Clean Yield Group Diversified Active

CIK: 0001525865 · Show all filings

Period: Q1 2022 (← Previous) (Next →)

Filing Date: Apr 25, 2022

Total Value ($000): $283,145 (100.0% shares, 0.0% debt)

Holdings (471)

AAPL APPLE INC COM 5.2%
Value ($000) $14,723 Shares 84,317 Est. Cost $90.93 Unrealized +81.3%
GLAXOSMITHKLINE PLC SPONSORED ADR 3.4%
Value ($000) $9,509 Shares 218,288 Est. Cost $36.39 Unrealized
GRNB VANECK GREEN BOND ETF 3.2%
Value ($000) $9,039 Shares 361,853 Est. Cost $27.18 Unrealized
UNILEVER PLC SPON ADR NEW 2.9%
Value ($000) $8,338 Shares 182,967 Est. Cost $56.66 Unrealized
TU TELUS CORPORATION COM 2.8%
Value ($000) $7,942 Shares 303,825 Est. Cost $18.00 Unrealized +37.2%
VOD VODAFONE GROUP PLC NEW SPONSORED ADR 2.7%
Value ($000) $7,747 Shares 466,109 Est. Cost $18.96 Unrealized
SNY SANOFI SPONSORED ADR 2.7%
Value ($000) $7,515 Shares 146,384 Est. Cost $43.02 Unrealized
PHYSICIANS RLTY TR COM 2.5%
Value ($000) $7,120 Shares 405,947 Est. Cost $16.73 Unrealized
SFM SPROUTS FMRS MKT INC COM 2.3%
Value ($000) $6,441 Shares 201,406 Est. Cost $21.87 Unrealized +36.8%
ELME WASHINGTON REAL ESTATE INVT TR SH BEN INT 2.2%
Value ($000) $6,203 Shares 243,268 Est. Cost $23.70 Unrealized
GIS GENERAL MLS INC COM 2.1%
Value ($000) $5,813 Shares 85,842 Est. Cost $34.84 Unrealized +68.7%
HASI HANNON ARMSTRONG SUST INFR CAP COM 1.9%
Value ($000) $5,430 Shares 114,486 Est. Cost $11.20 Unrealized +220.1%
STAG STAG INDL INC COM 1.7%
Value ($000) $4,822 Shares 116,613 Est. Cost $31.93 Unrealized
HIFS HINGHAM INSTN SVGS MASS COM 1.6%
Value ($000) $4,570 Shares 13,317 Est. Cost $138.73 Unrealized +153.5%
JNJ JOHNSON & JOHNSON COM 1.6%
Value ($000) $4,561 Shares 25,735 Est. Cost $73.46 Unrealized +106.6%
KRC KILROY RLTY CORP COM 1.6%
Value ($000) $4,441 Shares 58,119 Est. Cost $66.84 Unrealized
HEALTHCARE TR AMER INC CL A NEW 1.6%
Value ($000) $4,419 Shares 141,009 Est. Cost $29.02 Unrealized
SNN SMITH & NEPHEW PLC SPDN ADR NEW 1.5%
Value ($000) $4,324 Shares 135,554 Est. Cost $35.96 Unrealized
MSFT MICROSOFT CORP COM 1.4%
Value ($000) $4,019 Shares 13,034 Est. Cost $34.34 Unrealized +748.5%
CSCO CISCO SYS INC COM 1.4%
Value ($000) $4,004 Shares 71,799 Est. Cost $27.19 Unrealized +84.9%
DOC HEALTHPEAK PROPERTIES INC COM 1.4%
Value ($000) $3,936 Shares 114,644 Est. Cost $25.12 Unrealized +7.3%
CL COLGATE PALMOLIVE CO COM 1.4%
Value ($000) $3,911 Shares 51,580 Est. Cost $55.63 Unrealized +30.0%
ADP AUTOMATIC DATA PROCESSING INC COM 1.4%
Value ($000) $3,903 Shares 17,155 Est. Cost $52.76 Unrealized +273.2%
XRAY DENTSPLY SIRONA INC COM 1.3%
Value ($000) $3,811 Shares 77,421 Est. Cost $41.15 Unrealized +28.5%
MKC MCCORMICK & CO INC COM NON VTG 1.3%
Value ($000) $3,794 Shares 38,020 Est. Cost $56.24 Unrealized +59.2%
CAC CAMDEN NATL CORP COM 1.3%
Value ($000) $3,690 Shares 78,450 Est. Cost $25.70 Unrealized +60.7%
PG PROCTER AND GAMBLE CO COM 1.3%
Value ($000) $3,634 Shares 23,784 Est. Cost $71.18 Unrealized +99.7%
TAK TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS 1.3%
Value ($000) $3,597 Shares 251,220 Est. Cost $14.32 Unrealized
NOMD NOMAD FOODS LTD USD ORD SHS 1.2%
Value ($000) $3,467 Shares 153,539 Est. Cost $23.17 Unrealized +4.9%
IBM INTERNATIONAL BUSINESS MACHS COM 1.2%
Value ($000) $3,392 Shares 26,091 Est. Cost $108.13 Unrealized +3.7%
SPY SPDR S&P 500 ETF 1.1%
Value ($000) $3,251 Shares 7,200 Est. Cost $212.27 Unrealized
HTO SJW GROUP COM 1.1%
Value ($000) $3,179 Shares 45,693 Est. Cost $67.30 Unrealized 0.0%
CHKP CHECK POINT SOFTWARE TECH LTD ORD 1.1%
Value ($000) $3,120 Shares 22,566 Est. Cost $115.43 Unrealized +13.1%
AMGN AMGEN INC COM 1.1%
Value ($000) $2,981 Shares 12,327 Est. Cost $97.40 Unrealized +108.7%
UMPQUA HLDGS CORP COM 1.0%
Value ($000) $2,792 Shares 148,054 Est. Cost $10.86 Unrealized
NOK NOKIA CORP SPONSORED ADR 0.9%
Value ($000) $2,517 Shares 461,005 Est. Cost $4.15 Unrealized
NVO NOVO-NORDISK A S ADR 0.9%
Value ($000) $2,516 Shares 22,656 Est. Cost $50.87 Unrealized
AMAL AMALGAMATED FINANCIAL CORP COM 0.8%
Value ($000) $2,280 Shares 126,900 Est. Cost $14.13 Unrealized +12.2%
BDX BECTON DICKINSON & CO COM 0.8%
Value ($000) $2,270 Shares 8,533 Est. Cost $79.22 Unrealized +204.2%
DGX QUEST DIAGNOSTICS INC COM 0.8%
Value ($000) $2,231 Shares 16,301 Est. Cost $86.66 Unrealized +49.0%
AMRC AMERESCO INC CL A 0.8%
Value ($000) $2,222 Shares 27,947 Est. Cost $10.60 Unrealized +494.8%
INTU INTUIT COM 0.8%
Value ($000) $2,197 Shares 4,570 Est. Cost $73.54 Unrealized +579.2%
FSLR FIRST SOLAR INC COM 0.8%
Value ($000) $2,188 Shares 26,134 Est. Cost $63.35 Unrealized +20.9%
HAIN HAIN CELESTIAL GROUP INC 0.7%
Value ($000) $2,123 Shares 61,703 Est. Cost $31.03 Unrealized +17.1%
AWK AMERICAN WTR WKS CO INC NEW COM 0.7%
Value ($000) $1,986 Shares 11,998 Est. Cost $38.80 Unrealized +276.5%
TMO THERMO FISHER SCIENTIFIC INC COM 0.7%
Value ($000) $1,967 Shares 3,330 Est. Cost $94.23 Unrealized +503.0%
ITW ILLINOIS TOOL WKS INC COM 0.6%
Value ($000) $1,827 Shares 8,725 Est. Cost $50.28 Unrealized +305.1%
PEP PEPSICO INC COM 0.6%
Value ($000) $1,805 Shares 10,787 Est. Cost $92.19 Unrealized +61.0%
EXPD EXPEDITORS INTL WASH INC COM 0.6%
Value ($000) $1,787 Shares 17,320 Est. Cost $34.81 Unrealized +202.0%
MAA MID-AMER APT CMNTYS INC COM 0.5%
Value ($000) $1,537 Shares 7,338 Est. Cost $71.31 Unrealized +154.6%
GOOGL ALPHABET CLASS A 0.5%
Value ($000) $1,516 Shares 545 Est. Cost $65.19 Unrealized +106.8%
VITL VITAL FARMS INC COM 0.5%
Value ($000) $1,514 Shares 122,477 Est. Cost $17.84 Unrealized -15.8%
VMBS VANGUARD MORTGAGE-BACKED SECURITIES ETF 0.5%
Value ($000) $1,473 Shares 29,400 Est. Cost $53.94 Unrealized
SYK STRYKER CORPORATION COM 0.5%
Value ($000) $1,466 Shares 5,484 Est. Cost $75.47 Unrealized +229.0%
KD KYNDRYL HLDGS INC COMMON STOCK 0.5%
Value ($000) $1,400 Shares 106,675 Est. Cost $19.13 Unrealized -21.3%
USB US BANCORP DEL COM NEW 0.5%
Value ($000) $1,374 Shares 25,848 Est. Cost $39.00 Unrealized +22.7%
HD HOME DEPOT INC 0.5%
Value ($000) $1,283 Shares 4,286 Est. Cost $145.43 Unrealized +115.9%
UTMD UTAH MED PRODS INC COM 0.4%
Value ($000) $1,254 Shares 13,959 Est. Cost $56.77 Unrealized +62.0%
LLY LILLY ELI & CO COM 0.4%
Value ($000) $1,153 Shares 4,026 Est. Cost $128.23 Unrealized +93.8%
MSEX MIDDLESEX WTR CO COM 0.4%
Value ($000) $1,025 Shares 9,750 Est. Cost $24.80 Unrealized +311.1%
HLIO HELIOS TECHNOLOGIES INC COM 0.4%
Value ($000) $1,009 Shares 12,579 Est. Cost $46.71 Unrealized +70.6%
TRMB TRIMBLE INC COM 0.3%
Value ($000) $990 Shares 13,721 Est. Cost $40.09 Unrealized +77.7%
SCHW SCHWAB CHARLES CORP COM 0.3%
Value ($000) $983 Shares 11,655 Est. Cost $16.64 Unrealized +401.0%
SJM SMUCKER J M CO COM NEW 0.3%
Value ($000) $967 Shares 7,144 Est. Cost $70.70 Unrealized +69.0%
HIW HIGHWOODS PPTYS INC COM 0.3%
Value ($000) $962 Shares 21,024 Est. Cost $43.21 Unrealized
ABBV ABBVIE INC COM 0.3%
Value ($000) $962 Shares 5,933 Est. Cost $86.03 Unrealized +46.9%
MRK MERCK & CO INC COM 0.3%
Value ($000) $936 Shares 11,411 Est. Cost $43.42 Unrealized +60.9%
VZ VERIZON COMMUNICATIONS INC COM 0.3%
Value ($000) $935 Shares 18,358 Est. Cost $29.31 Unrealized +41.6%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.3%
Value ($000) $925 Shares 2,621 Est. Cost $155.74 Unrealized +107.7%
KAI KADANT INC COM 0.3%
Value ($000) $860 Shares 4,428 Est. Cost $40.14 Unrealized +399.6%
ABT ABBOTT LABS COM 0.3%
Value ($000) $830 Shares 7,011 Est. Cost $90.01 Unrealized +28.2%
PLD PROLOGIS INC. COM 0.3%
Value ($000) $828 Shares 5,129 Est. Cost $73.85 Unrealized +83.4%
SPY SPDR S&P 500 ETF 0.3%
Value ($000) $813 Shares 1,800 Est. Cost $212.27 Unrealized
WLY WILEY JOHN & SONS INC CL A 0.3%
Value ($000) $800 Shares 15,090 Est. Cost $30.45 Unrealized +49.7%
CWT CALIFORNIA WTR SVC GROUP COM 0.3%
Value ($000) $793 Shares 13,385 Est. Cost $16.53 Unrealized +232.9%
WTRG ESSENTIAL UTILS INC COM 0.3%
Value ($000) $784 Shares 15,326 Est. Cost $47.18 Unrealized +2.3%
TXN TEXAS INSTRS INC COM 0.3%
Value ($000) $766 Shares 4,173 Est. Cost $48.62 Unrealized +223.5%
PFE PFIZER INC COM 0.3%
Value ($000) $726 Shares 14,032 Est. Cost $20.15 Unrealized +110.8%
MMM 3M CO COM 0.3%
Value ($000) $719 Shares 4,831 Est. Cost $105.16 Unrealized +9.0%
GOOG ALPHABET INC CAP STK CL C 0.3%
Value ($000) $718 Shares 257 Est. Cost $87.73 Unrealized +53.8%
TSCO TRACTOR SUPPLY CO COM 0.3%
Value ($000) $713 Shares 3,057 Est. Cost $10.91 Unrealized +278.1%
NEE NEXTERA ENERGY INC COM 0.2%
Value ($000) $677 Shares 7,994 Est. Cost $64.50 Unrealized +11.7%
UNH UNITEDHEALTH GROUP INC COM 0.2%
Value ($000) $606 Shares 1,189 Est. Cost $383.32 Unrealized +17.7%
AXP AMERICAN EXPRESS CO COM 0.2%
Value ($000) $604 Shares 3,232 Est. Cost $91.92 Unrealized +86.9%
DIS DISNEY WALT CO COM 0.2%
Value ($000) $603 Shares 4,394 Est. Cost $66.54 Unrealized +112.3%
A AGILENT TECHNOLOGIES INC COM 0.2%
Value ($000) $586 Shares 4,427 Est. Cost $68.24 Unrealized +96.3%
INTC INTEL CORP COM 0.2%
Value ($000) $579 Shares 11,675 Est. Cost $40.50 Unrealized +14.0%
TGT TARGET CORP COM 0.2%
Value ($000) $536 Shares 2,526 Est. Cost $84.52 Unrealized +126.3%
PAYX PAYCHEX INC COM 0.2%
Value ($000) $530 Shares 3,883 Est. Cost $66.68 Unrealized +64.6%
NVDA NVIDIA CORPORATION COM 0.2%
Value ($000) $506 Shares 1,855 Est. Cost $16.91 Unrealized +48.0%
SYY SYSCO CORP COM 0.2%
Value ($000) $502 Shares 6,150 Est. Cost $27.22 Unrealized +166.9%
AEM AGNICO EAGLE MINES LTD COM 0.2%
Value ($000) $472 Shares 7,713 Est. Cost $49.66 Unrealized -1.3%
UNP UNION PAC CORP COM 0.2%
Value ($000) $454 Shares 1,661 Est. Cost $148.96 Unrealized +54.8%
AFL AFLAC INC COM 0.2%
Value ($000) $448 Shares 6,957 Est. Cost $43.70 Unrealized +31.1%
ISRG INTUITIVE SURGICAL INC COM NEW 0.2%
Value ($000) $432 Shares 1,433 Est. Cost $288.23 Unrealized +1.4%
AMZN AMAZON COM INC COM 0.2%
Value ($000) $430 Shares 132 Est. Cost $105.81 Unrealized +46.0%
ALC ALCON AG ORD SHS 0.2%
Value ($000) $430 Shares 5,420 Est. Cost $57.12 Unrealized +33.6%
AZN ASTRAZENECA PLC SPONSORED ADR 0.1%
Value ($000) $404 Shares 6,087 Est. Cost $44.88 Unrealized
AGI ALAMOS GOLD INC NEW COM CL A 0.1%
Value ($000) $394 Shares 46,800 Est. Cost $6.27 Unrealized +16.7%
HUBB HUBBELL INC COM 0.1%
Value ($000) $394 Shares 2,145 Est. Cost $76.44 Unrealized +131.2%
XOM EXXON MOBIL CORP COM 0.1%
Value ($000) $383 Shares 4,640 Est. Cost $54.82 Unrealized +23.8%
ORLY OREILLY AUTOMOTIVE INC COM 0.1%
Value ($000) $377 Shares 550 Est. Cost $24.97 Unrealized +78.9%
COST COSTCO WHSL CORP NEW COM 0.1%
Value ($000) $368 Shares 639 Est. Cost $244.75 Unrealized +104.6%
VTEB VANGUARD TAX-EXEMPT BOND ETF 0.1%
Value ($000) $366 Shares 7,098 Est. Cost $55.22 Unrealized
KO COCA COLA CO COM 0.1%
Value ($000) $365 Shares 5,891 Est. Cost $35.67 Unrealized +51.6%
TLT ISHARES 20 YEAR TREASURY BOND ETF 0.1%
Value ($000) $363 Shares 2,750 Est. Cost $140.38 Unrealized
CVS CVS HEALTH CORP COM 0.1%
Value ($000) $361 Shares 3,565 Est. Cost $62.17 Unrealized +48.0%
CMCSA COMCAST CORP NEW CL A 0.1%
Value ($000) $351 Shares 7,493 Est. Cost $37.87 Unrealized +13.2%
LOW LOWES COS INC COM 0.1%
Value ($000) $348 Shares 1,720 Est. Cost $95.88 Unrealized +122.5%
KEYS KEYSIGHT TECHNOLOGIES INC COM 0.1%
Value ($000) $348 Shares 2,204 Est. Cost $89.02 Unrealized +87.1%
GPC GENUINE PARTS CO COM 0.1%
Value ($000) $347 Shares 2,755 Est. Cost $63.38 Unrealized +83.2%
AYI ACUITY BRANDS INC COM 0.1%
Value ($000) $327 Shares 1,725 Est. Cost $105.69 Unrealized +79.9%
WALGREENS BOOTS ALLIANCE INC COM 0.1%
Value ($000) $325 Shares 7,250 Est. Cost $66.35 Unrealized
VTV VANGUARD VALUE INDEX FUND 0.1%
Value ($000) $318 Shares 2,155 Est. Cost $118.79 Unrealized
DHR DANAHER CORPORATION COM 0.1%
Value ($000) $301 Shares 1,025 Est. Cost $130.94 Unrealized +87.7%
CHD CHURCH & DWIGHT CO INC COM 0.1%
Value ($000) $299 Shares 3,005 Est. Cost $54.44 Unrealized +74.7%
VCSH VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND 0.1%
Value ($000) $299 Shares 3,825 Est. Cost $82.77 Unrealized
MCD MCDONALDS CORP COM 0.1%
Value ($000) $297 Shares 1,200 Est. Cost $212.95 Unrealized +7.0%
MTD METTLER TOLEDO INTERNATIONAL COM 0.1%
Value ($000) $295 Shares 215 Est. Cost $752.79 Unrealized +91.7%
UPS UNITED PARCEL SERVICE INC CL B 0.1%
Value ($000) $294 Shares 1,371 Est. Cost $79.90 Unrealized +121.7%
BMY BRISTOL-MYERS SQUIBB CO COM 0.1%
Value ($000) $287 Shares 3,926 Est. Cost $42.60 Unrealized +33.4%
T AT&T INC COM 0.1%
Value ($000) $285 Shares 12,054 Est. Cost $13.67 Unrealized +9.1%
APD AIR PRODS & CHEMS INC COM 0.1%
Value ($000) $284 Shares 1,137 Est. Cost $255.09 Unrealized -9.1%
NKE NIKE INC CL B 0.1%
Value ($000) $275 Shares 2,043 Est. Cost $53.06 Unrealized +148.7%
GE GENERAL ELECTRIC CO COM NEW 0.1%
Value ($000) $262 Shares 2,866 Est. Cost $62.95 Unrealized -7.0%
QQQ INVESCO QQQ TRUST 0.1%
Value ($000) $261 Shares 720 Est. Cost $199.99 Unrealized
MA MASTERCARD INCORPORATED CL A 0.1%
Value ($000) $255 Shares 714 Est. Cost $358.53 Unrealized -1.9%
CI CIGNA CORP NEW COM 0.1%
Value ($000) $255 Shares 1,063 Est. Cost $199.27 Unrealized +9.6%
NEOG NEOGEN CORP COM 0.1%
Value ($000) $249 Shares 8,066 Est. Cost $32.15 Unrealized +11.8%
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.1%
Value ($000) $247 Shares 1,552 Est. Cost $148.24 Unrealized
HSY HERSHEY CO COM 0.1%
Value ($000) $238 Shares 1,100 Est. Cost $90.02 Unrealized +104.8%
MUB ISHARES NATIONAL MUNI BOND ETF 0.1%
Value ($000) $238 Shares 2,168 Est. Cost $116.81 Unrealized
BIIB BIOGEN INC COM 0.1%
Value ($000) $232 Shares 1,102 Est. Cost $286.34 Unrealized -24.1%
VUG VANGUARD GROWTH INDEX FUND 0.1%
Value ($000) $231 Shares 803 Est. Cost $253.53 Unrealized
WMT WALMART INC COM 0.1%
Value ($000) $231 Shares 1,550 Est. Cost $44.37 Unrealized +0.5%
LABORATORY CORP AMER HLDGS COM NEW 0.1%
Value ($000) $226 Shares 859 Est. Cost $167.64 Unrealized
WTS WATTS WATER TECHNOLOGIES INC CL A 0.1%
Value ($000) $223 Shares 1,596 Est. Cost $132.14 Unrealized +18.7%
VO VANGUARD MID-CAP INDEX FUND 0.1%
Value ($000) $216 Shares 908 Est. Cost $237.60 Unrealized
CITRIX SYS INC COM 0.1%
Value ($000) $211 Shares 2,095 Est. Cost $62.84 Unrealized
ANSYS INC COM 0.1%
Value ($000) $210 Shares 662 Est. Cost $206.11 Unrealized
RNR RENAISSANCERE HLDGS LTD COM 0.1%
Value ($000) $209 Shares 1,320 Est. Cost $187.77 Unrealized -17.2%
WAT WATERS CORP COM 0.1%
Value ($000) $208 Shares 670 Est. Cost $97.66 Unrealized +233.2%
GLD SPDR GOLD SHARES 0.1%
Value ($000) $201 Shares 1,110 Est. Cost $165.49 Unrealized
JPM JPMORGAN CHASE & CO COM 0.1%
Value ($000) $196 Shares 1,439 Est. Cost $95.70 Unrealized +39.7%
WAB WABTEC COM 0.1%
Value ($000) $187 Shares 1,942 Est. Cost $79.19 Unrealized +14.4%
WY WEYERHAEUSER CO MTN BE COM NEW 0.1%
Value ($000) $186 Shares 4,896 Est. Cost $30.53 Unrealized +11.8%
FDX FEDEX CORP COM 0.1%
Value ($000) $184 Shares 795 Est. Cost $152.68 Unrealized +41.5%
TRV TRAVELERS COMPANIES INC COM 0.1%
Value ($000) $181 Shares 992 Est. Cost $141.30 Unrealized +12.4%
WESTERN ASST INFLTN LKD INM FD COM SH BEN INT 0.1%
Value ($000) $176 Shares 15,000 Est. Cost $14.00 Unrealized
LKFN LAKELAND FINL CORP COM 0.1%
Value ($000) $175 Shares 2,395 Est. Cost $36.85 Unrealized +92.2%
PYPL PAYPAL HLDGS INC COM 0.1%
Value ($000) $172 Shares 1,490 Est. Cost $155.28 Unrealized -14.5%
GDX VANECK GOLD MINERS ETF 0.1%
Value ($000) $171 Shares 4,470 Est. Cost $33.07 Unrealized
KMB KIMBERLY-CLARK CORP COM 0.1%
Value ($000) $171 Shares 1,387 Est. Cost $112.39 Unrealized +1.4%
KMX CARMAX INC COM 0.1%
Value ($000) $170 Shares 1,765 Est. Cost $78.21 Unrealized +37.5%
WEC WEC ENERGY GROUP INC COM 0.1%
Value ($000) $167 Shares 1,670 Est. Cost $80.62 Unrealized +2.5%
RTX RAYTHEON TECHNOLOGIES CORP COM 0.1%
Value ($000) $166 Shares 1,675 Est. Cost $76.41 Unrealized +13.5%
IRM IRON MTN INC NEW COM 0.1%
Value ($000) $166 Shares 3,000 Est. Cost $34.67 Unrealized +18.1%
CPT CAMDEN PPTY TR SH BEN INT 0.1%
Value ($000) $164 Shares 985 Est. Cost $76.42 Unrealized +87.0%
FITB FIFTH THIRD BANCORP COM 0.1%
Value ($000) $163 Shares 3,789 Est. Cost $33.37 Unrealized +19.5%
NSC NORFOLK SOUTHN CORP COM 0.1%
Value ($000) $161 Shares 566 Est. Cost $250.29 Unrealized +1.1%
ORCL ORACLE CORP COM 0.1%
Value ($000) $161 Shares 1,952 Est. Cost $77.81 Unrealized -1.1%
MCHP MICROCHIP TECHNOLOGY INC. COM 0.1%
Value ($000) $160 Shares 2,127 Est. Cost $71.51 Unrealized -3.6%
WOLFSPEED INC COM 0.1%
Value ($000) $159 Shares 1,400 Est. Cost $80.71 Unrealized
TNC TENNANT CO COM 0.1%
Value ($000) $151 Shares 1,916 Est. Cost $76.69 Unrealized -2.5%
EMN EASTMAN CHEM CO COM 0.1%
Value ($000) $150 Shares 1,335 Est. Cost $101.52 Unrealized -0.5%
MDT MEDTRONIC PLC SHS 0.1%
Value ($000) $149 Shares 1,340 Est. Cost $83.44 Unrealized +12.3%
CVX CHEVRON CORP NEW COM 0.1%
Value ($000) $148 Shares 906 Est. Cost $87.60 Unrealized +40.1%
IDA IDACORP INC COM 0.1%
Value ($000) $147 Shares 1,270 Est. Cost $100.24 Unrealized +8.6%
GDXJ VANECK JUNIOR GOLD MINERS ETF 0.1%
Value ($000) $145 Shares 3,095 Est. Cost $44.86 Unrealized
SIL GLOBAL X SILVER MINERS ETF 0.1%
Value ($000) $143 Shares 3,945 Est. Cost $42.59 Unrealized
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $141 Shares 1,434 Est. Cost $88.01 Unrealized -0.6%
VANECK MUNI ALLOCATION ETF 0.0%
Value ($000) $141 Shares 6,215 Est. Cost $25.03 Unrealized
MAR MARRIOTT INTL INC NEW CL A 0.0%
Value ($000) $140 Shares 795 Est. Cost $136.81 Unrealized +17.2%
IDEV ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF 0.0%
Value ($000) $139 Shares 2,185 Est. Cost $61.69 Unrealized
NUVEEN AMT FREE QLTY MUN INCME COM 0.0%
Value ($000) $139 Shares 10,596 Est. Cost $14.75 Unrealized
BLACKROCK CR ALLOCATION INCOME COM 0.0%
Value ($000) $138 Shares 11,000 Est. Cost $15.60 Unrealized
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $138 Shares 2,848 Est. Cost $39.98 Unrealized +21.3%
MCK MCKESSON CORP COM 0.0%
Value ($000) $136 Shares 445 Est. Cost $188.10 Unrealized +41.7%
WOR WORTHINGTON INDS INC COM 0.0%
Value ($000) $136 Shares 2,650 Est. Cost $40.47 Unrealized -14.7%
BARRICK GOLD CORP COM 0.0%
Value ($000) $135 Shares 5,500 Est. Cost $15.88 Unrealized
PAAS PAN AMERN SILVER CORP COM 0.0%
Value ($000) $134 Shares 4,900 Est. Cost $22.25 Unrealized +10.7%
ARE ALEXANDRIA REAL ESTATE EQ INC COM 0.0%
Value ($000) $133 Shares 660 Est. Cost $146.61 Unrealized +10.9%
WM WASTE MGMT INC DEL COM 0.0%
Value ($000) $126 Shares 792 Est. Cost $133.50 Unrealized +6.8%
DOV DOVER CORP COM 0.0%
Value ($000) $124 Shares 791 Est. Cost $150.56 Unrealized +3.6%
SHW SHERWIN WILLIAMS CO COM 0.0%
Value ($000) $124 Shares 495 Est. Cost $263.49 Unrealized +1.1%
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $123 Shares 600 Est. Cost $228.97 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.0%
Value ($000) $120 Shares 2,610 Est. Cost $51.47 Unrealized
AEA-BRIDGES IMPACT CORP SHS CL A 0.0%
Value ($000) $119 Shares 12,000 Est. Cost $9.83 Unrealized
CERNER CORP COM 0.0%
Value ($000) $117 Shares 1,250 Est. Cost $78.40 Unrealized
SPSB SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF 0.0%
Value ($000) $116 Shares 3,838 Est. Cost $31.29 Unrealized
HPQ HP INC COM 0.0%
Value ($000) $116 Shares 3,200 Est. Cost $27.18 Unrealized +17.9%
FRCB FIRST REP BK SAN FRANCISCO CAL COM 0.0%
Value ($000) $109 Shares 672 Est. Cost $180.90 Unrealized -4.3%
BK BANK NEW YORK MELLON CORP COM 0.0%
Value ($000) $106 Shares 2,133 Est. Cost $44.59 Unrealized +13.8%
IFF INTERNATIONAL FLAVORS&FRAGRANC COM 0.0%
Value ($000) $106 Shares 810 Est. Cost $126.29 Unrealized -5.9%
CARR CARRIER GLOBAL CORPORATION COM 0.0%
Value ($000) $104 Shares 2,259 Est. Cost $42.99 Unrealized +3.8%
PPG PPG INDS INC COM 0.0%
Value ($000) $99 Shares 756 Est. Cost $156.34 Unrealized -14.4%
IUSV ISHARES CORE S&P U.S. VALUE ETF 0.0%
Value ($000) $98 Shares 1,294 Est. Cost $71.94 Unrealized
HYMB SPDR NUVEEN BLOOMBERG HIGH YIELD MUNICIPAL BOND ETF 0.0%
Value ($000) $97 Shares 1,754 Est. Cost $60.67 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 0.0%
Value ($000) $94 Shares 1,351 Est. Cost $74.76 Unrealized
NUVEEN SELECT TAX-FREE INCOME SH BEN INT 0.0%
Value ($000) $94 Shares 6,481 Est. Cost $18.34 Unrealized
NUVEEN AMT-FREE MUN VALUE FD COM 0.0%
Value ($000) $93 Shares 6,287 Est. Cost $17.20 Unrealized
AMERICAN CAMPUS CMNTYS INC COM 0.0%
Value ($000) $92 Shares 1,650 Est. Cost $46.67 Unrealized
IJR ISHARES S&P SMALL-CAP FUND 0.0%
Value ($000) $90 Shares 833 Est. Cost $113.12 Unrealized
TROW PRICE T ROWE GROUP INC COM 0.0%
Value ($000) $90 Shares 593 Est. Cost $162.15 Unrealized -20.4%
XLU UTILITIES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $89 Shares 1,200 Est. Cost $63.33 Unrealized
AVY AVERY DENNISON CORP COM 0.0%
Value ($000) $88 Shares 504 Est. Cost $194.12 Unrealized -10.7%
V VISA INC COM CL A 0.0%
Value ($000) $87 Shares 393 Est. Cost $220.99 Unrealized -4.9%
SLV ISHARES SILVER TRUST 0.0%
Value ($000) $87 Shares 3,805 Est. Cost $24.26 Unrealized
BAX BAXTER INTL INC COM 0.0%
Value ($000) $87 Shares 1,125 Est. Cost $75.68 Unrealized +0.9%
NGD NEW GOLD INC CDA COM 0.0%
Value ($000) $86 Shares 48,000 Est. Cost $1.38 Unrealized +25.0%
AMAT APPLIED MATLS INC COM 0.0%
Value ($000) $86 Shares 652 Est. Cost $129.71 Unrealized +2.4%
CRM SALESFORCE INC COM 0.0%
Value ($000) $84 Shares 395 Est. Cost $228.91 Unrealized -7.1%
PNC PNC FINL SVCS GROUP INC COM 0.0%
Value ($000) $83 Shares 452 Est. Cost $161.04 Unrealized +8.1%
AMP AMERIPRISE FINL INC COM 0.0%
Value ($000) $83 Shares 275 Est. Cost $248.02 Unrealized +15.2%
EBAY EBAY INC. COM 0.0%
Value ($000) $82 Shares 1,435 Est. Cost $58.95 Unrealized -8.3%
CDE COEUR MNG INC COM NEW 0.0%
Value ($000) $82 Shares 18,500 Est. Cost $4.90 Unrealized -2.7%
YUM YUM BRANDS INC COM 0.0%
Value ($000) $81 Shares 680 Est. Cost $108.09 Unrealized +5.8%
AVGO BROADCOM INC COM 0.0%
Value ($000) $78 Shares 124 Est. Cost $47.10 Unrealized +16.9%
VRTX VERTEX PHARMACEUTICALS INC COM 0.0%
Value ($000) $78 Shares 300 Est. Cost $209.17 Unrealized +13.5%
TIP ISHARES TIPS BOND ETF 0.0%
Value ($000) $77 Shares 622 Est. Cost $127.18 Unrealized
VHT VANGUARD HEALTH CARE INDEX FUND 0.0%
Value ($000) $76 Shares 300 Est. Cost $246.67 Unrealized
MAS MASCO CORP COM 0.0%
Value ($000) $76 Shares 1,500 Est. Cost $56.54 Unrealized -2.4%
PLTR PALANTIR TECHNOLOGIES INC CL A 0.0%
Value ($000) $73 Shares 5,350 Est. Cost $13.34 Unrealized 0.0%
BHB BAR HBR BANKSHARES COM 0.0%
Value ($000) $72 Shares 2,500 Est. Cost $15.42 Unrealized +63.8%
ROP ROPER TECHNOLOGIES INC COM 0.0%
Value ($000) $72 Shares 153 Est. Cost $429.90 Unrealized +2.2%
STZ CONSTELLATION BRANDS INC CL A 0.0%
Value ($000) $69 Shares 300 Est. Cost $217.42 Unrealized -0.7%
FDS FACTSET RESH SYS INC COM 0.0%
Value ($000) $69 Shares 160 Est. Cost $337.31 Unrealized +20.5%
SPGI S&P GLOBAL INC COM 0.0%
Value ($000) $68 Shares 167 Est. Cost $369.84 Unrealized +6.6%
CNI CANADIAN NATL RY CO COM 0.0%
Value ($000) $67 Shares 500 Est. Cost $101.55 Unrealized +13.9%
HON HONEYWELL INTL INC COM 0.0%
Value ($000) $67 Shares 345 Est. Cost $192.16 Unrealized -11.3%
WESTERN AST INFL LKD OPP & INM COM 0.0%
Value ($000) $66 Shares 5,500 Est. Cost $13.09 Unrealized
ZBH ZIMMER BIOMET HOLDINGS INC COM 0.0%
Value ($000) $65 Shares 507 Est. Cost $153.43 Unrealized -24.1%
DLTR DOLLAR TREE INC COM 0.0%
Value ($000) $64 Shares 400 Est. Cost $108.70 Unrealized +30.1%
SPYX SPDR S&P 500 FOSSIL FUEL RESERVES FREE ETF 0.0%
Value ($000) $62 Shares 556 Est. Cost $106.12 Unrealized
QCOM QUALCOMM INC COM 0.0%
Value ($000) $62 Shares 406 Est. Cost $125.50 Unrealized +22.4%
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $61 Shares 835 Est. Cost $30.49 Unrealized -1.4%
CSX CSX CORP COM 0.0%
Value ($000) $61 Shares 1,616 Est. Cost $30.82 Unrealized +8.7%
BX BLACKSTONE INC COM 0.0%
Value ($000) $60 Shares 471 Est. Cost $76.25 Unrealized +40.6%
FTV FORTIVE CORP COM 0.0%
Value ($000) $59 Shares 963 Est. Cost $52.84 Unrealized -8.0%
BIL SPDR BLOOMBERG 1-3 MONTH T-BILL ETF 0.0%
Value ($000) $59 Shares 650 Est. Cost $90.70 Unrealized
TPICQ TPI COMPOSITES INC COM 0.0%
Value ($000) $59 Shares 4,179 Est. Cost $29.95 Unrealized -57.4%
CE CELANESE CORP DEL COM 0.0%
Value ($000) $57 Shares 400 Est. Cost $142.81 Unrealized 0.0%
SBUX STARBUCKS CORP COM 0.0%
Value ($000) $57 Shares 625 Est. Cost $101.74 Unrealized -15.5%
VOT VANGUARD MID-CAP GROWTH INDEX FUND 0.0%
Value ($000) $57 Shares 254 Est. Cost $236.22 Unrealized
PANW PALO ALTO NETWORKS INC COM 0.0%
Value ($000) $57 Shares 91 Est. Cost $63.24 Unrealized +41.5%
ADBE ADOBE SYSTEMS INCORPORATED COM 0.0%
Value ($000) $54 Shares 118 Est. Cost $513.14 Unrealized -6.2%
AGZ ISHARES AGENCY BOND ETF 0.0%
Value ($000) $54 Shares 480 Est. Cost $118.10 Unrealized
UTHR UNITED THERAPEUTICS CORP DEL COM 0.0%
Value ($000) $54 Shares 300 Est. Cost $193.71 Unrealized -1.7%
HPE HEWLETT PACKARD ENTERPRISE CO COM 0.0%
Value ($000) $53 Shares 3,200 Est. Cost $13.58 Unrealized +10.1%
BLV VANGUARD LONG-TERM BOND INDEX FUND 0.0%
Value ($000) $53 Shares 582 Est. Cost $103.09 Unrealized
ATLANTICA SUSTAINABLE INFR PLC SHS 0.0%
Value ($000) $53 Shares 1,500 Est. Cost $37.33 Unrealized
DOW DOW INC COM 0.0%
Value ($000) $52 Shares 815 Est. Cost $50.93 Unrealized -5.2%
INARI MED INC COM 0.0%
Value ($000) $51 Shares 568 Est. Cost $93.31 Unrealized
ASML ASML HOLDING N V N Y REGISTRY SHS 0.0%
Value ($000) $50 Shares 75 Est. Cost $684.44 Unrealized
TSLA TESLA INC COM 0.0%
Value ($000) $50 Shares 46 Est. Cost $219.14 Unrealized +42.1%
MDY SPDR S&P MIDCAP 400 ETF 0.0%
Value ($000) $49 Shares 100 Est. Cost $490.00 Unrealized
L LOEWS CORP COM 0.0%
Value ($000) $49 Shares 763 Est. Cost $55.04 Unrealized +9.9%
WPP WPP PLC NEW ADR 0.0%
Value ($000) $49 Shares 754 Est. Cost $66.71 Unrealized
PFG PRINCIPAL FINANCIAL GROUP INC COM 0.0%
Value ($000) $48 Shares 659 Est. Cost $54.06 Unrealized +16.4%
CAT CATERPILLAR INC COM 0.0%
Value ($000) $47 Shares 212 Est. Cost $211.85 Unrealized -7.7%
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.0%
Value ($000) $45 Shares 566 Est. Cost $75.97 Unrealized
AROW ARROW FINL CORP COM 0.0%
Value ($000) $45 Shares 1,375 Est. Cost $28.72 Unrealized -0.9%
GWW GRAINGER W W INC COM 0.0%
Value ($000) $44 Shares 85 Est. Cost $419.26 Unrealized +12.9%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $44 Shares 800 Est. Cost $66.74 Unrealized
NUVEEN PFD & INCOME OPPORTUNIT COM 0.0%
Value ($000) $43 Shares 5,000 Est. Cost $10.00 Unrealized
FAST FASTENAL CO COM 0.0%
Value ($000) $41 Shares 696 Est. Cost $23.29 Unrealized +9.1%
PIONEER NAT RES CO COM 0.0%
Value ($000) $41 Shares 163 Est. Cost $173.51 Unrealized
BALL BALL CORP COM 0.0%
Value ($000) $40 Shares 440 Est. Cost $81.56 Unrealized +5.7%
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $40 Shares 670 Est. Cost $62.05 Unrealized -11.1%
IVV ISHARES CORE S&P 500 ETF 0.0%
Value ($000) $39 Shares 87 Est. Cost $443.92 Unrealized
BLACKROCK INC COM 0.0%
Value ($000) $38 Shares 50 Est. Cost $860.67 Unrealized
SMB VANECK SHORT MUNI ETF 0.0%
Value ($000) $38 Shares 2,216 Est. Cost $18.05 Unrealized
ETN EATON CORP PLC SHS 0.0%
Value ($000) $35 Shares 230 Est. Cost $146.57 Unrealized +0.5%
NUVEEN FLOATING RATE INCOME FD COM 0.0%
Value ($000) $35 Shares 3,500 Est. Cost $10.00 Unrealized
ELV ANTHEM INC COM 0.0%
Value ($000) $34 Shares 69 Est. Cost $432.66 Unrealized 0.0%
CTAS CINTAS CORP COM 0.0%
Value ($000) $34 Shares 80 Est. Cost $84.94 Unrealized +10.5%
MIDD MIDDLEBY CORP COM 0.0%
Value ($000) $33 Shares 200 Est. Cost $170.44 Unrealized +6.6%
HL HECLA MNG CO COM 0.0%
Value ($000) $33 Shares 5,000 Est. Cost $2.66 Unrealized +113.4%
DOCU DOCUSIGN INC COM 0.0%
Value ($000) $32 Shares 300 Est. Cost $223.60 Unrealized -48.7%
HMN HORACE MANN EDUCATORS CORP NEW COM 0.0%
Value ($000) $32 Shares 760 Est. Cost $39.84 Unrealized +0.7%
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.0%
Value ($000) $31 Shares 225 Est. Cost $124.44 Unrealized
VGT VANGUARD INFORMATION TECHNOLOGY INDEX FUND 0.0%
Value ($000) $31 Shares 75 Est. Cost $400.00 Unrealized
OGN ORGANON & CO COMMON STOCK 0.0%
Value ($000) $31 Shares 891 Est. Cost $26.93 Unrealized +6.0%
NUVEEN VIRGINIA QLTY MUNCPL FD COM 0.0%
Value ($000) $31 Shares 2,150 Est. Cost $17.21 Unrealized
XYL XYLEM INC COM 0.0%
Value ($000) $30 Shares 354 Est. Cost $103.51 Unrealized -11.7%
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $30 Shares 480 Est. Cost $55.60 Unrealized +5.5%
OMC OMNICOM GROUP INC COM 0.0%
Value ($000) $29 Shares 341 Est. Cost $64.44 Unrealized +8.9%
HOLX HOLOGIC INC COM 0.0%
Value ($000) $29 Shares 375 Est. Cost $66.85 Unrealized +7.6%
CPER UNITED STATES COPPER INDEX FUND 0.0%
Value ($000) $29 Shares 1,000 Est. Cost $29.00 Unrealized
CTVA CORTEVA INC COM 0.0%
Value ($000) $29 Shares 510 Est. Cost $43.79 Unrealized +11.9%
PM PHILIP MORRIS INTL INC COM 0.0%
Value ($000) $28 Shares 301 Est. Cost $76.42 Unrealized +8.3%
INGR INGREDION INC COM 0.0%
Value ($000) $28 Shares 320 Est. Cost $93.37 Unrealized -3.1%
PH PARKER-HANNIFIN CORP COM 0.0%
Value ($000) $28 Shares 100 Est. Cost $291.08 Unrealized -1.7%
IQV IQVIA HLDGS INC COM 0.0%
Value ($000) $26 Shares 114 Est. Cost $233.08 Unrealized +1.6%
CB CHUBB LIMITED COM 0.0%
Value ($000) $26 Shares 120 Est. Cost $155.25 Unrealized +24.3%
IIPR INNOVATIVE INDL PPTYS INC COM 0.0%
Value ($000) $26 Shares 127 Est. Cost $190.48 Unrealized
YUMC YUM CHINA HLDGS INC COM 0.0%
Value ($000) $25 Shares 600 Est. Cost $63.78 Unrealized -26.1%
OTIS OTIS WORLDWIDE CORP COM 0.0%
Value ($000) $24 Shares 312 Est. Cost $71.71 Unrealized +4.7%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.0%
Value ($000) $24 Shares 72 Est. Cost $298.67 Unrealized +6.6%
BAC BK OF AMERICA CORP COM 0.0%
Value ($000) $24 Shares 594 Est. Cost $37.24 Unrealized +9.6%
ESGU ISHARES ESG AWARE MSCI USA ETF 0.0%
Value ($000) $23 Shares 226 Est. Cost $101.77 Unrealized
ADI ANALOG DEVICES INC COM 0.0%
Value ($000) $23 Shares 140 Est. Cost $147.67 Unrealized +2.4%
IUSB ISHARES CORE TOTAL USD BOND MARKET ETF 0.0%
Value ($000) $22 Shares 436 Est. Cost $50.46 Unrealized
LMT LOCKHEED MARTIN CORP COM 0.0%
Value ($000) $22 Shares 50 Est. Cost $338.54 Unrealized +7.8%
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $22 Shares 198 Est. Cost $100.49 Unrealized +18.8%
DE DEERE & CO COM 0.0%
Value ($000) $22 Shares 54 Est. Cost $330.84 Unrealized +9.7%
ADM ARCHER DANIELS MIDLAND CO COM 0.0%
Value ($000) $22 Shares 245 Est. Cost $57.39 Unrealized +21.3%
AJG GALLAGHER ARTHUR J & CO COM 0.0%
Value ($000) $21 Shares 119 Est. Cost $156.75 Unrealized -2.1%
PSCT INVESCO S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO 0.0%
Value ($000) $21 Shares 150 Est. Cost $146.67 Unrealized
GLW CORNING INC COM 0.0%
Value ($000) $21 Shares 575 Est. Cost $35.71 Unrealized -2.2%
EVOQUA WATER TECHNOLOGIES CORP COM 0.0%
Value ($000) $20 Shares 425 Est. Cost $32.94 Unrealized
SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF 0.0%
Value ($000) $19 Shares 252 Est. Cost $146.83 Unrealized
EBC EASTERN BANKSHARES INC COM 0.0%
Value ($000) $19 Shares 900 Est. Cost $18.50 Unrealized +3.1%
MLPX GLOBAL X MLP & ENERGY INFRASTRUCTURE ETF 0.0%
Value ($000) $19 Shares 439 Est. Cost $36.45 Unrealized
MRSH MARSH & MCLENNAN COS INC COM 0.0%
Value ($000) $19 Shares 110 Est. Cost $135.86 Unrealized +9.4%
BBY BEST BUY INC COM 0.0%
Value ($000) $18 Shares 200 Est. Cost $94.95 Unrealized -13.4%
SO SOUTHERN CO COM 0.0%
Value ($000) $18 Shares 250 Est. Cost $53.77 Unrealized +9.2%
TFC TRUIST FINL CORP COM 0.0%
Value ($000) $18 Shares 318 Est. Cost $47.21 Unrealized +7.2%
SBAC SBA COMMUNICATIONS CORP NEW CL A 0.0%
Value ($000) $18 Shares 51 Est. Cost $280.45 Unrealized +8.7%
NYT NEW YORK TIMES CO CL A 0.0%
Value ($000) $17 Shares 374 Est. Cost $42.40 Unrealized -2.2%
STT STATE STR CORP COM 0.0%
Value ($000) $17 Shares 200 Est. Cost $72.44 Unrealized +11.8%
CBU COMMUNITY BK SYS INC COM 0.0%
Value ($000) $17 Shares 246 Est. Cost $68.01 Unrealized -6.0%
AON AON PLC SHS CL A 0.0%
Value ($000) $17 Shares 51 Est. Cost $236.31 Unrealized +19.7%
KEY KEYCORP COM 0.0%
Value ($000) $16 Shares 729 Est. Cost $20.30 Unrealized 0.0%
BYND BEYOND MEAT INC COM 0.0%
Value ($000) $16 Shares 330 Est. Cost $91.59 Unrealized -40.0%
NUVEEN AMT FREE MUN CR INC FD COM 0.0%
Value ($000) $16 Shares 1,072 Est. Cost $17.72 Unrealized
MET METLIFE INC COM 0.0%
Value ($000) $16 Shares 222 Est. Cost $53.84 Unrealized +11.6%
BURCON NUTRASCIENCE CORP COM 0.0%
Value ($000) $16 Shares 17,600 Est. Cost $0.96 Unrealized
ABNB AIRBNB INC COM CL A 0.0%
Value ($000) $16 Shares 96 Est. Cost $155.81 Unrealized +2.2%
CRBN ISHARES MSCI ACWI LOW CARBON TARGET ETF 0.0%
Value ($000) $16 Shares 100 Est. Cost $170.00 Unrealized
ARKW ARK NEXT GENERATION INTERNET ETF 0.0%
Value ($000) $15 Shares 175 Est. Cost $154.29 Unrealized
IHI ISHARES U.S. MEDICAL DEVICES ETF 0.0%
Value ($000) $15 Shares 240 Est. Cost $110.42 Unrealized
TJX TJX COS INC NEW COM 0.0%
Value ($000) $15 Shares 242 Est. Cost $63.23 Unrealized 0.0%
TT TRANE TECHNOLOGIES PLC SHS 0.0%
Value ($000) $14 Shares 94 Est. Cost $155.76 Unrealized 0.0%
NULG NUVEEN ESG LARGE-CAP GROWTH ETF 0.0%
Value ($000) $14 Shares 233 Est. Cost $68.67 Unrealized
TSN TYSON FOODS INC CL A 0.0%
Value ($000) $14 Shares 155 Est. Cost $72.11 Unrealized +11.5%
ES EVERSOURCE ENERGY COM 0.0%
Value ($000) $14 Shares 155 Est. Cost $72.67 Unrealized +0.3%
SVB FINANCIAL GROUP COM 0.0%
Value ($000) $14 Shares 25 Est. Cost $560.00 Unrealized
UNB UNION BANKSHARES INC COM 0.0%
Value ($000) $14 Shares 450 Est. Cost $33.44 Unrealized -7.1%
PLUG PLUG POWER INC COM NEW 0.0%
Value ($000) $13 Shares 450 Est. Cost $29.01 Unrealized -17.8%
AMT AMERICAN TOWER CORP NEW COM 0.0%
Value ($000) $13 Shares 52 Est. Cost $214.86 Unrealized 0.0%
SCHZ SCHWAB US AGGREGATE BOND ETF 0.0%
Value ($000) $13 Shares 250 Est. Cost $56.00 Unrealized
JBHT HUNT J B TRANS SVCS INC COM 0.0%
Value ($000) $13 Shares 67 Est. Cost $191.92 Unrealized 0.0%
LULU LULULEMON ATHLETICA INC COM 0.0%
Value ($000) $13 Shares 36 Est. Cost $329.33 Unrealized -1.2%
ZM ZOOM VIDEO COMMUNICATIONS INC CL A 0.0%
Value ($000) $13 Shares 115 Est. Cost $333.04 Unrealized -59.2%
ILMN ILLUMINA INC COM 0.0%
Value ($000) $12 Shares 35 Est. Cost $402.76 Unrealized -16.1%
GOVT ISHARES U.S. TREASURY BOND ETF 0.0%
Value ($000) $12 Shares 477 Est. Cost $25.16 Unrealized
LPLA LPL FINL HLDGS INC COM 0.0%
Value ($000) $12 Shares 63 Est. Cost $174.14 Unrealized 0.0%
ORA ORMAT TECHNOLOGIES INC COM 0.0%
Value ($000) $12 Shares 150 Est. Cost $69.12 Unrealized +3.4%
RSG REPUBLIC SVCS INC COM 0.0%
Value ($000) $12 Shares 90 Est. Cost $101.09 Unrealized +19.7%
ADSK AUTODESK INC COM 0.0%
Value ($000) $12 Shares 54 Est. Cost $230.34 Unrealized 0.0%
ROK ROCKWELL AUTOMATION INC COM 0.0%
Value ($000) $12 Shares 43 Est. Cost $268.27 Unrealized 0.0%
OKE ONEOK INC NEW COM 0.0%
Value ($000) $11 Shares 155 Est. Cost $49.62 Unrealized +4.8%
CBRE CBRE GROUP INC CL A 0.0%
Value ($000) $11 Shares 121 Est. Cost $97.43 Unrealized 0.0%
CDK GLOBAL INC COM 0.0%
Value ($000) $11 Shares 217 Est. Cost $50.69 Unrealized
NUMG NUVEEN ESG MID-CAP GROWTH ETF 0.0%
Value ($000) $10 Shares 222 Est. Cost $54.05 Unrealized
META META PLATFORMS INC CL A 0.0%
Value ($000) $10 Shares 46 Est. Cost $248.19 Unrealized 0.0%
EFV ISHARES MSCI EAFE VALUE ETF 0.0%
Value ($000) $10 Shares 201 Est. Cost $49.75 Unrealized
ATLASSIAN CORP PLC CL A 0.0%
Value ($000) $10 Shares 33 Est. Cost $255.28 Unrealized
VNT VONTIER CORPORATION COM 0.0%
Value ($000) $10 Shares 385 Est. Cost $32.94 Unrealized -19.8%
TWLO TWILIO INC CL A 0.0%
Value ($000) $10 Shares 60 Est. Cost $253.70 Unrealized -28.2%
QRVO QORVO INC COM 0.0%
Value ($000) $9 Shares 70 Est. Cost $184.45 Unrealized -26.6%
IRWD IRONWOOD PHARMACEUTICALS INC COM CL A 0.0%
Value ($000) $9 Shares 702 Est. Cost $11.45 Unrealized +0.1%
SKYY FIRST TR EXCHANGE TRADED FD II CLOUD COMPUTING 0.0%
Value ($000) $9 Shares 101 Est. Cost $108.91 Unrealized
BSCQ INVESCO BULLETSHARES 2026 CORPORATE BOND ETF 0.0%
Value ($000) $9 Shares 447 Est. Cost $22.37 Unrealized
LINDE PLC SHS 0.0%
Value ($000) $9 Shares 27 Est. Cost $333.33 Unrealized
CHTR CHARTER COMMUNICATIONS INC NEW CL A 0.0%
Value ($000) $9 Shares 16 Est. Cost $662.39 Unrealized -11.4%
OPK OPKO HEALTH INC COM 0.0%
Value ($000) $9 Shares 2,500 Est. Cost $3.92 Unrealized -9.9%
NXPI NXP SEMICONDUCTORS N V COM 0.0%
Value ($000) $9 Shares 46 Est. Cost $183.95 Unrealized -0.6%
SMART GLOBAL HLDGS INC SHS 0.0%
Value ($000) $8 Shares 324 Est. Cost $37.04 Unrealized
CC CHEMOURS CO COM 0.0%
Value ($000) $8 Shares 249 Est. Cost $28.09 Unrealized -3.4%
CORE LABORATORIES N V COM 0.0%
Value ($000) $8 Shares 262 Est. Cost $38.17 Unrealized
VTRS VIATRIS INC COM 0.0%
Value ($000) $8 Shares 702 Est. Cost $11.85 Unrealized -6.7%
FIS FIDELITY NATL INFORMATION SVCS COM 0.0%
Value ($000) $8 Shares 75 Est. Cost $133.35 Unrealized -28.9%
VFC V F CORP COM 0.0%
Value ($000) $8 Shares 147 Est. Cost $62.01 Unrealized 0.0%
WST WEST PHARMACEUTICAL SVSC INC COM 0.0%
Value ($000) $8 Shares 20 Est. Cost $387.59 Unrealized 0.0%
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.0%
Value ($000) $8 Shares 79 Est. Cost $120.37 Unrealized
XMFVX MFS SPL VALUE TR SH BEN INT 0.0%
Value ($000) $8 Shares 1,325 Est. Cost $6.79 Unrealized
ISHARES IBONDS DEC 2025 TERM CORPORATE ETF 0.0%
Value ($000) $8 Shares 298 Est. Cost $26.85 Unrealized
COF CAPITAL ONE FINL CORP COM 0.0%
Value ($000) $7 Shares 53 Est. Cost $138.58 Unrealized -1.9%
MASI MASIMO CORP COM 0.0%
Value ($000) $7 Shares 49 Est. Cost $228.17 Unrealized -15.8%
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $7 Shares 250 Est. Cost $28.00 Unrealized
INVESCO BULLETSHARES 2024 CORPORATE BOND ETF 0.0%
Value ($000) $7 Shares 324 Est. Cost $21.60 Unrealized
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $7 Shares 190 Est. Cost $36.84 Unrealized
AAP ADVANCE AUTO PARTS INC COM 0.0%
Value ($000) $7 Shares 35 Est. Cost $186.49 Unrealized +6.5%
VTI VANGUARD TOTAL STOCK MARKET INDEX FUND 0.0%
Value ($000) $7 Shares 32 Est. Cost $218.75 Unrealized
PGR PROGRESSIVE CORP COM 0.0%
Value ($000) $7 Shares 58 Est. Cost $85.34 Unrealized +15.4%
LTC LTC PPTYS INC COM 0.0%
Value ($000) $6 Shares 150 Est. Cost $38.32 Unrealized
REGN REGENERON PHARMACEUTICALS COM 0.0%
Value ($000) $6 Shares 8 Est. Cost $617.39 Unrealized +1.9%
MWA MUELLER WTR PRODS INC COM SER A 0.0%
Value ($000) $6 Shares 500 Est. Cost $13.34 Unrealized -9.1%
ARKG ARK GENOMIC REVOLUTION ETF 0.0%
Value ($000) $6 Shares 125 Est. Cost $96.00 Unrealized
SMOG VANECK VECTORS LOW CARBON ENERGY ETF 0.0%
Value ($000) $6 Shares 41 Est. Cost $146.34 Unrealized
ALK ALASKA AIR GROUP INC COM 0.0%
Value ($000) $6 Shares 100 Est. Cost $54.53 Unrealized 0.0%
HAS HASBRO INC COM 0.0%
Value ($000) $6 Shares 74 Est. Cost $79.64 Unrealized -0.4%
DEO DIAGEO PLC SPON ADR NEW 0.0%
Value ($000) $5 Shares 27 Est. Cost $195.40 Unrealized
EFG ISHARES MSCI EAFE GROWTH ETF 0.0%
Value ($000) $5 Shares 53 Est. Cost $94.34 Unrealized
AMN AMN HEALTHCARE SVCS INC COM 0.0%
Value ($000) $5 Shares 50 Est. Cost $103.82 Unrealized 0.0%
COMT ISHARES COMMODITIES SELECT STRATEGY ETF 0.0%
Value ($000) $5 Shares 124 Est. Cost $40.32 Unrealized
SNOW SNOWFLAKE INC CL A 0.0%
Value ($000) $5 Shares 20 Est. Cost $232.63 Unrealized +11.1%
APTIV PLC SHS 0.0%
Value ($000) $5 Shares 43 Est. Cost $139.53 Unrealized
INVESCO BULLETSHARES 2022 CORPORATE BOND ETF 0.0%
Value ($000) $5 Shares 240 Est. Cost $20.83 Unrealized
BA BOEING CO COM 0.0%
Value ($000) $5 Shares 26 Est. Cost $241.76 Unrealized -17.0%
AME AMETEK INC COM 0.0%
Value ($000) $5 Shares 34 Est. Cost $129.89 Unrealized +0.8%
ARMK ARAMARK COM 0.0%
Value ($000) $5 Shares 120 Est. Cost $25.90 Unrealized -4.1%
CRL CHARLES RIV LABS INTL INC COM 0.0%
Value ($000) $4 Shares 14 Est. Cost $308.36 Unrealized 0.0%
CCI CROWN CASTLE INTL CORP NEW COM 0.0%
Value ($000) $4 Shares 20 Est. Cost $152.47 Unrealized -4.4%
HLI HOULIHAN LOKEY INC CL A 0.0%
Value ($000) $4 Shares 50 Est. Cost $95.83 Unrealized 0.0%
DISCOVER FINL SVCS COM 0.0%
Value ($000) $4 Shares 40 Est. Cost $125.00 Unrealized
HYG ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $4 Shares 45 Est. Cost $88.89 Unrealized
ISHARES IBONDS DEC 2023 TERM CORPORATE ETF 0.0%
Value ($000) $4 Shares 170 Est. Cost $23.53 Unrealized
STNE STONECO LTD COM CL A 0.0%
Value ($000) $4 Shares 330 Est. Cost $17.08 Unrealized
FALN ISHARES FALLEN ANGELS USD BOND ETF 0.0%
Value ($000) $4 Shares 147 Est. Cost $27.21 Unrealized
SWK STANLEY BLACK & DECKER INC COM 0.0%
Value ($000) $4 Shares 30 Est. Cost $142.42 Unrealized 0.0%
WDAY WORKDAY INC CL A 0.0%
Value ($000) $4 Shares 18 Est. Cost $240.49 Unrealized -0.9%
ESGE ISHARES MSCI EM ESG SELECT ETF 0.0%
Value ($000) $4 Shares 109 Est. Cost $36.70 Unrealized
MU MICRON TECHNOLOGY INC COM 0.0%
Value ($000) $4 Shares 50 Est. Cost $83.39 Unrealized 0.0%
TTCFQ TATTOOED CHEF INC COM CL A 0.0%
Value ($000) $4 Shares 350 Est. Cost $19.61 Unrealized -35.5%
XYZ BLOCK INC CL A 0.0%
Value ($000) $4 Shares 33 Est. Cost $182.72 Unrealized -33.7%
IYE ISHARES U.S. ENERGY ETF 0.0%
Value ($000) $3 Shares 69 Est. Cost $43.48 Unrealized
AIG AMERICAN INTL GROUP INC COM NEW 0.0%
Value ($000) $3 Shares 50 Est. Cost $55.04 Unrealized 0.0%
CME CME GROUP INC COM 0.0%
Value ($000) $3 Shares 11 Est. Cost $200.71 Unrealized 0.0%
MCO MOODYS CORP COM 0.0%
Value ($000) $3 Shares 10 Est. Cost $320.24 Unrealized +1.6%
COCRYSTAL PHARMA INC COM 0.0%
Value ($000) $3 Shares 5,000 Est. Cost $1.20 Unrealized
TTD THE TRADE DESK INC COM CL A 0.0%
Value ($000) $3 Shares 40 Est. Cost $72.23 Unrealized 0.0%
TLH ISHARES 10-20 YEAR TREASURY BOND ETF 0.0%
Value ($000) $3 Shares 20 Est. Cost $150.00 Unrealized
KLAC KLA CORP COM NEW 0.0%
Value ($000) $3 Shares 7 Est. Cost $358.99 Unrealized 0.0%
VOYA VOYA FINANCIAL INC COM 0.0%
Value ($000) $3 Shares 40 Est. Cost $63.14 Unrealized 0.0%
LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $3 Shares 25 Est. Cost $120.00 Unrealized
CRTO CRITEO S A SPONS ADS 0.0%
Value ($000) $3 Shares 100 Est. Cost $50.00 Unrealized
BF/A BROWN FORMAN CORP CL A 0.0%
Value ($000) $3 Shares 45 Est. Cost $64.80 Unrealized -11.1%
STIP ISHARES 0-5 YEAR TIPS BOND ETF 0.0%
Value ($000) $3 Shares 28 Est. Cost $107.14 Unrealized
GEN NORTONLIFELOCK INC COM 0.0%
Value ($000) $3 Shares 100 Est. Cost $22.60 Unrealized +12.1%
RCL ROYAL CARIBBEAN GROUP COM 0.0%
Value ($000) $2 Shares 20 Est. Cost $77.38 Unrealized 0.0%
BKNG BOOKING HOLDINGS INC COM 0.0%
Value ($000) $2 Shares 1 Est. Cost $2296.54 Unrealized +0.1%
CRWD CROWDSTRIKE HLDGS INC CL A 0.0%
Value ($000) $2 Shares 8 Est. Cost $186.36 Unrealized 0.0%
SYF SYNCHRONY FINANCIAL COM 0.0%
Value ($000) $2 Shares 60 Est. Cost $38.19 Unrealized 0.0%
GRWG GROWGENERATION CORP COM 0.0%
Value ($000) $2 Shares 200 Est. Cost $35.34 Unrealized -74.5%
NUSC NUVEEN ESG SMALL-CAP ETF 0.0%
Value ($000) $2 Shares 60 Est. Cost $50.00 Unrealized
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.0%
Value ($000) $2 Shares 20 Est. Cost $250.00 Unrealized
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 0.0%
Value ($000) $2 Shares 28 Est. Cost $71.43 Unrealized
STX SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS 0.0%
Value ($000) $2 Shares 19 Est. Cost $75.21 Unrealized +19.4%
IXN ISHARES GLOBAL TECH ETF 0.0%
Value ($000) $2 Shares 37 Est. Cost $54.05 Unrealized
BSX BOSTON SCIENTIFIC CORP COM 0.0%
Value ($000) $2 Shares 50 Est. Cost $43.34 Unrealized 0.0%
EL LAUDER ESTEE COS INC CL A 0.0%
Value ($000) $2 Shares 6 Est. Cost $282.23 Unrealized 0.0%
BF/B BROWN FORMAN CORP CL B 0.0%
Value ($000) $2 Shares 25 Est. Cost $69.34 Unrealized -10.7%
VLO VALERO ENERGY CORP COM 0.0%
Value ($000) $2 Shares 17 Est. Cost $76.96 Unrealized 0.0%
LUV SOUTHWEST AIRLS CO COM 0.0%
Value ($000) $2 Shares 50 Est. Cost $55.76 Unrealized -26.7%
TMUS T-MOBILE US INC COM 0.0%
Value ($000) $2 Shares 13 Est. Cost $115.07 Unrealized 0.0%
OGS ONE GAS INC COM 0.0%
Value ($000) $2 Shares 17 Est. Cost $80.54 Unrealized 0.0%
ALGN ALIGN TECHNOLOGY INC COM 0.0%
Value ($000) $2 Shares 5 Est. Cost $486.73 Unrealized 0.0%
VLUE ISHARES MSCI USA VALUE FACTOR ETF 0.0%
Value ($000) $2 Shares 20 Est. Cost $100.00 Unrealized
LYV LIVE NATION ENTERTAINMENT INC COM 0.0%
Value ($000) $2 Shares 19 Est. Cost $114.12 Unrealized 0.0%
ICLN ISHARES S&P GLOBAL CLEAN ENERGY INDEX FUND 0.0%
Value ($000) $1 Shares 33 Est. Cost $30.30 Unrealized
SPG SIMON PPTY GROUP INC NEW COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $99.29 Unrealized +15.3%
HORIZON THERAPEUTICS PUB L SHS 0.0%
Value ($000) $1 Shares 10 Est. Cost $100.00 Unrealized
FMC FMC CORP COM NEW 0.0%
Value ($000) $1 Shares 4 Est. Cost $102.48 Unrealized 0.0%
INSM INSMED INC COM PAR $.01 0.0%
Value ($000) $1 Shares 59 Est. Cost $29.68 Unrealized -21.7%
EQIX EQUINIX INC COM 0.0%
Value ($000) $1 Shares 2 Est. Cost $664.62 Unrealized 0.0%
ZIMVIE INC COM 0.0%
Value ($000) $1 Shares 49 Est. Cost $20.41 Unrealized
EXC EXELON CORP COM 0.0%
Value ($000) $1 Shares 20 Est. Cost $36.83 Unrealized 0.0%
THE VALENS COMPANY INC COM NEW 0.0%
Value ($000) $1 Shares 666 Est. Cost $3.00 Unrealized
AEA-BRIDGES IMPACT CORP UNIT 0.0%
Value ($000) $1 Shares 100 Est. Cost $10.00 Unrealized
SRE SEMPRA COM 0.0%
Value ($000) $1 Shares 7 Est. Cost $63.43 Unrealized 0.0%
WORKHORSE GROUP INC COM NEW 0.0%
Value ($000) $1 Shares 200 Est. Cost $15.00 Unrealized
UBER UBER TECHNOLOGIES INC COM 0.0%
Value ($000) $1 Shares 40 Est. Cost $52.23 Unrealized -31.2%
DDOG DATADOG INC CL A COM 0.0%
Value ($000) $1 Shares 6 Est. Cost $146.28 Unrealized 0.0%
GM GENERAL MTRS CO COM 0.0%
Value ($000) $1 Shares 18 Est. Cost $56.71 Unrealized -15.1%
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
MO ALTRIA GROUP INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $33.98 Unrealized +9.3%
CEG CONSTELLATION ENERGY CORP COM 0.0%
Value ($000) $0 Shares 6 Est. Cost $47.25 Unrealized 0.0%