Heritage Wealth Advisors Diversified Active

CIK: 0001591122 · Show all filings

Period: Q3 2020 (← Previous) (Next →)

Filing Date: Nov 3, 2020

Total Value ($000): $774,652,908 (100.0% shares, 0.0% debt)

Holdings (471)

IVV IShares S&P 500 Index 30.0%
Value ($000) $232,103,539 Shares 690,661 Est. Cost $31130.67 Unrealized
IWM Ishares Russell 2000 5.4%
Value ($000) $42,190,001 Shares 281,661 Est. Cost $21927.95 Unrealized
ICSH iShares Ultra Short-Term Bond ETF 4.6%
Value ($000) $35,771,987 Shares 707,376 Est. Cost $50560.11 Unrealized
IEFA iShares Core MSCI EAFE 3.7%
Value ($000) $28,739,768 Shares 476,771 Est. Cost $8623.58 Unrealized
ITOT iShares Core S&P Total US Stock Mkt 3.4%
Value ($000) $26,151,513 Shares 346,424 Est. Cost $54569.13 Unrealized
AAPL Apple Computer Inc 2.1%
Value ($000) $16,264,391 Shares 140,440 Est. Cost $85.18 Unrealized +24.4%
MSFT Microsoft Corp 2.1%
Value ($000) $16,107,243 Shares 76,581 Est. Cost $104.26 Unrealized +92.6%
IWS iShares Russell Midcap Value 1.9%
Value ($000) $14,600,956 Shares 180,615 Est. Cost $7707.56 Unrealized
IEMG iShares Core MSCI Emerging Markets ETF 1.9%
Value ($000) $14,560,472 Shares 275,767 Est. Cost $52024.71 Unrealized
MKL Markel Corp 1.8%
Value ($000) $14,266,652 Shares 14,652 Est. Cost $1037.87 Unrealized -2.1%
MRK Merck & Co Inc 1.7%
Value ($000) $13,303,024 Shares 160,374 Est. Cost $63.41 Unrealized +4.0%
UNH Unitedhealth Group Inc 1.7%
Value ($000) $13,228,166 Shares 42,429 Est. Cost $232.03 Unrealized +21.2%
BRK/B Berkshire Hathaway Cl B 1.7%
Value ($000) $13,193,549 Shares 61,959 Est. Cost $181.90 Unrealized +12.5%
PEP Pepsico Incorporated 1.7%
Value ($000) $13,127,117 Shares 94,712 Est. Cost $94.88 Unrealized +21.4%
D Dominion Res Inc Va New 1.6%
Value ($000) $12,680,708 Shares 160,658 Est. Cost $60.16 Unrealized +3.1%
VIG Vanguard Dividend Appreciation 1.6%
Value ($000) $12,399,111 Shares 96,371 Est. Cost $2424.51 Unrealized
UNP Union Pacific Corp 1.5%
Value ($000) $11,587,031 Shares 58,856 Est. Cost $129.31 Unrealized +27.5%
JNJ Johnson & Johnson 1.5%
Value ($000) $11,273,610 Shares 75,723 Est. Cost $109.04 Unrealized +16.5%
CMCSA Comcast Corp New Cl A 1.4%
Value ($000) $11,167,082 Shares 241,398 Est. Cost $34.69 Unrealized +8.4%
WMT Wal-Mart Stores Inc 1.3%
Value ($000) $10,050,615 Shares 71,836 Est. Cost $30.15 Unrealized +37.0%
Brookfield Asset Mgmt 1.3%
Value ($000) $10,013,838 Shares 302,899 Est. Cost $33179.24 Unrealized
MDT Medtronic Inc 1.3%
Value ($000) $9,862,978 Shares 94,909 Est. Cost $83.38 Unrealized +3.4%
NEM Newmont Mining Corp 1.2%
Value ($000) $9,456,266 Shares 149,035 Est. Cost $55.14 Unrealized 0.0%
HD Home Depot Inc 1.2%
Value ($000) $9,124,735 Shares 32,857 Est. Cost $186.00 Unrealized +27.8%
PGR Progressive Corp Ohio 1.2%
Value ($000) $8,953,413 Shares 94,575 Est. Cost $64.94 Unrealized +17.8%
DIS Disney Walt Co 1.1%
Value ($000) $8,740,747 Shares 70,444 Est. Cost $108.34 Unrealized +12.7%
TFC Truist Finl Corp Com 1.0%
Value ($000) $7,936,932 Shares 208,592 Est. Cost $32.10 Unrealized -8.5%
RTX Raytheon Technologies Ord 1.0%
Value ($000) $7,923,700 Shares 137,708 Est. Cost $54.56 Unrealized -1.6%
GOOG Alphabet Inc. Class C 1.0%
Value ($000) $7,402,375 Shares 5,037 Est. Cost $60.02 Unrealized +26.2%
MA Mastercard Inc 0.9%
Value ($000) $6,926,278 Shares 20,482 Est. Cost $248.74 Unrealized +26.9%
USB U S Bancorp Del New 0.9%
Value ($000) $6,728,615 Shares 187,688 Est. Cost $32.66 Unrealized -11.4%
PM Philip Morris Intl Inc 0.7%
Value ($000) $5,199,577 Shares 69,337 Est. Cost $49.48 Unrealized +19.0%
SPY SPDR S&P 500 Index 0.6%
Value ($000) $5,009,285 Shares 14,958 Est. Cost $4064.28 Unrealized
IJH iShares Core S&P Mid Cap ETF 0.6%
Value ($000) $4,704,465 Shares 25,387 Est. Cost $166.05 Unrealized
MO Altria Group Inc 0.5%
Value ($000) $3,764,700 Shares 97,430 Est. Cost $22.25 Unrealized +22.2%
OEF iShares S&P 100 0.4%
Value ($000) $3,463,757 Shares 22,242 Est. Cost $124462.13 Unrealized
EPD Enterprise Prd Prtnrs Lp 0.4%
Value ($000) $3,107,835 Shares 196,823 Est. Cost $15790.00 Unrealized
V Visa Inc 0.3%
Value ($000) $2,624,023 Shares 13,122 Est. Cost $105.93 Unrealized +81.5%
UDR Utd Dominion Rlty Tr Inc 0.3%
Value ($000) $2,504,285 Shares 76,795 Est. Cost $30.95 Unrealized -7.2%
AMZN Amazon Com Inc 0.3%
Value ($000) $2,326,911 Shares 739 Est. Cost $69.24 Unrealized +127.7%
PFF Ishares U S Pfd Etf 0.3%
Value ($000) $2,257,531 Shares 61,935 Est. Cost $24520.70 Unrealized
MCD Mc Donalds Corp 0.3%
Value ($000) $2,029,476 Shares 9,246 Est. Cost $136.28 Unrealized +33.1%
MDLZ Mondelez Intl Inc Cl A 0.2%
Value ($000) $1,890,909 Shares 32,914 Est. Cost $28.33 Unrealized +71.4%
CSX C S X Corp 0.2%
Value ($000) $1,753,090 Shares 22,571 Est. Cost $7.46 Unrealized +207.7%
META Facebook Inc Class A 0.2%
Value ($000) $1,718,850 Shares 6,563 Est. Cost $146.42 Unrealized +74.9%
MRSH Marsh & Mc Lennan Co Inc 0.2%
Value ($000) $1,587,554 Shares 13,841 Est. Cost $85.31 Unrealized +23.8%
JPM Jpmorgan Chase & Co 0.2%
Value ($000) $1,504,948 Shares 15,633 Est. Cost $84.69 Unrealized +0.9%
RSP Invesco S&P 500 Equal Weight ETF 0.2%
Value ($000) $1,495,651 Shares 13,835 Est. Cost $35903.56 Unrealized
VTI Vanguard Total Stock Mkt 0.2%
Value ($000) $1,463,037 Shares 8,590 Est. Cost $22792.71 Unrealized
EFA iShares MSCI EAFE 0.2%
Value ($000) $1,326,446 Shares 20,840 Est. Cost $5883.34 Unrealized
1/100 Berkshire Htwy Cla 0.2%
Value ($000) $1,280,004 Shares 400 Est. Cost $798275.00 Unrealized
PG Procter & Gamble 0.2%
Value ($000) $1,265,567 Shares 9,105 Est. Cost $82.96 Unrealized +40.2%
ACH Owens & Minor Inc Hldg Co 0.2%
Value ($000) $1,255,500 Shares 50,000 Est. Cost $10.22 Unrealized +42.7%
LOW Lowes Companies Inc 0.2%
Value ($000) $1,212,122 Shares 7,308 Est. Cost $81.55 Unrealized +71.5%
KMX Carmax Inc 0.1%
Value ($000) $1,138,122 Shares 12,383 Est. Cost $74.76 Unrealized +33.6%
GOOGL Alphabet Inc. Class A 0.1%
Value ($000) $1,132,909 Shares 773 Est. Cost $41.23 Unrealized +83.4%
XOM Exxon Mobil Corporation 0.1%
Value ($000) $1,119,742 Shares 32,617 Est. Cost $53.73 Unrealized -39.8%
ITW Illinois Tool Works Inc 0.1%
Value ($000) $1,112,609 Shares 5,759 Est. Cost $105.45 Unrealized +58.7%
IWB Ishares Tr Russell 0.1%
Value ($000) $1,048,040 Shares 5,600 Est. Cost $6849.97 Unrealized
KO Coca Cola Company 0.1%
Value ($000) $1,021,276 Shares 20,686 Est. Cost $32.64 Unrealized +25.0%
AMGN Amgen Incorporated 0.1%
Value ($000) $978,008 Shares 3,848 Est. Cost $127.02 Unrealized +65.0%
AGG Ishares Barclays Aggregate Bond 0.1%
Value ($000) $926,947 Shares 7,851 Est. Cost $32177.35 Unrealized
VZ Verizon Communications 0.1%
Value ($000) $913,778 Shares 15,360 Est. Cost $34.02 Unrealized +25.1%
IWR Ishares Russell Midcap 0.1%
Value ($000) $859,782 Shares 14,984 Est. Cost $55.31 Unrealized
IWP Ishares Russell Midcap Growth 0.1%
Value ($000) $858,645 Shares 4,967 Est. Cost $96.35 Unrealized
APD Air Prod & Chemicals Inc 0.1%
Value ($000) $848,901 Shares 2,850 Est. Cost $84.78 Unrealized +197.0%
COST Costco Whsl Corp New 0.1%
Value ($000) $796,915 Shares 2,245 Est. Cost $221.95 Unrealized +39.2%
NFLX Netflix Inc 0.1%
Value ($000) $795,548 Shares 1,591 Est. Cost $22.79 Unrealized +118.3%
BAC Bank Of America Corp 0.1%
Value ($000) $786,924 Shares 32,666 Est. Cost $14.16 Unrealized +54.1%
CVX Chevron Corporation 0.1%
Value ($000) $770,256 Shares 10,698 Est. Cost $76.90 Unrealized -13.5%
DEO Diageo Plc New Adr 0.1%
Value ($000) $754,239 Shares 5,479 Est. Cost $17857.55 Unrealized
ABT Abbott Laboratories 0.1%
Value ($000) $729,771 Shares 6,706 Est. Cost $54.94 Unrealized +68.1%
CSCO Cisco Systems Inc 0.1%
Value ($000) $729,767 Shares 18,527 Est. Cost $28.74 Unrealized +29.0%
INTC Intel Corp 0.1%
Value ($000) $729,263 Shares 14,084 Est. Cost $37.73 Unrealized +23.3%
AUB Atlantic Un Bankshares Corp 0.1%
Value ($000) $727,926 Shares 34,063 Est. Cost $26.94 Unrealized -31.0%
RJF Raymond James Finl Inc 0.1%
Value ($000) $721,779 Shares 9,920 Est. Cost $55.11 Unrealized -18.9%
SBUX Starbucks Corp 0.1%
Value ($000) $719,205 Shares 8,371 Est. Cost $56.95 Unrealized +24.3%
SCHX Schwab US Large-Cap ETF 0.1%
Value ($000) $707,359 Shares 8,773 Est. Cost $63297.22 Unrealized
NSC Norfolk Southern Corp 0.1%
Value ($000) $697,882 Shares 3,261 Est. Cost $114.17 Unrealized +57.6%
BIIB Biogen Idec Inc 0.1%
Value ($000) $677,144 Shares 2,387 Est. Cost $261.39 Unrealized +6.7%
IYH iShares US Healthcare 0.1%
Value ($000) $665,696 Shares 2,930 Est. Cost $187800.00 Unrealized
UVV Universal Corp Va 0.1%
Value ($000) $665,440 Shares 15,889 Est. Cost $45.15 Unrealized -5.2%
SYY Sysco Corporation 0.1%
Value ($000) $633,420 Shares 10,180 Est. Cost $29.63 Unrealized +70.2%
IBM Intl Business Machines 0.1%
Value ($000) $631,589 Shares 5,191 Est. Cost $103.01 Unrealized -8.9%
QCOM Qualcomm Inc 0.1%
Value ($000) $619,535 Shares 5,265 Est. Cost $60.51 Unrealized +57.3%
Tri Continental Corp 0.1%
Value ($000) $589,519 Shares 22,735 Est. Cost $19.97 Unrealized
VO Vanguard Mid-Cap ETF 0.1%
Value ($000) $588,880 Shares 3,341 Est. Cost $80262.07 Unrealized
TE Connectivity Ltd 0.1%
Value ($000) $588,088 Shares 6,017 Est. Cost $57253.63 Unrealized
WM Waste Management, INC. 0.1%
Value ($000) $584,584 Shares 5,166 Est. Cost $101.90 Unrealized -0.6%
UPS United Parcel Service B 0.1%
Value ($000) $567,894 Shares 3,408 Est. Cost $78.24 Unrealized +50.0%
HON Honeywell International 0.1%
Value ($000) $538,110 Shares 3,269 Est. Cost $96.58 Unrealized +37.9%
VNQ Vanguard Reit 0.1%
Value ($000) $529,743 Shares 6,709 Est. Cost $93.16 Unrealized
TMO Thermo Electron Corp 0.1%
Value ($000) $522,760 Shares 1,184 Est. Cost $165.89 Unrealized +145.6%
XLV Sector Spdr Health Fund 0.1%
Value ($000) $500,397 Shares 4,744 Est. Cost $86.48 Unrealized
TT Trane Technologies PLC 0.1%
Value ($000) $471,905 Shares 3,892 Est. Cost $93.73 Unrealized +11.7%
MMM 3m Company 0.1%
Value ($000) $470,262 Shares 2,936 Est. Cost $103.66 Unrealized +6.5%
IWN Ishares Russell 2000 Value ETF 0.1%
Value ($000) $460,792 Shares 4,639 Est. Cost $13406.76 Unrealized
PFE Pfizer Incorporated 0.1%
Value ($000) $447,252 Shares 12,187 Est. Cost $25.84 Unrealized +4.9%
PYPL Paypal Hldgs Inc 0.1%
Value ($000) $424,600 Shares 2,155 Est. Cost $90.13 Unrealized +108.5%
DUK Duke Energy New 0.1%
Value ($000) $420,306 Shares 4,746 Est. Cost $56.31 Unrealized +18.5%
IUSG iShares Russell 3000 Growth 0.1%
Value ($000) $415,896 Shares 5,200 Est. Cost $61.83 Unrealized
XLU Select Sector Spdr Trust The Utilities Select Sect 0.1%
Value ($000) $409,588 Shares 6,898 Est. Cost $27012.72 Unrealized
KMB Kimberly-Clark Corp 0.1%
Value ($000) $409,181 Shares 2,771 Est. Cost $108.96 Unrealized +13.3%
EMR Emerson Electric Co 0.1%
Value ($000) $408,418 Shares 6,229 Est. Cost $50.39 Unrealized +16.7%
ADBE Adobe Systems Inc 0.1%
Value ($000) $401,662 Shares 819 Est. Cost $211.35 Unrealized +120.1%
ABBV Abbvie Inc Com Usd0.01 0.1%
Value ($000) $400,724 Shares 4,575 Est. Cost $46.21 Unrealized +65.1%
CRM Salesforce Com 0.1%
Value ($000) $394,070 Shares 1,568 Est. Cost $126.40 Unrealized +71.1%
MCHP Microchip Technology Inc 0.1%
Value ($000) $391,863 Shares 3,813 Est. Cost $16.29 Unrealized +187.6%
ADP Auto Data Processing 0.0%
Value ($000) $376,760 Shares 2,701 Est. Cost $72.17 Unrealized +73.2%
GVI iShares Interm Government/Credit Bd 0.0%
Value ($000) $374,843 Shares 3,184 Est. Cost $110.81 Unrealized
GNW Genworth Financial Inc 0.0%
Value ($000) $349,073 Shares 104,201 Est. Cost $4.19 Unrealized -36.4%
VYM Vanguard Index Funds Vanguard High Dividend Yield 0.0%
Value ($000) $348,649 Shares 4,308 Est. Cost $87379.44 Unrealized
VB Vanguard Small Cap 0.0%
Value ($000) $346,511 Shares 2,253 Est. Cost $165302.10 Unrealized
BR Broadridge Finl Solution 0.0%
Value ($000) $343,728 Shares 2,604 Est. Cost $31.74 Unrealized +284.7%
GD General Dynamics Corp 0.0%
Value ($000) $339,154 Shares 2,450 Est. Cost $96.49 Unrealized +35.8%
SCHG Schwab US Large-Cap Growth ETF 0.0%
Value ($000) $336,907 Shares 2,925 Est. Cost $83208.14 Unrealized
Stanley Furniture New 0.0%
Value ($000) $330,900 Shares 583,597 Est. Cost $0.49 Unrealized
ARCC Ares Capital Corp 0.0%
Value ($000) $330,531 Shares 23,694 Est. Cost $9.28 Unrealized -7.8%
AXP American Express Company 0.0%
Value ($000) $328,471 Shares 3,277 Est. Cost $77.56 Unrealized +18.5%
NVDA Nvidia Corp 0.0%
Value ($000) $327,438 Shares 605 Est. Cost $4.20 Unrealized +176.2%
BX Blackstone Group LP 0.0%
Value ($000) $323,901 Shares 6,205 Est. Cost $41.21 Unrealized +8.0%
TG Tredegar Corporation 0.0%
Value ($000) $319,809 Shares 21,507 Est. Cost $10.04 Unrealized +2.0%
NSRGY Nestle S A Reg B Adr 0.0%
Value ($000) $309,188 Shares 2,598 Est. Cost $41068.27 Unrealized
AMAT Applied Materials Inc 0.0%
Value ($000) $306,940 Shares 5,163 Est. Cost $42.04 Unrealized +40.0%
AVB AvalonBay Communities Inc 0.0%
Value ($000) $297,187 Shares 1,990 Est. Cost $126.71 Unrealized 0.0%
LLY Eli Lilly and Co 0.0%
Value ($000) $294,412 Shares 1,989 Est. Cost $98.96 Unrealized +47.3%
DHR Danaher Corp Del 0.0%
Value ($000) $290,480 Shares 1,349 Est. Cost $78.78 Unrealized +120.5%
Community Bankers Trust Corp 0.0%
Value ($000) $286,004 Shares 56,300 Est. Cost $4.60 Unrealized
CVS C V S Corp Del 0.0%
Value ($000) $272,967 Shares 4,674 Est. Cost $67.82 Unrealized -22.8%
CAT Caterpillar Inc 0.0%
Value ($000) $266,233 Shares 1,785 Est. Cost $110.03 Unrealized +15.2%
ORCL Oracle Corporation 0.0%
Value ($000) $264,173 Shares 4,425 Est. Cost $38.21 Unrealized +38.0%
ADSK Autodesk Inc 0.0%
Value ($000) $256,883 Shares 1,112 Est. Cost $143.79 Unrealized +65.3%
ISRG Intuitive Surgical New 0.0%
Value ($000) $248,339 Shares 350 Est. Cost $177.30 Unrealized +26.6%
FFXDF Fairfax India Ho-Sub Com Sub Vtg Shs Isi 0.0%
Value ($000) $247,608 Shares 36,200 Est. Cost $15.95 Unrealized -51.3%
DVY Ishares Dj Select Div Fd 0.0%
Value ($000) $245,680 Shares 3,013 Est. Cost $105660.14 Unrealized
PALL ETFS Physical Palladium 0.0%
Value ($000) $243,574 Shares 1,125 Est. Cost $101.33 Unrealized
IBB Ishares Nasdaq Biotechnology 0.0%
Value ($000) $236,968 Shares 1,750 Est. Cost $96.57 Unrealized
JCI Johnson Controls Inc 0.0%
Value ($000) $235,296 Shares 5,760 Est. Cost $28.21 Unrealized +24.7%
SCHD Schwab US Dividend Equity ETF 0.0%
Value ($000) $234,705 Shares 4,244 Est. Cost $53073.05 Unrealized
BA Boeing Co 0.0%
Value ($000) $233,195 Shares 1,411 Est. Cost $263.82 Unrealized -35.4%
LMT Lockheed Martin Corp 0.0%
Value ($000) $230,097 Shares 600 Est. Cost $288.97 Unrealized +13.9%
NEE Nextera Energy Inc Com 0.0%
Value ($000) $222,935 Shares 803 Est. Cost $46.12 Unrealized +30.7%
KHC Kraft Heinz Co Com 0.0%
Value ($000) $220,911 Shares 7,376 Est. Cost $49.07 Unrealized -47.3%
TDY Teledyne Technologies 0.0%
Value ($000) $219,629 Shares 708 Est. Cost $228.00 Unrealized +38.4%
SCHB Schw US Brd Mkt Etf 0.0%
Value ($000) $206,448 Shares 2,592 Est. Cost $70528.34 Unrealized
ELV Anthem Inc 0.0%
Value ($000) $204,917 Shares 763 Est. Cost $242.32 Unrealized +3.2%
TGT Target Corporation 0.0%
Value ($000) $204,331 Shares 1,298 Est. Cost $77.17 Unrealized +53.8%
ROKU Roku Inc Com Cl A 0.0%
Value ($000) $201,261 Shares 1,066 Est. Cost $56.98 Unrealized +177.5%
Unilever N V Ny Shs Newf 0.0%
Value ($000) $199,018 Shares 3,295 Est. Cost $5707.92 Unrealized
VOO Vanguard 500 ETF 0.0%
Value ($000) $198,742 Shares 646 Est. Cost $276249.88 Unrealized
SO The Southern Company 0.0%
Value ($000) $196,548 Shares 3,625 Est. Cost $36.72 Unrealized +18.6%
VOE Vanguard Mid Cap Value 0.0%
Value ($000) $195,543 Shares 1,929 Est. Cost $111340.07 Unrealized
ENB Enbridge Inc 0.0%
Value ($000) $190,530 Shares 6,525 Est. Cost $20.69 Unrealized +6.3%
C Citigroup Inc 0.0%
Value ($000) $183,638 Shares 5,234 Est. Cost $43.05 Unrealized -4.7%
Canadian Pac Railway 0.0%
Value ($000) $181,136 Shares 595 Est. Cost $211.76 Unrealized
GLW Corning Inc 0.0%
Value ($000) $180,977 Shares 5,584 Est. Cost $26.48 Unrealized +0.7%
CI Cigna Corp 0.0%
Value ($000) $174,831 Shares 1,032 Est. Cost $164.52 Unrealized -2.1%
COF Capital One Financial Cp 0.0%
Value ($000) $174,722 Shares 2,431 Est. Cost $84.81 Unrealized -28.1%
MS Morgan Stanley 0.0%
Value ($000) $170,956 Shares 3,536 Est. Cost $37.55 Unrealized +13.3%
NOC Northrop Grumman Corp 0.0%
Value ($000) $167,210 Shares 530 Est. Cost $318.67 Unrealized -6.5%
VIGI Vanguard Intl Div Apprec ETF 0.0%
Value ($000) $165,983 Shares 2,305 Est. Cost $61647.63 Unrealized
TRV Travelers Companies Inc 0.0%
Value ($000) $165,732 Shares 1,532 Est. Cost $110.08 Unrealized -6.9%
ECL Ecolab Inc 0.0%
Value ($000) $159,672 Shares 799 Est. Cost $139.75 Unrealized +34.8%
Unilever Plc Adr New 0.0%
Value ($000) $157,407 Shares 2,552 Est. Cost $43814.73 Unrealized
AJG Arthur J Gallagher & Co 0.0%
Value ($000) $155,836 Shares 1,476 Est. Cost $65.26 Unrealized +49.7%
TXN Texas Instruments Inc 0.0%
Value ($000) $153,499 Shares 1,075 Est. Cost $92.17 Unrealized +26.8%
WSO Watsco Inc 0.0%
Value ($000) $149,769 Shares 643 Est. Cost $169.13 Unrealized +33.2%
FSK FS KKR Capital Corp 0.0%
Value ($000) $148,196 Shares 9,344 Est. Cost $6.35 Unrealized +15.0%
NKE Nike Inc Class B 0.0%
Value ($000) $146,811 Shares 1,169 Est. Cost $77.26 Unrealized +29.0%
T A T & T Inc New 0.0%
Value ($000) $144,603 Shares 5,072 Est. Cost $15.52 Unrealized +0.3%
GIL Gildan Activewear Inc 0.0%
Value ($000) $144,181 Shares 7,330 Est. Cost $25.04 Unrealized -32.7%
AMWD American Woodmark Corp 0.0%
Value ($000) $141,372 Shares 1,800 Est. Cost $57.23 Unrealized +42.6%
Walgreen Boots Alliance Inc Com 0.0%
Value ($000) $139,441 Shares 3,882 Est. Cost $17961.56 Unrealized
ZTS Zoetis Inc 0.0%
Value ($000) $139,076 Shares 841 Est. Cost $92.15 Unrealized +59.2%
Bay Banks of Virginia Inc 0.0%
Value ($000) $138,898 Shares 20,731 Est. Cost $9.41 Unrealized
CHS Inc 0.0%
Value ($000) $138,842 Shares 4,980 Est. Cost $27370.08 Unrealized
NEU Newmarket Corporation 0.0%
Value ($000) $138,640 Shares 405 Est. Cost $365.87 Unrealized -7.4%
NVS Novartis A G Spon Adr 0.0%
Value ($000) $138,353 Shares 1,591 Est. Cost $34616.00 Unrealized
VHT Vanguard Health Care ETF 0.0%
Value ($000) $136,778 Shares 670 Est. Cost $178310.52 Unrealized
DE Deere & Co 0.0%
Value ($000) $136,085 Shares 614 Est. Cost $148.20 Unrealized +21.3%
APH Amphenol Corp Cl A 0.0%
Value ($000) $134,580 Shares 1,243 Est. Cost $21.65 Unrealized +15.7%
General Electric Company 0.0%
Value ($000) $133,609 Shares 21,446 Est. Cost $1772.73 Unrealized
Xilinx Inc 0.0%
Value ($000) $131,342 Shares 1,260 Est. Cost $6294.43 Unrealized
22nd Century Group Inc 0.0%
Value ($000) $128,160 Shares 200,000 Est. Cost $2.26 Unrealized
AVY Avery Dennison Corp 0.0%
Value ($000) $127,840 Shares 1,000 Est. Cost $94.30 Unrealized +14.3%
CNI Canadian Natl Ry Co 0.0%
Value ($000) $127,220 Shares 1,195 Est. Cost $76.01 Unrealized +19.3%
AEP Amer Electric Pwr Co Inc 0.0%
Value ($000) $125,606 Shares 1,537 Est. Cost $69.21 Unrealized -2.0%
EHC Encompass Health Corp 0.0%
Value ($000) $124,632 Shares 1,918 Est. Cost $55.24 Unrealized -12.6%
SRE Sempra Energy 0.0%
Value ($000) $121,437 Shares 1,026 Est. Cost $45.57 Unrealized +13.3%
IR Ingersoll-Rand plc 0.0%
Value ($000) $121,289 Shares 3,407 Est. Cost $31.60 Unrealized +5.4%
NTAP NetApp Inc 0.0%
Value ($000) $119,683 Shares 2,730 Est. Cost $44.94 Unrealized -15.4%
LHX L3Harris Technologies Ord 0.0%
Value ($000) $119,228 Shares 702 Est. Cost $180.52 Unrealized -12.9%
RPM Rpm International Inc 0.0%
Value ($000) $115,976 Shares 1,400 Est. Cost $64.41 Unrealized +26.8%
URI United Rentals Inc 0.0%
Value ($000) $114,647 Shares 657 Est. Cost $146.85 Unrealized +10.9%
VLO Valero Energy Corp New 0.0%
Value ($000) $112,828 Shares 2,605 Est. Cost $58.02 Unrealized -26.6%
SUI Sun Communities Inc 0.0%
Value ($000) $112,488 Shares 800 Est. Cost $150100.00 Unrealized
MHK Mohawk Industries Inc 0.0%
Value ($000) $112,229 Shares 1,150 Est. Cost $87.97 Unrealized +2.2%
SCHZ Schwab US Aggregate Bond ETF 0.0%
Value ($000) $109,775 Shares 1,957 Est. Cost $33306.08 Unrealized
DIA Diamonds TRUST Series I 0.0%
Value ($000) $107,115 Shares 386 Est. Cost $178951.78 Unrealized
BAX Baxter International Inc 0.0%
Value ($000) $106,767 Shares 1,328 Est. Cost $66.08 Unrealized +13.8%
CHCO City Holding Co 0.0%
Value ($000) $106,694 Shares 1,852 Est. Cost $63.61 Unrealized -16.3%
AON Aon Plc Com Usd0.01 Cl A 0.0%
Value ($000) $103,150 Shares 500 Est. Cost $193.60 Unrealized -0.9%
SHOP Shopify Inc 0.0%
Value ($000) $102,297 Shares 100 Est. Cost $99.42 Unrealized 0.0%
CBRE CBRE Group Inc 0.0%
Value ($000) $101,220 Shares 2,155 Est. Cost $52.59 Unrealized -13.2%
TSLA Tesla, Inc 0.0%
Value ($000) $99,101 Shares 231 Est. Cost $99.04 Unrealized +19.2%
LUV Southwest Airlines Co 0.0%
Value ($000) $96,075 Shares 2,562 Est. Cost $53.20 Unrealized -37.9%
NUE Nucor Corp 0.0%
Value ($000) $95,328 Shares 2,125 Est. Cost $53.53 Unrealized -24.7%
PRU Prudential Financial Inc 0.0%
Value ($000) $92,842 Shares 1,462 Est. Cost $66.16 Unrealized -23.8%
ROST Ross Stores Inc 0.0%
Value ($000) $91,454 Shares 980 Est. Cost $85.58 Unrealized -0.8%
KXI iShares Global Consumer Staples 0.0%
Value ($000) $90,911 Shares 1,641 Est. Cost $54.66 Unrealized
KNSL Kinsale Cap Group Inc Com 0.0%
Value ($000) $90,336 Shares 475 Est. Cost $94.71 Unrealized +92.3%
QQQ PowerShares QQQ ETF 0.0%
Value ($000) $90,020 Shares 324 Est. Cost $90314.83 Unrealized
BEP Brookfield Renewable Partners LP 0.0%
Value ($000) $90,018 Shares 1,713 Est. Cost $46594.65 Unrealized
DPZ Dominos Pizza Inc 0.0%
Value ($000) $89,309 Shares 210 Est. Cost $287.28 Unrealized +29.6%
MAIN Main Str Cap Corp Com 0.0%
Value ($000) $88,710 Shares 3,000 Est. Cost $39.38 Unrealized -22.2%
Tri-County Financial Cp 0.0%
Value ($000) $88,389 Shares 4,140 Est. Cost $33.33 Unrealized
FTNT Fortinet Inc 0.0%
Value ($000) $88,358 Shares 750 Est. Cost $15.29 Unrealized +68.9%
IJT Ishares S&P Small-Cap 0.0%
Value ($000) $88,220 Shares 500 Est. Cost $176440.00 Unrealized
IYJ iShares US Industrials 0.0%
Value ($000) $87,754 Shares 525 Est. Cost $135336.75 Unrealized
INTU Intuit Inc 0.0%
Value ($000) $87,424 Shares 268 Est. Cost $220.75 Unrealized +37.1%
A Agilent Technologies Inc 0.0%
Value ($000) $87,246 Shares 864 Est. Cost $73.17 Unrealized +27.4%
AIVL WisdomTree US Dividend ex-Financials ETF 0.0%
Value ($000) $86,356 Shares 1,145 Est. Cost $85489.95 Unrealized
CCI Crown Castle Intl Corp 0.0%
Value ($000) $85,581 Shares 514 Est. Cost $98.81 Unrealized +30.6%
Qwest Corp Nt 7 2056 0.0%
Value ($000) $84,793 Shares 3,320 Est. Cost $22930.12 Unrealized
VXUS Vanguard Total International Stock ETF 0.0%
Value ($000) $84,202 Shares 1,614 Est. Cost $56.78 Unrealized
AMT Amern Tower Corp Class A 0.0%
Value ($000) $84,122 Shares 348 Est. Cost $163.78 Unrealized +32.3%
Capital One Finl Corp Pfd Ser F 6.2 12/29/2049 0.0%
Value ($000) $83,598 Shares 3,320 Est. Cost $25880.12 Unrealized
Ohr Pharmaceutical Inc 0.0%
Value ($000) $83,490 Shares 11,000 Est. Cost $1162.64 Unrealized
EPR EPR Properties 0.0%
Value ($000) $82,500 Shares 3,000 Est. Cost $33130.00 Unrealized
IGM iShares North American Tech 0.0%
Value ($000) $78,810 Shares 255 Est. Cost $309058.80 Unrealized
WRB Berkley W R Corp 0.0%
Value ($000) $77,844 Shares 1,273 Est. Cost $20.66 Unrealized +17.4%
Digital Rlty Tr Inc 6.625 Pfd Ser C 0.0%
Value ($000) $77,730 Shares 3,000 Est. Cost $9180.78 Unrealized
BMY Bristol-Myers Squibb Co 0.0%
Value ($000) $77,352 Shares 1,283 Est. Cost $44.83 Unrealized +8.4%
BKNG Booking Hldgs Inc 0.0%
Value ($000) $76,981 Shares 45 Est. Cost $1770.56 Unrealized -2.4%
MCK Mckesson Corporation 0.0%
Value ($000) $75,656 Shares 508 Est. Cost $123.13 Unrealized +19.2%
DON WisdomTree US MidCap Dividend ETF 0.0%
Value ($000) $74,151 Shares 2,564 Est. Cost $35790.17 Unrealized
NuStar Energy LP 0.0%
Value ($000) $73,580 Shares 4,150 Est. Cost $24070.12 Unrealized
SLV iShares Silver Trust 0.0%
Value ($000) $73,186 Shares 3,382 Est. Cost $2456.36 Unrealized
DES WisdomTree SmallCap Dividend ETF 0.0%
Value ($000) $73,127 Shares 3,469 Est. Cost $27539.93 Unrealized
EEM Ishares Msci Emrg Mkt Fd 0.0%
Value ($000) $71,867 Shares 1,630 Est. Cost $39990.18 Unrealized
MRNA Moderna Inc 0.0%
Value ($000) $70,892 Shares 1,002 Est. Cost $23.01 Unrealized +203.1%
PAYX Paychex Inc 0.0%
Value ($000) $69,799 Shares 875 Est. Cost $69.44 Unrealized -7.1%
VOOV Vanguard S&P 500 Value ETF 0.0%
Value ($000) $68,184 Shares 626 Est. Cost $112410.55 Unrealized
ZBH Zimmer Biomet Holdings Inc 0.0%
Value ($000) $68,070 Shares 500 Est. Cost $112.17 Unrealized +11.4%
SBAC S B A Communications Cp 0.0%
Value ($000) $66,562 Shares 209 Est. Cost $148.26 Unrealized +91.7%
WFC Wells Fargo & Co New 0.0%
Value ($000) $65,757 Shares 2,797 Est. Cost $40.03 Unrealized -45.5%
MU Micron Technology Inc 0.0%
Value ($000) $62,786 Shares 1,337 Est. Cost $47.22 Unrealized 0.0%
GEN Symantec Corp 0.0%
Value ($000) $62,624 Shares 3,005 Est. Cost $12.38 Unrealized +56.0%
ES Eversource Energy 0.0%
Value ($000) $62,245 Shares 745 Est. Cost $52.10 Unrealized +34.0%
Blackrock Inc 0.0%
Value ($000) $61,427 Shares 109 Est. Cost $242214.11 Unrealized
XYL Xylem Inc 0.0%
Value ($000) $59,893 Shares 712 Est. Cost $69.65 Unrealized +4.9%
ALL Allstate Corporation 0.0%
Value ($000) $59,496 Shares 632 Est. Cost $86.89 Unrealized -5.9%
EL Lauder Estee Co Inc Cl A 0.0%
Value ($000) $58,928 Shares 270 Est. Cost $132.42 Unrealized +44.1%
DD Dupont De Nemours Inc 0.0%
Value ($000) $58,587 Shares 1,056 Est. Cost $25.77 Unrealized -18.2%
EW Edwards Lifesciences Cp 0.0%
Value ($000) $58,428 Shares 732 Est. Cost $63.91 Unrealized +22.1%
EVRG Evergy Inc 0.0%
Value ($000) $58,036 Shares 1,142 Est. Cost $42.89 Unrealized +5.1%
Liberty Media Corp Delaware Com C Siriusxm 0.0%
Value ($000) $57,725 Shares 1,745 Est. Cost $41.83 Unrealized
FNF Fidelity Natl Finl Inc 0.0%
Value ($000) $55,481 Shares 1,772 Est. Cost $33.65 Unrealized -27.4%
CEF Central Fd Cda Ltd Cla 0.0%
Value ($000) $55,020 Shares 3,000 Est. Cost $11.67 Unrealized
DOW Dow Chemical Company 0.0%
Value ($000) $54,390 Shares 1,156 Est. Cost $36.27 Unrealized -7.7%
ACN Accenture Ltd Cl A 0.0%
Value ($000) $53,907 Shares 239 Est. Cost $212.28 Unrealized 0.0%
GLD Spdr Gold TRUST 0.0%
Value ($000) $53,490 Shares 302 Est. Cost $89199.07 Unrealized
NTRA Natera Inc 0.0%
Value ($000) $52,013 Shares 720 Est. Cost $18.26 Unrealized +211.3%
Seagate Technology 0.0%
Value ($000) $51,734 Shares 1,050 Est. Cost $49270.48 Unrealized
EBAY Ebay Inc 0.0%
Value ($000) $51,527 Shares 989 Est. Cost $31.39 Unrealized +60.0%
ETN Eaton Corporation 0.0%
Value ($000) $51,525 Shares 505 Est. Cost $71.22 Unrealized +25.2%
IYG iShares US Financial Services ETF 0.0%
Value ($000) $48,808 Shares 400 Est. Cost $122020.00 Unrealized
CMI Cummins Inc 0.0%
Value ($000) $48,493 Shares 230 Est. Cost $138.62 Unrealized +26.1%
TROW Rowe T Price Group Inc 0.0%
Value ($000) $48,441 Shares 378 Est. Cost $82.81 Unrealized +26.8%
SDOG ALPS Sector Dividend Dogs ETF 0.0%
Value ($000) $47,187 Shares 1,248 Est. Cost $45.67 Unrealized
RWR Spdr Dow Jones Reit 0.0%
Value ($000) $47,172 Shares 605 Est. Cost $92.56 Unrealized
AAP Advance Auto Parts Inc 0.0%
Value ($000) $46,050 Shares 300 Est. Cost $124.71 Unrealized +7.0%
ST Sensata Technologies Holding N.V. 0.0%
Value ($000) $45,944 Shares 1,065 Est. Cost $45.87 Unrealized -11.4%
MELI Mercadolibre Inc 0.0%
Value ($000) $45,464 Shares 42 Est. Cost $587.65 Unrealized +84.6%
CL Colgate-Palmolive Co 0.0%
Value ($000) $45,364 Shares 588 Est. Cost $55.97 Unrealized +20.3%
IYW Ishares U S Technology Etf 0.0%
Value ($000) $45,161 Shares 150 Est. Cost $153.33 Unrealized
Apollo Global Management LLC Class A 0.0%
Value ($000) $44,750 Shares 1,000 Est. Cost $37.00 Unrealized
Magellan Midstream Ptnrs 0.0%
Value ($000) $44,460 Shares 1,300 Est. Cost $24667.27 Unrealized
Royal Dutch Shell A Adrf 0.0%
Value ($000) $44,022 Shares 1,749 Est. Cost $37850.06 Unrealized
CTSH Cognizant Tech Sol Cl A 0.0%
Value ($000) $43,735 Shares 630 Est. Cost $69.88 Unrealized -14.2%
GH Guardant Health Inc 0.0%
Value ($000) $42,141 Shares 377 Est. Cost $70.27 Unrealized +30.2%
THG Hanover Insurance Group 0.0%
Value ($000) $41,931 Shares 450 Est. Cost $98.07 Unrealized -10.9%
HPQ Hewlett-Packard Company 0.0%
Value ($000) $41,930 Shares 2,208 Est. Cost $17.85 Unrealized -15.1%
Eaton Vance Cp Non Vtg 0.0%
Value ($000) $40,821 Shares 1,070 Est. Cost $32250.13 Unrealized
GS Goldman Sachs Group Inc 0.0%
Value ($000) $40,194 Shares 200 Est. Cost $174.57 Unrealized +2.5%
BBY Best Buy Inc 0.0%
Value ($000) $39,953 Shares 359 Est. Cost $58.54 Unrealized +39.7%
EXI iShares Global Industrials ETF 0.0%
Value ($000) $39,611 Shares 425 Est. Cost $93202.35 Unrealized
INGR Ingredion Inc 0.0%
Value ($000) $39,505 Shares 522 Est. Cost $102.11 Unrealized -20.5%
O Realty Income Corp 0.0%
Value ($000) $39,488 Shares 650 Est. Cost $49.24 Unrealized -8.4%
VWO Vanguard Emerging Market 0.0%
Value ($000) $39,348 Shares 910 Est. Cost $39609.89 Unrealized
SHW Sherwin Williams Co 0.0%
Value ($000) $39,017 Shares 56 Est. Cost $180.64 Unrealized +15.3%
CDP Corporate Office Properties Trust 0.0%
Value ($000) $37,952 Shares 1,600 Est. Cost $23720.00 Unrealized
PNC Pnc Finl Services Gp Inc 0.0%
Value ($000) $37,699 Shares 343 Est. Cost $109.48 Unrealized -19.0%
JBSS Sanfilippo John B & Son Inc 0.0%
Value ($000) $37,690 Shares 500 Est. Cost $75.10 Unrealized +11.0%
2U Inc 0.0%
Value ($000) $37,246 Shares 1,100 Est. Cost $74.55 Unrealized
MAR Marriott Intl Inc Cl A 0.0%
Value ($000) $37,032 Shares 400 Est. Cost $111.82 Unrealized -18.6%
TTWO Take-Two Interactive Software Inc 0.0%
Value ($000) $36,514 Shares 221 Est. Cost $121.70 Unrealized +33.5%
AVGO Avago Technologies Ltd 0.0%
Value ($000) $36,432 Shares 100 Est. Cost $19.57 Unrealized +51.5%
QUAL iShares Edge MSCI USA Quality Factor ETF 0.0%
Value ($000) $35,583 Shares 343 Est. Cost $91.90 Unrealized
GRMN Garmin Ltd 0.0%
Value ($000) $35,573 Shares 375 Est. Cost $88.79 Unrealized 0.0%
LBRDK Liberty Broadband Corp 0.0%
Value ($000) $34,860 Shares 244 Est. Cost $109.04 Unrealized +18.0%
ED Consolidated Edison Hldg Co Inc 0.0%
Value ($000) $34,232 Shares 440 Est. Cost $60.48 Unrealized +0.5%
HIW Highwoods Pptys Inc 0.0%
Value ($000) $34,141 Shares 1,017 Est. Cost $47.20 Unrealized
Ansys Inc 0.0%
Value ($000) $34,032 Shares 104 Est. Cost $183.57 Unrealized
AES A E S Corp 0.0%
Value ($000) $33,956 Shares 1,875 Est. Cost $10.71 Unrealized +28.4%
Weingarten Rlty Invs Sbi 0.0%
Value ($000) $33,649 Shares 1,984 Est. Cost $29.74 Unrealized
CDK GLOBAL INC 0.0%
Value ($000) $33,390 Shares 766 Est. Cost $1987.46 Unrealized
LEG Leggett & Platt Inc 0.0%
Value ($000) $32,936 Shares 800 Est. Cost $31.01 Unrealized +28.0%
STORE Capital Corp 0.0%
Value ($000) $32,916 Shares 1,200 Est. Cost $18892.00 Unrealized
AEE Ameren Corporation 0.0%
Value ($000) $32,423 Shares 410 Est. Cost $51.05 Unrealized +31.2%
WMB Williams Companies 0.0%
Value ($000) $32,423 Shares 1,650 Est. Cost $15.40 Unrealized 0.0%
Qwest Corp 0.0%
Value ($000) $32,293 Shares 1,283 Est. Cost $25169.91 Unrealized
BHC Bausch Health Companies Inc 0.0%
Value ($000) $31,080 Shares 2,000 Est. Cost $17.22 Unrealized 0.0%
Black Knight Inc 0.0%
Value ($000) $30,293 Shares 348 Est. Cost $64481.38 Unrealized
LAMR Lamar Advertising Co A 0.0%
Value ($000) $29,379 Shares 444 Est. Cost $89260.67 Unrealized
EA Electronic Arts Inc 0.0%
Value ($000) $29,342 Shares 225 Est. Cost $122.56 Unrealized +8.1%
IEUR iShares Core MSCI Europe 0.0%
Value ($000) $29,062 Shares 650 Est. Cost $44710.77 Unrealized
DLTR Dollar Tree Inc 0.0%
Value ($000) $29,046 Shares 318 Est. Cost $97.19 Unrealized -3.2%
LEN Lennar Corp Cl A 0.0%
Value ($000) $28,588 Shares 350 Est. Cost $51.83 Unrealized +27.1%
STZ Constellation Brand Cl A 0.0%
Value ($000) $28,427 Shares 150 Est. Cost $170.74 Unrealized -2.2%
ET Energy Transfer Equity LP 0.0%
Value ($000) $28,314 Shares 5,224 Est. Cost $2651.52 Unrealized
MLM Martin Marietta Matrls 0.0%
Value ($000) $28,243 Shares 120 Est. Cost $255.58 Unrealized -18.3%
XLF Sector Spdr Fincl Select 0.0%
Value ($000) $28,090 Shares 1,167 Est. Cost $20819.99 Unrealized
Duke Energy Corp New Dp Rep Pfd A 0.0%
Value ($000) $27,490 Shares 1,000 Est. Cost $26420.00 Unrealized
SCHF Schwab International Equity ETF 0.0%
Value ($000) $27,349 Shares 871 Est. Cost $32089.93 Unrealized
ATHENE HOLDING LTD 6.35 SER A 0.0%
Value ($000) $26,850 Shares 1,000 Est. Cost $26400.00 Unrealized
WTW Willis Towers Watson PLC 0.0%
Value ($000) $26,520 Shares 127 Est. Cost $136.53 Unrealized +39.1%
WPC W P Carey Inc 0.0%
Value ($000) $26,325 Shares 404 Est. Cost $78541.48 Unrealized
GPN Global Payments Inc 0.0%
Value ($000) $26,282 Shares 148 Est. Cost $141.56 Unrealized +16.8%
CTVA Corteva Inc com 0.0%
Value ($000) $25,756 Shares 894 Est. Cost $25.11 Unrealized +5.5%
IYR iShares US Real Estate ETF 0.0%
Value ($000) $25,469 Shares 319 Est. Cost $78.37 Unrealized
Brookfield Renewable Corp Ordinary Shares - Class 0.0%
Value ($000) $24,964 Shares 426 Est. Cost $58600.94 Unrealized
LYV Cce Spinco Inc 0.0%
Value ($000) $24,785 Shares 460 Est. Cost $67.78 Unrealized -23.9%
OMC Omnicom Group Inc 0.0%
Value ($000) $24,724 Shares 499 Est. Cost $53.66 Unrealized -18.0%
GLPI Gaming and Leisure Properties Inc 0.0%
Value ($000) $24,411 Shares 661 Est. Cost $42976.69 Unrealized
BK Bank of New York Mellon Corp. 0.0%
Value ($000) $24,038 Shares 700 Est. Cost $42.71 Unrealized -27.0%
ORLY O Reilly Automotive Inc 0.0%
Value ($000) $23,976 Shares 52 Est. Cost $28.61 Unrealized +6.2%
UGI U G I Corporation New 0.0%
Value ($000) $23,746 Shares 720 Est. Cost $53.89 Unrealized -38.4%
BDX Becton Dickinson & Co 0.0%
Value ($000) $23,644 Shares 102 Est. Cost $220.71 Unrealized +2.1%
FAST Fastenal Co 0.0%
Value ($000) $23,447 Shares 520 Est. Cost $15.30 Unrealized +31.1%
XLY Sector Spdr Consumer Fd 0.0%
Value ($000) $22,194 Shares 151 Est. Cost $91684.74 Unrealized
RUSHB Rush Enterprises Inc 0.0%
Value ($000) $22,150 Shares 500 Est. Cost $13.59 Unrealized +23.7%
LW Lamb Weston Holdings Inc 0.0%
Value ($000) $22,068 Shares 333 Est. Cost $55.13 Unrealized +6.4%
Berry Plastics Group Inc 0.0%
Value ($000) $22,034 Shares 456 Est. Cost $49788.61 Unrealized
Glaxosmithkline Plc Adrf 0.0%
Value ($000) $20,288 Shares 539 Est. Cost $28652.99 Unrealized
MSI Motorola Solutions Inc Com New 0.0%
Value ($000) $20,072 Shares 128 Est. Cost $141.65 Unrealized -3.7%
KeyCorp 0.0%
Value ($000) $19,905 Shares 750 Est. Cost $24250.67 Unrealized
ELS Equity Lifestyle Properties Inc 0.0%
Value ($000) $19,872 Shares 324 Est. Cost $95952.16 Unrealized
IQLT iShares Edge MSCI Intl Quality Fctr ETF 0.0%
Value ($000) $19,863 Shares 634 Est. Cost $29.62 Unrealized
ALLE Allegion PLC 0.0%
Value ($000) $19,782 Shares 200 Est. Cost $76.93 Unrealized +22.9%
TOWN Townebank Portsmouth Va 0.0%
Value ($000) $19,582 Shares 1,194 Est. Cost $31.86 Unrealized -44.2%
WestRock Co 0.0%
Value ($000) $19,385 Shares 558 Est. Cost $52.91 Unrealized
DELL Dell Inc 0.0%
Value ($000) $19,292 Shares 285 Est. Cost $24.29 Unrealized +17.7%
RWT Redwood TRUST Inc 0.0%
Value ($000) $19,149 Shares 2,546 Est. Cost $7009.42 Unrealized
BABA Alibaba Group Holding Ltd 0.0%
Value ($000) $19,109 Shares 65 Est. Cost $57854.48 Unrealized
PSX Phillips 0.0%
Value ($000) $18,746 Shares 362 Est. Cost $61.36 Unrealized -20.0%
VEA Vanguard FTSE International 0.0%
Value ($000) $18,691 Shares 457 Est. Cost $42.02 Unrealized
HIG Hartford Finl Svcs Grp 0.0%
Value ($000) $18,504 Shares 502 Est. Cost $43.91 Unrealized -19.1%
KNX Knight Swift Transn Hldgs Inc 0.0%
Value ($000) $18,315 Shares 450 Est. Cost $32.54 Unrealized +27.4%
BP Bp Plc Adr 0.0%
Value ($000) $18,298 Shares 1,048 Est. Cost $16879.52 Unrealized
WELL Welltower Inc Com 0.0%
Value ($000) $18,180 Shares 330 Est. Cost $66.78 Unrealized -29.2%
VXRT Vaxart Inc Com New 0.0%
Value ($000) $17,955 Shares 2,700 Est. Cost $1.27 Unrealized +599.5%
MHLD 8.25 PERP A Maiden Holdings Ltdpref Shs Ser A 0.0%
Value ($000) $17,900 Shares 2,000 Est. Cost $13.25 Unrealized
SNY Sanofi Aventis Adr 0.0%
Value ($000) $17,560 Shares 350 Est. Cost $43688.93 Unrealized
VOT Vanguard Mid-Cap Growth ETF 0.0%
Value ($000) $17,293 Shares 96 Est. Cost $165083.33 Unrealized
VT Vanguard Total World Stock ETF 0.0%
Value ($000) $16,531 Shares 205 Est. Cost $73.17 Unrealized
AMD Advanced Micro Devices 0.0%
Value ($000) $16,398 Shares 200 Est. Cost $53.02 Unrealized +40.0%
9 Meters Biopharma Ord 0.0%
Value ($000) $16,300 Shares 20,000 Est. Cost $572.90 Unrealized
MRMD Marimed Inc 0.0%
Value ($000) $16,130 Shares 100,000 Est. Cost $0.16 Unrealized 0.0%
Pimco Corporate Opportunity Fund 0.0%
Value ($000) $16,065 Shares 996 Est. Cost $15525.17 Unrealized
PNW Pinnacle West Capital Cp 0.0%
Value ($000) $16,028 Shares 215 Est. Cost $60.54 Unrealized 0.0%
VGT Vanguard Information Technology ETF 0.0%
Value ($000) $15,884 Shares 51 Est. Cost $210882.36 Unrealized
IONS Ionis Pharmaceuticals Inc 0.0%
Value ($000) $15,848 Shares 334 Est. Cost $55.55 Unrealized 0.0%
Liberty Media Group 0.0%
Value ($000) $15,814 Shares 436 Est. Cost $41.28 Unrealized
LULU Lululemon Athletica Inc 0.0%
Value ($000) $15,810 Shares 48 Est. Cost $163.54 Unrealized +104.1%
ROP Roper Industries Inc 0.0%
Value ($000) $15,804 Shares 40 Est. Cost $282.40 Unrealized +42.6%
HSY Hershey Company 0.0%
Value ($000) $15,759 Shares 110 Est. Cost $108.95 Unrealized +14.6%
Xperi Corp 0.0%
Value ($000) $15,684 Shares 1,365 Est. Cost $14759.71 Unrealized
SCHE Schwab Emerging Markets Equity ETF 0.0%
Value ($000) $15,603 Shares 583 Est. Cost $26617.61 Unrealized
CINF Cincinnati Financial Cp 0.0%
Value ($000) $15,282 Shares 196 Est. Cost $93.08 Unrealized -27.5%
KWEB KraneShares CSI China Internet ETF 0.0%
Value ($000) $15,068 Shares 221 Est. Cost $40.72 Unrealized
G Genpact Limited 0.0%
Value ($000) $14,996 Shares 385 Est. Cost $27.86 Unrealized +32.3%
WY Weyerhaeuser Co 0.0%
Value ($000) $13,832 Shares 485 Est. Cost $25.91 Unrealized -13.9%
Healthcare Realty TRUST 0.0%
Value ($000) $13,554 Shares 450 Est. Cost $28.89 Unrealized
GBTC Grayscale Bitcoin Tr Btc Shs Accd Invs 0.0%
Value ($000) $12,890 Shares 1,175 Est. Cost $4780.43 Unrealized
IP International Paper Co 0.0%
Value ($000) $12,770 Shares 315 Est. Cost $34.11 Unrealized -18.1%
ALC Alcon Inc Ord Shs 0.0%
Value ($000) $12,757 Shares 224 Est. Cost $58.28 Unrealized -0.5%
VTR Ventas Inc 0.0%
Value ($000) $12,588 Shares 300 Est. Cost $45.09 Unrealized -26.7%
FTV Fortive Corp Com 0.0%
Value ($000) $12,194 Shares 160 Est. Cost $49.00 Unrealized -9.0%
WYNN Wynn Resorts Ltd 0.0%
Value ($000) $12,143 Shares 169 Est. Cost $120.99 Unrealized -36.3%
TSN Tyson Foods Inc Cl A 0.0%
Value ($000) $11,896 Shares 200 Est. Cost $52.39 Unrealized 0.0%
XLK Sector Spdr Tech Select 0.0%
Value ($000) $11,670 Shares 100 Est. Cost $61.09 Unrealized
L Loews Corporation 0.0%
Value ($000) $11,499 Shares 331 Est. Cost $45.19 Unrealized -22.3%
PH Parker-Hannifin Corp 0.0%
Value ($000) $11,331 Shares 56 Est. Cost $156.48 Unrealized +16.8%
KRUS KURA SUSHI USA CL A ORD 0.0%
Value ($000) $9,891 Shares 755 Est. Cost $19.13 Unrealized -34.4%
COP Conocophillips 0.0%
Value ($000) $9,425 Shares 287 Est. Cost $31.21 Unrealized 0.0%
WAB Wabtec 0.0%
Value ($000) $9,406 Shares 152 Est. Cost $62.20 Unrealized 0.0%
NOW ServiceNow Inc 0.0%
Value ($000) $9,215 Shares 19 Est. Cost $62.52 Unrealized +42.9%
CF Cf Industries Holdings 0.0%
Value ($000) $9,213 Shares 300 Est. Cost $28.19 Unrealized 0.0%
RGA Reinsurance Grp Of Amer 0.0%
Value ($000) $8,662 Shares 91 Est. Cost $151.55 Unrealized -40.6%
CPKF Chesapeake Financial Shares Inc 0.0%
Value ($000) $8,359 Shares 412 Est. Cost $18.51 Unrealized -7.8%
CC The Chemours Company 0.0%
Value ($000) $8,197 Shares 392 Est. Cost $32.39 Unrealized -51.0%
Triton International Ltd 0.0%
Value ($000) $8,134 Shares 200 Est. Cost $30.00 Unrealized
MNST Monster Beverage Corporation 0.0%
Value ($000) $8,020 Shares 100 Est. Cost $39.50 Unrealized 0.0%
BWA Borg Warner Inc 0.0%
Value ($000) $7,748 Shares 200 Est. Cost $31.74 Unrealized 0.0%
GM General Motors Corp 0.0%
Value ($000) $7,398 Shares 250 Est. Cost $27.11 Unrealized 0.0%
DLS WisdomTree International Small Cap Div 0.0%
Value ($000) $7,321 Shares 122 Est. Cost $56185.23 Unrealized
CFG Citizens Finl Group Inc Com 0.0%
Value ($000) $7,255 Shares 287 Est. Cost $29.36 Unrealized -31.4%
EXC Exelon Corporation 0.0%
Value ($000) $7,152 Shares 200 Est. Cost $26.19 Unrealized -16.3%
Co-Diagnostics Inc 0.0%
Value ($000) $7,135 Shares 525 Est. Cost $7620.95 Unrealized
CME Chicago Mercantile Exch 0.0%
Value ($000) $7,027 Shares 42 Est. Cost $147.28 Unrealized -7.5%
Canopy Growth Corp 0.0%
Value ($000) $6,945 Shares 485 Est. Cost $20582.55 Unrealized
CRON Cronos Group Inc 0.0%
Value ($000) $6,914 Shares 1,380 Est. Cost $7.65 Unrealized -23.5%
Inari Medical Inc Ordinary Shares 0.0%
Value ($000) $6,902 Shares 100 Est. Cost $48440.00 Unrealized
CSGP Costar Group Inc 0.0%
Value ($000) $6,788 Shares 8 Est. Cost $64.98 Unrealized +22.7%
Maxim Integrated Prods 0.0%
Value ($000) $6,761 Shares 100 Est. Cost $67610.00 Unrealized
Lazard Ltd 0.0%
Value ($000) $6,610 Shares 200 Est. Cost $34390.00 Unrealized
CAP ONE FIN 40 DS REP PRF SRS I 0.0%
Value ($000) $6,270 Shares 250 Est. Cost $20052.00 Unrealized
JBGS JBG SMITH Properties 0.0%
Value ($000) $6,150 Shares 230 Est. Cost $34.22 Unrealized
IWV iShares Russell 3000 0.0%
Value ($000) $6,067 Shares 31 Est. Cost $161.29 Unrealized
FULT Fulton Financial Corp 0.0%
Value ($000) $5,925 Shares 635 Est. Cost $12.85 Unrealized -39.4%
ULTA Ulta Salon Cosmetics & Fragrance Inc 0.0%
Value ($000) $5,600 Shares 25 Est. Cost $215.16 Unrealized 0.0%
TDOC Teladoc Inc 0.0%
Value ($000) $5,481 Shares 25 Est. Cost $116.34 Unrealized +82.0%
RCL Royal Caribbean Cruises Ltd 0.0%
Value ($000) $5,178 Shares 80 Est. Cost $112.81 Unrealized -48.7%
UNM Unumprovident Corp 0.0%
Value ($000) $5,116 Shares 304 Est. Cost $29.70 Unrealized -40.1%
DRI Darden Restaurants Inc 0.0%
Value ($000) $5,037 Shares 50 Est. Cost $70.74 Unrealized 0.0%
TKR Timken Company 0.0%
Value ($000) $4,880 Shares 90 Est. Cost $47.77 Unrealized +8.0%
BF/A Brown-Forman Corp 0.0%
Value ($000) $4,602 Shares 67 Est. Cost $58.87 Unrealized 0.0%
BYND Beyond Meat Inc 0.0%
Value ($000) $4,484 Shares 27 Est. Cost $104.22 Unrealized +30.0%
Flir Systems Inc 0.0%
Value ($000) $4,481 Shares 125 Est. Cost $54096.00 Unrealized
Marvell Tech Group Ltd 0.0%
Value ($000) $3,986 Shares 100 Est. Cost $22630.00 Unrealized
FBIN Fortune Brands Hm & Sec 0.0%
Value ($000) $3,893 Shares 45 Est. Cost $41.95 Unrealized +47.0%
SCHW The Charles Schwab Corp 0.0%
Value ($000) $3,732 Shares 103 Est. Cost $32.40 Unrealized 0.0%
FFIV F5 Networks Inc 0.0%
Value ($000) $3,683 Shares 30 Est. Cost $149.71 Unrealized -10.2%
CODI Compass Diversified Holdings 0.0%
Value ($000) $3,621 Shares 190 Est. Cost $12.94 Unrealized 0.0%
CAH Cardinal Health Inc 0.0%
Value ($000) $3,521 Shares 75 Est. Cost $38.16 Unrealized +16.9%
IIPR Innovative Industrial Properties Inc 0.0%
Value ($000) $3,438 Shares 28 Est. Cost $77599.49 Unrealized
XYZ Square Inc 0.0%
Value ($000) $3,251 Shares 20 Est. Cost $141.19 Unrealized 0.0%
VRTS Virtus Investment Ptnrs 0.0%
Value ($000) $3,189 Shares 23 Est. Cost $100.45 Unrealized +11.4%
PVH Phillips Van Heusen 0.0%
Value ($000) $3,042 Shares 51 Est. Cost $109.50 Unrealized -50.1%
HPE Hewlett Packard Enterprises 0.0%
Value ($000) $2,961 Shares 316 Est. Cost $8.08 Unrealized 0.0%
OGS ONE GAS INC 0.0%
Value ($000) $2,898 Shares 42 Est. Cost $88.47 Unrealized -16.7%
CAG Conagra Foods Inc 0.0%
Value ($000) $2,893 Shares 81 Est. Cost $23.54 Unrealized +23.0%
GNTX Gentex Corp 0.0%
Value ($000) $2,575 Shares 100 Est. Cost $23.14 Unrealized +14.8%
MPC Marathon Petroleum Corp 0.0%
Value ($000) $2,494 Shares 85 Est. Cost $30.14 Unrealized 0.0%
NOK Nokia Corp Spon Adr 0.0%
Value ($000) $2,463 Shares 630 Est. Cost $3100.00 Unrealized
LMND LEMONADE ORD 0.0%
Value ($000) $2,387 Shares 48 Est. Cost $62.79 Unrealized 0.0%
RPRX ROYALTY PHARMA CL A ORD 0.0%
Value ($000) $2,104 Shares 50 Est. Cost $49.50 Unrealized -13.3%
BRISTOL MYERS SQUIBB CONTINGENT RTS 0.0%
Value ($000) $1,755 Shares 780 Est. Cost $3554.58 Unrealized
BG Staffing Inc 0.0%
Value ($000) $1,694 Shares 200 Est. Cost $18880.00 Unrealized
TAK Takeda Pharmaceutical Co Ltd 0.0%
Value ($000) $1,249 Shares 70 Est. Cost $17842.86 Unrealized
BKR Baker Hughes a GE Co 0.0%
Value ($000) $1,090 Shares 82 Est. Cost $13.25 Unrealized 0.0%
RWO SPDR Dow Jones Global Real Estate ETF 0.0%
Value ($000) $847 Shares 21 Est. Cost $47.62 Unrealized
Validian Corp 0.0%
Value ($000) $580 Shares 40,000 Est. Cost Unrealized
DXC Dxc Technology Co 0.0%
Value ($000) $482 Shares 27 Est. Cost $18.24 Unrealized 0.0%
Marathon Oil Corp 0.0%
Value ($000) $352 Shares 86 Est. Cost $4093.02 Unrealized
Perspecta Inc. 0.0%
Value ($000) $253 Shares 13 Est. Cost $19461.54 Unrealized
Village Bk & Tr Finlcorp 0.0%
Value ($000) $217 Shares 7 Est. Cost $33000.00 Unrealized
NTDOY Nintendo Ltd Adr 0.0%
Value ($000) $212 Shares 3 Est. Cost $50571.43 Unrealized
PTON Peloton Interactive Inc 0.0%
Value ($000) $198 Shares 2 Est. Cost $41.39 Unrealized +77.8%
BNTX BIONTECH SE ADR 0.0%
Value ($000) $138 Shares 2 Est. Cost $69000.00 Unrealized
DKS Dicks Sporting Goods Inc 0.0%
Value ($000) $124 Shares 2 Est. Cost $28.54 Unrealized +45.3%
Micro Focus International Plc Spon Adr New 0.0%
Value ($000) $113 Shares 35 Est. Cost $3228.57 Unrealized
UA UNDER ARMOUR INC-CLASS C 0.0%
Value ($000) $79 Shares 8 Est. Cost $19.38 Unrealized -51.6%
JBLU Jetblue Airways Corp 0.0%
Value ($000) $34 Shares 3 Est. Cost $18.96 Unrealized -40.8%
Wells Fargo & Co Pfd 0.0%
Value ($000) $23 Shares 41 Est. Cost Unrealized
Noble Corp PLC 0.0%
Value ($000) $5 Shares 244 Est. Cost $20.49 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
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