SouthState Corp Diversified Active

CIK: 0000764038 · Show all filings

Period: Q3 2023 (← Previous) (Next →)

Filing Date: Nov 7, 2023

Total Value ($000): $1,053,773 (100.0% shares, 0.0% debt)

Holdings (632)

MSFT Microsoft Corp 5.9%
Value ($000) $62,634 Shares 198,366 Est. Cost $39.51 Unrealized +721.5%
AAPL Apple Inc 3.8%
Value ($000) $39,929 Shares 233,215 Est. Cost $85.76 Unrealized +111.4%
BRK/B Berkshire Hathaway Inc-Cl B 3.4%
Value ($000) $36,048 Shares 102,905 Est. Cost $168.67 Unrealized +110.3%
PHYS Sprott Physical Gold Tr 2.8%
Value ($000) $29,413 Shares 2,053,975 Est. Cost $14.40 Unrealized
MA Mastercard Inc-A 2.2%
Value ($000) $23,375 Shares 59,040 Est. Cost $126.96 Unrealized +212.1%
DHR Danaher Corp 2.2%
Value ($000) $22,678 Shares 91,405 Est. Cost $49.93 Unrealized +341.0%
AVGO Broadcom Inc 2.0%
Value ($000) $21,107 Shares 25,412 Est. Cost $38.15 Unrealized +120.1%
JPM JP Morgan Chase & CO 2.0%
Value ($000) $20,893 Shares 144,071 Est. Cost $56.49 Unrealized +151.9%
ADBE Adobe Inc 1.9%
Value ($000) $20,311 Shares 39,834 Est. Cost $221.14 Unrealized +137.2%
AMZN Amazon Com Inc 1.9%
Value ($000) $20,296 Shares 159,659 Est. Cost $122.63 Unrealized +9.3%
KO Coca Cola Co 1.9%
Value ($000) $19,913 Shares 355,716 Est. Cost $37.56 Unrealized +48.4%
IVV Ishares Core S&P 500 ETF 1.9%
Value ($000) $19,621 Shares 45,690 Est. Cost $223.39 Unrealized
SHY Ishares Barclays 1-3 Year Tr E 1.8%
Value ($000) $18,839 Shares 232,661 Est. Cost $86.05 Unrealized
ELV Elevance Health INC 1.8%
Value ($000) $18,559 Shares 42,623 Est. Cost $154.81 Unrealized +182.1%
V Visa Inc 1.6%
Value ($000) $17,377 Shares 75,547 Est. Cost $95.82 Unrealized +146.5%
JNJ Johnson & Johnson 1.6%
Value ($000) $16,968 Shares 108,947 Est. Cost $91.40 Unrealized +67.7%
GOOG Alphabet Inc Cl C 1.6%
Value ($000) $16,951 Shares 128,566 Est. Cost $107.28 Unrealized +20.3%
HD Home Depot Inc 1.6%
Value ($000) $16,497 Shares 54,596 Est. Cost $87.19 Unrealized +247.5%
TJX TJX Companies 1.5%
Value ($000) $16,311 Shares 183,521 Est. Cost $40.44 Unrealized +111.0%
VEU Vanguard Ftse All-World Ex-US 1.5%
Value ($000) $15,879 Shares 306,135 Est. Cost $48.64 Unrealized
ROP Roper Technologies Inc 1.5%
Value ($000) $15,608 Shares 32,229 Est. Cost $349.45 Unrealized +38.1%
WMT Walmart Inc 1.3%
Value ($000) $14,109 Shares 88,217 Est. Cost $32.02 Unrealized +61.8%
ORCL Oracle Corp 1.3%
Value ($000) $14,000 Shares 132,173 Est. Cost $74.47 Unrealized +51.4%
COST Costco Whsl Corp New 1.3%
Value ($000) $13,831 Shares 24,482 Est. Cost $119.33 Unrealized +346.0%
CVX Chevron Corporation 1.3%
Value ($000) $13,700 Shares 81,250 Est. Cost $80.71 Unrealized +80.6%
MDLZ Mondelez International Inc 1.1%
Value ($000) $11,853 Shares 170,787 Est. Cost $32.26 Unrealized +108.3%
SONY Sony Group Corp 1.1%
Value ($000) $11,495 Shares 139,488 Est. Cost $59.51 Unrealized
CSCO Cisco Sys Inc 1.1%
Value ($000) $11,316 Shares 210,498 Est. Cost $18.74 Unrealized +168.3%
PG Procter & Gamble Company 1.1%
Value ($000) $11,169 Shares 76,575 Est. Cost $60.15 Unrealized +139.6%
NOW Servicenow Inc 1.0%
Value ($000) $10,598 Shares 18,960 Est. Cost $34.60 Unrealized +229.7%
SPY Spdr S&P 500 Etf Tr 1.0%
Value ($000) $10,490 Shares 24,540 Est. Cost $260.33 Unrealized
CB Chubb Ltd 1.0%
Value ($000) $10,209 Shares 49,038 Est. Cost $143.05 Unrealized +37.6%
ABBV Abbvie Inc 1.0%
Value ($000) $10,049 Shares 67,413 Est. Cost $85.71 Unrealized +57.9%
ROK Rockwell Automation Inc 1.0%
Value ($000) $10,039 Shares 35,116 Est. Cost $231.80 Unrealized +28.0%
ISRG Intuitive Surgical Inc 0.9%
Value ($000) $9,823 Shares 33,607 Est. Cost $284.06 Unrealized +9.9%
VCSH Vanguard Scottsdale Fds Shrt Trm Corp Bd Etf 0.9%
Value ($000) $9,819 Shares 130,653 Est. Cost $82.54 Unrealized
UNP Union Pac Corp 0.9%
Value ($000) $9,222 Shares 45,289 Est. Cost $105.33 Unrealized +95.7%
BSV Vanguard Bd Index Fds Short Trm Bond 0.9%
Value ($000) $9,179 Shares 122,108 Est. Cost $82.35 Unrealized
LHX L3 Harris Technologies Inc 0.8%
Value ($000) $8,926 Shares 51,264 Est. Cost $174.68 Unrealized +0.2%
PH Parker Hannifin Corp Com 0.8%
Value ($000) $8,812 Shares 22,623 Est. Cost $278.61 Unrealized +40.5%
PEP Pepsico Inc 0.8%
Value ($000) $8,734 Shares 51,549 Est. Cost $77.43 Unrealized +115.9%
BSX Boston Scientific Corp 0.8%
Value ($000) $8,085 Shares 153,122 Est. Cost $36.07 Unrealized +45.4%
BAC Bank Amer Corp 0.8%
Value ($000) $7,915 Shares 289,077 Est. Cost $16.79 Unrealized +65.7%
XOM Exxon Mobil Corp 0.7%
Value ($000) $7,876 Shares 66,980 Est. Cost $59.37 Unrealized +70.1%
GOOGL Alphabet Inc Cl A 0.7%
Value ($000) $7,714 Shares 58,949 Est. Cost $108.42 Unrealized +18.4%
LLY Eli Lilly & Co 0.7%
Value ($000) $7,609 Shares 14,166 Est. Cost $99.23 Unrealized +410.7%
DUK Duke Energy Corp 0.7%
Value ($000) $7,521 Shares 85,209 Est. Cost $51.86 Unrealized +61.1%
VIG Vanguard Dividend Apprec ETF 0.7%
Value ($000) $7,087 Shares 45,611 Est. Cost $92.07 Unrealized
Barrick Gold Corp 0.6%
Value ($000) $6,663 Shares 457,942 Est. Cost $20.88 Unrealized
IGSB Ishares Tr Ishs 1-5Yr Invs 0.6%
Value ($000) $6,017 Shares 120,747 Est. Cost $54.77 Unrealized
LOW Lowes Cos Inc 0.5%
Value ($000) $5,382 Shares 25,896 Est. Cost $117.82 Unrealized +82.4%
STZ Constellation Brands Inc 0.5%
Value ($000) $5,314 Shares 21,145 Est. Cost $225.56 Unrealized +10.5%
ICE Intercontinental Exchange In 0.5%
Value ($000) $5,178 Shares 47,068 Est. Cost $94.19 Unrealized +18.0%
SHEL Shell Plc 0.5%
Value ($000) $5,116 Shares 79,459 Est. Cost $57.01 Unrealized
NVO Novo Nordisk As Spons ADR 0.5%
Value ($000) $4,951 Shares 54,442 Est. Cost $79.60 Unrealized
BP Bp Plc 0.5%
Value ($000) $4,850 Shares 125,255 Est. Cost $38.03 Unrealized
HON Honeywell International Inc 0.5%
Value ($000) $4,798 Shares 25,972 Est. Cost $69.31 Unrealized +150.8%
NKE Nike Inc Class B Com 0.5%
Value ($000) $4,784 Shares 50,033 Est. Cost $70.76 Unrealized +38.8%
EMR Emerson Elec Co 0.4%
Value ($000) $4,619 Shares 47,833 Est. Cost $46.52 Unrealized +96.0%
SNA Snap On Inc 0.4%
Value ($000) $4,565 Shares 17,896 Est. Cost $196.10 Unrealized +29.4%
MSI Motorola Solutions Inc 0.4%
Value ($000) $4,382 Shares 16,095 Est. Cost $154.00 Unrealized +80.1%
VEA Vanguard Ftse Developed Market 0.4%
Value ($000) $4,354 Shares 99,582 Est. Cost $39.26 Unrealized
AZN Astrazeneca Plc 0.4%
Value ($000) $4,233 Shares 62,508 Est. Cost $41.33 Unrealized
ADP Automatic Data Processing Inc 0.4%
Value ($000) $4,152 Shares 17,260 Est. Cost $49.73 Unrealized +364.8%
META Meta Platforms, Inc. Class A 0.4%
Value ($000) $4,112 Shares 13,698 Est. Cost $207.16 Unrealized +44.4%
SouthState Corporation 0.4%
Value ($000) $4,039 Shares 59,960 Est. Cost $70.10 Unrealized
CMCSA Comcast Corp New 0.4%
Value ($000) $4,032 Shares 90,931 Est. Cost $27.03 Unrealized +53.5%
UNH Unitedhealth Group Inc 0.4%
Value ($000) $3,740 Shares 7,417 Est. Cost $292.51 Unrealized +60.7%
ACN Accenture PLC Cl A 0.4%
Value ($000) $3,702 Shares 12,055 Est. Cost $199.48 Unrealized +52.6%
MRK Merck & Co Inc 0.3%
Value ($000) $3,684 Shares 35,786 Est. Cost $47.91 Unrealized +108.4%
CRM Salesforce Inc 0.3%
Value ($000) $3,643 Shares 17,966 Est. Cost $150.15 Unrealized +42.2%
MCD McDonalds Corp 0.3%
Value ($000) $3,582 Shares 13,596 Est. Cost $124.80 Unrealized +116.0%
NEE Nextera Energy Inc 0.3%
Value ($000) $3,578 Shares 62,462 Est. Cost $58.83 Unrealized +9.5%
IBM Intl. Business Machines Corp 0.3%
Value ($000) $3,556 Shares 25,344 Est. Cost $117.16 Unrealized +12.5%
PFF Ishares Tr Pfd And Incm Sec 0.3%
Value ($000) $3,378 Shares 112,047 Est. Cost $37.80 Unrealized
VZ Verizon Communications 0.3%
Value ($000) $3,375 Shares 104,123 Est. Cost $34.63 Unrealized -16.3%
SYK Stryker Corp 0.3%
Value ($000) $3,230 Shares 11,819 Est. Cost $75.14 Unrealized +272.6%
DIS Disney Walt Co New 0.3%
Value ($000) $3,217 Shares 39,690 Est. Cost $66.19 Unrealized +26.1%
VO Vanguard Ind Fd Mid-Cap 0.3%
Value ($000) $3,198 Shares 15,359 Est. Cost $145.55 Unrealized
FISV Fiserv Inc 0.3%
Value ($000) $3,129 Shares 27,700 Est. Cost $49.72 Unrealized +147.7%
RSG Republic Services Inc 0.3%
Value ($000) $3,086 Shares 21,653 Est. Cost $31.60 Unrealized +356.6%
ULTA Ulta Beauty Inc 0.3%
Value ($000) $2,973 Shares 7,443 Est. Cost $253.68 Unrealized +72.3%
AMGN Amgen Inc 0.3%
Value ($000) $2,870 Shares 10,678 Est. Cost $100.92 Unrealized +129.8%
MOS The Mosaic Company 0.3%
Value ($000) $2,757 Shares 77,447 Est. Cost $24.59 Unrealized +45.5%
MINT Pimco Etf Tr Enhan Shrt Ma Ac 0.3%
Value ($000) $2,702 Shares 26,979 Est. Cost $101.23 Unrealized
CNC Centene Corp 0.3%
Value ($000) $2,691 Shares 39,069 Est. Cost $66.69 Unrealized -0.2%
VV Vanguard Index Fds Large Cap Etf 0.3%
Value ($000) $2,667 Shares 13,630 Est. Cost $106.02 Unrealized
PFE Pfizer Inc 0.3%
Value ($000) $2,649 Shares 79,859 Est. Cost $23.54 Unrealized +29.9%
TIP Ishares Barclays TIPS Bond ETF 0.2%
Value ($000) $2,625 Shares 25,309 Est. Cost $125.70 Unrealized
QQQ Invesco Qqq Trust Series 1 0.2%
Value ($000) $2,378 Shares 6,638 Est. Cost $190.13 Unrealized
IWR Ishares Russell Midcap ETF 0.2%
Value ($000) $2,220 Shares 32,057 Est. Cost $72.34 Unrealized
UPS United Parcel Service Inc 0.2%
Value ($000) $2,141 Shares 13,738 Est. Cost $76.90 Unrealized +97.2%
BHP Bhp Group Limited ADR 0.2%
Value ($000) $2,139 Shares 37,609 Est. Cost $56.34 Unrealized
MO Altria Group Inc 0.2%
Value ($000) $2,126 Shares 50,556 Est. Cost $29.02 Unrealized +25.5%
EOG Eog Res Inc 0.2%
Value ($000) $2,098 Shares 16,552 Est. Cost $69.08 Unrealized +69.6%
VBR Vanguard Small Cap Value ETF 0.2%
Value ($000) $2,029 Shares 12,719 Est. Cost $131.08 Unrealized
SO Southern CO 0.2%
Value ($000) $1,955 Shares 30,213 Est. Cost $38.31 Unrealized +66.5%
AFL Aflac Inc 0.2%
Value ($000) $1,880 Shares 24,499 Est. Cost $29.98 Unrealized +135.2%
BDX Becton Dickinson & Co 0.2%
Value ($000) $1,879 Shares 7,269 Est. Cost $195.89 Unrealized +31.8%
VTI Vanguard Index Fds Total Stk Mkt 0.2%
Value ($000) $1,845 Shares 8,687 Est. Cost $118.80 Unrealized
PM Philip Morris International 0.2%
Value ($000) $1,842 Shares 19,894 Est. Cost $64.41 Unrealized +33.8%
XLE Energy Select Sector SPDR 0.2%
Value ($000) $1,829 Shares 20,232 Est. Cost $56.78 Unrealized
PSLV Sprott Physical Silver Tr 0.2%
Value ($000) $1,808 Shares 238,579 Est. Cost $8.96 Unrealized
BMY Bristol Myers Squibb Co 0.2%
Value ($000) $1,807 Shares 31,138 Est. Cost $38.87 Unrealized +39.8%
CHD Church & Dwight Co Inc 0.2%
Value ($000) $1,806 Shares 19,710 Est. Cost $69.38 Unrealized +34.2%
NUE Nucor Corp 0.2%
Value ($000) $1,781 Shares 11,391 Est. Cost $39.57 Unrealized +303.1%
DIA SPDR Djia Trust 0.2%
Value ($000) $1,745 Shares 5,209 Est. Cost $178.92 Unrealized
ABT Abbott Labs 0.2%
Value ($000) $1,693 Shares 17,483 Est. Cost $87.93 Unrealized +14.2%
H Hyatt Hotels Corporation 0.2%
Value ($000) $1,671 Shares 15,749 Est. Cost $111.27 Unrealized +1.3%
GILD Gilead Sciences Inc 0.2%
Value ($000) $1,661 Shares 22,160 Est. Cost $53.04 Unrealized +33.3%
BRK/A Berkshire Hathaway Inc-Cl A 0.2%
Value ($000) $1,594 Shares 3 Est. Cost $216016.14 Unrealized +149.5%
DEO Diageo Plc 0.1%
Value ($000) $1,501 Shares 10,063 Est. Cost $117.17 Unrealized
IWF Ishares Russell 1000 Growth ET 0.1%
Value ($000) $1,457 Shares 5,479 Est. Cost $115.75 Unrealized
ROST Ross Stores Inc 0.1%
Value ($000) $1,416 Shares 12,533 Est. Cost $88.56 Unrealized +26.3%
ECL Ecolab Inc Com 0.1%
Value ($000) $1,412 Shares 8,338 Est. Cost $170.47 Unrealized +4.0%
LNG Cheniere Energy Inc 0.1%
Value ($000) $1,348 Shares 8,124 Est. Cost $161.33 Unrealized 0.0%
EFA Ishares Msci Eafe ETF 0.1%
Value ($000) $1,272 Shares 18,462 Est. Cost $67.83 Unrealized
PSX Phillips 66 0.1%
Value ($000) $1,259 Shares 10,480 Est. Cost $49.74 Unrealized +107.7%
GS Goldman Sachs Group Inc 0.1%
Value ($000) $1,214 Shares 3,752 Est. Cost $171.03 Unrealized +84.4%
VB Vanguard Index Fds Small Cp Etf 0.1%
Value ($000) $1,209 Shares 6,395 Est. Cost $144.75 Unrealized
USB US Bancorp 0.1%
Value ($000) $1,198 Shares 36,242 Est. Cost $33.13 Unrealized -1.9%
EFV Ishares Msci Eafe Value ETF 0.1%
Value ($000) $1,174 Shares 24,001 Est. Cost $46.76 Unrealized
NVS Novartis Ag 0.1%
Value ($000) $1,162 Shares 11,409 Est. Cost $84.51 Unrealized
D Dominion Energy Inc 0.1%
Value ($000) $1,159 Shares 25,946 Est. Cost $54.25 Unrealized -18.8%
CCI Crown Castle Inc 0.1%
Value ($000) $1,139 Shares 12,371 Est. Cost $101.93 Unrealized -11.3%
MS Morgan Stanley 0.1%
Value ($000) $1,134 Shares 13,890 Est. Cost $22.04 Unrealized +264.3%
TXN Texas Instrs Inc 0.1%
Value ($000) $1,117 Shares 7,023 Est. Cost $116.27 Unrealized +36.7%
FTV Fortive Corp 0.1%
Value ($000) $1,109 Shares 14,958 Est. Cost $49.09 Unrealized +16.0%
CAT Caterpillar Inc 0.1%
Value ($000) $1,033 Shares 3,784 Est. Cost $129.70 Unrealized +101.6%
VXF Vanguard Extended Market ETF 0.1%
Value ($000) $980 Shares 6,834 Est. Cost $88.70 Unrealized
CVS CVS Health Corp 0.1%
Value ($000) $957 Shares 13,709 Est. Cost $56.65 Unrealized +14.0%
RTX RTX CORPORATION 0.1%
Value ($000) $947 Shares 13,162 Est. Cost $58.01 Unrealized +40.0%
LMT Lockheed Martin Corp 0.1%
Value ($000) $943 Shares 2,305 Est. Cost $248.14 Unrealized +67.3%
HDV Ishares Core High Dividend ETF 0.1%
Value ($000) $912 Shares 9,224 Est. Cost $99.77 Unrealized
LIN Linde Plc 0.1%
Value ($000) $850 Shares 2,284 Est. Cost $350.99 Unrealized +5.1%
TFC Truist Financial Corp 0.1%
Value ($000) $847 Shares 29,618 Est. Cost $42.22 Unrealized -35.7%
ITW Illinois Tool Wks Inc 0.1%
Value ($000) $844 Shares 3,664 Est. Cost $127.92 Unrealized +79.8%
WM Waste Mgmt Inc Del 0.1%
Value ($000) $838 Shares 5,495 Est. Cost $119.13 Unrealized +31.0%
CSX CSX Corporation 0.1%
Value ($000) $834 Shares 27,136 Est. Cost $24.80 Unrealized +23.3%
LYB Lyondellbasell Industries NV 0.1%
Value ($000) $827 Shares 8,729 Est. Cost $58.39 Unrealized +38.8%
IWD Ishares Russell 1000 Value ETF 0.1%
Value ($000) $815 Shares 5,365 Est. Cost $101.77 Unrealized
CHTR Charter Communications Inc Cl 0.1%
Value ($000) $809 Shares 1,839 Est. Cost $529.42 Unrealized -21.5%
IJR Ishares Core S&P Small-Cap ETF 0.1%
Value ($000) $809 Shares 8,572 Est. Cost $96.04 Unrealized
DE Deere & Co 0.1%
Value ($000) $793 Shares 2,101 Est. Cost $155.68 Unrealized +155.6%
EA Electronic Arts Inc 0.1%
Value ($000) $790 Shares 6,560 Est. Cost $108.44 Unrealized +14.6%
NVDA Nvidia Corp 0.1%
Value ($000) $775 Shares 1,781 Est. Cost $20.11 Unrealized +122.6%
SPLV Invesco S&P 500 Low Volatility 0.1%
Value ($000) $773 Shares 13,141 Est. Cost $53.92 Unrealized
VGT Vanguard Info Tech ETF 0.1%
Value ($000) $742 Shares 1,789 Est. Cost $175.76 Unrealized
RNST Renasant Corp 0.1%
Value ($000) $733 Shares 28,000 Est. Cost $30.54 Unrealized -7.8%
DVY Ishares DJ Select Dividend ETF 0.1%
Value ($000) $700 Shares 6,501 Est. Cost $81.94 Unrealized
PPG Ppg Industries Inc 0.1%
Value ($000) $699 Shares 5,384 Est. Cost $97.14 Unrealized +36.9%
TROW Price T Rowe Group Inc 0.1%
Value ($000) $697 Shares 6,646 Est. Cost $109.74 Unrealized -8.6%
INTC Intel Corp 0.1%
Value ($000) $685 Shares 19,268 Est. Cost $20.68 Unrealized +65.4%
MMM 3M Co 0.1%
Value ($000) $645 Shares 6,885 Est. Cost $87.99 Unrealized -9.6%
XLV Select Sector Spdr Tr Sbi Healthcare 0.1%
Value ($000) $642 Shares 4,984 Est. Cost $75.98 Unrealized
MPC Marathon Petroleum Corporation 0.1%
Value ($000) $613 Shares 4,053 Est. Cost $71.03 Unrealized +86.7%
IEFA Ishares Core Msci Eafe ETF 0.1%
Value ($000) $610 Shares 9,487 Est. Cost $66.68 Unrealized
VCIT Vanguard Scottsdale Fds Int-Term Corp Etf 0.1%
Value ($000) $606 Shares 7,973 Est. Cost $92.74 Unrealized
DON Wisdomtree US Midcap Dividend 0.1%
Value ($000) $599 Shares 14,624 Est. Cost $44.53 Unrealized
XLF Select Sector Spdr Tr Financial 0.1%
Value ($000) $598 Shares 18,020 Est. Cost $31.73 Unrealized
VSS Vanguard Ftse All World X-US S 0.1%
Value ($000) $590 Shares 5,555 Est. Cost $98.52 Unrealized
ETN Eaton Corp Plc 0.1%
Value ($000) $565 Shares 2,651 Est. Cost $115.43 Unrealized +81.7%
PEY Invesco Exchange Traded Fd Hig Yld Eq Div 0.1%
Value ($000) $565 Shares 29,461 Est. Cost $18.07 Unrealized
KMB Kimberly-Clark Corp 0.1%
Value ($000) $561 Shares 4,644 Est. Cost $90.56 Unrealized +30.0%
IWP Ishares Russell Midcap Grwth E 0.1%
Value ($000) $549 Shares 6,008 Est. Cost $102.52 Unrealized
COP Conocophillips 0.1%
Value ($000) $544 Shares 4,540 Est. Cost $62.83 Unrealized +71.7%
FDX Fedex Corp 0.1%
Value ($000) $542 Shares 2,046 Est. Cost $197.84 Unrealized +24.7%
YUM Yum! Brands Inc 0.1%
Value ($000) $541 Shares 4,332 Est. Cost $66.08 Unrealized +90.0%
AMAT Applied Materials Inc 0.1%
Value ($000) $540 Shares 3,900 Est. Cost $100.86 Unrealized +39.2%
IWM Ishares Russell 2000 ETF 0.1%
Value ($000) $540 Shares 3,055 Est. Cost $192.80 Unrealized
NSC Norfolk Southern Corp 0.1%
Value ($000) $536 Shares 2,720 Est. Cost $182.27 Unrealized +12.5%
GLD Spdr Gold Tr 0.0%
Value ($000) $525 Shares 3,063 Est. Cost $171.63 Unrealized
AEP American Elec Pwr Inc 0.0%
Value ($000) $523 Shares 6,954 Est. Cost $44.95 Unrealized +65.4%
QCOM Qualcomm Inc 0.0%
Value ($000) $519 Shares 4,669 Est. Cost $97.14 Unrealized +13.3%
AWK American Water Works Co Inc 0.0%
Value ($000) $509 Shares 4,110 Est. Cost $79.87 Unrealized +66.2%
IJK Ishares S&P Midcap 400/Grwth E 0.0%
Value ($000) $508 Shares 7,036 Est. Cost $104.55 Unrealized
GPC Genuine Parts Co 0.0%
Value ($000) $504 Shares 3,492 Est. Cost $83.86 Unrealized +72.3%
GD General Dynamics Corp 0.0%
Value ($000) $494 Shares 2,236 Est. Cost $134.31 Unrealized +57.2%
TSCO Tractor Supply CO 0.0%
Value ($000) $494 Shares 2,431 Est. Cost $24.95 Unrealized +66.6%
MTB M & T BK Corp 0.0%
Value ($000) $493 Shares 3,896 Est. Cost $115.16 Unrealized +4.6%
KRG Kite Rlty Group Tr 0.0%
Value ($000) $488 Shares 22,760 Est. Cost $21.06 Unrealized
WFC Wells Fargo & CO 0.0%
Value ($000) $487 Shares 11,912 Est. Cost $34.49 Unrealized +18.0%
PAYX Paychex Inc 0.0%
Value ($000) $476 Shares 4,125 Est. Cost $78.55 Unrealized +42.8%
ES Eversource Energy 0.0%
Value ($000) $474 Shares 8,153 Est. Cost $52.38 Unrealized +13.5%
COF Capital One Financial 0.0%
Value ($000) $453 Shares 4,667 Est. Cost $71.12 Unrealized +44.9%
IJH Ishares Core S&P Mid-Cap ETF 0.0%
Value ($000) $440 Shares 1,765 Est. Cost $217.31 Unrealized
CARR Carrier Global Corp 0.0%
Value ($000) $434 Shares 7,862 Est. Cost $17.13 Unrealized +211.9%
CL Colgate Palmolive Co 0.0%
Value ($000) $429 Shares 6,039 Est. Cost $58.49 Unrealized +21.2%
PNC PNC Financial Services Group 0.0%
Value ($000) $425 Shares 3,458 Est. Cost $69.64 Unrealized +65.2%
VTV Vanguard Index Fds Value Etf 0.0%
Value ($000) $408 Shares 2,959 Est. Cost $98.07 Unrealized
ALL Allstate Corp 0.0%
Value ($000) $395 Shares 3,541 Est. Cost $59.05 Unrealized +75.4%
CTVA Corteva Inc 0.0%
Value ($000) $393 Shares 7,674 Est. Cost $25.02 Unrealized +106.0%
SHW Sherwin Williams Co 0.0%
Value ($000) $390 Shares 1,531 Est. Cost $222.85 Unrealized +17.7%
VYM Vanguard High Dvd Yield ETF 0.0%
Value ($000) $388 Shares 3,751 Est. Cost $95.57 Unrealized
FBNC First Bancorp NC Com 0.0%
Value ($000) $380 Shares 13,497 Est. Cost $37.07 Unrealized -21.9%
DOW Dow Inc 0.0%
Value ($000) $378 Shares 7,329 Est. Cost $36.71 Unrealized +26.1%
Unilever PLC 0.0%
Value ($000) $378 Shares 7,648 Est. Cost $46.83 Unrealized
Pimco Dynamic Income Fund Shs 0.0%
Value ($000) $376 Shares 21,786 Est. Cost $19.37 Unrealized
VT Vanguard Intl Equity Index F Tt Wrld St Etf 0.0%
Value ($000) $368 Shares 3,950 Est. Cost $66.37 Unrealized
IJJ Ishares S&P Midcap 400/Value E 0.0%
Value ($000) $365 Shares 3,620 Est. Cost $111.52 Unrealized
RING Ishares MSCI Global Gold Min E 0.0%
Value ($000) $362 Shares 17,508 Est. Cost $17.19 Unrealized
DLTR Dollar Tree Inc 0.0%
Value ($000) $359 Shares 3,377 Est. Cost $103.70 Unrealized +29.2%
T AT & T Inc 0.0%
Value ($000) $358 Shares 23,850 Est. Cost $12.78 Unrealized +1.3%
MUSA Murphy Usa Inc 0.0%
Value ($000) $353 Shares 1,033 Est. Cost $46.15 Unrealized +580.8%
BA Boeing Co 0.0%
Value ($000) $353 Shares 1,841 Est. Cost $151.47 Unrealized +44.4%
BX Blackstone Inc 0.0%
Value ($000) $351 Shares 3,280 Est. Cost $84.86 Unrealized +14.8%
TGT Target Corp 0.0%
Value ($000) $350 Shares 3,163 Est. Cost $84.68 Unrealized +37.4%
SBUX Starbucks Corp 0.0%
Value ($000) $330 Shares 3,612 Est. Cost $68.99 Unrealized +34.0%
SJM Jm Smucker CO/The-New 0.0%
Value ($000) $326 Shares 2,652 Est. Cost $115.33 Unrealized +12.6%
CNI Canadian National Railway CO 0.0%
Value ($000) $318 Shares 2,933 Est. Cost $85.39 Unrealized +28.0%
AYI Acuity Brands Inc 0.0%
Value ($000) $316 Shares 1,854 Est. Cost $167.38 Unrealized -3.1%
TSLA Tesla Inc 0.0%
Value ($000) $315 Shares 1,259 Est. Cost $233.89 Unrealized +9.8%
INTU Intuit 0.0%
Value ($000) $313 Shares 613 Est. Cost $223.04 Unrealized +123.6%
DD Dupont DE Nemours Inc 0.0%
Value ($000) $308 Shares 4,123 Est. Cost $27.32 Unrealized +9.4%
IP International Paper Co 0.0%
Value ($000) $306 Shares 8,637 Est. Cost $31.46 Unrealized -2.5%
TRV Travelers Companies Inc 0.0%
Value ($000) $294 Shares 1,799 Est. Cost $118.44 Unrealized +34.9%
CINF Cincinnati Financial Corp 0.0%
Value ($000) $289 Shares 2,824 Est. Cost $71.72 Unrealized +37.1%
DGRO Ishares Core Dividend Growth E 0.0%
Value ($000) $287 Shares 5,804 Est. Cost $50.56 Unrealized
SF Stifel Financial Corporation 0.0%
Value ($000) $276 Shares 4,500 Est. Cost $24.14 Unrealized +150.0%
OTIS Otis Worldwide Corp 0.0%
Value ($000) $275 Shares 3,422 Est. Cost $47.48 Unrealized +73.1%
MDY Spdr S&P Midcap 400 Etf Tr 0.0%
Value ($000) $261 Shares 571 Est. Cost $343.84 Unrealized
IJS Ishares S&P Smallcap 600/Val E 0.0%
Value ($000) $258 Shares 2,895 Est. Cost $103.50 Unrealized
BNDX Vanguard Total International 0.0%
Value ($000) $252 Shares 5,274 Est. Cost $52.92 Unrealized
RWR SPDR Dow Jones REIT ETF 0.0%
Value ($000) $247 Shares 2,975 Est. Cost $78.65 Unrealized
XEL Xcel Energy Inc 0.0%
Value ($000) $244 Shares 4,268 Est. Cost $49.42 Unrealized +11.7%
APD Air Prods & Chems Inc 0.0%
Value ($000) $240 Shares 848 Est. Cost $251.14 Unrealized +9.4%
SYY Sysco Corp 0.0%
Value ($000) $236 Shares 3,573 Est. Cost $26.75 Unrealized +150.6%
XLK Select Sector Spdr Tr Technology 0.0%
Value ($000) $227 Shares 1,384 Est. Cost $95.03 Unrealized
AIVL Wisdomtree US Dividend Ex-Fina 0.0%
Value ($000) $225 Shares 2,524 Est. Cost $65.22 Unrealized
BAX Baxter International Inc 0.0%
Value ($000) $223 Shares 5,908 Est. Cost $48.40 Unrealized -17.0%
AGG Ishares Core U.S. Aggregate ET 0.0%
Value ($000) $221 Shares 2,354 Est. Cost $104.80 Unrealized
VNQ Vanguard Real Estate ETF 0.0%
Value ($000) $214 Shares 2,824 Est. Cost $93.65 Unrealized
Blackrock Inc Class A 0.0%
Value ($000) $208 Shares 322 Est. Cost $594.39 Unrealized
PRK Park National Corp Com 0.0%
Value ($000) $208 Shares 2,200 Est. Cost $106.18 Unrealized -2.4%
BIV Vanguard Intermediate-Term .1 0.0%
Value ($000) $205 Shares 2,840 Est. Cost $87.32 Unrealized
F Ford Motor Co Del 0.0%
Value ($000) $203 Shares 16,309 Est. Cost $7.06 Unrealized +57.1%
AXP American Express CO 0.0%
Value ($000) $202 Shares 1,355 Est. Cost $64.04 Unrealized +148.1%
FLR Fluor Corp New 0.0%
Value ($000) $202 Shares 5,500 Est. Cost $16.42 Unrealized +104.0%
BSET Bassett Furniture Industries I 0.0%
Value ($000) $199 Shares 13,552 Est. Cost $19.19 Unrealized -28.6%
IWS Ishares Russell Midcap Value E 0.0%
Value ($000) $192 Shares 1,836 Est. Cost $115.36 Unrealized
MET Metlife Inc 0.0%
Value ($000) $191 Shares 3,041 Est. Cost $47.22 Unrealized +22.9%
ILMN Illumina Inc 0.0%
Value ($000) $183 Shares 1,335 Est. Cost $294.09 Unrealized -44.1%
A Agilent Technologies Inc 0.0%
Value ($000) $182 Shares 1,630 Est. Cost $93.24 Unrealized +26.4%
APO Apollo Global Mgmt Inc 0.0%
Value ($000) $180 Shares 2,000 Est. Cost $61.02 Unrealized +32.8%
PRU Prudential Finl Inc 0.0%
Value ($000) $176 Shares 1,858 Est. Cost $92.12 Unrealized -8.5%
Discover Finl Svcs 0.0%
Value ($000) $175 Shares 2,018 Est. Cost $65.73 Unrealized
XLB Select Sector Spdr Tr Sbi Materials 0.0%
Value ($000) $174 Shares 2,221 Est. Cost $68.78 Unrealized
SNAP Snap Inc 0.0%
Value ($000) $168 Shares 18,865 Est. Cost $32.28 Unrealized -67.6%
CIVI Civitas Resources Inc 0.0%
Value ($000) $162 Shares 2,000 Est. Cost $38.27 Unrealized +67.9%
ENPH Enphase Energy Inc 0.0%
Value ($000) $150 Shares 1,250 Est. Cost $179.51 Unrealized -20.6%
IXUS Ishares Core Intl Stock ETF 0.0%
Value ($000) $150 Shares 2,500 Est. Cost $69.80 Unrealized
ATO Atmos Energy Corporation 0.0%
Value ($000) $146 Shares 1,380 Est. Cost $87.96 Unrealized +25.1%
ABNB Airbnb Inc Cl A 0.0%
Value ($000) $146 Shares 1,063 Est. Cost $125.20 Unrealized +10.3%
IJT Ishares S&P Smallcap/600 Growt 0.0%
Value ($000) $145 Shares 1,325 Est. Cost $117.30 Unrealized
CI The Cigna Group 0.0%
Value ($000) $143 Shares 500 Est. Cost $166.00 Unrealized +64.3%
CF Cf Industries Holdings Inc 0.0%
Value ($000) $143 Shares 1,665 Est. Cost $44.92 Unrealized +66.2%
SDY SPDR S&P Dividend ETF 0.0%
Value ($000) $141 Shares 1,230 Est. Cost $118.61 Unrealized
KHC Kraft Heinz CO 0.0%
Value ($000) $141 Shares 4,182 Est. Cost $27.18 Unrealized +12.2%
AUB Atlantic Union Bankshares Corp 0.0%
Value ($000) $139 Shares 4,825 Est. Cost $18.59 Unrealized +44.3%
PANW Palo Alto Networks Inc 0.0%
Value ($000) $139 Shares 591 Est. Cost $91.37 Unrealized +29.5%
MCK McKesson Corp. Common Stock 0.0%
Value ($000) $137 Shares 315 Est. Cost $195.10 Unrealized +113.6%
KBE SPDR S&P Bank ETF 0.0%
Value ($000) $137 Shares 3,715 Est. Cost $39.92 Unrealized
HCA HCA Healthcare Inc 0.0%
Value ($000) $135 Shares 549 Est. Cost $144.83 Unrealized +85.3%
MCHP Microchip Technology Inc 0.0%
Value ($000) $134 Shares 1,722 Est. Cost $71.40 Unrealized +10.2%
MU Micron Technology Inc 0.0%
Value ($000) $134 Shares 1,966 Est. Cost $65.76 Unrealized +0.8%
HAL Halliburton CO 0.0%
Value ($000) $133 Shares 3,289 Est. Cost $30.38 Unrealized +21.8%
MDT Medtronic Plc 0.0%
Value ($000) $130 Shares 1,663 Est. Cost $84.37 Unrealized -7.8%
ENB Enbridge Inc 0.0%
Value ($000) $130 Shares 3,915 Est. Cost $31.79 Unrealized -4.4%
XLU Select Sector Spdr Tr Sbi Int-Utils 0.0%
Value ($000) $127 Shares 2,158 Est. Cost $64.35 Unrealized
IWV Ishares Tr Russell 3000 Etf 0.0%
Value ($000) $124 Shares 505 Est. Cost $196.03 Unrealized
SAP Sap SE ADR 0.0%
Value ($000) $123 Shares 950 Est. Cost $129.32 Unrealized
OKE Oneok Inc 0.0%
Value ($000) $122 Shares 1,921 Est. Cost $49.15 Unrealized +18.0%
XLI Select Sector Spdr Tr Indl 0.0%
Value ($000) $119 Shares 1,177 Est. Cost $94.34 Unrealized
Village Bank And Trust Finl Co 0.0%
Value ($000) $117 Shares 2,557 Est. Cost $51.62 Unrealized
NFLX Netflix Inc 0.0%
Value ($000) $112 Shares 297 Est. Cost $29.68 Unrealized +42.8%
AMD Advanced Micro Devices Inc 0.0%
Value ($000) $108 Shares 1,055 Est. Cost $80.67 Unrealized +34.6%
IWB Ishares Russell 1000 ETF 0.0%
Value ($000) $105 Shares 446 Est. Cost $242.15 Unrealized
E Eni Spa Spons ADR 0.0%
Value ($000) $105 Shares 3,274 Est. Cost $34.42 Unrealized
VWO Vanguard Ftse Emerging Markets 0.0%
Value ($000) $103 Shares 2,624 Est. Cost $42.09 Unrealized
KMX Carmax Inc 0.0%
Value ($000) $100 Shares 1,417 Est. Cost $99.64 Unrealized -17.8%
AMT American Tower Corp New 0.0%
Value ($000) $100 Shares 606 Est. Cost $224.56 Unrealized -25.3%
IWN Ishares Russell 2000 Value ETF 0.0%
Value ($000) $99 Shares 728 Est. Cost $101.92 Unrealized
CC Chemours Co 0.0%
Value ($000) $98 Shares 3,500 Est. Cost $27.14 Unrealized +15.0%
ARCC Ares Capital Corp 0.0%
Value ($000) $97 Shares 5,000 Est. Cost $14.52 Unrealized +6.6%
AMP Ameriprise Financial Inc Com 0.0%
Value ($000) $97 Shares 294 Est. Cost $330.58 Unrealized 0.0%
MCO Moodys Corp 0.0%
Value ($000) $96 Shares 305 Est. Cost $274.82 Unrealized +21.5%
SON Sonoco Products CO 0.0%
Value ($000) $96 Shares 1,770 Est. Cost $46.37 Unrealized +10.5%
XIFR Nextera Energy Partners LP 0.0%
Value ($000) $95 Shares 3,211 Est. Cost $70.81 Unrealized -28.5%
ITOT Ishares Core S&P Total U.S. Etf 0.0%
Value ($000) $95 Shares 1,008 Est. Cost $98.21 Unrealized
DOV Dover Corp 0.0%
Value ($000) $95 Shares 678 Est. Cost $157.20 Unrealized -10.7%
XLP Consumer Staples SPDR 0.0%
Value ($000) $94 Shares 1,371 Est. Cost $66.06 Unrealized
Hess Corp 0.0%
Value ($000) $94 Shares 615 Est. Cost $49.34 Unrealized
SCHZ Schwab Strategic Tr US Aggrega 0.0%
Value ($000) $93 Shares 2,092 Est. Cost $44.23 Unrealized
VOT Vanguard Mid-Cap Growth ETF 0.0%
Value ($000) $92 Shares 474 Est. Cost $226.33 Unrealized
SNPS Synopsys Inc Com 0.0%
Value ($000) $91 Shares 199 Est. Cost $307.89 Unrealized +45.3%
CAH Cardinal Health Inc 0.0%
Value ($000) $88 Shares 1,011 Est. Cost $49.86 Unrealized +73.9%
VFH Vanguard Financials ETF 0.0%
Value ($000) $88 Shares 1,090 Est. Cost $79.26 Unrealized
KMI Kinder Morgan Inc 0.0%
Value ($000) $87 Shares 5,230 Est. Cost $14.35 Unrealized +6.3%
MKSI Mks Instrs Inc 0.0%
Value ($000) $87 Shares 1,000 Est. Cost $150.35 Unrealized -36.4%
PIPR Piper Sandler Companies 0.0%
Value ($000) $86 Shares 594 Est. Cost $74.62 Unrealized +93.6%
ED Consolidated Edison Inc 0.0%
Value ($000) $86 Shares 1,000 Est. Cost $60.79 Unrealized +38.0%
GE General Electric Co 0.0%
Value ($000) $82 Shares 745 Est. Cost $78.11 Unrealized +13.5%
PLTR Palantir Technologies Inc Cl A 0.0%
Value ($000) $80 Shares 5,000 Est. Cost $16.22 Unrealized -1.8%
SGOL Aberdeen Standard Physical Gol 0.0%
Value ($000) $80 Shares 4,500 Est. Cost $16.89 Unrealized
MLM Martin Marietta Materials Inc 0.0%
Value ($000) $78 Shares 189 Est. Cost $372.30 Unrealized +17.1%
FAST Fastenal CO 0.0%
Value ($000) $77 Shares 1,403 Est. Cost $24.23 Unrealized +10.6%
MKL Markel Group INC COM 0.0%
Value ($000) $77 Shares 52 Est. Cost $1205.61 Unrealized +21.4%
CTAS Cintas Corp 0.0%
Value ($000) $76 Shares 159 Est. Cost $98.51 Unrealized +23.9%
CWST Casella Waste Systems Inc Cl A 0.0%
Value ($000) $76 Shares 1,000 Est. Cost $70.48 Unrealized +16.3%
EVRG Evergy Inc 0.0%
Value ($000) $76 Shares 1,500 Est. Cost $54.85 Unrealized -6.6%
STX Seagate Technology Hldngs Pl 0.0%
Value ($000) $74 Shares 1,125 Est. Cost $86.52 Unrealized -30.4%
VLO Valero Energy Corp 0.0%
Value ($000) $74 Shares 520 Est. Cost $66.41 Unrealized +83.9%
NDAQ Nasdaq Inc 0.0%
Value ($000) $73 Shares 1,500 Est. Cost $57.11 Unrealized -14.2%
CW Curtiss Wright Corp 0.0%
Value ($000) $73 Shares 372 Est. Cost $93.80 Unrealized +109.9%
MNST Monster Beverage Corp 0.0%
Value ($000) $71 Shares 1,342 Est. Cost $49.51 Unrealized +14.8%
JKHY Jack Henry & Associates Inc 0.0%
Value ($000) $71 Shares 469 Est. Cost $121.93 Unrealized +28.2%
MGV Vanguard World Fd Mega Cap Val 0.0%
Value ($000) $69 Shares 685 Est. Cost $102.85 Unrealized
MGK Vanguard World Mega Cap Fund E 0.0%
Value ($000) $69 Shares 305 Est. Cost $172.07 Unrealized
NOC Northrop 0.0%
Value ($000) $67 Shares 153 Est. Cost $352.43 Unrealized +19.7%
WPC Wp Carey Inc REIT 0.0%
Value ($000) $67 Shares 1,244 Est. Cost $76.97 Unrealized
RIVN Rivian Automotive Inc Com Cl A 0.0%
Value ($000) $67 Shares 2,750 Est. Cost $13.97 Unrealized +67.1%
CMI Cummins Inc 0.0%
Value ($000) $66 Shares 290 Est. Cost $182.26 Unrealized +25.4%
ET Energy Transfer L P 0.0%
Value ($000) $66 Shares 4,678 Est. Cost $9.97 Unrealized
GIS General Mls Inc 0.0%
Value ($000) $65 Shares 1,015 Est. Cost $59.12 Unrealized +9.2%
LYFT Lyft Inc 0.0%
Value ($000) $64 Shares 6,057 Est. Cost $11.14 Unrealized 0.0%
OXY Occidental Pete Corp 0.0%
Value ($000) $63 Shares 970 Est. Cost $54.46 Unrealized +10.7%
CRWD Crowdstrike Holdings Inc Cl A 0.0%
Value ($000) $62 Shares 369 Est. Cost $197.98 Unrealized -21.5%
RPV Invesco S&P 500 Pure Value ETF 0.0%
Value ($000) $61 Shares 825 Est. Cost $76.04 Unrealized
ADM Archer Daniels Midland CO 0.0%
Value ($000) $60 Shares 790 Est. Cost $56.18 Unrealized +32.8%
IAU Ishares Gold Tr New ETF 0.0%
Value ($000) $59 Shares 1,698 Est. Cost $35.05 Unrealized
VGIT Vanguard Scottsdale Fds Inter Term Treas Etf 0.0%
Value ($000) $58 Shares 1,019 Est. Cost $70.29 Unrealized
TTC Toro CO 0.0%
Value ($000) $57 Shares 691 Est. Cost $107.10 Unrealized -10.1%
RPG Invesco S&P 500 Pure Growth ET 0.0%
Value ($000) $57 Shares 1,900 Est. Cost $62.59 Unrealized
SUB Ishares Tr Shrt Nat Mun Etf 0.0%
Value ($000) $56 Shares 547 Est. Cost $107.57 Unrealized
SEIC SEI Investments Company 0.0%
Value ($000) $56 Shares 930 Est. Cost $57.46 Unrealized +3.7%
MVO Mv Oil Tr 0.0%
Value ($000) $55 Shares 4,000 Est. Cost $2.25 Unrealized
TOWN Towne Bank 0.0%
Value ($000) $53 Shares 2,316 Est. Cost $30.08 Unrealized -20.0%
XYL Xylem Inc 0.0%
Value ($000) $52 Shares 570 Est. Cost $122.16 Unrealized -17.9%
BRT Brt Apartments Corp 0.0%
Value ($000) $52 Shares 3,000 Est. Cost $19.33 Unrealized
GDX Vaneck Vectors Gold Miners ETF 0.0%
Value ($000) $52 Shares 1,924 Est. Cost $32.83 Unrealized
USMV Ishares Tr Msci USA Min Vol ET 0.0%
Value ($000) $50 Shares 691 Est. Cost $73.28 Unrealized
FULT Fulton Financial Corp 0.0%
Value ($000) $48 Shares 4,000 Est. Cost $12.81 Unrealized -7.6%
ADI Analog Devices Inc 0.0%
Value ($000) $48 Shares 275 Est. Cost $170.53 Unrealized +3.8%
BF/B Brown Forman Corp 0.0%
Value ($000) $47 Shares 808 Est. Cost $65.15 Unrealized -3.3%
CLX Clorox Co Del 0.0%
Value ($000) $45 Shares 346 Est. Cost $139.59 Unrealized +0.2%
AIG American International Group 0.0%
Value ($000) $45 Shares 737 Est. Cost $49.57 Unrealized +14.3%
BATRK Atlanta Braves Holdings Inc 0.0%
Value ($000) $45 Shares 1,250 Est. Cost $37.85 Unrealized 0.0%
XLY Select Sector Spdr Tr Sbi Cons Discr 0.0%
Value ($000) $44 Shares 276 Est. Cost $162.86 Unrealized
SLB Schlumberger Ltd 0.0%
Value ($000) $44 Shares 759 Est. Cost $37.73 Unrealized +44.2%
KEYS Keysight Technologies Inc 0.0%
Value ($000) $43 Shares 328 Est. Cost $98.22 Unrealized +50.8%
LSTR Landstar Sys Inc 0.0%
Value ($000) $42 Shares 240 Est. Cost $126.67 Unrealized
BAH Booz Allen Hamilton Holding Co 0.0%
Value ($000) $42 Shares 382 Est. Cost $89.56 Unrealized +22.3%
ALB Albemarle Corp 0.0%
Value ($000) $42 Shares 245 Est. Cost $191.29 Unrealized 0.0%
MRSH Marsh & McClennan 0.0%
Value ($000) $41 Shares 216 Est. Cost $160.14 Unrealized +15.3%
EIX Edison International 0.0%
Value ($000) $40 Shares 632 Est. Cost $50.62 Unrealized +23.3%
EPD Enterprise Prods Partners L 0.0%
Value ($000) $40 Shares 1,457 Est. Cost $21.67 Unrealized
Endeavor Group Holdings Inc 0.0%
Value ($000) $40 Shares 2,000 Est. Cost $22.54 Unrealized
FNLC First Bancorp Inc Me 0.0%
Value ($000) $38 Shares 1,600 Est. Cost $21.78 Unrealized 0.0%
CDNS Cadence Design Systems, Inc. 0.0%
Value ($000) $37 Shares 160 Est. Cost $168.58 Unrealized +38.8%
ALC Alcon Inc 0.0%
Value ($000) $37 Shares 483 Est. Cost $76.28 Unrealized +7.1%
GL Globe Life Inc 0.0%
Value ($000) $37 Shares 339 Est. Cost $90.15 Unrealized +21.5%
AKAM Akamai Technologies Inc 0.0%
Value ($000) $37 Shares 345 Est. Cost $103.09 Unrealized -3.4%
VCR Vanguard Consumer Discretionar 0.0%
Value ($000) $37 Shares 136 Est. Cost $235.29 Unrealized
WSFS WSFS Financial Corp Com 0.0%
Value ($000) $37 Shares 1,000 Est. Cost $41.15 Unrealized -3.1%
FERG1GBX Ferguson PLC New ADR 0.0%
Value ($000) $36 Shares 221 Est. Cost $133.75 Unrealized
OC Owens Corning 0.0%
Value ($000) $36 Shares 266 Est. Cost $84.04 Unrealized +63.5%
TT Trane Technologies Plc 0.0%
Value ($000) $36 Shares 177 Est. Cost $150.44 Unrealized +30.1%
SMLF iShares MSCI USA Small-Cap Mul 0.0%
Value ($000) $35 Shares 675 Est. Cost $50.80 Unrealized
BKR Baker Hughes CO 0.0%
Value ($000) $34 Shares 965 Est. Cost $20.01 Unrealized +67.6%
IWO Ishares Russell 2000 Growth ET 0.0%
Value ($000) $34 Shares 150 Est. Cost $222.59 Unrealized
IQLT Ishares MSCI Intl Quality Fact 0.0%
Value ($000) $34 Shares 1,000 Est. Cost $36.15 Unrealized
IYW Ishares Tr U.S. Tech Etf 0.0%
Value ($000) $34 Shares 320 Est. Cost $138.28 Unrealized
LNT Alliant Corp 0.0%
Value ($000) $33 Shares 675 Est. Cost $51.28 Unrealized -6.7%
PKG Packaging Corp of America 0.0%
Value ($000) $32 Shares 210 Est. Cost $124.77 Unrealized +9.6%
VHT Vanguard Health Care ETF 0.0%
Value ($000) $32 Shares 137 Est. Cost $206.66 Unrealized
Lam Research Corp 0.0%
Value ($000) $32 Shares 51 Est. Cost $619.85 Unrealized
RIO Rio Tinto Plc Sponsored ADR 0.0%
Value ($000) $32 Shares 500 Est. Cost $63.64 Unrealized
SCCO Southern Copper Corp 0.0%
Value ($000) $30 Shares 400 Est. Cost $40.24 Unrealized +73.6%
WD Walker & Dunlop Inc Com 0.0%
Value ($000) $30 Shares 400 Est. Cost $85.47 Unrealized -8.1%
TM Toyota Mtr Corp Sponsd ADR 0.0%
Value ($000) $30 Shares 165 Est. Cost $160.82 Unrealized
CTRA Coterra Energy Inc 0.0%
Value ($000) $29 Shares 1,056 Est. Cost $20.45 Unrealized +23.2%
NTR Nutrien Ltd 0.0%
Value ($000) $28 Shares 457 Est. Cost $83.04 Unrealized -29.8%
GPN Global Payments Inc 0.0%
Value ($000) $28 Shares 243 Est. Cost $154.11 Unrealized -24.7%
IYK Ishares Tr Us Consm Staples 0.0%
Value ($000) $28 Shares 150 Est. Cost $146.67 Unrealized
CBRE Cbre Group Inc 0.0%
Value ($000) $26 Shares 350 Est. Cost $93.83 Unrealized -11.6%
WRLD World Acceptance Corp 0.0%
Value ($000) $25 Shares 200 Est. Cost $87.16 Unrealized +58.4%
AVY Avery Dennison Corp 0.0%
Value ($000) $25 Shares 138 Est. Cost $183.87 Unrealized -5.8%
GM General Motors CO 0.0%
Value ($000) $25 Shares 764 Est. Cost $41.47 Unrealized -16.5%
Laboratory Corp America Holdin 0.0%
Value ($000) $25 Shares 125 Est. Cost $234.56 Unrealized
SWX Southwest Gas Holdings Inc 0.0%
Value ($000) $25 Shares 406 Est. Cost $69.78 Unrealized -8.6%
MKC McCormick & Co Inc Com Non Vtg 0.0%
Value ($000) $25 Shares 324 Est. Cost $77.43 Unrealized +1.5%
IUSG Ishares Tr Core S&P Us Gwt 0.0%
Value ($000) $24 Shares 252 Est. Cost $80.59 Unrealized
VFC V F Corp 0.0%
Value ($000) $24 Shares 1,347 Est. Cost $66.87 Unrealized -71.5%
NMFC New Mtn Fin Corp 0.0%
Value ($000) $23 Shares 1,792 Est. Cost $9.47 Unrealized 0.0%
PYPL Paypal Holdings Inc 0.0%
Value ($000) $23 Shares 392 Est. Cost $160.52 Unrealized -59.5%
MRNA Moderna Inc 0.0%
Value ($000) $23 Shares 220 Est. Cost $286.95 Unrealized -61.1%
LEN Lennar Corp Cl A 0.0%
Value ($000) $22 Shares 200 Est. Cost $74.02 Unrealized +53.3%
TMO Thermo Fisher Scientific Inc 0.0%
Value ($000) $22 Shares 43 Est. Cost $533.78 Unrealized -0.9%
SFST Southern First 0.0%
Value ($000) $22 Shares 804 Est. Cost $50.48 Unrealized -45.0%
CFFI C & F Financial Corporation 0.0%
Value ($000) $22 Shares 404 Est. Cost $45.71 Unrealized +11.5%
IYC Ishares Tr Us Consum Discre 0.0%
Value ($000) $21 Shares 320 Est. Cost $116.41 Unrealized
CUBE Cubesmart Com 0.0%
Value ($000) $20 Shares 536 Est. Cost $46.22 Unrealized
WOOD Ishares Global Timber & Forest 0.0%
Value ($000) $20 Shares 275 Est. Cost $83.64 Unrealized
SXT Sensient Technologies Corp 0.0%
Value ($000) $20 Shares 343 Est. Cost $87.56 Unrealized -28.0%
GLW Corning Inc 0.0%
Value ($000) $20 Shares 658 Est. Cost $30.86 Unrealized -0.5%
Pioneer Nat Res Co 0.0%
Value ($000) $20 Shares 86 Est. Cost $190.77 Unrealized
KLAC KLA Corp Com New 0.0%
Value ($000) $20 Shares 43 Est. Cost $327.65 Unrealized +43.3%
Vmware Inc. 0.0%
Value ($000) $20 Shares 118 Est. Cost $121.30 Unrealized
IDRV Ishares Self-Driving Ev&tech 0.0%
Value ($000) $20 Shares 525 Est. Cost $38.36 Unrealized
AOR Ishares Tr Grwt Allocat Etf 0.0%
Value ($000) $19 Shares 390 Est. Cost $46.15 Unrealized
BWXT BWX Technologies Inc 0.0%
Value ($000) $19 Shares 250 Est. Cost $53.44 Unrealized +32.4%
Arista Networks Inc 0.0%
Value ($000) $19 Shares 101 Est. Cost $108.91 Unrealized
JP Morgan Chase Preferred Stoc 0.0%
Value ($000) $18 Shares 20,000 Est. Cost $0.94 Unrealized
PIMCO Corporate & Income Opp 0.0%
Value ($000) $18 Shares 1,390 Est. Cost $16.26 Unrealized
JBL Jabil Inc 0.0%
Value ($000) $18 Shares 143 Est. Cost $108.78 Unrealized 0.0%
Citigroup Inc Tier 1 Preferred 0.0%
Value ($000) $18 Shares 20,000 Est. Cost $0.94 Unrealized
GSK GSK PLC ADR 0.0%
Value ($000) $18 Shares 492 Est. Cost $35.14 Unrealized
VIS Vanguard Industrials ETF 0.0%
Value ($000) $18 Shares 90 Est. Cost $188.89 Unrealized
PGR Progressive Corp Ohio Com 0.0%
Value ($000) $17 Shares 125 Est. Cost $85.43 Unrealized +40.9%
EVLV Evolv Technologies Hldngs Inc 0.0%
Value ($000) $17 Shares 3,571 Est. Cost $4.73 Unrealized +30.2%
IFF International Flavors & Fragra 0.0%
Value ($000) $17 Shares 250 Est. Cost $87.92 Unrealized -21.8%
TSN Tyson Foods Inc 0.0%
Value ($000) $17 Shares 329 Est. Cost $51.93 Unrealized -5.8%
CTSH Cognizant Technology Solutio 0.0%
Value ($000) $17 Shares 245 Est. Cost $73.83 Unrealized -10.1%
IYJ Ishares Tr Us Industrials 0.0%
Value ($000) $16 Shares 160 Est. Cost $131.25 Unrealized
RS Reliance Steel & Aluminum Co C 0.0%
Value ($000) $16 Shares 60 Est. Cost $183.74 Unrealized +50.9%
DINO Hf Sinclair Corp 0.0%
Value ($000) $16 Shares 275 Est. Cost $49.10 Unrealized 0.0%
JEPI J.P. Morgan Equity Premium ETF 0.0%
Value ($000) $16 Shares 290 Est. Cost $53.56 Unrealized
REMX Vaneck Trust Rare Earth ETF 0.0%
Value ($000) $15 Shares 233 Est. Cost $76.16 Unrealized
SOXX Ishares Tr Semiconductor ETF 0.0%
Value ($000) $15 Shares 32 Est. Cost $451.10 Unrealized
VOO Vanguard Index Fds S&P 500 Etf Shs 0.0%
Value ($000) $15 Shares 38 Est. Cost $347.46 Unrealized
CP Canadian Pacific Kansas City C 0.0%
Value ($000) $15 Shares 200 Est. Cost $78.01 Unrealized 0.0%
WHR Whirlpool Corp 0.0%
Value ($000) $15 Shares 109 Est. Cost $147.99 Unrealized -4.6%
WMB Williams Cos Inc 0.0%
Value ($000) $14 Shares 424 Est. Cost $25.09 Unrealized +23.0%
ENS Enersys 0.0%
Value ($000) $14 Shares 150 Est. Cost $100.17 Unrealized 0.0%
SJT San Juan Basin Rty Tr 0.0%
Value ($000) $14 Shares 2,000 Est. Cost $2.50 Unrealized
DES Wisdomtree Tr US Smallcap Divi 0.0%
Value ($000) $14 Shares 479 Est. Cost $33.40 Unrealized
OLN Olin Corp 0.0%
Value ($000) $13 Shares 269 Est. Cost $50.92 Unrealized 0.0%
APH Amphenol Corp 0.0%
Value ($000) $13 Shares 157 Est. Cost $35.21 Unrealized +19.7%
WEC Wec Energy Group Inc 0.0%
Value ($000) $13 Shares 160 Est. Cost $80.87 Unrealized -1.4%
VOE Vanguard Mid-Cap Value ETF 0.0%
Value ($000) $13 Shares 97 Est. Cost $141.07 Unrealized
MELI Mercadolibre Inc 0.0%
Value ($000) $13 Shares 10 Est. Cost $1271.76 Unrealized 0.0%
IBKR Interactive Brokers Group In 0.0%
Value ($000) $12 Shares 144 Est. Cost $21.95 Unrealized 0.0%
FMC FMC Corp 0.0%
Value ($000) $12 Shares 186 Est. Cost $77.68 Unrealized 0.0%
NTAP Netapp Inc 0.0%
Value ($000) $12 Shares 160 Est. Cost $73.48 Unrealized 0.0%
NEOG Neogen Corp Com 0.0%
Value ($000) $12 Shares 641 Est. Cost $21.78 Unrealized 0.0%
TDY Teledyne Technologies Inc Com 0.0%
Value ($000) $12 Shares 29 Est. Cost $405.80 Unrealized 0.0%
JEF Jefferies Financial Group Inc 0.0%
Value ($000) $12 Shares 321 Est. Cost $27.19 Unrealized +22.6%
M D C Hldgs Inc 0.0%
Value ($000) $12 Shares 282 Est. Cost $41.23 Unrealized
Eaton Vance Tax-Managed Divers 0.0%
Value ($000) $12 Shares 1,000 Est. Cost $11.54 Unrealized
ZTS Zoetis Inc 0.0%
Value ($000) $11 Shares 65 Est. Cost $184.70 Unrealized -4.2%
VTIP Vanguard Malvern Fds 0.0%
Value ($000) $11 Shares 239 Est. Cost $46.71 Unrealized
TWLO Twilio Inc Cl A 0.0%
Value ($000) $11 Shares 193 Est. Cost $111.87 Unrealized -44.3%
IDU Ishares Tr U.S. Utilits Etf 0.0%
Value ($000) $11 Shares 150 Est. Cost $113.33 Unrealized
WCN Waste Connections Inc Com 0.0%
Value ($000) $11 Shares 82 Est. Cost $137.83 Unrealized 0.0%
CMG Chipotle Mexican Grill Inc 0.0%
Value ($000) $11 Shares 6 Est. Cost $30.62 Unrealized +27.3%
SHAK Shake Shack Inc 0.0%
Value ($000) $11 Shares 189 Est. Cost $64.25 Unrealized +10.6%
MRVL Marvell Technology Inc 0.0%
Value ($000) $11 Shares 200 Est. Cost $68.19 Unrealized -14.2%
VMI Valmont Inds Inc Com 0.0%
Value ($000) $11 Shares 45 Est. Cost $257.07 Unrealized 0.0%
MUB Ishares Tr National Mun Etf 0.0%
Value ($000) $11 Shares 104 Est. Cost $114.18 Unrealized
DOX Amdocs Ltd Shs 0.0%
Value ($000) $11 Shares 126 Est. Cost $86.60 Unrealized -1.5%
ZBH Zimmer Biomet Holdings Inc 0.0%
Value ($000) $11 Shares 94 Est. Cost $125.28 Unrealized -0.9%
SCI Service Corp International Com 0.0%
Value ($000) $11 Shares 184 Est. Cost $65.89 Unrealized -4.1%
DVN Devon Energy 0.0%
Value ($000) $10 Shares 220 Est. Cost $52.95 Unrealized -12.9%
WTW Willis Towers Watson PLC 0.0%
Value ($000) $10 Shares 50 Est. Cost $209.64 Unrealized -1.3%
SPOK Spok Holdings Inc Com 0.0%
Value ($000) $10 Shares 730 Est. Cost $6.94 Unrealized +93.5%
PNW Pinnacle West Cap Corp 0.0%
Value ($000) $10 Shares 140 Est. Cost $71.78 Unrealized 0.0%
RGP Resources Connection Inc Com 0.0%
Value ($000) $10 Shares 687 Est. Cost $20.04 Unrealized -21.6%
CE Celanese Corp Del 0.0%
Value ($000) $10 Shares 80 Est. Cost $119.33 Unrealized 0.0%
IBB Ishares Biotechnology ETF 0.0%
Value ($000) $10 Shares 82 Est. Cost $117.42 Unrealized
DKS Dicks Sporting Goods Inc 0.0%
Value ($000) $10 Shares 92 Est. Cost $119.39 Unrealized 0.0%
SPGI S&P Global Inc 0.0%
Value ($000) $10 Shares 27 Est. Cost $361.73 Unrealized +6.7%
OZK Bank Ozk Little Rock Ark 0.0%
Value ($000) $10 Shares 260 Est. Cost $36.82 Unrealized 0.0%
TRMB Trimble Inc Cl B 0.0%
Value ($000) $10 Shares 178 Est. Cost $52.97 Unrealized 0.0%
FITB Fifth Third Bancorp 0.0%
Value ($000) $10 Shares 377 Est. Cost $24.49 Unrealized 0.0%
XYZ Block Inc Cl A 0.0%
Value ($000) $9 Shares 211 Est. Cost $255.87 Unrealized -75.8%
VUG Vanguard Index Fds Growth Etf 0.0%
Value ($000) $9 Shares 34 Est. Cost $213.11 Unrealized
C Citigroup Inc 0.0%
Value ($000) $9 Shares 222 Est. Cost $53.07 Unrealized -23.8%
Blackrock Mun Inc Trust II 0.0%
Value ($000) $9 Shares 999 Est. Cost $15.08 Unrealized
QSR Restaurant Brands Intl Inc Com 0.0%
Value ($000) $9 Shares 135 Est. Cost $71.81 Unrealized 0.0%
AVTR Avantor Inc 0.0%
Value ($000) $9 Shares 421 Est. Cost $39.41 Unrealized -46.0%
XLRE Select Sector SPDR Tr Real Est 0.0%
Value ($000) $9 Shares 258 Est. Cost $34.07 Unrealized
VAW Vanguard Materials ETF 0.0%
Value ($000) $9 Shares 50 Est. Cost $180.00 Unrealized
COHU Cohu Inc 0.0%
Value ($000) $9 Shares 250 Est. Cost $37.63 Unrealized 0.0%
GBX Greenbrier Cos Inc 0.0%
Value ($000) $9 Shares 215 Est. Cost $40.23 Unrealized 0.0%
VRNS Varonis Systems Inc 0.0%
Value ($000) $8 Shares 275 Est. Cost $62.69 Unrealized -52.9%
PPA Invesco ETF Tr Aerospace Defen 0.0%
Value ($000) $8 Shares 105 Est. Cost $79.80 Unrealized
VBK Vanguard Small-Cap Growth ETF 0.0%
Value ($000) $8 Shares 39 Est. Cost $260.43 Unrealized
DAL Delta Air Lines Inc Del 0.0%
Value ($000) $8 Shares 225 Est. Cost $35.38 Unrealized +19.6%
RCL Royal Caribbean Group 0.0%
Value ($000) $8 Shares 90 Est. Cost $98.44 Unrealized 0.0%
United States Steel Corp Com 0.0%
Value ($000) $8 Shares 250 Est. Cost $32.48 Unrealized
DLR Digital Rlty Tr Inc 0.0%
Value ($000) $8 Shares 65 Est. Cost $113.60 Unrealized 0.0%
Blackrock Science & Technolo 0.0%
Value ($000) $8 Shares 250 Est. Cost $31.41 Unrealized
SU Suncor Energy Inc 0.0%
Value ($000) $8 Shares 225 Est. Cost $26.39 Unrealized +11.7%
QRVO Qorvo Inc 0.0%
Value ($000) $8 Shares 81 Est. Cost $158.98 Unrealized -35.8%
FELE Franklin Electric Inc Com 0.0%
Value ($000) $8 Shares 86 Est. Cost $94.15 Unrealized 0.0%
FBIN Fortune Brands Innovations I 0.0%
Value ($000) $8 Shares 122 Est. Cost $77.48 Unrealized -14.9%
XLC Select Sector Spdr Tr Communication 0.0%
Value ($000) $8 Shares 115 Est. Cost $68.68 Unrealized
IMKTA Ingles Mkts Inc Cl A 0.0%
Value ($000) $8 Shares 100 Est. Cost $78.62 Unrealized 0.0%
IEX Idex Corp Com 0.0%
Value ($000) $7 Shares 36 Est. Cost $210.26 Unrealized 0.0%
Brookfield Infrastructure Corp 0.0%
Value ($000) $7 Shares 210 Est. Cost $35.34 Unrealized
CMA Comerica Inc 0.0%
Value ($000) $7 Shares 175 Est. Cost $54.52 Unrealized -23.0%
CFR Cullen Frost Bankers Inc Com 0.0%
Value ($000) $7 Shares 77 Est. Cost $93.75 Unrealized 0.0%
WTRG Essential Utils Inc 0.0%
Value ($000) $7 Shares 201 Est. Cost $42.96 Unrealized -9.8%
BIP Brookfield Infrastructure Part 0.0%
Value ($000) $7 Shares 232 Est. Cost $29.40 Unrealized
REG Regency Ctrs Corp 0.0%
Value ($000) $6 Shares 105 Est. Cost $56.91 Unrealized +0.4%
MAN Manpowergroup Inc Wis 0.0%
Value ($000) $6 Shares 85 Est. Cost $77.82 Unrealized 0.0%
IYH Ishares Tr Us Hlthcare Etf 0.0%
Value ($000) $6 Shares 23 Est. Cost $217.39 Unrealized
Premier Inc Cl A 0.0%
Value ($000) $6 Shares 287 Est. Cost $34.84 Unrealized
SNY Sanofi 0.0%
Value ($000) $6 Shares 115 Est. Cost $53.64 Unrealized
KR Kroger 0.0%
Value ($000) $6 Shares 137 Est. Cost $44.64 Unrealized 0.0%
COIN Coinbase Global Inc 0.0%
Value ($000) $6 Shares 81 Est. Cost $105.96 Unrealized -20.5%
NWL Newell Brands Inc 0.0%
Value ($000) $6 Shares 668 Est. Cost $9.61 Unrealized -6.8%
VDC Vanguard World Fds Consum Stp Etf 0.0%
Value ($000) $6 Shares 33 Est. Cost $174.90 Unrealized
PLUG Plug Power Inc 0.0%
Value ($000) $6 Shares 775 Est. Cost $51.55 Unrealized -81.0%
IUSV Ishares Tr Core S&P Us Vlu 0.0%
Value ($000) $6 Shares 77 Est. Cost $65.04 Unrealized
GT Goodyear Tire & Rubr Co 0.0%
Value ($000) $6 Shares 460 Est. Cost $13.59 Unrealized 0.0%
ARE Alexandria Real Estate Eq In 0.0%
Value ($000) $6 Shares 55 Est. Cost $101.97 Unrealized 0.0%
IYE Ishares Tr U.S. Energy Etf 0.0%
Value ($000) $5 Shares 115 Est. Cost $17.39 Unrealized
ONB Old Natl Bancorp Ind 0.0%
Value ($000) $5 Shares 375 Est. Cost $15.48 Unrealized 0.0%
BK Bank New York Mellon Corp 0.0%
Value ($000) $5 Shares 125 Est. Cost $41.82 Unrealized 0.0%
BND Vanguard Bd Index Fds Total Bnd Mrkt 0.0%
Value ($000) $5 Shares 76 Est. Cost $77.99 Unrealized
HLN Haleon PLC ADR 0.0%
Value ($000) $5 Shares 615 Est. Cost $8.00 Unrealized
BOKF Bok Financial Corp Com 0.0%
Value ($000) $5 Shares 64 Est. Cost $79.61 Unrealized 0.0%
JCI Johnson Controls International 0.0%
Value ($000) $5 Shares 96 Est. Cost $62.06 Unrealized -4.6%
SHV Ishares Tr Short Treas Bd 0.0%
Value ($000) $5 Shares 46 Est. Cost $78.12 Unrealized
NEM Newmont Corp 0.0%
Value ($000) $5 Shares 136 Est. Cost $38.34 Unrealized 0.0%
CCL Carnival Corp 0.0%
Value ($000) $5 Shares 365 Est. Cost $18.83 Unrealized -12.0%
AEM Agnico Eagle Mines Ltd Com ADR 0.0%
Value ($000) $5 Shares 110 Est. Cost $46.66 Unrealized 0.0%
UGI Ugi Corp New Com 0.0%
Value ($000) $5 Shares 209 Est. Cost $39.38 Unrealized -37.0%
TPR Tapestry Inc 0.0%
Value ($000) $5 Shares 165 Est. Cost $34.31 Unrealized 0.0%
KSS Kohls Corp 0.0%
Value ($000) $5 Shares 225 Est. Cost $25.24 Unrealized 0.0%
ERIC Ericsson Spons ADR 0.0%
Value ($000) $4 Shares 910 Est. Cost $5.91 Unrealized
BABA Alibaba Group Holding Ltd Spon 0.0%
Value ($000) $4 Shares 50 Est. Cost $186.75 Unrealized
FANG Diamondback Energy Inc 0.0%
Value ($000) $4 Shares 28 Est. Cost $120.96 Unrealized +10.9%
KODK Eastman Kodak CO 0.0%
Value ($000) $4 Shares 1,000 Est. Cost $7.30 Unrealized -33.0%
Nordstrom Inc 0.0%
Value ($000) $4 Shares 280 Est. Cost $14.94 Unrealized
GEN Gen Digital Inc 0.0%
Value ($000) $4 Shares 225 Est. Cost $18.62 Unrealized 0.0%
BHF Brighthouse Finl Inc 0.0%
Value ($000) $4 Shares 79 Est. Cost $43.66 Unrealized +13.8%
IYM Ishares Tr U.S. Bas Mtl Etf 0.0%
Value ($000) $4 Shares 30 Est. Cost $100.00 Unrealized
U Unity Software Inc Com 0.0%
Value ($000) $4 Shares 116 Est. Cost $38.51 Unrealized 0.0%
FTRE Fortrea Holdings Inc 0.0%
Value ($000) $4 Shares 125 Est. Cost $29.59 Unrealized 0.0%
CNOB Connectone Bancorp Inc 0.0%
Value ($000) $4 Shares 200 Est. Cost $17.27 Unrealized 0.0%
OGN Organon & CO 0.0%
Value ($000) $4 Shares 202 Est. Cost $28.30 Unrealized -34.5%
EWZ Ishares Inc Msci Brazil Etf 0.0%
Value ($000) $3 Shares 110 Est. Cost $30.67 Unrealized
CAVA Cava Group Inc Com 0.0%
Value ($000) $3 Shares 110 Est. Cost $43.64 Unrealized 0.0%
PGF Invesco Financial Preferred ET 0.0%
Value ($000) $3 Shares 230 Est. Cost $14.06 Unrealized
BYD Boyd Gaming Corp Com 0.0%
Value ($000) $3 Shares 50 Est. Cost $64.96 Unrealized 0.0%
ATLC Atlanticus Holdings Corp 0.0%
Value ($000) $3 Shares 100 Est. Cost $35.02 Unrealized +2.9%
EXC Exelon Corp 0.0%
Value ($000) $3 Shares 80 Est. Cost $29.89 Unrealized +24.6%
Fuelcell Energy Inc 0.0%
Value ($000) $3 Shares 2,355 Est. Cost $14.44 Unrealized
CTRE Caretrust REIT Inc Com 0.0%
Value ($000) $3 Shares 145 Est. Cost $20.50 Unrealized
DKNG Draftkings Inc New Cl A 0.0%
Value ($000) $3 Shares 100 Est. Cost $13.92 Unrealized +112.2%
PCG PG&E Corp Com 0.0%
Value ($000) $3 Shares 177 Est. Cost $16.99 Unrealized 0.0%
Mag Silver Corp Com 0.0%
Value ($000) $3 Shares 275 Est. Cost $10.37 Unrealized
FCX Freeport-McMoran Inc 0.0%
Value ($000) $3 Shares 76 Est. Cost $39.01 Unrealized 0.0%
GWW W W Grainger Inc 0.0%
Value ($000) $3 Shares 4 Est. Cost $708.54 Unrealized 0.0%
UBSI United Bankshares Inc West V 0.0%
Value ($000) $3 Shares 100 Est. Cost $30.11 Unrealized 0.0%
FTI Technipfmc PLC Com 0.0%
Value ($000) $3 Shares 129 Est. Cost $18.55 Unrealized 0.0%
EMBC Embecta Corp 0.0%
Value ($000) $3 Shares 171 Est. Cost $27.00 Unrealized -37.3%
VRSK Verisk Analytic Cl B 0.0%
Value ($000) $2 Shares 10 Est. Cost $172.18 Unrealized +34.8%
CX Cemex Sab De Cv Sponsored ADR 0.0%
Value ($000) $2 Shares 350 Est. Cost $6.50 Unrealized
GLNG Golar Lng Ltd Shs 0.0%
Value ($000) $2 Shares 90 Est. Cost $21.29 Unrealized 0.0%
BLNK Blink Charging CO 0.0%
Value ($000) $2 Shares 700 Est. Cost $25.63 Unrealized -80.4%
FE Firstenergy Corp 0.0%
Value ($000) $2 Shares 60 Est. Cost $33.70 Unrealized 0.0%
ACHR Archer Aviation Inc Cl A 0.0%
Value ($000) $2 Shares 400 Est. Cost $2.47 Unrealized +132.5%
HUM Humana Inc Com 0.0%
Value ($000) $2 Shares 4 Est. Cost $456.59 Unrealized 0.0%
BUG Global X Fds Cybersecurity ETF 0.0%
Value ($000) $2 Shares 80 Est. Cost $24.29 Unrealized
Chargepoint Holdings Inc 0.0%
Value ($000) $2 Shares 390 Est. Cost $9.53 Unrealized
UBER Uber Technologies Inc 0.0%
Value ($000) $2 Shares 42 Est. Cost $45.68 Unrealized 0.0%
PHO Invesco Exchange Traded Fd Water Res Etf 0.0%
Value ($000) $2 Shares 35 Est. Cost $59.50 Unrealized
BFLY Butterfly Network Inc Cl A 0.0%
Value ($000) $2 Shares 1,563 Est. Cost $3.59 Unrealized -46.1%
AU Anglogold Ashanti Limited Com 0.0%
Value ($000) $2 Shares 115 Est. Cost $17.52 Unrealized 0.0%
ASML Asml Holding ADR 0.0%
Value ($000) $2 Shares 3 Est. Cost $588.67 Unrealized
AVIR Atea Pharmaceuticals Inc Com 0.0%
Value ($000) $2 Shares 565 Est. Cost $5.06 Unrealized -32.7%
AG First Majestic Silver Corp Com 0.0%
Value ($000) $2 Shares 325 Est. Cost $5.90 Unrealized 0.0%
BEP Brookfield Renewable Partners 0.0%
Value ($000) $2 Shares 75 Est. Cost $21.72 Unrealized
WPM Wheaton Precious Metals Corp 0.0%
Value ($000) $2 Shares 40 Est. Cost $42.26 Unrealized 0.0%
Scio Diamond Technology Corp 0.0%
Value ($000) $1 Shares 115,000 Est. Cost $0.01 Unrealized
TDOC Teladoc Health Inc 0.0%
Value ($000) $1 Shares 80 Est. Cost $145.59 Unrealized -84.0%
MBC Masterbrand Inc 0.0%
Value ($000) $1 Shares 122 Est. Cost $8.19 Unrealized +49.7%
SMR Nuscale Power Corporation 0.0%
Value ($000) $1 Shares 300 Est. Cost $11.07 Unrealized -40.5%
EQIX Equinix Inc Com 0.0%
Value ($000) $1 Shares 2 Est. Cost $735.97 Unrealized 0.0%
Brookfield Renewable Corp ADR 0.0%
Value ($000) $1 Shares 60 Est. Cost $23.93 Unrealized
DXCM Dexcom Inc Com 0.0%
Value ($000) $1 Shares 15 Est. Cost $112.73 Unrealized 0.0%
GEHC Ge Healthcare Technologies I 0.0%
Value ($000) $1 Shares 20 Est. Cost $71.64 Unrealized +1.2%
WDAY Workday Inc 0.0%
Value ($000) $1 Shares 6 Est. Cost $231.89 Unrealized 0.0%
Aptiv PLC 0.0%
Value ($000) $1 Shares 13 Est. Cost $98.62 Unrealized
FIS Fidelity Natl Information Sv 0.0%
Value ($000) $1 Shares 23 Est. Cost $102.06 Unrealized -46.7%
SAN Banco Santander ADR 0.0%
Value ($000) $1 Shares 313 Est. Cost $3.76 Unrealized
AES AES Corp Com 0.0%
Value ($000) $1 Shares 75 Est. Cost $17.00 Unrealized 0.0%
PSFE Paysafe Limited Shs ADR 0.0%
Value ($000) $1 Shares 91 Est. Cost $16.16 Unrealized -24.7%
LUV Southwest Airlines CO 0.0%
Value ($000) $1 Shares 40 Est. Cost $30.88 Unrealized 0.0%
Aeva Technologies Inc 0.0%
Value ($000) $1 Shares 1,400 Est. Cost $1.36 Unrealized
HLLY Holley Inc 0.0%
Value ($000) $1 Shares 200 Est. Cost $3.15 Unrealized +79.9%
OXY/WS Occidental Petroleum - Wts 8 0.0%
Value ($000) $1 Shares 23 Est. Cost Unrealized
Precision Biosciences Inc 0.0%
Value ($000) $1 Shares 2,850 Est. Cost $0.75 Unrealized
Marathon Oil Corp 0.0%
Value ($000) $1 Shares 35 Est. Cost $14.40 Unrealized
CRDL Cardiol Therapeutics Inc Com C 0.0%
Value ($000) $1 Shares 1,000 Est. Cost $0.61 Unrealized +56.7%
LNC Lincoln Natl Corp 0.0%
Value ($000) $1 Shares 35 Est. Cost $51.70 Unrealized -56.1%
VTS Vitesse Energy Inc 0.0%
Value ($000) $1 Shares 37 Est. Cost $20.86 Unrealized +12.5%
TDC Teradata Corp Del Com 0.0%
Value ($000) $1 Shares 18 Est. Cost $48.94 Unrealized 0.0%
XRX Xerox Holdings Corp Com 0.0%
Value ($000) $1 Shares 50 Est. Cost $15.79 Unrealized 0.0%
SLVM Sylvamo Corp 0.0%
Value ($000) $1 Shares 17 Est. Cost $43.62 Unrealized -8.9%
PAAS Pan American Silver Corp Com 0.0%
Value ($000) $1 Shares 50 Est. Cost $15.65 Unrealized 0.0%
EL Estee Lauder Inc 0.0%
Value ($000) $1 Shares 5 Est. Cost $224.01 Unrealized -29.0%
Moneylion Inc Cl A 0.0%
Value ($000) $1 Shares 33 Est. Cost $21.64 Unrealized
Altaba Inc Escrow 0.0%
Value ($000) $1 Shares 100 Est. Cost $10.00 Unrealized
Tilray Brands Inc 0.0%
Value ($000) $1 Shares 293 Est. Cost $2.39 Unrealized
URA Global X Fds Global X Uranium 0.0%
Value ($000) $1 Shares 25 Est. Cost $27.04 Unrealized
Senseonics Hldgs Inc 0.0%
Value ($000) $1 Shares 1,000 Est. Cost $3.00 Unrealized
CAG Conagra Brands Inc 0.0%
Value ($000) $1 Shares 20 Est. Cost $29.94 Unrealized -9.6%
TPICQ TPI Composites Inc Com 0.0%
Value ($000) $1 Shares 200 Est. Cost $12.75 Unrealized -52.0%
ZOMDF Zomedica Corp Com 0.0%
Value ($000) $0 Shares 2,750 Est. Cost $0.19 Unrealized 0.0%
WBD Warner Bros. Discovery Inc Com 0.0%
Value ($000) $0 Shares 41 Est. Cost $11.29 Unrealized +10.6%
SPRUCE PWR HLDG CORP 0.0%
Value ($000) $0 Shares 590 Est. Cost $0.92 Unrealized
AAP Advance Auto Parts Inc Com 0.0%
Value ($000) $0 Shares 6 Est. Cost $63.61 Unrealized 0.0%
ESPR Esperion Therapeutics Inc 0.0%
Value ($000) $0 Shares 314 Est. Cost $14.56 Unrealized -90.1%
FTCHQ Farfetch Ltd Ord Sh Cl A 0.0%
Value ($000) $0 Shares 130 Est. Cost $7.39 Unrealized -44.8%
Canopy Growth Corp 0.0%
Value ($000) $0 Shares 291 Est. Cost $5.67 Unrealized
Sage Therapeutics Inc 0.0%
Value ($000) $0 Shares 9 Est. Cost Unrealized
TORO Toro Corp Com 0.0%
Value ($000) $0 Shares 30 Est. Cost $5.32 Unrealized 0.0%
VTRS Viatris Inc 0.0%
Value ($000) $0 Shares 16 Est. Cost $9.34 Unrealized 0.0%
Shift Technologies Inc Cl A Ne 0.0%
Value ($000) $0 Shares 91 Est. Cost $2.16 Unrealized
Bionano Genomics Inc 0.0%
Value ($000) $0 Shares 45 Est. Cost $3.02 Unrealized
Castor Maritime Inc 0.0%
Value ($000) $0 Shares 300 Est. Cost $0.43 Unrealized
KD Kyndryl Hldgs Inc 0.0%
Value ($000) $0 Shares 6 Est. Cost $18.17 Unrealized -18.4%
Zimvie Inc 0.0%
Value ($000) $0 Shares 9 Est. Cost $9.44 Unrealized
TOON Kartoon Studios Inc Com New 0.0%
Value ($000) $0 Shares 60 Est. Cost $1.78 Unrealized 0.0%
Aurora Cannabis Inc 0.0%
Value ($000) $0 Shares 50 Est. Cost $0.58 Unrealized
Cazoo Group LTD 0.0%
Value ($000) $0 Shares 50 Est. Cost $1.18 Unrealized
Qurate Retail Inc Com 0.0%
Value ($000) $0 Shares 5 Est. Cost $0.60 Unrealized
World Trade Center Gsp Inc 0.0%
Value ($000) $0 Shares 100 Est. Cost $0.01 Unrealized