Graves Light Lenhart Wealth, Inc. Diversified Active

CIK: 0001759803 · Show all filings

Period: Q4 2021 (← Previous) (Next →)

Filing Date: Feb 14, 2022

Total Value ($000): $703,252 (100.0% shares, 0.0% debt)

Holdings (748)

BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 4.9%
Value ($000) $34,494 Shares 115,364 Est. Cost $203.82 Unrealized +40.5%
AAPL APPLE INC COM 4.8%
Value ($000) $33,622 Shares 189,346 Est. Cost $90.29 Unrealized +71.3%
SDY SPDR S&P DIVIDEND ETF 4.2%
Value ($000) $29,478 Shares 228,301 Est. Cost $90.29 Unrealized
BSV VANGUARD SHORT-TERM BOND INDEX FUND 4.1%
Value ($000) $28,525 Shares 352,900 Est. Cost $80.67 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR FUND 3.8%
Value ($000) $26,544 Shares 188,405 Est. Cost $90.20 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION INDEX FUND 3.6%
Value ($000) $25,428 Shares 148,050 Est. Cost $102.15 Unrealized
VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 3.6%
Value ($000) $25,385 Shares 312,387 Est. Cost $81.20 Unrealized
VYM VANGUARD HIGH DIVIDEND YIELD ETF 3.2%
Value ($000) $22,276 Shares 198,697 Est. Cost $79.85 Unrealized
IJR ISHARES S&P SMALL-CAP FUND 3.0%
Value ($000) $21,262 Shares 185,681 Est. Cost $88.37 Unrealized
VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF 2.4%
Value ($000) $17,221 Shares 335,042 Est. Cost $49.62 Unrealized
IJH ISHARES S&P MIDCAP FUND 2.4%
Value ($000) $17,205 Shares 60,777 Est. Cost $193.96 Unrealized
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 2.3%
Value ($000) $16,429 Shares 144,016 Est. Cost $108.98 Unrealized
DLN WISDOMTREE U.S. LARGECAP DIVIDEND FUND 1.9%
Value ($000) $13,157 Shares 199,232 Est. Cost $75.80 Unrealized
SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF 1.8%
Value ($000) $12,648 Shares 117,798 Est. Cost $106.08 Unrealized
SCHD Schwab US Dividend ETF 1.7%
Value ($000) $11,667 Shares 144,341 Est. Cost $63.72 Unrealized
GOOGL ALPHABET INC CAP STK CL A 1.6%
Value ($000) $11,484 Shares 3,964 Est. Cost $54.32 Unrealized +163.1%
SPHQ INVESCO S&P 500 QUALITY ETF 1.6%
Value ($000) $11,372 Shares 213,728 Est. Cost $27.85 Unrealized
IWB ISHARES RUSSELL 1000 ETF 1.6%
Value ($000) $11,304 Shares 42,749 Est. Cost $138.69 Unrealized
EFAV ISHARES MSCI EAFE MIN VOL FACTOR ETF 1.6%
Value ($000) $11,000 Shares 143,288 Est. Cost $69.89 Unrealized
JPM JPMORGAN CHASE & CO COM 1.5%
Value ($000) $10,826 Shares 68,367 Est. Cost $87.55 Unrealized +68.9%
IEFA ISHARES CORE MSCI EAFE ETF 1.5%
Value ($000) $10,676 Shares 143,039 Est. Cost $68.31 Unrealized
MUB ISHARES NATIONAL MUNI BOND ETF 1.4%
Value ($000) $9,689 Shares 83,328 Est. Cost $111.87 Unrealized
VTI VANGUARD TOTAL STOCK MARKET INDEX FUND 1.3%
Value ($000) $9,279 Shares 38,433 Est. Cost $150.02 Unrealized
USB US BANCORP DEL COM NEW 1.2%
Value ($000) $8,341 Shares 148,493 Est. Cost $38.97 Unrealized +25.3%
SYY SYSCO CORP COM 1.2%
Value ($000) $8,253 Shares 105,064 Est. Cost $55.61 Unrealized +23.7%
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 1.0%
Value ($000) $6,760 Shares 15 Est. Cost $313083.50 Unrealized +37.9%
VXF VANGUARD EXTENDED MARKET INDEX FUND 1.0%
Value ($000) $6,703 Shares 36,659 Est. Cost $182.61 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.9%
Value ($000) $6,664 Shares 2,303 Est. Cost $53.13 Unrealized +170.0%
BND VANGUARD TOTAL BOND MARKET INDEX FUND 0.9%
Value ($000) $6,167 Shares 72,762 Est. Cost $82.17 Unrealized
EFA ISHARES MSCI EAFE ETF 0.9%
Value ($000) $6,063 Shares 77,059 Est. Cost $60.62 Unrealized
IGM ISHARES EXPANDED TECH SECTOR ETF 0.9%
Value ($000) $6,044 Shares 13,766 Est. Cost $171.68 Unrealized
MSFT MICROSOFT CORP COM 0.8%
Value ($000) $5,892 Shares 17,518 Est. Cost $117.72 Unrealized +166.2%
CVX CHEVRON CORP NEW COM 0.8%
Value ($000) $5,818 Shares 49,577 Est. Cost $83.51 Unrealized +15.1%
IVV ISHARES CORE S&P 500 ETF 0.8%
Value ($000) $5,586 Shares 11,710 Est. Cost $281.23 Unrealized
DD DUPONT DE NEMOURS INC COM 0.8%
Value ($000) $5,384 Shares 66,652 Est. Cost $29.00 Unrealized +0.7%
SCHZ SCHWAB US AGGREGATE BOND ETF 0.8%
Value ($000) $5,330 Shares 98,886 Est. Cost $52.10 Unrealized
SPY SPDR S&P 500 ETF 0.8%
Value ($000) $5,314 Shares 11,189 Est. Cost $255.78 Unrealized
IVE ISHARES S&P 500 VALUE ETF 0.8%
Value ($000) $5,278 Shares 33,697 Est. Cost $124.23 Unrealized
IWN ISHARES RUSSELL 2000 VALUE ETF 0.7%
Value ($000) $4,999 Shares 30,104 Est. Cost $125.06 Unrealized
BMY BRISTOL-MYERS SQUIBB CO COM 0.7%
Value ($000) $4,874 Shares 78,174 Est. Cost $46.05 Unrealized +6.9%
APD AIR PRODS & CHEMS INC COM 0.7%
Value ($000) $4,764 Shares 15,657 Est. Cost $237.14 Unrealized +11.2%
INTC INTEL CORP COM 0.7%
Value ($000) $4,751 Shares 92,259 Est. Cost $46.55 Unrealized +1.6%
VEU VANGUARD FTSE ALL-WORLD EX US INDEX FUND 0.7%
Value ($000) $4,726 Shares 77,115 Est. Cost $45.93 Unrealized
IVW ISHARES S&P 500 GROWTH ETF 0.7%
Value ($000) $4,599 Shares 54,961 Est. Cost $82.43 Unrealized
VUSB VANGUARD ULTRA-SHORT BOND ETF 0.6%
Value ($000) $4,474 Shares 89,576 Est. Cost $49.95 Unrealized
DVY ISHARES SELECT DIVIDEND ETF 0.6%
Value ($000) $4,392 Shares 35,824 Est. Cost $90.92 Unrealized
EOG EOG RES INC COM 0.5%
Value ($000) $3,824 Shares 43,048 Est. Cost $72.54 Unrealized +1.0%
TFC TRUIST FINL CORP COM 0.5%
Value ($000) $3,791 Shares 64,748 Est. Cost $40.59 Unrealized +22.5%
DIS DISNEY WALT CO COM 0.5%
Value ($000) $3,711 Shares 23,956 Est. Cost $117.98 Unrealized +33.7%
D DOMINION ENERGY INC COM 0.5%
Value ($000) $3,684 Shares 46,895 Est. Cost $54.02 Unrealized +15.0%
GS GOLDMAN SACHS GROUP INC COM 0.5%
Value ($000) $3,653 Shares 9,548 Est. Cost $173.21 Unrealized +105.8%
ACWV ISHARES MSCI GLOBAL MIN VOL FACTOR ETF 0.5%
Value ($000) $3,489 Shares 32,218 Est. Cost $81.26 Unrealized
ACWX ISHARES MSCI ACWI EX US INDEX FUND 0.5%
Value ($000) $3,406 Shares 61,258 Est. Cost $42.55 Unrealized
PG PROCTER AND GAMBLE CO COM 0.4%
Value ($000) $3,134 Shares 19,161 Est. Cost $76.52 Unrealized +75.3%
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF 0.4%
Value ($000) $2,774 Shares 7,636 Est. Cost $234.03 Unrealized
VGSH VANGUARD SHORT-TERM GOVERNMENT BOND ETF 0.4%
Value ($000) $2,629 Shares 43,214 Est. Cost $61.16 Unrealized
VTC VANGUARD TOTAL CORPORATE BOND ETF 0.4%
Value ($000) $2,581 Shares 28,460 Est. Cost $90.90 Unrealized
JMST JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF 0.3%
Value ($000) $2,443 Shares 47,836 Est. Cost $51.07 Unrealized
VGIT VANGUARD INTERMEDIATE-TERM GOVERNMENT BOND ETF 0.3%
Value ($000) $2,384 Shares 35,862 Est. Cost $66.85 Unrealized
VZ VERIZON COMMUNICATIONS INC COM 0.3%
Value ($000) $2,305 Shares 44,361 Est. Cost $39.03 Unrealized +3.5%
IBB ISHARES BIOTECHNOLOGY FUND 0.3%
Value ($000) $2,286 Shares 14,981 Est. Cost $97.07 Unrealized
VUG VANGUARD GROWTH INDEX FUND 0.3%
Value ($000) $2,035 Shares 6,343 Est. Cost $186.38 Unrealized
DUK DUKE ENERGY CORP NEW COM NEW 0.3%
Value ($000) $2,029 Shares 19,342 Est. Cost $64.60 Unrealized +33.5%
JNJ JOHNSON & JOHNSON COM 0.3%
Value ($000) $1,938 Shares 11,330 Est. Cost $116.32 Unrealized +24.7%
FXNC FIRST NATL CORP COM 0.3%
Value ($000) $1,871 Shares 81,387 Est. Cost $17.51 Unrealized +14.7%
XOM EXXON MOBIL CORP COM 0.3%
Value ($000) $1,850 Shares 30,236 Est. Cost $56.38 Unrealized -4.4%
COST COSTCO WHSL CORP NEW COM 0.3%
Value ($000) $1,830 Shares 3,223 Est. Cost $201.34 Unrealized +142.4%
PEP PEPSICO INC COM 0.2%
Value ($000) $1,482 Shares 8,531 Est. Cost $92.19 Unrealized +55.6%
STPZ PIMCO 1-5 YEAR U.S. TIPS INDEX EXCHANGE-TRADED FUND 0.2%
Value ($000) $1,481 Shares 26,848 Est. Cost $50.89 Unrealized
IYW ISHARES U.S. TECHNOLOGY ETF 0.2%
Value ($000) $1,462 Shares 12,731 Est. Cost $106.24 Unrealized
IJS ISHARES S&P SMALL-CAP 600 VALUE ETF 0.2%
Value ($000) $1,386 Shares 13,264 Est. Cost $102.83 Unrealized
IWV ISHARES RUSSELL 3000 ETF 0.2%
Value ($000) $1,325 Shares 4,776 Est. Cost $146.98 Unrealized
PNC PNC FINL SVCS GROUP INC COM 0.2%
Value ($000) $1,277 Shares 6,369 Est. Cost $103.50 Unrealized +68.4%
VOO VANGUARD S&P 500 ETF 0.2%
Value ($000) $1,257 Shares 2,878 Est. Cost $265.63 Unrealized
VT VANGUARD TOTAL WORLD STOCK INDEX FUND 0.2%
Value ($000) $1,232 Shares 11,469 Est. Cost $74.24 Unrealized
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 0.2%
Value ($000) $1,231 Shares 15,211 Est. Cost $55.13 Unrealized
MRK MERCK & CO INC COM 0.2%
Value ($000) $1,187 Shares 15,488 Est. Cost $59.07 Unrealized +18.3%
VOOV VANGUARD S&P 500 VALUE ETF 0.2%
Value ($000) $1,166 Shares 7,700 Est. Cost $129.32 Unrealized
PFE PFIZER INC COM 0.2%
Value ($000) $1,108 Shares 18,770 Est. Cost $29.80 Unrealized +35.0%
WFC WELLS FARGO CO NEW COM 0.2%
Value ($000) $1,064 Shares 22,168 Est. Cost $40.06 Unrealized +10.9%
SHEN SHENANDOAH TELECOMMUNICATIONS COM 0.2%
Value ($000) $1,061 Shares 41,598 Est. Cost $42.46 Unrealized -33.9%
BAC BK OF AMERICA CORP COM 0.1%
Value ($000) $968 Shares 21,750 Est. Cost $23.67 Unrealized +73.3%
UNH UNITEDHEALTH GROUP INC COM 0.1%
Value ($000) $965 Shares 1,921 Est. Cost $241.09 Unrealized +75.1%
ELV ANTHEM INC COM 0.1%
Value ($000) $959 Shares 2,069 Est. Cost $255.65 Unrealized +55.3%
VLUE ISHARES MSCI USA VALUE FACTOR ETF 0.1%
Value ($000) $900 Shares 8,220 Est. Cost $99.21 Unrealized
MCD MCDONALDS CORP COM 0.1%
Value ($000) $889 Shares 3,318 Est. Cost $156.59 Unrealized +46.6%
KBE SPDR S&P BANK ETF 0.1%
Value ($000) $885 Shares 16,226 Est. Cost $37.73 Unrealized
HD HOME DEPOT INC COM 0.1%
Value ($000) $879 Shares 2,117 Est. Cost $197.01 Unrealized +74.2%
EMR EMERSON ELEC CO COM 0.1%
Value ($000) $831 Shares 8,934 Est. Cost $56.12 Unrealized +54.2%
LLY LILLY ELI & CO COM 0.1%
Value ($000) $822 Shares 2,976 Est. Cost $103.25 Unrealized +136.2%
ORCL ORACLE CORP COM 0.1%
Value ($000) $793 Shares 9,095 Est. Cost $44.25 Unrealized +100.9%
CSX CSX CORP COM 0.1%
Value ($000) $777 Shares 20,668 Est. Cost $28.03 Unrealized +18.7%
T AT&T INC COM 0.1%
Value ($000) $765 Shares 31,089 Est. Cost $14.50 Unrealized +1.2%
VO VANGUARD MID-CAP INDEX FUND 0.1%
Value ($000) $718 Shares 2,817 Est. Cost $187.19 Unrealized
SO SOUTHERN CO COM 0.1%
Value ($000) $697 Shares 10,157 Est. Cost $35.76 Unrealized +53.0%
UNP UNION PAC CORP COM 0.1%
Value ($000) $692 Shares 2,747 Est. Cost $129.19 Unrealized +66.4%
SCHO SCHWAB SHORT-TERM U.S. TREASURY ETF 0.1%
Value ($000) $655 Shares 12,885 Est. Cost $50.59 Unrealized
VB VANGUARD SMALL-CAP INDEX FUND 0.1%
Value ($000) $634 Shares 2,803 Est. Cost $152.60 Unrealized
ESGU ISHARES ESG AWARE MSCI USA ETF 0.1%
Value ($000) $625 Shares 5,792 Est. Cost $86.44 Unrealized
ITW ILLINOIS TOOL WKS INC COM 0.1%
Value ($000) $613 Shares 2,482 Est. Cost $119.69 Unrealized +75.7%
AEP AMERICAN ELEC PWR CO INC COM 0.1%
Value ($000) $608 Shares 6,839 Est. Cost $63.12 Unrealized +14.8%
VHT VANGUARD HEALTH CARE INDEX FUND 0.1%
Value ($000) $604 Shares 2,267 Est. Cost $184.72 Unrealized
KO COCA COLA CO COM 0.1%
Value ($000) $585 Shares 9,877 Est. Cost $39.23 Unrealized +25.4%
SPLV INVESCO S&P 500 LOW VOLATILITY ETF 0.1%
Value ($000) $580 Shares 8,455 Est. Cost $47.62 Unrealized
VDE VANGUARD ENERGY INDEX FUND 0.1%
Value ($000) $571 Shares 7,359 Est. Cost $51.91 Unrealized
CSCO CISCO SYS INC COM 0.1%
Value ($000) $562 Shares 8,861 Est. Cost $38.50 Unrealized +31.1%
VGT VANGUARD INFORMATION TECHNOLOGY INDEX FUND 0.1%
Value ($000) $561 Shares 1,225 Est. Cost $186.11 Unrealized
MMM 3M CO COM 0.1%
Value ($000) $558 Shares 3,143 Est. Cost $125.27 Unrealized +1.6%
EFV ISHARES MSCI EAFE VALUE ETF 0.1%
Value ($000) $548 Shares 10,878 Est. Cost $50.26 Unrealized
EMN EASTMAN CHEM CO COM 0.1%
Value ($000) $547 Shares 4,525 Est. Cost $61.31 Unrealized +55.2%
VTV VANGUARD VALUE INDEX FUND 0.1%
Value ($000) $544 Shares 3,700 Est. Cost $120.04 Unrealized
LOW LOWES COS INC COM 0.1%
Value ($000) $541 Shares 2,093 Est. Cost $98.99 Unrealized +122.1%
NSC NORFOLK SOUTHN CORP COM 0.1%
Value ($000) $532 Shares 1,786 Est. Cost $162.63 Unrealized +56.9%
ENB ENBRIDGE INC COM 0.1%
Value ($000) $521 Shares 13,330 Est. Cost $20.47 Unrealized +49.8%
AXP AMERICAN EXPRESS CO COM 0.1%
Value ($000) $511 Shares 3,124 Est. Cost $87.50 Unrealized +84.9%
EFG ISHARES MSCI EAFE GROWTH ETF 0.1%
Value ($000) $480 Shares 4,349 Est. Cost $101.50 Unrealized
PINNACLE FINL PARTNERS INC COM 0.1%
Value ($000) $480 Shares 5,029 Est. Cost $64.43 Unrealized
AUB ATLANTIC UN BANKSHARES CORP COM 0.1%
Value ($000) $477 Shares 12,789 Est. Cost $28.00 Unrealized +10.2%
VV VANGUARD LARGE-CAP INDEX FUND 0.1%
Value ($000) $476 Shares 2,152 Est. Cost $131.35 Unrealized
IBM INTERNATIONAL BUSINESS MACHS COM 0.1%
Value ($000) $468 Shares 3,505 Est. Cost $90.66 Unrealized +17.5%
CM CANADIAN IMP BK COMM COM 0.1%
Value ($000) $466 Shares 4,000 Est. Cost $30.20 Unrealized +60.3%
DHR DANAHER CORPORATION COM 0.1%
Value ($000) $465 Shares 1,412 Est. Cost $214.15 Unrealized +26.1%
IXN ISHARES GLOBAL TECH ETF 0.1%
Value ($000) $465 Shares 7,224 Est. Cost $97.75 Unrealized
ABBV ABBVIE INC COM 0.1%
Value ($000) $456 Shares 3,369 Est. Cost $65.53 Unrealized +55.2%
IYK ISHARES U.S. CONSUMER STAPLES ETF 0.1%
Value ($000) $444 Shares 2,217 Est. Cost $106.45 Unrealized
IYH ISHARES U.S. HEALTHCARE ETF 0.1%
Value ($000) $439 Shares 1,463 Est. Cost $180.68 Unrealized
GE GENERAL ELECTRIC CO COM NEW 0.1%
Value ($000) $431 Shares 4,559 Est. Cost $62.93 Unrealized -2.2%
TROW PRICE T ROWE GROUP INC COM 0.1%
Value ($000) $430 Shares 2,188 Est. Cost $89.85 Unrealized +87.7%
INTU INTUIT COM 0.1%
Value ($000) $429 Shares 667 Est. Cost $201.37 Unrealized +198.7%
AMZN AMAZON COM INC COM 0.1%
Value ($000) $397 Shares 119 Est. Cost $167.06 Unrealized +2.4%
PHO INVESCO WATER RESOURCES ETF 0.1%
Value ($000) $395 Shares 6,500 Est. Cost $36.78 Unrealized
CALAMOS CONV & HIGH INCOME FD COM SHS 0.1%
Value ($000) $386 Shares 23,828 Est. Cost $9.43 Unrealized
AIVL WISDOMTREE U.S. DIVIDEND EX-FINANCIALS FUND 0.1%
Value ($000) $385 Shares 3,807 Est. Cost $79.25 Unrealized
ABT ABBOTT LABS COM 0.1%
Value ($000) $382 Shares 2,715 Est. Cost $87.84 Unrealized +35.1%
UDR UDR INC COM 0.1%
Value ($000) $381 Shares 6,347 Est. Cost $32.43 Unrealized +48.0%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.1%
Value ($000) $366 Shares 882 Est. Cost $179.78 Unrealized +91.0%
ADP AUTOMATIC DATA PROCESSING INC COM 0.1%
Value ($000) $360 Shares 1,462 Est. Cost $150.04 Unrealized +38.2%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.1%
Value ($000) $359 Shares 7,260 Est. Cost $42.01 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.0%
Value ($000) $345 Shares 1,130 Est. Cost $192.04 Unrealized
SBUX STARBUCKS CORP COM 0.0%
Value ($000) $333 Shares 2,845 Est. Cost $57.32 Unrealized +78.3%
SCHB SCHWAB U.S. BROAD MARKET ETF 0.0%
Value ($000) $332 Shares 2,939 Est. Cost $73.43 Unrealized
TMO THERMO FISHER SCIENTIFIC INC COM 0.0%
Value ($000) $332 Shares 498 Est. Cost $332.17 Unrealized +85.8%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.0%
Value ($000) $328 Shares 6,430 Est. Cost $44.11 Unrealized
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 0.0%
Value ($000) $319 Shares 3,251 Est. Cost $73.69 Unrealized
VPU VANGUARD UTILITIES INDEX FUND 0.0%
Value ($000) $318 Shares 2,033 Est. Cost $137.18 Unrealized
OEF ISHARES S&P 100 ETF 0.0%
Value ($000) $316 Shares 1,443 Est. Cost $111.60 Unrealized
AMGN AMGEN INC COM 0.0%
Value ($000) $311 Shares 1,382 Est. Cost $159.06 Unrealized +16.4%
MBB ISHARES MBS ETF 0.0%
Value ($000) $303 Shares 2,818 Est. Cost $107.83 Unrealized
ESGE ISHARES MSCI EM ESG SELECT ETF 0.0%
Value ($000) $303 Shares 7,612 Est. Cost $42.54 Unrealized
QQQ INVESCO QQQ TRUST 0.0%
Value ($000) $302 Shares 758 Est. Cost $321.84 Unrealized
TOTALENERGIES SE SPONSORED ADS 0.0%
Value ($000) $301 Shares 6,077 Est. Cost $51.04 Unrealized
XEL XCEL ENERGY INC COM 0.0%
Value ($000) $301 Shares 4,452 Est. Cost $40.34 Unrealized +40.9%
BA BOEING CO COM 0.0%
Value ($000) $300 Shares 1,490 Est. Cost $332.82 Unrealized -36.5%
CDW CDW CORP COM 0.0%
Value ($000) $297 Shares 1,450 Est. Cost $130.26 Unrealized +38.6%
GABELLI EQUITY TR INC COM 0.0%
Value ($000) $296 Shares 41,224 Est. Cost $5.09 Unrealized
XLU UTILITIES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $295 Shares 4,124 Est. Cost $64.17 Unrealized
VIRTUS ALLIANZGI EQUITY & CONV COM 0.0%
Value ($000) $285 Shares 9,448 Est. Cost $28.05 Unrealized
ALL ALLSTATE CORP COM 0.0%
Value ($000) $284 Shares 2,411 Est. Cost $85.65 Unrealized +24.8%
MET METLIFE INC COM 0.0%
Value ($000) $281 Shares 4,494 Est. Cost $37.01 Unrealized +49.6%
HON HONEYWELL INTL INC COM 0.0%
Value ($000) $281 Shares 1,350 Est. Cost $140.53 Unrealized +31.7%
WM WASTE MGMT INC DEL COM 0.0%
Value ($000) $279 Shares 1,672 Est. Cost $107.46 Unrealized +40.2%
CAT CATERPILLAR INC COM 0.0%
Value ($000) $277 Shares 1,341 Est. Cost $155.57 Unrealized +20.0%
DLTR DOLLAR TREE INC COM 0.0%
Value ($000) $277 Shares 1,970 Est. Cost $84.31 Unrealized +44.1%
AMAT APPLIED MATLS INC COM 0.0%
Value ($000) $276 Shares 1,756 Est. Cost $70.69 Unrealized +97.5%
ABBNY ABB LTD SPONSORED ADR 0.0%
Value ($000) $263 Shares 6,883 Est. Cost $20.71 Unrealized
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $260 Shares 1,495 Est. Cost $144.76 Unrealized
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value ($000) $258 Shares 2,225 Est. Cost $93.88 Unrealized
BIV VANGUARD INTERMEDIATE-TERM BOND INDEX FUND 0.0%
Value ($000) $256 Shares 2,920 Est. Cost $91.96 Unrealized
V VISA INC COM CL A 0.0%
Value ($000) $254 Shares 1,171 Est. Cost $195.64 Unrealized +6.4%
CRL CHARLES RIV LABS INTL INC COM 0.0%
Value ($000) $247 Shares 656 Est. Cost $238.16 Unrealized +63.1%
WMT WALMART INC COM 0.0%
Value ($000) $244 Shares 1,686 Est. Cost $38.28 Unrealized +18.0%
PHG KONINKLIJKE PHILIPS N V NY REGIS SHS NEW 0.0%
Value ($000) $244 Shares 6,611 Est. Cost $35.27 Unrealized
UBSI UNITED BANKSHARES INC WEST VA COM 0.0%
Value ($000) $243 Shares 6,700 Est. Cost $34.86 Unrealized +5.6%
ROST ROSS STORES INC COM 0.0%
Value ($000) $242 Shares 2,116 Est. Cost $86.56 Unrealized +23.2%
VFH VANGUARD FINANCIALS INDEX FUND 0.0%
Value ($000) $242 Shares 2,501 Est. Cost $78.27 Unrealized
MCK MCKESSON CORP COM 0.0%
Value ($000) $241 Shares 970 Est. Cost $161.42 Unrealized +33.0%
ZBRA ZEBRA TECHNOLOGIES CORPORATION CL A 0.0%
Value ($000) $235 Shares 394 Est. Cost $336.52 Unrealized +68.7%
IYG ISHARES U.S. FINANCIAL SERVICES ETF 0.0%
Value ($000) $233 Shares 1,209 Est. Cost $159.91 Unrealized
KKR INCOME OPPORTUNITIES FD COM 0.0%
Value ($000) $232 Shares 13,728 Est. Cost $14.28 Unrealized
COHEN & STEERS REIT & PFD & IN COM 0.0%
Value ($000) $229 Shares 8,000 Est. Cost $22.88 Unrealized
CPRT COPART INC COM 0.0%
Value ($000) $226 Shares 1,488 Est. Cost $24.22 Unrealized +53.2%
CVS CVS HEALTH CORP COM 0.0%
Value ($000) $224 Shares 2,176 Est. Cost $55.22 Unrealized +45.8%
NEE NEXTERA ENERGY INC COM 0.0%
Value ($000) $223 Shares 2,390 Est. Cost $65.72 Unrealized +17.7%
MDT MEDTRONIC PLC SHS 0.0%
Value ($000) $220 Shares 2,125 Est. Cost $87.47 Unrealized +16.6%
TJX TJX COS INC NEW COM 0.0%
Value ($000) $220 Shares 2,897 Est. Cost $56.53 Unrealized +15.5%
GLD SPDR GOLD SHARES 0.0%
Value ($000) $218 Shares 1,275 Est. Cost $173.86 Unrealized
MSI MOTOROLA SOLUTIONS INC COM NEW 0.0%
Value ($000) $209 Shares 770 Est. Cost $157.30 Unrealized +52.3%
IHI ISHARES U.S. MEDICAL DEVICES ETF 0.0%
Value ($000) $208 Shares 3,162 Est. Cost $107.63 Unrealized
QCOM QUALCOMM INC COM 0.0%
Value ($000) $202 Shares 1,103 Est. Cost $131.81 Unrealized +10.8%
ROYCE VALUE TR INC COM 0.0%
Value ($000) $201 Shares 10,253 Est. Cost $11.80 Unrealized
EES WISDOMTREE U.S. SMALLCAP FUND 0.0%
Value ($000) $200 Shares 3,900 Est. Cost $38.97 Unrealized
POOL POOL CORP COM 0.0%
Value ($000) $199 Shares 351 Est. Cost $328.73 Unrealized +51.4%
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $198 Shares 2,744 Est. Cost $31.64 Unrealized +98.0%
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $197 Shares 964 Est. Cost $127.88 Unrealized
PID INVESCO INTERNATIONAL DIVIDEND ACHIEVERS ETF 0.0%
Value ($000) $194 Shares 10,489 Est. Cost $14.20 Unrealized
CALAMOS DYNAMIC CONV & INCOME COM 0.0%
Value ($000) $189 Shares 6,000 Est. Cost $28.17 Unrealized
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 0.0%
Value ($000) $188 Shares 3,109 Est. Cost $41.29 Unrealized
SITE SITEONE LANDSCAPE SUPPLY INC COM 0.0%
Value ($000) $182 Shares 752 Est. Cost $137.14 Unrealized +68.6%
SUMMIT FINL GROUP INC COM 0.0%
Value ($000) $182 Shares 6,630 Est. Cost $22.02 Unrealized
META META PLATFORMS INC CL A 0.0%
Value ($000) $182 Shares 542 Est. Cost $295.41 Unrealized +11.6%
ADI ANALOG DEVICES INC COM 0.0%
Value ($000) $181 Shares 1,031 Est. Cost $130.97 Unrealized +25.7%
SCI SERVICE CORP INTL COM 0.0%
Value ($000) $181 Shares 2,553 Est. Cost $47.47 Unrealized +40.0%
WRB BERKLEY W R CORP COM 0.0%
Value ($000) $179 Shares 2,170 Est. Cost $25.56 Unrealized +25.2%
SCZ ISHARES MSCI EAFE SMALL-CAP ETF 0.0%
Value ($000) $178 Shares 2,438 Est. Cost $72.54 Unrealized
BRO BROWN & BROWN INC COM 0.0%
Value ($000) $176 Shares 2,499 Est. Cost $44.47 Unrealized +41.2%
EEMV ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF 0.0%
Value ($000) $176 Shares 2,806 Est. Cost $61.05 Unrealized
DFAX DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF 0.0%
Value ($000) $173 Shares 6,635 Est. Cost $25.87 Unrealized
NVS NOVARTIS AG SPONSORED ADR 0.0%
Value ($000) $171 Shares 1,954 Est. Cost $93.15 Unrealized
UNILEVER PLC SPON ADR NEW 0.0%
Value ($000) $170 Shares 3,163 Est. Cost $59.34 Unrealized
BLACKROCK MUNIYILD QULT FD INC COM 0.0%
Value ($000) $168 Shares 10,397 Est. Cost $16.74 Unrealized
MS MORGAN STANLEY COM NEW 0.0%
Value ($000) $168 Shares 1,708 Est. Cost $50.60 Unrealized +71.5%
TER TERADYNE INC COM 0.0%
Value ($000) $167 Shares 1,021 Est. Cost $100.07 Unrealized +38.1%
APH AMPHENOL CORP NEW CL A 0.0%
Value ($000) $167 Shares 1,912 Est. Cost $30.18 Unrealized +29.0%
DE DEERE & CO COM 0.0%
Value ($000) $165 Shares 481 Est. Cost $232.12 Unrealized +41.6%
ICE INTERCONTINENTAL EXCHANGE INC COM 0.0%
Value ($000) $165 Shares 1,204 Est. Cost $99.18 Unrealized +26.4%
RTX RAYTHEON TECHNOLOGIES CORP COM 0.0%
Value ($000) $165 Shares 1,918 Est. Cost $59.38 Unrealized +33.6%
BKH BLACK HILLS CORP COM 0.0%
Value ($000) $164 Shares 2,325 Est. Cost $48.27 Unrealized +14.8%
DFAC DIMENSIONAL U.S. CORE EQUITY 2 ETF 0.0%
Value ($000) $162 Shares 5,580 Est. Cost $26.63 Unrealized
PRF INVESCO FTSE RAFI US 1000 ETF 0.0%
Value ($000) $160 Shares 932 Est. Cost $133.05 Unrealized
RY ROYAL BK CDA COM 0.0%
Value ($000) $159 Shares 1,500 Est. Cost $77.38 Unrealized +34.1%
MSCI MSCI INC COM 0.0%
Value ($000) $156 Shares 254 Est. Cost $372.43 Unrealized +61.0%
SMG SCOTTS MIRACLE-GRO CO CL A 0.0%
Value ($000) $156 Shares 968 Est. Cost $142.37 Unrealized -8.5%
PPL PPL CORP COM 0.0%
Value ($000) $155 Shares 5,158 Est. Cost $23.20 Unrealized +7.5%
IMO IMPERIAL OIL LTD COM NEW 0.0%
Value ($000) $154 Shares 4,274 Est. Cost $14.76 Unrealized +109.6%
TD TORONTO DOMINION BK ONT COM NEW 0.0%
Value ($000) $153 Shares 2,000 Est. Cost $50.68 Unrealized +43.9%
LRGF ISHARES MSCI USA MULTIFACTOR ETF 0.0%
Value ($000) $151 Shares 3,239 Est. Cost $37.67 Unrealized
THOMSON REUTERS CORP. COM NEW 0.0%
Value ($000) $151 Shares 1,260 Est. Cost $81.85 Unrealized
CMI CUMMINS INC COM 0.0%
Value ($000) $151 Shares 694 Est. Cost $198.26 Unrealized +3.8%
NUVEEN AMT FREE MUN CR INC FD COM 0.0%
Value ($000) $149 Shares 8,321 Est. Cost $16.82 Unrealized
PRFZ INVESCO FTSE RAFI US 1500A SMALL-MIDA ETF 0.0%
Value ($000) $149 Shares 777 Est. Cost $150.83 Unrealized
ACGL ARCH CAP GROUP LTD ORD 0.0%
Value ($000) $149 Shares 3,353 Est. Cost $32.33 Unrealized +24.8%
CMCSA COMCAST CORP NEW CL A 0.0%
Value ($000) $147 Shares 2,921 Est. Cost $41.66 Unrealized +10.7%
AMT AMERICAN TOWER CORP NEW COM 0.0%
Value ($000) $147 Shares 503 Est. Cost $199.54 Unrealized +20.0%
TXN TEXAS INSTRS INC COM 0.0%
Value ($000) $145 Shares 767 Est. Cost $134.60 Unrealized +26.4%
VBR VANGUARD SMALL-CAP VALUE INDEX FUND 0.0%
Value ($000) $143 Shares 801 Est. Cost $162.60 Unrealized
PGR PROGRESSIVE CORP COM 0.0%
Value ($000) $143 Shares 1,396 Est. Cost $80.60 Unrealized +6.4%
ARISTA NETWORKS INC COM 0.0%
Value ($000) $143 Shares 996 Est. Cost $198.10 Unrealized
TGT TARGET CORP COM 0.0%
Value ($000) $142 Shares 612 Est. Cost $144.87 Unrealized +47.8%
LBRDK LIBERTY BROADBAND CORP COM SER C 0.0%
Value ($000) $141 Shares 877 Est. Cost $142.46 Unrealized +8.1%
NVO NOVO-NORDISK A S ADR 0.0%
Value ($000) $141 Shares 1,261 Est. Cost $69.68 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $140 Shares 631 Est. Cost $134.96 Unrealized
EFX EQUIFAX INC COM 0.0%
Value ($000) $139 Shares 475 Est. Cost $162.01 Unrealized +66.8%
BARINGS GLOBAL SHORT DURATION COM 0.0%
Value ($000) $139 Shares 8,000 Est. Cost $15.13 Unrealized
VCR VANGUARD CONSUMER DISCRETIONARY INDEX FUND 0.0%
Value ($000) $136 Shares 400 Est. Cost $275.00 Unrealized
BLACKSTONE STRATEGIC CREDIT FD COM SHS BEN IN 0.0%
Value ($000) $135 Shares 10,000 Est. Cost $13.50 Unrealized
LABORATORY CORP AMER HLDGS COM NEW 0.0%
Value ($000) $134 Shares 425 Est. Cost $204.26 Unrealized
ROYAL DUTCH SHELL PLC SPONS ADR A 0.0%
Value ($000) $133 Shares 3,054 Est. Cost $35.17 Unrealized
DON WISDOMTREE U.S. MIDCAP DIVIDEND FUND 0.0%
Value ($000) $133 Shares 3,000 Est. Cost $34.67 Unrealized
NDSN NORDSON CORP COM 0.0%
Value ($000) $132 Shares 517 Est. Cost $189.50 Unrealized +28.5%
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.0%
Value ($000) $131 Shares 1,089 Est. Cost $113.28 Unrealized
ADBE ADOBE SYSTEMS INCORPORATED COM 0.0%
Value ($000) $130 Shares 230 Est. Cost $601.51 Unrealized +3.9%
COOPER COS INC COM NEW 0.0%
Value ($000) $129 Shares 307 Est. Cost $364.82 Unrealized
CSL CARLISLE COS INC COM 0.0%
Value ($000) $128 Shares 515 Est. Cost $132.46 Unrealized +65.4%
LMP CAP & INCOME FD INC COM 0.0%
Value ($000) $128 Shares 8,429 Est. Cost $11.63 Unrealized
DOW DOW INC COM 0.0%
Value ($000) $127 Shares 2,236 Est. Cost $40.02 Unrealized +12.6%
TRV TRAVELERS COMPANIES INC COM 0.0%
Value ($000) $127 Shares 815 Est. Cost $115.62 Unrealized +24.5%
LIBERTY ALL STAR EQUITY FD SH BEN INT 0.0%
Value ($000) $126 Shares 15,000 Est. Cost $6.24 Unrealized
ROYAL DUTCH SHELL PLC SPON ADR B 0.0%
Value ($000) $126 Shares 2,902 Est. Cost $33.72 Unrealized
BBJP JPMORGAN BETABUILDERS JAPAN ETF 0.0%
Value ($000) $124 Shares 2,244 Est. Cost $55.26 Unrealized
PXH INVESCO FTSE RAFI EMERGING MARKETS ETF 0.0%
Value ($000) $122 Shares 5,551 Est. Cost $21.19 Unrealized
NUVEEN VIRGINIA QLTY MUNCPL FD COM 0.0%
Value ($000) $121 Shares 7,125 Est. Cost $15.86 Unrealized
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 0.0%
Value ($000) $120 Shares 1,295 Est. Cost $89.52 Unrealized
NTRS NORTHERN TR CORP COM 0.0%
Value ($000) $120 Shares 1,000 Est. Cost $75.32 Unrealized +39.4%
ANSYS INC COM 0.0%
Value ($000) $119 Shares 297 Est. Cost $372.58 Unrealized
FE FIRSTENERGY CORP COM 0.0%
Value ($000) $118 Shares 2,841 Est. Cost $24.24 Unrealized +34.5%
STT STATE STR CORP COM 0.0%
Value ($000) $118 Shares 1,266 Est. Cost $57.49 Unrealized +42.5%
CTVA CORTEVA INC COM 0.0%
Value ($000) $118 Shares 2,486 Est. Cost $36.85 Unrealized +18.2%
BX BLACKSTONE INC COM 0.0%
Value ($000) $116 Shares 899 Est. Cost $48.82 Unrealized +137.8%
IT GARTNER INC COM 0.0%
Value ($000) $116 Shares 346 Est. Cost $144.06 Unrealized +123.2%
ALLE ALLEGION PLC ORD SHS 0.0%
Value ($000) $116 Shares 876 Est. Cost $105.16 Unrealized +17.6%
PAYX PAYCHEX INC COM 0.0%
Value ($000) $114 Shares 835 Est. Cost $76.93 Unrealized +42.8%
LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $114 Shares 863 Est. Cost $137.89 Unrealized
PBE INVESCO DYNAMIC BIOTECHNOLOGY & GENOME ETF 0.0%
Value ($000) $113 Shares 1,587 Est. Cost $70.24 Unrealized
SCHM SCHWAB U.S. MID-CAP ETF 0.0%
Value ($000) $112 Shares 1,397 Est. Cost $68.07 Unrealized
JACOBS ENGR GROUP INC COM 0.0%
Value ($000) $112 Shares 808 Est. Cost $108.91 Unrealized
MDY SPDR S&P MIDCAP 400 ETF 0.0%
Value ($000) $111 Shares 215 Est. Cost $418.70 Unrealized
EWU ISHARES MSCI UNITED KINGDOM ETF 0.0%
Value ($000) $111 Shares 3,339 Est. Cost $33.24 Unrealized
THO THOR INDS INC COM 0.0%
Value ($000) $110 Shares 1,062 Est. Cost $84.41 Unrealized +17.5%
SCHW SCHWAB CHARLES CORP COM 0.0%
Value ($000) $110 Shares 1,309 Est. Cost $55.61 Unrealized +37.6%
VMBS VANGUARD MORTGAGE-BACKED SECURITIES ETF 0.0%
Value ($000) $109 Shares 2,071 Est. Cost $52.73 Unrealized
SPDR S&P 600 SMALL CAP ETF 0.0%
Value ($000) $109 Shares 1,100 Est. Cost $79.09 Unrealized
MKL MARKEL CORP COM 0.0%
Value ($000) $109 Shares 88 Est. Cost $1008.94 Unrealized +25.1%
NFLX NETFLIX INC COM 0.0%
Value ($000) $108 Shares 180 Est. Cost $53.89 Unrealized +18.6%
BMO BANK MONTREAL QUE COM 0.0%
Value ($000) $108 Shares 1,000 Est. Cost $55.41 Unrealized +63.5%
TIP ISHARES TIPS BOND ETF 0.0%
Value ($000) $108 Shares 836 Est. Cost $122.77 Unrealized
LPLA LPL FINL HLDGS INC COM 0.0%
Value ($000) $108 Shares 674 Est. Cost $127.60 Unrealized +29.3%
WESTERN ASSET GBL HIGH INC FD COM 0.0%
Value ($000) $108 Shares 10,700 Est. Cost $9.25 Unrealized
O REALTY INCOME CORP COM 0.0%
Value ($000) $106 Shares 1,487 Est. Cost $45.59 Unrealized +21.5%
VMWARE INC CL A COM 0.0%
Value ($000) $106 Shares 918 Est. Cost $131.59 Unrealized
SHW SHERWIN WILLIAMS CO COM 0.0%
Value ($000) $106 Shares 300 Est. Cost $250.86 Unrealized +24.1%
PGX INVESCO PREFERRED ETF 0.0%
Value ($000) $104 Shares 6,921 Est. Cost $15.15 Unrealized
IBKR INTERACTIVE BROKERS GROUP INC COM CL A 0.0%
Value ($000) $104 Shares 1,309 Est. Cost $14.35 Unrealized +26.7%
FIS FIDELITY NATL INFORMATION SVCS COM 0.0%
Value ($000) $104 Shares 953 Est. Cost $125.01 Unrealized -18.4%
BSY BENTLEY SYS INC COM CL B 0.0%
Value ($000) $100 Shares 2,070 Est. Cost $34.70 Unrealized +52.9%
IHS MARKIT LTD SHS 0.0%
Value ($000) $100 Shares 750 Est. Cost $89.64 Unrealized
SLB SCHLUMBERGER LTD COM STK 0.0%
Value ($000) $100 Shares 3,353 Est. Cost $16.89 Unrealized +70.0%
AMP AMERIPRISE FINL INC COM 0.0%
Value ($000) $100 Shares 331 Est. Cost $195.08 Unrealized +42.7%
LII LENNOX INTL INC COM 0.0%
Value ($000) $99 Shares 305 Est. Cost $267.20 Unrealized +11.1%
PM PHILIP MORRIS INTL INC COM 0.0%
Value ($000) $99 Shares 1,044 Est. Cost $60.35 Unrealized +26.5%
CARR CARRIER GLOBAL CORPORATION COM 0.0%
Value ($000) $98 Shares 1,815 Est. Cost $33.81 Unrealized +50.7%
FSTA FIDELITY MSCI CONSUMER STAPLES INDEX ETF 0.0%
Value ($000) $98 Shares 2,106 Est. Cost $46.53 Unrealized
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 0.0%
Value ($000) $97 Shares 1,530 Est. Cost $60.35 Unrealized
XLE ENERGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $97 Shares 1,741 Est. Cost $38.13 Unrealized
INVESCO MUNI INCOME OPP TRST COM 0.0%
Value ($000) $97 Shares 12,180 Est. Cost $6.98 Unrealized
CRM SALESFORCE COM INC COM 0.0%
Value ($000) $96 Shares 378 Est. Cost $260.26 Unrealized +6.7%
KMX CARMAX INC COM 0.0%
Value ($000) $96 Shares 736 Est. Cost $93.77 Unrealized +49.3%
TM TOYOTA MOTOR CORP ADS 0.0%
Value ($000) $95 Shares 510 Est. Cost $153.98 Unrealized
SNY SANOFI SPONSORED ADR 0.0%
Value ($000) $95 Shares 1,889 Est. Cost $48.50 Unrealized
GLTR ABERDEEN STANDARD PHYSICAL PRECIOUS METALS BASKET SHARES ETF 0.0%
Value ($000) $95 Shares 1,065 Est. Cost $92.96 Unrealized
CNNE CANNAE HLDGS INC COM 0.0%
Value ($000) $95 Shares 2,696 Est. Cost $33.93 Unrealized -7.0%
BR BROADRIDGE FINL SOLUTIONS INC COM 0.0%
Value ($000) $94 Shares 515 Est. Cost $155.23 Unrealized +5.4%
PFG PRINCIPAL FINANCIAL GROUP INC COM 0.0%
Value ($000) $94 Shares 1,300 Est. Cost $37.97 Unrealized +58.4%
QABA FIRST TRUST NASDAQ ABA COMMUNITY BANK INDEX FUND 0.0%
Value ($000) $93 Shares 1,582 Est. Cost $44.86 Unrealized
GWW GRAINGER W W INC COM 0.0%
Value ($000) $93 Shares 180 Est. Cost $371.45 Unrealized +21.8%
CERNER CORP COM 0.0%
Value ($000) $93 Shares 1,000 Est. Cost $78.73 Unrealized
GOVT ISHARES U.S. TREASURY BOND ETF 0.0%
Value ($000) $93 Shares 3,490 Est. Cost $27.22 Unrealized
PWR QUANTA SVCS INC COM 0.0%
Value ($000) $92 Shares 800 Est. Cost $65.30 Unrealized +75.4%
APTIV PLC SHS 0.0%
Value ($000) $90 Shares 543 Est. Cost $129.85 Unrealized
EMLC VANECK J.P. MORGAN EM LOCAL CURRENCY BOND ETF 0.0%
Value ($000) $90 Shares 3,147 Est. Cost $28.60 Unrealized
ASPEN TECHNOLOGY INC COM 0.0%
Value ($000) $89 Shares 582 Est. Cost $130.58 Unrealized
DEM WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUND 0.0%
Value ($000) $89 Shares 2,053 Est. Cost $41.11 Unrealized
MU MICRON TECHNOLOGY INC COM 0.0%
Value ($000) $89 Shares 957 Est. Cost $79.30 Unrealized -3.8%
COF CAPITAL ONE FINL CORP COM 0.0%
Value ($000) $87 Shares 600 Est. Cost $93.68 Unrealized +53.1%
USMC PRINCIPAL U.S. MEGA-CAP ETF 0.0%
Value ($000) $87 Shares 1,961 Est. Cost $35.70 Unrealized
EW EDWARDS LIFESCIENCES CORP COM 0.0%
Value ($000) $87 Shares 673 Est. Cost $82.95 Unrealized +40.6%
MFS HIGH YIELD MUN TR SH BEN INT 0.0%
Value ($000) $86 Shares 19,098 Est. Cost $4.19 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 0.0%
Value ($000) $86 Shares 515 Est. Cost $136.62 Unrealized
YUM YUM BRANDS INC COM 0.0%
Value ($000) $85 Shares 614 Est. Cost $92.76 Unrealized +27.4%
HPQ HP INC COM 0.0%
Value ($000) $84 Shares 2,224 Est. Cost $17.61 Unrealized +60.1%
EZM WISDOMTREE U.S. MIDCAP FUND 0.0%
Value ($000) $84 Shares 1,500 Est. Cost $43.33 Unrealized
NKE NIKE INC CL B 0.0%
Value ($000) $83 Shares 495 Est. Cost $133.43 Unrealized +15.8%
IFLN INVESCO FUNDAMENTAL HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $82 Shares 4,199 Est. Cost $19.53 Unrealized
ADVENT CONV & INCOME FD COM 0.0%
Value ($000) $82 Shares 4,436 Est. Cost $16.46 Unrealized
CLVT CLARIVATE PLC ORD SHS 0.0%
Value ($000) $82 Shares 3,475 Est. Cost $27.73 Unrealized -16.5%
MKC MCCORMICK & CO INC COM NON VTG 0.0%
Value ($000) $81 Shares 840 Est. Cost $84.81 Unrealized -8.4%
CHE CHEMED CORP NEW COM 0.0%
Value ($000) $81 Shares 153 Est. Cost $483.04 Unrealized -2.0%
NVDA NVIDIA CORPORATION COM 0.0%
Value ($000) $81 Shares 277 Est. Cost $27.46 Unrealized 0.0%
OTIS OTIS WORLDWIDE CORP COM 0.0%
Value ($000) $79 Shares 908 Est. Cost $60.07 Unrealized +30.6%
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $78 Shares 2,000 Est. Cost $29.42 Unrealized
TXT TEXTRON INC COM 0.0%
Value ($000) $78 Shares 1,016 Est. Cost $41.81 Unrealized +76.8%
PRU PRUDENTIAL FINL INC COM 0.0%
Value ($000) $78 Shares 718 Est. Cost $56.32 Unrealized +57.8%
BLACKROCK ENHANCED GLOBAL DIVI COM 0.0%
Value ($000) $77 Shares 6,304 Est. Cost $10.95 Unrealized
PCAR PACCAR INC COM 0.0%
Value ($000) $77 Shares 870 Est. Cost $50.21 Unrealized -2.9%
NXPI NXP SEMICONDUCTORS N V COM 0.0%
Value ($000) $77 Shares 338 Est. Cost $152.19 Unrealized +29.2%
UPS UNITED PARCEL SERVICE INC CL B 0.0%
Value ($000) $75 Shares 350 Est. Cost $136.91 Unrealized +23.1%
BFAM BRIGHT HORIZONS FAM SOL IN DEL COM 0.0%
Value ($000) $75 Shares 593 Est. Cost $164.05 Unrealized -15.3%
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $75 Shares 397 Est. Cost $227.31 Unrealized -5.0%
FIVE FIVE BELOW INC COM 0.0%
Value ($000) $74 Shares 359 Est. Cost $168.68 Unrealized +16.6%
BLACK KNIGHT INC COM 0.0%
Value ($000) $74 Shares 890 Est. Cost $83.15 Unrealized
EMB ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETF 0.0%
Value ($000) $73 Shares 673 Est. Cost $108.47 Unrealized
BLV VANGUARD LONG-TERM BOND INDEX FUND 0.0%
Value ($000) $73 Shares 706 Est. Cost $103.40 Unrealized
VIRTUS ALLIANZGI CONVERTIBLE COM 0.0%
Value ($000) $73 Shares 12,567 Est. Cost $5.65 Unrealized
BNS BANK NOVA SCOTIA B C COM 0.0%
Value ($000) $72 Shares 1,000 Est. Cost $36.13 Unrealized +46.3%
FNDE SCHWAB FUNDAMENTAL EMERGING MARKETS LARGE COMPANY INDEX ETF 0.0%
Value ($000) $71 Shares 2,282 Est. Cost $31.11 Unrealized
SYK STRYKER CORPORATION COM 0.0%
Value ($000) $71 Shares 267 Est. Cost $219.56 Unrealized +14.4%
SLYV SPDR S&P 600 SMALL CAP VALUE ETF 0.0%
Value ($000) $70 Shares 828 Est. Cost $84.54 Unrealized
VGK VANGUARD FTSE EUROPE ETF 0.0%
Value ($000) $68 Shares 1,000 Est. Cost $60.00 Unrealized
VNT VONTIER CORPORATION COM 0.0%
Value ($000) $67 Shares 2,184 Est. Cost $31.19 Unrealized +4.4%
BRBS BLUE RIDGE BANKSHARES INC VA COM 0.0%
Value ($000) $67 Shares 3,745 Est. Cost $10.69 Unrealized +51.8%
PIMCO DYNAMIC INCOME FD SHS 0.0%
Value ($000) $66 Shares 2,530 Est. Cost $26.09 Unrealized
JKHY HENRY JACK & ASSOC INC COM 0.0%
Value ($000) $66 Shares 395 Est. Cost $149.01 Unrealized +3.1%
NWL NEWELL BRANDS INC COM 0.0%
Value ($000) $66 Shares 3,000 Est. Cost $15.57 Unrealized +20.2%
GLAXOSMITHKLINE PLC SPONSORED ADR 0.0%
Value ($000) $66 Shares 1,500 Est. Cost $36.67 Unrealized
DG DOLLAR GEN CORP NEW COM 0.0%
Value ($000) $66 Shares 281 Est. Cost $196.23 Unrealized +5.2%
MO ALTRIA GROUP INC COM 0.0%
Value ($000) $65 Shares 1,362 Est. Cost $26.69 Unrealized +22.8%
ROK ROCKWELL AUTOMATION INC COM 0.0%
Value ($000) $65 Shares 187 Est. Cost $224.24 Unrealized +37.4%
WSO WATSCO INC COM 0.0%
Value ($000) $64 Shares 204 Est. Cost $229.84 Unrealized +28.9%
AFL AFLAC INC COM 0.0%
Value ($000) $64 Shares 1,102 Est. Cost $36.33 Unrealized +40.3%
C CITIGROUP INC COM NEW 0.0%
Value ($000) $63 Shares 1,039 Est. Cost $45.24 Unrealized +26.4%
ELAN ELANCO ANIMAL HEALTH INC COM 0.0%
Value ($000) $63 Shares 2,210 Est. Cost $30.51 Unrealized +1.9%
IEX IDEX CORP COM 0.0%
Value ($000) $63 Shares 267 Est. Cost $215.66 Unrealized 0.0%
WY WEYERHAEUSER CO MTN BE COM NEW 0.0%
Value ($000) $62 Shares 1,500 Est. Cost $24.49 Unrealized +30.6%
PLD PROLOGIS INC. COM 0.0%
Value ($000) $61 Shares 363 Est. Cost $87.50 Unrealized +50.8%
ASX ASE TECHNOLOGY HLDG CO LTD SPONSORED ADS 0.0%
Value ($000) $60 Shares 7,693 Est. Cost $4.11 Unrealized
EXPO EXPONENT INC COM 0.0%
Value ($000) $60 Shares 514 Est. Cost $75.22 Unrealized +48.6%
CNC CENTENE CORP DEL COM 0.0%
Value ($000) $60 Shares 730 Est. Cost $73.27 Unrealized 0.0%
DFAU DIMENSIONAL US CORE EQUITY MARKET ETF 0.0%
Value ($000) $60 Shares 1,826 Est. Cost $30.12 Unrealized
ROL ROLLINS INC COM 0.0%
Value ($000) $59 Shares 1,725 Est. Cost $36.34 Unrealized -8.7%
EPD ENTERPRISE PRODS PARTNERS L P COM 0.0%
Value ($000) $58 Shares 2,620 Est. Cost $19.47 Unrealized
DEO DIAGEO PLC SPON ADR NEW 0.0%
Value ($000) $57 Shares 261 Est. Cost $159.65 Unrealized
COR AMERISOURCEBERGEN CORP COM 0.0%
Value ($000) $57 Shares 427 Est. Cost $89.37 Unrealized +31.0%
EXPD EXPEDITORS INTL WASH INC COM 0.0%
Value ($000) $57 Shares 427 Est. Cost $85.70 Unrealized +38.9%
PUTNAM MASTER INTER INCOME TR SH BEN INT 0.0%
Value ($000) $56 Shares 14,300 Est. Cost $4.27 Unrealized
WELL WELLTOWER INC COM 0.0%
Value ($000) $56 Shares 657 Est. Cost $52.89 Unrealized +41.9%
DGRO ISHARES CORE DIVIDEND GROWTH ETF 0.0%
Value ($000) $55 Shares 988 Est. Cost $44.53 Unrealized
MFC MANULIFE FINL CORP COM 0.0%
Value ($000) $55 Shares 2,891 Est. Cost $15.96 Unrealized +21.3%
SCHP SCHWAB U.S. TIPS ETF 0.0%
Value ($000) $55 Shares 876 Est. Cost $62.79 Unrealized
SPH SUBURBAN PROPANE PARTNERS L P UNIT LTD PARTN 0.0%
Value ($000) $54 Shares 3,695 Est. Cost $14.88 Unrealized
FICO FAIR ISAAC CORP COM 0.0%
Value ($000) $54 Shares 125 Est. Cost $465.09 Unrealized -14.6%
AWI ARMSTRONG WORLD INDS INC NEW COM 0.0%
Value ($000) $53 Shares 459 Est. Cost $68.65 Unrealized +50.6%
VDC VANGUARD CONSUMER STAPLES INDEX FUND 0.0%
Value ($000) $53 Shares 266 Est. Cost $173.08 Unrealized
EWG ISHARES MSCI GERMANY ETF 0.0%
Value ($000) $53 Shares 1,626 Est. Cost $32.60 Unrealized
AVGO BROADCOM INC COM 0.0%
Value ($000) $52 Shares 78 Est. Cost $51.79 Unrealized 0.0%
PSX PHILLIPS 66 COM 0.0%
Value ($000) $52 Shares 717 Est. Cost $51.19 Unrealized +26.4%
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $52 Shares 609 Est. Cost $72.67 Unrealized -2.4%
LEN LENNAR CORP CL A 0.0%
Value ($000) $51 Shares 442 Est. Cost $83.11 Unrealized +15.6%
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $51 Shares 773 Est. Cost $50.13 Unrealized +10.3%
KMI KINDER MORGAN INC DEL COM 0.0%
Value ($000) $50 Shares 3,183 Est. Cost $9.94 Unrealized +32.8%
IX ORIX CORP SPONSORED ADR 0.0%
Value ($000) $49 Shares 477 Est. Cost $77.19 Unrealized
NUVEEN MUN VALUE FD INC COM 0.0%
Value ($000) $49 Shares 4,707 Est. Cost $11.05 Unrealized
NUVEEN QUALITY MUNCP INCOME FD COM 0.0%
Value ($000) $48 Shares 3,000 Est. Cost $15.33 Unrealized
PUTNAM MUN OPPORTUNITIES TR SH BEN INT 0.0%
Value ($000) $48 Shares 3,360 Est. Cost $13.69 Unrealized
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $48 Shares 1,225 Est. Cost $37.55 Unrealized
UGI UGI CORP NEW COM 0.0%
Value ($000) $47 Shares 1,019 Est. Cost $34.99 Unrealized +27.1%
VALE VALE S A SPONSORED ADS 0.0%
Value ($000) $47 Shares 3,340 Est. Cost $16.73 Unrealized
GBCI GLACIER BANCORP INC NEW COM 0.0%
Value ($000) $47 Shares 821 Est. Cost $34.43 Unrealized +44.0%
IWR ISHARES RUSSELL MID-CAP ETF 0.0%
Value ($000) $46 Shares 552 Est. Cost $68.84 Unrealized
WPP WPP PLC NEW ADR 0.0%
Value ($000) $46 Shares 603 Est. Cost $56.89 Unrealized
MTD METTLER TOLEDO INTERNATIONAL COM 0.0%
Value ($000) $46 Shares 27 Est. Cost $1102.78 Unrealized +37.1%
BHP BHP GROUP LTD SPONSORED ADS 0.0%
Value ($000) $45 Shares 743 Est. Cost $65.93 Unrealized
BOND PIMCO ACTIVE BOND EXCHANGE-TRADED FUND 0.0%
Value ($000) $45 Shares 412 Est. Cost $113.40 Unrealized
LUV SOUTHWEST AIRLS CO COM 0.0%
Value ($000) $45 Shares 1,044 Est. Cost $43.55 Unrealized +0.3%
TKR TIMKEN CO COM 0.0%
Value ($000) $45 Shares 656 Est. Cost $70.09 Unrealized 0.0%
ZTS ZOETIS INC CL A 0.0%
Value ($000) $45 Shares 185 Est. Cost $154.90 Unrealized +35.9%
DELL DELL TECHNOLOGIES INC CL C 0.0%
Value ($000) $45 Shares 799 Est. Cost $31.93 Unrealized +60.1%
BCE BCE INC COM NEW 0.0%
Value ($000) $45 Shares 868 Est. Cost $30.06 Unrealized +26.5%
MRSH MARSH & MCLENNAN COS INC COM 0.0%
Value ($000) $44 Shares 254 Est. Cost $105.23 Unrealized +48.4%
OGN ORGANON & CO COMMON STOCK 0.0%
Value ($000) $44 Shares 1,436 Est. Cost $26.28 Unrealized +2.6%
F FORD MTR CO DEL COM 0.0%
Value ($000) $44 Shares 2,117 Est. Cost $6.35 Unrealized +120.4%
TDY TELEDYNE TECHNOLOGIES INC COM 0.0%
Value ($000) $44 Shares 101 Est. Cost $424.73 Unrealized +2.4%
CI CIGNA CORP NEW COM 0.0%
Value ($000) $43 Shares 186 Est. Cost $179.43 Unrealized +9.9%
MFS MUN INCOME TR SH BEN INT 0.0%
Value ($000) $43 Shares 6,106 Est. Cost $6.71 Unrealized
BBVA BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR 0.0%
Value ($000) $42 Shares 7,239 Est. Cost $2.74 Unrealized
STERICYCLE INC COM 0.0%
Value ($000) $42 Shares 700 Est. Cost $69.88 Unrealized
PUTNAM PREMIER INCOME TR SH BEN INT 0.0%
Value ($000) $41 Shares 9,500 Est. Cost $4.63 Unrealized
ACH OWENS & MINOR INC NEW COM 0.0%
Value ($000) $41 Shares 937 Est. Cost $25.71 Unrealized +52.5%
DUCK CREEK TECHNOLOGIES INC SHS 0.0%
Value ($000) $41 Shares 1,377 Est. Cost $45.03 Unrealized
BALL BALL CORP COM 0.0%
Value ($000) $41 Shares 427 Est. Cost $86.48 Unrealized +1.1%
MCHP MICROCHIP TECHNOLOGY INC. COM 0.0%
Value ($000) $41 Shares 468 Est. Cost $72.75 Unrealized +1.5%
PPC PILGRIMS PRIDE CORP COM 0.0%
Value ($000) $40 Shares 1,406 Est. Cost $18.10 Unrealized +57.2%
TMUS T-MOBILE US INC COM 0.0%
Value ($000) $40 Shares 347 Est. Cost $114.65 Unrealized -0.8%
DBC INVESCO DB COMMODITY INDEX TRACKING FUND 0.0%
Value ($000) $40 Shares 1,911 Est. Cost $14.64 Unrealized
EATON VANCE ENHANCED EQUITY IN COM 0.0%
Value ($000) $40 Shares 2,000 Est. Cost $16.00 Unrealized
BANCOLOMBIA S A SPON ADR PREF 0.0%
Value ($000) $39 Shares 1,250 Est. Cost $38.91 Unrealized
BIIB BIOGEN INC COM 0.0%
Value ($000) $39 Shares 162 Est. Cost $303.64 Unrealized -15.3%
BAP CREDICORP LTD COM 0.0%
Value ($000) $39 Shares 318 Est. Cost $119.82 Unrealized -6.0%
TSN TYSON FOODS INC CL A 0.0%
Value ($000) $39 Shares 449 Est. Cost $60.39 Unrealized +19.4%
SAP SAP SE SPON ADR 0.0%
Value ($000) $39 Shares 279 Est. Cost $132.78 Unrealized
EWW ISHARES MSCI MEXICO ETF 0.0%
Value ($000) $38 Shares 750 Est. Cost $50.67 Unrealized
HCA HCA HEALTHCARE INC COM 0.0%
Value ($000) $38 Shares 147 Est. Cost $139.80 Unrealized +68.8%
CPK CHESAPEAKE UTILS CORP COM 0.0%
Value ($000) $38 Shares 262 Est. Cost $90.79 Unrealized +34.8%
VCLT VANGUARD LONG-TERM CORPORATE BOND ETF 0.0%
Value ($000) $37 Shares 349 Est. Cost $111.75 Unrealized
USHY ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $37 Shares 900 Est. Cost $41.11 Unrealized
FDX FEDEX CORP COM 0.0%
Value ($000) $37 Shares 143 Est. Cost $240.51 Unrealized -8.6%
EEM ISHARES MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $37 Shares 764 Est. Cost $51.05 Unrealized
MKSI MKS INSTRS INC COM 0.0%
Value ($000) $37 Shares 212 Est. Cost $151.09 Unrealized 0.0%
NOC NORTHROP GRUMMAN CORP COM 0.0%
Value ($000) $37 Shares 96 Est. Cost $280.85 Unrealized +24.0%
JCI JOHNSON CTLS INTL PLC SHS 0.0%
Value ($000) $37 Shares 457 Est. Cost $63.51 Unrealized +9.6%
DBEF X-TRACKERS MSCI EAFE HEDGED EQUITY ETF 0.0%
Value ($000) $37 Shares 946 Est. Cost $39.11 Unrealized
UBS UBS GROUP AG SHS 0.0%
Value ($000) $36 Shares 1,988 Est. Cost $13.24 Unrealized +33.0%
SPSM SPDR PORTFOLIO S&P 600 SMALL CAP ETF 0.0%
Value ($000) $36 Shares 795 Est. Cost $45.28 Unrealized
AMERICAN NATL BANKSHARES INC COM 0.0%
Value ($000) $36 Shares 949 Est. Cost $26.34 Unrealized
SBCF SEACOAST BKG CORP FLA COM NEW 0.0%
Value ($000) $35 Shares 1,000 Est. Cost $24.22 Unrealized +47.9%
HPE HEWLETT PACKARD ENTERPRISE CO COM 0.0%
Value ($000) $35 Shares 2,205 Est. Cost $8.99 Unrealized +48.5%
MLPX GLOBAL X MLP & ENERGY INFRASTRUCTURE ETF 0.0%
Value ($000) $35 Shares 983 Est. Cost $35.61 Unrealized
NDAQ NASDAQ INC COM 0.0%
Value ($000) $35 Shares 166 Est. Cost $39.45 Unrealized +63.0%
IXC ISHARES GLOBAL ENERGY ETF 0.0%
Value ($000) $35 Shares 1,272 Est. Cost $27.52 Unrealized
MCHI ISHARES MSCI CHINA ETF 0.0%
Value ($000) $35 Shares 550 Est. Cost $63.64 Unrealized
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 0.0%
Value ($000) $35 Shares 330 Est. Cost $84.85 Unrealized
LINDE PLC SHS 0.0%
Value ($000) $35 Shares 100 Est. Cost $260.00 Unrealized
PH PARKER-HANNIFIN CORP COM 0.0%
Value ($000) $34 Shares 107 Est. Cost $277.31 Unrealized +5.6%
MNST MONSTER BEVERAGE CORP NEW COM 0.0%
Value ($000) $34 Shares 354 Est. Cost $42.01 Unrealized +5.8%
CBRE CBRE GROUP INC CL A 0.0%
Value ($000) $34 Shares 314 Est. Cost $56.51 Unrealized +81.3%
ADSK AUTODESK INC COM 0.0%
Value ($000) $34 Shares 122 Est. Cost $291.48 Unrealized 0.0%
BTI BRITISH AMERN TOB PLC SPONSORED ADR 0.0%
Value ($000) $33 Shares 880 Est. Cost $37.34 Unrealized
AAP ADVANCE AUTO PARTS INC COM 0.0%
Value ($000) $33 Shares 138 Est. Cost $136.86 Unrealized +50.1%
MC MOELIS & CO CL A 0.0%
Value ($000) $33 Shares 530 Est. Cost $28.28 Unrealized +90.1%
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $33 Shares 458 Est. Cost $49.35 Unrealized +19.2%
GD GENERAL DYNAMICS CORP COM 0.0%
Value ($000) $33 Shares 159 Est. Cost $150.90 Unrealized +22.8%
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.0%
Value ($000) $32 Shares 110 Est. Cost $290.91 Unrealized
TOWN TOWNEBANK PORTSMOUTH VA COM 0.0%
Value ($000) $32 Shares 1,000 Est. Cost $20.66 Unrealized +54.2%
BLACKROCK MUN INCOME QUALITY T COM 0.0%
Value ($000) $32 Shares 2,044 Est. Cost $15.17 Unrealized
HUM HUMANA INC COM 0.0%
Value ($000) $32 Shares 69 Est. Cost $398.93 Unrealized +6.5%
CCI CROWN CASTLE INTL CORP NEW COM 0.0%
Value ($000) $32 Shares 155 Est. Cost $145.00 Unrealized +3.5%
BLACKROCK UTILS INFRASTRUCTURE COM 0.0%
Value ($000) $32 Shares 1,200 Est. Cost $25.00 Unrealized
CEF SPROTT PHYSICAL GOLD & SILVER TR UNIT 0.0%
Value ($000) $32 Shares 1,791 Est. Cost $19.24 Unrealized
FBNC FIRST BANCORP N C COM 0.0%
Value ($000) $31 Shares 683 Est. Cost $25.81 Unrealized +64.8%
NUE NUCOR CORP COM 0.0%
Value ($000) $31 Shares 272 Est. Cost $47.42 Unrealized +116.2%
FVD FIRST TRUST VALUE LINE DIVIDEND INDEX FUND 0.0%
Value ($000) $31 Shares 717 Est. Cost $34.87 Unrealized
KMB KIMBERLY-CLARK CORP COM 0.0%
Value ($000) $31 Shares 220 Est. Cost $115.97 Unrealized -0.6%
ALB ALBEMARLE CORP COM 0.0%
Value ($000) $31 Shares 134 Est. Cost $111.68 Unrealized +110.2%
RYAAY RYANAIR HOLDINGS PLC SPONSORED ADS 0.0%
Value ($000) $31 Shares 300 Est. Cost $111.46 Unrealized
YUMC YUM CHINA HLDGS INC COM 0.0%
Value ($000) $31 Shares 612 Est. Cost $56.16 Unrealized -3.4%
MOAT VANECK MORNINGSTAR WIDE MOAT ETF 0.0%
Value ($000) $30 Shares 398 Est. Cost $62.81 Unrealized
SONY SONY GROUP CORPORATION SPONSORED ADR 0.0%
Value ($000) $30 Shares 240 Est. Cost $125.00 Unrealized
VRSK VERISK ANALYTICS INC COM 0.0%
Value ($000) $29 Shares 127 Est. Cost $188.09 Unrealized +12.9%
VFC V F CORP COM 0.0%
Value ($000) $29 Shares 393 Est. Cost $79.91 Unrealized -8.6%
CCK CROWN HLDGS INC COM 0.0%
Value ($000) $29 Shares 262 Est. Cost $87.33 Unrealized +16.5%
SON SONOCO PRODS CO COM 0.0%
Value ($000) $29 Shares 500 Est. Cost $46.70 Unrealized +9.4%
ADAMS DIVERSIFIED EQUITY FD COM 0.0%
Value ($000) $29 Shares 1,488 Est. Cost $17.40 Unrealized
PIONEER NAT RES CO COM 0.0%
Value ($000) $28 Shares 155 Est. Cost $116.13 Unrealized
IQV IQVIA HLDGS INC COM 0.0%
Value ($000) $28 Shares 101 Est. Cost $168.50 Unrealized +54.0%
DLS WISDOMTREE INTERNATIONAL SMALLCAP DIVIDEND FUND 0.0%
Value ($000) $27 Shares 370 Est. Cost $72.97 Unrealized
WEC WEC ENERGY GROUP INC COM 0.0%
Value ($000) $27 Shares 279 Est. Cost $82.07 Unrealized -3.2%
SCHV SCHWAB U.S. LARGE-CAP VALUE ETF 0.0%
Value ($000) $27 Shares 372 Est. Cost $59.14 Unrealized
FCX FREEPORT-MCMORAN INC CL B 0.0%
Value ($000) $27 Shares 655 Est. Cost $19.45 Unrealized +83.9%
IUSV ISHARES CORE S&P U.S. VALUE ETF 0.0%
Value ($000) $27 Shares 354 Est. Cost $62.15 Unrealized
BF/B BROWN FORMAN CORP CL B 0.0%
Value ($000) $26 Shares 352 Est. Cost $69.98 Unrealized -6.6%
PEG PUBLIC SVC ENTERPRISE GRP INC COM 0.0%
Value ($000) $26 Shares 391 Est. Cost $48.92 Unrealized +12.5%
AIZ ASSURANT INC COM 0.0%
Value ($000) $25 Shares 160 Est. Cost $118.30 Unrealized +24.8%
DISCOVER FINL SVCS COM 0.0%
Value ($000) $25 Shares 219 Est. Cost $91.32 Unrealized
MLM MARTIN MARIETTA MATLS INC COM 0.0%
Value ($000) $25 Shares 56 Est. Cost $395.00 Unrealized 0.0%
BSX BOSTON SCIENTIFIC CORP COM 0.0%
Value ($000) $25 Shares 585 Est. Cost $36.21 Unrealized +16.1%
CNOB CONNECTONE BANCORP INC COM 0.0%
Value ($000) $25 Shares 768 Est. Cost $15.18 Unrealized +91.2%
MPC MARATHON PETE CORP COM 0.0%
Value ($000) $25 Shares 391 Est. Cost $58.41 Unrealized 0.0%
ES EVERSOURCE ENERGY COM 0.0%
Value ($000) $25 Shares 278 Est. Cost $73.10 Unrealized -0.6%
XYL XYLEM INC COM 0.0%
Value ($000) $24 Shares 197 Est. Cost $118.06 Unrealized 0.0%
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.0%
Value ($000) $24 Shares 149 Est. Cost $127.52 Unrealized
IGV ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF 0.0%
Value ($000) $24 Shares 60 Est. Cost $350.00 Unrealized
FTV FORTIVE CORP COM 0.0%
Value ($000) $24 Shares 311 Est. Cost $50.46 Unrealized +10.0%
TRP TC ENERGY CORP COM 0.0%
Value ($000) $23 Shares 490 Est. Cost $34.41 Unrealized +15.9%
HOG HARLEY DAVIDSON INC COM 0.0%
Value ($000) $23 Shares 600 Est. Cost $34.31 Unrealized +8.8%
LHX L3HARRIS TECHNOLOGIES INC COM 0.0%
Value ($000) $23 Shares 106 Est. Cost $164.87 Unrealized +23.4%
BGC PARTNERS INC CL A 0.0%
Value ($000) $23 Shares 5,000 Est. Cost $4.00 Unrealized
MA MASTERCARD INCORPORATED CL A 0.0%
Value ($000) $23 Shares 65 Est. Cost $323.35 Unrealized +4.5%
AKAM AKAMAI TECHNOLOGIES INC COM 0.0%
Value ($000) $22 Shares 184 Est. Cost $104.66 Unrealized +5.1%
GLW CORNING INC COM 0.0%
Value ($000) $22 Shares 600 Est. Cost $30.87 Unrealized +8.0%
VRTX VERTEX PHARMACEUTICALS INC COM 0.0%
Value ($000) $22 Shares 98 Est. Cost $194.45 Unrealized 0.0%
HOLX HOLOGIC INC COM 0.0%
Value ($000) $22 Shares 293 Est. Cost $70.59 Unrealized +4.1%
FMC FMC CORP COM NEW 0.0%
Value ($000) $22 Shares 200 Est. Cost $94.79 Unrealized -8.0%
EBAY EBAY INC. COM 0.0%
Value ($000) $22 Shares 330 Est. Cost $46.69 Unrealized +41.4%
PFF ISHARES PREFERRED AND INCOME SECURITIES ETF 0.0%
Value ($000) $22 Shares 562 Est. Cost $39.15 Unrealized
MGM MGM RESORTS INTERNATIONAL COM 0.0%
Value ($000) $22 Shares 483 Est. Cost $25.72 Unrealized +74.5%
MAA MID-AMER APT CMNTYS INC COM 0.0%
Value ($000) $21 Shares 92 Est. Cost $103.61 Unrealized +72.1%
RELX RELX PLC SPONSORED ADR 0.0%
Value ($000) $21 Shares 642 Est. Cost $24.92 Unrealized
RPM RPM INTL INC COM 0.0%
Value ($000) $21 Shares 207 Est. Cost $91.01 Unrealized 0.0%
ROYCE MICRO-CAP TR INC COM 0.0%
Value ($000) $21 Shares 1,829 Est. Cost $8.06 Unrealized
KRE SPDR S&P REGIONAL BANKING ETF 0.0%
Value ($000) $21 Shares 300 Est. Cost $52.07 Unrealized
MFS GOVT MKTS INCOME TR SH BEN INT 0.0%
Value ($000) $21 Shares 5,000 Est. Cost $4.60 Unrealized
TSLA TESLA INC COM 0.0%
Value ($000) $21 Shares 20 Est. Cost $170.65 Unrealized +96.5%
ACTIVISION BLIZZARD INC COM 0.0%
Value ($000) $20 Shares 295 Est. Cost $92.72 Unrealized
HWM HOWMET AEROSPACE INC COM 0.0%
Value ($000) $20 Shares 616 Est. Cost $21.94 Unrealized +38.7%
NEAR BLACKROCK SHORT MATURITY BOND ETF 0.0%
Value ($000) $19 Shares 384 Est. Cost $49.48 Unrealized
BCS BARCLAYS PLC ADR 0.0%
Value ($000) $19 Shares 1,788 Est. Cost $7.83 Unrealized
HYG ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $19 Shares 215 Est. Cost $88.37 Unrealized
IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF 0.0%
Value ($000) $18 Shares 254 Est. Cost $66.93 Unrealized
QRVO QORVO INC COM 0.0%
Value ($000) $18 Shares 116 Est. Cost $147.19 Unrealized +8.0%
EXPE EXPEDIA GROUP INC COM NEW 0.0%
Value ($000) $18 Shares 102 Est. Cost $111.79 Unrealized +50.8%
VEEV VEEVA SYS INC CL A COM 0.0%
Value ($000) $18 Shares 69 Est. Cost $280.15 Unrealized +3.8%
FOXA FOX CORP CL A COM 0.0%
Value ($000) $18 Shares 489 Est. Cost $26.17 Unrealized +42.7%
ETN EATON CORP PLC SHS 0.0%
Value ($000) $18 Shares 105 Est. Cost $103.87 Unrealized +49.7%
PANW PALO ALTO NETWORKS INC COM 0.0%
Value ($000) $17 Shares 31 Est. Cost $46.72 Unrealized +85.2%
IRM IRON MTN INC NEW COM 0.0%
Value ($000) $17 Shares 330 Est. Cost $37.70 Unrealized +6.4%
LEA LEAR CORP COM NEW 0.0%
Value ($000) $17 Shares 95 Est. Cost $125.70 Unrealized +25.8%
A AGILENT TECHNOLOGIES INC COM 0.0%
Value ($000) $17 Shares 106 Est. Cost $106.93 Unrealized +41.6%
CTRA COTERRA ENERGY INC COM 0.0%
Value ($000) $17 Shares 900 Est. Cost $16.87 Unrealized 0.0%
SAM BOSTON BEER INC CL A 0.0%
Value ($000) $17 Shares 33 Est. Cost $959.73 Unrealized -48.0%
CB CHUBB LIMITED COM 0.0%
Value ($000) $17 Shares 89 Est. Cost $177.58 Unrealized 0.0%
NUVEEN CA QUALTY MUN INCOME FD COM 0.0%
Value ($000) $16 Shares 1,016 Est. Cost $14.76 Unrealized
TEVA TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 0.0%
Value ($000) $16 Shares 2,000 Est. Cost $9.50 Unrealized
TSLX SIXTH STREET SPECIALTY LENDNIN COM 0.0%
Value ($000) $16 Shares 682 Est. Cost $19.02 Unrealized +23.5%
SWKS SKYWORKS SOLUTIONS INC COM 0.0%
Value ($000) $16 Shares 106 Est. Cost $128.41 Unrealized +10.6%
CBSH COMMERCE BANCSHARES INC COM 0.0%
Value ($000) $16 Shares 234 Est. Cost $46.92 Unrealized +16.9%
VSS VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND 0.0%
Value ($000) $16 Shares 118 Est. Cost $135.59 Unrealized
BDX BECTON DICKINSON & CO COM 0.0%
Value ($000) $16 Shares 64 Est. Cost $215.27 Unrealized +3.8%
KEY KEYCORP COM 0.0%
Value ($000) $16 Shares 705 Est. Cost $16.22 Unrealized +15.8%
OVV OVINTIV INC COM 0.0%
Value ($000) $16 Shares 480 Est. Cost $11.71 Unrealized +204.8%
AVY AVERY DENNISON CORP COM 0.0%
Value ($000) $16 Shares 74 Est. Cost $132.77 Unrealized +49.8%
KSS KOHLS CORP COM 0.0%
Value ($000) $15 Shares 303 Est. Cost $29.09 Unrealized +75.7%
IXJ ISHARES GLOBAL HEALTHCARE ETF 0.0%
Value ($000) $15 Shares 170 Est. Cost $76.47 Unrealized
LYB LYONDELLBASELL INDUSTRIES N V SHS - A - 0.0%
Value ($000) $15 Shares 159 Est. Cost $57.51 Unrealized +18.9%
HBAN HUNTINGTON BANCSHARES INC COM 0.0%
Value ($000) $15 Shares 1,000 Est. Cost $9.01 Unrealized +44.5%
OXY OCCIDENTAL PETE CORP COM 0.0%
Value ($000) $15 Shares 519 Est. Cost $12.92 Unrealized +129.2%
SYF SYNCHRONY FINANCIAL COM 0.0%
Value ($000) $15 Shares 314 Est. Cost $43.96 Unrealized -0.6%
VNQI VANGUARD GLOBAL EX-U.S. REAL ESTATE INDEX 0.0%
Value ($000) $15 Shares 286 Est. Cost $54.31 Unrealized
XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $15 Shares 200 Est. Cost $70.00 Unrealized
ZBH ZIMMER BIOMET HOLDINGS INC COM 0.0%
Value ($000) $15 Shares 115 Est. Cost $135.38 Unrealized -6.8%
PCY INVESCO EMERGING MARKETS SOVEREIGN DEBT ETF 0.0%
Value ($000) $14 Shares 530 Est. Cost $28.76 Unrealized
VTRS VIATRIS INC COM 0.0%
Value ($000) $14 Shares 1,030 Est. Cost $13.33 Unrealized -16.6%
PENN PENN NATL GAMING INC COM 0.0%
Value ($000) $14 Shares 268 Est. Cost $69.72 Unrealized -13.0%
TWITTER INC COM 0.0%
Value ($000) $14 Shares 330 Est. Cost $42.42 Unrealized
LIBERTY MEDIA CORP DEL COM C BRAVES GRP 0.0%
Value ($000) $14 Shares 500 Est. Cost $24.00 Unrealized
HYS PIMCO 0-5 YEAR HIGH YIELD CORPORATE BOND INDEX EXCHANGE-TRADED FUND 0.0%
Value ($000) $13 Shares 129 Est. Cost $100.78 Unrealized
MRNA MODERNA INC COM 0.0%
Value ($000) $13 Shares 50 Est. Cost $292.38 Unrealized 0.0%
RACE FERRARI N V COM 0.0%
Value ($000) $13 Shares 50 Est. Cost $204.03 Unrealized +20.8%
OKE ONEOK INC NEW COM 0.0%
Value ($000) $13 Shares 222 Est. Cost $24.90 Unrealized +99.3%
UI UBIQUITI INC COM 0.0%
Value ($000) $13 Shares 41 Est. Cost $304.47 Unrealized 0.0%
TIPZ PIMCO BROAD U.S. TIPS INDEX EXCHANGE-TRADED FUND 0.0%
Value ($000) $13 Shares 200 Est. Cost $65.00 Unrealized
VLO VALERO ENERGY CORP COM 0.0%
Value ($000) $13 Shares 168 Est. Cost $40.57 Unrealized +60.5%
EA ELECTRONIC ARTS INC COM 0.0%
Value ($000) $13 Shares 100 Est. Cost $125.41 Unrealized +4.8%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $13 Shares 212 Est. Cost $62.56 Unrealized
SHYG ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $13 Shares 291 Est. Cost $44.67 Unrealized
EXC EXELON CORP COM 0.0%
Value ($000) $12 Shares 214 Est. Cost $24.62 Unrealized +32.1%
IYR ISHARES U.S. REAL ESTATE ETF 0.0%
Value ($000) $12 Shares 107 Est. Cost $87.26 Unrealized
IJK ISHARES S&P MID-CAP 400 GROWTH ETF 0.0%
Value ($000) $12 Shares 136 Est. Cost $73.53 Unrealized
AA ALCOA CORP COM 0.0%
Value ($000) $12 Shares 205 Est. Cost $16.62 Unrealized +188.3%
ARCB ARCBEST CORP COM 0.0%
Value ($000) $12 Shares 100 Est. Cost $64.43 Unrealized +54.5%
IGIB ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $12 Shares 205 Est. Cost $63.41 Unrealized
ALC ALCON AG ORD SHS 0.0%
Value ($000) $11 Shares 122 Est. Cost $65.21 Unrealized +24.7%
KEYS KEYSIGHT TECHNOLOGIES INC COM 0.0%
Value ($000) $11 Shares 51 Est. Cost $115.14 Unrealized +62.5%
SJNK SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF 0.0%
Value ($000) $11 Shares 420 Est. Cost $26.19 Unrealized
SHY ISHARES 1-3 YEAR TREASURY BOND ETF 0.0%
Value ($000) $11 Shares 124 Est. Cost $83.51 Unrealized
ECL ECOLAB INC COM 0.0%
Value ($000) $11 Shares 48 Est. Cost $204.39 Unrealized +5.4%
WALGREENS BOOTS ALLIANCE INC COM 0.0%
Value ($000) $11 Shares 209 Est. Cost $38.28 Unrealized
SPHD INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF 0.0%
Value ($000) $11 Shares 240 Est. Cost $45.83 Unrealized
RHI ROBERT HALF INTL INC COM 0.0%
Value ($000) $11 Shares 100 Est. Cost $59.68 Unrealized +86.6%
AGX ARGAN INC COM 0.0%
Value ($000) $10 Shares 247 Est. Cost $39.95 Unrealized -3.7%
PGF INVESCO FINANCIAL PREFERRED ETF 0.0%
Value ($000) $10 Shares 513 Est. Cost $18.40 Unrealized
DOC HEALTHPEAK PROPERTIES INC COM 0.0%
Value ($000) $10 Shares 290 Est. Cost $22.25 Unrealized +23.1%
JNK SPDR BLOOMBERG HIGH YIELD BOND ETF 0.0%
Value ($000) $10 Shares 88 Est. Cost $113.64 Unrealized
BHF BRIGHTHOUSE FINL INC COM 0.0%
Value ($000) $10 Shares 198 Est. Cost $33.58 Unrealized +52.4%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A 0.0%
Value ($000) $10 Shares 112 Est. Cost $70.34 Unrealized +7.0%
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $10 Shares 275 Est. Cost $25.55 Unrealized +15.4%
JMOM JPMORGAN U.S. MOMENTUM FACTOR ETF 0.0%
Value ($000) $10 Shares 202 Est. Cost $49.50 Unrealized
CC CHEMOURS CO COM 0.0%
Value ($000) $10 Shares 288 Est. Cost $19.82 Unrealized +35.5%
DTE DTE ENERGY CO COM 0.0%
Value ($000) $10 Shares 83 Est. Cost $89.03 Unrealized +11.7%
IJJ ISHARES S&P MID-CAP 400 VALUE ETF 0.0%
Value ($000) $10 Shares 92 Est. Cost $86.96 Unrealized
HANCOCK JOHN INCOME SECS TR COM 0.0%
Value ($000) $9 Shares 611 Est. Cost $16.37 Unrealized
FRCB FIRST REP BK SAN FRANCISCO CAL COM 0.0%
Value ($000) $9 Shares 45 Est. Cost $128.36 Unrealized +62.8%
FISV FISERV INC COM 0.0%
Value ($000) $9 Shares 84 Est. Cost $109.68 Unrealized -5.7%
MOV MOVADO GROUP INC COM 0.0%
Value ($000) $9 Shares 204 Est. Cost $31.96 Unrealized +18.2%
LDOS LEIDOS HOLDINGS INC COM 0.0%
Value ($000) $9 Shares 100 Est. Cost $89.59 Unrealized -1.0%
NI NISOURCE INC COM 0.0%
Value ($000) $9 Shares 340 Est. Cost $19.68 Unrealized +12.8%
HSY HERSHEY CO COM 0.0%
Value ($000) $9 Shares 49 Est. Cost $130.99 Unrealized +24.9%
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $9 Shares 327 Est. Cost $21.41 Unrealized
BWA BORGWARNER INC COM 0.0%
Value ($000) $9 Shares 200 Est. Cost $31.44 Unrealized +20.2%
TITN TITAN MACHY INC COM 0.0%
Value ($000) $9 Shares 254 Est. Cost $28.08 Unrealized +10.7%
CFR CULLEN FROST BANKERS INC COM 0.0%
Value ($000) $9 Shares 73 Est. Cost $113.50 Unrealized 0.0%
PNR PENTAIR PLC SHS 0.0%
Value ($000) $9 Shares 123 Est. Cost $47.98 Unrealized +45.5%
BKR BAKER HUGHES COMPANY CL A 0.0%
Value ($000) $8 Shares 314 Est. Cost $15.41 Unrealized +45.1%
BOTJ BANK OF THE JAMES FINL GP INC COM 0.0%
Value ($000) $8 Shares 550 Est. Cost $8.87 Unrealized +55.1%
HERITAGE CRYSTAL CLEAN INC COM 0.0%
Value ($000) $8 Shares 239 Est. Cost $30.30 Unrealized
BK BANK NEW YORK MELLON CORP COM 0.0%
Value ($000) $8 Shares 143 Est. Cost $33.17 Unrealized +53.9%
ESGV VANGUARD ESG U.S. STOCK ETF 0.0%
Value ($000) $8 Shares 89 Est. Cost $78.65 Unrealized
PDBC INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NOA K-1A ETF 0.0%
Value ($000) $8 Shares 590 Est. Cost $15.25 Unrealized
WMK WEIS MKTS INC COM 0.0%
Value ($000) $8 Shares 119 Est. Cost $44.89 Unrealized +24.7%
RMD RESMED INC COM 0.0%
Value ($000) $8 Shares 29 Est. Cost $263.25 Unrealized -4.9%
VLY VALLEY NATL BANCORP COM 0.0%
Value ($000) $8 Shares 578 Est. Cost $8.70 Unrealized +59.6%
SMP STANDARD MTR PRODS INC COM 0.0%
Value ($000) $8 Shares 153 Est. Cost $44.52 Unrealized +12.7%
BBY BEST BUY INC COM 0.0%
Value ($000) $8 Shares 78 Est. Cost $89.94 Unrealized +4.3%
IIIN INSTEEL INDS INC COM 0.0%
Value ($000) $8 Shares 197 Est. Cost $28.11 Unrealized +12.1%
CAG CONAGRA BRANDS INC COM 0.0%
Value ($000) $7 Shares 200 Est. Cost $28.88 Unrealized -6.6%
USNA USANA HEALTH SCIENCES INC COM 0.0%
Value ($000) $7 Shares 73 Est. Cost $77.99 Unrealized +27.9%
DLR DIGITAL RLTY TR INC COM 0.0%
Value ($000) $7 Shares 40 Est. Cost $134.23 Unrealized +2.9%
SIGA SIGA TECHNOLOGIES INC COM 0.0%
Value ($000) $7 Shares 972 Est. Cost $4.85 Unrealized +15.0%
UAL UNITED AIRLS HLDGS INC COM 0.0%
Value ($000) $7 Shares 164 Est. Cost $46.38 Unrealized 0.0%
NTCT NETSCOUT SYS INC COM 0.0%
Value ($000) $7 Shares 220 Est. Cost $23.89 Unrealized +26.9%
ZUMZ ZUMIEZ INC COM 0.0%
Value ($000) $7 Shares 145 Est. Cost $34.43 Unrealized +32.6%
CDK GLOBAL INC COM 0.0%
Value ($000) $7 Shares 156 Est. Cost $51.28 Unrealized
ULTA ULTA BEAUTY INC COM 0.0%
Value ($000) $6 Shares 15 Est. Cost $252.99 Unrealized +53.6%
UNM UNUM GROUP COM 0.0%
Value ($000) $6 Shares 247 Est. Cost $20.68 Unrealized +23.8%
CHKP CHECK POINT SOFTWARE TECH LTD ORD 0.0%
Value ($000) $6 Shares 50 Est. Cost $122.19 Unrealized -5.1%
TLT ISHARES 20 YEAR TREASURY BOND ETF 0.0%
Value ($000) $6 Shares 42 Est. Cost $159.86 Unrealized
IYE ISHARES U.S. ENERGY ETF 0.0%
Value ($000) $6 Shares 193 Est. Cost $25.91 Unrealized
DLX DELUXE CORP COM 0.0%
Value ($000) $6 Shares 200 Est. Cost $19.40 Unrealized +41.2%
SANDERSON FARMS INC COM 0.0%
Value ($000) $6 Shares 30 Est. Cost $133.33 Unrealized
ASIX ADVANSIX INC COM 0.0%
Value ($000) $6 Shares 130 Est. Cost $30.98 Unrealized +36.1%
MAN MANPOWERGROUP INC WIS COM 0.0%
Value ($000) $6 Shares 62 Est. Cost $82.21 Unrealized +22.2%
DKS DICKS SPORTING GOODS INC COM 0.0%
Value ($000) $6 Shares 51 Est. Cost $48.81 Unrealized +123.0%
VTWO VANGUARD RUSSELL 2000 ETF 0.0%
Value ($000) $5 Shares 58 Est. Cost $134.07 Unrealized
OMC OMNICOM GROUP INC COM 0.0%
Value ($000) $5 Shares 73 Est. Cost $47.57 Unrealized +29.2%
CHTR CHARTER COMMUNICATIONS INC NEW CL A 0.0%
Value ($000) $5 Shares 7 Est. Cost $631.68 Unrealized +7.8%
IEI ISHARES 3-7 YEAR TREASURY BOND ETF 0.0%
Value ($000) $5 Shares 36 Est. Cost $138.89 Unrealized
IEF ISHARES 7-10 YEAR TREASURY BOND ETF 0.0%
Value ($000) $5 Shares 42 Est. Cost $119.05 Unrealized
URI UNITED RENTALS INC COM 0.0%
Value ($000) $5 Shares 15 Est. Cost $204.61 Unrealized +68.8%
DXC DXC TECHNOLOGY CO COM 0.0%
Value ($000) $5 Shares 143 Est. Cost $21.34 Unrealized +52.6%
KDP KEURIG DR PEPPER INC COM 0.0%
Value ($000) $5 Shares 145 Est. Cost $26.01 Unrealized +21.5%
NOV NOV INC COM 0.0%
Value ($000) $5 Shares 370 Est. Cost $15.56 Unrealized -11.9%
ARCONIC CORPORATION COM 0.0%
Value ($000) $5 Shares 154 Est. Cost $29.41 Unrealized
WAB WABTEC COM 0.0%
Value ($000) $5 Shares 57 Est. Cost $67.23 Unrealized +33.2%
SWK STANLEY BLACK & DECKER INC COM 0.0%
Value ($000) $4 Shares 19 Est. Cost $150.00 Unrealized +5.7%
SPGI S&P GLOBAL INC COM 0.0%
Value ($000) $4 Shares 9 Est. Cost $441.83 Unrealized 0.0%
VAW VANGUARD MATERIALS INDEX FUND 0.0%
Value ($000) $4 Shares 19 Est. Cost $157.89 Unrealized
TOL TOLL BROTHERS INC COM 0.0%
Value ($000) $4 Shares 50 Est. Cost $46.37 Unrealized +38.6%
VOD VODAFONE GROUP PLC NEW SPONSORED ADR 0.0%
Value ($000) $4 Shares 300 Est. Cost $13.33 Unrealized
BLACKROCK INC COM 0.0%
Value ($000) $4 Shares 4 Est. Cost $750.00 Unrealized
HRL HORMEL FOODS CORP COM 0.0%
Value ($000) $4 Shares 80 Est. Cost $42.06 Unrealized -8.2%
DVN DEVON ENERGY CORP NEW COM 0.0%
Value ($000) $4 Shares 89 Est. Cost $9.51 Unrealized +253.2%
NNN NATIONAL RETAIL PROPERTIES INC COM 0.0%
Value ($000) $4 Shares 89 Est. Cost $41.00 Unrealized
LW LAMB WESTON HLDGS INC COM 0.0%
Value ($000) $4 Shares 66 Est. Cost $66.96 Unrealized -19.7%
SEB SEABOARD CORP DEL COM 0.0%
Value ($000) $4 Shares 1 Est. Cost $3214.42 Unrealized +22.5%
DRIVE SHACK INC COM 0.0%
Value ($000) $4 Shares 2,450 Est. Cost $2.45 Unrealized
PEOPLES UNITED FINANCIAL INC COM 0.0%
Value ($000) $4 Shares 229 Est. Cost $13.05 Unrealized
ET ENERGY TRANSFER L P COM UT LTD PTN 0.0%
Value ($000) $4 Shares 462 Est. Cost $6.49 Unrealized
DJP IPATH BLOOMBERG COMMODITY INDEX TOTAL RETURN ETN 0.0%
Value ($000) $4 Shares 129 Est. Cost $23.26 Unrealized
PRGO PERRIGO CO PLC SHS 0.0%
Value ($000) $4 Shares 105 Est. Cost $46.34 Unrealized -9.4%
STZ CONSTELLATION BRANDS INC CL A 0.0%
Value ($000) $3 Shares 10 Est. Cost $208.00 Unrealized +2.2%
UNITI GROUP INC COM 0.0%
Value ($000) $3 Shares 229 Est. Cost $13.10 Unrealized
VRTS VIRTUS INVT PARTNERS INC COM 0.0%
Value ($000) $3 Shares 10 Est. Cost $151.05 Unrealized +73.5%
EIX EDISON INTL COM 0.0%
Value ($000) $3 Shares 43 Est. Cost $47.82 Unrealized +10.1%
LUMN LUMEN TECHNOLOGIES INC COM 0.0%
Value ($000) $3 Shares 221 Est. Cost $8.43 Unrealized +39.5%
AON AON PLC SHS CL A 0.0%
Value ($000) $3 Shares 9 Est. Cost $212.41 Unrealized +37.0%
GEN NORTONLIFELOCK INC COM 0.0%
Value ($000) $3 Shares 129 Est. Cost $18.13 Unrealized +28.0%
HLT HILTON WORLDWIDE HLDGS INC COM 0.0%
Value ($000) $3 Shares 17 Est. Cost $114.12 Unrealized +24.7%
IDV ISHARES INTERNATIONAL SELECT DIVIDEND ETF 0.0%
Value ($000) $3 Shares 110 Est. Cost $27.27 Unrealized
OMAB GRUPO AEROPORTUARIO DEL CENTRO SPON ADR 0.0%
Value ($000) $3 Shares 50 Est. Cost $60.00 Unrealized
PJT PJT PARTNERS INC COM CL A 0.0%
Value ($000) $2 Shares 22 Est. Cost $64.77 Unrealized +17.9%
DTM DT MIDSTREAM INC COMMON STOCK 0.0%
Value ($000) $2 Shares 40 Est. Cost $35.96 Unrealized +10.8%
TLS TELOS CORP MD COM 0.0%
Value ($000) $2 Shares 103 Est. Cost $23.85 Unrealized -10.7%
SJM SMUCKER J M CO COM NEW 0.0%
Value ($000) $2 Shares 18 Est. Cost $98.18 Unrealized +13.1%
CPNG COUPANG INC CL A 0.0%
Value ($000) $2 Shares 60 Est. Cost $38.29 Unrealized -26.5%
COHEN & STEERS CLOSED-END OPPO COM 0.0%
Value ($000) $2 Shares 125 Est. Cost $16.00 Unrealized
STLA STELLANTIS N.V SHS 0.0%
Value ($000) $2 Shares 106 Est. Cost $18.87 Unrealized
QQQM INVESCO NASDAQ 100 ETF 0.0%
Value ($000) $2 Shares 10 Est. Cost $166.67 Unrealized
NMFC NEW MTN FIN CORP COM 0.0%
Value ($000) $2 Shares 167 Est. Cost $6.10 Unrealized +39.6%
DAL DELTA AIR LINES INC DEL COM NEW 0.0%
Value ($000) $2 Shares 50 Est. Cost $39.72 Unrealized -2.0%
CANADIAN PAC RY LTD COM 0.0%
Value ($000) $2 Shares 23 Est. Cost $86.96 Unrealized
GEO GEO GROUP INC NEW COM 0.0%
Value ($000) $2 Shares 197 Est. Cost $7.35 Unrealized +11.4%
INVESCO SR INCOME TR COM 0.0%
Value ($000) $2 Shares 387 Est. Cost $5.17 Unrealized
EQIX EQUINIX INC 0.0%
Value ($000) $2 Shares 2 Est. Cost $624.54 Unrealized +18.2%
TUPPERWARE BRANDS CORP COM 0.0%
Value ($000) $2 Shares 102 Est. Cost $29.41 Unrealized
MFS MULTIMARKET INCOME TR SH BEN INT 0.0%
Value ($000) $1 Shares 220 Est. Cost $4.55 Unrealized
OXY/WS OCCIDENTAL PETE CORP WT EXP 080327 0.0%
Value ($000) $1 Shares 63 Est. Cost $15.87 Unrealized
MICRO FOCUS INTL PLC SPON ADR NEW 0.0%
Value ($000) $1 Shares 189 Est. Cost $5.29 Unrealized
REZI RESIDEO TECHNOLOGIES INC COM 0.0%
Value ($000) $1 Shares 23 Est. Cost $16.00 Unrealized +62.0%
BIP BROOKFIELD INFRAST PARTNERS LP LP INT UNIT 0.0%
Value ($000) $1 Shares 12 Est. Cost $83.33 Unrealized
SPYM SPDR PORTFOLIO S&P 500 ETF 0.0%
Value ($000) $1 Shares 9 Est. Cost Unrealized
AMWD AMERICAN WOODMARK CORPORATION COM 0.0%
Value ($000) $1 Shares 12 Est. Cost $90.91 Unrealized -25.5%
MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF 0.0%
Value ($000) $1 Shares 4 Est. Cost $250.00 Unrealized
OSG AMBAC FINL GROUP INC COM NEW 0.0%
Value ($000) $1 Shares 35 Est. Cost $14.74 Unrealized +6.6%
ANGL VANECK FALLEN ANGEL HIGH YIELD BOND ETF 0.0%
Value ($000) $1 Shares 17 Est. Cost $58.82 Unrealized
TCPC BLACKROCK TCP CAPITAL CORP COM 0.0%
Value ($000) $1 Shares 111 Est. Cost $10.84 Unrealized +28.1%
ROCKET LAB USA INC COM 0.0%
Value ($000) $1 Shares 90 Est. Cost $11.11 Unrealized
BROOKFIELD ASSET MGMT REINS PA CL A EXCH LT VTG 0.0%
Value ($000) $1 Shares 11 Est. Cost $90.91 Unrealized
IYF ISHARES U.S. FINANCIALS ETF 0.0%
Value ($000) $1 Shares 14 Est. Cost $71.43 Unrealized
ETD ETHAN ALLEN INTERIORS INC COM 0.0%
Value ($000) $1 Shares 48 Est. Cost $17.26 Unrealized +6.2%
VIACOMCBS INC CL B 0.0%
Value ($000) $1 Shares 34 Est. Cost $29.41 Unrealized
SXC SUNCOKE ENERGY INC COM 0.0%
Value ($000) $0 Shares 64 Est. Cost $4.19 Unrealized +58.4%
NBR NABORS INDUSTRIES LTD SHS 0.0%
Value ($000) $0 Shares 5 Est. Cost $88.98 Unrealized +10.7%
PCG PG&E CORP COM 0.0%
Value ($000) $0 Shares 25 Est. Cost $11.48 Unrealized +0.9%
DOCU DOCUSIGN INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $227.99 Unrealized 0.0%
GRMN GARMIN LTD SHS 0.0%
Value ($000) $0 Shares 1 Est. Cost $111.79 Unrealized +17.6%
INGR INGREDION INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $77.11 Unrealized +24.8%
GTX GARRETT MOTION INC COM 0.0%
Value ($000) $0 Shares 38 Est. Cost $7.18 Unrealized +2.6%
FOX FOX CORP CL B COM 0.0%
Value ($000) $0 Shares 14 Est. Cost $25.82 Unrealized +33.9%
CYBIN INC COM 0.0%
Value ($000) $0 Shares 145 Est. Cost Unrealized
CONSOLIDATED COMM HLDGS INC COM 0.0%
Value ($000) $0 Shares 18 Est. Cost Unrealized
SVC SERVICE PPTYS TR COM SH BEN INT 0.0%
Value ($000) $0 Shares 55 Est. Cost $18.18 Unrealized
RMR RMR GROUP INC CL A 0.0%
Value ($000) $0 Shares 5 Est. Cost $19.22 Unrealized +29.5%
HANESBRANDS INC COM 0.0%
Value ($000) $0 Shares 8 Est. Cost Unrealized
MR COOPER GROUP INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
TEMPLETON DRAGON FD INC COM 0.0%
Value ($000) $0 Shares 16 Est. Cost Unrealized
COOK TRAEGER INC COMMON STOCK 0.0%
Value ($000) $0 Shares 5 Est. Cost $24.95 Unrealized -32.9%
NATURA &CO HLDG S A ADS 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
WORKHORSE GROUP INC COM NEW 0.0%
Value ($000) $0 Shares 12 Est. Cost Unrealized
INSM INSMED INC COM PAR $.01 0.0%
Value ($000) $0 Shares 2 Est. Cost $36.53 Unrealized -21.7%
FONR FONAR CORP COM NEW 0.0%
Value ($000) $0 Shares 20 Est. Cost $19.56 Unrealized -17.9%
AIG AMERICAN INTL GROUP INC COM NEW 0.0%
Value ($000) $0 Shares 8 Est. Cost $31.24 Unrealized +65.9%
RWO SPDR DOW JONES GLOBAL REAL ESTATE ETF 0.0%
Value ($000) $0 Shares 6 Est. Cost Unrealized
BROOKFIELD INFRASTRUCTURE CORP COM SB VTG SHS A 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
CMPS COMPASS PATHWAYS PLC SPONSORED ADS 0.0%
Value ($000) $0 Shares 3 Est. Cost Unrealized
VC VISTEON CORP COM NEW 0.0%
Value ($000) $0 Shares 1 Est. Cost $104.87 Unrealized +5.5%
HITI HIGH TIDE INC COM NEW 0.0%
Value ($000) $0 Shares 15 Est. Cost $6.83 Unrealized -15.6%
BBU BROOKFIELD BUSINESS PARTNERS L UNIT LTD L P 0.0%
Value ($000) $0 Shares 8 Est. Cost Unrealized
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 0.0%
Value ($000) $0 Shares 3 Est. Cost Unrealized
NWS NEWS CORP NEW CL B 0.0%
Value ($000) $0 Shares 10 Est. Cost $15.41 Unrealized +43.6%
LEN/B LENNAR CORP CL B 0.0%
Value ($000) $0 Shares 4 Est. Cost $76.37 Unrealized 0.0%
ROOT INC COM CL A 0.0%
Value ($000) $0 Shares 10 Est. Cost Unrealized