Heritage Wealth Advisors Diversified Active

CIK: 0001591122 · Show all filings

Period: Q2 2023 (← Previous) (Next →)

Filing Date: Dec 12, 2024

Total Value ($000): $1,889,592 (100.0% shares, 0.0% debt)

Holdings (574)

IVV IShares S&P 500 Index 16.7%
Value ($000) $314,754 Shares 706,185 Est. Cost $11184.85 Unrealized
VTIP Vanguard Short-Term Infl-Prot Secs ETF 10.8%
Value ($000) $203,550 Shares 4,292,494 Est. Cost $46.72 Unrealized
IEFA iShares Core MSCI EAFE 5.9%
Value ($000) $110,847 Shares 1,642,175 Est. Cost $14193.04 Unrealized
MSFT Microsoft Corp 3.3%
Value ($000) $62,718 Shares 184,173 Est. Cost $179.38 Unrealized +71.3%
ITOT iShares Core S&P Total US Stock Mkt 3.0%
Value ($000) $55,955 Shares 571,905 Est. Cost $22799.50 Unrealized
AAPL Apple Computer Inc 2.9%
Value ($000) $55,682 Shares 287,064 Est. Cost $107.44 Unrealized +60.1%
MRK Merck & Co Inc 2.9%
Value ($000) $55,441 Shares 480,467 Est. Cost $70.02 Unrealized +49.2%
SPY SPDR S&P 500 Index 2.8%
Value ($000) $53,453 Shares 120,585 Est. Cost $2068.85 Unrealized
IWS iShares Russell Midcap Value 2.7%
Value ($000) $51,665 Shares 470,367 Est. Cost $11560.03 Unrealized
UNH Unitedhealth Group Inc 2.4%
Value ($000) $45,010 Shares 93,645 Est. Cost $336.82 Unrealized +38.0%
BRK/B Berkshire Hathaway Cl B 2.3%
Value ($000) $44,106 Shares 129,343 Est. Cost $231.36 Unrealized +41.1%
IEMG iShares Core MSCI Emerging Markets ETF 2.3%
Value ($000) $43,137 Shares 875,173 Est. Cost $22338.09 Unrealized
MA Mastercard Inc 2.2%
Value ($000) $41,791 Shares 106,257 Est. Cost $323.98 Unrealized +14.2%
RTX Raytheon Technologies Ord 2.2%
Value ($000) $41,499 Shares 423,631 Est. Cost $73.00 Unrealized +26.4%
JNJ Johnson & Johnson 2.2%
Value ($000) $41,140 Shares 248,551 Est. Cost $136.80 Unrealized +8.8%
PEP Pepsico Incorporated 2.2%
Value ($000) $40,774 Shares 220,136 Est. Cost $122.69 Unrealized +39.0%
MDT Medtronic Inc 2.2%
Value ($000) $40,636 Shares 461,248 Est. Cost $84.41 Unrealized -6.0%
GOOG Alphabet Inc. Class C 2.1%
Value ($000) $40,035 Shares 330,950 Est. Cost $108.38 Unrealized +6.0%
CMCSA Comcast Corp New Cl A 2.1%
Value ($000) $38,881 Shares 935,762 Est. Cost $37.87 Unrealized -3.2%
NEM Newmont Mining Corp 1.7%
Value ($000) $31,251 Shares 732,564 Est. Cost $50.81 Unrealized -16.6%
BN Brookfield Corporation 1.6%
Value ($000) $30,104 Shares 894,625 Est. Cost $21.87 Unrealized -4.9%
PGR Progressive Corp Ohio 1.6%
Value ($000) $29,702 Shares 224,388 Est. Cost $82.46 Unrealized +48.6%
WMT Wal-Mart Stores Inc 1.6%
Value ($000) $29,544 Shares 187,961 Est. Cost $38.75 Unrealized +26.3%
COP Conocophillips 1.5%
Value ($000) $28,847 Shares 278,417 Est. Cost $63.68 Unrealized +48.4%
UNP Union Pacific Corp 1.5%
Value ($000) $27,583 Shares 134,799 Est. Cost $171.07 Unrealized +9.3%
HD Home Depot Inc 1.4%
Value ($000) $27,022 Shares 86,988 Est. Cost $243.88 Unrealized +13.3%
MKL Markel Group Inc 1.2%
Value ($000) $22,344 Shares 16,154 Est. Cost $1102.47 Unrealized +21.6%
USB U S Bancorp Del New 1.2%
Value ($000) $22,335 Shares 676,002 Est. Cost $38.10 Unrealized -25.4%
DIS Disney Walt Co 1.0%
Value ($000) $19,019 Shares 213,032 Est. Cost $117.85 Unrealized -21.5%
WMB Williams Companies 0.7%
Value ($000) $13,404 Shares 410,798 Est. Cost $23.31 Unrealized +14.8%
EFA iShares MSCI EAFE 0.7%
Value ($000) $12,745 Shares 175,794 Est. Cost $557.80 Unrealized
ACWX iShares MSCI ACWI ex US ETF 0.6%
Value ($000) $10,600 Shares 215,350 Est. Cost $45.39 Unrealized
EPD Enterprise Prd Prtnrs Lp 0.5%
Value ($000) $9,226 Shares 350,134 Est. Cost $8482.26 Unrealized
VIG Vanguard Dividend Appreciation 0.5%
Value ($000) $8,823 Shares 54,317 Est. Cost $2260.09 Unrealized
PM Philip Morris Intl Inc 0.4%
Value ($000) $8,330 Shares 85,334 Est. Cost $59.97 Unrealized +40.9%
V Visa Inc 0.3%
Value ($000) $5,154 Shares 21,702 Est. Cost $175.71 Unrealized +27.7%
GOOGL Alphabet Inc. Class A 0.3%
Value ($000) $4,965 Shares 41,475 Est. Cost $108.04 Unrealized +5.7%
EEM iShares MSCI Emrg Mkt Fd 0.3%
Value ($000) $4,809 Shares 121,558 Est. Cost $527.55 Unrealized
AMZN Amazon Com Inc 0.2%
Value ($000) $4,322 Shares 33,156 Est. Cost $126.00 Unrealized -9.4%
IVW Ishares S&P 500 Growth 0.2%
Value ($000) $4,263 Shares 60,488 Est. Cost $95.23 Unrealized
MO Altria Group Inc 0.2%
Value ($000) $3,946 Shares 87,108 Est. Cost $26.52 Unrealized +37.9%
XOM Exxon Mobil Corporation 0.2%
Value ($000) $3,822 Shares 35,639 Est. Cost $55.17 Unrealized +80.6%
MCD Mc Donalds Corp 0.2%
Value ($000) $3,514 Shares 11,776 Est. Cost $157.78 Unrealized +73.1%
OEF iShares S&P 100 0.2%
Value ($000) $3,513 Shares 16,968 Est. Cost $124462.13 Unrealized
XLK Sector Spdr Tech Select 0.2%
Value ($000) $3,389 Shares 19,491 Est. Cost $130.42 Unrealized
NVDA Nvidia Corp 0.2%
Value ($000) $3,217 Shares 7,605 Est. Cost $25.71 Unrealized +29.0%
UDR Utd Dominion Rlty Tr Inc 0.1%
Value ($000) $2,721 Shares 63,328 Est. Cost $30.95 Unrealized +19.3%
MDLZ Mondelez Intl Inc Cl A 0.1%
Value ($000) $2,552 Shares 34,994 Est. Cost $34.21 Unrealized +100.4%
JPM Jpmorgan Chase & Co 0.1%
Value ($000) $2,549 Shares 17,529 Est. Cost $95.47 Unrealized +35.8%
LOW Lowes Companies Inc 0.1%
Value ($000) $2,543 Shares 11,266 Est. Cost $144.06 Unrealized +37.3%
MRSH Marsh & Mc Lennan Co Inc 0.1%
Value ($000) $2,436 Shares 12,952 Est. Cost $89.98 Unrealized +89.4%
CSX C S X Corp 0.1%
Value ($000) $2,375 Shares 69,657 Est. Cost $23.31 Unrealized +30.5%
ELV Anthem Inc 0.1%
Value ($000) $2,287 Shares 5,147 Est. Cost $358.01 Unrealized +23.6%
1/100 Berkshire Htwy Cla 0.1%
Value ($000) $2,071 Shares 400 Est. Cost $1627153.80 Unrealized
RSP Invesco S&P 500 Equal Weight ETF 0.1%
Value ($000) $2,020 Shares 13,498 Est. Cost $25195.90 Unrealized
ORCL Oracle Corporation 0.1%
Value ($000) $2,011 Shares 16,886 Est. Cost $58.02 Unrealized +73.0%
PG Procter & Gamble 0.1%
Value ($000) $1,936 Shares 12,761 Est. Cost $100.94 Unrealized +40.0%
VTI Vanguard Total Stock Mkt 0.1%
Value ($000) $1,673 Shares 7,595 Est. Cost $21637.95 Unrealized
COST Costco Whsl Corp New 0.1%
Value ($000) $1,612 Shares 2,995 Est. Cost $327.02 Unrealized +49.0%
VALQ American Century U.S. Quality Value ETF 0.1%
Value ($000) $1,549 Shares 31,116 Est. Cost $27104.83 Unrealized
KMX Carmax Inc 0.1%
Value ($000) $1,492 Shares 17,820 Est. Cost $74.05 Unrealized -1.1%
CVX Chevron Corporation 0.1%
Value ($000) $1,470 Shares 9,341 Est. Cost $86.28 Unrealized +66.0%
RJF Raymond James Finl Inc 0.1%
Value ($000) $1,438 Shares 13,860 Est. Cost $64.74 Unrealized +37.9%
TMO Thermo Electron Corp 0.1%
Value ($000) $1,367 Shares 2,620 Est. Cost $446.20 Unrealized +20.0%
ABBV Abbvie Inc Com Usd0.01 0.1%
Value ($000) $1,345 Shares 9,984 Est. Cost $84.09 Unrealized +59.0%
ESGD iShares ESG Aware MSCI EAFE ETF 0.1%
Value ($000) $1,345 Shares 18,437 Est. Cost $1295.54 Unrealized
BRBS Blue Ridge Bankshares Inc 0.1%
Value ($000) $1,325 Shares 149,733 Est. Cost $11.99 Unrealized -28.6%
TFC Truist Finl Corp Com 0.1%
Value ($000) $1,316 Shares 43,354 Est. Cost $37.13 Unrealized -27.4%
VO Vanguard Mid-Cap ETF 0.1%
Value ($000) $1,298 Shares 5,896 Est. Cost $121443.48 Unrealized
XLU Select Sector Spdr Trust The Utilities Select Sect 0.1%
Value ($000) $1,291 Shares 19,735 Est. Cost $35182.43 Unrealized
ITW Illinois Tool Works Inc 0.1%
Value ($000) $1,285 Shares 5,139 Est. Cost $135.04 Unrealized +62.6%
ABT Abbott Laboratories 0.1%
Value ($000) $1,276 Shares 11,701 Est. Cost $79.06 Unrealized +28.3%
WM Waste Management, INC. 0.1%
Value ($000) $1,265 Shares 7,294 Est. Cost $111.66 Unrealized +42.2%
ZTS Zoetis Inc 0.1%
Value ($000) $1,216 Shares 7,062 Est. Cost $154.44 Unrealized +8.8%
CSCO Cisco Systems Inc 0.1%
Value ($000) $1,210 Shares 23,383 Est. Cost $34.62 Unrealized +31.5%
KO Coca Cola Company 0.1%
Value ($000) $1,169 Shares 19,418 Est. Cost $35.81 Unrealized +60.2%
IWR Ishares Russell Midcap 0.1%
Value ($000) $1,152 Shares 15,770 Est. Cost $55.87 Unrealized
D Dominion Res Inc Va New 0.1%
Value ($000) $1,126 Shares 21,732 Est. Cost $61.49 Unrealized -22.6%
IWM Ishares Russell 2000 0.1%
Value ($000) $1,091 Shares 5,828 Est. Cost $9739.84 Unrealized
IWB Ishares Tr Russell 0.1%
Value ($000) $1,072 Shares 4,400 Est. Cost $12681.60 Unrealized
UVV Universal Corp Va 0.1%
Value ($000) $1,069 Shares 21,409 Est. Cost $47.63 Unrealized +10.4%
GD General Dynamics Corp 0.1%
Value ($000) $1,042 Shares 4,842 Est. Cost $125.92 Unrealized +62.5%
BAC Bank Of America Corp 0.1%
Value ($000) $1,033 Shares 36,005 Est. Cost $20.52 Unrealized +29.8%
ADP Auto Data Processing 0.1%
Value ($000) $980 Shares 4,459 Est. Cost $160.78 Unrealized +26.4%
UPS United Parcel Service B 0.0%
Value ($000) $931 Shares 5,196 Est. Cost $107.96 Unrealized +43.2%
SBUX Starbucks Corp 0.0%
Value ($000) $917 Shares 9,259 Est. Cost $74.90 Unrealized +29.8%
ACH Owens & Minor Inc Hldg Co 0.0%
Value ($000) $914 Shares 48,000 Est. Cost $26.00 Unrealized -31.4%
NSC Norfolk Southern Corp 0.0%
Value ($000) $906 Shares 3,995 Est. Cost $138.89 Unrealized +44.2%
VB Vanguard Small Cap 0.0%
Value ($000) $893 Shares 4,488 Est. Cost $175767.45 Unrealized
AMGN Amgen Incorporated 0.0%
Value ($000) $883 Shares 3,979 Est. Cost $141.34 Unrealized +51.2%
DFAC DIMENSIONAL U S CORE EQUITY 2 ETF 0.0%
Value ($000) $880 Shares 32,405 Est. Cost $26980.00 Unrealized
APD Air Prod & Chemicals Inc 0.0%
Value ($000) $866 Shares 2,892 Est. Cost $98.14 Unrealized +170.3%
VYM Vanguard Index Funds Vanguard High Dividend Yield 0.0%
Value ($000) $848 Shares 7,995 Est. Cost $47125.48 Unrealized
DEO Diageo Plc New Adr 0.0%
Value ($000) $839 Shares 4,835 Est. Cost $17857.55 Unrealized
TT Trane Technologies PLC 0.0%
Value ($000) $834 Shares 4,360 Est. Cost $103.24 Unrealized +67.3%
HON Honeywell International 0.0%
Value ($000) $816 Shares 3,931 Est. Cost $136.66 Unrealized +28.5%
QCOM Qualcomm Inc 0.0%
Value ($000) $815 Shares 6,849 Est. Cost $80.46 Unrealized +34.6%
ISRG Intuitive Surgical New 0.0%
Value ($000) $811 Shares 2,373 Est. Cost $250.06 Unrealized +21.0%
ADBE Adobe Systems Inc 0.0%
Value ($000) $777 Shares 1,589 Est. Cost $456.34 Unrealized -11.7%
PLYM Plymouth Industrial REIT Inc 0.0%
Value ($000) $762 Shares 33,100 Est. Cost $15.02 Unrealized
AMAT Applied Materials Inc 0.0%
Value ($000) $758 Shares 5,247 Est. Cost $63.04 Unrealized +93.9%
GE General Electric Company 0.0%
Value ($000) $742 Shares 6,758 Est. Cost $53.80 Unrealized +48.4%
AXP American Express Company 0.0%
Value ($000) $739 Shares 4,245 Est. Cost $97.27 Unrealized +60.6%
ESGE iShares ESG Aware MSCI EM ETF 0.0%
Value ($000) $738 Shares 23,346 Est. Cost $680.32 Unrealized
SYY Sysco Corporation 0.0%
Value ($000) $718 Shares 9,673 Est. Cost $32.93 Unrealized +108.1%
MCHP Microchip Technology Inc 0.0%
Value ($000) $717 Shares 8,005 Est. Cost $47.35 Unrealized +55.9%
INTU Intuit Inc 0.0%
Value ($000) $703 Shares 1,534 Est. Cost $382.46 Unrealized +12.7%
SCHP Schwab US Tips ETF 0.0%
Value ($000) $697 Shares 13,300 Est. Cost $61160.00 Unrealized
LLY Eli Lilly and Co 0.0%
Value ($000) $695 Shares 1,482 Est. Cost $132.46 Unrealized +210.6%
SCHX Schwab US Large-Cap ETF 0.0%
Value ($000) $689 Shares 13,151 Est. Cost $31677.76 Unrealized
XLV Sector Spdr Health Fund 0.0%
Value ($000) $680 Shares 5,124 Est. Cost $8737.61 Unrealized
ALB Albemarle Corp 0.0%
Value ($000) $669 Shares 3,000 Est. Cost $111.68 Unrealized +75.5%
UBSI United Bankshares Inc 0.0%
Value ($000) $642 Shares 21,633 Est. Cost $35.58 Unrealized -11.5%
CAT Caterpillar Inc 0.0%
Value ($000) $629 Shares 2,556 Est. Cost $141.34 Unrealized +51.2%
IWP Ishares Russell Midcap Growth 0.0%
Value ($000) $628 Shares 6,495 Est. Cost $99.52 Unrealized
BAM Brookfield Asset Management 0.0%
Value ($000) $623 Shares 19,093 Est. Cost $27.10 Unrealized +8.3%
EMR Emerson Electric Co 0.0%
Value ($000) $620 Shares 6,857 Est. Cost $59.77 Unrealized +34.0%
IJS Ishares S&P Smcap Value 0.0%
Value ($000) $596 Shares 6,270 Est. Cost $101.18 Unrealized
XLF Sector Spdr Fincl Select 0.0%
Value ($000) $592 Shares 17,554 Est. Cost $2789.39 Unrealized
Tri Continental Corp 0.0%
Value ($000) $581 Shares 21,183 Est. Cost $19.97 Unrealized
IYH iShares US Healthcare 0.0%
Value ($000) $577 Shares 2,060 Est. Cost $206676.19 Unrealized
IWN Ishares Russell 2000 Value ETF 0.0%
Value ($000) $572 Shares 4,060 Est. Cost $13406.76 Unrealized
BIIB Biogen Idec Inc 0.0%
Value ($000) $570 Shares 2,000 Est. Cost $261.39 Unrealized +13.9%
NUMV Nuveen ESG Mid-Cap Value ETF 0.0%
Value ($000) $562 Shares 18,964 Est. Cost $422.96 Unrealized
VNQ Vanguard Reit 0.0%
Value ($000) $561 Shares 6,711 Est. Cost $4663.87 Unrealized
IBM Intl Business Machines 0.0%
Value ($000) $558 Shares 4,172 Est. Cost $103.32 Unrealized +14.3%
BX Blackstone Group LP 0.0%
Value ($000) $549 Shares 5,905 Est. Cost $41.83 Unrealized +91.6%
PFE Pfizer Incorporated 0.0%
Value ($000) $543 Shares 14,809 Est. Cost $28.91 Unrealized +14.9%
META Meta Platforms Inc 0.0%
Value ($000) $530 Shares 1,848 Est. Cost $234.41 Unrealized +4.5%
QQQ PowerShares QQQ ETF 0.0%
Value ($000) $522 Shares 1,414 Est. Cost $20728.80 Unrealized
NFLX Netflix Inc 0.0%
Value ($000) $514 Shares 1,168 Est. Cost $23.54 Unrealized +56.4%
FFXDF Fairfax India Ho-Sub Com Sub Vtg Shs Isi 0.0%
Value ($000) $507 Shares 36,200 Est. Cost $15.95 Unrealized -17.1%
CTAS Cintas Corp 0.0%
Value ($000) $504 Shares 1,013 Est. Cost $97.48 Unrealized +17.7%
AUB Atlantic Un Bankshares Corp 0.0%
Value ($000) $498 Shares 19,187 Est. Cost $27.58 Unrealized -8.8%
MS Morgan Stanley 0.0%
Value ($000) $491 Shares 5,752 Est. Cost $58.77 Unrealized +33.3%
AVB AvalonBay Communities Inc 0.0%
Value ($000) $484 Shares 2,558 Est. Cost $138.71 Unrealized +17.0%
FISV Fiserv Inc 0.0%
Value ($000) $483 Shares 3,828 Est. Cost $104.61 Unrealized +12.5%
DHR Danaher Corp Del 0.0%
Value ($000) $478 Shares 1,990 Est. Cost $166.90 Unrealized +25.1%
RLI R L I Corp 0.0%
Value ($000) $478 Shares 3,500 Est. Cost $39.52 Unrealized +53.5%
SO The Southern Company 0.0%
Value ($000) $471 Shares 6,704 Est. Cost $49.44 Unrealized +32.1%
DUK Duke Energy New 0.0%
Value ($000) $436 Shares 4,853 Est. Cost $59.07 Unrealized +44.1%
INTC Intel Corp 0.0%
Value ($000) $435 Shares 13,023 Est. Cost $42.85 Unrealized -28.3%
ARCC Ares Capital Corp 0.0%
Value ($000) $422 Shares 22,473 Est. Cost $9.99 Unrealized +44.0%
DE Deere & Co 0.0%
Value ($000) $417 Shares 1,029 Est. Cost $232.37 Unrealized +58.3%
AGG Ishares Barclays Aggregate Bond 0.0%
Value ($000) $415 Shares 4,236 Est. Cost $32927.54 Unrealized
SCHG Schwab US Large-Cap Growth ETF 0.0%
Value ($000) $414 Shares 5,525 Est. Cost $41648.62 Unrealized
NEE Nextera Energy Inc Com 0.0%
Value ($000) $400 Shares 5,387 Est. Cost $65.81 Unrealized +6.4%
GS Goldman Sachs Group Inc 0.0%
Value ($000) $399 Shares 1,237 Est. Cost $302.56 Unrealized +1.8%
BR Broadridge Finl Solution 0.0%
Value ($000) $374 Shares 2,256 Est. Cost $31.74 Unrealized +356.3%
EL Lauder Estee Co Inc Cl A 0.0%
Value ($000) $370 Shares 1,882 Est. Cost $236.33 Unrealized -14.7%
CI Cigna Corp 0.0%
Value ($000) $368 Shares 1,312 Est. Cost $185.25 Unrealized +33.8%
TGT Target Corporation 0.0%
Value ($000) $366 Shares 2,773 Est. Cost $133.57 Unrealized +1.1%
NDAQ Nasdaq Stock Market Inc 0.0%
Value ($000) $366 Shares 7,332 Est. Cost $50.51 Unrealized +3.2%
AON Aon Plc Com Usd0.01 Cl A 0.0%
Value ($000) $363 Shares 1,053 Est. Cost $268.31 Unrealized +18.8%
Blackrock Inc 0.0%
Value ($000) $360 Shares 520 Est. Cost $3460.19 Unrealized
NEU Newmarket Corporation 0.0%
Value ($000) $358 Shares 891 Est. Cost $325.71 Unrealized +14.1%
BK Bank of New York Mellon Corp. 0.0%
Value ($000) $351 Shares 7,889 Est. Cost $33.70 Unrealized +18.4%
STLY Stanley Furniture New 0.0%
Value ($000) $348 Shares 48,633 Est. Cost $8949.99 Unrealized
MAR Marriott Intl Inc Cl A 0.0%
Value ($000) $347 Shares 1,891 Est. Cost $152.20 Unrealized +11.0%
ACN Accenture Ltd Cl A 0.0%
Value ($000) $347 Shares 1,125 Est. Cost $233.80 Unrealized +19.6%
EW Edwards Lifesciences Cp 0.0%
Value ($000) $343 Shares 3,631 Est. Cost $93.20 Unrealized -6.7%
VZ Verizon Communications 0.0%
Value ($000) $342 Shares 9,198 Est. Cost $34.30 Unrealized -9.0%
DXCM Dexcom Inc 0.0%
Value ($000) $336 Shares 2,616 Est. Cost $86.63 Unrealized +39.6%
FSK FS KKR Capital Corp 0.0%
Value ($000) $334 Shares 17,435 Est. Cost $8.28 Unrealized +52.6%
AJG Arthur J Gallagher & Co 0.0%
Value ($000) $329 Shares 1,498 Est. Cost $65.89 Unrealized +208.3%
NUE Nucor Corp 0.0%
Value ($000) $328 Shares 2,000 Est. Cost $53.04 Unrealized +164.4%
CVS C V S Corp Del 0.0%
Value ($000) $322 Shares 4,663 Est. Cost $60.98 Unrealized +5.4%
VHT Vanguard Health Care ETF 0.0%
Value ($000) $322 Shares 1,316 Est. Cost $172419.16 Unrealized
DVY Ishares Dj Select Div Fd 0.0%
Value ($000) $322 Shares 2,843 Est. Cost $84017.59 Unrealized
SCHD Schwab US Dividend Equity ETF 0.0%
Value ($000) $319 Shares 4,394 Est. Cost $51263.75 Unrealized
SBAC S B A Communications Cp 0.0%
Value ($000) $313 Shares 1,351 Est. Cost $298.82 Unrealized -23.8%
TXN Texas Instruments Inc 0.0%
Value ($000) $313 Shares 1,737 Est. Cost $121.61 Unrealized +30.8%
MMM 3m Company 0.0%
Value ($000) $307 Shares 3,067 Est. Cost $109.12 Unrealized -28.9%
VLO Valero Energy Corp New 0.0%
Value ($000) $306 Shares 2,605 Est. Cost $58.00 Unrealized +84.8%
URI United Rentals Inc 0.0%
Value ($000) $293 Shares 657 Est. Cost $146.85 Unrealized +145.8%
DOV Dover Corporation 0.0%
Value ($000) $292 Shares 1,980 Est. Cost $132.03 Unrealized +4.9%
TDY Teledyne Technologies 0.0%
Value ($000) $291 Shares 708 Est. Cost $230.20 Unrealized +79.1%
FTNT Fortinet Inc 0.0%
Value ($000) $283 Shares 3,750 Est. Cost $50.57 Unrealized +34.5%
VOE Vanguard Mid Cap Value 0.0%
Value ($000) $270 Shares 1,949 Est. Cost $111581.53 Unrealized
TRV Travelers Companies Inc 0.0%
Value ($000) $269 Shares 1,548 Est. Cost $111.21 Unrealized +50.8%
F Ford Motor Company New 0.0%
Value ($000) $268 Shares 17,697 Est. Cost $10.78 Unrealized -0.8%
KMB Kimberly-Clark Corp 0.0%
Value ($000) $267 Shares 1,937 Est. Cost $109.34 Unrealized +15.0%
IJT Ishares S&P Small-Cap 0.0%
Value ($000) $263 Shares 2,288 Est. Cost $26932.17 Unrealized
BA Boeing Co 0.0%
Value ($000) $258 Shares 1,223 Est. Cost $258.25 Unrealized -19.6%
CRM Salesforce Com 0.0%
Value ($000) $256 Shares 1,214 Est. Cost $154.52 Unrealized +30.5%
HEFA iShares Currency Hedged MSCI EAFE 0.0%
Value ($000) $251 Shares 8,103 Est. Cost $33.94 Unrealized
AMD Advanced Micro Devices 0.0%
Value ($000) $250 Shares 2,192 Est. Cost $113.47 Unrealized -8.3%
DIA Diamonds TRUST Series I 0.0%
Value ($000) $246 Shares 714 Est. Cost $266713.94 Unrealized
KHC Kraft Heinz Co Com 0.0%
Value ($000) $245 Shares 6,906 Est. Cost $48.56 Unrealized -30.9%
COF Capital One Financial Cp 0.0%
Value ($000) $242 Shares 2,214 Est. Cost $82.20 Unrealized +16.7%
NOC Northrop Grumman Corp 0.0%
Value ($000) $242 Shares 530 Est. Cost $322.07 Unrealized +34.7%
SCHB Schw US Brd Mkt Etf 0.0%
Value ($000) $237 Shares 4,585 Est. Cost $35297.69 Unrealized
VOO Vanguard 500 ETF 0.0%
Value ($000) $237 Shares 581 Est. Cost $276249.88 Unrealized
CBRE CBRE Group Inc 0.0%
Value ($000) $232 Shares 2,870 Est. Cost $58.25 Unrealized +28.5%
IR Ingersoll-Rand plc 0.0%
Value ($000) $228 Shares 3,489 Est. Cost $33.61 Unrealized +75.4%
CP Canadian Pac Railway 0.0%
Value ($000) $226 Shares 2,800 Est. Cost $75.65 Unrealized +2.5%
IBB Ishares Nasdaq Biotechnology 0.0%
Value ($000) $222 Shares 1,750 Est. Cost $96.57 Unrealized
THG Hanover Insurance Group 0.0%
Value ($000) $218 Shares 1,930 Est. Cost $125.82 Unrealized -11.8%
ENB Enbridge Inc 0.0%
Value ($000) $217 Shares 5,847 Est. Cost $20.69 Unrealized +55.0%
MCK Mckesson Corporation 0.0%
Value ($000) $217 Shares 508 Est. Cost $123.13 Unrealized +208.2%
VXUS Vanguard Total International Stock ETF 0.0%
Value ($000) $215 Shares 3,838 Est. Cost $42393.25 Unrealized
BDX Becton Dickinson & Co 0.0%
Value ($000) $213 Shares 807 Est. Cost $236.21 Unrealized +2.4%
NTAP NetApp Inc 0.0%
Value ($000) $209 Shares 2,730 Est. Cost $44.94 Unrealized +41.9%
ATR Aptargroup Inc 0.0%
Value ($000) $205 Shares 1,770 Est. Cost $103.79 Unrealized +9.0%
LMT Lockheed Martin Corp 0.0%
Value ($000) $197 Shares 427 Est. Cost $292.98 Unrealized +47.3%
ADSK Autodesk Inc 0.0%
Value ($000) $196 Shares 960 Est. Cost $160.72 Unrealized +24.4%
GPC Genuine Parts Co 0.0%
Value ($000) $195 Shares 1,150 Est. Cost $118.01 Unrealized +28.2%
GILD Gilead Sciences Inc 0.0%
Value ($000) $190 Shares 2,464 Est. Cost $54.67 Unrealized +32.8%
ALL Allstate Corporation 0.0%
Value ($000) $184 Shares 1,689 Est. Cost $100.15 Unrealized +6.6%
ETN Eaton Corporation 0.0%
Value ($000) $182 Shares 905 Est. Cost $108.45 Unrealized +57.1%
KNSL Kinsale Cap Group Inc Com 0.0%
Value ($000) $178 Shares 475 Est. Cost $94.71 Unrealized +249.1%
WSO Watsco Inc 0.0%
Value ($000) $173 Shares 453 Est. Cost $169.13 Unrealized +100.5%
GEHC GE HEALTHCARE TECHNOLOGIES ORD WI 0.0%
Value ($000) $172 Shares 2,120 Est. Cost $71.08 Unrealized +11.8%
NSRGY Nestle S A Reg B Adr 0.0%
Value ($000) $171 Shares 1,422 Est. Cost $41068.27 Unrealized
NVS Novartis A G Spon Adr 0.0%
Value ($000) $170 Shares 1,685 Est. Cost $24154.78 Unrealized
TTC Toro Company 0.0%
Value ($000) $170 Shares 1,670 Est. Cost $81.15 Unrealized +26.3%
HCA Hca Inc 0.0%
Value ($000) $169 Shares 557 Est. Cost $220.21 Unrealized +23.6%
APH Amphenol Corp Cl A 0.0%
Value ($000) $169 Shares 1,984 Est. Cost $27.20 Unrealized +39.6%
GLW Corning Inc 0.0%
Value ($000) $168 Shares 4,792 Est. Cost $29.43 Unrealized +4.0%
NKE Nike Inc Class B 0.0%
Value ($000) $167 Shares 1,511 Est. Cost $119.75 Unrealized -7.0%
BMY Bristol-Myers Squibb Co 0.0%
Value ($000) $165 Shares 2,582 Est. Cost $53.12 Unrealized +11.0%
Unilever Plc Adr New 0.0%
Value ($000) $160 Shares 3,075 Est. Cost $19157.54 Unrealized
AVY Avery Dennison Corp 0.0%
Value ($000) $158 Shares 920 Est. Cost $102.10 Unrealized +59.4%
PH Parker-Hannifin Corp 0.0%
Value ($000) $154 Shares 396 Est. Cost $241.16 Unrealized +36.2%
KBE SPDR S&P Bank ETF 0.0%
Value ($000) $152 Shares 4,219 Est. Cost $41.83 Unrealized
Pinnacle Financial Partners Inc 0.0%
Value ($000) $151 Shares 2,661 Est. Cost $73.40 Unrealized
NVO Novo-Nordisk A-S Adr 0.0%
Value ($000) $150 Shares 925 Est. Cost $111.35 Unrealized
SRE Sempra Energy 0.0%
Value ($000) $149 Shares 1,021 Est. Cost $48.64 Unrealized +41.4%
CNI Canadian Natl Ry Co 0.0%
Value ($000) $145 Shares 1,195 Est. Cost $80.60 Unrealized +39.4%
EPR EPR Properties 0.0%
Value ($000) $140 Shares 3,000 Est. Cost $33130.00 Unrealized
LHX L3Harris Technologies Ord 0.0%
Value ($000) $140 Shares 716 Est. Cost $199.15 Unrealized -9.2%
EHC Encompass Health Corp 0.0%
Value ($000) $130 Shares 1,918 Est. Cost $55.24 Unrealized +11.2%
CHCO City Holding Co 0.0%
Value ($000) $130 Shares 1,440 Est. Cost $63.61 Unrealized +32.1%
Citigroup Inc 0.0%
Value ($000) $129 Shares 4,050 Est. Cost $31.35 Unrealized
PRU Prudential Financial Inc 0.0%
Value ($000) $129 Shares 1,457 Est. Cost $65.92 Unrealized +11.5%
PALL ETFS Physical Palladium 0.0%
Value ($000) $128 Shares 1,125 Est. Cost $101.33 Unrealized
MU Micron Technology Inc 0.0%
Value ($000) $126 Shares 2,004 Est. Cost $64.33 Unrealized -1.3%
ROP Roper Industries Inc 0.0%
Value ($000) $125 Shares 261 Est. Cost $402.36 Unrealized +10.7%
HUN Huntsman Corporation 0.0%
Value ($000) $122 Shares 4,500 Est. Cost $28.42 Unrealized -8.6%
MRNA Moderna Inc 0.0%
Value ($000) $122 Shares 1,000 Est. Cost $23.01 Unrealized +479.8%
MAIN Main Str Cap Corp Com 0.0%
Value ($000) $120 Shares 3,000 Est. Cost $39.38 Unrealized +0.7%
LUV Southwest Airlines Co 0.0%
Value ($000) $119 Shares 3,278 Est. Cost $45.99 Unrealized -35.8%
CB Chubb Corporation 0.0%
Value ($000) $117 Shares 605 Est. Cost $188.38 Unrealized +0.8%
NXPI NXP Semiconductors NV 0.0%
Value ($000) $115 Shares 561 Est. Cost $154.32 Unrealized +9.6%
GM General Motors Corp 0.0%
Value ($000) $115 Shares 2,976 Est. Cost $50.33 Unrealized -33.2%
PNC Pnc Finl Services Gp Inc 0.0%
Value ($000) $115 Shares 910 Est. Cost $122.40 Unrealized -9.8%
WRB Berkley W R Corp 0.0%
Value ($000) $114 Shares 1,909 Est. Cost $25.90 Unrealized +41.5%
TSLA Tesla, Inc 0.0%
Value ($000) $113 Shares 432 Est. Cost $257.56 Unrealized -22.4%
BKNG Booking Hldgs Inc 0.0%
Value ($000) $111 Shares 41 Est. Cost $1904.33 Unrealized +36.5%
ROST Ross Stores Inc 0.0%
Value ($000) $110 Shares 980 Est. Cost $85.58 Unrealized +19.4%
MSI Motorola Solutions Inc Com New 0.0%
Value ($000) $109 Shares 373 Est. Cost $235.31 Unrealized +18.2%
ADI Analog Devices Inc 0.0%
Value ($000) $109 Shares 559 Est. Cost $155.92 Unrealized +13.5%
AIVL WisdomTree US Dividend ex-Financials ETF 0.0%
Value ($000) $107 Shares 1,145 Est. Cost $85489.95 Unrealized
PAYX Paychex Inc 0.0%
Value ($000) $101 Shares 900 Est. Cost $70.41 Unrealized +43.5%
DES WisdomTree SmallCap Dividend ETF 0.0%
Value ($000) $100 Shares 3,469 Est. Cost $27539.93 Unrealized
IDXX Idexx Labs Inc 0.0%
Value ($000) $99 Shares 198 Est. Cost $426.91 Unrealized +12.2%
22nd Century Group Inc 0.0%
Value ($000) $98 Shares 256,195 Est. Cost $0.38 Unrealized
VOOV Vanguard S&P 500 Value ETF 0.0%
Value ($000) $97 Shares 626 Est. Cost $112410.55 Unrealized
SPYV SPDR Portfolio S&P 500 Value ETF 0.0%
Value ($000) $95 Shares 2,200 Est. Cost $36.82 Unrealized
ECL Ecolab Inc 0.0%
Value ($000) $93 Shares 498 Est. Cost $160.68 Unrealized +4.1%
DFAX DFA TA World ex US Core Equity I 0.0%
Value ($000) $92 Shares 3,960 Est. Cost $25880.02 Unrealized
HEI/A Heico Corp 0.0%
Value ($000) $91 Shares 650 Est. Cost $121.50 Unrealized +9.9%
JBHT J B Hunt Transport Svcs 0.0%
Value ($000) $91 Shares 500 Est. Cost $163.33 Unrealized +3.7%
PTC PTC Inc 0.0%
Value ($000) $91 Shares 636 Est. Cost $119.89 Unrealized +10.5%
BP Bp Plc Adr 0.0%
Value ($000) $90 Shares 2,548 Est. Cost $23031.72 Unrealized
FRST Primis Financial Corp 0.0%
Value ($000) $88 Shares 10,440 Est. Cost $10.83 Unrealized -30.6%
HUM Humana Inc 0.0%
Value ($000) $87 Shares 195 Est. Cost $396.56 Unrealized +23.1%
PYPL Paypal Hldgs Inc 0.0%
Value ($000) $84 Shares 1,266 Est. Cost $119.59 Unrealized -43.1%
VGT Vanguard Information Technology ETF 0.0%
Value ($000) $84 Shares 190 Est. Cost $25708.58 Unrealized
O Realty Income Corp 0.0%
Value ($000) $84 Shares 1,400 Est. Cost $50.23 Unrealized +4.6%
DGX Quest Diagnostic Inc 0.0%
Value ($000) $83 Shares 590 Est. Cost $126.95 Unrealized +3.2%
ADM Archer-Daniels-Midlnd Co 0.0%
Value ($000) $83 Shares 1,095 Est. Cost $78.47 Unrealized -11.7%
VOT Vanguard Mid-Cap Growth ETF 0.0%
Value ($000) $81 Shares 396 Est. Cost $53976.92 Unrealized
Magellan Midstream Ptnrs 0.0%
Value ($000) $81 Shares 1,300 Est. Cost $16145.98 Unrealized
AVGO Avago Technologies Ltd 0.0%
Value ($000) $80 Shares 92 Est. Cost $36.78 Unrealized +86.9%
AMP Ameriprise Financial Inc 0.0%
Value ($000) $80 Shares 240 Est. Cost $255.23 Unrealized +16.2%
ITA iShares US Aerospace & Defense 0.0%
Value ($000) $78 Shares 672 Est. Cost $116.64 Unrealized
AEP Amer Electric Pwr Co Inc 0.0%
Value ($000) $78 Shares 930 Est. Cost $69.21 Unrealized +15.5%
SLB Schlumberger Ltd 0.0%
Value ($000) $78 Shares 1,592 Est. Cost $37.68 Unrealized +18.1%
REGN Regeneron Pharmaceuticals 0.0%
Value ($000) $78 Shares 108 Est. Cost $689.36 Unrealized +11.2%
APO Apollo Global Management LLC Class A 0.0%
Value ($000) $77 Shares 1,000 Est. Cost $66.51 Unrealized -3.7%
IJH iShares Core S&P Mid Cap ETF 0.0%
Value ($000) $75 Shares 285 Est. Cost $207.03 Unrealized
GIL Gildan Activewear Inc 0.0%
Value ($000) $75 Shares 2,311 Est. Cost $25.04 Unrealized +16.5%
CHRW C H Robinson Worldwd New 0.0%
Value ($000) $74 Shares 780 Est. Cost $95.43 Unrealized -5.3%
STN Stantec Inc 0.0%
Value ($000) $73 Shares 1,115 Est. Cost $43.95 Unrealized
ALGN Align Technology Inc 0.0%
Value ($000) $71 Shares 200 Est. Cost $295.03 Unrealized +7.9%
SLV iShares Silver Trust 0.0%
Value ($000) $71 Shares 3,382 Est. Cost $2456.36 Unrealized
ROKU Roku Inc Com Cl A 0.0%
Value ($000) $71 Shares 1,103 Est. Cost $68.57 Unrealized -11.4%
XLB Sector Spdr Materials Fd 0.0%
Value ($000) $69 Shares 827 Est. Cost $79.40 Unrealized
CEF Sprott Physical Gold & Silver Trust 0.0%
Value ($000) $68 Shares 3,750 Est. Cost $12.94 Unrealized
CSGP Costar Group Inc 0.0%
Value ($000) $67 Shares 755 Est. Cost $78.43 Unrealized -1.6%
STX Seagate Technology 0.0%
Value ($000) $65 Shares 1,050 Est. Cost $77.58 Unrealized -27.1%
CL Colgate-Palmolive Co 0.0%
Value ($000) $62 Shares 808 Est. Cost $67.23 Unrealized +8.4%
IYW Ishares U S Technology Etf 0.0%
Value ($000) $61 Shares 558 Est. Cost $101.91 Unrealized
KLAC K L A Tencor Corp 0.0%
Value ($000) $61 Shares 125 Est. Cost $323.74 Unrealized +26.0%
IYR iShares US Real Estate ETF 0.0%
Value ($000) $61 Shares 700 Est. Cost $87.90 Unrealized
AZO Autozone Inc 0.0%
Value ($000) $60 Shares 24 Est. Cost $2417.74 Unrealized +5.5%
DGRO iShares Core Dividend Growth ETF 0.0%
Value ($000) $60 Shares 1,158 Est. Cost $47.50 Unrealized
DOW Dow Chemical Company 0.0%
Value ($000) $59 Shares 1,104 Est. Cost $37.42 Unrealized +20.9%
JBSS Sanfilippo John B & Son Inc 0.0%
Value ($000) $59 Shares 500 Est. Cost $75.10 Unrealized +49.3%
Tri-County Financial Cp 0.0%
Value ($000) $58 Shares 2,145 Est. Cost $33.33 Unrealized
RPM Rpm International Inc 0.0%
Value ($000) $58 Shares 646 Est. Cost $64.41 Unrealized +27.6%
Discover Financial Svcs 0.0%
Value ($000) $58 Shares 493 Est. Cost $96.93 Unrealized
SPLV Invesco S&P 500 Low Volatility ETF 0.0%
Value ($000) $57 Shares 912 Est. Cost $62.50 Unrealized
Liberty Media Corp Delaware Com C Siriusxm 0.0%
Value ($000) $57 Shares 1,745 Est. Cost $41.83 Unrealized
TSM Taiwan Semiconductr Adrf 0.0%
Value ($000) $57 Shares 562 Est. Cost $86.76 Unrealized
SCHW The Charles Schwab Corp 0.0%
Value ($000) $57 Shares 1,000 Est. Cost $73.77 Unrealized -31.6%
HOLX Hologic Inc 0.0%
Value ($000) $57 Shares 698 Est. Cost $71.21 Unrealized +14.8%
CMI Cummins Inc 0.0%
Value ($000) $56 Shares 230 Est. Cost $138.62 Unrealized +53.6%
VWO Vanguard Emerging Market 0.0%
Value ($000) $56 Shares 1,380 Est. Cost $28638.03 Unrealized
GEN NortonLifeLock Inc 0.0%
Value ($000) $56 Shares 3,005 Est. Cost $12.38 Unrealized +33.9%
WFC Wells Fargo & Co New 0.0%
Value ($000) $56 Shares 1,306 Est. Cost $39.97 Unrealized -5.8%
CME Chicago Mercantile Exch 0.0%
Value ($000) $55 Shares 299 Est. Cost $149.56 Unrealized +11.3%
INGR Ingredion Inc 0.0%
Value ($000) $55 Shares 522 Est. Cost $102.11 Unrealized +4.1%
SOXX iShares PHLX Semiconductor ETF 0.0%
Value ($000) $55 Shares 108 Est. Cost $442.22 Unrealized
RWR Spdr Dow Jones Reit 0.0%
Value ($000) $55 Shares 605 Est. Cost $92.56 Unrealized
BAX Baxter International Inc 0.0%
Value ($000) $54 Shares 1,185 Est. Cost $66.08 Unrealized -38.3%
GLD Spdr Gold TRUST 0.0%
Value ($000) $54 Shares 302 Est. Cost $89199.07 Unrealized
CMG Chipotle Mexican Grill 0.0%
Value ($000) $53 Shares 25 Est. Cost $31.34 Unrealized +26.2%
SUI Sun Communities Inc 0.0%
Value ($000) $52 Shares 400 Est. Cost $150100.00 Unrealized
AFL A F L A C Inc 0.0%
Value ($000) $52 Shares 741 Est. Cost $62.49 Unrealized +1.2%
LUCID GROUP ORD 0.0%
Value ($000) $52 Shares 7,500 Est. Cost $11851.44 Unrealized
PPG P P G Industries Inc 0.0%
Value ($000) $51 Shares 346 Est. Cost $143.99 Unrealized -8.5%
IUSG iShares Russell 3000 Growth 0.0%
Value ($000) $51 Shares 525 Est. Cost $61.83 Unrealized
RUSHB Rush Enterprises Inc 0.0%
Value ($000) $51 Shares 750 Est. Cost $16.18 Unrealized +140.8%
HDV Ishares Core High Dividend Etf 0.0%
Value ($000) $51 Shares 505 Est. Cost $100.99 Unrealized
WPC W P Carey Inc 0.0%
Value ($000) $51 Shares 752 Est. Cost $66021.22 Unrealized
DLTR Dollar Tree Inc 0.0%
Value ($000) $50 Shares 350 Est. Cost $108.37 Unrealized +35.8%
DG Dollar General Corp 0.0%
Value ($000) $48 Shares 281 Est. Cost $194.72 Unrealized -3.8%
EVRG Evergy Inc 0.0%
Value ($000) $47 Shares 800 Est. Cost $45.62 Unrealized +18.2%
TROW Rowe T Price Group Inc 0.0%
Value ($000) $46 Shares 409 Est. Cost $110.24 Unrealized -12.5%
SYK Stryker Corp 0.0%
Value ($000) $46 Shares 150 Est. Cost $257.74 Unrealized +9.2%
XYL Xylem Inc 0.0%
Value ($000) $45 Shares 400 Est. Cost $69.65 Unrealized +47.1%
Aptiv Plc 0.0%
Value ($000) $44 Shares 432 Est. Cost $93.13 Unrealized
DTE D T E Energy Company 0.0%
Value ($000) $44 Shares 400 Est. Cost $88.92 Unrealized +14.1%
HPQ Hewlett-Packard Company 0.0%
Value ($000) $43 Shares 1,406 Est. Cost $19.88 Unrealized +36.4%
ODFL Old Dominion Freight Lns 0.0%
Value ($000) $43 Shares 116 Est. Cost $139.59 Unrealized +14.3%
TTWO Take-Two Interactive Software Inc 0.0%
Value ($000) $41 Shares 278 Est. Cost $112.05 Unrealized +16.7%
STZ Constellation Brand Cl A 0.0%
Value ($000) $41 Shares 166 Est. Cost $193.88 Unrealized +14.9%
AMT Amern Tower Corp Class A 0.0%
Value ($000) $41 Shares 210 Est. Cost $163.78 Unrealized +8.7%
ALLE Allegion PLC 0.0%
Value ($000) $40 Shares 333 Est. Cost $87.44 Unrealized +20.7%
CHD Church & Dwight Co Inc 0.0%
Value ($000) $40 Shares 396 Est. Cost $87.83 Unrealized +4.0%
VICI VICI Properties Inc 0.0%
Value ($000) $39 Shares 1,250 Est. Cost $24.25 Unrealized +13.8%
SPGI S&p Global Inc 0.0%
Value ($000) $39 Shares 98 Est. Cost $321.12 Unrealized +11.4%
AES A E S Corp 0.0%
Value ($000) $39 Shares 1,875 Est. Cost $10.71 Unrealized +82.1%
HIW Highwoods Pptys Inc 0.0%
Value ($000) $39 Shares 1,617 Est. Cost $40.07 Unrealized
LW Lamb Weston Holdings Inc 0.0%
Value ($000) $38 Shares 333 Est. Cost $55.13 Unrealized +92.3%
BEP Brookfield Renewable Partners LP 0.0%
Value ($000) $38 Shares 1,293 Est. Cost $31095.63 Unrealized
CDP Corporate Office Properties Trust 0.0%
Value ($000) $38 Shares 1,600 Est. Cost $23720.00 Unrealized
VIGI Vanguard Intl Div Apprec ETF 0.0%
Value ($000) $38 Shares 502 Est. Cost $61647.63 Unrealized
VEU Vanguard Intl Eqty Index 0.0%
Value ($000) $37 Shares 682 Est. Cost $53.64 Unrealized
OKE Oneok Inc New 0.0%
Value ($000) $37 Shares 600 Est. Cost $53.43 Unrealized +1.3%
CTVA Corteva Inc com 0.0%
Value ($000) $37 Shares 642 Est. Cost $25.11 Unrealized +125.6%
DTD WisdomTree US Total Dividend ETF 0.0%
Value ($000) $37 Shares 590 Est. Cost $57.63 Unrealized
DD Dupont De Nemours Inc 0.0%
Value ($000) $36 Shares 510 Est. Cost $25.88 Unrealized +5.0%
WTW Willis Towers Watson 0.0%
Value ($000) $36 Shares 154 Est. Cost $169.26 Unrealized +31.5%
LEN Lennar Corp Cl A 0.0%
Value ($000) $36 Shares 288 Est. Cost $77.52 Unrealized +35.7%
VRSK Verisk Analytics Inc Cla 0.0%
Value ($000) $35 Shares 157 Est. Cost $172.18 Unrealized +19.9%
CAH Cardinal Health Inc 0.0%
Value ($000) $35 Shares 368 Est. Cost $47.39 Unrealized +70.1%
CARR Carrier Global Corp-Wi 0.0%
Value ($000) $35 Shares 700 Est. Cost $41.79 Unrealized +1.8%
Ansys Inc 0.0%
Value ($000) $34 Shares 104 Est. Cost $312238.28 Unrealized
TJX T J X Cos Inc 0.0%
Value ($000) $34 Shares 400 Est. Cost $72.26 Unrealized +5.4%
AEE Ameren Corporation 0.0%
Value ($000) $33 Shares 410 Est. Cost $51.05 Unrealized +54.1%
Triton International Ltd 0.0%
Value ($000) $33 Shares 400 Est. Cost $27510.00 Unrealized
Liberty Media Group 0.0%
Value ($000) $33 Shares 436 Est. Cost $41.28 Unrealized
IJR Ishares S&P Smallcap Core ETF 0.0%
Value ($000) $32 Shares 324 Est. Cost $97.83 Unrealized
FNF Fidelity Natl Finl Inc 0.0%
Value ($000) $32 Shares 886 Est. Cost $33.65 Unrealized -9.7%
CTSH Cognizant Tech Sol Cl A 0.0%
Value ($000) $30 Shares 459 Est. Cost $69.88 Unrealized -15.1%
PNW Pinnacle West Capital Cp 0.0%
Value ($000) $30 Shares 365 Est. Cost $61.31 Unrealized +16.4%
FERG1GBX Ferguson PLC 0.0%
Value ($000) $30 Shares 188 Est. Cost $133.75 Unrealized
OBDC OWL ROCK CAPITAL ORD 0.0%
Value ($000) $30 Shares 2,200 Est. Cost $9.20 Unrealized +4.1%
CWST Casella Waste Systems Inc 0.0%
Value ($000) $29 Shares 326 Est. Cost $80.27 Unrealized +11.2%
EA Electronic Arts Inc 0.0%
Value ($000) $29 Shares 225 Est. Cost $122.56 Unrealized +1.9%
VTV Vanguard Value ETF 0.0%
Value ($000) $29 Shares 205 Est. Cost $145.55 Unrealized
ACM Aecom Technology Corp 0.0%
Value ($000) $28 Shares 325 Est. Cost $48.74 Unrealized +63.8%
HSY Hershey Company 0.0%
Value ($000) $27 Shares 110 Est. Cost $108.95 Unrealized +123.4%
EG Everest Re Group Ltd 0.0%
Value ($000) $27 Shares 80 Est. Cost $265.07 Unrealized +30.5%
Kellogg Company 0.0%
Value ($000) $27 Shares 400 Est. Cost $51.09 Unrealized +14.1%
Partners Bancorp 0.0%
Value ($000) $27 Shares 4,294 Est. Cost $9.32 Unrealized
SHEL SHELL ADR EACH REP 2 ORD WI 0.0%
Value ($000) $25 Shares 420 Est. Cost $54.76 Unrealized
LULU Lululemon Athletica Inc 0.0%
Value ($000) $25 Shares 67 Est. Cost $313.65 Unrealized +17.6%
KNX Knight Swift Transn Hldgs Inc 0.0%
Value ($000) $25 Shares 450 Est. Cost $32.54 Unrealized +65.7%
Duke Energy Corp New Dp Rep Pfd A 0.0%
Value ($000) $25 Shares 1,000 Est. Cost $26420.00 Unrealized
SDOG ALPS Sector Dividend Dogs ETF 0.0%
Value ($000) $24 Shares 481 Est. Cost $45.67 Unrealized
LEG Leggett & Platt Inc 0.0%
Value ($000) $24 Shares 800 Est. Cost $31.01 Unrealized +1.4%
Spirit Realty Capital Inc 0.0%
Value ($000) $24 Shares 600 Est. Cost $39.84 Unrealized
HIG Hartford Finl Svcs Grp 0.0%
Value ($000) $23 Shares 325 Est. Cost $44.28 Unrealized +50.8%
SPEM SPDR S&P Emerging Markets ETF 0.0%
Value ($000) $23 Shares 661 Est. Cost $34.38 Unrealized
AN Autonation Inc 0.0%
Value ($000) $23 Shares 138 Est. Cost $62.88 Unrealized +120.7%
IQLT iShares Edge MSCI Intl Quality Fctr ETF 0.0%
Value ($000) $23 Shares 634 Est. Cost $30.63 Unrealized
SHW Sherwin Williams Co 0.0%
Value ($000) $22 Shares 84 Est. Cost $244.00 Unrealized -5.7%
CGBD Carlyle Secured Lending Inc 0.0%
Value ($000) $22 Shares 1,500 Est. Cost $9.01 Unrealized +12.7%
ELS Equity Lifestyle Properties Inc 0.0%
Value ($000) $22 Shares 324 Est. Cost $95952.16 Unrealized
UBER Uber Technologies Inc 0.0%
Value ($000) $22 Shares 500 Est. Cost $31.90 Unrealized +16.5%
VEA Vanguard FTSE International 0.0%
Value ($000) $21 Shares 457 Est. Cost $42.02 Unrealized
ATHENE HOLDING LTD 6.35 SER A 0.0%
Value ($000) $21 Shares 1,000 Est. Cost $26400.00 Unrealized
LYV Cce Spinco Inc 0.0%
Value ($000) $21 Shares 230 Est. Cost $63.26 Unrealized +23.4%
ICF Ishares Tr Cohen & Steer 0.0%
Value ($000) $21 Shares 376 Est. Cost $55.31 Unrealized
FFIV F5 Networks Inc 0.0%
Value ($000) $20 Shares 140 Est. Cost $146.12 Unrealized -2.7%
ZM Zoom Video Communications, Inc 0.0%
Value ($000) $20 Shares 300 Est. Cost $72.05 Unrealized -7.2%
A Agilent Technologies Inc 0.0%
Value ($000) $20 Shares 166 Est. Cost $80.66 Unrealized +55.0%
VT Vanguard Total World Stock ETF 0.0%
Value ($000) $20 Shares 205 Est. Cost $73.17 Unrealized
UGI U G I Corporation New 0.0%
Value ($000) $19 Shares 720 Est. Cost $53.89 Unrealized -43.7%
EBAY Ebay Inc 0.0%
Value ($000) $19 Shares 426 Est. Cost $40.19 Unrealized +5.1%
ALC Alcon Inc Ord Shs 0.0%
Value ($000) $18 Shares 224 Est. Cost $58.28 Unrealized +30.0%
Vmware Inc Cl A 0.0%
Value ($000) $18 Shares 125 Est. Cost $112.00 Unrealized
PSX Phillips 0.0%
Value ($000) $17 Shares 179 Est. Cost $54.01 Unrealized +63.9%
JAAA Janus Henderson AAA CLO ETF 0.0%
Value ($000) $16 Shares 323 Est. Cost $49.82 Unrealized
ET Energy Transfer Equity LP 0.0%
Value ($000) $16 Shares 1,246 Est. Cost $2344.32 Unrealized
DELL Dell Inc 0.0%
Value ($000) $15 Shares 285 Est. Cost $24.29 Unrealized +80.6%
VV Vanguard Large-Cap ETF 0.0%
Value ($000) $15 Shares 76 Est. Cost $202.72 Unrealized
CAG Conagra Foods Inc 0.0%
Value ($000) $15 Shares 450 Est. Cost $31.39 Unrealized 0.0%
IXUS iShares Core MSCI Total Intl Stk ETF 0.0%
Value ($000) $15 Shares 240 Est. Cost $57.88 Unrealized
SCHZ Schwab US Aggregate Bond ETF 0.0%
Value ($000) $15 Shares 325 Est. Cost $23807.27 Unrealized
UNM Unumprovident Corp 0.0%
Value ($000) $15 Shares 304 Est. Cost $29.70 Unrealized +46.9%
STAG Stag Industrial Inc 0.0%
Value ($000) $14 Shares 400 Est. Cost $33.82 Unrealized
VABK Virginia National Bankshares Corp 0.0%
Value ($000) $14 Shares 442 Est. Cost $34.25 Unrealized -8.0%
ES Eversource Energy 0.0%
Value ($000) $14 Shares 200 Est. Cost $52.10 Unrealized +26.8%
VTR Ventas Inc 0.0%
Value ($000) $14 Shares 300 Est. Cost $45.09 Unrealized -8.2%
L Loews Corporation 0.0%
Value ($000) $14 Shares 229 Est. Cost $45.19 Unrealized +27.0%
VTEB Vanguard Tax-Exempt Bond ETF 0.0%
Value ($000) $14 Shares 270 Est. Cost $50.22 Unrealized
SNY Sanofi Aventis Adr 0.0%
Value ($000) $13 Shares 250 Est. Cost $43688.93 Unrealized
CPRX Catalyst Pharmaceuticals Inc 0.0%
Value ($000) $13 Shares 1,000 Est. Cost $7.07 Unrealized +103.6%
AKAM Akamai Technologies 0.0%
Value ($000) $13 Shares 148 Est. Cost $87.06 Unrealized -1.6%
ABNB Airbnb Inc 0.0%
Value ($000) $13 Shares 100 Est. Cost $166.49 Unrealized -29.7%
RIO Companhia Vale Do Adr 0.0%
Value ($000) $13 Shares 200 Est. Cost $41977.50 Unrealized
WDAY Workday Inc 0.0%
Value ($000) $12 Shares 55 Est. Cost $155.96 Unrealized +28.4%
MELI Mercadolibre Inc 0.0%
Value ($000) $12 Shares 10 Est. Cost $587.65 Unrealized +114.0%
DBV Technologies SA 0.0%
Value ($000) $11 Shares 6,000 Est. Cost $4442.17 Unrealized
TMUS T-Mobile Us Inc 0.0%
Value ($000) $11 Shares 82 Est. Cost $138.81 Unrealized -2.3%
EHAB ENHABIT ORD WI 0.0%
Value ($000) $11 Shares 959 Est. Cost $16.21 Unrealized -23.0%
AAP Advance Auto Parts Inc 0.0%
Value ($000) $11 Shares 150 Est. Cost $127.12 Unrealized -23.5%
Lam Research Corporation 0.0%
Value ($000) $10 Shares 16 Est. Cost $642.88 Unrealized
Horizon Pharma Plc 0.0%
Value ($000) $10 Shares 100 Est. Cost $109.14 Unrealized
Brookfield Renewable Corp Ordinary Shares - Class 0.0%
Value ($000) $10 Shares 321 Est. Cost $39086.59 Unrealized
DVN Devon Energy Cp New 0.0%
Value ($000) $10 Shares 200 Est. Cost $52.95 Unrealized -14.2%
GHI America First Multifamily Investors LP 0.0%
Value ($000) $9 Shares 560 Est. Cost $17.28 Unrealized
Marathon Oil Corp 0.0%
Value ($000) $9 Shares 400 Est. Cost $22.58 Unrealized
CC The Chemours Company 0.0%
Value ($000) $9 Shares 246 Est. Cost $27.14 Unrealized +1.5%
GVI iShares Interm Government/Credit Bd 0.0%
Value ($000) $9 Shares 87 Est. Cost $109.07 Unrealized
CUBE CubeSmart 0.0%
Value ($000) $9 Shares 200 Est. Cost $48.49 Unrealized
HR Healthcare Realty TRUST 0.0%
Value ($000) $8 Shares 450 Est. Cost $20.85 Unrealized
DLS WisdomTree International Small Cap Div 0.0%
Value ($000) $8 Shares 138 Est. Cost $53187.45 Unrealized
EXC Exelon Corporation 0.0%
Value ($000) $8 Shares 200 Est. Cost $37.45 Unrealized 0.0%
CPKF Chesapeake Financial Shares Inc 0.0%
Value ($000) $8 Shares 412 Est. Cost $18.51 Unrealized -0.1%
FULT Fulton Financial Corp 0.0%
Value ($000) $8 Shares 635 Est. Cost $12.85 Unrealized -16.4%
CFG Citizens Finl Group Inc Com 0.0%
Value ($000) $7 Shares 287 Est. Cost $29.36 Unrealized -16.6%
DTM DT MIDSTREAM ORD WI 0.0%
Value ($000) $7 Shares 150 Est. Cost $35.96 Unrealized +19.3%
VXRT Vaxart Inc Com New 0.0%
Value ($000) $7 Shares 9,950 Est. Cost $4.98 Unrealized -81.3%
OKTA Okta Inc 0.0%
Value ($000) $7 Shares 104 Est. Cost $57.10 Unrealized +33.0%
ETSY Etsy Inc com 0.0%
Value ($000) $7 Shares 85 Est. Cost $143.76 Unrealized -34.4%
HPE Hewlett Packard Enterprises 0.0%
Value ($000) $7 Shares 400 Est. Cost $13.75 Unrealized +3.3%
BAH Booz Allen Hamilton Holding Corp 0.0%
Value ($000) $7 Shares 60 Est. Cost $97.72 Unrealized -4.2%
VAW Vanguard Materials ETF 0.0%
Value ($000) $7 Shares 36 Est. Cost $181.97 Unrealized
Maiden Holdings Ltd 0.0%
Value ($000) $6 Shares 3,000 Est. Cost $2.11 Unrealized
NHC National Healthcare Corp 0.0%
Value ($000) $6 Shares 100 Est. Cost $67.25 Unrealized -11.8%
BSX Boston Scientific Corp 0.0%
Value ($000) $6 Shares 113 Est. Cost $52.23 Unrealized 0.0%
MRVL Marvell Tech Group Ltd 0.0%
Value ($000) $6 Shares 102 Est. Cost $45.90 Unrealized +4.9%
CEG Constellation Energy Co 0.0%
Value ($000) $6 Shares 66 Est. Cost $81.35 Unrealized 0.0%
GEM Goldman Sachs ActiveBeta EMkts Eq ETF 0.0%
Value ($000) $6 Shares 200 Est. Cost $39490.00 Unrealized
ICE Intrcontinentalexchange 0.0%
Value ($000) $6 Shares 52 Est. Cost $104.69 Unrealized 0.0%
Mayne Pharma Group Ltd 0.0%
Value ($000) $6 Shares 2,000 Est. Cost $2.93 Unrealized
ZBH Zimmer Biomet Holdings Inc 0.0%
Value ($000) $6 Shares 40 Est. Cost $122.33 Unrealized +8.5%
T A T & T Inc New 0.0%
Value ($000) $6 Shares 365 Est. Cost $15.33 Unrealized -3.5%
PGF Invesco Financial Preferred ETF 0.0%
Value ($000) $6 Shares 384 Est. Cost $18.23 Unrealized
CWI SPDR MSCI ACWI ex-US ETF 0.0%
Value ($000) $5 Shares 210 Est. Cost $25.73 Unrealized
VEEV Veeva Systems Inc 0.0%
Value ($000) $5 Shares 27 Est. Cost $170.87 Unrealized +6.7%
BND Vanguard Bond Index Fund 0.0%
Value ($000) $5 Shares 73 Est. Cost $73.71 Unrealized
MSCI MSCI Inc 0.0%
Value ($000) $5 Shares 11 Est. Cost $448.89 Unrealized +5.4%
ON ON Semiconductor Corp 0.0%
Value ($000) $5 Shares 50 Est. Cost $39.26 Unrealized +110.7%
LMND LEMONADE ORD 0.0%
Value ($000) $5 Shares 274 Est. Cost $35.38 Unrealized -55.8%
Berry Plastics Group Inc 0.0%
Value ($000) $5 Shares 70 Est. Cost $6374.51 Unrealized
MNST Monster Beverage Corporation 0.0%
Value ($000) $4 Shares 78 Est. Cost $56.87 Unrealized 0.0%
RGA Reinsurance Grp Of Amer 0.0%
Value ($000) $4 Shares 32 Est. Cost $151.55 Unrealized -6.2%
2U Inc 0.0%
Value ($000) $4 Shares 1,100 Est. Cost $74.55 Unrealized
SJM J M Smucker Co New 0.0%
Value ($000) $4 Shares 30 Est. Cost $138.52 Unrealized 0.0%
Activision Inc 0.0%
Value ($000) $4 Shares 52 Est. Cost $84.31 Unrealized
VPU Vanguard Utilities ETF 0.0%
Value ($000) $4 Shares 30 Est. Cost $142.17 Unrealized
CODI Compass Diversified Holdings 0.0%
Value ($000) $4 Shares 190 Est. Cost $13.86 Unrealized +29.8%
PacWest Bancorp 0.0%
Value ($000) $4 Shares 500 Est. Cost $8.15 Unrealized
LVS Las Vegas Sands Corp 0.0%
Value ($000) $4 Shares 66 Est. Cost $56.48 Unrealized 0.0%
ORI Old Republic Intl Corp 0.0%
Value ($000) $4 Shares 150 Est. Cost $18.08 Unrealized +13.5%
UPST UPSTART HOLDINGS INC 0.0%
Value ($000) $4 Shares 100 Est. Cost $249.80 Unrealized -90.8%
FMAT Fidelity MSCI Materials ETF 0.0%
Value ($000) $4 Shares 75 Est. Cost $53.33 Unrealized
DAL Delta Air Lines Inc New 0.0%
Value ($000) $3 Shares 70 Est. Cost $37.46 Unrealized -4.2%
KD KYNDRYL HOLDINGS ORD WI 0.0%
Value ($000) $3 Shares 248 Est. Cost $21.59 Unrealized -37.3%
XYZ Square Inc 0.0%
Value ($000) $3 Shares 49 Est. Cost $132.52 Unrealized -52.9%
FBIN Fortune Brands Home & Security Inc 0.0%
Value ($000) $3 Shares 45 Est. Cost $41.95 Unrealized +44.9%
VTRS Mylan Nv 0.0%
Value ($000) $3 Shares 286 Est. Cost $13.19 Unrealized -35.8%
CCI Crown Castle Intl Corp 0.0%
Value ($000) $3 Shares 24 Est. Cost $123.92 Unrealized -17.4%
CRON Cronos Group Inc 0.0%
Value ($000) $3 Shares 1,380 Est. Cost $7.65 Unrealized -76.1%
TOWN Townebank Portsmouth Va 0.0%
Value ($000) $3 Shares 116 Est. Cost $31.86 Unrealized -24.6%
QQQJ Invesco NASDAQ Next Gen 100 ETF 0.0%
Value ($000) $3 Shares 100 Est. Cost $29.07 Unrealized
APP APPLOVIN CORP CL A 0.0%
Value ($000) $3 Shares 100 Est. Cost $69.05 Unrealized -70.1%
MET Metlife Inc 0.0%
Value ($000) $2 Shares 43 Est. Cost $65.10 Unrealized -21.3%
NIO NIO INC ADS REPSTG CL A ORD SHS 0.0%
Value ($000) $2 Shares 243 Est. Cost $20151.31 Unrealized
LYFT Lyft Inc 0.0%
Value ($000) $2 Shares 244 Est. Cost $55.82 Unrealized -82.8%
PTON Peloton Interactive Inc 0.0%
Value ($000) $2 Shares 300 Est. Cost $73.73 Unrealized -88.5%
IIPR Innovative Industrial Properties Inc 0.0%
Value ($000) $2 Shares 32 Est. Cost $75014.66 Unrealized
ST Sensata Technologies Holding N.V. 0.0%
Value ($000) $2 Shares 50 Est. Cost $46.64 Unrealized -5.9%
HBAN Huntington Bancshs Inc 0.0%
Value ($000) $2 Shares 194 Est. Cost $11.46 Unrealized -17.4%
KRG Kite Realty Group Trust 0.0%
Value ($000) $2 Shares 90 Est. Cost $22.34 Unrealized
Fisker Inc Ordinary Shares - Class A 0.0%
Value ($000) $2 Shares 350 Est. Cost $14651.43 Unrealized
CCL Carnival Corp New 0.0%
Value ($000) $2 Shares 100 Est. Cost $28.00 Unrealized -58.2%
LTC LTC Properties Inc 0.0%
Value ($000) $2 Shares 50 Est. Cost $40.00 Unrealized
TG Tredegar Corporation 0.0%
Value ($000) $2 Shares 240 Est. Cost $10.34 Unrealized -24.6%
BYND Beyond Meat Inc 0.0%
Value ($000) $2 Shares 123 Est. Cost $144.92 Unrealized -91.2%
SAN Banco Santander SA 0.0%
Value ($000) $1 Shares 400 Est. Cost $2.50 Unrealized
WBD WARNER BROS. DISCOVERY SRS A ORD WI 0.0%
Value ($000) $1 Shares 110 Est. Cost $18.55 Unrealized -30.0%
GTBIF Green Thumb Industries Inc 0.0%
Value ($000) $1 Shares 168 Est. Cost $31.77 Unrealized -76.6%
ELME Washington REIT 0.0%
Value ($000) $1 Shares 75 Est. Cost $17.41 Unrealized
Tilray Inc 0.0%
Value ($000) $1 Shares 751 Est. Cost $6043.65 Unrealized
DNUT Krispy Kreme Inc 0.0%
Value ($000) $1 Shares 75 Est. Cost $14.39 Unrealized +1.1%
CURLF Curaleaf Holdings Inc 0.0%
Value ($000) $1 Shares 356 Est. Cost $15.44 Unrealized -82.3%
JAZZ Jazz Pharmaceuticals PLC 0.0%
Value ($000) $1 Shares 8 Est. Cost $167.80 Unrealized -19.8%
RWO SPDR Dow Jones Global Real Estate ETF 0.0%
Value ($000) $1 Shares 21 Est. Cost $47.62 Unrealized
YEXT Yext Inc 0.0%
Value ($000) $1 Shares 70 Est. Cost $13.92 Unrealized -31.7%
ADPT Adaptive Biotechnologies Corp 0.0%
Value ($000) $1 Shares 113 Est. Cost $38.88 Unrealized -80.9%
FNB F N B Corp 0.0%
Value ($000) $1 Shares 63 Est. Cost $10.32 Unrealized 0.0%
MSOS AdvisorShares Pure US Cannabis ETF 0.0%
Value ($000) $1 Shares 119 Est. Cost $42403.36 Unrealized
WAB Wabtec 0.0%
Value ($000) $1 Shares 6 Est. Cost $100.52 Unrealized -2.6%
GCI LIBERTY INC XXX SUBMITTED FOR ESCROW CL A 0.0%
Value ($000) $1 Shares 3,631 Est. Cost $0.18 Unrealized
PSEC Prospect Cap Corp 0.0%
Value ($000) $1 Shares 100 Est. Cost $4.94 Unrealized -11.9%
Co-Diagnostics Inc 0.0%
Value ($000) $1 Shares 525 Est. Cost $7620.95 Unrealized
CRLBF Cresco Labs Inc 0.0%
Value ($000) $1 Shares 386 Est. Cost $13.58 Unrealized -88.3%
ARMOUR Residential REIT Inc 0.0%
Value ($000) $1 Shares 103 Est. Cost $9.80 Unrealized
MBC MasterBrand Inc 0.0%
Value ($000) $1 Shares 45 Est. Cost $8.19 Unrealized +17.1%
TCNNF Trulieve Cannabis Corp 0.0%
Value ($000) $0 Shares 126 Est. Cost $35.44 Unrealized -86.9%
BROOKFIELD REINSRNC EX VOTN CL A ORD 0.0%
Value ($000) $0 Shares 13 Est. Cost $33.85 Unrealized
AKTSQ Akoustis Technologies Inc 0.0%
Value ($000) $0 Shares 125 Est. Cost $10.57 Unrealized -71.0%
BLOK Amplify Transformational Data Shrg ETF 0.0%
Value ($000) $0 Shares 15 Est. Cost $55866.67 Unrealized
AMBP Ardagh Metal Packaging SA 0.0%
Value ($000) $0 Shares 87 Est. Cost $5.44 Unrealized -48.4%
DKS Dicks Sporting Goods Inc 0.0%
Value ($000) $0 Shares 2 Est. Cost $28.54 Unrealized +348.9%
Village Bk & Tr Finlcorp 0.0%
Value ($000) $0 Shares 7 Est. Cost $33000.00 Unrealized
SPRO Spero Therapeutics Inc 0.0%
Value ($000) $0 Shares 187 Est. Cost $13.97 Unrealized -87.8%
AFRM Affirm Holdings Inc 0.0%
Value ($000) $0 Shares 15 Est. Cost $52.33 Unrealized -74.7%
Escrow Altegrity Inc Com 0.0%
Value ($000) $0 Shares 57 Est. Cost $17.54 Unrealized
CMPS Compass Pathways PLC 0.0%
Value ($000) $0 Shares 25 Est. Cost $7708.63 Unrealized
BITO PROSHARES BITCOIN STRATEGY ETF 0.0%
Value ($000) $0 Shares 12 Est. Cost $30.12 Unrealized
Canopy Growth Corp 0.0%
Value ($000) $0 Shares 485 Est. Cost $20582.55 Unrealized
NTDOY Nintendo Ltd Adr 0.0%
Value ($000) $0 Shares 15 Est. Cost $10122.66 Unrealized
MTCH MATCH GROUP ORD 0.0%
Value ($000) $0 Shares 4 Est. Cost $35.72 Unrealized 0.0%
IAC IAC/InterActiveCorp 0.0%
Value ($000) $0 Shares 2 Est. Cost $45.81 Unrealized 0.0%
OGN Organon &Co Common Stock 0.0%
Value ($000) $0 Shares 6 Est. Cost $19.10 Unrealized 0.0%
Planet 13 Holdings Inc 0.0%
Value ($000) $0 Shares 200 Est. Cost $7105.00 Unrealized
ONL ORION OFFICE REIT INC COM 0.0%
Value ($000) $0 Shares 17 Est. Cost $19.05 Unrealized
BKCH Global X Blockchain ETF 0.0%
Value ($000) $0 Shares 3 Est. Cost $13.00 Unrealized
OrganiGram Holdings Inc 0.0%
Value ($000) $0 Shares 200 Est. Cost $0.39 Unrealized
CEL-SCI Corp 0.0%
Value ($000) $0 Shares 28 Est. Cost Unrealized
Wells Fargo & Co Pfd 0.0%
Value ($000) $0 Shares 59 Est. Cost $1.41 Unrealized
UA UNDER ARMOUR INC-CLASS C 0.0%
Value ($000) $0 Shares 8 Est. Cost $7.63 Unrealized -3.8%
BW Babcock & Wilcox Enterprises Inc 0.0%
Value ($000) $0 Shares 9 Est. Cost $8.01 Unrealized -26.8%
ZIMVIE ORD WI 0.0%
Value ($000) $0 Shares 4 Est. Cost $7.25 Unrealized
TMPOQ TEMPO AUTOMATION HOLDINGS ORD 0.0%
Value ($000) $0 Shares 100 Est. Cost $0.78 Unrealized
SHIFT TECHNOLOGIES CL A ORD 0.0%
Value ($000) $0 Shares 14 Est. Cost $1.14 Unrealized
JBLU Jetblue Airways Corp 0.0%
Value ($000) $0 Shares 3 Est. Cost $18.96 Unrealized -61.7%
ARVLF ARRIVAL ORD 0.0%
Value ($000) $0 Shares 10 Est. Cost $14.75 Unrealized -78.6%
Vimeo Inc 0.0%
Value ($000) $0 Shares 3 Est. Cost $4.00 Unrealized
1/100000 Wells Fargo Pfd (NV) 0.0%
Value ($000) $0 Shares 62,200 Est. Cost Unrealized
MMNFQ MedMen Enterprises Inc 0.0%
Value ($000) $0 Shares 125 Est. Cost $0.23 Unrealized -91.4%
SINTX TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $1.00 Unrealized
VRTHF Indigenous Bloom Hemp Corp 0.0%
Value ($000) $0 Shares 50 Est. Cost $0.01 Unrealized 0.0%
APW 0.0%
Value ($000) $0 Shares 160 Est. Cost Unrealized
Validian Corp 0.0%
Value ($000) $0 Shares 40,000 Est. Cost Unrealized
PGN1EUR Paragon Offshore PLC 0.0%
Value ($000) $0 Shares 245 Est. Cost Unrealized
Performance Sports Group Ltd 0.0%
Value ($000) $0 Shares 35 Est. Cost Unrealized
Amcore Financial Inc. 0.0%
Value ($000) $0 Shares 40 Est. Cost Unrealized
Contra Abiomed Inc Com 0.0%
Value ($000) $0 Shares 200 Est. Cost Unrealized
Luxeyard Inc (NV) 0.0%
Value ($000) $0 Shares 150 Est. Cost Unrealized
Comwlth Bankshares 0.0%
Value ($000) $0 Shares 1,100 Est. Cost Unrealized
Advanced Explorations Inc 0.0%
Value ($000) $0 Shares 100 Est. Cost Unrealized
Nova BioGenetics Inc. 0.0%
Value ($000) $0 Shares 28 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