Clean Yield Group Diversified Active

CIK: 0001525865 · Show all filings

Period: Q3 2022 (← Previous) (Next →)

Filing Date: Oct 31, 2022

Total Value ($000): $215,476 (100.0% shares, 0.0% debt)

Holdings (468)

AAPL APPLE INC COM 5.2%
Value ($000) $11,274 Shares 81,574 Est. Cost $90.93 Unrealized +69.7%
UNILEVER PLC SPON ADR NEW 3.6%
Value ($000) $7,834 Shares 178,695 Est. Cost $56.49 Unrealized
VOD VODAFONE GROUP PLC NEW SPONSORED ADR 3.1%
Value ($000) $6,585 Shares 581,174 Est. Cost $17.80 Unrealized
TAK TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS 3.1%
Value ($000) $6,577 Shares 507,128 Est. Cost $14.14 Unrealized
PHYSICIANS RLTY TR COM 2.8%
Value ($000) $6,103 Shares 405,817 Est. Cost $16.70 Unrealized
GSK GSK PLC SPONSORED ADR 2.7%
Value ($000) $5,822 Shares 197,839 Est. Cost $29.43 Unrealized
TU TELUS CORPORATION COM 2.6%
Value ($000) $5,666 Shares 285,299 Est. Cost $18.00 Unrealized +24.0%
SFM SPROUTS FMRS MKT INC COM 2.6%
Value ($000) $5,665 Shares 204,149 Est. Cost $22.17 Unrealized +28.1%
HASI HANNON ARMSTRONG SUST INFR CAP COM 2.3%
Value ($000) $4,941 Shares 165,073 Est. Cost $17.33 Unrealized +75.7%
HTO SJW GROUP COM 2.3%
Value ($000) $4,905 Shares 85,150 Est. Cost $64.75 Unrealized -0.6%
SNN SMITH & NEPHEW PLC SPDN ADR NEW 2.2%
Value ($000) $4,816 Shares 207,408 Est. Cost $31.94 Unrealized
DOC HEALTHPEAK PROPERTIES INC COM 2.1%
Value ($000) $4,632 Shares 202,077 Est. Cost $24.50 Unrealized -11.9%
GIS GENERAL MLS INC COM 2.0%
Value ($000) $4,267 Shares 55,704 Est. Cost $34.84 Unrealized +94.5%
JNJ JOHNSON & JOHNSON COM 2.0%
Value ($000) $4,208 Shares 25,757 Est. Cost $74.45 Unrealized +105.4%
ADP AUTOMATIC DATA PROCESSING INC COM 1.7%
Value ($000) $3,659 Shares 16,176 Est. Cost $52.76 Unrealized +315.2%
HR HEALTHCARE RLTY TR CL A COM 1.6%
Value ($000) $3,465 Shares 166,202 Est. Cost $20.85 Unrealized
HIFS HINGHAM INSTN SVGS MASS COM 1.5%
Value ($000) $3,310 Shares 13,182 Est. Cost $138.73 Unrealized +101.6%
STAG STAG INDL INC COM 1.5%
Value ($000) $3,205 Shares 112,726 Est. Cost $31.93 Unrealized
NOMD NOMAD FOODS LTD USD ORD SHS 1.4%
Value ($000) $3,078 Shares 216,748 Est. Cost $21.86 Unrealized -17.6%
CAC CAMDEN NATL CORP COM 1.4%
Value ($000) $3,044 Shares 71,460 Est. Cost $25.70 Unrealized +50.5%
MSFT MICROSOFT CORP COM 1.4%
Value ($000) $3,033 Shares 13,022 Est. Cost $34.34 Unrealized +648.0%
CL COLGATE PALMOLIVE CO COM 1.4%
Value ($000) $3,013 Shares 42,892 Est. Cost $55.63 Unrealized +30.2%
FSLR FIRST SOLAR INC COM 1.3%
Value ($000) $2,846 Shares 21,515 Est. Cost $63.81 Unrealized +67.9%
CSCO CISCO SYS INC COM 1.3%
Value ($000) $2,813 Shares 70,337 Est. Cost $27.19 Unrealized +47.3%
IBM INTERNATIONAL BUSINESS MACHS COM 1.3%
Value ($000) $2,807 Shares 23,630 Est. Cost $108.13 Unrealized +6.9%
ELME ELME COMMUNITIES SH BEN INT 1.2%
Value ($000) $2,654 Shares 151,143 Est. Cost $23.70 Unrealized
MKC MCCORMICK & CO INC COM NON VTG 1.2%
Value ($000) $2,640 Shares 37,044 Est. Cost $56.24 Unrealized +37.7%
PG PROCTER AND GAMBLE CO COM 1.2%
Value ($000) $2,624 Shares 20,783 Est. Cost $71.18 Unrealized +83.5%
AMGN AMGEN INC COM 1.2%
Value ($000) $2,551 Shares 11,317 Est. Cost $97.40 Unrealized +123.7%
CHKP CHECK POINT SOFTWARE TECH LTD ORD 1.1%
Value ($000) $2,447 Shares 21,843 Est. Cost $115.43 Unrealized +4.8%
SPY SPDR S&P 500 ETF TRUST 1.0%
Value ($000) $2,249 Shares 6,300 Est. Cost $212.27 Unrealized
NVO NOVO-NORDISK A S ADR 1.0%
Value ($000) $2,169 Shares 21,766 Est. Cost $50.87 Unrealized
KRC KILROY RLTY CORP COM 1.0%
Value ($000) $2,141 Shares 50,853 Est. Cost $66.00 Unrealized
OGN ORGANON & CO COMMON STOCK 1.0%
Value ($000) $2,109 Shares 90,109 Est. Cost $25.83 Unrealized -0.7%
HAIN HAIN CELESTIAL GROUP INC 1.0%
Value ($000) $2,100 Shares 124,435 Est. Cost $29.44 Unrealized -27.0%
BDX BECTON DICKINSON & CO COM 0.9%
Value ($000) $1,899 Shares 8,521 Est. Cost $79.22 Unrealized +196.0%
DGX QUEST DIAGNOSTICS INC COM 0.9%
Value ($000) $1,870 Shares 15,245 Est. Cost $87.45 Unrealized +41.0%
AMAL AMALGAMATED FINANCIAL CORP COM 0.9%
Value ($000) $1,853 Shares 82,183 Est. Cost $14.13 Unrealized +48.5%
PEP PEPSICO INC COM 0.8%
Value ($000) $1,794 Shares 10,987 Est. Cost $93.24 Unrealized +65.6%
AMRC AMERESCO INC CL A 0.8%
Value ($000) $1,767 Shares 26,572 Est. Cost $10.60 Unrealized +479.2%
INTU INTUIT COM 0.8%
Value ($000) $1,723 Shares 4,449 Est. Cost $73.54 Unrealized +474.7%
TMO THERMO FISHER SCIENTIFIC INC COM 0.8%
Value ($000) $1,668 Shares 3,289 Est. Cost $94.23 Unrealized +488.1%
ITW ILLINOIS TOOL WKS INC COM 0.7%
Value ($000) $1,574 Shares 8,714 Est. Cost $50.28 Unrealized +261.3%
AWK AMERICAN WTR WKS CO INC NEW COM 0.7%
Value ($000) $1,555 Shares 11,948 Est. Cost $38.80 Unrealized +260.8%
EXPD EXPEDITORS INTL WASH INC COM 0.7%
Value ($000) $1,507 Shares 17,070 Est. Cost $34.81 Unrealized +175.8%
GRNB VANECK GREEN BOND ETF 0.7%
Value ($000) $1,478 Shares 65,721 Est. Cost $27.18 Unrealized
UTMD UTAH MED PRODS INC COM 0.6%
Value ($000) $1,366 Shares 16,014 Est. Cost $60.64 Unrealized +45.6%
LLY LILLY ELI & CO COM 0.6%
Value ($000) $1,262 Shares 3,904 Est. Cost $128.23 Unrealized +140.2%
NOK NOKIA CORP SPONSORED ADR 0.6%
Value ($000) $1,218 Shares 285,227 Est. Cost $4.15 Unrealized
HD HOME DEPOT INC 0.5%
Value ($000) $1,185 Shares 4,293 Est. Cost $145.43 Unrealized +86.1%
SYK STRYKER CORPORATION COM 0.5%
Value ($000) $1,111 Shares 5,484 Est. Cost $75.47 Unrealized +169.0%
GOOGL ALPHABET CLASS A 0.5%
Value ($000) $1,048 Shares 10,960 Est. Cost $107.84 Unrealized +2.1%
USB US BANCORP DEL COM NEW 0.5%
Value ($000) $1,046 Shares 25,944 Est. Cost $39.00 Unrealized +0.6%
MRK MERCK & CO INC COM 0.5%
Value ($000) $986 Shares 11,453 Est. Cost $43.42 Unrealized +85.2%
MAA MID-AMER APT CMNTYS INC COM 0.5%
Value ($000) $971 Shares 6,262 Est. Cost $71.31 Unrealized +111.7%
UMPQUA HLDGS CORP COM 0.4%
Value ($000) $947 Shares 55,418 Est. Cost $10.86 Unrealized
SJM SMUCKER J M CO COM NEW 0.4%
Value ($000) $913 Shares 6,644 Est. Cost $70.70 Unrealized +71.5%
SCHW SCHWAB CHARLES CORP COM 0.4%
Value ($000) $837 Shares 11,644 Est. Cost $16.64 Unrealized +297.8%
TLT ISHARES 20 YEAR TREASURY BOND ETF 0.4%
Value ($000) $814 Shares 7,950 Est. Cost $120.27 Unrealized
KD KYNDRYL HLDGS INC COMMON STOCK 0.4%
Value ($000) $801 Shares 96,797 Est. Cost $16.89 Unrealized -38.4%
TRMB TRIMBLE INC COM 0.4%
Value ($000) $788 Shares 14,521 Est. Cost $41.50 Unrealized +52.4%
KAI KADANT INC COM 0.3%
Value ($000) $722 Shares 4,328 Est. Cost $40.14 Unrealized +356.0%
CWT CALIFORNIA WTR SVC GROUP COM 0.3%
Value ($000) $705 Shares 13,385 Est. Cost $16.53 Unrealized +226.9%
ABBV ABBVIE INC COM 0.3%
Value ($000) $688 Shares 5,127 Est. Cost $86.03 Unrealized +47.8%
MSEX MIDDLESEX WTR CO COM 0.3%
Value ($000) $687 Shares 8,900 Est. Cost $24.80 Unrealized +261.0%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.3%
Value ($000) $683 Shares 2,559 Est. Cost $155.74 Unrealized +82.7%
ABT ABBOTT LABS COM 0.3%
Value ($000) $681 Shares 7,037 Est. Cost $90.01 Unrealized +11.1%
SPY SPDR S&P 500 ETF TRUST 0.3%
Value ($000) $643 Shares 1,800 Est. Cost $212.27 Unrealized
TXN TEXAS INSTRS INC COM 0.3%
Value ($000) $638 Shares 4,123 Est. Cost $48.62 Unrealized +211.9%
WTRG ESSENTIAL UTILS INC COM 0.3%
Value ($000) $634 Shares 15,326 Est. Cost $47.18 Unrealized +2.7%
HLIO HELIOS TECHNOLOGIES INC COM 0.3%
Value ($000) $626 Shares 12,379 Est. Cost $46.71 Unrealized +29.4%
NEE NEXTERA ENERGY INC COM 0.3%
Value ($000) $626 Shares 7,980 Est. Cost $64.50 Unrealized +19.6%
SCHO SCHWAB SHORT-TERM US TREASURY ETF 0.3%
Value ($000) $623 Shares 12,900 Est. Cost $48.75 Unrealized
PFE PFIZER INC COM 0.3%
Value ($000) $613 Shares 14,012 Est. Cost $20.51 Unrealized +97.0%
UNH UNITEDHEALTH GROUP INC COM 0.3%
Value ($000) $609 Shares 1,206 Est. Cost $384.89 Unrealized +28.6%
SNY SANOFI SPONSORED ADR 0.3%
Value ($000) $581 Shares 15,282 Est. Cost $43.02 Unrealized
TSCO TRACTOR SUPPLY CO COM 0.3%
Value ($000) $570 Shares 3,069 Est. Cost $10.91 Unrealized +236.2%
A AGILENT TECHNOLOGIES INC COM 0.2%
Value ($000) $538 Shares 4,427 Est. Cost $68.24 Unrealized +83.8%
QQQ INVESCO QQQ TRUST 0.2%
Value ($000) $535 Shares 2,000 Est. Cost $199.99 Unrealized
VZ VERIZON COMMUNICATIONS INC COM 0.2%
Value ($000) $525 Shares 13,826 Est. Cost $29.31 Unrealized +22.0%
PLD PROLOGIS INC. COM 0.2%
Value ($000) $514 Shares 5,060 Est. Cost $73.85 Unrealized +50.9%
MMM 3M CO COM 0.2%
Value ($000) $502 Shares 4,543 Est. Cost $105.16 Unrealized -8.3%
GOOG ALPHABET INC CAP STK CL C 0.2%
Value ($000) $500 Shares 5,200 Est. Cost $109.69 Unrealized +1.0%
SLV ISHARES SILVER TRUST 0.2%
Value ($000) $495 Shares 28,305 Est. Cost $18.96 Unrealized
HUBB HUBBELL INC COM 0.2%
Value ($000) $478 Shares 2,145 Est. Cost $76.44 Unrealized +161.6%
AEM AGNICO EAGLE MINES LTD COM 0.2%
Value ($000) $476 Shares 11,265 Est. Cost $47.70 Unrealized -17.3%
PAYX PAYCHEX INC COM 0.2%
Value ($000) $436 Shares 3,883 Est. Cost $66.68 Unrealized +68.1%
AXP AMERICAN EXPRESS CO COM 0.2%
Value ($000) $427 Shares 3,167 Est. Cost $92.51 Unrealized +56.7%
DIS DISNEY WALT CO COM 0.2%
Value ($000) $416 Shares 4,415 Est. Cost $66.54 Unrealized +57.1%
TGT TARGET CORP COM 0.2%
Value ($000) $403 Shares 2,713 Est. Cost $90.16 Unrealized +58.5%
XOM EXXON MOBIL CORP COM 0.2%
Value ($000) $401 Shares 4,597 Est. Cost $55.50 Unrealized +46.6%
VMBS VANGUARD MORTGAGE-BACKED SECURITIES ETF 0.2%
Value ($000) $400 Shares 8,865 Est. Cost $53.94 Unrealized
GPC GENUINE PARTS CO COM 0.2%
Value ($000) $396 Shares 2,655 Est. Cost $63.38 Unrealized +116.8%
ORLY OREILLY AUTOMOTIVE INC COM 0.2%
Value ($000) $394 Shares 560 Est. Cost $25.36 Unrealized +83.9%
AFL AFLAC INC COM 0.2%
Value ($000) $391 Shares 6,957 Est. Cost $43.70 Unrealized +24.9%
KEYS KEYSIGHT TECHNOLOGIES INC COM 0.2%
Value ($000) $370 Shares 2,354 Est. Cost $92.41 Unrealized +73.2%
SYY SYSCO CORP COM 0.2%
Value ($000) $369 Shares 5,225 Est. Cost $27.22 Unrealized +178.2%
IEF ISHARES 7-10 YEAR TREASURY BOND ETF 0.2%
Value ($000) $336 Shares 3,500 Est. Cost $96.00 Unrealized
HLN HALEON PLC SPON ADS 0.2%
Value ($000) $328 Shares 53,798 Est. Cost $6.10 Unrealized
AZN ASTRAZENECA PLC SPONSORED ADR 0.2%
Value ($000) $324 Shares 5,900 Est. Cost $44.88 Unrealized
KO COCA COLA CO COM 0.1%
Value ($000) $320 Shares 5,711 Est. Cost $35.67 Unrealized +57.2%
LOW LOWES COS INC COM 0.1%
Value ($000) $318 Shares 1,692 Est. Cost $95.88 Unrealized +90.2%
COST COSTCO WHSL CORP NEW COM 0.1%
Value ($000) $308 Shares 652 Est. Cost $249.80 Unrealized +99.4%
INTC INTEL CORP COM 0.1%
Value ($000) $303 Shares 11,755 Est. Cost $40.15 Unrealized -19.5%
UNP UNION PAC CORP COM 0.1%
Value ($000) $302 Shares 1,548 Est. Cost $148.96 Unrealized +37.1%
CI CIGNA CORP NEW COM 0.1%
Value ($000) $295 Shares 1,063 Est. Cost $199.27 Unrealized +32.9%
CVS CVS HEALTH CORP COM 0.1%
Value ($000) $292 Shares 3,066 Est. Cost $62.17 Unrealized +41.0%
WLY WILEY JOHN & SONS INC CL A 0.1%
Value ($000) $280 Shares 7,450 Est. Cost $30.45 Unrealized +37.3%
BMY BRISTOL-MYERS SQUIBB CO COM 0.1%
Value ($000) $279 Shares 3,926 Est. Cost $42.60 Unrealized +46.2%
MCD MCDONALDS CORP COM 0.1%
Value ($000) $277 Shares 1,200 Est. Cost $212.95 Unrealized +10.9%
APD AIR PRODS & CHEMS INC COM 0.1%
Value ($000) $265 Shares 1,137 Est. Cost $255.09 Unrealized -11.3%
AMZN AMAZON COM INC COM 0.1%
Value ($000) $260 Shares 2,300 Est. Cost $124.02 Unrealized +1.9%
DHR DANAHER CORPORATION COM 0.1%
Value ($000) $245 Shares 948 Est. Cost $130.94 Unrealized +83.8%
HSY HERSHEY CO COM 0.1%
Value ($000) $243 Shares 1,100 Est. Cost $90.02 Unrealized +128.0%
MTD METTLER TOLEDO INTERNATIONAL COM 0.1%
Value ($000) $233 Shares 215 Est. Cost $752.79 Unrealized +65.1%
NVDA NVIDIA CORPORATION COM 0.1%
Value ($000) $223 Shares 1,836 Est. Cost $16.91 Unrealized -6.6%
WALGREENS BOOTS ALLIANCE INC COM 0.1%
Value ($000) $220 Shares 7,000 Est. Cost $66.35 Unrealized
CITRIX SYS INC COM 0.1%
Value ($000) $218 Shares 2,095 Est. Cost $62.84 Unrealized
CHD CHURCH & DWIGHT CO INC COM 0.1%
Value ($000) $210 Shares 2,942 Est. Cost $54.44 Unrealized +52.2%
WMT WALMART INC COM 0.1%
Value ($000) $208 Shares 1,600 Est. Cost $44.30 Unrealized -5.2%
MA MASTERCARD INCORPORATED CL A 0.1%
Value ($000) $205 Shares 720 Est. Cost $357.74 Unrealized -9.1%
CMCSA COMCAST CORP NEW CL A 0.1%
Value ($000) $205 Shares 6,976 Est. Cost $37.81 Unrealized -10.9%
WTS WATTS WATER TECHNOLOGIES INC CL A 0.1%
Value ($000) $201 Shares 1,596 Est. Cost $132.14 Unrealized +2.8%
QQQ INVESCO QQQ TRUST 0.1%
Value ($000) $192 Shares 720 Est. Cost $199.99 Unrealized
VTV VANGUARD VALUE ETF 0.1%
Value ($000) $192 Shares 1,555 Est. Cost $118.79 Unrealized
LABORATORY CORP AMER HLDGS COM NEW 0.1%
Value ($000) $189 Shares 923 Est. Cost $172.24 Unrealized
AYI ACUITY BRANDS INC COM 0.1%
Value ($000) $186 Shares 1,180 Est. Cost $105.69 Unrealized +58.5%
RNR RENAISSANCERE HLDGS LTD COM 0.1%
Value ($000) $185 Shares 1,320 Est. Cost $187.77 Unrealized -26.1%
T AT&T INC COM 0.1%
Value ($000) $185 Shares 12,054 Est. Cost $13.67 Unrealized +10.4%
WAT WATERS CORP COM 0.1%
Value ($000) $181 Shares 670 Est. Cost $97.66 Unrealized +226.9%
UPS UNITED PARCEL SERVICE INC CL B 0.1%
Value ($000) $181 Shares 1,121 Est. Cost $79.90 Unrealized +100.9%
JPM JPMORGAN CHASE & CO COM 0.1%
Value ($000) $179 Shares 1,717 Est. Cost $98.50 Unrealized +7.2%
GE GENERAL ELECTRIC CO COM NEW 0.1%
Value ($000) $177 Shares 2,866 Est. Cost $62.95 Unrealized -31.4%
VUSB VANGUARD ULTRA-SHORT BOND ETF 0.1%
Value ($000) $176 Shares 3,595 Est. Cost $49.13 Unrealized
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.1%
Value ($000) $172 Shares 1,452 Est. Cost $148.24 Unrealized
VUG VANGUARD GROWTH ETF 0.1%
Value ($000) $172 Shares 803 Est. Cost $253.53 Unrealized
VO VANGUARD MID-CAP ETF 0.1%
Value ($000) $171 Shares 908 Est. Cost $237.60 Unrealized
GLD SPDR GOLD SHARES 0.1%
Value ($000) $170 Shares 1,096 Est. Cost $165.49 Unrealized
NKE NIKE INC CL B 0.1%
Value ($000) $169 Shares 2,031 Est. Cost $53.06 Unrealized +91.4%
LKFN LAKELAND FINL CORP COM 0.1%
Value ($000) $164 Shares 2,250 Est. Cost $36.85 Unrealized +81.3%
WAB WABTEC COM 0.1%
Value ($000) $159 Shares 1,960 Est. Cost $79.30 Unrealized +9.3%
KMB KIMBERLY-CLARK CORP COM 0.1%
Value ($000) $156 Shares 1,387 Est. Cost $112.39 Unrealized +1.7%
HIW HIGHWOODS PPTYS INC COM 0.1%
Value ($000) $152 Shares 5,650 Est. Cost $43.21 Unrealized
WEC WEC ENERGY GROUP INC COM 0.1%
Value ($000) $149 Shares 1,670 Est. Cost $80.62 Unrealized +12.5%
VTEB VANGUARD TAX-EXEMPT BOND ETF 0.1%
Value ($000) $149 Shares 3,098 Est. Cost $55.22 Unrealized
WOLFSPEED INC COM 0.1%
Value ($000) $147 Shares 1,425 Est. Cost $81.11 Unrealized
ANSYS INC COM 0.1%
Value ($000) $147 Shares 662 Est. Cost $206.11 Unrealized
XRAY DENTSPLY SIRONA INC COM 0.1%
Value ($000) $145 Shares 5,105 Est. Cost $41.15 Unrealized -16.9%
WY WEYERHAEUSER CO MTN BE COM NEW 0.1%
Value ($000) $140 Shares 4,896 Est. Cost $30.53 Unrealized -1.4%
TRV TRAVELERS COMPANIES INC COM 0.1%
Value ($000) $138 Shares 900 Est. Cost $141.30 Unrealized +7.7%
BSV VANGUARD SHORT-TERM BOND ETF 0.1%
Value ($000) $138 Shares 1,849 Est. Cost $76.80 Unrealized
MCK MCKESSON CORP COM 0.1%
Value ($000) $135 Shares 397 Est. Cost $188.10 Unrealized +81.4%
RTX RAYTHEON TECHNOLOGIES CORP COM 0.1%
Value ($000) $134 Shares 1,634 Est. Cost $76.41 Unrealized +9.7%
VITL VITAL FARMS INC COM 0.1%
Value ($000) $132 Shares 11,002 Est. Cost $17.84 Unrealized -33.2%
IRM IRON MTN INC DEL COM 0.1%
Value ($000) $132 Shares 3,000 Est. Cost $34.67 Unrealized +28.3%
PYPL PAYPAL HLDGS INC COM 0.1%
Value ($000) $131 Shares 1,527 Est. Cost $152.13 Unrealized -41.8%
MCHP MICROCHIP TECHNOLOGY INC. COM 0.1%
Value ($000) $130 Shares 2,127 Est. Cost $71.51 Unrealized -15.2%
WM WASTE MGMT INC DEL COM 0.1%
Value ($000) $127 Shares 792 Est. Cost $133.50 Unrealized +17.2%
IDA IDACORP INC COM 0.1%
Value ($000) $126 Shares 1,270 Est. Cost $100.24 Unrealized +8.7%
ARE ALEXANDRIA REAL ESTATE EQ INC COM 0.1%
Value ($000) $123 Shares 880 Est. Cost $144.30 Unrealized -10.1%
VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 0.1%
Value ($000) $122 Shares 1,638 Est. Cost $82.77 Unrealized
CVX CHEVRON CORP NEW COM 0.1%
Value ($000) $121 Shares 843 Est. Cost $95.64 Unrealized +38.9%
ORCL ORACLE CORP COM 0.1%
Value ($000) $119 Shares 1,952 Est. Cost $77.81 Unrealized -9.8%
NSC NORFOLK SOUTHN CORP COM 0.1%
Value ($000) $119 Shares 566 Est. Cost $250.29 Unrealized -11.0%
FDX FEDEX CORP COM 0.1%
Value ($000) $118 Shares 795 Est. Cost $152.68 Unrealized +28.2%
KMX CARMAX INC COM 0.1%
Value ($000) $117 Shares 1,765 Est. Cost $78.21 Unrealized +16.8%
WFC WELLS FARGO CO NEW COM 0.1%
Value ($000) $115 Shares 2,848 Est. Cost $39.98 Unrealized -1.5%
ALC ALCON AG ORD SHS 0.1%
Value ($000) $115 Shares 1,985 Est. Cost $57.12 Unrealized +20.2%
NUVEEN AMT FREE QLTY MUN INCME COM 0.1%
Value ($000) $115 Shares 10,872 Est. Cost $14.66 Unrealized
NEOG NEOGEN CORP COM 0.1%
Value ($000) $113 Shares 8,066 Est. Cost $32.15 Unrealized -37.4%
CPT CAMDEN PPTY TR SH BEN INT 0.1%
Value ($000) $110 Shares 923 Est. Cost $76.99 Unrealized +52.2%
FITB FIFTH THIRD BANCORP COM 0.1%
Value ($000) $110 Shares 3,456 Est. Cost $33.37 Unrealized -10.4%
GDX VANECK GOLD MINERS ETF 0.1%
Value ($000) $108 Shares 4,470 Est. Cost $33.07 Unrealized
IDEV ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF 0.0%
Value ($000) $106 Shares 2,185 Est. Cost $61.69 Unrealized
WOR WORTHINGTON INDS INC COM 0.0%
Value ($000) $101 Shares 2,650 Est. Cost $40.47 Unrealized -24.4%
SHW SHERWIN WILLIAMS CO COM 0.0%
Value ($000) $99 Shares 483 Est. Cost $263.49 Unrealized -12.8%
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $99 Shares 600 Est. Cost $228.97 Unrealized
MAR MARRIOTT INTL INC NEW CL A 0.0%
Value ($000) $97 Shares 691 Est. Cost $136.81 Unrealized +8.0%
EMN EASTMAN CHEM CO COM 0.0%
Value ($000) $95 Shares 1,335 Est. Cost $101.52 Unrealized -22.6%
SIL GLOBAL X SILVER MINERS ETF 0.0%
Value ($000) $95 Shares 3,945 Est. Cost $42.59 Unrealized
TNC TENNANT CO COM 0.0%
Value ($000) $94 Shares 1,666 Est. Cost $76.69 Unrealized -22.1%
GDXJ VANECK JUNIOR GOLD MINERS ETF 0.0%
Value ($000) $91 Shares 3,095 Est. Cost $44.86 Unrealized
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $90 Shares 1,234 Est. Cost $88.01 Unrealized -11.8%
VRTX VERTEX PHARMACEUTICALS INC COM 0.0%
Value ($000) $90 Shares 311 Est. Cost $211.95 Unrealized +35.7%
FRCB FIRST REP BK SAN FRANCISCO CAL COM 0.0%
Value ($000) $88 Shares 672 Est. Cost $180.90 Unrealized -15.5%
HYMB SPDR NUVEEN BLOOMBERG HIGH YIELD MUNICIPAL BOND ETF 0.0%
Value ($000) $86 Shares 1,785 Est. Cost $60.67 Unrealized
NUVEEN SELECT TAX-FREE INCOME SH BEN INT 0.0%
Value ($000) $86 Shares 6,608 Est. Cost $18.34 Unrealized
PPG PPG INDS INC COM 0.0%
Value ($000) $84 Shares 756 Est. Cost $156.34 Unrealized -26.5%
NUVEEN AMT-FREE MUN VALUE FD COM 0.0%
Value ($000) $84 Shares 6,390 Est. Cost $17.20 Unrealized
AVY AVERY DENNISON CORP COM 0.0%
Value ($000) $82 Shares 504 Est. Cost $194.12 Unrealized -12.1%
BK BANK NEW YORK MELLON CORP COM 0.0%
Value ($000) $82 Shares 2,133 Est. Cost $44.59 Unrealized -13.2%
HPQ HP INC COM 0.0%
Value ($000) $80 Shares 3,200 Est. Cost $27.18 Unrealized -0.7%
CARR CARRIER GLOBAL CORPORATION COM 0.0%
Value ($000) $80 Shares 2,259 Est. Cost $42.99 Unrealized -12.5%
XLU UTILITIES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $79 Shares 1,200 Est. Cost $63.33 Unrealized
BLACKROCK CR ALLOCATION INCOME COM 0.0%
Value ($000) $76 Shares 8,000 Est. Cost $15.60 Unrealized
DOV DOVER CORP COM 0.0%
Value ($000) $74 Shares 633 Est. Cost $150.56 Unrealized -18.8%
IFF INTERNATIONAL FLAVORS&FRAGRANC COM 0.0%
Value ($000) $74 Shares 810 Est. Cost $126.29 Unrealized -17.7%
BIL SPDR BLOOMBERG 1-3 MONTH T-BILL ETF 0.0%
Value ($000) $73 Shares 800 Est. Cost $90.80 Unrealized
YUM YUM BRANDS INC COM 0.0%
Value ($000) $72 Shares 680 Est. Cost $108.09 Unrealized +0.6%
IJR ISHARES CORE S&P SMALL CAP ETF 0.0%
Value ($000) $70 Shares 800 Est. Cost $113.12 Unrealized
MAS MASCO CORP COM 0.0%
Value ($000) $70 Shares 1,500 Est. Cost $56.54 Unrealized -13.6%
STZ CONSTELLATION BRANDS INC CL A 0.0%
Value ($000) $69 Shares 300 Est. Cost $217.42 Unrealized +5.5%
VHT VANGUARD HEALTH CARE ETF 0.0%
Value ($000) $67 Shares 300 Est. Cost $246.67 Unrealized
V VISA INC COM CL A 0.0%
Value ($000) $67 Shares 378 Est. Cost $220.27 Unrealized -10.0%
CRM SALESFORCE INC COM 0.0%
Value ($000) $66 Shares 456 Est. Cost $221.64 Unrealized -24.4%
MDT MEDTRONIC PLC SHS 0.0%
Value ($000) $64 Shares 798 Est. Cost $83.44 Unrealized -3.2%
WESTERN ASST INFLTN LKD INM FD COM SH BEN INT 0.0%
Value ($000) $63 Shares 7,000 Est. Cost $14.00 Unrealized
UTHR UNITED THERAPEUTICS CORP DEL COM 0.0%
Value ($000) $63 Shares 300 Est. Cost $193.71 Unrealized +15.4%
FTV FORTIVE CORP COM 0.0%
Value ($000) $60 Shares 1,026 Est. Cost $52.42 Unrealized -12.1%
FDS FACTSET RESH SYS INC COM 0.0%
Value ($000) $60 Shares 150 Est. Cost $337.31 Unrealized +21.4%
PNC PNC FINL SVCS GROUP INC COM 0.0%
Value ($000) $57 Shares 383 Est. Cost $161.04 Unrealized -11.8%
BHB BAR HBR BANKSHARES COM 0.0%
Value ($000) $56 Shares 2,100 Est. Cost $15.42 Unrealized +57.4%
HON HONEYWELL INTL INC COM 0.0%
Value ($000) $55 Shares 328 Est. Cost $192.16 Unrealized -15.6%
ROP ROPER TECHNOLOGIES INC COM 0.0%
Value ($000) $55 Shares 153 Est. Cost $429.90 Unrealized -7.3%
CNI CANADIAN NATL RY CO COM 0.0%
Value ($000) $54 Shares 500 Est. Cost $101.55 Unrealized +9.6%
DLTR DOLLAR TREE INC COM 0.0%
Value ($000) $54 Shares 400 Est. Cost $108.70 Unrealized +43.2%
MUB ISHARES NATIONAL MUNI BOND ETF 0.0%
Value ($000) $53 Shares 516 Est. Cost $116.81 Unrealized
SBUX STARBUCKS CORP COM 0.0%
Value ($000) $53 Shares 625 Est. Cost $101.74 Unrealized -23.0%
ZBH ZIMMER BIOMET HOLDINGS INC COM 0.0%
Value ($000) $53 Shares 507 Est. Cost $153.43 Unrealized -30.6%
TIP ISHARES TIPS BOND ETF 0.0%
Value ($000) $52 Shares 500 Est. Cost $127.18 Unrealized
AGZ ISHARES AGENCY BOND ETF 0.0%
Value ($000) $49 Shares 456 Est. Cost $115.27 Unrealized
SPGI S&P GLOBAL INC COM 0.0%
Value ($000) $49 Shares 160 Est. Cost $369.84 Unrealized -6.0%
SPYX SPDR S&P 500 FOSSIL FUEL RESERVES FREE ETF 0.0%
Value ($000) $48 Shares 556 Est. Cost $106.12 Unrealized
PFG PRINCIPAL FINANCIAL GROUP INC COM 0.0%
Value ($000) $48 Shares 659 Est. Cost $54.06 Unrealized +17.6%
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $46 Shares 915 Est. Cost $29.59 Unrealized -24.8%
QCOM QUALCOMM INC COM 0.0%
Value ($000) $46 Shares 406 Est. Cost $125.50 Unrealized +1.2%
PANW PALO ALTO NETWORKS INC COM 0.0%
Value ($000) $45 Shares 273 Est. Cost $78.81 Unrealized +9.9%
SPSB SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF 0.0%
Value ($000) $45 Shares 1,538 Est. Cost $31.29 Unrealized
AMAT APPLIED MATLS INC COM 0.0%
Value ($000) $45 Shares 552 Est. Cost $129.71 Unrealized -27.9%
EBAY EBAY INC. COM 0.0%
Value ($000) $45 Shares 1,225 Est. Cost $58.95 Unrealized -29.3%
VOT VANGUARD MID-CAP GROWTH ETF 0.0%
Value ($000) $43 Shares 254 Est. Cost $236.22 Unrealized
PLTR PALANTIR TECHNOLOGIES INC CL A 0.0%
Value ($000) $43 Shares 5,350 Est. Cost $13.34 Unrealized -33.3%
AMP AMERIPRISE FINL INC COM 0.0%
Value ($000) $42 Shares 166 Est. Cost $248.02 Unrealized +1.1%
GWW GRAINGER W W INC COM 0.0%
Value ($000) $42 Shares 85 Est. Cost $419.26 Unrealized +21.7%
NGD NEW GOLD INC CDA COM 0.0%
Value ($000) $41 Shares 47,000 Est. Cost $1.39 Unrealized -43.0%
AROW ARROW FINL CORP COM 0.0%
Value ($000) $41 Shares 1,416 Est. Cost $28.68 Unrealized -4.7%
INARI MED INC COM 0.0%
Value ($000) $41 Shares 568 Est. Cost $93.31 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TRUST 0.0%
Value ($000) $40 Shares 100 Est. Cost $490.00 Unrealized
CAT CATERPILLAR INC COM 0.0%
Value ($000) $40 Shares 245 Est. Cost $206.51 Unrealized -16.6%
DOW DOW INC COM 0.0%
Value ($000) $40 Shares 915 Est. Cost $49.90 Unrealized -16.9%
BX BLACKSTONE INC COM 0.0%
Value ($000) $39 Shares 471 Est. Cost $76.25 Unrealized +14.5%
ATLANTICA SUSTAINABLE INFR PLC SHS 0.0%
Value ($000) $39 Shares 1,500 Est. Cost $37.33 Unrealized
HPE HEWLETT PACKARD ENTERPRISE CO COM 0.0%
Value ($000) $38 Shares 3,200 Est. Cost $13.58 Unrealized -9.3%
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.0%
Value ($000) $38 Shares 566 Est. Cost $75.97 Unrealized
L LOEWS CORP COM 0.0%
Value ($000) $38 Shares 763 Est. Cost $55.04 Unrealized +0.8%
TROW PRICE T ROWE GROUP INC COM 0.0%
Value ($000) $37 Shares 351 Est. Cost $162.15 Unrealized -37.3%
SMB VANECK SHORT MUNI ETF 0.0%
Value ($000) $37 Shares 2,216 Est. Cost $18.05 Unrealized
CE CELANESE CORP DEL COM 0.0%
Value ($000) $36 Shares 400 Est. Cost $142.81 Unrealized -27.2%
TSLA TESLA INC COM 0.0%
Value ($000) $36 Shares 135 Est. Cost $259.23 Unrealized +7.7%
ETN EATON CORP PLC SHS 0.0%
Value ($000) $34 Shares 253 Est. Cost $145.38 Unrealized -8.2%
XYL XYLEM INC COM 0.0%
Value ($000) $33 Shares 374 Est. Cost $101.34 Unrealized -13.9%
ADBE ADOBE SYSTEMS INCORPORATED COM 0.0%
Value ($000) $32 Shares 118 Est. Cost $500.58 Unrealized -24.4%
WESTERN AST INFL LKD OPP & INM COM 0.0%
Value ($000) $32 Shares 3,500 Est. Cost $13.09 Unrealized
FAST FASTENAL CO COM 0.0%
Value ($000) $32 Shares 696 Est. Cost $23.29 Unrealized -0.4%
WPP WPP PLC NEW ADR 0.0%
Value ($000) $31 Shares 754 Est. Cost $66.71 Unrealized
ASML ASML HOLDING N V N Y REGISTRY SHS 0.0%
Value ($000) $31 Shares 75 Est. Cost $684.44 Unrealized
PIONEER NAT RES CO COM 0.0%
Value ($000) $31 Shares 142 Est. Cost $173.51 Unrealized
ELV ELEVANCE HEALTH INC COM 0.0%
Value ($000) $31 Shares 69 Est. Cost $432.66 Unrealized +5.2%
CTAS CINTAS CORP COM 0.0%
Value ($000) $31 Shares 80 Est. Cost $84.94 Unrealized +16.6%
AGI ALAMOS GOLD INC NEW COM CL A 0.0%
Value ($000) $30 Shares 4,000 Est. Cost $6.61 Unrealized +9.6%
CSX CSX CORP COM 0.0%
Value ($000) $30 Shares 1,129 Est. Cost $30.82 Unrealized -3.9%
CTVA CORTEVA INC COM 0.0%
Value ($000) $29 Shares 510 Est. Cost $43.79 Unrealized +28.3%
HMN HORACE MANN EDUCATORS CORP NEW COM 0.0%
Value ($000) $28 Shares 787 Est. Cost $39.71 Unrealized -9.3%
YUMC YUM CHINA HLDGS INC COM 0.0%
Value ($000) $28 Shares 600 Est. Cost $63.78 Unrealized -24.7%
MIDD MIDDLEBY CORP COM 0.0%
Value ($000) $27 Shares 210 Est. Cost $169.01 Unrealized -17.0%
PM PHILIP MORRIS INTL INC COM 0.0%
Value ($000) $25 Shares 301 Est. Cost $76.42 Unrealized +5.9%
CPER UNITED STATES COPPER INDEX FUND 0.0%
Value ($000) $25 Shares 1,200 Est. Cost $27.92 Unrealized
IIPR INNOVATIVE INDL PPTYS INC COM 0.0%
Value ($000) $24 Shares 268 Est. Cost $140.10 Unrealized
PH PARKER-HANNIFIN CORP COM 0.0%
Value ($000) $24 Shares 100 Est. Cost $291.08 Unrealized -11.0%
BAX BAXTER INTL INC COM 0.0%
Value ($000) $24 Shares 450 Est. Cost $75.68 Unrealized -26.9%
WBD WARNER BROS DISCOVERY INC COM SER A 0.0%
Value ($000) $24 Shares 2,062 Est. Cost $18.55 Unrealized -26.7%
UBER UBER TECHNOLOGIES INC COM 0.0%
Value ($000) $24 Shares 900 Est. Cost $27.81 Unrealized -0.6%
HOLX HOLOGIC INC COM 0.0%
Value ($000) $24 Shares 375 Est. Cost $66.85 Unrealized +3.6%
VGT VANGUARD INFORMATION TECHNOLOGY ETF 0.0%
Value ($000) $23 Shares 75 Est. Cost $400.00 Unrealized
EMBC EMBECTA CORP COMMON STOCK 0.0%
Value ($000) $22 Shares 773 Est. Cost $25.42 Unrealized +2.9%
CB CHUBB LIMITED COM 0.0%
Value ($000) $22 Shares 120 Est. Cost $155.25 Unrealized +17.0%
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $22 Shares 400 Est. Cost $55.60 Unrealized +1.8%
AVGO BROADCOM INC COM 0.0%
Value ($000) $22 Shares 50 Est. Cost $47.10 Unrealized +2.1%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.0%
Value ($000) $21 Shares 81 Est. Cost $295.12 Unrealized -6.9%
IQV IQVIA HLDGS INC COM 0.0%
Value ($000) $21 Shares 114 Est. Cost $233.08 Unrealized -6.0%
TWLO TWILIO INC CL A 0.0%
Value ($000) $21 Shares 300 Est. Cost $118.93 Unrealized -32.8%
HL HECLA MNG CO COM 0.0%
Value ($000) $20 Shares 5,000 Est. Cost $4.31 Unrealized -7.3%
ADI ANALOG DEVICES INC COM 0.0%
Value ($000) $20 Shares 140 Est. Cost $147.67 Unrealized +0.9%
OTIS OTIS WORLDWIDE CORP COM 0.0%
Value ($000) $20 Shares 312 Est. Cost $71.71 Unrealized -3.4%
AJG GALLAGHER ARTHUR J & CO COM 0.0%
Value ($000) $20 Shares 119 Est. Cost $156.75 Unrealized +9.6%
ADM ARCHER DANIELS MIDLAND CO COM 0.0%
Value ($000) $20 Shares 245 Est. Cost $57.39 Unrealized +29.4%
ISRG INTUITIVE SURGICAL INC COM NEW 0.0%
Value ($000) $20 Shares 108 Est. Cost $288.23 Unrealized -25.5%
LMT LOCKHEED MARTIN CORP COM 0.0%
Value ($000) $19 Shares 50 Est. Cost $338.54 Unrealized +12.5%
TJX TJX COS INC NEW COM 0.0%
Value ($000) $19 Shares 309 Est. Cost $62.51 Unrealized -4.2%
EBC EASTERN BANKSHARES INC COM 0.0%
Value ($000) $18 Shares 900 Est. Cost $18.50 Unrealized -2.2%
BIIB BIOGEN INC COM 0.0%
Value ($000) $18 Shares 69 Est. Cost $286.34 Unrealized -25.8%
CRON CRONOS GROUP INC COM 0.0%
Value ($000) $17 Shares 6,000 Est. Cost $3.12 Unrealized -1.1%
SO SOUTHERN CO COM 0.0%
Value ($000) $17 Shares 250 Est. Cost $53.77 Unrealized +24.5%
TT TRANE TECHNOLOGIES PLC SHS 0.0%
Value ($000) $17 Shares 120 Est. Cost $152.32 Unrealized -5.7%
PSCT INVESCO S&P SMALLCAP INFORMATION TECHNOLOGY ETF 0.0%
Value ($000) $17 Shares 150 Est. Cost $146.67 Unrealized
MLPX GLOBAL X MLP & ENERGY INFRASTRUCTURE ETF 0.0%
Value ($000) $16 Shares 439 Est. Cost $36.45 Unrealized
DOCU DOCUSIGN INC COM 0.0%
Value ($000) $16 Shares 300 Est. Cost $223.60 Unrealized -72.0%
LPLA LPL FINL HLDGS INC COM 0.0%
Value ($000) $16 Shares 75 Est. Cost $180.31 Unrealized +18.0%
MRSH MARSH & MCLENNAN COS INC COM 0.0%
Value ($000) $16 Shares 110 Est. Cost $135.86 Unrealized +12.1%
DE DEERE & CO COM 0.0%
Value ($000) $16 Shares 47 Est. Cost $330.84 Unrealized -1.3%
GLW CORNING INC COM 0.0%
Value ($000) $16 Shares 550 Est. Cost $35.71 Unrealized -13.9%
SBAC SBA COMMUNICATIONS CORP NEW CL A 0.0%
Value ($000) $15 Shares 51 Est. Cost $280.45 Unrealized +9.3%
CBU COMMUNITY BK SYS INC COM 0.0%
Value ($000) $15 Shares 246 Est. Cost $68.01 Unrealized -13.8%
LVWR LIVEWIRE GROUP INC COM 0.0%
Value ($000) $15 Shares 2,100 Est. Cost $9.70 Unrealized 0.0%
AON AON PLC SHS CL A 0.0%
Value ($000) $14 Shares 51 Est. Cost $236.31 Unrealized +16.7%
EVOQUA WATER TECHNOLOGIES CORP COM 0.0%
Value ($000) $14 Shares 425 Est. Cost $32.94 Unrealized
ETSY ETSY INC COM 0.0%
Value ($000) $14 Shares 138 Est. Cost $91.30 Unrealized +11.8%
SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF 0.0%
Value ($000) $14 Shares 252 Est. Cost $146.83 Unrealized
JBHT HUNT J B TRANS SVCS INC COM 0.0%
Value ($000) $13 Shares 80 Est. Cost $188.18 Unrealized -10.2%
BBY BEST BUY INC COM 0.0%
Value ($000) $13 Shares 200 Est. Cost $94.95 Unrealized -33.9%
CRBN ISHARES MSCI ACWI LOW CARBON TARGET ETF 0.0%
Value ($000) $13 Shares 100 Est. Cost $170.00 Unrealized
BYND BEYOND MEAT INC COM 0.0%
Value ($000) $13 Shares 930 Est. Cost $50.76 Unrealized -45.7%
NUVEEN AMT FREE MUN CR INC FD COM 0.0%
Value ($000) $13 Shares 1,072 Est. Cost $17.72 Unrealized
STT STATE STR CORP COM 0.0%
Value ($000) $12 Shares 200 Est. Cost $72.44 Unrealized -16.2%
TFC TRUIST FINL CORP COM 0.0%
Value ($000) $12 Shares 280 Est. Cost $47.21 Unrealized -14.8%
OXY OCCIDENTAL PETE CORP COM 0.0%
Value ($000) $12 Shares 200 Est. Cost $58.13 Unrealized +4.4%
NYT NEW YORK TIMES CO CL A 0.0%
Value ($000) $12 Shares 414 Est. Cost $41.14 Unrealized -28.6%
RSG REPUBLIC SVCS INC COM 0.0%
Value ($000) $12 Shares 90 Est. Cost $101.09 Unrealized +32.4%
ES EVERSOURCE ENERGY COM 0.0%
Value ($000) $12 Shares 155 Est. Cost $72.67 Unrealized +4.7%
BAC BK OF AMERICA CORP COM 0.0%
Value ($000) $11 Shares 379 Est. Cost $37.24 Unrealized -17.9%
XLE ENERGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $11 Shares 153 Est. Cost $72.37 Unrealized
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $11 Shares 175 Est. Cost $100.49 Unrealized -15.3%
DASH DOORDASH INC CL A 0.0%
Value ($000) $11 Shares 225 Est. Cost $79.42 Unrealized -15.9%
IHI ISHARES U.S. MEDICAL DEVICES ETF 0.0%
Value ($000) $11 Shares 240 Est. Cost $110.42 Unrealized
ORA ORMAT TECHNOLOGIES INC COM 0.0%
Value ($000) $10 Shares 118 Est. Cost $69.12 Unrealized +26.2%
UNB UNION BANKSHARES INC COM 0.0%
Value ($000) $10 Shares 450 Est. Cost $33.44 Unrealized -23.1%
ABNB AIRBNB INC COM CL A 0.0%
Value ($000) $10 Shares 96 Est. Cost $155.81 Unrealized -28.9%
LULU LULULEMON ATHLETICA INC COM 0.0%
Value ($000) $10 Shares 36 Est. Cost $329.33 Unrealized -5.9%
ADSK AUTODESK INC COM 0.0%
Value ($000) $10 Shares 54 Est. Cost $230.34 Unrealized -12.3%
PLUG PLUG POWER INC COM NEW 0.0%
Value ($000) $9 Shares 450 Est. Cost $29.01 Unrealized -17.8%
SPOT SPOTIFY TECHNOLOGY S A SHS 0.0%
Value ($000) $9 Shares 100 Est. Cost $112.76 Unrealized -5.1%
TILRAY BRANDS INC COM CL 2 0.0%
Value ($000) $9 Shares 3,400 Est. Cost $3.24 Unrealized
OMC OMNICOM GROUP INC COM 0.0%
Value ($000) $9 Shares 136 Est. Cost $64.44 Unrealized -6.5%
CANOPY GROWTH CORP COM 0.0%
Value ($000) $9 Shares 3,300 Est. Cost $2.73 Unrealized
SHOP SHOPIFY INC CL A 0.0%
Value ($000) $8 Shares 300 Est. Cost $42.70 Unrealized -20.3%
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.0%
Value ($000) $8 Shares 113 Est. Cost $96.24 Unrealized
ALK ALASKA AIR GROUP INC COM 0.0%
Value ($000) $8 Shares 200 Est. Cost $51.67 Unrealized -15.0%
ARKW ARK NEXT GENERATION INTERNET ETF 0.0%
Value ($000) $8 Shares 175 Est. Cost $154.29 Unrealized
ZM ZOOM VIDEO COMMUNICATIONS INC CL A 0.0%
Value ($000) $8 Shares 115 Est. Cost $333.04 Unrealized -71.4%
OKE ONEOK INC NEW COM 0.0%
Value ($000) $8 Shares 155 Est. Cost $49.62 Unrealized +0.3%
ARMK ARAMARK COM 0.0%
Value ($000) $7 Shares 221 Est. Cost $24.86 Unrealized -4.0%
MASI MASIMO CORP COM 0.0%
Value ($000) $7 Shares 49 Est. Cost $228.17 Unrealized -36.0%
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) $7 Shares 58 Est. Cost $85.34 Unrealized +28.7%
NXPI NXP SEMICONDUCTORS N V COM 0.0%
Value ($000) $7 Shares 46 Est. Cost $183.95 Unrealized -14.7%
IRWD IRONWOOD PHARMACEUTICALS INC COM CL A 0.0%
Value ($000) $7 Shares 702 Est. Cost $11.45 Unrealized -1.0%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.0%
Value ($000) $6 Shares 32 Est. Cost $218.75 Unrealized
ALLY ALLY FINL INC COM 0.0%
Value ($000) $6 Shares 200 Est. Cost $29.22 Unrealized 0.0%
QRVO QORVO INC COM 0.0%
Value ($000) $6 Shares 70 Est. Cost $184.45 Unrealized -47.6%
CC CHEMOURS CO COM 0.0%
Value ($000) $6 Shares 249 Est. Cost $28.09 Unrealized +3.5%
VNT VONTIER CORPORATION COM 0.0%
Value ($000) $6 Shares 385 Est. Cost $32.94 Unrealized -32.3%
FIS FIDELITY NATL INFORMATION SVCS COM 0.0%
Value ($000) $6 Shares 75 Est. Cost $133.35 Unrealized -36.1%
REGN REGENERON PHARMACEUTICALS COM 0.0%
Value ($000) $6 Shares 8 Est. Cost $617.39 Unrealized +1.4%
VTRS VIATRIS INC COM 0.0%
Value ($000) $6 Shares 702 Est. Cost $11.85 Unrealized -28.9%
AMN AMN HEALTHCARE SVCS INC COM 0.0%
Value ($000) $5 Shares 50 Est. Cost $103.82 Unrealized +5.6%
HAS HASBRO INC COM 0.0%
Value ($000) $5 Shares 74 Est. Cost $79.64 Unrealized -14.7%
TEAM ATLASSIAN CORPORATION CL A 0.0%
Value ($000) $5 Shares 25 Est. Cost $233.56 Unrealized 0.0%
COF CAPITAL ONE FINL CORP COM 0.0%
Value ($000) $5 Shares 53 Est. Cost $138.58 Unrealized -27.6%
MWA MUELLER WTR PRODS INC COM SER A 0.0%
Value ($000) $5 Shares 500 Est. Cost $13.34 Unrealized -17.2%
XMFVX MFS SPL VALUE TR SH BEN INT 0.0%
Value ($000) $5 Shares 1,325 Est. Cost $6.79 Unrealized
ELS EQUITY LIFESTYLE PPTYS INC COM 0.0%
Value ($000) $5 Shares 72 Est. Cost $69.44 Unrealized
AAP ADVANCE AUTO PARTS INC COM 0.0%
Value ($000) $5 Shares 35 Est. Cost $186.49 Unrealized -10.0%
META META PLATFORMS INC CL A 0.0%
Value ($000) $5 Shares 40 Est. Cost $248.19 Unrealized -35.1%
AMH AMERICAN HOMES 4 RENT CL A 0.0%
Value ($000) $5 Shares 139 Est. Cost $35.97 Unrealized
DEO DIAGEO PLC SPON ADR NEW 0.0%
Value ($000) $5 Shares 27 Est. Cost $195.40 Unrealized
DUKE REALTY CORP COM NEW 0.0%
Value ($000) $4 Shares 81 Est. Cost $49.38 Unrealized
FISV FISERV INC COM 0.0%
Value ($000) $4 Shares 45 Est. Cost $101.91 Unrealized 0.0%
RIVN RIVIAN AUTOMOTIVE INC COM CL A 0.0%
Value ($000) $4 Shares 110 Est. Cost $34.08 Unrealized 0.0%
CORE LABORATORIES N V COM 0.0%
Value ($000) $4 Shares 262 Est. Cost $38.17 Unrealized
WELL WELLTOWER INC COM 0.0%
Value ($000) $4 Shares 63 Est. Cost $71.84 Unrealized 0.0%
JSTC ADASINA SOCIAL JUSTICE ALL CAP GLOBAL ETF 0.0%
Value ($000) $4 Shares 320 Est. Cost $15.63 Unrealized
FR FIRST INDL RLTY TR INC COM 0.0%
Value ($000) $4 Shares 88 Est. Cost $45.45 Unrealized
ROK ROCKWELL AUTOMATION INC COM 0.0%
Value ($000) $4 Shares 17 Est. Cost $219.91 Unrealized 0.0%
AME AMETEK INC COM 0.0%
Value ($000) $4 Shares 34 Est. Cost $129.89 Unrealized -9.8%
CHTR CHARTER COMMUNICATIONS INC NEW CL A 0.0%
Value ($000) $4 Shares 14 Est. Cost $662.39 Unrealized -35.4%
IVV ISHARES CORE S&P 500 ETF 0.0%
Value ($000) $4 Shares 12 Est. Cost $443.92 Unrealized
BRX BRIXMOR PPTY GROUP INC COM 0.0%
Value ($000) $3 Shares 145 Est. Cost $20.69 Unrealized
CRTO CRITEO S A SPONS ADS 0.0%
Value ($000) $3 Shares 100 Est. Cost $50.00 Unrealized
WDAY WORKDAY INC CL A 0.0%
Value ($000) $3 Shares 18 Est. Cost $240.49 Unrealized -34.9%
STNE STONECO LTD COM CL A 0.0%
Value ($000) $3 Shares 330 Est. Cost $17.08 Unrealized
APTIV PLC SHS 0.0%
Value ($000) $3 Shares 43 Est. Cost $139.53 Unrealized
DECK DECKERS OUTDOOR CORP COM 0.0%
Value ($000) $3 Shares 9 Est. Cost $52.04 Unrealized 0.0%
COIN COINBASE GLOBAL INC COM CL A 0.0%
Value ($000) $3 Shares 40 Est. Cost $95.18 Unrealized -26.6%
XYZ BLOCK INC CL A 0.0%
Value ($000) $3 Shares 60 Est. Cost $141.61 Unrealized -50.0%
JLL JONES LANG LASALLE INC COM 0.0%
Value ($000) $3 Shares 18 Est. Cost $174.25 Unrealized 0.0%
CCI CROWN CASTLE INC COM 0.0%
Value ($000) $3 Shares 20 Est. Cost $152.47 Unrealized -6.5%
CME CME GROUP INC COM 0.0%
Value ($000) $3 Shares 17 Est. Cost $170.51 Unrealized 0.0%
BA BOEING CO COM 0.0%
Value ($000) $3 Shares 26 Est. Cost $241.76 Unrealized -36.6%
BF/A BROWN FORMAN CORP CL A 0.0%
Value ($000) $3 Shares 45 Est. Cost $64.80 Unrealized +3.4%
ECL ECOLAB INC COM 0.0%
Value ($000) $3 Shares 23 Est. Cost $156.07 Unrealized 0.0%
PWR QUANTA SVCS INC COM 0.0%
Value ($000) $3 Shares 24 Est. Cost $136.02 Unrealized 0.0%
SNOW SNOWFLAKE INC CL A 0.0%
Value ($000) $3 Shares 20 Est. Cost $232.63 Unrealized -28.8%
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $3 Shares 50 Est. Cost $62.05 Unrealized -10.1%
TTCFQ TATTOOED CHEF INC COM CL A 0.0%
Value ($000) $2 Shares 350 Est. Cost $19.61 Unrealized -67.1%
EXR EXTRA SPACE STORAGE INC COM 0.0%
Value ($000) $2 Shares 14 Est. Cost $163.40 Unrealized 0.0%
BF/B BROWN FORMAN CORP CL B 0.0%
Value ($000) $2 Shares 25 Est. Cost $69.34 Unrealized -1.9%
LAMR LAMAR ADVERTISING CO NEW CL A 0.0%
Value ($000) $2 Shares 24 Est. Cost $83.33 Unrealized
STORE CAP CORP COM 0.0%
Value ($000) $2 Shares 78 Est. Cost $25.64 Unrealized
GEN NORTONLIFELOCK INC COM 0.0%
Value ($000) $2 Shares 100 Est. Cost $22.60 Unrealized -4.8%
BKNG BOOKING HOLDINGS INC COM 0.0%
Value ($000) $2 Shares 1 Est. Cost $2296.54 Unrealized -19.5%
AIG AMERICAN INTL GROUP INC COM NEW 0.0%
Value ($000) $2 Shares 50 Est. Cost $55.04 Unrealized -11.6%
LUV SOUTHWEST AIRLS CO COM 0.0%
Value ($000) $2 Shares 50 Est. Cost $55.76 Unrealized -37.5%
COOPER COS INC COM NEW 0.0%
Value ($000) $2 Shares 6 Est. Cost $333.33 Unrealized
WBS WEBSTER FINL CORP COM 0.0%
Value ($000) $2 Shares 48 Est. Cost $46.28 Unrealized 0.0%
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.0%
Value ($000) $2 Shares 20 Est. Cost $250.00 Unrealized
LECO LINCOLN ELEC HLDGS INC COM 0.0%
Value ($000) $2 Shares 16 Est. Cost $134.94 Unrealized 0.0%
ZENDESK INC COM 0.0%
Value ($000) $2 Shares 22 Est. Cost $90.91 Unrealized
TPICQ TPI COMPOSITES INC COM 0.0%
Value ($000) $2 Shares 160 Est. Cost $29.95 Unrealized -47.2%
LW LAMB WESTON HLDGS INC COM 0.0%
Value ($000) $2 Shares 31 Est. Cost $73.71 Unrealized 0.0%
LHC GROUP INC COM 0.0%
Value ($000) $2 Shares 12 Est. Cost $166.67 Unrealized
TTEK TETRA TECH INC NEW COM 0.0%
Value ($000) $2 Shares 14 Est. Cost $27.98 Unrealized 0.0%
THG HANOVER INS GROUP INC COM 0.0%
Value ($000) $2 Shares 13 Est. Cost $124.21 Unrealized 0.0%
NFLX NETFLIX INC COM 0.0%
Value ($000) $2 Shares 7 Est. Cost $22.21 Unrealized 0.0%
LKQ LKQ CORP COM 0.0%
Value ($000) $2 Shares 34 Est. Cost $47.75 Unrealized 0.0%
BJ BJS WHSL CLUB HLDGS INC COM 0.0%
Value ($000) $2 Shares 33 Est. Cost $71.69 Unrealized 0.0%
OMCL OMNICELL COM COM 0.0%
Value ($000) $2 Shares 24 Est. Cost $105.05 Unrealized 0.0%
MCO MOODYS CORP COM 0.0%
Value ($000) $2 Shares 10 Est. Cost $320.24 Unrealized -11.8%
ALEX ALEXANDER & BALDWIN INC NEW COM 0.0%
Value ($000) $2 Shares 117 Est. Cost $17.09 Unrealized
HLT HILTON WORLDWIDE HLDGS INC COM 0.0%
Value ($000) $2 Shares 15 Est. Cost $125.07 Unrealized 0.0%
HST HOST HOTELS & RESORTS INC COM 0.0%
Value ($000) $2 Shares 131 Est. Cost $14.48 Unrealized 0.0%
KIM KIMCO RLTY CORP COM 0.0%
Value ($000) $2 Shares 121 Est. Cost $17.91 Unrealized 0.0%
SYNEOS HEALTH INC CL A 0.0%
Value ($000) $1 Shares 30 Est. Cost $33.33 Unrealized
NGVT INGEVITY CORP COM 0.0%
Value ($000) $1 Shares 17 Est. Cost $67.09 Unrealized 0.0%
EGP EASTGROUP PPTYS INC COM 0.0%
Value ($000) $1 Shares 9 Est. Cost $111.11 Unrealized
MTH MERITAGE HOMES CORP COM 0.0%
Value ($000) $1 Shares 11 Est. Cost $40.46 Unrealized 0.0%
GRWG GROWGENERATION CORP COM 0.0%
Value ($000) $1 Shares 200 Est. Cost $35.34 Unrealized -86.9%
BLKB BLACKBAUD INC COM 0.0%
Value ($000) $1 Shares 19 Est. Cost $53.91 Unrealized 0.0%
APLE APPLE HOSPITALITY REIT INC COM NEW 0.0%
Value ($000) $1 Shares 77 Est. Cost $12.99 Unrealized
IPGP IPG PHOTONICS CORP COM 0.0%
Value ($000) $1 Shares 12 Est. Cost $95.00 Unrealized 0.0%
CYBERARK SOFTWARE LTD SHS 0.0%
Value ($000) $1 Shares 8 Est. Cost $125.00 Unrealized
MSA MSA SAFETY INC COM 0.0%
Value ($000) $1 Shares 8 Est. Cost $123.01 Unrealized 0.0%
CUZ COUSINS PPTYS INC COM NEW 0.0%
Value ($000) $1 Shares 56 Est. Cost $17.86 Unrealized
AZTA AZENTA INC COM 0.0%
Value ($000) $1 Shares 12 Est. Cost $59.72 Unrealized 0.0%
PEN PENUMBRA INC COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $160.46 Unrealized 0.0%
MKTX MARKETAXESS HLDGS INC COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $244.83 Unrealized 0.0%
SON SONOCO PRODS CO COM 0.0%
Value ($000) $1 Shares 22 Est. Cost $53.83 Unrealized 0.0%
SANDY SPRING BANCORP INC COM 0.0%
Value ($000) $1 Shares 22 Est. Cost $45.45 Unrealized
AMT AMERICAN TOWER CORP NEW COM 0.0%
Value ($000) $1 Shares 6 Est. Cost $214.86 Unrealized +6.5%
SXT SENSIENT TECHNOLOGIES CORP COM 0.0%
Value ($000) $1 Shares 11 Est. Cost $80.66 Unrealized 0.0%
ROG ROGERS CORP COM 0.0%
Value ($000) $1 Shares 6 Est. Cost $258.90 Unrealized 0.0%
MET METLIFE INC COM 0.0%
Value ($000) $1 Shares 22 Est. Cost $53.84 Unrealized +7.1%
SEDG SOLAREDGE TECHNOLOGIES INC COM 0.0%
Value ($000) $1 Shares 3 Est. Cost $294.97 Unrealized 0.0%
INSM INSMED INC COM PAR $.01 0.0%
Value ($000) $1 Shares 59 Est. Cost $29.68 Unrealized -19.2%
SF STIFEL FINL CORP COM 0.0%
Value ($000) $1 Shares 18 Est. Cost $55.19 Unrealized 0.0%
COCRYSTAL PHARMA INC COM NEW 0.0%
Value ($000) $1 Shares 5,000 Est. Cost $1.20 Unrealized
MAN MANPOWERGROUP INC WIS COM 0.0%
Value ($000) $1 Shares 11 Est. Cost $75.21 Unrealized 0.0%
WORKHORSE GROUP INC COM NEW 0.0%
Value ($000) $1 Shares 200 Est. Cost $15.00 Unrealized
OGS ONE GAS INC COM 0.0%
Value ($000) $1 Shares 17 Est. Cost $80.54 Unrealized +0.0%
RGA REINSURANCE GRP OF AMERICA INC COM NEW 0.0%
Value ($000) $1 Shares 10 Est. Cost $122.96 Unrealized 0.0%
GM GENERAL MTRS CO COM 0.0%
Value ($000) $1 Shares 18 Est. Cost $56.71 Unrealized -37.5%
LEVI LEVI STRAUSS & CO NEW CL A COM STK 0.0%
Value ($000) $1 Shares 44 Est. Cost $16.07 Unrealized 0.0%
ALGM ALLEGRO MICROSYSTEMS INC COM 0.0%
Value ($000) $1 Shares 48 Est. Cost $23.21 Unrealized 0.0%
PCTY PAYLOCITY HLDG CORP COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $229.75 Unrealized 0.0%
BURL BURLINGTON STORES INC COM 0.0%
Value ($000) $1 Shares 6 Est. Cost $145.63 Unrealized 0.0%
BFAM BRIGHT HORIZONS FAM SOL IN DEL COM 0.0%
Value ($000) $1 Shares 16 Est. Cost $76.11 Unrealized 0.0%
NANOSTRING TECHNOLOGIES INC COM 0.0%
Value ($000) $0 Shares 10 Est. Cost Unrealized
FRPT FRESHPET INC COM 0.0%
Value ($000) $0 Shares 6 Est. Cost $47.16 Unrealized 0.0%
AKR ACADIA RLTY TR COM SH BEN INT 0.0%
Value ($000) $0 Shares 37 Est. Cost Unrealized
THE VALENS COMPANY INC COM NEW 0.0%
Value ($000) $0 Shares 666 Est. Cost $3.00 Unrealized
CYCLERION THERAPEUTICS INC COM 0.0%
Value ($000) $0 Shares 115 Est. Cost Unrealized
SFIX STITCH FIX INC COM CL A 0.0%
Value ($000) $0 Shares 43 Est. Cost $5.68 Unrealized 0.0%
LOB LIVE OAK BANCSHARES INC COM 0.0%
Value ($000) $0 Shares 16 Est. Cost $35.87 Unrealized 0.0%
SYM SYMBOTIC INC CLASS A COM 0.0%
Value ($000) $0 Shares 20 Est. Cost $14.71 Unrealized 0.0%
MUSTANG BIO INC COM 0.0%
Value ($000) $0 Shares 7 Est. Cost Unrealized
ZIMVIE INC COM 0.0%
Value ($000) $0 Shares 10 Est. Cost $20.41 Unrealized
MO ALTRIA GROUP INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $33.98 Unrealized -2.7%
WST WEST PHARMACEUTICAL SVSC INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $301.94 Unrealized 0.0%
LVWR/WS LIVEWIRE GROUP INC WT EXP 092627 0.0%
Value ($000) $0 Shares 50 Est. Cost Unrealized