Clean Yield Group Diversified Active

CIK: 0001525865 · Show all filings

Period: Q4 2022 (← Previous) (Next →)

Filing Date: Jan 31, 2023

Total Value ($000): $232,817 (100.0% shares, 0.0% debt)

Holdings (454)

AAPL APPLE INC COM 4.7%
Value ($000) $11,006 Shares 84,703 Est. Cost $92.77 Unrealized +51.7%
UNILEVER PLC SPON ADR NEW 3.9%
Value ($000) $9,058 Shares 179,899 Est. Cost $56.49 Unrealized
TAK TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS 3.6%
Value ($000) $8,282 Shares 530,882 Est. Cost $14.20 Unrealized
GSK GSK PLC SPONSORED ADR 2.8%
Value ($000) $6,597 Shares 187,728 Est. Cost $29.43 Unrealized
PHYSICIANS RLTY TR COM 2.8%
Value ($000) $6,503 Shares 449,402 Est. Cost $16.49 Unrealized
HTO SJW GROUP COM 2.8%
Value ($000) $6,408 Shares 78,929 Est. Cost $64.75 Unrealized +10.4%
SFM SPROUTS FMRS MKT INC COM 2.7%
Value ($000) $6,308 Shares 194,860 Est. Cost $22.17 Unrealized +40.4%
TU TELUS CORPORATION COM 2.5%
Value ($000) $5,769 Shares 298,734 Est. Cost $18.12 Unrealized +13.9%
HASI HANNON ARMSTRONG SUST INFR CAP COM 2.3%
Value ($000) $5,446 Shares 187,925 Est. Cost $18.15 Unrealized +32.6%
DOC HEALTHPEAK PROPERTIES INC COM 2.3%
Value ($000) $5,246 Shares 209,247 Est. Cost $24.35 Unrealized -17.4%
VOD VODAFONE GROUP PLC NEW SPONSORED ADR 2.1%
Value ($000) $5,005 Shares 494,597 Est. Cost $17.80 Unrealized
SNN SMITH & NEPHEW PLC SPDN ADR NEW 2.1%
Value ($000) $5,004 Shares 186,103 Est. Cost $31.94 Unrealized
OGN ORGANON & CO COMMON STOCK 2.1%
Value ($000) $4,965 Shares 177,758 Est. Cost $23.92 Unrealized -8.2%
JNJ JOHNSON & JOHNSON COM 1.9%
Value ($000) $4,530 Shares 25,646 Est. Cost $74.45 Unrealized +111.0%
GIS GENERAL MLS INC COM 1.9%
Value ($000) $4,435 Shares 52,897 Est. Cost $34.84 Unrealized +109.3%
NOMD NOMAD FOODS LTD USD ORD SHS 1.9%
Value ($000) $4,385 Shares 254,348 Est. Cost $20.97 Unrealized -24.5%
ADP AUTOMATIC DATA PROCESSING INC COM 1.7%
Value ($000) $3,867 Shares 16,188 Est. Cost $52.76 Unrealized +334.0%
STAG STAG INDL INC COM 1.5%
Value ($000) $3,569 Shares 110,449 Est. Cost $31.93 Unrealized
HIFS HINGHAM INSTN SVGS MASS COM 1.5%
Value ($000) $3,548 Shares 12,857 Est. Cost $138.73 Unrealized +82.1%
CSCO CISCO SYS INC COM 1.4%
Value ($000) $3,346 Shares 70,234 Est. Cost $27.19 Unrealized +52.5%
IBM INTERNATIONAL BUSINESS MACHS COM 1.4%
Value ($000) $3,270 Shares 23,211 Est. Cost $108.13 Unrealized +13.8%
MSFT MICROSOFT CORP COM 1.4%
Value ($000) $3,224 Shares 13,444 Est. Cost $40.61 Unrealized +476.3%
CL COLGATE PALMOLIVE CO COM 1.4%
Value ($000) $3,213 Shares 40,784 Est. Cost $55.63 Unrealized +25.3%
PG PROCTER AND GAMBLE CO COM 1.4%
Value ($000) $3,203 Shares 21,137 Est. Cost $72.16 Unrealized +79.9%
MKC MCCORMICK & CO INC COM NON VTG 1.3%
Value ($000) $3,028 Shares 36,529 Est. Cost $56.24 Unrealized +33.0%
CAC CAMDEN NATL CORP COM 1.2%
Value ($000) $2,893 Shares 69,400 Est. Cost $25.70 Unrealized +42.4%
NVO NOVO-NORDISK A S ADR 1.2%
Value ($000) $2,892 Shares 21,371 Est. Cost $50.87 Unrealized
FSLR FIRST SOLAR INC COM 1.2%
Value ($000) $2,816 Shares 18,799 Est. Cost $63.81 Unrealized +132.2%
AMGN AMGEN INC COM 1.2%
Value ($000) $2,814 Shares 10,716 Est. Cost $97.40 Unrealized +149.2%
CHKP CHECK POINT SOFTWARE TECH LTD ORD 1.2%
Value ($000) $2,727 Shares 21,614 Est. Cost $115.43 Unrealized +8.1%
DGX QUEST DIAGNOSTICS INC COM 1.0%
Value ($000) $2,397 Shares 15,322 Est. Cost $87.45 Unrealized +54.7%
CUZ COUSINS PPTYS INC COM NEW 1.0%
Value ($000) $2,295 Shares 90,752 Est. Cost $25.29 Unrealized
BDX BECTON DICKINSON & CO COM 0.9%
Value ($000) $2,161 Shares 8,496 Est. Cost $79.22 Unrealized +181.8%
WLY WILEY JOHN & SONS INC CL A 0.9%
Value ($000) $2,085 Shares 52,042 Est. Cost $36.21 Unrealized +2.7%
PEP PEPSICO INC COM 0.9%
Value ($000) $2,003 Shares 11,086 Est. Cost $93.24 Unrealized +72.6%
ITW ILLINOIS TOOL WKS INC COM 0.8%
Value ($000) $1,894 Shares 8,599 Est. Cost $50.28 Unrealized +292.8%
AWK AMERICAN WTR WKS CO INC NEW COM 0.8%
Value ($000) $1,833 Shares 12,028 Est. Cost $38.80 Unrealized +247.5%
TMO THERMO FISHER SCIENTIFIC INC COM 0.8%
Value ($000) $1,805 Shares 3,277 Est. Cost $94.23 Unrealized +457.1%
SCTXX SCHWAB CHARLES FAMILY FD AMT TAX FREE MNY 0.8%
Value ($000) $1,791 Shares 1,791,464 Est. Cost $1.00 Unrealized
EXPD EXPEDITORS INTL WASH INC COM 0.8%
Value ($000) $1,774 Shares 17,070 Est. Cost $34.81 Unrealized +184.6%
AMAL AMALGAMATED FINANCIAL CORP COM 0.8%
Value ($000) $1,768 Shares 76,733 Est. Cost $14.13 Unrealized +61.1%
INTU INTUIT COM 0.7%
Value ($000) $1,646 Shares 4,228 Est. Cost $73.54 Unrealized +428.8%
UTMD UTAH MED PRODS INC COM 0.7%
Value ($000) $1,615 Shares 16,069 Est. Cost $60.64 Unrealized +50.5%
GRNB VANECK GREEN BOND ETF 0.7%
Value ($000) $1,515 Shares 65,891 Est. Cost $27.18 Unrealized
AMRC AMERESCO INC CL A 0.6%
Value ($000) $1,509 Shares 26,407 Est. Cost $10.60 Unrealized +474.7%
LLY LILLY ELI & CO COM 0.6%
Value ($000) $1,447 Shares 3,954 Est. Cost $130.98 Unrealized +164.0%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.6%
Value ($000) $1,427 Shares 4,619 Est. Cost $218.73 Unrealized +35.8%
HD HOME DEPOT INC 0.6%
Value ($000) $1,365 Shares 4,323 Est. Cost $145.43 Unrealized +93.4%
HAIN HAIN CELESTIAL GROUP INC 0.6%
Value ($000) $1,363 Shares 84,237 Est. Cost $29.44 Unrealized -39.5%
SYK STRYKER CORPORATION COM 0.6%
Value ($000) $1,354 Shares 5,538 Est. Cost $75.47 Unrealized +191.2%
MRK MERCK & CO INC COM 0.6%
Value ($000) $1,321 Shares 11,903 Est. Cost $45.28 Unrealized +104.9%
SCHO SCHWAB SHORT-TERM US TREASURY ETF 0.5%
Value ($000) $1,259 Shares 26,099 Est. Cost $48.49 Unrealized
HR HEALTHCARE RLTY TR CL A COM 0.5%
Value ($000) $1,188 Shares 61,671 Est. Cost $20.85 Unrealized
USB US BANCORP DEL COM NEW 0.5%
Value ($000) $1,148 Shares 26,314 Est. Cost $38.97 Unrealized -5.8%
UNH UNITEDHEALTH GROUP INC COM 0.5%
Value ($000) $1,120 Shares 2,113 Est. Cost $434.48 Unrealized +15.2%
GOOGL ALPHABET CLASS A 0.4%
Value ($000) $1,035 Shares 11,728 Est. Cost $106.95 Unrealized -11.8%
SJM SMUCKER J M CO COM NEW 0.4%
Value ($000) $1,024 Shares 6,464 Est. Cost $70.70 Unrealized +88.8%
NOK NOKIA CORP SPONSORED ADR 0.4%
Value ($000) $953 Shares 205,495 Est. Cost $4.15 Unrealized
MAA MID-AMER APT CMNTYS INC COM 0.4%
Value ($000) $945 Shares 6,018 Est. Cost $71.31 Unrealized +93.3%
SCHW SCHWAB CHARLES CORP COM 0.4%
Value ($000) $943 Shares 11,330 Est. Cost $16.64 Unrealized +345.9%
TLT ISHARES 20 YEAR TREASURY BOND ETF 0.4%
Value ($000) $936 Shares 9,400 Est. Cost $117.08 Unrealized
UMPQUA HLDGS CORP COM 0.4%
Value ($000) $900 Shares 50,418 Est. Cost $10.86 Unrealized
ABBV ABBVIE INC COM 0.4%
Value ($000) $829 Shares 5,127 Est. Cost $86.03 Unrealized +59.5%
CWT CALIFORNIA WTR SVC GROUP COM 0.3%
Value ($000) $812 Shares 13,385 Est. Cost $16.53 Unrealized +236.3%
ABT ABBOTT LABS COM 0.3%
Value ($000) $770 Shares 7,011 Est. Cost $90.01 Unrealized +8.5%
PFE PFIZER INC COM 0.3%
Value ($000) $750 Shares 14,640 Est. Cost $21.36 Unrealized +88.2%
NEE NEXTERA ENERGY INC COM 0.3%
Value ($000) $737 Shares 8,810 Est. Cost $65.38 Unrealized +12.9%
KAI KADANT INC COM 0.3%
Value ($000) $735 Shares 4,140 Est. Cost $40.14 Unrealized +336.6%
TRMB TRIMBLE INC COM 0.3%
Value ($000) $734 Shares 14,521 Est. Cost $41.50 Unrealized +34.2%
SPY SPDR S&P 500 ETF TRUST 0.3%
Value ($000) $727 Shares 1,900 Est. Cost $221.23 Unrealized
WTRG ESSENTIAL UTILS INC COM 0.3%
Value ($000) $714 Shares 14,950 Est. Cost $47.18 Unrealized -4.1%
TXN TEXAS INSTRS INC COM 0.3%
Value ($000) $681 Shares 4,121 Est. Cost $48.62 Unrealized +212.4%
HLIO HELIOS TECHNOLOGIES INC COM 0.3%
Value ($000) $674 Shares 12,379 Est. Cost $46.71 Unrealized +15.4%
A AGILENT TECHNOLOGIES INC COM 0.3%
Value ($000) $663 Shares 4,427 Est. Cost $68.24 Unrealized +104.7%
MSEX MIDDLESEX WTR CO COM 0.3%
Value ($000) $662 Shares 8,409 Est. Cost $24.80 Unrealized +250.0%
TSCO TRACTOR SUPPLY CO COM 0.3%
Value ($000) $643 Shares 2,859 Est. Cost $10.91 Unrealized +268.4%
PLD PROLOGIS INC. COM 0.2%
Value ($000) $570 Shares 5,060 Est. Cost $73.85 Unrealized +35.7%
VZ VERIZON COMMUNICATIONS INC COM 0.2%
Value ($000) $554 Shares 14,060 Est. Cost $29.34 Unrealized +4.9%
XOM EXXON MOBIL CORP COM 0.2%
Value ($000) $551 Shares 4,998 Est. Cost $58.77 Unrealized +63.8%
HUBB HUBBELL INC COM 0.2%
Value ($000) $536 Shares 2,283 Est. Cost $85.69 Unrealized +167.8%
MMM 3M CO COM 0.2%
Value ($000) $535 Shares 4,463 Est. Cost $105.16 Unrealized -13.8%
AFL AFLAC INC COM 0.2%
Value ($000) $500 Shares 6,957 Est. Cost $43.70 Unrealized +43.0%
GOOG ALPHABET INC CAP STK CL C 0.2%
Value ($000) $474 Shares 5,346 Est. Cost $109.28 Unrealized -13.3%
ORLY OREILLY AUTOMOTIVE INC COM 0.2%
Value ($000) $464 Shares 550 Est. Cost $25.36 Unrealized +112.0%
AXP AMERICAN EXPRESS CO COM 0.2%
Value ($000) $463 Shares 3,132 Est. Cost $92.51 Unrealized +53.9%
PAYX PAYCHEX INC COM 0.2%
Value ($000) $449 Shares 3,883 Est. Cost $66.68 Unrealized +59.8%
KRC KILROY RLTY CORP COM 0.2%
Value ($000) $428 Shares 11,080 Est. Cost $66.00 Unrealized
SYY SYSCO CORP COM 0.2%
Value ($000) $408 Shares 5,335 Est. Cost $28.18 Unrealized +162.3%
DIS DISNEY WALT CO COM 0.2%
Value ($000) $408 Shares 4,694 Est. Cost $68.14 Unrealized +37.1%
VMBS VANGUARD MORTGAGE-BACKED SECURITIES ETF 0.2%
Value ($000) $404 Shares 8,865 Est. Cost $53.94 Unrealized
KEYS KEYSIGHT TECHNOLOGIES INC COM 0.2%
Value ($000) $403 Shares 2,354 Est. Cost $92.41 Unrealized +84.5%
KO COCA COLA CO COM 0.2%
Value ($000) $402 Shares 6,325 Est. Cost $37.54 Unrealized +46.3%
TGT TARGET CORP COM 0.2%
Value ($000) $400 Shares 2,686 Est. Cost $90.16 Unrealized +56.3%
AZN ASTRAZENECA PLC SPONSORED ADR 0.2%
Value ($000) $400 Shares 5,900 Est. Cost $44.88 Unrealized
GPC GENUINE PARTS CO COM 0.2%
Value ($000) $393 Shares 2,267 Est. Cost $63.38 Unrealized +151.1%
MCD MCDONALDS CORP COM 0.2%
Value ($000) $373 Shares 1,416 Est. Cost $217.88 Unrealized +12.6%
APD AIR PRODS & CHEMS INC COM 0.2%
Value ($000) $356 Shares 1,156 Est. Cost $255.16 Unrealized +1.7%
CI CIGNA CORP NEW COM 0.2%
Value ($000) $352 Shares 1,063 Est. Cost $199.27 Unrealized +50.0%
LOW LOWES COS INC COM 0.1%
Value ($000) $322 Shares 1,617 Est. Cost $95.88 Unrealized +96.3%
BMY BRISTOL-MYERS SQUIBB CO COM 0.1%
Value ($000) $317 Shares 4,408 Est. Cost $45.07 Unrealized +44.7%
JPM JPMORGAN CHASE & CO COM 0.1%
Value ($000) $317 Shares 2,361 Est. Cost $103.72 Unrealized +13.4%
MTD METTLER TOLEDO INTERNATIONAL COM 0.1%
Value ($000) $311 Shares 215 Est. Cost $752.79 Unrealized +77.8%
INTC INTEL CORP COM 0.1%
Value ($000) $305 Shares 11,534 Est. Cost $40.15 Unrealized -33.6%
CVS CVS HEALTH CORP COM 0.1%
Value ($000) $294 Shares 3,156 Est. Cost $62.85 Unrealized +36.7%
COST COSTCO WHSL CORP NEW COM 0.1%
Value ($000) $293 Shares 641 Est. Cost $249.80 Unrealized +87.7%
GOVT ISHARES U.S. TREASURY BOND ETF 0.1%
Value ($000) $273 Shares 12,000 Est. Cost $22.72 Unrealized
HSY HERSHEY CO COM 0.1%
Value ($000) $270 Shares 1,166 Est. Cost $96.93 Unrealized +118.8%
WALGREENS BOOTS ALLIANCE INC COM 0.1%
Value ($000) $262 Shares 7,000 Est. Cost $66.35 Unrealized
ELME ELME COMMUNITIES SH BEN INT 0.1%
Value ($000) $261 Shares 14,655 Est. Cost $23.70 Unrealized
NVDA NVIDIA CORPORATION COM 0.1%
Value ($000) $260 Shares 1,780 Est. Cost $16.91 Unrealized -13.4%
UNP UNION PAC CORP COM 0.1%
Value ($000) $260 Shares 1,256 Est. Cost $148.96 Unrealized +27.7%
GE GENERAL ELECTRIC CO COM NEW 0.1%
Value ($000) $248 Shares 2,963 Est. Cost $62.47 Unrealized -22.6%
WMT WALMART INC COM 0.1%
Value ($000) $248 Shares 1,750 Est. Cost $44.42 Unrealized +2.8%
MA MASTERCARD INCORPORATED CL A 0.1%
Value ($000) $244 Shares 703 Est. Cost $357.74 Unrealized -9.6%
CMCSA COMCAST CORP NEW CL A 0.1%
Value ($000) $244 Shares 6,976 Est. Cost $37.81 Unrealized -20.5%
RNR RENAISSANCERE HLDGS LTD COM 0.1%
Value ($000) $243 Shares 1,320 Est. Cost $187.77 Unrealized -10.3%
AEM AGNICO EAGLE MINES LTD COM 0.1%
Value ($000) $239 Shares 4,590 Est. Cost $47.70 Unrealized -8.1%
NKE NIKE INC CL B 0.1%
Value ($000) $238 Shares 2,031 Est. Cost $53.06 Unrealized +79.6%
CHD CHURCH & DWIGHT CO INC COM 0.1%
Value ($000) $236 Shares 2,930 Est. Cost $54.44 Unrealized +35.8%
DHR DANAHER CORPORATION COM 0.1%
Value ($000) $236 Shares 888 Est. Cost $130.94 Unrealized +74.2%
WTS WATTS WATER TECHNOLOGIES INC CL A 0.1%
Value ($000) $233 Shares 1,596 Est. Cost $132.14 Unrealized +9.0%
WAT WATERS CORP COM 0.1%
Value ($000) $230 Shares 670 Est. Cost $97.66 Unrealized +223.9%
VTV VANGUARD VALUE ETF 0.1%
Value ($000) $229 Shares 1,634 Est. Cost $119.84 Unrealized
T AT&T INC COM 0.1%
Value ($000) $227 Shares 12,307 Est. Cost $13.70 Unrealized +10.3%
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.1%
Value ($000) $218 Shares 1,752 Est. Cost $144.17 Unrealized
LABORATORY CORP AMER HLDGS COM NEW 0.1%
Value ($000) $217 Shares 923 Est. Cost $172.24 Unrealized
SLV ISHARES SILVER TRUST 0.1%
Value ($000) $216 Shares 9,805 Est. Cost $18.96 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.1%
Value ($000) $201 Shares 938 Est. Cost $214.24 Unrealized
WAB WABTEC COM 0.1%
Value ($000) $197 Shares 1,975 Est. Cost $79.30 Unrealized +18.5%
UPS UNITED PARCEL SERVICE INC CL B 0.1%
Value ($000) $197 Shares 1,131 Est. Cost $79.90 Unrealized +85.3%
QQQ INVESCO QQQ TRUST 0.1%
Value ($000) $192 Shares 720 Est. Cost $199.99 Unrealized
WM WASTE MGMT INC DEL COM 0.1%
Value ($000) $190 Shares 1,208 Est. Cost $140.28 Unrealized +9.2%
AYI ACUITY BRANDS INC COM 0.1%
Value ($000) $185 Shares 1,120 Est. Cost $105.69 Unrealized +66.6%
VUG VANGUARD GROWTH ETF 0.1%
Value ($000) $185 Shares 869 Est. Cost $250.46 Unrealized
VO VANGUARD MID-CAP ETF 0.1%
Value ($000) $185 Shares 908 Est. Cost $237.60 Unrealized
SNY SANOFI SPONSORED ADR 0.1%
Value ($000) $176 Shares 3,630 Est. Cost $43.02 Unrealized
CVX CHEVRON CORP NEW COM 0.1%
Value ($000) $171 Shares 953 Est. Cost $102.29 Unrealized +49.8%
TLH ISHARES 10-20 YEAR TREASURY BOND ETF 0.1%
Value ($000) $170 Shares 1,570 Est. Cost $108.18 Unrealized
TRV TRAVELERS COMPANIES INC COM 0.1%
Value ($000) $169 Shares 900 Est. Cost $141.30 Unrealized +19.8%
AMZN AMAZON COM INC COM 0.1%
Value ($000) $168 Shares 2,005 Est. Cost $124.02 Unrealized -20.4%
GLD SPDR GOLD SHARES 0.1%
Value ($000) $166 Shares 976 Est. Cost $165.49 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP COM 0.1%
Value ($000) $165 Shares 1,634 Est. Cost $76.41 Unrealized +14.7%
LKFN LAKELAND FINL CORP COM 0.1%
Value ($000) $164 Shares 2,250 Est. Cost $36.85 Unrealized +87.2%
ANSYS INC COM 0.1%
Value ($000) $160 Shares 662 Est. Cost $206.11 Unrealized
ORCL ORACLE CORP COM 0.1%
Value ($000) $160 Shares 1,952 Est. Cost $77.81 Unrealized -5.9%
WEC WEC ENERGY GROUP INC COM 0.1%
Value ($000) $157 Shares 1,670 Est. Cost $80.62 Unrealized +2.6%
WY WEYERHAEUSER CO MTN BE COM NEW 0.1%
Value ($000) $152 Shares 4,896 Est. Cost $30.53 Unrealized -9.7%
IRM IRON MTN INC DEL COM 0.1%
Value ($000) $150 Shares 3,000 Est. Cost $34.67 Unrealized +29.7%
MCHP MICROCHIP TECHNOLOGY INC. COM 0.1%
Value ($000) $149 Shares 2,127 Est. Cost $71.51 Unrealized -10.7%
MCK MCKESSON CORP COM 0.1%
Value ($000) $149 Shares 397 Est. Cost $188.10 Unrealized +95.2%
NSC NORFOLK SOUTHN CORP COM 0.1%
Value ($000) $139 Shares 566 Est. Cost $250.29 Unrealized -11.9%
BSV VANGUARD SHORT-TERM BOND ETF 0.1%
Value ($000) $139 Shares 1,849 Est. Cost $76.80 Unrealized
KMB KIMBERLY-CLARK CORP COM 0.1%
Value ($000) $139 Shares 1,022 Est. Cost $112.39 Unrealized +0.3%
IDA IDACORP INC COM 0.1%
Value ($000) $137 Shares 1,270 Est. Cost $100.24 Unrealized +3.4%
NEM NEWMONT CORP COM 0.1%
Value ($000) $132 Shares 2,800 Est. Cost $40.82 Unrealized 0.0%
ALC ALCON AG ORD SHS 0.1%
Value ($000) $131 Shares 1,910 Est. Cost $57.12 Unrealized +10.6%
EMR EMERSON ELEC CO COM 0.1%
Value ($000) $130 Shares 1,349 Est. Cost $87.71 Unrealized -3.6%
FDX FEDEX CORP COM 0.1%
Value ($000) $129 Shares 745 Est. Cost $152.68 Unrealized +1.5%
GDX VANECK GOLD MINERS ETF 0.1%
Value ($000) $128 Shares 4,470 Est. Cost $33.07 Unrealized
WFC WELLS FARGO CO NEW COM 0.1%
Value ($000) $128 Shares 3,091 Est. Cost $40.04 Unrealized +2.0%
NUVEEN AMT FREE QLTY MUN INCME COM 0.1%
Value ($000) $125 Shares 10,971 Est. Cost $14.66 Unrealized
VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 0.1%
Value ($000) $123 Shares 1,638 Est. Cost $82.77 Unrealized
NEOG NEOGEN CORP COM 0.1%
Value ($000) $123 Shares 8,066 Est. Cost $32.15 Unrealized -55.7%
HLN HALEON PLC SPON ADS 0.1%
Value ($000) $121 Shares 15,110 Est. Cost $6.10 Unrealized
VUSB VANGUARD ULTRA-SHORT BOND ETF 0.1%
Value ($000) $120 Shares 2,442 Est. Cost $49.13 Unrealized
IEF ISHARES 7-10 YEAR TREASURY BOND ETF 0.0%
Value ($000) $115 Shares 1,200 Est. Cost $96.00 Unrealized
SHW SHERWIN WILLIAMS CO COM 0.0%
Value ($000) $115 Shares 483 Est. Cost $263.49 Unrealized -14.7%
FITB FIFTH THIRD BANCORP COM 0.0%
Value ($000) $113 Shares 3,456 Est. Cost $33.37 Unrealized -10.3%
ARE ALEXANDRIA REAL ESTATE EQ INC COM 0.0%
Value ($000) $111 Shares 765 Est. Cost $144.30 Unrealized -14.6%
SIL GLOBAL X SILVER MINERS ETF 0.0%
Value ($000) $111 Shares 3,945 Est. Cost $42.59 Unrealized
EMN EASTMAN CHEM CO COM 0.0%
Value ($000) $109 Shares 1,335 Est. Cost $101.52 Unrealized -29.9%
KMX CARMAX INC COM 0.0%
Value ($000) $107 Shares 1,765 Est. Cost $78.21 Unrealized -17.9%
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $107 Shares 1,508 Est. Cost $152.13 Unrealized -47.5%
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $105 Shares 600 Est. Cost $228.97 Unrealized
CPT CAMDEN PPTY TR SH BEN INT 0.0%
Value ($000) $103 Shares 923 Est. Cost $76.99 Unrealized +31.6%
MAR MARRIOTT INTL INC NEW CL A 0.0%
Value ($000) $103 Shares 691 Est. Cost $136.81 Unrealized +9.1%
TNC TENNANT CO COM 0.0%
Value ($000) $103 Shares 1,666 Est. Cost $76.69 Unrealized -23.7%
VITL VITAL FARMS INC COM 0.0%
Value ($000) $101 Shares 6,750 Est. Cost $17.84 Unrealized -22.6%
WOLFSPEED INC COM 0.0%
Value ($000) $98 Shares 1,425 Est. Cost $81.11 Unrealized
XRAY DENTSPLY SIRONA INC COM 0.0%
Value ($000) $96 Shares 3,000 Est. Cost $41.15 Unrealized -26.7%
CARR CARRIER GLOBAL CORPORATION COM 0.0%
Value ($000) $93 Shares 2,259 Est. Cost $42.99 Unrealized -9.6%
NUVEEN SELECT TAX-FREE INCOME SH BEN INT 0.0%
Value ($000) $93 Shares 6,653 Est. Cost $18.34 Unrealized
AVY AVERY DENNISON CORP COM 0.0%
Value ($000) $91 Shares 504 Est. Cost $194.12 Unrealized -13.3%
BIL SPDR BLOOMBERG 1-3 MONTH T-BILL ETF 0.0%
Value ($000) $88 Shares 965 Est. Cost $90.92 Unrealized
HYMB SPDR NUVEEN BLOOMBERG HIGH YIELD MUNICIPAL BOND ETF 0.0%
Value ($000) $88 Shares 1,797 Est. Cost $60.67 Unrealized
NUVEEN AMT-FREE MUN VALUE FD COM 0.0%
Value ($000) $87 Shares 6,428 Est. Cost $17.20 Unrealized
YUM YUM BRANDS INC COM 0.0%
Value ($000) $87 Shares 680 Est. Cost $108.09 Unrealized +5.5%
VRTX VERTEX PHARMACEUTICALS INC COM 0.0%
Value ($000) $87 Shares 300 Est. Cost $211.95 Unrealized +43.8%
HPQ HP INC COM 0.0%
Value ($000) $86 Shares 3,200 Est. Cost $27.18 Unrealized -9.7%
DOV DOVER CORP COM 0.0%
Value ($000) $86 Shares 633 Est. Cost $150.56 Unrealized -15.1%
AJG GALLAGHER ARTHUR J & CO COM 0.0%
Value ($000) $85 Shares 451 Est. Cost $175.03 Unrealized +3.7%
IFF INTERNATIONAL FLAVORS&FRAGRANC COM 0.0%
Value ($000) $85 Shares 810 Est. Cost $126.29 Unrealized -28.8%
XLU UTILITIES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $85 Shares 1,200 Est. Cost $63.33 Unrealized
UTHR UNITED THERAPEUTICS CORP DEL COM 0.0%
Value ($000) $83 Shares 300 Est. Cost $193.71 Unrealized +30.3%
BLACKROCK CR ALLOCATION INCOME COM 0.0%
Value ($000) $81 Shares 8,000 Est. Cost $15.60 Unrealized
ATLANTICA SUSTAINABLE INFR PLC SHS 0.0%
Value ($000) $80 Shares 3,100 Est. Cost $31.43 Unrealized
IJR ISHARES CORE S&P SMALL CAP ETF 0.0%
Value ($000) $76 Shares 800 Est. Cost $113.12 Unrealized
V VISA INC COM CL A 0.0%
Value ($000) $75 Shares 362 Est. Cost $220.27 Unrealized -10.6%
FRCB FIRST REP BK SAN FRANCISCO CAL COM 0.0%
Value ($000) $75 Shares 616 Est. Cost $180.90 Unrealized -32.7%
GDXJ VANECK JUNIOR GOLD MINERS ETF 0.0%
Value ($000) $75 Shares 2,095 Est. Cost $44.86 Unrealized
KD KYNDRYL HLDGS INC COMMON STOCK 0.0%
Value ($000) $75 Shares 6,715 Est. Cost $16.89 Unrealized -40.4%
VHT VANGUARD HEALTH CARE ETF 0.0%
Value ($000) $74 Shares 300 Est. Cost $246.67 Unrealized
PPG PPG INDS INC COM 0.0%
Value ($000) $74 Shares 585 Est. Cost $156.34 Unrealized -26.8%
SBUX STARBUCKS CORP COM 0.0%
Value ($000) $70 Shares 710 Est. Cost $100.04 Unrealized -12.5%
MAS MASCO CORP COM 0.0%
Value ($000) $70 Shares 1,500 Est. Cost $56.54 Unrealized -19.5%
STZ CONSTELLATION BRANDS INC CL A 0.0%
Value ($000) $70 Shares 300 Est. Cost $217.42 Unrealized +4.0%
BHB BAR HBR BANKSHARES COM 0.0%
Value ($000) $67 Shares 2,100 Est. Cost $15.42 Unrealized +68.6%
WOR WORTHINGTON INDS INC COM 0.0%
Value ($000) $67 Shares 1,350 Est. Cost $40.47 Unrealized -23.5%
IDEV ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF 0.0%
Value ($000) $66 Shares 1,185 Est. Cost $61.69 Unrealized
ROP ROPER TECHNOLOGIES INC COM 0.0%
Value ($000) $66 Shares 153 Est. Cost $429.90 Unrealized -6.0%
ZBH ZIMMER BIOMET HOLDINGS INC COM 0.0%
Value ($000) $65 Shares 507 Est. Cost $153.43 Unrealized -26.4%
PNC PNC FINL SVCS GROUP INC COM 0.0%
Value ($000) $64 Shares 408 Est. Cost $159.71 Unrealized -12.8%
MDT MEDTRONIC PLC SHS 0.0%
Value ($000) $64 Shares 825 Est. Cost $83.12 Unrealized -11.6%
FTV FORTIVE CORP COM 0.0%
Value ($000) $62 Shares 963 Est. Cost $52.42 Unrealized -8.8%
CRM SALESFORCE INC COM 0.0%
Value ($000) $61 Shares 461 Est. Cost $220.80 Unrealized -34.7%
WESTERN ASST INFLTN LKD INM FD COM SH BEN INT 0.0%
Value ($000) $60 Shares 7,000 Est. Cost $14.00 Unrealized
FDS FACTSET RESH SYS INC COM 0.0%
Value ($000) $60 Shares 150 Est. Cost $337.31 Unrealized +22.4%
CNI CANADIAN NATL RY CO COM 0.0%
Value ($000) $59 Shares 500 Est. Cost $101.55 Unrealized +10.5%
CAT CATERPILLAR INC COM 0.0%
Value ($000) $59 Shares 245 Est. Cost $206.51 Unrealized +0.0%
MPC MARATHON PETE CORP COM 0.0%
Value ($000) $59 Shares 503 Est. Cost $106.44 Unrealized 0.0%
HIW HIGHWOODS PPTYS INC COM 0.0%
Value ($000) $57 Shares 2,040 Est. Cost $43.21 Unrealized
DLTR DOLLAR TREE INC COM 0.0%
Value ($000) $57 Shares 400 Est. Cost $108.70 Unrealized +36.9%
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $56 Shares 815 Est. Cost $29.59 Unrealized -15.5%
BN BROOKFIELD CORP CL A LTD VT SH 0.0%
Value ($000) $56 Shares 1,771 Est. Cost $21.90 Unrealized 0.0%
PFG PRINCIPAL FINANCIAL GROUP INC COM 0.0%
Value ($000) $55 Shares 659 Est. Cost $54.06 Unrealized +41.7%
MUB ISHARES NATIONAL MUNI BOND ETF 0.0%
Value ($000) $55 Shares 520 Est. Cost $116.81 Unrealized
AMAT APPLIED MATLS INC COM 0.0%
Value ($000) $54 Shares 552 Est. Cost $129.71 Unrealized -28.1%
SPGI S&P GLOBAL INC COM 0.0%
Value ($000) $54 Shares 160 Est. Cost $369.84 Unrealized -13.2%
TIP ISHARES TIPS BOND ETF 0.0%
Value ($000) $53 Shares 500 Est. Cost $127.18 Unrealized
QCOM QUALCOMM INC COM 0.0%
Value ($000) $53 Shares 480 Est. Cost $122.93 Unrealized -11.5%
SPYX SPDR S&P 500 FOSSIL FUEL RESERVES FREE ETF 0.0%
Value ($000) $52 Shares 556 Est. Cost $106.12 Unrealized
AMP AMERIPRISE FINL INC COM 0.0%
Value ($000) $52 Shares 166 Est. Cost $248.02 Unrealized +17.7%
HPE HEWLETT PACKARD ENTERPRISE CO COM 0.0%
Value ($000) $51 Shares 3,200 Est. Cost $13.58 Unrealized -0.8%
EBAY EBAY INC. COM 0.0%
Value ($000) $51 Shares 1,225 Est. Cost $58.95 Unrealized -33.9%
AGZ ISHARES AGENCY BOND ETF 0.0%
Value ($000) $49 Shares 457 Est. Cost $115.27 Unrealized
AROW ARROW FINL CORP COM 0.0%
Value ($000) $48 Shares 1,416 Est. Cost $28.68 Unrealized +0.3%
GWW GRAINGER W W INC COM 0.0%
Value ($000) $47 Shares 85 Est. Cost $419.26 Unrealized +30.8%
VOT VANGUARD MID-CAP GROWTH ETF 0.0%
Value ($000) $46 Shares 254 Est. Cost $236.22 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TRUST 0.0%
Value ($000) $44 Shares 100 Est. Cost $490.00 Unrealized
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.0%
Value ($000) $43 Shares 566 Est. Cost $75.97 Unrealized
XYL XYLEM INC COM 0.0%
Value ($000) $41 Shares 372 Est. Cost $101.34 Unrealized -0.3%
DOW DOW INC COM 0.0%
Value ($000) $41 Shares 815 Est. Cost $49.90 Unrealized -18.8%
ASML ASML HOLDING N V N Y REGISTRY SHS 0.0%
Value ($000) $41 Shares 75 Est. Cost $684.44 Unrealized
CE CELANESE CORP DEL COM 0.0%
Value ($000) $41 Shares 400 Est. Cost $142.81 Unrealized -33.8%
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $41 Shares 345 Est. Cost $109.40 Unrealized 0.0%
AGI ALAMOS GOLD INC NEW COM CL A 0.0%
Value ($000) $40 Shares 4,000 Est. Cost $6.61 Unrealized +30.8%
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.0%
Value ($000) $39 Shares 406 Est. Cost $96.99 Unrealized
TROW PRICE T ROWE GROUP INC COM 0.0%
Value ($000) $38 Shares 351 Est. Cost $162.15 Unrealized -39.9%
BK BANK NEW YORK MELLON CORP COM 0.0%
Value ($000) $38 Shares 833 Est. Cost $44.59 Unrealized -12.0%
SMB VANECK SHORT MUNI ETF 0.0%
Value ($000) $37 Shares 2,216 Est. Cost $18.05 Unrealized
WPP WPP PLC NEW ADR 0.0%
Value ($000) $37 Shares 754 Est. Cost $66.71 Unrealized
PANW PALO ALTO NETWORKS INC COM 0.0%
Value ($000) $36 Shares 261 Est. Cost $78.81 Unrealized +1.9%
CME CME GROUP INC COM 0.0%
Value ($000) $36 Shares 216 Est. Cost $152.50 Unrealized -1.0%
CTAS CINTAS CORP COM 0.0%
Value ($000) $36 Shares 80 Est. Cost $84.94 Unrealized +23.9%
INARI MED INC COM 0.0%
Value ($000) $36 Shares 568 Est. Cost $93.31 Unrealized
ADBE ADOBE SYSTEMS INCORPORATED COM 0.0%
Value ($000) $36 Shares 107 Est. Cost $500.58 Unrealized -36.1%
ELV ELEVANCE HEALTH INC COM 0.0%
Value ($000) $35 Shares 69 Est. Cost $432.66 Unrealized +12.0%
CSX CSX CORP COM 0.0%
Value ($000) $35 Shares 1,129 Est. Cost $30.82 Unrealized -6.8%
BX BLACKSTONE INC COM 0.0%
Value ($000) $35 Shares 471 Est. Cost $76.25 Unrealized +3.1%
PLTR PALANTIR TECHNOLOGIES INC CL A 0.0%
Value ($000) $34 Shares 5,350 Est. Cost $13.34 Unrealized -43.2%
ETN EATON CORP PLC SHS 0.0%
Value ($000) $34 Shares 216 Est. Cost $145.38 Unrealized +1.1%
FAST FASTENAL CO COM 0.0%
Value ($000) $33 Shares 696 Est. Cost $23.29 Unrealized -2.8%
L LOEWS CORP COM 0.0%
Value ($000) $33 Shares 563 Est. Cost $55.04 Unrealized +0.2%
YUMC YUM CHINA HLDGS INC COM 0.0%
Value ($000) $33 Shares 600 Est. Cost $63.78 Unrealized -20.3%
TJX TJX COS INC NEW COM 0.0%
Value ($000) $32 Shares 397 Est. Cost $64.33 Unrealized +9.9%
PM PHILIP MORRIS INTL INC COM 0.0%
Value ($000) $30 Shares 301 Est. Cost $76.42 Unrealized +6.4%
CTVA CORTEVA INC COM 0.0%
Value ($000) $30 Shares 510 Est. Cost $43.79 Unrealized +39.6%
PH PARKER-HANNIFIN CORP COM 0.0%
Value ($000) $29 Shares 100 Est. Cost $291.08 Unrealized -5.4%
ISRG INTUITIVE SURGICAL INC COM NEW 0.0%
Value ($000) $29 Shares 108 Est. Cost $288.23 Unrealized -15.4%
HMN HORACE MANN EDUCATORS CORP NEW COM 0.0%
Value ($000) $28 Shares 760 Est. Cost $39.71 Unrealized -5.1%
HOLX HOLOGIC INC COM 0.0%
Value ($000) $28 Shares 375 Est. Cost $66.85 Unrealized +6.5%
HL HECLA MNG CO COM 0.0%
Value ($000) $28 Shares 5,000 Est. Cost $4.31 Unrealized +13.3%
CPER UNITED STATES COPPER INDEX FUND 0.0%
Value ($000) $28 Shares 1,200 Est. Cost $27.92 Unrealized
HON HONEYWELL INTL INC COM 0.0%
Value ($000) $27 Shares 125 Est. Cost $192.16 Unrealized -7.0%
MIDD MIDDLEBY CORP COM 0.0%
Value ($000) $27 Shares 200 Est. Cost $169.01 Unrealized -19.5%
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $27 Shares 400 Est. Cost $55.60 Unrealized +4.3%
CB CHUBB LIMITED COM 0.0%
Value ($000) $26 Shares 120 Est. Cost $155.25 Unrealized +28.8%
LMT LOCKHEED MARTIN CORP COM 0.0%
Value ($000) $24 Shares 50 Est. Cost $338.54 Unrealized +26.0%
BLACKROCK INC COM 0.0%
Value ($000) $24 Shares 34 Est. Cost $708.62 Unrealized
VGT VANGUARD INFORMATION TECHNOLOGY ETF 0.0%
Value ($000) $24 Shares 75 Est. Cost $400.00 Unrealized
IQV IQVIA HLDGS INC COM 0.0%
Value ($000) $23 Shares 114 Est. Cost $233.08 Unrealized -13.0%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.0%
Value ($000) $23 Shares 552 Est. Cost $41.97 Unrealized
ADI ANALOG DEVICES INC COM 0.0%
Value ($000) $23 Shares 140 Est. Cost $147.67 Unrealized +0.0%
BAX BAXTER INTL INC COM 0.0%
Value ($000) $23 Shares 450 Est. Cost $75.68 Unrealized -34.4%
WESTERN AST INFL LKD OPP & INM COM 0.0%
Value ($000) $23 Shares 2,500 Est. Cost $13.09 Unrealized
ADM ARCHER DANIELS MIDLAND CO COM 0.0%
Value ($000) $23 Shares 245 Est. Cost $57.39 Unrealized +45.7%
UBER UBER TECHNOLOGIES INC COM 0.0%
Value ($000) $22 Shares 900 Est. Cost $27.81 Unrealized -1.6%
TFC TRUIST FINL CORP COM 0.0%
Value ($000) $21 Shares 488 Est. Cost $42.89 Unrealized -13.6%
AVGO BROADCOM INC COM 0.0%
Value ($000) $21 Shares 37 Est. Cost $47.10 Unrealized +1.1%
TT TRANE TECHNOLOGIES PLC SHS 0.0%
Value ($000) $20 Shares 120 Est. Cost $152.32 Unrealized +4.6%
DE DEERE & CO COM 0.0%
Value ($000) $20 Shares 47 Est. Cost $330.84 Unrealized +17.5%
WBD WARNER BROS DISCOVERY INC COM SER A 0.0%
Value ($000) $20 Shares 2,123 Est. Cost $18.34 Unrealized -38.4%
TWLO TWILIO INC CL A 0.0%
Value ($000) $20 Shares 400 Est. Cost $103.42 Unrealized -45.0%
EVOQUA WATER TECHNOLOGIES CORP COM 0.0%
Value ($000) $19 Shares 476 Est. Cost $33.65 Unrealized
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.0%
Value ($000) $18 Shares 69 Est. Cost $295.12 Unrealized -10.5%
MRSH MARSH & MCLENNAN COS INC COM 0.0%
Value ($000) $18 Shares 110 Est. Cost $135.86 Unrealized +14.8%
PSCT INVESCO S&P SMALLCAP INFORMATION TECHNOLOGY ETF 0.0%
Value ($000) $18 Shares 150 Est. Cost $146.67 Unrealized
MLPX GLOBAL X MLP & ENERGY INFRASTRUCTURE ETF 0.0%
Value ($000) $18 Shares 439 Est. Cost $36.45 Unrealized
SO SOUTHERN CO COM 0.0%
Value ($000) $18 Shares 250 Est. Cost $53.77 Unrealized +10.9%
IIPR INNOVATIVE INDL PPTYS INC COM 0.0%
Value ($000) $17 Shares 168 Est. Cost $140.10 Unrealized
TSLA TESLA INC COM 0.0%
Value ($000) $17 Shares 135 Est. Cost $259.23 Unrealized -27.0%
ETSY ETSY INC COM 0.0%
Value ($000) $17 Shares 138 Est. Cost $91.30 Unrealized +25.3%
BBY BEST BUY INC COM 0.0%
Value ($000) $16 Shares 200 Est. Cost $94.95 Unrealized -33.4%
EMBC EMBECTA CORP COMMON STOCK 0.0%
Value ($000) $16 Shares 633 Est. Cost $25.42 Unrealized +6.5%
BAC BANK AMERICA CORP COM 0.0%
Value ($000) $16 Shares 474 Est. Cost $36.13 Unrealized -12.2%
COF CAPITAL ONE FINL CORP COM 0.0%
Value ($000) $16 Shares 168 Est. Cost $107.44 Unrealized -13.4%
EBC EASTERN BANKSHARES INC COM 0.0%
Value ($000) $16 Shares 900 Est. Cost $18.50 Unrealized -6.0%
STT STATE STR CORP COM 0.0%
Value ($000) $16 Shares 200 Est. Cost $72.44 Unrealized -8.8%
CBU COMMUNITY BK SYS INC COM 0.0%
Value ($000) $15 Shares 246 Est. Cost $68.01 Unrealized -17.6%
AON AON PLC SHS CL A 0.0%
Value ($000) $15 Shares 51 Est. Cost $236.31 Unrealized +20.9%
CRON CRONOS GROUP INC COM 0.0%
Value ($000) $15 Shares 6,000 Est. Cost $3.12 Unrealized -6.0%
EXC EXELON CORP COM 0.0%
Value ($000) $15 Shares 348 Est. Cost $35.19 Unrealized 0.0%
SBAC SBA COMMUNICATIONS CORP NEW CL A 0.0%
Value ($000) $14 Shares 51 Est. Cost $280.45 Unrealized -6.0%
VV VANGUARD LARGE-CAP ETF 0.0%
Value ($000) $14 Shares 82 Est. Cost $174.20 Unrealized
OTIS OTIS WORLDWIDE CORP COM 0.0%
Value ($000) $14 Shares 181 Est. Cost $71.71 Unrealized -2.2%
SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF 0.0%
Value ($000) $14 Shares 252 Est. Cost $146.83 Unrealized
MET METLIFE INC COM 0.0%
Value ($000) $14 Shares 193 Est. Cost $63.82 Unrealized +2.0%
VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND 0.0%
Value ($000) $14 Shares 276 Est. Cost $50.16 Unrealized
LPLA LPL FINL HLDGS INC COM 0.0%
Value ($000) $14 Shares 63 Est. Cost $180.31 Unrealized +29.6%
XLE ENERGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $14 Shares 155 Est. Cost $72.56 Unrealized
NYT NEW YORK TIMES CO CL A 0.0%
Value ($000) $13 Shares 414 Est. Cost $41.14 Unrealized -23.6%
ES EVERSOURCE ENERGY COM 0.0%
Value ($000) $13 Shares 155 Est. Cost $72.67 Unrealized -5.1%
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $13 Shares 375 Est. Cost $34.20 Unrealized
IHI ISHARES U.S. MEDICAL DEVICES ETF 0.0%
Value ($000) $13 Shares 240 Est. Cost $110.42 Unrealized
OXY OCCIDENTAL PETE CORP COM 0.0%
Value ($000) $13 Shares 200 Est. Cost $58.13 Unrealized +11.3%
IWP ISHARES RUSSELL MID-CAP GROWTH ETF 0.0%
Value ($000) $12 Shares 147 Est. Cost $83.60 Unrealized
META META PLATFORMS INC CL A 0.0%
Value ($000) $12 Shares 101 Est. Cost $168.72 Unrealized -30.9%
JBHT HUNT J B TRANS SVCS INC COM 0.0%
Value ($000) $12 Shares 67 Est. Cost $188.18 Unrealized -10.1%
RSG REPUBLIC SVCS INC COM 0.0%
Value ($000) $12 Shares 90 Est. Cost $101.09 Unrealized +26.9%
LULU LULULEMON ATHLETICA INC COM 0.0%
Value ($000) $12 Shares 36 Est. Cost $329.33 Unrealized -0.1%
BYND BEYOND MEAT INC COM 0.0%
Value ($000) $11 Shares 930 Est. Cost $50.76 Unrealized -72.6%
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $11 Shares 175 Est. Cost $100.49 Unrealized -34.3%
OMC OMNICOM GROUP INC COM 0.0%
Value ($000) $11 Shares 136 Est. Cost $64.44 Unrealized +3.5%
DASH DOORDASH INC CL A 0.0%
Value ($000) $11 Shares 225 Est. Cost $79.42 Unrealized -34.6%
UNB UNION BANKSHARES INC COM 0.0%
Value ($000) $11 Shares 450 Est. Cost $33.44 Unrealized -28.1%
SHOP SHOPIFY INC CL A 0.0%
Value ($000) $10 Shares 300 Est. Cost $42.70 Unrealized -20.0%
LVWR LIVEWIRE GROUP INC COM 0.0%
Value ($000) $10 Shares 2,100 Est. Cost $9.70 Unrealized -31.1%
OKE ONEOK INC NEW COM 0.0%
Value ($000) $10 Shares 155 Est. Cost $49.62 Unrealized +5.3%
ADSK AUTODESK INC COM 0.0%
Value ($000) $10 Shares 54 Est. Cost $230.34 Unrealized -12.9%
CEG CONSTELLATION ENERGY CORP COM 0.0%
Value ($000) $10 Shares 116 Est. Cost $87.71 Unrealized 0.0%
TILRAY BRANDS INC COM CL 2 0.0%
Value ($000) $10 Shares 3,700 Est. Cost $3.19 Unrealized
ORA ORMAT TECHNOLOGIES INC COM 0.0%
Value ($000) $10 Shares 115 Est. Cost $69.12 Unrealized +27.4%
GLW CORNING INC COM 0.0%
Value ($000) $10 Shares 300 Est. Cost $35.71 Unrealized -16.8%
ARMK ARAMARK COM 0.0%
Value ($000) $9 Shares 222 Est. Cost $24.86 Unrealized +6.7%
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $9 Shares 250 Est. Cost $28.00 Unrealized
IRWD IRONWOOD PHARMACEUTICALS INC COM CL A 0.0%
Value ($000) $9 Shares 702 Est. Cost $11.45 Unrealized -0.9%
SPOT SPOTIFY TECHNOLOGY S A SHS 0.0%
Value ($000) $9 Shares 110 Est. Cost $109.84 Unrealized -26.6%
ALK ALASKA AIR GROUP INC COM 0.0%
Value ($000) $9 Shares 200 Est. Cost $51.67 Unrealized -14.7%
DEO DIAGEO PLC SPON ADR NEW 0.0%
Value ($000) $9 Shares 48 Est. Cost $187.87 Unrealized
PLUG PLUG POWER INC COM NEW 0.0%
Value ($000) $8 Shares 683 Est. Cost $24.55 Unrealized -35.1%
D DOMINION ENERGY INC COM 0.0%
Value ($000) $8 Shares 137 Est. Cost $53.65 Unrealized 0.0%
ABNB AIRBNB INC COM CL A 0.0%
Value ($000) $8 Shares 96 Est. Cost $155.81 Unrealized -35.2%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.0%
Value ($000) $8 Shares 204 Est. Cost $38.98 Unrealized
VTRS VIATRIS INC COM 0.0%
Value ($000) $8 Shares 702 Est. Cost $11.85 Unrealized -23.6%
ZM ZOOM VIDEO COMMUNICATIONS INC CL A 0.0%
Value ($000) $8 Shares 115 Est. Cost $333.04 Unrealized -77.2%
CC CHEMOURS CO COM 0.0%
Value ($000) $8 Shares 249 Est. Cost $28.09 Unrealized -5.1%
CANOPY GROWTH CORP COM 0.0%
Value ($000) $8 Shares 3,300 Est. Cost $2.73 Unrealized
PGR PROGRESSIVE CORP COM 0.0%
Value ($000) $8 Shares 58 Est. Cost $85.34 Unrealized +35.5%
VNT VONTIER CORPORATION COM 0.0%
Value ($000) $7 Shares 385 Est. Cost $32.94 Unrealized -43.1%
VB VANGUARD SMALL-CAP ETF 0.0%
Value ($000) $7 Shares 40 Est. Cost $183.55 Unrealized
NXPI NXP SEMICONDUCTORS N V COM 0.0%
Value ($000) $7 Shares 46 Est. Cost $183.95 Unrealized -18.8%
MASI MASIMO CORP COM 0.0%
Value ($000) $7 Shares 49 Est. Cost $228.17 Unrealized -39.7%
SDOG ALPS SECTOR DIVIDEND DOGS ETF 0.0%
Value ($000) $7 Shares 130 Est. Cost $51.44 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 0.0%
Value ($000) $6 Shares 32 Est. Cost $218.75 Unrealized
LYB LYONDELLBASELL INDUSTRIES N V SHS - A - 0.0%
Value ($000) $6 Shares 74 Est. Cost $66.35 Unrealized 0.0%
RHI ROBERT HALF INTL INC COM 0.0%
Value ($000) $6 Shares 80 Est. Cost $76.28 Unrealized 0.0%
REGN REGENERON PHARMACEUTICALS COM 0.0%
Value ($000) $6 Shares 8 Est. Cost $617.39 Unrealized +18.9%
PSX PHILLIPS 66 COM 0.0%
Value ($000) $6 Shares 55 Est. Cost $91.37 Unrealized 0.0%
XMFVX MFS SPL VALUE TR SH BEN INT 0.0%
Value ($000) $6 Shares 1,325 Est. Cost $6.79 Unrealized
AAP ADVANCE AUTO PARTS INC COM 0.0%
Value ($000) $5 Shares 35 Est. Cost $186.49 Unrealized -19.5%
AMN AMN HEALTHCARE SVCS INC COM 0.0%
Value ($000) $5 Shares 50 Est. Cost $103.82 Unrealized +10.9%
BA BOEING CO COM 0.0%
Value ($000) $5 Shares 26 Est. Cost $241.76 Unrealized -32.3%
IWS ISHARES RUSSELL MID-CAP VALUE ETF 0.0%
Value ($000) $5 Shares 47 Est. Cost $105.34 Unrealized
ALLY ALLY FINL INC COM 0.0%
Value ($000) $5 Shares 200 Est. Cost $29.22 Unrealized -19.1%
JSTC ADASINA SOCIAL JUSTICE ALL CAP GLOBAL ETF 0.0%
Value ($000) $5 Shares 323 Est. Cost $15.63 Unrealized
AME AMETEK INC COM 0.0%
Value ($000) $5 Shares 34 Est. Cost $129.89 Unrealized -0.1%
ELS EQUITY LIFESTYLE PPTYS INC COM 0.0%
Value ($000) $5 Shares 72 Est. Cost $69.44 Unrealized
IVV ISHARES CORE S&P 500 ETF 0.0%
Value ($000) $5 Shares 12 Est. Cost $443.92 Unrealized
HAS HASBRO INC COM 0.0%
Value ($000) $5 Shares 74 Est. Cost $79.64 Unrealized -31.9%
SYF SYNCHRONY FINANCIAL COM 0.0%
Value ($000) $4 Shares 134 Est. Cost $31.88 Unrealized 0.0%
XYZ BLOCK INC CL A 0.0%
Value ($000) $4 Shares 70 Est. Cost $130.20 Unrealized -52.6%
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.0%
Value ($000) $4 Shares 58 Est. Cost $96.24 Unrealized
FR FIRST INDL RLTY TR INC COM 0.0%
Value ($000) $4 Shares 88 Est. Cost $45.45 Unrealized
AMH AMERICAN HOMES 4 RENT CL A 0.0%
Value ($000) $4 Shares 139 Est. Cost $35.97 Unrealized
WELL WELLTOWER INC COM 0.0%
Value ($000) $4 Shares 63 Est. Cost $71.84 Unrealized -17.0%
APTIV PLC SHS 0.0%
Value ($000) $4 Shares 43 Est. Cost $139.53 Unrealized
SCZ ISHARES MSCI EAFE SMALL-CAP ETF 0.0%
Value ($000) $4 Shares 69 Est. Cost $56.48 Unrealized
STNE STONECO LTD COM CL A 0.0%
Value ($000) $4 Shares 410 Est. Cost $15.59 Unrealized
TD TORONTO DOMINION BK ONT COM NEW 0.0%
Value ($000) $4 Shares 55 Est. Cost $64.60 Unrealized 0.0%
RNG RINGCENTRAL INC CL A 0.0%
Value ($000) $4 Shares 100 Est. Cost $35.77 Unrealized 0.0%
LNT ALLIANT ENERGY CORP COM 0.0%
Value ($000) $3 Shares 62 Est. Cost $48.07 Unrealized 0.0%
TEAM ATLASSIAN CORPORATION CL A 0.0%
Value ($000) $3 Shares 25 Est. Cost $233.56 Unrealized -31.8%
WDAY WORKDAY INC CL A 0.0%
Value ($000) $3 Shares 18 Est. Cost $240.49 Unrealized -35.1%
BF/A BROWN FORMAN CORP CL A 0.0%
Value ($000) $3 Shares 45 Est. Cost $64.80 Unrealized -1.1%
GVA GRANITE CONSTR INC COM 0.0%
Value ($000) $3 Shares 82 Est. Cost $32.72 Unrealized 0.0%
SNOW SNOWFLAKE INC CL A 0.0%
Value ($000) $3 Shares 20 Est. Cost $232.63 Unrealized -34.4%
MCO MOODYS CORP COM 0.0%
Value ($000) $3 Shares 10 Est. Cost $320.24 Unrealized -16.8%
CCI CROWN CASTLE INC COM 0.0%
Value ($000) $3 Shares 20 Est. Cost $152.47 Unrealized -25.5%
CRTO CRITEO S A SPONS ADS 0.0%
Value ($000) $3 Shares 100 Est. Cost $50.00 Unrealized
KIM KIMCO RLTY CORP COM 0.0%
Value ($000) $3 Shares 121 Est. Cost $17.91 Unrealized +0.7%
WBS WEBSTER FINL CORP COM 0.0%
Value ($000) $2 Shares 48 Est. Cost $46.28 Unrealized +8.2%
SEDG SOLAREDGE TECHNOLOGIES INC COM 0.0%
Value ($000) $2 Shares 8 Est. Cost $276.46 Unrealized -4.0%
LAMR LAMAR ADVERTISING CO NEW CL A 0.0%
Value ($000) $2 Shares 24 Est. Cost $83.33 Unrealized
TE CONNECTIVITY LTD SHS 0.0%
Value ($000) $2 Shares 19 Est. Cost $114.79 Unrealized
GEN GEN DIGITAL INC COM 0.0%
Value ($000) $2 Shares 100 Est. Cost $22.60 Unrealized -8.6%
HST HOST HOTELS & RESORTS INC COM 0.0%
Value ($000) $2 Shares 131 Est. Cost $14.48 Unrealized +1.1%
SPY SPDR S&P 500 ETF TRUST 0.0%
Value ($000) $2 Shares 5,500 Est. Cost $221.23 Unrealized
NFLX NETFLIX INC COM 0.0%
Value ($000) $2 Shares 7 Est. Cost $22.21 Unrealized +26.3%
RIVN RIVIAN AUTOMOTIVE INC COM CL A 0.0%
Value ($000) $2 Shares 110 Est. Cost $34.08 Unrealized -13.6%
BKNG BOOKING HOLDINGS INC COM 0.0%
Value ($000) $2 Shares 1 Est. Cost $2296.54 Unrealized -18.7%
XLRE REAL ESTATE SELECT SECTOR SPDR FUND 0.0%
Value ($000) $2 Shares 52 Est. Cost $36.92 Unrealized
THG HANOVER INS GROUP INC COM 0.0%
Value ($000) $2 Shares 13 Est. Cost $124.21 Unrealized +3.8%
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $2 Shares 20 Est. Cost $62.05 Unrealized +14.1%
LUV SOUTHWEST AIRLS CO COM 0.0%
Value ($000) $2 Shares 50 Est. Cost $55.76 Unrealized -39.8%
BF/B BROWN FORMAN CORP CL B 0.0%
Value ($000) $2 Shares 25 Est. Cost $69.34 Unrealized -8.2%
COIN COINBASE GLOBAL INC COM CL A 0.0%
Value ($000) $1 Shares 40 Est. Cost $95.18 Unrealized -44.6%
MKTX MARKETAXESS HLDGS INC COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $244.83 Unrealized +0.6%
SON SONOCO PRODS CO COM 0.0%
Value ($000) $1 Shares 22 Est. Cost $53.83 Unrealized -1.5%
BURL BURLINGTON STORES INC COM 0.0%
Value ($000) $1 Shares 6 Est. Cost $145.63 Unrealized +9.6%
OMCL OMNICELL COM COM 0.0%
Value ($000) $1 Shares 24 Est. Cost $105.05 Unrealized -42.8%
NGVT INGEVITY CORP COM 0.0%
Value ($000) $1 Shares 17 Est. Cost $67.09 Unrealized +5.1%
INSM INSMED INC COM PAR $.01 0.0%
Value ($000) $1 Shares 59 Est. Cost $29.68 Unrealized -34.9%
MSA MSA SAFETY INC COM 0.0%
Value ($000) $1 Shares 8 Est. Cost $123.01 Unrealized +6.5%
IPGP IPG PHOTONICS CORP COM 0.0%
Value ($000) $1 Shares 12 Est. Cost $95.00 Unrealized -5.6%
SYNEOS HEALTH INC CL A 0.0%
Value ($000) $1 Shares 30 Est. Cost $33.33 Unrealized
SF STIFEL FINL CORP COM 0.0%
Value ($000) $1 Shares 18 Est. Cost $55.19 Unrealized +1.0%
CYBERARK SOFTWARE LTD SHS 0.0%
Value ($000) $1 Shares 8 Est. Cost $125.00 Unrealized
MTH MERITAGE HOMES CORP COM 0.0%
Value ($000) $1 Shares 11 Est. Cost $40.46 Unrealized -0.0%
BFAM BRIGHT HORIZONS FAM SOL IN DEL COM 0.0%
Value ($000) $1 Shares 16 Est. Cost $76.11 Unrealized -14.0%
PCTY PAYLOCITY HLDG CORP COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $229.75 Unrealized -6.5%
PEN PENUMBRA INC COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $160.46 Unrealized +21.8%
COCP COCRYSTAL PHARMA INC COM NEW 0.0%
Value ($000) $1 Shares 418 Est. Cost $2.57 Unrealized 0.0%
SXT SENSIENT TECHNOLOGIES CORP COM 0.0%
Value ($000) $1 Shares 11 Est. Cost $80.66 Unrealized -11.2%
GRWG GROWGENERATION CORP COM 0.0%
Value ($000) $1 Shares 200 Est. Cost $35.34 Unrealized -86.5%
SANDY SPRING BANCORP INC COM 0.0%
Value ($000) $1 Shares 22 Est. Cost $45.45 Unrealized
AZTA AZENTA INC COM 0.0%
Value ($000) $1 Shares 12 Est. Cost $59.72 Unrealized -14.3%
QQQ INVESCO QQQ TRUST 0.0%
Value ($000) $1 Shares 2,500 Est. Cost $199.99 Unrealized
TPICQ TPI COMPOSITES INC COM 0.0%
Value ($000) $1 Shares 60 Est. Cost $29.95 Unrealized -65.2%
GM GENERAL MTRS CO COM 0.0%
Value ($000) $1 Shares 18 Est. Cost $56.71 Unrealized -36.9%
TTCFQ TATTOOED CHEF INC COM CL A 0.0%
Value ($000) $1 Shares 450 Est. Cost $15.91 Unrealized -81.4%
LOB LIVE OAK BANCSHARES INC COM 0.0%
Value ($000) $0 Shares 16 Est. Cost $35.87 Unrealized -11.0%
WST WEST PHARMACEUTICAL SVSC INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $301.94 Unrealized -22.2%
THE VALENS COMPANY INC COM NEW 0.0%
Value ($000) $0 Shares 666 Est. Cost $3.00 Unrealized
FRPT FRESHPET INC COM 0.0%
Value ($000) $0 Shares 6 Est. Cost $47.16 Unrealized +26.2%
WORKHORSE GROUP INC COM NEW 0.0%
Value ($000) $0 Shares 200 Est. Cost $15.00 Unrealized
SYM SYMBOTIC INC CLASS A COM 0.0%
Value ($000) $0 Shares 20 Est. Cost $14.71 Unrealized -20.8%
SFIX STITCH FIX INC COM CL A 0.0%
Value ($000) $0 Shares 43 Est. Cost $5.68 Unrealized -34.1%
NANOSTRING TECHNOLOGIES INC COM 0.0%
Value ($000) $0 Shares 10 Est. Cost Unrealized
OGS ONE GAS INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $80.54 Unrealized -4.2%
CYCLERION THERAPEUTICS INC COM 0.0%
Value ($000) $0 Shares 115 Est. Cost Unrealized
ZIMVIE INC COM 0.0%
Value ($000) $0 Shares 8 Est. Cost $20.41 Unrealized
MO ALTRIA GROUP INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $33.98 Unrealized +3.1%
LVWR/WS LIVEWIRE GROUP INC WT EXP 092627 0.0%
Value ($000) $0 Shares 50 Est. Cost Unrealized
MUSTANG BIO INC COM 0.0%
Value ($000) $0 Shares 7 Est. Cost Unrealized