Clean Yield Group Diversified Active

CIK: 0001525865 · Show all filings

Period: Q2 2023 (← Previous) (Next →)

Filing Date: Jul 26, 2023

Total Value ($000): $242,785 (100.0% shares, 0.0% debt)

Holdings (402)

AAPL APPLE INC COM 6.7%
Value ($000) $16,341 Shares 84,243 Est. Cost $93.60 Unrealized +83.8%
UNILEVER PLC SPON ADR NEW 3.8%
Value ($000) $9,295 Shares 178,302 Est. Cost $56.49 Unrealized
TAK TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS 3.5%
Value ($000) $8,547 Shares 544,042 Est. Cost $14.25 Unrealized
GSK GSK PLC SPONSORED ADR 3.0%
Value ($000) $7,319 Shares 205,365 Est. Cost $29.96 Unrealized
VOD VODAFONE GROUP PLC NEW SPONSORED ADR 2.9%
Value ($000) $7,061 Shares 747,198 Est. Cost $15.21 Unrealized
PHYSICIANS RLTY TR COM 2.8%
Value ($000) $6,719 Shares 480,243 Est. Cost $16.35 Unrealized
SFM SPROUTS FMRS MKT INC COM 2.7%
Value ($000) $6,625 Shares 180,372 Est. Cost $22.17 Unrealized +57.4%
TU TELUS CORPORATION COM 2.7%
Value ($000) $6,604 Shares 339,371 Est. Cost $18.41 Unrealized +9.4%
SNN SMITH & NEPHEW PLC SPDN ADR NEW 2.7%
Value ($000) $6,473 Shares 200,702 Est. Cost $31.65 Unrealized
NOMD NOMAD FOODS LTD USD ORD SHS 2.4%
Value ($000) $5,874 Shares 335,251 Est. Cost $20.20 Unrealized -10.0%
HASI HANNON ARMSTRONG SUST INFR CAP COM 2.4%
Value ($000) $5,724 Shares 228,954 Est. Cost $18.87 Unrealized +17.8%
OGN ORGANON & CO COMMON STOCK 2.3%
Value ($000) $5,573 Shares 267,787 Est. Cost $22.83 Unrealized -16.4%
DOC HEALTHPEAK PROPERTIES INC COM 2.2%
Value ($000) $5,316 Shares 264,498 Est. Cost $23.06 Unrealized -23.7%
HTO SJW GROUP COM 2.0%
Value ($000) $4,869 Shares 69,444 Est. Cost $64.75 Unrealized +16.6%
AMRC AMERESCO INC CL A 1.9%
Value ($000) $4,622 Shares 95,053 Est. Cost $36.63 Unrealized +23.0%
MSFT MICROSOFT CORP COM 1.9%
Value ($000) $4,619 Shares 13,565 Est. Cost $40.61 Unrealized +656.5%
NOK NOKIA CORP SPONSORED ADR 1.6%
Value ($000) $3,929 Shares 944,395 Est. Cost $4.18 Unrealized
JNJ JOHNSON & JOHNSON COM 1.6%
Value ($000) $3,894 Shares 23,523 Est. Cost $74.45 Unrealized +100.0%
WLY WILEY JOHN & SONS INC CL A 1.6%
Value ($000) $3,830 Shares 112,559 Est. Cost $35.44 Unrealized -7.1%
STAG STAG INDL INC COM 1.5%
Value ($000) $3,708 Shares 103,352 Est. Cost $31.93 Unrealized
CSCO CISCO SYS INC COM 1.5%
Value ($000) $3,534 Shares 68,294 Est. Cost $27.19 Unrealized +67.3%
ADP AUTOMATIC DATA PROCESSING INC COM 1.4%
Value ($000) $3,369 Shares 15,329 Est. Cost $52.76 Unrealized +285.3%
HR HEALTHCARE RLTY TR CL A COM 1.3%
Value ($000) $3,264 Shares 173,060 Est. Cost $19.72 Unrealized
GIS GENERAL MLS INC COM 1.3%
Value ($000) $3,252 Shares 42,397 Est. Cost $34.84 Unrealized +122.4%
NVO NOVO-NORDISK A S ADR 1.3%
Value ($000) $3,104 Shares 19,181 Est. Cost $50.87 Unrealized
IBM INTERNATIONAL BUSINESS MACHS COM 1.3%
Value ($000) $3,092 Shares 23,110 Est. Cost $108.13 Unrealized +9.2%
PG PROCTER AND GAMBLE CO COM 1.3%
Value ($000) $3,048 Shares 20,084 Est. Cost $72.16 Unrealized +95.8%
MKC MCCORMICK & CO INC COM NON VTG 1.2%
Value ($000) $2,867 Shares 32,873 Est. Cost $56.24 Unrealized +47.2%
UTMD UTAH MED PRODS INC COM 1.2%
Value ($000) $2,862 Shares 30,703 Est. Cost $75.93 Unrealized +24.1%
CHKP CHECK POINT SOFTWARE TECH LTD ORD 1.1%
Value ($000) $2,589 Shares 20,606 Est. Cost $115.64 Unrealized +8.9%
CL COLGATE PALMOLIVE CO COM 1.0%
Value ($000) $2,411 Shares 31,294 Est. Cost $55.63 Unrealized +31.1%
FSLR FIRST SOLAR INC COM 0.9%
Value ($000) $2,232 Shares 11,742 Est. Cost $63.81 Unrealized +210.5%
DGX QUEST DIAGNOSTICS INC COM 0.9%
Value ($000) $2,161 Shares 15,376 Est. Cost $87.45 Unrealized +49.8%
HIFS HINGHAM INSTN SVGS MASS COM 0.9%
Value ($000) $2,110 Shares 9,899 Est. Cost $138.73 Unrealized +41.9%
PEP PEPSICO INC COM 0.8%
Value ($000) $2,029 Shares 10,957 Est. Cost $93.24 Unrealized +82.9%
EXPD EXPEDITORS INTL WASH INC COM 0.8%
Value ($000) $2,028 Shares 16,745 Est. Cost $34.81 Unrealized +215.9%
CAC CAMDEN NATL CORP COM 0.8%
Value ($000) $2,000 Shares 64,564 Est. Cost $25.70 Unrealized +9.3%
ITW ILLINOIS TOOL WKS INC COM 0.8%
Value ($000) $1,947 Shares 7,784 Est. Cost $50.28 Unrealized +336.8%
BDX BECTON DICKINSON & CO COM 0.8%
Value ($000) $1,932 Shares 7,318 Est. Cost $79.22 Unrealized +205.4%
AMAL AMALGAMATED FINANCIAL CORP COM 0.8%
Value ($000) $1,849 Shares 114,914 Est. Cost $14.80 Unrealized +2.9%
LLY LILLY ELI & CO COM 0.8%
Value ($000) $1,824 Shares 3,890 Est. Cost $130.98 Unrealized +214.1%
AMGN AMGEN INC COM 0.7%
Value ($000) $1,776 Shares 7,999 Est. Cost $97.40 Unrealized +119.3%
AWK AMERICAN WTR WKS CO INC NEW COM 0.7%
Value ($000) $1,717 Shares 12,028 Est. Cost $38.80 Unrealized +256.7%
INTU INTUIT COM 0.7%
Value ($000) $1,701 Shares 3,713 Est. Cost $73.54 Unrealized +486.0%
GRNB VANECK GREEN BOND ETF 0.7%
Value ($000) $1,605 Shares 68,887 Est. Cost $26.94 Unrealized
SYK STRYKER CORPORATION COM 0.7%
Value ($000) $1,580 Shares 5,178 Est. Cost $75.47 Unrealized +272.8%
TMO THERMO FISHER SCIENTIFIC INC COM 0.6%
Value ($000) $1,543 Shares 2,957 Est. Cost $94.23 Unrealized +468.0%
HD HOME DEPOT INC 0.5%
Value ($000) $1,330 Shares 4,283 Est. Cost $145.43 Unrealized +90.1%
MRK MERCK & CO INC COM 0.5%
Value ($000) $1,297 Shares 11,242 Est. Cost $45.28 Unrealized +130.7%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.5%
Value ($000) $1,290 Shares 3,782 Est. Cost $218.73 Unrealized +49.2%
GOOGL ALPHABET CLASS A 0.5%
Value ($000) $1,223 Shares 10,221 Est. Cost $106.95 Unrealized +6.8%
SCHO SCHWAB SHORT-TERM US TREASURY ETF 0.4%
Value ($000) $1,019 Shares 21,210 Est. Cost $48.49 Unrealized
UNH UNITEDHEALTH GROUP INC COM 0.4%
Value ($000) $996 Shares 2,073 Est. Cost $434.48 Unrealized +7.0%
SJM SMUCKER J M CO COM NEW 0.4%
Value ($000) $908 Shares 6,152 Est. Cost $70.70 Unrealized +95.9%
TLT ISHARES 20 YEAR TREASURY BOND ETF 0.4%
Value ($000) $854 Shares 8,300 Est. Cost $113.67 Unrealized
KAI KADANT INC COM 0.3%
Value ($000) $850 Shares 3,825 Est. Cost $40.14 Unrealized +392.7%
USB US BANCORP DEL COM NEW 0.3%
Value ($000) $821 Shares 24,836 Est. Cost $38.97 Unrealized -27.1%
SPY SPDR S&P 500 ETF TRUST 0.3%
Value ($000) $798 Shares 1,800 Est. Cost $221.23 Unrealized
HLIO HELIOS TECHNOLOGIES INC COM 0.3%
Value ($000) $770 Shares 11,644 Est. Cost $46.71 Unrealized +26.8%
TRMB TRIMBLE INC COM 0.3%
Value ($000) $769 Shares 14,521 Est. Cost $41.50 Unrealized +17.8%
HUBB HUBBELL INC COM 0.3%
Value ($000) $757 Shares 2,283 Est. Cost $85.69 Unrealized +211.8%
NVDA NVIDIA CORPORATION COM 0.3%
Value ($000) $753 Shares 1,780 Est. Cost $16.91 Unrealized +96.2%
MAA MID-AMER APT CMNTYS INC COM 0.3%
Value ($000) $742 Shares 4,888 Est. Cost $71.31 Unrealized +89.8%
ABT ABBOTT LABS COM 0.3%
Value ($000) $726 Shares 6,661 Est. Cost $90.01 Unrealized +12.7%
CWT CALIFORNIA WTR SVC GROUP COM 0.3%
Value ($000) $665 Shares 12,885 Est. Cost $16.53 Unrealized +216.9%
NEE NEXTERA ENERGY INC COM 0.3%
Value ($000) $654 Shares 8,810 Est. Cost $65.38 Unrealized +7.1%
MSEX MIDDLESEX WTR CO COM 0.3%
Value ($000) $650 Shares 8,060 Est. Cost $24.80 Unrealized +215.6%
ABBV ABBVIE INC COM 0.3%
Value ($000) $635 Shares 4,716 Est. Cost $86.03 Unrealized +55.4%
TSCO TRACTOR SUPPLY CO COM 0.3%
Value ($000) $621 Shares 2,807 Est. Cost $10.91 Unrealized +300.8%
TXN TEXAS INSTRS INC COM 0.2%
Value ($000) $602 Shares 3,343 Est. Cost $48.62 Unrealized +227.2%
WTRG ESSENTIAL UTILS INC COM 0.2%
Value ($000) $597 Shares 14,950 Est. Cost $47.18 Unrealized -11.1%
SCHW SCHWAB CHARLES CORP COM 0.2%
Value ($000) $580 Shares 10,240 Est. Cost $16.64 Unrealized +203.2%
AXP AMERICAN EXPRESS CO COM 0.2%
Value ($000) $546 Shares 3,132 Est. Cost $92.51 Unrealized +68.8%
A AGILENT TECHNOLOGIES INC COM 0.2%
Value ($000) $532 Shares 4,427 Est. Cost $68.24 Unrealized +83.3%
ORLY OREILLY AUTOMOTIVE INC COM 0.2%
Value ($000) $525 Shares 550 Est. Cost $25.36 Unrealized +140.8%
GOOG ALPHABET INC CAP STK CL C 0.2%
Value ($000) $525 Shares 4,340 Est. Cost $109.28 Unrealized +5.1%
GOVT ISHARES U.S. TREASURY BOND ETF 0.2%
Value ($000) $515 Shares 22,500 Est. Cost $23.09 Unrealized
HAIN HAIN CELESTIAL GROUP INC 0.2%
Value ($000) $513 Shares 41,002 Est. Cost $29.44 Unrealized -50.0%
XOM EXXON MOBIL CORP COM 0.2%
Value ($000) $508 Shares 4,735 Est. Cost $58.77 Unrealized +69.5%
PFE PFIZER INC COM 0.2%
Value ($000) $465 Shares 12,682 Est. Cost $21.36 Unrealized +55.6%
AFL AFLAC INC COM 0.2%
Value ($000) $465 Shares 6,657 Est. Cost $43.70 Unrealized +44.7%
PLD PROLOGIS INC. COM 0.2%
Value ($000) $448 Shares 3,653 Est. Cost $73.85 Unrealized +52.8%
VZ VERIZON COMMUNICATIONS INC COM 0.2%
Value ($000) $439 Shares 11,817 Est. Cost $29.34 Unrealized +6.4%
PAYX PAYCHEX INC COM 0.2%
Value ($000) $434 Shares 3,883 Est. Cost $66.68 Unrealized +51.5%
AZN ASTRAZENECA PLC SPONSORED ADR 0.2%
Value ($000) $422 Shares 5,900 Est. Cost $44.88 Unrealized
MCD MCDONALDS CORP COM 0.2%
Value ($000) $406 Shares 1,362 Est. Cost $217.88 Unrealized +25.3%
SYY SYSCO CORP COM 0.2%
Value ($000) $396 Shares 5,335 Est. Cost $28.18 Unrealized +143.2%
KEYS KEYSIGHT TECHNOLOGIES INC COM 0.2%
Value ($000) $394 Shares 2,354 Est. Cost $92.41 Unrealized +67.9%
DIS DISNEY WALT CO COM 0.2%
Value ($000) $388 Shares 4,349 Est. Cost $68.14 Unrealized +35.8%
GPC GENUINE PARTS CO COM 0.2%
Value ($000) $384 Shares 2,267 Est. Cost $63.38 Unrealized +138.7%
KO COCA COLA CO COM 0.2%
Value ($000) $376 Shares 6,243 Est. Cost $37.54 Unrealized +52.8%
VMBS VANGUARD MORTGAGE-BACKED SECURITIES ETF 0.1%
Value ($000) $364 Shares 7,915 Est. Cost $53.94 Unrealized
LOW LOWES COS INC COM 0.1%
Value ($000) $359 Shares 1,591 Est. Cost $95.88 Unrealized +106.3%
TGT TARGET CORP COM 0.1%
Value ($000) $354 Shares 2,686 Est. Cost $90.16 Unrealized +49.7%
JPM JPMORGAN CHASE & CO COM 0.1%
Value ($000) $324 Shares 2,225 Est. Cost $103.72 Unrealized +25.0%
COST COSTCO WHSL CORP NEW COM 0.1%
Value ($000) $312 Shares 580 Est. Cost $249.80 Unrealized +95.0%
GE GENERAL ELECTRIC CO COM NEW 0.1%
Value ($000) $311 Shares 2,828 Est. Cost $62.47 Unrealized +27.8%
INTC INTEL CORP COM 0.1%
Value ($000) $305 Shares 9,129 Est. Cost $40.15 Unrealized -23.5%
WTS WATTS WATER TECHNOLOGIES INC CL A 0.1%
Value ($000) $293 Shares 1,596 Est. Cost $132.14 Unrealized +26.6%
CHD CHURCH & DWIGHT CO INC COM 0.1%
Value ($000) $292 Shares 2,910 Est. Cost $54.44 Unrealized +67.7%
HSY HERSHEY CO COM 0.1%
Value ($000) $291 Shares 1,166 Est. Cost $96.93 Unrealized +151.1%
APD AIR PRODS & CHEMS INC COM 0.1%
Value ($000) $288 Shares 962 Est. Cost $255.16 Unrealized +4.0%
CMCSA COMCAST CORP NEW CL A 0.1%
Value ($000) $286 Shares 6,885 Est. Cost $37.81 Unrealized -3.1%
MTD METTLER TOLEDO INTERNATIONAL COM 0.1%
Value ($000) $282 Shares 215 Est. Cost $752.79 Unrealized +86.8%
MA MASTERCARD INCORPORATED CL A 0.1%
Value ($000) $276 Shares 703 Est. Cost $357.74 Unrealized +3.4%
CI THE CIGNA GROUP COM 0.1%
Value ($000) $276 Shares 983 Est. Cost $199.27 Unrealized +24.4%
AMZN AMAZON COM INC COM 0.1%
Value ($000) $275 Shares 2,106 Est. Cost $123.55 Unrealized -7.6%
BMY BRISTOL-MYERS SQUIBB CO COM 0.1%
Value ($000) $267 Shares 4,180 Est. Cost $45.07 Unrealized +30.8%
QQQ INVESCO QQQ TRUST SERIES I 0.1%
Value ($000) $266 Shares 720 Est. Cost $199.99 Unrealized
MMM 3M CO COM 0.1%
Value ($000) $263 Shares 2,625 Est. Cost $105.16 Unrealized -26.3%
WMT WALMART INC COM 0.1%
Value ($000) $254 Shares 1,616 Est. Cost $44.53 Unrealized +9.9%
RNR RENAISSANCERE HLDGS LTD COM 0.1%
Value ($000) $235 Shares 1,260 Est. Cost $187.77 Unrealized +6.0%
DHR DANAHER CORPORATION COM 0.1%
Value ($000) $224 Shares 934 Est. Cost $143.10 Unrealized +45.9%
NEM NEWMONT CORP COM 0.1%
Value ($000) $220 Shares 5,150 Est. Cost $41.93 Unrealized +1.1%
UNP UNION PAC CORP COM 0.1%
Value ($000) $218 Shares 1,066 Est. Cost $148.96 Unrealized +25.5%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.1%
Value ($000) $217 Shares 788 Est. Cost $214.24 Unrealized
WAB WABTEC COM 0.1%
Value ($000) $215 Shares 1,960 Est. Cost $79.30 Unrealized +23.5%
ANSYS INC COM 0.1%
Value ($000) $208 Shares 630 Est. Cost $206.11 Unrealized
LABORATORY CORP AMER HLDGS COM NEW 0.1%
Value ($000) $207 Shares 859 Est. Cost $172.24 Unrealized
WM WASTE MGMT INC DEL COM 0.1%
Value ($000) $204 Shares 1,176 Est. Cost $140.28 Unrealized +13.2%
ORCL ORACLE CORP COM 0.1%
Value ($000) $185 Shares 1,552 Est. Cost $77.81 Unrealized +29.0%
UPS UNITED PARCEL SERVICE INC CL B 0.1%
Value ($000) $183 Shares 1,021 Est. Cost $79.90 Unrealized +93.4%
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.1%
Value ($000) $183 Shares 1,052 Est. Cost $144.17 Unrealized
FDX FEDEX CORP COM 0.1%
Value ($000) $180 Shares 725 Est. Cost $152.68 Unrealized +41.5%
WAT WATERS CORP COM 0.1%
Value ($000) $179 Shares 670 Est. Cost $97.66 Unrealized +185.0%
VO VANGUARD MID-CAP ETF 0.1%
Value ($000) $178 Shares 808 Est. Cost $237.60 Unrealized
NEOG NEOGEN CORP COM 0.1%
Value ($000) $175 Shares 8,066 Est. Cost $32.15 Unrealized -43.8%
GLD SPDR GOLD SHARES 0.1%
Value ($000) $174 Shares 976 Est. Cost $165.49 Unrealized
TLH ISHARES 10-20 YEAR TREASURY BOND ETF 0.1%
Value ($000) $174 Shares 1,570 Est. Cost $108.18 Unrealized
MCO MOODYS CORP COM 0.1%
Value ($000) $174 Shares 500 Est. Cost $295.49 Unrealized +5.0%
COLB COLUMBIA BKG SYS INC COM 0.1%
Value ($000) $174 Shares 8,564 Est. Cost $23.29 Unrealized -23.2%
IRM IRON MTN INC DEL COM 0.1%
Value ($000) $170 Shares 3,000 Est. Cost $34.67 Unrealized +44.0%
MCK MCKESSON CORP COM 0.1%
Value ($000) $170 Shares 397 Est. Cost $188.10 Unrealized +101.8%
PAAS PAN AMERN SILVER CORP COM 0.1%
Value ($000) $168 Shares 11,500 Est. Cost $16.52 Unrealized 0.0%
WY WEYERHAEUSER CO MTN BE COM NEW 0.1%
Value ($000) $164 Shares 4,896 Est. Cost $30.53 Unrealized -8.8%
VUG VANGUARD GROWTH ETF 0.1%
Value ($000) $161 Shares 570 Est. Cost $250.46 Unrealized
AEM AGNICO EAGLE MINES LTD COM 0.1%
Value ($000) $161 Shares 3,220 Est. Cost $47.70 Unrealized +7.0%
NKE NIKE INC CL B 0.1%
Value ($000) $158 Shares 1,436 Est. Cost $53.06 Unrealized +109.8%
VTV VANGUARD VALUE ETF 0.1%
Value ($000) $155 Shares 1,094 Est. Cost $119.84 Unrealized
MCHP MICROCHIP TECHNOLOGY INC. COM 0.1%
Value ($000) $155 Shares 1,727 Est. Cost $71.51 Unrealized +3.2%
T AT&T INC COM 0.1%
Value ($000) $154 Shares 9,654 Est. Cost $13.70 Unrealized +8.0%
RTX RAYTHEON TECHNOLOGIES CORP COM 0.1%
Value ($000) $152 Shares 1,549 Est. Cost $76.41 Unrealized +20.8%
KMB KIMBERLY-CLARK CORP COM 0.1%
Value ($000) $151 Shares 1,095 Est. Cost $113.28 Unrealized +11.0%
CVS CVS HEALTH CORP COM 0.1%
Value ($000) $148 Shares 2,145 Est. Cost $62.85 Unrealized +2.3%
KMX CARMAX INC COM 0.1%
Value ($000) $148 Shares 1,765 Est. Cost $78.21 Unrealized -6.4%
KRC KILROY RLTY CORP COM 0.1%
Value ($000) $146 Shares 4,864 Est. Cost $66.00 Unrealized
APH AMPHENOL CORP NEW CL A 0.1%
Value ($000) $144 Shares 1,700 Est. Cost $38.49 Unrealized -1.4%
BSV VANGUARD SHORT-TERM BOND ETF 0.1%
Value ($000) $140 Shares 1,849 Est. Cost $76.80 Unrealized
CVX CHEVRON CORP NEW COM 0.1%
Value ($000) $139 Shares 882 Est. Cost $102.29 Unrealized +40.0%
AYI ACUITY BRANDS INC COM 0.1%
Value ($000) $136 Shares 835 Est. Cost $105.69 Unrealized +50.0%
TNC TENNANT CO COM 0.1%
Value ($000) $135 Shares 1,666 Est. Cost $76.69 Unrealized -5.4%
GDX VANECK GOLD MINERS ETF 0.1%
Value ($000) $135 Shares 4,470 Est. Cost $33.07 Unrealized
ALC ALCON AG ORD SHS 0.1%
Value ($000) $133 Shares 1,615 Est. Cost $57.12 Unrealized +32.6%
IDA IDACORP INC COM 0.1%
Value ($000) $130 Shares 1,270 Est. Cost $100.24 Unrealized +7.2%
WEC WEC ENERGY GROUP INC COM 0.1%
Value ($000) $130 Shares 1,470 Est. Cost $80.62 Unrealized +4.3%
SLV ISHARES SILVER TRUST 0.1%
Value ($000) $127 Shares 6,090 Est. Cost $18.96 Unrealized
NSC NORFOLK SOUTHN CORP COM 0.1%
Value ($000) $125 Shares 550 Est. Cost $250.29 Unrealized -20.0%
CUZ COUSINS PPTYS INC COM NEW 0.1%
Value ($000) $124 Shares 5,434 Est. Cost $25.29 Unrealized
CME CME GROUP INC COM 0.1%
Value ($000) $123 Shares 666 Est. Cost $159.61 Unrealized +4.3%
SHW SHERWIN WILLIAMS CO COM 0.1%
Value ($000) $123 Shares 462 Est. Cost $263.49 Unrealized -12.7%
VUSB VANGUARD ULTRA-SHORT BOND ETF 0.0%
Value ($000) $120 Shares 2,442 Est. Cost $49.13 Unrealized
NUVEEN AMT FREE QLTY MUN INCME COM 0.0%
Value ($000) $120 Shares 10,971 Est. Cost $14.66 Unrealized
XRAY DENTSPLY SIRONA INC COM 0.0%
Value ($000) $119 Shares 2,970 Est. Cost $41.15 Unrealized -3.4%
MSCI MSCI INC COM 0.0%
Value ($000) $115 Shares 245 Est. Cost $511.54 Unrealized -7.5%
WALGREENS BOOTS ALLIANCE INC COM 0.0%
Value ($000) $114 Shares 4,000 Est. Cost $66.35 Unrealized
TRV TRAVELERS COMPANIES INC COM 0.0%
Value ($000) $113 Shares 650 Est. Cost $141.30 Unrealized +18.7%
CARR CARRIER GLOBAL CORPORATION COM 0.0%
Value ($000) $112 Shares 2,259 Est. Cost $42.99 Unrealized -1.1%
ZTS ZOETIS INC CL A 0.0%
Value ($000) $112 Shares 650 Est. Cost $159.02 Unrealized +5.7%
TIP ISHARES TIPS BOND ETF 0.0%
Value ($000) $112 Shares 1,040 Est. Cost $117.97 Unrealized
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $112 Shares 1,234 Est. Cost $87.71 Unrealized -8.7%
ATLANTICA SUSTAINABLE INFR PLC SHS 0.0%
Value ($000) $108 Shares 4,600 Est. Cost $29.76 Unrealized
VRTX VERTEX PHARMACEUTICALS INC COM 0.0%
Value ($000) $106 Shares 300 Est. Cost $211.95 Unrealized +59.0%
SIL GLOBAL X SILVER MINERS ETF 0.0%
Value ($000) $103 Shares 3,945 Est. Cost $42.59 Unrealized
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $101 Shares 1,508 Est. Cost $152.13 Unrealized -55.3%
AJG GALLAGHER ARTHUR J & CO COM 0.0%
Value ($000) $99 Shares 451 Est. Cost $175.03 Unrealized +16.1%
HPQ HP INC COM 0.0%
Value ($000) $98 Shares 3,200 Est. Cost $27.18 Unrealized -0.2%
CRM SALESFORCE INC COM 0.0%
Value ($000) $97 Shares 461 Est. Cost $220.80 Unrealized -8.7%
NUVEEN SELECT TAX-FREE INCOME SH BEN INT 0.0%
Value ($000) $96 Shares 6,653 Est. Cost $18.34 Unrealized
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $96 Shares 2,243 Est. Cost $40.04 Unrealized -6.0%
VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 0.0%
Value ($000) $94 Shares 1,248 Est. Cost $82.77 Unrealized
YUM YUM BRANDS INC COM 0.0%
Value ($000) $94 Shares 680 Est. Cost $108.09 Unrealized +19.2%
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $94 Shares 500 Est. Cost $228.97 Unrealized
DOV DOVER CORP COM 0.0%
Value ($000) $93 Shares 633 Est. Cost $150.56 Unrealized -8.0%
ELME ELME COMMUNITIES SH BEN INT 0.0%
Value ($000) $93 Shares 5,640 Est. Cost $23.70 Unrealized
WEX WEX INC COM 0.0%
Value ($000) $91 Shares 500 Est. Cost $182.16 Unrealized -2.8%
FITB FIFTH THIRD BANCORP COM 0.0%
Value ($000) $91 Shares 3,456 Est. Cost $33.37 Unrealized -30.8%
HYMB SPDR NUVEEN BLOOMBERG HIGH YIELD MUNICIPAL BOND ETF 0.0%
Value ($000) $90 Shares 3,593 Est. Cost $42.86 Unrealized
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) $88 Shares 6,428 Est. Cost $17.20 Unrealized
PPG PPG INDS INC COM 0.0%
Value ($000) $87 Shares 585 Est. Cost $156.34 Unrealized -15.8%
AVY AVERY DENNISON CORP COM 0.0%
Value ($000) $87 Shares 504 Est. Cost $194.12 Unrealized -16.1%
MAS MASCO CORP COM 0.0%
Value ($000) $86 Shares 1,500 Est. Cost $56.54 Unrealized -11.7%
WOR WORTHINGTON INDS INC COM 0.0%
Value ($000) $83 Shares 1,200 Est. Cost $40.47 Unrealized -8.5%
PLTR PALANTIR TECHNOLOGIES INC CL A 0.0%
Value ($000) $82 Shares 5,350 Est. Cost $13.34 Unrealized -14.8%
V VISA INC COM CL A 0.0%
Value ($000) $81 Shares 342 Est. Cost $220.27 Unrealized +1.9%
IJR ISHARES CORE S&P SMALL CAP ETF 0.0%
Value ($000) $80 Shares 800 Est. Cost $113.12 Unrealized
GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK 0.0%
Value ($000) $79 Shares 970 Est. Cost $71.24 Unrealized +11.5%
XLU UTILITIES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $79 Shares 1,200 Est. Cost $63.33 Unrealized
WOLFSPEED INC COM 0.0%
Value ($000) $78 Shares 1,400 Est. Cost $81.11 Unrealized
HLN HALEON PLC SPON ADS 0.0%
Value ($000) $76 Shares 9,045 Est. Cost $6.10 Unrealized
GDXJ VANECK JUNIOR GOLD MINERS ETF 0.0%
Value ($000) $75 Shares 2,095 Est. Cost $44.86 Unrealized
STZ CONSTELLATION BRANDS INC CL A 0.0%
Value ($000) $74 Shares 300 Est. Cost $217.42 Unrealized +2.4%
ZBH ZIMMER BIOMET HOLDINGS INC COM 0.0%
Value ($000) $74 Shares 507 Est. Cost $153.43 Unrealized -13.5%
ROP ROPER TECHNOLOGIES INC COM 0.0%
Value ($000) $74 Shares 153 Est. Cost $429.90 Unrealized +3.6%
VHT VANGUARD HEALTH CARE ETF 0.0%
Value ($000) $73 Shares 300 Est. Cost $246.67 Unrealized
IDEV ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF 0.0%
Value ($000) $72 Shares 1,185 Est. Cost $61.69 Unrealized
BLACKROCK CR ALLOCATION INCOME COM 0.0%
Value ($000) $71 Shares 7,000 Est. Cost $15.60 Unrealized
SBUX STARBUCKS CORP COM 0.0%
Value ($000) $70 Shares 710 Est. Cost $100.04 Unrealized -2.8%
MAR MARRIOTT INTL INC NEW CL A 0.0%
Value ($000) $70 Shares 381 Est. Cost $136.81 Unrealized +23.5%
BARRICK GOLD CORP COM 0.0%
Value ($000) $68 Shares 4,000 Est. Cost $16.93 Unrealized
XYL XYLEM INC COM 0.0%
Value ($000) $68 Shares 600 Est. Cost $101.78 Unrealized +0.7%
GWW GRAINGER W W INC COM 0.0%
Value ($000) $67 Shares 85 Est. Cost $419.26 Unrealized +60.5%
PANW PALO ALTO NETWORKS INC COM 0.0%
Value ($000) $67 Shares 261 Est. Cost $78.81 Unrealized +32.0%
UTHR UNITED THERAPEUTICS CORP DEL COM 0.0%
Value ($000) $66 Shares 300 Est. Cost $193.71 Unrealized +14.3%
IFF INTERNATIONAL FLAVORS&FRAGRANC COM 0.0%
Value ($000) $64 Shares 810 Est. Cost $126.29 Unrealized -36.6%
SPGI S&P GLOBAL INC COM 0.0%
Value ($000) $64 Shares 160 Est. Cost $369.84 Unrealized -3.3%
SPYX SPDR S&P 500 FOSSIL FUEL RESERVES FREE ETF 0.0%
Value ($000) $64 Shares 1,768 Est. Cost $56.16 Unrealized
EMN EASTMAN CHEM CO COM 0.0%
Value ($000) $63 Shares 755 Est. Cost $101.52 Unrealized -27.9%
IHI ISHARES U.S. MEDICAL DEVICES ETF 0.0%
Value ($000) $61 Shares 1,080 Est. Cost $66.52 Unrealized
LKFN LAKELAND FINL CORP COM 0.0%
Value ($000) $61 Shares 1,250 Est. Cost $36.85 Unrealized +29.6%
CNI CANADIAN NATL RY CO COM 0.0%
Value ($000) $61 Shares 500 Est. Cost $101.55 Unrealized +10.7%
CAT CATERPILLAR INC COM 0.0%
Value ($000) $60 Shares 245 Est. Cost $206.51 Unrealized +3.5%
FDS FACTSET RESH SYS INC COM 0.0%
Value ($000) $60 Shares 150 Est. Cost $337.31 Unrealized +16.4%
WESTERN ASST INFLTN LKD INM FD COM SH BEN INT 0.0%
Value ($000) $58 Shares 7,000 Est. Cost $14.00 Unrealized
DLTR DOLLAR TREE INC COM 0.0%
Value ($000) $57 Shares 400 Est. Cost $108.70 Unrealized +35.3%
QCOM QUALCOMM INC COM 0.0%
Value ($000) $57 Shares 480 Est. Cost $122.93 Unrealized -11.9%
VRSK VERISK ANALYTICS INC COM 0.0%
Value ($000) $57 Shares 250 Est. Cost $177.79 Unrealized +16.2%
MUB ISHARES NATIONAL MUNI BOND ETF 0.0%
Value ($000) $56 Shares 525 Est. Cost $116.81 Unrealized
CDW CDW CORP COM 0.0%
Value ($000) $55 Shares 300 Est. Cost $189.24 Unrealized -10.8%
EBAY EBAY INC. COM 0.0%
Value ($000) $55 Shares 1,225 Est. Cost $58.95 Unrealized -28.4%
ASML ASML HOLDING N V N Y REGISTRY SHS 0.0%
Value ($000) $54 Shares 75 Est. Cost $684.44 Unrealized
DVY ISHARES SELECT DIVIDEND ETF 0.0%
Value ($000) $54 Shares 478 Est. Cost $113.30 Unrealized
HPE HEWLETT PACKARD ENTERPRISE CO COM 0.0%
Value ($000) $54 Shares 3,200 Est. Cost $13.58 Unrealized +4.5%
VOT VANGUARD MID-CAP GROWTH ETF 0.0%
Value ($000) $52 Shares 254 Est. Cost $236.22 Unrealized
JPST JPMORGAN ULTRA-SHORT INCOME ETF 0.0%
Value ($000) $51 Shares 1,022 Est. Cost $50.14 Unrealized
AGZ ISHARES AGENCY BOND ETF 0.0%
Value ($000) $50 Shares 468 Est. Cost $115.08 Unrealized
PFG PRINCIPAL FINANCIAL GROUP INC COM 0.0%
Value ($000) $50 Shares 659 Est. Cost $54.06 Unrealized +21.1%
CDE COEUR MNG INC COM NEW 0.0%
Value ($000) $48 Shares 17,000 Est. Cost $3.40 Unrealized 0.0%
SNY SANOFI SPONSORED ADR 0.0%
Value ($000) $48 Shares 890 Est. Cost $43.02 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TRUST 0.0%
Value ($000) $48 Shares 100 Est. Cost $490.00 Unrealized
KD KYNDRYL HLDGS INC COMMON STOCK 0.0%
Value ($000) $48 Shares 3,596 Est. Cost $16.89 Unrealized -19.9%
AGI ALAMOS GOLD INC NEW COM CL A 0.0%
Value ($000) $48 Shares 4,000 Est. Cost $6.61 Unrealized +89.7%
HIW HIGHWOODS PPTYS INC COM 0.0%
Value ($000) $48 Shares 1,990 Est. Cost $43.21 Unrealized
AMP AMERIPRISE FINL INC COM 0.0%
Value ($000) $47 Shares 141 Est. Cost $248.02 Unrealized +19.5%
CE CELANESE CORP DEL COM 0.0%
Value ($000) $46 Shares 400 Est. Cost $142.81 Unrealized -26.8%
ETN EATON CORP PLC SHS 0.0%
Value ($000) $43 Shares 216 Est. Cost $145.38 Unrealized +17.2%
SON SONOCO PRODS CO COM 0.0%
Value ($000) $41 Shares 697 Est. Cost $53.46 Unrealized +1.1%
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.0%
Value ($000) $41 Shares 566 Est. Cost $75.97 Unrealized
FAST FASTENAL CO COM 0.0%
Value ($000) $41 Shares 696 Est. Cost $23.29 Unrealized +10.3%
ADBE ADOBE SYSTEMS INCORPORATED COM 0.0%
Value ($000) $40 Shares 82 Est. Cost $500.58 Unrealized -19.5%
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.0%
Value ($000) $40 Shares 406 Est. Cost $96.99 Unrealized
CTAS CINTAS CORP COM 0.0%
Value ($000) $40 Shares 80 Est. Cost $84.94 Unrealized +35.0%
PNC PNC FINL SVCS GROUP INC COM 0.0%
Value ($000) $40 Shares 315 Est. Cost $159.71 Unrealized -30.9%
TROW PRICE T ROWE GROUP INC COM 0.0%
Value ($000) $39 Shares 351 Est. Cost $162.15 Unrealized -40.5%
PH PARKER-HANNIFIN CORP COM 0.0%
Value ($000) $39 Shares 100 Est. Cost $291.08 Unrealized +12.8%
UBER UBER TECHNOLOGIES INC COM 0.0%
Value ($000) $39 Shares 900 Est. Cost $27.81 Unrealized +33.7%
CSX CSX CORP COM 0.0%
Value ($000) $38 Shares 1,129 Est. Cost $30.82 Unrealized -1.3%
ARE ALEXANDRIA REAL ESTATE EQ INC COM 0.0%
Value ($000) $37 Shares 330 Est. Cost $144.30 Unrealized -28.4%
SMB VANECK SHORT MUNI ETF 0.0%
Value ($000) $37 Shares 2,216 Est. Cost $18.05 Unrealized
BK BANK NEW YORK MELLON CORP COM 0.0%
Value ($000) $37 Shares 833 Est. Cost $44.59 Unrealized -10.5%
BHB BAR HBR BANKSHARES COM 0.0%
Value ($000) $37 Shares 1,500 Est. Cost $15.42 Unrealized +42.3%
ISRG INTUITIVE SURGICAL INC COM NEW 0.0%
Value ($000) $37 Shares 108 Est. Cost $288.23 Unrealized +5.0%
VGT VANGUARD INFORMATION TECHNOLOGY ETF 0.0%
Value ($000) $33 Shares 75 Est. Cost $400.00 Unrealized
INARI MED INC COM 0.0%
Value ($000) $33 Shares 568 Est. Cost $93.31 Unrealized
AVGO BROADCOM INC COM 0.0%
Value ($000) $32 Shares 37 Est. Cost $47.10 Unrealized +45.9%
L LOEWS CORP COM 0.0%
Value ($000) $30 Shares 513 Est. Cost $55.04 Unrealized +4.3%
HOLX HOLOGIC INC COM 0.0%
Value ($000) $30 Shares 375 Est. Cost $66.85 Unrealized +22.2%
MIDD MIDDLEBY CORP COM 0.0%
Value ($000) $30 Shares 200 Est. Cost $169.01 Unrealized -16.6%
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $29 Shares 400 Est. Cost $55.60 Unrealized +23.3%
AROW ARROW FINL CORP COM 0.0%
Value ($000) $29 Shares 1,416 Est. Cost $28.68 Unrealized -35.3%
TD TORONTO DOMINION BK ONT COM NEW 0.0%
Value ($000) $28 Shares 456 Est. Cost $60.16 Unrealized 0.0%
CPER UNITED STATES COPPER INDEX FUND 0.0%
Value ($000) $28 Shares 1,200 Est. Cost $27.92 Unrealized
IQV IQVIA HLDGS INC COM 0.0%
Value ($000) $26 Shares 114 Est. Cost $233.08 Unrealized -13.9%
CB CHUBB LIMITED COM 0.0%
Value ($000) $26 Shares 133 Est. Cost $158.63 Unrealized +19.7%
TWLO TWILIO INC CL A 0.0%
Value ($000) $25 Shares 400 Est. Cost $103.42 Unrealized -42.9%
MSI MOTOROLA SOLUTIONS INC COM NEW 0.0%
Value ($000) $25 Shares 85 Est. Cost $278.05 Unrealized 0.0%
LVWR LIVEWIRE GROUP INC COM 0.0%
Value ($000) $25 Shares 2,100 Est. Cost $9.70 Unrealized -14.3%
BLACKROCK INC COM 0.0%
Value ($000) $23 Shares 34 Est. Cost $708.62 Unrealized
VITL VITAL FARMS INC COM 0.0%
Value ($000) $23 Shares 1,925 Est. Cost $17.84 Unrealized -21.7%
HMN HORACE MANN EDUCATORS CORP NEW COM 0.0%
Value ($000) $23 Shares 760 Est. Cost $39.71 Unrealized -20.1%
WESTERN AST INFL LKD OPP & INM COM 0.0%
Value ($000) $22 Shares 2,500 Est. Cost $13.09 Unrealized
PSCT INVESCO S&P SMALLCAP INFORMATION TECHNOLOGY ETF 0.0%
Value ($000) $22 Shares 150 Est. Cost $146.67 Unrealized
FTV FORTIVE CORP COM 0.0%
Value ($000) $22 Shares 291 Est. Cost $49.93 Unrealized 0.0%
BX BLACKSTONE INC COM 0.0%
Value ($000) $22 Shares 234 Est. Cost $76.25 Unrealized +5.1%
EFX EQUIFAX INC COM 0.0%
Value ($000) $21 Shares 91 Est. Cost $206.59 Unrealized 0.0%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.0%
Value ($000) $21 Shares 69 Est. Cost $295.12 Unrealized -5.2%
TSLA TESLA INC COM 0.0%
Value ($000) $21 Shares 80 Est. Cost $259.23 Unrealized -22.9%
TJX TJX COS INC NEW COM 0.0%
Value ($000) $21 Shares 242 Est. Cost $64.33 Unrealized +18.4%
BAX BAXTER INTL INC COM 0.0%
Value ($000) $21 Shares 450 Est. Cost $75.68 Unrealized -46.1%
ADI ANALOG DEVICES INC COM 0.0%
Value ($000) $20 Shares 105 Est. Cost $147.67 Unrealized +19.8%
META META PLATFORMS INC CL A 0.0%
Value ($000) $20 Shares 70 Est. Cost $179.63 Unrealized +36.4%
SHOP SHOPIFY INC CL A 0.0%
Value ($000) $19 Shares 300 Est. Cost $42.70 Unrealized +32.4%
DE DEERE & CO COM 0.0%
Value ($000) $19 Shares 47 Est. Cost $330.84 Unrealized +11.2%
SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF 0.0%
Value ($000) $19 Shares 252 Est. Cost $146.83 Unrealized
LMT LOCKHEED MARTIN CORP COM 0.0%
Value ($000) $18 Shares 40 Est. Cost $338.54 Unrealized +27.5%
MLPX GLOBAL X MLP & ENERGY INFRASTRUCTURE ETF 0.0%
Value ($000) $18 Shares 439 Est. Cost $36.45 Unrealized
SPOT SPOTIFY TECHNOLOGY S A SHS 0.0%
Value ($000) $18 Shares 110 Est. Cost $109.84 Unrealized +31.9%
AON AON PLC SHS CL A 0.0%
Value ($000) $18 Shares 51 Est. Cost $236.31 Unrealized +34.9%
SO SOUTHERN CO COM 0.0%
Value ($000) $18 Shares 250 Est. Cost $53.77 Unrealized +21.4%
ELV ELEVANCE HEALTH INC COM 0.0%
Value ($000) $17 Shares 39 Est. Cost $432.66 Unrealized +2.3%
DASH DOORDASH INC CL A 0.0%
Value ($000) $17 Shares 225 Est. Cost $79.42 Unrealized -16.5%
VV VANGUARD LARGE-CAP ETF 0.0%
Value ($000) $17 Shares 82 Est. Cost $174.20 Unrealized
TT TRANE TECHNOLOGIES PLC SHS 0.0%
Value ($000) $16 Shares 86 Est. Cost $152.32 Unrealized +13.4%
HON HONEYWELL INTL INC COM 0.0%
Value ($000) $16 Shares 78 Est. Cost $192.16 Unrealized -8.6%
OTIS OTIS WORLDWIDE CORP COM 0.0%
Value ($000) $16 Shares 181 Est. Cost $71.71 Unrealized +12.4%
MRSH MARSH & MCLENNAN COS INC COM 0.0%
Value ($000) $16 Shares 85 Est. Cost $135.86 Unrealized +25.5%
ADM ARCHER DANIELS MIDLAND CO COM 0.0%
Value ($000) $15 Shares 195 Est. Cost $57.39 Unrealized +20.8%
NYT NEW YORK TIMES CO CL A 0.0%
Value ($000) $15 Shares 374 Est. Cost $41.14 Unrealized -10.4%
STT STATE STR CORP COM 0.0%
Value ($000) $15 Shares 200 Est. Cost $72.44 Unrealized -9.5%
RSG REPUBLIC SVCS INC COM 0.0%
Value ($000) $14 Shares 90 Est. Cost $101.09 Unrealized +37.0%
LPLA LPL FINL HLDGS INC COM 0.0%
Value ($000) $14 Shares 63 Est. Cost $180.31 Unrealized +11.1%
LULU LULULEMON ATHLETICA INC COM 0.0%
Value ($000) $14 Shares 36 Est. Cost $329.33 Unrealized +12.0%
EXC EXELON CORP COM 0.0%
Value ($000) $13 Shares 316 Est. Cost $36.20 Unrealized +3.4%
XLE ENERGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $13 Shares 158 Est. Cost $72.69 Unrealized
COF CAPITAL ONE FINL CORP COM 0.0%
Value ($000) $13 Shares 115 Est. Cost $107.44 Unrealized -10.7%
EOG EOG RES INC COM 0.0%
Value ($000) $12 Shares 109 Est. Cost $104.44 Unrealized 0.0%
IIPR INNOVATIVE INDL PPTYS INC COM 0.0%
Value ($000) $12 Shares 169 Est. Cost $140.10 Unrealized
ABNB AIRBNB INC COM CL A 0.0%
Value ($000) $12 Shares 96 Est. Cost $155.81 Unrealized -24.9%
JBHT HUNT J B TRANS SVCS INC COM 0.0%
Value ($000) $12 Shares 67 Est. Cost $188.18 Unrealized -10.0%
BYND BEYOND MEAT INC COM 0.0%
Value ($000) $12 Shares 930 Est. Cost $50.76 Unrealized -75.0%
SBAC SBA COMMUNICATIONS CORP NEW CL A 0.0%
Value ($000) $12 Shares 51 Est. Cost $280.45 Unrealized -18.8%
CRON CRONOS GROUP INC COM 0.0%
Value ($000) $12 Shares 6,000 Est. Cost $3.12 Unrealized -41.3%
OXY OCCIDENTAL PETE CORP COM 0.0%
Value ($000) $12 Shares 200 Est. Cost $58.13 Unrealized -1.4%
ETSY ETSY INC COM 0.0%
Value ($000) $12 Shares 138 Est. Cost $91.30 Unrealized +3.3%
CBU COMMUNITY BK SYS INC COM 0.0%
Value ($000) $12 Shares 246 Est. Cost $68.01 Unrealized -34.3%
EBC EASTERN BANKSHARES INC COM 0.0%
Value ($000) $11 Shares 900 Est. Cost $18.50 Unrealized -41.1%
ES EVERSOURCE ENERGY COM 0.0%
Value ($000) $11 Shares 155 Est. Cost $72.67 Unrealized -9.1%
THC TENET HEALTHCARE CORP COM NEW 0.0%
Value ($000) $11 Shares 131 Est. Cost $71.19 Unrealized 0.0%
ALK ALASKA AIR GROUP INC COM 0.0%
Value ($000) $11 Shares 200 Est. Cost $51.67 Unrealized -12.0%
GLW CORNING INC COM 0.0%
Value ($000) $11 Shares 300 Est. Cost $35.71 Unrealized -14.3%
UNB UNION BANKSHARES INC COM 0.0%
Value ($000) $10 Shares 450 Est. Cost $33.44 Unrealized -34.4%
VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND 0.0%
Value ($000) $10 Shares 182 Est. Cost $54.45 Unrealized
ARMK ARAMARK COM 0.0%
Value ($000) $10 Shares 223 Est. Cost $24.86 Unrealized +6.0%
OKE ONEOK INC NEW COM 0.0%
Value ($000) $10 Shares 155 Est. Cost $49.62 Unrealized +9.1%
ORA ORMAT TECHNOLOGIES INC COM 0.0%
Value ($000) $9 Shares 115 Est. Cost $69.12 Unrealized +20.5%
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $9 Shares 250 Est. Cost $28.00 Unrealized
CEG CONSTELLATION ENERGY CORP COM 0.0%
Value ($000) $9 Shares 94 Est. Cost $85.27 Unrealized -4.6%
MASI MASIMO CORP COM 0.0%
Value ($000) $8 Shares 49 Est. Cost $228.17 Unrealized -23.7%
ZM ZOOM VIDEO COMMUNICATIONS INC CL A 0.0%
Value ($000) $8 Shares 115 Est. Cost $333.04 Unrealized -79.9%
HL HECLA MNG CO COM 0.0%
Value ($000) $8 Shares 1,500 Est. Cost $4.31 Unrealized +30.6%
PGR PROGRESSIVE CORP COM 0.0%
Value ($000) $8 Shares 58 Est. Cost $85.34 Unrealized +43.6%
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $8 Shares 67 Est. Cost $100.49 Unrealized +3.5%
BN BROOKFIELD CORP CL A LTD VT SH 0.0%
Value ($000) $8 Shares 226 Est. Cost $21.90 Unrealized -5.0%
CPT CAMDEN PPTY TR SH BEN INT 0.0%
Value ($000) $7 Shares 68 Est. Cost $76.99 Unrealized +26.0%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.0%
Value ($000) $7 Shares 33 Est. Cost $218.22 Unrealized
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $7 Shares 65 Est. Cost $109.40 Unrealized -13.6%
TILRAY BRANDS INC COM 0.0%
Value ($000) $6 Shares 3,700 Est. Cost $3.19 Unrealized
REGN REGENERON PHARMACEUTICALS COM 0.0%
Value ($000) $6 Shares 8 Est. Cost $617.39 Unrealized +24.2%
XMFVX MFS SPL VALUE TR SH BEN INT 0.0%
Value ($000) $5 Shares 1,325 Est. Cost $6.79 Unrealized
ALLY ALLY FINL INC COM 0.0%
Value ($000) $5 Shares 200 Est. Cost $29.22 Unrealized -17.4%
PSX PHILLIPS 66 COM 0.0%
Value ($000) $5 Shares 55 Est. Cost $91.37 Unrealized -3.1%
STNE STONECO LTD COM CL A 0.0%
Value ($000) $5 Shares 410 Est. Cost $15.59 Unrealized
JSTC ADASINA SOCIAL JUSTICE ALL CAP GLOBAL ETF 0.0%
Value ($000) $5 Shares 323 Est. Cost $15.63 Unrealized
VTRS VIATRIS INC COM 0.0%
Value ($000) $5 Shares 515 Est. Cost $11.85 Unrealized -28.6%
VNT VONTIER CORPORATION COM 0.0%
Value ($000) $5 Shares 156 Est. Cost $32.94 Unrealized -12.5%
ELS EQUITY LIFESTYLE PPTYS INC COM 0.0%
Value ($000) $5 Shares 72 Est. Cost $69.44 Unrealized
DEO DIAGEO PLC SPON ADR NEW 0.0%
Value ($000) $5 Shares 27 Est. Cost $187.87 Unrealized
XYZ BLOCK INC CL A 0.0%
Value ($000) $5 Shares 70 Est. Cost $130.20 Unrealized -52.0%
DSI ISHARES MSCI KLD 400 SOCIAL ETF 0.0%
Value ($000) $4 Shares 50 Est. Cost $77.99 Unrealized
TEAM ATLASSIAN CORPORATION CL A 0.0%
Value ($000) $4 Shares 25 Est. Cost $233.56 Unrealized -31.4%
WDAY WORKDAY INC CL A 0.0%
Value ($000) $4 Shares 18 Est. Cost $240.49 Unrealized -16.7%
SNOW SNOWFLAKE INC CL A 0.0%
Value ($000) $4 Shares 20 Est. Cost $232.63 Unrealized -30.1%
OMC OMNICOM GROUP INC COM 0.0%
Value ($000) $3 Shares 36 Est. Cost $84.87 Unrealized 0.0%
CRTO CRITEO S A SPONS ADS 0.0%
Value ($000) $3 Shares 100 Est. Cost $50.00 Unrealized
RNG RINGCENTRAL INC CL A 0.0%
Value ($000) $3 Shares 100 Est. Cost $35.77 Unrealized -14.1%
NFLX NETFLIX INC COM 0.0%
Value ($000) $3 Shares 7 Est. Cost $22.21 Unrealized +65.8%
COIN COINBASE GLOBAL INC COM CL A 0.0%
Value ($000) $3 Shares 40 Est. Cost $95.18 Unrealized -37.3%
BKNG BOOKING HOLDINGS INC COM 0.0%
Value ($000) $3 Shares 1 Est. Cost $2296.54 Unrealized +13.2%
SPY SPDR S&P 500 ETF TRUST 0.0%
Value ($000) $3 Shares 6,000 Est. Cost $221.23 Unrealized
KIM KIMCO RLTY CORP COM 0.0%
Value ($000) $2 Shares 121 Est. Cost $17.91 Unrealized -7.6%
LAMR LAMAR ADVERTISING CO NEW CL A 0.0%
Value ($000) $2 Shares 24 Est. Cost $83.33 Unrealized
HST HOST HOTELS & RESORTS INC COM 0.0%
Value ($000) $2 Shares 131 Est. Cost $14.48 Unrealized -0.4%
SEDG SOLAREDGE TECHNOLOGIES INC COM 0.0%
Value ($000) $2 Shares 8 Est. Cost $276.46 Unrealized +3.7%
GEN GEN DIGITAL INC COM 0.0%
Value ($000) $2 Shares 100 Est. Cost $22.60 Unrealized -26.7%
RIVN RIVIAN AUTOMOTIVE INC COM CL A 0.0%
Value ($000) $2 Shares 110 Est. Cost $34.08 Unrealized -59.0%
WBS WEBSTER FINL CORP COM 0.0%
Value ($000) $2 Shares 48 Est. Cost $46.28 Unrealized -20.2%
LUV SOUTHWEST AIRLS CO COM 0.0%
Value ($000) $2 Shares 50 Est. Cost $55.76 Unrealized -47.1%
OMCL OMNICELL COM COM 0.0%
Value ($000) $2 Shares 24 Est. Cost $105.05 Unrealized -35.8%
BFAM BRIGHT HORIZONS FAM SOL IN DEL COM 0.0%
Value ($000) $1 Shares 16 Est. Cost $76.11 Unrealized +11.1%
MSA MSA SAFETY INC COM 0.0%
Value ($000) $1 Shares 8 Est. Cost $123.01 Unrealized +16.3%
CANOPY GROWTH CORP COM 0.0%
Value ($000) $1 Shares 3,300 Est. Cost $2.73 Unrealized
SYNEOS HEALTH INC CL A 0.0%
Value ($000) $1 Shares 30 Est. Cost $33.33 Unrealized
MET METLIFE INC COM 0.0%
Value ($000) $1 Shares 22 Est. Cost $63.82 Unrealized -19.7%
COCP COCRYSTAL PHARMA INC COM NEW 0.0%
Value ($000) $1 Shares 418 Est. Cost $2.57 Unrealized -5.3%
NGVT INGEVITY CORP COM 0.0%
Value ($000) $1 Shares 17 Est. Cost $67.09 Unrealized -10.6%
PCTY PAYLOCITY HLDG CORP COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $229.75 Unrealized -20.3%
IRWD IRONWOOD PHARMACEUTICALS INC COM CL A 0.0%
Value ($000) $1 Shares 85 Est. Cost $11.45 Unrealized -6.1%
SYM SYMBOTIC INC CLASS A COM 0.0%
Value ($000) $1 Shares 20 Est. Cost $14.71 Unrealized +123.3%
WBD WARNER BROS DISCOVERY INC COM SER A 0.0%
Value ($000) $1 Shares 61 Est. Cost $18.34 Unrealized -29.2%
GM GENERAL MTRS CO COM 0.0%
Value ($000) $1 Shares 18 Est. Cost $56.71 Unrealized -40.7%
GRWG GROWGENERATION CORP COM 0.0%
Value ($000) $1 Shares 200 Est. Cost $35.34 Unrealized -90.0%
SANDY SPRING BANCORP INC COM 0.0%
Value ($000) $0 Shares 22 Est. Cost $45.45 Unrealized
LOB LIVE OAK BANCSHARES INC COM 0.0%
Value ($000) $0 Shares 16 Est. Cost $35.87 Unrealized -34.4%
SNDL SNDL INC COM 0.0%
Value ($000) $0 Shares 222 Est. Cost $1.96 Unrealized -22.6%
TTCFQ TATTOOED CHEF INC COM CL A 0.0%
Value ($000) $0 Shares 450 Est. Cost $15.91 Unrealized -93.6%
SHE SPDR MSCI USA GENDER DIVERSITY ETF 0.0%
Value ($000) $0 Shares 2 Est. Cost $93.50 Unrealized
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 -33.3%
MILN GLOBAL X MILLENNIAL CONSUMER ETF 0.0%
Value ($000) $0 Shares 3 Est. Cost $32.33 Unrealized
GLOBAL X WIND ENERGY ETF 0.0%
Value ($000) $0 Shares 5 Est. Cost $16.00 Unrealized
LVWR/WS LIVEWIRE GROUP INC WT EXP 092627 0.0%
Value ($000) $0 Shares 50 Est. Cost Unrealized
GAIA GAIA INC NEW CL A 0.0%
Value ($000) $0 Shares 1 Est. Cost $2.78 Unrealized 0.0%