Heritage Wealth Advisors as of Sept. 30, 2025
Portfolio Holdings for Heritage Wealth Advisors
Heritage Wealth Advisors holds 600 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| IShares S&P 500 Index Etf (IVV) | 19.2 | $439M | 656k | 669.30 | |
| iShares Core MSCI EAFE Etf (IEFA) | 9.8 | $224M | 2.6M | 87.31 | |
| Alphabet Inc. Class C Cap Stk Cl C (GOOG) | 3.9 | $89M | 365k | 243.55 | |
| Microsoft Corporation (MSFT) | 3.8 | $86M | 166k | 517.95 | |
| Raytheon Technologies Corp (RTX) | 3.4 | $78M | 467k | 167.33 | |
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 3.3 | $75M | 1.1M | 68.58 | |
| iShares Russell Midcap Value Etf (IWS) | 3.2 | $73M | 525k | 139.67 | |
| Apple (AAPL) | 3.1 | $70M | 276k | 254.63 | |
| Berkshire Hathaway Cl B CL B (BRK.B) | 2.8 | $63M | 126k | 502.74 | |
| Johnson & Johnson (JNJ) | 2.7 | $63M | 338k | 185.42 | |
| MasterCard Incorporated (MA) | 2.7 | $63M | 110k | 568.81 | |
| iShares Core MSCI Emerging Markets ETF Etf (IEMG) | 2.5 | $58M | 878k | 65.92 | |
| Automatic Data Processing (ADP) | 2.4 | $56M | 189k | 293.50 | |
| Merck & Co (MRK) | 2.3 | $52M | 614k | 83.93 | |
| Wal-Mart Stores (WMT) | 2.2 | $51M | 495k | 103.06 | |
| Amazon (AMZN) | 2.2 | $50M | 227k | 219.57 | |
| Progressive Corporation (PGR) | 2.0 | $46M | 186k | 246.95 | |
| JPMorgan Chase & Co. (JPM) | 2.0 | $45M | 144k | 315.43 | |
| ConocoPhillips (COP) | 2.0 | $45M | 478k | 94.59 | |
| Duke Energy (DUK) | 1.8 | $40M | 324k | 123.75 | |
| Home Depot (HD) | 1.7 | $39M | 96k | 405.19 | |
| Union Pacific Corporation (UNP) | 1.7 | $38M | 160k | 236.37 | |
| iShares Core S&P Total US Stock Mkt Etf (ITOT) | 1.6 | $38M | 258k | 145.65 | |
| McDonald's Corporation (MCD) | 1.6 | $36M | 118k | 303.89 | |
| Williams Companies (WMB) | 1.2 | $28M | 435k | 63.35 | |
| Vanguard Total World Stock ETF Etf (VT) | 1.1 | $25M | 178k | 137.80 | |
| Vanguard 500 ETF Etf (VOO) | 1.0 | $22M | 36k | 612.37 | |
| iShares MSCI ACWI ex US ETF Etf (ACWX) | 0.9 | $20M | 309k | 65.01 | |
| iShares MSCI EAFE Etf (EFA) | 0.7 | $16M | 166k | 93.37 | |
| Markel Corporation (MKL) | 0.7 | $15M | 8.1k | 1911.36 | |
| Philip Morris International (PM) | 0.5 | $12M | 76k | 162.20 | |
| SPDR S&P 500 Index Etf (SPY) | 0.5 | $12M | 18k | 666.18 | |
| Enterprise Prd Prtnrs Com Ut Ltd Ptn (EPD) | 0.5 | $12M | 367k | 31.27 | |
| Vanguard Dividend Appreciation Etf (VIG) | 0.4 | $9.3M | 43k | 215.79 | |
| NVIDIA Corporation (NVDA) | 0.3 | $7.8M | 42k | 186.58 | |
| Ishares S&P 500 Growth Etf (IVW) | 0.3 | $7.3M | 61k | 120.72 | |
| Alphabet Inc. Class A Cap Stk Cl A (GOOGL) | 0.3 | $6.9M | 28k | 243.10 | |
| Visa (V) | 0.3 | $6.9M | 20k | 341.38 | |
| iShares MSCI Emrg Mkt Etf (EEM) | 0.3 | $6.5M | 122k | 53.40 | |
| Altria (MO) | 0.3 | $5.8M | 88k | 66.06 | |
| Fairfax Financial Holdings Lim (FRFHF) | 0.2 | $4.7M | 2.7k | 1749.89 | |
| Sector Spdr Tech Select Etf (XLK) | 0.2 | $4.6M | 16k | 281.86 | |
| Ishares S&P Midcap Etf (IJJ) | 0.2 | $4.2M | 38k | 110.95 | |
| iShares S&P 100 Etf (OEF) | 0.2 | $3.8M | 12k | 332.84 | |
| Exxon Mobil Corporation (XOM) | 0.2 | $3.7M | 33k | 112.75 | |
| iShares ESG Aware MSCI EAFE ETF Etf (ESGD) | 0.1 | $3.3M | 35k | 92.98 | |
| Oracle Corporation (ORCL) | 0.1 | $2.9M | 10k | 281.25 | |
| Pepsi (PEP) | 0.1 | $2.7M | 19k | 140.44 | |
| Invesco S&P 500 Equal Weight ETF Etf (RSP) | 0.1 | $2.7M | 14k | 189.70 | |
| Invesco S&P 500 Quality ETF Etf (SPHQ) | 0.1 | $2.5M | 35k | 73.29 | |
| Vanguard Mid-Cap ETF Etf (VO) | 0.1 | $2.5M | 8.6k | 293.74 | |
| CSX Corporation (CSX) | 0.1 | $2.5M | 71k | 35.51 | |
| Lowe's Companies (LOW) | 0.1 | $2.5M | 9.9k | 251.31 | |
| Raymond James Financial (RJF) | 0.1 | $2.3M | 13k | 172.60 | |
| Berkshire Hathaway Inc A Cl A (BRK.A) | 0.1 | $2.3M | 3.00 | 754200.00 | |
| Costco Wholesale Corporation (COST) | 0.1 | $2.2M | 2.3k | 925.63 | |
| Ishares Russell Midcap Etf (IWR) | 0.1 | $2.2M | 22k | 96.55 | |
| Mondelez Intl Inc Cl A Cl A (MDLZ) | 0.1 | $1.9M | 31k | 62.47 | |
| Truist Financial Corp equities (TFC) | 0.1 | $1.8M | 39k | 45.72 | |
| Vanguard Total Stock Mkt Etf (VTI) | 0.1 | $1.8M | 5.4k | 328.15 | |
| iShares ESG Aware MSCI EM ETF Etf (ESGE) | 0.1 | $1.7M | 40k | 43.42 | |
| SPDR Gold MiniShares Etf (GLDM) | 0.1 | $1.7M | 22k | 76.45 | |
| Abbvie (ABBV) | 0.1 | $1.5M | 6.5k | 231.54 | |
| Chevron Corporation (CVX) | 0.1 | $1.5M | 9.6k | 155.29 | |
| Procter & Gamble Company (PG) | 0.1 | $1.5M | 9.5k | 153.65 | |
| Cisco Systems (CSCO) | 0.1 | $1.4M | 21k | 68.42 | |
| Trane Technologies (TT) | 0.1 | $1.4M | 3.4k | 421.96 | |
| Norfolk Southern (NSC) | 0.1 | $1.3M | 4.4k | 300.38 | |
| Ishares Tr Russell Etf (IWB) | 0.1 | $1.3M | 3.5k | 365.48 | |
| American Century U.S. Quality Value ETF Etf (VALQ) | 0.1 | $1.3M | 20k | 64.46 | |
| Facebook Inc cl a (META) | 0.1 | $1.3M | 1.7k | 734.17 | |
| Dimensional U S Core Equity 2 Etf Etf (DFAC) | 0.1 | $1.2M | 32k | 38.57 | |
| Abbott Laboratories (ABT) | 0.1 | $1.2M | 9.3k | 133.94 | |
| Caterpillar (CAT) | 0.1 | $1.2M | 2.6k | 477.15 | |
| Netflix (NFLX) | 0.1 | $1.2M | 1.0k | 1198.92 | |
| Qualcomm (QCOM) | 0.1 | $1.1M | 6.9k | 166.36 | |
| Blackrock (BLK) | 0.0 | $1.1M | 944.00 | 1165.87 | |
| General Electric (GE) | 0.0 | $1.1M | 3.6k | 300.82 | |
| Coca-Cola Company (KO) | 0.0 | $1.1M | 16k | 66.32 | |
| Ishares Russell 2000 Etf (IWM) | 0.0 | $1.1M | 4.4k | 241.97 | |
| Broadcom (AVGO) | 0.0 | $1.1M | 3.2k | 329.91 | |
| International Business Machines (IBM) | 0.0 | $1.1M | 3.7k | 282.16 | |
| Universal Corporation (UVV) | 0.0 | $1.0M | 18k | 55.87 | |
| Bank of America Corporation (BAC) | 0.0 | $1.0M | 19k | 51.59 | |
| Applied Materials (AMAT) | 0.0 | $995k | 4.9k | 204.74 | |
| Nuveen ESG Mid-Cap Value ETF Etf (NUMV) | 0.0 | $993k | 26k | 38.69 | |
| Select Sector Spdr Trust The Utilities Select Sect Etf (XLU) | 0.0 | $973k | 11k | 87.21 | |
| PowerShares QQQ ETF Etf (QQQ) | 0.0 | $959k | 1.6k | 600.37 | |
| Sector Spdr Fincl Select Etf (XLF) | 0.0 | $911k | 17k | 53.87 | |
| Anthem (ELV) | 0.0 | $903k | 2.8k | 323.12 | |
| Sector Spdr Health Fund Etf (XLV) | 0.0 | $890k | 6.4k | 139.17 | |
| Dominion Resources (D) | 0.0 | $889k | 15k | 61.17 | |
| Morgan Stanley Com New (MS) | 0.0 | $864k | 5.4k | 158.96 | |
| Vanguard Value ETF Etf (VTV) | 0.0 | $837k | 4.5k | 186.49 | |
| Goldman Sachs (GS) | 0.0 | $827k | 1.0k | 796.35 | |
| Eli Lilly & Co. (LLY) | 0.0 | $825k | 1.1k | 763.00 | |
| Ishares Russell Midcap Growth Etf (IWP) | 0.0 | $805k | 5.7k | 142.41 | |
| Thermo Fisher Scientific (TMO) | 0.0 | $789k | 1.6k | 485.02 | |
| Emerson Electric (EMR) | 0.0 | $781k | 6.0k | 131.18 | |
| Intuitive Surgical (ISRG) | 0.0 | $761k | 1.7k | 447.23 | |
| Atlantic Union B (AUB) | 0.0 | $744k | 21k | 35.29 | |
| Udr (UDR) | 0.0 | $742k | 20k | 37.26 | |
| Intuit (INTU) | 0.0 | $740k | 1.1k | 683.01 | |
| Blackstone Group Com Unit Ltd (BX) | 0.0 | $726k | 4.2k | 170.85 | |
| Illinois Tool Works (ITW) | 0.0 | $720k | 2.8k | 260.72 | |
| Taiwan Semiconductr Adrf Adr (TSM) | 0.0 | $714k | 2.6k | 279.29 | |
| P10 Inc. Class A Cl A (PX) | 0.0 | $710k | 65k | 10.88 | |
| Ishares S&P Smcap Value Etf (IJS) | 0.0 | $693k | 6.3k | 110.59 | |
| iShares US Healthcare Etf (IYH) | 0.0 | $686k | 12k | 58.72 | |
| Zoetis Inc Cl A (ZTS) | 0.0 | $661k | 4.5k | 146.32 | |
| Tri-Continental Corporation (TY) | 0.0 | $647k | 19k | 34.00 | |
| United Rentals (URI) | 0.0 | $637k | 667.00 | 954.66 | |
| Ishares Russell 2000 Value ETF Etf (IWN) | 0.0 | $637k | 3.6k | 176.81 | |
| Fairfax India Hldgs Corp Com Sub Vtg (FFXDF) | 0.0 | $625k | 36k | 17.25 | |
| Vanguard FTSE International Etf (VEA) | 0.0 | $620k | 10k | 59.92 | |
| NewMarket Corporation (NEU) | 0.0 | $609k | 735.00 | 828.21 | |
| General Dynamics Corporation (GD) | 0.0 | $604k | 1.8k | 341.00 | |
| Cintas Corporation (CTAS) | 0.0 | $600k | 2.9k | 205.26 | |
| Southern Company (SO) | 0.0 | $590k | 6.2k | 94.77 | |
| Vanguard Information Technology ETF Etf (VGT) | 0.0 | $579k | 776.00 | 746.63 | |
| Ge Vernova (GEV) | 0.0 | $557k | 906.00 | 614.90 | |
| Amgen (AMGN) | 0.0 | $557k | 2.0k | 282.20 | |
| SYSCO Corporation (SYY) | 0.0 | $542k | 6.6k | 82.34 | |
| Spdr Gold TRUST Etf (GLD) | 0.0 | $535k | 1.5k | 355.47 | |
| Honeywell International (HON) | 0.0 | $529k | 2.5k | 210.48 | |
| Vanguard Reit Reit (VNQ) | 0.0 | $523k | 5.7k | 91.42 | |
| iShares MSCI Global Mtls&Mng Prdcrs ETF Etf (PICK) | 0.0 | $521k | 12k | 44.50 | |
| Broadridge Financial Solutions (BR) | 0.0 | $507k | 2.1k | 238.17 | |
| Vanguard Index Funds Vanguard High Dividend Yield Etf (VYM) | 0.0 | $507k | 3.6k | 140.95 | |
| Marriott Intl Inc Cl A Cl A (MAR) | 0.0 | $493k | 1.9k | 260.44 | |
| United Bankshares (UBSI) | 0.0 | $491k | 13k | 37.21 | |
| American Express Company (AXP) | 0.0 | $474k | 1.4k | 332.16 | |
| Vanguard S&P 500 Value ETF Etf (VOOV) | 0.0 | $466k | 2.3k | 199.45 | |
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $464k | 1.5k | 309.74 | |
| Verizon Communications (VZ) | 0.0 | $453k | 10k | 43.95 | |
| Ishares Barclays Aggregate Bond Etf (AGG) | 0.0 | $453k | 4.5k | 100.24 | |
| Microchip Technology (MCHP) | 0.0 | $452k | 7.0k | 64.22 | |
| Fiserv (FI) | 0.0 | $446k | 3.5k | 128.93 | |
| Starbucks Corporation (SBUX) | 0.0 | $440k | 5.2k | 84.60 | |
| Texas Instruments Incorporated (TXN) | 0.0 | $433k | 2.4k | 183.73 | |
| Fastenal Company (FAST) | 0.0 | $428k | 8.7k | 49.04 | |
| Nextera Energy (NEE) | 0.0 | $426k | 5.6k | 75.49 | |
| Cbre Group Inc Cl A (CBRE) | 0.0 | $416k | 2.6k | 157.56 | |
| Teledyne Technologies Incorporated (TDY) | 0.0 | $415k | 708.00 | 586.04 | |
| Waste Management (WM) | 0.0 | $407k | 1.8k | 220.83 | |
| Adobe Systems Incorporated (ADBE) | 0.0 | $402k | 1.1k | 352.75 | |
| McKesson Corporation (MCK) | 0.0 | $400k | 518.00 | 772.54 | |
| Calvert Us Lrg Cap Respo Indx Etf Etf (CVLC) | 0.0 | $399k | 4.9k | 81.87 | |
| Entergy Corporation (ETR) | 0.0 | $399k | 4.3k | 93.19 | |
| Air Products & Chemicals (APD) | 0.0 | $397k | 1.5k | 272.72 | |
| Amphenol Corp Cl A Cl A (APH) | 0.0 | $395k | 3.2k | 123.75 | |
| Diageo Spon Adr New (DEO) | 0.0 | $390k | 4.1k | 95.43 | |
| PNC Financial Services (PNC) | 0.0 | $388k | 1.9k | 200.89 | |
| Vanguard Growth ETF Etf (VUG) | 0.0 | $386k | 805.00 | 479.40 | |
| Brookfield Asset Management (BAM) | 0.0 | $379k | 6.6k | 56.94 | |
| 3M Company (MMM) | 0.0 | $359k | 2.3k | 155.17 | |
| Paychex (PAYX) | 0.0 | $349k | 2.8k | 126.76 | |
| Advanced Micro Devices (AMD) | 0.0 | $348k | 2.1k | 161.79 | |
| Micron Technology (MU) | 0.0 | $342k | 2.0k | 167.32 | |
| Fortinet (FTNT) | 0.0 | $341k | 4.1k | 84.08 | |
| Vanguard Mid Cap Value Etf (VOE) | 0.0 | $340k | 1.9k | 174.58 | |
| Blue Ridge Bank (BRBS) | 0.0 | $331k | 78k | 4.23 | |
| Capital One Financial (COF) | 0.0 | $329k | 1.5k | 212.59 | |
| Ishares S&P Small-Cap Etf (IJT) | 0.0 | $324k | 2.3k | 141.50 | |
| NetApp (NTAP) | 0.0 | $323k | 2.7k | 118.46 | |
| Northrop Grumman Corporation (NOC) | 0.0 | $323k | 530.00 | 609.32 | |
| Ishares Dj Select Div Etf (DVY) | 0.0 | $321k | 2.3k | 142.10 | |
| iShares Currency Hedged MSCI EAFE Etf (HEFA) | 0.0 | $321k | 8.1k | 39.61 | |
| Dover Corporation (DOV) | 0.0 | $318k | 1.9k | 166.83 | |
| CarMax (KMX) | 0.0 | $313k | 7.0k | 44.87 | |
| Corning Incorporated (GLW) | 0.0 | $312k | 3.8k | 82.03 | |
| Nucor Corporation (NUE) | 0.0 | $304k | 2.2k | 135.43 | |
| Deere & Company (DE) | 0.0 | $304k | 665.00 | 457.26 | |
| Cigna Corp (CI) | 0.0 | $292k | 1.0k | 288.25 | |
| Intel Corporation (INTC) | 0.0 | $292k | 8.7k | 33.55 | |
| Aon Plc Com Usd0.01 Cl A Cl A (AON) | 0.0 | $286k | 803.00 | 356.58 | |
| Biogen Idec (BIIB) | 0.0 | $280k | 2.0k | 140.08 | |
| Diamonds TRUST Series I Ut Ser 1 (DIA) | 0.0 | $278k | 600.00 | 463.74 | |
| At&t (T) | 0.0 | $271k | 9.6k | 28.24 | |
| Danaher Corporation (DHR) | 0.0 | $271k | 1.4k | 198.26 | |
| Parker-Hannifin Corporation (PH) | 0.0 | $267k | 352.00 | 758.15 | |
| L3harris Technologies (LHX) | 0.0 | $260k | 852.00 | 305.41 | |
| Allstate Corporation (ALL) | 0.0 | $258k | 1.2k | 214.65 | |
| Boeing Company (BA) | 0.0 | $258k | 1.2k | 215.83 | |
| Vanguard Total International Stock ETF Etf (VXUS) | 0.0 | $253k | 3.4k | 73.46 | |
| Enbridge (ENB) | 0.0 | $253k | 5.0k | 50.46 | |
| Ishares Nasdaq Biotechnology Etf (IBB) | 0.0 | $253k | 1.8k | 144.37 | |
| Gilead Sciences (GILD) | 0.0 | $250k | 2.3k | 111.00 | |
| Seagate Technology (STX) | 0.0 | $248k | 1.1k | 236.06 | |
| Hca Holdings (HCA) | 0.0 | $246k | 578.00 | 426.17 | |
| Encompass Health Corp (EHC) | 0.0 | $244k | 1.9k | 127.02 | |
| Albemarle Corporation (ALB) | 0.0 | $243k | 3.0k | 81.08 | |
| Main Street Capital Corporation (MAIN) | 0.0 | $229k | 3.6k | 63.59 | |
| Iron Mountain Reit (IRM) | 0.0 | $227k | 2.2k | 101.94 | |
| Kimberly-Clark Corporation (KMB) | 0.0 | $226k | 1.8k | 124.34 | |
| Owens & Minor (OMI) | 0.0 | $225k | 47k | 4.80 | |
| Ingersoll Rand (IR) | 0.0 | $225k | 2.7k | 82.62 | |
| Chubb (CB) | 0.0 | $222k | 787.00 | 282.24 | |
| W.R. Berkley Corporation (WRB) | 0.0 | $219k | 2.9k | 76.62 | |
| Kinsale Cap Group (KNSL) | 0.0 | $206k | 485.00 | 425.26 | |
| Novartis A G Adr (NVS) | 0.0 | $200k | 1.6k | 128.24 | |
| D-wave Quantum (QBTS) | 0.0 | $197k | 8.0k | 24.71 | |
| Walt Disney Company (DIS) | 0.0 | $197k | 1.7k | 114.50 | |
| Schwab US Large-Cap Growth ETF Etf (SCHG) | 0.0 | $196k | 6.1k | 31.91 | |
| Canadian Pacific Kansas City (CP) | 0.0 | $196k | 2.6k | 74.49 | |
| Kraft Heinz (KHC) | 0.0 | $191k | 7.3k | 26.04 | |
| salesforce (CRM) | 0.0 | $187k | 787.00 | 237.00 | |
| Sempra Energy (SRE) | 0.0 | $184k | 2.0k | 89.98 | |
| Target Corporation (TGT) | 0.0 | $181k | 2.0k | 89.70 | |
| SPDR S&P Bank ETF Etf (KBE) | 0.0 | $178k | 3.0k | 59.42 | |
| Epr Properties (EPR) | 0.0 | $174k | 3.0k | 58.01 | |
| Prologis Reit (PLD) | 0.0 | $172k | 1.5k | 114.52 | |
| American Electric Power Company (AEP) | 0.0 | $168k | 1.5k | 112.50 | |
| Prudential Financial (PRU) | 0.0 | $166k | 1.6k | 103.74 | |
| United Parcel Service B CL B (UPS) | 0.0 | $161k | 1.9k | 83.55 | |
| Edwards Lifesciences (EW) | 0.0 | $160k | 2.1k | 77.77 | |
| TJX Companies (TJX) | 0.0 | $156k | 1.1k | 144.54 | |
| Tesla Motors (TSLA) | 0.0 | $151k | 340.00 | 444.72 | |
| Dex (DXCM) | 0.0 | $151k | 2.2k | 67.29 | |
| Ross Stores (ROST) | 0.0 | $149k | 980.00 | 152.39 | |
| Avery Dennison Corporation (AVY) | 0.0 | $148k | 911.00 | 162.17 | |
| Apollo Global Management LLC Class A Cl A (APO) | 0.0 | $147k | 1.1k | 133.27 | |
| Citigroup (C) | 0.0 | $144k | 1.4k | 101.50 | |
| iShares Silver Trust Etf (SLV) | 0.0 | $143k | 3.4k | 42.37 | |
| Genuine Parts Company (GPC) | 0.0 | $139k | 1.0k | 138.60 | |
| SPDR Portfolio S&P 500 Value ETF Etf (SPYV) | 0.0 | $138k | 2.5k | 55.33 | |
| KLA-Tencor Corporation (KLAC) | 0.0 | $135k | 125.00 | 1078.60 | |
| Unilever Adr (UL) | 0.0 | $135k | 2.3k | 59.28 | |
| Wells Fargo & Company (WFC) | 0.0 | $135k | 1.6k | 83.82 | |
| Gildan Activewear Inc Com Cad (GIL) | 0.0 | $134k | 2.3k | 57.80 | |
| Vanguard Health Care ETF Etf (VHT) | 0.0 | $133k | 512.00 | 259.75 | |
| Schwab US Large-Cap ETF Etf (SCHX) | 0.0 | $131k | 5.0k | 26.34 | |
| ETFS Physical Palladium Etf (PALL) | 0.0 | $128k | 1.1k | 114.17 | |
| Vanguard Mega Cap ETF Etf (MGC) | 0.0 | $128k | 526.00 | 244.09 | |
| Ameriprise Financial (AMP) | 0.0 | $125k | 254.00 | 491.25 | |
| Ptc (PTC) | 0.0 | $125k | 614.00 | 203.02 | |
| Nxp Semiconductors N V (NXPI) | 0.0 | $121k | 531.00 | 227.85 | |
| Pfizer (PFE) | 0.0 | $121k | 4.7k | 25.48 | |
| Accenture Ltd Cl A Cl A (ACN) | 0.0 | $121k | 489.00 | 246.81 | |
| Stantec (STN) | 0.0 | $120k | 1.1k | 107.80 | |
| Comcast Corp New Cl A Cl A (CMCSA) | 0.0 | $119k | 3.8k | 31.42 | |
| Vanguard Intl Eqty Index Etf (VEU) | 0.0 | $114k | 1.6k | 71.38 | |
| Quest Diagnostics Incorporated (DGX) | 0.0 | $112k | 590.00 | 190.58 | |
| Sprott Physical Gold & Silver Trust Etf (CEF) | 0.0 | $110k | 3.0k | 36.69 | |
| Roku Inc Com Cl A Cl A (ROKU) | 0.0 | $107k | 1.1k | 100.13 | |
| Genworth Financial (GNW) | 0.0 | $102k | 12k | 8.90 | |
| Southwest Airlines (LUV) | 0.0 | $101k | 3.2k | 31.91 | |
| Canadian Natl Ry (CNI) | 0.0 | $100k | 1.1k | 94.30 | |
| Nestle S A Reg B Adr (NSRGY) | 0.0 | $99k | 1.1k | 91.77 | |
| Motorola Solutions Com New (MSI) | 0.0 | $97k | 211.00 | 458.11 | |
| Vanguard Small Cap Etf (VB) | 0.0 | $95k | 373.00 | 254.28 | |
| Valero Energy Corporation (VLO) | 0.0 | $94k | 555.00 | 170.11 | |
| Analog Devices (ADI) | 0.0 | $94k | 382.00 | 245.91 | |
| Rbc Cad (RY) | 0.0 | $88k | 600.00 | 147.32 | |
| Bp Adr (BP) | 0.0 | $88k | 2.5k | 34.46 | |
| Energy Transfer Equity Com Ut Ltd Ptn (ET) | 0.0 | $88k | 5.1k | 17.16 | |
| Vanguard Emerging Market Etf (VWO) | 0.0 | $86k | 1.6k | 54.18 | |
| Nortonlifelock (GEN) | 0.0 | $85k | 3.0k | 28.39 | |
| Vici Pptys (VICI) | 0.0 | $85k | 2.6k | 32.61 | |
| Aptar (ATR) | 0.0 | $84k | 630.00 | 133.66 | |
| Xcel Energy (XEL) | 0.0 | $84k | 1.0k | 80.65 | |
| IDEXX Laboratories (IDXX) | 0.0 | $84k | 131.00 | 638.89 | |
| Ares Capital Corporation (ARCC) | 0.0 | $84k | 4.1k | 20.41 | |
| Fidelity Wise Origin Bitcoin Fund Etf (FBTC) | 0.0 | $82k | 817.00 | 99.76 | |
| Toast (TOST) | 0.0 | $80k | 2.2k | 36.51 | |
| DFA TA World ex US Core Equity I Etf (DFAX) | 0.0 | $79k | 2.5k | 31.38 | |
| Hanover Insurance (THG) | 0.0 | $78k | 430.00 | 181.63 | |
| Sector Spdr Materials Etf (XLB) | 0.0 | $76k | 850.00 | 89.62 | |
| iShares Core Dividend Growth ETF Etf (DGRO) | 0.0 | $75k | 1.1k | 68.08 | |
| HEICO Corporation (HEI.A) | 0.0 | $74k | 291.00 | 254.09 | |
| Ford Motor Company (F) | 0.0 | $73k | 6.1k | 11.96 | |
| City Holding Company (CHCO) | 0.0 | $72k | 581.00 | 123.87 | |
| Oneok (OKE) | 0.0 | $68k | 934.00 | 72.97 | |
| National Retail Properties (NNN) | 0.0 | $68k | 1.6k | 42.57 | |
| iShares US Real Estate ETF Etf (IYR) | 0.0 | $68k | 700.00 | 97.08 | |
| J.B. Hunt Transport Services (JBHT) | 0.0 | $67k | 500.00 | 134.17 | |
| Vanguard Tax-Exempt Bond ETF Etf (VTEB) | 0.0 | $67k | 1.3k | 50.07 | |
| Realty Income (O) | 0.0 | $66k | 1.1k | 60.79 | |
| Marsh & McLennan Companies (MMC) | 0.0 | $65k | 324.00 | 201.48 | |
| Rush Enterprises (RUSHB) | 0.0 | $65k | 1.1k | 57.42 | |
| Eversource Energy (ES) | 0.0 | $64k | 900.00 | 71.14 | |
| Ingredion Incorporated (INGR) | 0.0 | $64k | 522.00 | 122.11 | |
| DTE Energy Company (DTE) | 0.0 | $64k | 450.00 | 141.43 | |
| Nike Inc Class B CL B (NKE) | 0.0 | $64k | 912.00 | 69.73 | |
| Brookfield Infrastructure Corp Com Sub Vtg A (BIPC) | 0.0 | $61k | 1.5k | 41.12 | |
| Janus Henderson AAA CLO ETF Etf (JAAA) | 0.0 | $61k | 1.2k | 50.80 | |
| Mplx (MPLX) | 0.0 | $60k | 1.2k | 49.93 | |
| AutoZone (AZO) | 0.0 | $60k | 14.00 | 4290.21 | |
| WisdomTree SmallCap Dividend ETF Etf (DES) | 0.0 | $60k | 1.8k | 33.68 | |
| Cincinnati Financial Corporation (CINF) | 0.0 | $59k | 372.00 | 158.10 | |
| Novo-Nordisk A-S Adr (NVO) | 0.0 | $58k | 1.1k | 55.49 | |
| Colgate-Palmolive Company (CL) | 0.0 | $56k | 700.00 | 79.94 | |
| Travelers Companies (TRV) | 0.0 | $55k | 197.00 | 279.22 | |
| General Motors Company (GM) | 0.0 | $54k | 879.00 | 60.98 | |
| Br Amer Tobacco Plc Adrf Adr (BTI) | 0.0 | $53k | 1.0k | 53.08 | |
| CVS Caremark Corporation (CVS) | 0.0 | $53k | 700.00 | 75.39 | |
| Humana (HUM) | 0.0 | $51k | 195.00 | 260.17 | |
| Eaton (ETN) | 0.0 | $50k | 134.00 | 374.25 | |
| Evergy (EVRG) | 0.0 | $50k | 658.00 | 76.02 | |
| Becton, Dickinson and (BDX) | 0.0 | $50k | 267.00 | 186.90 | |
| Atlant Un Bk 400 Ds Rp 1 Srs A Prf Preferred Stock (AUB.PA) | 0.0 | $48k | 1.9k | 25.09 | |
| Schlumberger (SLB) | 0.0 | $48k | 1.4k | 34.37 | |
| COPT Defense Properties Reit (CDP) | 0.0 | $47k | 1.6k | 29.06 | |
| Constellation Energy (CEG) | 0.0 | $46k | 141.00 | 329.40 | |
| Essential Properties Realty Trust Reit (EPRT) | 0.0 | $46k | 1.6k | 29.76 | |
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 0.0 | $46k | 436.00 | 104.45 | |
| Electronic Arts (EA) | 0.0 | $45k | 225.00 | 201.70 | |
| Vanguard Intl Div Apprec ETF Etf (VIGI) | 0.0 | $45k | 502.00 | 89.57 | |
| AvalonBay Communities (AVB) | 0.0 | $44k | 228.00 | 193.17 | |
| Willis Towers Watson (WTW) | 0.0 | $44k | 127.00 | 345.45 | |
| Dell Technologies (DELL) | 0.0 | $43k | 305.00 | 141.77 | |
| Lennar Corp Cl A Cl A (LEN) | 0.0 | $43k | 342.00 | 126.04 | |
| Carrier Global Corporation (CARR) | 0.0 | $42k | 700.00 | 59.70 | |
| Fidelity Ethereum Fund ETF Etf (FETH) | 0.0 | $42k | 1.0k | 41.55 | |
| J P Morgan Nasdaq Eqt Prm Inc Etf Etf (JEPQ) | 0.0 | $41k | 717.00 | 57.52 | |
| RPM International (RPM) | 0.0 | $41k | 346.00 | 117.88 | |
| Vanguard Mid-Cap Growth ETF Etf (VOT) | 0.0 | $41k | 138.00 | 294.34 | |
| Bristol Myers Squibb (BMY) | 0.0 | $41k | 900.00 | 45.10 | |
| iShares Core MSCI Total Intl Stk ETF Etf (IXUS) | 0.0 | $40k | 490.00 | 82.51 | |
| Select Stoxx Europe Aspc Dfn Etf Etf (EUAD) | 0.0 | $40k | 841.00 | 46.97 | |
| Verisk Analytics Inc Cla Cl A (VRSK) | 0.0 | $40k | 157.00 | 251.51 | |
| Lucid Group (LCID) | 0.0 | $39k | 1.7k | 23.79 | |
| Vanguard Small-Cap Value ETF Etf (VBR) | 0.0 | $38k | 183.00 | 208.71 | |
| SPDR Portfolio S&P 500 ETF Etf (SPLG) | 0.0 | $38k | 484.00 | 78.34 | |
| Veralto Ord Wi Ord Shs (VLTO) | 0.0 | $37k | 350.00 | 106.72 | |
| Toro Company (TTC) | 0.0 | $37k | 490.00 | 76.20 | |
| Ge Healthcare Technologies Ord Wi Ord Shs (GEHC) | 0.0 | $37k | 490.00 | 75.10 | |
| Cardinal Health (CAH) | 0.0 | $36k | 228.00 | 156.96 | |
| InvenTrust Properties Corp. Reit (IVT) | 0.0 | $36k | 1.3k | 28.62 | |
| Linkbancorp Ord Ord Shs (LNKB) | 0.0 | $35k | 4.9k | 7.13 | |
| Applovin Corp Cl A Cl A (APP) | 0.0 | $35k | 49.00 | 711.73 | |
| CareTrust REIT Reit (CTRE) | 0.0 | $35k | 1.0k | 34.68 | |
| New Jersey Resources Corporation (NJR) | 0.0 | $34k | 700.00 | 48.15 | |
| Dupont De Nemours (DD) | 0.0 | $33k | 424.00 | 77.90 | |
| Old Dominion Freight Line (ODFL) | 0.0 | $33k | 232.00 | 140.78 | |
| Etsy (ETSY) | 0.0 | $33k | 490.00 | 66.39 | |
| Highwoods Properties (HIW) | 0.0 | $32k | 1.0k | 31.82 | |
| John B. Sanfilippo & Son (JBSS) | 0.0 | $32k | 500.00 | 64.28 | |
| Ishares S&P Smallcap Core ETF Etf (IJR) | 0.0 | $31k | 265.00 | 118.61 | |
| Brookfield Infrastructure Part (BIP) | 0.0 | $31k | 950.00 | 32.89 | |
| Starwood Property Trust Reit (STWD) | 0.0 | $31k | 1.6k | 19.37 | |
| Owl Rock Capital Corporation (OBDC) | 0.0 | $31k | 2.4k | 12.77 | |
| AutoNation (AN) | 0.0 | $30k | 138.00 | 218.77 | |
| Unum (UNM) | 0.0 | $30k | 387.00 | 77.78 | |
| Companhia Vale Do Adr (RIO) | 0.0 | $30k | 453.00 | 66.01 | |
| CMS Energy Corporation (CMS) | 0.0 | $29k | 400.00 | 73.26 | |
| Alexandria Real Estate Equities (ARE) | 0.0 | $29k | 350.00 | 83.34 | |
| Broadstone Net Lease Ord Ord Shs (BNL) | 0.0 | $28k | 1.6k | 17.87 | |
| Solventum Corp (SOLV) | 0.0 | $28k | 386.00 | 73.00 | |
| Everest Re Group (EG) | 0.0 | $28k | 80.00 | 350.23 | |
| Pimco Corporate Opportunity Fund Etf (PTY) | 0.0 | $28k | 1.9k | 14.44 | |
| Omega Healthcare Investors (OHI) | 0.0 | $27k | 650.00 | 42.22 | |
| Wp Carey (WPC) | 0.0 | $27k | 402.00 | 67.57 | |
| Tcg Bdc (CGBD) | 0.0 | $26k | 2.1k | 12.50 | |
| Moderna (MRNA) | 0.0 | $26k | 1.0k | 25.83 | |
| iShares Bitcoin Trust ETF Etf (IBIT) | 0.0 | $26k | 395.00 | 65.00 | |
| Lockheed Martin Corporation (LMT) | 0.0 | $25k | 50.00 | 499.22 | |
| Zoom Video Communications In cl a (ZM) | 0.0 | $25k | 300.00 | 82.50 | |
| AES Corporation (AES) | 0.0 | $25k | 1.9k | 13.16 | |
| EOG Resources (EOG) | 0.0 | $24k | 218.00 | 112.12 | |
| UGI Corporation (UGI) | 0.0 | $24k | 720.00 | 33.26 | |
| Kontoor Brands (KTB) | 0.0 | $24k | 300.00 | 79.77 | |
| MercadoLibre (MELI) | 0.0 | $23k | 10.00 | 2336.90 | |
| SPDR S&P 500 Growth Etf (SPYG) | 0.0 | $23k | 223.00 | 104.51 | |
| iShares Russell Top 200 Growth ETF Etf (IWY) | 0.0 | $23k | 83.00 | 273.65 | |
| Fidelity Enhanced Large Cap Etf Etf (FELG) | 0.0 | $23k | 552.00 | 41.12 | |
| iShares MSCI KLD 400 Social ETF Etf (DSI) | 0.0 | $23k | 180.00 | 125.95 | |
| Schwab US Dividend Equity ETF Etf (SCHD) | 0.0 | $23k | 830.00 | 27.30 | |
| iShares MSCI USA ESG Select ETF Etf (SUSA) | 0.0 | $22k | 165.00 | 135.65 | |
| Brixmor Property Group Reit (BRX) | 0.0 | $22k | 800.00 | 27.68 | |
| Hp (HPQ) | 0.0 | $22k | 800.00 | 27.23 | |
| Bloom Energy Corp Class A Cl A (BE) | 0.0 | $22k | 257.00 | 84.57 | |
| PPG Industries (PPG) | 0.0 | $21k | 203.00 | 105.11 | |
| Stag Industrial Reit (STAG) | 0.0 | $21k | 600.00 | 35.29 | |
| Newmont Mining Corporation (NEM) | 0.0 | $21k | 250.00 | 84.31 | |
| UnitedHealth (UNH) | 0.0 | $21k | 60.00 | 347.78 | |
| Fidelity National Information Services (FIS) | 0.0 | $21k | 312.00 | 65.94 | |
| Vanguard S&P Mid-Cap 400 Value ETF Etf (IVOV) | 0.0 | $20k | 198.00 | 100.77 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 0.0 | $20k | 72.00 | 275.11 | |
| Lyondellbasell Industries NV Ord Shs (LYB) | 0.0 | $20k | 400.00 | 49.04 | |
| Lamb Weston Hldgs (LW) | 0.0 | $19k | 333.00 | 58.08 | |
| Calvert Us Mid Cr Respon Indx Etf Etf (CVMC) | 0.0 | $19k | 299.00 | 63.49 | |
| Power Corp Cda Isin Ord Shs (PWCDF) | 0.0 | $19k | 432.00 | 43.28 | |
| Carpenter Technology Corporation (CRS) | 0.0 | $18k | 75.00 | 245.55 | |
| Vanguard Small-Cap Growth ETF Etf (VBK) | 0.0 | $18k | 60.00 | 297.62 | |
| Johnson Controls International Plc equity (JCI) | 0.0 | $18k | 160.00 | 109.95 | |
| Vanguard ESG US Stock ETF Etf (ESGV) | 0.0 | $17k | 146.00 | 118.44 | |
| Yum! Brands (YUM) | 0.0 | $17k | 113.00 | 152.00 | |
| Virginia Natl Bankshares (VABK) | 0.0 | $17k | 442.00 | 38.81 | |
| iShares MSCI USA Minimum Volatility Etf (USMV) | 0.0 | $17k | 180.00 | 95.14 | |
| Dt Midstream (DTM) | 0.0 | $17k | 150.00 | 113.06 | |
| Schwab US Aggregate Bond ETF Etf (SCHZ) | 0.0 | $17k | 720.00 | 23.45 | |
| Hologic (HOLX) | 0.0 | $17k | 247.00 | 67.49 | |
| Shore Bancshares (SHBI) | 0.0 | $16k | 1.0k | 16.41 | |
| Spirit AeroSystems Holdings (SPR) | 0.0 | $16k | 425.00 | 38.60 | |
| Exelon Corporation (EXC) | 0.0 | $16k | 355.00 | 45.01 | |
| Regeneron Pharmaceuticals (REGN) | 0.0 | $16k | 28.00 | 562.29 | |
| Pinnacle West Capital Corporation (PNW) | 0.0 | $16k | 174.00 | 89.66 | |
| First Trust Value Line Dividend ETF Etf (FVD) | 0.0 | $16k | 336.00 | 46.24 | |
| General Mills (GIS) | 0.0 | $15k | 300.00 | 50.42 | |
| Avista Corporation (AVA) | 0.0 | $15k | 400.00 | 37.81 | |
| Republic Services (RSG) | 0.0 | $15k | 65.00 | 229.48 | |
| Public Storage (PSA) | 0.0 | $15k | 51.00 | 289.25 | |
| Western Midstream Partners (WES) | 0.0 | $15k | 375.00 | 39.29 | |
| Lemonade (LMND) | 0.0 | $15k | 274.00 | 53.53 | |
| Dollar Tree (DLTR) | 0.0 | $14k | 150.00 | 94.37 | |
| Extra Space Storage (EXR) | 0.0 | $14k | 100.00 | 140.94 | |
| Tanger Factory Outlet Centers (SKT) | 0.0 | $14k | 406.00 | 33.84 | |
| Palantir Technologies (PLTR) | 0.0 | $13k | 72.00 | 182.42 | |
| iShares US Aerospace & Defense Etf (ITA) | 0.0 | $13k | 62.00 | 209.26 | |
| Shift4 Payments Cl A Ord (FOUR) | 0.0 | $13k | 167.00 | 77.40 | |
| Church & Dwight (CHD) | 0.0 | $13k | 146.00 | 87.63 | |
| Canadian Natural Resources (CNQ) | 0.0 | $13k | 400.00 | 31.96 | |
| Shopify Inc cl a (SHOP) | 0.0 | $13k | 85.00 | 148.61 | |
| Medical Properties Trust (MPW) | 0.0 | $12k | 2.4k | 5.07 | |
| Metropcs Communications (TMUS) | 0.0 | $12k | 48.00 | 239.38 | |
| Howmet Aerospace (HWM) | 0.0 | $11k | 58.00 | 196.22 | |
| MetLife (MET) | 0.0 | $11k | 138.00 | 82.37 | |
| Snowflake Inc Cl A (SNOW) | 0.0 | $11k | 50.00 | 225.56 | |
| Akamai Technologies (AKAM) | 0.0 | $11k | 148.00 | 75.76 | |
| U.S. Bancorp (USB) | 0.0 | $11k | 225.00 | 48.36 | |
| iShares Core S&P Mid Cap ETF Etf (IJH) | 0.0 | $11k | 165.00 | 65.26 | |
| Vanguard World Fd Esg International Stock Etf Etf (VSGX) | 0.0 | $10k | 150.00 | 69.37 | |
| Titan Amer Sa (TTAM) | 0.0 | $10k | 692.00 | 14.94 | |
| iShares Interm Government/Credit Bd Etf (GVI) | 0.0 | $10k | 94.00 | 106.94 | |
| Silverback Therapeutics (SPRY) | 0.0 | $10k | 1.0k | 10.05 | |
| Royal Caribbean Cruises (RCL) | 0.0 | $10k | 31.00 | 323.58 | |
| America First Multifamily Investors Com Ut Ltd Ptn (GHI) | 0.0 | $10k | 972.00 | 10.30 | |
| Public Service Enterprise (PEG) | 0.0 | $9.9k | 118.00 | 83.58 | |
| Hewlett Packard Enterprise (HPE) | 0.0 | $9.8k | 400.00 | 24.56 | |
| JPMorgan US Quality Factor ETF Etf (JQUA) | 0.0 | $9.6k | 153.00 | 62.91 | |
| Comfort Systems USA (FIX) | 0.0 | $9.5k | 12.00 | 795.75 | |
| Welltower Inc Com reit (WELL) | 0.0 | $9.3k | 52.00 | 178.13 | |
| Brookfield Renewable energy partners lpu (BEP) | 0.0 | $9.1k | 354.00 | 25.79 | |
| Lululemon Athletica (LULU) | 0.0 | $9.1k | 51.00 | 177.92 | |
| Chesapeake Financial (CPKF) | 0.0 | $8.9k | 412.00 | 21.65 | |
| S&p Global (SPGI) | 0.0 | $8.8k | 18.00 | 486.72 | |
| Marvell Technology (MRVL) | 0.0 | $8.6k | 102.00 | 84.43 | |
| Tapestry (TPR) | 0.0 | $8.4k | 74.00 | 113.22 | |
| Goldman Sachs ActiveBeta EMkts Eq ETF Etf (GEM) | 0.0 | $8.1k | 200.00 | 40.73 | |
| Cubesmart (CUBE) | 0.0 | $8.1k | 200.00 | 40.66 | |
| Fidelity MSCI Consumer Staples ETF Etf (FSTA) | 0.0 | $8.1k | 162.00 | 49.78 | |
| Lam Research (LRCX) | 0.0 | $8.0k | 60.00 | 133.90 | |
| Vaxart (VXRT) | 0.0 | $8.0k | 22k | 0.36 | |
| Synopsys (SNPS) | 0.0 | $7.9k | 16.00 | 493.38 | |
| Astrazeneca Adr (AZN) | 0.0 | $7.6k | 99.00 | 76.72 | |
| Dow (DOW) | 0.0 | $7.3k | 319.00 | 22.93 | |
| Baxter International (BAX) | 0.0 | $7.3k | 320.00 | 22.77 | |
| PowerShares FTSE RAFI US 1500 Sm-Mid ETF Etf (PRFZ) | 0.0 | $7.3k | 160.00 | 45.42 | |
| Apollo Commercial Real Estate Finance Reit (ARI) | 0.0 | $7.1k | 700.00 | 10.13 | |
| Invesco Financial Preferred ETF Etf (PGF) | 0.0 | $7.1k | 484.00 | 14.62 | |
| Devon Energy Corporation (DVN) | 0.0 | $7.0k | 200.00 | 35.06 | |
| Msci (MSCI) | 0.0 | $6.8k | 12.00 | 567.42 | |
| TransDigm Group Incorporated (TDG) | 0.0 | $6.6k | 5.00 | 1318.00 | |
| O'reilly Automotive (ORLY) | 0.0 | $6.5k | 60.00 | 107.82 | |
| CoStar (CSGP) | 0.0 | $6.4k | 76.00 | 84.37 | |
| Old Republic International Corporation (ORI) | 0.0 | $6.4k | 150.00 | 42.47 | |
| Rigetti Computing Ord Ord Shs (RGTI) | 0.0 | $6.3k | 210.00 | 29.79 | |
| Corteva (CTVA) | 0.0 | $6.2k | 91.00 | 67.63 | |
| Reinsurance Group of America (RGA) | 0.0 | $6.1k | 32.00 | 192.12 | |
| FedEx Corporation (FDX) | 0.0 | $6.1k | 26.00 | 235.81 | |
| Schwab US Mid-Cap ETF Etf (SCHM) | 0.0 | $5.9k | 198.00 | 29.68 | |
| Diamondback Energy (FANG) | 0.0 | $5.9k | 41.00 | 143.10 | |
| V.F. Corporation (VFC) | 0.0 | $5.8k | 400.00 | 14.43 | |
| Linde Etf (LIN) | 0.0 | $5.7k | 12.00 | 475.00 | |
| Arm Holdings (ARM) | 0.0 | $5.7k | 40.00 | 141.50 | |
| Millrose Properties Incwhen Issued Reit (MRP) | 0.0 | $5.6k | 166.00 | 33.61 | |
| Vodafone Group Adr (VOD) | 0.0 | $5.5k | 477.00 | 11.60 | |
| Chipotle Mexican Grill (CMG) | 0.0 | $5.5k | 140.00 | 39.19 | |
| Archer Daniels Midland Company (ADM) | 0.0 | $5.4k | 90.00 | 59.74 | |
| Upstart Hldgs (UPST) | 0.0 | $5.1k | 100.00 | 50.80 | |
| Warner Bros. Discovery Srs A Ord Wi Ord Shs (WBD) | 0.0 | $5.0k | 255.00 | 19.53 | |
| Ionq Ord Ord Shs (IONQ) | 0.0 | $4.6k | 75.00 | 61.51 | |
| Baker Hughes A Ge Company (BKR) | 0.0 | $4.6k | 94.00 | 48.72 | |
| Cameco Corporation (CCJ) | 0.0 | $4.6k | 54.00 | 84.54 | |
| Yum China Holdings (YUMC) | 0.0 | $4.4k | 103.00 | 42.92 | |
| Wabtec Corporation (WAB) | 0.0 | $4.4k | 22.00 | 200.45 | |
| Paypal Holdings (PYPL) | 0.0 | $4.4k | 65.00 | 67.06 | |
| Chemours (CC) | 0.0 | $4.3k | 272.00 | 15.84 | |
| Blue Owl Capital Cl A Ord Cl A (OWL) | 0.0 | $4.3k | 253.00 | 16.93 | |
| Arqit Quantum (ARQQ) | 0.0 | $4.3k | 110.00 | 38.75 | |
| Pulte (PHM) | 0.0 | $4.2k | 32.00 | 132.12 | |
| Banco Santander (SAN) | 0.0 | $4.2k | 400.00 | 10.48 | |
| iShares Core US Treasury Bond Etf (GOVT) | 0.0 | $4.2k | 180.00 | 23.14 | |
| Amcor (AMCR) | 0.0 | $4.1k | 507.00 | 8.18 | |
| TowneBank (TOWN) | 0.0 | $4.0k | 116.00 | 34.57 | |
| Delta Air Lines (DAL) | 0.0 | $4.0k | 70.00 | 56.76 | |
| Zimmer Holdings (ZBH) | 0.0 | $3.9k | 40.00 | 98.50 | |
| Fidelity MSCI Materials ETF Etf (FMAT) | 0.0 | $3.9k | 75.00 | 52.43 | |
| NRG Energy (NRG) | 0.0 | $3.9k | 24.00 | 161.96 | |
| Dollar General (DG) | 0.0 | $3.9k | 37.00 | 104.30 | |
| Cronos Group (CRON) | 0.0 | $3.8k | 1.4k | 2.78 | |
| Qxo (QXO) | 0.0 | $3.8k | 200.00 | 19.06 | |
| Servicenow (NOW) | 0.0 | $3.7k | 4.00 | 920.25 | |
| Agilent Technologies Inc C ommon (A) | 0.0 | $3.6k | 28.00 | 128.36 | |
| Square Inc cl a (XYZ) | 0.0 | $3.5k | 49.00 | 72.27 | |
| FlexShares Mstar Glbl Upstrm Nat Res ETF Etf (GUNR) | 0.0 | $3.5k | 80.00 | 43.77 | |
| Huntington Bancshares Incorporated (HBAN) | 0.0 | $3.3k | 194.00 | 17.25 | |
| Apa Corporation (APA) | 0.0 | $3.3k | 135.00 | 24.28 | |
| WisdomTree EmMkts ex-Stt-Ownd EntrprsETF Etf (XSOE) | 0.0 | $3.2k | 84.00 | 37.94 | |
| Viatris (VTRS) | 0.0 | $3.0k | 301.00 | 9.90 | |
| Hypatia Women CEO ETF Etf (WCEO) | 0.0 | $2.9k | 90.00 | 32.57 | |
| W.W. Grainger (GWW) | 0.0 | $2.9k | 3.00 | 953.00 | |
| PNM Resources (TXNM) | 0.0 | $2.8k | 50.00 | 56.56 | |
| Sandoz Group Adr (SDZNY) | 0.0 | $2.8k | 47.00 | 59.64 | |
| Hartford Financial Services (HIG) | 0.0 | $2.8k | 21.00 | 133.38 | |
| Schwab International Equity ETF Etf (SCHF) | 0.0 | $2.8k | 120.00 | 23.21 | |
| Fluor Corporation (FLR) | 0.0 | $2.8k | 66.00 | 42.08 | |
| Boston Scientific Corporation (BSX) | 0.0 | $2.7k | 28.00 | 97.64 | |
| Targa Res Corp (TRGP) | 0.0 | $2.7k | 16.00 | 167.56 | |
| Ametek (AME) | 0.0 | $2.6k | 14.00 | 188.00 | |
| Sony Group Corp Adr (SONY) | 0.0 | $2.6k | 90.00 | 28.79 | |
| Vanguard Global ex-US Real Estate ETF Etf (VNQI) | 0.0 | $2.6k | 54.00 | 47.74 | |
| Martin Marietta Materials (MLM) | 0.0 | $2.5k | 4.00 | 630.25 | |
| Vanguard Short-Term Infl-Prot Secs ETF Etf (VTIP) | 0.0 | $2.5k | 49.00 | 50.63 | |
| Xtrackers USD High Yield Corp Bd ETF Etf (HYLB) | 0.0 | $2.4k | 66.00 | 37.11 | |
| Cava Group Ord Ord Shs (CAVA) | 0.0 | $2.4k | 40.00 | 60.40 | |
| Fortune Brands (FBIN) | 0.0 | $2.4k | 45.00 | 53.40 | |
| iShares Future AI & Tech ETF Etf (ARTY) | 0.0 | $2.3k | 51.00 | 45.78 | |
| Mid-America Apartment (MAA) | 0.0 | $2.2k | 15.00 | 143.87 | |
| iShares MSCI Emerging Mkts ex China ETF Etf (EMXC) | 0.0 | $2.1k | 31.00 | 67.52 | |
| Innovative Industria A (IIPR) | 0.0 | $2.1k | 39.00 | 53.49 | |
| Tredegar Corporation (TG) | 0.0 | $1.9k | 240.00 | 8.03 | |
| Carnival Corporation (CCL) | 0.0 | $1.9k | 66.00 | 28.91 | |
| ARK Innovation ETF Etf (ARKK) | 0.0 | $1.9k | 22.00 | 86.32 | |
| AmerisourceBergen (COR) | 0.0 | $1.9k | 6.00 | 312.50 | |
| Kinder Morgan (KMI) | 0.0 | $1.9k | 66.00 | 28.30 | |
| Nio Inc Ads Repstg Cl A Ord Cl A (NIO) | 0.0 | $1.9k | 243.00 | 7.62 | |
| LTC Properties (LTC) | 0.0 | $1.8k | 50.00 | 36.86 | |
| Peloton Interactive Inc cl a (PTON) | 0.0 | $1.8k | 200.00 | 9.00 | |
| VanEck Vectors JP Morgan EM LC Bd ETF Etf (EMLC) | 0.0 | $1.6k | 63.00 | 25.51 | |
| Adyen Unspon 50 ADR Rep 1 Ord Ord Shs (ADYEY) | 0.0 | $1.6k | 100.00 | 15.99 | |
| PPL Corporation (PPL) | 0.0 | $1.6k | 43.00 | 37.16 | |
| iShares US Credit Bond Etf (USIG) | 0.0 | $1.6k | 30.00 | 52.23 | |
| Vanguard Short-Term Government Bond ETF Etf (VGSH) | 0.0 | $1.5k | 26.00 | 58.85 | |
| Sensata Technolo (ST) | 0.0 | $1.5k | 50.00 | 30.56 | |
| Schwab US Small-Cap ETF Etf (SCHA) | 0.0 | $1.5k | 53.00 | 27.77 | |
| Kyndryl Holdings Ord Wi (KD) | 0.0 | $1.4k | 48.00 | 30.02 | |
| SPDR Portfolio S&P 600 Sm Cap ETF Etf (SPSM) | 0.0 | $1.4k | 30.00 | 46.33 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $1.2k | 3.00 | 391.67 | |
| Haleon Adr Rep 2 Ord Ord Shs (HLN) | 0.0 | $1.1k | 123.00 | 8.97 | |
| Washington REIT Reit (ELME) | 0.0 | $1.1k | 65.00 | 16.86 | |
| Affirm Hldgs (AFRM) | 0.0 | $1.1k | 15.00 | 73.07 | |
| Shell Ord Shs (RYDAF) | 0.0 | $1.1k | 30.00 | 35.63 | |
| Deutsche Boerse Adr (DBOEY) | 0.0 | $990.001600 | 37.00 | 26.76 | |
| SPDR Dow Jones Global Real Estate ETF Etf (RWO) | 0.0 | $981.000300 | 21.00 | 46.71 | |
| Curaleaf Holdings Inc equities (CURLF) | 0.0 | $979.996800 | 356.00 | 2.75 | |
| Moody's Corporation (MCO) | 0.0 | $953.000000 | 2.00 | 476.50 | |
| Compass Cl A Ord Cl A (COMP) | 0.0 | $920.000000 | 115.00 | 8.00 | |
| Brookfield Reinsrnc Ex Votn Cl A Ord Ord Shs (BNT) | 0.0 | $889.999500 | 13.00 | 68.46 | |
| Howmet Aerospace Prf Preferred Stock (HWM.P) | 0.0 | $797.000400 | 12.00 | 66.42 | |
| SPDR Blmbg Inv Grd Flt Rt ETF Etf (FLRN) | 0.0 | $772.000000 | 25.00 | 30.88 | |
| Vanguard Mortgage-Backed Secs ETF Etf (VMBS) | 0.0 | $751.000000 | 16.00 | 46.94 | |
| Alcon Inc Ord Ord Shs (ALC) | 0.0 | $745.000000 | 10.00 | 74.50 | |
| SPDR Portfolio S&P 400 Mid Cap ETF Etf (SPMD) | 0.0 | $742.999400 | 13.00 | 57.15 | |
| Ardagh Metal Packaging S A (AMBP) | 0.0 | $638.000000 | 160.00 | 3.99 | |
| Masterbrand Inc-w/i (MBC) | 0.0 | $593.001000 | 45.00 | 13.18 | |
| Futura Med Ord Shs (FAMDF) | 0.0 | $512.000000 | 10k | 0.05 | |
| Dick's Sporting Goods (DKS) | 0.0 | $444.000000 | 2.00 | 222.00 | |
| Nintendo Adr (NTDOY) | 0.0 | $319.999500 | 15.00 | 21.33 | |
| ARMOUR Residential REIT Reit (ARR) | 0.0 | $299.000000 | 20.00 | 14.95 | |
| Prospect Capital Corporation (PSEC) | 0.0 | $275.000000 | 100.00 | 2.75 | |
| Global X Blockchain ETF Etf (BKCH) | 0.0 | $258.999900 | 3.00 | 86.33 | |
| Proshares Bitcoin Strategy Etf Etf (BITO) | 0.0 | $236.000400 | 12.00 | 19.67 | |
| Magnera Corp (MAGN) | 0.0 | $222.999200 | 19.00 | 11.74 | |
| Altaba | 0.0 | $214.998300 | 57.00 | 3.77 | |
| Medtronic (MDT) | 0.0 | $212.000000 | 2.00 | 106.00 | |
| Co Diagnostics (CODX) | 0.0 | $181.020000 | 525.00 | 0.34 | |
| Brookfield Renewable Corp Cl A Ex Sub Vtg (BEPC) | 0.0 | $102.999900 | 3.00 | 34.33 | |
| Occidental Petroleum Corp Warrant (OXY.WS) | 0.0 | $77.000100 | 3.00 | 25.67 | |
| Zimvie Ord Wi Ord Shs (ZIMV) | 0.0 | $76.000000 | 4.00 | 19.00 | |
| Canopy Growth CORP (CGC) | 0.0 | $69.998400 | 48.00 | 1.46 | |
| C3 Ai Inc Cl A Cl A (AI) | 0.0 | $51.999900 | 3.00 | 17.33 | |
| Beyond Meat (BYND) | 0.0 | $43.000800 | 23.00 | 1.87 | |
| Under Armour Inc-class C CL C (UA) | 0.0 | $39.000000 | 8.00 | 4.88 | |
| JetBlue Airways Corporation (JBLU) | 0.0 | $15.000000 | 3.00 | 5.00 | |
| American Airls (AAL) | 0.0 | $11.000000 | 1.00 | 11.00 | |
| 1/100000 Wells Fargo P Preferred Stock | 0.0 | $6.220000 | 62k | 0.00 | |
| Wells Fargo & Co P Preferred Stock (WFCNP) | 0.0 | $5.000800 | 19.00 | 0.26 | |
| Big Lots (BIGGQ) | 0.0 | $0 | 5.00 | 0.00 | |
| Vanguard Bond Index Fund Etf (BND) | 0.0 | $0 | 0 | 0.00 | |
| OCZ Technology | 0.0 | $0 | 50.00 | 0.00 | |
| 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 | |
| Crown Castle Intl (CCI) | 0.0 | $0 | 0 | 0.00 | |
| Schwab Strategic Tr 1000 Index Etf Etf (SCHK) | 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 | |
| SES Solar (SESI) | 0.0 | $0 | 3.0k | 0.00 | |
| Sony Financial Group Inc. Adr Cmn Adr | 0.0 | $0 | 18.00 | 0.00 |