Clean Yield Group Diversified Active

CIK: 0001525865 · Show all filings

Period: Q2 2022 (← Previous) (Next →)

Filing Date: Jul 18, 2022

Total Value ($000): $241,930 (100.0% shares, 0.0% debt)

Holdings (421)

AAPL APPLE INC COM 4.7%
Value ($000) $11,315 Shares 82,760 Est. Cost $90.93 Unrealized +63.5%
GSK PLC SPONSORED ADR 3.8%
Value ($000) $9,085 Shares 208,708 Est. Cost $36.39 Unrealized
UNILEVER PLC SPON ADR NEW 3.5%
Value ($000) $8,515 Shares 185,795 Est. Cost $56.49 Unrealized
VOD VODAFONE GROUP PLC NEW SPONSORED ADR 3.3%
Value ($000) $7,996 Shares 513,236 Est. Cost $18.65 Unrealized
PHYSICIANS RLTY TR COM 2.9%
Value ($000) $6,967 Shares 399,229 Est. Cost $16.73 Unrealized
TAK TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS 2.8%
Value ($000) $6,863 Shares 488,835 Est. Cost $14.18 Unrealized
TU TELUS CORPORATION COM 2.7%
Value ($000) $6,456 Shares 289,749 Est. Cost $18.00 Unrealized +37.3%
SNY SANOFI SPONSORED ADR 2.2%
Value ($000) $5,406 Shares 108,046 Est. Cost $43.02 Unrealized
SFM SPROUTS FMRS MKT INC COM 2.2%
Value ($000) $5,372 Shares 212,149 Est. Cost $22.17 Unrealized +25.2%
HTO SJW GROUP COM 2.2%
Value ($000) $5,368 Shares 86,015 Est. Cost $64.75 Unrealized -4.5%
HASI HANNON ARMSTRONG SUST INFR CAP COM 2.2%
Value ($000) $5,202 Shares 137,412 Est. Cost $14.69 Unrealized +118.7%
ELME WASHINGTON REAL ESTATE INVT TR SH BEN INT 2.1%
Value ($000) $5,182 Shares 243,160 Est. Cost $23.70 Unrealized
DOC HEALTHPEAK PROPERTIES INC COM 1.9%
Value ($000) $4,596 Shares 177,378 Est. Cost $24.90 Unrealized -1.6%
JNJ JOHNSON & JOHNSON COM 1.9%
Value ($000) $4,515 Shares 25,436 Est. Cost $73.46 Unrealized +117.7%
GIS GENERAL MLS INC COM 1.9%
Value ($000) $4,497 Shares 59,600 Est. Cost $34.84 Unrealized +77.5%
SNN SMITH & NEPHEW PLC SPDN ADR NEW 1.8%
Value ($000) $4,275 Shares 153,108 Est. Cost $35.04 Unrealized
HEALTHCARE TR AMER INC CL A NEW 1.8%
Value ($000) $4,259 Shares 152,607 Est. Cost $28.93 Unrealized
HIFS HINGHAM INSTN SVGS MASS COM 1.5%
Value ($000) $3,733 Shares 13,154 Est. Cost $138.73 Unrealized +116.1%
STAG STAG INDL INC COM 1.5%
Value ($000) $3,585 Shares 116,110 Est. Cost $31.93 Unrealized
ADP AUTOMATIC DATA PROCESSING INC COM 1.5%
Value ($000) $3,558 Shares 16,940 Est. Cost $52.76 Unrealized +283.8%
CL COLGATE PALMOLIVE CO COM 1.5%
Value ($000) $3,536 Shares 44,117 Est. Cost $55.63 Unrealized +29.1%
IBM INTERNATIONAL BUSINESS MACHS COM 1.4%
Value ($000) $3,487 Shares 24,700 Est. Cost $108.13 Unrealized +8.7%
NOMD NOMAD FOODS LTD USD ORD SHS 1.4%
Value ($000) $3,452 Shares 172,669 Est. Cost $22.85 Unrealized -11.4%
PG PROCTER AND GAMBLE CO COM 1.4%
Value ($000) $3,409 Shares 23,709 Est. Cost $71.18 Unrealized +92.9%
CAC CAMDEN NATL CORP COM 1.4%
Value ($000) $3,396 Shares 77,095 Est. Cost $25.70 Unrealized +47.4%
MSFT MICROSOFT CORP COM 1.4%
Value ($000) $3,362 Shares 13,089 Est. Cost $34.34 Unrealized +667.1%
KRC KILROY RLTY CORP COM 1.3%
Value ($000) $3,227 Shares 61,667 Est. Cost $66.00 Unrealized
MKC MCCORMICK & CO INC COM NON VTG 1.3%
Value ($000) $3,101 Shares 37,244 Est. Cost $56.24 Unrealized +54.8%
CSCO CISCO SYS INC COM 1.2%
Value ($000) $2,978 Shares 69,834 Est. Cost $27.19 Unrealized +57.5%
AMGN AMGEN INC COM 1.2%
Value ($000) $2,927 Shares 12,032 Est. Cost $97.40 Unrealized +124.4%
HAIN HAIN CELESTIAL GROUP INC 1.2%
Value ($000) $2,827 Shares 119,077 Est. Cost $29.80 Unrealized -4.4%
CHKP CHECK POINT SOFTWARE TECH LTD ORD 1.1%
Value ($000) $2,710 Shares 22,251 Est. Cost $115.43 Unrealized +11.2%
NVO NOVO-NORDISK A S ADR 1.0%
Value ($000) $2,437 Shares 21,866 Est. Cost $50.87 Unrealized
BDX BECTON DICKINSON & CO COM 0.9%
Value ($000) $2,101 Shares 8,521 Est. Cost $79.22 Unrealized +201.0%
AMAL AMALGAMATED FINANCIAL CORP COM 0.8%
Value ($000) $2,005 Shares 101,350 Est. Cost $14.13 Unrealized +27.2%
DGX QUEST DIAGNOSTICS INC COM 0.8%
Value ($000) $1,984 Shares 14,918 Est. Cost $86.66 Unrealized +46.5%
NOK NOKIA CORP SPONSORED ADR 0.8%
Value ($000) $1,962 Shares 425,645 Est. Cost $4.15 Unrealized
FSLR FIRST SOLAR INC COM 0.8%
Value ($000) $1,891 Shares 27,763 Est. Cost $63.81 Unrealized +11.6%
GRNB VANECK GREEN BOND ETF 0.8%
Value ($000) $1,846 Shares 78,317 Est. Cost $27.18 Unrealized
PEP PEPSICO INC COM 0.8%
Value ($000) $1,831 Shares 10,987 Est. Cost $93.24 Unrealized +60.7%
TMO THERMO FISHER SCIENTIFIC INC COM 0.7%
Value ($000) $1,780 Shares 3,277 Est. Cost $94.23 Unrealized +478.1%
AWK AMERICAN WTR WKS CO INC NEW COM 0.7%
Value ($000) $1,778 Shares 11,948 Est. Cost $38.80 Unrealized +263.5%
INTU INTUIT COM 0.7%
Value ($000) $1,715 Shares 4,449 Est. Cost $73.54 Unrealized +450.0%
EXPD EXPEDITORS INTL WASH INC COM 0.7%
Value ($000) $1,664 Shares 17,070 Est. Cost $34.81 Unrealized +181.1%
SPY SPDR S&P 500 ETF 0.7%
Value ($000) $1,622 Shares 4,300 Est. Cost $212.27 Unrealized
ITW ILLINOIS TOOL WKS INC COM 0.7%
Value ($000) $1,588 Shares 8,714 Est. Cost $50.28 Unrealized +264.0%
KD KYNDRYL HLDGS INC COMMON STOCK 0.6%
Value ($000) $1,488 Shares 152,172 Est. Cost $16.89 Unrealized -31.1%
UMPQUA HLDGS CORP COM 0.6%
Value ($000) $1,394 Shares 83,145 Est. Cost $10.86 Unrealized
UTMD UTAH MED PRODS INC COM 0.5%
Value ($000) $1,281 Shares 14,909 Est. Cost $58.59 Unrealized +45.6%
LLY LILLY ELI & CO COM 0.5%
Value ($000) $1,266 Shares 3,904 Est. Cost $128.23 Unrealized +126.9%
AMRC AMERESCO INC CL A 0.5%
Value ($000) $1,233 Shares 27,062 Est. Cost $10.60 Unrealized +424.4%
USB US BANCORP DEL COM NEW 0.5%
Value ($000) $1,190 Shares 25,848 Est. Cost $39.00 Unrealized +7.4%
GOOGL ALPHABET CLASS A 0.5%
Value ($000) $1,181 Shares 542 Est. Cost $65.19 Unrealized +79.3%
HD HOME DEPOT INC 0.5%
Value ($000) $1,175 Shares 4,283 Est. Cost $145.43 Unrealized +85.0%
MAA MID-AMER APT CMNTYS INC COM 0.5%
Value ($000) $1,173 Shares 6,713 Est. Cost $71.31 Unrealized +127.1%
SYK STRYKER CORPORATION COM 0.5%
Value ($000) $1,091 Shares 5,484 Est. Cost $75.47 Unrealized +199.3%
MRK MERCK & CO INC COM 0.4%
Value ($000) $1,040 Shares 11,411 Est. Cost $43.42 Unrealized +82.4%
VZ VERIZON COMMUNICATIONS INC COM 0.4%
Value ($000) $917 Shares 18,068 Est. Cost $29.31 Unrealized +36.8%
ABBV ABBVIE INC COM 0.4%
Value ($000) $909 Shares 5,933 Est. Cost $86.03 Unrealized +55.9%
MSEX MIDDLESEX WTR CO COM 0.4%
Value ($000) $855 Shares 9,750 Est. Cost $24.80 Unrealized +261.5%
SJM SMUCKER J M CO COM NEW 0.4%
Value ($000) $850 Shares 6,644 Est. Cost $70.70 Unrealized +66.5%
TRMB TRIMBLE INC COM 0.3%
Value ($000) $846 Shares 14,521 Est. Cost $41.50 Unrealized +58.2%
HLIO HELIOS TECHNOLOGIES INC COM 0.3%
Value ($000) $820 Shares 12,379 Est. Cost $46.71 Unrealized +48.5%
KAI KADANT INC COM 0.3%
Value ($000) $789 Shares 4,328 Est. Cost $40.14 Unrealized +355.6%
ABT ABBOTT LABS COM 0.3%
Value ($000) $762 Shares 7,011 Est. Cost $90.01 Unrealized +17.9%
CWT CALIFORNIA WTR SVC GROUP COM 0.3%
Value ($000) $744 Shares 13,385 Est. Cost $16.53 Unrealized +199.0%
SCHW SCHWAB CHARLES CORP COM 0.3%
Value ($000) $728 Shares 11,530 Est. Cost $16.64 Unrealized +293.8%
PFE PFIZER INC COM 0.3%
Value ($000) $722 Shares 13,762 Est. Cost $20.15 Unrealized +108.4%
WTRG ESSENTIAL UTILS INC COM 0.3%
Value ($000) $703 Shares 15,326 Est. Cost $47.18 Unrealized -1.6%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.3%
Value ($000) $699 Shares 2,559 Est. Cost $155.74 Unrealized +101.4%
SPY SPDR S&P 500 ETF 0.3%
Value ($000) $679 Shares 1,800 Est. Cost $212.27 Unrealized
TLT ISHARES 20 YEAR TREASURY BOND ETF 0.3%
Value ($000) $661 Shares 5,750 Est. Cost $127.12 Unrealized
TXN TEXAS INSTRS INC COM 0.3%
Value ($000) $633 Shares 4,123 Est. Cost $48.62 Unrealized +210.5%
NEE NEXTERA ENERGY INC COM 0.3%
Value ($000) $618 Shares 7,980 Est. Cost $64.50 Unrealized +6.7%
UNH UNITEDHEALTH GROUP INC COM 0.3%
Value ($000) $611 Shares 1,189 Est. Cost $383.32 Unrealized +22.9%
MMM 3M CO COM 0.2%
Value ($000) $604 Shares 4,668 Est. Cost $105.16 Unrealized +0.0%
PLD PROLOGIS INC. COM 0.2%
Value ($000) $603 Shares 5,129 Est. Cost $73.85 Unrealized +67.0%
TSCO TRACTOR SUPPLY CO COM 0.2%
Value ($000) $593 Shares 3,057 Est. Cost $10.91 Unrealized +249.2%
GOOG ALPHABET INC CAP STK CL C 0.2%
Value ($000) $562 Shares 257 Est. Cost $87.73 Unrealized +33.7%
A AGILENT TECHNOLOGIES INC COM 0.2%
Value ($000) $526 Shares 4,427 Est. Cost $68.24 Unrealized +75.7%
XRAY DENTSPLY SIRONA INC COM 0.2%
Value ($000) $498 Shares 13,945 Est. Cost $41.15 Unrealized -1.7%
WLY WILEY JOHN & SONS INC CL A 0.2%
Value ($000) $466 Shares 9,765 Est. Cost $30.45 Unrealized +46.6%
VMBS VANGUARD MORTGAGE-BACKED SECURITIES ETF 0.2%
Value ($000) $456 Shares 9,545 Est. Cost $53.94 Unrealized
SYY SYSCO CORP COM 0.2%
Value ($000) $443 Shares 5,225 Est. Cost $27.22 Unrealized +178.2%
PAYX PAYCHEX INC COM 0.2%
Value ($000) $442 Shares 3,883 Est. Cost $66.68 Unrealized +69.3%
AGI ALAMOS GOLD INC NEW COM CL A 0.2%
Value ($000) $442 Shares 63,000 Est. Cost $6.61 Unrealized +14.8%
AXP AMERICAN EXPRESS CO COM 0.2%
Value ($000) $434 Shares 3,132 Est. Cost $91.92 Unrealized +71.4%
INTC INTEL CORP COM 0.2%
Value ($000) $421 Shares 11,255 Est. Cost $40.50 Unrealized +0.3%
DIS DISNEY WALT CO COM 0.2%
Value ($000) $415 Shares 4,394 Est. Cost $66.54 Unrealized +63.0%
AEM AGNICO EAGLE MINES LTD COM 0.2%
Value ($000) $410 Shares 8,970 Est. Cost $49.81 Unrealized +1.9%
AZN ASTRAZENECA PLC SPONSORED ADR 0.2%
Value ($000) $390 Shares 5,900 Est. Cost $44.88 Unrealized
AFL AFLAC INC COM 0.2%
Value ($000) $385 Shares 6,957 Est. Cost $43.70 Unrealized +24.4%
XOM EXXON MOBIL CORP COM 0.2%
Value ($000) $384 Shares 4,480 Est. Cost $54.82 Unrealized +45.2%
HUBB HUBBELL INC COM 0.2%
Value ($000) $383 Shares 2,145 Est. Cost $76.44 Unrealized +133.4%
TGT TARGET CORP COM 0.2%
Value ($000) $379 Shares 2,686 Est. Cost $89.63 Unrealized +89.9%
HIW HIGHWOODS PPTYS INC COM 0.2%
Value ($000) $372 Shares 10,895 Est. Cost $43.21 Unrealized
KO COCA COLA CO COM 0.2%
Value ($000) $368 Shares 5,851 Est. Cost $35.67 Unrealized +59.1%
GPC GENUINE PARTS CO COM 0.1%
Value ($000) $353 Shares 2,655 Est. Cost $63.38 Unrealized +89.8%
ORLY OREILLY AUTOMOTIVE INC COM 0.1%
Value ($000) $347 Shares 550 Est. Cost $24.97 Unrealized +72.3%
SCHO SCHWAB SHORT-TERM U.S. TREASURY ETF 0.1%
Value ($000) $344 Shares 7,000 Est. Cost $49.14 Unrealized
ALC ALCON AG ORD SHS 0.1%
Value ($000) $334 Shares 4,785 Est. Cost $57.12 Unrealized +26.3%
UNP UNION PAC CORP COM 0.1%
Value ($000) $330 Shares 1,548 Est. Cost $148.96 Unrealized +40.2%
KEYS KEYSIGHT TECHNOLOGIES INC COM 0.1%
Value ($000) $324 Shares 2,354 Est. Cost $92.41 Unrealized +53.9%
SLV ISHARES SILVER TRUST 0.1%
Value ($000) $323 Shares 17,305 Est. Cost $19.89 Unrealized
COST COSTCO WHSL CORP NEW COM 0.1%
Value ($000) $306 Shares 639 Est. Cost $244.75 Unrealized +98.1%
BMY BRISTOL-MYERS SQUIBB CO COM 0.1%
Value ($000) $302 Shares 3,926 Est. Cost $42.60 Unrealized +52.5%
LOW LOWES COS INC COM 0.1%
Value ($000) $296 Shares 1,692 Est. Cost $95.88 Unrealized +87.3%
MCD MCDONALDS CORP COM 0.1%
Value ($000) $296 Shares 1,200 Est. Cost $212.95 Unrealized +6.3%
ISRG INTUITIVE SURGICAL INC COM NEW 0.1%
Value ($000) $288 Shares 1,433 Est. Cost $288.23 Unrealized -18.6%
CVS CVS HEALTH CORP COM 0.1%
Value ($000) $284 Shares 3,066 Est. Cost $62.17 Unrealized +38.2%
VTV VANGUARD VALUE INDEX FUND 0.1%
Value ($000) $284 Shares 2,155 Est. Cost $118.79 Unrealized
CI CIGNA CORP NEW COM 0.1%
Value ($000) $280 Shares 1,063 Est. Cost $199.27 Unrealized +21.1%
NVDA NVIDIA CORPORATION COM 0.1%
Value ($000) $278 Shares 1,836 Est. Cost $16.91 Unrealized +11.4%
WALGREENS BOOTS ALLIANCE INC COM 0.1%
Value ($000) $277 Shares 7,300 Est. Cost $66.35 Unrealized
VCSH VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND 0.1%
Value ($000) $275 Shares 3,603 Est. Cost $82.77 Unrealized
APD AIR PRODS & CHEMS INC COM 0.1%
Value ($000) $273 Shares 1,137 Est. Cost $255.09 Unrealized -13.4%
CHD CHURCH & DWIGHT CO INC COM 0.1%
Value ($000) $271 Shares 2,930 Est. Cost $54.44 Unrealized +66.1%
CMCSA COMCAST CORP NEW CL A 0.1%
Value ($000) $270 Shares 6,884 Est. Cost $37.87 Unrealized +1.3%
T AT&T INC COM 0.1%
Value ($000) $253 Shares 12,054 Est. Cost $13.67 Unrealized +19.3%
MTD METTLER TOLEDO INTERNATIONAL COM 0.1%
Value ($000) $247 Shares 215 Est. Cost $752.79 Unrealized +66.9%
DHR DANAHER CORPORATION COM 0.1%
Value ($000) $246 Shares 970 Est. Cost $130.94 Unrealized +72.8%
AMZN AMAZON COM INC COM 0.1%
Value ($000) $244 Shares 2,300 Est. Cost $124.02 Unrealized +0.9%
HSY HERSHEY CO COM 0.1%
Value ($000) $237 Shares 1,100 Est. Cost $90.02 Unrealized +120.7%
WAT WATERS CORP COM 0.1%
Value ($000) $222 Shares 670 Est. Cost $97.66 Unrealized +225.0%
MA MASTERCARD INCORPORATED CL A 0.1%
Value ($000) $222 Shares 703 Est. Cost $358.53 Unrealized -5.9%
LABORATORY CORP AMER HLDGS COM NEW 0.1%
Value ($000) $216 Shares 923 Est. Cost $172.24 Unrealized
VUSB VANGUARD ULTRA-SHORT BOND ETF 0.1%
Value ($000) $211 Shares 4,295 Est. Cost $49.13 Unrealized
NKE NIKE INC CL B 0.1%
Value ($000) $208 Shares 2,031 Est. Cost $53.06 Unrealized +109.8%
RNR RENAISSANCERE HLDGS LTD COM 0.1%
Value ($000) $206 Shares 1,320 Est. Cost $187.77 Unrealized -19.4%
UPS UNITED PARCEL SERVICE INC CL B 0.1%
Value ($000) $205 Shares 1,121 Est. Cost $79.90 Unrealized +91.9%
VTEB VANGUARD TAX-EXEMPT BOND ETF 0.1%
Value ($000) $205 Shares 4,098 Est. Cost $55.22 Unrealized
CITRIX SYS INC COM 0.1%
Value ($000) $204 Shares 2,095 Est. Cost $62.84 Unrealized
QQQ INVESCO QQQ TRUST 0.1%
Value ($000) $202 Shares 720 Est. Cost $199.99 Unrealized
VITL VITAL FARMS INC COM 0.1%
Value ($000) $198 Shares 22,616 Est. Cost $17.84 Unrealized -40.3%
WTS WATTS WATER TECHNOLOGIES INC CL A 0.1%
Value ($000) $196 Shares 1,596 Est. Cost $132.14 Unrealized -1.8%
NEOG NEOGEN CORP COM 0.1%
Value ($000) $194 Shares 8,066 Est. Cost $32.15 Unrealized -16.5%
JPM JPMORGAN CHASE & CO COM 0.1%
Value ($000) $193 Shares 1,717 Est. Cost $98.50 Unrealized +14.7%
WMT WALMART INC COM 0.1%
Value ($000) $188 Shares 1,550 Est. Cost $44.37 Unrealized -0.8%
GLD SPDR GOLD SHARES 0.1%
Value ($000) $187 Shares 1,110 Est. Cost $165.49 Unrealized
KMB KIMBERLY-CLARK CORP COM 0.1%
Value ($000) $187 Shares 1,387 Est. Cost $112.39 Unrealized +2.1%
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.1%
Value ($000) $185 Shares 1,452 Est. Cost $148.24 Unrealized
AYI ACUITY BRANDS INC COM 0.1%
Value ($000) $184 Shares 1,195 Est. Cost $105.69 Unrealized +58.8%
GE GENERAL ELECTRIC CO COM NEW 0.1%
Value ($000) $182 Shares 2,866 Est. Cost $62.95 Unrealized -24.4%
FDX FEDEX CORP COM 0.1%
Value ($000) $180 Shares 795 Est. Cost $152.68 Unrealized +28.9%
VUG VANGUARD GROWTH INDEX FUND 0.1%
Value ($000) $179 Shares 803 Est. Cost $253.53 Unrealized
VO VANGUARD MID-CAP INDEX FUND 0.1%
Value ($000) $179 Shares 908 Est. Cost $237.60 Unrealized
WEC WEC ENERGY GROUP INC COM 0.1%
Value ($000) $168 Shares 1,670 Est. Cost $80.62 Unrealized +10.9%
WY WEYERHAEUSER CO MTN BE COM NEW 0.1%
Value ($000) $162 Shares 4,896 Est. Cost $30.53 Unrealized +9.9%
OGN ORGANON & CO COMMON STOCK 0.1%
Value ($000) $160 Shares 4,732 Est. Cost $29.03 Unrealized +1.7%
KMX CARMAX INC COM 0.1%
Value ($000) $160 Shares 1,765 Est. Cost $78.21 Unrealized +20.2%
WAB WABTEC COM 0.1%
Value ($000) $158 Shares 1,931 Est. Cost $79.19 Unrealized +10.3%
ANSYS INC COM 0.1%
Value ($000) $158 Shares 662 Est. Cost $206.11 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP COM 0.1%
Value ($000) $157 Shares 1,634 Est. Cost $76.41 Unrealized +15.9%
TRV TRAVELERS COMPANIES INC COM 0.1%
Value ($000) $152 Shares 900 Est. Cost $141.30 Unrealized +14.5%
LKFN LAKELAND FINL CORP COM 0.1%
Value ($000) $149 Shares 2,250 Est. Cost $36.85 Unrealized +72.4%
IRM IRON MTN INC NEW COM 0.1%
Value ($000) $146 Shares 3,000 Est. Cost $34.67 Unrealized +32.0%
MCK MCKESSON CORP COM 0.1%
Value ($000) $145 Shares 445 Est. Cost $188.10 Unrealized +67.0%
BSV VANGUARD SHORT-TERM BOND INDEX FUND 0.1%
Value ($000) $142 Shares 1,849 Est. Cost $76.80 Unrealized
ORCL ORACLE CORP COM 0.1%
Value ($000) $136 Shares 1,952 Est. Cost $77.81 Unrealized -10.2%
IDA IDACORP INC COM 0.1%
Value ($000) $135 Shares 1,270 Est. Cost $100.24 Unrealized +7.8%
CDE COEUR MNG INC COM NEW 0.1%
Value ($000) $132 Shares 43,500 Est. Cost $4.34 Unrealized -9.5%
NSC NORFOLK SOUTHN CORP COM 0.1%
Value ($000) $129 Shares 566 Est. Cost $250.29 Unrealized -9.5%
NUVEEN AMT FREE QLTY MUN INCME COM 0.1%
Value ($000) $126 Shares 10,732 Est. Cost $14.72 Unrealized
MCHP MICROCHIP TECHNOLOGY INC. COM 0.1%
Value ($000) $124 Shares 2,127 Est. Cost $71.51 Unrealized -14.9%
GDX VANECK GOLD MINERS ETF 0.1%
Value ($000) $122 Shares 4,470 Est. Cost $33.07 Unrealized
CPT CAMDEN PPTY TR SH BEN INT 0.1%
Value ($000) $122 Shares 910 Est. Cost $76.42 Unrealized +69.0%
WM WASTE MGMT INC DEL COM 0.1%
Value ($000) $121 Shares 792 Est. Cost $133.50 Unrealized +10.8%
BLACKROCK CR ALLOCATION INCOME COM 0.0%
Value ($000) $120 Shares 11,000 Est. Cost $15.60 Unrealized
EMN EASTMAN CHEM CO COM 0.0%
Value ($000) $120 Shares 1,335 Est. Cost $101.52 Unrealized -11.5%
MDT MEDTRONIC PLC SHS 0.0%
Value ($000) $120 Shares 1,340 Est. Cost $83.44 Unrealized +8.3%
AEA-BRIDGES IMPACT CORP SHS CL A 0.0%
Value ($000) $119 Shares 12,000 Est. Cost $9.83 Unrealized
IDEV ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF 0.0%
Value ($000) $117 Shares 2,185 Est. Cost $61.69 Unrealized
WOR WORTHINGTON INDS INC COM 0.0%
Value ($000) $117 Shares 2,650 Est. Cost $40.47 Unrealized -28.4%
FITB FIFTH THIRD BANCORP COM 0.0%
Value ($000) $116 Shares 3,456 Est. Cost $33.37 Unrealized -3.2%
ARE ALEXANDRIA REAL ESTATE EQ INC COM 0.0%
Value ($000) $115 Shares 795 Est. Cost $145.86 Unrealized -2.5%
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $112 Shares 2,848 Est. Cost $39.98 Unrealized -0.1%
MAR MARRIOTT INTL INC NEW CL A 0.0%
Value ($000) $108 Shares 791 Est. Cost $136.81 Unrealized +16.6%
SHW SHERWIN WILLIAMS CO COM 0.0%
Value ($000) $108 Shares 483 Est. Cost $263.49 Unrealized -5.8%
HPQ HP INC COM 0.0%
Value ($000) $105 Shares 3,200 Est. Cost $27.18 Unrealized +18.0%
SPSB SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF 0.0%
Value ($000) $105 Shares 3,538 Est. Cost $31.29 Unrealized
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $102 Shares 1,455 Est. Cost $155.28 Unrealized -44.3%
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $102 Shares 600 Est. Cost $228.97 Unrealized
SIL GLOBAL X SILVER MINERS ETF 0.0%
Value ($000) $102 Shares 3,945 Est. Cost $42.59 Unrealized
CVX CHEVRON CORP NEW COM 0.0%
Value ($000) $100 Shares 693 Est. Cost $87.60 Unrealized +62.9%
GDXJ VANECK JUNIOR GOLD MINERS ETF 0.0%
Value ($000) $99 Shares 3,095 Est. Cost $44.86 Unrealized
TNC TENNANT CO COM 0.0%
Value ($000) $99 Shares 1,666 Est. Cost $76.69 Unrealized -20.0%
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $98 Shares 1,234 Est. Cost $88.01 Unrealized -7.0%
FRCB FIRST REP BK SAN FRANCISCO CAL COM 0.0%
Value ($000) $97 Shares 672 Est. Cost $180.90 Unrealized -17.7%
AMERICAN CAMPUS CMNTYS INC COM 0.0%
Value ($000) $97 Shares 1,500 Est. Cost $46.67 Unrealized
IFF INTERNATIONAL FLAVORS&FRAGRANC COM 0.0%
Value ($000) $96 Shares 810 Est. Cost $126.29 Unrealized -10.9%
HYMB SPDR NUVEEN BLOOMBERG HIGH YIELD MUNICIPAL BOND ETF 0.0%
Value ($000) $91 Shares 1,769 Est. Cost $60.67 Unrealized
NUVEEN AMT-FREE MUN VALUE FD COM 0.0%
Value ($000) $90 Shares 6,338 Est. Cost $17.20 Unrealized
NUVEEN SELECT TAX-FREE INCOME SH BEN INT 0.0%
Value ($000) $90 Shares 6,544 Est. Cost $18.34 Unrealized
WOLFSPEED INC COM 0.0%
Value ($000) $89 Shares 1,400 Est. Cost $80.71 Unrealized
BK BANK NEW YORK MELLON CORP COM 0.0%
Value ($000) $89 Shares 2,133 Est. Cost $44.59 Unrealized -10.2%
PPG PPG INDS INC COM 0.0%
Value ($000) $86 Shares 756 Est. Cost $156.34 Unrealized -26.0%
VRTX VERTEX PHARMACEUTICALS INC COM 0.0%
Value ($000) $85 Shares 300 Est. Cost $209.17 Unrealized +28.0%
XLU UTILITIES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $84 Shares 1,200 Est. Cost $63.33 Unrealized
AVY AVERY DENNISON CORP COM 0.0%
Value ($000) $82 Shares 504 Est. Cost $194.12 Unrealized -17.6%
CARR CARRIER GLOBAL CORPORATION COM 0.0%
Value ($000) $81 Shares 2,259 Est. Cost $42.99 Unrealized -13.2%
YUM YUM BRANDS INC COM 0.0%
Value ($000) $77 Shares 680 Est. Cost $108.09 Unrealized +0.3%
DOV DOVER CORP COM 0.0%
Value ($000) $77 Shares 633 Est. Cost $150.56 Unrealized -14.3%
MAS MASCO CORP COM 0.0%
Value ($000) $76 Shares 1,500 Est. Cost $56.54 Unrealized -12.8%
CRM SALESFORCE INC COM 0.0%
Value ($000) $75 Shares 456 Est. Cost $221.64 Unrealized -21.2%
IJR ISHARES S&P SMALL-CAP FUND 0.0%
Value ($000) $74 Shares 800 Est. Cost $113.12 Unrealized
V VISA INC COM CL A 0.0%
Value ($000) $72 Shares 366 Est. Cost $220.99 Unrealized -9.0%
VHT VANGUARD HEALTH CARE INDEX FUND 0.0%
Value ($000) $71 Shares 300 Est. Cost $246.67 Unrealized
UTHR UNITED THERAPEUTICS CORP DEL COM 0.0%
Value ($000) $71 Shares 300 Est. Cost $193.71 Unrealized +4.9%
STZ CONSTELLATION BRANDS INC CL A 0.0%
Value ($000) $70 Shares 300 Est. Cost $217.42 Unrealized +5.1%
WESTERN ASST INFLTN LKD INM FD COM SH BEN INT 0.0%
Value ($000) $68 Shares 7,000 Est. Cost $14.00 Unrealized
NGD NEW GOLD INC CDA COM 0.0%
Value ($000) $68 Shares 64,000 Est. Cost $1.39 Unrealized +3.0%
TIP ISHARES TIPS BOND ETF 0.0%
Value ($000) $68 Shares 594 Est. Cost $127.18 Unrealized
DLTR DOLLAR TREE INC COM 0.0%
Value ($000) $62 Shares 400 Est. Cost $108.70 Unrealized +45.8%
FDS FACTSET RESH SYS INC COM 0.0%
Value ($000) $62 Shares 160 Est. Cost $337.31 Unrealized +12.0%
MUB ISHARES NATIONAL MUNI BOND ETF 0.0%
Value ($000) $61 Shares 571 Est. Cost $116.81 Unrealized
HL HECLA MNG CO COM 0.0%
Value ($000) $61 Shares 15,500 Est. Cost $4.31 Unrealized +18.3%
PNC PNC FINL SVCS GROUP INC COM 0.0%
Value ($000) $60 Shares 383 Est. Cost $161.04 Unrealized -9.6%
ROP ROPER TECHNOLOGIES INC COM 0.0%
Value ($000) $60 Shares 153 Est. Cost $429.90 Unrealized -1.2%
EBAY EBAY INC. COM 0.0%
Value ($000) $60 Shares 1,435 Est. Cost $58.95 Unrealized -22.9%
NEM NEWMONT CORP COM 0.0%
Value ($000) $60 Shares 1,000 Est. Cost $63.27 Unrealized 0.0%
BIL SPDR BLOOMBERG 1-3 MONTH T-BILL ETF 0.0%
Value ($000) $59 Shares 650 Est. Cost $90.70 Unrealized
AMAT APPLIED MATLS INC COM 0.0%
Value ($000) $59 Shares 652 Est. Cost $129.71 Unrealized -18.2%
HON HONEYWELL INTL INC COM 0.0%
Value ($000) $57 Shares 328 Est. Cost $192.16 Unrealized -13.5%
CNI CANADIAN NATL RY CO COM 0.0%
Value ($000) $56 Shares 500 Est. Cost $101.55 Unrealized +7.0%
SPGI S&P GLOBAL INC COM 0.0%
Value ($000) $54 Shares 160 Est. Cost $369.84 Unrealized -6.5%
BHB BAR HBR BANKSHARES COM 0.0%
Value ($000) $54 Shares 2,100 Est. Cost $15.42 Unrealized +46.8%
ZBH ZIMMER BIOMET HOLDINGS INC COM 0.0%
Value ($000) $53 Shares 507 Est. Cost $153.43 Unrealized -25.1%
FTV FORTIVE CORP COM 0.0%
Value ($000) $52 Shares 963 Est. Cost $52.84 Unrealized -17.6%
QCOM QUALCOMM INC COM 0.0%
Value ($000) $52 Shares 406 Est. Cost $125.50 Unrealized -0.5%
TPICQ TPI COMPOSITES INC COM 0.0%
Value ($000) $52 Shares 4,179 Est. Cost $29.95 Unrealized -56.2%
SPYX SPDR S&P 500 FOSSIL FUEL RESERVES FREE ETF 0.0%
Value ($000) $51 Shares 556 Est. Cost $106.12 Unrealized
PLTR PALANTIR TECHNOLOGIES INC CL A 0.0%
Value ($000) $49 Shares 5,350 Est. Cost $13.34 Unrealized -25.9%
SBUX STARBUCKS CORP COM 0.0%
Value ($000) $48 Shares 625 Est. Cost $101.74 Unrealized -30.8%
ATLANTICA SUSTAINABLE INFR PLC SHS 0.0%
Value ($000) $48 Shares 1,500 Est. Cost $37.33 Unrealized
CE CELANESE CORP DEL COM 0.0%
Value ($000) $47 Shares 400 Est. Cost $142.81 Unrealized -5.4%
PANW PALO ALTO NETWORKS INC COM 0.0%
Value ($000) $45 Shares 91 Est. Cost $63.24 Unrealized +40.2%
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $45 Shares 815 Est. Cost $30.49 Unrealized -16.9%
L LOEWS CORP COM 0.0%
Value ($000) $45 Shares 763 Est. Cost $55.04 Unrealized +12.9%
VOT VANGUARD MID-CAP GROWTH INDEX FUND 0.0%
Value ($000) $45 Shares 254 Est. Cost $236.22 Unrealized
AROW ARROW FINL CORP COM 0.0%
Value ($000) $44 Shares 1,375 Est. Cost $28.72 Unrealized -8.4%
PFG PRINCIPAL FINANCIAL GROUP INC COM 0.0%
Value ($000) $44 Shares 659 Est. Cost $54.06 Unrealized +14.2%
BX BLACKSTONE INC COM 0.0%
Value ($000) $43 Shares 471 Est. Cost $76.25 Unrealized +26.0%
HPE HEWLETT PACKARD ENTERPRISE CO COM 0.0%
Value ($000) $42 Shares 3,200 Est. Cost $13.58 Unrealized +0.3%
DOW DOW INC COM 0.0%
Value ($000) $42 Shares 815 Est. Cost $50.93 Unrealized +1.7%
MDY SPDR S&P MIDCAP 400 ETF 0.0%
Value ($000) $41 Shares 100 Est. Cost $490.00 Unrealized
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.0%
Value ($000) $41 Shares 566 Est. Cost $75.97 Unrealized
TROW PRICE T ROWE GROUP INC COM 0.0%
Value ($000) $40 Shares 351 Est. Cost $162.15 Unrealized -33.9%
GWW GRAINGER W W INC COM 0.0%
Value ($000) $39 Shares 85 Est. Cost $419.26 Unrealized +12.0%
ADBE ADOBE SYSTEMS INCORPORATED COM 0.0%
Value ($000) $39 Shares 107 Est. Cost $513.14 Unrealized -20.7%
AMP AMERIPRISE FINL INC COM 0.0%
Value ($000) $39 Shares 166 Est. Cost $248.02 Unrealized +2.4%
INARI MED INC COM 0.0%
Value ($000) $39 Shares 568 Est. Cost $93.31 Unrealized
CAT CATERPILLAR INC COM 0.0%
Value ($000) $38 Shares 212 Est. Cost $211.85 Unrealized -6.9%
SMB VANECK SHORT MUNI ETF 0.0%
Value ($000) $38 Shares 2,216 Est. Cost $18.05 Unrealized
WPP WPP PLC NEW ADR 0.0%
Value ($000) $38 Shares 754 Est. Cost $66.71 Unrealized
WBD WARNER BROS DISCOVERY INC COM SER A 0.0%
Value ($000) $37 Shares 2,739 Est. Cost $18.55 Unrealized 0.0%
AGZ ISHARES AGENCY BOND ETF 0.0%
Value ($000) $37 Shares 335 Est. Cost $118.10 Unrealized
WESTERN AST INFL LKD OPP & INM COM 0.0%
Value ($000) $37 Shares 3,500 Est. Cost $13.09 Unrealized
ASML ASML HOLDING N V N Y REGISTRY SHS 0.0%
Value ($000) $36 Shares 75 Est. Cost $684.44 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.0%
Value ($000) $36 Shares 870 Est. Cost $51.47 Unrealized
EMBC EMBECTA CORP COMMON STOCK 0.0%
Value ($000) $35 Shares 1,370 Est. Cost $25.42 Unrealized 0.0%
BIIB BIOGEN INC COM 0.0%
Value ($000) $35 Shares 171 Est. Cost $286.34 Unrealized -28.6%
FAST FASTENAL CO COM 0.0%
Value ($000) $35 Shares 696 Est. Cost $23.29 Unrealized +5.8%
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $34 Shares 550 Est. Cost $62.05 Unrealized -12.8%
PAAS PAN AMERN SILVER CORP COM 0.0%
Value ($000) $33 Shares 1,700 Est. Cost $22.25 Unrealized +7.7%
IEFA ISHARES CORE MSCI EAFE ETF 0.0%
Value ($000) $33 Shares 555 Est. Cost $74.76 Unrealized
CSX CSX CORP COM 0.0%
Value ($000) $33 Shares 1,129 Est. Cost $30.82 Unrealized +0.4%
ELV ELEVANCE HEALTH INC COM 0.0%
Value ($000) $33 Shares 69 Est. Cost $432.66 Unrealized +8.5%
PIONEER NAT RES CO COM 0.0%
Value ($000) $32 Shares 142 Est. Cost $173.51 Unrealized
BALL BALL CORP COM 0.0%
Value ($000) $30 Shares 440 Est. Cost $81.56 Unrealized -11.6%
CTAS CINTAS CORP COM 0.0%
Value ($000) $30 Shares 80 Est. Cost $84.94 Unrealized +11.0%
PM PHILIP MORRIS INTL INC COM 0.0%
Value ($000) $30 Shares 301 Est. Cost $76.42 Unrealized +11.8%
TSLA TESLA INC COM 0.0%
Value ($000) $30 Shares 45 Est. Cost $219.14 Unrealized +24.6%
ETN EATON CORP PLC SHS 0.0%
Value ($000) $29 Shares 230 Est. Cost $146.57 Unrealized -9.5%
BAX BAXTER INTL INC COM 0.0%
Value ($000) $29 Shares 450 Est. Cost $75.68 Unrealized -12.2%
HMN HORACE MANN EDUCATORS CORP NEW COM 0.0%
Value ($000) $29 Shares 760 Est. Cost $39.84 Unrealized -2.2%
YUMC YUM CHINA HLDGS INC COM 0.0%
Value ($000) $29 Shares 600 Est. Cost $63.78 Unrealized -34.0%
CTVA CORTEVA INC COM 0.0%
Value ($000) $28 Shares 510 Est. Cost $43.79 Unrealized +27.4%
NUVEEN VIRGINIA QLTY MUNCPL FD COM 0.0%
Value ($000) $27 Shares 2,150 Est. Cost $17.21 Unrealized
CPER UNITED STATES COPPER INDEX FUND 0.0%
Value ($000) $27 Shares 1,200 Est. Cost $27.92 Unrealized
HOLX HOLOGIC INC COM 0.0%
Value ($000) $26 Shares 375 Est. Cost $66.85 Unrealized +11.0%
XYL XYLEM INC COM 0.0%
Value ($000) $25 Shares 324 Est. Cost $103.51 Unrealized -23.7%
PH PARKER-HANNIFIN CORP COM 0.0%
Value ($000) $25 Shares 100 Est. Cost $291.08 Unrealized -12.4%
IQV IQVIA HLDGS INC COM 0.0%
Value ($000) $25 Shares 114 Est. Cost $233.08 Unrealized -6.8%
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $25 Shares 400 Est. Cost $55.60 Unrealized +3.0%
MIDD MIDDLEBY CORP COM 0.0%
Value ($000) $25 Shares 200 Est. Cost $170.44 Unrealized -15.3%
AVGO BROADCOM INC COM 0.0%
Value ($000) $24 Shares 50 Est. Cost $47.10 Unrealized +11.2%
CB CHUBB LIMITED COM 0.0%
Value ($000) $24 Shares 120 Est. Cost $155.25 Unrealized +26.4%
BLACKROCK INC COM 0.0%
Value ($000) $24 Shares 40 Est. Cost $860.67 Unrealized
VGT VANGUARD INFORMATION TECHNOLOGY INDEX FUND 0.0%
Value ($000) $24 Shares 75 Est. Cost $400.00 Unrealized
OTIS OTIS WORLDWIDE CORP COM 0.0%
Value ($000) $22 Shares 312 Est. Cost $71.71 Unrealized -3.2%
LMT LOCKHEED MARTIN CORP COM 0.0%
Value ($000) $21 Shares 50 Est. Cost $338.54 Unrealized +17.5%
ADI ANALOG DEVICES INC COM 0.0%
Value ($000) $20 Shares 140 Est. Cost $147.67 Unrealized -0.0%
ADM ARCHER DANIELS MIDLAND CO COM 0.0%
Value ($000) $19 Shares 245 Est. Cost $57.39 Unrealized +36.7%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.0%
Value ($000) $19 Shares 69 Est. Cost $298.67 Unrealized -4.7%
AJG GALLAGHER ARTHUR J & CO COM 0.0%
Value ($000) $19 Shares 119 Est. Cost $156.75 Unrealized +2.2%
SO SOUTHERN CO COM 0.0%
Value ($000) $18 Shares 250 Est. Cost $53.77 Unrealized +19.6%
IIPR INNOVATIVE INDL PPTYS INC COM 0.0%
Value ($000) $18 Shares 167 Est. Cost $170.67 Unrealized
GLW CORNING INC COM 0.0%
Value ($000) $18 Shares 575 Est. Cost $35.71 Unrealized -13.0%
PSCT INVESCO S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO 0.0%
Value ($000) $17 Shares 150 Est. Cost $146.67 Unrealized
BAC BK OF AMERICA CORP COM 0.0%
Value ($000) $17 Shares 554 Est. Cost $37.24 Unrealized -12.1%
CRON CRONOS GROUP INC COM 0.0%
Value ($000) $17 Shares 6,000 Est. Cost $3.12 Unrealized 0.0%
MRSH MARSH & MCLENNAN COS INC COM 0.0%
Value ($000) $17 Shares 110 Est. Cost $135.86 Unrealized +11.7%
MLPX GLOBAL X MLP & ENERGY INFRASTRUCTURE ETF 0.0%
Value ($000) $17 Shares 439 Est. Cost $36.45 Unrealized
DOCU DOCUSIGN INC COM 0.0%
Value ($000) $17 Shares 300 Est. Cost $223.60 Unrealized -63.8%
EBC EASTERN BANKSHARES INC COM 0.0%
Value ($000) $17 Shares 900 Est. Cost $18.50 Unrealized -5.7%
CBU COMMUNITY BK SYS INC COM 0.0%
Value ($000) $16 Shares 246 Est. Cost $68.01 Unrealized -14.8%
UBER UBER TECHNOLOGIES INC COM 0.0%
Value ($000) $16 Shares 800 Est. Cost $27.83 Unrealized -4.6%
SBAC SBA COMMUNICATIONS CORP NEW CL A 0.0%
Value ($000) $16 Shares 51 Est. Cost $280.45 Unrealized +13.2%
SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF 0.0%
Value ($000) $15 Shares 252 Est. Cost $146.83 Unrealized
AON AON PLC SHS CL A 0.0%
Value ($000) $14 Shares 51 Est. Cost $236.31 Unrealized +18.5%
NUVEEN AMT FREE MUN CR INC FD COM 0.0%
Value ($000) $14 Shares 1,072 Est. Cost $17.72 Unrealized
EVOQUA WATER TECHNOLOGIES CORP COM 0.0%
Value ($000) $14 Shares 425 Est. Cost $32.94 Unrealized
CRBN ISHARES MSCI ACWI LOW CARBON TARGET ETF 0.0%
Value ($000) $14 Shares 100 Est. Cost $170.00 Unrealized
DE DEERE & CO COM 0.0%
Value ($000) $14 Shares 47 Est. Cost $330.84 Unrealized +5.7%
CDK GLOBAL INC COM 0.0%
Value ($000) $14 Shares 257 Est. Cost $51.28 Unrealized
DASH DOORDASH INC CL A 0.0%
Value ($000) $14 Shares 225 Est. Cost $79.42 Unrealized 0.0%
TJX TJX COS INC NEW COM 0.0%
Value ($000) $14 Shares 242 Est. Cost $63.23 Unrealized -9.2%
BBY BEST BUY INC COM 0.0%
Value ($000) $13 Shares 200 Est. Cost $94.95 Unrealized -26.5%
ES EVERSOURCE ENERGY COM 0.0%
Value ($000) $13 Shares 155 Est. Cost $72.67 Unrealized +5.0%
TSN TYSON FOODS INC CL A 0.0%
Value ($000) $13 Shares 155 Est. Cost $72.11 Unrealized +10.1%
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $13 Shares 175 Est. Cost $100.49 Unrealized -6.8%
KEY KEYCORP COM 0.0%
Value ($000) $13 Shares 729 Est. Cost $20.30 Unrealized -21.6%
TFC TRUIST FINL CORP COM 0.0%
Value ($000) $13 Shares 280 Est. Cost $47.21 Unrealized -13.6%
UNB UNION BANKSHARES INC COM 0.0%
Value ($000) $12 Shares 450 Est. Cost $33.44 Unrealized -13.2%
ORA ORMAT TECHNOLOGIES INC COM 0.0%
Value ($000) $12 Shares 150 Est. Cost $69.12 Unrealized +11.6%
IHI ISHARES U.S. MEDICAL DEVICES ETF 0.0%
Value ($000) $12 Shares 240 Est. Cost $110.42 Unrealized
STT STATE STR CORP COM 0.0%
Value ($000) $12 Shares 200 Est. Cost $72.44 Unrealized -14.0%
OXY OCCIDENTAL PETE CORP COM 0.0%
Value ($000) $12 Shares 200 Est. Cost $58.13 Unrealized 0.0%
LPLA LPL FINL HLDGS INC COM 0.0%
Value ($000) $12 Shares 63 Est. Cost $174.14 Unrealized +9.1%
ZM ZOOM VIDEO COMMUNICATIONS INC CL A 0.0%
Value ($000) $12 Shares 115 Est. Cost $333.04 Unrealized -68.3%
RSG REPUBLIC SVCS INC COM 0.0%
Value ($000) $12 Shares 90 Est. Cost $101.09 Unrealized +24.0%
BURCON NUTRASCIENCE CORP COM 0.0%
Value ($000) $12 Shares 30,600 Est. Cost $0.72 Unrealized
XLE ENERGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $11 Shares 152 Est. Cost $72.37 Unrealized
JBHT HUNT J B TRANS SVCS INC COM 0.0%
Value ($000) $11 Shares 67 Est. Cost $191.92 Unrealized -14.9%
TILRAY BRANDS INC COM CL 2 0.0%
Value ($000) $11 Shares 3,400 Est. Cost $3.24 Unrealized
TT TRANE TECHNOLOGIES PLC SHS 0.0%
Value ($000) $11 Shares 86 Est. Cost $155.76 Unrealized -15.1%
NULG NUVEEN ESG LARGE-CAP GROWTH ETF 0.0%
Value ($000) $11 Shares 233 Est. Cost $68.67 Unrealized
BYND BEYOND MEAT INC COM 0.0%
Value ($000) $10 Shares 430 Est. Cost $77.72 Unrealized -58.9%
ETSY ETSY INC COM 0.0%
Value ($000) $10 Shares 138 Est. Cost $91.30 Unrealized 0.0%
NYT NEW YORK TIMES CO CL A 0.0%
Value ($000) $10 Shares 374 Est. Cost $42.40 Unrealized -18.4%
LULU LULULEMON ATHLETICA INC COM 0.0%
Value ($000) $10 Shares 36 Est. Cost $329.33 Unrealized -2.7%
SPOT SPOTIFY TECHNOLOGY S A SHS 0.0%
Value ($000) $9 Shares 100 Est. Cost $112.76 Unrealized 0.0%
ADSK AUTODESK INC COM 0.0%
Value ($000) $9 Shares 54 Est. Cost $230.34 Unrealized -16.5%
OMC OMNICOM GROUP INC COM 0.0%
Value ($000) $9 Shares 136 Est. Cost $64.44 Unrealized +1.2%
OKE ONEOK INC NEW COM 0.0%
Value ($000) $9 Shares 155 Est. Cost $49.62 Unrealized +7.7%
ABNB AIRBNB INC COM CL A 0.0%
Value ($000) $9 Shares 96 Est. Cost $155.81 Unrealized -16.5%
VNT VONTIER CORPORATION COM 0.0%
Value ($000) $9 Shares 385 Est. Cost $32.94 Unrealized -22.2%
CANOPY GROWTH CORP COM 0.0%
Value ($000) $9 Shares 3,300 Est. Cost $2.73 Unrealized
ARKW ARK NEXT GENERATION INTERNET ETF 0.0%
Value ($000) $9 Shares 175 Est. Cost $154.29 Unrealized
SHOP SHOPIFY INC CL A 0.0%
Value ($000) $9 Shares 300 Est. Cost $42.70 Unrealized 0.0%
CC CHEMOURS CO COM 0.0%
Value ($000) $8 Shares 249 Est. Cost $28.09 Unrealized +14.7%
ALK ALASKA AIR GROUP INC COM 0.0%
Value ($000) $8 Shares 200 Est. Cost $51.67 Unrealized -5.5%
TWLO TWILIO INC CL A 0.0%
Value ($000) $8 Shares 100 Est. Cost $196.97 Unrealized -43.2%
IRWD IRONWOOD PHARMACEUTICALS INC COM CL A 0.0%
Value ($000) $8 Shares 702 Est. Cost $11.45 Unrealized +2.9%
CHTR CHARTER COMMUNICATIONS INC NEW CL A 0.0%
Value ($000) $7 Shares 14 Est. Cost $662.39 Unrealized -26.4%
ARMK ARAMARK COM 0.0%
Value ($000) $7 Shares 221 Est. Cost $24.86 Unrealized -5.0%
PGR PROGRESSIVE CORP COM 0.0%
Value ($000) $7 Shares 58 Est. Cost $85.34 Unrealized +21.1%
VTRS VIATRIS INC COM 0.0%
Value ($000) $7 Shares 702 Est. Cost $11.85 Unrealized -21.6%
NXPI NXP SEMICONDUCTORS N V COM 0.0%
Value ($000) $7 Shares 46 Est. Cost $183.95 Unrealized -12.0%
QRVO QORVO INC COM 0.0%
Value ($000) $7 Shares 70 Est. Cost $184.45 Unrealized -41.5%
PLUG PLUG POWER INC COM NEW 0.0%
Value ($000) $7 Shares 450 Est. Cost $29.01 Unrealized -31.6%
FIS FIDELITY NATL INFORMATION SVCS COM 0.0%
Value ($000) $7 Shares 75 Est. Cost $133.35 Unrealized -32.1%
SKYY FIRST TR EXCHANGE TRADED FD II CLOUD COMPUTING 0.0%
Value ($000) $7 Shares 101 Est. Cost $108.91 Unrealized
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $7 Shares 250 Est. Cost $28.00 Unrealized
HAS HASBRO INC COM 0.0%
Value ($000) $6 Shares 74 Est. Cost $79.64 Unrealized -7.2%
OPK OPKO HEALTH INC COM 0.0%
Value ($000) $6 Shares 2,500 Est. Cost $3.92 Unrealized -25.6%
AAP ADVANCE AUTO PARTS INC COM 0.0%
Value ($000) $6 Shares 35 Est. Cost $186.49 Unrealized -3.2%
VTI VANGUARD TOTAL STOCK MARKET INDEX FUND 0.0%
Value ($000) $6 Shares 32 Est. Cost $218.75 Unrealized
MASI MASIMO CORP COM 0.0%
Value ($000) $6 Shares 49 Est. Cost $228.17 Unrealized -41.4%
COF CAPITAL ONE FINL CORP COM 0.0%
Value ($000) $6 Shares 53 Est. Cost $138.58 Unrealized -17.4%
META META PLATFORMS INC CL A 0.0%
Value ($000) $6 Shares 40 Est. Cost $248.19 Unrealized -22.8%
XMFVX MFS SPL VALUE TR SH BEN INT 0.0%
Value ($000) $6 Shares 1,325 Est. Cost $6.79 Unrealized
MWA MUELLER WTR PRODS INC COM SER A 0.0%
Value ($000) $6 Shares 500 Est. Cost $13.34 Unrealized -14.8%
CORE LABORATORIES N V COM 0.0%
Value ($000) $5 Shares 262 Est. Cost $38.17 Unrealized
JSTC ADASINA SOCIAL JUSTICE ALL CAP GLOBAL ETF 0.0%
Value ($000) $5 Shares 320 Est. Cost $15.63 Unrealized
ATLASSIAN CORP PLC CL A 0.0%
Value ($000) $5 Shares 25 Est. Cost $255.28 Unrealized
REGN REGENERON PHARMACEUTICALS COM 0.0%
Value ($000) $5 Shares 8 Est. Cost $617.39 Unrealized +4.7%
SMART GLOBAL HLDGS INC SHS 0.0%
Value ($000) $5 Shares 324 Est. Cost $37.04 Unrealized
AMN AMN HEALTHCARE SVCS INC COM 0.0%
Value ($000) $5 Shares 50 Est. Cost $103.82 Unrealized -4.6%
DEO DIAGEO PLC SPON ADR NEW 0.0%
Value ($000) $5 Shares 27 Est. Cost $195.40 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.0%
Value ($000) $5 Shares 58 Est. Cost $120.37 Unrealized
SMOG VANECK VECTORS LOW CARBON ENERGY ETF 0.0%
Value ($000) $5 Shares 41 Est. Cost $146.34 Unrealized
IVV ISHARES CORE S&P 500 ETF 0.0%
Value ($000) $5 Shares 12 Est. Cost $443.92 Unrealized
AME AMETEK INC COM 0.0%
Value ($000) $4 Shares 34 Est. Cost $129.89 Unrealized -8.7%
DISCOVER FINL SVCS COM 0.0%
Value ($000) $4 Shares 40 Est. Cost $125.00 Unrealized
BA BOEING CO COM 0.0%
Value ($000) $4 Shares 26 Est. Cost $241.76 Unrealized -39.0%
XYZ BLOCK INC CL A 0.0%
Value ($000) $4 Shares 60 Est. Cost $141.61 Unrealized -35.5%
APTIV PLC SHS 0.0%
Value ($000) $4 Shares 43 Est. Cost $139.53 Unrealized
CCI CROWN CASTLE INTL CORP NEW COM 0.0%
Value ($000) $3 Shares 20 Est. Cost $152.47 Unrealized -1.5%
STNE STONECO LTD COM CL A 0.0%
Value ($000) $3 Shares 330 Est. Cost $17.08 Unrealized
AIG AMERICAN INTL GROUP INC COM NEW 0.0%
Value ($000) $3 Shares 50 Est. Cost $55.04 Unrealized -2.9%
WDAY WORKDAY INC CL A 0.0%
Value ($000) $3 Shares 18 Est. Cost $240.49 Unrealized -24.4%
MCO MOODYS CORP COM 0.0%
Value ($000) $3 Shares 10 Est. Cost $320.24 Unrealized -9.4%
SNOW SNOWFLAKE INC CL A 0.0%
Value ($000) $3 Shares 20 Est. Cost $232.63 Unrealized -31.9%
CRL CHARLES RIV LABS INTL INC COM 0.0%
Value ($000) $3 Shares 14 Est. Cost $308.36 Unrealized -20.8%
BF/A BROWN FORMAN CORP CL A 0.0%
Value ($000) $3 Shares 45 Est. Cost $64.80 Unrealized -8.7%
BF/B BROWN FORMAN CORP CL B 0.0%
Value ($000) $2 Shares 25 Est. Cost $69.34 Unrealized -9.8%
BKNG BOOKING HOLDINGS INC COM 0.0%
Value ($000) $2 Shares 1 Est. Cost $2296.54 Unrealized -8.6%
NUSC NUVEEN ESG SMALL-CAP ETF 0.0%
Value ($000) $2 Shares 60 Est. Cost $50.00 Unrealized
GEN NORTONLIFELOCK INC COM 0.0%
Value ($000) $2 Shares 100 Est. Cost $22.60 Unrealized +0.6%
TTCFQ TATTOOED CHEF INC COM CL A 0.0%
Value ($000) $2 Shares 350 Est. Cost $19.61 Unrealized -59.3%
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.0%
Value ($000) $2 Shares 20 Est. Cost $250.00 Unrealized
COIN COINBASE GLOBAL INC COM CL A 0.0%
Value ($000) $2 Shares 40 Est. Cost $95.18 Unrealized 0.0%
LUV SOUTHWEST AIRLS CO COM 0.0%
Value ($000) $2 Shares 50 Est. Cost $55.76 Unrealized -28.3%
AMT AMERICAN TOWER CORP NEW COM 0.0%
Value ($000) $2 Shares 6 Est. Cost $214.86 Unrealized +3.4%
CRTO CRITEO S A SPONS ADS 0.0%
Value ($000) $2 Shares 100 Est. Cost $50.00 Unrealized
SCO PROSHARES ULTRASHORT BLOOMBERG CRUDE OIL 0.0%
Value ($000) $2 Shares 100 Est. Cost $20.00 Unrealized
COCRYSTAL PHARMA INC COM 0.0%
Value ($000) $2 Shares 5,000 Est. Cost $1.20 Unrealized
ZIMVIE INC COM 0.0%
Value ($000) $1 Shares 41 Est. Cost $20.41 Unrealized
MET METLIFE INC COM 0.0%
Value ($000) $1 Shares 22 Est. Cost $53.84 Unrealized +10.1%
WORKHORSE GROUP INC COM NEW 0.0%
Value ($000) $1 Shares 200 Est. Cost $15.00 Unrealized
INSM INSMED INC COM PAR $.01 0.0%
Value ($000) $1 Shares 59 Est. Cost $29.68 Unrealized -29.4%
AEA-BRIDGES IMPACT CORP UNIT 0.0%
Value ($000) $1 Shares 100 Est. Cost $10.00 Unrealized
ARKK ARK INNOVATION ETF 0.0%
Value ($000) $1 Shares 29 Est. Cost $34.48 Unrealized
GRWG GROWGENERATION CORP COM 0.0%
Value ($000) $1 Shares 200 Est. Cost $35.34 Unrealized -83.9%
OGS ONE GAS INC COM 0.0%
Value ($000) $1 Shares 17 Est. Cost $80.54 Unrealized +6.3%
GM GENERAL MTRS CO COM 0.0%
Value ($000) $1 Shares 18 Est. Cost $56.71 Unrealized -36.2%
CYCLERION THERAPEUTICS INC COM 0.0%
Value ($000) $0 Shares 115 Est. Cost Unrealized
THE VALENS COMPANY INC COM NEW 0.0%
Value ($000) $0 Shares 666 Est. Cost $3.00 Unrealized
MUSTANG BIO INC COM 0.0%
Value ($000) $0 Shares 7 Est. Cost Unrealized
MO ALTRIA GROUP INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $33.98 Unrealized +13.2%