Clean Yield Group Diversified Active

CIK: 0001525865 · Show all filings

Period: Q1 2023 (← Previous) (Next →)

Filing Date: Apr 26, 2023

Total Value ($000): $234,767 (100.0% shares, 0.0% debt)

Holdings (422)

AAPL APPLE INC COM 6.0%
Value ($000) $14,190 Shares 86,051 Est. Cost $93.60 Unrealized +55.4%
UNILEVER PLC SPON ADR NEW 4.0%
Value ($000) $9,349 Shares 180,034 Est. Cost $56.49 Unrealized
TAK TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS 3.8%
Value ($000) $8,938 Shares 542,342 Est. Cost $14.25 Unrealized
GSK GSK PLC SPONSORED ADR 3.0%
Value ($000) $7,051 Shares 198,160 Est. Cost $29.75 Unrealized
PHYSICIANS RLTY TR COM 2.9%
Value ($000) $6,861 Shares 459,570 Est. Cost $16.45 Unrealized
TU TELUS CORPORATION COM 2.9%
Value ($000) $6,830 Shares 343,901 Est. Cost $18.41 Unrealized +10.4%
SFM SPROUTS FMRS MKT INC COM 2.8%
Value ($000) $6,677 Shares 190,600 Est. Cost $22.17 Unrealized +45.9%
VOD VODAFONE GROUP PLC NEW SPONSORED ADR 2.8%
Value ($000) $6,667 Shares 603,898 Est. Cost $16.57 Unrealized
NOMD NOMAD FOODS LTD USD ORD SHS 2.5%
Value ($000) $5,914 Shares 315,593 Est. Cost $20.33 Unrealized -13.2%
SNN SMITH & NEPHEW PLC SPDN ADR NEW 2.4%
Value ($000) $5,604 Shares 200,792 Est. Cost $31.65 Unrealized
HTO SJW GROUP COM 2.3%
Value ($000) $5,394 Shares 70,854 Est. Cost $64.75 Unrealized +19.3%
HASI HANNON ARMSTRONG SUST INFR CAP COM 2.3%
Value ($000) $5,393 Shares 188,552 Est. Cost $18.15 Unrealized +45.8%
OGN ORGANON & CO COMMON STOCK 2.1%
Value ($000) $4,984 Shares 211,895 Est. Cost $23.82 Unrealized -2.3%
DOC HEALTHPEAK PROPERTIES INC COM 2.1%
Value ($000) $4,822 Shares 219,497 Est. Cost $24.18 Unrealized -14.2%
GIS GENERAL MLS INC COM 1.7%
Value ($000) $3,902 Shares 45,662 Est. Cost $34.84 Unrealized +106.5%
MSFT MICROSOFT CORP COM 1.7%
Value ($000) $3,876 Shares 13,445 Est. Cost $40.61 Unrealized +514.3%
JNJ JOHNSON & JOHNSON COM 1.6%
Value ($000) $3,750 Shares 24,190 Est. Cost $74.45 Unrealized +98.6%
CSCO CISCO SYS INC COM 1.5%
Value ($000) $3,609 Shares 69,031 Est. Cost $27.19 Unrealized +64.9%
ADP AUTOMATIC DATA PROCESSING INC COM 1.5%
Value ($000) $3,571 Shares 16,041 Est. Cost $52.76 Unrealized +300.8%
STAG STAG INDL INC COM 1.5%
Value ($000) $3,523 Shares 104,165 Est. Cost $31.93 Unrealized
NVO NOVO-NORDISK A S ADR 1.4%
Value ($000) $3,181 Shares 19,986 Est. Cost $50.87 Unrealized
PG PROCTER AND GAMBLE CO COM 1.3%
Value ($000) $3,117 Shares 20,963 Est. Cost $72.16 Unrealized +84.6%
FSLR FIRST SOLAR INC COM 1.3%
Value ($000) $3,048 Shares 14,015 Est. Cost $63.81 Unrealized +186.1%
IBM INTERNATIONAL BUSINESS MACHS COM 1.3%
Value ($000) $3,040 Shares 23,193 Est. Cost $108.13 Unrealized +11.7%
HIFS HINGHAM INSTN SVGS MASS COM 1.2%
Value ($000) $2,924 Shares 12,527 Est. Cost $138.73 Unrealized +90.7%
WLY WILEY JOHN & SONS INC CL A 1.2%
Value ($000) $2,844 Shares 73,363 Est. Cost $36.78 Unrealized +3.8%
MKC MCCORMICK & CO INC COM NON VTG 1.2%
Value ($000) $2,800 Shares 33,653 Est. Cost $56.24 Unrealized +26.5%
CL COLGATE PALMOLIVE CO COM 1.2%
Value ($000) $2,729 Shares 36,314 Est. Cost $55.63 Unrealized +25.1%
CHKP CHECK POINT SOFTWARE TECH LTD ORD 1.1%
Value ($000) $2,625 Shares 20,191 Est. Cost $115.43 Unrealized +10.2%
UTMD UTAH MED PRODS INC COM 1.0%
Value ($000) $2,434 Shares 25,683 Est. Cost $72.35 Unrealized +27.0%
CAC CAMDEN NATL CORP COM 1.0%
Value ($000) $2,354 Shares 65,055 Est. Cost $25.70 Unrealized +36.4%
HR HEALTHCARE RLTY TR CL A COM 1.0%
Value ($000) $2,301 Shares 119,017 Est. Cost $20.12 Unrealized
DGX QUEST DIAGNOSTICS INC COM 0.9%
Value ($000) $2,189 Shares 15,471 Est. Cost $87.45 Unrealized +54.6%
AMGN AMGEN INC COM 0.9%
Value ($000) $2,087 Shares 8,631 Est. Cost $97.40 Unrealized +130.0%
PEP PEPSICO INC COM 0.9%
Value ($000) $2,008 Shares 11,017 Est. Cost $93.24 Unrealized +70.2%
ITW ILLINOIS TOOL WKS INC COM 0.8%
Value ($000) $1,993 Shares 8,186 Est. Cost $50.28 Unrealized +332.9%
AMRC AMERESCO INC CL A 0.8%
Value ($000) $1,975 Shares 40,121 Est. Cost $25.10 Unrealized +111.2%
BDX BECTON DICKINSON & CO COM 0.8%
Value ($000) $1,900 Shares 7,676 Est. Cost $79.22 Unrealized +193.1%
EXPD EXPEDITORS INTL WASH INC COM 0.8%
Value ($000) $1,844 Shares 16,745 Est. Cost $34.81 Unrealized +200.9%
TMO THERMO FISHER SCIENTIFIC INC COM 0.8%
Value ($000) $1,774 Shares 3,077 Est. Cost $94.23 Unrealized +492.9%
AWK AMERICAN WTR WKS CO INC NEW COM 0.8%
Value ($000) $1,762 Shares 12,028 Est. Cost $38.80 Unrealized +258.1%
INTU INTUIT COM 0.7%
Value ($000) $1,729 Shares 3,878 Est. Cost $73.54 Unrealized +448.3%
GRNB VANECK GREEN BOND ETF 0.7%
Value ($000) $1,654 Shares 70,346 Est. Cost $26.94 Unrealized
SYK STRYKER CORPORATION COM 0.7%
Value ($000) $1,581 Shares 5,538 Est. Cost $75.47 Unrealized +241.5%
AMAL AMALGAMATED FINANCIAL CORP COM 0.6%
Value ($000) $1,469 Shares 83,039 Est. Cost $14.63 Unrealized +41.9%
LLY LILLY ELI & CO COM 0.6%
Value ($000) $1,336 Shares 3,890 Est. Cost $130.98 Unrealized +151.9%
HD HOME DEPOT INC 0.5%
Value ($000) $1,286 Shares 4,358 Est. Cost $145.43 Unrealized +95.7%
SCHO SCHWAB SHORT-TERM US TREASURY ETF 0.5%
Value ($000) $1,240 Shares 25,410 Est. Cost $48.49 Unrealized
MRK MERCK & CO INC COM 0.5%
Value ($000) $1,228 Shares 11,542 Est. Cost $45.28 Unrealized +117.9%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.5%
Value ($000) $1,168 Shares 3,782 Est. Cost $218.73 Unrealized +40.9%
CUZ COUSINS PPTYS INC COM NEW 0.5%
Value ($000) $1,164 Shares 54,425 Est. Cost $25.29 Unrealized
GOOGL ALPHABET CLASS A 0.5%
Value ($000) $1,136 Shares 10,955 Est. Cost $106.95 Unrealized -11.0%
NOK NOKIA CORP SPONSORED ADR 0.5%
Value ($000) $1,126 Shares 229,420 Est. Cost $4.23 Unrealized
UNH UNITEDHEALTH GROUP INC COM 0.4%
Value ($000) $980 Shares 2,073 Est. Cost $434.48 Unrealized +5.2%
SJM SMUCKER J M CO COM NEW 0.4%
Value ($000) $976 Shares 6,202 Est. Cost $70.70 Unrealized +93.8%
USB US BANCORP DEL COM NEW 0.4%
Value ($000) $902 Shares 25,014 Est. Cost $38.97 Unrealized -0.9%
KAI KADANT INC COM 0.3%
Value ($000) $798 Shares 3,825 Est. Cost $40.14 Unrealized +398.8%
CWT CALIFORNIA WTR SVC GROUP COM 0.3%
Value ($000) $779 Shares 13,385 Est. Cost $16.53 Unrealized +233.6%
HLIO HELIOS TECHNOLOGIES INC COM 0.3%
Value ($000) $771 Shares 11,794 Est. Cost $46.71 Unrealized +39.3%
ABBV ABBVIE INC COM 0.3%
Value ($000) $768 Shares 4,816 Est. Cost $86.03 Unrealized +60.6%
TRMB TRIMBLE INC COM 0.3%
Value ($000) $761 Shares 14,521 Est. Cost $41.50 Unrealized +28.6%
HAIN HAIN CELESTIAL GROUP INC 0.3%
Value ($000) $759 Shares 44,230 Est. Cost $29.44 Unrealized -38.1%
MAA MID-AMER APT CMNTYS INC COM 0.3%
Value ($000) $738 Shares 4,888 Est. Cost $71.31 Unrealized +98.5%
SPY SPDR S&P 500 ETF TRUST 0.3%
Value ($000) $737 Shares 1,800 Est. Cost $221.23 Unrealized
TXN TEXAS INSTRS INC COM 0.3%
Value ($000) $696 Shares 3,743 Est. Cost $48.62 Unrealized +231.9%
ABT ABBOTT LABS COM 0.3%
Value ($000) $685 Shares 6,761 Est. Cost $90.01 Unrealized +11.1%
NEE NEXTERA ENERGY INC COM 0.3%
Value ($000) $679 Shares 8,810 Est. Cost $65.38 Unrealized +8.1%
TLT ISHARES 20 YEAR TREASURY BOND ETF 0.3%
Value ($000) $670 Shares 6,300 Est. Cost $117.08 Unrealized
TSCO TRACTOR SUPPLY CO COM 0.3%
Value ($000) $660 Shares 2,807 Est. Cost $10.91 Unrealized +296.6%
WTRG ESSENTIAL UTILS INC COM 0.3%
Value ($000) $653 Shares 14,950 Est. Cost $47.18 Unrealized -4.4%
MSEX MIDDLESEX WTR CO COM 0.3%
Value ($000) $638 Shares 8,161 Est. Cost $24.80 Unrealized +225.3%
GOVT ISHARES U.S. TREASURY BOND ETF 0.3%
Value ($000) $631 Shares 27,000 Est. Cost $23.09 Unrealized
A AGILENT TECHNOLOGIES INC COM 0.3%
Value ($000) $612 Shares 4,427 Est. Cost $68.24 Unrealized +109.9%
SCHW SCHWAB CHARLES CORP COM 0.2%
Value ($000) $586 Shares 11,180 Est. Cost $16.64 Unrealized +322.0%
HUBB HUBBELL INC COM 0.2%
Value ($000) $555 Shares 2,283 Est. Cost $85.69 Unrealized +168.4%
PFE PFIZER INC COM 0.2%
Value ($000) $527 Shares 12,920 Est. Cost $21.36 Unrealized +71.1%
XOM EXXON MOBIL CORP COM 0.2%
Value ($000) $520 Shares 4,740 Est. Cost $58.77 Unrealized +70.5%
AXP AMERICAN EXPRESS CO COM 0.2%
Value ($000) $517 Shares 3,132 Est. Cost $92.51 Unrealized +73.0%
GOOG ALPHABET INC CAP STK CL C 0.2%
Value ($000) $502 Shares 4,826 Est. Cost $109.28 Unrealized -12.3%
NVDA NVIDIA CORPORATION COM 0.2%
Value ($000) $494 Shares 1,780 Est. Cost $16.91 Unrealized +27.9%
VZ VERIZON COMMUNICATIONS INC COM 0.2%
Value ($000) $494 Shares 12,699 Est. Cost $29.34 Unrealized +11.5%
PLD PROLOGIS INC. COM 0.2%
Value ($000) $484 Shares 3,879 Est. Cost $73.85 Unrealized +51.6%
DIS DISNEY WALT CO COM 0.2%
Value ($000) $470 Shares 4,694 Est. Cost $68.14 Unrealized +44.6%
ORLY OREILLY AUTOMOTIVE INC COM 0.2%
Value ($000) $467 Shares 550 Est. Cost $25.36 Unrealized +116.1%
PAYX PAYCHEX INC COM 0.2%
Value ($000) $445 Shares 3,883 Est. Cost $66.68 Unrealized +56.4%
TGT TARGET CORP COM 0.2%
Value ($000) $445 Shares 2,686 Est. Cost $90.16 Unrealized +64.9%
AFL AFLAC INC COM 0.2%
Value ($000) $430 Shares 6,657 Est. Cost $43.70 Unrealized +47.1%
SYY SYSCO CORP COM 0.2%
Value ($000) $412 Shares 5,335 Est. Cost $28.18 Unrealized +150.8%
AZN ASTRAZENECA PLC SPONSORED ADR 0.2%
Value ($000) $410 Shares 5,900 Est. Cost $44.88 Unrealized
VMBS VANGUARD MORTGAGE-BACKED SECURITIES ETF 0.2%
Value ($000) $394 Shares 8,465 Est. Cost $53.94 Unrealized
KO COCA COLA CO COM 0.2%
Value ($000) $387 Shares 6,243 Est. Cost $37.54 Unrealized +47.6%
MCD MCDONALDS CORP COM 0.2%
Value ($000) $382 Shares 1,365 Est. Cost $217.88 Unrealized +15.0%
KEYS KEYSIGHT TECHNOLOGIES INC COM 0.2%
Value ($000) $380 Shares 2,354 Est. Cost $92.41 Unrealized +83.7%
GPC GENUINE PARTS CO COM 0.2%
Value ($000) $379 Shares 2,267 Est. Cost $63.38 Unrealized +144.5%
MMM 3M CO COM 0.1%
Value ($000) $339 Shares 3,225 Est. Cost $105.16 Unrealized -19.3%
MTD METTLER TOLEDO INTERNATIONAL COM 0.1%
Value ($000) $329 Shares 215 Est. Cost $752.79 Unrealized +99.5%
COLB COLUMBIA BKG SYS INC COM 0.1%
Value ($000) $327 Shares 15,247 Est. Cost $23.29 Unrealized 0.0%
APD AIR PRODS & CHEMS INC COM 0.1%
Value ($000) $327 Shares 1,137 Est. Cost $255.16 Unrealized +5.9%
LOW LOWES COS INC COM 0.1%
Value ($000) $318 Shares 1,591 Est. Cost $95.88 Unrealized +100.5%
INTC INTEL CORP COM 0.1%
Value ($000) $304 Shares 9,293 Est. Cost $40.15 Unrealized -31.4%
KRC KILROY RLTY CORP COM 0.1%
Value ($000) $304 Shares 9,369 Est. Cost $66.00 Unrealized
BMY BRISTOL-MYERS SQUIBB CO COM 0.1%
Value ($000) $300 Shares 4,330 Est. Cost $45.07 Unrealized +36.4%
HSY HERSHEY CO COM 0.1%
Value ($000) $297 Shares 1,166 Est. Cost $96.93 Unrealized +124.0%
COST COSTCO WHSL CORP NEW COM 0.1%
Value ($000) $291 Shares 585 Est. Cost $249.80 Unrealized +88.7%
JPM JPMORGAN CHASE & CO COM 0.1%
Value ($000) $290 Shares 2,225 Est. Cost $103.72 Unrealized +23.6%
GE GENERAL ELECTRIC CO COM NEW 0.1%
Value ($000) $283 Shares 2,963 Est. Cost $62.47 Unrealized +5.5%
WTS WATTS WATER TECHNOLOGIES INC CL A 0.1%
Value ($000) $269 Shares 1,596 Est. Cost $132.14 Unrealized +24.7%
CMCSA COMCAST CORP NEW CL A 0.1%
Value ($000) $261 Shares 6,884 Est. Cost $37.81 Unrealized -8.4%
CHD CHURCH & DWIGHT CO INC COM 0.1%
Value ($000) $257 Shares 2,910 Est. Cost $54.44 Unrealized +48.2%
MA MASTERCARD INCORPORATED CL A 0.1%
Value ($000) $255 Shares 703 Est. Cost $357.74 Unrealized -0.1%
RNR RENAISSANCERE HLDGS LTD COM 0.1%
Value ($000) $252 Shares 1,260 Est. Cost $187.77 Unrealized +7.2%
CI THE CIGNA GROUP COM 0.1%
Value ($000) $251 Shares 983 Est. Cost $199.27 Unrealized +38.6%
AEM AGNICO EAGLE MINES LTD COM 0.1%
Value ($000) $234 Shares 4,590 Est. Cost $47.70 Unrealized +0.8%
WMT WALMART INC COM 0.1%
Value ($000) $232 Shares 1,575 Est. Cost $44.42 Unrealized +3.1%
T AT&T INC COM 0.1%
Value ($000) $232 Shares 12,054 Est. Cost $13.70 Unrealized +19.4%
QQQ INVESCO QQQ TRUST 0.1%
Value ($000) $231 Shares 720 Est. Cost $199.99 Unrealized
VTV VANGUARD VALUE ETF 0.1%
Value ($000) $226 Shares 1,634 Est. Cost $119.84 Unrealized
UNP UNION PAC CORP COM 0.1%
Value ($000) $225 Shares 1,116 Est. Cost $148.96 Unrealized +27.1%
UPS UNITED PARCEL SERVICE INC CL B 0.1%
Value ($000) $217 Shares 1,121 Est. Cost $79.90 Unrealized +97.9%
ANSYS INC COM 0.1%
Value ($000) $210 Shares 630 Est. Cost $206.11 Unrealized
WAT WATERS CORP COM 0.1%
Value ($000) $207 Shares 670 Est. Cost $97.66 Unrealized +231.2%
AMZN AMAZON COM INC COM 0.1%
Value ($000) $207 Shares 2,005 Est. Cost $124.02 Unrealized -22.1%
DHR DANAHER CORPORATION COM 0.1%
Value ($000) $199 Shares 788 Est. Cost $130.94 Unrealized +71.1%
WAB WABTEC COM 0.1%
Value ($000) $198 Shares 1,960 Est. Cost $79.30 Unrealized +26.8%
LABORATORY CORP AMER HLDGS COM NEW 0.1%
Value ($000) $197 Shares 859 Est. Cost $172.24 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.1%
Value ($000) $193 Shares 788 Est. Cost $214.24 Unrealized
WM WASTE MGMT INC DEL COM 0.1%
Value ($000) $192 Shares 1,176 Est. Cost $140.28 Unrealized +4.3%
SNY SANOFI SPONSORED ADR 0.1%
Value ($000) $186 Shares 3,410 Est. Cost $43.02 Unrealized
TLH ISHARES 10-20 YEAR TREASURY BOND ETF 0.1%
Value ($000) $180 Shares 1,570 Est. Cost $108.18 Unrealized
GLD SPDR GOLD SHARES 0.1%
Value ($000) $179 Shares 976 Est. Cost $165.49 Unrealized
NKE NIKE INC CL B 0.1%
Value ($000) $176 Shares 1,436 Est. Cost $53.06 Unrealized +119.9%
VO VANGUARD MID-CAP ETF 0.1%
Value ($000) $170 Shares 808 Est. Cost $237.60 Unrealized
CVS CVS HEALTH CORP COM 0.1%
Value ($000) $167 Shares 2,245 Est. Cost $62.85 Unrealized +19.6%
CME CME GROUP INC COM 0.1%
Value ($000) $166 Shares 866 Est. Cost $159.61 Unrealized +1.5%
FDX FEDEX CORP COM 0.1%
Value ($000) $166 Shares 725 Est. Cost $152.68 Unrealized +24.9%
ELME ELME COMMUNITIES SH BEN INT 0.1%
Value ($000) $164 Shares 9,175 Est. Cost $23.70 Unrealized
ORCL ORACLE CORP COM 0.1%
Value ($000) $163 Shares 1,752 Est. Cost $77.81 Unrealized +9.0%
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.1%
Value ($000) $159 Shares 1,052 Est. Cost $144.17 Unrealized
IRM IRON MTN INC DEL COM 0.1%
Value ($000) $159 Shares 3,000 Est. Cost $34.67 Unrealized +36.3%
WEC WEC ENERGY GROUP INC COM 0.1%
Value ($000) $158 Shares 1,670 Est. Cost $80.62 Unrealized +3.6%
RTX RAYTHEON TECHNOLOGIES CORP COM 0.1%
Value ($000) $155 Shares 1,584 Est. Cost $76.41 Unrealized +20.8%
MCO MOODYS CORP COM 0.1%
Value ($000) $153 Shares 500 Est. Cost $295.49 Unrealized -0.2%
AYI ACUITY BRANDS INC COM 0.1%
Value ($000) $153 Shares 835 Est. Cost $105.69 Unrealized +73.3%
NEOG NEOGEN CORP COM 0.1%
Value ($000) $149 Shares 8,066 Est. Cost $32.15 Unrealized -41.5%
WY WEYERHAEUSER CO MTN BE COM NEW 0.1%
Value ($000) $148 Shares 4,896 Est. Cost $30.53 Unrealized -6.3%
MCHP MICROCHIP TECHNOLOGY INC. COM 0.1%
Value ($000) $145 Shares 1,727 Est. Cost $71.51 Unrealized +3.9%
GDX VANECK GOLD MINERS ETF 0.1%
Value ($000) $145 Shares 4,470 Est. Cost $33.07 Unrealized
CVX CHEVRON CORP NEW COM 0.1%
Value ($000) $144 Shares 882 Est. Cost $102.29 Unrealized +45.1%
VUG VANGUARD GROWTH ETF 0.1%
Value ($000) $142 Shares 569 Est. Cost $250.46 Unrealized
BSV VANGUARD SHORT-TERM BOND ETF 0.1%
Value ($000) $141 Shares 1,849 Est. Cost $76.80 Unrealized
MCK MCKESSON CORP COM 0.1%
Value ($000) $141 Shares 397 Est. Cost $188.10 Unrealized +89.3%
SLV ISHARES SILVER TRUST 0.1%
Value ($000) $139 Shares 6,305 Est. Cost $18.96 Unrealized
TRV TRAVELERS COMPANIES INC COM 0.1%
Value ($000) $139 Shares 813 Est. Cost $141.30 Unrealized +21.7%
APH AMPHENOL CORP NEW CL A 0.1%
Value ($000) $139 Shares 1,700 Est. Cost $38.49 Unrealized 0.0%
WALGREENS BOOTS ALLIANCE INC COM 0.1%
Value ($000) $138 Shares 4,000 Est. Cost $66.35 Unrealized
IDA IDACORP INC COM 0.1%
Value ($000) $138 Shares 1,270 Est. Cost $100.24 Unrealized +4.7%
KMB KIMBERLY-CLARK CORP COM 0.1%
Value ($000) $137 Shares 1,022 Est. Cost $112.39 Unrealized +3.4%
MSCI MSCI INC COM 0.1%
Value ($000) $137 Shares 245 Est. Cost $511.54 Unrealized 0.0%
ALC ALCON AG ORD SHS 0.1%
Value ($000) $127 Shares 1,800 Est. Cost $57.12 Unrealized +23.3%
NUVEEN AMT FREE QLTY MUN INCME COM 0.1%
Value ($000) $122 Shares 10,971 Est. Cost $14.66 Unrealized
SIL GLOBAL X SILVER MINERS ETF 0.1%
Value ($000) $121 Shares 3,945 Est. Cost $42.59 Unrealized
VUSB VANGUARD ULTRA-SHORT BOND ETF 0.1%
Value ($000) $120 Shares 2,442 Est. Cost $49.13 Unrealized
VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 0.1%
Value ($000) $120 Shares 1,573 Est. Cost $82.77 Unrealized
XRAY DENTSPLY SIRONA INC COM 0.1%
Value ($000) $118 Shares 3,000 Est. Cost $41.15 Unrealized -10.8%
NSC NORFOLK SOUTHN CORP COM 0.0%
Value ($000) $117 Shares 550 Est. Cost $250.29 Unrealized -13.4%
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $115 Shares 1,508 Est. Cost $152.13 Unrealized -49.5%
TNC TENNANT CO COM 0.0%
Value ($000) $114 Shares 1,666 Est. Cost $76.69 Unrealized -15.0%
KMX CARMAX INC COM 0.0%
Value ($000) $113 Shares 1,765 Est. Cost $78.21 Unrealized -14.4%
ATLANTICA SUSTAINABLE INFR PLC SHS 0.0%
Value ($000) $112 Shares 3,800 Est. Cost $31.09 Unrealized
ZTS ZOETIS INC CL A 0.0%
Value ($000) $108 Shares 650 Est. Cost $159.02 Unrealized 0.0%
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $108 Shares 1,234 Est. Cost $87.71 Unrealized -5.8%
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $107 Shares 600 Est. Cost $228.97 Unrealized
SHW SHERWIN WILLIAMS CO COM 0.0%
Value ($000) $104 Shares 462 Est. Cost $263.49 Unrealized -15.4%
CARR CARRIER GLOBAL CORPORATION COM 0.0%
Value ($000) $103 Shares 2,259 Est. Cost $42.99 Unrealized +0.3%
HLN HALEON PLC SPON ADS 0.0%
Value ($000) $102 Shares 12,485 Est. Cost $6.10 Unrealized
TIP ISHARES TIPS BOND ETF 0.0%
Value ($000) $96 Shares 875 Est. Cost $119.92 Unrealized
DOV DOVER CORP COM 0.0%
Value ($000) $96 Shares 633 Est. Cost $150.56 Unrealized -5.9%
NUVEEN SELECT TAX-FREE INCOME SH BEN INT 0.0%
Value ($000) $95 Shares 6,653 Est. Cost $18.34 Unrealized
VRTX VERTEX PHARMACEUTICALS INC COM 0.0%
Value ($000) $95 Shares 300 Est. Cost $211.95 Unrealized +41.5%
HPQ HP INC COM 0.0%
Value ($000) $94 Shares 3,200 Est. Cost $27.18 Unrealized -5.4%
CRM SALESFORCE INC COM 0.0%
Value ($000) $92 Shares 461 Est. Cost $220.80 Unrealized -24.4%
FITB FIFTH THIRD BANCORP COM 0.0%
Value ($000) $92 Shares 3,456 Est. Cost $33.37 Unrealized -11.8%
WEX WEX INC COM 0.0%
Value ($000) $92 Shares 500 Est. Cost $182.16 Unrealized 0.0%
WOLFSPEED INC COM 0.0%
Value ($000) $91 Shares 1,400 Est. Cost $81.11 Unrealized
AVY AVERY DENNISON CORP COM 0.0%
Value ($000) $90 Shares 504 Est. Cost $194.12 Unrealized -11.3%
HYMB SPDR NUVEEN BLOOMBERG HIGH YIELD MUNICIPAL BOND ETF 0.0%
Value ($000) $90 Shares 3,593 Est. Cost $42.86 Unrealized
YUM YUM BRANDS INC COM 0.0%
Value ($000) $90 Shares 680 Est. Cost $108.09 Unrealized +12.6%
BIL SPDR BLOOMBERG 1-3 MONTH T-BILL ETF 0.0%
Value ($000) $89 Shares 965 Est. Cost $90.92 Unrealized
NUVEEN AMT-FREE MUN VALUE FD COM 0.0%
Value ($000) $89 Shares 6,428 Est. Cost $17.20 Unrealized
WOR WORTHINGTON INDS INC COM 0.0%
Value ($000) $87 Shares 1,350 Est. Cost $40.47 Unrealized -12.6%
AJG GALLAGHER ARTHUR J & CO COM 0.0%
Value ($000) $86 Shares 451 Est. Cost $175.03 Unrealized +5.5%
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $84 Shares 2,243 Est. Cost $40.04 Unrealized +1.1%
GDXJ VANECK JUNIOR GOLD MINERS ETF 0.0%
Value ($000) $83 Shares 2,095 Est. Cost $44.86 Unrealized
V VISA INC COM CL A 0.0%
Value ($000) $82 Shares 362 Est. Cost $220.27 Unrealized -1.1%
XLU UTILITIES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $81 Shares 1,200 Est. Cost $63.33 Unrealized
LKFN LAKELAND FINL CORP COM 0.0%
Value ($000) $78 Shares 1,250 Est. Cost $36.85 Unrealized +71.6%
PPG PPG INDS INC COM 0.0%
Value ($000) $78 Shares 585 Est. Cost $156.34 Unrealized -22.5%
GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK 0.0%
Value ($000) $78 Shares 952 Est. Cost $71.08 Unrealized 0.0%
IJR ISHARES CORE S&P SMALL CAP ETF 0.0%
Value ($000) $77 Shares 800 Est. Cost $113.12 Unrealized
MAS MASCO CORP COM 0.0%
Value ($000) $75 Shares 1,500 Est. Cost $56.54 Unrealized -13.5%
IFF INTERNATIONAL FLAVORS&FRAGRANC COM 0.0%
Value ($000) $74 Shares 810 Est. Cost $126.29 Unrealized -27.4%
SBUX STARBUCKS CORP COM 0.0%
Value ($000) $74 Shares 710 Est. Cost $100.04 Unrealized -3.0%
NEM NEWMONT CORP COM 0.0%
Value ($000) $74 Shares 1,500 Est. Cost $40.82 Unrealized +9.8%
KD KYNDRYL HLDGS INC COMMON STOCK 0.0%
Value ($000) $72 Shares 4,884 Est. Cost $16.89 Unrealized -16.0%
BLACKROCK CR ALLOCATION INCOME COM 0.0%
Value ($000) $72 Shares 7,000 Est. Cost $15.60 Unrealized
IDEV ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF 0.0%
Value ($000) $72 Shares 1,185 Est. Cost $61.69 Unrealized
VHT VANGUARD HEALTH CARE ETF 0.0%
Value ($000) $72 Shares 300 Est. Cost $246.67 Unrealized
MPC MARATHON PETE CORP COM 0.0%
Value ($000) $68 Shares 503 Est. Cost $106.44 Unrealized +10.5%
STZ CONSTELLATION BRANDS INC CL A 0.0%
Value ($000) $68 Shares 300 Est. Cost $217.42 Unrealized -3.0%
ROP ROPER TECHNOLOGIES INC COM 0.0%
Value ($000) $67 Shares 153 Est. Cost $429.90 Unrealized -1.3%
UTHR UNITED THERAPEUTICS CORP DEL COM 0.0%
Value ($000) $67 Shares 300 Est. Cost $193.71 Unrealized +27.3%
ZBH ZIMMER BIOMET HOLDINGS INC COM 0.0%
Value ($000) $66 Shares 507 Est. Cost $153.43 Unrealized -20.3%
EMN EASTMAN CHEM CO COM 0.0%
Value ($000) $64 Shares 755 Est. Cost $101.52 Unrealized -24.6%
VITL VITAL FARMS INC COM 0.0%
Value ($000) $64 Shares 4,160 Est. Cost $17.84 Unrealized -11.2%
MAR MARRIOTT INTL INC NEW CL A 0.0%
Value ($000) $63 Shares 381 Est. Cost $136.81 Unrealized +18.3%
FDS FACTSET RESH SYS INC COM 0.0%
Value ($000) $62 Shares 150 Est. Cost $337.31 Unrealized +19.9%
QCOM QUALCOMM INC COM 0.0%
Value ($000) $61 Shares 480 Est. Cost $122.93 Unrealized -5.3%
WESTERN ASST INFLTN LKD INM FD COM SH BEN INT 0.0%
Value ($000) $61 Shares 7,000 Est. Cost $14.00 Unrealized
CNI CANADIAN NATL RY CO COM 0.0%
Value ($000) $59 Shares 500 Est. Cost $101.55 Unrealized +9.8%
SPYX SPDR S&P 500 FOSSIL FUEL RESERVES FREE ETF 0.0%
Value ($000) $59 Shares 1,768 Est. Cost $56.16 Unrealized
GWW GRAINGER W W INC COM 0.0%
Value ($000) $59 Shares 85 Est. Cost $419.26 Unrealized +48.2%
CDW CDW CORP COM 0.0%
Value ($000) $58 Shares 300 Est. Cost $189.24 Unrealized 0.0%
IHI ISHARES U.S. MEDICAL DEVICES ETF 0.0%
Value ($000) $58 Shares 1,080 Est. Cost $66.52 Unrealized
BN BROOKFIELD CORP CL A LTD VT SH 0.0%
Value ($000) $58 Shares 1,771 Est. Cost $21.90 Unrealized +0.7%
DLTR DOLLAR TREE INC COM 0.0%
Value ($000) $57 Shares 400 Est. Cost $108.70 Unrealized +33.5%
MUB ISHARES NATIONAL MUNI BOND ETF 0.0%
Value ($000) $56 Shares 522 Est. Cost $116.81 Unrealized
CAT CATERPILLAR INC COM 0.0%
Value ($000) $56 Shares 245 Est. Cost $206.51 Unrealized +11.7%
SPGI S&P GLOBAL INC COM 0.0%
Value ($000) $55 Shares 160 Est. Cost $369.84 Unrealized -7.1%
EBAY EBAY INC. COM 0.0%
Value ($000) $54 Shares 1,225 Est. Cost $58.95 Unrealized -26.5%
INVESCO BULLETSHARES 2023 CORPORATE BOND ETF 0.0%
Value ($000) $53 Shares 2,500 Est. Cost $21.08 Unrealized
PANW PALO ALTO NETWORKS INC COM 0.0%
Value ($000) $52 Shares 261 Est. Cost $78.81 Unrealized +7.5%
ASML ASML HOLDING N V N Y REGISTRY SHS 0.0%
Value ($000) $51 Shares 75 Est. Cost $684.44 Unrealized
HPE HEWLETT PACKARD ENTERPRISE CO COM 0.0%
Value ($000) $51 Shares 3,200 Est. Cost $13.58 Unrealized +6.5%
AMP AMERIPRISE FINL INC COM 0.0%
Value ($000) $51 Shares 166 Est. Cost $248.02 Unrealized +26.8%
INVESCO BULLETSHARES 2025 CORPORATE BOND ETF 0.0%
Value ($000) $51 Shares 2,500 Est. Cost $20.28 Unrealized
VOT VANGUARD MID-CAP GROWTH ETF 0.0%
Value ($000) $50 Shares 254 Est. Cost $236.22 Unrealized
AGZ ISHARES AGENCY BOND ETF 0.0%
Value ($000) $49 Shares 457 Est. Cost $115.27 Unrealized
PFG PRINCIPAL FINANCIAL GROUP INC COM 0.0%
Value ($000) $49 Shares 659 Est. Cost $54.06 Unrealized +41.0%
AGI ALAMOS GOLD INC NEW COM CL A 0.0%
Value ($000) $49 Shares 4,000 Est. Cost $6.61 Unrealized +61.4%
VRSK VERISK ANALYTICS INC COM 0.0%
Value ($000) $48 Shares 250 Est. Cost $177.79 Unrealized 0.0%
BSCQ INVESCO BULLETSHARES 2026 CORPORATE BOND ETF 0.0%
Value ($000) $48 Shares 2,500 Est. Cost $19.16 Unrealized
HIW HIGHWOODS PPTYS INC COM 0.0%
Value ($000) $47 Shares 2,040 Est. Cost $43.21 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TRUST 0.0%
Value ($000) $46 Shares 100 Est. Cost $490.00 Unrealized
PLTR PALANTIR TECHNOLOGIES INC CL A 0.0%
Value ($000) $45 Shares 5,350 Est. Cost $13.34 Unrealized -41.3%
CE CELANESE CORP DEL COM 0.0%
Value ($000) $44 Shares 400 Est. Cost $142.81 Unrealized -22.6%
ARE ALEXANDRIA REAL ESTATE EQ INC COM 0.0%
Value ($000) $41 Shares 330 Est. Cost $144.30 Unrealized -12.5%
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.0%
Value ($000) $41 Shares 566 Est. Cost $75.97 Unrealized
BX BLACKSTONE INC COM 0.0%
Value ($000) $41 Shares 471 Est. Cost $76.25 Unrealized +6.4%
ADBE ADOBE SYSTEMS INCORPORATED COM 0.0%
Value ($000) $41 Shares 107 Est. Cost $500.58 Unrealized -29.0%
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.0%
Value ($000) $40 Shares 406 Est. Cost $96.99 Unrealized
AMAT APPLIED MATLS INC COM 0.0%
Value ($000) $40 Shares 326 Est. Cost $129.71 Unrealized -13.7%
PNC PNC FINL SVCS GROUP INC COM 0.0%
Value ($000) $40 Shares 315 Est. Cost $159.71 Unrealized -15.7%
BHB BAR HBR BANKSHARES COM 0.0%
Value ($000) $40 Shares 1,500 Est. Cost $15.42 Unrealized +68.9%
TROW PRICE T ROWE GROUP INC COM 0.0%
Value ($000) $40 Shares 351 Est. Cost $162.15 Unrealized -38.6%
XYL XYLEM INC COM 0.0%
Value ($000) $39 Shares 372 Est. Cost $101.34 Unrealized -0.4%
BK BANK NEW YORK MELLON CORP COM 0.0%
Value ($000) $38 Shares 833 Est. Cost $44.59 Unrealized +0.4%
SMB VANECK SHORT MUNI ETF 0.0%
Value ($000) $38 Shares 2,216 Est. Cost $18.05 Unrealized
FAST FASTENAL CO COM 0.0%
Value ($000) $38 Shares 696 Est. Cost $23.29 Unrealized +2.6%
CTAS CINTAS CORP COM 0.0%
Value ($000) $37 Shares 80 Est. Cost $84.94 Unrealized +26.5%
ETN EATON CORP PLC SHS 0.0%
Value ($000) $37 Shares 216 Est. Cost $145.38 Unrealized +10.2%
AROW ARROW FINL CORP COM 0.0%
Value ($000) $35 Shares 1,416 Est. Cost $28.68 Unrealized -8.0%
INARI MED INC COM 0.0%
Value ($000) $35 Shares 568 Est. Cost $93.31 Unrealized
CPT CAMDEN PPTY TR SH BEN INT 0.0%
Value ($000) $34 Shares 323 Est. Cost $76.99 Unrealized +32.0%
CSX CSX CORP COM 0.0%
Value ($000) $34 Shares 1,129 Est. Cost $30.82 Unrealized -4.4%
PH PARKER-HANNIFIN CORP COM 0.0%
Value ($000) $34 Shares 100 Est. Cost $291.08 Unrealized +10.0%
L LOEWS CORP COM 0.0%
Value ($000) $33 Shares 563 Est. Cost $55.04 Unrealized +6.6%
HOLX HOLOGIC INC COM 0.0%
Value ($000) $30 Shares 375 Est. Cost $66.85 Unrealized +20.4%
CPER UNITED STATES COPPER INDEX FUND 0.0%
Value ($000) $30 Shares 1,200 Est. Cost $27.92 Unrealized
MIDD MIDDLEBY CORP COM 0.0%
Value ($000) $29 Shares 200 Est. Cost $169.01 Unrealized -12.1%
VGT VANGUARD INFORMATION TECHNOLOGY ETF 0.0%
Value ($000) $29 Shares 75 Est. Cost $400.00 Unrealized
UBER UBER TECHNOLOGIES INC COM 0.0%
Value ($000) $29 Shares 900 Est. Cost $27.81 Unrealized +14.1%
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $28 Shares 400 Est. Cost $55.60 Unrealized +9.9%
ISRG INTUITIVE SURGICAL INC COM NEW 0.0%
Value ($000) $28 Shares 108 Est. Cost $288.23 Unrealized -14.5%
TWLO TWILIO INC CL A 0.0%
Value ($000) $27 Shares 400 Est. Cost $103.42 Unrealized -40.4%
HMN HORACE MANN EDUCATORS CORP NEW COM 0.0%
Value ($000) $25 Shares 760 Est. Cost $39.71 Unrealized -10.0%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.0%
Value ($000) $25 Shares 552 Est. Cost $41.97 Unrealized
AVGO BROADCOM INC COM 0.0%
Value ($000) $24 Shares 37 Est. Cost $47.10 Unrealized +22.3%
EVOQUA WATER TECHNOLOGIES CORP COM 0.0%
Value ($000) $24 Shares 476 Est. Cost $33.65 Unrealized
CB CHUBB LIMITED COM 0.0%
Value ($000) $23 Shares 120 Est. Cost $155.25 Unrealized +30.6%
WESTERN AST INFL LKD OPP & INM COM 0.0%
Value ($000) $23 Shares 2,500 Est. Cost $13.09 Unrealized
BLACKROCK INC COM 0.0%
Value ($000) $23 Shares 34 Est. Cost $708.62 Unrealized
IQV IQVIA HLDGS INC COM 0.0%
Value ($000) $23 Shares 114 Est. Cost $233.08 Unrealized -8.3%
ADI ANALOG DEVICES INC COM 0.0%
Value ($000) $21 Shares 105 Est. Cost $147.67 Unrealized +15.5%
PSCT INVESCO S&P SMALLCAP INFORMATION TECHNOLOGY ETF 0.0%
Value ($000) $20 Shares 150 Est. Cost $146.67 Unrealized
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.0%
Value ($000) $20 Shares 69 Est. Cost $295.12 Unrealized -11.4%
SON SONOCO PRODS CO COM 0.0%
Value ($000) $20 Shares 322 Est. Cost $52.80 Unrealized -0.1%
DE DEERE & CO COM 0.0%
Value ($000) $19 Shares 47 Est. Cost $330.84 Unrealized +20.0%
TJX TJX COS INC NEW COM 0.0%
Value ($000) $19 Shares 242 Est. Cost $64.33 Unrealized +17.6%
LMT LOCKHEED MARTIN CORP COM 0.0%
Value ($000) $19 Shares 40 Est. Cost $338.54 Unrealized +28.0%
MRSH MARSH & MCLENNAN COS INC COM 0.0%
Value ($000) $18 Shares 110 Est. Cost $135.86 Unrealized +17.3%
BAX BAXTER INTL INC COM 0.0%
Value ($000) $18 Shares 450 Est. Cost $75.68 Unrealized -47.9%
ELV ELEVANCE HEALTH INC COM 0.0%
Value ($000) $18 Shares 39 Est. Cost $432.66 Unrealized +5.2%
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $18 Shares 180 Est. Cost $109.40 Unrealized -9.1%
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) $17 Shares 250 Est. Cost $53.77 Unrealized +12.8%
TSLA TESLA INC COM 0.0%
Value ($000) $17 Shares 80 Est. Cost $259.23 Unrealized -32.7%
SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF 0.0%
Value ($000) $16 Shares 252 Est. Cost $146.83 Unrealized
AON AON PLC SHS CL A 0.0%
Value ($000) $16 Shares 51 Est. Cost $236.31 Unrealized +28.3%
TT TRANE TECHNOLOGIES PLC SHS 0.0%
Value ($000) $16 Shares 86 Est. Cost $152.32 Unrealized +15.5%
ADM ARCHER DANIELS MIDLAND CO COM 0.0%
Value ($000) $16 Shares 195 Est. Cost $57.39 Unrealized +29.6%
ETSY ETSY INC COM 0.0%
Value ($000) $15 Shares 138 Est. Cost $91.30 Unrealized +35.8%
VV VANGUARD LARGE-CAP ETF 0.0%
Value ($000) $15 Shares 82 Est. Cost $174.20 Unrealized
OTIS OTIS WORLDWIDE CORP COM 0.0%
Value ($000) $15 Shares 181 Est. Cost $71.71 Unrealized +10.0%
STT STATE STR CORP COM 0.0%
Value ($000) $15 Shares 200 Est. Cost $72.44 Unrealized +5.2%
BYND BEYOND MEAT INC COM 0.0%
Value ($000) $15 Shares 930 Est. Cost $50.76 Unrealized -67.6%
HON HONEYWELL INTL INC COM 0.0%
Value ($000) $15 Shares 78 Est. Cost $192.16 Unrealized -8.1%
SPOT SPOTIFY TECHNOLOGY S A SHS 0.0%
Value ($000) $15 Shares 110 Est. Cost $109.84 Unrealized +4.2%
NYT NEW YORK TIMES CO CL A 0.0%
Value ($000) $15 Shares 374 Est. Cost $41.14 Unrealized -13.4%
SHOP SHOPIFY INC CL A 0.0%
Value ($000) $14 Shares 300 Est. Cost $42.70 Unrealized +3.0%
DASH DOORDASH INC CL A 0.0%
Value ($000) $14 Shares 225 Est. Cost $79.42 Unrealized -27.8%
LVWR LIVEWIRE GROUP INC COM 0.0%
Value ($000) $14 Shares 2,100 Est. Cost $9.70 Unrealized -33.5%
SBAC SBA COMMUNICATIONS CORP NEW CL A 0.0%
Value ($000) $13 Shares 51 Est. Cost $280.45 Unrealized -6.9%
LULU LULULEMON ATHLETICA INC COM 0.0%
Value ($000) $13 Shares 36 Est. Cost $329.33 Unrealized -4.8%
XLE ENERGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $13 Shares 157 Est. Cost $72.69 Unrealized
CBU COMMUNITY BK SYS INC COM 0.0%
Value ($000) $13 Shares 246 Est. Cost $68.01 Unrealized -22.2%
IIPR INNOVATIVE INDL PPTYS INC COM 0.0%
Value ($000) $13 Shares 169 Est. Cost $140.10 Unrealized
LPLA LPL FINL HLDGS INC COM 0.0%
Value ($000) $13 Shares 63 Est. Cost $180.31 Unrealized +26.8%
META META PLATFORMS INC CL A 0.0%
Value ($000) $13 Shares 60 Est. Cost $168.72 Unrealized +0.2%
OXY OCCIDENTAL PETE CORP COM 0.0%
Value ($000) $12 Shares 200 Est. Cost $58.13 Unrealized +1.8%
IHF ISHARES U.S. HEALTHCARE PROVIDERS ETF 0.0%
Value ($000) $12 Shares 50 Est. Cost $247.22 Unrealized
RSG REPUBLIC SVCS INC COM 0.0%
Value ($000) $12 Shares 90 Est. Cost $101.09 Unrealized +21.8%
ES EVERSOURCE ENERGY COM 0.0%
Value ($000) $12 Shares 155 Est. Cost $72.67 Unrealized -4.6%
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $12 Shares 375 Est. Cost $34.20 Unrealized
ABNB AIRBNB INC COM CL A 0.0%
Value ($000) $12 Shares 96 Est. Cost $155.81 Unrealized -26.7%
JBHT HUNT J B TRANS SVCS INC COM 0.0%
Value ($000) $12 Shares 67 Est. Cost $188.18 Unrealized -6.1%
CRON CRONOS GROUP INC COM 0.0%
Value ($000) $12 Shares 6,000 Est. Cost $3.12 Unrealized -28.0%
EBC EASTERN BANKSHARES INC COM 0.0%
Value ($000) $11 Shares 900 Est. Cost $18.50 Unrealized -23.9%
COF CAPITAL ONE FINL CORP COM 0.0%
Value ($000) $11 Shares 115 Est. Cost $107.44 Unrealized -7.2%
GLW CORNING INC COM 0.0%
Value ($000) $11 Shares 300 Est. Cost $35.71 Unrealized -10.1%
VNT VONTIER CORPORATION COM 0.0%
Value ($000) $11 Shares 385 Est. Cost $32.94 Unrealized -26.6%
EMBC EMBECTA CORP COMMON STOCK 0.0%
Value ($000) $10 Shares 369 Est. Cost $25.42 Unrealized -0.3%
UNB UNION BANKSHARES INC COM 0.0%
Value ($000) $10 Shares 450 Est. Cost $33.44 Unrealized -25.9%
OKE ONEOK INC NEW COM 0.0%
Value ($000) $10 Shares 155 Est. Cost $49.62 Unrealized +15.5%
ORA ORMAT TECHNOLOGIES INC COM 0.0%
Value ($000) $10 Shares 115 Est. Cost $69.12 Unrealized +24.6%
HL HECLA MNG CO COM 0.0%
Value ($000) $9 Shares 1,500 Est. Cost $4.31 Unrealized +31.0%
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $9 Shares 250 Est. Cost $28.00 Unrealized
TILRAY BRANDS INC COM 0.0%
Value ($000) $9 Shares 3,700 Est. Cost $3.19 Unrealized
MASI MASIMO CORP COM 0.0%
Value ($000) $9 Shares 49 Est. Cost $228.17 Unrealized -26.1%
FRCB FIRST REP BK SAN FRANCISCO CAL COM 0.0%
Value ($000) $9 Shares 616 Est. Cost $180.90 Unrealized -43.4%
ZM ZOOM VIDEO COMMUNICATIONS INC CL A 0.0%
Value ($000) $8 Shares 115 Est. Cost $333.04 Unrealized -78.4%
ALK ALASKA AIR GROUP INC COM 0.0%
Value ($000) $8 Shares 200 Est. Cost $51.67 Unrealized -9.2%
PGR PROGRESSIVE CORP COM 0.0%
Value ($000) $8 Shares 58 Est. Cost $85.34 Unrealized +47.6%
ARMK ARAMARK COM 0.0%
Value ($000) $8 Shares 223 Est. Cost $24.86 Unrealized +10.4%
DSI ISHARES MSCI KLD 400 SOCIAL ETF 0.0%
Value ($000) $8 Shares 100 Est. Cost $77.99 Unrealized
PHO INVESCO WATER RESOURCES ETF 0.0%
Value ($000) $8 Shares 142 Est. Cost $53.35 Unrealized
SPY SPDR S&P 500 ETF TRUST 0.0%
Value ($000) $8 Shares 18,500 Est. Cost $221.23 Unrealized
IRWD IRONWOOD PHARMACEUTICALS INC COM CL A 0.0%
Value ($000) $7 Shares 702 Est. Cost $11.45 Unrealized -2.1%
EXC EXELON CORP COM 0.0%
Value ($000) $7 Shares 174 Est. Cost $35.19 Unrealized +6.3%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.0%
Value ($000) $7 Shares 33 Est. Cost $218.22 Unrealized
REGN REGENERON PHARMACEUTICALS COM 0.0%
Value ($000) $7 Shares 8 Est. Cost $617.39 Unrealized +21.5%
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $7 Shares 67 Est. Cost $100.49 Unrealized -19.0%
QQQ INVESCO QQQ TRUST 0.0%
Value ($000) $6 Shares 20,000 Est. Cost $199.99 Unrealized
EVX VANECK ENVIRONMENTAL SERVICES ETF 0.0%
Value ($000) $6 Shares 40 Est. Cost $145.53 Unrealized
CANOPY GROWTH CORP COM 0.0%
Value ($000) $6 Shares 3,300 Est. Cost $2.73 Unrealized
XMFVX MFS SPL VALUE TR SH BEN INT 0.0%
Value ($000) $6 Shares 1,325 Est. Cost $6.79 Unrealized
PSX PHILLIPS 66 COM 0.0%
Value ($000) $6 Shares 55 Est. Cost $91.37 Unrealized +0.3%
ALLY ALLY FINL INC COM 0.0%
Value ($000) $5 Shares 200 Est. Cost $29.22 Unrealized -11.9%
JSTC ADASINA SOCIAL JUSTICE ALL CAP GLOBAL ETF 0.0%
Value ($000) $5 Shares 323 Est. Cost $15.63 Unrealized
MET METLIFE INC COM 0.0%
Value ($000) $5 Shares 87 Est. Cost $63.82 Unrealized -3.2%
VTRS VIATRIS INC COM 0.0%
Value ($000) $5 Shares 515 Est. Cost $11.85 Unrealized -18.2%
DEO DIAGEO PLC SPON ADR NEW 0.0%
Value ($000) $5 Shares 27 Est. Cost $187.87 Unrealized
ELS EQUITY LIFESTYLE PPTYS INC COM 0.0%
Value ($000) $5 Shares 72 Est. Cost $69.44 Unrealized
XYZ BLOCK INC CL A 0.0%
Value ($000) $5 Shares 70 Est. Cost $130.20 Unrealized -42.5%
FR FIRST INDL RLTY TR INC COM 0.0%
Value ($000) $5 Shares 88 Est. Cost $45.45 Unrealized
CEG CONSTELLATION ENERGY CORP COM 0.0%
Value ($000) $5 Shares 58 Est. Cost $87.71 Unrealized -9.9%
WELL WELLTOWER INC COM 0.0%
Value ($000) $5 Shares 63 Est. Cost $71.84 Unrealized -5.6%
AMH AMERICAN HOMES 4 RENT CL A 0.0%
Value ($000) $4 Shares 139 Est. Cost $35.97 Unrealized
IMPACT SHARES AFFORDABLE HOUSING MBS ETF 0.0%
Value ($000) $4 Shares 250 Est. Cost $17.33 Unrealized
TEAM ATLASSIAN CORPORATION CL A 0.0%
Value ($000) $4 Shares 25 Est. Cost $233.56 Unrealized -31.7%
AMN AMN HEALTHCARE SVCS INC COM 0.0%
Value ($000) $4 Shares 50 Est. Cost $103.82 Unrealized -9.3%
STNE STONECO LTD COM CL A 0.0%
Value ($000) $4 Shares 410 Est. Cost $15.59 Unrealized
WDAY WORKDAY INC CL A 0.0%
Value ($000) $4 Shares 18 Est. Cost $240.49 Unrealized -24.3%
TFC TRUIST FINL CORP COM 0.0%
Value ($000) $4 Shares 105 Est. Cost $42.89 Unrealized -13.0%
CRTO CRITEO S A SPONS ADS 0.0%
Value ($000) $3 Shares 100 Est. Cost $50.00 Unrealized
SNOW SNOWFLAKE INC CL A 0.0%
Value ($000) $3 Shares 20 Est. Cost $232.63 Unrealized -37.0%
RNG RINGCENTRAL INC CL A 0.0%
Value ($000) $3 Shares 100 Est. Cost $35.77 Unrealized -0.0%
COIN COINBASE GLOBAL INC COM CL A 0.0%
Value ($000) $3 Shares 40 Est. Cost $95.18 Unrealized -37.1%
CCI CROWN CASTLE INC COM 0.0%
Value ($000) $3 Shares 20 Est. Cost $152.47 Unrealized -22.9%
BKNG BOOKING HOLDINGS INC COM 0.0%
Value ($000) $3 Shares 1 Est. Cost $2296.54 Unrealized +4.3%
SEDG SOLAREDGE TECHNOLOGIES INC COM 0.0%
Value ($000) $2 Shares 8 Est. Cost $276.46 Unrealized +10.3%
NFLX NETFLIX INC COM 0.0%
Value ($000) $2 Shares 7 Est. Cost $22.21 Unrealized +49.0%
LAMR LAMAR ADVERTISING CO NEW CL A 0.0%
Value ($000) $2 Shares 24 Est. Cost $83.33 Unrealized
KIM KIMCO RLTY CORP COM 0.0%
Value ($000) $2 Shares 121 Est. Cost $17.91 Unrealized -0.3%
HST HOST HOTELS & RESORTS INC COM 0.0%
Value ($000) $2 Shares 131 Est. Cost $14.48 Unrealized +0.4%
MKTX MARKETAXESS HLDGS INC COM 0.0%
Value ($000) $2 Shares 5 Est. Cost $244.83 Unrealized +38.7%
WBS WEBSTER FINL CORP COM 0.0%
Value ($000) $2 Shares 48 Est. Cost $46.28 Unrealized +3.7%
PBW INVESCO WILDERHILL CLEAN ENERGY ETF 0.0%
Value ($000) $2 Shares 46 Est. Cost $40.41 Unrealized
GEN GEN DIGITAL INC COM 0.0%
Value ($000) $2 Shares 100 Est. Cost $22.60 Unrealized -16.5%
RIVN RIVIAN AUTOMOTIVE INC COM CL A 0.0%
Value ($000) $2 Shares 110 Est. Cost $34.08 Unrealized -50.5%
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $2 Shares 20 Est. Cost $62.05 Unrealized +20.4%
LUV SOUTHWEST AIRLS CO COM 0.0%
Value ($000) $2 Shares 50 Est. Cost $55.76 Unrealized -42.9%
OMCL OMNICELL COM COM 0.0%
Value ($000) $1 Shares 24 Est. Cost $105.05 Unrealized -47.5%
MTH MERITAGE HOMES CORP COM 0.0%
Value ($000) $1 Shares 11 Est. Cost $40.46 Unrealized +32.9%
BFAM BRIGHT HORIZONS FAM SOL IN DEL COM 0.0%
Value ($000) $1 Shares 16 Est. Cost $76.11 Unrealized +1.0%
NGVT INGEVITY CORP COM 0.0%
Value ($000) $1 Shares 17 Est. Cost $67.09 Unrealized +18.3%
CYBERARK SOFTWARE LTD SHS 0.0%
Value ($000) $1 Shares 8 Est. Cost $125.00 Unrealized
PEN PENUMBRA INC COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $160.46 Unrealized +59.1%
SYNEOS HEALTH INC CL A 0.0%
Value ($000) $1 Shares 30 Est. Cost $33.33 Unrealized
MSA MSA SAFETY INC COM 0.0%
Value ($000) $1 Shares 8 Est. Cost $123.01 Unrealized +9.5%
INSM INSMED INC COM PAR $.01 0.0%
Value ($000) $1 Shares 59 Est. Cost $29.68 Unrealized -34.5%
PCTY PAYLOCITY HLDG CORP COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $229.75 Unrealized -14.4%
WBD WARNER BROS DISCOVERY INC COM SER A 0.0%
Value ($000) $1 Shares 61 Est. Cost $18.34 Unrealized -22.4%
SXT SENSIENT TECHNOLOGIES CORP COM 0.0%
Value ($000) $1 Shares 11 Est. Cost $80.66 Unrealized -7.6%
COCP COCRYSTAL PHARMA INC COM NEW 0.0%
Value ($000) $1 Shares 418 Est. Cost $2.57 Unrealized -13.0%
WST WEST PHARMACEUTICAL SVSC INC COM 0.0%
Value ($000) $1 Shares 2 Est. Cost $301.94 Unrealized -3.9%
GRWG GROWGENERATION CORP COM 0.0%
Value ($000) $1 Shares 200 Est. Cost $35.34 Unrealized -87.9%
GM GENERAL MTRS CO COM 0.0%
Value ($000) $1 Shares 18 Est. Cost $56.71 Unrealized -35.3%
TTCFQ TATTOOED CHEF INC COM CL A 0.0%
Value ($000) $1 Shares 450 Est. Cost $15.91 Unrealized -91.4%
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 -17.1%
SYM SYMBOTIC INC CLASS A COM 0.0%
Value ($000) $0 Shares 20 Est. Cost $14.71 Unrealized +13.6%
FRPT FRESHPET INC COM 0.0%
Value ($000) $0 Shares 6 Est. Cost $47.16 Unrealized +30.2%
LOB LIVE OAK BANCSHARES INC COM 0.0%
Value ($000) $0 Shares 16 Est. Cost $35.87 Unrealized -12.5%
SNDL SNDL INC COM 0.0%
Value ($000) $0 Shares 222 Est. Cost $1.96 Unrealized 0.0%
WORKHORSE GROUP INC COM NEW 0.0%
Value ($000) $0 Shares 200 Est. Cost $15.00 Unrealized
SFIX STITCH FIX INC COM CL A 0.0%
Value ($000) $0 Shares 43 Est. Cost $5.68 Unrealized -17.5%
NANOSTRING TECHNOLOGIES INC COM 0.0%
Value ($000) $0 Shares 10 Est. Cost Unrealized
PM PHILIP MORRIS INTL INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $76.42 Unrealized +13.8%
CYCLERION THERAPEUTICS INC COM 0.0%
Value ($000) $0 Shares 115 Est. Cost Unrealized
MO ALTRIA GROUP INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $33.98 Unrealized +6.8%
LVWR/WS LIVEWIRE GROUP INC WT EXP 092627 0.0%
Value ($000) $0 Shares 50 Est. Cost Unrealized
MUSTANG BIO INC COM NEW 0.0%
Value ($000) $0 Shares 7 Est. Cost Unrealized