Community Bank, N.A. Diversified Active

CIK: 0001632187 · Show all filings

Period: Q3 2024 (← Previous) (Next →)

Filing Date: Nov 14, 2024

Total Value ($000): $792,809 (100.0% shares, 0.0% debt)

Holdings (390)

AAPL APPLE INC 11.6%
Value ($000) $91,642 Shares 393,315 Est. Cost $86.95 Unrealized +155.3%
IVV ISHARES CORE S&P 500 ETF 7.1%
Value ($000) $56,322 Shares 97,642 Est. Cost $258.79 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 3.8%
Value ($000) $29,746 Shares 381,161 Est. Cost $61.16 Unrealized
MSFT MICROSOFT CORP 3.4%
Value ($000) $26,861 Shares 62,426 Est. Cost $75.82 Unrealized +458.0%
IBM INTL BUSINESS MACHINES CORP 2.9%
Value ($000) $22,883 Shares 103,507 Est. Cost $100.05 Unrealized +88.9%
VTI VANGUARD TOTAL STOCK MARKET ETF 2.3%
Value ($000) $18,229 Shares 64,381 Est. Cost $104.59 Unrealized
JPM JPMORGAN CHASE & CO 2.1%
Value ($000) $16,320 Shares 77,398 Est. Cost $66.89 Unrealized +206.4%
IJR ISHARES CORE S&P SMALLCAP ETF 1.7%
Value ($000) $13,630 Shares 116,540 Est. Cost $92.08 Unrealized
MRK MERCK & COMPANY INC 1.6%
Value ($000) $12,743 Shares 112,213 Est. Cost $46.61 Unrealized +142.4%
BMY BRISTOL MYERS SQUIBB COMPANY 1.5%
Value ($000) $11,677 Shares 225,680 Est. Cost $44.73 Unrealized -2.4%
PEP PEPSICO INC 1.3%
Value ($000) $10,577 Shares 62,201 Est. Cost $81.63 Unrealized +99.6%
IJH ISHARES CORE S&P MIDCAP ETF 1.3%
Value ($000) $10,200 Shares 163,702 Est. Cost $98.42 Unrealized
ABBV ABBVIE INC 1.3%
Value ($000) $10,147 Shares 51,385 Est. Cost $45.10 Unrealized +296.2%
SPY SPDR S&P 500 ETF 1.2%
Value ($000) $9,523 Shares 16,597 Est. Cost $216.71 Unrealized
JEPI JPMORGAN EQUITY PREMIUM INC 1.2%
Value ($000) $9,458 Shares 158,939 Est. Cost $56.44 Unrealized
VZ VERIZON COMMUNICATIONS 1.2%
Value ($000) $9,407 Shares 209,520 Est. Cost $32.61 Unrealized +17.7%
PG PROCTER & GAMBLE CO 1.2%
Value ($000) $9,309 Shares 53,747 Est. Cost $71.44 Unrealized +129.9%
WMT WAL MART STORES INC 1.2%
Value ($000) $9,167 Shares 113,520 Est. Cost $46.06 Unrealized +57.4%
CSCO CISCO SYSTEMS INC 1.2%
Value ($000) $9,124 Shares 171,432 Est. Cost $22.52 Unrealized +107.7%
AVGO BROADCOM INC 1.1%
Value ($000) $8,862 Shares 51,373 Est. Cost $146.86 Unrealized +7.6%
IWF ISHARES RUSSELL 1000 GROWTH ETF 1.1%
Value ($000) $8,469 Shares 22,560 Est. Cost $105.45 Unrealized
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 1.0%
Value ($000) $7,875 Shares 137,201 Est. Cost $54.59 Unrealized
KO COCA COLA COMPANY 0.9%
Value ($000) $7,257 Shares 100,987 Est. Cost $33.09 Unrealized +98.4%
GOOGL ALPHABET INC CLASS A 0.9%
Value ($000) $7,195 Shares 43,383 Est. Cost $110.39 Unrealized +51.0%
NVDA NVIDIA CORPORATION 0.9%
Value ($000) $7,153 Shares 58,902 Est. Cost $92.86 Unrealized +27.1%
JNJ JOHNSON & JOHNSON 0.9%
Value ($000) $7,046 Shares 43,480 Est. Cost $84.50 Unrealized +80.7%
CBU COMMUNITY FINANCIAL SYS INC 0.9%
Value ($000) $6,821 Shares 117,460 Est. Cost $48.63 Unrealized +12.5%
MDY SPDR S&P MIDCAP 400 ETF 0.9%
Value ($000) $6,767 Shares 11,880 Est. Cost $264.61 Unrealized
AMZN AMAZON.COM INC 0.9%
Value ($000) $6,761 Shares 36,288 Est. Cost $128.50 Unrealized +42.0%
CAT CATERPILLAR INC 0.8%
Value ($000) $6,584 Shares 16,835 Est. Cost $111.24 Unrealized +204.5%
XOM EXXON MOBIL CORP 0.8%
Value ($000) $6,579 Shares 56,122 Est. Cost $63.41 Unrealized +73.5%
EMR EMERSON ELECTRIC CO 0.8%
Value ($000) $6,099 Shares 55,767 Est. Cost $54.68 Unrealized +92.2%
PEG PUBLIC SVC ENTERPRISE GROUP 0.8%
Value ($000) $6,035 Shares 67,654 Est. Cost $30.88 Unrealized +147.2%
TXN TEXAS INSTRUMENTS INC 0.8%
Value ($000) $6,011 Shares 29,100 Est. Cost $66.26 Unrealized +191.2%
IWD ISHARES RUSSELL 1000 VALUE 0.7%
Value ($000) $5,589 Shares 29,447 Est. Cost $119.47 Unrealized
LOW LOWES COMPANIES INC 0.7%
Value ($000) $5,552 Shares 20,501 Est. Cost $76.56 Unrealized +208.5%
QCOM QUALCOMM INC 0.7%
Value ($000) $5,217 Shares 30,682 Est. Cost $94.90 Unrealized +80.4%
ITW ILLINOIS TOOL WORKS INC 0.7%
Value ($000) $5,217 Shares 19,907 Est. Cost $75.08 Unrealized +216.1%
NUE NUCOR CORP 0.7%
Value ($000) $5,179 Shares 34,452 Est. Cost $39.54 Unrealized +271.3%
UPS UNITED PARCEL SERVICE CL B 0.6%
Value ($000) $5,114 Shares 37,511 Est. Cost $96.29 Unrealized +25.2%
AMGN AMGEN INC 0.6%
Value ($000) $4,994 Shares 15,499 Est. Cost $164.18 Unrealized +90.7%
CVX CHEVRON CORP 0.6%
Value ($000) $4,985 Shares 33,848 Est. Cost $73.18 Unrealized +91.2%
IWS ISHARES RUSSELL MIDCAP VALUE 0.6%
Value ($000) $4,933 Shares 37,303 Est. Cost $74.78 Unrealized
NEE NEXTERA ENERGY INC 0.6%
Value ($000) $4,695 Shares 55,543 Est. Cost $56.66 Unrealized +32.1%
ABT ABBOTT LABORATORIES 0.6%
Value ($000) $4,688 Shares 41,123 Est. Cost $48.59 Unrealized +120.4%
OMC OMNICOM GROUP INC 0.6%
Value ($000) $4,589 Shares 44,387 Est. Cost $56.04 Unrealized +63.0%
UNH UNITEDHEALTH GROUP INC 0.6%
Value ($000) $4,542 Shares 7,768 Est. Cost $148.61 Unrealized +268.9%
RTX RTX CORP 0.6%
Value ($000) $4,476 Shares 36,944 Est. Cost $60.55 Unrealized +83.5%
MCD MCDONALDS CORP 0.5%
Value ($000) $4,356 Shares 14,305 Est. Cost $113.91 Unrealized +134.1%
GLW CORNING INC 0.5%
Value ($000) $4,185 Shares 92,685 Est. Cost $28.00 Unrealized +45.9%
CB CHUBB LTD 0.5%
Value ($000) $4,168 Shares 14,453 Est. Cost $131.58 Unrealized +105.8%
HD HOME DEPOT INC 0.5%
Value ($000) $4,061 Shares 10,023 Est. Cost $148.97 Unrealized +136.7%
AEP AMERICAN ELECTRIC POWER CO 0.5%
Value ($000) $3,960 Shares 38,592 Est. Cost $69.98 Unrealized +33.0%
TFC TRUIST FINANCIAL CORP 0.5%
Value ($000) $3,835 Shares 89,670 Est. Cost $38.16 Unrealized +3.7%
LMT LOCKHEED MARTIN CORP 0.5%
Value ($000) $3,828 Shares 6,548 Est. Cost $312.63 Unrealized +65.2%
V VISA INC CLASS A 0.5%
Value ($000) $3,754 Shares 13,653 Est. Cost $158.12 Unrealized +69.3%
CMI CUMMINS INC 0.5%
Value ($000) $3,666 Shares 11,321 Est. Cost $107.29 Unrealized +168.4%
SCHA SCHWAB US SMALL CAP ETF 0.4%
Value ($000) $3,490 Shares 67,771 Est. Cost $55.01 Unrealized
T AT&T INC 0.4%
Value ($000) $3,332 Shares 151,450 Est. Cost $13.62 Unrealized +37.9%
ADP AUTOMATIC DATA PROCESSING 0.4%
Value ($000) $3,328 Shares 12,027 Est. Cost $68.31 Unrealized +271.1%
PFF ISHARES US PREFERRED STOCK 0.4%
Value ($000) $3,194 Shares 96,146 Est. Cost $35.73 Unrealized
DD DUPONT DE NEMOURS INC 0.4%
Value ($000) $3,100 Shares 34,792 Est. Cost $26.11 Unrealized +26.3%
PFE PFIZER INC 0.4%
Value ($000) $3,070 Shares 106,116 Est. Cost $22.56 Unrealized +18.3%
TGT TARGET CORP 0.4%
Value ($000) $2,985 Shares 19,152 Est. Cost $137.54 Unrealized +2.5%
SBUX STARBUCKS CORP 0.4%
Value ($000) $2,899 Shares 29,741 Est. Cost $77.21 Unrealized +7.3%
FLCA FRANKLIN FTSE CANADA 0.4%
Value ($000) $2,899 Shares 77,009 Est. Cost $34.24 Unrealized
AVUV AVANTIS US SMALLCAP VALUE 0.4%
Value ($000) $2,798 Shares 29,163 Est. Cost $93.81 Unrealized
EMXC ISHARES MSCI EM EX CHINA 0.4%
Value ($000) $2,792 Shares 45,682 Est. Cost $55.32 Unrealized
LLY ELI LILLY AND COMPANY 0.3%
Value ($000) $2,767 Shares 3,123 Est. Cost $179.19 Unrealized +396.9%
XLE ENERGY SELECT SECTOR SPDR 0.3%
Value ($000) $2,748 Shares 31,304 Est. Cost $42.37 Unrealized
APD AIR PRODUCTS & CHEMICALS INC 0.3%
Value ($000) $2,727 Shares 9,160 Est. Cost $207.48 Unrealized +26.8%
ELV ELEVANCE HEALTH INC 0.3%
Value ($000) $2,618 Shares 5,035 Est. Cost $348.17 Unrealized +49.6%
EFA ISHARES MSCI EAFE ETF 0.3%
Value ($000) $2,583 Shares 30,881 Est. Cost $61.36 Unrealized
MS MORGAN STANLEY 0.3%
Value ($000) $2,556 Shares 24,520 Est. Cost $67.39 Unrealized +43.8%
ACWX ISHARES MSCI ACWI EX US ETF 0.3%
Value ($000) $2,522 Shares 44,070 Est. Cost $48.54 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.3%
Value ($000) $2,493 Shares 4,031 Est. Cost $394.39 Unrealized +49.4%
CVS CVS HEALTH CORP 0.3%
Value ($000) $2,441 Shares 38,816 Est. Cost $58.59 Unrealized -5.8%
DOW DOW INC 0.3%
Value ($000) $2,374 Shares 43,465 Est. Cost $35.28 Unrealized +35.8%
HON HONEYWELL INTL INC 0.3%
Value ($000) $2,369 Shares 11,461 Est. Cost $129.22 Unrealized +45.8%
SYK STRYKER CORP 0.3%
Value ($000) $2,304 Shares 6,379 Est. Cost $112.11 Unrealized +203.7%
UNP UNION PACIFIC CORP 0.3%
Value ($000) $2,303 Shares 9,344 Est. Cost $154.36 Unrealized +52.0%
PSX PHILLIPS 66 0.3%
Value ($000) $2,232 Shares 16,977 Est. Cost $63.88 Unrealized +101.0%
DIS WALT DISNEY CO 0.3%
Value ($000) $2,209 Shares 22,963 Est. Cost $96.29 Unrealized -5.9%
GIS GENERAL MILLS INC 0.3%
Value ($000) $2,185 Shares 29,587 Est. Cost $40.25 Unrealized +63.1%
PNC PNC FINL SVCS GROUP INC 0.3%
Value ($000) $2,168 Shares 11,730 Est. Cost $102.44 Unrealized +63.5%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.3%
Value ($000) $2,079 Shares 43,465 Est. Cost $41.71 Unrealized
USB US BANCORP 0.3%
Value ($000) $2,076 Shares 45,418 Est. Cost $33.22 Unrealized +23.8%
CSX CSX CORP 0.3%
Value ($000) $2,057 Shares 59,580 Est. Cost $27.61 Unrealized +20.3%
KVUE KENVUE INC 0.3%
Value ($000) $2,026 Shares 87,652 Est. Cost $20.12 Unrealized -2.4%
IXJ ISHARES GLOBAL HEALTHCARE 0.3%
Value ($000) $1,989 Shares 20,268 Est. Cost $84.18 Unrealized
SHY ISHARES 1-3 YR TREASURY BOND 0.2%
Value ($000) $1,942 Shares 23,355 Est. Cost $82.59 Unrealized
NKE NIKE INC CLASS B 0.2%
Value ($000) $1,897 Shares 21,460 Est. Cost $60.14 Unrealized +26.4%
DE DEERE & COMPANY 0.2%
Value ($000) $1,842 Shares 4,413 Est. Cost $372.15 Unrealized -0.8%
TRV TRAVELERS COMPANIES INC 0.2%
Value ($000) $1,835 Shares 7,840 Est. Cost $107.84 Unrealized +99.7%
CL COLGATE PALMOLIVE CO 0.2%
Value ($000) $1,817 Shares 17,500 Est. Cost $64.56 Unrealized +53.2%
SRE SEMPRA ENERGY 0.2%
Value ($000) $1,750 Shares 20,930 Est. Cost $58.62 Unrealized +30.3%
BLACKROCK INC 0.2%
Value ($000) $1,704 Shares 1,795 Est. Cost $632.87 Unrealized
VGT VANGUARD INFO TECH ETF 0.2%
Value ($000) $1,672 Shares 2,850 Est. Cost $217.23 Unrealized
GUNR FLEXSHARES GLOBAL UPSTREAM NATURAL RESOURCES 0.2%
Value ($000) $1,665 Shares 40,354 Est. Cost $36.77 Unrealized
XLU UTILITIES SELECT SECTOR SPDR 0.2%
Value ($000) $1,663 Shares 20,581 Est. Cost $73.98 Unrealized
GD GENERAL DYNAMICS CORP 0.2%
Value ($000) $1,650 Shares 5,461 Est. Cost $134.34 Unrealized +113.3%
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $1,626 Shares 5,997 Est. Cost $75.29 Unrealized +225.6%
CAG CONAGRA FOODS INC 0.2%
Value ($000) $1,608 Shares 49,437 Est. Cost $30.00 Unrealized -5.9%
NSC NORFOLK SOUTHERN CORP 0.2%
Value ($000) $1,585 Shares 6,380 Est. Cost $123.91 Unrealized +88.0%
MBB ISHARES TR BARCLYS MBS BD 0.2%
Value ($000) $1,544 Shares 16,113 Est. Cost $94.93 Unrealized
DMLP DORCHESTER MINERALS LP 0.2%
Value ($000) $1,507 Shares 50,010 Est. Cost $12.78 Unrealized
ADM ARCHER DANIELS MIDLAND CO 0.2%
Value ($000) $1,501 Shares 25,125 Est. Cost $62.56 Unrealized -7.5%
CRM SALESFORCE INC 0.2%
Value ($000) $1,476 Shares 5,394 Est. Cost $260.91 Unrealized -2.7%
IWM ISHARES RUSSELL 2000 ETF 0.2%
Value ($000) $1,442 Shares 6,529 Est. Cost $156.47 Unrealized
KMI KINDER MORGAN INC 0.2%
Value ($000) $1,441 Shares 65,250 Est. Cost $14.25 Unrealized +39.4%
LAM RESEARCH CORP 0.2%
Value ($000) $1,440 Shares 1,765 Est. Cost $525.11 Unrealized
DHS WISDOMTREE US HIGH DIVIDEND ETF 0.2%
Value ($000) $1,425 Shares 15,191 Est. Cost $70.54 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.2%
Value ($000) $1,408 Shares 7,108 Est. Cost $81.14 Unrealized
BKGI BNY MELLON GLOBAL INFRASTRUCTURE ETF 0.2%
Value ($000) $1,405 Shares 43,216 Est. Cost $31.26 Unrealized
EOG EOG RESOURCES INC 0.2%
Value ($000) $1,397 Shares 11,362 Est. Cost $102.20 Unrealized +17.8%
EZU ISHARES MSCI EUROZONE ETF 0.2%
Value ($000) $1,390 Shares 26,627 Est. Cost $50.63 Unrealized
KMB KIMBERLY CLARK CORP 0.2%
Value ($000) $1,379 Shares 9,694 Est. Cost $101.17 Unrealized +32.6%
ACWI ISHARES MSCI ACWI ETF 0.2%
Value ($000) $1,375 Shares 11,500 Est. Cost $99.22 Unrealized
GOOG ALPHABET INC CLASS C 0.2%
Value ($000) $1,311 Shares 7,840 Est. Cost $108.78 Unrealized +54.7%
FCX FREEPORT MCMORAN INC 0.2%
Value ($000) $1,292 Shares 25,879 Est. Cost $37.25 Unrealized +18.7%
FSLR FIRST SOLAR, INC. 0.2%
Value ($000) $1,247 Shares 5,000 Est. Cost $79.13 Unrealized +184.6%
COP CONOCOPHILLIPS 0.2%
Value ($000) $1,228 Shares 11,662 Est. Cost $47.42 Unrealized +121.6%
XLB MATERIALS SELECT SECTOR SPDR 0.1%
Value ($000) $1,159 Shares 12,022 Est. Cost $55.61 Unrealized
BWA BORGWARNER INC 0.1%
Value ($000) $1,149 Shares 31,675 Est. Cost $36.44 Unrealized -11.4%
VOO VANGUARD S&P 500 ETF 0.1%
Value ($000) $1,149 Shares 2,178 Est. Cost $280.91 Unrealized
VIS VANGUARD INDUSTRIALS ETF 0.1%
Value ($000) $1,144 Shares 4,400 Est. Cost $107.90 Unrealized
QQQ INVESCO QQQ TRUST 0.1%
Value ($000) $1,123 Shares 2,301 Est. Cost $244.42 Unrealized
EFX EQUIFAX INC 0.1%
Value ($000) $1,102 Shares 3,750 Est. Cost $132.13 Unrealized +111.3%
GLD SPDR GOLD SHARES 0.1%
Value ($000) $1,100 Shares 4,525 Est. Cost $126.59 Unrealized
MA MASTERCARD INC CLASS A 0.1%
Value ($000) $1,081 Shares 2,190 Est. Cost $278.91 Unrealized +65.5%
JAAA JANUS DETROIT STREET TR HENDERSON AAA CLO 0.1%
Value ($000) $1,071 Shares 21,043 Est. Cost $50.86 Unrealized
SPYM SPDR PORTFOLIO S&P 500 0.1%
Value ($000) $1,028 Shares 15,224 Est. Cost $52.58 Unrealized
CMCSA COMCAST CORP CLASS A 0.1%
Value ($000) $1,010 Shares 24,184 Est. Cost $31.06 Unrealized +21.5%
VFH VANGUARD FINANCIALS ETF 0.1%
Value ($000) $997 Shares 9,070 Est. Cost $58.04 Unrealized
EWC ISHARES MSCI CANADA ETF 0.1%
Value ($000) $976 Shares 23,516 Est. Cost $35.67 Unrealized
RY ROYAL BANK OF CANADA 0.1%
Value ($000) $959 Shares 7,688 Est. Cost $74.04 Unrealized +55.1%
AMT AMERICAN TOWER CORP 0.1%
Value ($000) $943 Shares 4,055 Est. Cost $203.71 Unrealized +3.5%
WTRG ESSENTIAL UTILITIES INC 0.1%
Value ($000) $927 Shares 24,034 Est. Cost $46.08 Unrealized -14.7%
IVE ISHARES S&P 500 VALUE ETF 0.1%
Value ($000) $909 Shares 4,611 Est. Cost $113.92 Unrealized
SPIB SPDR INTERM CORP BOND ETF 0.1%
Value ($000) $892 Shares 26,466 Est. Cost $32.69 Unrealized
PANW PALO ALTO NETWORKS INC 0.1%
Value ($000) $879 Shares 2,573 Est. Cost $156.55 Unrealized +7.5%
AME AMETEK INC 0.1%
Value ($000) $876 Shares 5,100 Est. Cost $90.92 Unrealized +81.8%
IVW ISHARES S&P 500 GROWTH ETF 0.1%
Value ($000) $871 Shares 9,100 Est. Cost $84.04 Unrealized
NBTB NBT BANCORP INC 0.1%
Value ($000) $871 Shares 19,695 Est. Cost $29.52 Unrealized +52.9%
MCK MCKESSON CORP 0.1%
Value ($000) $870 Shares 1,760 Est. Cost $161.50 Unrealized +242.6%
EXC EXELON CORP 0.1%
Value ($000) $867 Shares 21,391 Est. Cost $22.22 Unrealized +60.9%
AVDV AVANTIS INTERNATIONAL ETF 0.1%
Value ($000) $852 Shares 12,061 Est. Cost $70.67 Unrealized
LEN LENNAR CORP CL A 0.1%
Value ($000) $837 Shares 4,465 Est. Cost $148.71 Unrealized +10.4%
CARR CARRIER GLOBAL CORPORATION 0.1%
Value ($000) $829 Shares 10,300 Est. Cost $30.49 Unrealized +124.7%
BDX BECTON DICKINSON AND COMPANY 0.1%
Value ($000) $826 Shares 3,425 Est. Cost $134.38 Unrealized +69.4%
WM WASTE MANAGEMENT INC 0.1%
Value ($000) $811 Shares 3,907 Est. Cost $112.75 Unrealized +81.2%
GDX VANECK VECTORS GOLD MINERS ETF 0.1%
Value ($000) $796 Shares 20,000 Est. Cost $25.15 Unrealized
MTD METTLER-TOLEDO INTL 0.1%
Value ($000) $750 Shares 500 Est. Cost $722.02 Unrealized +94.4%
BAC BANK OF AMERICA CORPORATION 0.1%
Value ($000) $671 Shares 16,912 Est. Cost $23.56 Unrealized +64.6%
MET METLIFE INC 0.1%
Value ($000) $664 Shares 8,054 Est. Cost $65.34 Unrealized +10.0%
VNQ VANGUARD REIT ETF 0.1%
Value ($000) $661 Shares 6,787 Est. Cost $79.52 Unrealized
IAU ISHARES GOLD TRUST 0.1%
Value ($000) $620 Shares 12,477 Est. Cost $33.70 Unrealized
XLK TECHNOLOGY SELECT SECTOR SPDR ETF 0.1%
Value ($000) $606 Shares 2,684 Est. Cost $68.53 Unrealized
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $593 Shares 7,078 Est. Cost $57.64 Unrealized +26.8%
SPYV SPDR PORTFOLIO S&P 500 VALUE 0.1%
Value ($000) $587 Shares 11,098 Est. Cost $29.37 Unrealized
VGLT VANGUARD LONG TERM TREASURY 0.1%
Value ($000) $558 Shares 9,063 Est. Cost $60.83 Unrealized
PPA INVESCO AEROSPACE & DEFENSE ETF 0.1%
Value ($000) $552 Shares 4,800 Est. Cost $102.72 Unrealized
SPYG SPDR PORTFOLIO S&P500 GROWTH 0.1%
Value ($000) $548 Shares 6,613 Est. Cost $37.24 Unrealized
MDLZ MONDELEZ INTL INC CL A 0.1%
Value ($000) $525 Shares 7,121 Est. Cost $45.07 Unrealized +49.1%
STZ CONSTELLATION BRANDS INC 0.1%
Value ($000) $515 Shares 2,000 Est. Cost $137.47 Unrealized +74.7%
ETN EATON CORP PLC 0.1%
Value ($000) $507 Shares 1,530 Est. Cost $79.40 Unrealized +279.4%
SPGI S&P GLOBAL INC 0.1%
Value ($000) $507 Shares 981 Est. Cost $274.96 Unrealized +78.2%
PHYS SPROTT PHYSICAL GOLD TRUST 0.1%
Value ($000) $502 Shares 24,654 Est. Cost $14.31 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR ETF 0.1%
Value ($000) $486 Shares 3,158 Est. Cost $109.90 Unrealized
GE GE AEROSPACE 0.1%
Value ($000) $478 Shares 2,533 Est. Cost $57.69 Unrealized +191.1%
JSI JANUS HENDERSON SECURITIZED INCOME ETF 0.1%
Value ($000) $477 Shares 9,002 Est. Cost $52.18 Unrealized
VCSH VANGUARD SHORT TERM CORP BOND ETF 0.1%
Value ($000) $472 Shares 5,937 Est. Cost $79.79 Unrealized
WMB WILLIAMS COMPANIES INC 0.1%
Value ($000) $457 Shares 10,000 Est. Cost $20.43 Unrealized +104.4%
VRTX VERTEX PHARMACEUTICALS INC 0.1%
Value ($000) $451 Shares 970 Est. Cost $434.05 Unrealized +10.7%
ESGD ISHARES ESG MSCI EAFE ETF 0.1%
Value ($000) $438 Shares 5,199 Est. Cost $64.32 Unrealized
CMG CHIPOTLE MEXICAN GRILL 0.1%
Value ($000) $437 Shares 7,580 Est. Cost $55.40 Unrealized -0.1%
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $423 Shares 4,060 Est. Cost $59.81 Unrealized +57.9%
NFG NATIONAL FUEL GAS COMPANY 0.1%
Value ($000) $418 Shares 6,900 Est. Cost $53.64 Unrealized +9.0%
ORCL ORACLE CORP 0.1%
Value ($000) $409 Shares 2,400 Est. Cost $47.25 Unrealized +202.8%
ESGE ISHARES ESG MSCI EM ETF 0.0%
Value ($000) $392 Shares 10,767 Est. Cost $36.34 Unrealized
MTB M & T BANK CORP 0.0%
Value ($000) $380 Shares 2,135 Est. Cost $101.35 Unrealized +57.0%
IJK ISHARES S&P MIDCAP 400 GROWTH ETF 0.0%
Value ($000) $372 Shares 4,045 Est. Cost $97.04 Unrealized
VUG VANGUARD GROWTH ETF 0.0%
Value ($000) $367 Shares 955 Est. Cost $240.82 Unrealized
BRK/B BERKSHIRE HATHAWAY INC B 0.0%
Value ($000) $359 Shares 780 Est. Cost $232.81 Unrealized +89.9%
XLY CONSUMER DISCRET SEL SECT SPDR ETF 0.0%
Value ($000) $337 Shares 1,681 Est. Cost $133.43 Unrealized
EIX EDISON INTL 0.0%
Value ($000) $325 Shares 3,727 Est. Cost $51.38 Unrealized +47.9%
AWK AMERICAN WATER WORKS CO INC 0.0%
Value ($000) $292 Shares 2,000 Est. Cost $110.54 Unrealized +24.2%
ZBH ZIMMER HOLDINGS INC 0.0%
Value ($000) $289 Shares 2,680 Est. Cost $130.28 Unrealized -17.4%
IEF ISHARES 7-10 YEAR TSY BOND 0.0%
Value ($000) $287 Shares 2,928 Est. Cost $108.36 Unrealized
BND VANGUARD TOTAL BOND MRKT ETF 0.0%
Value ($000) $284 Shares 3,775 Est. Cost $78.72 Unrealized
ECL ECOLAB INC 0.0%
Value ($000) $281 Shares 1,100 Est. Cost $149.57 Unrealized +61.2%
PAYX PAYCHEX INC 0.0%
Value ($000) $278 Shares 2,075 Est. Cost $92.17 Unrealized +32.3%
USFR WISDOMTREE FLOATING RATE TSY 0.0%
Value ($000) $273 Shares 5,446 Est. Cost $50.31 Unrealized
USMV ISHARES EDGE MSCI MIN VOL USA ETF 0.0%
Value ($000) $262 Shares 2,867 Est. Cost $47.36 Unrealized
ALB ALBEMARLE CORP 0.0%
Value ($000) $259 Shares 2,730 Est. Cost $86.72 Unrealized -0.5%
XLP CONSUMER STAPLES SECTOR SPDR 0.0%
Value ($000) $255 Shares 3,075 Est. Cost $61.44 Unrealized
DG DOLLAR GENERAL CORP 0.0%
Value ($000) $250 Shares 2,960 Est. Cost $137.76 Unrealized -23.0%
NFLX NETFLIX INC 0.0%
Value ($000) $248 Shares 350 Est. Cost $42.66 Unrealized +56.8%
ROP ROPER INDS INC 0.0%
Value ($000) $241 Shares 433 Est. Cost $333.07 Unrealized +63.5%
TSLA TESLA MOTORS INC 0.0%
Value ($000) $238 Shares 908 Est. Cost $199.79 Unrealized +14.1%
GLDM SPDR GOLD MINISHARES 0.0%
Value ($000) $236 Shares 4,532 Est. Cost $40.83 Unrealized
VB VANGUARD SMALLCAP ETF 0.0%
Value ($000) $234 Shares 988 Est. Cost $135.45 Unrealized
FOXA FOX CORP 0.0%
Value ($000) $233 Shares 5,500 Est. Cost $33.56 Unrealized +14.1%
TMP TOMPKINS FINANCIAL CORP 0.0%
Value ($000) $231 Shares 4,000 Est. Cost $46.77 Unrealized +15.0%
VXUS VANGUARD TOTAL INTL STOCK ETF 0.0%
Value ($000) $221 Shares 3,414 Est. Cost $55.09 Unrealized
AEE AMEREN CORPORATION 0.0%
Value ($000) $218 Shares 2,498 Est. Cost $29.40 Unrealized +161.2%
VCLT VANGUARD LONG TERM CORP BONDINDEX FUND ETF 0.0%
Value ($000) $218 Shares 2,688 Est. Cost $78.22 Unrealized
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $217 Shares 1,789 Est. Cost $63.74 Unrealized +72.3%
CHD CHURCH & DWIGHT CO INC 0.0%
Value ($000) $209 Shares 2,000 Est. Cost $66.06 Unrealized +52.7%
BHP BHP GROUP LTD ADR 0.0%
Value ($000) $205 Shares 3,300 Est. Cost $44.58 Unrealized
VBR VANGUARD SMALLCAP VALUE ETF 0.0%
Value ($000) $201 Shares 1,000 Est. Cost $108.04 Unrealized
SGOV ISHARES 0-3 MONTH TREASURY 0.0%
Value ($000) $188 Shares 1,866 Est. Cost $100.46 Unrealized
NVS NOVARTIS AG ADR 0.0%
Value ($000) $187 Shares 1,628 Est. Cost $90.29 Unrealized
MMM 3M COMPANY 0.0%
Value ($000) $181 Shares 1,325 Est. Cost $98.38 Unrealized +21.1%
FIS FIDELITY NATL INFORMATION SV 0.0%
Value ($000) $168 Shares 2,000 Est. Cost $116.22 Unrealized -34.1%
INTC INTEL CORP 0.0%
Value ($000) $167 Shares 7,140 Est. Cost $30.35 Unrealized -18.0%
GEV GE VERNOVA INC 0.0%
Value ($000) $161 Shares 630 Est. Cost $158.10 Unrealized +21.2%
META META PLATFORMS INC 0.0%
Value ($000) $160 Shares 280 Est. Cost $193.66 Unrealized +164.4%
XLI SPDR INDUSTRIALS (XLI) 0.0%
Value ($000) $154 Shares 1,140 Est. Cost $103.47 Unrealized
CROX CROCS INC 0.0%
Value ($000) $150 Shares 1,035 Est. Cost $93.99 Unrealized +45.2%
SO SOUTHERN COMPANY 0.0%
Value ($000) $149 Shares 1,650 Est. Cost $40.88 Unrealized +99.7%
DUK DUKE ENERGY CORP 0.0%
Value ($000) $141 Shares 1,227 Est. Cost $60.37 Unrealized +75.4%
TJX TJX COMPANIES 0.0%
Value ($000) $141 Shares 1,203 Est. Cost $44.76 Unrealized +151.9%
CI CIGNA GROUP 0.0%
Value ($000) $139 Shares 400 Est. Cost $182.59 Unrealized +83.5%
SYY SYSCO CORP 0.0%
Value ($000) $138 Shares 1,765 Est. Cost $33.25 Unrealized +116.9%
BA BOEING COMPANY 0.0%
Value ($000) $137 Shares 900 Est. Cost $134.65 Unrealized +27.3%
XLF SPDR FINANCIAL SELECT SECTOR 0.0%
Value ($000) $135 Shares 2,980 Est. Cost $30.59 Unrealized
TMUS T MOBILE US INC 0.0%
Value ($000) $130 Shares 632 Est. Cost $138.73 Unrealized +35.1%
HDV ISHARES CORE HIGH DIVIDEND 0.0%
Value ($000) $129 Shares 1,100 Est. Cost $88.50 Unrealized
BSV VANGUARD SHORT TERM BOND ETF 0.0%
Value ($000) $127 Shares 1,615 Est. Cost $79.76 Unrealized
DHR DANAHER CORP 0.0%
Value ($000) $121 Shares 435 Est. Cost $148.82 Unrealized +76.3%
NWFL NORWOOD FINANCIAL CORP 0.0%
Value ($000) $110 Shares 3,992 Est. Cost $29.61 Unrealized -9.6%
TM TOYOTA MOTOR CORP 0.0%
Value ($000) $107 Shares 600 Est. Cost $136.08 Unrealized
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $106 Shares 200 Est. Cost $181.39 Unrealized +163.5%
L LOEWS CORP 0.0%
Value ($000) $103 Shares 1,300 Est. Cost $35.50 Unrealized +120.1%
GSST GOLDMAN SACHS ACCESS ULTRAST 0.0%
Value ($000) $101 Shares 2,000 Est. Cost $50.50 Unrealized
IGSB ISHARES SHORT TERM CORP BOND 0.0%
Value ($000) $100 Shares 1,900 Est. Cost $77.37 Unrealized
LDUR PIMCO ENHANCED LOW DURATION 0.0%
Value ($000) $96 Shares 1,000 Est. Cost $101.81 Unrealized
IBTK ISHARES IBONDS DEC 2030 TERM TSY ETF 0.0%
Value ($000) $94 Shares 4,700 Est. Cost $19.57 Unrealized
SNA SNAP ON INC 0.0%
Value ($000) $87 Shares 300 Est. Cost $207.93 Unrealized +27.8%
SLB SLB 0.0%
Value ($000) $85 Shares 2,034 Est. Cost $57.18 Unrealized -25.4%
TD TORONTO DOMINION BANK 0.0%
Value ($000) $82 Shares 1,300 Est. Cost $46.43 Unrealized +27.3%
KHC KRAFT HEINZ COMPANY 0.0%
Value ($000) $82 Shares 2,333 Est. Cost $35.47 Unrealized -10.3%
TDY TELEDYNE TECHNOLOGIES INC 0.0%
Value ($000) $82 Shares 187 Est. Cost $88.71 Unrealized +367.4%
MO ALTRIA GROUP INC 0.0%
Value ($000) $81 Shares 1,595 Est. Cost $29.52 Unrealized +54.2%
BN BROOKFIELD CORP NPV 0.0%
Value ($000) $81 Shares 1,528 Est. Cost $21.90 Unrealized +42.8%
BAX BAXTER INTERNATIONAL INC 0.0%
Value ($000) $80 Shares 2,100 Est. Cost $61.79 Unrealized -42.2%
ADBE ADOBE INC 0.0%
Value ($000) $80 Shares 154 Est. Cost $340.55 Unrealized +61.1%
WFC WELLS FARGO & CO 0.0%
Value ($000) $79 Shares 1,406 Est. Cost $40.08 Unrealized +36.9%
HYG ISHARES IBOXX $ HIGH YIELD CORP BOND ETF 0.0%
Value ($000) $77 Shares 956 Est. Cost $85.91 Unrealized
NGG NATIONAL GRID PLC ADR 0.0%
Value ($000) $75 Shares 1,073 Est. Cost $63.43 Unrealized
CEG CONSTELLATION ENERGY CORP 0.0%
Value ($000) $73 Shares 282 Est. Cost $60.44 Unrealized +226.2%
CTVA CORTEVA INC 0.0%
Value ($000) $72 Shares 1,220 Est. Cost $27.43 Unrealized +96.2%
LIN LINDE PLC 0.0%
Value ($000) $72 Shares 150 Est. Cost $322.30 Unrealized +39.0%
STT STATE STREET CORP 0.0%
Value ($000) $71 Shares 800 Est. Cost $60.59 Unrealized +30.0%
GEHC GE HEALTHCARE TECH 0.0%
Value ($000) $68 Shares 728 Est. Cost $71.08 Unrealized +17.8%
KELLANOVA COMPANY 0.0%
Value ($000) $65 Shares 800 Est. Cost $60.91 Unrealized +12.3%
SLV ISHARES SILVER TRUST 0.0%
Value ($000) $60 Shares 2,110 Est. Cost $15.59 Unrealized
WTM WHITE MTNS INS GROUP LTD 0.0%
Value ($000) $58 Shares 34 Est. Cost $1090.77 Unrealized +59.9%
PFIS PEOPLES FINL SVCS CORP 0.0%
Value ($000) $57 Shares 1,218 Est. Cost $33.02 Unrealized +30.0%
MPC MARATHON PETROLEUM CORP 0.0%
Value ($000) $56 Shares 344 Est. Cost $37.88 Unrealized +332.8%
NUVEEN AMT FREE MUNI CR INC 0.0%
Value ($000) $54 Shares 4,000 Est. Cost $12.77 Unrealized
PAA PLAINS ALL AMERICAN PIPELINE 0.0%
Value ($000) $52 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) $50 Shares 857 Est. Cost $49.63 Unrealized +3.1%
F FORD MOTOR COMPANY 0.0%
Value ($000) $46 Shares 4,400 Est. Cost $9.70 Unrealized +7.6%
ORANY ORANGE SA ADR 0.0%
Value ($000) $46 Shares 4,000 Est. Cost $11.00 Unrealized
AMCOR PLC 0.0%
Value ($000) $46 Shares 4,020 Est. Cost $8.76 Unrealized +15.6%
ENB ENBRIDGE INC 0.0%
Value ($000) $44 Shares 1,088 Est. Cost $22.08 Unrealized +60.9%
FBIN FORTUNE BRANDS HOME & SEC 0.0%
Value ($000) $43 Shares 480 Est. Cost $57.83 Unrealized +28.8%
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $42 Shares 400 Est. Cost $47.48 Unrealized +95.9%
INVESCO MUNICIPAL TRUST 0.0%
Value ($000) $41 Shares 4,000 Est. Cost $9.98 Unrealized
MUSA MURPHY USA INC 0.0%
Value ($000) $40 Shares 82 Est. Cost $184.28 Unrealized +170.3%
SRLN SPDR BLACKSTONE/GSO SENIOR LOAN ETF 0.0%
Value ($000) $40 Shares 955 Est. Cost $46.07 Unrealized
HSY HERSHEY CO 0.0%
Value ($000) $38 Shares 200 Est. Cost $102.74 Unrealized +81.1%
ICLN ISHARES GLOBAL CLEAN ENERGY 0.0%
Value ($000) $38 Shares 2,600 Est. Cost $23.42 Unrealized
MDT MEDTRONIC PLC 0.0%
Value ($000) $36 Shares 400 Est. Cost $68.60 Unrealized +17.8%
OKE ONEOK INC 0.0%
Value ($000) $36 Shares 394 Est. Cost $32.05 Unrealized +154.3%
EMN EASTMAN CHEMICAL CO 0.0%
Value ($000) $35 Shares 316 Est. Cost $54.23 Unrealized +73.7%
PRU PRUDENTIAL FINANCIAL INC 0.0%
Value ($000) $33 Shares 273 Est. Cost $53.73 Unrealized +105.8%
MLPA GLOBAL X MLP ETF 0.0%
Value ($000) $33 Shares 680 Est. Cost $39.71 Unrealized
EPD ENTERPRISE PRODS PARTNERS LP 0.0%
Value ($000) $32 Shares 1,098 Est. Cost $24.40 Unrealized
TS TENARIS SA ADR 0.0%
Value ($000) $32 Shares 1,000 Est. Cost $30.06 Unrealized
UBS UBS GROUP AG 0.0%
Value ($000) $31 Shares 1,000 Est. Cost $15.37 Unrealized +95.5%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.0%
Value ($000) $31 Shares 580 Est. Cost $41.50 Unrealized
AFL AFLAC INC 0.0%
Value ($000) $31 Shares 273 Est. Cost $50.12 Unrealized +97.0%
PHM PULTE GROUP INC 0.0%
Value ($000) $30 Shares 210 Est. Cost $41.81 Unrealized +200.8%
SPSM SPDR PORTFOLIO SMALLCAP ETF 0.0%
Value ($000) $29 Shares 638 Est. Cost $33.36 Unrealized
SCHP SCHWAB US TIPS ETF 0.0%
Value ($000) $28 Shares 526 Est. Cost $52.20 Unrealized
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $28 Shares 655 Est. Cost $13.89 Unrealized +177.9%
GAP GAP INC 0.0%
Value ($000) $28 Shares 1,254 Est. Cost $22.43 Unrealized -5.3%
ET ENERGY TRANSFER EQUITY LP 0.0%
Value ($000) $27 Shares 1,700 Est. Cost $12.92 Unrealized
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $27 Shares 100 Est. Cost $181.80 Unrealized +42.7%
PPG PPG INDUSTRIES INC 0.0%
Value ($000) $26 Shares 200 Est. Cost $93.16 Unrealized +31.0%
MU MICRON TECHNOLOGY 0.0%
Value ($000) $26 Shares 250 Est. Cost $64.41 Unrealized +61.4%
IGIB ISHARES INTERMEDIATE CREDIT BOND ETF 0.0%
Value ($000) $25 Shares 468 Est. Cost $64.85 Unrealized
ZBRA ZEBRA TECHNOLOGIES CORP CL A 0.0%
Value ($000) $25 Shares 67 Est. Cost $336.52 Unrealized -0.2%
O REALTY INCOME CORP 0.0%
Value ($000) $24 Shares 380 Est. Cost $46.73 Unrealized +17.7%
JBL JABIL CIRCUIT INC. 0.0%
Value ($000) $24 Shares 200 Est. Cost $31.79 Unrealized +240.8%
IQV IQVIA HLDGS INC 0.0%
Value ($000) $24 Shares 100 Est. Cost $127.87 Unrealized +84.6%
BP BP PLC ADR 0.0%
Value ($000) $23 Shares 738 Est. Cost $37.48 Unrealized
IJT ISHARES TR INDEX S&P SMLCP GROW 0.0%
Value ($000) $22 Shares 160 Est. Cost $128.43 Unrealized
FDX FEDEX CORP 0.0%
Value ($000) $22 Shares 80 Est. Cost $226.10 Unrealized +24.4%
WBS WEBSTER FINANCIAL CORP 0.0%
Value ($000) $22 Shares 463 Est. Cost $59.37 Unrealized -22.7%
ARCC ARES CAPITAL CORPORATION 0.0%
Value ($000) $21 Shares 1,000 Est. Cost $14.66 Unrealized +24.4%
TSLX SIXTH ST SPECIALTY LENDING 0.0%
Value ($000) $21 Shares 1,000 Est. Cost $19.22 Unrealized +9.4%
AMAT APPLIED MATERIALS INC 0.0%
Value ($000) $20 Shares 100 Est. Cost $117.06 Unrealized +72.9%
RSG REPUBLIC SERVICES INC 0.0%
Value ($000) $20 Shares 100 Est. Cost $83.07 Unrealized +138.3%
J JACOBS SOLUTIONS INC 0.0%
Value ($000) $20 Shares 150 Est. Cost $100.68 Unrealized +18.2%
CPB CAMPBELL SOUP CO 0.0%
Value ($000) $20 Shares 400 Est. Cost $47.12 Unrealized -1.9%
IP INTERNATIONAL PAPER CO 0.0%
Value ($000) $20 Shares 400 Est. Cost $33.78 Unrealized +30.8%
LQD ISHARES IBOXX $ INVMT GRADE CORP BOND ETF 0.0%
Value ($000) $19 Shares 170 Est. Cost $122.30 Unrealized
ALL THE ALLSTATE CORPORATION 0.0%
Value ($000) $19 Shares 100 Est. Cost $98.38 Unrealized +75.7%
ARI APOLLO COMM REAL ESTATE 0.0%
Value ($000) $18 Shares 2,000 Est. Cost $10.50 Unrealized
BAM BROOKFIELD ASSET MGMT LTD 0.0%
Value ($000) $18 Shares 382 Est. Cost $27.10 Unrealized +48.0%
COHR COHERENT CORP 0.0%
Value ($000) $18 Shares 200 Est. Cost $47.89 Unrealized +56.0%
SOLV SOLVENTUM CORP 0.0%
Value ($000) $17 Shares 250 Est. Cost $60.70 Unrealized -0.9%
MOH MOLINA HEALTHCARE INC 0.0%
Value ($000) $17 Shares 50 Est. Cost $206.44 Unrealized +59.8%
LIBERTY ALL STAR EQUITY FD 0.0%
Value ($000) $17 Shares 2,402 Est. Cost $6.80 Unrealized
FNV FRANCO NEVADA CORP 0.0%
Value ($000) $16 Shares 132 Est. Cost $44.81 Unrealized +173.6%
OCSL OAKTREE SPECIALTY LENDING 0.0%
Value ($000) $16 Shares 1,000 Est. Cost $19.92 Unrealized -14.0%
BSCS INVESCO BULLETSHARES 2028 CORP BOND 0.0%
Value ($000) $16 Shares 785 Est. Cost $20.28 Unrealized
ESGU ISHARES TR ESG MSCI USA ETF (ESGU) 0.0%
Value ($000) $16 Shares 125 Est. Cost $79.45 Unrealized
BSCX INVESCO BULLETSHARES 2033 CORP BOND ETF 0.0%
Value ($000) $15 Shares 685 Est. Cost $20.84 Unrealized
MEDP MEDPACE HOLDINGS INC 0.0%
Value ($000) $13 Shares 40 Est. Cost $206.82 Unrealized +83.7%
XLC SELECT SECTOR SPDR TR COMMUNICATION 0.0%
Value ($000) $13 Shares 139 Est. Cost $64.78 Unrealized
HTGC HERCULES CAPITAL INC 0.0%
Value ($000) $12 Shares 625 Est. Cost $15.82 Unrealized +24.5%
SPH SUBURBAN PROPANE PARTNERS LP 0.0%
Value ($000) $12 Shares 660 Est. Cost $15.46 Unrealized
BCE BCE INC 0.0%
Value ($000) $12 Shares 340 Est. Cost $33.07 Unrealized -8.0%
VPU VANGUARD UTILITIES ETF 0.0%
Value ($000) $11 Shares 65 Est. Cost $104.37 Unrealized
MUR MURPHY OIL CORPORATION 0.0%
Value ($000) $11 Shares 328 Est. Cost $30.71 Unrealized +14.1%
DGII DIGI INTL INC 0.0%
Value ($000) $11 Shares 400 Est. Cost $10.69 Unrealized +146.6%
ESE ESCO TECHNOLOGIES 0.0%
Value ($000) $11 Shares 84 Est. Cost $85.44 Unrealized +37.5%
EL ESTEE LAUDER COMP INC CL A 0.0%
Value ($000) $10 Shares 100 Est. Cost $175.92 Unrealized -47.6%
AGCO AGCO CORP 0.0%
Value ($000) $10 Shares 100 Est. Cost $64.19 Unrealized +42.6%
HMC HONDA MOTOR CO LTD ADR 0.0%
Value ($000) $10 Shares 300 Est. Cost $31.72 Unrealized
BK BANK OF NEW YORK MELLON CORP 0.0%
Value ($000) $9 Shares 125 Est. Cost $32.93 Unrealized +93.9%
GM GENERAL MOTORS CO 0.0%
Value ($000) $9 Shares 200 Est. Cost $36.67 Unrealized +24.6%
MBC MASTERBRAND INC 0.0%
Value ($000) $9 Shares 480 Est. Cost $8.19 Unrealized +98.9%
SUSB ISHARES TR ESG AWRE 1 5 YR 0.0%
Value ($000) $9 Shares 350 Est. Cost $25.32 Unrealized
JUST GOLDMAN SACHS JUST US LARGE CAP EQUITY ETF 0.0%
Value ($000) $9 Shares 105 Est. Cost $58.40 Unrealized
KEY KEYCORP 0.0%
Value ($000) $8 Shares 500 Est. Cost $10.83 Unrealized +37.3%
NXST NEXSTAR MEDIA GROUP INC 0.0%
Value ($000) $8 Shares 50 Est. Cost $111.16 Unrealized +42.7%
SUSC ISHARES ESG USD CORP BOND 0.0%
Value ($000) $8 Shares 346 Est. Cost $23.01 Unrealized
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $8 Shares 73 Est. Cost $59.26 Unrealized +72.7%
DKNG DRAFTKINGS INC CL A 0.0%
Value ($000) $8 Shares 200 Est. Cost $14.08 Unrealized +156.5%
STAG STAG INDL INC 0.0%
Value ($000) $8 Shares 200 Est. Cost $30.00 Unrealized
WAB WABTEC CORP 0.0%
Value ($000) $8 Shares 43 Est. Cost $95.65 Unrealized +70.4%
HOG HARLEY DAVIDSON INC 0.0%
Value ($000) $8 Shares 200 Est. Cost $61.89 Unrealized -41.4%
EMNT PIMCO ENHANCED SHORT MAT ESG 0.0%
Value ($000) $7 Shares 75 Est. Cost $100.77 Unrealized
BSCT INVESCO BULLETSHS CORP ETF 0.0%
Value ($000) $7 Shares 380 Est. Cost $18.54 Unrealized
VALE VALE SA SPONSORED ADS 0.0%
Value ($000) $7 Shares 600 Est. Cost $15.86 Unrealized
DJT TRUMP MEDIA & TECH GROUP 0.0%
Value ($000) $7 Shares 425 Est. Cost $38.79 Unrealized -37.5%
INFU INFUSYSTEMS HOLDINGS INC 0.0%
Value ($000) $7 Shares 1,000 Est. Cost $3.18 Unrealized +103.8%
PBW INVESCO WILDERHILL CLEAN ENERGY ETF 0.0%
Value ($000) $6 Shares 323 Est. Cost $44.50 Unrealized
EQT EQT CORPORATION 0.0%
Value ($000) $6 Shares 175 Est. Cost $33.40 Unrealized 0.0%
FPE FIRST TR PFD SEC AND INC 0.0%
Value ($000) $6 Shares 352 Est. Cost $17.31 Unrealized
FISI FINANCIAL INSTITUTIONS INC 0.0%
Value ($000) $6 Shares 250 Est. Cost $17.92 Unrealized +24.8%
MTG MGIC INVESTMENT CORP 0.0%
Value ($000) $6 Shares 238 Est. Cost $19.95 Unrealized +20.8%
DCOM DIME CMNTY BANCSHARES INC 0.0%
Value ($000) $6 Shares 200 Est. Cost $23.82 Unrealized -3.3%
NWL NEWELL RUBBERMAID INC 0.0%
Value ($000) $6 Shares 725 Est. Cost $12.43 Unrealized -46.3%
GABELLI EQUITY TR INC 0.0%
Value ($000) $5 Shares 1,000 Est. Cost $5.00 Unrealized
RDDT REDDIT CLASS A 0.0%
Value ($000) $5 Shares 80 Est. Cost $52.71 Unrealized +17.3%
CPNG COUPANG INC CL A 0.0%
Value ($000) $5 Shares 200 Est. Cost $17.65 Unrealized +26.0%
SJM JM SMUCKER COMPANY 0.0%
Value ($000) $5 Shares 38 Est. Cost $136.97 Unrealized -18.5%
RBBN RIBBONS COMMUNICATIONS INC 0.0%
Value ($000) $5 Shares 1,400 Est. Cost $8.28 Unrealized -60.8%
ZIMVIE INC 0.0%
Value ($000) $4 Shares 260 Est. Cost $21.84 Unrealized
BARRICK GOLD CORPORATION 0.0%
Value ($000) $4 Shares 200 Est. Cost $16.85 Unrealized
AIM IMMUNOTECH INC 0.0%
Value ($000) $3 Shares 13,226 Est. Cost $2.27 Unrealized
MRNA MODERNA INC 0.0%
Value ($000) $3 Shares 50 Est. Cost $164.97 Unrealized -44.3%
CRBN ISHARES MSCI ACWI LOW CARBON 0.0%
Value ($000) $3 Shares 17 Est. Cost $171.43 Unrealized
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
CRSP CRISPR THERAPEUTICS AG 0.0%
Value ($000) $2 Shares 50 Est. Cost $71.59 Unrealized -29.1%
PLUG PLUG POWER INC 0.0%
Value ($000) $2 Shares 1,000 Est. Cost $2.24 Unrealized 0.0%
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) $1 Shares 299 Est. Cost $7.80 Unrealized
UAA UNDER ARMOUR INC CL A 0.0%
Value ($000) $1 Shares 150 Est. Cost $7.96 Unrealized -6.5%
LPRO OPEN LENDING CORP 0.0%
Value ($000) $1 Shares 200 Est. Cost $7.04 Unrealized -18.2%
REGULUS THERAPEUTICS INC 0.0%
Value ($000) $1 Shares 690 Est. Cost $1.45 Unrealized
WDS WOODSIDE ENERGY GROUP LTD 0.0%
Value ($000) $1 Shares 54 Est. Cost $20.00 Unrealized
FLG NEW YORK COMMUNITY BANCORP 0.0%
Value ($000) $1 Shares 58 Est. Cost $10.59 Unrealized 0.0%
CEL SCI CORP 0.0%
Value ($000) $1 Shares 500 Est. Cost $8.92 Unrealized
OXY/WS OCCIDENTAL PETE CORP star W EXP 08/03/2027 0.0%
Value ($000) $0 Shares 14 Est. Cost $41.00 Unrealized
KD KYNDRYL HOLDINGS INC 0.0%
Value ($000) $0 Shares 10 Est. Cost $21.59 Unrealized +13.0%
BB BLACKBERRY LTD NPV 0.0%
Value ($000) $0 Shares 83 Est. Cost $5.49 Unrealized -56.6%
OGN ORGANON & CO 0.0%
Value ($000) $0 Shares 8 Est. Cost $26.93 Unrealized -26.8%
AGEN AGENUS INC 0.0%
Value ($000) $0 Shares 15 Est. Cost $12.08 Unrealized -38.1%
GABELLI UTILITY TR 10/21/24 0.0%
Value ($000) $0 Shares 330 Est. Cost $0.02 Unrealized