Heritage Wealth Advisors Diversified Active

CIK: 0001591122 · Show all filings

Period: Q1 2020 (← Previous) (Next →)

Filing Date: May 5, 2020

Total Value ($000): $558,021,099 (100.0% shares, 0.0% debt)

Holdings (445)

IVV IShares S&P 500 Index 29.1%
Value ($000) $162,599,054 Shares 629,253 Est. Cost $264.20 Unrealized
RSP Invesco S&P 500 Equal Weight ETF 8.0%
Value ($000) $44,675,359 Shares 531,723 Est. Cost $35903.56 Unrealized
IWM Ishares Russell 2000 5.8%
Value ($000) $32,179,628 Shares 281,143 Est. Cost $21927.95 Unrealized
IEFA iShares Core MSCI EAFE 5.0%
Value ($000) $28,046,486 Shares 562,166 Est. Cost $8623.58 Unrealized
ITOT iShares Core S&P Total US Stock Mkt 4.0%
Value ($000) $22,129,520 Shares 386,812 Est. Cost $54569.13 Unrealized
IEMG iShares Core MSCI Emerging Markets ETF 2.3%
Value ($000) $12,972,634 Shares 320,549 Est. Cost $52024.71 Unrealized
MKL Markel Corp 2.3%
Value ($000) $12,828,079 Shares 13,825 Est. Cost $1047.47 Unrealized +9.2%
IWS iShares Russell Midcap Value 2.1%
Value ($000) $11,900,836 Shares 185,689 Est. Cost $7707.56 Unrealized
AAPL Apple Computer Inc 1.9%
Value ($000) $10,457,059 Shares 41,123 Est. Cost $39.93 Unrealized +78.0%
VIG Vanguard Dividend Appreciation 1.9%
Value ($000) $10,395,064 Shares 100,542 Est. Cost $2424.51 Unrealized
MSFT Microsoft Corp 1.8%
Value ($000) $9,851,605 Shares 62,467 Est. Cost $87.80 Unrealized +78.1%
PEP Pepsico Incorporated 1.6%
Value ($000) $8,796,240 Shares 73,241 Est. Cost $90.20 Unrealized +25.0%
JNJ Johnson & Johnson 1.4%
Value ($000) $7,759,432 Shares 59,174 Est. Cost $104.70 Unrealized +14.7%
BRK/B Berkshire Hathaway Cl B 1.3%
Value ($000) $7,064,186 Shares 38,638 Est. Cost $181.45 Unrealized +17.1%
WMT Wal-Mart Stores Inc 1.2%
Value ($000) $6,576,491 Shares 57,881 Est. Cost $28.25 Unrealized +25.2%
D Dominion Res Inc Va New 1.1%
Value ($000) $5,948,632 Shares 82,402 Est. Cost $58.14 Unrealized +8.6%
GOOG Alphabet Inc. Class C 1.0%
Value ($000) $5,666,373 Shares 4,873 Est. Cost $56.93 Unrealized +18.3%
DIS Disney Walt Co 0.9%
Value ($000) $5,238,845 Shares 54,232 Est. Cost $108.66 Unrealized +13.7%
MRK Merck & Co Inc 0.9%
Value ($000) $5,162,597 Shares 67,099 Est. Cost $62.71 Unrealized +3.8%
PM Philip Morris Intl Inc 0.9%
Value ($000) $4,989,876 Shares 68,392 Est. Cost $49.48 Unrealized +22.8%
MDT Medtronic Inc 0.9%
Value ($000) $4,974,767 Shares 55,165 Est. Cost $84.11 Unrealized +7.2%
CMCSA Comcast Corp New Cl A 0.9%
Value ($000) $4,894,646 Shares 142,369 Est. Cost $35.91 Unrealized +0.4%
PFE Pfizer Incorporated 0.9%
Value ($000) $4,876,481 Shares 149,402 Est. Cost $25.62 Unrealized +0.8%
UNH Unitedhealth Group Inc 0.9%
Value ($000) $4,861,077 Shares 19,493 Est. Cost $197.24 Unrealized +26.6%
PGR Progressive Corp Ohio 0.9%
Value ($000) $4,805,923 Shares 65,086 Est. Cost $64.20 Unrealized +1.8%
HD Home Depot Inc 0.8%
Value ($000) $4,245,365 Shares 22,738 Est. Cost $179.96 Unrealized +5.6%
Brookfield Asset Mgmt 0.7%
Value ($000) $4,094,895 Shares 92,540 Est. Cost $33801.61 Unrealized
MA Mastercard Inc 0.7%
Value ($000) $4,039,344 Shares 16,722 Est. Cost $234.39 Unrealized +22.8%
UNP Union Pacific Corp 0.7%
Value ($000) $4,026,603 Shares 28,549 Est. Cost $114.08 Unrealized +27.1%
SPY SPDR S&P 500 Index 0.7%
Value ($000) $3,855,183 Shares 14,957 Est. Cost $4064.28 Unrealized
MO Altria Group Inc 0.7%
Value ($000) $3,830,461 Shares 99,055 Est. Cost $22.25 Unrealized +23.8%
IJH iShares Core S&P Mid Cap ETF 0.7%
Value ($000) $3,672,027 Shares 25,525 Est. Cost $166.05 Unrealized
United Technologies Corp 0.6%
Value ($000) $3,267,627 Shares 34,640 Est. Cost $48937.11 Unrealized
TE Connectivity Ltd 0.6%
Value ($000) $3,241,550 Shares 51,470 Est. Cost $56404.44 Unrealized
OEF iShares S&P 100 0.5%
Value ($000) $2,928,135 Shares 24,685 Est. Cost $123694.42 Unrealized
CVX Chevron Corporation 0.5%
Value ($000) $2,811,665 Shares 38,803 Est. Cost $76.90 Unrealized -1.2%
USB U S Bancorp Del New 0.5%
Value ($000) $2,670,523 Shares 77,519 Est. Cost $38.83 Unrealized -4.1%
UDR Utd Dominion Rlty Tr Inc 0.5%
Value ($000) $2,527,472 Shares 69,170 Est. Cost $31.03 Unrealized +16.9%
Aptiv Plc 0.4%
Value ($000) $2,176,556 Shares 44,203 Est. Cost $49240.01 Unrealized
V Visa Inc 0.4%
Value ($000) $1,963,583 Shares 12,187 Est. Cost $100.59 Unrealized +79.6%
MDLZ Mondelez Intl Inc Cl A 0.3%
Value ($000) $1,639,369 Shares 32,735 Est. Cost $28.07 Unrealized +66.4%
TFC Truist Finl Corp Com 0.3%
Value ($000) $1,638,011 Shares 53,113 Est. Cost $40.39 Unrealized -10.9%
JPM Jpmorgan Chase & Co 0.3%
Value ($000) $1,446,885 Shares 16,071 Est. Cost $84.69 Unrealized +22.3%
GOOGL Alphabet Inc. Class A 0.3%
Value ($000) $1,421,065 Shares 1,223 Est. Cost $41.23 Unrealized +63.1%
MCD Mc Donalds Corp 0.3%
Value ($000) $1,416,938 Shares 8,569 Est. Cost $133.73 Unrealized +28.5%
EFA iShares MSCI EAFE 0.3%
Value ($000) $1,408,904 Shares 26,354 Est. Cost $5883.34 Unrealized
CSX C S X Corp 0.2%
Value ($000) $1,293,318 Shares 22,571 Est. Cost $7.46 Unrealized +189.1%
PFF Ishares U S Pfd Etf 0.2%
Value ($000) $1,263,570 Shares 39,685 Est. Cost $18847.16 Unrealized
AMZN Amazon Com Inc 0.2%
Value ($000) $1,216,625 Shares 624 Est. Cost $57.84 Unrealized +67.3%
MRSH Marsh & Mc Lennan Co Inc 0.2%
Value ($000) $1,196,687 Shares 13,841 Est. Cost $85.31 Unrealized +14.1%
META Facebook Inc Class A 0.2%
Value ($000) $1,162,096 Shares 6,967 Est. Cost $145.52 Unrealized +33.6%
XOM Exxon Mobil Corporation 0.2%
Value ($000) $1,138,552 Shares 29,986 Est. Cost $55.43 Unrealized -24.1%
VTI Vanguard Total Stock Mkt 0.2%
Value ($000) $1,131,886 Shares 8,780 Est. Cost $22792.71 Unrealized
AGG Ishares Barclays Aggregate Bond 0.2%
Value ($000) $1,124,388 Shares 9,746 Est. Cost $32177.35 Unrealized
1/100 Berkshire Htwy Cla 0.2%
Value ($000) $1,088,000 Shares 400 Est. Cost $798275.00 Unrealized
IWR Ishares Russell Midcap 0.2%
Value ($000) $1,078,559 Shares 24,984 Est. Cost $55.31 Unrealized
IWB Ishares Tr Russell 0.2%
Value ($000) $1,004,863 Shares 7,100 Est. Cost $6849.97 Unrealized
PG Procter & Gamble 0.2%
Value ($000) $997,570 Shares 9,069 Est. Cost $82.61 Unrealized +25.7%
KO Coca Cola Company 0.2%
Value ($000) $995,682 Shares 22,501 Est. Cost $32.64 Unrealized +37.8%
VZ Verizon Communications 0.2%
Value ($000) $846,126 Shares 15,748 Est. Cost $34.02 Unrealized +20.5%
ITW Illinois Tool Works Inc 0.1%
Value ($000) $781,028 Shares 5,496 Est. Cost $103.65 Unrealized +42.4%
CSCO Cisco Systems Inc 0.1%
Value ($000) $758,515 Shares 19,296 Est. Cost $28.74 Unrealized +27.6%
AMGN Amgen Incorporated 0.1%
Value ($000) $754,967 Shares 3,724 Est. Cost $124.27 Unrealized +46.6%
BIIB Biogen Idec Inc 0.1%
Value ($000) $724,510 Shares 2,290 Est. Cost $260.13 Unrealized +16.7%
AUB Atlantic Un Bankshares Corp 0.1%
Value ($000) $714,619 Shares 32,631 Est. Cost $27.30 Unrealized -9.2%
DEO Diageo Plc New Adr 0.1%
Value ($000) $696,490 Shares 5,479 Est. Cost $17857.55 Unrealized
KMX Carmax Inc 0.1%
Value ($000) $681,757 Shares 12,665 Est. Cost $74.76 Unrealized +13.2%
INTC Intel Corp 0.1%
Value ($000) $665,775 Shares 12,302 Est. Cost $36.43 Unrealized +43.6%
BAC Bank Of America Corp 0.1%
Value ($000) $643,821 Shares 30,326 Est. Cost $13.57 Unrealized +91.0%
LOW Lowes Companies Inc 0.1%
Value ($000) $631,014 Shares 7,333 Est. Cost $81.55 Unrealized +20.5%
RJF Raymond James Finl Inc 0.1%
Value ($000) $626,944 Shares 9,920 Est. Cost $55.11 Unrealized -6.6%
IWP Ishares Russell Midcap Growth 0.1%
Value ($000) $619,015 Shares 5,091 Est. Cost $96.35 Unrealized
IBM Intl Business Machines 0.1%
Value ($000) $587,596 Shares 5,297 Est. Cost $103.01 Unrealized -4.6%
SBUX Starbucks Corp 0.1%
Value ($000) $577,879 Shares 8,790 Est. Cost $56.95 Unrealized +24.7%
APD Air Prod & Chemicals Inc 0.1%
Value ($000) $568,889 Shares 2,850 Est. Cost $84.78 Unrealized +132.4%
NFLX Netflix Inc 0.1%
Value ($000) $563,626 Shares 1,501 Est. Cost $21.61 Unrealized +63.7%
SCHX Schwab US Large-Cap ETF 0.1%
Value ($000) $559,615 Shares 9,137 Est. Cost $63297.22 Unrealized
IYH iShares US Healthcare 0.1%
Value ($000) $550,254 Shares 2,930 Est. Cost $187800.00 Unrealized
ABT Abbott Laboratories 0.1%
Value ($000) $529,139 Shares 6,706 Est. Cost $54.94 Unrealized +37.1%
MMM 3m Company 0.1%
Value ($000) $487,153 Shares 3,569 Est. Cost $103.05 Unrealized +2.8%
GVI iShares Interm Government/Credit Bd 0.1%
Value ($000) $485,845 Shares 4,235 Est. Cost $110.81 Unrealized
Tri Continental Corp 0.1%
Value ($000) $475,389 Shares 22,735 Est. Cost $19.97 Unrealized
VNQ Vanguard Reit 0.1%
Value ($000) $468,624 Shares 6,709 Est. Cost $93.16 Unrealized
SYY Sysco Corporation 0.1%
Value ($000) $464,528 Shares 10,180 Est. Cost $29.63 Unrealized +98.6%
NSC Norfolk Southern Corp 0.1%
Value ($000) $456,980 Shares 3,130 Est. Cost $111.31 Unrealized +47.0%
HON Honeywell International 0.1%
Value ($000) $451,541 Shares 3,375 Est. Cost $96.58 Unrealized +41.4%
WM Waste Management, INC. 0.1%
Value ($000) $434,618 Shares 4,696 Est. Cost $102.78 Unrealized +1.3%
XLV Sector Spdr Health Fund 0.1%
Value ($000) $420,224 Shares 4,744 Est. Cost $86.48 Unrealized
COST Costco Whsl Corp New 0.1%
Value ($000) $418,523 Shares 1,468 Est. Cost $187.59 Unrealized +48.1%
VO Vanguard Mid-Cap ETF 0.1%
Value ($000) $391,881 Shares 2,977 Est. Cost $70120.55 Unrealized
DUK Duke Energy New 0.1%
Value ($000) $387,334 Shares 4,789 Est. Cost $56.31 Unrealized +29.1%
IWN Ishares Russell 2000 Value ETF 0.1%
Value ($000) $380,537 Shares 4,639 Est. Cost $13406.76 Unrealized
ABBV Abbvie Inc Com Usd0.01 0.1%
Value ($000) $375,769 Shares 4,932 Est. Cost $46.21 Unrealized +45.4%
ADP Auto Data Processing 0.1%
Value ($000) $369,717 Shares 2,705 Est. Cost $72.17 Unrealized +96.7%
QCOM Qualcomm Inc 0.1%
Value ($000) $356,148 Shares 5,265 Est. Cost $60.51 Unrealized +18.9%
GNW Genworth Financial Inc 0.1%
Value ($000) $342,627 Shares 103,201 Est. Cost $4.19 Unrealized -1.0%
TMO Thermo Electron Corp 0.1%
Value ($000) $335,782 Shares 1,184 Est. Cost $165.89 Unrealized +87.2%
GD General Dynamics Corp 0.1%
Value ($000) $330,510 Shares 2,498 Est. Cost $96.49 Unrealized +50.2%
UPS United Parcel Service B 0.1%
Value ($000) $327,157 Shares 3,502 Est. Cost $78.24 Unrealized +4.7%
TT Trane Technologies PLC 0.1%
Value ($000) $321,440 Shares 3,892 Est. Cost $93.73 Unrealized 0.0%
CVS C V S Corp Del 0.1%
Value ($000) $306,860 Shares 5,172 Est. Cost $67.82 Unrealized -18.4%
XLU Select Sector Spdr Trust The Utilities Select Sect 0.1%
Value ($000) $305,627 Shares 5,516 Est. Cost $19081.43 Unrealized
VYM Vanguard Index Funds Vanguard High Dividend Yield 0.1%
Value ($000) $304,794 Shares 4,308 Est. Cost $87379.44 Unrealized
IUSG iShares Russell 3000 Growth 0.1%
Value ($000) $296,868 Shares 5,200 Est. Cost $61.83 Unrealized
TG Tredegar Corporation 0.1%
Value ($000) $286,811 Shares 18,350 Est. Cost $10.04 Unrealized +14.1%
BX Blackstone Group LP 0.1%
Value ($000) $282,762 Shares 6,205 Est. Cost $41.21 Unrealized +9.8%
AXP American Express Company 0.1%
Value ($000) $280,503 Shares 3,277 Est. Cost $77.56 Unrealized +38.7%
ADBE Adobe Systems Inc 0.0%
Value ($000) $277,824 Shares 873 Est. Cost $211.35 Unrealized +61.8%
LLY Eli Lilly and Co 0.0%
Value ($000) $275,914 Shares 1,989 Est. Cost $98.96 Unrealized +29.5%
Community Bankers Trust Corp 0.0%
Value ($000) $273,055 Shares 56,300 Est. Cost $4.60 Unrealized
NSRGY Nestle S A Reg B Adr 0.0%
Value ($000) $267,035 Shares 2,598 Est. Cost $41068.27 Unrealized
EMR Emerson Electric Co 0.0%
Value ($000) $266,840 Shares 5,600 Est. Cost $49.44 Unrealized +16.8%
Stanley Furniture New 0.0%
Value ($000) $262,619 Shares 583,597 Est. Cost $0.49 Unrealized
VB Vanguard Small Cap 0.0%
Value ($000) $260,086 Shares 2,253 Est. Cost $165302.10 Unrealized
MCHP Microchip Technology Inc 0.0%
Value ($000) $258,548 Shares 3,813 Est. Cost $16.29 Unrealized +157.9%
PALL ETFS Physical Palladium 0.0%
Value ($000) $249,961 Shares 1,125 Est. Cost $101.33 Unrealized
BR Broadridge Finl Solution 0.0%
Value ($000) $246,937 Shares 2,604 Est. Cost $31.74 Unrealized +225.1%
FFXDF Fairfax India Ho-Sub Com Sub Vtg Shs Isi 0.0%
Value ($000) $237,110 Shares 36,200 Est. Cost $15.95 Unrealized -29.3%
AMAT Applied Materials Inc 0.0%
Value ($000) $236,569 Shares 5,163 Est. Cost $42.04 Unrealized +29.3%
SCHG Schwab US Large-Cap Growth ETF 0.0%
Value ($000) $233,001 Shares 2,925 Est. Cost $83208.14 Unrealized
CRM Salesforce Com 0.0%
Value ($000) $231,376 Shares 1,607 Est. Cost $126.40 Unrealized +34.0%
ORCL Oracle Corporation 0.0%
Value ($000) $225,943 Shares 4,675 Est. Cost $38.21 Unrealized +24.3%
DVY Ishares Dj Select Div Fd 0.0%
Value ($000) $221,576 Shares 3,013 Est. Cost $105660.14 Unrealized
XLF Sector Spdr Fincl Select 0.0%
Value ($000) $219,172 Shares 10,527 Est. Cost $20819.99 Unrealized
PYPL Paypal Hldgs Inc 0.0%
Value ($000) $215,224 Shares 2,248 Est. Cost $90.13 Unrealized +22.2%
VXUS Vanguard Total International Stock ETF 0.0%
Value ($000) $214,164 Shares 5,104 Est. Cost $56.78 Unrealized
TDY Teledyne Technologies 0.0%
Value ($000) $210,467 Shares 708 Est. Cost $228.00 Unrealized +50.7%
VIGI Vanguard Intl Div Apprec ETF 0.0%
Value ($000) $202,429 Shares 3,471 Est. Cost $61647.63 Unrealized
ADSK Autodesk Inc 0.0%
Value ($000) $196,998 Shares 1,262 Est. Cost $143.79 Unrealized +27.6%
SO The Southern Company 0.0%
Value ($000) $196,258 Shares 3,625 Est. Cost $36.72 Unrealized +37.5%
SCHD Schwab US Dividend Equity ETF 0.0%
Value ($000) $190,905 Shares 4,244 Est. Cost $53073.05 Unrealized
BA Boeing Co 0.0%
Value ($000) $189,867 Shares 1,273 Est. Cost $275.75 Unrealized -1.1%
IBB Ishares Nasdaq Biotechnology 0.0%
Value ($000) $188,545 Shares 1,750 Est. Cost $96.57 Unrealized
VOO Vanguard 500 ETF 0.0%
Value ($000) $187,561 Shares 792 Est. Cost $276249.88 Unrealized
XLY Sector Spdr Consumer Fd 0.0%
Value ($000) $187,039 Shares 1,907 Est. Cost $76401.93 Unrealized
DHR Danaher Corp Del 0.0%
Value ($000) $186,715 Shares 1,349 Est. Cost $78.78 Unrealized +66.7%
T A T & T Inc New 0.0%
Value ($000) $183,004 Shares 6,278 Est. Cost $15.52 Unrealized +17.1%
CI Cigna Corp 0.0%
Value ($000) $182,850 Shares 1,032 Est. Cost $164.52 Unrealized +7.9%
KHC Kraft Heinz Co Com 0.0%
Value ($000) $182,482 Shares 7,376 Est. Cost $49.07 Unrealized -57.9%
ENB Enbridge Inc 0.0%
Value ($000) $180,096 Shares 6,191 Est. Cost $20.62 Unrealized +21.3%
ARCC Ares Capital Corp 0.0%
Value ($000) $178,937 Shares 16,599 Est. Cost $9.69 Unrealized -1.2%
IYJ iShares US Industrials 0.0%
Value ($000) $178,227 Shares 1,435 Est. Cost $128.42 Unrealized
LMT Lockheed Martin Corp 0.0%
Value ($000) $174,714 Shares 515 Est. Cost $282.36 Unrealized +18.6%
ISRG Intuitive Surgical New 0.0%
Value ($000) $173,324 Shares 350 Est. Cost $177.30 Unrealized +3.3%
Walgreen Boots Alliance Inc Com 0.0%
Value ($000) $171,471 Shares 3,748 Est. Cost $17319.50 Unrealized
CAT Caterpillar Inc 0.0%
Value ($000) $162,456 Shares 1,400 Est. Cost $111.09 Unrealized +2.1%
ELV Anthem Inc 0.0%
Value ($000) $161,865 Shares 713 Est. Cost $241.78 Unrealized +4.0%
Unilever N V Ny Shs Newf 0.0%
Value ($000) $160,763 Shares 3,295 Est. Cost $5707.92 Unrealized
Brookfield Property REIT Inc 0.0%
Value ($000) $160,520 Shares 18,907 Est. Cost $5913.60 Unrealized
NOC Northrop Grumman Corp 0.0%
Value ($000) $160,352 Shares 530 Est. Cost $318.67 Unrealized -1.0%
NVDA Nvidia Corp 0.0%
Value ($000) $159,478 Shares 605 Est. Cost $4.20 Unrealized +49.6%
VOE Vanguard Mid Cap Value 0.0%
Value ($000) $156,808 Shares 1,929 Est. Cost $111340.07 Unrealized
SCHB Schw US Brd Mkt Etf 0.0%
Value ($000) $156,650 Shares 2,592 Est. Cost $70528.34 Unrealized
JCI Johnson Controls Inc 0.0%
Value ($000) $155,290 Shares 5,760 Est. Cost $28.21 Unrealized +16.8%
TRV Travelers Companies Inc 0.0%
Value ($000) $153,179 Shares 1,542 Est. Cost $110.08 Unrealized -0.4%
22nd Century Group Inc 0.0%
Value ($000) $150,000 Shares 200,000 Est. Cost $2.26 Unrealized
FS KKR Capital Corp 0.0%
Value ($000) $144,311 Shares 48,104 Est. Cost $3069.51 Unrealized
VTV Vanguard Value ETF 0.0%
Value ($000) $132,967 Shares 1,493 Est. Cost $110568.04 Unrealized
NVS Novartis A G Spon Adr 0.0%
Value ($000) $131,178 Shares 1,591 Est. Cost $34616.00 Unrealized
ACNT Synalloy Corp 0.0%
Value ($000) $130,950 Shares 15,000 Est. Cost $16.00 Unrealized -24.7%
Canadian Pac Railway 0.0%
Value ($000) $130,656 Shares 595 Est. Cost $211.76 Unrealized
BMY Bristol-Myers Squibb Co 0.0%
Value ($000) $128,369 Shares 2,303 Est. Cost $44.83 Unrealized +8.4%
LHX L3Harris Technologies Ord 0.0%
Value ($000) $126,444 Shares 702 Est. Cost $180.52 Unrealized +0.8%
ECL Ecolab Inc 0.0%
Value ($000) $124,508 Shares 799 Est. Cost $139.75 Unrealized +26.2%
General Electric Company 0.0%
Value ($000) $124,396 Shares 15,667 Est. Cost $25.19 Unrealized
CHS Inc 0.0%
Value ($000) $124,301 Shares 4,980 Est. Cost $27370.08 Unrealized
COF Capital One Financial Cp 0.0%
Value ($000) $123,590 Shares 2,451 Est. Cost $85.57 Unrealized -7.1%
CHCO City Holding Co 0.0%
Value ($000) $123,214 Shares 1,852 Est. Cost $63.61 Unrealized -3.1%
AEP Amer Electric Pwr Co Inc 0.0%
Value ($000) $122,916 Shares 1,537 Est. Cost $69.21 Unrealized +10.6%
EHC Encompass Health Corp 0.0%
Value ($000) $122,810 Shares 1,918 Est. Cost $55.24 Unrealized -2.7%
GLW Corning Inc 0.0%
Value ($000) $122,398 Shares 5,959 Est. Cost $26.48 Unrealized -16.5%
Raytheon Company New 0.0%
Value ($000) $120,953 Shares 922 Est. Cost $168153.60 Unrealized
PEY Invesco High Yield Eq Div Achiev ETF 0.0%
Value ($000) $120,914 Shares 9,337 Est. Cost $17869.98 Unrealized
TGT Target Corporation 0.0%
Value ($000) $120,675 Shares 1,298 Est. Cost $77.17 Unrealized +23.1%
AJG Arthur J Gallagher & Co 0.0%
Value ($000) $120,309 Shares 1,476 Est. Cost $65.26 Unrealized +37.0%
Eaton Vance Cp Non Vtg 0.0%
Value ($000) $119,003 Shares 3,690 Est. Cost $32250.13 Unrealized
NEE Nextera Energy Inc Com 0.0%
Value ($000) $116,219 Shares 483 Est. Cost $39.18 Unrealized +38.6%
SRE Sempra Energy 0.0%
Value ($000) $115,928 Shares 1,026 Est. Cost $45.57 Unrealized +28.2%
SCHZ Schwab US Aggregate Bond ETF 0.0%
Value ($000) $115,722 Shares 2,132 Est. Cost $33306.08 Unrealized
NTAP NetApp Inc 0.0%
Value ($000) $113,814 Shares 2,730 Est. Cost $44.94 Unrealized -1.9%
Bay Banks of Virginia Inc 0.0%
Value ($000) $113,191 Shares 20,731 Est. Cost $9.41 Unrealized
MS Morgan Stanley 0.0%
Value ($000) $111,391 Shares 3,276 Est. Cost $37.62 Unrealized +4.1%
VHT Vanguard Health Care ETF 0.0%
Value ($000) $110,764 Shares 667 Est. Cost $178310.52 Unrealized
WFC Wells Fargo & Co New 0.0%
Value ($000) $108,974 Shares 3,797 Est. Cost $40.03 Unrealized -8.5%
TXN Texas Instruments Inc 0.0%
Value ($000) $107,425 Shares 1,075 Est. Cost $92.17 Unrealized +10.3%
Qwest Corp 0.0%
Value ($000) $106,273 Shares 4,980 Est. Cost $21339.96 Unrealized
AVY Avery Dennison Corp 0.0%
Value ($000) $101,870 Shares 1,000 Est. Cost $94.30 Unrealized +17.5%
WSO Watsco Inc 0.0%
Value ($000) $101,627 Shares 643 Est. Cost $169.13 Unrealized -0.2%
SUI Sun Communities Inc 0.0%
Value ($000) $99,880 Shares 800 Est. Cost $150100.00 Unrealized
VLO Valero Energy Corp New 0.0%
Value ($000) $99,792 Shares 2,200 Est. Cost $59.91 Unrealized -4.6%
ZTS Zoetis Inc 0.0%
Value ($000) $98,977 Shares 841 Est. Cost $92.15 Unrealized +36.0%
BAX Baxter International Inc 0.0%
Value ($000) $96,210 Shares 1,185 Est. Cost $64.98 Unrealized +18.1%
PRU Prudential Financial Inc 0.0%
Value ($000) $95,937 Shares 1,840 Est. Cost $66.16 Unrealized -10.9%
DIA Diamonds TRUST Series I 0.0%
Value ($000) $95,584 Shares 436 Est. Cost $178951.78 Unrealized
ROKU Roku Inc Com Cl A 0.0%
Value ($000) $95,441 Shares 1,091 Est. Cost $56.98 Unrealized +102.0%
GIL Gildan Activewear Inc 0.0%
Value ($000) $93,531 Shares 7,330 Est. Cost $25.04 Unrealized -12.7%
CNI Canadian Natl Ry Co 0.0%
Value ($000) $92,768 Shares 1,195 Est. Cost $76.01 Unrealized +2.5%
NKE Nike Inc Class B 0.0%
Value ($000) $92,622 Shares 1,119 Est. Cost $76.89 Unrealized +11.7%
Xilinx Inc 0.0%
Value ($000) $92,359 Shares 1,185 Est. Cost $95.36 Unrealized
KXI iShares Global Consumer Staples 0.0%
Value ($000) $91,843 Shares 1,921 Est. Cost $54.66 Unrealized
Tri-County Financial Cp 0.0%
Value ($000) $91,494 Shares 4,140 Est. Cost $33.33 Unrealized
LUV Southwest Airlines Co 0.0%
Value ($000) $91,233 Shares 2,562 Est. Cost $53.20 Unrealized -13.6%
Unilever Plc Adr New 0.0%
Value ($000) $91,127 Shares 1,802 Est. Cost $39209.28 Unrealized
APH Amphenol Corp Cl A 0.0%
Value ($000) $90,590 Shares 1,243 Est. Cost $21.65 Unrealized +4.1%
ROST Ross Stores Inc 0.0%
Value ($000) $86,622 Shares 996 Est. Cost $85.58 Unrealized +17.7%
Ohr Pharmaceutical Inc 0.0%
Value ($000) $86,152 Shares 12,100 Est. Cost $659.01 Unrealized
IR Ingersoll-Rand plc 0.0%
Value ($000) $84,494 Shares 3,407 Est. Cost $31.60 Unrealized 0.0%
RPM Rpm International Inc 0.0%
Value ($000) $83,300 Shares 1,400 Est. Cost $64.41 Unrealized +6.9%
IQLT iShares Edge MSCI Intl Quality Fctr ETF 0.0%
Value ($000) $82,901 Shares 3,207 Est. Cost $29.62 Unrealized
URI United Rentals Inc 0.0%
Value ($000) $81,806 Shares 795 Est. Cost $146.85 Unrealized -12.6%
CBRE CBRE Group Inc 0.0%
Value ($000) $81,265 Shares 2,155 Est. Cost $52.59 Unrealized +5.1%
Capital One Finl Corp Pfd Ser F 6.2 12/29/2049 0.0%
Value ($000) $79,746 Shares 3,320 Est. Cost $25880.12 Unrealized
Qwest Corp Nt 7 2056 0.0%
Value ($000) $76,128 Shares 3,320 Est. Cost $22930.12 Unrealized
FTNT Fortinet Inc 0.0%
Value ($000) $75,878 Shares 750 Est. Cost $15.29 Unrealized +40.2%
AMT Amern Tower Corp Class A 0.0%
Value ($000) $75,777 Shares 348 Est. Cost $163.78 Unrealized +20.4%
C Citigroup Inc 0.0%
Value ($000) $75,690 Shares 1,797 Est. Cost $50.69 Unrealized +6.9%
Digital Rlty Tr Inc 6.625 Pfd Ser C 0.0%
Value ($000) $75,570 Shares 3,000 Est. Cost $9180.78 Unrealized
DE Deere & Co 0.0%
Value ($000) $74,471 Shares 539 Est. Cost $143.81 Unrealized +1.3%
CCI Crown Castle Intl Corp 0.0%
Value ($000) $74,222 Shares 514 Est. Cost $98.81 Unrealized +16.3%
QUAL iShares Edge MSCI USA Quality Factor ETF 0.0%
Value ($000) $74,071 Shares 914 Est. Cost $91.90 Unrealized
AIVL WisdomTree US Dividend ex-Financials ETF 0.0%
Value ($000) $73,956 Shares 1,145 Est. Cost $85489.95 Unrealized
BEP Brookfield Renewable Partners LP 0.0%
Value ($000) $72,658 Shares 1,710 Est. Cost $46594.65 Unrealized
WTW Willis Towers Watson PLC 0.0%
Value ($000) $72,526 Shares 427 Est. Cost $136.53 Unrealized +32.9%
Citigroup Inc 0.0%
Value ($000) $72,492 Shares 2,800 Est. Cost $25890.00 Unrealized
NUE Nucor Corp 0.0%
Value ($000) $72,040 Shares 2,000 Est. Cost $54.36 Unrealized -27.3%
Royal Dutch Shell A Adrf 0.0%
Value ($000) $70,059 Shares 2,008 Est. Cost $37850.06 Unrealized
Qwest Corp 0.0%
Value ($000) $68,757 Shares 3,320 Est. Cost $20709.94 Unrealized
MCK Mckesson Corporation 0.0%
Value ($000) $68,712 Shares 508 Est. Cost $123.13 Unrealized +14.4%
MAIN Main Str Cap Corp Com 0.0%
Value ($000) $68,380 Shares 3,334 Est. Cost $39.38 Unrealized -5.0%
DPZ Dominos Pizza Inc 0.0%
Value ($000) $68,055 Shares 210 Est. Cost $287.28 Unrealized 0.0%
ALL Allstate Corporation 0.0%
Value ($000) $67,146 Shares 732 Est. Cost $86.89 Unrealized +8.5%
WRB Berkley W R Corp 0.0%
Value ($000) $66,412 Shares 1,273 Est. Cost $20.66 Unrealized +27.0%
AON Aon Plc Com Usd0.01 Cl A 0.0%
Value ($000) $66,016 Shares 400 Est. Cost $195.70 Unrealized 0.0%
KMB Kimberly-Clark Corp 0.0%
Value ($000) $65,086 Shares 509 Est. Cost $88.61 Unrealized +26.5%
EVRG Evergy Inc 0.0%
Value ($000) $62,867 Shares 1,142 Est. Cost $42.89 Unrealized +21.3%
DES WisdomTree SmallCap Dividend ETF 0.0%
Value ($000) $62,511 Shares 3,469 Est. Cost $27539.93 Unrealized
XYL Xylem Inc 0.0%
Value ($000) $62,004 Shares 952 Est. Cost $69.65 Unrealized +5.5%
DON WisdomTree US MidCap Dividend ETF 0.0%
Value ($000) $61,946 Shares 2,564 Est. Cost $35790.17 Unrealized
A Agilent Technologies Inc 0.0%
Value ($000) $61,887 Shares 864 Est. Cost $73.17 Unrealized +5.4%
INTU Intuit Inc 0.0%
Value ($000) $61,640 Shares 268 Est. Cost $220.75 Unrealized +18.2%
BKNG Booking Hldgs Inc 0.0%
Value ($000) $60,539 Shares 45 Est. Cost $1770.56 Unrealized -2.5%
ES Eversource Energy 0.0%
Value ($000) $58,892 Shares 753 Est. Cost $52.10 Unrealized +35.7%
VOOV Vanguard S&P 500 Value ETF 0.0%
Value ($000) $58,406 Shares 626 Est. Cost $112410.55 Unrealized
VEA Vanguard FTSE International 0.0%
Value ($000) $56,778 Shares 1,703 Est. Cost $42.02 Unrealized
SBAC S B A Communications Cp 0.0%
Value ($000) $56,424 Shares 209 Est. Cost $148.26 Unrealized +64.9%
GEN Symantec Corp 0.0%
Value ($000) $56,224 Shares 3,005 Est. Cost $12.38 Unrealized +26.3%
Liberty Media Corp Delaware Com C Siriusxm 0.0%
Value ($000) $55,177 Shares 1,745 Est. Cost $41.83 Unrealized
PAYX Paychex Inc 0.0%
Value ($000) $55,055 Shares 875 Est. Cost $69.44 Unrealized -2.9%
UVV Universal Corp Va 0.0%
Value ($000) $53,370 Shares 1,207 Est. Cost $59.36 Unrealized -15.9%
ZBH Zimmer Biomet Holdings Inc 0.0%
Value ($000) $50,540 Shares 500 Est. Cost $112.17 Unrealized +11.3%
KNSL Kinsale Cap Group Inc Com 0.0%
Value ($000) $49,652 Shares 475 Est. Cost $94.71 Unrealized +17.7%
Blackrock Inc 0.0%
Value ($000) $47,957 Shares 109 Est. Cost $242214.11 Unrealized
EW Edwards Lifesciences Cp 0.0%
Value ($000) $46,023 Shares 244 Est. Cost $49.61 Unrealized +45.4%
NuStar Energy LP 0.0%
Value ($000) $45,194 Shares 4,150 Est. Cost $24070.12 Unrealized
JBSS Sanfilippo John B & Son Inc 0.0%
Value ($000) $44,700 Shares 500 Est. Cost $75.10 Unrealized +7.3%
FNF Fidelity Natl Finl Inc 0.0%
Value ($000) $44,087 Shares 1,772 Est. Cost $33.65 Unrealized -10.9%
CEF Central Fd Cda Ltd Cla 0.0%
Value ($000) $43,860 Shares 3,000 Est. Cost $11.67 Unrealized
RWR Spdr Dow Jones Reit 0.0%
Value ($000) $43,681 Shares 605 Est. Cost $92.56 Unrealized
EL Lauder Estee Co Inc Cl A 0.0%
Value ($000) $43,022 Shares 270 Est. Cost $132.42 Unrealized +34.8%
PNC Pnc Finl Services Gp Inc 0.0%
Value ($000) $42,404 Shares 443 Est. Cost $109.48 Unrealized -1.0%
THG Hanover Insurance Group 0.0%
Value ($000) $40,761 Shares 450 Est. Cost $98.07 Unrealized +9.6%
QQQ PowerShares QQQ ETF 0.0%
Value ($000) $39,794 Shares 209 Est. Cost $153.77 Unrealized
WPC W P Carey Inc 0.0%
Value ($000) $39,436 Shares 679 Est. Cost $78541.48 Unrealized
INGR Ingredion Inc 0.0%
Value ($000) $39,411 Shares 522 Est. Cost $102.11 Unrealized -15.9%
ETN Eaton Corporation 0.0%
Value ($000) $39,233 Shares 505 Est. Cost $71.22 Unrealized +16.0%
SLV iShares Silver Trust 0.0%
Value ($000) $39,150 Shares 3,000 Est. Cost $13.67 Unrealized
SDOG ALPS Sector Dividend Dogs ETF 0.0%
Value ($000) $39,062 Shares 1,248 Est. Cost $45.67 Unrealized
CL Colgate-Palmolive Co 0.0%
Value ($000) $39,020 Shares 588 Est. Cost $55.97 Unrealized +9.9%
MTG M G I C Investment Corp 0.0%
Value ($000) $37,148 Shares 5,850 Est. Cost $12.39 Unrealized -2.5%
TROW Rowe T Price Group Inc 0.0%
Value ($000) $36,487 Shares 374 Est. Cost $82.81 Unrealized +15.4%
HIW Highwoods Pptys Inc 0.0%
Value ($000) $36,022 Shares 1,017 Est. Cost $47.20 Unrealized
ED Consolidated Edison Hldg Co Inc 0.0%
Value ($000) $34,320 Shares 440 Est. Cost $60.48 Unrealized +17.1%
AVGO Avago Technologies Ltd 0.0%
Value ($000) $34,142 Shares 144 Est. Cost $19.57 Unrealized +24.1%
Apollo Global Management LLC Class A 0.0%
Value ($000) $33,500 Shares 1,000 Est. Cost $37.00 Unrealized
O Realty Income Corp 0.0%
Value ($000) $32,409 Shares 650 Est. Cost $49.24 Unrealized +5.3%
DOW Dow Chemical Company 0.0%
Value ($000) $32,252 Shares 1,103 Est. Cost $36.41 Unrealized -16.0%
SCHF Schwab International Equity ETF 0.0%
Value ($000) $32,117 Shares 1,243 Est. Cost $32089.93 Unrealized
KNX Knight Swift Transn Hldgs Inc 0.0%
Value ($000) $31,160 Shares 950 Est. Cost $32.54 Unrealized +2.2%
CMI Cummins Inc 0.0%
Value ($000) $31,076 Shares 230 Est. Cost $138.62 Unrealized -2.8%
GS Goldman Sachs Group Inc 0.0%
Value ($000) $30,918 Shares 200 Est. Cost $174.57 Unrealized +5.6%
IYW Ishares U S Technology Etf 0.0%
Value ($000) $30,659 Shares 150 Est. Cost $153.33 Unrealized
MRNA Moderna Inc 0.0%
Value ($000) $29,950 Shares 1,000 Est. Cost $23.01 Unrealized 0.0%
MAR Marriott Intl Inc Cl A 0.0%
Value ($000) $29,924 Shares 400 Est. Cost $111.82 Unrealized +7.0%
AEE Ameren Corporation 0.0%
Value ($000) $29,860 Shares 410 Est. Cost $51.05 Unrealized +31.0%
EBAY Ebay Inc 0.0%
Value ($000) $29,729 Shares 989 Est. Cost $31.39 Unrealized +0.4%
CTSH Cognizant Tech Sol Cl A 0.0%
Value ($000) $29,276 Shares 630 Est. Cost $69.88 Unrealized -22.0%
SYK Stryker Corp 0.0%
Value ($000) $29,136 Shares 175 Est. Cost $158.95 Unrealized +15.3%
Weingarten Rlty Invs Sbi 0.0%
Value ($000) $28,629 Shares 1,984 Est. Cost $29.74 Unrealized
HPQ Hewlett-Packard Company 0.0%
Value ($000) $28,453 Shares 1,639 Est. Cost $18.79 Unrealized -12.2%
AAP Advance Auto Parts Inc 0.0%
Value ($000) $27,996 Shares 300 Est. Cost $124.71 Unrealized -8.4%
OMC Omnicom Group Inc 0.0%
Value ($000) $27,421 Shares 499 Est. Cost $53.66 Unrealized +6.5%
DD Dupont De Nemours Inc 0.0%
Value ($000) $27,382 Shares 803 Est. Cost $27.24 Unrealized -33.4%
GH Guardant Health Inc 0.0%
Value ($000) $27,353 Shares 393 Est. Cost $69.45 Unrealized +10.5%
LBRDK Liberty Broadband Corp 0.0%
Value ($000) $27,016 Shares 244 Est. Cost $109.04 Unrealized +6.9%
TTWO Take-Two Interactive Software Inc 0.0%
Value ($000) $26,213 Shares 221 Est. Cost $121.70 Unrealized -2.9%
Duke Energy Corp New Dp Rep Pfd A 0.0%
Value ($000) $25,980 Shares 1,000 Est. Cost $26420.00 Unrealized
SHW Sherwin Williams Co 0.0%
Value ($000) $25,733 Shares 56 Est. Cost $180.64 Unrealized -5.2%
BP Bp Plc Adr 0.0%
Value ($000) $25,561 Shares 1,048 Est. Cost $16879.52 Unrealized
CDK GLOBAL INC 0.0%
Value ($000) $25,163 Shares 766 Est. Cost $1987.46 Unrealized
Ansys Inc 0.0%
Value ($000) $24,177 Shares 104 Est. Cost $183.57 Unrealized
XLK Sector Spdr Tech Select 0.0%
Value ($000) $24,111 Shares 300 Est. Cost $61.09 Unrealized
EEMV iShares MSCI Emerging Markets Minimum Volatility ETF 0.0%
Value ($000) $23,912 Shares 510 Est. Cost $24353.72 Unrealized
BK Bank of New York Mellon Corp. 0.0%
Value ($000) $23,576 Shares 700 Est. Cost $42.71 Unrealized -17.2%
DLTR Dollar Tree Inc 0.0%
Value ($000) $23,363 Shares 318 Est. Cost $97.19 Unrealized -12.4%
BDX Becton Dickinson & Co 0.0%
Value ($000) $23,348 Shares 102 Est. Cost $220.71 Unrealized +1.9%
2U Inc 0.0%
Value ($000) $23,342 Shares 1,100 Est. Cost $74.55 Unrealized
ST Sensata Technologies Holding N.V. 0.0%
Value ($000) $23,144 Shares 800 Est. Cost $47.59 Unrealized -9.3%
FIS Fidelity Natl Info Svcs 0.0%
Value ($000) $22,868 Shares 188 Est. Cost $122.54 Unrealized +0.5%
LAMR Lamar Advertising Co A 0.0%
Value ($000) $22,768 Shares 444 Est. Cost $89260.67 Unrealized
ATHENE HOLDING LTD 6.35 SER A 0.0%
Value ($000) $22,720 Shares 1,000 Est. Cost $26400.00 Unrealized
MLM Martin Marietta Matrls 0.0%
Value ($000) $22,708 Shares 120 Est. Cost $255.58 Unrealized -10.2%
EA Electronic Arts Inc 0.0%
Value ($000) $22,538 Shares 225 Est. Cost $122.56 Unrealized -16.5%
GLD Spdr Gold TRUST 0.0%
Value ($000) $22,208 Shares 150 Est. Cost $106.67 Unrealized
IYR iShares US Real Estate ETF 0.0%
Value ($000) $22,193 Shares 319 Est. Cost $78.37 Unrealized
TOWN Townebank Portsmouth Va 0.0%
Value ($000) $21,599 Shares 1,194 Est. Cost $31.86 Unrealized -22.8%
STZ Constellation Brand Cl A 0.0%
Value ($000) $21,504 Shares 150 Est. Cost $170.74 Unrealized -6.2%
NTRA Natera Inc 0.0%
Value ($000) $21,499 Shares 720 Est. Cost $18.26 Unrealized +83.0%
GPN Global Payments Inc 0.0%
Value ($000) $21,346 Shares 148 Est. Cost $141.56 Unrealized +23.1%
TiVo Corporation 0.0%
Value ($000) $21,240 Shares 3,000 Est. Cost $7080.00 Unrealized
LYV Cce Spinco Inc 0.0%
Value ($000) $20,912 Shares 460 Est. Cost $67.78 Unrealized -8.9%
HIG Hartford Finl Svcs Grp 0.0%
Value ($000) $20,686 Shares 587 Est. Cost $43.91 Unrealized +4.0%
BBY Best Buy Inc 0.0%
Value ($000) $20,463 Shares 359 Est. Cost $58.54 Unrealized +6.7%
Glaxosmithkline Plc Adrf 0.0%
Value ($000) $20,423 Shares 539 Est. Cost $28652.99 Unrealized
Black Knight Inc 0.0%
Value ($000) $20,205 Shares 348 Est. Cost $64481.38 Unrealized
STORE Capital Corp 0.0%
Value ($000) $19,932 Shares 1,100 Est. Cost $18115.82 Unrealized
CTVA Corteva Inc com 0.0%
Value ($000) $19,764 Shares 841 Est. Cost $25.02 Unrealized +2.2%
ET Energy Transfer Equity LP 0.0%
Value ($000) $19,430 Shares 4,224 Est. Cost $1996.11 Unrealized
UGI U G I Corporation New 0.0%
Value ($000) $19,202 Shares 720 Est. Cost $53.89 Unrealized -29.7%
ELS Equity Lifestyle Properties Inc 0.0%
Value ($000) $18,634 Shares 324 Est. Cost $95952.16 Unrealized
MELI Mercadolibre Inc 0.0%
Value ($000) $18,566 Shares 38 Est. Cost $561.75 Unrealized +9.8%
IYM iShares US Basic Materials 0.0%
Value ($000) $18,495 Shares 267 Est. Cost $69269.66 Unrealized
ALLE Allegion PLC 0.0%
Value ($000) $18,404 Shares 200 Est. Cost $76.93 Unrealized +44.0%
YUM Yum Brands Inc 0.0%
Value ($000) $18,229 Shares 266 Est. Cost $83.57 Unrealized 0.0%
PNC Financial Services Group Inc 0.0%
Value ($000) $18,225 Shares 750 Est. Cost $24300.00 Unrealized
KeyCorp 0.0%
Value ($000) $18,188 Shares 750 Est. Cost $24250.67 Unrealized
GLPI Gaming and Leisure Properties Inc 0.0%
Value ($000) $17,956 Shares 648 Est. Cost $43050.77 Unrealized
GBDC Golub Capital BDC Inc 0.0%
Value ($000) $17,559 Shares 1,398 Est. Cost $9.11 Unrealized +0.6%
MSI Motorola Solutions Inc Com New 0.0%
Value ($000) $17,014 Shares 128 Est. Cost $141.65 Unrealized +9.6%
Magellan Midstream Ptnrs 0.0%
Value ($000) $16,421 Shares 450 Est. Cost $6660.99 Unrealized
FAST Fastenal Co 0.0%
Value ($000) $16,250 Shares 520 Est. Cost $15.30 Unrealized -0.9%
Slack Technologies Inc 0.0%
Value ($000) $16,104 Shares 600 Est. Cost $8961.67 Unrealized
WestRock Co 0.0%
Value ($000) $15,769 Shares 558 Est. Cost $52.91 Unrealized
ORLY O Reilly Automotive Inc 0.0%
Value ($000) $15,655 Shares 52 Est. Cost $28.61 Unrealized -10.7%
SNY Sanofi Aventis Adr 0.0%
Value ($000) $15,302 Shares 350 Est. Cost $43688.93 Unrealized
WELL Welltower Inc Com 0.0%
Value ($000) $15,107 Shares 330 Est. Cost $66.78 Unrealized -7.4%
Innovate Biopharmaceuticls Inc 0.0%
Value ($000) $15,096 Shares 30,000 Est. Cost $557.10 Unrealized
CINF Cincinnati Financial Cp 0.0%
Value ($000) $14,788 Shares 196 Est. Cost $93.08 Unrealized -8.3%
GSBD Goldman Sachs Bdc Inc Shs 0.0%
Value ($000) $14,673 Shares 1,190 Est. Cost $20.45 Unrealized -7.6%
HSY Hershey Company 0.0%
Value ($000) $14,567 Shares 110 Est. Cost $108.95 Unrealized +17.9%
MAS Masco Corp 0.0%
Value ($000) $14,519 Shares 420 Est. Cost $39.80 Unrealized -0.6%
PSX Phillips 0.0%
Value ($000) $14,178 Shares 264 Est. Cost $76.37 Unrealized -16.5%
CNP Centerpoint Energy Inc 0.0%
Value ($000) $13,905 Shares 900 Est. Cost $22.93 Unrealized -14.6%
CBSH Commerce Bancshares Inc 0.0%
Value ($000) $13,544 Shares 269 Est. Cost $44.86 Unrealized 0.0%
Dunkin Brands Group Inc Com Usd0.001 0.0%
Value ($000) $13,275 Shares 250 Est. Cost $53100.00 Unrealized
GIS General Mills Inc 0.0%
Value ($000) $13,193 Shares 250 Est. Cost $42.22 Unrealized +2.6%
SCHE Schwab Emerging Markets Equity ETF 0.0%
Value ($000) $13,159 Shares 636 Est. Cost $26617.61 Unrealized
VT Vanguard Total World Stock ETF 0.0%
Value ($000) $12,874 Shares 205 Est. Cost $73.17 Unrealized
BABA Alibaba Group Holding Ltd 0.0%
Value ($000) $12,641 Shares 65 Est. Cost $57854.48 Unrealized
Healthcare Realty TRUST 0.0%
Value ($000) $12,569 Shares 450 Est. Cost $28.89 Unrealized
MHLD 8.25 PERP A Maiden Holdings Ltdpref Shs Ser A 0.0%
Value ($000) $12,560 Shares 2,000 Est. Cost $13.25 Unrealized
ROP Roper Industries Inc 0.0%
Value ($000) $12,472 Shares 40 Est. Cost $282.40 Unrealized +21.2%
Berry Plastics Group Inc 0.0%
Value ($000) $12,001 Shares 356 Est. Cost $51324.68 Unrealized
Liberty Media Group 0.0%
Value ($000) $11,872 Shares 436 Est. Cost $41.28 Unrealized
ALC Alcon Inc Ord Shs 0.0%
Value ($000) $11,384 Shares 224 Est. Cost $58.28 Unrealized -2.8%
YUMC Yum China Hldgs Inc Com 0.0%
Value ($000) $11,382 Shares 267 Est. Cost $44.59 Unrealized 0.0%
DELL Dell Inc 0.0%
Value ($000) $11,272 Shares 285 Est. Cost $24.29 Unrealized -13.0%
G Genpact Limited 0.0%
Value ($000) $11,242 Shares 385 Est. Cost $27.86 Unrealized +30.7%
NEU Newmarket Corporation 0.0%
Value ($000) $11,103 Shares 29 Est. Cost $366.76 Unrealized +1.5%
VGT Vanguard Information Technology ETF 0.0%
Value ($000) $10,807 Shares 51 Est. Cost $210882.36 Unrealized
WYNN Wynn Resorts Ltd 0.0%
Value ($000) $10,178 Shares 169 Est. Cost $120.99 Unrealized -10.5%
NVT Navteq Corp 0.0%
Value ($000) $10,122 Shares 600 Est. Cost $20.84 Unrealized -0.2%
KWEB KraneShares CSI China Internet ETF 0.0%
Value ($000) $10,005 Shares 221 Est. Cost $40.72 Unrealized
PureFunds ISE Cyber Security ETF 0.0%
Value ($000) $9,809 Shares 275 Est. Cost $40.00 Unrealized
IP International Paper Co 0.0%
Value ($000) $9,806 Shares 315 Est. Cost $34.11 Unrealized -16.5%
LEN Lennar Corp Cl A 0.0%
Value ($000) $9,550 Shares 250 Est. Cost $46.22 Unrealized +13.0%
LULU Lululemon Athletica Inc 0.0%
Value ($000) $9,098 Shares 48 Est. Cost $163.54 Unrealized +36.8%
FTV Fortive Corp Com 0.0%
Value ($000) $8,830 Shares 160 Est. Cost $49.00 Unrealized -13.0%
GBTC Grayscale Bitcoin Tr Btc Shs Accd Invs 0.0%
Value ($000) $8,366 Shares 1,175 Est. Cost $4780.43 Unrealized
PPG P P G Industries Inc 0.0%
Value ($000) $8,360 Shares 100 Est. Cost $96.35 Unrealized +2.7%
WY Weyerhaeuser Co 0.0%
Value ($000) $8,221 Shares 485 Est. Cost $25.91 Unrealized -18.3%
VTR Ventas Inc 0.0%
Value ($000) $8,040 Shares 300 Est. Cost $45.09 Unrealized -12.6%
L Loews Corporation 0.0%
Value ($000) $7,973 Shares 229 Est. Cost $49.67 Unrealized -7.4%
CRON Cronos Group Inc 0.0%
Value ($000) $7,825 Shares 1,380 Est. Cost $7.65 Unrealized -13.1%
RGA Reinsurance Grp Of Amer 0.0%
Value ($000) $7,657 Shares 91 Est. Cost $151.55 Unrealized -14.0%
Canopy Growth Corp 0.0%
Value ($000) $7,571 Shares 525 Est. Cost $20582.55 Unrealized
EXC Exelon Corporation 0.0%
Value ($000) $7,362 Shares 200 Est. Cost $26.19 Unrealized -2.8%
JBGS JBG SMITH Properties 0.0%
Value ($000) $7,321 Shares 230 Est. Cost $34.22 Unrealized
FULT Fulton Financial Corp 0.0%
Value ($000) $7,296 Shares 635 Est. Cost $12.85 Unrealized -7.6%
PH Parker-Hannifin Corp 0.0%
Value ($000) $7,265 Shares 56 Est. Cost $156.48 Unrealized +6.5%
CME Chicago Mercantile Exch 0.0%
Value ($000) $7,262 Shares 42 Est. Cost $147.28 Unrealized +8.4%
CPKF Chesapeake Financial Shares Inc 0.0%
Value ($000) $6,901 Shares 412 Est. Cost $18.51 Unrealized +1.7%
KRUS KURA SUSHI USA CL A ORD 0.0%
Value ($000) $6,279 Shares 525 Est. Cost $22.01 Unrealized -10.6%
Royal Dutch Shell B Adrf 0.0%
Value ($000) $6,067 Shares 186 Est. Cost $59970.29 Unrealized
DLS WisdomTree International Small Cap Div 0.0%
Value ($000) $5,774 Shares 120 Est. Cost $56197.88 Unrealized
TSLA Tesla, Inc 0.0%
Value ($000) $5,764 Shares 11 Est. Cost $20.83 Unrealized +99.0%
NOW ServiceNow Inc 0.0%
Value ($000) $5,445 Shares 19 Est. Cost $62.52 Unrealized 0.0%
CFG Citizens Finl Group Inc Com 0.0%
Value ($000) $5,398 Shares 287 Est. Cost $29.36 Unrealized -14.6%
Triton International Ltd 0.0%
Value ($000) $5,174 Shares 200 Est. Cost $30.00 Unrealized
CAP ONE FIN 40 DS REP PRF SRS I 0.0%
Value ($000) $5,013 Shares 250 Est. Cost $20052.00 Unrealized
VXRT Vaxart Inc Com New 0.0%
Value ($000) $4,779 Shares 2,700 Est. Cost $1.27 Unrealized 0.0%
Lazard Ltd 0.0%
Value ($000) $4,712 Shares 200 Est. Cost $34390.00 Unrealized
IWV iShares Russell 3000 0.0%
Value ($000) $4,598 Shares 31 Est. Cost $161.29 Unrealized
UNM Unumprovident Corp 0.0%
Value ($000) $4,563 Shares 304 Est. Cost $29.70 Unrealized -19.0%
Co-Diagnostics Inc 0.0%
Value ($000) $4,001 Shares 525 Est. Cost $7620.95 Unrealized
Flir Systems Inc 0.0%
Value ($000) $3,986 Shares 125 Est. Cost $54096.00 Unrealized
TDOC Teladoc Inc 0.0%
Value ($000) $3,875 Shares 25 Est. Cost $116.34 Unrealized 0.0%
CAH Cardinal Health Inc 0.0%
Value ($000) $3,596 Shares 75 Est. Cost $38.16 Unrealized +16.0%
OGS ONE GAS INC 0.0%
Value ($000) $3,512 Shares 42 Est. Cost $88.47 Unrealized -0.0%
CC The Chemours Company 0.0%
Value ($000) $3,477 Shares 392 Est. Cost $32.39 Unrealized -64.8%
FFIV F5 Networks Inc 0.0%
Value ($000) $3,199 Shares 30 Est. Cost $149.71 Unrealized -18.3%
CSGP Costar Group Inc 0.0%
Value ($000) $2,936 Shares 5 Est. Cost $65.18 Unrealized 0.0%
TKR Timken Company 0.0%
Value ($000) $2,911 Shares 90 Est. Cost $47.77 Unrealized -1.0%
BRISTOL MYERS SQUIBB CONTINGENT RTS 0.0%
Value ($000) $2,774 Shares 730 Est. Cost $3552.88 Unrealized
RCL Royal Caribbean Cruises Ltd 0.0%
Value ($000) $2,574 Shares 80 Est. Cost $112.81 Unrealized -21.1%
CAG Conagra Foods Inc 0.0%
Value ($000) $2,377 Shares 81 Est. Cost $23.54 Unrealized 0.0%
Marvell Tech Group Ltd 0.0%
Value ($000) $2,263 Shares 100 Est. Cost $22630.00 Unrealized
GNTX Gentex Corp 0.0%
Value ($000) $2,216 Shares 100 Est. Cost $23.14 Unrealized +20.0%
IIPR Innovative Industrial Properties Inc 0.0%
Value ($000) $2,050 Shares 27 Est. Cost $75925.93 Unrealized
NOK Nokia Corp Spon Adr 0.0%
Value ($000) $1,953 Shares 630 Est. Cost $3100.00 Unrealized
FBIN Fortune Brands Hm & Sec 0.0%
Value ($000) $1,946 Shares 45 Est. Cost $41.95 Unrealized +15.2%
TNDM Tandem Diabetes Care Inc 0.0%
Value ($000) $1,931 Shares 30 Est. Cost $34.99 Unrealized +100.2%
ALPS Alerian MLP ETF 0.0%
Value ($000) $1,926 Shares 560 Est. Cost $8500.22 Unrealized
PVH Phillips Van Heusen 0.0%
Value ($000) $1,920 Shares 51 Est. Cost $109.50 Unrealized -30.8%
GILD Gilead Sciences Inc 0.0%
Value ($000) $1,869 Shares 25 Est. Cost $54.92 Unrealized 0.0%
VRTS Virtus Investment Ptnrs 0.0%
Value ($000) $1,751 Shares 23 Est. Cost $100.45 Unrealized -8.4%
TELFY Telefonica SA 0.0%
Value ($000) $1,741 Shares 381 Est. Cost $7.87 Unrealized
NanoString Technologies Inc 0.0%
Value ($000) $1,684 Shares 70 Est. Cost $24057.14 Unrealized
BYND Beyond Meat Inc 0.0%
Value ($000) $1,532 Shares 23 Est. Cost $101.75 Unrealized -4.6%
BG Staffing Inc 0.0%
Value ($000) $1,496 Shares 200 Est. Cost $18880.00 Unrealized
MPC Marathon Petroleum Corp 0.0%
Value ($000) $803 Shares 34 Est. Cost $56.51 Unrealized -32.1%
RWO SPDR Dow Jones Global Real Estate ETF 0.0%
Value ($000) $772 Shares 21 Est. Cost $47.62 Unrealized
Validian Corp 0.0%
Value ($000) $770 Shares 50,000 Est. Cost Unrealized
SSLZY Santos Ltd 0.0%
Value ($000) $682 Shares 326 Est. Cost $5751.53 Unrealized
DAL Delta Air Lines Inc New 0.0%
Value ($000) $577 Shares 20 Est. Cost $52.82 Unrealized -9.1%
WAB Wabtec 0.0%
Value ($000) $289 Shares 6 Est. Cost $69.17 Unrealized -4.1%
Village Bk & Tr Finlcorp 0.0%
Value ($000) $177 Shares 7 Est. Cost $33000.00 Unrealized
NTDOY Nintendo Ltd Adr 0.0%
Value ($000) $145 Shares 3 Est. Cost $50571.43 Unrealized
UA UNDER ARMOUR INC-CLASS C 0.0%
Value ($000) $64 Shares 8 Est. Cost $19.38 Unrealized -26.0%
DKS Dicks Sporting Goods Inc 0.0%
Value ($000) $45 Shares 2 Est. Cost $28.54 Unrealized +11.6%
JBLU Jetblue Airways Corp 0.0%
Value ($000) $27 Shares 3 Est. Cost $18.96 Unrealized -12.6%
Wells Fargo & Co Pfd 0.0%
Value ($000) $23 Shares 41 Est. Cost Unrealized
1/100000 Wells Fargo Pfd (NV) 0.0%
Value ($000) $0 Shares 62,200 Est. Cost Unrealized
General Motors Corporation 0.0%
Value ($000) $0 Shares 425 Est. Cost Unrealized
Performance Sports Group Ltd 0.0%
Value ($000) $0 Shares 35 Est. Cost Unrealized
Pharmanetics Inc 0.0%
Value ($000) $0 Shares 12,398 Est. Cost Unrealized