SouthState Corp Diversified Active

CIK: 0000764038 · Show all filings

Period: Q1 2023 (← Previous) (Next →)

Filing Date: May 8, 2023

Total Value ($000): $1,083,560 (100.0% shares, 0.0% debt)

Holdings (639)

MSFT Microsoft Corp 5.5%
Value ($000) $59,326 Shares 205,779 Est. Cost $39.51 Unrealized +531.3%
AAPL Apple Inc 4.6%
Value ($000) $49,334 Shares 299,174 Est. Cost $85.76 Unrealized +69.6%
BRK/B Berkshire Hathaway Inc-Cl B 3.0%
Value ($000) $32,010 Shares 103,670 Est. Cost $168.67 Unrealized +82.7%
PHYS Sprott Physical Gold Trust 2.9%
Value ($000) $31,313 Shares 2,025,406 Est. Cost $14.38 Unrealized
DHR Danaher Corp 2.1%
Value ($000) $22,913 Shares 90,912 Est. Cost $49.93 Unrealized +348.8%
KO Coca Cola CO 2.1%
Value ($000) $22,700 Shares 365,955 Est. Cost $37.56 Unrealized +47.5%
SHY Ishares Barclays 1-3 Year Tr E 2.1%
Value ($000) $22,372 Shares 272,293 Est. Cost $86.05 Unrealized
MA Mastercard Inc-A 2.0%
Value ($000) $21,659 Shares 59,599 Est. Cost $126.96 Unrealized +181.5%
ELV Elevance Health INC 1.9%
Value ($000) $20,432 Shares 44,436 Est. Cost $154.81 Unrealized +194.0%
IVV Ishares Core S&P 500 ETF 1.8%
Value ($000) $19,227 Shares 46,773 Est. Cost $223.39 Unrealized
JPM JP Morgan Chase & CO 1.8%
Value ($000) $19,160 Shares 147,032 Est. Cost $56.49 Unrealized +126.9%
V Visa Inc 1.6%
Value ($000) $17,846 Shares 79,152 Est. Cost $95.82 Unrealized +127.4%
VEU Vanguard Ftse All-World Ex-US 1.6%
Value ($000) $17,442 Shares 326,195 Est. Cost $48.64 Unrealized
JNJ Johnson & Johnson 1.6%
Value ($000) $17,122 Shares 110,466 Est. Cost $90.52 Unrealized +63.4%
AMZN Amazon.Com Inc 1.6%
Value ($000) $16,997 Shares 164,559 Est. Cost $122.63 Unrealized -21.2%
HD Home Depot Inc 1.5%
Value ($000) $16,750 Shares 56,756 Est. Cost $87.19 Unrealized +226.5%
AVGO Broadcom Inc 1.5%
Value ($000) $16,187 Shares 25,231 Est. Cost $37.61 Unrealized +53.1%
ADBE Adobe Inc 1.4%
Value ($000) $15,158 Shares 39,334 Est. Cost $217.15 Unrealized +63.7%
TJX TJX Companies 1.3%
Value ($000) $14,387 Shares 183,595 Est. Cost $40.44 Unrealized +87.1%
ROP Roper Technologies Inc 1.3%
Value ($000) $14,206 Shares 32,235 Est. Cost $349.45 Unrealized +21.4%
WMT Walmart Inc 1.2%
Value ($000) $13,474 Shares 91,381 Est. Cost $32.02 Unrealized +43.0%
GOOG Alphabet Inc Cl C 1.2%
Value ($000) $13,418 Shares 129,016 Est. Cost $107.28 Unrealized -10.7%
SONY Sony Group Corp Spons ADR 1.2%
Value ($000) $13,000 Shares 143,413 Est. Cost $59.51 Unrealized
CVX Chevron Corporation 1.2%
Value ($000) $12,958 Shares 79,420 Est. Cost $79.74 Unrealized +86.2%
COST Costco Whsl Corp New 1.2%
Value ($000) $12,823 Shares 25,808 Est. Cost $119.33 Unrealized +294.9%
MDLZ Mondelez International Inc 1.1%
Value ($000) $12,255 Shares 175,768 Est. Cost $32.26 Unrealized +89.4%
PG Procter & Gamble Company 1.1%
Value ($000) $12,148 Shares 81,700 Est. Cost $60.15 Unrealized +121.4%
LHX L3 Harris Technologies Inc 1.0%
Value ($000) $11,165 Shares 56,897 Est. Cost $174.68 Unrealized +10.0%
CSCO Cisco Systems Inc 1.0%
Value ($000) $11,159 Shares 213,471 Est. Cost $18.74 Unrealized +139.3%
ABBV Abbvie Inc 1.0%
Value ($000) $10,699 Shares 67,130 Est. Cost $85.71 Unrealized +61.2%
ORCL Oracle Corporation Com 1.0%
Value ($000) $10,421 Shares 112,149 Est. Cost $68.25 Unrealized +24.2%
VCSH Vanguard Scottsdale Fds Shrt Trm Corp Bd 1.0%
Value ($000) $10,415 Shares 136,631 Est. Cost $82.54 Unrealized
SPY SPDR S&P 500 ETF Trust 0.9%
Value ($000) $9,949 Shares 24,303 Est. Cost $260.33 Unrealized
CB Chubb Ltd 0.9%
Value ($000) $9,739 Shares 50,155 Est. Cost $143.05 Unrealized +41.7%
PEP Pepsico Inc 0.9%
Value ($000) $9,609 Shares 52,709 Est. Cost $77.43 Unrealized +105.0%
UNP Union Pac Corp 0.9%
Value ($000) $9,488 Shares 47,145 Est. Cost $105.33 Unrealized +79.8%
NOW Servicenow Inc 0.9%
Value ($000) $9,263 Shares 19,932 Est. Cost $34.60 Unrealized +151.7%
ROK Rockwell Automation, Inc 0.9%
Value ($000) $9,261 Shares 31,560 Est. Cost $226.22 Unrealized +19.6%
BSV Vanguard Bd Index Fds Short Trm Bond 0.8%
Value ($000) $8,999 Shares 117,651 Est. Cost $82.59 Unrealized
ISRG Intuitive Surgical Inc 0.8%
Value ($000) $8,873 Shares 34,731 Est. Cost $284.06 Unrealized -13.3%
Barrick Gold Corp 0.8%
Value ($000) $8,731 Shares 470,160 Est. Cost $20.98 Unrealized
DUK Duke Energy Corp 0.8%
Value ($000) $8,682 Shares 90,002 Est. Cost $51.86 Unrealized +70.0%
BAC Bank Amer Corp 0.8%
Value ($000) $8,392 Shares 293,424 Est. Cost $16.79 Unrealized +82.1%
BSX Boston Scientific Corp 0.7%
Value ($000) $7,713 Shares 154,173 Est. Cost $36.07 Unrealized +30.7%
VIG Vanguard Dividend Apprec ETF 0.7%
Value ($000) $7,355 Shares 47,755 Est. Cost $92.07 Unrealized
XOM Exxon Mobil Corp 0.6%
Value ($000) $6,788 Shares 61,902 Est. Cost $55.90 Unrealized +79.2%
GOOGL Alphabet Inc Cl A 0.6%
Value ($000) $6,665 Shares 64,253 Est. Cost $108.42 Unrealized -12.2%
MINT PIMCO Enhanced Short Maturity 0.6%
Value ($000) $6,606 Shares 66,556 Est. Cost $101.23 Unrealized
NKE Nike Inc Class B Com 0.6%
Value ($000) $6,588 Shares 53,721 Est. Cost $70.76 Unrealized +64.9%
J M Smith Corporation 0.6%
Value ($000) $6,478 Shares 185,082 Est. Cost $35.00 Unrealized
IGSB Ishares 1-5y Inv Grade Corp ET 0.6%
Value ($000) $6,354 Shares 125,732 Est. Cost $54.77 Unrealized
MOS Mosaic Co New Com 0.6%
Value ($000) $6,257 Shares 136,381 Est. Cost $24.59 Unrealized +81.0%
LLY Lilly Eli & Co Com 0.5%
Value ($000) $5,850 Shares 17,035 Est. Cost $99.23 Unrealized +232.5%
LOW Lowes Cos Inc 0.5%
Value ($000) $5,808 Shares 29,042 Est. Cost $114.73 Unrealized +67.5%
HON Honeywell International Inc 0.5%
Value ($000) $5,652 Shares 29,572 Est. Cost $69.31 Unrealized +154.9%
AMGN Amgen Inc 0.5%
Value ($000) $5,605 Shares 23,186 Est. Cost $100.92 Unrealized +122.0%
VZ Verizon Communications 0.5%
Value ($000) $5,424 Shares 139,476 Est. Cost $34.63 Unrealized -5.6%
PH Parker Hannifin Corp Com 0.5%
Value ($000) $5,312 Shares 15,803 Est. Cost $253.50 Unrealized +26.3%
BP BP PLC Spons ADR 0.5%
Value ($000) $5,093 Shares 134,240 Est. Cost $38.03 Unrealized
ABT Abbott Labs 0.5%
Value ($000) $5,044 Shares 49,814 Est. Cost $87.93 Unrealized +13.7%
SHEL Shell PLC Spon ADR 0.4%
Value ($000) $4,708 Shares 81,823 Est. Cost $56.91 Unrealized
VEA Vanguard Ftse Developed Market 0.4%
Value ($000) $4,643 Shares 102,779 Est. Cost $39.26 Unrealized
MSI Motorola Solutions, Inc 0.4%
Value ($000) $4,610 Shares 16,110 Est. Cost $154.00 Unrealized +65.8%
AZN Astrazeneca PLC Spons ADR 0.4%
Value ($000) $4,386 Shares 63,195 Est. Cost $41.33 Unrealized
DIS Disney Walt Co New 0.4%
Value ($000) $4,327 Shares 43,215 Est. Cost $66.19 Unrealized +48.8%
SNA Snap On Inc 0.4%
Value ($000) $4,301 Shares 17,420 Est. Cost $194.66 Unrealized +16.2%
PFE Pfizer Inc 0.4%
Value ($000) $4,284 Shares 105,006 Est. Cost $23.54 Unrealized +55.3%
MCD McDonalds Corp 0.4%
Value ($000) $4,244 Shares 15,180 Est. Cost $124.80 Unrealized +100.7%
SouthState Corporation Com 0.4%
Value ($000) $4,235 Shares 59,436 Est. Cost $70.10 Unrealized
EMR Emerson Electric 0.4%
Value ($000) $4,234 Shares 48,584 Est. Cost $46.07 Unrealized +79.3%
UNH Unitedhealth Group Inc Com 0.4%
Value ($000) $4,210 Shares 8,908 Est. Cost $292.51 Unrealized +56.3%
NVO Novo Nordisk As Spons ADR 0.4%
Value ($000) $4,156 Shares 26,114 Est. Cost $66.14 Unrealized
ADP Automatic Data Processing Inc 0.4%
Value ($000) $4,056 Shares 18,220 Est. Cost $49.73 Unrealized +325.3%
ULTA Ulta Beauty Inc 0.4%
Value ($000) $3,958 Shares 7,253 Est. Cost $250.09 Unrealized +105.2%
MRK Merck & Co Inc 0.3%
Value ($000) $3,762 Shares 35,357 Est. Cost $46.80 Unrealized +110.8%
PFF Ishares Preferred & Income Sec 0.3%
Value ($000) $3,727 Shares 119,375 Est. Cost $37.91 Unrealized
CRM Salesforce Inc. 0.3%
Value ($000) $3,626 Shares 18,152 Est. Cost $150.15 Unrealized +11.1%
ACN Accenture PLC Cl A 0.3%
Value ($000) $3,590 Shares 12,560 Est. Cost $199.48 Unrealized +31.0%
CMCSA Comcast Corp-Cl A 0.3%
Value ($000) $3,576 Shares 94,341 Est. Cost $27.03 Unrealized +28.1%
SYK Stryker Corp 0.3%
Value ($000) $3,520 Shares 12,329 Est. Cost $75.14 Unrealized +243.0%
VO Vanguard Ind Fd Mid-Cap 0.3%
Value ($000) $3,354 Shares 15,903 Est. Cost $145.55 Unrealized
IBM Intl. Business Machines Corp 0.3%
Value ($000) $3,354 Shares 25,585 Est. Cost $117.12 Unrealized +3.1%
STZ Constellation Brands Inc 0.3%
Value ($000) $3,318 Shares 14,688 Est. Cost $220.72 Unrealized -4.4%
TXN Texas Instruments 0.3%
Value ($000) $3,237 Shares 17,404 Est. Cost $116.27 Unrealized +38.8%
NEE Nextera Energy Inc 0.3%
Value ($000) $3,203 Shares 41,556 Est. Cost $55.98 Unrealized +26.2%
FISV Fiserv Inc 0.3%
Value ($000) $3,147 Shares 27,843 Est. Cost $47.62 Unrealized +131.0%
ICE Intercontinental Exchange Inc 0.3%
Value ($000) $3,125 Shares 29,963 Est. Cost $87.62 Unrealized +14.4%
TIP Ishares Tr Tips Bd Etf 0.3%
Value ($000) $3,066 Shares 27,811 Est. Cost $125.70 Unrealized
META Meta Platforms, Inc. Class A 0.3%
Value ($000) $2,960 Shares 13,967 Est. Cost $205.25 Unrealized -17.6%
UPS United Parcel Svc Inc Cl B 0.3%
Value ($000) $2,958 Shares 15,249 Est. Cost $76.90 Unrealized +105.7%
RSG Republic Services Inc 0.3%
Value ($000) $2,892 Shares 21,385 Est. Cost $31.60 Unrealized +289.6%
USB US Bancorp 0.3%
Value ($000) $2,813 Shares 78,043 Est. Cost $33.14 Unrealized +16.6%
BMY Bristol Myers Squibb CO 0.2%
Value ($000) $2,676 Shares 38,612 Est. Cost $38.87 Unrealized +58.2%
GILD Gilead Sciences Inc 0.2%
Value ($000) $2,622 Shares 31,602 Est. Cost $53.04 Unrealized +40.8%
CNC Centene Corp 0.2%
Value ($000) $2,597 Shares 41,090 Est. Cost $66.69 Unrealized +6.5%
VV Vanguard Large-Cap ETF 0.2%
Value ($000) $2,544 Shares 13,620 Est. Cost $106.02 Unrealized
CVS CVS Health Corp 0.2%
Value ($000) $2,449 Shares 32,950 Est. Cost $56.65 Unrealized +32.7%
IWR Ishares Russell Midcap ETF 0.2%
Value ($000) $2,295 Shares 32,829 Est. Cost $72.34 Unrealized
PSLV Sprott Physical Silver Trust 0.2%
Value ($000) $2,271 Shares 272,355 Est. Cost $8.96 Unrealized
QQQ Invesco Qqq Trust Series 1 0.2%
Value ($000) $2,208 Shares 6,881 Est. Cost $187.09 Unrealized
BHP Bhp Group Limited ADR 0.2%
Value ($000) $2,199 Shares 34,674 Est. Cost $56.07 Unrealized
AXP American Express CO 0.2%
Value ($000) $2,148 Shares 13,021 Est. Cost $64.04 Unrealized +149.9%
SO Southern CO 0.2%
Value ($000) $2,127 Shares 30,570 Est. Cost $37.97 Unrealized +59.8%
MO Altria Group Inc 0.2%
Value ($000) $2,059 Shares 46,139 Est. Cost $28.26 Unrealized +28.4%
VBR Vanguard Small Cap Value ETF 0.2%
Value ($000) $2,042 Shares 12,865 Est. Cost $131.08 Unrealized
PM Philip Morris International 0.2%
Value ($000) $1,980 Shares 20,360 Est. Cost $64.16 Unrealized +35.5%
EOG Eog Res Inc 0.2%
Value ($000) $1,903 Shares 16,602 Est. Cost $69.08 Unrealized +58.3%
DEO Diageo PLC ADR 0.2%
Value ($000) $1,840 Shares 10,157 Est. Cost $117.17 Unrealized
XLE Energy Select Sector SPDR 0.2%
Value ($000) $1,820 Shares 21,967 Est. Cost $56.78 Unrealized
BDX Becton Dickinson & CO 0.2%
Value ($000) $1,817 Shares 7,339 Est. Cost $195.89 Unrealized +18.5%
D Dominion Energy Inc 0.2%
Value ($000) $1,803 Shares 32,248 Est. Cost $54.25 Unrealized -6.8%
VTI Vanguard Index Fds Total Stk Mkt 0.2%
Value ($000) $1,779 Shares 8,715 Est. Cost $118.80 Unrealized
NUE Nucor Corp 0.2%
Value ($000) $1,766 Shares 11,434 Est. Cost $39.57 Unrealized +284.9%
CHD Church & Dwight Co Inc 0.2%
Value ($000) $1,760 Shares 19,907 Est. Cost $69.38 Unrealized +16.3%
DIA SPDR Djia Trust 0.2%
Value ($000) $1,734 Shares 5,212 Est. Cost $178.92 Unrealized
AFL Aflac Inc 0.2%
Value ($000) $1,627 Shares 25,210 Est. Cost $29.98 Unrealized +114.4%
CCI Crown Castle Inc 0.1%
Value ($000) $1,599 Shares 11,950 Est. Cost $101.90 Unrealized +15.3%
ECL Ecolab Inc Com 0.1%
Value ($000) $1,471 Shares 8,886 Est. Cost $170.47 Unrealized -11.4%
GS Goldman Sachs Group Inc Com 0.1%
Value ($000) $1,438 Shares 4,396 Est. Cost $171.03 Unrealized +89.2%
WM Waste Mgmt Inc Del 0.1%
Value ($000) $1,417 Shares 8,684 Est. Cost $119.13 Unrealized +22.9%
BRK/A Berkshire Hathaway Inc-Cl A 0.1%
Value ($000) $1,397 Shares 3 Est. Cost $216016.14 Unrealized +116.1%
ROST Ross Stores Inc Com 0.1%
Value ($000) $1,358 Shares 12,797 Est. Cost $88.56 Unrealized +22.8%
IWF Ishares Russell 1000 Growth ET 0.1%
Value ($000) $1,351 Shares 5,528 Est. Cost $113.69 Unrealized
EFA Ishares Msci Eafe ETF 0.1%
Value ($000) $1,349 Shares 18,857 Est. Cost $67.83 Unrealized
HDV Ishares Core High Dividend ETF 0.1%
Value ($000) $1,332 Shares 13,101 Est. Cost $99.77 Unrealized
NVS Novartis Ag Sponsored ADR 0.1%
Value ($000) $1,315 Shares 14,293 Est. Cost $84.51 Unrealized
RTX Raytheon Technologies Corp 0.1%
Value ($000) $1,277 Shares 13,041 Est. Cost $56.35 Unrealized +63.8%
LMT Lockheed Martin Corp 0.1%
Value ($000) $1,248 Shares 2,639 Est. Cost $248.14 Unrealized +74.6%
TFC Truist Financial Corp 0.1%
Value ($000) $1,240 Shares 36,370 Est. Cost $42.22 Unrealized -11.7%
VB Vanguard Small-Cap ETF 0.1%
Value ($000) $1,214 Shares 6,402 Est. Cost $144.75 Unrealized
MS Morgan Stanley 0.1%
Value ($000) $1,213 Shares 13,813 Est. Cost $19.79 Unrealized +328.6%
EFV Ishares Msci Eafe Value ETF 0.1%
Value ($000) $1,174 Shares 24,194 Est. Cost $46.76 Unrealized
LYB Lyondellbasell Industries NV 0.1%
Value ($000) $1,166 Shares 12,415 Est. Cost $58.39 Unrealized +30.6%
PSX Phillips 66 0.1%
Value ($000) $1,117 Shares 11,020 Est. Cost $49.06 Unrealized +86.8%
CHTR Charter Communications Inc Cl 0.1%
Value ($000) $1,077 Shares 3,011 Est. Cost $529.42 Unrealized -29.4%
IQLT Ishares Tr Msci Intl Qualty 0.1%
Value ($000) $1,053 Shares 29,831 Est. Cost $36.15 Unrealized
CAT Caterpillar Inc 0.1%
Value ($000) $1,000 Shares 4,371 Est. Cost $129.70 Unrealized +77.8%
EA Electronic Arts Inc 0.1%
Value ($000) $998 Shares 8,283 Est. Cost $108.44 Unrealized +6.6%
VXF Vanguard Extended Market ETF 0.1%
Value ($000) $914 Shares 6,521 Est. Cost $85.81 Unrealized
ITW Illinois Tool Works 0.1%
Value ($000) $909 Shares 3,732 Est. Cost $127.92 Unrealized +70.2%
RNST Renasant Corp 0.1%
Value ($000) $856 Shares 28,000 Est. Cost $30.54 Unrealized +14.5%
DE Deere & CO. 0.1%
Value ($000) $854 Shares 2,069 Est. Cost $151.93 Unrealized +161.4%
VGT Vanguard Info Tech ETF 0.1%
Value ($000) $845 Shares 2,193 Est. Cost $175.76 Unrealized
ETN Eaton Corp PLC 0.1%
Value ($000) $828 Shares 4,831 Est. Cost $114.46 Unrealized +39.9%
IWD Ishares Russell 1000 Value ETF 0.1%
Value ($000) $823 Shares 5,404 Est. Cost $101.77 Unrealized
SPLV Invesco S&P 500 Low Volatility 0.1%
Value ($000) $820 Shares 13,141 Est. Cost $53.92 Unrealized
GLD SPDR Gold Trust 0.1%
Value ($000) $817 Shares 4,457 Est. Cost $171.56 Unrealized
IEFA Ishares Core Msci Eafe ETF 0.1%
Value ($000) $813 Shares 12,155 Est. Cost $66.68 Unrealized
MMM 3M Co 0.1%
Value ($000) $796 Shares 7,570 Est. Cost $87.99 Unrealized -3.5%
TROW Price T Rowe Group Inc 0.1%
Value ($000) $770 Shares 6,820 Est. Cost $109.74 Unrealized -9.3%
NVDA Nvidia Corp 0.1%
Value ($000) $767 Shares 2,760 Est. Cost $20.11 Unrealized +7.5%
IWM Ishares Russell 2000 ETF 0.1%
Value ($000) $765 Shares 4,286 Est. Cost $192.80 Unrealized
DVY Ishares DJ Select Dividend ETF 0.1%
Value ($000) $762 Shares 6,501 Est. Cost $81.94 Unrealized
AMAT Applied Materials Inc 0.1%
Value ($000) $751 Shares 6,115 Est. Cost $100.86 Unrealized +11.0%
PPG Ppg Industries Inc 0.1%
Value ($000) $735 Shares 5,501 Est. Cost $97.14 Unrealized +24.7%
ES Eversource Energy 0.1%
Value ($000) $716 Shares 9,155 Est. Cost $52.38 Unrealized +32.4%
CSX CSX Corporation 0.1%
Value ($000) $714 Shares 23,842 Est. Cost $23.83 Unrealized +23.6%
INTC Intel Corp 0.1%
Value ($000) $704 Shares 21,542 Est. Cost $20.68 Unrealized +33.1%
T AT & T Inc 0.1%
Value ($000) $678 Shares 35,237 Est. Cost $12.78 Unrealized +28.0%
KMB Kimberly-Clark Corp 0.1%
Value ($000) $658 Shares 4,903 Est. Cost $90.56 Unrealized +28.4%
AEP American Elec Pwr Inc 0.1%
Value ($000) $647 Shares 7,113 Est. Cost $44.95 Unrealized +82.5%
XLV Health Care Select Sector SPDR 0.1%
Value ($000) $639 Shares 4,935 Est. Cost $73.12 Unrealized
AWK American Water Works Co Inc 0.1%
Value ($000) $639 Shares 4,360 Est. Cost $79.87 Unrealized +73.9%
MPC Marathon Petroleum Corporation 0.1%
Value ($000) $634 Shares 4,701 Est. Cost $59.22 Unrealized +98.5%
XLF Financial Select Sector SPDR 0.1%
Value ($000) $632 Shares 19,672 Est. Cost $31.73 Unrealized
DGRO Ishares Tr Core Div Grwth 0.1%
Value ($000) $622 Shares 12,437 Est. Cost $51.24 Unrealized
TGT Target Corp 0.1%
Value ($000) $621 Shares 3,751 Est. Cost $84.68 Unrealized +75.5%
VCIT Vanguard Scottsdale Fds Int-Term Corp 0.1%
Value ($000) $607 Shares 7,569 Est. Cost $93.47 Unrealized
DON Wisdomtree US Midcap Dividend 0.1%
Value ($000) $604 Shares 14,749 Est. Cost $44.53 Unrealized
BX Blackstone Inc. 0.1%
Value ($000) $600 Shares 6,835 Est. Cost $80.47 Unrealized +0.9%
GPC Genuine Parts CO 0.1%
Value ($000) $597 Shares 3,571 Est. Cost $83.86 Unrealized +84.8%
VOT Vanguard Mid-Cap Growth ETF 0.1%
Value ($000) $595 Shares 3,052 Est. Cost $226.33 Unrealized
PEY Invesco Exchange Traded Fd T Hig Yld Eq Div 0.1%
Value ($000) $594 Shares 29,823 Est. Cost $18.07 Unrealized
TSCO Tractor Supply CO 0.1%
Value ($000) $574 Shares 2,442 Est. Cost $24.95 Unrealized +73.5%
VSS Vanguard Ftse All World X-US S 0.1%
Value ($000) $574 Shares 5,251 Est. Cost $97.78 Unrealized
NSC Norfolk Southern Corp 0.1%
Value ($000) $566 Shares 2,670 Est. Cost $181.85 Unrealized +19.2%
IWP Ishares Russell Midcap Grwth E 0.1%
Value ($000) $554 Shares 6,087 Est. Cost $102.52 Unrealized
QCOM Qualcomm Inc 0.1%
Value ($000) $552 Shares 4,328 Est. Cost $96.12 Unrealized +21.1%
Pimco Dynamic Income Fund Shs 0.0%
Value ($000) $535 Shares 29,682 Est. Cost $19.37 Unrealized
GD General Dynamics Corp 0.0%
Value ($000) $532 Shares 2,329 Est. Cost $134.31 Unrealized +62.1%
KRG Kite Realty Group Trust REIT 0.0%
Value ($000) $530 Shares 25,320 Est. Cost $21.06 Unrealized
YUM Yum! Brands Inc 0.0%
Value ($000) $527 Shares 3,992 Est. Cost $60.74 Unrealized +100.4%
PNC PNC Financial Services Group 0.0%
Value ($000) $527 Shares 4,144 Est. Cost $69.64 Unrealized +93.3%
SBUX Starbucks Corp 0.0%
Value ($000) $525 Shares 5,046 Est. Cost $68.99 Unrealized +40.7%
PAYX Paychex Inc 0.0%
Value ($000) $525 Shares 4,585 Est. Cost $78.55 Unrealized +32.8%
IJK Ishares S&P Midcap 400/Grwth E 0.0%
Value ($000) $519 Shares 7,260 Est. Cost $104.55 Unrealized
DLTR Dollar Tree Inc 0.0%
Value ($000) $519 Shares 3,613 Est. Cost $103.70 Unrealized +39.9%
COF Capital One Financial 0.0%
Value ($000) $500 Shares 5,200 Est. Cost $71.12 Unrealized +40.2%
CTVA Corteva Inc 0.0%
Value ($000) $487 Shares 8,073 Est. Cost $25.02 Unrealized +136.3%
FTV Fortive Corp 0.0%
Value ($000) $481 Shares 7,052 Est. Cost $48.14 Unrealized +3.2%
FBNC First Bancorp NC Com 0.0%
Value ($000) $479 Shares 13,497 Est. Cost $37.07 Unrealized 0.0%
Unilever PLC 0.0%
Value ($000) $462 Shares 8,901 Est. Cost $46.83 Unrealized
WFC Wells Fargo & CO 0.0%
Value ($000) $451 Shares 12,054 Est. Cost $34.49 Unrealized +17.3%
IJH Ishares Core S&P Mid-Cap ETF 0.0%
Value ($000) $449 Shares 1,795 Est. Cost $216.79 Unrealized
DOW Dow Inc 0.0%
Value ($000) $444 Shares 8,107 Est. Cost $36.71 Unrealized +28.8%
RING Ishares MSCI Global Gold Min E 0.0%
Value ($000) $441 Shares 17,512 Est. Cost $17.19 Unrealized
ILMN Illumina Inc 0.0%
Value ($000) $435 Shares 1,870 Est. Cost $294.09 Unrealized -30.4%
CL Colgate Palmolive CO 0.0%
Value ($000) $434 Shares 5,769 Est. Cost $57.20 Unrealized +21.7%
SJM Jm Smucker CO/The-New 0.0%
Value ($000) $417 Shares 2,652 Est. Cost $115.33 Unrealized +18.8%
VYM Vanguard High Dvd Yield ETF 0.0%
Value ($000) $406 Shares 3,851 Est. Cost $95.57 Unrealized
SHW Sherwin-Williams CO 0.0%
Value ($000) $402 Shares 1,787 Est. Cost $222.85 Unrealized +0.1%
ALL Allstate Corp 0.0%
Value ($000) $392 Shares 3,541 Est. Cost $59.05 Unrealized +100.1%
COP Conocophillips 0.0%
Value ($000) $387 Shares 3,904 Est. Cost $55.49 Unrealized +79.3%
CARR Carrier Global Corp 0.0%
Value ($000) $386 Shares 8,448 Est. Cost $17.13 Unrealized +151.6%
BA Boeing Company 0.0%
Value ($000) $384 Shares 1,807 Est. Cost $149.36 Unrealized +39.1%
VTV Vanguard Value ETF 0.0%
Value ($000) $379 Shares 2,746 Est. Cost $94.92 Unrealized
APD Air Prods & Chems Inc 0.0%
Value ($000) $374 Shares 1,301 Est. Cost $248.22 Unrealized +8.8%
IJJ Ishares S&P Midcap 400/Value E 0.0%
Value ($000) $372 Shares 3,620 Est. Cost $111.52 Unrealized
VT Vanguard Intl Equity Index F Tt Wrld St Etf 0.0%
Value ($000) $367 Shares 3,980 Est. Cost $66.37 Unrealized
SMLF Ishares Tr Us Sml Cap Eqt 0.0%
Value ($000) $364 Shares 7,110 Est. Cost $50.80 Unrealized
FDX Fedex Corporation 0.0%
Value ($000) $362 Shares 1,583 Est. Cost $183.53 Unrealized +3.9%
PANW Palo Alto Networks Inc 0.0%
Value ($000) $340 Shares 1,704 Est. Cost $85.54 Unrealized -0.9%
IP International Paper CO 0.0%
Value ($000) $337 Shares 9,357 Est. Cost $31.46 Unrealized +3.3%
AYI Acuity Brands, Inc. 0.0%
Value ($000) $328 Shares 1,794 Est. Cost $167.55 Unrealized +9.3%
HEFA Ishares Currency Hedged MSCI E 0.0%
Value ($000) $325 Shares 11,016 Est. Cost $33.91 Unrealized
TRV Travelers Companies Inc 0.0%
Value ($000) $324 Shares 1,892 Est. Cost $118.44 Unrealized +45.2%
H Hyatt Hotels Corporation 0.0%
Value ($000) $323 Shares 2,885 Est. Cost $108.15 Unrealized 0.0%
CINF Cincinnati Financial Corp 0.0%
Value ($000) $317 Shares 2,824 Est. Cost $71.72 Unrealized +47.0%
OTIS Otis Worldwide Corp 0.0%
Value ($000) $315 Shares 3,735 Est. Cost $47.48 Unrealized +66.2%
INTU Intuit 0.0%
Value ($000) $310 Shares 695 Est. Cost $223.04 Unrealized +80.8%
VNQ Vanguard Real Estate ETF 0.0%
Value ($000) $309 Shares 3,725 Est. Cost $93.65 Unrealized
DD Dupont DE Nemours Inc 0.0%
Value ($000) $307 Shares 4,275 Est. Cost $27.24 Unrealized +5.2%
VLO Valero Energy Corp 0.0%
Value ($000) $295 Shares 2,111 Est. Cost $66.41 Unrealized +85.2%
XEL Xcel Energy Inc 0.0%
Value ($000) $288 Shares 4,268 Est. Cost $49.42 Unrealized +23.4%
Blackrock Inc Class A 0.0%
Value ($000) $284 Shares 425 Est. Cost $594.39 Unrealized
MDY SPDR S&P Midcap 400 ETF Trust 0.0%
Value ($000) $282 Shares 616 Est. Cost $343.84 Unrealized
SYY Sysco Corp 0.0%
Value ($000) $276 Shares 3,573 Est. Cost $26.75 Unrealized +164.2%
IJS Ishares S&P Smallcap 600/Val E 0.0%
Value ($000) $271 Shares 2,895 Est. Cost $103.50 Unrealized
RWR SPDR Dow Jones REIT ETF 0.0%
Value ($000) $268 Shares 3,024 Est. Cost $78.65 Unrealized
MUSA Murphy Usa Inc Com 0.0%
Value ($000) $267 Shares 1,033 Est. Cost $46.15 Unrealized +456.1%
SF Stifel Financial Corporation 0.0%
Value ($000) $266 Shares 4,500 Est. Cost $24.14 Unrealized +146.6%
ENPH Enphase Energy Inc Com 0.0%
Value ($000) $263 Shares 1,250 Est. Cost $179.51 Unrealized +20.7%
TSLA Tesla Inc 0.0%
Value ($000) $261 Shares 1,257 Est. Cost $233.89 Unrealized -25.4%
BNDX Vanguard Total International 0.0%
Value ($000) $258 Shares 5,274 Est. Cost $52.92 Unrealized
BAX Baxter International Inc 0.0%
Value ($000) $252 Shares 6,207 Est. Cost $48.40 Unrealized -18.6%
F Ford Motor Co Del 0.0%
Value ($000) $251 Shares 19,946 Est. Cost $7.06 Unrealized +44.5%
FREL Fidelity Covington Trust Msci Rl Est Etf 0.0%
Value ($000) $245 Shares 9,850 Est. Cost $30.84 Unrealized
CTAS Cintas Corp 0.0%
Value ($000) $243 Shares 525 Est. Cost $94.33 Unrealized +14.0%
CNI Canadian National Railway CO 0.0%
Value ($000) $242 Shares 2,055 Est. Cost $70.25 Unrealized +58.7%
BSET Bassett Furniture Industries I 0.0%
Value ($000) $241 Shares 13,552 Est. Cost $19.19 Unrealized -17.1%
VWO Vanguard Ftse Emerging Markets 0.0%
Value ($000) $239 Shares 5,925 Est. Cost $42.09 Unrealized
IJR Ishares Core S&P Small-Cap ETF 0.0%
Value ($000) $235 Shares 2,429 Est. Cost $88.15 Unrealized
MDT Medtronic PLC 0.0%
Value ($000) $232 Shares 2,875 Est. Cost $84.37 Unrealized -11.7%
AIVL Wisdomtree US Dividend Ex-Fina 0.0%
Value ($000) $231 Shares 2,524 Est. Cost $65.22 Unrealized
A Agilent Technologies Inc 0.0%
Value ($000) $225 Shares 1,630 Est. Cost $93.24 Unrealized +53.6%
BIV Vanguard Intermediate-Term .1 0.0%
Value ($000) $218 Shares 2,840 Est. Cost $87.32 Unrealized
GIS General Mls Inc 0.0%
Value ($000) $218 Shares 2,549 Est. Cost $59.12 Unrealized +21.7%
SNAP Snap Inc Cl A 0.0%
Value ($000) $211 Shares 18,865 Est. Cost $32.28 Unrealized -67.5%
XLK Technology Select Sector SPDR 0.0%
Value ($000) $210 Shares 1,392 Est. Cost $91.69 Unrealized
CAH Cardinal Health Inc 0.0%
Value ($000) $203 Shares 2,695 Est. Cost $47.12 Unrealized +51.8%
Discover Finl Svcs 0.0%
Value ($000) $199 Shares 2,018 Est. Cost $65.73 Unrealized
IWS Ishares Russell Midcap Value E 0.0%
Value ($000) $199 Shares 1,873 Est. Cost $115.36 Unrealized
XLP Consumer Staples SPDR 0.0%
Value ($000) $188 Shares 2,515 Est. Cost $66.06 Unrealized
XIFR Nextera Energy Partners LP 0.0%
Value ($000) $188 Shares 3,091 Est. Cost $71.60 Unrealized -3.9%
XLB Materials Select SPDR Fund 0.0%
Value ($000) $188 Shares 2,325 Est. Cost $68.78 Unrealized
IXUS Ishares Core Intl Stock ETF 0.0%
Value ($000) $182 Shares 2,942 Est. Cost $69.80 Unrealized
SON Sonoco Products CO 0.0%
Value ($000) $179 Shares 2,927 Est. Cost $46.37 Unrealized +13.7%
KHC Kraft Heinz CO 0.0%
Value ($000) $177 Shares 4,582 Est. Cost $27.18 Unrealized +25.8%
FTEC Fidelity Covington Trust Msci Info Tech I 0.0%
Value ($000) $177 Shares 1,552 Est. Cost $115.17 Unrealized
AUB Atlantic Union Bankshares Corp 0.0%
Value ($000) $176 Shares 5,012 Est. Cost $18.59 Unrealized +75.8%
MET Metlife Inc 0.0%
Value ($000) $173 Shares 2,984 Est. Cost $47.01 Unrealized +31.4%
FLR Fluor Corp New 0.0%
Value ($000) $170 Shares 5,500 Est. Cost $16.42 Unrealized +109.5%
HCA HCA Healthcare Inc 0.0%
Value ($000) $169 Shares 642 Est. Cost $144.83 Unrealized +71.2%
SDY SPDR S&P Dividend ETF 0.0%
Value ($000) $169 Shares 1,367 Est. Cost $118.61 Unrealized
ATO Atmos Energy Corporation 0.0%
Value ($000) $167 Shares 1,483 Est. Cost $87.96 Unrealized +20.4%
PRU Prudential Finl Inc 0.0%
Value ($000) $163 Shares 1,974 Est. Cost $92.28 Unrealized -10.4%
TT Trane Technologies PLC 0.0%
Value ($000) $156 Shares 849 Est. Cost $150.44 Unrealized +16.9%
KBE SPDR S&P Bank ETF 0.0%
Value ($000) $155 Shares 4,192 Est. Cost $40.10 Unrealized
GDX Vaneck Vectors Gold Miners ETF 0.0%
Value ($000) $154 Shares 4,770 Est. Cost $32.83 Unrealized
Landmark Media Enterprises 0.0%
Value ($000) $150 Shares 3,000 Est. Cost $50.00 Unrealized
IJT Ishares S&P Smallcap/600 Growt 0.0%
Value ($000) $146 Shares 1,325 Est. Cost $117.30 Unrealized
MCHP Microchip Technology Inc 0.0%
Value ($000) $144 Shares 1,722 Est. Cost $71.40 Unrealized +4.0%
AGG Ishares Core U.S. Aggregate 0.0%
Value ($000) $143 Shares 1,433 Est. Cost $109.56 Unrealized
AMT American Tower Corp REIT 0.0%
Value ($000) $143 Shares 698 Est. Cost $224.56 Unrealized -15.6%
Village Bank And Trust Finl Co 0.0%
Value ($000) $141 Shares 2,557 Est. Cost $51.62 Unrealized
XLI Industrial Select Sector SPDR 0.0%
Value ($000) $140 Shares 1,384 Est. Cost $90.97 Unrealized
ENB Enbridge Incorporated 0.0%
Value ($000) $139 Shares 3,645 Est. Cost $32.02 Unrealized +1.3%
NOC Northrop 0.0%
Value ($000) $138 Shares 298 Est. Cost $352.43 Unrealized +25.4%
SHV Ishares Tr Short Treasury Bond 0.0%
Value ($000) $137 Shares 1,244 Est. Cost $78.12 Unrealized
CIVI Civitas Resources Inc Com New 0.0%
Value ($000) $137 Shares 2,000 Est. Cost $38.27 Unrealized +32.5%
OKE Oneok Inc 0.0%
Value ($000) $136 Shares 2,136 Est. Cost $49.15 Unrealized +16.6%
CI The Cigna Group Com 0.0%
Value ($000) $135 Shares 527 Est. Cost $166.00 Unrealized +66.4%
XLU Utilities Select Sector SPDR 0.0%
Value ($000) $134 Shares 1,984 Est. Cost $64.24 Unrealized
ABNB Airbnb Inc Cl A 0.0%
Value ($000) $132 Shares 1,063 Est. Cost $125.20 Unrealized -8.8%
E Eni Spa Spons ADR 0.0%
Value ($000) $131 Shares 4,672 Est. Cost $34.42 Unrealized
APO Apollo Global Mgmt Inc Com 0.0%
Value ($000) $126 Shares 2,000 Est. Cost $61.02 Unrealized +4.5%
SOXX Ishares Tr Ishares Semicdtr 0.0%
Value ($000) $126 Shares 283 Est. Cost $451.10 Unrealized
HAL Halliburton CO 0.0%
Value ($000) $122 Shares 3,870 Est. Cost $30.38 Unrealized +14.1%
HRL Hormel Foods Corp 0.0%
Value ($000) $121 Shares 3,044 Est. Cost $43.07 Unrealized -9.3%
WPC Wp Carey Inc REIT 0.0%
Value ($000) $121 Shares 1,564 Est. Cost $76.97 Unrealized
STE Steris PLC ADR 0.0%
Value ($000) $121 Shares 633 Est. Cost $223.84 Unrealized -15.8%
CF Cf Industries Holdings Inc 0.0%
Value ($000) $121 Shares 1,665 Est. Cost $44.92 Unrealized +70.1%
IWV Ishares Tr Russell 3000 Etf 0.0%
Value ($000) $119 Shares 505 Est. Cost $196.03 Unrealized
WEC Wec Energy Group Inc 0.0%
Value ($000) $115 Shares 1,209 Est. Cost $80.87 Unrealized +3.3%
EIX Edison International 0.0%
Value ($000) $112 Shares 1,593 Est. Cost $50.62 Unrealized +17.0%
KMX Carmax Inc 0.0%
Value ($000) $112 Shares 1,747 Est. Cost $99.64 Unrealized -32.8%
KMI Kinder Morgan Inc 0.0%
Value ($000) $112 Shares 6,406 Est. Cost $14.35 Unrealized +6.2%
MCK McKesson Corp. Common Stock 0.0%
Value ($000) $112 Shares 315 Est. Cost $195.10 Unrealized +82.5%
DOV Dover Corp 0.0%
Value ($000) $111 Shares 728 Est. Cost $157.20 Unrealized -9.8%
GOVT Ishares U.S. Treasury Bond ETF 0.0%
Value ($000) $111 Shares 4,730 Est. Cost $22.72 Unrealized
PII Polaris Inc 0.0%
Value ($000) $110 Shares 996 Est. Cost $127.09 Unrealized -12.8%
FHLC Fidelity Covington Trust Msci Hlth Care I 0.0%
Value ($000) $107 Shares 1,744 Est. Cost $65.49 Unrealized
TFLO Ishares Tr Trs Flt Rt ETF 0.0%
Value ($000) $107 Shares 2,113 Est. Cost $50.59 Unrealized
CC Chemours Co Com 0.0%
Value ($000) $105 Shares 3,500 Est. Cost $27.14 Unrealized +8.5%
SCHW Schwab Charles Corp Com 0.0%
Value ($000) $104 Shares 1,987 Est. Cost $76.70 Unrealized -8.5%
Pruitt Corporation of Anderson 0.0%
Value ($000) $104 Shares 8 Est. Cost $8750.00 Unrealized
ABBNY ABB Ltd-Spon ADR 0.0%
Value ($000) $103 Shares 2,996 Est. Cost $33.33 Unrealized
IWB Ishares Russell 1000 ETF 0.0%
Value ($000) $100 Shares 446 Est. Cost $242.15 Unrealized
ARCC Ares Capital Corp Com 0.0%
Value ($000) $97 Shares 5,328 Est. Cost $14.52 Unrealized -1.3%
OXY Occidental Pete Corp 0.0%
Value ($000) $97 Shares 1,546 Est. Cost $54.46 Unrealized +8.6%
RPV Invesco S&P 500 Pure Value ETF 0.0%
Value ($000) $96 Shares 1,270 Est. Cost $76.04 Unrealized
NEU Newmarket Corp 0.0%
Value ($000) $96 Shares 264 Est. Cost $298.18 Unrealized +10.1%
IWN Ishares Russell 2000 Value ETF 0.0%
Value ($000) $96 Shares 701 Est. Cost $100.63 Unrealized
ED Consolidated Edison Inc Com 0.0%
Value ($000) $96 Shares 1,000 Est. Cost $60.79 Unrealized +39.5%
MCO Moodys Corp 0.0%
Value ($000) $93 Shares 305 Est. Cost $274.82 Unrealized +7.3%
EVRG Evergy Inc Com 0.0%
Value ($000) $92 Shares 1,500 Est. Cost $54.85 Unrealized -2.2%
ITOT Ishares Core S&P Total U.S. 0.0%
Value ($000) $91 Shares 1,008 Est. Cost $98.21 Unrealized
BCE Bce Inc 0.0%
Value ($000) $91 Shares 2,025 Est. Cost $37.85 Unrealized -4.7%
MBB Ishares Mbs ETF 0.0%
Value ($000) $89 Shares 940 Est. Cost $92.75 Unrealized
GPN Global Payments Inc 0.0%
Value ($000) $89 Shares 843 Est. Cost $154.11 Unrealized -31.7%
MKSI Mks Instrs Inc Com 0.0%
Value ($000) $89 Shares 1,000 Est. Cost $150.35 Unrealized -38.1%
AMD Advanced Micro Devices Inc 0.0%
Value ($000) $87 Shares 885 Est. Cost $76.19 Unrealized +6.8%
SGOL Aberdeen Standard Physical Gol 0.0%
Value ($000) $85 Shares 4,500 Est. Cost $16.89 Unrealized
VFH Vanguard Financials ETF 0.0%
Value ($000) $85 Shares 1,090 Est. Cost $79.26 Unrealized
RPG Invesco S&P 500 Pure Growth ET 0.0%
Value ($000) $85 Shares 560 Est. Cost $192.37 Unrealized
World Trade Center Gsp Inc 0.0%
Value ($000) $83 Shares 100 Est. Cost $830.00 Unrealized
CWST Casella Waste Systems Inc Cl A 0.0%
Value ($000) $83 Shares 1,000 Est. Cost $70.48 Unrealized +12.3%
PIPR Piper Sandler Companies 0.0%
Value ($000) $82 Shares 594 Est. Cost $74.62 Unrealized +91.0%
NDAQ Nasdaq Inc 0.0%
Value ($000) $82 Shares 1,500 Est. Cost $57.11 Unrealized -3.0%
Hess Corp Com 0.0%
Value ($000) $81 Shares 615 Est. Cost $49.34 Unrealized
NFLX Netflix Inc 0.0%
Value ($000) $81 Shares 235 Est. Cost $27.60 Unrealized +19.9%
VFC V F Corp 0.0%
Value ($000) $81 Shares 3,520 Est. Cost $66.87 Unrealized -60.7%
EXC Exelon Corp 0.0%
Value ($000) $80 Shares 1,906 Est. Cost $29.89 Unrealized +25.1%
ONEQ Fidelity Nasdaq Composite Inde 0.0%
Value ($000) $79 Shares 1,650 Est. Cost $52.25 Unrealized
FAST Fastenal CO 0.0%
Value ($000) $79 Shares 1,463 Est. Cost $24.23 Unrealized -1.4%
AAXJ IShares Tr Msci Ac Asia ETF 0.0%
Value ($000) $77 Shares 1,140 Est. Cost $67.87 Unrealized
SNPS Synopsys Inc Com 0.0%
Value ($000) $77 Shares 199 Est. Cost $307.89 Unrealized +16.0%
USIG Ishares Broad Usd Investment G 0.0%
Value ($000) $76 Shares 1,508 Est. Cost $49.11 Unrealized
ADM Archer Daniels Midland CO 0.0%
Value ($000) $73 Shares 919 Est. Cost $56.18 Unrealized +32.4%
XBI SPDR S&P Biotech ETF 0.0%
Value ($000) $72 Shares 951 Est. Cost $86.13 Unrealized
UNM Unum Group 0.0%
Value ($000) $72 Shares 1,828 Est. Cost $18.23 Unrealized +126.6%
NXPI NXP Semiconductors 0.0%
Value ($000) $72 Shares 386 Est. Cost $172.01 Unrealized -1.9%
FDIS Fidelity Covington Trust Msci Consm Dis 0.0%
Value ($000) $71 Shares 1,083 Est. Cost $79.41 Unrealized
JKHY Jack Henry & Associates Inc 0.0%
Value ($000) $71 Shares 469 Est. Cost $121.93 Unrealized +31.7%
MNST Monster Beverage Corp 0.0%
Value ($000) $70 Shares 1,300 Est. Cost $49.28 Unrealized +4.1%
MGV Vanguard World Fd Mega Cap Val 0.0%
Value ($000) $69 Shares 685 Est. Cost $102.85 Unrealized
MKL Markel Corp 0.0%
Value ($000) $66 Shares 52 Est. Cost $1205.61 Unrealized +10.2%
STX Seagate Technology Hldngs Pl Ord Shs 0.0%
Value ($000) $66 Shares 1,000 Est. Cost $89.80 Unrealized -35.1%
CW Curtiss Wright Corp Com 0.0%
Value ($000) $66 Shares 372 Est. Cost $93.80 Unrealized +78.9%
RSP Invesco S&P 500 Equal Weight E 0.0%
Value ($000) $65 Shares 450 Est. Cost $135.34 Unrealized
BN Brookfield Corporation Cl ADR 0.0%
Value ($000) $65 Shares 1,995 Est. Cost $22.07 Unrealized 0.0%
TTC Toro CO 0.0%
Value ($000) $65 Shares 582 Est. Cost $109.12 Unrealized +2.0%
SUB Ishares Tr Shrt Nat Mun Etf 0.0%
Value ($000) $64 Shares 614 Est. Cost $107.57 Unrealized
JP Morgan Chase Preferred Stoc 0.0%
Value ($000) $63 Shares 70,000 Est. Cost $0.94 Unrealized
MGK Vanguard World Mega Cap Fund E 0.0%
Value ($000) $62 Shares 305 Est. Cost $172.07 Unrealized
BF/B Brown Forman Corp Cl B 0.0%
Value ($000) $62 Shares 964 Est. Cost $65.15 Unrealized -6.2%
ET Energy Transfer L P Com Ut Ltd Ptn 0.0%
Value ($000) $62 Shares 4,958 Est. Cost $9.97 Unrealized
TOWN Towne Bank 0.0%
Value ($000) $62 Shares 2,316 Est. Cost $30.08 Unrealized -1.8%
VGIT Vanguard Scottsdale Fds Inter Term Treas 0.0%
Value ($000) $61 Shares 1,019 Est. Cost $70.29 Unrealized
EPD Enterprise Prods Partners L Com 0.0%
Value ($000) $61 Shares 2,347 Est. Cost $21.67 Unrealized
MTB M & T BK Corp 0.0%
Value ($000) $61 Shares 506 Est. Cost $129.13 Unrealized +1.8%
CMI Cummins Inc Com 0.0%
Value ($000) $60 Shares 250 Est. Cost $174.85 Unrealized +30.4%
XYL Xylem Inc 0.0%
Value ($000) $60 Shares 570 Est. Cost $122.16 Unrealized -17.4%
BRT Brt Apartments Corp 0.0%
Value ($000) $59 Shares 3,000 Est. Cost $19.33 Unrealized
PSK SPDR ICE Preferred Securities 0.0%
Value ($000) $57 Shares 1,689 Est. Cost $33.96 Unrealized
NTR Nutrien Ltd 0.0%
Value ($000) $57 Shares 767 Est. Cost $83.04 Unrealized -15.8%
FULT Fulton Financial Corp 0.0%
Value ($000) $55 Shares 4,000 Est. Cost $12.81 Unrealized +11.3%
CLX Clorox Co Del Com 0.0%
Value ($000) $55 Shares 346 Est. Cost $139.59 Unrealized -2.4%
HUN Huntsman Corp Com 0.0%
Value ($000) $55 Shares 2,000 Est. Cost $37.66 Unrealized -20.9%
ADI Analog Devices Inc 0.0%
Value ($000) $54 Shares 275 Est. Cost $170.53 Unrealized 0.0%
SEIC SEI Investments Company 0.0%
Value ($000) $54 Shares 930 Est. Cost $57.46 Unrealized +0.4%
MLM Martin Marietta Materials Inc 0.0%
Value ($000) $53 Shares 150 Est. Cost $355.72 Unrealized -3.1%
KEYS Keysight Technologies Inc Com 0.0%
Value ($000) $53 Shares 328 Est. Cost $98.22 Unrealized +72.8%
CRWD Crowdstrike Holdings Inc Cl A 0.0%
Value ($000) $51 Shares 369 Est. Cost $197.98 Unrealized -41.6%
LIN Linde Plc Shs 0.0%
Value ($000) $50 Shares 142 Est. Cost $322.30 Unrealized 0.0%
IWL IShares Tr Russell Top 200 ETF 0.0%
Value ($000) $49 Shares 500 Est. Cost $89.97 Unrealized
Citigroup Inc Tier 1 Preferred 0.0%
Value ($000) $48 Shares 55,000 Est. Cost $0.94 Unrealized
Endeavor Group Holdings Inc 0.0%
Value ($000) $48 Shares 2,000 Est. Cost $22.54 Unrealized
MVO Mv Oil Tr Tr Units 0.0%
Value ($000) $47 Shares 4,000 Est. Cost $2.25 Unrealized
MRSH Marsh & McClennan 0.0%
Value ($000) $46 Shares 275 Est. Cost $159.32 Unrealized 0.0%
LSTR Landstar Sys Inc Com 0.0%
Value ($000) $43 Shares 240 Est. Cost $126.67 Unrealized
Magellan Midstream Prtnrs Lp Com Unit Rp Lp 0.0%
Value ($000) $43 Shares 785 Est. Cost $34.21 Unrealized
PLD Prologis Inc Com 0.0%
Value ($000) $42 Shares 340 Est. Cost $125.13 Unrealized -10.6%
XLY Select Sector Spdr Tr Sbi Cons Discr 0.0%
Value ($000) $42 Shares 282 Est. Cost $152.73 Unrealized
WMB Williams Cos Inc 0.0%
Value ($000) $39 Shares 1,306 Est. Cost $25.09 Unrealized +8.2%
USMV Ishares Tr Msci Usa Min Vol 0.0%
Value ($000) $38 Shares 521 Est. Cost $73.63 Unrealized
WSFS WSFS Financial Corp Com 0.0%
Value ($000) $38 Shares 1,000 Est. Cost $41.15 Unrealized +11.5%
ZBH Zimmer Biomet Holdings Inc 0.0%
Value ($000) $37 Shares 290 Est. Cost $125.28 Unrealized -2.4%
GL Globe Life Inc 0.0%
Value ($000) $37 Shares 339 Est. Cost $90.15 Unrealized +27.1%
Walgreens Boots Alliance Inc 0.0%
Value ($000) $37 Shares 1,056 Est. Cost $45.45 Unrealized
LNT Alliant Corp 0.0%
Value ($000) $36 Shares 675 Est. Cost $51.28 Unrealized -5.8%
BAH Booz Allen Hamilton Holding Co 0.0%
Value ($000) $35 Shares 382 Est. Cost $89.56 Unrealized 0.0%
ALC Alcon Inc 0.0%
Value ($000) $35 Shares 488 Est. Cost $75.98 Unrealized -7.3%
VCR Vanguard Consumer Discretionar 0.0%
Value ($000) $34 Shares 136 Est. Cost $235.29 Unrealized
IWO Ishares Russell 2000 Growth ET 0.0%
Value ($000) $34 Shares 150 Est. Cost $222.59 Unrealized
CDNS Cadence Design Systems, Inc. 0.0%
Value ($000) $34 Shares 160 Est. Cost $168.58 Unrealized +12.2%
CAG Conagra Brands Inc 0.0%
Value ($000) $34 Shares 894 Est. Cost $29.94 Unrealized +6.7%
VHT Vanguard Health Care ETF 0.0%
Value ($000) $33 Shares 137 Est. Cost $206.66 Unrealized
PYPL Paypal Holdings Inc 0.0%
Value ($000) $33 Shares 430 Est. Cost $178.81 Unrealized -57.0%
AZO Autozone Inc 0.0%
Value ($000) $32 Shares 13 Est. Cost $1455.79 Unrealized +67.5%
DG Dollar Gen Corp New Com 0.0%
Value ($000) $32 Shares 150 Est. Cost $233.12 Unrealized -9.0%
EDV Vanguard World Fd Extended Dur 0.0%
Value ($000) $31 Shares 339 Est. Cost $90.54 Unrealized
SCCO Southern Copper Corp 0.0%
Value ($000) $31 Shares 400 Est. Cost $40.24 Unrealized +57.3%
IYK Ishares Tr Us Consm Staples 0.0%
Value ($000) $30 Shares 150 Est. Cost $146.67 Unrealized
EW Edwards Lifesciences Corp Com 0.0%
Value ($000) $30 Shares 360 Est. Cost $102.29 Unrealized -23.2%
FTCS First Tr Exchange-Traded Fd Ca 0.0%
Value ($000) $30 Shares 408 Est. Cost $78.43 Unrealized
AIG American International Group 0.0%
Value ($000) $30 Shares 590 Est. Cost $46.62 Unrealized +17.3%
IYW Ishares Tr U.S. Tech Etf 0.0%
Value ($000) $30 Shares 320 Est. Cost $138.28 Unrealized
FERG1GBX Ferguson PLC New ADR 0.0%
Value ($000) $30 Shares 221 Est. Cost $133.75 Unrealized
PKG Packaging Corp of America 0.0%
Value ($000) $29 Shares 210 Est. Cost $124.77 Unrealized +0.3%
Laboratory Corp America Holdin 0.0%
Value ($000) $29 Shares 125 Est. Cost $234.56 Unrealized
SLB Schlumberger Ltd 0.0%
Value ($000) $28 Shares 570 Est. Cost $35.49 Unrealized +39.2%
BKR Baker Hughes CO 0.0%
Value ($000) $28 Shares 965 Est. Cost $20.01 Unrealized +41.4%
MKC McCormick & Co Inc Com Non Vtg 0.0%
Value ($000) $27 Shares 324 Est. Cost $77.43 Unrealized -8.1%
SXT Sensient Technologies Corp 0.0%
Value ($000) $26 Shares 343 Est. Cost $87.56 Unrealized -14.9%
SWKS Skyworks Solutions, Inc. 0.0%
Value ($000) $26 Shares 221 Est. Cost $101.01 Unrealized 0.0%
CBRE Cbre Group Inc 0.0%
Value ($000) $25 Shares 350 Est. Cost $93.83 Unrealized -12.9%
OC Owens Corning 0.0%
Value ($000) $25 Shares 266 Est. Cost $84.04 Unrealized +12.6%
C Citigroup Inc 0.0%
Value ($000) $25 Shares 543 Est. Cost $59.12 Unrealized -25.1%
SWX Southwest Gas Holdings Inc 0.0%
Value ($000) $25 Shares 406 Est. Cost $69.78 Unrealized -8.7%
Liberty Media Corp Series C 0.0%
Value ($000) $25 Shares 750 Est. Cost $33.69 Unrealized
SCHA Schwab Strategic Tr Us Sml Cap Etf 0.0%
Value ($000) $25 Shares 600 Est. Cost $40.51 Unrealized
CME CME Group Inc Com 0.0%
Value ($000) $25 Shares 130 Est. Cost $184.85 Unrealized -12.4%
CUBE Cubesmart Com 0.0%
Value ($000) $25 Shares 536 Est. Cost $46.22 Unrealized
Amcor Plc Ord 0.0%
Value ($000) $25 Shares 2,175 Est. Cost $8.71 Unrealized +16.4%
AVY Avery Dennison Corp 0.0%
Value ($000) $25 Shares 138 Est. Cost $183.87 Unrealized -6.3%
SFST Southern First 0.0%
Value ($000) $25 Shares 804 Est. Cost $50.48 Unrealized -22.2%
TM Toyota Mtr Corp Sponsd ADR 0.0%
Value ($000) $23 Shares 165 Est. Cost $160.82 Unrealized
Nuveen Municipal Credit Income 0.0%
Value ($000) $23 Shares 1,942 Est. Cost $16.48 Unrealized
MRNA Moderna Inc 0.0%
Value ($000) $23 Shares 150 Est. Cost $368.80 Unrealized -55.3%
WD Walker & Dunlop Inc Com 0.0%
Value ($000) $23 Shares 300 Est. Cost $87.77 Unrealized -9.8%
IUSG Ishares Tr Core S&P Us Gwt 0.0%
Value ($000) $22 Shares 252 Est. Cost $80.59 Unrealized
ZTS Zoetis Inc 0.0%
Value ($000) $22 Shares 130 Est. Cost $184.70 Unrealized -13.9%
LEN Lennar Corp Cl A 0.0%
Value ($000) $21 Shares 200 Est. Cost $74.02 Unrealized +25.3%
SJT San Juan Basin Rty Tr Unit Ben Int 0.0%
Value ($000) $21 Shares 2,000 Est. Cost $2.50 Unrealized
Kellogg Company 0.0%
Value ($000) $21 Shares 313 Est. Cost $51.36 Unrealized +11.4%
CFFI C & F Financial Corporation 0.0%
Value ($000) $21 Shares 404 Est. Cost $45.71 Unrealized +15.9%
IYC Ishares Tr Us Consum Discre 0.0%
Value ($000) $21 Shares 320 Est. Cost $116.41 Unrealized
Pioneer Nat Res Co Com 0.0%
Value ($000) $21 Shares 101 Est. Cost $190.77 Unrealized
AKAM Akamai Technologies Inc 0.0%
Value ($000) $21 Shares 262 Est. Cost $104.21 Unrealized -22.3%
SCHM Schwab Strategic Tr Us Mid-Cap Etf 0.0%
Value ($000) $20 Shares 300 Est. Cost $65.61 Unrealized
IDRV Ishares Self-Driving Ev&tech 0.0%
Value ($000) $20 Shares 525 Est. Cost $38.36 Unrealized
WOOD Ishares Global Timber & Forest 0.0%
Value ($000) $20 Shares 275 Est. Cost $83.64 Unrealized
AOR Ishares Tr Grwt Allocat Etf 0.0%
Value ($000) $20 Shares 390 Est. Cost $46.15 Unrealized
MU Micron Technology Inc 0.0%
Value ($000) $19 Shares 316 Est. Cost $63.05 Unrealized -8.4%
REMX Vaneck Trust Rare Earth ETF 0.0%
Value ($000) $19 Shares 233 Est. Cost $76.16 Unrealized
PEG Public Service Enterprise Grou 0.0%
Value ($000) $18 Shares 296 Est. Cost $53.92 Unrealized +1.8%
EBAY Ebay Inc 0.0%
Value ($000) $18 Shares 415 Est. Cost $58.72 Unrealized -26.2%
IFF International Flavors & Fragra 0.0%
Value ($000) $18 Shares 200 Est. Cost $89.88 Unrealized +2.0%
SU Suncor Energy Inc 0.0%
Value ($000) $18 Shares 583 Est. Cost $17.92 Unrealized +62.7%
PGR Progressive Corp Ohio Com 0.0%
Value ($000) $18 Shares 125 Est. Cost $85.43 Unrealized +47.5%
Wells Fargo & Co Dep Shs Reps 0.0%
Value ($000) $18 Shares 20,000 Est. Cost $0.95 Unrealized
Marathon Oil Corp 0.0%
Value ($000) $18 Shares 735 Est. Cost $14.40 Unrealized
GSK GSK PLC ADR 0.0%
Value ($000) $18 Shares 492 Est. Cost $35.14 Unrealized
PIMCO Corporate & Income Opp 0.0%
Value ($000) $17 Shares 1,390 Est. Cost $16.26 Unrealized
KLAC KLA Corp Com New 0.0%
Value ($000) $17 Shares 43 Est. Cost $327.65 Unrealized +17.0%
VIS Vanguard Industrials ETF 0.0%
Value ($000) $17 Shares 90 Est. Cost $188.89 Unrealized
VBK Vanguard Small-Cap Growth ETF 0.0%
Value ($000) $17 Shares 79 Est. Cost $260.43 Unrealized
NHI National Health Investors Inc 0.0%
Value ($000) $17 Shares 330 Est. Cost $57.58 Unrealized
Arista Networks Inc 0.0%
Value ($000) $17 Shares 101 Est. Cost $108.91 Unrealized
WRLD World Acceptance Corp 0.0%
Value ($000) $17 Shares 200 Est. Cost $87.16 Unrealized 0.0%
BAM Brookfield Asset Management LT 0.0%
Value ($000) $16 Shares 497 Est. Cost $27.10 Unrealized +8.4%
IYJ Ishares Tr Us Industrials 0.0%
Value ($000) $16 Shares 160 Est. Cost $131.25 Unrealized
BWXT BWX Technologies Inc 0.0%
Value ($000) $16 Shares 250 Est. Cost $53.44 Unrealized +9.5%
DOX Amdocs Ltd Shs 0.0%
Value ($000) $16 Shares 162 Est. Cost $86.60 Unrealized 0.0%
RS Reliance Steel & Aluminum Co C 0.0%
Value ($000) $15 Shares 60 Est. Cost $183.74 Unrealized +28.2%
TMO Thermo Fisher Scientific Inc 0.0%
Value ($000) $15 Shares 26 Est. Cost $555.12 Unrealized +0.6%
CTSH Cognizant Technology Solutio Cl A 0.0%
Value ($000) $15 Shares 245 Est. Cost $73.83 Unrealized -19.1%
CTRA Coterra Energy Inc Com 0.0%
Value ($000) $15 Shares 602 Est. Cost $16.87 Unrealized +30.8%
Vmware Inc. 0.0%
Value ($000) $15 Shares 118 Est. Cost $118.07 Unrealized
SPMD SPDR Portfolio S&P 400 Mid Cap 0.0%
Value ($000) $15 Shares 330 Est. Cost $48.48 Unrealized
XYZ Block Inc Cl A 0.0%
Value ($000) $14 Shares 211 Est. Cost $255.87 Unrealized -70.7%
VOO Vanguard Index Fds S&P 500 Etf Shs 0.0%
Value ($000) $14 Shares 38 Est. Cost $347.46 Unrealized
SPYM SPDR Portfolio S&P 500 ETF 0.0%
Value ($000) $14 Shares 293 Est. Cost $54.61 Unrealized
IEMG Ishares Inc Core Msci Emkt 0.0%
Value ($000) $14 Shares 284 Est. Cost $57.61 Unrealized
NWSA News Corp New Cl A 0.0%
Value ($000) $14 Shares 795 Est. Cost $16.70 Unrealized +6.7%
DES Wisdomtree Tr US Smallcap Divi 0.0%
Value ($000) $14 Shares 479 Est. Cost $33.40 Unrealized
LEA Lear Corp New 0.0%
Value ($000) $14 Shares 98 Est. Cost $126.49 Unrealized +1.1%
BUD Anheuser-Busch Inbev Spons ADR 0.0%
Value ($000) $13 Shares 200 Est. Cost $56.67 Unrealized
TMUS T-Mobile US Inc Com 0.0%
Value ($000) $13 Shares 92 Est. Cost $127.22 Unrealized +10.0%
FTA First Trust Large Cap VL Alpha 0.0%
Value ($000) $13 Shares 200 Est. Cost $66.39 Unrealized
ARKK Ark Innovation ETF 0.0%
Value ($000) $13 Shares 325 Est. Cost $111.11 Unrealized
CNP Centerpoint Energy Inc 0.0%
Value ($000) $13 Shares 445 Est. Cost $21.32 Unrealized +26.9%
VOE Vanguard Mid-Cap Value ETF 0.0%
Value ($000) $13 Shares 97 Est. Cost $141.07 Unrealized
TWLO Twilio Inc Cl A 0.0%
Value ($000) $13 Shares 193 Est. Cost $111.87 Unrealized -44.9%
APH Amphenol Corp 0.0%
Value ($000) $13 Shares 157 Est. Cost $35.21 Unrealized +9.3%
SCI Service Corp International Com 0.0%
Value ($000) $13 Shares 184 Est. Cost $65.89 Unrealized +4.8%
IDU Ishares Tr U.S. Utilits Etf 0.0%
Value ($000) $13 Shares 150 Est. Cost $113.33 Unrealized
BIIB Biogen Inc Com 0.0%
Value ($000) $13 Shares 45 Est. Cost $299.75 Unrealized -7.7%
IGV Ishares Expanded Tech-Software 0.0%
Value ($000) $12 Shares 40 Est. Cost $288.95 Unrealized
BTI British American Tobacco Spons 0.0%
Value ($000) $12 Shares 337 Est. Cost $35.61 Unrealized
RGP Resources Connection Inc Com 0.0%
Value ($000) $12 Shares 687 Est. Cost $20.04 Unrealized -12.4%
LRGF Ishares Tr U S Equity Factr 0.0%
Value ($000) $12 Shares 282 Est. Cost $44.58 Unrealized
IVE Ishares S&P 500 Value ETF 0.0%
Value ($000) $12 Shares 77 Est. Cost $129.87 Unrealized
WTW Willis Towers Watson PLC 0.0%
Value ($000) $12 Shares 50 Est. Cost $209.64 Unrealized +11.0%
VTIP Vanguard Malvern Fds Strm Infproidx 0.0%
Value ($000) $11 Shares 239 Est. Cost $46.71 Unrealized
MUB Ishares Tr National Mun Etf 0.0%
Value ($000) $11 Shares 104 Est. Cost $114.18 Unrealized
DVN Devon Energy 0.0%
Value ($000) $11 Shares 220 Est. Cost $52.95 Unrealized -4.5%
DELL Dell Technologies Inc Cl C 0.0%
Value ($000) $11 Shares 270 Est. Cost $45.70 Unrealized -16.7%
Blackrock Mun Inc Trust II 0.0%
Value ($000) $11 Shares 999 Est. Cost $15.08 Unrealized
IBB Ishares Biotechnology ETF 0.0%
Value ($000) $11 Shares 82 Est. Cost $117.42 Unrealized
PFIS Peoples Financial Services Cor 0.0%
Value ($000) $10 Shares 240 Est. Cost $44.70 Unrealized -3.3%
GLW Corning Inc 0.0%
Value ($000) $10 Shares 294 Est. Cost $31.04 Unrealized +3.4%
CMG Chipotle Mexican Grill Inc 0.0%
Value ($000) $10 Shares 6 Est. Cost $30.62 Unrealized +2.6%
GM General Mtrs Co Com 0.0%
Value ($000) $10 Shares 279 Est. Cost $53.33 Unrealized -31.2%
JEF Jefferies Financial Group Inc 0.0%
Value ($000) $10 Shares 321 Est. Cost $27.19 Unrealized +21.4%
Lam Research Corp 0.0%
Value ($000) $10 Shares 19 Est. Cost $596.35 Unrealized
JCI Johnson Controls International 0.0%
Value ($000) $10 Shares 167 Est. Cost $62.06 Unrealized -2.2%
SMG Scotts Miracle-Gro Company 0.0%
Value ($000) $10 Shares 143 Est. Cost $61.50 Unrealized +2.4%
AR Antero Resources Corp Com 0.0%
Value ($000) $10 Shares 430 Est. Cost $34.55 Unrealized -23.7%
VUG Vanguard Growth ETF 0.0%
Value ($000) $10 Shares 39 Est. Cost $213.11 Unrealized
PFM Invesco Dividend Achievers ETF 0.0%
Value ($000) $9 Shares 259 Est. Cost $38.61 Unrealized
EL Estee Lauder Inc 0.0%
Value ($000) $9 Shares 38 Est. Cost $224.01 Unrealized +7.5%
Premier Inc Cl A 0.0%
Value ($000) $9 Shares 287 Est. Cost $34.84 Unrealized
Enterprise Bancorp, Inc. 0.0%
Value ($000) $9 Shares 293 Est. Cost $30.72 Unrealized
PLUG Plug Power Inc Com New 0.0%
Value ($000) $9 Shares 775 Est. Cost $51.55 Unrealized -72.3%
TSN Tyson Foods Inc Cl A 0.0%
Value ($000) $9 Shares 151 Est. Cost $55.45 Unrealized 0.0%
AVTR Avantor Inc Com 0.0%
Value ($000) $9 Shares 421 Est. Cost $39.41 Unrealized -42.2%
VAW Vanguard Materials ETF 0.0%
Value ($000) $9 Shares 50 Est. Cost $180.00 Unrealized
MGA Magna Intl Inc Com 0.0%
Value ($000) $9 Shares 165 Est. Cost $66.22 Unrealized -21.6%
WTRG Essential Utils Inc Com 0.0%
Value ($000) $9 Shares 201 Est. Cost $42.96 Unrealized +5.0%
MRVL Marvell Technology Inc Com 0.0%
Value ($000) $9 Shares 200 Est. Cost $68.19 Unrealized -38.9%
PFG Principal Financial Group Inc 0.0%
Value ($000) $8 Shares 114 Est. Cost $61.74 Unrealized +23.5%
HPE Hewlett Packard Enterprise C Com 0.0%
Value ($000) $8 Shares 530 Est. Cost $13.48 Unrealized +7.3%
QRVO Qorvo Inc Com 0.0%
Value ($000) $8 Shares 81 Est. Cost $158.98 Unrealized -36.2%
GVI Ishares Intermediate Governmen 0.0%
Value ($000) $8 Shares 76 Est. Cost $113.97 Unrealized
GLPI Gaming And Leisure Properties 0.0%
Value ($000) $8 Shares 152 Est. Cost $47.15 Unrealized
DAL Delta Air Lines Inc Del Com New 0.0%
Value ($000) $8 Shares 225 Est. Cost $35.38 Unrealized +2.0%
REG Regency Centers Corporation 0.0%
Value ($000) $8 Shares 128 Est. Cost $56.91 Unrealized -2.1%
IVW Ishares Tr S&P 500 Grwt Etf 0.0%
Value ($000) $8 Shares 120 Est. Cost $64.13 Unrealized
EMBC Embecta Corp 0.0%
Value ($000) $8 Shares 267 Est. Cost $27.00 Unrealized -6.1%
KR Kroger 0.0%
Value ($000) $8 Shares 152 Est. Cost $42.89 Unrealized 0.0%
OGE Oge Energy Corp 0.0%
Value ($000) $7 Shares 198 Est. Cost $39.74 Unrealized -5.4%
SPOK Spok Holdings Inc Com 0.0%
Value ($000) $7 Shares 730 Est. Cost $6.94 Unrealized +31.6%
ITGR Integer Holdings Corp Com 0.0%
Value ($000) $7 Shares 95 Est. Cost $65.36 Unrealized +12.1%
UGI Ugi Corp New Com 0.0%
Value ($000) $7 Shares 209 Est. Cost $39.38 Unrealized -3.7%
SPGI S&P Global Inc Com 0.0%
Value ($000) $7 Shares 21 Est. Cost $354.83 Unrealized -3.1%
BRO Brown & Brown Inc 0.0%
Value ($000) $7 Shares 125 Est. Cost $59.93 Unrealized -5.8%
PLOW Douglas Dynamics 0.0%
Value ($000) $7 Shares 225 Est. Cost $38.55 Unrealized -4.4%
FBIN Fortune Brands Innovations I Com 0.0%
Value ($000) $7 Shares 122 Est. Cost $77.48 Unrealized -24.9%
FNF Fidelity National Financial In 0.0%
Value ($000) $7 Shares 205 Est. Cost $31.35 Unrealized +7.8%
VRNS Varonis Systems Inc 0.0%
Value ($000) $7 Shares 275 Est. Cost $62.69 Unrealized -58.4%
PNR Pentair PLC 0.0%
Value ($000) $7 Shares 125 Est. Cost $70.49 Unrealized -27.1%
Syneos Health Inc Cl A 0.0%
Value ($000) $7 Shares 193 Est. Cost $103.63 Unrealized
TLH IShares Tr 10-20 Yr Trs ETF 0.0%
Value ($000) $7 Shares 60 Est. Cost $108.18 Unrealized
COIN Coinbase Global Inc Cl A 0.0%
Value ($000) $7 Shares 101 Est. Cost $105.96 Unrealized -43.5%
BND Vanguard Bd Index Fds Total Bnd Mrkt 0.0%
Value ($000) $7 Shares 91 Est. Cost $88.25 Unrealized
Fuelcell Energy Inc Com 0.0%
Value ($000) $7 Shares 2,355 Est. Cost $14.44 Unrealized
ETSY Etsy Inc 0.0%
Value ($000) $7 Shares 60 Est. Cost $102.06 Unrealized +21.5%
XLC Select Sector Spdr Tr Communication 0.0%
Value ($000) $7 Shares 115 Est. Cost $68.68 Unrealized
REGN Regeneron Pharmaceuticals Inc 0.0%
Value ($000) $7 Shares 8 Est. Cost $619.46 Unrealized +21.1%
VDC Vanguard World Fds Consum Stp Etf 0.0%
Value ($000) $6 Shares 33 Est. Cost $174.90 Unrealized
SPSM SPDR Portfolio S&P 600 Small C 0.0%
Value ($000) $6 Shares 168 Est. Cost $37.87 Unrealized
IYH Ishares Tr Us Hlthcare Etf 0.0%
Value ($000) $6 Shares 23 Est. Cost $217.39 Unrealized
GE General Electric CO 0.0%
Value ($000) $6 Shares 64 Est. Cost $56.38 Unrealized +16.9%
BLNK Blink Charging CO 0.0%
Value ($000) $6 Shares 700 Est. Cost $25.63 Unrealized -58.8%
IUSV Ishares Tr Core S&P Us Vlu 0.0%
Value ($000) $6 Shares 77 Est. Cost $65.04 Unrealized
GRMN Garmin Ltd/sh Sh ADR 0.0%
Value ($000) $6 Shares 55 Est. Cost $87.67 Unrealized +5.0%
BHF Brighthouse Finl Inc Com 0.0%
Value ($000) $5 Shares 124 Est. Cost $43.66 Unrealized +20.3%
WHR Whirlpool Corp Com 0.0%
Value ($000) $5 Shares 41 Est. Cost $159.20 Unrealized -10.5%
TSLX Sixth Street Specialty Lending 0.0%
Value ($000) $5 Shares 293 Est. Cost $21.17 Unrealized -12.4%
ERIC Ericsson Spons ADR 0.0%
Value ($000) $5 Shares 910 Est. Cost $10.99 Unrealized
CLF Cleveland-Cliffs Inc New Com 0.0%
Value ($000) $5 Shares 290 Est. Cost $19.70 Unrealized +0.5%
PEN Penumbra Inc Com 0.0%
Value ($000) $5 Shares 19 Est. Cost $210.34 Unrealized +21.4%
BABA Alibaba Group Holding Ltd Spon 0.0%
Value ($000) $5 Shares 50 Est. Cost $186.75 Unrealized
OGN Organon & CO 0.0%
Value ($000) $5 Shares 217 Est. Cost $28.30 Unrealized -17.8%
IYE Ishares Tr U.S. Energy Etf 0.0%
Value ($000) $5 Shares 115 Est. Cost $17.39 Unrealized
HLN Haleon PLC ADR 0.0%
Value ($000) $5 Shares 615 Est. Cost $8.00 Unrealized
HBAN Huntington Bancshares Inc Com 0.0%
Value ($000) $5 Shares 410 Est. Cost $11.20 Unrealized +8.6%
OHI Omega Healthcare Invs REIT 0.0%
Value ($000) $5 Shares 165 Est. Cost $30.30 Unrealized
Cyberark Software Ltd Shs 0.0%
Value ($000) $4 Shares 30 Est. Cost $166.67 Unrealized
FNK First Trust Exchange-Traded Al 0.0%
Value ($000) $4 Shares 100 Est. Cost $43.69 Unrealized
FCBC First Community Bankshares, In 0.0%
Value ($000) $4 Shares 166 Est. Cost $23.85 Unrealized +7.3%
SBRA Sabra Healthcare Reit Inc Com 0.0%
Value ($000) $4 Shares 361 Est. Cost $13.85 Unrealized
KODK Eastman Kodak CO 0.0%
Value ($000) $4 Shares 1,000 Est. Cost $7.30 Unrealized -50.5%
Chargepoint Holdings Inc 0.0%
Value ($000) $4 Shares 390 Est. Cost $9.53 Unrealized
Tyco Electronic/sh Sh ADR 0.0%
Value ($000) $4 Shares 31 Est. Cost $144.69 Unrealized
IYM Ishares Tr U.S. Bas Mtl Etf 0.0%
Value ($000) $4 Shares 30 Est. Cost $100.00 Unrealized
BIL SPDR Ser Tr Bloomberg 1-3 ETF 0.0%
Value ($000) $4 Shares 42 Est. Cost $91.81 Unrealized
CMA Comerica Inc Com 0.0%
Value ($000) $4 Shares 87 Est. Cost $67.21 Unrealized -18.4%
VDE Vanguard World Fds Energy ETF 0.0%
Value ($000) $4 Shares 33 Est. Cost $121.27 Unrealized
LKQ Lkq Corp 0.0%
Value ($000) $3 Shares 61 Est. Cost $46.18 Unrealized +12.4%
ACH Owens & Minor Inc (New) 0.0%
Value ($000) $3 Shares 225 Est. Cost $39.35 Unrealized -54.5%
LNC Lincoln Natl Corp 0.0%
Value ($000) $3 Shares 138 Est. Cost $51.70 Unrealized -52.1%
BFLY Butterfly Network Inc Cl A 0.0%
Value ($000) $3 Shares 1,563 Est. Cost $3.59 Unrealized -34.9%
SCHV Schwab Strategic Tr US Large C 0.0%
Value ($000) $3 Shares 44 Est. Cost $66.02 Unrealized
WU Western Union Company 0.0%
Value ($000) $3 Shares 246 Est. Cost $16.26 Unrealized
MPT Medical Properties Trust Inc 0.0%
Value ($000) $3 Shares 332 Est. Cost $18.43 Unrealized
SMR Nuscale Power Corporation 0.0%
Value ($000) $3 Shares 300 Est. Cost $11.07 Unrealized -9.4%
ATLC Atlanticus Holdings Corp Com 0.0%
Value ($000) $3 Shares 100 Est. Cost $35.02 Unrealized -14.1%
TPICQ TPI Composites Inc Com 0.0%
Value ($000) $3 Shares 200 Est. Cost $12.75 Unrealized -0.0%
FDT First Trust Exchange Traded Al 0.0%
Value ($000) $3 Shares 50 Est. Cost $50.70 Unrealized
NET Cloudflare Inc Cl A Com 0.0%
Value ($000) $2 Shares 40 Est. Cost $119.48 Unrealized -54.2%
CPB Campbell Soup Co 0.0%
Value ($000) $2 Shares 44 Est. Cost $47.99 Unrealized 0.0%
PPL Ppl Corporation 0.0%
Value ($000) $2 Shares 86 Est. Cost $24.89 Unrealized +2.8%
Precision Biosciences Inc 0.0%
Value ($000) $2 Shares 2,850 Est. Cost $0.75 Unrealized
FEM First Trust Exchange Traded Al 0.0%
Value ($000) $2 Shares 100 Est. Cost $21.20 Unrealized
TDOC Teladoc Health Inc 0.0%
Value ($000) $2 Shares 80 Est. Cost $145.59 Unrealized -81.6%
DKNG Draftkings Inc New Cl A 0.0%
Value ($000) $2 Shares 100 Est. Cost $13.92 Unrealized +19.5%
VRSK Verisk Analytic Cl B 0.0%
Value ($000) $2 Shares 10 Est. Cost $172.18 Unrealized +3.3%
YUMC Yum China Holdings Inc 0.0%
Value ($000) $2 Shares 30 Est. Cost $59.43 Unrealized +1.6%
AVIR Atea Pharmaceuticals Inc Com 0.0%
Value ($000) $2 Shares 565 Est. Cost $5.06 Unrealized -19.8%
CCL Carnival Corp Common Stock 0.0%
Value ($000) $2 Shares 185 Est. Cost $21.02 Unrealized -50.7%
PHO Invesco Exchange Traded Fd T Water Res Etf 0.0%
Value ($000) $2 Shares 35 Est. Cost $59.50 Unrealized
Aeva Technologies Inc 0.0%
Value ($000) $2 Shares 1,400 Est. Cost $1.36 Unrealized
Desktop Metal Inc Com Cl A 0.0%
Value ($000) $2 Shares 715 Est. Cost $11.19 Unrealized
GEHC Ge Healthcare Technologies Inc 0.0%
Value ($000) $2 Shares 20 Est. Cost $71.08 Unrealized 0.0%
Splunk Inc Com 0.0%
Value ($000) $2 Shares 17 Est. Cost $176.47 Unrealized
PSFE Paysafe Limited Shs ADR 0.0%
Value ($000) $2 Shares 91 Est. Cost $16.16 Unrealized +20.4%
VOD Vodafone Group Plc New Sponsored Adr 0.0%
Value ($000) $2 Shares 141 Est. Cost $16.32 Unrealized
NWL Newell Brands Inc Com 0.0%
Value ($000) $2 Shares 125 Est. Cost $12.43 Unrealized 0.0%
MTUM Ishares MSCI USA Momentum Fact 0.0%
Value ($000) $2 Shares 11 Est. Cost $145.94 Unrealized
Scio Diamond Technology Corp 0.0%
Value ($000) $1 Shares 115,000 Est. Cost $0.01 Unrealized
PLTR Palantir Technologies Inc Cl A 0.0%
Value ($000) $1 Shares 175 Est. Cost $24.39 Unrealized -67.9%
FIS Fidelity Natl Information Sv Com 0.0%
Value ($000) $1 Shares 23 Est. Cost $102.06 Unrealized -40.8%
TSM Taiwan Semiconductor Manufactu 0.0%
Value ($000) $1 Shares 13 Est. Cost $76.92 Unrealized
IBTE Ishares Tr IBonds 24 ETF 0.0%
Value ($000) $1 Shares 50 Est. Cost $24.02 Unrealized
Ishares Tr IBonds 25 ETF 0.0%
Value ($000) $1 Shares 51 Est. Cost $23.53 Unrealized
IShares Tr IBonds 23 ETF 0.0%
Value ($000) $1 Shares 48 Est. Cost $24.81 Unrealized
ACHR Archer Aviation Inc Cl A 0.0%
Value ($000) $1 Shares 400 Est. Cost $2.47 Unrealized +9.4%
MBC Masterbrand Inc Common Stock 0.0%
Value ($000) $1 Shares 122 Est. Cost $8.19 Unrealized +7.7%
OXY/WS Occidental Petroleum - Wts 8 0.0%
Value ($000) $1 Shares 23 Est. Cost Unrealized
SLVM Sylvamo Corp 0.0%
Value ($000) $1 Shares 17 Est. Cost $43.62 Unrealized -0.6%
Altaba Inc Escrow 0.0%
Value ($000) $1 Shares 100 Est. Cost $10.00 Unrealized
Senseonics Hldgs Inc Com 0.0%
Value ($000) $1 Shares 1,000 Est. Cost $3.00 Unrealized
WBD Warner Bros. Discovery Inc Com 0.0%
Value ($000) $1 Shares 41 Est. Cost $11.29 Unrealized +26.1%
MoneyLion Inc Cl A 0.0%
Value ($000) $1 Shares 1,000 Est. Cost $0.62 Unrealized
HLLY Holley Inc 0.0%
Value ($000) $1 Shares 200 Est. Cost $3.15 Unrealized -18.8%
AVNS Avanos Medical Inc 0.0%
Value ($000) $1 Shares 18 Est. Cost $24.45 Unrealized +18.7%
OPTU Altice USA Inc Cl A 0.0%
Value ($000) $1 Shares 150 Est. Cost $29.13 Unrealized -85.4%
ESPR Esperion Therapeutics Inc 0.0%
Value ($000) $0 Shares 314 Est. Cost $14.56 Unrealized -64.5%
CRDL Cardiol Therapeutics Inc Com C 0.0%
Value ($000) $0 Shares 1,000 Est. Cost $0.61 Unrealized -3.0%
Spruce Pwr Holding Co 0.0%
Value ($000) $0 Shares 590 Est. Cost $0.92 Unrealized
Appharvest Inc 0.0%
Value ($000) $0 Shares 715 Est. Cost $0.57 Unrealized
Sage Therapeutics Inc 0.0%
Value ($000) $0 Shares 9 Est. Cost Unrealized
FTCHQ Farfetch Ltd Ord Sh Cl A 0.0%
Value ($000) $0 Shares 70 Est. Cost $10.23 Unrealized -46.9%
FG F&G Annuities & Life 0.0%
Value ($000) $0 Shares 13 Est. Cost $18.85 Unrealized -0.9%
Canopy Growth Corp 0.0%
Value ($000) $0 Shares 100 Est. Cost $15.00 Unrealized
KD Kyndryl Hldgs Inc Common Stock 0.0%
Value ($000) $0 Shares 6 Est. Cost $18.17 Unrealized -21.9%