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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT (Amended)

Heritage Wealth Advisors

Quarter ended Q4 2024 · Filed December 12, 2024 · Accession 0001591122-24-000008

Total Value
$1.38B
Positions
542
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1IShares S&P 500 Index464287200783,047$280.8M20.37%
2iShares Core MSCI EAFE46432F8421,591,348$83.8M6.08%
3iShares Core S&P Total US Stock Mkt464287150621,345$49.4M3.59%
4iShares Russell Midcap Value464287473481,152$46.2M3.35%
5SPDR S&P 500 IndexSPY122,671$43.8M3.18%
6iShares Core MSCI Emerging Markets ETF46434G103990,254$42.6M3.09%
7Unitedhealth Group IncUNH84,041$42.4M3.08%
8Apple Computer IncAAPL291,200$40.2M2.92%
9Microsoft CorpMSFT171,175$39.9M2.89%
10Merck & Co IncMRK450,423$38.8M2.81%
11Johnson & JohnsonJNJ219,852$35.9M2.61%
12Pepsico IncorporatedPEP197,337$32.2M2.34%
13Berkshire Hathaway Cl BBRK-A118,302$31.6M2.29%
14Raytheon Technologies OrdRTX378,013$30.9M2.24%
15Brookfield Asset Mgmt112585104701,085$28.7M2.08%
16Alphabet Inc. Class CGOOG287,010$27.6M2.00%
17Newmont Mining CorpNEMCL649,207$27.3M1.98%
18ConocophillipsCOP239,956$24.6M1.78%
19Mastercard IncMA84,608$24.1M1.75%
20Progressive Corp Ohio743315103204,324$23.7M1.72%
21Union Pacific CorpUNP120,120$23.4M1.70%
22Medtronic IncMDT287,472$23.2M1.68%
23Comcast Corp New Cl ACCZ790,821$23.2M1.68%
24Wal-Mart Stores IncWMT170,348$22.1M1.60%
25U S Bancorp Del NewUSB-PS541,897$21.8M1.58%
26Home Depot IncHD77,318$21.3M1.55%
27Markel CorpMKL19,271$20.9M1.52%
28Disney Walt Co254687106189,646$17.9M1.30%
29Dominion Res Inc Va NewD256,258$17.7M1.28%
30Williams Companies969457100378,327$10.8M0.79%
31iShares MSCI EAFE464287465172,688$9.7M0.70%
32Vanguard Dividend Appreciation92190884463,288$8.6M0.62%
33Enterprise Prd Prtnrs Lp293792107288,587$6.9M0.50%
34Philip Morris Intl Inc71817210964,219$5.3M0.39%
35iShares MSCI Emrg Mkt Fd464287234121,558$4.2M0.31%
36Ishares S&P 500 Growth46428730972,818$4.2M0.31%
37Amazon Com IncAMZN36,512$4.1M0.30%
38Alphabet Inc. Class AGOOG39,939$3.8M0.28%
39Visa IncV21,127$3.8M0.27%
40Exxon Mobil CorporationXOM35,975$3.1M0.23%
41Mc Donalds CorpMCD12,389$2.9M0.21%
42iShares S&P 10046428710117,573$2.9M0.21%
43Altria Group IncMO66,058$2.7M0.19%
44Utd Dominion Rlty Tr IncUDR63,438$2.6M0.19%
45Sector Spdr Tech Select81369Y80319,191$2.3M0.17%
46Anthem IncELV4,968$2.3M0.16%
47Truist Finl Corp Com89832Q10947,981$2.1M0.15%
48Lowes Companies Inc54866110710,971$2.1M0.15%
49Marsh & Mc Lennan Co Inc57174810212,914$1.9M0.14%
50Mondelez Intl Inc Cl A60920710534,811$1.9M0.14%
51Jpmorgan Chase & CoVYLD18,157$1.9M0.14%
52C S X CorpCSX68,838$1.8M0.13%
53Invesco S&P 500 Equal Weight ETFIVZ14,199$1.8M0.13%
54Bank Of America Corp06050510455,355$1.7M0.12%
551/100 Berkshire Htwy ClaBRK-A400$1.6M0.12%
56Procter & Gamble74271810912,765$1.6M0.12%
57Costco Whsl Corp New22160K1053,214$1.5M0.11%
58Chevron CorporationCVX10,336$1.5M0.11%
59Select Sector Spdr Trust The Utilities Select Sect81369Y88621,458$1.4M0.10%
60Raymond James Finl Inc75473010914,103$1.4M0.10%
61Thermo Electron CorpTMO2,697$1.4M0.10%
62Vanguard Total Stock Mkt9229087697,595$1.4M0.10%
63Coca Cola CompanyKO23,701$1.3M0.10%
64Abbvie Inc Com Usd0.01ABBV9,459$1.3M0.09%
65Waste Management, INC.94106L1097,837$1.3M0.09%
66iShares US Healthcare4642877624,829$1.2M0.09%
67Owens & Minor Inc Hldg Co69073210248,000$1.2M0.08%
68Abbott LaboratoriesABLZF11,937$1.2M0.08%
69American Century U.S. Quality Value ETF02507220827,118$1.1M0.08%
70Zoetis IncZTS7,468$1.1M0.08%
71Oracle CorporationORCL-PD17,670$1.1M0.08%
72Cisco Systems IncCSCO25,448$1.0M0.07%
73General Dynamics CorpGD4,770$1.0M0.07%
74Vanguard Mid-Cap ETF9229086295,233$983,7160.07%
75Illinois Tool Works Inc4523081095,439$982,4740.07%
76Auto Data ProcessingADP4,322$977,5900.07%
77Ishares U S Pfd Etf46428868730,460$964,6680.07%
78Ishares Russell Midcap46428749915,270$949,0310.07%
79Ishares Russell 20004642876555,452$899,2050.07%
80Amgen IncorporatedAMGN3,946$889,4280.06%
81Carmax IncKMX13,191$870,8700.06%
82Ishares Tr Russell4642876224,400$868,2520.06%
83Qualcomm IncQCOM7,507$848,0930.06%
84Diageo Plc New AdrDGEAF4,979$845,4840.06%
85Universal Corp VaUVV18,312$843,0660.06%
86Norfolk Southern Corp6558441083,980$834,4070.06%
87Albemarle CorpALB-PA3,000$793,3200.06%
88United Parcel Service BUPS4,905$792,3090.06%
89Ishares Russell Midcap Growth4642874819,995$783,9080.06%
90Vanguard Index Funds Vanguard High Dividend Yield9219464067,995$758,5690.06%
91DIMENSIONAL U S CORE EQUITY 2 ETF25434V70832,405$720,6870.05%
92Vanguard Small Cap9229087514,061$694,0660.05%
93Schwab US Tips ETF80852487013,300$688,9400.05%
94Sysco CorporationSYY9,697$685,6980.05%
95Starbucks CorpSBUX8,008$674,7290.05%
96Intel CorpINTC25,771$664,1070.05%
97Air Prod & Chemicals IncAIIR2,842$661,4190.05%
98United Bankshares IncUNTCW17,863$638,6020.05%
99Honeywell International4385161063,796$633,7810.05%
100Sector Spdr Health Fund81369Y2095,124$620,5680.05%
101Trane Technologies PLCTT4,256$616,3110.04%
102C V S Corp DelCVS6,449$615,0410.04%
103Pfizer IncorporatedPFE13,859$606,4640.04%
104Emerson Electric CoEMR8,227$602,3810.04%
105Eli Lilly and CoLLY1,839$594,6410.04%
106Atlantic Un Bankshares Corp04911A10719,187$582,9010.04%
107iShares ESG Aware MSCI EAFE ETF46435G51610,357$581,3190.04%
108Intuitive Surgical NewISRG3,055$572,6290.04%
109Intuit IncINTU1,471$569,7480.04%
110American Express CompanyAXP4,209$567,7710.04%
111Schwab US Large-Cap ETF80852420113,328$564,4400.04%
112Plymouth Industrial REIT Inc72964010233,100$556,4110.04%
113Tri Continental Corp89543610321,681$554,1660.04%
114Biogen Idec IncBIIB2,032$542,5440.04%
115Vanguard Reit9229085536,709$537,8610.04%
116Ishares Russell 2000 Value ETF4642876304,060$523,4560.04%
117Sector Spdr Fincl Select81369Y60517,204$522,3130.04%
118Ishares S&P Smcap Value4642878796,270$516,9620.04%
119AvalonBay Communities IncAWX2,788$513,5910.04%
120Intl Business MachinesINTR4,192$498,0520.04%
121Morgan StanleyMS-PQ6,283$496,4480.04%
122Blackstone Group LPBX5,905$494,2490.04%
123General Electric Company3696043017,813$483,6790.04%
124Adobe Systems IncADBE1,738$478,2980.03%
125Nvidia CorpNVDA3,856$468,0800.03%
126Microchip Technology IncMCHPP7,462$455,4290.03%
127Duke Energy NewDUKB4,853$451,4260.03%
128Applied Materials Inc0382221055,468$447,9930.03%
129Lauder Estee Co Inc Cl A5184391042,038$440,0040.03%
130Capital One Financial Cp14040H1054,560$420,2910.03%
131SPDR S&P Bank ETF78464A7979,489$420,2680.03%
132Caterpillar IncCAT2,556$419,3880.03%
133Newmarket CorporationNEU1,391$418,4550.03%
134Nasdaq Stock Market IncNDAQ7,332$415,5780.03%
135Target CorporationTGT2,773$411,4850.03%
136Ishares Barclays Aggregate Bond4642872264,248$409,2600.03%
137Verizon CommunicationsVZ10,749$408,1400.03%
138Danaher Corp Del2358511021,544$398,8000.03%
139Cintas CorpCTAS1,013$393,2360.03%
140Cigna Corp1255231001,417$393,1750.03%
141Edwards Lifesciences CpEW4,716$389,6830.03%
142S B A Communications CpSBAC1,351$384,5620.03%
1433m CompanyMMM3,449$381,1650.03%
144PowerShares QQQ ETFIVZ1,414$377,9060.03%
145Stanley Furniture New42834P20748,633$376,9060.03%
146Ares Capital CorpARCC22,328$376,9000.03%
147iShares ESG Aware MSCI EM ETF46434G86313,335$368,9850.03%
148R L I CorpRLI3,500$358,3300.03%
149Fiserv IncFISV3,800$355,5660.03%
150Netflix IncNFLX1,463$344,4490.02%
151Fairfax India Ho-Sub Com Sub Vtg Shs Isi30389710236,200$343,1760.02%
152Deere & CoDE1,009$336,9010.02%
153Broadridge Finl Solution11133T1032,270$327,6060.02%
154Schwab US Large-Cap Growth ETF8085243005,849$326,4500.02%
155Goldman Sachs Group IncGSCE1,082$317,2260.02%
156Ishares Dj Select Div Fd4642871682,843$304,8260.02%
157Bank of New York Mellon Corp.0640581007,889$303,8840.02%
158Aon Plc Com Usd0.01 Cl AAON1,132$303,1900.02%
159Meta Platforms IncMETA2,228$302,2950.02%
160Humana IncHUM621$301,3030.02%
161Citigroup IncC-PR8,234$298,2050.02%
162Nuveen ESG Mid-Cap Value ETFNU10,463$296,9400.02%
163Vanguard Health Care ETF92204A5041,316$294,4560.02%
164FS KKR Capital CorpFSK17,119$290,1640.02%
165Marriott Intl Inc Cl A5719032022,051$287,3680.02%
166Schwab US Dividend Equity ETF8085247974,244$281,9440.02%
167Valero Energy Corp NewVLO2,605$278,2930.02%
168The Southern CompanySOMN4,052$275,5360.02%
169iShares Ultra Short-Term Bond ETF46434V8785,500$275,0550.02%
170Micron Technology IncMU5,357$268,3860.02%
171Blackrock IncBLK487$267,9860.02%
172Texas Instruments Inc8825081041,705$263,9000.02%
173Nextera Energy Inc ComNEE-PW3,300$258,7530.02%
174Arthur J Gallagher & Co3635761091,498$256,4880.02%
175Kimberly-Clark CorpKMB2,279$256,4790.02%
176Tesla, IncTSLA945$250,6610.02%
177Kraft Heinz Co ComKHC7,503$250,2250.02%
178Northrop Grumman CorpNOC530$249,2700.02%
179Hanover Insurance Group4108671051,930$247,3100.02%
180iShares Currency Hedged MSCI EAFE46434V8038,103$242,1990.02%
181Teledyne TechnologiesTDY708$238,9290.02%
182Nestle S A Reg B Adr6410694062,184$237,6060.02%
183Vanguard Mid Cap Value9229085121,949$237,3300.02%
184Dexcom IncDXCM2,936$236,4650.02%
185Travelers Companies IncTRV1,536$235,3330.02%
186Ishares S&P Small-Cap4642878872,288$232,6210.02%
187Dover CorporationDOV1,980$230,8280.02%
188Enbridge IncENNPF6,191$229,6860.02%
189ETFS Physical PalladiumPALL1,125$225,9850.02%
190Allstate CorporationALL-PJ1,811$225,5240.02%
191Schw US Brd Mkt Etf8085241025,183$217,6450.02%
192Diamonds TRUST Series I78467X109749$215,1880.02%
193Nucor CorpNUE2,000$213,9800.02%
194Accenture Ltd Cl AACN825$212,2730.02%
195Salesforce ComCRM1,452$208,8560.02%
196Ishares Nasdaq Biotechnology4642875561,750$204,6800.01%
197Pnc Finl Services Gp Inc6934751051,305$194,9930.01%
198Genuine Parts CoGPC1,300$194,1160.01%
199Autodesk IncADSK1,036$193,5250.01%
200Vanguard 500 ETF922908363581$190,7420.01%
201Ford Motor Company New34537086016,955$189,8950.01%
202Canadian Pac Railway13645T1002,800$186,8160.01%
203Fortinet IncFTNT3,750$184,2380.01%
204Wells Fargo & Co New9497461014,493$180,7080.01%
205Becton Dickinson & CoBDX807$179,7380.01%
206iShares MSCI ACWI ex US ETF4642882404,458$178,3650.01%
207Invesco NASDAQ Next Gen 100 ETFIVZ8,015$177,5320.01%
208United Rentals IncURI657$177,4690.01%
209Quest Diagnostic IncDGX1,440$176,6740.01%
210Vanguard Total International Stock ETF9219097683,838$175,6650.01%
211Sempra EnergySREA1,166$174,8300.01%
212Mckesson CorporationMCK508$172,6540.01%
213NetApp IncNTAP2,730$168,8510.01%
214Aptargroup IncATR1,770$168,2030.01%
215Watsco IncWSO-B643$165,5690.01%
216Avery Dennison CorpAVY1,008$164,0020.01%
217Lockheed Martin CorpLMT415$160,4870.01%
218Unilever Plc Adr NewUNLYF3,625$158,9200.01%
219Paypal Hldgs IncPYPL1,796$154,5820.01%
220Archer-Daniels-Midlnd CoADM1,895$152,4530.01%
221Gilead Sciences IncGILD2,464$152,0040.01%
222Bristol-Myers Squibb CoCELG-RI2,135$151,7770.01%
223Boeing CoBA-PA1,227$148,5650.01%
224Ingersoll-Rand plcIR3,385$146,4350.01%
225L3Harris Technologies OrdLHX702$145,8970.01%
226CBRE Group IncCBRE2,155$145,4840.01%
227Toro CompanyTORO1,670$144,4220.01%
228Advanced Micro DevicesAMD2,262$143,3200.01%
229Tri-County Financial Cp20368X1014,140$142,0020.01%
230Novartis A G Spon AdrNVSEF1,865$141,7590.01%
231Corning IncGLW4,792$139,0640.01%
232City Holding CoCHCO1,512$134,0990.01%
233Ecolab IncECL923$133,3000.01%
234CHS IncCHSCO4,980$132,6670.01%
235Amphenol Corp Cl A0320951011,942$130,0360.01%
236Canadian Natl Ry Co1363751021,195$129,0480.01%
237Roper Industries IncROP355$127,6720.01%
238Prudential Financial IncPUKPF1,454$124,7640.01%
239Berkley W R CorpWRB-PH1,909$123,2830.01%
240Nike Inc Class BNKE1,471$122,3060.01%
241Kinsale Cap Group Inc Com49714P108475$121,3250.01%
242Eaton CorporationETN905$120,6910.01%
243Moderna IncMRNA1,000$118,2500.01%
24422nd Century Group Inc90137F103126,823$117,6030.01%
245Huntsman CorporationHUN4,500$110,4300.01%
246Sun Communities Inc866674104800$108,2640.01%
247EPR Properties26884U1093,000$107,5800.01%
248Amer Electric Pwr Co Inc0255371011,187$102,6020.01%
249Blue Ridge Bankshares IncBRBS8,047$102,2770.01%
250Southwest Airlines Co8447411083,278$101,0940.01%
251Main Str Cap Corp Com56035L1043,000$100,9200.01%
252Paychex IncPAYX875$98,1840.01%
253Parker-Hannifin CorpPH396$95,9550.01%
254General Motors Corp37045V1002,956$94,8600.01%
255WisdomTree US Dividend ex-Financials ETFWT1,145$93,4660.01%
256NuStar Energy LPNU4,150$92,2960.01%
257Novo-Nordisk A-S AdrNONOF925$92,1580.01%
258Dollar General Corp256677105380$91,2160.01%
259WisdomTree SmallCap Dividend ETFWT3,469$89,2920.01%
260Encompass Health CorpEHC1,918$86,7510.01%
261C H Robinson Worldwd NewCHRW860$82,8270.01%
262Ross Stores IncROST980$82,5850.01%
263iShares Core S&P Mid Cap ETF464287507371$81,3450.01%
264Brookfield Renewable Partners LPG162581082,568$80,3780.01%
265J B Hunt Transport Svcs445658107500$78,2100.01%
266Vanguard S&P 500 Value ETF921932703626$77,7120.01%
267SPDR Portfolio S&P 500 Value ETF78464A5082,200$75,8780.01%
268iShares US Real Estate ETF464287739919$74,8250.01%
269DFA TA World ex US Core Equity I25434V8803,960$74,8040.01%
270Airbnb IncABNB700$73,5280.01%
271Realty Income CorpO1,250$72,7500.01%
272Bp Plc AdrBPPFF2,548$72,7450.01%
273Chubb CorporationCB382$69,4780.01%
274Vanguard Mid-Cap Growth ETF922908538396$67,5340.00%
275Booking Hldgs IncBKNG41$67,3720.00%
276Vanguard Information Technology ETF92204A702216$66,3920.00%
277Liberty Media Corp Delaware Com C SiriusxmFWONB1,745$65,8040.00%
278Gildan Activewear IncGIL2,311$65,3320.00%
279Amern Tower Corp Class A03027X100304$65,2690.00%
280Fidelity Natl Finl IncFNF1,772$64,1460.00%
281Baxter International Inc0718131091,185$63,8240.00%
282LUCID GROUP ORDLCID4,500$62,8650.00%
283Roku Inc Com Cl AROKU1,088$61,3630.00%
284Symantec CorpGENVR3,005$60,5210.00%
285Ameriprise Financial Inc03076C106240$60,4680.00%
286iShares Silver TrustSLV3,382$59,1850.00%
287Dollar Tree IncDLTR434$59,0670.00%
288Schlumberger LtdSLB1,592$57,1530.00%
289W P Carey Inc92936U109804$56,1190.00%
290Seagate TechnologySE1,050$55,8920.00%
291Rowe T Price Group IncTROW524$55,0180.00%
292Rpm International Inc749685103646$53,8180.00%
293Invesco S&P 500 Low Volatility ETFIVZ912$52,7410.00%
294PhillipsPSX644$52,0060.00%
295iShares Core Dividend Growth ETF46434V6211,158$51,4960.00%
296Spdr Dow Jones Reit78464A607605$50,9770.00%
297Colgate-Palmolive CoCL706$49,5970.00%
298Stantec IncSTN1,115$48,8700.00%
299Chicago Mercantile ExchCME275$48,7110.00%
300Xylem IncXYL556$48,5720.00%
301Dow Chemical CompanyDOW1,104$48,4990.00%
302Evergy IncEVRG800$47,5200.00%
303Cummins IncCMI230$46,7360.00%
304Spdr Gold TRUSTGLD302$46,7100.00%
305Sprott Physical Gold & Silver TrustSII3,000$46,7100.00%
306Apollo Global Management LLC Class A03769M1061,000$46,5000.00%
307Ishares Core High Dividend Etf46429B663505$46,1010.00%
308D T E Energy CompanyDTK400$46,0200.00%
309Agilent Technologies IncA366$44,4870.00%
310Chipotle Mexican GrillCMG29$43,5800.00%
311Ishares U S Technology Etf464287721592$43,4350.00%
312A E S CorpAES1,875$42,3750.00%
313iShares Russell 3000 Growth464287671525$42,0950.00%
314Ingredion IncINGR522$42,0310.00%
315Avago Technologies LtdAVGO92$40,8490.00%
316Magellan Midstream Ptnrs559080106850$40,3840.00%
317Hewlett-Packard CompanyHPQ1,620$40,3700.00%
318P P G Industries Inc693506107346$38,2990.00%
319Partners Bancorp70213Q1084,294$38,1740.00%
320Sanfilippo John B & Son IncJBSS500$37,8650.00%
321K L A Tencor CorpKLAC125$37,8290.00%
322Corporate Office Properties TrustCDP1,600$37,1680.00%
323Corteva Inc comCTVA642$36,6900.00%
324O Reilly Automotive Inc67103H10752$36,5740.00%
325Cognizant Tech Sol Cl ACTSH630$36,1870.00%
326Motorola Solutions Inc Com NewMSI161$36,0590.00%
327Rush Enterprises IncRUSHB750$35,9330.00%
328Crown Castle Intl CorpCCI243$35,1260.00%
329Cce Spinco IncLYV460$34,9780.00%
330Constellation Brand Cl ASTZ150$34,4520.00%
331Regeneron PharmaceuticalsREGN50$34,4440.00%
332iShares PHLX Semiconductor ETF464287523108$34,4230.00%
333Sherwin Williams CoSHW168$34,3980.00%
334Hartford Finl Svcs GrpHIG-PG542$33,5710.00%
335Vanguard Emerging Market922042858910$33,2060.00%
336Activision Inc00507V109445$33,0810.00%
337Ameren CorporationAEE410$33,0260.00%
338Lululemon Athletica IncLULU117$32,7090.00%
339WisdomTree US Total Dividend ETFWT590$32,0130.00%
340Vanguard Intl Div Apprec ETF921946810502$31,1190.00%
341Oneok Inc NewOKE600$30,7440.00%
342Vanguard Intl Eqty Index922042775682$30,2540.00%
343Taiwan Semiconductr Adrf874039100437$29,9610.00%
344Allegion PLCALLE333$29,8630.00%
345Dupont De Nemours IncDD586$29,5340.00%
346Church & Dwight Co IncCHD396$28,2900.00%
347Fastenal CoFAST609$28,0380.00%
348Willis Towers WatsonWTW139$27,9310.00%
349Kellogg CompanyBEKE400$27,8640.00%
350Highwoods Pptys Inc4312841081,017$27,4180.00%
351Linde plcLIN100$26,9590.00%
352VICI Properties Inc925652109900$26,8650.00%
353STORE Capital Corp862121100850$26,6310.00%
354Leggett & Platt IncLEG800$26,5760.00%
355Idexx Labs Inc45168D10480$26,0640.00%
356Electronic Arts IncEA225$26,0350.00%
357Carrier Global Corp-WiCARR725$25,7810.00%
358Lamb Weston Holdings IncLW333$25,7680.00%
359Liberty Media GroupFWONB436$25,5060.00%
360Vanguard Value ETF922908744205$25,3130.00%
361Cardinal Health IncCAH368$24,5380.00%
362ATHENE HOLDING LTD 6.35 SER AATHS1,000$24,3800.00%
363Hershey CompanyHSY110$24,2390.00%
364Duke Energy Corp New Dp Rep Pfd ADUKB1,000$23,9900.00%
365Pinnacle West Capital CpPNW365$23,5460.00%
366Advance Auto Parts IncAAP150$23,4510.00%
367U G I Corporation New902681105720$23,2780.00%
368Uber Technologies IncUBER878$23,2670.00%
369Ansys Inc03662Q105104$23,0570.00%
370Best Buy IncBBY359$22,7390.00%
371Aecom Technology CorpACM325$22,2200.00%
372Knight Swift Transn Hldgs Inc499049104450$22,0190.00%
373Triton International LtdG9078F107400$21,8920.00%
374ALPS Sector Dividend Dogs ETF00162Q858481$21,7220.00%
375Vaxart Inc Com NewVXRT9,950$21,6910.00%
376Mercadolibre IncMELI26$21,5220.00%
377Welltower Inc ComWELL330$21,2260.00%
378Everest Re Group LtdEG80$20,9950.00%
379SHELL ADR EACH REP 2 ORD WIRYDAF420$20,8990.00%
380Brookfield Renewable Corp Ordinary Shares - ClassBEPC639$20,8830.00%
381Equity Lifestyle Properties Inc29472R108324$20,3720.00%
382TE Connectivity LtdTEL182$20,0860.00%
383Garmin LtdGRMN250$20,0780.00%
384Tyson Foods Inc Cl ATSN300$19,7790.00%
385Lab Cp Of Amer Hldg New50540R40995$19,4570.00%
386Martin Marietta Matrls57328410660$19,3250.00%
387Stanley WorksSWK255$19,1790.00%
388NXP Semiconductors NVNXPI125$18,4390.00%
389Lamar Advertising Co ALAMR222$18,3130.00%
390Discover Financial Svcs254709108200$18,1840.00%
391iShares Edge MSCI Intl Quality Fctr ETF46434V456634$17,6130.00%
392Cincinnati Financial Cp172062101196$17,5560.00%
393Carlyle Secured Lending IncCGBD1,500$17,1600.00%
394Vanguard FTSE International921943858457$16,6170.00%
395Vanguard Total World Stock ETF922042742205$16,1700.00%
396Global X YieldCo&Renewable Engy Inc ETF37954Y7071,250$16,0370.00%
397Ebay IncEBAY426$15,6810.00%
398Eversource EnergyES200$15,5920.00%
399Vanguard Corp Bond Etf92206C409206$15,2690.00%
400Gaming and Leisure Properties Inc36467J108334$14,7760.00%
401Schwab US Aggregate Bond ETF808524839324$14,6870.00%
402Autonation IncAN138$14,0580.00%
403Healthcare Realty TRUST42226K105650$13,5530.00%
404ENHABIT ORD WIEHAB959$13,4640.00%
405Grayscale Bitcoin Tr Btc Shs Accd InvsGBTC1,175$13,4070.00%
406Vmware Inc Cl A928563402125$13,3080.00%
407Alcon Inc Ord ShsALC224$13,0320.00%
408Catalyst Pharmaceuticals IncCPRX1,000$12,8300.00%
409Energy Transfer Equity LPET-PI1,163$12,8270.00%
410Etsy Inc comETSY125$12,5160.00%
411Ventas IncVTR300$12,0510.00%
412Devon Energy Cp New25179M103200$12,0260.00%
413Unumprovident CorpUNMA304$11,7950.00%
414Take-Two Interactive Software IncTTWO108$11,7720.00%
415Loews CorporationL229$11,4090.00%
416Black Knight Inc09215C105174$11,2630.00%
417Companhia Vale Do AdrRTNTF200$11,0120.00%
418Compass Pathways PLCCMPS1,025$10,9980.00%
419DBV Technologies SADBVTF6,000$10,6200.00%
420Sensata Technologies Holding N.V.ST270$10,0660.00%
421Fulton Financial Corp360271100635$10,0330.00%
422Citizens Finl Group Inc ComCIA287$9,8610.00%
423Mylan NvVTRS1,153$9,8240.00%
424Chesapeake Financial Shares IncCPKF412$9,8140.00%
425Dell IncDELL285$9,7380.00%
426Sanofi Aventis AdrSNYNF250$9,5050.00%
427America First Multifamily Investors LPGHI550$9,5040.00%
428Centene CorpCNC121$9,4150.00%
429Marathon Oil CorpMARA400$9,0320.00%
430Liberty Broadband CorpLBRDP122$9,0040.00%
431Gamestop Corp New Cl AGME-WT352$8,8460.00%
432iShares Interm Government/Credit Bd46428861285$8,6770.00%
433Sector Spdr Consumer Fd81369Y40760$8,5470.00%
434CubeSmartCUBE200$8,0120.00%
435DT MIDSTREAM ORD WIDTM150$7,7840.00%
436OWL ROCK CAPITAL ORDOWL700$7,2590.00%
437ServiceNow IncNOW19$7,1750.00%
438Mayne Pharma Group LtdQ5857C10840,000$7,0720.00%
4392U Inc90214J1011,100$6,8750.00%
440Hormel Foods CorpHRL150$6,8160.00%
441WisdomTree International Small Cap DivWT132$6,8070.00%
442Henry Jack & Assoc Inc42628110135$6,3790.00%
443National Healthcare CorpNHC100$6,3340.00%
444The Chemours CompanyCC246$6,0640.00%
445LEMONADE ORDLMND274$5,8030.00%
446Invesco Financial Preferred ETFIVZ384$5,7750.00%
447Maiden Holdings Ltdpref Shs Ser AMHNC2,000$5,7000.00%
448A T & T Inc NewT-PC358$5,4940.00%
449Inari Medical Inc Ordinary Shares45332Y10975$5,4480.00%
450Costar Group IncCSGP76$5,2930.00%
451Goldman Sachs ActiveBeta EMkts Eq ETFNVGLF200$5,1660.00%
452Rivian Automotive Inc Class ARIVN150$4,9370.00%
453PROSHARES BITCOIN STRATEGY ETF74347G440410$4,9160.00%
454Hewlett Packard EnterprisesHPE-PC400$4,7920.00%
455Marvell Tech Group LtdMRVL101$4,3420.00%
4569 Meters Biopharma Ord65440520820,000$4,3000.00%
457Guardant Health IncGH75$4,0370.00%
458Reinsurance Grp Of Amer75935160432$4,0260.00%
459Ohr Pharmaceutical Inc64132K10210,000$3,9500.00%
460Cronos Group IncCRON1,380$3,8920.00%
461NIO INC ADS REPSTG CL A ORD SHSNIOIF243$3,8320.00%
462Compass Diversified HoldingsCODI-PC190$3,4310.00%
463Invesco Ltd.IVZ245$3,3570.00%
464Berry Plastics Group Inc08579W10370$3,2570.00%
465Organon &Co Common StockOGN139$3,2530.00%
466Lyft IncLYFT244$3,2110.00%
467Old Republic Intl Corp680223104150$3,1400.00%
468ON Semiconductor CorpON50$3,1170.00%
469Townebank Portsmouth Va89214P109116$3,1120.00%
470Fidelity MSCI Materials ETF31609288175$2,8510.00%
471Delta Air Lines Inc NewDAL100$2,8060.00%
472JBG SMITH Properties46590V100150$2,7870.00%
473Square IncBSQKZ49$2,6950.00%
474Fisker Inc Ordinary Shares - Class A33813J106350$2,6430.00%
475Innovative Industrial Properties IncINHD30$2,6310.00%
476Peloton Interactive IncPTON375$2,5990.00%
477KYNDRYL HOLDINGS ORD WIKD303$2,5060.00%
478Fortune Brands Hm & SecFBIN45$2,4160.00%
479Tredegar CorporationTG240$2,2660.00%
480UPSTART HOLDINGS INCUPST100$2,0790.00%
481Schwab International Equity ETF80852480572$2,0250.00%
482APPLOVIN CORP CL AAPP100$1,9490.00%
483LTC Properties Inc50217510250$1,8730.00%
484Curaleaf Holdings IncCURLF356$1,7750.00%
485Beyond Meat IncBYND123$1,7430.00%
486Co-Diagnostics IncCODX525$1,6850.00%
487Green Thumb Industries IncGTBIF168$1,6380.00%
488Carlotz Cl A Ord1425521085,225$1,5680.00%
489Foot Locker Inc34484910450$1,5570.00%
490Canopy Growth CorpCGC485$1,3240.00%
491WARNER BROS. DISCOVERY SRS A ORD WIWBD110$1,2650.00%
492Wash Real Est Inv Tr SbiELME65$1,1410.00%
493Trulieve Cannabis CorpTCNNF126$1,0760.00%
494Cresco Labs IncCRLBF386$1,0670.00%
495Jazz Pharmaceuticals PLCJAZZ8$1,0660.00%
496AdvisorShares Pure US Cannabis ETF00768Y453119$1,0600.00%
497ACE Convergence Acquisition CorpG0083D120100$1,0260.00%
498Banco Santander SABCDRF400$9280.00%
499Krispy Kreme IncDNUT75$8650.00%
500SPDR Dow Jones Global Real Estate ETF78463X74921$8300.00%