Community Bank, N.A. Diversified Active

CIK: 0001632187 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 14, 2025

Total Value ($000): $826,839 (100.0% shares, 0.0% debt)

Holdings (498)

AAPL APPLE INC 11.7%
Value ($000) $96,947 Shares 380,736 Est. Cost $86.95 Unrealized +159.4%
IVV ISHARES CORE S&P 500 ETF 3.8%
Value ($000) $31,549 Shares 47,138 Est. Cost $258.79 Unrealized
MSFT MICROSOFT CORP 3.6%
Value ($000) $30,101 Shares 58,115 Est. Cost $75.82 Unrealized +570.9%
IEFA ISHARES CORE MSCI EAFE ETF 3.6%
Value ($000) $29,367 Shares 336,349 Est. Cost $61.16 Unrealized
IBM INTL BUSINESS MACHINES CORP 3.5%
Value ($000) $29,047 Shares 102,950 Est. Cost $110.87 Unrealized +134.1%
JPM JPMORGAN CHASE & CO 2.7%
Value ($000) $22,282 Shares 70,644 Est. Cost $66.89 Unrealized +342.4%
VOO VANGUARD S&P 500 ETF 2.0%
Value ($000) $16,382 Shares 26,751 Est. Cost $504.18 Unrealized
IJR ISHARES CORE S&P SMALLCAP ETF 1.7%
Value ($000) $13,722 Shares 115,480 Est. Cost $92.08 Unrealized
AVGO BROADCOM INC 1.5%
Value ($000) $12,774 Shares 38,722 Est. Cost $146.86 Unrealized +108.2%
GOOGL ALPHABET INC CLASS A 1.5%
Value ($000) $12,334 Shares 50,738 Est. Cost $120.63 Unrealized +73.4%
ABBV ABBVIE INC 1.4%
Value ($000) $11,302 Shares 48,814 Est. Cost $45.10 Unrealized +347.8%
CSCO CISCO SYSTEMS INC 1.3%
Value ($000) $10,899 Shares 159,290 Est. Cost $22.52 Unrealized +199.2%
IJH ISHARES CORE S&P MIDCAP ETF 1.3%
Value ($000) $10,687 Shares 163,763 Est. Cost $98.42 Unrealized
SPY SPDR S&P 500 ETF 1.3%
Value ($000) $10,465 Shares 15,709 Est. Cost $216.71 Unrealized
JEPI JPMORGAN EQUITY PREMIUM INC 1.2%
Value ($000) $10,119 Shares 177,255 Est. Cost $56.48 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 1.2%
Value ($000) $10,044 Shares 21,444 Est. Cost $105.45 Unrealized
WMT WAL MART STORES INC 1.2%
Value ($000) $9,990 Shares 96,930 Est. Cost $46.06 Unrealized +115.5%
BMY BRISTOL MYERS SQUIBB COMPANY 1.2%
Value ($000) $9,827 Shares 217,936 Est. Cost $44.78 Unrealized +1.6%
MRK MERCK & COMPANY INC 1.2%
Value ($000) $9,736 Shares 116,008 Est. Cost $48.13 Unrealized +68.3%
AMZN AMAZON.COM INC 1.2%
Value ($000) $9,552 Shares 43,503 Est. Cost $142.38 Unrealized +59.0%
PEP PEPSICO INC 1.1%
Value ($000) $9,396 Shares 66,905 Est. Cost $85.24 Unrealized +64.7%
VZ VERIZON COMMUNICATIONS 1.1%
Value ($000) $9,270 Shares 210,932 Est. Cost $32.91 Unrealized +29.1%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 1.1%
Value ($000) $9,110 Shares 138,194 Est. Cost $54.69 Unrealized
NVDA NVIDIA CORPORATION 1.1%
Value ($000) $8,876 Shares 47,570 Est. Cost $94.16 Unrealized +85.1%
JNJ JOHNSON & JOHNSON 1.1%
Value ($000) $8,709 Shares 46,968 Est. Cost $90.32 Unrealized +87.7%
PG PROCTER & GAMBLE CO 0.9%
Value ($000) $7,807 Shares 50,811 Est. Cost $73.32 Unrealized +111.3%
AVDV AVANTIS INTERNATIONAL ETF 0.9%
Value ($000) $7,573 Shares 85,063 Est. Cost $69.93 Unrealized
GLW CORNING INC 0.9%
Value ($000) $7,376 Shares 89,918 Est. Cost $28.00 Unrealized +132.1%
EMR EMERSON ELECTRIC CO 0.9%
Value ($000) $7,219 Shares 55,029 Est. Cost $55.72 Unrealized +143.1%
CAT CATERPILLAR INC 0.9%
Value ($000) $7,193 Shares 15,076 Est. Cost $111.24 Unrealized +282.4%
CBU COMMUNITY FINANCIAL SYS INC 0.8%
Value ($000) $6,953 Shares 118,568 Est. Cost $48.83 Unrealized +16.9%
MDY SPDR S&P MIDCAP 400 ETF 0.8%
Value ($000) $6,879 Shares 11,541 Est. Cost $264.61 Unrealized
XOM EXXON MOBIL CORP 0.8%
Value ($000) $6,510 Shares 57,736 Est. Cost $64.91 Unrealized +69.0%
KO COCA COLA COMPANY 0.7%
Value ($000) $6,061 Shares 91,406 Est. Cost $33.09 Unrealized +105.2%
RTX RTX CORP 0.7%
Value ($000) $5,881 Shares 35,148 Est. Cost $60.55 Unrealized +154.8%
AVUV AVANTIS US SMALLCAP VALUE 0.7%
Value ($000) $5,706 Shares 57,334 Est. Cost $90.55 Unrealized
IWD ISHARES RUSSELL 1000 VALUE 0.7%
Value ($000) $5,512 Shares 27,074 Est. Cost $119.47 Unrealized
QCOM QUALCOMM INC 0.7%
Value ($000) $5,434 Shares 32,666 Est. Cost $99.76 Unrealized +57.6%
CVX CHEVRON CORP 0.6%
Value ($000) $5,233 Shares 33,697 Est. Cost $73.96 Unrealized +105.9%
ABT ABBOTT LABORATORIES 0.6%
Value ($000) $5,128 Shares 38,283 Est. Cost $48.59 Unrealized +168.8%
PEG PUBLIC SVC ENTERPRISE GROUP 0.6%
Value ($000) $5,103 Shares 61,138 Est. Cost $30.88 Unrealized +167.8%
LOW LOWES COMPANIES INC 0.6%
Value ($000) $4,983 Shares 19,827 Est. Cost $78.14 Unrealized +212.5%
V VISA INC CLASS A 0.6%
Value ($000) $4,927 Shares 14,434 Est. Cost $171.85 Unrealized +100.8%
TXN TEXAS INSTRUMENTS INC 0.6%
Value ($000) $4,776 Shares 25,996 Est. Cost $66.26 Unrealized +191.7%
IWS ISHARES RUSSELL MIDCAP VALUE 0.6%
Value ($000) $4,630 Shares 33,147 Est. Cost $75.98 Unrealized
CMI CUMMINS INC 0.6%
Value ($000) $4,596 Shares 10,881 Est. Cost $107.29 Unrealized +254.8%
AMGN AMGEN INC 0.6%
Value ($000) $4,591 Shares 16,270 Est. Cost $168.30 Unrealized +70.3%
AEP AMERICAN ELECTRIC POWER CO 0.5%
Value ($000) $4,491 Shares 39,918 Est. Cost $71.01 Unrealized +52.4%
ITW ILLINOIS TOOL WORKS INC 0.5%
Value ($000) $4,446 Shares 17,052 Est. Cost $75.08 Unrealized +242.7%
NUE NUCOR CORP 0.5%
Value ($000) $4,424 Shares 32,670 Est. Cost $39.54 Unrealized +255.3%
NEE NEXTERA ENERGY INC 0.5%
Value ($000) $4,383 Shares 58,060 Est. Cost $57.44 Unrealized +25.7%
CB CHUBB LTD 0.5%
Value ($000) $4,316 Shares 15,292 Est. Cost $137.46 Unrealized +100.2%
LRCX LAM RESEARCH CORP 0.5%
Value ($000) $4,310 Shares 32,186 Est. Cost $75.33 Unrealized +40.1%
FLCA FRANKLIN FTSE CANADA 0.5%
Value ($000) $4,308 Shares 94,894 Est. Cost $34.80 Unrealized
TFC TRUIST FINANCIAL CORP 0.5%
Value ($000) $4,279 Shares 93,599 Est. Cost $38.30 Unrealized +15.8%
UPS UNITED PARCEL SERVICE CL B 0.5%
Value ($000) $3,997 Shares 47,854 Est. Cost $98.06 Unrealized -10.1%
PFF ISHARES US PREFERRED STOCK 0.5%
Value ($000) $3,988 Shares 126,165 Est. Cost $34.62 Unrealized
T AT&T INC 0.5%
Value ($000) $3,985 Shares 141,160 Est. Cost $13.62 Unrealized +106.1%
MCD MCDONALDS CORP 0.5%
Value ($000) $3,979 Shares 13,093 Est. Cost $113.91 Unrealized +164.6%
HD HOME DEPOT INC 0.4%
Value ($000) $3,579 Shares 8,832 Est. Cost $148.97 Unrealized +161.2%
SCHA SCHWAB US SMALL CAP ETF 0.4%
Value ($000) $3,492 Shares 125,224 Est. Cost $40.36 Unrealized
OMC OMNICOM GROUP INC 0.4%
Value ($000) $3,306 Shares 40,546 Est. Cost $56.04 Unrealized +32.7%
LLY ELI LILLY AND COMPANY 0.4%
Value ($000) $3,276 Shares 4,294 Est. Cost $364.58 Unrealized +103.6%
KCE SPDR S&P CAPITAL MARKETS 0.4%
Value ($000) $3,136 Shares 20,515 Est. Cost $132.44 Unrealized
PSX PHILLIPS 66 0.4%
Value ($000) $3,048 Shares 22,407 Est. Cost $77.43 Unrealized +63.2%
ADP AUTOMATIC DATA PROCESSING 0.4%
Value ($000) $3,045 Shares 10,376 Est. Cost $68.31 Unrealized +335.9%
LMT LOCKHEED MARTIN CORP 0.4%
Value ($000) $3,037 Shares 6,083 Est. Cost $315.19 Unrealized +42.2%
BKGI BNY MELLON GLOBAL INFRASTRUCTURE ETF 0.4%
Value ($000) $3,025 Shares 77,698 Est. Cost $33.19 Unrealized
HON HONEYWELL INTL INC 0.4%
Value ($000) $2,991 Shares 14,210 Est. Cost $142.83 Unrealized +45.0%
APD AIR PRODUCTS & CHEMICALS INC 0.4%
Value ($000) $2,925 Shares 10,725 Est. Cost $219.06 Unrealized +30.3%
ELV ELEVANCE HEALTH INC 0.3%
Value ($000) $2,874 Shares 8,895 Est. Cost $350.82 Unrealized -12.2%
EMXC ISHARES MSCI EM EX CHINA 0.3%
Value ($000) $2,833 Shares 41,966 Est. Cost $55.32 Unrealized
DIS WALT DISNEY CO 0.3%
Value ($000) $2,704 Shares 23,614 Est. Cost $96.79 Unrealized +20.9%
EFA ISHARES MSCI EAFE ETF 0.3%
Value ($000) $2,702 Shares 28,937 Est. Cost $61.36 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.3%
Value ($000) $2,667 Shares 5,498 Est. Cost $411.86 Unrealized +12.8%
DD DUPONT DE NEMOURS INC 0.3%
Value ($000) $2,644 Shares 33,943 Est. Cost $26.60 Unrealized +17.1%
XLU UTILITIES SELECT SECTOR SPDR 0.3%
Value ($000) $2,548 Shares 29,217 Est. Cost $76.22 Unrealized
XLE ENERGY SELECT SECTOR SPDR 0.3%
Value ($000) $2,537 Shares 28,393 Est. Cost $42.37 Unrealized
SHY ISHARES 1-3 YR TREASURY BOND 0.3%
Value ($000) $2,426 Shares 29,246 Est. Cost $82.55 Unrealized
SYK STRYKER CORP 0.3%
Value ($000) $2,425 Shares 6,559 Est. Cost $129.59 Unrealized +196.7%
SRE SEMPRA ENERGY 0.3%
Value ($000) $2,407 Shares 26,746 Est. Cost $62.61 Unrealized +27.5%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.3%
Value ($000) $2,397 Shares 7,305 Est. Cost $114.72 Unrealized
PANW PALO ALTO NETWORKS INC 0.3%
Value ($000) $2,349 Shares 11,537 Est. Cost $181.58 Unrealized +5.4%
PNC PNC FINL SVCS GROUP INC 0.3%
Value ($000) $2,272 Shares 11,307 Est. Cost $104.73 Unrealized +86.9%
CRM SALESFORCE INC 0.3%
Value ($000) $2,211 Shares 9,329 Est. Cost $260.36 Unrealized -3.4%
KMI KINDER MORGAN INC 0.3%
Value ($000) $2,165 Shares 76,509 Est. Cost $16.39 Unrealized +64.6%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.3%
Value ($000) $2,142 Shares 39,530 Est. Cost $41.71 Unrealized
MBB ISHARES TR BARCLYS MBS BD 0.3%
Value ($000) $2,122 Shares 22,298 Est. Cost $94.55 Unrealized
ACWX ISHARES MSCI ACWI EX US ETF 0.2%
Value ($000) $2,061 Shares 31,697 Est. Cost $48.54 Unrealized
BLK BLACKROCK INC 0.2%
Value ($000) $2,048 Shares 1,757 Est. Cost $991.05 Unrealized +11.9%
VGT VANGUARD INFO TECH ETF 0.2%
Value ($000) $1,997 Shares 2,675 Est. Cost $217.23 Unrealized
EIPI FIRST TR EXCHNG TRADED FD VIFT ENERGY INCOME 0.2%
Value ($000) $1,981 Shares 100,000 Est. Cost $20.28 Unrealized
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $1,980 Shares 5,733 Est. Cost $148.61 Unrealized +101.2%
CSX CSX CORP 0.2%
Value ($000) $1,976 Shares 55,660 Est. Cost $27.61 Unrealized +22.9%
DE DEERE & COMPANY 0.2%
Value ($000) $1,944 Shares 4,252 Est. Cost $374.86 Unrealized +30.6%
FISV FISERV INC 0.2%
Value ($000) $1,940 Shares 15,049 Est. Cost $157.94 Unrealized -9.3%
EOG EOG RESOURCES INC 0.2%
Value ($000) $1,940 Shares 17,301 Est. Cost $107.73 Unrealized +9.5%
GOOG ALPHABET INC CLASS C 0.2%
Value ($000) $1,864 Shares 7,654 Est. Cost $114.05 Unrealized +84.1%
ADM ARCHER DANIELS MIDLAND CO 0.2%
Value ($000) $1,819 Shares 30,455 Est. Cost $57.45 Unrealized +0.6%
MET METLIFE INC 0.2%
Value ($000) $1,813 Shares 22,014 Est. Cost $73.86 Unrealized +5.5%
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $1,804 Shares 5,430 Est. Cost $75.29 Unrealized +320.4%
MS MORGAN STANLEY 0.2%
Value ($000) $1,784 Shares 11,226 Est. Cost $67.39 Unrealized +117.3%
GD GENERAL DYNAMICS CORP 0.2%
Value ($000) $1,738 Shares 5,096 Est. Cost $137.00 Unrealized +129.0%
FCX FREEPORT MCMORAN INC 0.2%
Value ($000) $1,736 Shares 44,254 Est. Cost $38.47 Unrealized +12.3%
SBUX STARBUCKS CORP 0.2%
Value ($000) $1,675 Shares 19,803 Est. Cost $77.21 Unrealized +14.7%
CAG CONAGRA FOODS INC 0.2%
Value ($000) $1,646 Shares 89,940 Est. Cost $26.28 Unrealized -28.9%
EZU ISHARES MSCI EUROZONE ETF 0.2%
Value ($000) $1,638 Shares 26,444 Est. Cost $50.63 Unrealized
PFE PFIZER INC 0.2%
Value ($000) $1,601 Shares 62,868 Est. Cost $22.84 Unrealized +5.7%
NSC NORFOLK SOUTHERN CORP 0.2%
Value ($000) $1,601 Shares 5,330 Est. Cost $123.91 Unrealized +122.8%
JAAA JANUS DETROIT STREET TR HENDERSON AAA CLO 0.2%
Value ($000) $1,588 Shares 31,283 Est. Cost $50.78 Unrealized
GLD SPDR GOLD SHARES 0.2%
Value ($000) $1,537 Shares 4,325 Est. Cost $130.24 Unrealized
GDX VANECK VECTORS GOLD MINERS ETF 0.2%
Value ($000) $1,528 Shares 20,000 Est. Cost $25.15 Unrealized
WM WASTE MANAGEMENT INC 0.2%
Value ($000) $1,482 Shares 6,713 Est. Cost $158.86 Unrealized +40.8%
IWM ISHARES RUSSELL 2000 ETF 0.2%
Value ($000) $1,464 Shares 6,049 Est. Cost $156.47 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.2%
Value ($000) $1,448 Shares 6,711 Est. Cost $81.14 Unrealized
DHS WISDOMTREE US HIGH DIVIDEND ETF 0.2%
Value ($000) $1,445 Shares 14,340 Est. Cost $70.54 Unrealized
RY ROYAL BANK OF CANADA 0.2%
Value ($000) $1,427 Shares 9,684 Est. Cost $84.46 Unrealized +63.2%
NKE NIKE INC CLASS B 0.2%
Value ($000) $1,354 Shares 19,416 Est. Cost $60.70 Unrealized +21.6%
GS GOLDMAN SACHS GROUP INC 0.2%
Value ($000) $1,352 Shares 1,698 Est. Cost $627.23 Unrealized +17.2%
QQQ INVESCO QQQ TRUST 0.2%
Value ($000) $1,348 Shares 2,246 Est. Cost $244.42 Unrealized
VIS VANGUARD INDUSTRIALS ETF 0.2%
Value ($000) $1,304 Shares 4,400 Est. Cost $107.90 Unrealized
DMLP DORCHESTER MINERALS LP 0.2%
Value ($000) $1,294 Shares 50,010 Est. Cost $12.78 Unrealized
UNP UNION PACIFIC CORP 0.2%
Value ($000) $1,294 Shares 5,475 Est. Cost $154.36 Unrealized +44.6%
TGT TARGET CORP 0.2%
Value ($000) $1,292 Shares 14,404 Est. Cost $131.28 Unrealized -26.3%
SPIB SPDR INTERM CORP BOND ETF 0.1%
Value ($000) $1,236 Shares 36,494 Est. Cost $32.94 Unrealized
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $1,231 Shares 15,400 Est. Cost $64.56 Unrealized +31.1%
LEN LENNAR CORP CL A 0.1%
Value ($000) $1,214 Shares 9,630 Est. Cost $132.92 Unrealized -7.0%
USB US BANCORP 0.1%
Value ($000) $1,199 Shares 24,806 Est. Cost $33.22 Unrealized +39.5%
CVS CVS HEALTH CORP 0.1%
Value ($000) $1,167 Shares 15,488 Est. Cost $58.59 Unrealized +15.8%
CMG CHIPOTLE MEXICAN GRILL 0.1%
Value ($000) $1,160 Shares 29,610 Est. Cost $52.20 Unrealized -13.7%
VRTX VERTEX PHARMACEUTICALS INC 0.1%
Value ($000) $1,121 Shares 2,862 Est. Cost $438.72 Unrealized -4.7%
FSLR FIRST SOLAR, INC. 0.1%
Value ($000) $1,103 Shares 5,000 Est. Cost $79.13 Unrealized +142.6%
BAC BANK OF AMERICA CORPORATION 0.1%
Value ($000) $1,081 Shares 20,950 Est. Cost $27.96 Unrealized +72.9%
COP CONOCOPHILLIPS 0.1%
Value ($000) $1,042 Shares 11,014 Est. Cost $50.70 Unrealized +84.0%
WTRG ESSENTIAL UTILITIES INC 0.1%
Value ($000) $1,036 Shares 25,968 Est. Cost $45.37 Unrealized -16.0%
SPYM SPDR PORTFOLIO S&P 500 0.1%
Value ($000) $1,035 Shares 13,214 Est. Cost $52.58 Unrealized
KVUE KENVUE INC 0.1%
Value ($000) $972 Shares 59,946 Est. Cost $20.12 Unrealized -0.3%
IAU ISHARES GOLD TRUST 0.1%
Value ($000) $969 Shares 13,318 Est. Cost $36.32 Unrealized
XLB MATERIALS SELECT SECTOR SPDR 0.1%
Value ($000) $953 Shares 10,630 Est. Cost $55.61 Unrealized
SPYV SPDR PORTFOLIO S&P 500 VALUE 0.1%
Value ($000) $949 Shares 17,156 Est. Cost $38.94 Unrealized
VFH VANGUARD FINANCIALS ETF 0.1%
Value ($000) $945 Shares 7,200 Est. Cost $58.04 Unrealized
BDX BECTON DICKINSON AND COMPANY 0.1%
Value ($000) $943 Shares 5,037 Est. Cost $155.23 Unrealized +18.6%
GIS GENERAL MILLS INC 0.1%
Value ($000) $899 Shares 17,826 Est. Cost $40.25 Unrealized +22.9%
EFX EQUIFAX INC 0.1%
Value ($000) $897 Shares 3,495 Est. Cost $140.42 Unrealized +78.3%
MA MASTERCARD INC CLASS A 0.1%
Value ($000) $879 Shares 1,545 Est. Cost $278.91 Unrealized +105.6%
DOW DOW INC 0.1%
Value ($000) $871 Shares 37,976 Est. Cost $32.65 Unrealized -25.5%
AME AMETEK INC 0.1%
Value ($000) $834 Shares 4,435 Est. Cost $90.92 Unrealized +101.8%
MCK MCKESSON CORP 0.1%
Value ($000) $800 Shares 1,035 Est. Cost $161.50 Unrealized +335.3%
AMT AMERICAN TOWER CORP 0.1%
Value ($000) $780 Shares 4,055 Est. Cost $203.71 Unrealized +0.4%
IVW ISHARES S&P 500 GROWTH ETF 0.1%
Value ($000) $768 Shares 6,365 Est. Cost $84.04 Unrealized
IVE ISHARES S&P 500 VALUE ETF 0.1%
Value ($000) $763 Shares 3,694 Est. Cost $117.50 Unrealized
GE GE AEROSPACE 0.1%
Value ($000) $762 Shares 2,533 Est. Cost $57.69 Unrealized +372.7%
TSLA TESLA MOTORS INC 0.1%
Value ($000) $749 Shares 1,685 Est. Cost $266.06 Unrealized +30.4%
PPA INVESCO AEROSPACE & DEFENSE ETF 0.1%
Value ($000) $746 Shares 4,800 Est. Cost $102.72 Unrealized
EWC ISHARES MSCI CANADA ETF 0.1%
Value ($000) $735 Shares 14,544 Est. Cost $35.67 Unrealized
PHYS SPROTT PHYSICAL GOLD TRUST 0.1%
Value ($000) $730 Shares 24,654 Est. Cost $14.31 Unrealized
ORCL ORACLE CORP 0.1%
Value ($000) $725 Shares 2,578 Est. Cost $101.83 Unrealized +149.6%
VNQ VANGUARD REIT ETF 0.1%
Value ($000) $715 Shares 7,824 Est. Cost $81.56 Unrealized
NBTB NBT BANCORP INC 0.1%
Value ($000) $713 Shares 17,075 Est. Cost $29.52 Unrealized +45.3%
XLK TECHNOLOGY SELECT SECTOR SPDR ETF 0.1%
Value ($000) $693 Shares 2,460 Est. Cost $68.53 Unrealized
NFLX NETFLIX INC 0.1%
Value ($000) $652 Shares 544 Est. Cost $70.97 Unrealized +72.0%
SPYG SPDR PORTFOLIO S&P500 GROWTH 0.1%
Value ($000) $650 Shares 6,220 Est. Cost $37.24 Unrealized
WMB WILLIAMS COMPANIES INC 0.1%
Value ($000) $645 Shares 10,175 Est. Cost $21.03 Unrealized +174.9%
JSI JANUS HENDERSON SECURITIZED INCOME ETF 0.1%
Value ($000) $635 Shares 12,140 Est. Cost $52.20 Unrealized
NFG NATIONAL FUEL GAS COMPANY 0.1%
Value ($000) $628 Shares 6,800 Est. Cost $53.64 Unrealized +62.5%
VBR VANGUARD SMALLCAP VALUE ETF 0.1%
Value ($000) $606 Shares 2,905 Est. Cost $174.05 Unrealized
ARTY ISHARES FUTURE AI & TECH ETF 0.1%
Value ($000) $595 Shares 13,000 Est. Cost $31.45 Unrealized
ETN EATON CORP PLC 0.1%
Value ($000) $588 Shares 1,570 Est. Cost $90.11 Unrealized +303.1%
MTD METTLER-TOLEDO INTL 0.1%
Value ($000) $552 Shares 450 Est. Cost $722.02 Unrealized +73.6%
KMB KIMBERLY CLARK CORP 0.1%
Value ($000) $530 Shares 4,265 Est. Cost $101.17 Unrealized +25.3%
VUG VANGUARD GROWTH ETF 0.1%
Value ($000) $511 Shares 1,065 Est. Cost $254.25 Unrealized
META META PLATFORMS INC 0.1%
Value ($000) $496 Shares 675 Est. Cost $510.57 Unrealized +45.6%
TRV TRAVELERS COMPANIES INC 0.1%
Value ($000) $486 Shares 1,741 Est. Cost $107.84 Unrealized +146.6%
CMCSA COMCAST CORP CLASS A 0.1%
Value ($000) $473 Shares 15,063 Est. Cost $31.09 Unrealized +6.7%
VGLT VANGUARD LONG TERM TREASURY 0.1%
Value ($000) $437 Shares 7,690 Est. Cost $60.61 Unrealized
ESGD ISHARES ESG MSCI EAFE ETF 0.1%
Value ($000) $426 Shares 4,586 Est. Cost $64.32 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR ETF 0.0%
Value ($000) $405 Shares 2,911 Est. Cost $110.46 Unrealized
IJK ISHARES S&P MIDCAP 400 GROWTH ETF 0.0%
Value ($000) $388 Shares 4,045 Est. Cost $97.04 Unrealized
XLY CONSUMER DISCRET SEL SECT SPDR ETF 0.0%
Value ($000) $387 Shares 1,617 Est. Cost $133.43 Unrealized
GEV GE VERNOVA INC 0.0%
Value ($000) $387 Shares 630 Est. Cost $158.10 Unrealized +283.0%
BRK/B BERKSHIRE HATHAWAY INC B 0.0%
Value ($000) $387 Shares 770 Est. Cost $236.07 Unrealized +105.2%
VCSH VANGUARD SHORT TERM CORP BOND ETF 0.0%
Value ($000) $362 Shares 4,527 Est. Cost $79.61 Unrealized
VLUE ISHARES EDGE MSCI USA VALUE FACTOR 0.0%
Value ($000) $349 Shares 2,788 Est. Cost $125.05 Unrealized
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $344 Shares 5,500 Est. Cost $45.40 Unrealized +39.7%
ESGE ISHARES ESG MSCI EM ETF 0.0%
Value ($000) $330 Shares 7,601 Est. Cost $36.72 Unrealized
VSS VANGUARD INTL EQUITY INDEX FFTSE SMCAP ETF 0.0%
Value ($000) $309 Shares 2,168 Est. Cost $142.55 Unrealized
BA BOEING COMPANY 0.0%
Value ($000) $305 Shares 1,414 Est. Cost $180.51 Unrealized +24.9%
ACLO TCW AAA CLO ETF 0.0%
Value ($000) $303 Shares 6,000 Est. Cost $50.30 Unrealized
ZBH ZIMMER HOLDINGS INC 0.0%
Value ($000) $297 Shares 3,018 Est. Cost $126.73 Unrealized -22.2%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $296 Shares 609 Est. Cost $274.96 Unrealized +94.2%
BND VANGUARD TOTAL BOND MRKT ETF 0.0%
Value ($000) $289 Shares 3,882 Est. Cost $78.09 Unrealized
VXUS VANGUARD TOTAL INTL STOCK ETF 0.0%
Value ($000) $285 Shares 3,885 Est. Cost $57.72 Unrealized
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $282 Shares 1,739 Est. Cost $63.74 Unrealized +159.1%
AWK AMERICAN WATER WORKS CO INC 0.0%
Value ($000) $278 Shares 2,000 Est. Cost $110.54 Unrealized +26.7%
ACWI ISHARES MSCI ACWI ETF 0.0%
Value ($000) $276 Shares 2,000 Est. Cost $99.22 Unrealized
GLDM SPDR GOLD MINISHARES 0.0%
Value ($000) $267 Shares 3,490 Est. Cost $40.83 Unrealized
PAYX PAYCHEX INC 0.0%
Value ($000) $263 Shares 2,075 Est. Cost $92.17 Unrealized +48.8%
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $261 Shares 2,600 Est. Cost $59.81 Unrealized +65.7%
AEE AMEREN CORPORATION 0.0%
Value ($000) $261 Shares 2,498 Est. Cost $29.40 Unrealized +235.3%
EXC EXELON CORP 0.0%
Value ($000) $259 Shares 5,760 Est. Cost $22.22 Unrealized +95.2%
MTB M & T BANK CORP 0.0%
Value ($000) $251 Shares 1,272 Est. Cost $101.35 Unrealized +91.1%
NVS NOVARTIS AG ADR 0.0%
Value ($000) $244 Shares 1,906 Est. Cost $95.82 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.0%
Value ($000) $240 Shares 4,012 Est. Cost $59.55 Unrealized
USMV ISHARES EDGE MSCI MIN VOL USA ETF 0.0%
Value ($000) $238 Shares 2,500 Est. Cost $47.36 Unrealized
AVEM AVANTIS EMERGING MKTS EQ 0.0%
Value ($000) $233 Shares 3,101 Est. Cost $60.17 Unrealized
TMP TOMPKINS FINANCIAL CORP 0.0%
Value ($000) $232 Shares 3,500 Est. Cost $46.77 Unrealized +40.2%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $222 Shares 2,000 Est. Cost $57.64 Unrealized +94.8%
INTC INTEL CORP 0.0%
Value ($000) $219 Shares 6,540 Est. Cost $30.35 Unrealized -20.2%
AVSC AVANTIS US SMALL CAP ETF 0.0%
Value ($000) $211 Shares 3,677 Est. Cost $57.25 Unrealized
VB VANGUARD SMALLCAP ETF 0.0%
Value ($000) $207 Shares 813 Est. Cost $135.45 Unrealized
XLP CONSUMER STAPLES SECTOR SPDR 0.0%
Value ($000) $185 Shares 2,365 Est. Cost $61.44 Unrealized
XLI SPDR INDUSTRIALS (XLI) 0.0%
Value ($000) $176 Shares 1,140 Est. Cost $103.47 Unrealized
CHD CHURCH & DWIGHT CO INC 0.0%
Value ($000) $175 Shares 2,000 Est. Cost $66.06 Unrealized +41.2%
NWFL NORWOOD FINANCIAL CORP 0.0%
Value ($000) $173 Shares 6,802 Est. Cost $27.65 Unrealized -7.7%
WFC WELLS FARGO & CO 0.0%
Value ($000) $172 Shares 2,047 Est. Cost $52.73 Unrealized +52.6%
XLF SPDR FINANCIAL SELECT SECTOR 0.0%
Value ($000) $169 Shares 3,130 Est. Cost $31.44 Unrealized
MMM 3M COMPANY 0.0%
Value ($000) $163 Shares 1,050 Est. Cost $98.38 Unrealized +55.6%
EIX EDISON INTL 0.0%
Value ($000) $159 Shares 2,877 Est. Cost $51.38 Unrealized +3.3%
VTV VANGUARD VALUE ETF 0.0%
Value ($000) $149 Shares 800 Est. Cost $169.30 Unrealized
SO SOUTHERN COMPANY 0.0%
Value ($000) $147 Shares 1,550 Est. Cost $40.88 Unrealized +125.6%
SYY SYSCO CORP 0.0%
Value ($000) $145 Shares 1,765 Est. Cost $33.25 Unrealized +137.2%
STZ CONSTELLATION BRANDS INC 0.0%
Value ($000) $135 Shares 1,000 Est. Cost $137.47 Unrealized +14.6%
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $134 Shares 220 Est. Cost $216.11 Unrealized +160.6%
FIS FIDELITY NATL INFORMATION SV 0.0%
Value ($000) $132 Shares 2,000 Est. Cost $116.22 Unrealized -37.9%
L LOEWS CORP 0.0%
Value ($000) $131 Shares 1,300 Est. Cost $35.50 Unrealized +166.0%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $130 Shares 2,176 Est. Cost $32.64 Unrealized +107.2%
MPC MARATHON PETROLEUM CORP 0.0%
Value ($000) $120 Shares 624 Est. Cost $99.17 Unrealized +75.9%
BABA ALIBABA GROUP HOLDINGS LMTD 0.0%
Value ($000) $120 Shares 671 Est. Cost $178.73 Unrealized
SCHX SCHWAB STRATEGIC TR US LRG CAP ETF 0.0%
Value ($000) $119 Shares 4,515 Est. Cost $26.34 Unrealized
TM TOYOTA MOTOR CORP 0.0%
Value ($000) $115 Shares 600 Est. Cost $136.08 Unrealized
TDY TELEDYNE TECHNOLOGIES INC 0.0%
Value ($000) $110 Shares 187 Est. Cost $88.71 Unrealized +517.2%
ECL ECOLAB INC 0.0%
Value ($000) $110 Shares 400 Est. Cost $149.57 Unrealized +80.7%
GUNR FLEXSHARES GLOBAL UPSTREAM NATURAL RESOURCES 0.0%
Value ($000) $109 Shares 2,485 Est. Cost $36.77 Unrealized
NRG NRG ENERGY INC 0.0%
Value ($000) $109 Shares 671 Est. Cost $100.05 Unrealized +55.2%
LDOS LEIDOS HOLDINGS INC 0.0%
Value ($000) $108 Shares 570 Est. Cost $173.36 Unrealized 0.0%
BSV VANGUARD SHORT TERM BOND ETF 0.0%
Value ($000) $107 Shares 1,350 Est. Cost $79.76 Unrealized
BN BROOKFIELD CORP NPV 0.0%
Value ($000) $105 Shares 1,528 Est. Cost $21.90 Unrealized +101.8%
C CITIGROUP INC 0.0%
Value ($000) $101 Shares 996 Est. Cost $94.11 Unrealized 0.0%
SHOP SHOPIFY INC 0.0%
Value ($000) $101 Shares 677 Est. Cost $135.57 Unrealized 0.0%
TMUS T MOBILE US INC 0.0%
Value ($000) $101 Shares 420 Est. Cost $138.73 Unrealized +73.2%
ROP ROPER INDS INC 0.0%
Value ($000) $100 Shares 200 Est. Cost $333.07 Unrealized +59.5%
FCNCA FIRST CITIZENS BANCSHARES 0.0%
Value ($000) $98 Shares 55 Est. Cost $1994.64 Unrealized -1.3%
GEHC GE HEALTHCARE TECH 0.0%
Value ($000) $98 Shares 1,308 Est. Cost $72.62 Unrealized +2.7%
TSM TAIWAN SEMICONDUCTOR MFG LTDSPONSORED ADS 0.0%
Value ($000) $97 Shares 347 Est. Cost $279.28 Unrealized
CEG CONSTELLATION ENERGY CORP 0.0%
Value ($000) $93 Shares 282 Est. Cost $190.64 Unrealized +69.0%
ADSK AUTODESK INC 0.0%
Value ($000) $91 Shares 286 Est. Cost $304.73 Unrealized 0.0%
SLV ISHARES SILVER TRUST 0.0%
Value ($000) $89 Shares 2,110 Est. Cost $15.59 Unrealized
GM GENERAL MOTORS CO 0.0%
Value ($000) $89 Shares 1,459 Est. Cost $52.96 Unrealized +4.9%
SCHW CHARLES SCHWAB CORP 0.0%
Value ($000) $88 Shares 918 Est. Cost $94.54 Unrealized 0.0%
DHR DANAHER CORP 0.0%
Value ($000) $86 Shares 435 Est. Cost $148.82 Unrealized +33.3%
MNST MONSTER BEVERAGE 0.0%
Value ($000) $85 Shares 1,259 Est. Cost $62.42 Unrealized 0.0%
MO ALTRIA GROUP INC 0.0%
Value ($000) $83 Shares 1,250 Est. Cost $29.52 Unrealized +108.0%
CCJ CAMECO CORP 0.0%
Value ($000) $81 Shares 965 Est. Cost $77.39 Unrealized 0.0%
NGG NATIONAL GRID PLC ADR 0.0%
Value ($000) $78 Shares 1,073 Est. Cost $63.43 Unrealized
WTW WILLIS TOWERS WATSON PLC LTDSHS 0.0%
Value ($000) $76 Shares 221 Est. Cost $322.11 Unrealized 0.0%
SONY SONY CORP ADR 0.0%
Value ($000) $75 Shares 2,590 Est. Cost $28.79 Unrealized
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $74 Shares 3,796 Est. Cost $13.62 Unrealized 0.0%
VEU VANGUARD FTSE ALL-WLD EX-US ETF 0.0%
Value ($000) $74 Shares 1,034 Est. Cost $57.40 Unrealized
NUVEEN AMT FREE MUNI CR INC 0.0%
Value ($000) $74 Shares 6,000 Est. Cost $12.61 Unrealized
AZN ASTRAZENECA PLC ADR 0.0%
Value ($000) $73 Shares 952 Est. Cost $76.72 Unrealized
F FORD MOTOR COMPANY 0.0%
Value ($000) $72 Shares 6,000 Est. Cost $9.66 Unrealized +17.2%
LIN LINDE PLC 0.0%
Value ($000) $71 Shares 150 Est. Cost $322.30 Unrealized +46.0%
SLB SLB 0.0%
Value ($000) $70 Shares 2,034 Est. Cost $57.18 Unrealized -39.9%
ICE INTERCONTINENTALEXCHANGE GRP 0.0%
Value ($000) $69 Shares 412 Est. Cost $177.73 Unrealized 0.0%
PUK PRUDENTIAL PLC ADR 0.0%
Value ($000) $69 Shares 2,479 Est. Cost $27.98 Unrealized
ASML ASML HOLDING NV ADR 0.0%
Value ($000) $69 Shares 71 Est. Cost $968.08 Unrealized
COF CAPITAL ONE FINANCIAL 0.0%
Value ($000) $69 Shares 323 Est. Cost $217.80 Unrealized 0.0%
ENB ENBRIDGE INC 0.0%
Value ($000) $68 Shares 1,349 Est. Cost $26.64 Unrealized +73.1%
HDB HDFC BANK LTD 0.0%
Value ($000) $68 Shares 1,990 Est. Cost $34.15 Unrealized
IWN ISHARES RUSSELL 2000 VALUE 0.0%
Value ($000) $68 Shares 384 Est. Cost $176.81 Unrealized
TT TRANE TECHNOLOGIES PLC 0.0%
Value ($000) $67 Shares 158 Est. Cost $359.02 Unrealized +18.8%
STT STATE STREET CORP 0.0%
Value ($000) $64 Shares 555 Est. Cost $110.08 Unrealized 0.0%
CTVA CORTEVA INC 0.0%
Value ($000) $64 Shares 945 Est. Cost $52.04 Unrealized +38.7%
XLC SELECT SECTOR SPDR TR COMMUNICATION 0.0%
Value ($000) $63 Shares 535 Est. Cost $104.43 Unrealized
MUFG MITSUBISHI UFJ FINL GROUP INSPONSORED ADR 0.0%
Value ($000) $62 Shares 3,903 Est. Cost $15.94 Unrealized
ALLY ALLY FINANCIAL INC 0.0%
Value ($000) $62 Shares 1,572 Est. Cost $39.39 Unrealized 0.0%
IQV IQVIA HLDGS INC 0.0%
Value ($000) $61 Shares 323 Est. Cost $181.84 Unrealized 0.0%
KHC KRAFT HEINZ COMPANY 0.0%
Value ($000) $61 Shares 2,333 Est. Cost $35.47 Unrealized -25.3%
DGRO ISHARES CORE DIV GROWTH ETF 0.0%
Value ($000) $60 Shares 886 Est. Cost $63.93 Unrealized
DAL DELTA AIR LINES INC 0.0%
Value ($000) $60 Shares 1,057 Est. Cost $56.83 Unrealized 0.0%
PFIS PEOPLES FINL SVCS CORP 0.0%
Value ($000) $59 Shares 1,218 Est. Cost $33.02 Unrealized +51.7%
SCCO SOUTHERN COPPER CORP 0.0%
Value ($000) $59 Shares 487 Est. Cost $97.73 Unrealized 0.0%
FBIN FORTUNE BRANDS HOME & SEC 0.0%
Value ($000) $59 Shares 1,103 Est. Cost $56.62 Unrealized -1.6%
AIG AMERICAN INTERNATIONAL GROUP 0.0%
Value ($000) $59 Shares 748 Est. Cost $79.11 Unrealized 0.0%
AFL AFLAC INC 0.0%
Value ($000) $58 Shares 520 Est. Cost $75.75 Unrealized +37.6%
THO THOR INDUSTRIES INC 0.0%
Value ($000) $58 Shares 559 Est. Cost $99.75 Unrealized 0.0%
BSCX INVESCO BULLETSHARES 2033 CORP BOND ETF 0.0%
Value ($000) $58 Shares 2,700 Est. Cost $20.67 Unrealized
MGK VANGUARD MEGA CAP GROWTH 0.0%
Value ($000) $58 Shares 143 Est. Cost $366.15 Unrealized
PRU PRUDENTIAL FINANCIAL INC 0.0%
Value ($000) $57 Shares 551 Est. Cost $82.60 Unrealized +25.0%
ITUB ITAU UNIBANCO HLDG SA ADR 0.0%
Value ($000) $57 Shares 7,719 Est. Cost $7.34 Unrealized
ET ENERGY TRANSFER EQUITY LP 0.0%
Value ($000) $55 Shares 3,200 Est. Cost $15.36 Unrealized
ADBE ADOBE INC 0.0%
Value ($000) $54 Shares 154 Est. Cost $340.55 Unrealized +5.3%
CBRE CBRE GROUP INC 0.0%
Value ($000) $54 Shares 341 Est. Cost $154.70 Unrealized 0.0%
REGN REGENERON PHARMACEUTICALS 0.0%
Value ($000) $53 Shares 95 Est. Cost $564.28 Unrealized 0.0%
SNA SNAP ON INC 0.0%
Value ($000) $52 Shares 150 Est. Cost $207.93 Unrealized +55.7%
PAA PLAINS ALL AMERICAN PIPELINE 0.0%
Value ($000) $51 Shares 3,000 Est. Cost $9.88 Unrealized
CG CARLYLE GROUP INC 0.0%
Value ($000) $48 Shares 772 Est. Cost $61.48 Unrealized 0.0%
COHR COHERENT CORP 0.0%
Value ($000) $48 Shares 449 Est. Cost $76.62 Unrealized +30.1%
KD KYNDRYL HOLDINGS INC 0.0%
Value ($000) $48 Shares 1,610 Est. Cost $34.27 Unrealized +0.2%
GPN GLOBAL PMTS INC 0.0%
Value ($000) $48 Shares 579 Est. Cost $83.75 Unrealized 0.0%
BK BANK OF NEW YORK MELLON CORP 0.0%
Value ($000) $48 Shares 438 Est. Cost $81.82 Unrealized +23.9%
TEL TE CONNECTIVITY 0.0%
Value ($000) $47 Shares 215 Est. Cost $200.01 Unrealized 0.0%
GMAB GENMAB A/S SPONSORED ADS 0.0%
Value ($000) $47 Shares 1,523 Est. Cost $30.66 Unrealized
CROX CROCS INC 0.0%
Value ($000) $46 Shares 550 Est. Cost $93.99 Unrealized -2.9%
KDP KEURIG DR PEPPER INC 0.0%
Value ($000) $46 Shares 1,789 Est. Cost $30.82 Unrealized 0.0%
CUSHMAN & WAKEFIELD PLC 0.0%
Value ($000) $45 Shares 2,855 Est. Cost $15.92 Unrealized
NDAQ NASDAQ INC 0.0%
Value ($000) $45 Shares 509 Est. Cost $92.14 Unrealized 0.0%
NVO NOVO-NORDISK AS ADR 0.0%
Value ($000) $45 Shares 806 Est. Cost $55.49 Unrealized
JCI JOHNSON CTLS INTL PLC 0.0%
Value ($000) $44 Shares 400 Est. Cost $81.59 Unrealized +31.0%
JBL JABIL CIRCUIT INC. 0.0%
Value ($000) $43 Shares 200 Est. Cost $31.79 Unrealized +584.7%
TJX TJX COMPANIES 0.0%
Value ($000) $43 Shares 300 Est. Cost $44.76 Unrealized +195.6%
APA APA CORPORATION 0.0%
Value ($000) $43 Shares 1,755 Est. Cost $20.82 Unrealized 0.0%
MU MICRON TECHNOLOGY 0.0%
Value ($000) $42 Shares 250 Est. Cost $64.41 Unrealized +98.4%
INFY INFOSYS LTD SPONSORED ADR 0.0%
Value ($000) $42 Shares 2,552 Est. Cost $16.27 Unrealized
CYBERARK SOFTWARE LTD 0.0%
Value ($000) $41 Shares 85 Est. Cost $483.13 Unrealized
UBS UBS GROUP AG 0.0%
Value ($000) $41 Shares 1,000 Est. Cost $15.37 Unrealized +152.6%
CP PRINT PDF HELP CANADIAN PAC 0.0%
Value ($000) $40 Shares 542 Est. Cost $76.24 Unrealized 0.0%
SGOV ISHARES 0-3 MONTH TREASURY 0.0%
Value ($000) $40 Shares 400 Est. Cost $100.46 Unrealized
ICLN ISHARES GLOBAL CLEAN ENERGY 0.0%
Value ($000) $40 Shares 2,600 Est. Cost $23.42 Unrealized
TD TORONTO DOMINION BANK 0.0%
Value ($000) $40 Shares 500 Est. Cost $46.43 Unrealized +61.7%
SRLN SPDR BLACKSTONE/GSO SENIOR LOAN ETF 0.0%
Value ($000) $40 Shares 955 Est. Cost $46.07 Unrealized
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $39 Shares 87 Est. Cost $479.87 Unrealized 0.0%
INVESCO MUNICIPAL TRUST 0.0%
Value ($000) $39 Shares 4,000 Est. Cost $9.98 Unrealized
BSCS INVESCO BULLETSHARES 2028 CORP BOND 0.0%
Value ($000) $38 Shares 1,837 Est. Cost $20.16 Unrealized
WAL WESTERN ALLIANCE BANCORP 0.0%
Value ($000) $37 Shares 427 Est. Cost $83.75 Unrealized 0.0%
NXPI NXP SEMICONDUCTORS NV 0.0%
Value ($000) $37 Shares 161 Est. Cost $223.02 Unrealized 0.0%
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $37 Shares 400 Est. Cost $47.48 Unrealized +89.8%
CMA COMERICA INC 0.0%
Value ($000) $36 Shares 530 Est. Cost $66.25 Unrealized 0.0%
ZION ZIONS BANCORP 0.0%
Value ($000) $36 Shares 636 Est. Cost $55.64 Unrealized 0.0%
TS TENARIS SA ADR 0.0%
Value ($000) $36 Shares 1,000 Est. Cost $30.06 Unrealized
SEIC SEI INVESTMENTS CO. 0.0%
Value ($000) $35 Shares 415 Est. Cost $88.30 Unrealized 0.0%
CFR CULLEN FROST BANKERS INC 0.0%
Value ($000) $35 Shares 276 Est. Cost $128.28 Unrealized 0.0%
CADE CADENCE BANK 0.0%
Value ($000) $35 Shares 931 Est. Cost $35.60 Unrealized 0.0%
HII HUNTINGTON INGALLS INDS INC 0.0%
Value ($000) $35 Shares 121 Est. Cost $264.43 Unrealized 0.0%
EXPD EXPEDITORS INTL WASH INC 0.0%
Value ($000) $34 Shares 281 Est. Cost $118.30 Unrealized 0.0%
EPD ENTERPRISE PRODS PARTNERS LP 0.0%
Value ($000) $34 Shares 1,098 Est. Cost $24.40 Unrealized
MAS MASCO CORP 0.0%
Value ($000) $34 Shares 478 Est. Cost $69.90 Unrealized 0.0%
WCC WESCO INTL INC 0.0%
Value ($000) $34 Shares 159 Est. Cost $209.31 Unrealized 0.0%
APAM ARTISAN PARTNERS ASSET MANAGEMENT INC 0.0%
Value ($000) $33 Shares 763 Est. Cost $43.19 Unrealized 0.0%
RACE FERRARI N V 0.0%
Value ($000) $33 Shares 68 Est. Cost $479.13 Unrealized 0.0%
ESI ELEMENT SOLUTIONS INC 0.0%
Value ($000) $33 Shares 1,296 Est. Cost $24.80 Unrealized 0.0%
SAP SAP AG SPON ADR 0.0%
Value ($000) $32 Shares 121 Est. Cost $267.20 Unrealized
MUSA MURPHY USA INC 0.0%
Value ($000) $32 Shares 82 Est. Cost $184.28 Unrealized +114.3%
FCFS FIRSTCASH HOLDINGS INC 0.0%
Value ($000) $32 Shares 199 Est. Cost $138.95 Unrealized 0.0%
SHEL SHELL PLC 0.0%
Value ($000) $31 Shares 440 Est. Cost $71.53 Unrealized
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $31 Shares 90 Est. Cost $181.80 Unrealized +88.9%
SPSM SPDR PORTFOLIO SMALLCAP ETF 0.0%
Value ($000) $31 Shares 677 Est. Cost $33.89 Unrealized
ABNB AIRBNB INC CL A 0.0%
Value ($000) $30 Shares 244 Est. Cost $129.37 Unrealized 0.0%
FNV FRANCO NEVADA CORP 0.0%
Value ($000) $29 Shares 132 Est. Cost $44.81 Unrealized +302.1%
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $29 Shares 655 Est. Cost $13.89 Unrealized +209.9%
YUM YUM BRANDS INC 0.0%
Value ($000) $29 Shares 191 Est. Cost $146.07 Unrealized 0.0%
DG DOLLAR GENERAL CORP 0.0%
Value ($000) $29 Shares 280 Est. Cost $131.18 Unrealized -17.0%
PB PROSPERITY BANCSHARES INC 0.0%
Value ($000) $29 Shares 434 Est. Cost $67.67 Unrealized 0.0%
OKE ONEOK INC 0.0%
Value ($000) $29 Shares 394 Est. Cost $32.05 Unrealized +134.2%
MGA MAGNA INTERNATIONAL INC 0.0%
Value ($000) $29 Shares 602 Est. Cost $43.84 Unrealized 0.0%
NICE NICE LTD SPONSORED ADR 0.0%
Value ($000) $28 Shares 196 Est. Cost $144.78 Unrealized
PHM PULTE GROUP INC 0.0%
Value ($000) $28 Shares 210 Est. Cost $41.81 Unrealized +196.1%
WBS WEBSTER FINANCIAL CORP 0.0%
Value ($000) $28 Shares 463 Est. Cost $59.37 Unrealized +0.4%
GPC GENUINE PARTS CO 0.0%
Value ($000) $27 Shares 198 Est. Cost $132.40 Unrealized 0.0%
VVV VALVOLINE INC 0.0%
Value ($000) $27 Shares 758 Est. Cost $38.17 Unrealized 0.0%
GABELLI DIVIDEND & INCOME 0.0%
Value ($000) $27 Shares 1,000 Est. Cost $27.12 Unrealized
THG HANOVER INS GROUP INC 0.0%
Value ($000) $27 Shares 147 Est. Cost $169.88 Unrealized 0.0%
MLPA GLOBAL X MLP ETF 0.0%
Value ($000) $27 Shares 550 Est. Cost $39.71 Unrealized
GATX GATX CORP 0.0%
Value ($000) $27 Shares 152 Est. Cost $160.70 Unrealized 0.0%
HDV ISHARES CORE HIGH DIVIDEND 0.0%
Value ($000) $26 Shares 210 Est. Cost $88.50 Unrealized
CRBG COREBRIDGE FINANCIAL INC 0.0%
Value ($000) $26 Shares 799 Est. Cost $33.71 Unrealized 0.0%
VMI VALMONT INDUSTRIES INC 0.0%
Value ($000) $25 Shares 65 Est. Cost $363.72 Unrealized 0.0%
SR SPIRE INC 0.0%
Value ($000) $25 Shares 307 Est. Cost $81.52 Unrealized
CIEN CIENA CORP 0.0%
Value ($000) $25 Shares 171 Est. Cost $101.84 Unrealized 0.0%
VRP INVESCO VARIABLE RATE PFD 0.0%
Value ($000) $25 Shares 1,000 Est. Cost $24.45 Unrealized
JBTM JBT MAREL CORPORATION 0.0%
Value ($000) $24 Shares 174 Est. Cost $136.51 Unrealized 0.0%
O REALTY INCOME CORP 0.0%
Value ($000) $24 Shares 400 Est. Cost $49.66 Unrealized +14.6%
CLH CLEAN HARBORS INC 0.0%
Value ($000) $24 Shares 104 Est. Cost $236.75 Unrealized 0.0%
MOH MOLINA HEALTHCARE INC 0.0%
Value ($000) $24 Shares 126 Est. Cost $192.94 Unrealized -4.6%
HXL HEXCEL CORP 0.0%
Value ($000) $24 Shares 380 Est. Cost $61.40 Unrealized 0.0%
EXP EAGLE MATERIALS INC 0.0%
Value ($000) $24 Shares 102 Est. Cost $226.24 Unrealized 0.0%
XYZ BLOCK INC CL A 0.0%
Value ($000) $24 Shares 327 Est. Cost $74.85 Unrealized 0.0%
RGA REINSURANCE GROUP OF AMERICA 0.0%
Value ($000) $24 Shares 123 Est. Cost $191.42 Unrealized 0.0%
WDAY WORKDAY INC CL A 0.0%
Value ($000) $23 Shares 97 Est. Cost $231.22 Unrealized 0.0%
IGIB ISHARES INTERMEDIATE CREDIT BOND ETF 0.0%
Value ($000) $23 Shares 428 Est. Cost $64.85 Unrealized
RSG REPUBLIC SERVICES INC 0.0%
Value ($000) $23 Shares 100 Est. Cost $83.07 Unrealized +180.8%
TSLX SIXTH ST SPECIALTY LENDING 0.0%
Value ($000) $23 Shares 1,000 Est. Cost $19.22 Unrealized +25.1%
GXO GXO LOGISTICS INC 0.0%
Value ($000) $23 Shares 429 Est. Cost $51.42 Unrealized 0.0%
IJT ISHARES TR INDEX S&P SMLCP GROW 0.0%
Value ($000) $23 Shares 160 Est. Cost $128.43 Unrealized
J JACOBS SOLUTIONS INC 0.0%
Value ($000) $22 Shares 150 Est. Cost $100.68 Unrealized +42.2%
FPFD FIDELITY COVINGTON TRUST PFD SECS INCOME 0.0%
Value ($000) $22 Shares 1,000 Est. Cost $22.06 Unrealized
BAM BROOKFIELD ASSET MGMT LTD 0.0%
Value ($000) $22 Shares 382 Est. Cost $27.10 Unrealized +116.6%
STAG STAG INDL INC 0.0%
Value ($000) $22 Shares 610 Est. Cost $35.29 Unrealized
ALL THE ALLSTATE CORPORATION 0.0%
Value ($000) $21 Shares 100 Est. Cost $98.38 Unrealized +103.5%
LECO LINCOLN ELEC HLDGS INC 0.0%
Value ($000) $21 Shares 91 Est. Cost $234.18 Unrealized 0.0%
PYPL PAYPAL HOLDINGS INC 0.0%
Value ($000) $21 Shares 320 Est. Cost $70.32 Unrealized 0.0%
D DOMINION ENERGY INC 0.0%
Value ($000) $21 Shares 350 Est. Cost $49.63 Unrealized +17.5%
FDS FACTSET RESEARCH SYSTEMS INC 0.0%
Value ($000) $21 Shares 74 Est. Cost $379.72 Unrealized 0.0%
HWKN HAWKINS INC 0.0%
Value ($000) $21 Shares 115 Est. Cost $167.14 Unrealized 0.0%
RUSHA RUSH ENTERPRISES INC CL A 0.0%
Value ($000) $21 Shares 390 Est. Cost $55.65 Unrealized 0.0%
COKE COCA COLA CONSOLIDATED INC 0.0%
Value ($000) $21 Shares 176 Est. Cost $115.38 Unrealized 0.0%
MEDP MEDPACE HOLDINGS INC 0.0%
Value ($000) $21 Shares 40 Est. Cost $206.82 Unrealized +111.1%
ARCC ARES CAPITAL CORPORATION 0.0%
Value ($000) $20 Shares 1,000 Est. Cost $14.66 Unrealized +45.5%
JPST JP MORGAN ULTRA SHORT INC 0.0%
Value ($000) $20 Shares 400 Est. Cost $50.68 Unrealized
CME CME GROUP INC CL A 0.0%
Value ($000) $20 Shares 75 Est. Cost $242.42 Unrealized +11.3%
ARI APOLLO COMM REAL ESTATE 0.0%
Value ($000) $20 Shares 2,000 Est. Cost $10.50 Unrealized
IGSB ISHARES SHORT TERM CORP BOND 0.0%
Value ($000) $20 Shares 380 Est. Cost $77.37 Unrealized
EMN EASTMAN CHEMICAL CO 0.0%
Value ($000) $20 Shares 316 Est. Cost $54.23 Unrealized +25.7%
ZBRA ZEBRA TECHNOLOGIES CORP CL A 0.0%
Value ($000) $20 Shares 67 Est. Cost $336.52 Unrealized -5.1%
HYG ISHARES IBOXX $ HIGH YIELD CORP BOND ETF 0.0%
Value ($000) $19 Shares 237 Est. Cost $85.91 Unrealized
IP INTERNATIONAL PAPER CO 0.0%
Value ($000) $19 Shares 400 Est. Cost $33.78 Unrealized +42.1%
WRBY WARBY PARKER INC CL A 0.0%
Value ($000) $19 Shares 673 Est. Cost $25.26 Unrealized 0.0%
RDDT REDDIT CLASS A 0.0%
Value ($000) $18 Shares 80 Est. Cost $52.71 Unrealized +287.2%
BRKR BRUKER CORPORATION 0.0%
Value ($000) $18 Shares 564 Est. Cost $35.55 Unrealized 0.0%
ESGU ISHARES TR ESG MSCI USA ETF (ESGU) 0.0%
Value ($000) $18 Shares 125 Est. Cost $79.45 Unrealized
IXJ ISHARES GLOBAL HEALTHCARE 0.0%
Value ($000) $18 Shares 205 Est. Cost $86.34 Unrealized
MUR MURPHY OIL CORPORATION 0.0%
Value ($000) $18 Shares 638 Est. Cost $27.71 Unrealized -11.5%
ILMN ILLUMINA INC 0.0%
Value ($000) $18 Shares 189 Est. Cost $99.18 Unrealized 0.0%
BP BP PLC ADR 0.0%
Value ($000) $17 Shares 500 Est. Cost $37.48 Unrealized
GIL GILDAN ACTIVEWEAR INC 0.0%
Value ($000) $17 Shares 298 Est. Cost $53.42 Unrealized 0.0%
HRI HERC HOLDINGS INC 0.0%
Value ($000) $17 Shares 144 Est. Cost $127.39 Unrealized 0.0%
CMC COMMERCIAL METALS CO 0.0%
Value ($000) $16 Shares 283 Est. Cost $54.97 Unrealized 0.0%
CCC CCC INTELLIGENT SOLUTIONS 0.0%
Value ($000) $16 Shares 1,774 Est. Cost $9.67 Unrealized 0.0%
MLI MUELLER INDS INC 0.0%
Value ($000) $16 Shares 159 Est. Cost $91.43 Unrealized 0.0%
LBRDK LIBERTY BROADBAND CORP C 0.0%
Value ($000) $15 Shares 243 Est. Cost $69.01 Unrealized 0.0%
RRR RED ROCK RESORTS INC CL A 0.0%
Value ($000) $15 Shares 252 Est. Cost $58.84 Unrealized 0.0%
BLV VANGUARD BD INDEX FD INC LONG TERM BOND 0.0%
Value ($000) $15 Shares 215 Est. Cost $70.42 Unrealized
LIBERTY ALL STAR EQUITY FD 0.0%
Value ($000) $15 Shares 2,402 Est. Cost $6.80 Unrealized
GAP GAP INC 0.0%
Value ($000) $15 Shares 700 Est. Cost $22.43 Unrealized -5.0%
DGII DIGI INTL INC 0.0%
Value ($000) $15 Shares 400 Est. Cost $10.69 Unrealized +221.5%
TNET TRINET GROUP INC 0.0%
Value ($000) $15 Shares 218 Est. Cost $67.41 Unrealized 0.0%
WTS WATTS WATER TECHNOLOGIES INC 0.0%
Value ($000) $14 Shares 50 Est. Cost $268.10 Unrealized 0.0%
AR ANTERO RESOURCES CORP 0.0%
Value ($000) $13 Shares 392 Est. Cost $33.33 Unrealized 0.0%
VPU VANGUARD UTILITIES ETF 0.0%
Value ($000) $12 Shares 65 Est. Cost $104.37 Unrealized
SPH SUBURBAN PROPANE PARTNERS LP 0.0%
Value ($000) $12 Shares 660 Est. Cost $15.46 Unrealized
CHTR CHARTER COMMUNICATIONS INC NCL A 0.0%
Value ($000) $12 Shares 44 Est. Cost $302.19 Unrealized 0.0%
ACWV ISHARES MSCI GLOBAL MIN ETF 0.0%
Value ($000) $12 Shares 100 Est. Cost $119.92 Unrealized
HTGC HERCULES CAPITAL INC 0.0%
Value ($000) $12 Shares 625 Est. Cost $15.82 Unrealized +21.1%
DINO HF SINCLAIR CORP 0.0%
Value ($000) $12 Shares 220 Est. Cost $38.65 Unrealized +20.9%
HUM HUMANA INC 0.0%
Value ($000) $11 Shares 43 Est. Cost $246.72 Unrealized +5.9%
IBP INSTALLED BLDG PRODS INC 0.0%
Value ($000) $11 Shares 45 Est. Cost $236.87 Unrealized 0.0%
AGCO AGCO CORP 0.0%
Value ($000) $11 Shares 100 Est. Cost $64.19 Unrealized +71.0%
CAPL CROSSAMERICA PTN LP UT LTD 0.0%
Value ($000) $11 Shares 500 Est. Cost $22.00 Unrealized
INFU INFUSYSTEMS HOLDINGS INC 0.0%
Value ($000) $10 Shares 1,000 Est. Cost $3.18 Unrealized +161.1%
MPT MEDICAL PPTYS TRUST INC 0.0%
Value ($000) $10 Shares 2,000 Est. Cost $3.95 Unrealized
NXST NEXSTAR MEDIA GROUP INC 0.0%
Value ($000) $10 Shares 50 Est. Cost $111.16 Unrealized +72.1%
JUST GOLDMAN SACHS JUST US LARGE CAP EQUITY ETF 0.0%
Value ($000) $10 Shares 105 Est. Cost $58.40 Unrealized
OCSL OAKTREE SPECIALTY LENDING 0.0%
Value ($000) $10 Shares 730 Est. Cost $19.92 Unrealized -30.9%
EQT EQT CORPORATION 0.0%
Value ($000) $10 Shares 175 Est. Cost $33.40 Unrealized +57.5%
KEY KEYCORP 0.0%
Value ($000) $9 Shares 500 Est. Cost $10.83 Unrealized +67.9%
PBW INVESCO WILDERHILL CLEAN ENERGY ETF 0.0%
Value ($000) $9 Shares 323 Est. Cost $44.50 Unrealized
TMHC TAYLOR MORRISON HOME CORP 0.0%
Value ($000) $9 Shares 138 Est. Cost $65.82 Unrealized 0.0%
GABELLI HLTHCARE & WELLNESS 0.0%
Value ($000) $9 Shares 1,000 Est. Cost $9.54 Unrealized
ADMA ADMA BIOLOGICS INC 0.0%
Value ($000) $9 Shares 606 Est. Cost $17.14 Unrealized 0.0%
MTH MERITAGE HOMES CORP 0.0%
Value ($000) $9 Shares 122 Est. Cost $74.30 Unrealized 0.0%
EL ESTEE LAUDER COMP INC CL A 0.0%
Value ($000) $9 Shares 100 Est. Cost $175.92 Unrealized -49.7%
BHP BHP GROUP LTD ADR 0.0%
Value ($000) $8 Shares 150 Est. Cost $44.58 Unrealized
AMCOR PLC 0.0%
Value ($000) $8 Shares 1,000 Est. Cost $8.76 Unrealized +2.3%
BCE BCE INC 0.0%
Value ($000) $8 Shares 340 Est. Cost $33.07 Unrealized -28.9%
PSTL POSTAL REALTY TRUST INC CL A 0.0%
Value ($000) $8 Shares 500 Est. Cost $13.05 Unrealized
YUMC YUM CHINA HLDGS INC 0.0%
Value ($000) $8 Shares 176 Est. Cost $45.46 Unrealized 0.0%
DKNG DRAFTKINGS INC CL A 0.0%
Value ($000) $7 Shares 200 Est. Cost $14.08 Unrealized +214.9%
MTDR MATADOR RES CO 0.0%
Value ($000) $7 Shares 163 Est. Cost $48.82 Unrealized 0.0%
TREX TREX CO INC 0.0%
Value ($000) $7 Shares 141 Est. Cost $60.90 Unrealized 0.0%
BSCT INVESCO BULLETSHS CORP ETF 0.0%
Value ($000) $7 Shares 380 Est. Cost $18.54 Unrealized
DJT TRUMP MEDIA & TECH GROUP 0.0%
Value ($000) $7 Shares 425 Est. Cost $38.79 Unrealized -54.3%
PVH PVH CORPORATION 0.0%
Value ($000) $7 Shares 82 Est. Cost $78.47 Unrealized 0.0%
FISI FINANCIAL INSTITUTIONS INC 0.0%
Value ($000) $7 Shares 250 Est. Cost $17.92 Unrealized +46.1%
CSW CSW INDUSTRIALS INC 0.0%
Value ($000) $7 Shares 28 Est. Cost $267.73 Unrealized 0.0%
B BARRICK MINING CORPORATION 0.0%
Value ($000) $7 Shares 200 Est. Cost $19.29 Unrealized +30.4%
VALE VALE SA SPONSORED ADS 0.0%
Value ($000) $7 Shares 600 Est. Cost $15.86 Unrealized
CPNG COUPANG INC CL A 0.0%
Value ($000) $6 Shares 200 Est. Cost $17.65 Unrealized +71.3%
PR PERMIAN RESOURCES CORP CL A 0.0%
Value ($000) $6 Shares 491 Est. Cost $13.71 Unrealized 0.0%
IEF ISHARES 7-10 YEAR TSY BOND 0.0%
Value ($000) $6 Shares 65 Est. Cost $108.36 Unrealized
GABELLI EQUITY TR INC 0.0%
Value ($000) $6 Shares 1,000 Est. Cost $5.00 Unrealized
SIGI SELECTIVE INS GROUP INC 0.0%
Value ($000) $6 Shares 73 Est. Cost $79.61 Unrealized 0.0%
GWRE GUIDEWARE SOFTWARE INC 0.0%
Value ($000) $6 Shares 25 Est. Cost $214.86 Unrealized +5.8%
HOG HARLEY DAVIDSON INC 0.0%
Value ($000) $6 Shares 200 Est. Cost $61.89 Unrealized -56.6%
VCLT VANGUARD LONG TERM CORP BONDINDEX FUND ETF 0.0%
Value ($000) $6 Shares 71 Est. Cost $77.65 Unrealized
RBBN RIBBONS COMMUNICATIONS INC 0.0%
Value ($000) $5 Shares 1,400 Est. Cost $8.28 Unrealized -52.5%
ZIMVIE INC 0.0%
Value ($000) $5 Shares 260 Est. Cost $21.84 Unrealized
VXF VANGUARD EXTENDED MKT IDX 0.0%
Value ($000) $5 Shares 23 Est. Cost $209.30 Unrealized
NWN NORTHWEST NATURAL HLDG CO 0.0%
Value ($000) $4 Shares 99 Est. Cost $41.49 Unrealized 0.0%
SIRI SIRIUSXM HOLDINGS INC 0.0%
Value ($000) $4 Shares 190 Est. Cost $23.55 Unrealized -1.8%
KEX KIRBY CORP 0.0%
Value ($000) $4 Shares 49 Est. Cost $100.46 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
SANM SANMINA CORPORATION 0.0%
Value ($000) $3 Shares 29 Est. Cost $112.45 Unrealized 0.0%
CRSP CRISPR THERAPEUTICS AG 0.0%
Value ($000) $3 Shares 50 Est. Cost $71.59 Unrealized -19.8%
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) $3 Shares 45 Est. Cost $54.33 Unrealized
GRNB VANECK VECTORS ETF TR GREEN BD ETF 0.0%
Value ($000) $2 Shares 100 Est. Cost $28.25 Unrealized
PLUG PLUG POWER INC 0.0%
Value ($000) $2 Shares 1,000 Est. Cost $2.24 Unrealized -24.4%
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
GABELLI MULTIMEDIA TR INC 0.0%
Value ($000) $1 Shares 299 Est. Cost $7.80 Unrealized
WDS WOODSIDE ENERGY GROUP LTD 0.0%
Value ($000) $1 Shares 54 Est. Cost $20.00 Unrealized
LPRO OPEN LENDING CORP 0.0%
Value ($000) $0 Shares 200 Est. Cost $7.04 Unrealized -67.9%
BB BLACKBERRY LTD NPV 0.0%
Value ($000) $0 Shares 83 Est. Cost $5.49 Unrealized -27.7%
AIM AIM IMMUNOTECH INC 0.0%
Value ($000) $0 Shares 132 Est. Cost $7.45 Unrealized -41.7%
CVM CEL-SCI CORP 0.0%
Value ($000) $0 Shares 16 Est. Cost $5.23 Unrealized +49.6%
OGN ORGANON & CO 0.0%
Value ($000) $0 Shares 8 Est. Cost $26.93 Unrealized -63.7%