Community Bank, N.A. Diversified Active

CIK: 0001632187 · Show all filings

Period: Q4 2024 (← Previous) (Next →)

Filing Date: Feb 11, 2025

Total Value ($000): $779,800 (100.0% shares, 0.0% debt)

Holdings (389)

AAPL APPLE INC 12.5%
Value ($000) $97,788 Shares 390,498 Est. Cost $86.95 Unrealized +169.7%
IVV ISHARES CORE S&P 500 ETF 7.4%
Value ($000) $57,461 Shares 97,611 Est. Cost $258.79 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 3.4%
Value ($000) $26,643 Shares 379,097 Est. Cost $61.16 Unrealized
MSFT MICROSOFT CORP 3.3%
Value ($000) $25,966 Shares 61,605 Est. Cost $75.82 Unrealized +457.0%
IBM INTL BUSINESS MACHINES CORP 2.9%
Value ($000) $22,232 Shares 101,131 Est. Cost $100.05 Unrealized +116.2%
VTI VANGUARD TOTAL STOCK MARKET ETF 2.4%
Value ($000) $18,831 Shares 64,978 Est. Cost $104.59 Unrealized
JPM JPMORGAN CHASE & CO 2.3%
Value ($000) $18,175 Shares 75,821 Est. Cost $66.89 Unrealized +240.9%
IJR ISHARES CORE S&P SMALLCAP ETF 1.7%
Value ($000) $13,393 Shares 116,238 Est. Cost $92.08 Unrealized
BMY BRISTOL MYERS SQUIBB COMPANY 1.6%
Value ($000) $12,609 Shares 222,927 Est. Cost $44.73 Unrealized +17.6%
AVGO BROADCOM INC 1.5%
Value ($000) $11,457 Shares 49,418 Est. Cost $146.86 Unrealized +24.5%
MRK MERCK & COMPANY INC 1.4%
Value ($000) $11,003 Shares 110,608 Est. Cost $46.61 Unrealized +111.8%
IJH ISHARES CORE S&P MIDCAP ETF 1.3%
Value ($000) $10,170 Shares 163,220 Est. Cost $98.42 Unrealized
CSCO CISCO SYSTEMS INC 1.3%
Value ($000) $10,012 Shares 169,121 Est. Cost $22.52 Unrealized +145.8%
WMT WAL MART STORES INC 1.3%
Value ($000) $9,877 Shares 109,325 Est. Cost $46.06 Unrealized +86.3%
SPY SPDR S&P 500 ETF 1.2%
Value ($000) $9,657 Shares 16,478 Est. Cost $216.71 Unrealized
PEP PEPSICO INC 1.2%
Value ($000) $9,540 Shares 62,736 Est. Cost $81.63 Unrealized +91.8%
JEPI JPMORGAN EQUITY PREMIUM INC 1.2%
Value ($000) $9,164 Shares 159,319 Est. Cost $56.44 Unrealized
ABBV ABBVIE INC 1.2%
Value ($000) $9,056 Shares 50,960 Est. Cost $45.10 Unrealized +293.4%
IWF ISHARES RUSSELL 1000 GROWTH ETF 1.2%
Value ($000) $9,036 Shares 22,503 Est. Cost $105.45 Unrealized
PG PROCTER & GAMBLE CO 1.1%
Value ($000) $8,764 Shares 52,275 Est. Cost $71.44 Unrealized +132.0%
GOOGL ALPHABET INC CLASS A 1.1%
Value ($000) $8,741 Shares 46,173 Est. Cost $114.24 Unrealized +52.4%
AMZN AMAZON.COM INC 1.1%
Value ($000) $8,398 Shares 38,278 Est. Cost $132.45 Unrealized +54.5%
VZ VERIZON COMMUNICATIONS 1.1%
Value ($000) $8,283 Shares 207,176 Est. Cost $32.61 Unrealized +20.8%
NVDA NVIDIA CORPORATION 1.0%
Value ($000) $7,782 Shares 57,951 Est. Cost $92.86 Unrealized +48.4%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.9%
Value ($000) $7,163 Shares 137,163 Est. Cost $54.59 Unrealized
CBU COMMUNITY FINANCIAL SYS INC 0.9%
Value ($000) $7,152 Shares 115,949 Est. Cost $48.63 Unrealized +26.8%
MDY SPDR S&P MIDCAP 400 ETF 0.9%
Value ($000) $6,738 Shares 11,830 Est. Cost $264.61 Unrealized
EMR EMERSON ELECTRIC CO 0.9%
Value ($000) $6,728 Shares 54,292 Est. Cost $54.68 Unrealized +117.7%
JNJ JOHNSON & JOHNSON 0.8%
Value ($000) $6,627 Shares 45,821 Est. Cost $87.83 Unrealized +70.3%
KO COCA COLA COMPANY 0.8%
Value ($000) $6,235 Shares 100,140 Est. Cost $33.09 Unrealized +90.6%
XOM EXXON MOBIL CORP 0.8%
Value ($000) $6,135 Shares 57,035 Est. Cost $64.19 Unrealized +75.0%
CAT CATERPILLAR INC 0.8%
Value ($000) $6,035 Shares 16,635 Est. Cost $111.24 Unrealized +243.2%
PEG PUBLIC SVC ENTERPRISE GROUP 0.7%
Value ($000) $5,502 Shares 65,119 Est. Cost $30.88 Unrealized +176.2%
IWD ISHARES RUSSELL 1000 VALUE 0.7%
Value ($000) $5,383 Shares 29,079 Est. Cost $119.47 Unrealized
TXN TEXAS INSTRUMENTS INC 0.6%
Value ($000) $5,029 Shares 26,820 Est. Cost $66.26 Unrealized +191.5%
ITW ILLINOIS TOOL WORKS INC 0.6%
Value ($000) $4,994 Shares 19,697 Est. Cost $75.08 Unrealized +242.7%
LOW LOWES COMPANIES INC 0.6%
Value ($000) $4,981 Shares 20,181 Est. Cost $76.56 Unrealized +241.6%
CVX CHEVRON CORP 0.6%
Value ($000) $4,955 Shares 34,213 Est. Cost $73.96 Unrealized +96.7%
UPS UNITED PARCEL SERVICE CL B 0.6%
Value ($000) $4,799 Shares 38,061 Est. Cost $96.67 Unrealized +26.6%
QCOM QUALCOMM INC 0.6%
Value ($000) $4,799 Shares 31,237 Est. Cost $96.05 Unrealized +66.1%
IWS ISHARES RUSSELL MIDCAP VALUE 0.6%
Value ($000) $4,624 Shares 35,748 Est. Cost $74.78 Unrealized
ABT ABBOTT LABORATORIES 0.6%
Value ($000) $4,496 Shares 39,753 Est. Cost $48.59 Unrealized +133.2%
GLW CORNING INC 0.6%
Value ($000) $4,384 Shares 92,253 Est. Cost $28.00 Unrealized +65.5%
V VISA INC CLASS A 0.6%
Value ($000) $4,332 Shares 13,708 Est. Cost $158.12 Unrealized +88.7%
RTX RTX CORP 0.5%
Value ($000) $4,275 Shares 36,944 Est. Cost $60.55 Unrealized +95.3%
MCD MCDONALDS CORP 0.5%
Value ($000) $4,126 Shares 14,235 Est. Cost $113.91 Unrealized +154.8%
AMGN AMGEN INC 0.5%
Value ($000) $4,119 Shares 15,804 Est. Cost $166.53 Unrealized +71.8%
CB CHUBB LTD 0.5%
Value ($000) $4,024 Shares 14,563 Est. Cost $131.58 Unrealized +113.8%
NUE NUCOR CORP 0.5%
Value ($000) $4,021 Shares 34,452 Est. Cost $39.54 Unrealized +256.3%
CMI CUMMINS INC 0.5%
Value ($000) $3,946 Shares 11,321 Est. Cost $107.29 Unrealized +220.1%
NEE NEXTERA ENERGY INC 0.5%
Value ($000) $3,913 Shares 54,583 Est. Cost $56.66 Unrealized +32.4%
HD HOME DEPOT INC 0.5%
Value ($000) $3,721 Shares 9,566 Est. Cost $148.97 Unrealized +166.7%
OMC OMNICOM GROUP INC 0.5%
Value ($000) $3,598 Shares 41,815 Est. Cost $56.04 Unrealized +69.3%
TFC TRUIST FINANCIAL CORP 0.5%
Value ($000) $3,589 Shares 82,725 Est. Cost $38.16 Unrealized +10.9%
UNH UNITEDHEALTH GROUP INC 0.5%
Value ($000) $3,575 Shares 7,068 Est. Cost $148.61 Unrealized +272.0%
AEP AMERICAN ELECTRIC POWER CO 0.5%
Value ($000) $3,543 Shares 38,417 Est. Cost $69.98 Unrealized +33.1%
ADP AUTOMATIC DATA PROCESSING 0.4%
Value ($000) $3,490 Shares 11,922 Est. Cost $68.31 Unrealized +321.5%
SCHA SCHWAB US SMALL CAP ETF 0.4%
Value ($000) $3,463 Shares 133,918 Est. Cost $40.61 Unrealized
T AT&T INC 0.4%
Value ($000) $3,421 Shares 150,236 Est. Cost $13.62 Unrealized +57.9%
PFF ISHARES US PREFERRED STOCK 0.4%
Value ($000) $3,352 Shares 106,657 Est. Cost $35.31 Unrealized
LMT LOCKHEED MARTIN CORP 0.4%
Value ($000) $3,182 Shares 6,548 Est. Cost $312.63 Unrealized +68.6%
MS MORGAN STANLEY 0.4%
Value ($000) $2,840 Shares 22,593 Est. Cost $67.39 Unrealized +77.3%
FLCA FRANKLIN FTSE CANADA 0.4%
Value ($000) $2,818 Shares 77,004 Est. Cost $34.24 Unrealized
AVUV AVANTIS US SMALLCAP VALUE 0.4%
Value ($000) $2,815 Shares 29,163 Est. Cost $93.81 Unrealized
APD AIR PRODUCTS & CHEMICALS INC 0.3%
Value ($000) $2,704 Shares 9,322 Est. Cost $209.16 Unrealized +45.3%
SBUX STARBUCKS CORP 0.3%
Value ($000) $2,689 Shares 29,471 Est. Cost $77.21 Unrealized +21.7%
XLE ENERGY SELECT SECTOR SPDR 0.3%
Value ($000) $2,644 Shares 30,869 Est. Cost $42.37 Unrealized
HON HONEYWELL INTL INC 0.3%
Value ($000) $2,625 Shares 11,621 Est. Cost $130.24 Unrealized +56.3%
TGT TARGET CORP 0.3%
Value ($000) $2,590 Shares 19,162 Est. Cost $137.54 Unrealized -0.6%
DIS WALT DISNEY CO 0.3%
Value ($000) $2,564 Shares 23,028 Est. Cost $96.29 Unrealized +7.5%
EMXC ISHARES MSCI EM EX CHINA 0.3%
Value ($000) $2,533 Shares 45,682 Est. Cost $55.32 Unrealized
DD DUPONT DE NEMOURS INC 0.3%
Value ($000) $2,391 Shares 31,362 Est. Cost $26.11 Unrealized +29.6%
SYK STRYKER CORP 0.3%
Value ($000) $2,374 Shares 6,594 Est. Cost $120.40 Unrealized +204.3%
LLY ELI LILLY AND COMPANY 0.3%
Value ($000) $2,331 Shares 3,020 Est. Cost $179.19 Unrealized +358.3%
EFA ISHARES MSCI EAFE ETF 0.3%
Value ($000) $2,321 Shares 30,700 Est. Cost $61.36 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.3%
Value ($000) $2,311 Shares 4,443 Est. Cost $408.59 Unrealized +34.0%
PSX PHILLIPS 66 0.3%
Value ($000) $2,296 Shares 20,157 Est. Cost $73.06 Unrealized +67.0%
ACWX ISHARES MSCI ACWI EX US ETF 0.3%
Value ($000) $2,256 Shares 43,255 Est. Cost $48.54 Unrealized
PNC PNC FINL SVCS GROUP INC 0.3%
Value ($000) $2,243 Shares 11,630 Est. Cost $102.44 Unrealized +84.8%
ELV ELEVANCE HEALTH INC 0.3%
Value ($000) $2,223 Shares 6,025 Est. Cost $358.21 Unrealized +14.3%
SHY ISHARES 1-3 YR TREASURY BOND 0.3%
Value ($000) $2,147 Shares 26,193 Est. Cost $82.52 Unrealized
UNP UNION PACIFIC CORP 0.3%
Value ($000) $2,131 Shares 9,344 Est. Cost $154.36 Unrealized +49.2%
LRCX LAM RESEARCH CORP 0.3%
Value ($000) $2,130 Shares 29,489 Est. Cost $74.98 Unrealized 0.0%
PFE PFIZER INC 0.3%
Value ($000) $2,067 Shares 77,952 Est. Cost $22.56 Unrealized +11.3%
DE DEERE & COMPANY 0.2%
Value ($000) $1,939 Shares 4,576 Est. Cost $373.64 Unrealized +10.8%
CSX CSX CORP 0.2%
Value ($000) $1,923 Shares 59,580 Est. Cost $27.61 Unrealized +22.0%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.2%
Value ($000) $1,908 Shares 43,319 Est. Cost $41.71 Unrealized
CRM SALESFORCE INC 0.2%
Value ($000) $1,848 Shares 5,529 Est. Cost $262.28 Unrealized +20.8%
KVUE KENVUE INC 0.2%
Value ($000) $1,843 Shares 86,372 Est. Cost $20.12 Unrealized +7.7%
BLK BLACKROCK INC 0.2%
Value ($000) $1,840 Shares 1,795 Est. Cost $991.05 Unrealized 0.0%
TRV TRAVELERS COMPANIES INC 0.2%
Value ($000) $1,838 Shares 7,631 Est. Cost $107.84 Unrealized +127.1%
SRE SEMPRA ENERGY 0.2%
Value ($000) $1,836 Shares 20,930 Est. Cost $58.62 Unrealized +43.8%
GIS GENERAL MILLS INC 0.2%
Value ($000) $1,829 Shares 28,687 Est. Cost $40.25 Unrealized +59.2%
VGT VANGUARD INFO TECH ETF 0.2%
Value ($000) $1,772 Shares 2,850 Est. Cost $217.23 Unrealized
USB US BANCORP 0.2%
Value ($000) $1,760 Shares 36,812 Est. Cost $33.22 Unrealized +40.4%
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $1,755 Shares 5,912 Est. Cost $75.29 Unrealized +276.6%
KMI KINDER MORGAN INC 0.2%
Value ($000) $1,740 Shares 63,510 Est. Cost $14.25 Unrealized +74.6%
DMLP DORCHESTER MINERALS LP 0.2%
Value ($000) $1,666 Shares 50,010 Est. Cost $12.78 Unrealized
CL COLGATE PALMOLIVE CO 0.2%
Value ($000) $1,591 Shares 17,500 Est. Cost $64.56 Unrealized +44.2%
XLU UTILITIES SELECT SECTOR SPDR 0.2%
Value ($000) $1,553 Shares 20,523 Est. Cost $73.98 Unrealized
MBB ISHARES TR BARCLYS MBS BD 0.2%
Value ($000) $1,543 Shares 16,831 Est. Cost $94.79 Unrealized
EOG EOG RESOURCES INC 0.2%
Value ($000) $1,526 Shares 12,452 Est. Cost $104.05 Unrealized +18.5%
ADM ARCHER DANIELS MIDLAND CO 0.2%
Value ($000) $1,499 Shares 29,671 Est. Cost $60.91 Unrealized -15.0%
GOOG ALPHABET INC CLASS C 0.2%
Value ($000) $1,493 Shares 7,840 Est. Cost $108.78 Unrealized +61.5%
NSC NORFOLK SOUTHERN CORP 0.2%
Value ($000) $1,492 Shares 6,355 Est. Cost $123.91 Unrealized +100.5%
GUNR FLEXSHARES GLOBAL UPSTREAM NATURAL RESOURCES 0.2%
Value ($000) $1,473 Shares 40,499 Est. Cost $36.77 Unrealized
GD GENERAL DYNAMICS CORP 0.2%
Value ($000) $1,465 Shares 5,561 Est. Cost $137.00 Unrealized +105.8%
IWM ISHARES RUSSELL 2000 ETF 0.2%
Value ($000) $1,433 Shares 6,486 Est. Cost $156.47 Unrealized
NKE NIKE INC CLASS B 0.2%
Value ($000) $1,426 Shares 18,840 Est. Cost $60.14 Unrealized +27.2%
DHS WISDOMTREE US HIGH DIVIDEND ETF 0.2%
Value ($000) $1,418 Shares 15,191 Est. Cost $70.54 Unrealized
CAG CONAGRA FOODS INC 0.2%
Value ($000) $1,394 Shares 50,232 Est. Cost $29.95 Unrealized -11.7%
DOW DOW INC 0.2%
Value ($000) $1,392 Shares 34,699 Est. Cost $35.28 Unrealized +21.7%
CVS CVS HEALTH CORP 0.2%
Value ($000) $1,371 Shares 30,541 Est. Cost $58.59 Unrealized -8.4%
ACWI ISHARES MSCI ACWI ETF 0.2%
Value ($000) $1,351 Shares 11,500 Est. Cost $99.22 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.2%
Value ($000) $1,343 Shares 6,858 Est. Cost $81.14 Unrealized
BKGI BNY MELLON GLOBAL INFRASTRUCTURE ETF 0.2%
Value ($000) $1,309 Shares 43,446 Est. Cost $31.26 Unrealized
KCE SPDR S&P CAPITAL MARKETS 0.2%
Value ($000) $1,299 Shares 9,433 Est. Cost $137.70 Unrealized
FCX FREEPORT MCMORAN INC 0.2%
Value ($000) $1,271 Shares 33,383 Est. Cost $38.78 Unrealized +13.6%
EZU ISHARES MSCI EUROZONE ETF 0.2%
Value ($000) $1,251 Shares 26,507 Est. Cost $50.63 Unrealized
KMB KIMBERLY CLARK CORP 0.2%
Value ($000) $1,207 Shares 9,213 Est. Cost $101.17 Unrealized +28.6%
AVDV AVANTIS INTERNATIONAL ETF 0.2%
Value ($000) $1,177 Shares 18,086 Est. Cost $68.81 Unrealized
QQQ INVESCO QQQ TRUST 0.2%
Value ($000) $1,176 Shares 2,301 Est. Cost $244.42 Unrealized
VOO VANGUARD S&P 500 ETF 0.2%
Value ($000) $1,174 Shares 2,178 Est. Cost $280.91 Unrealized
COP CONOCOPHILLIPS 0.1%
Value ($000) $1,157 Shares 11,662 Est. Cost $47.42 Unrealized +115.8%
JAAA JANUS DETROIT STREET TR HENDERSON AAA CLO 0.1%
Value ($000) $1,141 Shares 22,513 Est. Cost $50.85 Unrealized
MA MASTERCARD INC CLASS A 0.1%
Value ($000) $1,137 Shares 2,160 Est. Cost $278.91 Unrealized +84.5%
VIS VANGUARD INDUSTRIALS ETF 0.1%
Value ($000) $1,119 Shares 4,400 Est. Cost $107.90 Unrealized
GLD SPDR GOLD SHARES 0.1%
Value ($000) $1,047 Shares 4,325 Est. Cost $126.59 Unrealized
SPYM SPDR PORTFOLIO S&P 500 0.1%
Value ($000) $1,037 Shares 15,037 Est. Cost $52.58 Unrealized
XLB MATERIALS SELECT SECTOR SPDR 0.1%
Value ($000) $1,006 Shares 11,960 Est. Cost $55.61 Unrealized
PANW PALO ALTO NETWORKS INC 0.1%
Value ($000) $951 Shares 5,226 Est. Cost $172.98 Unrealized +9.2%
VFH VANGUARD FINANCIALS ETF 0.1%
Value ($000) $942 Shares 7,980 Est. Cost $58.04 Unrealized
RY ROYAL BANK OF CANADA 0.1%
Value ($000) $926 Shares 7,688 Est. Cost $74.04 Unrealized +66.7%
EFX EQUIFAX INC 0.1%
Value ($000) $905 Shares 3,550 Est. Cost $132.13 Unrealized +101.0%
NBTB NBT BANCORP INC 0.1%
Value ($000) $897 Shares 18,795 Est. Cost $29.52 Unrealized +61.2%
SPIB SPDR INTERM CORP BOND ETF 0.1%
Value ($000) $892 Shares 27,240 Est. Cost $32.69 Unrealized
EWC ISHARES MSCI CANADA ETF 0.1%
Value ($000) $892 Shares 22,132 Est. Cost $35.67 Unrealized
FSLR FIRST SOLAR, INC. 0.1%
Value ($000) $881 Shares 5,000 Est. Cost $79.13 Unrealized +151.6%
AME AMETEK INC 0.1%
Value ($000) $865 Shares 4,800 Est. Cost $90.92 Unrealized +98.8%
WTRG ESSENTIAL UTILITIES INC 0.1%
Value ($000) $858 Shares 23,624 Est. Cost $46.08 Unrealized -15.8%
CMCSA COMCAST CORP CLASS A 0.1%
Value ($000) $853 Shares 22,726 Est. Cost $31.06 Unrealized +28.7%
IVW ISHARES S&P 500 GROWTH ETF 0.1%
Value ($000) $840 Shares 8,272 Est. Cost $84.04 Unrealized
WM WASTE MANAGEMENT INC 0.1%
Value ($000) $788 Shares 3,907 Est. Cost $112.75 Unrealized +87.2%
IVE ISHARES S&P 500 VALUE ETF 0.1%
Value ($000) $779 Shares 4,080 Est. Cost $113.92 Unrealized
MCK MCKESSON CORP 0.1%
Value ($000) $747 Shares 1,310 Est. Cost $161.50 Unrealized +245.1%
AMT AMERICAN TOWER CORP 0.1%
Value ($000) $744 Shares 4,055 Est. Cost $203.71 Unrealized -2.6%
BAC BANK OF AMERICA CORPORATION 0.1%
Value ($000) $734 Shares 16,712 Est. Cost $23.56 Unrealized +81.8%
BDX BECTON DICKINSON AND COMPANY 0.1%
Value ($000) $732 Shares 3,225 Est. Cost $134.38 Unrealized +67.6%
EXC EXELON CORP 0.1%
Value ($000) $715 Shares 19,011 Est. Cost $22.22 Unrealized +67.7%
MET METLIFE INC 0.1%
Value ($000) $698 Shares 8,519 Est. Cost $66.18 Unrealized +21.9%
LEN LENNAR CORP CL A 0.1%
Value ($000) $689 Shares 5,055 Est. Cost $149.99 Unrealized +6.5%
CARR CARRIER GLOBAL CORPORATION 0.1%
Value ($000) $679 Shares 9,945 Est. Cost $30.49 Unrealized +144.0%
GDX VANECK VECTORS GOLD MINERS ETF 0.1%
Value ($000) $678 Shares 20,000 Est. Cost $25.15 Unrealized
BWA BORGWARNER INC 0.1%
Value ($000) $670 Shares 21,080 Est. Cost $36.44 Unrealized -8.2%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $649 Shares 7,028 Est. Cost $57.64 Unrealized +50.9%
XLK TECHNOLOGY SELECT SECTOR SPDR ETF 0.1%
Value ($000) $618 Shares 2,659 Est. Cost $68.53 Unrealized
IAU ISHARES GOLD TRUST 0.1%
Value ($000) $618 Shares 12,477 Est. Cost $33.70 Unrealized
MTD METTLER-TOLEDO INTL 0.1%
Value ($000) $612 Shares 500 Est. Cost $722.02 Unrealized +80.7%
CMG CHIPOTLE MEXICAN GRILL 0.1%
Value ($000) $600 Shares 9,945 Est. Cost $56.56 Unrealized +6.6%
VNQ VANGUARD REIT ETF 0.1%
Value ($000) $591 Shares 6,640 Est. Cost $79.52 Unrealized
SPYG SPDR PORTFOLIO S&P500 GROWTH 0.1%
Value ($000) $565 Shares 6,431 Est. Cost $37.24 Unrealized
SPYV SPDR PORTFOLIO S&P 500 VALUE 0.1%
Value ($000) $560 Shares 10,951 Est. Cost $29.37 Unrealized
PPA INVESCO AEROSPACE & DEFENSE ETF 0.1%
Value ($000) $551 Shares 4,800 Est. Cost $102.72 Unrealized
WMB WILLIAMS COMPANIES INC 0.1%
Value ($000) $541 Shares 10,000 Est. Cost $20.43 Unrealized +153.1%
JSI JANUS HENDERSON SECURITIZED INCOME ETF 0.1%
Value ($000) $533 Shares 10,284 Est. Cost $52.13 Unrealized
VGLT VANGUARD LONG TERM TREASURY 0.1%
Value ($000) $523 Shares 9,445 Est. Cost $60.61 Unrealized
VCSH VANGUARD SHORT TERM CORP BOND ETF 0.1%
Value ($000) $514 Shares 6,586 Est. Cost $79.61 Unrealized
ETN EATON CORP PLC 0.1%
Value ($000) $508 Shares 1,530 Est. Cost $79.40 Unrealized +337.2%
VRTX VERTEX PHARMACEUTICALS INC 0.1%
Value ($000) $507 Shares 1,260 Est. Cost $440.83 Unrealized +5.1%
PHYS SPROTT PHYSICAL GOLD TRUST 0.1%
Value ($000) $496 Shares 24,654 Est. Cost $14.31 Unrealized
SPGI S&P GLOBAL INC 0.1%
Value ($000) $474 Shares 951 Est. Cost $274.96 Unrealized +83.0%
STZ CONSTELLATION BRANDS INC 0.1%
Value ($000) $442 Shares 2,000 Est. Cost $137.47 Unrealized +68.3%
XLV HEALTH CARE SELECT SECTOR SPDR ETF 0.1%
Value ($000) $433 Shares 3,145 Est. Cost $109.90 Unrealized
GE GE AEROSPACE 0.1%
Value ($000) $422 Shares 2,533 Est. Cost $57.69 Unrealized +207.1%
NFG NATIONAL FUEL GAS COMPANY 0.1%
Value ($000) $413 Shares 6,800 Est. Cost $53.64 Unrealized +14.3%
ESGD ISHARES ESG MSCI EAFE ETF 0.1%
Value ($000) $396 Shares 5,199 Est. Cost $64.32 Unrealized
MDLZ MONDELEZ INTL INC CL A 0.1%
Value ($000) $395 Shares 6,621 Est. Cost $45.07 Unrealized +41.1%
VUG VANGUARD GROWTH ETF 0.1%
Value ($000) $392 Shares 955 Est. Cost $240.82 Unrealized
XLY CONSUMER DISCRET SEL SECT SPDR ETF 0.0%
Value ($000) $377 Shares 1,681 Est. Cost $133.43 Unrealized
TSLA TESLA MOTORS INC 0.0%
Value ($000) $370 Shares 915 Est. Cost $199.79 Unrealized +61.0%
IJK ISHARES S&P MIDCAP 400 GROWTH ETF 0.0%
Value ($000) $368 Shares 4,045 Est. Cost $97.04 Unrealized
ORCL ORACLE CORP 0.0%
Value ($000) $366 Shares 2,198 Est. Cost $47.25 Unrealized +272.2%
ESGE ISHARES ESG MSCI EM ETF 0.0%
Value ($000) $364 Shares 10,910 Est. Cost $36.30 Unrealized
BRK/B BERKSHIRE HATHAWAY INC B 0.0%
Value ($000) $344 Shares 760 Est. Cost $232.81 Unrealized +98.3%
MTB M & T BANK CORP 0.0%
Value ($000) $326 Shares 1,735 Est. Cost $101.35 Unrealized +89.6%
NFLX NETFLIX INC 0.0%
Value ($000) $312 Shares 350 Est. Cost $42.66 Unrealized +92.9%
EIX EDISON INTL 0.0%
Value ($000) $298 Shares 3,727 Est. Cost $51.38 Unrealized +53.6%
PAYX PAYCHEX INC 0.0%
Value ($000) $291 Shares 2,075 Est. Cost $92.17 Unrealized +49.0%
ZBH ZIMMER HOLDINGS INC 0.0%
Value ($000) $283 Shares 2,680 Est. Cost $130.28 Unrealized -18.6%
USFR WISDOMTREE FLOATING RATE TSY 0.0%
Value ($000) $274 Shares 5,446 Est. Cost $50.31 Unrealized
BND VANGUARD TOTAL BOND MRKT ETF 0.0%
Value ($000) $268 Shares 3,725 Est. Cost $78.72 Unrealized
FOXA FOX CORP 0.0%
Value ($000) $267 Shares 5,500 Est. Cost $33.56 Unrealized +32.9%
AWK AMERICAN WATER WORKS CO INC 0.0%
Value ($000) $249 Shares 2,000 Est. Cost $110.54 Unrealized +18.8%
USMV ISHARES EDGE MSCI MIN VOL USA ETF 0.0%
Value ($000) $242 Shares 2,724 Est. Cost $47.36 Unrealized
XLP CONSUMER STAPLES SECTOR SPDR 0.0%
Value ($000) $242 Shares 3,075 Est. Cost $61.44 Unrealized
TMP TOMPKINS FINANCIAL CORP 0.0%
Value ($000) $237 Shares 3,500 Est. Cost $46.77 Unrealized +40.9%
VB VANGUARD SMALLCAP ETF 0.0%
Value ($000) $237 Shares 988 Est. Cost $135.45 Unrealized
IEF ISHARES 7-10 YEAR TSY BOND 0.0%
Value ($000) $237 Shares 2,563 Est. Cost $108.36 Unrealized
ECL ECOLAB INC 0.0%
Value ($000) $234 Shares 1,000 Est. Cost $149.57 Unrealized +64.2%
ALB ALBEMARLE CORP 0.0%
Value ($000) $234 Shares 2,715 Est. Cost $86.72 Unrealized +12.1%
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $232 Shares 2,600 Est. Cost $59.81 Unrealized +58.5%
GLDM SPDR GOLD MINISHARES 0.0%
Value ($000) $228 Shares 4,377 Est. Cost $40.83 Unrealized
ROP ROPER INDS INC 0.0%
Value ($000) $225 Shares 433 Est. Cost $333.07 Unrealized +63.4%
AEE AMEREN CORPORATION 0.0%
Value ($000) $223 Shares 2,498 Est. Cost $29.40 Unrealized +194.3%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $215 Shares 1,789 Est. Cost $63.74 Unrealized +89.2%
CHD CHURCH & DWIGHT CO INC 0.0%
Value ($000) $209 Shares 2,000 Est. Cost $66.06 Unrealized +57.5%
VCLT VANGUARD LONG TERM CORP BONDINDEX FUND ETF 0.0%
Value ($000) $207 Shares 2,774 Est. Cost $78.11 Unrealized
GEV GE VERNOVA INC 0.0%
Value ($000) $207 Shares 630 Est. Cost $158.10 Unrealized +97.3%
VBR VANGUARD SMALLCAP VALUE ETF 0.0%
Value ($000) $198 Shares 1,000 Est. Cost $108.04 Unrealized
VXUS VANGUARD TOTAL INTL STOCK ETF 0.0%
Value ($000) $186 Shares 3,160 Est. Cost $55.09 Unrealized
MMM 3M COMPANY 0.0%
Value ($000) $171 Shares 1,323 Est. Cost $98.38 Unrealized +30.5%
META META PLATFORMS INC 0.0%
Value ($000) $164 Shares 280 Est. Cost $193.66 Unrealized +201.9%
SGOV ISHARES 0-3 MONTH TREASURY 0.0%
Value ($000) $164 Shares 1,632 Est. Cost $100.46 Unrealized
FIS FIDELITY NATL INFORMATION SV 0.0%
Value ($000) $162 Shares 2,000 Est. Cost $116.22 Unrealized -27.8%
NVS NOVARTIS AG ADR 0.0%
Value ($000) $158 Shares 1,628 Est. Cost $90.29 Unrealized
XLF SPDR FINANCIAL SELECT SECTOR 0.0%
Value ($000) $151 Shares 3,130 Est. Cost $31.44 Unrealized
XLI SPDR INDUSTRIALS (XLI) 0.0%
Value ($000) $150 Shares 1,140 Est. Cost $103.47 Unrealized
BA BOEING COMPANY 0.0%
Value ($000) $142 Shares 800 Est. Cost $134.65 Unrealized +16.5%
TMUS T MOBILE US INC 0.0%
Value ($000) $139 Shares 630 Est. Cost $138.73 Unrealized +61.0%
SO SOUTHERN COMPANY 0.0%
Value ($000) $136 Shares 1,650 Est. Cost $40.88 Unrealized +106.7%
VTV VANGUARD VALUE ETF 0.0%
Value ($000) $135 Shares 800 Est. Cost $169.30 Unrealized
SYY SYSCO CORP 0.0%
Value ($000) $135 Shares 1,765 Est. Cost $33.25 Unrealized +122.4%
INTC INTEL CORP 0.0%
Value ($000) $131 Shares 6,540 Est. Cost $30.35 Unrealized -25.7%
BSV VANGUARD SHORT TERM BOND ETF 0.0%
Value ($000) $125 Shares 1,615 Est. Cost $79.76 Unrealized
HDV ISHARES CORE HIGH DIVIDEND 0.0%
Value ($000) $123 Shares 1,100 Est. Cost $88.50 Unrealized
TM TOYOTA MOTOR CORP 0.0%
Value ($000) $117 Shares 600 Est. Cost $136.08 Unrealized
TJX TJX COMPANIES 0.0%
Value ($000) $115 Shares 953 Est. Cost $44.76 Unrealized +163.0%
CI CIGNA GROUP 0.0%
Value ($000) $110 Shares 400 Est. Cost $182.59 Unrealized +70.5%
L LOEWS CORP 0.0%
Value ($000) $110 Shares 1,300 Est. Cost $35.50 Unrealized +131.4%
VCIT VANGUARD INTERM TERM CORP BDETF 0.0%
Value ($000) $107 Shares 1,334 Est. Cost $80.27 Unrealized
SNA SNAP ON INC 0.0%
Value ($000) $102 Shares 300 Est. Cost $207.93 Unrealized +57.5%
GSST GOLDMAN SACHS ACCESS ULTRAST 0.0%
Value ($000) $100 Shares 2,000 Est. Cost $50.50 Unrealized
DHR DANAHER CORP 0.0%
Value ($000) $100 Shares 435 Est. Cost $148.82 Unrealized +63.9%
WFC WELLS FARGO & CO 0.0%
Value ($000) $99 Shares 1,406 Est. Cost $40.08 Unrealized +66.3%
IGSB ISHARES SHORT TERM CORP BOND 0.0%
Value ($000) $98 Shares 1,900 Est. Cost $77.37 Unrealized
NWFL NORWOOD FINANCIAL CORP 0.0%
Value ($000) $97 Shares 3,550 Est. Cost $29.61 Unrealized -1.6%
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) $94 Shares 200 Est. Cost $181.39 Unrealized +171.8%
IBTK ISHARES IBONDS DEC 2030 TERM TSY ETF 0.0%
Value ($000) $90 Shares 4,700 Est. Cost $19.57 Unrealized
BN BROOKFIELD CORP NPV 0.0%
Value ($000) $88 Shares 1,528 Est. Cost $21.90 Unrealized +70.8%
TDY TELEDYNE TECHNOLOGIES INC 0.0%
Value ($000) $87 Shares 187 Est. Cost $88.71 Unrealized +425.3%
STT STATE STREET CORP 0.0%
Value ($000) $79 Shares 800 Est. Cost $60.59 Unrealized +50.6%
SLB SLB 0.0%
Value ($000) $78 Shares 2,034 Est. Cost $57.18 Unrealized -29.2%
HYG ISHARES IBOXX $ HIGH YIELD CORP BOND ETF 0.0%
Value ($000) $75 Shares 956 Est. Cost $85.91 Unrealized
KHC KRAFT HEINZ COMPANY 0.0%
Value ($000) $72 Shares 2,333 Est. Cost $35.47 Unrealized -13.6%
ADBE ADOBE INC 0.0%
Value ($000) $68 Shares 154 Est. Cost $340.55 Unrealized +45.4%
TD TORONTO DOMINION BANK 0.0%
Value ($000) $67 Shares 1,250 Est. Cost $46.43 Unrealized +20.8%
WTM WHITE MTNS INS GROUP LTD 0.0%
Value ($000) $66 Shares 34 Est. Cost $1090.77 Unrealized +73.2%
MO ALTRIA GROUP INC 0.0%
Value ($000) $65 Shares 1,250 Est. Cost $29.52 Unrealized +65.3%
KELLANOVA COMPANY 0.0%
Value ($000) $65 Shares 798 Est. Cost $60.91 Unrealized +28.3%
NGG NATIONAL GRID PLC ADR 0.0%
Value ($000) $64 Shares 1,073 Est. Cost $63.43 Unrealized
CEG CONSTELLATION ENERGY CORP 0.0%
Value ($000) $63 Shares 282 Est. Cost $60.44 Unrealized +309.9%
LIN LINDE PLC 0.0%
Value ($000) $63 Shares 150 Est. Cost $322.30 Unrealized +39.2%
PFIS PEOPLES FINL SVCS CORP 0.0%
Value ($000) $62 Shares 1,218 Est. Cost $33.02 Unrealized +45.5%
BSCS INVESCO BULLETSHARES 2028 CORP BOND 0.0%
Value ($000) $62 Shares 3,085 Est. Cost $20.16 Unrealized
NUVEEN AMT FREE MUNI CR INC 0.0%
Value ($000) $61 Shares 5,000 Est. Cost $12.67 Unrealized
BHP BHP GROUP LTD ADR 0.0%
Value ($000) $61 Shares 1,250 Est. Cost $44.58 Unrealized
CROX CROCS INC 0.0%
Value ($000) $60 Shares 550 Est. Cost $93.99 Unrealized +23.8%
VEU VANGUARD FTSE ALL-WLD EX-US ETF 0.0%
Value ($000) $59 Shares 1,034 Est. Cost $57.40 Unrealized
GEHC GE HEALTHCARE TECH 0.0%
Value ($000) $57 Shares 728 Est. Cost $71.08 Unrealized +19.4%
BSCX INVESCO BULLETSHARES 2033 CORP BOND ETF 0.0%
Value ($000) $56 Shares 2,700 Est. Cost $20.67 Unrealized
SLV ISHARES SILVER TRUST 0.0%
Value ($000) $56 Shares 2,110 Est. Cost $15.59 Unrealized
CLIP GLOBAL X 1-3 MNTH T-BILL ETF 0.0%
Value ($000) $52 Shares 518 Est. Cost $100.47 Unrealized
PAA PLAINS ALL AMERICAN PIPELINE 0.0%
Value ($000) $51 Shares 3,000 Est. Cost $9.88 Unrealized
F FORD MOTOR COMPANY 0.0%
Value ($000) $50 Shares 5,000 Est. Cost $9.72 Unrealized +1.6%
MPC MARATHON PETROLEUM CORP 0.0%
Value ($000) $48 Shares 344 Est. Cost $37.88 Unrealized +292.9%
ENB ENBRIDGE INC 0.0%
Value ($000) $46 Shares 1,088 Est. Cost $22.08 Unrealized +77.6%
D DOMINION ENERGY INC 0.0%
Value ($000) $46 Shares 857 Est. Cost $49.63 Unrealized +8.9%
MUSA MURPHY USA INC 0.0%
Value ($000) $41 Shares 82 Est. Cost $184.28 Unrealized +175.5%
SRLN SPDR BLACKSTONE/GSO SENIOR LOAN ETF 0.0%
Value ($000) $40 Shares 955 Est. Cost $46.07 Unrealized
OKE ONEOK INC 0.0%
Value ($000) $40 Shares 394 Est. Cost $32.05 Unrealized +202.1%
INVESCO MUNICIPAL TRUST 0.0%
Value ($000) $39 Shares 4,000 Est. Cost $9.98 Unrealized
AMCOR PLC 0.0%
Value ($000) $38 Shares 4,020 Est. Cost $8.76 Unrealized +15.3%
TS TENARIS SA ADR 0.0%
Value ($000) $38 Shares 1,000 Est. Cost $30.06 Unrealized
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $37 Shares 400 Est. Cost $47.48 Unrealized +107.1%
EPD ENTERPRISE PRODS PARTNERS LP 0.0%
Value ($000) $34 Shares 1,098 Est. Cost $24.40 Unrealized
IXJ ISHARES GLOBAL HEALTHCARE 0.0%
Value ($000) $34 Shares 393 Est. Cost $84.18 Unrealized
MLPA GLOBAL X MLP ETF 0.0%
Value ($000) $34 Shares 680 Est. Cost $39.71 Unrealized
ET ENERGY TRANSFER EQUITY LP 0.0%
Value ($000) $33 Shares 1,700 Est. Cost $12.92 Unrealized
FBIN FORTUNE BRANDS HOME & SEC 0.0%
Value ($000) $33 Shares 480 Est. Cost $57.83 Unrealized +35.1%
TECK TECK RESOURCES LTD CLASS B 0.0%
Value ($000) $33 Shares 804 Est. Cost $46.73 Unrealized 0.0%
PRU PRUDENTIAL FINANCIAL INC 0.0%
Value ($000) $32 Shares 273 Est. Cost $53.73 Unrealized +117.2%
MDT MEDTRONIC PLC 0.0%
Value ($000) $32 Shares 399 Est. Cost $68.60 Unrealized +22.2%
UBS UBS GROUP AG 0.0%
Value ($000) $30 Shares 1,000 Est. Cost $15.37 Unrealized +106.2%
GAP GAP INC 0.0%
Value ($000) $30 Shares 1,254 Est. Cost $22.43 Unrealized -2.1%
ICLN ISHARES GLOBAL CLEAN ENERGY 0.0%
Value ($000) $30 Shares 2,600 Est. Cost $23.42 Unrealized
CTVA CORTEVA INC 0.0%
Value ($000) $29 Shares 515 Est. Cost $27.43 Unrealized +113.0%
EMN EASTMAN CHEMICAL CO 0.0%
Value ($000) $29 Shares 316 Est. Cost $54.23 Unrealized +79.4%
JBL JABIL CIRCUIT INC. 0.0%
Value ($000) $29 Shares 200 Est. Cost $31.79 Unrealized +311.8%
SPSM SPDR PORTFOLIO SMALLCAP ETF 0.0%
Value ($000) $29 Shares 638 Est. Cost $33.36 Unrealized
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $29 Shares 100 Est. Cost $181.80 Unrealized +51.9%
AFL AFLAC INC 0.0%
Value ($000) $28 Shares 273 Est. Cost $50.12 Unrealized +112.3%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.0%
Value ($000) $28 Shares 580 Est. Cost $41.50 Unrealized
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $28 Shares 655 Est. Cost $13.89 Unrealized +209.1%
SCHP SCHWAB US TIPS ETF 0.0%
Value ($000) $27 Shares 1,052 Est. Cost $39.01 Unrealized
ZBRA ZEBRA TECHNOLOGIES CORP CL A 0.0%
Value ($000) $26 Shares 67 Est. Cost $336.52 Unrealized +15.1%
WBS WEBSTER FINANCIAL CORP 0.0%
Value ($000) $26 Shares 463 Est. Cost $59.37 Unrealized -7.5%
IGIB ISHARES INTERMEDIATE CREDIT BOND ETF 0.0%
Value ($000) $24 Shares 468 Est. Cost $64.85 Unrealized
BAX BAXTER INTERNATIONAL INC 0.0%
Value ($000) $23 Shares 800 Est. Cost $61.79 Unrealized -46.7%
PHM PULTE GROUP INC 0.0%
Value ($000) $23 Shares 210 Est. Cost $41.81 Unrealized +207.6%
ARCC ARES CAPITAL CORPORATION 0.0%
Value ($000) $22 Shares 1,000 Est. Cost $14.66 Unrealized +32.2%
IJT ISHARES TR INDEX S&P SMLCP GROW 0.0%
Value ($000) $22 Shares 160 Est. Cost $128.43 Unrealized
IP INTERNATIONAL PAPER CO 0.0%
Value ($000) $22 Shares 400 Est. Cost $33.78 Unrealized +51.9%
TSLX SIXTH ST SPECIALTY LENDING 0.0%
Value ($000) $21 Shares 1,000 Est. Cost $19.22 Unrealized +8.0%
MU MICRON TECHNOLOGY 0.0%
Value ($000) $21 Shares 250 Est. Cost $64.41 Unrealized +57.2%
BAM BROOKFIELD ASSET MGMT LTD 0.0%
Value ($000) $21 Shares 382 Est. Cost $27.10 Unrealized +92.3%
RSG REPUBLIC SERVICES INC 0.0%
Value ($000) $20 Shares 100 Est. Cost $83.07 Unrealized +146.0%
J JACOBS SOLUTIONS INC 0.0%
Value ($000) $20 Shares 150 Est. Cost $100.68 Unrealized +35.3%
ALL THE ALLSTATE CORPORATION 0.0%
Value ($000) $19 Shares 100 Est. Cost $98.38 Unrealized +93.0%
COHR COHERENT CORP 0.0%
Value ($000) $19 Shares 200 Est. Cost $47.89 Unrealized +108.9%
DG DOLLAR GENERAL CORP 0.0%
Value ($000) $18 Shares 240 Est. Cost $137.76 Unrealized -44.3%
ARI APOLLO COMM REAL ESTATE 0.0%
Value ($000) $17 Shares 2,000 Est. Cost $10.50 Unrealized
LIBERTY ALL STAR EQUITY FD 0.0%
Value ($000) $17 Shares 2,402 Est. Cost $6.80 Unrealized
SOLV SOLVENTUM CORP 0.0%
Value ($000) $17 Shares 250 Est. Cost $60.70 Unrealized +15.3%
TLT ISHARES 20 plus YR TREAS BND ETF 0.0%
Value ($000) $16 Shares 186 Est. Cost $87.33 Unrealized
ESGU ISHARES TR ESG MSCI USA ETF (ESGU) 0.0%
Value ($000) $16 Shares 125 Est. Cost $79.45 Unrealized
FNV FRANCO NEVADA CORP 0.0%
Value ($000) $16 Shares 132 Est. Cost $44.81 Unrealized +174.1%
OCSL OAKTREE SPECIALTY LENDING 0.0%
Value ($000) $15 Shares 1,000 Est. Cost $19.92 Unrealized -19.6%
BP BP PLC ADR 0.0%
Value ($000) $15 Shares 500 Est. Cost $37.48 Unrealized
MOH MOLINA HEALTHCARE INC 0.0%
Value ($000) $15 Shares 50 Est. Cost $206.44 Unrealized +49.6%
DJT TRUMP MEDIA & TECH GROUP 0.0%
Value ($000) $14 Shares 425 Est. Cost $38.79 Unrealized -18.1%
XLC SELECT SECTOR SPDR TR COMMUNICATION 0.0%
Value ($000) $13 Shares 139 Est. Cost $64.78 Unrealized
MEDP MEDPACE HOLDINGS INC 0.0%
Value ($000) $13 Shares 40 Est. Cost $206.82 Unrealized +64.0%
RDDT REDDIT CLASS A 0.0%
Value ($000) $13 Shares 80 Est. Cost $52.71 Unrealized +134.2%
HTGC HERCULES CAPITAL INC 0.0%
Value ($000) $13 Shares 625 Est. Cost $15.82 Unrealized +23.3%
DGII DIGI INTL INC 0.0%
Value ($000) $12 Shares 400 Est. Cost $10.69 Unrealized +191.5%
PPG PPG INDUSTRIES INC 0.0%
Value ($000) $12 Shares 100 Est. Cost $93.16 Unrealized +30.5%
SPH SUBURBAN PROPANE PARTNERS LP 0.0%
Value ($000) $11 Shares 660 Est. Cost $15.46 Unrealized
FDX FEDEX CORP 0.0%
Value ($000) $11 Shares 40 Est. Cost $226.10 Unrealized +20.2%
ESE ESCO TECHNOLOGIES 0.0%
Value ($000) $11 Shares 84 Est. Cost $85.44 Unrealized +58.7%
CAPL CROSSAMERICA PTN LP UT LTD 0.0%
Value ($000) $11 Shares 500 Est. Cost $22.00 Unrealized
LQD ISHARES IBOXX $ INVMT GRADE CORP BOND ETF 0.0%
Value ($000) $11 Shares 100 Est. Cost $122.30 Unrealized
O REALTY INCOME CORP 0.0%
Value ($000) $11 Shares 200 Est. Cost $46.73 Unrealized +16.6%
GM GENERAL MOTORS CO 0.0%
Value ($000) $11 Shares 200 Est. Cost $36.67 Unrealized +41.1%
VPU VANGUARD UTILITIES ETF 0.0%
Value ($000) $11 Shares 65 Est. Cost $104.37 Unrealized
MUR MURPHY OIL CORPORATION 0.0%
Value ($000) $10 Shares 328 Est. Cost $30.71 Unrealized -2.1%
BK BANK OF NEW YORK MELLON CORP 0.0%
Value ($000) $10 Shares 125 Est. Cost $32.93 Unrealized +129.4%
AGCO AGCO CORP 0.0%
Value ($000) $9 Shares 100 Est. Cost $64.19 Unrealized +48.6%
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) $9 Shares 500 Est. Cost $10.83 Unrealized +56.9%
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $9 Shares 72 Est. Cost $59.26 Unrealized +93.7%
INFU INFUSYSTEMS HOLDINGS INC 0.0%
Value ($000) $8 Shares 1,000 Est. Cost $3.18 Unrealized +148.0%
WAB WABTEC CORP 0.0%
Value ($000) $8 Shares 43 Est. Cost $95.65 Unrealized +101.3%
EQT EQT CORPORATION 0.0%
Value ($000) $8 Shares 175 Est. Cost $33.40 Unrealized +21.8%
MPT MEDICAL PPTYS TRUST INC 0.0%
Value ($000) $8 Shares 2,000 Est. Cost $3.95 Unrealized
NXST NEXSTAR MEDIA GROUP INC 0.0%
Value ($000) $8 Shares 50 Est. Cost $111.16 Unrealized +43.0%
BCE BCE INC 0.0%
Value ($000) $8 Shares 340 Est. Cost $33.07 Unrealized -20.9%
DINO HF SINCLAIR CORP 0.0%
Value ($000) $8 Shares 220 Est. Cost $38.65 Unrealized 0.0%
EL ESTEE LAUDER COMP INC CL A 0.0%
Value ($000) $7 Shares 100 Est. Cost $175.92 Unrealized -56.0%
DKNG DRAFTKINGS INC CL A 0.0%
Value ($000) $7 Shares 200 Est. Cost $14.08 Unrealized +181.8%
BSCT INVESCO BULLETSHS CORP ETF 0.0%
Value ($000) $7 Shares 380 Est. Cost $18.54 Unrealized
FISI FINANCIAL INSTITUTIONS INC 0.0%
Value ($000) $7 Shares 250 Est. Cost $17.92 Unrealized +39.2%
PSTL POSTAL REALTY TRUST INC CL A 0.0%
Value ($000) $7 Shares 500 Est. Cost $13.05 Unrealized
PBW INVESCO WILDERHILL CLEAN ENERGY ETF 0.0%
Value ($000) $6 Shares 323 Est. Cost $44.50 Unrealized
QUAL ISHARES EDGE MSCI USA QUALITY FACTOR ETF 0.0%
Value ($000) $6 Shares 36 Est. Cost $178.06 Unrealized
DCOM DIME CMNTY BANCSHARES INC 0.0%
Value ($000) $6 Shares 200 Est. Cost $23.82 Unrealized +29.3%
HOG HARLEY DAVIDSON INC 0.0%
Value ($000) $6 Shares 200 Est. Cost $61.89 Unrealized -46.5%
RBBN RIBBONS COMMUNICATIONS INC 0.0%
Value ($000) $6 Shares 1,400 Est. Cost $8.28 Unrealized -54.4%
GABELLI EQUITY TR INC 0.0%
Value ($000) $5 Shares 1,000 Est. Cost $5.00 Unrealized
VALE VALE SA SPONSORED ADS 0.0%
Value ($000) $5 Shares 600 Est. Cost $15.86 Unrealized
GABELLI HLTHCARE & WELLNESS 0.0%
Value ($000) $5 Shares 500 Est. Cost $9.64 Unrealized
CPNG COUPANG INC CL A 0.0%
Value ($000) $4 Shares 200 Est. Cost $17.65 Unrealized +39.1%
SJM JM SMUCKER COMPANY 0.0%
Value ($000) $4 Shares 38 Est. Cost $136.97 Unrealized -19.7%
ZIMVIE INC 0.0%
Value ($000) $4 Shares 260 Est. Cost $21.84 Unrealized
SUSC ISHARES ESG USD CORP BOND 0.0%
Value ($000) $3 Shares 146 Est. Cost $23.01 Unrealized
CRBN ISHARES MSCI ACWI LOW CARBON 0.0%
Value ($000) $3 Shares 17 Est. Cost $171.43 Unrealized
EFV ISHARES MSCI EAFE VALUE ETF 0.0%
Value ($000) $3 Shares 62 Est. Cost $52.47 Unrealized
AMTM AMENTUM HOLDINGS INC 0.0%
Value ($000) $3 Shares 150 Est. Cost $25.85 Unrealized 0.0%
BARRICK GOLD CORPORATION 0.0%
Value ($000) $3 Shares 200 Est. Cost $16.85 Unrealized
DUK DUKE ENERGY CORP 0.0%
Value ($000) $3 Shares 27 Est. Cost $60.37 Unrealized +80.2%
AIM IMMUNOTECH INC 0.0%
Value ($000) $3 Shares 13,226 Est. Cost $2.27 Unrealized
GRNB VANECK VECTORS ETF TR GREEN BD ETF 0.0%
Value ($000) $2 Shares 100 Est. Cost $28.25 Unrealized
ESML ISHARES ESG AWARE MSCI SMALLCAP ETF 0.0%
Value ($000) $2 Shares 51 Est. Cost $41.99 Unrealized
PLUG PLUG POWER INC 0.0%
Value ($000) $2 Shares 1,000 Est. Cost $2.24 Unrealized -2.6%
MRNA MODERNA INC 0.0%
Value ($000) $2 Shares 50 Est. Cost $164.97 Unrealized -71.0%
CRSP CRISPR THERAPEUTICS AG 0.0%
Value ($000) $2 Shares 50 Est. Cost $71.59 Unrealized -34.0%
SUSB ISHARES TR ESG AWRE 1 5 YR 0.0%
Value ($000) $2 Shares 75 Est. Cost $25.32 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
LPRO OPEN LENDING CORP 0.0%
Value ($000) $1 Shares 200 Est. Cost $7.04 Unrealized -14.9%
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 +2.6%
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 +34.8%
BB BLACKBERRY LTD NPV 0.0%
Value ($000) $0 Shares 83 Est. Cost $5.49 Unrealized -51.6%
CEL SCI CORP 0.0%
Value ($000) $0 Shares 500 Est. Cost $8.92 Unrealized
OGN ORGANON & CO 0.0%
Value ($000) $0 Shares 8 Est. Cost $26.93 Unrealized -41.5%
NOK NOKIA CORP ADR 0.0%
Value ($000) $0 Shares 3 Est. Cost $4.33 Unrealized