Clean Yield Group Diversified Active

CIK: 0001525865 · Show all filings

Period: Q4 2021 (← Previous) (Next →)

Filing Date: Jan 24, 2022

Total Value ($000): $312,897 (100.0% shares, 0.0% debt)

Holdings (448)

AAPL APPLE INC COM 5.1%
Value ($000) $15,949 Shares 89,816 Est. Cost $90.93 Unrealized +70.1%
SPY SPDR S&P 500 ETF 3.9%
Value ($000) $12,349 Shares 26,000 Est. Cost $212.27 Unrealized
GRNB VANECK GREEN BOND ETF 3.7%
Value ($000) $11,685 Shares 436,510 Est. Cost $27.18 Unrealized
GLAXOSMITHKLINE PLC SPONSORED ADR 3.0%
Value ($000) $9,519 Shares 215,858 Est. Cost $36.31 Unrealized
TU TELUS CORPORATION COM 2.6%
Value ($000) $8,174 Shares 346,800 Est. Cost $18.00 Unrealized +27.0%
UNILEVER PLC SPON ADR NEW 2.5%
Value ($000) $7,688 Shares 142,935 Est. Cost $59.76 Unrealized
SNY SANOFI SPONSORED ADR 2.3%
Value ($000) $7,147 Shares 142,646 Est. Cost $42.80 Unrealized
SFM SPROUTS FMRS MKT INC COM 2.2%
Value ($000) $6,763 Shares 227,851 Est. Cost $21.87 Unrealized +14.4%
VOD VODAFONE GROUP PLC NEW SPONSORED ADR 2.1%
Value ($000) $6,705 Shares 449,124 Est. Cost $19.05 Unrealized
PHYSICIANS RLTY TR COM 2.1%
Value ($000) $6,565 Shares 348,667 Est. Cost $16.60 Unrealized
GIS GENERAL MLS INC COM 2.1%
Value ($000) $6,560 Shares 97,352 Est. Cost $34.84 Unrealized +58.6%
HASI HANNON ARMSTRONG SUST INFR CAP COM 2.0%
Value ($000) $6,347 Shares 119,477 Est. Cost $11.20 Unrealized +311.2%
HIFS HINGHAM INSTN SVGS MASS COM 2.0%
Value ($000) $6,318 Shares 15,047 Est. Cost $138.73 Unrealized +158.4%
VMBS VANGUARD MORTGAGE-BACKED SECURITIES ETF 1.9%
Value ($000) $5,983 Shares 113,226 Est. Cost $53.94 Unrealized
STAG STAG INDL INC COM 1.9%
Value ($000) $5,970 Shares 124,472 Est. Cost $31.93 Unrealized
ELME WASHINGTON REAL ESTATE INVT TR SH BEN INT 1.7%
Value ($000) $5,443 Shares 210,558 Est. Cost $23.42 Unrealized
CSCO CISCO SYS INC COM 1.7%
Value ($000) $5,384 Shares 84,965 Est. Cost $27.19 Unrealized +85.6%
CL COLGATE PALMOLIVE CO COM 1.5%
Value ($000) $4,612 Shares 54,044 Est. Cost $55.63 Unrealized +27.5%
MSFT MICROSOFT CORP COM 1.5%
Value ($000) $4,597 Shares 13,668 Est. Cost $34.34 Unrealized +812.6%
ADP AUTOMATIC DATA PROCESSING INC COM 1.5%
Value ($000) $4,573 Shares 18,545 Est. Cost $52.76 Unrealized +292.9%
HEALTHCARE TR AMER INC CL A NEW 1.4%
Value ($000) $4,479 Shares 134,137 Est. Cost $28.90 Unrealized
XRAY DENTSPLY SIRONA INC COM 1.3%
Value ($000) $4,164 Shares 74,638 Est. Cost $40.71 Unrealized +35.1%
JNJ JOHNSON & JOHNSON COM 1.3%
Value ($000) $4,136 Shares 24,180 Est. Cost $68.42 Unrealized +112.0%
CAC CAMDEN NATL CORP COM 1.3%
Value ($000) $4,050 Shares 84,089 Est. Cost $25.70 Unrealized +55.1%
MKC MCCORMICK & CO INC COM NON VTG 1.3%
Value ($000) $4,013 Shares 41,539 Est. Cost $56.24 Unrealized +38.2%
NOMD NOMAD FOODS LTD USD ORD SHS 1.3%
Value ($000) $3,955 Shares 155,779 Est. Cost $23.17 Unrealized +11.4%
PG PROCTER AND GAMBLE CO COM 1.3%
Value ($000) $3,924 Shares 23,985 Est. Cost $71.18 Unrealized +88.4%
DOC HEALTHPEAK PROPERTIES INC COM 1.2%
Value ($000) $3,841 Shares 106,418 Est. Cost $24.98 Unrealized +9.6%
SNN SMITH & NEPHEW PLC SPDN ADR NEW 1.2%
Value ($000) $3,820 Shares 110,348 Est. Cost $36.89 Unrealized
KRC KILROY RLTY CORP COM 1.2%
Value ($000) $3,649 Shares 54,900 Est. Cost $66.28 Unrealized
INTU INTUIT COM 1.1%
Value ($000) $3,404 Shares 5,292 Est. Cost $73.54 Unrealized +717.9%
NOK NOKIA CORP SPONSORED ADR 1.0%
Value ($000) $3,283 Shares 527,740 Est. Cost $4.15 Unrealized
NVO NOVO-NORDISK A S ADR 1.0%
Value ($000) $3,098 Shares 27,663 Est. Cost $50.87 Unrealized
UMPQUA HLDGS CORP COM 1.0%
Value ($000) $3,023 Shares 157,139 Est. Cost $10.86 Unrealized
DGX QUEST DIAGNOSTICS INC COM 1.0%
Value ($000) $2,991 Shares 17,286 Est. Cost $86.66 Unrealized +62.1%
AMRC AMERESCO INC CL A 1.0%
Value ($000) $2,979 Shares 36,584 Est. Cost $10.60 Unrealized +654.3%
AMGN AMGEN INC COM 0.9%
Value ($000) $2,845 Shares 12,647 Est. Cost $97.40 Unrealized +90.1%
CHKP CHECK POINT SOFTWARE TECH LTD ORD 0.9%
Value ($000) $2,717 Shares 23,314 Est. Cost $115.43 Unrealized +0.4%
IBM INTERNATIONAL BUSINESS MACHS COM 0.8%
Value ($000) $2,623 Shares 19,621 Est. Cost $106.82 Unrealized -0.3%
AWK AMERICAN WTR WKS CO INC NEW COM 0.8%
Value ($000) $2,451 Shares 12,976 Est. Cost $38.80 Unrealized +313.4%
EXPD EXPEDITORS INTL WASH INC COM 0.8%
Value ($000) $2,366 Shares 17,620 Est. Cost $34.81 Unrealized +241.9%
TMO THERMO FISHER SCIENTIFIC INC COM 0.7%
Value ($000) $2,333 Shares 3,497 Est. Cost $94.23 Unrealized +555.1%
ITW ILLINOIS TOOL WKS INC COM 0.7%
Value ($000) $2,323 Shares 9,414 Est. Cost $50.28 Unrealized +318.3%
BDX BECTON DICKINSON & CO COM 0.7%
Value ($000) $2,200 Shares 8,748 Est. Cost $79.22 Unrealized +182.1%
VITL VITAL FARMS INC COM 0.7%
Value ($000) $2,146 Shares 118,805 Est. Cost $17.92 Unrealized -1.5%
AMAL AMALGAMATED FINANCIAL CORP COM 0.7%
Value ($000) $2,068 Shares 123,300 Est. Cost $14.08 Unrealized +14.1%
MAA MID-AMER APT CMNTYS INC COM 0.6%
Value ($000) $1,945 Shares 8,478 Est. Cost $71.31 Unrealized +150.0%
HD HOME DEPOT INC 0.6%
Value ($000) $1,878 Shares 4,524 Est. Cost $145.43 Unrealized +136.0%
HAIN HAIN CELESTIAL GROUP INC 0.5%
Value ($000) $1,691 Shares 39,678 Est. Cost $28.08 Unrealized +51.9%
WLY WILEY JOHN & SONS INC CL A 0.5%
Value ($000) $1,652 Shares 28,845 Est. Cost $30.45 Unrealized +53.2%
FSLR FIRST SOLAR INC COM 0.5%
Value ($000) $1,603 Shares 18,396 Est. Cost $57.78 Unrealized +78.0%
SYK STRYKER CORPORATION COM 0.5%
Value ($000) $1,553 Shares 5,809 Est. Cost $75.47 Unrealized +232.8%
GOOGL ALPHABET CLASS A 0.5%
Value ($000) $1,524 Shares 526 Est. Cost $62.67 Unrealized +128.1%
PEP PEPSICO INC COM 0.5%
Value ($000) $1,466 Shares 8,437 Est. Cost $76.53 Unrealized +87.4%
USB US BANCORP DEL COM NEW 0.5%
Value ($000) $1,452 Shares 25,848 Est. Cost $39.00 Unrealized +25.2%
UTMD UTAH MED PRODS INC COM 0.5%
Value ($000) $1,447 Shares 14,474 Est. Cost $56.77 Unrealized +79.7%
HLIO HELIOS TECHNOLOGIES INC COM 0.4%
Value ($000) $1,339 Shares 12,729 Est. Cost $46.71 Unrealized +108.0%
MSEX MIDDLESEX WTR CO COM 0.4%
Value ($000) $1,209 Shares 10,050 Est. Cost $24.80 Unrealized +328.4%
KD KYNDRYL HLDGS INC COMMON STOCK 0.4%
Value ($000) $1,205 Shares 66,570 Est. Cost $21.59 Unrealized 0.0%
TRMB TRIMBLE INC COM 0.4%
Value ($000) $1,196 Shares 13,721 Est. Cost $40.09 Unrealized +114.2%
LLY LILLY ELI & CO COM 0.4%
Value ($000) $1,143 Shares 4,139 Est. Cost $128.23 Unrealized +90.2%
KAI KADANT INC COM 0.3%
Value ($000) $1,078 Shares 4,678 Est. Cost $40.14 Unrealized +443.7%
SJM SMUCKER J M CO COM NEW 0.3%
Value ($000) $993 Shares 7,309 Est. Cost $70.70 Unrealized +57.0%
CWT CALIFORNIA WTR SVC GROUP COM 0.3%
Value ($000) $981 Shares 13,645 Est. Cost $16.53 Unrealized +253.8%
VZ VERIZON COMMUNICATIONS INC COM 0.3%
Value ($000) $976 Shares 18,782 Est. Cost $29.31 Unrealized +37.8%
SCHW SCHWAB CHARLES CORP COM 0.3%
Value ($000) $970 Shares 11,530 Est. Cost $15.92 Unrealized +380.6%
HIW HIGHWOODS PPTYS INC COM 0.3%
Value ($000) $947 Shares 21,235 Est. Cost $43.21 Unrealized
BIIB BIOGEN INC COM 0.3%
Value ($000) $919 Shares 3,830 Est. Cost $286.34 Unrealized -10.2%
PFE PFIZER INC COM 0.3%
Value ($000) $917 Shares 15,535 Est. Cost $20.15 Unrealized +99.6%
MMM 3M CO COM 0.3%
Value ($000) $911 Shares 5,131 Est. Cost $105.16 Unrealized +21.0%
MRK MERCK & CO INC COM 0.3%
Value ($000) $880 Shares 11,477 Est. Cost $43.42 Unrealized +61.0%
TSCO TRACTOR SUPPLY CO COM 0.3%
Value ($000) $877 Shares 3,674 Est. Cost $10.91 Unrealized +273.0%
SPY SPDR S&P 500 ETF 0.3%
Value ($000) $855 Shares 1,800 Est. Cost $212.27 Unrealized
PLD PROLOGIS INC. COM 0.3%
Value ($000) $852 Shares 5,060 Est. Cost $73.01 Unrealized +80.7%
WTRG ESSENTIAL UTILS INC COM 0.3%
Value ($000) $844 Shares 15,726 Est. Cost $47.18 Unrealized +2.9%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.3%
Value ($000) $784 Shares 2,621 Est. Cost $155.74 Unrealized +83.9%
TXN TEXAS INSTRS INC COM 0.3%
Value ($000) $783 Shares 4,156 Est. Cost $48.62 Unrealized +249.9%
GOOG ALPHABET INC CAP STK CL C 0.2%
Value ($000) $749 Shares 259 Est. Cost $87.73 Unrealized +63.5%
NEE NEXTERA ENERGY INC COM 0.2%
Value ($000) $745 Shares 7,980 Est. Cost $64.50 Unrealized +19.9%
AYI ACUITY BRANDS INC COM 0.2%
Value ($000) $728 Shares 3,440 Est. Cost $105.69 Unrealized +93.4%
A AGILENT TECHNOLOGIES INC COM 0.2%
Value ($000) $707 Shares 4,427 Est. Cost $68.24 Unrealized +121.9%
ALC ALCON AG ORD SHS 0.2%
Value ($000) $692 Shares 7,940 Est. Cost $57.12 Unrealized +42.3%
ABT ABBOTT LABS COM 0.2%
Value ($000) $676 Shares 4,806 Est. Cost $78.38 Unrealized +51.4%
DIS DISNEY WALT CO COM 0.2%
Value ($000) $671 Shares 4,334 Est. Cost $65.51 Unrealized +140.9%
TLT ISHARES 20 YEAR TREASURY BOND ETF 0.2%
Value ($000) $622 Shares 4,200 Est. Cost $140.38 Unrealized
INTC INTEL CORP COM 0.2%
Value ($000) $614 Shares 11,930 Est. Cost $40.50 Unrealized +16.8%
ISRG INTUITIVE SURGICAL INC COM NEW 0.2%
Value ($000) $605 Shares 1,683 Est. Cost $288.23 Unrealized +19.4%
UNH UNITEDHEALTH GROUP INC COM 0.2%
Value ($000) $584 Shares 1,163 Est. Cost $381.80 Unrealized +10.6%
TGT TARGET CORP COM 0.2%
Value ($000) $572 Shares 2,472 Est. Cost $82.19 Unrealized +160.6%
PAYX PAYCHEX INC COM 0.2%
Value ($000) $530 Shares 3,883 Est. Cost $66.68 Unrealized +64.8%
AXP AMERICAN EXPRESS CO COM 0.2%
Value ($000) $529 Shares 3,232 Est. Cost $91.92 Unrealized +76.0%
VTEB VANGUARD TAX-EXEMPT BOND ETF 0.2%
Value ($000) $527 Shares 9,598 Est. Cost $55.22 Unrealized
NVDA NVIDIA CORPORATION COM 0.2%
Value ($000) $524 Shares 1,780 Est. Cost $16.57 Unrealized +65.7%
ABBV ABBVIE INC COM 0.2%
Value ($000) $516 Shares 3,813 Est. Cost $63.58 Unrealized +60.0%
HUBB HUBBELL INC COM 0.2%
Value ($000) $496 Shares 2,380 Est. Cost $76.44 Unrealized +144.9%
SYY SYSCO CORP COM 0.2%
Value ($000) $483 Shares 6,150 Est. Cost $27.22 Unrealized +152.7%
KEYS KEYSIGHT TECHNOLOGIES INC COM 0.1%
Value ($000) $465 Shares 2,251 Est. Cost $89.02 Unrealized +110.1%
KIRKLAND LAKE GOLD LTD COM 0.1%
Value ($000) $459 Shares 10,950 Est. Cost $40.09 Unrealized
LOW LOWES COS INC COM 0.1%
Value ($000) $437 Shares 1,692 Est. Cost $93.93 Unrealized +134.0%
CPT CAMDEN PPTY TR SH BEN INT 0.1%
Value ($000) $422 Shares 2,360 Est. Cost $76.42 Unrealized +86.3%
AGI ALAMOS GOLD INC NEW COM CL A 0.1%
Value ($000) $415 Shares 54,000 Est. Cost $6.27 Unrealized +19.4%
UNP UNION PAC CORP COM 0.1%
Value ($000) $415 Shares 1,648 Est. Cost $148.96 Unrealized +44.3%
COST COSTCO WHSL CORP NEW COM 0.1%
Value ($000) $413 Shares 728 Est. Cost $244.75 Unrealized +99.4%
AFL AFLAC INC COM 0.1%
Value ($000) $403 Shares 6,905 Est. Cost $43.70 Unrealized +16.6%
VCSH VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND 0.1%
Value ($000) $400 Shares 4,923 Est. Cost $82.77 Unrealized
AMZN AMAZON COM INC COM 0.1%
Value ($000) $397 Shares 119 Est. Cost $100.49 Unrealized +70.3%
JPM JPMORGAN CHASE & CO COM 0.1%
Value ($000) $396 Shares 2,502 Est. Cost $95.70 Unrealized +54.5%
WALGREENS BOOTS ALLIANCE INC COM 0.1%
Value ($000) $394 Shares 7,550 Est. Cost $66.35 Unrealized
ORLY OREILLY AUTOMOTIVE INC COM 0.1%
Value ($000) $388 Shares 550 Est. Cost $24.97 Unrealized +73.3%
CMCSA COMCAST CORP NEW CL A 0.1%
Value ($000) $388 Shares 7,704 Est. Cost $37.87 Unrealized +21.8%
GPC GENUINE PARTS CO COM 0.1%
Value ($000) $386 Shares 2,755 Est. Cost $63.38 Unrealized +86.2%
KO COCA COLA CO COM 0.1%
Value ($000) $385 Shares 6,501 Est. Cost $35.67 Unrealized +37.9%
NEOG NEOGEN CORP COM 0.1%
Value ($000) $366 Shares 8,066 Est. Cost $32.15 Unrealized +33.1%
MTD METTLER TOLEDO INTERNATIONAL COM 0.1%
Value ($000) $365 Shares 215 Est. Cost $752.79 Unrealized +100.8%
CVS CVS HEALTH CORP COM 0.1%
Value ($000) $362 Shares 3,506 Est. Cost $61.67 Unrealized +30.5%
NKE NIKE INC CL B 0.1%
Value ($000) $353 Shares 2,120 Est. Cost $53.06 Unrealized +191.3%
APD AIR PRODS & CHEMS INC COM 0.1%
Value ($000) $346 Shares 1,137 Est. Cost $255.09 Unrealized +3.4%
AZN ASTRAZENECA PLC SPONSORED ADR 0.1%
Value ($000) $344 Shares 5,900 Est. Cost $44.20 Unrealized
BMY BRISTOL-MYERS SQUIBB CO COM 0.1%
Value ($000) $342 Shares 5,478 Est. Cost $42.60 Unrealized +15.6%
DHR DANAHER CORPORATION COM 0.1%
Value ($000) $334 Shares 1,016 Est. Cost $130.94 Unrealized +106.3%
QQQ INVESCO QQQ TRUST 0.1%
Value ($000) $326 Shares 820 Est. Cost $199.99 Unrealized
T AT&T INC COM 0.1%
Value ($000) $323 Shares 13,114 Est. Cost $13.67 Unrealized +7.3%
VUG VANGUARD GROWTH INDEX FUND 0.1%
Value ($000) $322 Shares 1,003 Est. Cost $253.53 Unrealized
VTV VANGUARD VALUE INDEX FUND 0.1%
Value ($000) $317 Shares 2,155 Est. Cost $118.79 Unrealized
WTS WATTS WATER TECHNOLOGIES INC CL A 0.1%
Value ($000) $310 Shares 1,596 Est. Cost $132.14 Unrealized +43.8%
CHD CHURCH & DWIGHT CO INC COM 0.1%
Value ($000) $308 Shares 3,005 Est. Cost $54.44 Unrealized +58.7%
MCD MCDONALDS CORP COM 0.1%
Value ($000) $305 Shares 1,139 Est. Cost $212.16 Unrealized +8.2%
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.1%
Value ($000) $303 Shares 1,741 Est. Cost $148.24 Unrealized
UPS UNITED PARCEL SERVICE INC CL B 0.1%
Value ($000) $290 Shares 1,353 Est. Cost $78.61 Unrealized +114.5%
WAT WATERS CORP COM 0.1%
Value ($000) $285 Shares 765 Est. Cost $97.66 Unrealized +258.2%
XOM EXXON MOBIL CORP COM 0.1%
Value ($000) $284 Shares 4,640 Est. Cost $54.82 Unrealized -1.7%
PYPL PAYPAL HLDGS INC COM 0.1%
Value ($000) $274 Shares 1,452 Est. Cost $155.87 Unrealized +38.5%
WESTERN ASST INFLTN LKD INM FD COM SH BEN INT 0.1%
Value ($000) $272 Shares 20,500 Est. Cost $14.00 Unrealized
GE GENERAL ELECTRIC CO COM NEW 0.1%
Value ($000) $271 Shares 2,866 Est. Cost $62.95 Unrealized -2.2%
LABORATORY CORP AMER HLDGS COM NEW 0.1%
Value ($000) $270 Shares 859 Est. Cost $167.64 Unrealized
ANSYS INC COM 0.1%
Value ($000) $266 Shares 662 Est. Cost $206.11 Unrealized
VO VANGUARD MID-CAP INDEX FUND 0.1%
Value ($000) $257 Shares 1,008 Est. Cost $237.60 Unrealized
MUB ISHARES NATIONAL MUNI BOND ETF 0.1%
Value ($000) $252 Shares 2,167 Est. Cost $116.81 Unrealized
CI CIGNA CORP NEW COM 0.1%
Value ($000) $244 Shares 1,063 Est. Cost $199.27 Unrealized -1.0%
CITRIX SYS INC COM 0.1%
Value ($000) $236 Shares 2,495 Est. Cost $62.84 Unrealized
MA MASTERCARD INCORPORATED CL A 0.1%
Value ($000) $235 Shares 653 Est. Cost $359.17 Unrealized -6.0%
KMX CARMAX INC COM 0.1%
Value ($000) $230 Shares 1,765 Est. Cost $78.21 Unrealized +79.1%
V VISA INC COM CL A 0.1%
Value ($000) $229 Shares 1,059 Est. Cost $220.99 Unrealized -5.8%
BLACKROCK CR ALLOCATION INCOME COM 0.1%
Value ($000) $226 Shares 15,000 Est. Cost $15.60 Unrealized
RNR RENAISSANCERE HLDGS LTD COM 0.1%
Value ($000) $224 Shares 1,320 Est. Cost $187.77 Unrealized -16.6%
WMT WALMART INC COM 0.1%
Value ($000) $224 Shares 1,550 Est. Cost $44.37 Unrealized +1.8%
AEA-BRIDGES IMPACT CORP SHS CL A 0.1%
Value ($000) $216 Shares 21,650 Est. Cost $9.83 Unrealized
HSY HERSHEY CO COM 0.1%
Value ($000) $213 Shares 1,100 Est. Cost $90.02 Unrealized +81.7%
IUSV ISHARES CORE S&P U.S. VALUE ETF 0.1%
Value ($000) $213 Shares 2,794 Est. Cost $71.94 Unrealized
SPSB SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF 0.1%
Value ($000) $212 Shares 6,838 Est. Cost $31.29 Unrealized
LKFN LAKELAND FINL CORP COM 0.1%
Value ($000) $208 Shares 2,595 Est. Cost $36.85 Unrealized +78.4%
FDX FEDEX CORP COM 0.1%
Value ($000) $206 Shares 795 Est. Cost $152.68 Unrealized +44.0%
WY WEYERHAEUSER CO MTN BE COM NEW 0.1%
Value ($000) $202 Shares 4,896 Est. Cost $30.53 Unrealized +4.8%
KMB KIMBERLY-CLARK CORP COM 0.1%
Value ($000) $198 Shares 1,387 Est. Cost $112.39 Unrealized +2.6%
MCHP MICROCHIP TECHNOLOGY INC. COM 0.1%
Value ($000) $192 Shares 2,200 Est. Cost $71.51 Unrealized +3.3%
WAB WABTEC COM 0.1%
Value ($000) $190 Shares 2,065 Est. Cost $79.19 Unrealized +13.1%
GLD SPDR GOLD SHARES 0.1%
Value ($000) $190 Shares 1,110 Est. Cost $165.49 Unrealized
TPICQ TPI COMPOSITES INC COM 0.1%
Value ($000) $189 Shares 12,634 Est. Cost $29.95 Unrealized -18.1%
ORCL ORACLE CORP COM 0.1%
Value ($000) $186 Shares 2,132 Est. Cost $77.81 Unrealized +14.2%
TRV TRAVELERS COMPANIES INC COM 0.1%
Value ($000) $185 Shares 1,185 Est. Cost $141.30 Unrealized +1.8%
BHB BAR HBR BANKSHARES COM 0.1%
Value ($000) $185 Shares 6,400 Est. Cost $15.42 Unrealized +60.9%
EMR EMERSON ELEC CO COM 0.1%
Value ($000) $178 Shares 1,915 Est. Cost $88.01 Unrealized -1.7%
SHW SHERWIN WILLIAMS CO COM 0.1%
Value ($000) $175 Shares 498 Est. Cost $263.49 Unrealized +18.1%
AEM AGNICO EAGLE MINES LTD COM 0.1%
Value ($000) $170 Shares 3,200 Est. Cost $50.55 Unrealized -5.4%
NSC NORFOLK SOUTHN CORP COM 0.1%
Value ($000) $169 Shares 566 Est. Cost $250.29 Unrealized +2.0%
BARRICK GOLD CORP COM 0.1%
Value ($000) $167 Shares 8,800 Est. Cost $15.88 Unrealized
FITB FIFTH THIRD BANCORP COM 0.1%
Value ($000) $165 Shares 3,789 Est. Cost $33.37 Unrealized +11.2%
IUSG ISHARES CORE S&P U.S. GROWTH ETF 0.1%
Value ($000) $164 Shares 1,416 Est. Cost $100.73 Unrealized
WEC WEC ENERGY GROUP INC COM 0.1%
Value ($000) $162 Shares 1,670 Est. Cost $80.62 Unrealized -1.5%
IWM ISHARES RUSSELL 2000 ETF 0.1%
Value ($000) $161 Shares 725 Est. Cost $228.97 Unrealized
EMN EASTMAN CHEM CO COM 0.1%
Value ($000) $161 Shares 1,335 Est. Cost $101.52 Unrealized -6.3%
IRM IRON MTN INC NEW COM 0.1%
Value ($000) $157 Shares 3,000 Est. Cost $34.67 Unrealized +15.7%
WOLFSPEED INC COM 0.0%
Value ($000) $156 Shares 1,400 Est. Cost $80.71 Unrealized
TNC TENNANT CO COM 0.0%
Value ($000) $155 Shares 1,916 Est. Cost $76.69 Unrealized -1.2%
VANECK MUNI ALLOCATION ETF 0.0%
Value ($000) $154 Shares 6,215 Est. Cost $25.03 Unrealized
DOV DOVER CORP COM 0.0%
Value ($000) $153 Shares 841 Est. Cost $150.56 Unrealized +6.9%
RTX RAYTHEON TECHNOLOGIES CORP COM 0.0%
Value ($000) $149 Shares 1,734 Est. Cost $76.41 Unrealized +3.8%
IDEV ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF 0.0%
Value ($000) $148 Shares 2,185 Est. Cost $61.69 Unrealized
ARE ALEXANDRIA REAL ESTATE EQ INC COM 0.0%
Value ($000) $147 Shares 660 Est. Cost $146.61 Unrealized +17.0%
MDT MEDTRONIC PLC SHS 0.0%
Value ($000) $147 Shares 1,424 Est. Cost $83.44 Unrealized +22.3%
WOR WORTHINGTON INDS INC COM 0.0%
Value ($000) $145 Shares 2,650 Est. Cost $40.47 Unrealized -18.7%
SIL GLOBAL X SILVER MINERS ETF 0.0%
Value ($000) $145 Shares 3,945 Est. Cost $42.59 Unrealized
IDA IDACORP INC COM 0.0%
Value ($000) $144 Shares 1,270 Est. Cost $100.24 Unrealized +6.2%
GDX VANECK GOLD MINERS ETF 0.0%
Value ($000) $143 Shares 4,470 Est. Cost $33.07 Unrealized
PPG PPG INDS INC COM 0.0%
Value ($000) $140 Shares 812 Est. Cost $156.34 Unrealized -5.7%
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $137 Shares 2,848 Est. Cost $39.98 Unrealized +11.1%
MAR MARRIOTT INTL INC NEW CL A 0.0%
Value ($000) $131 Shares 791 Est. Cost $136.81 Unrealized +10.9%
GDXJ VANECK JUNIOR GOLD MINERS ETF 0.0%
Value ($000) $130 Shares 3,095 Est. Cost $44.86 Unrealized
TFC TRUIST FINL CORP COM 0.0%
Value ($000) $129 Shares 2,207 Est. Cost $47.21 Unrealized +5.3%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.0%
Value ($000) $129 Shares 2,610 Est. Cost $51.47 Unrealized
FRCB FIRST REP BK SAN FRANCISCO CAL COM 0.0%
Value ($000) $127 Shares 616 Est. Cost $181.61 Unrealized +15.1%
BK BANK NEW YORK MELLON CORP COM 0.0%
Value ($000) $124 Shares 2,133 Est. Cost $44.59 Unrealized +14.4%
CARR CARRIER GLOBAL CORPORATION COM 0.0%
Value ($000) $123 Shares 2,259 Est. Cost $42.99 Unrealized +18.5%
IFF INTERNATIONAL FLAVORS&FRAGRANC COM 0.0%
Value ($000) $122 Shares 810 Est. Cost $126.29 Unrealized +2.6%
HPQ HP INC COM 0.0%
Value ($000) $121 Shares 3,200 Est. Cost $27.18 Unrealized +3.7%
WM WASTE MGMT INC DEL COM 0.0%
Value ($000) $121 Shares 726 Est. Cost $132.68 Unrealized +13.6%
PAAS PAN AMERN SILVER CORP COM 0.0%
Value ($000) $120 Shares 4,800 Est. Cost $22.20 Unrealized +13.5%
SPGI S&P GLOBAL INC COM 0.0%
Value ($000) $118 Shares 250 Est. Cost $369.84 Unrealized +19.5%
TROW PRICE T ROWE GROUP INC COM 0.0%
Value ($000) $117 Shares 593 Est. Cost $162.15 Unrealized +4.0%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $116 Shares 1,933 Est. Cost $66.74 Unrealized
CERNER CORP COM 0.0%
Value ($000) $116 Shares 1,250 Est. Cost $78.40 Unrealized
MCK MCKESSON CORP COM 0.0%
Value ($000) $111 Shares 445 Est. Cost $188.10 Unrealized +14.2%
WPP WPP PLC NEW ADR 0.0%
Value ($000) $110 Shares 1,454 Est. Cost $66.71 Unrealized
AVY AVERY DENNISON CORP COM 0.0%
Value ($000) $109 Shares 504 Est. Cost $194.12 Unrealized +2.5%
IJH ISHARES S&P MIDCAP FUND 0.0%
Value ($000) $108 Shares 380 Est. Cost $268.42 Unrealized
NUVEEN AMT FREE QLTY MUN INCME COM 0.0%
Value ($000) $107 Shares 6,863 Est. Cost $15.64 Unrealized
HON HONEYWELL INTL INC COM 0.0%
Value ($000) $106 Shares 508 Est. Cost $192.16 Unrealized -3.7%
HYMB SPDR NUVEEN BLOOMBERG HIGH YIELD MUNICIPAL BOND ETF 0.0%
Value ($000) $105 Shares 1,745 Est. Cost $60.67 Unrealized
CRM SALESFORCE COM INC COM 0.0%
Value ($000) $105 Shares 415 Est. Cost $228.91 Unrealized +21.3%
CVX CHEVRON CORP NEW COM 0.0%
Value ($000) $105 Shares 893 Est. Cost $87.09 Unrealized +10.3%
MAS MASCO CORP COM 0.0%
Value ($000) $105 Shares 1,500 Est. Cost $56.54 Unrealized +5.8%
AMAT APPLIED MATLS INC COM 0.0%
Value ($000) $103 Shares 652 Est. Cost $129.71 Unrealized +7.6%
NUVEEN SELECT TAX-FREE INCOME SH BEN INT 0.0%
Value ($000) $103 Shares 6,424 Est. Cost $18.34 Unrealized
SILVERCREST METALS INC COM 0.0%
Value ($000) $102 Shares 12,900 Est. Cost $7.91 Unrealized
NGD NEW GOLD INC CDA COM 0.0%
Value ($000) $102 Shares 68,000 Est. Cost $1.38 Unrealized +4.8%
NUVEEN AMT-FREE MUN VALUE FD COM 0.0%
Value ($000) $102 Shares 6,171 Est. Cost $17.25 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 0.0%
Value ($000) $101 Shares 1,351 Est. Cost $74.76 Unrealized
BAX BAXTER INTL INC COM 0.0%
Value ($000) $97 Shares 1,125 Est. Cost $75.68 Unrealized -3.3%
EBAY EBAY INC. COM 0.0%
Value ($000) $95 Shares 1,435 Est. Cost $58.95 Unrealized +12.0%
AMERICAN CAMPUS CMNTYS INC COM 0.0%
Value ($000) $95 Shares 1,650 Est. Cost $46.67 Unrealized
YUM YUM BRANDS INC COM 0.0%
Value ($000) $94 Shares 680 Est. Cost $108.09 Unrealized +9.4%
IJR ISHARES S&P SMALL-CAP FUND 0.0%
Value ($000) $92 Shares 800 Est. Cost $113.33 Unrealized
DE DEERE & CO COM 0.0%
Value ($000) $89 Shares 261 Est. Cost $330.84 Unrealized -0.7%
AMP AMERIPRISE FINL INC COM 0.0%
Value ($000) $88 Shares 291 Est. Cost $248.02 Unrealized +12.2%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.0%
Value ($000) $88 Shares 213 Est. Cost $298.67 Unrealized +14.9%
SBUX STARBUCKS CORP COM 0.0%
Value ($000) $86 Shares 739 Est. Cost $101.74 Unrealized +0.5%
XLU UTILITIES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $86 Shares 1,200 Est. Cost $63.33 Unrealized
SLV ISHARES SILVER TRUST 0.0%
Value ($000) $82 Shares 3,805 Est. Cost $24.26 Unrealized
VHT VANGUARD HEALTH CARE INDEX FUND 0.0%
Value ($000) $80 Shares 300 Est. Cost $246.67 Unrealized
FDS FACTSET RESH SYS INC COM 0.0%
Value ($000) $78 Shares 160 Est. Cost $337.31 Unrealized +27.8%
AG FIRST MAJESTIC SILVER CORP COM 0.0%
Value ($000) $78 Shares 7,000 Est. Cost $11.92 Unrealized 0.0%
PNC PNC FINL SVCS GROUP INC COM 0.0%
Value ($000) $77 Shares 383 Est. Cost $158.69 Unrealized +9.8%
NUVEEN FLOATING RATE INCOME FD COM 0.0%
Value ($000) $76 Shares 7,500 Est. Cost $10.00 Unrealized
STZ CONSTELLATION BRANDS INC CL A 0.0%
Value ($000) $75 Shares 300 Est. Cost $217.42 Unrealized -2.3%
ROP ROPER TECHNOLOGIES INC COM 0.0%
Value ($000) $75 Shares 153 Est. Cost $429.90 Unrealized +7.9%
WESTERN AST INFL LKD OPP & INM COM 0.0%
Value ($000) $75 Shares 5,500 Est. Cost $13.09 Unrealized
QCOM QUALCOMM INC COM 0.0%
Value ($000) $74 Shares 406 Est. Cost $125.50 Unrealized +16.4%
AVGO BROADCOM INC COM 0.0%
Value ($000) $74 Shares 111 Est. Cost $46.17 Unrealized +12.2%
CSX CSX CORP COM 0.0%
Value ($000) $74 Shares 1,974 Est. Cost $30.82 Unrealized +8.0%
FTV FORTIVE CORP COM 0.0%
Value ($000) $73 Shares 963 Est. Cost $52.84 Unrealized +5.1%
ETN EATON CORP PLC SHS 0.0%
Value ($000) $70 Shares 404 Est. Cost $146.57 Unrealized +6.1%
DLTR DOLLAR TREE INC COM 0.0%
Value ($000) $70 Shares 500 Est. Cost $108.70 Unrealized +11.7%
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $70 Shares 975 Est. Cost $47.49 Unrealized +31.9%
VRTX VERTEX PHARMACEUTICALS INC COM 0.0%
Value ($000) $66 Shares 300 Est. Cost $209.17 Unrealized -7.0%
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $66 Shares 815 Est. Cost $30.50 Unrealized -4.2%
VOT VANGUARD MID-CAP GROWTH INDEX FUND 0.0%
Value ($000) $65 Shares 254 Est. Cost $236.22 Unrealized
UTHR UNITED THERAPEUTICS CORP DEL COM 0.0%
Value ($000) $65 Shares 300 Est. Cost $193.71 Unrealized +1.3%
SPYX SPDR S&P 500 FOSSIL FUEL RESERVES FREE ETF 0.0%
Value ($000) $65 Shares 556 Est. Cost $106.12 Unrealized
TIP ISHARES TIPS BOND ETF 0.0%
Value ($000) $65 Shares 500 Est. Cost $128.00 Unrealized
ZBH ZIMMER BIOMET HOLDINGS INC COM 0.0%
Value ($000) $64 Shares 507 Est. Cost $153.43 Unrealized -17.7%
ADBE ADOBE SYSTEMS INCORPORATED COM 0.0%
Value ($000) $62 Shares 110 Est. Cost $515.47 Unrealized +21.3%
CHANGE HEALTHCARE INC COM 0.0%
Value ($000) $61 Shares 2,875 Est. Cost $22.96 Unrealized
BX BLACKSTONE INC COM 0.0%
Value ($000) $61 Shares 471 Est. Cost $76.25 Unrealized +52.3%
CNI CANADIAN NATL RY CO COM 0.0%
Value ($000) $61 Shares 500 Est. Cost $101.55 Unrealized +15.0%
HPE HEWLETT PACKARD ENTERPRISE CO COM 0.0%
Value ($000) $60 Shares 3,795 Est. Cost $13.58 Unrealized -1.7%
BLV VANGUARD LONG-TERM BOND INDEX FUND 0.0%
Value ($000) $60 Shares 582 Est. Cost $103.09 Unrealized
AGZ ISHARES AGENCY BOND ETF 0.0%
Value ($000) $56 Shares 480 Est. Cost $118.10 Unrealized
BLACKROCK INC COM 0.0%
Value ($000) $54 Shares 59 Est. Cost $860.67 Unrealized
ATLANTICA SUSTAINABLE INFR PLC SHS 0.0%
Value ($000) $54 Shares 1,500 Est. Cost $37.33 Unrealized
AAXJ ISHARES MSCI ALL COUNTRY ASIA EX JAPAN INDEX FUND 0.0%
Value ($000) $52 Shares 623 Est. Cost $94.70 Unrealized
INARI MED INC COM 0.0%
Value ($000) $52 Shares 568 Est. Cost $93.31 Unrealized
MDY SPDR S&P MIDCAP 400 ETF 0.0%
Value ($000) $52 Shares 100 Est. Cost $490.00 Unrealized
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $50 Shares 685 Est. Cost $62.05 Unrealized -5.2%
NUVEEN PFD & INCOME OPPORTUNIT COM 0.0%
Value ($000) $49 Shares 5,000 Est. Cost $10.00 Unrealized
TSLA TESLA INC COM 0.0%
Value ($000) $48 Shares 45 Est. Cost $217.09 Unrealized +54.5%
PFG PRINCIPAL FINANCIAL GROUP INC COM 0.0%
Value ($000) $48 Shares 659 Est. Cost $54.06 Unrealized +11.2%
AROW ARROW FINL CORP COM 0.0%
Value ($000) $48 Shares 1,375 Est. Cost $28.72 Unrealized +1.2%
PRETIUM RES INC COM 0.0%
Value ($000) $46 Shares 3,300 Est. Cost $11.23 Unrealized
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.0%
Value ($000) $46 Shares 566 Est. Cost $75.97 Unrealized
DOW DOW INC COM 0.0%
Value ($000) $46 Shares 815 Est. Cost $50.93 Unrealized -11.6%
DOCU DOCUSIGN INC COM 0.0%
Value ($000) $46 Shares 300 Est. Cost $223.60 Unrealized +2.0%
FAST FASTENAL CO COM 0.0%
Value ($000) $45 Shares 696 Est. Cost $23.29 Unrealized +14.5%
PANW PALO ALTO NETWORKS INC COM 0.0%
Value ($000) $44 Shares 79 Est. Cost $59.25 Unrealized +46.0%
GWW GRAINGER W W INC COM 0.0%
Value ($000) $44 Shares 85 Est. Cost $419.26 Unrealized +7.9%
CAT CATERPILLAR INC COM 0.0%
Value ($000) $44 Shares 212 Est. Cost $211.85 Unrealized -11.9%
L LOEWS CORP COM 0.0%
Value ($000) $44 Shares 763 Est. Cost $55.04 Unrealized +1.6%
PM PHILIP MORRIS INTL INC COM 0.0%
Value ($000) $43 Shares 451 Est. Cost $76.42 Unrealized -0.1%
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $42 Shares 401 Est. Cost $102.24 Unrealized
BALL BALL CORP COM 0.0%
Value ($000) $42 Shares 440 Est. Cost $81.56 Unrealized +7.2%
SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF 0.0%
Value ($000) $41 Shares 252 Est. Cost $146.83 Unrealized
ASML ASML HOLDING N V N Y REGISTRY SHS 0.0%
Value ($000) $41 Shares 52 Est. Cost $692.31 Unrealized
SMB VANECK SHORT MUNI ETF 0.0%
Value ($000) $40 Shares 2,216 Est. Cost $18.05 Unrealized
MIDD MIDDLEBY CORP COM 0.0%
Value ($000) $39 Shares 200 Est. Cost $170.44 Unrealized +7.0%
PSX PHILLIPS 66 COM 0.0%
Value ($000) $39 Shares 535 Est. Cost $69.34 Unrealized -6.7%
NUVEEN VIRGINIA QLTY MUNCPL FD COM 0.0%
Value ($000) $37 Shares 2,150 Est. Cost $17.21 Unrealized
TD TORONTO DOMINION BK ONT COM NEW 0.0%
Value ($000) $36 Shares 467 Est. Cost $67.00 Unrealized +8.8%
CTAS CINTAS CORP COM 0.0%
Value ($000) $35 Shares 80 Est. Cost $84.94 Unrealized +22.1%
VGT VANGUARD INFORMATION TECHNOLOGY INDEX FUND 0.0%
Value ($000) $34 Shares 75 Est. Cost $400.00 Unrealized
IIPR INNOVATIVE INDL PPTYS INC COM 0.0%
Value ($000) $33 Shares 127 Est. Cost $190.48 Unrealized
MET METLIFE INC COM 0.0%
Value ($000) $33 Shares 522 Est. Cost $53.84 Unrealized +2.8%
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.0%
Value ($000) $32 Shares 225 Est. Cost $124.44 Unrealized
PH PARKER-HANNIFIN CORP COM 0.0%
Value ($000) $32 Shares 100 Est. Cost $291.08 Unrealized +0.6%
OGN ORGANON & CO COMMON STOCK 0.0%
Value ($000) $31 Shares 1,008 Est. Cost $26.93 Unrealized +0.1%
XYL XYLEM INC COM 0.0%
Value ($000) $31 Shares 256 Est. Cost $108.16 Unrealized +9.2%
AWR AMER STATES WTR CO COM 0.0%
Value ($000) $31 Shares 300 Est. Cost $72.33 Unrealized +19.4%
INGR INGREDION INC COM 0.0%
Value ($000) $31 Shares 320 Est. Cost $93.37 Unrealized +3.0%
YUMC YUM CHINA HLDGS INC COM 0.0%
Value ($000) $30 Shares 600 Est. Cost $63.78 Unrealized -14.9%
HMN HORACE MANN EDUCATORS CORP NEW COM 0.0%
Value ($000) $29 Shares 760 Est. Cost $39.84 Unrealized -1.5%
BIL SPDR BLOOMBERG 1-3 MONTH T-BILL ETF 0.0%
Value ($000) $29 Shares 320 Est. Cost $90.63 Unrealized
HOLX HOLOGIC INC COM 0.0%
Value ($000) $29 Shares 375 Est. Cost $66.85 Unrealized +10.0%
XLC COMMUNICATION SERVICES SELECT SECTOR SPDRA FUND 0.0%
Value ($000) $27 Shares 348 Est. Cost $80.46 Unrealized
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $27 Shares 400 Est. Cost $54.98 Unrealized +0.6%
PHG KONINKLIJKE PHILIPS N V NY REGIS SHS NEW 0.0%
Value ($000) $27 Shares 720 Est. Cost $50.00 Unrealized
OTIS OTIS WORLDWIDE CORP COM 0.0%
Value ($000) $27 Shares 312 Est. Cost $71.71 Unrealized +9.4%
LULU LULULEMON ATHLETICA INC COM 0.0%
Value ($000) $26 Shares 66 Est. Cost $329.33 Unrealized +29.8%
PIONEER NAT RES CO COM 0.0%
Value ($000) $26 Shares 142 Est. Cost $161.97 Unrealized
HL HECLA MNG CO COM 0.0%
Value ($000) $26 Shares 5,000 Est. Cost $2.66 Unrealized +105.9%
OMC OMNICOM GROUP INC COM 0.0%
Value ($000) $25 Shares 341 Est. Cost $64.44 Unrealized -4.7%
MSCI MSCI INC COM 0.0%
Value ($000) $25 Shares 40 Est. Cost $454.06 Unrealized +32.0%
CDE COEUR MNG INC COM NEW 0.0%
Value ($000) $25 Shares 5,000 Est. Cost $5.25 Unrealized +14.5%
ADI ANALOG DEVICES INC COM 0.0%
Value ($000) $25 Shares 140 Est. Cost $147.67 Unrealized +11.5%
CTVA CORTEVA INC COM 0.0%
Value ($000) $24 Shares 510 Est. Cost $43.79 Unrealized -0.6%
GM GENERAL MTRS CO COM 0.0%
Value ($000) $23 Shares 385 Est. Cost $56.71 Unrealized -0.6%
PSCT INVESCO S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO 0.0%
Value ($000) $23 Shares 150 Est. Cost $146.67 Unrealized
CB CHUBB LIMITED COM 0.0%
Value ($000) $23 Shares 120 Est. Cost $155.25 Unrealized +14.4%
BAC BK OF AMERICA CORP COM 0.0%
Value ($000) $23 Shares 523 Est. Cost $36.75 Unrealized +11.6%
SPG SIMON PPTY GROUP INC NEW COM 0.0%
Value ($000) $23 Shares 146 Est. Cost $99.29 Unrealized +22.1%
TSN TYSON FOODS INC CL A 0.0%
Value ($000) $22 Shares 255 Est. Cost $72.11 Unrealized 0.0%
ZM ZOOM VIDEO COMMUNICATIONS INC CL A 0.0%
Value ($000) $21 Shares 115 Est. Cost $333.04 Unrealized -29.4%
ARKW ARK NEXT GENERATION INTERNET ETF 0.0%
Value ($000) $21 Shares 175 Est. Cost $154.29 Unrealized
GEN NORTONLIFELOCK INC COM 0.0%
Value ($000) $21 Shares 800 Est. Cost $22.60 Unrealized +2.7%
GLW CORNING INC COM 0.0%
Value ($000) $21 Shares 575 Est. Cost $35.71 Unrealized -6.7%
BBY BEST BUY INC COM 0.0%
Value ($000) $20 Shares 200 Est. Cost $94.95 Unrealized -1.2%
IQV IQVIA HLDGS INC COM 0.0%
Value ($000) $20 Shares 72 Est. Cost $230.90 Unrealized +12.4%
AJG GALLAGHER ARTHUR J & CO COM 0.0%
Value ($000) $20 Shares 119 Est. Cost $156.75 Unrealized 0.0%
EVOQUA WATER TECHNOLOGIES CORP COM 0.0%
Value ($000) $20 Shares 425 Est. Cost $32.94 Unrealized
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $20 Shares 98 Est. Cost $176.77 Unrealized
SBAC SBA COMMUNICATIONS CORP NEW CL A 0.0%
Value ($000) $20 Shares 51 Est. Cost $280.45 Unrealized +17.5%
NUVEEN AMT FREE MUN CR INC FD COM 0.0%
Value ($000) $19 Shares 1,072 Est. Cost $17.72 Unrealized
STT STATE STR CORP COM 0.0%
Value ($000) $19 Shares 200 Est. Cost $72.44 Unrealized +13.1%
CCI CROWN CASTLE INTL CORP NEW COM 0.0%
Value ($000) $19 Shares 89 Est. Cost $152.47 Unrealized -1.6%
NYT NEW YORK TIMES CO CL A 0.0%
Value ($000) $18 Shares 374 Est. Cost $42.40 Unrealized +11.3%
CBU COMMUNITY BK SYS INC COM 0.0%
Value ($000) $18 Shares 246 Est. Cost $68.01 Unrealized -6.4%
LMT LOCKHEED MARTIN CORP COM 0.0%
Value ($000) $18 Shares 50 Est. Cost $338.54 Unrealized -8.7%
EBC EASTERN BANKSHARES INC COM 0.0%
Value ($000) $18 Shares 900 Est. Cost $18.50 Unrealized 0.0%
SO SOUTHERN CO COM 0.0%
Value ($000) $17 Shares 250 Est. Cost $53.77 Unrealized +1.8%
ADM ARCHER DANIELS MIDLAND CO COM 0.0%
Value ($000) $17 Shares 245 Est. Cost $57.39 Unrealized 0.0%
CRBN ISHARES MSCI ACWI LOW CARBON TARGET ETF 0.0%
Value ($000) $17 Shares 100 Est. Cost $170.00 Unrealized
MLPX GLOBAL X MLP & ENERGY INFRASTRUCTURE ETF 0.0%
Value ($000) $16 Shares 439 Est. Cost $36.45 Unrealized
NULG NUVEEN ESG LARGE-CAP GROWTH ETF 0.0%
Value ($000) $16 Shares 233 Est. Cost $68.67 Unrealized
IHI ISHARES U.S. MEDICAL DEVICES ETF 0.0%
Value ($000) $16 Shares 240 Est. Cost $110.42 Unrealized
ABNB AIRBNB INC COM CL A 0.0%
Value ($000) $16 Shares 96 Est. Cost $155.81 Unrealized +13.0%
AON AON PLC SHS CL A 0.0%
Value ($000) $15 Shares 51 Est. Cost $236.31 Unrealized +23.1%
FINX GLOBAL X FINTECH THEMATIC ETF 0.0%
Value ($000) $15 Shares 375 Est. Cost $48.00 Unrealized
SOCL GLOBAL X SOCIAL MEDIA INDEX FUND 0.0%
Value ($000) $15 Shares 270 Est. Cost $73.46 Unrealized
ES EVERSOURCE ENERGY COM 0.0%
Value ($000) $14 Shares 155 Est. Cost $72.67 Unrealized 0.0%
MASI MASIMO CORP COM 0.0%
Value ($000) $14 Shares 49 Est. Cost $228.17 Unrealized +24.8%
STX SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS 0.0%
Value ($000) $14 Shares 128 Est. Cost $75.21 Unrealized +12.6%
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $14 Shares 97 Est. Cost $80.82 Unrealized +66.3%
XILINX INC COM 0.0%
Value ($000) $13 Shares 63 Est. Cost $142.86 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.0%
Value ($000) $13 Shares 108 Est. Cost $120.37 Unrealized
RSG REPUBLIC SVCS INC COM 0.0%
Value ($000) $13 Shares 90 Est. Cost $101.09 Unrealized +24.6%
PLUG PLUG POWER INC COM NEW 0.0%
Value ($000) $13 Shares 450 Est. Cost $29.01 Unrealized +19.3%
UNB UNION BANKSHARES INC COM 0.0%
Value ($000) $13 Shares 450 Est. Cost $33.44 Unrealized -5.9%
ILMN ILLUMINA INC COM 0.0%
Value ($000) $13 Shares 35 Est. Cost $402.76 Unrealized -5.9%
SCHZ SCHWAB US AGGREGATE BOND ETF 0.0%
Value ($000) $13 Shares 250 Est. Cost $56.00 Unrealized
VNT VONTIER CORPORATION COM 0.0%
Value ($000) $12 Shares 385 Est. Cost $32.94 Unrealized -1.1%
SMART GLOBAL HLDGS INC SHS 0.0%
Value ($000) $12 Shares 162 Est. Cost $49.38 Unrealized
ORA ORMAT TECHNOLOGIES INC COM 0.0%
Value ($000) $12 Shares 150 Est. Cost $69.12 Unrealized +6.5%
DLR DIGITAL RLTY TR INC COM 0.0%
Value ($000) $12 Shares 70 Est. Cost $138.11 Unrealized 0.0%
OPK OPKO HEALTH INC COM 0.0%
Value ($000) $12 Shares 2,500 Est. Cost $3.92 Unrealized +3.2%
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 +32.6%
QRVO QORVO INC COM 0.0%
Value ($000) $11 Shares 70 Est. Cost $184.45 Unrealized -13.8%
NUMG NUVEEN ESG MID-CAP GROWTH ETF 0.0%
Value ($000) $11 Shares 222 Est. Cost $54.05 Unrealized
VOO VANGUARD S&P 500 ETF 0.0%
Value ($000) $11 Shares 26 Est. Cost $384.62 Unrealized
BYND BEYOND MEAT INC COM 0.0%
Value ($000) $10 Shares 155 Est. Cost $132.95 Unrealized -36.0%
MRSH MARSH & MCLENNAN COS INC COM 0.0%
Value ($000) $10 Shares 60 Est. Cost $125.21 Unrealized +24.8%
NFLX NETFLIX INC COM 0.0%
Value ($000) $10 Shares 17 Est. Cost $51.12 Unrealized +25.0%
ATLASSIAN CORP PLC CL A 0.0%
Value ($000) $10 Shares 25 Est. Cost $240.00 Unrealized
ETHO CLIMATE LEADERSHIP U.S. ETF 0.0%
Value ($000) $10 Shares 154 Est. Cost $58.44 Unrealized
VTRS VIATRIS INC COM 0.0%
Value ($000) $9 Shares 702 Est. Cost $11.85 Unrealized -6.2%
OKE ONEOK INC NEW COM 0.0%
Value ($000) $9 Shares 155 Est. Cost $49.62 Unrealized 0.0%
XMFVX MFS SPL VALUE TR SH BEN INT 0.0%
Value ($000) $9 Shares 1,325 Est. Cost $6.79 Unrealized
BSCQ INVESCO BULLETSHARES 2026 CORPORATE BOND ETF 0.0%
Value ($000) $9 Shares 447 Est. Cost $22.37 Unrealized
CDK GLOBAL INC COM 0.0%
Value ($000) $9 Shares 217 Est. Cost $50.69 Unrealized
INVESCO SR INCOME TR COM 0.0%
Value ($000) $9 Shares 2,180 Est. Cost $4.13 Unrealized
CHTR CHARTER COMMUNICATIONS INC NEW CL A 0.0%
Value ($000) $9 Shares 14 Est. Cost $673.16 Unrealized +1.1%
BEP BROOKFIELD RENEWABLE PARTNERS PARTNERSHIP UNIT 0.0%
Value ($000) $9 Shares 257 Est. Cost $38.91 Unrealized
NXPI NXP SEMICONDUCTORS N V COM 0.0%
Value ($000) $8 Shares 35 Est. Cost $184.29 Unrealized +6.7%
AAP ADVANCE AUTO PARTS INC COM 0.0%
Value ($000) $8 Shares 35 Est. Cost $186.49 Unrealized +10.1%
CC CHEMOURS CO COM 0.0%
Value ($000) $8 Shares 249 Est. Cost $28.09 Unrealized -4.4%
ISHARES IBONDS DEC 2025 TERM CORPORATE ETF 0.0%
Value ($000) $8 Shares 298 Est. Cost $26.85 Unrealized
ICE INTERCONTINENTAL EXCHANGE INC COM 0.0%
Value ($000) $8 Shares 58 Est. Cost $112.02 Unrealized +11.9%
ARISTA NETWORKS INC COM 0.0%
Value ($000) $8 Shares 56 Est. Cost $196.43 Unrealized
COF CAPITAL ONE FINL CORP COM 0.0%
Value ($000) $8 Shares 53 Est. Cost $138.58 Unrealized +3.5%
VTI VANGUARD TOTAL STOCK MARKET INDEX FUND 0.0%
Value ($000) $8 Shares 32 Est. Cost $218.75 Unrealized
IRWD IRONWOOD PHARMACEUTICALS INC COM CL A 0.0%
Value ($000) $8 Shares 702 Est. Cost $11.45 Unrealized +7.2%
O REALTY INCOME CORP COM 0.0%
Value ($000) $8 Shares 105 Est. Cost $53.81 Unrealized +2.9%
FIS FIDELITY NATL INFORMATION SVCS COM 0.0%
Value ($000) $8 Shares 75 Est. Cost $133.35 Unrealized -23.5%
ARKG ARK GENOMIC REVOLUTION ETF 0.0%
Value ($000) $8 Shares 125 Est. Cost $96.00 Unrealized
HAS HASBRO INC COM 0.0%
Value ($000) $8 Shares 74 Est. Cost $79.64 Unrealized +1.3%
MWA MUELLER WTR PRODS INC COM SER A 0.0%
Value ($000) $7 Shares 500 Est. Cost $13.34 Unrealized +5.4%
APTIV PLC SHS 0.0%
Value ($000) $7 Shares 43 Est. Cost $139.53 Unrealized
SNOW SNOWFLAKE INC CL A 0.0%
Value ($000) $7 Shares 20 Est. Cost $232.63 Unrealized +49.8%
INVESCO BULLETSHARES 2024 CORPORATE BOND ETF 0.0%
Value ($000) $7 Shares 324 Est. Cost $21.60 Unrealized
TWLO TWILIO INC CL A 0.0%
Value ($000) $7 Shares 26 Est. Cost $347.16 Unrealized -13.9%
ZBRA ZEBRA TECHNOLOGIES CORPORATION CL A 0.0%
Value ($000) $7 Shares 11 Est. Cost $557.27 Unrealized +1.9%
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $7 Shares 250 Est. Cost $28.00 Unrealized
PGR PROGRESSIVE CORP COM 0.0%
Value ($000) $6 Shares 58 Est. Cost $85.34 Unrealized +0.5%
HANCOCK JOHN PFD INCOME FD II COM 0.0%
Value ($000) $6 Shares 300 Est. Cost $20.00 Unrealized
NDAQ NASDAQ INC COM 0.0%
Value ($000) $6 Shares 30 Est. Cost $64.29 Unrealized 0.0%
DEO DIAGEO PLC SPON ADR NEW 0.0%
Value ($000) $6 Shares 27 Est. Cost $195.40 Unrealized
IVV ISHARES CORE S&P 500 ETF 0.0%
Value ($000) $6 Shares 12 Est. Cost $416.67 Unrealized
CORE LABORATORIES N V COM 0.0%
Value ($000) $6 Shares 262 Est. Cost $38.17 Unrealized
MO ALTRIA GROUP INC COM 0.0%
Value ($000) $5 Shares 101 Est. Cost $33.98 Unrealized -3.5%
BA BOEING CO COM 0.0%
Value ($000) $5 Shares 26 Est. Cost $241.76 Unrealized -12.6%
INVESCO BULLETSHARES 2022 CORPORATE BOND ETF 0.0%
Value ($000) $5 Shares 240 Est. Cost $20.83 Unrealized
WDAY WORKDAY INC CL A 0.0%
Value ($000) $5 Shares 18 Est. Cost $240.49 Unrealized +15.5%
TTCFQ TATTOOED CHEF INC COM CL A 0.0%
Value ($000) $5 Shares 350 Est. Cost $19.61 Unrealized -12.8%
REGN REGENERON PHARMACEUTICALS COM 0.0%
Value ($000) $5 Shares 8 Est. Cost $617.39 Unrealized -1.0%
LTC LTC PPTYS INC COM 0.0%
Value ($000) $5 Shares 150 Est. Cost $38.32 Unrealized
AME AMETEK INC COM 0.0%
Value ($000) $5 Shares 34 Est. Cost $129.89 Unrealized +2.5%
DISCOVER FINL SVCS COM 0.0%
Value ($000) $5 Shares 40 Est. Cost $125.00 Unrealized
URI UNITED RENTALS INC COM 0.0%
Value ($000) $5 Shares 16 Est. Cost $325.11 Unrealized +6.2%
CRTO CRITEO S A SPONS ADS 0.0%
Value ($000) $4 Shares 100 Est. Cost $50.00 Unrealized
ISHARES IBONDS DEC 2023 TERM CORPORATE ETF 0.0%
Value ($000) $4 Shares 170 Est. Cost $23.53 Unrealized
ARMK ARAMARK COM 0.0%
Value ($000) $4 Shares 120 Est. Cost $25.90 Unrealized -4.1%
MCO MOODYS CORP COM 0.0%
Value ($000) $4 Shares 10 Est. Cost $320.24 Unrealized +16.3%
RENEWABLE ENERGY GROUP INC COM NEW 0.0%
Value ($000) $4 Shares 98 Est. Cost $61.22 Unrealized
LUMN LUMEN TECHNOLOGIES INC COM 0.0%
Value ($000) $4 Shares 350 Est. Cost $12.26 Unrealized -4.1%
BF/A BROWN FORMAN CORP CL A 0.0%
Value ($000) $3 Shares 45 Est. Cost $64.80 Unrealized -5.7%
XYZ BLOCK INC CL A 0.0%
Value ($000) $3 Shares 20 Est. Cost $222.79 Unrealized -2.7%
GRWG GROWGENERATION CORP COM 0.0%
Value ($000) $3 Shares 200 Est. Cost $35.34 Unrealized -45.8%
KMI KINDER MORGAN INC DEL COM 0.0%
Value ($000) $3 Shares 219 Est. Cost $13.20 Unrealized 0.0%
WDFC WD 40 CO COM 0.0%
Value ($000) $3 Shares 12 Est. Cost $236.72 Unrealized -8.4%
ENERPLUS CORP COM 0.0%
Value ($000) $3 Shares 325 Est. Cost $9.23 Unrealized
NUSC NUVEEN ESG SMALL-CAP ETF 0.0%
Value ($000) $3 Shares 60 Est. Cost $50.00 Unrealized
COCRYSTAL PHARMA INC COM 0.0%
Value ($000) $3 Shares 5,000 Est. Cost $1.20 Unrealized
CLX CLOROX CO DEL COM 0.0%
Value ($000) $3 Shares 18 Est. Cost $157.42 Unrealized -7.5%
VGSH VANGUARD SHORT-TERM GOVERNMENT BOND ETF 0.0%
Value ($000) $3 Shares 50 Est. Cost $60.00 Unrealized
THE VALENS COMPANY INC COM NEW 0.0%
Value ($000) $2 Shares 666 Est. Cost $3.00 Unrealized
BMI BADGER METER INC COM 0.0%
Value ($000) $2 Shares 23 Est. Cost $91.27 Unrealized +11.9%
BKNG BOOKING HOLDINGS INC COM 0.0%
Value ($000) $2 Shares 1 Est. Cost $2296.54 Unrealized +1.5%
COUPA SOFTWARE INC COM 0.0%
Value ($000) $2 Shares 10 Est. Cost $200.00 Unrealized
BF/B BROWN FORMAN CORP CL B 0.0%
Value ($000) $2 Shares 25 Est. Cost $69.34 Unrealized -5.8%
INSM INSMED INC COM PAR $.01 0.0%
Value ($000) $2 Shares 59 Est. Cost $29.68 Unrealized -3.7%
UBER UBER TECHNOLOGIES INC COM 0.0%
Value ($000) $2 Shares 40 Est. Cost $52.23 Unrealized -17.5%
CBRE GBL REAL ESTATE INC FD COM 0.0%
Value ($000) $2 Shares 173 Est. Cost $11.56 Unrealized
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.0%
Value ($000) $2 Shares 20 Est. Cost $250.00 Unrealized
LUV SOUTHWEST AIRLS CO COM 0.0%
Value ($000) $2 Shares 50 Est. Cost $55.76 Unrealized -21.7%
PBD INVESCO GLOBAL CLEAN ENERGY ETF 0.0%
Value ($000) $1 Shares 50 Est. Cost $40.00 Unrealized
AEA-BRIDGES IMPACT CORP UNIT 0.0%
Value ($000) $1 Shares 100 Est. Cost $10.00 Unrealized
STNE STONECO LTD COM CL A 0.0%
Value ($000) $1 Shares 30 Est. Cost $66.67 Unrealized
BURCON NUTRASCIENCE CORP COM 0.0%
Value ($000) $1 Shares 650 Est. Cost $2.21 Unrealized
WORKHORSE GROUP INC COM NEW 0.0%
Value ($000) $1 Shares 200 Est. Cost $15.00 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