TOMPKINS FINANCIAL CORP Diversified Active

CIK: 0001005817 · Show all filings

Period: Q1 2020 (← Previous) (Next →)

Filing Date: Apr 22, 2020

Total Value ($000): $433,321 (100.0% shares, 0.0% debt)

Holdings (418)

TMP TOMPKINS FINANCIAL CORP 6.7%
Value ($000) $29,074 Shares 404,993 Est. Cost $28.93 Unrealized +130.6%
GSIE GOLDMAN SACHS ETF TR ACTIVEBETA INT 5.4%
Value ($000) $23,586 Shares 1,023,279 Est. Cost $28.45 Unrealized
USMV ISHARES TR MSCI MIN VOL ETF 4.4%
Value ($000) $18,852 Shares 349,126 Est. Cost $537.02 Unrealized
RWL INVESCO EXCHANGE-TRADED FD T S&P 500 REVENUE 4.3%
Value ($000) $18,742 Shares 426,948 Est. Cost $53.05 Unrealized
AAPL APPLE INC COM 3.8%
Value ($000) $16,609 Shares 65,316 Est. Cost $28.65 Unrealized +148.1%
MSFT MICROSOFT CORP COM 3.8%
Value ($000) $16,490 Shares 104,557 Est. Cost $40.81 Unrealized +283.1%
VOOG VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 3.5%
Value ($000) $15,211 Shares 102,196 Est. Cost $114.23 Unrealized
IEMG ISHARES INC CORE MSCI EMKT 3.1%
Value ($000) $13,300 Shares 328,660 Est. Cost $51.48 Unrealized
XSOE WISDOMTREE TR EM EX ST-OWNED 2.6%
Value ($000) $11,275 Shares 461,936 Est. Cost $25.84 Unrealized
IJH ISHARES CORE S&P MCP ETF 2.4%
Value ($000) $10,187 Shares 70,821 Est. Cost $19292.26 Unrealized
VEA VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 2.0%
Value ($000) $8,773 Shares 263,151 Est. Cost $40.83 Unrealized
VOO VANGUARD INDEX FDS S&P 500 ETF SHS 1.7%
Value ($000) $7,363 Shares 31,090 Est. Cost $207.95 Unrealized
BND VANGUARD BD IND FD ETF 1.4%
Value ($000) $6,044 Shares 70,816 Est. Cost $81.77 Unrealized
WMT WALMART INC COM 1.4%
Value ($000) $5,883 Shares 51,782 Est. Cost $27.90 Unrealized +26.8%
VZ VERIZON COMMUNICATIONS INC COM 1.3%
Value ($000) $5,823 Shares 108,395 Est. Cost $31.16 Unrealized +31.6%
LLY LILLY ELI & CO COM 1.3%
Value ($000) $5,561 Shares 40,095 Est. Cost $61.15 Unrealized +109.6%
CSCO CISCO SYS INC COM 1.2%
Value ($000) $5,379 Shares 136,830 Est. Cost $24.67 Unrealized +48.7%
JPM JPMORGAN CHASE & CO COM 1.2%
Value ($000) $5,372 Shares 59,669 Est. Cost $48.24 Unrealized +114.8%
IEFA ISHARES TR CORE MSCI EAFE 1.2%
Value ($000) $5,271 Shares 105,675 Est. Cost $56.40 Unrealized
PEP PEPSICO INC COM 1.2%
Value ($000) $5,257 Shares 43,771 Est. Cost $72.63 Unrealized +55.2%
HD HOME DEPOT INC COM 1.2%
Value ($000) $5,256 Shares 28,151 Est. Cost $71.50 Unrealized +165.9%
MCD MCDONALDS CORP COM 1.2%
Value ($000) $5,196 Shares 31,428 Est. Cost $100.68 Unrealized +70.7%
MRK MERCK & CO. INC COM 1.2%
Value ($000) $5,144 Shares 66,860 Est. Cost $43.37 Unrealized +50.1%
IWF ISHARES TR RUSSELL 1000 GRW - ETF 1.2%
Value ($000) $4,988 Shares 33,108 Est. Cost $111.27 Unrealized
SUSA ISHARES USA ESG SLCT ETF 1.1%
Value ($000) $4,802 Shares 43,751 Est. Cost $101.86 Unrealized
ABT ABBOTT LABORATORIES COM 1.1%
Value ($000) $4,674 Shares 59,248 Est. Cost $64.21 Unrealized +17.3%
AMGN AMGEN INC COM 1.0%
Value ($000) $4,479 Shares 22,093 Est. Cost $113.17 Unrealized +61.0%
DUK DUKE ENERGY CORP NEW COM NEW 1.0%
Value ($000) $4,407 Shares 54,487 Est. Cost $54.73 Unrealized +32.9%
HON HONEYWELL INTL INC COM 1.0%
Value ($000) $4,166 Shares 31,138 Est. Cost $92.57 Unrealized +47.5%
WM WASTE MGMT INC DEL COM 0.9%
Value ($000) $4,095 Shares 44,242 Est. Cost $47.03 Unrealized +121.5%
DIS DISNEY WALT CO COM DISNEY 0.9%
Value ($000) $4,031 Shares 41,733 Est. Cost $83.67 Unrealized +47.6%
TJX TJX COS INC NEW COM 0.9%
Value ($000) $4,027 Shares 84,238 Est. Cost $37.54 Unrealized +42.1%
PYPL PAYPAL HLDGS INC COM 0.9%
Value ($000) $4,004 Shares 41,822 Est. Cost $61.83 Unrealized +78.2%
AJG GALLAGHER ARTHUR J & CO COM 0.9%
Value ($000) $3,961 Shares 48,603 Est. Cost $44.62 Unrealized +100.3%
XOM EXXON MOBIL CORP COM 0.9%
Value ($000) $3,934 Shares 103,619 Est. Cost $54.32 Unrealized -22.5%
KMB KIMBERLY CLARK CORP COM 0.9%
Value ($000) $3,918 Shares 30,642 Est. Cost $76.58 Unrealized +46.4%
PGX INVESCO EXCHNG TRADED FD TR PFD ETF 0.9%
Value ($000) $3,761 Shares 285,775 Est. Cost $14.59 Unrealized
COST COSTCO WHSL CORP NEW COM 0.9%
Value ($000) $3,726 Shares 13,066 Est. Cost $134.29 Unrealized +106.9%
AMZN AMAZON COM INC COM 0.8%
Value ($000) $3,673 Shares 1,884 Est. Cost $49.34 Unrealized +96.1%
PEG PUBLIC SVC ENTERPRISE GRP IN COM 0.8%
Value ($000) $3,628 Shares 80,818 Est. Cost $28.52 Unrealized +54.8%
BLACKROCK, INC 0.8%
Value ($000) $3,509 Shares 7,977 Est. Cost $7088.24 Unrealized
DHR DANAHER CORP DEL COM 0.8%
Value ($000) $3,457 Shares 24,973 Est. Cost $64.15 Unrealized +104.7%
AWK AMERICAN WTR WKS CO INC NEW COM 0.7%
Value ($000) $3,164 Shares 26,469 Est. Cost $98.38 Unrealized +17.3%
GOOGL ALPHABET INC CAP STK CL A 0.7%
Value ($000) $3,066 Shares 2,639 Est. Cost $42.83 Unrealized +57.0%
MA MASTERCARD INC CL A 0.7%
Value ($000) $2,958 Shares 12,247 Est. Cost $133.37 Unrealized +115.8%
EFAV ISHARES TR MIN VOL EAFE ETF 0.7%
Value ($000) $2,912 Shares 46,948 Est. Cost $69.08 Unrealized
RWJ INVESCO EXCHANGE-TRADED FD T S&P SMALLCAP 600 0.7%
Value ($000) $2,861 Shares 68,214 Est. Cost $61.43 Unrealized
IWO ISHARES RUSSELL 2000 GROWTH - ETF 0.6%
Value ($000) $2,811 Shares 17,769 Est. Cost $18740.40 Unrealized
TRV TRAVELERS COMPANIES INC COM 0.6%
Value ($000) $2,799 Shares 28,170 Est. Cost $84.44 Unrealized +29.8%
UPS UNITED PARCEL SERVICE INC CL B 0.6%
Value ($000) $2,748 Shares 29,410 Est. Cost $85.18 Unrealized -3.9%
GD GENERAL DYNAMICS CORP COM 0.6%
Value ($000) $2,684 Shares 20,286 Est. Cost $113.30 Unrealized +28.0%
JNJ JOHNSON & JOHNSON COM 0.6%
Value ($000) $2,596 Shares 19,801 Est. Cost $75.11 Unrealized +60.0%
PSA PUBLIC STORAGE 0.6%
Value ($000) $2,565 Shares 12,914 Est. Cost $188.54 Unrealized -11.6%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.6%
Value ($000) $2,495 Shares 15,284 Est. Cost $83.72 Unrealized +111.5%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.5%
Value ($000) $2,356 Shares 12,886 Est. Cost $168.97 Unrealized +25.8%
INTC INTEL CORP COM 0.5%
Value ($000) $2,223 Shares 41,073 Est. Cost $23.65 Unrealized +121.3%
PG PROCTER & GAMBLE CO COM 0.5%
Value ($000) $2,114 Shares 19,219 Est. Cost $73.75 Unrealized +40.8%
IBM INTERNATIONAL BUSINESS MACHS COM 0.5%
Value ($000) $2,101 Shares 18,939 Est. Cost $110.20 Unrealized -10.8%
VNQ VANGUARD INDEX FDS REAL ESTATE ETF 0.5%
Value ($000) $2,081 Shares 29,799 Est. Cost $7566.46 Unrealized
SYK STRYKER CORP COM 0.5%
Value ($000) $2,004 Shares 12,040 Est. Cost $82.21 Unrealized +123.0%
NVDA NVIDIA CORP COM 0.4%
Value ($000) $1,907 Shares 7,234 Est. Cost $0.40 Unrealized +1454.8%
ICE INTERCONTINENTAL EXCHANGE IN COM 0.4%
Value ($000) $1,741 Shares 21,565 Est. Cost $63.02 Unrealized +33.2%
NBTB NBT BANCORP INC COM 0.4%
Value ($000) $1,729 Shares 53,396 Est. Cost $21.02 Unrealized +74.2%
SBUX STARBUCKS CORP COM 0.4%
Value ($000) $1,695 Shares 25,774 Est. Cost $47.30 Unrealized +50.1%
ADBE ADOBE INC COM 0.4%
Value ($000) $1,680 Shares 5,280 Est. Cost $330.14 Unrealized +3.6%
ESGE ISHARES INC ESG MSCI EM ETF 0.4%
Value ($000) $1,610 Shares 58,830 Est. Cost $46.00 Unrealized
EFA ISHARES MSCI EAFE ETF 0.3%
Value ($000) $1,277 Shares 23,887 Est. Cost $2365.95 Unrealized
TMO THERMO FISHER SCIENTIFIC INC COM 0.3%
Value ($000) $1,184 Shares 4,174 Est. Cost $88.28 Unrealized +251.7%
SPY S & P DEP RECEIPTS - ETF 0.3%
Value ($000) $1,152 Shares 4,468 Est. Cost $306.77 Unrealized
ISRG INTUITIVE SURGICAL INC COM NEW 0.3%
Value ($000) $1,129 Shares 2,280 Est. Cost $177.77 Unrealized +3.0%
ADP AUTOMATIC DATA PROCESSING 0.2%
Value ($000) $999 Shares 7,306 Est. Cost $58.52 Unrealized +142.6%
EEM ISHARES MSCI EMERGING MARKETS - ETF 0.2%
Value ($000) $891 Shares 26,120 Est. Cost $7920.14 Unrealized
IJR ISHARES CORE S&P SCP ETF 0.2%
Value ($000) $824 Shares 14,682 Est. Cost $5809.54 Unrealized
CME CME GROUP INC COM 0.2%
Value ($000) $815 Shares 4,713 Est. Cost $40.75 Unrealized +291.6%
GOOG ALPHABET INC CAP STK CL C 0.2%
Value ($000) $813 Shares 699 Est. Cost $38.61 Unrealized +74.4%
LOW LOWES COS INC COM 0.2%
Value ($000) $775 Shares 9,002 Est. Cost $36.12 Unrealized +172.1%
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $765 Shares 3,067 Est. Cost $102.18 Unrealized +144.4%
ABBV ABBVIE INC COM 0.2%
Value ($000) $764 Shares 10,024 Est. Cost $57.30 Unrealized +17.3%
BMY BRISTOL MYERS SQUIBB CO COM 0.2%
Value ($000) $755 Shares 13,537 Est. Cost $43.15 Unrealized +12.6%
DVY ISHARES DOW JONES SELECT DIV INDEX FD - ETF 0.2%
Value ($000) $735 Shares 10,000 Est. Cost $95.10 Unrealized
SHY ISHARES 1-3 YEAR TREASURY BOND - ETF 0.2%
Value ($000) $720 Shares 8,303 Est. Cost $84.31 Unrealized
ISHARES IBOXX USD INV GRADE CORPORATE BOND - E 0.2%
Value ($000) $714 Shares 5,780 Est. Cost $123.53 Unrealized
ECL ECOLAB INC COM 0.2%
Value ($000) $704 Shares 4,519 Est. Cost $108.20 Unrealized +63.0%
PSK SPDR SERIES TRUST WELLS FG PFD ETF 0.1%
Value ($000) $640 Shares 16,331 Est. Cost $44.49 Unrealized
PFE PFIZER INC COM 0.1%
Value ($000) $630 Shares 19,316 Est. Cost $18.94 Unrealized +36.3%
T AT&T INC COM 0.1%
Value ($000) $630 Shares 21,621 Est. Cost $14.52 Unrealized +25.1%
BKLN INVESCO EXCHNG TRADED FD TR SR LN ETF 0.1%
Value ($000) $616 Shares 30,108 Est. Cost $22.88 Unrealized
VB VANGUARD SMALL CAP ETF 0.1%
Value ($000) $600 Shares 5,202 Est. Cost $142.31 Unrealized
AVGO BROADCOM INC COM 0.1%
Value ($000) $588 Shares 2,480 Est. Cost $19.91 Unrealized +21.9%
IWN ISHARES RUSSELL 2000 VALUE - ETF 0.1%
Value ($000) $571 Shares 6,955 Est. Cost $86.27 Unrealized
VO VANGUARD MID CAP ETF 0.1%
Value ($000) $565 Shares 4,295 Est. Cost $137.98 Unrealized
EMR EMERSON ELEC CO COM 0.1%
Value ($000) $557 Shares 11,681 Est. Cost $50.86 Unrealized +13.6%
GSLC GOLDMAN SACHS ETF TR EQUITY ETF 0.1%
Value ($000) $547 Shares 10,484 Est. Cost $50.25 Unrealized
IWR ISHS RUSSELL MIDCAP INDX ETF 0.1%
Value ($000) $547 Shares 12,679 Est. Cost $81.38 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 0.1%
Value ($000) $544 Shares 2 Est. Cost $249746.27 Unrealized +27.6%
MAR MARRIOTT INTL INC NEW CLA 0.1%
Value ($000) $531 Shares 7,103 Est. Cost $61.50 Unrealized +94.5%
NKE NIKE INC CL B 0.1%
Value ($000) $520 Shares 6,283 Est. Cost $41.87 Unrealized +105.1%
CVX CHEVRON CORP NEW COM 0.1%
Value ($000) $514 Shares 7,091 Est. Cost $77.71 Unrealized -2.2%
V VISA INC COM CL A 0.1%
Value ($000) $498 Shares 3,090 Est. Cost $106.60 Unrealized +69.5%
KO COCA COLA CO COM 0.1%
Value ($000) $482 Shares 10,900 Est. Cost $36.19 Unrealized +24.3%
TXN TEXAS INSTRS INC COM 0.1%
Value ($000) $470 Shares 4,708 Est. Cost $36.41 Unrealized +179.2%
MMM 3M CO COM 0.1%
Value ($000) $459 Shares 3,362 Est. Cost $84.41 Unrealized +25.5%
ORCL ORACLE CORP COM 0.1%
Value ($000) $436 Shares 9,016 Est. Cost $27.93 Unrealized +70.1%
MDT MEDTRONIC PLC SHS 0.1%
Value ($000) $403 Shares 4,473 Est. Cost $60.25 Unrealized +49.7%
BKNG BOOKING HLDGS INC COM 0.1%
Value ($000) $400 Shares 297 Est. Cost $1874.21 Unrealized -7.9%
IJS ISHARES SP SMCP600VL ETF 0.1%
Value ($000) $380 Shares 3,805 Est. Cost $49027.68 Unrealized
SWK STANLEY BLACK & DECKER INC COM 0.1%
Value ($000) $375 Shares 3,753 Est. Cost $116.62 Unrealized +2.1%
CMCSA COMCAST CORP NEW CL A 0.1%
Value ($000) $374 Shares 10,889 Est. Cost $33.34 Unrealized +8.1%
D DOMINION ENERGY INC COM 0.1%
Value ($000) $355 Shares 4,912 Est. Cost $50.01 Unrealized +26.2%
GENERAL ELECTRIC CO COM 0.1%
Value ($000) $343 Shares 43,105 Est. Cost $20.69 Unrealized
NOC NORTHROP GRUMMAN CORP COM 0.1%
Value ($000) $342 Shares 1,131 Est. Cost $172.93 Unrealized +82.4%
LMT LOCKHEED MARTIN CORP COM 0.1%
Value ($000) $339 Shares 998 Est. Cost $125.80 Unrealized +166.2%
CB CHUBB LIMITED COM 0.1%
Value ($000) $323 Shares 2,893 Est. Cost $98.22 Unrealized +32.8%
HEDJ WISDOMTREE TR EUROPE HEDGED EQ 0.1%
Value ($000) $321 Shares 6,257 Est. Cost $64.94 Unrealized
META FACEBOOK 0.1%
Value ($000) $321 Shares 1,925 Est. Cost $89.81 Unrealized +116.5%
UNP UNION PAC CORP COM 0.1%
Value ($000) $318 Shares 2,254 Est. Cost $91.46 Unrealized +58.5%
MCHP MICROCHIP TECHNOLOGY INC COM 0.1%
Value ($000) $311 Shares 4,589 Est. Cost $14.37 Unrealized +192.3%
WFC WELLS FARGO CO NEW COM 0.1%
Value ($000) $308 Shares 10,747 Est. Cost $42.11 Unrealized -13.0%
CTSH COGNIZANT TECHNOLOGY SOL 0.1%
Value ($000) $302 Shares 6,509 Est. Cost $41.73 Unrealized +30.6%
CL COLGATE PALMOLIVE CO COM 0.1%
Value ($000) $299 Shares 4,500 Est. Cost $57.95 Unrealized +6.2%
BAX BAXTER INTL INC COM 0.1%
Value ($000) $295 Shares 3,632 Est. Cost $32.54 Unrealized +135.8%
AXP AMERICAN EXPRESS CO COM 0.1%
Value ($000) $294 Shares 3,433 Est. Cost $78.08 Unrealized +37.8%
HSY HERSHEY CO COM 0.1%
Value ($000) $291 Shares 2,199 Est. Cost $123.25 Unrealized +4.2%
CHD CHURCH & DWIGHT CO INC. 0.1%
Value ($000) $289 Shares 4,500 Est. Cost $44.65 Unrealized +48.3%
ISHARES IBOXX USD HIGH YIELD CORPORATE BOND - E 0.1%
Value ($000) $287 Shares 3,725 Est. Cost $77.05 Unrealized
IVW ISHARES S&P 500 GRWT ETF 0.1%
Value ($000) $285 Shares 1,724 Est. Cost $136.28 Unrealized
SCHW SCHWAB CHARLES CORP NEW COM 0.1%
Value ($000) $281 Shares 8,375 Est. Cost $37.14 Unrealized +4.1%
SPLV INVESCO EXCHNG TRADED FD TR S&P500 LOW VOL 0.1%
Value ($000) $279 Shares 5,952 Est. Cost $47.36 Unrealized
SPYD SPDR SER TR PRTFLO S&P500 HI 0.1%
Value ($000) $275 Shares 11,200 Est. Cost $38.09 Unrealized
PM PHILIP MORRIS INTL INC COM 0.1%
Value ($000) $272 Shares 3,730 Est. Cost $64.55 Unrealized -5.9%
NVS NOVARTIS AG SPNSRD ADR 0.1%
Value ($000) $271 Shares 3,285 Est. Cost $84.34 Unrealized
RAYTHEON CO CLASS B COM 0.1%
Value ($000) $265 Shares 2,020 Est. Cost $156.62 Unrealized
TGT TARGET CORP COM 0.1%
Value ($000) $260 Shares 2,800 Est. Cost $96.43 Unrealized -1.5%
CRM SALESFORCE COM INC 0.1%
Value ($000) $258 Shares 1,795 Est. Cost $63.43 Unrealized +167.1%
USB US BANCORP DEL COM NEW 0.1%
Value ($000) $257 Shares 7,459 Est. Cost $30.57 Unrealized +21.8%
NEE NEXTERA ENERGY INC COM 0.1%
Value ($000) $241 Shares 1,000 Est. Cost $50.17 Unrealized +8.2%
CHE CHEMED CORP INC 0.1%
Value ($000) $231 Shares 533 Est. Cost $94.22 Unrealized +365.0%
GLW CORNING INC COM 0.1%
Value ($000) $231 Shares 11,256 Est. Cost $21.39 Unrealized +3.3%
UNITED TECHNOLOGIES CORP COM 0.1%
Value ($000) $230 Shares 2,445 Est. Cost $106.32 Unrealized
VGK VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 0.1%
Value ($000) $227 Shares 5,251 Est. Cost $55.16 Unrealized
GWW GRAINGER W W INC COM 0.1%
Value ($000) $225 Shares 904 Est. Cost $202.10 Unrealized +36.3%
BA BOEING CO COM 0.1%
Value ($000) $222 Shares 1,490 Est. Cost $209.55 Unrealized +30.2%
VTIP VANGUARD M SHORT TERM INFT PROTECTED E 0.1%
Value ($000) $217 Shares 4,445 Est. Cost $48.39 Unrealized
CWB SPDR SER TR BLMBRG BRC CNVRT 0.0%
Value ($000) $215 Shares 4,500 Est. Cost $55.56 Unrealized
CAT CATERPILLAR INC DEL COM 0.0%
Value ($000) $215 Shares 1,855 Est. Cost $80.23 Unrealized +41.3%
TE CONNECTIVITY LTD REG SHS 0.0%
Value ($000) $213 Shares 3,380 Est. Cost $73.00 Unrealized
SPDR SER TR SHORT TERM HIYLD BD BLOOMBERG SRT T 0.0%
Value ($000) $212 Shares 9,000 Est. Cost $23.56 Unrealized
PAYX PAYCHEX INC COM 0.0%
Value ($000) $198 Shares 3,153 Est. Cost $67.36 Unrealized +0.1%
NFLX NETFLIX INC 0.0%
Value ($000) $197 Shares 526 Est. Cost $33.52 Unrealized +5.5%
IVV ISHARES S&P 500 INDX FD-ETF 0.0%
Value ($000) $197 Shares 763 Est. Cost $208.83 Unrealized
SCHE SCHWAB STRATEGIC TR EMRG MKTEQ ETF 0.0%
Value ($000) $192 Shares 9,293 Est. Cost $21.87 Unrealized
FTV FORTIVE CORP COM 0.0%
Value ($000) $192 Shares 3,484 Est. Cost $30.87 Unrealized +38.1%
DLR DIGITAL RLTY 0.0%
Value ($000) $191 Shares 1,375 Est. Cost $74.72 Unrealized +38.8%
PNC PNC FINL SVCS GROUP INC COM 0.0%
Value ($000) $191 Shares 1,999 Est. Cost $52.03 Unrealized +108.2%
TSN TYSON FOODS INC CL A 0.0%
Value ($000) $184 Shares 3,180 Est. Cost $21.25 Unrealized +195.0%
ALLERGAN PLC SHS 0.0%
Value ($000) $171 Shares 965 Est. Cost $187.52 Unrealized
QQQ INVESCO QQQ TR UNIT SER 1 0.0%
Value ($000) $171 Shares 898 Est. Cost $183.63 Unrealized
SO SOUTHERN COMPANY 0.0%
Value ($000) $163 Shares 3,020 Est. Cost $47.31 Unrealized +6.7%
LHX L3HARRIS TECHNOLOGIES INC COM 0.0%
Value ($000) $155 Shares 861 Est. Cost $180.55 Unrealized +0.8%
AMP AMERIPRISE FINL INC COM 0.0%
Value ($000) $153 Shares 1,490 Est. Cost $102.81 Unrealized +30.3%
WTRG ESSENTIAL UTILS INC COM 0.0%
Value ($000) $148 Shares 3,625 Est. Cost $47.18 Unrealized 0.0%
CVS CVS HEALTH CORP COM 0.0%
Value ($000) $146 Shares 2,453 Est. Cost $57.76 Unrealized -4.2%
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $143 Shares 4,643 Est. Cost $37.08 Unrealized +10.5%
NUVEEN NY MUNI 0.0%
Value ($000) $138 Shares 10,505 Est. Cost $13.42 Unrealized
IWM ISHARES RUSSELL 2000 -ETF 0.0%
Value ($000) $126 Shares 1,102 Est. Cost $134.48 Unrealized
MRSH MARSH & MCLENNAN COS INC COM 0.0%
Value ($000) $124 Shares 1,435 Est. Cost $72.20 Unrealized +34.8%
HESS CORP COM 0.0%
Value ($000) $124 Shares 3,725 Est. Cost $54.71 Unrealized
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $116 Shares 4,674 Est. Cost $49.59 Unrealized -58.3%
ROYAL DUTCH SHELL PLC SPONSD ADR A 0.0%
Value ($000) $116 Shares 3,330 Est. Cost $68.89 Unrealized
MDLZ MONDELEZ INTERNATIONAL INC 0.0%
Value ($000) $114 Shares 2,279 Est. Cost $42.66 Unrealized +9.5%
GS GOLDMAN SACHS GROUP INC COM 0.0%
Value ($000) $114 Shares 737 Est. Cost $187.49 Unrealized -1.6%
BX BLACKSTONE GROUP INC COM CL A 0.0%
Value ($000) $114 Shares 2,500 Est. Cost $42.09 Unrealized +7.5%
ANGL VANECK VECTORS ETF TR FALLEN ANGEL HG 0.0%
Value ($000) $108 Shares 4,285 Est. Cost $29.25 Unrealized
CSGP COSTAR GROUP INC COM 0.0%
Value ($000) $102 Shares 173 Est. Cost $17.61 Unrealized +270.0%
MKC MCCORMICK & CO INC COM NON VTG 0.0%
Value ($000) $99 Shares 700 Est. Cost $45.32 Unrealized +52.2%
MET METLIFE INC COM 0.0%
Value ($000) $98 Shares 3,215 Est. Cost $33.34 Unrealized +9.3%
CI CIGNA CORP NEW COM 0.0%
Value ($000) $97 Shares 550 Est. Cost $167.70 Unrealized +5.8%
MCK MCKESSON CORP COM 0.0%
Value ($000) $95 Shares 705 Est. Cost $115.91 Unrealized +21.5%
F FORD MOTOR CO 0.0%
Value ($000) $95 Shares 19,762 Est. Cost $7.49 Unrealized -24.5%
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $94 Shares 1,200 Est. Cost $63.73 Unrealized +11.1%
STZ CONSTELLATION BRANDS INC 0.0%
Value ($000) $91 Shares 637 Est. Cost $121.49 Unrealized +31.8%
VHT VANGUARD HEALTH CARE ETF 0.0%
Value ($000) $91 Shares 548 Est. Cost $189.73 Unrealized
JNK SPDR SER TR BLOOMBERG BRCLYS 0.0%
Value ($000) $91 Shares 961 Est. Cost $109.03 Unrealized
CAH CARDINAL HEALTH INC COM 0.0%
Value ($000) $90 Shares 1,880 Est. Cost $35.53 Unrealized +24.6%
XLY SELECT SPECTOR SPDR ETF 0.0%
Value ($000) $86 Shares 877 Est. Cost $111.68 Unrealized
TYL TYLER TECHNOLOGIES INC COM 0.0%
Value ($000) $86 Shares 291 Est. Cost $191.46 Unrealized +61.9%
IVE ISHARES S & P 500 VALUE INDEX FUND - ETF 0.0%
Value ($000) $84 Shares 871 Est. Cost $100.00 Unrealized
AMT AMERICAN TOWER REIT 0.0%
Value ($000) $83 Shares 380 Est. Cost $114.51 Unrealized +72.2%
MO ALTRIA GROUP INC COM 0.0%
Value ($000) $83 Shares 2,144 Est. Cost $25.86 Unrealized +6.6%
C CITIGROUP INC COM NEW 0.0%
Value ($000) $83 Shares 1,969 Est. Cost $56.98 Unrealized -4.9%
UGI UGI CORP NEW COM 0.0%
Value ($000) $83 Shares 3,100 Est. Cost $45.81 Unrealized -17.3%
XLP SELECT SECTOR SPDR TR SBI CONS STPLS 0.0%
Value ($000) $82 Shares 1,500 Est. Cost $62.67 Unrealized
KELLOGG CO COM 0.0%
Value ($000) $81 Shares 1,348 Est. Cost $48.35 Unrealized +2.6%
A AGILENT TECHNOLOGIES INC COM 0.0%
Value ($000) $79 Shares 1,100 Est. Cost $77.15 Unrealized 0.0%
IJK ISHARES MIDCAP 400 ETF GROWTH 0.0%
Value ($000) $79 Shares 441 Est. Cost $195.83 Unrealized
CLX CLOROX CO DEL COM 0.0%
Value ($000) $78 Shares 450 Est. Cost $95.57 Unrealized +45.1%
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $78 Shares 1,038 Est. Cost $52.51 Unrealized +4.6%
DIA SPDR DOW JONES INDL AVG- ETF 0.0%
Value ($000) $77 Shares 349 Est. Cost $246.42 Unrealized
GLAXO HOLDINGS PLC SPONSORED ADR 0.0%
Value ($000) $76 Shares 2,000 Est. Cost $44.36 Unrealized
STT STATE STR CORP COM 0.0%
Value ($000) $76 Shares 1,422 Est. Cost $45.47 Unrealized +25.9%
BP BP AMOCO PLC SPONSORED ADR 0.0%
Value ($000) $76 Shares 3,100 Est. Cost $37.72 Unrealized
XRAY DENTSPLY SIRONA INC COM 0.0%
Value ($000) $74 Shares 1,900 Est. Cost $41.64 Unrealized +22.4%
DEO DIAGEO PLC SPN ADR NEW 0.0%
Value ($000) $72 Shares 570 Est. Cost $168.42 Unrealized
IP INTERNATIONAL PAPER CO COM 0.0%
Value ($000) $72 Shares 2,300 Est. Cost $31.89 Unrealized -10.6%
SIGI SELECTIVE INS GRP INC C/C 0.0%
Value ($000) $71 Shares 1,438 Est. Cost $19.16 Unrealized +189.0%
TDOC TELADOC HEALTH INC COM 0.0%
Value ($000) $71 Shares 457 Est. Cost $61.05 Unrealized +90.6%
AZO AUTOZONE INC COM 0.0%
Value ($000) $68 Shares 80 Est. Cost $538.18 Unrealized +93.1%
FISV FISERV INC COM 0.0%
Value ($000) $67 Shares 709 Est. Cost $51.36 Unrealized +116.3%
AIG AMERICAN INTL GROUP INC COM NEW 0.0%
Value ($000) $66 Shares 2,711 Est. Cost $45.11 Unrealized -18.5%
AMG AFFILIATED MANAGERS GR 0.0%
Value ($000) $66 Shares 1,115 Est. Cost $157.31 Unrealized -52.6%
VRSK VERISK ANALYTICS INC COM 0.0%
Value ($000) $64 Shares 462 Est. Cost $65.97 Unrealized +128.7%
VEEV VEEVA SYS INC CL A COM 0.0%
Value ($000) $63 Shares 404 Est. Cost $38.78 Unrealized +278.0%
ANSYS INC 0.0%
Value ($000) $62 Shares 265 Est. Cost $76.15 Unrealized
BAC BANK OF AMERICA CORPORATION COM 0.0%
Value ($000) $60 Shares 2,822 Est. Cost $27.42 Unrealized -5.5%
FULT FULTON FINL CORP PA COM 0.0%
Value ($000) $59 Shares 5,152 Est. Cost $13.02 Unrealized -8.8%
KRE SPDR SER TR S&P REGL BKG 0.0%
Value ($000) $59 Shares 1,800 Est. Cost $58.10 Unrealized
WST WEST PHARMACEUTICAL SVSC INC COM 0.0%
Value ($000) $58 Shares 384 Est. Cost $91.86 Unrealized +65.1%
DTD WISDOMTREE TR US TOTAL DIVIDND 0.0%
Value ($000) $58 Shares 737 Est. Cost $88.03 Unrealized
FDX FEDEX CORP 0.0%
Value ($000) $58 Shares 482 Est. Cost $138.47 Unrealized -8.9%
PAYC PAYCOM SOFTWARE INC COM 0.0%
Value ($000) $58 Shares 289 Est. Cost $105.70 Unrealized +154.2%
TSM TAIWAN SEMICONDUCTOR ADR 0.0%
Value ($000) $57 Shares 1,200 Est. Cost $47.50 Unrealized
AFL AFLAC INC COM 0.0%
Value ($000) $57 Shares 1,667 Est. Cost $30.45 Unrealized +30.3%
IHS MARKIT LTD SHS 0.0%
Value ($000) $57 Shares 951 Est. Cost $37.51 Unrealized
HEI HEICO CORP NEW COM 0.0%
Value ($000) $57 Shares 766 Est. Cost $47.52 Unrealized +130.1%
DGX QUEST DIAGNOSTICS INC COM 0.0%
Value ($000) $56 Shares 700 Est. Cost $57.14 Unrealized +61.3%
RITCHIE BROS INC 0.0%
Value ($000) $56 Shares 1,645 Est. Cost $24.31 Unrealized
ROL ROLLINS INC COM 0.0%
Value ($000) $56 Shares 1,540 Est. Cost $22.98 Unrealized 0.0%
FAST FASTENAL 0.0%
Value ($000) $56 Shares 1,791 Est. Cost $11.16 Unrealized +35.9%
AMEDISYS INC 0.0%
Value ($000) $56 Shares 303 Est. Cost $122.11 Unrealized
VOD VODAFONE GROUP PLC NEW SPONSORED ADR 0.0%
Value ($000) $55 Shares 4,000 Est. Cost $19.40 Unrealized
EVRG EVERGY INC COM 0.0%
Value ($000) $55 Shares 1,000 Est. Cost $40.03 Unrealized +30.0%
ELV ANTHEM INC COM 0.0%
Value ($000) $53 Shares 232 Est. Cost $253.23 Unrealized -0.7%
MUB ISHARES TR NATIONAL MUN ETF 0.0%
Value ($000) $53 Shares 465 Est. Cost $113.98 Unrealized
GLOB GLOBANT S A COM 0.0%
Value ($000) $51 Shares 586 Est. Cost $49.01 Unrealized +127.8%
ADI ANALOG DEVICES INC COM 0.0%
Value ($000) $49 Shares 549 Est. Cost $68.87 Unrealized +42.8%
XLV SECTOR SPDR TR FD HLTH - ETF 0.0%
Value ($000) $48 Shares 538 Est. Cost $96.32 Unrealized
CHINA MOBILE LIMITED SPONSORED ADR 0.0%
Value ($000) $45 Shares 1,200 Est. Cost $42.50 Unrealized
PRLB PROTO LABS INC 0.0%
Value ($000) $45 Shares 593 Est. Cost $62.19 Unrealized +49.0%
XLF SELECT SPDR FINANCE ETF 0.0%
Value ($000) $44 Shares 2,106 Est. Cost $26.07 Unrealized
VFC V F CORP 0.0%
Value ($000) $43 Shares 800 Est. Cost $71.62 Unrealized +8.8%
EIX EDISON INTL COM 0.0%
Value ($000) $42 Shares 765 Est. Cost $32.46 Unrealized +63.6%
IWD ISHARES RUSSELL 1000 VALUE INDEX FUND ETF 0.0%
Value ($000) $42 Shares 428 Est. Cost $126.17 Unrealized
XLU SECTOR SPDR TRUST - ETF 0.0%
Value ($000) $41 Shares 734 Est. Cost $58.92 Unrealized
SCHR SCHWAB STRATEGIC TR INTRM TRM TRES 0.0%
Value ($000) $40 Shares 680 Est. Cost $54.41 Unrealized
BL BLACKLINE INC COM 0.0%
Value ($000) $39 Shares 748 Est. Cost $49.76 Unrealized +17.5%
IDXX IDEXX LABS INC COM 0.0%
Value ($000) $38 Shares 156 Est. Cost $260.97 Unrealized 0.0%
DISCOVER FINL SVCS COM 0.0%
Value ($000) $38 Shares 1,055 Est. Cost $66.56 Unrealized
NOW SERVICENOW INC COM 0.0%
Value ($000) $38 Shares 132 Est. Cost $52.68 Unrealized +18.7%
XLI SECTOR SPDRTR SCTR TR ETF 0.0%
Value ($000) $37 Shares 622 Est. Cost $72.16 Unrealized
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $37 Shares 1,071 Est. Cost $27.24 Unrealized -33.4%
JOHN HANCOCK ETF TRUST MULTIFACTOR HE 0.0%
Value ($000) $36 Shares 1,117 Est. Cost $30.78 Unrealized
HIG HARTFORD FINL SVCS GROUP INC COM 0.0%
Value ($000) $36 Shares 1,028 Est. Cost $31.94 Unrealized +43.1%
SDY SPDR S & P DIVIDEND - ETF 0.0%
Value ($000) $36 Shares 456 Est. Cost $89.61 Unrealized
HUM HUMANA INC COM 0.0%
Value ($000) $36 Shares 115 Est. Cost $300.46 Unrealized +6.5%
NATIONAL INSTRUMENTS CORP 0.0%
Value ($000) $35 Shares 1,063 Est. Cost $30.23 Unrealized
VBR VANGUARD SMALL CAP VAL ETF 0.0%
Value ($000) $34 Shares 387 Est. Cost $91.99 Unrealized
GIS GENERAL MLS INC COM 0.0%
Value ($000) $34 Shares 644 Est. Cost $35.37 Unrealized +22.4%
ACM AECOM COM 0.0%
Value ($000) $33 Shares 1,100 Est. Cost $31.68 Unrealized +29.9%
EPP ISHARES MSCI PACIFIC EX JAPAN - ETF 0.0%
Value ($000) $33 Shares 975 Est. Cost $43.08 Unrealized
MTB M&T BANK CORPORATION 0.0%
Value ($000) $30 Shares 290 Est. Cost $141.53 Unrealized -14.4%
PPL PPL CORP 0.0%
Value ($000) $30 Shares 1,227 Est. Cost $25.32 Unrealized -0.5%
DOW DOW INC COM 0.0%
Value ($000) $29 Shares 986 Est. Cost $35.76 Unrealized -14.5%
ITW ILLINOIS TOOL WKS INC COM 0.0%
Value ($000) $29 Shares 206 Est. Cost $80.25 Unrealized +83.9%
GNTX GENTEX CORP 0.0%
Value ($000) $29 Shares 1,308 Est. Cost $27.77 Unrealized 0.0%
XAR SPDR SER TR AEROSPACE DEF 0.0%
Value ($000) $29 Shares 385 Est. Cost $90.91 Unrealized
HCA HCA HOLDINGS INC 0.0%
Value ($000) $28 Shares 308 Est. Cost $94.49 Unrealized +30.6%
LNN LINDSAY CORP 0.0%
Value ($000) $27 Shares 300 Est. Cost $67.86 Unrealized +36.1%
LINDE PLC SHS 0.0%
Value ($000) $27 Shares 157 Est. Cost $152.87 Unrealized
HAL HALLIBURTON CO COM 0.0%
Value ($000) $27 Shares 3,985 Est. Cost $43.51 Unrealized -64.1%
GWRE GUIDEWIRE SOFTWARE INC COM 0.0%
Value ($000) $27 Shares 345 Est. Cost $87.19 Unrealized +19.8%
EXC EXELON CORP COM 0.0%
Value ($000) $26 Shares 693 Est. Cost $18.73 Unrealized +35.9%
PFG PRINCIPAL FINANCIAL GROUP INC 0.0%
Value ($000) $26 Shares 835 Est. Cost $38.39 Unrealized -1.8%
NEOG NEOGEN CORP 0.0%
Value ($000) $25 Shares 369 Est. Cost $19.05 Unrealized +72.3%
BCE BCE INC COM NEW 0.0%
Value ($000) $25 Shares 600 Est. Cost $24.67 Unrealized +22.0%
ZBH ZIMMER BIOMET HOLDINGS INC COM 0.0%
Value ($000) $25 Shares 245 Est. Cost $91.42 Unrealized +36.6%
HCSG HEALTHCARE SVCS GROUP INC COM 0.0%
Value ($000) $24 Shares 996 Est. Cost $25.71 Unrealized 0.0%
WPC W P CAREY INC 0.0%
Value ($000) $24 Shares 405 Est. Cost $66.67 Unrealized
CDK GLOBAL INC COM 0.0%
Value ($000) $23 Shares 711 Est. Cost $41.04 Unrealized
AZTA BROOK AUTOMATION INC 0.0%
Value ($000) $21 Shares 675 Est. Cost $9.63 Unrealized +273.5%
VBK VANGUARD SMALL CAP GRWTH ETF 0.0%
Value ($000) $21 Shares 139 Est. Cost $137.54 Unrealized
FIVE FIVE BELOW INC COM 0.0%
Value ($000) $21 Shares 301 Est. Cost $101.76 Unrealized 0.0%
VIACOMCBS INC CL B 0.0%
Value ($000) $20 Shares 1,400 Est. Cost $41.88 Unrealized
BTI BRITISH AMERICAN TOBACCO 0.0%
Value ($000) $20 Shares 577 Est. Cost $41.59 Unrealized
PPG PPG INDS INC COM 0.0%
Value ($000) $20 Shares 235 Est. Cost $101.74 Unrealized -2.7%
PSX PHILLIPS 66 COM 0.0%
Value ($000) $18 Shares 344 Est. Cost $57.44 Unrealized +11.1%
NVO NOVO NORDISK A/S ADR 0.0%
Value ($000) $18 Shares 300 Est. Cost $56.67 Unrealized
SLV ISHARES SILVER TRUST - ETF 0.0%
Value ($000) $18 Shares 1,376 Est. Cost $14.57 Unrealized
KEY KEYCORP NEW COM 0.0%
Value ($000) $17 Shares 1,670 Est. Cost $11.93 Unrealized +4.3%
FFBC FIRST FINL BANCORP OHIO 0.0%
Value ($000) $17 Shares 1,111 Est. Cost $10.27 Unrealized +62.5%
AOS SMITH A O CORP COM 0.0%
Value ($000) $17 Shares 445 Est. Cost $38.29 Unrealized 0.0%
VMBS VANGUARD SCOTTSDALE FDS MORTG-BACK SEC 0.0%
Value ($000) $16 Shares 302 Est. Cost $52.98 Unrealized
SLYV SPDR SER TR S&P 600 SMCP VAL 0.0%
Value ($000) $16 Shares 398 Est. Cost $81.82 Unrealized
SRPT SAREPTA THERAPEUTICS INC COM 0.0%
Value ($000) $16 Shares 162 Est. Cost $114.31 Unrealized 0.0%
SNY SANOFI SPONSORED ADR 0.0%
Value ($000) $16 Shares 365 Est. Cost $49.68 Unrealized
TGNA TEGNA INC 0.0%
Value ($000) $15 Shares 1,348 Est. Cost $11.35 Unrealized +40.9%
ETN EATON CORP PLC SHS 0.0%
Value ($000) $15 Shares 196 Est. Cost $64.82 Unrealized +27.5%
TIP ISHARES TIPS BOND - ETF 0.0%
Value ($000) $15 Shares 131 Est. Cost $114.50 Unrealized
UHAL AMERCO COM 0.0%
Value ($000) $15 Shares 50 Est. Cost $37.96 Unrealized -11.0%
DELL DELL TECHNOLOGIES INC CL C 0.0%
Value ($000) $15 Shares 374 Est. Cost $25.89 Unrealized -18.3%
CAG CONAGRA BRANDS INC COM 0.0%
Value ($000) $15 Shares 513 Est. Cost $19.17 Unrealized +22.8%
BBT BERKSHIRE HILLS BANCORP INC COM 0.0%
Value ($000) $15 Shares 1,000 Est. Cost $31.27 Unrealized -33.0%
AZN ASTRAZENECA PLC SPONSORED ADR 0.0%
Value ($000) $14 Shares 324 Est. Cost $12763.09 Unrealized
WALGREENS BTS ALL 0.0%
Value ($000) $14 Shares 312 Est. Cost $82.85 Unrealized
EWC ISHARES MSCI CANADA - ETF 0.0%
Value ($000) $13 Shares 600 Est. Cost $23.59 Unrealized
PLURALSIGHT INC COM CL A 0.0%
Value ($000) $13 Shares 1,189 Est. Cost $10.93 Unrealized
BK BANK NEW YORK MELLON CORP COM 0.0%
Value ($000) $13 Shares 377 Est. Cost $42.65 Unrealized -17.1%
RDIV INVESCO EXCHANGE-TRADED FD T S&P ULTRA DIVIDE 0.0%
Value ($000) $13 Shares 561 Est. Cost $37.84 Unrealized
CNI CANADIAN NATL RY CO COM 0.0%
Value ($000) $12 Shares 160 Est. Cost $79.98 Unrealized -2.6%
FE FIRSTENERGY CORP COM 0.0%
Value ($000) $12 Shares 311 Est. Cost $37.07 Unrealized -2.0%
SCHC SCHWAB STRATEGIC TR INTL SCEQT ETF 0.0%
Value ($000) $12 Shares 502 Est. Cost $23.90 Unrealized
AKR ACADIA RLTY TR 0.0%
Value ($000) $12 Shares 939 Est. Cost $27.69 Unrealized
VRTX VERTEX PHARMACEUTICALS 0.0%
Value ($000) $12 Shares 50 Est. Cost $202.38 Unrealized +13.3%
TDC TERADATE CORP DEL COM 0.0%
Value ($000) $12 Shares 600 Est. Cost $27.01 Unrealized -14.7%
OGE OGE ENERGY CORP COM 0.0%
Value ($000) $12 Shares 400 Est. Cost $31.24 Unrealized +29.4%
XLK TECHNOLGOY SEL SEC SPDR ETF 0.0%
Value ($000) $12 Shares 150 Est. Cost $93.33 Unrealized
DRI DARDEN RESTAURANTS INC COM 0.0%
Value ($000) $11 Shares 204 Est. Cost $35.06 Unrealized +136.1%
CTVA CORTEVA INC COM 0.0%
Value ($000) $11 Shares 458 Est. Cost $25.21 Unrealized +1.4%
2U INC COM 0.0%
Value ($000) $11 Shares 509 Est. Cost $21.61 Unrealized
SPIB SPDR SER TR PORTFOLIO INTRMD 0.0%
Value ($000) $11 Shares 323 Est. Cost $34.06 Unrealized
SJM SMUCKER JM CO COM NEW 0.0%
Value ($000) $11 Shares 101 Est. Cost $86.62 Unrealized +1.9%
SLB SCHLUMBERGER LTD COM 0.0%
Value ($000) $11 Shares 773 Est. Cost $57.95 Unrealized -56.4%
ALC ALCON INC ORD SHS 0.0%
Value ($000) $11 Shares 220 Est. Cost $57.45 Unrealized -1.3%
ALB ALBEMARLE CORP COM 0.0%
Value ($000) $10 Shares 175 Est. Cost $65.67 Unrealized +8.3%
SWX SOUTHWEST GAS CORP COM 0.0%
Value ($000) $10 Shares 139 Est. Cost $81.18 Unrealized -11.5%
GLPI GAMING & LEISURE PPTYS INC COM 0.0%
Value ($000) $10 Shares 357 Est. Cost $32.68 Unrealized
ADM ARCHER DANIELS MIDLAND CO COM 0.0%
Value ($000) $10 Shares 290 Est. Cost $32.49 Unrealized +6.3%
COF CAPITAL ONE FINL CORP COM 0.0%
Value ($000) $10 Shares 200 Est. Cost $48.92 Unrealized +62.5%
IGIB ISHARES INTERMEDIATE CREDIT BOND - ETF 0.0%
Value ($000) $10 Shares 186 Est. Cost $53.76 Unrealized
AON PLC SHS CL A 0.0%
Value ($000) $9 Shares 56 Est. Cost $214.29 Unrealized
VTV VANGUARD INDEX FDS VALUE ETF 0.0%
Value ($000) $9 Shares 100 Est. Cost $94.01 Unrealized
FIS FIDELITY NATL INFORMATION SVCS INC COM 0.0%
Value ($000) $9 Shares 75 Est. Cost $118.59 Unrealized +3.8%
VGT VANGUARD WORLD FDS INF TECH ETF 0.0%
Value ($000) $9 Shares 43 Est. Cost $194.81 Unrealized
EWA ISHS MSCI AUSTRALIA INDX ETF 0.0%
Value ($000) $8 Shares 500 Est. Cost $18.61 Unrealized
QUAL ISHARES TR USA QUALITY FCTR 0.0%
Value ($000) $8 Shares 99 Est. Cost $80.81 Unrealized
AEP AMERICAN ELEC PWR INC COM 0.0%
Value ($000) $8 Shares 95 Est. Cost $54.85 Unrealized +39.6%
USHY ISHARES TR BROAD USD HIGH 0.0%
Value ($000) $8 Shares 219 Est. Cost $36.53 Unrealized
MPC MARATHON PETE CORP COM 0.0%
Value ($000) $8 Shares 343 Est. Cost $30.50 Unrealized +25.8%
HRL HORMEL FOODS 0.0%
Value ($000) $8 Shares 164 Est. Cost $27.60 Unrealized +40.1%
ELMIRA SVGS BK ELMIRA N Y COM 0.0%
Value ($000) $8 Shares 700 Est. Cost $14.53 Unrealized
CHRW C H ROBINSON WORLWIDE INC 0.0%
Value ($000) $8 Shares 125 Est. Cost $76.47 Unrealized -18.4%
ENB ENBRIDGE INC 0.0%
Value ($000) $7 Shares 246 Est. Cost $24.01 Unrealized +4.1%
DGRW WISDOMTREE TR US QTLY DIV GRT 0.0%
Value ($000) $7 Shares 170 Est. Cost $41.18 Unrealized
TFC TRUIST FINL CORP COM 0.0%
Value ($000) $7 Shares 233 Est. Cost $40.89 Unrealized -12.0%
TT TRANE TECHNOLOGIES PLC SHS 0.0%
Value ($000) $6 Shares 71 Est. Cost $93.73 Unrealized 0.0%
VAC MARRIOTT VACATIONS WORLDWIDE 0.0%
Value ($000) $6 Shares 100 Est. Cost $47.43 Unrealized +119.0%
CCK CROWN HLDGS INC 0.0%
Value ($000) $6 Shares 100 Est. Cost $67.77 Unrealized -2.4%
WAB WABTEC CORP 0.0%
Value ($000) $6 Shares 126 Est. Cost $69.56 Unrealized -4.7%
XLRE SELECT SECTOR SPDR TR RL EST SEL SEC 0.0%
Value ($000) $6 Shares 195 Est. Cost $35.27 Unrealized
BSV VANGUARD SHORT TERM BD ETF 0.0%
Value ($000) $6 Shares 78 Est. Cost $76.92 Unrealized
XRX XEROX HOLDINGS CORP COM NEW 0.0%
Value ($000) $5 Shares 278 Est. Cost $31.80 Unrealized -0.1%
FCX FREEPORT-MCMORAN INC CL B 0.0%
Value ($000) $5 Shares 800 Est. Cost $10.12 Unrealized -3.3%
VLUE ISHARES TR EDGE MSCI USA VL 0.0%
Value ($000) $5 Shares 80 Est. Cost $62.50 Unrealized
IJJ ISHARES MIDCAP 400 VALUE ETF 0.0%
Value ($000) $5 Shares 44 Est. Cost $144.35 Unrealized
HANESBRANDS INC 0.0%
Value ($000) $5 Shares 620 Est. Cost $14.52 Unrealized
TSLA TESLA INC COM 0.0%
Value ($000) $5 Shares 10 Est. Cost $41.46 Unrealized 0.0%
UNILEVER PLC AMER SHS ADR 0.0%
Value ($000) $5 Shares 100 Est. Cost $50.00 Unrealized
NDAQ NASDAQ INC COM 0.0%
Value ($000) $5 Shares 56 Est. Cost $31.21 Unrealized +4.3%
PENN PENN NATL GAMING INC COM 0.0%
Value ($000) $4 Shares 300 Est. Cost $22.21 Unrealized +13.1%
SKT TANGER FACTORY OUTLET CTRS I COM 0.0%
Value ($000) $4 Shares 800 Est. Cost $22.50 Unrealized
LVS LAS VEGAS SANDS CORP COM 0.0%
Value ($000) $4 Shares 100 Est. Cost $56.82 Unrealized 0.0%
EATON VANCE TAX MANAGED 0.0%
Value ($000) $4 Shares 300 Est. Cost $13.33 Unrealized
OXY OCCIDENTAL PETE CORP DEL COM 0.0%
Value ($000) $4 Shares 359 Est. Cost $55.70 Unrealized -46.0%
AGZ ISHARES TR AGENCY BOND ETF 0.0%
Value ($000) $4 Shares 32 Est. Cost $125.00 Unrealized
HOG HARLEY DAVIDSON INC COM 0.0%
Value ($000) $4 Shares 219 Est. Cost $51.84 Unrealized -41.6%
VCLT VANGUARD SCOTTSDALE FDS LG-TERM COR BD 0.0%
Value ($000) $4 Shares 39 Est. Cost $102.56 Unrealized
JCI JOHNSON CTLS INTL PLC SHS 0.0%
Value ($000) $4 Shares 154 Est. Cost $37.10 Unrealized -11.1%
VYM VANGUARD WHITEHALL HIGH DIV YLD - ETF 0.0%
Value ($000) $4 Shares 54 Est. Cost $77.14 Unrealized
SCHI SCHWAB STRATEGIC TR 5 10YR CORP BD 0.0%
Value ($000) $4 Shares 86 Est. Cost $46.51 Unrealized
ALL ALLSTATE CORP COM 0.0%
Value ($000) $4 Shares 44 Est. Cost $71.44 Unrealized +31.9%
IDA IDACORP INC COM 0.0%
Value ($000) $4 Shares 50 Est. Cost $48.08 Unrealized +114.1%
CANOPY GROWTH CORP COM 0.0%
Value ($000) $4 Shares 290 Est. Cost $18.07 Unrealized
CC CHEMOURS CO COM 0.0%
Value ($000) $3 Shares 324 Est. Cost $8.68 Unrealized +31.5%
SAN BANCO SANTANDER 0.0%
Value ($000) $3 Shares 1,085 Est. Cost $3.69 Unrealized
RWR SPDR SERIES TR DJ REIT ETF 0.0%
Value ($000) $3 Shares 47 Est. Cost $63.83 Unrealized
AMRX AMNEAL PHARMACEUTICALS INC COM STK CL A 0.0%
Value ($000) $3 Shares 800 Est. Cost $4.24 Unrealized 0.0%
SPTL SPDR SER TR PORTFOLIO LN TSR 0.0%
Value ($000) $3 Shares 59 Est. Cost $50.85 Unrealized
IJT ISHARES TR S&P SML 600 GWT 0.0%
Value ($000) $3 Shares 25 Est. Cost $120.00 Unrealized
GVA GRANITE CONSTRUCTION 0.0%
Value ($000) $3 Shares 200 Est. Cost $34.73 Unrealized -35.4%
CMBS ISHARES TR CMBS ETF 0.0%
Value ($000) $3 Shares 50 Est. Cost $60.00 Unrealized
ACTIVISION BLIZZARD INC 0.0%
Value ($000) $3 Shares 49 Est. Cost $39.03 Unrealized
SCHX SCHWAB STRATEGIC TR US LRG CAP ETF 0.0%
Value ($000) $2 Shares 32 Est. Cost $62.50 Unrealized
MTUM ISHARES TR USA MOMENTUM FCT 0.0%
Value ($000) $2 Shares 20 Est. Cost $100.00 Unrealized
FOXA FOX CORP CL A COM 0.0%
Value ($000) $2 Shares 66 Est. Cost $31.59 Unrealized -3.7%
IR INGERSOLL RAND INC COM 0.0%
Value ($000) $2 Shares 62 Est. Cost $31.60 Unrealized 0.0%
BCPC BALCHEM CORP COM 0.0%
Value ($000) $2 Shares 22 Est. Cost $55.17 Unrealized +79.9%
CARS CARS COM INC COM 0.0%
Value ($000) $2 Shares 449 Est. Cost $27.95 Unrealized -65.4%
BRISTOL MYERS SQUIBB CO RIGHT 99/99/9999 0.0%
Value ($000) $2 Shares 482 Est. Cost $3.68 Unrealized
CRS CARPENTER TECHNOLOGY CORP COM 0.0%
Value ($000) $2 Shares 100 Est. Cost $45.98 Unrealized -27.1%
LEA LEAR CORP 0.0%
Value ($000) $2 Shares 26 Est. Cost $109.43 Unrealized -6.4%
TAP MOLSON COORS BREWING CO CL B 0.0%
Value ($000) $2 Shares 50 Est. Cost $43.72 Unrealized 0.0%
MGM MGM MIRAGE 0.0%
Value ($000) $2 Shares 165 Est. Cost $25.54 Unrealized 0.0%
MDU MDU RES GROUP INC COM 0.0%
Value ($000) $2 Shares 100 Est. Cost $7.77 Unrealized +13.6%
RUN SUNRUN INC COM 0.0%
Value ($000) $2 Shares 200 Est. Cost $16.41 Unrealized 0.0%
NOK NOKIA CORP PFD SPONS ADR 0.0%
Value ($000) $1 Shares 200 Est. Cost $5.45 Unrealized
ROYAL DUTCH SHELL PLC SPON ADR B 0.0%
Value ($000) $1 Shares 31 Est. Cost $64.52 Unrealized
USX-U S STL COM 0.0%
Value ($000) $1 Shares 200 Est. Cost $5.00 Unrealized
MAT MATTEL INC COM 0.0%
Value ($000) $1 Shares 168 Est. Cost $11.86 Unrealized +3.4%
SCHQ SCHWAB STRATEGIC TR LONG TERM US 0.0%
Value ($000) $1 Shares 15 Est. Cost $66.67 Unrealized
SCHP SCHWAB STRATEGIC TR US TIPS ETF 0.0%
Value ($000) $1 Shares 26 Est. Cost $38.46 Unrealized
SCHH SCHWAB STRATEGIC TR US REIT ETF 0.0%
Value ($000) $1 Shares 26 Est. Cost $38.46 Unrealized
VRTS VIRTUS INVT PARTNERS INC COM 0.0%
Value ($000) $1 Shares 13 Est. Cost $97.64 Unrealized -5.7%
FDIS FIDELITY COVINGTON TR MSCI CONSM DIS 0.0%
Value ($000) $1 Shares 16 Est. Cost $62.50 Unrealized
SCHF SCHWAB STRATEGIC TR INTL EQTY ETF 0.0%
Value ($000) $1 Shares 38 Est. Cost $26.32 Unrealized
SCHJ SCHWAB STRATEGIC TR 1 5YR CORP BD 0.0%
Value ($000) $1 Shares 27 Est. Cost $37.04 Unrealized
FTEC FIDELITY COVINGTON TR MSCI INFO TECH I 0.0%
Value ($000) $1 Shares 17 Est. Cost $58.82 Unrealized
CENTURYLINK INC COM 0.0%
Value ($000) $1 Shares 68 Est. Cost $14.71 Unrealized
HUANENG PWR INTL INC SPON ADR H SHS 0.0%
Value ($000) $1 Shares 100 Est. Cost $10.00 Unrealized
EOG EOG RES INC COM 0.0%
Value ($000) $1 Shares 37 Est. Cost $55.80 Unrealized -11.0%
BHF BRIGHTHOUSE FINL INC COM 0.0%
Value ($000) $0 Shares 16 Est. Cost $40.65 Unrealized -13.0%
CNDT CONDUENT INC COM 0.0%
Value ($000) $0 Shares 64 Est. Cost $7.72 Unrealized -48.7%
AURORA CANNABIS INC COM 0.0%
Value ($000) $0 Shares 400 Est. Cost Unrealized
FHLC FIDELITY MSCI HLTH CARE I 0.0%
Value ($000) $0 Shares 6 Est. Cost Unrealized
SGOL ABERDEEN STD GOLD ETF TR PHYSCL GOLD SHS 0.0%
Value ($000) $0 Shares 20 Est. Cost Unrealized
HEZU ISHARES TR CUR HD EURZN ETF 0.0%
Value ($000) $0 Shares 9 Est. Cost Unrealized
SCHA SCHWAB STRATEGIC TR US SML CAP ETF 0.0%
Value ($000) $0 Shares 8 Est. Cost Unrealized
FRONTIER COMMUNICATIONS CORP COM NEW 0.0%
Value ($000) $0 Shares 2 Est. Cost $14.71 Unrealized
FCOM FIDELITY COVINGTON TR MSCI COMMNTN SVC 0.0%
Value ($000) $0 Shares 17 Est. Cost Unrealized
PUTNAM PREMIER INC TR 0.0%
Value ($000) $0 Shares 3 Est. Cost Unrealized