Hanson & Doremus Investment Management Diversified Active

CIK: 0001393944 · Show all filings

Period: Q2 2020 (← Previous) (Next →)

Filing Date: Jul 17, 2020

Total Value ($000): $315,693 (100.0% shares, 0.0% debt)

Holdings (432)

SCHB Schwab U.S. Broad Market ETF 17.8%
Value ($000) $56,236 Shares 765,427 Est. Cost $6354.87 Unrealized
BND Vanguard Total U.S. Bond Market ETF 8.2%
Value ($000) $25,989 Shares 294,196 Est. Cost $2089.95 Unrealized
VEA Vanguard Developed Market ETF 5.4%
Value ($000) $17,105 Shares 440,965 Est. Cost $239.43 Unrealized
BNDX Vanguard Total Int'l Bond Market ETF 4.1%
Value ($000) $12,978 Shares 224,800 Est. Cost $55.67 Unrealized
VWO Vanguard Emerging Market ETF 3.4%
Value ($000) $10,797 Shares 272,592 Est. Cost $39.72 Unrealized
SCHF Schwab Int'l Equity ETF 3.1%
Value ($000) $9,669 Shares 325,003 Est. Cost $1979.58 Unrealized
MSFT Microsoft 2.9%
Value ($000) $9,035 Shares 44,395 Est. Cost $50.54 Unrealized +242.4%
VZ Verizon Communications Inc. 1.4%
Value ($000) $4,381 Shares 79,467 Est. Cost $28.60 Unrealized +42.5%
TSM Taiwan Semiconductor ADR 1.3%
Value ($000) $4,047 Shares 71,293 Est. Cost $22.86 Unrealized
Seagate Technology PLC 1.3%
Value ($000) $3,986 Shares 82,338 Est. Cost $44.07 Unrealized
SCHW The Charles Schwab Corp. 1.2%
Value ($000) $3,879 Shares 114,977 Est. Cost $19.45 Unrealized +70.6%
GLW Corning 1.2%
Value ($000) $3,854 Shares 148,788 Est. Cost $12.78 Unrealized +51.9%
PFE Pfizer Inc. 1.2%
Value ($000) $3,782 Shares 115,649 Est. Cost $18.69 Unrealized +39.1%
CSCO Cisco Systems, Inc. 1.1%
Value ($000) $3,413 Shares 73,173 Est. Cost $21.33 Unrealized +73.4%
AAPL Apple Inc. 1.0%
Value ($000) $3,264 Shares 8,948 Est. Cost $37.09 Unrealized +102.5%
COST Costco 1.0%
Value ($000) $3,171 Shares 10,458 Est. Cost $119.71 Unrealized +133.2%
IWD iShares Russell 1000 Val ETF 1.0%
Value ($000) $3,050 Shares 27,086 Est. Cost $99.17 Unrealized
BSV Vanguard Short Term Bd Idx ETF 1.0%
Value ($000) $3,009 Shares 36,201 Est. Cost $79.75 Unrealized
T AT&T Inc. 0.9%
Value ($000) $2,730 Shares 90,318 Est. Cost $13.43 Unrealized +15.4%
KO Coca-Cola Co 0.7%
Value ($000) $2,338 Shares 52,327 Est. Cost $31.87 Unrealized +21.5%
BMY Bristol Myers 0.7%
Value ($000) $2,324 Shares 39,525 Est. Cost $33.05 Unrealized +45.0%
VTI Vanguard Total Stk Mkt ETF 0.7%
Value ($000) $2,256 Shares 14,414 Est. Cost $89.15 Unrealized
GOOG Alphabet, Inc Cl C 0.7%
Value ($000) $2,225 Shares 1,574 Est. Cost $45.74 Unrealized +46.4%
DUK Duke Energy Corp. 0.7%
Value ($000) $2,208 Shares 27,632 Est. Cost $48.67 Unrealized +38.9%
BA Boeing Co. 0.7%
Value ($000) $2,164 Shares 11,807 Est. Cost $136.67 Unrealized +12.5%
Peoples United Finl Inc 0.7%
Value ($000) $2,125 Shares 183,632 Est. Cost $15.14 Unrealized
CHE Chemed Corp. 0.6%
Value ($000) $2,046 Shares 4,536 Est. Cost $89.81 Unrealized +388.0%
JNJ Johnson & Johnson 0.6%
Value ($000) $1,981 Shares 14,090 Est. Cost $82.20 Unrealized +51.1%
MRK Merck 0.6%
Value ($000) $1,979 Shares 25,587 Est. Cost $45.58 Unrealized +37.9%
VTEB Vanguard Muni Bond ETF 0.6%
Value ($000) $1,933 Shares 35,695 Est. Cost $52.32 Unrealized
BRK/B Berkshire Hathaway Cl B 0.6%
Value ($000) $1,850 Shares 10,364 Est. Cost $196.26 Unrealized -7.0%
GDX Vaneck Vectors Gold Miners ETF 0.6%
Value ($000) $1,826 Shares 49,792 Est. Cost $4404.74 Unrealized
JPM JP Morgan Chase & Co 0.6%
Value ($000) $1,805 Shares 19,185 Est. Cost $61.56 Unrealized +32.8%
PG Procter & Gamble 0.6%
Value ($000) $1,763 Shares 14,741 Est. Cost $72.26 Unrealized +40.5%
SONY Sony Corp. ADR 0.6%
Value ($000) $1,762 Shares 25,488 Est. Cost $20.97 Unrealized
GLD SPDR Gold Trust ETF 0.5%
Value ($000) $1,687 Shares 10,081 Est. Cost $122.07 Unrealized
QRVO Qorvo Inc 0.5%
Value ($000) $1,668 Shares 15,087 Est. Cost $71.21 Unrealized +39.2%
VLO Valero Energy 0.5%
Value ($000) $1,625 Shares 27,623 Est. Cost $27.14 Unrealized +75.9%
VTR Ventas REIT Inc 0.5%
Value ($000) $1,585 Shares 43,275 Est. Cost $41.83 Unrealized -35.6%
CAT Caterpillar 0.5%
Value ($000) $1,543 Shares 12,198 Est. Cost $57.14 Unrealized +85.8%
EMR Emerson Electric Co. 0.5%
Value ($000) $1,506 Shares 24,274 Est. Cost $47.27 Unrealized +6.4%
Stericycle Inc 0.5%
Value ($000) $1,505 Shares 26,892 Est. Cost $477.44 Unrealized
WHR Whirlpool 0.4%
Value ($000) $1,410 Shares 10,883 Est. Cost $141.19 Unrealized -18.9%
Glaxo Smithkline ADR 0.4%
Value ($000) $1,376 Shares 33,730 Est. Cost $44.69 Unrealized
AZN AstraZeneca plc ADR 0.4%
Value ($000) $1,374 Shares 25,978 Est. Cost $40.73 Unrealized
MDT Medtronic Inc. 0.4%
Value ($000) $1,343 Shares 14,649 Est. Cost $61.40 Unrealized +33.2%
IBM IBM Corp. 0.4%
Value ($000) $1,315 Shares 10,892 Est. Cost $107.20 Unrealized -14.7%
Royal Dutch Shell ADR 0.4%
Value ($000) $1,248 Shares 38,181 Est. Cost $63.02 Unrealized
DIS Walt Disney Hldg 0.4%
Value ($000) $1,246 Shares 11,175 Est. Cost $103.15 Unrealized +4.6%
VOD Vodafone Group ADR 0.4%
Value ($000) $1,227 Shares 76,979 Est. Cost $18.25 Unrealized
INTC Intel Corp. 0.4%
Value ($000) $1,186 Shares 19,829 Est. Cost $41.55 Unrealized +28.0%
ESGV Vanguard ESG US Stock ETF 0.4%
Value ($000) $1,178 Shares 20,891 Est. Cost $50.59 Unrealized
SPYX SPDR S&P 500 Fossil Fl Fr ETF 0.4%
Value ($000) $1,168 Shares 15,305 Est. Cost $61.36 Unrealized
GOOGL Alphabet, Inc. Cl A 0.4%
Value ($000) $1,132 Shares 798 Est. Cost $58.07 Unrealized +15.2%
WY Weyerhaeuser Company 0.4%
Value ($000) $1,128 Shares 50,225 Est. Cost $20.05 Unrealized -18.0%
V Visa Inc 0.4%
Value ($000) $1,110 Shares 5,745 Est. Cost $160.54 Unrealized +9.3%
WPP WPP 0.4%
Value ($000) $1,108 Shares 28,322 Est. Cost $57.27 Unrealized
MCK McKesson Corp. 0.4%
Value ($000) $1,107 Shares 7,213 Est. Cost $139.51 Unrealized -0.2%
IBB iShares NASDAQ Biotech ETF 0.3%
Value ($000) $1,063 Shares 7,779 Est. Cost $5380.54 Unrealized
THO Thor Industries Inc 0.3%
Value ($000) $1,054 Shares 9,891 Est. Cost $59.17 Unrealized +18.2%
BAX Baxter International 0.3%
Value ($000) $1,032 Shares 11,988 Est. Cost $32.77 Unrealized +137.0%
WU Western Union Co 0.3%
Value ($000) $1,027 Shares 47,493 Est. Cost $17.16 Unrealized
BWA Borg Warner Inc 0.3%
Value ($000) $1,023 Shares 28,986 Est. Cost $29.46 Unrealized -17.8%
SPY SPDR S&P 500 ETF 0.3%
Value ($000) $1,015 Shares 3,291 Est. Cost $11498.18 Unrealized
ABT Abbott Laboratories 0.3%
Value ($000) $1,012 Shares 11,072 Est. Cost $55.63 Unrealized +47.3%
Hanesbrands Inc. 0.3%
Value ($000) $998 Shares 88,428 Est. Cost $18.77 Unrealized
XOM Exxon Mobil Corporation 0.3%
Value ($000) $991 Shares 22,170 Est. Cost $51.87 Unrealized -32.9%
FDX Fedex Corporation 0.3%
Value ($000) $978 Shares 6,972 Est. Cost $113.72 Unrealized -0.5%
ITGR Integer Holdings Corp 0.3%
Value ($000) $964 Shares 13,191 Est. Cost $32.85 Unrealized +121.4%
WWW Wolverine World Wide Inc. 0.3%
Value ($000) $941 Shares 39,537 Est. Cost $15.94 Unrealized +11.3%
VYX NCR Corporation 0.3%
Value ($000) $940 Shares 54,297 Est. Cost $18.65 Unrealized -38.6%
KHC Kraft Heinz Company 0.3%
Value ($000) $921 Shares 28,885 Est. Cost $29.64 Unrealized -22.1%
VSGX Vanguard ESG International Stock ETF 0.3%
Value ($000) $877 Shares 18,228 Est. Cost $47.21 Unrealized
FSLR First Solar Inc 0.3%
Value ($000) $877 Shares 17,714 Est. Cost $34.90 Unrealized +27.8%
LLY Eli Lilly & Co. 0.3%
Value ($000) $870 Shares 5,298 Est. Cost $61.45 Unrealized +134.2%
CVS CVS Corp 0.3%
Value ($000) $851 Shares 13,106 Est. Cost $53.28 Unrealized -1.3%
YUMC Yum China Hldgs Inc Com 0.3%
Value ($000) $847 Shares 17,613 Est. Cost $44.74 Unrealized +5.4%
SLB Schlumberger Limited 0.3%
Value ($000) $807 Shares 43,859 Est. Cost $41.79 Unrealized -63.0%
MKSI M K S Instruments Inc. 0.3%
Value ($000) $804 Shares 7,101 Est. Cost $27.80 Unrealized +242.9%
XBI SPDR S&P Biotech ETF 0.3%
Value ($000) $798 Shares 7,131 Est. Cost $79.89 Unrealized
ABBV AbbVie Inc. 0.2%
Value ($000) $781 Shares 7,950 Est. Cost $44.25 Unrealized +59.3%
VUG Vanguard Growth ETF 0.2%
Value ($000) $777 Shares 3,847 Est. Cost $16420.53 Unrealized
TRV Target Corp. 0.2%
Value ($000) $776 Shares 6,783 Est. Cost $76.61 Unrealized +22.1%
CBU Community Bank System 0.2%
Value ($000) $758 Shares 13,291 Est. Cost $28.08 Unrealized +76.2%
LNT Alliant Energy Corp 0.2%
Value ($000) $757 Shares 15,824 Est. Cost $26.40 Unrealized +54.2%
MDLZ Mondelez Int'l Inc. 0.2%
Value ($000) $752 Shares 14,701 Est. Cost $27.44 Unrealized +62.4%
General Electric Co. 0.2%
Value ($000) $726 Shares 106,236 Est. Cost $20.80 Unrealized
MUNI PIMCO Intermediate Muni Bond ETF 0.2%
Value ($000) $701 Shares 12,601 Est. Cost $55.16 Unrealized
AMKR Amkor Technology Inc 0.2%
Value ($000) $693 Shares 56,283 Est. Cost $6.03 Unrealized +59.5%
DGS WisdomTree Emerg Mk SmCap ETF 0.2%
Value ($000) $683 Shares 17,503 Est. Cost $4780.00 Unrealized
EWBC East West Bancorp 0.2%
Value ($000) $679 Shares 18,742 Est. Cost $22.46 Unrealized +28.2%
SPDR MSCI EAFE Fsl Fuel Fr ETF 0.2%
Value ($000) $662 Shares 10,203 Est. Cost $64.88 Unrealized
HUM Humana 0.2%
Value ($000) $660 Shares 1,702 Est. Cost $71.14 Unrealized +400.0%
VOO Vanguard 500 ETF 0.2%
Value ($000) $652 Shares 2,302 Est. Cost $281.19 Unrealized
TIP iShares TIPS Bond ETF 0.2%
Value ($000) $648 Shares 5,270 Est. Cost $2627.47 Unrealized
PEP Pepsico, Inc. 0.2%
Value ($000) $619 Shares 4,682 Est. Cost $64.48 Unrealized +71.8%
OKE Oneok Inc New 0.2%
Value ($000) $597 Shares 17,979 Est. Cost $21.19 Unrealized +7.1%
CVX Chevron Corp. 0.2%
Value ($000) $588 Shares 6,595 Est. Cost $75.32 Unrealized -7.3%
HON Honeywell International 0.2%
Value ($000) $573 Shares 3,963 Est. Cost $122.89 Unrealized -4.1%
TD Toronto-Dominion Bank 0.2%
Value ($000) $572 Shares 12,813 Est. Cost $52.60 Unrealized -19.1%
D Dominion Resources 0.2%
Value ($000) $562 Shares 6,922 Est. Cost $50.12 Unrealized +25.0%
CME CME Group Inc. 0.2%
Value ($000) $550 Shares 3,385 Est. Cost $61.61 Unrealized +134.3%
RDY Dr Reddys Labs ADR 0.2%
Value ($000) $549 Shares 10,361 Est. Cost $37.57 Unrealized
PSX Phillips 66 SHS 0.2%
Value ($000) $522 Shares 7,256 Est. Cost $43.37 Unrealized +29.6%
BIDU Baidu Inc ADR 0.2%
Value ($000) $518 Shares 4,318 Est. Cost $122.23 Unrealized
TEX Terex Corp 0.2%
Value ($000) $517 Shares 27,539 Est. Cost $30.20 Unrealized -47.3%
DLR Digital Realty Trust REIT 0.2%
Value ($000) $487 Shares 3,429 Est. Cost $33.17 Unrealized +250.9%
COP Conoco Phillips 0.2%
Value ($000) $486 Shares 11,563 Est. Cost $40.25 Unrealized -18.2%
SCHZ Schwab U.S. Bond ETF 0.2%
Value ($000) $474 Shares 8,425 Est. Cost $76.54 Unrealized
SABR Sabre Corporation 0.1%
Value ($000) $467 Shares 57,963 Est. Cost $22.56 Unrealized -68.6%
SBUX Starbucks 0.1%
Value ($000) $465 Shares 6,315 Est. Cost $63.55 Unrealized +4.4%
Activision Inc. 0.1%
Value ($000) $449 Shares 5,918 Est. Cost $53.47 Unrealized
NEE Nextera Energy 0.1%
Value ($000) $447 Shares 1,863 Est. Cost $39.08 Unrealized +33.0%
GILD Gilead Sciences Inc 0.1%
Value ($000) $445 Shares 5,787 Est. Cost $55.29 Unrealized +11.2%
DE Deere & Company 0.1%
Value ($000) $438 Shares 2,787 Est. Cost $99.24 Unrealized +35.3%
SYF Synchrony Financial 0.1%
Value ($000) $421 Shares 18,999 Est. Cost $23.16 Unrealized -26.6%
EEMX SPDR MSCI Emerg Fsl Fl Free ETF 0.1%
Value ($000) $421 Shares 7,060 Est. Cost $66.20 Unrealized
WMT Wal-Mart Stores 0.1%
Value ($000) $405 Shares 3,385 Est. Cost $32.13 Unrealized +18.5%
MCD McDonald's Corp 0.1%
Value ($000) $381 Shares 2,064 Est. Cost $94.05 Unrealized +71.2%
MLCO Melco Resorts & Enertain ADR 0.1%
Value ($000) $368 Shares 23,694 Est. Cost $18.28 Unrealized
BCE BCE Inc. 0.1%
Value ($000) $364 Shares 8,720 Est. Cost $22.50 Unrealized +24.9%
NGG National Grid Plc ADR 0.1%
Value ($000) $362 Shares 5,957 Est. Cost $62.17 Unrealized
ESGE iShares MSCI Emerg Esg ETF 0.1%
Value ($000) $361 Shares 11,254 Est. Cost $52.19 Unrealized
C Citigroup 0.1%
Value ($000) $360 Shares 7,042 Est. Cost $36.95 Unrealized +4.7%
EFA iShares MSCI EAFE ETF 0.1%
Value ($000) $354 Shares 5,811 Est. Cost $62.10 Unrealized
IVV iShares S&P 500 Index ETF 0.1%
Value ($000) $351 Shares 1,132 Est. Cost $216.53 Unrealized
ASTE Astec Industries 0.1%
Value ($000) $339 Shares 7,322 Est. Cost $33.31 Unrealized +15.4%
SON Sonoco Products 0.1%
Value ($000) $338 Shares 6,467 Est. Cost $22.97 Unrealized +76.1%
WEC WEC Energy Group 0.1%
Value ($000) $335 Shares 3,823 Est. Cost $49.91 Unrealized +50.4%
UNM Unum Provident Corp. 0.1%
Value ($000) $330 Shares 19,912 Est. Cost $29.73 Unrealized -46.9%
CHTR Charter Communications Inc 0.1%
Value ($000) $317 Shares 621 Est. Cost $264.85 Unrealized +91.5%
SO Southern Company 0.1%
Value ($000) $312 Shares 6,023 Est. Cost $33.77 Unrealized +32.6%
AMZN Amazon.Com 0.1%
Value ($000) $301 Shares 109 Est. Cost $66.24 Unrealized +82.3%
VIG Vanguard Div Appreciation ETF 0.1%
Value ($000) $298 Shares 2,543 Est. Cost $95.70 Unrealized
SKYW Skywest Inc 0.1%
Value ($000) $282 Shares 8,652 Est. Cost $11.11 Unrealized +166.3%
WPC W. P. Carey & Co. LLC 0.1%
Value ($000) $278 Shares 4,103 Est. Cost $63.85 Unrealized
KWEB KraneShares CSI China Internet ETF 0.1%
Value ($000) $276 Shares 4,455 Est. Cost $60.28 Unrealized
EQR Equity Residential Prop. REIT 0.1%
Value ($000) $265 Shares 4,503 Est. Cost $37.65 Unrealized +32.0%
Ishares Gold ETF 0.1%
Value ($000) $265 Shares 15,609 Est. Cost $12.24 Unrealized
ROK Rockwell Automation 0.1%
Value ($000) $259 Shares 1,216 Est. Cost $122.06 Unrealized +43.8%
XLK Sector SPDR Tech Select Shares 0.1%
Value ($000) $243 Shares 2,330 Est. Cost $71.21 Unrealized
NSC Norfolk Southern 0.1%
Value ($000) $236 Shares 1,344 Est. Cost $154.10 Unrealized -2.0%
NKE Nike, Inc. 0.1%
Value ($000) $235 Shares 2,395 Est. Cost $82.15 Unrealized +4.0%
TEVA Teva Pharma Ind ADR 0.1%
Value ($000) $231 Shares 18,752 Est. Cost $4243.29 Unrealized
STE Steris Corp. 0.1%
Value ($000) $230 Shares 1,500 Est. Cost $125.82 Unrealized +15.1%
ELME Wash Real Est Inv Tr MD REIT 0.1%
Value ($000) $227 Shares 10,228 Est. Cost $26.89 Unrealized
ADP Auto Data Processing 0.1%
Value ($000) $226 Shares 1,518 Est. Cost $112.57 Unrealized +12.8%
SCHR Schwab Intermediate US Treasury ETF 0.1%
Value ($000) $224 Shares 3,809 Est. Cost $54.84 Unrealized
KMB Kimberly-Clark Corp. 0.1%
Value ($000) $224 Shares 1,585 Est. Cost $81.20 Unrealized +38.8%
PPG P P G Industries Inc. 0.1%
Value ($000) $217 Shares 2,048 Est. Cost $78.48 Unrealized +10.0%
GS Goldman Sachs Group Inc 0.1%
Value ($000) $215 Shares 1,086 Est. Cost $142.17 Unrealized +15.5%
HD Home Depot 0.1%
Value ($000) $210 Shares 839 Est. Cost $110.99 Unrealized +79.9%
AMGN Amgen Incorporated 0.1%
Value ($000) $205 Shares 869 Est. Cost $93.12 Unrealized +105.8%
UNP Union Pacific 0.1%
Value ($000) $203 Shares 1,201 Est. Cost $73.77 Unrealized +91.7%
Tata Motors Ltd ADR 0.1%
Value ($000) $202 Shares 30,804 Est. Cost $19.58 Unrealized
RTX Raytheon Technologies Ord 0.1%
Value ($000) $200 Shares 3,245 Est. Cost $54.61 Unrealized 0.0%
IJR iShares S&P Sm Cap Idx 600 ETF 0.1%
Value ($000) $196 Shares 2,876 Est. Cost $87.12 Unrealized
VEU Vanguard FTSE All World ex US ETF 0.1%
Value ($000) $195 Shares 4,090 Est. Cost $8775.34 Unrealized
APD Air Products & Chemicals Inc. 0.1%
Value ($000) $191 Shares 789 Est. Cost $177.10 Unrealized +12.2%
AXP American Express Company 0.1%
Value ($000) $185 Shares 1,946 Est. Cost $80.53 Unrealized +6.3%
ITW Illinois Tool Works 0.1%
Value ($000) $185 Shares 1,059 Est. Cost $130.83 Unrealized +9.2%
PNC PNC Financial Services Group Inc. 0.1%
Value ($000) $184 Shares 1,751 Est. Cost $81.06 Unrealized +6.0%
EWT iShares MSCI Taiwan Index ETF 0.1%
Value ($000) $176 Shares 4,382 Est. Cost $29370.01 Unrealized
Atlas Air Worldwide Hldg 0.1%
Value ($000) $175 Shares 4,059 Est. Cost $37.87 Unrealized
ED Consolidated Edison Inc. 0.1%
Value ($000) $175 Shares 2,439 Est. Cost $47.06 Unrealized +33.1%
PEG Public Sv Enterprise 0.1%
Value ($000) $174 Shares 3,536 Est. Cost $29.56 Unrealized +39.1%
WDC Western Digital Corp. 0.1%
Value ($000) $168 Shares 3,795 Est. Cost $32.53 Unrealized -0.8%
PHG Kon Philips Electric NV 0.1%
Value ($000) $162 Shares 3,466 Est. Cost $38.77 Unrealized
MDY SPDR S&P Mid Cap 400 ETF 0.1%
Value ($000) $162 Shares 500 Est. Cost $252.97 Unrealized
ETN Eaton Corp. 0.1%
Value ($000) $161 Shares 1,848 Est. Cost $65.86 Unrealized +13.5%
CBRE CBRE Group Inc 0.1%
Value ($000) $158 Shares 3,485 Est. Cost $39.34 Unrealized +9.6%
IYW iShares Tr DJ U S Tech Sector ETF 0.0%
Value ($000) $157 Shares 583 Est. Cost $120249.80 Unrealized
Laboratory Corp of America Hlds 0.0%
Value ($000) $154 Shares 927 Est. Cost $158.67 Unrealized
CI Cigna Corp 0.0%
Value ($000) $153 Shares 817 Est. Cost $167.79 Unrealized +3.4%
Aberdeen Asia Pac Income Fd 0.0%
Value ($000) $153 Shares 40,073 Est. Cost $3.87 Unrealized
Plantronics Inc. 0.0%
Value ($000) $152 Shares 10,359 Est. Cost $41.00 Unrealized
ADM Archer-Daniels-Midland Inc. 0.0%
Value ($000) $151 Shares 3,786 Est. Cost $23.89 Unrealized +33.5%
CL Colgate-Palmolive 0.0%
Value ($000) $145 Shares 1,980 Est. Cost $54.23 Unrealized +15.0%
VYM Vanguard High Dividend Yd ETF 0.0%
Value ($000) $142 Shares 1,802 Est. Cost $77.32 Unrealized
BDX Becton Dickinson & Co 0.0%
Value ($000) $141 Shares 591 Est. Cost $84.34 Unrealized +161.2%
IYH iShares Dow J. Healthcare ETF 0.0%
Value ($000) $141 Shares 654 Est. Cost $144130.39 Unrealized
BIIB Biogen Idec Inc 0.0%
Value ($000) $140 Shares 525 Est. Cost $231.76 Unrealized +29.7%
ALL Allstate 0.0%
Value ($000) $138 Shares 1,426 Est. Cost $41.25 Unrealized +107.6%
TT Trane Technologies PLC 0.0%
Value ($000) $137 Shares 1,545 Est. Cost $93.73 Unrealized -13.9%
TPICQ TPI Composites Inc 0.0%
Value ($000) $137 Shares 5,866 Est. Cost $18.44 Unrealized +1.7%
CenturyLink Inc 0.0%
Value ($000) $136 Shares 13,526 Est. Cost $4004.73 Unrealized
META Facebook Inc Class A 0.0%
Value ($000) $131 Shares 575 Est. Cost $110.64 Unrealized +87.4%
VNQ Vanguard REIT ETF 0.0%
Value ($000) $129 Shares 1,638 Est. Cost $79.27 Unrealized
Thomson Reuters Corp 0.0%
Value ($000) $129 Shares 1,893 Est. Cost $59.08 Unrealized
TMO Thermo Fisher Scientific 0.0%
Value ($000) $127 Shares 351 Est. Cost $191.77 Unrealized +72.2%
NTR Nutrien Ltd 0.0%
Value ($000) $123 Shares 3,844 Est. Cost $38.36 Unrealized -24.6%
VTIP Vanguard Sh-Tm Inflat- Prot ETF 0.0%
Value ($000) $123 Shares 2,450 Est. Cost $4430.50 Unrealized
CB Chubb Limited 0.0%
Value ($000) $122 Shares 966 Est. Cost $113.30 Unrealized -6.3%
WTRG Essential utilities ord 0.0%
Value ($000) $120 Shares 2,830 Est. Cost $47.18 Unrealized -10.5%
DOW Dow In 0.0%
Value ($000) $119 Shares 2,916 Est. Cost $36.30 Unrealized -26.0%
HSY Hershey Foods Corp 0.0%
Value ($000) $118 Shares 907 Est. Cost $127.72 Unrealized -7.9%
XEL Xcel Energy Inc. 0.0%
Value ($000) $116 Shares 1,860 Est. Cost $25.62 Unrealized +106.1%
NOC Northrop Grumman Corp 0.0%
Value ($000) $110 Shares 358 Est. Cost $85.91 Unrealized +247.5%
LOW Lowes Companies Inc. 0.0%
Value ($000) $110 Shares 815 Est. Cost $95.83 Unrealized +7.8%
GIS General Mills, Inc. 0.0%
Value ($000) $109 Shares 1,766 Est. Cost $36.43 Unrealized +36.9%
SDY SPDR S&P Dividend ETF 0.0%
Value ($000) $107 Shares 1,172 Est. Cost $70.42 Unrealized
XRX Xerox Corp. 0.0%
Value ($000) $106 Shares 6,956 Est. Cost $31.33 Unrealized -44.9%
NVRI Harsco 0.0%
Value ($000) $106 Shares 7,813 Est. Cost $22.16 Unrealized -54.7%
PH Parker Hannifin Corp 0.0%
Value ($000) $102 Shares 555 Est. Cost $82.23 Unrealized +81.7%
WTS Watts Water Technologies 0.0%
Value ($000) $99 Shares 1,228 Est. Cost $46.26 Unrealized +74.2%
VTV Vanguard Value Index ETF 0.0%
Value ($000) $99 Shares 993 Est. Cost $2111.14 Unrealized
XYL Xylem Inc 0.0%
Value ($000) $98 Shares 1,501 Est. Cost $64.69 Unrealized -4.6%
SYY Sysco Corp. 0.0%
Value ($000) $97 Shares 1,783 Est. Cost $54.65 Unrealized -17.3%
IRM Iron Mountain Inc REIT 0.0%
Value ($000) $95 Shares 3,639 Est. Cost $19.96 Unrealized -3.4%
NVS Novartis Ag ADR 0.0%
Value ($000) $94 Shares 1,076 Est. Cost $82.92 Unrealized
DFJ Wisdomtree Japan SmCap Div ETF 0.0%
Value ($000) $91 Shares 1,420 Est. Cost $50.85 Unrealized
Unilever PLC ADR 0.0%
Value ($000) $91 Shares 1,666 Est. Cost $14923.62 Unrealized
Nextgen Healthcare Inc 0.0%
Value ($000) $90 Shares 8,170 Est. Cost $20.09 Unrealized
AMCX Amc Networks Inc Cl A 0.0%
Value ($000) $89 Shares 3,813 Est. Cost $48.89 Unrealized -46.4%
CNP Centerpoint Energy Inc 0.0%
Value ($000) $88 Shares 4,690 Est. Cost $16.42 Unrealized -9.5%
BR Broadridge Finl Solution 0.0%
Value ($000) $88 Shares 700 Est. Cost $66.85 Unrealized +57.5%
CRM Salesforce Com 0.0%
Value ($000) $84 Shares 450 Est. Cost $78.30 Unrealized +112.6%
SCHE Schwab Emerging Mkt ETF 0.0%
Value ($000) $84 Shares 3,430 Est. Cost $189.91 Unrealized
AFL A F L A C Inc. 0.0%
Value ($000) $84 Shares 2,344 Est. Cost $44.08 Unrealized -28.4%
TRP TransCanada Corp. 0.0%
Value ($000) $83 Shares 1,945 Est. Cost $35.43 Unrealized -5.6%
ORCL Oracle 0.0%
Value ($000) $80 Shares 1,449 Est. Cost $38.07 Unrealized +28.7%
China Automotive Systems Inc 0.0%
Value ($000) $80 Shares 27,705 Est. Cost $3.78 Unrealized
SUB iShares Short-Term National Muni Bond 0.0%
Value ($000) $79 Shares 735 Est. Cost $106.12 Unrealized
AJG Gallagher Arthur J & Co 0.0%
Value ($000) $78 Shares 800 Est. Cost $85.11 Unrealized -2.4%
WELL Welltower Inc REIT 0.0%
Value ($000) $78 Shares 1,500 Est. Cost $54.93 Unrealized -23.9%
DVN Devon Energy Corp 0.0%
Value ($000) $78 Shares 6,877 Est. Cost $36.20 Unrealized -76.8%
BAC Bank of America Corp 0.0%
Value ($000) $77 Shares 3,238 Est. Cost $19.63 Unrealized +4.8%
DIA SPDR Dow Jones Ind Avg ETF 0.0%
Value ($000) $77 Shares 300 Est. Cost $286.67 Unrealized
IJH iShares S&P Midcap 400 Index ETF 0.0%
Value ($000) $77 Shares 434 Est. Cost $177.78 Unrealized
CMA Comerica Incorporated 0.0%
Value ($000) $76 Shares 2,000 Est. Cost $48.34 Unrealized -45.2%
DVY iShares Select Dividend Idx ETF 0.0%
Value ($000) $75 Shares 932 Est. Cost $83.49 Unrealized
QQQ PowerShares QQQ Trust Sr 1 ETF 0.0%
Value ($000) $74 Shares 300 Est. Cost $210.46 Unrealized
CSX CSX Corp 0.0%
Value ($000) $73 Shares 1,053 Est. Cost $20.83 Unrealized -1.5%
BK Bank of New York Mellon 0.0%
Value ($000) $72 Shares 1,867 Est. Cost $35.44 Unrealized -12.3%
DD E I DuPont 0.0%
Value ($000) $70 Shares 1,314 Est. Cost $27.24 Unrealized -36.0%
Westpac Banking ADR 0.0%
Value ($000) $68 Shares 5,475 Est. Cost $50.80 Unrealized
CMCSA Comcast Corp. 0.0%
Value ($000) $68 Shares 1,744 Est. Cost $26.72 Unrealized +22.6%
Nuveen Muni Value Fd Inc. 0.0%
Value ($000) $68 Shares 6,640 Est. Cost $10.24 Unrealized
RSP Rydex S&P 500 Eq Wgt ETF 0.0%
Value ($000) $66 Shares 645 Est. Cost $103.47 Unrealized
EMBJ Embraer S.A. 0.0%
Value ($000) $66 Shares 11,045 Est. Cost $5290.61 Unrealized
UDR UDR Inc 0.0%
Value ($000) $65 Shares 1,750 Est. Cost $16.51 Unrealized +83.1%
PSA Public Storage, Inc. 0.0%
Value ($000) $65 Shares 339 Est. Cost $109.31 Unrealized +38.7%
IGIB Ishares Tr Intrm Tr Crp Etf 0.0%
Value ($000) $65 Shares 1,080 Est. Cost $80.43 Unrealized
MPC Marathon Petroleum Corp 0.0%
Value ($000) $64 Shares 1,706 Est. Cost $37.71 Unrealized -28.0%
TXN Texas Instruments Inc. 0.0%
Value ($000) $63 Shares 500 Est. Cost $77.65 Unrealized +28.2%
OTIS OTIS Worldwide Corp-Wi 0.0%
Value ($000) $61 Shares 1,075 Est. Cost $47.48 Unrealized 0.0%
IYF iShares DJ US Financial ETF 0.0%
Value ($000) $61 Shares 554 Est. Cost $101459.93 Unrealized
SHW Sherwin Williams 0.0%
Value ($000) $61 Shares 105 Est. Cost $130.86 Unrealized +31.1%
FXI iShares Tr China 25 Index ETF 0.0%
Value ($000) $59 Shares 1,498 Est. Cost $39.05 Unrealized
PRF Powershares FTSE RAFI ETF 0.0%
Value ($000) $59 Shares 546 Est. Cost $117.76 Unrealized
IMO Imperial Oil Ltd 0.0%
Value ($000) $59 Shares 3,645 Est. Cost $30.07 Unrealized -57.3%
FTNT Fortinet Inc 0.0%
Value ($000) $57 Shares 415 Est. Cost $7.07 Unrealized +255.0%
TDC Teradata Corp 0.0%
Value ($000) $57 Shares 2,743 Est. Cost $51.34 Unrealized -57.7%
EXPD Expeditors Int'l of Washington 0.0%
Value ($000) $57 Shares 745 Est. Cost $43.26 Unrealized +57.9%
MA Mastercard Inc 0.0%
Value ($000) $56 Shares 189 Est. Cost $183.32 Unrealized +49.1%
ACN Accenture Ltd Cl A F 0.0%
Value ($000) $56 Shares 261 Est. Cost $115.46 Unrealized +51.2%
PM Philip Morris Intl Inc 0.0%
Value ($000) $55 Shares 787 Est. Cost $56.31 Unrealized -2.7%
HOPE Hope Bancorp Inc 0.0%
Value ($000) $54 Shares 5,854 Est. Cost $16.36 Unrealized -45.2%
SWKS Skyworks Solutions Inc. 0.0%
Value ($000) $54 Shares 421 Est. Cost $64.91 Unrealized +48.7%
UPS United Parcel Service 0.0%
Value ($000) $53 Shares 480 Est. Cost $84.25 Unrealized -5.3%
ECL Ecolab Inc. 0.0%
Value ($000) $52 Shares 263 Est. Cost $103.58 Unrealized +75.9%
KMX CarMax Inc 0.0%
Value ($000) $52 Shares 584 Est. Cost $78.21 Unrealized +0.2%
TROW T. Rowe Price Associates 0.0%
Value ($000) $51 Shares 410 Est. Cost $50.99 Unrealized +76.2%
IWP iShares Russell Midcap Grth ETF 0.0%
Value ($000) $50 Shares 314 Est. Cost $97390.98 Unrealized
BIV Vanguard Interm. Bond Idx ETF 0.0%
Value ($000) $50 Shares 538 Est. Cost $84.28 Unrealized
BALL Ball Corp 0.0%
Value ($000) $49 Shares 712 Est. Cost $65.15 Unrealized -3.0%
CARR Carrier Global Corp-Wi 0.0%
Value ($000) $48 Shares 2,154 Est. Cost $17.13 Unrealized 0.0%
MHK Mohawk Industries Inc 0.0%
Value ($000) $48 Shares 474 Est. Cost $131.82 Unrealized -33.3%
DOV Dover Corporation 0.0%
Value ($000) $48 Shares 500 Est. Cost $87.19 Unrealized -1.8%
America Movil L ADR 0.0%
Value ($000) $46 Shares 3,600 Est. Cost $15.10 Unrealized
ERTH Invesco Cleantech ETF 0.0%
Value ($000) $45 Shares 920 Est. Cost $38.04 Unrealized
VMware Inc Cl A 0.0%
Value ($000) $45 Shares 292 Est. Cost $181.51 Unrealized
VOT Vanguard Mid-Cap Growth ETF 0.0%
Value ($000) $44 Shares 265 Est. Cost $129.01 Unrealized
RSG Republic Services Inc 0.0%
Value ($000) $44 Shares 537 Est. Cost $26.37 Unrealized +182.4%
ELV Anthem Inc 0.0%
Value ($000) $43 Shares 165 Est. Cost $105.54 Unrealized +134.1%
XLU SPDR Utility Select Sec ETF 0.0%
Value ($000) $42 Shares 742 Est. Cost $48569.97 Unrealized
VOE Vanguard Mid Cap Value ETF 0.0%
Value ($000) $42 Shares 440 Est. Cost $85642.11 Unrealized
KLAC KLA-Tencor Corporation 0.0%
Value ($000) $41 Shares 213 Est. Cost $118.67 Unrealized +35.1%
XLY SPDR Consumer Disc Select ETF 0.0%
Value ($000) $39 Shares 302 Est. Cost $81400.11 Unrealized
SYK Stryker Corp. 0.0%
Value ($000) $39 Shares 215 Est. Cost $66.05 Unrealized +163.0%
USB U S Bancorp 0.0%
Value ($000) $39 Shares 1,050 Est. Cost $37.76 Unrealized -26.2%
IR Ingersoll Rand Inc 0.0%
Value ($000) $38 Shares 1,361 Est. Cost $31.60 Unrealized -11.1%
GPN Global Payments Inc 0.0%
Value ($000) $38 Shares 223 Est. Cost $70.19 Unrealized +126.4%
Etho Climate Leader US ETF 0.0%
Value ($000) $38 Shares 920 Est. Cost $34.85 Unrealized
KEP Korea Elec Power Co 0.0%
Value ($000) $37 Shares 4,584 Est. Cost $16.83 Unrealized
COR Amerisource Bergen Corp. 0.0%
Value ($000) $36 Shares 360 Est. Cost $61.76 Unrealized +28.8%
ACNB ACNB Corporation 0.0%
Value ($000) $35 Shares 1,321 Est. Cost $14.38 Unrealized +42.5%
Travelcenters of America 0.0%
Value ($000) $35 Shares 2,264 Est. Cost $12.29 Unrealized
Blackrock Inc 0.0%
Value ($000) $35 Shares 65 Est. Cost $369.23 Unrealized
UNH Unitedhealth Group Inc. 0.0%
Value ($000) $35 Shares 120 Est. Cost $142.11 Unrealized +83.7%
Walgreens Boots Alli 0.0%
Value ($000) $34 Shares 800 Est. Cost $62.50 Unrealized
MMM 3M Company 0.0%
Value ($000) $34 Shares 217 Est. Cost $86.64 Unrealized +18.2%
New Oriental Ed ADR 0.0%
Value ($000) $33 Shares 250 Est. Cost $21.68 Unrealized
India Fund 0.0%
Value ($000) $32 Shares 2,057 Est. Cost $18.70 Unrealized
SIMO Silicon Motion Tech ADR 0.0%
Value ($000) $32 Shares 660 Est. Cost $14.40 Unrealized
HAL Halliburton Company 0.0%
Value ($000) $31 Shares 2,372 Est. Cost $32.75 Unrealized -70.1%
SXI Standex Int'l Corp. 0.0%
Value ($000) $30 Shares 520 Est. Cost $68.90 Unrealized -26.4%
ZM Zoom video communications-A 0.0%
Value ($000) $30 Shares 120 Est. Cost $98.68 Unrealized +82.3%
Kansas City Southern 0.0%
Value ($000) $30 Shares 202 Est. Cost $105.26 Unrealized
JKS JinkoSolar Hldg ADR 0.0%
Value ($000) $29 Shares 1,657 Est. Cost $18.11 Unrealized
VBK Vanguard Small Cap Growth ETF 0.0%
Value ($000) $27 Shares 134 Est. Cost $187.97 Unrealized
DHR Danaher Corp 0.0%
Value ($000) $27 Shares 150 Est. Cost $38.22 Unrealized +266.3%
TILE Interface Inc 0.0%
Value ($000) $27 Shares 3,284 Est. Cost $16.08 Unrealized -47.2%
INTU Intuit 0.0%
Value ($000) $26 Shares 87 Est. Cost $139.40 Unrealized +90.0%
Jacobs Engineering Group Inc 0.0%
Value ($000) $26 Shares 303 Est. Cost $85.81 Unrealized
Natus Medical Incorporated 0.0%
Value ($000) $26 Shares 1,200 Est. Cost $13.33 Unrealized
Unilever NV 0.0%
Value ($000) $25 Shares 471 Est. Cost $152.68 Unrealized
CINF Cincinnati Financial Corp 0.0%
Value ($000) $25 Shares 390 Est. Cost $80.87 Unrealized -29.5%
BMRN Biomarin Pharmaceutical Inc 0.0%
Value ($000) $25 Shares 200 Est. Cost $62.32 Unrealized +59.5%
Royce Micro-Cap Trust 0.0%
Value ($000) $25 Shares 3,502 Est. Cost $9.71 Unrealized
CNI Canadian Natl Ry Co 0.0%
Value ($000) $24 Shares 275 Est. Cost $56.85 Unrealized +31.5%
EWJ iShares MSCI Japan Index ETF 0.0%
Value ($000) $24 Shares 437 Est. Cost $48860.28 Unrealized
COF Capital One Financial 0.0%
Value ($000) $24 Shares 377 Est. Cost $57.49 Unrealized -1.5%
IDA IdaCorp Inc. 0.0%
Value ($000) $24 Shares 271 Est. Cost $73.56 Unrealized +22.7%
EPD Enterprise Products Prtn LP 0.0%
Value ($000) $24 Shares 1,324 Est. Cost $18.13 Unrealized
CTVA Corteva Inc com 0.0%
Value ($000) $24 Shares 912 Est. Cost $25.02 Unrealized -2.7%
QCOM Qualcomm Inc. 0.0%
Value ($000) $23 Shares 250 Est. Cost $43.67 Unrealized +62.5%
AGG iShares Lehman Agg Bond Fd ETF 0.0%
Value ($000) $23 Shares 195 Est. Cost $105.49 Unrealized
Annaly Mortgage Mgmt REIT 0.0%
Value ($000) $23 Shares 3,520 Est. Cost $9.94 Unrealized
GPC Genuine Parts Co 0.0%
Value ($000) $22 Shares 250 Est. Cost $74.23 Unrealized -9.3%
SLYV SPDR S&P 600 Small Cap ETF 0.0%
Value ($000) $22 Shares 446 Est. Cost $72.51 Unrealized
LBRDK Liberty Broadband Corp 0.0%
Value ($000) $22 Shares 174 Est. Cost $92.31 Unrealized +27.3%
VTWO Vangard Russell 2000 ETF 0.0%
Value ($000) $22 Shares 193 Est. Cost $86.20 Unrealized
IJK iShares S&P Mid-Cap Grow ETF 0.0%
Value ($000) $22 Shares 99 Est. Cost $222.22 Unrealized
WH Wyndham Hotels & Resorts Inc 0.0%
Value ($000) $21 Shares 487 Est. Cost $54.71 Unrealized -25.5%
VB Vanguard Small Cap Etf 0.0%
Value ($000) $21 Shares 145 Est. Cost $139.92 Unrealized
Liberty Formula One Group 0.0%
Value ($000) $20 Shares 631 Est. Cost $38.03 Unrealized
Blkrck Muniyield Qlty Fd 0.0%
Value ($000) $20 Shares 1,300 Est. Cost $15.38 Unrealized
ALLE Allegion Public Ltd Co 0.0%
Value ($000) $20 Shares 200 Est. Cost $93.98 Unrealized -2.6%
PNR Pentair PLC 0.0%
Value ($000) $20 Shares 523 Est. Cost $35.55 Unrealized -8.1%
FBIN Fortune Brands Home & Security 0.0%
Value ($000) $20 Shares 306 Est. Cost $39.12 Unrealized +9.2%
AMT American Tower REIT 0.0%
Value ($000) $20 Shares 77 Est. Cost $95.37 Unrealized +120.8%
IDXX Idexx Labs Inc. 0.0%
Value ($000) $19 Shares 57 Est. Cost $71.33 Unrealized +305.9%
OII Oceaneering Int'l Inc 0.0%
Value ($000) $19 Shares 2,980 Est. Cost $26.46 Unrealized -80.1%
HSBC HSBC Holdings PLC ADR 0.0%
Value ($000) $19 Shares 809 Est. Cost $51.54 Unrealized
EBAY E Bay Inc. 0.0%
Value ($000) $19 Shares 355 Est. Cost $34.53 Unrealized +11.3%
BP BP plc ADR 0.0%
Value ($000) $19 Shares 808 Est. Cost $41.85 Unrealized
SRE Sempra Energy 0.0%
Value ($000) $18 Shares 151 Est. Cost $27.80 Unrealized +83.7%
TELFY Telefonica ADR 0.0%
Value ($000) $18 Shares 3,676 Est. Cost $11.02 Unrealized
ZBH Zimmer Biomet Holdings Inc. 0.0%
Value ($000) $18 Shares 153 Est. Cost $68.96 Unrealized +59.5%
MO Altria Group Inc. 0.0%
Value ($000) $18 Shares 464 Est. Cost $31.11 Unrealized -19.8%
EXC Exelon Corp. 0.0%
Value ($000) $18 Shares 489 Est. Cost $16.59 Unrealized +30.9%
MRSH Marsh & McLennan Co's 0.0%
Value ($000) $18 Shares 163 Est. Cost $69.18 Unrealized +34.4%
DEEP Deep Value ETF 0.0%
Value ($000) $18 Shares 811 Est. Cost $34.38 Unrealized
WFC Wells Fargo & Co 0.0%
Value ($000) $17 Shares 654 Est. Cost $41.06 Unrealized -41.6%
STZ Constellation Brand Cl Aclass A 0.0%
Value ($000) $17 Shares 100 Est. Cost $122.55 Unrealized +23.9%
BHP BHP Billiton Ltd. ADR 0.0%
Value ($000) $17 Shares 333 Est. Cost $57.06 Unrealized
CDK Global Inc 0.0%
Value ($000) $17 Shares 400 Est. Cost $50.00 Unrealized
JBLU JetBlue Airways Corp. 0.0%
Value ($000) $16 Shares 1,435 Est. Cost $6.54 Unrealized +50.5%
MU Micron Technology 0.0%
Value ($000) $16 Shares 306 Est. Cost $44.03 Unrealized +4.5%
VBR Vanguard Small Cap Value ETF 0.0%
Value ($000) $16 Shares 147 Est. Cost $133.09 Unrealized
Amarin Corp Plc New ADR 0.0%
Value ($000) $16 Shares 2,325 Est. Cost $7.36 Unrealized
PIO Guggenheim S&P Global Water Index 0.0%
Value ($000) $16 Shares 495 Est. Cost $29.12 Unrealized
GD General Dynamics Corp. 0.0%
Value ($000) $15 Shares 103 Est. Cost $152.08 Unrealized -18.3%
IWN Ishares Russell 2000 Value ETF 0.0%
Value ($000) $15 Shares 151 Est. Cost $85289.66 Unrealized
MS Morgan Stanley Dean Witter 0.0%
Value ($000) $15 Shares 312 Est. Cost $35.02 Unrealized +0.5%
VGT Vanguard Info Technology ETF 0.0%
Value ($000) $15 Shares 55 Est. Cost $216.22 Unrealized
EMN Eastman Chemical Co. 0.0%
Value ($000) $14 Shares 200 Est. Cost $56.99 Unrealized -9.3%
VGK Vanguard MSCI Europe ETF 0.0%
Value ($000) $14 Shares 287 Est. Cost $54.26 Unrealized
FSK FS KKR Capital Corp 0.0%
Value ($000) $14 Shares 1,025 Est. Cost $6.35 Unrealized 0.0%
Wyndham Destinations Inc 0.0%
Value ($000) $14 Shares 487 Est. Cost $44.31 Unrealized
ARWR Arrowhead Pharma Inc 0.0%
Value ($000) $14 Shares 320 Est. Cost $6.48 Unrealized +444.5%
IWS iShares Russell Midcap Val. Idx ETF 0.0%
Value ($000) $14 Shares 187 Est. Cost $84.22 Unrealized
EEM iShares MSCI Emerging Market ETF 0.0%
Value ($000) $14 Shares 349 Est. Cost $38.63 Unrealized
BHB Bar Harbor Bankshare 0.0%
Value ($000) $13 Shares 573 Est. Cost $21.13 Unrealized -29.7%
PYPL Paypal Holdings 0.0%
Value ($000) $13 Shares 75 Est. Cost $110.25 Unrealized +25.1%
NVT Nvent Electric Plc Shs 0.0%
Value ($000) $13 Shares 700 Est. Cost $21.87 Unrealized -25.0%
FNLC First Bancorp Inc Me 0.0%
Value ($000) $13 Shares 600 Est. Cost $9.14 Unrealized +67.4%
TSLA Tesla Motors 0.0%
Value ($000) $13 Shares 12 Est. Cost $21.15 Unrealized +155.8%
ADI Analog Devices Inc. 0.0%
Value ($000) $12 Shares 95 Est. Cost $99.37 Unrealized 0.0%
NUE Nucor Corp 0.0%
Value ($000) $12 Shares 280 Est. Cost $32.41 Unrealized +12.4%
TJX TJX Companies Inc 0.0%
Value ($000) $12 Shares 230 Est. Cost $39.79 Unrealized +17.2%
HPE Hewlett Packard Ente 0.0%
Value ($000) $12 Shares 1,200 Est. Cost $12.18 Unrealized -32.5%
PPL PPL Corporation 0.0%
Value ($000) $12 Shares 466 Est. Cost $24.72 Unrealized -16.5%
IEV iShares Tr S&P Europe 350 ETF 0.0%
Value ($000) $12 Shares 300 Est. Cost $41.34 Unrealized
IWO iShares Russell 2000 Growth ETF 0.0%
Value ($000) $11 Shares 54 Est. Cost $153939.39 Unrealized
VPL Vanguard FTSE Pacific ETF 0.0%
Value ($000) $11 Shares 173 Est. Cost $62.14 Unrealized
ETFMG Alternative Harvest ETF 0.0%
Value ($000) $11 Shares 857 Est. Cost $20.24 Unrealized
Magellan Midstream Ptnrs 0.0%
Value ($000) $11 Shares 260 Est. Cost $42.31 Unrealized
SNY Sanofi Aventis ADR 0.0%
Value ($000) $11 Shares 210 Est. Cost $52.38 Unrealized
VIACOMCBS CL 0.0%
Value ($000) $10 Shares 432 Est. Cost $41.67 Unrealized
SPOT Spotify Technology SA 0.0%
Value ($000) $10 Shares 40 Est. Cost $141.17 Unrealized +21.4%
SHE SPDR SSGA Gender Diversity ETF 0.0%
Value ($000) $10 Shares 140 Est. Cost $71.43 Unrealized
BKNG Booking Holdings Inc 0.0%
Value ($000) $10 Shares 6 Est. Cost $1497.60 Unrealized 0.0%
SK Telecom Ltd ADR 0.0%
Value ($000) $9 Shares 448 Est. Cost $19.30 Unrealized
Reaves Utility Income Fd 0.0%
Value ($000) $9 Shares 300 Est. Cost $30.00 Unrealized
TR Tootsie Roll Inds 0.0%
Value ($000) $9 Shares 277 Est. Cost $30.88 Unrealized -1.0%
TWI Titan International Inc 0.0%
Value ($000) $9 Shares 6,455 Est. Cost $14.67 Unrealized -90.8%
CDP Corp Office Pptys REIT 0.0%
Value ($000) $9 Shares 343 Est. Cost $29.53 Unrealized
DEO Diageo PLC ADR 0.0%
Value ($000) $8 Shares 59 Est. Cost Unrealized
ENB Enbridge Inc Com 0.0%
Value ($000) $8 Shares 250 Est. Cost $21.09 Unrealized 0.0%
Cerner Corp 0.0%
Value ($000) $8 Shares 120 Est. Cost $70.03 Unrealized
VSS Vgrd Ftse All Wrld Ex US ETF 0.0%
Value ($000) $8 Shares 79 Est. Cost $94026.79 Unrealized
HMC Honda Motor Co. ADR 0.0%
Value ($000) $8 Shares 300 Est. Cost $142.94 Unrealized
SGOL Aberdeen Physical Swiss Gold ETF 0.0%
Value ($000) $7 Shares 400 Est. Cost $26.00 Unrealized
Goldman Sachs 5.5 Pfd 0.0%
Value ($000) $7 Shares 273 Est. Cost $25.64 Unrealized
Black Rock Resources Tr 0.0%
Value ($000) $7 Shares 1,163 Est. Cost $6.88 Unrealized
IEMG iShares Core MSCI ETF 0.0%
Value ($000) $6 Shares 119 Est. Cost $51.20 Unrealized
PRU Prudential Financial Inc. 0.0%
Value ($000) $6 Shares 100 Est. Cost $68.34 Unrealized -35.3%
UAL United Continental Holdings Inc 0.0%
Value ($000) $6 Shares 183 Est. Cost $84.40 Unrealized -64.5%
VV Vanguard Large-Cap ETF 0.0%
Value ($000) $6 Shares 43 Est. Cost $139.53 Unrealized
NSA National Storage Aff REIT 0.0%
Value ($000) $6 Shares 200 Est. Cost $25.00 Unrealized
EIX Edison International 0.0%
Value ($000) $6 Shares 104 Est. Cost $36.63 Unrealized +21.7%
OMC Omnicom Group Inc 0.0%
Value ($000) $6 Shares 102 Est. Cost $44.27 Unrealized 0.0%
SU Suncor Energy Inc. 0.0%
Value ($000) $5 Shares 324 Est. Cost $22.03 Unrealized -37.7%
PFF iShares S&P U S Pfd Stk ETF 0.0%
Value ($000) $5 Shares 153 Est. Cost $39.22 Unrealized
SNAP Snap Inc 0.0%
Value ($000) $5 Shares 200 Est. Cost $14.74 Unrealized +20.7%
ALV Autoliv Inc 0.0%
Value ($000) $4 Shares 62 Est. Cost $66.56 Unrealized -20.4%
HASI Hannon Armstrong Sus REIT 0.0%
Value ($000) $4 Shares 130 Est. Cost $14.19 Unrealized +46.7%
Gw Pharmaceutic Plc 0.0%
Value ($000) $4 Shares 30 Est. Cost $82.67 Unrealized
ALK Alaska Air Group Inc. 0.0%
Value ($000) $4 Shares 100 Est. Cost $82.77 Unrealized -60.7%
VCIT Vanguard Interm-Temp Corp Bd ETF 0.0%
Value ($000) $4 Shares 45 Est. Cost $88.89 Unrealized
VCSH Vanguard Corp Bond ETF 0.0%
Value ($000) $4 Shares 54 Est. Cost $74.07 Unrealized
DBX Dropbox Inc Cl A 0.0%
Value ($000) $4 Shares 172 Est. Cost $30.21 Unrealized -30.1%
VO Vanguard Mid Cap Etf 0.0%
Value ($000) $4 Shares 27 Est. Cost $185.19 Unrealized
WAB WABTec 0.0%
Value ($000) $3 Shares 49 Est. Cost $70.88 Unrealized -22.7%
KSS Kohls Corp. 0.0%
Value ($000) $3 Shares 135 Est. Cost $51.75 Unrealized -62.8%
NVDA Nvidia Corp 0.0%
Value ($000) $3 Shares 8 Est. Cost $4.18 Unrealized +92.7%
U S X-US Steel Group 0.0%
Value ($000) $3 Shares 450 Est. Cost $19.06 Unrealized
OXY Occidental Petroleum Corp. 0.0%
Value ($000) $3 Shares 175 Est. Cost $57.83 Unrealized -74.4%
Yield10 Bioscience Inc 0.0%
Value ($000) $2 Shares 242 Est. Cost $4.13 Unrealized
AMC Entertainment 0.0%
Value ($000) $2 Shares 512 Est. Cost $10.70 Unrealized
MRNA Moderna Inc 0.0%
Value ($000) $2 Shares 25 Est. Cost $54.76 Unrealized 0.0%
EA Electronic Arts Inc 0.0%
Value ($000) $1 Shares 10 Est. Cost $114.88 Unrealized 0.0%
BUD Anheuser Busch Co., Inc. 0.0%
Value ($000) $1 Shares 20 Est. Cost $50.00 Unrealized
DDD 3d Systems Corp 0.0%
Value ($000) $1 Shares 100 Est. Cost $14.46 Unrealized -48.3%
Terra Tech Corp 0.0%
Value ($000) $0 Shares 590 Est. Cost $1.69 Unrealized
Tilray Inc 0.0%
Value ($000) $0 Shares 59 Est. Cost $16.95 Unrealized
GPRO Gopro Inc 0.0%
Value ($000) $0 Shares 5 Est. Cost $23.22 Unrealized -83.7%
SJM J M Smuckers Co. 0.0%
Value ($000) $0 Shares 4 Est. Cost $98.11 Unrealized -4.7%
Bristol Myers Squibb 0.0%
Value ($000) $0 Shares 129 Est. Cost $3.04 Unrealized
DKS Dick's Sporting Goods Inc 0.0%
Value ($000) $0 Shares 8 Est. Cost $35.08 Unrealized -23.5%