Heritage Wealth Advisors Diversified Active

CIK: 0001591122 · Show all filings

Period: Q3 2024 (← Previous) (Next →)

Filing Date: Nov 12, 2024

Total Value ($000): $2,131,613 (100.0% shares, 0.0% debt)

Holdings (633)

IVV IShares S&P 500 Index 17.2%
Value ($000) $366,837 Shares 635,965 Est. Cost $11184.85 Unrealized
IEFA iShares Core MSCI EAFE 6.2%
Value ($000) $131,942 Shares 1,690,479 Est. Cost $14193.04 Unrealized
MSFT Microsoft Corp 3.4%
Value ($000) $73,088 Shares 169,855 Est. Cost $186.54 Unrealized +126.8%
ITOT iShares Core S&P Total US Stock Mkt 3.1%
Value ($000) $66,933 Shares 532,821 Est. Cost $22799.50 Unrealized
AAPL Apple Computer Inc 3.1%
Value ($000) $66,757 Shares 286,513 Est. Cost $108.99 Unrealized +103.6%
IWS iShares Russell Midcap Value 3.1%
Value ($000) $65,867 Shares 498,053 Est. Cost $10895.46 Unrealized
UNH Unitedhealth Group Inc 3.1%
Value ($000) $65,429 Shares 111,905 Est. Cost $369.12 Unrealized +48.5%
BN Brookfield Corporation 2.9%
Value ($000) $61,962 Shares 1,165,797 Est. Cost $22.44 Unrealized +39.4%
SPY SPDR S&P 500 Index 2.8%
Value ($000) $60,262 Shares 105,030 Est. Cost $2031.41 Unrealized
BRK/B Berkshire Hathaway Cl B 2.8%
Value ($000) $59,770 Shares 129,861 Est. Cost $241.31 Unrealized +83.2%
RTX Raytheon Technologies Ord 2.7%
Value ($000) $57,855 Shares 477,513 Est. Cost $75.12 Unrealized +47.9%
MRK Merck & Co Inc 2.6%
Value ($000) $56,183 Shares 494,740 Est. Cost $73.83 Unrealized +53.0%
GOOG Alphabet Inc. Class C 2.6%
Value ($000) $56,055 Shares 335,279 Est. Cost $114.10 Unrealized +47.4%
MA Mastercard Inc 2.5%
Value ($000) $54,335 Shares 110,034 Est. Cost $335.78 Unrealized +37.5%
ADP Auto Data Processing 2.4%
Value ($000) $50,643 Shares 183,006 Est. Cost $230.02 Unrealized +10.2%
JNJ Johnson & Johnson 2.4%
Value ($000) $50,376 Shares 310,850 Est. Cost $138.96 Unrealized +9.9%
PGR Progressive Corp Ohio 2.3%
Value ($000) $50,062 Shares 197,281 Est. Cost $83.50 Unrealized +156.5%
IEMG iShares Core MSCI Emerging Markets ETF 2.2%
Value ($000) $47,689 Shares 830,667 Est. Cost $21318.94 Unrealized
CMCSA Comcast Corp New Cl A 2.2%
Value ($000) $46,456 Shares 1,112,195 Est. Cost $38.08 Unrealized -0.9%
PEP Pepsico Incorporated 2.1%
Value ($000) $44,958 Shares 264,383 Est. Cost $128.93 Unrealized +26.4%
WMT Wal-Mart Stores Inc 2.1%
Value ($000) $44,527 Shares 551,421 Est. Cost $50.61 Unrealized +43.2%
COP Conocophillips 2.0%
Value ($000) $41,962 Shares 398,579 Est. Cost $76.85 Unrealized +36.7%
HD Home Depot Inc 1.8%
Value ($000) $38,029 Shares 93,854 Est. Cost $254.07 Unrealized +38.8%
DUK Duke Energy New 1.7%
Value ($000) $36,622 Shares 317,622 Est. Cost $93.92 Unrealized +12.8%
UNP Union Pacific Corp 1.7%
Value ($000) $36,611 Shares 148,534 Est. Cost $176.96 Unrealized +32.6%
MCD Mc Donalds Corp 1.6%
Value ($000) $34,457 Shares 113,157 Est. Cost $256.53 Unrealized +4.0%
VOO Vanguard 500 ETF 1.4%
Value ($000) $29,286 Shares 55,501 Est. Cost $3356.48 Unrealized
VT Vanguard Total World Stock ETF 1.1%
Value ($000) $22,541 Shares 188,312 Est. Cost $102.85 Unrealized
WMB Williams Companies 1.0%
Value ($000) $22,001 Shares 481,952 Est. Cost $25.21 Unrealized +65.7%
MKL Markel Group Inc 1.0%
Value ($000) $21,803 Shares 13,900 Est. Cost $1102.47 Unrealized +42.0%
ACWX iShares MSCI ACWI ex US ETF 0.8%
Value ($000) $17,708 Shares 309,464 Est. Cost $47.15 Unrealized
EFA iShares MSCI EAFE 0.7%
Value ($000) $14,282 Shares 170,772 Est. Cost $557.80 Unrealized
EPD Enterprise Prd Prtnrs Lp 0.5%
Value ($000) $10,780 Shares 370,332 Est. Cost $7894.76 Unrealized
PM Philip Morris Intl Inc 0.5%
Value ($000) $9,785 Shares 80,604 Est. Cost $59.97 Unrealized +83.1%
VIG Vanguard Dividend Appreciation 0.4%
Value ($000) $9,490 Shares 47,916 Est. Cost $2260.09 Unrealized
FRFHF Fairfax Financial Hldgs Ltd Sub Vtg 0.3%
Value ($000) $6,650 Shares 5,261 Est. Cost $785.60 Unrealized +47.2%
NVDA Nvidia Corp 0.3%
Value ($000) $6,404 Shares 52,731 Est. Cost $93.52 Unrealized +26.3%
AMZN Amazon Com Inc 0.3%
Value ($000) $5,721 Shares 30,703 Est. Cost $129.68 Unrealized +40.7%
IVW Ishares S&P 500 Growth 0.3%
Value ($000) $5,719 Shares 59,732 Est. Cost $95.23 Unrealized
EEM iShares MSCI Emrg Mkt Fd 0.3%
Value ($000) $5,583 Shares 121,740 Est. Cost $527.55 Unrealized
V Visa Inc 0.3%
Value ($000) $5,531 Shares 20,118 Est. Cost $177.42 Unrealized +50.9%
GOOGL Alphabet Inc. Class A 0.2%
Value ($000) $4,661 Shares 28,103 Est. Cost $108.04 Unrealized +54.3%
MO Altria Group Inc 0.2%
Value ($000) $4,640 Shares 90,912 Est. Cost $27.04 Unrealized +68.4%
XLK Sector Spdr Tech Select 0.2%
Value ($000) $4,361 Shares 19,316 Est. Cost $142.94 Unrealized
XOM Exxon Mobil Corporation 0.2%
Value ($000) $4,027 Shares 34,353 Est. Cost $56.34 Unrealized +95.3%
IJJ Ishares S&P Midcap 0.2%
Value ($000) $4,003 Shares 37,748 Est. Cost $106.03 Unrealized
OEF iShares S&P 100 0.2%
Value ($000) $3,682 Shares 13,304 Est. Cost $124462.13 Unrealized
VALQ American Century U.S. Quality Value ETF 0.1%
Value ($000) $3,121 Shares 50,248 Est. Cost $15010.62 Unrealized
XLU Select Sector Spdr Trust The Utilities Select Sect 0.1%
Value ($000) $3,071 Shares 38,011 Est. Cost $11201.09 Unrealized
COST Costco Whsl Corp New 0.1%
Value ($000) $2,771 Shares 3,126 Est. Cost $367.06 Unrealized +134.8%
LOW Lowes Companies Inc 0.1%
Value ($000) $2,735 Shares 10,097 Est. Cost $150.82 Unrealized +56.6%
JPM Jpmorgan Chase & Co 0.1%
Value ($000) $2,664 Shares 12,632 Est. Cost $99.82 Unrealized +105.3%
CSX C S X Corp 0.1%
Value ($000) $2,476 Shares 71,712 Est. Cost $23.58 Unrealized +40.8%
MDLZ Mondelez Intl Inc Cl A 0.1%
Value ($000) $2,465 Shares 33,456 Est. Cost $34.21 Unrealized +96.4%
ORCL Oracle Corporation 0.1%
Value ($000) $2,425 Shares 14,232 Est. Cost $82.41 Unrealized +73.6%
RSP Invesco S&P 500 Equal Weight ETF 0.1%
Value ($000) $2,372 Shares 13,242 Est. Cost $25195.90 Unrealized
ELV Anthem Inc 0.1%
Value ($000) $2,326 Shares 4,473 Est. Cost $358.01 Unrealized +45.5%
VO Vanguard Mid-Cap ETF 0.1%
Value ($000) $2,197 Shares 8,328 Est. Cost $84528.38 Unrealized
ESGD iShares ESG Aware MSCI EAFE ETF 0.1%
Value ($000) $2,191 Shares 26,026 Est. Cost $934.55 Unrealized
IWR Ishares Russell Midcap 0.1%
Value ($000) $2,078 Shares 23,573 Est. Cost $65.15 Unrealized
1/100 Berkshire Htwy Cla 0.1%
Value ($000) $2,074 Shares 300 Est. Cost $1627153.80 Unrealized
PG Procter & Gamble 0.1%
Value ($000) $1,945 Shares 11,228 Est. Cost $107.92 Unrealized +52.2%
ABBV Abbvie Inc Com Usd0.01 0.1%
Value ($000) $1,862 Shares 9,428 Est. Cost $97.06 Unrealized +84.1%
TFC Truist Finl Corp Com 0.1%
Value ($000) $1,749 Shares 40,901 Est. Cost $37.13 Unrealized +6.6%
RJF Raymond James Finl Inc 0.1%
Value ($000) $1,664 Shares 13,592 Est. Cost $64.74 Unrealized +76.8%
VTI Vanguard Total Stock Mkt 0.1%
Value ($000) $1,642 Shares 5,800 Est. Cost $20082.87 Unrealized
CVX Chevron Corporation 0.1%
Value ($000) $1,641 Shares 11,141 Est. Cost $98.99 Unrealized +41.4%
TMO Thermo Electron Corp 0.1%
Value ($000) $1,510 Shares 2,441 Est. Cost $446.20 Unrealized +32.0%
QQQ PowerShares QQQ ETF 0.1%
Value ($000) $1,503 Shares 3,079 Est. Cost $9778.76 Unrealized
ESGE iShares ESG Aware MSCI EM ETF 0.1%
Value ($000) $1,414 Shares 38,837 Est. Cost $421.27 Unrealized
UVV Universal Corp Va 0.1%
Value ($000) $1,403 Shares 26,416 Est. Cost $48.02 Unrealized +7.6%
TT Trane Technologies PLC 0.1%
Value ($000) $1,326 Shares 3,410 Est. Cost $103.24 Unrealized +232.3%
ZTS Zoetis Inc 0.1%
Value ($000) $1,298 Shares 6,643 Est. Cost $154.44 Unrealized +17.4%
IWB Ishares Tr Russell 0.1%
Value ($000) $1,261 Shares 4,010 Est. Cost $12681.60 Unrealized
GD General Dynamics Corp 0.1%
Value ($000) $1,229 Shares 4,068 Est. Cost $131.24 Unrealized +118.3%
ABT Abbott Laboratories 0.1%
Value ($000) $1,225 Shares 10,746 Est. Cost $81.37 Unrealized +31.6%
NSC Norfolk Southern Corp 0.1%
Value ($000) $1,222 Shares 4,919 Est. Cost $156.10 Unrealized +49.3%
KO Coca Cola Company 0.1%
Value ($000) $1,194 Shares 16,613 Est. Cost $35.81 Unrealized +83.3%
QCOM Qualcomm Inc 0.1%
Value ($000) $1,152 Shares 6,775 Est. Cost $84.35 Unrealized +102.9%
GLDM SPDR Gold MiniShares 0.1%
Value ($000) $1,151 Shares 22,083 Est. Cost $40.91 Unrealized
IWM Ishares Russell 2000 0.1%
Value ($000) $1,147 Shares 5,192 Est. Cost $9739.84 Unrealized
CSCO Cisco Systems Inc 0.1%
Value ($000) $1,145 Shares 21,507 Est. Cost $34.98 Unrealized +33.8%
DFAC DIMENSIONAL U S CORE EQUITY 2 ETF 0.1%
Value ($000) $1,111 Shares 32,405 Est. Cost $26980.00 Unrealized
BAC Bank Of America Corp 0.1%
Value ($000) $1,104 Shares 27,831 Est. Cost $20.52 Unrealized +89.0%
MINT PIMCO Enhanced Short Maturity Active ETF 0.1%
Value ($000) $1,088 Shares 10,803 Est. Cost $100.09 Unrealized
AMAT Applied Materials Inc 0.0%
Value ($000) $1,064 Shares 5,266 Est. Cost $64.63 Unrealized +213.1%
AMGN Amgen Incorporated 0.0%
Value ($000) $1,040 Shares 3,227 Est. Cost $148.48 Unrealized +110.9%
BLK Blackrock Inc 0.0%
Value ($000) $1,008 Shares 1,061 Est. Cost $840.24 Unrealized 0.0%
CAT Caterpillar Inc 0.0%
Value ($000) $1,004 Shares 2,568 Est. Cost $141.34 Unrealized +139.6%
NUMV Nuveen ESG Mid-Cap Value ETF 0.0%
Value ($000) $1,002 Shares 27,186 Est. Cost $305.56 Unrealized
LLY Eli Lilly and Co 0.0%
Value ($000) $991 Shares 1,119 Est. Cost $285.52 Unrealized +211.8%
INTU Intuit Inc 0.0%
Value ($000) $963 Shares 1,551 Est. Cost $385.05 Unrealized +64.4%
ISRG Intuitive Surgical New 0.0%
Value ($000) $954 Shares 1,942 Est. Cost $250.06 Unrealized +86.2%
META Meta Platforms Inc 0.0%
Value ($000) $932 Shares 1,628 Est. Cost $245.38 Unrealized +108.7%
UDR Utd Dominion Rlty Tr Inc 0.0%
Value ($000) $903 Shares 19,913 Est. Cost $30.95 Unrealized +31.2%
IBM Intl Business Machines 0.0%
Value ($000) $901 Shares 4,076 Est. Cost $112.37 Unrealized +68.2%
D Dominion Res Inc Va New 0.0%
Value ($000) $846 Shares 14,634 Est. Cost $59.11 Unrealized -13.5%
UBSI United Bankshares Inc 0.0%
Value ($000) $813 Shares 21,924 Est. Cost $35.58 Unrealized +2.6%
ADBE Adobe Systems Inc 0.0%
Value ($000) $804 Shares 1,552 Est. Cost $460.00 Unrealized +19.2%
AUB Atlantic Un Bankshares Corp 0.0%
Value ($000) $800 Shares 21,244 Est. Cost $27.49 Unrealized +28.4%
XLV Sector Spdr Health Fund 0.0%
Value ($000) $789 Shares 5,124 Est. Cost $8737.61 Unrealized
ITW Illinois Tool Works Inc 0.0%
Value ($000) $788 Shares 3,008 Est. Cost $135.04 Unrealized +75.7%
NEE Nextera Energy Inc Com 0.0%
Value ($000) $781 Shares 9,238 Est. Cost $65.67 Unrealized +14.0%
BX Blackstone Group LP 0.0%
Value ($000) $777 Shares 5,071 Est. Cost $41.83 Unrealized +219.5%
XLF Sector Spdr Fincl Select 0.0%
Value ($000) $766 Shares 16,909 Est. Cost $2789.39 Unrealized
GLD Spdr Gold TRUST 0.0%
Value ($000) $755 Shares 3,107 Est. Cost $2669.40 Unrealized
IWP Ishares Russell Midcap Growth 0.0%
Value ($000) $755 Shares 6,434 Est. Cost $99.52 Unrealized
PLYM Plymouth Industrial REIT Inc 0.0%
Value ($000) $748 Shares 33,100 Est. Cost $15.02 Unrealized
TXN Texas Instruments Inc 0.0%
Value ($000) $741 Shares 3,589 Est. Cost $140.57 Unrealized +37.3%
ACH Owens & Minor Inc Hldg Co 0.0%
Value ($000) $736 Shares 46,894 Est. Cost $26.00 Unrealized -41.7%
SBUX Starbucks Corp 0.0%
Value ($000) $730 Shares 7,491 Est. Cost $75.62 Unrealized +9.5%
NFLX Netflix Inc 0.0%
Value ($000) $710 Shares 1,001 Est. Cost $24.24 Unrealized +175.9%
GE General Electric Company 0.0%
Value ($000) $710 Shares 3,763 Est. Cost $57.65 Unrealized +191.3%
HON Honeywell International 0.0%
Value ($000) $701 Shares 3,391 Est. Cost $136.66 Unrealized +37.8%
CTAS Cintas Corp 0.0%
Value ($000) $683 Shares 3,316 Est. Cost $167.67 Unrealized +13.8%
IJS Ishares S&P Smcap Value 0.0%
Value ($000) $675 Shares 6,270 Est. Cost $101.18 Unrealized
IYH iShares US Healthcare 0.0%
Value ($000) $670 Shares 10,300 Est. Cost $41393.04 Unrealized
VUG Vanguard Growth ETF 0.0%
Value ($000) $668 Shares 1,741 Est. Cost $364.05 Unrealized
IWN Ishares Russell 2000 Value ETF 0.0%
Value ($000) $667 Shares 4,000 Est. Cost $13406.76 Unrealized
Tri Continental Corp 0.0%
Value ($000) $667 Shares 20,183 Est. Cost $19.97 Unrealized
VTV Vanguard Value ETF 0.0%
Value ($000) $661 Shares 3,787 Est. Cost $149.49 Unrealized
EMR Emerson Electric Co 0.0%
Value ($000) $654 Shares 5,977 Est. Cost $59.77 Unrealized +75.8%
DEO Diageo Plc New Adr 0.0%
Value ($000) $649 Shares 4,628 Est. Cost $14152.85 Unrealized
VOOV Vanguard S&P 500 Value ETF 0.0%
Value ($000) $641 Shares 3,362 Est. Cost $21242.92 Unrealized
FISV Fiserv Inc 0.0%
Value ($000) $640 Shares 3,564 Est. Cost $104.61 Unrealized +57.7%
DIS Disney Walt Co 0.0%
Value ($000) $621 Shares 6,451 Est. Cost $117.85 Unrealized -23.1%
KMX Carmax Inc 0.0%
Value ($000) $617 Shares 7,979 Est. Cost $74.05 Unrealized +6.8%
GS Goldman Sachs Group Inc 0.0%
Value ($000) $615 Shares 1,242 Est. Cost $304.67 Unrealized +55.9%
WM Waste Management, INC. 0.0%
Value ($000) $585 Shares 2,819 Est. Cost $113.44 Unrealized +80.1%
MCHP Microchip Technology Inc 0.0%
Value ($000) $571 Shares 7,116 Est. Cost $54.07 Unrealized +46.5%
MS Morgan Stanley 0.0%
Value ($000) $565 Shares 5,417 Est. Cost $58.77 Unrealized +64.9%
SO The Southern Company 0.0%
Value ($000) $557 Shares 6,174 Est. Cost $49.81 Unrealized +63.9%
VNQ Vanguard Reit 0.0%
Value ($000) $556 Shares 5,709 Est. Cost $4663.87 Unrealized
AVGO Avago Technologies Ltd 0.0%
Value ($000) $555 Shares 3,217 Est. Cost $152.91 Unrealized +3.3%
APD Air Prod & Chemicals Inc 0.0%
Value ($000) $555 Shares 1,862 Est. Cost $117.57 Unrealized +123.8%
VGT Vanguard Information Technology ETF 0.0%
Value ($000) $550 Shares 938 Est. Cost $3470.25 Unrealized
FFXDF Fairfax India Ho-Sub Com Sub Vtg Shs Isi 0.0%
Value ($000) $546 Shares 36,200 Est. Cost $15.95 Unrealized -9.2%
RLI R L I Corp 0.0%
Value ($000) $542 Shares 3,500 Est. Cost $39.52 Unrealized +75.1%
TGT Target Corporation 0.0%
Value ($000) $542 Shares 3,477 Est. Cost $131.00 Unrealized +7.6%
URI United Rentals Inc 0.0%
Value ($000) $540 Shares 667 Est. Cost $155.30 Unrealized +357.7%
VEA Vanguard FTSE International 0.0%
Value ($000) $521 Shares 9,861 Est. Cost $47.62 Unrealized
DHR Danaher Corp Del 0.0%
Value ($000) $515 Shares 1,854 Est. Cost $168.71 Unrealized +55.6%
SYY Sysco Corporation 0.0%
Value ($000) $514 Shares 6,584 Est. Cost $32.93 Unrealized +119.0%
PICK iShares MSCI Global Mtls&Mng Prdcrs ETF 0.0%
Value ($000) $506 Shares 11,700 Est. Cost $43.07 Unrealized
UPS United Parcel Service B 0.0%
Value ($000) $504 Shares 3,696 Est. Cost $117.55 Unrealized +2.5%
VTIP Vanguard Short-Term Infl-Prot Secs ETF 0.0%
Value ($000) $479 Shares 9,719 Est. Cost $46.85 Unrealized
VYM Vanguard Index Funds Vanguard High Dividend Yield 0.0%
Value ($000) $473 Shares 3,687 Est. Cost $47125.48 Unrealized
MAR Marriott Intl Inc Cl A 0.0%
Value ($000) $470 Shares 1,891 Est. Cost $152.20 Unrealized +51.0%
BAM Brookfield Asset Management 0.0%
Value ($000) $466 Shares 9,853 Est. Cost $27.10 Unrealized +48.0%
BR Broadridge Finl Solution 0.0%
Value ($000) $459 Shares 2,136 Est. Cost $31.74 Unrealized +544.1%
SDY Spdr Ser Tr S&P Divid Etf 0.0%
Value ($000) $438 Shares 3,085 Est. Cost $142.04 Unrealized
CI Cigna Corp 0.0%
Value ($000) $438 Shares 1,263 Est. Cost $188.88 Unrealized +77.4%
MCK Mckesson Corporation 0.0%
Value ($000) $430 Shares 869 Est. Cost $301.86 Unrealized +83.3%
AJG Arthur J Gallagher & Co 0.0%
Value ($000) $421 Shares 1,498 Est. Cost $65.89 Unrealized +322.9%
AGG Ishares Barclays Aggregate Bond 0.0%
Value ($000) $417 Shares 4,120 Est. Cost $29907.72 Unrealized
NEU Newmarket Corporation 0.0%
Value ($000) $414 Shares 751 Est. Cost $325.71 Unrealized +64.0%
VZ Verizon Communications 0.0%
Value ($000) $403 Shares 8,974 Est. Cost $33.90 Unrealized +13.2%
PAYX Paychex Inc 0.0%
Value ($000) $392 Shares 2,919 Est. Cost $100.38 Unrealized +21.5%
BIIB Biogen Idec Inc 0.0%
Value ($000) $388 Shares 2,000 Est. Cost $261.39 Unrealized -20.0%
ACN Accenture Ltd Cl A 0.0%
Value ($000) $387 Shares 1,096 Est. Cost $237.13 Unrealized +36.1%
AXP American Express Company 0.0%
Value ($000) $387 Shares 1,426 Est. Cost $108.16 Unrealized +126.6%
NOC Northrop Grumman Corp 0.0%
Value ($000) $380 Shares 719 Est. Cost $360.32 Unrealized +32.7%
DOV Dover Corporation 0.0%
Value ($000) $380 Shares 1,980 Est. Cost $132.03 Unrealized +35.9%
PNC Pnc Finl Services Gp Inc 0.0%
Value ($000) $357 Shares 1,931 Est. Cost $116.78 Unrealized +43.4%
VHT Vanguard Health Care ETF 0.0%
Value ($000) $356 Shares 1,262 Est. Cost $172419.16 Unrealized
AMD Advanced Micro Devices 0.0%
Value ($000) $349 Shares 2,128 Est. Cost $115.36 Unrealized +31.7%
FAST Fastenal Co 0.0%
Value ($000) $341 Shares 4,774 Est. Cost $28.74 Unrealized +14.5%
NTAP NetApp Inc 0.0%
Value ($000) $337 Shares 2,730 Est. Cost $44.94 Unrealized +169.5%
CBRE CBRE Group Inc 0.0%
Value ($000) $334 Shares 2,680 Est. Cost $58.25 Unrealized +87.2%
VOE Vanguard Mid Cap Value 0.0%
Value ($000) $327 Shares 1,949 Est. Cost $111581.53 Unrealized
NUE Nucor Corp 0.0%
Value ($000) $321 Shares 2,133 Est. Cost $60.36 Unrealized +143.2%
IJT Ishares S&P Small-Cap 0.0%
Value ($000) $319 Shares 2,288 Est. Cost $26932.17 Unrealized
IJH iShares Core S&P Mid Cap ETF 0.0%
Value ($000) $318 Shares 5,095 Est. Cost $97.62 Unrealized
CB Chubb Corporation 0.0%
Value ($000) $317 Shares 1,098 Est. Cost $223.21 Unrealized +21.3%
MMM 3m Company 0.0%
Value ($000) $316 Shares 2,314 Est. Cost $109.12 Unrealized +9.2%
FTNT Fortinet Inc 0.0%
Value ($000) $315 Shares 4,057 Est. Cost $51.78 Unrealized +31.9%
TDY Teledyne Technologies 0.0%
Value ($000) $310 Shares 708 Est. Cost $230.20 Unrealized +80.1%
DVY Ishares Dj Select Div Fd 0.0%
Value ($000) $305 Shares 2,260 Est. Cost $84017.59 Unrealized
CRM Salesforce Com 0.0%
Value ($000) $294 Shares 1,074 Est. Cost $154.52 Unrealized +64.3%
HEFA iShares Currency Hedged MSCI EAFE 0.0%
Value ($000) $287 Shares 8,103 Est. Cost $33.94 Unrealized
ALB Albemarle Corp 0.0%
Value ($000) $286 Shares 3,015 Est. Cost $111.68 Unrealized -22.7%
HCA Hca Inc 0.0%
Value ($000) $284 Shares 698 Est. Cost $248.47 Unrealized +45.7%
AON Aon Plc Com Usd0.01 Cl A 0.0%
Value ($000) $283 Shares 819 Est. Cost $269.40 Unrealized +20.4%
DIA Diamonds TRUST Series I 0.0%
Value ($000) $282 Shares 666 Est. Cost $266713.94 Unrealized
DE Deere & Co 0.0%
Value ($000) $278 Shares 665 Est. Cost $237.53 Unrealized +55.5%
PFE Pfizer Incorporated 0.0%
Value ($000) $276 Shares 9,550 Est. Cost $29.17 Unrealized -8.5%
IR Ingersoll-Rand plc 0.0%
Value ($000) $267 Shares 2,723 Est. Cost $33.61 Unrealized +176.1%
KMB Kimberly-Clark Corp 0.0%
Value ($000) $267 Shares 1,877 Est. Cost $109.34 Unrealized +22.7%
IRM Iron Mountain Inc New 0.0%
Value ($000) $264 Shares 2,222 Est. Cost $92.25 Unrealized +10.6%
KHC Kraft Heinz Co Com 0.0%
Value ($000) $260 Shares 7,394 Est. Cost $47.45 Unrealized -33.0%
IBB Ishares Nasdaq Biotechnology 0.0%
Value ($000) $255 Shares 1,750 Est. Cost $96.57 Unrealized
ARCC Ares Capital Corp 0.0%
Value ($000) $248 Shares 11,850 Est. Cost $9.99 Unrealized +82.5%
SBRA Sabra Health Care REIT Inc 0.0%
Value ($000) $241 Shares 12,971 Est. Cost $14.77 Unrealized
TRV Travelers Companies Inc 0.0%
Value ($000) $239 Shares 1,022 Est. Cost $195.56 Unrealized +10.1%
GEV Ge Vernova Llc Com 0.0%
Value ($000) $231 Shares 906 Est. Cost $158.10 Unrealized +21.2%
ALL Allstate Corporation 0.0%
Value ($000) $229 Shares 1,205 Est. Cost $100.15 Unrealized +72.6%
VXUS Vanguard Total International Stock ETF 0.0%
Value ($000) $227 Shares 3,507 Est. Cost $42393.25 Unrealized
AVB AvalonBay Communities Inc 0.0%
Value ($000) $226 Shares 1,004 Est. Cost $138.71 Unrealized +48.0%
CP Canadian Pac Railway 0.0%
Value ($000) $225 Shares 2,625 Est. Cost $75.65 Unrealized +7.6%
LMT Lockheed Martin Corp 0.0%
Value ($000) $224 Shares 383 Est. Cost $487.20 Unrealized +6.0%
PH Parker-Hannifin Corp 0.0%
Value ($000) $222 Shares 352 Est. Cost $252.04 Unrealized +122.3%
KNSL Kinsale Cap Group Inc Com 0.0%
Value ($000) $221 Shares 475 Est. Cost $121.52 Unrealized +263.0%
NVO Novo-Nordisk A-S Adr 0.0%
Value ($000) $220 Shares 1,850 Est. Cost $101.15 Unrealized
BRBS Blue Ridge Bankshares Inc 0.0%
Value ($000) $219 Shares 78,305 Est. Cost $11.99 Unrealized -78.4%
THG Hanover Insurance Group 0.0%
Value ($000) $219 Shares 1,480 Est. Cost $125.82 Unrealized +5.8%
APH Amphenol Corp Cl A 0.0%
Value ($000) $219 Shares 3,361 Est. Cost $44.71 Unrealized +43.2%
PRU Prudential Financial Inc 0.0%
Value ($000) $214 Shares 1,766 Est. Cost $75.73 Unrealized +46.0%
MU Micron Technology Inc 0.0%
Value ($000) $212 Shares 2,044 Est. Cost $66.21 Unrealized +57.0%
LHX L3Harris Technologies Ord 0.0%
Value ($000) $210 Shares 884 Est. Cost $196.81 Unrealized +14.1%
ENB Enbridge Inc 0.0%
Value ($000) $203 Shares 5,011 Est. Cost $20.69 Unrealized +71.7%
CNI Canadian Natl Ry Co 0.0%
Value ($000) $203 Shares 1,731 Est. Cost $93.15 Unrealized +21.6%
AVY Avery Dennison Corp 0.0%
Value ($000) $201 Shares 911 Est. Cost $102.10 Unrealized +105.6%
GILD Gilead Sciences Inc 0.0%
Value ($000) $194 Shares 2,314 Est. Cost $54.67 Unrealized +33.7%
INTC Intel Corp 0.0%
Value ($000) $193 Shares 8,244 Est. Cost $42.75 Unrealized -41.8%
COF Capital One Financial Cp 0.0%
Value ($000) $192 Shares 1,285 Est. Cost $82.20 Unrealized +70.2%
PLD Prologis 0.0%
Value ($000) $191 Shares 1,512 Est. Cost $106.12 Unrealized +11.2%
KBE SPDR S&P Bank ETF 0.0%
Value ($000) $191 Shares 3,604 Est. Cost $41.83 Unrealized
VB Vanguard Small Cap 0.0%
Value ($000) $187 Shares 788 Est. Cost $175767.45 Unrealized
EHC Encompass Health Corp 0.0%
Value ($000) $185 Shares 1,918 Est. Cost $55.24 Unrealized +61.1%
Unilever Plc Adr New 0.0%
Value ($000) $183 Shares 2,815 Est. Cost $19157.54 Unrealized
BA Boeing Co 0.0%
Value ($000) $181 Shares 1,193 Est. Cost $253.15 Unrealized -32.3%
MAIN Main Str Cap Corp Com 0.0%
Value ($000) $181 Shares 3,600 Est. Cost $39.62 Unrealized +26.2%
VCSH Vanguard Short-Term Corp Bond ETF 0.0%
Value ($000) $178 Shares 2,246 Est. Cost $77.37 Unrealized
GLW Corning Inc 0.0%
Value ($000) $176 Shares 3,890 Est. Cost $29.67 Unrealized +37.7%
SRE Sempra Energy 0.0%
Value ($000) $175 Shares 2,092 Est. Cost $58.07 Unrealized +31.5%
NVS Novartis A G Spon Adr 0.0%
Value ($000) $173 Shares 1,505 Est. Cost $24154.78 Unrealized
F Ford Motor Company New 0.0%
Value ($000) $173 Shares 16,392 Est. Cost $10.78 Unrealized -3.2%
VIS Vanguard Industrials ETF 0.0%
Value ($000) $171 Shares 657 Est. Cost $260.07 Unrealized
WRB Berkley W R Corp 0.0%
Value ($000) $162 Shares 2,863 Est. Cost $35.22 Unrealized +53.0%
ADI Analog Devices Inc 0.0%
Value ($000) $161 Shares 702 Est. Cost $168.63 Unrealized +30.5%
XBI SPDR S&P Biotech ETF 0.0%
Value ($000) $156 Shares 1,577 Est. Cost $98.80 Unrealized
XLB Sector Spdr Materials Fd 0.0%
Value ($000) $152 Shares 1,573 Est. Cost $87.29 Unrealized
DXCM Dexcom Inc 0.0%
Value ($000) $150 Shares 2,236 Est. Cost $86.63 Unrealized -5.2%
BND Vanguard Bond Index Fund 0.0%
Value ($000) $148 Shares 1,965 Est. Cost $74.64 Unrealized
ROST Ross Stores Inc 0.0%
Value ($000) $148 Shares 980 Est. Cost $85.58 Unrealized +69.8%
EPR EPR Properties 0.0%
Value ($000) $147 Shares 3,000 Est. Cost $33130.00 Unrealized
ETN Eaton Corporation 0.0%
Value ($000) $146 Shares 439 Est. Cost $127.77 Unrealized +135.8%
IGF iShares Global Infrastructure ETF 0.0%
Value ($000) $145 Shares 2,669 Est. Cost $47.07 Unrealized
TTC Toro Company 0.0%
Value ($000) $145 Shares 1,670 Est. Cost $81.15 Unrealized +10.8%
MSI Motorola Solutions Inc Com New 0.0%
Value ($000) $144 Shares 321 Est. Cost $237.50 Unrealized +72.9%
EW Edwards Lifesciences Cp 0.0%
Value ($000) $140 Shares 2,118 Est. Cost $92.66 Unrealized -21.6%
GPC Genuine Parts Co 0.0%
Value ($000) $140 Shares 1,000 Est. Cost $118.01 Unrealized +12.5%
APO Apollo Global Management LLC Class A 0.0%
Value ($000) $137 Shares 1,100 Est. Cost $70.77 Unrealized +60.1%
NXPI NXP Semiconductors NV 0.0%
Value ($000) $137 Shares 571 Est. Cost $155.42 Unrealized +57.0%
FSK FS KKR Capital Corp 0.0%
Value ($000) $133 Shares 6,720 Est. Cost $8.28 Unrealized +93.5%
AEP Amer Electric Pwr Co Inc 0.0%
Value ($000) $129 Shares 1,257 Est. Cost $74.19 Unrealized +25.4%
ATR Aptargroup Inc 0.0%
Value ($000) $123 Shares 770 Est. Cost $103.79 Unrealized +40.0%
SCHX Schwab US Large-Cap ETF 0.0%
Value ($000) $122 Shares 1,802 Est. Cost $31677.76 Unrealized
TJX T J X Cos Inc 0.0%
Value ($000) $121 Shares 1,029 Est. Cost $112.73 Unrealized 0.0%
DES WisdomTree SmallCap Dividend ETF 0.0%
Value ($000) $120 Shares 3,469 Est. Cost $27539.93 Unrealized
AMP Ameriprise Financial Inc 0.0%
Value ($000) $119 Shares 254 Est. Cost $264.67 Unrealized +61.2%
XLC Communication Services Sel Sect SPDRETF 0.0%
Value ($000) $119 Shares 1,311 Est. Cost $90.40 Unrealized
STX Seagate Technology 0.0%
Value ($000) $116 Shares 1,062 Est. Cost $77.82 Unrealized +27.2%
SPYV SPDR Portfolio S&P 500 Value ETF 0.0%
Value ($000) $116 Shares 2,200 Est. Cost $36.82 Unrealized
SLV iShares Silver Trust 0.0%
Value ($000) $115 Shares 4,032 Est. Cost $2064.95 Unrealized
PTC PTC Inc 0.0%
Value ($000) $113 Shares 625 Est. Cost $119.89 Unrealized +46.6%
HUN Huntsman Corporation 0.0%
Value ($000) $109 Shares 4,500 Est. Cost $28.42 Unrealized -22.0%
GIL Gildan Activewear Inc 0.0%
Value ($000) $109 Shares 2,311 Est. Cost $25.04 Unrealized +65.4%
NSRGY Nestle S A Reg B Adr 0.0%
Value ($000) $108 Shares 1,075 Est. Cost $20994.93 Unrealized
CL Colgate-Palmolive Co 0.0%
Value ($000) $105 Shares 1,016 Est. Cost $78.12 Unrealized +26.6%
FDX Fedex Corporation 0.0%
Value ($000) $104 Shares 380 Est. Cost $281.24 Unrealized 0.0%
PALL ETFS Physical Palladium 0.0%
Value ($000) $103 Shares 1,125 Est. Cost $101.33 Unrealized
O Realty Income Corp 0.0%
Value ($000) $103 Shares 1,620 Est. Cost $49.93 Unrealized +10.1%
WFC Wells Fargo & Co New 0.0%
Value ($000) $102 Shares 1,806 Est. Cost $41.79 Unrealized +31.2%
NKE Nike Inc Class B 0.0%
Value ($000) $99 Shares 1,125 Est. Cost $101.33 Unrealized -25.0%
BDX Becton Dickinson & Co 0.0%
Value ($000) $98 Shares 407 Est. Cost $236.21 Unrealized -3.6%
KLAC K L A Tencor Corp 0.0%
Value ($000) $97 Shares 125 Est. Cost $323.74 Unrealized +139.4%
LUV Southwest Airlines Co 0.0%
Value ($000) $97 Shares 3,258 Est. Cost $45.52 Unrealized -41.0%
DGX Quest Diagnostic Inc 0.0%
Value ($000) $93 Shares 600 Est. Cost $127.27 Unrealized +14.6%
TSLA Tesla, Inc 0.0%
Value ($000) $91 Shares 349 Est. Cost $251.15 Unrealized -9.2%
QUAL iShares Edge MSCI USA Quality Factor ETF 0.0%
Value ($000) $91 Shares 505 Est. Cost $179.30 Unrealized
C Citigroup Inc 0.0%
Value ($000) $90 Shares 1,438 Est. Cost $44.28 Unrealized +34.2%
STN Stantec Inc 0.0%
Value ($000) $90 Shares 1,115 Est. Cost $43.95 Unrealized
BP Bp Plc Adr 0.0%
Value ($000) $89 Shares 2,848 Est. Cost $19937.26 Unrealized
JBHT J B Hunt Transport Svcs 0.0%
Value ($000) $88 Shares 510 Est. Cost $163.38 Unrealized +1.3%
KR Kroger Company 0.0%
Value ($000) $87 Shares 1,522 Est. Cost $52.14 Unrealized 0.0%
SBAC S B A Communications Cp 0.0%
Value ($000) $87 Shares 362 Est. Cost $296.06 Unrealized -27.2%
EL Lauder Estee Co Inc Cl A 0.0%
Value ($000) $87 Shares 872 Est. Cost $236.33 Unrealized -61.0%
MRSH Marsh & Mc Lennan Co Inc 0.0%
Value ($000) $87 Shares 388 Est. Cost $105.35 Unrealized +105.9%
OKE Oneok Inc New 0.0%
Value ($000) $86 Shares 947 Est. Cost $58.06 Unrealized +40.4%
SCHW The Charles Schwab Corp 0.0%
Value ($000) $85 Shares 1,309 Est. Cost $61.16 Unrealized +5.6%
VEU Vanguard Intl Eqty Index 0.0%
Value ($000) $83 Shares 1,322 Est. Cost $56.88 Unrealized
IDXX Idexx Labs Inc 0.0%
Value ($000) $83 Shares 164 Est. Cost $426.91 Unrealized +13.8%
GEN NortonLifeLock Inc 0.0%
Value ($000) $82 Shares 3,005 Est. Cost $12.38 Unrealized +102.4%
DGRO iShares Core Dividend Growth ETF 0.0%
Value ($000) $81 Shares 1,289 Est. Cost $62.69 Unrealized
VOT Vanguard Mid-Cap Growth ETF 0.0%
Value ($000) $80 Shares 329 Est. Cost $53976.92 Unrealized
CMG Chipotle Mexican Grill 0.0%
Value ($000) $80 Shares 1,390 Est. Cost $60.89 Unrealized -9.1%
ROKU Roku Inc Com Cl A 0.0%
Value ($000) $80 Shares 1,067 Est. Cost $68.57 Unrealized -6.5%
GNW Genworth Financial Inc 0.0%
Value ($000) $79 Shares 11,480 Est. Cost $6.26 Unrealized +5.1%
NNN National Retail Properties Inc 0.0%
Value ($000) $78 Shares 1,600 Est. Cost $43.10 Unrealized
VLO Valero Energy Corp New 0.0%
Value ($000) $75 Shares 555 Est. Cost $61.34 Unrealized +127.2%
RY Royal Bk Of Canada Isin #ca7800871021 0.0%
Value ($000) $75 Shares 600 Est. Cost $88.10 Unrealized +30.3%
GM General Motors Corp 0.0%
Value ($000) $74 Shares 1,642 Est. Cost $49.34 Unrealized -7.4%
CEF Sprott Physical Gold & Silver Trust 0.0%
Value ($000) $73 Shares 3,000 Est. Cost $12.94 Unrealized
INGR Ingredion Inc 0.0%
Value ($000) $72 Shares 522 Est. Cost $102.11 Unrealized +24.6%
SLB Schlumberger Ltd 0.0%
Value ($000) $71 Shares 1,704 Est. Cost $38.00 Unrealized +12.3%
IYR iShares US Real Estate ETF 0.0%
Value ($000) $71 Shares 700 Est. Cost $87.90 Unrealized
LEN Lennar Corp Cl A 0.0%
Value ($000) $71 Shares 378 Est. Cost $98.17 Unrealized +67.3%
AFL A F L A C Inc 0.0%
Value ($000) $70 Shares 624 Est. Cost $64.88 Unrealized +52.2%
CHCO City Holding Co 0.0%
Value ($000) $68 Shares 581 Est. Cost $63.61 Unrealized +74.5%
DFAX DFA TA World ex US Core Equity I 0.0%
Value ($000) $68 Shares 2,517 Est. Cost $25880.02 Unrealized
T A T & T Inc New 0.0%
Value ($000) $68 Shares 3,085 Est. Cost $14.64 Unrealized +28.3%
ET Energy Transfer Equity LP 0.0%
Value ($000) $67 Shares 4,200 Est. Cost $538.55 Unrealized
MRNA Moderna Inc 0.0%
Value ($000) $67 Shares 1,000 Est. Cost $23.01 Unrealized +299.1%
VWO Vanguard Emerging Market 0.0%
Value ($000) $66 Shares 1,380 Est. Cost $28638.03 Unrealized
USB U S Bancorp Del New 0.0%
Value ($000) $65 Shares 1,428 Est. Cost $38.10 Unrealized +7.9%
CME Chicago Mercantile Exch 0.0%
Value ($000) $65 Shares 293 Est. Cost $152.44 Unrealized +28.9%
HUM Humana Inc 0.0%
Value ($000) $65 Shares 204 Est. Cost $388.40 Unrealized -10.2%
Brookfield Infrastructure Corp 0.0%
Value ($000) $64 Shares 1,483 Est. Cost $35.32 Unrealized
REGN Regeneron Pharmaceuticals 0.0%
Value ($000) $64 Shares 61 Est. Cost $709.89 Unrealized +55.9%
IXUS iShares Core MSCI Total Intl Stk ETF 0.0%
Value ($000) $63 Shares 872 Est. Cost $69.04 Unrealized
DD Dupont De Nemours Inc 0.0%
Value ($000) $61 Shares 684 Est. Cost $27.24 Unrealized +21.1%
CINF Cincinnati Financial Cp 0.0%
Value ($000) $60 Shares 438 Est. Cost $96.11 Unrealized +30.1%
VLTO VERALTO ORD WI 0.0%
Value ($000) $60 Shares 532 Est. Cost $74.52 Unrealized +40.9%
HEI/A Heico Corp 0.0%
Value ($000) $59 Shares 291 Est. Cost $121.50 Unrealized +55.8%
VICI VICI Properties Inc 0.0%
Value ($000) $58 Shares 1,750 Est. Cost $25.10 Unrealized +16.2%
CARR Carrier Global Corp-Wi 0.0%
Value ($000) $57 Shares 712 Est. Cost $46.67 Unrealized +46.8%
PSX Phillips 0.0%
Value ($000) $56 Shares 424 Est. Cost $125.59 Unrealized +2.2%
PEG Pub Svc Ent Group Inc 0.0%
Value ($000) $55 Shares 615 Est. Cost $72.92 Unrealized +4.7%
ADM Archer-Daniels-Midlnd Co 0.0%
Value ($000) $54 Shares 906 Est. Cost $76.49 Unrealized -24.4%
DTE D T E Energy Company 0.0%
Value ($000) $54 Shares 421 Est. Cost $90.21 Unrealized +27.3%
RUSHB Rush Enterprises Inc 0.0%
Value ($000) $54 Shares 1,125 Est. Cost $25.32 Unrealized +75.0%
EPRT Essential Properties Realty Trust Inc 0.0%
Value ($000) $53 Shares 1,550 Est. Cost $24.03 Unrealized
GEHC GE HEALTHCARE TECHNOLOGIES ORD WI 0.0%
Value ($000) $51 Shares 548 Est. Cost $71.08 Unrealized +17.8%
Discover Financial Svcs 0.0%
Value ($000) $51 Shares 366 Est. Cost $96.93 Unrealized
ROP Roper Industries Inc 0.0%
Value ($000) $51 Shares 91 Est. Cost $408.61 Unrealized +33.3%
PYPL Paypal Hldgs Inc 0.0%
Value ($000) $50 Shares 636 Est. Cost $115.35 Unrealized -42.1%
HOLX Hologic Inc 0.0%
Value ($000) $49 Shares 599 Est. Cost $71.81 Unrealized +11.4%
CDP COPT Defense Properties 0.0%
Value ($000) $49 Shares 1,600 Est. Cost $23720.00 Unrealized
AZO Autozone Inc 0.0%
Value ($000) $47 Shares 15 Est. Cost $2417.74 Unrealized +27.0%
JBSS Sanfilippo John B & Son Inc 0.0%
Value ($000) $47 Shares 500 Est. Cost $75.10 Unrealized +29.0%
ATLANT UN BK 400 DS RP 1 SRS A PRF 0.0%
Value ($000) $47 Shares 1,910 Est. Cost $21.02 Unrealized
BMY Bristol-Myers Squibb Co 0.0%
Value ($000) $47 Shares 900 Est. Cost $50.98 Unrealized -14.4%
ODFL Old Dominion Freight Lns 0.0%
Value ($000) $46 Shares 232 Est. Cost $172.83 Unrealized +11.5%
ES Eversource Energy 0.0%
Value ($000) $46 Shares 672 Est. Cost $54.58 Unrealized +10.5%
WTW Willis Towers Watson 0.0%
Value ($000) $45 Shares 154 Est. Cost $169.26 Unrealized +62.5%
VIGI Vanguard Intl Div Apprec ETF 0.0%
Value ($000) $44 Shares 502 Est. Cost $61647.63 Unrealized
CHRW C H Robinson Worldwd New 0.0%
Value ($000) $44 Shares 400 Est. Cost $95.43 Unrealized -1.4%
CVS C V S Corp Del 0.0%
Value ($000) $44 Shares 700 Est. Cost $60.98 Unrealized -9.5%
TSM Taiwan Semiconductr Adrf 0.0%
Value ($000) $43 Shares 250 Est. Cost $86.76 Unrealized
VRSK Verisk Analytics Inc Cla 0.0%
Value ($000) $42 Shares 157 Est. Cost $172.18 Unrealized +55.8%
RPM Rpm International Inc 0.0%
Value ($000) $42 Shares 346 Est. Cost $64.41 Unrealized +79.7%
ARE Alexandria Real Est Eqty 0.0%
Value ($000) $42 Shares 350 Est. Cost $105.22 Unrealized +3.8%
EVRG Evergy Inc 0.0%
Value ($000) $41 Shares 658 Est. Cost $45.62 Unrealized +20.7%
LUCID GROUP ORD 0.0%
Value ($000) $41 Shares 11,500 Est. Cost $7730.19 Unrealized
AES A E S Corp 0.0%
Value ($000) $40 Shares 2,002 Est. Cost $11.08 Unrealized +48.4%
SOLV Solventum Corp Com Shs 0.0%
Value ($000) $40 Shares 576 Est. Cost $60.70 Unrealized -0.9%
USMV iShares MSCI USA Minimum Volatility 0.0%
Value ($000) $39 Shares 427 Est. Cost $91.31 Unrealized
LYB Lyondellbasell Industries NV 0.0%
Value ($000) $38 Shares 400 Est. Cost $81.83 Unrealized +4.0%
ETR Entergy Corp New 0.0%
Value ($000) $37 Shares 280 Est. Cost $48.64 Unrealized +16.4%
EA Electronic Arts Inc 0.0%
Value ($000) $36 Shares 254 Est. Cost $125.01 Unrealized +15.2%
TROW Rowe T Price Group Inc 0.0%
Value ($000) $36 Shares 333 Est. Cost $110.04 Unrealized -7.1%
DELL Dell Inc 0.0%
Value ($000) $36 Shares 305 Est. Cost $30.17 Unrealized +277.5%
CGBD Carlyle Secured Lending Inc 0.0%
Value ($000) $36 Shares 2,100 Est. Cost $10.08 Unrealized +44.3%
PFF Ishares U S Pfd Etf 0.0%
Value ($000) $36 Shares 1,072 Est. Cost $33.23 Unrealized
MPLX MPLX LP 0.0%
Value ($000) $35 Shares 782 Est. Cost $40.66 Unrealized
HIW Highwoods Pptys Inc 0.0%
Value ($000) $34 Shares 1,017 Est. Cost $40.07 Unrealized
FWONK Liberty Media Group 0.0%
Value ($000) $34 Shares 436 Est. Cost $62.30 Unrealized
ACM Aecom Technology Corp 0.0%
Value ($000) $34 Shares 325 Est. Cost $48.74 Unrealized +89.9%
NJR New Jersey Resources Corporation 0.0%
Value ($000) $33 Shares 700 Est. Cost $39.12 Unrealized +10.1%
BTI Br Amer Tobacco Plc Adrf 0.0%
Value ($000) $33 Shares 900 Est. Cost $29.29 Unrealized
OBDC OWL ROCK CAPITAL ORD 0.0%
Value ($000) $32 Shares 2,200 Est. Cost $9.20 Unrealized +37.9%
ECL Ecolab Inc 0.0%
Value ($000) $32 Shares 124 Est. Cost $160.68 Unrealized +50.0%
LNKB LINKBANCORP ORD 0.0%
Value ($000) $32 Shares 4,938 Est. Cost $6.02 Unrealized +2.6%
EG Everest Re Group Ltd 0.0%
Value ($000) $31 Shares 80 Est. Cost $265.07 Unrealized +40.7%
JEPQ J P MORGAN NASDAQ EQT PRM INC ETF 0.0%
Value ($000) $31 Shares 570 Est. Cost $54.45 Unrealized
PGX Invesco Preferred ETF 0.0%
Value ($000) $30 Shares 2,467 Est. Cost $12.35 Unrealized
HPQ Hewlett-Packard Company 0.0%
Value ($000) $30 Shares 846 Est. Cost $22.00 Unrealized +51.1%
CMS C M S Energy Corp 0.0%
Value ($000) $28 Shares 400 Est. Cost $52.28 Unrealized +20.6%
PPG P P G Industries Inc 0.0%
Value ($000) $28 Shares 211 Est. Cost $143.99 Unrealized -15.3%
XIFR NextEra Energy Partners LP 0.0%
Value ($000) $28 Shares 1,000 Est. Cost $25.48 Unrealized +1.8%
BNL BROADSTONE NET LEASE ORD 0.0%
Value ($000) $27 Shares 1,429 Est. Cost $15.87 Unrealized
STT State Street Corp 0.0%
Value ($000) $27 Shares 300 Est. Cost $78.76 Unrealized 0.0%
BIP Brookfield Infra Ptnrs 0.0%
Value ($000) $26 Shares 750 Est. Cost $32.44 Unrealized
FIS Fidelity Natl Info Svcs 0.0%
Value ($000) $26 Shares 312 Est. Cost $53.76 Unrealized +42.5%
XEL Xcel Energy Inc 0.0%
Value ($000) $26 Shares 400 Est. Cost $55.51 Unrealized +1.9%
MDU M D U Resources Group 0.0%
Value ($000) $26 Shares 950 Est. Cost $9.95 Unrealized +37.2%
GIS General Mills Inc 0.0%
Value ($000) $26 Shares 346 Est. Cost $60.35 Unrealized +8.8%
STWD Starwood Property Trust Inc. 0.0%
Value ($000) $25 Shares 1,250 Est. Cost $20.87 Unrealized
CAH Cardinal Health Inc 0.0%
Value ($000) $25 Shares 228 Est. Cost $47.39 Unrealized +116.0%
WPC W P Carey Inc 0.0%
Value ($000) $25 Shares 402 Est. Cost $66021.22 Unrealized
AN Autonation Inc 0.0%
Value ($000) $25 Shares 138 Est. Cost $62.88 Unrealized +173.1%
DOW Dow Chemical Company 0.0%
Value ($000) $25 Shares 451 Est. Cost $38.83 Unrealized +23.4%
DLTR Dollar Tree Inc 0.0%
Value ($000) $25 Shares 350 Est. Cost $108.37 Unrealized -15.9%
KTB Kontoor Brands Inc COM 0.0%
Value ($000) $25 Shares 300 Est. Cost $51.39 Unrealized +38.9%
STAG Stag Industrial Inc 0.0%
Value ($000) $23 Shares 600 Est. Cost $34.84 Unrealized
SOXX iShares PHLX Semiconductor ETF 0.0%
Value ($000) $23 Shares 100 Est. Cost $325.75 Unrealized
UNM Unumprovident Corp 0.0%
Value ($000) $23 Shares 387 Est. Cost $34.97 Unrealized +55.3%
Marathon Oil Corp 0.0%
Value ($000) $23 Shares 849 Est. Cost $24.14 Unrealized
Aptiv Plc 0.0%
Value ($000) $22 Shares 305 Est. Cost $91.61 Unrealized
LW Lamb Weston Holdings Inc 0.0%
Value ($000) $22 Shares 333 Est. Cost $55.13 Unrealized +15.9%
Ansys Inc 0.0%
Value ($000) $21 Shares 67 Est. Cost $284305.20 Unrealized
ZM Zoom Video Communications, Inc 0.0%
Value ($000) $21 Shares 300 Est. Cost $72.05 Unrealized -13.3%
GBIL Goldman Sachs Access Treasury 0-1 Yr ETF 0.0%
Value ($000) $21 Shares 207 Est. Cost $100.29 Unrealized
SUSA iShares MSCI USA ESG Select ETF 0.0%
Value ($000) $21 Shares 172 Est. Cost $100.51 Unrealized
MELI Mercadolibre Inc 0.0%
Value ($000) $21 Shares 10 Est. Cost $587.65 Unrealized +220.4%
OHI Omega Healthcare Investors Inc 0.0%
Value ($000) $20 Shares 500 Est. Cost $30.66 Unrealized
IQLT iShares Edge MSCI Intl Quality Fctr ETF 0.0%
Value ($000) $20 Shares 484 Est. Cost $30.63 Unrealized
DSI iShares MSCI KLD 400 Social ETF 0.0%
Value ($000) $20 Shares 180 Est. Cost $91.05 Unrealized
BRX Brixmor Property Group Inc 0.0%
Value ($000) $20 Shares 700 Est. Cost $23.27 Unrealized
ALLE Allegion PLC 0.0%
Value ($000) $19 Shares 133 Est. Cost $87.44 Unrealized +49.2%
VXRT Vaxart Inc Com New 0.0%
Value ($000) $18 Shares 21,780 Est. Cost $2.69 Unrealized -71.5%
VABK Virginia National Bankshares Corp 0.0%
Value ($000) $18 Shares 442 Est. Cost $34.25 Unrealized +9.5%
EXR Extra Space Storage Inc 0.0%
Value ($000) $18 Shares 100 Est. Cost $115.65 Unrealized +37.0%
UGI U G I Corporation New 0.0%
Value ($000) $18 Shares 720 Est. Cost $53.89 Unrealized -55.3%
PSA Public Storage 0.0%
Value ($000) $18 Shares 49 Est. Cost $264.93 Unrealized +15.7%
SCHG Schwab US Large-Cap Growth ETF 0.0%
Value ($000) $18 Shares 171 Est. Cost $31687.65 Unrealized
SCHD Schwab US Dividend Equity ETF 0.0%
Value ($000) $18 Shares 210 Est. Cost $1912.09 Unrealized
JAAA Janus Henderson AAA CLO ETF 0.0%
Value ($000) $18 Shares 348 Est. Cost $49.88 Unrealized
IJR Ishares S&P Smallcap Core ETF 0.0%
Value ($000) $18 Shares 150 Est. Cost $108.39 Unrealized
CEG Constellation Energy Co 0.0%
Value ($000) $17 Shares 66 Est. Cost $81.35 Unrealized +142.3%
CTRE CareTrust REIT Inc 0.0%
Value ($000) $16 Shares 533 Est. Cost $24.37 Unrealized
YUM Yum Brands Inc 0.0%
Value ($000) $16 Shares 117 Est. Cost $133.16 Unrealized -2.8%
SCHZ Schwab US Aggregate Bond ETF 0.0%
Value ($000) $16 Shares 332 Est. Cost $23376.56 Unrealized
LIN Linde plc 0.0%
Value ($000) $16 Shares 33 Est. Cost $447.95 Unrealized 0.0%
DVN Devon Energy Cp New 0.0%
Value ($000) $16 Shares 400 Est. Cost $50.09 Unrealized -15.8%
AVA Avista Corp 0.0%
Value ($000) $16 Shares 400 Est. Cost $30.40 Unrealized +16.0%
CHD Church & Dwight Co Inc 0.0%
Value ($000) $15 Shares 146 Est. Cost $87.83 Unrealized +14.9%
AKAM Akamai Technologies 0.0%
Value ($000) $15 Shares 148 Est. Cost $87.06 Unrealized +12.0%
NEM Newmont Mining Corp 0.0%
Value ($000) $15 Shares 272 Est. Cost $34.38 Unrealized +40.8%
WES WESTERN GAS PARTNERS LP 0.0%
Value ($000) $14 Shares 375 Est. Cost $38.26 Unrealized
RIO Companhia Vale Do Adr 0.0%
Value ($000) $14 Shares 200 Est. Cost $41977.50 Unrealized
SHBI Shore Bancshares Inc 0.0%
Value ($000) $14 Shares 1,000 Est. Cost $13.42 Unrealized 0.0%
MPT Medical Pptys Tr Inc 0.0%
Value ($000) $14 Shares 2,350 Est. Cost $4.91 Unrealized
PWCDF Power Corp Cda Isin 0.0%
Value ($000) $14 Shares 432 Est. Cost $27.95 Unrealized 0.0%
GHI America First Multifamily Investors LP 0.0%
Value ($000) $14 Shares 972 Est. Cost $17.08 Unrealized
IYW Ishares U S Technology Etf 0.0%
Value ($000) $13 Shares 85 Est. Cost $101.91 Unrealized
SPGI S&p Global Inc 0.0%
Value ($000) $12 Shares 24 Est. Cost $489.86 Unrealized 0.0%
FSTA Fidelity MSCI Consumer Staples ETF 0.0%
Value ($000) $12 Shares 240 Est. Cost $51.05 Unrealized
BAX Baxter International Inc 0.0%
Value ($000) $12 Shares 320 Est. Cost $66.08 Unrealized -45.9%
LULU Lululemon Athletica Inc 0.0%
Value ($000) $12 Shares 44 Est. Cost $326.34 Unrealized -18.7%
Pimco Corporate Opportunity Fund 0.0%
Value ($000) $12 Shares 820 Est. Cost $13.24 Unrealized
DTM DT MIDSTREAM ORD WI 0.0%
Value ($000) $12 Shares 150 Est. Cost $35.96 Unrealized +98.1%
FULT Fulton Financial Corp 0.0%
Value ($000) $12 Shares 635 Est. Cost $12.85 Unrealized +33.8%
LBTYK Liberty Global Inc Ser C 0.0%
Value ($000) $11 Shares 527 Est. Cost $10.34 Unrealized 0.0%
MET Metlife Inc 0.0%
Value ($000) $11 Shares 138 Est. Cost $66.02 Unrealized +8.9%
DANOY Danone Spon Adr 0.0%
Value ($000) $11 Shares 768 Est. Cost $14.60 Unrealized
MGA Magna Intl Inc Cl A Vtgf 0.0%
Value ($000) $11 Shares 271 Est. Cost $39.57 Unrealized 0.0%
VOD Vodafone Group Plc Adr 0.0%
Value ($000) $11 Shares 1,107 Est. Cost $10.02 Unrealized
LEG Leggett & Platt Inc 0.0%
Value ($000) $11 Shares 800 Est. Cost $31.01 Unrealized -59.7%
CUBE CubeSmart 0.0%
Value ($000) $11 Shares 200 Est. Cost $48.49 Unrealized
HASI HA Sustainable Infrastructure Capital Inc 0.0%
Value ($000) $10 Shares 300 Est. Cost $29.55 Unrealized 0.0%
FERG Ferguson PLC 0.0%
Value ($000) $10 Shares 52 Est. Cost $197.54 Unrealized 0.0%
GVI iShares Interm Government/Credit Bd 0.0%
Value ($000) $10 Shares 90 Est. Cost $108.90 Unrealized
ITA iShares US Aerospace & Defense 0.0%
Value ($000) $9 Shares 62 Est. Cost $116.64 Unrealized
FNDX Schwab Fundamental US Large Company ETF 0.0%
Value ($000) $9 Shares 125 Est. Cost $61.94 Unrealized
A Agilent Technologies Inc 0.0%
Value ($000) $9 Shares 59 Est. Cost $109.52 Unrealized +23.8%
THO Thor Industries Inc 0.0%
Value ($000) $8 Shares 77 Est. Cost $98.34 Unrealized 0.0%
HPE Hewlett Packard Enterprises 0.0%
Value ($000) $8 Shares 400 Est. Cost $13.75 Unrealized +33.6%
AMT Amern Tower Corp Class A 0.0%
Value ($000) $8 Shares 35 Est. Cost $210.79 Unrealized 0.0%
EXC Exelon Corporation 0.0%
Value ($000) $8 Shares 200 Est. Cost $36.16 Unrealized -1.1%
VFC V F Corporation 0.0%
Value ($000) $8 Shares 400 Est. Cost $17.16 Unrealized -2.4%
CPKF Chesapeake Financial Shares Inc 0.0%
Value ($000) $8 Shares 412 Est. Cost $18.51 Unrealized -6.1%
CMA Comerica Incorporated 0.0%
Value ($000) $8 Shares 130 Est. Cost $51.74 Unrealized 0.0%
SYK Stryker Corp 0.0%
Value ($000) $8 Shares 21 Est. Cost $257.74 Unrealized +32.1%
PGF Invesco Financial Preferred ETF 0.0%
Value ($000) $8 Shares 484 Est. Cost $17.37 Unrealized
MRVL Marvell Tech Group Ltd 0.0%
Value ($000) $7 Shares 102 Est. Cost $45.90 Unrealized +49.8%
NLOP NET LEASE OFFICE PROPERTIES ORD WI 0.0%
Value ($000) $7 Shares 237 Est. Cost $23.80 Unrealized
TDG Transdigm Group Inc 0.0%
Value ($000) $7 Shares 5 Est. Cost $1152.37 Unrealized 0.0%
SNPS Synopsys Inc 0.0%
Value ($000) $7 Shares 14 Est. Cost $536.59 Unrealized 0.0%
FANG Diamondback Energy Inc Com Usd0.01 0.0%
Value ($000) $7 Shares 41 Est. Cost $185.12 Unrealized 0.0%
GEM Goldman Sachs ActiveBeta EMkts Eq ETF 0.0%
Value ($000) $7 Shares 200 Est. Cost $39490.00 Unrealized
MSCI MSCI Inc 0.0%
Value ($000) $7 Shares 12 Est. Cost $533.24 Unrealized 0.0%
RGA Reinsurance Grp Of Amer 0.0%
Value ($000) $7 Shares 32 Est. Cost $151.55 Unrealized +40.3%
SHOP Shopify Inc 0.0%
Value ($000) $7 Shares 85 Est. Cost $63.86 Unrealized +8.2%
PRFZ PowerShares FTSE RAFI US 1500 Sm-Mid ETF 0.0%
Value ($000) $7 Shares 160 Est. Cost $37.49 Unrealized
ARI Apollo Commercial Real Estate Finance Inc 0.0%
Value ($000) $6 Shares 700 Est. Cost $11.74 Unrealized
SHW Sherwin Williams Co 0.0%
Value ($000) $6 Shares 16 Est. Cost $344.92 Unrealized 0.0%
HWM Howmet Aerospace Inc 0.0%
Value ($000) $6 Shares 58 Est. Cost $89.95 Unrealized 0.0%
CSGP Costar Group Inc 0.0%
Value ($000) $6 Shares 76 Est. Cost $78.43 Unrealized -3.3%
RCL Royal Caribbean Cruises Ltd 0.0%
Value ($000) $5 Shares 31 Est. Cost $159.29 Unrealized 0.0%
SCHM Schwab US Mid-Cap ETF 0.0%
Value ($000) $5 Shares 65 Est. Cost $83.49 Unrealized
EQIX Equinix Inc New 0.0%
Value ($000) $5 Shares 6 Est. Cost $794.65 Unrealized 0.0%
ORI Old Republic Intl Corp 0.0%
Value ($000) $5 Shares 150 Est. Cost $18.08 Unrealized +60.3%
DOC Healthpeak Properties Ord 0.0%
Value ($000) $5 Shares 228 Est. Cost $19.78 Unrealized 0.0%
GWW Grainger W W Inc 0.0%
Value ($000) $5 Shares 5 Est. Cost $956.89 Unrealized 0.0%
PFG Principal Financial Grp 0.0%
Value ($000) $5 Shares 59 Est. Cost $76.60 Unrealized 0.0%
HIG Hartford Finl Svcs Grp 0.0%
Value ($000) $5 Shares 43 Est. Cost $107.07 Unrealized 0.0%
QQQM Invesco NASDAQ 100 ETF 0.0%
Value ($000) $5 Shares 25 Est. Cost $193.09 Unrealized
CC The Chemours Company 0.0%
Value ($000) $5 Shares 246 Est. Cost $27.14 Unrealized -28.9%
CAVA CAVA GROUP ORD 0.0%
Value ($000) $5 Shares 40 Est. Cost $43.64 Unrealized +132.9%
LRCX Lam Research Corporation 0.0%
Value ($000) $5 Shares 6 Est. Cost $85.67 Unrealized 0.0%
DG Dollar General Corp 0.0%
Value ($000) $5 Shares 57 Est. Cost $194.72 Unrealized -45.5%
WBD WARNER BROS. DISCOVERY SRS A ORD WI 0.0%
Value ($000) $5 Shares 586 Est. Cost $12.19 Unrealized -35.9%
Berry Plastics Group Inc 0.0%
Value ($000) $5 Shares 70 Est. Cost $6374.51 Unrealized
ETSY Etsy Inc com 0.0%
Value ($000) $5 Shares 85 Est. Cost $143.76 Unrealized -60.5%
EFX Equifax Inc 0.0%
Value ($000) $5 Shares 16 Est. Cost $279.16 Unrealized 0.0%
IIPR Innovative Industrial Properties Inc 0.0%
Value ($000) $5 Shares 35 Est. Cost $68594.48 Unrealized
YUMC Yum China Hldgs Inc Com 0.0%
Value ($000) $5 Shares 103 Est. Cost $36.60 Unrealized -9.1%
ORLY O Reilly Automotive Inc 0.0%
Value ($000) $5 Shares 4 Est. Cost $73.46 Unrealized 0.0%
PHM Pulte Homes Inc 0.0%
Value ($000) $5 Shares 32 Est. Cost $125.75 Unrealized 0.0%
EOG E O G Resources Inc 0.0%
Value ($000) $5 Shares 37 Est. Cost $120.40 Unrealized 0.0%
LMND LEMONADE ORD 0.0%
Value ($000) $5 Shares 274 Est. Cost $35.38 Unrealized -48.1%
NRG Nrg Energy Inc New 0.0%
Value ($000) $4 Shares 49 Est. Cost $78.00 Unrealized 0.0%
ZBH Zimmer Biomet Holdings Inc 0.0%
Value ($000) $4 Shares 40 Est. Cost $122.33 Unrealized -12.0%
MLM Martin Marietta Matrls 0.0%
Value ($000) $4 Shares 8 Est. Cost $536.17 Unrealized 0.0%
CODI Compass Diversified Holdings 0.0%
Value ($000) $4 Shares 190 Est. Cost $13.86 Unrealized +51.0%
BXP Boston Properties Inc 0.0%
Value ($000) $4 Shares 52 Est. Cost $66.51 Unrealized 0.0%
STZ Constellation Brand Cl A 0.0%
Value ($000) $4 Shares 16 Est. Cost $193.88 Unrealized +23.9%
GOVT iShares Core US Treasury Bond 0.0%
Value ($000) $4 Shares 175 Est. Cost $23.45 Unrealized
MTB M & T Bank Corporation 0.0%
Value ($000) $4 Shares 23 Est. Cost $159.11 Unrealized 0.0%
FMAT Fidelity MSCI Materials ETF 0.0%
Value ($000) $4 Shares 75 Est. Cost $53.33 Unrealized
FBIN Fortune Brands Home & Security Inc 0.0%
Value ($000) $4 Shares 45 Est. Cost $41.95 Unrealized +77.6%
UPST UPSTART HOLDINGS INC 0.0%
Value ($000) $4 Shares 100 Est. Cost $249.80 Unrealized -86.7%
WAB Wabtec 0.0%
Value ($000) $4 Shares 22 Est. Cost $145.94 Unrealized +11.7%
WEC Wisconsin Egy Cp Hldg Co 0.0%
Value ($000) $4 Shares 41 Est. Cost $84.61 Unrealized 0.0%
CMI Cummins Inc 0.0%
Value ($000) $4 Shares 12 Est. Cost $287.98 Unrealized 0.0%
TOWN Townebank Portsmouth Va 0.0%
Value ($000) $4 Shares 116 Est. Cost $29.07 Unrealized +10.5%
FOX 21st Cent Fox Cl B 0.0%
Value ($000) $4 Shares 97 Est. Cost $35.51 Unrealized 0.0%
CFG Citizens Finl Group Inc Com 0.0%
Value ($000) $4 Shares 90 Est. Cost $38.41 Unrealized 0.0%
SJM J M Smucker Co New 0.0%
Value ($000) $4 Shares 30 Est. Cost $138.52 Unrealized -19.4%
NOW ServiceNow Inc 0.0%
Value ($000) $4 Shares 4 Est. Cost $164.40 Unrealized 0.0%
DAL Delta Air Lines Inc New 0.0%
Value ($000) $4 Shares 70 Est. Cost $37.46 Unrealized +14.5%
TPR Tapestry Inc 0.0%
Value ($000) $3 Shares 74 Est. Cost $40.13 Unrealized 0.0%
BKR Baker Hughes a GE Co 0.0%
Value ($000) $3 Shares 94 Est. Cost $34.13 Unrealized 0.0%
APA Apache Corp 0.0%
Value ($000) $3 Shares 135 Est. Cost $26.35 Unrealized 0.0%
XYZ Square Inc 0.0%
Value ($000) $3 Shares 49 Est. Cost $132.52 Unrealized -51.3%
TAP Molson Coors Brewing Clb 0.0%
Value ($000) $3 Shares 57 Est. Cost $50.92 Unrealized 0.0%
VRTX Vertex Pharmaceuticals Inc 0.0%
Value ($000) $3 Shares 7 Est. Cost $480.37 Unrealized 0.0%
ROK Rockwell Automation Inc 0.0%
Value ($000) $3 Shares 12 Est. Cost $259.43 Unrealized 0.0%
MGM Mgm Mirage 0.0%
Value ($000) $3 Shares 82 Est. Cost $39.55 Unrealized 0.0%
LH Lab Cp Of Amer Hldg New 0.0%
Value ($000) $3 Shares 14 Est. Cost $216.29 Unrealized 0.0%
MKC Mc Cormick & Co Inc N-Vt 0.0%
Value ($000) $3 Shares 38 Est. Cost $75.10 Unrealized 0.0%
CRON Cronos Group Inc 0.0%
Value ($000) $3 Shares 1,380 Est. Cost $7.65 Unrealized -70.1%
MTD Mettler Toledo Intl Incf 0.0%
Value ($000) $3 Shares 2 Est. Cost $1403.70 Unrealized 0.0%
VTRS Mylan Nv 0.0%
Value ($000) $3 Shares 254 Est. Cost $13.19 Unrealized -18.0%
KEY Keycorp Inc New 0.0%
Value ($000) $3 Shares 176 Est. Cost $14.86 Unrealized 0.0%
SAN Banco Santander SA 0.0%
Value ($000) $3 Shares 575 Est. Cost $3.29 Unrealized
HBAN Huntington Bancshs Inc 0.0%
Value ($000) $3 Shares 194 Est. Cost $11.46 Unrealized +17.1%
MTCH MATCH GROUP ORD 0.0%
Value ($000) $3 Shares 75 Est. Cost $34.19 Unrealized 0.0%
ZION Zions Bancorp 0.0%
Value ($000) $3 Shares 60 Est. Cost $47.34 Unrealized 0.0%
WCEO Hypatia Women CEO ETF 0.0%
Value ($000) $3 Shares 90 Est. Cost $31.26 Unrealized
COR Amerisourcebergen Corp 0.0%
Value ($000) $3 Shares 12 Est. Cost $229.65 Unrealized 0.0%
KDP Keurig Dr Pepper Inc 0.0%
Value ($000) $3 Shares 71 Est. Cost $33.64 Unrealized 0.0%
HII Huntington Ingalls Industries Inc 0.0%
Value ($000) $3 Shares 10 Est. Cost $256.00 Unrealized 0.0%
KMI Kinder Morgan Inc 0.0%
Value ($000) $3 Shares 117 Est. Cost $15.34 Unrealized +29.5%
ICE Intrcontinentalexchange 0.0%
Value ($000) $3 Shares 16 Est. Cost $151.68 Unrealized 0.0%
TMUS T-Mobile Us Inc 0.0%
Value ($000) $2 Shares 12 Est. Cost $187.42 Unrealized 0.0%
AME Ametek Inc New 0.0%
Value ($000) $2 Shares 14 Est. Cost $165.34 Unrealized 0.0%
USFR WisdomTree Floating Rate Treasury ETF 0.0%
Value ($000) $2 Shares 48 Est. Cost $50.31 Unrealized
SCHF Schwab International Equity ETF 0.0%
Value ($000) $2 Shares 58 Est. Cost $41.31 Unrealized
TRGP Targa Resources Corp 0.0%
Value ($000) $2 Shares 16 Est. Cost $136.82 Unrealized 0.0%
BSX Boston Scientific Corp 0.0%
Value ($000) $2 Shares 28 Est. Cost $78.83 Unrealized 0.0%
NDAQ Nasdaq Stock Market Inc 0.0%
Value ($000) $2 Shares 31 Est. Cost $67.05 Unrealized 0.0%
CAG Conagra Foods Inc 0.0%
Value ($000) $2 Shares 64 Est. Cost $25.90 Unrealized +9.0%
CTVA Corteva Inc com 0.0%
Value ($000) $2 Shares 35 Est. Cost $25.11 Unrealized +114.3%
FOXA 21st Cent Fox Cl A 0.0%
Value ($000) $2 Shares 45 Est. Cost $38.28 Unrealized 0.0%
LTC LTC Properties Inc 0.0%
Value ($000) $2 Shares 50 Est. Cost $40.00 Unrealized
ST Sensata Technologies Holding N.V. 0.0%
Value ($000) $2 Shares 50 Est. Cost $35.09 Unrealized +6.1%
XYL Xylem Inc 0.0%
Value ($000) $2 Shares 13 Est. Cost $131.61 Unrealized 0.0%
TG Tredegar Corporation 0.0%
Value ($000) $2 Shares 240 Est. Cost $10.34 Unrealized -43.5%
SONY SONY GROUP CORP ADR 0.0%
Value ($000) $2 Shares 18 Est. Cost $96.56 Unrealized
DBOEY Deutsche Boerse AG 0.0%
Value ($000) $2 Shares 74 Est. Cost $23.43 Unrealized
NIO NIO INC ADS REPSTG CL A ORD SHS 0.0%
Value ($000) $2 Shares 243 Est. Cost $20151.31 Unrealized
BEN Franklin Resources Inc 0.0%
Value ($000) $2 Shares 79 Est. Cost $19.72 Unrealized 0.0%
PCAR Paccar Inc 0.0%
Value ($000) $2 Shares 16 Est. Cost $92.23 Unrealized 0.0%
EXPD Expeditors Intl Wash 0.0%
Value ($000) $2 Shares 12 Est. Cost $120.24 Unrealized 0.0%
ADYEY Adyen Unspon 50 ADR Rep 1 Ord 0.0%
Value ($000) $2 Shares 100 Est. Cost $7.40 Unrealized
SDZNY SANDOZ GROUP ADR 0.0%
Value ($000) $2 Shares 37 Est. Cost $32.01 Unrealized
HST Host Hotels & Resorts 0.0%
Value ($000) $2 Shares 86 Est. Cost $15.94 Unrealized 0.0%
VMC Vulcan Materials Co 0.0%
Value ($000) $2 Shares 6 Est. Cost $245.85 Unrealized 0.0%
EBAY Ebay Inc 0.0%
Value ($000) $1 Shares 23 Est. Cost $56.29 Unrealized 0.0%
MCO Moodys Corp 0.0%
Value ($000) $1 Shares 3 Est. Cost $458.71 Unrealized 0.0%
PPL Ppl Corporation 0.0%
Value ($000) $1 Shares 43 Est. Cost $29.23 Unrealized 0.0%
PTON Peloton Interactive Inc 0.0%
Value ($000) $1 Shares 300 Est. Cost $73.73 Unrealized -94.7%
PLTR Palantir Technologies Inc 0.0%
Value ($000) $1 Shares 34 Est. Cost $30.69 Unrealized 0.0%
CCI Crown Castle Intl Corp 0.0%
Value ($000) $1 Shares 10 Est. Cost $90.85 Unrealized +12.3%
ELME Washington REIT 0.0%
Value ($000) $1 Shares 65 Est. Cost $17.41 Unrealized
KD KYNDRYL HOLDINGS ORD WI 0.0%
Value ($000) $1 Shares 48 Est. Cost $21.59 Unrealized +13.0%
CURLF Curaleaf Holdings Inc 0.0%
Value ($000) $1 Shares 356 Est. Cost $15.44 Unrealized -77.9%
RWO SPDR Dow Jones Global Real Estate ETF 0.0%
Value ($000) $1 Shares 21 Est. Cost $47.62 Unrealized
CCJ Cameco Corp 0.0%
Value ($000) $1 Shares 19 Est. Cost $43.42 Unrealized 0.0%
FNB F N B Corp 0.0%
Value ($000) $1 Shares 63 Est. Cost $10.32 Unrealized +32.4%
AWK American Water Works Co 0.0%
Value ($000) $1 Shares 6 Est. Cost $137.26 Unrealized 0.0%
CVE Cenovus Energy Inc 0.0%
Value ($000) $1 Shares 51 Est. Cost $17.91 Unrealized 0.0%
MBC MasterBrand Inc 0.0%
Value ($000) $1 Shares 45 Est. Cost $8.19 Unrealized +98.9%
LVMUY Lvmh Moet New Adr 0.0%
Value ($000) $1 Shares 5 Est. Cost $153.60 Unrealized
ALGN Align Technology Inc 0.0%
Value ($000) $1 Shares 3 Est. Cost $295.03 Unrealized -20.0%
WHR Whirlpool Corp 0.0%
Value ($000) $1 Shares 7 Est. Cost $100.51 Unrealized 0.0%
NICE Nice Systems Ltd Adr 0.0%
Value ($000) $1 Shares 4 Est. Cost $173.75 Unrealized
BNT BROOKFIELD REINSRNC EX VOTN CL A ORD 0.0%
Value ($000) $1 Shares 13 Est. Cost $31.31 Unrealized 0.0%
Co-Diagnostics Inc 0.0%
Value ($000) $1 Shares 525 Est. Cost $7620.95 Unrealized
AFRM Affirm Holdings Inc 0.0%
Value ($000) $1 Shares 15 Est. Cost $52.33 Unrealized -36.6%
AMBP Ardagh Metal Packaging SA 0.0%
Value ($000) $1 Shares 160 Est. Cost $4.20 Unrealized -27.0%
CRARY Credit Agricole Sa Unsponsored Adr 0.0%
Value ($000) $1 Shares 78 Est. Cost $7.60 Unrealized
ESS Essex Property TRUST Inc 0.0%
Value ($000) $1 Shares 2 Est. Cost $274.87 Unrealized 0.0%
GLNCY Glencore Xstrata Adr 0.0%
Value ($000) $1 Shares 49 Est. Cost $11.45 Unrealized
PSEC Prospect Cap Corp 0.0%
Value ($000) $1 Shares 100 Est. Cost $4.94 Unrealized -15.3%
BEP Brookfield Renewable Partners LP 0.0%
Value ($000) $1 Shares 19 Est. Cost $31095.63 Unrealized
Village Bk & Tr Finlcorp 0.0%
Value ($000) $1 Shares 7 Est. Cost $33000.00 Unrealized
BHF Brighthouse Finl Inc Com 0.0%
Value ($000) $0 Shares 11 Est. Cost $49.66 Unrealized -9.5%
PNR Pentair Inc 0.0%
Value ($000) $0 Shares 5 Est. Cost $84.45 Unrealized 0.0%
HAL Halliburton Co Hldg Co 0.0%
Value ($000) $0 Shares 16 Est. Cost $30.33 Unrealized 0.0%
SCGLY Societe Genrale Spn Adrf 0.0%
Value ($000) $0 Shares 92 Est. Cost $5.02 Unrealized
OVV Ovintiv Ord 0.0%
Value ($000) $0 Shares 12 Est. Cost $43.23 Unrealized 0.0%
DINO HF SINCLAIR ORD 0.0%
Value ($000) $0 Shares 10 Est. Cost $44.61 Unrealized 0.0%
IVZ Invesco Ltd. 0.0%
Value ($000) $0 Shares 24 Est. Cost $15.45 Unrealized 0.0%
DKS Dicks Sporting Goods Inc 0.0%
Value ($000) $0 Shares 2 Est. Cost $28.54 Unrealized +624.5%
ARR ARMOUR Residential REIT Inc 0.0%
Value ($000) $0 Shares 20 Est. Cost $4.25 Unrealized
VRSN Verisign Inc 0.0%
Value ($000) $0 Shares 2 Est. Cost $178.79 Unrealized 0.0%
MDT Medtronic Inc 0.0%
Value ($000) $0 Shares 3 Est. Cost $83.87 Unrealized -3.6%
CGC Canopy Growth Corp 0.0%
Value ($000) $0 Shares 48 Est. Cost $5.96 Unrealized +1.7%
BITO PROSHARES BITCOIN STRATEGY ETF 0.0%
Value ($000) $0 Shares 12 Est. Cost $30.12 Unrealized
Escrow Altegrity Inc Com 0.0%
Value ($000) $0 Shares 57 Est. Cost $17.54 Unrealized
OXY Occidental Pete Corp 0.0%
Value ($000) $0 Shares 4 Est. Cost $55.40 Unrealized 0.0%
NTDOY Nintendo Ltd Adr 0.0%
Value ($000) $0 Shares 15 Est. Cost $36.73 Unrealized
IBDRY Iberdrola SA 0.0%
Value ($000) $0 Shares 3 Est. Cost $62.00 Unrealized
BYND Beyond Meat Inc 0.0%
Value ($000) $0 Shares 23 Est. Cost $139.21 Unrealized -95.5%
CCHGY Coca-Cola HBC AG 0.0%
Value ($000) $0 Shares 4 Est. Cost $35.50 Unrealized
BKCH Global X Blockchain ETF 0.0%
Value ($000) $0 Shares 3 Est. Cost $13.00 Unrealized
Brookfield Renewable Corp Ordinary Shares - Class 0.0%
Value ($000) $0 Shares 3 Est. Cost $657.59 Unrealized
EQH Equitable Holdings Inc 0.0%
Value ($000) $0 Shares 2 Est. Cost $39.87 Unrealized 0.0%
AI C3 AI INC CL A 0.0%
Value ($000) $0 Shares 3 Est. Cost $27.51 Unrealized -7.6%
UA UNDER ARMOUR INC-CLASS C 0.0%
Value ($000) $0 Shares 8 Est. Cost $7.63 Unrealized -6.1%
ZIMVIE ORD WI 0.0%
Value ($000) $0 Shares 4 Est. Cost $7.25 Unrealized
CEL-SCI Corp 0.0%
Value ($000) $0 Shares 28 Est. Cost Unrealized
JBLU Jetblue Airways Corp 0.0%
Value ($000) $0 Shares 3 Est. Cost $18.96 Unrealized -70.3%
1/100000 Wells Fargo Pfd (NV) 0.0%
Value ($000) $0 Shares 62,200 Est. Cost Unrealized
Advanced Explorations Inc 0.0%
Value ($000) $0 Shares 100 Est. Cost Unrealized
Pharmanetics Inc 0.0%
Value ($000) $0 Shares 12,398 Est. Cost Unrealized
Playstar Corp New Shs (NV) 0.0%
Value ($000) $0 Shares 750 Est. Cost Unrealized
Luxeyard Inc (NV) 0.0%
Value ($000) $0 Shares 150 Est. Cost Unrealized
Wells Fargo & Co Pfd 0.0%
Value ($000) $0 Shares 19 Est. Cost $1.41 Unrealized
Nova BioGenetics Inc. 0.0%
Value ($000) $0 Shares 28 Est. Cost Unrealized
PGN1EUR Paragon Offshore PLC 0.0%
Value ($000) $0 Shares 245 Est. Cost Unrealized
VRTHF Indigenous Bloom Hemp Corp 0.0%
Value ($000) $0 Shares 50 Est. Cost $0.01 Unrealized -83.2%
GCI LIBERTY INC XXX SUBMITTED FOR ESCROW CL A 0.0%
Value ($000) $0 Shares 3,631 Est. Cost $0.18 Unrealized
Validian Corp 0.0%
Value ($000) $0 Shares 50,000 Est. Cost Unrealized
Contra Abiomed Inc Com 0.0%
Value ($000) $0 Shares 253 Est. Cost Unrealized
MMNFQ MedMen Enterprises Inc 0.0%
Value ($000) $0 Shares 125 Est. Cost $0.23 Unrealized -100.0%
APW 0.0%
Value ($000) $0 Shares 160 Est. Cost Unrealized
SHIFT TECHNOLOGIES CL A ORD 0.0%
Value ($000) $0 Shares 14 Est. Cost $1.14 Unrealized
Comwlth Bankshares 0.0%
Value ($000) $0 Shares 1,100 Est. Cost Unrealized