Heritage Wealth Advisors Diversified Active

CIK: 0001591122 · Show all filings

Period: Q1 2021 (← Previous) (Next →)

Filing Date: Apr 27, 2021

Total Value ($000): $1,658,794,950 (100.0% shares, 0.0% debt)

Holdings (572)

IVV IShares S&P 500 Index 45.9%
Value ($000) $761,945,083 Shares 1,915,301 Est. Cost $11184.85 Unrealized
IWM Ishares Russell 2000 6.3%
Value ($000) $103,703,231 Shares 469,373 Est. Cost $10366.09 Unrealized
ITOT iShares Core S&P Total US Stock Mkt 4.5%
Value ($000) $75,306,974 Shares 822,129 Est. Cost $22799.50 Unrealized
IEFA iShares Core MSCI EAFE 2.3%
Value ($000) $38,597,921 Shares 535,710 Est. Cost $15666.07 Unrealized
AAPL Apple Computer Inc 2.1%
Value ($000) $35,593,777 Shares 291,394 Est. Cost $101.61 Unrealized +23.1%
MSFT Microsoft Corp 1.9%
Value ($000) $30,877,460 Shares 130,964 Est. Cost $146.38 Unrealized +52.3%
IWS iShares Russell Midcap Value 1.3%
Value ($000) $20,754,872 Shares 189,889 Est. Cost $15617.68 Unrealized
BRK/B Berkshire Hathaway Cl B 1.2%
Value ($000) $20,685,150 Shares 80,969 Est. Cost $194.03 Unrealized +25.2%
IEMG iShares Core MSCI Emerging Markets ETF 1.2%
Value ($000) $20,155,589 Shares 313,169 Est. Cost $53466.04 Unrealized
UNH Unitedhealth Group Inc 1.2%
Value ($000) $19,438,652 Shares 52,245 Est. Cost $247.59 Unrealized +29.1%
JNJ Johnson & Johnson 1.1%
Value ($000) $18,736,947 Shares 114,006 Est. Cost $117.80 Unrealized +19.5%
MKL Markel Corp 1.1%
Value ($000) $18,190,614 Shares 15,962 Est. Cost $1034.46 Unrealized +4.3%
Brookfield Asset Mgmt 1.1%
Value ($000) $17,444,146 Shares 392,003 Est. Cost $33981.77 Unrealized
D Dominion Res Inc Va New 1.0%
Value ($000) $17,372,960 Shares 228,712 Est. Cost $59.72 Unrealized -2.1%
MRK Merck & Co Inc 1.0%
Value ($000) $17,339,589 Shares 224,927 Est. Cost $63.33 Unrealized -0.4%
PEP Pepsico Incorporated 1.0%
Value ($000) $16,681,719 Shares 117,934 Est. Cost $99.60 Unrealized +18.4%
DIS Disney Walt Co 1.0%
Value ($000) $16,559,645 Shares 89,744 Est. Cost $115.40 Unrealized +56.1%
UNP Union Pacific Corp 1.0%
Value ($000) $16,072,643 Shares 72,922 Est. Cost $139.33 Unrealized +35.0%
CMCSA Comcast Corp New Cl A 0.9%
Value ($000) $15,651,652 Shares 289,256 Est. Cost $36.28 Unrealized +27.2%
HD Home Depot Inc 0.9%
Value ($000) $15,040,981 Shares 49,274 Est. Cost $205.22 Unrealized +19.1%
VIG Vanguard Dividend Appreciation 0.9%
Value ($000) $14,877,457 Shares 101,152 Est. Cost $2260.09 Unrealized
RTX Raytheon Technologies Ord 0.8%
Value ($000) $14,097,964 Shares 182,451 Est. Cost $56.75 Unrealized +15.0%
GOOG Alphabet Inc. Class C 0.8%
Value ($000) $13,712,948 Shares 6,629 Est. Cost $66.04 Unrealized +49.1%
MDT Medtronic Inc 0.8%
Value ($000) $13,476,988 Shares 114,086 Est. Cost $86.39 Unrealized +17.7%
TFC Truist Finl Corp Com 0.8%
Value ($000) $13,195,178 Shares 226,255 Est. Cost $32.78 Unrealized +32.9%
AMZN Amazon Com Inc 0.7%
Value ($000) $12,363,944 Shares 3,996 Est. Cost $142.85 Unrealized +11.0%
WMT Wal-Mart Stores Inc 0.7%
Value ($000) $12,330,812 Shares 90,781 Est. Cost $32.96 Unrealized +31.4%
USB U S Bancorp Del New 0.7%
Value ($000) $12,295,789 Shares 222,307 Est. Cost $33.60 Unrealized +20.0%
NEM Newmont Mining Corp 0.7%
Value ($000) $12,050,242 Shares 199,938 Est. Cost $54.18 Unrealized -5.4%
MA Mastercard Inc 0.7%
Value ($000) $12,033,049 Shares 33,796 Est. Cost $279.67 Unrealized +21.4%
PGR Progressive Corp Ohio 0.7%
Value ($000) $11,991,146 Shares 125,417 Est. Cost $68.83 Unrealized +17.7%
ACH Owens & Minor Inc Hldg Co 0.5%
Value ($000) $7,518,000 Shares 200,000 Est. Cost $26.00 Unrealized +20.2%
XLK Sector Spdr Tech Select 0.4%
Value ($000) $7,442,141 Shares 56,036 Est. Cost $129.90 Unrealized
JPM Jpmorgan Chase & Co 0.4%
Value ($000) $7,294,771 Shares 47,919 Est. Cost $93.90 Unrealized +35.5%
SPY SPDR S&P 500 Index 0.4%
Value ($000) $7,144,245 Shares 18,026 Est. Cost $3150.45 Unrealized
IJH iShares Core S&P Mid Cap ETF 0.4%
Value ($000) $6,472,122 Shares 24,866 Est. Cost $166.05 Unrealized
V Visa Inc 0.4%
Value ($000) $6,373,090 Shares 30,100 Est. Cost $173.26 Unrealized +17.3%
PM Philip Morris Intl Inc 0.4%
Value ($000) $5,902,695 Shares 66,517 Est. Cost $50.28 Unrealized +32.9%
MO Altria Group Inc 0.3%
Value ($000) $5,144,860 Shares 100,564 Est. Cost $22.79 Unrealized +33.4%
EPD Enterprise Prd Prtnrs Lp 0.3%
Value ($000) $4,755,549 Shares 215,965 Est. Cost $14330.24 Unrealized
INTC Intel Corp 0.3%
Value ($000) $4,723,805 Shares 73,809 Est. Cost $42.85 Unrealized +26.2%
OEF iShares S&P 100 0.2%
Value ($000) $3,814,734 Shares 21,213 Est. Cost $124462.13 Unrealized
BAC Bank Of America Corp 0.2%
Value ($000) $3,781,212 Shares 97,731 Est. Cost $20.52 Unrealized +49.3%
ORCL Oracle Corporation 0.2%
Value ($000) $3,397,912 Shares 48,424 Est. Cost $53.93 Unrealized +12.4%
UDR Utd Dominion Rlty Tr Inc 0.2%
Value ($000) $3,368,229 Shares 76,795 Est. Cost $30.95 Unrealized +11.5%
GOOGL Alphabet Inc. Class A 0.2%
Value ($000) $3,300,032 Shares 1,600 Est. Cost $62.95 Unrealized +55.6%
KBE SPDR S&P Bank ETF 0.2%
Value ($000) $2,667,929 Shares 51,425 Est. Cost $41.83 Unrealized
CSCO Cisco Systems Inc 0.2%
Value ($000) $2,650,330 Shares 51,254 Est. Cost $32.89 Unrealized +23.5%
META Facebook Inc Class A 0.2%
Value ($000) $2,560,349 Shares 8,693 Est. Cost $180.13 Unrealized +48.4%
MCD Mc Donalds Corp 0.2%
Value ($000) $2,520,438 Shares 11,245 Est. Cost $146.25 Unrealized +30.8%
ADBE Adobe Systems Inc 0.2%
Value ($000) $2,512,806 Shares 5,286 Est. Cost $467.71 Unrealized -0.1%
AMAT Applied Materials Inc 0.1%
Value ($000) $2,294,179 Shares 17,172 Est. Cost $62.08 Unrealized +70.3%
CSX C S X Corp 0.1%
Value ($000) $2,168,582 Shares 22,491 Est. Cost $7.46 Unrealized +283.0%
XLU Select Sector Spdr Trust The Utilities Select Sect 0.1%
Value ($000) $2,160,234 Shares 33,733 Est. Cost $38880.96 Unrealized
WMB Williams Companies 0.1%
Value ($000) $2,154,798 Shares 90,958 Est. Cost $17.75 Unrealized +0.5%
MRSH Marsh & Mc Lennan Co Inc 0.1%
Value ($000) $1,977,780 Shares 16,238 Est. Cost $88.25 Unrealized +21.3%
RSP Invesco S&P 500 Equal Weight ETF 0.1%
Value ($000) $1,967,007 Shares 13,885 Est. Cost $35903.56 Unrealized
MDLZ Mondelez Intl Inc Cl A 0.1%
Value ($000) $1,941,733 Shares 33,175 Est. Cost $29.75 Unrealized +67.3%
KMX Carmax Inc 0.1%
Value ($000) $1,915,478 Shares 14,439 Est. Cost $77.79 Unrealized +56.5%
XOM Exxon Mobil Corporation 0.1%
Value ($000) $1,874,883 Shares 33,582 Est. Cost $53.19 Unrealized -18.6%
LOW Lowes Companies Inc 0.1%
Value ($000) $1,825,558 Shares 9,599 Est. Cost $120.23 Unrealized +30.6%
LLY Eli Lilly and Co 0.1%
Value ($000) $1,768,999 Shares 9,469 Est. Cost $132.46 Unrealized +40.5%
VTI Vanguard Total Stock Mkt 0.1%
Value ($000) $1,568,867 Shares 7,590 Est. Cost $22792.71 Unrealized
1/100 Berkshire Htwy Cla 0.1%
Value ($000) $1,542,808 Shares 400 Est. Cost $798275.00 Unrealized
EFA iShares MSCI EAFE 0.1%
Value ($000) $1,513,320 Shares 19,946 Est. Cost $5883.34 Unrealized
ITW Illinois Tool Works Inc 0.1%
Value ($000) $1,471,458 Shares 6,643 Est. Cost $115.87 Unrealized +59.6%
PFF Ishares U S Pfd Etf 0.1%
Value ($000) $1,448,064 Shares 37,710 Est. Cost $25035.97 Unrealized
ZTS Zoetis Inc 0.1%
Value ($000) $1,430,863 Shares 9,086 Est. Cost $149.55 Unrealized +1.4%
TROW Rowe T Price Group Inc 0.1%
Value ($000) $1,389,492 Shares 8,097 Est. Cost $112.87 Unrealized +16.9%
SBUX Starbucks Corp 0.1%
Value ($000) $1,378,610 Shares 12,617 Est. Cost $72.23 Unrealized +30.2%
LYV Cce Spinco Inc 0.1%
Value ($000) $1,367,944 Shares 16,160 Est. Cost $63.26 Unrealized +27.3%
PG Procter & Gamble 0.1%
Value ($000) $1,210,861 Shares 8,941 Est. Cost $82.96 Unrealized +39.4%
RJF Raymond James Finl Inc 0.1%
Value ($000) $1,172,164 Shares 9,564 Est. Cost $55.11 Unrealized +26.0%
ELV Anthem Inc 0.1%
Value ($000) $1,168,360 Shares 3,255 Est. Cost $276.32 Unrealized +8.9%
IYH iShares US Healthcare 0.1%
Value ($000) $1,163,748 Shares 4,610 Est. Cost $211356.40 Unrealized
TMO Thermo Electron Corp 0.1%
Value ($000) $1,160,574 Shares 2,543 Est. Cost $387.97 Unrealized +21.4%
CVS C V S Corp Del 0.1%
Value ($000) $1,154,781 Shares 15,350 Est. Cost $58.64 Unrealized +6.2%
KO Coca Cola Company 0.1%
Value ($000) $1,130,111 Shares 21,440 Est. Cost $33.24 Unrealized +30.5%
CVX Chevron Corporation 0.1%
Value ($000) $1,115,070 Shares 10,641 Est. Cost $76.90 Unrealized +3.5%
IWR Ishares Russell Midcap 0.1%
Value ($000) $1,107,767 Shares 14,984 Est. Cost $55.31 Unrealized
HON Honeywell International 0.1%
Value ($000) $1,097,289 Shares 5,055 Est. Cost $133.98 Unrealized +31.8%
IWB Ishares Tr Russell 0.1%
Value ($000) $1,038,948 Shares 4,642 Est. Cost $6849.97 Unrealized
AMGN Amgen Incorporated 0.1%
Value ($000) $1,020,370 Shares 4,101 Est. Cost $132.55 Unrealized +54.4%
IWP Ishares Russell Midcap Growth 0.1%
Value ($000) $1,013,864 Shares 9,934 Est. Cost $99.52 Unrealized
ACN Accenture Ltd Cl A 0.1%
Value ($000) $976,282 Shares 3,534 Est. Cost $222.79 Unrealized +8.3%
Blackrock Inc 0.1%
Value ($000) $944,712 Shares 1,253 Est. Cost $10849.44 Unrealized
UVV Universal Corp Va 0.1%
Value ($000) $937,304 Shares 15,889 Est. Cost $45.15 Unrealized +16.3%
22nd Century Group Inc 0.1%
Value ($000) $925,701 Shares 281,368 Est. Cost $953.03 Unrealized
ADP Auto Data Processing 0.1%
Value ($000) $907,857 Shares 4,817 Est. Cost $127.30 Unrealized +23.1%
DEO Diageo Plc New Adr 0.1%
Value ($000) $899,707 Shares 5,479 Est. Cost $17857.55 Unrealized
AON Aon Plc Com Usd0.01 Cl A 0.1%
Value ($000) $894,438 Shares 3,887 Est. Cost $196.38 Unrealized +8.2%
NSC Norfolk Southern Corp 0.1%
Value ($000) $875,868 Shares 3,262 Est. Cost $114.17 Unrealized +100.4%
GD General Dynamics Corp 0.1%
Value ($000) $872,396 Shares 4,805 Est. Cost $113.49 Unrealized +29.5%
WM Waste Management, INC. 0.1%
Value ($000) $864,585 Shares 6,701 Est. Cost $103.32 Unrealized +4.7%
VZ Verizon Communications 0.1%
Value ($000) $841,474 Shares 14,471 Est. Cost $34.02 Unrealized +24.2%
TE Connectivity Ltd 0.1%
Value ($000) $832,630 Shares 6,449 Est. Cost $53426.49 Unrealized
NFLX Netflix Inc 0.1%
Value ($000) $829,961 Shares 1,591 Est. Cost $22.79 Unrealized +132.7%
NKE Nike Inc Class B 0.0%
Value ($000) $819,724 Shares 6,168 Est. Cost $120.07 Unrealized +7.9%
SCHP Schwab US Tips ETF 0.0%
Value ($000) $813,428 Shares 13,300 Est. Cost $61160.00 Unrealized
VYM Vanguard Index Funds Vanguard High Dividend Yield 0.0%
Value ($000) $808,218 Shares 7,995 Est. Cost $47125.48 Unrealized
ABT Abbott Laboratories 0.0%
Value ($000) $805,277 Shares 6,720 Est. Cost $54.94 Unrealized +97.7%
APD Air Prod & Chemicals Inc 0.0%
Value ($000) $801,819 Shares 2,850 Est. Cost $84.78 Unrealized +183.3%
SYY Sysco Corporation 0.0%
Value ($000) $801,599 Shares 10,180 Est. Cost $29.63 Unrealized +129.8%
EL Lauder Estee Co Inc Cl A 0.0%
Value ($000) $782,387 Shares 2,690 Est. Cost $220.56 Unrealized +15.6%
COST Costco Whsl Corp New 0.0%
Value ($000) $763,765 Shares 2,167 Est. Cost $223.05 Unrealized +47.8%
MMM 3m Company 0.0%
Value ($000) $749,867 Shares 3,892 Est. Cost $107.62 Unrealized +16.2%
DHR Danaher Corp Del 0.0%
Value ($000) $746,815 Shares 3,318 Est. Cost $148.50 Unrealized +33.8%
VO Vanguard Mid-Cap ETF 0.0%
Value ($000) $741,090 Shares 3,348 Est. Cost $80262.07 Unrealized
IWN Ishares Russell 2000 Value ETF 0.0%
Value ($000) $739,781 Shares 4,639 Est. Cost $13406.76 Unrealized
GLW Corning Inc 0.0%
Value ($000) $738,756 Shares 16,979 Est. Cost $29.43 Unrealized +14.2%
Tri Continental Corp 0.0%
Value ($000) $737,296 Shares 22,735 Est. Cost $19.97 Unrealized
QCOM Qualcomm Inc 0.0%
Value ($000) $716,460 Shares 5,404 Est. Cost $62.01 Unrealized +109.2%
SCHX Schwab US Large-Cap ETF 0.0%
Value ($000) $683,828 Shares 7,121 Est. Cost $63297.22 Unrealized
IBM Intl Business Machines 0.0%
Value ($000) $680,825 Shares 5,109 Est. Cost $103.01 Unrealized -4.8%
MKTX MarketAxess Holdings Inc 0.0%
Value ($000) $673,686 Shares 1,353 Est. Cost $513.28 Unrealized -2.0%
COF Capital One Financial Cp 0.0%
Value ($000) $652,684 Shares 5,130 Est. Cost $80.94 Unrealized +33.3%
BKNG Booking Hldgs Inc 0.0%
Value ($000) $650,025 Shares 279 Est. Cost $1890.08 Unrealized +15.6%
TT Trane Technologies PLC 0.0%
Value ($000) $640,055 Shares 3,866 Est. Cost $93.73 Unrealized +55.2%
AUB Atlantic Un Bankshares Corp 0.0%
Value ($000) $634,129 Shares 16,531 Est. Cost $26.94 Unrealized +13.8%
TXN Texas Instruments Inc 0.0%
Value ($000) $629,715 Shares 3,332 Est. Cost $120.91 Unrealized +25.2%
AGG Ishares Barclays Aggregate Bond 0.0%
Value ($000) $628,271 Shares 5,519 Est. Cost $32177.35 Unrealized
NDAQ Nasdaq Stock Market Inc 0.0%
Value ($000) $625,968 Shares 4,245 Est. Cost $39.45 Unrealized +12.6%
VNQ Vanguard Reit 0.0%
Value ($000) $616,289 Shares 6,709 Est. Cost $93.16 Unrealized
BIIB Biogen Idec Inc 0.0%
Value ($000) $610,415 Shares 2,182 Est. Cost $261.39 Unrealized +3.2%
XLV Sector Spdr Health Fund 0.0%
Value ($000) $598,176 Shares 5,124 Est. Cost $8737.61 Unrealized
VALQ American Century U.S. Quality Value ETF 0.0%
Value ($000) $593,582 Shares 12,531 Est. Cost $47369.09 Unrealized
MCHP Microchip Technology Inc 0.0%
Value ($000) $591,914 Shares 3,813 Est. Cost $16.29 Unrealized +314.6%
BK Bank of New York Mellon Corp. 0.0%
Value ($000) $588,997 Shares 12,455 Est. Cost $33.70 Unrealized +13.6%
UPS United Parcel Service B 0.0%
Value ($000) $586,293 Shares 3,449 Est. Cost $78.94 Unrealized +67.2%
EMR Emerson Electric Co 0.0%
Value ($000) $569,750 Shares 6,315 Est. Cost $50.61 Unrealized +53.8%
PLYM Plymouth Industrial REIT Inc 0.0%
Value ($000) $557,735 Shares 33,100 Est. Cost $15.02 Unrealized
PYPL Paypal Hldgs Inc 0.0%
Value ($000) $553,190 Shares 2,278 Est. Cost $115.27 Unrealized +118.6%
ABBV Abbvie Inc Com Usd0.01 0.0%
Value ($000) $530,062 Shares 4,898 Est. Cost $48.91 Unrealized +81.8%
CME Chicago Mercantile Exch 0.0%
Value ($000) $522,216 Shares 2,557 Est. Cost $141.24 Unrealized +15.5%
ARCC Ares Capital Corp 0.0%
Value ($000) $512,043 Shares 27,367 Est. Cost $9.35 Unrealized +21.6%
SPGI S&p Global Inc 0.0%
Value ($000) $503,898 Shares 1,428 Est. Cost $323.21 Unrealized -1.1%
ICSH iShares Ultra Short-Term Bond ETF 0.0%
Value ($000) $499,138 Shares 9,880 Est. Cost $50560.11 Unrealized
AVB AvalonBay Communities Inc 0.0%
Value ($000) $496,701 Shares 2,692 Est. Cost $129.51 Unrealized +14.1%
Community Bankers Trust Corp 0.0%
Value ($000) $496,566 Shares 56,300 Est. Cost $4.60 Unrealized
VB Vanguard Small Cap 0.0%
Value ($000) $482,322 Shares 2,253 Est. Cost $165302.10 Unrealized
MAR Marriott Intl Inc Cl A 0.0%
Value ($000) $481,950 Shares 3,254 Est. Cost $110.37 Unrealized +19.3%
PFE Pfizer Incorporated 0.0%
Value ($000) $478,310 Shares 13,202 Est. Cost $26.06 Unrealized +7.6%
TGT Target Corporation 0.0%
Value ($000) $465,068 Shares 2,348 Est. Cost $124.52 Unrealized +31.1%
BX Blackstone Group LP 0.0%
Value ($000) $462,459 Shares 6,205 Est. Cost $41.21 Unrealized +42.2%
DUK Duke Energy New 0.0%
Value ($000) $461,993 Shares 4,786 Est. Cost $56.31 Unrealized +34.0%
CCI Crown Castle Intl Corp 0.0%
Value ($000) $451,841 Shares 2,625 Est. Cost $122.46 Unrealized +4.0%
FFXDF Fairfax India Ho-Sub Com Sub Vtg Shs Isi 0.0%
Value ($000) $450,328 Shares 36,200 Est. Cost $15.95 Unrealized -26.2%
AXP American Express Company 0.0%
Value ($000) $448,579 Shares 3,172 Est. Cost $77.56 Unrealized +60.3%
ALB Albemarle Corp 0.0%
Value ($000) $438,330 Shares 3,000 Est. Cost $111.68 Unrealized +35.5%
General Electric Company 0.0%
Value ($000) $433,500 Shares 33,016 Est. Cost $3271.22 Unrealized
CAT Caterpillar Inc 0.0%
Value ($000) $413,888 Shares 1,785 Est. Cost $110.03 Unrealized +71.9%
NEU Newmarket Corporation 0.0%
Value ($000) $401,829 Shares 1,057 Est. Cost $344.00 Unrealized +4.6%
BR Broadridge Finl Solution 0.0%
Value ($000) $398,672 Shares 2,604 Est. Cost $31.74 Unrealized +328.4%
NVDA Nvidia Corp 0.0%
Value ($000) $391,905 Shares 734 Est. Cost $5.81 Unrealized +130.6%
RLI R L I Corp 0.0%
Value ($000) $390,495 Shares 3,500 Est. Cost $39.52 Unrealized +11.7%
CRM Salesforce Com 0.0%
Value ($000) $382,002 Shares 1,803 Est. Cost $138.82 Unrealized +58.4%
SCHG Schwab US Large-Cap Growth ETF 0.0%
Value ($000) $379,646 Shares 2,925 Est. Cost $83208.14 Unrealized
PNC Pnc Finl Services Gp Inc 0.0%
Value ($000) $367,133 Shares 2,093 Est. Cost $113.10 Unrealized +22.5%
BA Boeing Co 0.0%
Value ($000) $364,759 Shares 1,432 Est. Cost $258.25 Unrealized -13.9%
Stanley Furniture New 0.0%
Value ($000) $355,994 Shares 583,597 Est. Cost $0.49 Unrealized
BMY Bristol-Myers Squibb Co 0.0%
Value ($000) $352,897 Shares 5,590 Est. Cost $48.95 Unrealized +4.2%
TG Tredegar Corporation 0.0%
Value ($000) $349,748 Shares 23,301 Est. Cost $10.14 Unrealized +40.9%
KMB Kimberly-Clark Corp 0.0%
Value ($000) $347,192 Shares 2,497 Est. Cost $109.06 Unrealized +1.6%
LUV Southwest Airlines Co 0.0%
Value ($000) $345,233 Shares 5,654 Est. Cost $46.15 Unrealized +7.3%
JCI Johnson Controls Inc 0.0%
Value ($000) $344,535 Shares 5,774 Est. Cost $28.21 Unrealized +77.2%
ROKU Roku Inc Com Cl A 0.0%
Value ($000) $343,362 Shares 1,054 Est. Cost $61.11 Unrealized +541.4%
GNW Genworth Financial Inc 0.0%
Value ($000) $342,627 Shares 103,201 Est. Cost $4.19 Unrealized -21.4%
RVTY Perkinelmer Inc 0.0%
Value ($000) $339,969 Shares 2,650 Est. Cost $131.57 Unrealized +4.1%
CI Cigna Corp 0.0%
Value ($000) $330,700 Shares 1,368 Est. Cost $168.42 Unrealized +21.2%
Unilever Plc Adr New 0.0%
Value ($000) $326,438 Shares 5,847 Est. Cost $19157.54 Unrealized
VHT Vanguard Health Care ETF 0.0%
Value ($000) $325,580 Shares 1,423 Est. Cost $172419.16 Unrealized
MS Morgan Stanley 0.0%
Value ($000) $310,443 Shares 3,997 Est. Cost $40.60 Unrealized +61.5%
SCHD Schwab US Dividend Equity ETF 0.0%
Value ($000) $309,489 Shares 4,244 Est. Cost $53073.05 Unrealized
NEE Nextera Energy Inc Com 0.0%
Value ($000) $303,479 Shares 4,014 Est. Cost $62.37 Unrealized +10.3%
MU Micron Technology Inc 0.0%
Value ($000) $296,121 Shares 3,357 Est. Cost $54.21 Unrealized +52.7%
TDY Teledyne Technologies 0.0%
Value ($000) $292,864 Shares 708 Est. Cost $228.00 Unrealized +69.3%
KHC Kraft Heinz Co Com 0.0%
Value ($000) $291,840 Shares 7,296 Est. Cost $49.07 Unrealized -41.7%
ADSK Autodesk Inc 0.0%
Value ($000) $287,127 Shares 1,036 Est. Cost $143.79 Unrealized +100.6%
FSK FS KKR Capital Corp 0.0%
Value ($000) $276,985 Shares 13,968 Est. Cost $7.14 Unrealized +30.7%
PALL ETFS Physical Palladium 0.0%
Value ($000) $275,456 Shares 1,125 Est. Cost $101.33 Unrealized
NSRGY Nestle S A Reg B Adr 0.0%
Value ($000) $265,155 Shares 2,369 Est. Cost $41068.27 Unrealized
IBB Ishares Nasdaq Biotechnology 0.0%
Value ($000) $263,480 Shares 1,750 Est. Cost $96.57 Unrealized
VOE Vanguard Mid Cap Value 0.0%
Value ($000) $262,862 Shares 1,949 Est. Cost $111581.53 Unrealized
HUM Humana Inc 0.0%
Value ($000) $260,354 Shares 621 Est. Cost $396.56 Unrealized -3.8%
ISRG Intuitive Surgical New 0.0%
Value ($000) $258,629 Shares 350 Est. Cost $177.30 Unrealized +41.9%
DVY Ishares Dj Select Div Fd 0.0%
Value ($000) $257,866 Shares 2,260 Est. Cost $105660.14 Unrealized
SCHB Schw US Brd Mkt Etf 0.0%
Value ($000) $250,698 Shares 2,592 Est. Cost $70528.34 Unrealized
XLF Sector Spdr Fincl Select 0.0%
Value ($000) $241,312 Shares 7,087 Est. Cost $7581.40 Unrealized
DE Deere & Co 0.0%
Value ($000) $236,089 Shares 631 Est. Cost $152.49 Unrealized +101.6%
IUSG iShares Russell 3000 Growth 0.0%
Value ($000) $236,054 Shares 2,600 Est. Cost $61.83 Unrealized
TRV Travelers Companies Inc 0.0%
Value ($000) $230,631 Shares 1,533 Est. Cost $110.08 Unrealized +21.0%
HCA Hca Inc 0.0%
Value ($000) $228,645 Shares 1,214 Est. Cost $139.80 Unrealized +20.9%
BRBS Blue Ridge Bankshares Inc 0.0%
Value ($000) $227,408 Shares 10,365 Est. Cost $11.71 Unrealized 0.0%
ENB Enbridge Inc 0.0%
Value ($000) $225,352 Shares 6,191 Est. Cost $20.69 Unrealized +23.6%
GIL Gildan Activewear Inc 0.0%
Value ($000) $224,738 Shares 7,330 Est. Cost $25.04 Unrealized +3.9%
SO The Southern Company 0.0%
Value ($000) $221,973 Shares 3,571 Est. Cost $37.62 Unrealized +32.5%
LMT Lockheed Martin Corp 0.0%
Value ($000) $221,937 Shares 601 Est. Cost $288.97 Unrealized +3.8%
MHK Mohawk Industries Inc 0.0%
Value ($000) $221,157 Shares 1,150 Est. Cost $87.97 Unrealized +89.4%
SBAC S B A Communications Cp 0.0%
Value ($000) $216,767 Shares 781 Est. Cost $239.93 Unrealized +3.0%
URI United Rentals Inc 0.0%
Value ($000) $216,357 Shares 657 Est. Cost $146.85 Unrealized +86.8%
Canadian Pac Railway 0.0%
Value ($000) $212,402 Shares 560 Est. Cost $211.76 Unrealized
VOO Vanguard 500 ETF 0.0%
Value ($000) $211,658 Shares 581 Est. Cost $276249.88 Unrealized
SRE Sempra Energy 0.0%
Value ($000) $207,620 Shares 1,566 Est. Cost $48.64 Unrealized +9.1%
NTAP NetApp Inc 0.0%
Value ($000) $198,389 Shares 2,730 Est. Cost $44.94 Unrealized +32.9%
AVY Avery Dennison Corp 0.0%
Value ($000) $196,322 Shares 1,069 Est. Cost $96.78 Unrealized +62.5%
BBY Best Buy Inc 0.0%
Value ($000) $193,570 Shares 1,686 Est. Cost $83.25 Unrealized +8.8%
VLO Valero Energy Corp New 0.0%
Value ($000) $190,064 Shares 2,655 Est. Cost $58.00 Unrealized -1.4%
NUE Nucor Corp 0.0%
Value ($000) $188,635 Shares 2,350 Est. Cost $53.04 Unrealized +5.7%
AJG Arthur J Gallagher & Co 0.0%
Value ($000) $186,905 Shares 1,498 Est. Cost $65.89 Unrealized +73.9%
Cerner Corp 0.0%
Value ($000) $186,457 Shares 2,594 Est. Cost $78.64 Unrealized
Walgreen Boots Alliance Inc Com 0.0%
Value ($000) $185,013 Shares 3,370 Est. Cost $17529.06 Unrealized
GVI iShares Interm Government/Credit Bd 0.0%
Value ($000) $184,863 Shares 1,609 Est. Cost $110.81 Unrealized
SCHW The Charles Schwab Corp 0.0%
Value ($000) $181,396 Shares 2,783 Est. Cost $41.98 Unrealized +35.6%
AFL A F L A C Inc 0.0%
Value ($000) $180,205 Shares 3,521 Est. Cost $36.33 Unrealized +18.0%
NOC Northrop Grumman Corp 0.0%
Value ($000) $171,529 Shares 530 Est. Cost $318.67 Unrealized -12.7%
CBRE CBRE Group Inc 0.0%
Value ($000) $170,482 Shares 2,155 Est. Cost $52.59 Unrealized +34.5%
ECL Ecolab Inc 0.0%
Value ($000) $168,259 Shares 786 Est. Cost $139.75 Unrealized +44.2%
WSO Watsco Inc 0.0%
Value ($000) $167,685 Shares 643 Est. Cost $169.13 Unrealized +45.8%
Citigroup Inc 0.0%
Value ($000) $167,010 Shares 4,013 Est. Cost $41617.24 Unrealized
APH Amphenol Corp Cl A 0.0%
Value ($000) $164,001 Shares 2,486 Est. Cost $26.34 Unrealized +17.8%
IR Ingersoll-Rand plc 0.0%
Value ($000) $162,688 Shares 3,306 Est. Cost $31.60 Unrealized +45.7%
KWR Quaker Chemical Corp 0.0%
Value ($000) $158,451 Shares 650 Est. Cost $225.91 Unrealized +18.2%
EHC Encompass Health Corp 0.0%
Value ($000) $157,084 Shares 1,918 Est. Cost $55.24 Unrealized +11.9%
Xilinx Inc 0.0%
Value ($000) $146,822 Shares 1,185 Est. Cost $5544.06 Unrealized
CHS Inc 0.0%
Value ($000) $143,374 Shares 4,980 Est. Cost $27370.08 Unrealized
LHX L3Harris Technologies Ord 0.0%
Value ($000) $142,281 Shares 702 Est. Cost $180.52 Unrealized -6.0%
Tri-County Financial Cp 0.0%
Value ($000) $141,795 Shares 4,140 Est. Cost $33.33 Unrealized
EEM Ishares Msci Emrg Mkt Fd 0.0%
Value ($000) $140,284 Shares 2,630 Est. Cost $45066.13 Unrealized
EPR EPR Properties 0.0%
Value ($000) $139,770 Shares 3,000 Est. Cost $33130.00 Unrealized
CNI Canadian Natl Ry Co 0.0%
Value ($000) $138,596 Shares 1,195 Est. Cost $76.01 Unrealized +33.0%
FTNT Fortinet Inc 0.0%
Value ($000) $138,315 Shares 750 Est. Cost $15.29 Unrealized +114.0%
PRU Prudential Financial Inc 0.0%
Value ($000) $136,668 Shares 1,500 Est. Cost $65.92 Unrealized +2.8%
ETFMG Alternative Harvest ETF 0.0%
Value ($000) $132,820 Shares 5,800 Est. Cost $14.31 Unrealized
MRNA Moderna Inc 0.0%
Value ($000) $131,212 Shares 1,002 Est. Cost $23.01 Unrealized +529.9%
CHCO City Holding Co 0.0%
Value ($000) $131,012 Shares 1,602 Est. Cost $63.61 Unrealized +3.6%
AEP Amer Electric Pwr Co Inc 0.0%
Value ($000) $130,170 Shares 1,537 Est. Cost $69.21 Unrealized -2.5%
RPM Rpm International Inc 0.0%
Value ($000) $128,590 Shares 1,400 Est. Cost $64.41 Unrealized +34.2%
IJT Ishares S&P Small-Cap 0.0%
Value ($000) $128,230 Shares 1,000 Est. Cost $88277.00 Unrealized
DIA Diamonds TRUST Series I 0.0%
Value ($000) $127,449 Shares 386 Est. Cost $178951.78 Unrealized
KR Kroger Company 0.0%
Value ($000) $126,109 Shares 3,504 Est. Cost $29.06 Unrealized +6.0%
AUDC AudioCodes Ltd 0.0%
Value ($000) $125,889 Shares 4,666 Est. Cost $25.31 Unrealized +1.5%
NVS Novartis A G Spon Adr 0.0%
Value ($000) $123,946 Shares 1,450 Est. Cost $34616.00 Unrealized
EG Everest Re Group Ltd 0.0%
Value ($000) $123,162 Shares 497 Est. Cost $199.69 Unrealized +8.5%
TYL Tyler Technologies Inc 0.0%
Value ($000) $123,114 Shares 290 Est. Cost $412.56 Unrealized +4.7%
CARE Carter Bank & Trust 0.0%
Value ($000) $121,452 Shares 8,700 Est. Cost $8.50 Unrealized +42.7%
SUI Sun Communities Inc 0.0%
Value ($000) $120,032 Shares 800 Est. Cost $150100.00 Unrealized
PCAR Paccar Inc 0.0%
Value ($000) $119,588 Shares 1,287 Est. Cost $48.35 Unrealized +7.5%
ROST Ross Stores Inc 0.0%
Value ($000) $117,512 Shares 980 Est. Cost $85.58 Unrealized +31.1%
MAIN Main Str Cap Corp Com 0.0%
Value ($000) $117,450 Shares 3,000 Est. Cost $39.38 Unrealized -10.8%
CL Colgate-Palmolive Co 0.0%
Value ($000) $116,195 Shares 1,474 Est. Cost $66.46 Unrealized +5.3%
CMPS Compass Pathways PLC 0.0%
Value ($000) $114,878 Shares 3,120 Est. Cost $7708.63 Unrealized
ABNB Airbnb Inc 0.0%
Value ($000) $112,764 Shares 600 Est. Cost $164.88 Unrealized +12.4%
WST West Pharmaceutical Services Inc 0.0%
Value ($000) $111,021 Shares 394 Est. Cost $277.09 Unrealized +2.1%
IYJ iShares US Industrials 0.0%
Value ($000) $110,975 Shares 1,050 Est. Cost $67716.95 Unrealized
MIDD Middleby Corp The 0.0%
Value ($000) $110,390 Shares 666 Est. Cost $120.71 Unrealized +22.0%
BEP Brookfield Renewable Partners LP 0.0%
Value ($000) $109,397 Shares 2,568 Est. Cost $31095.63 Unrealized
Cantel Medical Corp 0.0%
Value ($000) $108,343 Shares 1,357 Est. Cost $78.80 Unrealized
DES WisdomTree SmallCap Dividend ETF 0.0%
Value ($000) $108,059 Shares 3,469 Est. Cost $27539.93 Unrealized
AIVL WisdomTree US Dividend ex-Financials ETF 0.0%
Value ($000) $107,976 Shares 1,145 Est. Cost $85489.95 Unrealized
BAX Baxter International Inc 0.0%
Value ($000) $107,188 Shares 1,271 Est. Cost $66.08 Unrealized +8.1%
EBAY Ebay Inc 0.0%
Value ($000) $106,496 Shares 1,739 Est. Cost $39.68 Unrealized +34.1%
GM General Motors Corp 0.0%
Value ($000) $105,152 Shares 1,830 Est. Cost $45.32 Unrealized +13.1%
DON WisdomTree US MidCap Dividend ETF 0.0%
Value ($000) $103,637 Shares 2,564 Est. Cost $35790.17 Unrealized
QQQ PowerShares QQQ ETF 0.0%
Value ($000) $103,398 Shares 324 Est. Cost $90314.83 Unrealized
INTU Intuit Inc 0.0%
Value ($000) $102,660 Shares 268 Est. Cost $220.75 Unrealized +69.3%
TSLA Tesla, Inc 0.0%
Value ($000) $102,193 Shares 153 Est. Cost $99.04 Unrealized +153.5%
NuStar Energy LP 0.0%
Value ($000) $99,268 Shares 4,150 Est. Cost $24070.12 Unrealized
MCK Mckesson Corporation 0.0%
Value ($000) $99,080 Shares 508 Est. Cost $123.13 Unrealized +44.0%
TSN Tyson Foods Inc Cl A 0.0%
Value ($000) $98,670 Shares 1,328 Est. Cost $53.20 Unrealized +11.9%
WRB Berkley W R Corp 0.0%
Value ($000) $95,921 Shares 1,273 Est. Cost $20.66 Unrealized +32.5%
FISV Fiserv Inc 0.0%
Value ($000) $95,232 Shares 800 Est. Cost $114.76 Unrealized 0.0%
IGM iShares North American Tech 0.0%
Value ($000) $92,017 Shares 255 Est. Cost $309058.80 Unrealized
VXUS Vanguard Total International Stock ETF 0.0%
Value ($000) $91,166 Shares 1,454 Est. Cost $56.78 Unrealized
T A T & T Inc New 0.0%
Value ($000) $87,783 Shares 2,900 Est. Cost $15.52 Unrealized +4.0%
PSX Phillips 0.0%
Value ($000) $87,043 Shares 1,067 Est. Cost $52.51 Unrealized +23.6%
PAYX Paychex Inc 0.0%
Value ($000) $85,768 Shares 875 Est. Cost $69.44 Unrealized +15.8%
VOOV Vanguard S&P 500 Value ETF 0.0%
Value ($000) $85,568 Shares 626 Est. Cost $112410.55 Unrealized
ZBH Zimmer Biomet Holdings Inc 0.0%
Value ($000) $85,002 Shares 531 Est. Cost $114.30 Unrealized +30.1%
MPC Marathon Petroleum Corp 0.0%
Value ($000) $83,658 Shares 1,564 Est. Cost $31.23 Unrealized +42.8%
DD Dupont De Nemours Inc 0.0%
Value ($000) $81,608 Shares 1,056 Est. Cost $25.88 Unrealized +12.3%
DOW Dow Chemical Company 0.0%
Value ($000) $81,396 Shares 1,273 Est. Cost $37.42 Unrealized +22.4%
Seagate Technology 0.0%
Value ($000) $80,588 Shares 1,050 Est. Cost $49270.48 Unrealized
KNSL Kinsale Cap Group Inc Com 0.0%
Value ($000) $78,280 Shares 475 Est. Cost $94.71 Unrealized +92.0%
SCHZ Schwab US Aggregate Bond ETF 0.0%
Value ($000) $78,261 Shares 1,451 Est. Cost $31828.67 Unrealized
BBJP JPMorgan BetaBuilders Japan ETF 0.0%
Value ($000) $77,466 Shares 2,720 Est. Cost $28480.15 Unrealized
DPZ Dominos Pizza Inc 0.0%
Value ($000) $77,236 Shares 210 Est. Cost $287.28 Unrealized +20.6%
Liberty Media Corp Delaware Com C Siriusxm 0.0%
Value ($000) $76,972 Shares 1,745 Est. Cost $41.83 Unrealized
SLV iShares Silver Trust 0.0%
Value ($000) $76,771 Shares 3,382 Est. Cost $2456.36 Unrealized
DG Dollar General Corp 0.0%
Value ($000) $76,590 Shares 378 Est. Cost $193.27 Unrealized -4.6%
American Well Cl A Ord 0.0%
Value ($000) $76,445 Shares 4,401 Est. Cost $17369.92 Unrealized
Digital Rlty Tr Inc 6.625 Pfd Ser C 0.0%
Value ($000) $76,050 Shares 3,000 Est. Cost $9180.78 Unrealized
XYL Xylem Inc 0.0%
Value ($000) $74,888 Shares 712 Est. Cost $69.65 Unrealized +37.5%
CHKP Check Pt Software Tech 0.0%
Value ($000) $72,781 Shares 650 Est. Cost $122.19 Unrealized -1.4%
AMT Amern Tower Corp Class A 0.0%
Value ($000) $72,674 Shares 304 Est. Cost $163.78 Unrealized +17.4%
FNF Fidelity Natl Finl Inc 0.0%
Value ($000) $72,050 Shares 1,772 Est. Cost $33.65 Unrealized -10.3%
A Agilent Technologies Inc 0.0%
Value ($000) $71,961 Shares 566 Est. Cost $80.66 Unrealized +48.4%
ALL Allstate Corporation 0.0%
Value ($000) $70,204 Shares 611 Est. Cost $86.89 Unrealized +12.4%
ETN Eaton Corporation 0.0%
Value ($000) $69,831 Shares 505 Est. Cost $71.22 Unrealized +67.0%
CLX Clorox Company 0.0%
Value ($000) $69,437 Shares 360 Est. Cost $176.37 Unrealized -6.4%
Royal Dutch Shell A Adrf 0.0%
Value ($000) $68,578 Shares 1,749 Est. Cost $37850.06 Unrealized
IYG iShares US Financial Services ETF 0.0%
Value ($000) $68,508 Shares 400 Est. Cost $122020.00 Unrealized
VWO Vanguard Emerging Market 0.0%
Value ($000) $68,186 Shares 1,310 Est. Cost $43408.51 Unrealized
GIS General Mills Inc 0.0%
Value ($000) $66,226 Shares 1,080 Est. Cost $50.86 Unrealized -3.8%
GH Guardant Health Inc 0.0%
Value ($000) $65,792 Shares 431 Est. Cost $86.49 Unrealized +74.7%
GS Goldman Sachs Group Inc 0.0%
Value ($000) $65,400 Shares 200 Est. Cost $174.57 Unrealized +58.6%
XEL Xcel Energy Inc 0.0%
Value ($000) $64,847 Shares 975 Est. Cost $59.11 Unrealized -8.6%
SDOG ALPS Sector Dividend Dogs ETF 0.0%
Value ($000) $64,235 Shares 1,248 Est. Cost $45.67 Unrealized
GEN Symantec Corp 0.0%
Value ($000) $63,886 Shares 3,005 Est. Cost $12.38 Unrealized +53.0%
DTE D T E Energy Company 0.0%
Value ($000) $63,242 Shares 475 Est. Cost $88.92 Unrealized +0.4%
MELI Mercadolibre Inc 0.0%
Value ($000) $61,830 Shares 42 Est. Cost $587.65 Unrealized +188.7%
EW Edwards Lifesciences Cp 0.0%
Value ($000) $61,224 Shares 732 Est. Cost $63.91 Unrealized +32.3%
AAP Advance Auto Parts Inc 0.0%
Value ($000) $61,102 Shares 333 Est. Cost $127.12 Unrealized +17.3%
O Realty Income Corp 0.0%
Value ($000) $60,325 Shares 950 Est. Cost $48.29 Unrealized -4.3%
VXRT Vaxart Inc Com New 0.0%
Value ($000) $60,198 Shares 9,950 Est. Cost $4.98 Unrealized +54.5%
CMI Cummins Inc 0.0%
Value ($000) $59,505 Shares 230 Est. Cost $138.62 Unrealized +60.1%
GRMN Garmin Ltd 0.0%
Value ($000) $59,333 Shares 450 Est. Cost $90.49 Unrealized +23.5%
GBTC Grayscale Bitcoin Tr Btc Shs Accd Invs 0.0%
Value ($000) $58,797 Shares 1,175 Est. Cost $4780.43 Unrealized
THG Hanover Insurance Group 0.0%
Value ($000) $58,257 Shares 450 Est. Cost $98.07 Unrealized +9.6%
RWR Spdr Dow Jones Reit 0.0%
Value ($000) $57,275 Shares 605 Est. Cost $92.56 Unrealized
EVRG Evergy Inc 0.0%
Value ($000) $56,434 Shares 948 Est. Cost $42.89 Unrealized +6.0%
Magellan Midstream Ptnrs 0.0%
Value ($000) $56,368 Shares 1,300 Est. Cost $24667.27 Unrealized
HPQ Hewlett-Packard Company 0.0%
Value ($000) $56,261 Shares 1,772 Est. Cost $17.85 Unrealized +30.7%
VFC V F Corporation 0.0%
Value ($000) $55,944 Shares 700 Est. Cost $79.91 Unrealized +1.6%
YUM Yum Brands Inc 0.0%
Value ($000) $55,172 Shares 510 Est. Cost $92.76 Unrealized +4.2%
NWL Newell Brands Inc 0.0%
Value ($000) $53,560 Shares 2,000 Est. Cost $18.34 Unrealized +9.1%
GILD Gilead Sciences Inc 0.0%
Value ($000) $52,609 Shares 814 Est. Cost $49.35 Unrealized +8.1%
CVNA Carvana Co 0.0%
Value ($000) $52,480 Shares 200 Est. Cost $228.56 Unrealized +20.6%
ST Sensata Technologies Holding N.V. 0.0%
Value ($000) $52,445 Shares 905 Est. Cost $46.64 Unrealized +23.6%
CEF Sprott Physical Gold & Silver Trust 0.0%
Value ($000) $52,110 Shares 3,000 Est. Cost $11.67 Unrealized
ES Eversource Energy 0.0%
Value ($000) $51,954 Shares 600 Est. Cost $52.10 Unrealized +34.9%
IYW Ishares U S Technology Etf 0.0%
Value ($000) $51,918 Shares 592 Est. Cost $101.91 Unrealized
WFC Wells Fargo & Co New 0.0%
Value ($000) $51,025 Shares 1,306 Est. Cost $40.03 Unrealized -21.0%
AES A E S Corp 0.0%
Value ($000) $50,269 Shares 1,875 Est. Cost $10.71 Unrealized +107.5%
EXI iShares Global Industrials ETF 0.0%
Value ($000) $49,270 Shares 425 Est. Cost $93202.35 Unrealized
CTSH Cognizant Tech Sol Cl A 0.0%
Value ($000) $49,216 Shares 630 Est. Cost $69.88 Unrealized +2.5%
GLD Spdr Gold TRUST 0.0%
Value ($000) $48,308 Shares 302 Est. Cost $89199.07 Unrealized
Apollo Global Management LLC Class A 0.0%
Value ($000) $47,010 Shares 1,000 Est. Cost $37.00 Unrealized
INGR Ingredion Inc 0.0%
Value ($000) $46,938 Shares 522 Est. Cost $102.11 Unrealized -16.3%
L Brands Inc 0.0%
Value ($000) $46,395 Shares 750 Est. Cost $28888.00 Unrealized
CHURCHILL CAPITAL CL A ORD 0.0%
Value ($000) $46,360 Shares 2,000 Est. Cost $23180.00 Unrealized
WPC W P Carey Inc 0.0%
Value ($000) $46,277 Shares 654 Est. Cost $75566.88 Unrealized
JBSS Sanfilippo John B & Son Inc 0.0%
Value ($000) $45,185 Shares 500 Est. Cost $75.10 Unrealized +15.3%
HIW Highwoods Pptys Inc 0.0%
Value ($000) $43,670 Shares 1,017 Est. Cost $47.20 Unrealized
STORE Capital Corp 0.0%
Value ($000) $43,550 Shares 1,300 Est. Cost $14402.07 Unrealized
WTW Willis Towers Watson PLC 0.0%
Value ($000) $43,258 Shares 189 Est. Cost $157.92 Unrealized +29.2%
AVGO Avago Technologies Ltd 0.0%
Value ($000) $42,657 Shares 92 Est. Cost $19.57 Unrealized +112.8%
CDP Corporate Office Properties Trust 0.0%
Value ($000) $42,260 Shares 1,605 Est. Cost $23720.00 Unrealized
2U Inc 0.0%
Value ($000) $42,053 Shares 1,100 Est. Cost $74.55 Unrealized
LAMR Lamar Advertising Co A 0.0%
Value ($000) $41,700 Shares 444 Est. Cost $89260.67 Unrealized
VIGI Vanguard Intl Div Apprec ETF 0.0%
Value ($000) $41,581 Shares 502 Est. Cost $61647.63 Unrealized
CDK GLOBAL INC 0.0%
Value ($000) $41,410 Shares 766 Est. Cost $1987.46 Unrealized
Activision Inc 0.0%
Value ($000) $41,385 Shares 445 Est. Cost $93000.00 Unrealized
SHW Sherwin Williams Co 0.0%
Value ($000) $41,329 Shares 56 Est. Cost $180.64 Unrealized +26.3%
BABA Alibaba Group Holding Ltd 0.0%
Value ($000) $40,811 Shares 180 Est. Cost $165745.75 Unrealized
ET Energy Transfer Equity LP 0.0%
Value ($000) $40,506 Shares 5,274 Est. Cost $2651.52 Unrealized
MLM Martin Marietta Matrls 0.0%
Value ($000) $40,298 Shares 120 Est. Cost $255.58 Unrealized +21.2%
IDXX Idexx Labs Inc 0.0%
Value ($000) $39,145 Shares 80 Est. Cost $501.01 Unrealized 0.0%
TTWO Take-Two Interactive Software Inc 0.0%
Value ($000) $39,051 Shares 221 Est. Cost $121.70 Unrealized +55.7%
Ohr Pharmaceutical Inc 0.0%
Value ($000) $36,950 Shares 5,000 Est. Cost $1162.64 Unrealized
LEG Leggett & Platt Inc 0.0%
Value ($000) $36,520 Shares 800 Est. Cost $31.01 Unrealized +43.5%
TOWN Townebank Portsmouth Va 0.0%
Value ($000) $36,298 Shares 1,194 Est. Cost $31.86 Unrealized -12.8%
HIG Hartford Finl Svcs Grp 0.0%
Value ($000) $36,200 Shares 542 Est. Cost $44.28 Unrealized +10.3%
BYND Beyond Meat Inc 0.0%
Value ($000) $36,043 Shares 277 Est. Cost $144.92 Unrealized +1.5%
Carlotz Cl A Ord 0.0%
Value ($000) $35,828 Shares 5,025 Est. Cost $7129.95 Unrealized
Ansys Inc 0.0%
Value ($000) $35,314 Shares 104 Est. Cost $183.57 Unrealized
IEUR iShares Core MSCI Europe 0.0%
Value ($000) $35,081 Shares 650 Est. Cost $44710.77 Unrealized
LULU Lululemon Athletica Inc 0.0%
Value ($000) $34,352 Shares 112 Est. Cost $257.68 Unrealized +27.4%
STZ Constellation Brand Cl A 0.0%
Value ($000) $34,200 Shares 150 Est. Cost $170.74 Unrealized +21.8%
RUSHB Rush Enterprises Inc 0.0%
Value ($000) $34,043 Shares 755 Est. Cost $16.18 Unrealized +57.6%
CTVA Corteva Inc com 0.0%
Value ($000) $33,846 Shares 726 Est. Cost $25.11 Unrealized +66.9%
AEE Ameren Corporation 0.0%
Value ($000) $33,358 Shares 410 Est. Cost $51.05 Unrealized +27.0%
LBRDK Liberty Broadband Corp 0.0%
Value ($000) $33,333 Shares 222 Est. Cost $123.75 Unrealized +14.5%
ED Consolidated Edison Hldg Co Inc 0.0%
Value ($000) $32,912 Shares 440 Est. Cost $60.48 Unrealized -2.2%
NTRA Natera Inc 0.0%
Value ($000) $31,985 Shares 315 Est. Cost $28.57 Unrealized +283.5%
DBV Technologies SA 0.0%
Value ($000) $31,980 Shares 6,000 Est. Cost $4442.17 Unrealized
COLM Columbia Sportswear Co 0.0%
Value ($000) $31,900 Shares 302 Est. Cost $80.68 Unrealized +13.9%
AN Autonation Inc 0.0%
Value ($000) $31,508 Shares 338 Est. Cost $62.88 Unrealized +27.5%
FAST Fastenal Co 0.0%
Value ($000) $30,621 Shares 609 Est. Cost $16.09 Unrealized +32.3%
EA Electronic Arts Inc 0.0%
Value ($000) $30,458 Shares 225 Est. Cost $122.56 Unrealized +10.1%
ACM Aecom Technology Corp 0.0%
Value ($000) $30,452 Shares 475 Est. Cost $48.74 Unrealized +12.3%
MSI Motorola Solutions Inc Com New 0.0%
Value ($000) $30,276 Shares 161 Est. Cost $144.86 Unrealized +16.0%
YUMC Yum China Hldgs Inc Com 0.0%
Value ($000) $30,197 Shares 510 Est. Cost $56.16 Unrealized +6.4%
Brookfield Renewable Corp Ordinary Shares - Class 0.0%
Value ($000) $29,905 Shares 639 Est. Cost $39086.59 Unrealized
GPN Global Payments Inc 0.0%
Value ($000) $29,834 Shares 148 Est. Cost $141.56 Unrealized +34.8%
PNW Pinnacle West Capital Cp 0.0%
Value ($000) $29,693 Shares 365 Est. Cost $61.31 Unrealized +1.8%
UGI U G I Corporation New 0.0%
Value ($000) $29,527 Shares 720 Est. Cost $53.89 Unrealized -28.3%
IYR iShares US Real Estate ETF 0.0%
Value ($000) $29,329 Shares 319 Est. Cost $78.37 Unrealized
Ideanomics Inc 0.0%
Value ($000) $29,200 Shares 10,000 Est. Cost $2920.00 Unrealized
SNA Snap On Inc 0.0%
Value ($000) $28,843 Shares 125 Est. Cost $146.41 Unrealized +18.6%
ATHENE HOLDING LTD 6.35 SER A 0.0%
Value ($000) $28,700 Shares 1,000 Est. Cost $26400.00 Unrealized
GLPI Gaming and Leisure Properties Inc 0.0%
Value ($000) $28,258 Shares 666 Est. Cost $42976.69 Unrealized
Linde plc 0.0%
Value ($000) $28,014 Shares 100 Est. Cost $280140.00 Unrealized
VCSH Vanguard Corp Bond Etf 0.0%
Value ($000) $27,885 Shares 338 Est. Cost $79818.05 Unrealized
VOT Vanguard Mid-Cap Growth ETF 0.0%
Value ($000) $27,682 Shares 129 Est. Cost $177747.61 Unrealized
Duke Energy Corp New Dp Rep Pfd A 0.0%
Value ($000) $27,650 Shares 1,000 Est. Cost $26420.00 Unrealized
MHLD 8.25 PERP A Maiden Holdings Ltdpref Shs Ser A 0.0%
Value ($000) $27,320 Shares 2,000 Est. Cost $13.25 Unrealized
RWT Redwood TRUST Inc 0.0%
Value ($000) $26,930 Shares 2,587 Est. Cost $6898.47 Unrealized
DLTR Dollar Tree Inc 0.0%
Value ($000) $26,784 Shares 234 Est. Cost $97.19 Unrealized +10.6%
ORLY O Reilly Automotive Inc 0.0%
Value ($000) $26,377 Shares 52 Est. Cost $28.61 Unrealized +8.3%
LW Lamb Weston Holdings Inc 0.0%
Value ($000) $25,801 Shares 333 Est. Cost $55.13 Unrealized +31.9%
Black Knight Inc 0.0%
Value ($000) $25,749 Shares 348 Est. Cost $64481.38 Unrealized
BP Bp Plc Adr 0.0%
Value ($000) $25,519 Shares 1,048 Est. Cost $16879.52 Unrealized
NXPI NXP Semiconductors NV 0.0%
Value ($000) $25,168 Shares 125 Est. Cost $167.49 Unrealized 0.0%
ALLE Allegion PLC 0.0%
Value ($000) $25,124 Shares 200 Est. Cost $76.93 Unrealized +40.7%
DELL Dell Inc 0.0%
Value ($000) $25,123 Shares 285 Est. Cost $24.29 Unrealized +54.6%
BDX Becton Dickinson & Co 0.0%
Value ($000) $24,708 Shares 102 Est. Cost $220.71 Unrealized +2.2%
Lab Cp Of Amer Hldg New 0.0%
Value ($000) $24,228 Shares 95 Est. Cost $255031.58 Unrealized
MOS Mosaic Company 0.0%
Value ($000) $23,708 Shares 750 Est. Cost $23.75 Unrealized +11.9%
WELL Welltower Inc Com 0.0%
Value ($000) $23,638 Shares 330 Est. Cost $66.78 Unrealized -11.6%
9 Meters Biopharma Ord 0.0%
Value ($000) $23,400 Shares 20,000 Est. Cost $572.90 Unrealized
IQLT iShares Edge MSCI Intl Quality Fctr ETF 0.0%
Value ($000) $23,103 Shares 634 Est. Cost $29.62 Unrealized
VEA Vanguard FTSE International 0.0%
Value ($000) $22,443 Shares 457 Est. Cost $42.02 Unrealized
CINF Cincinnati Financial Cp 0.0%
Value ($000) $22,061 Shares 214 Est. Cost $91.15 Unrealized -7.0%
PTON Peloton Interactive Inc 0.0%
Value ($000) $22,038 Shares 196 Est. Cost $123.98 Unrealized +7.0%
Triton International Ltd 0.0%
Value ($000) $21,996 Shares 400 Est. Cost $27510.00 Unrealized
KNX Knight Swift Transn Hldgs Inc 0.0%
Value ($000) $21,641 Shares 450 Est. Cost $32.54 Unrealized +27.7%
Cimarex Energy Co 0.0%
Value ($000) $21,380 Shares 360 Est. Cost $59388.89 Unrealized
ELS Equity Lifestyle Properties Inc 0.0%
Value ($000) $20,631 Shares 324 Est. Cost $95952.16 Unrealized
VT Vanguard Total World Stock ETF 0.0%
Value ($000) $19,944 Shares 205 Est. Cost $73.17 Unrealized
Global X YieldCo&Renewable Engy Inc ETF 0.0%
Value ($000) $19,863 Shares 1,250 Est. Cost $15890.40 Unrealized
Glaxosmithkline Plc Adrf 0.0%
Value ($000) $19,237 Shares 539 Est. Cost $28652.99 Unrealized
COP Conocophillips 0.0%
Value ($000) $19,069 Shares 360 Est. Cost $38.28 Unrealized +8.1%
STT State Street Corp 0.0%
Value ($000) $18,902 Shares 225 Est. Cost $61.30 Unrealized +7.8%
Liberty Media Group 0.0%
Value ($000) $18,874 Shares 436 Est. Cost $41.28 Unrealized
VGT Vanguard Information Technology ETF 0.0%
Value ($000) $18,283 Shares 51 Est. Cost $210882.36 Unrealized
Viacomcbs Cl B Ord 0.0%
Value ($000) $18,175 Shares 403 Est. Cost $45099.25 Unrealized
EOG E O G Resources Inc 0.0%
Value ($000) $18,133 Shares 250 Est. Cost $50.41 Unrealized 0.0%
VTRS Mylan Nv 0.0%
Value ($000) $17,896 Shares 1,281 Est. Cost $13.33 Unrealized -0.1%
ADAPY Adaptimmune Therapeutics PLC 0.0%
Value ($000) $17,698 Shares 3,333 Est. Cost $5.40 Unrealized
PH Parker-Hannifin Corp 0.0%
Value ($000) $17,664 Shares 56 Est. Cost $156.48 Unrealized +72.9%
GME Gamestop Corp New Cl A 0.0%
Value ($000) $17,653 Shares 93 Est. Cost $29.52 Unrealized 0.0%
JBGS JBG SMITH Properties 0.0%
Value ($000) $17,485 Shares 550 Est. Cost $23129.99 Unrealized
HSY Hershey Company 0.0%
Value ($000) $17,388 Shares 110 Est. Cost $108.95 Unrealized +23.1%
SNY Sanofi Aventis Adr 0.0%
Value ($000) $17,311 Shares 350 Est. Cost $43688.93 Unrealized
WY Weyerhaeuser Co 0.0%
Value ($000) $17,266 Shares 485 Est. Cost $25.91 Unrealized +7.6%
IP International Paper Co 0.0%
Value ($000) $17,032 Shares 315 Est. Cost $34.11 Unrealized +15.6%
G Genpact Limited 0.0%
Value ($000) $16,486 Shares 385 Est. Cost $27.86 Unrealized +40.1%
ROP Roper Industries Inc 0.0%
Value ($000) $16,134 Shares 40 Est. Cost $282.40 Unrealized +38.0%
Inari Medical Inc Ordinary Shares 0.0%
Value ($000) $16,050 Shares 150 Est. Cost $32322.22 Unrealized
VTR Ventas Inc 0.0%
Value ($000) $16,002 Shares 300 Est. Cost $45.09 Unrealized -4.1%
ALC Alcon Inc Ord Shs 0.0%
Value ($000) $15,720 Shares 224 Est. Cost $58.28 Unrealized +19.8%
AMD Advanced Micro Devices 0.0%
Value ($000) $15,700 Shares 200 Est. Cost $53.02 Unrealized +62.4%
OMC Omnicom Group Inc 0.0%
Value ($000) $15,572 Shares 210 Est. Cost $52.64 Unrealized +10.4%
Canopy Growth Corp 0.0%
Value ($000) $15,535 Shares 485 Est. Cost $20582.55 Unrealized
LYFT Lyft Inc 0.0%
Value ($000) $15,402 Shares 244 Est. Cost $55.82 Unrealized 0.0%
RS Reliance Stl & Aluminum 0.0%
Value ($000) $15,229 Shares 100 Est. Cost $134.50 Unrealized 0.0%
IONS Ionis Pharmaceuticals Inc 0.0%
Value ($000) $15,017 Shares 334 Est. Cost $52.70 Unrealized +5.8%
FANG Diamondback Energy Inc Com Usd0.01 0.0%
Value ($000) $14,698 Shares 200 Est. Cost $55.57 Unrealized 0.0%
SLB Schlumberger Ltd 0.0%
Value ($000) $13,867 Shares 510 Est. Cost $16.89 Unrealized +40.4%
Healthcare Realty TRUST 0.0%
Value ($000) $13,644 Shares 450 Est. Cost $29.01 Unrealized
CRON Cronos Group Inc 0.0%
Value ($000) $13,055 Shares 1,380 Est. Cost $7.65 Unrealized +38.4%
Lazard Ltd 0.0%
Value ($000) $13,053 Shares 300 Est. Cost $37430.00 Unrealized
CHD Church & Dwight Co Inc 0.0%
Value ($000) $12,753 Shares 146 Est. Cost $83.37 Unrealized -5.5%
CFG Citizens Finl Group Inc Com 0.0%
Value ($000) $12,671 Shares 287 Est. Cost $29.36 Unrealized +15.4%
XLY Sector Spdr Consumer Fd 0.0%
Value ($000) $12,605 Shares 75 Est. Cost $91684.74 Unrealized
F Ford Motor Company New 0.0%
Value ($000) $12,507 Shares 1,021 Est. Cost $8.63 Unrealized +0.6%
L Loews Corporation 0.0%
Value ($000) $11,738 Shares 229 Est. Cost $45.19 Unrealized +5.9%
RGA Reinsurance Grp Of Amer 0.0%
Value ($000) $11,471 Shares 91 Est. Cost $151.55 Unrealized -21.6%
FTV Fortive Corp Com 0.0%
Value ($000) $11,302 Shares 160 Est. Cost $49.00 Unrealized +3.4%
CC The Chemours Company 0.0%
Value ($000) $10,941 Shares 392 Est. Cost $32.39 Unrealized -31.0%
Processa Pharmaceuticals Inc 0.0%
Value ($000) $10,900 Shares 1,000 Est. Cost $10900.00 Unrealized
FULT Fulton Financial Corp 0.0%
Value ($000) $10,814 Shares 635 Est. Cost $12.85 Unrealized -1.9%
CPKF Chesapeake Financial Shares Inc 0.0%
Value ($000) $9,806 Shares 412 Est. Cost $18.51 Unrealized +8.3%
OIH VanEck Vectors Oil Services ETF 0.0%
Value ($000) $9,557 Shares 50 Est. Cost $191140.00 Unrealized
NOW ServiceNow Inc 0.0%
Value ($000) $9,502 Shares 19 Est. Cost $62.52 Unrealized +68.9%
SCHF Schwab International Equity ETF 0.0%
Value ($000) $9,480 Shares 252 Est. Cost $32089.93 Unrealized
DLS WisdomTree International Small Cap Div 0.0%
Value ($000) $8,916 Shares 123 Est. Cost $56185.23 Unrealized
SCHE Schwab Emerging Markets Equity ETF 0.0%
Value ($000) $8,612 Shares 271 Est. Cost $26617.61 Unrealized
VICI VICI Properties Inc 0.0%
Value ($000) $8,472 Shares 300 Est. Cost $20.94 Unrealized 0.0%
UNM Unumprovident Corp 0.0%
Value ($000) $8,460 Shares 304 Est. Cost $29.70 Unrealized -12.6%
CAH Cardinal Health Inc 0.0%
Value ($000) $8,384 Shares 138 Est. Cost $41.55 Unrealized +17.8%
NVT Navteq Corp 0.0%
Value ($000) $8,373 Shares 300 Est. Cost $23.72 Unrealized 0.0%
ZBRA Zebra Technologies Cl A 0.0%
Value ($000) $8,248 Shares 17 Est. Cost $336.52 Unrealized +32.5%
GEM Goldman Sachs ActiveBeta EMkts Eq ETF 0.0%
Value ($000) $7,898 Shares 200 Est. Cost $39490.00 Unrealized
CNC Centene Corp 0.0%
Value ($000) $7,733 Shares 121 Est. Cost $63.53 Unrealized -2.5%
IWV iShares Russell 3000 0.0%
Value ($000) $7,354 Shares 31 Est. Cost $161.29 Unrealized
TKR Timken Company 0.0%
Value ($000) $7,305 Shares 90 Est. Cost $47.77 Unrealized +67.0%
Flir Systems Inc 0.0%
Value ($000) $7,059 Shares 125 Est. Cost $54096.00 Unrealized
FDX Fedex Corporation 0.0%
Value ($000) $6,817 Shares 24 Est. Cost $234.19 Unrealized 0.0%
LMND LEMONADE ORD 0.0%
Value ($000) $6,798 Shares 73 Est. Cost $68.06 Unrealized +89.8%
CSGP Costar Group Inc 0.0%
Value ($000) $6,575 Shares 8 Est. Cost $64.98 Unrealized +32.9%
Amcor Plc Com Usd0.01 0.0%
Value ($000) $6,354 Shares 544 Est. Cost $9.23 Unrealized +1.0%
IVZ Invesco Ltd. 0.0%
Value ($000) $6,179 Shares 245 Est. Cost $12.44 Unrealized +47.0%
Hill Rom Holdings Inc 0.0%
Value ($000) $5,855 Shares 53 Est. Cost $94.34 Unrealized
TCNNF Trulieve Cannabis Corp 0.0%
Value ($000) $5,729 Shares 126 Est. Cost $45.55 Unrealized 0.0%
XYZ Square Inc 0.0%
Value ($000) $5,676 Shares 25 Est. Cost $151.97 Unrealized +53.9%
Healthcare Trust of America Inc 0.0%
Value ($000) $5,516 Shares 200 Est. Cost $27580.00 Unrealized
Aphria Inc 0.0%
Value ($000) $5,511 Shares 300 Est. Cost $6.67 Unrealized
CURLF Curaleaf Holdings Inc 0.0%
Value ($000) $5,453 Shares 356 Est. Cost $15.44 Unrealized 0.0%
GW Pharmaceuticals PLC 0.0%
Value ($000) $5,423 Shares 25 Est. Cost $216920.00 Unrealized
VRTS Virtus Investment Ptnrs 0.0%
Value ($000) $5,417 Shares 23 Est. Cost $100.45 Unrealized +100.1%
PVH Phillips Van Heusen 0.0%
Value ($000) $5,391 Shares 51 Est. Cost $109.50 Unrealized -10.5%
JKHY Henry Jack & Assoc Inc 0.0%
Value ($000) $5,310 Shares 35 Est. Cost $149.01 Unrealized -3.7%
IIPR Innovative Industrial Properties Inc 0.0%
Value ($000) $5,069 Shares 28 Est. Cost $77599.49 Unrealized
MSOS AdvisorShares Pure US Cannabis ETF 0.0%
Value ($000) $5,046 Shares 119 Est. Cost $42403.36 Unrealized
Co-Diagnostics Inc 0.0%
Value ($000) $5,009 Shares 525 Est. Cost $7620.95 Unrealized
GTBIF Green Thumb Industries Inc 0.0%
Value ($000) $4,984 Shares 168 Est. Cost $31.77 Unrealized 0.0%
PSA Public Storage 0.0%
Value ($000) $4,935 Shares 20 Est. Cost $188.24 Unrealized 0.0%
Marvell Tech Group Ltd 0.0%
Value ($000) $4,931 Shares 101 Est. Cost $22406.43 Unrealized
CRLBF Cresco Labs Inc 0.0%
Value ($000) $4,877 Shares 386 Est. Cost $13.58 Unrealized 0.0%
KTB Kontoor Brands Inc COM 0.0%
Value ($000) $4,853 Shares 100 Est. Cost $36.85 Unrealized +21.2%
Capstead Mortgage Corp 0.0%
Value ($000) $4,673 Shares 750 Est. Cost $5.33 Unrealized
TDOC Teladoc Inc 0.0%
Value ($000) $4,544 Shares 25 Est. Cost $116.34 Unrealized +99.4%
DOV Dover Corporation 0.0%
Value ($000) $4,525 Shares 33 Est. Cost $119.60 Unrealized 0.0%
CODI Compass Diversified Holdings 0.0%
Value ($000) $4,399 Shares 190 Est. Cost $13.86 Unrealized +28.1%
FBIN Fortune Brands Hm & Sec 0.0%
Value ($000) $4,312 Shares 45 Est. Cost $41.95 Unrealized +67.3%
Berry Plastics Group Inc 0.0%
Value ($000) $4,298 Shares 70 Est. Cost $24414.75 Unrealized
BF/A Brown-Forman Corp 0.0%
Value ($000) $4,266 Shares 67 Est. Cost $61.90 Unrealized -0.1%
GBCI Glacier Bancorp Inc 0.0%
Value ($000) $3,996 Shares 70 Est. Cost $34.43 Unrealized +34.9%
LZB La-Z-Boy Inc 0.0%
Value ($000) $3,908 Shares 92 Est. Cost $37.04 Unrealized +13.1%
CLF Cleveland Cliffs Inc 0.0%
Value ($000) $3,258 Shares 162 Est. Cost $15.44 Unrealized +5.4%
OGS ONE GAS INC 0.0%
Value ($000) $3,230 Shares 42 Est. Cost $88.47 Unrealized -17.5%
CAG Conagra Foods Inc 0.0%
Value ($000) $3,046 Shares 81 Est. Cost $23.54 Unrealized +20.6%
VRSN Verisign Inc 0.0%
Value ($000) $2,584 Shares 13 Est. Cost $202.87 Unrealized -4.0%
NOK Nokia Corp Spon Adr 0.0%
Value ($000) $2,495 Shares 630 Est. Cost $3100.00 Unrealized
PNR Pentair Inc 0.0%
Value ($000) $2,493 Shares 40 Est. Cost $53.87 Unrealized 0.0%
PLXS Plexus Corp 0.0%
Value ($000) $2,204 Shares 24 Est. Cost $74.60 Unrealized +13.7%
Hillenbrand Inc Com 0.0%
Value ($000) $2,195 Shares 46 Est. Cost $43.48 Unrealized
HRL Hormel Foods Corp 0.0%
Value ($000) $2,102 Shares 44 Est. Cost $42.06 Unrealized -2.5%
MDU M D U Resources Group 0.0%
Value ($000) $2,023 Shares 64 Est. Cost $8.05 Unrealized +17.6%
BJRI Bj S Restaurants Inc 0.0%
Value ($000) $1,975 Shares 34 Est. Cost $34.09 Unrealized +53.6%
Discover Financial Svcs 0.0%
Value ($000) $1,900 Shares 20 Est. Cost $100.00 Unrealized
BOH Bank Of Hawaii Corp 0.0%
Value ($000) $1,879 Shares 21 Est. Cost $55.00 Unrealized +28.3%
RY Royal Bk Of Canada Isin ca7800871021 0.0%
Value ($000) $1,844 Shares 20 Est. Cost $77.38 Unrealized +12.5%
ZM Zoom Video Communications, Inc 0.0%
Value ($000) $1,606 Shares 5 Est. Cost $368.06 Unrealized 0.0%
ARRIVAL ORD 0.0%
Value ($000) $1,606 Shares 100 Est. Cost $16060.00 Unrealized
HBAN Huntington Bancshs Inc 0.0%
Value ($000) $1,572 Shares 100 Est. Cost $9.01 Unrealized +33.5%
PAAS Pan American Silver Cp 0.0%
Value ($000) $1,502 Shares 50 Est. Cost $32.49 Unrealized 0.0%
PINS Pinterest Inc 0.0%
Value ($000) $1,481 Shares 20 Est. Cost $74.38 Unrealized 0.0%
ORI Old Republic Intl Corp 0.0%
Value ($000) $1,420 Shares 65 Est. Cost $11.18 Unrealized +21.5%
Denny s Corp 0.0%
Value ($000) $1,358 Shares 75 Est. Cost $18106.67 Unrealized
GL Globe Life Inc 0.0%
Value ($000) $1,353 Shares 14 Est. Cost $85.37 Unrealized +7.8%
CARR Carrier Global Corp-Wi 0.0%
Value ($000) $1,056 Shares 25 Est. Cost $36.44 Unrealized 0.0%
RWO SPDR Dow Jones Global Real Estate ETF 0.0%
Value ($000) $1,012 Shares 21 Est. Cost $47.62 Unrealized
NIO NIO INC ADS REPSTG CL A ORD SHS 0.0%
Value ($000) $975 Shares 25 Est. Cost $39000.00 Unrealized
Sandy Spring Bancorp Inc 0.0%
Value ($000) $912 Shares 21 Est. Cost $47.62 Unrealized
FITB Fifth Third Bancorp 0.0%
Value ($000) $899 Shares 24 Est. Cost $20.77 Unrealized +35.7%
BLOK Amplify Transformational Data Shrg ETF 0.0%
Value ($000) $838 Shares 15 Est. Cost $55866.67 Unrealized
STBA S & T Bancorp Inc 0.0%
Value ($000) $838 Shares 25 Est. Cost $22.08 Unrealized +34.4%
Escrow Altegrity Inc Com 0.0%
Value ($000) $827 Shares 57 Est. Cost $17.54 Unrealized
BRO Brown & Brown Inc 0.0%
Value ($000) $823 Shares 18 Est. Cost $44.47 Unrealized -0.1%
FCX Freeport Mcmorn Cp&Gld B 0.0%
Value ($000) $823 Shares 25 Est. Cost $19.45 Unrealized +56.0%
JAZZ Jazz Pharmaceuticals PLC 0.0%
Value ($000) $822 Shares 5 Est. Cost $164.55 Unrealized 0.0%
KEY Keycorp Inc New 0.0%
Value ($000) $819 Shares 41 Est. Cost $11.38 Unrealized +33.9%
KMPR Kemper Corp 0.0%
Value ($000) $797 Shares 10 Est. Cost $71.11 Unrealized +8.4%
TPR Tapestry Inc 0.0%
Value ($000) $742 Shares 18 Est. Cost $22.37 Unrealized +52.2%
Draftkings Cl A Ord 0.0%
Value ($000) $736 Shares 12 Est. Cost $61333.33 Unrealized
OrganiGram Holdings Inc 0.0%
Value ($000) $694 Shares 200 Est. Cost $3470.00 Unrealized
BRC Brady Corporation Cl A 0.0%
Value ($000) $535 Shares 10 Est. Cost $40.57 Unrealized +18.8%
AVNS Avanos Med Inc 0.0%
Value ($000) $525 Shares 12 Est. Cost $41.62 Unrealized +12.7%
Validian Corp 0.0%
Value ($000) $516 Shares 40,000 Est. Cost Unrealized
HAL Halliburton Co Hldg Co 0.0%
Value ($000) $429 Shares 20 Est. Cost $14.16 Unrealized +35.1%
Glatfelter Corp 0.0%
Value ($000) $377 Shares 22 Est. Cost Unrealized
ING I N G Groep N V Adr 0.0%
Value ($000) $330 Shares 27 Est. Cost Unrealized
Village Bk & Tr Finlcorp 0.0%
Value ($000) $280 Shares 7 Est. Cost $33000.00 Unrealized
Southwestern Energy Co 0.0%
Value ($000) $237 Shares 51 Est. Cost Unrealized
BNTX BIONTECH SE ADR 0.0%
Value ($000) $218 Shares 2 Est. Cost $69000.00 Unrealized
NTDOY Nintendo Ltd Adr 0.0%
Value ($000) $210 Shares 3 Est. Cost $50571.43 Unrealized
DKS Dicks Sporting Goods Inc 0.0%
Value ($000) $165 Shares 2 Est. Cost $28.54 Unrealized +117.0%
UA UNDER ARMOUR INC-CLASS C 0.0%
Value ($000) $148 Shares 8 Est. Cost $19.38 Unrealized -9.3%
PLTR Palantir Technologies Inc 0.0%
Value ($000) $93 Shares 4 Est. Cost $17.89 Unrealized +53.3%
JBLU Jetblue Airways Corp 0.0%
Value ($000) $61 Shares 3 Est. Cost $18.96 Unrealized -8.6%
Wells Fargo & Co Pfd 0.0%
Value ($000) $45 Shares 41 Est. Cost Unrealized
Playstar Corp New Shs (NV) 0.0%
Value ($000) $0 Shares 750 Est. Cost Unrealized
Com21 0.0%
Value ($000) $0 Shares 134 Est. Cost Unrealized
Amcore Financial Inc. 0.0%
Value ($000) $0 Shares 40 Est. Cost Unrealized
Luxeyard Inc (NV) 0.0%
Value ($000) $0 Shares 150 Est. Cost Unrealized
Performance Sports Group Ltd 0.0%
Value ($000) $0 Shares 35 Est. Cost Unrealized
1/100000 Wells Fargo Pfd (NV) 0.0%
Value ($000) $0 Shares 62,200 Est. Cost Unrealized
APW 0.0%
Value ($000) $0 Shares 160 Est. Cost Unrealized
PGN1EUR Paragon Offshore PLC 0.0%
Value ($000) $0 Shares 45 Est. Cost Unrealized
Pharmanetics Inc 0.0%
Value ($000) $0 Shares 12,398 Est. Cost Unrealized