Heritage Wealth Advisors Diversified Active

CIK: 0001591122 · Show all filings

Period: Q4 2023 (← Previous) (Next →)

Filing Date: Dec 12, 2024

Total Value ($000): $2,011,072 (100.0% shares, 0.0% debt)

Holdings (569)

IVV IShares S&P 500 Index 16.1%
Value ($000) $322,846 Shares 675,934 Est. Cost $11184.85 Unrealized
VTIP Vanguard Short-Term Infl-Prot Secs ETF 10.6%
Value ($000) $213,727 Shares 4,500,471 Est. Cost $46.76 Unrealized
IEFA iShares Core MSCI EAFE 5.8%
Value ($000) $115,913 Shares 1,647,659 Est. Cost $14193.04 Unrealized
MSFT Microsoft Corp 3.1%
Value ($000) $62,709 Shares 166,761 Est. Cost $179.38 Unrealized +95.3%
ITOT iShares Core S&P Total US Stock Mkt 2.8%
Value ($000) $56,370 Shares 535,684 Est. Cost $22799.50 Unrealized
IWS iShares Russell Midcap Value 2.7%
Value ($000) $54,384 Shares 467,654 Est. Cost $11560.03 Unrealized
AAPL Apple Computer Inc 2.7%
Value ($000) $53,627 Shares 278,540 Est. Cost $107.44 Unrealized +70.1%
SPY SPDR S&P 500 Index 2.5%
Value ($000) $50,480 Shares 106,204 Est. Cost $2068.85 Unrealized
MRK Merck & Co Inc 2.5%
Value ($000) $49,970 Shares 458,352 Est. Cost $70.44 Unrealized +37.4%
UNH Unitedhealth Group Inc 2.5%
Value ($000) $49,570 Shares 94,155 Est. Cost $344.66 Unrealized +48.4%
BRK/B Berkshire Hathaway Cl B 2.2%
Value ($000) $44,532 Shares 124,858 Est. Cost $232.90 Unrealized +50.7%
MA Mastercard Inc 2.1%
Value ($000) $42,684 Shares 100,077 Est. Cost $323.98 Unrealized +22.6%
BN Brookfield Corporation 2.1%
Value ($000) $42,650 Shares 1,063,055 Est. Cost $21.94 Unrealized +2.0%
GOOG Alphabet Inc. Class C 2.1%
Value ($000) $41,746 Shares 296,220 Est. Cost $108.38 Unrealized +24.3%
JNJ Johnson & Johnson 2.0%
Value ($000) $41,021 Shares 261,714 Est. Cost $137.45 Unrealized +4.5%
CMCSA Comcast Corp New Cl A 2.0%
Value ($000) $40,829 Shares 931,116 Est. Cost $37.95 Unrealized +5.6%
IEMG iShares Core MSCI Emerging Markets ETF 2.0%
Value ($000) $39,823 Shares 787,333 Est. Cost $22338.09 Unrealized
MDT Medtronic Inc 1.9%
Value ($000) $39,043 Shares 473,941 Est. Cost $84.05 Unrealized -15.0%
PEP Pepsico Incorporated 1.9%
Value ($000) $38,365 Shares 225,892 Est. Cost $123.57 Unrealized +24.4%
COP Conocophillips 1.9%
Value ($000) $38,126 Shares 328,473 Est. Cost $70.04 Unrealized +56.7%
RTX Raytheon Technologies Ord 1.8%
Value ($000) $37,203 Shares 442,151 Est. Cost $73.30 Unrealized +3.2%
ADP Auto Data Processing 1.7%
Value ($000) $34,634 Shares 148,663 Est. Cost $228.17 Unrealized -2.7%
PGR Progressive Corp Ohio 1.6%
Value ($000) $32,938 Shares 206,794 Est. Cost $83.50 Unrealized +71.7%
UNP Union Pacific Corp 1.6%
Value ($000) $32,840 Shares 133,703 Est. Cost $171.07 Unrealized +22.3%
PNC Pnc Finl Services Gp Inc 1.6%
Value ($000) $31,679 Shares 204,582 Est. Cost $115.11 Unrealized +4.2%
HD Home Depot Inc 1.4%
Value ($000) $29,087 Shares 83,933 Est. Cost $243.88 Unrealized +20.4%
WMT Wal-Mart Stores Inc 1.4%
Value ($000) $28,332 Shares 179,718 Est. Cost $38.75 Unrealized +33.3%
MCD Mc Donalds Corp 1.3%
Value ($000) $25,870 Shares 87,247 Est. Cost $253.40 Unrealized +2.1%
MKL Markel Group Inc 1.0%
Value ($000) $20,489 Shares 14,430 Est. Cost $1102.47 Unrealized +28.7%
VT Vanguard Total World Stock ETF 1.0%
Value ($000) $19,318 Shares 187,771 Est. Cost $102.85 Unrealized
VOO Vanguard 500 ETF 0.8%
Value ($000) $16,192 Shares 37,069 Est. Cost $4759.75 Unrealized
ACWX iShares MSCI ACWI ex US ETF 0.8%
Value ($000) $15,906 Shares 311,640 Est. Cost $47.15 Unrealized
WMB Williams Companies 0.7%
Value ($000) $14,751 Shares 423,516 Est. Cost $23.50 Unrealized +36.9%
EFA iShares MSCI EAFE 0.7%
Value ($000) $13,139 Shares 174,372 Est. Cost $557.80 Unrealized
EPD Enterprise Prd Prtnrs Lp 0.5%
Value ($000) $9,151 Shares 347,277 Est. Cost $8482.26 Unrealized
VIG Vanguard Dividend Appreciation 0.4%
Value ($000) $8,735 Shares 51,260 Est. Cost $2260.09 Unrealized
VTV Vanguard Value ETF 0.4%
Value ($000) $8,487 Shares 56,766 Est. Cost $149.49 Unrealized
PM Philip Morris Intl Inc 0.4%
Value ($000) $7,954 Shares 84,547 Est. Cost $59.97 Unrealized +39.6%
GOOGL Alphabet Inc. Class A 0.3%
Value ($000) $5,445 Shares 38,982 Est. Cost $108.04 Unrealized +23.4%
V Visa Inc 0.3%
Value ($000) $5,225 Shares 20,070 Est. Cost $175.71 Unrealized +38.1%
EEM iShares MSCI Emrg Mkt Fd 0.2%
Value ($000) $4,888 Shares 121,558 Est. Cost $527.55 Unrealized
FRFHF Fairfax Financial Hldgs Ltd Sub Vtg 0.2%
Value ($000) $4,821 Shares 5,200 Est. Cost $785.60 Unrealized +8.2%
IVW Ishares S&P 500 Growth 0.2%
Value ($000) $4,525 Shares 60,246 Est. Cost $95.23 Unrealized
AMZN Amazon Com Inc 0.2%
Value ($000) $4,342 Shares 28,577 Est. Cost $126.00 Unrealized +11.2%
XLK Sector Spdr Tech Select 0.2%
Value ($000) $3,870 Shares 20,106 Est. Cost $131.45 Unrealized
MO Altria Group Inc 0.2%
Value ($000) $3,724 Shares 92,309 Est. Cost $27.04 Unrealized +28.7%
XOM Exxon Mobil Corporation 0.2%
Value ($000) $3,594 Shares 35,944 Est. Cost $55.17 Unrealized +76.9%
IJJ Ishares S&P Midcap 0.2%
Value ($000) $3,575 Shares 37,748 Est. Cost $94.72 Unrealized
NVDA Nvidia Corp 0.2%
Value ($000) $3,542 Shares 7,152 Est. Cost $25.71 Unrealized +80.1%
OEF iShares S&P 100 0.2%
Value ($000) $3,168 Shares 14,182 Est. Cost $124462.13 Unrealized
JPM Jpmorgan Chase & Co 0.1%
Value ($000) $2,756 Shares 16,204 Est. Cost $95.47 Unrealized +51.8%
MDLZ Mondelez Intl Inc Cl A 0.1%
Value ($000) $2,558 Shares 35,315 Est. Cost $34.21 Unrealized +88.0%
LOW Lowes Companies Inc 0.1%
Value ($000) $2,495 Shares 11,211 Est. Cost $149.93 Unrealized +29.9%
CSX C S X Corp 0.1%
Value ($000) $2,410 Shares 69,513 Est. Cost $23.31 Unrealized +32.4%
1/100 Berkshire Htwy Cla 0.1%
Value ($000) $2,171 Shares 400 Est. Cost $1627153.80 Unrealized
RSP Invesco S&P 500 Equal Weight ETF 0.1%
Value ($000) $2,130 Shares 13,498 Est. Cost $25195.90 Unrealized
ELV Anthem Inc 0.1%
Value ($000) $2,109 Shares 4,472 Est. Cost $358.01 Unrealized +24.8%
ESGD iShares ESG Aware MSCI EAFE ETF 0.1%
Value ($000) $1,909 Shares 25,273 Est. Cost $963.99 Unrealized
COST Costco Whsl Corp New 0.1%
Value ($000) $1,909 Shares 2,892 Est. Cost $327.02 Unrealized +75.4%
ORCL Oracle Corporation 0.1%
Value ($000) $1,780 Shares 16,886 Est. Cost $58.02 Unrealized +83.9%
VO Vanguard Mid-Cap ETF 0.1%
Value ($000) $1,728 Shares 7,426 Est. Cost $94674.59 Unrealized
CVX Chevron Corporation 0.1%
Value ($000) $1,700 Shares 11,400 Est. Cost $96.28 Unrealized +43.1%
PG Procter & Gamble 0.1%
Value ($000) $1,581 Shares 10,791 Est. Cost $100.94 Unrealized +39.3%
TFC Truist Finl Corp Com 0.1%
Value ($000) $1,574 Shares 42,641 Est. Cost $37.13 Unrealized -24.0%
RJF Raymond James Finl Inc 0.1%
Value ($000) $1,520 Shares 13,636 Est. Cost $64.74 Unrealized +54.1%
VALQ American Century U.S. Quality Value ETF 0.1%
Value ($000) $1,475 Shares 27,779 Est. Cost $27104.83 Unrealized
UVV Universal Corp Va 0.1%
Value ($000) $1,456 Shares 21,633 Est. Cost $47.63 Unrealized +12.4%
ABBV Abbvie Inc Com Usd0.01 0.1%
Value ($000) $1,451 Shares 9,365 Est. Cost $86.46 Unrealized +57.0%
ZTS Zoetis Inc 0.1%
Value ($000) $1,365 Shares 6,914 Est. Cost $154.44 Unrealized +11.9%
ITW Illinois Tool Works Inc 0.1%
Value ($000) $1,346 Shares 5,139 Est. Cost $135.04 Unrealized +68.3%
TMO Thermo Electron Corp 0.1%
Value ($000) $1,341 Shares 2,526 Est. Cost $446.20 Unrealized +7.7%
GD General Dynamics Corp 0.1%
Value ($000) $1,322 Shares 5,092 Est. Cost $131.24 Unrealized +78.5%
NSC Norfolk Southern Corp 0.1%
Value ($000) $1,289 Shares 5,455 Est. Cost $156.10 Unrealized +28.2%
VTI Vanguard Total Stock Mkt 0.1%
Value ($000) $1,288 Shares 5,430 Est. Cost $21637.95 Unrealized
IWR Ishares Russell Midcap 0.1%
Value ($000) $1,224 Shares 15,750 Est. Cost $55.87 Unrealized
ESGE iShares ESG Aware MSCI EM ETF 0.1%
Value ($000) $1,220 Shares 38,047 Est. Cost $429.36 Unrealized
ABT Abbott Laboratories 0.1%
Value ($000) $1,203 Shares 10,930 Est. Cost $79.06 Unrealized +21.5%
CSCO Cisco Systems Inc 0.1%
Value ($000) $1,200 Shares 23,752 Est. Cost $34.98 Unrealized +37.2%
IWM Ishares Russell 2000 0.1%
Value ($000) $1,156 Shares 5,759 Est. Cost $9739.84 Unrealized
UPS United Parcel Service B 0.1%
Value ($000) $1,109 Shares 7,053 Est. Cost $117.55 Unrealized +14.2%
IWB Ishares Tr Russell 0.1%
Value ($000) $1,101 Shares 4,200 Est. Cost $12681.60 Unrealized
KO Coca Cola Company 0.1%
Value ($000) $1,083 Shares 18,370 Est. Cost $35.81 Unrealized +48.7%
PICK iShares MSCI Global Mtls&Mng Prdcrs ETF 0.1%
Value ($000) $1,082 Shares 25,116 Est. Cost $43.07 Unrealized
AMGN Amgen Incorporated 0.1%
Value ($000) $1,037 Shares 3,599 Est. Cost $141.34 Unrealized +80.5%
QCOM Qualcomm Inc 0.0%
Value ($000) $1,001 Shares 6,922 Est. Cost $82.34 Unrealized +43.7%
BAC Bank Of America Corp 0.0%
Value ($000) $993 Shares 29,486 Est. Cost $20.52 Unrealized +34.6%
INTU Intuit Inc 0.0%
Value ($000) $959 Shares 1,534 Est. Cost $382.46 Unrealized +42.4%
DFAC DIMENSIONAL U S CORE EQUITY 2 ETF 0.0%
Value ($000) $947 Shares 32,405 Est. Cost $26980.00 Unrealized
ACH Owens & Minor Inc Hldg Co 0.0%
Value ($000) $904 Shares 46,894 Est. Cost $26.00 Unrealized -30.3%
GLDM SPDR Gold MiniShares 0.0%
Value ($000) $903 Shares 22,083 Est. Cost $40.91 Unrealized
XLU Select Sector Spdr Trust The Utilities Select Sect 0.0%
Value ($000) $897 Shares 14,168 Est. Cost $35182.43 Unrealized
APD Air Prod & Chemicals Inc 0.0%
Value ($000) $897 Shares 3,275 Est. Cost $117.57 Unrealized +120.5%
ADBE Adobe Systems Inc 0.0%
Value ($000) $894 Shares 1,499 Est. Cost $456.34 Unrealized +26.4%
DEO Diageo Plc New Adr 0.0%
Value ($000) $891 Shares 6,114 Est. Cost $14152.85 Unrealized
SBUX Starbucks Corp 0.0%
Value ($000) $890 Shares 9,273 Est. Cost $75.62 Unrealized +21.9%
VB Vanguard Small Cap 0.0%
Value ($000) $872 Shares 4,088 Est. Cost $175767.45 Unrealized
TT Trane Technologies PLC 0.0%
Value ($000) $870 Shares 3,565 Est. Cost $103.24 Unrealized +107.8%
MINT PIMCO Enhanced Short Maturity Active ETF 0.0%
Value ($000) $866 Shares 8,683 Est. Cost $99.78 Unrealized
D Dominion Res Inc Va New 0.0%
Value ($000) $851 Shares 18,111 Est. Cost $59.44 Unrealized -32.4%
AMAT Applied Materials Inc 0.0%
Value ($000) $837 Shares 5,163 Est. Cost $63.04 Unrealized +128.7%
HON Honeywell International 0.0%
Value ($000) $823 Shares 3,925 Est. Cost $136.66 Unrealized +26.1%
UBSI United Bankshares Inc 0.0%
Value ($000) $817 Shares 21,760 Est. Cost $35.58 Unrealized -10.7%
NUMV Nuveen ESG Mid-Cap Value ETF 0.0%
Value ($000) $816 Shares 25,864 Est. Cost $317.83 Unrealized
PLYM Plymouth Industrial REIT Inc 0.0%
Value ($000) $797 Shares 33,100 Est. Cost $15.02 Unrealized
AUB Atlantic Un Bankshares Corp 0.0%
Value ($000) $773 Shares 21,167 Est. Cost $27.49 Unrealized +4.4%
UDR Utd Dominion Rlty Tr Inc 0.0%
Value ($000) $773 Shares 20,198 Est. Cost $30.95 Unrealized +3.1%
BSV Vanguard Short-Term Bond ETF 0.0%
Value ($000) $764 Shares 9,923 Est. Cost $77.02 Unrealized
Blackrock Inc 0.0%
Value ($000) $764 Shares 941 Est. Cost $2223.93 Unrealized
CAT Caterpillar Inc 0.0%
Value ($000) $756 Shares 2,556 Est. Cost $141.34 Unrealized +77.7%
MCHP Microchip Technology Inc 0.0%
Value ($000) $722 Shares 8,005 Est. Cost $47.35 Unrealized +62.5%
IBM Intl Business Machines 0.0%
Value ($000) $717 Shares 4,382 Est. Cost $105.15 Unrealized +34.6%
BX Blackstone Group LP 0.0%
Value ($000) $710 Shares 5,421 Est. Cost $41.83 Unrealized +144.0%
XLV Sector Spdr Health Fund 0.0%
Value ($000) $699 Shares 5,124 Est. Cost $8737.61 Unrealized
IYH iShares US Healthcare 0.0%
Value ($000) $698 Shares 2,440 Est. Cost $174533.50 Unrealized
SCHP Schwab US Tips ETF 0.0%
Value ($000) $673 Shares 12,900 Est. Cost $61160.00 Unrealized
IWP Ishares Russell Midcap Growth 0.0%
Value ($000) $672 Shares 6,434 Est. Cost $99.52 Unrealized
ISRG Intuitive Surgical New 0.0%
Value ($000) $672 Shares 1,992 Est. Cost $250.06 Unrealized +19.2%
META Meta Platforms Inc 0.0%
Value ($000) $671 Shares 1,895 Est. Cost $235.88 Unrealized +37.1%
WM Waste Management, INC. 0.0%
Value ($000) $668 Shares 3,731 Est. Cost $111.66 Unrealized +45.5%
EMR Emerson Electric Co 0.0%
Value ($000) $667 Shares 6,857 Est. Cost $59.77 Unrealized +47.4%
AXP American Express Company 0.0%
Value ($000) $667 Shares 3,561 Est. Cost $97.27 Unrealized +61.4%
TXN Texas Instruments Inc 0.0%
Value ($000) $653 Shares 3,829 Est. Cost $139.57 Unrealized +4.2%
IJS Ishares S&P Smcap Value 0.0%
Value ($000) $646 Shares 6,270 Est. Cost $101.18 Unrealized
SYY Sysco Corporation 0.0%
Value ($000) $642 Shares 8,784 Est. Cost $32.93 Unrealized +97.1%
DIS Disney Walt Co 0.0%
Value ($000) $642 Shares 7,109 Est. Cost $117.85 Unrealized -26.9%
XLF Sector Spdr Fincl Select 0.0%
Value ($000) $636 Shares 16,909 Est. Cost $2789.39 Unrealized
IWN Ishares Russell 2000 Value ETF 0.0%
Value ($000) $631 Shares 4,060 Est. Cost $13406.76 Unrealized
KMX Carmax Inc 0.0%
Value ($000) $613 Shares 7,982 Est. Cost $74.05 Unrealized -9.2%
INTC Intel Corp 0.0%
Value ($000) $612 Shares 12,184 Est. Cost $42.75 Unrealized -6.3%
Tri Continental Corp 0.0%
Value ($000) $611 Shares 21,183 Est. Cost $19.97 Unrealized
VCSH Vanguard Short-Term Corp Bond ETF 0.0%
Value ($000) $594 Shares 7,680 Est. Cost $77.37 Unrealized
VNQ Vanguard Reit 0.0%
Value ($000) $593 Shares 6,709 Est. Cost $4663.87 Unrealized
QQQ PowerShares QQQ ETF 0.0%
Value ($000) $579 Shares 1,414 Est. Cost $20728.80 Unrealized
GE General Electric Company 0.0%
Value ($000) $574 Shares 4,500 Est. Cost $53.80 Unrealized +70.0%
Brookfield Renewable Corp Ordinary Shares - Class 0.0%
Value ($000) $574 Shares 19,939 Est. Cost $657.59 Unrealized
NFLX Netflix Inc 0.0%
Value ($000) $565 Shares 1,160 Est. Cost $23.54 Unrealized +85.4%
VOOV Vanguard S&P 500 Value ETF 0.0%
Value ($000) $560 Shares 3,334 Est. Cost $21242.92 Unrealized
GS Goldman Sachs Group Inc 0.0%
Value ($000) $555 Shares 1,438 Est. Cost $304.67 Unrealized +4.3%
FFXDF Fairfax India Ho-Sub Com Sub Vtg Shs Isi 0.0%
Value ($000) $550 Shares 36,200 Est. Cost $15.95 Unrealized -16.7%
MS Morgan Stanley 0.0%
Value ($000) $538 Shares 5,766 Est. Cost $58.77 Unrealized +27.3%
LLY Eli Lilly and Co 0.0%
Value ($000) $522 Shares 895 Est. Cost $132.46 Unrealized +334.2%
CTAS Cintas Corp 0.0%
Value ($000) $521 Shares 864 Est. Cost $97.48 Unrealized +35.1%
BIIB Biogen Idec Inc 0.0%
Value ($000) $518 Shares 2,000 Est. Cost $261.39 Unrealized -6.0%
TGT Target Corporation 0.0%
Value ($000) $491 Shares 3,445 Est. Cost $130.22 Unrealized -13.2%
PFE Pfizer Incorporated 0.0%
Value ($000) $477 Shares 16,583 Est. Cost $29.17 Unrealized -9.5%
NEU Newmarket Corporation 0.0%
Value ($000) $475 Shares 871 Est. Cost $325.71 Unrealized +48.6%
FISV Fiserv Inc 0.0%
Value ($000) $472 Shares 3,550 Est. Cost $104.61 Unrealized +17.3%
RLI R L I Corp 0.0%
Value ($000) $466 Shares 3,500 Est. Cost $39.52 Unrealized +56.6%
VEA Vanguard FTSE International 0.0%
Value ($000) $464 Shares 9,696 Est. Cost $47.62 Unrealized
BR Broadridge Finl Solution 0.0%
Value ($000) $464 Shares 2,256 Est. Cost $31.74 Unrealized +461.2%
DUK Duke Energy New 0.0%
Value ($000) $459 Shares 4,730 Est. Cost $60.44 Unrealized +38.7%
BAM Brookfield Asset Management 0.0%
Value ($000) $436 Shares 10,849 Est. Cost $27.10 Unrealized +16.1%
ALB Albemarle Corp 0.0%
Value ($000) $433 Shares 3,000 Est. Cost $111.68 Unrealized +18.3%
DHR Danaher Corp Del 0.0%
Value ($000) $430 Shares 1,860 Est. Cost $166.90 Unrealized +26.0%
SO The Southern Company 0.0%
Value ($000) $428 Shares 6,104 Est. Cost $49.44 Unrealized +28.9%
MAR Marriott Intl Inc Cl A 0.0%
Value ($000) $426 Shares 1,891 Est. Cost $152.20 Unrealized +30.4%
NDAQ Nasdaq Stock Market Inc 0.0%
Value ($000) $426 Shares 7,332 Est. Cost $50.51 Unrealized +1.4%
VYM Vanguard Index Funds Vanguard High Dividend Yield 0.0%
Value ($000) $412 Shares 3,687 Est. Cost $47125.48 Unrealized
NEE Nextera Energy Inc Com 0.0%
Value ($000) $399 Shares 6,577 Est. Cost $62.04 Unrealized -13.8%
ACN Accenture Ltd Cl A 0.0%
Value ($000) $395 Shares 1,126 Est. Cost $233.80 Unrealized +33.7%
BK Bank of New York Mellon Corp. 0.0%
Value ($000) $395 Shares 7,589 Est. Cost $33.70 Unrealized +29.6%
CI Cigna Corp 0.0%
Value ($000) $393 Shares 1,314 Est. Cost $188.88 Unrealized +48.6%
VZ Verizon Communications 0.0%
Value ($000) $380 Shares 10,086 Est. Cost $33.90 Unrealized -8.6%
PAYX Paychex Inc 0.0%
Value ($000) $379 Shares 3,178 Est. Cost $100.05 Unrealized +11.0%
URI United Rentals Inc 0.0%
Value ($000) $377 Shares 657 Est. Cost $146.85 Unrealized +215.1%
AGG Ishares Barclays Aggregate Bond 0.0%
Value ($000) $371 Shares 3,741 Est. Cost $32927.54 Unrealized
VLO Valero Energy Corp New 0.0%
Value ($000) $358 Shares 2,755 Est. Cost $61.34 Unrealized +94.6%
NOC Northrop Grumman Corp 0.0%
Value ($000) $352 Shares 751 Est. Cost $360.32 Unrealized +25.5%
NUE Nucor Corp 0.0%
Value ($000) $348 Shares 2,000 Est. Cost $53.04 Unrealized +189.0%
AJG Arthur J Gallagher & Co 0.0%
Value ($000) $337 Shares 1,498 Est. Cost $65.89 Unrealized +252.7%
ARCC Ares Capital Corp 0.0%
Value ($000) $329 Shares 16,434 Est. Cost $9.99 Unrealized +59.7%
AMD Advanced Micro Devices 0.0%
Value ($000) $324 Shares 2,196 Est. Cost $113.47 Unrealized +3.9%
FAST Fastenal Co 0.0%
Value ($000) $324 Shares 4,996 Est. Cost $27.64 Unrealized +3.8%
NSRGY Nestle S A Reg B Adr 0.0%
Value ($000) $322 Shares 2,789 Est. Cost $20994.93 Unrealized
VHT Vanguard Health Care ETF 0.0%
Value ($000) $316 Shares 1,262 Est. Cost $172419.16 Unrealized
TDY Teledyne Technologies 0.0%
Value ($000) $316 Shares 708 Est. Cost $230.20 Unrealized +74.4%
AON Aon Plc Com Usd0.01 Cl A 0.0%
Value ($000) $306 Shares 1,053 Est. Cost $268.31 Unrealized +17.5%
DOV Dover Corporation 0.0%
Value ($000) $305 Shares 1,980 Est. Cost $132.03 Unrealized +3.5%
CRM Salesforce Com 0.0%
Value ($000) $303 Shares 1,151 Est. Cost $154.52 Unrealized +44.7%
TRV Travelers Companies Inc 0.0%
Value ($000) $293 Shares 1,540 Est. Cost $111.21 Unrealized +49.9%
BA Boeing Co 0.0%
Value ($000) $293 Shares 1,123 Est. Cost $258.25 Unrealized -17.2%
CVS C V S Corp Del 0.0%
Value ($000) $292 Shares 3,696 Est. Cost $60.98 Unrealized +7.2%
IJT Ishares S&P Small-Cap 0.0%
Value ($000) $286 Shares 2,288 Est. Cost $26932.17 Unrealized
VOE Vanguard Mid Cap Value 0.0%
Value ($000) $283 Shares 1,949 Est. Cost $111581.53 Unrealized
DXCM Dexcom Inc 0.0%
Value ($000) $277 Shares 2,236 Est. Cost $86.63 Unrealized +17.9%
STLY HG Holdings Inc 0.0%
Value ($000) $273 Shares 48,633 Est. Cost $8949.99 Unrealized
DIA Diamonds TRUST Series I 0.0%
Value ($000) $269 Shares 714 Est. Cost $266713.94 Unrealized
CBRE CBRE Group Inc 0.0%
Value ($000) $267 Shares 2,870 Est. Cost $58.25 Unrealized +33.5%
DVY Ishares Dj Select Div Fd 0.0%
Value ($000) $265 Shares 2,260 Est. Cost $84017.59 Unrealized
AVB AvalonBay Communities Inc 0.0%
Value ($000) $262 Shares 1,398 Est. Cost $138.71 Unrealized +16.5%
DE Deere & Co 0.0%
Value ($000) $260 Shares 650 Est. Cost $232.37 Unrealized +57.1%
KHC Kraft Heinz Co Com 0.0%
Value ($000) $255 Shares 6,906 Est. Cost $48.56 Unrealized -37.4%
HEFA iShares Currency Hedged MSCI EAFE 0.0%
Value ($000) $255 Shares 8,103 Est. Cost $33.94 Unrealized
MMM 3m Company 0.0%
Value ($000) $255 Shares 2,789 Est. Cost $109.12 Unrealized -30.8%
IR Ingersoll-Rand plc 0.0%
Value ($000) $250 Shares 3,230 Est. Cost $33.61 Unrealized +103.0%
NTAP NetApp Inc 0.0%
Value ($000) $241 Shares 2,730 Est. Cost $44.94 Unrealized +71.4%
BRBS Blue Ridge Bankshares Inc 0.0%
Value ($000) $239 Shares 78,805 Est. Cost $11.99 Unrealized -75.9%
IBB Ishares Nasdaq Biotechnology 0.0%
Value ($000) $238 Shares 1,750 Est. Cost $96.57 Unrealized
KMB Kimberly-Clark Corp 0.0%
Value ($000) $235 Shares 1,937 Est. Cost $109.34 Unrealized +1.7%
MCK Mckesson Corporation 0.0%
Value ($000) $235 Shares 508 Est. Cost $123.13 Unrealized +265.7%
THG Hanover Insurance Group 0.0%
Value ($000) $234 Shares 1,930 Est. Cost $125.82 Unrealized -10.2%
ADSK Autodesk Inc 0.0%
Value ($000) $234 Shares 960 Est. Cost $160.72 Unrealized +34.4%
IJR Ishares S&P Smallcap Core ETF 0.0%
Value ($000) $229 Shares 2,112 Est. Cost $106.67 Unrealized
VXUS Vanguard Total International Stock ETF 0.0%
Value ($000) $222 Shares 3,838 Est. Cost $42393.25 Unrealized
FTNT Fortinet Inc 0.0%
Value ($000) $219 Shares 3,750 Est. Cost $50.57 Unrealized +9.3%
ATR Aptargroup Inc 0.0%
Value ($000) $219 Shares 1,770 Est. Cost $103.79 Unrealized +17.7%
F Ford Motor Company New 0.0%
Value ($000) $219 Shares 17,936 Est. Cost $10.78 Unrealized -10.7%
CP Canadian Pac Railway 0.0%
Value ($000) $208 Shares 2,625 Est. Cost $75.65 Unrealized -4.7%
GLD Spdr Gold TRUST 0.0%
Value ($000) $207 Shares 1,084 Est. Cost $24988.57 Unrealized
PRU Prudential Financial Inc 0.0%
Value ($000) $206 Shares 1,990 Est. Cost $72.16 Unrealized +20.0%
FSK FS KKR Capital Corp 0.0%
Value ($000) $202 Shares 10,113 Est. Cost $8.28 Unrealized +70.9%
GILD Gilead Sciences Inc 0.0%
Value ($000) $200 Shares 2,464 Est. Cost $54.67 Unrealized +32.0%
ENB Enbridge Inc 0.0%
Value ($000) $198 Shares 5,503 Est. Cost $20.69 Unrealized +42.1%
BDX Becton Dickinson & Co 0.0%
Value ($000) $197 Shares 807 Est. Cost $236.21 Unrealized +0.1%
KBE SPDR S&P Bank ETF 0.0%
Value ($000) $194 Shares 4,219 Est. Cost $41.83 Unrealized
PLD Prologis 0.0%
Value ($000) $193 Shares 1,450 Est. Cost $105.61 Unrealized 0.0%
AVGO Avago Technologies Ltd 0.0%
Value ($000) $192 Shares 172 Est. Cost $62.57 Unrealized +47.4%
NVO Novo-Nordisk A-S Adr 0.0%
Value ($000) $191 Shares 1,850 Est. Cost $101.15 Unrealized
BMY Bristol-Myers Squibb Co 0.0%
Value ($000) $188 Shares 3,666 Est. Cost $50.98 Unrealized -7.8%
AVY Avery Dennison Corp 0.0%
Value ($000) $184 Shares 911 Est. Cost $102.10 Unrealized +75.8%
LHX L3Harris Technologies Ord 0.0%
Value ($000) $179 Shares 852 Est. Cost $195.76 Unrealized -8.1%
KNSL Kinsale Cap Group Inc Com 0.0%
Value ($000) $175 Shares 523 Est. Cost $121.52 Unrealized +204.3%
MU Micron Technology Inc 0.0%
Value ($000) $171 Shares 2,004 Est. Cost $64.33 Unrealized +14.5%
ETN Eaton Corporation 0.0%
Value ($000) $170 Shares 705 Est. Cost $108.45 Unrealized +98.8%
COF Capital One Financial Cp 0.0%
Value ($000) $168 Shares 1,285 Est. Cost $82.20 Unrealized +27.2%
ALL Allstate Corporation 0.0%
Value ($000) $168 Shares 1,200 Est. Cost $100.15 Unrealized +24.6%
APH Amphenol Corp Cl A 0.0%
Value ($000) $167 Shares 1,688 Est. Cost $27.20 Unrealized +59.5%
ESS Essex Property TRUST Inc 0.0%
Value ($000) $166 Shares 668 Est. Cost $203.15 Unrealized 0.0%
TTC Toro Company 0.0%
Value ($000) $160 Shares 1,670 Est. Cost $81.15 Unrealized +5.6%
EW Edwards Lifesciences Cp 0.0%
Value ($000) $157 Shares 2,063 Est. Cost $93.20 Unrealized -25.3%
PH Parker-Hannifin Corp 0.0%
Value ($000) $157 Shares 340 Est. Cost $241.16 Unrealized +68.8%
MAIN Main Str Cap Corp Com 0.0%
Value ($000) $156 Shares 3,600 Est. Cost $39.62 Unrealized +3.1%
SRE Sempra Energy 0.0%
Value ($000) $153 Shares 2,042 Est. Cost $57.62 Unrealized +15.8%
NVS Novartis A G Spon Adr 0.0%
Value ($000) $152 Shares 1,505 Est. Cost $24154.78 Unrealized
HCA Hca Inc 0.0%
Value ($000) $151 Shares 558 Est. Cost $220.21 Unrealized +10.3%
EL Lauder Estee Co Inc Cl A 0.0%
Value ($000) $150 Shares 1,029 Est. Cost $236.33 Unrealized -46.2%
CB Chubb Corporation 0.0%
Value ($000) $146 Shares 645 Est. Cost $189.92 Unrealized +12.5%
EPR EPR Properties 0.0%
Value ($000) $145 Shares 3,000 Est. Cost $33130.00 Unrealized
Unilever Plc Adr New 0.0%
Value ($000) $142 Shares 2,935 Est. Cost $19157.54 Unrealized
SCHW The Charles Schwab Corp 0.0%
Value ($000) $141 Shares 2,044 Est. Cost $61.16 Unrealized -8.2%
GPC Genuine Parts Co 0.0%
Value ($000) $140 Shares 1,010 Est. Cost $118.01 Unrealized +8.9%
ROST Ross Stores Inc 0.0%
Value ($000) $136 Shares 980 Est. Cost $85.58 Unrealized +42.3%
WRB Berkley W R Corp 0.0%
Value ($000) $135 Shares 1,909 Est. Cost $25.90 Unrealized +66.1%
CNI Canadian Natl Ry Co 0.0%
Value ($000) $134 Shares 1,065 Est. Cost $80.60 Unrealized +34.6%
NXPI NXP Semiconductors NV 0.0%
Value ($000) $129 Shares 562 Est. Cost $154.32 Unrealized +25.5%
EHC Encompass Health Corp 0.0%
Value ($000) $128 Shares 1,918 Est. Cost $55.24 Unrealized +15.4%
C Citigroup Inc 0.0%
Value ($000) $126 Shares 2,450 Est. Cost $40.84 Unrealized +1.2%
OKE Oneok Inc New 0.0%
Value ($000) $124 Shares 1,766 Est. Cost $56.83 Unrealized +6.2%
IGF iShares Global Infrastructure ETF 0.0%
Value ($000) $123 Shares 2,623 Est. Cost $47.05 Unrealized
SBAC S B A Communications Cp 0.0%
Value ($000) $119 Shares 468 Est. Cost $298.82 Unrealized -27.8%
CHCO City Holding Co 0.0%
Value ($000) $117 Shares 1,061 Est. Cost $63.61 Unrealized +44.6%
USB U S Bancorp Del New 0.0%
Value ($000) $117 Shares 2,700 Est. Cost $38.10 Unrealized -13.1%
GLW Corning Inc 0.0%
Value ($000) $116 Shares 3,808 Est. Cost $29.43 Unrealized -7.8%
PALL ETFS Physical Palladium 0.0%
Value ($000) $114 Shares 1,125 Est. Cost $101.33 Unrealized
HUN Huntsman Corporation 0.0%
Value ($000) $113 Shares 4,500 Est. Cost $28.42 Unrealized -14.4%
DES WisdomTree SmallCap Dividend ETF 0.0%
Value ($000) $112 Shares 3,469 Est. Cost $27539.93 Unrealized
ADI Analog Devices Inc 0.0%
Value ($000) $111 Shares 561 Est. Cost $155.92 Unrealized +10.5%
IDXX Idexx Labs Inc 0.0%
Value ($000) $110 Shares 198 Est. Cost $426.91 Unrealized +10.0%
PTC PTC Inc 0.0%
Value ($000) $109 Shares 625 Est. Cost $119.89 Unrealized +27.9%
MSI Motorola Solutions Inc Com New 0.0%
Value ($000) $108 Shares 344 Est. Cost $235.31 Unrealized +25.7%
TSLA Tesla, Inc 0.0%
Value ($000) $104 Shares 417 Est. Cost $257.56 Unrealized -7.7%
GNR SPDR S&P Global Natural Resources ETF 0.0%
Value ($000) $103 Shares 1,822 Est. Cost $56.66 Unrealized
SPYV SPDR Portfolio S&P 500 Value ETF 0.0%
Value ($000) $103 Shares 2,200 Est. Cost $36.82 Unrealized
SCHX Schwab US Large-Cap ETF 0.0%
Value ($000) $102 Shares 1,802 Est. Cost $31677.76 Unrealized
ROKU Roku Inc Com Cl A 0.0%
Value ($000) $101 Shares 1,103 Est. Cost $68.57 Unrealized +22.0%
JBHT J B Hunt Transport Svcs 0.0%
Value ($000) $100 Shares 500 Est. Cost $163.33 Unrealized +10.9%
SCHH Schwab US REIT ETF 0.0%
Value ($000) $100 Shares 4,810 Est. Cost $20.71 Unrealized
MRNA Moderna Inc 0.0%
Value ($000) $99 Shares 1,000 Est. Cost $23.01 Unrealized +265.6%
ACU ACME UNITED CORP 0.0%
Value ($000) $99 Shares 2,300 Est. Cost $33.79 Unrealized 0.0%
ADM Archer-Daniels-Midlnd Co 0.0%
Value ($000) $97 Shares 1,345 Est. Cost $76.49 Unrealized -11.4%
CL Colgate-Palmolive Co 0.0%
Value ($000) $96 Shares 1,208 Est. Cost $68.72 Unrealized +4.4%
REGN Regeneron Pharmaceuticals 0.0%
Value ($000) $95 Shares 108 Est. Cost $689.36 Unrealized +18.8%
APO Apollo Global Management LLC Class A 0.0%
Value ($000) $93 Shares 1,000 Est. Cost $66.51 Unrealized +28.6%
VGT Vanguard Information Technology ETF 0.0%
Value ($000) $92 Shares 190 Est. Cost $25708.58 Unrealized
LUV Southwest Airlines Co 0.0%
Value ($000) $92 Shares 3,178 Est. Cost $45.99 Unrealized -46.2%
AMP Ameriprise Financial Inc 0.0%
Value ($000) $91 Shares 240 Est. Cost $255.23 Unrealized +30.7%
BP Bp Plc Adr 0.0%
Value ($000) $90 Shares 2,548 Est. Cost $23031.72 Unrealized
STX Seagate Technology 0.0%
Value ($000) $90 Shares 1,050 Est. Cost $77.58 Unrealized -9.0%
CCI Crown Castle Intl Corp 0.0%
Value ($000) $90 Shares 777 Est. Cost $90.85 Unrealized -0.0%
STN Stantec Inc 0.0%
Value ($000) $89 Shares 1,115 Est. Cost $43.95 Unrealized
HUM Humana Inc 0.0%
Value ($000) $89 Shares 195 Est. Cost $396.56 Unrealized +21.0%
SVC Hospitality Properties Trust 0.0%
Value ($000) $88 Shares 10,250 Est. Cost $8.54 Unrealized
VOT Vanguard Mid-Cap Growth ETF 0.0%
Value ($000) $87 Shares 396 Est. Cost $53976.92 Unrealized
IDCC InterDigital Inc 0.0%
Value ($000) $87 Shares 800 Est. Cost $92.54 Unrealized 0.0%
CAG Conagra Foods Inc 0.0%
Value ($000) $85 Shares 2,950 Est. Cost $25.90 Unrealized -3.8%
SLB Schlumberger Ltd 0.0%
Value ($000) $83 Shares 1,592 Est. Cost $37.68 Unrealized +35.9%
DGX Quest Diagnostic Inc 0.0%
Value ($000) $81 Shares 590 Est. Cost $126.95 Unrealized -0.5%
AEP Amer Electric Pwr Co Inc 0.0%
Value ($000) $81 Shares 997 Est. Cost $70.34 Unrealized +2.0%
NTDOY Nintendo Ltd Adr 0.0%
Value ($000) $80 Shares 6,184 Est. Cost $37.51 Unrealized
WFC Wells Fargo & Co New 0.0%
Value ($000) $79 Shares 1,606 Est. Cost $40.17 Unrealized +2.1%
IJH iShares Core S&P Mid Cap ETF 0.0%
Value ($000) $79 Shares 285 Est. Cost $207.03 Unrealized
NXST Nexstar Media Group Inc 0.0%
Value ($000) $78 Shares 500 Est. Cost $133.22 Unrealized 0.0%
AEM Agnico-Eagle Mines Ltd 0.0%
Value ($000) $77 Shares 1,400 Est. Cost $47.96 Unrealized 0.0%
GIL Gildan Activewear Inc 0.0%
Value ($000) $76 Shares 2,311 Est. Cost $25.04 Unrealized +24.7%
DOW Dow Chemical Company 0.0%
Value ($000) $75 Shares 1,370 Est. Cost $38.83 Unrealized +15.0%
CARR Carrier Global Corp-Wi 0.0%
Value ($000) $75 Shares 1,300 Est. Cost $46.29 Unrealized +11.4%
FIS Fidelity Natl Info Svcs 0.0%
Value ($000) $75 Shares 1,241 Est. Cost $52.33 Unrealized 0.0%
SLV iShares Silver Trust 0.0%
Value ($000) $74 Shares 3,382 Est. Cost $2456.36 Unrealized
TAP Molson Coors Brewing Clb 0.0%
Value ($000) $73 Shares 1,200 Est. Cost $55.95 Unrealized 0.0%
XLB Sector Spdr Materials Fd 0.0%
Value ($000) $73 Shares 850 Est. Cost $79.57 Unrealized
KLAC K L A Tencor Corp 0.0%
Value ($000) $73 Shares 125 Est. Cost $323.74 Unrealized +57.8%
RPM Rpm International Inc 0.0%
Value ($000) $72 Shares 646 Est. Cost $64.41 Unrealized +56.8%
ET Energy Transfer Equity LP 0.0%
Value ($000) $72 Shares 5,206 Est. Cost $571.59 Unrealized
SHBI Shore Bancshares Inc 0.0%
Value ($000) $71 Shares 4,995 Est. Cost $11.38 Unrealized +3.7%
O Realty Income Corp 0.0%
Value ($000) $71 Shares 1,230 Est. Cost $50.23 Unrealized -7.5%
CINF Cincinnati Financial Cp 0.0%
Value ($000) $69 Shares 671 Est. Cost $96.11 Unrealized 0.0%
NNN National Retail Properties Inc 0.0%
Value ($000) $69 Shares 1,600 Est. Cost $43.10 Unrealized
GEN NortonLifeLock Inc 0.0%
Value ($000) $69 Shares 3,005 Est. Cost $12.38 Unrealized +53.7%
CHRW C H Robinson Worldwd New 0.0%
Value ($000) $67 Shares 780 Est. Cost $95.43 Unrealized -16.8%
GTN Gray Television Inc 0.0%
Value ($000) $67 Shares 7,500 Est. Cost $7.45 Unrealized 0.0%
PBI Pitney Bowes Inc 0.0%
Value ($000) $66 Shares 15,000 Est. Cost $3.88 Unrealized 0.0%
VUG Vanguard Growth ETF 0.0%
Value ($000) $65 Shares 211 Est. Cost $272.31 Unrealized
SBGI Sinclair Broadcast Group Inc 0.0%
Value ($000) $65 Shares 5,000 Est. Cost $12.27 Unrealized 0.0%
MRSH Marsh & Mc Lennan Co Inc 0.0%
Value ($000) $65 Shares 341 Est. Cost $89.98 Unrealized +107.8%
IYR iShares US Real Estate ETF 0.0%
Value ($000) $64 Shares 700 Est. Cost $87.90 Unrealized
SOXX iShares PHLX Semiconductor ETF 0.0%
Value ($000) $62 Shares 108 Est. Cost $442.22 Unrealized
AZO Autozone Inc 0.0%
Value ($000) $62 Shares 24 Est. Cost $2417.74 Unrealized +7.3%
DFAX DFA TA World ex US Core Equity I 0.0%
Value ($000) $61 Shares 2,517 Est. Cost $25880.02 Unrealized
ACCO Acco Brands Corporation Com Stk Usd0.01 0.0%
Value ($000) $61 Shares 10,000 Est. Cost $4.60 Unrealized 0.0%
RY Royal Bk Of Canada Isin #ca7800871021 0.0%
Value ($000) $61 Shares 600 Est. Cost $88.10 Unrealized 0.0%
RUSHB Rush Enterprises Inc 0.0%
Value ($000) $60 Shares 1,125 Est. Cost $25.32 Unrealized +72.1%
CME Chicago Mercantile Exch 0.0%
Value ($000) $58 Shares 275 Est. Cost $149.56 Unrealized +30.1%
CEF Sprott Physical Gold & Silver Trust 0.0%
Value ($000) $57 Shares 3,000 Est. Cost $12.94 Unrealized
CMG Chipotle Mexican Grill 0.0%
Value ($000) $57 Shares 25 Est. Cost $31.34 Unrealized +32.8%
VWO Vanguard Emerging Market 0.0%
Value ($000) $57 Shares 1,380 Est. Cost $28638.03 Unrealized
INGR Ingredion Inc 0.0%
Value ($000) $57 Shares 522 Est. Cost $102.11 Unrealized -1.7%
Discover Financial Svcs 0.0%
Value ($000) $55 Shares 493 Est. Cost $96.93 Unrealized
ALGN Align Technology Inc 0.0%
Value ($000) $55 Shares 200 Est. Cost $295.03 Unrealized -19.6%
DD Dupont De Nemours Inc 0.0%
Value ($000) $54 Shares 699 Est. Cost $27.24 Unrealized +6.5%
AFL A F L A C Inc 0.0%
Value ($000) $53 Shares 643 Est. Cost $62.49 Unrealized +23.2%
KMI Kinder Morgan Inc 0.0%
Value ($000) $53 Shares 3,000 Est. Cost $15.34 Unrealized +0.0%
NKE Nike Inc Class B 0.0%
Value ($000) $53 Shares 487 Est. Cost $119.75 Unrealized -14.0%
Walgreen Boots Alliance Inc Com 0.0%
Value ($000) $52 Shares 2,000 Est. Cost $26.11 Unrealized
PPG P P G Industries Inc 0.0%
Value ($000) $52 Shares 346 Est. Cost $143.99 Unrealized -10.5%
JBSS Sanfilippo John B & Son Inc 0.0%
Value ($000) $52 Shares 500 Est. Cost $75.10 Unrealized +30.6%
VLTO VERALTO ORD WI 0.0%
Value ($000) $50 Shares 608 Est. Cost $73.75 Unrealized 0.0%
HOLX Hologic Inc 0.0%
Value ($000) $50 Shares 698 Est. Cost $71.21 Unrealized -2.2%
DLTR Dollar Tree Inc 0.0%
Value ($000) $50 Shares 350 Est. Cost $108.37 Unrealized +9.3%
T A T & T Inc New 0.0%
Value ($000) $49 Shares 2,946 Est. Cost $14.29 Unrealized -0.6%
VICI VICI Properties Inc 0.0%
Value ($000) $49 Shares 1,550 Est. Cost $24.57 Unrealized +5.5%
ROP Roper Industries Inc 0.0%
Value ($000) $47 Shares 87 Est. Cost $402.36 Unrealized +26.3%
IYW Ishares U S Technology Etf 0.0%
Value ($000) $47 Shares 379 Est. Cost $101.91 Unrealized
GM General Motors Corp 0.0%
Value ($000) $46 Shares 1,286 Est. Cost $50.33 Unrealized -39.9%
GEHC GE HEALTHCARE TECHNOLOGIES ORD WI 0.0%
Value ($000) $46 Shares 595 Est. Cost $71.08 Unrealized -1.8%
SYK Stryker Corp 0.0%
Value ($000) $45 Shares 150 Est. Cost $257.74 Unrealized +6.6%
DTE D T E Energy Company 0.0%
Value ($000) $44 Shares 400 Est. Cost $88.92 Unrealized +6.7%
ST Sensata Technologies Holding N.V. 0.0%
Value ($000) $43 Shares 1,150 Est. Cost $35.09 Unrealized -1.5%
LEN Lennar Corp Cl A 0.0%
Value ($000) $43 Shares 288 Est. Cost $77.52 Unrealized +50.8%
BND Vanguard Bond Index Fund 0.0%
Value ($000) $42 Shares 576 Est. Cost $73.54 Unrealized
ALLE Allegion PLC 0.0%
Value ($000) $42 Shares 333 Est. Cost $87.44 Unrealized +19.1%
EVRG Evergy Inc 0.0%
Value ($000) $42 Shares 800 Est. Cost $45.62 Unrealized +0.7%
HEI/A Heico Corp 0.0%
Value ($000) $41 Shares 291 Est. Cost $121.50 Unrealized +11.1%
CDP COPT Defense Properties 0.0%
Value ($000) $41 Shares 1,600 Est. Cost $23720.00 Unrealized
ATLANT UN BK 400 DS RP 1 SRS A PRF 0.0%
Value ($000) $40 Shares 1,910 Est. Cost $21.02 Unrealized
VIGI Vanguard Intl Div Apprec ETF 0.0%
Value ($000) $40 Shares 502 Est. Cost $61647.63 Unrealized
LNKB LINKBANCORP ORD 0.0%
Value ($000) $39 Shares 4,938 Est. Cost $6.02 Unrealized 0.0%
WPC W P Carey Inc 0.0%
Value ($000) $39 Shares 600 Est. Cost $66021.22 Unrealized
DG Dollar General Corp 0.0%
Value ($000) $38 Shares 281 Est. Cost $194.72 Unrealized -40.5%
VRSK Verisk Analytics Inc Cla 0.0%
Value ($000) $38 Shares 157 Est. Cost $172.18 Unrealized +35.6%
CHD Church & Dwight Co Inc 0.0%
Value ($000) $37 Shares 396 Est. Cost $87.83 Unrealized +1.6%
WTW Willis Towers Watson 0.0%
Value ($000) $37 Shares 154 Est. Cost $169.26 Unrealized +33.0%
CAH Cardinal Health Inc 0.0%
Value ($000) $37 Shares 368 Est. Cost $47.39 Unrealized +102.0%
STZ Constellation Brand Cl A 0.0%
Value ($000) $36 Shares 150 Est. Cost $193.88 Unrealized +17.6%
AES A E S Corp 0.0%
Value ($000) $36 Shares 1,875 Est. Cost $10.71 Unrealized +37.0%
LW Lamb Weston Holdings Inc 0.0%
Value ($000) $36 Shares 333 Est. Cost $55.13 Unrealized +66.9%
PYPL Paypal Hldgs Inc 0.0%
Value ($000) $36 Shares 585 Est. Cost $119.59 Unrealized -52.2%
IRM Iron Mountain Inc New 0.0%
Value ($000) $35 Shares 500 Est. Cost $58.41 Unrealized 0.0%
TROW Rowe T Price Group Inc 0.0%
Value ($000) $35 Shares 322 Est. Cost $110.24 Unrealized -18.6%
WT WisdomTree Investments Inc 0.0%
Value ($000) $35 Shares 5,000 Est. Cost $6.62 Unrealized 0.0%
XIFR NextEra Energy Partners LP 0.0%
Value ($000) $33 Shares 1,100 Est. Cost $25.48 Unrealized 0.0%
Brookfield Infrastructure Corp 0.0%
Value ($000) $33 Shares 932 Est. Cost $35.28 Unrealized
OBDC OWL ROCK CAPITAL ORD 0.0%
Value ($000) $32 Shares 2,200 Est. Cost $9.20 Unrealized +19.9%
LUCID GROUP ORD 0.0%
Value ($000) $32 Shares 7,500 Est. Cost $11851.44 Unrealized
BIP Brookfield Infra Ptnrs 0.0%
Value ($000) $31 Shares 1,000 Est. Cost $31.49 Unrealized
NJR New Jersey Resources Corporation 0.0%
Value ($000) $31 Shares 700 Est. Cost $39.12 Unrealized 0.0%
EA Electronic Arts Inc 0.0%
Value ($000) $31 Shares 225 Est. Cost $122.56 Unrealized +6.7%
CTVA Corteva Inc com 0.0%
Value ($000) $31 Shares 642 Est. Cost $25.11 Unrealized +85.4%
EPRT Essential Properties Realty Trust Inc 0.0%
Value ($000) $31 Shares 1,200 Est. Cost $23.27 Unrealized
Spirit Realty Capital Inc 0.0%
Value ($000) $31 Shares 700 Est. Cost $38.94 Unrealized
CELH Celsius Holdings Inc 0.0%
Value ($000) $30 Shares 552 Est. Cost $54.33 Unrealized -1.8%
ACM Aecom Technology Corp 0.0%
Value ($000) $30 Shares 325 Est. Cost $48.74 Unrealized +70.3%
EG Everest Re Group Ltd 0.0%
Value ($000) $28 Shares 80 Est. Cost $265.07 Unrealized +41.2%
FWONK Liberty Media Group 0.0%
Value ($000) $28 Shares 436 Est. Cost $62.30 Unrealized
CGBD Carlyle Secured Lending Inc 0.0%
Value ($000) $27 Shares 1,800 Est. Cost $9.39 Unrealized +20.1%
LSCC Lattice Semiconductor Corp 0.0%
Value ($000) $27 Shares 386 Est. Cost $85.93 Unrealized
BTI Br Amer Tobacco Plc Adrf 0.0%
Value ($000) $26 Shares 900 Est. Cost $29.29 Unrealized
PNW Pinnacle West Capital Cp 0.0%
Value ($000) $26 Shares 365 Est. Cost $61.31 Unrealized +9.6%
VEU Vanguard Intl Eqty Index 0.0%
Value ($000) $26 Shares 464 Est. Cost $53.64 Unrealized
TSM Taiwan Semiconductr Adrf 0.0%
Value ($000) $26 Shares 250 Est. Cost $86.76 Unrealized
Aptiv Plc 0.0%
Value ($000) $25 Shares 283 Est. Cost $93.13 Unrealized
XEL Xcel Energy Inc 0.0%
Value ($000) $25 Shares 400 Est. Cost $55.51 Unrealized 0.0%
ES Eversource Energy 0.0%
Value ($000) $25 Shares 400 Est. Cost $52.02 Unrealized 0.0%
ECL Ecolab Inc 0.0%
Value ($000) $25 Shares 124 Est. Cost $160.68 Unrealized +9.4%
HPQ Hewlett-Packard Company 0.0%
Value ($000) $24 Shares 800 Est. Cost $21.35 Unrealized +20.7%
IQLT iShares Edge MSCI Intl Quality Fctr ETF 0.0%
Value ($000) $24 Shares 634 Est. Cost $30.63 Unrealized
LYB Lyondellbasell Industries NV 0.0%
Value ($000) $24 Shares 250 Est. Cost $79.84 Unrealized 0.0%
LSTR Landstar System Inc 0.0%
Value ($000) $24 Shares 122 Est. Cost $176.94 Unrealized
STAG Stag Industrial Inc 0.0%
Value ($000) $24 Shares 600 Est. Cost $34.84 Unrealized
ODFL Old Dominion Freight Lns 0.0%
Value ($000) $24 Shares 116 Est. Cost $139.59 Unrealized +40.3%
HIW Highwoods Pptys Inc 0.0%
Value ($000) $23 Shares 1,017 Est. Cost $40.07 Unrealized
CMS C M S Energy Corp 0.0%
Value ($000) $23 Shares 400 Est. Cost $52.28 Unrealized 0.0%
LMT Lockheed Martin Corp 0.0%
Value ($000) $23 Shares 50 Est. Cost $292.98 Unrealized +42.5%
Kellogg Company 0.0%
Value ($000) $22 Shares 400 Est. Cost $51.09 Unrealized -4.5%
Ansys Inc 0.0%
Value ($000) $22 Shares 61 Est. Cost $312238.28 Unrealized
DELL Dell Inc 0.0%
Value ($000) $22 Shares 285 Est. Cost $24.29 Unrealized +181.0%
ZM Zoom Video Communications, Inc 0.0%
Value ($000) $22 Shares 300 Est. Cost $72.05 Unrealized -8.2%
EXC Exelon Corporation 0.0%
Value ($000) $22 Shares 600 Est. Cost $36.16 Unrealized -1.8%
LEG Leggett & Platt Inc 0.0%
Value ($000) $21 Shares 800 Est. Cost $31.01 Unrealized -20.9%
AN Autonation Inc 0.0%
Value ($000) $21 Shares 138 Est. Cost $62.88 Unrealized +119.5%
LPLA LPL Financial Holdings Inc 0.0%
Value ($000) $20 Shares 88 Est. Cost $232.22 Unrealized -3.2%
STWD Starwood Property Trust Inc. 0.0%
Value ($000) $20 Shares 950 Est. Cost $21.02 Unrealized
Interpublic Group Of Cos 0.0%
Value ($000) $20 Shares 600 Est. Cost $27.60 Unrealized 0.0%
GIS General Mills Inc 0.0%
Value ($000) $20 Shares 300 Est. Cost $59.53 Unrealized 0.0%
MDU M D U Resources Group 0.0%
Value ($000) $19 Shares 950 Est. Cost $9.95 Unrealized 0.0%
KTB Kontoor Brands Inc COM 0.0%
Value ($000) $19 Shares 300 Est. Cost $51.39 Unrealized 0.0%
UGI U G I Corporation New 0.0%
Value ($000) $18 Shares 720 Est. Cost $53.89 Unrealized -59.1%
AKAM Akamai Technologies 0.0%
Value ($000) $18 Shares 148 Est. Cost $87.06 Unrealized +27.8%
SUSA iShares MSCI USA ESG Select ETF 0.0%
Value ($000) $17 Shares 172 Est. Cost $100.51 Unrealized
JAAA Janus Henderson AAA CLO ETF 0.0%
Value ($000) $17 Shares 332 Est. Cost $49.83 Unrealized
DSI iShares MSCI KLD 400 Social ETF 0.0%
Value ($000) $16 Shares 180 Est. Cost $91.05 Unrealized
BRX Brixmor Property Group Inc 0.0%
Value ($000) $16 Shares 700 Est. Cost $23.27 Unrealized
EQUITRANS MIDSTREAM CORP 0.0%
Value ($000) $16 Shares 1,593 Est. Cost $10.18 Unrealized
GHI America First Multifamily Investors LP 0.0%
Value ($000) $16 Shares 964 Est. Cost $17.08 Unrealized
EXR Extra Space Storage Inc 0.0%
Value ($000) $16 Shares 100 Est. Cost $115.65 Unrealized 0.0%
MELI Mercadolibre Inc 0.0%
Value ($000) $16 Shares 10 Est. Cost $587.65 Unrealized +141.2%
SPEM SPDR S&P Emerging Markets ETF 0.0%
Value ($000) $16 Shares 441 Est. Cost $34.38 Unrealized
IXUS iShares Core MSCI Total Intl Stk ETF 0.0%
Value ($000) $16 Shares 240 Est. Cost $57.88 Unrealized
American National Bankshares Inc 0.0%
Value ($000) $16 Shares 318 Est. Cost $48.75 Unrealized
SCHZ Schwab US Aggregate Bond ETF 0.0%
Value ($000) $15 Shares 331 Est. Cost $23376.56 Unrealized
OHI Omega Healthcare Investors Inc 0.0%
Value ($000) $15 Shares 500 Est. Cost $30.66 Unrealized
VABK Virginia National Bankshares Corp 0.0%
Value ($000) $15 Shares 442 Est. Cost $34.25 Unrealized -4.1%
VTR Ventas Inc 0.0%
Value ($000) $15 Shares 300 Est. Cost $45.09 Unrealized -7.4%
RIO Companhia Vale Do Adr 0.0%
Value ($000) $15 Shares 200 Est. Cost $41977.50 Unrealized
Marathon Oil Corp 0.0%
Value ($000) $14 Shares 600 Est. Cost $23.11 Unrealized
AVA Avista Corp 0.0%
Value ($000) $14 Shares 400 Est. Cost $30.40 Unrealized 0.0%
UNM Unumprovident Corp 0.0%
Value ($000) $14 Shares 304 Est. Cost $29.70 Unrealized +53.4%
ABNB Airbnb Inc 0.0%
Value ($000) $14 Shares 100 Est. Cost $166.49 Unrealized -22.5%
CRD/A Crawford & Co 0.0%
Value ($000) $13 Shares 1,000 Est. Cost $9.86 Unrealized 0.0%
ITA iShares US Aerospace & Defense 0.0%
Value ($000) $13 Shares 102 Est. Cost $116.64 Unrealized
ARE Alexandria Real Est Eqty 0.0%
Value ($000) $13 Shares 100 Est. Cost $95.66 Unrealized 0.0%
BAX Baxter International Inc 0.0%
Value ($000) $12 Shares 320 Est. Cost $66.08 Unrealized -49.2%
Sitio Royalties Corp 0.0%
Value ($000) $12 Shares 524 Est. Cost $24.21 Unrealized
ABR Arbor Realty Trust Inc 0.0%
Value ($000) $12 Shares 783 Est. Cost $15.18 Unrealized
PFG Principal Financial Grp 0.0%
Value ($000) $12 Shares 150 Est. Cost $66.95 Unrealized 0.0%
MPT Medical Pptys Tr Inc 0.0%
Value ($000) $12 Shares 2,350 Est. Cost $4.91 Unrealized
SCHD Schwab US Dividend Equity ETF 0.0%
Value ($000) $11 Shares 150 Est. Cost $51263.75 Unrealized
Pimco Corporate Opportunity Fund 0.0%
Value ($000) $11 Shares 820 Est. Cost $13.24 Unrealized
SCHG Schwab US Large-Cap Growth ETF 0.0%
Value ($000) $11 Shares 130 Est. Cost $41648.62 Unrealized
VXRT Vaxart Inc Com New 0.0%
Value ($000) $10 Shares 18,309 Est. Cost $3.02 Unrealized -77.1%
FULT Fulton Financial Corp 0.0%
Value ($000) $10 Shares 635 Est. Cost $12.85 Unrealized -0.1%
FERG Ferguson PLC 0.0%
Value ($000) $10 Shares 52 Est. Cost $162.62 Unrealized 0.0%
MPLX MPLX LP 0.0%
Value ($000) $9 Shares 257 Est. Cost $36.72 Unrealized
CUBE CubeSmart 0.0%
Value ($000) $9 Shares 200 Est. Cost $48.49 Unrealized
GVI iShares Interm Government/Credit Bd 0.0%
Value ($000) $9 Shares 88 Est. Cost $109.02 Unrealized
DVN Devon Energy Cp New 0.0%
Value ($000) $9 Shares 200 Est. Cost $52.95 Unrealized -19.9%
DLS WisdomTree International Small Cap Div 0.0%
Value ($000) $9 Shares 140 Est. Cost $53187.45 Unrealized
LULU Lululemon Athletica Inc 0.0%
Value ($000) $9 Shares 17 Est. Cost $313.65 Unrealized +37.7%
Mayne Pharma Group Ltd 0.0%
Value ($000) $8 Shares 2,000 Est. Cost $4.20 Unrealized
DTM DT MIDSTREAM ORD WI 0.0%
Value ($000) $8 Shares 150 Est. Cost $35.96 Unrealized +41.1%
ARI Apollo Commercial Real Estate Finance Inc 0.0%
Value ($000) $8 Shares 700 Est. Cost $11.74 Unrealized
Pioneer Natural Res Co 0.0%
Value ($000) $8 Shares 35 Est. Cost $227.20 Unrealized
CC The Chemours Company 0.0%
Value ($000) $8 Shares 246 Est. Cost $27.14 Unrealized -8.3%
HR Healthcare Realty TRUST 0.0%
Value ($000) $8 Shares 450 Est. Cost $20.85 Unrealized
FNDX Schwab Fundamental US Large Company ETF 0.0%
Value ($000) $8 Shares 125 Est. Cost $61.94 Unrealized
CEG Constellation Energy Co 0.0%
Value ($000) $8 Shares 66 Est. Cost $81.35 Unrealized +41.5%
CPKF Chesapeake Financial Shares Inc 0.0%
Value ($000) $8 Shares 412 Est. Cost $18.51 Unrealized -12.5%
VFC V F Corporation 0.0%
Value ($000) $8 Shares 400 Est. Cost $17.16 Unrealized 0.0%
PGF Invesco Financial Preferred ETF 0.0%
Value ($000) $7 Shares 484 Est. Cost $17.37 Unrealized
WBD WARNER BROS. DISCOVERY SRS A ORD WI 0.0%
Value ($000) $7 Shares 610 Est. Cost $12.19 Unrealized -11.5%
ETSY Etsy Inc com 0.0%
Value ($000) $7 Shares 85 Est. Cost $143.76 Unrealized -50.2%
HPE Hewlett Packard Enterprises 0.0%
Value ($000) $7 Shares 400 Est. Cost $13.75 Unrealized +11.6%
CSGP Costar Group Inc 0.0%
Value ($000) $7 Shares 76 Est. Cost $78.43 Unrealized +3.2%
SHOP Shopify Inc 0.0%
Value ($000) $7 Shares 85 Est. Cost $63.86 Unrealized 0.0%
FNDF Schwab Fundamental Intl Lg Co ETF 0.0%
Value ($000) $7 Shares 195 Est. Cost $33.73 Unrealized
MRVL Marvell Tech Group Ltd 0.0%
Value ($000) $6 Shares 102 Est. Cost $45.90 Unrealized +16.8%
GEM Goldman Sachs ActiveBeta EMkts Eq ETF 0.0%
Value ($000) $6 Shares 200 Est. Cost $39490.00 Unrealized
PRFZ PowerShares FTSE RAFI US 1500 Sm-Mid ETF 0.0%
Value ($000) $6 Shares 160 Est. Cost $37.49 Unrealized
RGA Reinsurance Grp Of Amer 0.0%
Value ($000) $5 Shares 32 Est. Cost $151.55 Unrealized +2.7%
KD KYNDRYL HOLDINGS ORD WI 0.0%
Value ($000) $5 Shares 248 Est. Cost $21.59 Unrealized -20.8%
ZBH Zimmer Biomet Holdings Inc 0.0%
Value ($000) $5 Shares 40 Est. Cost $122.33 Unrealized -10.6%
SCHA Schwab US Small-Cap ETF 0.0%
Value ($000) $5 Shares 103 Est. Cost $47.24 Unrealized
Berry Plastics Group Inc 0.0%
Value ($000) $5 Shares 70 Est. Cost $6374.51 Unrealized
LMND LEMONADE ORD 0.0%
Value ($000) $4 Shares 274 Est. Cost $35.38 Unrealized -57.4%
ORI Old Republic Intl Corp 0.0%
Value ($000) $4 Shares 150 Est. Cost $18.08 Unrealized +29.9%
CODI Compass Diversified Holdings 0.0%
Value ($000) $4 Shares 190 Est. Cost $13.86 Unrealized +31.2%
UPST UPSTART HOLDINGS INC 0.0%
Value ($000) $4 Shares 100 Est. Cost $249.80 Unrealized -87.8%
PRF PowerShares FTSE RAFI US 1000 ETF 0.0%
Value ($000) $4 Shares 116 Est. Cost $35.20 Unrealized
A Agilent Technologies Inc 0.0%
Value ($000) $4 Shares 28 Est. Cost $80.66 Unrealized +45.3%
SJM J M Smucker Co New 0.0%
Value ($000) $4 Shares 30 Est. Cost $138.52 Unrealized -22.9%
XYZ Square Inc 0.0%
Value ($000) $4 Shares 49 Est. Cost $132.52 Unrealized -57.3%
SPOT Spotify Technology SA 0.0%
Value ($000) $4 Shares 20 Est. Cost $174.62 Unrealized 0.0%
FMAT Fidelity MSCI Materials ETF 0.0%
Value ($000) $4 Shares 75 Est. Cost $53.33 Unrealized
TOWN Townebank Portsmouth Va 0.0%
Value ($000) $3 Shares 116 Est. Cost $31.86 Unrealized -18.6%
FBIN Fortune Brands Home & Security Inc 0.0%
Value ($000) $3 Shares 45 Est. Cost $41.95 Unrealized +51.0%
IIPR Innovative Industrial Properties Inc 0.0%
Value ($000) $3 Shares 33 Est. Cost $72744.55 Unrealized
CRON Cronos Group Inc 0.0%
Value ($000) $3 Shares 1,380 Est. Cost $7.65 Unrealized -74.6%
DAL Delta Air Lines Inc New 0.0%
Value ($000) $3 Shares 70 Est. Cost $37.46 Unrealized -5.4%
VTRS Mylan Nv 0.0%
Value ($000) $3 Shares 254 Est. Cost $13.19 Unrealized -34.1%
SDZNY SANDOZ GROUP ADR 0.0%
Value ($000) $2 Shares 77 Est. Cost $32.01 Unrealized
HBAN Huntington Bancshs Inc 0.0%
Value ($000) $2 Shares 194 Est. Cost $11.46 Unrealized -13.0%
NIO NIO INC ADS REPSTG CL A ORD SHS 0.0%
Value ($000) $2 Shares 243 Est. Cost $20151.31 Unrealized
PSX Phillips 0.0%
Value ($000) $2 Shares 16 Est. Cost $54.01 Unrealized +105.6%
FNDA Schwab Fundamental US Small Company ETF 0.0%
Value ($000) $2 Shares 34 Est. Cost $55.35 Unrealized
PATH UIPATH INC CLASS A 0.0%
Value ($000) $2 Shares 75 Est. Cost $19.52 Unrealized 0.0%
CCL Carnival Corp New 0.0%
Value ($000) $2 Shares 100 Est. Cost $28.00 Unrealized -48.2%
PTON Peloton Interactive Inc 0.0%
Value ($000) $2 Shares 300 Est. Cost $73.73 Unrealized -92.7%
CAVA CAVA GROUP ORD 0.0%
Value ($000) $2 Shares 40 Est. Cost $43.64 Unrealized -20.1%
SAN Banco Santander SA 0.0%
Value ($000) $2 Shares 400 Est. Cost $2.50 Unrealized
LTC LTC Properties Inc 0.0%
Value ($000) $2 Shares 50 Est. Cost $40.00 Unrealized
CURLF Curaleaf Holdings Inc 0.0%
Value ($000) $1 Shares 356 Est. Cost $15.44 Unrealized -76.3%
2U Inc 0.0%
Value ($000) $1 Shares 1,100 Est. Cost $1.23 Unrealized
KLG WK KELLOGG ORD WI 0.0%
Value ($000) $1 Shares 100 Est. Cost $13.14 Unrealized
TG Tredegar Corporation 0.0%
Value ($000) $1 Shares 240 Est. Cost $10.34 Unrealized -52.3%
ADYEY Adyen Unspon 50 ADR Rep 1 Ord 0.0%
Value ($000) $1 Shares 100 Est. Cost $7.40 Unrealized
ELME Washington REIT 0.0%
Value ($000) $1 Shares 75 Est. Cost $17.41 Unrealized
JAZZ Jazz Pharmaceuticals PLC 0.0%
Value ($000) $1 Shares 8 Est. Cost $167.80 Unrealized -25.6%
RWO SPDR Dow Jones Global Real Estate ETF 0.0%
Value ($000) $1 Shares 21 Est. Cost $47.62 Unrealized
FNB F N B Corp 0.0%
Value ($000) $1 Shares 63 Est. Cost $10.32 Unrealized +6.9%
WAB Wabtec 0.0%
Value ($000) $1 Shares 6 Est. Cost $100.52 Unrealized +11.1%
AFRM Affirm Holdings Inc 0.0%
Value ($000) $1 Shares 15 Est. Cost $52.33 Unrealized -44.8%
Co-Diagnostics Inc 0.0%
Value ($000) $1 Shares 525 Est. Cost $7620.95 Unrealized
MBC MasterBrand Inc 0.0%
Value ($000) $1 Shares 45 Est. Cost $8.19 Unrealized +56.5%
AMBP Ardagh Metal Packaging SA 0.0%
Value ($000) $1 Shares 160 Est. Cost $4.20 Unrealized -33.5%
PSEC Prospect Cap Corp 0.0%
Value ($000) $1 Shares 100 Est. Cost $4.94 Unrealized -16.4%
Tilray Inc 0.0%
Value ($000) $1 Shares 251 Est. Cost $6043.65 Unrealized
BNT BROOKFIELD REINSRNC EX VOTN CL A ORD 0.0%
Value ($000) $1 Shares 13 Est. Cost $22.42 Unrealized 0.0%
BEP Brookfield Renewable Partners LP 0.0%
Value ($000) $0 Shares 19 Est. Cost $31095.63 Unrealized
BLOK Amplify Transformational Data Shrg ETF 0.0%
Value ($000) $0 Shares 15 Est. Cost $55866.67 Unrealized
ARR ARMOUR Residential REIT Inc 0.0%
Value ($000) $0 Shares 20 Est. Cost $4.25 Unrealized
DKS Dicks Sporting Goods Inc 0.0%
Value ($000) $0 Shares 2 Est. Cost $28.54 Unrealized +305.4%
Village Bk & Tr Finlcorp 0.0%
Value ($000) $0 Shares 7 Est. Cost $33000.00 Unrealized
BITO PROSHARES BITCOIN STRATEGY ETF 0.0%
Value ($000) $0 Shares 12 Est. Cost $30.12 Unrealized
CGC Canopy Growth Corp 0.0%
Value ($000) $0 Shares 48 Est. Cost $5.96 Unrealized 0.0%
Escrow Altegrity Inc Com 0.0%
Value ($000) $0 Shares 57 Est. Cost $17.54 Unrealized
BYND Beyond Meat Inc 0.0%
Value ($000) $0 Shares 24 Est. Cost $139.21 Unrealized -94.4%
MTCH MATCH GROUP ORD 0.0%
Value ($000) $0 Shares 4 Est. Cost $35.72 Unrealized -7.6%
BKCH Global X Blockchain ETF 0.0%
Value ($000) $0 Shares 3 Est. Cost $13.00 Unrealized
PLNH Planet 13 Holdings Inc 0.0%
Value ($000) $0 Shares 200 Est. Cost $0.67 Unrealized +10.1%
IAC IAC/InterActiveCorp 0.0%
Value ($000) $0 Shares 2 Est. Cost $45.81 Unrealized -14.5%
AI C3 AI INC CL A 0.0%
Value ($000) $0 Shares 3 Est. Cost $27.51 Unrealized 0.0%
CEL-SCI Corp 0.0%
Value ($000) $0 Shares 28 Est. Cost Unrealized
ZIMVIE ORD WI 0.0%
Value ($000) $0 Shares 4 Est. Cost $7.25 Unrealized
UA UNDER ARMOUR INC-CLASS C 0.0%
Value ($000) $0 Shares 8 Est. Cost $7.63 Unrealized -5.3%
OrganiGram Holdings Inc 0.0%
Value ($000) $0 Shares 50 Est. Cost $0.39 Unrealized
MITK Mitek Systems Inc 0.0%
Value ($000) $0 Shares 5 Est. Cost $11.14 Unrealized 0.0%
ARKQ ARK Autonomous Technology&Robotics ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost $49.00 Unrealized
ARKW ARK Next Generation Internet ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost $49.00 Unrealized
ARKF ARK Fintech Innovation ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost $23.00 Unrealized
Wells Fargo & Co Pfd 0.0%
Value ($000) $0 Shares 19 Est. Cost $1.41 Unrealized
PBW Invesco WilderHill Clean Energy ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost $20.00 Unrealized
JBLU Jetblue Airways Corp 0.0%
Value ($000) $0 Shares 3 Est. Cost $18.96 Unrealized -75.3%
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 -91.9%
SHIFT TECHNOLOGIES CL A ORD 0.0%
Value ($000) $0 Shares 14 Est. Cost $1.14 Unrealized
Nova BioGenetics Inc. 0.0%
Value ($000) $0 Shares 28 Est. Cost Unrealized
Comwlth Bankshares 0.0%
Value ($000) $0 Shares 1,100 Est. Cost Unrealized
SINTX TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $1.00 Unrealized
Contra Abiomed Inc Com 0.0%
Value ($000) $0 Shares 200 Est. Cost Unrealized
APW 0.0%
Value ($000) $0 Shares 160 Est. Cost Unrealized
Validian Corp 0.0%
Value ($000) $0 Shares 50,000 Est. Cost Unrealized
PGN1EUR Paragon Offshore PLC 0.0%
Value ($000) $0 Shares 245 Est. Cost Unrealized
Playstar Corp New Shs (NV) 0.0%
Value ($000) $0 Shares 750 Est. Cost Unrealized
Advanced Explorations Inc 0.0%
Value ($000) $0 Shares 100 Est. Cost Unrealized
Performance Sports Group Ltd 0.0%
Value ($000) $0 Shares 35 Est. Cost Unrealized
Luxeyard Inc (NV) 0.0%
Value ($000) $0 Shares 150 Est. Cost Unrealized
VRTHF Indigenous Bloom Hemp Corp 0.0%
Value ($000) $0 Shares 50 Est. Cost $0.01 Unrealized -76.4%
GCI LIBERTY INC XXX SUBMITTED FOR ESCROW CL A 0.0%
Value ($000) $0 Shares 3,631 Est. Cost $0.18 Unrealized
Pharmanetics Inc 0.0%
Value ($000) $0 Shares 12,398 Est. Cost Unrealized