Nbt Bank N A as of March 31, 2025
Portfolio Holdings for Nbt Bank N A
Nbt Bank N A holds 830 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 5.7 | $79M | 211k | 375.39 | |
| Apple (AAPL) | 4.7 | $65M | 293k | 222.13 | |
| Flexshares Tr mornstar upstr (GUNR) | 2.8 | $39M | 1.0M | 38.81 | |
| JPMorgan Chase & Co. (JPM) | 2.4 | $34M | 137k | 245.30 | |
| iShares MSCI EAFE Growth Index (EFG) | 1.9 | $27M | 265k | 100.00 | |
| Alphabet Inc Class A cs (GOOGL) | 1.8 | $25M | 162k | 154.64 | |
| Alphabet Inc Class C cs (GOOG) | 1.8 | $24M | 155k | 156.23 | |
| Lowe's Companies (LOW) | 1.6 | $23M | 97k | 233.21 | |
| Procter & Gamble Company (PG) | 1.6 | $23M | 133k | 170.42 | |
| Exxon Mobil Corporation (XOM) | 1.5 | $21M | 175k | 118.92 | |
| McDonald's Corporation (MCD) | 1.5 | $21M | 66k | 312.37 | |
| Berkshire Hathaway (BRK.B) | 1.5 | $20M | 38k | 532.73 | |
| Trane Technologies (TT) | 1.5 | $20M | 60k | 336.92 | |
| Johnson & Johnson (JNJ) | 1.4 | $19M | 115k | 165.84 | |
| Amazon (AMZN) | 1.3 | $19M | 98k | 190.26 | |
| Vanguard Value ETF (VTV) | 1.2 | $17M | 97k | 172.74 | |
| iShares Russell 3000 Growth Index (IUSG) | 1.2 | $17M | 131k | 127.08 | |
| Vanguard Total Stock Market ETF (VTI) | 1.1 | $16M | 58k | 274.84 | |
| Deere & Company (DE) | 1.1 | $16M | 33k | 469.35 | |
| Abbott Laboratories (ABT) | 1.1 | $15M | 110k | 132.65 | |
| Chevron Corporation (CVX) | 1.1 | $15M | 87k | 167.40 | |
| Costco Wholesale Corporation (COST) | 1.1 | $15M | 15k | 945.78 | |
| iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) | 1.0 | $13M | 254k | 52.37 | |
| Automatic Data Processing (ADP) | 0.9 | $13M | 42k | 305.53 | |
| Pepsi (PEP) | 0.9 | $12M | 80k | 149.94 | |
| NBT Ban (NBTB) | 0.9 | $12M | 276k | 42.90 | |
| Wal-Mart Stores (WMT) | 0.8 | $12M | 132k | 87.79 | |
| Raytheon Technologies Corp (RTX) | 0.8 | $12M | 87k | 132.46 | |
| SPDR S&P Dividend (SDY) | 0.8 | $11M | 82k | 135.68 | |
| Abbvie (ABBV) | 0.8 | $11M | 53k | 209.52 | |
| International Business Machines (IBM) | 0.8 | $11M | 44k | 248.66 | |
| Ishares Tr cmn (STIP) | 0.8 | $11M | 102k | 103.48 | |
| Cisco Systems (CSCO) | 0.7 | $10M | 167k | 61.71 | |
| Caterpillar (CAT) | 0.7 | $10M | 31k | 329.80 | |
| S&p Global (SPGI) | 0.7 | $9.9M | 19k | 508.10 | |
| SPDR S&P MidCap 400 ETF (MDY) | 0.7 | $9.3M | 18k | 533.49 | |
| UnitedHealth (UNH) | 0.7 | $9.1M | 17k | 523.75 | |
| Danaher Corporation (DHR) | 0.7 | $9.0M | 44k | 205.00 | |
| Union Pacific Corporation (UNP) | 0.6 | $8.9M | 38k | 236.24 | |
| Vanguard Short Term Corporate Bond ETF (VCSH) | 0.6 | $8.9M | 112k | 78.94 | |
| Spdr S&p 500 Etf (SPY) | 0.6 | $8.8M | 16k | 559.39 | |
| Merck & Co (MRK) | 0.6 | $8.7M | 97k | 89.76 | |
| Eli Lilly & Co. (LLY) | 0.6 | $8.6M | 10k | 825.91 | |
| TJX Companies (TJX) | 0.6 | $8.4M | 69k | 121.80 | |
| iShares Lehman Aggregate Bond (AGG) | 0.6 | $8.0M | 81k | 98.92 | |
| W.W. Grainger (GWW) | 0.6 | $8.0M | 8.1k | 987.83 | |
| Schwab Strategic Tr us dividend eq (SCHD) | 0.6 | $7.9M | 284k | 28.01 | |
| Vanguard S&p 500 Etf idx (VOO) | 0.6 | $7.9M | 15k | 513.91 | |
| NVIDIA Corporation (NVDA) | 0.6 | $7.7M | 71k | 108.38 | |
| iShares Lehman 1-3 Year Treas.Bond (SHY) | 0.5 | $7.3M | 89k | 82.73 | |
| Oracle Corporation (ORCL) | 0.5 | $7.3M | 52k | 139.81 | |
| Flexshares Tr (NFRA) | 0.5 | $7.1M | 124k | 57.64 | |
| iShares Russell 2000 Index (IWM) | 0.5 | $7.1M | 36k | 199.49 | |
| Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 0.5 | $6.7M | 89k | 75.65 | |
| Coca-Cola Company (KO) | 0.5 | $6.6M | 92k | 71.62 | |
| Nextera Energy (NEE) | 0.5 | $6.4M | 91k | 70.89 | |
| iShares MSCI EAFE Index Fund (EFA) | 0.5 | $6.3M | 78k | 81.73 | |
| Marsh & McLennan Companies (MMC) | 0.4 | $6.2M | 25k | 244.04 | |
| Honeywell International (HON) | 0.4 | $6.2M | 29k | 211.75 | |
| Visa (V) | 0.4 | $6.0M | 17k | 350.46 | |
| Walt Disney Company (DIS) | 0.4 | $6.0M | 61k | 98.70 | |
| iShares iBoxx $ High Yid Corp Bond (HYG) | 0.4 | $5.9M | 75k | 78.89 | |
| Vanguard Small-Cap Value ETF (VBR) | 0.4 | $5.7M | 31k | 186.29 | |
| iShares S&P SmallCap 600 Growth (IJT) | 0.4 | $5.7M | 46k | 124.50 | |
| Home Depot (HD) | 0.4 | $5.7M | 16k | 366.49 | |
| Ishares Core Intl Stock Etf core (IXUS) | 0.4 | $5.7M | 81k | 69.81 | |
| iShares S&P AMT-Fr Mncpl Bnd (NYF) | 0.4 | $5.6M | 106k | 52.65 | |
| iShares S&P Growth Allocation Fund (AOR) | 0.4 | $5.6M | 97k | 57.57 | |
| iShares Barclays 20+ Yr Treas.Bond (TLT) | 0.4 | $5.5M | 61k | 91.03 | |
| Vaneck Vectors Etf Tr fallen angel hg (ANGL) | 0.4 | $5.4M | 186k | 28.86 | |
| Qualcomm (QCOM) | 0.4 | $5.2M | 34k | 153.61 | |
| Goldman Sachs (GS) | 0.4 | $5.1M | 9.3k | 546.29 | |
| Thermo Fisher Scientific (TMO) | 0.4 | $5.0M | 10k | 497.60 | |
| Philip Morris International (PM) | 0.4 | $5.0M | 31k | 158.73 | |
| Facebook Inc cl a (META) | 0.4 | $4.9M | 8.4k | 576.36 | |
| Palo Alto Networks (PANW) | 0.3 | $4.8M | 28k | 170.64 | |
| General Dynamics Corporation (GD) | 0.3 | $4.8M | 17k | 272.58 | |
| Bristol Myers Squibb (BMY) | 0.3 | $4.7M | 78k | 60.99 | |
| Pfizer (PFE) | 0.3 | $4.7M | 185k | 25.34 | |
| American Express Company (AXP) | 0.3 | $4.7M | 17k | 269.05 | |
| Ingersoll Rand (IR) | 0.3 | $4.7M | 58k | 80.03 | |
| iShares S&P 500 Index (IVV) | 0.3 | $4.6M | 8.1k | 561.91 | |
| Schwab International Equity ETF (SCHF) | 0.3 | $4.3M | 218k | 19.78 | |
| Lockheed Martin Corporation (LMT) | 0.3 | $4.3M | 9.6k | 446.71 | |
| Verizon Communications (VZ) | 0.3 | $4.1M | 91k | 45.36 | |
| Berkshire Hathaway (BRK.A) | 0.3 | $4.0M | 5.00 | 798441.60 | |
| Mondelez Int (MDLZ) | 0.3 | $4.0M | 59k | 67.85 | |
| Linde (LIN) | 0.3 | $4.0M | 8.5k | 465.64 | |
| salesforce (CRM) | 0.3 | $3.9M | 14k | 268.36 | |
| iShares S&P MidCap 400 Index (IJH) | 0.3 | $3.8M | 66k | 58.35 | |
| Carrier Global Corporation (CARR) | 0.3 | $3.8M | 60k | 63.40 | |
| iShares MSCI Emerging Markets Indx (EEM) | 0.3 | $3.7M | 85k | 43.70 | |
| At&t (T) | 0.3 | $3.7M | 129k | 28.28 | |
| iShares NASDAQ Biotechnology Index (IBB) | 0.3 | $3.6M | 28k | 127.90 | |
| Eaton (ETN) | 0.3 | $3.6M | 13k | 271.83 | |
| Netflix (NFLX) | 0.3 | $3.6M | 3.8k | 932.53 | |
| MasterCard Incorporated (MA) | 0.3 | $3.6M | 6.5k | 548.12 | |
| Materials SPDR (XLB) | 0.3 | $3.6M | 41k | 85.98 | |
| Technology SPDR (XLK) | 0.3 | $3.6M | 17k | 206.48 | |
| WisdomTree MidCap Dividend Fund (DON) | 0.3 | $3.5M | 71k | 49.52 | |
| T. Rowe Price (TROW) | 0.2 | $3.4M | 38k | 91.87 | |
| ISHARES TR MSCI Small Cap msci small cap (SCZ) | 0.2 | $3.4M | 53k | 63.53 | |
| Novartis (NVS) | 0.2 | $3.3M | 29k | 111.47 | |
| SPDR S&P World ex-US (SPDW) | 0.2 | $3.1M | 85k | 36.41 | |
| Utilities SPDR (XLU) | 0.2 | $3.1M | 39k | 78.85 | |
| CVS Caremark Corporation (CVS) | 0.2 | $3.0M | 45k | 67.75 | |
| Uber Technologies (UBER) | 0.2 | $3.0M | 41k | 72.86 | |
| Target Corporation (TGT) | 0.2 | $3.0M | 29k | 104.36 | |
| Prudential Financial (PRU) | 0.2 | $2.8M | 25k | 111.73 | |
| Bank of America Corporation (BAC) | 0.2 | $2.8M | 67k | 41.73 | |
| Ishares Inc core msci emkt (IEMG) | 0.2 | $2.8M | 52k | 53.97 | |
| Altria (MO) | 0.2 | $2.8M | 46k | 60.02 | |
| SPDR Gold Trust (GLD) | 0.2 | $2.7M | 9.3k | 288.13 | |
| Air Products & Chemicals (APD) | 0.2 | $2.7M | 9.0k | 294.92 | |
| SPDR KBW Regional Banking (KRE) | 0.2 | $2.7M | 47k | 56.85 | |
| Vaneck Vectors Gold Miners mutual (GDX) | 0.2 | $2.6M | 57k | 45.97 | |
| Real Estate Select Sect Spdr (XLRE) | 0.2 | $2.6M | 62k | 41.85 | |
| Wells Fargo & Company (WFC) | 0.2 | $2.6M | 36k | 71.79 | |
| AFLAC Incorporated (AFL) | 0.2 | $2.6M | 23k | 111.19 | |
| Schwab U S Small Cap ETF (SCHA) | 0.2 | $2.6M | 110k | 23.44 | |
| Paychex (PAYX) | 0.2 | $2.5M | 16k | 154.28 | |
| Blackrock (BLK) | 0.2 | $2.5M | 2.7k | 946.48 | |
| General Electric (GE) | 0.2 | $2.5M | 12k | 200.15 | |
| Vanguard Information Technology ETF (VGT) | 0.2 | $2.5M | 4.5k | 542.38 | |
| iShares S&P US Pref Stock Idx Fnd (PFF) | 0.2 | $2.4M | 79k | 30.73 | |
| Allegion Plc equity (ALLE) | 0.2 | $2.4M | 19k | 130.46 | |
| Intercontinental Exchange (ICE) | 0.2 | $2.3M | 14k | 172.50 | |
| Vanguard Star Fd Intl Stk Idxf (VXUS) | 0.2 | $2.3M | 37k | 62.10 | |
| Chubb (CB) | 0.2 | $2.2M | 7.4k | 301.99 | |
| Dimensional Etf Trust (DFUS) | 0.2 | $2.2M | 37k | 60.49 | |
| Sherwin-Williams Company (SHW) | 0.2 | $2.2M | 6.3k | 349.19 | |
| Ecolab (ECL) | 0.2 | $2.2M | 8.6k | 253.52 | |
| General Mills (GIS) | 0.2 | $2.2M | 36k | 59.79 | |
| Ishares Inc em mkt min vol (EEMV) | 0.2 | $2.1M | 36k | 58.34 | |
| Vanguard Intermediate-Term Bond ETF (BIV) | 0.2 | $2.1M | 27k | 76.57 | |
| Texas Instruments Incorporated (TXN) | 0.2 | $2.1M | 12k | 179.70 | |
| Southern Company (SO) | 0.1 | $2.1M | 23k | 91.95 | |
| Broadcom (AVGO) | 0.1 | $2.1M | 12k | 167.43 | |
| Boeing Company (BA) | 0.1 | $2.1M | 12k | 170.55 | |
| Vanguard Intermediate Tm Cpte Bd ETF (VCIT) | 0.1 | $2.0M | 25k | 81.76 | |
| Consumer Discretionary SPDR (XLY) | 0.1 | $2.0M | 10k | 197.46 | |
| Otis Worldwide Corp (OTIS) | 0.1 | $2.0M | 19k | 103.20 | |
| Nike (NKE) | 0.1 | $2.0M | 31k | 63.48 | |
| Analog Devices (ADI) | 0.1 | $2.0M | 9.7k | 201.67 | |
| Colgate-Palmolive Company (CL) | 0.1 | $1.9M | 21k | 93.70 | |
| Amphenol Corporation (APH) | 0.1 | $1.9M | 29k | 65.59 | |
| United Parcel Service (UPS) | 0.1 | $1.9M | 17k | 109.99 | |
| Emerson Electric (EMR) | 0.1 | $1.9M | 17k | 109.64 | |
| Stryker Corporation (SYK) | 0.1 | $1.9M | 5.0k | 372.25 | |
| Fiserv (FI) | 0.1 | $1.8M | 8.3k | 220.83 | |
| U.S. Bancorp (USB) | 0.1 | $1.8M | 43k | 42.22 | |
| Vanguard Mid-Cap Growth ETF (VOT) | 0.1 | $1.8M | 7.4k | 244.65 | |
| Schwab Strategic Tr us aggregate b (SCHZ) | 0.1 | $1.8M | 78k | 23.16 | |
| Autoliv (ALV) | 0.1 | $1.8M | 20k | 88.45 | |
| American Water Works (AWK) | 0.1 | $1.8M | 12k | 147.52 | |
| Vanguard REIT ETF (VNQ) | 0.1 | $1.8M | 20k | 90.54 | |
| Amgen (AMGN) | 0.1 | $1.8M | 5.7k | 311.55 | |
| Dupont De Nemours (DD) | 0.1 | $1.8M | 24k | 74.68 | |
| SYSCO Corporation (SYY) | 0.1 | $1.8M | 23k | 75.04 | |
| Jp Morgan Exchange Traded Fd fund (JMUB) | 0.1 | $1.7M | 35k | 50.00 | |
| Ishares Tr core intl aggr (IAGG) | 0.1 | $1.7M | 34k | 50.00 | |
| Vanguard Short-Term Bond ETF (BSV) | 0.1 | $1.7M | 22k | 78.28 | |
| Schlumberger (SLB) | 0.1 | $1.7M | 40k | 41.80 | |
| SPDR Dow Jones Industrial Average ETF (DIA) | 0.1 | $1.6M | 3.9k | 419.88 | |
| ETFS Gold Trust | 0.1 | $1.6M | 55k | 29.82 | |
| Intel Corporation (INTC) | 0.1 | $1.6M | 71k | 22.71 | |
| Morgan Stanley (MS) | 0.1 | $1.6M | 14k | 116.67 | |
| Quanta Services (PWR) | 0.1 | $1.6M | 6.3k | 254.18 | |
| iShares S&P SmallCap 600 Index (IJR) | 0.1 | $1.6M | 15k | 104.58 | |
| WisdomTree SmallCap Dividend Fund (DES) | 0.1 | $1.5M | 48k | 31.97 | |
| Microchip Technology (MCHP) | 0.1 | $1.5M | 32k | 48.41 | |
| Intuitive Surgical (ISRG) | 0.1 | $1.5M | 3.1k | 495.27 | |
| Medtronic (MDT) | 0.1 | $1.5M | 17k | 89.86 | |
| Novo Nordisk A/S (NVO) | 0.1 | $1.5M | 21k | 69.44 | |
| Norfolk Southern (NSC) | 0.1 | $1.5M | 6.2k | 236.85 | |
| Aon (AON) | 0.1 | $1.5M | 3.6k | 399.09 | |
| Vaneck Vectors Agribusiness alt (MOO) | 0.1 | $1.5M | 21k | 67.89 | |
| TransDigm Group Incorporated (TDG) | 0.1 | $1.4M | 1.0k | 1383.29 | |
| 3M Company (MMM) | 0.1 | $1.4M | 9.7k | 146.86 | |
| Vanguard Mid-Cap ETF (VO) | 0.1 | $1.4M | 5.5k | 258.62 | |
| Financial Select Sector SPDR (XLF) | 0.1 | $1.4M | 28k | 49.81 | |
| Canadian Natl Ry (CNI) | 0.1 | $1.4M | 14k | 97.46 | |
| iShares Brclys Intrdte Gov/Crt Bd (GVI) | 0.1 | $1.4M | 13k | 106.02 | |
| Vanguard Total Bond Market ETF (BND) | 0.1 | $1.3M | 18k | 73.45 | |
| Brookfield Asset Management (BAM) | 0.1 | $1.3M | 27k | 48.45 | |
| First Tr Exchange Traded Fd dorsey wrt 5 etf (FV) | 0.1 | $1.3M | 24k | 54.85 | |
| PIMCO Corporate Opportunity Fund (PTY) | 0.1 | $1.3M | 88k | 14.46 | |
| Comcast Corporation (CMCSA) | 0.1 | $1.3M | 35k | 36.90 | |
| Industrial SPDR (XLI) | 0.1 | $1.3M | 9.6k | 131.07 | |
| Flexshares Tr (GQRE) | 0.1 | $1.2M | 21k | 57.95 | |
| ConocoPhillips (COP) | 0.1 | $1.2M | 12k | 105.02 | |
| Ishares Tr core tl usd bd (IUSB) | 0.1 | $1.2M | 26k | 46.08 | |
| Health Care SPDR (XLV) | 0.1 | $1.2M | 8.1k | 146.01 | |
| Ishares High Dividend Equity F (HDV) | 0.1 | $1.2M | 9.7k | 121.12 | |
| Vanguard Emerging Markets ETF (VWO) | 0.1 | $1.2M | 26k | 45.26 | |
| Starbucks Corporation (SBUX) | 0.1 | $1.2M | 12k | 98.09 | |
| Energy Select Sector SPDR (XLE) | 0.1 | $1.2M | 12k | 93.45 | |
| Servicenow (NOW) | 0.1 | $1.1M | 1.4k | 796.14 | |
| Ishares Tr etf msci usa (ESGU) | 0.1 | $1.1M | 9.1k | 121.91 | |
| Agnico (AEM) | 0.1 | $1.1M | 10k | 108.41 | |
| Roper Industries (ROP) | 0.1 | $1.1M | 1.8k | 589.58 | |
| iShares Dow Jones US Tele (IYZ) | 0.1 | $1.0M | 38k | 27.39 | |
| Adobe Systems Incorporated (ADBE) | 0.1 | $1.0M | 2.7k | 383.53 | |
| Dow (DOW) | 0.1 | $1.0M | 29k | 34.92 | |
| L3harris Technologies (LHX) | 0.1 | $1.0M | 4.9k | 209.31 | |
| Gilead Sciences (GILD) | 0.1 | $1.0M | 9.0k | 112.05 | |
| iShares Russell 2000 Growth Index (IWO) | 0.1 | $992k | 3.9k | 255.53 | |
| Dominion Resources (D) | 0.1 | $985k | 18k | 56.07 | |
| Charles Schwab Corporation (SCHW) | 0.1 | $968k | 12k | 78.28 | |
| iShares S&P 500 Value Index (IVE) | 0.1 | $968k | 5.1k | 190.59 | |
| Fortive (FTV) | 0.1 | $967k | 13k | 73.18 | |
| Dick's Sporting Goods (DKS) | 0.1 | $908k | 4.5k | 201.56 | |
| Intuit (INTU) | 0.1 | $905k | 1.5k | 613.99 | |
| RBC Bearings Incorporated (RBC) | 0.1 | $901k | 2.8k | 321.77 | |
| Becton, Dickinson and (BDX) | 0.1 | $898k | 3.9k | 229.06 | |
| iShares Russell Midcap Index Fund (IWR) | 0.1 | $892k | 11k | 85.07 | |
| Bank of New York Mellon Corporation (BK) | 0.1 | $880k | 11k | 83.87 | |
| Amplify Etf Tr a (DIVO) | 0.1 | $861k | 21k | 40.77 | |
| Kimberly-Clark Corporation (KMB) | 0.1 | $850k | 6.0k | 142.22 | |
| Paccar (PCAR) | 0.1 | $847k | 8.7k | 97.37 | |
| iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) | 0.1 | $840k | 8.0k | 105.60 | |
| Corteva (CTVA) | 0.1 | $815k | 13k | 62.93 | |
| Accenture (ACN) | 0.1 | $797k | 2.6k | 312.05 | |
| Vanguard FTSE All-World ex-US ETF (VEU) | 0.1 | $796k | 13k | 60.67 | |
| Hershey Company (HSY) | 0.1 | $787k | 4.6k | 171.03 | |
| Metropcs Communications (TMUS) | 0.1 | $774k | 2.9k | 266.71 | |
| iShares S&P 500 Growth Index (IVW) | 0.1 | $768k | 8.3k | 92.83 | |
| Clorox Company (CLX) | 0.1 | $764k | 5.2k | 147.25 | |
| First Tr Exchange Traded Fd first tr nasdaq (RDVY) | 0.1 | $756k | 13k | 58.54 | |
| Sch Us Mid-cap Etf etf (SCHM) | 0.1 | $754k | 29k | 26.21 | |
| O'reilly Automotive (ORLY) | 0.1 | $746k | 521.00 | 1432.58 | |
| Duke Energy (DUK) | 0.1 | $736k | 6.0k | 121.97 | |
| Nucor Corporation (NUE) | 0.1 | $735k | 6.1k | 120.34 | |
| iShares Russell Midcap Growth Idx. (IWP) | 0.1 | $722k | 6.1k | 117.49 | |
| Illinois Tool Works (ITW) | 0.1 | $704k | 2.8k | 248.01 | |
| Golub Capital BDC (GBDC) | 0.1 | $701k | 46k | 15.14 | |
| Zoetis Inc Cl A (ZTS) | 0.1 | $699k | 4.2k | 164.65 | |
| Chipotle Mexican Grill (CMG) | 0.1 | $696k | 14k | 50.21 | |
| MetLife (MET) | 0.0 | $689k | 8.6k | 80.29 | |
| Vanguard Europe Pacific ETF (VEA) | 0.0 | $686k | 14k | 50.83 | |
| Flexshares Tr real asst idx (ASET) | 0.0 | $684k | 22k | 31.13 | |
| Shell Adr Each Rep 2 Ord Wi (SHEL) | 0.0 | $676k | 9.2k | 73.28 | |
| Paypal Holdings (PYPL) | 0.0 | $675k | 10k | 65.25 | |
| Schwab U S Large Cap Growth ETF (SCHG) | 0.0 | $672k | 27k | 25.04 | |
| Fastenal Company (FAST) | 0.0 | $662k | 8.5k | 77.55 | |
| Tesla Motors (TSLA) | 0.0 | $653k | 2.5k | 259.16 | |
| Consumer Staples Select Sect. SPDR (XLP) | 0.0 | $645k | 7.9k | 81.67 | |
| iShares Lehman MBS Bond Fund (MBB) | 0.0 | $638k | 6.8k | 93.78 | |
| Te Connectivity (TEL) | 0.0 | $631k | 4.5k | 141.32 | |
| Ishares Inc msci emrg chn (EMXC) | 0.0 | $613k | 11k | 55.08 | |
| Corning Incorporated (GLW) | 0.0 | $593k | 13k | 45.78 | |
| SPDR Barclay Cp Intr Trm Cr Bd (SPIB) | 0.0 | $588k | 18k | 33.24 | |
| Dimensional Etf Trust (DFAX) | 0.0 | $582k | 22k | 26.21 | |
| First Trust Value Line Dividend Indx Fnd (FVD) | 0.0 | $578k | 13k | 44.60 | |
| iShares S&P Natl AMTFr Mncpl Bd (MUB) | 0.0 | $570k | 5.4k | 105.44 | |
| Ge Vernova (GEV) | 0.0 | $564k | 1.8k | 305.28 | |
| Truist Financial Corp equities (TFC) | 0.0 | $563k | 14k | 41.15 | |
| Enterprise Products Partners (EPD) | 0.0 | $563k | 17k | 34.14 | |
| GSK (GSK) | 0.0 | $555k | 14k | 38.74 | |
| Xylem (XYL) | 0.0 | $548k | 4.6k | 119.46 | |
| Yum! Brands (YUM) | 0.0 | $536k | 3.4k | 157.36 | |
| Taiwan Semiconductor Mfg (TSM) | 0.0 | $536k | 3.2k | 166.00 | |
| Markel Corporation (MKL) | 0.0 | $531k | 284.00 | 1869.61 | |
| Zimmer Holdings (ZBH) | 0.0 | $519k | 4.6k | 113.18 | |
| Ionis Pharmaceuticals (IONS) | 0.0 | $514k | 17k | 30.17 | |
| iShares MSCI EAFE Value Index (EFV) | 0.0 | $513k | 8.7k | 58.94 | |
| Select Sector Spdr Tr Communic etfeqty (XLC) | 0.0 | $506k | 5.2k | 96.45 | |
| Allstate Corporation (ALL) | 0.0 | $499k | 2.4k | 207.07 | |
| SPDR Wells Fargo Prfd Stk ETF (PSK) | 0.0 | $493k | 15k | 32.39 | |
| Vanguard Small-Cap ETF (VB) | 0.0 | $489k | 2.2k | 221.75 | |
| iShares FTSE KLD 400 Social Idx (DSI) | 0.0 | $489k | 4.8k | 102.41 | |
| Marriott International (MAR) | 0.0 | $483k | 2.0k | 238.20 | |
| Ge Healthcare Technologies I (GEHC) | 0.0 | $478k | 5.9k | 80.74 | |
| iShares FTSE KLD Select Scil Idx (SUSA) | 0.0 | $475k | 4.1k | 114.87 | |
| Cummins (CMI) | 0.0 | $451k | 1.4k | 313.44 | |
| Applied Materials (AMAT) | 0.0 | $448k | 3.1k | 145.12 | |
| American Tower Reit (AMT) | 0.0 | $446k | 2.1k | 217.60 | |
| Cme (CME) | 0.0 | $439k | 1.7k | 265.29 | |
| Waste Management (WM) | 0.0 | $438k | 1.9k | 231.51 | |
| SPDR S&P Emerging Markets (SPEM) | 0.0 | $436k | 11k | 39.37 | |
| First Trust Iv Enhanced Short (FTSM) | 0.0 | $436k | 7.3k | 59.84 | |
| Enbridge (ENB) | 0.0 | $430k | 9.7k | 44.31 | |
| First Tr Exchange Traded Fd Vi dorsey wright (FVC) | 0.0 | $428k | 12k | 35.18 | |
| Schwab Strategic Tr us lrg cap etf (SCHX) | 0.0 | $423k | 19k | 22.08 | |
| Iqvia Holdings (IQV) | 0.0 | $422k | 2.4k | 176.30 | |
| Citigroup (C) | 0.0 | $422k | 5.9k | 70.99 | |
| First Trust ISE Water Index Fund (FIW) | 0.0 | $408k | 4.1k | 100.71 | |
| Jacobs Engineering Group (J) | 0.0 | $408k | 3.4k | 120.89 | |
| Ishares Tr edeg hig yleld (HYDB) | 0.0 | $405k | 8.6k | 47.09 | |
| Ishares Tr cmn (GOVT) | 0.0 | $405k | 18k | 22.98 | |
| Northrop Grumman Corporation (NOC) | 0.0 | $403k | 787.00 | 512.01 | |
| Sch Fnd Intl Lg Etf (FNDF) | 0.0 | $397k | 11k | 36.14 | |
| iShares Lehman 3-7 Yr Treasury Bond (IEI) | 0.0 | $396k | 3.4k | 118.13 | |
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 0.0 | $393k | 4.4k | 90.01 | |
| CSX Corporation (CSX) | 0.0 | $390k | 13k | 29.43 | |
| Martin Marietta Materials (MLM) | 0.0 | $390k | 815.00 | 478.13 | |
| iShares 10+ Year Credit Bond Fund ETF (IGLB) | 0.0 | $390k | 7.8k | 50.23 | |
| iShares Russell 1000 Growth Index (IWF) | 0.0 | $389k | 1.1k | 361.09 | |
| Public Service Enterprise (PEG) | 0.0 | $384k | 4.7k | 82.30 | |
| Freeport-McMoRan Copper & Gold (FCX) | 0.0 | $378k | 10k | 37.86 | |
| Kraft Heinz (KHC) | 0.0 | $376k | 12k | 30.43 | |
| Boston Scientific Corporation (BSX) | 0.0 | $372k | 3.7k | 100.88 | |
| DTE Energy Company (DTE) | 0.0 | $371k | 2.7k | 138.27 | |
| First Tr Exchange Traded Fd fst low mtg etf (LMBS) | 0.0 | $371k | 7.5k | 49.16 | |
| J P Morgan Exchange-traded F (JEPI) | 0.0 | $365k | 6.4k | 57.14 | |
| Ball Corporation (BALL) | 0.0 | $356k | 6.8k | 52.07 | |
| Travelers Companies (TRV) | 0.0 | $353k | 1.3k | 264.46 | |
| Copart (CPRT) | 0.0 | $352k | 6.2k | 56.59 | |
| Texas Pacific Land Corp (TPL) | 0.0 | $351k | 265.00 | 1324.98 | |
| Vanguard High Dividend Yield ETF (VYM) | 0.0 | $344k | 2.7k | 128.96 | |
| Consolidated Edison (ED) | 0.0 | $342k | 3.1k | 110.59 | |
| iShares Barclays Inter Crd Bd Fund ETF) (IGIB) | 0.0 | $335k | 6.4k | 52.52 | |
| Invesco S&p 500 Equal Weight Etf (RSP) | 0.0 | $334k | 1.9k | 173.23 | |
| Vanguard Dividend Appreciation ETF (VIG) | 0.0 | $325k | 1.7k | 193.99 | |
| iShares S&P MidCap 400 Growth (IJK) | 0.0 | $324k | 3.9k | 83.28 | |
| Ishares Tr rus200 grw idx (IWY) | 0.0 | $323k | 1.5k | 210.94 | |
| Flexshares Tr intl qltdv idx (IQDF) | 0.0 | $318k | 13k | 24.93 | |
| Ishares Tr usa min vo (USMV) | 0.0 | $316k | 3.4k | 93.66 | |
| Masco Corporation (MAS) | 0.0 | $311k | 4.5k | 69.54 | |
| Spdr Ser Tr 1 3 hgh yield (BIL) | 0.0 | $305k | 3.3k | 91.73 | |
| Invesco S&p 500 Low Volatility Etf (SPLV) | 0.0 | $300k | 4.0k | 74.72 | |
| McKesson Corporation (MCK) | 0.0 | $299k | 444.00 | 672.99 | |
| Cardinal Health (CAH) | 0.0 | $294k | 2.1k | 137.77 | |
| iShares Russell Midcap Value Index (IWS) | 0.0 | $291k | 2.3k | 125.97 | |
| BP (BP) | 0.0 | $289k | 8.6k | 33.79 | |
| Cigna Corp (CI) | 0.0 | $288k | 875.00 | 329.00 | |
| iShares Russell 1000 Index (IWB) | 0.0 | $287k | 935.00 | 306.74 | |
| Proshares Tr S&p 500 Aristo (NOBL) | 0.0 | $283k | 2.8k | 102.18 | |
| Schwab Strategic Tr schwab fdt us bm (FNDB) | 0.0 | $275k | 12k | 23.01 | |
| McCormick & Company, Incorporated (MKC) | 0.0 | $270k | 3.3k | 82.31 | |
| Wabtec Corporation (WAB) | 0.0 | $269k | 1.5k | 181.34 | |
| FedEx Corporation (FDX) | 0.0 | $269k | 1.1k | 243.78 | |
| Invesco Senior Loan Etf otr (BKLN) | 0.0 | $264k | 13k | 20.70 | |
| iShares Russell 1000 Value Index (IWD) | 0.0 | $259k | 1.4k | 188.16 | |
| Booking Holdings (BKNG) | 0.0 | $258k | 56.00 | 4606.91 | |
| Williams Companies (WMB) | 0.0 | $256k | 4.3k | 59.76 | |
| Digital Realty Trust (DLR) | 0.0 | $255k | 1.8k | 143.29 | |
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $254k | 1.8k | 139.78 | |
| Exelon Corporation (EXC) | 0.0 | $253k | 5.5k | 46.08 | |
| Ishares Msci Usa Quality Facto invalid (QUAL) | 0.0 | $251k | 1.5k | 170.89 | |
| Builders FirstSource (BLDR) | 0.0 | $250k | 2.0k | 124.94 | |
| Schwab Strategic Tr 0 (SCHP) | 0.0 | $250k | 9.3k | 26.89 | |
| Woodward Governor Company (WWD) | 0.0 | $248k | 1.4k | 182.49 | |
| iShares S&P/Citi Intl Treasury Bond (IGOV) | 0.0 | $244k | 6.2k | 39.42 | |
| Best Buy (BBY) | 0.0 | $243k | 3.3k | 73.61 | |
| Vanguard Growth ETF (VUG) | 0.0 | $242k | 653.00 | 370.82 | |
| IDEXX Laboratories (IDXX) | 0.0 | $242k | 575.00 | 419.92 | |
| First Tr Exchange Traded Fd senior ln (FTSL) | 0.0 | $240k | 5.3k | 45.65 | |
| MercadoLibre (MELI) | 0.0 | $240k | 123.00 | 1950.87 | |
| Deutsche Bank Ag-registered (DB) | 0.0 | $239k | 10k | 23.86 | |
| Vanguard Large-Cap ETF (VV) | 0.0 | $237k | 923.00 | 257.03 | |
| SEI Investments Company (SEIC) | 0.0 | $236k | 3.0k | 77.62 | |
| United Rentals (URI) | 0.0 | $236k | 377.00 | 626.69 | |
| EOG Resources (EOG) | 0.0 | $234k | 1.8k | 128.24 | |
| Dover Corporation (DOV) | 0.0 | $231k | 1.3k | 175.68 | |
| Moody's Corporation (MCO) | 0.0 | $230k | 493.00 | 465.69 | |
| Global X Fds us pfd etf (PFFD) | 0.0 | $229k | 12k | 19.04 | |
| Toyota Motor Corporation (TM) | 0.0 | $223k | 1.3k | 176.53 | |
| Tractor Supply Company (TSCO) | 0.0 | $222k | 4.0k | 55.10 | |
| Monster Beverage Corp (MNST) | 0.0 | $222k | 3.8k | 58.52 | |
| Autodesk (ADSK) | 0.0 | $219k | 837.00 | 261.80 | |
| SPDR Barclays Cptl Shrt Term Corp Bd ETF (SPSB) | 0.0 | $213k | 7.1k | 30.10 | |
| Vanguard Extended Market ETF (VXF) | 0.0 | $211k | 1.2k | 172.21 | |
| iShares Dow Jones Select Dividend (DVY) | 0.0 | $206k | 1.5k | 134.29 | |
| iShares Russell 2000 Value Index (IWN) | 0.0 | $204k | 1.4k | 150.98 | |
| Genuine Parts Company (GPC) | 0.0 | $199k | 1.7k | 119.14 | |
| Synopsys (SNPS) | 0.0 | $195k | 455.00 | 428.85 | |
| Webster Financial Corporation (WBS) | 0.0 | $194k | 3.8k | 51.57 | |
| Bank Of Montreal Cadcom (BMO) | 0.0 | $192k | 2.0k | 95.51 | |
| Vanguard Sht Term Govt Bond ETF (VGSH) | 0.0 | $192k | 3.3k | 58.69 | |
| Pacer Fds Tr pacer us small (CALF) | 0.0 | $192k | 5.1k | 37.50 | |
| State Street Corporation (STT) | 0.0 | $191k | 2.1k | 89.53 | |
| Alamos Gold Inc New Class A (AGI) | 0.0 | $190k | 7.1k | 26.74 | |
| SPDR KBW Bank (KBE) | 0.0 | $188k | 3.5k | 52.96 | |
| iShares Lehman 7-10 Yr Treas. Bond (IEF) | 0.0 | $184k | 1.9k | 95.37 | |
| Phillips 66 (PSX) | 0.0 | $182k | 1.5k | 123.48 | |
| Constellation Energy (CEG) | 0.0 | $177k | 877.00 | 201.64 | |
| Pimco Etf Tr 0-5 high yield (HYS) | 0.0 | $177k | 1.9k | 93.66 | |
| Alliant Energy Corporation (LNT) | 0.0 | $176k | 2.7k | 64.36 | |
| iShares S&P SmallCap 600 Value Idx (IJS) | 0.0 | $175k | 1.8k | 97.48 | |
| Sprott Physical Gold & S (CEF) | 0.0 | $171k | 6.0k | 28.41 | |
| Advanced Micro Devices (AMD) | 0.0 | $168k | 1.6k | 102.74 | |
| Arrow Financial Corporation (AROW) | 0.0 | $166k | 6.3k | 26.29 | |
| Spdr Ser Tr cmn (FLRN) | 0.0 | $162k | 5.3k | 30.82 | |
| Eversource Energy (ES) | 0.0 | $162k | 2.6k | 62.11 | |
| Innovator Etfs Tr s&p 500 pwr (PJUL) | 0.0 | $160k | 4.0k | 40.19 | |
| Choice Hotels International (CHH) | 0.0 | $157k | 1.2k | 132.78 | |
| Asml Holding (ASML) | 0.0 | $155k | 234.00 | 662.63 | |
| Rockwell Automation (ROK) | 0.0 | $154k | 595.00 | 258.38 | |
| Baxter International (BAX) | 0.0 | $146k | 4.3k | 34.23 | |
| Total (TTE) | 0.0 | $146k | 2.3k | 64.69 | |
| Dt Midstream (DTM) | 0.0 | $145k | 1.5k | 96.48 | |
| Coupang (CPNG) | 0.0 | $145k | 6.6k | 21.93 | |
| iShares IBoxx $ Invest Grade Corp Bd (LQD) | 0.0 | $144k | 1.3k | 108.69 | |
| Equinix (EQIX) | 0.0 | $143k | 175.00 | 815.35 | |
| Ameriprise Financial (AMP) | 0.0 | $140k | 290.00 | 484.11 | |
| Suncor Energy (SU) | 0.0 | $140k | 3.6k | 38.72 | |
| Invesco Qqq Trust Series 1 (QQQ) | 0.0 | $132k | 281.00 | 468.91 | |
| Invitation Homes (INVH) | 0.0 | $129k | 3.7k | 34.85 | |
| Veralto Corp (VLTO) | 0.0 | $124k | 1.3k | 97.00 | |
| Baker Hughes A Ge Company (BKR) | 0.0 | $124k | 2.8k | 43.95 | |
| M&T Bank Corporation (MTB) | 0.0 | $119k | 667.00 | 178.75 | |
| iShares Morningstar Mid Growth Idx (IMCG) | 0.0 | $118k | 1.7k | 71.43 | |
| BHP Billiton (BHP) | 0.0 | $114k | 2.4k | 48.52 | |
| Weyerhaeuser Company (WY) | 0.0 | $113k | 3.9k | 29.28 | |
| National Fuel Gas (NFG) | 0.0 | $113k | 1.4k | 79.19 | |
| Vanguard Lg Term Govt Bd ETF (VGLT) | 0.0 | $111k | 1.9k | 57.61 | |
| Wec Energy Group (WEC) | 0.0 | $108k | 994.00 | 108.98 | |
| Church & Dwight (CHD) | 0.0 | $108k | 980.00 | 110.09 | |
| Clean Harbors (CLH) | 0.0 | $107k | 542.00 | 197.10 | |
| Willscot Mobile Mini Holdin Cl A Ord (WSC) | 0.0 | $106k | 3.8k | 27.80 | |
| Cognizant Technology Solutions (CTSH) | 0.0 | $106k | 1.4k | 76.50 | |
| Flexshares Tr discp dur mbs (MBSD) | 0.0 | $104k | 5.1k | 20.65 | |
| Cameco Corporation (CCJ) | 0.0 | $104k | 2.5k | 41.16 | |
| Zebra Technologies (ZBRA) | 0.0 | $104k | 368.00 | 282.56 | |
| Jpmorgan Nasdaq Equity Premium Income Etf (JEPQ) | 0.0 | $104k | 2.0k | 51.78 | |
| Regeneron Pharmaceuticals (REGN) | 0.0 | $103k | 162.00 | 634.23 | |
| Apa Corporation (APA) | 0.0 | $102k | 4.8k | 21.02 | |
| Kkr & Co (KKR) | 0.0 | $99k | 860.00 | 115.61 | |
| Cadence Design Systems (CDNS) | 0.0 | $99k | 390.00 | 254.33 | |
| Ishares Tr intl dev ql fc (IQLT) | 0.0 | $98k | 2.5k | 39.69 | |
| Ishares Tr faln angls usd (FALN) | 0.0 | $97k | 3.6k | 26.79 | |
| Lpl Financial Holdings (LPLA) | 0.0 | $97k | 296.00 | 327.14 | |
| iShares Barclays TIPS Bond Fund (TIP) | 0.0 | $96k | 867.00 | 111.09 | |
| Lam Research Corporation | 0.0 | $95k | 1.3k | 72.70 | |
| Ishares Tr (DMXF) | 0.0 | $94k | 1.4k | 67.34 | |
| Verisk Analytics (VRSK) | 0.0 | $91k | 306.00 | 297.62 | |
| Aim Etf Products (JULW) | 0.0 | $91k | 2.6k | 34.47 | |
| Vanguard Health Care ETF (VHT) | 0.0 | $90k | 341.00 | 265.04 | |
| Aberdeen Standard Physical Swiss Gold Shares Etf etf (SGOL) | 0.0 | $90k | 3.0k | 29.78 | |
| Innovator Etfs Tr msci eafe pwr (IJUL) | 0.0 | $90k | 3.1k | 29.12 | |
| Motorola Solutions (MSI) | 0.0 | $88k | 200.00 | 437.81 | |
| Ishares Tr (EMXF) | 0.0 | $87k | 2.3k | 38.24 | |
| WD-40 Company (WDFC) | 0.0 | $85k | 350.00 | 244.00 | |
| Pgx etf (PGX) | 0.0 | $84k | 7.5k | 11.22 | |
| Xcel Energy (XEL) | 0.0 | $84k | 1.2k | 70.79 | |
| AutoZone (AZO) | 0.0 | $84k | 22.00 | 3812.79 | |
| Simon Property (SPG) | 0.0 | $83k | 500.00 | 166.08 | |
| First Trust NASDAQ Clean Edge (GRID) | 0.0 | $83k | 733.00 | 113.13 | |
| iShares Dow Jones US Technology (IYW) | 0.0 | $83k | 588.00 | 140.44 | |
| Ishares Tr broad usd high (USHY) | 0.0 | $82k | 2.2k | 36.81 | |
| iShares Cohen & Steers Realty Maj. (ICF) | 0.0 | $82k | 1.3k | 61.53 | |
| Core & Main (CNM) | 0.0 | $81k | 1.7k | 48.31 | |
| iShares Barclays 10-20 Yr Tresry Bd (TLH) | 0.0 | $79k | 764.00 | 103.75 | |
| Ishares Tr msci usa small (ESML) | 0.0 | $79k | 2.1k | 38.41 | |
| iShares S&P MidCap 400 Value Index (IJJ) | 0.0 | $78k | 655.00 | 119.73 | |
| Ford Motor Company (F) | 0.0 | $78k | 7.8k | 10.03 | |
| D First Tr Exchange-traded (FPE) | 0.0 | $78k | 4.4k | 17.59 | |
| Guardant Health (GH) | 0.0 | $78k | 1.8k | 42.60 | |
| iShares Gold Trust (IAU) | 0.0 | $78k | 1.3k | 58.96 | |
| Valero Energy Corporation (VLO) | 0.0 | $77k | 586.00 | 132.07 | |
| Key (KEY) | 0.0 | $77k | 4.8k | 15.99 | |
| Vanguard Charlotte Fds intl bd idx etf (BNDX) | 0.0 | $77k | 1.6k | 48.82 | |
| Vanguard Mega Cap 300 Index (MGC) | 0.0 | $75k | 374.00 | 201.38 | |
| Ishares Tr aaa a rated cp (QLTA) | 0.0 | $75k | 1.6k | 47.53 | |
| Kimco Realty Corporation (KIM) | 0.0 | $74k | 3.5k | 21.24 | |
| Occidental Petroleum Corporation (OXY) | 0.0 | $74k | 1.5k | 49.36 | |
| Hess (HES) | 0.0 | $73k | 454.00 | 159.73 | |
| Parker-Hannifin Corporation (PH) | 0.0 | $72k | 118.00 | 607.85 | |
| Schwab Strategic Tr intrm trm (SCHR) | 0.0 | $72k | 2.9k | 24.86 | |
| Vodafone Group New Adr F (VOD) | 0.0 | $72k | 7.6k | 9.37 | |
| J.M. Smucker Company (SJM) | 0.0 | $71k | 601.00 | 118.41 | |
| Vanguard Small-Cap Growth ETF (VBK) | 0.0 | $71k | 281.00 | 251.77 | |
| Clearway Energy Inc cl c (CWEN) | 0.0 | $71k | 2.3k | 30.27 | |
| Nushares Etf Tr a (NULG) | 0.0 | $71k | 901.00 | 78.28 | |
| Citizens Financial Services (CZFS) | 0.0 | $70k | 1.2k | 58.05 | |
| Community Bank System (CBU) | 0.0 | $68k | 1.2k | 56.86 | |
| iShares Silver Trust (SLV) | 0.0 | $68k | 2.2k | 30.99 | |
| Lincoln Electric Holdings (LECO) | 0.0 | $66k | 350.00 | 189.16 | |
| iShares S&P Global Technology Sect. (IXN) | 0.0 | $66k | 866.00 | 75.73 | |
| Tapestry (TPR) | 0.0 | $64k | 910.00 | 70.41 | |
| Palantir Technologies (PLTR) | 0.0 | $63k | 740.00 | 84.40 | |
| Realty Income (O) | 0.0 | $62k | 1.1k | 58.01 | |
| Sun Life Financial (SLF) | 0.0 | $62k | 1.1k | 57.26 | |
| iShares S&P Global Clean Energy Index (ICLN) | 0.0 | $61k | 5.3k | 11.42 | |
| Invesco Water Resource Port (PHO) | 0.0 | $61k | 943.00 | 64.52 | |
| Invesco Global Water Etf (PIO) | 0.0 | $60k | 1.5k | 40.13 | |
| Warner Bros. Discovery (WBD) | 0.0 | $60k | 5.6k | 10.73 | |
| SPDR DJ Wilshire Large Cap Value (SPYV) | 0.0 | $60k | 1.2k | 51.07 | |
| Mettler-Toledo International (MTD) | 0.0 | $59k | 50.00 | 1180.92 | |
| Flexshares Tr mstar emkt (TLTE) | 0.0 | $58k | 1.1k | 52.49 | |
| Ishares Tr 0-5yr invt gr cp (SLQD) | 0.0 | $58k | 1.1k | 50.28 | |
| Cbiz (CBZ) | 0.0 | $57k | 750.00 | 75.86 | |
| Rbc Cad (RY) | 0.0 | $56k | 500.00 | 112.72 | |
| Ishares Tr conv bd etf (ICVT) | 0.0 | $56k | 674.00 | 83.61 | |
| Kellogg Company (K) | 0.0 | $56k | 683.00 | 82.49 | |
| Spdr Gold Minishares Trust (GLDM) | 0.0 | $56k | 908.00 | 61.91 | |
| iShares Dow Jones EPAC Sel Div Ind (IDV) | 0.0 | $56k | 1.8k | 31.03 | |
| Vanguard Admiral Fds Inc equity (VOOV) | 0.0 | $55k | 300.00 | 184.19 | |
| Crown Castle Intl (CCI) | 0.0 | $55k | 530.00 | 104.23 | |
| Oge Energy Corp (OGE) | 0.0 | $55k | 1.2k | 45.96 | |
| Archrock (AROC) | 0.0 | $55k | 2.1k | 26.24 | |
| Berkshire Hathaway Inc. Class B | 0.0 | $53k | 100.00 | 532.58 | |
| Middlesex Water Company (MSEX) | 0.0 | $53k | 820.00 | 64.10 | |
| Hca Holdings (HCA) | 0.0 | $52k | 150.00 | 345.55 | |
| Oneok (OKE) | 0.0 | $50k | 500.00 | 99.22 | |
| iShares Dow Jones US Energy Sector (IYE) | 0.0 | $49k | 1.0k | 49.31 | |
| PNC Financial Services (PNC) | 0.0 | $49k | 280.00 | 175.77 | |
| Norwood Financial Corporation (NWFL) | 0.0 | $49k | 2.0k | 24.17 | |
| Vanguard Consumer Staples ETF (VDC) | 0.0 | $49k | 222.00 | 218.53 | |
| Bk Nova Cad (BNS) | 0.0 | $47k | 1.0k | 47.43 | |
| Diageo (DEO) | 0.0 | $47k | 450.00 | 104.79 | |
| Vanguard Scottsdale Fds vng rus2000idx (VTWO) | 0.0 | $47k | 578.00 | 80.62 | |
| ResMed (RMD) | 0.0 | $46k | 205.00 | 223.85 | |
| Canadian Pacific Kansas City (CP) | 0.0 | $46k | 650.00 | 70.21 | |
| Tri-Continental Corporation (TY) | 0.0 | $45k | 1.5k | 30.67 | |
| Citizens Financial (CFG) | 0.0 | $45k | 1.1k | 40.97 | |
| Capital One Financial (COF) | 0.0 | $45k | 250.00 | 179.30 | |
| Blackrock Us Carbon Transition (LCTU) | 0.0 | $45k | 736.00 | 60.60 | |
| iShares S&P 100 Index (OEF) | 0.0 | $44k | 162.00 | 271.25 | |
| PPG Industries (PPG) | 0.0 | $44k | 400.00 | 109.35 | |
| SPDR DJ Wilshire Large Cap (SPLG) | 0.0 | $44k | 663.00 | 65.76 | |
| Insulet Corporation (PODD) | 0.0 | $43k | 165.00 | 262.61 | |
| Cohen & Steers Quality Income Realty (RQI) | 0.0 | $43k | 3.4k | 12.56 | |
| AmerisourceBergen (COR) | 0.0 | $43k | 153.00 | 278.09 | |
| PPL Corporation | 0.0 | $43k | 1.2k | 36.11 | |
| Ishares Tr trs flt rt bd (TFLO) | 0.0 | $42k | 832.00 | 50.66 | |
| Cintas Corporation (CTAS) | 0.0 | $41k | 200.00 | 205.53 | |
| Edwards Lifesciences (EW) | 0.0 | $40k | 546.00 | 72.48 | |
| Vanguard Utilities ETF (VPU) | 0.0 | $39k | 231.00 | 170.71 | |
| Ishares Tr iboxx hig yld ex (HYXF) | 0.0 | $39k | 847.00 | 46.31 | |
| Spdr Ser Tr sp500 high div (SPYD) | 0.0 | $39k | 880.00 | 44.26 | |
| Energy Transfer Equity (ET) | 0.0 | $37k | 2.0k | 18.59 | |
| Ishares Tr msci usavalfct (VLUE) | 0.0 | $37k | 345.00 | 106.70 | |
| Invesco unit investment (PID) | 0.0 | $36k | 1.9k | 19.07 | |
| Ishares Tr us infrastruc (IFRA) | 0.0 | $36k | 799.00 | 45.07 | |
| Chewy Inc cl a (CHWY) | 0.0 | $36k | 1.1k | 32.51 | |
| Lincoln National Corporation (LNC) | 0.0 | $35k | 960.00 | 35.91 | |
| Brookline Ban | 0.0 | $34k | 3.1k | 10.90 | |
| Biogen Idec (BIIB) | 0.0 | $34k | 249.00 | 136.84 | |
| Royce Micro Capital Trust (RMT) | 0.0 | $34k | 4.0k | 8.43 | |
| California Water Service (CWT) | 0.0 | $34k | 700.00 | 48.46 | |
| Schwab Strategic Tr sht tm us tres (SCHO) | 0.0 | $34k | 1.4k | 24.34 | |
| Snowflake Inc Cl A (SNOW) | 0.0 | $34k | 230.00 | 146.16 | |
| Ishares Inc msci em esg se (ESGE) | 0.0 | $33k | 946.00 | 34.95 | |
| Nuveen Div. Advantage Muni. Fund (NAD) | 0.0 | $33k | 2.9k | 11.52 | |
| Coinbase Global (COIN) | 0.0 | $33k | 190.00 | 172.23 | |
| Petroleo Brasileiro SA (PBR) | 0.0 | $32k | 2.3k | 14.34 | |
| Vanguard Mid-Cap Value ETF (VOE) | 0.0 | $32k | 201.00 | 160.55 | |
| Owl Rock Capital Corporation (OBDC) | 0.0 | $32k | 2.2k | 14.66 | |
| Wheaton Precious Metals Corp (WPM) | 0.0 | $32k | 415.00 | 77.63 | |
| Essential Utils (WTRG) | 0.0 | $32k | 800.00 | 39.53 | |
| Vanguard Materials ETF (VAW) | 0.0 | $31k | 166.00 | 188.81 | |
| iShares S&P Global Financials Sect. (IXG) | 0.0 | $31k | 304.00 | 103.08 | |
| Ishares Tr Msci Usa Momentum Factor (MTUM) | 0.0 | $31k | 155.00 | 202.13 | |
| Ishares Tr (USXF) | 0.0 | $31k | 662.00 | 46.67 | |
| Ishares Tr msci eafe esg (ESGD) | 0.0 | $31k | 377.00 | 81.69 | |
| Trimble Navigation (TRMB) | 0.0 | $31k | 469.00 | 65.65 | |
| Welltower Inc Com reit (WELL) | 0.0 | $30k | 195.00 | 153.17 | |
| Madison Square (SPHR) | 0.0 | $30k | 910.00 | 32.72 | |
| Jp Morgan Exchange Traded Fd fund (JCPB) | 0.0 | $30k | 630.00 | 47.04 | |
| BlackRock Core Bond Trust (BHK) | 0.0 | $30k | 2.7k | 10.85 | |
| Fidelity Wise Origin Bitcoin (FBTC) | 0.0 | $29k | 404.00 | 71.97 | |
| Entergy Corporation (ETR) | 0.0 | $29k | 340.00 | 85.50 | |
| Reliance Steel & Aluminum (RS) | 0.0 | $29k | 100.00 | 288.75 | |
| SPDR Barclays Capital Convertible SecETF (CWB) | 0.0 | $29k | 374.00 | 76.62 | |
| Kinder Morgan (KMI) | 0.0 | $29k | 1.0k | 28.53 | |
| Halliburton Company (HAL) | 0.0 | $28k | 1.1k | 25.37 | |
| Diamondback Energy (FANG) | 0.0 | $28k | 174.00 | 159.88 | |
| Motley Fool 100 Index Etf etf (TMFC) | 0.0 | $28k | 500.00 | 55.62 | |
| Vanguard Mun Bd Fd Inc tax-exempt bd (VTEB) | 0.0 | $28k | 560.00 | 49.62 | |
| Harley-Davidson (HOG) | 0.0 | $27k | 1.1k | 25.25 | |
| Ishares Tr 0-5yr hi yl cp (SHYG) | 0.0 | $27k | 625.00 | 42.52 | |
| Bath & Body Works In (BBWI) | 0.0 | $27k | 873.00 | 30.32 | |
| Ishares Tr esg usd corpt (SUSC) | 0.0 | $26k | 1.1k | 23.06 | |
| Vanguard Mega Cap 300 Growth Index ETF (MGK) | 0.0 | $26k | 85.00 | 308.88 | |
| A. O. Smith Corporation (AOS) | 0.0 | $26k | 400.00 | 65.36 | |
| Waters Corporation (WAT) | 0.0 | $26k | 70.00 | 368.57 | |
| A P Moller-maersk A/s (AMKAF) | 0.0 | $26k | 15.00 | 1712.27 | |
| Ishares U S Etf Tr Commodities Select Strategy Etf (COMT) | 0.0 | $26k | 969.00 | 26.47 | |
| Itt (ITT) | 0.0 | $25k | 194.00 | 129.16 | |
| Invesco Exchange Traded Fd Tr etf (PEY) | 0.0 | $25k | 1.1k | 21.47 | |
| Nuveen Barclays Shrt Term Muni bdfund (SHM) | 0.0 | $25k | 514.00 | 47.60 | |
| Estee Lauder Companies (EL) | 0.0 | $24k | 365.00 | 66.00 | |
| Archer Daniels Midland Company (ADM) | 0.0 | $24k | 500.00 | 48.01 | |
| Generac Holdings (GNRC) | 0.0 | $23k | 185.00 | 126.65 | |
| iShares Morningstar Large Growth (ILCG) | 0.0 | $23k | 286.00 | 80.99 | |
| First Trust Small Cap Cr AlphaDEX (FYX) | 0.0 | $23k | 257.00 | 90.09 | |
| Yum China Holdings (YUMC) | 0.0 | $23k | 443.00 | 52.06 | |
| AstraZeneca (AZN) | 0.0 | $23k | 313.00 | 73.50 | |
| Impact Shs Fds I Tr ywca womens etf (WOMN) | 0.0 | $23k | 600.00 | 38.29 | |
| Vanguard Malvern Fds strm infproidx (VTIP) | 0.0 | $23k | 452.00 | 49.94 | |
| Mueller Industries (MLI) | 0.0 | $22k | 286.00 | 76.14 | |
| Proshares Tr Bitcoin Strate (BITO) | 0.0 | $22k | 1.2k | 18.32 | |
| Cdw (CDW) | 0.0 | $21k | 129.00 | 160.27 | |
| WisdomTree Emerging Mkts Small Cp Div (DGS) | 0.0 | $20k | 423.00 | 48.31 | |
| SPDR DJ Wilshire Small Cap Growth (SLYG) | 0.0 | $20k | 246.00 | 83.00 | |
| BlackRock MuniYield New York Insured Fnd (MYN) | 0.0 | $20k | 2.1k | 9.93 | |
| Ansys (ANSS) | 0.0 | $20k | 64.00 | 316.56 | |
| Osi Etf Tr oshs gbl inter | 0.0 | $20k | 457.00 | 43.58 | |
| Nxp Semiconductors N V (NXPI) | 0.0 | $20k | 103.00 | 190.06 | |
| Carnival Corporation (CCL) | 0.0 | $20k | 1.0k | 19.53 | |
| Pimco Municipal Income Fund (PMF) | 0.0 | $19k | 2.2k | 8.84 | |
| iShares Dow Jones US Medical Dev. (IHI) | 0.0 | $19k | 318.00 | 60.19 | |
| Micron Technology (MU) | 0.0 | $19k | 220.00 | 86.89 | |
| Atmos Energy Corporation (ATO) | 0.0 | $19k | 122.00 | 154.58 | |
| Walgreen Boots Alliance | 0.0 | $19k | 1.7k | 11.17 | |
| Vontier Corporation (VNT) | 0.0 | $18k | 556.00 | 32.85 | |
| Kyndryl Holdings Ord Wi (KD) | 0.0 | $18k | 563.00 | 31.40 | |
| Honda Motor (HMC) | 0.0 | $18k | 650.00 | 27.13 | |
| NetApp (NTAP) | 0.0 | $18k | 200.00 | 87.84 | |
| Agilent Technologies Inc C ommon (A) | 0.0 | $18k | 150.00 | 116.98 | |
| Amcor (AMCR) | 0.0 | $17k | 1.8k | 9.70 | |
| iShares MSCI Sweden Index (EWD) | 0.0 | $17k | 414.00 | 42.08 | |
| Haleon Plc Spon Ads (HLN) | 0.0 | $17k | 1.7k | 10.29 | |
| Tor Dom Bk Cad (TD) | 0.0 | $17k | 284.00 | 59.94 | |
| First Solar (FSLR) | 0.0 | $17k | 134.00 | 126.43 | |
| Etsy (ETSY) | 0.0 | $17k | 350.00 | 47.18 | |
| Square Inc cl a (XYZ) | 0.0 | $16k | 300.00 | 54.33 | |
| Brunswick Corporation (BC) | 0.0 | $16k | 300.00 | 53.85 | |
| Smurfit WestRock (SW) | 0.0 | $16k | 356.00 | 45.06 | |
| Las Vegas Sands (LVS) | 0.0 | $16k | 412.00 | 38.63 | |
| Align Technology (ALGN) | 0.0 | $16k | 100.00 | 158.86 | |
| Organon & Co (OGN) | 0.0 | $15k | 1.0k | 14.89 | |
| Casey's General Stores (CASY) | 0.0 | $15k | 35.00 | 434.03 | |
| SPDR Dow Jones Global Real Estate (RWO) | 0.0 | $15k | 342.00 | 43.64 | |
| National Grid (NGG) | 0.0 | $15k | 226.00 | 65.62 | |
| DNP Select Income Fund (DNP) | 0.0 | $15k | 1.5k | 9.89 | |
| Kroger (KR) | 0.0 | $14k | 210.00 | 67.69 | |
| SPDR DJ Wilshire Large Cap Growth (SPYG) | 0.0 | $14k | 176.00 | 80.37 | |
| Darden Restaurants (DRI) | 0.0 | $14k | 68.00 | 207.76 | |
| Amentum Holdings (AMTM) | 0.0 | $14k | 775.00 | 18.20 | |
| Roku (ROKU) | 0.0 | $14k | 200.00 | 70.44 | |
| iShares Dow Jones US Consumer Goods (IYK) | 0.0 | $14k | 195.00 | 71.57 | |
| Universal Display Corporation (OLED) | 0.0 | $14k | 100.00 | 139.48 | |
| Arista Networks (ANET) | 0.0 | $14k | 180.00 | 77.48 | |
| Petrochina Co 'H'CNY1 | 0.0 | $14k | 17k | 0.81 | |
| Zillow Group Inc Cl C Cap Stk (Z) | 0.0 | $14k | 200.00 | 68.56 | |
| Vanguard Mega Cap 300 Value Index ETF (MGV) | 0.0 | $14k | 105.00 | 128.84 | |
| Ingredion Incorporated (INGR) | 0.0 | $14k | 100.00 | 135.21 | |
| Nuveen Ins Ny Tx Fr Adv Mun (NRK) | 0.0 | $14k | 1.3k | 10.30 | |
| Brookfield Infrastructure Part (BIP) | 0.0 | $13k | 450.00 | 29.75 | |
| Kenvue (KVUE) | 0.0 | $13k | 558.00 | 23.98 | |
| Osi Etf Tr oshars ftse us | 0.0 | $13k | 242.00 | 53.22 | |
| First Trust Morningstar Divid Ledr (FDL) | 0.0 | $13k | 295.00 | 43.44 | |
| Delta Air Lines (DAL) | 0.0 | $13k | 289.00 | 43.64 | |
| Financial Institutions (FISI) | 0.0 | $13k | 500.00 | 24.96 | |
| Spinnaker Etf Series (EUAD) | 0.0 | $12k | 365.00 | 33.53 | |
| Johnson Controls International Plc equity (JCI) | 0.0 | $12k | 152.00 | 80.11 | |
| Ishares Tr robotics artif (ARTY) | 0.0 | $12k | 387.00 | 31.43 | |
| WisdomTree Japan SmallCap Div (DFJ) | 0.0 | $12k | 153.00 | 79.27 | |
| Blackrock Etf Trust us eqt factor (DYNF) | 0.0 | $12k | 245.00 | 48.76 | |
| Portillos (PTLO) | 0.0 | $12k | 1.0k | 11.89 | |
| Global X Fds rbtcs artfl in (BOTZ) | 0.0 | $12k | 414.00 | 28.43 | |
| Ida (IDA) | 0.0 | $12k | 100.00 | 116.22 | |
| Neurocrine Biosciences (NBIX) | 0.0 | $12k | 105.00 | 110.60 | |
| Carlyle Group (CG) | 0.0 | $12k | 266.00 | 43.59 | |
| Ishares Inc etp (EWT) | 0.0 | $12k | 244.00 | 47.48 | |
| Brookfield Renewable Corp Cl A Ex Sub Vtg (BEPC) | 0.0 | $11k | 400.00 | 27.92 | |
| Fiat Chrysler Automobiles (STLA) | 0.0 | $11k | 1.0k | 11.10 | |
| iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) | 0.0 | $11k | 122.00 | 90.59 | |
| Invesco Municipal Income Opp Trust (OIA) | 0.0 | $11k | 1.8k | 6.02 | |
| J P Morgan Exchange Traded F ultra shrt (JPST) | 0.0 | $11k | 216.00 | 50.63 | |
| Lam Research (LRCX) | 0.0 | $11k | 150.00 | 72.70 | |
| Value Line (VALU) | 0.0 | $11k | 280.00 | 38.67 | |
| Celsius Holdings (CELH) | 0.0 | $11k | 300.00 | 35.62 | |
| Synchrony Financial (SYF) | 0.0 | $11k | 200.00 | 52.94 | |
| Crowdstrike Hldgs Inc cl a (CRWD) | 0.0 | $11k | 30.00 | 352.57 | |
| Ishares Tr msci norway etf (ENOR) | 0.0 | $11k | 405.00 | 25.95 | |
| iShares MSCI Switzerland Index Fund (EWL) | 0.0 | $10k | 200.00 | 51.79 | |
| Ishares Msci Finland Capped (EFNL) | 0.0 | $10k | 276.00 | 36.78 | |
| Digital World Acquisition Co Class A (DJT) | 0.0 | $10k | 516.00 | 19.54 | |
| Viatris (VTRS) | 0.0 | $10k | 1.2k | 8.71 | |
| Northern Trust Corporation (NTRS) | 0.0 | $9.9k | 100.00 | 98.65 | |
| Pimco Dynamic Incm Fund (PDI) | 0.0 | $9.6k | 487.00 | 19.80 | |
| Fortinet (FTNT) | 0.0 | $9.6k | 100.00 | 96.26 | |
| Chemung Financial Corp (CHMG) | 0.0 | $9.5k | 200.00 | 47.57 | |
| Schwab Emerging Markets Equity ETF (SCHE) | 0.0 | $9.4k | 342.00 | 27.50 | |
| Invesco Van Kampen Cal Val Mun Inc Trust (VCV) | 0.0 | $9.3k | 874.00 | 10.61 | |
| V.F. Corporation (VFC) | 0.0 | $9.2k | 595.00 | 15.52 | |
| Whirlpool Corporation (WHR) | 0.0 | $9.0k | 100.00 | 90.13 | |
| Electrovaya (ELVA) | 0.0 | $8.5k | 3.7k | 2.31 | |
| iShares MSCI South Korea Index Fund (EWY) | 0.0 | $8.5k | 157.00 | 54.04 | |
| LOGITECH INTERNATIONAL SA APP Com Stk (LOGI) | 0.0 | $8.4k | 100.00 | 83.58 | |
| Ark Etf Tr indl innovatin (ARKQ) | 0.0 | $8.3k | 126.00 | 66.26 | |
| Omni (OMC) | 0.0 | $8.3k | 100.00 | 82.91 | |
| American Electric Power Company (AEP) | 0.0 | $8.2k | 75.00 | 109.27 | |
| Public Storage (PSA) | 0.0 | $8.1k | 27.00 | 299.30 | |
| Western Alliance Bancorporation (WAL) | 0.0 | $8.0k | 104.00 | 76.84 | |
| Solventum Corp (SOLV) | 0.0 | $7.7k | 101.00 | 76.04 | |
| Nextracker (NXT) | 0.0 | $7.5k | 179.00 | 42.14 | |
| Wisdomtree Tr eur hdg smlcap (OPPE) | 0.0 | $7.5k | 178.00 | 42.33 | |
| British American Tobac (BTI) | 0.0 | $7.2k | 173.00 | 41.37 | |
| Alibaba Group Holding (BABA) | 0.0 | $7.1k | 54.00 | 132.22 | |
| Sempra Energy (SRE) | 0.0 | $7.1k | 100.00 | 71.36 | |
| Graphic Packaging Holding Company (GPK) | 0.0 | $7.0k | 269.00 | 25.96 | |
| Blackrock Etf Trust (LCTD) | 0.0 | $6.9k | 150.00 | 46.19 | |
| SPDR Barclays Capital High Yield B | 0.0 | $6.9k | 72.00 | 95.31 | |
| Ishares Msci Japan (EWJ) | 0.0 | $6.9k | 100.00 | 68.56 | |
| Proshares Trust Pet Care Etf pet care etf (PAWZ) | 0.0 | $6.8k | 130.00 | 52.25 | |
| Wolfspeed | 0.0 | $6.7k | 2.2k | 3.06 | |
| Rayonier (RYN) | 0.0 | $6.7k | 240.00 | 27.88 | |
| Zillow Group Inc Cl A (ZG) | 0.0 | $6.7k | 100.00 | 66.86 | |
| Take-Two Interactive Software (TTWO) | 0.0 | $6.6k | 32.00 | 207.25 | |
| Alcon (ALC) | 0.0 | $6.5k | 69.00 | 94.91 | |
| Barrick Gold Corp (GOLD) | 0.0 | $6.5k | 336.00 | 19.44 | |
| Goodyear Tire & Rubber Company (GT) | 0.0 | $6.5k | 705.00 | 9.24 | |
| Eaton Vance Tax-Managed Global Dive Eq (EXG) | 0.0 | $6.5k | 800.00 | 8.14 | |
| Pimco CA Muni. Income Fund II (PCK) | 0.0 | $6.4k | 1.1k | 5.64 | |
| Suburban Propane Partners (SPH) | 0.0 | $6.3k | 300.00 | 21.01 | |
| Ishares Msci Denmark Capped (EDEN) | 0.0 | $6.2k | 60.00 | 103.87 | |
| Rivian Automotive Inc Class A (RIVN) | 0.0 | $6.2k | 500.00 | 12.45 | |
| Vestas Wind Systems - Unsp (VWDRY) | 0.0 | $6.2k | 1.4k | 4.59 | |
| Tompkins Financial Corporation (TMP) | 0.0 | $6.0k | 95.00 | 62.98 | |
| Sirius XM Holdings (SIRI) | 0.0 | $5.6k | 250.00 | 22.54 | |
| New York Community Ban | 0.0 | $5.4k | 466.00 | 11.62 | |
| Occidental Petroleum Corp Warrant (OXY.WS) | 0.0 | $5.3k | 193.00 | 27.67 | |
| Invesco Solar Etf etf (TAN) | 0.0 | $5.3k | 175.00 | 30.46 | |
| Spdr Index Shs Fds s^p global nat res (GNR) | 0.0 | $5.3k | 100.00 | 53.25 | |
| Alexandria Real Estate Equities (ARE) | 0.0 | $5.2k | 56.00 | 92.52 | |
| Vail Resorts (MTN) | 0.0 | $5.1k | 32.00 | 160.04 | |
| Wendy's/arby's Group (WEN) | 0.0 | $5.1k | 349.00 | 14.65 | |
| Veeva Sys Inc cl a (VEEV) | 0.0 | $5.1k | 22.00 | 231.64 | |
| Newmont Mining Corporation (NEM) | 0.0 | $5.1k | 105.00 | 48.28 | |
| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 0.0 | $5.1k | 76.00 | 66.64 | |
| Eix 5.1 (SCE.PG) | 0.0 | $5.0k | 275.00 | 18.00 | |
| General Motors Company (GM) | 0.0 | $4.7k | 100.00 | 47.03 | |
| Baidu (BIDU) | 0.0 | $4.6k | 50.00 | 92.04 | |
| Lexington Rlty Trst Pref 6.50% p (LXP.PC) | 0.0 | $4.6k | 100.00 | 45.60 | |
| Viacomcbs (PARA) | 0.0 | $4.6k | 381.00 | 11.94 | |
| Nov (NOV) | 0.0 | $4.6k | 299.00 | 15.22 | |
| Deckers Outdoor Corporation (DECK) | 0.0 | $4.5k | 40.00 | 111.80 | |
| Oxford Square Ca (OXSQ) | 0.0 | $4.3k | 1.7k | 2.61 | |
| AvalonBay Communities (AVB) | 0.0 | $4.3k | 20.00 | 214.60 | |
| Ishares Tr esg 1 5 yr usd (SUSB) | 0.0 | $4.1k | 166.00 | 24.99 | |
| Blackrock Etf Trust Ii (BINC) | 0.0 | $4.1k | 79.00 | 52.38 | |
| Shopify Inc cl a (SHOP) | 0.0 | $3.8k | 40.00 | 95.47 | |
| Norwegian Cruise Line Hldgs (NCLH) | 0.0 | $3.8k | 200.00 | 18.96 | |
| Devon Energy Corporation (DVN) | 0.0 | $3.7k | 100.00 | 37.40 | |
| Manulife Finl Corp (MFC) | 0.0 | $3.7k | 118.00 | 31.15 | |
| Lamb Weston Hldgs (LW) | 0.0 | $3.5k | 66.00 | 53.30 | |
| Moelis & Co (MC) | 0.0 | $3.4k | 59.00 | 58.08 | |
| Telefonaktiebolaget LM Ericsson (ERIC) | 0.0 | $3.4k | 437.00 | 7.76 | |
| iShares S&P Moderate Allocation Fund ETF (AOM) | 0.0 | $3.3k | 75.00 | 43.88 | |
| LVMH Moet Hennessy Louis Vuitton SA (LVMUY) | 0.0 | $3.1k | 25.00 | 123.88 | |
| Dutch Bros (BROS) | 0.0 | $3.1k | 50.00 | 61.74 | |
| CONMED Corporation (CNMD) | 0.0 | $3.1k | 51.00 | 60.39 | |
| Viking Holdings (VIK) | 0.0 | $3.0k | 75.00 | 39.75 | |
| Lyft (LYFT) | 0.0 | $3.0k | 250.00 | 11.87 | |
| Vertiv Holdings Llc vertiv holdings (VRT) | 0.0 | $2.9k | 40.00 | 72.20 | |
| ConAgra Foods (CAG) | 0.0 | $2.7k | 103.00 | 26.67 | |
| Grayscale Ethereum Com Unt (ETHE) | 0.0 | $2.7k | 180.00 | 15.22 | |
| Schwab U S Broad Market ETF (SCHB) | 0.0 | $2.7k | 126.00 | 21.61 | |
| Dell Technologies (DELL) | 0.0 | $2.6k | 28.00 | 91.14 | |
| AES Corporation | 0.0 | $2.5k | 200.00 | 12.42 | |
| Brookfield Renewable Corp | 0.0 | $2.4k | 86.00 | 27.92 | |
| Southwest Airlines (LUV) | 0.0 | $2.4k | 70.00 | 33.59 | |
| Teekay Corporation (TK) | 0.0 | $2.3k | 350.00 | 6.57 | |
| Host Hotels & Resorts (HST) | 0.0 | $2.2k | 157.00 | 14.21 | |
| Ishares Tr esg us agr bd (EAGG) | 0.0 | $2.2k | 46.00 | 47.48 | |
| Virtus Investment Partners (VRTS) | 0.0 | $2.1k | 12.00 | 172.33 | |
| B&G Foods (BGS) | 0.0 | $2.1k | 300.00 | 6.87 | |
| Ishares Tr (EUSB) | 0.0 | $2.0k | 47.00 | 43.32 | |
| Nano X Imaging (NNOX) | 0.0 | $2.0k | 400.00 | 5.00 | |
| iShares S&P Global Energy Sector (IXC) | 0.0 | $1.9k | 46.00 | 42.07 | |
| AllianceBernstein Global Hgh Incm (AWF) | 0.0 | $1.9k | 175.00 | 10.73 | |
| Icahn Enterprises (IEP) | 0.0 | $1.8k | 200.00 | 9.06 | |
| Synovus Finl (SNV) | 0.0 | $1.7k | 37.00 | 47.19 | |
| Illumina (ILMN) | 0.0 | $1.6k | 20.00 | 79.35 | |
| Delphi Automotive Inc international | 0.0 | $1.5k | 25.00 | 59.52 | |
| Vectrus (VVX) | 0.0 | $1.5k | 30.00 | 49.07 | |
| Robinhood Mkts (HOOD) | 0.0 | $1.5k | 35.00 | 41.63 | |
| Pgim Etf Tr actv hy bd etf (PHYL) | 0.0 | $1.2k | 35.00 | 34.83 | |
| Brc Inc Com Cl A (BRCC) | 0.0 | $1.2k | 575.00 | 2.09 | |
| Cava Group Ord (CAVA) | 0.0 | $1.1k | 13.00 | 86.38 | |
| Under Armour Inc Cl C (UA) | 0.0 | $1.1k | 185.00 | 5.95 | |
| On Hldg (ONON) | 0.0 | $1.1k | 25.00 | 43.92 | |
| Marriott Vacations Wrldwde Cp (VAC) | 0.0 | $1.1k | 17.00 | 64.24 | |
| JetBlue Airways Corporation (JBLU) | 0.0 | $1.0k | 215.00 | 4.82 | |
| First Trust NASDAQ Clean Edge Green (QCLN) | 0.0 | $1.0k | 35.00 | 28.63 | |
| Vaneck Vectors Etf Tr bdc income etf (BIZD) | 0.0 | $988.999300 | 59.00 | 16.76 | |
| New York Cmnty Bancorp (FLG) | 0.0 | $964.003500 | 83.00 | 11.61 | |
| Svitzer Group A S Ord (SVZRF) | 0.0 | $948.000000 | 30.00 | 31.60 | |
| Global X Fds glb x lithium (LIT) | 0.0 | $931.000800 | 24.00 | 38.79 | |
| Gerdau SA (GGB) | 0.0 | $892.011200 | 314.00 | 2.84 | |
| Snap Inc cl a (SNAP) | 0.0 | $871.000000 | 100.00 | 8.71 | |
| Chimera Investment Corp etf | 0.0 | $846.997800 | 66.00 | 12.83 | |
| Intercontinental Hotels Group (IHG) | 0.0 | $766.999800 | 7.00 | 109.57 | |
| Nextdoor Holding (NXDR) | 0.0 | $765.000000 | 500.00 | 1.53 | |
| Mcewen Mng (MUX) | 0.0 | $755.000000 | 100.00 | 7.55 | |
| Ssr Mining (SSRM) | 0.0 | $752.002500 | 75.00 | 10.03 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 0.0 | $737.000000 | 2.00 | 368.50 | |
| Capital Southwest Corporation (CSWC) | 0.0 | $659.001000 | 30.00 | 21.97 | |
| Brighthouse Finl (BHF) | 0.0 | $638.000000 | 11.00 | 58.00 | |
| Invesco Exchng Traded Fd Tr s&p 500 momntm (SPMO) | 0.0 | $555.000000 | 6.00 | 92.50 | |
| Ambarella (AMBA) | 0.0 | $503.000000 | 10.00 | 50.30 | |
| Vale (VALE) | 0.0 | $499.000000 | 50.00 | 9.98 | |
| Sandoz Group (SDZNY) | 0.0 | $461.000100 | 11.00 | 41.91 | |
| Ouster | 0.0 | $449.000000 | 50.00 | 8.98 | |
| Rayonier Advanced Matls (RYAM) | 0.0 | $437.000000 | 76.00 | 5.75 | |
| Under Armour (UAA) | 0.0 | $313.000000 | 50.00 | 6.26 | |
| Grayscale Ethereum Mini Trust Etf (ETH) | 0.0 | $309.999600 | 18.00 | 17.22 | |
| Sonos (SONO) | 0.0 | $267.000000 | 25.00 | 10.68 | |
| Tidewater (TDW) | 0.0 | $253.999800 | 6.00 | 42.33 | |
| Sirius Xm Holdings | 0.0 | $225.000000 | 10.00 | 22.50 | |
| Vaneck Vectors Social Sentiment Etf (BUZZ) | 0.0 | $200.999700 | 9.00 | 22.33 | |
| Better Choice | 0.0 | $196.000200 | 114.00 | 1.72 | |
| Greenpower Mtr (GP) | 0.0 | $174.012800 | 356.00 | 0.49 | |
| Lands' End (LE) | 0.0 | $143.000200 | 14.00 | 10.21 | |
| Docusign (DOCU) | 0.0 | $81.000000 | 1.00 | 81.00 | |
| Grail (GRAL) | 0.0 | $77.000100 | 3.00 | 25.67 | |
| Plug Power (PLUG) | 0.0 | $68.000000 | 50.00 | 1.36 | |
| Crispr Therapeutics (CRSP) | 0.0 | $68.000000 | 2.00 | 34.00 | |
| Vanguard Whitehall Fds Inc emerg mkt bd etf (VWOB) | 0.0 | $64.000000 | 1.00 | 64.00 | |
| SPDR FTSE/Macquarie Global Infra (GII) | 0.0 | $62.000000 | 1.00 | 62.00 | |
| Aurora Cannabis (ACB) | 0.0 | $47.999600 | 11.00 | 4.36 | |
| Schwab Strategic Tr schwb fdt int sc (FNDC) | 0.0 | $36.000000 | 1.00 | 36.00 | |
| Ocugen (OCGN) | 0.0 | $35.000000 | 50.00 | 0.70 | |
| Mind Medicine Mindmed (MNMD) | 0.0 | $34.999800 | 6.00 | 5.83 | |
| Cronos Group (CRON) | 0.0 | $18.000000 | 10.00 | 1.80 | |
| Beyond Meat (BYND) | 0.0 | $15.000000 | 5.00 | 3.00 | |
| Allbirds Cl A Ord | 0.0 | $13.000000 | 2.00 | 6.50 | |
| Canopy Gro | 0.0 | $2.000000 | 2.00 | 1.00 | |
| Savient Pharmaceuticals | 0.0 | $0 | 500.00 | 0.00 | |
| Sunpower (SPWRQ) | 0.0 | $0 | 6.00 | 0.00 | |
| Transcoastal (TCEC) | 0.0 | $0 | 244k | 0.00 | |
| Alterrus Sys Inc Com fgn | 0.0 | $0 | 22.00 | 0.00 | |
| Vision Technology (VSTCQ) | 0.0 | $0 | 100.00 | 0.00 | |
| Medclean Techs Par$.0001 | 0.0 | $0 | 1.00 | 0.00 | |
| Predictive Technology Group In (PREDQ) | 0.0 | $0 | 5.00 | 0.00 | |
| Healthier Choices Ma (HCMC) | 0.0 | $0 | 500k | 0.00 | |
| Helios & Matheson Analytics In Com Par (HMNY) | 0.0 | $0 | 15k | 0.00 | |
| Generex Biotechnology Corp | 0.0 | $0 | 235.00 | 0.00 | |
| Altaba | 0.0 | $0 | 33.00 | 0.00 | |
| Flowr Corp (FLWPF) | 0.0 | $0 | 100.00 | 0.00 | |
| Hereuare Inc Xxx | 0.0 | $0 | 7.00 | 0.00 | |
| Humbl (HMBL) | 0.0 | $0 | 125.00 | 0.00 | |
| Advanced Sys Enterprises | 0.0 | $0 | 1.0k | 0.00 | |
| Nugenerex Immuno-Oncolog | 0.0 | $0 | 67.00 | 0.00 | |
| Nugenerex Immuno-Oncoxxx | 0.0 | $0 | 42.00 | 0.00 |