TOMPKINS FINANCIAL CORP Diversified Active

CIK: 0001005817 · Show all filings

Period: Q2 2020 (← Previous) (Next →)

Filing Date: Jul 29, 2020

Total Value ($000): $476,019 (100.0% shares, 0.0% debt)

Holdings (375)

TMP TOMPKINS FINANCIAL CORP 5.5%
Value ($000) $26,234 Shares 405,026 Est. Cost $28.93 Unrealized +82.9%
AAPL APPLE INC COM 5.1%
Value ($000) $24,055 Shares 65,943 Est. Cost $28.65 Unrealized +162.1%
MSFT MICROSOFT CORP COM 4.8%
Value ($000) $23,006 Shares 113,048 Est. Cost $50.74 Unrealized +241.1%
RWL INVESCO EXCHANGE-TRADED FD TS&P 500 REVENUE 4.8%
Value ($000) $22,624 Shares 442,320 Est. Cost $52.98 Unrealized
USMV ISHARES TR MSCI MIN VOL ETF 4.6%
Value ($000) $21,789 Shares 359,390 Est. Cost $523.42 Unrealized
XSOE WISDOMTREE TR EM EX ST-OWNED 4.2%
Value ($000) $20,123 Shares 673,043 Est. Cost $27.11 Unrealized
IJH ISHARES CORE S&P MCP ETF 2.7%
Value ($000) $12,857 Shares 72,308 Est. Cost $18899.17 Unrealized
GSIE GOLDMAN SACHS ETF TR ACTIVEBETA INT 2.5%
Value ($000) $11,901 Shares 447,578 Est. Cost $28.45 Unrealized
IEMG ISHARES INC CORE MSCI EMKT 2.0%
Value ($000) $9,719 Shares 204,243 Est. Cost $51.48 Unrealized
VOO VANGUARD INDEX FDS S&P 500 ETF SHS 1.9%
Value ($000) $9,199 Shares 32,457 Est. Cost $211.12 Unrealized
VEA VANGUARD TAX-MANAGED FDS FTSE DEV MKT ETF 1.7%
Value ($000) $7,977 Shares 205,656 Est. Cost $40.83 Unrealized
PYPL PAYPAL HLDGS INC COM 1.6%
Value ($000) $7,465 Shares 42,845 Est. Cost $63.64 Unrealized +116.6%
HD HOME DEPOT INC COM 1.5%
Value ($000) $7,199 Shares 28,738 Est. Cost $74.11 Unrealized +169.5%
WMT WALMART INC COM 1.4%
Value ($000) $6,752 Shares 56,372 Est. Cost $28.73 Unrealized +32.5%
LLY LILLY ELI & CO COM 1.4%
Value ($000) $6,748 Shares 41,106 Est. Cost $63.19 Unrealized +127.7%
CSCO CISCO SYS INC COM 1.4%
Value ($000) $6,698 Shares 143,634 Est. Cost $25.25 Unrealized +46.5%
IWF ISHARES TR RUSSELL 1000 GRW - ETF 1.3%
Value ($000) $6,355 Shares 33,108 Est. Cost $111.27 Unrealized
VZ VERIZON COMMUNICATIONS INC COM 1.3%
Value ($000) $6,285 Shares 114,016 Est. Cost $31.63 Unrealized +28.8%
BND VANGUARD BD IND FD ETF 1.3%
Value ($000) $6,243 Shares 70,665 Est. Cost $81.77 Unrealized
MCD MCDONALDS CORP COM 1.2%
Value ($000) $5,933 Shares 32,164 Est. Cost $102.06 Unrealized +57.7%
PEP PEPSICO INC COM 1.2%
Value ($000) $5,889 Shares 44,528 Est. Cost $73.28 Unrealized +51.2%
SUSA ISHARES USA ESG SLCT ETF 1.2%
Value ($000) $5,823 Shares 43,533 Est. Cost $101.86 Unrealized
JPM JPMORGAN CHASE & CO COM 1.2%
Value ($000) $5,808 Shares 61,749 Est. Cost $49.37 Unrealized +65.6%
ABT ABBOTT LABORATORIES COM 1.2%
Value ($000) $5,601 Shares 61,270 Est. Cost $64.80 Unrealized +26.5%
IEFA ISHARES TR CORE MSCI EAFE 1.2%
Value ($000) $5,557 Shares 97,240 Est. Cost $56.40 Unrealized
MRK MERCK & CO. INC COM 1.2%
Value ($000) $5,522 Shares 71,408 Est. Cost $44.61 Unrealized +40.9%
AMGN AMGEN INC COM 1.1%
Value ($000) $5,401 Shares 22,900 Est. Cost $115.94 Unrealized +65.3%
AMZN AMAZON COM INC COM 1.1%
Value ($000) $5,239 Shares 1,899 Est. Cost $49.34 Unrealized +144.8%
WM WASTE MGMT INC DEL COM 1.0%
Value ($000) $4,979 Shares 47,017 Est. Cost $49.69 Unrealized +85.4%
AJG GALLAGHER ARTHUR J & CO COM 1.0%
Value ($000) $4,903 Shares 50,295 Est. Cost $45.91 Unrealized +80.9%
XOM EXXON MOBIL CORP COM 1.0%
Value ($000) $4,889 Shares 109,339 Est. Cost $53.30 Unrealized -34.7%
MA MASTERCARD INCORPORATED CL A 1.0%
Value ($000) $4,888 Shares 16,531 Est. Cost $169.64 Unrealized +61.1%
HON HONEYWELL INTL INC COM 1.0%
Value ($000) $4,830 Shares 33,407 Est. Cost $94.29 Unrealized +25.0%
DUK DUKE ENERGY CORP NEW COM NEW 1.0%
Value ($000) $4,620 Shares 57,843 Est. Cost $55.47 Unrealized +21.9%
KMB KIMBERLY CLARK CORP COM 1.0%
Value ($000) $4,560 Shares 32,264 Est. Cost $78.40 Unrealized +43.8%
BLACKROCK, INC 0.9%
Value ($000) $4,495 Shares 8,262 Est. Cost $6862.50 Unrealized
DHR DANAHER CORP DEL COM 0.9%
Value ($000) $4,478 Shares 25,327 Est. Cost $65.21 Unrealized +114.7%
TJX TJX COS INC NEW COM 0.9%
Value ($000) $4,409 Shares 87,201 Est. Cost $37.85 Unrealized +23.2%
PGX INVESCO EXCHNG TRADED FD TR PFD ETF 0.9%
Value ($000) $4,233 Shares 299,789 Est. Cost $14.57 Unrealized
PEG PUBLIC SVC ENTERPRISE GRP INCOM 0.9%
Value ($000) $4,204 Shares 85,550 Est. Cost $29.22 Unrealized +40.7%
ADBE ADOBE INC COM 0.9%
Value ($000) $4,130 Shares 9,487 Est. Cost $348.05 Unrealized +6.5%
COST COSTCO WHSL CORP NEW COM 0.9%
Value ($000) $4,097 Shares 13,510 Est. Cost $139.05 Unrealized +100.8%
RWJ INVESCO EXCHANGE-TRADED FD TS&P SMALLCAP 600 0.8%
Value ($000) $4,032 Shares 73,592 Est. Cost $60.95 Unrealized
GOOGL ALPHABET INC CAP STK CL A 0.8%
Value ($000) $3,858 Shares 2,721 Est. Cost $43.56 Unrealized +53.6%
IWO ISHARES RUSSELL 2000 GROWTH - ETF 0.8%
Value ($000) $3,664 Shares 17,709 Est. Cost $18740.40 Unrealized
AWK AMERICAN WTR WKS CO INC NEW COM 0.8%
Value ($000) $3,641 Shares 28,303 Est. Cost $99.25 Unrealized +12.8%
UPS UNITED PARCEL SERVICE INC CL B 0.8%
Value ($000) $3,582 Shares 32,219 Est. Cost $84.70 Unrealized -5.9%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.7%
Value ($000) $3,353 Shares 15,615 Est. Cost $85.64 Unrealized +103.9%
TRV TRAVELERS COMPANIES INC COM 0.7%
Value ($000) $3,350 Shares 29,371 Est. Cost $84.81 Unrealized +10.3%
GD GENERAL DYNAMICS CORP COM 0.7%
Value ($000) $3,202 Shares 21,428 Est. Cost $113.89 Unrealized +9.1%
EFAV ISHARES TR MIN VOL EAFE ETF 0.6%
Value ($000) $3,065 Shares 46,404 Est. Cost $69.08 Unrealized
JNJ JOHNSON & JOHNSON COM 0.6%
Value ($000) $2,757 Shares 19,601 Est. Cost $75.11 Unrealized +65.4%
NVDA NVIDIA CORPORATION COM 0.6%
Value ($000) $2,734 Shares 7,195 Est. Cost $0.40 Unrealized +1894.6%
PSA PUBLIC STORAGE 0.6%
Value ($000) $2,662 Shares 13,872 Est. Cost $185.99 Unrealized -18.5%
INTC INTEL CORP COM 0.5%
Value ($000) $2,446 Shares 40,873 Est. Cost $23.65 Unrealized +124.9%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.5%
Value ($000) $2,406 Shares 13,479 Est. Cost $169.57 Unrealized +7.7%
VNQ VANGUARD INDEX FDS REAL ESTATE ETF 0.5%
Value ($000) $2,332 Shares 29,699 Est. Cost $7566.46 Unrealized
SYK STRYKER CORPORATION COM 0.5%
Value ($000) $2,307 Shares 12,806 Est. Cost $87.68 Unrealized +98.1%
IBM INTERNATIONAL BUSINESS MACHSCOM 0.5%
Value ($000) $2,265 Shares 18,757 Est. Cost $110.20 Unrealized -17.1%
ICE INTERCONTINENTAL EXCHANGE INCOM 0.4%
Value ($000) $2,092 Shares 22,840 Est. Cost $64.26 Unrealized +32.5%
PG PROCTER AND GAMBLE CO COM 0.4%
Value ($000) $2,089 Shares 17,474 Est. Cost $73.75 Unrealized +37.7%
SBUX STARBUCKS CORP COM 0.4%
Value ($000) $1,963 Shares 26,678 Est. Cost $47.94 Unrealized +38.3%
ESGE ISHARES INC ESG MSCI EM ETF 0.4%
Value ($000) $1,893 Shares 59,042 Est. Cost $46.00 Unrealized
VOOG VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 0.4%
Value ($000) $1,776 Shares 9,504 Est. Cost $114.23 Unrealized
NBTB NBT BANCORP INC COM 0.3%
Value ($000) $1,640 Shares 53,320 Est. Cost $21.02 Unrealized +48.1%
EFA ISHARES MSCI EAFE ETF 0.3%
Value ($000) $1,454 Shares 23,887 Est. Cost $2365.95 Unrealized
ISRG INTUITIVE SURGICAL INC COM NEW 0.3%
Value ($000) $1,446 Shares 2,538 Est. Cost $177.92 Unrealized +0.8%
TMO THERMO FISHER SCIENTIFIC INCCOM 0.3%
Value ($000) $1,418 Shares 3,916 Est. Cost $88.28 Unrealized +274.2%
SPY S & P DEP RECEIPTS - ETF 0.3%
Value ($000) $1,237 Shares 4,012 Est. Cost $306.77 Unrealized
LOW LOWES COS INC COM 0.3%
Value ($000) $1,216 Shares 9,002 Est. Cost $36.12 Unrealized +186.0%
EEM ISHARES MSCI EMERGING MARKETS - ETF 0.2%
Value ($000) $1,066 Shares 26,670 Est. Cost $7757.63 Unrealized
ADP AUTOMATIC DATA PROCESSING 0.2%
Value ($000) $1,049 Shares 7,045 Est. Cost $58.52 Unrealized +117.0%
ABBV ABBVIE INC COM 0.2%
Value ($000) $1,025 Shares 10,438 Est. Cost $57.83 Unrealized +21.9%
IJR ISHARES CORE S&P SCP ETF 0.2%
Value ($000) $1,003 Shares 14,682 Est. Cost $5809.54 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.2%
Value ($000) $988 Shares 699 Est. Cost $38.61 Unrealized +73.5%
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $890 Shares 3,018 Est. Cost $102.18 Unrealized +155.5%
ECL ECOLAB INC COM 0.2%
Value ($000) $839 Shares 4,218 Est. Cost $108.20 Unrealized +68.4%
DVY ISHARES DOW JONES SELECT DIVINDEX FD - ETF 0.2%
Value ($000) $807 Shares 10,000 Est. Cost $95.10 Unrealized
ISHARES IBOXX USD INV GRADE CORPORATE BOND - E 0.2%
Value ($000) $803 Shares 5,972 Est. Cost $123.88 Unrealized
AVGO BROADCOM INC COM 0.2%
Value ($000) $783 Shares 2,480 Est. Cost $19.91 Unrealized +23.2%
PFE PFIZER INC COM 0.2%
Value ($000) $774 Shares 23,665 Est. Cost $20.24 Unrealized +28.4%
CME CME GROUP INC COM 0.2%
Value ($000) $766 Shares 4,713 Est. Cost $40.75 Unrealized +254.2%
BMY BRISTOL MYERS SQUIBB CO COM 0.2%
Value ($000) $765 Shares 13,007 Est. Cost $43.15 Unrealized +11.1%
SHY ISHARES 1-3 YEAR TREASURY BOND - ETF 0.2%
Value ($000) $718 Shares 8,285 Est. Cost $84.31 Unrealized
EMR EMERSON ELEC CO COM 0.1%
Value ($000) $714 Shares 11,506 Est. Cost $50.86 Unrealized -1.1%
CVX CHEVRON CORP NEW COM 0.1%
Value ($000) $694 Shares 7,783 Est. Cost $77.01 Unrealized -9.3%
IWR ISHS RUSSELL MIDCAP INDX ETF 0.1%
Value ($000) $679 Shares 12,679 Est. Cost $81.38 Unrealized
IWN ISHARES RUSSELL 2000 VALUE - ETF 0.1%
Value ($000) $678 Shares 6,955 Est. Cost $86.27 Unrealized
VO VANGUARD MID CAP ETF 0.1%
Value ($000) $670 Shares 4,085 Est. Cost $137.98 Unrealized
GSLC GOLDMAN SACHS ETF TR EQUITY ETF 0.1%
Value ($000) $644 Shares 10,280 Est. Cost $50.25 Unrealized
BKLN INVESCO EXCHNG TRADED FD TR SR LN ETF 0.1%
Value ($000) $639 Shares 29,925 Est. Cost $22.88 Unrealized
NKE NIKE INC CL B 0.1%
Value ($000) $616 Shares 6,283 Est. Cost $41.87 Unrealized +104.1%
MAR MARRIOTT INTL INC NEW CLA 0.1%
Value ($000) $609 Shares 7,103 Est. Cost $61.50 Unrealized +36.2%
V VISA INC COM CL A 0.1%
Value ($000) $603 Shares 3,125 Est. Cost $107.37 Unrealized +63.5%
TXN TEXAS INSTRS INC COM 0.1%
Value ($000) $598 Shares 4,708 Est. Cost $36.41 Unrealized +173.4%
T AT&T INC COM 0.1%
Value ($000) $539 Shares 17,847 Est. Cost $14.52 Unrealized +6.7%
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 0.1%
Value ($000) $535 Shares 2 Est. Cost $249746.27 Unrealized +9.7%
MMM 3M CO COM 0.1%
Value ($000) $524 Shares 3,362 Est. Cost $84.41 Unrealized +21.3%
SWK STANLEY BLACK & DECKER INC COM 0.1%
Value ($000) $523 Shares 3,753 Est. Cost $116.62 Unrealized -13.3%
DIS DISNEY WALT CO COM DISNEY 0.1%
Value ($000) $507 Shares 4,548 Est. Cost $83.67 Unrealized +28.9%
ORCL ORACLE CORP COM 0.1%
Value ($000) $498 Shares 9,016 Est. Cost $27.93 Unrealized +75.4%
VB VANGUARD SMALL CAP ETF 0.1%
Value ($000) $486 Shares 3,335 Est. Cost $142.31 Unrealized
MCHP MICROCHIP TECHNOLOGY INC COM 0.1%
Value ($000) $483 Shares 4,589 Est. Cost $14.37 Unrealized +180.8%
KO COCA COLA CO COM 0.1%
Value ($000) $474 Shares 10,600 Est. Cost $36.19 Unrealized +7.0%
IJS ISHARES SP SMCP600VL ETF 0.1%
Value ($000) $455 Shares 3,776 Est. Cost $49027.68 Unrealized
MDT MEDTRONIC PLC SHS 0.1%
Value ($000) $410 Shares 4,473 Est. Cost $60.25 Unrealized +35.8%
CMCSA COMCAST CORP NEW CL A 0.1%
Value ($000) $409 Shares 10,491 Est. Cost $33.34 Unrealized -1.7%
META FACEBOOK 0.1%
Value ($000) $383 Shares 1,685 Est. Cost $89.81 Unrealized +130.9%
HEDJ WISDOMTREE TR EUROPE HEDGED EQ 0.1%
Value ($000) $380 Shares 6,257 Est. Cost $64.94 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP COM 0.1%
Value ($000) $374 Shares 6,074 Est. Cost $54.61 Unrealized 0.0%
CTSH COGNIZANT TECHNOLOGY SOL 0.1%
Value ($000) $370 Shares 6,509 Est. Cost $41.73 Unrealized +18.2%
BKNG BOOKING HOLDINGS INC COM 0.1%
Value ($000) $365 Shares 229 Est. Cost $1874.21 Unrealized -20.1%
D DOMINION ENERGY INC COM 0.1%
Value ($000) $359 Shares 4,417 Est. Cost $50.01 Unrealized +25.3%
IVW ISHARES S&P 500 GRWT ETF 0.1%
Value ($000) $358 Shares 1,724 Est. Cost $136.28 Unrealized
CB CHUBB LIMITED COM 0.1%
Value ($000) $354 Shares 2,797 Est. Cost $98.22 Unrealized +8.1%
CHD CHURCH & DWIGHT CO INC. 0.1%
Value ($000) $348 Shares 4,500 Est. Cost $44.65 Unrealized +52.5%
TGT TARGET CORP COM 0.1%
Value ($000) $336 Shares 2,800 Est. Cost $96.43 Unrealized +1.8%
NOC NORTHROP GRUMMAN CORP COM 0.1%
Value ($000) $335 Shares 1,091 Est. Cost $172.93 Unrealized +72.6%
CL COLGATE PALMOLIVE CO COM 0.1%
Value ($000) $330 Shares 4,500 Est. Cost $57.95 Unrealized +7.6%
LMT LOCKHEED MARTIN CORP COM 0.1%
Value ($000) $328 Shares 899 Est. Cost $125.80 Unrealized +157.3%
AXP AMERICAN EXPRESS CO COM 0.1%
Value ($000) $327 Shares 3,433 Est. Cost $78.08 Unrealized +9.6%
CRM SALESFORCE COM INC 0.1%
Value ($000) $314 Shares 1,677 Est. Cost $63.43 Unrealized +162.5%
BAX BAXTER INTL INC COM 0.1%
Value ($000) $313 Shares 3,632 Est. Cost $32.54 Unrealized +138.6%
ISHARES IBOXX USD HIGH YIELDCORPORATE BOND - E 0.1%
Value ($000) $304 Shares 3,725 Est. Cost $77.05 Unrealized
PM PHILIP MORRIS INTL INC COM 0.1%
Value ($000) $303 Shares 4,330 Est. Cost $63.20 Unrealized -13.3%
PAYX PAYCHEX INC COM 0.1%
Value ($000) $299 Shares 3,953 Est. Cost $65.66 Unrealized -10.2%
SPLV INVESCO EXCHNG TRADED FD TR S&P500 LOW VOL 0.1%
Value ($000) $296 Shares 5,952 Est. Cost $47.36 Unrealized
PSK SPDR SERIES TRUST WELLS FG PFD ETF 0.1%
Value ($000) $293 Shares 6,996 Est. Cost $44.49 Unrealized
NVS NOVARTIS AG SPNSRD ADR 0.1%
Value ($000) $287 Shares 3,285 Est. Cost $84.34 Unrealized
SPYD SPDR SER TR PRTFLO S&P500 HI 0.1%
Value ($000) $284 Shares 10,200 Est. Cost $38.09 Unrealized
SCHW SCHWAB CHARLES CORP NEW COM 0.1%
Value ($000) $282 Shares 8,375 Est. Cost $37.14 Unrealized -10.7%
TE CONNECTIVITY LTD REG SHS 0.1%
Value ($000) $276 Shares 3,380 Est. Cost $73.00 Unrealized
USB US BANCORP DEL COM NEW 0.1%
Value ($000) $275 Shares 7,459 Est. Cost $30.57 Unrealized -8.9%
BA BOEING CO COM 0.1%
Value ($000) $273 Shares 1,490 Est. Cost $209.55 Unrealized -26.6%
CWB SPDR SER TR BLMBRG BRC CNVRT 0.1%
Value ($000) $272 Shares 4,500 Est. Cost $55.56 Unrealized
WFC WELLS FARGO CO NEW COM 0.1%
Value ($000) $272 Shares 10,647 Est. Cost $42.11 Unrealized -43.1%
IVV ISHARES S&P 500 INDX FD-ETF 0.1%
Value ($000) $267 Shares 863 Est. Cost $220.49 Unrealized
VGK VANGUARD INTL EQUITY INDEX FFTSE EUROPE ETF 0.1%
Value ($000) $264 Shares 5,251 Est. Cost $55.16 Unrealized
GLW CORNING INC COM 0.1%
Value ($000) $263 Shares 10,174 Est. Cost $21.39 Unrealized -9.3%
HSY HERSHEY CO COM 0.1%
Value ($000) $259 Shares 1,999 Est. Cost $123.25 Unrealized -4.5%
GWW GRAINGER W W INC COM 0.1%
Value ($000) $255 Shares 812 Est. Cost $202.10 Unrealized +33.9%
NEE NEXTERA ENERGY INC COM 0.1%
Value ($000) $240 Shares 1,000 Est. Cost $50.17 Unrealized +3.6%
SPDR SER TR SHORT TERM HIYLDBD BLOOMBERG SRT T 0.0%
Value ($000) $227 Shares 9,000 Est. Cost $23.56 Unrealized
SCHE SCHWAB STRATEGIC TR EMRG MKTEQ ETF 0.0%
Value ($000) $226 Shares 9,293 Est. Cost $21.87 Unrealized
CHE CHEMED CORP INC 0.0%
Value ($000) $225 Shares 500 Est. Cost $94.22 Unrealized +365.2%
AMP AMERIPRISE FINL INC COM 0.0%
Value ($000) $224 Shares 1,490 Est. Cost $102.81 Unrealized +13.6%
VTIP VANGUARD M SHORT TERM INFT PROTECTED E 0.0%
Value ($000) $223 Shares 4,445 Est. Cost $48.39 Unrealized
PNC PNC FINL SVCS GROUP INC COM 0.0%
Value ($000) $210 Shares 1,999 Est. Cost $52.03 Unrealized +65.2%
QQQ INVESCO QQQ TR UNIT SER 1 0.0%
Value ($000) $207 Shares 837 Est. Cost $183.63 Unrealized
GENERAL ELECTRIC CO COM 0.0%
Value ($000) $206 Shares 30,196 Est. Cost $20.69 Unrealized
UNP UNION PAC CORP COM 0.0%
Value ($000) $202 Shares 1,194 Est. Cost $91.46 Unrealized +54.7%
CAT CATERPILLAR INC DEL COM 0.0%
Value ($000) $193 Shares 1,530 Est. Cost $80.23 Unrealized +32.4%
FTV FORTIVE CORP COM 0.0%
Value ($000) $192 Shares 2,834 Est. Cost $30.87 Unrealized +23.4%
TSN TYSON FOODS INC CL A 0.0%
Value ($000) $190 Shares 3,180 Est. Cost $21.25 Unrealized +140.9%
ES EVERSOURCE ENERGY COM 0.0%
Value ($000) $167 Shares 2,005 Est. Cost $67.21 Unrealized 0.0%
IWM ISHARES RUSSELL 2000 -ETF 0.0%
Value ($000) $158 Shares 1,102 Est. Cost $134.48 Unrealized
SO SOUTHERN COMPANY 0.0%
Value ($000) $157 Shares 3,020 Est. Cost $47.31 Unrealized -5.4%
HESS CORP COM 0.0%
Value ($000) $155 Shares 2,995 Est. Cost $54.71 Unrealized
MRSH MARSH & MCLENNAN COS INC COM 0.0%
Value ($000) $154 Shares 1,435 Est. Cost $72.20 Unrealized +28.8%
WTRG ESSENTIAL UTILS INC COM 0.0%
Value ($000) $153 Shares 3,625 Est. Cost $47.18 Unrealized -10.5%
LHX L3HARRIS TECHNOLOGIES INC COM 0.0%
Value ($000) $146 Shares 861 Est. Cost $180.55 Unrealized -7.1%
DLR DIGITAL RLTY 0.0%
Value ($000) $146 Shares 1,030 Est. Cost $74.72 Unrealized +55.7%
BX BLACKSTONE GROUP INC COM CL A 0.0%
Value ($000) $142 Shares 2,500 Est. Cost $42.09 Unrealized +3.3%
NUVEEN NY MUNI 0.0%
Value ($000) $142 Shares 10,505 Est. Cost $13.42 Unrealized
MDLZ MONDELEZ INTERNATIONAL INC 0.0%
Value ($000) $137 Shares 2,694 Est. Cost $42.95 Unrealized +3.7%
CVS CVS HEALTH CORP COM 0.0%
Value ($000) $135 Shares 2,080 Est. Cost $57.76 Unrealized -8.9%
GS GOLDMAN SACHS GROUP INC COM 0.0%
Value ($000) $134 Shares 680 Est. Cost $187.49 Unrealized -12.4%
ROYAL DUTCH SHELL PLC SPONSD ADR A 0.0%
Value ($000) $129 Shares 3,957 Est. Cost $63.14 Unrealized
MKC MCCORMICK & CO INC COM NON VTG 0.0%
Value ($000) $126 Shares 700 Est. Cost $45.32 Unrealized +62.2%
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $126 Shares 2,993 Est. Cost $37.08 Unrealized -11.2%
ANGL VANECK VECTORS ETF TR FALLEN ANGEL HG 0.0%
Value ($000) $123 Shares 4,285 Est. Cost $29.25 Unrealized
MET METLIFE INC COM 0.0%
Value ($000) $117 Shares 3,215 Est. Cost $33.34 Unrealized -13.1%
XLY SELECT SPECTOR SPDR ETF 0.0%
Value ($000) $112 Shares 877 Est. Cost $111.68 Unrealized
STZ CONSTELLATION BRANDS INC 0.0%
Value ($000) $111 Shares 637 Est. Cost $121.49 Unrealized +25.0%
JNK SPDR SER TR BLOOMBERG BRCLYS 0.0%
Value ($000) $109 Shares 1,079 Est. Cost $108.16 Unrealized
MO ALTRIA GROUP INC COM 0.0%
Value ($000) $108 Shares 2,744 Est. Cost $25.66 Unrealized -2.7%
VHT VANGUARD HEALTH CARE ETF 0.0%
Value ($000) $106 Shares 548 Est. Cost $189.73 Unrealized
IWV ISHARES TRUST - ETF 0.0%
Value ($000) $103 Shares 570 Est. Cost $180.70 Unrealized
UGI UGI CORP NEW COM 0.0%
Value ($000) $99 Shares 3,100 Est. Cost $45.81 Unrealized -33.8%
IJK ISHARES MIDCAP 400 ETF GROWTH 0.0%
Value ($000) $99 Shares 441 Est. Cost $195.83 Unrealized
CLX CLOROX CO DEL COM 0.0%
Value ($000) $99 Shares 450 Est. Cost $95.57 Unrealized +76.6%
AMT AMERICAN TOWER REIT 0.0%
Value ($000) $98 Shares 380 Est. Cost $114.51 Unrealized +83.9%
CAH CARDINAL HEALTH INC COM 0.0%
Value ($000) $98 Shares 1,880 Est. Cost $35.53 Unrealized +24.9%
C CITIGROUP INC COM NEW 0.0%
Value ($000) $98 Shares 1,921 Est. Cost $56.98 Unrealized -32.1%
A AGILENT TECHNOLOGIES INC COM 0.0%
Value ($000) $97 Shares 1,100 Est. Cost $77.15 Unrealized +2.3%
IVE ISHARES S & P 500 VALUE INDEX FUND - ETF 0.0%
Value ($000) $94 Shares 871 Est. Cost $100.00 Unrealized
MCK MCKESSON CORP COM 0.0%
Value ($000) $93 Shares 605 Est. Cost $115.91 Unrealized +20.1%
CSGP COSTAR GROUP INC COM 0.0%
Value ($000) $92 Shares 129 Est. Cost $17.61 Unrealized +267.0%
STT STATE STR CORP COM 0.0%
Value ($000) $90 Shares 1,422 Est. Cost $45.47 Unrealized +10.5%
DIA SPDR DOW JONES INDL AVG- ETF 0.0%
Value ($000) $90 Shares 349 Est. Cost $246.42 Unrealized
AZO AUTOZONE INC COM 0.0%
Value ($000) $90 Shares 80 Est. Cost $538.18 Unrealized +95.8%
KELLOGG CO COM 0.0%
Value ($000) $89 Shares 1,348 Est. Cost $48.35 Unrealized +2.3%
XLP SELECT SECTOR SPDR TR SBI CONS STPLS 0.0%
Value ($000) $88 Shares 1,500 Est. Cost $62.67 Unrealized
NFLX NETFLIX INC 0.0%
Value ($000) $88 Shares 193 Est. Cost $33.52 Unrealized +27.0%
XRAY DENTSPLY SIRONA INC COM 0.0%
Value ($000) $84 Shares 1,900 Est. Cost $41.64 Unrealized +1.6%
DGX QUEST DIAGNOSTICS INC COM 0.0%
Value ($000) $80 Shares 700 Est. Cost $57.14 Unrealized +66.6%
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $80 Shares 1,038 Est. Cost $52.51 Unrealized +17.1%
GLAXO HOLDINGS PLC SPONSORED ADR 0.0%
Value ($000) $78 Shares 1,900 Est. Cost $44.36 Unrealized
TYL TYLER TECHNOLOGIES INC COM 0.0%
Value ($000) $76 Shares 220 Est. Cost $191.46 Unrealized +75.3%
SIGI SELECTIVE INS GRP INC C/C 0.0%
Value ($000) $76 Shares 1,438 Est. Cost $19.16 Unrealized +141.5%
CI CIGNA CORP NEW COM 0.0%
Value ($000) $73 Shares 389 Est. Cost $167.70 Unrealized +3.5%
BAC BANK OF AMERICA CORPORATION COM 0.0%
Value ($000) $72 Shares 3,022 Est. Cost $26.96 Unrealized -23.7%
VEEV VEEVA SYS INC CL A COM 0.0%
Value ($000) $71 Shares 301 Est. Cost $38.78 Unrealized +411.4%
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $69 Shares 1,299 Est. Cost $25.52 Unrealized -31.6%
KRE SPDR SER TR S&P REGL BKG 0.0%
Value ($000) $69 Shares 1,800 Est. Cost $58.10 Unrealized
FDX FEDEX CORP 0.0%
Value ($000) $68 Shares 482 Est. Cost $138.47 Unrealized -18.3%
TDOC TELADOC HEALTH INC COM 0.0%
Value ($000) $68 Shares 354 Est. Cost $61.05 Unrealized +187.0%
TSM TAIWAN SEMICONDUCTOR ADR 0.0%
Value ($000) $68 Shares 1,200 Est. Cost $47.50 Unrealized
F FORD MOTOR CO 0.0%
Value ($000) $68 Shares 11,145 Est. Cost $7.49 Unrealized -43.9%
DEO DIAGEO PLC SPN ADR NEW 0.0%
Value ($000) $67 Shares 500 Est. Cost $168.42 Unrealized
PAYC PAYCOM SOFTWARE INC COM 0.0%
Value ($000) $67 Shares 215 Est. Cost $105.70 Unrealized +146.8%
DTD WISDOMTREE TR US TOTAL DIVIDND 0.0%
Value ($000) $66 Shares 737 Est. Cost $88.03 Unrealized
WST WEST PHARMACEUTICAL SVSC INCCOM 0.0%
Value ($000) $65 Shares 288 Est. Cost $91.86 Unrealized +111.0%
GLOB GLOBANT S A COM 0.0%
Value ($000) $65 Shares 436 Est. Cost $49.01 Unrealized +152.0%
AIG AMERICAN INTL GROUP INC COM NEW 0.0%
Value ($000) $63 Shares 2,011 Est. Cost $45.11 Unrealized -46.0%
AFL AFLAC INC COM 0.0%
Value ($000) $60 Shares 1,667 Est. Cost $30.45 Unrealized +3.7%
EVRG EVERGY INC COM 0.0%
Value ($000) $59 Shares 1,000 Est. Cost $40.03 Unrealized +18.2%
HEI HEICO CORP NEW COM 0.0%
Value ($000) $59 Shares 592 Est. Cost $47.52 Unrealized +94.3%
VRSK VERISK ANALYTICS INC COM 0.0%
Value ($000) $59 Shares 345 Est. Cost $65.97 Unrealized +131.0%
ANSYS INC 0.0%
Value ($000) $58 Shares 200 Est. Cost $76.15 Unrealized
FAST FASTENAL 0.0%
Value ($000) $57 Shares 1,334 Est. Cost $11.16 Unrealized +48.7%
UHS UNIVERSAL HEALTH SERVICES B 0.0%
Value ($000) $55 Shares 588 Est. Cost $97.41 Unrealized 0.0%
FULT FULTON FINL CORP PA COM 0.0%
Value ($000) $54 Shares 5,152 Est. Cost $13.02 Unrealized -34.8%
XLV SECTOR SPDR TR FD HLTH - ETF 0.0%
Value ($000) $54 Shares 538 Est. Cost $96.32 Unrealized
IHS MARKIT LTD SHS 0.0%
Value ($000) $54 Shares 716 Est. Cost $37.51 Unrealized
FISV FISERV INC COM 0.0%
Value ($000) $54 Shares 553 Est. Cost $51.36 Unrealized +96.0%
DISCOVER FINL SVCS COM 0.0%
Value ($000) $53 Shares 1,055 Est. Cost $66.56 Unrealized
RITCHIE BROS INC 0.0%
Value ($000) $50 Shares 1,226 Est. Cost $24.31 Unrealized
HAE HAEMONETICS CORP MASS 0.0%
Value ($000) $50 Shares 560 Est. Cost $101.01 Unrealized 0.0%
ADI ANALOG DEVICES INC COM 0.0%
Value ($000) $50 Shares 408 Est. Cost $68.87 Unrealized +44.3%
BP BP AMOCO PLC SPONSORED ADR 0.0%
Value ($000) $49 Shares 2,100 Est. Cost $37.72 Unrealized
VFC V F CORP 0.0%
Value ($000) $49 Shares 800 Est. Cost $71.62 Unrealized -18.7%
ROL ROLLINS INC COM 0.0%
Value ($000) $49 Shares 1,147 Est. Cost $22.98 Unrealized +8.8%
DOW DOW INC COM 0.0%
Value ($000) $49 Shares 1,214 Est. Cost $34.09 Unrealized -21.2%
PRLB PROTO LABS INC 0.0%
Value ($000) $49 Shares 435 Est. Cost $62.19 Unrealized +65.0%
XLF SELECT SPDR FINANCE ETF 0.0%
Value ($000) $49 Shares 2,106 Est. Cost $26.07 Unrealized
IWD ISHARES RUSSELL 1000 VALUE INDEX FUND ETF 0.0%
Value ($000) $48 Shares 428 Est. Cost $126.17 Unrealized
BL BLACKLINE INC COM 0.0%
Value ($000) $47 Shares 561 Est. Cost $49.76 Unrealized +34.2%
OTIS OTIS WORLDWIDE CORP COM 0.0%
Value ($000) $46 Shares 807 Est. Cost $47.48 Unrealized 0.0%
IP INTERNATIONAL PAPER CO COM 0.0%
Value ($000) $46 Shares 1,300 Est. Cost $31.89 Unrealized -22.2%
AMEDISYS INC 0.0%
Value ($000) $45 Shares 229 Est. Cost $122.11 Unrealized
MBB ISHARES MBS ETF 0.0%
Value ($000) $43 Shares 390 Est. Cost $110.26 Unrealized
XLI SECTOR SPDRTR SCTR TR ETF 0.0%
Value ($000) $43 Shares 622 Est. Cost $72.16 Unrealized
PSX PHILLIPS 66 COM 0.0%
Value ($000) $43 Shares 600 Est. Cost $56.92 Unrealized -1.2%
OGE OGE ENERGY CORP COM 0.0%
Value ($000) $43 Shares 1,400 Est. Cost $31.01 Unrealized -0.3%
SDY SPDR S & P DIVIDEND - ETF 0.0%
Value ($000) $42 Shares 456 Est. Cost $89.61 Unrealized
EIX EDISON INTL COM 0.0%
Value ($000) $42 Shares 765 Est. Cost $32.46 Unrealized +37.3%
JOHN HANCOCK EXCHANGE TRADEDMULTIFACTOR HE 0.0%
Value ($000) $42 Shares 1,117 Est. Cost $30.78 Unrealized
XLU SECTOR SPDR TRUST - ETF 0.0%
Value ($000) $41 Shares 734 Est. Cost $58.92 Unrealized
VBR VANGUARD SMALL CAP VAL ETF 0.0%
Value ($000) $41 Shares 387 Est. Cost $91.99 Unrealized
HIG HARTFORD FINL SVCS GROUP INCCOM 0.0%
Value ($000) $40 Shares 1,028 Est. Cost $31.94 Unrealized +5.4%
IDXX IDEXX LABS INC COM 0.0%
Value ($000) $40 Shares 121 Est. Cost $260.97 Unrealized +10.9%
GIS GENERAL MLS INC COM 0.0%
Value ($000) $40 Shares 644 Est. Cost $35.37 Unrealized +41.1%
NOW SERVICENOW INC COM 0.0%
Value ($000) $40 Shares 99 Est. Cost $52.68 Unrealized +34.0%
CHINA MOBILE LIMITED SPONSORED ADR 0.0%
Value ($000) $40 Shares 1,200 Est. Cost $42.50 Unrealized
CARR CARRIER GLOBAL CORPORATION COM 0.0%
Value ($000) $39 Shares 1,755 Est. Cost $17.13 Unrealized 0.0%
EPP ISHARES MSCI PACIFIC EX JAPAN - ETF 0.0%
Value ($000) $39 Shares 975 Est. Cost $43.08 Unrealized
ACM AECOM COM 0.0%
Value ($000) $38 Shares 1,000 Est. Cost $31.68 Unrealized +8.7%
PPL PPL CORP 0.0%
Value ($000) $38 Shares 1,483 Est. Cost $24.51 Unrealized -15.8%
ITW ILLINOIS TOOL WKS INC COM 0.0%
Value ($000) $36 Shares 206 Est. Cost $80.25 Unrealized +78.1%
VIG VANGUARD DIV APPREC ETF 0.0%
Value ($000) $35 Shares 300 Est. Cost $116.67 Unrealized
PFG PRINCIPAL FINANCIAL GROUP INC 0.0%
Value ($000) $35 Shares 835 Est. Cost $38.39 Unrealized -23.2%
XAR SPDR SER TR AEROSPACE DEF 0.0%
Value ($000) $34 Shares 385 Est. Cost $90.91 Unrealized
NATIONAL INSTRUMENTS CORP 0.0%
Value ($000) $31 Shares 791 Est. Cost $30.23 Unrealized
SCHD SCHWAB STRATEGIC TR US DIVIDEND EQ 0.0%
Value ($000) $31 Shares 600 Est. Cost $51.67 Unrealized
AZTA BROOK AUTOMATION INC 0.0%
Value ($000) $30 Shares 675 Est. Cost $9.63 Unrealized +293.8%
MTB M&T BANK CORPORATION 0.0%
Value ($000) $30 Shares 290 Est. Cost $141.53 Unrealized -38.0%
HCA HCA HOLDINGS INC 0.0%
Value ($000) $30 Shares 308 Est. Cost $94.49 Unrealized +5.1%
CDK GLOBAL INC COM 0.0%
Value ($000) $29 Shares 711 Est. Cost $41.04 Unrealized
ZBH ZIMMER BIOMET HOLDINGS INC COM 0.0%
Value ($000) $29 Shares 245 Est. Cost $91.42 Unrealized +20.3%
VIACOMCBS INC CL B 0.0%
Value ($000) $28 Shares 1,200 Est. Cost $41.88 Unrealized
LNN LINDSAY CORP 0.0%
Value ($000) $28 Shares 300 Est. Cost $67.86 Unrealized +27.1%
GWRE GUIDEWIRE SOFTWARE INC COM 0.0%
Value ($000) $28 Shares 257 Est. Cost $87.19 Unrealized +10.2%
VBK VANGUARD SMALL CAP GRWTH ETF 0.0%
Value ($000) $28 Shares 139 Est. Cost $137.54 Unrealized
WPC W P CAREY INC 0.0%
Value ($000) $27 Shares 405 Est. Cost $66.67 Unrealized
MDU MDU RES GROUP INC COM 0.0%
Value ($000) $27 Shares 1,200 Est. Cost $7.09 Unrealized -0.9%
SRPT SAREPTA THERAPEUTICS INC COM 0.0%
Value ($000) $26 Shares 162 Est. Cost $114.31 Unrealized +19.1%
BCE BCE INC COM NEW 0.0%
Value ($000) $25 Shares 600 Est. Cost $24.67 Unrealized +13.9%
GNTX GENTEX CORP 0.0%
Value ($000) $25 Shares 986 Est. Cost $27.77 Unrealized -9.8%
PPG PPG INDS INC COM 0.0%
Value ($000) $25 Shares 235 Est. Cost $101.74 Unrealized -15.1%
VOD VODAFONE GROUP PLC NEW SPONSORED ADR 0.0%
Value ($000) $24 Shares 1,500 Est. Cost $19.40 Unrealized
FIVE FIVE BELOW INC COM 0.0%
Value ($000) $24 Shares 224 Est. Cost $101.76 Unrealized -7.9%
LINDE PLC SHS 0.0%
Value ($000) $24 Shares 113 Est. Cost $152.87 Unrealized
FE FIRSTENERGY CORP COM 0.0%
Value ($000) $23 Shares 591 Est. Cost $34.95 Unrealized -6.7%
SLV ISHARES SILVER TRUST - ETF 0.0%
Value ($000) $23 Shares 1,376 Est. Cost $14.57 Unrealized
SLYV SPDR SER TR S&P 600 SMCP VAL 0.0%
Value ($000) $23 Shares 473 Est. Cost $76.55 Unrealized
BTI BRITISH AMERICAN TOBACCO 0.0%
Value ($000) $22 Shares 577 Est. Cost $41.59 Unrealized
EXC EXELON CORP COM 0.0%
Value ($000) $22 Shares 594 Est. Cost $18.73 Unrealized +15.9%
NEOG NEOGEN CORP 0.0%
Value ($000) $21 Shares 267 Est. Cost $19.05 Unrealized +77.5%
KEY KEYCORP NEW COM 0.0%
Value ($000) $20 Shares 1,670 Est. Cost $11.93 Unrealized -26.1%
DELL DELL TECHNOLOGIES INC CL C 0.0%
Value ($000) $19 Shares 353 Est. Cost $25.89 Unrealized -20.4%
HCSG HEALTHCARE SVCS GROUP INC COM 0.0%
Value ($000) $18 Shares 742 Est. Cost $25.71 Unrealized -7.9%
CAG CONAGRA BRANDS INC COM 0.0%
Value ($000) $18 Shares 513 Est. Cost $19.17 Unrealized +36.7%
CTVA CORTEVA INC COM 0.0%
Value ($000) $18 Shares 686 Est. Cost $24.93 Unrealized -2.3%
ETN EATON CORP PLC SHS 0.0%
Value ($000) $17 Shares 196 Est. Cost $64.82 Unrealized +15.3%
AZN ASTRAZENECA PLC SPONSORED ADR 0.0%
Value ($000) $17 Shares 324 Est. Cost $12763.09 Unrealized
PLURALSIGHT INC COM CL A 0.0%
Value ($000) $16 Shares 885 Est. Cost $10.93 Unrealized
AOS SMITH A O CORP COM 0.0%
Value ($000) $16 Shares 332 Est. Cost $38.29 Unrealized +3.1%
XLK TECHNOLGOY SEL SEC SPDR ETF 0.0%
Value ($000) $16 Shares 150 Est. Cost $93.33 Unrealized
BK BANK NEW YORK MELLON CORP COM 0.0%
Value ($000) $15 Shares 377 Est. Cost $42.65 Unrealized -27.1%
RDIV INVESCO EXCHANGE-TRADED FD TS&P ULTRA DIVIDE 0.0%
Value ($000) $15 Shares 561 Est. Cost $37.84 Unrealized
FFBC FIRST FINL BANCORP OHIO 0.0%
Value ($000) $15 Shares 1,111 Est. Cost $10.27 Unrealized +5.7%
DRI DARDEN RESTAURANTS INC COM 0.0%
Value ($000) $15 Shares 204 Est. Cost $35.06 Unrealized +72.3%
VRTX VERTEX PHARMACEUTICALS 0.0%
Value ($000) $15 Shares 50 Est. Cost $202.38 Unrealized +34.0%
2U INC COM 0.0%
Value ($000) $14 Shares 380 Est. Cost $21.61 Unrealized
SLB SCHLUMBERGER LTD COM 0.0%
Value ($000) $14 Shares 773 Est. Cost $57.95 Unrealized -73.3%
ALC ALCON AG ORD SHS 0.0%
Value ($000) $13 Shares 220 Est. Cost $57.45 Unrealized -2.8%
MPC MARATHON PETE CORP COM 0.0%
Value ($000) $13 Shares 343 Est. Cost $30.50 Unrealized -10.9%
WALGREENS BTS ALL 0.0%
Value ($000) $13 Shares 312 Est. Cost $82.85 Unrealized
ELV ANTHEM INC COM 0.0%
Value ($000) $13 Shares 50 Est. Cost $253.23 Unrealized -2.4%
ADM ARCHER DANIELS MIDLAND CO COM 0.0%
Value ($000) $12 Shares 290 Est. Cost $32.49 Unrealized -1.8%
AKR ACADIA RLTY TR 0.0%
Value ($000) $12 Shares 939 Est. Cost $27.69 Unrealized
VGT VANGUARD WORLD FDS INF TECH ETF 0.0%
Value ($000) $12 Shares 43 Est. Cost $194.81 Unrealized
SJM SMUCKER JM CO COM NEW 0.0%
Value ($000) $11 Shares 100 Est. Cost $86.62 Unrealized +7.9%
AON AON PLC SHS CL A 0.0%
Value ($000) $11 Shares 56 Est. Cost $178.56 Unrealized 0.0%
CHRW C H ROBINSON WORLWIDE INC 0.0%
Value ($000) $10 Shares 125 Est. Cost $76.47 Unrealized -13.6%
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $10 Shares 333 Est. Cost $49.59 Unrealized -53.5%
LNG CHENIERE ENERGY INC COM NEW 0.0%
Value ($000) $10 Shares 200 Est. Cost $43.68 Unrealized 0.0%
NUVEEN MUN VALUE FD INC COM 0.0%
Value ($000) $10 Shares 1,000 Est. Cost $10.00 Unrealized
FIS FIDELITY NATL INFORMATION SVCS INC COM 0.0%
Value ($000) $10 Shares 75 Est. Cost $118.59 Unrealized -1.6%
VTV VANGUARD INDEX FDS VALUE ETF 0.0%
Value ($000) $10 Shares 100 Est. Cost $94.01 Unrealized
SWX SOUTHWEST GAS CORP COM 0.0%
Value ($000) $10 Shares 139 Est. Cost $81.18 Unrealized -10.4%
TFC TRUIST FINL CORP COM 0.0%
Value ($000) $9 Shares 233 Est. Cost $40.89 Unrealized -32.2%
FCX FREEPORT-MCMORAN INC CL B 0.0%
Value ($000) $9 Shares 800 Est. Cost $10.12 Unrealized -15.2%
AGX ARGAN INC 0.0%
Value ($000) $9 Shares 200 Est. Cost $32.59 Unrealized 0.0%
ELMIRA SVGS BK ELMIRA N Y COM 0.0%
Value ($000) $8 Shares 700 Est. Cost $14.53 Unrealized
HRL HORMEL FOODS 0.0%
Value ($000) $8 Shares 164 Est. Cost $27.60 Unrealized +47.9%
VAC MARRIOTT VACATIONS WORLDWIDE 0.0%
Value ($000) $8 Shares 100 Est. Cost $47.43 Unrealized +71.7%
AEP AMERICAN ELEC PWR INC COM 0.0%
Value ($000) $8 Shares 95 Est. Cost $54.85 Unrealized +21.5%
ALB ALBEMARLE CORP COM 0.0%
Value ($000) $8 Shares 100 Est. Cost $65.67 Unrealized -3.5%
GLPI GAMING & LEISURE PPTYS INC COM 0.0%
Value ($000) $8 Shares 238 Est. Cost $32.68 Unrealized
XLRE SELECT SECTOR SPDR TR RL EST SEL SEC 0.0%
Value ($000) $7 Shares 195 Est. Cost $35.27 Unrealized
NDAQ NASDAQ INC COM 0.0%
Value ($000) $7 Shares 56 Est. Cost $31.21 Unrealized +10.2%
ENB ENBRIDGE INC 0.0%
Value ($000) $7 Shares 246 Est. Cost $24.01 Unrealized -12.2%
OXY OCCIDENTAL PETE CORP DEL COM 0.0%
Value ($000) $7 Shares 359 Est. Cost $55.70 Unrealized -73.4%
HANESBRANDS INC 0.0%
Value ($000) $7 Shares 620 Est. Cost $14.52 Unrealized
PENN PENN NATL GAMING INC COM 0.0%
Value ($000) $6 Shares 200 Est. Cost $22.21 Unrealized +3.1%
SKT TANGER FACTORY OUTLET CTRS ICOM 0.0%
Value ($000) $6 Shares 800 Est. Cost $22.50 Unrealized
TDC TERADATE CORP DEL COM 0.0%
Value ($000) $6 Shares 300 Est. Cost $27.01 Unrealized -19.5%
BSV VANGUARD SHORT TERM BD ETF 0.0%
Value ($000) $6 Shares 78 Est. Cost $76.92 Unrealized
TT TRANE TECHNOLOGIES PLC SHS 0.0%
Value ($000) $6 Shares 71 Est. Cost $93.73 Unrealized -13.9%
OFIX ORTHOFIX MED INC COM 0.0%
Value ($000) $6 Shares 200 Est. Cost $33.19 Unrealized 0.0%
IJJ ISHARES MIDCAP 400 VALUE ETF 0.0%
Value ($000) $6 Shares 44 Est. Cost $144.35 Unrealized
UNILEVER PLC AMER SHS ADR 0.0%
Value ($000) $5 Shares 100 Est. Cost $50.00 Unrealized
UHT UNIVERSAL HEALTH RLTY INCM TSH BEN INT 0.0%
Value ($000) $5 Shares 59 Est. Cost $84.75 Unrealized
HOG HARLEY DAVIDSON INC COM 0.0%
Value ($000) $5 Shares 219 Est. Cost $51.84 Unrealized -58.1%
WAB WABTEC CORP 0.0%
Value ($000) $5 Shares 97 Est. Cost $69.56 Unrealized -21.2%
LVS LAS VEGAS SANDS CORP COM 0.0%
Value ($000) $5 Shares 100 Est. Cost $56.82 Unrealized -21.1%
JCI JOHNSON CTLS INTL PLC SHS 0.0%
Value ($000) $5 Shares 154 Est. Cost $37.10 Unrealized -26.0%
CC CHEMOURS CO COM 0.0%
Value ($000) $5 Shares 324 Est. Cost $8.68 Unrealized +18.1%
ALL ALLSTATE CORP COM 0.0%
Value ($000) $4 Shares 44 Est. Cost $71.44 Unrealized +19.9%
ACTIVISION BLIZZARD INC 0.0%
Value ($000) $4 Shares 49 Est. Cost $39.03 Unrealized
EATON VANCE TAX MANAGED 0.0%
Value ($000) $4 Shares 300 Est. Cost $13.33 Unrealized
BSX BOSTON SCIENTIFIC CORP COM 0.0%
Value ($000) $4 Shares 112 Est. Cost $36.01 Unrealized 0.0%
IDA IDACORP INC COM 0.0%
Value ($000) $4 Shares 50 Est. Cost $48.08 Unrealized +87.7%
RUN SUNRUN INC COM 0.0%
Value ($000) $4 Shares 200 Est. Cost $16.41 Unrealized -6.7%
MGM MGM MIRAGE 0.0%
Value ($000) $3 Shares 165 Est. Cost $25.54 Unrealized -36.8%
LEA LEAR CORP 0.0%
Value ($000) $3 Shares 26 Est. Cost $109.43 Unrealized -18.7%
EOG EOG RES INC COM 0.0%
Value ($000) $2 Shares 37 Est. Cost $55.80 Unrealized -33.1%
HUANENG PWR INTL INC SPON ADR H SHS 0.0%
Value ($000) $2 Shares 100 Est. Cost $10.00 Unrealized
IR INGERSOLL RAND INC COM 0.0%
Value ($000) $2 Shares 62 Est. Cost $31.60 Unrealized -11.1%
FOXA FOX CORP CL A COM 0.0%
Value ($000) $2 Shares 66 Est. Cost $31.59 Unrealized -20.6%
SCHX SCHWAB STRATEGIC TR US LRG CAP ETF 0.0%
Value ($000) $2 Shares 32 Est. Cost $62.50 Unrealized
BRISTOL MYERS SQUIBB CO RIGHT 99/99/9999 0.0%
Value ($000) $2 Shares 482 Est. Cost $3.68 Unrealized
TAP MOLSON COORS BREWING CO CL B 0.0%
Value ($000) $2 Shares 50 Est. Cost $43.72 Unrealized -20.5%
BCPC BALCHEM CORP COM 0.0%
Value ($000) $2 Shares 22 Est. Cost $55.17 Unrealized +64.2%
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
NOK NOKIA CORP PFD SPONS ADR 0.0%
Value ($000) $1 Shares 200 Est. Cost $5.45 Unrealized
XRX XEROX HOLDINGS CORP COM NEW 0.0%
Value ($000) $1 Shares 50 Est. Cost $31.80 Unrealized -45.7%
SCHH SCHWAB STRATEGIC TR US REIT ETF 0.0%
Value ($000) $1 Shares 26 Est. Cost $38.46 Unrealized
CNDT CONDUENT INC COM 0.0%
Value ($000) $0 Shares 40 Est. Cost $7.72 Unrealized -69.9%
BHF BRIGHTHOUSE FINL INC COM 0.0%
Value ($000) $0 Shares 16 Est. Cost $40.65 Unrealized -32.2%
AURORA CANNABIS INC COM 0.0%
Value ($000) $0 Shares 32 Est. Cost Unrealized
PUTNAM PREMIER INC TR 0.0%
Value ($000) $0 Shares 3 Est. Cost Unrealized