Clean Yield Group Diversified Active

CIK: 0001525865 · Show all filings

Period: Q3 2021 (← Previous) (Next →)

Filing Date: Oct 27, 2021

Total Value ($000): $304,858 (100.0% shares, 0.0% debt)

Holdings (470)

SPY SPDR S&P 500 ETF 7.3%
Value ($000) $22,358 Shares 52,100 Est. Cost $212.27 Unrealized
AAPL APPLE INC COM 4.2%
Value ($000) $12,876 Shares 90,995 Est. Cost $90.93 Unrealized +58.3%
GRNB VANECK GREEN BOND ETF 3.6%
Value ($000) $10,871 Shares 400,043 Est. Cost $27.21 Unrealized
CENTURY BANCORPORATION INC CL A NON VTG 2.7%
Value ($000) $8,338 Shares 72,357 Est. Cost $45.05 Unrealized
GLAXOSMITHKLINE PLC SPONSORED ADR 2.7%
Value ($000) $8,162 Shares 213,598 Est. Cost $36.23 Unrealized
UNILEVER PLC SPON ADR NEW 2.5%
Value ($000) $7,727 Shares 142,505 Est. Cost $59.76 Unrealized
TU TELUS CORPORATION COM 2.5%
Value ($000) $7,685 Shares 349,955 Est. Cost $18.00 Unrealized +25.2%
VMBS VANGUARD MORTGAGE-BACKED SECURITIES ETF 2.5%
Value ($000) $7,472 Shares 140,212 Est. Cost $53.94 Unrealized
VOD VODAFONE GROUP PLC NEW SPONSORED ADR 2.4%
Value ($000) $7,216 Shares 467,064 Est. Cost $19.05 Unrealized
HASI HANNON ARMSTRONG SUST INFR CAP COM 2.2%
Value ($000) $6,825 Shares 127,619 Est. Cost $11.20 Unrealized +303.0%
SNY SANOFI SPONSORED ADR 2.2%
Value ($000) $6,566 Shares 136,201 Est. Cost $42.46 Unrealized
GIS GENERAL MLS INC COM 1.9%
Value ($000) $5,923 Shares 99,012 Est. Cost $34.84 Unrealized +46.3%
PHYSICIANS RLTY TR COM 1.9%
Value ($000) $5,914 Shares 335,615 Est. Cost $16.51 Unrealized
HIFS HINGHAM INSTN SVGS MASS COM 1.8%
Value ($000) $5,511 Shares 16,368 Est. Cost $138.73 Unrealized +113.5%
ELME WASHINGTON REAL ESTATE INVT TR SH BEN INT 1.7%
Value ($000) $5,110 Shares 206,458 Est. Cost $23.37 Unrealized
SFM SPROUTS FMRS MKT INC COM 1.7%
Value ($000) $5,109 Shares 220,496 Est. Cost $21.77 Unrealized +11.8%
STAG STAG INDL INC COM 1.6%
Value ($000) $4,987 Shares 127,066 Est. Cost $31.93 Unrealized
CSCO CISCO SYS INC COM 1.6%
Value ($000) $4,753 Shares 87,327 Est. Cost $27.19 Unrealized +81.0%
HEALTHCARE TR AMER INC CL A NEW 1.4%
Value ($000) $4,287 Shares 144,537 Est. Cost $28.90 Unrealized
CAC CAMDEN NATL CORP COM 1.3%
Value ($000) $4,094 Shares 85,479 Est. Cost $25.70 Unrealized +47.8%
CL COLGATE PALMOLIVE CO COM 1.3%
Value ($000) $4,077 Shares 53,947 Est. Cost $55.63 Unrealized +28.9%
XRAY DENTSPLY SIRONA INC COM 1.3%
Value ($000) $4,000 Shares 68,898 Est. Cost $39.52 Unrealized +56.0%
NOMD NOMAD FOODS LTD USD ORD SHS 1.3%
Value ($000) $3,969 Shares 144,004 Est. Cost $22.96 Unrealized +18.2%
JNJ JOHNSON & JOHNSON COM 1.3%
Value ($000) $3,904 Shares 24,175 Est. Cost $68.42 Unrealized +119.6%
MSFT MICROSOFT CORP COM 1.3%
Value ($000) $3,871 Shares 13,730 Est. Cost $34.34 Unrealized +717.5%
ADP AUTOMATIC DATA PROCESSING INC COM 1.2%
Value ($000) $3,708 Shares 18,545 Est. Cost $52.76 Unrealized +255.8%
DOC HEALTHPEAK PROPERTIES INC COM 1.2%
Value ($000) $3,561 Shares 106,353 Est. Cost $24.98 Unrealized +11.6%
PG PROCTER AND GAMBLE CO COM 1.1%
Value ($000) $3,478 Shares 24,879 Est. Cost $71.18 Unrealized +78.8%
MKC MCCORMICK & CO INC COM NON VTG 1.1%
Value ($000) $3,366 Shares 41,539 Est. Cost $56.24 Unrealized +38.7%
UMPQUA HLDGS CORP COM 1.0%
Value ($000) $3,172 Shares 156,644 Est. Cost $10.86 Unrealized
INTU INTUIT COM 0.9%
Value ($000) $2,894 Shares 5,365 Est. Cost $73.54 Unrealized +613.2%
NOK NOKIA CORP SPONSORED ADR 0.9%
Value ($000) $2,866 Shares 525,880 Est. Cost $4.15 Unrealized
NVO NOVO-NORDISK A S ADR 0.9%
Value ($000) $2,715 Shares 28,277 Est. Cost $50.87 Unrealized
DGX QUEST DIAGNOSTICS INC COM 0.9%
Value ($000) $2,713 Shares 18,669 Est. Cost $86.66 Unrealized +55.2%
AMGN AMGEN INC COM 0.9%
Value ($000) $2,633 Shares 12,381 Est. Cost $95.52 Unrealized +109.6%
KRC KILROY RLTY CORP COM 0.9%
Value ($000) $2,607 Shares 39,379 Est. Cost $66.20 Unrealized
SNN SMITH & NEPHEW PLC SPDN ADR NEW 0.8%
Value ($000) $2,559 Shares 74,517 Est. Cost $37.98 Unrealized
AMRC AMERESCO INC CL A 0.8%
Value ($000) $2,558 Shares 43,778 Est. Cost $10.60 Unrealized +521.3%
CHKP CHECK POINT SOFTWARE TECH LTD ORD 0.8%
Value ($000) $2,459 Shares 21,752 Est. Cost $115.40 Unrealized +5.5%
AWK AMERICAN WTR WKS CO INC NEW COM 0.7%
Value ($000) $2,232 Shares 13,206 Est. Cost $38.80 Unrealized +312.3%
EXPD EXPEDITORS INTL WASH INC COM 0.7%
Value ($000) $2,197 Shares 18,444 Est. Cost $34.81 Unrealized +241.2%
BDX BECTON DICKINSON & CO COM 0.7%
Value ($000) $2,130 Shares 8,666 Est. Cost $79.22 Unrealized +187.8%
TMO THERMO FISHER SCIENTIFIC INC COM 0.7%
Value ($000) $1,998 Shares 3,497 Est. Cost $94.23 Unrealized +475.6%
ITW ILLINOIS TOOL WKS INC COM 0.6%
Value ($000) $1,945 Shares 9,414 Est. Cost $50.28 Unrealized +303.5%
AMAL AMALGAMATED FINANCIAL CORP COM 0.6%
Value ($000) $1,929 Shares 121,940 Est. Cost $14.06 Unrealized 0.0%
VITL VITAL FARMS INC COM 0.6%
Value ($000) $1,869 Shares 106,360 Est. Cost $17.95 Unrealized 0.0%
HD HOME DEPOT INC 0.6%
Value ($000) $1,786 Shares 5,442 Est. Cost $145.43 Unrealized +102.5%
HAIN HAIN CELESTIAL GROUP INC 0.6%
Value ($000) $1,708 Shares 39,933 Est. Cost $28.08 Unrealized +41.1%
MAA MID-AMER APT CMNTYS INC COM 0.6%
Value ($000) $1,690 Shares 9,048 Est. Cost $71.31 Unrealized +125.7%
UTMD UTAH MED PRODS INC COM 0.5%
Value ($000) $1,540 Shares 16,590 Est. Cost $56.77 Unrealized +55.6%
FSLR FIRST SOLAR INC COM 0.5%
Value ($000) $1,538 Shares 16,111 Est. Cost $51.39 Unrealized +80.7%
USB US BANCORP DEL COM NEW 0.5%
Value ($000) $1,536 Shares 25,848 Est. Cost $39.00 Unrealized +19.7%
SYK STRYKER CORPORATION COM 0.5%
Value ($000) $1,532 Shares 5,809 Est. Cost $75.47 Unrealized +238.2%
BIIB BIOGEN INC COM 0.5%
Value ($000) $1,532 Shares 5,413 Est. Cost $286.34 Unrealized +14.5%
WLY WILEY JOHN & SONS INC CL A 0.5%
Value ($000) $1,506 Shares 28,845 Est. Cost $30.45 Unrealized +61.3%
GOOGL ALPHABET CLASS A 0.5%
Value ($000) $1,406 Shares 526 Est. Cost $62.67 Unrealized +115.5%
PEP PEPSICO INC COM 0.4%
Value ($000) $1,279 Shares 8,507 Est. Cost $76.53 Unrealized +76.4%
TRMB TRIMBLE INC COM 0.4%
Value ($000) $1,129 Shares 13,721 Est. Cost $40.09 Unrealized +119.0%
HLIO HELIOS TECHNOLOGIES INC COM 0.3%
Value ($000) $1,057 Shares 12,879 Est. Cost $46.71 Unrealized +74.6%
VZ VERIZON COMMUNICATIONS INC COM 0.3%
Value ($000) $1,051 Shares 19,467 Est. Cost $29.31 Unrealized +44.4%
MSEX MIDDLESEX WTR CO COM 0.3%
Value ($000) $1,033 Shares 10,050 Est. Cost $24.80 Unrealized +313.8%
HIW HIGHWOODS PPTYS INC COM 0.3%
Value ($000) $1,024 Shares 23,350 Est. Cost $43.21 Unrealized
LLY LILLY ELI & CO COM 0.3%
Value ($000) $991 Shares 4,289 Est. Cost $128.23 Unrealized +84.6%
KAI KADANT INC COM 0.3%
Value ($000) $955 Shares 4,678 Est. Cost $40.14 Unrealized +380.3%
MRK MERCK & CO INC COM 0.3%
Value ($000) $919 Shares 12,235 Est. Cost $43.42 Unrealized +52.3%
MMM 3M CO COM 0.3%
Value ($000) $900 Shares 5,131 Est. Cost $105.16 Unrealized +30.6%
SJM SMUCKER J M CO COM NEW 0.3%
Value ($000) $869 Shares 7,239 Est. Cost $70.70 Unrealized +55.3%
SCHW SCHWAB CHARLES CORP COM 0.3%
Value ($000) $858 Shares 11,780 Est. Cost $15.92 Unrealized +323.4%
CWT CALIFORNIA WTR SVC GROUP COM 0.3%
Value ($000) $831 Shares 14,105 Est. Cost $16.53 Unrealized +237.3%
TXN TEXAS INSTRS INC COM 0.3%
Value ($000) $777 Shares 4,041 Est. Cost $45.16 Unrealized +271.9%
SPY SPDR S&P 500 ETF 0.3%
Value ($000) $772 Shares 1,800 Est. Cost $212.27 Unrealized
TSCO TRACTOR SUPPLY CO COM 0.3%
Value ($000) $765 Shares 3,774 Est. Cost $10.91 Unrealized +229.7%
TLT ISHARES 20 YEAR TREASURY BOND ETF 0.2%
Value ($000) $758 Shares 5,250 Est. Cost $140.38 Unrealized
ALC ALCON AG ORD SHS 0.2%
Value ($000) $746 Shares 9,270 Est. Cost $57.12 Unrealized +33.0%
DIS DISNEY WALT CO COM 0.2%
Value ($000) $737 Shares 4,359 Est. Cost $65.51 Unrealized +165.8%
WTRG ESSENTIAL UTILS INC COM 0.2%
Value ($000) $725 Shares 15,726 Est. Cost $47.18 Unrealized +2.7%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.2%
Value ($000) $715 Shares 2,621 Est. Cost $155.74 Unrealized +80.3%
AYI ACUITY BRANDS INC COM 0.2%
Value ($000) $709 Shares 4,092 Est. Cost $105.69 Unrealized +63.9%
A AGILENT TECHNOLOGIES INC COM 0.2%
Value ($000) $709 Shares 4,502 Est. Cost $68.24 Unrealized +130.2%
GOOG ALPHABET INC CAP STK CL C 0.2%
Value ($000) $690 Shares 259 Est. Cost $87.73 Unrealized +56.0%
PFE PFIZER INC COM 0.2%
Value ($000) $659 Shares 15,330 Est. Cost $19.88 Unrealized +79.4%
ABT ABBOTT LABS COM 0.2%
Value ($000) $642 Shares 5,432 Est. Cost $78.38 Unrealized +44.8%
IBM INTERNATIONAL BUSINESS MACHS COM 0.2%
Value ($000) $636 Shares 4,578 Est. Cost $107.91 Unrealized +3.9%
PLD PROLOGIS INC. COM 0.2%
Value ($000) $635 Shares 5,060 Est. Cost $73.01 Unrealized +56.4%
NEE NEXTERA ENERGY INC COM 0.2%
Value ($000) $627 Shares 7,980 Est. Cost $64.50 Unrealized +11.4%
INTC INTEL CORP COM 0.2%
Value ($000) $622 Shares 11,675 Est. Cost $40.35 Unrealized +23.4%
ISRG INTUITIVE SURGICAL INC COM NEW 0.2%
Value ($000) $558 Shares 561 Est. Cost $176.58 Unrealized +90.2%
AXP AMERICAN EXPRESS CO COM 0.2%
Value ($000) $541 Shares 3,232 Est. Cost $91.92 Unrealized +72.2%
TGT TARGET CORP COM 0.2%
Value ($000) $536 Shares 2,343 Est. Cost $74.92 Unrealized +193.5%
VTEB VANGUARD TAX-EXEMPT BOND ETF 0.2%
Value ($000) $526 Shares 9,598 Est. Cost $55.22 Unrealized
UNH UNITEDHEALTH GROUP INC COM 0.2%
Value ($000) $504 Shares 1,289 Est. Cost $381.80 Unrealized +0.8%
SYY SYSCO CORP COM 0.2%
Value ($000) $483 Shares 6,150 Est. Cost $27.22 Unrealized +149.0%
CMCSA COMCAST CORP NEW CL A 0.1%
Value ($000) $450 Shares 8,041 Est. Cost $37.87 Unrealized +35.7%
PAYX PAYCHEX INC COM 0.1%
Value ($000) $437 Shares 3,883 Est. Cost $66.68 Unrealized +48.9%
HUBB HUBBELL INC COM 0.1%
Value ($000) $430 Shares 2,380 Est. Cost $76.44 Unrealized +137.8%
ABBV ABBVIE INC COM 0.1%
Value ($000) $428 Shares 3,967 Est. Cost $63.58 Unrealized +52.9%
VCSH VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND 0.1%
Value ($000) $420 Shares 5,100 Est. Cost $82.77 Unrealized
AMZN AMAZON COM INC COM 0.1%
Value ($000) $391 Shares 119 Est. Cost $100.49 Unrealized +71.7%
UNP UNION PAC CORP COM 0.1%
Value ($000) $382 Shares 1,951 Est. Cost $148.96 Unrealized +31.1%
AEM AGNICO EAGLE MINES LTD COM 0.1%
Value ($000) $379 Shares 7,300 Est. Cost $50.55 Unrealized +2.9%
PYPL PAYPAL HLDGS INC COM 0.1%
Value ($000) $378 Shares 1,452 Est. Cost $155.87 Unrealized +81.6%
AGI ALAMOS GOLD INC NEW COM CL A 0.1%
Value ($000) $377 Shares 52,300 Est. Cost $6.23 Unrealized +19.2%
WESTERN ASST INFLTN LKD INM FD COM SH BEN INT 0.1%
Value ($000) $372 Shares 27,000 Est. Cost $14.00 Unrealized
KEYS KEYSIGHT TECHNOLOGIES INC COM 0.1%
Value ($000) $370 Shares 2,251 Est. Cost $89.02 Unrealized +88.6%
NVDA NVIDIA CORPORATION COM 0.1%
Value ($000) $369 Shares 1,780 Est. Cost $16.57 Unrealized +25.1%
WALGREENS BOOTS ALLIANCE INC COM 0.1%
Value ($000) $355 Shares 7,550 Est. Cost $66.35 Unrealized
T AT&T INC COM 0.1%
Value ($000) $354 Shares 13,114 Est. Cost $13.67 Unrealized +17.6%
AZN ASTRAZENECA PLC SPONSORED ADR 0.1%
Value ($000) $354 Shares 5,900 Est. Cost $44.20 Unrealized
NEOG NEOGEN CORP COM 0.1%
Value ($000) $350 Shares 8,066 Est. Cost $32.15 Unrealized +35.3%
CPT CAMDEN PPTY TR SH BEN INT 0.1%
Value ($000) $348 Shares 2,360 Est. Cost $76.42 Unrealized +64.5%
AFL AFLAC INC COM 0.1%
Value ($000) $345 Shares 6,610 Est. Cost $43.38 Unrealized +14.0%
CVS CVS HEALTH CORP COM 0.1%
Value ($000) $340 Shares 4,006 Est. Cost $61.67 Unrealized +17.6%
KO COCA COLA CO COM 0.1%
Value ($000) $336 Shares 6,411 Est. Cost $35.48 Unrealized +37.5%
ORLY OREILLY AUTOMOTIVE INC COM 0.1%
Value ($000) $336 Shares 550 Est. Cost $24.97 Unrealized +60.3%
BMY BRISTOL-MYERS SQUIBB CO COM 0.1%
Value ($000) $332 Shares 5,606 Est. Cost $42.60 Unrealized +28.7%
LOW LOWES COS INC COM 0.1%
Value ($000) $332 Shares 1,636 Est. Cost $89.62 Unrealized +104.8%
QQQ INVESCO QQQ TRUST 0.1%
Value ($000) $329 Shares 920 Est. Cost $199.99 Unrealized
COST COSTCO WHSL CORP NEW COM 0.1%
Value ($000) $327 Shares 728 Est. Cost $244.75 Unrealized +70.9%
NKE NIKE INC CL B 0.1%
Value ($000) $320 Shares 2,200 Est. Cost $53.06 Unrealized +187.5%
GPC GENUINE PARTS CO COM 0.1%
Value ($000) $318 Shares 2,625 Est. Cost $60.67 Unrealized +82.1%
MCD MCDONALDS CORP COM 0.1%
Value ($000) $317 Shares 1,314 Est. Cost $212.16 Unrealized +1.7%
DHR DANAHER CORPORATION COM 0.1%
Value ($000) $309 Shares 1,016 Est. Cost $130.94 Unrealized +103.8%
JPM JPMORGAN CHASE & CO COM 0.1%
Value ($000) $308 Shares 1,883 Est. Cost $78.56 Unrealized +78.6%
GE GENERAL ELECTRIC CO COM NEW 0.1%
Value ($000) $306 Shares 2,973 Est. Cost $62.95 Unrealized 0.0%
MUB ISHARES NATIONAL MUNI BOND ETF 0.1%
Value ($000) $302 Shares 2,600 Est. Cost $116.81 Unrealized
MTD METTLER TOLEDO INTERNATIONAL COM 0.1%
Value ($000) $296 Shares 215 Est. Cost $752.79 Unrealized +99.9%
APD AIR PRODS & CHEMS INC COM 0.1%
Value ($000) $295 Shares 1,152 Est. Cost $255.09 Unrealized -3.2%
VTV VANGUARD VALUE INDEX FUND 0.1%
Value ($000) $292 Shares 2,155 Est. Cost $118.79 Unrealized
XOM EXXON MOBIL CORP COM 0.1%
Value ($000) $292 Shares 4,967 Est. Cost $54.82 Unrealized -11.6%
VUG VANGUARD GROWTH INDEX FUND 0.1%
Value ($000) $291 Shares 1,003 Est. Cost $253.53 Unrealized
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.1%
Value ($000) $275 Shares 1,841 Est. Cost $148.24 Unrealized
WAT WATERS CORP COM 0.1%
Value ($000) $273 Shares 765 Est. Cost $97.66 Unrealized +301.1%
CITRIX SYS INC COM 0.1%
Value ($000) $268 Shares 2,495 Est. Cost $62.84 Unrealized
WTS WATTS WATER TECHNOLOGIES INC CL A 0.1%
Value ($000) $268 Shares 1,596 Est. Cost $132.14 Unrealized +21.3%
TROW PRICE T ROWE GROUP INC COM 0.1%
Value ($000) $263 Shares 1,335 Est. Cost $162.15 Unrealized +7.3%
SPSB SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF 0.1%
Value ($000) $254 Shares 8,118 Est. Cost $31.29 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP COM 0.1%
Value ($000) $249 Shares 2,892 Est. Cost $76.41 Unrealized +1.3%
CHD CHURCH & DWIGHT INC COM 0.1%
Value ($000) $248 Shares 3,005 Est. Cost $54.44 Unrealized +47.8%
LABORATORY CORP AMER HLDGS COM NEW 0.1%
Value ($000) $242 Shares 859 Est. Cost $167.64 Unrealized
VO VANGUARD MID-CAP INDEX FUND 0.1%
Value ($000) $239 Shares 1,008 Est. Cost $237.60 Unrealized
MAR MARRIOTT INTL INC NEW CL A 0.1%
Value ($000) $237 Shares 1,601 Est. Cost $136.81 Unrealized -1.6%
V VISA INC COM CL A 0.1%
Value ($000) $236 Shares 1,059 Est. Cost $220.99 Unrealized +2.7%
CI CIGNA CORP NEW COM 0.1%
Value ($000) $230 Shares 1,148 Est. Cost $199.27 Unrealized +0.8%
UPS UNITED PARCEL SERVICE INC CL B 0.1%
Value ($000) $228 Shares 1,253 Est. Cost $71.43 Unrealized +127.8%
ANSYS INC COM 0.1%
Value ($000) $227 Shares 667 Est. Cost $206.11 Unrealized
MA MASTERCARD INCORPORATED CL A 0.1%
Value ($000) $227 Shares 653 Est. Cost $359.17 Unrealized -1.2%
BLACKROCK CR ALLOCATION INCOME COM 0.1%
Value ($000) $227 Shares 15,000 Est. Cost $15.60 Unrealized
KMX CARMAX INC COM 0.1%
Value ($000) $226 Shares 1,765 Est. Cost $78.21 Unrealized +70.2%
WMT WALMART INC COM 0.1%
Value ($000) $220 Shares 1,581 Est. Cost $44.37 Unrealized +2.5%
VANECK MUNI ALLOCATION ETF 0.1%
Value ($000) $205 Shares 8,250 Est. Cost $25.03 Unrealized
BARRICK GOLD CORP COM 0.1%
Value ($000) $202 Shares 11,200 Est. Cost $15.88 Unrealized
AEA-BRIDGES IMPACT CORP SHS CL A 0.1%
Value ($000) $202 Shares 20,650 Est. Cost $9.82 Unrealized
LKFN LAKELAND FINL CORP COM 0.1%
Value ($000) $199 Shares 2,795 Est. Cost $36.85 Unrealized +55.0%
TRV TRAVELERS COMPANIES INC COM 0.1%
Value ($000) $198 Shares 1,300 Est. Cost $141.30 Unrealized +0.3%
IUSV ISHARES CORE S&P U.S. VALUE ETF 0.1%
Value ($000) $198 Shares 2,794 Est. Cost $71.94 Unrealized
IUSG ISHARES CORE S&P U.S. GROWTH ETF 0.1%
Value ($000) $196 Shares 1,916 Est. Cost $100.73 Unrealized
ORCL ORACLE CORP COM 0.1%
Value ($000) $194 Shares 2,229 Est. Cost $77.81 Unrealized +7.1%
BHB BAR HBR BANKSHARES COM 0.1%
Value ($000) $189 Shares 6,750 Est. Cost $15.42 Unrealized +49.7%
HSY HERSHEY CO COM 0.1%
Value ($000) $186 Shares 1,100 Est. Cost $90.02 Unrealized +76.4%
KIRKLAND LAKE GOLD LTD COM 0.1%
Value ($000) $185 Shares 4,450 Est. Cost $37.41 Unrealized
KMB KIMBERLY-CLARK CORP COM 0.1%
Value ($000) $184 Shares 1,387 Est. Cost $112.39 Unrealized +2.8%
RNR RENAISSANCERE HLDGS LTD COM 0.1%
Value ($000) $184 Shares 1,320 Est. Cost $187.77 Unrealized -19.4%
GLD SPDR GOLD SHARES 0.1%
Value ($000) $182 Shares 1,110 Est. Cost $165.49 Unrealized
EMR EMERSON ELEC CO COM 0.1%
Value ($000) $180 Shares 1,915 Est. Cost $88.01 Unrealized +3.6%
MDT MEDTRONIC PLC SHS 0.1%
Value ($000) $178 Shares 1,424 Est. Cost $83.44 Unrealized +36.0%
WAB WABTEC COM 0.1%
Value ($000) $176 Shares 2,042 Est. Cost $79.07 Unrealized +6.2%
WY WEYERHAEUSER CO MTN BE COM NEW 0.1%
Value ($000) $174 Shares 4,896 Est. Cost $30.53 Unrealized -5.2%
FDX FEDEX CORP COM 0.1%
Value ($000) $174 Shares 795 Est. Cost $152.68 Unrealized +62.4%
MCHP MICROCHIP TECHNOLOGY INC. COM 0.1%
Value ($000) $169 Shares 1,100 Est. Cost $69.15 Unrealized -1.3%
FITB FIFTH THIRD BANCORP COM 0.1%
Value ($000) $161 Shares 3,789 Est. Cost $33.37 Unrealized -3.3%
TNC TENNANT CO COM 0.1%
Value ($000) $160 Shares 2,161 Est. Cost $76.69 Unrealized -7.9%
IWM ISHARES RUSSELL 2000 ETF 0.1%
Value ($000) $159 Shares 725 Est. Cost $228.97 Unrealized
NEM NEWMONT CORP COM 0.1%
Value ($000) $157 Shares 2,900 Est. Cost $51.35 Unrealized 0.0%
DOV DOVER CORP COM 0.0%
Value ($000) $150 Shares 966 Est. Cost $150.56 Unrealized +4.0%
NUVEEN PFD & INCOME OPPORTUNIT COM 0.0%
Value ($000) $148 Shares 15,000 Est. Cost $10.00 Unrealized
WEC WEC ENERGY GROUP INC COM 0.0%
Value ($000) $147 Shares 1,670 Est. Cost $80.62 Unrealized +0.3%
IDEV ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF 0.0%
Value ($000) $146 Shares 2,185 Est. Cost $61.69 Unrealized
TPICQ TPI COMPOSITES INC COM 0.0%
Value ($000) $145 Shares 4,309 Est. Cost $40.41 Unrealized -2.8%
PPG PPG INDS INC COM 0.0%
Value ($000) $141 Shares 987 Est. Cost $156.34 Unrealized -6.2%
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $141 Shares 2,015 Est. Cost $62.05 Unrealized -4.3%
WOR WORTHINGTON INDS INC COM 0.0%
Value ($000) $140 Shares 2,650 Est. Cost $40.47 Unrealized -10.9%
SHW SHERWIN WILLIAMS CO COM 0.0%
Value ($000) $139 Shares 498 Est. Cost $263.49 Unrealized +6.8%
SIL GLOBAL X SILVER MINERS ETF 0.0%
Value ($000) $138 Shares 3,945 Est. Cost $42.59 Unrealized
NSC NORFOLK SOUTHN CORP COM 0.0%
Value ($000) $135 Shares 566 Est. Cost $250.29 Unrealized -6.7%
EMN EASTMAN CHEM CO COM 0.0%
Value ($000) $134 Shares 1,335 Est. Cost $101.52 Unrealized -7.6%
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $132 Shares 2,848 Est. Cost $39.98 Unrealized +4.0%
GDX VANECK GOLD MINERS ETF 0.0%
Value ($000) $132 Shares 4,470 Est. Cost $33.07 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.0%
Value ($000) $131 Shares 2,610 Est. Cost $51.47 Unrealized
IDA IDACORP INC COM 0.0%
Value ($000) $131 Shares 1,270 Est. Cost $100.24 Unrealized +4.2%
IRM IRON MTN INC NEW COM 0.0%
Value ($000) $130 Shares 3,000 Est. Cost $34.67 Unrealized +8.7%
NGD NEW GOLD INC CDA COM 0.0%
Value ($000) $127 Shares 120,000 Est. Cost $1.38 Unrealized 0.0%
ARE ALEXANDRIA REAL ESTATE EQ INC COM 0.0%
Value ($000) $126 Shares 660 Est. Cost $146.61 Unrealized +11.9%
GDXJ VANECK JUNIOR GOLD MINERS ETF 0.0%
Value ($000) $119 Shares 3,095 Est. Cost $44.86 Unrealized
FRCB FIRST REP BK SAN FRANCISCO CAL COM 0.0%
Value ($000) $119 Shares 616 Est. Cost $181.61 Unrealized +7.2%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $119 Shares 1,933 Est. Cost $66.74 Unrealized
CARR CARRIER GLOBAL CORPORATION COM 0.0%
Value ($000) $117 Shares 2,259 Est. Cost $42.99 Unrealized +18.0%
WOLFSPEED INC COM 0.0%
Value ($000) $113 Shares 1,400 Est. Cost $80.71 Unrealized
TFC TRUIST FINL CORP COM 0.0%
Value ($000) $113 Shares 1,927 Est. Cost $46.85 Unrealized -3.7%
NUVEEN SELECT TAX-FREE INCOME SH BEN INT 0.0%
Value ($000) $111 Shares 6,372 Est. Cost $18.34 Unrealized
BK BANK NEW YORK MELLON CORP COM 0.0%
Value ($000) $111 Shares 2,133 Est. Cost $44.59 Unrealized +2.9%
CRM SALESFORCE COM INC COM 0.0%
Value ($000) $110 Shares 405 Est. Cost $227.70 Unrealized +10.2%
WM WASTE MGMT INC DEL COM 0.0%
Value ($000) $108 Shares 726 Est. Cost $132.68 Unrealized +5.3%
IFF INTERNATIONAL FLAVORS&FRAGRANC COM 0.0%
Value ($000) $108 Shares 810 Est. Cost $126.29 Unrealized +2.9%
HON HONEYWELL INTL INC COM 0.0%
Value ($000) $108 Shares 508 Est. Cost $192.16 Unrealized +1.3%
PNC PNC FINL SVCS GROUP INC COM 0.0%
Value ($000) $107 Shares 547 Est. Cost $158.69 Unrealized +1.3%
SPGI S&P GLOBAL INC COM 0.0%
Value ($000) $106 Shares 250 Est. Cost $369.84 Unrealized +13.0%
HYMB SPDR NUVEEN BLOOMBERG HIGH YIELD MUNICIPAL BOND ETF 0.0%
Value ($000) $104 Shares 1,727 Est. Cost $60.68 Unrealized
NUVEEN AMT-FREE MUN VALUE FD COM 0.0%
Value ($000) $104 Shares 6,129 Est. Cost $17.25 Unrealized
AVY AVERY DENNISON CORP COM 0.0%
Value ($000) $104 Shares 504 Est. Cost $194.12 Unrealized +2.5%
NUVEEN AMT FREE QLTY MUN INCME COM 0.0%
Value ($000) $103 Shares 6,785 Est. Cost $15.64 Unrealized
PAAS PAN AMERN SILVER CORP COM 0.0%
Value ($000) $102 Shares 4,400 Est. Cost $21.93 Unrealized +19.1%
IJH ISHARES S&P MIDCAP FUND 0.0%
Value ($000) $100 Shares 380 Est. Cost $268.42 Unrealized
EBAY EBAY INC. COM 0.0%
Value ($000) $100 Shares 1,435 Est. Cost $58.95 Unrealized +12.2%
IEFA ISHARES CORE MSCI EAFE ETF 0.0%
Value ($000) $100 Shares 1,351 Est. Cost $74.76 Unrealized
IJR ISHARES S&P SMALL-CAP FUND 0.0%
Value ($000) $98 Shares 900 Est. Cost $113.33 Unrealized
WPP WPP PLC NEW ADR 0.0%
Value ($000) $97 Shares 1,454 Est. Cost $66.71 Unrealized
PRETIUM RES INC COM 0.0%
Value ($000) $92 Shares 9,500 Est. Cost $11.23 Unrealized
CVX CHEVRON CORP NEW COM 0.0%
Value ($000) $91 Shares 893 Est. Cost $87.09 Unrealized -4.3%
ETN EATON CORP PLC SHS 0.0%
Value ($000) $90 Shares 604 Est. Cost $146.57 Unrealized +1.8%
BAX BAXTER INTL INC COM 0.0%
Value ($000) $90 Shares 1,125 Est. Cost $75.68 Unrealized -5.4%
MCK MCKESSON CORP COM 0.0%
Value ($000) $89 Shares 445 Est. Cost $188.10 Unrealized +3.7%
HPQ HP INC COM 0.0%
Value ($000) $88 Shares 3,200 Est. Cost $27.18 Unrealized -9.5%
CERNER CORP COM 0.0%
Value ($000) $88 Shares 1,250 Est. Cost $78.40 Unrealized
AMAT APPLIED MATLS INC COM 0.0%
Value ($000) $84 Shares 652 Est. Cost $129.71 Unrealized +0.7%
STZ CONSTELLATION BRANDS INC CL A 0.0%
Value ($000) $84 Shares 400 Est. Cost $217.42 Unrealized -6.7%
MAS MASCO CORP COM 0.0%
Value ($000) $83 Shares 1,500 Est. Cost $56.54 Unrealized -3.4%
YUM YUM BRANDS INC COM 0.0%
Value ($000) $83 Shares 680 Est. Cost $108.09 Unrealized +8.1%
AMERICAN CAMPUS CMNTYS INC COM 0.0%
Value ($000) $80 Shares 1,650 Est. Cost $46.67 Unrealized
SLV ISHARES SILVER TRUST 0.0%
Value ($000) $78 Shares 3,805 Est. Cost $24.26 Unrealized
XLU UTILITIES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $77 Shares 1,200 Est. Cost $63.33 Unrealized
DOCU DOCUSIGN INC COM 0.0%
Value ($000) $77 Shares 300 Est. Cost $223.60 Unrealized +28.9%
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $77 Shares 1,138 Est. Cost $47.49 Unrealized +3.8%
NUVEEN FLOATING RATE INCOME FD COM 0.0%
Value ($000) $76 Shares 7,500 Est. Cost $10.00 Unrealized
VHT VANGUARD HEALTH CARE INDEX FUND 0.0%
Value ($000) $74 Shares 300 Est. Cost $246.67 Unrealized
ZBH ZIMMER BIOMET HOLDINGS INC COM 0.0%
Value ($000) $74 Shares 507 Est. Cost $153.43 Unrealized -7.7%
WESTERN AST INFL LKD OPP & INM COM 0.0%
Value ($000) $73 Shares 5,500 Est. Cost $13.09 Unrealized
SBUX STARBUCKS CORP COM 0.0%
Value ($000) $70 Shares 638 Est. Cost $101.66 Unrealized +4.0%
AMP AMERIPRISE FINL INC COM 0.0%
Value ($000) $70 Shares 266 Est. Cost $245.17 Unrealized 0.0%
ROP ROPER TECHNOLOGIES INC COM 0.0%
Value ($000) $68 Shares 153 Est. Cost $429.90 Unrealized +8.5%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.0%
Value ($000) $68 Shares 213 Est. Cost $298.67 Unrealized +2.3%
FTV FORTIVE CORP COM 0.0%
Value ($000) $68 Shares 963 Est. Cost $52.84 Unrealized +1.7%
TIP ISHARES TIPS BOND ETF 0.0%
Value ($000) $64 Shares 500 Est. Cost $128.00 Unrealized
TD TORONTO DOMINION BK ONT COM NEW 0.0%
Value ($000) $64 Shares 967 Est. Cost $67.00 Unrealized -0.5%
ADBE ADOBE SYSTEMS INCORPORATED COM 0.0%
Value ($000) $63 Shares 110 Est. Cost $515.47 Unrealized +22.1%
VOT VANGUARD MID-CAP GROWTH INDEX FUND 0.0%
Value ($000) $60 Shares 254 Est. Cost $236.22 Unrealized
CHANGE HEALTHCARE INC COM 0.0%
Value ($000) $60 Shares 2,875 Est. Cost $22.96 Unrealized
BLV VANGUARD LONG-TERM BOND INDEX FUND 0.0%
Value ($000) $60 Shares 582 Est. Cost $103.09 Unrealized
CSX CSX CORP COM 0.0%
Value ($000) $59 Shares 1,974 Est. Cost $30.82 Unrealized -2.2%
MET METLIFE INC COM 0.0%
Value ($000) $59 Shares 955 Est. Cost $53.84 Unrealized -2.1%
FDS FACTSET RESH SYS INC COM 0.0%
Value ($000) $59 Shares 150 Est. Cost $331.06 Unrealized +5.3%
SPYX SPDR S&P 500 FOSSIL FUEL RESERVES FREE ETF 0.0%
Value ($000) $59 Shares 556 Est. Cost $106.12 Unrealized
CNI CANADIAN NATL RY CO COM 0.0%
Value ($000) $58 Shares 500 Est. Cost $101.55 Unrealized 0.0%
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $58 Shares 847 Est. Cost $30.50 Unrealized -7.0%
AGZ ISHARES AGENCY BOND ETF 0.0%
Value ($000) $57 Shares 479 Est. Cost $118.10 Unrealized
UTHR UNITED THERAPEUTICS CORP DEL COM 0.0%
Value ($000) $55 Shares 300 Est. Cost $193.71 Unrealized +1.7%
BX BLACKSTONE INC COM 0.0%
Value ($000) $55 Shares 471 Est. Cost $76.25 Unrealized +31.6%
VRTX VERTEX PHARMACEUTICALS INC COM 0.0%
Value ($000) $54 Shares 300 Est. Cost $209.17 Unrealized -6.7%
HPE HEWLETT PACKARD ENTERPRISE CO COM 0.0%
Value ($000) $54 Shares 3,795 Est. Cost $13.58 Unrealized -6.7%
AAXJ ISHARES MSCI ALL COUNTRY ASIA EX JAPAN INDEX FUND 0.0%
Value ($000) $53 Shares 623 Est. Cost $94.70 Unrealized
ATLANTICA SUSTAINABLE INFR PLC SHS 0.0%
Value ($000) $52 Shares 1,500 Est. Cost $37.33 Unrealized
QCOM QUALCOMM INC COM 0.0%
Value ($000) $52 Shares 406 Est. Cost $125.50 Unrealized +2.7%
DOW DOW INC COM 0.0%
Value ($000) $49 Shares 847 Est. Cost $50.93 Unrealized -6.1%
BLACKROCK INC COM 0.0%
Value ($000) $49 Shares 59 Est. Cost $860.67 Unrealized
DLTR DOLLAR TREE INC COM 0.0%
Value ($000) $48 Shares 500 Est. Cost $108.70 Unrealized -11.5%
MDY SPDR S&P MIDCAP 400 ETF 0.0%
Value ($000) $48 Shares 100 Est. Cost $490.00 Unrealized
AROW ARROW FINL CORP COM 0.0%
Value ($000) $47 Shares 1,375 Est. Cost $28.72 Unrealized +0.2%
INARI MED INC COM 0.0%
Value ($000) $46 Shares 568 Est. Cost $93.31 Unrealized
PM PHILIP MORRIS INTL INC COM 0.0%
Value ($000) $43 Shares 451 Est. Cost $76.42 Unrealized +6.1%
PSX PHILLIPS 66 COM 0.0%
Value ($000) $43 Shares 616 Est. Cost $69.34 Unrealized -11.7%
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.0%
Value ($000) $42 Shares 566 Est. Cost $75.97 Unrealized
NYT NEW YORK TIMES CO CL A 0.0%
Value ($000) $42 Shares 849 Est. Cost $42.40 Unrealized +6.4%
PFG PRINCIPAL FINANCIAL GROUP INC COM 0.0%
Value ($000) $42 Shares 659 Est. Cost $54.06 Unrealized +1.4%
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $42 Shares 728 Est. Cost $54.98 Unrealized +0.8%
L LOEWS CORP COM 0.0%
Value ($000) $41 Shares 763 Est. Cost $55.04 Unrealized -2.8%
CAT CATERPILLAR INC COM 0.0%
Value ($000) $41 Shares 212 Est. Cost $211.85 Unrealized -9.3%
SMB VANECK SHORT MUNI ETF 0.0%
Value ($000) $40 Shares 2,216 Est. Cost $18.05 Unrealized
BALL BALL CORP COM 0.0%
Value ($000) $40 Shares 440 Est. Cost $81.56 Unrealized +2.6%
ASML ASML HOLDING N V N Y REGISTRY SHS 0.0%
Value ($000) $39 Shares 52 Est. Cost $692.31 Unrealized
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $39 Shares 401 Est. Cost $102.24 Unrealized
SPG SIMON PPTY GROUP INC NEW COM 0.0%
Value ($000) $38 Shares 292 Est. Cost $99.29 Unrealized +3.0%
PANW PALO ALTO NETWORKS INC COM 0.0%
Value ($000) $38 Shares 79 Est. Cost $59.25 Unrealized +18.6%
OGN ORGANON & CO COMMON STOCK 0.0%
Value ($000) $37 Shares 1,121 Est. Cost $26.93 Unrealized -2.4%
SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF 0.0%
Value ($000) $37 Shares 252 Est. Cost $146.83 Unrealized
FAST FASTENAL CO COM 0.0%
Value ($000) $36 Shares 696 Est. Cost $23.29 Unrealized +4.8%
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $36 Shares 198 Est. Cost $176.77 Unrealized
LULU LULULEMON ATHLETICA INC COM 0.0%
Value ($000) $35 Shares 86 Est. Cost $329.33 Unrealized +21.6%
TSLA TESLA INC COM 0.0%
Value ($000) $35 Shares 45 Est. Cost $217.09 Unrealized +8.4%
YUMC YUM CHINA HLDGS INC COM 0.0%
Value ($000) $35 Shares 600 Est. Cost $63.78 Unrealized -3.6%
AVGO BROADCOM INC COM 0.0%
Value ($000) $35 Shares 73 Est. Cost $43.25 Unrealized +2.8%
MIDD MIDDLEBY CORP COM 0.0%
Value ($000) $34 Shares 200 Est. Cost $170.44 Unrealized +6.0%
GWW GRAINGER W W INC COM 0.0%
Value ($000) $33 Shares 85 Est. Cost $419.26 Unrealized -1.1%
PHG KONINKLIJKE PHILIPS N V NY REGIS SHS NEW 0.0%
Value ($000) $32 Shares 720 Est. Cost $50.00 Unrealized
XYL XYLEM INC COM 0.0%
Value ($000) $32 Shares 256 Est. Cost $108.16 Unrealized +12.9%
CTAS CINTAS CORP COM 0.0%
Value ($000) $30 Shares 80 Est. Cost $84.94 Unrealized +10.6%
VGT VANGUARD INFORMATION TECHNOLOGY INDEX FUND 0.0%
Value ($000) $30 Shares 75 Est. Cost $400.00 Unrealized
HMN HORACE MANN EDUCATORS CORP NEW COM 0.0%
Value ($000) $30 Shares 760 Est. Cost $39.84 Unrealized -0.5%
ZM ZOOM VIDEO COMMUNICATIONS INC CL A 0.0%
Value ($000) $30 Shares 115 Est. Cost $333.04 Unrealized +1.2%
EFV ISHARES MSCI EAFE VALUE ETF 0.0%
Value ($000) $29 Shares 573 Est. Cost $51.19 Unrealized
IIPR INNOVATIVE INDL PPTYS INC COM 0.0%
Value ($000) $29 Shares 126 Est. Cost $190.48 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.0%
Value ($000) $29 Shares 225 Est. Cost $124.44 Unrealized
BIL SPDR BLOOMBERG 1-3 MONTH T-BILL ETF 0.0%
Value ($000) $29 Shares 320 Est. Cost $90.63 Unrealized
HL HECLA MNG CO COM 0.0%
Value ($000) $28 Shares 5,000 Est. Cost $2.66 Unrealized +129.3%
INGR INGREDION INC COM 0.0%
Value ($000) $28 Shares 320 Est. Cost $93.37 Unrealized -5.7%
XLC COMMUNICATION SERVICES SELECT SECTOR SPDRA FUND 0.0%
Value ($000) $28 Shares 348 Est. Cost $80.46 Unrealized
HOLX HOLOGIC INC COM 0.0%
Value ($000) $28 Shares 375 Est. Cost $66.85 Unrealized +12.2%
PH PARKER-HANNIFIN CORP COM 0.0%
Value ($000) $28 Shares 100 Est. Cost $291.08 Unrealized -3.6%
VTR VENTAS INC COM 0.0%
Value ($000) $28 Shares 500 Est. Cost $47.45 Unrealized +3.4%
C CITIGROUP INC COM NEW 0.0%
Value ($000) $27 Shares 383 Est. Cost $61.27 Unrealized -2.6%
AWR AMER STATES WTR CO COM 0.0%
Value ($000) $26 Shares 300 Est. Cost $72.33 Unrealized +11.1%
SOCL GLOBAL X SOCIAL MEDIA INDEX FUND 0.0%
Value ($000) $26 Shares 422 Est. Cost $73.46 Unrealized
OTIS OTIS WORLDWIDE CORP COM 0.0%
Value ($000) $26 Shares 312 Est. Cost $71.71 Unrealized +14.6%
ARKW ARK NEXT GENERATION INTERNET ETF 0.0%
Value ($000) $24 Shares 175 Est. Cost $154.29 Unrealized
MSCI MSCI INC COM 0.0%
Value ($000) $24 Shares 40 Est. Cost $454.06 Unrealized +28.4%
PIONEER NAT RES CO COM 0.0%
Value ($000) $24 Shares 142 Est. Cost $161.97 Unrealized
LMT LOCKHEED MARTIN CORP COM 0.0%
Value ($000) $23 Shares 67 Est. Cost $338.54 Unrealized -5.2%
CTVA CORTEVA INC COM 0.0%
Value ($000) $23 Shares 542 Est. Cost $43.79 Unrealized -5.8%
ADI ANALOG DEVICES INC COM 0.0%
Value ($000) $23 Shares 140 Est. Cost $147.67 Unrealized +5.2%
PSCT INVESCO S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO 0.0%
Value ($000) $21 Shares 150 Est. Cost $146.67 Unrealized
CB CHUBB LIMITED COM 0.0%
Value ($000) $21 Shares 120 Est. Cost $155.25 Unrealized +6.3%
BBY BEST BUY INC COM 0.0%
Value ($000) $21 Shares 200 Est. Cost $94.95 Unrealized -3.1%
BAC BK OF AMERICA CORP COM 0.0%
Value ($000) $21 Shares 500 Est. Cost $36.56 Unrealized -1.3%
GM GENERAL MTRS CO COM 0.0%
Value ($000) $20 Shares 385 Est. Cost $56.71 Unrealized -9.6%
GEN NORTONLIFELOCK INC COM 0.0%
Value ($000) $20 Shares 800 Est. Cost $22.60 Unrealized +5.1%
CDE COEUR MNG INC COM NEW 0.0%
Value ($000) $19 Shares 3,000 Est. Cost $4.74 Unrealized +49.9%
ACTIVISION BLIZZARD INC COM 0.0%
Value ($000) $19 Shares 250 Est. Cost $96.00 Unrealized
BYND BEYOND MEAT INC COM 0.0%
Value ($000) $19 Shares 180 Est. Cost $132.95 Unrealized -8.0%
FCX FREEPORT-MCMORAN INC CL B 0.0%
Value ($000) $18 Shares 550 Est. Cost $36.53 Unrealized -9.4%
FINX GLOBAL X FINTECH THEMATIC ETF 0.0%
Value ($000) $18 Shares 375 Est. Cost $48.00 Unrealized
PRKS SEAWORLD ENTMT INC COM 0.0%
Value ($000) $17 Shares 300 Est. Cost $53.07 Unrealized -5.1%
QRVO QORVO INC COM 0.0%
Value ($000) $17 Shares 100 Est. Cost $184.45 Unrealized +0.7%
PLUG PLUG POWER INC COM NEW 0.0%
Value ($000) $17 Shares 650 Est. Cost $29.01 Unrealized -7.7%
SBAC SBA COMMUNICATIONS CORP NEW CL A 0.0%
Value ($000) $17 Shares 51 Est. Cost $280.45 Unrealized +15.6%
IQV IQVIA HLDGS INC COM 0.0%
Value ($000) $17 Shares 72 Est. Cost $230.90 Unrealized +9.3%
STT STATE STR CORP COM 0.0%
Value ($000) $17 Shares 200 Est. Cost $72.44 Unrealized +3.7%
CBU COMMUNITY BK SYS INC COM 0.0%
Value ($000) $17 Shares 246 Est. Cost $68.01 Unrealized -8.4%
DEO DIAGEO PLC SPON ADR NEW 0.0%
Value ($000) $17 Shares 87 Est. Cost $195.40 Unrealized
CRBN ISHARES MSCI ACWI LOW CARBON TARGET ETF 0.0%
Value ($000) $16 Shares 100 Est. Cost $170.00 Unrealized
ORA ORMAT TECHNOLOGIES INC COM 0.0%
Value ($000) $16 Shares 237 Est. Cost $69.12 Unrealized -2.8%
ABNB AIRBNB INC COM CL A 0.0%
Value ($000) $16 Shares 96 Est. Cost $155.81 Unrealized -2.0%
DE DEERE & CO COM 0.0%
Value ($000) $16 Shares 49 Est. Cost $340.60 Unrealized -0.4%
EVOQUA WATER TECHNOLOGIES CORP COM 0.0%
Value ($000) $16 Shares 425 Est. Cost $32.94 Unrealized
IHI ISHARES U.S. MEDICAL DEVICES ETF 0.0%
Value ($000) $15 Shares 240 Est. Cost $110.42 Unrealized
AON AON PLC SHS CL A 0.0%
Value ($000) $15 Shares 51 Est. Cost $236.31 Unrealized +10.1%
SO SOUTHERN CO COM 0.0%
Value ($000) $15 Shares 250 Est. Cost $53.77 Unrealized +1.7%
UNB UNION BANKSHARES INC COM 0.0%
Value ($000) $14 Shares 450 Est. Cost $33.44 Unrealized +0.1%
ROST ROSS STORES INC COM 0.0%
Value ($000) $14 Shares 125 Est. Cost $118.36 Unrealized -3.7%
ILMN ILLUMINA INC COM 0.0%
Value ($000) $14 Shares 35 Est. Cost $402.76 Unrealized +14.2%
O REALTY INCOME CORP COM 0.0%
Value ($000) $14 Shares 219 Est. Cost $53.81 Unrealized 0.0%
SCHZ SCHWAB US AGGREGATE BOND ETF 0.0%
Value ($000) $14 Shares 250 Est. Cost $56.00 Unrealized
ET ENERGY TRANSFER L P COM UT LTD PTN 0.0%
Value ($000) $14 Shares 1,510 Est. Cost $10.66 Unrealized
VNT VONTIER CORPORATION COM 0.0%
Value ($000) $13 Shares 385 Est. Cost $32.94 Unrealized +3.1%
MASI MASIMO CORP COM 0.0%
Value ($000) $13 Shares 49 Est. Cost $228.17 Unrealized +18.8%
BURCON NUTRASCIENCE CORP COM 0.0%
Value ($000) $13 Shares 8,600 Est. Cost $2.21 Unrealized
NXST NEXSTAR MEDIA GROUP INC CL A 0.0%
Value ($000) $13 Shares 87 Est. Cost $127.42 Unrealized -0.4%
SLB SCHLUMBERGER LTD COM STK 0.0%
Value ($000) $12 Shares 396 Est. Cost $26.00 Unrealized 0.0%
VICI VICI PPTYS INC COM 0.0%
Value ($000) $12 Shares 406 Est. Cost $24.04 Unrealized 0.0%
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.0%
Value ($000) $12 Shares 108 Est. Cost $120.37 Unrealized
NUMG NUVEEN ESG MID-CAP GROWTH ETF 0.0%
Value ($000) $12 Shares 222 Est. Cost $54.05 Unrealized
2U INC COM 0.0%
Value ($000) $12 Shares 344 Est. Cost $40.70 Unrealized
RSG REPUBLIC SVCS INC COM 0.0%
Value ($000) $11 Shares 90 Est. Cost $101.09 Unrealized +11.8%
SKYY FIRST TR EXCHANGE TRADED FD II CLOUD COMPUTING 0.0%
Value ($000) $11 Shares 101 Est. Cost $108.91 Unrealized
PZZA PAPA JOHNS INTL INC COM 0.0%
Value ($000) $11 Shares 85 Est. Cost $84.42 Unrealized +25.0%
ETR ENTERGY CORP NEW COM 0.0%
Value ($000) $11 Shares 114 Est. Cost $45.58 Unrealized 0.0%
STX SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS 0.0%
Value ($000) $11 Shares 128 Est. Cost $75.21 Unrealized 0.0%
NTR NUTRIEN LTD COM 0.0%
Value ($000) $11 Shares 174 Est. Cost $53.47 Unrealized 0.0%
SYF SYNCHRONY FINANCIAL COM 0.0%
Value ($000) $11 Shares 225 Est. Cost $43.96 Unrealized 0.0%
ATLASSIAN CORP PLC CL A 0.0%
Value ($000) $10 Shares 25 Est. Cost $240.00 Unrealized
VTRS VIATRIS INC COM 0.0%
Value ($000) $10 Shares 702 Est. Cost $11.85 Unrealized -1.1%
BSCQ INVESCO BULLETSHARES 2026 CORPORATE BOND ETF 0.0%
Value ($000) $10 Shares 447 Est. Cost $22.37 Unrealized
OMC OMNICOM GROUP INC COM 0.0%
Value ($000) $10 Shares 136 Est. Cost $68.98 Unrealized -7.9%
NFLX NETFLIX INC COM 0.0%
Value ($000) $10 Shares 17 Est. Cost $51.12 Unrealized +7.7%
LHX L3HARRIS TECHNOLOGIES INC COM 0.0%
Value ($000) $10 Shares 45 Est. Cost $195.61 Unrealized +6.2%
NXPI NXP SEMICONDUCTORS N V COM 0.0%
Value ($000) $10 Shares 50 Est. Cost $184.29 Unrealized +3.9%
GLW CORNING INC COM 0.0%
Value ($000) $10 Shares 275 Est. Cost $38.31 Unrealized -7.9%
VOO VANGUARD S&P 500 ETF 0.0%
Value ($000) $10 Shares 26 Est. Cost $384.62 Unrealized
CHTR CHARTER COMMUNICATIONS INC NEW CL A 0.0%
Value ($000) $10 Shares 14 Est. Cost $673.16 Unrealized +12.7%
XILINX INC COM 0.0%
Value ($000) $10 Shares 63 Est. Cost $142.86 Unrealized
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $10 Shares 97 Est. Cost $80.82 Unrealized +26.5%
TXT TEXTRON INC COM 0.0%
Value ($000) $10 Shares 137 Est. Cost $64.33 Unrealized +8.7%
TMUS T-MOBILE US INC COM 0.0%
Value ($000) $10 Shares 75 Est. Cost $133.21 Unrealized +1.0%
MRSH MARSH & MCLENNAN COS INC COM 0.0%
Value ($000) $9 Shares 60 Est. Cost $125.21 Unrealized +13.1%
IRWD IRONWOOD PHARMACEUTICALS INC COM CL A 0.0%
Value ($000) $9 Shares 702 Est. Cost $11.45 Unrealized +12.9%
ETHO CLIMATE LEADERSHIP U.S. ETF 0.0%
Value ($000) $9 Shares 154 Est. Cost $58.44 Unrealized
COF CAPITAL ONE FINL CORP COM 0.0%
Value ($000) $9 Shares 53 Est. Cost $138.58 Unrealized +8.8%
ARKG ARK GENOMIC REVOLUTION ETF 0.0%
Value ($000) $9 Shares 125 Est. Cost $96.00 Unrealized
BEP BROOKFIELD RENEWABLE PARTNERS PARTNERSHIP UNIT 0.0%
Value ($000) $9 Shares 257 Est. Cost $38.91 Unrealized
RY ROYAL BK CDA COM 0.0%
Value ($000) $9 Shares 91 Est. Cost $101.90 Unrealized 0.0%
OPK OPKO HEALTH INC COM 0.0%
Value ($000) $9 Shares 2,500 Est. Cost $3.92 Unrealized -5.1%
FIS FIDELITY NATL INFORMATION SVCS COM 0.0%
Value ($000) $9 Shares 75 Est. Cost $133.35 Unrealized -9.4%
TGNA TEGNA INC COM 0.0%
Value ($000) $9 Shares 475 Est. Cost $19.63 Unrealized -7.5%
CDK GLOBAL INC COM 0.0%
Value ($000) $9 Shares 217 Est. Cost $50.69 Unrealized
CCJ CAMECO CORP COM 0.0%
Value ($000) $8 Shares 350 Est. Cost $18.64 Unrealized +0.3%
ISHARES IBONDS DEC 2025 TERM CORPORATE ETF 0.0%
Value ($000) $8 Shares 298 Est. Cost $26.85 Unrealized
TWLO TWILIO INC CL A 0.0%
Value ($000) $8 Shares 26 Est. Cost $347.16 Unrealized +4.9%
MWA MUELLER WTR PRODS INC COM SER A 0.0%
Value ($000) $8 Shares 500 Est. Cost $13.34 Unrealized +7.7%
CCI CROWN CASTLE INTL CORP NEW COM 0.0%
Value ($000) $8 Shares 44 Est. Cost $154.97 Unrealized +0.6%
II-VI INC COM 0.0%
Value ($000) $8 Shares 135 Est. Cost $74.07 Unrealized
CC CHEMOURS CO COM 0.0%
Value ($000) $8 Shares 264 Est. Cost $28.09 Unrealized -1.5%
MO ALTRIA GROUP INC COM 0.0%
Value ($000) $8 Shares 168 Est. Cost $33.98 Unrealized +0.0%
TKR TIMKEN CO COM 0.0%
Value ($000) $8 Shares 115 Est. Cost $84.64 Unrealized -12.2%
EMQQ EMQQ THE EMERGING MARKETS INTERNET AND ECOMMERCE ETF 0.0%
Value ($000) $7 Shares 150 Est. Cost $66.67 Unrealized
SMART GLOBAL HLDGS INC SHS 0.0%
Value ($000) $7 Shares 162 Est. Cost $49.38 Unrealized
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $7 Shares 250 Est. Cost $28.00 Unrealized
ICE INTERCONTINENTAL EXCHANGE INC COM 0.0%
Value ($000) $7 Shares 58 Est. Cost $112.02 Unrealized 0.0%
BSV VANGUARD SHORT-TERM BOND INDEX FUND 0.0%
Value ($000) $7 Shares 89 Est. Cost $78.65 Unrealized
CORE LABORATORIES N V COM 0.0%
Value ($000) $7 Shares 262 Est. Cost $38.17 Unrealized
RCL ROYAL CARIBBEAN GROUP COM 0.0%
Value ($000) $7 Shares 75 Est. Cost $85.65 Unrealized -7.2%
INVESCO BULLETSHARES 2024 CORPORATE BOND ETF 0.0%
Value ($000) $7 Shares 324 Est. Cost $21.60 Unrealized
HAS HASBRO INC COM 0.0%
Value ($000) $7 Shares 74 Est. Cost $79.64 Unrealized +1.8%
MGA MAGNA INTL INC COM 0.0%
Value ($000) $7 Shares 90 Est. Cost $70.94 Unrealized 0.0%
VTI VANGUARD TOTAL STOCK MARKET INDEX FUND 0.0%
Value ($000) $7 Shares 32 Est. Cost $218.75 Unrealized
AAP ADVANCE AUTO PARTS INC COM 0.0%
Value ($000) $7 Shares 35 Est. Cost $186.49 Unrealized 0.0%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A 0.0%
Value ($000) $6 Shares 79 Est. Cost $68.84 Unrealized 0.0%
BA BOEING CO COM 0.0%
Value ($000) $6 Shares 26 Est. Cost $241.76 Unrealized -7.8%
SNOW SNOWFLAKE INC CL A 0.0%
Value ($000) $6 Shares 20 Est. Cost $232.63 Unrealized +22.3%
URI UNITED RENTALS INC COM 0.0%
Value ($000) $6 Shares 16 Est. Cost $325.11 Unrealized 0.0%
ZBRA ZEBRA TECHNOLOGIES CORPORATION CL A 0.0%
Value ($000) $6 Shares 11 Est. Cost $557.27 Unrealized 0.0%
APTIV PLC SHS 0.0%
Value ($000) $6 Shares 43 Est. Cost $139.53 Unrealized
TTCFQ TATTOOED CHEF INC COM CL A 0.0%
Value ($000) $6 Shares 350 Est. Cost $19.61 Unrealized +0.9%
INVESCO BULLETSHARES 2022 CORPORATE BOND ETF 0.0%
Value ($000) $5 Shares 240 Est. Cost $20.83 Unrealized
SWK STANLEY BLACK & DECKER INC COM 0.0%
Value ($000) $5 Shares 31 Est. Cost $166.72 Unrealized 0.0%
COR AMERISOURCEBERGEN CORP COM 0.0%
Value ($000) $5 Shares 41 Est. Cost $112.38 Unrealized 0.0%
PGR PROGRESSIVE CORP COM 0.0%
Value ($000) $5 Shares 58 Est. Cost $85.34 Unrealized 0.0%
ARISTA NETWORKS INC COM 0.0%
Value ($000) $5 Shares 14 Est. Cost $357.14 Unrealized
MSGS MADISON SQUARE GRDN SPRT CORP CL A 0.0%
Value ($000) $5 Shares 25 Est. Cost $180.75 Unrealized -5.3%
REGN REGENERON PHARMACEUTICALS COM 0.0%
Value ($000) $5 Shares 8 Est. Cost $617.39 Unrealized 0.0%
LTC LTC PPTYS INC COM 0.0%
Value ($000) $5 Shares 150 Est. Cost $38.32 Unrealized
IVV ISHARES CORE S&P 500 ETF 0.0%
Value ($000) $5 Shares 12 Est. Cost $416.67 Unrealized
COCRYSTAL PHARMA INC COM 0.0%
Value ($000) $5 Shares 5,000 Est. Cost $1.20 Unrealized
ELAN ELANCO ANIMAL HEALTH INC COM 0.0%
Value ($000) $5 Shares 172 Est. Cost $32.98 Unrealized +1.7%
NGG NATIONAL GRID PLC SPONSORED ADR NE 0.0%
Value ($000) $5 Shares 82 Est. Cost $60.98 Unrealized
GRWG GROWGENERATION CORP COM 0.0%
Value ($000) $5 Shares 200 Est. Cost $35.34 Unrealized 0.0%
RENEWABLE ENERGY GROUP INC COM NEW 0.0%
Value ($000) $5 Shares 98 Est. Cost $61.22 Unrealized
VIAV VIAVI SOLUTIONS INC COM 0.0%
Value ($000) $5 Shares 325 Est. Cost $16.87 Unrealized -2.8%
CYRUSONE INC COM 0.0%
Value ($000) $4 Shares 50 Est. Cost $80.00 Unrealized
AME AMETEK INC COM 0.0%
Value ($000) $4 Shares 34 Est. Cost $129.89 Unrealized +0.5%
WDAY WORKDAY INC CL A 0.0%
Value ($000) $4 Shares 18 Est. Cost $240.49 Unrealized +3.0%
MCO MOODYS CORP COM 0.0%
Value ($000) $4 Shares 10 Est. Cost $320.24 Unrealized +13.4%
CRTO CRITEO S A SPONS ADS 0.0%
Value ($000) $4 Shares 100 Est. Cost $50.00 Unrealized
SCHR SCHWAB INTERMEDIATE-TERM U.S. TREASURY ETF 0.0%
Value ($000) $4 Shares 66 Est. Cost $60.61 Unrealized
ARMK ARAMARK COM 0.0%
Value ($000) $4 Shares 120 Est. Cost $25.90 Unrealized -9.5%
AMYRIS INC COM NEW 0.0%
Value ($000) $4 Shares 300 Est. Cost $16.67 Unrealized
ISHARES IBONDS DEC 2023 TERM CORPORATE ETF 0.0%
Value ($000) $4 Shares 170 Est. Cost $23.53 Unrealized
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $4 Shares 109 Est. Cost $33.82 Unrealized -9.7%
LUMN LUMEN TECHNOLOGIES INC COM 0.0%
Value ($000) $4 Shares 350 Est. Cost $12.26 Unrealized -7.4%
VGSH VANGUARD SHORT-TERM GOVERNMENT BOND ETF 0.0%
Value ($000) $3 Shares 50 Est. Cost $60.00 Unrealized
DISCOVERY INC COM SER A 0.0%
Value ($000) $3 Shares 127 Est. Cost $30.00 Unrealized
GDDY GODADDY INC CL A 0.0%
Value ($000) $3 Shares 50 Est. Cost $77.40 Unrealized 0.0%
FISV FISERV INC COM 0.0%
Value ($000) $3 Shares 31 Est. Cost $111.73 Unrealized 0.0%
LUV SOUTHWEST AIRLS CO COM 0.0%
Value ($000) $3 Shares 50 Est. Cost $55.76 Unrealized -15.7%
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.0%
Value ($000) $3 Shares 20 Est. Cost $250.00 Unrealized
BHP BHP GROUP LTD SPONSORED ADS 0.0%
Value ($000) $3 Shares 63 Est. Cost $47.62 Unrealized
CSGP COSTAR GROUP INC COM 0.0%
Value ($000) $3 Shares 40 Est. Cost $86.44 Unrealized 0.0%
CLX CLOROX CO DEL COM 0.0%
Value ($000) $3 Shares 18 Est. Cost $157.42 Unrealized -5.1%
BF/A BROWN FORMAN CORP CL A 0.0%
Value ($000) $3 Shares 45 Est. Cost $64.80 Unrealized -6.1%
WDFC WD 40 CO COM 0.0%
Value ($000) $3 Shares 12 Est. Cost $236.72 Unrealized -5.9%
XYZ SQUARE INC CL A 0.0%
Value ($000) $2 Shares 8 Est. Cost $231.94 Unrealized +10.7%
WORKHORSE GROUP INC COM NEW 0.0%
Value ($000) $2 Shares 200 Est. Cost $15.00 Unrealized
MGM MGM RESORTS INTERNATIONAL COM 0.0%
Value ($000) $2 Shares 50 Est. Cost $41.35 Unrealized -1.5%
BMI BADGER METER INC COM 0.0%
Value ($000) $2 Shares 23 Est. Cost $91.27 Unrealized +8.4%
BF/B BROWN FORMAN CORP CL B 0.0%
Value ($000) $2 Shares 25 Est. Cost $69.34 Unrealized -6.8%
GVA GRANITE CONSTR INC COM 0.0%
Value ($000) $2 Shares 50 Est. Cost $39.67 Unrealized -0.3%
UBER UBER TECHNOLOGIES INC COM 0.0%
Value ($000) $2 Shares 40 Est. Cost $52.23 Unrealized -16.3%
INSM INSMED INC COM PAR $.01 0.0%
Value ($000) $2 Shares 59 Est. Cost $29.68 Unrealized -11.6%
BKNG BOOKING HOLDINGS INC COM 0.0%
Value ($000) $2 Shares 1 Est. Cost $2296.54 Unrealized -3.9%
AEA-BRIDGES IMPACT CORP UNIT 0.0%
Value ($000) $1 Shares 100 Est. Cost $10.00 Unrealized
PBD INVESCO GLOBAL CLEAN ENERGY ETF 0.0%
Value ($000) $1 Shares 50 Est. Cost $40.00 Unrealized
STNE STONECO LTD COM CL A 0.0%
Value ($000) $1 Shares 30 Est. Cost $66.67 Unrealized
MUSTANG BIO INC COM 0.0%
Value ($000) $0 Shares 7 Est. Cost Unrealized
CYCLERION THERAPEUTICS INC COM 0.0%
Value ($000) $0 Shares 115 Est. Cost Unrealized