) $2 Shares 50 Est. Cost $72.09 Unrealized -30.3%
SPOT SPOTIFY TECHNOLOGY S A 0.0%
Value ($000) $2 Shares 25 Est. Cost $171.44 Unrealized -34.2%
AXON AXON ENTERPRISE INC 0.0%
Value ($000) $2 Shares 25 Est. Cost $98.52 Unrealized +7.3%
CAT CATERPILLAR INC 0.0%
Value ($000) $2 Shares 13 Est. Cost $106.19 Unrealized +85.8%
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $2 Shares 62 Est. Cost $36.01 Unrealized +13.0%
KNSL KINSALE CAP GROUP INC 0.0%
Value ($000) $2 Shares 10 Est. Cost $131.80 Unrealized +66.8%
RYAAY RYANAIR HOLDINGS PLC 0.0%
Value ($000) $2 Shares 34 Est. Cost $82.39 Unrealized
PENN PENN NATL GAMING INC 0.0%
Value ($000) $2 Shares 75 Est. Cost $86.12 Unrealized -60.8%
AA ALCOA CORP 0.0%
Value ($000) $2 Shares 50 Est. Cost $62.21 Unrealized 0.0%
XMLV INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $2 Shares 44 Est. Cost $41.25 Unrealized
RKT ROCKET COS INC 0.0%
Value ($000) $2 Shares 300 Est. Cost $11.10 Unrealized -26.4%
IONS IONIS PHARMACEUTICALS INC 0.0%
Value ($000) $2 Shares 58 Est. Cost $55.63 Unrealized -32.2%
BP BP PLC 0.0%
Value ($000) $2 Shares 75 Est. Cost $26.67 Unrealized
MAR MARRIOTT INTL INC NEW 0.0%
Value ($000) $2 Shares 15 Est. Cost $83.76 Unrealized +90.4%
INVESCO SR INCOME TR 0.0%
Value ($000) $2 Shares 517 Est. Cost $3.87 Unrealized
UNITED STS NAT GAS FD LP 0.0%
Value ($000) $2 Shares 100 Est. Cost $19.01 Unrealized
MGM MGM RESORTS INTERNATIONAL 0.0%
Value ($000) $2 Shares 65 Est. Cost $16.13 Unrealized +122.4%
TOTALENERGIES SE 0.0%
Value ($000) $2 Shares 35 Est. Cost $36.59 Unrealized
C CITIGROUP INC 0.0%
Value ($000) $2 Shares 40 Est. Cost $43.27 Unrealized +1.1%
SCHJ SCHWAB STRATEGIC TR 0.0%
Value ($000) $2 Shares 38 Est. Cost $48.24 Unrealized
DISCOVER FINL SVCS 0.0%
Value ($000) $2 Shares 19 Est. Cost $52.63 Unrealized
FLYW FLYWIRE CORPORATION 0.0%
Value ($000) $2 Shares 100 Est. Cost $33.54 Unrealized -30.7%
USB US BANCORP DEL 0.0%
Value ($000) $2 Shares 37 Est. Cost $27.85 Unrealized +50.5%
IJS ISHARES TR 0.0%
Value ($000) $2 Shares 19 Est. Cost $101.08 Unrealized
HLT HILTON WORLDWIDE HLDGS INC 0.0%
Value ($000) $2 Shares 15 Est. Cost $83.15 Unrealized +64.4%
IBB ISHARES TR 0.0%
Value ($000) $2 Shares 14 Est. Cost $117.64 Unrealized
VIS VANGUARD WORLD FDS 0.0%
Value ($000) $2 Shares 10 Est. Cost $200.00 Unrealized
TFC TRUIST FINL CORP 0.0%
Value ($000) $2 Shares 34 Est. Cost $34.67 Unrealized +17.6%
IXN ISHARES TR 0.0%
Value ($000) $2 Shares 35 Est. Cost $74.07 Unrealized
EMBC EMBECTA CORP 0.0%
Value ($000) $2 Shares 63 Est. Cost $36.36 Unrealized -30.1%
MD MEDNAX INC 0.0%
Value ($000) $2 Shares 75 Est. Cost $14.83 Unrealized +37.7%
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $2 Shares 26 Est. Cost $25.35 Unrealized +129.3%
MGC VANGUARD WORLD FD 0.0%
Value ($000) $1 Shares 11 Est. Cost $109.27 Unrealized
MRNA MODERNA INC 0.0%
Value ($000) $1 Shares 10 Est. Cost $315.90 Unrealized -54.8%
DAN DANA INC 0.0%
Value ($000) $1 Shares 101 Est. Cost $20.72 Unrealized -32.4%
SHY ISHARES TR 0.0%
Value ($000) $1 Shares 17 Est. Cost $85.08 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.0%
Value ($000) $1 Shares 20 Est. Cost $49.31 Unrealized +46.1%
SE SEA LTD 0.0%
Value ($000) $1 Shares 20 Est. Cost $200.00 Unrealized
WDC WESTERN DIGITAL CORP. 0.0%
Value ($000) $1 Shares 29 Est. Cost $40.01 Unrealized 0.0%
ESGU ISHARES TR 0.0%
Value ($000) $1 Shares 15 Est. Cost $66.67 Unrealized
ESG FLEXSHARES TR 0.0%
Value ($000) $1 Shares 14 Est. Cost $71.43 Unrealized
FSLR FIRST SOLAR INC 0.0%
Value ($000) $1 Shares 18 Est. Cost $86.71 Unrealized -17.9%
GM GENERAL MTRS CO 0.0%
Value ($000) $1 Shares 34 Est. Cost $49.90 Unrealized -27.5%
BROOKFIELD RENEWABLE CORP 0.0%
Value ($000) $1 Shares 30 Est. Cost $50.00 Unrealized
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $1 Shares 36 Est. Cost $37.24 Unrealized -0.4%
BIIB BIOGEN INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $300.59 Unrealized -32.0%
DXC DXC TECHNOLOGY CO 0.0%
Value ($000) $1 Shares 33 Est. Cost $23.00 Unrealized +34.9%
BCE BCE INC 0.0%
Value ($000) $1 Shares 20 Est. Cost $28.66 Unrealized +43.0%
AFG AMERICAN FINL GROUP INC OHIO 0.0%
Value ($000) $1 Shares 7 Est. Cost $100.36 Unrealized +7.5%
REZI RESIDEO TECHNOLOGIES INC 0.0%
Value ($000) $1 Shares 49 Est. Cost $22.32 Unrealized +1.1%
VOD VODAFONE GROUP PLC NEW 0.0%
Value ($000) $1 Shares 61 Est. Cost $16.39 Unrealized
EXAS EXACT SCIENCES CORP 0.0%
Value ($000) $1 Shares 24 Est. Cost $79.90 Unrealized -33.1%
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value ($000) $1 Shares 9 Est. Cost $130.28 Unrealized -11.8%
VISTA OUTDOOR INC 0.0%
Value ($000) $1 Shares 33 Est. Cost $27.91 Unrealized
PTON PELOTON INTERACTIVE INC 0.0%
Value ($000) $1 Shares 100 Est. Cost $16.04 Unrealized 0.0%
YOLO ADVISORSHARES TR 0.0%
Value ($000) $1 Shares 172 Est. Cost $10.22 Unrealized
MARATHON OIL CORP 0.0%
Value ($000) $1 Shares 40 Est. Cost Unrealized
ALTG ALTA EQUIPMENT GROUP INC 0.0%
Value ($000) $1 Shares 100 Est. Cost $5.75 Unrealized +77.4%
DELL DELL TECHNOLOGIES INC 0.0%
Value ($000) $1 Shares 19 Est. Cost $49.62 Unrealized -12.2%
KD KYNDRYL HLDGS INC 0.0%
Value ($000) $1 Shares 86 Est. Cost $21.59 Unrealized -46.1%
ANNALY CAPITAL MANAGEMENT IN 0.0%
Value ($000) $1 Shares 142 Est. Cost $6.51 Unrealized
MTUM ISHARES TR 0.0%
Value ($000) $1 Shares 6 Est. Cost $194.44 Unrealized
CNDT CONDUENT INC 0.0%
Value ($000) $1 Shares 185 Est. Cost $5.70 Unrealized -11.9%
OGE OGE ENERGY CORP 0.0%
Value ($000) $1 Shares 20 Est. Cost $31.52 Unrealized +26.1%
AGX ARGAN INC 0.0%
Value ($000) $1 Shares 20 Est. Cost $43.70 Unrealized -18.3%
CONFORMIS INC 0.0%
Value ($000) $1 Shares 2,093 Est. Cost $0.96 Unrealized
KTB KONTOOR BRANDS INC 0.0%
Value ($000) $1 Shares 22 Est. Cost $17.82 Unrealized +118.0%
XRAY DENTSPLY SIRONA INC 0.0%
Value ($000) $1 Shares 20 Est. Cost $58.00 Unrealized -30.3%
TRST TRUSTCO BK CORP N Y 0.0%
Value ($000) $1 Shares 22 Est. Cost $30.13 Unrealized -12.1%
SFL SFL CORPORATION LTD 0.0%
Value ($000) $1 Shares 71 Est. Cost $10.00 Unrealized +4.1%
SPHQ INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $1 Shares 16 Est. Cost $62.50 Unrealized
PINS PINTEREST INC 0.0%
Value ($000) $1 Shares 37 Est. Cost $51.15 Unrealized -59.1%
AMER SOFTWARE INC 0.0%
Value ($000) $1 Shares 40 Est. Cost $25.00 Unrealized
WOR WORTHINGTON INDS INC 0.0%
Value ($000) $1 Shares 14 Est. Cost $17.84 Unrealized +62.4%
DOCU DOCUSIGN INC 0.0%
Value ($000) $1 Shares 10 Est. Cost $196.45 Unrealized -58.8%
AOUT AMERICAN OUTDOOR BRANDS INC 0.0%
Value ($000) $0 Shares 50 Est. Cost $29.49 Unrealized -59.9%
OIH VANECK ETF TRUST 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
ONLN PROSHARES TR 0.0%
Value ($000) $0 Shares 14 Est. Cost $32.50 Unrealized
FUBO FUBOTV INC 0.0%
Value ($000) $0 Shares 175 Est. Cost $23.42 Unrealized -83.4%
USLM UNITED STS LIME & MINERALS I 0.0%
Value ($000) $0 Shares 4 Est. Cost $27.01 Unrealized -16.2%
MDY SPDR S&P MIDCAP 400 ETF TR 0.0%
Value ($000) $0 Shares 1 Est. Cost $495.68 Unrealized
AVNS AVANOS MED INC 0.0%
Value ($000) $0 Shares 15 Est. Cost $35.72 Unrealized -19.6%
FUTY FIDELITY COVINGTON TRUST 0.0%
Value ($000) $0 Shares 9 Est. Cost $45.22 Unrealized
PCY INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $0 Shares 20 Est. Cost $50.00 Unrealized
LMND LEMONADE INC 0.0%
Value ($000) $0 Shares 20 Est. Cost $104.89 Unrealized -79.9%
BTI BRITISH AMERN TOB PLC 0.0%
Value ($000) $0 Shares 8 Est. Cost Unrealized
IIPR INNOVATIVE INDL PPTYS INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $179.61 Unrealized
JBLU JETBLUE AWYS CORP 0.0%
Value ($000) $0 Shares 38 Est. Cost $14.40 Unrealized -25.8%
PROVIDENT BANCORP INC 0.0%
Value ($000) $0 Shares 20 Est. Cost Unrealized
PRPL PURPLE INNOVATION INC 0.0%
Value ($000) $0 Shares 100 Est. Cost $7.87 Unrealized -41.0%
ETSY ETSY INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $134.32 Unrealized -32.0%
DJT DIGITAL WORLD ACQUISITION CO 0.0%
Value ($000) $0 Shares 12 Est. Cost $45.24 Unrealized -7.7%
APTIV PLC 0.0%
Value ($000) $0 Shares 3 Est. Cost Unrealized
NCLH NORWEGIAN CRUISE LINE HLDG L 0.0%
Value ($000) $0 Shares 22 Est. Cost $14.65 Unrealized +14.4%
BCS BARCLAYS PLC 0.0%
Value ($000) $0 Shares 32 Est. Cost Unrealized
RITE AID CORP 0.0%
Value ($000) $0 Shares 34 Est. Cost $13.28 Unrealized
TIP ISHARES TR 0.0%
Value ($000) $0 Shares 2 Est. Cost $123.79 Unrealized
OXY/WS OCCIDENTAL PETE CORP 0.0%
Value ($000) $0 Shares 6 Est. Cost Unrealized
SUNDIAL GROWERS INC 0.0%
Value ($000) $0 Shares 675 Est. Cost $0.70 Unrealized
IAU ISHARES GOLD TR 0.0%
Value ($000) $0 Shares 6 Est. Cost $31.58 Unrealized
PLAB PHOTRONICS INC 0.0%
Value ($000) $0 Shares 10 Est. Cost $18.00 Unrealized -2.7%
GTX GARRETT MOTION INC 0.0%
Value ($000) $0 Shares 25 Est. Cost $7.24 Unrealized -6.5%
PRSU VIAD CORP 0.0%
Value ($000) $0 Shares 7 Est. Cost $20.23 Unrealized +53.5%
CCL CARNIVAL CORP 0.0%
Value ($000) $0 Shares 18 Est. Cost $15.75 Unrealized -6.8%
COIN COINBASE GLOBAL INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $254.67 Unrealized -62.6%
DKNG DRAFTKINGS INC NEW 0.0%
Value ($000) $0 Shares 11 Est. Cost $14.08 Unrealized 0.0%
ONL ORION OFFICE REIT INC 0.0%
Value ($000) $0 Shares 9 Est. Cost $20.41 Unrealized
MOS MOSAIC CO NEW 0.0%
Value ($000) $0 Shares 2 Est. Cost $34.71 Unrealized +60.7%
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $0 Shares 1 Est. Cost $52.97 Unrealized +48.1%
BHF BRIGHTHOUSE FINL INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $27.57 Unrealized +75.1%
VOLTA INC 0.0%
Value ($000) $0 Shares 30 Est. Cost $3.23 Unrealized
MONEYGRAM INTL INC 0.0%
Value ($000) $0 Shares 3 Est. Cost Unrealized
RIVN RIVIAN AUTOMOTIVE INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $106.16 Unrealized -70.6%
APOLLO SR FLOATING RATE FD I 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
NUVEEN PFD & INCM SECURTIES 0.0%
Value ($000) $0 Shares 3 Est. Cost $9.59 Unrealized
MICRO FOCUS INTL PLC 0.0%
Value ($000) $0 Shares 6 Est. Cost Unrealized
LEVI LEVI STRAUSS & CO NEW 0.0%
Value ($000) $0 Shares 1 Est. Cost $19.20 Unrealized -15.9%
INVACARE CORP 0.0%
Value ($000) $0 Shares 7 Est. Cost Unrealized
CX CEMEX SAB DE CV 0.0%
Value ($000) $0 Shares 1 Est. Cost $6.00 Unrealized