TOMPKINS FINANCIAL CORP Diversified Active

CIK: 0001005817 · Show all filings

Period: Q4 2022 (← Previous) (Next →)

Filing Date: Jan 6, 2023

Total Value ($000): $633 (100.0% shares, 0.0% debt)

Holdings (617)

TMP Tompkins Financial Corp 14.5%
Value ($000) $92 Shares 1,184,570 Est. Cost $61.21 Unrealized +13.9%
MSFT MICROSOFT CORP 4.5%
Value ($000) $28 Shares 118,824 Est. Cost $94.00 Unrealized +149.0%
AAPL Apple Inc 4.5%
Value ($000) $28 Shares 219,234 Est. Cost $89.27 Unrealized +57.6%
XSOE WisdomTree Asset Management Inc 2.7%
Value ($000) $17 Shares 640,600 Est. Cost $28.25 Unrealized
XOM Exxon Mobil Corp 2.3%
Value ($000) $14 Shares 130,460 Est. Cost $52.39 Unrealized +83.8%
LLY Eli Lilly & Co 2.2%
Value ($000) $14 Shares 37,391 Est. Cost $67.50 Unrealized +412.3%
IJH Voya Investments LLC 2.1%
Value ($000) $14 Shares 56,045 Est. Cost $13863.58 Unrealized
VEA Vanguard ETF/USA 2.0%
Value ($000) $13 Shares 304,449 Est. Cost $40.25 Unrealized
MCD MCDONALD'S CORP 1.7%
Value ($000) $11 Shares 41,082 Est. Cost $127.13 Unrealized +92.9%
WMT Walmart Inc 1.7%
Value ($000) $11 Shares 74,163 Est. Cost $32.75 Unrealized +39.4%
HD Home Depot Inc/The 1.5%
Value ($000) $10 Shares 30,747 Est. Cost $105.38 Unrealized +166.8%
PEP PEPSICO INC 1.5%
Value ($000) $10 Shares 53,208 Est. Cost $83.60 Unrealized +92.5%
JPM JPMorgan Chase & Co 1.5%
Value ($000) $10 Shares 71,306 Est. Cost $59.92 Unrealized +96.4%
AJG Arthur J Gallagher & Co 1.5%
Value ($000) $10 Shares 50,706 Est. Cost $53.30 Unrealized +240.7%
ABT Abbott Laboratories 1.5%
Value ($000) $10 Shares 86,992 Est. Cost $80.19 Unrealized +21.7%
MRK Merck & Co Inc 1.5%
Value ($000) $10 Shares 85,790 Est. Cost $48.83 Unrealized +90.0%
CSCO CISCO SYSTEMS 1.4%
Value ($000) $9 Shares 183,483 Est. Cost $28.90 Unrealized +43.5%
HON Honeywell International Inc 1.3%
Value ($000) $9 Shares 39,697 Est. Cost $106.54 Unrealized +67.8%
WM WASTE MANAGEMENT 1.3%
Value ($000) $8 Shares 52,711 Est. Cost $60.37 Unrealized +153.7%
DHR Danaher Corp 1.2%
Value ($000) $8 Shares 29,284 Est. Cost $96.37 Unrealized +136.7%
PG Procter & Gamble Co/The 1.2%
Value ($000) $8 Shares 50,750 Est. Cost $122.43 Unrealized +6.0%
AMGN Amgen Inc 1.2%
Value ($000) $8 Shares 28,579 Est. Cost $133.25 Unrealized +82.2%
TJX TJX Cos Inc/The 1.2%
Value ($000) $7 Shares 92,282 Est. Cost $39.65 Unrealized +78.3%
VZ VERIZON COMMUN 1.2%
Value ($000) $7 Shares 185,637 Est. Cost $35.59 Unrealized -13.6%
UPS UTD PARCEL SERV 1.1%
Value ($000) $7 Shares 39,391 Est. Cost $96.03 Unrealized +54.1%
MA MASTERCARD INC 1.1%
Value ($000) $7 Shares 19,363 Est. Cost $195.51 Unrealized +65.4%
DUK DUKE ENERGY CORP 1.1%
Value ($000) $7 Shares 65,246 Est. Cost $62.00 Unrealized +36.8%
BlackRock Inc 1.1%
Value ($000) $7 Shares 9,398 Est. Cost $6023.20 Unrealized
COST Costco Wholesale Corp 1.0%
Value ($000) $7 Shares 14,469 Est. Cost $165.47 Unrealized +183.3%
PEG Public Service Enterprise Grou 1.0%
Value ($000) $6 Shares 103,611 Est. Cost $33.47 Unrealized +55.7%
BRK/B Berkshire Hathaway Inc 1.0%
Value ($000) $6 Shares 20,140 Est. Cost $201.65 Unrealized +47.3%
GOOGL ALPHABET INC 1.0%
Value ($000) $6 Shares 69,931 Est. Cost $107.64 Unrealized -12.4%
BND Vanguard ETF/USA 1.0%
Value ($000) $6 Shares 85,771 Est. Cost $81.33 Unrealized
SUSA Cohen & Steers Capital Management Inc 1.0%
Value ($000) $6 Shares 74,382 Est. Cost $91.77 Unrealized
JNJ Johnson & Johnson 1.0%
Value ($000) $6 Shares 34,614 Est. Cost $125.00 Unrealized +25.7%
KMB KIMBERLY-CLARK CP 0.9%
Value ($000) $6 Shares 41,965 Est. Cost $86.81 Unrealized +29.9%
GD GEN DYNAMICS CORP 0.9%
Value ($000) $6 Shares 22,686 Est. Cost $124.51 Unrealized +83.8%
ABBV AbbVie Inc 0.9%
Value ($000) $6 Shares 34,466 Est. Cost $109.57 Unrealized +25.2%
AWK American Water Works Co Inc 0.8%
Value ($000) $5 Shares 35,279 Est. Cost $108.02 Unrealized +24.8%
PSA Public Storage 0.8%
Value ($000) $5 Shares 18,056 Est. Cost $191.83 Unrealized +33.7%
AMZN Amazon.com Inc 0.8%
Value ($000) $5 Shares 57,978 Est. Cost $123.13 Unrealized -19.8%
ACN Accenture PLC 0.7%
Value ($000) $4 Shares 16,426 Est. Cost $103.50 Unrealized +155.1%
PGX Invesco Capital Management LLC 0.7%
Value ($000) $4 Shares 391,726 Est. Cost $14.53 Unrealized
ISRG Intuitive Surgical Inc 0.6%
Value ($000) $4 Shares 15,232 Est. Cost $302.33 Unrealized -19.3%
USMV BlackRock Fund Advisors 0.6%
Value ($000) $4 Shares 55,901 Est. Cost $473.73 Unrealized
SYK Stryker Corp 0.6%
Value ($000) $4 Shares 16,242 Est. Cost $116.08 Unrealized +89.3%
ADBE Adobe Inc 0.6%
Value ($000) $4 Shares 11,687 Est. Cost $371.28 Unrealized -13.9%
IBM IBM 0.6%
Value ($000) $4 Shares 27,422 Est. Cost $111.32 Unrealized +10.5%
VOO VANGUARD 0.6%
Value ($000) $4 Shares 10,984 Est. Cost $273.44 Unrealized
NVDA NVIDIA Corp 0.6%
Value ($000) $4 Shares 25,426 Est. Cost $15.60 Unrealized -6.1%
PYPL PayPal Holdings Inc 0.6%
Value ($000) $4 Shares 49,363 Est. Cost $69.71 Unrealized +14.6%
RWL Invesco Capital Management LLC 0.5%
Value ($000) $3 Shares 45,288 Est. Cost $53.87 Unrealized
SBUX STARBUCKS CORP 0.5%
Value ($000) $3 Shares 32,306 Est. Cost $55.01 Unrealized +59.2%
KO Coca-Cola Co/The 0.5%
Value ($000) $3 Shares 47,767 Est. Cost $52.00 Unrealized +5.6%
ICE INTERCONTINENTAL EXCHANGE 0.5%
Value ($000) $3 Shares 28,903 Est. Cost $71.84 Unrealized +33.0%
ESGE BlackRock Fund Advisors 0.4%
Value ($000) $3 Shares 91,805 Est. Cost $40.91 Unrealized
ADP AUTOMATIC DATA PROCESSING 0.4%
Value ($000) $3 Shares 11,298 Est. Cost $126.60 Unrealized +80.9%
IEMG BlackRock Advisors LLC 0.4%
Value ($000) $3 Shares 54,741 Est. Cost $51.97 Unrealized
CWST Casella Waste Systems Inc 0.4%
Value ($000) $3 Shares 31,704 Est. Cost $83.82 Unrealized -4.2%
BlackRock Fund Advisors 0.4%
Value ($000) $2 Shares 98,920 Est. Cost $25.09 Unrealized
IWO BlackRock Fund Advisors 0.4%
Value ($000) $2 Shares 10,991 Est. Cost $17061.99 Unrealized
SPY State Street ETF/USA 0.4%
Value ($000) $2 Shares 6,117 Est. Cost $398.14 Unrealized
VTIP VANGUARD ETF/USA 0.4%
Value ($000) $2 Shares 48,392 Est. Cost $50.13 Unrealized
iShares ETFs/USA 0.3%
Value ($000) $2 Shares 89,990 Est. Cost $24.75 Unrealized
NBTB NBT Bancorp Inc 0.3%
Value ($000) $2 Shares 49,301 Est. Cost $21.02 Unrealized +109.8%
PFE Pfizer Inc 0.3%
Value ($000) $2 Shares 40,420 Est. Cost $33.44 Unrealized +20.2%
AGG iShares ETFs/USA 0.3%
Value ($000) $2 Shares 19,504 Est. Cost $28.66 Unrealized
CVX Chevron Corp 0.3%
Value ($000) $2 Shares 9,929 Est. Cost $98.88 Unrealized +55.0%
EMR EMERSON ELECTRIC 0.3%
Value ($000) $2 Shares 18,301 Est. Cost $66.37 Unrealized +27.4%
VB Vanguard ETF/USA 0.3%
Value ($000) $2 Shares 9,558 Est. Cost $169.34 Unrealized
INTC Intel Corp 0.2%
Value ($000) $2 Shares 57,164 Est. Cost $33.03 Unrealized -19.3%
T AT&T INC 0.2%
Value ($000) $1 Shares 80,170 Est. Cost $14.87 Unrealized +1.6%
SHY ISHARES TRUST 0.2%
Value ($000) $1 Shares 17,241 Est. Cost $84.01 Unrealized
DVY ISHARES 0.2%
Value ($000) $1 Shares 11,068 Est. Cost $107.93 Unrealized
EFAV ISHARES TR 0.2%
Value ($000) $1 Shares 20,672 Est. Cost $69.08 Unrealized
IVV ISHARES 0.2%
Value ($000) $1 Shares 3,374 Est. Cost $428.11 Unrealized
TMO Thermo Fisher Scientific Inc 0.2%
Value ($000) $1 Shares 2,343 Est. Cost $147.72 Unrealized +255.4%
WBS Webster Financial Corp 0.2%
Value ($000) $1 Shares 25,162 Est. Cost $59.37 Unrealized -15.6%
LOW LOWE'S COS INC 0.2%
Value ($000) $1 Shares 5,692 Est. Cost $56.67 Unrealized +232.0%
VOOG Vanguard ETF/USA 0.2%
Value ($000) $1 Shares 5,370 Est. Cost $114.23 Unrealized
BMY BRISTOL-MYRS SQUIB 0.2%
Value ($000) $1 Shares 15,075 Est. Cost $47.88 Unrealized +36.2%
VTI VANGUARD ETF/USA 0.2%
Value ($000) $1 Shares 5,476 Est. Cost $214.99 Unrealized
XLK SELECT SECTOR SPDR 0.2%
Value ($000) $1 Shares 8,266 Est. Cost $156.98 Unrealized
IJR BlackRock Advisors LLC 0.2%
Value ($000) $1 Shares 10,792 Est. Cost $4865.11 Unrealized
MMM 3M Co 0.2%
Value ($000) $1 Shares 8,428 Est. Cost $103.27 Unrealized -12.2%
EFA BlackRock Fund Advisors 0.2%
Value ($000) $1 Shares 15,124 Est. Cost $713.97 Unrealized
MUB ISHARES/USA 0.2%
Value ($000) $1 Shares 9,376 Est. Cost $108.21 Unrealized
DIA SPDR DOW JONES IND 0.1%
Value ($000) $1 Shares 2,685 Est. Cost $346.74 Unrealized
MDY STATE STREET ETF/USA 0.1%
Value ($000) $1 Shares 1,904 Est. Cost $488.73 Unrealized
GLW CORNING INC 0.1%
Value ($000) $1 Shares 26,198 Est. Cost $30.13 Unrealized -1.3%
SUB BlackRock Fund Advisors 0.1%
Value ($000) $1 Shares 8,022 Est. Cost $0.10 Unrealized
CVS CVS Health Corp 0.1%
Value ($000) $1 Shares 8,852 Est. Cost $83.81 Unrealized +2.5%
VNQ Vanguard ETF/USA 0.1%
Value ($000) $1 Shares 9,810 Est. Cost $5793.44 Unrealized
LQD ISHARES 0.1%
Value ($000) $1 Shares 7,402 Est. Cost $128.91 Unrealized
UNH UnitedHealth Group Inc 0.1%
Value ($000) $1 Shares 1,437 Est. Cost $456.33 Unrealized +9.7%
PHYS SPROTT ASSET MANAGEMENT LP/CAN 0.1%
Value ($000) $1 Shares 53,400 Est. Cost $15.10 Unrealized
GOOG Alphabet Inc 0.1%
Value ($000) $1 Shares 8,423 Est. Cost $105.61 Unrealized -10.3%
CEF Sprott Asset Management CEFs 0.1%
Value ($000) $1 Shares 41,300 Est. Cost $19.37 Unrealized
COP CONOCOPHILLIPS 0.1%
Value ($000) $1 Shares 6,179 Est. Cost $66.65 Unrealized +64.1%
PM PHILIP MORRIS INTL 0.1%
Value ($000) $1 Shares 7,208 Est. Cost $75.49 Unrealized +7.7%
GSLC Goldman Sachs Asset Management LP 0.1%
Value ($000) $1 Shares 9,581 Est. Cost $52.07 Unrealized
NKE NIKE INC 0.1%
Value ($000) $1 Shares 6,169 Est. Cost $52.45 Unrealized +81.7%
CLX Clorox Co/The 0.1%
Value ($000) $1 Shares 5,081 Est. Cost $132.57 Unrealized -3.6%
DIS Walt Disney Co/The 0.1%
Value ($000) $1 Shares 7,866 Est. Cost $111.56 Unrealized -16.2%
CAT Caterpillar Inc 0.1%
Value ($000) $1 Shares 2,804 Est. Cost $183.86 Unrealized +12.4%
ORCL ORACLE CORP 0.1%
Value ($000) $1 Shares 8,209 Est. Cost $31.53 Unrealized +132.2%
SYY Sysco Corp 0.1%
Value ($000) $1 Shares 8,700 Est. Cost $72.36 Unrealized +2.2%
PAYX Paychex Inc 0.1%
Value ($000) $1 Shares 5,645 Est. Cost $85.77 Unrealized +24.3%
NEE NEXTERA ENERGY 0.1%
Value ($000) $1 Shares 7,724 Est. Cost $68.17 Unrealized +8.3%
IWM ISHARES 0.1%
Value ($000) $1 Shares 3,609 Est. Cost $192.65 Unrealized
RTX Raytheon Technologies Corp 0.1%
Value ($000) $1 Shares 5,849 Est. Cost $69.65 Unrealized +25.8%
SDY SSGA Funds Management Inc 0.1%
Value ($000) $1 Shares 4,708 Est. Cost $55.72 Unrealized
PSLV Sprott Asset Management CEFs 0.1%
Value ($000) $1 Shares 71,000 Est. Cost $8.58 Unrealized
QQQ Invesco Capital Management LLC 0.1%
Value ($000) $1 Shares 2,101 Est. Cost $329.12 Unrealized
IEFA ISHARES 0.1%
Value ($000) $1 Shares 9,057 Est. Cost $66.13 Unrealized
TXN TEXAS INSTRUMENTS 0.1%
Value ($000) $1 Shares 3,354 Est. Cost $59.63 Unrealized +154.7%
MCHP Microchip Technology Inc 0.1%
Value ($000) $1 Shares 7,738 Est. Cost $51.16 Unrealized +24.9%
GS GOLDMAN SACHS GRP 0.1%
Value ($000) $1 Shares 1,494 Est. Cost $262.18 Unrealized +22.6%
GE General Electric Co 0.1%
Value ($000) $1 Shares 6,079 Est. Cost $56.51 Unrealized -14.4%
APD Air Products and Chemicals Inc 0.1%
Value ($000) $0 Shares 1,616 Est. Cost $231.20 Unrealized +12.2%
ETN Eaton Corp PLC 0.1%
Value ($000) $0 Shares 3,124 Est. Cost $147.16 Unrealized -0.1%
PNC PNC Financial Services Group I 0.1%
Value ($000) $0 Shares 3,053 Est. Cost $173.36 Unrealized -19.7%
AXP AMER EXPRESS CO 0.1%
Value ($000) $0 Shares 3,216 Est. Cost $86.76 Unrealized +64.1%
HSY Hershey Co/The 0.1%
Value ($000) $0 Shares 2,036 Est. Cost $126.61 Unrealized +67.5%
TGT Target Corp 0.1%
Value ($000) $0 Shares 3,090 Est. Cost $144.72 Unrealized -2.6%
ITW ILLINOIS TOOL WKS 0.1%
Value ($000) $0 Shares 2,037 Est. Cost $189.71 Unrealized +4.1%
AZO AutoZone Inc 0.1%
Value ($000) $0 Shares 179 Est. Cost $1467.05 Unrealized +64.7%
IJS ISHARES 0.1%
Value ($000) $0 Shares 4,787 Est. Cost $27221.67 Unrealized
VO Vanguard ETF/USA 0.1%
Value ($000) $0 Shares 2,123 Est. Cost $151.07 Unrealized
IXN ISHARES TRUST 0.1%
Value ($000) $0 Shares 9,360 Est. Cost $51.82 Unrealized
CMCSA Comcast Corp 0.1%
Value ($000) $0 Shares 11,939 Est. Cost $39.11 Unrealized -23.2%
SCHW Charles Schwab Corp/The 0.1%
Value ($000) $0 Shares 4,935 Est. Cost $37.14 Unrealized +99.8%
DE DEERE & CO 0.1%
Value ($000) $0 Shares 956 Est. Cost $363.01 Unrealized +7.1%
ASH Ashland Inc 0.1%
Value ($000) $0 Shares 3,442 Est. Cost $89.05 Unrealized +10.7%
IWR BlackRock Advisors LLC 0.1%
Value ($000) $0 Shares 5,410 Est. Cost $81.38 Unrealized
CL COLGATE-PALMOLIVE 0.1%
Value ($000) $0 Shares 4,500 Est. Cost $60.03 Unrealized +16.2%
GIS General Mills Inc 0.1%
Value ($000) $0 Shares 4,115 Est. Cost $55.68 Unrealized +31.0%
UNP Union Pacific Corp 0.1%
Value ($000) $0 Shares 1,652 Est. Cost $156.30 Unrealized +21.7%
FCG First Trust Advisors LP 0.1%
Value ($000) $0 Shares 13,960 Est. Cost $24.36 Unrealized
V VISA INC 0.1%
Value ($000) $0 Shares 1,627 Est. Cost $109.45 Unrealized +80.0%
MO Altria Group Inc 0.1%
Value ($000) $0 Shares 7,312 Est. Cost $33.50 Unrealized +4.6%
IVW ISHARES 0.1%
Value ($000) $0 Shares 5,512 Est. Cost $83.10 Unrealized
VVV Valvoline Inc 0.0%
Value ($000) $0 Shares 9,444 Est. Cost $32.67 Unrealized -7.4%
IXJ ISHARES 0.0%
Value ($000) $0 Shares 3,600 Est. Cost $87.50 Unrealized
D DOMINION RES(VIR) 0.0%
Value ($000) $0 Shares 4,954 Est. Cost $57.94 Unrealized -7.4%
GWW WW Grainger Inc 0.0%
Value ($000) $0 Shares 539 Est. Cost $202.10 Unrealized +171.4%
LMT Lockheed Martin Corp 0.0%
Value ($000) $0 Shares 615 Est. Cost $292.29 Unrealized +45.9%
MDLZ Kraft Foods Inc 0.0%
Value ($000) $0 Shares 4,394 Est. Cost $50.43 Unrealized +15.0%
AVGO Broadcom Inc 0.0%
Value ($000) $0 Shares 515 Est. Cost $21.10 Unrealized +125.6%
LHX L3Harris Technologies Inc 0.0%
Value ($000) $0 Shares 1,289 Est. Cost $191.75 Unrealized +10.0%
BAC BK OF AMERICA CORP 0.0%
Value ($000) $0 Shares 7,974 Est. Cost $39.14 Unrealized -19.0%
FDX FEDEX CORP 0.0%
Value ($000) $0 Shares 1,487 Est. Cost $193.98 Unrealized -20.1%
MET MetLife Inc 0.0%
Value ($000) $0 Shares 3,400 Est. Cost $44.69 Unrealized +45.7%
IXC ISHARES 0.0%
Value ($000) $0 Shares 6,300 Est. Cost $36.19 Unrealized
NVS Novartis AG 0.0%
Value ($000) $0 Shares 2,694 Est. Cost $85.09 Unrealized
HWM Howmet Aerospace Inc 0.0%
Value ($000) $0 Shares 6,100 Est. Cost $33.73 Unrealized +7.0%
GSIE Goldman Sachs Asset Management LP 0.0%
Value ($000) $0 Shares 8,316 Est. Cost $28.44 Unrealized
Laboratory Corp of America Hol 0.0%
Value ($000) $0 Shares 1,000 Est. Cost $264.00 Unrealized
HIG Hartford Financial Services Gr 0.0%
Value ($000) $0 Shares 3,028 Est. Cost $53.91 Unrealized +25.5%
RY Royal Bank of Canada 0.0%
Value ($000) $0 Shares 2,400 Est. Cost $112.12 Unrealized -15.8%
SLB Schlumberger Ltd 0.0%
Value ($000) $0 Shares 4,200 Est. Cost $35.08 Unrealized +31.3%
PPG PPG Industries Inc 0.0%
Value ($000) $0 Shares 1,784 Est. Cost $131.06 Unrealized -12.7%
WEC WEC Energy Group Inc 0.0%
Value ($000) $0 Shares 2,386 Est. Cost $83.64 Unrealized -1.1%
QCOM QUALCOMM Inc 0.0%
Value ($000) $0 Shares 2,025 Est. Cost $144.14 Unrealized -24.5%
CRM SALESFORCE.COM INC 0.0%
Value ($000) $0 Shares 1,661 Est. Cost $106.15 Unrealized +35.8%
OEF ISHARES 0.0%
Value ($000) $0 Shares 1,259 Est. Cost $172.36 Unrealized
EOG EOG Resources Inc 0.0%
Value ($000) $0 Shares 1,660 Est. Cost $92.62 Unrealized +27.2%
F Ford Motor Co 0.0%
Value ($000) $0 Shares 18,408 Est. Cost $10.48 Unrealized -3.9%
AFL Aflac Inc 0.0%
Value ($000) $0 Shares 2,974 Est. Cost $43.42 Unrealized +43.9%
PPL PPL Corp 0.0%
Value ($000) $0 Shares 7,327 Est. Cost $24.66 Unrealized -0.0%
BNS BK OF NOVA SCOTIA 0.0%
Value ($000) $0 Shares 4,300 Est. Cost $54.66 Unrealized -24.0%
VHT Vanguard ETF/USA 0.0%
Value ($000) $0 Shares 847 Est. Cost $212.43 Unrealized
ADM Archer-Daniels-Midland Co 0.0%
Value ($000) $0 Shares 2,241 Est. Cost $69.63 Unrealized +20.1%
CTSH COGNIZANT TECHNOLO 0.0%
Value ($000) $0 Shares 3,507 Est. Cost $41.73 Unrealized +33.5%
IJK BlackRock Advisors LLC 0.0%
Value ($000) $0 Shares 2,929 Est. Cost $94.49 Unrealized
VGK VANGUARD INTL EQUI 0.0%
Value ($000) $0 Shares 3,530 Est. Cost $55.16 Unrealized
IGE BlackRock Fund Advisors 0.0%
Value ($000) $0 Shares 4,800 Est. Cost $40.42 Unrealized
MPC Marathon Petroleum Corp 0.0%
Value ($000) $0 Shares 1,675 Est. Cost $68.49 Unrealized +55.4%
IWN ISHARES 0.0%
Value ($000) $0 Shares 1,400 Est. Cost $86.27 Unrealized
YUM YUM BRANDS INC 0.0%
Value ($000) $0 Shares 1,500 Est. Cost $114.39 Unrealized -0.3%
ECL ECOLAB INC 0.0%
Value ($000) $0 Shares 1,300 Est. Cost $108.20 Unrealized +31.1%
HRL Hormel Foods Corp 0.0%
Value ($000) $0 Shares 4,104 Est. Cost $42.77 Unrealized -2.0%
EEM ISHARES TR 0.0%
Value ($000) $0 Shares 4,897 Est. Cost $5182.16 Unrealized
SHEL Shell PLC 0.0%
Value ($000) $0 Shares 3,230 Est. Cost $52.32 Unrealized
VDE Vanguard ETF/USA 0.0%
Value ($000) $0 Shares 1,500 Est. Cost $107.33 Unrealized
OMC Omnicom Group Inc 0.0%
Value ($000) $0 Shares 2,227 Est. Cost $70.01 Unrealized -4.7%
VLY Valley National Bancorp 0.0%
Value ($000) $0 Shares 16,075 Est. Cost $11.53 Unrealized +2.1%
TSLA Tesla Inc 0.0%
Value ($000) $0 Shares 1,446 Est. Cost $275.64 Unrealized -31.3%
SO Southern Co/The 0.0%
Value ($000) $0 Shares 2,455 Est. Cost $49.42 Unrealized +20.6%
CHD Church & Dwight Co Inc 0.0%
Value ($000) $0 Shares 2,176 Est. Cost $44.65 Unrealized +65.6%
SRE SEMPRA ENERGY 0.0%
Value ($000) $0 Shares 1,133 Est. Cost $63.84 Unrealized +9.4%
PFG Principal Financial Group Inc 0.0%
Value ($000) $0 Shares 2,080 Est. Cost $62.90 Unrealized +21.8%
ED Consolidated Edison Inc 0.0%
Value ($000) $0 Shares 1,808 Est. Cost $75.59 Unrealized +8.0%
BAX BAXTER INTL INC 0.0%
Value ($000) $0 Shares 3,356 Est. Cost $43.67 Unrealized +13.7%
RIO Rio Tinto PLC 0.0%
Value ($000) $0 Shares 2,400 Est. Cost $80.42 Unrealized
DKS Dick's Sporting Goods Inc 0.0%
Value ($000) $0 Shares 1,400 Est. Cost $100.28 Unrealized +4.0%
ES Eversource Energy 0.0%
Value ($000) $0 Shares 2,005 Est. Cost $68.98 Unrealized +0.0%
NWFL Norwood Financial Corp 0.0%
Value ($000) $0 Shares 5,000 Est. Cost $26.23 Unrealized +15.3%
FE FirstEnergy Corp 0.0%
Value ($000) $0 Shares 3,937 Est. Cost $36.08 Unrealized -4.8%
CHE Chemed Corp 0.0%
Value ($000) $0 Shares 323 Est. Cost $94.22 Unrealized +411.0%
MAS Masco Corp 0.0%
Value ($000) $0 Shares 3,500 Est. Cost $55.17 Unrealized -17.5%
WTRG Essential Utilities Inc 0.0%
Value ($000) $0 Shares 3,419 Est. Cost $47.18 Unrealized -4.1%
PSX Phillips 66 0.0%
Value ($000) $0 Shares 1,544 Est. Cost $72.89 Unrealized +25.4%
SWK Stanley Black & Decker Inc 0.0%
Value ($000) $0 Shares 2,130 Est. Cost $116.62 Unrealized -40.9%
SNA Snap-on Inc 0.0%
Value ($000) $0 Shares 700 Est. Cost $190.45 Unrealized +9.3%
TRV TRAVELERS CO INC 0.0%
Value ($000) $0 Shares 852 Est. Cost $106.45 Unrealized +59.1%
WFC WELLS FARGO & CO 0.0%
Value ($000) $0 Shares 3,820 Est. Cost $42.11 Unrealized -3.0%
META FACEBOOK INC 0.0%
Value ($000) $0 Shares 1,311 Est. Cost $152.05 Unrealized -23.3%
EXC Exelon Corp 0.0%
Value ($000) $0 Shares 3,633 Est. Cost $35.41 Unrealized -0.6%
XLE SELECT SECTOR SPDR 0.0%
Value ($000) $0 Shares 1,800 Est. Cost $76.67 Unrealized
IYK Cohen & Steers Capital Management Inc 0.0%
Value ($000) $0 Shares 775 Est. Cost $179.35 Unrealized
EVRG Evergy Inc 0.0%
Value ($000) $0 Shares 2,484 Est. Cost $50.60 Unrealized +3.8%
BA BOEING CO 0.0%
Value ($000) $0 Shares 811 Est. Cost $202.00 Unrealized -19.0%
VIG VANGUARD ETF/USA 0.0%
Value ($000) $0 Shares 1,008 Est. Cost $122.39 Unrealized
PNW Pinnacle West Capital Corp 0.0%
Value ($000) $0 Shares 2,000 Est. Cost $60.61 Unrealized +3.1%
AIG AMER INTL GRP 0.0%
Value ($000) $0 Shares 2,369 Est. Cost $47.28 Unrealized +14.6%
TSN Tyson Foods Inc 0.0%
Value ($000) $0 Shares 2,398 Est. Cost $46.55 Unrealized +25.3%
DISCOVER FINL SVCS 0.0%
Value ($000) $0 Shares 1,500 Est. Cost $104.89 Unrealized
HBAN Huntington Bancshares Inc/OH 0.0%
Value ($000) $0 Shares 10,408 Est. Cost $13.07 Unrealized -4.4%
Linde PLC 0.0%
Value ($000) $0 Shares 451 Est. Cost $319.29 Unrealized
MAR Marriott International Inc/MD 0.0%
Value ($000) $0 Shares 979 Est. Cost $61.50 Unrealized +142.6%
BlackRock Funds/Closed-End/USA 0.0%
Value ($000) $0 Shares 13,627 Est. Cost $12.82 Unrealized
A AGILENT TECHS INC 0.0%
Value ($000) $0 Shares 930 Est. Cost $93.56 Unrealized +49.3%
GDX Van Eck Associates Corp 0.0%
Value ($000) $0 Shares 4,800 Est. Cost $38.33 Unrealized
CAH Cardinal Health Inc 0.0%
Value ($000) $0 Shares 1,790 Est. Cost $35.53 Unrealized +101.4%
ETR Entergy Corp 0.0%
Value ($000) $0 Shares 1,200 Est. Cost $47.51 Unrealized +2.8%
DOW Dow Inc 0.0%
Value ($000) $0 Shares 2,654 Est. Cost $46.55 Unrealized -13.0%
ROK ROCKWELL AUTOMATION 0.0%
Value ($000) $0 Shares 516 Est. Cost $268.27 Unrealized -11.3%
TFC Truist Financial Corp 0.0%
Value ($000) $0 Shares 3,080 Est. Cost $46.82 Unrealized -20.8%
MSM MSC Industrial Direct Co Inc 0.0%
Value ($000) $0 Shares 1,600 Est. Cost $80.99 Unrealized +0.7%
RSPG Invesco Capital Management LLC 0.0%
Value ($000) $0 Shares 1,800 Est. Cost $67.22 Unrealized
LEG Leggett & Platt Inc 0.0%
Value ($000) $0 Shares 4,000 Est. Cost $38.33 Unrealized -12.2%
DAL Delta Air Lines Inc 0.0%
Value ($000) $0 Shares 3,879 Est. Cost $37.88 Unrealized -14.9%
SIGI Selective Insurance Group Inc 0.0%
Value ($000) $0 Shares 1,438 Est. Cost $19.70 Unrealized +338.7%
FISI Financial Institutions Inc 0.0%
Value ($000) $0 Shares 5,085 Est. Cost $26.09 Unrealized -20.9%
WBD Warner Bros Discovery Inc 0.0%
Value ($000) $0 Shares 12,664 Est. Cost $13.59 Unrealized -16.9%
OXY Occidental Petroleum Corp 0.0%
Value ($000) $0 Shares 1,876 Est. Cost $41.76 Unrealized +54.9%
IBB ISHARES 0.0%
Value ($000) $0 Shares 900 Est. Cost $130.00 Unrealized
BSV VANGUARD GROUP 0.0%
Value ($000) $0 Shares 1,570 Est. Cost $75.69 Unrealized
EWL iShares/USA 0.0%
Value ($000) $0 Shares 2,800 Est. Cost $48.93 Unrealized
BKNG Booking Holdings Inc 0.0%
Value ($000) $0 Shares 58 Est. Cost $1872.32 Unrealized -0.3%
XLP SELECT SECTOR SPDR 0.0%
Value ($000) $0 Shares 1,521 Est. Cost $62.85 Unrealized
CGW Invesco Capital Management LLC 0.0%
Value ($000) $0 Shares 2,400 Est. Cost $52.50 Unrealized
Nuveen Closed-End Funds/USA 0.0%
Value ($000) $0 Shares 10,505 Est. Cost $13.42 Unrealized
BX Blackstone Inc 0.0%
Value ($000) $0 Shares 1,500 Est. Cost $63.80 Unrealized +23.3%
NSC Norfolk Southern Corp 0.0%
Value ($000) $0 Shares 450 Est. Cost $222.85 Unrealized -1.1%
SHV ISHARES 0.0%
Value ($000) $0 Shares 1,000 Est. Cost $110.00 Unrealized
SCZ BlackRock Fund Advisors 0.0%
Value ($000) $0 Shares 1,924 Est. Cost $63.49 Unrealized
SPYD State Street Global Advisors Inc 0.0%
Value ($000) $0 Shares 2,700 Est. Cost $38.09 Unrealized
GSK GSK PLC 0.0%
Value ($000) $0 Shares 3,024 Est. Cost $0.04 Unrealized
CAG CONAGRA FOODS INC 0.0%
Value ($000) $0 Shares 2,743 Est. Cost $27.19 Unrealized +13.9%
KRE SPDR SERIES TRUST 0.0%
Value ($000) $0 Shares 1,800 Est. Cost $58.10 Unrealized
NGVT Ingevity Corp 0.0%
Value ($000) $0 Shares 1,500 Est. Cost $66.90 Unrealized +5.4%
AEP American Electric Power Co Inc 0.0%
Value ($000) $0 Shares 1,111 Est. Cost $77.89 Unrealized +3.9%
XLF SELECT SECTOR SPDR 0.0%
Value ($000) $0 Shares 3,051 Est. Cost $34.66 Unrealized
MOO VANECK VECTORS ETF 0.0%
Value ($000) $0 Shares 1,200 Est. Cost $104.17 Unrealized
Kellogg Co 0.0%
Value ($000) $0 Shares 1,433 Est. Cost $49.09 Unrealized +24.1%
MRSH MARSH & MCLENNAN 0.0%
Value ($000) $0 Shares 618 Est. Cost $78.97 Unrealized +97.5%
ICLN ISHARES TRUST 0.0%
Value ($000) $0 Shares 5,100 Est. Cost $19.02 Unrealized
VPU Vanguard ETF/USA 0.0%
Value ($000) $0 Shares 650 Est. Cost $161.54 Unrealized
SLV ISHARES 0.0%
Value ($000) $0 Shares 4,551 Est. Cost $16.76 Unrealized
SPGI S&P Global Inc 0.0%
Value ($000) $0 Shares 295 Est. Cost $346.36 Unrealized -7.3%
SCHB Charles Schwab Investment Management Inc 0.0%
Value ($000) $0 Shares 2,178 Est. Cost $53.26 Unrealized
ECC Eagle Point Credit Co Inc 0.0%
Value ($000) $0 Shares 9,700 Est. Cost $13.20 Unrealized
BRSP BrightSpire Capital Inc 0.0%
Value ($000) $0 Shares 15,800 Est. Cost $9.24 Unrealized
APA APA Corp 0.0%
Value ($000) $0 Shares 2,102 Est. Cost $30.86 Unrealized +29.8%
CEG Constellation Energy Corp 0.0%
Value ($000) $0 Shares 1,116 Est. Cost $58.42 Unrealized +50.1%
VGT Vanguard ETF/USA 0.0%
Value ($000) $0 Shares 300 Est. Cost $416.67 Unrealized
FAST Fastenal Co 0.0%
Value ($000) $0 Shares 2,000 Est. Cost $25.41 Unrealized -10.9%
NLY Annaly Capital Management Inc 0.0%
Value ($000) $0 Shares 4,500 Est. Cost $0.02 Unrealized
MCK MCKESSON CORP 0.0%
Value ($000) $0 Shares 254 Est. Cost $118.36 Unrealized +210.2%
TSM TSMC 0.0%
Value ($000) $0 Shares 1,275 Est. Cost $52.01 Unrealized
UGI UGI Corp 0.0%
Value ($000) $0 Shares 2,524 Est. Cost $45.81 Unrealized -21.1%
BKH Black Hills Corp 0.0%
Value ($000) $0 Shares 1,300 Est. Cost $48.90 Unrealized +18.7%
BMO BK OF MONTREAL 0.0%
Value ($000) $0 Shares 1,000 Est. Cost $98.30 Unrealized -17.6%
AA Alcoa Corp 0.0%
Value ($000) $0 Shares 2,000 Est. Cost $69.55 Unrealized -39.7%
IVE ISHARES 0.0%
Value ($000) $0 Shares 619 Est. Cost $100.00 Unrealized
DEO DIAGEO 0.0%
Value ($000) $0 Shares 500 Est. Cost $166.66 Unrealized
ARE Alexandria Real Estate Equitie 0.0%
Value ($000) $0 Shares 609 Est. Cost $162.61 Unrealized -24.2%
COF Capital One Financial Corp 0.0%
Value ($000) $0 Shares 926 Est. Cost $135.88 Unrealized -31.5%
ZBH ZIMMER HLDGS INC 0.0%
Value ($000) $0 Shares 675 Est. Cost $107.38 Unrealized +5.1%
CWB SPDR SERIES TRUST 0.0%
Value ($000) $0 Shares 1,308 Est. Cost $83.27 Unrealized
HEDJ WisdomTree Asset Management Inc 0.0%
Value ($000) $0 Shares 1,171 Est. Cost $67.26 Unrealized
Oxford Lane Closed End Funds/U 0.0%
Value ($000) $0 Shares 16,000 Est. Cost $7.25 Unrealized
CM CIBC 0.0%
Value ($000) $0 Shares 2,000 Est. Cost $49.19 Unrealized -22.5%
SCHD CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.0%
Value ($000) $0 Shares 1,050 Est. Cost $73.89 Unrealized
MAC Macerich Co/The 0.0%
Value ($000) $0 Shares 7,045 Est. Cost $15.61 Unrealized
MSGS Madison Square Garden Co/The 0.0%
Value ($000) $0 Shares 426 Est. Cost $170.27 Unrealized -7.9%
DTD WisdomTree ETFs/USA 0.0%
Value ($000) $0 Shares 1,294 Est. Cost $76.47 Unrealized
TD TORONTO-DOMINION 0.0%
Value ($000) $0 Shares 1,200 Est. Cost $80.57 Unrealized -19.8%
NEM NEWMONT MINING CP 0.0%
Value ($000) $0 Shares 1,630 Est. Cost $56.70 Unrealized -28.0%
FULT Fulton Financial Corp 0.0%
Value ($000) $0 Shares 4,552 Est. Cost $13.02 Unrealized +17.4%
REMX Van Eck Associates Corp 0.0%
Value ($000) $0 Shares 1,000 Est. Cost $118.00 Unrealized
AGNC AGNC INVESTMENT CORP 0.0%
Value ($000) $0 Shares 7,250 Est. Cost $13.10 Unrealized
DGX Quest Diagnostics Inc 0.0%
Value ($000) $0 Shares 480 Est. Cost $129.14 Unrealized +4.8%
MRCC Monroe Capital Corp 0.0%
Value ($000) $0 Shares 8,712 Est. Cost $6.66 Unrealized -18.4%
MTB M&T Bank Corp 0.0%
Value ($000) $0 Shares 500 Est. Cost $155.43 Unrealized -4.9%
PLOW Douglas Dynamics Inc 0.0%
Value ($000) $0 Shares 2,000 Est. Cost $36.36 Unrealized -3.1%
GM General Motors Co 0.0%
Value ($000) $0 Shares 2,100 Est. Cost $48.17 Unrealized -25.8%
PJP Invesco Capital Management LLC 0.0%
Value ($000) $0 Shares 900 Est. Cost $80.00 Unrealized
ISCG Cohen & Steers Capital Management Inc 0.0%
Value ($000) $0 Shares 1,944 Est. Cost $44.24 Unrealized
TE Connectivity Ltd 0.0%
Value ($000) $0 Shares 602 Est. Cost $82.43 Unrealized
FNDF Charles Schwab Investment Management Inc 0.0%
Value ($000) $0 Shares 2,338 Est. Cost $25.24 Unrealized
IWP BlackRock Advisors LLC 0.0%
Value ($000) $0 Shares 800 Est. Cost $75.02 Unrealized
EMN Eastman Chemical Co 0.0%
Value ($000) $0 Shares 814 Est. Cost $87.48 Unrealized -18.7%
ET Energy Transfer LP 0.0%
Value ($000) $0 Shares 5,500 Est. Cost $11.27 Unrealized
QSR RESTAURANT BRANDS INTERNATIONA 0.0%
Value ($000) $0 Shares 1,000 Est. Cost $56.88 Unrealized +8.0%
IMVP Invesco Capital Management LLC 0.0%
Value ($000) $0 Shares 3,000 Est. Cost $26.00 Unrealized
JUNIPER NETWORKS 0.0%
Value ($000) $0 Shares 2,000 Est. Cost $37.00 Unrealized
IDU Cohen & Steers Capital Management Inc 0.0%
Value ($000) $0 Shares 740 Est. Cost $81.08 Unrealized
GWRE Guidewire Software Inc 0.0%
Value ($000) $0 Shares 1,000 Est. Cost $95.59 Unrealized -37.9%
VTV Vanguard ETF/USA 0.0%
Value ($000) $0 Shares 446 Est. Cost $118.85 Unrealized
BP BP PLC 0.0%
Value ($000) $0 Shares 1,788 Est. Cost $36.33 Unrealized
PFF BlackRock Fund Advisors 0.0%
Value ($000) $0 Shares 2,035 Est. Cost $36.36 Unrealized
MDU MDU RES GROUP INC 0.0%
Value ($000) $0 Shares 2,000 Est. Cost $7.54 Unrealized +36.2%
BLD TopBuild Corp 0.0%
Value ($000) $0 Shares 388 Est. Cost $223.94 Unrealized -29.0%
RWJ Invesco Capital Management LLC 0.0%
Value ($000) $0 Shares 561 Est. Cost $60.91 Unrealized
IYJ BlackRock Advisors LLC 0.0%
Value ($000) $0 Shares 600 Est. Cost $83.33 Unrealized
SCHE CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.0%
Value ($000) $0 Shares 2,439 Est. Cost $21.87 Unrealized
XBI State Street Global Advisors Inc 0.0%
Value ($000) $0 Shares 700 Est. Cost $77.15 Unrealized
VOD Vodafone Group PLC 0.0%
Value ($000) $0 Shares 5,600 Est. Cost $17.36 Unrealized
WOOD ISHARES TRUST 0.0%
Value ($000) $0 Shares 750 Est. Cost $89.33 Unrealized
BK BK OF NY MELLON CP 0.0%
Value ($000) $0 Shares 1,216 Est. Cost $47.35 Unrealized -17.1%
IP International Paper Co 0.0%
Value ($000) $0 Shares 1,570 Est. Cost $32.69 Unrealized -8.3%
XRT State Street ETF/USA 0.0%
Value ($000) $0 Shares 900 Est. Cost $75.56 Unrealized
WHR Whirlpool Corp 0.0%
Value ($000) $0 Shares 383 Est. Cost $202.68 Unrealized -29.8%
Marathon Oil Corp 0.0%
Value ($000) $0 Shares 1,974 Est. Cost $25.33 Unrealized
GDXJ VANECK VECTORS ETF 0.0%
Value ($000) $0 Shares 1,500 Est. Cost $46.67 Unrealized
GWX State Street Global Advisors Inc 0.0%
Value ($000) $0 Shares 1,800 Est. Cost $35.00 Unrealized
BEN Franklin Resources Inc 0.0%
Value ($000) $0 Shares 2,000 Est. Cost $24.87 Unrealized -15.8%
BHB Bar Harbor Bankshares 0.0%
Value ($000) $0 Shares 1,650 Est. Cost $25.26 Unrealized +3.0%
CB CHUBB LIMITED COM 0.0%
Value ($000) $0 Shares 233 Est. Cost $143.51 Unrealized +39.3%
SJNK SSGA FUNDS MANAGEMENT INC 0.0%
Value ($000) $0 Shares 2,051 Est. Cost $27.35 Unrealized
GPC Genuine Parts Co 0.0%
Value ($000) $0 Shares 288 Est. Cost $116.11 Unrealized +37.0%
MKC MCCORMICK & CO INC 0.0%
Value ($000) $0 Shares 605 Est. Cost $65.06 Unrealized +15.0%
FTRI First Trust ETFs/USA 0.0%
Value ($000) $0 Shares 3,614 Est. Cost $16.60 Unrealized
AMP Ameriprise Financial Inc 0.0%
Value ($000) $0 Shares 159 Est. Cost $285.60 Unrealized +2.2%
SPHY SSGA FUNDS MANAGEMENT INC 0.0%
Value ($000) $0 Shares 2,212 Est. Cost $26.68 Unrealized
LNN Lindsay Corp 0.0%
Value ($000) $0 Shares 300 Est. Cost $67.86 Unrealized +134.1%
VWO Vanguard ETF/USA 0.0%
Value ($000) $0 Shares 1,227 Est. Cost $39.39 Unrealized
LULU Lululemon Athletica Inc 0.0%
Value ($000) $0 Shares 140 Est. Cost $329.65 Unrealized -0.2%
DGRW WisdomTree Asset Management Inc 0.0%
Value ($000) $0 Shares 750 Est. Cost $64.00 Unrealized
XYL Xylem Inc/NY 0.0%
Value ($000) $0 Shares 400 Est. Cost $91.39 Unrealized +10.5%
RSPH Invesco ETFs/USA 0.0%
Value ($000) $0 Shares 150 Est. Cost $306.67 Unrealized
VBR VANGUARD ETF/USA 0.0%
Value ($000) $0 Shares 268 Est. Cost $134.52 Unrealized
IWF ISHARES/USA 0.0%
Value ($000) $0 Shares 200 Est. Cost $0.21 Unrealized
DRI Darden Restaurants Inc 0.0%
Value ($000) $0 Shares 308 Est. Cost $64.27 Unrealized +96.6%
ANGL Van Eck Associates Corp 0.0%
Value ($000) $0 Shares 1,555 Est. Cost $29.37 Unrealized
KHC Kraft Heinz Co/The 0.0%
Value ($000) $0 Shares 1,030 Est. Cost $34.00 Unrealized -4.4%
IWD ISHARES TRUST 0.0%
Value ($000) $0 Shares 270 Est. Cost $0.15 Unrealized
KMI Kinder Morgan Inc 0.0%
Value ($000) $0 Shares 2,220 Est. Cost $14.29 Unrealized +6.2%
XLY SELECT SECTOR SPDR 0.0%
Value ($000) $0 Shares 307 Est. Cost $134.83 Unrealized
XNTK SSGA FUNDS MANAGEMENT INC 0.0%
Value ($000) $0 Shares 400 Est. Cost $128.75 Unrealized
Walgreens Boots Alliance Inc 0.0%
Value ($000) $0 Shares 1,052 Est. Cost $49.67 Unrealized
EPP iShares ETFs/USA 0.0%
Value ($000) $0 Shares 914 Est. Cost $43.08 Unrealized
IWX BlackRock Fund Advisors 0.0%
Value ($000) $0 Shares 600 Est. Cost $0.07 Unrealized
XLI State Street Global Advisors Inc 0.0%
Value ($000) $0 Shares 392 Est. Cost $80.10 Unrealized
ACM AECOM 0.0%
Value ($000) $0 Shares 450 Est. Cost $31.68 Unrealized +140.7%
SMHB ETRACS ETNs/UBS AG/London/USA 0.0%
Value ($000) $0 Shares 5,880 Est. Cost $11.73 Unrealized
CARR CARRIER GLOBAL CORP 0.0%
Value ($000) $0 Shares 907 Est. Cost $21.89 Unrealized +77.6%
CHMG Chemung Financial Corp 0.0%
Value ($000) $0 Shares 800 Est. Cost $41.30 Unrealized -0.9%
SCHP CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.0%
Value ($000) $0 Shares 706 Est. Cost $53.81 Unrealized
SJM SMUCKER(JM)CO 0.0%
Value ($000) $0 Shares 235 Est. Cost $119.51 Unrealized +11.7%
FIS Fidelity National Information 0.0%
Value ($000) $0 Shares 535 Est. Cost $89.92 Unrealized -27.2%
OTIS Otis Worldwide Corp 0.0%
Value ($000) $0 Shares 452 Est. Cost $50.18 Unrealized +39.8%
STZ Constellation Brands Inc 0.0%
Value ($000) $0 Shares 150 Est. Cost $125.40 Unrealized +80.3%
VUG Vanguard ETF/USA 0.0%
Value ($000) $0 Shares 164 Est. Cost $254.54 Unrealized
AZTA Azenta Inc 0.0%
Value ($000) $0 Shares 600 Est. Cost $10.54 Unrealized +385.3%
VGIT Vanguard ETF/USA 0.0%
Value ($000) $0 Shares 587 Est. Cost $57.92 Unrealized
VTRS VIATRIS INC 0.0%
Value ($000) $0 Shares 3,065 Est. Cost $11.15 Unrealized -18.8%
IWV BlackRock Advisors LLC 0.0%
Value ($000) $0 Shares 150 Est. Cost $196.37 Unrealized
ALB ALBEMARLE CORP 0.0%
Value ($000) $0 Shares 150 Est. Cost $218.70 Unrealized +16.4%
USHY iShares ETFs/USA 0.0%
Value ($000) $0 Shares 961 Est. Cost $33.30 Unrealized
STT State Street Corp 0.0%
Value ($000) $0 Shares 430 Est. Cost $49.01 Unrealized +34.8%
SPLV Invesco Capital Management LLC 0.0%
Value ($000) $0 Shares 521 Est. Cost $58.60 Unrealized
IWB BlackRock Advisors LLC 0.0%
Value ($000) $0 Shares 150 Est. Cost $253.33 Unrealized
SCJ BlackRock Fund Advisors 0.0%
Value ($000) $0 Shares 500 Est. Cost $70.00 Unrealized
WPC WP Carey Inc 0.0%
Value ($000) $0 Shares 406 Est. Cost $66.67 Unrealized
DD DuPont de Nemours Inc 0.0%
Value ($000) $0 Shares 454 Est. Cost $26.16 Unrealized -4.5%
Arconic Corp 0.0%
Value ($000) $0 Shares 1,525 Est. Cost $25.57 Unrealized
VBK Vanguard ETF/USA 0.0%
Value ($000) $0 Shares 155 Est. Cost $156.57 Unrealized
STIP BlackRock Fund Advisors 0.0%
Value ($000) $0 Shares 322 Est. Cost $0.10 Unrealized
HLN Haleon PLC 0.0%
Value ($000) $0 Shares 3,955 Est. Cost $0.01 Unrealized
SPYG SSgA Funds Management Inc 0.0%
Value ($000) $0 Shares 600 Est. Cost $0.05 Unrealized
CME CME Group Inc 0.0%
Value ($000) $0 Shares 181 Est. Cost $40.75 Unrealized +270.4%
ELV Elevance Health Inc 0.0%
Value ($000) $0 Shares 59 Est. Cost $269.15 Unrealized +80.0%
POR Portland General Electric Co 0.0%
Value ($000) $0 Shares 600 Est. Cost $32.87 Unrealized +22.1%
Summit Materials Inc 0.0%
Value ($000) $0 Shares 1,017 Est. Cost $22.62 Unrealized
IUSV Voya Investments LLC 0.0%
Value ($000) $0 Shares 405 Est. Cost $62.03 Unrealized
CVE Cenovus Energy Inc 0.0%
Value ($000) $0 Shares 1,472 Est. Cost $13.81 Unrealized +27.9%
XLV SELECT SECTOR SPDR 0.0%
Value ($000) $0 Shares 215 Est. Cost $114.21 Unrealized
EWS BlackRock Advisors LLC 0.0%
Value ($000) $0 Shares 1,500 Est. Cost $20.67 Unrealized
IXP ISHARES 0.0%
Value ($000) $0 Shares 500 Est. Cost $74.00 Unrealized
Westrock Co 0.0%
Value ($000) $0 Shares 780 Est. Cost $47.44 Unrealized
EWJ BlackRock Advisors LLC 0.0%
Value ($000) $0 Shares 500 Est. Cost $62.00 Unrealized
FFBC First Financial Bancorp 0.0%
Value ($000) $0 Shares 1,111 Est. Cost $10.27 Unrealized +111.2%
JNK State Street Global Advisors Inc 0.0%
Value ($000) $0 Shares 295 Est. Cost $108.16 Unrealized
LITE Lumentum Holdings Inc 0.0%
Value ($000) $0 Shares 500 Est. Cost $61.43 Unrealized 0.0%
IVOL KraneShares ETFs/USA 0.0%
Value ($000) $0 Shares 1,130 Est. Cost $25.66 Unrealized
IWS BlackRock Advisors LLC 0.0%
Value ($000) $0 Shares 248 Est. Cost $0.10 Unrealized
CNA Loews Corp 0.0%
Value ($000) $0 Shares 600 Est. Cost $35.00 Unrealized -7.3%
VNQI VANGUARD ETF/USA 0.0%
Value ($000) $0 Shares 600 Est. Cost $51.67 Unrealized
INDY BlackRock Advisors LLC 0.0%
Value ($000) $0 Shares 600 Est. Cost $46.67 Unrealized
LW Lamb Weston Holdings Inc 0.0%
Value ($000) $0 Shares 266 Est. Cost $58.14 Unrealized +38.3%
USAC USA Compression Partners LP 0.0%
Value ($000) $0 Shares 1,115 Est. Cost $17.94 Unrealized
BCE BCE Inc 0.0%
Value ($000) $0 Shares 500 Est. Cost $25.36 Unrealized +39.6%
FCX FREEPORT-MCMOR C&G 0.0%
Value ($000) $0 Shares 591 Est. Cost $27.10 Unrealized +23.6%
SRPT Sarepta Therapeutics Inc 0.0%
Value ($000) $0 Shares 162 Est. Cost $114.31 Unrealized +1.4%
MDC Holdings Inc 0.0%
Value ($000) $0 Shares 660 Est. Cost $37.88 Unrealized
IDGT BlackRock Fund Advisors 0.0%
Value ($000) $0 Shares 300 Est. Cost $73.33 Unrealized
HE Hawaiian Electric Industries I 0.0%
Value ($000) $0 Shares 500 Est. Cost $35.55 Unrealized +8.6%
DAN Dana Inc 0.0%
Value ($000) $0 Shares 1,400 Est. Cost $11.89 Unrealized +19.2%
MDT Medtronic PLC 0.0%
Value ($000) $0 Shares 259 Est. Cost $61.71 Unrealized +19.0%
C Citigroup Inc 0.0%
Value ($000) $0 Shares 447 Est. Cost $50.91 Unrealized -20.3%
ITRI ITRON INC 0.0%
Value ($000) $0 Shares 400 Est. Cost $54.31 Unrealized -9.0%
BARRICK GOLD CORP 0.0%
Value ($000) $0 Shares 1,097 Est. Cost $24.61 Unrealized
BTI BRITISH AMERICAN TOBACCO PLC 0.0%
Value ($000) $0 Shares 467 Est. Cost $41.40 Unrealized
KIM KIMCO REALTY 0.0%
Value ($000) $0 Shares 900 Est. Cost $20.15 Unrealized -10.5%
KBH KB Home 0.0%
Value ($000) $0 Shares 600 Est. Cost $30.04 Unrealized -5.8%
PDBC Invesco Capital Management LLC 0.0%
Value ($000) $0 Shares 1,292 Est. Cost $16.25 Unrealized
RSG Republic Services Inc 0.0%
Value ($000) $0 Shares 147 Est. Cost $120.97 Unrealized +6.0%
JXI BlackRock Fund Advisors 0.0%
Value ($000) $0 Shares 300 Est. Cost $66.67 Unrealized
WAB Westinghouse Air Brake Technol 0.0%
Value ($000) $0 Shares 176 Est. Cost $90.46 Unrealized +3.9%
IEI iShares ETFs/USA 0.0%
Value ($000) $0 Shares 157 Est. Cost $121.02 Unrealized
PIMCO Funds/Closed-End/USA 0.0%
Value ($000) $0 Shares 930 Est. Cost $24.73 Unrealized
KEY KeyCorp 0.0%
Value ($000) $0 Shares 1,000 Est. Cost $19.12 Unrealized -22.7%
VCIT VANGUARD ETF/USA 0.0%
Value ($000) $0 Shares 220 Est. Cost $77.27 Unrealized
XSD State Street Global Advisors Inc 0.0%
Value ($000) $0 Shares 100 Est. Cost $150.00 Unrealized
Chimera Investment Corp 0.0%
Value ($000) $0 Shares 3,000 Est. Cost $12.00 Unrealized
VOE Vanguard ETF/USA 0.0%
Value ($000) $0 Shares 122 Est. Cost $122.95 Unrealized
DKNG DraftKings Inc 0.0%
Value ($000) $0 Shares 1,384 Est. Cost $15.89 Unrealized -12.4%
FMS Fresenius Medical Care AG & Co 0.0%
Value ($000) $0 Shares 1,000 Est. Cost $0.02 Unrealized
JCI Johnson Controls International 0.0%
Value ($000) $0 Shares 250 Est. Cost $60.74 Unrealized -5.0%
SOCL Global X Management Co LLC 0.0%
Value ($000) $0 Shares 500 Est. Cost $28.00 Unrealized
HCA HCA Healthcare Inc 0.0%
Value ($000) $0 Shares 65 Est. Cost $94.49 Unrealized +130.9%
HOLLY ENERGY PARTNERS LP 0.0%
Value ($000) $0 Shares 900 Est. Cost $17.78 Unrealized
EFV ISHARES 0.0%
Value ($000) $0 Shares 333 Est. Cost $50.50 Unrealized
HPQ HP Inc 0.0%
Value ($000) $0 Shares 600 Est. Cost $32.05 Unrealized -23.4%
BEP Brookfield Renewable Partners 0.0%
Value ($000) $0 Shares 600 Est. Cost $41.67 Unrealized
OVV Ovintiv Inc 0.0%
Value ($000) $0 Shares 294 Est. Cost $43.09 Unrealized +21.3%
ALC ALCON AG 0.0%
Value ($000) $0 Shares 220 Est. Cost $60.05 Unrealized +5.2%
TPVG TriplePoint Venture Growth BDC 0.0%
Value ($000) $0 Shares 1,450 Est. Cost $15.09 Unrealized -19.8%
GNRC Generac Holdings Inc 0.0%
Value ($000) $0 Shares 150 Est. Cost $229.23 Unrealized -50.6%
CI Cigna Corp 0.0%
Value ($000) $0 Shares 44 Est. Cost $223.62 Unrealized +33.7%
FDVV Fidelity ETFs/USA 0.0%
Value ($000) $0 Shares 400 Est. Cost $0.04 Unrealized
BOTZ GLOBAL X FDS 0.0%
Value ($000) $0 Shares 751 Est. Cost $29.29 Unrealized
PFFA ETFis Series Trust I 0.0%
Value ($000) $0 Shares 750 Est. Cost $24.00 Unrealized
FSK FS KKR Capital Corp 0.0%
Value ($000) $0 Shares 800 Est. Cost $12.33 Unrealized -7.0%
Nuveen Closed-End Funds/USA 0.0%
Value ($000) $0 Shares 2,000 Est. Cost $8.50 Unrealized
TIP ISHARES TRUST 0.0%
Value ($000) $0 Shares 128 Est. Cost $124.18 Unrealized
BIL State Street Global Advisors Inc 0.0%
Value ($000) $0 Shares 158 Est. Cost $88.61 Unrealized
SNOW Snowflake Inc 0.0%
Value ($000) $0 Shares 100 Est. Cost $152.57 Unrealized 0.0%
FTAG First Trust ETFs/USA 0.0%
Value ($000) $0 Shares 440 Est. Cost $34.09 Unrealized
BBWI Bath & Body Works Inc 0.0%
Value ($000) $0 Shares 300 Est. Cost $48.74 Unrealized -29.8%
Crestwood Equity Partners LP 0.0%
Value ($000) $0 Shares 510 Est. Cost $29.41 Unrealized
SKT Tanger Factory Outlet Centers 0.0%
Value ($000) $0 Shares 700 Est. Cost $20.09 Unrealized
PIMCO Funds/Closed-End/USA 0.0%
Value ($000) $0 Shares 1,025 Est. Cost $16.59 Unrealized
APPN APPIAN CORP 0.0%
Value ($000) $0 Shares 400 Est. Cost $56.73 Unrealized -30.5%
BLV VANGUARD ETF/USA 0.0%
Value ($000) $0 Shares 183 Est. Cost $80.49 Unrealized
IWY BlackRock Fund Advisors 0.0%
Value ($000) $0 Shares 100 Est. Cost $120.00 Unrealized
Nuveen Closed-End Funds/USA 0.0%
Value ($000) $0 Shares 1,063 Est. Cost $13.17 Unrealized
VLUE BlackRock Fund Advisors 0.0%
Value ($000) $0 Shares 128 Est. Cost $101.56 Unrealized
VAC Marriott Vacations Worldwide C 0.0%
Value ($000) $0 Shares 87 Est. Cost $47.43 Unrealized +194.0%
Brookfield Renewable Partners 0.0%
Value ($000) $0 Shares 435 Est. Cost $43.68 Unrealized
CFFI C&F Financial Corp 0.0%
Value ($000) $0 Shares 200 Est. Cost $44.30 Unrealized +15.2%
EMLC Van Eck Associates Corp 0.0%
Value ($000) $0 Shares 477 Est. Cost $23.06 Unrealized
SPIB SSGA FUNDS MANAGEMENT INC 0.0%
Value ($000) $0 Shares 362 Est. Cost $30.39 Unrealized
FDN FIRST TRUST ADVISORS LP 0.0%
Value ($000) $0 Shares 100 Est. Cost $130.00 Unrealized
Alps Closed End Funds/USA 0.0%
Value ($000) $0 Shares 2,100 Est. Cost $7.32 Unrealized
ARI Apollo Commercial Real Estate 0.0%
Value ($000) $0 Shares 1,000 Est. Cost $10.00 Unrealized
BGS B&G Foods Inc 0.0%
Value ($000) $0 Shares 1,000 Est. Cost $20.35 Unrealized -50.8%
PCY Invesco Capital Management LLC 0.0%
Value ($000) $0 Shares 573 Est. Cost $17.45 Unrealized
OBDC Owl Rock Capital Corp 0.0%
Value ($000) $0 Shares 965 Est. Cost $9.38 Unrealized -11.9%
OGN Organon & Co 0.0%
Value ($000) $0 Shares 386 Est. Cost $28.30 Unrealized -22.4%
PNQI Invesco Capital Management LLC 0.0%
Value ($000) $0 Shares 100 Est. Cost $110.00 Unrealized
HORIZON THERAPEUTICS PLC 0.0%
Value ($000) $0 Shares 100 Est. Cost $80.00 Unrealized
PSK State Street Global Advisors Inc 0.0%
Value ($000) $0 Shares 291 Est. Cost $44.44 Unrealized
SKYY First Trust Advisors LP 0.0%
Value ($000) $0 Shares 180 Est. Cost $88.89 Unrealized
ACRE Ares Commercial Real Estate Co 0.0%
Value ($000) $0 Shares 1,010 Est. Cost $15.84 Unrealized
AAL American Airlines Group Inc 0.0%
Value ($000) $0 Shares 785 Est. Cost $17.00 Unrealized -20.2%
EPD Enterprise Products Partners L 0.0%
Value ($000) $0 Shares 400 Est. Cost $25.00 Unrealized
CCI Crown Castle Inc 0.0%
Value ($000) $0 Shares 76 Est. Cost $144.44 Unrealized -21.3%
OXY/WS OCCIDENTAL PETROLEUM CORP 0.0%
Value ($000) $0 Shares 234 Est. Cost $34.19 Unrealized
PIMCO Funds/Closed-End/USA 0.0%
Value ($000) $0 Shares 850 Est. Cost $14.63 Unrealized
PIMCO Access Income Fund/Fund 0.0%
Value ($000) $0 Shares 675 Est. Cost $0.01 Unrealized
WPM Wheaton Precious Metals Corp 0.0%
Value ($000) $0 Shares 247 Est. Cost $41.64 Unrealized -15.7%
GILD Gilead Sciences Inc 0.0%
Value ($000) $0 Shares 108 Est. Cost $66.05 Unrealized +7.2%
HP Helmerich & Payne Inc 0.0%
Value ($000) $0 Shares 179 Est. Cost $34.45 Unrealized +38.2%
HPE Hewlett Packard Enterprise Co 0.0%
Value ($000) $0 Shares 578 Est. Cost $14.96 Unrealized -9.9%
VLO Valero Energy Corp 0.0%
Value ($000) $0 Shares 70 Est. Cost $100.68 Unrealized +13.3%
IJJ BlackRock Advisors LLC 0.0%
Value ($000) $0 Shares 88 Est. Cost $117.63 Unrealized
HAL HALLIBURTON 0.0%
Value ($000) $0 Shares 228 Est. Cost $29.85 Unrealized +10.5%
TEKLA WORLD HEALTH 0.0%
Value ($000) $0 Shares 640 Est. Cost $14.06 Unrealized
WDC WESTN DIGITAL CORP 0.0%
Value ($000) $0 Shares 300 Est. Cost $40.89 Unrealized -35.7%
SACH SACHEM CAPITAL CORP 0.0%
Value ($000) $0 Shares 2,820 Est. Cost $3.19 Unrealized
CXT CRANE HOLDINGS CO 0.0%
Value ($000) $0 Shares 90 Est. Cost $31.63 Unrealized +6.3%
IGPT Invesco Capital Management LLC 0.0%
Value ($000) $0 Shares 100 Est. Cost $90.00 Unrealized
SWKS Skyworks Solutions Inc 0.0%
Value ($000) $0 Shares 100 Est. Cost $125.08 Unrealized -35.1%
ROBO EXCHANGE TRADED CONCEPTS LLC 0.0%
Value ($000) $0 Shares 196 Est. Cost $56.12 Unrealized
FNV FRANCO-NEVADA CORP 0.0%
Value ($000) $0 Shares 65 Est. Cost $138.84 Unrealized -7.6%
ALL Allstate Corp/The 0.0%
Value ($000) $0 Shares 57 Est. Cost $82.21 Unrealized +47.7%
AMT American Tower Corp 0.0%
Value ($000) $0 Shares 37 Est. Cost $201.40 Unrealized -7.3%
ARKQ ARK Investment Management LLC 0.0%
Value ($000) $0 Shares 205 Est. Cost $68.29 Unrealized
OGE OGE Energy Corp 0.0%
Value ($000) $0 Shares 200 Est. Cost $31.57 Unrealized +20.1%
KD Kyndryl Holdings Inc 0.0%
Value ($000) $0 Shares 704 Est. Cost $20.04 Unrealized -49.8%
TEKLA HEALTHCARE 0.0%
Value ($000) $0 Shares 465 Est. Cost $19.35 Unrealized
CC Chemours Co/The 0.0%
Value ($000) $0 Shares 264 Est. Cost $25.74 Unrealized +3.5%
NUE Nucor Corp 0.0%
Value ($000) $0 Shares 50 Est. Cost $115.55 Unrealized +12.2%
BNDX VANGUARD GROUP INC/THE 0.0%
Value ($000) $0 Shares 154 Est. Cost $58.44 Unrealized
NVCR Novocure Ltd 0.0%
Value ($000) $0 Shares 100 Est. Cost $73.66 Unrealized +2.1%
XA Investments LLC 0.0%
Value ($000) $0 Shares 1,000 Est. Cost $7.00 Unrealized
AQN Algonquin Power & Utilities Co 0.0%
Value ($000) $0 Shares 900 Est. Cost $7.49 Unrealized 0.0%
FTC First Trust Advisors LP 0.0%
Value ($000) $0 Shares 69 Est. Cost $101.45 Unrealized
CHMI Cherry Hill Mortgage Investmen 0.0%
Value ($000) $0 Shares 1,100 Est. Cost $7.27 Unrealized
GLPI Gaming and Leisure Properties 0.0%
Value ($000) $0 Shares 123 Est. Cost $32.68 Unrealized
CSWC Capital Southwest Corp 0.0%
Value ($000) $0 Shares 355 Est. Cost $15.40 Unrealized -20.9%
SANDSTORM GOLD LTD 0.0%
Value ($000) $0 Shares 1,200 Est. Cost $8.33 Unrealized
BETZ Roundhill Financial Inc 0.0%
Value ($000) $0 Shares 400 Est. Cost $12.50 Unrealized
GLD SPDR GOLD TRUST 0.0%
Value ($000) $0 Shares 30 Est. Cost $0.17 Unrealized
PCG PG&E CORP 0.0%
Value ($000) $0 Shares 300 Est. Cost $11.69 Unrealized +27.9%
USB US Bancorp 0.0%
Value ($000) $0 Shares 120 Est. Cost $39.22 Unrealized -6.4%
Unilever PLC 0.0%
Value ($000) $0 Shares 100 Est. Cost $53.24 Unrealized
Nuveen Fund Advisors Inc 0.0%
Value ($000) $0 Shares 500 Est. Cost $12.00 Unrealized
United States Steel Corp 0.0%
Value ($000) $0 Shares 200 Est. Cost $5.00 Unrealized
HANESBRANDS INC 0.0%
Value ($000) $0 Shares 730 Est. Cost $15.07 Unrealized
NEWT Newtek Business Services Corp 0.0%
Value ($000) $0 Shares 300 Est. Cost $26.96 Unrealized -38.4%
VFC VF Corp 0.0%
Value ($000) $0 Shares 178 Est. Cost $37.60 Unrealized -21.8%
IDA IDACORP Inc 0.0%
Value ($000) $0 Shares 50 Est. Cost $48.08 Unrealized +115.5%
GRC GORMAN-RUPP CO/THE 0.0%
Value ($000) $0 Shares 200 Est. Cost $31.09 Unrealized -15.0%
BDX BECTON DICKINSON 0.0%
Value ($000) $0 Shares 20 Est. Cost $223.22 Unrealized 0.0%
XAWPX Abrdn Funds 0.0%
Value ($000) $0 Shares 1,350 Est. Cost $6.67 Unrealized
EFX Equifax Inc 0.0%
Value ($000) $0 Shares 25 Est. Cost $178.71 Unrealized 0.0%
AGX Argan Inc 0.0%
Value ($000) $0 Shares 100 Est. Cost $37.75 Unrealized -11.9%
EIC Eagle Point Credit Management LLC/USA 0.0%
Value ($000) $0 Shares 300 Est. Cost $13.33 Unrealized
EIX EDISON INTERNATIONAL 0.0%
Value ($000) $0 Shares 65 Est. Cost $53.19 Unrealized 0.0%
AAP Advance Auto Parts Inc 0.0%
Value ($000) $0 Shares 25 Est. Cost $150.07 Unrealized 0.0%
CX CEMEX SAB DE CV 0.0%
Value ($000) $0 Shares 1,000 Est. Cost $5.00 Unrealized
SONY Sony Group Corp 0.0%
Value ($000) $0 Shares 50 Est. Cost $100.00 Unrealized
SCHX Charles Schwab Investment Management Inc 0.0%
Value ($000) $0 Shares 79 Est. Cost $0.05 Unrealized
CTLP Cantaloupe Inc 0.0%
Value ($000) $0 Shares 905 Est. Cost $7.59 Unrealized -53.3%
CMI CUMMINS INC 0.0%
Value ($000) $0 Shares 15 Est. Cost $220.78 Unrealized 0.0%
VSCO Victoria's Secret & Co 0.0%
Value ($000) $0 Shares 100 Est. Cost $54.40 Unrealized -26.9%
VRTX Vertex Pharmaceuticals Inc 0.0%
Value ($000) $0 Shares 15 Est. Cost $304.77 Unrealized 0.0%
LUCID GROUP INC 0.0%
Value ($000) $0 Shares 530 Est. Cost $24.53 Unrealized
AMAT APPLIED MATERIALS 0.0%
Value ($000) $0 Shares 45 Est. Cost $93.28 Unrealized 0.0%
KLAC KLA Corp 0.0%
Value ($000) $0 Shares 10 Est. Cost $337.92 Unrealized 0.0%
Parametric Portfolio Associates LLC 0.0%
Value ($000) $0 Shares 300 Est. Cost $13.33 Unrealized
VCSH VANGUARD ETF/USA 0.0%
Value ($000) $0 Shares 51 Est. Cost $78.43 Unrealized
Lithium Americas Corp 0.0%
Value ($000) $0 Shares 200 Est. Cost $40.00 Unrealized
IVZ INVESCO 0.0%
Value ($000) $0 Shares 200 Est. Cost $14.76 Unrealized 0.0%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $0 Shares 18 Est. Cost $68.87 Unrealized +114.5%
VTR Ventas Inc 0.0%
Value ($000) $0 Shares 60 Est. Cost $37.75 Unrealized 0.0%
TAP MOLSON COORS BREWING CO 0.0%
Value ($000) $0 Shares 50 Est. Cost $43.72 Unrealized +6.2%
NRG NRG Energy Inc 0.0%
Value ($000) $0 Shares 100 Est. Cost $36.50 Unrealized -0.0%
National Amusements Inc 0.0%
Value ($000) $0 Shares 221 Est. Cost $4.54 Unrealized
TLT BlackRock Fund Advisors 0.0%
Value ($000) $0 Shares 33 Est. Cost $121.21 Unrealized
PLTR Palantir Technologies Inc 0.0%
Value ($000) $0 Shares 500 Est. Cost $13.34 Unrealized -43.2%
HARBOR CUSTOM DEV INC 0.0%
Value ($000) $0 Shares 400 Est. Cost $10.00 Unrealized
HAS Hasbro Inc 0.0%
Value ($000) $0 Shares 45 Est. Cost $54.26 Unrealized 0.0%
BIV Vanguard ETF/USA 0.0%
Value ($000) $0 Shares 47 Est. Cost $95.74 Unrealized
CTVA Corteva Inc 0.0%
Value ($000) $0 Shares 63 Est. Cost $36.20 Unrealized +68.9%
FISV FISERV INC 0.0%
Value ($000) $0 Shares 30 Est. Cost $99.59 Unrealized 0.0%
PRU Prudential Financial Inc 0.0%
Value ($000) $0 Shares 35 Est. Cost $86.71 Unrealized 0.0%
PENN Penn Entertainment Inc 0.0%
Value ($000) $0 Shares 100 Est. Cost $22.21 Unrealized +46.1%
VMBS Vanguard ETF/USA 0.0%
Value ($000) $0 Shares 76 Est. Cost $56.82 Unrealized
FLS Flowserve Corp 0.0%
Value ($000) $0 Shares 100 Est. Cost $29.20 Unrealized -5.9%
FCPT Four Corners Property Trust In 0.0%
Value ($000) $0 Shares 100 Est. Cost $30.00 Unrealized
DELL Dell Technologies Inc 0.0%
Value ($000) $0 Shares 42 Est. Cost $35.28 Unrealized +5.1%
NOBL ProShare Advisors LLC 0.0%
Value ($000) $0 Shares 20 Est. Cost $100.00 Unrealized
BB BlackBerry Ltd 0.0%
Value ($000) $0 Shares 500 Est. Cost $7.53 Unrealized -41.1%
FMC FMC Corp 0.0%
Value ($000) $0 Shares 17 Est. Cost $85.13 Unrealized +27.2%
MRNA Moderna Inc 0.0%
Value ($000) $0 Shares 10 Est. Cost $168.36 Unrealized -2.9%
MAT MATTEL INC 0.0%
Value ($000) $0 Shares 100 Est. Cost $22.86 Unrealized -20.7%
NGL NGL Energy Partners LP 0.0%
Value ($000) $0 Shares 1,300 Est. Cost $2.31 Unrealized
CSTM Constellium SE 0.0%
Value ($000) $0 Shares 200 Est. Cost $18.24 Unrealized -35.9%
XYZ Block Inc 0.0%
Value ($000) $0 Shares 35 Est. Cost $112.58 Unrealized -45.2%
RUN Sunrun Inc 0.0%
Value ($000) $0 Shares 100 Est. Cost $16.41 Unrealized +62.6%
TRST TrustCo Bank Corp NY 0.0%
Value ($000) $0 Shares 47 Est. Cost $28.41 Unrealized +11.3%
WTW Willis Towers Watson PLC 0.0%
Value ($000) $0 Shares 9 Est. Cost $209.64 Unrealized +4.5%
VMware Inc 0.0%
Value ($000) $0 Shares 18 Est. Cost $115.15 Unrealized
SHW Sherwin-Williams Co/The 0.0%
Value ($000) $0 Shares 9 Est. Cost $301.66 Unrealized -25.5%
SPG SIMON PROP GROUP 0.0%
Value ($000) $0 Shares 15 Est. Cost $93.48 Unrealized 0.0%
SHAK Shake Shack Inc 0.0%
Value ($000) $0 Shares 50 Est. Cost $68.81 Unrealized -29.2%
SCHA Charles Schwab Investment Management Inc 0.0%
Value ($000) $0 Shares 26 Est. Cost $0.04 Unrealized
ChargePoint Holdings Inc 0.0%
Value ($000) $0 Shares 110 Est. Cost $18.18 Unrealized
SUNPOWER CORP 0.0%
Value ($000) $0 Shares 50 Est. Cost $20.00 Unrealized
SCHZ Charles Schwab Investment Management Inc 0.0%
Value ($000) $0 Shares 24 Est. Cost $0.04 Unrealized
SCHF Charles Schwab Investment Management Inc 0.0%
Value ($000) $0 Shares 46 Est. Cost $0.02 Unrealized
MDYV SSgA Funds Management Inc 0.0%
Value ($000) $0 Shares 14 Est. Cost $71.43 Unrealized
CHDN Churchill Downs Inc 0.0%
Value ($000) $0 Shares 5 Est. Cost $108.48 Unrealized -4.1%
RMR RMR Group Inc/The 0.0%
Value ($000) $0 Shares 49 Est. Cost $22.69 Unrealized -9.1%
SPYV SSGA FUNDS MANAGEMENT INC 0.0%
Value ($000) $0 Shares 35 Est. Cost $28.57 Unrealized
PLUG Plug Power Inc 0.0%
Value ($000) $0 Shares 120 Est. Cost $23.83 Unrealized -33.2%
DG Dollar General Corp 0.0%
Value ($000) $0 Shares 6 Est. Cost $198.22 Unrealized +17.6%
Desktop Metal Inc 0.0%
Value ($000) $0 Shares 1,000 Est. Cost $5.00 Unrealized
BYND Beyond Meat Inc 0.0%
Value ($000) $0 Shares 85 Est. Cost $54.96 Unrealized -74.7%
BHF BRIGHTHOUSE FINANCIAL INC. 0.0%
Value ($000) $0 Shares 15 Est. Cost $53.26 Unrealized -1.8%
ARTY BlackRock Fund Advisors 0.0%
Value ($000) $0 Shares 25 Est. Cost $40.00 Unrealized
XLRE State Street Global Advisors Inc 0.0%
Value ($000) $0 Shares 20 Est. Cost $50.00 Unrealized
SLVM Sylvamo Corp 0.0%
Value ($000) $0 Shares 14 Est. Cost $29.97 Unrealized +45.5%
DAPP Van Eck Absolute Return Advisers Corp 0.0%
Value ($000) $0 Shares 400 Est. Cost $15.00 Unrealized
MU Micron Technology Inc 0.0%
Value ($000) $0 Shares 30 Est. Cost $53.81 Unrealized 0.0%
Healthcare Ventures LLC 0.0%
Value ($000) $0 Shares 1,205 Est. Cost $1.66 Unrealized
ANSYS, INC. 0.0%
Value ($000) $0 Shares 3 Est. Cost $333.33 Unrealized
NOK Nokia Oyj 0.0%
Value ($000) $0 Shares 200 Est. Cost $5.45 Unrealized
Wolfspeed Inc 0.0%
Value ($000) $0 Shares 10 Est. Cost $100.00 Unrealized
Micro Focus International PLC 0.0%
Value ($000) $0 Shares 65 Est. Cost Unrealized
National Amusements Inc 0.0%
Value ($000) $0 Shares 25 Est. Cost $40.00 Unrealized
Zimmer Biomet Holdings Inc 0.0%
Value ($000) $0 Shares 3 Est. Cost $23.26 Unrealized
ISUNQ iSun Inc 0.0%
Value ($000) $0 Shares 100 Est. Cost Unrealized
BUD Anheuser-Busch InBev SA/NV 0.0%
Value ($000) $0 Shares 8 Est. Cost Unrealized
ALV Autoliv Inc 0.0%
Value ($000) $0 Shares 6 Est. Cost $82.87 Unrealized -10.8%
EMBC Embecta Corp 0.0%
Value ($000) $0 Shares 4 Est. Cost $27.07 Unrealized 0.0%
TAN Invesco Capital Management LLC 0.0%
Value ($000) $0 Shares 5 Est. Cost Unrealized
SPSB SSGA FUNDS MANAGEMENT 0.0%
Value ($000) $0 Shares 7 Est. Cost Unrealized
SNAP SNAP INC 0.0%
Value ($000) $0 Shares 10 Est. Cost $36.17 Unrealized -72.7%
RIVN Rivian Automotive Inc 0.0%
Value ($000) $0 Shares 40 Est. Cost $83.05 Unrealized -64.6%