Rockbridge Investment Management, LCC Diversified Active

CIK: 0001821984 · Show all filings

Period: Q4 2020 (← Previous) (Next →)

Filing Date: Mar 4, 2021

Total Value ($000): $488,760 (100.0% shares, 0.0% debt)

Holdings (698)

SCHZ SCHWAB STRATEGIC TR 9.7%
Value ($000) $47,177 Shares 841,989 Est. Cost $56.18 Unrealized
BND VANGUARD BD INDEX FDS 8.3%
Value ($000) $40,674 Shares 461,208 Est. Cost $88.34 Unrealized
SPTM SPDR SER TR 7.6%
Value ($000) $37,073 Shares 804,357 Est. Cost $38.66 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 6.2%
Value ($000) $30,330 Shares 364,327 Est. Cost $82.74 Unrealized
VEA VANGUARD TAX-MANAGED INTL FD 4.0%
Value ($000) $19,379 Shares 410,480 Est. Cost $38.79 Unrealized
VTI VANGUARD INDEX FDS 3.5%
Value ($000) $17,304 Shares 88,903 Est. Cost $158.33 Unrealized
SCHC SCHWAB STRATEGIC TR 3.2%
Value ($000) $15,512 Shares 411,996 Est. Cost $30.27 Unrealized
VOO VANGUARD INDEX FDS 2.6%
Value ($000) $12,913 Shares 37,571 Est. Cost $291.55 Unrealized
IEFA ISHARES TR 2.6%
Value ($000) $12,528 Shares 181,322 Est. Cost $58.97 Unrealized
SCHB SCHWAB STRATEGIC TR 2.2%
Value ($000) $10,813 Shares 118,839 Est. Cost $73.47 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 2.1%
Value ($000) $10,440 Shares 208,343 Est. Cost $39.61 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 2.0%
Value ($000) $9,980 Shares 102,734 Est. Cost $95.14 Unrealized
SCHF SCHWAB STRATEGIC TR 1.9%
Value ($000) $9,511 Shares 264,135 Est. Cost $29.75 Unrealized
SCHE SCHWAB STRATEGIC TR 1.9%
Value ($000) $9,395 Shares 306,518 Est. Cost $24.35 Unrealized
VB VANGUARD INDEX FDS 1.9%
Value ($000) $9,365 Shares 48,104 Est. Cost $145.73 Unrealized
SPY SPDR S&P 500 ETF TR 1.8%
Value ($000) $8,894 Shares 23,787 Est. Cost $308.35 Unrealized
MDYV SPDR SER TR 1.8%
Value ($000) $8,659 Shares 156,025 Est. Cost $43.17 Unrealized
IEMG ISHARES INC 1.7%
Value ($000) $8,469 Shares 136,511 Est. Cost $49.62 Unrealized
SPAB SPDR SER TR 1.7%
Value ($000) $8,428 Shares 273,740 Est. Cost $30.86 Unrealized
USRT ISHARES TR 1.7%
Value ($000) $8,127 Shares 167,870 Est. Cost $44.29 Unrealized
SLYV SPDR SER TR 1.4%
Value ($000) $7,023 Shares 106,106 Est. Cost $49.95 Unrealized
VBR VANGUARD INDEX FDS 1.4%
Value ($000) $6,993 Shares 49,172 Est. Cost $106.91 Unrealized
VONE VANGUARD SCOTTSDALE FDS 1.2%
Value ($000) $6,048 Shares 34,516 Est. Cost $142.41 Unrealized
IVV ISHARES TR 1.2%
Value ($000) $6,010 Shares 16,010 Est. Cost $309.71 Unrealized
VNQ VANGUARD INDEX FDS 1.1%
Value ($000) $5,526 Shares 65,064 Est. Cost $78.54 Unrealized
AAPL APPLE INC 1.0%
Value ($000) $4,868 Shares 36,686 Est. Cost $102.60 Unrealized +14.0%
SCHH SCHWAB STRATEGIC TR 0.7%
Value ($000) $3,630 Shares 95,615 Est. Cost $35.22 Unrealized
MSFT MICROSOFT CORP 0.7%
Value ($000) $3,372 Shares 15,159 Est. Cost $173.88 Unrealized +18.5%
VO VANGUARD INDEX FDS 0.7%
Value ($000) $3,252 Shares 15,729 Est. Cost $164.79 Unrealized
SPDW SPDR INDEX SHS FDS 0.6%
Value ($000) $3,052 Shares 90,444 Est. Cost $27.62 Unrealized
VTWO VANGUARD SCOTTSDALE FDS 0.6%
Value ($000) $2,949 Shares 18,631 Est. Cost $115.38 Unrealized
SLQD ISHARES TR 0.6%
Value ($000) $2,824 Shares 54,087 Est. Cost $52.12 Unrealized
VONV VANGUARD SCOTTSDALE FDS 0.6%
Value ($000) $2,743 Shares 22,895 Est. Cost $100.50 Unrealized
VMBS VANGUARD SCOTTSDALE FDS 0.5%
Value ($000) $2,422 Shares 44,799 Est. Cost $54.37 Unrealized
ISTB ISHARES TR 0.5%
Value ($000) $2,239 Shares 43,360 Est. Cost $51.60 Unrealized
SCHX SCHWAB STRATEGIC TR 0.4%
Value ($000) $2,153 Shares 23,668 Est. Cost $74.29 Unrealized
HYG ISHARES TR 0.4%
Value ($000) $1,975 Shares 22,623 Est. Cost $81.62 Unrealized
VTV VANGUARD INDEX FDS 0.4%
Value ($000) $1,946 Shares 16,359 Est. Cost $100.40 Unrealized
IJR ISHARES TR 0.4%
Value ($000) $1,874 Shares 20,390 Est. Cost $69.16 Unrealized
SPEM SPDR INDEX SHS FDS 0.4%
Value ($000) $1,737 Shares 41,201 Est. Cost $33.45 Unrealized
SPSB SPDR SER TR 0.4%
Value ($000) $1,727 Shares 54,989 Est. Cost $31.35 Unrealized
EFA ISHARES TR 0.3%
Value ($000) $1,683 Shares 23,062 Est. Cost $65.19 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.3%
Value ($000) $1,679 Shares 13,167 Est. Cost $101.78 Unrealized
JNK SPDR SER TR 0.3%
Value ($000) $1,655 Shares 15,192 Est. Cost $101.17 Unrealized
HIW HIGHWOODS PPTYS INC 0.3%
Value ($000) $1,617 Shares 40,805 Est. Cost $37.32 Unrealized
VUG VANGUARD INDEX FDS 0.3%
Value ($000) $1,432 Shares 5,651 Est. Cost $207.03 Unrealized
VBK VANGUARD INDEX FDS 0.3%
Value ($000) $1,363 Shares 5,091 Est. Cost $199.57 Unrealized
AMZN AMAZON COM INC 0.3%
Value ($000) $1,335 Shares 410 Est. Cost $126.80 Unrealized +25.8%
SCHA SCHWAB STRATEGIC TR 0.3%
Value ($000) $1,315 Shares 14,779 Est. Cost $67.94 Unrealized
IJH ISHARES TR 0.3%
Value ($000) $1,289 Shares 5,607 Est. Cost $179.88 Unrealized
BSV VANGUARD BD INDEX FDS 0.3%
Value ($000) $1,280 Shares 15,440 Est. Cost $83.10 Unrealized
IWV ISHARES TR 0.3%
Value ($000) $1,253 Shares 5,607 Est. Cost $179.97 Unrealized
DVY ISHARES TR 0.2%
Value ($000) $1,082 Shares 11,247 Est. Cost $80.73 Unrealized
SYK STRYKER CORPORATION 0.2%
Value ($000) $1,070 Shares 4,368 Est. Cost $173.69 Unrealized +23.5%
SCZ ISHARES TR 0.2%
Value ($000) $1,065 Shares 15,584 Est. Cost $55.22 Unrealized
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $1,060 Shares 6,736 Est. Cost $124.28 Unrealized +2.6%
SCHM SCHWAB STRATEGIC TR 0.2%
Value ($000) $998 Shares 14,633 Est. Cost $54.17 Unrealized
IJJ ISHARES TR 0.2%
Value ($000) $945 Shares 10,946 Est. Cost $109.67 Unrealized
SCHO SCHWAB STRATEGIC TR 0.2%
Value ($000) $944 Shares 18,368 Est. Cost $51.62 Unrealized
IWC ISHARES TR 0.2%
Value ($000) $849 Shares 7,158 Est. Cost $87.28 Unrealized
SSNC SS&C TECHNOLOGIES HLDGS INC 0.2%
Value ($000) $820 Shares 11,270 Est. Cost $54.51 Unrealized +23.0%
SCHR SCHWAB STRATEGIC TR 0.2%
Value ($000) $814 Shares 13,977 Est. Cost $58.79 Unrealized
VOT VANGUARD INDEX FDS 0.2%
Value ($000) $798 Shares 3,765 Est. Cost $165.21 Unrealized
CORP PIMCO ETF TR 0.2%
Value ($000) $791 Shares 6,757 Est. Cost $114.32 Unrealized
VXUS VANGUARD STAR FDS 0.2%
Value ($000) $763 Shares 12,689 Est. Cost $56.53 Unrealized
HYS PIMCO ETF TR 0.2%
Value ($000) $757 Shares 7,708 Est. Cost $91.21 Unrealized
VOE VANGUARD INDEX FDS 0.2%
Value ($000) $742 Shares 6,239 Est. Cost $95.65 Unrealized
MRK MERCK & CO. INC 0.2%
Value ($000) $735 Shares 8,982 Est. Cost $62.87 Unrealized +3.1%
TSLA TESLA INC 0.1%
Value ($000) $728 Shares 1,031 Est. Cost $105.04 Unrealized +62.5%
EFV ISHARES TR 0.1%
Value ($000) $716 Shares 15,166 Est. Cost $39.99 Unrealized
MUB ISHARES TR 0.1%
Value ($000) $682 Shares 5,821 Est. Cost $115.56 Unrealized
IWD ISHARES TR 0.1%
Value ($000) $679 Shares 4,969 Est. Cost $114.51 Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $671 Shares 4,527 Est. Cost $111.34 Unrealized +8.9%
META FACEBOOK INC 0.1%
Value ($000) $665 Shares 2,433 Est. Cost $218.83 Unrealized +24.4%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $653 Shares 2,814 Est. Cost $187.50 Unrealized +17.4%
IWS ISHARES TR 0.1%
Value ($000) $633 Shares 6,531 Est. Cost $76.50 Unrealized
GOOGL ALPHABET INC 0.1%
Value ($000) $633 Shares 361 Est. Cost $68.26 Unrealized +22.3%
IWF ISHARES TR 0.1%
Value ($000) $625 Shares 2,593 Est. Cost $192.06 Unrealized
VGSH VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $606 Shares 9,834 Est. Cost $62.23 Unrealized
SDY SPDR SER TR 0.1%
Value ($000) $591 Shares 5,576 Est. Cost $91.89 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value ($000) $539 Shares 3,816 Est. Cost $117.14 Unrealized
DIS DISNEY WALT CO 0.1%
Value ($000) $532 Shares 2,939 Est. Cost $107.86 Unrealized +30.0%
VTEB VANGUARD MUN BD FDS 0.1%
Value ($000) $529 Shares 9,587 Est. Cost $54.14 Unrealized
V VISA INC 0.1%
Value ($000) $528 Shares 2,415 Est. Cost $184.17 Unrealized +7.1%
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $527 Shares 1,477 Est. Cost $298.80 Unrealized +8.2%
SPIB SPDR SER TR 0.1%
Value ($000) $509 Shares 13,699 Est. Cost $36.50 Unrealized
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $499 Shares 3,587 Est. Cost $101.53 Unrealized +21.3%
AMGN AMGEN INC 0.1%
Value ($000) $494 Shares 2,147 Est. Cost $191.83 Unrealized +2.3%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $492 Shares 11,941 Est. Cost $34.66 Unrealized -12.4%
KO COCA COLA CO 0.1%
Value ($000) $490 Shares 8,942 Est. Cost $39.33 Unrealized +12.6%
IWM ISHARES TR 0.1%
Value ($000) $478 Shares 2,438 Est. Cost $148.51 Unrealized
BA BOEING CO 0.1%
Value ($000) $472 Shares 2,204 Est. Cost $164.72 Unrealized +16.7%
QQQ INVESCO QQQ TR 0.1%
Value ($000) $472 Shares 1,505 Est. Cost $266.41 Unrealized
SUB ISHARES TR 0.1%
Value ($000) $468 Shares 4,329 Est. Cost $107.87 Unrealized
VYM VANGUARD WHITEHALL FDS 0.1%
Value ($000) $443 Shares 4,836 Est. Cost $79.52 Unrealized
SCHV SCHWAB STRATEGIC TR 0.1%
Value ($000) $439 Shares 7,380 Est. Cost $50.13 Unrealized
CVX CHEVRON CORP NEW 0.1%
Value ($000) $438 Shares 5,183 Est. Cost $67.65 Unrealized -3.9%
PFF ISHARES TR 0.1%
Value ($000) $433 Shares 11,232 Est. Cost $34.63 Unrealized
FALN ISHARES TR 0.1%
Value ($000) $433 Shares 14,705 Est. Cost $26.28 Unrealized
IWN ISHARES TR 0.1%
Value ($000) $430 Shares 3,261 Est. Cost $97.38 Unrealized
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $411 Shares 5,330 Est. Cost $62.38 Unrealized +5.2%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $409 Shares 6,969 Est. Cost $41.07 Unrealized +7.1%
BIL SPDR SER TR 0.1%
Value ($000) $409 Shares 4,474 Est. Cost $91.61 Unrealized
GENERAL ELECTRIC CO 0.1%
Value ($000) $389 Shares 36,063 Est. Cost $6.82 Unrealized
ESGV VANGUARD WORLD FD 0.1%
Value ($000) $387 Shares 5,522 Est. Cost $60.66 Unrealized
PFE PFIZER INC 0.1%
Value ($000) $381 Shares 10,344 Est. Cost $26.02 Unrealized +10.0%
MO ALTRIA GROUP INC 0.1%
Value ($000) $377 Shares 9,184 Est. Cost $25.26 Unrealized +5.7%
T AT&T INC 0.1%
Value ($000) $376 Shares 13,080 Est. Cost $15.46 Unrealized -0.5%
VV VANGUARD INDEX FDS 0.1%
Value ($000) $355 Shares 2,020 Est. Cost $142.98 Unrealized
XLU SELECT SECTOR SPDR TR 0.1%
Value ($000) $342 Shares 5,454 Est. Cost $56.47 Unrealized
RODGERS SILICON VALLEY AQ CO 0.1%
Value ($000) $324 Shares 24,300 Est. Cost $13.33 Unrealized
WESTPORT FUEL SYSTEMS INC 0.1%
Value ($000) $320 Shares 60,000 Est. Cost $1.23 Unrealized
SPYM SPDR SER TR 0.1%
Value ($000) $320 Shares 7,286 Est. Cost $36.26 Unrealized
CRM SALESFORCE COM INC 0.1%
Value ($000) $290 Shares 1,305 Est. Cost $190.31 Unrealized +26.2%
JPM JPMORGAN CHASE & CO 0.1%
Value ($000) $287 Shares 2,257 Est. Cost $82.68 Unrealized +18.7%
EXPE EXPEDIA GROUP INC 0.1%
Value ($000) $285 Shares 2,150 Est. Cost $89.22 Unrealized +25.3%
ROK ROCKWELL AUTOMATION INC 0.1%
Value ($000) $278 Shares 1,108 Est. Cost $175.54 Unrealized +27.6%
IJK ISHARES TR 0.1%
Value ($000) $278 Shares 3,848 Est. Cost $110.10 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.1%
Value ($000) $278 Shares 1,193 Est. Cost $247.39 Unrealized
MU MICRON TECHNOLOGY INC 0.1%
Value ($000) $259 Shares 3,450 Est. Cost $47.22 Unrealized +24.6%
COOPER COS INC 0.1%
Value ($000) $257 Shares 706 Est. Cost $284.00 Unrealized
FLRN SPDR SER TR 0.1%
Value ($000) $253 Shares 8,262 Est. Cost $30.47 Unrealized
ISHARES TR 0.1%
Value ($000) $252 Shares 10,074 Est. Cost $25.11 Unrealized
ABT ABBOTT LABS 0.1%
Value ($000) $251 Shares 2,294 Est. Cost $82.40 Unrealized +20.5%
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $235 Shares 4,026 Est. Cost $46.72 Unrealized +7.3%
GOOG ALPHABET INC 0.0%
Value ($000) $229 Shares 131 Est. Cost $66.98 Unrealized +25.0%
INTC INTEL CORP 0.0%
Value ($000) $227 Shares 4,554 Est. Cost $52.78 Unrealized -16.6%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $226 Shares 2,736 Est. Cost $54.79 Unrealized +10.2%
MDT MEDTRONIC PLC 0.0%
Value ($000) $221 Shares 1,889 Est. Cost $88.42 Unrealized +7.5%
BIV VANGUARD BD INDEX FDS 0.0%
Value ($000) $219 Shares 2,361 Est. Cost $93.10 Unrealized
QCOM QUALCOMM INC 0.0%
Value ($000) $219 Shares 1,434 Est. Cost $73.21 Unrealized +70.3%
VT VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $206 Shares 2,225 Est. Cost $74.61 Unrealized
SENEA SENECA FOODS CORP NEW 0.0%
Value ($000) $203 Shares 5,097 Est. Cost $35.16 Unrealized +15.0%
UNILEVER PLC 0.0%
Value ($000) $202 Shares 3,348 Est. Cost $61.21 Unrealized
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $199 Shares 754 Est. Cost $179.03 Unrealized +10.0%
MMM 3M CO 0.0%
Value ($000) $193 Shares 1,104 Est. Cost $107.66 Unrealized +9.2%
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $191 Shares 816 Est. Cost $185.45 Unrealized +11.5%
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $190 Shares 543 Est. Cost $262.32 Unrealized +17.5%
TMP TOMPKINS FINL CORP 0.0%
Value ($000) $190 Shares 2,685 Est. Cost $52.90 Unrealized -1.1%
IWP ISHARES TR 0.0%
Value ($000) $190 Shares 1,854 Est. Cost $130.53 Unrealized
XLV SELECT SECTOR SPDR TR 0.0%
Value ($000) $190 Shares 1,679 Est. Cost $100.06 Unrealized
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $180 Shares 1,539 Est. Cost $101.46 Unrealized +3.7%
VEU VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $179 Shares 3,072 Est. Cost $47.78 Unrealized
ALC ALCON AG 0.0%
Value ($000) $178 Shares 2,693 Est. Cost $57.95 Unrealized +6.4%
CVS CVS HEALTH CORP 0.0%
Value ($000) $175 Shares 2,556 Est. Cost $52.60 Unrealized +5.0%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $173 Shares 2,436 Est. Cost $17.44 Unrealized +35.9%
SNA SNAP ON INC 0.0%
Value ($000) $171 Shares 1,000 Est. Cost $146.41 Unrealized 0.0%
VPU VANGUARD WORLD FDS 0.0%
Value ($000) $170 Shares 1,236 Est. Cost $123.40 Unrealized
VSS VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $170 Shares 1,395 Est. Cost $96.42 Unrealized
ACTIVISION BLIZZARD INC 0.0%
Value ($000) $165 Shares 1,773 Est. Cost $80.66 Unrealized
NYF ISHARES TR 0.0%
Value ($000) $164 Shares 2,820 Est. Cost $57.45 Unrealized
BAC BK OF AMERICA CORP 0.0%
Value ($000) $164 Shares 5,404 Est. Cost $20.57 Unrealized +15.0%
IVW ISHARES TR 0.0%
Value ($000) $163 Shares 2,560 Est. Cost $81.49 Unrealized
CSCO CISCO SYS INC 0.0%
Value ($000) $159 Shares 3,557 Est. Cost $36.89 Unrealized -4.4%
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $156 Shares 5,180 Est. Cost $23.82 Unrealized -3.3%
NEAR ISHARES U S ETF TR 0.0%
Value ($000) $156 Shares 3,112 Est. Cost $50.13 Unrealized
XLF SELECT SECTOR SPDR TR 0.0%
Value ($000) $153 Shares 5,198 Est. Cost $23.36 Unrealized
VOOG VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $153 Shares 666 Est. Cost $197.53 Unrealized
NOW SERVICENOW INC 0.0%
Value ($000) $153 Shares 278 Est. Cost $82.75 Unrealized +25.7%
RYAAY RYANAIR HOLDINGS PLC 0.0%
Value ($000) $152 Shares 1,385 Est. Cost $81.59 Unrealized
INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $151 Shares 6,723 Est. Cost $22.01 Unrealized
LOW LOWES COS INC 0.0%
Value ($000) $151 Shares 941 Est. Cost $103.31 Unrealized +43.3%
SO SOUTHERN CO 0.0%
Value ($000) $144 Shares 2,350 Est. Cost $48.41 Unrealized +2.3%
DOW DOW INC 0.0%
Value ($000) $143 Shares 2,574 Est. Cost $26.85 Unrealized +45.4%
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $142 Shares 2,286 Est. Cost $47.92 Unrealized +4.4%
XLP SELECT SECTOR SPDR TR 0.0%
Value ($000) $142 Shares 2,100 Est. Cost $58.57 Unrealized
CHTR CHARTER COMMUNICATIONS INC N 0.0%
Value ($000) $142 Shares 215 Est. Cost $590.04 Unrealized +7.9%
IWB ISHARES TR 0.0%
Value ($000) $141 Shares 667 Est. Cost $171.59 Unrealized
ICE INTERCONTINENTAL EXCHANGE IN 0.0%
Value ($000) $141 Shares 1,220 Est. Cost $91.98 Unrealized +5.6%
EEM ISHARES TR 0.0%
Value ($000) $140 Shares 2,700 Est. Cost $40.97 Unrealized
HD HOME DEPOT INC 0.0%
Value ($000) $139 Shares 524 Est. Cost $205.11 Unrealized +18.2%
GPK GRAPHIC PACKAGING HLDG CO 0.0%
Value ($000) $138 Shares 8,130 Est. Cost $14.18 Unrealized +6.7%
PAYX PAYCHEX INC 0.0%
Value ($000) $137 Shares 1,471 Est. Cost $59.18 Unrealized +30.0%
RTX RAYTHEON TECHNOLOGIES CORP 0.0%
Value ($000) $135 Shares 1,893 Est. Cost $55.89 Unrealized +4.5%
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $134 Shares 60 Est. Cost $1641.36 Unrealized +15.7%
ISHARES TR 0.0%
Value ($000) $131 Shares 4,820 Est. Cost $27.39 Unrealized
SPLV INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $131 Shares 2,334 Est. Cost $49.83 Unrealized
EFG ISHARES TR 0.0%
Value ($000) $130 Shares 1,287 Est. Cost $90.13 Unrealized
VGIT VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $123 Shares 1,768 Est. Cost $70.33 Unrealized
CTRA CABOT OIL & GAS CORP 0.0%
Value ($000) $122 Shares 7,500 Est. Cost $14.31 Unrealized -5.5%
VSGX VANGUARD WORLD FD 0.0%
Value ($000) $121 Shares 2,046 Est. Cost $52.14 Unrealized
AGG ISHARES TR 0.0%
Value ($000) $121 Shares 1,025 Est. Cost $117.84 Unrealized
ABBV ABBVIE INC 0.0%
Value ($000) $119 Shares 1,111 Est. Cost $74.35 Unrealized +6.2%
FBT FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $118 Shares 700 Est. Cost $168.57 Unrealized
MCD MCDONALDS CORP 0.0%
Value ($000) $117 Shares 546 Est. Cost $166.13 Unrealized +16.3%
CHD CHURCH & DWIGHT INC 0.0%
Value ($000) $116 Shares 1,330 Est. Cost $68.10 Unrealized +22.4%
IUSB ISHARES TR 0.0%
Value ($000) $115 Shares 2,106 Est. Cost $54.27 Unrealized
EQIX EQUINIX INC 0.0%
Value ($000) $114 Shares 160 Est. Cost $683.55 Unrealized -1.3%
IWO ISHARES TR 0.0%
Value ($000) $113 Shares 393 Est. Cost $206.11 Unrealized
PZT INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $112 Shares 4,265 Est. Cost $25.56 Unrealized
LLY LILLY ELI & CO 0.0%
Value ($000) $111 Shares 658 Est. Cost $143.90 Unrealized -1.8%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $108 Shares 432 Est. Cost $220.31 Unrealized -2.6%
VHT VANGUARD WORLD FDS 0.0%
Value ($000) $108 Shares 483 Est. Cost $192.55 Unrealized
EA ELECTRONIC ARTS INC 0.0%
Value ($000) $107 Shares 746 Est. Cost $131.49 Unrealized -4.6%
NVDA NVIDIA CORPORATION 0.0%
Value ($000) $107 Shares 205 Est. Cost $8.06 Unrealized +65.6%
IJS ISHARES TR 0.0%
Value ($000) $107 Shares 1,310 Est. Cost $101.02 Unrealized
PIONEER NAT RES CO 0.0%
Value ($000) $107 Shares 940 Est. Cost $86.17 Unrealized
F FORD MTR CO DEL 0.0%
Value ($000) $105 Shares 11,996 Est. Cost $4.20 Unrealized +51.2%
KSS KOHLS CORP 0.0%
Value ($000) $104 Shares 2,561 Est. Cost $21.72 Unrealized +33.9%
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $103 Shares 457 Est. Cost $215.15 Unrealized -7.2%
DEO DIAGEO PLC 0.0%
Value ($000) $101 Shares 638 Est. Cost $134.59 Unrealized
CTVA CORTEVA INC 0.0%
Value ($000) $100 Shares 2,585 Est. Cost $24.35 Unrealized +38.7%
GWX SPDR INDEX SHS FDS 0.0%
Value ($000) $99 Shares 2,786 Est. Cost $27.28 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $98 Shares 554 Est. Cost $126.99 Unrealized +16.1%
BX BLACKSTONE GROUP INC 0.0%
Value ($000) $97 Shares 1,495 Est. Cost $43.48 Unrealized +12.3%
EAGG ISHARES TR 0.0%
Value ($000) $97 Shares 1,715 Est. Cost $56.55 Unrealized
XMLV INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $96 Shares 1,988 Est. Cost $41.25 Unrealized
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $94 Shares 2,205 Est. Cost $31.08 Unrealized +6.7%
SYY SYSCO CORP 0.0%
Value ($000) $94 Shares 1,264 Est. Cost $49.64 Unrealized +20.9%
SPSM SPDR SER TR 0.0%
Value ($000) $94 Shares 2,628 Est. Cost $26.57 Unrealized
BMRN BIOMARIN PHARMACEUTICAL INC 0.0%
Value ($000) $93 Shares 1,055 Est. Cost $101.18 Unrealized -21.6%
SBAC SBA COMMUNICATIONS CORP NEW 0.0%
Value ($000) $92 Shares 325 Est. Cost $284.22 Unrealized -3.8%
CPRT COPART INC 0.0%
Value ($000) $90 Shares 710 Est. Cost $24.22 Unrealized +20.3%
VGT VANGUARD WORLD FDS 0.0%
Value ($000) $90 Shares 255 Est. Cost $278.43 Unrealized
CONCHO RES INC 0.0%
Value ($000) $90 Shares 1,540 Est. Cost $44.16 Unrealized
CBU COMMUNITY BK SYS INC 0.0%
Value ($000) $90 Shares 1,442 Est. Cost $49.47 Unrealized +5.9%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $89 Shares 191 Est. Cost $400.13 Unrealized +15.6%
WRB BERKLEY W R CORP 0.0%
Value ($000) $89 Shares 1,335 Est. Cost $24.25 Unrealized +5.4%
LQD ISHARES TR 0.0%
Value ($000) $86 Shares 620 Est. Cost $134.39 Unrealized
CWI SPDR INDEX SHS FDS 0.0%
Value ($000) $85 Shares 3,091 Est. Cost $22.65 Unrealized
SPDN DIREXION SHS ETF TR 0.0%
Value ($000) $84 Shares 4,550 Est. Cost $22.51 Unrealized
IYC ISHARES TR 0.0%
Value ($000) $83 Shares 1,172 Est. Cost $107.72 Unrealized
HLT HILTON WORLDWIDE HLDGS INC 0.0%
Value ($000) $83 Shares 750 Est. Cost $82.53 Unrealized +18.6%
OLED UNIVERSAL DISPLAY CORP 0.0%
Value ($000) $82 Shares 356 Est. Cost $185.02 Unrealized +10.3%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $82 Shares 2,166 Est. Cost $17.13 Unrealized +97.4%
VIOV VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $82 Shares 582 Est. Cost $105.17 Unrealized
SPYG SPDR SER TR 0.0%
Value ($000) $81 Shares 1,457 Est. Cost $44.61 Unrealized
CCJ CAMECO CORP 0.0%
Value ($000) $80 Shares 5,950 Est. Cost $10.63 Unrealized -1.1%
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $80 Shares 306 Est. Cost $174.62 Unrealized +27.7%
TIP ISHARES TR 0.0%
Value ($000) $79 Shares 622 Est. Cost $123.79 Unrealized
XLK SELECT SECTOR SPDR TR 0.0%
Value ($000) $79 Shares 610 Est. Cost $103.94 Unrealized
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $79 Shares 388 Est. Cost $142.90 Unrealized +26.7%
BAB INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $77 Shares 2,290 Est. Cost $32.75 Unrealized
SPDR SER TR 0.0%
Value ($000) $77 Shares 971 Est. Cost $59.14 Unrealized
IJT ISHARES TR 0.0%
Value ($000) $77 Shares 670 Est. Cost $142.59 Unrealized
GLD SPDR GOLD TR 0.0%
Value ($000) $77 Shares 430 Est. Cost $172.09 Unrealized
VXF VANGUARD INDEX FDS 0.0%
Value ($000) $75 Shares 454 Est. Cost $118.49 Unrealized
MTB M & T BK CORP 0.0%
Value ($000) $75 Shares 588 Est. Cost $87.69 Unrealized +10.2%
ISHARES TR 0.0%
Value ($000) $74 Shares 2,969 Est. Cost $24.92 Unrealized
NSP INSPERITY INC 0.0%
Value ($000) $74 Shares 915 Est. Cost $57.20 Unrealized +23.9%
FMC FMC CORP 0.0%
Value ($000) $73 Shares 635 Est. Cost $90.74 Unrealized +4.5%
VMC VULCAN MATLS CO 0.0%
Value ($000) $73 Shares 490 Est. Cost $120.24 Unrealized +13.8%
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $72 Shares 430 Est. Cost $79.74 Unrealized +71.7%
IDEV ISHARES TR 0.0%
Value ($000) $71 Shares 1,156 Est. Cost $50.89 Unrealized
NFLX NETFLIX INC 0.0%
Value ($000) $71 Shares 131 Est. Cost $42.56 Unrealized +19.1%
HPQ HP INC 0.0%
Value ($000) $71 Shares 2,895 Est. Cost $15.52 Unrealized +13.4%
EOG EOG RES INC 0.0%
Value ($000) $70 Shares 1,396 Est. Cost $35.01 Unrealized -2.6%
ISHARES TR 0.0%
Value ($000) $70 Shares 2,741 Est. Cost $25.54 Unrealized
USMV ISHARES TR 0.0%
Value ($000) $68 Shares 1,004 Est. Cost $60.48 Unrealized
DLTR DOLLAR TREE INC 0.0%
Value ($000) $68 Shares 625 Est. Cost $94.09 Unrealized +6.7%
IWY ISHARES TR 0.0%
Value ($000) $67 Shares 500 Est. Cost $106.00 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $67 Shares 534 Est. Cost $91.76 Unrealized +1.8%
EL LAUDER ESTEE COS INC 0.0%
Value ($000) $66 Shares 248 Est. Cost $165.58 Unrealized +35.1%
XBNYX BLACKROCK N Y MUN INCOME TRU 0.0%
Value ($000) $65 Shares 4,450 Est. Cost $13.48 Unrealized
FANG DIAMONDBACK ENERGY INC 0.0%
Value ($000) $64 Shares 1,317 Est. Cost $31.15 Unrealized -4.3%
IGIB ISHARES TR 0.0%
Value ($000) $64 Shares 1,036 Est. Cost $60.81 Unrealized
IVE ISHARES TR 0.0%
Value ($000) $64 Shares 499 Est. Cost $121.46 Unrealized
COP CONOCOPHILLIPS 0.0%
Value ($000) $63 Shares 1,583 Est. Cost $31.49 Unrealized -2.4%
HUBB HUBBELL INC 0.0%
Value ($000) $63 Shares 400 Est. Cost $110.23 Unrealized +27.5%
EWX SPDR INDEX SHS FDS 0.0%
Value ($000) $61 Shares 1,180 Est. Cost $40.91 Unrealized
XME SPDR SER TR 0.0%
Value ($000) $60 Shares 1,806 Est. Cost $21.04 Unrealized
CNC CENTENE CORP DEL 0.0%
Value ($000) $60 Shares 1,000 Est. Cost $63.53 Unrealized 0.0%
SJNK SPDR SER TR 0.0%
Value ($000) $59 Shares 2,207 Est. Cost $25.37 Unrealized
COST COSTCO WHSL CORP NEW 0.0%
Value ($000) $59 Shares 157 Est. Cost $279.18 Unrealized +24.4%
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $59 Shares 644 Est. Cost $67.61 Unrealized +11.9%
ETN EATON CORP PLC 0.0%
Value ($000) $59 Shares 490 Est. Cost $75.66 Unrealized +37.3%
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $58 Shares 390 Est. Cost $85.95 Unrealized +23.9%
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $58 Shares 2,675 Est. Cost $15.86 Unrealized +6.5%
EQT EQT CORP 0.0%
Value ($000) $57 Shares 4,520 Est. Cost $13.78 Unrealized -1.8%
AOR ISHARES TR 0.0%
Value ($000) $57 Shares 1,099 Est. Cost $48.88 Unrealized
QUAL ISHARES TR 0.0%
Value ($000) $57 Shares 490 Est. Cost $95.65 Unrealized
IVOV VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $56 Shares 426 Est. Cost $104.88 Unrealized
EWC ISHARES INC 0.0%
Value ($000) $56 Shares 1,812 Est. Cost $25.94 Unrealized
BLACKROCK CORE BD TR 0.0%
Value ($000) $55 Shares 3,355 Est. Cost $15.50 Unrealized
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $53 Shares 150 Est. Cost $35.23 Unrealized +32.6%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $53 Shares 359 Est. Cost $125.54 Unrealized +4.1%
NUVEEN CA QUALTY MUN INCOME 0.0%
Value ($000) $52 Shares 3,404 Est. Cost $14.39 Unrealized
ORCL ORACLE CORP 0.0%
Value ($000) $52 Shares 799 Est. Cost $48.99 Unrealized +13.3%
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value ($000) $51 Shares 2,185 Est. Cost $14.05 Unrealized +27.3%
GLW CORNING INC 0.0%
Value ($000) $51 Shares 1,413 Est. Cost $22.09 Unrealized +39.7%
SCHD SCHWAB STRATEGIC TR 0.0%
Value ($000) $50 Shares 780 Est. Cost $51.28 Unrealized
SPMD SPDR SER TR 0.0%
Value ($000) $50 Shares 1,249 Est. Cost $31.52 Unrealized
SCHP SCHWAB STRATEGIC TR 0.0%
Value ($000) $49 Shares 785 Est. Cost $60.31 Unrealized
MCO MOODYS CORP 0.0%
Value ($000) $49 Shares 170 Est. Cost $272.91 Unrealized -1.8%
INCY INCYTE CORP 0.0%
Value ($000) $48 Shares 555 Est. Cost $95.56 Unrealized -9.5%
HON HONEYWELL INTL INC 0.0%
Value ($000) $48 Shares 228 Est. Cost $117.88 Unrealized +38.9%
CNK CINEMARK HLDGS INC 0.0%
Value ($000) $48 Shares 2,778 Est. Cost $12.91 Unrealized -3.8%
SYNA SYNAPTICS INC 0.0%
Value ($000) $48 Shares 500 Est. Cost $81.42 Unrealized 0.0%
ESGE ISHARES INC 0.0%
Value ($000) $47 Shares 1,130 Est. Cost $35.69 Unrealized
WESTERN ASSET HIGH YIELD DEF 0.0%
Value ($000) $47 Shares 3,040 Est. Cost $13.82 Unrealized
SPGI S&P GLOBAL INC 0.0%
Value ($000) $46 Shares 140 Est. Cost $337.41 Unrealized -4.2%
DG DOLLAR GEN CORP NEW 0.0%
Value ($000) $46 Shares 220 Est. Cost $167.17 Unrealized +18.5%
SBUX STARBUCKS CORP 0.0%
Value ($000) $46 Shares 431 Est. Cost $73.93 Unrealized +15.2%
ISHARES TR 0.0%
Value ($000) $45 Shares 1,704 Est. Cost $26.41 Unrealized
SHOP SHOPIFY INC 0.0%
Value ($000) $45 Shares 40 Est. Cost $72.41 Unrealized +45.0%
ISHARES TR 0.0%
Value ($000) $45 Shares 1,716 Est. Cost $26.22 Unrealized
MDXG MIMEDX GROUP INC 0.0%
Value ($000) $45 Shares 5,000 Est. Cost $6.88 Unrealized 0.0%
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $45 Shares 331 Est. Cost $112.69 Unrealized +2.9%
ARKG ARK ETF TR 0.0%
Value ($000) $44 Shares 470 Est. Cost $93.62 Unrealized
AAL AMERICAN AIRLS GROUP INC 0.0%
Value ($000) $44 Shares 2,821 Est. Cost $12.13 Unrealized +14.2%
TTC TORO CO 0.0%
Value ($000) $44 Shares 467 Est. Cost $65.68 Unrealized +34.6%
ACWX ISHARES TR 0.0%
Value ($000) $43 Shares 814 Est. Cost $50.97 Unrealized
BNDX VANGUARD CHARLOTTE FDS 0.0%
Value ($000) $43 Shares 735 Est. Cost $57.14 Unrealized
XPH SPDR SER TR 0.0%
Value ($000) $43 Shares 825 Est. Cost $43.90 Unrealized
BALL BALL CORP 0.0%
Value ($000) $42 Shares 450 Est. Cost $86.77 Unrealized 0.0%
PLD PROLOGIS INC. 0.0%
Value ($000) $42 Shares 423 Est. Cost $76.28 Unrealized +14.6%
JCI JOHNSON CTLS INTL PLC 0.0%
Value ($000) $41 Shares 879 Est. Cost $29.77 Unrealized +35.0%
VDC VANGUARD WORLD FDS 0.0%
Value ($000) $41 Shares 234 Est. Cost $149.57 Unrealized
ADBE ADOBE SYSTEMS INCORPORATED 0.0%
Value ($000) $41 Shares 82 Est. Cost $370.53 Unrealized +30.4%
IYF ISHARES TR 0.0%
Value ($000) $40 Shares 602 Est. Cost $88.04 Unrealized
TXN TEXAS INSTRS INC 0.0%
Value ($000) $40 Shares 244 Est. Cost $116.63 Unrealized +15.4%
MLM MARTIN MARIETTA MATLS INC 0.0%
Value ($000) $40 Shares 140 Est. Cost $208.84 Unrealized +23.4%
MORGAN STANLEY EMER MKTS DEB 0.0%
Value ($000) $40 Shares 4,340 Est. Cost $8.53 Unrealized
IHG INTERCONTINENTAL HOTELS GROU 0.0%
Value ($000) $39 Shares 600 Est. Cost $51.67 Unrealized
BLACKROCK MASS TAX-EXEMPT TR 0.0%
Value ($000) $39 Shares 2,925 Est. Cost $12.65 Unrealized
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $39 Shares 751 Est. Cost $32.76 Unrealized +27.2%
TGT TARGET CORP 0.0%
Value ($000) $39 Shares 221 Est. Cost $98.18 Unrealized +47.6%
TMUS T-MOBILE US INC 0.0%
Value ($000) $39 Shares 287 Est. Cost $99.67 Unrealized +19.7%
XHB SPDR SER TR 0.0%
Value ($000) $39 Shares 684 Est. Cost $43.86 Unrealized
KBE SPDR SER TR 0.0%
Value ($000) $38 Shares 915 Est. Cost $31.69 Unrealized
APPN APPIAN CORP 0.0%
Value ($000) $38 Shares 236 Est. Cost $50.44 Unrealized +122.0%
SEIC SEI INVTS CO 0.0%
Value ($000) $38 Shares 663 Est. Cost $48.36 Unrealized +5.1%
INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $38 Shares 1,500 Est. Cost $24.00 Unrealized
FSLY FASTLY INC 0.0%
Value ($000) $38 Shares 430 Est. Cost $81.56 Unrealized +8.1%
AIG AMERICAN INTL GROUP INC 0.0%
Value ($000) $38 Shares 1,000 Est. Cost $24.38 Unrealized +28.1%
GLAXOSMITHKLINE PLC 0.0%
Value ($000) $37 Shares 1,000 Est. Cost $41.00 Unrealized
NSC NORFOLK SOUTHN CORP 0.0%
Value ($000) $37 Shares 155 Est. Cost $150.98 Unrealized +35.6%
ZM ZOOM VIDEO COMMUNICATIONS IN 0.0%
Value ($000) $37 Shares 110 Est. Cost $289.28 Unrealized +54.1%
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $36 Shares 953 Est. Cost $37.44 Unrealized
VCLT VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $36 Shares 328 Est. Cost $107.53 Unrealized
IDXX IDEXX LABS INC 0.0%
Value ($000) $36 Shares 72 Est. Cost $289.54 Unrealized +54.5%
FPX FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $35 Shares 300 Est. Cost $116.67 Unrealized
WCLD WISDOMTREE TR 0.0%
Value ($000) $35 Shares 650 Est. Cost $38.46 Unrealized
EFAV ISHARES TR 0.0%
Value ($000) $34 Shares 460 Est. Cost $65.22 Unrealized
PSK SPDR SER TR 0.0%
Value ($000) $34 Shares 765 Est. Cost $41.83 Unrealized
FTCS FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $34 Shares 500 Est. Cost $68.00 Unrealized
CME CME GROUP INC 0.0%
Value ($000) $34 Shares 185 Est. Cost $136.72 Unrealized +1.3%
CBOE CBOE GLOBAL MKTS INC 0.0%
Value ($000) $33 Shares 350 Est. Cost $83.74 Unrealized -2.3%
PKG PACKAGING CORP AMER 0.0%
Value ($000) $33 Shares 238 Est. Cost $80.20 Unrealized +34.4%
PERSHING SQUARE TONTINE HLDG 0.0%
Value ($000) $33 Shares 1,200 Est. Cost $24.48 Unrealized
SPMB SPDR SER TR 0.0%
Value ($000) $33 Shares 1,261 Est. Cost $26.96 Unrealized
STZ CONSTELLATION BRANDS INC 0.0%
Value ($000) $32 Shares 145 Est. Cost $151.89 Unrealized +19.0%
IDU ISHARES TR 0.0%
Value ($000) $32 Shares 414 Est. Cost $112.21 Unrealized
ESGD ISHARES TR 0.0%
Value ($000) $32 Shares 436 Est. Cost $64.22 Unrealized
AEP AMERICAN ELEC PWR CO INC 0.0%
Value ($000) $32 Shares 389 Est. Cost $66.63 Unrealized +8.1%
XSLV INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $31 Shares 762 Est. Cost $33.33 Unrealized
RSPU INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $31 Shares 313 Est. Cost $92.41 Unrealized
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $31 Shares 535 Est. Cost $52.95 Unrealized -6.8%
O REALTY INCOME CORP 0.0%
Value ($000) $31 Shares 500 Est. Cost $40.14 Unrealized +13.6%
XNTK SPDR SER TR 0.0%
Value ($000) $31 Shares 222 Est. Cost $99.10 Unrealized
OKE ONEOK INC NEW 0.0%
Value ($000) $31 Shares 800 Est. Cost $22.39 Unrealized +11.2%
CLX CLOROX CO DEL 0.0%
Value ($000) $30 Shares 150 Est. Cost $168.73 Unrealized +4.5%
VFH VANGUARD WORLD FDS 0.0%
Value ($000) $30 Shares 405 Est. Cost $74.07 Unrealized
MPLX MPLX LP 0.0%
Value ($000) $29 Shares 1,318 Est. Cost $17.13 Unrealized
AFL AFLAC INC 0.0%
Value ($000) $29 Shares 650 Est. Cost $31.58 Unrealized +15.0%
LULU LULULEMON ATHLETICA INC 0.0%
Value ($000) $29 Shares 84 Est. Cost $255.73 Unrealized +35.8%
MGC VANGUARD WORLD FD 0.0%
Value ($000) $28 Shares 210 Est. Cost $109.27 Unrealized
TJX TJX COS INC NEW 0.0%
Value ($000) $28 Shares 412 Est. Cost $46.63 Unrealized +21.1%
DLR DIGITAL RLTY TR INC 0.0%
Value ($000) $28 Shares 200 Est. Cost $116.37 Unrealized +2.6%
XYZ SQUARE INC 0.0%
Value ($000) $28 Shares 128 Est. Cost $148.77 Unrealized +31.1%
UNP UNION PAC CORP 0.0%
Value ($000) $28 Shares 135 Est. Cost $141.44 Unrealized +25.9%
NVS NOVARTIS AG 0.0%
Value ($000) $27 Shares 286 Est. Cost $87.41 Unrealized
EATON VANCE TX ADV GLBL DIV 0.0%
Value ($000) $27 Shares 1,500 Est. Cost $18.00 Unrealized
SUSB ISHARES TR 0.0%
Value ($000) $27 Shares 1,028 Est. Cost $26.26 Unrealized
CHWY CHEWY INC 0.0%
Value ($000) $27 Shares 300 Est. Cost $53.96 Unrealized +35.2%
AVGO BROADCOM INC 0.0%
Value ($000) $27 Shares 61 Est. Cost $27.63 Unrealized +26.0%
AOA ISHARES TR 0.0%
Value ($000) $27 Shares 425 Est. Cost $55.01 Unrealized
EMR EMERSON ELEC CO 0.0%
Value ($000) $27 Shares 342 Est. Cost $50.28 Unrealized +32.9%
ICF ISHARES TR 0.0%
Value ($000) $26 Shares 474 Est. Cost $62.24 Unrealized
SPYX SPDR SER TR 0.0%
Value ($000) $26 Shares 280 Est. Cost $82.09 Unrealized
CREDIT SUISSE AG NASSAU BRH 0.0%
Value ($000) $26 Shares 48 Est. Cost $354.17 Unrealized
SLYG SPDR SER TR 0.0%
Value ($000) $26 Shares 336 Est. Cost $56.55 Unrealized
IBMQ ISHARES TR 0.0%
Value ($000) $26 Shares 955 Est. Cost $27.23 Unrealized
ISHARES TR 0.0%
Value ($000) $26 Shares 950 Est. Cost $27.37 Unrealized
ISHARES TR 0.0%
Value ($000) $26 Shares 924 Est. Cost $28.14 Unrealized
IBMP ISHARES TR 0.0%
Value ($000) $26 Shares 962 Est. Cost $27.03 Unrealized
INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $26 Shares 1,208 Est. Cost $21.52 Unrealized
FREL FIDELITY COVINGTON TRUST 0.0%
Value ($000) $26 Shares 1,015 Est. Cost $23.70 Unrealized
IBMO ISHARES TR 0.0%
Value ($000) $26 Shares 965 Est. Cost $26.94 Unrealized
ISHARES TR 0.0%
Value ($000) $25 Shares 957 Est. Cost $26.12 Unrealized
ISHARES TR 0.0%
Value ($000) $25 Shares 970 Est. Cost $25.77 Unrealized
KHC KRAFT HEINZ CO 0.0%
Value ($000) $25 Shares 727 Est. Cost $23.42 Unrealized +9.1%
HSY HERSHEY CO 0.0%
Value ($000) $25 Shares 161 Est. Cost $117.69 Unrealized +11.3%
ISHARES TR 0.0%
Value ($000) $25 Shares 971 Est. Cost $25.75 Unrealized
OMC OMNICOM GROUP INC 0.0%
Value ($000) $25 Shares 400 Est. Cost $44.27 Unrealized +7.4%
ROST ROSS STORES INC 0.0%
Value ($000) $25 Shares 200 Est. Cost $85.67 Unrealized +15.7%
PICK ISHARES INC 0.0%
Value ($000) $25 Shares 669 Est. Cost $23.92 Unrealized
MNST MONSTER BEVERAGE CORP NEW 0.0%
Value ($000) $25 Shares 273 Est. Cost $32.65 Unrealized +28.7%
MAGELLAN MIDSTREAM PRTNRS LP 0.0%
Value ($000) $24 Shares 569 Est. Cost $42.24 Unrealized
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $24 Shares 198 Est. Cost $85.61 Unrealized +21.3%
NUVEEN NEW YORK AMT QLT MUNI 0.0%
Value ($000) $24 Shares 1,791 Est. Cost $12.99 Unrealized
IOO ISHARES TR 0.0%
Value ($000) $24 Shares 376 Est. Cost $53.19 Unrealized
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $24 Shares 279 Est. Cost $67.87 Unrealized +8.2%
NXPI NXP SEMICONDUCTORS N V 0.0%
Value ($000) $24 Shares 150 Est. Cost $90.88 Unrealized +48.3%
LUV SOUTHWEST AIRLS CO 0.0%
Value ($000) $24 Shares 524 Est. Cost $29.71 Unrealized +35.7%
NKE NIKE INC 0.0%
Value ($000) $23 Shares 161 Est. Cost $85.46 Unrealized +44.2%
SPHY SPDR SER TR 0.0%
Value ($000) $23 Shares 850 Est. Cost $24.71 Unrealized
ITOT ISHARES TR 0.0%
Value ($000) $23 Shares 262 Est. Cost $68.70 Unrealized
BLV VANGUARD BD INDEX FDS 0.0%
Value ($000) $23 Shares 206 Est. Cost $111.35 Unrealized
KMI KINDER MORGAN INC DEL 0.0%
Value ($000) $23 Shares 1,658 Est. Cost $10.84 Unrealized -8.3%
FXH FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $22 Shares 200 Est. Cost $110.00 Unrealized
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $22 Shares 82 Est. Cost $198.67 Unrealized +24.6%
ORI OLD REP INTL CORP 0.0%
Value ($000) $22 Shares 1,100 Est. Cost $9.80 Unrealized +14.1%
VTRS VIATRIS INC 0.0%
Value ($000) $22 Shares 1,169 Est. Cost $13.33 Unrealized 0.0%
CCI CROWN CASTLE INTL CORP NEW 0.0%
Value ($000) $21 Shares 131 Est. Cost $125.06 Unrealized +2.2%
PRK PARK NATL CORP 0.0%
Value ($000) $21 Shares 200 Est. Cost $73.17 Unrealized +34.2%
NTR NUTRIEN LTD 0.0%
Value ($000) $21 Shares 446 Est. Cost $28.93 Unrealized +30.2%
IGM ISHARES TR 0.0%
Value ($000) $21 Shares 60 Est. Cost $283.33 Unrealized
COF CAPITAL ONE FINL CORP 0.0%
Value ($000) $21 Shares 217 Est. Cost $76.05 Unrealized +2.2%
CAT CATERPILLAR INC 0.0%
Value ($000) $21 Shares 114 Est. Cost $106.19 Unrealized +45.0%
GABELLI DIVID & INCOME TR 0.0%
Value ($000) $21 Shares 1,000 Est. Cost $21.00 Unrealized
IFLN INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $21 Shares 1,065 Est. Cost $17.84 Unrealized
PEY INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $20 Shares 1,174 Est. Cost $14.48 Unrealized
JKHY HENRY JACK & ASSOC INC 0.0%
Value ($000) $20 Shares 123 Est. Cost $162.75 Unrealized -8.4%
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $20 Shares 25 Est. Cost $179.26 Unrealized +38.5%
HILL ROM HLDGS INC 0.0%
Value ($000) $20 Shares 203 Est. Cost $107.45 Unrealized
TLT ISHARES TR 0.0%
Value ($000) $20 Shares 127 Est. Cost $165.35 Unrealized
DHS WISDOMTREE TR 0.0%
Value ($000) $20 Shares 295 Est. Cost $60.87 Unrealized
ACGL ARCH CAP GROUP LTD 0.0%
Value ($000) $20 Shares 550 Est. Cost $31.21 Unrealized 0.0%
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $19 Shares 959 Est. Cost $18.55 Unrealized
BLACKROCK CR ALLOCATION INCO 0.0%
Value ($000) $19 Shares 1,266 Est. Cost $13.43 Unrealized
XLY SELECT SECTOR SPDR TR 0.0%
Value ($000) $19 Shares 120 Est. Cost $129.63 Unrealized
WMT WALMART INC 0.0%
Value ($000) $18 Shares 125 Est. Cost $38.41 Unrealized +17.8%
PGR PROGRESSIVE CORP 0.0%
Value ($000) $18 Shares 180 Est. Cost $66.35 Unrealized +21.5%
ACWI ISHARES TR 0.0%
Value ($000) $18 Shares 200 Est. Cost $80.00 Unrealized
DISCOVERY INC 0.0%
Value ($000) $18 Shares 600 Est. Cost $21.67 Unrealized
FXI ISHARES TR 0.0%
Value ($000) $18 Shares 389 Est. Cost $38.56 Unrealized
SEAGEN INC 0.0%
Value ($000) $18 Shares 100 Est. Cost $180.00 Unrealized
FVD FIRST TR VALUE LINE DIVID IN 0.0%
Value ($000) $18 Shares 500 Est. Cost $30.29 Unrealized
CSX CSX CORP 0.0%
Value ($000) $18 Shares 200 Est. Cost $20.51 Unrealized +30.7%
PGX INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $17 Shares 1,108 Est. Cost $14.44 Unrealized
HPE HEWLETT PACKARD ENTERPRISE C 0.0%
Value ($000) $17 Shares 1,395 Est. Cost $8.25 Unrealized +8.9%
RDIV INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $17 Shares 496 Est. Cost $34.27 Unrealized
FND FLOOR & DECOR HLDGS INC 0.0%
Value ($000) $17 Shares 183 Est. Cost $68.03 Unrealized +22.6%
BF/B BROWN FORMAN CORP 0.0%
Value ($000) $17 Shares 210 Est. Cost $57.53 Unrealized +21.6%
LYFT LYFT INC 0.0%
Value ($000) $17 Shares 343 Est. Cost $31.62 Unrealized +15.1%
IWR ISHARES TR 0.0%
Value ($000) $17 Shares 248 Est. Cost $52.42 Unrealized
CB CHUBB LIMITED 0.0%
Value ($000) $17 Shares 113 Est. Cost $106.19 Unrealized +22.5%
PLUG PLUG POWER INC 0.0%
Value ($000) $17 Shares 506 Est. Cost $22.64 Unrealized 0.0%
BIP BROOKFIELD INFRAST PARTNERS 0.0%
Value ($000) $16 Shares 327 Est. Cost $39.76 Unrealized
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $16 Shares 236 Est. Cost $47.48 Unrealized +26.5%
CHKP CHECK POINT SOFTWARE TECH LT 0.0%
Value ($000) $16 Shares 120 Est. Cost $105.95 Unrealized +15.3%
VDE VANGUARD WORLD FDS 0.0%
Value ($000) $16 Shares 307 Est. Cost $48.86 Unrealized
RCL ROYAL CARIBBEAN GROUP 0.0%
Value ($000) $16 Shares 212 Est. Cost $50.14 Unrealized +36.6%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $16 Shares 45 Est. Cost $323.62 Unrealized -1.4%
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $16 Shares 83 Est. Cost $167.75 Unrealized -1.7%
ACAD ACADIA PHARMACEUTICALS INC 0.0%
Value ($000) $16 Shares 300 Est. Cost $49.64 Unrealized 0.0%
NBTB NBT BANCORP INC 0.0%
Value ($000) $16 Shares 490 Est. Cost $31.14 Unrealized -3.9%
MKC MCCORMICK & CO INC 0.0%
Value ($000) $15 Shares 152 Est. Cost $79.15 Unrealized +7.2%
NYT NEW YORK TIMES CO 0.0%
Value ($000) $15 Shares 284 Est. Cost $34.45 Unrealized +22.6%
ROYAL DUTCH SHELL PLC 0.0%
Value ($000) $15 Shares 445 Est. Cost $25.68 Unrealized
SGMO SANGAMO THERAPEUTICS INC 0.0%
Value ($000) $15 Shares 965 Est. Cost $9.43 Unrealized +24.2%
SMLV SPDR SER TR 0.0%
Value ($000) $15 Shares 160 Est. Cost $75.00 Unrealized
PTON PELOTON INTERACTIVE INC 0.0%
Value ($000) $15 Shares 101 Est. Cost $41.39 Unrealized +194.3%
WM WASTE MGMT INC DEL 0.0%
Value ($000) $15 Shares 125 Est. Cost $93.62 Unrealized +14.8%
DE DEERE & CO 0.0%
Value ($000) $15 Shares 57 Est. Cost $134.23 Unrealized +72.9%
ECL ECOLAB INC 0.0%
Value ($000) $15 Shares 69 Est. Cost $182.16 Unrealized +8.4%
FNDX SCHWAB STRATEGIC TR 0.0%
Value ($000) $15 Shares 323 Est. Cost $37.15 Unrealized
PROSHARES TR 0.0%
Value ($000) $15 Shares 2,550 Est. Cost $5.88 Unrealized
ADI ANALOG DEVICES INC 0.0%
Value ($000) $15 Shares 99 Est. Cost $99.37 Unrealized +22.0%
INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $14 Shares 645 Est. Cost $21.62 Unrealized
SIRIUS XM HOLDINGS INC 0.0%
Value ($000) $14 Shares 2,144 Est. Cost $6.06 Unrealized
VFC V F CORP 0.0%
Value ($000) $14 Shares 164 Est. Cost $58.24 Unrealized +37.2%
USB US BANCORP DEL 0.0%
Value ($000) $14 Shares 295 Est. Cost $27.85 Unrealized +21.6%
SLACK TECHNOLOGIES INC 0.0%
Value ($000) $14 Shares 327 Est. Cost $28.25 Unrealized
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $14 Shares 200 Est. Cost $62.63 Unrealized +3.2%
PPG PPG INDS INC 0.0%
Value ($000) $14 Shares 100 Est. Cost $86.36 Unrealized +45.9%
BLACKROCK INCOME TR INC 0.0%
Value ($000) $14 Shares 2,300 Est. Cost $6.09 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $14 Shares 195 Est. Cost $53.97 Unrealized -11.1%
SHV ISHARES TR 0.0%
Value ($000) $13 Shares 118 Est. Cost $110.24 Unrealized
ENB ENBRIDGE INC 0.0%
Value ($000) $13 Shares 403 Est. Cost $21.09 Unrealized +2.9%
TFC TRUIST FINL CORP 0.0%
Value ($000) $13 Shares 272 Est. Cost $34.67 Unrealized +2.9%
BLACKROCK MUNIYIELD N Y QUAL 0.0%
Value ($000) $13 Shares 1,000 Est. Cost $12.57 Unrealized
BLACKROCK INC 0.0%
Value ($000) $13 Shares 18 Est. Cost $526.32 Unrealized
ADSK AUTODESK INC 0.0%
Value ($000) $13 Shares 44 Est. Cost $196.57 Unrealized +34.1%
MRNA MODERNA INC 0.0%
Value ($000) $13 Shares 123 Est. Cost $101.17 Unrealized 0.0%
MET METLIFE INC 0.0%
Value ($000) $13 Shares 283 Est. Cost $37.01 Unrealized 0.0%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $13 Shares 140 Est. Cost $85.82 Unrealized +0.6%
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value ($000) $13 Shares 1,000 Est. Cost $6.82 Unrealized +32.2%
FIS FIDELITY NATL INFORMATION SV 0.0%
Value ($000) $13 Shares 94 Est. Cost $116.75 Unrealized +9.2%
AMP AMERIPRISE FINL INC 0.0%
Value ($000) $12 Shares 61 Est. Cost $116.82 Unrealized +41.6%
ABNB AIRBNB INC 0.0%
Value ($000) $12 Shares 80 Est. Cost $147.63 Unrealized 0.0%
ETF MANAGERS TR 0.0%
Value ($000) $12 Shares 450 Est. Cost $25.93 Unrealized
SHYG ISHARES TR 0.0%
Value ($000) $12 Shares 262 Est. Cost $41.98 Unrealized
SPTL SPDR SER TR 0.0%
Value ($000) $12 Shares 260 Est. Cost $46.15 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.0%
Value ($000) $12 Shares 109 Est. Cost $55.05 Unrealized
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $11 Shares 139 Est. Cost $44.25 Unrealized +27.3%
BLNK BLINK CHARGING CO 0.0%
Value ($000) $11 Shares 250 Est. Cost $19.77 Unrealized 0.0%
CSWC CAPITAL SOUTHWEST CORP 0.0%
Value ($000) $11 Shares 598 Est. Cost $8.70 Unrealized 0.0%
NEXTERA ENERGY INC 0.0%
Value ($000) $11 Shares 210 Est. Cost $52.38 Unrealized
D DOMINION ENERGY INC 0.0%
Value ($000) $11 Shares 149 Est. Cost $62.65 Unrealized +1.2%
BILL BILL COM HLDGS INC 0.0%
Value ($000) $11 Shares 83 Est. Cost $83.95 Unrealized +40.5%
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $11 Shares 35 Est. Cost $298.50 Unrealized -5.9%
BIIB BIOGEN INC 0.0%
Value ($000) $11 Shares 45 Est. Cost $300.59 Unrealized -13.8%
BANX STONECASTLE FINL CORP 0.0%
Value ($000) $11 Shares 565 Est. Cost $11.46 Unrealized 0.0%
GWW GRAINGER W W INC 0.0%
Value ($000) $11 Shares 26 Est. Cost $270.64 Unrealized +37.2%
HUM HUMANA INC 0.0%
Value ($000) $11 Shares 28 Est. Cost $355.71 Unrealized +11.5%
COLD AMERICOLD RLTY TR 0.0%
Value ($000) $10 Shares 275 Est. Cost $36.36 Unrealized
ATR APTARGROUP INC 0.0%
Value ($000) $10 Shares 73 Est. Cost $98.88 Unrealized +17.4%
TE CONNECTIVITY LTD 0.0%
Value ($000) $10 Shares 81 Est. Cost $77.78 Unrealized
PEG PUBLIC SVC ENTERPRISE GRP IN 0.0%
Value ($000) $10 Shares 177 Est. Cost $41.12 Unrealized +19.0%
XEL XCEL ENERGY INC 0.0%
Value ($000) $10 Shares 154 Est. Cost $59.11 Unrealized 0.0%
DK DELEK US HLDGS INC NEW 0.0%
Value ($000) $10 Shares 600 Est. Cost $15.92 Unrealized -29.0%
ESE ESCO TECHNOLOGIES INC 0.0%
Value ($000) $10 Shares 100 Est. Cost $77.56 Unrealized +19.5%
COUPA SOFTWARE INC 0.0%
Value ($000) $10 Shares 30 Est. Cost $286.11 Unrealized
JETS ETF SER SOLUTIONS 0.0%
Value ($000) $10 Shares 460 Est. Cost $19.90 Unrealized
NGG NATIONAL GRID PLC 0.0%
Value ($000) $10 Shares 166 Est. Cost $60.24 Unrealized
NEM NEWMONT CORP 0.0%
Value ($000) $9 Shares 156 Est. Cost $49.87 Unrealized +5.0%
IBDT ISHARES TR 0.0%
Value ($000) $9 Shares 315 Est. Cost $28.55 Unrealized
ALTERYX INC 0.0%
Value ($000) $9 Shares 78 Est. Cost $133.12 Unrealized
GSLC GOLDMAN SACHS ETF TR 0.0%
Value ($000) $9 Shares 114 Est. Cost $78.95 Unrealized
TT TRANE TECHNOLOGIES PLC 0.0%
Value ($000) $9 Shares 61 Est. Cost $80.66 Unrealized +60.3%
PII POLARIS INC 0.0%
Value ($000) $9 Shares 90 Est. Cost $76.21 Unrealized +25.6%
FNDF SCHWAB STRATEGIC TR 0.0%
Value ($000) $9 Shares 321 Est. Cost $24.92 Unrealized
LINDE PLC 0.0%
Value ($000) $9 Shares 35 Est. Cost $200.00 Unrealized
EMN EASTMAN CHEM CO 0.0%
Value ($000) $9 Shares 92 Est. Cost $51.71 Unrealized +49.8%
BUD ANHEUSER BUSCH INBEV SA/NV 0.0%
Value ($000) $9 Shares 128 Est. Cost $46.88 Unrealized
ES EVERSOURCE ENERGY 0.0%
Value ($000) $9 Shares 108 Est. Cost $67.21 Unrealized +8.8%
CBSH COMMERCE BANCSHARES INC 0.0%
Value ($000) $9 Shares 137 Est. Cost $42.06 Unrealized +10.6%
DVA DAVITA INC 0.0%
Value ($000) $9 Shares 80 Est. Cost $78.08 Unrealized +30.5%
SMARTSHEET INC 0.0%
Value ($000) $8 Shares 111 Est. Cost $53.02 Unrealized
FNDA SCHWAB STRATEGIC TR 0.0%
Value ($000) $8 Shares 179 Est. Cost $33.52 Unrealized
AXON AXON ENTERPRISE INC 0.0%
Value ($000) $8 Shares 64 Est. Cost $83.64 Unrealized +37.1%
SHAK SHAKE SHACK INC 0.0%
Value ($000) $8 Shares 100 Est. Cost $50.57 Unrealized +53.5%
WAB WABTEC 0.0%
Value ($000) $8 Shares 115 Est. Cost $56.32 Unrealized +17.9%
ROYAL DUTCH SHELL PLC 0.0%
Value ($000) $8 Shares 237 Est. Cost $32.72 Unrealized
WDAY WORKDAY INC 0.0%
Value ($000) $8 Shares 35 Est. Cost $188.67 Unrealized +19.1%
C CITIGROUP INC 0.0%
Value ($000) $8 Shares 129 Est. Cost $38.97 Unrealized +8.7%
DOCU DOCUSIGN INC 0.0%
Value ($000) $8 Shares 35 Est. Cost $196.45 Unrealized +14.3%
SPOT SPOTIFY TECHNOLOGY S A 0.0%
Value ($000) $8 Shares 25 Est. Cost $171.44 Unrealized +64.6%
MCHP MICROCHIP TECHNOLOGY INC. 0.0%
Value ($000) $8 Shares 60 Est. Cost $40.35 Unrealized +39.3%
LONGVIEW ACQUISITION CORP 0.0%
Value ($000) $8 Shares 400 Est. Cost $20.00 Unrealized
INVESCO TR INVT GRADE MUNS 0.0%
Value ($000) $8 Shares 620 Est. Cost $12.90 Unrealized
FIVE PRIME THERAPEUTICS INC 0.0%
Value ($000) $8 Shares 457 Est. Cost $8.48 Unrealized
LAM RESEARCH CORP 0.0%
Value ($000) $8 Shares 17 Est. Cost $315.79 Unrealized
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $7 Shares 275 Est. Cost $8.58 Unrealized +126.8%
FDX FEDEX CORP 0.0%
Value ($000) $7 Shares 28 Est. Cost $137.47 Unrealized +82.7%
YOLO ADVISORSHARES TR 0.0%
Value ($000) $7 Shares 437 Est. Cost $9.15 Unrealized
IYR ISHARES TR 0.0%
Value ($000) $7 Shares 80 Est. Cost $75.00 Unrealized
SEAGATE TECHNOLOGY PLC 0.0%
Value ($000) $7 Shares 116 Est. Cost $51.72 Unrealized
ZTS ZOETIS INC 0.0%
Value ($000) $7 Shares 43 Est. Cost $124.46 Unrealized +24.9%
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value ($000) $7 Shares 44 Est. Cost $110.02 Unrealized +23.0%
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $7 Shares 30 Est. Cost $271.12 Unrealized -15.4%
NEW IRELAND FD INC 0.0%
Value ($000) $7 Shares 683 Est. Cost $7.62 Unrealized
NJR NEW JERSEY RES CORP 0.0%
Value ($000) $6 Shares 164 Est. Cost $26.81 Unrealized +0.4%
NIO NIO INC 0.0%
Value ($000) $6 Shares 124 Est. Cost $48.39 Unrealized
ALL ALLSTATE CORP 0.0%
Value ($000) $6 Shares 52 Est. Cost $85.63 Unrealized +1.2%
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $6 Shares 69 Est. Cost $75.08 Unrealized +9.3%
HYLB DBX ETF TR 0.0%
Value ($000) $6 Shares 124 Est. Cost $48.39 Unrealized
SAP SAP SE 0.0%
Value ($000) $6 Shares 45 Est. Cost $133.33 Unrealized
CSGP COSTAR GROUP INC 0.0%
Value ($000) $6 Shares 7 Est. Cost $64.65 Unrealized +35.6%
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $6 Shares 45 Est. Cost $93.55 Unrealized +23.6%
IYJ ISHARES TR 0.0%
Value ($000) $6 Shares 64 Est. Cost $125.00 Unrealized
SJM SMUCKER J M CO 0.0%
Value ($000) $6 Shares 52 Est. Cost $93.45 Unrealized +5.1%
YUM YUM BRANDS INC 0.0%
Value ($000) $6 Shares 51 Est. Cost $76.84 Unrealized +20.7%
ET ENERGY TRANSFER LP 0.0%
Value ($000) $6 Shares 957 Est. Cost $6.65 Unrealized
ETF SER SOLUTIONS 0.0%
Value ($000) $6 Shares 200 Est. Cost $30.00 Unrealized
ANAPLAN INC 0.0%
Value ($000) $6 Shares 77 Est. Cost $57.03 Unrealized
RELX RELX PLC 0.0%
Value ($000) $5 Shares 210 Est. Cost $23.81 Unrealized
MBB ISHARES TR 0.0%
Value ($000) $5 Shares 44 Est. Cost $113.64 Unrealized
MARVELL TECHNOLOGY GROUP LTD 0.0%
Value ($000) $5 Shares 100 Est. Cost $50.00 Unrealized
CYBERARK SOFTWARE LTD 0.0%
Value ($000) $5 Shares 33 Est. Cost $106.52 Unrealized
UNITED STATES STL CORP NEW 0.0%
Value ($000) $5 Shares 272 Est. Cost $7.35 Unrealized
URI UNITED RENTALS INC 0.0%
Value ($000) $5 Shares 22 Est. Cost $122.87 Unrealized +66.5%
UAL UNITED AIRLS HLDGS INC 0.0%
Value ($000) $5 Shares 118 Est. Cost $32.84 Unrealized +23.2%
SYNOVUS FINL CORP 0.0%
Value ($000) $5 Shares 142 Est. Cost $21.13 Unrealized
EXAS EXACT SCIENCES CORP 0.0%
Value ($000) $5 Shares 35 Est. Cost $79.90 Unrealized +51.4%
FNDE SCHWAB STRATEGIC TR 0.0%
Value ($000) $5 Shares 162 Est. Cost $24.69 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.0%
Value ($000) $5 Shares 62 Est. Cost $49.31 Unrealized +42.6%
MOS MOSAIC CO NEW 0.0%
Value ($000) $5 Shares 215 Est. Cost $18.10 Unrealized 0.0%
RITM NEW RESIDENTIAL INVT CORP 0.0%
Value ($000) $5 Shares 497 Est. Cost $8.05 Unrealized
IRM IRON MTN INC NEW 0.0%
Value ($000) $5 Shares 185 Est. Cost $22.13 Unrealized 0.0%
L LOEWS CORP 0.0%
Value ($000) $5 Shares 108 Est. Cost $32.94 Unrealized +19.6%
LSF LAIRD SUPERFOOD INC 0.0%
Value ($000) $5 Shares 100 Est. Cost $50.00 Unrealized
GIB CGI INC 0.0%
Value ($000) $5 Shares 67 Est. Cost $61.97 Unrealized +14.3%
GIS GENERAL MLS INC 0.0%
Value ($000) $5 Shares 93 Est. Cost $49.89 Unrealized +1.9%
KAYNE ANDERSON ENERGY INFRST 0.0%
Value ($000) $5 Shares 800 Est. Cost $5.00 Unrealized
KEYS KEYSIGHT TECHNOLOGIES INC 0.0%
Value ($000) $4 Shares 30 Est. Cost $98.16 Unrealized +17.3%
INVITAE CORP 0.0%
Value ($000) $4 Shares 100 Est. Cost $30.00 Unrealized
BRO BROWN & BROWN INC 0.0%
Value ($000) $4 Shares 88 Est. Cost $37.12 Unrealized +19.8%
FSLR FIRST SOLAR INC 0.0%
Value ($000) $4 Shares 36 Est. Cost $86.71 Unrealized 0.0%
AMLP ALPS ETF TR 0.0%
Value ($000) $4 Shares 157 Est. Cost $25.48 Unrealized
LVS LAS VEGAS SANDS CORP 0.0%
Value ($000) $4 Shares 64 Est. Cost $44.86 Unrealized +13.5%
CANOPY GROWTH CORP 0.0%
Value ($000) $4 Shares 175 Est. Cost $18.78 Unrealized
IVOO VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $4 Shares 28 Est. Cost $142.86 Unrealized
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $4 Shares 100 Est. Cost $26.97 Unrealized +31.2%
CE CELANESE CORP DEL 0.0%
Value ($000) $4 Shares 28 Est. Cost $75.33 Unrealized +51.0%
TD TORONTO DOMINION BK ONT 0.0%
Value ($000) $4 Shares 64 Est. Cost $43.58 Unrealized +16.3%
BCE BCE INC 0.0%
Value ($000) $4 Shares 100 Est. Cost $28.09 Unrealized +7.0%
FNDC SCHWAB STRATEGIC TR 0.0%
Value ($000) $4 Shares 117 Est. Cost $25.64 Unrealized
CCL CARNIVAL CORP 0.0%
Value ($000) $4 Shares 183 Est. Cost $15.75 Unrealized +12.9%
DXC DXC TECHNOLOGY CO 0.0%
Value ($000) $4 Shares 153 Est. Cost $16.08 Unrealized +32.7%
DHR DANAHER CORPORATION 0.0%
Value ($000) $4 Shares 17 Est. Cost $140.03 Unrealized +40.0%
SUN SUNOCO LP/SUNOCO FIN CORP 0.0%
Value ($000) $4 Shares 154 Est. Cost $25.97 Unrealized
MDU MDU RES GROUP INC 0.0%
Value ($000) $4 Shares 168 Est. Cost $7.03 Unrealized +14.5%
MFC MANULIFE FINL CORP 0.0%
Value ($000) $4 Shares 246 Est. Cost $12.59 Unrealized +26.8%
DBE INVESCO DB MULTI-SECTOR COMM 0.0%
Value ($000) $3 Shares 257 Est. Cost $7.78 Unrealized
DBO INVESCO DB MULTI-SECTOR COMM 0.0%
Value ($000) $3 Shares 372 Est. Cost $8.06 Unrealized
CDK GLOBAL INC 0.0%
Value ($000) $3 Shares 59 Est. Cost $33.90 Unrealized
GOLD TRUST 0.0%
Value ($000) $3 Shares 191 Est. Cost $15.71 Unrealized
GFL GFL ENVIRONMENTAL INC 0.0%
Value ($000) $3 Shares 100 Est. Cost $19.97 Unrealized +21.8%
IONS IONIS PHARMACEUTICALS INC 0.0%
Value ($000) $3 Shares 58 Est. Cost $55.63 Unrealized -10.4%
VNQI VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $3 Shares 58 Est. Cost $51.72 Unrealized
ELV ANTHEM INC 0.0%
Value ($000) $3 Shares 9 Est. Cost $247.08 Unrealized +15.8%
NUE NUCOR CORP 0.0%
Value ($000) $3 Shares 61 Est. Cost $36.42 Unrealized +30.2%
CITRIX SYS INC 0.0%
Value ($000) $3 Shares 23 Est. Cost $130.43 Unrealized
GRMN GARMIN LTD 0.0%
Value ($000) $3 Shares 25 Est. Cost $79.24 Unrealized +24.9%
FLEX FLEX LTD 0.0%
Value ($000) $3 Shares 148 Est. Cost $7.21 Unrealized +60.4%
GOVT ISHARES TR 0.0%
Value ($000) $3 Shares 122 Est. Cost $28.29 Unrealized
DTE DTE ENERGY CO 0.0%
Value ($000) $3 Shares 22 Est. Cost $73.19 Unrealized +21.2%
BROOKFIELD RENEWABLE CORP 0.0%
Value ($000) $3 Shares 60 Est. Cost $50.00 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.0%
Value ($000) $3 Shares 8 Est. Cost $375.00 Unrealized
BROOKFIELD INFRASTRUCTURE CO 0.0%
Value ($000) $3 Shares 36 Est. Cost $55.56 Unrealized
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $3 Shares 4 Est. Cost $171.57 Unrealized +32.1%
ACH OWENS & MINOR INC NEW 0.0%
Value ($000) $3 Shares 122 Est. Cost $7.55 Unrealized +240.6%
YUMC YUM CHINA HLDGS INC 0.0%
Value ($000) $3 Shares 49 Est. Cost $47.16 Unrealized +19.1%
SOUTH JERSEY INDS INC 0.0%
Value ($000) $3 Shares 132 Est. Cost $22.73 Unrealized
NVAX NOVAVAX INC 0.0%
Value ($000) $3 Shares 30 Est. Cost $106.29 Unrealized 0.0%
TOTAL SE 0.0%
Value ($000) $3 Shares 69 Est. Cost $36.59 Unrealized
CMI CUMMINS INC 0.0%
Value ($000) $2 Shares 8 Est. Cost $139.25 Unrealized +42.4%
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $2 Shares 97 Est. Cost $14.81 Unrealized -12.8%
U S SILICA HLDGS INC 0.0%
Value ($000) $2 Shares 300 Est. Cost $3.33 Unrealized
ETF MANAGERS TR 0.0%
Value ($000) $2 Shares 131 Est. Cost $10.55 Unrealized
TM TOYOTA MOTOR CORP 0.0%
Value ($000) $2 Shares 15 Est. Cost $133.33 Unrealized
IXN ISHARES TR 0.0%
Value ($000) $2 Shares 6 Est. Cost $166.67 Unrealized
PINS PINTEREST INC 0.0%
Value ($000) $2 Shares 27 Est. Cost $59.99 Unrealized 0.0%
DISCOVER FINL SVCS 0.0%
Value ($000) $2 Shares 19 Est. Cost $52.63 Unrealized
SU SUNCOR ENERGY INC NEW 0.0%
Value ($000) $2 Shares 113 Est. Cost $13.72 Unrealized -12.4%
BLCN SIREN ETF TR 0.0%
Value ($000) $2 Shares 50 Est. Cost $40.00 Unrealized
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $2 Shares 62 Est. Cost $36.01 Unrealized +0.1%
SAN BANCO SANTANDER S.A. 0.0%
Value ($000) $2 Shares 500 Est. Cost $4.00 Unrealized
CALUMET SPECIALTY PRODS PTNR 0.0%
Value ($000) $2 Shares 500 Est. Cost $2.00 Unrealized
SPYV SPDR SER TR 0.0%
Value ($000) $2 Shares 60 Est. Cost $33.33 Unrealized
NUVEEN PFD & INCM SECURTIES 0.0%
Value ($000) $2 Shares 200 Est. Cost $10.00 Unrealized
MGM MGM RESORTS INTERNATIONAL 0.0%
Value ($000) $2 Shares 75 Est. Cost $16.13 Unrealized +59.5%
MAR MARRIOTT INTL INC NEW 0.0%
Value ($000) $2 Shares 15 Est. Cost $83.76 Unrealized +31.5%
MD MEDNAX INC 0.0%
Value ($000) $2 Shares 75 Est. Cost $14.83 Unrealized +26.6%
NFG NATIONAL FUEL GAS CO N J 0.0%
Value ($000) $2 Shares 59 Est. Cost $40.82 Unrealized +1.9%
M MACYS INC 0.0%
Value ($000) $2 Shares 150 Est. Cost $8.56 Unrealized 0.0%
MAC MACERICH CO 0.0%
Value ($000) $2 Shares 200 Est. Cost $10.00 Unrealized
HAIN HAIN CELESTIAL GROUP INC 0.0%
Value ($000) $2 Shares 52 Est. Cost $28.92 Unrealized +25.8%
LOVE LOVESAC COMPANY 0.0%
Value ($000) $2 Shares 50 Est. Cost $32.98 Unrealized 0.0%
IR INGERSOLL RAND INC 0.0%
Value ($000) $2 Shares 53 Est. Cost $28.11 Unrealized +46.5%
ABEV AMBEV SA 0.0%
Value ($000) $2 Shares 500 Est. Cost $2.00 Unrealized
KNSL KINSALE CAP GROUP INC 0.0%
Value ($000) $2 Shares 10 Est. Cost $131.80 Unrealized +64.8%
INTERPUBLIC GROUP COS INC 0.0%
Value ($000) $2 Shares 86 Est. Cost $17.29 Unrealized 0.0%
IBN ICICI BANK LIMITED 0.0%
Value ($000) $2 Shares 155 Est. Cost $12.90 Unrealized
INTERPRIVATE ACQUISITION COR 0.0%
Value ($000) $2 Shares 125 Est. Cost $16.00 Unrealized
CALY CALLAWAY GOLF CO 0.0%
Value ($000) $1 Shares 26 Est. Cost $13.89 Unrealized +46.9%
LOB LIVE OAK BANCSHARES INC 0.0%
Value ($000) $1 Shares 20 Est. Cost $40.08 Unrealized 0.0%
KEY KEYCORP 0.0%
Value ($000) $1 Shares 73 Est. Cost $8.86 Unrealized +28.5%
ALTG ALTA EQUIPMENT GROUP INC 0.0%
Value ($000) $1 Shares 100 Est. Cost $5.75 Unrealized +39.7%
PCY INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $1 Shares 20 Est. Cost $50.00 Unrealized
KTB KONTOOR BRANDS INC 0.0%
Value ($000) $1 Shares 22 Est. Cost $17.82 Unrealized +106.8%
GM GENERAL MTRS CO 0.0%
Value ($000) $1 Shares 34 Est. Cost $23.47 Unrealized +59.8%
JBLU JETBLUE AWYS CORP 0.0%
Value ($000) $1 Shares 38 Est. Cost $9.85 Unrealized +39.3%
REZI RESIDEO TECHNOLOGIES INC 0.0%
Value ($000) $1 Shares 49 Est. Cost $8.07 Unrealized +98.3%
ANNALY CAPITAL MANAGEMENT IN 0.0%
Value ($000) $1 Shares 142 Est. Cost $6.51 Unrealized
PERSPECTA INC 0.0%
Value ($000) $1 Shares 58 Est. Cost $17.84 Unrealized
NCLH NORWEGIAN CRUISE LINE HLDG L 0.0%
Value ($000) $1 Shares 22 Est. Cost $14.65 Unrealized +42.4%
ACWV ISHARES INC 0.0%
Value ($000) $1 Shares 7 Est. Cost $142.86 Unrealized
EVERBRIDGE INC 0.0%
Value ($000) $1 Shares 10 Est. Cost $100.00 Unrealized
VOD VODAFONE GROUP PLC NEW 0.0%
Value ($000) $1 Shares 61 Est. Cost $16.39 Unrealized
TRUSTCO BK CORP N Y 0.0%
Value ($000) $1 Shares 111 Est. Cost $9.01 Unrealized
MTUM ISHARES TR 0.0%
Value ($000) $1 Shares 5 Est. Cost $200.00 Unrealized
AVNS AVANOS MED INC 0.0%
Value ($000) $1 Shares 15 Est. Cost $28.95 Unrealized +43.8%
CONFORMIS INC 0.0%
Value ($000) $1 Shares 2,093 Est. Cost $0.96 Unrealized
RWR SPDR SER TR 0.0%
Value ($000) $1 Shares 16 Est. Cost $62.50 Unrealized
DELL DELL TECHNOLOGIES INC 0.0%
Value ($000) $1 Shares 19 Est. Cost $31.93 Unrealized 0.0%
RRR RED ROCK RESORTS INC 0.0%
Value ($000) $1 Shares 30 Est. Cost $21.29 Unrealized 0.0%
RITE AID CORP 0.0%
Value ($000) $1 Shares 80 Est. Cost $13.28 Unrealized
WOR WORTHINGTON INDS INC 0.0%
Value ($000) $1 Shares 14 Est. Cost $17.84 Unrealized +74.5%
SHY ISHARES TR 0.0%
Value ($000) $1 Shares 17 Est. Cost $58.82 Unrealized
TREX TREX CO INC 0.0%
Value ($000) $1 Shares 10 Est. Cost $76.52 Unrealized 0.0%
BUNGE LIMITED 0.0%
Value ($000) $1 Shares 20 Est. Cost $50.00 Unrealized
MPC MARATHON PETE CORP 0.0%
Value ($000) $1 Shares 24 Est. Cost $27.17 Unrealized +15.2%
SHOO MADDEN STEVEN LTD 0.0%
Value ($000) $1 Shares 30 Est. Cost $25.49 Unrealized 0.0%
MPT MEDICAL PPTYS TRUST INC 0.0%
Value ($000) $1 Shares 54 Est. Cost $19.21 Unrealized
MONEYGRAM INTL INC 0.0%
Value ($000) $0 Shares 3 Est. Cost Unrealized
MICRO FOCUS INTL PLC 0.0%
Value ($000) $0 Shares 6 Est. Cost Unrealized
BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $0 Shares 19 Est. Cost Unrealized
BHF BRIGHTHOUSE FINL INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $27.57 Unrealized +21.8%
BCS BARCLAYS PLC 0.0%
Value ($000) $0 Shares 32 Est. Cost Unrealized
BTI BRITISH AMERN TOB PLC 0.0%
Value ($000) $0 Shares 8 Est. Cost Unrealized
NOK NOKIA CORP 0.0%
Value ($000) $0 Shares 10 Est. Cost Unrealized
PRSU VIAD CORP 0.0%
Value ($000) $0 Shares 7 Est. Cost $20.23 Unrealized +34.7%
SFL SFL CORPORATION LTD 0.0%
Value ($000) $0 Shares 71 Est. Cost $10.00 Unrealized -30.8%
RIG TRANSOCEAN LTD 0.0%
Value ($000) $0 Shares 174 Est. Cost $1.55 Unrealized -5.4%
EKSO BIONICS HLDGS INC 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
ALKS ALKERMES PLC 0.0%
Value ($000) $0 Shares 5 Est. Cost $16.23 Unrealized +12.6%
CRON CRONOS GROUP INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $6.11 Unrealized +12.6%
PROVIDENT BANCORP INC 0.0%
Value ($000) $0 Shares 20 Est. Cost Unrealized
OXY/WS OCCIDENTAL PETE CORP 0.0%
Value ($000) $0 Shares 14 Est. Cost Unrealized
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $31.17 Unrealized +43.8%
INVACARE CORP 0.0%
Value ($000) $0 Shares 7 Est. Cost Unrealized
AETERNA ZENTARIS INC 0.0%
Value ($000) $0 Shares 750 Est. Cost Unrealized
USHY ISHARES TR 0.0%
Value ($000) $0 Shares 12 Est. Cost Unrealized
ASIX ADVANSIX INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $15.66 Unrealized 0.0%