$867 Million is the total value of Community Bank, N.A.'s 690 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 9.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Sell | APPLE INC | $74,573,000 | +23.9% | 419,963 | -1.3% | 8.60% | +17.2% |
| IVV | Sell | ISHARES CORE S&P 500 ETFetf/equity | $54,786,000 | +10.0% | 114,860 | -0.7% | 6.32% | +4.0% |
| IEFA | Sell | ISHARES CORE MSCI EAFE ETFetf/international equity | $43,066,000 | +0.0% | 577,061 | -0.5% | 4.96% | -5.4% |
| ACWI | Buy | ISHARES MSCI ACWI ETFetf/equity | $29,370,000 | +6.8% | 277,644 | +0.9% | 3.39% | +1.0% |
| MSFT | Sell | MICROSOFT CORP | $22,723,000 | +6.4% | 67,565 | -10.9% | 2.62% | +0.6% |
| IBM | Sell | INTL BUSINESS MACHINES CORP | $18,004,000 | -4.3% | 134,698 | -0.6% | 2.08% | -9.5% |
| VTI | Sell | VANGUARD TOTAL STOCK MARKET ETFetf/equity | $15,443,000 | +8.7% | 63,961 | -0.0% | 1.78% | +2.9% |
| BMY | Sell | BRISTOL MYERS SQUIBB COMPANY | $12,815,000 | +1.7% | 205,529 | -3.5% | 1.48% | -3.8% |
| IEMG | Sell | ISHARES CORE MSCI EMERGING MARKETS ETFetf/international equity | $12,717,000 | -3.6% | 212,448 | -0.6% | 1.47% | -8.8% |
| IJR | Buy | ISHARES CORE S&P SMALLCAP ETFetf/equity | $12,548,000 | +5.7% | 109,577 | +0.8% | 1.45% | 0.0% |
| JNJ | Sell | JOHNSON & JOHNSON | $12,435,000 | +5.3% | 72,690 | -0.6% | 1.43% | -0.3% |
| JPM | Sell | JPMORGAN CHASE & CO | $11,725,000 | -4.8% | 74,048 | -1.6% | 1.35% | -9.9% |
| CSCO | Buy | CISCO SYSTEMS INC | $11,683,000 | +17.4% | 184,390 | +0.9% | 1.35% | +11.0% |
| PEP | Sell | PEPSICO INC | $11,093,000 | +14.8% | 63,859 | -0.6% | 1.28% | +8.6% |
| VZ | Buy | VERIZON COMMUNICATIONS | $11,015,000 | -1.4% | 212,042 | +2.5% | 1.27% | -6.7% |
| IJH | Buy | ISHARES CORE S&P MIDCAP ETFetf/equity | $10,690,000 | +8.5% | 37,765 | +0.8% | 1.23% | +2.8% |
| USMV | Buy | ISHARES EDGE MSCI MIN VOL USA ETFetf/equity | $10,179,000 | +11.4% | 125,820 | +1.2% | 1.17% | +5.4% |
| CBU | Sell | COMMUNITY BK SYS INC | $10,050,000 | +8.0% | 134,958 | -0.8% | 1.16% | +2.2% |
| PG | Sell | PROCTER & GAMBLE CO | $9,946,000 | +15.0% | 60,802 | -1.7% | 1.15% | +8.8% |
| PFE | Sell | PFIZER INC | $9,192,000 | +27.0% | 155,698 | -7.5% | 1.06% | +20.2% |
| MRK | Sell | MERCK & COMPANY INC | $9,116,000 | -4.6% | 118,967 | -6.4% | 1.05% | -9.7% |
| SPY | Sell | SPDR S&P 500 ETFetf/equity | $9,107,000 | +10.0% | 19,175 | -0.6% | 1.05% | +4.1% |
| KO | Sell | COCA COLA COMPANY | $8,904,000 | +3.6% | 150,414 | -8.2% | 1.03% | -2.0% |
| JPST | Buy | JP MORGAN ULTRA SHORT INC | $8,383,000 | +9.1% | 166,105 | +9.7% | 0.97% | +3.3% |
| ABBV | Sell | ABBVIE INC | $8,378,000 | +25.0% | 61,876 | -0.4% | 0.97% | +18.2% |
| INTC | Sell | INTEL CORP | $8,369,000 | -5.9% | 162,501 | -2.6% | 0.96% | -10.9% |
| VCIT | Buy | VANGUARD INTERM TERM CORP BDETF | $7,769,000 | -1.7% | 83,755 | +0.1% | 0.90% | -7.0% |
| IWF | Sell | ISHARES RUSSELL 1000 GROWTH ETFetf/equity | $7,379,000 | +9.9% | 24,145 | -1.5% | 0.85% | +4.0% |
| MDY | Sell | SPDR S&P MIDCAP 400 ETFetf/equity | $7,295,000 | +5.3% | 14,092 | -2.2% | 0.84% | -0.4% |
| SHY | Sell | ISHARES 1-3 YR TREASURY BOND | $6,850,000 | -17.5% | 80,080 | -16.9% | 0.79% | -21.9% |
| GSY | Buy | INVESCO ACTIVELY MANAGD ETF ULTRA SHRT DUR | $6,840,000 | +22.6% | 135,995 | +23.0% | 0.79% | +16.0% |
| PEG | Sell | PUBLIC SVC ENTERPRISE GROUP | $6,427,000 | +9.5% | 96,329 | -0.0% | 0.74% | +3.6% |
| ABT | Sell | ABBOTT LABORATORIES | $6,429,000 | +15.7% | 45,681 | -2.9% | 0.74% | +9.5% |
| IAU | Sell | ISHARES GOLD TRUSTetf/other | $6,310,000 | +4.1% | 181,327 | -0.1% | 0.73% | -1.5% |
| WMT | Buy | WAL MART STORES INC | $6,306,000 | +3.9% | 43,586 | +0.1% | 0.73% | -1.6% |
| LOW | Sell | LOWES COMPANIES INC | $6,071,000 | +26.6% | 23,486 | -0.6% | 0.70% | +19.9% |
| JEPI | Buy | J P MORGAN EXCHANGE-TRADED FEQUITY PREMIUMetf/equity | $5,886,000 | +6.0% | 93,160 | +0.0% | 0.68% | +0.3% |
| MMM | Buy | 3M COMPANY | $5,830,000 | +1.6% | 32,817 | +0.4% | 0.67% | -3.9% |
| TXN | Sell | TEXAS INSTRUMENTS INC | $5,730,000 | -4.9% | 30,400 | -3.0% | 0.66% | -9.9% |
| TOTL | SPDR DOUBLELINE TOTAL RETURNTACT ETF | $5,593,000 | -2.0% | 118,150 | 0.0% | 0.64% | -7.3% | |
| NUE | Sell | NUCOR CORP | $5,569,000 | +13.5% | 48,788 | -2.1% | 0.64% | +7.4% |
| ITW | Sell | ILLINOIS TOOL WORKS INC | $5,542,000 | +19.0% | 22,457 | -0.3% | 0.64% | +12.5% |
| NEE | Sell | NEXTERA ENERGY INC | $5,461,000 | +16.4% | 58,494 | -2.1% | 0.63% | +10.1% |
| UPS | Sell | UNITED PARCEL SERVICE CL B | $5,438,000 | +14.4% | 25,369 | -2.8% | 0.63% | +8.3% |
| EMR | Buy | EMERSON ELECTRIC CO | $5,121,000 | -0.6% | 55,079 | +0.7% | 0.59% | -6.1% |
| IWS | Sell | ISHARES RUSSELL MIDCAP VALUEetf/equity | $4,897,000 | +7.3% | 40,018 | -0.7% | 0.56% | +1.6% |
| MCD | Sell | MCDONALDS CORP | $4,722,000 | +10.7% | 17,614 | -0.4% | 0.54% | +4.6% |
| CVS | Sell | CVS HEALTH CORP | $4,698,000 | +20.9% | 45,537 | -0.6% | 0.54% | +14.3% |
| D | Buy | DOMINION ENERGY INC | $4,666,000 | +8.4% | 59,389 | +0.7% | 0.54% | +2.5% |
| CVX | Sell | CHEVRON CORP | $4,446,000 | +14.0% | 37,886 | -1.5% | 0.51% | +8.0% |
| T | Sell | AT&T INC | $4,424,000 | -27.3% | 179,926 | -20.2% | 0.51% | -31.3% |
| CAT | Buy | CATERPILLAR INC | $4,333,000 | +9.5% | 20,955 | +1.7% | 0.50% | +3.7% |
| HD | Buy | HOME DEPOT INC | $4,286,000 | +28.8% | 10,327 | +1.9% | 0.49% | +21.7% |
| SCHA | Sell | SCHWAB US SMALL CAP ETFetf/equity | $4,203,000 | +1.7% | 41,044 | -0.6% | 0.48% | -3.8% |
| NKE | Sell | NIKE INC CLASS B | $4,185,000 | +9.0% | 25,109 | -5.0% | 0.48% | +3.2% |
| GOOGL | Sell | ALPHABET INC CLASS A | $4,151,000 | +2.3% | 1,433 | -5.6% | 0.48% | -3.2% |
| UNH | Sell | UNITEDHEALTH GROUP INC | $4,102,000 | +25.7% | 8,170 | -2.2% | 0.47% | +18.8% |
| SRLN | SPDR BLACKSTONE/GSO SENIOR LOAN ETF | $3,983,000 | -0.8% | 87,275 | 0.0% | 0.46% | -6.1% | |
| SPLG | Buy | SPDR PORTFOLIO S&P 500etf/equity | $3,903,000 | +98.0% | 69,905 | +79.0% | 0.45% | +87.5% |
| ADP | Sell | AUTOMATIC DATA PROCESSING | $3,856,000 | +19.1% | 15,641 | -3.4% | 0.44% | +12.9% |
| IWD | Sell | ISHARES RUSSELL 1000 VALUEetf/equity | $3,835,000 | +6.4% | 22,832 | -0.9% | 0.44% | +0.7% |
| XOM | Sell | EXXON MOBIL CORP | $3,803,000 | -1.9% | 62,164 | -5.7% | 0.44% | -7.4% |
| QCOM | Buy | QUALCOMM INC | $3,779,000 | +42.5% | 20,665 | +0.5% | 0.44% | +35.0% |
| GIS | Sell | GENERAL MILLS INC | $3,749,000 | +11.9% | 55,647 | -0.7% | 0.43% | +5.9% |
| DIS | Sell | WALT DISNEY CO | $3,733,000 | -18.3% | 24,099 | -10.8% | 0.43% | -22.8% |
| AMZN | Sell | AMAZON.COM INC | $3,484,000 | +1.4% | 1,045 | -0.1% | 0.40% | -4.1% |
| RPV | INVESCO S&P 500 PURE VAL ETFetf/equity | $3,451,000 | +6.6% | 42,705 | 0.0% | 0.40% | +1.0% | |
| DD | Buy | DUPONT DE NEMOURS INC | $3,404,000 | +30.4% | 42,134 | +9.7% | 0.39% | +23.3% |
| AMGN | Buy | AMGEN INC | $3,372,000 | +6.2% | 14,987 | +0.3% | 0.39% | +0.5% |
| CMCSA | Sell | COMCAST CORP CLASS A | $3,374,000 | -15.5% | 67,050 | -6.1% | 0.39% | -20.1% |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETFetf/equity | $3,255,000 | +8.6% | 20,000 | 0.0% | 0.38% | +2.7% | |
| VWO | Sell | VANGUARD FTSE EMERGING MARKETS ETFetf/international equity | $3,243,000 | -9.8% | 65,579 | -8.8% | 0.37% | -14.6% |
| VCSH | Buy | VANGUARD SHORT TERM CORP BOND ETF | $3,228,000 | -0.2% | 39,714 | +1.2% | 0.37% | -5.6% |
| EFA | Sell | ISHARES MSCI EAFE ETFetf/international equity | $3,197,000 | -1.6% | 40,637 | -2.4% | 0.37% | -6.8% |
| MINT | PIMCO ENHANCED SHORT MATURE ACTIVE ETF | $3,169,000 | -0.4% | 31,206 | 0.0% | 0.36% | -5.9% | |
| PFF | Buy | ISHARES US PREFERRED STOCKetf/other | $3,154,000 | +11.9% | 79,991 | +10.1% | 0.36% | +5.8% |
| OMC | Buy | OMNICOM GROUP INC | $3,121,000 | +3.6% | 42,599 | +2.4% | 0.36% | -1.9% |
| USB | Buy | US BANCORP | $3,110,000 | -4.0% | 55,369 | +1.6% | 0.36% | -9.1% |
| DOW | Sell | DOW INC | $3,048,000 | -6.5% | 53,735 | -5.2% | 0.35% | -11.6% |
| LMT | Buy | LOCKHEED MARTIN CORP | $2,948,000 | +30.5% | 8,296 | +26.8% | 0.34% | +23.6% |
| TFC | Buy | TRUIST FINANCIAL CORP | $2,784,000 | +2.7% | 47,555 | +2.9% | 0.32% | -2.7% |
| NSC | Sell | NORFOLK SOUTHERN CORP | $2,754,000 | +24.3% | 9,253 | -0.1% | 0.32% | +17.8% |
| RTX | Sell | RAYTHEON TECHNOLOGIES CORP | $2,656,000 | -0.1% | 30,866 | -0.2% | 0.31% | -5.6% |
| PREF | PRINCIPAL SPECTRUM PFD SECetf/equity | $2,643,000 | -2.2% | 130,390 | 0.0% | 0.30% | -7.3% | |
| LDUR | Buy | PIMCO ENHANCED LOW DURATION | $2,615,000 | +22.3% | 26,000 | +23.8% | 0.30% | +15.7% |
| CMI | Sell | CUMMINS INC | $2,490,000 | -7.0% | 11,412 | -4.3% | 0.29% | -12.0% |
| PNC | Sell | PNC FINL SVCS GROUP INC | $2,410,000 | -16.6% | 12,017 | -18.6% | 0.28% | -21.0% |
| HYBB | Sell | ISHARES BB RATED CRP BND ETF | $2,286,000 | -1.0% | 44,080 | -0.0% | 0.26% | -6.0% |
| AMCR | Buy | AMCOR PLCforeign equities | $2,249,000 | +8.3% | 187,279 | +4.5% | 0.26% | +2.4% |
| CB | Sell | CHUBB LTDforeign equities | $2,224,000 | +11.3% | 11,505 | -0.2% | 0.26% | +4.9% |
| SRVR | Sell | PACER BENCHMARK DATA&INFRAS RE SECTOR ETFetf/equity | $2,161,000 | +1.1% | 49,955 | -9.1% | 0.25% | -4.6% |
| HON | Buy | HONEYWELL INTL INC | $2,121,000 | +4.9% | 10,172 | +6.8% | 0.24% | -0.4% |
| ALB | Sell | ALBEMARLE CORP | $2,116,000 | +1.4% | 9,050 | -5.0% | 0.24% | -3.9% |
| KMB | Buy | KIMBERLY CLARK CORP | $2,066,000 | +8.2% | 14,458 | +0.3% | 0.24% | +2.1% |
| CSX | Sell | CSX CORP | $2,056,000 | +14.7% | 54,693 | -9.3% | 0.24% | +8.7% |
| XLE | Sell | ENERGY SELECT SECTOR SPDRetf/equity | $2,012,000 | +5.6% | 36,264 | -0.8% | 0.23% | 0.0% |
| JAAA | New | JANUS DETROIT STREET TR HENDERSON AAA CLO | $2,015,000 | – | 40,000 | +100.0% | 0.23% | – |
| UNP | Buy | UNION PACIFIC CORP | $1,978,000 | +28.9% | 7,851 | +0.3% | 0.23% | +21.9% |
| GD | Sell | GENERAL DYNAMICS CORP | $1,905,000 | +5.2% | 9,136 | -1.1% | 0.22% | -0.5% |
| V | Sell | VISA INC CLASS A | $1,873,000 | -3.4% | 8,642 | -0.7% | 0.22% | -8.5% |
| SYK | Sell | STRYKER CORP | $1,831,000 | -2.0% | 6,844 | -3.4% | 0.21% | -7.5% |
| AMT | Sell | AMERICAN TOWER CORP | $1,800,000 | -0.5% | 6,155 | -9.7% | 0.21% | -5.5% |
| CL | Sell | COLGATE PALMOLIVE CO | $1,717,000 | +6.0% | 20,130 | -6.1% | 0.20% | +0.5% |
| VGT | Sell | VANGUARD INFO TECH ETFetf/equity | $1,716,000 | +1.7% | 3,745 | -11.0% | 0.20% | -3.9% |
| PPL | Sell | PPL CORP | $1,698,000 | -18.0% | 56,505 | -23.9% | 0.20% | -22.2% |
| VRP | INVESCO VARIABLE RATE PFDetf/equity | $1,692,000 | -1.2% | 65,300 | 0.0% | 0.20% | -6.7% | |
| QQQ | Sell | INVESCO QQQ TRUSTetf/equity | $1,679,000 | +1.8% | 4,220 | -8.4% | 0.19% | -3.5% |
| MTB | M & T BANK CORP | $1,630,000 | +2.8% | 10,611 | 0.0% | 0.19% | -2.6% | |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC | $1,589,000 | +17.8% | 2,382 | +0.8% | 0.18% | +11.6% |
| EXC | Sell | EXELON CORP | $1,533,000 | +7.3% | 26,532 | -10.2% | 0.18% | +1.7% |
| DHS | Buy | WISDOMTREE US HIGH DIVIDEND ETFetf/equity | $1,498,000 | +19.7% | 18,150 | +11.7% | 0.17% | +13.8% |
| SYY | Sell | SYSCO CORP | $1,464,000 | -25.8% | 18,649 | -25.8% | 0.17% | -29.6% |
| BAC | Sell | BANK OF AMERICA CORPORATION | $1,449,000 | +2.0% | 32,576 | -2.6% | 0.17% | -3.5% |
| GILD | Sell | GILEAD SCIENCES INC | $1,438,000 | +2.8% | 19,804 | -1.1% | 0.17% | -2.4% |
| SRE | Buy | SEMPRA ENERGY | $1,434,000 | +8.5% | 10,840 | +3.7% | 0.16% | +2.5% |
| AEP | Buy | AMERICAN ELECTRIC POWER CO | $1,420,000 | +18.8% | 15,967 | +8.5% | 0.16% | +12.3% |
| SBUX | Sell | STARBUCKS CORP | $1,426,000 | +4.9% | 12,191 | -1.1% | 0.16% | -1.2% |
| GUNR | Buy | FLEXSHARES GLOBAL UPSTREAM NATURAL RESOURCESetf/international equity | $1,401,000 | +12.4% | 35,485 | +4.2% | 0.16% | +6.6% |
| AXP | Sell | AMERICAN EXPRESS CO | $1,398,000 | -3.4% | 8,545 | -1.1% | 0.16% | -8.5% |
| KRBN | New | KRANESHARES TR GLOBAL CARB STRAetf/equity | $1,394,000 | – | 27,390 | +100.0% | 0.16% | – |
| TGT | Buy | TARGET CORP | $1,362,000 | +2.2% | 5,884 | +0.9% | 0.16% | -3.1% |
| VIG | Sell | VANGUARD DIVIDEND APPRECIATION ETFetf/equity | $1,354,000 | +7.4% | 7,882 | -4.0% | 0.16% | +1.3% |
| TRV | Sell | TRAVELERS COMPANIES INC | $1,350,000 | +1.7% | 8,630 | -1.1% | 0.16% | -3.7% |
| BDX | Sell | BECTON DICKINSON AND COMPANY | $1,337,000 | +1.7% | 5,320 | -0.6% | 0.15% | -3.8% |
| RY | Sell | ROYAL BANK OF CANADAforeign equities | $1,326,000 | -11.4% | 12,488 | -17.0% | 0.15% | -15.9% |
| VNQ | Sell | VANGUARD REIT ETFetf/equity | $1,301,000 | +13.3% | 11,208 | -0.7% | 0.15% | +7.1% |
| PKB | Sell | INVESCO DYNAMIC BLDNG CONSTRetf/equity | $1,305,000 | +15.0% | 23,920 | -0.2% | 0.15% | +8.7% |
| GLD | Sell | SPDR GOLD SHARESetf/other | $1,292,000 | -17.4% | 7,557 | -20.7% | 0.15% | -22.0% |
| SO | Sell | SOUTHERN COMPANY | $1,283,000 | +2.2% | 18,698 | -7.7% | 0.15% | -3.3% |
| APD | Sell | AIR PRODUCTS & CHEMICALS INC | $1,265,000 | +14.9% | 4,159 | -3.3% | 0.15% | +9.0% |
| EWC | Buy | ISHARES MSCI CANADA ETFetf/international equity | $1,252,000 | +302.6% | 32,569 | +280.5% | 0.14% | +278.9% |
| USHY | Sell | ISHARES BROAD USD HIGH YIELDCORP BOND ETF | $1,235,000 | -40.5% | 30,000 | -40.0% | 0.14% | -43.9% |
| IWM | ISHARES RUSSELL 2000 ETFetf/equity | $1,224,000 | +1.7% | 5,502 | 0.0% | 0.14% | -4.1% | |
| LLY | Buy | ELI LILLY AND COMPANY | $1,208,000 | +23.1% | 4,375 | +3.1% | 0.14% | +15.8% |
| MTD | Sell | METTLER-TOLEDO INTL | $1,188,000 | -13.7% | 700 | -30.0% | 0.14% | -18.5% |
| XLB | Buy | MATERIALS SELECT SECTOR SPDRetf/equity | $1,160,000 | +15.8% | 12,795 | +1.0% | 0.13% | +9.8% |
| BAX | Buy | BAXTER INTERNATIONAL INC | $1,155,000 | +13.1% | 13,460 | +6.0% | 0.13% | +7.3% |
| COP | Sell | CONOCOPHILLIPS | $1,117,000 | +2.6% | 15,483 | -3.7% | 0.13% | -3.0% |
| GLW | Sell | CORNING INC | $1,121,000 | -0.4% | 30,121 | -2.4% | 0.13% | -5.8% |
| EFX | Sell | EQUIFAX INC | $1,112,000 | +9.7% | 3,800 | -5.0% | 0.13% | +3.2% |
| IVW | ISHARES S&P 500 GROWTH ETFetf/equity | $1,080,000 | +13.1% | 12,915 | 0.0% | 0.12% | +7.8% | |
| GOOG | Sell | ALPHABET INC CLASS C | $1,071,000 | -10.9% | 370 | -18.0% | 0.12% | -15.8% |
| BND | Sell | VANGUARD TOTAL BOND MRKT ETF | $1,067,000 | -10.1% | 12,596 | -9.3% | 0.12% | -15.2% |
| NBTB | Sell | NBT BANCORP INC | $1,048,000 | -44.4% | 27,219 | -47.8% | 0.12% | -47.4% |
| DMLP | Sell | DORCHESTER MINERALS LP | $1,050,000 | -3.8% | 53,060 | -6.8% | 0.12% | -9.0% |
| TD | Sell | TORONTO DOMINION BANKforeign equities | $1,008,000 | +14.8% | 13,149 | -0.9% | 0.12% | +8.4% |
| VOO | VANGUARD S&P 500 ETFetf/equity | $998,000 | +10.8% | 2,285 | 0.0% | 0.12% | +4.5% | |
| BSV | Sell | VANGUARD SHORT TERM BOND ETF | $985,000 | -1.4% | 12,184 | -0.1% | 0.11% | -6.6% |
| PSX | Sell | PHILLIPS 66 | $968,000 | +2.2% | 13,359 | -1.2% | 0.11% | -2.6% |
| IVE | ISHARES S&P 500 VALUE ETFetf/equity | $928,000 | +7.7% | 5,927 | 0.0% | 0.11% | +1.9% | |
| VIS | Buy | VANGUARD INDUSTRIALS ETFetf/equity | $903,000 | +9.2% | 4,450 | +1.1% | 0.10% | +3.0% |
| ACWX | Buy | ISHARES MSCI ACWI EX US ETFetf/international equity | $894,000 | +42.1% | 16,087 | +41.7% | 0.10% | +33.8% |
| AME | Sell | AMETEK INC | $882,000 | +1.6% | 6,000 | -14.3% | 0.10% | -3.8% |
| MS | Buy | MORGAN STANLEY | $824,000 | +26.4% | 8,397 | +25.4% | 0.10% | +20.3% |
| VFH | Buy | VANGUARD FINANCIALS ETFetf/equity | $828,000 | +4.7% | 8,568 | +0.3% | 0.10% | -1.0% |
| XLK | Sell | TECHNOLOGY SELECT SECTOR SPDR ETFetf/equity | $814,000 | +8.7% | 4,683 | -6.7% | 0.09% | +3.3% |
| EMXC | New | ISHARES MSCI EM EX CHINAetf/international equity | $798,000 | – | 13,160 | +100.0% | 0.09% | – |
| ANTM | Sell | ANTHEM INC | $800,000 | +11.3% | 1,725 | -10.6% | 0.09% | +4.5% |
| MCK | Sell | MCKESSON CORP | $791,000 | +21.5% | 3,183 | -2.5% | 0.09% | +15.2% |
| SPYV | Sell | SPDR PORTFOLIO S&P 500 VALUEetf/equity | $761,000 | +3.8% | 18,115 | -3.6% | 0.09% | -1.1% |
| SPYG | Sell | SPDR PORTFOLIO S&P500 GROWTHetf/equity | $741,000 | +10.9% | 10,223 | -2.0% | 0.08% | +4.9% |
| WTRG | Buy | ESSENTIAL UTILITIES INC | $710,000 | +26.3% | 13,229 | +8.4% | 0.08% | +20.6% |
| MDLZ | Sell | MONDELEZ INTL INC CL A | $680,000 | -10.3% | 10,265 | -21.2% | 0.08% | -15.2% |
| IEF | ISHARES 7-10 YEAR TSY BOND | $679,000 | -0.1% | 5,900 | 0.0% | 0.08% | -6.0% | |
| BLK | Buy | BLACKROCK INC | $663,000 | +11.4% | 725 | +2.1% | 0.08% | +4.1% |
| VEA | Sell | VANGUARD FTSE DEVELOPED MARKETS ETFetf/international equity | $652,000 | -8.7% | 12,774 | -9.6% | 0.08% | -13.8% |
| DG | Buy | DOLLAR GENERAL CORP | $640,000 | +18.1% | 2,710 | +6.1% | 0.07% | +12.1% |
| GDX | Sell | VANECK VECTORS GOLD MINERS ETFetf/international equity | $640,000 | -13.2% | 20,000 | -20.0% | 0.07% | -17.8% |
| VFC | Sell | VF CORP | $629,000 | +6.4% | 8,587 | -2.6% | 0.07% | +1.4% |
| NVS | Sell | NOVARTIS AG ADRforeign equities | $626,000 | +4.0% | 7,158 | -2.7% | 0.07% | -1.4% |
| ADBE | Sell | ADOBE INC | $616,000 | -4.0% | 1,086 | -2.6% | 0.07% | -9.0% |
| DUK | DUKE ENERGY CORP | $610,000 | +7.6% | 5,811 | 0.0% | 0.07% | +1.4% | |
| FAST | Sell | FASTENAL CO | $608,000 | -17.8% | 9,500 | -33.7% | 0.07% | -22.2% |
| MA | Buy | MASTERCARD INC CLASS A | $586,000 | +33.8% | 1,630 | +29.4% | 0.07% | +28.3% |
| FDX | Buy | FEDEX CORP | $577,000 | +38.7% | 2,230 | +17.7% | 0.07% | +31.4% |
| STZ | Sell | CONSTELLATION BRANDS INC CLASS A | $584,000 | +14.3% | 2,325 | -4.1% | 0.07% | +8.1% |
| IJK | ISHARES S&P MIDCAP 400 GROWTH ETFetf/equity | $561,000 | +7.5% | 6,580 | 0.0% | 0.06% | +1.6% | |
| PHYS | SPROTT PHYSICAL GOLD TRUSTetf/other | $546,000 | +4.0% | 37,994 | 0.0% | 0.06% | -1.6% | |
| ORCL | Sell | ORACLE CORP | $548,000 | -15.6% | 6,288 | -15.6% | 0.06% | -20.3% |
| TMP | Sell | TOMPKINS FINANCIAL CORP | $538,000 | 0.0% | 6,447 | -3.0% | 0.06% | -6.1% |
| HSY | Sell | HERSHEY CO | $532,000 | +1.3% | 2,754 | -11.3% | 0.06% | -4.7% |
| BHP | Sell | BHP GROUP LTD ADRforeign equities | $521,000 | +6.5% | 8,625 | -5.5% | 0.06% | 0.0% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC B | $493,000 | +126.1% | 1,648 | +106.0% | 0.06% | +111.1% |
| CARR | Buy | CARRIER GLOBAL CORPORATION | $490,000 | +31.4% | 9,045 | +25.6% | 0.06% | +24.4% |
| WM | Buy | WASTE MANAGEMENT INC | $487,000 | +14.1% | 2,917 | +2.1% | 0.06% | +7.7% |
| AVGO | Buy | BROADCOM INC | $485,000 | +248.9% | 730 | +156.1% | 0.06% | +229.4% |
| PPG | PPG INDUSTRIES INC | $474,000 | +20.6% | 2,752 | 0.0% | 0.06% | +14.6% | |
| BWA | Buy | BORGWARNER INC | $477,000 | +2285.0% | 10,575 | +2126.3% | 0.06% | +2650.0% |
| KMI | Buy | KINDER MORGAN INC | $469,000 | +106.6% | 29,585 | +118.3% | 0.05% | +92.9% |
| ZBH | Sell | ZIMMER HOLDINGS INC | $441,000 | -24.6% | 3,474 | -13.2% | 0.05% | -28.2% |
| FSLR | FIRST SOLAR, INC. | $436,000 | -8.6% | 5,000 | 0.0% | 0.05% | -13.8% | |
| HYG | Buy | ISHARES IBOXX $ HIGH YIELD CORP BOND ETF | $427,000 | +172.0% | 4,914 | +174.5% | 0.05% | +157.9% |
| SPGI | S&P GLOBAL INC | $425,000 | +11.3% | 900 | 0.0% | 0.05% | +4.3% | |
| BA | BOEING COMPANY | $421,000 | -8.5% | 2,093 | 0.0% | 0.05% | -12.5% | |
| ESGD | Sell | ISHARES ESG MSCI EAFE ETFetf/international equity | $420,000 | +0.7% | 5,285 | -0.7% | 0.05% | -5.9% |
| ESGE | Sell | ISHARES ESG MSCI EM ETFetf/international equity | $404,000 | -27.2% | 10,155 | -24.2% | 0.05% | -30.9% |
| AWK | Buy | AMERICAN WATER WORKS CO INC | $397,000 | +17.5% | 2,100 | +5.0% | 0.05% | +12.2% |
| XLV | HEALTH CARE SELECT SECTOR SPDR ETFetf/equity | $395,000 | +10.6% | 2,802 | 0.0% | 0.05% | +4.5% | |
| XLY | Sell | CONSUMER DISCRET SEL SECT SPDR ETFetf/equity | $386,000 | +9.7% | 1,889 | -3.9% | 0.04% | +4.7% |
| SWK | STANLEY BLACK & DECKER INC | $377,000 | +7.4% | 2,000 | 0.0% | 0.04% | 0.0% | |
| ICLN | Buy | ISHARES GLOBAL CLEAN ENERGYetf/international equity | $370,000 | +23.3% | 17,500 | +26.2% | 0.04% | +16.2% |
| ETN | EATON CORP PLCforeign equities | $354,000 | +15.7% | 2,048 | 0.0% | 0.04% | +10.8% | |
| PM | Sell | PHILIP MORRIS INTL INC | $350,000 | -3.6% | 3,689 | -3.8% | 0.04% | -9.1% |
| ED | Sell | CONSOLIDATED EDISON INC | $347,000 | +9.5% | 4,065 | -6.9% | 0.04% | +2.6% |
| TJX | Sell | TJX COMPANIES | $334,000 | +8.8% | 4,393 | -5.4% | 0.04% | +5.4% |
| EMN | EASTMAN CHEMICAL CO | $339,000 | +20.2% | 2,800 | 0.0% | 0.04% | +14.7% | |
| XLU | Buy | UTILITIES SELECT SECTOR SPDRetf/equity | $342,000 | +12.9% | 4,778 | +0.9% | 0.04% | +5.4% |
| MDT | Sell | MEDTRONIC PLCforeign equities | $341,000 | -48.3% | 3,301 | -37.3% | 0.04% | -51.2% |
| ECL | Sell | ECOLAB INC | $324,000 | -4.7% | 1,380 | -15.5% | 0.04% | -9.8% |
| VGIT | Sell | VANGUARD INTERM-TERM GOVT BDETF | $320,000 | -1.8% | 4,820 | -0.2% | 0.04% | -7.5% |
| ROP | Sell | ROPER INDS INC | $312,000 | 0.0% | 633 | -9.6% | 0.04% | -5.3% |
| CI | Sell | CIGNA CORP | $309,000 | -2.2% | 1,347 | -14.7% | 0.04% | -7.7% |
| CTVA | CORTEVA INC | $303,000 | +12.2% | 6,420 | 0.0% | 0.04% | +6.1% | |
| NVDA | Sell | NVIDIA CORPORATION | $292,000 | +23.7% | 993 | -12.9% | 0.03% | +17.2% |
| XLP | Sell | CONSUMER STAPLES SECTOR SPDRetf/equity | $292,000 | +6.6% | 3,787 | -4.9% | 0.03% | +3.0% |
| AFL | Buy | AFLAC INC | $283,000 | +310.1% | 4,848 | +266.4% | 0.03% | +312.5% |
| New | KYNDRYL HOLDINGS INC | $265,000 | – | 14,668 | +100.0% | 0.03% | – | |
| WMB | WILLIAMS COMPANIES INC | $260,000 | +0.4% | 10,000 | 0.0% | 0.03% | -6.2% | |
| EOG | Buy | EOG RESOURCES INC | $259,000 | +42.3% | 2,920 | +28.6% | 0.03% | +36.4% |
| RIO | Sell | RIO TINTO PLC ADRforeign equities | $261,000 | -52.6% | 3,900 | -52.7% | 0.03% | -55.2% |
| TT | TRANE TECHNOLOGIES PLCforeign equities | $251,000 | +17.3% | 1,242 | 0.0% | 0.03% | +11.5% | |
| VBR | VANGUARD SMALLCAP VALUE ETFetf/equity | $250,000 | +5.5% | 1,400 | 0.0% | 0.03% | 0.0% | |
| CHRW | Sell | C H ROBINSON WORLDWIDE INC | $239,000 | -61.4% | 2,220 | -68.8% | 0.03% | -62.7% |
| NFG | NATIONAL FUEL GAS COMPANY | $242,000 | +21.6% | 3,776 | 0.0% | 0.03% | +16.7% | |
| MO | ALTRIA GROUP INC | $245,000 | +4.3% | 5,166 | 0.0% | 0.03% | -3.4% | |
| ADM | Buy | ARCHER DANIELS MIDLAND CO | $233,000 | +331.5% | 3,450 | +283.3% | 0.03% | +285.7% |
| Sell | GENERAL ELECTRIC CO | $235,000 | -32.3% | 2,493 | -25.9% | 0.03% | -35.7% | |
| NWFL | NORWOOD FINANCIAL CORP | $234,000 | +2.2% | 8,992 | 0.0% | 0.03% | -3.6% | |
| FB | Buy | META PLATFORMS INC | $237,000 | +5.8% | 705 | +6.8% | 0.03% | 0.0% |
| VB | VANGUARD SMALLCAP ETFetf/equity | $235,000 | +3.5% | 1,038 | 0.0% | 0.03% | -3.6% | |
| ADI | ANALOG DEVICES INC | $231,000 | +5.0% | 1,316 | 0.0% | 0.03% | 0.0% | |
| VUG | Buy | VANGUARD GROWTH ETFetf/equity | $224,000 | +26.6% | 700 | +14.8% | 0.03% | +18.2% |
| AEE | AMEREN CORPORATION | $222,000 | +9.9% | 2,498 | 0.0% | 0.03% | +4.0% | |
| STT | Sell | STATE STREET CORP | $224,000 | -5.1% | 2,415 | -13.4% | 0.03% | -10.3% |
| FIS | Sell | FIDELITY NATL INFORMATION SV | $218,000 | -40.3% | 2,000 | -33.3% | 0.02% | -43.2% |
| LQD | Sell | ISHARES IBOXX $ INVMT GRADE CORP BOND ETF | $211,000 | -23.3% | 1,596 | -22.6% | 0.02% | -29.4% |
| VLY | VALLEY NATL BANCORP | $211,000 | +3.4% | 15,356 | 0.0% | 0.02% | -4.0% | |
| VXUS | VANGUARD TOTAL INTL STOCK ETFetf/international equity | $204,000 | +0.5% | 3,212 | 0.0% | 0.02% | -4.0% | |
| CHD | CHURCH & DWIGHT CO INC | $205,000 | +24.2% | 2,000 | 0.0% | 0.02% | +20.0% | |
| BIIB | BIOGEN INC | $192,000 | -15.0% | 800 | 0.0% | 0.02% | -21.4% | |
| EEM | Sell | ISHARES MSCI EMERGING MKTS ETFetf/international equity | $180,000 | -6.7% | 3,693 | -3.7% | 0.02% | -12.5% |
| XLC | SELECT SECTOR SPDR TR COMMUNICATIONetf/equity | $182,000 | -3.2% | 2,345 | 0.0% | 0.02% | -8.7% | |
| OTIS | Sell | OTIS WORLDWIDE CORP | $175,000 | -20.1% | 2,008 | -24.5% | 0.02% | -25.9% |
| KLAC | KLA CORPORATION | $176,000 | +28.5% | 410 | 0.0% | 0.02% | +17.6% | |
| EIX | Sell | EDISON INTL | $163,000 | +1.9% | 2,387 | -17.3% | 0.02% | 0.0% |
| IWR | ISHARES RUSSELL MIDCAP ETFetf/equity | $167,000 | +5.7% | 2,016 | 0.0% | 0.02% | 0.0% | |
| NOC | NORTHROP GRUMMAN CORP | $168,000 | +7.0% | 435 | 0.0% | 0.02% | 0.0% | |
| DHR | DANAHER CORP | $156,000 | +7.6% | 475 | 0.0% | 0.02% | 0.0% | |
| PAYX | PAYCHEX INC | $160,000 | +21.2% | 1,175 | 0.0% | 0.02% | +12.5% | |
| TM | TOYOTA MOTOR CORPforeign equities | $148,000 | +3.5% | 800 | 0.0% | 0.02% | 0.0% | |
| NFLX | NETFLIX INC | $145,000 | -0.7% | 240 | 0.0% | 0.02% | -5.6% | |
| VO | Sell | VANGUARD MIDCAP ETFetf/equity | $140,000 | -15.2% | 548 | -21.5% | 0.02% | -20.0% |
| XLF | SPDR FINANCIAL SELECT SECTORetf/equity | $128,000 | +4.1% | 3,277 | 0.0% | 0.02% | 0.0% | |
| COST | COSTCO | $134,000 | +26.4% | 236 | 0.0% | 0.02% | +15.4% | |
| BK | Sell | BANK OF NEW YORK MELLON CORP | $130,000 | -13.9% | 2,234 | -23.4% | 0.02% | -16.7% |
| AROW | ARROW FINANCIAL CORPORATION | $130,000 | +2.4% | 3,699 | 0.0% | 0.02% | 0.0% | |
| SLB | Sell | SCHLUMBERGER LTDforeign equities | $120,000 | -11.1% | 4,034 | -10.9% | 0.01% | -12.5% |
| VYM | Sell | VANGUARD HIGH DIVIDEND YIELDetf/equity | $119,000 | -12.5% | 1,068 | -19.0% | 0.01% | -17.6% |
| VPU | Buy | VANGUARD UTILITIES ETFetf/equity | $109,000 | +14.7% | 695 | +2.2% | 0.01% | +8.3% |
| CRM | SALESFORCE.COM INC | $115,000 | -6.5% | 454 | 0.0% | 0.01% | -13.3% | |
| COO | Sell | COOPER COMPANIES INC | $112,000 | -9.7% | 266 | -11.3% | 0.01% | -13.3% |
| XLI | SPDR INDUSTRIALS (XLI)etf/equity | $110,000 | +7.8% | 1,040 | 0.0% | 0.01% | +8.3% | |
| SPTI | SPDR INTERMEDIATE TREASURY | $109,000 | 0.0% | 3,390 | 0.0% | 0.01% | 0.0% | |
| SRCL | Sell | STERICYCLE INC | $108,000 | -33.7% | 1,800 | -25.0% | 0.01% | -40.0% |
| EMNT | PIMCO ENHANCED SHORT MAT ESG | $100,000 | -1.0% | 1,000 | 0.0% | 0.01% | 0.0% | |
| VUSB | VANGUARD ULTRA SHORT TERM | $100,000 | 0.0% | 2,000 | 0.0% | 0.01% | 0.0% | |
| HDV | ISHARES CORE HIGH DIVIDENDetf/equity | $102,000 | +7.4% | 1,010 | 0.0% | 0.01% | 0.0% | |
| IGSB | Sell | ISHARES SHORT TERM CORP BOND | $102,000 | -19.7% | 1,900 | -18.4% | 0.01% | -20.0% |
| GSST | GOLDMAN SACHS ACCESS ULTRAST | $101,000 | 0.0% | 2,000 | 0.0% | 0.01% | 0.0% | |
| NGG | NATIONAL GRID PLC ADRforeign equities | $96,000 | +21.5% | 1,323 | 0.0% | 0.01% | +10.0% | |
| MET | Buy | METLIFE INC | $94,000 | +91.8% | 1,500 | +87.5% | 0.01% | +83.3% |
| TIP | Sell | ISHARES TIPS BOND ETF | $94,000 | -98.8% | 726 | -98.8% | 0.01% | -98.8% |
| BAM | BROOKFIELD ASSET MGMT INC CLASS Aforeign equities | $92,000 | +12.2% | 1,528 | 0.0% | 0.01% | +10.0% | |
| DVY | ISHARES SELECT DIVIDEND ETFetf/equity | $87,000 | +7.4% | 710 | 0.0% | 0.01% | 0.0% | |
| KHC | KRAFT HEINZ COMPANY | $84,000 | -2.3% | 2,333 | 0.0% | 0.01% | 0.0% | |
| VOE | VANGUARD MIDCAP VALUE ETFetf/equity | $87,000 | +8.8% | 579 | 0.0% | 0.01% | 0.0% | |
| PBCT | PEOPLES UNITED FINANCIAL INC | $89,000 | +2.3% | 5,000 | 0.0% | 0.01% | -9.1% | |
| BNTX | BIONTECH SE ADRforeign equities | $91,000 | -5.2% | 350 | 0.0% | 0.01% | -16.7% | |
| TDY | TELEDYNE TECHNOLOGIES INC | $82,000 | +2.5% | 187 | 0.0% | 0.01% | -10.0% | |
| ENB | Sell | ENBRIDGE INCforeign equities | $82,000 | -34.4% | 2,099 | -33.3% | 0.01% | -40.0% |
| IQV | IQVIA HLDGS INC | $78,000 | +18.2% | 275 | 0.0% | 0.01% | +12.5% | |
| ZBRA | Sell | ZEBRA TECHNOLOGIES CORP CL A | $80,000 | -22.3% | 134 | -33.0% | 0.01% | -30.8% |
| VOT | VANGUARD MIDCAP GROWTH ETFetf/equity | $79,000 | +8.2% | 309 | 0.0% | 0.01% | 0.0% | |
| L | LOEWS CORP | $75,000 | +7.1% | 1,300 | 0.0% | 0.01% | 0.0% | |
| GLDM | SPDR GOLD MINISHARESetf/other | $82,000 | +5.1% | 4,495 | 0.0% | 0.01% | -10.0% | |
| BKT | BLACKROCK INCOME TR INCclosed end mutual funds | $72,000 | -7.7% | 12,758 | 0.0% | 0.01% | -20.0% | |
| WTM | Sell | WHITE MTNS INS GROUP LTDforeign equities | $67,000 | -37.4% | 67 | -33.0% | 0.01% | -38.5% |
| WY | WEYERHAEUSER CO | $66,000 | +15.8% | 1,600 | 0.0% | 0.01% | +14.3% | |
| DE | DEERE & COMPANY | $68,000 | 0.0% | 200 | 0.0% | 0.01% | 0.0% | |
| OGN | Sell | ORGANON & CO | $70,000 | -53.0% | 2,299 | -49.6% | 0.01% | -55.6% |
| PANW | PALO ALTO NETWORKS INC | $67,000 | +17.5% | 120 | 0.0% | 0.01% | +14.3% | |
| IR | INGERSOLL RAND INC | $68,000 | +23.6% | 1,095 | 0.0% | 0.01% | +14.3% | |
| LIN | LINDE PLCforeign equities | $58,000 | +18.4% | 166 | 0.0% | 0.01% | +16.7% | |
| SUI | SUN COMMUNITIES INC | $63,000 | +12.5% | 301 | 0.0% | 0.01% | 0.0% | |
| TTE | TOTAL SA ADRforeign equities | $63,000 | +3.3% | 1,265 | 0.0% | 0.01% | 0.0% | |
| PFIS | PEOPLES FINL SVCS CORP | $64,000 | +16.4% | 1,218 | 0.0% | 0.01% | 0.0% | |
| SLV | ISHARES SILVER TRUSTetf/other | $60,000 | +5.3% | 2,817 | 0.0% | 0.01% | 0.0% | |
| BDJ | BLACKROCK ENHANCED EQT DIVetf/equity | $57,000 | +1.8% | 5,703 | 0.0% | 0.01% | 0.0% | |
| FBHS | FORTUNE BRANDS HOME & SEC | $64,000 | +18.5% | 600 | 0.0% | 0.01% | 0.0% | |
| VTRS | Sell | VIATRIS INC | $50,000 | -39.8% | 3,706 | -39.9% | 0.01% | -40.0% |
| PAYC | Sell | PAYCOM SOFTWARE INC | $56,000 | -43.4% | 134 | -33.0% | 0.01% | -50.0% |
| ESGU | ISHARES TR ESG MSCI USA ETF (ESGU)etf/equity | $48,000 | +9.1% | 448 | 0.0% | 0.01% | +20.0% | |
| NVG | NUVEEN AMT FREE MUNI CR INCclosed end mutual funds | $54,000 | +5.9% | 3,000 | 0.0% | 0.01% | 0.0% | |
| ROK | Sell | ROCKWELL AUTOMATION INC | $54,000 | -79.0% | 155 | -82.3% | 0.01% | -80.6% |
| ALL | THE ALLSTATE CORPORATION | $56,000 | -6.7% | 475 | 0.0% | 0.01% | -14.3% | |
| LRCX | Buy | LAM RESEARCH CORP | $54,000 | +92.9% | 75 | +50.0% | 0.01% | +100.0% |
| XBI | Sell | SPDR S&P BIOTECH ETFetf/equity | $56,000 | -39.8% | 497 | -33.1% | 0.01% | -45.5% |
| BP | BP PLC ADRforeign equities | $51,000 | -1.9% | 1,910 | 0.0% | 0.01% | 0.0% | |
| IXJ | ISHARES GLOBAL HEALTHCAREetf/equity | $47,000 | +6.8% | 520 | 0.0% | 0.01% | 0.0% | |
| GPS | GAP INC | $41,000 | -21.2% | 2,300 | 0.0% | 0.01% | -16.7% | |
| IWO | ISHARES RUSSELL 2000 GROWTH ETFetf/equity | $47,000 | 0.0% | 160 | 0.0% | 0.01% | -16.7% | |
| MKL | Sell | MARKEL CORPORATION | $41,000 | -65.8% | 33 | -67.0% | 0.01% | -66.7% |
| ALLE | ALLEGION PLCforeign equities | $44,000 | 0.0% | 331 | 0.0% | 0.01% | 0.0% | |
| OKTA | OKTA INC CL A | $45,000 | -4.3% | 200 | 0.0% | 0.01% | -16.7% | |
| USA | Sell | LIBERTY ALL STAR EQUITY FDclosed end mutual funds | $40,000 | -35.5% | 4,805 | -33.3% | 0.01% | -37.5% |
| F | FORD MOTOR COMPANY | $46,000 | +48.4% | 2,200 | 0.0% | 0.01% | +25.0% | |
| SLQD | ISHARES 0-5 YR INVMT GR CORP | $43,000 | 0.0% | 835 | 0.0% | 0.01% | 0.0% | |
| NEM | NEWMONT MINING CORP | $37,000 | +12.1% | 600 | 0.0% | 0.00% | 0.0% | |
| IWN | ISHARES RUSSELL 2000 VALUEetf/equity | $35,000 | +6.1% | 209 | 0.0% | 0.00% | 0.0% | |
| WBA | Buy | WALGREENS BOOTS ALLIANCE INC | $31,000 | +40.9% | 590 | +24.2% | 0.00% | +33.3% |
| MRNA | Sell | MODERNA INC | $32,000 | -58.4% | 125 | -37.5% | 0.00% | -55.6% |
| PRU | PRUDENTIAL FINANCIAL INC | $36,000 | +2.9% | 334 | 0.0% | 0.00% | 0.0% | |
| EL | ESTEE LAUDER COMP INC CL A | $37,000 | +23.3% | 100 | 0.0% | 0.00% | 0.0% | |
| STL | STERLING BANCORP DEL | $39,000 | +5.4% | 1,500 | 0.0% | 0.00% | -20.0% | |
| K | KELLOGG COMPANY | $26,000 | 0.0% | 400 | 0.0% | 0.00% | 0.0% | |
| J | JACOBS ENGR GROUP INC. | $27,000 | +3.8% | 194 | 0.0% | 0.00% | 0.0% | |
| PNW | PINNACLE WEST CPTL CORP | $28,000 | -3.4% | 400 | 0.0% | 0.00% | -25.0% | |
| PBW | INVESCO EXCHANGE TRADED FD TR WILDERHIL CLANetf/equity | $23,000 | -8.0% | 323 | 0.0% | 0.00% | 0.0% | |
| MPC | MARATHON PETROLEUM CORP | $22,000 | +4.8% | 344 | 0.0% | 0.00% | 0.0% | |
| PAA | PLAINS ALL AMERICAN PIPELINE | $28,000 | -9.7% | 3,000 | 0.0% | 0.00% | -25.0% | |
| FITB | FIFTH THIRD BANCORP | $29,000 | +3.6% | 655 | 0.0% | 0.00% | 0.0% | |
| IGIB | Sell | ISHARES INTERMEDIATE CREDIT BOND ETF | $29,000 | -69.8% | 496 | -68.9% | 0.00% | -75.0% |
| DFS | DISCOVER FINANCIAL SERVICES | $23,000 | -8.0% | 200 | 0.0% | 0.00% | 0.0% | |
| BX | BLACKSTONE GROUP INC | $26,000 | +8.3% | 200 | 0.0% | 0.00% | 0.0% | |
| VKQ | New | INVESCO MUNICIPAL TRUSTclosed end mutual funds | $27,000 | – | 2,000 | +100.0% | 0.00% | – |
| OKE | ONEOK INC | $23,000 | 0.0% | 394 | 0.0% | 0.00% | 0.0% | |
| MGK | VANGUARD MEGA CAP GROWTHetf/equity | $22,000 | +10.0% | 85 | 0.0% | 0.00% | +50.0% | |
| EPD | ENTERPRISE PRODS PARTNERS LP | $24,000 | 0.0% | 1,098 | 0.0% | 0.00% | 0.0% | |
| ABB | ABB LTD ADRforeign equities | $23,000 | +15.0% | 600 | 0.0% | 0.00% | +50.0% | |
| KEY | Sell | KEYCORP | $24,000 | -27.3% | 1,000 | -33.3% | 0.00% | -25.0% |
| IIVI | II-VI INC | $14,000 | +16.7% | 200 | 0.0% | 0.00% | +100.0% | |
| VBK | VANGUARD SMALLCAP GROWTH ETFetf/equity | $18,000 | 0.0% | 65 | 0.0% | 0.00% | 0.0% | |
| NYCB | NEW YORK CMNTY BANCORP INC | $14,000 | -6.7% | 1,175 | 0.0% | 0.00% | 0.0% | |
| MOH | MOLINA HEALTHCARE INC | $16,000 | +14.3% | 50 | 0.0% | 0.00% | 0.0% | |
| INFI | INFINITY PHARMACEUTICALS INC | $14,000 | -33.3% | 6,000 | 0.0% | 0.00% | -33.3% | |
| O | REALTY INCOME CORP | $20,000 | +11.1% | 284 | 0.0% | 0.00% | 0.0% | |
| LUMN | LUMEN TECHNOLOGIES INC | $14,000 | 0.0% | 1,150 | 0.0% | 0.00% | 0.0% | |
| RSG | REPUBLIC SERVICES INC | $14,000 | +16.7% | 100 | 0.0% | 0.00% | +100.0% | |
| INFU | INFUSYSTEMS HOLDINGS INC | $17,000 | +30.8% | 1,000 | 0.0% | 0.00% | 0.0% | |
| TS | TENARIS SA ADRforeign equities | $21,000 | 0.0% | 1,000 | 0.0% | 0.00% | -33.3% | |
| GS | GOLDMAN SACHS GROUP INC | $19,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
| FNV | FRANCO NEVADA CORPforeign equities | $18,000 | +5.9% | 132 | 0.0% | 0.00% | 0.0% | |
| JBL | JABIL CIRCUIT INC. | $14,000 | +16.7% | 200 | 0.0% | 0.00% | +100.0% | |
| XHB | Sell | SPDR SERIES TRUST S&P HOMEBUILDetf/equity | $17,000 | -98.7% | 200 | -98.9% | 0.00% | -98.7% |
| GOLD | BARRICK GOLD CORPORATIONforeign equities | $19,000 | +5.6% | 1,015 | 0.0% | 0.00% | 0.0% | |
| SPSM | SPDR PORTFOLIO SMALLCAP ETFetf/equity | $16,000 | 0.0% | 365 | 0.0% | 0.00% | 0.0% | |
| IP | Buy | INTERNATIONAL PAPER CO | $16,000 | +77.8% | 356 | +128.2% | 0.00% | +100.0% |
| WELL | WELLTOWER INC | $17,000 | +6.2% | 200 | 0.0% | 0.00% | 0.0% | |
| BNS | BANK OF NOVA SCOTIAforeign equities | $14,000 | +16.7% | 200 | 0.0% | 0.00% | +100.0% | |
| UBS | UBS GROUP AGforeign equities | $18,000 | +12.5% | 1,000 | 0.0% | 0.00% | 0.0% | |
| PRF | Sell | INVESCO FTSE RAFI US1000 ETFetf/equity | $15,000 | -16.7% | 90 | -19.6% | 0.00% | 0.0% |
| FCX | FREEPORT MCMORAN INC | $17,000 | +30.8% | 400 | 0.0% | 0.00% | 0.0% | |
| ERIC | ERICSSON L M TEL CO ADR B SEK 10foreign equities | $18,000 | 0.0% | 1,640 | 0.0% | 0.00% | 0.0% | |
| CBON | VANECK VECTORS CHINAAMC CHINA BOND ETF | $15,000 | 0.0% | 600 | 0.0% | 0.00% | 0.0% | |
| SQ | SQUARE INC CL A | $16,000 | -33.3% | 100 | 0.0% | 0.00% | -33.3% | |
| VBIV | VBI VACCINES INC | $20,000 | -23.1% | 8,500 | 0.0% | 0.00% | -33.3% | |
| BCE | Sell | BCE INCforeign equities | $18,000 | -89.4% | 340 | -90.0% | 0.00% | -90.5% |
| AQN | New | ALGONQUIN PWR UTILS CORPforeign equities | $14,000 | – | 1,000 | +100.0% | 0.00% | – |
| AMAT | New | APPLIED MATERIALS INC | $16,000 | – | 100 | +100.0% | 0.00% | – |
| GRNB | VANECK VECTORS ETF TR GREEN BD ETF | $5,000 | 0.0% | 190 | 0.0% | 0.00% | 0.0% | |
| GAB | GABELLI EQUITY TR INCclosed end mutual funds | $7,000 | 0.0% | 1,000 | 0.0% | 0.00% | 0.0% | |
| JUST | GOLDMAN SACHS JUST US LARGE CAP EQUITY ETFetf/equity | $11,000 | +10.0% | 165 | 0.0% | 0.00% | 0.0% | |
| HOG | HARLEY DAVIDSON INC | $8,000 | +14.3% | 200 | 0.0% | 0.00% | 0.0% | |
| INCY | INCYTE CORP | $7,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| FSK | FS KKR CAPITAL CORP | $13,000 | -7.1% | 621 | 0.0% | 0.00% | -50.0% | |
| ET | ENERGY TRANSFER EQUITY LP | $9,000 | -10.0% | 1,090 | 0.0% | 0.00% | 0.0% | |
| IRDM | IRIDIUM COMMUNICATIONS INC | $8,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
| AGG | ISHARES CORE US AGGREGATE BOND ETF | $5,000 | -16.7% | 48 | 0.0% | 0.00% | 0.0% | |
| IWP | ISHARES RUSSELL MID GROWTHetf/equity | $5,000 | +25.0% | 40 | 0.0% | 0.00% | – | |
| DKNG | DRAFTKINGS INC CL A | $5,000 | -50.0% | 200 | 0.0% | 0.00% | 0.0% | |
| DCOM | DIME CMNTY BANCSHARES INC | $7,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
| DGII | DIGI INTL INC | $10,000 | +25.0% | 400 | 0.0% | 0.00% | 0.0% | |
| DRI | DARDEN RESTAURANTS INC | $8,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
| CRBN | ISHARES MSCI ACWI LOW CARBONetf/equity | $6,000 | 0.0% | 35 | 0.0% | 0.00% | 0.0% | |
| HYXF | ISHARES ESG ADV HIGH YIELD | $13,000 | -7.1% | 260 | 0.0% | 0.00% | -50.0% | |
| JNCE | JOUNCE THERAPEUTICS INC | $8,000 | +14.3% | 1,000 | 0.0% | 0.00% | 0.0% | |
| LHX | L3HARRIS TECHNOLOGIES INC | $6,000 | -14.3% | 30 | 0.0% | 0.00% | 0.0% | |
| CC | THE CHEMOURS CO | $12,000 | +20.0% | 360 | 0.0% | 0.00% | 0.0% | |
| MPW | MEDICAL PPTYS TRUST INC | $5,000 | +25.0% | 200 | 0.0% | 0.00% | – | |
| NCR | NCR CORP | $8,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
| NXST | NEXSTAR MEDIA GROUP CLASS A | $8,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
| CAH | CARDINAL HEALTH INC | $6,000 | 0.0% | 114 | 0.0% | 0.00% | 0.0% | |
| OXY | OCCIDENTAL PETROLEUM CORP | $6,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
| OHI | Sell | OMEGA HEALTHCARE INV INC | $10,000 | -60.0% | 354 | -58.0% | 0.00% | -66.7% |
| ORAN | ORANGE SA ADRforeign equities | $11,000 | 0.0% | 1,000 | 0.0% | 0.00% | 0.0% | |
| BOX | BOX INC CL A | $5,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
| PHM | PULTE GROUP INC | $12,000 | +20.0% | 210 | 0.0% | 0.00% | 0.0% | |
| RBBN | RIBBONS COMMUNICATIONS INC | $8,000 | 0.0% | 1,400 | 0.0% | 0.00% | 0.0% | |
| RDSA | ROYAL DUTCH SHELL PLC CL Aforeign equities | $11,000 | -8.3% | 260 | 0.0% | 0.00% | 0.0% | |
| BHLB | BERKSHIRE HILLS BANCORP INC | $8,000 | +14.3% | 264 | 0.0% | 0.00% | 0.0% | |
| SPIB | SPDR INTERM CORP BOND ETF | $8,000 | 0.0% | 225 | 0.0% | 0.00% | 0.0% | |
| STOT | SPDR DOUBLELINE SHRT DUR | $9,000 | 0.0% | 180 | 0.0% | 0.00% | 0.0% | |
| SWIR | Sell | SIERRA WIRELESS INCforeign equities | $6,000 | -62.5% | 333 | -66.7% | 0.00% | -50.0% |
| SPH | SUBURBAN PROPANE PARTNERS LP | $10,000 | 0.0% | 670 | 0.0% | 0.00% | 0.0% | |
| TDC | TERADATA CORP | $8,000 | -27.3% | 200 | 0.0% | 0.00% | 0.0% | |
| TRST | TRUSTCO BANK CORP | $6,000 | +20.0% | 168 | 0.0% | 0.00% | 0.0% | |
| VHT | Sell | VANGUARD HEALTH CARE ETFetf/equity | $7,000 | -91.0% | 25 | -92.1% | 0.00% | -90.0% |
| VGLT | VANGUARD LONG TERM TREASURY | $12,000 | +9.1% | 130 | 0.0% | 0.00% | 0.0% | |
| AIM | AIM IMMUNOTECH INC | $12,000 | -55.6% | 13,226 | 0.0% | 0.00% | -66.7% | |
| A | AGILENT TECHNOLOGIES INC | $12,000 | 0.0% | 76 | 0.0% | 0.00% | 0.0% | |
| XYL | XYLEM INC | $5,000 | 0.0% | 44 | 0.0% | 0.00% | 0.0% | |
| AGCO | AGCO CORP | $12,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| SXC | SUNCOKE ENERGY INC | $1,000 | 0.0% | 218 | 0.0% | 0.00% | – | |
| ATOS | ATOSSA THERAPEUTICS INC | $2,000 | -60.0% | 1,475 | 0.0% | 0.00% | -100.0% | |
| SRNE | Buy | SORRENTO THERAPEUTICS INC | $3,000 | -25.0% | 600 | +20.0% | 0.00% | – |
| XTN | SPDR S&P TRANSPORTATION ETFetf/equity | $3,000 | 0.0% | 34 | 0.0% | 0.00% | – | |
| RGLS | REGULUS THERAPEUTICS INC | $2,000 | -60.0% | 6,900 | 0.0% | 0.00% | -100.0% | |
| BB | Sell | BLACKBERRY LTD NPVforeign equities | $1,000 | -50.0% | 83 | -66.8% | 0.00% | – |
| APRN | BLUE APRON HOLDINGS INC | $0 | – | 6 | 0.0% | 0.00% | – | |
| OXYWS | New | OCCIDENTAL PETE CORP W EXP 08/03/2027warrants & rights | $0 | – | 25 | +100.0% | 0.00% | – |
| NKLA | NIKOLA CORP | $2,000 | 0.0% | 200 | 0.0% | 0.00% | – | |
| VXF | VANGUARD EXTENDED MKT IDXetf/equity | $4,000 | 0.0% | 21 | 0.0% | 0.00% | – | |
| CVM | CEL SCI CORP | $4,000 | -20.0% | 500 | 0.0% | 0.00% | -100.0% | |
| TPAY | ECOFIN DIGTL PYMNTS INFRSTRCetf/equity | $2,000 | 0.0% | 45 | 0.0% | 0.00% | – | |
| C | Sell | CITIGROUP INC | $4,000 | -63.6% | 63 | -61.3% | 0.00% | -100.0% |
| HTBX | HEAT BIOLOGICS INC | $2,000 | -33.3% | 560 | 0.0% | 0.00% | – | |
| PAVE | GLOBAL X US INFRASTRUCTURE DEV ETFetf/equity | $3,000 | +50.0% | 95 | 0.0% | 0.00% | – | |
| GUT | Sell | GABELLI UTILITY TRUSTclosed end mutual funds | $2,000 | -71.4% | 288 | -66.7% | 0.00% | -100.0% |
| GGT | Sell | GABELLI MULTIMEDIA TR INCclosed end mutual funds | $3,000 | -62.5% | 299 | -66.7% | 0.00% | -100.0% |
| FMS | FRESENIUS MEDICAL CARE AG & CO KGAAforeign equities | $3,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
| CIBR | FIRST TR NASDAQ CYB SEC ETFetf/equity | $2,000 | 0.0% | 32 | 0.0% | 0.00% | – | |
| RGLD | Exit | ROYAL GOLD INC | $0 | – | -43 | -100.0% | 0.00% | – |
| AGE | Exit | AGEX THERAPEUTICS INC | $0 | – | -50 | -100.0% | 0.00% | – |
| ARKF | Exit | ARK FINTECH INNOVATION ETFetf/equity | $0 | – | -40 | -100.0% | 0.00% | – |
| IEC | Exit | IEC ELECTRONICS CORPORATION | $0 | – | -200 | -100.0% | 0.00% | – |
| GERN | Exit | GERON CORP | $0 | – | -300 | -100.0% | 0.00% | – |
| SHAK | Exit | SHAKE SHACK INC | $0 | – | -10 | -100.0% | 0.00% | – |
| DDD | Exit | 3D SYSTEM CORP | $0 | – | -50 | -100.0% | 0.00% | – |
| LCTX | Exit | LINEAGE CELL THERAPEUTICS | $0 | – | -508 | -100.0% | 0.00% | – |
| SSL | Exit | SASOL LTDforeign equities | $0 | – | -100 | -100.0% | 0.00% | – |
| ONVO | Exit | ORGANOVO HOLDINGS INC | $0 | – | -5 | -100.0% | 0.00% | – |
| AMRX | Exit | AMNEAL PHARMACEUTICALS INC CL A | $0 | – | -200 | -100.0% | 0.00% | – |
| SGMA | Exit | SIGMATRON INTERNATIONAL INC | $0 | – | -300 | -100.0% | 0.00% | – |
| VOD | Exit | VODAFONE GROUP PLC ADRforeign equities | $0 | – | -238 | -100.0% | 0.00% | – |
| QCLN | FIRST TRUST NASDAQ CLN EDGEetf/equity | $1,000 | 0.0% | 15 | 0.0% | 0.00% | – | |
| UNIT | UNITI GROUP INC | $0 | – | 16 | 0.0% | 0.00% | – | |
| TWTR | TWITTER INC | $1,000 | 0.0% | 22 | 0.0% | 0.00% | – | |
| TEVA | TEVA PHARMACEUTICAL INDS LTDADRforeign equities | $1,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
| ESML | ISHARES ESG AWARE MSCI SMALLCAP ETFetf/equity | $1,000 | 0.0% | 25 | 0.0% | 0.00% | – | |
| AGEN | AGENUS INC | $1,000 | -50.0% | 300 | 0.0% | 0.00% | – | |
| WAB | Sell | WABTEC CORP | $2,000 | -50.0% | 19 | -57.8% | 0.00% | – |
| IHAK | ISHARES CYBERSEC & TECH ETFetf/equity | $2,000 | +100.0% | 34 | 0.0% | 0.00% | – | |
| SUSB | ISHARES TR ESG AWRE 1 5 YR | $2,000 | 0.0% | 75 | 0.0% | 0.00% | – | |
| PICK | ISHARES MSCI GLOBAL MTL&MIN PRODUCERS ETFetf/international equity | $1,000 | 0.0% | 32 | 0.0% | 0.00% | – | |
| EFAV | ISHARES EDGE MSCI MIN VOL EAFE ETFetf/international equity | $4,000 | 0.0% | 55 | 0.0% | 0.00% | – | |
| ITB | ISHARES US HOME CONSTRUCTIONetf/equity | $3,000 | +50.0% | 33 | 0.0% | 0.00% | – | |
| IGF | ISHARES TR S&P GLO INFRASetf/international equity | $3,000 | +50.0% | 53 | 0.0% | 0.00% | – | |
| WOOD | ISHARES TR S&P GTFIDX ETFetf/international equity | $2,000 | 0.0% | 27 | 0.0% | 0.00% | – | |
| IYZ | ISHARES US TELECOM ETFetf/equity | $1,000 | 0.0% | 44 | 0.0% | 0.00% | – | |
| HOMZ | THE HOYA CAPITAL HOUSING ETFetf/equity | $3,000 | +50.0% | 62 | 0.0% | 0.00% | – | |
| IRONNET INC | $2,000 | -77.8% | 500 | 0.0% | 0.00% | -100.0% | ||
| CUT | INVESCO MSCI GLOBAL TIMBERetf/equity | $2,000 | 0.0% | 65 | 0.0% | 0.00% | – | |
| SNAP | Exit | SNAP INC | $0 | – | -100 | -100.0% | -0.00% | – |
| CURI | Exit | CURIOSITYSTREAM INC CL A | $0 | – | -1,109 | -100.0% | -0.00% | – |
| LEVI | Exit | LEVI STRAUSS & CO CL A | $0 | – | -300 | -100.0% | -0.00% | – |
| CLSK | Exit | CLEANSPARK INC | $0 | – | -1,072 | -100.0% | -0.00% | – |
| GEVO | Exit | GEVO INC | $0 | – | -951 | -100.0% | -0.00% | – |
| NWL | Exit | NEWELL RUBBERMAID INC | $0 | – | -420 | -100.0% | -0.00% | – |
| MP | Exit | MP MATERIALS CORP CL A | $0 | – | -150 | -100.0% | -0.00% | – |
| UCTT | Exit | ULTRA CLEAN HOLDINGS INC | $0 | – | -200 | -100.0% | -0.00% | – |
| INTU | Exit | INTUIT INC | $0 | – | -20 | -100.0% | -0.00% | – |
| NTR | Exit | NUTRIEN LTDforeign equities | $0 | – | -220 | -100.0% | -0.00% | – |
| BMO | Exit | BANK OF MONTREALforeign equities | $0 | – | -150 | -100.0% | -0.00% | – |
| VLO | Exit | VALERO ENERGY CORP | $0 | – | -300 | -100.0% | -0.00% | – |
| IBB | Exit | ISHARES NASDAQ BIOTECHNOLOGYETFetf/equity | $0 | – | -150 | -100.0% | -0.00% | – |
| BABA | Exit | ALIBABA GROUP HOLDINGS LMTDforeign equities | $0 | – | -200 | -100.0% | -0.00% | – |
| SU | Exit | SUNCOR ENERGY INCforeign equities | $0 | – | -2,500 | -100.0% | -0.01% | – |
| IQLT | Exit | ISHARES MSCI INTL QUALITY FACTOR ETFetf/international equity | $0 | – | -1,600 | -100.0% | -0.01% | – |
| MGA | Exit | MAGNA INTERNATIONAL INCforeign equities | $0 | – | -720 | -100.0% | -0.01% | – |
| TRI | Exit | THOMSON REUTERS CORPforeign equities | $0 | – | -1,500 | -100.0% | -0.02% | – |
| NYF | Exit | ISHARES NEW YORK MUNI BOND | $0 | – | -2,800 | -100.0% | -0.02% | – |
| MFC | Exit | MANULIFE FINL CORPforeign equities | $0 | – | -15,000 | -100.0% | -0.04% | – |
| TRP | Exit | TC ENERGY CORPforeign equities | $0 | – | -6,200 | -100.0% | -0.04% | – |
| CP | Exit | CANADIAN PACIFIC RAILWAY LTDforeign equities | $0 | – | -6,400 | -100.0% | -0.05% | – |
| IPAY | Exit | ETFMG PRIME MOBILE PAYMENTSetf/equity | $0 | – | -22,965 | -100.0% | -0.19% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-01-27
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR S&P 500 INDEX FD | 36 | Q3 2023 | 9.4% |
| APPLE INC | 36 | Q3 2023 | 10.5% |
| ISHARES CORE MSCI EAFE ETF | 36 | Q3 2023 | 5.4% |
| INTL BUSINESS MACHINES CORP | 36 | Q3 2023 | 5.3% |
| ISHARES TR USA MIN VOL ID | 36 | Q3 2023 | 3.9% |
| ISHARES CORE S&P SMALLCAP ETF | 36 | Q3 2023 | 3.3% |
| MICROSOFT CORP | 36 | Q3 2023 | 3.1% |
| JOHNSON & JOHNSON | 36 | Q3 2023 | 2.3% |
| ISHARES TR S&P MIDCAP 400 | 36 | Q3 2023 | 2.7% |
| VERIZON COMMUNICATIONS | 36 | Q3 2023 | 1.9% |
View Community Bank, N.A.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-02 |
| 13F-HR/A | 2023-11-14 |
| 13F-HR | 2023-10-26 |
| 13F-HR | 2023-08-01 |
| 13F-HR | 2023-04-20 |
| 13F-HR | 2023-01-31 |
| 13F-HR | 2022-10-28 |
| 13F-HR | 2022-07-26 |
| 13F-HR | 2022-05-05 |
| 13F-HR | 2022-01-27 |
View Community Bank, N.A.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.