Heritage Wealth Advisors as of Dec. 31, 2025
Portfolio Holdings for Heritage Wealth Advisors
Heritage Wealth Advisors holds 609 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| IShares S&P 500 Index Etf (IVV) | 17.3 | $454M | 662k | 684.94 | |
| iShares Core MSCI EAFE Etf (IEFA) | 9.8 | $256M | 2.9M | 89.46 | |
| Sprott Physical Gold Trust Unit Ut (PHYS) | 6.5 | $170M | 5.1M | 33.02 | |
| Alphabet Inc. Class C Cap Stk Cl C (GOOG) | 4.2 | $109M | 349k | 313.76 | |
| Microsoft Corporation (MSFT) | 3.3 | $88M | 181k | 483.62 | |
| Raytheon Technologies Corp (RTX) | 3.2 | $83M | 451k | 183.40 | |
| iShares Russell Midcap Value Etf (IWS) | 2.9 | $76M | 540k | 141.05 | |
| Apple (AAPL) | 2.8 | $74M | 273k | 271.86 | |
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 2.8 | $74M | 1.6M | 45.89 | |
| Johnson & Johnson (JNJ) | 2.6 | $69M | 335k | 206.95 | |
| MasterCard Incorporated (MA) | 2.6 | $68M | 119k | 570.88 | |
| Merck & Co (MRK) | 2.5 | $64M | 611k | 105.24 | |
| Berkshire Hathaway Cl B CL B (BRK.B) | 2.4 | $63M | 125k | 502.06 | |
| Amazon (AMZN) | 2.4 | $62M | 268k | 230.82 | |
| iShares Core MSCI Emerging Markets ETF Etf (IEMG) | 2.3 | $60M | 896k | 67.22 | |
| Wal-Mart Stores (WMT) | 2.1 | $54M | 487k | 111.41 | |
| Automatic Data Processing (ADP) | 2.1 | $54M | 210k | 257.23 | |
| JPMorgan Chase & Co. (JPM) | 1.9 | $49M | 151k | 322.22 | |
| ConocoPhillips (COP) | 1.8 | $46M | 491k | 93.61 | |
| Progressive Corporation (PGR) | 1.7 | $43M | 190k | 227.72 | |
| iShares Core S&P Total US Stock Mkt Etf (ITOT) | 1.5 | $38M | 258k | 148.69 | |
| Duke Energy (DUK) | 1.5 | $38M | 324k | 117.21 | |
| Union Pacific Corporation (UNP) | 1.4 | $38M | 163k | 231.32 | |
| McDonald's Corporation (MCD) | 1.4 | $37M | 120k | 305.63 | |
| Home Depot (HD) | 1.3 | $35M | 102k | 344.10 | |
| Williams Companies (WMB) | 1.0 | $26M | 436k | 60.11 | |
| Vanguard Total World Stock ETF Etf (VT) | 1.0 | $25M | 178k | 141.06 | |
| Vanguard 500 ETF Etf (VOO) | 0.9 | $22M | 36k | 627.14 | |
| iShares MSCI ACWI ex US ETF Etf (ACWX) | 0.8 | $21M | 309k | 67.13 | |
| Markel Corporation (MKL) | 0.7 | $17M | 8.0k | 2149.65 | |
| iShares MSCI EAFE Etf (EFA) | 0.6 | $16M | 166k | 96.03 | |
| SPDR S&P 500 Index Etf (SPY) | 0.5 | $12M | 18k | 681.92 | |
| Philip Morris International (PM) | 0.5 | $12M | 75k | 160.40 | |
| Enterprise Prd Prtnrs Com Ut Ltd Ptn (EPD) | 0.4 | $12M | 360k | 32.06 | |
| NVIDIA Corporation (NVDA) | 0.4 | $9.5M | 51k | 186.50 | |
| Vanguard Dividend Appreciation Etf (VIG) | 0.4 | $9.4M | 43k | 219.78 | |
| Alphabet Inc. Class A Cap Stk Cl A (GOOGL) | 0.3 | $8.9M | 29k | 313.00 | |
| Ishares S&P 500 Growth Etf (IVW) | 0.3 | $7.5M | 61k | 123.26 | |
| iShares MSCI Emrg Mkt Etf (EEM) | 0.3 | $6.7M | 122k | 54.71 | |
| Amphenol Corp Cl A Cl A (APH) | 0.2 | $5.6M | 42k | 135.14 | |
| Visa (V) | 0.2 | $5.3M | 15k | 350.71 | |
| Fairfax Financial Holdings Lim (FRFHF) | 0.2 | $5.1M | 2.7k | 1908.36 | |
| Altria (MO) | 0.2 | $5.1M | 88k | 57.66 | |
| Sector Spdr Tech Select Etf (XLK) | 0.2 | $4.7M | 33k | 143.97 | |
| Ishares S&P Midcap Etf (IJJ) | 0.2 | $4.2M | 38k | 112.33 | |
| Ishares S&P 500 Value Etf (IVE) | 0.2 | $4.0M | 19k | 212.07 | |
| Exxon Mobil Corporation (XOM) | 0.2 | $4.0M | 33k | 120.34 | |
| iShares S&P 100 Etf (OEF) | 0.2 | $3.9M | 12k | 342.97 | |
| Invesco S&P 500 Quality ETF Etf (SPHQ) | 0.1 | $3.9M | 52k | 75.05 | |
| Charles Schwab Corporation (SCHW) | 0.1 | $3.8M | 38k | 99.91 | |
| iShares ESG Aware MSCI EAFE ETF Etf (ESGD) | 0.1 | $3.7M | 39k | 95.09 | |
| Eaton (ETN) | 0.1 | $3.2M | 10k | 318.51 | |
| Invesco S&P 500 Equal Weight ETF Etf (RSP) | 0.1 | $2.7M | 14k | 191.55 | |
| TJX Companies (TJX) | 0.1 | $2.6M | 17k | 153.61 | |
| Pepsi (PEP) | 0.1 | $2.6M | 18k | 143.52 | |
| CSX Corporation (CSX) | 0.1 | $2.6M | 71k | 36.25 | |
| Cadence Design Systems (CDNS) | 0.1 | $2.5M | 8.0k | 312.58 | |
| Lowe's Companies (LOW) | 0.1 | $2.4M | 9.9k | 241.16 | |
| Vanguard Mid-Cap ETF Etf (VO) | 0.1 | $2.4M | 8.3k | 290.24 | |
| Iqvia Holdings (IQV) | 0.1 | $2.4M | 10k | 225.41 | |
| Berkshire Hathaway Inc A Cl A (BRK.A) | 0.1 | $2.3M | 3.00 | 754800.00 | |
| Cintas Corporation (CTAS) | 0.1 | $2.2M | 12k | 188.07 | |
| Ishares Russell Midcap Etf (IWR) | 0.1 | $2.1M | 22k | 96.27 | |
| Raymond James Financial (RJF) | 0.1 | $2.1M | 13k | 160.59 | |
| Cooper Cos (COO) | 0.1 | $2.1M | 25k | 81.96 | |
| Roper Industries (ROP) | 0.1 | $2.0M | 4.5k | 445.13 | |
| Oracle Corporation (ORCL) | 0.1 | $2.0M | 10k | 194.92 | |
| Zoetis Cl A (ZTS) | 0.1 | $2.0M | 16k | 125.82 | |
| Fair Isaac Corporation (FICO) | 0.1 | $2.0M | 1.2k | 1690.62 | |
| SPDR Gold MiniShares Etf (GLDM) | 0.1 | $1.9M | 23k | 85.37 | |
| Costco Wholesale Corporation (COST) | 0.1 | $1.9M | 2.2k | 862.34 | |
| Truist Financial Corp equities (TFC) | 0.1 | $1.9M | 38k | 49.21 | |
| Vanguard Total Stock Mkt Etf (VTI) | 0.1 | $1.8M | 5.4k | 335.24 | |
| iShares ESG Aware MSCI EM ETF Etf (ESGE) | 0.1 | $1.8M | 40k | 44.17 | |
| Arthur J. Gallagher & Co. (AJG) | 0.1 | $1.7M | 6.7k | 258.79 | |
| Mondelez Intl Inc Cl A Cl A (MDLZ) | 0.1 | $1.6M | 30k | 53.83 | |
| Cisco Systems (CSCO) | 0.1 | $1.6M | 20k | 77.03 | |
| Mid Cap S P D R TRUST Etf (MDY) | 0.1 | $1.5M | 2.6k | 603.28 | |
| Ecolab (ECL) | 0.1 | $1.5M | 5.8k | 262.52 | |
| Abbvie (ABBV) | 0.1 | $1.5M | 6.5k | 228.49 | |
| Caterpillar (CAT) | 0.1 | $1.4M | 2.5k | 572.87 | |
| Chevron Corporation (CVX) | 0.1 | $1.4M | 9.5k | 152.41 | |
| Ishares Russell 1000 Growth Etf (IWF) | 0.1 | $1.4M | 3.0k | 473.31 | |
| Motorola Solutions Com New (MSI) | 0.1 | $1.4M | 3.6k | 383.28 | |
| Procter & Gamble Company (PG) | 0.1 | $1.4M | 9.5k | 143.31 | |
| Trane Technologies (TT) | 0.1 | $1.3M | 3.4k | 389.20 | |
| Ishares Tr Russell Etf (IWB) | 0.1 | $1.3M | 3.5k | 373.44 | |
| Sector Spdr Engy Select Etf (XLE) | 0.1 | $1.3M | 30k | 44.71 | |
| Norfolk Southern (NSC) | 0.0 | $1.3M | 4.4k | 288.70 | |
| Dimensional U S Core Equity 2 Etf Etf (DFAC) | 0.0 | $1.3M | 32k | 39.59 | |
| Applied Materials (AMAT) | 0.0 | $1.2M | 4.9k | 256.99 | |
| American Century U.S. Quality Value ETF Etf (VALQ) | 0.0 | $1.2M | 18k | 66.14 | |
| Qualcomm (QCOM) | 0.0 | $1.2M | 6.9k | 171.05 | |
| Abbott Laboratories (ABT) | 0.0 | $1.2M | 9.3k | 125.29 | |
| PIMCO Enhanced Short Maturity Active ETF Etf (MINT) | 0.0 | $1.2M | 12k | 100.34 | |
| Facebook Inc cl a (META) | 0.0 | $1.1M | 1.7k | 659.93 | |
| Coca-Cola Company (KO) | 0.0 | $1.1M | 16k | 69.91 | |
| General Electric (GE) | 0.0 | $1.1M | 3.7k | 308.03 | |
| International Business Machines (IBM) | 0.0 | $1.1M | 3.8k | 296.21 | |
| Broadcom (AVGO) | 0.0 | $1.1M | 3.2k | 346.10 | |
| Bank of America Corporation (BAC) | 0.0 | $1.1M | 20k | 55.00 | |
| Sector Spdr Health Fund Etf (XLV) | 0.0 | $1.1M | 7.0k | 154.80 | |
| Ishares Russell 2000 Etf (IWM) | 0.0 | $1.1M | 4.4k | 246.18 | |
| Eli Lilly & Co. (LLY) | 0.0 | $1.1M | 1.0k | 1074.68 | |
| Nuveen ESG Mid-Cap Value ETF Etf (NUMV) | 0.0 | $1.0M | 26k | 39.10 | |
| Blackrock (BLK) | 0.0 | $1.0M | 944.00 | 1070.34 | |
| PowerShares QQQ ETF Etf (QQQ) | 0.0 | $982k | 1.6k | 614.31 | |
| Universal Corporation (UVV) | 0.0 | $968k | 18k | 52.75 | |
| Morgan Stanley Com New (MS) | 0.0 | $966k | 5.4k | 177.54 | |
| Intuitive Surgical (ISRG) | 0.0 | $964k | 1.7k | 566.36 | |
| Thermo Fisher Scientific (TMO) | 0.0 | $942k | 1.6k | 579.45 | |
| Netflix (NFLX) | 0.0 | $939k | 10k | 93.76 | |
| Sector Spdr Fincl Select Etf (XLF) | 0.0 | $926k | 17k | 54.77 | |
| Anthem (ELV) | 0.0 | $922k | 2.6k | 350.55 | |
| Goldman Sachs (GS) | 0.0 | $912k | 1.0k | 879.00 | |
| Vanguard Value ETF Etf (VTV) | 0.0 | $857k | 4.5k | 190.99 | |
| Dominion Resources (D) | 0.0 | $852k | 15k | 58.59 | |
| iShares US Healthcare Etf (IYH) | 0.0 | $805k | 12k | 65.10 | |
| Emerson Electric (EMR) | 0.0 | $791k | 6.0k | 132.72 | |
| Taiwan Semiconductr Adrf Adr (TSM) | 0.0 | $777k | 2.6k | 303.89 | |
| Ishares Russell Midcap Growth Etf (IWP) | 0.0 | $774k | 5.7k | 136.94 | |
| Atlantic Union B (AUB) | 0.0 | $744k | 21k | 35.30 | |
| Udr (UDR) | 0.0 | $730k | 20k | 36.68 | |
| Vanguard Information Technology ETF Etf (VGT) | 0.0 | $727k | 964.00 | 753.96 | |
| Ishares S&P Smcap Value Etf (IJS) | 0.0 | $713k | 6.3k | 113.72 | |
| Illinois Tool Works (ITW) | 0.0 | $678k | 2.8k | 246.26 | |
| Intuit (INTU) | 0.0 | $671k | 1.0k | 662.60 | |
| Blackstone Group Com Unit Ltd (BX) | 0.0 | $655k | 4.2k | 154.14 | |
| Ishares Russell 2000 Value ETF Etf (IWN) | 0.0 | $652k | 3.6k | 181.21 | |
| Vanguard FTSE International Etf (VEA) | 0.0 | $652k | 10k | 62.47 | |
| P10 Inc. Class A Cl A (PX) | 0.0 | $640k | 65k | 9.81 | |
| Amgen (AMGN) | 0.0 | $615k | 1.9k | 327.31 | |
| Ishares S&P National AMT-Free Etf (MUB) | 0.0 | $605k | 5.6k | 107.11 | |
| Select Sector Spdr Trust The Utilities Select Sect Etf (XLU) | 0.0 | $600k | 14k | 42.69 | |
| Spdr Gold TRUST Etf (GLD) | 0.0 | $596k | 1.5k | 396.31 | |
| Tri-Continental Corporation (TY) | 0.0 | $593k | 18k | 32.66 | |
| Marriott Intl Inc Cl A Cl A (MAR) | 0.0 | $587k | 1.9k | 310.24 | |
| Micron Technology (MU) | 0.0 | $583k | 2.0k | 285.41 | |
| Ge Vernova (GEV) | 0.0 | $579k | 886.00 | 653.57 | |
| Southern Company (SO) | 0.0 | $543k | 6.2k | 87.20 | |
| United Rentals (URI) | 0.0 | $540k | 667.00 | 809.32 | |
| American Express Company (AXP) | 0.0 | $528k | 1.4k | 369.95 | |
| United Bankshares (UBSI) | 0.0 | $508k | 13k | 38.40 | |
| Ishares Barclays Aggregate Bond Etf (AGG) | 0.0 | $496k | 5.0k | 99.89 | |
| Honeywell International (HON) | 0.0 | $490k | 2.5k | 195.07 | |
| SYSCO Corporation (SYY) | 0.0 | $485k | 6.6k | 73.69 | |
| Vanguard S&P 500 Value ETF Etf (VOOV) | 0.0 | $481k | 2.3k | 204.81 | |
| Broadridge Financial Solutions (BR) | 0.0 | $475k | 2.1k | 223.17 | |
| Advanced Micro Devices (AMD) | 0.0 | $460k | 2.1k | 214.16 | |
| Microchip Technology (MCHP) | 0.0 | $449k | 7.0k | 63.72 | |
| Starbucks Corporation (SBUX) | 0.0 | $438k | 5.2k | 84.21 | |
| iShares MSCI Global Mtls&Mng Prdcrs ETF Etf (PICK) | 0.0 | $436k | 8.5k | 51.34 | |
| NewMarket Corporation (NEU) | 0.0 | $432k | 629.00 | 687.26 | |
| McKesson Corporation (MCK) | 0.0 | $425k | 518.00 | 820.29 | |
| Albemarle Corporation (ALB) | 0.0 | $424k | 3.0k | 141.44 | |
| Cbre Group Inc Cl A (CBRE) | 0.0 | $424k | 2.6k | 160.79 | |
| Nextera Energy (NEE) | 0.0 | $420k | 5.2k | 80.28 | |
| Verizon Communications (VZ) | 0.0 | $420k | 10k | 40.73 | |
| Calvert Us Lrg Cap Respo Indx Etf Etf (CVLC) | 0.0 | $411k | 4.9k | 84.24 | |
| Texas Instruments Incorporated (TXN) | 0.0 | $405k | 2.3k | 173.49 | |
| PNC Financial Services (PNC) | 0.0 | $398k | 1.9k | 208.72 | |
| Entergy Corporation (ETR) | 0.0 | $395k | 4.3k | 92.43 | |
| Vanguard Growth ETF Etf (VUG) | 0.0 | $393k | 805.00 | 487.65 | |
| Dover Corporation (DOV) | 0.0 | $386k | 2.0k | 195.24 | |
| Capital One Financial (COF) | 0.0 | $374k | 1.5k | 242.36 | |
| 3M Company (MMM) | 0.0 | $370k | 2.3k | 160.09 | |
| Nucor Corporation (NUE) | 0.0 | $367k | 2.2k | 163.11 | |
| Teledyne Technologies Incorporated (TDY) | 0.0 | $362k | 708.00 | 510.73 | |
| Air Products & Chemicals (APD) | 0.0 | $360k | 1.5k | 247.02 | |
| Diageo Spon Adr New (DEO) | 0.0 | $353k | 4.1k | 86.27 | |
| Biogen Idec (BIIB) | 0.0 | $352k | 2.0k | 175.99 | |
| Fastenal Company (FAST) | 0.0 | $350k | 8.7k | 40.13 | |
| Brookfield Asset Management (BAM) | 0.0 | $348k | 6.6k | 52.39 | |
| Vanguard Mid Cap Value Etf (VOE) | 0.0 | $346k | 1.9k | 177.37 | |
| iShares Currency Hedged MSCI EAFE Etf (HEFA) | 0.0 | $335k | 8.1k | 41.36 | |
| Blue Ridge Bank (BRBS) | 0.0 | $334k | 78k | 4.27 | |
| Corning Incorporated (GLW) | 0.0 | $333k | 3.8k | 87.56 | |
| Ishares S&P Small-Cap Etf (IJT) | 0.0 | $323k | 2.3k | 141.16 | |
| Fortinet (FTNT) | 0.0 | $322k | 4.1k | 79.41 | |
| Intel Corporation (INTC) | 0.0 | $321k | 8.7k | 36.90 | |
| Ishares Dj Select Div Etf (DVY) | 0.0 | $319k | 2.3k | 141.14 | |
| Waste Management (WM) | 0.0 | $319k | 1.5k | 219.71 | |
| Danaher Corporation (DHR) | 0.0 | $313k | 1.4k | 228.96 | |
| Deere & Company (DE) | 0.0 | $310k | 665.00 | 465.57 | |
| Parker-Hannifin Corporation (PH) | 0.0 | $309k | 352.00 | 878.96 | |
| Paychex (PAYX) | 0.0 | $307k | 2.7k | 112.18 | |
| Northrop Grumman Corporation (NOC) | 0.0 | $302k | 530.00 | 570.21 | |
| Ishares Nasdaq Biotechnology Etf (IBB) | 0.0 | $295k | 1.8k | 168.77 | |
| NetApp (NTAP) | 0.0 | $292k | 2.7k | 107.09 | |
| Seagate Technology (STX) | 0.0 | $289k | 1.1k | 275.39 | |
| Diamonds TRUST Series I Ut Ser 1 (DIA) | 0.0 | $288k | 600.00 | 480.57 | |
| General Dynamics Corporation (GD) | 0.0 | $286k | 849.00 | 336.66 | |
| Aon Plc Com Usd0.01 Cl A Cl A (AON) | 0.0 | $283k | 803.00 | 352.88 | |
| Ishares Comex Gold Trust ETF GT (IAU) | 0.0 | $283k | 3.5k | 81.17 | |
| Cigna Corp (CI) | 0.0 | $279k | 1.0k | 275.23 | |
| Boeing Company (BA) | 0.0 | $277k | 1.3k | 217.12 | |
| CarMax (KMX) | 0.0 | $268k | 6.9k | 38.64 | |
| salesforce (CRM) | 0.0 | $261k | 984.00 | 264.91 | |
| Hca Holdings (HCA) | 0.0 | $261k | 558.00 | 467.08 | |
| Vanguard Total International Stock ETF Etf (VXUS) | 0.0 | $260k | 3.4k | 75.44 | |
| Vanguard Index Funds Vanguard High Dividend Yield Etf (VYM) | 0.0 | $258k | 1.8k | 143.52 | |
| L3harris Technologies (LHX) | 0.0 | $250k | 852.00 | 293.57 | |
| Allstate Corporation (ALL) | 0.0 | $250k | 1.2k | 208.15 | |
| Chubb (CB) | 0.0 | $245k | 786.00 | 312.12 | |
| ProShares Ultra Bitcoin ETF Etf (BITU) | 0.0 | $243k | 11k | 22.09 | |
| Enbridge (ENB) | 0.0 | $240k | 5.0k | 47.83 | |
| At&t (T) | 0.0 | $238k | 9.6k | 24.84 | |
| Adobe Systems Incorporated (ADBE) | 0.0 | $232k | 663.00 | 349.99 | |
| Gilead Sciences (GILD) | 0.0 | $219k | 1.8k | 122.74 | |
| iShares Silver Trust Etf (SLV) | 0.0 | $218k | 3.4k | 64.42 | |
| Main Street Capital Corporation (MAIN) | 0.0 | $217k | 3.6k | 60.39 | |
| Ingersoll Rand (IR) | 0.0 | $216k | 2.7k | 79.22 | |
| Novartis A G Adr (NVS) | 0.0 | $215k | 1.6k | 137.87 | |
| D-wave Quantum (QBTS) | 0.0 | $209k | 8.0k | 26.15 | |
| Encompass Health Corp (EHC) | 0.0 | $204k | 1.9k | 106.14 | |
| W.R. Berkley Corporation (WRB) | 0.0 | $201k | 2.9k | 70.12 | |
| Schwab US Large-Cap Growth ETF Etf (SCHG) | 0.0 | $200k | 6.1k | 32.62 | |
| Walt Disney Company (DIS) | 0.0 | $196k | 1.7k | 113.77 | |
| United Parcel Service B CL B (UPS) | 0.0 | $194k | 2.0k | 99.20 | |
| Canadian Pacific Kansas City (CP) | 0.0 | $193k | 2.6k | 73.63 | |
| Prologis (PLD) | 0.0 | $192k | 1.5k | 127.66 | |
| Kinsale Cap Group (KNSL) | 0.0 | $190k | 485.00 | 391.12 | |
| Iron Mountain (IRM) | 0.0 | $184k | 2.2k | 82.95 | |
| Kimberly-Clark Corporation (KMB) | 0.0 | $183k | 1.8k | 100.89 | |
| American Electric Power Company (AEP) | 0.0 | $183k | 1.6k | 115.31 | |
| SPDR S&P Bank ETF Etf (KBE) | 0.0 | $181k | 3.0k | 60.69 | |
| Prudential Financial (PRU) | 0.0 | $181k | 1.6k | 112.88 | |
| Kraft Heinz (KHC) | 0.0 | $178k | 7.3k | 24.25 | |
| Ross Stores (ROST) | 0.0 | $177k | 980.00 | 180.14 | |
| Edwards Lifesciences (EW) | 0.0 | $176k | 2.1k | 85.25 | |
| Tesla Motors (TSLA) | 0.0 | $170k | 378.00 | 449.72 | |
| Sempra Energy (SRE) | 0.0 | $168k | 1.9k | 88.29 | |
| Avery Dennison Corporation (AVY) | 0.0 | $166k | 911.00 | 181.88 | |
| AB US Low Volatility Equity ETF Etf (LOWV) | 0.0 | $165k | 2.1k | 78.36 | |
| ETFS Physical Palladium Etf (PALL) | 0.0 | $164k | 1.1k | 145.38 | |
| Target Corporation (TGT) | 0.0 | $162k | 1.7k | 97.75 | |
| Citigroup (C) | 0.0 | $160k | 1.4k | 116.69 | |
| Apollo Global Management LLC Class A Cl A (APO) | 0.0 | $159k | 1.1k | 144.76 | |
| KLA-Tencor Corporation (KLAC) | 0.0 | $152k | 125.00 | 1215.08 | |
| Epr Properties (EPR) | 0.0 | $150k | 3.0k | 49.90 | |
| Wells Fargo & Company (WFC) | 0.0 | $150k | 1.6k | 93.20 | |
| Vanguard Health Care ETF Etf (VHT) | 0.0 | $148k | 512.00 | 288.02 | |
| Gildan Activewear Inc Com Cad (GIL) | 0.0 | $144k | 2.3k | 62.46 | |
| SPDR Portfolio S&P 500 Value ETF Etf (SPYV) | 0.0 | $142k | 2.5k | 56.81 | |
| Schwab US Large-Cap ETF Etf (SCHX) | 0.0 | $138k | 5.1k | 26.91 | |
| Sprott Physical Gold & Silver Trust Ut (CEF) | 0.0 | $137k | 3.0k | 45.80 | |
| Fiserv (FI) | 0.0 | $137k | 2.0k | 67.17 | |
| Owens & Minor (ACH) | 0.0 | $131k | 47k | 2.80 | |
| Accenture Ltd Cl A Cl A (ACN) | 0.0 | $131k | 488.00 | 268.30 | |
| Unilever Adr (UL) | 0.0 | $128k | 2.0k | 65.40 | |
| Ameriprise Financial (AMP) | 0.0 | $125k | 254.00 | 490.34 | |
| Dex (DXCM) | 0.0 | $123k | 1.9k | 66.37 | |
| Genuine Parts Company (GPC) | 0.0 | $123k | 1.0k | 122.96 | |
| Southwest Airlines (LUV) | 0.0 | $119k | 2.9k | 41.33 | |
| Vanguard Intl Eqty Index Etf (VEU) | 0.0 | $118k | 1.6k | 73.58 | |
| Vanguard Mega Cap ETF Etf (MGC) | 0.0 | $117k | 466.00 | 251.17 | |
| Nxp Semiconductors N V (NXPI) | 0.0 | $116k | 532.00 | 217.06 | |
| Roku Inc Com Cl A Cl A (ROKU) | 0.0 | $111k | 1.0k | 108.49 | |
| Vanguard Reit Etf (VNQ) | 0.0 | $110k | 1.2k | 88.49 | |
| Ptc (PTC) | 0.0 | $107k | 614.00 | 174.21 | |
| Nestle S A Reg B Adr (NSRGY) | 0.0 | $106k | 1.1k | 98.78 | |
| Canadian Natl Ry (CNI) | 0.0 | $105k | 1.1k | 98.85 | |
| Stantec (STN) | 0.0 | $105k | 1.1k | 94.36 | |
| Analog Devices (ADI) | 0.0 | $104k | 383.00 | 271.28 | |
| Genworth Financial (GNW) | 0.0 | $104k | 12k | 9.03 | |
| Quest Diagnostics Incorporated (DGX) | 0.0 | $102k | 590.00 | 173.53 | |
| Rbc Cad (RY) | 0.0 | $102k | 600.00 | 170.49 | |
| J.B. Hunt Transport Services (JBHT) | 0.0 | $97k | 500.00 | 194.34 | |
| Vanguard Small Cap Etf (VB) | 0.0 | $96k | 373.00 | 257.95 | |
| Valero Energy Corporation (VLO) | 0.0 | $90k | 555.00 | 162.65 | |
| Comcast Corp New Cl A Cl A (CMCSA) | 0.0 | $90k | 3.0k | 29.89 | |
| IDEXX Laboratories (IDXX) | 0.0 | $89k | 131.00 | 676.53 | |
| Bp Adr (BP) | 0.0 | $89k | 2.5k | 34.73 | |
| Vanguard Emerging Market Etf (VWO) | 0.0 | $84k | 1.6k | 53.76 | |
| Energy Transfer Equity Com Ut Ltd Ptn (ET) | 0.0 | $84k | 5.1k | 16.49 | |
| Professionally Managed Etf Etf (AKRE) | 0.0 | $84k | 1.3k | 65.51 | |
| DFA TA World ex US Core Equity I Etf (DFAX) | 0.0 | $82k | 2.5k | 32.73 | |
| Nortonlifelock (GEN) | 0.0 | $82k | 3.0k | 27.19 | |
| Ford Motor Company (F) | 0.0 | $80k | 6.1k | 13.12 | |
| Vici Pptys (VICI) | 0.0 | $79k | 2.8k | 28.12 | |
| Hanover Insurance (THG) | 0.0 | $79k | 430.00 | 182.77 | |
| Mplx (MPLX) | 0.0 | $78k | 1.5k | 53.38 | |
| Sector Spdr Materials Etf (XLB) | 0.0 | $77k | 1.7k | 45.35 | |
| Aptar (ATR) | 0.0 | $77k | 630.00 | 121.96 | |
| Xcel Energy (XEL) | 0.0 | $77k | 1.0k | 73.86 | |
| HEICO Corporation (HEI.A) | 0.0 | $74k | 291.00 | 252.43 | |
| City Holding Company (CHCO) | 0.0 | $69k | 581.00 | 119.20 | |
| Oneok (OKE) | 0.0 | $69k | 934.00 | 73.50 | |
| Brookfield Infrastructure Corp Com Sub Vtg A (BIPC) | 0.0 | $67k | 1.5k | 45.40 | |
| Vanguard Tax-Exempt Bond ETF Etf (VTEB) | 0.0 | $67k | 1.3k | 50.29 | |
| General Motors Company (GM) | 0.0 | $67k | 822.00 | 81.33 | |
| iShares US Real Estate ETF Etf (IYR) | 0.0 | $66k | 700.00 | 93.89 | |
| Travelers Companies (TRV) | 0.0 | $64k | 219.00 | 290.06 | |
| National Retail Properties (NNN) | 0.0 | $63k | 1.6k | 39.63 | |
| Rush Enterprises (RUSHB) | 0.0 | $63k | 1.1k | 56.26 | |
| Fidelity Wise Origin Bitcoin Fund Etf (FBTC) | 0.0 | $63k | 830.00 | 76.20 | |
| Constellation Energy (CEG) | 0.0 | $63k | 177.00 | 353.60 | |
| iShares Core Dividend Growth ETF Etf (DGRO) | 0.0 | $62k | 889.00 | 69.42 | |
| Cardinal Health (CAH) | 0.0 | $62k | 300.00 | 205.64 | |
| Janus Henderson AAA CLO ETF Etf (JAAA) | 0.0 | $62k | 1.2k | 50.56 | |
| Realty Income (O) | 0.0 | $61k | 1.1k | 56.37 | |
| Pfizer (PFE) | 0.0 | $61k | 2.4k | 24.90 | |
| Cincinnati Financial Corporation (CINF) | 0.0 | $61k | 372.00 | 163.32 | |
| Eversource Energy (ES) | 0.0 | $61k | 900.00 | 67.33 | |
| WisdomTree SmallCap Dividend ETF Etf (DES) | 0.0 | $59k | 1.8k | 33.45 | |
| Nike Inc Class B CL B (NKE) | 0.0 | $58k | 912.00 | 63.71 | |
| DTE Energy Company (DTE) | 0.0 | $58k | 450.00 | 128.98 | |
| Ingredion Incorporated (INGR) | 0.0 | $58k | 522.00 | 110.26 | |
| Br Amer Tobacco Plc Adrf Adr (BTI) | 0.0 | $57k | 1.0k | 56.62 | |
| Marsh & McLennan Companies | 0.0 | $56k | 303.00 | 185.48 | |
| CVS Caremark Corporation (CVS) | 0.0 | $56k | 700.00 | 79.36 | |
| 2x Bitcoin Strategy ETF Etf (BITX) | 0.0 | $56k | 2.0k | 27.74 | |
| Colgate-Palmolive Company (CL) | 0.0 | $55k | 700.00 | 79.02 | |
| Sector Spdr Tr Con Stpls Etf (XLP) | 0.0 | $54k | 695.00 | 77.68 | |
| Schlumberger (SLB) | 0.0 | $53k | 1.4k | 38.38 | |
| Novo-Nordisk A-S Adr (NVO) | 0.0 | $53k | 1.1k | 50.88 | |
| AllianceBernstein Holding (AB) | 0.0 | $52k | 1.4k | 38.48 | |
| Essential Properties Realty reit (EPRT) | 0.0 | $52k | 1.8k | 29.66 | |
| Becton, Dickinson and (BDX) | 0.0 | $52k | 267.00 | 193.79 | |
| DNP Select Income Etf (DNP) | 0.0 | $51k | 5.1k | 9.99 | |
| Humana (HUM) | 0.0 | $50k | 195.00 | 256.13 | |
| Bristol Myers Squibb (BMY) | 0.0 | $49k | 900.00 | 53.94 | |
| Evergy (EVRG) | 0.0 | $48k | 658.00 | 72.49 | |
| AutoZone (AZO) | 0.0 | $48k | 14.00 | 3391.50 | |
| Rubrik Cl A (RBRK) | 0.0 | $47k | 620.00 | 76.48 | |
| Atlant Un Bk 400 Ds Rp 1 Srs A Prf Preferred Stock (AUB.PA) | 0.0 | $47k | 1.9k | 24.33 | |
| Electronic Arts (EA) | 0.0 | $46k | 225.00 | 204.33 | |
| Vanguard Intl Div Apprec ETF Etf (VIGI) | 0.0 | $46k | 502.00 | 91.45 | |
| Corporate Office Properties Trust (CDP) | 0.0 | $45k | 1.6k | 27.80 | |
| Omega Healthcare Investors (OHI) | 0.0 | $44k | 1.0k | 44.34 | |
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 0.0 | $43k | 436.00 | 98.51 | |
| iShares Core MSCI Total Intl Stk ETF Etf (IXUS) | 0.0 | $42k | 498.00 | 84.58 | |
| Willis Towers Watson (WTW) | 0.0 | $42k | 127.00 | 328.60 | |
| J P Morgan Nasdaq Eqt Prm Inc Etf Etf (JEPQ) | 0.0 | $42k | 717.00 | 58.12 | |
| Linkbancorp Ord Ord Shs (LNKB) | 0.0 | $41k | 4.9k | 8.26 | |
| Ge Healthcare Technologies Ord Wi Ord Shs (GEHC) | 0.0 | $40k | 490.00 | 82.02 | |
| iShares Bitcoin Trust ETF Etf (IBIT) | 0.0 | $40k | 795.00 | 49.65 | |
| Lockheed Martin Corporation (LMT) | 0.0 | $39k | 81.00 | 482.84 | |
| SPDR Portfolio S&P 500 ETF Etf (SPYM) | 0.0 | $39k | 484.00 | 80.22 | |
| Vanguard Small-Cap Value ETF Etf (VBR) | 0.0 | $39k | 183.00 | 211.79 | |
| Vanguard Mid-Cap Growth ETF Etf (VOT) | 0.0 | $39k | 138.00 | 279.72 | |
| Toro Company (TTC) | 0.0 | $39k | 490.00 | 78.72 | |
| Carrier Global Corporation (CARR) | 0.0 | $37k | 700.00 | 52.84 | |
| Ares Capital Corporation (ARCC) | 0.0 | $36k | 1.8k | 20.23 | |
| Old Dominion Freight Line (ODFL) | 0.0 | $36k | 232.00 | 156.80 | |
| Companhia Vale Do Adr (RIO) | 0.0 | $36k | 453.00 | 80.03 | |
| Caretrust Reit (CTRE) | 0.0 | $36k | 1.0k | 36.16 | |
| RPM International (RPM) | 0.0 | $36k | 346.00 | 104.00 | |
| Dell Technologies (DELL) | 0.0 | $36k | 285.00 | 125.88 | |
| Select Stoxx Europe Aspc Dfn Etf Etf (EUAD) | 0.0 | $35k | 841.00 | 42.13 | |
| PIMCO Dynamic Income Etf (PDI) | 0.0 | $35k | 2.0k | 17.71 | |
| John B. Sanfilippo & Son (JBSS) | 0.0 | $35k | 500.00 | 70.60 | |
| InvenTrust Properties Corp (IVT) | 0.0 | $35k | 1.3k | 28.21 | |
| Verisk Analytics Inc Cla Cl A (VRSK) | 0.0 | $35k | 157.00 | 223.69 | |
| Veralto Ord Wi Ord Shs (VLTO) | 0.0 | $35k | 350.00 | 99.78 | |
| Cohen & Steers REIT & Preferred Income Etf (RNP) | 0.0 | $35k | 1.8k | 19.86 | |
| Brookfield Infrastructure Part (BIP) | 0.0 | $33k | 950.00 | 34.74 | |
| New Jersey Resources Corporation (NJR) | 0.0 | $32k | 700.00 | 46.12 | |
| Bank of New York Mellon Corporation (BK) | 0.0 | $31k | 267.00 | 116.09 | |
| Applovin Corp Cl A Cl A (APP) | 0.0 | $31k | 46.00 | 668.13 | |
| Ishares Russell 1000 Val Etf (IWD) | 0.0 | $31k | 146.00 | 210.34 | |
| Solventum Corp (SOLV) | 0.0 | $31k | 386.00 | 79.24 | |
| Manulife Finl Corp (MFC) | 0.0 | $30k | 838.00 | 36.28 | |
| Invesco China Technology ETF Etf (CQQQ) | 0.0 | $30k | 578.00 | 52.00 | |
| Unum (UNM) | 0.0 | $30k | 387.00 | 77.50 | |
| Owl Rock Capital Corporation (OBDC) | 0.0 | $30k | 2.4k | 12.43 | |
| Fidelity Ethereum Fund ETF Etf (FETH) | 0.0 | $30k | 1.0k | 29.61 | |
| Moderna (MRNA) | 0.0 | $30k | 1.0k | 29.49 | |
| Starwood Property Trust (STWD) | 0.0 | $29k | 1.6k | 18.01 | |
| Lennar Corp Cl A Cl A (LEN) | 0.0 | $29k | 282.00 | 102.80 | |
| Cohen & Steers Total Return Real (RFI) | 0.0 | $29k | 2.6k | 11.05 | |
| AutoNation (AN) | 0.0 | $29k | 138.00 | 206.48 | |
| CMS Energy Corporation (CMS) | 0.0 | $28k | 400.00 | 69.93 | |
| Broadstone Net Lease Ord Ord Shs (BNL) | 0.0 | $27k | 1.6k | 17.37 | |
| Etsy (ETSY) | 0.0 | $27k | 490.00 | 55.44 | |
| Everest Re Group (EG) | 0.0 | $27k | 80.00 | 339.35 | |
| UGI Corporation (UGI) | 0.0 | $27k | 720.00 | 37.43 | |
| AES Corporation (AES) | 0.0 | $27k | 1.9k | 14.34 | |
| Highwoods Properties (HIW) | 0.0 | $26k | 1.0k | 25.82 | |
| Solstice Advanced Matls (SOLS) | 0.0 | $26k | 540.00 | 48.58 | |
| Tcg Bdc (CGBD) | 0.0 | $26k | 2.1k | 12.49 | |
| Brixmor Prty (BRX) | 0.0 | $26k | 1.0k | 26.22 | |
| Zoom Video Communications In cl a (ZM) | 0.0 | $26k | 300.00 | 86.29 | |
| Wp Carey (WPC) | 0.0 | $26k | 402.00 | 64.36 | |
| Rigetti Computing Ord Ord Shs (RGTI) | 0.0 | $26k | 1.2k | 22.15 | |
| Ishares S&P Smallcap Core ETF Etf (IJR) | 0.0 | $25k | 209.00 | 119.97 | |
| Pimco Corporate Opportunity Fund Etf (PTY) | 0.0 | $25k | 1.9k | 12.90 | |
| SPDR S&P 500 Growth Etf (SPYG) | 0.0 | $24k | 223.00 | 106.70 | |
| Carpenter Technology Corporation (CRS) | 0.0 | $24k | 75.00 | 314.84 | |
| iShares MSCI KLD 400 Social ETF Etf (DSI) | 0.0 | $23k | 180.00 | 128.83 | |
| Fidelity Enhanced Large Cap Etf Etf (FELG) | 0.0 | $23k | 552.00 | 41.70 | |
| iShares MSCI USA ESG Select ETF Etf (SUSA) | 0.0 | $23k | 165.00 | 139.35 | |
| iShares Russell Top 200 Growth ETF Etf (IWY) | 0.0 | $23k | 83.00 | 276.94 | |
| EOG Resources (EOG) | 0.0 | $23k | 218.00 | 105.01 | |
| Schwab US Dividend Equity ETF Etf (SCHD) | 0.0 | $23k | 830.00 | 27.43 | |
| Newmont Mining Corporation (NEM) | 0.0 | $23k | 226.00 | 99.85 | |
| Bloom Energy Corp Class A Cl A (BE) | 0.0 | $22k | 257.00 | 86.89 | |
| Stag Industrial (STAG) | 0.0 | $22k | 600.00 | 36.76 | |
| Regeneron Pharmaceuticals (REGN) | 0.0 | $22k | 28.00 | 771.86 | |
| Fidelity National Information Services (FIS) | 0.0 | $21k | 312.00 | 66.46 | |
| MercadoLibre (MELI) | 0.0 | $20k | 10.00 | 2014.30 | |
| Vanguard S&P Mid-Cap 400 Value ETF Etf (IVOV) | 0.0 | $20k | 198.00 | 101.01 | |
| Lemonade (LMND) | 0.0 | $20k | 274.00 | 71.18 | |
| Johnson Controls International Plc equity (JCI) | 0.0 | $19k | 160.00 | 119.75 | |
| Power Corp Cda Isin Ord Shs (PWCDF) | 0.0 | $19k | 360.00 | 53.22 | |
| General Mills (GIS) | 0.0 | $19k | 400.00 | 46.50 | |
| Dollar Tree (DLTR) | 0.0 | $19k | 150.00 | 123.01 | |
| Hologic (HOLX) | 0.0 | $18k | 247.00 | 74.49 | |
| Kontoor Brands (KTB) | 0.0 | $18k | 300.00 | 61.09 | |
| Vanguard Small-Cap Growth ETF Etf (VBK) | 0.0 | $18k | 60.00 | 302.12 | |
| Dt Midstream (DTM) | 0.0 | $18k | 150.00 | 119.68 | |
| Hp (HPQ) | 0.0 | $18k | 800.00 | 22.28 | |
| Shore Bancshares (SHBI) | 0.0 | $18k | 1.0k | 17.68 | |
| Vanguard ESG US Stock ETF Etf (ESGV) | 0.0 | $18k | 146.00 | 120.96 | |
| Virginia Natl Bankshares (VABK) | 0.0 | $18k | 442.00 | 39.85 | |
| Lucid Group (LCID) | 0.0 | $17k | 1.7k | 10.57 | |
| Lyondellbasell Industries NV Ord Shs (LYB) | 0.0 | $17k | 400.00 | 43.30 | |
| Qnity Electronics (Q) | 0.0 | $17k | 211.00 | 81.65 | |
| Yum! Brands (YUM) | 0.0 | $17k | 113.00 | 151.28 | |
| Dupont De Nemours (DD) | 0.0 | $17k | 424.00 | 40.20 | |
| iShares MSCI USA Minimum Volatility Etf (USMV) | 0.0 | $17k | 180.00 | 94.16 | |
| Calvert Us Mid Cr Respon Indx Etf Etf (CVMC) | 0.0 | $17k | 264.00 | 64.13 | |
| Phillips 66 (PSX) | 0.0 | $17k | 131.00 | 129.04 | |
| Schwab US Aggregate Bond ETF Etf (SCHZ) | 0.0 | $17k | 721.00 | 23.37 | |
| First Trust Value Line Dividend ETF Etf (FVD) | 0.0 | $16k | 336.00 | 46.08 | |
| Exelon Corporation (EXC) | 0.0 | $16k | 355.00 | 43.59 | |
| Pinnacle West Capital Corporation (PNW) | 0.0 | $15k | 174.00 | 88.70 | |
| Avista Corporation (AVA) | 0.0 | $15k | 400.00 | 38.54 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 0.0 | $15k | 72.00 | 208.75 | |
| Western Midstream Partners (WES) | 0.0 | $15k | 375.00 | 39.50 | |
| Republic Services (RSG) | 0.0 | $14k | 65.00 | 211.92 | |
| Shopify Inc cl a (SHOP) | 0.0 | $14k | 85.00 | 160.96 | |
| Tanger Factory Outlet Centers (SKT) | 0.0 | $14k | 406.00 | 33.37 | |
| Canadian Natural Resources (CNQ) | 0.0 | $14k | 400.00 | 33.85 | |
| Public Storage (PSA) | 0.0 | $13k | 52.00 | 257.81 | |
| iShares US Aerospace & Defense Etf (ITA) | 0.0 | $13k | 62.00 | 214.69 | |
| Comfort Systems USA (FIX) | 0.0 | $13k | 14.00 | 945.64 | |
| Extra Space Storage (EXR) | 0.0 | $13k | 100.00 | 130.22 | |
| Akamai Technologies (AKAM) | 0.0 | $13k | 148.00 | 87.25 | |
| Church & Dwight (CHD) | 0.0 | $12k | 146.00 | 83.85 | |
| U.S. Bancorp (USB) | 0.0 | $12k | 225.00 | 53.36 | |
| Howmet Aerospace (HWM) | 0.0 | $12k | 58.00 | 205.02 | |
| Medical Properties Trust (MPT) | 0.0 | $12k | 2.4k | 5.00 | |
| Silverback Therapeutics (SPRY) | 0.0 | $12k | 1.0k | 11.65 | |
| Chesapeake Financial (CPKF) | 0.0 | $12k | 412.00 | 28.25 | |
| Titan Amer Sa (TTAM) | 0.0 | $11k | 692.00 | 16.48 | |
| Snowflake Inc Cl A (SNOW) | 0.0 | $11k | 50.00 | 219.36 | |
| MetLife (MET) | 0.0 | $11k | 138.00 | 78.94 | |
| Vanguard World Fd Esg International Stock Etf Etf (VSGX) | 0.0 | $11k | 150.00 | 71.62 | |
| Shift4 Payments Cl A Ord (FOUR) | 0.0 | $11k | 167.00 | 62.97 | |
| Lam Research (LRCX) | 0.0 | $10k | 60.00 | 171.18 | |
| iShares Interm Government/Credit Bd Etf (GVI) | 0.0 | $10k | 95.00 | 106.98 | |
| Palantir Technologies (PLTR) | 0.0 | $10k | 56.00 | 177.75 | |
| Metropcs Communications (TMUS) | 0.0 | $9.7k | 48.00 | 203.04 | |
| JPMorgan US Quality Factor ETF Etf (JQUA) | 0.0 | $9.7k | 153.00 | 63.18 | |
| Welltower Inc Com reit (WELL) | 0.0 | $9.7k | 52.00 | 185.62 | |
| Hewlett Packard Enterprise (HPE) | 0.0 | $9.6k | 400.00 | 24.02 | |
| Public Service Enterprise (PEG) | 0.0 | $9.6k | 119.00 | 80.37 | |
| Brookfield Renewable energy partners lpu (BEP) | 0.0 | $9.5k | 354.00 | 26.97 | |
| Tapestry (TPR) | 0.0 | $9.5k | 74.00 | 127.77 | |
| S&p Global (SPGI) | 0.0 | $9.4k | 18.00 | 522.61 | |
| Astrazeneca Adr | 0.0 | $9.1k | 99.00 | 91.93 | |
| Vaxart (VXRT) | 0.0 | $9.0k | 26k | 0.35 | |
| Marvell Technology (MRVL) | 0.0 | $8.7k | 103.00 | 84.57 | |
| Royal Caribbean Cruises (RCL) | 0.0 | $8.6k | 31.00 | 278.94 | |
| Goldman Sachs ActiveBeta EMkts Eq ETF Etf (GEM) | 0.0 | $8.3k | 200.00 | 41.62 | |
| Fidelity MSCI Consumer Staples ETF Etf (FSTA) | 0.0 | $8.0k | 162.00 | 49.14 | |
| Servicenow (NOW) | 0.0 | $7.7k | 50.00 | 153.20 | |
| Synopsys (SNPS) | 0.0 | $7.5k | 16.00 | 469.75 | |
| Dow (DOW) | 0.0 | $7.5k | 319.00 | 23.38 | |
| Warner Bros. Discovery Srs A Ord Wi Ord Shs (WBD) | 0.0 | $7.3k | 255.00 | 28.82 | |
| PowerShares FTSE RAFI US 1500 Sm-Mid ETF Etf (PRFZ) | 0.0 | $7.3k | 160.00 | 45.89 | |
| Devon Energy Corporation (DVN) | 0.0 | $7.3k | 200.00 | 36.63 | |
| V.F. Corporation (VFC) | 0.0 | $7.2k | 400.00 | 18.08 | |
| Cubesmart (CUBE) | 0.0 | $7.2k | 200.00 | 36.05 | |
| Msci (MSCI) | 0.0 | $6.9k | 12.00 | 573.75 | |
| Old Republic International Corporation (ORI) | 0.0 | $6.8k | 150.00 | 45.64 | |
| Invesco Financial Preferred ETF Etf (PGF) | 0.0 | $6.8k | 484.00 | 14.14 | |
| Apollo Commercial Real Est. Finance (ARI) | 0.0 | $6.8k | 700.00 | 9.68 | |
| America First Multifamily Investors Com Ut Ltd Ptn (GHI) | 0.0 | $6.7k | 972.00 | 6.89 | |
| TransDigm Group Incorporated (TDG) | 0.0 | $6.6k | 5.00 | 1329.80 | |
| Reinsurance Group of America (RGA) | 0.0 | $6.5k | 32.00 | 203.47 | |
| Vodafone Group Adr (VOD) | 0.0 | $6.3k | 477.00 | 13.21 | |
| Lululemon Athletica (LULU) | 0.0 | $6.2k | 30.00 | 207.80 | |
| Diamondback Energy (FANG) | 0.0 | $6.2k | 41.00 | 150.34 | |
| Baxter International (BAX) | 0.0 | $6.1k | 320.00 | 19.11 | |
| Corteva (CTVA) | 0.0 | $6.1k | 91.00 | 67.03 | |
| Schwab US Mid-Cap ETF Etf (SCHM) | 0.0 | $6.0k | 199.00 | 30.09 | |
| O'reilly Automotive (ORLY) | 0.0 | $5.5k | 60.00 | 91.22 | |
| Chipotle Mexican Grill (CMG) | 0.0 | $5.2k | 140.00 | 37.00 | |
| Archer Daniels Midland Company (ADM) | 0.0 | $5.2k | 90.00 | 57.49 | |
| Linde Ord Shs (LIN) | 0.0 | $5.1k | 12.00 | 426.42 | |
| CoStar (CSGP) | 0.0 | $5.1k | 76.00 | 67.24 | |
| Dollar General (DG) | 0.0 | $5.0k | 38.00 | 131.21 | |
| Cameco Corporation (CCJ) | 0.0 | $5.0k | 54.00 | 92.22 | |
| Millrose Properties Incwhen Issued Cl A (MRP) | 0.0 | $5.0k | 166.00 | 29.87 | |
| Yum China Holdings (YUMC) | 0.0 | $4.9k | 103.00 | 47.74 | |
| Alexandria Real Estate Equities (ARE) | 0.0 | $4.9k | 100.00 | 48.94 | |
| Delta Air Lines (DAL) | 0.0 | $4.9k | 70.00 | 69.40 | |
| Wabtec Corporation (WAB) | 0.0 | $4.7k | 22.00 | 213.45 | |
| Banco Santander (SAN) | 0.0 | $4.7k | 400.00 | 11.73 | |
| The Magnum Ice Cream C F (MICC) | 0.0 | $4.6k | 291.00 | 15.85 | |
| Kosmos Energy (KOS) | 0.0 | $4.5k | 5.0k | 0.91 | |
| Ionq Ord Ord Shs (IONQ) | 0.0 | $4.5k | 100.00 | 44.87 | |
| Upstart Hldgs (UPST) | 0.0 | $4.4k | 100.00 | 43.73 | |
| Arm Holdings (ARM) | 0.0 | $4.4k | 40.00 | 109.30 | |
| Baker Hughes A Ge Company (BKR) | 0.0 | $4.3k | 94.00 | 45.54 | |
| iShares Core US Treasury Bond Etf (GOVT) | 0.0 | $4.2k | 182.00 | 23.05 | |
| Fidelity MSCI Materials ETF Etf (FMAT) | 0.0 | $4.0k | 75.00 | 53.11 | |
| TowneBank (TOWN) | 0.0 | $3.9k | 116.00 | 33.37 | |
| Qxo (QXO) | 0.0 | $3.9k | 200.00 | 19.29 | |
| NRG Energy (NRG) | 0.0 | $3.8k | 24.00 | 159.25 | |
| Paypal Holdings (PYPL) | 0.0 | $3.8k | 65.00 | 58.38 | |
| Blue Owl Capital Cl A Ord Cl A (OWL) | 0.0 | $3.8k | 253.00 | 14.94 | |
| Pulte (PHM) | 0.0 | $3.8k | 32.00 | 117.25 | |
| Viatris (VTRS) | 0.0 | $3.7k | 301.00 | 12.45 | |
| iShares Core S&P Mid Cap ETF Etf (IJH) | 0.0 | $3.6k | 55.00 | 66.00 | |
| Cronos Group (CRON) | 0.0 | $3.6k | 1.4k | 2.63 | |
| Zimmer Holdings (ZBH) | 0.0 | $3.6k | 40.00 | 89.92 | |
| ARK Innovation ETF Etf (ARKK) | 0.0 | $3.5k | 45.00 | 76.91 | |
| Sandoz Group Adr (SDZNY) | 0.0 | $3.4k | 47.00 | 72.77 | |
| Huntington Bancshares Incorporated (HBAN) | 0.0 | $3.4k | 194.00 | 17.32 | |
| Apa Corporation (APA) | 0.0 | $3.3k | 135.00 | 24.46 | |
| Chemours (CC) | 0.0 | $3.2k | 272.00 | 11.79 | |
| Square Inc cl a (XYZ) | 0.0 | $3.2k | 49.00 | 65.08 | |
| Gossamer Bio (GOSS) | 0.0 | $3.1k | 1.0k | 3.10 | |
| W.W. Grainger (GWW) | 0.0 | $3.0k | 3.00 | 1009.00 | |
| Hypatia Women CEO ETF Etf (WCEO) | 0.0 | $3.0k | 90.00 | 32.98 | |
| Schwab International Equity ETF Etf (SCHF) | 0.0 | $3.0k | 123.00 | 24.05 | |
| Targa Res Corp (TRGP) | 0.0 | $3.0k | 16.00 | 184.50 | |
| PNM Resources (TXNM) | 0.0 | $2.9k | 50.00 | 58.88 | |
| Hartford Financial Services (HIG) | 0.0 | $2.9k | 21.00 | 137.81 | |
| Ametek (AME) | 0.0 | $2.9k | 14.00 | 205.29 | |
| Arqit Quantum (ARQQ) | 0.0 | $2.8k | 130.00 | 21.88 | |
| Boston Scientific Corporation (BSX) | 0.0 | $2.7k | 28.00 | 95.36 | |
| Fluor Corporation (FLR) | 0.0 | $2.6k | 66.00 | 39.64 | |
| iShares Future AI & Tech ETF Etf (ARTY) | 0.0 | $2.5k | 52.00 | 48.17 | |
| Martin Marietta Materials (MLM) | 0.0 | $2.5k | 4.00 | 622.75 | |
| Cava Group Ord Ord Shs (CAVA) | 0.0 | $2.3k | 40.00 | 58.70 | |
| Sony Group Corp Adr (SONY) | 0.0 | $2.3k | 90.00 | 25.60 | |
| Fortune Brands (FBIN) | 0.0 | $2.3k | 45.00 | 50.02 | |
| Mid-America Apartment (MAA) | 0.0 | $2.1k | 15.00 | 143.00 | |
| Rayonier (RYN) | 0.0 | $2.1k | 98.00 | 21.65 | |
| AmerisourceBergen (COR) | 0.0 | $2.0k | 6.00 | 337.83 | |
| Carnival Corporation (CCL) | 0.0 | $2.0k | 66.00 | 30.55 | |
| Innovative Industria A (IIPR) | 0.0 | $1.9k | 40.00 | 47.67 | |
| Tredegar Corporation (TG) | 0.0 | $1.7k | 240.00 | 7.18 | |
| LTC Properties (LTC) | 0.0 | $1.7k | 50.00 | 34.38 | |
| Adyen Unspon 50 ADR Rep 1 Ord Ord Shs (ADYEY) | 0.0 | $1.6k | 100.00 | 15.97 | |
| Schwab US Small-Cap ETF Etf (SCHA) | 0.0 | $1.5k | 53.00 | 28.49 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $1.4k | 3.00 | 453.33 | |
| Kyndryl Holdings Ord Wi (KD) | 0.0 | $1.3k | 48.00 | 26.56 | |
| Haleon Adr Rep 2 Ord Adr (HLN) | 0.0 | $1.2k | 123.00 | 10.11 | |
| Nio Inc Ads Repstg Cl A Ord Cl A (NIO) | 0.0 | $1.2k | 243.00 | 5.10 | |
| Compass Cl A Ord Cl A (COMP) | 0.0 | $1.2k | 115.00 | 10.53 | |
| Washington Real Estate Investment Trust (ELME) | 0.0 | $1.1k | 65.00 | 17.40 | |
| Affirm Hldgs (AFRM) | 0.0 | $1.1k | 15.00 | 74.40 | |
| Shell Ord Shs (RYDAF) | 0.0 | $1.1k | 30.00 | 36.87 | |
| Moody's Corporation (MCO) | 0.0 | $1.0k | 2.00 | 511.00 | |
| Deutsche Boerse Adr (DBOEY) | 0.0 | $973.000100 | 37.00 | 26.30 | |
| SPDR Dow Jones Global Real Estate ETF Etf (RWO) | 0.0 | $965.000400 | 21.00 | 45.95 | |
| Curaleaf Holdings Inc equities (CURLF) | 0.0 | $886.012800 | 356.00 | 2.49 | |
| Brookfield Reinsrnc Ex Votn Cl A Ord Ord Shs (BNT) | 0.0 | $873.000600 | 19.00 | 45.95 | |
| Alcon Inc Ord Ord Shs (ALC) | 0.0 | $788.000000 | 10.00 | 78.80 | |
| Ardagh Metal Packaging S A (AMBP) | 0.0 | $656.000000 | 160.00 | 4.10 | |
| Masterbrand Inc-w/i (MBC) | 0.0 | $496.998000 | 45.00 | 11.04 | |
| Dick's Sporting Goods (DKS) | 0.0 | $396.000000 | 2.00 | 198.00 | |
| Armour Residential Reit (ARR) | 0.0 | $354.000000 | 20.00 | 17.70 | |
| Airbnb Cl A (ABNB) | 0.0 | $271.000000 | 2.00 | 135.50 | |
| Prospect Capital Corporation (PSEC) | 0.0 | $259.000000 | 100.00 | 2.59 | |
| Nintendo Adr (NTDOY) | 0.0 | $253.000500 | 15.00 | 16.87 | |
| Altaba | 0.0 | $214.998300 | 57.00 | 3.77 | |
| Medtronic (MDT) | 0.0 | $214.000000 | 2.00 | 107.00 | |
| Global X Blockchain ETF Etf (BKCH) | 0.0 | $192.000000 | 3.00 | 64.00 | |
| Futura Med Ord Shs (FAMDF) | 0.0 | $150.000000 | 10k | 0.01 | |
| Proshares Bitcoin Strategy Etf Etf (BITO) | 0.0 | $146.000400 | 12.00 | 12.17 | |
| Brookfield Renewable Corp Cl A Ex Sub Vtg (BEPC) | 0.0 | $114.999900 | 3.00 | 38.33 | |
| Sony Financial Group Inc. Adr Cmn Adr (SFGYY) | 0.0 | $93.999600 | 18.00 | 5.22 | |
| Co-Diagnostics | 0.0 | $88.987500 | 525.00 | 0.17 | |
| Sprott Asset Management LP SPROTT PHYSICAL URANIUM Ut (SRUUF) | 0.0 | $59.000100 | 3.00 | 19.67 | |
| Occidental Petroleum Corp Warrant (OXY.WS) | 0.0 | $57.999900 | 3.00 | 19.33 | |
| Canopy Growth CORP (CGC) | 0.0 | $54.998400 | 48.00 | 1.15 | |
| Wells Fargo & Co P Preferred Stock (WFCNP) | 0.0 | $40.000700 | 19.00 | 2.11 | |
| C3 Ai Inc Cl A Cl A (AI) | 0.0 | $39.999900 | 3.00 | 13.33 | |
| Under Armour Inc-class C CL C (UA) | 0.0 | $38.000000 | 8.00 | 4.75 | |
| Beyond Meat (BYND) | 0.0 | $19.000300 | 23.00 | 0.83 | |
| American Airls (AAL) | 0.0 | $15.000000 | 1.00 | 15.00 | |
| JetBlue Airways Corporation (JBLU) | 0.0 | $14.000100 | 3.00 | 4.67 | |
| 1/100000 Wells Fargo P Preferred Stock | 0.0 | $6.220000 | 62k | 0.00 | |
| 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 | |
| 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 | 259.00 | 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 | |
| Southwest Va Bkshrs | 0.0 | $0 | 890.00 | 0.00 |