Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
---|---|---|---|
Apple Inc | 522,030 | -46,293 | $100,506 |
AAPL | 522,030 | -46,293 | $100,506 |
Microsoft Corp | 178,974 | -19,481 | $67,301 |
MSFT | 178,974 | -19,481 | $67,301 |
Alphabet Inc Cap Stk Cl C | 351,053 | -12,083 | $49,474 |
GOOG | 351,053 | -12,083 | $49,474 |
Amazon Com Inc | 290,292 | -7,818 | $44,107 |
AMZN | 290,292 | -7,818 | $44,107 |
Berkshire Hathaway Inc Del Cl B New | $40,370 | ||
BRK.B | 113,189 | -5,695 | $40,370 |
Costco Wholesale Corporation | 47,748 | -2,436 | $31,518 |
COST | 47,748 | -2,436 | $31,518 |
JP Morgan Chase & Co | 164,754 | -33,009 | $28,025 |
JPM | 164,754 | -33,009 | $28,025 |
Mastercard Inc | 59,683 | -2,239 | $25,455 |
MA | 59,683 | -2,239 | $25,455 |
Accenture PLC Ireland | 69,986 | -1,957 | $24,559 |
ACN | 69,986 | -1,957 | $24,559 |
Blackrock Inc | 28,103 | -740 | $22,814 |
BLK | 28,103 | -740 | $22,814 |
Johnson & Johnson | 141,709 | -16,720 | $22,211 |
JNJ | 141,709 | -16,720 | $22,211 |
Abbvie Inc | 139,860 | -19,306 | $21,674 |
ABBV | 139,860 | -19,306 | $21,674 |
Thermo Fisher Scientific Inc | 38,191 | +557 | $20,271 |
TMO | 38,191 | +557 | $20,271 |
Palo Alto Networks Inc | 68,034 | +880 | $20,062 |
PANW | 68,034 | +880 | $20,062 |
Applied Materials Inc | 122,373 | -5,524 | $19,833 |
AMAT | 122,373 | -5,524 | $19,833 |
Union Pacific Corp | 79,905 | +251 | $19,626 |
UNP | 79,905 | +251 | $19,626 |
Procter & Gamble Co | 130,675 | -3,736 | $19,149 |
PG | 130,675 | -3,736 | $19,149 |
Honeywell Intl Inc | 88,529 | -4,335 | $18,565 |
HON | 88,529 | -4,335 | $18,565 |
Abbott Laboratories | 168,006 | -19,823 | $18,492 |
ABT | 168,006 | -19,823 | $18,492 |
Home Depot | 52,996 | -1,711 | $18,366 |
HD | 52,996 | -1,711 | $18,366 |
Pepsico Inc | 107,176 | -11,921 | $18,203 |
PEP | 107,176 | -11,921 | $18,203 |
Lowes Companies Inc | 80,027 | -5,346 | $17,810 |
LOW | 80,027 | -5,346 | $17,810 |
Nextera Energy Inc | 280,038 | +35,732 | $17,010 |
NEE | 280,038 | +35,732 | $17,010 |
Meta Platforms Inc | 46,743 | +4,550 | $16,545 |
META | 46,743 | +4,550 | $16,545 |
Becton Dickinson & Company | 64,496 | -1,990 | $15,726 |
BDX | 64,496 | -1,990 | $15,726 |
Intuit | 23,073 | +350 | $14,421 |
INTU | 23,073 | +350 | $14,421 |
UnitedHealth Group Inc | 27,272 | +2,661 | $14,358 |
UNH | 27,272 | +2,661 | $14,358 |
Comcast Corp Cl A | 322,537 | -16,211 | $14,143 |
CMCSA | 322,537 | -16,211 | $14,143 |
I Shares Core S&P Small Cap ETF (IJR) | 130,085 | -10,824 | $14,082 |
IJR | 130,085 | -10,824 | $14,082 |
Visa Inc | 53,227 | +1,263 | $13,858 |
V | 53,227 | +1,263 | $13,858 |
Starbucks Corp | 141,145 | +1,553 | $13,551 |
SBUX | 141,145 | +1,553 | $13,551 |
McDonalds Corp | 43,765 | -150 | $12,977 |
MCD | 43,765 | -150 | $12,977 |
Merck & Co Inc New | 117,531 | -11,726 | $12,813 |
MRK | 117,531 | -11,726 | $12,813 |
Ecolab Inc | 63,589 | -1,332 | $12,613 |
ECL | 63,589 | -1,332 | $12,613 |
I Shares Core S&P Mid Cap ETF (IJH) | 44,890 | -3,539 | $12,441 |
IJH | 44,890 | -3,539 | $12,441 |
American Tower REIT | 56,338 | +30 | $12,162 |
AMT | 56,338 | +30 | $12,162 |
Vanguard Short Term Inflation Prot Secs ETF (VTIP) | 252,595 | -59,572 | $11,996 |
VTIP | 252,595 | -59,572 | $11,996 |
Alphabet Inc Cap Stk Cl A | 85,369 | -2,866 | $11,925 |
GOOGL | 85,369 | -2,866 | $11,925 |
Air Products & Chemical Inc | 42,899 | -2,189 | $11,746 |
APD | 42,899 | -2,189 | $11,746 |
Emerson Electric Co | 119,395 | +4,055 | $11,621 |
EMR | 119,395 | +4,055 | $11,621 |
Nvidia Corporation | 23,335 | +9,094 | $11,556 |
NVDA | 23,335 | +9,094 | $11,556 |
CVS Health Corp | 145,287 | -22,540 | $11,472 |
CVS | 145,287 | -22,540 | $11,472 |
Automatic Data Processing | 48,940 | -9,677 | $11,402 |
ADP | 48,940 | -9,677 | $11,402 |
Eaton Corp PLC | 46,464 | -2,177 | $11,189 |
ETN | 46,464 | -2,177 | $11,189 |
Analog Devices Inc | 56,156 | -15,231 | $11,150 |
ADI | 56,156 | -15,231 | $11,150 |
Chevron Corporation | 73,390 | -11,274 | $10,947 |
CVX | 73,390 | -11,274 | $10,947 |
Adobe Inc | 17,452 | +549 | $10,412 |
ADBE | 17,452 | +549 | $10,412 |
Illinois Tool Wks Inc | 38,862 | -3,493 | $10,180 |
ITW | 38,862 | -3,493 | $10,180 |
CME Group Inc | 47,968 | +137 | $10,102 |
CME | 47,968 | +137 | $10,102 |
Booking Holdings Inc | 2,790 | -88 | $9,897 |
BKNG | 2,790 | -88 | $9,897 |
Realty Income Corporation | 170,087 | +3,738 | $9,766 |
O | 170,087 | +3,738 | $9,766 |
Cisco Sys Inc | 188,282 | -203 | $9,512 |
CSCO | 188,282 | -203 | $9,512 |
Salesforce Inc | 36,090 | +175 | $9,497 |
CRM | 36,090 | +175 | $9,497 |
Pfizer Inc | 319,709 | -49,871 | $9,204 |
PFE | 319,709 | -49,871 | $9,204 |
Nike Inc Cl B | 84,306 | -12,567 | $9,153 |
NKE | 84,306 | -12,567 | $9,153 |
Enbridge Inc | 251,090 | -50,711 | $9,044 |
ENB | 251,090 | -50,711 | $9,044 |
Church & Dwight Co Inc | 82,980 | -13,340 | $7,847 |
CHD | 82,980 | -13,340 | $7,847 |
Exxon Mobil Corp | 77,963 | -19,450 | $7,795 |
XOM | 77,963 | -19,450 | $7,795 |
Wal Mart Stores Inc | 46,187 | +5,621 | $7,281 |
WMT | 46,187 | +5,621 | $7,281 |
Stryker Corp | 23,986 | -3,802 | $7,183 |
SYK | 23,986 | -3,802 | $7,183 |
TJX Cos Inc | 74,442 | -5,526 | $6,983 |
TJX | 74,442 | -5,526 | $6,983 |
Disney Walt Company | 76,998 | -18,324 | $6,952 |
DIS | 76,998 | -18,324 | $6,952 |
3M | 63,518 | -4,062 | $6,944 |
MMM | 63,518 | -4,062 | $6,944 |
Intercontinental Exchange Inc (ICE) | 53,529 | +2,624 | $6,875 |
ICE | 53,529 | +2,624 | $6,875 |
Vanguard FTSE Dev Mkts ETF (VEA) | 143,058 | -1,620 | $6,852 |
VEA | 143,058 | -1,620 | $6,852 |
Deere & Co | 16,561 | +457 | $6,622 |
DE | 16,561 | +457 | $6,622 |
Lockheed Martin Corp | 13,696 | -705 | $6,208 |
LMT | 13,696 | -705 | $6,208 |
Spdr S&P 500 Etf Trust (SPY) | 12,414 | -405 | $5,900 |
SPY | 12,414 | -405 | $5,900 |
Medtronic Hldg Ltd | 67,755 | -5,303 | $5,582 |
MDT | 67,755 | -5,303 | $5,582 |
Autodesk Inc | 22,846 | +273 | $5,563 |
ADSK | 22,846 | +273 | $5,563 |
McCormick & Co Inc | 81,107 | -13,768 | $5,549 |
MKC | 81,107 | -13,768 | $5,549 |
Ishares S&P 500 Index Fund (IVV) | 11,605 | +315 | $5,543 |
IVV | 11,605 | +315 | $5,543 |
Norfolk Southern Corp | 23,255 | -4,581 | $5,497 |
NSC | 23,255 | -4,581 | $5,497 |
Paychex Inc | 45,256 | -1,945 | $5,390 |
PAYX | 45,256 | -1,945 | $5,390 |
Constellation Brands Inc | 22,268 | -780 | $5,383 |
STZ | 22,268 | -780 | $5,383 |
Intl Business Machines | 32,817 | -3,596 | $5,367 |
IBM | 32,817 | -3,596 | $5,367 |
Vanguard FTSE All World ex US ETF (VEU) | 93,430 | +338 | $5,245 |
VEU | 93,430 | +338 | $5,245 |
Chubb Ltd | 22,593 | -706 | $5,106 |
CB | 22,593 | -706 | $5,106 |
Amgen Inc | 17,644 | -6,197 | $5,082 |
AMGN | 17,644 | -6,197 | $5,082 |
Waste Management Inc New | 28,278 | +1,157 | $5,065 |
WM | 28,278 | +1,157 | $5,065 |
Cigna Group | 16,886 | +509 | $5,057 |
CI | 16,886 | +509 | $5,057 |
Vanguard Dividend Appreciation ETF (VIG) | 28,912 | -760 | $4,927 |
VIG | 28,912 | -760 | $4,927 |
Verizon Communications Inc | 125,177 | -29,517 | $4,719 |
VZ | 125,177 | -29,517 | $4,719 |
Invesco QQQ Trust ETF (QQQ) | 11,316 | +152 | $4,634 |
QQQ | 11,316 | +152 | $4,634 |
Danaher Corp | 19,307 | -1,956 | $4,466 |
DHR | 19,307 | -1,956 | $4,466 |
Novartis AG ADR | 44,185 | -8,749 | $4,461 |
NVS | 44,185 | -8,749 | $4,461 |
Diageo PLC Spons ADR New | 29,804 | -5,322 | $4,341 |
DEO | 29,804 | -5,322 | $4,341 |
Penske Automotive Group Inc | 26,508 | -874 | $4,255 |
PAG | 26,508 | -874 | $4,255 |
Vanguard Idx Fds S&P 500 ETF (VOO) | 9,652 | +467 | $4,216 |
VOO | 9,652 | +467 | $4,216 |
Vanguard Emerging Markets ETF (VWO) | 99,609 | -20,987 | $4,094 |
VWO | 99,609 | -20,987 | $4,094 |
Eli Lilly & Company | 6,935 | -469 | $4,043 |
LLY | 6,935 | -469 | $4,043 |
Bank Of America Corp | 118,607 | -20,591 | $3,993 |
BAC | 118,607 | -20,591 | $3,993 |
Tesla Motors Inc | 16,015 | -2,138 | $3,979 |
TSLA | 16,015 | -2,138 | $3,979 |
MSC Industrial Direct Co Cl A | 38,937 | -1,023 | $3,943 |
MSM | 38,937 | -1,023 | $3,943 |
Oracle Corporation | 36,523 | -4,574 | $3,851 |
ORCL | 36,523 | -4,574 | $3,851 |
Kimberly Clark Corp | 30,814 | +432 | $3,744 |
KMB | 30,814 | +432 | $3,744 |
Linde PLC | 8,760 | -850 | $3,598 |
LIN | 8,760 | -850 | $3,598 |
Caterpillar Inc | 12,130 | -2,015 | $3,586 |
CAT | 12,130 | -2,015 | $3,586 |
Intel Corp | 70,288 | -25,859 | $3,532 |
INTC | 70,288 | -25,859 | $3,532 |
Coca Cola Co | 56,917 | -12,804 | $3,354 |
KO | 56,917 | -12,804 | $3,354 |
Mondelez Intl Inc | 45,816 | -36,471 | $3,318 |
MDLZ | 45,816 | -36,471 | $3,318 |
LAM Research Corp | 4,224 | -381 | $3,308 |
LRCX | 4,224 | -381 | $3,308 |
Allstate Corp | 22,958 | -794 | $3,214 |
ALL | 22,958 | -794 | $3,214 |
Clorox Company | 21,634 | -2,130 | $3,085 |
CLX | 21,634 | -2,130 | $3,085 |
US Bancorp Del | 70,994 | -27,846 | $3,073 |
USB | 70,994 | -27,846 | $3,073 |
Vanguard Bond Index Fd ETF (BND) | 41,377 | -569 | $3,043 |
BND | 41,377 | -569 | $3,043 |
Crown Holdings Inc | 29,745 | -4,501 | $2,739 |
CCK | 29,745 | -4,501 | $2,739 |
American Express Co | 14,364 | -12,238 | $2,691 |
AXP | 14,364 | -12,238 | $2,691 |
Brookfield Corp | 66,228 | -14,619 | $2,657 |
BN | 66,228 | -14,619 | $2,657 |
Taiwan Semiconductor Manufacturing Co | 25,528 | +7,416 | $2,655 |
TSM | 25,528 | +7,416 | $2,655 |
Bristol Myers Squibb Co | 49,754 | -51,322 | $2,553 |
BMY | 49,754 | -51,322 | $2,553 |
Vanguard Total Stock Mkt ETF (VTI) | 10,702 | +87 | $2,539 |
VTI | 10,702 | +87 | $2,539 |
S&P Global Inc | 5,744 | -295 | $2,530 |
SPGI | 5,744 | -295 | $2,530 |
Capital One Financial Corp | 19,217 | -9,191 | $2,520 |
COF | 19,217 | -9,191 | $2,520 |
Vanguard High Dividend Yld ETF (VYM) | 21,538 | -1,358 | $2,404 |
VYM | 21,538 | -1,358 | $2,404 |
Toronto Dominion Bank New | 36,945 | -13,232 | $2,387 |
TD | 36,945 | -13,232 | $2,387 |
Broadcom Inc | 2,066 | +76 | $2,306 |
AVGO | 2,066 | +76 | $2,306 |
Unilever PLC ADR | 41,498 | -7,652 | $2,012 |
UL | 41,498 | -7,652 | $2,012 |
Texas Instruments Inc | 11,548 | -2,246 | $1,968 |
TXN | 11,548 | -2,246 | $1,968 |
Conocophillips | 16,211 | -786 | $1,882 |
COP | 16,211 | -786 | $1,882 |
Flexshares Quality Divd Index ETF (QDF) | 30,278 | UNCH | $1,863 |
QDF | 30,278 | UNCH | $1,863 |
Cheniere Energy Inc New | 10,856 | +629 | $1,853 |
LNG | 10,856 | +629 | $1,853 |
Novo Nordisk A S ADR | 17,891 | -10,421 | $1,851 |
NVO | 17,891 | -10,421 | $1,851 |
Target Corp | 12,811 | -1,246 | $1,825 |
TGT | 12,811 | -1,246 | $1,825 |
Dow Inc | 32,580 | -12,568 | $1,787 |
DOW | 32,580 | -12,568 | $1,787 |
Carrier Global Corporation | 31,016 | -9,593 | $1,782 |
CARR | 31,016 | -9,593 | $1,782 |
Colgate Palmolive Co | 22,154 | -9,530 | $1,766 |
CL | 22,154 | -9,530 | $1,766 |
Spdr Gold Shares (GLD) | 9,005 | -147 | $1,721 |
GLD | 9,005 | -147 | $1,721 |
AT&T Inc | 99,790 | -46,808 | $1,674 |
T | 99,790 | -46,808 | $1,674 |
M & T Bank Corporation | 11,908 | -4,205 | $1,632 |
MTB | 11,908 | -4,205 | $1,632 |
Paypal Hldgs Inc | 26,500 | -5,638 | $1,627 |
PYPL | 26,500 | -5,638 | $1,627 |
Sysco Corp | 21,979 | -5,077 | $1,607 |
SYY | 21,979 | -5,077 | $1,607 |
Vanguard Small Cap ETF (VB) | 7,363 | +116 | $1,571 |
VB | 7,363 | +116 | $1,571 |
Invesco Solar ETF (TAN) | 29,017 | -6,441 | $1,548 |
TAN | 29,017 | -6,441 | $1,548 |
General Mills Inc | 23,109 | -4,288 | $1,505 |
GIS | 23,109 | -4,288 | $1,505 |
Southern Co | 21,379 | -1,399 | $1,499 |
SO | 21,379 | -1,399 | $1,499 |
Dupont De Nemours Inc | 19,296 | -1,972 | $1,484 |
DD | 19,296 | -1,972 | $1,484 |
General Dynamics Corp | 5,529 | -1,447 | $1,436 |
GD | 5,529 | -1,447 | $1,436 |
Cummins Inc | 5,958 | -284 | $1,427 |
CMI | 5,958 | -284 | $1,427 |
Price T Rowe Group Inc | 13,228 | -369 | $1,425 |
TROW | 13,228 | -369 | $1,425 |
Vanguard Small Cap Value ETF (VBR) | 7,746 | -94 | $1,394 |
VBR | 7,746 | -94 | $1,394 |
Truist Finl Corp | 37,494 | -7,195 | $1,384 |
TFC | 37,494 | -7,195 | $1,384 |
T Mobile US Inc | 8,540 | +5,045 | $1,369 |
TMUS | 8,540 | +5,045 | $1,369 |
Duke Energy Corp New | 13,782 | -3,937 | $1,337 |
DUK | 13,782 | -3,937 | $1,337 |
I Shares MSCI EAFE Index Fd (EFA) | 17,404 | -521 | $1,311 |
EFA | 17,404 | -521 | $1,311 |
Genuine Parts Co | 9,366 | -2,569 | $1,297 |
GPC | 9,366 | -2,569 | $1,297 |
ABB Ltd ADR | 29,052 | -4,799 | $1,288 |
Com | 29,052 | -4,799 | $1,288 |
Ishares S&P Midcap 400 Growth Index Fund (IJK) | 16,110 | -868 | $1,276 |
IJK | 16,110 | -868 | $1,276 |
Autozone Inc | 487 | UNCH | $1,259 |
AZO | 487 | UNCH | $1,259 |
Qualcomm Inc | 8,532 | -545 | $1,234 |
QCOM | 8,532 | -545 | $1,234 |
Philip Morris Intl Inc | 13,042 | -2,581 | $1,227 |
PM | 13,042 | -2,581 | $1,227 |
Vanguard Mid Cap ETF (VO) | 5,265 | +224 | $1,225 |
VO | 5,265 | +224 | $1,225 |
United Parcel Svc Inc Cl B | 7,768 | -604 | $1,221 |
UPS | 7,768 | -604 | $1,221 |
SPDR S&P Dividend ETF (SDY) | 9,476 | -1,457 | $1,184 |
SDY | 9,476 | -1,457 | $1,184 |
First Solar Inc | 6,769 | -587 | $1,166 |
FSLR | 6,769 | -587 | $1,166 |
Otis Worldwide Corp | 12,785 | -2,969 | $1,144 |
OTIS | 12,785 | -2,969 | $1,144 |
Verisign Inc | 5,525 | UNCH | $1,138 |
VRSN | 5,525 | UNCH | $1,138 |
Atmos Energy Corp | 9,548 | -6,040 | $1,107 |
ATO | 9,548 | -6,040 | $1,107 |
Travelers Cos Inc | 5,799 | +1,802 | $1,105 |
TRV | 5,799 | +1,802 | $1,105 |
Consolidated Edison Inc | 12,034 | -8,760 | $1,095 |
ED | 12,034 | -8,760 | $1,095 |
Arrow Financial Corp | 38,915 | -190 | $1,087 |
AROW | 38,915 | -190 | $1,087 |
Ebay Inc | 24,881 | -4,757 | $1,085 |
EBAY | 24,881 | -4,757 | $1,085 |
Intuitive Surgical Inc | 3,187 | -1,397 | $1,075 |
ISRG | 3,187 | -1,397 | $1,075 |
Corteva Inc | 22,272 | +17,558 | $1,067 |
CTVA | 22,272 | +17,558 | $1,067 |
Vanguard Intermediate Term Bond ETF (BIV) | 13,304 | +284 | $1,016 |
BIV | 13,304 | +284 | $1,016 |
Vanguard Mid Cap Value ETF (VOE) | 7,000 | -336 | $1,015 |
VOE | 7,000 | -336 | $1,015 |
Laboratory Corp Amer Hldgs New | 4,413 | +1,393 | $1,003 |
LH | 4,413 | +1,393 | $1,003 |
Cardinal Health Inc | 9,887 | -945 | $997 |
CAH | 9,887 | -945 | $997 |
Berkley W R Corp | 13,757 | -285 | $973 |
WRB | 13,757 | -285 | $973 |
Aflac Incorporated | 11,423 | -387 | $942 |
AFL | 11,423 | -387 | $942 |
Vanguard Short Term Bond ETF (BSV) | 11,798 | -12,058 | $909 |
BSV | 11,798 | -12,058 | $909 |
Morgan Stanley | 9,502 | -1,579 | $886 |
MS | 9,502 | -1,579 | $886 |
Markel Group Inc | 617 | +16 | $876 |
MKL | 617 | +16 | $876 |
Fidelity Natl Information Svcs Inc | 14,092 | -2,297 | $847 |
FIS | 14,092 | -2,297 | $847 |
Digital Realty Trust Inc | 6,229 | -2,777 | $838 |
DLR | 6,229 | -2,777 | $838 |
Boeing Company | 3,176 | -1,213 | $828 |
BA | 3,176 | -1,213 | $828 |
Ishares Barclays TIPs Bond ETF (TIP) | 7,707 | -1,991 | $828 |
TIP | 7,707 | -1,991 | $828 |
Vanguard Growth ETF (VUG) | 2,586 | UNCH | $804 |
VUG | 2,586 | UNCH | $804 |
Waters Corp | 2,425 | -59 | $798 |
WAT | 2,425 | -59 | $798 |
Dominion Energy Inc | 16,876 | -16,265 | $793 |
D | 16,876 | -16,265 | $793 |
Warner Bros Discovery Inc | 67,739 | -9,003 | $771 |
WBD | 67,739 | -9,003 | $771 |
Gilead Sciences Inc | 9,486 | +1,220 | $768 |
GILD | 9,486 | +1,220 | $768 |
Vanguard Value ETF (VTV) | 5,079 | +35 | $759 |
VTV | 5,079 | +35 | $759 |
Xylem Inc | 6,626 | -151 | $758 |
XYL | 6,626 | -151 | $758 |
Stonex Group Inc | 10,240 | +3,413 | $756 |
SNEX | 10,240 | +3,413 | $756 |
Dover Corp | 4,888 | -34 | $752 |
DOV | 4,888 | -34 | $752 |
Occidental Petroleum Corp | 12,039 | -2,309 | $719 |
OXY | 12,039 | -2,309 | $719 |
Fedex Corp | 2,727 | +208 | $690 |
FDX | 2,727 | +208 | $690 |
KLA Corporation | 1,180 | +490 | $686 |
KLAC | 1,180 | +490 | $686 |
IShares Global Clean Energy ETF (ICLN) | 42,562 | +6,099 | $663 |
ICLN | 42,562 | +6,099 | $663 |
Coterra Energy Inc | 25,581 | -733 | $653 |
CTRA | 25,581 | -733 | $653 |
Prestige Brand Holdings | 10,326 | -5,418 | $632 |
PBH | 10,326 | -5,418 | $632 |
SPDR S&P MidCap 400 (MDY) | 1,239 | +152 | $629 |
MDY | 1,239 | +152 | $629 |
Shell PLC | 9,178 | -726 | $604 |
SHEL | 9,178 | -726 | $604 |
SPDR Dow Jones Industrial Avg (DIA) | 1,582 | -163 | $596 |
DIA | 1,582 | -163 | $596 |
Kellanova | 10,653 | -8,463 | $596 |
K | 10,653 | -8,463 | $596 |
CSX Corp | 16,620 | -51,750 | $576 |
CSX | 16,620 | -51,750 | $576 |
Biogen Inc | 2,194 | -74 | $568 |
BIIB | 2,194 | -74 | $568 |
Simon Ppty Group Inc New | 3,966 | +863 | $566 |
SPG | 3,966 | +863 | $566 |
General Electric Co | 4,367 | -1,079 | $557 |
GE | 4,367 | -1,079 | $557 |
iShares MSCI USA ESG Select Index (SUSA) | 5,537 | UNCH | $557 |
SUSA | 5,537 | UNCH | $557 |
Boston Beer Inc Cl A | 1,580 | UNCH | $546 |
SAM | 1,580 | UNCH | $546 |
Wells Fargo & Company New | 11,096 | -566 | $546 |
WFC | 11,096 | -566 | $546 |
Nucor Corp | 3,085 | -579 | $537 |
NUE | 3,085 | -579 | $537 |
Sealed Air Corp New | 14,531 | -2,945 | $531 |
SEE | 14,531 | -2,945 | $531 |
Marriott International Inc Cl A | 2,338 | +1,036 | $527 |
MAR | 2,338 | +1,036 | $527 |
Rockwell Automation Inc | 1,697 | UNCH | $527 |
ROK | 1,697 | UNCH | $527 |
Golub Capital BDC Inc | 34,355 | UNCH | $519 |
GBDC | 34,355 | UNCH | $519 |
Parker Hannifin Corp | 1,117 | -334 | $515 |
PH | 1,117 | -334 | $515 |
SS&C Technologies Hldgs Inc | 7,981 | -3,764 | $488 |
SSNC | 7,981 | -3,764 | $488 |
Goldman Sachs Group | 1,261 | +304 | $486 |
GS | 1,261 | +304 | $486 |
PPG Industries Inc | 3,123 | +1,372 | $467 |
PPG | 3,123 | +1,372 | $467 |
Altria Group Inc | 11,428 | -32,156 | $461 |
MO | 11,428 | -32,156 | $461 |
Bank New York Mellon Corp | 8,834 | -64 | $460 |
BK | 8,834 | -64 | $460 |
Ishares Russell Mid Cap Growth (IWP) | 4,389 | +595 | $458 |
IWP | 4,389 | +595 | $458 |
Portland General Electric | 10,560 | -4,985 | $458 |
POR | 10,560 | -4,985 | $458 |
Enphase Energy Inc | 3,417 | -215 | $452 |
ENPH | 3,417 | -215 | $452 |
NXP Semiconductors NV | 1,951 | -99 | $448 |
NXPI | 1,951 | -99 | $448 |
SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) | 11,550 | UNCH | $448 |
SPYX | 11,550 | UNCH | $448 |
Liberty Media Corp Del Liberty SiriusXm Ser A | 15,480 | -50 | $445 |
LSXMA | 15,480 | -50 | $445 |
Advanced Micro Devices Inc | 3,001 | -100 | $442 |
AMD | 3,001 | -100 | $442 |
Kraft Heinz Co | 11,573 | -3,028 | $428 |
KHC | 11,573 | -3,028 | $428 |
Invesco Global Clean Energy ETF (PBD) | 26,555 | -4,037 | $424 |
PBD | 26,555 | -4,037 | $424 |
I Shares MSCI Emerging Markets Index (EEM) | 10,523 | -2,161 | $423 |
EEM | 10,523 | -2,161 | $423 |
Public Service Enterprise Gp | 6,871 | -1,389 | $420 |
PEG | 6,871 | -1,389 | $420 |
Invesco S&P 500 Low Volatility ETF (SPLV) | 6,630 | UNCH | $415 |
SPLV | 6,630 | UNCH | $415 |
Vanguard REIT ETF (VNQ) | 4,612 | -524 | $408 |
VNQ | 4,612 | -524 | $408 |
Liberty Broadband Corp Ser C | 5,042 | UNCH | $406 |
LBRDK | 5,042 | UNCH | $406 |
Agilent Technologies Inc | 2,859 | +3 | $397 |
A | 2,859 | +3 | $397 |
Trex Company Inc | 4,753 | -1,100 | $394 |
TREX | 4,753 | -1,100 | $394 |
Royal Bank Of Canada | 3,864 | UNCH | $391 |
RY | 3,864 | UNCH | $391 |
Ishares S&P Midcap 400 Value Index Fd (IJJ) | 3,376 | UNCH | $385 |
IJJ | 3,376 | UNCH | $385 |
The J M Smucker Company | 2,996 | -554 | $379 |
SJM | 2,996 | -554 | $379 |
Stanley Black & Decker Inc | 3,841 | -2,481 | $377 |
SWK | 3,841 | -2,481 | $377 |
Provident Financial Services Inc | 20,643 | -1,558 | $372 |
PFS | 20,643 | -1,558 | $372 |
Northrop Grumman Corp | 774 | -407 | $362 |
NOC | 774 | -407 | $362 |
Bk Montreal Que | 3,598 | -520 | $356 |
BMO | 3,598 | -520 | $356 |
PNC Financial Services Group Inc | 2,252 | -755 | $349 |
PNC | 2,252 | -755 | $349 |
I Shares Select Dividend ETF (DVY) | 2,940 | -935 | $345 |
DVY | 2,940 | -935 | $345 |
Ishares Kld 400 Social Indexfund (DSI) | 3,774 | +32 | $344 |
DSI | 3,774 | +32 | $344 |
Ishs Edge MSCI USA Quality Factor ETF (QUAL) | 2,316 | +289 | $341 |
QUAL | 2,316 | +289 | $341 |
Phillips 66 | 2,497 | -126 | $332 |
PSX | 2,497 | -126 | $332 |
Ishs MSCI USA Min Vol Factor ETF (USMV) | 4,231 | +1,727 | $330 |
USMV | 4,231 | +1,727 | $330 |
I Shares Russell Mid Cap (IWR) | 4,236 | -26 | $329 |
IWR | 4,236 | -26 | $329 |
Weyerhaeuser Company | 9,453 | -1,222 | $329 |
WY | 9,453 | -1,222 | $329 |
Liberty Global Ltd C | 17,615 | UNCH | $328 |
LBTYK | 17,615 | UNCH | $328 |
TE Connectivity Ltd | 2,292 | +1 | $322 |
TEL | 2,292 | +1 | $322 |
Progressive Corp Ohio | 1,998 | -232 | $318 |
PGR | 1,998 | -232 | $318 |
Gallagher Arthur J & Co | 1,384 | +96 | $311 |
AJG | 1,384 | +96 | $311 |
Federal Realty Invt Tr LP | 3,017 | +1,717 | $311 |
FRT | 3,017 | +1,717 | $311 |
Ishares Core MSCI EAFE ETF (IEFA) | 4,174 | -1,717 | $294 |
IEFA | 4,174 | -1,717 | $294 |
Ares Capital Corp | 14,201 | UNCH | $284 |
ARCC | 14,201 | UNCH | $284 |
Yum Brands Inc | 2,126 | -606 | $278 |
YUM | 2,126 | -606 | $278 |
Eversource Energy | 4,482 | -586 | $277 |
ES | 4,482 | -586 | $277 |
Cabot Corp | 3,304 | -248 | $276 |
CBT | 3,304 | -248 | $276 |
Invesco S&P 500 Eql Wgt ETF (RSP) | 1,712 | -813 | $270 |
RSP | 1,712 | -813 | $270 |
WisdomTree Dividend Ex Financials | 2,720 | UNCH | $261 |
AIVL | 2,720 | UNCH | $261 |
HP Inc | 8,627 | -42 | $260 |
HPQ | 8,627 | -42 | $260 |
Essex Ppty Tr REIT | 1,029 | +7 | $255 |
ESS | 1,029 | +7 | $255 |
I Shares Russell 2000 (IWM) | 1,269 | -357 | $255 |
IWM | 1,269 | -357 | $255 |
Boston Scientific Corp | 4,402 | -176 | $254 |
BSX | 4,402 | -176 | $254 |
Public Storage Inc | 827 | -284 | $252 |
PSA | 827 | -284 | $252 |
The Hershey Company | 1,348 | -1,414 | $251 |
HSY | 1,348 | -1,414 | $251 |
Mettler Toledo Intl Inc | 205 | -4 | $249 |
MTD | 205 | -4 | $249 |
American Water Works Company | 1,878 | -248 | $248 |
AWK | 1,878 | -248 | $248 |
Ishares Russell 2000 Value Index Fund (IWN) | 1,581 | -166 | $246 |
IWN | 1,581 | -166 | $246 |
Blackstone Group Inc Cl A | 1,875 | -150 | $245 |
BX | 1,875 | -150 | $245 |
Ishares Russell 2000 Growth Index Fund (IWO) | 970 | UNCH | $245 |
IWO | 970 | UNCH | $245 |
Sanofi Spons ADR | 4,862 | +26 | $242 |
SNY | 4,862 | +26 | $242 |
Telus Corp | 13,030 | -14,885 | $232 |
TU | 13,030 | -14,885 | $232 |
Netflix Inc | 463 | +90 | $225 |
NFLX | 463 | +90 | $225 |
Amphenol Corp New Cl A | 2,256 | +214 | $224 |
APH | 2,256 | +214 | $224 |
MFC Select Sector SPDR Tr Technology (XLK) | 1,145 | -1,275 | $220 |
XLK | 1,145 | -1,275 | $220 |
I Shares Silver Trust (SLV) | 9,950 | +1,425 | $217 |
SLV | 9,950 | +1,425 | $217 |
Avista Corporation | 5,999 | -90 | $214 |
AVA | 5,999 | -90 | $214 |
Ameriprise Financial Inc | 561 | -2,536 | $213 |
AMP | 561 | -2,536 | $213 |
Republic Svcs Inc | 1,280 | -99 | $211 |
RSG | 1,280 | -99 | $211 |
Canadian Natl Ry Co | 1,600 | UNCH | $201 |
CNI | 1,600 | UNCH | $201 |
Vanguard Information Technology ETF (VGT) | 410 | UNCH | $198 |
VGT | 410 | UNCH | $198 |
Schwab US Dividend Equity ETF (SCHD) | 2,558 | UNCH | $195 |
SCHD | 2,558 | UNCH | $195 |
Ishares Core MSCI Emer Mkts ETF (IEMG) | 3,806 | +624 | $193 |
IEMG | 3,806 | +624 | $193 |
Ishares S&P 500 Value Index Fund (IVE) | 1,079 | UNCH | $188 |
IVE | 1,079 | UNCH | $188 |
Service Now | 264 | +74 | $187 |
NOW | 264 | +74 | $187 |
Schwab Intl Equity ETF (SCHF) | 5,047 | UNCH | $187 |
SCHF | 5,047 | UNCH | $187 |
Healthpeak Properties Inc | 9,350 | -3,039 | $185 |
PEAK | 9,350 | -3,039 | $185 |
Southern Copper Corp Del | 2,151 | UNCH | $185 |
SCCO | 2,151 | UNCH | $185 |
Ishares S&P 500 Growth Index Fund (IVW) | 2,445 | UNCH | $184 |
IVW | 2,445 | UNCH | $184 |
Spdr Ser Trust SP Biotech ETF (XBI) | 2,045 | -1,065 | $183 |
XBI | 2,045 | -1,065 | $183 |
ABM Inds Inc | 4,056 | -3,956 | $182 |
ABM | 4,056 | -3,956 | $182 |
Veralto Corp | 2,194 | +2,194 | $180 |
VLTO | 2,194 | +2,194 | $180 |
Canadian Pacific Kansas City Ltd | 2,251 | -651 | $178 |
CP | 2,251 | -651 | $178 |
W W Grainger Inc | 215 | -897 | $178 |
GWW | 215 | -897 | $178 |
Bar Harbor Bankshares (BHB) | 5,966 | UNCH | $175 |
BHB | 5,966 | UNCH | $175 |
Invesco Buyback Achievers ETF (PKW) | 1,751 | UNCH | $173 |
PKW | 1,751 | UNCH | $173 |
Worthington Enterprises Inc | 3,000 | UNCH | $173 |
WOR | 3,000 | UNCH | $173 |
Corning Inc | 5,662 | -2,198 | $172 |
GLW | 5,662 | -2,198 | $172 |
Ishares S&P Smallcap 600 Growth ETF (IJT) | 1,374 | +496 | $172 |
IJT | 1,374 | +496 | $172 |
Metlife Inc | 2,593 | -32 | $171 |
MET | 2,593 | -32 | $171 |
Ishares Core Total US Bond Fund (AGG) | 1,703 | -324 | $169 |
AGG | 1,703 | -324 | $169 |
Zoetis Inc Cl A | 855 | -119 | $169 |
ZTS | 855 | -119 | $169 |
Schlumberger Ltd | 3,232 | +82 | $168 |
SLB | 3,232 | +82 | $168 |
Freeport McMoran Copper & Gold Inc Cl B | 3,904 | -741 | $166 |
FCX | 3,904 | -741 | $166 |
Sherwin Williams Co | 532 | -348 | $166 |
SHW | 532 | -348 | $166 |
Chipotle Mexican Grill Inc | 72 | -32 | $165 |
CMG | 72 | -32 | $165 |
Discover Financial Services | 1,472 | -1,214 | $165 |
DFS | 1,472 | -1,214 | $165 |
Ishs Tr Core Divd Growth ETF (DGRO) | 3,001 | +3,001 | $162 |
DGRO | 3,001 | +3,001 | $162 |
Zimmer Biomet Hldgs Inc | 1,330 | -622 | $162 |
ZBH | 1,330 | -622 | $162 |
Harding Loevner Intl Equity Port | 6,222 | -3,861 | $161 |
Com | 6,222 | -3,861 | $161 |
First Tr Global Wind Energy ETF (FAN) | 9,427 | -4,229 | $155 |
FAN | 9,427 | -4,229 | $155 |
Univest Financial Corporation | 7,004 | UNCH | $154 |
UVSP | 7,004 | UNCH | $154 |
American Electric Power Company Inc | 1,885 | -758 | $153 |
AEP | 1,885 | -758 | $153 |
Synchrony Financial | 4,000 | -1,600 | $153 |
SYF | 4,000 | -1,600 | $153 |
AutoNation Inc | 1,000 | UNCH | $150 |
AN | 1,000 | UNCH | $150 |
McKesson Corp | 319 | -20 | $148 |
MCK | 319 | -20 | $148 |
First Tr Value Line Dividend Index Fund (FVD) | 3,600 | +3,600 | $146 |
FVD | 3,600 | +3,600 | $146 |
American States Water Co | 1,800 | +50 | $145 |
AWR | 1,800 | +50 | $145 |
Cincinnati Financial Corp | 1,389 | +119 | $144 |
CINF | 1,389 | +119 | $144 |
National Grid PLC ADR New 2017 | 2,116 | -500 | $144 |
NGG | 2,116 | -500 | $144 |
O Reilly Automotive Inc New | 151 | -10 | $143 |
ORLY | 151 | -10 | $143 |
Rivian Automotive Inc A | 6,049 | +1,664 | $142 |
RIVN | 6,049 | +1,664 | $142 |
Vanguard Russell 1000 Growth ETF (VONG) | 1,801 | UNCH | $141 |
VONG | 1,801 | UNCH | $141 |
Vertex Pharmaceuticals Inc | 347 | -12 | $141 |
VRTX | 347 | -12 | $141 |
Kennedy Wilson Holdings Inc | 11,179 | -5,629 | $138 |
KW | 11,179 | -5,629 | $138 |
Hewlett Packard Enterprise Co | 7,926 | -48 | $135 |
HPE | 7,926 | -48 | $135 |
Matson Inc | 1,200 | -600 | $132 |
MATX | 1,200 | -600 | $132 |
I Shares Russell Midcap Value Index Fund (IWS) | 1,114 | UNCH | $130 |
IWS | 1,114 | UNCH | $130 |
Scotts Miracle Gro Company | 2,000 | -47 | $128 |
SMG | 2,000 | -47 | $128 |
Crown Castle Inc | 1,102 | +626 | $127 |
CCI | 1,102 | +626 | $127 |
Cbiz Inc | 1,950 | UNCH | $122 |
CBZ | 1,950 | UNCH | $122 |
Invesco Water Res ETF (PHO) | 2,000 | UNCH | $122 |
PHO | 2,000 | UNCH | $122 |
Fiserv Inc | 900 | +900 | $120 |
FI | 900 | +900 | $120 |
EOG Resources Inc | 972 | -498 | $118 |
EOG | 972 | -498 | $118 |
Aon PLC | 403 | -6 | $117 |
AON | 403 | -6 | $117 |
Motorola Solutions Inc | 375 | UNCH | $117 |
MSI | 375 | UNCH | $117 |
BYD Co Ltd ADR | 2,100 | -325 | $115 |
Com | 2,100 | -325 | $115 |
Ishares Phlx Semicnd ETF (SOXX) | 200 | UNCH | $115 |
SOXX | 200 | UNCH | $115 |
Community Bk Sys Inc | 2,173 | -4,204 | $113 |
CBU | 2,173 | -4,204 | $113 |
Floor & Decor Hldgs Inc Cl A | 1,000 | UNCH | $112 |
FND | 1,000 | UNCH | $112 |
Teleflex Inc | 450 | UNCH | $112 |
TFX | 450 | UNCH | $112 |
Global X Uranium ETF (URA) | 4,000 | UNCH | $111 |
URA | 4,000 | UNCH | $111 |
UIT FT Unit 10506 Select DSIP Ser 23 | 10,000 | +10,000 | $109 |
Com | 10,000 | +10,000 | $109 |
Humana Inc | 232 | UNCH | $106 |
HUM | 232 | UNCH | $106 |
Prudential Financial Inc | 1,008 | +225 | $105 |
PRU | 1,008 | +225 | $105 |
Fomento Economico Mexicano SAB de CV New | 800 | UNCH | $104 |
FMX | 800 | UNCH | $104 |
Marathon Petroleum Corp | 701 | -4,321 | $104 |
MPC | 701 | -4,321 | $104 |
Arch Capital Group Ltd | 1,383 | UNCH | $103 |
ACGL | 1,383 | UNCH | $103 |
Estee Lauder Cos Inc Cl A | 699 | -50 | $102 |
EL | 699 | -50 | $102 |
Roper Technologies Inc | 188 | -230 | $102 |
ROP | 188 | -230 | $102 |
Sandoz Group AG Sponsored ADS | 3,149 | +3,149 | $101 |
Com | 3,149 | +3,149 | $101 |
Brown & Brown Inc | 1,401 | UNCH | $100 |
BRO | 1,401 | UNCH | $100 |
Equifax Inc | 405 | +255 | $100 |
EFX | 405 | +255 | $100 |
Fortune Brands Innovations Inc | 1,303 | -5,075 | $99 |
FBIN | 1,303 | -5,075 | $99 |
First Industrial Realty Tr | 1,876 | UNCH | $99 |
FR | 1,876 | UNCH | $99 |
Edwards Lifesciences Corp | 1,279 | +4 | $98 |
EW | 1,279 | +4 | $98 |
Fortinet Inc | 1,656 | +6 | $97 |
FTNT | 1,656 | +6 | $97 |
United States Steel Corp New | 2,000 | UNCH | $97 |
X | 2,000 | UNCH | $97 |
Ishares Russell 1000 Growth ETF (IWF) | 318 | -1 | $96 |
IWF | 318 | -1 | $96 |
SPDR Port S&P 500 Value ETF (SPYV) | 2,048 | UNCH | $95 |
SPYV | 2,048 | UNCH | $95 |
Vanguard Large Cap ETF (VV) | 436 | -6,500 | $95 |
VV | 436 | -6,500 | $95 |
Watsco Inc | 222 | UNCH | $95 |
WSO | 222 | UNCH | $95 |
Fidelity Canada Fd | 1,456 | UNCH | $94 |
Com | 1,456 | UNCH | $94 |
Microchip Technology Inc | 1,042 | -897 | $94 |
MCHP | 1,042 | -897 | $94 |
Ishs MSCI EAFE ESG ETF (ESGD) | 1,229 | UNCH | $93 |
ESGD | 1,229 | UNCH | $93 |
Griffon Corp | 1,500 | UNCH | $91 |
GFF | 1,500 | UNCH | $91 |
Range Res Corp | 3,000 | UNCH | $91 |
RRC | 3,000 | UNCH | $91 |
Camden Ppty Tr | 900 | UNCH | $89 |
CPT | 900 | UNCH | $89 |
Astrazeneca Plc Adr | 1,311 | -3,743 | $88 |
AZN | 1,311 | -3,743 | $88 |
Choice Hotels Intl Inc | 780 | UNCH | $88 |
CHH | 780 | UNCH | $88 |
Lennar Corp | $88 | ||
LEN | 316 | +1 | $47 |
LEN.B | 306 | UNCH | $41 |
Eastman Chemical Co | 973 | UNCH | $87 |
EMN | 973 | UNCH | $87 |
Trane Technologies PLC | 353 | -30 | $86 |
TT | 353 | -30 | $86 |
Idexx Labs Inc | 152 | +2 | $84 |
IDXX | 152 | +2 | $84 |
Xcel Energy Inc | 1,355 | +147 | $84 |
XEL | 1,355 | +147 | $84 |
Ishares Lehman 3 7 Yr Treas Bond Fd (IEI) | 707 | +650 | $83 |
IEI | 707 | +650 | $83 |
KKR & Co Inc Cl A | 1,000 | UNCH | $83 |
KKR | 1,000 | UNCH | $83 |
Kilroy Realty | 2,091 | UNCH | $83 |
KRC | 2,091 | UNCH | $83 |
Monolithic Pwr Sys Inc | 130 | UNCH | $82 |
MPWR | 130 | UNCH | $82 |
Exelon Corp | 2,244 | +159 | $81 |
EXC | 2,244 | +159 | $81 |
Fastenal Co | 1,246 | -35 | $81 |
FAST | 1,246 | -35 | $81 |
Fortrea Hldgs Inc | 2,295 | +2,295 | $80 |
FTRE | 2,295 | +2,295 | $80 |
Ishares Russell 1000 Value Index Fund (IWD) | 482 | -21 | $80 |
IWD | 482 | -21 | $80 |
Vanguard Industrials ETF (VIS) | 360 | UNCH | $79 |
VIS | 360 | UNCH | $79 |
Valero Energy Corp New | 610 | -253 | $79 |
VLO | 610 | -253 | $79 |
Henry Schein Inc | 1,032 | UNCH | $78 |
HSIC | 1,032 | UNCH | $78 |
Loews Corp | 1,126 | +7 | $78 |
L | 1,126 | +7 | $78 |
Shopify Inc | 1,000 | UNCH | $78 |
SHOP | 1,000 | UNCH | $78 |
Badger Meter Inc | 500 | UNCH | $77 |
BMI | 500 | UNCH | $77 |
Vanguard World Fd ESG US Stock ETF (ESGV) | 900 | UNCH | $77 |
ESGV | 900 | UNCH | $77 |
Williams Cos Inc | 2,175 | -131 | $76 |
WMB | 2,175 | -131 | $76 |
Wintrust Finl Corp | 800 | -200 | $74 |
WTFC | 800 | -200 | $74 |
Vanguard Index Fds Mid Cap Growth ETF (VOT) | 333 | UNCH | $73 |
VOT | 333 | UNCH | $73 |
Ameren Corp | 1,000 | UNCH | $72 |
AEE | 1,000 | UNCH | $72 |
Baxter International Inc | 1,870 | +443 | $72 |
BAX | 1,870 | +443 | $72 |
Brown Foreman Distillers Corp Cl A | $71 | ||
BF.A | 900 | UNCH | $54 |
BF.B | 304 | +204 | $17 |
Dominos Pizza Inc | 172 | UNCH | $71 |
DPZ | 172 | UNCH | $71 |
BP PLC Sponsored ADR | 1,982 | +59 | $70 |
BP | 1,982 | +59 | $70 |
Keysight Technologies Inc | 440 | -79 | $70 |
KEYS | 440 | -79 | $70 |
Vanguard Energy ETF (VDE) | 600 | UNCH | $70 |
VDE | 600 | UNCH | $70 |
Essential Utils Inc | 1,875 | -1,145 | $70 |
WTRG | 1,875 | -1,145 | $70 |
Ishares Gold Tr New (IAU) | 1,769 | UNCH | $69 |
IAU | 1,769 | UNCH | $69 |
Otter Tail Power Co | 800 | UNCH | $68 |
OTTR | 800 | UNCH | $68 |
Enterprise Product Partners LP | 2,532 | +125 | $67 |
EPD | 2,532 | +125 | $67 |
Gladstone Commercial | 5,080 | -703 | $67 |
GOOD | 5,080 | -703 | $67 |
CTS Corp | 1,500 | UNCH | $66 |
CTS | 1,500 | UNCH | $66 |
Paycom Software Inc | 320 | UNCH | $66 |
PAYC | 320 | UNCH | $66 |
Check Point Software Technologies | 423 | -67 | $65 |
CHKP | 423 | -67 | $65 |
Garmin Ltd | 501 | +1 | $64 |
GRMN | 501 | +1 | $64 |
Luckin Coffee Inc | 2,335 | UNCH | $64 |
Com | 2,335 | UNCH | $64 |
Alexandria Real Estate Equities Inc | 500 | +500 | $63 |
ARE | 500 | +500 | $63 |
Cencora Inc | 300 | +300 | $62 |
COR | 300 | +300 | $62 |
Micron Technology Inc | 724 | +6 | $62 |
MU | 724 | +6 | $62 |
PNM Resources Inc | 1,500 | UNCH | $62 |
PNM | 1,500 | UNCH | $62 |
Halliburton Company | 1,698 | +98 | $61 |
HAL | 1,698 | +98 | $61 |
Johnson Controls Intl PLC | 1,052 | -605 | $61 |
JCI | 1,052 | -605 | $61 |
Boston Properties Inc | 845 | -490 | $59 |
BXP | 845 | -490 | $59 |
Citigroup Inc New | 1,147 | -2,274 | $59 |
C | 1,147 | -2,274 | $59 |
WisdomTree SmallCap Dividend | 1,825 | -425 | $59 |
DES | 1,825 | -425 | $59 |
Keurig Dr Pepper Inc | 1,783 | -245 | $59 |
KDP | 1,783 | -245 | $59 |
Old Republic Intl Corp | 1,988 | +1,154 | $58 |
ORI | 1,988 | +1,154 | $58 |
Caleres Inc | 1,850 | UNCH | $57 |
CAL | 1,850 | UNCH | $57 |
Moodys Corp | 146 | -971 | $57 |
MCO | 146 | -971 | $57 |
Ishs Edge MSCI USA Momentum Factor ETF (MTUM) | 361 | UNCH | $57 |
MTUM | 361 | UNCH | $57 |
Union Bankshares Inc (UNB) | 1,820 | -26,448 | $56 |
UNB | 1,820 | -26,448 | $56 |
Southstate Corp | 650 | UNCH | $55 |
SSB | 650 | UNCH | $55 |
Vulcan Materials Company | 244 | +144 | $55 |
VMC | 244 | +144 | $55 |
FRP Hldgs Inc | 850 | UNCH | $53 |
FRPH | 850 | UNCH | $53 |
Campbell Soup Co | 1,200 | UNCH | $52 |
CPB | 1,200 | UNCH | $52 |
Fortive Corp | 706 | -500 | $52 |
FTV | 706 | -500 | $52 |
Proshares Ultrapro QQQ (TQQQ) | 1,006 | UNCH | $51 |
TQQQ | 1,006 | UNCH | $51 |
Blackrock Science & Technology Tr | 1,500 | -500 | $50 |
BST | 1,500 | -500 | $50 |
Ishares Iboxx Investment Grade Corp Bd Fd (LQD) | 450 | +450 | $50 |
LQD | 450 | +450 | $50 |
Moderna Inc | 500 | UNCH | $50 |
MRNA | 500 | UNCH | $50 |
The Charles Schwab Corp New | 720 | +7 | $50 |
SCHW | 720 | +7 | $50 |
Sempra | 650 | -80 | $49 |
SRE | 650 | -80 | $49 |
Inmode Ltd | 2,168 | +536 | $48 |
INMD | 2,168 | +536 | $48 |
S&P 500 Aristocrats ETF (NOBL) | 504 | -200 | $48 |
NOBL | 504 | -200 | $48 |
Resmed Inc | 280 | UNCH | $48 |
RMD | 280 | UNCH | $48 |
American Intl Group Inc New | 700 | UNCH | $47 |
AIG | 700 | UNCH | $47 |
Vanguard Health Care ETF (VHT) | 186 | UNCH | $47 |
VHT | 186 | UNCH | $47 |
Solaredge Technologies Inc | 495 | -506 | $46 |
SEDG | 495 | -506 | $46 |
Select Sector SPDR Energy ETF (XLE) | 548 | UNCH | $46 |
XLE | 548 | UNCH | $46 |
Franklin Resource Inc | 1,500 | +1,500 | $45 |
BEN | 1,500 | +1,500 | $45 |
Spdr Ser Tr S&P 500 High Divd ETF (SPYD) | 1,160 | UNCH | $45 |
SPYD | 1,160 | UNCH | $45 |
Ford Motor Company New | 3,602 | +1,000 | $44 |
F | 3,602 | +1,000 | $44 |
I Shares Nasdaq Biotechnology (IBB) | 325 | UNCH | $44 |
IBB | 325 | UNCH | $44 |
Marsh & McLennan Inc | 233 | -1 | $44 |
MMC | 233 | -1 | $44 |
Ryman Hospitality Pptys Inc | 400 | UNCH | $44 |
RHP | 400 | UNCH | $44 |
Donaldson Inc | 650 | UNCH | $42 |
DCI | 650 | UNCH | $42 |
Invesco Optimum Yld Div Comdty Fd ETF (PDBC) | 3,189 | +3,189 | $42 |
PDBC | 3,189 | +3,189 | $42 |
ASML Hldg NV NY | 54 | +8 | $41 |
ASML | 54 | +8 | $41 |
Box Inc Cl A | 1,600 | UNCH | $41 |
BOX | 1,600 | UNCH | $41 |
Hannon Armstrong Sustainable Infrastructure | 1,500 | UNCH | $41 |
HASI | 1,500 | UNCH | $41 |
Ingredion Inc | 380 | UNCH | $41 |
INGR | 380 | UNCH | $41 |
Amex Healthcare Select Sector SPDR ETF (XLV) | 300 | UNCH | $41 |
XLV | 300 | UNCH | $41 |
Oneok Inc New | 572 | -1,923 | $40 |
OKE | 572 | -1,923 | $40 |
BHP Group Limited | 566 | UNCH | $39 |
BHP | 566 | UNCH | $39 |
Diamondback Energy Inc | 250 | UNCH | $39 |
FANG | 250 | UNCH | $39 |
Jacobs Solutions Inc | 300 | -103 | $39 |
J | 300 | -103 | $39 |
Vanguard Mega Cap Growth ETF (MGK) | 150 | UNCH | $39 |
MGK | 150 | UNCH | $39 |
Putnam Intl Capital Opportunities Fd | 1,002 | UNCH | $39 |
Com | 1,002 | UNCH | $39 |
Copart Inc | 778 | +778 | $38 |
CPRT | 778 | +778 | $38 |
Crowdstrike Hldgs Inc A | 150 | UNCH | $38 |
CRWD | 150 | UNCH | $38 |
Vaneck Vectors Jr Gold Miners ETF (GDXJ) | 1,000 | UNCH | $38 |
GDXJ | 1,000 | UNCH | $38 |
Ishares US Pharmaceuticals ETF (IHE) | 203 | -400 | $38 |
IHE | 203 | -400 | $38 |
IShs Tr Dow Jones US Aerospace & Defense Idx | 300 | UNCH | $38 |
ITA | 300 | UNCH | $38 |
Textron Inc | 470 | UNCH | $38 |
TXT | 470 | UNCH | $38 |
Universal Health Realty Income Trust | 870 | UNCH | $38 |
UHT | 870 | UNCH | $38 |
Utilities Select Sector SPDR ETF (XLU) | 600 | +100 | $38 |
XLU | 600 | +100 | $38 |
Ark Innovation ETF (ARKK) | 715 | +60 | $37 |
ARKK | 715 | +60 | $37 |
Flowserve Corp | 902 | UNCH | $37 |
FLS | 902 | UNCH | $37 |
Ishares S&P 1500 ETF (ITOT) | 350 | UNCH | $37 |
ITOT | 350 | UNCH | $37 |
Ishares Global REIT ETF (REET) | 1,546 | +299 | $37 |
REET | 1,546 | +299 | $37 |
Vanguard Intl Growth Adm 581 | 365 | UNCH | $37 |
Com | 365 | UNCH | $37 |
Vanguard Tax Exempt Bond ETF (VTEB) | 720 | +720 | $37 |
VTEB | 720 | +720 | $37 |
WEC Energy Group Inc | 434 | -220 | $37 |
WEC | 434 | -220 | $37 |
American New World Fd Cl F2 | 480 | -400 | $36 |
Com | 480 | -400 | $36 |
Howmet Aerospace Inc | 666 | -272 | $36 |
HWM | 666 | -272 | $36 |
Ishs S&P Global Infrastructure Idx ETF (IGF) | 760 | UNCH | $36 |
IGF | 760 | UNCH | $36 |
Vang Extended Mkts Index Fd ETF (VXF) | 220 | UNCH | $36 |
VXF | 220 | UNCH | $36 |
UBS London Fi Enhanced Large Cap | 50 | UNCH | $35 |
FBGX | 50 | UNCH | $35 |
Financial Select Sector SPDR ETF (XLF) | 930 | UNCH | $35 |
XLF | 930 | UNCH | $35 |
Manulife Finl Corp | 1,533 | UNCH | $34 |
MFC | 1,533 | UNCH | $34 |
Vanguard Mega Cap 300 Idx ETF (MGC) | 202 | UNCH | $34 |
MGC | 202 | UNCH | $34 |
Nutrien Ltd NPV | 600 | UNCH | $34 |
NTR | 600 | UNCH | $34 |
Ishares S&P Global Materials (MXI) | 376 | UNCH | $33 |
MXI | 376 | UNCH | $33 |
Select Sector SPDR Tr Materials (XLB) | 390 | +100 | $33 |
XLB | 390 | +100 | $33 |
Cooper Co Inc New | 85 | UNCH | $32 |
COO | 85 | UNCH | $32 |
Elevance Health Inc | 68 | +1 | $32 |
ELV | 68 | +1 | $32 |
First Eagle Credit Opportunities Fd I | 1,335 | +1,335 | $32 |
Com | 1,335 | +1,335 | $32 |
Madison Square Garden Sports Corp | 175 | UNCH | $32 |
MSGS | 175 | UNCH | $32 |
Entegris Inc | 260 | +260 | $31 |
ENTG | 260 | +260 | $31 |
IShares MSCI EM ESG ETF (ESGE) | 964 | -750 | $31 |
ESGE | 964 | -750 | $31 |
FirstEnergy Corp | 850 | UNCH | $31 |
FE | 850 | UNCH | $31 |
Liberty Global Ltd A | 1,747 | UNCH | $31 |
LBTYA | 1,747 | UNCH | $31 |
Thomson Reuters Corp | 214 | UNCH | $31 |
TRI | 214 | UNCH | $31 |
Avery Dennison Corporation | 150 | -54 | $30 |
AVY | 150 | -54 | $30 |
Invesco KBW Bank ETF (KBWB) | 616 | +316 | $30 |
KBWB | 616 | +316 | $30 |
State Street Corp | 382 | -91 | $30 |
STT | 382 | -91 | $30 |
Vanguard Total Intl Index Fd Adm | 1,514 | UNCH | $30 |
Com | 1,514 | UNCH | $30 |
Walgreens Boots Alliance Inc | 1,144 | +200 | $30 |
WBA | 1,144 | +200 | $30 |
Alibaba Group Hldg Ltd ADR | 377 | +40 | $29 |
BABA | 377 | +40 | $29 |
Conagra Brands Inc | 1,013 | -2,787 | $29 |
CAG | 1,013 | -2,787 | $29 |
Equinix Inc | 36 | -30 | $29 |
EQIX | 36 | -30 | $29 |
Liberty Media Corp Del Liberty SiriusXm Ser C | 991 | -180 | $29 |
LSXMK | 991 | -180 | $29 |
Casella Waste Systems Inc Cl A | 325 | -300 | $28 |
CWST | 325 | -300 | $28 |
Airbnb Inc Cl A | 198 | +198 | $27 |
ABNB | 198 | +198 | $27 |
Aercap Holdings NV | 365 | +365 | $27 |
AER | 365 | +365 | $27 |
BCE Inc New | 694 | -1,960 | $27 |
BCE | 694 | -1,960 | $27 |
Ingersoll Rand Inc | 355 | +3 | $27 |
IR | 355 | +3 | $27 |
Lennox Intl Inc | 60 | +60 | $27 |
LII | 60 | +60 | $27 |
Masco Corp | 403 | -2,359 | $27 |
MAS | 403 | -2,359 | $27 |
Ocular Therapeutix Inc | 6,000 | +1,000 | $27 |
OCUL | 6,000 | +1,000 | $27 |
Old Dominion Freight Line Inc | 66 | +66 | $27 |
ODFL | 66 | +66 | $27 |
Lululemon Athletica Inc | 50 | -26 | $26 |
LULU | 50 | -26 | $26 |
Zoom Video Communications Inc Cl A | 362 | -122 | $26 |
ZM | 362 | -122 | $26 |
Aerovironment Inc | 200 | UNCH | $25 |
AVAV | 200 | UNCH | $25 |
CDW Corp | 112 | +12 | $25 |
CDW | 112 | +12 | $25 |
Flexshs Morningstar Glbl Upstream Nat Res Idx | 602 | UNCH | $25 |
GUNR | 602 | UNCH | $25 |
Global X Lithium & Battery Tech ETF (LIT) | 500 | UNCH | $25 |
LIT | 500 | UNCH | $25 |
Northern Trust Corp | 300 | UNCH | $25 |
NTRS | 300 | UNCH | $25 |
Charter Communications Inc | 62 | -210 | $24 |
CHTR | 62 | -210 | $24 |
Dollar Tree Inc | 169 | +169 | $24 |
DLTR | 169 | +169 | $24 |
Vaneck Green Bond ETF (GRNB) | 1,000 | UNCH | $24 |
GRNB | 1,000 | UNCH | $24 |
Skyworks Solutions Inc | 213 | -290 | $24 |
SWKS | 213 | -290 | $24 |
Webster Financial Corp | 467 | UNCH | $24 |
WBS | 467 | UNCH | $24 |
Brookfield Asset Mgmt Ltd | 562 | -2,434 | $23 |
BAM | 562 | -2,434 | $23 |
Invesco S&P Global Water Index ETF (CGW) | 425 | UNCH | $23 |
CGW | 425 | UNCH | $23 |
Wisdomtree Midcap Earnings | 400 | UNCH | $23 |
EZM | 400 | UNCH | $23 |
Hubbell Inc | 70 | UNCH | $23 |
HUBB | 70 | UNCH | $23 |
Lamb Weston Hldgs Inc | 217 | +217 | $23 |
LW | 217 | +217 | $23 |
TC Energy Corp | 600 | UNCH | $23 |
TRP | 600 | UNCH | $23 |
Armstrong World Inds Inc New | 228 | +228 | $22 |
AWI | 228 | +228 | $22 |
ITT Inc | 183 | UNCH | $22 |
ITT | 183 | UNCH | $22 |
Sprouts Farmers Market | 450 | UNCH | $22 |
SFM | 450 | UNCH | $22 |
Iron Mtn Inc New | 300 | -150 | $21 |
IRM | 300 | -150 | $21 |
Ishares Core S&P US Value ETF (IUSV) | 246 | UNCH | $21 |
IUSV | 246 | UNCH | $21 |
Mattel Inc | 1,120 | UNCH | $21 |
MAT | 1,120 | UNCH | $21 |
Moelis & Co Cl A | 371 | +371 | $21 |
MC | 371 | +371 | $21 |
Steris PLC Ord | 97 | +97 | $21 |
STE | 97 | +97 | $21 |
Starwood Property Trust Inc REIT | 1,000 | UNCH | $21 |
STWD | 1,000 | UNCH | $21 |
Vanguard Intl Equity Total World Idx Fd ETF (VT) | 200 | -32 | $21 |
VT | 200 | -32 | $21 |
Chemours Co | 640 | -76 | $20 |
CC | 640 | -76 | $20 |
Innovative Industrial Properties Inc | 200 | UNCH | $20 |
IIPR | 200 | UNCH | $20 |
Myers Industries Inc | 1,000 | UNCH | $20 |
MYE | 1,000 | UNCH | $20 |
Oil Dri Corp Amer | 300 | UNCH | $20 |
ODC | 300 | UNCH | $20 |
Paccar Inc | 203 | +16 | $20 |
PCAR | 203 | +16 | $20 |
Willis Towers Watson PLC | 84 | UNCH | $20 |
WTW | 84 | UNCH | $20 |
Yum China Holdings Inc | 480 | UNCH | $20 |
YUMC | 480 | UNCH | $20 |
Bayerische Motoren Werke AG ADR | 500 | -100 | $19 |
Com | 500 | -100 | $19 |
Berkshire Hills Bancorp Inc | 747 | UNCH | $19 |
BHLB | 747 | UNCH | $19 |
Churchill Downs Inc | 138 | +138 | $19 |
CHDN | 138 | +138 | $19 |
Cintas Corporation | 31 | +6 | $19 |
CTAS | 31 | +6 | $19 |
Ishares Russell Microcap Idx Fund (IWC) | 168 | UNCH | $19 |
IWC | 168 | UNCH | $19 |
Newmarket Corp | 35 | +35 | $19 |
NEU | 35 | +35 | $19 |
Teledyne Technologies Inc | 42 | UNCH | $19 |
TDY | 42 | UNCH | $19 |
W P Carey Inc | 291 | UNCH | $19 |
WPC | 291 | UNCH | $19 |
Zions Bancorporation | 430 | -33 | $19 |
ZION | 430 | -33 | $19 |
CBRE Group Inc Cl A | 189 | +189 | $18 |
CBRE | 189 | +189 | $18 |
Curtiss Wright Corp | 80 | UNCH | $18 |
CW | 80 | UNCH | $18 |
WisdomTree Japan Hedged Equity Fd | 210 | UNCH | $18 |
DXJ | 210 | UNCH | $18 |
Jefferies Finl Group Inc | 455 | UNCH | $18 |
JEF | 455 | UNCH | $18 |
MPLX LP | 500 | UNCH | $18 |
MPLX | 500 | UNCH | $18 |
Pool Corp | 46 | +46 | $18 |
POOL | 46 | +46 | $18 |
Post Hldgs Inc | 201 | +201 | $18 |
POST | 201 | +201 | $18 |
WD 40 | 75 | -300 | $18 |
WDFC | 75 | -300 | $18 |
Consumer Discr Select Sector SPDR ETF (XLY) | 100 | -905 | $18 |
XLY | 100 | -905 | $18 |
Crane Nxt Co | 300 | +300 | $17 |
CXT | 300 | +300 | $17 |
Fifth Third Bancorp | 500 | -425 | $17 |
FITB | 500 | -425 | $17 |
Whirlpool Corp | 139 | -1,016 | $17 |
WHR | 139 | -1,016 | $17 |
Albemarle Corp | 108 | -125 | $16 |
ALB | 108 | -125 | $16 |
Allison Transmission Hldgs Inc | 280 | +280 | $16 |
ALSN | 280 | +280 | $16 |
Wisdomtree US Quality Dividend ETF (DGRW) | 231 | UNCH | $16 |
DGRW | 231 | UNCH | $16 |
Ishares MSCI EAFE Value Idx Fund (EFV) | 300 | UNCH | $16 |
EFV | 300 | UNCH | $16 |
Barrick Gold Corporation | 900 | UNCH | $16 |
GOLD | 900 | UNCH | $16 |
Hartford Finl Svcs Group Inc | 205 | -65 | $16 |
HIG | 205 | -65 | $16 |
Barings Corporate Invs | 888 | UNCH | $16 |
MCI | 888 | UNCH | $16 |
nVent Electric PLC | 275 | +75 | $16 |
NVT | 275 | +75 | $16 |
ProLogis Inc | 123 | +14 | $16 |
PLD | 123 | +14 | $16 |
Amalgamated Financial Corp | 560 | UNCH | $15 |
AMAL | 560 | UNCH | $15 |
Aptargroup Inc | 119 | +119 | $15 |
ATR | 119 | +119 | $15 |
Kinsale Cap Group Inc | 44 | UNCH | $15 |
KNSL | 44 | UNCH | $15 |
Pentair PLC | 200 | UNCH | $15 |
PNR | 200 | UNCH | $15 |
Workday Inc | 53 | +53 | $15 |
WDAY | 53 | +53 | $15 |
ASA Gold & Precious Metals Ltd | 900 | UNCH | $14 |
ASA | 900 | UNCH | $14 |
Blackrock Res & Commodities Strategy Tr | 1,600 | UNCH | $14 |
BCX | 1,600 | UNCH | $14 |
Bellring Brands Inc | 253 | +253 | $14 |
BRBR | 253 | +253 | $14 |
Global X Cybersecurity ETF (BUG) | 479 | UNCH | $14 |
BUG | 479 | UNCH | $14 |
First Trust Water ETF (FIW) | 150 | UNCH | $14 |
FIW | 150 | UNCH | $14 |
Gartner Inc | 32 | +32 | $14 |
IT | 32 | +32 | $14 |
MSCI Inc Cl A | 25 | -12 | $14 |
MSCI | 25 | -12 | $14 |
Spdr Ser Tr Portfolio S&P 500 Growth (SPYG) | 215 | UNCH | $14 |
SPYG | 215 | UNCH | $14 |
Birkenstock Holding Plc | 265 | +265 | $13 |
BIRK | 265 | +265 | $13 |
Dolby Laboratories Inc Cl A | 150 | UNCH | $13 |
DLB | 150 | UNCH | $13 |
Goldman Sachs Activebeta US Lg Cap Equity ETF (GSLC) | 134 | UNCH | $13 |
GSLC | 134 | UNCH | $13 |
Pan American Silver Corp | 800 | +800 | $13 |
PAAS | 800 | +800 | $13 |
Global X US Infrastructure ETF (PAVE) | 380 | UNCH | $13 |
PAVE | 380 | UNCH | $13 |
Rayonier Inc Reit | 401 | UNCH | $13 |
RYN | 401 | UNCH | $13 |
Virtus Artificial Intelligence & Tech | 693 | UNCH | $12 |
AIO | 693 | UNCH | $12 |
Ball Corp | 202 | +202 | $12 |
BALL | 202 | +202 | $12 |
Bancroft Fund Ltd (BCV) | 752 | UNCH | $12 |
BCV | 752 | UNCH | $12 |
Ishares Russell Top 200 ETF (IWL) | 100 | UNCH | $12 |
IWL | 100 | UNCH | $12 |
Softbank Group Corp ADR | 525 | UNCH | $12 |
Com | 525 | UNCH | $12 |
Elme Communities | 750 | UNCH | $11 |
ELME | 750 | UNCH | $11 |
Ishares Dow Jones International Select Divd (IDV) | 400 | UNCH | $11 |
IDV | 400 | UNCH | $11 |
Transmedics Group Inc | 137 | UNCH | $11 |
TMDX | 137 | UNCH | $11 |
Align Technology Inc | 37 | +22 | $10 |
ALGN | 37 | +22 | $10 |
Broadridge Financial Solutions Inc | 50 | -789 | $10 |
BR | 50 | -789 | $10 |
Saba Capital Income & Oprnt Fd | 1,300 | UNCH | $10 |
BRW | 1,300 | UNCH | $10 |
FTI Consulting Inc | 51 | UNCH | $10 |
FCN | 51 | UNCH | $10 |
Ishares S&P Latin America 40 Index Fund (ILF) | 347 | UNCH | $10 |
ILF | 347 | UNCH | $10 |
WK Kellogg Co | 781 | +781 | $10 |
KLG | 781 | +781 | $10 |
Symbotic Inc Class A | 200 | UNCH | $10 |
SYM | 200 | UNCH | $10 |
Templeton Global Bond Fd Adv Cl | 1,299 | UNCH | $10 |
Com | 1,299 | UNCH | $10 |
United Therapeutics Corp Del | 47 | UNCH | $10 |
UTHR | 47 | UNCH | $10 |
Verisk Analytics Inc | 40 | UNCH | $10 |
VRSK | 40 | UNCH | $10 |
Dollar Gen Corp New | 69 | -126 | $9 |
DG | 69 | -126 | $9 |
SPDR S&P Kensho Smart Mobility ETF (HAIL) | 275 | UNCH | $9 |
HAIL | 275 | UNCH | $9 |
LyondellBasell Ind NV A | 92 | +2 | $9 |
LYB | 92 | +2 | $9 |
Nio Inc | 1,000 | UNCH | $9 |
NIO | 1,000 | UNCH | $9 |
Regions Financial Corp New | 469 | UNCH | $9 |
RF | 469 | UNCH | $9 |
Welltower Inc | 101 | +1 | $9 |
WELL | 101 | +1 | $9 |
Compass Diversified Hldgs LLC | 350 | UNCH | $8 |
CODI | 350 | UNCH | $8 |
Enovix Corporation | 625 | +285 | $8 |
ENVX | 625 | +285 | $8 |
Gen Mtrs Co | 215 | -1,240 | $8 |
GM | 215 | -1,240 | $8 |
Steel Dynamics Inc | 68 | UNCH | $8 |
STLD | 68 | UNCH | $8 |
Tyler Technologies Inc | 19 | UNCH | $8 |
TYL | 19 | UNCH | $8 |
Unitil Corp | 150 | UNCH | $8 |
UTL | 150 | UNCH | $8 |
Vanguard Consumer Staples ETF (VDC) | 43 | UNCH | $8 |
VDC | 43 | UNCH | $8 |
Cadre Hldgs Inc | 200 | UNCH | $7 |
CDRE | 200 | UNCH | $7 |
DTE Energy Co | 66 | -300 | $7 |
DTE | 66 | -300 | $7 |
Hain Celestial Group Inc | 600 | -22 | $7 |
HAIN | 600 | -22 | $7 |
Harley Davidson Inc | 200 | UNCH | $7 |
HOG | 200 | UNCH | $7 |
Intl Flavors & Fragrances Inc | 83 | +83 | $7 |
IFF | 83 | +83 | $7 |
Kaman Corporation | 300 | UNCH | $7 |
KAMN | 300 | UNCH | $7 |
Natera Inc | 105 | UNCH | $7 |
NTRA | 105 | UNCH | $7 |
Polaris Inds Inc | 75 | UNCH | $7 |
PII | 75 | UNCH | $7 |
Stag Indl Inc | 175 | UNCH | $7 |
STAG | 175 | UNCH | $7 |
Tractor Supply Co | 33 | +8 | $7 |
TSCO | 33 | +8 | $7 |
Two Hbrs Invt Corp | 506 | UNCH | $7 |
TWO | 506 | UNCH | $7 |
Vici Pptys Inc | 225 | +225 | $7 |
VICI | 225 | +225 | $7 |
Vang Intl Eqty Idx FTSE All World Sm Cap ETF (VSS) | 64 | UNCH | $7 |
VSS | 64 | UNCH | $7 |
Dexcom Inc | 51 | +1 | $6 |
DXCM | 51 | +1 | $6 |
First Tr Comb Ser Unit 325 Bld Amer Bds | 20 | +20 | $6 |
Com | 20 | +20 | $6 |
GSK PLC ADR | 155 | -400 | $6 |
GSK | 155 | -400 | $6 |
Horizon Bancorp Inc | 450 | UNCH | $6 |
HBNC | 450 | UNCH | $6 |
Ishares Robotics & Artificial Intel ETF (IRBO) | 160 | UNCH | $6 |
IRBO | 160 | UNCH | $6 |
Ishares Tr MSCI Intl Value Fd (IVLU) | 226 | +226 | $6 |
IVLU | 226 | +226 | $6 |
Marine Products Corp | 553 | UNCH | $6 |
MPX | 553 | UNCH | $6 |
Newmont Mining Corp | 138 | +1 | $6 |
NEM | 138 | +1 | $6 |
Omnicom Group Inc | 68 | -1,053 | $6 |
OMC | 68 | -1,053 | $6 |
Paylocity Hldg Corp | 37 | UNCH | $6 |
PCTY | 37 | UNCH | $6 |
Invesco Global Water ETF (PIO) | 150 | UNCH | $6 |
PIO | 150 | UNCH | $6 |
Siteone Landscape Supply Inc | 38 | UNCH | $6 |
SITE | 38 | UNCH | $6 |
Isun Inc | 15,000 | UNCH | $5 |
ISUN | 15,000 | UNCH | $5 |
Marathon Oil Corp | 207 | +7 | $5 |
MRO | 207 | +7 | $5 |
Overstock Com Inc Del | 300 | +300 | $5 |
OSTK | 300 | +300 | $5 |
SJW Corp | 80 | UNCH | $5 |
SJW | 80 | UNCH | $5 |
Vodafone Group PLC New ADR | 545 | +236 | $5 |
VOD | 545 | +236 | $5 |
Airbus Group ADR | 112 | -455 | $4 |
Com | 112 | -455 | $4 |
Alexander & Baldwin Inc New | 228 | -1,791 | $4 |
ALEX | 228 | -1,791 | $4 |
Aptiv PLC | 45 | -210 | $4 |
APTV | 45 | -210 | $4 |
Centene Corp | 51 | -222 | $4 |
CNC | 51 | -222 | $4 |
Cenovus Energy Inc | 219 | +114 | $4 |
CVE | 219 | +114 | $4 |
Fisker Inc Cl A | 2,300 | UNCH | $4 |
FSR | 2,300 | UNCH | $4 |
Howard Hughes Holdings Inc | 50 | UNCH | $4 |
HHH | 50 | UNCH | $4 |
Morgan Stanley India Invt Fd I | 179 | UNCH | $4 |
IIF | 179 | UNCH | $4 |
Inspire Medical Systems Inc | 18 | UNCH | $4 |
INSP | 18 | UNCH | $4 |
LVMH Moet Hennessy Louis Vuitton ADR | 27 | -43 | $4 |
Com | 27 | -43 | $4 |
Oshkosh Corp | 38 | UNCH | $4 |
OSK | 38 | UNCH | $4 |
Roblox Corp A | 80 | UNCH | $4 |
RBLX | 80 | UNCH | $4 |
Seagate Technology Hldngs PLC | 50 | -60 | $4 |
STX | 50 | -60 | $4 |
United Continental Hldgs Inc | 107 | +2 | $4 |
UAL | 107 | +2 | $4 |
Armour Residential Reit Inc | 175 | -700 | $3 |
ARR | 175 | -700 | $3 |
Brighthouse Finl Inc | 53 | UNCH | $3 |
BHF | 53 | UNCH | $3 |
Topbuild Corp | 8 | -236 | $3 |
BLD | 8 | -236 | $3 |
Invesco Slf Idx Bulletshs 2024 Hi Yld Cp ETF (BSJO) | 131 | UNCH | $3 |
BSJO | 131 | UNCH | $3 |
Cullen Frost Bankers Inc | 30 | UNCH | $3 |
CFR | 30 | UNCH | $3 |
DSV A S ADR | 37 | +37 | $3 |
Com | 37 | +37 | $3 |
Hanesbrands Inc | 615 | -148 | $3 |
HBI | 615 | -148 | $3 |
Hermes International SA ADR | 16 | +16 | $3 |
Com | 16 | +16 | $3 |
Icici Bank Ltd Adr | 119 | +119 | $3 |
IBN | 119 | +119 | $3 |
Mercedes Benz Group ADR | 200 | -200 | $3 |
Com | 200 | -200 | $3 |
National Healthcare Corp | 30 | UNCH | $3 |
NHC | 30 | UNCH | $3 |
Nano Dimension Ltd | 1,400 | UNCH | $3 |
NNDM | 1,400 | UNCH | $3 |
Safran ADR | 74 | +74 | $3 |
Com | 74 | +74 | $3 |
Snap On Inc | 12 | -98 | $3 |
SNA | 12 | -98 | $3 |
TKO Group Holdings Inc | 40 | UNCH | $3 |
TKO | 40 | UNCH | $3 |
America Movil Sab De Cv Spns ADR Cl B | 109 | +109 | $2 |
AMX | 109 | +109 | $2 |
Avalonbay Cmntys Inc | 13 | +13 | $2 |
AVB | 13 | +13 | $2 |
Baillie Gifford Intl Alpha Fd K | 119 | +119 | $2 |
Com | 119 | +119 | $2 |
Bunge Global SA | 21 | UNCH | $2 |
BG | 21 | UNCH | $2 |
CF Industries Holdings Inc. | 19 | +19 | $2 |
CF | 19 | +19 | $2 |
Electronic Arts Inc | 16 | +16 | $2 |
EA | 16 | +16 | $2 |
Essilor Intl SA ADR | 19 | +19 | $2 |
Com | 19 | +19 | $2 |
Expeditors Intl Of Wash Inc | 19 | +19 | $2 |
EXPD | 19 | +19 | $2 |
Extra Space Storage Inc | 14 | +14 | $2 |
EXR | 14 | +14 | $2 |
Godaddy Inc Cl A | 23 | +23 | $2 |
GDDY | 23 | +23 | $2 |
Blackrock Muniyield Quality Fd Inc ETF (MQY) | 166 | UNCH | $2 |
MQY | 166 | UNCH | $2 |
NRG Energy Inc New | 33 | -743 | $2 |
NRG | 33 | -743 | $2 |
Newell Brands Inc | 200 | UNCH | $2 |
NWL | 200 | UNCH | $2 |
Peloton Interactive Inc A | 300 | UNCH | $2 |
PTON | 300 | UNCH | $2 |
Regeneron Pharmaceuticals Inc | 2 | -20 | $2 |
REGN | 2 | -20 | $2 |
Atlassian Corporation Cl A | 8 | UNCH | $2 |
TEAM | 8 | UNCH | $2 |
TotalEnergies SE | 30 | +30 | $2 |
TTE | 30 | +30 | $2 |
Under Armor Inc Class A | 200 | UNCH | $2 |
UAA | 200 | UNCH | $2 |
Alamos Gold Inc New A | 73 | +73 | $1 |
AGI | 73 | +73 | $1 |
Ameresco Inc | 40 | -1,650 | $1 |
AMRC | 40 | -1,650 | $1 |
DXC Technology Co | 23 | +23 | $1 |
DXC | 23 | +23 | $1 |
Whole Earth Brands Inc | 278 | -1,000 | $1 |
FREE | 278 | -1,000 | $1 |
Canoo Inc Cl A | 2,000 | UNCH | $1 |
GOEV | 2,000 | UNCH | $1 |
Huntington Bancshares Inc (HBAN) | 44 | +44 | $1 |
HBAN | 44 | +44 | $1 |
Investors Quality Tax Exmpt Tr Ser 129 | 6 | +6 | $1 |
Com | 6 | +6 | $1 |
Kinder Morgan Inc | 29 | -271 | $1 |
KMI | 29 | -271 | $1 |
Mosaic Co New | 38 | UNCH | $1 |
MOS | 38 | UNCH | $1 |
Annaly Capital Management Inc New | 75 | -245 | $1 |
NLY | 75 | -245 | $1 |
Oscar Health Inc A | 100 | UNCH | $1 |
OSCR | 100 | UNCH | $1 |
Pernod Ricard SA ADR | 34 | +34 | $1 |
Com | 34 | +34 | $1 |
Pioneer Natural Resources Co | 3 | +3 | $1 |
PXD | 3 | +3 | $1 |
Schwab Strategic Tr Emerging Mkts Equity ETF (SCHE) | 33 | UNCH | $1 |
SCHE | 33 | UNCH | $1 |
10x Genomics Inc Cl A | 14 | UNCH | $1 |
TXG | 14 | UNCH | $1 |
UWM Holdings Corp A | 190 | UNCH | $1 |
UWMC | 190 | UNCH | $1 |
WABTEC Corp | 11 | UNCH | $1 |
WAB | 11 | UNCH | $1 |
Aurora Cannabis Inc NPV | 833 | UNCH | <$1 |
ACB | 833 | UNCH | $0 |
Archer Daniels Midland Co | 4 | +4 | <$1 |
ADM | 4 | +4 | $0 |
Arista Networks Inc | 2 | +2 | <$1 |
ANET | 2 | +2 | $0 |
Big Lots Inc | 10 | UNCH | <$1 |
BIG | 10 | UNCH | $0 |
Bluebird Bio Inc | 253 | UNCH | <$1 |
BLUE | 253 | UNCH | $0 |
BP Prudhoe Bay Royalty Trust | 200 | UNCH | <$1 |
BPT | 200 | UNCH | $0 |
Borg Warner Inc | 2 | -980 | <$1 |
BWA | 2 | -980 | $0 |
CBOE Global Markets Inc | 1 | -23 | <$1 |
CBOE | 1 | -23 | $0 |
Celanese Corp Del Ser A | 1 | +1 | <$1 |
CE | 1 | +1 | $0 |
C H Robinson Worldwide Inc New | 1 | +1 | <$1 |
CHRW | 1 | +1 | $0 |
Centerpoint Energy Inc | 8 | -5,992 | <$1 |
CNP | 8 | -5,992 | $0 |
Catalent Inc | 3 | +3 | <$1 |
CTLT | 3 | +3 | $0 |
Delta Air Lines Inc Del New | 2 | +2 | <$1 |
DAL | 2 | +2 | $0 |
Donnelley Finl Solutions Inc | 4 | +4 | <$1 |
DFIN | 4 | +4 | $0 |
Quest Diagnostics Inc | 2 | -43 | <$1 |
DGX | 2 | -43 | $0 |
D R Horton Inc | 3 | +3 | <$1 |
DHI | 3 | +3 | $0 |
Dish Network Corp Cl A | 26 | UNCH | <$1 |
DISH | 26 | UNCH | $0 |
Desktop Metal Inc | 629 | UNCH | <$1 |
DM | 629 | UNCH | $0 |
DaVita Inc | 3 | +3 | <$1 |
DVA | 3 | +3 | $0 |
Edison Intl | 1 | -249 | <$1 |
EIX | 1 | -249 | $0 |
Equity Residential | 6 | +6 | <$1 |
EQR | 6 | +6 | $0 |
EQT Corp | 2 | +2 | <$1 |
EQT | 2 | +2 | $0 |
Etsy Inc | 1 | +1 | <$1 |
ETSY | 1 | +1 | $0 |
Evergy Inc NPV | 7 | -1,578 | <$1 |
EVRG | 7 | -1,578 | $0 |
Expedia Group Inc | 1 | +1 | <$1 |
EXPE | 1 | +1 | $0 |
FMC Corp New | 1 | +1 | <$1 |
FMC | 1 | +1 | $0 |
Arcimoto Inc New | 4 | UNCH | <$1 |
FUV | 4 | UNCH | $0 |
Gen Digital Inc | 13 | -987 | <$1 |
GEN | 13 | -987 | $0 |
Globe Life Inc | 4 | +4 | <$1 |
GL | 4 | +4 | $0 |
Gamestop Corp New | 28 | UNCH | <$1 |
GME | 28 | UNCH | $0 |
Generac Holdings Inc | 1 | -24 | <$1 |
GNRC | 1 | -24 | $0 |
Global Payments Inc | 3 | +3 | <$1 |
GPN | 3 | +3 | $0 |
Gray Television Inc | 10 | UNCH | <$1 |
GTN | 10 | UNCH | $0 |
Hasbro Inc. | 2 | -77 | <$1 |
HAS | 2 | -77 | $0 |
HCA Healthcare Inc | 1 | -63 | <$1 |
HCA | 1 | -63 | $0 |
Hilton Worldwide Hldgs Inc | 1 | +1 | <$1 |
HLT | 1 | +1 | $0 |
Hologic Inc | 1 | +1 | <$1 |
HOLX | 1 | +1 | $0 |
Hormel Foods Corp | 7 | +7 | <$1 |
HRL | 7 | +7 | $0 |
Incyte Corp | 5 | +5 | <$1 |
INCY | 5 | +5 | $0 |
Kroger Company | 3 | +3 | <$1 |
KR | 3 | +3 | $0 |
L3Harris Technologies Inc | 2 | +2 | <$1 |
LHX | 2 | +2 | $0 |
Las Vegas Sands Corp | 3 | +1 | <$1 |
LVS | 3 | +1 | $0 |
Mid Amer Apt Cmntys Inc | 3 | +3 | <$1 |
MAA | 3 | +3 | $0 |
MGM Resorts International | 2 | +2 | <$1 |
MGM | 2 | +2 | $0 |
Monster Beverage Corp New | 6 | +4 | <$1 |
MNST | 6 | +4 | $0 |
Norwegian Cruise Line Hldg Ltd | 6 | +6 | <$1 |
NCLH | 6 | +6 | $0 |
Nisource Inc | 3 | +3 | <$1 |
NI | 3 | +3 | $0 |
Net Lease Office Properties | 9 | +9 | <$1 |
NLOP | 9 | +9 | $0 |
Netapp Inc | 1 | +1 | <$1 |
NTAP | 1 | +1 | $0 |
News Corp New Cl A | 4 | UNCH | <$1 |
NWSA | 4 | UNCH | $0 |
On Semiconductor Corp | 5 | -99 | <$1 |
ON | 5 | -99 | $0 |
Orion Office REIT Inc | 12 | UNCH | <$1 |
ONL | 12 | UNCH | $0 |
Onyx Svc & Solutions Inc | 3,000 | UNCH | <$1 |
Com | 3,000 | UNCH | $0 |
PG&E Corp | 5 | +5 | <$1 |
PCG | 5 | +5 | $0 |
Plug Power Inc New | 40 | UNCH | <$1 |
PLUG | 40 | UNCH | $0 |
Qorvo Inc | 1 | +1 | <$1 |
QRVO | 1 | +1 | $0 |
Royal Caribbean Cruises | 1 | +1 | <$1 |
RCL | 1 | +1 | $0 |
Robert Half International Inc | 2 | +2 | <$1 |
RHI | 2 | +2 | $0 |
Rollins Inc | 4 | +4 | <$1 |
ROL | 4 | +4 | $0 |
Ross Stores Inc | 1 | UNCH | <$1 |
ROST | 1 | UNCH | $0 |
Revvity Inc | 2 | +2 | <$1 |
RVTY | 2 | +2 | $0 |
Echostar Corp | 5 | UNCH | <$1 |
SATS | 5 | UNCH | $0 |
SBA Communications Corp Cl A | 1 | +1 | <$1 |
SBAC | 1 | +1 | $0 |
Scilex Holding Co | 29 | UNCH | <$1 |
SCLX | 29 | UNCH | $0 |
Siguler Guff Distressed Opp Fund | 1 | UNCH | <$1 |
Com | 1 | UNCH | $0 |
Snap Inc | 20 | UNCH | <$1 |
SNAP | 20 | UNCH | $0 |
Sorrento Therapeutics Inc | 204 | UNCH | <$1 |
Com | 204 | UNCH | $0 |
Swedish Match Compulsory Redeemed Sh TIA | 8,000 | UNCH | <$1 |
Com | 8,000 | UNCH | $0 |
Teradyne Inc | 1 | +1 | <$1 |
TER | 1 | +1 | $0 |
Tapestry Inc | 2 | UNCH | <$1 |
TPR | 2 | UNCH | $0 |
Tyson Foods Inc Cl A | 6 | -84 | <$1 |
TSN | 6 | -84 | $0 |
Take two Interactive Software | 1 | +1 | <$1 |
TTWO | 1 | +1 | $0 |
UDR Inc | 6 | -35 | <$1 |
UDR | 6 | -35 | $0 |
Universal Health Svcs Inc Cl B | 3 | +3 | <$1 |
UHS | 3 | +3 | $0 |
Unum Group | 2 | UNCH | <$1 |
UNM | 2 | UNCH | $0 |
V F Cp | 20 | -691 | <$1 |
VFC | 20 | -691 | $0 |
Workhorse Group Inc New | 300 | UNCH | <$1 |
WKHS | 300 | UNCH | $0 |
Westrock Co | 2 | +2 | <$1 |
WRK | 2 | +2 | $0 |
Zander Therapeutics Inc | 2,941 | +0 | $0 |
Com | 2,941 | UNCH | $0 |
Advance Auto Parts Inc | $0 (exited) | ||
AAP | 0 | -395 | $0 |
Cencora Inc | $0 (exited) | ||
ABC | 0 | -300 | $0 |
Accelleron Inds AG ADR | $0 (exited) | ||
Com | 0 | -110 | $0 |
Alcon AG | $0 (exited) | ||
ALC | 0 | -233 | $0 |
AMC Entmt Hldgs Inc Cl A New | $0 (exited) | ||
AMC | 0 | -42 | $0 |
Amcor PLC | $0 (exited) | ||
AMCR | 0 | -663 | $0 |
Array Technologies Inc | $0 (exited) | ||
ARRY | 0 | -2,750 | $0 |
Arrow Electronics Inc | $0 (exited) | ||
ARW | 0 | -602 | $0 |
Astec Inds Inc | $0 (exited) | ||
ASTE | 0 | -28 | $0 |
Activision Blizzard Inc | $0 (exited) | ||
ATVI | 0 | -46,779 | $0 |
Aurinia Pharmaceuticals Inc | $0 (exited) | ||
AUPH | 0 | -1,000 | $0 |
Bath & Body Works Inc | $0 (exited) | ||
BBWI | 0 | -800 | $0 |
Best Buy Company Inc | $0 (exited) | ||
BBY | 0 | -1 | $0 |
Brookfield Renewable Corp A | $0 (exited) | ||
BEPC | 0 | -337 | $0 |
Berry Plastics Group Inc | $0 (exited) | ||
BERY | 0 | -184 | $0 |
Brookfield Infrastructure Corp Cl A | $0 (exited) | ||
BIPC | 0 | -265 | $0 |
BJs Wholesale Club Hldgs Inc | $0 (exited) | ||
BJ | 0 | -260 | $0 |
Brookfield Reins Ltd A | $0 (exited) | ||
BNRE | 0 | -1 | $0 |
Bank Of Nova Scotia Halifax | $0 (exited) | ||
BNS | 0 | -250 | $0 |
Invesco Bulletshares 2023 Corp Bd ETF | $0 (exited) | ||
BSCN | 0 | -148 | $0 |
Bentley Sys Inc Cl B | $0 (exited) | ||
BSY | 0 | -140 | $0 |
Canon Inc Adr Repstg 5 Shs | $0 (exited) | ||
Com | 0 | -30 | $0 |
Caseys Gen Stores Inc | $0 (exited) | ||
CASY | 0 | -56 | $0 |
Consol Energy Inc | $0 (exited) | ||
CEIX | 0 | -36 | $0 |
Chewy Inc | $0 (exited) | ||
CHWY | 0 | -200 | $0 |
CMS Energy Corp | $0 (exited) | ||
CMS | 0 | -1 | $0 |
Charles Riv Laboratories Intl | $0 (exited) | ||
CRL | 0 | -135 | $0 |
Cognizant Technology Sol Corp Cl A | $0 (exited) | ||
CTSH | 0 | -1,680 | $0 |
Dropbox Inc A | $0 (exited) | ||
DBX | 0 | -319 | $0 |
Deutsche Telekom Ag Adr | $0 (exited) | ||
Com | 0 | -65 | $0 |
Wisdomtree Emerging Mkts Smallcap Div Fd | $0 (exited) | ||
DGS | 0 | -13 | $0 |
Wisdomtree US Large Cap Divd Fd ETF | $0 (exited) | ||
DLN | 0 | -246 | $0 |
Dorchester Minerals LP | $0 (exited) | ||
DMLP | 0 | -11,416 | $0 |
Physicians Realty Trust | $0 (exited) | ||
DOC | 0 | -500 | $0 |
Emcor Group Inc | $0 (exited) | ||
EME | 0 | -26 | $0 |
Enersys | $0 (exited) | ||
ENS | 0 | -300 | $0 |
Eaton Vance New York Mun Bd Fd | $0 (exited) | ||
ENX | 0 | -1,441 | $0 |
Equinor ASA ADR | $0 (exited) | ||
EQNR | 0 | -500 | $0 |
Esperion Therapeutics Inc New | $0 (exited) | ||
ESPR | 0 | -300 | $0 |
Eaton Vance Tax Advantaged Global Divd Inc | $0 (exited) | ||
ETG | 0 | -1,050 | $0 |
Entergy Corp New | $0 (exited) | ||
ETR | 0 | -245 | $0 |
Eaton Vance Tax Advantaged Divd Inc Fund | $0 (exited) | ||
EVT | 0 | -2,350 | $0 |
East West Bancorp Inc | $0 (exited) | ||
EWBC | 0 | -50 | $0 |
Ishares MSCI Japan ETF | $0 (exited) | ||
EWJ | 0 | -32 | $0 |
Exact Sciences Corp | $0 (exited) | ||
EXAS | 0 | -128 | $0 |
Experian PLC ADR | $0 (exited) | ||
Com | 0 | -293 | $0 |
First American Finl Corp | $0 (exited) | ||
FAF | 0 | -185 | $0 |
First Trust Dow Internet Index Fund | $0 (exited) | ||
FDN | 0 | -9 | $0 |
Fiserv Inc | $0 (exited) | ||
FISV | 0 | -1,470 | $0 |
Franco Nev Corp | $0 (exited) | ||
FNV | 0 | -1,100 | $0 |
Fox Corp Cl A | $0 (exited) | ||
FOXA | 0 | -61 | $0 |
Fidelity MSCI Real Estate ETF | $0 (exited) | ||
FREL | 0 | -3,045 | $0 |
Fortrea Hldgs Inc | $0 (exited) | ||
FTREV | 0 | -2,590 | $0 |
Fulton Finl Corp PA | $0 (exited) | ||
FULT | 0 | -6 | $0 |
Gannett Co Inc New | $0 (exited) | ||
GCI | 0 | -23 | $0 |
Graco Inc | $0 (exited) | ||
GGG | 0 | -900 | $0 |
Halozyme Therapeutics Inc | $0 (exited) | ||
HALO | 0 | -200 | $0 |
Hawaiian Electric Inds Inc | $0 (exited) | ||
HE | 0 | -733 | $0 |
Huntington Ingalls Industries Inc | $0 (exited) | ||
HII | 0 | -50 | $0 |
Ishares IBoxx High Yield Corp Bond Fd | $0 (exited) | ||
HYG | 0 | -23 | $0 |
Ishs S&P Small Cap 600 Value ETF | $0 (exited) | ||
IJS | 0 | -1,546 | $0 |
Interpublic Group Cos Inc | $0 (exited) | ||
IPG | 0 | -600 | $0 |
Ishares Dow Jones US Energy Sctr Indx Fd | $0 (exited) | ||
IYE | 0 | -1,171 | $0 |
JP Morgan Ultra Short Inc ETF | $0 (exited) | ||
JPST | 0 | -71 | $0 |
Keycorp New | $0 (exited) | ||
KEY | 0 | -400 | $0 |
Carmax Inc | $0 (exited) | ||
KMX | 0 | -133 | $0 |
Kimbell Royalty Partners LP | $0 (exited) | ||
KRP | 0 | -1,629 | $0 |
Kohls Corp | $0 (exited) | ||
KSS | 0 | -3 | $0 |
Lithia Motors Inc A | $0 (exited) | ||
LAD | 0 | -7 | $0 |
Lear Corp New | $0 (exited) | ||
LEA | 0 | -150 | $0 |
Littelfuse Inc | $0 (exited) | ||
LFUS | 0 | -24 | $0 |
Lincoln National Corp Inc | $0 (exited) | ||
LNC | 0 | -800 | $0 |
LPL Financial Holdings Inc | $0 (exited) | ||
LPLA | 0 | -54 | $0 |
Landstar Sys Inc | $0 (exited) | ||
LSTR | 0 | -18 | $0 |
Lumen Technologies Inc | $0 (exited) | ||
LUMN | 0 | -33 | $0 |
Southwest Airlines Co | $0 (exited) | ||
LUV | 0 | -200 | $0 |
Live Nation Inc | $0 (exited) | ||
LYV | 0 | -79 | $0 |
Blackrock Munihldgs NY Qlty Fd | $0 (exited) | ||
MHN | 0 | -1,350 | $0 |
MKS Instruments Inc | $0 (exited) | ||
MKSI | 0 | -18 | $0 |
Molina Healthcare Inc | $0 (exited) | ||
MOH | 0 | -9 | $0 |
Nasdaq Stock Mkt Inc | $0 (exited) | ||
NDAQ | 0 | -2,931 | $0 |
Nokia Corp Spons ADR | $0 (exited) | ||
NOK | 0 | -862 | $0 |
Nuveen New York AMT Free Qlty Muni Inc Fd | $0 (exited) | ||
NRK | 0 | -3,355 | $0 |
NVR Inc | $0 (exited) | ||
NVR | 0 | -2 | $0 |
InVitae Corp | $0 (exited) | ||
NVTA | 0 | -400 | $0 |
Oakmark Global Investor Fd | $0 (exited) | ||
Com | 0 | -1,172 | $0 |
ONE Gas Inc | $0 (exited) | ||
OGS | 0 | -1,500 | $0 |
Ormat Technologies Inc | $0 (exited) | ||
ORA | 0 | -220 | $0 |
Paramount Global | $0 (exited) | ||
PARA | 0 | -2,301 | $0 |
Phinia Inc | $0 (exited) | ||
PHIN | 0 | -196 | $0 |
Douglas Dynamics Inc | $0 (exited) | ||
PLOW | 0 | -300 | $0 |
Quanta Services Inc | $0 (exited) | ||
PWR | 0 | -99 | $0 |
Ferrari NV | $0 (exited) | ||
RACE | 0 | -52 | $0 |
Dr Reddy s Lab ADR | $0 (exited) | ||
RDY | 0 | -23 | $0 |
Rapid7 Inc | $0 (exited) | ||
RPD | 0 | -415 | $0 |
RPM International Inc | $0 (exited) | ||
RPM | 0 | -500 | $0 |
Reliance Steel & Aluminum Co | $0 (exited) | ||
RS | 0 | -41 | $0 |
Sunrun Inc | $0 (exited) | ||
RUN | 0 | -2,703 | $0 |
Schwab Strategic Tr US Broad Mkt ETF | $0 (exited) | ||
SCHB | 0 | -55 | $0 |
Signature Bk NY NY | $0 (exited) | ||
Com | 0 | -200 | $0 |
SunPower Corporation | $0 (exited) | ||
SPWR | 0 | -11,365 | $0 |
Block Inc | $0 (exited) | ||
SQ | 0 | -685 | $0 |
Sun Communities Inc REIT | $0 (exited) | ||
SUI | 0 | -73 | $0 |
Teladoc Health Inc | $0 (exited) | ||
TDOC | 0 | -100 | $0 |
Tilray Inc | $0 (exited) | ||
TLRY | 0 | -450 | $0 |
Texas Pacific Land Corporation | $0 (exited) | ||
TPL | 0 | -500 | $0 |
Vanguard MM Cash Reserves Fd Adm | $0 (exited) | ||
Com | 0 | -22,566 | $0 |
Vanguard Small Cap Growth ETF | $0 (exited) | ||
VBK | 0 | -300 | $0 |
Vang FTSE Europe ETF | $0 (exited) | ||
VGK | 0 | -580 | $0 |
Vector Group Ltd | $0 (exited) | ||
VGR | 0 | -1,102 | $0 |
Vmware Inc Cl A | $0 (exited) | ||
VMW | 0 | -334 | $0 |
Viper Energy Partners LP | $0 (exited) | ||
VNOM | 0 | -325 | $0 |
Ventas Inc REIT | $0 (exited) | ||
VTR | 0 | -263 | $0 |
Amex Industrial Select Sector SPDR ETF | $0 (exited) | ||
XLI | 0 | -1,000 | $0 |
XPO Logistics Inc | $0 (exited) | ||
XPO | 0 | -38 | $0 |
Zebra Technologies Corp Cl A | 0 | -87 | $0 (exited) |
ZBRA | 0 | -87 | $0 |
See Summary: Trust Co. of Vermont Top Holdings
See Details: Top 10 Stocks Held By Trust Co. of Vermont
Entity | Shares/Amount Change | Position Value Change |
---|---|---|
VLTO | +2,194 | +$180 |
DGRO | +3,001 | +$162 |
FVD | +3,600 | +$146 |
FI | +900 | +$120 |
UIT FT Unit 10506 Select DSIP Ser 23 | +10,000 | +$109 |
Sandoz Group AG Sponsored ADS | +3,149 | +$101 |
FTRE | +2,295 | +$80 |
ARE | +500 | +$63 |
COR | +300 | +$62 |
LQD | +450 | +$50 |
Entity | Shares/Amount Change | Position Value Change |
---|---|---|
ATVI | -46,779 | -$4,380 |
TPL | -500 | -$912 |
DMLP | -11,416 | -$332 |
FISV | -1,470 | -$166 |
FNV | -1,100 | -$147 |
NDAQ | -2,931 | -$142 |
IJS | -1,546 | -$138 |
CTSH | -1,680 | -$114 |
OGS | -1,500 | -$102 |
XLI | -1,000 | -$101 |
Entity | Shares/Amount Change | Position Value Change |
---|---|---|
NEE | +35,732 | +$3,014 |
CTVA | +17,558 | +$826 |
NVDA | +9,094 | +$5,361 |
TSM | +7,416 | +$1,081 |
ICLN | +6,099 | +$130 |
WMT | +5,621 | +$793 |
TMUS | +5,045 | +$880 |
META | +4,550 | +$3,878 |
EMR | +4,055 | +$483 |
O | +3,738 | +$1,459 |
Entity | Shares/Amount Change | Position Value Change |
---|---|---|
VTIP | -59,572 | -$2,763 |
CSX | -51,750 | -$1,526 |
BMY | -51,322 | -$3,313 |
ENB | -50,711 | -$973 |
PFE | -49,871 | -$3,055 |
T | -46,808 | -$528 |
AAPL | -46,293 | +$3,203 |
MDLZ | -36,471 | -$2,393 |
JPM | -33,009 | -$655 |
Size ($ in 1000's)
At 12/31/2023: $1,499,632 At 09/30/2023: $1,481,115 Trust Co. of Vermont holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Trust Co. of Vermont 13F filings. Link to 13F filings: SEC filings |