Community Bank, N.A. Diversified Active

CIK: 0001632187 · Show all filings

Period: Q2 2024 (← Previous) (Next →)

Filing Date: Aug 14, 2024

Total Value ($000): $759,770 (100.0% shares, 0.0% debt)

Holdings (406)

AAPL APPLE INC 11.0%
Value ($000) $83,452 Shares 396,221 Est. Cost $86.95 Unrealized +112.9%
IVV ISHARES CORE S&P 500 ETF 7.3%
Value ($000) $55,718 Shares 101,820 Est. Cost $258.79 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 4.0%
Value ($000) $30,312 Shares 417,344 Est. Cost $61.16 Unrealized
MSFT MICROSOFT CORP 3.7%
Value ($000) $28,344 Shares 63,417 Est. Cost $75.82 Unrealized +450.3%
IBM INTL BUSINESS MACHINES CORP 2.4%
Value ($000) $18,150 Shares 104,945 Est. Cost $100.05 Unrealized +65.8%
VTI VANGUARD TOTAL STOCK MARKET ETF 2.3%
Value ($000) $17,223 Shares 64,381 Est. Cost $104.59 Unrealized
JPM JPMORGAN CHASE & CO 2.1%
Value ($000) $15,798 Shares 78,108 Est. Cost $66.89 Unrealized +182.8%
MRK MERCK & COMPANY INC 1.8%
Value ($000) $13,799 Shares 111,465 Est. Cost $46.61 Unrealized +161.2%
IJR ISHARES CORE S&P SMALLCAP ETF 1.6%
Value ($000) $12,436 Shares 116,597 Est. Cost $92.08 Unrealized
IJH ISHARES CORE S&P MIDCAP ETF 1.4%
Value ($000) $10,462 Shares 178,773 Est. Cost $98.42 Unrealized
PEP PEPSICO INC 1.3%
Value ($000) $10,129 Shares 61,416 Est. Cost $80.59 Unrealized +101.4%
SPY SPDR S&P 500 ETF 1.2%
Value ($000) $9,353 Shares 17,187 Est. Cost $216.71 Unrealized
BMY BRISTOL MYERS SQUIBB COMPANY 1.2%
Value ($000) $9,060 Shares 218,217 Est. Cost $44.77 Unrealized -8.4%
PG PROCTER & GAMBLE CO 1.2%
Value ($000) $8,968 Shares 54,379 Est. Cost $71.44 Unrealized +120.1%
ABBV ABBVIE INC 1.2%
Value ($000) $8,916 Shares 51,985 Est. Cost $45.10 Unrealized +248.4%
AVGO BROADCOM INC 1.2%
Value ($000) $8,803 Shares 5,483 Est. Cost $53.60 Unrealized +156.8%
JEPI JPMORGAN EQUITY PREMIUM INC 1.2%
Value ($000) $8,771 Shares 154,751 Est. Cost $56.35 Unrealized
VZ VERIZON COMMUNICATIONS 1.1%
Value ($000) $8,557 Shares 207,534 Est. Cost $32.61 Unrealized +11.8%
IWF ISHARES RUSSELL 1000 GROWTH ETF 1.1%
Value ($000) $8,372 Shares 22,968 Est. Cost $105.45 Unrealized
CSCO CISCO SYSTEMS INC 1.1%
Value ($000) $8,209 Shares 172,820 Est. Cost $22.52 Unrealized +101.1%
WMT WAL MART STORES INC 1.0%
Value ($000) $7,923 Shares 117,028 Est. Cost $46.06 Unrealized +34.5%
VCLT VANGUARD LONG TERM CORP BONDINDEX FUND ETF 1.0%
Value ($000) $7,687 Shares 101,326 Est. Cost $78.22 Unrealized
GOOGL ALPHABET INC CLASS A 1.0%
Value ($000) $7,676 Shares 42,144 Est. Cost $108.73 Unrealized +53.9%
NVDA NVIDIA CORPORATION 1.0%
Value ($000) $7,464 Shares 60,420 Est. Cost $92.86 Unrealized +8.8%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 1.0%
Value ($000) $7,345 Shares 137,234 Est. Cost $54.59 Unrealized
KO COCA COLA COMPANY 0.9%
Value ($000) $6,560 Shares 103,057 Est. Cost $33.09 Unrealized +77.9%
AMZN AMAZON.COM INC 0.9%
Value ($000) $6,542 Shares 33,852 Est. Cost $124.61 Unrealized +47.4%
XOM EXXON MOBIL CORP 0.9%
Value ($000) $6,475 Shares 56,242 Est. Cost $63.41 Unrealized +73.6%
MDY SPDR S&P MIDCAP 400 ETF 0.8%
Value ($000) $6,398 Shares 11,957 Est. Cost $264.61 Unrealized
JNJ JOHNSON & JOHNSON 0.8%
Value ($000) $6,295 Shares 43,070 Est. Cost $84.50 Unrealized +67.4%
QCOM QUALCOMM INC 0.8%
Value ($000) $6,104 Shares 30,647 Est. Cost $94.90 Unrealized +92.2%
EMR EMERSON ELECTRIC CO 0.8%
Value ($000) $6,068 Shares 55,088 Est. Cost $54.06 Unrealized +98.8%
TXN TEXAS INSTRUMENTS INC 0.8%
Value ($000) $5,843 Shares 30,035 Est. Cost $66.26 Unrealized +165.8%
CAT CATERPILLAR INC 0.7%
Value ($000) $5,624 Shares 16,885 Est. Cost $111.24 Unrealized +204.5%
CBU COMMUNITY FINANCIAL SYS INC 0.7%
Value ($000) $5,574 Shares 118,070 Est. Cost $48.63 Unrealized -12.0%
NUE NUCOR CORP 0.7%
Value ($000) $5,529 Shares 34,977 Est. Cost $39.54 Unrealized +327.3%
CVX CHEVRON CORP 0.7%
Value ($000) $5,403 Shares 34,539 Est. Cost $73.18 Unrealized +102.8%
IWD ISHARES RUSSELL 1000 VALUE 0.7%
Value ($000) $5,214 Shares 29,884 Est. Cost $119.47 Unrealized
PEG PUBLIC SVC ENTERPRISE GROUP 0.7%
Value ($000) $5,188 Shares 70,399 Est. Cost $30.88 Unrealized +118.4%
BSCX INVESCO BULLETSHARES 2033 CORP BOND ETF 0.7%
Value ($000) $4,940 Shares 239,670 Est. Cost $20.84 Unrealized
AMGN AMGEN INC 0.6%
Value ($000) $4,874 Shares 15,600 Est. Cost $164.18 Unrealized +70.1%
UPS UNITED PARCEL SERVICE CL B 0.6%
Value ($000) $4,783 Shares 34,954 Est. Cost $94.52 Unrealized +37.5%
ITW ILLINOIS TOOL WORKS INC 0.6%
Value ($000) $4,731 Shares 19,967 Est. Cost $75.08 Unrealized +215.4%
LOW LOWES COMPANIES INC 0.6%
Value ($000) $4,584 Shares 20,795 Est. Cost $76.56 Unrealized +189.1%
IWS ISHARES RUSSELL MIDCAP VALUE 0.6%
Value ($000) $4,504 Shares 37,303 Est. Cost $74.78 Unrealized
UNH UNITEDHEALTH GROUP INC 0.6%
Value ($000) $4,291 Shares 8,427 Est. Cost $148.61 Unrealized +218.4%
ABT ABBOTT LABORATORIES 0.6%
Value ($000) $4,226 Shares 40,667 Est. Cost $47.93 Unrealized +114.8%
OMC OMNICOM GROUP INC 0.5%
Value ($000) $3,997 Shares 44,562 Est. Cost $56.04 Unrealized +56.4%
NEE NEXTERA ENERGY INC 0.5%
Value ($000) $3,881 Shares 54,803 Est. Cost $56.41 Unrealized +19.8%
RTX RTX CORP 0.5%
Value ($000) $3,835 Shares 38,200 Est. Cost $60.55 Unrealized +65.4%
CB CHUBB LTD 0.5%
Value ($000) $3,682 Shares 14,434 Est. Cost $131.58 Unrealized +92.1%
MCD MCDONALDS CORP 0.5%
Value ($000) $3,673 Shares 14,415 Est. Cost $113.91 Unrealized +123.9%
TFC TRUIST FINANCIAL CORP 0.5%
Value ($000) $3,541 Shares 91,170 Est. Cost $38.16 Unrealized -8.4%
GLW CORNING INC 0.5%
Value ($000) $3,513 Shares 90,461 Est. Cost $27.68 Unrealized +21.7%
V VISA INC CLASS A 0.5%
Value ($000) $3,488 Shares 13,290 Est. Cost $155.13 Unrealized +74.6%
HD HOME DEPOT INC 0.5%
Value ($000) $3,476 Shares 10,098 Est. Cost $148.97 Unrealized +119.9%
PFE PFIZER INC 0.5%
Value ($000) $3,476 Shares 124,273 Est. Cost $22.56 Unrealized +9.8%
LLY ELI LILLY AND COMPANY 0.5%
Value ($000) $3,458 Shares 3,819 Est. Cost $179.19 Unrealized +341.4%
AEP AMERICAN ELECTRIC POWER CO 0.5%
Value ($000) $3,424 Shares 39,022 Est. Cost $69.98 Unrealized +18.1%
SCHA SCHWAB US SMALL CAP ETF 0.4%
Value ($000) $3,313 Shares 69,822 Est. Cost $55.01 Unrealized
DD DUPONT DE NEMOURS INC 0.4%
Value ($000) $3,238 Shares 40,233 Est. Cost $26.11 Unrealized +20.9%
CMI CUMMINS INC 0.4%
Value ($000) $3,135 Shares 11,321 Est. Cost $107.29 Unrealized +157.4%
LMT LOCKHEED MARTIN CORP 0.4%
Value ($000) $3,124 Shares 6,688 Est. Cost $312.63 Unrealized +41.2%
JAAA JANUS DETROIT STREET TR HENDERSON AAA CLO 0.4%
Value ($000) $3,089 Shares 60,716 Est. Cost $50.86 Unrealized
T AT&T INC 0.4%
Value ($000) $2,861 Shares 149,710 Est. Cost $13.56 Unrealized +19.2%
ADP AUTOMATIC DATA PROCESSING 0.4%
Value ($000) $2,841 Shares 11,902 Est. Cost $66.37 Unrealized +256.5%
TGT TARGET CORP 0.4%
Value ($000) $2,807 Shares 18,964 Est. Cost $137.54 Unrealized +7.5%
XLE ENERGY SELECT SECTOR SPDR 0.4%
Value ($000) $2,806 Shares 30,787 Est. Cost $41.60 Unrealized
ELV ELEVANCE HEALTH INC 0.4%
Value ($000) $2,734 Shares 5,045 Est. Cost $348.17 Unrealized +47.5%
PFF ISHARES US PREFERRED STOCK 0.4%
Value ($000) $2,666 Shares 84,516 Est. Cost $36.08 Unrealized
CVS CVS HEALTH CORP 0.3%
Value ($000) $2,546 Shares 43,108 Est. Cost $58.59 Unrealized -0.1%
EFA ISHARES MSCI EAFE ETF 0.3%
Value ($000) $2,511 Shares 32,060 Est. Cost $61.36 Unrealized
ACWX ISHARES MSCI ACWI EX US ETF 0.3%
Value ($000) $2,459 Shares 46,291 Est. Cost $48.54 Unrealized
MS MORGAN STANLEY 0.3%
Value ($000) $2,446 Shares 25,170 Est. Cost $67.39 Unrealized +34.7%
DOW DOW INC 0.3%
Value ($000) $2,427 Shares 45,764 Est. Cost $35.28 Unrealized +45.1%
HON HONEYWELL INTL INC 0.3%
Value ($000) $2,411 Shares 11,291 Est. Cost $128.33 Unrealized +43.2%
DIS WALT DISNEY CO 0.3%
Value ($000) $2,346 Shares 23,631 Est. Cost $96.29 Unrealized +9.6%
EMXC ISHARES MSCI EM EX CHINA 0.3%
Value ($000) $2,320 Shares 39,184 Est. Cost $54.36 Unrealized
PSX PHILLIPS 66 0.3%
Value ($000) $2,307 Shares 16,345 Est. Cost $61.39 Unrealized +127.4%
AVUV AVANTIS US SMALLCAP VALUE 0.3%
Value ($000) $2,271 Shares 25,314 Est. Cost $93.49 Unrealized
IXJ ISHARES GLOBAL HEALTHCARE 0.3%
Value ($000) $2,250 Shares 24,233 Est. Cost $84.18 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.3%
Value ($000) $2,195 Shares 3,969 Est. Cost $391.35 Unrealized +45.6%
UNP UNION PACIFIC CORP 0.3%
Value ($000) $2,193 Shares 9,694 Est. Cost $154.36 Unrealized +46.1%
APD AIR PRODUCTS & CHEMICALS INC 0.3%
Value ($000) $2,163 Shares 8,384 Est. Cost $202.33 Unrealized +19.8%
SYK STRYKER CORP 0.3%
Value ($000) $2,163 Shares 6,358 Est. Cost $112.11 Unrealized +197.3%
SBUX STARBUCKS CORP 0.3%
Value ($000) $2,124 Shares 27,290 Est. Cost $76.70 Unrealized +1.8%
CSX CSX CORP 0.3%
Value ($000) $1,993 Shares 59,580 Est. Cost $27.61 Unrealized +19.9%
SHY ISHARES 1-3 YR TREASURY BOND 0.3%
Value ($000) $1,972 Shares 24,149 Est. Cost $82.59 Unrealized
GIS GENERAL MILLS INC 0.3%
Value ($000) $1,964 Shares 31,052 Est. Cost $40.25 Unrealized +60.1%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.3%
Value ($000) $1,913 Shares 43,728 Est. Cost $41.71 Unrealized
USB US BANCORP 0.3%
Value ($000) $1,911 Shares 48,143 Est. Cost $33.22 Unrealized +13.7%
PNC PNC FINL SVCS GROUP INC 0.3%
Value ($000) $1,902 Shares 12,230 Est. Cost $102.44 Unrealized +43.1%
CL COLGATE PALMOLIVE CO 0.2%
Value ($000) $1,708 Shares 17,600 Est. Cost $64.56 Unrealized +37.9%
FLCA FRANKLIN FTSE CANADA 0.2%
Value ($000) $1,671 Shares 49,915 Est. Cost $32.39 Unrealized
LAM RESEARCH CORP 0.2%
Value ($000) $1,671 Shares 1,569 Est. Cost $488.76 Unrealized
GUNR FLEXSHARES GLOBAL UPSTREAM NATURAL RESOURCES 0.2%
Value ($000) $1,613 Shares 40,204 Est. Cost $36.77 Unrealized
NSC NORFOLK SOUTHERN CORP 0.2%
Value ($000) $1,612 Shares 7,510 Est. Cost $123.91 Unrealized +80.9%
KVUE KENVUE INC 0.2%
Value ($000) $1,599 Shares 87,981 Est. Cost $20.12 Unrealized -9.6%
SRE SEMPRA ENERGY 0.2%
Value ($000) $1,596 Shares 20,990 Est. Cost $58.62 Unrealized +19.4%
TRV TRAVELERS COMPANIES INC 0.2%
Value ($000) $1,594 Shares 7,840 Est. Cost $107.84 Unrealized +93.7%
GD GENERAL DYNAMICS CORP 0.2%
Value ($000) $1,574 Shares 5,426 Est. Cost $134.34 Unrealized +111.4%
DMLP DORCHESTER MINERALS LP 0.2%
Value ($000) $1,542 Shares 50,010 Est. Cost $12.78 Unrealized
VGT VANGUARD INFO TECH ETF 0.2%
Value ($000) $1,523 Shares 2,642 Est. Cost $188.16 Unrealized
NKE NIKE INC CLASS B 0.2%
Value ($000) $1,491 Shares 19,785 Est. Cost $58.79 Unrealized +52.6%
ADM ARCHER DANIELS MIDLAND CO 0.2%
Value ($000) $1,465 Shares 24,238 Est. Cost $62.73 Unrealized -8.0%
DE DEERE & COMPANY 0.2%
Value ($000) $1,459 Shares 3,906 Est. Cost $372.53 Unrealized +2.1%
GOOG ALPHABET INC CLASS C 0.2%
Value ($000) $1,438 Shares 7,840 Est. Cost $108.78 Unrealized +55.2%
BLACKROCK INC 0.2%
Value ($000) $1,413 Shares 1,795 Est. Cost $632.87 Unrealized
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $1,400 Shares 6,047 Est. Cost $75.29 Unrealized +201.9%
CAG CONAGRA FOODS INC 0.2%
Value ($000) $1,398 Shares 49,223 Est. Cost $30.00 Unrealized -8.8%
KMB KIMBERLY CLARK CORP 0.2%
Value ($000) $1,385 Shares 10,022 Est. Cost $101.17 Unrealized +23.8%
COP CONOCOPHILLIPS 0.2%
Value ($000) $1,330 Shares 11,627 Est. Cost $47.42 Unrealized +143.3%
DHS WISDOMTREE US HIGH DIVIDEND ETF 0.2%
Value ($000) $1,310 Shares 15,485 Est. Cost $70.54 Unrealized
INTC INTEL CORP 0.2%
Value ($000) $1,304 Shares 42,125 Est. Cost $30.35 Unrealized +7.1%
IWM ISHARES RUSSELL 2000 ETF 0.2%
Value ($000) $1,301 Shares 6,411 Est. Cost $155.28 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.2%
Value ($000) $1,298 Shares 7,108 Est. Cost $81.14 Unrealized
ACWI ISHARES MSCI ACWI ETF 0.2%
Value ($000) $1,293 Shares 11,500 Est. Cost $99.22 Unrealized
KMI KINDER MORGAN INC 0.2%
Value ($000) $1,290 Shares 64,974 Est. Cost $14.25 Unrealized +24.4%
EOG EOG RESOURCES INC 0.2%
Value ($000) $1,281 Shares 10,179 Est. Cost $100.08 Unrealized +22.0%
CRM SALESFORCE INC 0.2%
Value ($000) $1,266 Shares 4,925 Est. Cost $261.59 Unrealized +1.2%
QQQ INVESCO QQQ TRUST 0.2%
Value ($000) $1,210 Shares 2,526 Est. Cost $244.42 Unrealized
CMCSA COMCAST CORP CLASS A 0.2%
Value ($000) $1,189 Shares 30,372 Est. Cost $31.06 Unrealized +19.5%
SPYM SPDR PORTFOLIO S&P 500 0.2%
Value ($000) $1,184 Shares 18,497 Est. Cost $52.58 Unrealized
VOO VANGUARD S&P 500 ETF 0.2%
Value ($000) $1,143 Shares 2,286 Est. Cost $280.91 Unrealized
FSLR FIRST SOLAR, INC. 0.1%
Value ($000) $1,127 Shares 5,000 Est. Cost $79.13 Unrealized +175.5%
BWA BORGWARNER INC 0.1%
Value ($000) $1,064 Shares 33,025 Est. Cost $36.44 Unrealized -7.2%
XLB MATERIALS SELECT SECTOR SPDR 0.1%
Value ($000) $1,062 Shares 12,022 Est. Cost $55.61 Unrealized
VIS VANGUARD INDUSTRIALS ETF 0.1%
Value ($000) $1,047 Shares 4,450 Est. Cost $107.90 Unrealized
BDX BECTON DICKINSON AND COMPANY 0.1%
Value ($000) $1,036 Shares 4,435 Est. Cost $134.38 Unrealized +69.6%
FCX FREEPORT MCMORAN INC 0.1%
Value ($000) $1,031 Shares 21,220 Est. Cost $35.72 Unrealized +38.1%
MCK MCKESSON CORP 0.1%
Value ($000) $1,028 Shares 1,760 Est. Cost $161.50 Unrealized +242.2%
EWC ISHARES MSCI CANADA ETF 0.1%
Value ($000) $1,004 Shares 27,063 Est. Cost $35.67 Unrealized
VFH VANGUARD FINANCIALS ETF 0.1%
Value ($000) $1,001 Shares 10,021 Est. Cost $58.04 Unrealized
GLD SPDR GOLD SHARES 0.1%
Value ($000) $973 Shares 4,525 Est. Cost $126.59 Unrealized
MA MASTERCARD INC CLASS A 0.1%
Value ($000) $957 Shares 2,170 Est. Cost $278.91 Unrealized +61.9%
WTRG ESSENTIAL UTILITIES INC 0.1%
Value ($000) $927 Shares 24,843 Est. Cost $46.08 Unrealized -19.5%
EFX EQUIFAX INC 0.1%
Value ($000) $909 Shares 3,750 Est. Cost $132.13 Unrealized +78.5%
IEF ISHARES 7-10 YEAR TSY BOND 0.1%
Value ($000) $898 Shares 9,594 Est. Cost $108.36 Unrealized
AME AMETEK INC 0.1%
Value ($000) $850 Shares 5,100 Est. Cost $90.92 Unrealized +87.9%
IVW ISHARES S&P 500 GROWTH ETF 0.1%
Value ($000) $842 Shares 9,100 Est. Cost $84.04 Unrealized
IVE ISHARES S&P 500 VALUE ETF 0.1%
Value ($000) $839 Shares 4,611 Est. Cost $113.92 Unrealized
WM WASTE MANAGEMENT INC 0.1%
Value ($000) $838 Shares 3,927 Est. Cost $112.75 Unrealized +79.9%
PANW PALO ALTO NETWORKS INC 0.1%
Value ($000) $831 Shares 2,451 Est. Cost $155.97 Unrealized -4.1%
EXC EXELON CORP 0.1%
Value ($000) $825 Shares 23,836 Est. Cost $22.22 Unrealized +56.4%
RY ROYAL BANK OF CANADA 0.1%
Value ($000) $818 Shares 7,688 Est. Cost $74.04 Unrealized +38.9%
SPIB SPDR INTERM CORP BOND ETF 0.1%
Value ($000) $796 Shares 24,460 Est. Cost $32.61 Unrealized
NBTB NBT BANCORP INC 0.1%
Value ($000) $791 Shares 20,495 Est. Cost $29.52 Unrealized +22.5%
AMT AMERICAN TOWER CORP 0.1%
Value ($000) $788 Shares 4,055 Est. Cost $203.71 Unrealized -13.5%
BAC BANK OF AMERICA CORPORATION 0.1%
Value ($000) $767 Shares 19,291 Est. Cost $23.56 Unrealized +56.4%
MBB ISHARES TR BARCLYS MBS BD 0.1%
Value ($000) $752 Shares 8,193 Est. Cost $94.08 Unrealized
MTD METTLER-TOLEDO INTL 0.1%
Value ($000) $699 Shares 500 Est. Cost $722.02 Unrealized +89.4%
USMV ISHARES EDGE MSCI MIN VOL USA ETF 0.1%
Value ($000) $696 Shares 8,287 Est. Cost $47.36 Unrealized
GDX VANECK VECTORS GOLD MINERS ETF 0.1%
Value ($000) $679 Shares 20,000 Est. Cost $25.15 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.1%
Value ($000) $656 Shares 10,400 Est. Cost $30.49 Unrealized +97.4%
EZU ISHARES MSCI EUROZONE ETF 0.1%
Value ($000) $655 Shares 13,427 Est. Cost $49.06 Unrealized
XLU UTILITIES SELECT SECTOR SPDR 0.1%
Value ($000) $618 Shares 9,071 Est. Cost $65.35 Unrealized
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $616 Shares 8,978 Est. Cost $57.64 Unrealized +9.5%
XLK TECHNOLOGY SELECT SECTOR SPDR ETF 0.1%
Value ($000) $616 Shares 2,721 Est. Cost $68.53 Unrealized
ALB ALBEMARLE CORP 0.1%
Value ($000) $613 Shares 6,420 Est. Cost $86.72 Unrealized +32.8%
VNQ VANGUARD REIT ETF 0.1%
Value ($000) $599 Shares 7,150 Est. Cost $79.52 Unrealized
LEN LENNAR CORP CL A 0.1%
Value ($000) $584 Shares 3,895 Est. Cost $146.43 Unrealized +1.4%
ETN EATON CORP PLC 0.1%
Value ($000) $566 Shares 1,805 Est. Cost $79.40 Unrealized +299.6%
SPYV SPDR PORTFOLIO S&P 500 VALUE 0.1%
Value ($000) $552 Shares 11,323 Est. Cost $29.37 Unrealized
IAU ISHARES GOLD TRUST 0.1%
Value ($000) $549 Shares 12,487 Est. Cost $33.70 Unrealized
TD TORONTO DOMINION BANK 0.1%
Value ($000) $541 Shares 9,853 Est. Cost $46.43 Unrealized +21.9%
SPYG SPDR PORTFOLIO S&P500 GROWTH 0.1%
Value ($000) $538 Shares 6,713 Est. Cost $37.24 Unrealized
STZ CONSTELLATION BRANDS INC 0.1%
Value ($000) $515 Shares 2,000 Est. Cost $137.47 Unrealized +80.6%
XLV HEALTH CARE SELECT SECTOR SPDR ETF 0.1%
Value ($000) $510 Shares 3,501 Est. Cost $109.90 Unrealized
PPA INVESCO AEROSPACE & DEFENSE ETF 0.1%
Value ($000) $493 Shares 4,800 Est. Cost $102.72 Unrealized
VCSH VANGUARD SHORT TERM CORP BOND ETF 0.1%
Value ($000) $480 Shares 6,207 Est. Cost $79.79 Unrealized
MDLZ MONDELEZ INTL INC CL A 0.1%
Value ($000) $473 Shares 7,221 Est. Cost $45.07 Unrealized +44.6%
VRTX VERTEX PHARMACEUTICALS INC 0.1%
Value ($000) $457 Shares 975 Est. Cost $434.05 Unrealized 0.0%
SPGI S&P GLOBAL INC 0.1%
Value ($000) $446 Shares 1,001 Est. Cost $274.96 Unrealized +54.1%
PHYS SPROTT PHYSICAL GOLD TRUST 0.1%
Value ($000) $445 Shares 24,654 Est. Cost $14.31 Unrealized
WMB WILLIAMS COMPANIES INC 0.1%
Value ($000) $425 Shares 10,000 Est. Cost $20.43 Unrealized +84.5%
ESGD ISHARES ESG MSCI EAFE ETF 0.1%
Value ($000) $409 Shares 5,196 Est. Cost $64.32 Unrealized
GE GE AEROSPACE 0.1%
Value ($000) $403 Shares 2,533 Est. Cost $57.69 Unrealized +173.8%
DG DOLLAR GENERAL CORP 0.1%
Value ($000) $401 Shares 3,035 Est. Cost $137.76 Unrealized -2.3%
BKGI BNY MELLON GLOBAL INFRASTRUCTURE ETF 0.1%
Value ($000) $392 Shares 13,726 Est. Cost $28.59 Unrealized
NFG NATIONAL FUEL GAS COMPANY 0.0%
Value ($000) $374 Shares 6,900 Est. Cost $53.64 Unrealized +2.2%
ORCL ORACLE CORP 0.0%
Value ($000) $367 Shares 2,600 Est. Cost $47.25 Unrealized +158.8%
IJK ISHARES S&P MIDCAP 400 GROWTH ETF 0.0%
Value ($000) $364 Shares 4,130 Est. Cost $97.04 Unrealized
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $363 Shares 4,060 Est. Cost $59.81 Unrealized +46.7%
ESGE ISHARES ESG MSCI EM ETF 0.0%
Value ($000) $361 Shares 10,767 Est. Cost $36.34 Unrealized
USFR WISDOMTREE FLOATING RATE TSY 0.0%
Value ($000) $331 Shares 6,582 Est. Cost $50.31 Unrealized
VUG VANGUARD GROWTH ETF 0.0%
Value ($000) $324 Shares 865 Est. Cost $225.93 Unrealized
MTB M & T BANK CORP 0.0%
Value ($000) $323 Shares 2,135 Est. Cost $101.35 Unrealized +37.1%
BRK/B BERKSHIRE HATHAWAY INC B 0.0%
Value ($000) $317 Shares 780 Est. Cost $232.81 Unrealized +75.5%
ZBH ZIMMER HOLDINGS INC 0.0%
Value ($000) $308 Shares 2,840 Est. Cost $130.28 Unrealized -11.0%
XLY CONSUMER DISCRET SEL SECT SPDR ETF 0.0%
Value ($000) $307 Shares 1,681 Est. Cost $133.43 Unrealized
SCZ ISHARES MSCI EAFE SMALLCAP ETF 0.0%
Value ($000) $283 Shares 4,584 Est. Cost $61.63 Unrealized
BND VANGUARD TOTAL BOND MRKT ETF 0.0%
Value ($000) $278 Shares 3,855 Est. Cost $78.72 Unrealized
JSI JANUS HENDERSON SECURITIZED INCOME ETF 0.0%
Value ($000) $276 Shares 5,332 Est. Cost $51.63 Unrealized
TT TRANE TECHNOLOGIES PLC 0.0%
Value ($000) $275 Shares 835 Est. Cost $93.73 Unrealized +234.7%
SRLN SPDR BLACKSTONE/GSO SENIOR LOAN ETF 0.0%
Value ($000) $270 Shares 6,455 Est. Cost $46.07 Unrealized
EIX EDISON INTL 0.0%
Value ($000) $268 Shares 3,727 Est. Cost $51.38 Unrealized +30.6%
ECL ECOLAB INC 0.0%
Value ($000) $262 Shares 1,100 Est. Cost $149.57 Unrealized +51.9%
AWK AMERICAN WATER WORKS CO INC 0.0%
Value ($000) $258 Shares 2,000 Est. Cost $110.54 Unrealized +10.1%
PAYX PAYCHEX INC 0.0%
Value ($000) $246 Shares 2,075 Est. Cost $92.17 Unrealized +26.2%
ROP ROPER INDS INC 0.0%
Value ($000) $244 Shares 433 Est. Cost $333.07 Unrealized +60.1%
NFLX NETFLIX INC 0.0%
Value ($000) $236 Shares 350 Est. Cost $42.66 Unrealized +46.4%
XLP CONSUMER STAPLES SECTOR SPDR 0.0%
Value ($000) $235 Shares 3,075 Est. Cost $61.44 Unrealized
VB VANGUARD SMALLCAP ETF 0.0%
Value ($000) $223 Shares 1,025 Est. Cost $135.45 Unrealized
GLDM SPDR GOLD MINISHARES 0.0%
Value ($000) $215 Shares 4,659 Est. Cost $40.83 Unrealized
CHD CHURCH & DWIGHT CO INC 0.0%
Value ($000) $207 Shares 2,000 Est. Cost $66.06 Unrealized +57.1%
VXUS VANGUARD TOTAL INTL STOCK ETF 0.0%
Value ($000) $206 Shares 3,414 Est. Cost $55.09 Unrealized
BHP BHP GROUP LTD ADR 0.0%
Value ($000) $200 Shares 3,500 Est. Cost $44.58 Unrealized
TMP TOMPKINS FINANCIAL CORP 0.0%
Value ($000) $196 Shares 4,000 Est. Cost $46.77 Unrealized -8.3%
SGOV ISHARES 0-3 MONTH TREASURY 0.0%
Value ($000) $192 Shares 1,903 Est. Cost $100.46 Unrealized
FOXA FOX CORP 0.0%
Value ($000) $189 Shares 5,500 Est. Cost $33.56 Unrealized -4.2%
BIIB BIOGEN INC 0.0%
Value ($000) $185 Shares 800 Est. Cost $264.15 Unrealized -17.7%
MET METLIFE INC 0.0%
Value ($000) $185 Shares 2,635 Est. Cost $51.90 Unrealized +31.3%
VBR VANGUARD SMALLCAP VALUE ETF 0.0%
Value ($000) $183 Shares 1,000 Est. Cost $108.04 Unrealized
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $181 Shares 1,789 Est. Cost $63.74 Unrealized +43.2%
AEE AMEREN CORPORATION 0.0%
Value ($000) $178 Shares 2,498 Est. Cost $29.40 Unrealized +134.9%
NVS NOVARTIS AG ADR 0.0%
Value ($000) $173 Shares 1,628 Est. Cost $90.29 Unrealized
TSLA TESLA MOTORS INC 0.0%
Value ($000) $172 Shares 870 Est. Cost $198.56 Unrealized -12.0%
BA BOEING COMPANY 0.0%
Value ($000) $164 Shares 900 Est. Cost $134.65 Unrealized +32.4%
SCHP SCHWAB US TIPS ETF 0.0%
Value ($000) $162 Shares 3,106 Est. Cost $52.20 Unrealized
VGLT VANGUARD LONG TERM TREASURY 0.0%
Value ($000) $154 Shares 2,662 Est. Cost $59.12 Unrealized
CROX CROCS INC 0.0%
Value ($000) $151 Shares 1,035 Est. Cost $93.99 Unrealized +49.2%
FIS FIDELITY NATL INFORMATION SV 0.0%
Value ($000) $151 Shares 2,000 Est. Cost $116.22 Unrealized -38.5%
PREF PRINCIPAL SPECTRUM PFD SEC 0.0%
Value ($000) $146 Shares 8,000 Est. Cost $28.98 Unrealized
META META PLATFORMS INC 0.0%
Value ($000) $141 Shares 280 Est. Cost $193.66 Unrealized +149.6%
WFC WELLS FARGO & CO 0.0%
Value ($000) $137 Shares 2,312 Est. Cost $40.08 Unrealized +41.9%
MMM 3M COMPANY 0.0%
Value ($000) $135 Shares 1,325 Est. Cost $98.38 Unrealized -4.2%
IBTK ISHARES IBONDS DEC 2030 TERM TSY ETF 0.0%
Value ($000) $133 Shares 6,913 Est. Cost $19.57 Unrealized
TJX TJX COMPANIES 0.0%
Value ($000) $132 Shares 1,203 Est. Cost $44.76 Unrealized +120.4%
CI CIGNA GROUP 0.0%
Value ($000) $132 Shares 400 Est. Cost $182.59 Unrealized +83.0%
SO SOUTHERN COMPANY 0.0%
Value ($000) $132 Shares 1,700 Est. Cost $40.88 Unrealized +75.6%
XLI SPDR INDUSTRIALS (XLI) 0.0%
Value ($000) $127 Shares 1,040 Est. Cost $100.40 Unrealized
SYY SYSCO CORP 0.0%
Value ($000) $126 Shares 1,765 Est. Cost $33.25 Unrealized +114.1%
DUK DUKE ENERGY CORP 0.0%
Value ($000) $125 Shares 1,250 Est. Cost $60.37 Unrealized +56.1%
BSV VANGUARD SHORT TERM BOND ETF 0.0%
Value ($000) $124 Shares 1,615 Est. Cost $79.76 Unrealized
TM TOYOTA MOTOR CORP 0.0%
Value ($000) $123 Shares 600 Est. Cost $136.08 Unrealized
XLF SPDR FINANCIAL SELECT SECTOR 0.0%
Value ($000) $123 Shares 2,980 Est. Cost $30.59 Unrealized
HDV ISHARES CORE HIGH DIVIDEND 0.0%
Value ($000) $120 Shares 1,100 Est. Cost $88.50 Unrealized
SLB SLB 0.0%
Value ($000) $115 Shares 2,434 Est. Cost $57.18 Unrealized -19.6%
TMUS T MOBILE US INC 0.0%
Value ($000) $111 Shares 632 Est. Cost $138.73 Unrealized +17.9%
DHR DANAHER CORP 0.0%
Value ($000) $109 Shares 435 Est. Cost $148.82 Unrealized +68.2%
GEV GE VERNOVA INC 0.0%
Value ($000) $108 Shares 630 Est. Cost $158.10 Unrealized 0.0%
NWFL NORWOOD FINANCIAL CORP 0.0%
Value ($000) $101 Shares 3,992 Est. Cost $29.61 Unrealized -16.4%
GSST GOLDMAN SACHS ACCESS ULTRAST 0.0%
Value ($000) $101 Shares 2,000 Est. Cost $50.50 Unrealized
MINT PIMCO ENHANCED SHORT MATURE ACTIVE ETF 0.0%
Value ($000) $101 Shares 1,000 Est. Cost $101.95 Unrealized
IR INGERSOLL RAND INC 0.0%
Value ($000) $99 Shares 1,095 Est. Cost $31.60 Unrealized +190.5%
VUSB VANGUARD ULTRA SHORT TERM 0.0%
Value ($000) $99 Shares 2,000 Est. Cost $50.00 Unrealized
HYG ISHARES IBOXX $ HIGH YIELD CORP BOND ETF 0.0%
Value ($000) $98 Shares 1,276 Est. Cost $85.91 Unrealized
IGSB ISHARES SHORT TERM CORP BOND 0.0%
Value ($000) $97 Shares 1,900 Est. Cost $77.37 Unrealized
L LOEWS CORP 0.0%
Value ($000) $97 Shares 1,300 Est. Cost $35.50 Unrealized +112.4%
LDUR PIMCO ENHANCED LOW DURATION 0.0%
Value ($000) $95 Shares 1,000 Est. Cost $101.81 Unrealized
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $87 Shares 200 Est. Cost $181.39 Unrealized +144.8%
ADBE ADOBE INC 0.0%
Value ($000) $86 Shares 154 Est. Cost $340.55 Unrealized +42.2%
SNA SNAP ON INC 0.0%
Value ($000) $78 Shares 300 Est. Cost $207.93 Unrealized +26.5%
KHC KRAFT HEINZ COMPANY 0.0%
Value ($000) $75 Shares 2,333 Est. Cost $35.47 Unrealized -8.3%
CTVA CORTEVA INC 0.0%
Value ($000) $74 Shares 1,370 Est. Cost $27.43 Unrealized +97.2%
MO ALTRIA GROUP INC 0.0%
Value ($000) $73 Shares 1,595 Est. Cost $29.52 Unrealized +32.5%
TDY TELEDYNE TECHNOLOGIES INC 0.0%
Value ($000) $73 Shares 187 Est. Cost $88.71 Unrealized +346.5%
BAX BAXTER INTERNATIONAL INC 0.0%
Value ($000) $70 Shares 2,100 Est. Cost $61.79 Unrealized -42.5%
LIN LINDE PLC 0.0%
Value ($000) $66 Shares 150 Est. Cost $322.30 Unrealized +33.6%
BN BROOKFIELD CORP NPV 0.0%
Value ($000) $63 Shares 1,528 Est. Cost $21.90 Unrealized +25.8%
WTM WHITE MTNS INS GROUP LTD 0.0%
Value ($000) $62 Shares 34 Est. Cost $1090.77 Unrealized +62.2%
NGG NATIONAL GRID PLC ADR 0.0%
Value ($000) $61 Shares 1,073 Est. Cost $63.43 Unrealized
SLV ISHARES SILVER TRUST 0.0%
Value ($000) $60 Shares 2,255 Est. Cost $15.59 Unrealized
MPC MARATHON PETROLEUM CORP 0.0%
Value ($000) $60 Shares 344 Est. Cost $37.88 Unrealized +374.1%
STT STATE STREET CORP 0.0%
Value ($000) $59 Shares 800 Est. Cost $60.59 Unrealized +16.4%
GEHC GE HEALTHCARE TECH 0.0%
Value ($000) $58 Shares 745 Est. Cost $71.08 Unrealized +14.5%
CEG CONSTELLATION ENERGY CORP 0.0%
Value ($000) $56 Shares 282 Est. Cost $60.44 Unrealized +234.2%
PFIS PEOPLES FINL SVCS CORP 0.0%
Value ($000) $55 Shares 1,218 Est. Cost $33.02 Unrealized +9.4%
PAA PLAINS ALL AMERICAN PIPELINE 0.0%
Value ($000) $54 Shares 3,000 Est. Cost $9.88 Unrealized
CLIP GLOBAL X 1-3 MNTH T-BILL ETF 0.0%
Value ($000) $52 Shares 518 Est. Cost $100.47 Unrealized
D DOMINION ENERGY INC 0.0%
Value ($000) $52 Shares 1,055 Est. Cost $49.63 Unrealized -5.1%
AMCOR PLC 0.0%
Value ($000) $49 Shares 4,960 Est. Cost $8.76 Unrealized +4.6%
KELLANOVA COMPANY 0.0%
Value ($000) $46 Shares 800 Est. Cost $60.91 Unrealized -7.8%
IP INTERNATIONAL PAPER CO 0.0%
Value ($000) $41 Shares 956 Est. Cost $33.78 Unrealized +12.7%
ORANY ORANGE SA ADR 0.0%
Value ($000) $40 Shares 4,000 Est. Cost $11.00 Unrealized
FDX FEDEX CORP 0.0%
Value ($000) $39 Shares 130 Est. Cost $226.10 Unrealized +11.4%
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $39 Shares 400 Est. Cost $47.48 Unrealized +97.4%
MUSA MURPHY USA INC 0.0%
Value ($000) $38 Shares 82 Est. Cost $184.28 Unrealized +134.6%
ENB ENBRIDGE INC 0.0%
Value ($000) $37 Shares 1,049 Est. Cost $21.58 Unrealized +50.0%
HSY HERSHEY CO 0.0%
Value ($000) $37 Shares 200 Est. Cost $102.74 Unrealized +79.0%
ICLN ISHARES GLOBAL CLEAN ENERGY 0.0%
Value ($000) $35 Shares 2,600 Est. Cost $23.42 Unrealized
QUS SPDR SER TR MSCI USA STRTGIC 0.0%
Value ($000) $34 Shares 230 Est. Cost $147.44 Unrealized
MLPA GLOBAL X MLP ETF 0.0%
Value ($000) $33 Shares 680 Est. Cost $39.71 Unrealized
MU MICRON TECHNOLOGY 0.0%
Value ($000) $33 Shares 250 Est. Cost $64.41 Unrealized +94.4%
OKE ONEOK INC 0.0%
Value ($000) $32 Shares 394 Est. Cost $32.05 Unrealized +130.6%
PRU PRUDENTIAL FINANCIAL INC 0.0%
Value ($000) $32 Shares 273 Est. Cost $53.73 Unrealized +98.7%
EPD ENTERPRISE PRODS PARTNERS LP 0.0%
Value ($000) $32 Shares 1,098 Est. Cost $24.40 Unrealized
MDT MEDTRONIC PLC 0.0%
Value ($000) $31 Shares 400 Est. Cost $68.60 Unrealized +13.8%
F FORD MOTOR COMPANY 0.0%
Value ($000) $31 Shares 2,500 Est. Cost $9.13 Unrealized +21.9%
FBIN FORTUNE BRANDS HOME & SEC 0.0%
Value ($000) $31 Shares 480 Est. Cost $57.83 Unrealized +20.9%
EMN EASTMAN CHEMICAL CO 0.0%
Value ($000) $31 Shares 316 Est. Cost $54.23 Unrealized +70.9%
TS TENARIS SA ADR 0.0%
Value ($000) $31 Shares 1,000 Est. Cost $30.06 Unrealized
GAP GAP INC 0.0%
Value ($000) $30 Shares 1,254 Est. Cost $22.43 Unrealized -1.5%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.0%
Value ($000) $30 Shares 600 Est. Cost $41.50 Unrealized
UBS UBS GROUP AG 0.0%
Value ($000) $30 Shares 1,000 Est. Cost $15.37 Unrealized +93.4%
ET ENERGY TRANSFER EQUITY LP 0.0%
Value ($000) $28 Shares 1,700 Est. Cost $12.92 Unrealized
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $28 Shares 100 Est. Cost $181.80 Unrealized +44.4%
BP BP PLC ADR 0.0%
Value ($000) $27 Shares 738 Est. Cost $37.48 Unrealized
SPSM SPDR PORTFOLIO SMALLCAP ETF 0.0%
Value ($000) $26 Shares 638 Est. Cost $33.36 Unrealized
LQD ISHARES IBOXX $ INVMT GRADE CORP BOND ETF 0.0%
Value ($000) $26 Shares 245 Est. Cost $122.30 Unrealized
IGIB ISHARES INTERMEDIATE CREDIT BOND ETF 0.0%
Value ($000) $25 Shares 496 Est. Cost $64.85 Unrealized
PPG PPG INDUSTRIES INC 0.0%
Value ($000) $25 Shares 200 Est. Cost $93.16 Unrealized +36.7%
NUVEEN AMT FREE MUNI CR INC 0.0%
Value ($000) $25 Shares 2,000 Est. Cost $12.15 Unrealized
AFL AFLAC INC 0.0%
Value ($000) $24 Shares 273 Est. Cost $50.12 Unrealized +65.8%
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $24 Shares 655 Est. Cost $13.89 Unrealized +147.1%
AMAT APPLIED MATERIALS INC 0.0%
Value ($000) $24 Shares 100 Est. Cost $117.06 Unrealized +80.6%
PHM PULTE GROUP INC 0.0%
Value ($000) $23 Shares 210 Est. Cost $41.81 Unrealized +168.1%
JBL JABIL CIRCUIT INC. 0.0%
Value ($000) $22 Shares 200 Est. Cost $31.79 Unrealized +280.0%
TSLX SIXTH ST SPECIALTY LENDING 0.0%
Value ($000) $21 Shares 1,000 Est. Cost $19.22 Unrealized +10.9%
IQV IQVIA HLDGS INC 0.0%
Value ($000) $21 Shares 100 Est. Cost $127.87 Unrealized +77.7%
J JACOBS SOLUTIONS INC 0.0%
Value ($000) $21 Shares 150 Est. Cost $100.68 Unrealized +14.8%
ARCC ARES CAPITAL CORPORATION 0.0%
Value ($000) $21 Shares 1,000 Est. Cost $14.66 Unrealized +22.2%
ZBRA ZEBRA TECHNOLOGIES CORP CL A 0.0%
Value ($000) $21 Shares 67 Est. Cost $336.52 Unrealized -9.6%
IJT ISHARES TR INDEX S&P SMLCP GROW 0.0%
Value ($000) $21 Shares 160 Est. Cost $128.43 Unrealized
WBS WEBSTER FINANCIAL CORP 0.0%
Value ($000) $20 Shares 463 Est. Cost $59.37 Unrealized -25.0%
O REALTY INCOME CORP 0.0%
Value ($000) $20 Shares 380 Est. Cost $46.73 Unrealized +4.1%
INVESCO MUNICIPAL TRUST 0.0%
Value ($000) $20 Shares 2,000 Est. Cost $9.70 Unrealized
ARI APOLLO COMM REAL ESTATE 0.0%
Value ($000) $20 Shares 2,000 Est. Cost $10.50 Unrealized
ALLE ALLEGION PLC 0.0%
Value ($000) $19 Shares 165 Est. Cost $63.16 Unrealized +91.6%
RSG REPUBLIC SERVICES INC 0.0%
Value ($000) $19 Shares 100 Est. Cost $83.07 Unrealized +122.9%
OLN OLIN CORP 0.0%
Value ($000) $19 Shares 400 Est. Cost $49.56 Unrealized +3.0%
OCSL OAKTREE SPECIALTY LENDING 0.0%
Value ($000) $19 Shares 1,000 Est. Cost $19.92 Unrealized -2.9%
IBTI ISHARES IBONDS DEC 2028 TERM 0.0%
Value ($000) $18 Shares 845 Est. Cost $21.90 Unrealized
CPB CAMPBELL SOUP CO 0.0%
Value ($000) $18 Shares 400 Est. Cost $47.12 Unrealized -10.9%
AB ALLIANCEBERNSTEIN HLDG LP 0.0%
Value ($000) $17 Shares 500 Est. Cost $34.36 Unrealized
VGIT VANGUARD INTERM-TERM GOVT BDETF 0.0%
Value ($000) $17 Shares 290 Est. Cost $59.89 Unrealized
MEDP MEDPACE HOLDINGS INC 0.0%
Value ($000) $16 Shares 40 Est. Cost $206.82 Unrealized +91.5%
LIBERTY ALL STAR EQUITY FD 0.0%
Value ($000) $16 Shares 2,402 Est. Cost $6.80 Unrealized
ALL THE ALLSTATE CORPORATION 0.0%
Value ($000) $16 Shares 100 Est. Cost $98.38 Unrealized +64.1%
SOLV SOLVENTUM CORP 0.0%
Value ($000) $16 Shares 300 Est. Cost $60.70 Unrealized 0.0%
FNV FRANCO NEVADA CORP 0.0%
Value ($000) $16 Shares 132 Est. Cost $44.81 Unrealized +167.6%
BSCS INVESCO BULLETSHARES 2028 CORP BOND 0.0%
Value ($000) $15 Shares 755 Est. Cost $20.27 Unrealized
ESGU ISHARES TR ESG MSCI USA ETF (ESGU) 0.0%
Value ($000) $15 Shares 125 Est. Cost $79.45 Unrealized
MOH MOLINA HEALTHCARE INC 0.0%
Value ($000) $15 Shares 50 Est. Cost $206.44 Unrealized +64.4%
BAM BROOKFIELD ASSET MGMT LTD 0.0%
Value ($000) $15 Shares 382 Est. Cost $27.10 Unrealized +37.5%
COHR COHERENT CORP 0.0%
Value ($000) $14 Shares 200 Est. Cost $47.89 Unrealized +25.5%
DJT TRUMP MEDIA & TECHNOLOGY GROCOM 0.0%
Value ($000) $14 Shares 425 Est. Cost $38.79 Unrealized +8.3%
MUR MURPHY OIL CORPORATION 0.0%
Value ($000) $14 Shares 328 Est. Cost $30.71 Unrealized +30.6%
HTGC HERCULES CAPITAL INC 0.0%
Value ($000) $13 Shares 625 Est. Cost $15.82 Unrealized +21.6%
SPH SUBURBAN PROPANE PARTNERS LP 0.0%
Value ($000) $13 Shares 660 Est. Cost $15.46 Unrealized
XLC SELECT SECTOR SPDR TR COMMUNICATION 0.0%
Value ($000) $12 Shares 139 Est. Cost $64.78 Unrealized
BCE BCE INC 0.0%
Value ($000) $11 Shares 340 Est. Cost $33.07 Unrealized -12.1%
EL ESTEE LAUDER COMP INC CL A 0.0%
Value ($000) $11 Shares 100 Est. Cost $175.92 Unrealized -27.9%
AGCO AGCO CORP 0.0%
Value ($000) $10 Shares 100 Est. Cost $64.19 Unrealized +67.8%
VPU VANGUARD UTILITIES ETF 0.0%
Value ($000) $10 Shares 65 Est. Cost $104.37 Unrealized
GM GENERAL MOTORS CO 0.0%
Value ($000) $9 Shares 200 Est. Cost $36.67 Unrealized +21.0%
DGII DIGI INTL INC 0.0%
Value ($000) $9 Shares 400 Est. Cost $10.69 Unrealized +150.8%
ESE ESCO TECHNOLOGIES 0.0%
Value ($000) $9 Shares 84 Est. Cost $85.44 Unrealized +22.9%
SUSB ISHARES TR ESG AWRE 1 5 YR 0.0%
Value ($000) $9 Shares 350 Est. Cost $25.32 Unrealized
SUSC ISHARES ESG USD CORP BOND 0.0%
Value ($000) $9 Shares 375 Est. Cost $23.01 Unrealized
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $8 Shares 1,130 Est. Cost $14.14 Unrealized -43.3%
NXST NEXSTAR MEDIA GROUP INC 0.0%
Value ($000) $8 Shares 50 Est. Cost $111.16 Unrealized +35.7%
JUST GOLDMAN SACHS JUST US LARGE CAP EQUITY ETF 0.0%
Value ($000) $8 Shares 105 Est. Cost $58.40 Unrealized
NUVEEN CA QUALITY INCOME FD 0.0%
Value ($000) $8 Shares 666 Est. Cost $11.53 Unrealized
DKNG DRAFTKINGS INC CL A 0.0%
Value ($000) $8 Shares 200 Est. Cost $14.08 Unrealized +194.8%
BK BANK OF NEW YORK MELLON CORP 0.0%
Value ($000) $7 Shares 125 Est. Cost $32.93 Unrealized +69.3%
EMNT PIMCO ENHANCED SHORT MAT ESG 0.0%
Value ($000) $7 Shares 75 Est. Cost $100.77 Unrealized
STAG STAG INDL INC 0.0%
Value ($000) $7 Shares 200 Est. Cost $30.00 Unrealized
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $7 Shares 73 Est. Cost $59.26 Unrealized +67.5%
KEY KEYCORP 0.0%
Value ($000) $7 Shares 500 Est. Cost $10.83 Unrealized +23.8%
MBC MASTERBRAND INC 0.0%
Value ($000) $7 Shares 480 Est. Cost $8.19 Unrealized +102.1%
BSCT INVESCO BULLETSHS CORP ETF 0.0%
Value ($000) $7 Shares 380 Est. Cost $18.54 Unrealized
INFU INFUSYSTEMS HOLDINGS INC 0.0%
Value ($000) $7 Shares 1,000 Est. Cost $3.18 Unrealized +131.3%
WAB WABTEC CORP 0.0%
Value ($000) $7 Shares 43 Est. Cost $95.65 Unrealized +65.7%
HOG HARLEY DAVIDSON INC 0.0%
Value ($000) $7 Shares 200 Est. Cost $61.89 Unrealized -41.3%
VALE VALE SA SPONSORED ADS 0.0%
Value ($000) $7 Shares 600 Est. Cost $15.86 Unrealized
PBW INVESCO WILDERHILL CLEAN ENERGY ETF 0.0%
Value ($000) $7 Shares 323 Est. Cost $44.50 Unrealized
EQUITRANS MIDSTREAM CORP 0.0%
Value ($000) $6 Shares 500 Est. Cost $9.56 Unrealized
FPE FIRST TR PFD SEC AND INC 0.0%
Value ($000) $6 Shares 352 Est. Cost $17.31 Unrealized
INCY INCYTE CORP 0.0%
Value ($000) $6 Shares 100 Est. Cost $96.40 Unrealized -41.3%
MRNA MODERNA INC 0.0%
Value ($000) $6 Shares 50 Est. Cost $164.97 Unrealized -23.3%
VTRS VIATRIS INC 0.0%
Value ($000) $5 Shares 512 Est. Cost $10.46 Unrealized -2.1%
GABELLI EQUITY TR INC 0.0%
Value ($000) $5 Shares 1,000 Est. Cost $5.00 Unrealized
MTG MGIC INVESTMENT CORP 0.0%
Value ($000) $5 Shares 238 Est. Cost $19.95 Unrealized +4.0%
RDDT REDDIT CLASS A 0.0%
Value ($000) $5 Shares 80 Est. Cost $52.71 Unrealized 0.0%
AIM IMMUNOTECH INC 0.0%
Value ($000) $5 Shares 13,226 Est. Cost $2.27 Unrealized
FISI FINANCIAL INSTITUTIONS INC 0.0%
Value ($000) $5 Shares 250 Est. Cost $17.92 Unrealized -8.9%
ZIMVIE INC 0.0%
Value ($000) $5 Shares 260 Est. Cost $21.84 Unrealized
NWL NEWELL RUBBERMAID INC 0.0%
Value ($000) $5 Shares 725 Est. Cost $12.43 Unrealized -44.7%
RBBN RIBBONS COMMUNICATIONS INC 0.0%
Value ($000) $5 Shares 1,400 Est. Cost $8.28 Unrealized -63.3%
CPNG COUPANG INC CL A 0.0%
Value ($000) $4 Shares 200 Est. Cost $17.65 Unrealized +22.9%
SJM JM SMUCKER COMPANY 0.0%
Value ($000) $4 Shares 38 Est. Cost $136.97 Unrealized -22.5%
DCOM DIME CMNTY BANCSHARES INC 0.0%
Value ($000) $4 Shares 200 Est. Cost $23.82 Unrealized -25.8%
TDC TERADATA CORP 0.0%
Value ($000) $4 Shares 108 Est. Cost $32.17 Unrealized +8.5%
BARRICK GOLD CORPORATION 0.0%
Value ($000) $3 Shares 200 Est. Cost $16.85 Unrealized
KLG WK KELLOGG CO 0.0%
Value ($000) $3 Shares 200 Est. Cost $13.14 Unrealized
CMG CHIPOTLE MEXICAN GRILL 0.0%
Value ($000) $3 Shares 50 Est. Cost $62.12 Unrealized 0.0%
CRBN ISHARES MSCI ACWI LOW CARBON 0.0%
Value ($000) $3 Shares 17 Est. Cost $171.43 Unrealized
CRSP CRISPR THERAPEUTICS AG 0.0%
Value ($000) $3 Shares 50 Est. Cost $71.59 Unrealized -19.2%
GRNB VANECK VECTORS ETF TR GREEN BD ETF 0.0%
Value ($000) $2 Shares 100 Est. Cost $28.25 Unrealized
CVMC ETF CALVERT US MID-CAP CORE 0.0%
Value ($000) $2 Shares 40 Est. Cost $48.83 Unrealized
ESML ISHARES ESG AWARE MSCI SMALLCAP ETF 0.0%
Value ($000) $2 Shares 51 Est. Cost $41.99 Unrealized
GABELLI UTILITY TRUST 0.0%
Value ($000) $2 Shares 330 Est. Cost $7.83 Unrealized
GABELLI MULTIMEDIA TR INC 0.0%
Value ($000) $2 Shares 299 Est. Cost $7.80 Unrealized
REGULUS THERAPEUTICS INC 0.0%
Value ($000) $1 Shares 690 Est. Cost $1.45 Unrealized
LPRO OPEN LENDING CORP 0.0%
Value ($000) $1 Shares 200 Est. Cost $7.04 Unrealized -18.3%
WDS WOODSIDE ENERGY GROUP LTD 0.0%
Value ($000) $1 Shares 54 Est. Cost $20.00 Unrealized
UAA UNDER ARMOUR INC CL A 0.0%
Value ($000) $1 Shares 150 Est. Cost $7.96 Unrealized -14.3%
OXY/WS OCCIDENTAL PETE CORP star W EXP 08/03/2027 0.0%
Value ($000) $1 Shares 14 Est. Cost $41.00 Unrealized
CEL SCI CORP 0.0%
Value ($000) $1 Shares 500 Est. Cost $8.92 Unrealized
NEW YORK CMNTY BANCORP INC 0.0%
Value ($000) $1 Shares 175 Est. Cost $8.89 Unrealized
KD KYNDRYL HOLDINGS INC 0.0%
Value ($000) $0 Shares 10 Est. Cost $21.59 Unrealized +11.0%
AGEN AGENUS INC 0.0%
Value ($000) $0 Shares 15 Est. Cost $12.08 Unrealized 0.0%
BB BLACKBERRY LTD NPV 0.0%
Value ($000) $0 Shares 83 Est. Cost $5.49 Unrealized -49.2%
VBI VACCINES INC 0.0%
Value ($000) $0 Shares 283 Est. Cost $3.28 Unrealized
OGN ORGANON & CO 0.0%
Value ($000) $0 Shares 8 Est. Cost $26.93 Unrealized -30.7%