Community Bank, N.A. Diversified Active

CIK: 0001632187 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Jul 25, 2025

Total Value ($000): $760,422 (100.0% shares, 0.0% debt)

Holdings (385)

AAPL APPLE INC 10.3%
Value ($000) $78,470 Shares 382,464 Est. Cost $86.95 Unrealized +131.6%
IVV ISHARES CORE S&P 500 ETF 3.8%
Value ($000) $29,256 Shares 47,120 Est. Cost $258.79 Unrealized
MSFT MICROSOFT CORP 3.8%
Value ($000) $28,760 Shares 57,820 Est. Cost $75.82 Unrealized +470.3%
IBM INTL BUSINESS MACHINES CORP 3.7%
Value ($000) $28,288 Shares 95,968 Est. Cost $100.05 Unrealized +153.7%
IEFA ISHARES CORE MSCI EAFE ETF 3.7%
Value ($000) $27,976 Shares 335,159 Est. Cost $61.16 Unrealized
JPM JPMORGAN CHASE & CO 2.8%
Value ($000) $20,932 Shares 72,203 Est. Cost $66.89 Unrealized +277.7%
VOO VANGUARD S&P 500 ETF 2.0%
Value ($000) $15,195 Shares 26,751 Est. Cost $504.18 Unrealized
IJR ISHARES CORE S&P SMALLCAP ETF 1.7%
Value ($000) $12,698 Shares 116,191 Est. Cost $92.08 Unrealized
CSCO CISCO SYSTEMS INC 1.5%
Value ($000) $11,456 Shares 165,121 Est. Cost $22.52 Unrealized +168.1%
AVGO BROADCOM INC 1.5%
Value ($000) $11,305 Shares 41,014 Est. Cost $146.86 Unrealized +47.0%
BMY BRISTOL MYERS SQUIBB COMPANY 1.4%
Value ($000) $10,317 Shares 222,883 Est. Cost $44.78 Unrealized +5.4%
IJH ISHARES CORE S&P MIDCAP ETF 1.3%
Value ($000) $10,117 Shares 163,129 Est. Cost $98.42 Unrealized
JEPI JPMORGAN EQUITY PREMIUM INC 1.3%
Value ($000) $9,996 Shares 175,867 Est. Cost $56.48 Unrealized
SPY SPDR S&P 500 ETF 1.3%
Value ($000) $9,758 Shares 15,794 Est. Cost $216.71 Unrealized
WMT WAL MART STORES INC 1.3%
Value ($000) $9,702 Shares 99,220 Est. Cost $46.06 Unrealized +105.7%
IWF ISHARES RUSSELL 1000 GROWTH ETF 1.3%
Value ($000) $9,514 Shares 22,408 Est. Cost $105.45 Unrealized
ABBV ABBVIE INC 1.2%
Value ($000) $9,265 Shares 49,915 Est. Cost $45.10 Unrealized +305.0%
MRK MERCK & COMPANY INC 1.2%
Value ($000) $9,128 Shares 115,327 Est. Cost $48.13 Unrealized +60.8%
AMZN AMAZON.COM INC 1.2%
Value ($000) $9,086 Shares 41,416 Est. Cost $138.15 Unrealized +43.2%
VZ VERIZON COMMUNICATIONS 1.2%
Value ($000) $8,856 Shares 204,669 Est. Cost $32.61 Unrealized +28.2%
GOOGL ALPHABET INC CLASS A 1.1%
Value ($000) $8,688 Shares 49,298 Est. Cost $118.05 Unrealized +38.3%
PEP PEPSICO INC 1.1%
Value ($000) $8,529 Shares 64,594 Est. Cost $83.26 Unrealized +57.4%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 1.1%
Value ($000) $8,325 Shares 138,699 Est. Cost $54.69 Unrealized
PG PROCTER & GAMBLE CO 1.0%
Value ($000) $7,913 Shares 49,666 Est. Cost $71.44 Unrealized +125.1%
NVDA NVIDIA CORPORATION 1.0%
Value ($000) $7,396 Shares 46,814 Est. Cost $92.86 Unrealized +35.5%
EMR EMERSON ELECTRIC CO 1.0%
Value ($000) $7,243 Shares 54,324 Est. Cost $54.68 Unrealized +107.6%
JNJ JOHNSON & JOHNSON 0.9%
Value ($000) $7,194 Shares 47,098 Est. Cost $90.32 Unrealized +67.0%
CBU COMMUNITY FINANCIAL SYS INC 0.9%
Value ($000) $6,727 Shares 118,285 Est. Cost $48.83 Unrealized +11.2%
MDY SPDR S&P MIDCAP 400 ETF 0.9%
Value ($000) $6,650 Shares 11,739 Est. Cost $264.61 Unrealized
AVDV AVANTIS INTERNATIONAL ETF 0.9%
Value ($000) $6,609 Shares 83,363 Est. Cost $69.54 Unrealized
KO COCA COLA COMPANY 0.9%
Value ($000) $6,584 Shares 93,063 Est. Cost $33.09 Unrealized +110.9%
XOM EXXON MOBIL CORP 0.8%
Value ($000) $6,207 Shares 57,579 Est. Cost $64.91 Unrealized +61.0%
CAT CATERPILLAR INC 0.8%
Value ($000) $6,021 Shares 15,511 Est. Cost $111.24 Unrealized +197.4%
IWD ISHARES RUSSELL 1000 VALUE 0.7%
Value ($000) $5,553 Shares 28,591 Est. Cost $119.47 Unrealized
TXN TEXAS INSTRUMENTS INC 0.7%
Value ($000) $5,439 Shares 26,196 Est. Cost $66.26 Unrealized +163.0%
ABT ABBOTT LABORATORIES 0.7%
Value ($000) $5,232 Shares 38,468 Est. Cost $48.59 Unrealized +168.8%
RTX RTX CORP 0.7%
Value ($000) $5,231 Shares 35,821 Est. Cost $60.55 Unrealized +117.6%
AVUV AVANTIS US SMALLCAP VALUE 0.7%
Value ($000) $5,226 Shares 57,367 Est. Cost $90.55 Unrealized
PEG PUBLIC SVC ENTERPRISE GROUP 0.7%
Value ($000) $5,218 Shares 61,982 Est. Cost $30.88 Unrealized +155.5%
QCOM QUALCOMM INC 0.7%
Value ($000) $5,091 Shares 31,968 Est. Cost $98.50 Unrealized +47.2%
UPS UNITED PARCEL SERVICE CL B 0.6%
Value ($000) $4,928 Shares 48,822 Est. Cost $98.06 Unrealized -4.0%
GLW CORNING INC 0.6%
Value ($000) $4,846 Shares 92,144 Est. Cost $28.00 Unrealized +65.4%
CVX CHEVRON CORP 0.6%
Value ($000) $4,840 Shares 33,803 Est. Cost $73.96 Unrealized +85.2%
V VISA INC CLASS A 0.6%
Value ($000) $4,748 Shares 13,374 Est. Cost $158.12 Unrealized +119.4%
ITW ILLINOIS TOOL WORKS INC 0.6%
Value ($000) $4,707 Shares 19,037 Est. Cost $75.08 Unrealized +215.9%
IWS ISHARES RUSSELL MIDCAP VALUE 0.6%
Value ($000) $4,580 Shares 34,663 Est. Cost $75.98 Unrealized
AMGN AMGEN INC 0.6%
Value ($000) $4,498 Shares 16,109 Est. Cost $168.30 Unrealized +65.0%
LOW LOWES COMPANIES INC 0.6%
Value ($000) $4,407 Shares 19,861 Est. Cost $78.14 Unrealized +182.3%
CB CHUBB LTD 0.6%
Value ($000) $4,377 Shares 15,108 Est. Cost $135.78 Unrealized +111.3%
NUE NUCOR CORP 0.6%
Value ($000) $4,302 Shares 33,210 Est. Cost $39.54 Unrealized +192.1%
T AT&T INC 0.5%
Value ($000) $4,148 Shares 143,386 Est. Cost $13.62 Unrealized +98.0%
AEP AMERICAN ELECTRIC POWER CO 0.5%
Value ($000) $4,089 Shares 39,405 Est. Cost $70.52 Unrealized +44.6%
NEE NEXTERA ENERGY INC 0.5%
Value ($000) $4,059 Shares 58,465 Est. Cost $57.44 Unrealized +18.5%
TFC TRUIST FINANCIAL CORP 0.5%
Value ($000) $3,965 Shares 92,254 Est. Cost $38.21 Unrealized -0.6%
FLCA FRANKLIN FTSE CANADA 0.5%
Value ($000) $3,957 Shares 94,786 Est. Cost $34.80 Unrealized
MCD MCDONALDS CORP 0.5%
Value ($000) $3,843 Shares 13,154 Est. Cost $113.91 Unrealized +166.5%
PFF ISHARES US PREFERRED STOCK 0.5%
Value ($000) $3,781 Shares 123,237 Est. Cost $34.69 Unrealized
CMI CUMMINS INC 0.5%
Value ($000) $3,564 Shares 10,881 Est. Cost $107.29 Unrealized +184.9%
ADP AUTOMATIC DATA PROCESSING 0.5%
Value ($000) $3,439 Shares 11,150 Est. Cost $68.31 Unrealized +342.6%
HD HOME DEPOT INC 0.4%
Value ($000) $3,356 Shares 9,154 Est. Cost $148.97 Unrealized +138.9%
HON HONEYWELL INTL INC 0.4%
Value ($000) $3,264 Shares 14,015 Est. Cost $141.93 Unrealized +40.7%
SCHA SCHWAB US SMALL CAP ETF 0.4%
Value ($000) $3,213 Shares 127,064 Est. Cost $40.36 Unrealized
LRCX LAM RESEARCH CORP 0.4%
Value ($000) $3,200 Shares 32,873 Est. Cost $75.33 Unrealized +4.7%
BKGI BNY MELLON GLOBAL INFRASTRUCTURE ETF 0.4%
Value ($000) $3,047 Shares 77,579 Est. Cost $33.19 Unrealized
KCE SPDR S&P CAPITAL MARKETS 0.4%
Value ($000) $2,991 Shares 20,638 Est. Cost $132.44 Unrealized
OMC OMNICOM GROUP INC 0.4%
Value ($000) $2,925 Shares 40,666 Est. Cost $56.04 Unrealized +28.4%
APD AIR PRODUCTS & CHEMICALS INC 0.4%
Value ($000) $2,901 Shares 10,285 Est. Cost $216.21 Unrealized +24.0%
DIS WALT DISNEY CO 0.4%
Value ($000) $2,858 Shares 23,045 Est. Cost $96.29 Unrealized +6.8%
LMT LOCKHEED MARTIN CORP 0.4%
Value ($000) $2,764 Shares 5,968 Est. Cost $312.63 Unrealized +46.8%
PSX PHILLIPS 66 0.4%
Value ($000) $2,699 Shares 22,627 Est. Cost $77.43 Unrealized +41.4%
ELV ELEVANCE HEALTH INC 0.4%
Value ($000) $2,690 Shares 6,917 Est. Cost $363.03 Unrealized +9.3%
EMXC ISHARES MSCI EM EX CHINA 0.3%
Value ($000) $2,629 Shares 41,650 Est. Cost $55.32 Unrealized
LLY ELI LILLY AND COMPANY 0.3%
Value ($000) $2,615 Shares 3,354 Est. Cost $258.74 Unrealized +198.9%
EFA ISHARES MSCI EAFE ETF 0.3%
Value ($000) $2,609 Shares 29,187 Est. Cost $61.36 Unrealized
SYK STRYKER CORP 0.3%
Value ($000) $2,607 Shares 6,589 Est. Cost $129.59 Unrealized +186.7%
XLE ENERGY SELECT SECTOR SPDR 0.3%
Value ($000) $2,416 Shares 28,492 Est. Cost $42.37 Unrealized
XLU UTILITIES SELECT SECTOR SPDR 0.3%
Value ($000) $2,380 Shares 29,152 Est. Cost $76.22 Unrealized
TGT TARGET CORP 0.3%
Value ($000) $2,369 Shares 24,012 Est. Cost $131.28 Unrealized -28.9%
SHY ISHARES 1-3 YR TREASURY BOND 0.3%
Value ($000) $2,349 Shares 28,349 Est. Cost $82.54 Unrealized
DE DEERE & COMPANY 0.3%
Value ($000) $2,264 Shares 4,453 Est. Cost $374.86 Unrealized +29.3%
MBB ISHARES TR BARCLYS MBS BD 0.3%
Value ($000) $2,161 Shares 23,019 Est. Cost $94.55 Unrealized
DD DUPONT DE NEMOURS INC 0.3%
Value ($000) $2,156 Shares 31,428 Est. Cost $26.23 Unrealized +4.1%
TMO THERMO FISHER SCIENTIFIC INC 0.3%
Value ($000) $2,154 Shares 5,312 Est. Cost $410.01 Unrealized +1.7%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.3%
Value ($000) $2,120 Shares 6,974 Est. Cost $104.59 Unrealized
KMI KINDER MORGAN INC 0.3%
Value ($000) $2,115 Shares 71,952 Est. Cost $15.72 Unrealized +70.3%
ADM ARCHER DANIELS MIDLAND CO 0.3%
Value ($000) $2,090 Shares 39,602 Est. Cost $57.45 Unrealized -17.2%
FCX FREEPORT MCMORAN INC 0.3%
Value ($000) $2,069 Shares 47,748 Est. Cost $38.47 Unrealized -2.0%
PNC PNC FINL SVCS GROUP INC 0.3%
Value ($000) $2,056 Shares 11,030 Est. Cost $102.44 Unrealized +62.0%
PFE PFIZER INC 0.3%
Value ($000) $2,025 Shares 83,580 Est. Cost $22.84 Unrealized -2.1%
ACWX ISHARES MSCI ACWI EX US ETF 0.3%
Value ($000) $1,984 Shares 32,560 Est. Cost $48.54 Unrealized
UNH UNITEDHEALTH GROUP INC 0.3%
Value ($000) $1,983 Shares 6,358 Est. Cost $148.61 Unrealized +152.3%
SBUX STARBUCKS CORP 0.3%
Value ($000) $1,975 Shares 21,556 Est. Cost $77.21 Unrealized +10.3%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.3%
Value ($000) $1,972 Shares 39,878 Est. Cost $41.71 Unrealized
EIPI FIRST TR EXCHNG TRADED FD VIFT ENERGY INCOME 0.3%
Value ($000) $1,971 Shares 100,000 Est. Cost $20.28 Unrealized
SRE SEMPRA ENERGY 0.3%
Value ($000) $1,956 Shares 25,821 Est. Cost $61.99 Unrealized +17.1%
EOG EOG RESOURCES INC 0.3%
Value ($000) $1,923 Shares 16,075 Est. Cost $106.96 Unrealized +4.8%
CSX CSX CORP 0.2%
Value ($000) $1,881 Shares 57,660 Est. Cost $27.61 Unrealized +7.9%
BLK BLACKROCK INC 0.2%
Value ($000) $1,862 Shares 1,775 Est. Cost $991.05 Unrealized -5.8%
UNP UNION PACIFIC CORP 0.2%
Value ($000) $1,806 Shares 7,850 Est. Cost $154.36 Unrealized +41.5%
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $1,798 Shares 5,638 Est. Cost $75.29 Unrealized +271.1%
VGT VANGUARD INFO TECH ETF 0.2%
Value ($000) $1,774 Shares 2,675 Est. Cost $217.23 Unrealized
CRM SALESFORCE INC 0.2%
Value ($000) $1,752 Shares 6,424 Est. Cost $264.39 Unrealized +0.6%
MET METLIFE INC 0.2%
Value ($000) $1,655 Shares 20,579 Est. Cost $73.57 Unrealized +3.1%
PANW PALO ALTO NETWORKS INC 0.2%
Value ($000) $1,641 Shares 8,017 Est. Cost $177.26 Unrealized +4.8%
MS MORGAN STANLEY 0.2%
Value ($000) $1,604 Shares 11,388 Est. Cost $67.39 Unrealized +79.5%
NSC NORFOLK SOUTHERN CORP 0.2%
Value ($000) $1,575 Shares 6,155 Est. Cost $123.91 Unrealized +88.1%
JAAA JANUS DETROIT STREET TR HENDERSON AAA CLO 0.2%
Value ($000) $1,573 Shares 30,997 Est. Cost $50.78 Unrealized
EZU ISHARES MSCI EUROZONE ETF 0.2%
Value ($000) $1,573 Shares 26,453 Est. Cost $50.63 Unrealized
CAG CONAGRA FOODS INC 0.2%
Value ($000) $1,517 Shares 74,137 Est. Cost $27.90 Unrealized -19.6%
KVUE KENVUE INC 0.2%
Value ($000) $1,511 Shares 72,181 Est. Cost $20.12 Unrealized +10.1%
CL COLGATE PALMOLIVE CO 0.2%
Value ($000) $1,509 Shares 16,600 Est. Cost $64.56 Unrealized +39.5%
GD GENERAL DYNAMICS CORP 0.2%
Value ($000) $1,498 Shares 5,136 Est. Cost $137.00 Unrealized +98.9%
CVS CVS HEALTH CORP 0.2%
Value ($000) $1,464 Shares 21,233 Est. Cost $58.59 Unrealized +9.5%
DMLP DORCHESTER MINERALS LP 0.2%
Value ($000) $1,393 Shares 50,010 Est. Cost $12.78 Unrealized
DHS WISDOMTREE US HIGH DIVIDEND ETF 0.2%
Value ($000) $1,376 Shares 14,340 Est. Cost $70.54 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.2%
Value ($000) $1,374 Shares 6,711 Est. Cost $81.14 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.2%
Value ($000) $1,343 Shares 6,224 Est. Cost $156.47 Unrealized
GLD SPDR GOLD SHARES 0.2%
Value ($000) $1,318 Shares 4,325 Est. Cost $130.24 Unrealized
NKE NIKE INC CLASS B 0.2%
Value ($000) $1,317 Shares 18,545 Est. Cost $60.08 Unrealized -1.7%
GOOG ALPHABET INC CLASS C 0.2%
Value ($000) $1,287 Shares 7,255 Est. Cost $108.78 Unrealized +51.5%
RY ROYAL BANK OF CANADA 0.2%
Value ($000) $1,274 Shares 9,684 Est. Cost $84.46 Unrealized +44.8%
SPIB SPDR INTERM CORP BOND ETF 0.2%
Value ($000) $1,267 Shares 37,756 Est. Cost $32.94 Unrealized
QQQ INVESCO QQQ TRUST 0.2%
Value ($000) $1,239 Shares 2,246 Est. Cost $244.42 Unrealized
VIS VANGUARD INDUSTRIALS ETF 0.2%
Value ($000) $1,232 Shares 4,400 Est. Cost $107.90 Unrealized
CMG CHIPOTLE MEXICAN GRILL 0.2%
Value ($000) $1,215 Shares 21,640 Est. Cost $54.84 Unrealized -7.2%
GIS GENERAL MILLS INC 0.2%
Value ($000) $1,159 Shares 22,376 Est. Cost $40.25 Unrealized +33.6%
USB US BANCORP 0.2%
Value ($000) $1,145 Shares 25,308 Est. Cost $33.22 Unrealized +22.7%
DOW DOW INC 0.1%
Value ($000) $1,135 Shares 42,886 Est. Cost $32.65 Unrealized -14.9%
WM WASTE MANAGEMENT INC 0.1%
Value ($000) $1,094 Shares 4,782 Est. Cost $132.68 Unrealized +73.1%
LEN LENNAR CORP CL A 0.1%
Value ($000) $1,081 Shares 9,769 Est. Cost $132.92 Unrealized -19.3%
GDX VANECK VECTORS GOLD MINERS ETF 0.1%
Value ($000) $1,041 Shares 20,000 Est. Cost $25.15 Unrealized
FISV FISERV INC 0.1%
Value ($000) $998 Shares 5,788 Est. Cost $181.35 Unrealized 0.0%
SPYM SPDR PORTFOLIO S&P 500 0.1%
Value ($000) $995 Shares 13,694 Est. Cost $52.58 Unrealized
VFH VANGUARD FINANCIALS ETF 0.1%
Value ($000) $953 Shares 7,490 Est. Cost $58.04 Unrealized
XLB MATERIALS SELECT SECTOR SPDR 0.1%
Value ($000) $940 Shares 10,705 Est. Cost $55.61 Unrealized
COP CONOCOPHILLIPS 0.1%
Value ($000) $918 Shares 10,226 Est. Cost $47.42 Unrealized +85.6%
WTRG ESSENTIAL UTILITIES INC 0.1%
Value ($000) $917 Shares 24,706 Est. Cost $45.74 Unrealized -14.8%
MA MASTERCARD INC CLASS A 0.1%
Value ($000) $908 Shares 1,615 Est. Cost $278.91 Unrealized +97.7%
AMT AMERICAN TOWER CORP 0.1%
Value ($000) $896 Shares 4,055 Est. Cost $203.71 Unrealized +3.3%
BAC BANK OF AMERICA CORPORATION 0.1%
Value ($000) $888 Shares 18,773 Est. Cost $25.60 Unrealized +61.9%
VRTX VERTEX PHARMACEUTICALS INC 0.1%
Value ($000) $874 Shares 1,964 Est. Cost $448.23 Unrealized +2.8%
AME AMETEK INC 0.1%
Value ($000) $869 Shares 4,800 Est. Cost $90.92 Unrealized +88.4%
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $844 Shares 1,193 Est. Cost $581.68 Unrealized -1.7%
EFX EQUIFAX INC 0.1%
Value ($000) $843 Shares 3,250 Est. Cost $132.13 Unrealized +91.5%
IVW ISHARES S&P 500 GROWTH ETF 0.1%
Value ($000) $838 Shares 7,608 Est. Cost $84.04 Unrealized
FSLR FIRST SOLAR, INC. 0.1%
Value ($000) $828 Shares 5,000 Est. Cost $79.13 Unrealized +86.6%
IVE ISHARES S&P 500 VALUE ETF 0.1%
Value ($000) $815 Shares 4,169 Est. Cost $117.50 Unrealized
IAU ISHARES GOLD TRUST 0.1%
Value ($000) $775 Shares 12,425 Est. Cost $33.70 Unrealized
MCK MCKESSON CORP 0.1%
Value ($000) $758 Shares 1,035 Est. Cost $161.50 Unrealized +335.8%
VNQ VANGUARD REIT ETF 0.1%
Value ($000) $720 Shares 8,087 Est. Cost $81.56 Unrealized
NBTB NBT BANCORP INC 0.1%
Value ($000) $709 Shares 17,075 Est. Cost $29.52 Unrealized +41.0%
EWC ISHARES MSCI CANADA ETF 0.1%
Value ($000) $708 Shares 15,319 Est. Cost $35.67 Unrealized
EXC EXELON CORP 0.1%
Value ($000) $701 Shares 16,150 Est. Cost $22.22 Unrealized +96.1%
PPA INVESCO AEROSPACE & DEFENSE ETF 0.1%
Value ($000) $680 Shares 4,800 Est. Cost $102.72 Unrealized
JSI JANUS HENDERSON SECURITIZED INCOME ETF 0.1%
Value ($000) $676 Shares 12,843 Est. Cost $52.20 Unrealized
XLK TECHNOLOGY SELECT SECTOR SPDR ETF 0.1%
Value ($000) $671 Shares 2,650 Est. Cost $68.53 Unrealized
GE GE AEROSPACE 0.1%
Value ($000) $652 Shares 2,533 Est. Cost $57.69 Unrealized +278.9%
WMB WILLIAMS COMPANIES INC 0.1%
Value ($000) $639 Shares 10,175 Est. Cost $21.03 Unrealized +174.2%
PHYS SPROTT PHYSICAL GOLD TRUST 0.1%
Value ($000) $625 Shares 24,654 Est. Cost $14.31 Unrealized
TRV TRAVELERS COMPANIES INC 0.1%
Value ($000) $621 Shares 2,321 Est. Cost $107.84 Unrealized +141.8%
KMB KIMBERLY CLARK CORP 0.1%
Value ($000) $605 Shares 4,690 Est. Cost $101.17 Unrealized +30.2%
SPYG SPDR PORTFOLIO S&P500 GROWTH 0.1%
Value ($000) $600 Shares 6,293 Est. Cost $37.24 Unrealized
SPYV SPDR PORTFOLIO S&P 500 VALUE 0.1%
Value ($000) $577 Shares 11,029 Est. Cost $29.84 Unrealized
NFG NATIONAL FUEL GAS COMPANY 0.1%
Value ($000) $576 Shares 6,800 Est. Cost $53.64 Unrealized +50.5%
ETN EATON CORP PLC 0.1%
Value ($000) $560 Shares 1,570 Est. Cost $90.11 Unrealized +240.4%
BDX BECTON DICKINSON AND COMPANY 0.1%
Value ($000) $554 Shares 3,215 Est. Cost $138.90 Unrealized +29.9%
ARTY ISHARES FUTURE AI & TECH ETF 0.1%
Value ($000) $533 Shares 13,000 Est. Cost $31.45 Unrealized
CMCSA COMCAST CORP CLASS A 0.1%
Value ($000) $530 Shares 14,864 Est. Cost $31.06 Unrealized +9.2%
MTD METTLER-TOLEDO INTL 0.1%
Value ($000) $529 Shares 450 Est. Cost $722.02 Unrealized +54.8%
NFLX NETFLIX INC 0.1%
Value ($000) $469 Shares 350 Est. Cost $42.66 Unrealized +165.0%
VUG VANGUARD GROWTH ETF 0.1%
Value ($000) $467 Shares 1,065 Est. Cost $254.25 Unrealized
ESGD ISHARES ESG MSCI EAFE ETF 0.1%
Value ($000) $460 Shares 5,159 Est. Cost $64.32 Unrealized
VGLT VANGUARD LONG TERM TREASURY 0.1%
Value ($000) $455 Shares 8,105 Est. Cost $60.61 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR ETF 0.1%
Value ($000) $426 Shares 3,161 Est. Cost $110.46 Unrealized
ORCL ORACLE CORP 0.1%
Value ($000) $415 Shares 1,898 Est. Cost $47.25 Unrealized +240.3%
VCSH VANGUARD SHORT TERM CORP BOND ETF 0.0%
Value ($000) $370 Shares 4,652 Est. Cost $79.61 Unrealized
BRK/B BERKSHIRE HATHAWAY INC B 0.0%
Value ($000) $369 Shares 760 Est. Cost $232.81 Unrealized +118.1%
IJK ISHARES S&P MIDCAP 400 GROWTH ETF 0.0%
Value ($000) $368 Shares 4,045 Est. Cost $97.04 Unrealized
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $364 Shares 5,400 Est. Cost $45.07 Unrealized +44.5%
XLY CONSUMER DISCRET SEL SECT SPDR ETF 0.0%
Value ($000) $351 Shares 1,617 Est. Cost $133.43 Unrealized
GUNR FLEXSHARES GLOBAL UPSTREAM NATURAL RESOURCES 0.0%
Value ($000) $348 Shares 8,670 Est. Cost $36.77 Unrealized
GEV GE VERNOVA INC 0.0%
Value ($000) $333 Shares 630 Est. Cost $158.10 Unrealized +163.1%
TSLA TESLA MOTORS INC 0.0%
Value ($000) $327 Shares 1,030 Est. Cost $214.69 Unrealized +40.3%
STZ CONSTELLATION BRANDS INC 0.0%
Value ($000) $325 Shares 2,000 Est. Cost $137.47 Unrealized +28.5%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $321 Shares 609 Est. Cost $274.96 Unrealized +80.6%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $317 Shares 1,739 Est. Cost $63.74 Unrealized +162.6%
ACLO TCW AAA CLO ETF 0.0%
Value ($000) $302 Shares 6,000 Est. Cost $50.30 Unrealized
PAYX PAYCHEX INC 0.0%
Value ($000) $302 Shares 2,075 Est. Cost $92.17 Unrealized +60.1%
BND VANGUARD TOTAL BOND MRKT ETF 0.0%
Value ($000) $297 Shares 4,039 Est. Cost $78.09 Unrealized
ESGE ISHARES ESG MSCI EM ETF 0.0%
Value ($000) $280 Shares 7,149 Est. Cost $36.30 Unrealized
AWK AMERICAN WATER WORKS CO INC 0.0%
Value ($000) $278 Shares 2,000 Est. Cost $110.54 Unrealized +27.7%
VXUS VANGUARD TOTAL INTL STOCK ETF 0.0%
Value ($000) $276 Shares 3,999 Est. Cost $57.72 Unrealized
GLDM SPDR GOLD MINISHARES 0.0%
Value ($000) $261 Shares 3,991 Est. Cost $40.83 Unrealized
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $261 Shares 2,600 Est. Cost $59.81 Unrealized +73.4%
ACWI ISHARES MSCI ACWI ETF 0.0%
Value ($000) $257 Shares 2,000 Est. Cost $99.22 Unrealized
MTB M & T BANK CORP 0.0%
Value ($000) $256 Shares 1,322 Est. Cost $101.35 Unrealized +70.6%
CEG CONSTELLATION ENERGY CORP 0.0%
Value ($000) $247 Shares 765 Est. Cost $190.64 Unrealized +38.4%
ZBH ZIMMER HOLDINGS INC 0.0%
Value ($000) $244 Shares 2,680 Est. Cost $130.28 Unrealized -26.3%
USMV ISHARES EDGE MSCI MIN VOL USA ETF 0.0%
Value ($000) $241 Shares 2,564 Est. Cost $47.36 Unrealized
AEE AMEREN CORPORATION 0.0%
Value ($000) $240 Shares 2,498 Est. Cost $29.40 Unrealized +223.6%
AVEM AVANTIS EMERGING MKTS EQ 0.0%
Value ($000) $233 Shares 3,394 Est. Cost $60.17 Unrealized
META META PLATFORMS INC 0.0%
Value ($000) $225 Shares 305 Est. Cost $228.32 Unrealized +170.1%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $222 Shares 2,000 Est. Cost $57.64 Unrealized +81.1%
TMP TOMPKINS FINANCIAL CORP 0.0%
Value ($000) $220 Shares 3,500 Est. Cost $46.77 Unrealized +26.1%
XLP CONSUMER STAPLES SECTOR SPDR 0.0%
Value ($000) $204 Shares 2,515 Est. Cost $61.44 Unrealized
NVS NOVARTIS AG ADR 0.0%
Value ($000) $197 Shares 1,628 Est. Cost $90.29 Unrealized
VBR VANGUARD SMALLCAP VALUE ETF 0.0%
Value ($000) $195 Shares 1,000 Est. Cost $108.04 Unrealized
VB VANGUARD SMALLCAP ETF 0.0%
Value ($000) $193 Shares 813 Est. Cost $135.45 Unrealized
CHD CHURCH & DWIGHT CO INC 0.0%
Value ($000) $192 Shares 2,000 Est. Cost $66.06 Unrealized +48.1%
XLI SPDR INDUSTRIALS (XLI) 0.0%
Value ($000) $168 Shares 1,140 Est. Cost $103.47 Unrealized
XLF SPDR FINANCIAL SELECT SECTOR 0.0%
Value ($000) $164 Shares 3,130 Est. Cost $31.44 Unrealized
FIS FIDELITY NATL INFORMATION SV 0.0%
Value ($000) $163 Shares 2,000 Est. Cost $116.22 Unrealized -34.1%
MMM 3M COMPANY 0.0%
Value ($000) $160 Shares 1,050 Est. Cost $98.38 Unrealized +43.6%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $150 Shares 2,050 Est. Cost $30.49 Unrealized +120.8%
EIX EDISON INTL 0.0%
Value ($000) $148 Shares 2,877 Est. Cost $51.38 Unrealized +3.3%
BA BOEING COMPANY 0.0%
Value ($000) $147 Shares 700 Est. Cost $134.65 Unrealized +40.3%
INTC INTEL CORP 0.0%
Value ($000) $146 Shares 6,540 Est. Cost $30.35 Unrealized -31.7%
SO SOUTHERN COMPANY 0.0%
Value ($000) $142 Shares 1,550 Est. Cost $40.88 Unrealized +115.3%
VTV VANGUARD VALUE ETF 0.0%
Value ($000) $141 Shares 800 Est. Cost $169.30 Unrealized
ALB ALBEMARLE CORP 0.0%
Value ($000) $139 Shares 2,215 Est. Cost $86.72 Unrealized -32.7%
SYY SYSCO CORP 0.0%
Value ($000) $134 Shares 1,765 Est. Cost $33.25 Unrealized +113.8%
L LOEWS CORP 0.0%
Value ($000) $119 Shares 1,300 Est. Cost $35.50 Unrealized +146.8%
ROP ROPER INDS INC 0.0%
Value ($000) $113 Shares 200 Est. Cost $333.07 Unrealized +68.8%
WFC WELLS FARGO & CO 0.0%
Value ($000) $113 Shares 1,406 Est. Cost $40.08 Unrealized +77.5%
ECL ECOLAB INC 0.0%
Value ($000) $108 Shares 400 Est. Cost $149.57 Unrealized +68.7%
NRG NRG ENERGY INC 0.0%
Value ($000) $108 Shares 671 Est. Cost $100.05 Unrealized +30.9%
BSV VANGUARD SHORT TERM BOND ETF 0.0%
Value ($000) $106 Shares 1,350 Est. Cost $79.76 Unrealized
TM TOYOTA MOTOR CORP 0.0%
Value ($000) $103 Shares 600 Est. Cost $136.08 Unrealized
TMUS T MOBILE US INC 0.0%
Value ($000) $100 Shares 420 Est. Cost $138.73 Unrealized +74.1%
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $100 Shares 200 Est. Cost $181.39 Unrealized +168.0%
TDY TELEDYNE TECHNOLOGIES INC 0.0%
Value ($000) $96 Shares 187 Est. Cost $88.71 Unrealized +443.9%
BN BROOKFIELD CORP NPV 0.0%
Value ($000) $95 Shares 1,528 Est. Cost $21.90 Unrealized +68.5%
NWFL NORWOOD FINANCIAL CORP 0.0%
Value ($000) $91 Shares 3,550 Est. Cost $29.61 Unrealized -15.4%
DHR DANAHER CORP 0.0%
Value ($000) $86 Shares 435 Est. Cost $148.82 Unrealized +29.7%
NGG NATIONAL GRID PLC ADR 0.0%
Value ($000) $80 Shares 1,073 Est. Cost $63.43 Unrealized
MO ALTRIA GROUP INC 0.0%
Value ($000) $73 Shares 1,250 Est. Cost $29.52 Unrealized +89.5%
LIN LINDE PLC 0.0%
Value ($000) $70 Shares 150 Est. Cost $322.30 Unrealized +40.3%
VEU VANGUARD FTSE ALL-WLD EX-US ETF 0.0%
Value ($000) $70 Shares 1,034 Est. Cost $57.40 Unrealized
SLV ISHARES SILVER TRUST 0.0%
Value ($000) $69 Shares 2,110 Est. Cost $15.59 Unrealized
TT TRANE TECHNOLOGIES PLC 0.0%
Value ($000) $69 Shares 158 Est. Cost $359.02 Unrealized +9.5%
SLB SLB 0.0%
Value ($000) $69 Shares 2,034 Est. Cost $57.18 Unrealized -40.6%
F FORD MOTOR COMPANY 0.0%
Value ($000) $65 Shares 6,000 Est. Cost $9.66 Unrealized +2.2%
PRU PRUDENTIAL FINANCIAL INC 0.0%
Value ($000) $61 Shares 566 Est. Cost $82.60 Unrealized +21.4%
KHC KRAFT HEINZ COMPANY 0.0%
Value ($000) $60 Shares 2,333 Est. Cost $35.47 Unrealized -24.8%
PFIS PEOPLES FINL SVCS CORP 0.0%
Value ($000) $60 Shares 1,218 Est. Cost $33.02 Unrealized +35.8%
NUVEEN AMT FREE MUNI CR INC 0.0%
Value ($000) $60 Shares 5,000 Est. Cost $12.67 Unrealized
ADBE ADOBE INC 0.0%
Value ($000) $60 Shares 154 Est. Cost $340.55 Unrealized +13.1%
ET ENERGY TRANSFER EQUITY LP 0.0%
Value ($000) $58 Shares 3,200 Est. Cost $15.36 Unrealized
BSCX INVESCO BULLETSHARES 2033 CORP BOND ETF 0.0%
Value ($000) $57 Shares 2,700 Est. Cost $20.67 Unrealized
MPC MARATHON PETROLEUM CORP 0.0%
Value ($000) $57 Shares 344 Est. Cost $37.88 Unrealized +290.4%
DGRO ISHARES CORE DIV GROWTH ETF 0.0%
Value ($000) $57 Shares 886 Est. Cost $63.93 Unrealized
ENB ENBRIDGE INC 0.0%
Value ($000) $57 Shares 1,249 Est. Cost $25.08 Unrealized +74.6%
CROX CROCS INC 0.0%
Value ($000) $56 Shares 550 Est. Cost $93.99 Unrealized +8.5%
PAA PLAINS ALL AMERICAN PIPELINE 0.0%
Value ($000) $55 Shares 3,000 Est. Cost $9.88 Unrealized
AFL AFLAC INC 0.0%
Value ($000) $55 Shares 520 Est. Cost $75.75 Unrealized +36.8%
GEHC GE HEALTHCARE TECH 0.0%
Value ($000) $54 Shares 728 Est. Cost $71.08 Unrealized -2.2%
MGK VANGUARD MEGA CAP GROWTH 0.0%
Value ($000) $52 Shares 143 Est. Cost $366.15 Unrealized
BNDX VANGUARD TOTAL INTL BOND ETF 0.0%
Value ($000) $51 Shares 1,027 Est. Cost $49.50 Unrealized
FCNCA FIRST CITIZENS BANCSHARES 0.0%
Value ($000) $47 Shares 24 Est. Cost $2029.02 Unrealized -10.8%
SNA SNAP ON INC 0.0%
Value ($000) $47 Shares 150 Est. Cost $207.93 Unrealized +50.3%
TD TORONTO DOMINION BANK 0.0%
Value ($000) $44 Shares 594 Est. Cost $46.43 Unrealized +40.6%
JBL JABIL CIRCUIT INC. 0.0%
Value ($000) $44 Shares 200 Est. Cost $31.79 Unrealized +409.5%
TJX TJX COMPANIES 0.0%
Value ($000) $43 Shares 350 Est. Cost $44.76 Unrealized +181.3%
JCI JOHNSON CTLS INTL PLC 0.0%
Value ($000) $42 Shares 400 Est. Cost $81.59 Unrealized +12.4%
SGOV ISHARES 0-3 MONTH TREASURY 0.0%
Value ($000) $40 Shares 400 Est. Cost $100.46 Unrealized
SRLN SPDR BLACKSTONE/GSO SENIOR LOAN ETF 0.0%
Value ($000) $40 Shares 955 Est. Cost $46.07 Unrealized
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $40 Shares 400 Est. Cost $47.48 Unrealized +101.0%
BSCS INVESCO BULLETSHARES 2028 CORP BOND 0.0%
Value ($000) $38 Shares 1,837 Est. Cost $20.16 Unrealized
TS TENARIS SA ADR 0.0%
Value ($000) $37 Shares 1,000 Est. Cost $30.06 Unrealized
INVESCO MUNICIPAL TRUST 0.0%
Value ($000) $37 Shares 4,000 Est. Cost $9.98 Unrealized
ICLN ISHARES GLOBAL CLEAN ENERGY 0.0%
Value ($000) $34 Shares 2,600 Est. Cost $23.42 Unrealized
EPD ENTERPRISE PRODS PARTNERS LP 0.0%
Value ($000) $34 Shares 1,098 Est. Cost $24.40 Unrealized
UBS UBS GROUP AG 0.0%
Value ($000) $34 Shares 1,000 Est. Cost $15.37 Unrealized +101.3%
MUSA MURPHY USA INC 0.0%
Value ($000) $33 Shares 82 Est. Cost $184.28 Unrealized +145.8%
OKE ONEOK INC 0.0%
Value ($000) $32 Shares 394 Est. Cost $32.05 Unrealized +151.7%
CTVA CORTEVA INC 0.0%
Value ($000) $32 Shares 425 Est. Cost $27.43 Unrealized +141.3%
MU MICRON TECHNOLOGY 0.0%
Value ($000) $31 Shares 250 Est. Cost $64.41 Unrealized +44.7%
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $30 Shares 90 Est. Cost $181.80 Unrealized +55.2%
DG DOLLAR GENERAL CORP 0.0%
Value ($000) $30 Shares 260 Est. Cost $132.89 Unrealized -26.2%
SPSM SPDR PORTFOLIO SMALLCAP ETF 0.0%
Value ($000) $29 Shares 677 Est. Cost $33.89 Unrealized
MLPA GLOBAL X MLP ETF 0.0%
Value ($000) $28 Shares 550 Est. Cost $39.71 Unrealized
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $27 Shares 655 Est. Cost $13.89 Unrealized +163.3%
WBS WEBSTER FINANCIAL CORP 0.0%
Value ($000) $25 Shares 463 Est. Cost $59.37 Unrealized -16.0%
IGIB ISHARES INTERMEDIATE CREDIT BOND ETF 0.0%
Value ($000) $25 Shares 468 Est. Cost $64.85 Unrealized
FBIN FORTUNE BRANDS HOME & SEC 0.0%
Value ($000) $25 Shares 480 Est. Cost $57.83 Unrealized -11.1%
RSG REPUBLIC SERVICES INC 0.0%
Value ($000) $25 Shares 100 Est. Cost $83.07 Unrealized +195.1%
HDV ISHARES CORE HIGH DIVIDEND 0.0%
Value ($000) $25 Shares 210 Est. Cost $88.50 Unrealized
VRP INVESCO VARIABLE RATE PFD 0.0%
Value ($000) $24 Shares 1,000 Est. Cost $24.45 Unrealized
TSLX SIXTH ST SPECIALTY LENDING 0.0%
Value ($000) $24 Shares 1,000 Est. Cost $19.22 Unrealized +14.2%
EMN EASTMAN CHEMICAL CO 0.0%
Value ($000) $24 Shares 316 Est. Cost $54.23 Unrealized +40.0%
IEF ISHARES 7-10 YEAR TSY BOND 0.0%
Value ($000) $23 Shares 245 Est. Cost $108.36 Unrealized
O REALTY INCOME CORP 0.0%
Value ($000) $23 Shares 400 Est. Cost $49.66 Unrealized +9.7%
PHM PULTE GROUP INC 0.0%
Value ($000) $22 Shares 210 Est. Cost $41.81 Unrealized +139.7%
ARCC ARES CAPITAL CORPORATION 0.0%
Value ($000) $22 Shares 1,000 Est. Cost $14.66 Unrealized +36.3%
FNV FRANCO NEVADA CORP 0.0%
Value ($000) $22 Shares 132 Est. Cost $44.81 Unrealized +268.7%
IJT ISHARES TR INDEX S&P SMLCP GROW 0.0%
Value ($000) $21 Shares 160 Est. Cost $128.43 Unrealized
BAM BROOKFIELD ASSET MGMT LTD 0.0%
Value ($000) $21 Shares 382 Est. Cost $27.10 Unrealized +94.0%
IQLT ISHARES MSCI INTL QUALITY FACTOR ETF 0.0%
Value ($000) $21 Shares 479 Est. Cost $43.22 Unrealized
CME CME GROUP INC CL A 0.0%
Value ($000) $21 Shares 75 Est. Cost $242.42 Unrealized +10.7%
ZBRA ZEBRA TECHNOLOGIES CORP CL A 0.0%
Value ($000) $21 Shares 67 Est. Cost $336.52 Unrealized -19.3%
JPST JP MORGAN ULTRA SHORT INC 0.0%
Value ($000) $20 Shares 400 Est. Cost $50.68 Unrealized
ALL THE ALLSTATE CORPORATION 0.0%
Value ($000) $20 Shares 100 Est. Cost $98.38 Unrealized +100.1%
IGSB ISHARES SHORT TERM CORP BOND 0.0%
Value ($000) $20 Shares 380 Est. Cost $77.37 Unrealized
D DOMINION ENERGY INC 0.0%
Value ($000) $20 Shares 350 Est. Cost $49.63 Unrealized +7.1%
J JACOBS SOLUTIONS INC 0.0%
Value ($000) $20 Shares 150 Est. Cost $100.68 Unrealized +21.7%
ARI APOLLO COMM REAL ESTATE 0.0%
Value ($000) $19 Shares 2,000 Est. Cost $10.50 Unrealized
HYG ISHARES IBOXX $ HIGH YIELD CORP BOND ETF 0.0%
Value ($000) $19 Shares 237 Est. Cost $85.91 Unrealized
SOLV SOLVENTUM CORP 0.0%
Value ($000) $19 Shares 250 Est. Cost $60.70 Unrealized +16.7%
IP INTERNATIONAL PAPER CO 0.0%
Value ($000) $19 Shares 400 Est. Cost $33.78 Unrealized +36.1%
SWX SOUTHWEST GAS HOLDINGS INC 0.0%
Value ($000) $19 Shares 250 Est. Cost $72.09 Unrealized 0.0%
COHR COHERENT CORP 0.0%
Value ($000) $18 Shares 200 Est. Cost $47.89 Unrealized +50.3%
ESGU ISHARES TR ESG MSCI USA ETF (ESGU) 0.0%
Value ($000) $17 Shares 125 Est. Cost $79.45 Unrealized
BLV VANGUARD BD INDEX FD INC LONG TERM BOND 0.0%
Value ($000) $17 Shares 240 Est. Cost $70.42 Unrealized
LIBERTY ALL STAR EQUITY FD 0.0%
Value ($000) $16 Shares 2,402 Est. Cost $6.80 Unrealized
GAP GAP INC 0.0%
Value ($000) $15 Shares 700 Est. Cost $22.43 Unrealized -2.6%
XLC SELECT SECTOR SPDR TR COMMUNICATION 0.0%
Value ($000) $15 Shares 139 Est. Cost $64.78 Unrealized
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 +52.1%
DGII DIGI INTL INC 0.0%
Value ($000) $14 Shares 400 Est. Cost $10.69 Unrealized +186.2%
MEDP MEDPACE HOLDINGS INC 0.0%
Value ($000) $13 Shares 40 Est. Cost $206.82 Unrealized +45.2%
SPH SUBURBAN PROPANE PARTNERS LP 0.0%
Value ($000) $12 Shares 660 Est. Cost $15.46 Unrealized
RDDT REDDIT CLASS A 0.0%
Value ($000) $12 Shares 80 Est. Cost $52.71 Unrealized +115.1%
VPU VANGUARD UTILITIES ETF 0.0%
Value ($000) $11 Shares 65 Est. Cost $104.37 Unrealized
HTGC HERCULES CAPITAL INC 0.0%
Value ($000) $11 Shares 625 Est. Cost $15.82 Unrealized +12.0%
BK BANK OF NEW YORK MELLON CORP 0.0%
Value ($000) $11 Shares 125 Est. Cost $32.93 Unrealized +155.0%
HUM HUMANA INC 0.0%
Value ($000) $11 Shares 43 Est. Cost $246.72 Unrealized 0.0%
CAPL CROSSAMERICA PTN LP UT LTD 0.0%
Value ($000) $10 Shares 500 Est. Cost $22.00 Unrealized
BLACKROCK ENHANCED EQT DIV 0.0%
Value ($000) $10 Shares 1,167 Est. Cost $8.89 Unrealized
AGCO AGCO CORP 0.0%
Value ($000) $10 Shares 100 Est. Cost $64.19 Unrealized +47.2%
EQT EQT CORPORATION 0.0%
Value ($000) $10 Shares 175 Est. Cost $33.40 Unrealized +60.4%
OCSL OAKTREE SPECIALTY LENDING 0.0%
Value ($000) $10 Shares 730 Est. Cost $19.92 Unrealized -29.2%
GM GENERAL MOTORS CO 0.0%
Value ($000) $10 Shares 200 Est. Cost $36.67 Unrealized +28.3%
GABELLI HLTHCARE & WELLNESS 0.0%
Value ($000) $9 Shares 1,000 Est. Cost $9.54 Unrealized
JUST GOLDMAN SACHS JUST US LARGE CAP EQUITY ETF 0.0%
Value ($000) $9 Shares 105 Est. Cost $58.40 Unrealized
AMCOR PLC 0.0%
Value ($000) $9 Shares 1,000 Est. Cost $8.76 Unrealized +4.4%
FDX FEDEX CORP 0.0%
Value ($000) $9 Shares 40 Est. Cost $226.10 Unrealized -4.8%
IXJ ISHARES GLOBAL HEALTHCARE 0.0%
Value ($000) $9 Shares 105 Est. Cost $84.18 Unrealized
DINO HF SINCLAIR CORP 0.0%
Value ($000) $9 Shares 220 Est. Cost $38.65 Unrealized -13.2%
KEY KEYCORP 0.0%
Value ($000) $9 Shares 500 Est. Cost $10.83 Unrealized +39.0%
NXST NEXSTAR MEDIA GROUP INC 0.0%
Value ($000) $9 Shares 50 Est. Cost $111.16 Unrealized +42.8%
MPT MEDICAL PPTYS TRUST INC 0.0%
Value ($000) $9 Shares 2,000 Est. Cost $3.95 Unrealized
DKNG DRAFTKINGS INC CL A 0.0%
Value ($000) $9 Shares 200 Est. Cost $14.08 Unrealized +154.7%
EL ESTEE LAUDER COMP INC CL A 0.0%
Value ($000) $8 Shares 100 Est. Cost $175.92 Unrealized -63.8%
DJT TRUMP MEDIA & TECH GROUP 0.0%
Value ($000) $8 Shares 425 Est. Cost $38.79 Unrealized -43.9%
BCE BCE INC 0.0%
Value ($000) $8 Shares 340 Est. Cost $33.07 Unrealized -36.3%
MUR MURPHY OIL CORPORATION 0.0%
Value ($000) $7 Shares 328 Est. Cost $30.71 Unrealized -30.5%
PSTL POSTAL REALTY TRUST INC CL A 0.0%
Value ($000) $7 Shares 500 Est. Cost $13.05 Unrealized
BHP BHP GROUP LTD ADR 0.0%
Value ($000) $7 Shares 150 Est. Cost $44.58 Unrealized
BSCT INVESCO BULLETSHS CORP ETF 0.0%
Value ($000) $7 Shares 380 Est. Cost $18.54 Unrealized
PBW INVESCO WILDERHILL CLEAN ENERGY ETF 0.0%
Value ($000) $6 Shares 323 Est. Cost $44.50 Unrealized
FISI FINANCIAL INSTITUTIONS INC 0.0%
Value ($000) $6 Shares 250 Est. Cost $17.92 Unrealized +35.0%
INFU INFUSYSTEMS HOLDINGS INC 0.0%
Value ($000) $6 Shares 1,000 Est. Cost $3.18 Unrealized +73.8%
CPNG COUPANG INC CL A 0.0%
Value ($000) $6 Shares 200 Est. Cost $17.65 Unrealized +45.2%
GWRE GUIDEWARE SOFTWARE INC 0.0%
Value ($000) $6 Shares 25 Est. Cost $214.86 Unrealized 0.0%
VALE VALE SA SPONSORED ADS 0.0%
Value ($000) $6 Shares 600 Est. Cost $15.86 Unrealized
GABELLI EQUITY TR INC 0.0%
Value ($000) $6 Shares 1,000 Est. Cost $5.00 Unrealized
RBBN RIBBONS COMMUNICATIONS INC 0.0%
Value ($000) $6 Shares 1,400 Est. Cost $8.28 Unrealized -56.4%
HOG HARLEY DAVIDSON INC 0.0%
Value ($000) $5 Shares 200 Est. Cost $61.89 Unrealized -61.6%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.0%
Value ($000) $5 Shares 80 Est. Cost $41.50 Unrealized
SIRI SIRIUSXM HOLDINGS INC 0.0%
Value ($000) $4 Shares 190 Est. Cost $23.55 Unrealized -8.6%
B BARRICK MINING CORPORATION 0.0%
Value ($000) $4 Shares 200 Est. Cost $19.29 Unrealized 0.0%
CRBN ISHARES MSCI ACWI LOW CARBON 0.0%
Value ($000) $4 Shares 17 Est. Cost $171.43 Unrealized
SUSC ISHARES ESG USD CORP BOND 0.0%
Value ($000) $3 Shares 146 Est. Cost $23.01 Unrealized
CLIP GLOBAL X 1-3 MNTH T-BILL ETF 0.0%
Value ($000) $3 Shares 27 Est. Cost $100.47 Unrealized
SPMD SPDR PORTFOLIO MIDCAP ETF 0.0%
Value ($000) $2 Shares 45 Est. Cost $54.33 Unrealized
CRSP CRISPR THERAPEUTICS AG 0.0%
Value ($000) $2 Shares 50 Est. Cost $71.59 Unrealized -45.9%
ZIMVIE INC 0.0%
Value ($000) $2 Shares 260 Est. Cost $21.84 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
GABELLI UTILITY TRUST 0.0%
Value ($000) $2 Shares 330 Est. Cost $7.83 Unrealized
SUSB ISHARES TR ESG AWRE 1 5 YR 0.0%
Value ($000) $2 Shares 75 Est. Cost $25.32 Unrealized
TDC TERADATA CORP 0.0%
Value ($000) $2 Shares 68 Est. Cost $21.75 Unrealized 0.0%
PLUG PLUG POWER INC 0.0%
Value ($000) $1 Shares 1,000 Est. Cost $2.24 Unrealized -55.5%
GABELLI MULTIMEDIA TR INC 0.0%
Value ($000) $1 Shares 299 Est. Cost $7.80 Unrealized
AIM AIM IMMUNOTECH INC COM NEW 0.0%
Value ($000) $1 Shares 132 Est. Cost $7.45 Unrealized 0.0%
NATL NCR ATLEOS CORPORATION 0.0%
Value ($000) $1 Shares 34 Est. Cost $26.97 Unrealized 0.0%
WDS WOODSIDE ENERGY GROUP LTD 0.0%
Value ($000) $1 Shares 54 Est. Cost $20.00 Unrealized
VYX NCR CORP 0.0%
Value ($000) $1 Shares 68 Est. Cost $10.11 Unrealized 0.0%
FLG NEW YORK COMMUNITY BANCORP 0.0%
Value ($000) $1 Shares 58 Est. Cost $10.59 Unrealized +7.7%
KD KYNDRYL HOLDINGS INC 0.0%
Value ($000) $0 Shares 10 Est. Cost $21.59 Unrealized +67.5%
LPRO OPEN LENDING CORP 0.0%
Value ($000) $0 Shares 200 Est. Cost $7.04 Unrealized -77.0%
BB BLACKBERRY LTD NPV 0.0%
Value ($000) $0 Shares 83 Est. Cost $5.49 Unrealized -31.3%
OGN ORGANON & CO 0.0%
Value ($000) $0 Shares 8 Est. Cost $26.93 Unrealized -61.9%
BCIC PORTMAN RIDGE FINANCIAL CORP 0.0%
Value ($000) $0 Shares 3 Est. Cost $11.10 Unrealized 0.0%
CVM CEL-SCI CORP COM NEW 0.0%
Value ($000) $0 Shares 16 Est. Cost $5.23 Unrealized 0.0%