CARY STREET PARTNERS INVESTMENT ADVISORY LLC Diversified Active

CIK: 0001766904 · Show all filings

Period: Q4 2020 (← Previous) (Next →)

Filing Date: Feb 12, 2021

Total Value ($000): $519,182 (100.0% shares, 0.0% debt)

Holdings (354)

ROL ROLLINS INC COM 8.8%
Value ($000) $45,861 Shares 1,173,827 Est. Cost $36.34 Unrealized 0.0%
AAPL APPLE INC COM 7.3%
Value ($000) $37,970 Shares 286,154 Est. Cost $111.84 Unrealized +4.6%
MSFT MICROSOFT CORP COM 2.1%
Value ($000) $10,761 Shares 48,381 Est. Cost $196.21 Unrealized +5.0%
SPY SPDR S&P 500 ETF 2.0%
Value ($000) $10,549 Shares 28,214 Est. Cost $330.50 Unrealized
WISDOMTREE FLOATING RATE TREASURY FUND 2.0%
Value ($000) $10,205 Shares 406,582 Est. Cost $25.10 Unrealized
D DOMINION ENERGY INC COM 1.8%
Value ($000) $9,234 Shares 122,788 Est. Cost $63.38 Unrealized +0.1%
JNJ JOHNSON & JOHNSON COM 1.8%
Value ($000) $9,113 Shares 57,907 Est. Cost $126.87 Unrealized +0.5%
NSC NORFOLK SOUTHN CORP COM 1.7%
Value ($000) $8,607 Shares 36,223 Est. Cost $204.37 Unrealized +0.2%
TFC TRUIST FINL CORP COM 1.7%
Value ($000) $8,577 Shares 178,940 Est. Cost $35.01 Unrealized +1.9%
FDX FEDEX CORP COM 1.3%
Value ($000) $6,880 Shares 26,500 Est. Cost $220.26 Unrealized +14.0%
UPS UNITED PARCEL SERVICE INC CL B 1.3%
Value ($000) $6,557 Shares 38,937 Est. Cost $132.38 Unrealized +3.4%
TOWN TOWNEBANK PORTSMOUTH VA COM 1.2%
Value ($000) $6,319 Shares 269,112 Est. Cost $17.82 Unrealized +16.0%
BIV VANGUARD INTERMEDIATE-TERM BOND INDEX FUND 1.2%
Value ($000) $6,068 Shares 65,358 Est. Cost $93.20 Unrealized
SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF 1.1%
Value ($000) $5,900 Shares 45,944 Est. Cost $102.46 Unrealized
SPTM SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF 1.1%
Value ($000) $5,880 Shares 127,586 Est. Cost $40.89 Unrealized
MRK MERCK & CO. INC COM 1.1%
Value ($000) $5,738 Shares 70,150 Est. Cost $65.93 Unrealized -1.6%
ATLASSIAN CORP PLC CL A 1.0%
Value ($000) $5,351 Shares 22,881 Est. Cost $233.86 Unrealized
VTI VANGUARD TOTAL STOCK MARKET INDEX FUND 1.0%
Value ($000) $5,316 Shares 27,312 Est. Cost $177.12 Unrealized
PEP PEPSICO INC COM 1.0%
Value ($000) $5,243 Shares 35,354 Est. Cost $118.49 Unrealized +2.3%
TXN TEXAS INSTRS INC COM 1.0%
Value ($000) $5,005 Shares 30,493 Est. Cost $118.69 Unrealized +13.4%
AUB ATLANTIC UN BANKSHARES CORP COM 1.0%
Value ($000) $4,971 Shares 150,896 Est. Cost $23.70 Unrealized 0.0%
XOM EXXON MOBIL CORP COM 0.9%
Value ($000) $4,768 Shares 115,679 Est. Cost $32.04 Unrealized -5.2%
VUG VANGUARD GROWTH INDEX FUND 0.9%
Value ($000) $4,753 Shares 18,760 Est. Cost $509.14 Unrealized
ICSH BLACKROCK ULTRA SHORT-TERM BOND ETF 0.8%
Value ($000) $4,222 Shares 83,569 Est. Cost $50.51 Unrealized
JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 0.8%
Value ($000) $4,034 Shares 72,361 Est. Cost $54.35 Unrealized
REATA PHARMACEUTICALS INC CL A 0.8%
Value ($000) $4,014 Shares 32,472 Est. Cost $123.61 Unrealized
VZ VERIZON COMMUNICATIONS INC COM 0.8%
Value ($000) $3,999 Shares 68,068 Est. Cost $42.41 Unrealized +3.7%
AMZN AMAZON COM INC COM 0.8%
Value ($000) $3,934 Shares 1,208 Est. Cost $152.28 Unrealized +4.8%
SPYG SPDR PORTFOLIO S&P 500 GROWTH ETF 0.7%
Value ($000) $3,779 Shares 68,342 Est. Cost $49.71 Unrealized
VTV VANGUARD VALUE INDEX FUND 0.7%
Value ($000) $3,649 Shares 30,678 Est. Cost $110.01 Unrealized
PNC PNC FINL SVCS GROUP INC COM 0.7%
Value ($000) $3,538 Shares 23,743 Est. Cost $92.25 Unrealized +15.4%
T AT&T INC COM 0.7%
Value ($000) $3,426 Shares 119,121 Est. Cost $15.55 Unrealized -1.1%
JPM JPMORGAN CHASE & CO COM 0.6%
Value ($000) $3,260 Shares 25,657 Est. Cost $86.24 Unrealized +13.8%
FVD FIRST TRUST VALUE LINE DIVIDEND INDEX FUND 0.6%
Value ($000) $3,124 Shares 89,067 Est. Cost $32.74 Unrealized
SPDW SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF 0.6%
Value ($000) $3,107 Shares 92,067 Est. Cost $29.26 Unrealized
HD HOME DEPOT INC COM 0.6%
Value ($000) $3,044 Shares 11,460 Est. Cost $228.27 Unrealized +6.2%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.6%
Value ($000) $2,925 Shares 12,615 Est. Cost $211.77 Unrealized +4.0%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.5%
Value ($000) $2,826 Shares 59,857 Est. Cost $41.82 Unrealized
VOO VANGUARD S&P 500 ETF 0.5%
Value ($000) $2,749 Shares 7,998 Est. Cost $313.92 Unrealized
PG PROCTER AND GAMBLE CO COM 0.5%
Value ($000) $2,733 Shares 19,643 Est. Cost $119.44 Unrealized +3.1%
SFBS SERVISFIRST BANCSHARES INC COM 0.5%
Value ($000) $2,728 Shares 67,707 Est. Cost $35.60 Unrealized 0.0%
IYW ISHARES U.S. TECHNOLOGY ETF 0.5%
Value ($000) $2,724 Shares 32,016 Est. Cost $175.86 Unrealized
DIS DISNEY WALT CO COM 0.5%
Value ($000) $2,716 Shares 14,988 Est. Cost $120.19 Unrealized +16.7%
INTC INTEL CORP COM 0.5%
Value ($000) $2,706 Shares 54,319 Est. Cost $46.01 Unrealized -4.3%
SCHV SCHWAB U.S. LARGE-CAP VALUE ETF 0.5%
Value ($000) $2,666 Shares 44,778 Est. Cost $50.26 Unrealized
BSV VANGUARD SHORT-TERM BOND INDEX FUND 0.5%
Value ($000) $2,652 Shares 31,988 Est. Cost $83.01 Unrealized
PFE PFIZER INC COM 0.5%
Value ($000) $2,645 Shares 71,850 Est. Cost $27.93 Unrealized +2.5%
TMO THERMO FISHER SCIENTIFIC INC COM 0.5%
Value ($000) $2,574 Shares 5,527 Est. Cost $407.40 Unrealized +13.5%
MOAT VANECK VECTORS MORNINGSTAR WIDE MOAT ETF 0.5%
Value ($000) $2,565 Shares 41,376 Est. Cost $56.93 Unrealized
CVX CHEVRON CORP NEW COM 0.5%
Value ($000) $2,473 Shares 29,284 Est. Cost $65.42 Unrealized -0.6%
MDYG SPDR S&P 400 MID CAP GROWTH ETF 0.5%
Value ($000) $2,454 Shares 35,392 Est. Cost $51.06 Unrealized
BAC BK OF AMERICA CORP COM 0.5%
Value ($000) $2,358 Shares 77,798 Est. Cost $23.01 Unrealized +2.8%
NEAR BLACKROCK SHORT MATURITY BOND ETF 0.4%
Value ($000) $2,241 Shares 44,673 Est. Cost $50.11 Unrealized
ABBV ABBVIE INC COM 0.4%
Value ($000) $2,224 Shares 20,760 Est. Cost $75.72 Unrealized +4.3%
KO COCA COLA CO COM 0.4%
Value ($000) $2,207 Shares 40,241 Est. Cost $42.69 Unrealized +3.7%
AMT AMERICAN TOWER CORP NEW COM 0.4%
Value ($000) $2,144 Shares 9,552 Est. Cost $199.27 Unrealized +0.2%
COST COSTCO WHSL CORP NEW COM 0.4%
Value ($000) $2,114 Shares 5,611 Est. Cost $308.92 Unrealized +12.5%
SPYV SPDR PORTFOLIO S&P 500 VALUE ETF 0.4%
Value ($000) $2,108 Shares 61,293 Est. Cost $30.66 Unrealized
JPST JPMORGAN ULTRA-SHORT INCOME ETF 0.4%
Value ($000) $2,040 Shares 40,172 Est. Cost $48.13 Unrealized
CSX CSX CORP COM 0.4%
Value ($000) $2,034 Shares 22,416 Est. Cost $26.73 Unrealized +0.3%
SGOL ABERDEEN STANDARD PHYSICAL GOLD SHARES ETF 0.4%
Value ($000) $2,009 Shares 109,921 Est. Cost $15.47 Unrealized
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 0.4%
Value ($000) $2,002 Shares 29,495 Est. Cost $54.70 Unrealized
IBM INTERNATIONAL BUSINESS MACHS COM 0.4%
Value ($000) $1,992 Shares 15,823 Est. Cost $93.86 Unrealized -0.5%
LLY LILLY ELI & CO COM 0.4%
Value ($000) $1,965 Shares 11,641 Est. Cost $143.87 Unrealized -1.7%
LABORATORY CORP AMER HLDGS COM NEW 0.4%
Value ($000) $1,954 Shares 9,600 Est. Cost $188.29 Unrealized
PARTNERS BANCORP COM 0.4%
Value ($000) $1,907 Shares 293,343 Est. Cost $6.50 Unrealized
CSCO CISCO SYS INC COM 0.4%
Value ($000) $1,906 Shares 42,593 Est. Cost $37.06 Unrealized -4.8%
LINDE PLC SHS 0.4%
Value ($000) $1,889 Shares 7,169 Est. Cost $262.76 Unrealized
MO ALTRIA GROUP INC COM 0.3%
Value ($000) $1,805 Shares 44,012 Est. Cost $27.33 Unrealized -2.3%
ZTS ZOETIS INC CL A 0.3%
Value ($000) $1,793 Shares 10,835 Est. Cost $146.70 Unrealized +6.0%
ARKK ARK INNOVATION ETF 0.3%
Value ($000) $1,778 Shares 14,281 Est. Cost $92.00 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.3%
Value ($000) $1,766 Shares 1,008 Est. Cost $75.72 Unrealized +10.6%
BA BOEING CO COM 0.3%
Value ($000) $1,741 Shares 8,131 Est. Cost $178.49 Unrealized +7.7%
DUK DUKE ENERGY CORP NEW COM NEW 0.3%
Value ($000) $1,705 Shares 18,616 Est. Cost $74.31 Unrealized +1.8%
EFAV ISHARES MSCI EAFE MIN VOL FACTOR ETF 0.3%
Value ($000) $1,676 Shares 22,836 Est. Cost $67.08 Unrealized
ABT ABBOTT LABS COM 0.3%
Value ($000) $1,675 Shares 15,295 Est. Cost $91.35 Unrealized +8.7%
PM PHILIP MORRIS INTL INC COM 0.3%
Value ($000) $1,671 Shares 20,179 Est. Cost $59.44 Unrealized +1.5%
BND VANGUARD TOTAL BOND MARKET INDEX FUND 0.3%
Value ($000) $1,662 Shares 18,841 Est. Cost $88.20 Unrealized
IJH ISHARES S&P MIDCAP FUND 0.3%
Value ($000) $1,648 Shares 7,172 Est. Cost $182.16 Unrealized
MMM 3M CO COM 0.3%
Value ($000) $1,622 Shares 9,279 Est. Cost $110.37 Unrealized +6.5%
VB VANGUARD SMALL-CAP INDEX FUND 0.3%
Value ($000) $1,611 Shares 8,276 Est. Cost $152.47 Unrealized
CRWD CROWDSTRIKE HLDGS INC CL A 0.3%
Value ($000) $1,601 Shares 7,559 Est. Cost $154.26 Unrealized +1.0%
VV VANGUARD LARGE-CAP INDEX FUND 0.3%
Value ($000) $1,600 Shares 9,105 Est. Cost $149.81 Unrealized
BMY BRISTOL-MYERS SQUIBB CO COM 0.3%
Value ($000) $1,598 Shares 25,755 Est. Cost $48.42 Unrealized +3.3%
IVW ISHARES S&P 500 GROWTH ETF 0.3%
Value ($000) $1,582 Shares 24,784 Est. Cost $105.03 Unrealized
SO SOUTHERN CO COM 0.3%
Value ($000) $1,572 Shares 25,594 Est. Cost $48.69 Unrealized +1.7%
IVV ISHARES CORE S&P 500 ETF 0.3%
Value ($000) $1,563 Shares 4,163 Est. Cost $321.50 Unrealized
MDYV SPDR S&P 400 MID CAP VALUE ETF 0.3%
Value ($000) $1,511 Shares 27,226 Est. Cost $48.58 Unrealized
NKSH NATIONAL BANKSHARES INC VA COM 0.3%
Value ($000) $1,506 Shares 48,090 Est. Cost $22.42 Unrealized 0.0%
EFG ISHARES MSCI EAFE GROWTH ETF 0.3%
Value ($000) $1,504 Shares 14,908 Est. Cost $90.00 Unrealized
VOT VANGUARD MID-CAP GROWTH INDEX FUND 0.3%
Value ($000) $1,502 Shares 7,083 Est. Cost $135.60 Unrealized
NEE NEXTERA ENERGY INC COM 0.3%
Value ($000) $1,451 Shares 18,805 Est. Cost $65.39 Unrealized +0.4%
QQQ INVESCO QQQ TRUST 0.3%
Value ($000) $1,449 Shares 4,619 Est. Cost $252.07 Unrealized
CMCSA COMCAST CORP NEW CL A 0.3%
Value ($000) $1,445 Shares 27,573 Est. Cost $38.78 Unrealized +7.4%
HON HONEYWELL INTL INC COM 0.3%
Value ($000) $1,406 Shares 6,611 Est. Cost $148.91 Unrealized +10.0%
ITW ILLINOIS TOOL WKS INC COM 0.3%
Value ($000) $1,404 Shares 6,886 Est. Cost $168.53 Unrealized +7.4%
SPTS SPDR PORTFOLIO SHORT TERM TREASURY ETF 0.3%
Value ($000) $1,397 Shares 45,484 Est. Cost $30.70 Unrealized
MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND 0.3%
Value ($000) $1,395 Shares 13,672 Est. Cost $102.04 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 0.3%
Value ($000) $1,324 Shares 9,684 Est. Cost $118.07 Unrealized
GOOGL ALPHABET INC CAP STK CL A 0.3%
Value ($000) $1,309 Shares 747 Est. Cost $72.70 Unrealized +14.8%
IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF 0.2%
Value ($000) $1,284 Shares 11,247 Est. Cost $143.25 Unrealized
PFF ISHARES PREFERRED AND INCOME SECURITIES ETF 0.2%
Value ($000) $1,251 Shares 32,473 Est. Cost $35.36 Unrealized
NUVEEN VIRGINIA QLTY MUNCPL FD COM 0.2%
Value ($000) $1,246 Shares 78,372 Est. Cost $15.01 Unrealized
FIXD FIRST TRUST TCW OPPORTUNISTIC FIXED INCOME ETF 0.2%
Value ($000) $1,224 Shares 22,369 Est. Cost $55.04 Unrealized
GWX SPDR S&P INTERNATIONAL SMALL CAP ETF 0.2%
Value ($000) $1,219 Shares 34,425 Est. Cost $30.37 Unrealized
AMGN AMGEN INC COM 0.2%
Value ($000) $1,207 Shares 5,249 Est. Cost $206.19 Unrealized -4.8%
MCD MCDONALDS CORP COM 0.2%
Value ($000) $1,204 Shares 5,613 Est. Cost $188.63 Unrealized +2.5%
SIVR ABERDEEN STANDARD PHYSICAL SILVER SHARES ETF 0.2%
Value ($000) $1,180 Shares 46,176 Est. Cost $22.90 Unrealized
META FACEBOOK INC CL A 0.2%
Value ($000) $1,170 Shares 4,282 Est. Cost $256.10 Unrealized +6.3%
MAR MARRIOTT INTL INC NEW CL A 0.2%
Value ($000) $1,153 Shares 8,739 Est. Cost $110.17 Unrealized 0.0%
LOGI LOGITECH INTL S A SHS 0.2%
Value ($000) $1,146 Shares 11,790 Est. Cost $79.85 Unrealized 0.0%
NKE NIKE INC CL B 0.2%
Value ($000) $1,140 Shares 8,057 Est. Cost $106.22 Unrealized +16.0%
VSS VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND 0.2%
Value ($000) $1,128 Shares 9,261 Est. Cost $115.55 Unrealized
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.2%
Value ($000) $1,128 Shares 4,845 Est. Cost $294.01 Unrealized
SPLV INVESCO S&P 500 LOW VOLATILITY ETF 0.2%
Value ($000) $1,125 Shares 20,012 Est. Cost $48.55 Unrealized
WMT WALMART INC COM 0.2%
Value ($000) $1,123 Shares 7,788 Est. Cost $42.43 Unrealized +6.6%
LOW LOWES COS INC COM 0.2%
Value ($000) $1,122 Shares 6,992 Est. Cost $137.19 Unrealized +7.9%
IEFA ISHARES CORE MSCI EAFE ETF 0.2%
Value ($000) $1,099 Shares 15,907 Est. Cost $61.88 Unrealized
MRSH MARSH & MCLENNAN COS INC COM 0.2%
Value ($000) $1,091 Shares 9,326 Est. Cost $105.63 Unrealized -0.4%
CAT CATERPILLAR INC COM 0.2%
Value ($000) $1,082 Shares 5,945 Est. Cost $152.54 Unrealized +0.9%
BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 0.2%
Value ($000) $1,012 Shares 17,291 Est. Cost $58.28 Unrealized
MKL MARKEL CORP COM 0.2%
Value ($000) $1,006 Shares 974 Est. Cost $1036.56 Unrealized -3.8%
QCOM QUALCOMM INC COM 0.2%
Value ($000) $949 Shares 6,232 Est. Cost $95.15 Unrealized +31.1%
YUM YUM BRANDS INC COM 0.2%
Value ($000) $941 Shares 8,671 Est. Cost $85.90 Unrealized +8.0%
AEP AMERICAN ELEC PWR CO INC COM 0.2%
Value ($000) $941 Shares 11,296 Est. Cost $71.69 Unrealized +0.4%
GS GOLDMAN SACHS GROUP INC COM 0.2%
Value ($000) $936 Shares 3,551 Est. Cost $178.97 Unrealized +10.1%
WM WASTE MGMT INC DEL COM 0.2%
Value ($000) $928 Shares 7,870 Est. Cost $101.34 Unrealized +6.0%
ELV ANTHEM INC COM 0.2%
Value ($000) $923 Shares 2,873 Est. Cost $278.62 Unrealized +2.7%
DE DEERE & CO COM 0.2%
Value ($000) $875 Shares 3,253 Est. Cost $230.77 Unrealized +0.6%
IJS ISHARES S&P SMALL-CAP 600 VALUE ETF 0.2%
Value ($000) $860 Shares 10,580 Est. Cost $101.90 Unrealized
KMB KIMBERLY-CLARK CORP COM 0.2%
Value ($000) $853 Shares 6,329 Est. Cost $123.49 Unrealized -6.1%
VGK VANGUARD FTSE EUROPE ETF 0.2%
Value ($000) $838 Shares 13,904 Est. Cost $52.41 Unrealized
GENERAL ELECTRIC CO COM 0.2%
Value ($000) $834 Shares 77,261 Est. Cost $10.20 Unrealized
CVS CVS HEALTH CORP COM 0.2%
Value ($000) $828 Shares 12,123 Est. Cost $52.38 Unrealized +5.4%
PGEN PRECIGEN INC COM 0.2%
Value ($000) $809 Shares 79,349 Est. Cost $6.48 Unrealized 0.0%
SLQD ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.2%
Value ($000) $793 Shares 15,178 Est. Cost $51.16 Unrealized
MDLZ MONDELEZ INTL INC CL A 0.2%
Value ($000) $786 Shares 13,448 Est. Cost $49.84 Unrealized +0.6%
GIS GENERAL MLS INC COM 0.2%
Value ($000) $782 Shares 13,294 Est. Cost $50.96 Unrealized -0.2%
FLAHERTY & CRUMRINE DYN PFD SHS 0.1%
Value ($000) $767 Shares 26,396 Est. Cost $24.99 Unrealized
CDNA CAREDX INC COM 0.1%
Value ($000) $767 Shares 10,593 Est. Cost $57.94 Unrealized 0.0%
VCSH VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND 0.1%
Value ($000) $767 Shares 9,214 Est. Cost $82.85 Unrealized
GLD SPDR GOLD SHARES 0.1%
Value ($000) $767 Shares 4,299 Est. Cost $170.07 Unrealized
MS MORGAN STANLEY COM NEW 0.1%
Value ($000) $766 Shares 11,179 Est. Cost $48.13 Unrealized +1.4%
LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 0.1%
Value ($000) $760 Shares 5,505 Est. Cost $124.64 Unrealized
C CITIGROUP INC COM NEW 0.1%
Value ($000) $755 Shares 12,251 Est. Cost $41.02 Unrealized +3.3%
VYM VANGUARD HIGH DIVIDEND YIELD ETF 0.1%
Value ($000) $742 Shares 8,110 Est. Cost $80.96 Unrealized
KMX CARMAX INC COM 0.1%
Value ($000) $715 Shares 7,566 Est. Cost $99.89 Unrealized -6.1%
MDT MEDTRONIC PLC SHS 0.1%
Value ($000) $710 Shares 6,058 Est. Cost $91.68 Unrealized +3.7%
VO VANGUARD MID-CAP INDEX FUND 0.1%
Value ($000) $708 Shares 3,425 Est. Cost $176.17 Unrealized
NVR NVR INC COM 0.1%
Value ($000) $706 Shares 173 Est. Cost $4157.18 Unrealized 0.0%
UNH UNITEDHEALTH GROUP INC COM 0.1%
Value ($000) $682 Shares 1,945 Est. Cost $242.10 Unrealized +27.3%
BLACKROCK INC COM 0.1%
Value ($000) $679 Shares 941 Est. Cost $661.60 Unrealized
AXP AMERICAN EXPRESS CO COM 0.1%
Value ($000) $679 Shares 5,620 Est. Cost $91.89 Unrealized +13.0%
KNSL KINSALE CAP GROUP INC COM 0.1%
Value ($000) $649 Shares 3,244 Est. Cost $175.13 Unrealized +24.1%
UNILEVER PLC SPON ADR NEW 0.1%
Value ($000) $644 Shares 10,674 Est. Cost $61.68 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.1%
Value ($000) $641 Shares 2,658 Est. Cost $216.95 Unrealized
OPPE WISDOMTREE EUROPE HEDGED SMALLCAP EQUITY FUND 0.1%
Value ($000) $628 Shares 20,441 Est. Cost $27.26 Unrealized
IWV ISHARES RUSSELL 3000 ETF 0.1%
Value ($000) $625 Shares 2,795 Est. Cost $223.61 Unrealized
CL COLGATE PALMOLIVE CO COM 0.1%
Value ($000) $616 Shares 7,207 Est. Cost $67.34 Unrealized +9.0%
AVY AVERY DENNISON CORP COM 0.1%
Value ($000) $615 Shares 3,967 Est. Cost $107.75 Unrealized +23.2%
XJPIX NUVEEN PFD & INCOME TERM FD COM 0.1%
Value ($000) $607 Shares 24,661 Est. Cost $24.17 Unrealized
WFC WELLS FARGO CO NEW COM 0.1%
Value ($000) $606 Shares 20,094 Est. Cost $22.84 Unrealized +0.9%
V VISA INC COM CL A 0.1%
Value ($000) $599 Shares 2,738 Est. Cost $168.30 Unrealized +17.2%
LMT LOCKHEED MARTIN CORP COM 0.1%
Value ($000) $597 Shares 1,682 Est. Cost $323.62 Unrealized -1.4%
VIG VANGUARD DIVIDEND APPRECIATION INDEX FUND 0.1%
Value ($000) $596 Shares 4,220 Est. Cost $133.76 Unrealized
ROYAL DUTCH SHELL PLC SPONS ADR A 0.1%
Value ($000) $583 Shares 16,579 Est. Cost $27.43 Unrealized
PGX INVESCO PREFERRED ETF 0.1%
Value ($000) $581 Shares 38,101 Est. Cost $15.18 Unrealized
TT TRANE TECHNOLOGIES PLC SHS 0.1%
Value ($000) $580 Shares 3,993 Est. Cost $128.78 Unrealized +0.4%
VOE VANGUARD MID-CAP VALUE INDEX FUND 0.1%
Value ($000) $563 Shares 4,736 Est. Cost $107.91 Unrealized
CHH CHOICE HOTELS INTL INC COM 0.1%
Value ($000) $560 Shares 5,248 Est. Cost $93.21 Unrealized 0.0%
YUMC YUM CHINA HLDGS INC COM 0.1%
Value ($000) $560 Shares 9,814 Est. Cost $53.79 Unrealized +4.4%
RTX RAYTHEON TECHNOLOGIES CORP COM 0.1%
Value ($000) $556 Shares 7,777 Est. Cost $53.70 Unrealized +8.8%
VDE VANGUARD ENERGY INDEX FUND 0.1%
Value ($000) $553 Shares 10,672 Est. Cost $51.82 Unrealized
SLV ISHARES SILVER TRUST 0.1%
Value ($000) $551 Shares 22,436 Est. Cost $23.34 Unrealized
SBUX STARBUCKS CORP COM 0.1%
Value ($000) $550 Shares 5,142 Est. Cost $70.79 Unrealized +20.3%
VGT VANGUARD INFORMATION TECHNOLOGY INDEX FUND 0.1%
Value ($000) $547 Shares 1,546 Est. Cost $339.02 Unrealized
SCHX SCHWAB U.S. LARGE-CAP ETF 0.1%
Value ($000) $538 Shares 5,914 Est. Cost $90.97 Unrealized
TGT TARGET CORP COM 0.1%
Value ($000) $531 Shares 3,006 Est. Cost $135.78 Unrealized +6.7%
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 0.1%
Value ($000) $517 Shares 8,597 Est. Cost $56.75 Unrealized
AHRT ARMADA HOFFLER PPTYS INC COM 0.1%
Value ($000) $516 Shares 46,030 Est. Cost $9.61 Unrealized
XLU UTILITIES SELECT SECTOR SPDR FUND 0.1%
Value ($000) $513 Shares 8,186 Est. Cost $63.59 Unrealized
USB US BANCORP DEL COM NEW 0.1%
Value ($000) $512 Shares 10,993 Est. Cost $28.94 Unrealized +17.0%
DOW DOW INC COM 0.1%
Value ($000) $511 Shares 9,203 Est. Cost $38.04 Unrealized +2.6%
VEU VANGUARD FTSE ALL-WORLD EX US INDEX FUND 0.1%
Value ($000) $498 Shares 8,526 Est. Cost $50.47 Unrealized
FBIN FORTUNE BRANDS HOME & SEC INC COM 0.1%
Value ($000) $498 Shares 5,813 Est. Cost $49.34 Unrealized +36.6%
DTD WISDOMTREE U.S. TOTAL DIVIDEND FUND 0.1%
Value ($000) $497 Shares 4,743 Est. Cost $93.98 Unrealized
VCLT VANGUARD LONG-TERM CORPORATE BOND ETF 0.1%
Value ($000) $494 Shares 4,447 Est. Cost $102.88 Unrealized
IWR ISHARES RUSSELL MID-CAP ETF 0.1%
Value ($000) $488 Shares 7,114 Est. Cost $57.41 Unrealized
ETR ENTERGY CORP NEW COM 0.1%
Value ($000) $487 Shares 4,878 Est. Cost $43.60 Unrealized 0.0%
ENB ENBRIDGE INC COM 0.1%
Value ($000) $486 Shares 15,189 Est. Cost $21.71 Unrealized -0.1%
GLW CORNING INC COM 0.1%
Value ($000) $484 Shares 13,442 Est. Cost $30.84 Unrealized +0.1%
SPSB SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF 0.1%
Value ($000) $479 Shares 15,259 Est. Cost $30.93 Unrealized
CHTR CHARTER COMMUNICATIONS INC NEW CL A 0.1%
Value ($000) $479 Shares 724 Est. Cost $636.22 Unrealized +0.1%
IWM ISHARES RUSSELL 2000 ETF 0.1%
Value ($000) $463 Shares 2,363 Est. Cost $152.46 Unrealized
ORCL ORACLE CORP COM 0.1%
Value ($000) $463 Shares 7,152 Est. Cost $54.01 Unrealized +2.8%
BIP BROOKFIELD INFRAST PARTNERS LP LP INT UNIT 0.1%
Value ($000) $456 Shares 9,225 Est. Cost $49.43 Unrealized
TSLA TESLA INC COM 0.1%
Value ($000) $455 Shares 645 Est. Cost $128.10 Unrealized +33.2%
BX BLACKSTONE GROUP INC COM CL A 0.1%
Value ($000) $450 Shares 6,939 Est. Cost $46.01 Unrealized +6.1%
IPO RENAISSANCE IPO ETF 0.1%
Value ($000) $447 Shares 6,928 Est. Cost $53.96 Unrealized
SYY SYSCO CORP COM 0.1%
Value ($000) $446 Shares 6,012 Est. Cost $58.46 Unrealized +2.7%
SCHE SCHWAB EMERGING MARKETS EQUITY ETF 0.1%
Value ($000) $445 Shares 14,508 Est. Cost $23.89 Unrealized
INVESCO BULLETSHARES 2021 CORPORATE BOND ETF 0.1%
Value ($000) $439 Shares 20,689 Est. Cost $21.24 Unrealized
GDX VANECK VECTORS GOLD MINERS ETF 0.1%
Value ($000) $435 Shares 12,079 Est. Cost $36.56 Unrealized
ADP AUTOMATIC DATA PROCESSING INC COM 0.1%
Value ($000) $435 Shares 2,468 Est. Cost $125.00 Unrealized +18.0%
CLX CLOROX CO DEL COM 0.1%
Value ($000) $432 Shares 2,140 Est. Cost $185.46 Unrealized -4.9%
A AGILENT TECHNOLOGIES INC COM 0.1%
Value ($000) $428 Shares 3,611 Est. Cost $94.92 Unrealized +12.6%
GD GENERAL DYNAMICS CORP COM 0.1%
Value ($000) $424 Shares 2,851 Est. Cost $131.04 Unrealized -0.3%
VGSH VANGUARD SHORT-TERM GOVERNMENT BOND ETF 0.1%
Value ($000) $423 Shares 6,868 Est. Cost $62.15 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.1%
Value ($000) $415 Shares 8,284 Est. Cost $46.52 Unrealized
DD DUPONT DE NEMOURS INC COM 0.1%
Value ($000) $414 Shares 5,816 Est. Cost $23.24 Unrealized +2.1%
BLACKROCK ENHANCD CAP & INM FD COM 0.1%
Value ($000) $412 Shares 23,650 Est. Cost $14.15 Unrealized
GLAXOSMITHKLINE PLC SPONSORED ADR 0.1%
Value ($000) $411 Shares 11,180 Est. Cost $37.07 Unrealized
FCX FREEPORT-MCMORAN INC CL B 0.1%
Value ($000) $409 Shares 15,707 Est. Cost $17.25 Unrealized +12.8%
COF CAPITAL ONE FINL CORP COM 0.1%
Value ($000) $405 Shares 4,102 Est. Cost $75.00 Unrealized +3.6%
CMI CUMMINS INC COM 0.1%
Value ($000) $404 Shares 1,779 Est. Cost $198.26 Unrealized 0.0%
FISV FISERV INC COM 0.1%
Value ($000) $402 Shares 3,530 Est. Cost $99.60 Unrealized +8.2%
ROYAL DUTCH SHELL PLC SPON ADR B 0.1%
Value ($000) $387 Shares 11,523 Est. Cost $28.17 Unrealized
BARRICK GOLD CORP COM 0.1%
Value ($000) $386 Shares 16,925 Est. Cost $22.85 Unrealized
EMR EMERSON ELEC CO COM 0.1%
Value ($000) $384 Shares 4,777 Est. Cost $64.01 Unrealized +4.4%
NXPI NXP SEMICONDUCTORS N V COM 0.1%
Value ($000) $382 Shares 2,404 Est. Cost $111.28 Unrealized +21.1%
NVDA NVIDIA CORPORATION COM 0.1%
Value ($000) $381 Shares 730 Est. Cost $11.22 Unrealized +19.0%
IJR ISHARES S&P SMALL-CAP FUND 0.1%
Value ($000) $380 Shares 4,138 Est. Cost $68.50 Unrealized
MA MASTERCARD INCORPORATED CL A 0.1%
Value ($000) $374 Shares 1,049 Est. Cost $288.70 Unrealized +12.0%
VT VANGUARD TOTAL WORLD STOCK INDEX FUND 0.1%
Value ($000) $366 Shares 3,951 Est. Cost $92.05 Unrealized
PYPL PAYPAL HLDGS INC COM 0.1%
Value ($000) $366 Shares 1,563 Est. Cost $192.95 Unrealized +7.1%
PEG PUBLIC SVC ENTERPRISE GRP INC COM 0.1%
Value ($000) $363 Shares 6,229 Est. Cost $47.78 Unrealized +2.4%
FCBC FIRST CMNTY BANKSHARES INC VA COM 0.1%
Value ($000) $362 Shares 16,756 Est. Cost $16.02 Unrealized +0.3%
ROK ROCKWELL AUTOMATION INC COM 0.1%
Value ($000) $355 Shares 1,413 Est. Cost $215.00 Unrealized +4.2%
HII HUNTINGTON INGALLS INDS INC COM 0.1%
Value ($000) $354 Shares 2,077 Est. Cost $141.40 Unrealized -0.0%
UBSI UNITED BANKSHARES INC WEST VA COM 0.1%
Value ($000) $352 Shares 10,869 Est. Cost $28.24 Unrealized 0.0%
DHR DANAHER CORPORATION COM 0.1%
Value ($000) $349 Shares 1,571 Est. Cost $173.71 Unrealized +12.8%
UNP UNION PAC CORP COM 0.1%
Value ($000) $349 Shares 1,675 Est. Cost $169.25 Unrealized +5.2%
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 0.1%
Value ($000) $348 Shares 1 Est. Cost $312788.34 Unrealized +5.7%
VBK VANGUARD SMALL-CAP GROWTH INDEX FUND 0.1%
Value ($000) $345 Shares 1,288 Est. Cost $238.16 Unrealized
COP CONOCOPHILLIPS COM 0.1%
Value ($000) $343 Shares 8,589 Est. Cost $30.78 Unrealized -0.2%
SHW SHERWIN WILLIAMS CO COM 0.1%
Value ($000) $342 Shares 466 Est. Cost $220.60 Unrealized +2.8%
AZN ASTRAZENECA PLC SPONSORED ADR 0.1%
Value ($000) $340 Shares 6,799 Est. Cost $50.08 Unrealized
PSX PHILLIPS 66 COM 0.1%
Value ($000) $340 Shares 4,865 Est. Cost $49.06 Unrealized -2.2%
IGE ISHARES NORTH AMERICAN NATURAL RESOURCES ETF 0.1%
Value ($000) $338 Shares 14,528 Est. Cost $21.47 Unrealized
CCI CROWN CASTLE INTL CORP NEW COM 0.1%
Value ($000) $328 Shares 2,061 Est. Cost $126.86 Unrealized +0.7%
AVGO BROADCOM INC COM 0.1%
Value ($000) $328 Shares 749 Est. Cost $29.64 Unrealized +17.5%
BLACKROCK MUN TARGET TERM TR COM SHS BEN IN 0.1%
Value ($000) $327 Shares 12,750 Est. Cost $25.55 Unrealized
AIG AMERICAN INTL GROUP INC COM NEW 0.1%
Value ($000) $327 Shares 8,640 Est. Cost $26.13 Unrealized +19.6%
ALL ALLSTATE CORP COM 0.1%
Value ($000) $322 Shares 2,926 Est. Cost $84.79 Unrealized +2.2%
BTI BRITISH AMERN TOB PLC SPONSORED ADR 0.1%
Value ($000) $318 Shares 8,473 Est. Cost $37.46 Unrealized
NEU NEWMARKET CORP COM 0.1%
Value ($000) $315 Shares 790 Est. Cost $333.55 Unrealized 0.0%
ABERDEEN TOTAL DYNAMIC DIVD FD COM SH BEN INT 0.1%
Value ($000) $311 Shares 35,093 Est. Cost $8.60 Unrealized
EFA ISHARES MSCI EAFE ETF 0.1%
Value ($000) $310 Shares 4,254 Est. Cost $63.68 Unrealized
XMLV INVESCO S&P MIDCAP LOW VOLATILITY ETF 0.1%
Value ($000) $308 Shares 6,393 Est. Cost $39.96 Unrealized
MDY SPDR S&P MIDCAP 400 ETF 0.1%
Value ($000) $308 Shares 733 Est. Cost $338.83 Unrealized
SPYD SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF 0.1%
Value ($000) $304 Shares 9,214 Est. Cost $27.38 Unrealized
SHV ISHARES SHORT TREASURY BOND ETF 0.1%
Value ($000) $304 Shares 2,751 Est. Cost $110.71 Unrealized
KHC KRAFT HEINZ CO COM 0.1%
Value ($000) $302 Shares 8,714 Est. Cost $25.57 Unrealized -0.1%
NVS NOVARTIS AG SPONSORED ADR 0.1%
Value ($000) $300 Shares 3,177 Est. Cost $86.95 Unrealized
FLAHERTY & CRUMRINE PFD SECS I COM 0.1%
Value ($000) $298 Shares 12,715 Est. Cost $17.48 Unrealized
WELL WELLTOWER INC COM 0.1%
Value ($000) $297 Shares 4,593 Est. Cost $50.40 Unrealized +4.9%
PPL PPL CORP COM 0.1%
Value ($000) $296 Shares 10,499 Est. Cost $22.79 Unrealized +1.6%
ROYCE VALUE TR INC COM 0.1%
Value ($000) $296 Shares 18,364 Est. Cost $16.12 Unrealized
NFLX NETFLIX INC COM 0.1%
Value ($000) $294 Shares 543 Est. Cost $50.28 Unrealized +0.8%
QYLD GLOBAL X NASDAQ 100 COVERED CALL ETF 0.1%
Value ($000) $293 Shares 12,850 Est. Cost $22.80 Unrealized
SPGI S&P GLOBAL INC COM 0.1%
Value ($000) $293 Shares 891 Est. Cost $331.61 Unrealized -2.5%
AFL AFLAC INC COM 0.1%
Value ($000) $279 Shares 6,278 Est. Cost $32.33 Unrealized +12.4%
GPC GENUINE PARTS CO COM 0.1%
Value ($000) $277 Shares 2,756 Est. Cost $83.44 Unrealized +1.6%
HYS PIMCO 0-5 YEAR HIGH YIELD CORPORATE BOND INDEX EXCHANGE-TRADED FUND 0.1%
Value ($000) $277 Shares 2,821 Est. Cost $95.08 Unrealized
SJNK SPDR BLOOMBERG BARCLAYS SHORT TERM HIGH YIELD BOND ETF 0.1%
Value ($000) $276 Shares 10,243 Est. Cost $25.51 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.1%
Value ($000) $276 Shares 9,351 Est. Cost $24.66 Unrealized
GILD GILEAD SCIENCES INC COM 0.1%
Value ($000) $273 Shares 4,685 Est. Cost $52.34 Unrealized -5.7%
WESTERN ASSET INTER MUNI FD IN COM 0.1%
Value ($000) $273 Shares 29,633 Est. Cost $9.21 Unrealized
AMAT APPLIED MATLS INC COM 0.1%
Value ($000) $270 Shares 3,132 Est. Cost $66.97 Unrealized +5.5%
DEO DIAGEO PLC SPON ADR NEW 0.1%
Value ($000) $267 Shares 1,678 Est. Cost $137.67 Unrealized
JKHY HENRY JACK & ASSOC INC COM 0.1%
Value ($000) $265 Shares 1,638 Est. Cost $153.64 Unrealized -3.0%
NUVEEN QUALITY MUNCP INCOME FD COM 0.1%
Value ($000) $265 Shares 17,269 Est. Cost $15.26 Unrealized
ZBH ZIMMER BIOMET HOLDINGS INC COM 0.1%
Value ($000) $262 Shares 1,698 Est. Cost $124.98 Unrealized +8.3%
XEL XCEL ENERGY INC COM 0.1%
Value ($000) $261 Shares 3,911 Est. Cost $58.05 Unrealized +1.8%
NUVEEN PFD & INCM SECURTIES FD COM 0.0%
Value ($000) $259 Shares 26,612 Est. Cost $8.30 Unrealized
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.0%
Value ($000) $259 Shares 991 Est. Cost $220.75 Unrealized +1.0%
ARCC ARES CAPITAL CORP COM 0.0%
Value ($000) $258 Shares 15,278 Est. Cost $9.07 Unrealized +5.7%
WALGREENS BOOTS ALLIANCE INC COM 0.0%
Value ($000) $257 Shares 6,455 Est. Cost $35.92 Unrealized
PRU PRUDENTIAL FINL INC COM 0.0%
Value ($000) $255 Shares 3,272 Est. Cost $50.42 Unrealized +11.7%
HAL HALLIBURTON CO COM 0.0%
Value ($000) $252 Shares 13,349 Est. Cost $13.40 Unrealized +5.7%
SYK STRYKER CORPORATION COM 0.0%
Value ($000) $251 Shares 1,024 Est. Cost $183.63 Unrealized +16.8%
PAYX PAYCHEX INC COM 0.0%
Value ($000) $250 Shares 2,685 Est. Cost $67.02 Unrealized +14.8%
FDN First Trust Dow Jones Internet Index Fund ETF 0.0%
Value ($000) $250 Shares 1,180 Est. Cost $190.76 Unrealized
SPLUNK INC COM 0.0%
Value ($000) $248 Shares 1,460 Est. Cost $182.52 Unrealized
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.0%
Value ($000) $248 Shares 2,096 Est. Cost $117.96 Unrealized
F FORD MTR CO DEL COM 0.0%
Value ($000) $247 Shares 28,071 Est. Cost $6.32 Unrealized +0.5%
IVE ISHARES S&P 500 VALUE ETF 0.0%
Value ($000) $245 Shares 1,917 Est. Cost $112.98 Unrealized
ED CONSOLIDATED EDISON INC COM 0.0%
Value ($000) $245 Shares 3,387 Est. Cost $62.62 Unrealized +3.2%
NUVEEN SELECT MAT MUN FD SH BEN INT 0.0%
Value ($000) $242 Shares 22,666 Est. Cost $10.67 Unrealized
STWD STARWOOD PPTY TR INC COM 0.0%
Value ($000) $241 Shares 12,480 Est. Cost $15.95 Unrealized
BIZD VANECK VECTORS BDC INCOME ETF 0.0%
Value ($000) $241 Shares 17,566 Est. Cost $12.13 Unrealized
VTWO VANGUARD RUSSELL 2000 ETF 0.0%
Value ($000) $240 Shares 1,516 Est. Cost $157.43 Unrealized
BZUN BAOZUN INC SPONSORED ADR 0.0%
Value ($000) $240 Shares 6,996 Est. Cost $33.32 Unrealized
ALB ALBEMARLE CORP COM 0.0%
Value ($000) $239 Shares 1,621 Est. Cost $98.57 Unrealized +13.3%
AB ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN 0.0%
Value ($000) $238 Shares 7,058 Est. Cost $33.47 Unrealized
DVN DEVON ENERGY CORP NEW COM 0.0%
Value ($000) $238 Shares 15,036 Est. Cost $7.91 Unrealized +20.3%
VFC V F CORP COM 0.0%
Value ($000) $236 Shares 2,765 Est. Cost $64.59 Unrealized +23.7%
XYZ SQUARE INC CL A 0.0%
Value ($000) $236 Shares 1,083 Est. Cost $163.98 Unrealized +19.0%
NOC NORTHROP GRUMMAN CORP COM 0.0%
Value ($000) $235 Shares 772 Est. Cost $293.01 Unrealized -4.1%
USO UNITED STATES OIL FUND, LP 0.0%
Value ($000) $232 Shares 7,036 Est. Cost $29.30 Unrealized
GDRX GOODRX HLDGS INC COM CL A 0.0%
Value ($000) $231 Shares 5,721 Est. Cost $45.94 Unrealized 0.0%
SDY SPDR S&P DIVIDEND ETF 0.0%
Value ($000) $231 Shares 2,179 Est. Cost $92.55 Unrealized
RY ROYAL BK CDA COM 0.0%
Value ($000) $230 Shares 2,803 Est. Cost $74.66 Unrealized +3.6%
TIP ISHARES TIPS BOND ETF 0.0%
Value ($000) $230 Shares 1,798 Est. Cost $126.86 Unrealized
EG EVEREST RE GROUP LTD COM 0.0%
Value ($000) $229 Shares 980 Est. Cost $192.22 Unrealized +3.9%
WTPI WISDOMTREE CBOE S&P 500 PUTWRITE STRATEGY FUND 0.0%
Value ($000) $227 Shares 7,949 Est. Cost $28.09 Unrealized
BCE BCE INC COM NEW 0.0%
Value ($000) $226 Shares 5,290 Est. Cost $30.06 Unrealized 0.0%
PINNACLE FINL PARTNERS INC COM 0.0%
Value ($000) $224 Shares 3,483 Est. Cost $64.31 Unrealized
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value ($000) $224 Shares 2,634 Est. Cost $83.62 Unrealized
AMLP ALERIAN MLP ETF 0.0%
Value ($000) $223 Shares 8,677 Est. Cost $24.89 Unrealized
CALAMOS STRATEGIC TOTL RETN FD COM SH BEN INT 0.0%
Value ($000) $222 Shares 14,070 Est. Cost $15.16 Unrealized
LDOS LEIDOS HOLDINGS INC COM 0.0%
Value ($000) $222 Shares 2,116 Est. Cost $88.65 Unrealized +1.1%
PIMCO INCOME STRATEGY FD II COM 0.0%
Value ($000) $219 Shares 22,019 Est. Cost $9.66 Unrealized
DVY ISHARES SELECT DIVIDEND ETF 0.0%
Value ($000) $219 Shares 2,277 Est. Cost $92.02 Unrealized
DOUBLELINE INCOME SOLUTIONS FD COM 0.0%
Value ($000) $219 Shares 13,216 Est. Cost $16.37 Unrealized
AWK AMERICAN WTR WKS CO INC NEW COM 0.0%
Value ($000) $218 Shares 1,419 Est. Cost $127.84 Unrealized +9.0%
PNQI INVESCO NASDAQ INTERNET ETF 0.0%
Value ($000) $218 Shares 954 Est. Cost $226.57 Unrealized
CRM SALESFORCE COM INC COM 0.0%
Value ($000) $216 Shares 971 Est. Cost $224.01 Unrealized +7.3%
HAS HASBRO INC COM 0.0%
Value ($000) $215 Shares 2,300 Est. Cost $62.72 Unrealized +15.8%
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.0%
Value ($000) $215 Shares 1,894 Est. Cost $106.44 Unrealized
CHD CHURCH & DWIGHT INC COM 0.0%
Value ($000) $214 Shares 2,452 Est. Cost $84.96 Unrealized -1.9%
TRV TRAVELERS COMPANIES INC COM 0.0%
Value ($000) $214 Shares 1,521 Est. Cost $109.46 Unrealized +5.6%
HSY HERSHEY CO COM 0.0%
Value ($000) $212 Shares 1,391 Est. Cost $127.73 Unrealized +2.6%
WPC WP CAREY INC COM 0.0%
Value ($000) $211 Shares 2,988 Est. Cost $66.85 Unrealized
SCZ ISHARES MSCI EAFE SMALL-CAP ETF 0.0%
Value ($000) $210 Shares 3,068 Est. Cost $66.20 Unrealized
BOND PIMCO ACTIVE BOND EXCHANGE-TRADED FUND 0.0%
Value ($000) $210 Shares 1,860 Est. Cost $112.83 Unrealized
VFMF VANGUARD U.S. MULTIFACTOR ETF 0.0%
Value ($000) $209 Shares 2,500 Est. Cost $71.20 Unrealized
IWP ISHARES RUSSELL MID-CAP GROWTH ETF 0.0%
Value ($000) $208 Shares 2,028 Est. Cost $153.00 Unrealized
LUV SOUTHWEST AIRLS CO COM 0.0%
Value ($000) $206 Shares 4,417 Est. Cost $37.68 Unrealized +7.0%
HPQ HP INC COM 0.0%
Value ($000) $205 Shares 8,337 Est. Cost $15.92 Unrealized +10.6%
DLTR DOLLAR TREE INC COM 0.0%
Value ($000) $204 Shares 1,892 Est. Cost $94.09 Unrealized +6.7%
DRI DARDEN RESTAURANTS INC COM 0.0%
Value ($000) $204 Shares 1,715 Est. Cost $75.97 Unrealized +20.4%
BLACKROCK ENHANCED INTL DIV TR COM BENE INTER 0.0%
Value ($000) $203 Shares 34,499 Est. Cost $5.88 Unrealized
CI CIGNA CORP NEW COM 0.0%
Value ($000) $203 Shares 974 Est. Cost $173.48 Unrealized +3.4%
KMI KINDER MORGAN INC DEL COM 0.0%
Value ($000) $201 Shares 14,685 Est. Cost $10.12 Unrealized -1.8%
SWKS SKYWORKS SOLUTIONS INC COM 0.0%
Value ($000) $200 Shares 1,305 Est. Cost $121.59 Unrealized +5.6%
CTVA CORTEVA INC COM 0.0%
Value ($000) $200 Shares 5,174 Est. Cost $32.90 Unrealized +2.6%
ANNALY CAPITAL MANAGEMENT INC COM 0.0%
Value ($000) $165 Shares 19,564 Est. Cost $8.37 Unrealized
COMMUNITY BANKERS TR CORP COM 0.0%
Value ($000) $142 Shares 21,050 Est. Cost $7.17 Unrealized
EATON VANCE TAX-MANAGED GLOBAL COM 0.0%
Value ($000) $142 Shares 14,660 Est. Cost $9.69 Unrealized
INVESCO MUNI INCOME OPP TRST COM 0.0%
Value ($000) $141 Shares 17,841 Est. Cost $7.90 Unrealized
WELLS FARGO ADVANTAGE INCOME O WF INC OPPTY FD 0.0%
Value ($000) $122 Shares 15,000 Est. Cost $8.10 Unrealized
LUMN LUMEN TECHNOLOGIES INC COM 0.0%
Value ($000) $117 Shares 11,986 Est. Cost $8.43 Unrealized 0.0%
VIRTUS ALLIANZGI CONVERTIBLE COM 0.0%
Value ($000) $115 Shares 22,565 Est. Cost $4.88 Unrealized
NUVEEN MUN VALUE FD INC COM 0.0%
Value ($000) $112 Shares 10,077 Est. Cost $11.11 Unrealized
SIRIUS XM HOLDINGS INC COM 0.0%
Value ($000) $100 Shares 15,656 Est. Cost $6.39 Unrealized
EATON VANCE TAX-MANAGED GLOBAL COM 0.0%
Value ($000) $94 Shares 10,706 Est. Cost $8.78 Unrealized
INVESCO SR INCOME TR COM 0.0%
Value ($000) $93 Shares 23,400 Est. Cost $3.97 Unrealized
ET ENERGY TRANSFER LP COM UT LTD PTN 0.0%
Value ($000) $85 Shares 13,709 Est. Cost $6.20 Unrealized
FSP FRANKLIN STR PPTYS CORP COM 0.0%
Value ($000) $81 Shares 18,434 Est. Cost $3.63 Unrealized
VIRTUS ALLIANZGI CONVERTIBLE COM 0.0%
Value ($000) $77 Shares 13,434 Est. Cost $5.67 Unrealized
GAMCO GLOBAL GOLD NAT RES & COM SH BEN INT 0.0%
Value ($000) $63 Shares 18,027 Est. Cost $3.49 Unrealized
PROSPECT CAP CORP 4.95 07/15/2022 0.0%
Value ($000) $51 Shares 50,000 Est. Cost $1.02 Unrealized
NOK NOKIA CORP SPONSORED ADR 0.0%
Value ($000) $50 Shares 12,840 Est. Cost $3.92 Unrealized