Heritage Wealth Advisors Diversified Active

CIK: 0001591122 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: May 8, 2025

Total Value ($000): $1,974,046 (100.0% shares, 0.0% debt)

Holdings (588)

IVV IShares S&P 500 Index 18.9%
Value ($000) $373,510 Shares 664,726 Est. Cost $10159.51 Unrealized
IEFA iShares Core MSCI EAFE 6.6%
Value ($000) $130,502 Shares 1,725,079 Est. Cost $13849.06 Unrealized
BRK/B Berkshire Hathaway Cl B 3.4%
Value ($000) $66,868 Shares 125,555 Est. Cost $248.17 Unrealized +95.9%
IWS iShares Russell Midcap Value 3.3%
Value ($000) $64,645 Shares 513,175 Est. Cost $10548.81 Unrealized
ITOT iShares Core S&P Total US Stock Mkt 3.3%
Value ($000) $64,383 Shares 527,685 Est. Cost $22799.50 Unrealized
RTX Raytheon Technologies Ord 3.2%
Value ($000) $63,001 Shares 475,626 Est. Cost $75.70 Unrealized +64.8%
MSFT Microsoft Corp 3.1%
Value ($000) $61,456 Shares 163,713 Est. Cost $186.54 Unrealized +117.2%
MA Mastercard Inc 3.1%
Value ($000) $60,619 Shares 110,594 Est. Cost $340.44 Unrealized +59.2%
AAPL Apple Computer Inc 3.1%
Value ($000) $60,346 Shares 271,668 Est. Cost $108.99 Unrealized +111.7%
BN Brookfield Corporation 2.9%
Value ($000) $57,430 Shares 1,095,778 Est. Cost $22.77 Unrealized +65.0%
ADP Auto Data Processing 2.9%
Value ($000) $56,846 Shares 186,057 Est. Cost $232.21 Unrealized +27.2%
GOOG Alphabet Inc. Class C 2.9%
Value ($000) $56,403 Shares 361,027 Est. Cost $118.75 Unrealized +53.7%
JNJ Johnson & Johnson 2.8%
Value ($000) $56,074 Shares 338,120 Est. Cost $139.92 Unrealized +9.0%
PGR Progressive Corp Ohio 2.6%
Value ($000) $52,140 Shares 184,233 Est. Cost $83.50 Unrealized +193.8%
MRK Merck & Co Inc 2.6%
Value ($000) $50,759 Shares 565,494 Est. Cost $76.48 Unrealized +17.8%
COP Conocophillips 2.4%
Value ($000) $46,715 Shares 444,823 Est. Cost $79.19 Unrealized +22.2%
IEMG iShares Core MSCI Emerging Markets ETF 2.3%
Value ($000) $45,605 Shares 845,008 Est. Cost $20892.24 Unrealized
WMT Wal-Mart Stores Inc 2.2%
Value ($000) $43,993 Shares 501,111 Est. Cost $50.61 Unrealized +83.7%
PEP Pepsico Incorporated 2.2%
Value ($000) $43,141 Shares 287,719 Est. Cost $130.41 Unrealized +10.0%
CMCSA Comcast Corp New Cl A 2.1%
Value ($000) $41,237 Shares 1,117,521 Est. Cost $38.22 Unrealized -8.3%
DUK Duke Energy New 2.0%
Value ($000) $39,529 Shares 324,092 Est. Cost $94.30 Unrealized +17.2%
UNP Union Pacific Corp 1.8%
Value ($000) $36,329 Shares 153,782 Est. Cost $178.47 Unrealized +32.0%
MCD Mc Donalds Corp 1.8%
Value ($000) $35,836 Shares 114,724 Est. Cost $257.96 Unrealized +13.5%
HD Home Depot Inc 1.7%
Value ($000) $34,030 Shares 92,855 Est. Cost $258.07 Unrealized +47.5%
WMB Williams Companies 1.3%
Value ($000) $25,667 Shares 429,494 Est. Cost $26.69 Unrealized +107.7%
VT Vanguard Total World Stock ETF 1.0%
Value ($000) $19,035 Shares 164,162 Est. Cost $102.85 Unrealized
VOO Vanguard 500 ETF 1.0%
Value ($000) $18,873 Shares 36,724 Est. Cost $1063.87 Unrealized
ACWX iShares MSCI ACWI ex US ETF 0.9%
Value ($000) $17,160 Shares 309,464 Est. Cost $47.15 Unrealized
EFA iShares MSCI EAFE 0.7%
Value ($000) $13,771 Shares 168,492 Est. Cost $557.80 Unrealized
PM Philip Morris Intl Inc 0.6%
Value ($000) $12,475 Shares 78,591 Est. Cost $59.97 Unrealized +128.4%
EPD Enterprise Prd Prtnrs Lp 0.6%
Value ($000) $12,402 Shares 363,268 Est. Cost $7894.76 Unrealized
MKL Markel Group Inc 0.6%
Value ($000) $11,352 Shares 6,072 Est. Cost $1102.47 Unrealized +66.9%
SPY SPDR S&P 500 Index 0.5%
Value ($000) $9,340 Shares 16,697 Est. Cost $2031.41 Unrealized
VIG Vanguard Dividend Appreciation 0.4%
Value ($000) $8,608 Shares 44,373 Est. Cost $2260.09 Unrealized
V Visa Inc 0.4%
Value ($000) $7,074 Shares 20,186 Est. Cost $177.42 Unrealized +89.6%
AMZN Amazon Com Inc 0.3%
Value ($000) $6,482 Shares 34,069 Est. Cost $138.95 Unrealized +56.2%
IVW Ishares S&P 500 Growth 0.3%
Value ($000) $5,545 Shares 59,738 Est. Cost $95.23 Unrealized
MO Altria Group Inc 0.3%
Value ($000) $5,366 Shares 89,406 Est. Cost $27.04 Unrealized +88.7%
EEM iShares MSCI Emrg Mkt Fd 0.3%
Value ($000) $5,312 Shares 121,558 Est. Cost $527.55 Unrealized
NVDA Nvidia Corp 0.2%
Value ($000) $4,912 Shares 45,325 Est. Cost $93.52 Unrealized +35.5%
GOOGL Alphabet Inc. Class A 0.2%
Value ($000) $4,391 Shares 28,395 Est. Cost $108.04 Unrealized +67.2%
XOM Exxon Mobil Corporation 0.2%
Value ($000) $3,952 Shares 33,233 Est. Cost $56.34 Unrealized +90.3%
FRFHF Fairfax Financial Hldgs Ltd Sub Vtg 0.2%
Value ($000) $3,879 Shares 2,684 Est. Cost $785.60 Unrealized +77.8%
XLK Sector Spdr Tech Select 0.2%
Value ($000) $3,861 Shares 18,701 Est. Cost $142.94 Unrealized
IJJ Ishares S&P Midcap 0.2%
Value ($000) $3,756 Shares 37,748 Est. Cost $106.03 Unrealized
VALQ American Century U.S. Quality Value ETF 0.2%
Value ($000) $3,599 Shares 59,207 Est. Cost $12748.47 Unrealized
OEF iShares S&P 100 0.2%
Value ($000) $3,188 Shares 11,773 Est. Cost $124462.13 Unrealized
JPM Jpmorgan Chase & Co 0.1%
Value ($000) $2,951 Shares 12,029 Est. Cost $99.82 Unrealized +151.3%
BRK/A Berkshire Hathaway Inc A 0.1%
Value ($000) $2,395 Shares 3 Est. Cost $729330.75 Unrealized 0.0%
RSP Invesco S&P 500 Equal Weight ETF 0.1%
Value ($000) $2,390 Shares 13,798 Est. Cost $24187.67 Unrealized
COST Costco Whsl Corp New 0.1%
Value ($000) $2,348 Shares 2,483 Est. Cost $367.06 Unrealized +164.4%
LOW Lowes Companies Inc 0.1%
Value ($000) $2,324 Shares 9,964 Est. Cost $150.82 Unrealized +60.5%
ESGD iShares ESG Aware MSCI EAFE ETF 0.1%
Value ($000) $2,239 Shares 27,412 Est. Cost $891.36 Unrealized
VO Vanguard Mid-Cap ETF 0.1%
Value ($000) $2,165 Shares 8,372 Est. Cost $84528.38 Unrealized
MDLZ Mondelez Intl Inc Cl A 0.1%
Value ($000) $2,120 Shares 31,244 Est. Cost $34.21 Unrealized +74.7%
CSX C S X Corp 0.1%
Value ($000) $2,097 Shares 71,251 Est. Cost $23.58 Unrealized +32.8%
IWR Ishares Russell Midcap 0.1%
Value ($000) $1,897 Shares 22,305 Est. Cost $65.15 Unrealized
RJF Raymond James Finl Inc 0.1%
Value ($000) $1,864 Shares 13,416 Est. Cost $64.74 Unrealized +136.6%
ORCL Oracle Corporation 0.1%
Value ($000) $1,854 Shares 13,257 Est. Cost $82.41 Unrealized +96.1%
TFC Truist Finl Corp Com 0.1%
Value ($000) $1,653 Shares 40,180 Est. Cost $37.13 Unrealized +15.0%
PG Procter & Gamble 0.1%
Value ($000) $1,652 Shares 9,695 Est. Cost $107.92 Unrealized +51.9%
CVX Chevron Corporation 0.1%
Value ($000) $1,601 Shares 9,568 Est. Cost $98.99 Unrealized +52.0%
ABBV Abbvie Inc Com Usd0.01 0.1%
Value ($000) $1,568 Shares 7,482 Est. Cost $97.06 Unrealized +95.1%
VTI Vanguard Total Stock Mkt 0.1%
Value ($000) $1,458 Shares 5,304 Est. Cost $19873.52 Unrealized
ESGE iShares ESG Aware MSCI EM ETF 0.1%
Value ($000) $1,373 Shares 39,285 Est. Cost $414.67 Unrealized
GLDM SPDR Gold MiniShares 0.1%
Value ($000) $1,360 Shares 21,975 Est. Cost $40.91 Unrealized
XLU Select Sector Spdr Trust The Utilities Select Sect 0.1%
Value ($000) $1,355 Shares 17,180 Est. Cost $11201.09 Unrealized
CSCO Cisco Systems Inc 0.1%
Value ($000) $1,315 Shares 21,308 Est. Cost $34.98 Unrealized +71.8%
ABT Abbott Laboratories 0.1%
Value ($000) $1,305 Shares 9,837 Est. Cost $81.37 Unrealized +54.2%
ELV Elevance Health Inc 0.1%
Value ($000) $1,215 Shares 2,793 Est. Cost $358.01 Unrealized +10.1%
KO Coca Cola Company 0.1%
Value ($000) $1,184 Shares 16,536 Est. Cost $35.81 Unrealized +81.4%
TT Trane Technologies PLC 0.1%
Value ($000) $1,149 Shares 3,410 Est. Cost $103.24 Unrealized +247.7%
BAC Bank Of America Corp 0.1%
Value ($000) $1,134 Shares 27,171 Est. Cost $20.52 Unrealized +112.6%
IWB Ishares Tr Russell 0.1%
Value ($000) $1,088 Shares 3,548 Est. Cost $12681.60 Unrealized
DFAC DIMENSIONAL U S CORE EQUITY 2 ETF 0.1%
Value ($000) $1,069 Shares 32,405 Est. Cost $26980.00 Unrealized
QCOM Qualcomm Inc 0.1%
Value ($000) $1,060 Shares 6,898 Est. Cost $86.26 Unrealized +85.1%
NSC Norfolk Southern Corp 0.1%
Value ($000) $1,048 Shares 4,426 Est. Cost $156.10 Unrealized +53.3%
QQQ PowerShares QQQ ETF 0.1%
Value ($000) $1,009 Shares 2,152 Est. Cost $9778.76 Unrealized
BLK Blackrock Inc 0.0%
Value ($000) $977 Shares 1,032 Est. Cost $840.24 Unrealized +14.5%
META Meta Platforms Inc 0.0%
Value ($000) $950 Shares 1,649 Est. Cost $252.72 Unrealized +154.5%
NFLX Netflix Inc 0.0%
Value ($000) $933 Shares 1,001 Est. Cost $24.24 Unrealized +292.4%
IBM Intl Business Machines 0.0%
Value ($000) $926 Shares 3,725 Est. Cost $112.37 Unrealized +113.0%
NUMV Nuveen ESG Mid-Cap Value ETF 0.0%
Value ($000) $925 Shares 27,046 Est. Cost $305.56 Unrealized
ISRG Intuitive Surgical New 0.0%
Value ($000) $922 Shares 1,861 Est. Cost $250.06 Unrealized +121.2%
LLY Eli Lilly and Co 0.0%
Value ($000) $900 Shares 1,090 Est. Cost $285.52 Unrealized +189.5%
UDR Utd Dominion Rlty Tr Inc 0.0%
Value ($000) $899 Shares 19,913 Est. Cost $30.95 Unrealized +33.7%
GLD Spdr Gold TRUST 0.0%
Value ($000) $873 Shares 3,029 Est. Cost $2669.40 Unrealized
IWM Ishares Russell 2000 0.0%
Value ($000) $871 Shares 4,368 Est. Cost $9739.84 Unrealized
CAT Caterpillar Inc 0.0%
Value ($000) $847 Shares 2,568 Est. Cost $141.34 Unrealized +149.0%
XLF Sector Spdr Fincl Select 0.0%
Value ($000) $842 Shares 16,909 Est. Cost $2789.39 Unrealized
D Dominion Res Inc Va New 0.0%
Value ($000) $812 Shares 14,485 Est. Cost $59.11 Unrealized -10.8%
TMO Thermo Electron Corp 0.0%
Value ($000) $809 Shares 1,626 Est. Cost $446.20 Unrealized +21.0%
XLV Sector Spdr Health Fund 0.0%
Value ($000) $786 Shares 5,383 Est. Cost $8323.82 Unrealized
FISV Fiserv Inc 0.0%
Value ($000) $776 Shares 3,516 Est. Cost $104.61 Unrealized +109.3%
INTU Intuit Inc 0.0%
Value ($000) $747 Shares 1,217 Est. Cost $385.05 Unrealized +55.2%
ZTS Zoetis Inc 0.0%
Value ($000) $746 Shares 4,530 Est. Cost $154.44 Unrealized +6.5%
ITW Illinois Tool Works Inc 0.0%
Value ($000) $741 Shares 2,989 Est. Cost $135.04 Unrealized +85.6%
GE General Electric Company 0.0%
Value ($000) $728 Shares 3,636 Est. Cost $57.65 Unrealized +239.5%
AMAT Applied Materials Inc 0.0%
Value ($000) $705 Shares 4,861 Est. Cost $64.63 Unrealized +157.9%
UVV Universal Corp Va 0.0%
Value ($000) $690 Shares 12,319 Est. Cost $48.02 Unrealized +11.0%
MSTR MicroStrategy Inc 0.0%
Value ($000) $674 Shares 2,339 Est. Cost $300.91 Unrealized +5.5%
IWP Ishares Russell Midcap Growth 0.0%
Value ($000) $664 Shares 5,652 Est. Cost $99.52 Unrealized
AUB Atlantic Un Bankshares Corp 0.0%
Value ($000) $660 Shares 21,196 Est. Cost $27.49 Unrealized +23.2%
VTV Vanguard Value ETF 0.0%
Value ($000) $654 Shares 3,787 Est. Cost $149.49 Unrealized
EMR Emerson Electric Co 0.0%
Value ($000) $653 Shares 5,957 Est. Cost $59.77 Unrealized +98.7%
UBSI United Bankshares Inc 0.0%
Value ($000) $645 Shares 18,596 Est. Cost $35.58 Unrealized +3.0%
BX Blackstone Group LP 0.0%
Value ($000) $641 Shares 4,584 Est. Cost $41.83 Unrealized +278.2%
MS Morgan Stanley 0.0%
Value ($000) $633 Shares 5,426 Est. Cost $58.77 Unrealized +114.2%
IYH iShares US Healthcare 0.0%
Value ($000) $627 Shares 10,300 Est. Cost $41393.04 Unrealized
FFXDF Fairfax India Ho-Sub Com Sub Vtg Shs Isi 0.0%
Value ($000) $615 Shares 36,200 Est. Cost $15.95 Unrealized +10.0%
AMGN Amgen Incorporated 0.0%
Value ($000) $615 Shares 1,973 Est. Cost $148.48 Unrealized +93.5%
IJS Ishares S&P Smcap Value 0.0%
Value ($000) $611 Shares 6,270 Est. Cost $101.18 Unrealized
CTAS Cintas Corp 0.0%
Value ($000) $601 Shares 2,924 Est. Cost $167.67 Unrealized +18.0%
NEU Newmarket Corporation 0.0%
Value ($000) $588 Shares 1,038 Est. Cost $413.23 Unrealized +25.5%
Tri Continental Corp 0.0%
Value ($000) $584 Shares 19,028 Est. Cost $19.97 Unrealized
GS Goldman Sachs Group Inc 0.0%
Value ($000) $567 Shares 1,038 Est. Cost $304.67 Unrealized +93.9%
SO The Southern Company 0.0%
Value ($000) $561 Shares 6,104 Est. Cost $50.65 Unrealized +66.1%
AVGO Broadcom Inc 0.0%
Value ($000) $550 Shares 3,286 Est. Cost $153.53 Unrealized +36.7%
IWN Ishares Russell 2000 Value ETF 0.0%
Value ($000) $544 Shares 3,600 Est. Cost $13406.76 Unrealized
KMX Carmax Inc 0.0%
Value ($000) $540 Shares 6,931 Est. Cost $74.05 Unrealized +8.3%
PLYM Plymouth Industrial REIT Inc 0.0%
Value ($000) $533 Shares 32,674 Est. Cost $15.02 Unrealized
HON Honeywell International 0.0%
Value ($000) $532 Shares 2,512 Est. Cost $136.66 Unrealized +45.2%
VEA Vanguard FTSE International 0.0%
Value ($000) $527 Shares 10,378 Est. Cost $47.63 Unrealized
AJG Arthur J Gallagher & Co 0.0%
Value ($000) $517 Shares 1,498 Est. Cost $65.89 Unrealized +375.5%
VNQ Vanguard Reit 0.0%
Value ($000) $517 Shares 5,709 Est. Cost $4663.87 Unrealized
BR Broadridge Finl Solution 0.0%
Value ($000) $516 Shares 2,130 Est. Cost $31.74 Unrealized +630.4%
SBUX Starbucks Corp 0.0%
Value ($000) $509 Shares 5,192 Est. Cost $75.62 Unrealized +33.6%
VGT Vanguard Information Technology ETF 0.0%
Value ($000) $509 Shares 938 Est. Cost $3470.25 Unrealized
SYY Sysco Corporation 0.0%
Value ($000) $494 Shares 6,584 Est. Cost $32.93 Unrealized +116.5%
MCK Mckesson Corporation 0.0%
Value ($000) $484 Shares 719 Est. Cost $301.86 Unrealized +104.0%
GD General Dynamics Corp 0.0%
Value ($000) $483 Shares 1,772 Est. Cost $131.24 Unrealized +94.9%
VYM Vanguard Index Funds Vanguard High Dividend Yield 0.0%
Value ($000) $475 Shares 3,687 Est. Cost $47125.48 Unrealized
MAR Marriott Intl Inc Cl A 0.0%
Value ($000) $450 Shares 1,891 Est. Cost $152.20 Unrealized +77.0%
APD Air Prod & Chemicals Inc 0.0%
Value ($000) $447 Shares 1,517 Est. Cost $117.57 Unrealized +155.5%
DEO Diageo Plc New Adr 0.0%
Value ($000) $442 Shares 4,220 Est. Cost $14152.85 Unrealized
NEE Nextera Energy Inc Com 0.0%
Value ($000) $442 Shares 6,230 Est. Cost $65.67 Unrealized +4.5%
PAYX Paychex Inc 0.0%
Value ($000) $434 Shares 2,810 Est. Cost $100.38 Unrealized +42.6%
VUG Vanguard Growth ETF 0.0%
Value ($000) $432 Shares 1,166 Est. Cost $364.05 Unrealized
WM Waste Management, INC. 0.0%
Value ($000) $430 Shares 1,858 Est. Cost $113.44 Unrealized +92.5%
VOOV Vanguard S&P 500 Value ETF 0.0%
Value ($000) $428 Shares 2,322 Est. Cost $21242.92 Unrealized
ACH Owens & Minor Inc Hldg Co 0.0%
Value ($000) $423 Shares 46,894 Est. Cost $26.00 Unrealized -59.4%
TXN Texas Instruments Inc 0.0%
Value ($000) $423 Shares 2,356 Est. Cost $140.57 Unrealized +29.6%
PICK iShares MSCI Global Mtls&Mng Prdcrs ETF 0.0%
Value ($000) $420 Shares 11,700 Est. Cost $43.07 Unrealized
URI United Rentals Inc 0.0%
Value ($000) $419 Shares 669 Est. Cost $155.30 Unrealized +339.3%
AGG Ishares Barclays Aggregate Bond 0.0%
Value ($000) $411 Shares 4,151 Est. Cost $29907.72 Unrealized
VZ Verizon Communications 0.0%
Value ($000) $393 Shares 8,662 Est. Cost $34.02 Unrealized +16.3%
FTNT Fortinet Inc 0.0%
Value ($000) $391 Shares 4,057 Est. Cost $51.78 Unrealized +95.8%
ADBE Adobe Systems Inc 0.0%
Value ($000) $385 Shares 1,005 Est. Cost $460.00 Unrealized -6.8%
AXP American Express Company 0.0%
Value ($000) $384 Shares 1,426 Est. Cost $108.16 Unrealized +170.4%
UPS United Parcel Service B 0.0%
Value ($000) $375 Shares 3,414 Est. Cost $117.55 Unrealized -4.2%
TDY Teledyne Technologies 0.0%
Value ($000) $352 Shares 708 Est. Cost $230.20 Unrealized +114.9%
FAST Fastenal Co 0.0%
Value ($000) $348 Shares 4,483 Est. Cost $28.74 Unrealized +28.2%
CBRE CBRE Group Inc 0.0%
Value ($000) $345 Shares 2,637 Est. Cost $58.25 Unrealized +133.3%
MMM 3m Company 0.0%
Value ($000) $340 Shares 2,314 Est. Cost $109.12 Unrealized +32.5%
MCHP Microchip Technology Inc 0.0%
Value ($000) $340 Shares 7,016 Est. Cost $54.07 Unrealized +0.2%
PNC Pnc Finl Services Gp Inc 0.0%
Value ($000) $335 Shares 1,904 Est. Cost $116.78 Unrealized +57.0%
DOV Dover Corporation 0.0%
Value ($000) $335 Shares 1,905 Est. Cost $132.03 Unrealized +44.1%
VHT Vanguard Health Care ETF 0.0%
Value ($000) $334 Shares 1,262 Est. Cost $172419.16 Unrealized
CI Cigna Corp 0.0%
Value ($000) $333 Shares 1,013 Est. Cost $188.88 Unrealized +56.5%
AON Aon Plc Com Usd0.01 Cl A 0.0%
Value ($000) $324 Shares 811 Est. Cost $269.40 Unrealized +41.6%
BAM Brookfield Asset Management 0.0%
Value ($000) $323 Shares 6,668 Est. Cost $27.10 Unrealized +95.5%
TGT Target Corporation 0.0%
Value ($000) $321 Shares 3,072 Est. Cost $131.00 Unrealized -8.2%
VOE Vanguard Mid Cap Value 0.0%
Value ($000) $313 Shares 1,949 Est. Cost $111581.53 Unrealized
DE Deere & Co 0.0%
Value ($000) $312 Shares 665 Est. Cost $237.53 Unrealized +94.3%
DHR Danaher Corp Del 0.0%
Value ($000) $307 Shares 1,499 Est. Cost $168.71 Unrealized +28.6%
DVY Ishares Dj Select Div Fd 0.0%
Value ($000) $303 Shares 2,260 Est. Cost $84017.59 Unrealized
HEFA iShares Currency Hedged MSCI EAFE 0.0%
Value ($000) $294 Shares 8,103 Est. Cost $33.94 Unrealized
IJT Ishares S&P Small-Cap 0.0%
Value ($000) $285 Shares 2,288 Est. Cost $26932.17 Unrealized
CB Chubb Corporation 0.0%
Value ($000) $282 Shares 935 Est. Cost $223.21 Unrealized +23.8%
DIA Diamonds TRUST Series I 0.0%
Value ($000) $280 Shares 666 Est. Cost $266713.94 Unrealized
GEV Ge Vernova Llc Com 0.0%
Value ($000) $277 Shares 906 Est. Cost $158.10 Unrealized +120.2%
BIIB Biogen Idec Inc 0.0%
Value ($000) $274 Shares 2,000 Est. Cost $261.39 Unrealized -45.3%
NUE Nucor Corp 0.0%
Value ($000) $272 Shares 2,263 Est. Cost $65.18 Unrealized +94.5%
NOC Northrop Grumman Corp 0.0%
Value ($000) $271 Shares 530 Est. Cost $360.32 Unrealized +30.4%
T A T & T Inc New 0.0%
Value ($000) $271 Shares 9,586 Est. Cost $21.00 Unrealized +15.9%
CVLC CALVERT US LRG CAP RESPO INDX ETF 0.0%
Value ($000) $262 Shares 3,804 Est. Cost $68.94 Unrealized
KMB Kimberly-Clark Corp 0.0%
Value ($000) $258 Shares 1,817 Est. Cost $109.34 Unrealized +18.7%
BRBS Blue Ridge Bankshares Inc 0.0%
Value ($000) $255 Shares 78,305 Est. Cost $11.99 Unrealized -73.0%
GILD Gilead Sciences Inc 0.0%
Value ($000) $253 Shares 2,254 Est. Cost $54.67 Unrealized +83.9%
ALL Allstate Corporation 0.0%
Value ($000) $248 Shares 1,200 Est. Cost $100.15 Unrealized +91.0%
NTAP NetApp Inc 0.0%
Value ($000) $240 Shares 2,730 Est. Cost $44.94 Unrealized +141.0%
KNSL Kinsale Cap Group Inc Com 0.0%
Value ($000) $236 Shares 485 Est. Cost $128.25 Unrealized +249.5%
COF Capital One Financial Cp 0.0%
Value ($000) $230 Shares 1,285 Est. Cost $82.20 Unrealized +127.2%
CRM Salesforce Com 0.0%
Value ($000) $225 Shares 840 Est. Cost $154.52 Unrealized +100.0%
IBB Ishares Nasdaq Biotechnology 0.0%
Value ($000) $224 Shares 1,750 Est. Cost $96.57 Unrealized
VXUS Vanguard Total International Stock ETF 0.0%
Value ($000) $223 Shares 3,599 Est. Cost $41311.11 Unrealized
KHC Kraft Heinz Co Com 0.0%
Value ($000) $223 Shares 7,321 Est. Cost $47.45 Unrealized -40.3%
ENB Enbridge Inc 0.0%
Value ($000) $222 Shares 5,011 Est. Cost $20.69 Unrealized +100.1%
UNH Unitedhealth Group Inc 0.0%
Value ($000) $222 Shares 423 Est. Cost $371.04 Unrealized +34.6%
AMD Advanced Micro Devices 0.0%
Value ($000) $220 Shares 2,146 Est. Cost $115.36 Unrealized -3.6%
APH Amphenol Corp Cl A 0.0%
Value ($000) $220 Shares 3,361 Est. Cost $44.71 Unrealized +51.5%
ACN Accenture Ltd Cl A 0.0%
Value ($000) $220 Shares 706 Est. Cost $237.13 Unrealized +47.4%
IR Ingersoll-Rand plc 0.0%
Value ($000) $218 Shares 2,723 Est. Cost $33.61 Unrealized +159.0%
ALB Albemarle Corp 0.0%
Value ($000) $216 Shares 3,002 Est. Cost $111.68 Unrealized -28.5%
PH Parker-Hannifin Corp 0.0%
Value ($000) $214 Shares 352 Est. Cost $252.04 Unrealized +157.3%
HCA Hca Inc 0.0%
Value ($000) $204 Shares 590 Est. Cost $248.47 Unrealized +28.5%
WRB Berkley W R Corp 0.0%
Value ($000) $204 Shares 2,863 Est. Cost $35.22 Unrealized +69.5%
MAIN Main Str Cap Corp Com 0.0%
Value ($000) $204 Shares 3,600 Est. Cost $39.62 Unrealized +50.0%
BA Boeing Co 0.0%
Value ($000) $203 Shares 1,193 Est. Cost $253.15 Unrealized -31.6%
PFE Pfizer Incorporated 0.0%
Value ($000) $196 Shares 7,734 Est. Cost $29.17 Unrealized -15.3%
EHC Encompass Health Corp 0.0%
Value ($000) $194 Shares 1,918 Est. Cost $55.24 Unrealized +75.6%
IRM Iron Mountain Inc New 0.0%
Value ($000) $191 Shares 2,222 Est. Cost $92.25 Unrealized +1.0%
CP Canadian Pac Railway 0.0%
Value ($000) $184 Shares 2,625 Est. Cost $75.65 Unrealized -0.1%
PRU Prudential Financial Inc 0.0%
Value ($000) $179 Shares 1,602 Est. Cost $75.73 Unrealized +43.9%
LHX L3Harris Technologies Ord 0.0%
Value ($000) $178 Shares 852 Est. Cost $196.81 Unrealized +4.7%
MU Micron Technology Inc 0.0%
Value ($000) $178 Shares 2,044 Est. Cost $66.21 Unrealized +44.6%
INTC Intel Corp 0.0%
Value ($000) $174 Shares 7,677 Est. Cost $42.75 Unrealized -48.8%
GLW Corning Inc 0.0%
Value ($000) $174 Shares 3,808 Est. Cost $29.67 Unrealized +63.7%
DIS Disney Walt Co 0.0%
Value ($000) $172 Shares 1,747 Est. Cost $117.85 Unrealized -9.8%
CNI Canadian Natl Ry Co 0.0%
Value ($000) $169 Shares 1,731 Est. Cost $93.15 Unrealized +6.7%
NVS Novartis A G Spon Adr 0.0%
Value ($000) $168 Shares 1,505 Est. Cost $24154.78 Unrealized
PLD Prologis 0.0%
Value ($000) $168 Shares 1,500 Est. Cost $106.24 Unrealized +5.3%
AVY Avery Dennison Corp 0.0%
Value ($000) $162 Shares 911 Est. Cost $102.10 Unrealized +76.6%
THG Hanover Insurance Group 0.0%
Value ($000) $162 Shares 930 Est. Cost $125.82 Unrealized +26.2%
F Ford Motor Company New 0.0%
Value ($000) $160 Shares 15,961 Est. Cost $10.78 Unrealized -14.3%
KBE SPDR S&P Bank ETF 0.0%
Value ($000) $158 Shares 2,989 Est. Cost $41.83 Unrealized
EPR EPR Properties 0.0%
Value ($000) $158 Shares 3,000 Est. Cost $33130.00 Unrealized
TRV Travelers Companies Inc 0.0%
Value ($000) $157 Shares 594 Est. Cost $195.56 Unrealized +25.5%
DXCM Dexcom Inc 0.0%
Value ($000) $153 Shares 2,236 Est. Cost $86.63 Unrealized -5.8%
APO Apollo Global Management LLC Class A 0.0%
Value ($000) $151 Shares 1,100 Est. Cost $70.77 Unrealized +114.6%
EW Edwards Lifesciences Cp 0.0%
Value ($000) $150 Shares 2,063 Est. Cost $92.66 Unrealized -22.8%
SRE Sempra Energy 0.0%
Value ($000) $146 Shares 2,042 Est. Cost $58.07 Unrealized +30.1%
AEP Amer Electric Pwr Co Inc 0.0%
Value ($000) $137 Shares 1,257 Est. Cost $74.19 Unrealized +32.7%
TJX T J X Cos Inc 0.0%
Value ($000) $131 Shares 1,079 Est. Cost $113.03 Unrealized +6.3%
Unilever Plc Adr New 0.0%
Value ($000) $131 Shares 2,205 Est. Cost $19157.54 Unrealized
WFC Wells Fargo & Co New 0.0%
Value ($000) $130 Shares 1,806 Est. Cost $41.79 Unrealized +76.3%
XBI SPDR S&P Biotech ETF 0.0%
Value ($000) $128 Shares 1,577 Est. Cost $98.80 Unrealized
IJH iShares Core S&P Mid Cap ETF 0.0%
Value ($000) $127 Shares 2,170 Est. Cost $97.62 Unrealized
ROST Ross Stores Inc 0.0%
Value ($000) $125 Shares 980 Est. Cost $85.58 Unrealized +61.8%
AMP Ameriprise Financial Inc 0.0%
Value ($000) $123 Shares 254 Est. Cost $267.73 Unrealized +93.7%
GPC Genuine Parts Co 0.0%
Value ($000) $119 Shares 1,000 Est. Cost $118.01 Unrealized -1.0%
SPYV SPDR Portfolio S&P 500 Value ETF 0.0%
Value ($000) $112 Shares 2,200 Est. Cost $36.82 Unrealized
DES WisdomTree SmallCap Dividend ETF 0.0%
Value ($000) $111 Shares 3,469 Est. Cost $27539.93 Unrealized
SCHX Schwab US Large-Cap ETF 0.0%
Value ($000) $110 Shares 4,976 Est. Cost $11151.07 Unrealized
NSRGY Nestle S A Reg B Adr 0.0%
Value ($000) $109 Shares 1,075 Est. Cost $20994.93 Unrealized
TTC Toro Company 0.0%
Value ($000) $108 Shares 1,490 Est. Cost $81.15 Unrealized -2.6%
LUV Southwest Airlines Co 0.0%
Value ($000) $107 Shares 3,178 Est. Cost $45.52 Unrealized -31.8%
MGC Vanguard Mega Cap ETF 0.0%
Value ($000) $106 Shares 526 Est. Cost $201.38 Unrealized
SLV iShares Silver Trust 0.0%
Value ($000) $105 Shares 3,382 Est. Cost $2064.95 Unrealized
VEU Vanguard Intl Eqty Index 0.0%
Value ($000) $104 Shares 1,723 Est. Cost $57.73 Unrealized
GIL Gildan Activewear Inc 0.0%
Value ($000) $102 Shares 2,311 Est. Cost $25.04 Unrealized +96.0%
PALL ETFS Physical Palladium 0.0%
Value ($000) $102 Shares 1,125 Est. Cost $101.33 Unrealized
NXPI NXP Semiconductors NV 0.0%
Value ($000) $101 Shares 530 Est. Cost $155.42 Unrealized +34.8%
C Citigroup Inc 0.0%
Value ($000) $100 Shares 1,414 Est. Cost $44.28 Unrealized +68.3%
KR Kroger Company 0.0%
Value ($000) $100 Shares 1,481 Est. Cost $52.19 Unrealized +19.3%
DGX Quest Diagnostic Inc 0.0%
Value ($000) $100 Shares 590 Est. Cost $127.27 Unrealized +27.2%
PTC PTC Inc 0.0%
Value ($000) $95 Shares 614 Est. Cost $119.89 Unrealized +43.4%
ATR Aptargroup Inc 0.0%
Value ($000) $93 Shares 630 Est. Cost $103.79 Unrealized +43.0%
OKE Oneok Inc New 0.0%
Value ($000) $93 Shares 934 Est. Cost $58.06 Unrealized +63.6%
STN Stantec Inc 0.0%
Value ($000) $92 Shares 1,115 Est. Cost $43.95 Unrealized
MSI Motorola Solutions Inc Com New 0.0%
Value ($000) $92 Shares 211 Est. Cost $237.50 Unrealized +85.9%
ARCC Ares Capital Corp 0.0%
Value ($000) $92 Shares 4,150 Est. Cost $9.99 Unrealized +108.7%
ET Energy Transfer Equity LP 0.0%
Value ($000) $90 Shares 4,860 Est. Cost $468.03 Unrealized
STX Seagate Technology 0.0%
Value ($000) $89 Shares 1,050 Est. Cost $77.82 Unrealized +19.3%
VIS Vanguard Industrials ETF 0.0%
Value ($000) $88 Shares 357 Est. Cost $260.07 Unrealized
BP Bp Plc Adr 0.0%
Value ($000) $86 Shares 2,548 Est. Cost $19937.26 Unrealized
CEF Sprott Physical Gold & Silver Trust 0.0%
Value ($000) $85 Shares 3,000 Est. Cost $12.94 Unrealized
KLAC K L A Tencor Corp 0.0%
Value ($000) $85 Shares 125 Est. Cost $323.74 Unrealized +120.8%
VB Vanguard Small Cap 0.0%
Value ($000) $83 Shares 373 Est. Cost $175767.45 Unrealized
MRSH Marsh & Mc Lennan Co Inc 0.0%
Value ($000) $82 Shares 337 Est. Cost $107.07 Unrealized +108.6%
GNW Genworth Financial Inc 0.0%
Value ($000) $81 Shares 11,480 Est. Cost $6.26 Unrealized +11.1%
TSLA Tesla, Inc 0.0%
Value ($000) $81 Shares 313 Est. Cost $252.73 Unrealized +31.9%
GEN NortonLifeLock Inc 0.0%
Value ($000) $80 Shares 3,005 Est. Cost $12.38 Unrealized +118.0%
ADI Analog Devices Inc 0.0%
Value ($000) $77 Shares 381 Est. Cost $168.63 Unrealized +26.3%
GM General Motors Corp 0.0%
Value ($000) $76 Shares 1,611 Est. Cost $49.34 Unrealized -1.1%
ROKU Roku Inc Com Cl A 0.0%
Value ($000) $75 Shares 1,067 Est. Cost $68.57 Unrealized +16.7%
JBHT J B Hunt Transport Svcs 0.0%
Value ($000) $74 Shares 500 Est. Cost $163.38 Unrealized -0.2%
XEL Xcel Energy Inc 0.0%
Value ($000) $74 Shares 1,040 Est. Cost $60.99 Unrealized +8.2%
VLO Valero Energy Corp New 0.0%
Value ($000) $73 Shares 555 Est. Cost $61.34 Unrealized +110.9%
XLB Sector Spdr Materials Fd 0.0%
Value ($000) $73 Shares 850 Est. Cost $87.29 Unrealized
NVO Novo-Nordisk A-S Adr 0.0%
Value ($000) $73 Shares 1,050 Est. Cost $101.15 Unrealized
BDX Becton Dickinson & Co 0.0%
Value ($000) $73 Shares 317 Est. Cost $236.21 Unrealized -3.7%
INGR Ingredion Inc 0.0%
Value ($000) $71 Shares 522 Est. Cost $102.11 Unrealized +29.4%
CHCO City Holding Co 0.0%
Value ($000) $68 Shares 581 Est. Cost $63.61 Unrealized +80.3%
NNN National Retail Properties Inc 0.0%
Value ($000) $68 Shares 1,600 Est. Cost $43.10 Unrealized
DGRO iShares Core Dividend Growth ETF 0.0%
Value ($000) $68 Shares 1,104 Est. Cost $62.69 Unrealized
RY Royal Bk Of Canada Isin #ca7800871021 0.0%
Value ($000) $68 Shares 600 Est. Cost $88.10 Unrealized +33.7%
IYR iShares US Real Estate ETF 0.0%
Value ($000) $67 Shares 700 Est. Cost $87.90 Unrealized
DFAX DFA TA World ex US Core Equity I 0.0%
Value ($000) $66 Shares 2,517 Est. Cost $25880.02 Unrealized
CL Colgate-Palmolive Co 0.0%
Value ($000) $66 Shares 700 Est. Cost $78.12 Unrealized +12.4%
RUSHB Rush Enterprises Inc 0.0%
Value ($000) $64 Shares 1,125 Est. Cost $25.32 Unrealized +117.3%
O Realty Income Corp 0.0%
Value ($000) $63 Shares 1,083 Est. Cost $49.93 Unrealized +5.3%
VWO Vanguard Emerging Market 0.0%
Value ($000) $62 Shares 1,380 Est. Cost $28638.03 Unrealized
HEI/A Heico Corp 0.0%
Value ($000) $61 Shares 291 Est. Cost $121.50 Unrealized +59.3%
QBTS D WAVE QUANTUM ORD 0.0%
Value ($000) $61 Shares 7,985 Est. Cost $2.99 Unrealized +124.5%
SLB Schlumberger Ltd 0.0%
Value ($000) $60 Shares 1,447 Est. Cost $38.00 Unrealized +5.0%
VICI VICI Properties Inc 0.0%
Value ($000) $60 Shares 1,850 Est. Cost $25.34 Unrealized +15.1%
JAAA Janus Henderson AAA CLO ETF 0.0%
Value ($000) $59 Shares 1,163 Est. Cost $50.46 Unrealized
FBTC FIDELITY WISE ORIGIN BITCOIN FUND 0.0%
Value ($000) $59 Shares 817 Est. Cost $73.42 Unrealized
TSM Taiwan Semiconductr Adrf 0.0%
Value ($000) $58 Shares 350 Est. Cost $113.90 Unrealized
NKE Nike Inc Class B 0.0%
Value ($000) $58 Shares 912 Est. Cost $101.33 Unrealized -28.9%
MPLX MPLX LP 0.0%
Value ($000) $56 Shares 1,045 Est. Cost $43.02 Unrealized
DTE D T E Energy Company 0.0%
Value ($000) $55 Shares 400 Est. Cost $90.21 Unrealized +37.0%
IDXX Idexx Labs Inc 0.0%
Value ($000) $55 Shares 131 Est. Cost $426.91 Unrealized +1.7%
CINF Cincinnati Financial Cp 0.0%
Value ($000) $55 Shares 372 Est. Cost $96.11 Unrealized +43.2%
BMY Bristol-Myers Squibb Co 0.0%
Value ($000) $55 Shares 900 Est. Cost $50.98 Unrealized +8.8%
BIPC Brookfield Infrastructure Corp 0.0%
Value ($000) $54 Shares 1,483 Est. Cost $40.13 Unrealized -5.6%
AZO Autozone Inc 0.0%
Value ($000) $53 Shares 14 Est. Cost $2417.74 Unrealized +42.7%
WTW Willis Towers Watson 0.0%
Value ($000) $52 Shares 154 Est. Cost $169.26 Unrealized +90.4%
HUM Humana Inc 0.0%
Value ($000) $52 Shares 195 Est. Cost $388.40 Unrealized -31.3%
AVB AvalonBay Communities Inc 0.0%
Value ($000) $51 Shares 238 Est. Cost $138.71 Unrealized +51.1%
EPRT Essential Properties Realty Trust Inc 0.0%
Value ($000) $51 Shares 1,550 Est. Cost $24.03 Unrealized
ES Eversource Energy 0.0%
Value ($000) $50 Shares 800 Est. Cost $55.03 Unrealized +3.9%
CVS C V S Corp Del 0.0%
Value ($000) $47 Shares 700 Est. Cost $60.98 Unrealized -4.9%
ATLANT UN BK 400 DS RP 1 SRS A PRF 0.0%
Value ($000) $47 Shares 1,910 Est. Cost $21.02 Unrealized
VRSK Verisk Analytics Inc Cla 0.0%
Value ($000) $47 Shares 157 Est. Cost $172.18 Unrealized +66.3%
EVRG Evergy Inc 0.0%
Value ($000) $45 Shares 658 Est. Cost $45.62 Unrealized +38.4%
CARR Carrier Global Corp-Wi 0.0%
Value ($000) $44 Shares 700 Est. Cost $46.67 Unrealized +41.0%
Discover Financial Svcs 0.0%
Value ($000) $44 Shares 260 Est. Cost $96.93 Unrealized
FDX Fedex Corporation 0.0%
Value ($000) $44 Shares 180 Est. Cost $281.24 Unrealized -9.8%
CDP COPT Defense Properties 0.0%
Value ($000) $44 Shares 1,600 Est. Cost $23720.00 Unrealized
IXUS iShares Core MSCI Total Intl Stk ETF 0.0%
Value ($000) $43 Shares 623 Est. Cost $69.04 Unrealized
ETR Entergy Corp New 0.0%
Value ($000) $43 Shares 500 Est. Cost $59.52 Unrealized +35.2%
VIGI Vanguard Intl Div Apprec ETF 0.0%
Value ($000) $42 Shares 502 Est. Cost $61647.63 Unrealized
BTI Br Amer Tobacco Plc Adrf 0.0%
Value ($000) $41 Shares 1,000 Est. Cost $29.99 Unrealized
RPM Rpm International Inc 0.0%
Value ($000) $40 Shares 346 Est. Cost $64.41 Unrealized +88.7%
GEHC GE HEALTHCARE TECHNOLOGIES ORD WI 0.0%
Value ($000) $40 Shares 490 Est. Cost $71.08 Unrealized +20.7%
LEN Lennar Corp Cl A 0.0%
Value ($000) $39 Shares 342 Est. Cost $98.17 Unrealized +25.4%
FWONK Liberty Media Group 0.0%
Value ($000) $39 Shares 436 Est. Cost $62.30 Unrealized
VLTO VERALTO ORD WI 0.0%
Value ($000) $39 Shares 400 Est. Cost $74.52 Unrealized +33.4%
ODFL Old Dominion Freight Lns 0.0%
Value ($000) $38 Shares 232 Est. Cost $172.83 Unrealized +4.5%
JEPQ J P MORGAN NASDAQ EQT PRM INC ETF 0.0%
Value ($000) $37 Shares 717 Est. Cost $54.84 Unrealized
ETN Eaton Corporation 0.0%
Value ($000) $36 Shares 134 Est. Cost $127.77 Unrealized +141.5%
JBSS Sanfilippo John B & Son Inc 0.0%
Value ($000) $35 Shares 500 Est. Cost $75.10 Unrealized +1.9%
OBDC OWL ROCK CAPITAL ORD 0.0%
Value ($000) $35 Shares 2,400 Est. Cost $9.53 Unrealized +40.9%
NJR New Jersey Resources Corporation 0.0%
Value ($000) $34 Shares 700 Est. Cost $39.12 Unrealized +16.7%
CGBD Carlyle Secured Lending Inc 0.0%
Value ($000) $34 Shares 2,100 Est. Cost $10.08 Unrealized +55.9%
LNKB LINKBANCORP ORD 0.0%
Value ($000) $33 Shares 4,938 Est. Cost $6.02 Unrealized +15.1%
EA Electronic Arts Inc 0.0%
Value ($000) $33 Shares 225 Est. Cost $125.66 Unrealized +7.0%
ARE Alexandria Real Est Eqty 0.0%
Value ($000) $32 Shares 350 Est. Cost $105.22 Unrealized -12.5%
DD Dupont De Nemours Inc 0.0%
Value ($000) $32 Shares 424 Est. Cost $27.24 Unrealized +17.1%
VOT Vanguard Mid-Cap Growth ETF 0.0%
Value ($000) $32 Shares 129 Est. Cost $53976.92 Unrealized
UNM Unumprovident Corp 0.0%
Value ($000) $32 Shares 387 Est. Cost $36.48 Unrealized +111.3%
CAH Cardinal Health Inc 0.0%
Value ($000) $31 Shares 228 Est. Cost $47.39 Unrealized +165.6%
TROW Rowe T Price Group Inc 0.0%
Value ($000) $31 Shares 341 Est. Cost $109.92 Unrealized -8.5%
EOG E O G Resources Inc 0.0%
Value ($000) $30 Shares 237 Est. Cost $122.88 Unrealized +1.8%
HIW Highwoods Pptys Inc 0.0%
Value ($000) $30 Shares 1,017 Est. Cost $40.07 Unrealized
CMS C M S Energy Corp 0.0%
Value ($000) $30 Shares 400 Est. Cost $52.28 Unrealized +30.2%
AGOX ADAPTIVE ALPHA OPPORTUNIT ETF 0.0%
Value ($000) $30 Shares 1,226 Est. Cost $24.47 Unrealized
SOLV Solventum Corp Com Shs 0.0%
Value ($000) $29 Shares 386 Est. Cost $60.70 Unrealized +22.7%
EG Everest Re Group Ltd 0.0%
Value ($000) $29 Shares 80 Est. Cost $265.07 Unrealized +31.9%
CEG Constellation Energy Co 0.0%
Value ($000) $28 Shares 141 Est. Cost $173.08 Unrealized +54.1%
MRNA Moderna Inc 0.0%
Value ($000) $28 Shares 1,000 Est. Cost $23.01 Unrealized +54.2%
EUAD SELECT STOXX EUROPE ASPC DFN ETF 0.0%
Value ($000) $28 Shares 841 Est. Cost $33.53 Unrealized
LYB Lyondellbasell Industries NV 0.0%
Value ($000) $28 Shares 400 Est. Cost $81.83 Unrealized -15.9%
LUCID GROUP ORD 0.0%
Value ($000) $28 Shares 11,500 Est. Cost $7730.19 Unrealized
DELL Dell Inc 0.0%
Value ($000) $28 Shares 305 Est. Cost $30.17 Unrealized +245.4%
BNL BROADSTONE NET LEASE ORD 0.0%
Value ($000) $27 Shares 1,579 Est. Cost $15.98 Unrealized
VRTX Vertex Pharmaceuticals Inc 0.0%
Value ($000) $26 Shares 53 Est. Cost $466.83 Unrealized -0.2%
WPC W P Carey Inc 0.0%
Value ($000) $25 Shares 402 Est. Cost $66021.22 Unrealized
STWD Starwood Property Trust Inc. 0.0%
Value ($000) $25 Shares 1,250 Est. Cost $20.87 Unrealized
UGI U G I Corporation New 0.0%
Value ($000) $24 Shares 720 Est. Cost $53.89 Unrealized -41.2%
Pimco Corporate Opportunity Fund 0.0%
Value ($000) $23 Shares 1,620 Est. Cost $13.84 Unrealized
FIS Fidelity Natl Info Svcs 0.0%
Value ($000) $23 Shares 312 Est. Cost $53.76 Unrealized +36.9%
AES A E S Corp 0.0%
Value ($000) $23 Shares 1,875 Est. Cost $11.12 Unrealized -0.9%
PSX Phillips 0.0%
Value ($000) $22 Shares 182 Est. Cost $125.59 Unrealized -5.0%
AN Autonation Inc 0.0%
Value ($000) $22 Shares 138 Est. Cost $62.88 Unrealized +183.7%
BIP Brookfield Infra Ptnrs 0.0%
Value ($000) $22 Shares 750 Est. Cost $32.44 Unrealized
LMT Lockheed Martin Corp 0.0%
Value ($000) $22 Shares 50 Est. Cost $487.20 Unrealized -8.0%
PPG P P G Industries Inc 0.0%
Value ($000) $22 Shares 203 Est. Cost $143.99 Unrealized -21.8%
HPQ Hewlett-Packard Company 0.0%
Value ($000) $22 Shares 800 Est. Cost $22.00 Unrealized +38.0%
ZM Zoom Video Communications, Inc 0.0%
Value ($000) $22 Shares 300 Est. Cost $72.05 Unrealized +10.6%
MDU M D U Resources Group 0.0%
Value ($000) $22 Shares 1,300 Est. Cost $11.81 Unrealized +42.0%
IJR Ishares S&P Smallcap Core ETF 0.0%
Value ($000) $22 Shares 208 Est. Cost $110.33 Unrealized
STAG Stag Industrial Inc 0.0%
Value ($000) $22 Shares 600 Est. Cost $34.84 Unrealized
SCHG Schwab US Large-Cap Growth ETF 0.0%
Value ($000) $21 Shares 856 Est. Cost $6351.85 Unrealized
BRX Brixmor Property Group Inc 0.0%
Value ($000) $21 Shares 800 Est. Cost $23.68 Unrealized
USB U S Bancorp Del New 0.0%
Value ($000) $21 Shares 500 Est. Cost $38.10 Unrealized +16.0%
CTRE CareTrust REIT Inc 0.0%
Value ($000) $20 Shares 700 Est. Cost $25.23 Unrealized
MELI Mercadolibre Inc 0.0%
Value ($000) $20 Shares 10 Est. Cost $587.65 Unrealized +237.8%
KTB Kontoor Brands Inc COM 0.0%
Value ($000) $19 Shares 300 Est. Cost $51.39 Unrealized +50.8%
OHI Omega Healthcare Investors Inc 0.0%
Value ($000) $19 Shares 500 Est. Cost $30.66 Unrealized
SUSA iShares MSCI USA ESG Select ETF 0.0%
Value ($000) $19 Shares 165 Est. Cost $100.51 Unrealized
IBIT iShares Bitcoin Trust ETF 0.0%
Value ($000) $18 Shares 395 Est. Cost $46.81 Unrealized
DSI iShares MSCI KLD 400 Social ETF 0.0%
Value ($000) $18 Shares 180 Est. Cost $91.05 Unrealized
RIO Companhia Vale Do Adr 0.0%
Value ($000) $18 Shares 300 Est. Cost $28005.03 Unrealized
GIS General Mills Inc 0.0%
Value ($000) $18 Shares 300 Est. Cost $60.45 Unrealized -4.1%
YUM Yum Brands Inc 0.0%
Value ($000) $18 Shares 113 Est. Cost $133.16 Unrealized +6.4%
REGN Regeneron Pharmaceuticals 0.0%
Value ($000) $18 Shares 28 Est. Cost $709.89 Unrealized -3.6%
LW Lamb Weston Holdings Inc 0.0%
Value ($000) $18 Shares 333 Est. Cost $55.13 Unrealized +0.5%
SCHD Schwab US Dividend Equity ETF 0.0%
Value ($000) $18 Shares 630 Est. Cost $655.58 Unrealized
IWY iShares Russell Top 200 Growth ETF 0.0%
Value ($000) $18 Shares 83 Est. Cost $235.27 Unrealized
FELG FIDELITY ENHANCED LARGE CAP ETF 0.0%
Value ($000) $17 Shares 552 Est. Cost $31.50 Unrealized
USMV iShares MSCI USA Minimum Volatility 0.0%
Value ($000) $17 Shares 180 Est. Cost $90.77 Unrealized
AVA Avista Corp 0.0%
Value ($000) $17 Shares 400 Est. Cost $30.40 Unrealized +19.3%
SCHZ Schwab US Aggregate Bond ETF 0.0%
Value ($000) $17 Shares 717 Est. Cost $10836.48 Unrealized
PNW Pinnacle West Capital Cp 0.0%
Value ($000) $17 Shares 174 Est. Cost $84.97 Unrealized +1.6%
EXC Exelon Corporation 0.0%
Value ($000) $16 Shares 355 Est. Cost $36.64 Unrealized +10.5%
CHD Church & Dwight Co Inc 0.0%
Value ($000) $16 Shares 146 Est. Cost $87.83 Unrealized +20.5%
VABK Virginia National Bankshares Corp 0.0%
Value ($000) $16 Shares 442 Est. Cost $34.25 Unrealized +5.4%
RSG Republic Services Inc 0.0%
Value ($000) $16 Shares 65 Est. Cost $204.32 Unrealized +8.6%
WES WESTERN GAS PARTNERS LP 0.0%
Value ($000) $15 Shares 375 Est. Cost $38.26 Unrealized
PWCDF Power Corp Cda Isin 0.0%
Value ($000) $15 Shares 432 Est. Cost $27.95 Unrealized +14.0%
HOLX Hologic Inc 0.0%
Value ($000) $15 Shares 247 Est. Cost $71.91 Unrealized -7.9%
FVD First Trust Value Line Dividend ETF 0.0%
Value ($000) $15 Shares 336 Est. Cost $43.64 Unrealized
PSA Public Storage 0.0%
Value ($000) $15 Shares 50 Est. Cost $265.95 Unrealized +8.1%
DVN Devon Energy Cp New 0.0%
Value ($000) $15 Shares 400 Est. Cost $50.09 Unrealized -31.0%
EXR Extra Space Storage Inc 0.0%
Value ($000) $15 Shares 100 Est. Cost $115.65 Unrealized +25.6%
Spirit Aerosystems Hldgs 0.0%
Value ($000) $15 Shares 425 Est. Cost $34.08 Unrealized
DTM DT MIDSTREAM ORD WI 0.0%
Value ($000) $14 Shares 150 Est. Cost $35.96 Unrealized +170.2%
MPT Medical Pptys Tr Inc 0.0%
Value ($000) $14 Shares 2,350 Est. Cost $4.91 Unrealized
SKT Tanger Fctry Outlet Ctrs 0.0%
Value ($000) $14 Shares 406 Est. Cost $34.13 Unrealized
FOUR Shift4 Payments Inc 0.0%
Value ($000) $14 Shares 167 Est. Cost $99.28 Unrealized +3.8%
SHBI Shore Bancshares Inc 0.0%
Value ($000) $14 Shares 1,000 Est. Cost $13.42 Unrealized +12.3%
JCI Johnson Controls Inc 0.0%
Value ($000) $13 Shares 160 Est. Cost $79.25 Unrealized +3.0%
SPRY ARS Pharmaceuticals Inc 0.0%
Value ($000) $13 Shares 1,000 Est. Cost $12.03 Unrealized 0.0%
CNQ Canadian Natural Res 0.0%
Value ($000) $12 Shares 400 Est. Cost $32.47 Unrealized -8.9%
FSTA Fidelity MSCI Consumer Staples ETF 0.0%
Value ($000) $12 Shares 240 Est. Cost $51.05 Unrealized
CVMC CALVERT US MID CR RESPON INDX ETF 0.0%
Value ($000) $12 Shares 214 Est. Cost $56.72 Unrealized
NEM Newmont Mining Corp 0.0%
Value ($000) $12 Shares 250 Est. Cost $34.57 Unrealized +25.1%
GHI America First Multifamily Investors LP 0.0%
Value ($000) $12 Shares 972 Est. Cost $17.08 Unrealized
AKAM Akamai Technologies 0.0%
Value ($000) $12 Shares 148 Est. Cost $87.06 Unrealized +3.1%
VBR Vanguard Small-Cap Value ETF 0.0%
Value ($000) $12 Shares 63 Est. Cost $186.29 Unrealized
SOXX iShares PHLX Semiconductor ETF 0.0%
Value ($000) $11 Shares 60 Est. Cost $325.75 Unrealized
DLTR Dollar Tree Inc 0.0%
Value ($000) $11 Shares 150 Est. Cost $108.37 Unrealized -34.0%
DOW Dow Chemical Company 0.0%
Value ($000) $11 Shares 319 Est. Cost $38.83 Unrealized -7.4%
MET Metlife Inc 0.0%
Value ($000) $11 Shares 138 Est. Cost $66.02 Unrealized +22.9%
BAX Baxter International Inc 0.0%
Value ($000) $11 Shares 320 Est. Cost $66.08 Unrealized -51.3%
APP APPLOVIN CORP CL A 0.0%
Value ($000) $10 Shares 39 Est. Cost $344.61 Unrealized 0.0%
GVI iShares Interm Government/Credit Bd 0.0%
Value ($000) $10 Shares 92 Est. Cost $108.83 Unrealized
PEG Pub Svc Ent Group Inc 0.0%
Value ($000) $10 Shares 116 Est. Cost $72.92 Unrealized +11.1%
ITA iShares US Aerospace & Defense 0.0%
Value ($000) $9 Shares 62 Est. Cost $116.64 Unrealized
SPGI S&p Global Inc 0.0%
Value ($000) $9 Shares 18 Est. Cost $489.86 Unrealized +3.6%
HWM Howmet Aerospace Inc 0.0%
Value ($000) $9 Shares 70 Est. Cost $93.25 Unrealized +35.9%
HASI HA Sustainable Infrastructure Capital Inc 0.0%
Value ($000) $9 Shares 300 Est. Cost $29.55 Unrealized -9.4%
VXRT Vaxart Inc Com New 0.0%
Value ($000) $9 Shares 21,484 Est. Cost $2.69 Unrealized -76.1%
LMND LEMONADE ORD 0.0%
Value ($000) $9 Shares 274 Est. Cost $35.38 Unrealized -2.7%
CUBE CubeSmart 0.0%
Value ($000) $9 Shares 200 Est. Cost $48.49 Unrealized
CMG Chipotle Mexican Grill 0.0%
Value ($000) $9 Shares 170 Est. Cost $60.89 Unrealized -10.7%
SHOP Shopify Inc 0.0%
Value ($000) $8 Shares 85 Est. Cost $63.86 Unrealized +70.6%
WBD WARNER BROS. DISCOVERY SRS A ORD WI 0.0%
Value ($000) $8 Shares 755 Est. Cost $11.54 Unrealized -9.4%
CPKF Chesapeake Financial Shares Inc 0.0%
Value ($000) $8 Shares 412 Est. Cost $18.51 Unrealized -1.0%
SNOW Snowflake Inc 0.0%
Value ($000) $7 Shares 50 Est. Cost $169.70 Unrealized 0.0%
TDG Transdigm Group Inc 0.0%
Value ($000) $7 Shares 5 Est. Cost $1165.23 Unrealized +7.1%
PGF Invesco Financial Preferred ETF 0.0%
Value ($000) $7 Shares 484 Est. Cost $17.37 Unrealized
MSCI MSCI Inc 0.0%
Value ($000) $7 Shares 12 Est. Cost $541.59 Unrealized +6.2%
ARI Apollo Commercial Real Estate Finance Inc 0.0%
Value ($000) $7 Shares 700 Est. Cost $11.74 Unrealized
GEM Goldman Sachs ActiveBeta EMkts Eq ETF 0.0%
Value ($000) $7 Shares 200 Est. Cost $39490.00 Unrealized
FANG Diamondback Energy Inc Com Usd0.01 0.0%
Value ($000) $7 Shares 41 Est. Cost $182.56 Unrealized -13.9%
RCL Royal Caribbean Cruises Ltd 0.0%
Value ($000) $6 Shares 31 Est. Cost $170.13 Unrealized +37.1%
RGA Reinsurance Grp Of Amer 0.0%
Value ($000) $6 Shares 32 Est. Cost $151.55 Unrealized +36.8%
MRVL Marvell Tech Group Ltd 0.0%
Value ($000) $6 Shares 102 Est. Cost $45.90 Unrealized +110.7%
VFC V F Corporation 0.0%
Value ($000) $6 Shares 400 Est. Cost $17.16 Unrealized +29.1%
HPE Hewlett Packard Enterprises 0.0%
Value ($000) $6 Shares 400 Est. Cost $13.75 Unrealized +41.1%
PRFZ PowerShares FTSE RAFI US 1500 Sm-Mid ETF 0.0%
Value ($000) $6 Shares 160 Est. Cost $37.49 Unrealized
CSGP Costar Group Inc 0.0%
Value ($000) $6 Shares 76 Est. Cost $78.43 Unrealized -3.0%
SNPS Synopsys Inc 0.0%
Value ($000) $6 Shares 14 Est. Cost $533.51 Unrealized -8.9%
LULU Lululemon Athletica Inc 0.0%
Value ($000) $6 Shares 21 Est. Cost $326.34 Unrealized +12.4%
ORI Old Republic Intl Corp 0.0%
Value ($000) $6 Shares 150 Est. Cost $18.08 Unrealized +86.4%
ORLY O Reilly Automotive Inc 0.0%
Value ($000) $6 Shares 4 Est. Cost $73.46 Unrealized +18.4%
CTVA Corteva Inc com 0.0%
Value ($000) $6 Shares 91 Est. Cost $45.61 Unrealized +34.3%
LIN Linde plc 0.0%
Value ($000) $6 Shares 12 Est. Cost $447.95 Unrealized -0.8%
YUMC Yum China Hldgs Inc Com 0.0%
Value ($000) $5 Shares 103 Est. Cost $36.60 Unrealized +31.1%
TPR Tapestry Inc 0.0%
Value ($000) $5 Shares 74 Est. Cost $42.51 Unrealized +75.4%
SCHM Schwab US Mid-Cap ETF 0.0%
Value ($000) $5 Shares 197 Est. Cost $46.22 Unrealized
OWL BLUE OWL CAPITAL CL A ORD 0.0%
Value ($000) $5 Shares 253 Est. Cost $22.89 Unrealized -1.7%
BE Bloom Energy Corp Class A 0.0%
Value ($000) $5 Shares 257 Est. Cost $23.87 Unrealized 0.0%
Berry Plastics Group Inc 0.0%
Value ($000) $5 Shares 70 Est. Cost $6374.51 Unrealized
UPST UPSTART HOLDINGS INC 0.0%
Value ($000) $5 Shares 100 Est. Cost $249.80 Unrealized -75.1%
ZBH Zimmer Biomet Holdings Inc 0.0%
Value ($000) $5 Shares 40 Est. Cost $122.33 Unrealized -13.4%
VOD Vodafone Group Plc Adr 0.0%
Value ($000) $4 Shares 477 Est. Cost $9.37 Unrealized
MRP MILLROSE PROPERTIES INCWHEN ISSUED 0.0%
Value ($000) $4 Shares 166 Est. Cost $26.51 Unrealized
LRCX Lam Research Corporation 0.0%
Value ($000) $4 Shares 60 Est. Cost $76.05 Unrealized +2.7%
ADM Archer-Daniels-Midlnd Co 0.0%
Value ($000) $4 Shares 90 Est. Cost $76.49 Unrealized -38.8%
PYPL Paypal Hldgs Inc 0.0%
Value ($000) $4 Shares 65 Est. Cost $115.35 Unrealized -32.6%
BKR Baker Hughes a GE Co 0.0%
Value ($000) $4 Shares 94 Est. Cost $35.06 Unrealized +24.9%
GOVT iShares Core US Treasury Bond 0.0%
Value ($000) $4 Shares 177 Est. Cost $23.45 Unrealized
ETSY Etsy Inc com 0.0%
Value ($000) $4 Shares 85 Est. Cost $143.76 Unrealized -64.4%
WAB Wabtec 0.0%
Value ($000) $4 Shares 22 Est. Cost $151.53 Unrealized +26.0%
SPYX SPDR S&P 500 Fossil Fuel Rsrv Free ETF 0.0%
Value ($000) $4 Shares 87 Est. Cost $45.80 Unrealized
TOWN Townebank Portsmouth Va 0.0%
Value ($000) $4 Shares 116 Est. Cost $29.07 Unrealized +21.1%
TRGP Targa Resources Corp 0.0%
Value ($000) $4 Shares 19 Est. Cost $142.87 Unrealized +36.3%
FIX Comfort Systems USA Inc 0.0%
Value ($000) $4 Shares 12 Est. Cost $437.35 Unrealized -8.1%
CC The Chemours Company 0.0%
Value ($000) $4 Shares 272 Est. Cost $26.33 Unrealized -38.9%
FMAT Fidelity MSCI Materials ETF 0.0%
Value ($000) $4 Shares 75 Est. Cost $53.33 Unrealized
SCHE Schwab Emerging Markets Equity ETF 0.0%
Value ($000) $4 Shares 129 Est. Cost $27.58 Unrealized
SJM J M Smucker Co New 0.0%
Value ($000) $4 Shares 30 Est. Cost $138.52 Unrealized -24.7%
CAVA CAVA GROUP ORD 0.0%
Value ($000) $3 Shares 40 Est. Cost $43.64 Unrealized +148.4%
KMI Kinder Morgan Inc 0.0%
Value ($000) $3 Shares 117 Est. Cost $15.34 Unrealized +74.1%
PHM Pulte Homes Inc 0.0%
Value ($000) $3 Shares 32 Est. Cost $126.26 Unrealized -15.1%
A Agilent Technologies Inc 0.0%
Value ($000) $3 Shares 28 Est. Cost $111.58 Unrealized +20.0%
DG Dollar General Corp 0.0%
Value ($000) $3 Shares 37 Est. Cost $185.21 Unrealized -59.9%
NOW ServiceNow Inc 0.0%
Value ($000) $3 Shares 4 Est. Cost $164.40 Unrealized +17.2%
DAL Delta Air Lines Inc New 0.0%
Value ($000) $3 Shares 70 Est. Cost $37.46 Unrealized +56.5%
GWW Grainger W W Inc 0.0%
Value ($000) $3 Shares 3 Est. Cost $956.89 Unrealized +7.2%
HBAN Huntington Bancshs Inc 0.0%
Value ($000) $3 Shares 194 Est. Cost $11.46 Unrealized +35.5%
APA Apache Corp 0.0%
Value ($000) $3 Shares 135 Est. Cost $25.61 Unrealized -17.8%
BSX Boston Scientific Corp 0.0%
Value ($000) $3 Shares 28 Est. Cost $80.45 Unrealized +25.2%
FBIN Fortune Brands Home & Security Inc 0.0%
Value ($000) $3 Shares 45 Est. Cost $41.95 Unrealized +56.6%
SAN Banco Santander SA 0.0%
Value ($000) $3 Shares 400 Est. Cost $3.37 Unrealized
TXNM TXNM Energy Inc 0.0%
Value ($000) $3 Shares 50 Est. Cost $46.17 Unrealized +8.7%
XYZ Block Inc 0.0%
Value ($000) $3 Shares 49 Est. Cost $132.52 Unrealized -43.7%
VTRS Mylan Nv 0.0%
Value ($000) $3 Shares 301 Est. Cost $12.69 Unrealized -21.0%
HIG Hartford Finl Svcs Grp 0.0%
Value ($000) $3 Shares 21 Est. Cost $108.21 Unrealized +4.4%
MAA Mid-America Apartment Communities Inc 0.0%
Value ($000) $3 Shares 15 Est. Cost $153.24 Unrealized 0.0%
WCEO Hypatia Women CEO ETF 0.0%
Value ($000) $3 Shares 90 Est. Cost $31.26 Unrealized
CRON Cronos Group Inc 0.0%
Value ($000) $2 Shares 1,380 Est. Cost $7.65 Unrealized -74.7%
PFG Principal Financial Grp 0.0%
Value ($000) $2 Shares 29 Est. Cost $77.34 Unrealized +3.8%
AME Ametek Inc New 0.0%
Value ($000) $2 Shares 14 Est. Cost $168.06 Unrealized +7.5%
FLR Fluor Corporation New 0.0%
Value ($000) $2 Shares 66 Est. Cost $52.72 Unrealized -18.1%
SCHF Schwab International Equity ETF 0.0%
Value ($000) $2 Shares 119 Est. Cost $29.61 Unrealized
NRG Nrg Energy Inc New 0.0%
Value ($000) $2 Shares 24 Est. Cost $80.24 Unrealized +24.7%
SONY SONY GROUP CORP ADR 0.0%
Value ($000) $2 Shares 90 Est. Cost $33.50 Unrealized
ARM Arvinmeritor Inc 0.0%
Value ($000) $2 Shares 20 Est. Cost $106.80 Unrealized
SMMV iShares MSCI USA Sm-Cp Min Vol Fctr ETF 0.0%
Value ($000) $2 Shares 48 Est. Cost $41.69 Unrealized
IIPR Innovative Industrial Properties Inc 0.0%
Value ($000) $2 Shares 36 Est. Cost $66690.59 Unrealized
MLM Martin Marietta Matrls 0.0%
Value ($000) $2 Shares 4 Est. Cost $541.66 Unrealized -6.7%
Ansys Inc 0.0%
Value ($000) $2 Shares 6 Est. Cost $284305.20 Unrealized
PTON Peloton Interactive Inc 0.0%
Value ($000) $2 Shares 300 Est. Cost $73.73 Unrealized -89.4%
AGRO Adecoagro SA 0.0%
Value ($000) $2 Shares 169 Est. Cost $10.07 Unrealized 0.0%
TG Tredegar Corporation 0.0%
Value ($000) $2 Shares 240 Est. Cost $10.34 Unrealized -25.5%
LTC LTC Properties Inc 0.0%
Value ($000) $2 Shares 50 Est. Cost $40.00 Unrealized
COR Amerisourcebergen Corp 0.0%
Value ($000) $2 Shares 6 Est. Cost $230.34 Unrealized +8.3%
TMUS T-Mobile Us Inc 0.0%
Value ($000) $2 Shares 6 Est. Cost $194.62 Unrealized +24.9%
PPL Ppl Corporation 0.0%
Value ($000) $2 Shares 43 Est. Cost $29.23 Unrealized +12.6%
SDZNY SANDOZ GROUP ADR 0.0%
Value ($000) $2 Shares 37 Est. Cost $32.01 Unrealized
ADYEY Adyen Unspon 50 ADR Rep 1 Ord 0.0%
Value ($000) $2 Shares 100 Est. Cost $7.40 Unrealized
PLTR Palantir Technologies Inc 0.0%
Value ($000) $2 Shares 18 Est. Cost $30.69 Unrealized +186.1%
KD KYNDRYL HOLDINGS ORD WI 0.0%
Value ($000) $2 Shares 48 Est. Cost $21.59 Unrealized +73.6%
VNQI Vanguard Global ex-US Real Estate ETF 0.0%
Value ($000) $1 Shares 36 Est. Cost $40.72 Unrealized
ICE Intrcontinentalexchange 0.0%
Value ($000) $1 Shares 8 Est. Cost $152.59 Unrealized +6.2%
VXF Vanguard Extended Market ETF 0.0%
Value ($000) $1 Shares 8 Est. Cost $172.25 Unrealized
FAMDF Futura Med PLC 0.0%
Value ($000) $1 Shares 10,000 Est. Cost $0.24 Unrealized 0.0%
CCL Carnival Corp New 0.0%
Value ($000) $1 Shares 66 Est. Cost $23.40 Unrealized +1.6%
ST Sensata Technologies Holding N.V. 0.0%
Value ($000) $1 Shares 50 Est. Cost $35.09 Unrealized -21.0%
MGM Mgm Mirage 0.0%
Value ($000) $1 Shares 40 Est. Cost $39.24 Unrealized -14.4%
BYLD iShares Yield Optimized Bond ETF 0.0%
Value ($000) $1 Shares 53 Est. Cost $22.38 Unrealized
ELME Washington REIT 0.0%
Value ($000) $1 Shares 65 Est. Cost $17.41 Unrealized
DBOEY Deutsche Boerse AG 0.0%
Value ($000) $1 Shares 37 Est. Cost $23.36 Unrealized
DFCF Dimensional Core Fixed Income ETF 0.0%
Value ($000) $1 Shares 26 Est. Cost $42.19 Unrealized
RYDAF Shell PLC 0.0%
Value ($000) $1 Shares 30 Est. Cost $33.34 Unrealized 0.0%
FMCC Federal Home Loan Mortgage Corp 0.0%
Value ($000) $1 Shares 200 Est. Cost $5.46 Unrealized 0.0%
AMLP ALPS Alerian MLP ETF 0.0%
Value ($000) $1 Shares 20 Est. Cost $51.25 Unrealized
COMP COMPASS CL A ORD 0.0%
Value ($000) $1 Shares 115 Est. Cost $7.92 Unrealized 0.0%
RWO SPDR Dow Jones Global Real Estate ETF 0.0%
Value ($000) $1 Shares 21 Est. Cost $47.62 Unrealized
MCO Moodys Corp 0.0%
Value ($000) $1 Shares 2 Est. Cost $458.71 Unrealized +4.3%
NIO NIO INC ADS REPSTG CL A ORD SHS 0.0%
Value ($000) $1 Shares 243 Est. Cost $20151.31 Unrealized
FNB F N B Corp 0.0%
Value ($000) $1 Shares 63 Est. Cost $10.32 Unrealized +38.3%
Howmet Aerospace Prf 0.0%
Value ($000) $1 Shares 12 Est. Cost $63.08 Unrealized
VGIT Vanguard Intmdt-Term Trs ETF 0.0%
Value ($000) $1 Shares 12 Est. Cost $59.42 Unrealized
AFRM Affirm Holdings Inc 0.0%
Value ($000) $1 Shares 15 Est. Cost $52.33 Unrealized +13.2%
BNT BROOKFIELD REINSRNC EX VOTN CL A ORD 0.0%
Value ($000) $1 Shares 13 Est. Cost $31.31 Unrealized +20.1%
BHF Brighthouse Finl Inc Com 0.0%
Value ($000) $1 Shares 11 Est. Cost $49.66 Unrealized +12.5%
MBC MasterBrand Inc 0.0%
Value ($000) $1 Shares 45 Est. Cost $8.19 Unrealized +85.6%
Village Bk & Tr Finlcorp 0.0%
Value ($000) $1 Shares 7 Est. Cost $33000.00 Unrealized
AMBP Ardagh Metal Packaging SA 0.0%
Value ($000) $0 Shares 160 Est. Cost $4.20 Unrealized -38.5%
BEP Brookfield Renewable Partners LP 0.0%
Value ($000) $0 Shares 19 Est. Cost $31095.63 Unrealized
BINC ISHARES FLEXIBLE INCME ACTIVE ETF 0.0%
Value ($000) $0 Shares 8 Est. Cost $52.38 Unrealized
PSEC Prospect Cap Corp 0.0%
Value ($000) $0 Shares 100 Est. Cost $4.94 Unrealized -26.7%
DKS Dicks Sporting Goods Inc 0.0%
Value ($000) $0 Shares 2 Est. Cost $28.54 Unrealized +664.4%
VGLT Vanguard Long-Term Treasury ETF 0.0%
Value ($000) $0 Shares 6 Est. Cost $57.67 Unrealized
MAGN Magnera Corp 0.0%
Value ($000) $0 Shares 19 Est. Cost $20.46 Unrealized -5.0%
ARR ARMOUR Residential REIT Inc 0.0%
Value ($000) $0 Shares 20 Est. Cost $4.25 Unrealized
CURLF Curaleaf Holdings Inc 0.0%
Value ($000) $0 Shares 356 Est. Cost $15.44 Unrealized -91.8%
VCLT Vanguard Long-Term Corporate Bd ETF 0.0%
Value ($000) $0 Shares 4 Est. Cost $76.00 Unrealized
NTDOY Nintendo Ltd Adr 0.0%
Value ($000) $0 Shares 15 Est. Cost $36.73 Unrealized
BITO PROSHARES BITCOIN STRATEGY ETF 0.0%
Value ($000) $0 Shares 12 Est. Cost $30.12 Unrealized
Escrow Altegrity Inc Com 0.0%
Value ($000) $0 Shares 57 Est. Cost $17.54 Unrealized
MDT Medtronic Inc 0.0%
Value ($000) $0 Shares 2 Est. Cost $83.86 Unrealized +4.2%
Co-Diagnostics Inc 0.0%
Value ($000) $0 Shares 525 Est. Cost $7620.95 Unrealized
BKCH Global X Blockchain ETF 0.0%
Value ($000) $0 Shares 3 Est. Cost $13.00 Unrealized
BEPC Brookfield Renewable Corp Ordinary Shares - Class 0.0%
Value ($000) $0 Shares 3 Est. Cost $29.14 Unrealized -9.7%
BYND Beyond Meat Inc 0.0%
Value ($000) $0 Shares 23 Est. Cost $139.21 Unrealized -97.4%
AI C3 AI INC CL A 0.0%
Value ($000) $0 Shares 3 Est. Cost $27.51 Unrealized +3.1%
UA UNDER ARMOUR INC-CLASS C 0.0%
Value ($000) $0 Shares 8 Est. Cost $7.63 Unrealized -10.8%
CGC Canopy Growth Corp 0.0%
Value ($000) $0 Shares 48 Est. Cost $5.96 Unrealized -70.5%
ZIMVIE ORD WI 0.0%
Value ($000) $0 Shares 4 Est. Cost $7.25 Unrealized
JBLU Jetblue Airways Corp 0.0%
Value ($000) $0 Shares 3 Est. Cost $18.96 Unrealized -65.3%
AAL American Airls Group Inc 0.0%
Value ($000) $0 Shares 1 Est. Cost $15.06 Unrealized 0.0%
Wells Fargo & Co Pfd 0.0%
Value ($000) $0 Shares 19 Est. Cost $1.41 Unrealized
1/100000 Wells Fargo Pfd (NV) 0.0%
Value ($000) $0 Shares 62,200 Est. Cost Unrealized
CEL-SCI Corp 0.0%
Value ($000) $0 Shares 28 Est. Cost Unrealized
ZCO Liquidating Corp 0.0%
Value ($000) $0 Shares 50 Est. Cost Unrealized
Comwlth Bankshares 0.0%
Value ($000) $0 Shares 1,100 Est. Cost Unrealized
Nova BioGenetics Inc. 0.0%
Value ($000) $0 Shares 28 Est. Cost Unrealized
GCI LIBERTY INC XXX SUBMITTED FOR ESCROW CL A 0.0%
Value ($000) $0 Shares 3,631 Est. Cost $0.18 Unrealized
MMNFQ MedMen Enterprises Inc 0.0%
Value ($000) $0 Shares 125 Est. Cost $0.23 Unrealized -100.0%
Contra Abiomed Inc Com 0.0%
Value ($000) $0 Shares 253 Est. Cost Unrealized
Validian Corp 0.0%
Value ($000) $0 Shares 50,000 Est. Cost Unrealized
SHIFT TECHNOLOGIES CL A ORD 0.0%
Value ($000) $0 Shares 14 Est. Cost $1.14 Unrealized
BIGGQ Big Lots Inc 0.0%
Value ($000) $0 Shares 5 Est. Cost $0.09 Unrealized 0.0%
Pharmanetics Inc 0.0%
Value ($000) $0 Shares 12,398 Est. Cost Unrealized
PGN1EUR Paragon Offshore PLC 0.0%
Value ($000) $0 Shares 200 Est. Cost Unrealized
Advanced Explorations Inc 0.0%
Value ($000) $0 Shares 100 Est. Cost Unrealized
Playstar Corp New Shs (NV) 0.0%
Value ($000) $0 Shares 750 Est. Cost Unrealized
Luxeyard Inc (NV) 0.0%
Value ($000) $0 Shares 150 Est. Cost Unrealized
SESI SES Solar Inc 0.0%
Value ($000) $0 Shares 3,000 Est. Cost $0.00 Unrealized 0.0%
VRTHF Indigenous Bloom Hemp Corp 0.0%
Value ($000) $0 Shares 50 Est. Cost $0.01 Unrealized -83.2%