Heritage Wealth Advisors Diversified Active

CIK: 0001591122 · Show all filings

Period: Q2 2021 (← Previous) (Next →)

Filing Date: Aug 9, 2021

Total Value ($000): $1,623,820,600 (100.0% shares, 0.0% debt)

Holdings (570)

IVV IShares S&P 500 Index 38.4%
Value ($000) $623,260,066 Shares 1,449,712 Est. Cost $11184.85 Unrealized
IWM Ishares Russell 2000 6.6%
Value ($000) $107,654,777 Shares 469,350 Est. Cost $10366.09 Unrealized
ITOT iShares Core S&P Total US Stock Mkt 5.0%
Value ($000) $80,649,148 Shares 816,618 Est. Cost $22799.50 Unrealized
IEFA iShares Core MSCI EAFE 3.3%
Value ($000) $54,073,479 Shares 722,328 Est. Cost $30959.20 Unrealized
AAPL Apple Computer Inc 2.5%
Value ($000) $40,541,636 Shares 296,011 Est. Cost $102.00 Unrealized +24.0%
MSFT Microsoft Corp 2.2%
Value ($000) $36,089,253 Shares 133,220 Est. Cost $148.04 Unrealized +65.3%
IEMG iShares Core MSCI Emerging Markets ETF 1.7%
Value ($000) $27,442,007 Shares 409,643 Est. Cost $56651.04 Unrealized
BRK/B Berkshire Hathaway Cl B 1.5%
Value ($000) $24,674,849 Shares 88,784 Est. Cost $201.55 Unrealized +38.6%
IWS iShares Russell Midcap Value 1.5%
Value ($000) $24,061,606 Shares 209,268 Est. Cost $24818.99 Unrealized
UNH Unitedhealth Group Inc 1.4%
Value ($000) $22,984,788 Shares 57,399 Est. Cost $258.50 Unrealized +42.8%
Brookfield Asset Mgmt 1.3%
Value ($000) $21,225,059 Shares 416,341 Est. Cost $34975.43 Unrealized
JNJ Johnson & Johnson 1.3%
Value ($000) $20,605,711 Shares 125,080 Est. Cost $120.20 Unrealized +20.6%
MRK Merck & Co Inc 1.2%
Value ($000) $20,106,856 Shares 258,543 Est. Cost $63.43 Unrealized +1.1%
CMCSA Comcast Corp New Cl A 1.2%
Value ($000) $18,680,679 Shares 327,616 Est. Cost $37.78 Unrealized +29.9%
PEP Pepsico Incorporated 1.1%
Value ($000) $18,631,698 Shares 125,745 Est. Cost $101.25 Unrealized +24.6%
MKL Markel Corp 1.1%
Value ($000) $18,399,939 Shares 15,505 Est. Cost $1034.46 Unrealized +15.9%
D Dominion Res Inc Va New 1.1%
Value ($000) $18,153,239 Shares 246,748 Est. Cost $59.93 Unrealized +4.6%
UNP Union Pacific Corp 1.1%
Value ($000) $17,980,906 Shares 81,757 Est. Cost $145.93 Unrealized +37.3%
RTX Raytheon Technologies Ord 1.1%
Value ($000) $17,974,467 Shares 210,696 Est. Cost $59.29 Unrealized +27.7%
GOOG Alphabet Inc. Class C 1.1%
Value ($000) $17,955,379 Shares 7,164 Est. Cost $69.95 Unrealized +69.1%
HD Home Depot Inc 1.1%
Value ($000) $17,860,892 Shares 56,010 Est. Cost $214.68 Unrealized +32.2%
DIS Disney Walt Co 1.1%
Value ($000) $17,717,360 Shares 100,799 Est. Cost $122.02 Unrealized +44.0%
MDT Medtronic Inc 1.0%
Value ($000) $15,819,479 Shares 127,443 Est. Cost $88.81 Unrealized +23.3%
VIG Vanguard Dividend Appreciation 1.0%
Value ($000) $15,491,174 Shares 100,079 Est. Cost $2260.09 Unrealized
WMT Wal-Mart Stores Inc 0.9%
Value ($000) $14,886,102 Shares 105,560 Est. Cost $34.48 Unrealized +27.0%
MA Mastercard Inc 0.9%
Value ($000) $14,711,783 Shares 40,296 Est. Cost $293.00 Unrealized +23.6%
USB U S Bancorp Del New 0.9%
Value ($000) $14,644,545 Shares 257,057 Est. Cost $35.51 Unrealized +34.4%
NEM Newmont Mining Corp 0.9%
Value ($000) $14,177,072 Shares 223,684 Est. Cost $54.58 Unrealized +6.1%
PGR Progressive Corp Ohio 0.9%
Value ($000) $14,117,981 Shares 143,753 Est. Cost $71.34 Unrealized +24.0%
TFC Truist Finl Corp Com 0.8%
Value ($000) $13,097,026 Shares 235,982 Est. Cost $33.37 Unrealized +41.0%
AMZN Amazon Com Inc 0.7%
Value ($000) $10,921,813 Shares 3,175 Est. Cost $142.85 Unrealized +16.3%
COP Conocophillips 0.6%
Value ($000) $10,131,933 Shares 166,370 Est. Cost $47.17 Unrealized +0.0%
ACH Owens & Minor Inc Hldg Co 0.5%
Value ($000) $8,466,000 Shares 200,000 Est. Cost $26.00 Unrealized +49.6%
SPY SPDR S&P 500 Index 0.5%
Value ($000) $7,889,574 Shares 18,431 Est. Cost $12487.35 Unrealized
IJH iShares Core S&P Mid Cap ETF 0.4%
Value ($000) $6,682,240 Shares 24,866 Est. Cost $166.05 Unrealized
PM Philip Morris Intl Inc 0.4%
Value ($000) $6,558,637 Shares 66,175 Est. Cost $50.28 Unrealized +52.0%
JPM Jpmorgan Chase & Co 0.4%
Value ($000) $6,099,485 Shares 39,215 Est. Cost $93.90 Unrealized +48.8%
XLK Sector Spdr Tech Select 0.4%
Value ($000) $5,941,691 Shares 40,239 Est. Cost $129.90 Unrealized
EPD Enterprise Prd Prtnrs Lp 0.3%
Value ($000) $5,163,096 Shares 213,970 Est. Cost $14330.24 Unrealized
V Visa Inc 0.3%
Value ($000) $4,752,177 Shares 20,324 Est. Cost $173.26 Unrealized +27.5%
MO Altria Group Inc 0.3%
Value ($000) $4,464,614 Shares 93,637 Est. Cost $22.79 Unrealized +49.1%
WMB Williams Companies 0.3%
Value ($000) $4,121,905 Shares 155,251 Est. Cost $18.86 Unrealized +8.3%
INTC Intel Corp 0.3%
Value ($000) $4,115,800 Shares 73,313 Est. Cost $42.85 Unrealized +25.0%
GOOGL Alphabet Inc. Class A 0.2%
Value ($000) $3,906,864 Shares 1,600 Est. Cost $62.95 Unrealized +84.2%
OEF iShares S&P 100 0.2%
Value ($000) $3,778,034 Shares 19,258 Est. Cost $124462.13 Unrealized
UDR Utd Dominion Rlty Tr Inc 0.2%
Value ($000) $3,761,419 Shares 76,795 Est. Cost $30.95 Unrealized +27.9%
BAC Bank Of America Corp 0.2%
Value ($000) $3,565,539 Shares 86,479 Est. Cost $20.52 Unrealized +78.2%
META Facebook Inc Class A 0.2%
Value ($000) $3,205,191 Shares 9,218 Est. Cost $188.02 Unrealized +69.4%
ADBE Adobe Systems Inc 0.2%
Value ($000) $3,095,693 Shares 5,286 Est. Cost $467.71 Unrealized +10.2%
ORCL Oracle Corporation 0.2%
Value ($000) $3,030,412 Shares 38,931 Est. Cost $53.93 Unrealized +36.5%
CSCO Cisco Systems Inc 0.2%
Value ($000) $2,787,997 Shares 52,604 Est. Cost $33.22 Unrealized +38.0%
MCD Mc Donalds Corp 0.2%
Value ($000) $2,735,716 Shares 11,843 Est. Cost $149.43 Unrealized +40.1%
KBE SPDR S&P Bank ETF 0.2%
Value ($000) $2,639,131 Shares 51,425 Est. Cost $41.83 Unrealized
AMAT Applied Materials Inc 0.2%
Value ($000) $2,445,293 Shares 17,172 Est. Cost $62.08 Unrealized +107.5%
MDLZ Mondelez Intl Inc Cl A 0.1%
Value ($000) $2,202,622 Shares 35,276 Est. Cost $31.23 Unrealized +74.9%
LLY Eli Lilly and Co 0.1%
Value ($000) $2,173,325 Shares 9,469 Est. Cost $132.46 Unrealized +44.9%
CSX C S X Corp 0.1%
Value ($000) $2,159,722 Shares 67,323 Est. Cost $23.11 Unrealized +34.0%
RSP Invesco S&P 500 Equal Weight ETF 0.1%
Value ($000) $2,093,448 Shares 13,889 Est. Cost $35903.56 Unrealized
XOM Exxon Mobil Corporation 0.1%
Value ($000) $2,080,505 Shares 32,982 Est. Cost $53.19 Unrealized -5.9%
MRSH Marsh & Mc Lennan Co Inc 0.1%
Value ($000) $2,069,111 Shares 14,708 Est. Cost $88.25 Unrealized +41.9%
XLU Select Sector Spdr Trust The Utilities Select Sect 0.1%
Value ($000) $2,041,505 Shares 32,287 Est. Cost $38880.96 Unrealized
KMX Carmax Inc 0.1%
Value ($000) $1,864,797 Shares 14,439 Est. Cost $77.79 Unrealized +58.9%
VTI Vanguard Total Stock Mkt 0.1%
Value ($000) $1,646,514 Shares 7,389 Est. Cost $22792.71 Unrealized
TROW Rowe T Price Group Inc 0.1%
Value ($000) $1,603,330 Shares 8,099 Est. Cost $112.87 Unrealized +34.2%
EFA iShares MSCI EAFE 0.1%
Value ($000) $1,573,366 Shares 19,946 Est. Cost $5883.34 Unrealized
LOW Lowes Companies Inc 0.1%
Value ($000) $1,535,875 Shares 7,918 Est. Cost $120.23 Unrealized +49.3%
ITW Illinois Tool Works Inc 0.1%
Value ($000) $1,523,014 Shares 6,813 Est. Cost $118.10 Unrealized +73.6%
PFF Ishares U S Pfd Etf 0.1%
Value ($000) $1,336,407 Shares 33,975 Est. Cost $25035.97 Unrealized
IYH iShares US Healthcare 0.1%
Value ($000) $1,257,839 Shares 4,610 Est. Cost $211356.40 Unrealized
1/100 Berkshire Htwy Cla 0.1%
Value ($000) $1,255,803 Shares 300 Est. Cost $798275.00 Unrealized
PG Procter & Gamble 0.1%
Value ($000) $1,246,557 Shares 9,239 Est. Cost $84.18 Unrealized +43.4%
VO Vanguard Mid-Cap ETF 0.1%
Value ($000) $1,241,490 Shares 5,231 Est. Cost $136802.88 Unrealized
RJF Raymond James Finl Inc 0.1%
Value ($000) $1,240,415 Shares 9,549 Est. Cost $55.11 Unrealized +47.7%
CVS C V S Corp Del 0.1%
Value ($000) $1,204,540 Shares 14,436 Est. Cost $58.64 Unrealized +20.2%
KO Coca Cola Company 0.1%
Value ($000) $1,187,337 Shares 21,943 Est. Cost $33.56 Unrealized +40.9%
IWR Ishares Russell Midcap 0.1%
Value ($000) $1,187,332 Shares 14,984 Est. Cost $55.31 Unrealized
IWB Ishares Tr Russell 0.1%
Value ($000) $1,152,358 Shares 4,760 Est. Cost $12681.60 Unrealized
CVX Chevron Corporation 0.1%
Value ($000) $1,124,808 Shares 10,739 Est. Cost $76.90 Unrealized +13.2%
IWP Ishares Russell Midcap Growth 0.1%
Value ($000) $1,124,529 Shares 9,934 Est. Cost $99.52 Unrealized
VB Vanguard Small Cap 0.1%
Value ($000) $1,027,502 Shares 4,561 Est. Cost $195652.67 Unrealized
AMGN Amgen Incorporated 0.1%
Value ($000) $999,619 Shares 4,101 Est. Cost $132.55 Unrealized +60.3%
WM Waste Management, INC. 0.1%
Value ($000) $999,462 Shares 7,133 Est. Cost $104.84 Unrealized +22.6%
SBUX Starbucks Corp 0.1%
Value ($000) $984,570 Shares 8,806 Est. Cost $72.23 Unrealized +40.8%
QCOM Qualcomm Inc 0.1%
Value ($000) $972,435 Shares 6,804 Est. Cost $74.38 Unrealized +64.2%
UVV Universal Corp Va 0.1%
Value ($000) $966,677 Shares 16,968 Est. Cost $45.95 Unrealized +25.6%
ADP Auto Data Processing 0.1%
Value ($000) $956,750 Shares 4,817 Est. Cost $127.30 Unrealized +38.5%
DEO Diageo Plc New Adr 0.1%
Value ($000) $954,425 Shares 4,979 Est. Cost $17857.55 Unrealized
DFAC DIMENSIONAL U S CORE EQUITY 2 ETF 0.1%
Value ($000) $941,737 Shares 34,905 Est. Cost $26980.00 Unrealized
ZTS Zoetis Inc 0.1%
Value ($000) $914,282 Shares 4,906 Est. Cost $149.55 Unrealized +11.3%
HON Honeywell International 0.1%
Value ($000) $880,203 Shares 4,013 Est. Cost $133.98 Unrealized +43.4%
TMO Thermo Electron Corp 0.1%
Value ($000) $874,247 Shares 1,733 Est. Cost $387.97 Unrealized +20.1%
NSC Norfolk Southern Corp 0.1%
Value ($000) $865,724 Shares 3,262 Est. Cost $114.17 Unrealized +119.2%
COST Costco Whsl Corp New 0.1%
Value ($000) $857,350 Shares 2,167 Est. Cost $223.05 Unrealized +61.0%
EL Lauder Estee Co Inc Cl A 0.1%
Value ($000) $855,635 Shares 2,690 Est. Cost $220.56 Unrealized +28.3%
NFLX Netflix Inc 0.1%
Value ($000) $840,382 Shares 1,591 Est. Cost $22.79 Unrealized +124.3%
VYM Vanguard Index Funds Vanguard High Dividend Yield 0.1%
Value ($000) $837,640 Shares 7,995 Est. Cost $47125.48 Unrealized
GD General Dynamics Corp 0.1%
Value ($000) $835,874 Shares 4,440 Est. Cost $113.49 Unrealized +50.6%
SCHP Schwab US Tips ETF 0.1%
Value ($000) $831,383 Shares 13,300 Est. Cost $61160.00 Unrealized
MMM 3m Company 0.1%
Value ($000) $824,832 Shares 4,153 Est. Cost $109.69 Unrealized +28.0%
APD Air Prod & Chemicals Inc 0.1%
Value ($000) $819,888 Shares 2,850 Est. Cost $84.78 Unrealized +207.5%
ABT Abbott Laboratories 0.0%
Value ($000) $799,298 Shares 6,895 Est. Cost $56.27 Unrealized +90.7%
SYY Sysco Corporation 0.0%
Value ($000) $791,520 Shares 10,180 Est. Cost $29.63 Unrealized +140.7%
COF Capital One Financial Cp 0.0%
Value ($000) $778,084 Shares 5,030 Est. Cost $80.94 Unrealized +71.2%
Tri Continental Corp 0.0%
Value ($000) $775,036 Shares 22,735 Est. Cost $19.97 Unrealized
ELV Anthem Inc 0.0%
Value ($000) $771,594 Shares 2,021 Est. Cost $276.32 Unrealized +29.8%
IWN Ishares Russell 2000 Value ETF 0.0%
Value ($000) $769,007 Shares 4,639 Est. Cost $13406.76 Unrealized
NVDA Nvidia Corp 0.0%
Value ($000) $759,295 Shares 949 Est. Cost $8.12 Unrealized +97.0%
NDAQ Nasdaq Stock Market Inc 0.0%
Value ($000) $746,271 Shares 4,245 Est. Cost $39.45 Unrealized +30.9%
LYV Cce Spinco Inc 0.0%
Value ($000) $745,391 Shares 8,510 Est. Cost $63.26 Unrealized +35.5%
SCHX Schwab US Large-Cap ETF 0.0%
Value ($000) $740,368 Shares 7,121 Est. Cost $63297.22 Unrealized
BIIB Biogen Idec Inc 0.0%
Value ($000) $734,785 Shares 2,122 Est. Cost $261.39 Unrealized +15.9%
IBM Intl Business Machines 0.0%
Value ($000) $732,803 Shares 4,999 Est. Cost $103.01 Unrealized +10.1%
VZ Verizon Communications 0.0%
Value ($000) $732,326 Shares 13,070 Est. Cost $34.02 Unrealized +27.6%
22nd Century Group Inc 0.0%
Value ($000) $723,984 Shares 156,368 Est. Cost $953.03 Unrealized
VNQ Vanguard Reit 0.0%
Value ($000) $720,043 Shares 7,074 Est. Cost $5340.31 Unrealized
UPS United Parcel Service B 0.0%
Value ($000) $717,358 Shares 3,449 Est. Cost $78.94 Unrealized +108.0%
TT Trane Technologies PLC 0.0%
Value ($000) $711,885 Shares 3,866 Est. Cost $93.73 Unrealized +79.2%
ABBV Abbvie Inc Com Usd0.01 0.0%
Value ($000) $673,925 Shares 5,983 Est. Cost $57.22 Unrealized +65.6%
PLYM Plymouth Industrial REIT Inc 0.0%
Value ($000) $662,662 Shares 33,100 Est. Cost $15.02 Unrealized
PYPL Paypal Hldgs Inc 0.0%
Value ($000) $649,417 Shares 2,228 Est. Cost $115.27 Unrealized +128.6%
XLV Sector Spdr Health Fund 0.0%
Value ($000) $645,368 Shares 5,124 Est. Cost $8737.61 Unrealized
TXN Texas Instruments Inc 0.0%
Value ($000) $640,744 Shares 3,332 Est. Cost $120.91 Unrealized +35.8%
AGG Ishares Barclays Aggregate Bond 0.0%
Value ($000) $638,710 Shares 5,538 Est. Cost $32177.35 Unrealized
Community Bankers Trust Corp 0.0%
Value ($000) $638,442 Shares 56,300 Est. Cost $4.60 Unrealized
VALQ American Century U.S. Quality Value ETF 0.0%
Value ($000) $617,096 Shares 12,420 Est. Cost $47369.09 Unrealized
BX Blackstone Group LP 0.0%
Value ($000) $602,754 Shares 6,205 Est. Cost $41.21 Unrealized +85.0%
AVB AvalonBay Communities Inc 0.0%
Value ($000) $588,612 Shares 2,821 Est. Cost $131.38 Unrealized +29.8%
SPGI S&p Global Inc 0.0%
Value ($000) $586,123 Shares 1,428 Est. Cost $323.21 Unrealized +14.4%
EMR Emerson Electric Co 0.0%
Value ($000) $578,896 Shares 6,015 Est. Cost $50.61 Unrealized +69.0%
MCHP Microchip Technology Inc 0.0%
Value ($000) $571,016 Shares 3,813 Est. Cost $16.29 Unrealized +324.6%
PFE Pfizer Incorporated 0.0%
Value ($000) $569,466 Shares 14,542 Est. Cost $26.52 Unrealized +16.9%
AUB Atlantic Un Bankshares Corp 0.0%
Value ($000) $562,533 Shares 15,531 Est. Cost $26.94 Unrealized +21.8%
CAT Caterpillar Inc 0.0%
Value ($000) $556,262 Shares 2,556 Est. Cost $140.74 Unrealized +50.5%
ARCC Ares Capital Corp 0.0%
Value ($000) $554,644 Shares 28,313 Est. Cost $9.46 Unrealized +32.2%
Blackrock Inc 0.0%
Value ($000) $538,982 Shares 616 Est. Cost $10849.44 Unrealized
TGT Target Corporation 0.0%
Value ($000) $537,388 Shares 2,223 Est. Cost $124.52 Unrealized +53.8%
AXP American Express Company 0.0%
Value ($000) $524,030 Shares 3,172 Est. Cost $77.56 Unrealized +90.7%
ALB Albemarle Corp 0.0%
Value ($000) $505,380 Shares 3,000 Est. Cost $111.68 Unrealized +36.6%
ICSH iShares Ultra Short-Term Bond ETF 0.0%
Value ($000) $499,138 Shares 9,880 Est. Cost $50560.11 Unrealized
ROKU Roku Inc Com Cl A 0.0%
Value ($000) $490,479 Shares 1,068 Est. Cost $64.94 Unrealized +444.7%
FFXDF Fairfax India Ho-Sub Com Sub Vtg Shs Isi 0.0%
Value ($000) $488,700 Shares 36,200 Est. Cost $15.95 Unrealized -21.0%
DUK Duke Energy New 0.0%
Value ($000) $472,474 Shares 4,786 Est. Cost $56.31 Unrealized +49.0%
Stanley Furniture New 0.0%
Value ($000) $461,042 Shares 583,597 Est. Cost $0.49 Unrealized
MU Micron Technology Inc 0.0%
Value ($000) $455,238 Shares 5,357 Est. Cost $64.72 Unrealized +27.3%
General Electric Company 0.0%
Value ($000) $444,395 Shares 33,016 Est. Cost $3271.22 Unrealized
GLW Corning Inc 0.0%
Value ($000) $435,953 Shares 10,659 Est. Cost $29.43 Unrealized +30.2%
SCHG Schwab US Large-Cap Growth ETF 0.0%
Value ($000) $426,978 Shares 2,925 Est. Cost $83208.14 Unrealized
BR Broadridge Finl Solution 0.0%
Value ($000) $420,624 Shares 2,604 Est. Cost $31.74 Unrealized +365.4%
DHR Danaher Corp Del 0.0%
Value ($000) $414,348 Shares 1,544 Est. Cost $148.50 Unrealized +46.2%
BK Bank of New York Mellon Corp. 0.0%
Value ($000) $404,153 Shares 7,889 Est. Cost $33.70 Unrealized +30.1%
MAR Marriott Intl Inc Cl A 0.0%
Value ($000) $389,628 Shares 2,854 Est. Cost $110.37 Unrealized +26.0%
CRM Salesforce Com 0.0%
Value ($000) $383,015 Shares 1,568 Est. Cost $138.82 Unrealized +64.0%
RLI R L I Corp 0.0%
Value ($000) $366,065 Shares 3,500 Est. Cost $39.52 Unrealized +14.6%
BMY Bristol-Myers Squibb Co 0.0%
Value ($000) $362,499 Shares 5,425 Est. Cost $48.95 Unrealized +10.1%
Ansys Inc 0.0%
Value ($000) $359,554 Shares 1,036 Est. Cost $312238.28 Unrealized
VHT Vanguard Health Care ETF 0.0%
Value ($000) $351,740 Shares 1,423 Est. Cost $172419.16 Unrealized
CME Chicago Mercantile Exch 0.0%
Value ($000) $344,116 Shares 1,618 Est. Cost $141.24 Unrealized +24.3%
BA Boeing Co 0.0%
Value ($000) $343,050 Shares 1,432 Est. Cost $258.25 Unrealized -6.4%
Unilever Plc Adr New 0.0%
Value ($000) $342,050 Shares 5,847 Est. Cost $19157.54 Unrealized
NEU Newmarket Corporation 0.0%
Value ($000) $340,333 Shares 1,057 Est. Cost $344.00 Unrealized -8.0%
KMB Kimberly-Clark Corp 0.0%
Value ($000) $334,034 Shares 2,497 Est. Cost $109.06 Unrealized +3.1%
CI Cigna Corp 0.0%
Value ($000) $333,795 Shares 1,408 Est. Cost $170.17 Unrealized +35.0%
TG Tredegar Corporation 0.0%
Value ($000) $333,496 Shares 24,219 Est. Cost $10.27 Unrealized +31.8%
ISRG Intuitive Surgical New 0.0%
Value ($000) $321,874 Shares 350 Est. Cost $177.30 Unrealized +58.2%
SCHD Schwab US Dividend Equity ETF 0.0%
Value ($000) $320,948 Shares 4,244 Est. Cost $53073.05 Unrealized
MS Morgan Stanley 0.0%
Value ($000) $320,915 Shares 3,500 Est. Cost $40.60 Unrealized +81.5%
FSK FS KKR Capital Corp 0.0%
Value ($000) $320,257 Shares 14,889 Est. Cost $7.38 Unrealized +49.8%
ACN Accenture Ltd Cl A 0.0%
Value ($000) $313,672 Shares 1,064 Est. Cost $222.79 Unrealized +20.4%
ADSK Autodesk Inc 0.0%
Value ($000) $302,408 Shares 1,036 Est. Cost $143.79 Unrealized +98.4%
TDY Teledyne Technologies 0.0%
Value ($000) $299,882 Shares 716 Est. Cost $230.20 Unrealized +84.5%
KHC Kraft Heinz Co Com 0.0%
Value ($000) $297,531 Shares 7,296 Est. Cost $49.07 Unrealized -31.1%
NSRGY Nestle S A Reg B Adr 0.0%
Value ($000) $295,296 Shares 2,369 Est. Cost $41068.27 Unrealized
NEE Nextera Energy Inc Com 0.0%
Value ($000) $294,127 Shares 4,014 Est. Cost $62.37 Unrealized +6.6%
PALL ETFS Physical Palladium 0.0%
Value ($000) $292,118 Shares 1,125 Est. Cost $101.33 Unrealized
IBB Ishares Nasdaq Biotechnology 0.0%
Value ($000) $286,388 Shares 1,750 Est. Cost $96.57 Unrealized
DIA Diamonds TRUST Series I 0.0%
Value ($000) $282,514 Shares 819 Est. Cost $266713.94 Unrealized
HUM Humana Inc 0.0%
Value ($000) $274,929 Shares 621 Est. Cost $396.56 Unrealized +5.4%
VOE Vanguard Mid Cap Value 0.0%
Value ($000) $273,835 Shares 1,949 Est. Cost $111581.53 Unrealized
BRBS Blue Ridge Bankshares Inc 0.0%
Value ($000) $272,383 Shares 15,547 Est. Cost $12.64 Unrealized +14.6%
SCHB Schw US Brd Mkt Etf 0.0%
Value ($000) $270,295 Shares 2,592 Est. Cost $70528.34 Unrealized
VXUS Vanguard Total International Stock ETF 0.0%
Value ($000) $269,107 Shares 4,097 Est. Cost $42393.25 Unrealized
DVY Ishares Dj Select Div Fd 0.0%
Value ($000) $263,561 Shares 2,260 Est. Cost $105660.14 Unrealized
XLF Sector Spdr Fincl Select 0.0%
Value ($000) $260,022 Shares 7,087 Est. Cost $7581.40 Unrealized
GIL Gildan Activewear Inc 0.0%
Value ($000) $251,056 Shares 6,800 Est. Cost $25.04 Unrealized +27.5%
HCA Hca Inc 0.0%
Value ($000) $250,982 Shares 1,214 Est. Cost $139.80 Unrealized +40.0%
ENB Enbridge Inc 0.0%
Value ($000) $247,888 Shares 6,191 Est. Cost $20.69 Unrealized +38.4%
PNC Pnc Finl Services Gp Inc 0.0%
Value ($000) $241,884 Shares 1,268 Est. Cost $113.10 Unrealized +40.3%
MRNA Moderna Inc 0.0%
Value ($000) $235,450 Shares 1,002 Est. Cost $23.01 Unrealized +676.8%
GNW Genworth Financial Inc 0.0%
Value ($000) $234,000 Shares 60,000 Est. Cost $4.19 Unrealized -4.7%
TRV Travelers Companies Inc 0.0%
Value ($000) $229,694 Shares 1,534 Est. Cost $110.08 Unrealized +28.4%
VOO Vanguard 500 ETF 0.0%
Value ($000) $228,635 Shares 581 Est. Cost $276249.88 Unrealized
NKE Nike Inc Class B 0.0%
Value ($000) $225,126 Shares 1,457 Est. Cost $120.07 Unrealized +4.7%
AVY Avery Dennison Corp 0.0%
Value ($000) $224,747 Shares 1,069 Est. Cost $96.78 Unrealized +100.6%
NTAP NetApp Inc 0.0%
Value ($000) $223,369 Shares 2,730 Est. Cost $44.94 Unrealized +55.4%
MHK Mohawk Industries Inc 0.0%
Value ($000) $221,019 Shares 1,150 Est. Cost $87.97 Unrealized +131.4%
SO The Southern Company 0.0%
Value ($000) $220,983 Shares 3,652 Est. Cost $37.98 Unrealized +41.6%
DE Deere & Co 0.0%
Value ($000) $216,571 Shares 614 Est. Cost $152.49 Unrealized +124.8%
Canadian Pac Railway 0.0%
Value ($000) $215,348 Shares 2,800 Est. Cost $61570.35 Unrealized
AJG Arthur J Gallagher & Co 0.0%
Value ($000) $209,840 Shares 1,498 Est. Cost $65.89 Unrealized +104.4%
URI United Rentals Inc 0.0%
Value ($000) $209,590 Shares 657 Est. Cost $146.85 Unrealized +113.0%
SRE Sempra Energy 0.0%
Value ($000) $207,464 Shares 1,566 Est. Cost $48.64 Unrealized +21.0%
VLO Valero Energy Corp New 0.0%
Value ($000) $203,361 Shares 2,605 Est. Cost $58.00 Unrealized +13.8%
LMT Lockheed Martin Corp 0.0%
Value ($000) $198,876 Shares 526 Est. Cost $288.97 Unrealized +17.2%
GM General Motors Corp 0.0%
Value ($000) $193,486 Shares 3,270 Est. Cost $50.33 Unrealized +12.7%
NOC Northrop Grumman Corp 0.0%
Value ($000) $192,618 Shares 530 Est. Cost $318.67 Unrealized +4.7%
NUE Nucor Corp 0.0%
Value ($000) $191,860 Shares 2,000 Est. Cost $53.04 Unrealized +64.0%
CCI Crown Castle Intl Corp 0.0%
Value ($000) $190,027 Shares 974 Est. Cost $122.46 Unrealized +22.5%
GVI iShares Interm Government/Credit Bd 0.0%
Value ($000) $186,116 Shares 1,610 Est. Cost $110.81 Unrealized
CBRE CBRE Group Inc 0.0%
Value ($000) $184,748 Shares 2,155 Est. Cost $52.59 Unrealized +62.3%
WSO Watsco Inc 0.0%
Value ($000) $184,335 Shares 643 Est. Cost $169.13 Unrealized +69.3%
FTNT Fortinet Inc 0.0%
Value ($000) $178,643 Shares 750 Est. Cost $15.29 Unrealized +179.2%
Walgreen Boots Alliance Inc Com 0.0%
Value ($000) $174,665 Shares 3,320 Est. Cost $17529.06 Unrealized
Xilinx Inc 0.0%
Value ($000) $171,398 Shares 1,185 Est. Cost $5544.06 Unrealized
APH Amphenol Corp Cl A 0.0%
Value ($000) $170,067 Shares 2,486 Est. Cost $26.34 Unrealized +22.7%
LUV Southwest Airlines Co 0.0%
Value ($000) $168,720 Shares 3,178 Est. Cost $46.15 Unrealized +20.8%
C Citigroup Inc 0.0%
Value ($000) $165,312 Shares 4,013 Est. Cost $62.72 Unrealized 0.0%
ECL Ecolab Inc 0.0%
Value ($000) $161,892 Shares 786 Est. Cost $139.75 Unrealized +47.6%
IR Ingersoll-Rand plc 0.0%
Value ($000) $161,366 Shares 3,306 Est. Cost $31.60 Unrealized +54.5%
EPR EPR Properties 0.0%
Value ($000) $158,040 Shares 3,000 Est. Cost $33130.00 Unrealized
AUDC AudioCodes Ltd 0.0%
Value ($000) $154,398 Shares 4,666 Est. Cost $25.31 Unrealized +9.5%
PRU Prudential Financial Inc 0.0%
Value ($000) $153,794 Shares 1,501 Est. Cost $65.92 Unrealized +24.1%
LHX L3Harris Technologies Ord 0.0%
Value ($000) $151,737 Shares 702 Est. Cost $180.52 Unrealized +8.4%
EHC Encompass Health Corp 0.0%
Value ($000) $149,662 Shares 1,918 Est. Cost $55.24 Unrealized +14.8%
CHS Inc 0.0%
Value ($000) $145,316 Shares 4,980 Est. Cost $27370.08 Unrealized
BROOKFIELD ASSET MAN CL A ORD 0.0%
Value ($000) $142,953 Shares 2,748 Est. Cost $52020.74 Unrealized
Tri-County Financial Cp 0.0%
Value ($000) $142,830 Shares 4,140 Est. Cost $33.33 Unrealized
SUI Sun Communities Inc 0.0%
Value ($000) $137,120 Shares 800 Est. Cost $150100.00 Unrealized
IJT Ishares S&P Small-Cap 0.0%
Value ($000) $132,630 Shares 1,000 Est. Cost $88277.00 Unrealized
NVS Novartis A G Spon Adr 0.0%
Value ($000) $132,298 Shares 1,450 Est. Cost $34616.00 Unrealized
DY Dycom Industries Inc 0.0%
Value ($000) $132,291 Shares 1,775 Est. Cost $86.14 Unrealized 0.0%
INTU Intuit Inc 0.0%
Value ($000) $131,366 Shares 268 Est. Cost $220.75 Unrealized +90.9%
TYL Tyler Technologies Inc 0.0%
Value ($000) $131,187 Shares 290 Est. Cost $412.56 Unrealized +3.0%
AEP Amer Electric Pwr Co Inc 0.0%
Value ($000) $130,001 Shares 1,537 Est. Cost $69.21 Unrealized +5.1%
CNI Canadian Natl Ry Co 0.0%
Value ($000) $126,096 Shares 1,195 Est. Cost $76.01 Unrealized +32.8%
RPM Rpm International Inc 0.0%
Value ($000) $124,152 Shares 1,400 Est. Cost $64.41 Unrealized +44.5%
TE Connectivity Ltd 0.0%
Value ($000) $123,988 Shares 917 Est. Cost $53426.49 Unrealized
MAIN Main Str Cap Corp Com 0.0%
Value ($000) $123,270 Shares 3,000 Est. Cost $39.38 Unrealized +5.5%
ROST Ross Stores Inc 0.0%
Value ($000) $121,520 Shares 980 Est. Cost $85.58 Unrealized +38.3%
CHCO City Holding Co 0.0%
Value ($000) $120,534 Shares 1,602 Est. Cost $63.61 Unrealized +8.4%
F Ford Motor Company New 0.0%
Value ($000) $120,529 Shares 8,111 Est. Cost $9.90 Unrealized +1.8%
CL Colgate-Palmolive Co 0.0%
Value ($000) $119,910 Shares 1,474 Est. Cost $66.46 Unrealized +10.5%
ETFMG Alternative Harvest ETF 0.0%
Value ($000) $119,364 Shares 5,800 Est. Cost $14.31 Unrealized
HUN Huntsman Corporation 0.0%
Value ($000) $119,340 Shares 4,500 Est. Cost $28.42 Unrealized 0.0%
CMPS Compass Pathways PLC 0.0%
Value ($000) $119,028 Shares 3,120 Est. Cost $7708.63 Unrealized
FLO Flowers Foods Inc 0.0%
Value ($000) $117,370 Shares 4,850 Est. Cost $19.84 Unrealized 0.0%
IYJ iShares US Industrials 0.0%
Value ($000) $116,676 Shares 1,050 Est. Cost $67716.95 Unrealized
QQQ PowerShares QQQ ETF 0.0%
Value ($000) $114,835 Shares 324 Est. Cost $90314.83 Unrealized
KBH Kb Home 0.0%
Value ($000) $114,016 Shares 2,800 Est. Cost $42.76 Unrealized 0.0%
AIVL WisdomTree US Dividend ex-Financials ETF 0.0%
Value ($000) $111,346 Shares 1,145 Est. Cost $85489.95 Unrealized
DES WisdomTree SmallCap Dividend ETF 0.0%
Value ($000) $110,626 Shares 3,469 Est. Cost $27539.93 Unrealized
CARE Carter Bank & Trust 0.0%
Value ($000) $108,837 Shares 8,700 Est. Cost $8.50 Unrealized +64.4%
SON Sonoco Products Co 0.0%
Value ($000) $108,713 Shares 1,625 Est. Cost $55.98 Unrealized 0.0%
DON WisdomTree US MidCap Dividend ETF 0.0%
Value ($000) $107,560 Shares 2,564 Est. Cost $35790.17 Unrealized
TSLA Tesla, Inc 0.0%
Value ($000) $103,994 Shares 153 Est. Cost $99.04 Unrealized +119.2%
IGM iShares North American Tech 0.0%
Value ($000) $103,015 Shares 255 Est. Cost $309058.80 Unrealized
BAX Baxter International Inc 0.0%
Value ($000) $102,308 Shares 1,271 Est. Cost $66.08 Unrealized +14.5%
NuStar Energy LP 0.0%
Value ($000) $100,638 Shares 4,150 Est. Cost $24070.12 Unrealized
BEP Brookfield Renewable Partners LP 0.0%
Value ($000) $99,048 Shares 2,568 Est. Cost $31095.63 Unrealized
DPZ Dominos Pizza Inc 0.0%
Value ($000) $97,963 Shares 210 Est. Cost $287.28 Unrealized +39.0%
MCK Mckesson Corporation 0.0%
Value ($000) $97,150 Shares 508 Est. Cost $123.13 Unrealized +52.8%
WRB Berkley W R Corp 0.0%
Value ($000) $94,749 Shares 1,273 Est. Cost $20.66 Unrealized +49.0%
PAYX Paychex Inc 0.0%
Value ($000) $93,888 Shares 875 Est. Cost $69.44 Unrealized +27.1%
STX Seagate Technology 0.0%
Value ($000) $92,327 Shares 1,050 Est. Cost $77.58 Unrealized 0.0%
ABNB Airbnb Inc 0.0%
Value ($000) $91,884 Shares 600 Est. Cost $164.88 Unrealized -4.8%
BKNG Booking Hldgs Inc 0.0%
Value ($000) $89,712 Shares 41 Est. Cost $1890.08 Unrealized +21.5%
VOOV Vanguard S&P 500 Value ETF 0.0%
Value ($000) $89,305 Shares 626 Est. Cost $112410.55 Unrealized
FISV Fiserv Inc 0.0%
Value ($000) $85,512 Shares 800 Est. Cost $114.76 Unrealized +1.3%
XYL Xylem Inc 0.0%
Value ($000) $85,412 Shares 712 Est. Cost $69.65 Unrealized +55.3%
ZBH Zimmer Biomet Holdings Inc 0.0%
Value ($000) $85,395 Shares 531 Est. Cost $114.30 Unrealized +36.3%
A Agilent Technologies Inc 0.0%
Value ($000) $83,660 Shares 566 Est. Cost $80.66 Unrealized +64.0%
AMT Amern Tower Corp Class A 0.0%
Value ($000) $82,123 Shares 304 Est. Cost $163.78 Unrealized +35.1%
SLV iShares Silver Trust 0.0%
Value ($000) $81,912 Shares 3,382 Est. Cost $2456.36 Unrealized
GEN Symantec Corp 0.0%
Value ($000) $81,796 Shares 3,005 Est. Cost $12.38 Unrealized +82.6%
DG Dollar General Corp 0.0%
Value ($000) $81,795 Shares 378 Est. Cost $193.27 Unrealized +1.2%
DD Dupont De Nemours Inc 0.0%
Value ($000) $81,745 Shares 1,056 Est. Cost $25.88 Unrealized +18.2%
Liberty Media Corp Delaware Com C Siriusxm 0.0%
Value ($000) $80,951 Shares 1,745 Est. Cost $41.83 Unrealized
DOW Dow Chemical Company 0.0%
Value ($000) $80,555 Shares 1,273 Est. Cost $37.42 Unrealized +36.4%
EEM Ishares Msci Emrg Mkt Fd 0.0%
Value ($000) $80,207 Shares 1,454 Est. Cost $45066.13 Unrealized
ALL Allstate Corporation 0.0%
Value ($000) $79,699 Shares 611 Est. Cost $86.89 Unrealized +32.7%
SCHZ Schwab US Aggregate Bond ETF 0.0%
Value ($000) $79,208 Shares 1,451 Est. Cost $31828.67 Unrealized
SPIP SPDR Portfolio TIPS ETF 0.0%
Value ($000) $78,292 Shares 2,514 Est. Cost $31142.40 Unrealized
KNSL Kinsale Cap Group Inc Com 0.0%
Value ($000) $78,266 Shares 475 Est. Cost $94.71 Unrealized +72.8%
FNF Fidelity Natl Finl Inc 0.0%
Value ($000) $77,011 Shares 1,772 Est. Cost $33.65 Unrealized +4.0%
BBJP JPMorgan BetaBuilders Japan ETF 0.0%
Value ($000) $76,826 Shares 1,360 Est. Cost $28480.15 Unrealized
EW Edwards Lifesciences Cp 0.0%
Value ($000) $75,813 Shares 732 Est. Cost $63.91 Unrealized +47.5%
CHKP Check Pt Software Tech 0.0%
Value ($000) $75,485 Shares 650 Est. Cost $122.19 Unrealized -3.4%
ETN Eaton Corporation 0.0%
Value ($000) $74,831 Shares 505 Est. Cost $71.22 Unrealized +88.0%
VXRT Vaxart Inc Com New 0.0%
Value ($000) $74,526 Shares 9,950 Est. Cost $4.98 Unrealized +40.2%
IYG iShares US Financial Services ETF 0.0%
Value ($000) $74,092 Shares 400 Est. Cost $122020.00 Unrealized
VWO Vanguard Emerging Market 0.0%
Value ($000) $71,146 Shares 1,310 Est. Cost $43408.51 Unrealized
Royal Dutch Shell A Adrf 0.0%
Value ($000) $70,660 Shares 1,749 Est. Cost $37850.06 Unrealized
PSX Phillips 0.0%
Value ($000) $70,157 Shares 817 Est. Cost $52.51 Unrealized +34.4%
EBAY Ebay Inc 0.0%
Value ($000) $69,438 Shares 989 Est. Cost $39.68 Unrealized +45.5%
AAP Advance Auto Parts Inc 0.0%
Value ($000) $68,312 Shares 333 Est. Cost $127.12 Unrealized +37.4%
SBAC S B A Communications Cp 0.0%
Value ($000) $66,608 Shares 209 Est. Cost $239.93 Unrealized +16.9%
SDOG ALPS Sector Dividend Dogs ETF 0.0%
Value ($000) $66,082 Shares 1,248 Est. Cost $45.67 Unrealized
GIS General Mills Inc 0.0%
Value ($000) $65,804 Shares 1,080 Est. Cost $50.86 Unrealized +4.0%
HPQ Hewlett-Packard Company 0.0%
Value ($000) $65,573 Shares 2,172 Est. Cost $19.57 Unrealized +38.9%
MELI Mercadolibre Inc 0.0%
Value ($000) $65,427 Shares 42 Est. Cost $587.65 Unrealized +149.8%
CLX Clorox Company 0.0%
Value ($000) $64,768 Shares 360 Est. Cost $176.37 Unrealized -10.7%
XEL Xcel Energy Inc 0.0%
Value ($000) $64,233 Shares 975 Est. Cost $59.11 Unrealized +1.4%
Magellan Midstream Ptnrs 0.0%
Value ($000) $63,583 Shares 1,300 Est. Cost $24667.27 Unrealized
RWR Spdr Dow Jones Reit 0.0%
Value ($000) $63,458 Shares 605 Est. Cost $92.56 Unrealized
O Realty Income Corp 0.0%
Value ($000) $63,403 Shares 950 Est. Cost $48.29 Unrealized +7.3%
VTIP Vanguard Short-Term Infl-Prot Secs ETF 0.0%
Value ($000) $62,892 Shares 1,200 Est. Cost $52410.00 Unrealized
Apollo Global Management LLC Class A 0.0%
Value ($000) $62,200 Shares 1,000 Est. Cost $37.00 Unrealized
DTE D T E Energy Company 0.0%
Value ($000) $61,560 Shares 475 Est. Cost $88.92 Unrealized +12.7%
THG Hanover Insurance Group 0.0%
Value ($000) $61,038 Shares 450 Est. Cost $98.07 Unrealized +25.2%
WFC Wells Fargo & Co New 0.0%
Value ($000) $59,149 Shares 1,306 Est. Cost $40.03 Unrealized -0.1%
IYW Ishares U S Technology Etf 0.0%
Value ($000) $58,845 Shares 592 Est. Cost $101.91 Unrealized
YUM Yum Brands Inc 0.0%
Value ($000) $58,665 Shares 510 Est. Cost $92.76 Unrealized +16.5%
CHURCHILL CAPITAL CL A ORD 0.0%
Value ($000) $57,640 Shares 2,000 Est. Cost $23180.00 Unrealized
VFC V F Corporation 0.0%
Value ($000) $57,428 Shares 700 Est. Cost $79.91 Unrealized +4.3%
BND Vanguard Bond Index Fund 0.0%
Value ($000) $57,375 Shares 668 Est. Cost $85890.72 Unrealized
EVRG Evergy Inc 0.0%
Value ($000) $57,288 Shares 948 Est. Cost $42.89 Unrealized +21.0%
ET Energy Transfer Equity LP 0.0%
Value ($000) $56,234 Shares 5,290 Est. Cost $2651.52 Unrealized
GILD Gilead Sciences Inc 0.0%
Value ($000) $56,052 Shares 814 Est. Cost $49.35 Unrealized +13.2%
CEF Sprott Physical Gold & Silver Trust 0.0%
Value ($000) $56,040 Shares 3,000 Est. Cost $11.67 Unrealized
CMI Cummins Inc 0.0%
Value ($000) $55,991 Shares 230 Est. Cost $138.62 Unrealized +64.7%
American Well Cl A Ord 0.0%
Value ($000) $55,365 Shares 4,401 Est. Cost $17369.92 Unrealized
IUSG iShares Russell 3000 Growth 0.0%
Value ($000) $53,015 Shares 525 Est. Cost $61.83 Unrealized
ST Sensata Technologies Holding N.V. 0.0%
Value ($000) $52,463 Shares 905 Est. Cost $46.64 Unrealized +25.0%
EXI iShares Global Industrials ETF 0.0%
Value ($000) $50,749 Shares 425 Est. Cost $93202.35 Unrealized
IDXX Idexx Labs Inc 0.0%
Value ($000) $50,524 Shares 80 Est. Cost $501.01 Unrealized +10.2%
GLD Spdr Gold TRUST 0.0%
Value ($000) $50,020 Shares 302 Est. Cost $89199.07 Unrealized
AES A E S Corp 0.0%
Value ($000) $48,881 Shares 1,875 Est. Cost $10.71 Unrealized +107.1%
WPC W P Carey Inc 0.0%
Value ($000) $48,801 Shares 654 Est. Cost $75566.88 Unrealized
ES Eversource Energy 0.0%
Value ($000) $48,144 Shares 600 Est. Cost $52.10 Unrealized +34.9%
INGR Ingredion Inc 0.0%
Value ($000) $47,241 Shares 522 Est. Cost $102.11 Unrealized -8.6%
LAMR Lamar Advertising Co A 0.0%
Value ($000) $46,362 Shares 444 Est. Cost $89260.67 Unrealized
HIW Highwoods Pptys Inc 0.0%
Value ($000) $45,938 Shares 1,017 Est. Cost $47.20 Unrealized
2U Inc 0.0%
Value ($000) $45,837 Shares 1,100 Est. Cost $74.55 Unrealized
SHW Sherwin Williams Co 0.0%
Value ($000) $45,772 Shares 168 Est. Cost $235.50 Unrealized +11.6%
CDP Corporate Office Properties Trust 0.0%
Value ($000) $45,204 Shares 1,615 Est. Cost $23720.00 Unrealized
STORE Capital Corp 0.0%
Value ($000) $44,863 Shares 1,300 Est. Cost $14402.07 Unrealized
JBSS Sanfilippo John B & Son Inc 0.0%
Value ($000) $44,285 Shares 500 Est. Cost $75.10 Unrealized +21.2%
VIGI Vanguard Intl Div Apprec ETF 0.0%
Value ($000) $43,915 Shares 502 Est. Cost $61647.63 Unrealized
AVGO Avago Technologies Ltd 0.0%
Value ($000) $43,869 Shares 92 Est. Cost $19.57 Unrealized +114.9%
CTSH Cognizant Tech Sol Cl A 0.0%
Value ($000) $43,634 Shares 630 Est. Cost $69.88 Unrealized -0.9%
BYND Beyond Meat Inc 0.0%
Value ($000) $43,625 Shares 277 Est. Cost $144.92 Unrealized -8.3%
MKTX MarketAxess Holdings Inc 0.0%
Value ($000) $43,577 Shares 94 Est. Cost $513.28 Unrealized -12.4%
Activision Inc 0.0%
Value ($000) $42,471 Shares 445 Est. Cost $93000.00 Unrealized
MLM Martin Marietta Matrls 0.0%
Value ($000) $42,217 Shares 120 Est. Cost $255.58 Unrealized +35.4%
LEG Leggett & Platt Inc 0.0%
Value ($000) $41,448 Shares 800 Est. Cost $31.01 Unrealized +67.8%
BBY Best Buy Inc 0.0%
Value ($000) $41,278 Shares 359 Est. Cost $83.25 Unrealized +14.1%
WST West Pharmaceutical Services Inc 0.0%
Value ($000) $40,937 Shares 114 Est. Cost $277.09 Unrealized +17.9%
LULU Lululemon Athletica Inc 0.0%
Value ($000) $40,877 Shares 112 Est. Cost $257.68 Unrealized +27.8%
TTWO Take-Two Interactive Software Inc 0.0%
Value ($000) $39,121 Shares 221 Est. Cost $121.70 Unrealized +45.9%
CDK GLOBAL INC 0.0%
Value ($000) $38,063 Shares 766 Est. Cost $1987.46 Unrealized
IEUR iShares Core MSCI Europe 0.0%
Value ($000) $37,232 Shares 650 Est. Cost $44710.77 Unrealized
TOWN Townebank Portsmouth Va 0.0%
Value ($000) $36,321 Shares 1,194 Est. Cost $31.86 Unrealized -1.5%
GRMN Garmin Ltd 0.0%
Value ($000) $36,160 Shares 250 Est. Cost $90.49 Unrealized +40.0%
NTRA Natera Inc 0.0%
Value ($000) $35,762 Shares 315 Est. Cost $28.57 Unrealized +258.1%
CARR Carrier Global Corp-Wi 0.0%
Value ($000) $35,235 Shares 725 Est. Cost $41.79 Unrealized +0.5%
STZ Constellation Brand Cl A 0.0%
Value ($000) $35,084 Shares 150 Est. Cost $170.74 Unrealized +27.3%
GBTC Grayscale Bitcoin Tr Btc Shs Accd Invs 0.0%
Value ($000) $35,027 Shares 1,175 Est. Cost $4780.43 Unrealized
MSI Motorola Solutions Inc Com New 0.0%
Value ($000) $34,913 Shares 161 Est. Cost $144.86 Unrealized +30.3%
YUMC Yum China Hldgs Inc Com 0.0%
Value ($000) $33,788 Shares 510 Est. Cost $56.16 Unrealized +13.6%
HIG Hartford Finl Svcs Grp 0.0%
Value ($000) $33,588 Shares 542 Est. Cost $44.28 Unrealized +34.6%
UGI U G I Corporation New 0.0%
Value ($000) $33,343 Shares 720 Est. Cost $53.89 Unrealized -16.5%
AEE Ameren Corporation 0.0%
Value ($000) $32,816 Shares 410 Est. Cost $51.05 Unrealized +42.9%
DBV Technologies SA 0.0%
Value ($000) $32,760 Shares 6,000 Est. Cost $4442.17 Unrealized
ARKK ARK Innovation ETF 0.0%
Value ($000) $32,695 Shares 250 Est. Cost $130780.00 Unrealized
IYR iShares US Real Estate ETF 0.0%
Value ($000) $32,519 Shares 319 Est. Cost $78.37 Unrealized
EA Electronic Arts Inc 0.0%
Value ($000) $32,362 Shares 225 Est. Cost $122.56 Unrealized +12.9%
CTVA Corteva Inc com 0.0%
Value ($000) $32,198 Shares 726 Est. Cost $25.11 Unrealized +74.9%
WTW Willis Towers Watson PLC 0.0%
Value ($000) $31,973 Shares 139 Est. Cost $157.92 Unrealized +48.0%
FAST Fastenal Co 0.0%
Value ($000) $31,668 Shares 609 Est. Cost $16.09 Unrealized +44.7%
CMG Chipotle Mexican Grill 0.0%
Value ($000) $31,007 Shares 20 Est. Cost $28.53 Unrealized 0.0%
TCNNF Trulieve Cannabis Corp 0.0%
Value ($000) $30,998 Shares 826 Est. Cost $40.10 Unrealized -2.4%
GLPI Gaming and Leisure Properties Inc 0.0%
Value ($000) $30,856 Shares 666 Est. Cost $42976.69 Unrealized
VOT Vanguard Mid-Cap Growth ETF 0.0%
Value ($000) $30,489 Shares 129 Est. Cost $177747.61 Unrealized
PNW Pinnacle West Capital Cp 0.0%
Value ($000) $29,919 Shares 365 Est. Cost $61.31 Unrealized +12.5%
COLM Columbia Sportswear Co 0.0%
Value ($000) $29,705 Shares 302 Est. Cost $80.68 Unrealized +21.1%
ORLY O Reilly Automotive Inc 0.0%
Value ($000) $29,443 Shares 52 Est. Cost $28.61 Unrealized +25.4%
ATHENE HOLDING LTD 6.35 SER A 0.0%
Value ($000) $29,400 Shares 1,000 Est. Cost $26400.00 Unrealized
MHLD 8.25 PERP A Maiden Holdings Ltdpref Shs Ser A 0.0%
Value ($000) $29,000 Shares 2,000 Est. Cost $13.25 Unrealized
Linde plc 0.0%
Value ($000) $28,910 Shares 100 Est. Cost $280140.00 Unrealized
Duke Energy Corp New Dp Rep Pfd A 0.0%
Value ($000) $28,730 Shares 1,000 Est. Cost $26420.00 Unrealized
OTIS OTIS Worldwide Corp-Wi 0.0%
Value ($000) $28,620 Shares 350 Est. Cost $71.71 Unrealized 0.0%
RUSHB Rush Enterprises Inc 0.0%
Value ($000) $28,605 Shares 750 Est. Cost $16.18 Unrealized +65.6%
DELL Dell Inc 0.0%
Value ($000) $28,406 Shares 285 Est. Cost $24.29 Unrealized +89.2%
VCSH Vanguard Corp Bond Etf 0.0%
Value ($000) $28,029 Shares 339 Est. Cost $79818.05 Unrealized
ALLE Allegion PLC 0.0%
Value ($000) $27,860 Shares 200 Est. Cost $76.93 Unrealized +67.0%
GPN Global Payments Inc 0.0%
Value ($000) $27,756 Shares 148 Est. Cost $141.56 Unrealized +36.2%
BP Bp Plc Adr 0.0%
Value ($000) $27,688 Shares 1,048 Est. Cost $16879.52 Unrealized
Carlotz Cl A Ord 0.0%
Value ($000) $27,437 Shares 5,025 Est. Cost $7129.95 Unrealized
WELL Welltower Inc Com 0.0%
Value ($000) $27,423 Shares 330 Est. Cost $66.78 Unrealized +1.7%
Black Knight Inc 0.0%
Value ($000) $27,137 Shares 348 Est. Cost $64481.38 Unrealized
LW Lamb Weston Holdings Inc 0.0%
Value ($000) $26,860 Shares 333 Est. Cost $55.13 Unrealized +34.4%
Brookfield Renewable Corp Ordinary Shares - Class 0.0%
Value ($000) $26,800 Shares 639 Est. Cost $39086.59 Unrealized
Lab Cp Of Amer Hldg New 0.0%
Value ($000) $26,206 Shares 95 Est. Cost $255031.58 Unrealized
NXPI NXP Semiconductors NV 0.0%
Value ($000) $25,715 Shares 125 Est. Cost $167.49 Unrealized +10.0%
PTON Peloton Interactive Inc 0.0%
Value ($000) $25,424 Shares 205 Est. Cost $123.21 Unrealized -13.6%
CINF Cincinnati Financial Cp 0.0%
Value ($000) $24,957 Shares 214 Est. Cost $91.15 Unrealized +12.7%
BDX Becton Dickinson & Co 0.0%
Value ($000) $24,712 Shares 102 Est. Cost $220.71 Unrealized +0.6%
IQLT iShares Edge MSCI Intl Quality Fctr ETF 0.0%
Value ($000) $24,447 Shares 634 Est. Cost $29.62 Unrealized
ELS Equity Lifestyle Properties Inc 0.0%
Value ($000) $24,090 Shares 324 Est. Cost $95952.16 Unrealized
VEA Vanguard FTSE International 0.0%
Value ($000) $23,545 Shares 457 Est. Cost $42.02 Unrealized
AMD Advanced Micro Devices 0.0%
Value ($000) $23,483 Shares 250 Est. Cost $58.58 Unrealized +38.0%
DLTR Dollar Tree Inc 0.0%
Value ($000) $23,283 Shares 234 Est. Cost $97.19 Unrealized +11.8%
AON Aon Plc Com Usd0.01 Cl A 0.0%
Value ($000) $22,682 Shares 95 Est. Cost $196.38 Unrealized +20.3%
GH Guardant Health Inc 0.0%
Value ($000) $22,478 Shares 181 Est. Cost $86.49 Unrealized +55.5%
TSN Tyson Foods Inc Cl A 0.0%
Value ($000) $22,128 Shares 300 Est. Cost $53.20 Unrealized +26.4%
OGN Organon &Co Common Stock 0.0%
Value ($000) $22,060 Shares 729 Est. Cost $26.93 Unrealized 0.0%
9 Meters Biopharma Ord 0.0%
Value ($000) $22,000 Shares 20,000 Est. Cost $572.90 Unrealized
MGK Vanguard Mega Cap Growth ETF 0.0%
Value ($000) $21,981 Shares 95 Est. Cost $231378.95 Unrealized
Glaxosmithkline Plc Adrf 0.0%
Value ($000) $21,463 Shares 539 Est. Cost $28652.99 Unrealized
VT Vanguard Total World Stock ETF 0.0%
Value ($000) $21,240 Shares 205 Est. Cost $73.17 Unrealized
LBRDK Liberty Broadband Corp 0.0%
Value ($000) $21,187 Shares 122 Est. Cost $123.75 Unrealized +21.7%
Liberty Media Group 0.0%
Value ($000) $21,020 Shares 436 Est. Cost $41.28 Unrealized
Triton International Ltd 0.0%
Value ($000) $20,936 Shares 400 Est. Cost $27510.00 Unrealized
ACM Aecom Technology Corp 0.0%
Value ($000) $20,579 Shares 325 Est. Cost $48.74 Unrealized +29.0%
KNX Knight Swift Transn Hldgs Inc 0.0%
Value ($000) $20,457 Shares 450 Est. Cost $32.54 Unrealized +39.3%
VTRS Mylan Nv 0.0%
Value ($000) $20,349 Shares 1,424 Est. Cost $13.19 Unrealized -10.0%
VGT Vanguard Information Technology ETF 0.0%
Value ($000) $20,337 Shares 51 Est. Cost $210882.36 Unrealized
Global X YieldCo&Renewable Engy Inc ETF 0.0%
Value ($000) $20,300 Shares 1,250 Est. Cost $15890.40 Unrealized
GME Gamestop Corp New Cl A 0.0%
Value ($000) $19,915 Shares 93 Est. Cost $29.52 Unrealized +64.3%
IP International Paper Co 0.0%
Value ($000) $19,313 Shares 315 Est. Cost $34.11 Unrealized +36.7%
HSY Hershey Company 0.0%
Value ($000) $19,150 Shares 110 Est. Cost $108.95 Unrealized +38.3%
ROP Roper Industries Inc 0.0%
Value ($000) $18,808 Shares 40 Est. Cost $282.40 Unrealized +52.2%
VICI VICI Properties Inc 0.0%
Value ($000) $18,612 Shares 600 Est. Cost $22.57 Unrealized +7.2%
SNY Sanofi Aventis Adr 0.0%
Value ($000) $18,431 Shares 350 Est. Cost $43688.93 Unrealized
G Genpact Limited 0.0%
Value ($000) $17,491 Shares 385 Est. Cost $27.86 Unrealized +53.1%
PH Parker-Hannifin Corp 0.0%
Value ($000) $17,198 Shares 56 Est. Cost $156.48 Unrealized +86.0%
VTR Ventas Inc 0.0%
Value ($000) $17,130 Shares 300 Est. Cost $45.09 Unrealized +5.2%
OMC Omnicom Group Inc 0.0%
Value ($000) $16,798 Shares 210 Est. Cost $52.64 Unrealized +31.0%
WY Weyerhaeuser Co 0.0%
Value ($000) $16,694 Shares 485 Est. Cost $25.91 Unrealized +17.8%
ALC Alcon Inc Ord Shs 0.0%
Value ($000) $15,738 Shares 224 Est. Cost $58.28 Unrealized +20.6%
LYFT Lyft Inc 0.0%
Value ($000) $14,744 Shares 244 Est. Cost $55.82 Unrealized +3.0%
BABA Alibaba Group Holding Ltd 0.0%
Value ($000) $14,741 Shares 65 Est. Cost $165745.75 Unrealized
ADAPY Adaptimmune Therapeutics PLC 0.0%
Value ($000) $14,199 Shares 3,333 Est. Cost $5.40 Unrealized
Inari Medical Inc Ordinary Shares 0.0%
Value ($000) $13,992 Shares 150 Est. Cost $32322.22 Unrealized
CC The Chemours Company 0.0%
Value ($000) $13,642 Shares 392 Est. Cost $32.39 Unrealized -13.2%
Healthcare Realty TRUST 0.0%
Value ($000) $13,590 Shares 450 Est. Cost $29.01 Unrealized
Lazard Ltd 0.0%
Value ($000) $13,575 Shares 300 Est. Cost $37430.00 Unrealized
IONS Ionis Pharmaceuticals Inc 0.0%
Value ($000) $13,323 Shares 334 Est. Cost $52.70 Unrealized -25.7%
CFG Citizens Finl Group Inc Com 0.0%
Value ($000) $13,165 Shares 287 Est. Cost $29.36 Unrealized +32.1%
AN Autonation Inc 0.0%
Value ($000) $13,084 Shares 138 Est. Cost $62.88 Unrealized +55.8%
L Loews Corporation 0.0%
Value ($000) $12,510 Shares 229 Est. Cost $45.19 Unrealized +21.8%
CHD Church & Dwight Co Inc 0.0%
Value ($000) $12,442 Shares 146 Est. Cost $83.37 Unrealized -1.8%
CRON Cronos Group Inc 0.0%
Value ($000) $11,868 Shares 1,380 Est. Cost $7.65 Unrealized +8.1%
Canopy Growth Corp 0.0%
Value ($000) $11,727 Shares 485 Est. Cost $20582.55 Unrealized
FTV Fortive Corp Com 0.0%
Value ($000) $11,158 Shares 160 Est. Cost $49.00 Unrealized +7.8%
CPKF Chesapeake Financial Shares Inc 0.0%
Value ($000) $11,079 Shares 412 Est. Cost $18.51 Unrealized +21.7%
XLY Sector Spdr Consumer Fd 0.0%
Value ($000) $10,713 Shares 60 Est. Cost $91684.74 Unrealized
NOW ServiceNow Inc 0.0%
Value ($000) $10,441 Shares 19 Est. Cost $62.52 Unrealized +62.2%
RGA Reinsurance Grp Of Amer 0.0%
Value ($000) $10,374 Shares 91 Est. Cost $151.55 Unrealized -16.9%
FULT Fulton Financial Corp 0.0%
Value ($000) $10,020 Shares 635 Est. Cost $12.85 Unrealized +8.8%
DLS WisdomTree International Small Cap Div 0.0%
Value ($000) $9,350 Shares 125 Est. Cost $56483.07 Unrealized
ZBRA Zebra Technologies Cl A 0.0%
Value ($000) $9,001 Shares 17 Est. Cost $336.52 Unrealized +48.1%
SCHE Schwab Emerging Markets Equity ETF 0.0%
Value ($000) $8,910 Shares 271 Est. Cost $26617.61 Unrealized
CNC Centene Corp 0.0%
Value ($000) $8,825 Shares 121 Est. Cost $63.53 Unrealized +7.8%
UNM Unumprovident Corp 0.0%
Value ($000) $8,634 Shares 304 Est. Cost $29.70 Unrealized -1.0%
RIO Companhia Vale Do Adr 0.0%
Value ($000) $8,389 Shares 100 Est. Cost $83890.00 Unrealized
Processa Pharmaceuticals Inc 0.0%
Value ($000) $8,190 Shares 1,000 Est. Cost $10900.00 Unrealized
GEM Goldman Sachs ActiveBeta EMkts Eq ETF 0.0%
Value ($000) $8,162 Shares 200 Est. Cost $39490.00 Unrealized
LMND LEMONADE ORD 0.0%
Value ($000) $7,987 Shares 73 Est. Cost $68.06 Unrealized +33.4%
IWV iShares Russell 3000 0.0%
Value ($000) $7,933 Shares 31 Est. Cost $161.29 Unrealized
CAH Cardinal Health Inc 0.0%
Value ($000) $7,878 Shares 138 Est. Cost $41.55 Unrealized +25.6%
APP APPLOVIN CORP CL A 0.0%
Value ($000) $7,517 Shares 100 Est. Cost $69.05 Unrealized 0.0%
SCHW The Charles Schwab Corp 0.0%
Value ($000) $7,499 Shares 103 Est. Cost $41.98 Unrealized +58.7%
TKR Timken Company 0.0%
Value ($000) $7,253 Shares 90 Est. Cost $47.77 Unrealized +77.2%
FDX Fedex Corporation 0.0%
Value ($000) $7,160 Shares 24 Est. Cost $234.19 Unrealized +15.4%
CSGP Costar Group Inc 0.0%
Value ($000) $6,626 Shares 80 Est. Cost $84.30 Unrealized +2.5%
IVZ Invesco Ltd. 0.0%
Value ($000) $6,549 Shares 245 Est. Cost $12.44 Unrealized +79.8%
Amcor Plc Com Usd0.01 0.0%
Value ($000) $6,234 Shares 544 Est. Cost $9.23 Unrealized +6.4%
XYZ Square Inc 0.0%
Value ($000) $6,095 Shares 25 Est. Cost $151.97 Unrealized +52.6%
Hill Rom Holdings Inc 0.0%
Value ($000) $6,020 Shares 53 Est. Cost $94.34 Unrealized
PSA Public Storage 0.0%
Value ($000) $6,014 Shares 20 Est. Cost $188.24 Unrealized +21.4%
MRVL Marvell Tech Group Ltd 0.0%
Value ($000) $5,873 Shares 101 Est. Cost $47.96 Unrealized 0.0%
HPE Hewlett Packard Enterprises 0.0%
Value ($000) $5,832 Shares 400 Est. Cost $13.75 Unrealized 0.0%
JKHY Henry Jack & Assoc Inc 0.0%
Value ($000) $5,723 Shares 35 Est. Cost $149.01 Unrealized +1.2%
GTBIF Green Thumb Industries Inc 0.0%
Value ($000) $5,552 Shares 168 Est. Cost $31.77 Unrealized -6.9%
PVH Phillips Van Heusen 0.0%
Value ($000) $5,487 Shares 51 Est. Cost $109.50 Unrealized -0.5%
CFFI C & F Financial Corp 0.0%
Value ($000) $5,457 Shares 107 Est. Cost $40.73 Unrealized 0.0%
IIPR Innovative Industrial Properties Inc 0.0%
Value ($000) $5,414 Shares 28 Est. Cost $77599.49 Unrealized
Healthcare Trust of America Inc 0.0%
Value ($000) $5,340 Shares 200 Est. Cost $27580.00 Unrealized
T A T & T Inc New 0.0%
Value ($000) $5,081 Shares 177 Est. Cost $15.52 Unrealized +9.5%
CURLF Curaleaf Holdings Inc 0.0%
Value ($000) $5,022 Shares 356 Est. Cost $15.44 Unrealized -7.3%
DOV Dover Corporation 0.0%
Value ($000) $4,970 Shares 33 Est. Cost $119.60 Unrealized +16.3%
CODI Compass Diversified Holdings 0.0%
Value ($000) $4,845 Shares 190 Est. Cost $13.86 Unrealized +45.9%
MPC Marathon Petroleum Corp 0.0%
Value ($000) $4,834 Shares 80 Est. Cost $31.23 Unrealized +67.4%
MSOS AdvisorShares Pure US Cannabis ETF 0.0%
Value ($000) $4,761 Shares 119 Est. Cost $42403.36 Unrealized
JBGS JBG SMITH Properties 0.0%
Value ($000) $4,727 Shares 150 Est. Cost $23129.99 Unrealized
BF/B Brown-Forman Corp 0.0%
Value ($000) $4,724 Shares 67 Est. Cost $69.34 Unrealized 0.0%
ADPT Adaptive Biotechnologies Corp 0.0%
Value ($000) $4,617 Shares 113 Est. Cost $38.88 Unrealized 0.0%
Berry Plastics Group Inc 0.0%
Value ($000) $4,565 Shares 70 Est. Cost $24414.75 Unrealized
Tilray Inc 0.0%
Value ($000) $4,538 Shares 251 Est. Cost $18079.68 Unrealized
FBIN Fortune Brands Hm & Sec 0.0%
Value ($000) $4,482 Shares 45 Est. Cost $41.95 Unrealized +93.9%
CRLBF Cresco Labs Inc 0.0%
Value ($000) $4,411 Shares 386 Est. Cost $13.58 Unrealized -12.8%
Co-Diagnostics Inc 0.0%
Value ($000) $4,331 Shares 525 Est. Cost $7620.95 Unrealized
TDOC Teladoc Inc 0.0%
Value ($000) $4,157 Shares 25 Est. Cost $116.34 Unrealized +39.3%
GBCI Glacier Bancorp Inc 0.0%
Value ($000) $3,856 Shares 70 Est. Cost $34.43 Unrealized +46.8%
LZB La-Z-Boy Inc 0.0%
Value ($000) $3,408 Shares 92 Est. Cost $37.04 Unrealized +13.5%
NOK Nokia Corp Spon Adr 0.0%
Value ($000) $3,352 Shares 630 Est. Cost $3100.00 Unrealized
OGS ONE GAS INC 0.0%
Value ($000) $3,113 Shares 42 Est. Cost $88.47 Unrealized -13.0%
VRSN Verisign Inc 0.0%
Value ($000) $2,960 Shares 13 Est. Cost $202.87 Unrealized +6.4%
CAG Conagra Foods Inc 0.0%
Value ($000) $2,947 Shares 81 Est. Cost $23.54 Unrealized +28.5%
SCHF Schwab International Equity ETF 0.0%
Value ($000) $2,840 Shares 72 Est. Cost $32089.93 Unrealized
PNR Pentair Inc 0.0%
Value ($000) $2,700 Shares 40 Est. Cost $53.87 Unrealized +15.7%
CCL Carnival Corp New 0.0%
Value ($000) $2,636 Shares 100 Est. Cost $28.00 Unrealized 0.0%
SPRO Spero Therapeutics Inc 0.0%
Value ($000) $2,611 Shares 187 Est. Cost $13.97 Unrealized 0.0%
Discover Financial Svcs 0.0%
Value ($000) $2,366 Shares 20 Est. Cost $100.00 Unrealized
PLXS Plexus Corp 0.0%
Value ($000) $2,194 Shares 24 Est. Cost $74.60 Unrealized +25.7%
EFG iShares MSCI EAFE Growth ETF 0.0%
Value ($000) $2,146 Shares 20 Est. Cost $107300.00 Unrealized
HRL Hormel Foods Corp 0.0%
Value ($000) $2,101 Shares 44 Est. Cost $42.06 Unrealized -1.3%
Hillenbrand Inc Com 0.0%
Value ($000) $2,028 Shares 46 Est. Cost $43.48 Unrealized
RY Royal Bk Of Canada Isin ca7800871021 0.0%
Value ($000) $2,026 Shares 20 Est. Cost $77.38 Unrealized +28.1%
MDU M D U Resources Group 0.0%
Value ($000) $2,006 Shares 64 Est. Cost $8.05 Unrealized +36.2%
ON ON Semiconductor Corp 0.0%
Value ($000) $1,914 Shares 50 Est. Cost $39.26 Unrealized 0.0%
BOH Bank Of Hawaii Corp 0.0%
Value ($000) $1,769 Shares 21 Est. Cost $55.00 Unrealized +33.0%
BJRI Bj S Restaurants Inc 0.0%
Value ($000) $1,671 Shares 34 Est. Cost $34.09 Unrealized +62.2%
ORI Old Republic Intl Corp 0.0%
Value ($000) $1,619 Shares 65 Est. Cost $11.18 Unrealized +53.8%
PINS Pinterest Inc 0.0%
Value ($000) $1,579 Shares 20 Est. Cost $74.38 Unrealized -6.3%
ARRIVAL ORD 0.0%
Value ($000) $1,567 Shares 100 Est. Cost $16060.00 Unrealized
TEVA Teva Pharm Inds Ltd Adrf 0.0%
Value ($000) $1,485 Shares 150 Est. Cost $9900.00 Unrealized
IVW Ishares S&P 500 Growth 0.0%
Value ($000) $1,455 Shares 20 Est. Cost $72750.00 Unrealized
HBAN Huntington Bancshs Inc 0.0%
Value ($000) $1,427 Shares 100 Est. Cost $9.01 Unrealized +37.5%
JAZZ Jazz Pharmaceuticals PLC 0.0%
Value ($000) $1,421 Shares 8 Est. Cost $167.80 Unrealized +3.2%
Planet 13 Holdings Inc 0.0%
Value ($000) $1,421 Shares 200 Est. Cost $7105.00 Unrealized
AKTSQ Akoustis Technologies Inc 0.0%
Value ($000) $1,339 Shares 125 Est. Cost $10.57 Unrealized 0.0%
GL Globe Life Inc 0.0%
Value ($000) $1,334 Shares 14 Est. Cost $85.37 Unrealized +15.4%
NIO NIO INC ADS REPSTG CL A ORD SHS 0.0%
Value ($000) $1,330 Shares 25 Est. Cost $39000.00 Unrealized
RWO SPDR Dow Jones Global Real Estate ETF 0.0%
Value ($000) $1,104 Shares 21 Est. Cost $47.62 Unrealized
MGM Mgm Mirage 0.0%
Value ($000) $1,066 Shares 25 Est. Cost $41.35 Unrealized 0.0%
NET Cloudflare Inc 0.0%
Value ($000) $1,058 Shares 10 Est. Cost $82.78 Unrealized 0.0%
YEXT Yext Inc 0.0%
Value ($000) $1,000 Shares 70 Est. Cost $13.92 Unrealized 0.0%
TMPOQ ACE Convergence Acquisition Corp 0.0%
Value ($000) $996 Shares 100 Est. Cost $9960.00 Unrealized
JCI Johnson Controls Inc 0.0%
Value ($000) $961 Shares 14 Est. Cost $28.21 Unrealized +108.9%
BRO Brown & Brown Inc 0.0%
Value ($000) $957 Shares 18 Est. Cost $44.47 Unrealized +12.2%
FCX Freeport Mcmorn Cp&Gld B 0.0%
Value ($000) $928 Shares 25 Est. Cost $19.45 Unrealized +87.8%
Sandy Spring Bancorp Inc 0.0%
Value ($000) $927 Shares 21 Est. Cost $47.62 Unrealized
FITB Fifth Third Bancorp 0.0%
Value ($000) $918 Shares 24 Est. Cost $20.77 Unrealized +61.2%
AFL A F L A C Inc 0.0%
Value ($000) $912 Shares 17 Est. Cost $36.33 Unrealized +34.9%
KEY Keycorp Inc New 0.0%
Value ($000) $847 Shares 41 Est. Cost $11.38 Unrealized +51.9%
Escrow Altegrity Inc Com 0.0%
Value ($000) $821 Shares 57 Est. Cost $17.54 Unrealized
STBA S & T Bancorp Inc 0.0%
Value ($000) $783 Shares 25 Est. Cost $22.08 Unrealized +50.1%
TPR Tapestry Inc 0.0%
Value ($000) $783 Shares 18 Est. Cost $22.37 Unrealized +76.3%
KMPR Kemper Corp 0.0%
Value ($000) $739 Shares 10 Est. Cost $71.11 Unrealized +8.4%
BLOK Amplify Transformational Data Shrg ETF 0.0%
Value ($000) $715 Shares 15 Est. Cost $55866.67 Unrealized
SOFI SOFI TECHNOLOGIES ORD 0.0%
Value ($000) $575 Shares 30 Est. Cost $18.54 Unrealized 0.0%
OrganiGram Holdings Inc 0.0%
Value ($000) $572 Shares 200 Est. Cost $3470.00 Unrealized
BRC Brady Corporation Cl A 0.0%
Value ($000) $560 Shares 10 Est. Cost $40.57 Unrealized +28.3%
CLF Cleveland Cliffs Inc 0.0%
Value ($000) $474 Shares 22 Est. Cost $15.44 Unrealized +27.6%
HAL Halliburton Co Hldg Co 0.0%
Value ($000) $462 Shares 20 Est. Cost $14.16 Unrealized +43.7%
BNTX BIONTECH SE ADR 0.0%
Value ($000) $448 Shares 2 Est. Cost $69000.00 Unrealized
AVNS Avanos Med Inc 0.0%
Value ($000) $436 Shares 12 Est. Cost $41.62 Unrealized -0.6%
Validian Corp 0.0%
Value ($000) $360 Shares 40,000 Est. Cost Unrealized
ING I N G Groep N V Adr 0.0%
Value ($000) $357 Shares 27 Est. Cost Unrealized
Village Bk & Tr Finlcorp 0.0%
Value ($000) $331 Shares 7 Est. Cost $33000.00 Unrealized
SLB Schlumberger Ltd 0.0%
Value ($000) $320 Shares 10 Est. Cost $16.89 Unrealized +64.4%
Glatfelter Corp 0.0%
Value ($000) $307 Shares 22 Est. Cost Unrealized
Southwestern Energy Co 0.0%
Value ($000) $289 Shares 51 Est. Cost Unrealized
DKS Dicks Sporting Goods Inc 0.0%
Value ($000) $218 Shares 2 Est. Cost $28.54 Unrealized +171.6%
NTDOY Nintendo Ltd Adr 0.0%
Value ($000) $218 Shares 3 Est. Cost $50571.43 Unrealized
UA UNDER ARMOUR INC-CLASS C 0.0%
Value ($000) $149 Shares 8 Est. Cost $19.38 Unrealized -2.8%
PLTR Palantir Technologies Inc 0.0%
Value ($000) $105 Shares 4 Est. Cost $17.89 Unrealized +29.3%
Wells Fargo & Co Pfd 0.0%
Value ($000) $52 Shares 41 Est. Cost Unrealized
JBLU Jetblue Airways Corp 0.0%
Value ($000) $50 Shares 3 Est. Cost $18.96 Unrealized +2.2%
FREL Fidelity MSCI Real Estate ETF 0.0%
Value ($000) $26 Shares 1 Est. Cost $26000.00 Unrealized
APW 0.0%
Value ($000) $0 Shares 160 Est. Cost Unrealized
Amcore Financial Inc. 0.0%
Value ($000) $0 Shares 40 Est. Cost Unrealized
Playstar Corp New Shs (NV) 0.0%
Value ($000) $0 Shares 750 Est. Cost Unrealized
Performance Sports Group Ltd 0.0%
Value ($000) $0 Shares 35 Est. Cost Unrealized
Pharmanetics Inc 0.0%
Value ($000) $0 Shares 12,398 Est. Cost Unrealized
Com21 0.0%
Value ($000) $0 Shares 134 Est. Cost Unrealized
PGN1EUR Paragon Offshore PLC 0.0%
Value ($000) $0 Shares 45 Est. Cost Unrealized
1/100000 Wells Fargo Pfd (NV) 0.0%
Value ($000) $0 Shares 62,200 Est. Cost Unrealized
Luxeyard Inc (NV) 0.0%
Value ($000) $0 Shares 150 Est. Cost Unrealized