744 is the total number of securities W.G. Shaheen & Associates DBA Whitney & Co has owned. The longest W.G. Shaheen & Associates DBA Whitney & Co has owned a single stock is 45 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
AAPL | APPLE INC | 45 | 45 | 3.62% | 7.05% | 15.95% | Q2 2013 | Q2 2024 | 45 |
MSFT | MICROSOFT CORP | 45 | 45 | 1.11% | 3.16% | 5.64% | Q2 2013 | Q2 2024 | 45 |
PAYX | PAYCHEX INC | 45 | 45 | 0.84% | 2.16% | 3.70% | Q2 2013 | Q2 2024 | 45 |
JPM | JPMORGAN CHASE & CO. | 45 | 45 | 0.54% | 1.58% | 2.69% | Q2 2013 | Q2 2024 | 45 |
CSCO | Cisco Systems Inc | 45 | 45 | 0.07% | 1.51% | 2.44% | Q2 2013 | Q2 2024 | 45 |
ABBV | ABBVIE INC | 45 | 45 | 0.13% | 1.45% | 3.10% | Q2 2013 | Q2 2024 | 45 |
INTC | INTEL CORP | 45 | 45 | 0.09% | 1.33% | 2.64% | Q2 2013 | Q2 2024 | 45 |
NSC | NORFOLK SOUTHN CORP | 45 | 45 | 0.63% | 1.28% | 1.76% | Q2 2013 | Q2 2024 | 45 |
MDLZ | Mondelez Intl Inc Cl A | 45 | 45 | 0.51% | 1.26% | 1.98% | Q2 2013 | Q2 2024 | 45 |
PNC | PNC FINL SVCS GROUP INC | 45 | 45 | 0.16% | 1.05% | 1.93% | Q2 2013 | Q2 2024 | 45 |
TMP | TOMPKINS FINL CORP | 45 | 45 | 0.04% | 0.95% | 2.17% | Q2 2013 | Q2 2024 | 45 |
AMGN | AMGEN INC | 45 | 45 | 0.26% | 0.95% | 1.81% | Q2 2013 | Q2 2024 | 45 |
KO | COCA COLA CO | 45 | 45 | 0.09% | 0.91% | 2.25% | Q2 2013 | Q2 2024 | 45 |
XOM | EXXON MOBIL CORP | 45 | 45 | 0.09% | 0.90% | 2.68% | Q2 2013 | Q2 2024 | 45 |
PG | PROCTER & GAMBLE CO | 45 | 45 | 0.17% | 0.89% | 1.46% | Q2 2013 | Q2 2024 | 45 |
JNJ | JOHNSON & JOHNSON | 45 | 45 | 0.18% | 0.86% | 1.92% | Q2 2013 | Q2 2024 | 45 |
CVX | CHEVRON CORP NEW | 45 | 45 | 0.07% | 0.65% | 1.64% | Q2 2013 | Q2 2024 | 45 |
AEP | American Electric Powe... | 45 | 45 | 0.06% | 0.56% | 1.23% | Q2 2013 | Q2 2024 | 45 |
SYK | STRYKER CORPORATION | 45 | 45 | 0.15% | 0.50% | 1.19% | Q2 2013 | Q2 2024 | 45 |
IBM | Intl Business Machines | 45 | 45 | 0.07% | 0.33% | 1.03% | Q2 2013 | Q2 2024 | 45 |
ORCL | ORACLE CORP | 45 | 45 | 0.15% | 0.25% | 0.44% | Q2 2013 | Q2 2024 | 45 |
SYY | SYSCO CORP | 45 | 45 | 0.05% | 0.23% | 0.64% | Q2 2013 | Q2 2024 | 45 |
GLD | SPDR Gold Trust Gold | 45 | 45 | 0.05% | 0.16% | 0.59% | Q2 2013 | Q2 2024 | 45 |
BAC | BK OF AMERICA CORP | 45 | 45 | 0.07% | 0.15% | 0.32% | Q2 2013 | Q2 2024 | 45 |
FB | META PLATFORMS INC | 44 | 44 | 0.18% | 1.81% | 3.85% | Q3 2013 | Q2 2024 | 44 |
WM | WASTE MGMT INC DEL | 26 | 18 | 0.05% | 0.38% | 0.96% | Q2 2013 | Q2 2024 | 44 |
MMM | 3M CO | 44 | 44 | 0.03% | 0.26% | 0.54% | Q2 2013 | Q1 2024 | 44 |
PEP | PEPSICO INC | 27 | 17 | 0.04% | 0.13% | 0.31% | Q2 2013 | Q2 2024 | 44 |
STZ | Constellation Brands I... | 43 | 43 | 0.21% | 1.72% | 3.10% | Q4 2013 | Q2 2024 | 43 |
CMCSA | COMCAST CORP NEW | 43 | 43 | 0.03% | 1.70% | 2.46% | Q4 2013 | Q2 2024 | 43 |
COST | COSTCO WHSL CORP NEW | 42 | 42 | 0.70% | 1.11% | 1.50% | Q1 2014 | Q2 2024 | 42 |
VZ | VERIZON COMMUNICATIONS... | 40 | 40 | 0.10% | 1.46% | 3.07% | Q2 2013 | Q1 2023 | 40 |
MCD | MCDONALDS CORP | 40 | 40 | 0.07% | 0.29% | 0.58% | Q3 2014 | Q2 2024 | 40 |
ANTM | ELEVANCE HEALTH INC | 39 | 39 | 0.17% | 0.30% | 0.57% | Q4 2014 | Q2 2024 | 39 |
MRK | MERCK & CO. INC | 37 | 37 | 1.32% | 1.75% | 2.60% | Q2 2015 | Q2 2024 | 37 |
LOW | LOWES COS INC | 30 | 7 | 0.08% | 1.46% | 2.56% | Q4 2014 | Q2 2024 | 37 |
PSX | PHILLIPS 66 | 28 | 1 | 0.03% | 1.01% | 1.61% | Q2 2013 | Q2 2024 | 37 |
PYPL | Paypal Holdings Inc | 36 | 36 | 0.50% | 1.61% | 3.10% | Q3 2015 | Q2 2024 | 36 |
MU | MICRON TECHNOLOGY INC | 18 | 2 | 0.04% | 0.29% | 0.70% | Q4 2014 | Q2 2024 | 36 |
GOOGL | Alphabet Inc Cap Stock... | 35 | 35 | 1.59% | 2.07% | 2.51% | Q4 2015 | Q2 2024 | 35 |
GOOG | Alphabet Inc Cap Stock... | 35 | 35 | 0.45% | 1.77% | 2.95% | Q4 2015 | Q2 2024 | 35 |
T | AT&T INC | 34 | 34 | 0.04% | 0.77% | 2.51% | Q4 2013 | Q1 2022 | 34 |
MTB | M & T BK CORP | 29 | 4 | 0.03% | 0.87% | 2.15% | Q2 2013 | Q3 2021 | 33 |
SR | SPIRE INC | 33 | 33 | 0.03% | 0.28% | 2.24% | Q2 2016 | Q2 2024 | 33 |
BAX | BAXTER INTL INC | 33 | 33 | 0.04% | 0.12% | 0.32% | Q4 2013 | Q4 2021 | 33 |
ITOT | iShares Tr S&P 1500 Index | 32 | 32 | 0.10% | 2.18% | 3.23% | Q3 2016 | Q2 2024 | 32 |
AMZN | AMAZON COM INC | 32 | 32 | 0.11% | 1.55% | 3.22% | Q3 2016 | Q2 2024 | 32 |
WMT | WAL-MART STORES INC | 32 | 32 | 0.04% | 0.42% | 1.36% | Q2 2013 | Q1 2021 | 32 |
COP | CONOCOPHILLIPS | 30 | 30 | 0.48% | 0.75% | 1.23% | Q2 2013 | Q3 2020 | 30 |
SLB | SCHLUMBERGER LTD | 29 | 29 | 0.15% | 0.64% | 1.33% | Q3 2013 | Q3 2020 | 29 |
UTX | UNITED TECHNOLOGIES CORP | 28 | 28 | 1.68% | 1.95% | 2.27% | Q2 2013 | Q1 2020 | 28 |
GILD | GILEAD SCIENCES INC | 28 | 28 | 0.59% | 1.04% | 1.68% | Q2 2014 | Q1 2021 | 28 |
TIP | ISHARES TR | 28 | 28 | 0.05% | 0.67% | 1.67% | Q2 2017 | Q1 2024 | 28 |
SPY | SPDR S&P 500 Index ETF | 27 | 1 | 0.04% | 0.09% | 0.20% | Q2 2015 | Q2 2024 | 28 |
MYN | BLACKROCK MUNIYIELD N ... | 19 | 9 | 0.06% | 0.08% | 0.11% | Q2 2017 | Q2 2024 | 28 |
AGG | ISHARES TR | 19 | 8 | 0.05% | 1.90% | 6.06% | Q2 2017 | Q2 2024 | 27 |
SCHW | THE CHARLES SCHWAB COR... | 27 | 27 | 0.07% | 1.81% | 3.47% | Q4 2017 | Q2 2024 | 27 |
BA | BOEING CO | 27 | 27 | 1.13% | 1.72% | 2.44% | Q2 2013 | Q4 2019 | 27 |
IXUS | ISHARES TR | 27 | 27 | 0.04% | 0.07% | 0.10% | Q4 2017 | Q2 2024 | 27 |
BLK | BLACKROCK INC | 26 | 26 | 0.00% | 1.30% | 2.03% | Q1 2018 | Q2 2024 | 26 |
AMT | AMERICAN TOWER CORP NEW | 26 | 26 | 0.61% | 1.06% | 1.43% | Q1 2018 | Q2 2024 | 26 |
STI | SUNTRUST BKS INC | 26 | 26 | 0.36% | 0.66% | 1.09% | Q2 2013 | Q3 2019 | 26 |
PFF | ISHARES TR | 26 | 26 | 0.06% | 0.54% | 1.11% | Q1 2018 | Q2 2024 | 26 |
IEMG | ISHARES INC | 26 | 26 | 0.07% | 0.12% | 0.16% | Q1 2018 | Q2 2024 | 26 |
IDXX | IDEXX LABS INC | 26 | 26 | 0.05% | 0.07% | 0.10% | Q1 2018 | Q2 2024 | 26 |
BABA | ALIBABA GROUP HLDG LTD | 20 | 5 | 0.04% | 0.40% | 1.41% | Q1 2018 | Q2 2024 | 25 |
QQQ | INVESCO QQQ TR | 25 | 25 | 0.09% | 0.12% | 0.19% | Q2 2018 | Q2 2024 | 25 |
GIL | GILDAN ACTIVEWEAR INC | 24 | 24 | 0.04% | 0.46% | 1.63% | Q3 2018 | Q2 2024 | 24 |
NYF | ISHARES TR | 22 | 2 | 0.01% | 0.14% | 0.30% | Q1 2018 | Q2 2024 | 24 |
XLK | SELECT SECTOR SPDR TR | 24 | 24 | 0.01% | 0.13% | 0.20% | Q3 2018 | Q2 2024 | 24 |
O | REALTY INCOME CORP | 14 | 10 | 0.04% | 0.08% | 0.14% | Q3 2016 | Q2 2024 | 24 |
CI | THE CIGNA GROUP | 23 | 23 | 0.96% | 1.63% | 2.64% | Q4 2018 | Q2 2024 | 23 |
GE | GENERAL ELECTRIC CO | 22 | 1 | 0.01% | 1.46% | 2.31% | Q2 2013 | Q1 2021 | 23 |
EPD | Enterprise Products Pa... | 23 | 23 | 0.25% | 1.22% | 2.14% | Q2 2013 | Q4 2018 | 23 |
CVS | CVS Health Corporation | 23 | 23 | 0.00% | 0.52% | 1.32% | Q2 2013 | Q4 2018 | 23 |
MCK | MCKESSON CORP | 22 | 1 | 0.00% | 0.31% | 1.65% | Q3 2018 | Q2 2024 | 23 |
DIS | Disney Walt Co Disney | 9 | 2 | 0.03% | 0.05% | 0.08% | Q4 2016 | Q1 2024 | 23 |
AET | AETNA INC NEW | 22 | 22 | 1.74% | 2.66% | 3.19% | Q2 2013 | Q3 2018 | 22 |
IGSB | ISHARES TR | 22 | 22 | 0.06% | 2.58% | 6.35% | Q2 2017 | Q3 2022 | 22 |
ESRX | Express Scripts Holdin... | 22 | 22 | 1.18% | 1.85% | 2.46% | Q2 2013 | Q3 2018 | 22 |
ADBE | ADOBE SYSTEMS INCORPOR... | 21 | 1 | 0.02% | 1.49% | 2.31% | Q3 2018 | Q2 2024 | 22 |
SO | SOUTHERN CO | 22 | 22 | 0.01% | 1.39% | 1.90% | Q2 2013 | Q3 2018 | 22 |
QCOM | QUALCOMM INC | 22 | 22 | 0.01% | 1.39% | 1.86% | Q2 2013 | Q3 2018 | 22 |
AFL | AFLAC INC | 22 | 22 | 0.00% | 1.34% | 2.02% | Q2 2013 | Q3 2018 | 22 |
WFC | WELLS FARGO CO NEW | 22 | 22 | 0.51% | 1.33% | 1.70% | Q1 2014 | Q2 2019 | 22 |
NEAR | ISHARES US ETF TR | 22 | 22 | 0.05% | 1.30% | 3.95% | Q2 2018 | Q3 2023 | 22 |
IUSB | ISHARES TR | 22 | 22 | 0.03% | 1.23% | 3.43% | Q2 2018 | Q3 2023 | 22 |
DKS | DICKS SPORTING GOODS INC | 16 | 1 | 0.04% | 1.07% | 2.29% | Q3 2015 | Q3 2022 | 22 |
LSXMA | LIBERTY MEDIA CORP DEL... | 22 | 22 | 0.02% | 0.86% | 1.22% | Q1 2018 | Q2 2023 | 22 |
MET | METLIFE INC | 22 | 22 | 0.03% | 0.55% | 0.78% | Q2 2013 | Q3 2018 | 22 |
PM | PHILIP MORRIS INTL INC | 22 | 22 | 0.01% | 0.14% | 0.23% | Q2 2013 | Q3 2018 | 22 |
RYAAY | RYANAIR HOLDINGS PLC | 11 | 10 | 0.58% | 1.12% | 1.88% | Q4 2017 | Q2 2024 | 21 |
NXPI | NXP SEMICONDUCTORS N V | 10 | 2 | 0.24% | 0.84% | 2.44% | Q3 2015 | Q4 2022 | 21 |
CHTR | CHARTER COMMUNICATIONS... | 14 | 7 | 0.04% | 0.74% | 1.74% | Q1 2017 | Q1 2024 | 21 |
VMW | VMware Inc Cl A | 10 | 3 | 0.04% | 0.47% | 1.32% | Q2 2013 | Q3 2023 | 21 |
BX | BLACKSTONE GROUP L P | 21 | 21 | 0.00% | 0.40% | 1.02% | Q3 2013 | Q3 2018 | 21 |
PAA | PLAINS ALL AMERN PIPEL... | 18 | 3 | 0.02% | 0.22% | 0.47% | Q2 2013 | Q3 2018 | 21 |
XLF | SELECT SECTOR SPDR TR | 16 | 5 | 0.04% | 0.06% | 0.31% | Q4 2018 | Q2 2024 | 21 |
NEM | NEWMONT GOLDCORP CORPO... | 20 | 20 | 0.85% | 1.40% | 2.01% | Q3 2019 | Q2 2024 | 20 |
BKNG | BOOKING HOLDINGS INC | 19 | 1 | 0.01% | 1.15% | 1.55% | Q3 2018 | Q2 2024 | 20 |
PFE | PFIZER INC | 17 | 3 | 0.03% | 1.13% | 1.95% | Q1 2018 | Q1 2023 | 20 |
LRCX | LAM RESEARCH CORP | 17 | 3 | 0.02% | 0.48% | 0.88% | Q1 2018 | Q2 2024 | 20 |
ULTA | ULTA BEAUTY INC | 17 | 3 | 0.01% | 0.38% | 1.06% | Q1 2018 | Q2 2024 | 20 |
QQQ | POWERSHARES QQQ TRUST | 20 | 20 | 0.22% | 0.31% | 0.38% | Q2 2013 | Q1 2018 | 20 |
PHO | PowerShares Water Reso... | 20 | 20 | 0.10% | 0.26% | 0.49% | Q2 2013 | Q1 2018 | 20 |
LHX | L3HARRIS TECHNOLOGIES INC | 20 | 20 | 0.05% | 0.08% | 0.13% | Q3 2019 | Q2 2024 | 20 |
GOVT | ISHARES TR | 20 | 20 | 0.04% | 0.06% | 0.08% | Q4 2017 | Q3 2022 | 20 |
AGU | AGRIUM INC | 19 | 19 | 1.36% | 1.65% | 2.41% | Q2 2013 | Q4 2017 | 19 |
EMB | ISHARES TR | 19 | 19 | 0.00% | 0.84% | 2.64% | Q1 2018 | Q3 2022 | 19 |
HCP | HCP INC | 19 | 19 | 0.00% | 0.49% | 1.00% | Q1 2014 | Q3 2018 | 19 |
SWX | SOUTHWEST GAS HOLDINGS... | 19 | 19 | 0.10% | 0.15% | 0.21% | Q2 2014 | Q4 2018 | 19 |
TFC | TRUIST FINL CORP | 19 | 19 | 0.05% | 0.14% | 0.34% | Q4 2019 | Q2 2024 | 19 |
MUB | ISHARES TR | 19 | 19 | 0.04% | 0.06% | 0.11% | Q4 2019 | Q2 2024 | 19 |
MINT | PIMCO ETF TR | 14 | 2 | 0.01% | 0.03% | 0.04% | Q1 2018 | Q2 2024 | 19 |
BRKB | BERKSHIRE HATHAWAY INC... | 18 | 18 | 1.28% | 1.87% | 2.34% | Q1 2020 | Q2 2024 | 18 |
EBAY | EBAY INC | 17 | 1 | 0.00% | 0.78% | 1.33% | Q1 2014 | Q3 2018 | 18 |
TEVA | Teva Pharmaceutical In... | 18 | 18 | 0.16% | 0.65% | 1.17% | Q2 2013 | Q3 2017 | 18 |
UNP | Union Pacific Corp | 18 | 18 | 0.00% | 0.13% | 0.25% | Q2 2014 | Q3 2018 | 18 |
ISTB | ISHARES TR | 18 | 18 | 0.03% | 0.08% | 0.26% | Q1 2019 | Q2 2023 | 18 |
DD | DU PONT E I DE NEMOURS... | 17 | 17 | 1.15% | 1.56% | 1.79% | Q2 2013 | Q2 2017 | 17 |
RTX | RTX CORPORATION | 17 | 17 | 1.12% | 1.44% | 1.93% | Q2 2020 | Q2 2024 | 17 |
SPG | SIMON PPTY GROUP INC NEW | 17 | 17 | 0.34% | 1.19% | 1.96% | Q2 2020 | Q2 2024 | 17 |
AVGO | BROADCOM INC | 16 | 1 | 0.00% | 0.70% | 2.00% | Q3 2018 | Q2 2024 | 17 |
SBUX | STARBUCKS CORP | 9 | 1 | 0.02% | 0.58% | 1.28% | Q1 2016 | Q2 2023 | 17 |
EMN | EASTMAN CHEMICAL CO | 17 | 17 | 0.09% | 0.51% | 0.84% | Q2 2015 | Q2 2019 | 17 |
PCG | PG&E CORP | 14 | 3 | 0.01% | 0.10% | 0.13% | Q2 2014 | Q3 2018 | 17 |
XLE | SELECT SECTOR SPDR TR | 15 | 1 | 0.07% | 1.96% | 2.90% | Q4 2018 | Q2 2024 | 16 |
NTR | NUTRIEN LTD | 16 | 16 | 0.72% | 1.49% | 2.22% | Q1 2018 | Q4 2021 | 16 |
BERY | BERRY GLOBAL GROUP INC | 16 | 16 | 0.74% | 1.34% | 1.82% | Q2 2020 | Q1 2024 | 16 |
TLLP | TESORO LOGISTICS LP | 15 | 1 | 0.59% | 1.24% | 1.96% | Q2 2013 | Q2 2017 | 16 |
CAT | CATERPILLAR INC DEL | 12 | 1 | 0.01% | 1.19% | 2.10% | Q2 2013 | Q1 2024 | 16 |
SXL | Sunoco Logistics Partn... | 16 | 16 | 0.30% | 1.17% | 2.02% | Q2 2013 | Q1 2017 | 16 |
CNI | CANADIAN NATL RY CO | 13 | 3 | 0.01% | 0.58% | 0.88% | Q1 2018 | Q2 2024 | 16 |
IEFA | ISHARES TR | 16 | 16 | 0.05% | 0.18% | 0.25% | Q4 2017 | Q3 2021 | 16 |
FBHS | Fortune Brands Home & ... | 12 | 1 | 0.03% | 0.15% | 0.29% | Q2 2013 | Q4 2021 | 16 |
SUB | ISHARES TR | 11 | 5 | 0.03% | 0.06% | 0.14% | Q3 2019 | Q2 2024 | 16 |
CNND | Canandaigua Natl Corp | 15 | 15 | 1.09% | 1.30% | 1.78% | Q2 2013 | Q4 2016 | 15 |
CRM | SALESFORCE INC | 15 | 15 | 0.57% | 0.89% | 1.22% | Q4 2020 | Q2 2024 | 15 |
MRO | MARATHON OIL CORP | 14 | 1 | 0.00% | 0.69% | 1.31% | Q2 2013 | Q3 2018 | 15 |
DFS | DISCOVER FINL SVCS | 14 | 1 | 0.00% | 0.49% | 0.84% | Q2 2014 | Q1 2018 | 15 |
GLW | CORNING INC | 12 | 3 | 0.01% | 0.41% | 0.62% | Q2 2013 | Q3 2018 | 15 |
Dodge & Cox Funds Intl... | 15 | 15 | 0.13% | 0.34% | 0.58% | Q2 2013 | Q4 2016 | 15 | |
SRE | SEMPRA ENERGY | 12 | 3 | 0.03% | 0.30% | 1.04% | Q1 2018 | Q2 2024 | 15 |
Fidelity Aberdeen Str ... | 15 | 15 | 0.07% | 0.21% | 0.32% | Q2 2013 | Q4 2016 | 15 | |
TSLA | TESLA INC | 15 | 15 | 0.04% | 0.07% | 0.10% | Q4 2020 | Q2 2024 | 15 |
GM | GENERAL MTRS CO | 15 | 15 | 0.03% | 0.05% | 0.09% | Q4 2020 | Q2 2024 | 15 |
CYBR | CyberCare Inc | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
IBZT | iBiz Technology Corp | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
FCX | Freeport-Mcmoran Inc Cl B | 11 | 3 | 0.01% | 0.88% | 2.00% | Q2 2013 | Q3 2018 | 14 |
TJX | TJX COS INC NEW | 14 | 14 | 0.11% | 0.54% | 0.97% | Q4 2016 | Q1 2020 | 14 |
HRS | HARRIS CORP DEL | 13 | 1 | 0.12% | 0.29% | 1.36% | Q2 2013 | Q2 2019 | 14 |
NKE | NIKE INC | 7 | 3 | 0.00% | 0.27% | 1.02% | Q1 2018 | Q2 2024 | 14 |
USMV | ISHARES TR | 12 | 2 | 0.01% | 0.06% | 0.10% | Q2 2018 | Q3 2022 | 14 |
VTI | VANGUARD INDEX FDS | 7 | 1 | 0.00% | 0.06% | 0.12% | Q3 2018 | Q2 2024 | 14 |
CUZ | COUSINS PPTYS INC | 13 | 1 | 0.04% | 0.06% | 0.08% | Q2 2019 | Q4 2022 | 14 |
DLR | DIGITAL RLTY TR INC | 7 | 1 | 0.03% | 0.05% | 0.08% | Q2 2016 | Q4 2021 | 14 |
ACN | ACCENTURE PLC IRELAND | 6 | 3 | 0.01% | 0.03% | 0.04% | Q1 2018 | Q2 2024 | 14 |
VRTX | VERTEX PHARMACEUTICALS... | 13 | 13 | 1.43% | 2.37% | 2.94% | Q2 2021 | Q2 2024 | 13 |
EMC | EMC Corp MA | 13 | 13 | 1.58% | 1.78% | 2.09% | Q2 2013 | Q2 2016 | 13 |
BPL | Buckeye Partners LP | 13 | 13 | 0.75% | 1.64% | 2.22% | Q2 2013 | Q2 2016 | 13 |
WAB | WABTEC | 13 | 13 | 1.05% | 1.43% | 1.71% | Q2 2021 | Q2 2024 | 13 |
BDX | BECTON DICKINSON & CO | 13 | 13 | 0.04% | 0.93% | 1.24% | Q3 2018 | Q3 2021 | 13 |
IAU | ISHARES GOLD TR | 13 | 13 | 0.06% | 0.82% | 1.61% | Q2 2021 | Q2 2024 | 13 |
TIER | TIER REIT INC | 13 | 13 | 0.10% | 0.12% | 0.14% | Q1 2016 | Q1 2019 | 13 |
UPS | UNITED PARCEL SERVICE INC | 10 | 3 | 0.01% | 0.09% | 0.14% | Q1 2018 | Q2 2024 | 13 |
LG | Laclede Group Inc | 12 | 12 | 1.42% | 1.72% | 2.24% | Q2 2013 | Q1 2016 | 12 |
V | VISA INC | 11 | 1 | 0.02% | 1.67% | 2.19% | Q3 2018 | Q2 2024 | 12 |
DISCA | DISCOVERY INC | 12 | 12 | 1.14% | 1.56% | 2.09% | Q1 2018 | Q4 2020 | 12 |
BBBY | Bed Bath & Beyond Inc | 12 | 12 | 0.59% | 1.33% | 2.04% | Q2 2013 | Q1 2016 | 12 |
ALK | ALASKA AIR GROUP INC | 12 | 12 | 0.64% | 0.85% | 1.02% | Q4 2020 | Q3 2023 | 12 |
TLT | ISHARES TR | 12 | 12 | 0.03% | 0.53% | 2.33% | Q2 2020 | Q1 2023 | 12 |
NVDA | NVIDIA CORPORATION | 11 | 1 | 0.02% | 0.38% | 1.72% | Q3 2018 | Q2 2024 | 12 |
WELL | WELLTOWER INC | 12 | 12 | 0.01% | 0.36% | 0.54% | Q4 2015 | Q3 2018 | 12 |
ARDAGH METAL PACKAGING... | 12 | 12 | 0.00% | 0.28% | 0.68% | Q3 2021 | Q2 2024 | 12 | |
QUAL | ISHARES TR | 8 | 1 | 0.03% | 0.05% | 0.07% | Q4 2020 | Q2 2024 | 12 |
BX | BLACKSTONE INC | 6 | 6 | 0.04% | 0.04% | 0.06% | Q2 2021 | Q2 2024 | 12 |
TOVC | Torvec Inc | 12 | 12 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2016 | 12 |
NCR | NCR Corp | 11 | 11 | 0.60% | 1.47% | 2.32% | Q2 2013 | Q4 2015 | 11 |
DY | Dycom Industries Inc | 11 | 11 | 0.54% | 1.37% | 2.05% | Q2 2016 | Q4 2018 | 11 |
DELL | DELL TECHNOLOGIES INC | 11 | 11 | 0.04% | 1.18% | 1.82% | Q3 2019 | Q1 2022 | 11 |
TE | TECO Energy Inc | 11 | 11 | 0.53% | 0.84% | 1.17% | Q2 2013 | Q4 2015 | 11 |
HSBCPRA | HSBC HLDGS PLC | 11 | 11 | 0.12% | 0.36% | 0.65% | Q2 2017 | Q4 2019 | 11 |
Fidelity Contrafund Inc | 11 | 11 | 0.12% | 0.17% | 0.22% | Q2 2014 | Q4 2016 | 11 | |
NFG | NATIONAL FUEL GAS CO N J | 9 | 1 | 0.00% | 0.13% | 0.19% | Q3 2013 | Q3 2018 | 11 |
XLP | SELECT SECTOR SPDR TR | 10 | 1 | 0.04% | 0.06% | 0.08% | Q4 2018 | Q2 2024 | 11 |
HME | Home Properties Inc | 10 | 10 | 2.28% | 2.51% | 2.81% | Q2 2013 | Q3 2015 | 10 |
GOOGL | Google Inc Cl A | 10 | 10 | 0.59% | 1.25% | 2.07% | Q2 2013 | Q3 2015 | 10 |
HCN | Health Care REIT Inc | 10 | 10 | 0.51% | 0.58% | 0.65% | Q2 2013 | Q3 2015 | 10 |
DGX | QUEST DIAGNOSTICS INC | 7 | 3 | 0.02% | 0.40% | 0.65% | Q1 2018 | Q1 2022 | 10 |
NFLX | NETFLIX INC | 9 | 1 | 0.02% | 0.09% | 0.14% | Q1 2017 | Q2 2024 | 10 |
MN | MANNING & NAPIER INC | 10 | 10 | 0.01% | 0.08% | 0.17% | Q2 2020 | Q3 2022 | 10 |
XLV | SELECT SECTOR SPDR TR | 10 | 10 | 0.04% | 0.06% | 0.08% | Q1 2022 | Q2 2024 | 10 |
J | JACOBS ENGR GROUP INC DEL | 7 | 3 | 0.03% | 0.04% | 0.05% | Q1 2018 | Q2 2022 | 10 |
EFA | ISHARES TR | 10 | 10 | 0.03% | 0.04% | 0.04% | Q1 2022 | Q2 2024 | 10 |
PREF | PRINCIPAL EXCHANGE-TRA... | 10 | 10 | 0.03% | 0.04% | 0.05% | Q1 2022 | Q2 2024 | 10 |
BMY | BRISTOL-MYERS SQUIBB CO | 5 | 1 | 0.02% | 0.03% | 0.04% | Q1 2018 | Q1 2023 | 10 |
A309PS | DirecTV | 9 | 9 | 1.94% | 2.16% | 2.34% | Q2 2013 | Q2 2015 | 9 |
VWOB | VANGUARD WHITEHALL FDS | 9 | 9 | 1.62% | 1.91% | 2.17% | Q2 2022 | Q2 2024 | 9 |
LUV | SOUTHWEST AIRLS CO | 9 | 9 | 1.08% | 1.24% | 1.40% | Q4 2017 | Q4 2019 | 9 |
IEI | ISHARES TR | 9 | 9 | 0.05% | 0.33% | 0.93% | Q1 2022 | Q1 2024 | 9 |
VWO | VANGUARD INTL EQUITY I... | 6 | 3 | 0.04% | 0.10% | 0.14% | Q2 2016 | Q3 2018 | 9 |
XRX | XEROX CORP | 9 | 9 | 0.05% | 0.06% | 0.08% | Q2 2017 | Q2 2019 | 9 |
WIW | WESTERN AST INFL LKD O... | 9 | 9 | 0.02% | 0.03% | 0.04% | Q1 2018 | Q1 2020 | 9 |
ETFC | E TRADE FINANCIAL CORP | 8 | 8 | 0.40% | 1.27% | 1.81% | Q1 2018 | Q4 2019 | 8 |
HAL | HALLIBURTON CO | 8 | 8 | 0.05% | 0.77% | 1.07% | Q4 2017 | Q3 2019 | 8 |
MDT | MEDTRONIC PLC | 5 | 3 | 0.00% | 0.51% | 1.00% | Q1 2018 | Q2 2024 | 8 |
ESV | Ensco PLC Class A | 8 | 8 | 0.12% | 0.41% | 0.64% | Q2 2013 | Q1 2015 | 8 |
SHY | ISHARES TR | 6 | 2 | 0.00% | 0.20% | 0.42% | Q2 2018 | Q4 2023 | 8 |
VGLT | VANGUARD SCOTTSDALE FDS | 8 | 8 | 0.12% | 0.17% | 0.21% | Q3 2022 | Q2 2024 | 8 |
Columbia Acorn Tr Intl... | 8 | 8 | 0.09% | 0.16% | 0.26% | Q2 2013 | Q1 2015 | 8 | |
IP | INTL PAPER CO | 5 | 3 | 0.03% | 0.10% | 0.15% | Q3 2014 | Q3 2018 | 8 |
JACOBS SOLUTIONS INC | 8 | 8 | 0.03% | 0.04% | 0.04% | Q3 2022 | Q2 2024 | 8 | |
ORLY | O REILLY AUTOMOTIVE IN... | 7 | 1 | 0.02% | 0.03% | 0.04% | Q3 2018 | Q2 2024 | 8 |
UAVS | AGEAGLE AERIAL SYS INC... | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2023 | 8 |
DOUBLELINE ETF TRUST | 7 | 7 | 1.04% | 2.16% | 2.59% | Q4 2022 | Q2 2024 | 7 | |
AGN | ALLERGAN PLC | 7 | 7 | 0.01% | 0.71% | 0.98% | Q3 2018 | Q1 2020 | 7 |
SLV | ISHARES SILVER TR | 7 | 7 | 0.47% | 0.53% | 0.58% | Q3 2020 | Q1 2022 | 7 |
KRFT | Kraft Foods Group Inc | 7 | 7 | 0.11% | 0.17% | 0.26% | Q2 2013 | Q4 2014 | 7 |
WPZ | Williams Partners LP N... | 4 | 1 | 0.01% | 0.16% | 0.46% | Q1 2015 | Q2 2018 | 7 |
Investment Co America | 7 | 7 | 0.08% | 0.11% | 0.12% | Q2 2015 | Q4 2016 | 7 | |
DAL | DELTA AIR LINES INC DEL | 4 | 3 | 0.02% | 0.06% | 0.10% | Q2 2014 | Q3 2018 | 7 |
WRB | W R BERKLEY CORPORATION | 6 | 6 | 0.91% | 0.96% | 1.04% | Q1 2018 | Q2 2019 | 6 |
CCJ | CAMECO CORP | 6 | 6 | 0.70% | 0.89% | 1.08% | Q1 2023 | Q2 2024 | 6 |
RRC | RANGE RES CORP | 6 | 6 | 0.71% | 0.76% | 0.88% | Q1 2023 | Q2 2024 | 6 |
SRCL | STERICYCLE INC | 6 | 6 | 0.05% | 0.73% | 1.42% | Q2 2017 | Q3 2018 | 6 |
V107SC | WellPoint Inc | 6 | 6 | 0.44% | 0.48% | 0.52% | Q2 2013 | Q3 2014 | 6 |
GOOG | Google Inc CL C | 6 | 6 | 0.30% | 0.35% | 0.40% | Q2 2014 | Q3 2015 | 6 |
Vanguard Specialized P... | 6 | 6 | 0.10% | 0.12% | 0.15% | Q2 2013 | Q3 2014 | 6 | |
IWD | ISHARES TR | 6 | 6 | 0.09% | 0.12% | 0.15% | Q3 2020 | Q4 2021 | 6 |
Euro Pacific Growth Fund | 6 | 6 | 0.08% | 0.09% | 0.10% | Q2 2015 | Q3 2016 | 6 | |
FWONA | LIBERTY MEDIA CORP DEL... | 6 | 6 | 0.03% | 0.06% | 0.08% | Q2 2017 | Q3 2018 | 6 |
BUYZ | FRANKLIN TEMPLETON ETF TR | 6 | 6 | 0.03% | 0.05% | 0.06% | Q4 2020 | Q1 2022 | 6 |
PPT | PUTNAM PREMIER INCOME TR | 6 | 6 | 0.02% | 0.04% | 0.07% | Q2 2017 | Q3 2018 | 6 |
CARR | CARRIER GLOBAL CORPORA... | 4 | 2 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q2 2024 | 6 |
ISRG | INTUITIVE SURGICAL INC | 3 | 1 | 0.02% | 0.02% | 0.03% | Q1 2018 | Q2 2024 | 6 |
RAD | RITE AID CORP | 3 | 3 | 0.00% | 0.02% | 0.04% | Q1 2017 | Q3 2018 | 6 |
TELL | TELLURIAN INC NEW | 6 | 6 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q4 2021 | 6 |
ALPP | ALPINE 4 HOLDINGS INC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 6 |
DWDP | DOWDUPONT INC | 5 | 5 | 0.07% | 1.27% | 1.76% | Q4 2017 | Q4 2018 | 5 |
4945SC | Kinder Morgan Energy P... | 5 | 5 | 0.80% | 0.90% | 0.98% | Q2 2013 | Q2 2014 | 5 |
VMC | VULCAN MATLS CO | 5 | 5 | 0.23% | 0.74% | 1.14% | Q4 2017 | Q4 2018 | 5 |
FDX | FEDEX CORP | 5 | 5 | 0.52% | 0.62% | 0.74% | Q4 2021 | Q4 2022 | 5 |
M | Macys Inc | 5 | 5 | 0.28% | 0.60% | 1.33% | Q2 2015 | Q2 2016 | 5 |
TSM | TAIWAN SEMICONDUCTOR M... | 4 | 1 | 0.01% | 0.37% | 0.59% | Q3 2018 | Q2 2024 | 5 |
PCF | PUTMAN HIGH INCOME SEC... | 5 | 5 | 0.14% | 0.26% | 0.37% | Q2 2017 | Q2 2018 | 5 |
ANDX | ANDEAVOR LOGISTICS LP | 5 | 5 | 0.12% | 0.24% | 0.41% | Q4 2017 | Q4 2018 | 5 |
CVE | Cenovus Energy Inc | 5 | 5 | 0.10% | 0.17% | 0.22% | Q2 2013 | Q2 2014 | 5 |
Dreyfus Premier Inv Fu... | 5 | 5 | 0.10% | 0.15% | 0.17% | Q2 2013 | Q2 2014 | 5 | |
ETP | ENERGY TRANSFER PARTNE... | 5 | 5 | 0.02% | 0.13% | 0.22% | Q2 2017 | Q2 2018 | 5 |
C | CITIGROUP INC | 4 | 1 | 0.03% | 0.06% | 0.12% | Q4 2013 | Q3 2018 | 5 |
FISI | FINANCIAL INSTNS INC | 3 | 2 | 0.05% | 0.06% | 0.06% | Q2 2018 | Q4 2019 | 5 |
ROKU | ROKU INC | 5 | 5 | 0.04% | 0.05% | 0.06% | Q3 2020 | Q3 2021 | 5 |
SHW | SHERWIN WILLIAMS CO | 3 | 1 | 0.02% | 0.02% | 0.03% | Q1 2018 | Q1 2024 | 5 |
CNDT | CONDUENT INC | 3 | 2 | 0.01% | 0.02% | 0.04% | Q1 2018 | Q4 2021 | 5 |
KR | KROGER CO | 4 | 4 | 1.08% | 1.39% | 1.82% | Q4 2016 | Q3 2017 | 4 |
KENVUE INC | 4 | 4 | 0.85% | 1.01% | 1.09% | Q3 2023 | Q2 2024 | 4 | |
RMD | RESMED INC | 3 | 1 | 0.01% | 0.65% | 1.24% | Q3 2018 | Q2 2024 | 4 |
ICSH | ISHARES TR | 3 | 1 | 0.04% | 0.29% | 0.91% | Q2 2020 | Q4 2022 | 4 |
RIG | Transocean Ltd Reg | 4 | 4 | 0.13% | 0.23% | 0.33% | Q2 2013 | Q1 2014 | 4 |
ACAT | Arctic Cat Inc | 4 | 4 | 0.12% | 0.20% | 0.26% | Q2 2013 | Q1 2014 | 4 |
Fidelity Secs Fund Lev... | 4 | 4 | 0.10% | 0.14% | 0.16% | Q1 2014 | Q4 2014 | 4 | |
NBTB | NBT BANCORP INC | 3 | 1 | 0.03% | 0.05% | 0.12% | Q1 2014 | Q3 2018 | 4 |
VSS | Vanguard Intl Equity I... | 3 | 1 | 0.02% | 0.05% | 0.14% | Q2 2016 | Q3 2018 | 4 |
SCHX | SCHWAB STRATEGIC TR | 4 | 4 | 0.02% | 0.03% | 0.06% | Q4 2017 | Q3 2018 | 4 |
VOO | VANGUARD INDEX FDS | 3 | 1 | 0.00% | 0.03% | 0.06% | Q1 2018 | Q3 2022 | 4 |
SHOP | SHOPIFY INC | 2 | 2 | 0.00% | 0.02% | 0.04% | Q2 2018 | Q3 2021 | 4 |
FBND | FIDELITY MERRIMACK STR TR | 3 | 3 | 3.04% | 3.11% | 3.21% | Q4 2023 | Q2 2024 | 3 |
IAU | ISHARES GOLD TRUST | 3 | 3 | 1.51% | 1.56% | 1.60% | Q3 2020 | Q1 2021 | 3 |
HSY | HERSHEY CO | 3 | 3 | 0.70% | 0.83% | 0.92% | Q4 2023 | Q2 2024 | 3 |
BEAM | Beam Inc | 3 | 3 | 0.37% | 0.41% | 0.44% | Q2 2013 | Q4 2013 | 3 |
WPZ | Williams Partners LP | 3 | 3 | 0.26% | 0.36% | 0.43% | Q2 2014 | Q4 2014 | 3 |
SDC | SMILEDIRECTCLUB INC | 3 | 3 | 0.02% | 0.18% | 0.35% | Q3 2019 | Q1 2020 | 3 |
BXLT | Baxalta Inc | 3 | 3 | 0.14% | 0.18% | 0.20% | Q3 2015 | Q1 2016 | 3 |
Columbia Acorn Tr Fund... | 3 | 3 | 0.14% | 0.16% | 0.18% | Q2 2013 | Q4 2013 | 3 | |
DOW | Dow Chemical Co | 3 | 3 | 0.10% | 0.13% | 0.17% | Q4 2016 | Q2 2017 | 3 |
LIBERTY MEDIA CORP DEL | 3 | 3 | 0.03% | 0.13% | 0.33% | Q3 2023 | Q1 2024 | 3 | |
Fidelity Low-Priced Stock | 3 | 3 | 0.11% | 0.12% | 0.13% | Q4 2013 | Q2 2014 | 3 | |
Fidelity Inv Tr Divers... | 3 | 3 | 0.10% | 0.11% | 0.12% | Q4 2013 | Q2 2014 | 3 | |
LSXMK | LIBERTY MEDIA CORP DEL | 3 | 3 | 0.06% | 0.07% | 0.08% | Q2 2020 | Q4 2020 | 3 |
CLB | CORE LABORATORIES N V | 3 | 3 | 0.03% | 0.07% | 0.12% | Q3 2019 | Q1 2020 | 3 |
XLY | SELECT SECTOR SPDR TR | 2 | 1 | 0.04% | 0.05% | 0.06% | Q4 2018 | Q4 2021 | 3 |
NOC | NORTHROP GRUMMAN CORP | 3 | 3 | 0.04% | 0.05% | 0.06% | Q1 2018 | Q3 2018 | 3 |
VLO | VALERO ENERGY CORP NEW | 3 | 3 | 0.03% | 0.04% | 0.04% | Q1 2018 | Q3 2018 | 3 |
OKE | ONEOK INC NEW | 3 | 3 | 0.01% | 0.04% | 0.05% | Q1 2018 | Q3 2018 | 3 |
MUNI | PIMCO ETF TR | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2018 | Q3 2018 | 3 |
ALGN | ALIGN TECHNOLOGY INC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2018 | Q3 2018 | 3 |
NTAP | NETAPP INC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2018 | Q3 2018 | 3 |
EMR | EMERSON ELEC CO | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2018 | Q3 2018 | 3 |
MO | ALTRIA GROUP INC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2018 | Q3 2018 | 3 |
VCSH | VANGUARD SCOTTSDALE FDS | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q3 2018 | 3 |
AXP | AMERICAN EXPRESS CO | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q3 2018 | 3 |
LMT | LOCKHEED MARTIN CORP | 3 | 3 | 0.01% | 0.02% | 0.03% | Q1 2018 | Q3 2018 | 3 |
HOG | HARLEY DAVIDSON INC | 3 | 3 | 0.00% | 0.02% | 0.03% | Q1 2018 | Q3 2018 | 3 |
MAR | MARRIOTT INTL INC NEW | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q3 2018 | 3 |
PRU | PRUDENTIAL FINL INC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q3 2018 | 3 |
TR | TOOTSIE ROLL INDS INC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2018 | Q3 2018 | 3 |
BIDU | BAIDU INC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q3 2018 | 3 |
HD | HOME DEPOT INC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q3 2018 | 3 |
RTN | RAYTHEON CO | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2018 | Q3 2018 | 3 |
CNP | CENTERPOINT ENERGY INC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2018 | Q3 2018 | 3 |
IR | INGERSOLL-RAND PLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q3 2018 | 3 |
EGF | BLACKROCK ENHANCED GOV... | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q3 2018 | 3 |
FNDX | SCHWAB STRATEGIC TR | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q3 2018 | 3 |
KEY | KEYCORP NEW | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q3 2018 | 3 |
TRV | TRAVELERS COMPANIES INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 3 |
BTI | BRITISH AMERN TOB PLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 3 |
WY | WEYERHAEUSER CO | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 3 |
VXF | VANGUARD INDEX FDS | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 3 |
AAXJ | ISHARES TR | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 3 |
BIIB | BIOGEN INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 3 |
WIA | WESTERN ASST INFLTN LK... | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 3 |
MNRO | MONRO INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 3 |
EQM | EQT MIDSTREAM PARTNERS LP | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 3 |
TMO | THERMO FISHER SCIENTIF... | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 3 |
TD | TORONTO DOMINION BK ONT | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 3 |
MTUM | ISHARES TR | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 3 |
MKC | MCCORMICK & CO INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 3 |
AYX | ALTERYX INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 3 |
WEC | WEC ENERGY GROUP INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 3 |
CTS | CTS CORP | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 3 |
XRAY | DENTSPLY SIRONA INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 3 |
ZTS | ZOETIS INC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2018 | 3 |
ABT | ABBOTT LABS | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 3 |
ENB | ENBRIDGE INC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2018 | 3 |
NEE | NEXTERA ENERGY INC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2018 | 3 |
MMP | MAGELLAN MIDSTREAM PRT... | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 3 |
DUK | DUKE ENERGY CORP NEW | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 3 |
GSK | GLAXOSMITHKLINE PLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2018 | 3 |
CRGS | Curaegis Technologies Inc | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q4 2016 | 3 |
MIC | MACQUARIE INFRASTRUCTU... | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 3 |
DISH | DISH NETWORK CORP | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 3 |
KMI | KINDER MORGAN INC DEL | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 3 |
PCH | POTLATCHDELTIC CORPORA... | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 3 |
D | DOMINION ENERGY INC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 3 |
BKH | BLACK HILLS CORP | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 3 |
LQD | ISHARES TR | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 3 |
JFR | NUVEEN FLOATING RATE I... | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 3 |
BXG | BLUEGREEN VACATIONS CORP | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 3 |
GCVRZ | Sanofi Aventis Contgnt... | 3 | 3 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q4 2015 | 3 |
CAH | CARDINAL HEALTH INC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 3 |
FNDA | SCHWAB STRATEGIC TR | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2018 | 3 |
FE | FIRSTENERGY CORP | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2018 | 3 |
NS | NUSTAR ENERGY LP | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2018 | 3 |
CHMG | CHEMUNG FINL CORP | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2018 | 3 |
UNH | UNITEDHEALTH GROUP INC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2018 | 3 |
NVS | NOVARTIS A G | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2018 | 3 |
FNDE | SCHWAB STRATEGIC TR | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2018 | 3 |
IEP | ICAHN ENTERPRISES LP | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2018 | 3 |
FSLR | FIRST SOLAR INC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2018 | 3 |
CL | COLGATE PALMOLIVE CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
HON | HONEYWELL INTL INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
AMBA | AMBARELLA INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
YUMC | YUM CHINA HLDGS INC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2018 | 3 |
UAL | UNITED CONTL HLDGS INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
L | LOEWS CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
ECL | ECOLAB INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
EFT | EATON VANCE FLTING RAT... | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
PAG | PENSKE AUTOMOTIVE GRP INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
XBI | SPDR SERIES TRUST | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
BND | VANGUARD BD INDEX FD INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
YUM | YUM BRANDS INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
CMG | CHIPOTLE MEXICAN GRILL... | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
STN | STANTEC INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
BSE | BLACKROCK NY MUNI INC ... | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
SDY | SPDR SERIES TRUST | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
EEM | ISHARES TR | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
SCHF | SCHWAB STRATEGIC TR | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
TWTR | TWITTER INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
SCHE | SCHWAB STRATEGIC TR | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
WRE | WASHINGTON REAL ESTATE... | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
EXAS | EXACT SCIENCES CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
HR | HEALTHCARE RLTY TR | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
DMO | WESTERN ASSET MTG DEF ... | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
WBK | WESTPAC BKG CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
FEYE | FIREEYE INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
KORS | MICHAEL KORS HLDGS LTD | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
FBSS | FAUQUIER BANKSHARES IN... | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
ASH | ASHLAND GLOBAL HLDGS INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
IYG | ISHARES TR | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
ULBI | ULTRALIFE CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
UNIT | UNITI GROUP INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
TSCO | TRACTOR SUPPLY CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
VVV | VALVOLINE INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
NGG | NATIONAL GRID PLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
ADI | ANALOG DEVICES INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
VAC | MARRIOTT VACATIONS WRL... | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
SPH | SUBURBAN PROPANE PARTN... | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
BHF | BRIGHTHOUSE FINL INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
DXYN | DIXIE GROUP INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
ESSA | ESSA BANCORP INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
COMM | COMMSCOPE HLDG CO INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
OMEX | ODYSSEY MARINE EXPLORA... | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
AU | ANGLOGOLD ASHANTI LTD | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
CLBS | CALADRIUS BIOSCIENCES INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
FIVN | FIVE9 INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
IYW | ISHARES TR | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
FTRCQ | FRONTIER COMMUNICATION... | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
CBB | CINCINNATI BELL INC NEW | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
OPTT | OCEAN PWR TECHNOLOGIES... | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
GPRO | GOPRO INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
ITA | ISHARES TR | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
YDKN | Yadkin Financial Corp | 2 | 2 | 0.53% | 0.93% | 1.32% | Q2 2016 | Q3 2016 | 2 |
DOUBLELINE ETF TRUST | 2 | 2 | 0.82% | 0.82% | 0.82% | Q1 2024 | Q2 2024 | 2 | |
IBKR | INTERACTIVE BROKERS GR... | 2 | 2 | 0.67% | 0.70% | 0.74% | Q1 2024 | Q2 2024 | 2 |
RTOKY | RENTOKIL INITIAL PLC | 2 | 2 | 0.58% | 0.63% | 0.69% | Q1 2024 | Q2 2024 | 2 |
NEOG | NEOGEN CORP | 2 | 2 | 0.14% | 0.15% | 0.17% | Q3 2022 | Q4 2022 | 2 |
SEI Intl Trust Intl Eq... | 2 | 2 | 0.08% | 0.11% | 0.13% | Q4 2015 | Q1 2016 | 2 | |
PCF | HIGH INCOME SECS FD | 2 | 2 | 0.09% | 0.10% | 0.10% | Q3 2018 | Q4 2018 | 2 |
COH | Coach Inc | 2 | 2 | 0.09% | 0.10% | 0.10% | Q2 2014 | Q3 2014 | 2 |
MEAR | ISHARES US ETF TR | 2 | 2 | 0.06% | 0.06% | 0.06% | Q3 2019 | Q4 2019 | 2 |
PHO | INVESCO EXCHANGE TRADE... | 2 | 2 | 0.05% | 0.06% | 0.06% | Q2 2018 | Q3 2018 | 2 |
VTEB | VANGUARD MUN BD FDS | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2020 | Q3 2020 | 2 |
FNFG | First Niagara Financia... | 2 | 2 | 0.04% | 0.04% | 0.05% | Q4 2015 | Q1 2016 | 2 |
WPC | W P CAREY INC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q2 2018 | Q3 2018 | 2 |
EVRG | EVERGY INC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2018 | Q3 2018 | 2 |
MGNI | MAGNITE INC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q1 2021 | Q2 2021 | 2 |
LLY | ELI LILLY & CO | 2 | 2 | 0.02% | 0.02% | 0.03% | Q1 2024 | Q2 2024 | 2 |
IT | GARTNER INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q1 2024 | 2 |
ADP | AUTOMATIC DATA PROCESS... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q3 2018 | 2 |
IJH | ISHARES TR | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q3 2018 | 2 |
MPC | MARATHON PETE CORP | 1 | 1 | 0.01% | 0.02% | 0.02% | Q1 2018 | Q3 2018 | 2 |
CODI | COMPASS DIVERSIFIED HO... | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q3 2018 | 2 |
EPRPRE | EPR PPTYS | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q3 2018 | 2 |
VIG | VANGUARD SPECIALIZED F... | 1 | 1 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q4 2023 | 2 |
BKLN | INVESCO EXCHNG TRADED ... | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2018 | 2 |
HYG | ISHARES TR | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
IJR | ISHARES TR | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
RSP | INVESCO EXCHANGE TRADE... | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
VGIT | VANGUARD SCOTTSDALE FDS | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
STWD | STARWOOD PPTY TR INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
FUBO | FUBOTV INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q4 2023 | 2 |
VRX | VALEANT PHARMACEUTICAL... | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q2 2018 | 2 |
CCI | CROWN CASTLE INTL CORP... | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2018 | 2 |
EFAV | ISHARES TR | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
F | FORD MTR CO DEL | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
MBB | ISHARES TR | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
IFN | INDIA FD INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
IONS | IONIS PHARMACEUTICALS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
CGNX | COGNEX CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
FLRN | SPDR SER TR | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
SRLN | SSGA ACTIVE ETF TR | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
DEPO | DEPOMED INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
JPUS | JP MORGAN EXCHANGE TRA... | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
BSJI | INVESCO EXCH TRD SLF I... | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Z | ZILLOW GROUP INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
DVY | ISHARES TR | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
SPYG | SPDR SERIES TRUST | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
ZG | ZILLOW GROUP INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
CMI | CUMMINS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
SPYV | SPDR SERIES TRUST | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
TRI | THOMSON REUTERS CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
KBWB | INVESCO EXCHNG TRADED ... | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
MLPA | GLOBAL X FDS | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
EEMV | ISHARES INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
XEL | XCEL ENERGY INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
TXN | TEXAS INSTRS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
TEAM | ATLASSIAN CORP PLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
ECON | COLUMBIA ETF TR II | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
TDIV | FIRST TR EXCHANGE TRAD... | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
INTC | INTEL CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
TAN | INVESCO EXCHNG TRADED ... | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
WINMQ | WINDSTREAM HLDGS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
TMDI | TITAN MED INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
SRNE | SORRENTO THERAPEUTICS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
GRSV | GORES HLDGS V INC | 1 | 1 | 0.69% | 0.69% | 0.69% | Q2 2021 | Q2 2021 | 1 |
PNW | PINNACLE WEST CAP CORP | 1 | 1 | 0.65% | 0.65% | 0.65% | Q3 2021 | Q3 2021 | 1 |
LULU | LULULEMON ATHLETICA INC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q2 2024 | Q2 2024 | 1 |
CHNG | CHANGE HEALTHCARE INC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q1 2020 | Q1 2020 | 1 |
DVMT | Dell Technologies Inc ... | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2016 | Q3 2016 | 1 |
GG | Goldcorp Inc | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2013 | Q2 2013 | 1 |
DD | DUPONT DE NEMOURS INC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2020 | Q4 2020 | 1 |
MFS Ser Tr I Value Fun... | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2014 | Q1 2014 | 1 | |
Fidelity Advisor Ser V... | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2014 | Q1 2014 | 1 | |
VGK | Vanguard European Stoc... | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2016 | Q2 2016 | 1 |
Vanguard/Wellington Fu... | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2015 | Q4 2015 | 1 | |
Lord Abbett Value Oppo... | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2014 | Q1 2014 | 1 | |
Neiman Funds Large Cap... | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2016 | Q1 2016 | 1 | |
JPMorgan Inv Conserv G... | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2013 | Q3 2013 | 1 | |
AIMC | ALTRA INDL MOTION CORP | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2018 | Q3 2018 | 1 |
Eaton Vance Atlcap Smid C | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2014 | Q1 2014 | 1 | |
SEI Large Cap Value A | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2015 | Q4 2015 | 1 | |
XLI | SELECT SECTOR SPDR TR | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2018 | Q4 2018 | 1 |
SEI Larg Cap Growth A | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2015 | Q4 2015 | 1 | |
MYI | BLACKROCK MUNIYIELD NY... | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2019 | Q3 2019 | 1 |
VPL | Vanguard Intl Equity I... | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2016 | Q2 2016 | 1 |
COTY | Coty Inc Cl A | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2016 | Q3 2016 | 1 |
PUKPRA | Prudential PLC Per Sub... | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2016 | Q4 2016 | 1 |
Ivy Intl Core Equity Y | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2016 | Q1 2016 | 1 | |
Manning & Napier Pro-B... | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2016 | Q4 2016 | 1 | |
XRX | XEROX HOLDINGS CORP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2019 | Q3 2019 | 1 |
SEI Large Cap Fund A | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2015 | Q4 2015 | 1 | |
OIH | VANECK VECTORS ETF TR | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2018 | Q4 2018 | 1 |
SEI Intl Trust Emerg M... | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2015 | Q4 2015 | 1 | |
JPST | J P MORGAN EXCHANGE-TR... | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q3 2020 | 1 |
EMLP | FIRST TR EXCHANGE TRAD... | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2018 | Q3 2018 | 1 |
KWEB | KRANESHARES TR | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
SILA REALTY TRUST INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2024 | Q2 2024 | 1 | |
VXUS | VANGUARD STAR FDS | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2024 | Q2 2024 | 1 |
WR | WESTAR ENERGY INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2018 | Q1 2018 | 1 |
FPE | FIRST TR EXCHANGE-TRAD... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
IXN | ISHARES TR | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2024 | Q2 2024 | 1 |
DIA | SPDR DOW JONES INDL AV... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
RFDI | FIRST TR EXCH TRADED F... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
DG | DOLLAR GEN CORP NEW | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
GXP | GREAT PLAINS ENERGY INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
MON | MONSANTO CO NEW | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
EFR | EATON VANCE SR FLTNG R... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
BKLN | POWERSHARES ETF TRUST II | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
ET | ENERGY TRANSFER EQUITY... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
BP | BP PLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
MA | MASTERCARD INCORPORATED | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
REGN | REGENERON PHARMACEUTICALS | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
SCHB | SCHWAB STRATEGIC TR | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
PPA | INVESCO EXCHANGE TRADE... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
TDG | TRANSDIGM GROUP INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
SPHQ | INVESCO EXCHANGE TRADE... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
CELG | CELGENE CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
SU | SUNCOR ENERGY INC NEW | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
CGC | CANOPY GROWTH CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
DSU | BLACKROCK DEBT STRAT F... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
AABA | ALTABA INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
BURL | BURLINGTON STORES INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
BHC | BAUSCH HEALTH COS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
STE | STERIS PLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
POOL | POOL CORPORATION | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
AZN | ASTRAZENECA PLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
ROLL | RBC BEARINGS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
WMB | WILLIAMS COS INC DEL | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
PAYC | PAYCOM SOFTWARE INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
SPOT | SPOTIFY TECHNOLOGY S A | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
CRL | CHARLES RIV LABS INTL INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
CHD | CHURCH & DWIGHT INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
COO | COOPER COS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
SCHA | SCHWAB STRATEGIC TR | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
SNPS | SYNOPSYS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
VSCP | Virtualscopics Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
MS | MORGAN STANLEY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
SSNC | SS&C TECHNOLOGIES HLDG... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
RSP | RYDEX ETF TRUST | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
ROL | ROLLINS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
MPWR | MONOLITHIC PWR SYS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
CDW | CDW CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
RJF | RAYMOND JAMES FINANCIA... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
UN | UNILEVER N V | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
GNRC | GENERAC HLDGS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
XYL | XYLEM INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
AVY | AVERY DENNISON CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
QLYS | QUALYS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
MTD | METTLER TOLEDO INTERNA... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
TXRH | TEXAS ROADHOUSE INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
ALLE | ALLEGION PUB LTD CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
JKHY | HENRY JACK & ASSOC INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
SWKS | SKYWORKS SOLUTIONS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
TTWO | TAKE-TWO INTERACTIVE S... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
BAB | POWERSHARES ETF TR II | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
LII | LENNOX INTL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
LW | LAMB WESTON HLDGS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
IFF | INTERNATIONAL FLAVORS&... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
OXY | OCCIDENTAL PETE CORP DEL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
CPRT | COPART INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
RDSA | ROYAL DUTCH SHELL PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
TROW | PRICE T ROWE GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
PEG | PUBLIC SVC ENTERPRISE ... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
PVH | PVH CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
ROK | ROCKWELL AUTOMATION INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
HSIC | SCHEIN HENRY INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
LI-CYCLE HOLDINGS CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q1 2024 | 1 | |
SHPG | SHIRE PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
PHG | KONINKLIJKE PHILIPS N V | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
IYR | ISHARES TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
ACWV | ISHARES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
IPGP | IPG PHOTONICS CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
HPQ | HP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
GIB | GROUPE CGI INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
GIS | GENERAL MLS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
USB | US BANCORP DEL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
FMX | FOMENTO ECONOMICO MEXI... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
FEI | FIRST TR MLP & ENERGY ... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
CTAS | CINTAS CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
BBD | BANCO BRADESCO S A | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
ATHN | ATHENAHEALTH INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
AIG | AMERICAN INTL GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
G | GENPACT LIMITED | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
JAZZ | JAZZ PHARMACEUTICALS PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
CB | CHUBB LIMITED | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
AMLP | ALPS ETF TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
RCL | ROYAL CARIBBEAN CRUISE... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
NVO | NOVO-NORDISK A S | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
AMBC | AMBAC FINL GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
A | AGILENT TECHNOLOGIES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
VYM | VANGUARD WHITEHALL FDS... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
EOG | EOG RES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
TNET | TRINET GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
GS | GOLDMAN SACHS GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
DEO | DIAGEO P L C | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
RELX | RELX PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
INCY | INCYTE CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
DHR | DANAHER CORP DEL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
SONY | SONY CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
XLNX | XILINX INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
MSI | MOTOROLA SOLUTIONS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
ADM | ARCHER DANIELS MIDLAND CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
SAP | SAP SE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
PGR | PROGRESSIVE CORP OHIO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
ROST | ROSS STORES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
HUM | HUMANA INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
TTE | TOTAL S A | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
INVH | INVITATION HOMES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
OSTK | OVERSTOCK COM INC DEL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
AWK | AMERICAN WTR WKS CO IN... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
JCI | JOHNSON CTLS INTL PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
FPL | FST TR NEW OPPORT MLP ... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
CI | CIGNA CORPORATION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
AJRD | AEROJET ROCKETDYNE HLD... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
PLNT | PLANET FITNESS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
ASRT | ASSERTIO THERAPEUTICS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
ANET | ARISTA NETWORKS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
HXL | HEXCEL CORP NEW | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
KWR | QUAKER CHEM CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
APC | ANADARKO PETE CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
AMP | AMERIPRISE FINL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
ATVI | ACTIVISION BLIZZARD INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
GDOT | GREEN DOT CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
KMB | KIMBERLY CLARK CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
MAT | MATTEL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
K | KELLOGG CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
TWX | TIME WARNER INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
FIS | FIDELITY NATL INFORMAT... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
EFV | ISHARES TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
FTEC | FIDELITY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
TDOC | TELADOC HEALTH INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
STT | STATE STR CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
ELS | EQUITY LIFESTYLE PPTYS... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
SHOO | MADDEN STEVEN LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
EYE | NATIONAL VISION HLDGS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
HES | HESS CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
NTRI | NUTRI SYS INC NEW | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
SXC | SUNCOKE ENERGY INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
DVN | DEVON ENERGY CORP NEW | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
GBCI | GLACIER BANCORP INC NEW | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
OLLI | OLLIES BARGAIN OUTLT H... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
VCIT | VANGUARD SCOTTSDALE FDS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
VAR | VARIAN MED SYS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
VTR | VENTAS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
SUI | SUN CMNTYS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
CTG | COMPUTER TASK GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
COHR | COHERENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
CTSH | COGNIZANT TECHNOLOGY S... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
CTXS | CITRIX SYS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
CFG | CITIZENS FINL GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
TSS | TOTAL SYS SVCS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
GNTX | GENTEX CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
PPL | PPL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
VOD | VODAFONE GROUP PLC NEW | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
VUZI | VUZIX CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
GTLS | CHART INDS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
TRU | TRANSUNION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
GCO | GENESCO INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
CERN | CERNER CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
WBA | WALGREENS BOOTS ALLIAN... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
RDSB | ROYAL DUTCH SHELL PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
WCN | WASTE CONNECTIONS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
CASY | CASEYS GEN STORES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
TREX | TREX CO INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
CCL | CARNIVAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
COF | CAPITAL ONE FINL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
MCHP | MICROCHIP TECHNOLOGY INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
CRH | CRH PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
MMC | MARSH & MCLENNAN COS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
ITW | ILLINOIS TOOL WKS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
PSA | PUBLIC STORAGE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
PENN | PENN NATL GAMING INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
UBS | UBS GROUP AG | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
AJG | GALLAGHER ARTHUR J & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
WWD | WOODWARD INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
MUFG | MITSUBISHI UFJ FINL GR... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
BBT | BB&T CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
PXD | PIONEER NAT RES CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
DATA | TABLEAU SOFTWARE INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
SF | STIFEL FINL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
MANH | MANHATTAN ASSOCS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
SUM | SUMMIT MATLS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
HZO | MARINEMAX INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
PODD | INSULET CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
HRTX | HERON THERAPEUTICS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
MDSO | MEDIDATA SOLUTIONS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
HQY | HEALTHEQUITY INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
TCBI | TEXAS CAPITAL BANCSHAR... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
HAE | HAEMONETICS CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
MMSI | MERIT MED SYS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
AFMD | AFFIMED N V | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
THR | THERMON GROUP HLDGS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
GWRE | GUIDEWIRE SOFTWARE INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
TLRY | TILRAY INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
SRPT | SAREPTA THERAPEUTICS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
TVTY | TIVITY HEALTH INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
GGG | GRACO INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
GHDX | GENOMIC HEALTH INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
ALRM | ALARM COM HLDGS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
UMBF | UMB FINL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
AIMT | AIMMUNE THERAPEUTICS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
GME | GAMESTOP CORP NEW | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2024 | Q2 2024 | 1 |
ULTI | ULTIMATE SOFTWARE GROU... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
GEO | GEO GROUP INC NEW | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
SAIL | SAILPOINT TECHNLGIES H... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
URI | UNITED RENTALS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
SAGE | SAGE THERAPEUTICS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
PFPT | PROOFPOINT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
UEIC | UNIVERSAL ELECTRS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
EVH | EVOLENT HEALTH INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
EHC | ENCOMPASS HEALTH CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
NUVA | NUVASIVE INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
FANG | DIAMONDBACK ENERGY INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
PLAY | DAVE & BUSTERS ENTMT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
OMCL | OMNICELL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
TAN | CLAYMORE EXCHANGE TRD ... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
VC | VISTEON CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
XLRN | ACCELERON PHARMA INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
CC | CHEMOURS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
PGNX | PROGENICS PHARMACEUTIC... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
WAGE | WAGEWORKS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
WW | WEIGHT WATCHERS INTL I... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
WST | WEST PHARMACEUTICAL SV... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
PRAH | PRA HEALTH SCIENCES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
RBA | RITCHIE BROS AUCTIONEERS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
PTC | PTC INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
PEGA | PEGASYSTEMS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
RP | REALPAGE INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
WIN | WINDSTREAM HLDGS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
WING | WINGSTOP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
PEN | PENUMBRA INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
QDEL | QUIDEL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
ATRA | ATARA BIOTHERAPEUTICS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
ZGNX | ZOGENIX INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
SRG | SERITAGE GROWTH PPTYS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
SXT | SENSIENT TECHNOLOGIES ... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
SLAB | SILICON LABORATORIES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
LSTR | LANDSTAR SYS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
KAR | KAR AUCTION SVCS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
JBT | JOHN BEAN TECHNOLOGIES... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
LGND | LIGAND PHARMACEUTICALS... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
LOXO | LOXO ONCOLOGY INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
HZNP | HORIZON PHARMA PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
LITE | LUMENTUM HLDGS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Download |
The securities at the top of the list , including APPLE INC, MICROSOFT CORP, and PAYCHEX INC, are the highest-conviction holdings of W.G. Shaheen & Associates DBA Whitney & Co.
The conviction is calculated by counting the number of quarters a security has been reported by W.G. Shaheen & Associates DBA Whitney & Co. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that W.G. Shaheen & Associates DBA Whitney & Co owns currently or has owned in the past.