Heritage Wealth Advisors as of Dec. 31, 2024
Portfolio Holdings for Heritage Wealth Advisors
Heritage Wealth Advisors holds 639 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| IShares S&P 500 Index Etf (IVV) | 17.5 | $354M | 601k | 588.68 | |
| iShares Core MSCI EAFE Etf (IEFA) | 6.0 | $122M | 1.7M | 70.28 | |
| Microsoft Corporation (MSFT) | 3.4 | $69M | 165k | 421.50 | |
| iShares Core S&P Total US Stock Mkt Etf (ITOT) | 3.4 | $68M | 529k | 128.62 | |
| Apple (AAPL) | 3.4 | $68M | 270k | 250.42 | |
| iShares Russell Midcap Value Etf (IWS) | 3.3 | $67M | 515k | 129.34 | |
| Alphabet Inc. Class C Cap Stk Cl C (GOOG) | 3.3 | $66M | 348k | 190.44 | |
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 3.1 | $62M | 1.1M | 57.45 | |
| UnitedHealth (UNH) | 2.8 | $57M | 113k | 505.86 | |
| MasterCard Incorporated (MA) | 2.8 | $57M | 108k | 526.57 | |
| SPDR S&P 500 Index Etf (SPY) | 2.8 | $57M | 97k | 586.08 | |
| Berkshire Hathaway Cl B CL B (BRK.B) | 2.7 | $55M | 122k | 453.28 | |
| Raytheon Technologies Corp (RTX) | 2.7 | $54M | 470k | 115.72 | |
| Merck & Co (MRK) | 2.6 | $53M | 535k | 99.48 | |
| Automatic Data Processing (ADP) | 2.6 | $53M | 180k | 292.73 | |
| Johnson & Johnson (JNJ) | 2.3 | $47M | 327k | 144.62 | |
| Wal-Mart Stores Etf (WMT) | 2.2 | $45M | 501k | 90.35 | |
| Comcast Corp New Cl A Cl A (CMCSA) | 2.2 | $45M | 1.2M | 37.53 | |
| Progressive Corporation (PGR) | 2.2 | $45M | 186k | 239.61 | |
| iShares Core MSCI Emerging Markets ETF Etf (IEMG) | 2.2 | $44M | 848k | 52.22 | |
| ConocoPhillips (COP) | 2.1 | $42M | 420k | 99.17 | |
| Pepsi (PEP) | 2.0 | $41M | 271k | 152.06 | |
| Home Depot (HD) | 1.7 | $35M | 90k | 388.99 | |
| Union Pacific Corporation (UNP) | 1.7 | $34M | 150k | 228.04 | |
| Duke Energy (DUK) | 1.7 | $34M | 317k | 107.74 | |
| McDonald's Corporation (MCD) | 1.6 | $32M | 110k | 289.89 | |
| Williams Companies Etf (WMB) | 1.1 | $22M | 408k | 54.12 | |
| Vanguard Total World Stock ETF Etf (VT) | 1.0 | $19M | 164k | 117.48 | |
| iShares MSCI ACWI ex US ETF Etf (ACWX) | 0.8 | $16M | 310k | 52.16 | |
| iShares MSCI EAFE Etf (EFA) | 0.6 | $13M | 169k | 75.61 | |
| Markel Corporation (MKL) | 0.6 | $13M | 7.2k | 1726.23 | |
| Enterprise Prd Prtnrs Com Ut Ltd Ptn (EPD) | 0.6 | $12M | 372k | 31.36 | |
| Philip Morris International (PM) | 0.5 | $9.5M | 79k | 120.35 | |
| Vanguard Dividend Appreciation Etf (VIG) | 0.5 | $9.4M | 48k | 195.83 | |
| Amazon (AMZN) | 0.3 | $6.7M | 31k | 219.39 | |
| Visa Etf (V) | 0.3 | $6.4M | 20k | 316.04 | |
| NVIDIA Corporation (NVDA) | 0.3 | $6.1M | 45k | 134.29 | |
| Ishares S&P 500 Growth Etf (IVW) | 0.3 | $6.1M | 60k | 101.53 | |
| Alphabet Inc. Class A Cap Stk Cl A (GOOGL) | 0.3 | $5.4M | 28k | 189.30 | |
| iShares MSCI Emrg Mkt Etf (EEM) | 0.3 | $5.1M | 122k | 41.82 | |
| Altria (MO) | 0.2 | $4.7M | 90k | 52.29 | |
| Sector Spdr Tech Select Etf (XLK) | 0.2 | $4.5M | 19k | 232.52 | |
| Ishares S&P Midcap Etf (IJJ) | 0.2 | $4.0M | 38k | 106.08 | |
| Vanguard 500 ETF Etf (VOO) | 0.2 | $3.8M | 7.1k | 538.83 | |
| Fairfax Financial Holdings Lim (FRFHF) | 0.2 | $3.7M | 2.7k | 1390.63 | |
| iShares S&P 100 Etf (OEF) | 0.2 | $3.6M | 13k | 288.85 | |
| Exxon Mobil Corporation (XOM) | 0.2 | $3.6M | 33k | 107.57 | |
| American Century U.S. Quality Value ETF Etf (VALQ) | 0.2 | $3.1M | 51k | 60.99 | |
| JPMorgan Chase & Co. (JPM) | 0.1 | $3.0M | 13k | 239.71 | |
| Costco Wholesale Corporation (COST) | 0.1 | $2.8M | 3.0k | 916.27 | |
| Lowe's Companies (LOW) | 0.1 | $2.5M | 10k | 246.80 | |
| Invesco S&P 500 Equal Weight ETF Etf (RSP) | 0.1 | $2.4M | 14k | 175.23 | |
| CSX Corporation (CSX) | 0.1 | $2.3M | 72k | 32.27 | |
| Vanguard Mid-Cap ETF Etf (VO) | 0.1 | $2.2M | 8.4k | 264.12 | |
| Oracle Corporation (ORCL) | 0.1 | $2.2M | 13k | 166.64 | |
| Raymond James Financial (RJF) | 0.1 | $2.1M | 13k | 155.33 | |
| Ishares Russell Midcap Etf (IWR) | 0.1 | $2.1M | 24k | 88.40 | |
| 1/100 Berkshire Htwy Cla Cl A | 0.1 | $2.0M | 300.00 | 6809.20 | |
| iShares ESG Aware MSCI EAFE ETF Etf (ESGD) | 0.1 | $2.0M | 26k | 76.14 | |
| Mondelez Intl Inc Cl A Cl A (MDLZ) | 0.1 | $2.0M | 33k | 59.73 | |
| Truist Financial Corp equities (TFC) | 0.1 | $1.7M | 40k | 43.38 | |
| Vanguard Total Stock Mkt Etf (VTI) | 0.1 | $1.7M | 5.9k | 289.83 | |
| Procter & Gamble Company (PG) | 0.1 | $1.6M | 9.8k | 167.65 | |
| Anthem (ELV) | 0.1 | $1.6M | 4.3k | 368.90 | |
| Abbvie (ABBV) | 0.1 | $1.5M | 8.7k | 177.71 | |
| Chevron Corporation (CVX) | 0.1 | $1.5M | 10k | 144.84 | |
| Universal Corporation (UVV) | 0.1 | $1.5M | 27k | 54.84 | |
| Select Sector Spdr Trust The Utilities Select Sect Etf (XLU) | 0.1 | $1.3M | 17k | 75.69 | |
| Ishares Tr Russell Etf (IWB) | 0.1 | $1.3M | 4.0k | 322.16 | |
| iShares ESG Aware MSCI EM ETF Etf (ESGE) | 0.1 | $1.3M | 39k | 33.39 | |
| Trane Technologies (TT) | 0.1 | $1.3M | 3.4k | 369.35 | |
| Cisco Systems (CSCO) | 0.1 | $1.3M | 21k | 59.20 | |
| Bank of America Corporation (BAC) | 0.1 | $1.2M | 28k | 43.95 | |
| PowerShares QQQ ETF Etf (QQQ) | 0.1 | $1.2M | 2.3k | 511.23 | |
| Abbott Laboratories (ABT) | 0.1 | $1.2M | 10k | 113.10 | |
| Norfolk Southern (NSC) | 0.1 | $1.2M | 4.9k | 234.70 | |
| SPDR Gold MiniShares Etf (GLDM) | 0.1 | $1.1M | 22k | 51.99 | |
| Ishares Russell 2000 Etf (IWM) | 0.1 | $1.1M | 5.2k | 220.96 | |
| Dimensional U S Core Equity 2 Etf Etf (DFAC) | 0.1 | $1.1M | 32k | 34.59 | |
| Thermo Fisher Scientific (TMO) | 0.1 | $1.1M | 2.1k | 520.23 | |
| Qualcomm (QCOM) | 0.1 | $1.1M | 7.0k | 153.62 | |
| Blackrock (BLK) | 0.1 | $1.1M | 1.0k | 1025.36 | |
| Coca-Cola Company (KO) | 0.1 | $1.0M | 17k | 62.26 | |
| Zoetis Etf (ZTS) | 0.1 | $1.0M | 6.3k | 162.93 | |
| Facebook Inc cl a (META) | 0.0 | $974k | 1.7k | 585.51 | |
| Intuitive Surgical (ISRG) | 0.0 | $974k | 1.9k | 521.96 | |
| Nuveen ESG Mid-Cap Value ETF Etf (NUMV) | 0.0 | $941k | 27k | 34.81 | |
| Caterpillar (CAT) | 0.0 | $932k | 2.6k | 362.76 | |
| Netflix (NFLX) | 0.0 | $894k | 1.0k | 891.32 | |
| Eli Lilly & Co. (LLY) | 0.0 | $871k | 1.1k | 772.00 | |
| Udr (UDR) | 0.0 | $864k | 20k | 43.41 | |
| Applied Materials (AMAT) | 0.0 | $852k | 5.2k | 162.63 | |
| International Business Machines (IBM) | 0.0 | $833k | 3.8k | 219.83 | |
| Sector Spdr Fincl Select Etf (XLF) | 0.0 | $817k | 17k | 48.33 | |
| Ishares Russell Midcap Growth Etf (IWP) | 0.0 | $816k | 6.4k | 126.75 | |
| Amgen (AMGN) | 0.0 | $814k | 3.1k | 260.64 | |
| Blackstone Group Com Unit Ltd (BX) | 0.0 | $809k | 4.7k | 172.42 | |
| Atlantic Union B (AUB) | 0.0 | $805k | 21k | 37.88 | |
| Intuit (INTU) | 0.0 | $794k | 1.3k | 628.42 | |
| Dominion Resources (D) | 0.0 | $794k | 15k | 53.86 | |
| MicroStrategy Incorporated (MSTR) | 0.0 | $768k | 2.7k | 289.62 | |
| Honeywell International (HON) | 0.0 | $766k | 3.4k | 225.88 | |
| Broadcom (AVGO) | 0.0 | $762k | 3.3k | 231.84 | |
| Illinois Tool Works (ITW) | 0.0 | $759k | 3.0k | 253.52 | |
| Sector Spdr Health Fund Etf (XLV) | 0.0 | $741k | 5.4k | 137.57 | |
| Emerson Electric (EMR) | 0.0 | $738k | 6.0k | 123.93 | |
| Spdr Gold TRUST Etf (GLD) | 0.0 | $734k | 3.0k | 242.14 | |
| Fiserv (FI) | 0.0 | $723k | 3.5k | 205.42 | |
| NewMarket Corporation (NEU) | 0.0 | $708k | 1.3k | 528.35 | |
| United Bankshares (UBSI) | 0.0 | $696k | 19k | 37.55 | |
| Morgan Stanley Com New (MS) | 0.0 | $683k | 5.4k | 125.71 | |
| Ishares S&P Smcap Value Etf (IJS) | 0.0 | $681k | 6.3k | 108.61 | |
| Goldman Sachs (GS) | 0.0 | $663k | 1.2k | 572.67 | |
| Texas Instruments Incorporated (TXN) | 0.0 | $658k | 3.5k | 187.51 | |
| Ishares Russell 2000 Value ETF Etf (IWN) | 0.0 | $657k | 4.0k | 164.17 | |
| Vanguard Value ETF Etf (VTV) | 0.0 | $641k | 3.8k | 169.30 | |
| Starbucks Corporation (SBUX) | 0.0 | $633k | 6.9k | 91.26 | |
| Vanguard S&P 500 Value ETF Etf (VOOV) | 0.0 | $626k | 3.4k | 184.52 | |
| Adobe Systems Incorporated (ADBE) | 0.0 | $623k | 1.4k | 444.68 | |
| Owens & Minor (OMI) | 0.0 | $613k | 47k | 13.07 | |
| General Electric (GE) | 0.0 | $607k | 3.6k | 166.79 | |
| Tri-Continental Corporation (TY) | 0.0 | $603k | 19k | 31.69 | |
| iShares US Healthcare Etf (IYH) | 0.0 | $600k | 10k | 58.27 | |
| Diageo Spon Adr New (DEO) | 0.0 | $588k | 4.6k | 127.13 | |
| Vanguard Information Technology ETF Etf (VGT) | 0.0 | $583k | 938.00 | 621.80 | |
| Plymouth Industrial REIT Reit (PLYM) | 0.0 | $582k | 33k | 17.80 | |
| Fairfax India Hldgs Corp Com Sub Vtg (FFXDF) | 0.0 | $580k | 36k | 16.01 | |
| CarMax (KMX) | 0.0 | $567k | 6.9k | 81.76 | |
| Waste Management Etf (WM) | 0.0 | $566k | 2.8k | 201.79 | |
| Air Products & Chemicals (APD) | 0.0 | $541k | 1.9k | 290.10 | |
| Cintas Corporation (CTAS) | 0.0 | $535k | 2.9k | 182.70 | |
| Marriott Intl Inc Cl A Cl A (MAR) | 0.0 | $528k | 1.9k | 278.94 | |
| Southern Company (SO) | 0.0 | $521k | 6.3k | 82.32 | |
| Vanguard Reit Etf (VNQ) | 0.0 | $509k | 5.7k | 89.08 | |
| SYSCO Corporation (SYY) | 0.0 | $503k | 6.6k | 76.46 | |
| General Dynamics Corporation (GD) | 0.0 | $501k | 1.9k | 263.49 | |
| Vanguard FTSE International Etf (VEA) | 0.0 | $494k | 10k | 47.82 | |
| Broadridge Financial Solutions (BR) | 0.0 | $483k | 2.1k | 226.09 | |
| Vanguard Growth ETF Etf (VUG) | 0.0 | $478k | 1.2k | 410.32 | |
| United Rentals (URI) | 0.0 | $471k | 669.00 | 704.44 | |
| Vanguard Index Funds Vanguard High Dividend Yield Etf (VYM) | 0.0 | $470k | 3.7k | 127.59 | |
| United Parcel Service B CL B (UPS) | 0.0 | $468k | 3.7k | 126.12 | |
| Nextera Energy (NEE) | 0.0 | $453k | 6.3k | 71.69 | |
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $425k | 1.5k | 283.85 | |
| American Express Company (AXP) | 0.0 | $424k | 1.4k | 296.79 | |
| Target Corporation (TGT) | 0.0 | $421k | 3.1k | 135.18 | |
| McKesson Corporation (MCK) | 0.0 | $411k | 721.00 | 569.91 | |
| iShares MSCI Global Mtls&Mng Prdcrs ETF Etf (PICK) | 0.0 | $409k | 12k | 34.99 | |
| Microchip Technology (MCHP) | 0.0 | $402k | 7.0k | 57.35 | |
| Ishares Barclays Aggregate Bond Etf (AGG) | 0.0 | $402k | 4.1k | 96.90 | |
| Paychex (PAYX) | 0.0 | $394k | 2.8k | 140.22 | |
| Fortinet (FTNT) | 0.0 | $383k | 4.1k | 94.48 | |
| Accenture Ltd Cl A Cl A (ACN) | 0.0 | $375k | 1.1k | 351.69 | |
| PNC Financial Services (PNC) | 0.0 | $373k | 1.9k | 192.88 | |
| Dover Corporation (DOV) | 0.0 | $371k | 2.0k | 187.60 | |
| Danaher Corporation (DHR) | 0.0 | $370k | 1.6k | 229.60 | |
| Verizon Communications Etf (VZ) | 0.0 | $367k | 9.2k | 39.99 | |
| Brookfield Asset Management (BAM) | 0.0 | $362k | 6.7k | 54.19 | |
| Cbre Group Inc Cl A (CBRE) | 0.0 | $346k | 2.6k | 131.29 | |
| Fastenal Company (FAST) | 0.0 | $333k | 4.6k | 71.91 | |
| Teledyne Technologies Incorporated (TDY) | 0.0 | $329k | 708.00 | 464.13 | |
| Vanguard Health Care ETF Etf (VHT) | 0.0 | $320k | 1.3k | 253.75 | |
| NetApp (NTAP) | 0.0 | $317k | 2.7k | 116.08 | |
| Vanguard Mid Cap Value Etf (VOE) | 0.0 | $315k | 1.9k | 161.77 | |
| Ishares S&P Small-Cap Etf (IJT) | 0.0 | $310k | 2.3k | 135.37 | |
| Cigna Corp (CI) | 0.0 | $307k | 1.1k | 276.14 | |
| Biogen Idec (BIIB) | 0.0 | $306k | 2.0k | 152.92 | |
| 3M Company (MMM) | 0.0 | $299k | 2.3k | 129.08 | |
| Ge Vernova (GEV) | 0.0 | $298k | 906.00 | 328.93 | |
| Ishares Dj Select Div Etf (DVY) | 0.0 | $297k | 2.3k | 131.29 | |
| Aon Plc Com Usd0.01 Cl A Cl A (AON) | 0.0 | $295k | 822.00 | 359.16 | |
| Diamonds TRUST Series I Ut Ser 1 (DIA) | 0.0 | $283k | 666.00 | 425.50 | |
| Deere & Company (DE) | 0.0 | $283k | 667.00 | 423.70 | |
| salesforce (CRM) | 0.0 | $283k | 845.00 | 334.33 | |
| iShares Currency Hedged MSCI EAFE Etf (HEFA) | 0.0 | $282k | 8.1k | 34.75 | |
| Northrop Grumman Corporation (NOC) | 0.0 | $279k | 594.00 | 469.29 | |
| Nucor Corporation (NUE) | 0.0 | $265k | 2.3k | 116.71 | |
| Chubb (CB) | 0.0 | $262k | 947.00 | 276.43 | |
| Albemarle Corporation (ALB) | 0.0 | $260k | 3.0k | 86.08 | |
| Advanced Micro Devices (AMD) | 0.0 | $259k | 2.1k | 120.79 | |
| Pfizer (PFE) | 0.0 | $253k | 9.6k | 26.53 | |
| Blue Ridge Bank (BRBS) | 0.0 | $252k | 78k | 3.22 | |
| Ingersoll Rand (IR) | 0.0 | $247k | 2.7k | 90.46 | |
| Kimberly-Clark Corporation (KMB) | 0.0 | $238k | 1.8k | 131.04 | |
| Iron Mountain Reit (IRM) | 0.0 | $234k | 2.2k | 105.11 | |
| Amphenol Corp Cl A Cl A (APH) | 0.0 | $233k | 3.4k | 69.45 | |
| Allstate Corporation (ALL) | 0.0 | $233k | 1.2k | 192.79 | |
| Ishares Nasdaq Biotechnology Etf (IBB) | 0.0 | $231k | 1.8k | 132.21 | |
| Capital One Financial (COF) | 0.0 | $229k | 1.3k | 178.32 | |
| Hanover Insurance (THG) | 0.0 | $229k | 1.5k | 154.66 | |
| Kraft Heinz (KHC) | 0.0 | $228k | 7.4k | 30.71 | |
| Parker-Hannifin Corporation (PH) | 0.0 | $226k | 355.00 | 636.03 | |
| Sabra Health Care REIT Reit (SBRA) | 0.0 | $225k | 13k | 17.32 | |
| iShares Core S&P Mid Cap ETF Etf (IJH) | 0.0 | $224k | 3.6k | 62.31 | |
| Kinsale Cap Group (KNSL) | 0.0 | $221k | 475.00 | 465.13 | |
| Gilead Sciences (GILD) | 0.0 | $214k | 2.3k | 92.37 | |
| Enbridge (ENB) | 0.0 | $213k | 5.0k | 42.43 | |
| Boeing Company (BA) | 0.0 | $211k | 1.2k | 177.00 | |
| Main Street Capital Corporation (MAIN) | 0.0 | $211k | 3.6k | 58.58 | |
| Vanguard Total International Stock ETF Etf (VXUS) | 0.0 | $210k | 3.6k | 58.93 | |
| Walt Disney Company (DIS) | 0.0 | $197k | 1.8k | 111.37 | |
| Prudential Financial (PRU) | 0.0 | $196k | 1.7k | 118.53 | |
| Canadian Pacific Kansas City (CP) | 0.0 | $190k | 2.6k | 72.37 | |
| Vanguard Small Cap Etf (VB) | 0.0 | $189k | 788.00 | 240.28 | |
| Vanguard Short-Term Infl-Prot Secs ETF Etf (VTIP) | 0.0 | $185k | 3.8k | 48.42 | |
| L3harris Technologies (LHX) | 0.0 | $184k | 874.00 | 210.28 | |
| Sempra Energy (SRE) | 0.0 | $184k | 2.1k | 87.72 | |
| Corning Incorporated (GLW) | 0.0 | $183k | 3.8k | 47.52 | |
| Apollo Global Management LLC Class A Cl A (APO) | 0.0 | $182k | 1.1k | 165.16 | |
| Hca Holdings (HCA) | 0.0 | $178k | 592.00 | 300.05 | |
| Encompass Health Corp (EHC) | 0.0 | $177k | 1.9k | 92.35 | |
| Canadian Natl Ry (CNI) | 0.0 | $176k | 1.7k | 101.51 | |
| Dex (DXCM) | 0.0 | $174k | 2.2k | 77.77 | |
| Micron Technology (MU) | 0.0 | $173k | 2.1k | 84.16 | |
| AvalonBay Communities (AVB) | 0.0 | $172k | 781.00 | 219.97 | |
| Avery Dennison Corporation (AVY) | 0.0 | $171k | 911.00 | 187.13 | |
| W.R. Berkley Corporation (WRB) | 0.0 | $168k | 2.9k | 58.52 | |
| SPDR S&P Bank ETF Etf (KBE) | 0.0 | $166k | 3.0k | 55.47 | |
| Intel Corporation (INTC) | 0.0 | $165k | 8.2k | 20.05 | |
| Prologis Reit (PLD) | 0.0 | $165k | 1.6k | 105.70 | |
| Ford Motor Company (F) | 0.0 | $161k | 16k | 9.90 | |
| Unilever Adr (UL) | 0.0 | $160k | 2.8k | 56.70 | |
| Novo-Nordisk A-S Adr (NVO) | 0.0 | $159k | 1.9k | 86.02 | |
| Edwards Lifesciences (EW) | 0.0 | $158k | 2.1k | 74.03 | |
| Travelers Companies (TRV) | 0.0 | $151k | 626.00 | 240.89 | |
| Ross Stores (ROST) | 0.0 | $148k | 980.00 | 151.27 | |
| Novartis A G Adr (NVS) | 0.0 | $147k | 1.5k | 97.31 | |
| Tesla Motors (TSLA) | 0.0 | $144k | 357.00 | 403.84 | |
| Vanguard Bond Index Fund Etf (BND) | 0.0 | $142k | 2.0k | 71.92 | |
| SPDR S&P Biotech ETF Etf (XBI) | 0.0 | $142k | 1.6k | 90.06 | |
| iShares Global Infrastructure ETF Etf (IGF) | 0.0 | $142k | 2.7k | 52.27 | |
| Ameriprise Financial (AMP) | 0.0 | $137k | 257.00 | 532.43 | |
| Toro Company (TTC) | 0.0 | $134k | 1.7k | 80.10 | |
| Epr Properties (EPR) | 0.0 | $133k | 3.0k | 44.28 | |
| Sector Spdr Materials Etf (XLB) | 0.0 | $132k | 1.6k | 84.14 | |
| Communication Services Sel Sect SPDRETF Etf (XLC) | 0.0 | $127k | 1.3k | 96.81 | |
| Wells Fargo & Co Etf (WFC) | 0.0 | $127k | 1.8k | 70.24 | |
| TJX Companies (TJX) | 0.0 | $125k | 1.0k | 120.81 | |
| Aptar (ATR) | 0.0 | $121k | 770.00 | 157.10 | |
| WisdomTree SmallCap Dividend ETF Etf (DES) | 0.0 | $119k | 3.5k | 34.35 | |
| Schwab US Large-Cap ETF Etf (SCHX) | 0.0 | $119k | 5.1k | 23.18 | |
| Genuine Parts Company (GPC) | 0.0 | $117k | 1.0k | 116.76 | |
| American Electric Power Company (AEP) | 0.0 | $116k | 1.3k | 92.23 | |
| Ptc (PTC) | 0.0 | $113k | 614.00 | 183.87 | |
| SPDR Portfolio S&P 500 Value ETF Etf (SPYV) | 0.0 | $113k | 2.2k | 51.14 | |
| Southwest Airlines (LUV) | 0.0 | $110k | 3.3k | 33.62 | |
| Nxp Semiconductors N V (NXPI) | 0.0 | $110k | 529.00 | 207.80 | |
| Gildan Activewear Inc Com Cad (GIL) | 0.0 | $109k | 2.3k | 47.05 | |
| Citigroup (C) | 0.0 | $102k | 1.4k | 70.39 | |
| Motorola Solutions Com New (MSI) | 0.0 | $98k | 212.00 | 461.21 | |
| Charles Schwab Corporation (SCHW) | 0.0 | $97k | 1.3k | 74.03 | |
| Oneok (OKE) | 0.0 | $95k | 941.00 | 100.40 | |
| Kroger (KR) | 0.0 | $94k | 1.5k | 61.15 | |
| ETFS Physical Palladium Etf (PALL) | 0.0 | $94k | 1.1k | 83.52 | |
| Becton, Dickinson and (BDX) | 0.0 | $92k | 407.00 | 226.66 | |
| Seagate Technology (STX) | 0.0 | $92k | 1.1k | 86.31 | |
| Energy Transfer Equity Com Ut Ltd Ptn (ET) | 0.0 | $91k | 4.7k | 19.59 | |
| Ares Capital Corporation (ARCC) | 0.0 | $91k | 4.2k | 21.89 | |
| Quest Diagnostics Incorporated (DGX) | 0.0 | $91k | 602.00 | 150.86 | |
| Vanguard Industrials ETF Etf (VIS) | 0.0 | $91k | 357.00 | 254.39 | |
| iShares Silver Trust Etf (SLV) | 0.0 | $89k | 3.4k | 26.33 | |
| Analog Devices (ADI) | 0.0 | $89k | 418.00 | 212.70 | |
| General Motors Company (GM) | 0.0 | $88k | 1.7k | 53.26 | |
| Nestle S A Reg B Adr (NSRGY) | 0.0 | $88k | 1.1k | 81.70 | |
| Stantec (STN) | 0.0 | $88k | 1.1k | 78.45 | |
| J.B. Hunt Transport Services (JBHT) | 0.0 | $87k | 512.00 | 170.66 | |
| At&t (T) | 0.0 | $87k | 3.8k | 22.77 | |
| Marsh & McLennan Companies (MMC) | 0.0 | $84k | 394.00 | 212.37 | |
| Realty Income (O) | 0.0 | $84k | 1.6k | 53.41 | |
| Nortonlifelock (GEN) | 0.0 | $82k | 3.0k | 27.38 | |
| Huntsman Corporation (HUN) | 0.0 | $81k | 4.5k | 18.03 | |
| Nike Inc Class B CL B (NKE) | 0.0 | $81k | 1.1k | 75.67 | |
| Genworth Financial (GNW) | 0.0 | $80k | 12k | 6.99 | |
| Roku Inc Com Cl A Cl A (ROKU) | 0.0 | $79k | 1.1k | 74.34 | |
| KLA-Tencor Corporation (KLAC) | 0.0 | $79k | 125.00 | 630.12 | |
| iShares Edge MSCI USA Quality Factor ETF Etf (QUAL) | 0.0 | $78k | 435.00 | 178.08 | |
| Vanguard Intl Eqty Index Etf (VEU) | 0.0 | $77k | 1.3k | 57.41 | |
| Bp Adr (BP) | 0.0 | $75k | 2.5k | 29.56 | |
| Rbc Cad (RY) | 0.0 | $72k | 600.00 | 120.51 | |
| Ingredion Incorporated (INGR) | 0.0 | $72k | 522.00 | 137.56 | |
| Sprott Physical Gold & Silver Trust Etf (CEF) | 0.0 | $71k | 3.0k | 23.76 | |
| Xcel Energy (XEL) | 0.0 | $70k | 1.0k | 67.52 | |
| City Holding Company (CHCO) | 0.0 | $69k | 581.00 | 118.48 | |
| U.S. Bancorp (USB) | 0.0 | $68k | 1.4k | 47.82 | |
| Valero Energy Corporation (VLO) | 0.0 | $68k | 555.00 | 122.48 | |
| IDEXX Laboratories (IDXX) | 0.0 | $68k | 164.00 | 413.44 | |
| iShares Core Dividend Growth ETF Etf (DGRO) | 0.0 | $68k | 1.1k | 61.34 | |
| D-wave Quantum (QBTS) | 0.0 | $67k | 8.0k | 8.40 | |
| Cme (CME) | 0.0 | $66k | 286.00 | 232.23 | |
| National Retail Properties (NNN) | 0.0 | $65k | 1.6k | 40.85 | |
| iShares US Real Estate ETF Etf (IYR) | 0.0 | $65k | 700.00 | 93.06 | |
| Colgate-Palmolive Company (CL) | 0.0 | $64k | 700.00 | 90.91 | |
| DFA TA World ex US Core Equity I Etf (DFAX) | 0.0 | $63k | 2.5k | 24.86 | |
| Rush Enterprises (RUSHB) | 0.0 | $61k | 1.1k | 54.44 | |
| Vanguard Emerging Market Etf (VWO) | 0.0 | $61k | 1.4k | 44.04 | |
| Brookfield Infrastructure Corp Com Sub Vtg A (BIPC) | 0.0 | $59k | 1.5k | 40.01 | |
| Taiwan Semiconductr Adrf Adr (TSM) | 0.0 | $59k | 300.00 | 197.49 | |
| Schlumberger (SLB) | 0.0 | $59k | 1.5k | 38.34 | |
| Janus Henderson AAA CLO ETF Etf (JAAA) | 0.0 | $59k | 1.2k | 50.71 | |
| HEICO Corporation (HEI.A) | 0.0 | $54k | 291.00 | 186.08 | |
| VICI Properties Etf (VICI) | 0.0 | $54k | 1.9k | 29.21 | |
| Cincinnati Financial Corporation (CINF) | 0.0 | $54k | 372.00 | 143.70 | |
| Humana (HUM) | 0.0 | $52k | 206.00 | 253.71 | |
| DTE Energy Company (DTE) | 0.0 | $51k | 425.00 | 120.75 | |
| Bristol Myers Squibb (BMY) | 0.0 | $51k | 900.00 | 56.56 | |
| FedEx Corporation (FDX) | 0.0 | $51k | 180.00 | 281.33 | |
| COPT Defense Properties Reit (CDP) | 0.0 | $50k | 1.6k | 30.95 | |
| Lennar Corp Cl A Cl A (LEN) | 0.0 | $50k | 363.00 | 136.37 | |
| Carrier Global Corporation (CARR) | 0.0 | $49k | 713.00 | 68.26 | |
| Essential Properties Realty Trust Reit (EPRT) | 0.0 | $49k | 1.6k | 31.28 | |
| iShares MSCI USA Minimum Volatility Etf (USMV) | 0.0 | $48k | 544.00 | 88.79 | |
| Willis Towers Watson (WTW) | 0.0 | $48k | 154.00 | 313.24 | |
| Veralto Ord Wi Ord Shs (VLTO) | 0.0 | $48k | 466.00 | 101.89 | |
| Eaton (ETN) | 0.0 | $47k | 140.00 | 331.87 | |
| Mplx (MPLX) | 0.0 | $45k | 945.00 | 47.88 | |
| Discover Financial Services | 0.0 | $45k | 260.00 | 173.07 | |
| AutoZone (AZO) | 0.0 | $45k | 14.00 | 3202.00 | |
| Atlant Un Bk 400 Ds Rp 1 Srs A Prf Preferred Stock (AUB.PA) | 0.0 | $44k | 1.9k | 22.98 | |
| Hologic (HOLX) | 0.0 | $44k | 608.00 | 72.09 | |
| John B. Sanfilippo & Son (JBSS) | 0.0 | $44k | 500.00 | 87.11 | |
| Entergy Corporation (ETR) | 0.0 | $43k | 572.00 | 75.82 | |
| Archer Daniels Midland Company (ADM) | 0.0 | $43k | 857.00 | 50.52 | |
| Verisk Analytics Inc Cla Cl A (VRSK) | 0.0 | $43k | 157.00 | 275.43 | |
| Ge Healthcare Technologies Ord Wi Ord Shs (GEHC) | 0.0 | $43k | 548.00 | 78.18 | |
| RPM International (RPM) | 0.0 | $43k | 346.00 | 123.06 | |
| Moderna (MRNA) | 0.0 | $42k | 1.0k | 41.58 | |
| C.H. Robinson Worldwide (CHRW) | 0.0 | $41k | 400.00 | 103.32 | |
| iShares Core MSCI Total Intl Stk ETF Etf (IXUS) | 0.0 | $41k | 623.00 | 66.14 | |
| Old Dominion Freight Line (ODFL) | 0.0 | $41k | 232.00 | 176.40 | |
| Regeneron Pharmaceuticals (REGN) | 0.0 | $41k | 57.00 | 712.33 | |
| Evergy (EVRG) | 0.0 | $41k | 658.00 | 61.55 | |
| J P Morgan Nasdaq Eqt Prm Inc Etf Etf (JEPQ) | 0.0 | $40k | 717.00 | 56.38 | |
| Lauder Estee Co Inc Cl A Cl A (EL) | 0.0 | $40k | 539.00 | 74.98 | |
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 0.0 | $40k | 436.00 | 92.66 | |
| Vanguard Intl Div Apprec ETF Etf (VIGI) | 0.0 | $40k | 502.00 | 79.99 | |
| Eversource Energy (ES) | 0.0 | $40k | 687.00 | 57.43 | |
| T. Rowe Price (TROW) | 0.0 | $38k | 337.00 | 112.93 | |
| Electronic Arts (EA) | 0.0 | $38k | 260.00 | 146.30 | |
| Tcg Bdc (CGBD) | 0.0 | $38k | 2.1k | 17.93 | |
| Linkbancorp Ord Ord Shs (LNKB) | 0.0 | $37k | 4.9k | 7.48 | |
| Br Amer Tobacco Plc Adrf Adr (BTI) | 0.0 | $36k | 1.0k | 36.32 | |
| Owl Rock Capital Corporation (OBDC) | 0.0 | $36k | 2.4k | 15.12 | |
| Solventum Corp (SOLV) | 0.0 | $35k | 536.00 | 66.06 | |
| Dell Technologies (DELL) | 0.0 | $35k | 305.00 | 115.24 | |
| Lucid Group | 0.0 | $35k | 12k | 3.02 | |
| AECOM Technology Corporation (ACM) | 0.0 | $35k | 325.00 | 106.82 | |
| Alexandria Real Estate Equities (ARE) | 0.0 | $34k | 350.00 | 97.55 | |
| Vanguard Mid-Cap Growth ETF Etf (VOT) | 0.0 | $33k | 129.00 | 253.75 | |
| New Jersey Resources Corporation (NJR) | 0.0 | $33k | 700.00 | 46.65 | |
| Dupont De Nemours (DD) | 0.0 | $32k | 424.00 | 76.25 | |
| CVS Caremark Corporation (CVS) | 0.0 | $31k | 700.00 | 44.89 | |
| Goldman Sachs Innovate Equity ETF Etf (GINN) | 0.0 | $31k | 507.00 | 61.54 | |
| Highwoods Properties (HIW) | 0.0 | $31k | 1.0k | 30.58 | |
| AFLAC Incorporated (AFL) | 0.0 | $31k | 295.00 | 103.38 | |
| EOG Resources (EOG) | 0.0 | $30k | 245.00 | 122.58 | |
| Lyondellbasell Industries NV Ord Shs (LYB) | 0.0 | $30k | 400.00 | 74.27 | |
| Unum (UNM) | 0.0 | $30k | 405.00 | 73.03 | |
| Goldman Sachs ActiveBeta US LgCp Eq ETF Etf (GSLC) | 0.0 | $30k | 256.00 | 115.18 | |
| Phillips 66 (PSX) | 0.0 | $29k | 256.00 | 113.93 | |
| Ecolab (ECL) | 0.0 | $29k | 124.00 | 234.32 | |
| Everest Re Group (EG) | 0.0 | $29k | 80.00 | 362.46 | |
| Invesco Preferred ETF Etf (PGX) | 0.0 | $28k | 2.5k | 11.53 | |
| Lockheed Martin Corporation (LMT) | 0.0 | $28k | 58.00 | 485.95 | |
| Cardinal Health (CAH) | 0.0 | $27k | 228.00 | 118.27 | |
| CMS Energy Corporation (CMS) | 0.0 | $27k | 400.00 | 66.65 | |
| Constellation Energy (CEG) | 0.0 | $26k | 117.00 | 223.71 | |
| AES Corporation (AES) | 0.0 | $26k | 2.0k | 12.87 | |
| Hp (HPQ) | 0.0 | $26k | 800.00 | 32.63 | |
| Kontoor Brands (KTB) | 0.0 | $26k | 300.00 | 85.41 | |
| Fidelity National Information Services (FIS) | 0.0 | $25k | 312.00 | 80.77 | |
| Zoom Video Communications In cl a (ZM) | 0.0 | $25k | 300.00 | 81.61 | |
| PPG Industries (PPG) | 0.0 | $24k | 203.00 | 119.45 | |
| Ishares S&P Smallcap Core ETF Etf (IJR) | 0.0 | $24k | 208.00 | 115.36 | |
| Brookfield Infrastructure Part (BIP) | 0.0 | $24k | 750.00 | 31.79 | |
| Starwood Property Trust Reit (STWD) | 0.0 | $24k | 1.3k | 18.95 | |
| AutoNation (AN) | 0.0 | $23k | 138.00 | 169.84 | |
| General Mills (GIS) | 0.0 | $23k | 356.00 | 63.77 | |
| Broadstone Net Lease Ord Ord Shs (BNL) | 0.0 | $23k | 1.4k | 15.86 | |
| Ansys (ANSS) | 0.0 | $23k | 67.00 | 337.33 | |
| Lamb Weston Hldgs (LW) | 0.0 | $22k | 333.00 | 66.83 | |
| Matthews Korea Active ETF Etf (MKOR) | 0.0 | $22k | 1.1k | 20.77 | |
| W P Carey Etf (WPC) | 0.0 | $22k | 402.00 | 54.48 | |
| iShares MSCI USA ESG Select ETF Etf (SUSA) | 0.0 | $21k | 172.00 | 121.59 | |
| MDU Resources (MDU) | 0.0 | $21k | 1.2k | 18.02 | |
| UGI Corporation (UGI) | 0.0 | $20k | 720.00 | 28.23 | |
| Stag Industrial Reit (STAG) | 0.0 | $20k | 600.00 | 33.82 | |
| iShares MSCI KLD 400 Social ETF Etf (DSI) | 0.0 | $20k | 180.00 | 110.25 | |
| iShares Russell Top 200 Growth ETF Etf (IWY) | 0.0 | $20k | 83.00 | 235.27 | |
| Brixmor Property Group Reit (BRX) | 0.0 | $20k | 700.00 | 27.84 | |
| Schwab US Large-Cap Growth ETF Etf (SCHG) | 0.0 | $19k | 683.00 | 27.86 | |
| First Trust Long/Short Equity ETF Etf (FTLS) | 0.0 | $19k | 289.00 | 65.81 | |
| Omega Healthcare Investors (OHI) | 0.0 | $19k | 500.00 | 37.85 | |
| Aptiv Holdings (APTV) | 0.0 | $19k | 310.00 | 60.48 | |
| Nextera Energy Partners (XIFR) | 0.0 | $18k | 1.0k | 17.80 | |
| Allegion Ord Shs (ALLE) | 0.0 | $17k | 133.00 | 130.68 | |
| Shift4 Payments Cl A Ord (FOUR) | 0.0 | $17k | 167.00 | 103.78 | |
| Schwab US Dividend Equity ETF Etf (SCHD) | 0.0 | $17k | 630.00 | 27.32 | |
| MercadoLibre (MELI) | 0.0 | $17k | 10.00 | 1700.40 | |
| Virginia Natl Bankshares (VABK) | 0.0 | $17k | 442.00 | 38.20 | |
| Dow (DOW) | 0.0 | $16k | 408.00 | 40.13 | |
| CareTrust REIT Reit (CTRE) | 0.0 | $16k | 600.00 | 27.05 | |
| Invesco NASDAQ 100 ETF Etf (QQQM) | 0.0 | $16k | 77.00 | 210.45 | |
| Invesco Dividend Achievers ETF Etf (PFM) | 0.0 | $16k | 350.00 | 45.86 | |
| Schwab US Aggregate Bond ETF Etf (SCHZ) | 0.0 | $16k | 704.00 | 22.68 | |
| Shore Bancshares (SHBI) | 0.0 | $16k | 1.0k | 15.85 | |
| Yum! Brands (YUM) | 0.0 | $16k | 118.00 | 134.16 | |
| Everus Constr Group (ECG) | 0.0 | $16k | 237.00 | 65.75 | |
| Church & Dwight (CHD) | 0.0 | $15k | 146.00 | 104.71 | |
| Extra Space Storage (EXR) | 0.0 | $15k | 100.00 | 149.60 | |
| Dt Midstream (DTM) | 0.0 | $15k | 150.00 | 99.43 | |
| Public Storage (PSA) | 0.0 | $15k | 50.00 | 296.56 | |
| Pinnacle West Capital Corporation (PNW) | 0.0 | $15k | 174.00 | 84.77 | |
| First Trust Value Line Dividend ETF Etf (FVD) | 0.0 | $15k | 336.00 | 43.64 | |
| Avista Corporation (AVA) | 0.0 | $15k | 400.00 | 36.63 | |
| Spirit AeroSystems Holdings (SPR) | 0.0 | $15k | 425.00 | 34.08 | |
| Vaxart (VXRT) | 0.0 | $14k | 22k | 0.66 | |
| Western Midstream Partners (WES) | 0.0 | $14k | 375.00 | 38.43 | |
| Akamai Technologies (AKAM) | 0.0 | $14k | 148.00 | 95.65 | |
| Tanger Factory Outlet Centers (SKT) | 0.0 | $14k | 406.00 | 34.13 | |
| Power Corp Cda Isin Ord Shs (PWCDF) | 0.0 | $14k | 432.00 | 31.18 | |
| Exelon Corporation (EXC) | 0.0 | $13k | 355.00 | 37.64 | |
| Devon Energy Corporation (DVN) | 0.0 | $13k | 400.00 | 32.73 | |
| Republic Services (RSG) | 0.0 | $13k | 65.00 | 201.18 | |
| iShares PHLX Semiconductor ETF Etf (SOXX) | 0.0 | $13k | 60.00 | 215.48 | |
| Johnson Controls International Plc equity (JCI) | 0.0 | $13k | 160.00 | 78.93 | |
| Lululemon Athletica (LULU) | 0.0 | $13k | 33.00 | 382.42 | |
| Canadian Natural Resources (CNQ) | 0.0 | $12k | 400.00 | 30.87 | |
| Linde Etf (LIN) | 0.0 | $12k | 29.00 | 418.66 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $12k | 30.00 | 402.70 | |
| Fidelity MSCI Consumer Staples ETF Etf (FSTA) | 0.0 | $12k | 240.00 | 49.43 | |
| Pimco Corporate Opportunity Fund Etf (PTY) | 0.0 | $12k | 820.00 | 14.37 | |
| Companhia Vale Do Adr (RIO) | 0.0 | $12k | 200.00 | 58.81 | |
| MetLife (MET) | 0.0 | $11k | 138.00 | 81.88 | |
| Marvell Technology (MRVL) | 0.0 | $11k | 102.00 | 110.68 | |
| Dollar Tree (DLTR) | 0.0 | $11k | 150.00 | 74.94 | |
| Paypal Holdings (PYPL) | 0.0 | $11k | 127.00 | 85.35 | |
| Fidelity Wise Origin Bitcoin Fund Etf (FBTC) | 0.0 | $11k | 130.00 | 81.31 | |
| S&p Global (SPGI) | 0.0 | $11k | 21.00 | 498.05 | |
| Newmont Mining Corporation (NEM) | 0.0 | $10k | 277.00 | 37.25 | |
| Chipotle Mexican Grill (CMG) | 0.0 | $10k | 170.00 | 60.30 | |
| Lemonade (LMND) | 0.0 | $10k | 274.00 | 36.68 | |
| America First Multifamily Investors Com Ut Ltd Ptn (GHI) | 0.0 | $10k | 972.00 | 10.25 | |
| Comerica Incorporated (CMA) | 0.0 | $9.8k | 158.00 | 61.85 | |
| Public Service Enterprise (PEG) | 0.0 | $9.8k | 116.00 | 84.14 | |
| iShares Interm Government/Credit Bd Etf (GVI) | 0.0 | $9.5k | 91.00 | 104.70 | |
| Stryker Corporation (SYK) | 0.0 | $9.4k | 26.00 | 360.04 | |
| Baxter International (BAX) | 0.0 | $9.3k | 320.00 | 29.16 | |
| Medical Properties Trust (MPW) | 0.0 | $9.3k | 2.4k | 3.95 | |
| Shopify Inc cl a (SHOP) | 0.0 | $9.0k | 85.00 | 106.33 | |
| iShares US Aerospace & Defense Etf (ITA) | 0.0 | $9.0k | 62.00 | 145.35 | |
| Schwab Fundamental US Large Company ETF Etf (FNDX) | 0.0 | $8.9k | 375.00 | 23.68 | |
| Royal Caribbean Cruises (RCL) | 0.0 | $8.8k | 38.00 | 230.68 | |
| Synopsys (SNPS) | 0.0 | $8.7k | 18.00 | 485.33 | |
| Agilent Technologies Inc C ommon (A) | 0.0 | $8.6k | 64.00 | 134.34 | |
| V.F. Corporation (VFC) | 0.0 | $8.6k | 400.00 | 21.46 | |
| Cubesmart (CUBE) | 0.0 | $8.6k | 200.00 | 42.85 | |
| Hewlett Packard Enterprise (HPE) | 0.0 | $8.5k | 400.00 | 21.35 | |
| Msci (MSCI) | 0.0 | $8.4k | 14.00 | 600.00 | |
| Diamondback Energy (FANG) | 0.0 | $8.2k | 50.00 | 163.84 | |
| Hannon Armstrong (HASI) | 0.0 | $8.0k | 300.00 | 26.83 | |
| Warner Bros. Discovery Srs A Ord Wi Ord Shs (WBD) | 0.0 | $8.0k | 755.00 | 10.57 | |
| Chesapeake Financial (CPKF) | 0.0 | $7.9k | 412.00 | 19.28 | |
| Howmet Aerospace (HWM) | 0.0 | $7.7k | 70.00 | 109.37 | |
| TransDigm Group Incorporated (TDG) | 0.0 | $7.6k | 6.00 | 1267.33 | |
| Real Estate Select Sector SPDR Etf (XLRE) | 0.0 | $7.5k | 185.00 | 40.67 | |
| Net Lease Office Properties Ord Wi Ord Shs (NLOP) | 0.0 | $7.4k | 237.00 | 31.21 | |
| Thor Industries (THO) | 0.0 | $7.4k | 77.00 | 95.71 | |
| Invesco Financial Preferred ETF Etf (PGF) | 0.0 | $7.0k | 484.00 | 14.55 | |
| Reinsurance Group of America (RGA) | 0.0 | $6.8k | 32.00 | 213.62 | |
| Sherwin-Williams Company (SHW) | 0.0 | $6.8k | 20.00 | 339.95 | |
| PowerShares FTSE RAFI US 1500 Sm-Mid ETF Etf (PRFZ) | 0.0 | $6.7k | 160.00 | 41.61 | |
| Equinix Reit (EQIX) | 0.0 | $6.6k | 7.00 | 942.86 | |
| Goldman Sachs ActiveBeta EMkts Eq ETF Etf (GEM) | 0.0 | $6.4k | 200.00 | 31.92 | |
| Amern Tower Corp Class A Cl A (AMT) | 0.0 | $6.2k | 34.00 | 183.41 | |
| Upstart Hldgs (UPST) | 0.0 | $6.2k | 100.00 | 61.57 | |
| Apollo Commercial Real Estate Finance Reit (ARI) | 0.0 | $6.1k | 700.00 | 8.66 | |
| Blue Owl Capital Cl A Ord Cl A (OWL) | 0.0 | $5.9k | 253.00 | 23.26 | |
| Tapestry (TPR) | 0.0 | $5.9k | 90.00 | 65.33 | |
| Hartford Financial Services (HIG) | 0.0 | $5.7k | 52.00 | 109.40 | |
| Healthpeak Properties Ord Ord Shs (DOC) | 0.0 | $5.6k | 277.00 | 20.27 | |
| Principal Financial (PFG) | 0.0 | $5.6k | 72.00 | 77.42 | |
| CoStar (CSGP) | 0.0 | $5.4k | 76.00 | 71.59 | |
| Schwab US Mid-Cap ETF Etf (SCHM) | 0.0 | $5.4k | 196.00 | 27.72 | |
| Old Republic International Corporation (ORI) | 0.0 | $5.4k | 150.00 | 36.19 | |
| 21st Cent Fox Cl B CL B (FOX) | 0.0 | $5.4k | 118.00 | 45.74 | |
| NRG Energy (NRG) | 0.0 | $5.3k | 59.00 | 90.22 | |
| M&T Bank Corporation (MTB) | 0.0 | $5.3k | 28.00 | 188.00 | |
| Corteva (CTVA) | 0.0 | $5.2k | 91.00 | 56.96 | |
| Martin Marietta Materials (MLM) | 0.0 | $5.2k | 10.00 | 516.50 | |
| Equifax (EFX) | 0.0 | $5.1k | 20.00 | 254.85 | |
| Yum China Holdings (YUMC) | 0.0 | $5.0k | 103.00 | 48.17 | |
| Comfort Systems USA (FIX) | 0.0 | $4.9k | 12.00 | 408.92 | |
| Cummins (CMI) | 0.0 | $4.9k | 14.00 | 348.57 | |
| Citizens Financial (CFG) | 0.0 | $4.8k | 109.00 | 43.76 | |
| O'reilly Automotive (ORLY) | 0.0 | $4.7k | 4.00 | 1185.75 | |
| Wabtec Corporation (WAB) | 0.0 | $4.7k | 25.00 | 189.60 | |
| American International (AIG) | 0.0 | $4.7k | 65.00 | 72.80 | |
| Boston Properties (BXP) | 0.0 | $4.7k | 63.00 | 74.37 | |
| Baker Hughes A Ge Company (BKR) | 0.0 | $4.7k | 114.00 | 41.02 | |
| Dollar General (DG) | 0.0 | $4.7k | 62.00 | 75.34 | |
| Chemours (CC) | 0.0 | $4.6k | 272.00 | 16.90 | |
| Berry Plastics (BERY) | 0.0 | $4.5k | 70.00 | 64.67 | |
| Cava Group Ord Ord Shs (CAVA) | 0.0 | $4.5k | 40.00 | 112.80 | |
| Etsy (ETSY) | 0.0 | $4.5k | 85.00 | 52.89 | |
| Constellation Brand Cl A Cl A (STZ) | 0.0 | $4.4k | 20.00 | 221.00 | |
| Compass Diversified Holdings (CODI) | 0.0 | $4.4k | 190.00 | 23.08 | |
| Lam Research (LRCX) | 0.0 | $4.3k | 60.00 | 72.23 | |
| Rockwell Automation (ROK) | 0.0 | $4.3k | 15.00 | 285.80 | |
| Pulte (PHM) | 0.0 | $4.2k | 39.00 | 108.90 | |
| Servicenow (NOW) | 0.0 | $4.2k | 4.00 | 1060.00 | |
| Delta Air Lines (DAL) | 0.0 | $4.2k | 70.00 | 60.50 | |
| Zimmer Holdings (ZBH) | 0.0 | $4.2k | 40.00 | 105.62 | |
| W.W. Grainger (GWW) | 0.0 | $4.2k | 4.00 | 1054.00 | |
| Square Inc cl a (XYZ) | 0.0 | $4.2k | 49.00 | 85.00 | |
| iShares Core US Treasury Bond Etf (GOVT) | 0.0 | $4.0k | 176.00 | 22.98 | |
| Zions Bancorporation (ZION) | 0.0 | $4.0k | 73.00 | 54.25 | |
| Molson Coors Brewing Company (TAP) | 0.0 | $4.0k | 69.00 | 57.32 | |
| TowneBank (TOWN) | 0.0 | $4.0k | 116.00 | 34.06 | |
| Labcorp Holdings (LH) | 0.0 | $3.9k | 17.00 | 229.29 | |
| Apa Corporation (APA) | 0.0 | $3.8k | 164.00 | 23.09 | |
| Key (KEY) | 0.0 | $3.7k | 214.00 | 17.14 | |
| Fidelity MSCI Materials ETF Etf (FMAT) | 0.0 | $3.6k | 75.00 | 48.19 | |
| MGM Resorts International. (MGM) | 0.0 | $3.5k | 100.00 | 34.65 | |
| McCormick & Company, Incorporated (MKC) | 0.0 | $3.4k | 45.00 | 76.24 | |
| Targa Res Corp (TRGP) | 0.0 | $3.4k | 19.00 | 178.53 | |
| AmerisourceBergen (COR) | 0.0 | $3.4k | 15.00 | 224.67 | |
| Metropcs Communications (TMUS) | 0.0 | $3.3k | 15.00 | 220.73 | |
| J.M. Smucker Company (SJM) | 0.0 | $3.3k | 30.00 | 110.13 | |
| Fluor Corporation (FLR) | 0.0 | $3.3k | 66.00 | 49.32 | |
| Kinder Morgan (KMI) | 0.0 | $3.2k | 117.00 | 27.40 | |
| Viatris (VTRS) | 0.0 | $3.2k | 254.00 | 12.45 | |
| Huntington Bancshares Incorporated (HBAN) | 0.0 | $3.2k | 194.00 | 16.25 | |
| Fortune Brands (FBIN) | 0.0 | $3.1k | 45.00 | 68.33 | |
| Ametek (AME) | 0.0 | $3.1k | 17.00 | 180.24 | |
| Boston Scientific Corporation (BSX) | 0.0 | $3.0k | 34.00 | 89.32 | |
| Intercontinental Exchange (ICE) | 0.0 | $3.0k | 20.00 | 149.00 | |
| Match Group Ord Ord Shs (MTCH) | 0.0 | $3.0k | 91.00 | 32.71 | |
| Nasdaq Omx (NDAQ) | 0.0 | $2.9k | 38.00 | 77.32 | |
| Banco Santander (SAN) | 0.0 | $2.8k | 612.00 | 4.56 | |
| Cronos Group (CRON) | 0.0 | $2.8k | 1.4k | 2.02 | |
| Hypatia Women CEO ETF Etf (WCEO) | 0.0 | $2.7k | 90.00 | 30.23 | |
| Sba Communications Corp (SBAC) | 0.0 | $2.6k | 13.00 | 203.77 | |
| 21st Cent Fox Cl A Cl A (FOXA) | 0.0 | $2.6k | 54.00 | 48.57 | |
| Peloton Interactive Inc cl a (PTON) | 0.0 | $2.6k | 300.00 | 8.70 | |
| Palantir Technologies (PLTR) | 0.0 | $2.6k | 34.00 | 75.62 | |
| PNM Resources (TXNM) | 0.0 | $2.5k | 50.00 | 49.18 | |
| Mettler-Toledo International (MTD) | 0.0 | $2.4k | 2.00 | 1223.50 | |
| Innovative Industria A (IIPR) | 0.0 | $2.4k | 35.00 | 67.29 | |
| Sony Group Corp Adr (SONY) | 0.0 | $2.3k | 110.00 | 21.16 | |
| Huntington Ingalls Inds (HII) | 0.0 | $2.3k | 12.00 | 189.00 | |
| Schwab International Equity ETF Etf (SCHF) | 0.0 | $2.2k | 119.00 | 18.48 | |
| ConAgra Foods (CAG) | 0.0 | $2.2k | 78.00 | 27.76 | |
| Paccar (PCAR) | 0.0 | $2.1k | 20.00 | 104.00 | |
| Roper Industries (ROP) | 0.0 | $2.1k | 4.00 | 519.75 | |
| Deutsche Boerse Adr (DBOEY) | 0.0 | $2.1k | 90.00 | 23.01 | |
| Franklin Resources (BEN) | 0.0 | $1.9k | 96.00 | 20.29 | |
| Tredegar Corporation (TG) | 0.0 | $1.8k | 240.00 | 7.68 | |
| Host Hotels & Resorts (HST) | 0.0 | $1.8k | 104.00 | 17.52 | |
| Vulcan Materials Company (VMC) | 0.0 | $1.8k | 7.00 | 257.29 | |
| Xylem (XYL) | 0.0 | $1.7k | 15.00 | 116.00 | |
| eBay (EBAY) | 0.0 | $1.7k | 28.00 | 61.96 | |
| LTC Properties (LTC) | 0.0 | $1.7k | 50.00 | 34.56 | |
| Expeditors International of Washington (EXPD) | 0.0 | $1.7k | 15.00 | 110.80 | |
| Kyndryl Holdings Ord Wi (KD) | 0.0 | $1.7k | 48.00 | 34.60 | |
| Carnival Corporation (CCL) | 0.0 | $1.6k | 66.00 | 24.92 | |
| Sandoz Group Adr (SDZNY) | 0.0 | $1.5k | 37.00 | 40.51 | |
| Adyen Unspon 50 ADR Rep 1 Ord Ord Shs (ADYEY) | 0.0 | $1.5k | 100.00 | 14.66 | |
| Moody's Corporation (MCO) | 0.0 | $1.4k | 3.00 | 473.33 | |
| PPL Corporation (PPL) | 0.0 | $1.4k | 43.00 | 32.47 | |
| Sensata Technolo (ST) | 0.0 | $1.4k | 50.00 | 27.40 | |
| Cameco Corporation (CCJ) | 0.0 | $1.2k | 23.00 | 51.39 | |
| Nio Inc Ads Repstg Cl A Ord Cl A (NIO) | 0.0 | $1.1k | 243.00 | 4.36 | |
| Crown Castle Intl (CCI) | 0.0 | $1.0k | 11.00 | 91.27 | |
| American Water Works (AWK) | 0.0 | $996.000000 | 8.00 | 124.50 | |
| Washington REIT Reit (ELME) | 0.0 | $992.998500 | 65.00 | 15.28 | |
| Cenovus Energy (CVE) | 0.0 | $939.002400 | 62.00 | 15.15 | |
| F.N.B. Corporation (FNB) | 0.0 | $931.001400 | 63.00 | 14.78 | |
| SPDR Dow Jones Global Real Estate ETF Etf (RWO) | 0.0 | $919.999500 | 21.00 | 43.81 | |
| Whirlpool Corporation (WHR) | 0.0 | $916.000000 | 8.00 | 114.50 | |
| Affirm Hldgs (AFRM) | 0.0 | $913.999500 | 15.00 | 60.93 | |
| Align Technology (ALGN) | 0.0 | $834.000000 | 4.00 | 208.50 | |
| Lvmh Moet Adr (LVMUY) | 0.0 | $784.000200 | 6.00 | 130.67 | |
| Brookfield Reinsrnc Ex Votn Cl A Ord Ord Shs (BNT) | 0.0 | $746.999500 | 13.00 | 57.46 | |
| Nice Systems Adr (NICE) | 0.0 | $679.000000 | 4.00 | 169.75 | |
| Masterbrand Inc-w/i (MBC) | 0.0 | $657.000000 | 45.00 | 14.60 | |
| Credit Agricole Sa Un Adr (CRARY) | 0.0 | $649.002000 | 95.00 | 6.83 | |
| Societe Genrale Spn Adrf Adr (SCGLY) | 0.0 | $633.001600 | 112.00 | 5.65 | |
| Verisign (VRSN) | 0.0 | $621.000000 | 3.00 | 207.00 | |
| Ovintiv Ord Ord Shs (OVV) | 0.0 | $607.999500 | 15.00 | 40.53 | |
| Pentair cs (PNR) | 0.0 | $604.000200 | 6.00 | 100.67 | |
| Essex Property TRUST Reit (ESS) | 0.0 | $571.000000 | 2.00 | 285.50 | |
| Curaleaf Holdings Inc equities (CURLF) | 0.0 | $554.007200 | 356.00 | 1.56 | |
| Village Bk & Tr Finlcorp Etf (VBFC) | 0.0 | $544.000100 | 7.00 | 77.71 | |
| Brighthouse Finl (BHF) | 0.0 | $528.000000 | 11.00 | 48.00 | |
| Glencore Xstrata Adr (GLNCY) | 0.0 | $523.998000 | 60.00 | 8.73 | |
| Halliburton Company (HAL) | 0.0 | $516.999500 | 19.00 | 27.21 | |
| Invesco (IVZ) | 0.0 | $507.001200 | 29.00 | 17.48 | |
| Ardagh Metal Packaging S A (AMBP) | 0.0 | $482.000000 | 160.00 | 3.01 | |
| Dick's Sporting Goods (DKS) | 0.0 | $458.000000 | 2.00 | 229.00 | |
| Brookfield Renewable energy partners lpu (BEP) | 0.0 | $433.000500 | 19.00 | 22.79 | |
| Prospect Capital Corporation (PSEC) | 0.0 | $431.000000 | 100.00 | 4.31 | |
| Hf Sinclair Ord Ord Shs (DINO) | 0.0 | $420.999600 | 12.00 | 35.08 | |
| Co Diagnostics (CODX) | 0.0 | $394.012500 | 525.00 | 0.75 | |
| ARMOUR Residential REIT Reit (ARR) | 0.0 | $377.000000 | 20.00 | 18.85 | |
| Magnera Corp (MAGN) | 0.0 | $345.000100 | 19.00 | 18.16 | |
| Medtronic (MDT) | 0.0 | $297.000000 | 4.00 | 74.25 | |
| Proshares Bitcoin Strategy Etf Etf (BITO) | 0.0 | $273.000000 | 12.00 | 22.75 | |
| Occidental Petroleum Corporation (OXY) | 0.0 | $247.000000 | 5.00 | 49.40 | |
| Iberdrola SA Adr (IBDRY) | 0.0 | $221.000000 | 4.00 | 55.25 | |
| Nintendo Adr (NTDOY) | 0.0 | $219.000000 | 15.00 | 14.60 | |
| Altaba | 0.0 | $214.998300 | 57.00 | 3.77 | |
| Coca-Cola HBC Ord Shs (CCHGY) | 0.0 | $170.000000 | 5.00 | 34.00 | |
| Global X Blockchain ETF Etf (BKCH) | 0.0 | $153.999900 | 3.00 | 51.33 | |
| Canopy Growth CORP (CGC) | 0.0 | $132.000000 | 48.00 | 2.75 | |
| C3 Ai Inc Cl A Cl A (AI) | 0.0 | $102.999900 | 3.00 | 34.33 | |
| Beyond Meat (BYND) | 0.0 | $85.999300 | 23.00 | 3.74 | |
| Brookfield Renewable Corp Cl A Ex Sub Vtg (BEPC) | 0.0 | $83.000100 | 3.00 | 27.67 | |
| Under Armour Inc-class C CL C (UA) | 0.0 | $60.000000 | 8.00 | 7.50 | |
| Zimvie Ord Wi Ord Shs (ZIMV) | 0.0 | $56.000000 | 4.00 | 14.00 | |
| JetBlue Airways Corporation (JBLU) | 0.0 | $24.000000 | 3.00 | 8.00 | |
| Cel Sci | 0.0 | $11.001200 | 28.00 | 0.39 | |
| 1/100000 Wells Fargo P Preferred Stock | 0.0 | $6.220000 | 62k | 0.00 | |
| Wells Fargo & Co P Etf (WFCNP) | 0.0 | $6.000200 | 19.00 | 0.32 | |
| Commonwealth Bankshares | 0.0 | $0 | 1.1k | 0.00 | |
| Pharmanetics | 0.0 | $0 | 12k | 0.00 | |
| Luxeyard | 0.0 | $0 | 150.00 | 0.00 | |
| Validian | 0.0 | $0 | 50k | 0.00 | |
| Vanguard Total International Bond ETF Etf (BNDX) | 0.0 | $0 | 0 | 0.00 | |
| Nova Biogenetics | 0.0 | $0 | 28.00 | 0.00 | |
| Paragon Offshore Plc equity | 0.0 | $0 | 200.00 | 0.00 | |
| Schwab Strategic Tr 1000 Index Etf Etf (SCHK) | 0.0 | $0 | 0 | 0.00 | |
| iShares Broad USD High Yield Corp Bd ETF Etf (USHY) | 0.0 | $0 | 0 | 0.00 | |
| Medmen Enterprises Inc Com Npv Isin #ca58507m1077 Sedol #byvpjp9 (MMNFQ) | 0.0 | $0 | 125.00 | 0.00 | |
| Playstar Corp Ord Shs | 0.0 | $0 | 750.00 | 0.00 | |
| Advanced Explorations | 0.0 | $0 | 100.00 | 0.00 | |
| Abiomed Inc CVRXXX Contingent Value Right | 0.0 | $0 | 253.00 | 0.00 | |
| Shift Technologies Cl A Ord Cl A (SFTGQ) | 0.0 | $0 | 14.00 | 0.00 | |
| Gci Liberty Inc Xxx Submitted For Escrow Cl A Cl A | 0.0 | $0 | 3.6k | 0.00 | |
| Indigenous Bloom Hemp Corp (VRTHF) | 0.0 | $0 | 50.00 | 0.00 |