Clean Yield Group Diversified Active

CIK: 0001525865 · Show all filings

Period: Q4 2019 (← Previous) (Next →)

Filing Date: Jan 17, 2020

Total Value ($000): $319,053 (100.0% shares, 0.0% debt)

Holdings (351)

SPY SPDR S&P 500 ETF 18.0%
Value ($000) $57,389 Shares 178,300 Est. Cost $208.37 Unrealized
CENTURY BANCORP INC MASS CL A NON VTG 3.0%
Value ($000) $9,526 Shares 105,896 Est. Cost $44.21 Unrealized
AAPL APPLE INC COM 2.9%
Value ($000) $9,237 Shares 31,454 Est. Cost $18.70 Unrealized +231.6%
JNJ JOHNSON & JOHNSON COM 2.7%
Value ($000) $8,703 Shares 59,666 Est. Cost $67.12 Unrealized +70.0%
UNILEVER N V N Y SHS NEW 2.0%
Value ($000) $6,451 Shares 112,266 Est. Cost $46.53 Unrealized
VOD VODAFONE GROUP PLC NEW SPONSORED ADR 2.0%
Value ($000) $6,445 Shares 333,429 Est. Cost $22.47 Unrealized
GIS GENERAL MLS INC COM 2.0%
Value ($000) $6,436 Shares 120,161 Est. Cost $33.83 Unrealized +26.5%
HASI HANNON ARMSTRONG SUST INFR CAP COM 1.9%
Value ($000) $5,980 Shares 185,820 Est. Cost $9.61 Unrealized +129.2%
XRAY DENTSPLY SIRONA INC COM 1.9%
Value ($000) $5,950 Shares 105,137 Est. Cost $39.04 Unrealized +42.8%
PG PROCTER & GAMBLE CO COM 1.8%
Value ($000) $5,854 Shares 46,873 Est. Cost $64.75 Unrealized +62.5%
ITW ILLINOIS TOOL WKS INC COM 1.8%
Value ($000) $5,783 Shares 32,194 Est. Cost $50.28 Unrealized +191.0%
TU TELUS CORP COM 1.8%
Value ($000) $5,689 Shares 146,891 Est. Cost $17.44 Unrealized +6.2%
HIW HIGHWOODS PPTYS INC COM 1.8%
Value ($000) $5,677 Shares 116,075 Est. Cost $43.21 Unrealized
PHYSICIANS RLTY TR COM 1.7%
Value ($000) $5,534 Shares 292,182 Est. Cost $15.83 Unrealized
SNY SANOFI SPONSORED ADR 1.7%
Value ($000) $5,532 Shares 110,207 Est. Cost $40.78 Unrealized
HIFS HINGHAM INSTN SVGS MASS COM 1.6%
Value ($000) $5,101 Shares 24,268 Est. Cost $138.04 Unrealized +29.5%
CSCO CISCO SYS INC COM 1.5%
Value ($000) $4,895 Shares 102,059 Est. Cost $21.63 Unrealized +78.2%
AMERICAN CAMPUS CMNTYS INC COM 1.5%
Value ($000) $4,696 Shares 99,855 Est. Cost $41.82 Unrealized
MKC MCCORMICK & CO INC COM NON VTG 1.5%
Value ($000) $4,646 Shares 27,371 Est. Cost $28.19 Unrealized +159.9%
CL COLGATE PALMOLIVE CO COM 1.4%
Value ($000) $4,429 Shares 64,338 Est. Cost $55.63 Unrealized +6.3%
MRK MERCK & CO INC COM 1.3%
Value ($000) $4,230 Shares 46,507 Est. Cost $43.17 Unrealized +56.5%
HEALTHCARE TR AMER INC CL A NEW 1.2%
Value ($000) $3,976 Shares 131,295 Est. Cost $29.45 Unrealized
BIIB BIOGEN INC COM 1.2%
Value ($000) $3,929 Shares 13,240 Est. Cost $286.71 Unrealized -3.2%
ADP AUTOMATIC DATA PROCESSING INC COM 1.2%
Value ($000) $3,874 Shares 22,724 Est. Cost $50.11 Unrealized +189.5%
MSFT MICROSOFT CORP COM 1.2%
Value ($000) $3,852 Shares 24,429 Est. Cost $31.80 Unrealized +337.8%
AMGN AMGEN INC COM 1.2%
Value ($000) $3,736 Shares 15,499 Est. Cost $91.83 Unrealized +98.9%
MMM 3M CO COM 1.2%
Value ($000) $3,694 Shares 20,936 Est. Cost $101.36 Unrealized +10.3%
PEP PEPSICO INC COM 1.1%
Value ($000) $3,622 Shares 26,499 Est. Cost $72.03 Unrealized +56.6%
NVO NOVO-NORDISK A S ADR 1.1%
Value ($000) $3,397 Shares 58,684 Est. Cost $50.87 Unrealized
HAIN HAIN CELESTIAL GROUP INC 1.0%
Value ($000) $3,098 Shares 119,373 Est. Cost $27.88 Unrealized -14.3%
VZ VERIZON COMMUNICATIONS INC COM 0.9%
Value ($000) $2,996 Shares 48,802 Est. Cost $28.16 Unrealized +52.0%
UTMD UTAH MED PRODS INC COM 0.9%
Value ($000) $2,956 Shares 27,400 Est. Cost $56.77 Unrealized +78.5%
DOC HEALTHPEAK PPTYS INC COM 0.9%
Value ($000) $2,915 Shares 84,560 Est. Cost $25.47 Unrealized 0.0%
GILD GILEAD SCIENCES INC COM 0.9%
Value ($000) $2,882 Shares 44,351 Est. Cost $62.05 Unrealized -17.4%
BDX BECTON DICKINSON & CO COM 0.9%
Value ($000) $2,876 Shares 10,576 Est. Cost $79.22 Unrealized +185.8%
INTU INTUIT COM 0.9%
Value ($000) $2,784 Shares 10,630 Est. Cost $64.10 Unrealized +292.3%
LKFN LAKELAND FINL CORP COM 0.8%
Value ($000) $2,475 Shares 50,580 Est. Cost $36.85 Unrealized +6.1%
MCD MCDONALDS CORP COM 0.8%
Value ($000) $2,449 Shares 12,391 Est. Cost $80.19 Unrealized +114.4%
MAA MID AMER APT CMNTYS INC COM 0.7%
Value ($000) $2,349 Shares 17,818 Est. Cost $71.31 Unrealized +52.4%
ALC ALCON INC ORD SHS 0.7%
Value ($000) $2,250 Shares 39,770 Est. Cost $57.22 Unrealized -1.3%
HD HOME DEPOT INC 0.6%
Value ($000) $2,000 Shares 9,159 Est. Cost $81.40 Unrealized +139.6%
BHB BAR HBR BANKSHARES COM 0.6%
Value ($000) $1,992 Shares 78,438 Est. Cost $15.42 Unrealized +28.9%
EXPD EXPEDITORS INTL WASH INC COM 0.6%
Value ($000) $1,988 Shares 25,482 Est. Cost $33.54 Unrealized +107.4%
USB US BANCORP DEL COM NEW 0.6%
Value ($000) $1,913 Shares 32,264 Est. Cost $39.00 Unrealized +13.7%
CAC CAMDEN NATL CORP COM 0.6%
Value ($000) $1,910 Shares 41,462 Est. Cost $22.16 Unrealized +54.4%
CVS CVS HEALTH CORP COM 0.5%
Value ($000) $1,754 Shares 23,608 Est. Cost $59.34 Unrealized -2.6%
AWK AMERICAN WTR WKS CO INC NEW COM 0.5%
Value ($000) $1,695 Shares 13,795 Est. Cost $36.65 Unrealized +194.7%
PFE PFIZER INC COM 0.5%
Value ($000) $1,583 Shares 40,406 Est. Cost $18.78 Unrealized +42.2%
SYK STRYKER CORP COM 0.5%
Value ($000) $1,573 Shares 7,491 Est. Cost $62.17 Unrealized +212.3%
LTC LTC PPTYS INC COM 0.5%
Value ($000) $1,570 Shares 35,072 Est. Cost $44.77 Unrealized
GPC GENUINE PARTS CO COM 0.5%
Value ($000) $1,495 Shares 14,077 Est. Cost $60.67 Unrealized +42.1%
PDM PIEDMONT OFFICE REALTY TR INC COM CL A 0.5%
Value ($000) $1,448 Shares 65,090 Est. Cost $20.18 Unrealized
AMRC AMERESCO INC CL A 0.5%
Value ($000) $1,444 Shares 82,525 Est. Cost $9.95 Unrealized +58.2%
TMO THERMO FISHER SCIENTIFIC INC COM 0.4%
Value ($000) $1,292 Shares 3,978 Est. Cost $87.30 Unrealized +241.8%
NSP INSPERITY INC COM 0.4%
Value ($000) $1,210 Shares 14,067 Est. Cost $43.07 Unrealized +70.2%
SYY SYSCO CORP COM 0.4%
Value ($000) $1,138 Shares 13,302 Est. Cost $27.22 Unrealized +151.7%
SJM SMUCKER J M CO COM NEW 0.4%
Value ($000) $1,123 Shares 10,788 Est. Cost $70.70 Unrealized +22.5%
TXN TEXAS INSTRS INC COM 0.3%
Value ($000) $1,115 Shares 8,695 Est. Cost $41.69 Unrealized +148.8%
ABBV ABBVIE INC COM 0.3%
Value ($000) $1,044 Shares 11,790 Est. Cost $45.41 Unrealized +42.3%
ABT ABBOTT LABS COM 0.3%
Value ($000) $1,039 Shares 11,964 Est. Cost $36.67 Unrealized +105.3%
KAI KADANT INC COM 0.3%
Value ($000) $1,004 Shares 9,533 Est. Cost $40.14 Unrealized +128.0%
IBM INTERNATIONAL BUSINESS MACHS COM 0.3%
Value ($000) $937 Shares 6,987 Est. Cost $107.60 Unrealized -7.2%
GOOGL ALPHABET CLASS A 0.3%
Value ($000) $928 Shares 693 Est. Cost $36.75 Unrealized +74.2%
AQUA AMERICA INC COM 0.3%
Value ($000) $923 Shares 19,669 Est. Cost $26.36 Unrealized
T AT&T INC COM 0.3%
Value ($000) $915 Shares 23,410 Est. Cost $13.67 Unrealized +38.0%
TSCO TRACTOR SUPPLY CO COM 0.3%
Value ($000) $897 Shares 9,595 Est. Cost $10.91 Unrealized +57.9%
JPM JPMORGAN CHASE & CO COM 0.3%
Value ($000) $879 Shares 6,306 Est. Cost $71.03 Unrealized +53.0%
CWT CALIFORNIA WTR SVC GROUP COM 0.3%
Value ($000) $856 Shares 16,605 Est. Cost $16.53 Unrealized +177.8%
MSEX MIDDLESEX WATER CO COM 0.3%
Value ($000) $851 Shares 13,380 Est. Cost $23.46 Unrealized +170.1%
SLV ISHARES SILVER TRUST 0.3%
Value ($000) $834 Shares 50,000 Est. Cost $15.27 Unrealized
AEM AGNICO EAGLE MINES LTD COM 0.2%
Value ($000) $796 Shares 12,916 Est. Cost $35.40 Unrealized +42.2%
INTC INTEL CORP COM 0.2%
Value ($000) $789 Shares 13,189 Est. Cost $39.90 Unrealized +23.5%
XOM EXXON MOBIL CORP COM 0.2%
Value ($000) $788 Shares 11,288 Est. Cost $55.60 Unrealized -6.4%
HON HONEYWELL INTL INC COM 0.2%
Value ($000) $755 Shares 4,268 Est. Cost $98.89 Unrealized +45.5%
SCHW THE CHARLES SCHWAB CORPORATION COM 0.2%
Value ($000) $708 Shares 14,890 Est. Cost $15.92 Unrealized +154.4%
TRMB TRIMBLE INC COM 0.2%
Value ($000) $700 Shares 16,790 Est. Cost $40.11 Unrealized -0.8%
VTR VENTAS INC COM 0.2%
Value ($000) $699 Shares 12,105 Est. Cost $46.64 Unrealized +5.4%
DIS DISNEY WALT CO COM DISNEY 0.2%
Value ($000) $690 Shares 4,770 Est. Cost $64.24 Unrealized +111.2%
BMY BRISTOL MYERS SQUIBB CO COM 0.2%
Value ($000) $678 Shares 10,557 Est. Cost $42.14 Unrealized +7.2%
HLIO HELIOS TECHNOLOGIES INC COM 0.2%
Value ($000) $620 Shares 13,404 Est. Cost $46.71 Unrealized -8.2%
PNC PNC FINL SVCS GROUP INC COM 0.2%
Value ($000) $617 Shares 3,868 Est. Cost $63.51 Unrealized +89.2%
DD DUPONT DE NEMOURS INC COM 0.2%
Value ($000) $610 Shares 9,495 Est. Cost $27.18 Unrealized -9.8%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.2%
Value ($000) $602 Shares 2,659 Est. Cost $154.67 Unrealized +40.4%
SPY SPDR S&P 500 ETF 0.2%
Value ($000) $561 Shares 1,744 Est. Cost $208.37 Unrealized
LIBERTY PPTY TR SH BEN INT 0.2%
Value ($000) $526 Shares 8,765 Est. Cost $35.13 Unrealized
DGX QUEST DIAGNOSTICS INC COM 0.2%
Value ($000) $517 Shares 4,845 Est. Cost $64.52 Unrealized +43.3%
NKE NIKE INC CL B 0.2%
Value ($000) $510 Shares 5,037 Est. Cost $50.40 Unrealized +72.2%
WALGREENS BOOTS ALLIANCE INC COM 0.2%
Value ($000) $504 Shares 8,550 Est. Cost $67.01 Unrealized
MLKN MILLER HERMAN INC COM 0.2%
Value ($000) $499 Shares 11,990 Est. Cost $21.57 Unrealized +81.9%
DOW DOW INC COM 0.2%
Value ($000) $496 Shares 9,068 Est. Cost $36.37 Unrealized +0.9%
AGI ALAMOS GOLD INC NEW COM CL A 0.2%
Value ($000) $488 Shares 81,000 Est. Cost $4.48 Unrealized +15.8%
HMS HLDGS CORP COM 0.2%
Value ($000) $479 Shares 16,190 Est. Cost $26.14 Unrealized
NEM NEWMONT CORPORATION COM 0.1%
Value ($000) $459 Shares 10,555 Est. Cost $27.95 Unrealized +17.1%
FSLR FIRST SOLAR INC COM 0.1%
Value ($000) $452 Shares 8,080 Est. Cost $46.36 Unrealized +18.5%
BA BOEING CO COM 0.1%
Value ($000) $445 Shares 1,365 Est. Cost $334.97 Unrealized +4.8%
MDT MEDTRONIC PLC SHS 0.1%
Value ($000) $444 Shares 3,918 Est. Cost $83.25 Unrealized +11.2%
AXP AMERICAN EXPRESS CO COM 0.1%
Value ($000) $443 Shares 3,562 Est. Cost $91.92 Unrealized +19.8%
IJH ISHARES S&P MIDCAP FUND 0.1%
Value ($000) $426 Shares 2,070 Est. Cost $190.13 Unrealized
HUBB HUBBELL INC COM 0.1%
Value ($000) $421 Shares 2,850 Est. Cost $76.44 Unrealized +66.3%
SLV ISHARES SILVER TRUST 0.1%
Value ($000) $413 Shares 24,765 Est. Cost $15.27 Unrealized
BARRICK GOLD CORPORATION COM 0.1%
Value ($000) $411 Shares 22,100 Est. Cost $11.62 Unrealized
A AGILENT TECHNOLOGIES INC COM 0.1%
Value ($000) $402 Shares 4,715 Est. Cost $68.24 Unrealized +10.6%
UPS UNITED PARCEL SERVICE INC CL B 0.1%
Value ($000) $392 Shares 3,347 Est. Cost $66.22 Unrealized +40.2%
WFC WELLS FARGO CO NEW COM 0.1%
Value ($000) $382 Shares 7,098 Est. Cost $36.68 Unrealized +21.9%
UNP UNION PACIFIC CORP COM 0.1%
Value ($000) $380 Shares 2,100 Est. Cost $127.79 Unrealized +16.9%
KO COCA COLA CO COM 0.1%
Value ($000) $377 Shares 6,816 Est. Cost $32.33 Unrealized +37.7%
APD AIR PRODS & CHEMS INC COM 0.1%
Value ($000) $374 Shares 1,592 Est. Cost $116.75 Unrealized +66.3%
AFL AFLAC INC COM 0.1%
Value ($000) $366 Shares 6,911 Est. Cost $42.85 Unrealized +7.0%
CVX CHEVRON CORP NEW COM 0.1%
Value ($000) $363 Shares 3,013 Est. Cost $84.74 Unrealized +5.8%
WMT WALMART INC COM 0.1%
Value ($000) $360 Shares 3,033 Est. Cost $20.17 Unrealized +80.4%
CMCSA COMCAST CORP NEW CL A 0.1%
Value ($000) $357 Shares 7,935 Est. Cost $37.33 Unrealized +1.4%
UNITED TECHNOLOGIES CORP COM 0.1%
Value ($000) $354 Shares 2,366 Est. Cost $134.67 Unrealized
PAYX PAYCHEX INC COM 0.1%
Value ($000) $352 Shares 4,133 Est. Cost $66.50 Unrealized +6.3%
TNC TENNANT CO COM 0.1%
Value ($000) $350 Shares 4,496 Est. Cost $41.41 Unrealized +65.6%
GENERAL ELECTRIC CO COM 0.1%
Value ($000) $345 Shares 30,901 Est. Cost $15.73 Unrealized
CITRIX SYS INC COM 0.1%
Value ($000) $340 Shares 3,070 Est. Cost $62.84 Unrealized
WAT WATERS CORP COM 0.1%
Value ($000) $338 Shares 1,446 Est. Cost $97.66 Unrealized +126.2%
LLY LILLY ELI & CO COM 0.1%
Value ($000) $333 Shares 2,533 Est. Cost $83.50 Unrealized +28.8%
TGT TARGET CORP COM 0.1%
Value ($000) $315 Shares 2,455 Est. Cost $74.20 Unrealized +34.5%
CI CIGNA CORP NEW COM 0.1%
Value ($000) $313 Shares 1,531 Est. Cost $190.77 Unrealized -12.1%
PAAS PAN AMERICAN SILVER CORP COM 0.1%
Value ($000) $312 Shares 13,161 Est. Cost $14.08 Unrealized +31.5%
ISRG INTUITIVE SURGICAL INC COM NEW 0.1%
Value ($000) $310 Shares 525 Est. Cost $169.46 Unrealized +10.5%
AVGO BROADCOM INC COM 0.1%
Value ($000) $302 Shares 957 Est. Cost $19.96 Unrealized +29.7%
TRV TRAVELERS COMPANIES INC COM 0.1%
Value ($000) $293 Shares 2,142 Est. Cost $115.88 Unrealized +2.9%
CSX CSX CORP COM 0.1%
Value ($000) $293 Shares 4,043 Est. Cost $21.02 Unrealized +3.6%
RNR RENAISSANCERE HOLDINGS LTD COM 0.1%
Value ($000) $291 Shares 1,485 Est. Cost $189.09 Unrealized +0.2%
WLY WILEY JOHN & SONS INC CL A 0.1%
Value ($000) $279 Shares 5,758 Est. Cost $29.81 Unrealized +26.5%
EMR EMERSON ELEC CO COM 0.1%
Value ($000) $278 Shares 3,642 Est. Cost $50.71 Unrealized +23.9%
CLDT CHATHAM LODGING TR COM 0.1%
Value ($000) $275 Shares 15,000 Est. Cost $18.67 Unrealized
CTVA CORTEVA INC COM 0.1%
Value ($000) $268 Shares 9,068 Est. Cost $26.67 Unrealized -8.1%
ORLY O REILLY AUTOMOTIVE INC NEW COM 0.1%
Value ($000) $268 Shares 612 Est. Cost $24.97 Unrealized +14.6%
NEOG NEOGEN CORP COM 0.1%
Value ($000) $263 Shares 4,033 Est. Cost $18.09 Unrealized +81.7%
KIRKLAND LAKE GOLD LTD COM 0.1%
Value ($000) $263 Shares 5,960 Est. Cost $44.19 Unrealized
NEE NEXTERA ENERGY INC COM 0.1%
Value ($000) $262 Shares 1,080 Est. Cost $32.54 Unrealized +54.2%
BAX BAXTER INTL INC COM 0.1%
Value ($000) $257 Shares 3,078 Est. Cost $58.92 Unrealized +24.5%
AGZ ISHARES AGENCY BOND ETF 0.1%
Value ($000) $251 Shares 2,168 Est. Cost $114.20 Unrealized
WAB WABTEC CORP COM 0.1%
Value ($000) $239 Shares 3,068 Est. Cost $50.48 Unrealized +41.4%
CDE COEUR MNG INC COM NEW 0.1%
Value ($000) $234 Shares 29,000 Est. Cost $4.49 Unrealized +37.4%
KEYS KEYSIGHT TECHNOLOGIES INC COM 0.1%
Value ($000) $231 Shares 2,251 Est. Cost $89.02 Unrealized +15.0%
HSY HERSHEY CO COM 0.1%
Value ($000) $228 Shares 1,550 Est. Cost $90.02 Unrealized +42.7%
GOOG ALPHABET INC CAP STK CL C 0.1%
Value ($000) $201 Shares 150 Est. Cost $35.68 Unrealized +79.5%
CHD CHURCH & DWIGHT INC COM 0.1%
Value ($000) $197 Shares 2,807 Est. Cost $52.05 Unrealized +26.9%
KMB KIMBERLY CLARK CORP COM 0.1%
Value ($000) $191 Shares 1,387 Est. Cost $86.55 Unrealized +25.7%
NATUS MEDICAL INC COM 0.1%
Value ($000) $189 Shares 5,730 Est. Cost $33.65 Unrealized
WTS WATTS WATER TECHNOLOGIES INC CL A 0.1%
Value ($000) $186 Shares 1,861 Est. Cost $76.89 Unrealized +23.4%
NOBLE ENERGY INC COM 0.1%
Value ($000) $186 Shares 7,500 Est. Cost $22.40 Unrealized
HYMB SPDR NUVEEN BLOOMBERG BARCLAYS HIGH YIELD MUNICIPAL BOND ETF 0.1%
Value ($000) $185 Shares 3,143 Est. Cost $58.86 Unrealized
LOW LOWES COS INC COM 0.1%
Value ($000) $184 Shares 1,535 Est. Cost $85.43 Unrealized +19.8%
EMN EASTMAN CHEMICAL CO COM 0.1%
Value ($000) $184 Shares 2,325 Est. Cost $61.65 Unrealized -0.1%
FDX FEDEX CORP COM 0.1%
Value ($000) $184 Shares 1,220 Est. Cost $148.07 Unrealized -7.1%
CERNER CORP COM 0.1%
Value ($000) $183 Shares 2,500 Est. Cost $53.10 Unrealized
IDA IDACORP INC COM 0.1%
Value ($000) $182 Shares 1,700 Est. Cost $57.01 Unrealized +87.5%
KMX CARMAX INC COM 0.1%
Value ($000) $175 Shares 2,000 Est. Cost $78.21 Unrealized +20.3%
EEM ISHARES MSCI EMERGING MARKETS ETF 0.1%
Value ($000) $174 Shares 3,870 Est. Cost $47.05 Unrealized
COST COSTCO WHSL CORP NEW COM 0.1%
Value ($000) $174 Shares 593 Est. Cost $203.73 Unrealized +33.3%
WY WEYERHAEUSER CO COM 0.1%
Value ($000) $169 Shares 5,581 Est. Cost $22.36 Unrealized +3.3%
ANSYS INC COM 0.1%
Value ($000) $162 Shares 630 Est. Cost $204.76 Unrealized
PEOPLES UTD FINL INC COM 0.0%
Value ($000) $157 Shares 9,275 Est. Cost $16.93 Unrealized
WEC WEC ENERGY GROUP INC COM 0.0%
Value ($000) $154 Shares 1,670 Est. Cost $55.99 Unrealized +33.7%
IPATH SERIES B S&P 500 VIX SHORT-TERM FUTURES ETN 0.0%
Value ($000) $153 Shares 10,100 Est. Cost $23.52 Unrealized
IRM IRON MTN INC NEW COM 0.0%
Value ($000) $151 Shares 4,731 Est. Cost $23.07 Unrealized +3.9%
V VISA INC COM CL A 0.0%
Value ($000) $150 Shares 799 Est. Cost $153.41 Unrealized +12.5%
CMG CHIPOTLE MEXICAN GRILL INC COM 0.0%
Value ($000) $146 Shares 175 Est. Cost $9.04 Unrealized +77.5%
LABORATORY CORP AMER HLDGS COM NEW 0.0%
Value ($000) $145 Shares 859 Est. Cost $167.64 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $145 Shares 876 Est. Cost $141.20 Unrealized
CBU COMMUNITY BK SYS INC COM 0.0%
Value ($000) $140 Shares 1,971 Est. Cost $46.68 Unrealized +19.1%
MTD METTLER TOLEDO INTERNATIONAL COM 0.0%
Value ($000) $140 Shares 177 Est. Cost $754.23 Unrealized -4.3%
EFV ISHARES MSCI EAFE VALUE ETF 0.0%
Value ($000) $134 Shares 2,690 Est. Cost $49.81 Unrealized
FITB FIFTH THIRD BANCORP COM 0.0%
Value ($000) $131 Shares 4,271 Est. Cost $19.85 Unrealized +15.5%
DHR DANAHER CORPORATION COM 0.0%
Value ($000) $128 Shares 837 Est. Cost $114.95 Unrealized +7.0%
PRETIUM RES INC COM 0.0%
Value ($000) $124 Shares 11,100 Est. Cost $8.83 Unrealized
IFF INTERNATIONAL FLAVORS&FRAGRANC COM 0.0%
Value ($000) $119 Shares 919 Est. Cost $108.04 Unrealized +0.1%
NVDA NVIDIA CORP COM 0.0%
Value ($000) $118 Shares 500 Est. Cost $4.12 Unrealized +25.8%
AMZN AMAZON COM INC COM 0.0%
Value ($000) $116 Shares 63 Est. Cost $79.37 Unrealized +11.5%
DOV DOVER CORP COM 0.0%
Value ($000) $115 Shares 1,000 Est. Cost $73.40 Unrealized +34.0%
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $113 Shares 1,740 Est. Cost $47.16 Unrealized 0.0%
TFC TRUIST FINL CORP COM 0.0%
Value ($000) $113 Shares 2,011 Est. Cost $40.89 Unrealized 0.0%
WOR WORTHINGTON INDS INC COM 0.0%
Value ($000) $112 Shares 2,650 Est. Cost $24.89 Unrealized -5.5%
GLAXOSMITHKLINE PLC SPONSORED ADR 0.0%
Value ($000) $111 Shares 2,360 Est. Cost $39.19 Unrealized
PSX PHILLIPS 66 COM 0.0%
Value ($000) $110 Shares 990 Est. Cost $86.39 Unrealized +1.1%
MCHP MICROCHIP TECHNOLOGY INC COM 0.0%
Value ($000) $110 Shares 1,050 Est. Cost $39.79 Unrealized +8.0%
PPG PPG INDS INC COM 0.0%
Value ($000) $107 Shares 800 Est. Cost $90.41 Unrealized +24.4%
VB VANGUARD SMALL-CAP INDEX FUND 0.0%
Value ($000) $98 Shares 590 Est. Cost $166.10 Unrealized
NUVEEN AMT-FREE MUN VALUE FD COM 0.0%
Value ($000) $98 Shares 6,045 Est. Cost $16.21 Unrealized
ORCL ORACLE CORP COM 0.0%
Value ($000) $96 Shares 1,811 Est. Cost $48.83 Unrealized +3.3%
SHW SHERWIN WILLIAMS CO COM 0.0%
Value ($000) $92 Shares 157 Est. Cost $176.51 Unrealized +2.3%
GLW CORNING INC COM 0.0%
Value ($000) $87 Shares 3,000 Est. Cost $26.17 Unrealized -6.6%
PHG KONINKLIJKE PHILIPS N V NY REG SH NEW 0.0%
Value ($000) $85 Shares 1,739 Est. Cost $39.39 Unrealized
SON SONOCO PRODS CO COM 0.0%
Value ($000) $83 Shares 1,352 Est. Cost $28.87 Unrealized +64.7%
SPGI S&P GLOBAL INC COM 0.0%
Value ($000) $82 Shares 300 Est. Cost $137.87 Unrealized +79.1%
C CITIGROUP INC COM NEW 0.0%
Value ($000) $79 Shares 983 Est. Cost $52.89 Unrealized +12.0%
XLU UTILITIES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $78 Shares 1,200 Est. Cost $53.33 Unrealized
BMI BADGER METER INC COM 0.0%
Value ($000) $78 Shares 1,200 Est. Cost $48.19 Unrealized +17.2%
BLACKROCK INC COM 0.0%
Value ($000) $75 Shares 150 Est. Cost $393.33 Unrealized
FTV FORTIVE CORP COM 0.0%
Value ($000) $74 Shares 963 Est. Cost $50.50 Unrealized -12.9%
ZBH ZIMMER BIOMET HLDGS INC COM 0.0%
Value ($000) $73 Shares 491 Est. Cost $121.44 Unrealized +8.1%
CC CHEMOURS CO COM 0.0%
Value ($000) $72 Shares 3,972 Est. Cost $23.57 Unrealized -44.8%
MAS MASCO CORP COM 0.0%
Value ($000) $72 Shares 1,500 Est. Cost $27.68 Unrealized +48.3%
BBY BEST BUY INC COM 0.0%
Value ($000) $70 Shares 800 Est. Cost $49.67 Unrealized +20.6%
CB CHUBB LIMITED COM 0.0%
Value ($000) $70 Shares 447 Est. Cost $124.64 Unrealized +11.1%
YUM YUM BRANDS INC COM 0.0%
Value ($000) $68 Shares 680 Est. Cost $92.35 Unrealized 0.0%
HL HECLA MNG CO COM 0.0%
Value ($000) $68 Shares 20,000 Est. Cost $2.55 Unrealized -6.9%
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $67 Shares 615 Est. Cost $89.10 Unrealized +16.7%
PACB PACIFIC BIOSCIENCES CALIF INC COM 0.0%
Value ($000) $67 Shares 13,000 Est. Cost $5.88 Unrealized -13.5%
VRTX VERTEX PHARMACEUTICALS INC COM 0.0%
Value ($000) $66 Shares 300 Est. Cost $174.82 Unrealized +15.8%
AVY AVERY DENNISON CORP COM 0.0%
Value ($000) $66 Shares 504 Est. Cost $113.51 Unrealized 0.0%
HPQ HP INC COM 0.0%
Value ($000) $66 Shares 3,200 Est. Cost $16.44 Unrealized -6.9%
HANESBRANDS INC COM 0.0%
Value ($000) $65 Shares 4,400 Est. Cost $12.50 Unrealized
CREE INC COM 0.0%
Value ($000) $65 Shares 1,400 Est. Cost $42.79 Unrealized
BK BANK NEW YORK MELLON CORP COM 0.0%
Value ($000) $65 Shares 1,300 Est. Cost $39.93 Unrealized 0.0%
GLD SPDR GOLD SHARES 0.0%
Value ($000) $62 Shares 435 Est. Cost $121.09 Unrealized
GEN NORTONLIFELOCK INC COM 0.0%
Value ($000) $62 Shares 2,437 Est. Cost $12.38 Unrealized 0.0%
CAT CATERPILLAR INC DEL COM 0.0%
Value ($000) $61 Shares 412 Est. Cost $111.50 Unrealized +10.3%
BROOKLINE BANCORP INC DEL COM 0.0%
Value ($000) $61 Shares 3,700 Est. Cost $13.78 Unrealized
AMN AMN HEALTHCARE SERVICES INC COM 0.0%
Value ($000) $59 Shares 950 Est. Cost $56.09 Unrealized +5.4%
MAR MARRIOTT INTL INC NEW CL A 0.0%
Value ($000) $58 Shares 381 Est. Cost $108.51 Unrealized +18.4%
ORA ORMAT TECHNOLOGIES INC COM 0.0%
Value ($000) $58 Shares 775 Est. Cost $50.30 Unrealized +44.9%
ADBE ADOBE INC COM 0.0%
Value ($000) $57 Shares 172 Est. Cost $241.40 Unrealized +21.9%
ROP ROPER TECHNOLOGIES INC COM 0.0%
Value ($000) $54 Shares 153 Est. Cost $341.35 Unrealized -2.4%
COLUMBIA PPTY TR INC COM NEW 0.0%
Value ($000) $53 Shares 2,530 Est. Cost $22.18 Unrealized
AWR AMERICAN STS WTR CO COM 0.0%
Value ($000) $52 Shares 600 Est. Cost $56.14 Unrealized +40.1%
HPE HEWLETT PACKARD ENTERPRISE CO COM 0.0%
Value ($000) $51 Shares 3,200 Est. Cost $11.58 Unrealized +13.2%
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value ($000) $49 Shares 531 Est. Cost $92.28 Unrealized
AROW ARROW FINL CORP COM 0.0%
Value ($000) $49 Shares 1,297 Est. Cost $24.66 Unrealized +9.3%
STT STATE STR CORP COM 0.0%
Value ($000) $48 Shares 608 Est. Cost $56.82 Unrealized +1.4%
WM WASTE MGMT INC DEL COM 0.0%
Value ($000) $48 Shares 425 Est. Cost $79.68 Unrealized +28.1%
MCK MCKESSON CORP COM 0.0%
Value ($000) $48 Shares 350 Est. Cost $118.11 Unrealized +14.7%
PM PHILIP MORRIS INTL INC COM 0.0%
Value ($000) $47 Shares 551 Est. Cost $57.29 Unrealized +4.7%
DLTR DOLLAR TREE INC COM 0.0%
Value ($000) $47 Shares 500 Est. Cost $84.46 Unrealized +24.3%
CNI CANADIAN NATL RY CO COM 0.0%
Value ($000) $45 Shares 500 Est. Cost $72.47 Unrealized +10.4%
HOLX HOLOGIC INC COM 0.0%
Value ($000) $43 Shares 831 Est. Cost $41.02 Unrealized +21.4%
MS MORGAN STANLEY COM NEW 0.0%
Value ($000) $42 Shares 814 Est. Cost $36.28 Unrealized +7.7%
EMLP FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND 0.0%
Value ($000) $42 Shares 1,666 Est. Cost $25.21 Unrealized
SBUX STARBUCKS CORP COM 0.0%
Value ($000) $41 Shares 468 Est. Cost $54.44 Unrealized +36.8%
MET METLIFE INC COM 0.0%
Value ($000) $41 Shares 810 Est. Cost $37.52 Unrealized +4.8%
L LOEWS CORP COM 0.0%
Value ($000) $40 Shares 763 Est. Cost $45.69 Unrealized +7.6%
RDVY FIRST TRUST NASDAQ RISING DIVIDEND ACHIEVERS FUND 0.0%
Value ($000) $39 Shares 1,100 Est. Cost $35.45 Unrealized
AIG AMERICAN INTL GROUP INC COM NEW 0.0%
Value ($000) $39 Shares 751 Est. Cost $41.92 Unrealized +7.6%
IWR ISHARES RUSSELL MID-CAP ETF 0.0%
Value ($000) $39 Shares 656 Est. Cost $59.45 Unrealized
AZN ASTRAZENECA PLC SPONSORED ADR 0.0%
Value ($000) $39 Shares 792 Est. Cost $40.60 Unrealized
EDC DIREXION DAILY EMERGING MARKETS BULL 3X SHARES 0.0%
Value ($000) $37 Shares 415 Est. Cost $65.06 Unrealized
EBAY EBAY INC COM 0.0%
Value ($000) $37 Shares 1,015 Est. Cost $26.17 Unrealized +24.7%
TM TOYOTA MOTOR CORP SP ADR REP2COM 0.0%
Value ($000) $37 Shares 260 Est. Cost $115.38 Unrealized
GWW GRAINGER W W INC COM 0.0%
Value ($000) $37 Shares 110 Est. Cost $270.51 Unrealized +8.8%
RYN RAYONIER INC COM 0.0%
Value ($000) $37 Shares 1,125 Est. Cost $27.56 Unrealized
NUVEEN SELECT TAX FREE INCM PT SH BEN INT 0.0%
Value ($000) $37 Shares 2,275 Est. Cost $14.07 Unrealized
CVGW CALAVO GROWERS INC COM 0.0%
Value ($000) $36 Shares 400 Est. Cost $81.62 Unrealized -3.8%
CBRE CBRE GROUP INC CL A 0.0%
Value ($000) $35 Shares 574 Est. Cost $41.36 Unrealized +33.9%
CDK GLOBAL INC COM 0.0%
Value ($000) $35 Shares 646 Est. Cost $52.22 Unrealized
ELV ANTHEM INC COM 0.0%
Value ($000) $34 Shares 111 Est. Cost $249.81 Unrealized +1.4%
HMN HORACE MANN EDUCATORS CORP NEW COM 0.0%
Value ($000) $33 Shares 760 Est. Cost $39.55 Unrealized +11.7%
DOCU DOCUSIGN INC COM 0.0%
Value ($000) $33 Shares 450 Est. Cost $51.03 Unrealized +34.6%
SVB FINL GROUP COM 0.0%
Value ($000) $32 Shares 126 Est. Cost $189.52 Unrealized
PLD PROLOGIS INC COM 0.0%
Value ($000) $32 Shares 359 Est. Cost $53.13 Unrealized +40.6%
FE FIRSTENERGY CORP COM 0.0%
Value ($000) $31 Shares 642 Est. Cost $31.89 Unrealized +16.3%
HEDJ WISDOMTREE EUROPE HEDGED EQUITY FUND 0.0%
Value ($000) $30 Shares 432 Est. Cost $69.44 Unrealized
YUMC YUM CHINA HLDGS INC COM 0.0%
Value ($000) $29 Shares 600 Est. Cost $44.44 Unrealized 0.0%
WTW WILLIS TOWERS WATSON PUB LTD SHS 0.0%
Value ($000) $29 Shares 145 Est. Cost $165.49 Unrealized +6.6%
BALL BALL CORP COM 0.0%
Value ($000) $28 Shares 440 Est. Cost $57.58 Unrealized +9.6%
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $28 Shares 507 Est. Cost $44.80 Unrealized +2.4%
QCOM QUALCOMM INC COM 0.0%
Value ($000) $27 Shares 303 Est. Cost $62.71 Unrealized +16.2%
GDXJ VANECK VECTORS JUNIOR GOLD MINERS ETF 0.0%
Value ($000) $27 Shares 640 Est. Cost $35.74 Unrealized
AGM/A FEDERAL AGRIC MTG CORP CL A 0.0%
Value ($000) $26 Shares 1,000 Est. Cost $46.40 Unrealized +22.3%
ADI ANALOG DEVICES INC COM 0.0%
Value ($000) $26 Shares 215 Est. Cost $75.83 Unrealized +33.0%
TROW PRICE T ROWE GROUP INC COM 0.0%
Value ($000) $25 Shares 208 Est. Cost $73.13 Unrealized +25.1%
DG DOLLAR GEN CORP NEW COM 0.0%
Value ($000) $25 Shares 158 Est. Cost $115.73 Unrealized +26.1%
TSLA TESLA INC COM 0.0%
Value ($000) $24 Shares 57 Est. Cost $21.51 Unrealized +0.8%
MA MASTERCARD INC CL A 0.0%
Value ($000) $24 Shares 80 Est. Cost $190.92 Unrealized +42.8%
CECO CECO ENVIRONMENTAL CORP COM 0.0%
Value ($000) $24 Shares 3,083 Est. Cost $7.66 Unrealized -2.4%
ADSK AUTODESK INC COM 0.0%
Value ($000) $24 Shares 130 Est. Cost $135.07 Unrealized +20.0%
COF CAPITAL ONE FINL CORP COM 0.0%
Value ($000) $23 Shares 222 Est. Cost $76.57 Unrealized +13.3%
MO ALTRIA GROUP INC COM 0.0%
Value ($000) $23 Shares 451 Est. Cost $33.13 Unrealized -13.1%
GS GOLDMAN SACHS GROUP INC COM 0.0%
Value ($000) $23 Shares 100 Est. Cost $170.89 Unrealized +9.7%
MIDD MIDDLEBY CORP COM 0.0%
Value ($000) $22 Shares 200 Est. Cost $113.85 Unrealized +0.8%
MRSH MARSH & MCLENNAN COS INC COM 0.0%
Value ($000) $22 Shares 195 Est. Cost $86.29 Unrealized +10.2%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.0%
Value ($000) $22 Shares 492 Est. Cost $44.72 Unrealized
FMS FRESENIUS MED CARE AG&CO KGAA SPONSORED ADR 0.0%
Value ($000) $22 Shares 600 Est. Cost $33.02 Unrealized
PIONEER NAT RES CO COM 0.0%
Value ($000) $21 Shares 142 Est. Cost $133.80 Unrealized
OXY OCCIDENTAL PETE CORP COM 0.0%
Value ($000) $21 Shares 498 Est. Cost $41.72 Unrealized -13.7%
SYF SYNCHRONY FINL COM 0.0%
Value ($000) $21 Shares 591 Est. Cost $22.62 Unrealized +35.8%
UNILEVER PLC SPON ADR NEW 0.0%
Value ($000) $21 Shares 370 Est. Cost $55.89 Unrealized
OMC OMNICOM GROUP INC COM 0.0%
Value ($000) $20 Shares 250 Est. Cost $57.22 Unrealized +9.3%
DEO DIAGEO P L C SPON ADR NEW 0.0%
Value ($000) $18 Shares 107 Est. Cost $168.22 Unrealized
MUB ISHARES NATIONAL MUNI BOND ETF 0.0%
Value ($000) $18 Shares 158 Est. Cost $113.92 Unrealized
NGD NEW GOLD INC CDA COM 0.0%
Value ($000) $18 Shares 20,150 Est. Cost $1.49 Unrealized -39.4%
MDY SPDR S&P MIDCAP 400 ETF 0.0%
Value ($000) $17 Shares 45 Est. Cost $300.00 Unrealized
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value ($000) $17 Shares 175 Est. Cost $58.39 Unrealized +27.1%
DXJ WISDOMTREE JAPAN HEDGED EQUITY FUND 0.0%
Value ($000) $17 Shares 314 Est. Cost $54.14 Unrealized
CBT CABOT CORP COM 0.0%
Value ($000) $17 Shares 362 Est. Cost $41.63 Unrealized -3.9%
MSI MOTOROLA SOLUTIONS INC COM NEW 0.0%
Value ($000) $17 Shares 105 Est. Cost $137.94 Unrealized +10.1%
OKE ONEOK INC NEW COM 0.0%
Value ($000) $17 Shares 224 Est. Cost $39.29 Unrealized +21.4%
MU MICRON TECHNOLOGY INC COM 0.0%
Value ($000) $16 Shares 300 Est. Cost $37.69 Unrealized +23.6%
UGI UGI CORP NEW COM 0.0%
Value ($000) $16 Shares 348 Est. Cost $55.58 Unrealized -17.6%
UNB UNION BANKSHARES INC COM 0.0%
Value ($000) $16 Shares 450 Est. Cost $47.06 Unrealized -27.6%
GDX VANECK VECTORS GOLD MINERS ETF 0.0%
Value ($000) $15 Shares 500 Est. Cost $30.00 Unrealized
AMAT APPLIED MATLS INC COM 0.0%
Value ($000) $15 Shares 250 Est. Cost $31.70 Unrealized +67.2%
CRH PLC ADR 0.0%
Value ($000) $14 Shares 351 Est. Cost $31.34 Unrealized
VCSH VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND 0.0%
Value ($000) $14 Shares 177 Est. Cost $79.10 Unrealized
MARVELL TECHNOLOGY GROUP LTD ORD 0.0%
Value ($000) $13 Shares 499 Est. Cost $24.05 Unrealized
CAG CONAGRA BRANDS INC COM 0.0%
Value ($000) $13 Shares 367 Est. Cost $22.21 Unrealized +1.2%
UNH UNITEDHEALTH GROUP INC COM 0.0%
Value ($000) $12 Shares 41 Est. Cost $232.58 Unrealized +1.7%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.0%
Value ($000) $11 Shares 254 Est. Cost $43.31 Unrealized
BAC BANK AMER CORP COM 0.0%
Value ($000) $11 Shares 300 Est. Cost $24.25 Unrealized +14.6%
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $11 Shares 250 Est. Cost $22.70 Unrealized +62.2%
AJG GALLAGHER ARTHUR J & CO COM 0.0%
Value ($000) $11 Shares 113 Est. Cost $76.79 Unrealized +10.8%
DBC INVESCO DB COMMODITY INDEX TRACKING FUND 0.0%
Value ($000) $10 Shares 650 Est. Cost $15.38 Unrealized
BSCQ INVESCO BULLETSHARES 2026 CORPORATE BOND ETF 0.0%
Value ($000) $9 Shares 447 Est. Cost $20.13 Unrealized
STZ CONSTELLATION BRANDS INC CL A 0.0%
Value ($000) $9 Shares 49 Est. Cost $175.18 Unrealized -2.5%
BEN FRANKLIN RES INC COM 0.0%
Value ($000) $9 Shares 350 Est. Cost $21.92 Unrealized -8.6%
PBD INVESCO GLOBAL CLEAN ENERGY ETF 0.0%
Value ($000) $9 Shares 600 Est. Cost $10.42 Unrealized
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $9 Shares 250 Est. Cost $36.00 Unrealized
SNA SNAP ON INC COM 0.0%
Value ($000) $8 Shares 45 Est. Cost $136.63 Unrealized +1.6%
ISHARES IBONDS DEC 2025 TERM CORPORATE ETF 0.0%
Value ($000) $8 Shares 298 Est. Cost $26.85 Unrealized
RSG REPUBLIC SVCS INC COM 0.0%
Value ($000) $8 Shares 90 Est. Cost $65.73 Unrealized +21.8%
BSV VANGUARD SHORT-TERM BOND INDEX FUND 0.0%
Value ($000) $7 Shares 89 Est. Cost $78.65 Unrealized
BIL SPDR BLOOMBERG BARCLAYS 1-3 MONTH T-BILL ETF 0.0%
Value ($000) $7 Shares 80 Est. Cost $87.50 Unrealized
ISHARES IBONDS DEC 2021 TERM CORPORATE ETF 0.0%
Value ($000) $7 Shares 271 Est. Cost $25.83 Unrealized
INVESCO BULLETSHARES 2024 CORPORATE BOND ETF 0.0%
Value ($000) $7 Shares 324 Est. Cost $21.60 Unrealized
NCLH NORWEGIAN CRUISE LINE HLDG LTD SHS 0.0%
Value ($000) $6 Shares 100 Est. Cost $55.58 Unrealized -5.0%
REZI RESIDEO TECHNOLOGIES INC COM 0.0%
Value ($000) $6 Shares 500 Est. Cost $22.16 Unrealized -48.6%
LNC LINCOLN NATL CORP IND COM 0.0%
Value ($000) $6 Shares 100 Est. Cost $45.01 Unrealized -2.9%
SO SOUTHERN CO COM 0.0%
Value ($000) $6 Shares 100 Est. Cost $34.25 Unrealized +42.8%
CENTURYLINK INC COM 0.0%
Value ($000) $5 Shares 350 Est. Cost $12.00 Unrealized
STPZ PIMCO 1-5 YEAR U.S. TIPS INDEX EXCHANGE-TRADED FUND 0.0%
Value ($000) $5 Shares 91 Est. Cost $54.95 Unrealized
OTTR OTTER TAIL CORP COM 0.0%
Value ($000) $5 Shares 100 Est. Cost $43.72 Unrealized 0.0%
UMPQUA HLDGS CORP COM 0.0%
Value ($000) $5 Shares 307 Est. Cost $16.29 Unrealized
INVESCO BULLETSHARES 2022 CORPORATE BOND ETF 0.0%
Value ($000) $5 Shares 240 Est. Cost $20.83 Unrealized
ISHARES IBONDS DEC 2023 TERM CORPORATE ETF 0.0%
Value ($000) $4 Shares 170 Est. Cost $23.53 Unrealized
MAT MATTEL INC COM 0.0%
Value ($000) $4 Shares 295 Est. Cost $11.75 Unrealized +1.0%
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $4 Shares 109 Est. Cost $36.63 Unrealized -38.2%
SILVERCREST METALS INC COM 0.0%
Value ($000) $3 Shares 458 Est. Cost $4.37 Unrealized
ASIX ADVANSIX INC COM 0.0%
Value ($000) $3 Shares 160 Est. Cost $25.37 Unrealized -21.3%
GTX GARRETT MOTION INC COM 0.0%
Value ($000) $3 Shares 300 Est. Cost $13.59 Unrealized -25.0%
LUV SOUTHWEST AIRLS CO COM 0.0%
Value ($000) $3 Shares 50 Est. Cost $48.46 Unrealized +5.8%
180 DEGREE CAP CORP COM 0.0%
Value ($000) $3 Shares 1,566 Est. Cost $1.92 Unrealized
LHX L3HARRIS TECHNOLOGIES INC COM 0.0%
Value ($000) $2 Shares 10 Est. Cost $177.58 Unrealized 0.0%
VFC V F CORP COM 0.0%
Value ($000) $2 Shares 19 Est. Cost $89.63 Unrealized 0.0%
CLX CLOROX CO DEL COM 0.0%
Value ($000) $2 Shares 10 Est. Cost $124.55 Unrealized 0.0%
EATON VANCE TX MGD DIV EQ INCM COM 0.0%
Value ($000) $2 Shares 125 Est. Cost $16.00 Unrealized
CRTO CRITEO S A SPONS ADS 0.0%
Value ($000) $2 Shares 100 Est. Cost $20.00 Unrealized
BTG B2GOLD CORP COM 0.0%
Value ($000) $2 Shares 400 Est. Cost $2.18 Unrealized +29.2%
PII POLARIS INC COM 0.0%
Value ($000) $1 Shares 9 Est. Cost $97.04 Unrealized 0.0%
FDS FACTSET RESH SYS INC COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $242.13 Unrealized 0.0%
FORTUNA SILVER MINES INC COM 0.0%
Value ($000) $1 Shares 125 Est. Cost Unrealized
CONSOLIDATED COMM HLDGS INC COM 0.0%
Value ($000) $1 Shares 270 Est. Cost $3.70 Unrealized
NVS NOVARTIS A G SPONSORED ADR 0.0%
Value ($000) $1 Shares 11 Est. Cost $91.46 Unrealized
SANDSTORM GOLD LTD COM NEW 0.0%
Value ($000) $1 Shares 180 Est. Cost $5.56 Unrealized
GAIA GAIA INC NEW CL A 0.0%
Value ($000) $1 Shares 110 Est. Cost $7.73 Unrealized 0.0%
LOGMEIN INC COM 0.0%
Value ($000) $1 Shares 12 Est. Cost $83.33 Unrealized
AG FIRST MAJESTIC SILVER CORP COM 0.0%
Value ($000) $0 Shares 10 Est. Cost $6.24 Unrealized +66.3%
PFLT PENNANTPARK FLOATING RATE CAP COM 0.0%
Value ($000) $0 Shares 32 Est. Cost $5.95 Unrealized 0.0%