TOMPKINS FINANCIAL CORP Diversified Active

CIK: 0001005817 · Show all filings

Period: Q1 2021 (← Previous) (Next →)

Filing Date: Jun 9, 2021

Total Value ($000): $590,680 (100.0% shares, 0.0% debt)

Holdings (420)

TMP TOMPKINS FINANCIAL CORP 5.9%
Value ($000) $35,106 Shares 424,493 Est. Cost $30.52 Unrealized +114.8%
RWL INVESCO EXCH TRADED FD TR IIS&P 500 REVENUE 5.7%
Value ($000) $33,911 Shares 487,802 Est. Cost $53.87 Unrealized
AAPL APPLE INC COM 5.5%
Value ($000) $32,309 Shares 264,499 Est. Cost $87.43 Unrealized +43.0%
XSOE WISDOMTREE TR EM EX ST-OWNED 4.9%
Value ($000) $29,076 Shares 714,769 Est. Cost $27.76 Unrealized
USMV ISHARES TR MSCI USA MIN VOL 4.7%
Value ($000) $27,906 Shares 403,339 Est. Cost $473.73 Unrealized
MSFT MICROSOFT CORP COM 4.6%
Value ($000) $26,931 Shares 114,228 Est. Cost $53.33 Unrealized +318.0%
VOO VANGUARD INDEX FDS S&P 500 ETF SHS 3.5%
Value ($000) $20,844 Shares 57,217 Est. Cost $266.61 Unrealized
VEA VANGUARD TAX-MANAGED INTL FDFTSE DEV MKT ETF 2.2%
Value ($000) $12,748 Shares 259,580 Est. Cost $42.56 Unrealized
IJH ISHARES CORE S&P MCP ETF 2.1%
Value ($000) $12,377 Shares 47,553 Est. Cost $16244.42 Unrealized
PYPL PAYPAL HLDGS INC COM 1.8%
Value ($000) $10,353 Shares 42,634 Est. Cost $63.64 Unrealized +295.9%
JPM JPMORGAN CHASE & CO COM 1.7%
Value ($000) $10,172 Shares 66,822 Est. Cost $52.66 Unrealized +141.7%
HD HOME DEPOT INC COM 1.6%
Value ($000) $9,318 Shares 30,527 Est. Cost $84.07 Unrealized +190.8%
CSCO CISCO SYS INC COM 1.5%
Value ($000) $8,609 Shares 166,520 Est. Cost $26.89 Unrealized +51.1%
WMT WALMART INC COM 1.4%
Value ($000) $8,388 Shares 61,758 Est. Cost $30.08 Unrealized +44.0%
LLY LILLY ELI & CO COM 1.4%
Value ($000) $8,156 Shares 43,662 Est. Cost $67.50 Unrealized +175.7%
HON HONEYWELL INTL INC COM 1.4%
Value ($000) $7,985 Shares 36,788 Est. Cost $100.81 Unrealized +75.2%
SUSA ISHARES USA ESG SLCT ETF 1.4%
Value ($000) $7,977 Shares 90,844 Est. Cost $91.66 Unrealized
MCD MCDONALDS CORP COM 1.3%
Value ($000) $7,894 Shares 35,219 Est. Cost $109.78 Unrealized +74.2%
AMZN AMAZON COM INC COM 1.3%
Value ($000) $7,878 Shares 2,546 Est. Cost $76.77 Unrealized +106.5%
ABT ABBOTT LABORATORIES COM 1.3%
Value ($000) $7,860 Shares 65,591 Est. Cost $66.86 Unrealized +62.5%
VZ VERIZON COMMUNICATIONS INC COM 1.3%
Value ($000) $7,712 Shares 132,619 Est. Cost $33.31 Unrealized +26.8%
XOM EXXON MOBIL CORP COM 1.3%
Value ($000) $7,676 Shares 137,494 Est. Cost $49.66 Unrealized -12.8%
IEFA ISHARES TR CORE MSCI EAFE 1.3%
Value ($000) $7,657 Shares 106,288 Est. Cost $57.38 Unrealized
DHR DANAHER CORP DEL COM 1.3%
Value ($000) $7,478 Shares 33,228 Est. Cost $96.37 Unrealized +106.2%
AJG GALLAGHER ARTHUR J & CO COM 1.2%
Value ($000) $6,871 Shares 55,071 Est. Cost $51.26 Unrealized +123.6%
PEP PEPSICO INC COM 1.2%
Value ($000) $6,854 Shares 48,457 Est. Cost $76.69 Unrealized +53.7%
BLACKROCK, INC 1.2%
Value ($000) $6,848 Shares 9,083 Est. Cost $6306.06 Unrealized
UPS UNITED PARCEL SERVICE INC CL B 1.2%
Value ($000) $6,838 Shares 40,224 Est. Cost $94.76 Unrealized +39.3%
WM WASTE MGMT INC DEL COM 1.2%
Value ($000) $6,805 Shares 52,745 Est. Cost $55.90 Unrealized +93.5%
MA MASTERCARD INCORPORATED CL A 1.1%
Value ($000) $6,626 Shares 18,612 Est. Cost $185.84 Unrealized +82.7%
DUK DUKE ENERGY CORP NEW COM NEW 1.1%
Value ($000) $6,612 Shares 68,495 Est. Cost $58.39 Unrealized +29.2%
BND VANGUARD BD IND FD ETF 1.1%
Value ($000) $6,495 Shares 76,666 Est. Cost $82.22 Unrealized
TJX TJX COS INC NEW COM 1.1%
Value ($000) $6,330 Shares 95,702 Est. Cost $39.46 Unrealized +57.8%
AMGN AMGEN INC COM 1.1%
Value ($000) $6,327 Shares 25,432 Est. Cost $123.46 Unrealized +65.8%
GOOGL ALPHABET INC CAP STK CL A 1.1%
Value ($000) $6,220 Shares 3,016 Est. Cost $47.48 Unrealized +106.3%
MRK MERCK & CO. INC COM 1.0%
Value ($000) $6,127 Shares 79,480 Est. Cost $46.63 Unrealized +35.2%
PEG PUBLIC SVC ENTERPRISE GRP INCOM 1.0%
Value ($000) $6,009 Shares 99,815 Est. Cost $31.90 Unrealized +53.3%
IEMG ISHARES INC CORE MSCI EMKT 0.9%
Value ($000) $5,291 Shares 82,213 Est. Cost $51.49 Unrealized
PGX INVESCO EXCHNG TRADED FD TR PFD ETF 0.9%
Value ($000) $5,267 Shares 351,110 Est. Cost $14.65 Unrealized
COST COSTCO WHSL CORP NEW COM 0.9%
Value ($000) $5,218 Shares 14,806 Est. Cost $156.18 Unrealized +111.1%
KMB KIMBERLY-CLARK CORP COM 0.9%
Value ($000) $5,086 Shares 36,582 Est. Cost $82.49 Unrealized +34.4%
ADBE ADOBE SYSTEMS INCORPORATED COM 0.9%
Value ($000) $5,045 Shares 10,612 Est. Cost $361.67 Unrealized +29.2%
GD GENERAL DYNAMICS CORP COM 0.8%
Value ($000) $4,968 Shares 27,365 Est. Cost $118.40 Unrealized +24.2%
AWK AMERICAN WTR WKS CO INC NEW COM 0.8%
Value ($000) $4,909 Shares 32,749 Est. Cost $104.41 Unrealized +31.9%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.8%
Value ($000) $4,637 Shares 16,784 Est. Cost $95.28 Unrealized +153.3%
PSA PUBLIC STORAGE 0.7%
Value ($000) $4,193 Shares 16,991 Est. Cost $185.26 Unrealized +1.6%
IWO ISHARES RUSSELL 2000 GROWTH - ETF 0.7%
Value ($000) $4,062 Shares 13,505 Est. Cost $18740.40 Unrealized
NVDA NVIDIA CORPORATION COM 0.7%
Value ($000) $3,849 Shares 7,210 Est. Cost $0.55 Unrealized +2315.9%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.6%
Value ($000) $3,838 Shares 15,023 Est. Cost $174.98 Unrealized +38.8%
SYK STRYKER CORPORATION COM 0.6%
Value ($000) $3,479 Shares 14,285 Est. Cost $100.82 Unrealized +125.9%
SBUX STARBUCKS CORP COM 0.6%
Value ($000) $3,329 Shares 30,464 Est. Cost $52.81 Unrealized +78.0%
ICE INTERCONTINENTAL EXCHANGE INCOM 0.5%
Value ($000) $2,885 Shares 25,833 Est. Cost $68.15 Unrealized +56.2%
ESGE ISHARES INC ESG AWR MSCI EM 0.5%
Value ($000) $2,792 Shares 64,471 Est. Cost $45.57 Unrealized
EFAV ISHARES TR MSCI EAFE MIN VL 0.4%
Value ($000) $2,592 Shares 35,502 Est. Cost $69.08 Unrealized
INTC INTEL CORP COM 0.4%
Value ($000) $2,515 Shares 39,289 Est. Cost $23.65 Unrealized +128.7%
SPY S & P DEP RECEIPTS - ETF 0.4%
Value ($000) $2,306 Shares 5,818 Est. Cost $320.45 Unrealized
ISRG INTUITIVE SURGICAL INC COM NEW 0.4%
Value ($000) $2,264 Shares 3,064 Est. Cost $189.62 Unrealized +32.7%
JNJ JOHNSON & JOHNSON COM 0.4%
Value ($000) $2,262 Shares 13,762 Est. Cost $75.11 Unrealized +87.4%
PG PROCTER AND GAMBLE CO COM 0.4%
Value ($000) $2,204 Shares 16,275 Est. Cost $73.75 Unrealized +56.9%
NBTB NBT BANCORP INC COM 0.3%
Value ($000) $2,043 Shares 51,216 Est. Cost $21.02 Unrealized +75.0%
VOOG VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 0.3%
Value ($000) $2,014 Shares 8,570 Est. Cost $114.23 Unrealized
IBM INTERNATIONAL BUSINESS MACHSCOM 0.3%
Value ($000) $1,917 Shares 14,383 Est. Cost $110.20 Unrealized -11.0%
GSIE GOLDMAN SACHS ETF TR ACTIVEBETA INT 0.3%
Value ($000) $1,769 Shares 53,541 Est. Cost $28.44 Unrealized
TMO THERMO FISHER SCIENTIFIC INCCOM 0.3%
Value ($000) $1,723 Shares 3,776 Est. Cost $88.28 Unrealized +433.6%
LOW LOWES COS INC COM 0.3%
Value ($000) $1,604 Shares 8,434 Est. Cost $36.12 Unrealized +334.6%
IJR ISHARES CORE S&P SCP ETF 0.3%
Value ($000) $1,595 Shares 14,696 Est. Cost $5749.77 Unrealized
VB VANGUARD SMALL CAP ETF 0.3%
Value ($000) $1,514 Shares 7,072 Est. Cost $171.63 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.2%
Value ($000) $1,434 Shares 693 Est. Cost $39.06 Unrealized +152.1%
VNQ VANGUARD INDEX FDS REAL ESTATE ETF 0.2%
Value ($000) $1,430 Shares 15,572 Est. Cost $7566.46 Unrealized
EEM ISHARES MSCI EMERGING MARKETS - ETF 0.2%
Value ($000) $1,377 Shares 25,820 Est. Cost $7757.63 Unrealized
ADP AUTOMATIC DATA PROCESSING 0.2%
Value ($000) $1,194 Shares 6,336 Est. Cost $58.52 Unrealized +167.7%
DVY ISHARES DOW JONES SELECT DIVINDEX FD - ETF 0.2%
Value ($000) $1,141 Shares 10,000 Est. Cost $95.10 Unrealized
MAR MARRIOTT INTL INC NEW CLA 0.2%
Value ($000) $1,052 Shares 7,103 Est. Cost $61.50 Unrealized +114.1%
ABBV ABBVIE INC COM 0.2%
Value ($000) $1,033 Shares 9,541 Est. Cost $57.83 Unrealized +53.8%
EMR EMERSON ELEC CO COM 0.2%
Value ($000) $1,029 Shares 11,409 Est. Cost $50.86 Unrealized +53.0%
TXN TEXAS INSTRS INC COM 0.2%
Value ($000) $990 Shares 5,239 Est. Cost $58.35 Unrealized +159.4%
NKE NIKE INC CL B 0.1%
Value ($000) $839 Shares 6,312 Est. Cost $41.87 Unrealized +209.4%
LQD ISHARES IBOXX USD INV GRADE CORPORATE BOND - E 0.1%
Value ($000) $830 Shares 6,381 Est. Cost $134.48 Unrealized
IWR ISHS RUSSELL MIDCAP INDX ETF 0.1%
Value ($000) $828 Shares 11,200 Est. Cost $81.38 Unrealized
GSLC GOLDMAN SACHS ETF TR EQUITY ETF 0.1%
Value ($000) $812 Shares 10,267 Est. Cost $51.42 Unrealized
SHY ISHARES 1-3 YEAR TREASURY BOND - ETF 0.1%
Value ($000) $790 Shares 9,161 Est. Cost $84.54 Unrealized
VO VANGUARD MID CAP ETF 0.1%
Value ($000) $772 Shares 3,490 Est. Cost $137.98 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 0.1%
Value ($000) $771 Shares 2 Est. Cost $249746.27 Unrealized +46.8%
PFE PFIZER INC COM 0.1%
Value ($000) $757 Shares 20,895 Est. Cost $20.24 Unrealized +38.5%
SWK STANLEY BLACK & DECKER INC COM 0.1%
Value ($000) $755 Shares 3,780 Est. Cost $116.62 Unrealized +32.0%
DIS DISNEY WALT CO COM 0.1%
Value ($000) $705 Shares 3,819 Est. Cost $83.67 Unrealized +115.3%
IJS ISHARES SP SMCP600VL ETF 0.1%
Value ($000) $684 Shares 6,790 Est. Cost $27221.67 Unrealized
BMY BRISTOL MYERS SQUIBB CO COM 0.1%
Value ($000) $654 Shares 10,356 Est. Cost $43.15 Unrealized +18.3%
ECL ECOLAB INC COM 0.1%
Value ($000) $646 Shares 3,018 Est. Cost $108.20 Unrealized +86.3%
MMM 3M CO COM 0.1%
Value ($000) $642 Shares 3,330 Est. Cost $84.41 Unrealized +48.2%
ORCL ORACLE CORP COM 0.1%
Value ($000) $640 Shares 9,123 Est. Cost $28.22 Unrealized +114.8%
CVX CHEVRON CORP NEW COM 0.1%
Value ($000) $619 Shares 5,906 Est. Cost $77.01 Unrealized +3.3%
MCHP MICROCHIP TECHNOLOGY INC COM 0.1%
Value ($000) $558 Shares 3,598 Est. Cost $14.37 Unrealized +369.9%
KO COCA COLA CO COM 0.1%
Value ($000) $531 Shares 10,076 Est. Cost $36.19 Unrealized +19.9%
META FACEBOOK 0.1%
Value ($000) $515 Shares 1,750 Est. Cost $100.13 Unrealized +167.0%
V VISA INC COM CL A 0.1%
Value ($000) $501 Shares 2,367 Est. Cost $107.37 Unrealized +89.2%
T AT&T INC COM 0.1%
Value ($000) $498 Shares 16,442 Est. Cost $14.52 Unrealized +11.2%
AXP AMERICAN EXPRESS CO COM 0.1%
Value ($000) $487 Shares 3,443 Est. Cost $78.08 Unrealized +59.3%
CTSH COGNIZANT TECHNOLOGY SOL 0.1%
Value ($000) $484 Shares 6,193 Est. Cost $41.73 Unrealized +71.6%
EFA ISHARES MSCI EAFE ETF 0.1%
Value ($000) $459 Shares 6,052 Est. Cost $2321.34 Unrealized
GLW CORNING INC COM 0.1%
Value ($000) $427 Shares 9,823 Est. Cost $21.39 Unrealized +57.0%
MDT MEDTRONIC PLC SHS 0.1%
Value ($000) $425 Shares 3,601 Est. Cost $60.25 Unrealized +68.8%
IVW ISHARES S&P 500 GRWT ETF 0.1%
Value ($000) $423 Shares 6,496 Est. Cost $83.10 Unrealized
CL COLGATE PALMOLIVE CO COM 0.1%
Value ($000) $410 Shares 5,200 Est. Cost $60.03 Unrealized +16.6%
AVGO BROADCOM INC COM 0.1%
Value ($000) $410 Shares 885 Est. Cost $19.91 Unrealized +109.2%
SCHW SCHWAB CHARLES CORP NEW COM 0.1%
Value ($000) $406 Shares 6,235 Est. Cost $37.14 Unrealized +53.2%
BKNG BOOKING HOLDINGS INC COM 0.1%
Value ($000) $394 Shares 169 Est. Cost $1872.32 Unrealized +16.7%
CHD CHURCH & DWIGHT CO INC. 0.1%
Value ($000) $393 Shares 4,500 Est. Cost $44.65 Unrealized +76.4%
BAX BAXTER INTL INC COM 0.1%
Value ($000) $378 Shares 4,481 Est. Cost $41.97 Unrealized +70.3%
PAYX PAYCHEX INC COM 0.1%
Value ($000) $375 Shares 3,828 Est. Cost $65.66 Unrealized +22.4%
CMCSA COMCAST CORP NEW CL A 0.1%
Value ($000) $368 Shares 6,798 Est. Cost $33.34 Unrealized +38.4%
TGT TARGET CORP COM 0.1%
Value ($000) $357 Shares 1,800 Est. Cost $96.43 Unrealized +69.2%
CRM SALESFORCE COM INC 0.1%
Value ($000) $338 Shares 1,593 Est. Cost $63.43 Unrealized +246.8%
PM PHILIP MORRIS INTL INC COM 0.1%
Value ($000) $336 Shares 3,784 Est. Cost $63.20 Unrealized +5.7%
HYG ISHARES IBOXX USD HIGH YIELDCORPORATE BOND - E 0.1%
Value ($000) $325 Shares 3,725 Est. Cost $84.03 Unrealized
NEE NEXTERA ENERGY INC COM 0.1%
Value ($000) $308 Shares 4,068 Est. Cost $61.88 Unrealized +11.2%
VGK VANGUARD INTL EQUITY INDEX FFTSE EUROPE ETF 0.1%
Value ($000) $307 Shares 4,867 Est. Cost $55.16 Unrealized
HSY HERSHEY CO COM 0.1%
Value ($000) $304 Shares 1,924 Est. Cost $123.25 Unrealized +8.8%
GENERAL ELECTRIC CO COM 0.0%
Value ($000) $295 Shares 22,440 Est. Cost $20.69 Unrealized
IWN ISHARES RUSSELL 2000 VALUE - ETF 0.0%
Value ($000) $272 Shares 1,705 Est. Cost $86.27 Unrealized
ITW ILLINOIS TOOL WKS INC COM 0.0%
Value ($000) $272 Shares 1,231 Est. Cost $167.37 Unrealized +10.5%
NVS NOVARTIS AG SPNSRD ADR 0.0%
Value ($000) $272 Shares 3,185 Est. Cost $84.46 Unrealized
CAT CATERPILLAR INC DEL COM 0.0%
Value ($000) $271 Shares 1,165 Est. Cost $126.95 Unrealized +48.9%
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $267 Shares 6,838 Est. Cost $42.11 Unrealized -24.9%
PII POLARIS INDS INC 0.0%
Value ($000) $267 Shares 2,000 Est. Cost $121.78 Unrealized +0.1%
UNP UNION PAC CORP COM 0.0%
Value ($000) $261 Shares 1,184 Est. Cost $100.60 Unrealized +87.0%
GWW GRAINGER W W INC COM 0.0%
Value ($000) $254 Shares 633 Est. Cost $202.10 Unrealized +81.5%
VTI VANGUARD TOT STK MKT VIPERS ETF 0.0%
Value ($000) $248 Shares 1,200 Est. Cost $200.56 Unrealized
GLD SPDR GOLD TRUST GOLD SHS - ETF 0.0%
Value ($000) $246 Shares 1,536 Est. Cost $166.12 Unrealized
GS GOLDMAN SACHS GROUP INC COM 0.0%
Value ($000) $236 Shares 722 Est. Cost $187.37 Unrealized +47.8%
BA BOEING CO COM 0.0%
Value ($000) $230 Shares 904 Est. Cost $209.55 Unrealized +6.1%
CHE CHEMED CORP INC 0.0%
Value ($000) $230 Shares 500 Est. Cost $94.22 Unrealized +411.9%
RWJ INVESCO EXCH TRADED FD TR IIS&P SMALLCAP 600 0.0%
Value ($000) $214 Shares 1,877 Est. Cost $60.91 Unrealized
TRV TRAVELERS COMPANIES INC COM 0.0%
Value ($000) $208 Shares 1,383 Est. Cost $85.14 Unrealized +56.4%
CME CME GROUP INC COM 0.0%
Value ($000) $202 Shares 988 Est. Cost $40.75 Unrealized +300.3%
RTX RAYTHEON TECHNOLOGIES CORP COM 0.0%
Value ($000) $192 Shares 2,481 Est. Cost $54.61 Unrealized +19.5%
FTV FORTIVE CORP COM 0.0%
Value ($000) $190 Shares 2,684 Est. Cost $30.87 Unrealized +64.1%
VIS VANGUARD WORLD FDS INDUSTRIAL ETF 0.0%
Value ($000) $189 Shares 1,000 Est. Cost $189.00 Unrealized
D DOMINION ENERGY INC COM 0.0%
Value ($000) $182 Shares 2,402 Est. Cost $50.21 Unrealized +16.5%
ES EVERSOURCE ENERGY COM 0.0%
Value ($000) $179 Shares 2,065 Est. Cost $67.38 Unrealized +4.3%
VTIP VANGUARD M SHORT TERM INFT PROTECTED E 0.0%
Value ($000) $179 Shares 3,481 Est. Cost $48.39 Unrealized
LHX L3HARRIS TECHNOLOGIES INC COM 0.0%
Value ($000) $175 Shares 861 Est. Cost $180.55 Unrealized -6.0%
TE CONNECTIVITY LTD REG SHS 0.0%
Value ($000) $163 Shares 1,265 Est. Cost $73.00 Unrealized
WTRG ESSENTIAL UTILS INC COM 0.0%
Value ($000) $162 Shares 3,625 Est. Cost $47.18 Unrealized -4.3%
CVS CVS HEALTH CORP COM 0.0%
Value ($000) $159 Shares 2,120 Est. Cost $57.59 Unrealized +8.1%
QCOM QUALCOMM INC COM 0.0%
Value ($000) $159 Shares 1,200 Est. Cost $129.71 Unrealized 0.0%
MET METLIFE INC COM 0.0%
Value ($000) $156 Shares 2,563 Est. Cost $33.34 Unrealized +42.8%
NUVEEN NY MUNI 0.0%
Value ($000) $150 Shares 10,505 Est. Cost $13.42 Unrealized
MDLZ MONDELEZ INTERNATIONAL INC 0.0%
Value ($000) $150 Shares 2,553 Est. Cost $42.95 Unrealized +15.9%
HEDJ WISDOMTREE TR EUROPE HEDGED EQ 0.0%
Value ($000) $149 Shares 2,054 Est. Cost $64.94 Unrealized
TSM TAIWAN SEMICONDUCTOR ADR 0.0%
Value ($000) $142 Shares 1,200 Est. Cost $47.50 Unrealized
IWM ISHARES RUSSELL 2000 -ETF 0.0%
Value ($000) $142 Shares 642 Est. Cost $134.48 Unrealized
TSN TYSON FOODS INC CL A 0.0%
Value ($000) $141 Shares 1,900 Est. Cost $21.25 Unrealized +180.1%
A AGILENT TECHNOLOGIES INC COM 0.0%
Value ($000) $140 Shares 1,100 Est. Cost $77.15 Unrealized +55.1%
XRAY DENTSPLY SIRONA INC COM 0.0%
Value ($000) $140 Shares 2,200 Est. Cost $42.18 Unrealized +37.5%
SO SOUTHERN COMPANY 0.0%
Value ($000) $139 Shares 2,230 Est. Cost $47.31 Unrealized +5.3%
BHP BHP BILLITON LIMITED ADR 0.0%
Value ($000) $139 Shares 2,000 Est. Cost $69.50 Unrealized
F FORD MOTOR CO 0.0%
Value ($000) $137 Shares 11,145 Est. Cost $7.46 Unrealized +16.3%
ANGL VANECK VECTORS ETF TR FALLEN ANGEL HG 0.0%
Value ($000) $137 Shares 4,285 Est. Cost $29.25 Unrealized
IWV ISHARES TRUST - ETF 0.0%
Value ($000) $135 Shares 570 Est. Cost $180.70 Unrealized
DEO DIAGEO PLC SPN ADR NEW 0.0%
Value ($000) $134 Shares 815 Est. Cost $166.66 Unrealized
IDXX IDEXX LABS INC COM 0.0%
Value ($000) $128 Shares 261 Est. Cost $360.99 Unrealized +38.8%
PHYS SPROTT PHYSICAL GOLD TRUST UNIT 0.0%
Value ($000) $127 Shares 9,435 Est. Cost $15.00 Unrealized
VHT VANGUARD HEALTH CARE ETF 0.0%
Value ($000) $125 Shares 547 Est. Cost $189.73 Unrealized
AMT AMERICAN TOWER REIT 0.0%
Value ($000) $123 Shares 514 Est. Cost $150.81 Unrealized +27.5%
SPYD SPDR SER TR PRTFLO S&P500 HI 0.0%
Value ($000) $123 Shares 3,200 Est. Cost $38.09 Unrealized
SCHE SCHWAB STRATEGIC TR EMRG MKTEQ ETF 0.0%
Value ($000) $122 Shares 3,840 Est. Cost $21.87 Unrealized
UGI UGI CORP NEW COM 0.0%
Value ($000) $120 Shares 2,924 Est. Cost $45.81 Unrealized -15.6%
ROYAL DUTCH SHELL PLC SPONSD ADR A 0.0%
Value ($000) $119 Shares 3,030 Est. Cost $63.14 Unrealized
KRE SPDR SER TR S&P REGL BKG 0.0%
Value ($000) $119 Shares 1,800 Est. Cost $58.10 Unrealized
STT STATE STR CORP COM 0.0%
Value ($000) $119 Shares 1,422 Est. Cost $45.47 Unrealized +45.3%
FDX FEDEX CORP 0.0%
Value ($000) $119 Shares 420 Est. Cost $138.47 Unrealized +69.1%
IVV ISHARES S&P 500 INDX FD-ETF 0.0%
Value ($000) $119 Shares 299 Est. Cost $220.49 Unrealized
MO ALTRIA GROUP INC COM 0.0%
Value ($000) $118 Shares 2,300 Est. Cost $25.66 Unrealized +18.5%
BAC BANK OF AMERICA CORPORATION COM 0.0%
Value ($000) $116 Shares 3,000 Est. Cost $29.27 Unrealized +4.7%
DIA SPDR DOW JONES INDL AVG- ETF 0.0%
Value ($000) $115 Shares 349 Est. Cost $246.42 Unrealized
J P MORGAN EXCHANGE-TRADED FBETBULD EUROPE 0.0%
Value ($000) $114 Shares 4,180 Est. Cost $22.97 Unrealized
BX BLACKSTONE GROUP INC COM 0.0%
Value ($000) $112 Shares 1,500 Est. Cost $42.09 Unrealized +39.2%
CAH CARDINAL HEALTH INC COM 0.0%
Value ($000) $109 Shares 1,790 Est. Cost $35.53 Unrealized +37.7%
MKC MCCORMICK & CO INC COM NON VTG 0.0%
Value ($000) $108 Shares 1,210 Est. Cost $65.06 Unrealized +23.3%
CSGP COSTAR GROUP INC COM 0.0%
Value ($000) $106 Shares 129 Est. Cost $17.61 Unrealized +390.1%
J P MORGAN EXCHANGE-TRADED FBETBULD JAPAN 0.0%
Value ($000) $105 Shares 3,702 Est. Cost $24.58 Unrealized
SIGI SELECTIVE INS GRP INC C/C 0.0%
Value ($000) $104 Shares 1,438 Est. Cost $19.70 Unrealized +227.1%
XLP SELECT SECTOR SPDR TR SBI CONS STPLS 0.0%
Value ($000) $102 Shares 1,500 Est. Cost $62.67 Unrealized
PSK SPDR SERIES TRUST WELLS FG PFD ETF 0.0%
Value ($000) $101 Shares 2,321 Est. Cost $44.44 Unrealized
NFLX NETFLIX INC 0.0%
Value ($000) $100 Shares 193 Est. Cost $33.52 Unrealized +58.2%
BKH BLACK HILLS CORP COM 0.0%
Value ($000) $100 Shares 1,500 Est. Cost $48.90 Unrealized +3.6%
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $99 Shares 268 Est. Cost $104.46 Unrealized +206.0%
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $98 Shares 1,847 Est. Cost $37.08 Unrealized +11.6%
STZ CONSTELLATION BRANDS INC 0.0%
Value ($000) $97 Shares 427 Est. Cost $125.40 Unrealized +65.9%
IEF ISHARES BARCLAYS 7-10YR TSY BOND FD - ETF 0.0%
Value ($000) $96 Shares 850 Est. Cost $122.35 Unrealized
TYL TYLER TECHNOLOGIES INC COM 0.0%
Value ($000) $93 Shares 220 Est. Cost $191.46 Unrealized +125.6%
AZO AUTOZONE INC COM 0.0%
Value ($000) $91 Shares 65 Est. Cost $538.18 Unrealized +130.0%
GLOB GLOBANT S A COM 0.0%
Value ($000) $91 Shares 436 Est. Cost $49.01 Unrealized +333.2%
DGX QUEST DIAGNOSTICS INC COM 0.0%
Value ($000) $90 Shares 700 Est. Cost $64.22 Unrealized +74.6%
LMT LOCKHEED MARTIN CORP COM 0.0%
Value ($000) $90 Shares 244 Est. Cost $130.03 Unrealized +130.7%
SDY SPDR S & P DIVIDEND - ETF 0.0%
Value ($000) $87 Shares 739 Est. Cost $95.71 Unrealized
OGE OGE ENERGY CORP COM 0.0%
Value ($000) $87 Shares 2,700 Est. Cost $31.57 Unrealized -0.2%
IVE ISHARES S & P 500 VALUE INDEX FUND - ETF 0.0%
Value ($000) $87 Shares 619 Est. Cost $100.00 Unrealized
KELLOGG CO COM 0.0%
Value ($000) $85 Shares 1,348 Est. Cost $48.35 Unrealized -2.8%
AFL AFLAC INC COM 0.0%
Value ($000) $85 Shares 1,667 Est. Cost $30.45 Unrealized +40.8%
QQQ INVESCO QQQ TR UNIT SER 1 0.0%
Value ($000) $82 Shares 256 Est. Cost $183.63 Unrealized
PAYC PAYCOM SOFTWARE INC COM 0.0%
Value ($000) $80 Shares 215 Est. Cost $105.70 Unrealized +265.5%
AIG AMERICAN INTL GROUP INC COM NEW 0.0%
Value ($000) $79 Shares 1,711 Est. Cost $45.11 Unrealized -14.4%
MRSH MARSH & MCLENNAN COS INC COM 0.0%
Value ($000) $79 Shares 649 Est. Cost $72.20 Unrealized +48.2%
VEEV VEEVA SYS INC CL A COM 0.0%
Value ($000) $79 Shares 301 Est. Cost $38.78 Unrealized +618.4%
FULT FULTON FINL CORP PA COM 0.0%
Value ($000) $77 Shares 4,552 Est. Cost $13.02 Unrealized -3.2%
MDU MDU RES GROUP INC COM 0.0%
Value ($000) $76 Shares 2,400 Est. Cost $7.54 Unrealized +25.5%
VYM VANGUARD WHITEHALL HIGH DIV YLD - ETF 0.0%
Value ($000) $76 Shares 750 Est. Cost $101.33 Unrealized
HEI HEICO CORP NEW COM 0.0%
Value ($000) $74 Shares 592 Est. Cost $47.52 Unrealized +170.4%
HOG HARLEY DAVIDSON INC COM 0.0%
Value ($000) $74 Shares 1,839 Est. Cost $38.93 Unrealized -4.5%
AQN ALGONQUIN PWR UTILS CORP COM 0.0%
Value ($000) $74 Shares 4,700 Est. Cost $12.25 Unrealized +3.9%
DTD WISDOMTREE TR US TOTAL DIVIDND 0.0%
Value ($000) $73 Shares 647 Est. Cost $88.03 Unrealized
WST WEST PHARMACEUTICAL SVSC INCCOM 0.0%
Value ($000) $73 Shares 258 Est. Cost $97.78 Unrealized +189.2%
RITCHIE BROS INC 0.0%
Value ($000) $72 Shares 1,226 Est. Cost $24.31 Unrealized
FIVE FIVE BELOW INC COM 0.0%
Value ($000) $72 Shares 376 Est. Cost $109.01 Unrealized +72.9%
IP INTERNATIONAL PAPER CO COM 0.0%
Value ($000) $70 Shares 1,300 Est. Cost $31.89 Unrealized +23.6%
HIG HARTFORD FINL SVCS GROUP INCCOM 0.0%
Value ($000) $69 Shares 1,028 Est. Cost $31.94 Unrealized +53.0%
IJK ISHARES MIDCAP 400 ETF GROWTH 0.0%
Value ($000) $68 Shares 864 Est. Cost $135.09 Unrealized
ANSYS INC 0.0%
Value ($000) $68 Shares 200 Est. Cost $76.15 Unrealized
FAST FASTENAL 0.0%
Value ($000) $67 Shares 1,334 Est. Cost $11.16 Unrealized +90.8%
TSLA TESLA INC COM 0.0%
Value ($000) $67 Shares 100 Est. Cost $118.07 Unrealized +112.6%
PSLV SPROTT PHYSICAL SILVER TR TR UNIT 0.0%
Value ($000) $66 Shares 7,500 Est. Cost $8.27 Unrealized
IWD ISHARES RUSSELL 1000 VALUE INDEX FUND ETF 0.0%
Value ($000) $65 Shares 428 Est. Cost $126.17 Unrealized
IEI ISHS TSY BD 3-7 YR ETF 0.0%
Value ($000) $64 Shares 490 Est. Cost $132.65 Unrealized
CB CHUBB LIMITED COM 0.0%
Value ($000) $64 Shares 407 Est. Cost $98.46 Unrealized +52.6%
NOW SERVICENOW INC COM 0.0%
Value ($000) $63 Shares 124 Est. Cost $63.03 Unrealized +67.5%
ADI ANALOG DEVICES INC COM 0.0%
Value ($000) $63 Shares 408 Est. Cost $68.87 Unrealized +104.9%
HAE HAEMONETICS CORP MASS 0.0%
Value ($000) $62 Shares 560 Est. Cost $101.01 Unrealized +22.5%
MCK MCKESSON CORP COM 0.0%
Value ($000) $62 Shares 316 Est. Cost $118.36 Unrealized +49.8%
HE HAWAIIAN ELEC INDUSTRIES COM 0.0%
Value ($000) $62 Shares 1,400 Est. Cost $35.55 Unrealized +3.1%
VRSK VERISK ANALYTICS INC COM 0.0%
Value ($000) $61 Shares 345 Est. Cost $65.97 Unrealized +169.0%
IHS MARKIT LTD SHS 0.0%
Value ($000) $61 Shares 633 Est. Cost $40.95 Unrealized
BL BLACKLINE INC COM 0.0%
Value ($000) $61 Shares 561 Est. Cost $49.76 Unrealized +150.6%
DELL DELL TECHNOLOGIES INC CL C 0.0%
Value ($000) $61 Shares 687 Est. Cost $34.41 Unrealized +9.1%
AMEDISYS INC 0.0%
Value ($000) $61 Shares 229 Est. Cost $122.11 Unrealized
NEM NEWMONT MIN CO (HOLD CO) COM 0.0%
Value ($000) $60 Shares 1,000 Est. Cost $51.26 Unrealized 0.0%
EVRG EVERGY INC COM 0.0%
Value ($000) $60 Shares 1,000 Est. Cost $40.03 Unrealized +13.5%
IAC INTERACTIVECORP NEW COM 0.0%
Value ($000) $60 Shares 277 Est. Cost $122.56 Unrealized
ROL ROLLINS INC COM 0.0%
Value ($000) $59 Shares 1,720 Est. Cost $27.43 Unrealized +22.8%
MORT VANECK VECTORS ETF TR MTG REIT INCOME 0.0%
Value ($000) $59 Shares 3,100 Est. Cost $16.77 Unrealized
J P MORGAN EXCHANGE-TRADED FBETABULDRS CDA 0.0%
Value ($000) $58 Shares 1,963 Est. Cost $23.94 Unrealized
POR PORTLAND GEN ELECTRIC CO 0.0%
Value ($000) $57 Shares 1,200 Est. Cost $32.87 Unrealized +8.2%
GLAXO HOLDINGS PLC SPONSORED ADR 0.0%
Value ($000) $57 Shares 1,600 Est. Cost $44.36 Unrealized
VUG VANGUARD INDEX FDS GROWTH ETF 0.0%
Value ($000) $57 Shares 221 Est. Cost $254.54 Unrealized
CARR CARRIER GLOBAL CORPORATION COM 0.0%
Value ($000) $55 Shares 1,312 Est. Cost $17.13 Unrealized +112.7%
IUSV ISHS S & P VALUE - ETF 0.0%
Value ($000) $54 Shares 790 Est. Cost $62.03 Unrealized
CLX CLOROX CO DEL COM 0.0%
Value ($000) $54 Shares 282 Est. Cost $95.57 Unrealized +72.7%
AZTA BROOK AUTOMATION INC 0.0%
Value ($000) $53 Shares 650 Est. Cost $10.54 Unrealized +662.0%
VTV VANGUARD INDEX FDS VALUE ETF 0.0%
Value ($000) $53 Shares 401 Est. Cost $113.29 Unrealized
SPLV INVESCO EXCHNG TRADED FD TR S&P500 LOW VOL 0.0%
Value ($000) $53 Shares 909 Est. Cost $47.36 Unrealized
HCA HCA HOLDINGS INC 0.0%
Value ($000) $52 Shares 278 Est. Cost $94.49 Unrealized +78.8%
ACM AECOM COM 0.0%
Value ($000) $51 Shares 800 Est. Cost $31.68 Unrealized +72.8%
SWKS SKYWORKS SOLUTIONS INC 0.0%
Value ($000) $50 Shares 271 Est. Cost $128.41 Unrealized +19.1%
LNN LINDSAY CORP 0.0%
Value ($000) $50 Shares 300 Est. Cost $67.86 Unrealized +116.9%
PLD PROLOGIS INC COM 0.0%
Value ($000) $50 Shares 474 Est. Cost $88.53 Unrealized +0.2%
EPP ISHARES MSCI PACIFIC EX JAPAN - ETF 0.0%
Value ($000) $49 Shares 975 Est. Cost $43.08 Unrealized
DOUBLELINE OPPORTUNISTIC CR 0.0%
Value ($000) $49 Shares 2,500 Est. Cost $19.60 Unrealized
CI CIGNA CORP NEW COM 0.0%
Value ($000) $46 Shares 189 Est. Cost $167.70 Unrealized +21.8%
VIACOMCBS INC CL B 0.0%
Value ($000) $45 Shares 1,000 Est. Cost $41.88 Unrealized
JNK SPDR SER TR BLOOMBERG BRCLYS 0.0%
Value ($000) $45 Shares 413 Est. Cost $108.16 Unrealized
OTIS OTIS WORLDWIDE CORP COM 0.0%
Value ($000) $45 Shares 655 Est. Cost $47.48 Unrealized +27.9%
JOHN HANCOCK EXCHANGE TRADEDMULTIFACTOR HE 0.0%
Value ($000) $44 Shares 987 Est. Cost $30.78 Unrealized
VBK VANGUARD SMALL CAP GRWTH ETF 0.0%
Value ($000) $44 Shares 162 Est. Cost $156.57 Unrealized
FLS FLOWSERVE CORP 0.0%
Value ($000) $43 Shares 1,100 Est. Cost $29.35 Unrealized +18.0%
MBB ISHARES MBS ETF 0.0%
Value ($000) $42 Shares 390 Est. Cost $110.26 Unrealized
PPG PPG INDS INC COM 0.0%
Value ($000) $41 Shares 270 Est. Cost $104.88 Unrealized +24.0%
COHEN & STEERS REIT & PFD 0.0%
Value ($000) $41 Shares 1,700 Est. Cost $22.94 Unrealized
HCSG HEALTHCARE SVCS GROUP INC COM 0.0%
Value ($000) $40 Shares 1,417 Est. Cost $25.05 Unrealized +20.5%
XLY SELECT SPECTOR SPDR ETF 0.0%
Value ($000) $39 Shares 231 Est. Cost $111.68 Unrealized
FIREEYE INC COM 0.0%
Value ($000) $39 Shares 2,000 Est. Cost $23.00 Unrealized
ZBH ZIMMER BIOMET HOLDINGS INC COM 0.0%
Value ($000) $39 Shares 245 Est. Cost $91.42 Unrealized +62.7%
CDK GLOBAL INC COM 0.0%
Value ($000) $38 Shares 711 Est. Cost $41.04 Unrealized
BKLN INVESCO EXCHNG TRADED FD TR SR LN ETF 0.0%
Value ($000) $38 Shares 1,710 Est. Cost $22.88 Unrealized
ILMN ILLUMINA INC 0.0%
Value ($000) $37 Shares 97 Est. Cost $407.75 Unrealized 0.0%
BP BP AMOCO PLC SPONSORED ADR 0.0%
Value ($000) $37 Shares 1,500 Est. Cost $37.72 Unrealized
MELI MERCADOLIBRE INC COM 0.0%
Value ($000) $37 Shares 25 Est. Cost $1410.19 Unrealized +20.3%
VWO VANGUARD INTL EQUITY INDEX - ETF 0.0%
Value ($000) $36 Shares 686 Est. Cost $47.23 Unrealized
XLF SELECT SPDR FINANCE ETF 0.0%
Value ($000) $36 Shares 1,071 Est. Cost $26.07 Unrealized
GNTX GENTEX CORP 0.0%
Value ($000) $35 Shares 986 Est. Cost $27.86 Unrealized +27.5%
PPL PPL CORP 0.0%
Value ($000) $35 Shares 1,227 Est. Cost $24.51 Unrealized -5.4%
2U INC COM 0.0%
Value ($000) $34 Shares 887 Est. Cost $31.17 Unrealized
ETN EATON CORP PLC SHS 0.0%
Value ($000) $34 Shares 248 Est. Cost $73.01 Unrealized +62.9%
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $34 Shares 519 Est. Cost $52.51 Unrealized +1.6%
NATIONAL INSTRUMENTS CORP 0.0%
Value ($000) $34 Shares 791 Est. Cost $30.23 Unrealized
JKHY HENRY JACK & ASSOC INC COM 0.0%
Value ($000) $34 Shares 227 Est. Cost $161.86 Unrealized -11.3%
GIS GENERAL MLS INC COM 0.0%
Value ($000) $33 Shares 544 Est. Cost $35.37 Unrealized +38.4%
ISHARES GOLD TR ISHARES 0.0%
Value ($000) $33 Shares 2,031 Est. Cost $18.22 Unrealized
DAN DANA HOLDING CORP 0.0%
Value ($000) $32 Shares 1,300 Est. Cost $11.51 Unrealized +75.4%
SLV ISHARES SILVER TRUST - ETF 0.0%
Value ($000) $31 Shares 1,376 Est. Cost $14.57 Unrealized
VNT VONTIER CORPORATION COM 0.0%
Value ($000) $31 Shares 1,034 Est. Cost $31.19 Unrealized +4.6%
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $31 Shares 400 Est. Cost $25.52 Unrealized +13.9%
ENSG ENSIGN GROUP INC COM 0.0%
Value ($000) $30 Shares 318 Est. Cost $84.67 Unrealized 0.0%
KEY KEYCORP NEW COM 0.0%
Value ($000) $30 Shares 1,480 Est. Cost $11.93 Unrealized +27.7%
DOW DOW INC COM 0.0%
Value ($000) $30 Shares 475 Est. Cost $34.90 Unrealized +31.3%
NOC NORTHROP GRUMMAN CORP COM 0.0%
Value ($000) $29 Shares 90 Est. Cost $172.93 Unrealized +60.9%
WPC W P CAREY INC 0.0%
Value ($000) $29 Shares 405 Est. Cost $66.67 Unrealized
XLI SECTOR SPDRTR SCTR TR ETF 0.0%
Value ($000) $29 Shares 296 Est. Cost $72.16 Unrealized
VIG VANGUARD DIV APPREC ETF 0.0%
Value ($000) $29 Shares 200 Est. Cost $116.67 Unrealized
PIMCO DYNAMIC CREDIT 0.0%
Value ($000) $29 Shares 1,320 Est. Cost $21.21 Unrealized
DRI DARDEN RESTAURANTS INC COM 0.0%
Value ($000) $29 Shares 204 Est. Cost $35.06 Unrealized +221.5%
COHEN STEERS INFRASTRUCTURE 0.0%
Value ($000) $28 Shares 1,000 Est. Cost $26.00 Unrealized
VTRS VIATRIS INC COM 0.0%
Value ($000) $28 Shares 2,024 Est. Cost $13.33 Unrealized -0.1%
VOD VODAFONE GROUP PLC NEW SPONSORED ADR 0.0%
Value ($000) $28 Shares 1,500 Est. Cost $19.40 Unrealized
BCE BCE INC COM NEW 0.0%
Value ($000) $27 Shares 600 Est. Cost $25.36 Unrealized +24.1%
FFBC FIRST FINL BANCORP OHIO 0.0%
Value ($000) $27 Shares 1,111 Est. Cost $10.27 Unrealized +76.9%
ELAN ELANCO ANIMAL HEALTH INC COM 0.0%
Value ($000) $27 Shares 900 Est. Cost $30.75 Unrealized 0.0%
PNC PNC FINL SVCS GROUP INC COM 0.0%
Value ($000) $26 Shares 149 Est. Cost $52.03 Unrealized +166.3%
GWRE GUIDEWIRE SOFTWARE INC COM 0.0%
Value ($000) $26 Shares 257 Est. Cost $87.19 Unrealized +33.4%
TDOC TELADOC HEALTH INC COM 0.0%
Value ($000) $26 Shares 145 Est. Cost $61.05 Unrealized +279.9%
NUVEEN QUALITY MUNCP INCOME COM 0.0%
Value ($000) $24 Shares 1,600 Est. Cost $15.63 Unrealized
NEOG NEOGEN CORP 0.0%
Value ($000) $24 Shares 267 Est. Cost $19.05 Unrealized +120.1%
C CITIGROUP INC COM NEW 0.0%
Value ($000) $24 Shares 331 Est. Cost $53.07 Unrealized +5.9%
DLR DIGITAL RLTY 0.0%
Value ($000) $23 Shares 166 Est. Cost $78.74 Unrealized +47.9%
SLB SCHLUMBERGER LTD COM 0.0%
Value ($000) $22 Shares 823 Est. Cost $28.83 Unrealized -17.8%
AOS SMITH A O CORP COM 0.0%
Value ($000) $22 Shares 332 Est. Cost $38.29 Unrealized +45.7%
BSV VANGUARD SHORT TERM BD ETF 0.0%
Value ($000) $22 Shares 263 Est. Cost $81.66 Unrealized
RDIV INVESCO EXCH TRADED FD TR IIS&P ULTRA DIVIDE 0.0%
Value ($000) $22 Shares 561 Est. Cost $37.84 Unrealized
AGX ARGAN INC 0.0%
Value ($000) $21 Shares 400 Est. Cost $38.15 Unrealized +14.6%
PRLB PROTO LABS INC 0.0%
Value ($000) $20 Shares 161 Est. Cost $62.19 Unrealized +167.4%
VEU VANGUARD INTL EQUITY INDEX FD ETF 0.0%
Value ($000) $19 Shares 315 Est. Cost $57.14 Unrealized
PKG PACKAGING CORP AMER COM 0.0%
Value ($000) $19 Shares 140 Est. Cost $107.80 Unrealized +9.1%
AON AON PLC SHS CL A 0.0%
Value ($000) $19 Shares 84 Est. Cost $184.55 Unrealized +15.1%
SCZ ISHARES MSCI EAFE SMALL-CAP ETF 0.0%
Value ($000) $19 Shares 261 Est. Cost $57.47 Unrealized
EXC EXELON CORP COM 0.0%
Value ($000) $18 Shares 404 Est. Cost $18.73 Unrealized +34.8%
BNDX VANGUARD CHARLOTTE FDS INTL BD IDX ETF 0.0%
Value ($000) $18 Shares 308 Est. Cost $58.44 Unrealized
ELV ANTHEM INC COM 0.0%
Value ($000) $18 Shares 50 Est. Cost $253.23 Unrealized +18.8%
BK BANK NEW YORK MELLON CORP COM 0.0%
Value ($000) $18 Shares 377 Est. Cost $42.65 Unrealized -10.2%
AKR ACADIA RLTY TR 0.0%
Value ($000) $18 Shares 939 Est. Cost $27.69 Unrealized
VBR VANGUARD SMALL CAP VAL ETF 0.0%
Value ($000) $17 Shares 105 Est. Cost $120.62 Unrealized
ANNALY MTG MGMT INC 0.0%
Value ($000) $17 Shares 2,000 Est. Cost $8.50 Unrealized
TT TRANE TECHNOLOGIES PLC SHS 0.0%
Value ($000) $17 Shares 100 Est. Cost $104.04 Unrealized +39.8%
VAC MARRIOTT VACATIONS WORLDWIDE 0.0%
Value ($000) $17 Shares 100 Est. Cost $47.43 Unrealized +228.6%
KNSL KINSALE CAP GROUP INC COM 0.0%
Value ($000) $16 Shares 100 Est. Cost $217.26 Unrealized -16.3%
WALGREENS BTS ALL 0.0%
Value ($000) $16 Shares 300 Est. Cost $78.51 Unrealized
AZN ASTRAZENECA PLC SPONSORED ADR 0.0%
Value ($000) $16 Shares 324 Est. Cost $12763.09 Unrealized
CAG CONAGRA BRANDS INC COM 0.0%
Value ($000) $15 Shares 400 Est. Cost $19.17 Unrealized +48.1%
ALC ALCON AG ORD SHS 0.0%
Value ($000) $15 Shares 220 Est. Cost $57.45 Unrealized +21.5%
CHKP CHECK POINT SOFTWARE TECH LTORD 0.0%
Value ($000) $15 Shares 130 Est. Cost $122.19 Unrealized -1.4%
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $15 Shares 271 Est. Cost $30.57 Unrealized +31.9%
XLV SECTOR SPDR TR FD HLTH - ETF 0.0%
Value ($000) $15 Shares 126 Est. Cost $96.32 Unrealized
ALB ALBEMARLE CORP COM 0.0%
Value ($000) $15 Shares 100 Est. Cost $65.67 Unrealized +130.5%
FISV FISERV INC COM 0.0%
Value ($000) $14 Shares 121 Est. Cost $67.68 Unrealized +69.6%
FIS FIDELITY NATL INFORMATION SVCS INC COM 0.0%
Value ($000) $14 Shares 100 Est. Cost $120.81 Unrealized +1.2%
BTI BRITISH AMERICAN TOBACCO 0.0%
Value ($000) $14 Shares 367 Est. Cost $41.59 Unrealized
ZTS ZOETIS INC CL A 0.0%
Value ($000) $13 Shares 82 Est. Cost $155.43 Unrealized -2.4%
ADSK AUTODESK INC COM 0.0%
Value ($000) $13 Shares 47 Est. Cost $263.53 Unrealized +9.4%
NDAQ NASDAQ INC COM 0.0%
Value ($000) $12 Shares 84 Est. Cost $33.96 Unrealized +30.8%
IWF ISHARES TR RUSSELL 1000 GRW - ETF 0.0%
Value ($000) $12 Shares 50 Est. Cost $111.27 Unrealized
SRPT SAREPTA THERAPEUTICS INC COM 0.0%
Value ($000) $12 Shares 162 Est. Cost $114.31 Unrealized -19.3%
SKT TANGER FACTORY OUTLET CTRS ICOM 0.0%
Value ($000) $12 Shares 800 Est. Cost $22.50 Unrealized
APTIV PLC SHS 0.0%
Value ($000) $12 Shares 88 Est. Cost $90.91 Unrealized
TFC TRUIST FINL CORP COM 0.0%
Value ($000) $11 Shares 186 Est. Cost $40.38 Unrealized +7.9%
MINT PIMCO ETF TR ENHAN SHRT MA AC 0.0%
Value ($000) $11 Shares 110 Est. Cost $100.00 Unrealized
WAB WABTEC CORP 0.0%
Value ($000) $10 Shares 126 Est. Cost $66.35 Unrealized +13.8%
MGK VANGUARD WORLD FD MEGA GRWTH IND 0.0%
Value ($000) $10 Shares 50 Est. Cost $200.00 Unrealized
PENN PENN NATL GAMING INC COM 0.0%
Value ($000) $10 Shares 100 Est. Cost $22.21 Unrealized +398.6%
EA ELECTRONIC ARTS INC COM 0.0%
Value ($000) $10 Shares 71 Est. Cost $132.53 Unrealized +1.8%
ALGN ALIGN TECHNOLOGY INC COM 0.0%
Value ($000) $10 Shares 18 Est. Cost $449.62 Unrealized +22.9%
LINDE PLC SHS 0.0%
Value ($000) $10 Shares 34 Est. Cost $172.58 Unrealized
ENB ENBRIDGE INC 0.0%
Value ($000) $9 Shares 246 Est. Cost $23.34 Unrealized +9.5%
IJJ ISHARES MIDCAP 400 VALUE ETF 0.0%
Value ($000) $9 Shares 88 Est. Cost $117.63 Unrealized
DG DOLLAR GENERAL CORP NEW 0.0%
Value ($000) $9 Shares 43 Est. Cost $198.05 Unrealized -6.9%
AMP AMERIPRISE FINL INC COM 0.0%
Value ($000) $9 Shares 40 Est. Cost $102.81 Unrealized +95.4%
SYY SYSCO CORP COM 0.0%
Value ($000) $9 Shares 113 Est. Cost $50.42 Unrealized +35.0%
JCI JOHNSON CTLS INTL PLC SHS 0.0%
Value ($000) $9 Shares 154 Est. Cost $38.23 Unrealized +30.7%
VMBS VANGUARD SCOTTSDALE FDS MORTG-BACK SEC 0.0%
Value ($000) $9 Shares 176 Est. Cost $56.82 Unrealized
DISCOVER FINL SVCS COM 0.0%
Value ($000) $9 Shares 99 Est. Cost $66.56 Unrealized
MNST MONSTER BEVERAGE CORP NEW COM 0.0%
Value ($000) $9 Shares 100 Est. Cost $39.50 Unrealized +13.4%
BLV VANGUARD BD IND FD - ETF 0.0%
Value ($000) $8 Shares 78 Est. Cost $115.38 Unrealized
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $8 Shares 195 Est. Cost $49.59 Unrealized -42.3%
IT GARTNER INC COM 0.0%
Value ($000) $8 Shares 43 Est. Cost $144.06 Unrealized +20.7%
BIV VANGUARD BD IND INT ETF 0.0%
Value ($000) $8 Shares 94 Est. Cost $95.74 Unrealized
HRL HORMEL FOODS 0.0%
Value ($000) $8 Shares 164 Est. Cost $27.60 Unrealized +48.6%
TROW PRICE T ROWE & ASSOCIATES COM 0.0%
Value ($000) $8 Shares 44 Est. Cost $104.97 Unrealized +25.7%
AEP AMERICAN ELEC PWR INC COM 0.0%
Value ($000) $8 Shares 95 Est. Cost $63.69 Unrealized +6.0%
REGN REGENERON PHARMACEUTICALS COM 0.0%
Value ($000) $7 Shares 15 Est. Cost $536.82 Unrealized -9.8%
FRCB FIRST REP BK SAN FRANCISCO CCOM 0.0%
Value ($000) $7 Shares 40 Est. Cost $128.36 Unrealized +24.6%
FCX FREEPORT-MCMORAN INC CL B 0.0%
Value ($000) $7 Shares 200 Est. Cost $10.12 Unrealized +199.9%
LVS LAS VEGAS SANDS CORP COM 0.0%
Value ($000) $6 Shares 100 Est. Cost $56.82 Unrealized -1.6%
RUN SUNRUN INC COM 0.0%
Value ($000) $6 Shares 100 Est. Cost $16.41 Unrealized +323.3%
UNILEVER PLC AMER SHS ADR 0.0%
Value ($000) $6 Shares 100 Est. Cost $53.24 Unrealized
ACTIVISION BLIZZARD INC 0.0%
Value ($000) $6 Shares 61 Est. Cost $50.70 Unrealized
MSCI MSCI INC CL A 0.0%
Value ($000) $6 Shares 14 Est. Cost $372.43 Unrealized +7.3%
XLU SECTOR SPDR TRUST - ETF 0.0%
Value ($000) $6 Shares 100 Est. Cost $58.92 Unrealized
SLYV SPDR SER TR S&P 600 SMCP VAL 0.0%
Value ($000) $6 Shares 75 Est. Cost $76.55 Unrealized
MTB M&T BANK CORPORATION 0.0%
Value ($000) $6 Shares 38 Est. Cost $135.08 Unrealized -6.6%
CEF SPROTT PHYSICAL GOLD & SILVETR UNIT 0.0%
Value ($000) $6 Shares 360 Est. Cost $19.44 Unrealized
MGM MGM MIRAGE 0.0%
Value ($000) $6 Shares 165 Est. Cost $25.54 Unrealized +36.6%
KMX CARMAX INC 0.0%
Value ($000) $5 Shares 40 Est. Cost $93.77 Unrealized +29.8%
GLPI GAMING & LEISURE PPTYS INC COM 0.0%
Value ($000) $5 Shares 123 Est. Cost $32.68 Unrealized
LEA LEAR CORP 0.0%
Value ($000) $5 Shares 26 Est. Cost $109.43 Unrealized +37.7%
USX-U S STL COM 0.0%
Value ($000) $5 Shares 200 Est. Cost $5.00 Unrealized
FE FIRSTENERGY CORP COM 0.0%
Value ($000) $5 Shares 151 Est. Cost $34.95 Unrealized -23.4%
ALL ALLSTATE CORP COM 0.0%
Value ($000) $5 Shares 44 Est. Cost $71.44 Unrealized +36.8%
EATON VANCE TAX MANAGED 0.0%
Value ($000) $5 Shares 300 Est. Cost $13.33 Unrealized
NXPI NXP SEMICONDUCTORS N V COM 0.0%
Value ($000) $5 Shares 23 Est. Cost $134.81 Unrealized +24.2%
BB BLACKBERRY LTD COM 0.0%
Value ($000) $5 Shares 609 Est. Cost $5.92 Unrealized +89.6%
IDA IDACORP INC COM 0.0%
Value ($000) $5 Shares 50 Est. Cost $48.08 Unrealized +90.2%
IR INGERSOLL RAND INC COM 0.0%
Value ($000) $4 Shares 87 Est. Cost $34.35 Unrealized +34.0%
EOG EOG RES INC COM 0.0%
Value ($000) $4 Shares 57 Est. Cost $48.19 Unrealized +4.6%
AGG ISHARES TR CORE US AGGBD ET 0.0%
Value ($000) $4 Shares 31 Est. Cost $129.03 Unrealized
HESS CORP COM 0.0%
Value ($000) $4 Shares 60 Est. Cost $54.71 Unrealized
VLO VALERO ENERGY CORP NEW COM 0.0%
Value ($000) $3 Shares 46 Est. Cost $42.61 Unrealized +34.2%
TAP MOLSON COORS BREWING CO CL B 0.0%
Value ($000) $3 Shares 50 Est. Cost $43.72 Unrealized -3.3%
AEM AGNICO EAGLE MINES LTD COM NEW ADR 0.0%
Value ($000) $3 Shares 60 Est. Cost $65.59 Unrealized -12.8%
MPC MARATHON PETE CORP COM 0.0%
Value ($000) $3 Shares 51 Est. Cost $30.50 Unrealized +46.3%
XLRE SELECT SECTOR SPDR TR RL EST SEL SEC 0.0%
Value ($000) $2 Shares 53 Est. Cost $35.27 Unrealized
BSX BOSTON SCIENTIFIC CORP COM 0.0%
Value ($000) $2 Shares 53 Est. Cost $36.04 Unrealized +5.0%
OC OWENS CORNING NEW COM 0.0%
Value ($000) $2 Shares 22 Est. Cost $72.87 Unrealized +15.0%
CTVA CORTEVA INC COM 0.0%
Value ($000) $2 Shares 42 Est. Cost $24.93 Unrealized +68.1%
SU SUNCOR ENERGY INC NEW 0.0%
Value ($000) $2 Shares 113 Est. Cost $12.03 Unrealized +34.7%
KODK EASTMAN KODAK CO COM NEW 0.0%
Value ($000) $1 Shares 100 Est. Cost $7.81 Unrealized +16.6%
NOK NOKIA CORP PFD SPONS ADR 0.0%
Value ($000) $1 Shares 200 Est. Cost $5.45 Unrealized
OXY OCCIDENTAL PETE CORP DEL COM 0.0%
Value ($000) $1 Shares 22 Est. Cost $55.70 Unrealized -57.7%
BHF BRIGHTHOUSE FINL INC COM 0.0%
Value ($000) $1 Shares 15 Est. Cost $40.65 Unrealized +1.1%
CC CHEMOURS CO COM 0.0%
Value ($000) $1 Shares 20 Est. Cost $8.68 Unrealized +157.6%
OXY/WS OCCIDENTAL PETE CORP W EXP 99/99/9999 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
AURORA CANNABIS INC COM 0.0%
Value ($000) $0 Shares 32 Est. Cost Unrealized
DXC DXC TECHNOLOGY CO COM 0.0%
Value ($000) $0 Shares 12 Est. Cost $27.43 Unrealized 0.0%