Heritage Wealth Advisors Diversified Active

CIK: 0001591122 · Show all filings

Period: Q3 2019 (← Previous) (Next →)

Filing Date: Oct 30, 2019

Total Value ($000): $678,586 (100.0% shares, 0.0% debt)

Holdings (442)

IVV IShares S&P 500 Index 27.5%
Value ($000) $186,500 Shares 624,749 Est. Cost $264.20 Unrealized
RSP Invesco S&P 500 Equal Weight ETF 13.5%
Value ($000) $91,853 Shares 849,863 Est. Cost $30704.41 Unrealized
IWM Ishares Russell 2000 7.1%
Value ($000) $47,953 Shares 316,862 Est. Cost $20204.56 Unrealized
IEFA iShares Core MSCI EAFE 4.9%
Value ($000) $33,289 Shares 545,099 Est. Cost $4725.86 Unrealized
SCHP Schwab US Tips ETF 3.9%
Value ($000) $26,554 Shares 467,845 Est. Cost $1865.79 Unrealized
ITB iShares US Home Construction 3.1%
Value ($000) $20,976 Shares 484,340 Est. Cost $34788.00 Unrealized
IWS iShares Russell Midcap Value 2.7%
Value ($000) $18,036 Shares 201,074 Est. Cost $2099.95 Unrealized
MKL Markel Corp 2.6%
Value ($000) $17,818 Shares 15,076 Est. Cost $1047.47 Unrealized +8.5%
IEMG iShares Core MSCI Emerging Markets ETF 2.0%
Value ($000) $13,456 Shares 274,516 Est. Cost $51658.66 Unrealized
VIG Vanguard Dividend Appreciation 1.7%
Value ($000) $11,692 Shares 97,776 Est. Cost $97.96 Unrealized
NEAR iShares Short Maturity Bond ETF 1.3%
Value ($000) $8,681 Shares 172,457 Est. Cost $50.17 Unrealized
AAPL Apple Computer Inc 1.1%
Value ($000) $7,372 Shares 32,915 Est. Cost $32.76 Unrealized +53.3%
PEP Pepsico Incorporated 1.1%
Value ($000) $7,369 Shares 53,752 Est. Cost $82.02 Unrealized +33.3%
MSFT Microsoft Corp 1.1%
Value ($000) $7,206 Shares 51,834 Est. Cost $73.98 Unrealized +75.6%
BRK/B Berkshire Hathaway Cl B 0.8%
Value ($000) $5,474 Shares 26,316 Est. Cost $166.46 Unrealized +23.8%
PM Philip Morris Intl Inc 0.8%
Value ($000) $5,113 Shares 67,341 Est. Cost $49.18 Unrealized +15.3%
XOM Exxon Mobil Corporation 0.7%
Value ($000) $4,959 Shares 70,236 Est. Cost $55.83 Unrealized -3.7%
IJH iShares Core S&P Mid Cap ETF 0.7%
Value ($000) $4,898 Shares 25,351 Est. Cost $166.05 Unrealized
IWN Ishares Russell 2000 Value ETF 0.7%
Value ($000) $4,870 Shares 40,787 Est. Cost $13406.76 Unrealized
JNJ Johnson & Johnson 0.7%
Value ($000) $4,861 Shares 37,578 Est. Cost $96.56 Unrealized +13.9%
SPY SPDR S&P 500 Index 0.7%
Value ($000) $4,763 Shares 16,050 Est. Cost $224.71 Unrealized
WMT Wal-Mart Stores Inc 0.7%
Value ($000) $4,640 Shares 39,100 Est. Cost $24.71 Unrealized +39.5%
DIS Disney Walt Co 0.6%
Value ($000) $4,368 Shares 33,519 Est. Cost $98.06 Unrealized +36.9%
JPMorgan Alerian MLP ETN 0.6%
Value ($000) $4,259 Shares 183,030 Est. Cost $15789.16 Unrealized
MO Altria Group Inc 0.6%
Value ($000) $4,244 Shares 103,770 Est. Cost $22.25 Unrealized +24.0%
UNP Union Pacific Corp 0.5%
Value ($000) $3,527 Shares 21,779 Est. Cost $103.79 Unrealized +40.5%
United Technologies Corp 0.5%
Value ($000) $3,443 Shares 25,221 Est. Cost $23268.46 Unrealized
UDR Utd Dominion Rlty Tr Inc 0.5%
Value ($000) $3,412 Shares 70,381 Est. Cost $31.03 Unrealized +19.9%
GOOG Alphabet Inc. Class C 0.5%
Value ($000) $3,149 Shares 2,583 Est. Cost $48.11 Unrealized +22.1%
MDT Medtronic Inc 0.5%
Value ($000) $3,079 Shares 28,346 Est. Cost $77.84 Unrealized +12.5%
MA Mastercard Inc 0.5%
Value ($000) $3,063 Shares 11,282 Est. Cost $210.97 Unrealized +26.1%
USB U S Bancorp Del New 0.4%
Value ($000) $2,787 Shares 50,366 Est. Cost $38.14 Unrealized +7.8%
UNH Unitedhealth Group Inc 0.4%
Value ($000) $2,685 Shares 12,357 Est. Cost $169.07 Unrealized +28.4%
AUB Atlantic Un Bankshares Corp 0.3%
Value ($000) $2,232 Shares 59,940 Est. Cost $27.30 Unrealized +5.8%
PGR Progressive Corp Ohio 0.3%
Value ($000) $2,202 Shares 28,508 Est. Cost $64.57 Unrealized +0.1%
V Visa Inc 0.3%
Value ($000) $2,089 Shares 12,147 Est. Cost $100.59 Unrealized +69.3%
Suntrust Banks Inc 0.3%
Value ($000) $2,033 Shares 29,553 Est. Cost $47.47 Unrealized
MDLZ Mondelez Intl Inc Cl A 0.3%
Value ($000) $1,736 Shares 31,396 Est. Cost $27.30 Unrealized +71.1%
BIP Brookfield Infra Ptnrs 0.2%
Value ($000) $1,663 Shares 33,524 Est. Cost $677.98 Unrealized
D Dominion Res Inc Va New 0.2%
Value ($000) $1,605 Shares 19,811 Est. Cost $42.40 Unrealized +37.7%
MCD Mc Donalds Corp 0.2%
Value ($000) $1,567 Shares 7,298 Est. Cost $127.08 Unrealized +45.4%
CSX C S X Corp 0.2%
Value ($000) $1,566 Shares 22,611 Est. Cost $7.46 Unrealized +186.3%
EFA iShares MSCI EAFE 0.2%
Value ($000) $1,560 Shares 23,925 Est. Cost $1236.37 Unrealized
Brookfield Asset Mgmt 0.2%
Value ($000) $1,469 Shares 27,677 Est. Cost $8781.43 Unrealized
GOOGL Alphabet Inc. Class A 0.2%
Value ($000) $1,460 Shares 1,196 Est. Cost $40.68 Unrealized +44.5%
CVX Chevron Corporation 0.2%
Value ($000) $1,430 Shares 12,062 Est. Cost $78.91 Unrealized +16.0%
Magellan Midstream Ptnrs 0.2%
Value ($000) $1,426 Shares 21,525 Est. Cost $837.71 Unrealized
HD Home Depot Inc 0.2%
Value ($000) $1,412 Shares 6,088 Est. Cost $151.69 Unrealized +23.3%
IWR Ishares Russell Midcap 0.2%
Value ($000) $1,397 Shares 24,984 Est. Cost $55.31 Unrealized
KO Coca Cola Company 0.2%
Value ($000) $1,390 Shares 25,548 Est. Cost $32.64 Unrealized +34.7%
MRSH Marsh & Mc Lennan Co Inc 0.2%
Value ($000) $1,384 Shares 13,840 Est. Cost $85.31 Unrealized +6.1%
VTI Vanguard Total Stock Mkt 0.2%
Value ($000) $1,382 Shares 9,153 Est. Cost $15914.84 Unrealized
EPD Enterprise Prd Prtnrs Lp 0.2%
Value ($000) $1,329 Shares 46,502 Est. Cost $27.74 Unrealized
ITOT iShares Core S&P Total US Stock Mkt 0.2%
Value ($000) $1,316 Shares 19,621 Est. Cost $4863.89 Unrealized
META Facebook Inc Class A 0.2%
Value ($000) $1,252 Shares 7,036 Est. Cost $143.76 Unrealized +31.3%
1/100 Berkshire Htwy Cla 0.2%
Value ($000) $1,247 Shares 400 Est. Cost $798275.00 Unrealized
IWB Ishares Tr Russell 0.2%
Value ($000) $1,176 Shares 7,100 Est. Cost $6849.97 Unrealized
WMB Williams Companies 0.2%
Value ($000) $1,108 Shares 46,056 Est. Cost $19.20 Unrealized -8.2%
KMX Carmax Inc 0.2%
Value ($000) $1,074 Shares 12,213 Est. Cost $74.44 Unrealized +15.3%
JPM Jpmorgan Chase & Co 0.2%
Value ($000) $1,050 Shares 8,928 Est. Cost $69.17 Unrealized +37.5%
ET Energy Transfer Equity LP 0.2%
Value ($000) $1,049 Shares 80,272 Est. Cost $523.65 Unrealized
AGG Ishares Barclays Aggregate Bond 0.2%
Value ($000) $1,048 Shares 9,260 Est. Cost $27466.42 Unrealized
AMZN Amazon Com Inc 0.2%
Value ($000) $1,038 Shares 598 Est. Cost $56.30 Unrealized +64.7%
PAA Plains All Amern Ppln Lp 0.1%
Value ($000) $999 Shares 48,157 Est. Cost $364.41 Unrealized
MPLX MPLX LP 0.1%
Value ($000) $990 Shares 35,348 Est. Cost $1280.86 Unrealized
CSCO Cisco Systems Inc 0.1%
Value ($000) $924 Shares 18,706 Est. Cost $28.51 Unrealized +50.1%
AMGN Amgen Incorporated 0.1%
Value ($000) $913 Shares 4,723 Est. Cost $124.27 Unrealized +27.2%
PFF Ishares U S Pfd Etf 0.1%
Value ($000) $912 Shares 24,320 Est. Cost $8210.34 Unrealized
BAC Bank Of America Corp 0.1%
Value ($000) $890 Shares 30,539 Est. Cost $13.25 Unrealized +85.4%
VZ Verizon Communications 0.1%
Value ($000) $878 Shares 14,560 Est. Cost $33.37 Unrealized +21.2%
ICSH iShares Ultra Short-Term Bond ETF 0.1%
Value ($000) $852 Shares 16,916 Est. Cost $4246.33 Unrealized
DEO Diageo Plc New Adr 0.1%
Value ($000) $850 Shares 5,202 Est. Cost $8422.07 Unrealized
RJF Raymond James Finl Inc 0.1%
Value ($000) $841 Shares 10,202 Est. Cost $55.11 Unrealized -10.7%
SYY Sysco Corporation 0.1%
Value ($000) $808 Shares 10,180 Est. Cost $29.63 Unrealized +108.5%
LOW Lowes Companies Inc 0.1%
Value ($000) $778 Shares 7,076 Est. Cost $78.33 Unrealized +20.0%
PG Procter & Gamble 0.1%
Value ($000) $768 Shares 6,179 Est. Cost $72.64 Unrealized +39.0%
SCHX Schwab US Large-Cap ETF 0.1%
Value ($000) $759 Shares 10,710 Est. Cost $63324.74 Unrealized
SBUX Starbucks Corp 0.1%
Value ($000) $736 Shares 8,333 Est. Cost $56.25 Unrealized +43.4%
IWP Ishares Russell Midcap Growth 0.1%
Value ($000) $719 Shares 5,091 Est. Cost $96.35 Unrealized
ITW Illinois Tool Works Inc 0.1%
Value ($000) $704 Shares 4,502 Est. Cost $88.74 Unrealized +46.7%
MRK Merck & Co Inc 0.1%
Value ($000) $651 Shares 7,739 Est. Cost $44.21 Unrealized +48.1%
VXUS Vanguard Total International Stock ETF 0.1%
Value ($000) $644 Shares 12,483 Est. Cost $56.78 Unrealized
IBM Intl Business Machines 0.1%
Value ($000) $638 Shares 4,394 Est. Cost $104.10 Unrealized -1.6%
APD Air Prod & Chemicals Inc 0.1%
Value ($000) $632 Shares 2,850 Est. Cost $84.78 Unrealized +127.1%
VNQ Vanguard Reit 0.1%
Value ($000) $625 Shares 6,709 Est. Cost $93.16 Unrealized
Tri Continental Corp 0.1%
Value ($000) $619 Shares 22,735 Est. Cost $19.97 Unrealized
INTC Intel Corp 0.1%
Value ($000) $602 Shares 11,698 Est. Cost $35.38 Unrealized +21.6%
CMCSA Comcast Corp New Cl A 0.1%
Value ($000) $592 Shares 13,151 Est. Cost $33.94 Unrealized +10.5%
XLV Sector Spdr Health Fund 0.1%
Value ($000) $568 Shares 6,313 Est. Cost $86.48 Unrealized
NSC Norfolk Southern Corp 0.1%
Value ($000) $543 Shares 3,025 Est. Cost $107.13 Unrealized +50.8%
ABT Abbott Laboratories 0.1%
Value ($000) $540 Shares 6,459 Est. Cost $54.16 Unrealized +40.5%
DUK Duke Energy New 0.1%
Value ($000) $522 Shares 5,455 Est. Cost $56.31 Unrealized +25.3%
TE Connectivity Ltd 0.1%
Value ($000) $520 Shares 5,581 Est. Cost $75.87 Unrealized
BIIB Biogen Idec Inc 0.1%
Value ($000) $519 Shares 2,230 Est. Cost $259.34 Unrealized -10.2%
Bb&T Corporation 0.1%
Value ($000) $517 Shares 9,692 Est. Cost $2427.28 Unrealized
HON Honeywell International 0.1%
Value ($000) $503 Shares 2,974 Est. Cost $87.16 Unrealized +59.8%
EMR Emerson Electric Co 0.1%
Value ($000) $503 Shares 7,530 Est. Cost $49.44 Unrealized +9.9%
GVI iShares Interm Government/Credit Bd 0.1%
Value ($000) $494 Shares 4,370 Est. Cost $110.81 Unrealized
Community Bankers Trust Corp 0.1%
Value ($000) $484 Shares 56,300 Est. Cost $4.60 Unrealized
Ingersoll-Rand PLC 0.1%
Value ($000) $479 Shares 3,892 Est. Cost $5952.00 Unrealized
BA Boeing Co 0.1%
Value ($000) $469 Shares 1,235 Est. Cost $274.32 Unrealized +28.4%
22nd Century Group Inc 0.1%
Value ($000) $452 Shares 200,000 Est. Cost $2.26 Unrealized
UPS United Parcel Service B 0.1%
Value ($000) $439 Shares 3,671 Est. Cost $78.04 Unrealized +14.0%
FFXDF Fairfax India Ho-Sub Com Sub Vtg Shs Isi 0.1%
Value ($000) $434 Shares 36,200 Est. Cost $15.95 Unrealized -23.1%
Stanley Furniture New 0.1%
Value ($000) $430 Shares 783,597 Est. Cost $0.49 Unrealized
XLU Select Sector Spdr Trust The Utilities Select Sect 0.1%
Value ($000) $430 Shares 6,647 Est. Cost $3297.37 Unrealized
ADP Auto Data Processing 0.1%
Value ($000) $420 Shares 2,604 Est. Cost $69.77 Unrealized +106.4%
GD General Dynamics Corp 0.1%
Value ($000) $416 Shares 2,278 Est. Cost $91.09 Unrealized +76.1%
PFE Pfizer Incorporated 0.1%
Value ($000) $416 Shares 11,581 Est. Cost $23.04 Unrealized +17.3%
QCOM Qualcomm Inc 0.1%
Value ($000) $410 Shares 5,380 Est. Cost $60.51 Unrealized +7.4%
AXP American Express Company 0.1%
Value ($000) $387 Shares 3,276 Est. Cost $77.56 Unrealized +45.1%
WM Waste Management INC. 0.1%
Value ($000) $387 Shares 3,366 Est. Cost $102.95 Unrealized +2.1%
MMM 3m Company 0.1%
Value ($000) $384 Shares 2,340 Est. Cost $101.43 Unrealized +9.1%
VYM Vanguard Index Funds Vanguard High Dividend Yield 0.1%
Value ($000) $382 Shares 4,308 Est. Cost $87379.44 Unrealized
BR Broadridge Finl Solution 0.1%
Value ($000) $376 Shares 3,022 Est. Cost $31.74 Unrealized +263.6%
NFLX Netflix Inc 0.1%
Value ($000) $361 Shares 1,351 Est. Cost $20.66 Unrealized +51.4%
MCHP Microchip Technology Inc 0.1%
Value ($000) $354 Shares 3,813 Est. Cost $16.29 Unrealized +146.8%
C Citigroup Inc 0.1%
Value ($000) $349 Shares 6,707 Est. Cost $50.34 Unrealized +7.6%
ABBV Abbvie Inc Com Usd0.01 0.1%
Value ($000) $346 Shares 4,575 Est. Cost $44.75 Unrealized +17.5%
TMO Thermo Electron Corp 0.1%
Value ($000) $344 Shares 1,184 Est. Cost $165.89 Unrealized +69.8%
COST Costco Whsl Corp New 0.1%
Value ($000) $343 Shares 1,192 Est. Cost $166.79 Unrealized +53.7%
SO The Southern Company 0.0%
Value ($000) $339 Shares 5,500 Est. Cost $35.42 Unrealized +27.8%
CVS C V S Corp Del 0.0%
Value ($000) $336 Shares 5,333 Est. Cost $68.60 Unrealized -29.5%
PFG Principal Financial Grp 0.0%
Value ($000) $334 Shares 5,853 Est. Cost $43.94 Unrealized 0.0%
TG Tredegar Corporation 0.0%
Value ($000) $331 Shares 16,996 Est. Cost $9.87 Unrealized +8.1%
IUSG iShares Russell 3000 Growth 0.0%
Value ($000) $326 Shares 5,200 Est. Cost $61.83 Unrealized
VO Vanguard Mid-Cap ETF 0.0%
Value ($000) $320 Shares 1,913 Est. Cost $15150.69 Unrealized
SPG Simon Ppty Group New 0.0%
Value ($000) $319 Shares 2,055 Est. Cost $108.94 Unrealized 0.0%
ARCC Ares Capital Corp 0.0%
Value ($000) $275 Shares 14,797 Est. Cost $9.52 Unrealized +5.8%
NSRGY Nestle S A Reg B Adr 0.0%
Value ($000) $270 Shares 2,495 Est. Cost $38242.88 Unrealized
T A T & T Inc New 0.0%
Value ($000) $267 Shares 7,070 Est. Cost $15.13 Unrealized +12.3%
GIL Gildan Activewear Inc 0.0%
Value ($000) $260 Shares 7,330 Est. Cost $25.04 Unrealized +35.0%
FS KKR Capital Corp 0.0%
Value ($000) $260 Shares 44,615 Est. Cost $2241.68 Unrealized
Brookfield Property REIT Inc 0.0%
Value ($000) $259 Shares 12,719 Est. Cost $20.36 Unrealized
AMAT Applied Materials Inc 0.0%
Value ($000) $257 Shares 5,163 Est. Cost $42.04 Unrealized +7.8%
JCI Johnson Controls Inc 0.0%
Value ($000) $252 Shares 5,760 Est. Cost $28.21 Unrealized +31.2%
ORCL Oracle Corporation 0.0%
Value ($000) $248 Shares 4,508 Est. Cost $37.76 Unrealized +33.4%
SCHG Schwab US Large-Cap Growth ETF 0.0%
Value ($000) $245 Shares 2,925 Est. Cost $83208.14 Unrealized
ACNT Synalloy Corp 0.0%
Value ($000) $239 Shares 15,000 Est. Cost $16.00 Unrealized 0.0%
IYJ iShares US Industrials 0.0%
Value ($000) $238 Shares 1,500 Est. Cost $128.42 Unrealized
CRM Salesforce Com 0.0%
Value ($000) $238 Shares 1,607 Est. Cost $126.05 Unrealized +19.1%
SCHD Schwab US Dividend Equity ETF 0.0%
Value ($000) $232 Shares 4,244 Est. Cost $53073.05 Unrealized
PYPL Paypal Hldgs Inc 0.0%
Value ($000) $232 Shares 2,248 Est. Cost $89.97 Unrealized +22.2%
TRV Travelers Companies Inc 0.0%
Value ($000) $228 Shares 1,539 Est. Cost $109.87 Unrealized +17.9%
TDY Teledyne Technologies 0.0%
Value ($000) $227 Shares 708 Est. Cost $228.00 Unrealized +30.9%
ADBE Adobe Systems Inc 0.0%
Value ($000) $225 Shares 817 Est. Cost $203.33 Unrealized +43.6%
KHC Kraft Heinz Co Com 0.0%
Value ($000) $224 Shares 8,047 Est. Cost $49.07 Unrealized -56.9%
LLY Eli Lilly and Co 0.0%
Value ($000) $222 Shares 1,989 Est. Cost $98.96 Unrealized +3.8%
Walgreen Boots Alliance Inc Com 0.0%
Value ($000) $219 Shares 3,963 Est. Cost $17319.50 Unrealized
VOE Vanguard Mid Cap Value 0.0%
Value ($000) $217 Shares 1,929 Est. Cost $111340.07 Unrealized
DD Dupont De Nemours Inc 0.0%
Value ($000) $210 Shares 2,956 Est. Cost $27.24 Unrealized -4.9%
ECL Ecolab Inc 0.0%
Value ($000) $208 Shares 1,054 Est. Cost $139.75 Unrealized +33.9%
DHR Danaher Corp Del 0.0%
Value ($000) $207 Shares 1,437 Est. Cost $78.23 Unrealized +55.6%
COF Capital One Financial Cp 0.0%
Value ($000) $207 Shares 2,280 Est. Cost $85.19 Unrealized -5.3%
VLO Valero Energy Corp New 0.0%
Value ($000) $204 Shares 2,400 Est. Cost $59.91 Unrealized +4.3%
NOC Northrop Grumman Corp 0.0%
Value ($000) $198 Shares 530 Est. Cost $318.69 Unrealized 0.0%
Unilever N V Ny Shs Newf 0.0%
Value ($000) $197 Shares 3,295 Est. Cost $4844.07 Unrealized
ENB Enbridge Inc 0.0%
Value ($000) $193 Shares 5,503 Est. Cost $20.09 Unrealized +12.8%
WFC Wells Fargo & Co New 0.0%
Value ($000) $191 Shares 3,797 Est. Cost $39.02 Unrealized +2.0%
ISRG Intuitive Surgical New 0.0%
Value ($000) $188 Shares 350 Est. Cost $177.30 Unrealized -2.4%
EEMV iShares MSCI Emerging Markets Minimum Volatility ETF 0.0%
Value ($000) $186 Shares 3,273 Est. Cost $24353.72 Unrealized
SCHB Schw US Brd Mkt Etf 0.0%
Value ($000) $184 Shares 2,592 Est. Cost $70528.34 Unrealized
General Electric Company 0.0%
Value ($000) $183 Shares 20,574 Est. Cost $25.19 Unrealized
IBB Ishares Nasdaq Biotechnology 0.0%
Value ($000) $180 Shares 1,810 Est. Cost $96.57 Unrealized
PALL ETFS Physical Palladium 0.0%
Value ($000) $179 Shares 1,125 Est. Cost $101.33 Unrealized
CAT Caterpillar Inc 0.0%
Value ($000) $176 Shares 1,400 Est. Cost $111.09 Unrealized 0.0%
MS Morgan Stanley 0.0%
Value ($000) $175 Shares 4,118 Est. Cost $37.62 Unrealized -6.9%
ELV Anthem Inc 0.0%
Value ($000) $171 Shares 713 Est. Cost $240.20 Unrealized +4.6%
PEY Invesco High Yield Eq Div Achiev ETF 0.0%
Value ($000) $170 Shares 9,337 Est. Cost $17869.98 Unrealized
Bay Banks of Virginia Inc 0.0%
Value ($000) $170 Shares 20,731 Est. Cost $9.41 Unrealized
GLW Corning Inc 0.0%
Value ($000) $169 Shares 5,959 Est. Cost $26.48 Unrealized -5.6%
LMT Lockheed Martin Corp 0.0%
Value ($000) $169 Shares 435 Est. Cost $273.13 Unrealized +15.9%
AEP Amer Electric Pwr Co Inc 0.0%
Value ($000) $165 Shares 1,769 Est. Cost $69.21 Unrealized +4.7%
ADSK Autodesk Inc 0.0%
Value ($000) $163 Shares 1,110 Est. Cost $141.21 Unrealized +10.2%
VOO Vanguard 500 ETF 0.0%
Value ($000) $158 Shares 581 Est. Cost $269149.75 Unrealized
SDY Spdr Ser Tr S&P Divid Etf 0.0%
Value ($000) $154 Shares 1,501 Est. Cost $99409.73 Unrealized
QQQ PowerShares QQQ ETF 0.0%
Value ($000) $152 Shares 809 Est. Cost $153.77 Unrealized
SRE Sempra Energy 0.0%
Value ($000) $151 Shares 1,026 Est. Cost $45.57 Unrealized +24.8%
PRU Prudential Financial Inc 0.0%
Value ($000) $147 Shares 1,640 Est. Cost $66.02 Unrealized -0.4%
LHX L3Harris Technologies Ord 0.0%
Value ($000) $146 Shares 702 Est. Cost $180.55 Unrealized 0.0%
TXN Texas Instruments Inc 0.0%
Value ($000) $146 Shares 1,137 Est. Cost $90.37 Unrealized +13.8%
CHCO City Holding Co 0.0%
Value ($000) $145 Shares 1,914 Est. Cost $63.61 Unrealized -2.3%
MAIN Main Str Cap Corp Com 0.0%
Value ($000) $144 Shares 3,334 Est. Cost $39.38 Unrealized +8.4%
CI Cigna Corp 0.0%
Value ($000) $143 Shares 947 Est. Cost $163.63 Unrealized -9.0%
NTAP NetApp Inc 0.0%
Value ($000) $143 Shares 2,730 Est. Cost $44.94 Unrealized 0.0%
DOW Dow Chemical Company 0.0%
Value ($000) $140 Shares 2,955 Est. Cost $36.37 Unrealized -10.0%
AJG Arthur J Gallagher & Co 0.0%
Value ($000) $140 Shares 1,571 Est. Cost $65.26 Unrealized +27.4%
Royal Dutch Shell A Adrf 0.0%
Value ($000) $139 Shares 2,368 Est. Cost $36431.30 Unrealized
Tri-County Financial Cp 0.0%
Value ($000) $138 Shares 4,140 Est. Cost $33.33 Unrealized
TGT Target Corporation 0.0%
Value ($000) $138 Shares 1,298 Est. Cost $74.55 Unrealized +7.8%
LUV Southwest Airlines Co 0.0%
Value ($000) $138 Shares 2,562 Est. Cost $53.25 Unrealized -9.4%
APH Amphenol Corp Cl A 0.0%
Value ($000) $135 Shares 1,408 Est. Cost $21.65 Unrealized +0.1%
Canadian Pac Railway 0.0%
Value ($000) $132 Shares 595 Est. Cost $211.76 Unrealized
NVS Novartis A G Spon Adr 0.0%
Value ($000) $126 Shares 1,450 Est. Cost $28774.31 Unrealized
EHC Encompass Health Corp 0.0%
Value ($000) $121 Shares 1,918 Est. Cost $55.24 Unrealized -16.0%
SCHZ Schwab US Aggregate Bond ETF 0.0%
Value ($000) $116 Shares 2,162 Est. Cost $33306.08 Unrealized
CBRE CBRE Group Inc 0.0%
Value ($000) $114 Shares 2,155 Est. Cost $52.59 Unrealized 0.0%
AVY Avery Dennison Corp 0.0%
Value ($000) $113 Shares 1,000 Est. Cost $94.30 Unrealized +8.3%
Xilinx Inc 0.0%
Value ($000) $113 Shares 1,185 Est. Cost $95.36 Unrealized
HDV Ishares Core High Dividend Etf 0.0%
Value ($000) $112 Shares 1,200 Est. Cost $93290.00 Unrealized
Raytheon Company New 0.0%
Value ($000) $110 Shares 561 Est. Cost $117898.32 Unrealized
ROKU Roku Inc Com Cl A 0.0%
Value ($000) $109 Shares 1,076 Est. Cost $56.98 Unrealized +114.7%
ROST Ross Stores Inc 0.0%
Value ($000) $109 Shares 996 Est. Cost $85.36 Unrealized +16.0%
NVDA Nvidia Corp 0.0%
Value ($000) $108 Shares 625 Est. Cost $4.18 Unrealized 0.0%
NUE Nucor Corp 0.0%
Value ($000) $108 Shares 2,127 Est. Cost $54.36 Unrealized -15.8%
CNI Canadian Natl Ry Co 0.0%
Value ($000) $107 Shares 1,195 Est. Cost $76.01 Unrealized +7.7%
GS Goldman Sachs Group Inc 0.0%
Value ($000) $107 Shares 517 Est. Cost $174.57 Unrealized +2.9%
BP Bp Plc Adr 0.0%
Value ($000) $106 Shares 2,794 Est. Cost $16140.36 Unrealized
KXI iShares Global Consumer Staples 0.0%
Value ($000) $105 Shares 1,921 Est. Cost $54.66 Unrealized
NKE Nike Inc Class B 0.0%
Value ($000) $105 Shares 1,119 Est. Cost $76.54 Unrealized +2.9%
BAX Baxter International Inc 0.0%
Value ($000) $103 Shares 1,185 Est. Cost $64.98 Unrealized +16.2%
AIVL WisdomTree US Dividend ex-Financials ETF 0.0%
Value ($000) $100 Shares 1,145 Est. Cost $85489.95 Unrealized
AIG American Intl Group Inc 0.0%
Value ($000) $97 Shares 1,745 Est. Cost $46.77 Unrealized 0.0%
RPM Rpm International Inc 0.0%
Value ($000) $96 Shares 1,400 Est. Cost $64.41 Unrealized +2.8%
IQLT iShares Edge MSCI Intl Quality Fctr ETF 0.0%
Value ($000) $95 Shares 3,207 Est. Cost $29.62 Unrealized
DES WisdomTree SmallCap Dividend ETF 0.0%
Value ($000) $94 Shares 3,469 Est. Cost $27539.93 Unrealized
DON WisdomTree US MidCap Dividend ETF 0.0%
Value ($000) $93 Shares 2,564 Est. Cost $35790.17 Unrealized
IDV iShares International Select Dividend 0.0%
Value ($000) $92 Shares 3,000 Est. Cost $30860.00 Unrealized
SCHA Schwab US Small-Cap ETF 0.0%
Value ($000) $92 Shares 1,319 Est. Cost $69958.47 Unrealized
WRB Berkley W R Corp 0.0%
Value ($000) $91 Shares 1,273 Est. Cost $20.66 Unrealized +31.4%
DE Deere & Co 0.0%
Value ($000) $90 Shares 539 Est. Cost $143.60 Unrealized +1.7%
NEE Nextera Energy Inc Com 0.0%
Value ($000) $89 Shares 382 Est. Cost $35.90 Unrealized +28.8%
WELL Welltower Inc Com 0.0%
Value ($000) $89 Shares 982 Est. Cost $66.72 Unrealized +7.3%
BKNG Booking Hldgs Inc 0.0%
Value ($000) $88 Shares 45 Est. Cost $1766.98 Unrealized +7.8%
Capital One Financial Corp 0.0%
Value ($000) $86 Shares 3,432 Est. Cost $14968.83 Unrealized
QUAL iShares Edge MSCI USA Quality Factor ETF 0.0%
Value ($000) $84 Shares 914 Est. Cost $91.90 Unrealized
FDN First Trust Dow Jones Internet ETF 0.0%
Value ($000) $83 Shares 620 Est. Cost $138900.00 Unrealized
ZTS Zoetis Inc 0.0%
Value ($000) $83 Shares 673 Est. Cost $85.18 Unrealized +34.5%
VHT Vanguard Health Care ETF 0.0%
Value ($000) $83 Shares 500 Est. Cost $173836.66 Unrealized
WTW Willis Towers Watson PLC 0.0%
Value ($000) $82 Shares 427 Est. Cost $136.53 Unrealized +31.2%
CTVA Corteva Inc com 0.0%
Value ($000) $82 Shares 2,955 Est. Cost $25.02 Unrealized +6.6%
URI United Rentals Inc 0.0%
Value ($000) $81 Shares 657 Est. Cost $150.73 Unrealized -22.1%
Digital Rlty Tr Inc 6.625 Pfd Ser C 0.0%
Value ($000) $79 Shares 3,000 Est. Cost $9180.78 Unrealized
VEA Vanguard FTSE International 0.0%
Value ($000) $78 Shares 1,908 Est. Cost $42.02 Unrealized
Aon Plc Com Usd0.01 Cl A 0.0%
Value ($000) $77 Shares 400 Est. Cost $170700.00 Unrealized
EOG E O G Resources Inc 0.0%
Value ($000) $77 Shares 1,040 Est. Cost $61.49 Unrealized 0.0%
EVRG Evergy Inc 0.0%
Value ($000) $76 Shares 1,142 Est. Cost $42.89 Unrealized +15.1%
MTG M G I C Investment Corp 0.0%
Value ($000) $73 Shares 5,850 Est. Cost $12.39 Unrealized +4.2%
Glaxosmithkline Plc Adrf 0.0%
Value ($000) $73 Shares 1,713 Est. Cost $28652.99 Unrealized
Liberty Media Corp Delaware Com C Siriusxm 0.0%
Value ($000) $73 Shares 1,745 Est. Cost $41.83 Unrealized
KMB Kimberly-Clark Corp 0.0%
Value ($000) $72 Shares 509 Est. Cost $88.29 Unrealized +24.3%
Symantec Corp 0.0%
Value ($000) $71 Shares 3,005 Est. Cost $20.97 Unrealized
VOOV Vanguard S&P 500 Value ETF 0.0%
Value ($000) $71 Shares 626 Est. Cost $112410.55 Unrealized
MCK Mckesson Corporation 0.0%
Value ($000) $69 Shares 508 Est. Cost $123.13 Unrealized +10.1%
ZBH Zimmer Biomet Holdings Inc 0.0%
Value ($000) $68 Shares 500 Est. Cost $110.94 Unrealized +10.5%
WPC W P Carey Inc 0.0%
Value ($000) $67 Shares 750 Est. Cost $77934.13 Unrealized
Unilever Plc Adr New 0.0%
Value ($000) $66 Shares 1,107 Est. Cost $21151.39 Unrealized
UVV Universal Corp Va 0.0%
Value ($000) $66 Shares 1,207 Est. Cost $59.36 Unrealized -5.6%
ALL Allstate Corporation 0.0%
Value ($000) $66 Shares 613 Est. Cost $83.28 Unrealized +7.6%
SIEGY Siemens Ag Adr 0.0%
Value ($000) $64 Shares 1,200 Est. Cost $53.33 Unrealized
ES Eversource Energy 0.0%
Value ($000) $64 Shares 753 Est. Cost $52.10 Unrealized +21.2%
RWR Spdr Dow Jones Reit 0.0%
Value ($000) $63 Shares 605 Est. Cost $92.56 Unrealized
MCHI iShares MSCI China ETF 0.0%
Value ($000) $62 Shares 1,108 Est. Cost $55.96 Unrealized
PNC Pnc Finl Services Gp Inc 0.0%
Value ($000) $62 Shares 443 Est. Cost $109.48 Unrealized -1.7%
BK Bank of New York Mellon Corp. 0.0%
Value ($000) $61 Shares 1,354 Est. Cost $42.71 Unrealized -13.4%
THG Hanover Insurance Group 0.0%
Value ($000) $60 Shares 450 Est. Cost $98.07 Unrealized +13.2%
FXO First Trust Financials AlphaDEX ETF 0.0%
Value ($000) $60 Shares 1,900 Est. Cost $30260.00 Unrealized
BX Blackstone Group LP 0.0%
Value ($000) $59 Shares 1,223 Est. Cost $36.79 Unrealized +6.6%
GNW Genworth Financial Inc 0.0%
Value ($000) $58 Shares 13,201 Est. Cost $4.47 Unrealized -6.6%
FTNT Fortinet Inc 0.0%
Value ($000) $57 Shares 750 Est. Cost $15.29 Unrealized +6.1%
PAYX Paychex Inc 0.0%
Value ($000) $57 Shares 700 Est. Cost $69.13 Unrealized 0.0%
SCHF Schwab International Equity ETF 0.0%
Value ($000) $57 Shares 1,815 Est. Cost $32089.93 Unrealized
Weingarten Rlty Invs Sbi 0.0%
Value ($000) $57 Shares 1,984 Est. Cost $29.74 Unrealized
O Realty Income Corp 0.0%
Value ($000) $56 Shares 738 Est. Cost $49.24 Unrealized +4.2%
PSCF Powershares S&P Small Cap Financials 0.0%
Value ($000) $55 Shares 1,025 Est. Cost $52310.24 Unrealized
FDM First Trust Dow Jones Sel MicroCap ETF 0.0%
Value ($000) $55 Shares 1,225 Est. Cost $44660.41 Unrealized
CFG Citizens Finl Group Inc Com 0.0%
Value ($000) $55 Shares 1,555 Est. Cost $29.36 Unrealized -10.5%
Ohr Pharmaceutical Inc 0.0%
Value ($000) $54 Shares 11,000 Est. Cost $4.91 Unrealized
SDOG ALPS Sector Dividend Dogs ETF 0.0%
Value ($000) $54 Shares 1,248 Est. Cost $45.67 Unrealized
EL Lauder Estee Co Inc Cl A 0.0%
Value ($000) $53 Shares 270 Est. Cost $130.17 Unrealized +35.3%
DIA Diamonds TRUST Series I 0.0%
Value ($000) $53 Shares 199 Est. Cost $261.31 Unrealized
EW Edwards Lifesciences Cp 0.0%
Value ($000) $53 Shares 244 Est. Cost $48.91 Unrealized +43.6%
EXC Exelon Corporation 0.0%
Value ($000) $51 Shares 1,066 Est. Cost $26.19 Unrealized +2.2%
PSX Phillips 0.0%
Value ($000) $51 Shares 502 Est. Cost $75.58 Unrealized +2.2%
XLY Sector Spdr Consumer Fd 0.0%
Value ($000) $50 Shares 422 Est. Cost $116.92 Unrealized
SBAC S B A Communications Cp 0.0%
Value ($000) $50 Shares 209 Est. Cost $147.24 Unrealized +55.3%
Agnc Invt Corp Dep Shs 1/1000 0.0%
Value ($000) $50 Shares 2,000 Est. Cost $12802.50 Unrealized
XYL Xylem Inc 0.0%
Value ($000) $50 Shares 640 Est. Cost $68.31 Unrealized +6.6%
EBAY Ebay Inc 0.0%
Value ($000) $50 Shares 1,290 Est. Cost $31.28 Unrealized +15.1%
MAR Marriott Intl Inc Cl A 0.0%
Value ($000) $49 Shares 400 Est. Cost $111.57 Unrealized +13.6%
KNSL Kinsale Cap Group Inc Com 0.0%
Value ($000) $49 Shares 475 Est. Cost $94.71 Unrealized 0.0%
ST Sensata Technologies Holding N.V. 0.0%
Value ($000) $48 Shares 965 Est. Cost $47.29 Unrealized 0.0%
JBSS Sanfilippo John B & Son Inc 0.0%
Value ($000) $48 Shares 500 Est. Cost $75.10 Unrealized +15.8%
AZN Astrazeneca Plc Adr 0.0%
Value ($000) $48 Shares 1,081 Est. Cost $39268.85 Unrealized
TROW Rowe T Price Group Inc 0.0%
Value ($000) $47 Shares 411 Est. Cost $82.51 Unrealized +3.9%
SLV iShares Silver Trust 0.0%
Value ($000) $47 Shares 3,000 Est. Cost $13.67 Unrealized
INTU Intuit Inc 0.0%
Value ($000) $47 Shares 180 Est. Cost $204.54 Unrealized +29.1%
AVGO Avago Technologies Ltd 0.0%
Value ($000) $46 Shares 169 Est. Cost $19.12 Unrealized +25.6%
HIW Highwoods Pptys Inc 0.0%
Value ($000) $45 Shares 1,017 Est. Cost $47.20 Unrealized
OMC Omnicom Group Inc 0.0%
Value ($000) $45 Shares 584 Est. Cost $53.66 Unrealized +17.1%
WSO Watsco Inc 0.0%
Value ($000) $44 Shares 263 Est. Cost $159.31 Unrealized +1.8%
CL Colgate-Palmolive Co 0.0%
Value ($000) $43 Shares 588 Est. Cost $55.97 Unrealized +11.7%
CEF Central Fd Cda Ltd Cla 0.0%
Value ($000) $42 Shares 3,000 Est. Cost $11.67 Unrealized
VTR Ventas Inc 0.0%
Value ($000) $42 Shares 578 Est. Cost $45.09 Unrealized +21.9%
Versum Matls Inc 0.0%
Value ($000) $42 Shares 800 Est. Cost $8415.00 Unrealized
INGR Ingredion Inc 0.0%
Value ($000) $42 Shares 522 Est. Cost $102.11 Unrealized -22.3%
ETN Eaton Corporation 0.0%
Value ($000) $41 Shares 505 Est. Cost $71.22 Unrealized +1.3%
ED Consolidated Edison Hldg Co Inc 0.0%
Value ($000) $41 Shares 440 Est. Cost $60.48 Unrealized +16.6%
STORE Capital Corp 0.0%
Value ($000) $41 Shares 1,100 Est. Cost $18115.82 Unrealized
BMY Bristol-Myers Squibb Co 0.0%
Value ($000) $38 Shares 765 Est. Cost $42.01 Unrealized -12.5%
SYK Stryker Corp 0.0%
Value ($000) $37 Shares 175 Est. Cost $157.54 Unrealized +27.1%
Apollo Global Management LLC Class A 0.0%
Value ($000) $37 Shares 1,000 Est. Cost $37.00 Unrealized
CMI Cummins Inc 0.0%
Value ($000) $37 Shares 229 Est. Cost $138.18 Unrealized -1.5%
CTSH Cognizant Tech Sol Cl A 0.0%
Value ($000) $37 Shares 630 Est. Cost $70.24 Unrealized -18.2%
CDK GLOBAL INC 0.0%
Value ($000) $36 Shares 766 Est. Cost $61.36 Unrealized
UGI U G I Corporation New 0.0%
Value ($000) $36 Shares 720 Est. Cost $53.89 Unrealized -7.3%
Ansys Inc 0.0%
Value ($000) $35 Shares 161 Est. Cost $183.57 Unrealized
Berry Plastics Group Inc 0.0%
Value ($000) $35 Shares 900 Est. Cost $52590.00 Unrealized
HIG Hartford Finl Svcs Grp 0.0%
Value ($000) $35 Shares 587 Est. Cost $43.54 Unrealized +16.7%
KNX Knight Swift Transn Hldgs Inc 0.0%
Value ($000) $34 Shares 950 Est. Cost $32.54 Unrealized +0.0%
VTV Vanguard Value ETF 0.0%
Value ($000) $33 Shares 301 Est. Cost $108.21 Unrealized
VIGI Vanguard Intl Div Apprec ETF 0.0%
Value ($000) $33 Shares 502 Est. Cost $65.74 Unrealized
VGK Vanguard European 0.0%
Value ($000) $33 Shares 616 Est. Cost $53.57 Unrealized
TOWN Townebank Portsmouth Va 0.0%
Value ($000) $33 Shares 1,194 Est. Cost $31.86 Unrealized -14.7%
AEE Ameren Corporation 0.0%
Value ($000) $32 Shares 410 Est. Cost $51.05 Unrealized +25.2%
MPC Marathon Petroleum Corp 0.0%
Value ($000) $32 Shares 534 Est. Cost $62.52 Unrealized -31.1%
HPQ Hewlett-Packard Company 0.0%
Value ($000) $31 Shares 1,639 Est. Cost $18.79 Unrealized -16.2%
Blackrock Inc 0.0%
Value ($000) $30 Shares 68 Est. Cost $85158.11 Unrealized
IYW Ishares U S Technology Etf 0.0%
Value ($000) $30 Shares 150 Est. Cost $153.33 Unrealized
Morgan Stanley Pfd Shs 0.0%
Value ($000) $30 Shares 1,200 Est. Cost $25.00 Unrealized
Colony NorthStar Inc 0.0%
Value ($000) $30 Shares 1,200 Est. Cost $8303.33 Unrealized
DAL Delta Air Lines Inc New 0.0%
Value ($000) $29 Shares 517 Est. Cost $51.39 Unrealized +10.4%
XLRE Real Estate Select Sector SPDR 0.0%
Value ($000) $29 Shares 740 Est. Cost $39.19 Unrealized
IYR iShares US Real Estate ETF 0.0%
Value ($000) $29 Shares 319 Est. Cost $78.37 Unrealized
WY Weyerhaeuser Co 0.0%
Value ($000) $29 Shares 1,065 Est. Cost $25.91 Unrealized -20.8%
ATHENE HOLDING LTD 6.35 SER A 0.0%
Value ($000) $28 Shares 1,000 Est. Cost $26400.00 Unrealized
FBIN Fortune Brands Hm & Sec 0.0%
Value ($000) $28 Shares 528 Est. Cost $41.95 Unrealized -1.6%
Duke Energy Corp New Dp Rep Pfd A 0.0%
Value ($000) $27 Shares 1,000 Est. Cost $26420.00 Unrealized
GBDC Golub Capital BDC Inc 0.0%
Value ($000) $26 Shares 1,398 Est. Cost $9.11 Unrealized +6.2%
Buckeye Partners Uts L P 0.0%
Value ($000) $25 Shares 622 Est. Cost $35.37 Unrealized
BDX Becton Dickinson & Co 0.0%
Value ($000) $25 Shares 101 Est. Cost $220.32 Unrealized +1.5%
AMT Amern Tower Corp Class A 0.0%
Value ($000) $25 Shares 116 Est. Cost $120.79 Unrealized +51.8%
IJR Ishares S&P Smallcap Core ETF 0.0%
Value ($000) $25 Shares 324 Est. Cost $86.42 Unrealized
AAP Advance Auto Parts Inc 0.0%
Value ($000) $24 Shares 150 Est. Cost $135.19 Unrealized -2.1%
XLK Sector Spdr Tech Select 0.0%
Value ($000) $24 Shares 300 Est. Cost $61.09 Unrealized
BBY Best Buy Inc 0.0%
Value ($000) $24 Shares 359 Est. Cost $58.51 Unrealized -7.4%
GPN Global Payments Inc 0.0%
Value ($000) $23 Shares 148 Est. Cost $141.56 Unrealized +9.8%
GSBD Goldman Sachs Bdc Inc Shs 0.0%
Value ($000) $23 Shares 1,190 Est. Cost $20.45 Unrealized -2.2%
CCI Crown Castle Intl Corp 0.0%
Value ($000) $22 Shares 165 Est. Cost $87.33 Unrealized +20.0%
EA Electronic Arts Inc 0.0%
Value ($000) $22 Shares 225 Est. Cost $125.34 Unrealized -27.1%
ELS Equity Lifestyle Properties Inc 0.0%
Value ($000) $21 Shares 162 Est. Cost $121475.31 Unrealized
MSI Motorola Solutions Inc Com New 0.0%
Value ($000) $21 Shares 128 Est. Cost $141.26 Unrealized +11.7%
GM General Motors Corp 0.0%
Value ($000) $21 Shares 570 Est. Cost $33.08 Unrealized +8.9%
CNP Centerpoint Energy Inc 0.0%
Value ($000) $21 Shares 700 Est. Cost $22.92 Unrealized +5.2%
Celgene Corp 0.0%
Value ($000) $20 Shares 206 Est. Cost $87.38 Unrealized
NTRA Natera Inc 0.0%
Value ($000) $20 Shares 625 Est. Cost $15.67 Unrealized +88.7%
GH Guardant Health Inc 0.0%
Value ($000) $20 Shares 318 Est. Cost $68.54 Unrealized +28.5%
HAS Hasbro Inc 0.0%
Value ($000) $20 Shares 176 Est. Cost $76.61 Unrealized +16.7%
GLD Spdr Gold TRUST 0.0%
Value ($000) $20 Shares 150 Est. Cost $106.67 Unrealized
WestRock Co 0.0%
Value ($000) $20 Shares 558 Est. Cost $52.91 Unrealized
ALLE Allegion PLC 0.0%
Value ($000) $20 Shares 200 Est. Cost $76.93 Unrealized +22.2%
SCHE Schwab Emerging Markets Equity ETF 0.0%
Value ($000) $20 Shares 825 Est. Cost $26239.82 Unrealized
M Macys Inc 0.0%
Value ($000) $19 Shares 1,255 Est. Cost $18.52 Unrealized 0.0%
Liberty Media Group 0.0%
Value ($000) $18 Shares 436 Est. Cost $41.28 Unrealized
WYNN Wynn Resorts Ltd 0.0%
Value ($000) $18 Shares 169 Est. Cost $121.12 Unrealized -6.6%
KRUS KURA SUSHI USA CL A ORD 0.0%
Value ($000) $18 Shares 927 Est. Cost $22.01 Unrealized 0.0%
2U Inc 0.0%
Value ($000) $17 Shares 1,100 Est. Cost $74.55 Unrealized
DLTR Dollar Tree Inc 0.0%
Value ($000) $17 Shares 150 Est. Cost $87.80 Unrealized +19.2%
HSY Hershey Company 0.0%
Value ($000) $17 Shares 109 Est. Cost $108.95 Unrealized +19.5%
IP International Paper Co 0.0%
Value ($000) $17 Shares 415 Est. Cost $34.11 Unrealized -14.0%
AVT Avnet Inc 0.0%
Value ($000) $17 Shares 400 Est. Cost $38.25 Unrealized -4.1%
PSA Public Storage 0.0%
Value ($000) $16 Shares 66 Est. Cost $157.22 Unrealized +22.0%
SNY Sanofi Aventis Adr 0.0%
Value ($000) $16 Shares 350 Est. Cost $43688.93 Unrealized
VT Vanguard Total World Stock ETF 0.0%
Value ($000) $15 Shares 205 Est. Cost $73.17 Unrealized
ITA iShares US Aerospace & Defense 0.0%
Value ($000) $15 Shares 70 Est. Cost $46072.29 Unrealized
TIP Ishares Tr Barclays Tips 0.0%
Value ($000) $15 Shares 131 Est. Cost $115244.27 Unrealized
Healthcare Realty TRUST 0.0%
Value ($000) $15 Shares 450 Est. Cost $28.89 Unrealized
CCL Carnival Corp New 0.0%
Value ($000) $15 Shares 359 Est. Cost $53.21 Unrealized -15.8%
RGA Reinsurance Grp Of Amer 0.0%
Value ($000) $14 Shares 91 Est. Cost $151.55 Unrealized +2.3%
TSLA Tesla Inc 0.0%
Value ($000) $14 Shares 59 Est. Cost $20.83 Unrealized -24.8%
ABEV Ambev SA 0.0%
Value ($000) $14 Shares 3,145 Est. Cost $4300.16 Unrealized
XLF Sector Spdr Fincl Select 0.0%
Value ($000) $14 Shares 520 Est. Cost $26.92 Unrealized
ROP Roper Industries Inc 0.0%
Value ($000) $14 Shares 40 Est. Cost $282.40 Unrealized +23.8%
DELL Dell Inc 0.0%
Value ($000) $14 Shares 285 Est. Cost $24.29 Unrealized 0.0%
MET Metlife Inc 0.0%
Value ($000) $14 Shares 315 Est. Cost $35.53 Unrealized +8.3%
G Genpact Limited 0.0%
Value ($000) $14 Shares 385 Est. Cost $27.86 Unrealized +31.8%
VB Vanguard Small Cap 0.0%
Value ($000) $13 Shares 88 Est. Cost $156988.10 Unrealized
MHLD 8.25 PERP A Maiden Holdings Ltdpref Shs Ser A 0.0%
Value ($000) $13 Shares 2,000 Est. Cost $13.25 Unrealized
NVT Navteq Corp 0.0%
Value ($000) $13 Shares 600 Est. Cost $20.84 Unrealized -5.2%
NEU Newmarket Corporation 0.0%
Value ($000) $13 Shares 29 Est. Cost $366.76 Unrealized +6.5%
LEN Lennar Corp Cl A 0.0%
Value ($000) $13 Shares 250 Est. Cost $46.22 Unrealized -2.9%
ALC Alcon Inc Ord Shs 0.0%
Value ($000) $13 Shares 224 Est. Cost $58.28 Unrealized +1.5%
A Agilent Technologies Inc 0.0%
Value ($000) $12 Shares 158 Est. Cost $62.73 Unrealized +10.0%
GTBIF Green Thumb Industries Inc 0.0%
Value ($000) $12 Shares 1,500 Est. Cost $11.68 Unrealized -19.6%
GBTC Grayscale Bitcoin Tr Btc Shs Accd Invs 0.0%
Value ($000) $12 Shares 1,175 Est. Cost $4780.43 Unrealized
PPG P P G Industries Inc 0.0%
Value ($000) $11 Shares 100 Est. Cost $94.73 Unrealized +7.5%
L Loews Corporation 0.0%
Value ($000) $11 Shares 228 Est. Cost $49.88 Unrealized +0.7%
LULU Lululemon Athletica Inc 0.0%
Value ($000) $11 Shares 60 Est. Cost $163.54 Unrealized +14.3%
FTV Fortive Corp Com 0.0%
Value ($000) $10 Shares 160 Est. Cost $49.74 Unrealized -9.8%
CPKF Chesapeake Financial Shares Inc 0.0%
Value ($000) $10 Shares 412 Est. Cost $18.51 Unrealized +1.1%
GIS General Mills Inc 0.0%
Value ($000) $10 Shares 198 Est. Cost $35.05 Unrealized +23.8%
FULT Fulton Financial Corp 0.0%
Value ($000) $10 Shares 635 Est. Cost $12.85 Unrealized -3.8%
VGT Vanguard Information Technology ETF 0.0%
Value ($000) $10 Shares 51 Est. Cost $210882.36 Unrealized
PureFunds ISE Cyber Security ETF 0.0%
Value ($000) $10 Shares 275 Est. Cost $40.00 Unrealized
PH Parker-Hannifin Corp 0.0%
Value ($000) $10 Shares 56 Est. Cost $156.48 Unrealized -0.9%
BABA Alibaba Group Holding Ltd 0.0%
Value ($000) $10 Shares 65 Est. Cost $57854.48 Unrealized
Slack Technologies Inc 0.0%
Value ($000) $9 Shares 400 Est. Cost $22.50 Unrealized
JBGS JBG SMITH Properties 0.0%
Value ($000) $9 Shares 230 Est. Cost $34.22 Unrealized
KWEB KraneShares CSI China Internet ETF 0.0%
Value ($000) $9 Shares 221 Est. Cost $40.72 Unrealized
UNM Unumprovident Corp 0.0%
Value ($000) $9 Shares 304 Est. Cost $29.70 Unrealized 0.0%
CME Chicago Mercantile Exch 0.0%
Value ($000) $8 Shares 42 Est. Cost $144.47 Unrealized +13.7%
MTB M & T Bank Corporation 0.0%
Value ($000) $8 Shares 53 Est. Cost $131.85 Unrealized -3.0%
Lazard Ltd 0.0%
Value ($000) $7 Shares 200 Est. Cost $34390.00 Unrealized
VPL Vanguard Pacific 0.0%
Value ($000) $7 Shares 107 Est. Cost $65.42 Unrealized
DLS WisdomTree International Small Cap Div 0.0%
Value ($000) $7 Shares 118 Est. Cost $56197.88 Unrealized
Triton International Ltd 0.0%
Value ($000) $6 Shares 200 Est. Cost $30.00 Unrealized
Flir Systems Inc 0.0%
Value ($000) $6 Shares 124 Est. Cost $54096.00 Unrealized
UAA Under Armour Inc Cl A 0.0%
Value ($000) $5 Shares 300 Est. Cost $23.43 Unrealized -5.8%
KMI Kinder Morgan Inc 0.0%
Value ($000) $5 Shares 286 Est. Cost $11.20 Unrealized +25.7%
CC The Chemours Company 0.0%
Value ($000) $5 Shares 392 Est. Cost $32.39 Unrealized -61.4%
WAB Wabtec 0.0%
Value ($000) $5 Shares 81 Est. Cost $69.17 Unrealized -1.0%
IWV iShares Russell 3000 0.0%
Value ($000) $5 Shares 31 Est. Cost $161.29 Unrealized
PVH Phillips Van Heusen 0.0%
Value ($000) $4 Shares 51 Est. Cost $109.50 Unrealized -24.4%
OGS ONE GAS INC 0.0%
Value ($000) $4 Shares 42 Est. Cost $88.47 Unrealized +3.2%
FFIV F5 Networks Inc 0.0%
Value ($000) $4 Shares 30 Est. Cost $149.71 Unrealized -7.6%
BG Staffing Inc 0.0%
Value ($000) $3 Shares 200 Est. Cost $18880.00 Unrealized
CAH Cardinal Health Inc 0.0%
Value ($000) $3 Shares 75 Est. Cost $38.16 Unrealized -0.0%
TKR Timken Company 0.0%
Value ($000) $3 Shares 90 Est. Cost $47.77 Unrealized -7.5%
VFRM Veritas Farms Inc 0.0%
Value ($000) $3 Shares 1,000 Est. Cost $5.24 Unrealized 0.0%
TNDM Tandem Diabetes Care Inc 0.0%
Value ($000) $3 Shares 55 Est. Cost $34.99 Unrealized +82.4%
VRTS Virtus Investment Ptnrs 0.0%
Value ($000) $2 Shares 23 Est. Cost $100.45 Unrealized -13.6%
REZI Resideo Technologies Inc 0.0%
Value ($000) $2 Shares 156 Est. Cost $21.34 Unrealized -21.4%
TELFY Telefonica SA 0.0%
Value ($000) $2 Shares 381 Est. Cost $7.87 Unrealized
GNTX Gentex Corp 0.0%
Value ($000) $2 Shares 100 Est. Cost $23.14 Unrealized +14.2%
Tallgrass Energy LP 0.0%
Value ($000) $1 Shares 84 Est. Cost $11.90 Unrealized
Validian Corp 0.0%
Value ($000) $1 Shares 50,000 Est. Cost Unrealized
RWO SPDR Dow Jones Global Real Estate ETF 0.0%
Value ($000) $1 Shares 21 Est. Cost $47.62 Unrealized
BYND Beyond Meat Inc 0.0%
Value ($000) $1 Shares 11 Est. Cost $111.57 Unrealized +47.6%
STIP iShares 0-5 Year TIPS Bond 0.0%
Value ($000) $1 Shares 13 Est. Cost $99692.30 Unrealized
BEP Brookfield Renewable Partners LP 0.0%
Value ($000) $0 Shares 5 Est. Cost $34600.00 Unrealized
1/100000 Wells Fargo Pfd (NV) 0.0%
Value ($000) $0 Shares 62,200 Est. Cost Unrealized
Wells Fargo & Co Pfd 0.0%
Value ($000) $0 Shares 41 Est. Cost Unrealized
Village Bk & Tr Finlcorp 0.0%
Value ($000) $0 Shares 7 Est. Cost $33000.00 Unrealized
Performance Sports Group Ltd 0.0%
Value ($000) $0 Shares 35 Est. Cost Unrealized
ASIX Advansix Inc 0.0%
Value ($000) $0 Shares 37 Est. Cost $32.81 Unrealized -32.3%
Pharmanetics Inc 0.0%
Value ($000) $0 Shares 12,398 Est. Cost Unrealized
SCHK Schwab Strategic Tr 1000 Index Etf 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
JBLU Jetblue Airways Corp 0.0%
Value ($000) $0 Shares 5 Est. Cost $18.96 Unrealized -4.3%
UA UNDER ARMOUR INC-CLASS C 0.0%
Value ($000) $0 Shares 8 Est. Cost $19.38 Unrealized +1.7%
DKS Dicks Sporting Goods Inc 0.0%
Value ($000) $0 Shares 2 Est. Cost $28.54 Unrealized +3.4%
NTDOY Nintendo Ltd Adr 0.0%
Value ($000) $0 Shares 3 Est. Cost Unrealized
GTX Garrett Motion Inc 0.0%
Value ($000) $0 Shares 93 Est. Cost $13.59 Unrealized -9.6%