Heritage Wealth Advisors Diversified Active

CIK: 0001591122 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 13, 2025

Total Value ($000): $2,284,800 (100.0% shares, 0.0% debt)

Holdings (596)

IVV IShares S&P 500 Index 19.2%
Value ($000) $438,756 Shares 655,545 Est. Cost $10159.51 Unrealized
IEFA iShares Core MSCI EAFE 9.8%
Value ($000) $223,805 Shares 2,563,337 Est. Cost $9347.60 Unrealized
GOOG Alphabet Inc. Class C 3.9%
Value ($000) $88,990 Shares 365,389 Est. Cost $119.37 Unrealized +75.9%
MSFT Microsoft Corp 3.8%
Value ($000) $85,943 Shares 165,930 Est. Cost $186.54 Unrealized +172.7%
RTX Raytheon Technologies Ord 3.4%
Value ($000) $78,164 Shares 467,124 Est. Cost $75.70 Unrealized +103.8%
BN Brookfield Corporation 3.3%
Value ($000) $74,892 Shares 1,092,033 Est. Cost $22.77 Unrealized +94.1%
IWS iShares Russell Midcap Value 3.2%
Value ($000) $73,262 Shares 524,534 Est. Cost $10367.37 Unrealized
AAPL Apple Computer Inc 3.1%
Value ($000) $70,260 Shares 275,930 Est. Cost $110.66 Unrealized +103.9%
BRK/B Berkshire Hathaway Cl B 2.8%
Value ($000) $63,166 Shares 125,644 Est. Cost $248.17 Unrealized +95.2%
JNJ Johnson & Johnson 2.7%
Value ($000) $62,682 Shares 338,057 Est. Cost $139.92 Unrealized +21.1%
MA Mastercard Inc 2.7%
Value ($000) $62,556 Shares 109,977 Est. Cost $340.44 Unrealized +68.4%
IEMG iShares Core MSCI Emerging Markets ETF 2.5%
Value ($000) $57,900 Shares 878,336 Est. Cost $20167.13 Unrealized
ADP Auto Data Processing 2.4%
Value ($000) $55,583 Shares 189,380 Est. Cost $233.47 Unrealized +27.6%
MRK Merck & Co Inc 2.3%
Value ($000) $51,541 Shares 614,097 Est. Cost $76.70 Unrealized +5.6%
WMT Wal-Mart Stores Inc 2.2%
Value ($000) $51,051 Shares 495,353 Est. Cost $50.61 Unrealized +96.1%
AMZN Amazon Com Inc 2.2%
Value ($000) $49,789 Shares 226,755 Est. Cost $213.28 Unrealized +6.1%
PGR Progressive Corp Ohio 2.0%
Value ($000) $46,000 Shares 186,273 Est. Cost $85.76 Unrealized +170.2%
JPM Jpmorgan Chase & Co 2.0%
Value ($000) $45,439 Shares 144,056 Est. Cost $281.16 Unrealized +5.3%
COP Conocophillips 2.0%
Value ($000) $45,248 Shares 478,364 Est. Cost $80.05 Unrealized +16.5%
DUK Duke Energy New 1.8%
Value ($000) $40,115 Shares 324,165 Est. Cost $94.30 Unrealized +27.0%
HD Home Depot Inc 1.7%
Value ($000) $38,897 Shares 95,997 Est. Cost $261.13 Unrealized +49.0%
UNP Union Pacific Corp 1.7%
Value ($000) $37,819 Shares 159,999 Est. Cost $179.93 Unrealized +24.0%
ITOT iShares Core S&P Total US Stock Mkt 1.6%
Value ($000) $37,572 Shares 257,964 Est. Cost $22799.50 Unrealized
MCD Mc Donalds Corp 1.6%
Value ($000) $35,735 Shares 117,591 Est. Cost $258.93 Unrealized +16.4%
WMB Williams Companies 1.2%
Value ($000) $27,563 Shares 435,083 Est. Cost $27.30 Unrealized +111.8%
VT Vanguard Total World Stock ETF 1.1%
Value ($000) $24,576 Shares 178,346 Est. Cost $104.87 Unrealized
VOO Vanguard 500 ETF 1.0%
Value ($000) $22,271 Shares 36,369 Est. Cost $1063.87 Unrealized
ACWX iShares MSCI ACWI ex US ETF 0.9%
Value ($000) $20,086 Shares 308,971 Est. Cost $47.15 Unrealized
EFA iShares MSCI EAFE 0.7%
Value ($000) $15,496 Shares 165,959 Est. Cost $557.80 Unrealized
MKL Markel Group Inc 0.7%
Value ($000) $15,390 Shares 8,052 Est. Cost $1314.18 Unrealized +49.2%
PM Philip Morris Intl Inc 0.5%
Value ($000) $12,387 Shares 76,367 Est. Cost $59.97 Unrealized +175.5%
SPY SPDR S&P 500 Index 0.5%
Value ($000) $12,059 Shares 18,101 Est. Cost $1858.69 Unrealized
EPD Enterprise Prd Prtnrs Lp 0.5%
Value ($000) $11,489 Shares 367,415 Est. Cost $7807.23 Unrealized
VIG Vanguard Dividend Appreciation 0.4%
Value ($000) $9,289 Shares 43,045 Est. Cost $2260.09 Unrealized
NVDA Nvidia Corp 0.3%
Value ($000) $7,849 Shares 42,070 Est. Cost $93.52 Unrealized +86.4%
IVW Ishares S&P 500 Growth 0.3%
Value ($000) $7,298 Shares 60,450 Est. Cost $95.74 Unrealized
GOOGL Alphabet Inc. Class A 0.3%
Value ($000) $6,890 Shares 28,343 Est. Cost $108.04 Unrealized +93.6%
V Visa Inc 0.3%
Value ($000) $6,882 Shares 20,160 Est. Cost $177.42 Unrealized +94.5%
EEM iShares MSCI Emrg Mkt Fd 0.3%
Value ($000) $6,491 Shares 121,558 Est. Cost $527.55 Unrealized
MO Altria Group Inc 0.3%
Value ($000) $5,805 Shares 87,880 Est. Cost $27.04 Unrealized +127.2%
FRFHF Fairfax Financial Hldgs Ltd Sub Vtg 0.2%
Value ($000) $4,684 Shares 2,677 Est. Cost $785.60 Unrealized +123.2%
XLK Sector Spdr Tech Select 0.2%
Value ($000) $4,608 Shares 16,348 Est. Cost $142.94 Unrealized
IJJ Ishares S&P Midcap 0.2%
Value ($000) $4,188 Shares 37,748 Est. Cost $106.03 Unrealized
OEF iShares S&P 100 0.2%
Value ($000) $3,828 Shares 11,502 Est. Cost $124462.13 Unrealized
XOM Exxon Mobil Corporation 0.2%
Value ($000) $3,717 Shares 32,968 Est. Cost $56.34 Unrealized +94.7%
ESGD iShares ESG Aware MSCI EAFE ETF 0.1%
Value ($000) $3,277 Shares 35,240 Est. Cost $713.35 Unrealized
ORCL Oracle Corporation 0.1%
Value ($000) $2,865 Shares 10,186 Est. Cost $82.41 Unrealized +208.4%
PEP Pepsico Incorporated 0.1%
Value ($000) $2,706 Shares 19,265 Est. Cost $130.41 Unrealized +7.7%
RSP Invesco S&P 500 Equal Weight ETF 0.1%
Value ($000) $2,663 Shares 14,037 Est. Cost $23779.07 Unrealized
SPHQ Invesco S&P 500 Quality ETF 0.1%
Value ($000) $2,549 Shares 34,774 Est. Cost $73.29 Unrealized
VO Vanguard Mid-Cap ETF 0.1%
Value ($000) $2,532 Shares 8,619 Est. Cost $82114.41 Unrealized
CSX C S X Corp 0.1%
Value ($000) $2,530 Shares 71,253 Est. Cost $23.58 Unrealized +43.9%
LOW Lowes Companies Inc 0.1%
Value ($000) $2,500 Shares 9,947 Est. Cost $150.82 Unrealized +61.9%
RJF Raymond James Finl Inc 0.1%
Value ($000) $2,316 Shares 13,416 Est. Cost $64.74 Unrealized +154.4%
BRK/A Berkshire Hathaway Inc A 0.1%
Value ($000) $2,263 Shares 3 Est. Cost $729330.75 Unrealized -0.3%
COST Costco Whsl Corp New 0.1%
Value ($000) $2,154 Shares 2,327 Est. Cost $367.06 Unrealized +160.6%
IWR Ishares Russell Midcap 0.1%
Value ($000) $2,154 Shares 22,305 Est. Cost $65.15 Unrealized
MDLZ Mondelez Intl Inc Cl A 0.1%
Value ($000) $1,922 Shares 30,772 Est. Cost $34.21 Unrealized +85.3%
TFC Truist Finl Corp Com 0.1%
Value ($000) $1,802 Shares 39,407 Est. Cost $37.13 Unrealized +19.4%
VTI Vanguard Total Stock Mkt 0.1%
Value ($000) $1,766 Shares 5,382 Est. Cost $19615.68 Unrealized
ESGE iShares ESG Aware MSCI EM ETF 0.1%
Value ($000) $1,738 Shares 40,023 Est. Cost $409.43 Unrealized
GLDM SPDR Gold MiniShares 0.1%
Value ($000) $1,680 Shares 21,975 Est. Cost $40.91 Unrealized
ABBV Abbvie Inc Com Usd0.01 0.1%
Value ($000) $1,499 Shares 6,474 Est. Cost $97.06 Unrealized +108.1%
CVX Chevron Corporation 0.1%
Value ($000) $1,491 Shares 9,603 Est. Cost $98.99 Unrealized +53.8%
PG Procter & Gamble 0.1%
Value ($000) $1,461 Shares 9,511 Est. Cost $107.92 Unrealized +43.5%
CSCO Cisco Systems Inc 0.1%
Value ($000) $1,445 Shares 21,126 Est. Cost $34.98 Unrealized +92.7%
TT Trane Technologies PLC 0.1%
Value ($000) $1,439 Shares 3,410 Est. Cost $103.24 Unrealized +313.2%
NSC Norfolk Southern Corp 0.1%
Value ($000) $1,317 Shares 4,384 Est. Cost $156.10 Unrealized +76.8%
IWB Ishares Tr Russell 0.1%
Value ($000) $1,297 Shares 3,548 Est. Cost $12681.60 Unrealized
VALQ American Century U.S. Quality Value ETF 0.1%
Value ($000) $1,280 Shares 19,860 Est. Cost $12748.47 Unrealized
META Meta Platforms Inc 0.1%
Value ($000) $1,273 Shares 1,734 Est. Cost $276.77 Unrealized +168.5%
DFAC DIMENSIONAL U S CORE EQUITY 2 ETF 0.1%
Value ($000) $1,250 Shares 32,405 Est. Cost $26980.00 Unrealized
ABT Abbott Laboratories 0.1%
Value ($000) $1,245 Shares 9,299 Est. Cost $81.37 Unrealized +60.5%
CAT Caterpillar Inc 0.1%
Value ($000) $1,225 Shares 2,568 Est. Cost $141.34 Unrealized +201.0%
NFLX Netflix Inc 0.1%
Value ($000) $1,200 Shares 1,001 Est. Cost $24.24 Unrealized +403.6%
QCOM Qualcomm Inc 0.1%
Value ($000) $1,148 Shares 6,898 Est. Cost $86.26 Unrealized +82.2%
BLK Blackrock Inc 0.0%
Value ($000) $1,101 Shares 944 Est. Cost $840.24 Unrealized +32.0%
GE General Electric Company 0.0%
Value ($000) $1,094 Shares 3,636 Est. Cost $57.65 Unrealized +373.0%
KO Coca Cola Company 0.0%
Value ($000) $1,079 Shares 16,275 Est. Cost $35.81 Unrealized +89.7%
IWM Ishares Russell 2000 0.0%
Value ($000) $1,057 Shares 4,368 Est. Cost $9739.84 Unrealized
AVGO Broadcom Inc 0.0%
Value ($000) $1,055 Shares 3,199 Est. Cost $153.53 Unrealized +99.1%
IBM Intl Business Machines 0.0%
Value ($000) $1,051 Shares 3,725 Est. Cost $112.37 Unrealized +131.0%
UVV Universal Corp Va 0.0%
Value ($000) $1,009 Shares 18,062 Est. Cost $51.03 Unrealized +8.4%
BAC Bank Of America Corp 0.0%
Value ($000) $1,002 Shares 19,424 Est. Cost $20.52 Unrealized +135.6%
AMAT Applied Materials Inc 0.0%
Value ($000) $995 Shares 4,861 Est. Cost $64.63 Unrealized +179.7%
NUMV Nuveen ESG Mid-Cap Value ETF 0.0%
Value ($000) $993 Shares 25,665 Est. Cost $305.56 Unrealized
XLU Select Sector Spdr Trust The Utilities Select Sect 0.0%
Value ($000) $973 Shares 11,162 Est. Cost $11201.09 Unrealized
QQQ PowerShares QQQ ETF 0.0%
Value ($000) $959 Shares 1,598 Est. Cost $9778.76 Unrealized
XLF Sector Spdr Fincl Select 0.0%
Value ($000) $911 Shares 16,909 Est. Cost $2789.39 Unrealized
ELV Elevance Health Inc 0.0%
Value ($000) $902 Shares 2,793 Est. Cost $358.01 Unrealized -13.9%
XLV Sector Spdr Health Fund 0.0%
Value ($000) $890 Shares 6,396 Est. Cost $7027.53 Unrealized
D Dominion Res Inc Va New 0.0%
Value ($000) $889 Shares 14,528 Est. Cost $59.11 Unrealized -1.4%
MS Morgan Stanley 0.0%
Value ($000) $864 Shares 5,436 Est. Cost $58.77 Unrealized +149.2%
VTV Vanguard Value ETF 0.0%
Value ($000) $837 Shares 4,487 Est. Cost $153.74 Unrealized
GS Goldman Sachs Group Inc 0.0%
Value ($000) $827 Shares 1,038 Est. Cost $304.67 Unrealized +141.2%
LLY Eli Lilly and Co 0.0%
Value ($000) $825 Shares 1,081 Est. Cost $285.52 Unrealized +160.0%
IWP Ishares Russell Midcap Growth 0.0%
Value ($000) $805 Shares 5,652 Est. Cost $99.52 Unrealized
TMO Thermo Electron Corp 0.0%
Value ($000) $789 Shares 1,626 Est. Cost $446.20 Unrealized +4.2%
EMR Emerson Electric Co 0.0%
Value ($000) $781 Shares 5,957 Est. Cost $59.77 Unrealized +126.7%
ISRG Intuitive Surgical New 0.0%
Value ($000) $761 Shares 1,702 Est. Cost $250.06 Unrealized +91.9%
AUB Atlantic Un Bankshares Corp 0.0%
Value ($000) $744 Shares 21,089 Est. Cost $27.49 Unrealized +20.7%
UDR Utd Dominion Rlty Tr Inc 0.0%
Value ($000) $742 Shares 19,913 Est. Cost $30.95 Unrealized +24.4%
INTU Intuit Inc 0.0%
Value ($000) $740 Shares 1,084 Est. Cost $385.05 Unrealized +86.8%
BX Blackstone Group LP 0.0%
Value ($000) $726 Shares 4,248 Est. Cost $41.83 Unrealized +305.1%
ITW Illinois Tool Works Inc 0.0%
Value ($000) $720 Shares 2,760 Est. Cost $135.04 Unrealized +90.5%
TSM Taiwan Semiconductr Adrf 0.0%
Value ($000) $714 Shares 2,557 Est. Cost $211.08 Unrealized
RPC P10 Inc. Class A 0.0%
Value ($000) $710 Shares 65,277 Est. Cost $11.89 Unrealized 0.0%
IJS Ishares S&P Smcap Value 0.0%
Value ($000) $693 Shares 6,270 Est. Cost $101.18 Unrealized
IYH iShares US Healthcare 0.0%
Value ($000) $685 Shares 11,674 Est. Cost $36527.83 Unrealized
ZTS Zoetis Inc 0.0%
Value ($000) $660 Shares 4,514 Est. Cost $154.44 Unrealized -2.5%
Tri Continental Corp 0.0%
Value ($000) $647 Shares 19,028 Est. Cost $19.97 Unrealized
URI United Rentals Inc 0.0%
Value ($000) $637 Shares 667 Est. Cost $155.30 Unrealized +472.1%
IWN Ishares Russell 2000 Value ETF 0.0%
Value ($000) $637 Shares 3,600 Est. Cost $13406.76 Unrealized
FFXDF Fairfax India Ho-Sub Com Sub Vtg Shs Isi 0.0%
Value ($000) $624 Shares 36,200 Est. Cost $15.95 Unrealized +16.4%
VEA Vanguard FTSE International 0.0%
Value ($000) $620 Shares 10,350 Est. Cost $47.63 Unrealized
NEU Newmarket Corporation 0.0%
Value ($000) $609 Shares 735 Est. Cost $413.23 Unrealized +85.2%
GD General Dynamics Corp 0.0%
Value ($000) $604 Shares 1,772 Est. Cost $131.24 Unrealized +139.1%
CTAS Cintas Corp 0.0%
Value ($000) $600 Shares 2,924 Est. Cost $167.67 Unrealized +26.9%
SO The Southern Company 0.0%
Value ($000) $590 Shares 6,229 Est. Cost $51.40 Unrealized +79.4%
VGT Vanguard Information Technology ETF 0.0%
Value ($000) $579 Shares 776 Est. Cost $3470.25 Unrealized
GEV Ge Vernova Llc Com 0.0%
Value ($000) $557 Shares 906 Est. Cost $158.10 Unrealized +283.0%
AMGN Amgen Incorporated 0.0%
Value ($000) $557 Shares 1,973 Est. Cost $148.48 Unrealized +93.0%
SYY Sysco Corporation 0.0%
Value ($000) $542 Shares 6,584 Est. Cost $32.93 Unrealized +139.4%
GLD Spdr Gold TRUST 0.0%
Value ($000) $535 Shares 1,504 Est. Cost $2669.40 Unrealized
HON Honeywell International 0.0%
Value ($000) $529 Shares 2,512 Est. Cost $136.66 Unrealized +51.5%
VNQ Vanguard Reit 0.0%
Value ($000) $523 Shares 5,725 Est. Cost $4663.87 Unrealized
PICK iShares MSCI Global Mtls&Mng Prdcrs ETF 0.0%
Value ($000) $521 Shares 11,700 Est. Cost $43.07 Unrealized
BR Broadridge Finl Solution 0.0%
Value ($000) $507 Shares 2,130 Est. Cost $31.74 Unrealized +678.8%
VYM Vanguard Index Funds Vanguard High Dividend Yield 0.0%
Value ($000) $507 Shares 3,597 Est. Cost $47125.48 Unrealized
MAR Marriott Intl Inc Cl A 0.0%
Value ($000) $492 Shares 1,891 Est. Cost $152.20 Unrealized +75.8%
UBSI United Bankshares Inc 0.0%
Value ($000) $491 Shares 13,182 Est. Cost $35.58 Unrealized +4.8%
AXP American Express Company 0.0%
Value ($000) $474 Shares 1,426 Est. Cost $108.16 Unrealized +192.7%
VOOV Vanguard S&P 500 Value ETF 0.0%
Value ($000) $466 Shares 2,338 Est. Cost $21242.92 Unrealized
AJG Arthur J Gallagher & Co 0.0%
Value ($000) $464 Shares 1,498 Est. Cost $65.89 Unrealized +355.6%
VZ Verizon Communications 0.0%
Value ($000) $453 Shares 10,306 Est. Cost $35.27 Unrealized +20.5%
AGG Ishares Barclays Aggregate Bond 0.0%
Value ($000) $453 Shares 4,515 Est. Cost $27504.56 Unrealized
MCHP Microchip Technology Inc 0.0%
Value ($000) $452 Shares 7,038 Est. Cost $54.07 Unrealized +23.7%
FISV Fiserv Inc 0.0%
Value ($000) $446 Shares 3,459 Est. Cost $104.61 Unrealized +37.0%
SBUX Starbucks Corp 0.0%
Value ($000) $439 Shares 5,195 Est. Cost $75.62 Unrealized +17.1%
TXN Texas Instruments Inc 0.0%
Value ($000) $433 Shares 2,356 Est. Cost $140.57 Unrealized +37.5%
FAST Fastenal Co 0.0%
Value ($000) $428 Shares 8,726 Est. Cost $34.27 Unrealized +37.0%
NEE Nextera Energy Inc Com 0.0%
Value ($000) $426 Shares 5,646 Est. Cost $65.67 Unrealized +10.0%
CBRE CBRE Group Inc 0.0%
Value ($000) $415 Shares 2,637 Est. Cost $58.25 Unrealized +165.6%
TDY Teledyne Technologies 0.0%
Value ($000) $415 Shares 708 Est. Cost $230.20 Unrealized +137.8%
WM Waste Management, INC. 0.0%
Value ($000) $407 Shares 1,843 Est. Cost $113.44 Unrealized +97.2%
ADBE Adobe Systems Inc 0.0%
Value ($000) $402 Shares 1,140 Est. Cost $449.63 Unrealized -20.2%
MCK Mckesson Corporation 0.0%
Value ($000) $400 Shares 518 Est. Cost $301.86 Unrealized +132.9%
CVLC CALVERT US LRG CAP RESPO INDX ETF 0.0%
Value ($000) $399 Shares 4,876 Est. Cost $71.06 Unrealized
ETR Entergy Corp New 0.0%
Value ($000) $398 Shares 4,276 Est. Cost $78.74 Unrealized +10.6%
APD Air Prod & Chemicals Inc 0.0%
Value ($000) $397 Shares 1,457 Est. Cost $117.57 Unrealized +142.8%
APH Amphenol Corp Cl A 0.0%
Value ($000) $395 Shares 3,189 Est. Cost $44.71 Unrealized +144.7%
DEO Diageo Plc New Adr 0.0%
Value ($000) $390 Shares 4,086 Est. Cost $14152.85 Unrealized
PNC Pnc Finl Services Gp Inc 0.0%
Value ($000) $388 Shares 1,933 Est. Cost $117.52 Unrealized +66.6%
VUG Vanguard Growth ETF 0.0%
Value ($000) $386 Shares 805 Est. Cost $364.05 Unrealized
BAM Brookfield Asset Management 0.0%
Value ($000) $379 Shares 6,648 Est. Cost $27.10 Unrealized +116.6%
MMM 3m Company 0.0%
Value ($000) $359 Shares 2,314 Est. Cost $109.12 Unrealized +40.3%
PAYX Paychex Inc 0.0%
Value ($000) $349 Shares 2,753 Est. Cost $100.38 Unrealized +36.7%
AMD Advanced Micro Devices 0.0%
Value ($000) $348 Shares 2,148 Est. Cost $115.36 Unrealized +39.9%
MU Micron Technology Inc 0.0%
Value ($000) $342 Shares 2,044 Est. Cost $66.21 Unrealized +93.0%
FTNT Fortinet Inc 0.0%
Value ($000) $341 Shares 4,057 Est. Cost $51.78 Unrealized +72.3%
VOE Vanguard Mid Cap Value 0.0%
Value ($000) $340 Shares 1,949 Est. Cost $111581.53 Unrealized
BRBS Blue Ridge Bankshares Inc 0.0%
Value ($000) $331 Shares 78,305 Est. Cost $11.99 Unrealized -69.4%
COF Capital One Financial Cp 0.0%
Value ($000) $329 Shares 1,547 Est. Cost $99.62 Unrealized +118.6%
IJT Ishares S&P Small-Cap 0.0%
Value ($000) $324 Shares 2,288 Est. Cost $26932.17 Unrealized
NTAP NetApp Inc 0.0%
Value ($000) $323 Shares 2,730 Est. Cost $44.94 Unrealized +146.5%
NOC Northrop Grumman Corp 0.0%
Value ($000) $323 Shares 530 Est. Cost $360.32 Unrealized +56.3%
DVY Ishares Dj Select Div Fd 0.0%
Value ($000) $321 Shares 2,260 Est. Cost $84017.59 Unrealized
HEFA iShares Currency Hedged MSCI EAFE 0.0%
Value ($000) $321 Shares 8,103 Est. Cost $33.94 Unrealized
DOV Dover Corporation 0.0%
Value ($000) $318 Shares 1,905 Est. Cost $132.03 Unrealized +35.3%
KMX Carmax Inc 0.0%
Value ($000) $313 Shares 6,976 Est. Cost $74.05 Unrealized -19.4%
GLW Corning Inc 0.0%
Value ($000) $312 Shares 3,808 Est. Cost $29.67 Unrealized +119.0%
NUE Nucor Corp 0.0%
Value ($000) $304 Shares 2,248 Est. Cost $65.18 Unrealized +115.6%
DE Deere & Co 0.0%
Value ($000) $304 Shares 665 Est. Cost $237.53 Unrealized +106.1%
CI Cigna Corp 0.0%
Value ($000) $292 Shares 1,013 Est. Cost $188.88 Unrealized +55.2%
INTC Intel Corp 0.0%
Value ($000) $292 Shares 8,698 Est. Cost $39.10 Unrealized -38.0%
AON Aon Plc Com Usd0.01 Cl A 0.0%
Value ($000) $286 Shares 803 Est. Cost $269.40 Unrealized +34.2%
BIIB Biogen Idec Inc 0.0%
Value ($000) $280 Shares 2,000 Est. Cost $261.39 Unrealized -48.3%
DIA Diamonds TRUST Series I 0.0%
Value ($000) $278 Shares 600 Est. Cost $266713.94 Unrealized
T A T & T Inc New 0.0%
Value ($000) $271 Shares 9,586 Est. Cost $21.00 Unrealized +33.6%
DHR Danaher Corp Del 0.0%
Value ($000) $271 Shares 1,365 Est. Cost $168.71 Unrealized +17.6%
PH Parker-Hannifin Corp 0.0%
Value ($000) $267 Shares 352 Est. Cost $252.04 Unrealized +191.7%
LHX L3Harris Technologies Ord 0.0%
Value ($000) $260 Shares 852 Est. Cost $196.81 Unrealized +37.9%
ALL Allstate Corporation 0.0%
Value ($000) $258 Shares 1,200 Est. Cost $100.15 Unrealized +99.9%
BA Boeing Co 0.0%
Value ($000) $257 Shares 1,193 Est. Cost $253.15 Unrealized -10.9%
VXUS Vanguard Total International Stock ETF 0.0%
Value ($000) $253 Shares 3,449 Est. Cost $41311.11 Unrealized
ENB Enbridge Inc 0.0%
Value ($000) $253 Shares 5,011 Est. Cost $20.69 Unrealized +122.9%
IBB Ishares Nasdaq Biotechnology 0.0%
Value ($000) $253 Shares 1,750 Est. Cost $96.57 Unrealized
GILD Gilead Sciences Inc 0.0%
Value ($000) $250 Shares 2,254 Est. Cost $54.67 Unrealized +105.4%
STX Seagate Technology 0.0%
Value ($000) $248 Shares 1,050 Est. Cost $77.82 Unrealized +118.1%
HCA Hca Inc 0.0%
Value ($000) $246 Shares 578 Est. Cost $248.47 Unrealized +55.5%
EHC Encompass Health Corp 0.0%
Value ($000) $244 Shares 1,918 Est. Cost $55.24 Unrealized +114.8%
ALB Albemarle Corp 0.0%
Value ($000) $243 Shares 3,000 Est. Cost $111.68 Unrealized -31.4%
MAIN Main Str Cap Corp Com 0.0%
Value ($000) $229 Shares 3,600 Est. Cost $39.62 Unrealized +63.1%
IRM Iron Mountain Inc New 0.0%
Value ($000) $227 Shares 2,222 Est. Cost $92.25 Unrealized +2.7%
KMB Kimberly-Clark Corp 0.0%
Value ($000) $226 Shares 1,817 Est. Cost $109.34 Unrealized +16.0%
ACH Owens & Minor Inc Hldg Co 0.0%
Value ($000) $225 Shares 46,894 Est. Cost $26.00 Unrealized -75.5%
IR Ingersoll-Rand plc 0.0%
Value ($000) $225 Shares 2,723 Est. Cost $33.61 Unrealized +143.7%
CB Chubb Corporation 0.0%
Value ($000) $222 Shares 787 Est. Cost $223.21 Unrealized +23.3%
WRB Berkley W R Corp 0.0%
Value ($000) $219 Shares 2,863 Est. Cost $35.22 Unrealized +98.7%
KNSL Kinsale Cap Group Inc Com 0.0%
Value ($000) $206 Shares 485 Est. Cost $128.25 Unrealized +253.2%
NVS Novartis A G Spon Adr 0.0%
Value ($000) $200 Shares 1,556 Est. Cost $23367.04 Unrealized
QBTS D WAVE QUANTUM ORD 0.0%
Value ($000) $197 Shares 7,985 Est. Cost $2.99 Unrealized +508.8%
DIS Disney Walt Co 0.0%
Value ($000) $197 Shares 1,722 Est. Cost $117.85 Unrealized -0.7%
SCHG Schwab US Large-Cap Growth ETF 0.0%
Value ($000) $196 Shares 6,132 Est. Cost $914.15 Unrealized
CP Canadian Pac Railway 0.0%
Value ($000) $196 Shares 2,625 Est. Cost $75.65 Unrealized +0.8%
KHC Kraft Heinz Co Com 0.0%
Value ($000) $191 Shares 7,321 Est. Cost $47.45 Unrealized -44.2%
CRM Salesforce Com 0.0%
Value ($000) $187 Shares 787 Est. Cost $154.52 Unrealized +62.7%
SRE Sempra Energy 0.0%
Value ($000) $184 Shares 2,042 Est. Cost $58.07 Unrealized +37.4%
TGT Target Corporation 0.0%
Value ($000) $181 Shares 2,020 Est. Cost $131.00 Unrealized -26.2%
KBE SPDR S&P Bank ETF 0.0%
Value ($000) $178 Shares 2,989 Est. Cost $41.83 Unrealized
EPR EPR Properties 0.0%
Value ($000) $174 Shares 3,000 Est. Cost $33130.00 Unrealized
PLD Prologis 0.0%
Value ($000) $172 Shares 1,500 Est. Cost $106.24 Unrealized +1.9%
AEP Amer Electric Pwr Co Inc 0.0%
Value ($000) $168 Shares 1,493 Est. Cost $79.42 Unrealized +36.2%
PRU Prudential Financial Inc 0.0%
Value ($000) $166 Shares 1,602 Est. Cost $75.73 Unrealized +36.3%
UPS United Parcel Service B 0.0%
Value ($000) $161 Shares 1,929 Est. Cost $117.55 Unrealized -25.0%
EW Edwards Lifesciences Cp 0.0%
Value ($000) $160 Shares 2,063 Est. Cost $92.66 Unrealized -15.7%
TJX T J X Cos Inc 0.0%
Value ($000) $156 Shares 1,079 Est. Cost $113.03 Unrealized +17.0%
TSLA Tesla, Inc 0.0%
Value ($000) $151 Shares 340 Est. Cost $260.21 Unrealized +33.3%
DXCM Dexcom Inc 0.0%
Value ($000) $150 Shares 2,236 Est. Cost $86.63 Unrealized -8.6%
ROST Ross Stores Inc 0.0%
Value ($000) $149 Shares 980 Est. Cost $85.58 Unrealized +66.1%
AVY Avery Dennison Corp 0.0%
Value ($000) $148 Shares 911 Est. Cost $102.10 Unrealized +67.2%
APO Apollo Global Management LLC Class A 0.0%
Value ($000) $147 Shares 1,100 Est. Cost $70.77 Unrealized +98.9%
C Citigroup Inc 0.0%
Value ($000) $144 Shares 1,414 Est. Cost $44.28 Unrealized +112.6%
SLV iShares Silver Trust 0.0%
Value ($000) $143 Shares 3,382 Est. Cost $2064.95 Unrealized
GPC Genuine Parts Co 0.0%
Value ($000) $139 Shares 1,000 Est. Cost $118.01 Unrealized +12.2%
SPYV SPDR Portfolio S&P 500 Value ETF 0.0%
Value ($000) $138 Shares 2,494 Est. Cost $39.00 Unrealized
KLAC K L A Tencor Corp 0.0%
Value ($000) $135 Shares 125 Est. Cost $323.74 Unrealized +187.4%
Unilever Plc Adr New 0.0%
Value ($000) $135 Shares 2,274 Est. Cost $18578.10 Unrealized
WFC Wells Fargo & Co New 0.0%
Value ($000) $135 Shares 1,606 Est. Cost $41.79 Unrealized +92.5%
GIL Gildan Activewear Inc 0.0%
Value ($000) $134 Shares 2,311 Est. Cost $25.04 Unrealized +113.3%
VHT Vanguard Health Care ETF 0.0%
Value ($000) $133 Shares 512 Est. Cost $172419.16 Unrealized
SCHX Schwab US Large-Cap ETF 0.0%
Value ($000) $131 Shares 4,976 Est. Cost $11151.07 Unrealized
PALL ETFS Physical Palladium 0.0%
Value ($000) $128 Shares 1,125 Est. Cost $101.33 Unrealized
MGC Vanguard Mega Cap ETF 0.0%
Value ($000) $128 Shares 526 Est. Cost $201.38 Unrealized
AMP Ameriprise Financial Inc 0.0%
Value ($000) $125 Shares 254 Est. Cost $267.73 Unrealized +90.5%
PTC PTC Inc 0.0%
Value ($000) $125 Shares 614 Est. Cost $119.89 Unrealized +70.1%
NXPI NXP Semiconductors NV 0.0%
Value ($000) $121 Shares 531 Est. Cost $155.42 Unrealized +43.5%
PFE Pfizer Incorporated 0.0%
Value ($000) $121 Shares 4,746 Est. Cost $29.17 Unrealized -17.2%
ACN Accenture Ltd Cl A 0.0%
Value ($000) $121 Shares 489 Est. Cost $237.13 Unrealized +9.9%
STN Stantec Inc 0.0%
Value ($000) $120 Shares 1,115 Est. Cost $43.95 Unrealized
CMCSA Comcast Corp New Cl A 0.0%
Value ($000) $119 Shares 3,789 Est. Cost $37.73 Unrealized -12.1%
VEU Vanguard Intl Eqty Index 0.0%
Value ($000) $114 Shares 1,593 Est. Cost $57.73 Unrealized
DGX Quest Diagnostic Inc 0.0%
Value ($000) $112 Shares 590 Est. Cost $127.27 Unrealized +38.8%
CEF Sprott Physical Gold & Silver Trust 0.0%
Value ($000) $110 Shares 3,000 Est. Cost $12.94 Unrealized
ROKU Roku Inc Com Cl A 0.0%
Value ($000) $107 Shares 1,067 Est. Cost $68.57 Unrealized +34.5%
GNW Genworth Financial Inc 0.0%
Value ($000) $102 Shares 11,480 Est. Cost $6.26 Unrealized +31.8%
LUV Southwest Airlines Co 0.0%
Value ($000) $101 Shares 3,178 Est. Cost $45.52 Unrealized -28.7%
CNI Canadian Natl Ry Co 0.0%
Value ($000) $100 Shares 1,065 Est. Cost $93.15 Unrealized +3.1%
NSRGY Nestle S A Reg B Adr 0.0%
Value ($000) $99 Shares 1,075 Est. Cost $20994.93 Unrealized
MSI Motorola Solutions Inc Com New 0.0%
Value ($000) $97 Shares 211 Est. Cost $237.50 Unrealized +88.8%
VB Vanguard Small Cap 0.0%
Value ($000) $95 Shares 373 Est. Cost $175767.45 Unrealized
VLO Valero Energy Corp New 0.0%
Value ($000) $94 Shares 555 Est. Cost $61.34 Unrealized +141.0%
ADI Analog Devices Inc 0.0%
Value ($000) $94 Shares 382 Est. Cost $168.63 Unrealized +41.7%
RY Royal Bk Of Canada Isin #ca7800871021 0.0%
Value ($000) $88 Shares 600 Est. Cost $88.10 Unrealized +56.5%
BP Bp Plc Adr 0.0%
Value ($000) $88 Shares 2,548 Est. Cost $19937.26 Unrealized
ET Energy Transfer Equity LP 0.0%
Value ($000) $88 Shares 5,100 Est. Cost $441.54 Unrealized
VWO Vanguard Emerging Market 0.0%
Value ($000) $86 Shares 1,588 Est. Cost $24894.05 Unrealized
GEN NortonLifeLock Inc 0.0%
Value ($000) $85 Shares 3,005 Est. Cost $12.38 Unrealized +140.0%
VICI VICI Properties Inc 0.0%
Value ($000) $85 Shares 2,600 Est. Cost $27.07 Unrealized +18.4%
ATR Aptargroup Inc 0.0%
Value ($000) $84 Shares 630 Est. Cost $103.79 Unrealized +38.2%
XEL Xcel Energy Inc 0.0%
Value ($000) $84 Shares 1,040 Est. Cost $60.99 Unrealized +17.0%
IDXX Idexx Labs Inc 0.0%
Value ($000) $84 Shares 131 Est. Cost $426.91 Unrealized +42.2%
ARCC Ares Capital Corp 0.0%
Value ($000) $84 Shares 4,100 Est. Cost $9.99 Unrealized +113.5%
FBTC FIDELITY WISE ORIGIN BITCOIN FUND 0.0%
Value ($000) $82 Shares 817 Est. Cost $73.42 Unrealized
TOST Toast Inc 0.0%
Value ($000) $80 Shares 2,200 Est. Cost $43.41 Unrealized 0.0%
DFAX DFA TA World ex US Core Equity I 0.0%
Value ($000) $79 Shares 2,517 Est. Cost $25880.02 Unrealized
THG Hanover Insurance Group 0.0%
Value ($000) $78 Shares 430 Est. Cost $125.82 Unrealized +35.0%
XLB Sector Spdr Materials Fd 0.0%
Value ($000) $76 Shares 850 Est. Cost $87.29 Unrealized
DGRO iShares Core Dividend Growth ETF 0.0%
Value ($000) $75 Shares 1,104 Est. Cost $62.69 Unrealized
HEI/A Heico Corp 0.0%
Value ($000) $74 Shares 291 Est. Cost $121.50 Unrealized +105.6%
F Ford Motor Company New 0.0%
Value ($000) $73 Shares 6,130 Est. Cost $10.76 Unrealized +5.2%
CHCO City Holding Co 0.0%
Value ($000) $72 Shares 581 Est. Cost $63.61 Unrealized +94.3%
OKE Oneok Inc New 0.0%
Value ($000) $68 Shares 934 Est. Cost $58.06 Unrealized +29.3%
NNN National Retail Properties Inc 0.0%
Value ($000) $68 Shares 1,600 Est. Cost $43.10 Unrealized
IYR iShares US Real Estate ETF 0.0%
Value ($000) $68 Shares 700 Est. Cost $87.90 Unrealized
JBHT J B Hunt Transport Svcs 0.0%
Value ($000) $67 Shares 500 Est. Cost $163.38 Unrealized -12.3%
VTEB Vanguard Tax-Exempt Bond ETF 0.0%
Value ($000) $67 Shares 1,337 Est. Cost $50.07 Unrealized
O Realty Income Corp 0.0%
Value ($000) $66 Shares 1,083 Est. Cost $49.93 Unrealized +14.0%
MRSH Marsh & Mc Lennan Co Inc 0.0%
Value ($000) $65 Shares 324 Est. Cost $107.07 Unrealized +90.5%
RUSHB Rush Enterprises Inc 0.0%
Value ($000) $65 Shares 1,125 Est. Cost $25.32 Unrealized +121.2%
ES Eversource Energy 0.0%
Value ($000) $64 Shares 900 Est. Cost $55.57 Unrealized +15.5%
INGR Ingredion Inc 0.0%
Value ($000) $64 Shares 522 Est. Cost $102.11 Unrealized +26.2%
DTE D T E Energy Company 0.0%
Value ($000) $64 Shares 450 Est. Cost $95.18 Unrealized +41.7%
NKE Nike Inc Class B 0.0%
Value ($000) $64 Shares 912 Est. Cost $101.33 Unrealized -27.2%
BIPC Brookfield Infrastructure Corp 0.0%
Value ($000) $61 Shares 1,483 Est. Cost $40.13 Unrealized -0.6%
JAAA Janus Henderson AAA CLO ETF 0.0%
Value ($000) $61 Shares 1,194 Est. Cost $50.47 Unrealized
MPLX MPLX LP 0.0%
Value ($000) $60 Shares 1,208 Est. Cost $44.12 Unrealized
AZO Autozone Inc 0.0%
Value ($000) $60 Shares 14 Est. Cost $2417.74 Unrealized +65.9%
DES WisdomTree SmallCap Dividend ETF 0.0%
Value ($000) $60 Shares 1,769 Est. Cost $27539.93 Unrealized
CINF Cincinnati Financial Cp 0.0%
Value ($000) $59 Shares 372 Est. Cost $96.11 Unrealized +56.3%
NVO Novo-Nordisk A-S Adr 0.0%
Value ($000) $58 Shares 1,050 Est. Cost $101.15 Unrealized
CL Colgate-Palmolive Co 0.0%
Value ($000) $56 Shares 700 Est. Cost $78.12 Unrealized +8.3%
TRV Travelers Companies Inc 0.0%
Value ($000) $55 Shares 197 Est. Cost $195.56 Unrealized +36.0%
GM General Motors Corp 0.0%
Value ($000) $54 Shares 879 Est. Cost $49.34 Unrealized +12.6%
BTI Br Amer Tobacco Plc Adrf 0.0%
Value ($000) $53 Shares 1,000 Est. Cost $29.99 Unrealized
CVS C V S Corp Del 0.0%
Value ($000) $53 Shares 700 Est. Cost $60.98 Unrealized +11.2%
HUM Humana Inc 0.0%
Value ($000) $51 Shares 195 Est. Cost $388.40 Unrealized -32.7%
ETN Eaton Corporation 0.0%
Value ($000) $50 Shares 134 Est. Cost $127.77 Unrealized +184.3%
EVRG Evergy Inc 0.0%
Value ($000) $50 Shares 658 Est. Cost $45.62 Unrealized +54.0%
BDX Becton Dickinson & Co 0.0%
Value ($000) $50 Shares 267 Est. Cost $236.21 Unrealized -22.1%
ATLANT UN BK 400 DS RP 1 SRS A PRF 0.0%
Value ($000) $48 Shares 1,910 Est. Cost $21.02 Unrealized
SLB Schlumberger Ltd 0.0%
Value ($000) $48 Shares 1,392 Est. Cost $38.00 Unrealized -9.7%
CDP COPT Defense Properties 0.0%
Value ($000) $46 Shares 1,600 Est. Cost $23720.00 Unrealized
CEG Constellation Energy Co 0.0%
Value ($000) $46 Shares 141 Est. Cost $173.08 Unrealized +86.1%
EPRT Essential Properties Realty Trust Inc 0.0%
Value ($000) $46 Shares 1,550 Est. Cost $24.03 Unrealized
FWONK Liberty Media Group 0.0%
Value ($000) $46 Shares 436 Est. Cost $62.30 Unrealized
EA Electronic Arts Inc 0.0%
Value ($000) $45 Shares 225 Est. Cost $125.66 Unrealized +31.5%
VIGI Vanguard Intl Div Apprec ETF 0.0%
Value ($000) $45 Shares 502 Est. Cost $61647.63 Unrealized
AVB AvalonBay Communities Inc 0.0%
Value ($000) $44 Shares 228 Est. Cost $138.71 Unrealized +37.8%
WTW Willis Towers Watson 0.0%
Value ($000) $44 Shares 127 Est. Cost $169.26 Unrealized +90.3%
DELL Dell Inc 0.0%
Value ($000) $43 Shares 305 Est. Cost $30.17 Unrealized +328.2%
LEN Lennar Corp Cl A 0.0%
Value ($000) $43 Shares 342 Est. Cost $98.17 Unrealized +25.9%
CARR Carrier Global Corp-Wi 0.0%
Value ($000) $42 Shares 700 Est. Cost $46.67 Unrealized +44.9%
FETH Fidelity Ethereum Fund ETF 0.0%
Value ($000) $42 Shares 1,000 Est. Cost $41.55 Unrealized
JEPQ J P MORGAN NASDAQ EQT PRM INC ETF 0.0%
Value ($000) $41 Shares 717 Est. Cost $54.84 Unrealized
RPM Rpm International Inc 0.0%
Value ($000) $41 Shares 346 Est. Cost $64.41 Unrealized +86.3%
VOT Vanguard Mid-Cap Growth ETF 0.0%
Value ($000) $41 Shares 138 Est. Cost $50475.88 Unrealized
BMY Bristol-Myers Squibb Co 0.0%
Value ($000) $41 Shares 900 Est. Cost $50.98 Unrealized -10.7%
IXUS iShares Core MSCI Total Intl Stk ETF 0.0%
Value ($000) $40 Shares 490 Est. Cost $69.04 Unrealized
EUAD SELECT STOXX EUROPE ASPC DFN ETF 0.0%
Value ($000) $40 Shares 841 Est. Cost $33.53 Unrealized
VRSK Verisk Analytics Inc Cla 0.0%
Value ($000) $39 Shares 157 Est. Cost $172.18 Unrealized +58.9%
LCID LUCID GROUP ORD 0.0%
Value ($000) $39 Shares 1,650 Est. Cost $22.60 Unrealized 0.0%
VBR Vanguard Small-Cap Value ETF 0.0%
Value ($000) $38 Shares 183 Est. Cost $192.01 Unrealized
SPYM SPDR Portfolio S&P 500 ETF 0.0%
Value ($000) $38 Shares 484 Est. Cost $78.34 Unrealized
VLTO VERALTO ORD WI 0.0%
Value ($000) $37 Shares 350 Est. Cost $74.52 Unrealized +41.3%
TTC Toro Company 0.0%
Value ($000) $37 Shares 490 Est. Cost $81.15 Unrealized -5.5%
GEHC GE HEALTHCARE TECHNOLOGIES ORD WI 0.0%
Value ($000) $37 Shares 490 Est. Cost $71.08 Unrealized +4.9%
CAH Cardinal Health Inc 0.0%
Value ($000) $36 Shares 228 Est. Cost $47.39 Unrealized +224.1%
IVT InvenTrust Properties Corp. 0.0%
Value ($000) $36 Shares 1,250 Est. Cost $27.40 Unrealized
LNKB LINKBANCORP ORD 0.0%
Value ($000) $35 Shares 4,938 Est. Cost $6.02 Unrealized +18.4%
APP APPLOVIN CORP CL A 0.0%
Value ($000) $35 Shares 49 Est. Cost $368.39 Unrealized +25.2%
CTRE CareTrust REIT Inc 0.0%
Value ($000) $35 Shares 1,000 Est. Cost $28.06 Unrealized
NJR New Jersey Resources Corporation 0.0%
Value ($000) $34 Shares 700 Est. Cost $39.12 Unrealized +16.8%
DD Dupont De Nemours Inc 0.0%
Value ($000) $33 Shares 424 Est. Cost $27.24 Unrealized +14.3%
ODFL Old Dominion Freight Lns 0.0%
Value ($000) $33 Shares 232 Est. Cost $172.83 Unrealized -11.7%
ETSY Etsy Inc com 0.0%
Value ($000) $33 Shares 490 Est. Cost $66.05 Unrealized -9.6%
HIW Highwoods Pptys Inc 0.0%
Value ($000) $32 Shares 1,017 Est. Cost $40.07 Unrealized
JBSS Sanfilippo John B & Son Inc 0.0%
Value ($000) $32 Shares 500 Est. Cost $75.10 Unrealized -13.8%
IJR Ishares S&P Smallcap Core ETF 0.0%
Value ($000) $31 Shares 265 Est. Cost $112.11 Unrealized
BIP Brookfield Infra Ptnrs 0.0%
Value ($000) $31 Shares 950 Est. Cost $32.66 Unrealized
STWD Starwood Property Trust Inc. 0.0%
Value ($000) $31 Shares 1,610 Est. Cost $20.53 Unrealized
OBDC OWL ROCK CAPITAL ORD 0.0%
Value ($000) $31 Shares 2,400 Est. Cost $9.53 Unrealized +41.0%
AN Autonation Inc 0.0%
Value ($000) $30 Shares 138 Est. Cost $62.88 Unrealized +235.2%
UNM Unumprovident Corp 0.0%
Value ($000) $30 Shares 387 Est. Cost $36.48 Unrealized +105.4%
RIO Companhia Vale Do Adr 0.0%
Value ($000) $30 Shares 453 Est. Cost $18566.08 Unrealized
CMS C M S Energy Corp 0.0%
Value ($000) $29 Shares 400 Est. Cost $52.28 Unrealized +36.0%
ARE Alexandria Real Est Eqty 0.0%
Value ($000) $29 Shares 350 Est. Cost $105.22 Unrealized -26.1%
BNL BROADSTONE NET LEASE ORD 0.0%
Value ($000) $28 Shares 1,579 Est. Cost $15.98 Unrealized
SOLV Solventum Corp Com Shs 0.0%
Value ($000) $28 Shares 386 Est. Cost $60.70 Unrealized +20.8%
EG Everest Re Group Ltd 0.0%
Value ($000) $28 Shares 80 Est. Cost $265.07 Unrealized +27.4%
Pimco Corporate Opportunity Fund 0.0%
Value ($000) $28 Shares 1,920 Est. Cost $13.94 Unrealized
OHI Omega Healthcare Investors Inc 0.0%
Value ($000) $27 Shares 650 Est. Cost $32.04 Unrealized
WPC W P Carey Inc 0.0%
Value ($000) $27 Shares 402 Est. Cost $66021.22 Unrealized
CGBD Carlyle Secured Lending Inc 0.0%
Value ($000) $26 Shares 2,100 Est. Cost $10.08 Unrealized +27.9%
MRNA Moderna Inc 0.0%
Value ($000) $26 Shares 1,000 Est. Cost $23.01 Unrealized +21.3%
IBIT iShares Bitcoin Trust ETF 0.0%
Value ($000) $26 Shares 395 Est. Cost $46.81 Unrealized
LMT Lockheed Martin Corp 0.0%
Value ($000) $25 Shares 50 Est. Cost $487.20 Unrealized -8.0%
ZM Zoom Video Communications, Inc 0.0%
Value ($000) $25 Shares 300 Est. Cost $72.05 Unrealized +8.3%
AES A E S Corp 0.0%
Value ($000) $25 Shares 1,875 Est. Cost $11.12 Unrealized +14.9%
EOG E O G Resources Inc 0.0%
Value ($000) $24 Shares 218 Est. Cost $122.88 Unrealized -4.0%
UGI U G I Corporation New 0.0%
Value ($000) $24 Shares 720 Est. Cost $53.89 Unrealized -35.1%
KTB Kontoor Brands Inc COM 0.0%
Value ($000) $24 Shares 300 Est. Cost $51.39 Unrealized +39.3%
MELI Mercadolibre Inc 0.0%
Value ($000) $23 Shares 10 Est. Cost $587.65 Unrealized +308.5%
SPYG SPDR S&P 500 Growth 0.0%
Value ($000) $23 Shares 223 Est. Cost $104.51 Unrealized
IWY iShares Russell Top 200 Growth ETF 0.0%
Value ($000) $23 Shares 83 Est. Cost $235.27 Unrealized
FELG FIDELITY ENHANCED LARGE CAP ETF 0.0%
Value ($000) $23 Shares 552 Est. Cost $31.50 Unrealized
DSI iShares MSCI KLD 400 Social ETF 0.0%
Value ($000) $23 Shares 180 Est. Cost $91.05 Unrealized
SCHD Schwab US Dividend Equity ETF 0.0%
Value ($000) $23 Shares 830 Est. Cost $503.99 Unrealized
SUSA iShares MSCI USA ESG Select ETF 0.0%
Value ($000) $22 Shares 165 Est. Cost $100.51 Unrealized
BRX Brixmor Property Group Inc 0.0%
Value ($000) $22 Shares 800 Est. Cost $23.68 Unrealized
HPQ Hewlett-Packard Company 0.0%
Value ($000) $22 Shares 800 Est. Cost $22.00 Unrealized +18.8%
BE Bloom Energy Corp Class A 0.0%
Value ($000) $22 Shares 257 Est. Cost $23.87 Unrealized +94.5%
PPG P P G Industries Inc 0.0%
Value ($000) $21 Shares 203 Est. Cost $143.99 Unrealized -23.6%
STAG Stag Industrial Inc 0.0%
Value ($000) $21 Shares 600 Est. Cost $34.84 Unrealized
NEM Newmont Mining Corp 0.0%
Value ($000) $21 Shares 250 Est. Cost $34.57 Unrealized +100.7%
UNH Unitedhealth Group Inc 0.0%
Value ($000) $21 Shares 60 Est. Cost $371.04 Unrealized -19.4%
FIS Fidelity Natl Info Svcs 0.0%
Value ($000) $21 Shares 312 Est. Cost $53.76 Unrealized +34.2%
IVOV Vanguard S&P Mid-Cap 400 Value ETF 0.0%
Value ($000) $20 Shares 198 Est. Cost $95.47 Unrealized
CHTR Charter Communications Inc 0.0%
Value ($000) $20 Shares 72 Est. Cost $382.78 Unrealized -21.1%
LYB Lyondellbasell Industries NV 0.0%
Value ($000) $20 Shares 400 Est. Cost $81.83 Unrealized -34.0%
LW Lamb Weston Holdings Inc 0.0%
Value ($000) $19 Shares 333 Est. Cost $55.13 Unrealized -1.7%
CVMC CALVERT US MID CR RESPON INDX ETF 0.0%
Value ($000) $19 Shares 299 Est. Cost $57.85 Unrealized
PWCDF Power Corp Cda Isin 0.0%
Value ($000) $19 Shares 432 Est. Cost $27.95 Unrealized +46.8%
CRS Carpenter Technology Cp 0.0%
Value ($000) $18 Shares 75 Est. Cost $217.46 Unrealized +17.4%
VBK Vanguard Small-Cap Growth ETF 0.0%
Value ($000) $18 Shares 60 Est. Cost $276.93 Unrealized
JCI Johnson Controls Inc 0.0%
Value ($000) $18 Shares 160 Est. Cost $79.25 Unrealized +34.8%
ESGV Vanguard ESG US Stock ETF 0.0%
Value ($000) $17 Shares 146 Est. Cost $109.64 Unrealized
YUM Yum Brands Inc 0.0%
Value ($000) $17 Shares 113 Est. Cost $133.16 Unrealized +9.7%
VABK Virginia National Bankshares Corp 0.0%
Value ($000) $17 Shares 442 Est. Cost $34.25 Unrealized +13.4%
USMV iShares MSCI USA Minimum Volatility 0.0%
Value ($000) $17 Shares 180 Est. Cost $90.77 Unrealized
DTM DT MIDSTREAM ORD WI 0.0%
Value ($000) $17 Shares 150 Est. Cost $35.96 Unrealized +186.9%
SCHZ Schwab US Aggregate Bond ETF 0.0%
Value ($000) $17 Shares 720 Est. Cost $10836.48 Unrealized
HOLX Hologic Inc 0.0%
Value ($000) $17 Shares 247 Est. Cost $71.91 Unrealized -7.7%
SHBI Shore Bancshares Inc 0.0%
Value ($000) $16 Shares 1,000 Est. Cost $13.42 Unrealized +22.7%
Spirit Aerosystems Hldgs 0.0%
Value ($000) $16 Shares 425 Est. Cost $34.08 Unrealized
EXC Exelon Corporation 0.0%
Value ($000) $16 Shares 355 Est. Cost $36.64 Unrealized +18.4%
REGN Regeneron Pharmaceuticals 0.0%
Value ($000) $16 Shares 28 Est. Cost $709.89 Unrealized -20.5%
PNW Pinnacle West Capital Cp 0.0%
Value ($000) $16 Shares 174 Est. Cost $84.97 Unrealized +4.5%
FVD First Trust Value Line Dividend ETF 0.0%
Value ($000) $16 Shares 336 Est. Cost $43.64 Unrealized
GIS General Mills Inc 0.0%
Value ($000) $15 Shares 300 Est. Cost $60.45 Unrealized -18.2%
AVA Avista Corp 0.0%
Value ($000) $15 Shares 400 Est. Cost $30.40 Unrealized +20.0%
RSG Republic Services Inc 0.0%
Value ($000) $15 Shares 65 Est. Cost $204.32 Unrealized +14.2%
PSA Public Storage 0.0%
Value ($000) $15 Shares 51 Est. Cost $266.38 Unrealized +5.7%
WES WESTERN GAS PARTNERS LP 0.0%
Value ($000) $15 Shares 375 Est. Cost $38.26 Unrealized
LMND LEMONADE ORD 0.0%
Value ($000) $15 Shares 274 Est. Cost $35.38 Unrealized +37.9%
DLTR Dollar Tree Inc 0.0%
Value ($000) $14 Shares 150 Est. Cost $108.37 Unrealized -1.3%
EXR Extra Space Storage Inc 0.0%
Value ($000) $14 Shares 100 Est. Cost $115.65 Unrealized +21.6%
SKT Tanger Fctry Outlet Ctrs 0.0%
Value ($000) $14 Shares 406 Est. Cost $34.13 Unrealized
PLTR Palantir Technologies Inc 0.0%
Value ($000) $13 Shares 72 Est. Cost $129.22 Unrealized +25.4%
ITA iShares US Aerospace & Defense 0.0%
Value ($000) $13 Shares 62 Est. Cost $116.64 Unrealized
FOUR Shift4 Payments Inc 0.0%
Value ($000) $13 Shares 167 Est. Cost $99.28 Unrealized -6.4%
CHD Church & Dwight Co Inc 0.0%
Value ($000) $13 Shares 146 Est. Cost $87.83 Unrealized +6.2%
CNQ Canadian Natural Res 0.0%
Value ($000) $13 Shares 400 Est. Cost $32.47 Unrealized -3.5%
SHOP Shopify Inc 0.0%
Value ($000) $13 Shares 85 Est. Cost $63.86 Unrealized +112.3%
MPT Medical Pptys Tr Inc 0.0%
Value ($000) $12 Shares 2,350 Est. Cost $4.91 Unrealized
TMUS T-Mobile Us Inc 0.0%
Value ($000) $11 Shares 48 Est. Cost $235.62 Unrealized +2.0%
HWM Howmet Aerospace Inc 0.0%
Value ($000) $11 Shares 58 Est. Cost $93.25 Unrealized +95.3%
MET Metlife Inc 0.0%
Value ($000) $11 Shares 138 Est. Cost $66.02 Unrealized +18.0%
SNOW Snowflake Inc 0.0%
Value ($000) $11 Shares 50 Est. Cost $169.70 Unrealized +26.5%
AKAM Akamai Technologies 0.0%
Value ($000) $11 Shares 148 Est. Cost $87.06 Unrealized -11.5%
USB U S Bancorp Del New 0.0%
Value ($000) $11 Shares 225 Est. Cost $38.10 Unrealized +21.7%
IJH iShares Core S&P Mid Cap ETF 0.0%
Value ($000) $11 Shares 165 Est. Cost $65.26 Unrealized
VSGX Vanguard World Fd Esg International Stock Etf 0.0%
Value ($000) $10 Shares 150 Est. Cost $65.50 Unrealized
TTAM Titan America SA 0.0%
Value ($000) $10 Shares 692 Est. Cost $14.75 Unrealized 0.0%
GVI iShares Interm Government/Credit Bd 0.0%
Value ($000) $10 Shares 94 Est. Cost $108.78 Unrealized
SPRY ARS Pharmaceuticals Inc 0.0%
Value ($000) $10 Shares 1,000 Est. Cost $12.03 Unrealized +19.3%
RCL Royal Caribbean Cruises Ltd 0.0%
Value ($000) $10 Shares 31 Est. Cost $170.13 Unrealized +95.2%
GHI America First Multifamily Investors LP 0.0%
Value ($000) $10 Shares 972 Est. Cost $17.08 Unrealized
PEG Pub Svc Ent Group Inc 0.0%
Value ($000) $10 Shares 118 Est. Cost $72.92 Unrealized +13.4%
HPE Hewlett Packard Enterprises 0.0%
Value ($000) $10 Shares 400 Est. Cost $13.75 Unrealized +59.1%
JQUA JPMorgan US Quality Factor ETF 0.0%
Value ($000) $10 Shares 153 Est. Cost $62.91 Unrealized
FIX Comfort Systems USA Inc 0.0%
Value ($000) $10 Shares 12 Est. Cost $437.35 Unrealized +54.8%
WELL Welltower Inc Com 0.0%
Value ($000) $9 Shares 52 Est. Cost $147.88 Unrealized +10.5%
BEP Brookfield Renewable Partners LP 0.0%
Value ($000) $9 Shares 354 Est. Cost $1693.34 Unrealized
LULU Lululemon Athletica Inc 0.0%
Value ($000) $9 Shares 51 Est. Cost $252.25 Unrealized -20.6%
CPKF Chesapeake Financial Shares Inc 0.0%
Value ($000) $9 Shares 412 Est. Cost $18.51 Unrealized +15.5%
SPGI S&p Global Inc 0.0%
Value ($000) $9 Shares 18 Est. Cost $489.86 Unrealized +9.0%
MRVL Marvell Tech Group Ltd 0.0%
Value ($000) $9 Shares 102 Est. Cost $45.90 Unrealized +60.1%
TPR Tapestry Inc 0.0%
Value ($000) $8 Shares 74 Est. Cost $42.51 Unrealized +144.7%
GEM Goldman Sachs ActiveBeta EMkts Eq ETF 0.0%
Value ($000) $8 Shares 200 Est. Cost $39490.00 Unrealized
CUBE CubeSmart 0.0%
Value ($000) $8 Shares 200 Est. Cost $48.49 Unrealized
FSTA Fidelity MSCI Consumer Staples ETF 0.0%
Value ($000) $8 Shares 162 Est. Cost $51.05 Unrealized
LRCX Lam Research Corporation 0.0%
Value ($000) $8 Shares 60 Est. Cost $76.05 Unrealized +38.8%
VXRT Vaxart Inc Com New 0.0%
Value ($000) $8 Shares 21,984 Est. Cost $2.63 Unrealized -85.5%
SNPS Synopsys Inc 0.0%
Value ($000) $8 Shares 16 Est. Cost $537.48 Unrealized +5.2%
AZN Astrazeneca Plc Adr 0.0%
Value ($000) $8 Shares 99 Est. Cost $69.88 Unrealized
DOW Dow Chemical Company 0.0%
Value ($000) $7 Shares 319 Est. Cost $38.83 Unrealized -37.4%
BAX Baxter International Inc 0.0%
Value ($000) $7 Shares 320 Est. Cost $66.08 Unrealized -61.8%
PRFZ PowerShares FTSE RAFI US 1500 Sm-Mid ETF 0.0%
Value ($000) $7 Shares 160 Est. Cost $37.49 Unrealized
ARI Apollo Commercial Real Estate Finance Inc 0.0%
Value ($000) $7 Shares 700 Est. Cost $11.74 Unrealized
PGF Invesco Financial Preferred ETF 0.0%
Value ($000) $7 Shares 484 Est. Cost $17.37 Unrealized
DVN Devon Energy Cp New 0.0%
Value ($000) $7 Shares 200 Est. Cost $50.09 Unrealized -32.9%
MSCI MSCI Inc 0.0%
Value ($000) $7 Shares 12 Est. Cost $541.59 Unrealized +3.9%
TDG Transdigm Group Inc 0.0%
Value ($000) $7 Shares 5 Est. Cost $1165.23 Unrealized +17.1%
ORLY O Reilly Automotive Inc 0.0%
Value ($000) $6 Shares 60 Est. Cost $90.00 Unrealized +11.7%
CSGP Costar Group Inc 0.0%
Value ($000) $6 Shares 76 Est. Cost $78.43 Unrealized +12.7%
ORI Old Republic Intl Corp 0.0%
Value ($000) $6 Shares 150 Est. Cost $18.08 Unrealized +99.3%
RGTI RIGETTI COMPUTING ORD 0.0%
Value ($000) $6 Shares 210 Est. Cost $10.55 Unrealized +66.2%
CTVA Corteva Inc com 0.0%
Value ($000) $6 Shares 91 Est. Cost $45.61 Unrealized +58.2%
RGA Reinsurance Grp Of Amer 0.0%
Value ($000) $6 Shares 32 Est. Cost $151.55 Unrealized +26.3%
FDX Fedex Corporation 0.0%
Value ($000) $6 Shares 26 Est. Cost $281.24 Unrealized -18.8%
SCHM Schwab US Mid-Cap ETF 0.0%
Value ($000) $6 Shares 198 Est. Cost $46.22 Unrealized
FANG Diamondback Energy Inc Com Usd0.01 0.0%
Value ($000) $6 Shares 41 Est. Cost $182.56 Unrealized -22.8%
VFC V F Corporation 0.0%
Value ($000) $6 Shares 400 Est. Cost $17.16 Unrealized -21.7%
LIN Linde plc 0.0%
Value ($000) $6 Shares 12 Est. Cost $447.95 Unrealized +5.1%
ARM Arvinmeritor Inc 0.0%
Value ($000) $6 Shares 40 Est. Cost $134.28 Unrealized
MRP MILLROSE PROPERTIES INCWHEN ISSUED 0.0%
Value ($000) $6 Shares 166 Est. Cost $26.51 Unrealized
VOD Vodafone Group Plc Adr 0.0%
Value ($000) $6 Shares 477 Est. Cost $9.37 Unrealized
CMG Chipotle Mexican Grill 0.0%
Value ($000) $5 Shares 140 Est. Cost $60.89 Unrealized -26.1%
ADM Archer-Daniels-Midlnd Co 0.0%
Value ($000) $5 Shares 90 Est. Cost $76.49 Unrealized -24.5%
UPST UPSTART HOLDINGS INC 0.0%
Value ($000) $5 Shares 100 Est. Cost $249.80 Unrealized -71.8%
WBD WARNER BROS. DISCOVERY SRS A ORD WI 0.0%
Value ($000) $5 Shares 255 Est. Cost $11.51 Unrealized +18.3%
IONQ IONQ ORD 0.0%
Value ($000) $5 Shares 75 Est. Cost $33.51 Unrealized +40.3%
BKR Baker Hughes a GE Co 0.0%
Value ($000) $5 Shares 94 Est. Cost $35.06 Unrealized +25.0%
CCJ Cameco Corp 0.0%
Value ($000) $5 Shares 54 Est. Cost $53.26 Unrealized +45.3%
YUMC Yum China Hldgs Inc Com 0.0%
Value ($000) $4 Shares 103 Est. Cost $36.60 Unrealized +24.2%
WAB Wabtec 0.0%
Value ($000) $4 Shares 22 Est. Cost $151.53 Unrealized +30.0%
PYPL Paypal Hldgs Inc 0.0%
Value ($000) $4 Shares 65 Est. Cost $115.35 Unrealized -39.0%
CC The Chemours Company 0.0%
Value ($000) $4 Shares 272 Est. Cost $26.33 Unrealized -45.4%
OWL BLUE OWL CAPITAL CL A ORD 0.0%
Value ($000) $4 Shares 253 Est. Cost $22.89 Unrealized -16.9%
ARQQ Arqit Quantum Inc COM USD0.0025(POST REV SPT) 0.0%
Value ($000) $4 Shares 110 Est. Cost $28.16 Unrealized +23.0%
PHM Pulte Homes Inc 0.0%
Value ($000) $4 Shares 32 Est. Cost $126.26 Unrealized -2.0%
SAN Banco Santander SA 0.0%
Value ($000) $4 Shares 400 Est. Cost $3.37 Unrealized
GOVT iShares Core US Treasury Bond 0.0%
Value ($000) $4 Shares 180 Est. Cost $23.45 Unrealized
Amcor Plc Com Usd0.01 0.0%
Value ($000) $4 Shares 507 Est. Cost $9.15 Unrealized -2.0%
TOWN Townebank Portsmouth Va 0.0%
Value ($000) $4 Shares 116 Est. Cost $29.07 Unrealized +23.3%
DAL Delta Air Lines Inc New 0.0%
Value ($000) $4 Shares 70 Est. Cost $38.10 Unrealized +49.2%
ZBH Zimmer Biomet Holdings Inc 0.0%
Value ($000) $4 Shares 40 Est. Cost $122.33 Unrealized -19.4%
FMAT Fidelity MSCI Materials ETF 0.0%
Value ($000) $4 Shares 75 Est. Cost $53.33 Unrealized
NRG Nrg Energy Inc New 0.0%
Value ($000) $4 Shares 24 Est. Cost $80.24 Unrealized +93.5%
DG Dollar General Corp 0.0%
Value ($000) $4 Shares 37 Est. Cost $185.21 Unrealized -41.2%
CRON Cronos Group Inc 0.0%
Value ($000) $4 Shares 1,380 Est. Cost $7.65 Unrealized -69.2%
QXO QXO Inc 0.0%
Value ($000) $4 Shares 200 Est. Cost $20.71 Unrealized 0.0%
NOW ServiceNow Inc 0.0%
Value ($000) $4 Shares 4 Est. Cost $164.40 Unrealized +13.6%
A Agilent Technologies Inc 0.0%
Value ($000) $4 Shares 28 Est. Cost $111.58 Unrealized +8.0%
XYZ Block Inc 0.0%
Value ($000) $4 Shares 49 Est. Cost $132.52 Unrealized -43.5%
GUNR FlexShares Mstar Glbl Upstrm Nat Res ETF 0.0%
Value ($000) $4 Shares 80 Est. Cost $43.77 Unrealized
HBAN Huntington Bancshs Inc 0.0%
Value ($000) $3 Shares 194 Est. Cost $11.46 Unrealized +46.7%
APA Apache Corp 0.0%
Value ($000) $3 Shares 135 Est. Cost $25.61 Unrealized -18.7%
XSOE WisdomTree EmMkts ex-Stt-Ownd EntrprsETF 0.0%
Value ($000) $3 Shares 84 Est. Cost $37.94 Unrealized
VTRS Mylan Nv 0.0%
Value ($000) $3 Shares 301 Est. Cost $12.69 Unrealized -24.7%
WCEO Hypatia Women CEO ETF 0.0%
Value ($000) $3 Shares 90 Est. Cost $31.26 Unrealized
GWW Grainger W W Inc 0.0%
Value ($000) $3 Shares 3 Est. Cost $956.89 Unrealized +4.6%
TXNM TXNM Energy Inc 0.0%
Value ($000) $3 Shares 50 Est. Cost $46.17 Unrealized +22.9%
SDZNY SANDOZ GROUP ADR 0.0%
Value ($000) $3 Shares 47 Est. Cost $36.83 Unrealized
HIG Hartford Finl Svcs Grp 0.0%
Value ($000) $3 Shares 21 Est. Cost $108.21 Unrealized +17.7%
SCHF Schwab International Equity ETF 0.0%
Value ($000) $3 Shares 120 Est. Cost $29.61 Unrealized
FLR Fluor Corporation New 0.0%
Value ($000) $3 Shares 66 Est. Cost $52.72 Unrealized -12.7%
BSX Boston Scientific Corp 0.0%
Value ($000) $3 Shares 28 Est. Cost $80.45 Unrealized +28.7%
TRGP Targa Resources Corp 0.0%
Value ($000) $3 Shares 16 Est. Cost $142.87 Unrealized +15.6%
AME Ametek Inc New 0.0%
Value ($000) $3 Shares 14 Est. Cost $168.06 Unrealized +9.2%
SONY SONY GROUP CORP ADR 0.0%
Value ($000) $3 Shares 90 Est. Cost $33.50 Unrealized
VNQI Vanguard Global ex-US Real Estate ETF 0.0%
Value ($000) $3 Shares 54 Est. Cost $47.74 Unrealized
MLM Martin Marietta Matrls 0.0%
Value ($000) $3 Shares 4 Est. Cost $541.66 Unrealized +9.8%
VTIP Vanguard Short-Term Infl-Prot Secs ETF 0.0%
Value ($000) $2 Shares 49 Est. Cost $50.63 Unrealized
HYLB Xtrackers USD High Yield Corp Bd ETF 0.0%
Value ($000) $2 Shares 66 Est. Cost $37.11 Unrealized
CAVA CAVA GROUP ORD 0.0%
Value ($000) $2 Shares 40 Est. Cost $43.64 Unrealized +73.6%
FBIN Fortune Brands Home & Security Inc 0.0%
Value ($000) $2 Shares 45 Est. Cost $41.95 Unrealized +32.8%
ARTY iShares Future AI & Tech ETF 0.0%
Value ($000) $2 Shares 51 Est. Cost $45.78 Unrealized
MAA Mid-America Apartment Communities Inc 0.0%
Value ($000) $2 Shares 15 Est. Cost $153.24 Unrealized -6.9%
EMXC iShares MSCI Emerging Mkts ex China ETF 0.0%
Value ($000) $2 Shares 31 Est. Cost $67.52 Unrealized
IIPR Innovative Industrial Properties Inc 0.0%
Value ($000) $2 Shares 39 Est. Cost $61564.72 Unrealized
TG Tredegar Corporation 0.0%
Value ($000) $2 Shares 240 Est. Cost $10.34 Unrealized -20.3%
CCL Carnival Corp New 0.0%
Value ($000) $2 Shares 66 Est. Cost $23.40 Unrealized +29.0%
ARKK ARK Innovation ETF 0.0%
Value ($000) $2 Shares 22 Est. Cost $86.32 Unrealized
COR Amerisourcebergen Corp 0.0%
Value ($000) $2 Shares 6 Est. Cost $230.34 Unrealized +27.4%
KMI Kinder Morgan Inc 0.0%
Value ($000) $2 Shares 66 Est. Cost $15.34 Unrealized +75.9%
NIO NIO INC ADS REPSTG CL A ORD SHS 0.0%
Value ($000) $2 Shares 243 Est. Cost $20151.31 Unrealized
LTC LTC Properties Inc 0.0%
Value ($000) $2 Shares 50 Est. Cost $40.00 Unrealized
PTON Peloton Interactive Inc 0.0%
Value ($000) $2 Shares 200 Est. Cost $73.73 Unrealized -89.9%
EMLC VanEck Vectors JP Morgan EM LC Bd ETF 0.0%
Value ($000) $2 Shares 63 Est. Cost $25.51 Unrealized
ADYEY Adyen Unspon 50 ADR Rep 1 Ord 0.0%
Value ($000) $2 Shares 100 Est. Cost $7.40 Unrealized
PPL Ppl Corporation 0.0%
Value ($000) $2 Shares 43 Est. Cost $29.23 Unrealized +21.2%
USIG iShares US Credit Bond 0.0%
Value ($000) $2 Shares 30 Est. Cost $52.23 Unrealized
VGSH Vanguard Short-Term Government Bond ETF 0.0%
Value ($000) $2 Shares 26 Est. Cost $58.85 Unrealized
ST Sensata Technologies Holding N.V. 0.0%
Value ($000) $2 Shares 50 Est. Cost $35.09 Unrealized -10.0%
SCHA Schwab US Small-Cap ETF 0.0%
Value ($000) $1 Shares 53 Est. Cost $27.77 Unrealized
KD KYNDRYL HOLDINGS ORD WI 0.0%
Value ($000) $1 Shares 48 Est. Cost $21.59 Unrealized +59.1%
SPSM SPDR Portfolio S&P 600 Sm Cap ETF 0.0%
Value ($000) $1 Shares 30 Est. Cost $46.33 Unrealized
VRTX Vertex Pharmaceuticals Inc 0.0%
Value ($000) $1 Shares 3 Est. Cost $466.83 Unrealized -10.5%
HLN HALEON ADR REP 2 ORD 0.0%
Value ($000) $1 Shares 123 Est. Cost $10.37 Unrealized
AFRM Affirm Holdings Inc 0.0%
Value ($000) $1 Shares 15 Est. Cost $52.33 Unrealized +45.4%
ELME Washington REIT 0.0%
Value ($000) $1 Shares 65 Est. Cost $17.41 Unrealized
RYDAF Shell PLC 0.0%
Value ($000) $1 Shares 30 Est. Cost $33.34 Unrealized +7.2%
DBOEY Deutsche Boerse AG 0.0%
Value ($000) $1 Shares 37 Est. Cost $23.36 Unrealized
RWO SPDR Dow Jones Global Real Estate ETF 0.0%
Value ($000) $1 Shares 21 Est. Cost $47.62 Unrealized
CURLF Curaleaf Holdings Inc 0.0%
Value ($000) $1 Shares 356 Est. Cost $15.44 Unrealized -86.3%
MCO Moodys Corp 0.0%
Value ($000) $1 Shares 2 Est. Cost $458.71 Unrealized +9.6%
COMP COMPASS CL A ORD 0.0%
Value ($000) $1 Shares 115 Est. Cost $7.92 Unrealized +2.3%
BNT BROOKFIELD REINSRNC EX VOTN CL A ORD 0.0%
Value ($000) $1 Shares 13 Est. Cost $31.31 Unrealized +41.3%
Howmet Aerospace Prf 0.0%
Value ($000) $1 Shares 12 Est. Cost $63.08 Unrealized
FLRN SPDR Blmbg Inv Grd Flt Rt ETF 0.0%
Value ($000) $1 Shares 25 Est. Cost $30.88 Unrealized
VMBS Vanguard Mortgage-Backed Secs ETF 0.0%
Value ($000) $1 Shares 16 Est. Cost $46.94 Unrealized
ALC Alcon Inc Ord Shs 0.0%
Value ($000) $1 Shares 10 Est. Cost $89.55 Unrealized -6.8%
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 0.0%
Value ($000) $1 Shares 13 Est. Cost $57.15 Unrealized
AMBP Ardagh Metal Packaging SA 0.0%
Value ($000) $1 Shares 160 Est. Cost $4.20 Unrealized -6.5%
MBC MasterBrand Inc 0.0%
Value ($000) $1 Shares 45 Est. Cost $8.19 Unrealized +50.9%
FAMDF Futura Med PLC 0.0%
Value ($000) $1 Shares 10,000 Est. Cost $0.24 Unrealized -50.7%
DKS Dicks Sporting Goods Inc 0.0%
Value ($000) $0 Shares 2 Est. Cost $28.54 Unrealized +655.3%
NTDOY Nintendo Ltd Adr 0.0%
Value ($000) $0 Shares 15 Est. Cost $36.73 Unrealized
ARR ARMOUR Residential REIT Inc 0.0%
Value ($000) $0 Shares 20 Est. Cost $4.25 Unrealized
PSEC Prospect Cap Corp 0.0%
Value ($000) $0 Shares 100 Est. Cost $4.94 Unrealized -45.1%
BKCH Global X Blockchain ETF 0.0%
Value ($000) $0 Shares 3 Est. Cost $13.00 Unrealized
BITO PROSHARES BITCOIN STRATEGY ETF 0.0%
Value ($000) $0 Shares 12 Est. Cost $30.12 Unrealized
MAGN Magnera Corp 0.0%
Value ($000) $0 Shares 19 Est. Cost $20.46 Unrealized -39.3%
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 +8.8%
Co-Diagnostics Inc 0.0%
Value ($000) $0 Shares 525 Est. Cost $7620.95 Unrealized
BEPC Brookfield Renewable Corp Ordinary Shares - Class 0.0%
Value ($000) $0 Shares 3 Est. Cost $29.14 Unrealized +15.7%
OXY/WS OCCIDENTAL PETE CORP WT EXP 0.0%
Value ($000) $0 Shares 3 Est. Cost $20.67 Unrealized
ZIMVIE ORD WI 0.0%
Value ($000) $0 Shares 4 Est. Cost $7.25 Unrealized
CGC Canopy Growth Corp 0.0%
Value ($000) $0 Shares 48 Est. Cost $5.96 Unrealized -78.2%
AI C3 AI INC CL A 0.0%
Value ($000) $0 Shares 3 Est. Cost $27.51 Unrealized -24.1%
BYND Beyond Meat Inc 0.0%
Value ($000) $0 Shares 23 Est. Cost $139.21 Unrealized -97.9%
UA UNDER ARMOUR INC-CLASS C 0.0%
Value ($000) $0 Shares 8 Est. Cost $7.63 Unrealized -26.7%
JBLU Jetblue Airways Corp 0.0%
Value ($000) $0 Shares 3 Est. Cost $18.96 Unrealized -74.7%
AAL American Airls Group Inc 0.0%
Value ($000) $0 Shares 1 Est. Cost $15.06 Unrealized -18.2%
1/100000 Wells Fargo Pfd (NV) 0.0%
Value ($000) $0 Shares 62,200 Est. Cost Unrealized
Wells Fargo & Co Pfd 0.0%
Value ($000) $0 Shares 19 Est. Cost $1.41 Unrealized
VRTHF Indigenous Bloom Hemp Corp 0.0%
Value ($000) $0 Shares 50 Est. Cost $0.01 Unrealized -83.2%
Playstar Corp New Shs (NV) 0.0%
Value ($000) $0 Shares 750 Est. Cost Unrealized
Contra Abiomed Inc Com 0.0%
Value ($000) $0 Shares 253 Est. Cost Unrealized
Comwlth Bankshares 0.0%
Value ($000) $0 Shares 1,100 Est. Cost Unrealized
Pharmanetics Inc 0.0%
Value ($000) $0 Shares 12,398 Est. Cost Unrealized
Luxeyard Inc (NV) 0.0%
Value ($000) $0 Shares 150 Est. Cost Unrealized
MMNFQ MedMen Enterprises Inc 0.0%
Value ($000) $0 Shares 125 Est. Cost $0.23 Unrealized -100.0%
SFGYY SONY FINANCIAL GROUP INC. ADR CMN 0.0%
Value ($000) $0 Shares 18 Est. Cost Unrealized
Nova BioGenetics Inc. 0.0%
Value ($000) $0 Shares 28 Est. Cost Unrealized
SHIFT TECHNOLOGIES CL A ORD 0.0%
Value ($000) $0 Shares 14 Est. Cost $1.14 Unrealized
ZCO Liquidating Corp 0.0%
Value ($000) $0 Shares 50 Est. Cost Unrealized
SESI SES Solar Inc 0.0%
Value ($000) $0 Shares 3,000 Est. Cost $0.00 Unrealized +1171.9%
BIGGQ Big Lots Inc 0.0%
Value ($000) $0 Shares 5 Est. Cost $0.09 Unrealized -92.6%
PGN1EUR Paragon Offshore PLC 0.0%
Value ($000) $0 Shares 200 Est. Cost Unrealized
Validian Corp 0.0%
Value ($000) $0 Shares 50,000 Est. Cost Unrealized
Advanced Explorations Inc 0.0%
Value ($000) $0 Shares 100 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