Graves Light Lenhart Wealth, Inc. holdings history

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942 is the total number of securities Graves Light Lenhart Wealth, Inc. has owned. The longest Graves Light Lenhart Wealth, Inc. has owned a single stock is 20 quarters.

Graves Light Lenhart Wealth, Inc. historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
BRKB BERKSHIRE HATHAWAY INC...20203.48%4.70%5.71%Q4 2018Q3 202320
SDY SPDR S&P DIVIDEND ETF20203.65%4.50%5.36%Q4 2018Q3 202320
BSV VANGUARD SHORT-TERM BO...20202.45%4.13%6.14%Q4 2018Q3 202320
AGG ISHARES TR20202.34%3.88%12.09%Q4 2018Q3 202320
XLV SELECT SECTOR SPDR TR20203.34%3.78%4.13%Q4 2018Q3 202320
VCSH VANGUARD SHORT-TERM CO...20202.37%3.57%4.93%Q4 2018Q3 202320
VIG VANGUARD SPECIALIZED F...20203.29%3.57%3.94%Q4 2018Q3 202320
VYM VANGUARD WHITEHALL FDS...20203.03%3.41%4.05%Q4 2018Q3 202320
IJR ISHARES TR20200.84%2.36%4.43%Q4 2018Q3 202320
VTIP VANGUARD SHORT-TERM IN...20200.97%2.21%2.72%Q4 2018Q3 202320
IJH ISHARES TR20201.13%2.18%3.44%Q4 2018Q3 202320
DLN WISDOMTREE U.S. LARGEC...20201.18%2.07%2.67%Q4 2018Q3 202320
SPHQ INVESCO S&P 500 QUALIT...20201.26%1.93%2.42%Q4 2018Q3 202320
JPM JPMORGAN CHASE & CO COM20201.19%1.79%2.56%Q4 2018Q3 202320
GOOGL ALPHABET INC CAP STK CL A20200.98%1.47%2.00%Q4 2018Q3 202320
SYY SYSCO CORP COM20200.89%1.39%1.86%Q4 2018Q3 202320
MUB ISHARES TR20200.20%1.38%2.08%Q4 2018Q3 202320
VZ VERIZON COMMUNICATIONS...20200.11%1.28%2.43%Q4 2018Q3 202320
BRKA BERKSHIRE HATHAWAY INC...20200.94%1.19%1.88%Q4 2018Q3 202320
CVX CHEVRON CORP NEW COM20200.80%1.15%1.61%Q4 2018Q3 202320
USB US BANCORP DEL COM NEW20200.04%1.09%1.94%Q4 2018Q3 202320
VTI VANGUARD TOTAL STOCK M...20200.90%1.08%1.32%Q4 2018Q3 202320
BND VANGUARD TOTAL BOND MA...20200.70%0.97%1.33%Q4 2018Q3 202320
VEU VANGUARD INTL EQUITY I...20200.50%0.86%1.42%Q4 2018Q3 202320
DVY ISHARES TR20200.46%0.85%1.18%Q4 2018Q3 202320
SCHZ SCHWAB US AGGREGATE BO...20200.24%0.83%1.54%Q4 2018Q3 202320
GS GOLDMAN SACHS GROUP IN...20200.39%0.76%1.19%Q4 2018Q3 202320
GOOG ALPHABET INC CAP STK CL C20200.58%0.75%0.96%Q4 2018Q3 202320
IGM ISHARES TR20200.56%0.75%0.96%Q4 2018Q3 202320
IVV ISHARES TR20200.66%0.75%0.89%Q4 2018Q3 202320
SPY SPDR S&P 500 ETF TRUST20200.58%0.73%0.87%Q4 2018Q3 202320
MSFT MICROSOFT CORP COM20200.42%0.67%0.84%Q4 2018Q3 202320
D DOMINION ENERGY INC COM20200.24%0.65%1.00%Q4 2018Q3 202320
XOM EXXON MOBIL CORP COM20200.26%0.61%1.74%Q4 2018Q3 202320
EOG EOG RES INC COM20200.22%0.61%1.51%Q4 2018Q3 202320
ACWV ISHARES MSCI GLOBAL MI...20200.41%0.58%0.80%Q4 2018Q3 202320
IVE ISHARES TR20200.39%0.55%0.84%Q4 2018Q3 202320
ACWX ISHARES TR20200.32%0.53%0.71%Q4 2018Q3 202320
BMY BRISTOL-MYERS SQUIBB C...20200.06%0.51%1.18%Q4 2018Q3 202320
IVW ISHARES TR20200.29%0.51%0.91%Q4 2018Q3 202320
APD AIR PRODS & CHEMS INC COM20200.07%0.48%1.00%Q4 2018Q3 202320
PNC PNC FINL SVCS GROUP IN...20200.09%0.47%1.46%Q4 2018Q3 202320
PG PROCTER & GAMBLE CO20200.35%0.46%0.59%Q4 2018Q3 202320
DIA SPDR DOW JONES INDUSTR...20200.34%0.42%0.50%Q4 2018Q3 202320
MRK MERCK & CO. INC COM20200.17%0.39%0.89%Q4 2018Q3 202320
DUK DUKE ENERGY CORP NEW C...20200.22%0.37%0.53%Q4 2018Q3 202320
IBB ISHARES TR20200.25%0.36%0.50%Q4 2018Q3 202320
SHEN SHENANDOAH TELECOMMUNI...20200.09%0.31%0.72%Q4 2018Q3 202320
JNJ JOHNSON & JOHNSON COM20200.18%0.31%0.48%Q4 2018Q3 202320
INTC INTEL CORP COM20200.06%0.27%0.69%Q4 2018Q3 202320
USMV ISHARES TR20200.11%0.25%0.68%Q4 2018Q3 202320
EMR EMERSON ELEC CO COM20200.11%0.24%1.43%Q4 2018Q3 202320
PEP PEPSICO INC COM20200.18%0.23%0.28%Q4 2018Q3 202320
COST COSTCO WHSL CORP NEW COM20200.17%0.23%0.26%Q4 2018Q3 202320
T AT&T INC COM20200.05%0.20%0.40%Q4 2018Q3 202320
VEA VANGUARD TAX-MANAGED I...20200.03%0.20%0.57%Q4 2018Q3 202320
IWV ISHARES TR20200.16%0.18%0.21%Q4 2018Q3 202320
WFC WELLS FARGO CO NEW COM20200.12%0.18%0.34%Q4 2018Q3 202320
IYW ISHARES U.S. TECHNOLOG...20200.14%0.18%0.23%Q4 2018Q3 202320
PFE PFIZER INC COM20200.08%0.17%0.32%Q4 2018Q3 202320
SO SOUTHERN CO COM20200.09%0.15%0.26%Q4 2018Q3 202320
ANTM ELEVANCE HEALTH INC COM20200.12%0.14%0.18%Q4 2018Q3 202320
KBE SPDR S&P BANK ETF20200.06%0.14%0.23%Q4 2018Q3 202320
MCD MCDONALDS CORP COM20200.09%0.13%0.17%Q4 2018Q3 202320
BAC BK OF AMERICA CORP COM20200.09%0.13%0.16%Q4 2018Q3 202320
UNH UNITEDHEALTH GROUP INC...20200.11%0.13%0.14%Q4 2018Q3 202320
ORCL ORACLE CORP COM20200.09%0.12%0.15%Q4 2018Q3 202320
LLY LILLY ELI & CO COM20200.07%0.12%0.22%Q4 2018Q3 202320
KO COCA COLA CO COM20200.07%0.11%0.15%Q4 2018Q3 202320
MMM 3M CO COM20200.04%0.10%0.17%Q4 2018Q3 202320
UNP UNION PACIFIC CORP20200.04%0.09%0.11%Q4 2018Q3 202320
IBM INTERNATIONAL BUSINESS...20200.06%0.09%0.16%Q4 2018Q3 202320
SPLV INVESCO S&P 500 LOW VO...20200.06%0.09%0.12%Q4 2018Q3 202320
ABBV ABBVIE INC COM20200.06%0.09%0.19%Q4 2018Q3 202320
ENB ENBRIDGE INC COM20200.05%0.09%0.13%Q4 2018Q3 202320
ITW ILLINOIS TOOL WKS INC COM20200.04%0.08%0.11%Q4 2018Q3 202320
AEP AMERICAN ELEC PWR INC20200.05%0.08%0.10%Q4 2018Q3 202320
VHT VANGUARD WORLD FDS20200.06%0.08%0.09%Q4 2018Q3 202320
CSCO CISCO SYS INC COM20200.03%0.07%0.10%Q4 2018Q3 202320
EMN EASTMAN CHEMICAL CO20200.04%0.07%0.09%Q4 2018Q3 202320
DTN WISDOMTREE U.S. DIVIDE...20200.04%0.07%0.10%Q4 2018Q3 202320
IYH ISHARES U.S. HEALTHCAR...20200.05%0.07%0.08%Q4 2018Q3 202320
AMGN AMGEN INC COM20200.04%0.06%0.11%Q4 2018Q3 202320
IYK ISHARES U.S. CONSUMER ...20200.04%0.06%0.07%Q4 2018Q3 202320
NSC NORFOLK SOUTHN CORP COM20200.04%0.06%0.08%Q4 2018Q3 202320
UDR UDR INC COM20200.03%0.06%0.11%Q4 2018Q3 202320
CHY CALAMOS CONV & HIGH IN...20200.04%0.05%0.07%Q4 2018Q3 202320
XEL XCEL ENERGY INC COM20200.03%0.05%0.07%Q4 2018Q3 202320
OEF ISHARES TR20200.04%0.05%0.07%Q4 2018Q3 202320
GAB GABELLI EQUITY TR INC COM20200.03%0.05%0.06%Q4 2018Q3 202320
KIO KKR INCOME OPPORTUNITI...20200.02%0.04%0.06%Q4 2018Q3 202320
RVT ROYCE VALUE TR INC COM20200.02%0.03%0.04%Q4 2018Q3 202320
BGB BLACKSTONE STRATEGIC C...20200.02%0.02%0.04%Q4 2018Q3 202320
OIA INVESCO MUNI INCOME OP...20200.01%0.02%0.02%Q4 2018Q3 202320
CMU MFS HIGH YIELD MUN TR ...20200.01%0.01%0.02%Q4 2018Q3 202320
PIM PUTNAM MASTER INTER IN...20200.01%0.01%0.02%Q4 2018Q3 202320
AAPL APPLE INC COM1723.34%4.07%4.79%Q4 2018Q3 202319
IWB ISHARES TR1721.36%1.58%1.77%Q4 2018Q3 202319
EFA ISHARES TR1720.57%0.89%1.14%Q4 2018Q3 202319
DIS DISNEY WALT CO COM1720.47%0.66%1.17%Q4 2018Q3 202319
IWN ISHARES TR1720.41%0.64%0.88%Q4 2018Q3 202319
VUG VANGUARD INDEX FDS19190.08%0.22%0.29%Q1 2019Q3 202319
VB VANGUARD SMALL-CAP IND...19190.08%0.16%0.34%Q1 2019Q3 202319
VOO VANGUARD S&P 500 ETF19190.08%0.15%0.22%Q1 2019Q3 202319
VT VANGUARD TOTAL WORLD S...1720.11%0.15%0.19%Q4 2018Q3 202319
HD HOME DEPOT INC COM19190.07%0.12%0.22%Q1 2019Q3 202319
CSX CSX CORP COM19190.06%0.11%0.15%Q1 2019Q3 202319
VGT VANGUARD WORLD FDS1630.06%0.09%0.13%Q4 2018Q3 202319
BA BOEING CO COM1540.03%0.08%0.19%Q4 2018Q3 202319
AXP AMERICAN EXPRESS CO COM1450.05%0.06%0.08%Q4 2018Q3 202319
VV VANGUARD LARGE-CAP IND...19190.06%0.06%0.08%Q1 2019Q3 202319
EFAV ISHARES TR1620.03%1.28%1.70%Q4 2018Q2 202318
UBSI UNITED BANKSHARES INC ...18180.03%0.08%0.16%Q4 2018Q1 202318
AUB ATLANTIC UN BANKSHARES...18180.04%0.07%0.10%Q2 2019Q3 202318
LOW LOWES COS INC COM1620.04%0.07%0.09%Q4 2018Q3 202318
FXNC FIRST NATL CORP COM17170.15%0.27%0.43%Q3 2019Q3 202317
VO VANGUARD MID-CAP INDEX...1430.05%0.14%0.29%Q2 2019Q3 202317
INTU INTUIT COM1520.03%0.06%0.08%Q4 2018Q3 202317
ABT ABBOTT LABS COM1110.04%0.06%0.08%Q4 2018Q3 202317
PHO INVESCO WATER RESOURCE...17170.04%0.05%0.06%Q3 2019Q3 202317
NOBL PROSHARES TR1340.04%0.04%0.05%Q1 2019Q3 202317
USA LIBERTY ALL STAR EQUIT...17170.01%0.02%0.02%Q3 2019Q3 202317
IEFA ISHARES TR1420.05%2.24%5.90%Q3 2019Q3 202316
SUB ISHARES TR16160.07%2.05%3.20%Q4 2018Q3 202216
TFC TRUIST FINL CORP COM16160.20%0.49%0.78%Q4 2019Q3 202316
STPZ PIMCO ETF TR16160.20%0.29%0.40%Q4 2018Q3 202216
XLU UTILITIES SELECT SECTO...16160.04%0.05%0.06%Q4 2018Q3 202216
PID INVESCO INTERNATIONAL ...16160.03%0.05%0.09%Q4 2018Q3 202216
IWF ISHARES TR1420.04%0.05%0.05%Q3 2019Q3 202316
SCHB SCHWAB U.S. BROAD MARK...930.03%0.04%0.05%Q2 2019Q3 202316
SCHD Schwab US Dividend ETF15150.20%1.45%2.18%Q1 2020Q3 202315
PHG KONINKLIJKE PHILIPS N ...15150.02%0.55%1.38%Q4 2018Q2 202215
ABB ABB LTD SPONSORED ADR15150.02%0.18%0.62%Q4 2018Q2 202215
IWM ISHARES TR15150.02%0.10%0.18%Q4 2018Q2 202215
TTE TOTAL SE SPONSORED ADS15150.01%0.08%0.19%Q4 2018Q2 202215
VWO VANGUARD INTL EQUITY I...15150.04%0.08%0.09%Q4 2018Q2 202215
SBUX STARBUCKS CORP COM15150.03%0.06%0.09%Q4 2018Q2 202215
ROST ROSS STORES INC COM15150.01%0.06%0.08%Q4 2018Q2 202215
TROW PRICE T ROWE GROUP INC...1410.04%0.05%0.07%Q4 2019Q3 202315
VNQ VANGUARD REAL ESTATE ETF15150.04%0.05%0.07%Q4 2018Q2 202215
ACN ACCENTURE PLC IRELAND ...920.03%0.05%0.06%Q1 2019Q3 202315
ALL ALLSTATE CORP COM1410.04%0.05%0.05%Q4 2019Q3 202315
DLTR DOLLAR TREE INC COM910.02%0.05%0.07%Q4 2018Q1 202315
SCHO SCHWAB STRATEGIC TR14140.08%0.13%0.19%Q2 2019Q3 202214
PXH INVESCO FTSE RAFI EMER...770.01%0.11%0.44%Q4 2018Q2 202214
RMT ROYCE MICRO-CAP TR INC...14140.00%0.05%0.10%Q1 2019Q2 202214
MCK MCKESSON CORP COM1220.03%0.04%0.06%Q2 2019Q3 202314
VCIT VANGUARD SCOTTSDALE FDS14140.01%0.04%0.06%Q1 2019Q2 202214
EHI WESTERN ASSET GLOBAL H...14140.01%0.02%0.02%Q2 2020Q3 202314
PKG PACKAGING CORP AMER COM1030.23%0.37%0.44%Q4 2018Q3 202313
CM CDN IMPERIAL BK COMM T...13130.06%0.09%0.13%Q4 2018Q4 202113
VTV VANGUARD VALUE INDEX FUND13130.05%0.07%0.10%Q3 2020Q3 202313
EMB ISHARES TR1120.01%0.05%0.08%Q4 2018Q1 202213
TIP ISHARES TR940.02%0.04%0.07%Q1 2019Q2 202213
BGCP BGC PARTNERS INC CL A760.00%0.01%0.02%Q4 2018Q2 202213
DD DUPONT DE NEMOURS INC COM12120.03%0.71%0.91%Q4 2020Q3 202312
VOOV VANGUARD S&P 500 VALUE...12120.12%0.51%0.98%Q4 2020Q3 202312
AMZN AMAZON COM INC COM12120.02%0.38%1.19%Q4 2020Q3 202312
HYS PIMCO ETF TR12120.00%0.34%1.02%Q4 2020Q3 202312
QABA FIRST TRUST NASDAQ ABA...750.01%0.25%0.69%Q4 2018Q2 202212
EFV ISHARES TR840.02%0.15%0.46%Q2 2019Q3 202212
VLUE ISHARES TR12120.03%0.10%0.14%Q4 2020Q3 202312
RDSA ROYAL DUTCH SHELL PLC ...750.02%0.10%0.22%Q4 2018Q4 202112
VDE VANGUARD WORLD FDS12120.07%0.10%0.13%Q4 2020Q3 202312
PNFP PINNACLE FINL PARTNERS...610.05%0.07%0.09%Q4 2018Q1 202212
ESGU ISHARES TR12120.05%0.07%0.09%Q4 2020Q3 202312
ADP AUTOMATIC DATA PROCESS...12120.04%0.05%0.06%Q4 2020Q3 202312
DHR DANAHER CORPORATION COM12120.03%0.05%0.07%Q4 2020Q3 202312
VBR VANGUARD SMALL-CAP VAL...12120.00%0.05%0.09%Q4 2020Q3 202312
VPU VANGUARD WORLD FDS12120.04%0.05%0.05%Q4 2020Q3 202312
MDT MEDTRONIC PLC SHS840.02%0.04%0.06%Q1 2019Q2 202212
CAT CATERPILLAR INC COM12120.03%0.04%0.05%Q4 2020Q3 202312
NVG NUVEEN AMT FREE MUN CR...750.02%0.04%0.08%Q1 2019Q2 202212
MET METLIFE INC COM12120.03%0.04%0.05%Q4 2020Q3 202312
HON HONEYWELL INTL INC COM810.03%0.04%0.05%Q3 2019Q2 202312
RY ROYAL BK CDA MONTREAL QUE750.02%0.04%0.06%Q4 2018Q2 202212
PPL PPL CORP COM710.02%0.04%0.06%Q1 2019Q2 202212
WM WASTE MGMT INC DEL COM12120.03%0.04%0.04%Q4 2020Q3 202312
XLY SELECT SECTOR SPDR TR930.02%0.04%0.05%Q2 2020Q3 202312
NPV NUVEEN VIRGINIA QLTY M...750.01%0.03%0.06%Q1 2019Q2 202212
CI CIGNA CORP NEW COM750.01%0.03%0.07%Q1 2019Q2 202212
NUV NUVEEN MUN VALUE FD IN...750.01%0.02%0.04%Q1 2019Q2 202212
RDSB ROYAL DUTCH SHELL PLC ...650.02%0.11%0.23%Q4 2018Q4 202111
GE GENERAL ELECTRIC CO COM11110.06%0.11%0.15%Q4 2018Q2 202111
GLD SPDR GOLD TR830.03%0.03%0.05%Q3 2020Q2 202311
TD TORONTO DOMINION BK ON...740.02%0.03%0.06%Q1 2019Q2 202211
MBB ISHARES TR11110.01%0.03%0.04%Q4 2020Q2 202311
SLB SCHLUMBERGER LTD COM STK710.01%0.03%0.06%Q1 2019Q3 202311
VXUS VANGUARD TOTAL INTERNA...740.01%0.02%0.04%Q4 2020Q3 202311
NCV VIRTUS CONVERTIBLE & I...11110.01%0.01%0.01%Q1 2021Q3 202311
IJS ISHARES TR10100.02%0.32%0.45%Q2 2021Q3 202310
STLD STEEL DYNAMICS INC COM10100.05%0.06%0.08%Q4 2018Q1 202110
TRV TRAVELERS COMPANIES IN...730.02%0.04%0.10%Q4 2018Q2 202210
CVS CVS HEALTH CORP COM820.03%0.04%0.09%Q4 2018Q3 202210
MEN BLACKROCK MUNIENHANCED...10100.03%0.04%0.04%Q4 2018Q1 202110
MSI MOTOROLA SOLUTIONS INC...730.02%0.03%0.04%Q4 2020Q3 202310
BX BLACKSTONE INC COM730.01%0.03%0.06%Q3 2019Q2 202210
GSK GSK PLC SPONSORED ADR730.01%0.03%0.07%Q4 2018Q2 202210
VMW VMWARE INC CL A COM730.01%0.02%0.03%Q4 2020Q2 202310
MQY BLACKROCK MUNIYILD QUL...10100.01%0.02%0.03%Q2 2021Q3 202310
XLE ENERGY SELECT SECTOR S...730.01%0.02%0.03%Q4 2020Q3 202310
ET ENERGY TRANSFER LP COM...730.00%0.01%0.04%Q4 2018Q2 202210
XRT SPDR S&P RETAIL ETF990.15%0.25%0.37%Q4 2018Q4 20209
GENERAL ELECTRIC CO CO...990.04%0.06%0.07%Q3 2021Q3 20239
TMO THERMO FISHER SCIENTIF...990.02%0.04%0.05%Q2 2020Q2 20229
WMT WALMART INC COM990.03%0.04%0.05%Q2 2020Q2 20229
QQQ INVESCO QQQ TRUST SERI...720.03%0.03%0.04%Q4 2020Q3 20239
AMAT APPLIED MATLS INC COM720.02%0.03%0.04%Q4 2020Q3 20239
PRFZ INVESCO FTSE RAFI US 1...720.01%0.03%0.07%Q1 2019Q2 20229
XLK TECHNOLOGY SELECT SECT...630.01%0.03%0.04%Q1 2021Q3 20239
DE DEERE & CO COM720.02%0.03%0.03%Q4 2020Q1 20239
XLF SELECT SECTOR SPDR TR720.01%0.03%0.05%Q3 2019Q2 20229
NCV VIRTUS ALLIANZGI CONVE...990.01%0.02%0.02%Q4 2018Q4 20209
JMST JPMORGAN ULTRA-SHORT M...880.35%1.64%2.51%Q4 2021Q3 20238
VGSH VANGUARD SHORT-TERM TR...880.24%0.36%0.42%Q3 2021Q2 20238
VTC VANGUARD TOTAL CORPORA...880.16%0.32%0.37%Q3 2021Q2 20238
VGIT VANGUARD SCOTTSDALE FDS880.13%0.30%0.35%Q3 2021Q2 20238
VXF VANGUARD INDEX FDS880.01%0.27%0.95%Q4 2020Q3 20228
FDX FEDEX CORP COM880.00%0.25%0.74%Q4 2020Q3 20228
EFG ISHARES TR880.04%0.06%0.08%Q4 2020Q3 20228
IXN ISHARES GLOBAL TECH ETF710.03%0.06%0.07%Q4 2020Q2 20238
V VISA INC COM CL A880.01%0.03%0.05%Q3 2020Q2 20228
CDW CDW CORP COM710.00%0.03%0.04%Q4 2019Q2 20228
TJX TJX COS INC NEW COM710.02%0.03%0.04%Q4 2020Q4 20228
CCD CALAMOS DYNAMIC CONV &...710.02%0.03%0.03%Q4 2020Q1 20238
PRF INVESCO FTSE RAFI US 1...710.02%0.02%0.02%Q4 2020Q1 20238
DFAU DIMENSIONAL US CORE EQ...440.01%0.02%0.03%Q3 2021Q3 20238
GOVT ISHARES U.S. TREASURY ...710.01%0.02%0.06%Q3 2019Q2 20228
PBE INVESCO DYNAMIC BIOTEC...710.01%0.02%0.02%Q4 2020Q1 20238
GWW GRAINGER W W INC COM710.01%0.01%0.02%Q4 2020Q1 20238
EPD ENTERPRISE PRODS PARTN...710.01%0.01%0.04%Q4 2020Q3 20238
AMP AMERIPRISE FINL INC COM710.01%0.01%0.03%Q4 2020Q2 20238
WSO WATSCO INC COM710.01%0.01%0.03%Q4 2020Q2 20238
CARR CARRIER GLOBAL CORPORA...710.00%0.01%0.02%Q4 2020Q1 20238
ASX ASE TECHNOLOGY HOLDING...620.01%0.01%0.01%Q4 2018Q4 20218
MO ALTRIA GROUP INC COM710.01%0.01%0.01%Q4 2020Q1 20238
AEG AEGON N V880.01%0.01%0.01%Q4 2018Q3 20208
BRBS BLUE RIDGE BANKSHARES ...710.01%0.01%0.01%Q4 2020Q3 20238
PSX PHILLIPS 66 COM710.01%0.01%0.01%Q4 2020Q1 20238
MFM MFS MUN INCOME TR SH B...710.01%0.01%0.01%Q4 2020Q1 20238
NFLX NETFLIX INC COM710.00%0.01%0.02%Q4 2020Q1 20238
BUI BLACKROCK UTILS INFRAS...710.00%0.00%0.01%Q4 2020Q1 20238
ES EVERSOURCE ENERGY COM710.00%0.00%0.00%Q4 2020Q1 20238
BOTJ BANK OF THE JAMES FINL...710.00%0.00%0.00%Q4 2020Q1 20238
HSY HERSHEY CO COM710.00%0.00%0.00%Q4 2020Q1 20238
AMBC AMBAC FINL GROUP INC C...710.00%0.00%0.00%Q4 2020Q1 20238
VUSB VANGUARD ULTRA-SHORT B...770.04%0.26%0.77%Q4 2021Q2 20237
NIE VIRTUS ALLIANZGI EQUIT...430.04%0.05%0.05%Q1 2019Q4 20207
ESGE ISHARES MSCI EM ESG SE...770.03%0.04%0.06%Q4 2020Q2 20227
BIV VANGUARD INTERMEDIATE-...770.02%0.04%0.04%Q4 2020Q2 20227
CPRT COPART INC COM770.02%0.03%0.05%Q3 2020Q1 20227
RNP COHEN & STEERS REIT & ...770.03%0.03%0.04%Q4 2020Q2 20227
CRL CHARLES RIV LABS INTL ...770.01%0.03%0.04%Q4 2020Q2 20227
IYG ISHARES U.S. FINANCIAL...770.02%0.03%0.04%Q4 2020Q2 20227
NEE NEXTERA ENERGY INC COM770.03%0.03%0.03%Q4 2020Q2 20227
VFH VANGUARD FINANCIALS IN...770.02%0.03%0.03%Q4 2020Q2 20227
EES WISDOMTREE U.S. SMALLC...770.02%0.03%0.03%Q4 2020Q2 20227
SMMF SUMMIT FINL GROUP INC COM770.02%0.03%0.04%Q4 2020Q2 20227
CMI CUMMINS INC COM770.02%0.03%0.04%Q4 2020Q2 20227
KMX CARMAX INC COM520.01%0.03%0.06%Q1 2019Q4 20217
EEMV ISHARES MSCI EMERGING ...770.02%0.03%0.03%Q4 2020Q2 20227
COP CONOCOPHILLIPS COM770.02%0.03%0.03%Q4 2020Q2 20227
ZBRA ZEBRA TECHNOLOGIES COR...770.00%0.03%0.03%Q4 2020Q2 20227
RTX RAYTHEON TECHNOLOGIES ...770.02%0.03%0.03%Q4 2020Q2 20227
BKH BLACK HILLS CORP COM770.02%0.03%0.03%Q4 2020Q2 20227
IHI ISHARES U.S. MEDICAL D...770.00%0.02%0.03%Q4 2020Q2 20227
SCI SERVICE CORP INTL COM770.02%0.02%0.03%Q4 2020Q2 20227
CMCSA COMCAST CORP NEW CL A770.02%0.02%0.03%Q4 2020Q2 20227
UL UNILEVER PLC SPON ADR NEW770.01%0.02%0.03%Q4 2020Q2 20227
MS MORGAN STANLEY COM NEW770.02%0.02%0.03%Q4 2020Q2 20227
BAM BROOKFIELD ASSET MGMT ...770.01%0.02%0.03%Q4 2020Q2 20227
NTRS NORTHERN TR CORP COM770.02%0.02%0.03%Q4 2020Q2 20227
LRGF ISHARES U.S. EQUITY FA...770.02%0.02%0.02%Q4 2020Q2 20227
TXN TEXAS INSTRS INC COM770.01%0.02%0.03%Q4 2020Q2 20227
AMT AMERICAN TOWER CORP NE...770.02%0.02%0.02%Q4 2020Q2 20227
NVS NOVARTIS AG SPONSORED ADR770.01%0.02%0.03%Q4 2020Q2 20227
IMO IMPERIAL OIL LTD COM NEW770.02%0.02%0.02%Q4 2020Q2 20227
BGH BARINGS GLOBAL SHORT D...770.02%0.02%0.02%Q4 2020Q2 20227
DOW DOW INC COM770.02%0.02%0.02%Q4 2020Q2 20227
TRI THOMSON REUTERS CORP. ...770.02%0.02%0.02%Q4 2020Q2 20227
TGT TARGET CORP COM770.01%0.02%0.02%Q4 2020Q2 20227
DON WISDOMTREE U.S. MIDCAP...770.02%0.02%0.02%Q4 2020Q2 20227
ADI ANALOG DEVICES INC COM770.01%0.02%0.03%Q4 2020Q2 20227
PGR PROGRESSIVE CORP COM770.01%0.02%0.03%Q4 2020Q2 20227
BRO BROWN & BROWN INC COM770.01%0.02%0.03%Q4 2020Q2 20227
VCR VANGUARD CONSUMER DISC...770.01%0.02%0.02%Q4 2020Q2 20227
NVO NOVO-NORDISK A S ADR770.01%0.02%0.02%Q4 2020Q2 20227
SCD LMP CAP & INCOME FD IN...770.02%0.02%0.02%Q4 2020Q2 20227
LQD ISHARES IBOXX $ INVEST...770.02%0.02%0.02%Q4 2020Q2 20227
QCOM QUALCOMM INC COM770.01%0.02%0.03%Q4 2020Q2 20227
FE FIRSTENERGY CORP COM770.02%0.02%0.02%Q4 2020Q2 20227
MDY SPDR S&P MIDCAP 400 ETF770.01%0.02%0.02%Q4 2020Q2 20227
ICE INTERCONTINENTAL EXCHA...770.00%0.02%0.03%Q4 2020Q2 20227
J JACOBS ENGR GROUP INC COM770.02%0.02%0.02%Q4 2020Q2 20227
PM PHILIP MORRIS INTL INC...770.01%0.02%0.02%Q4 2020Q2 20227
SCHM SCHWAB U.S. MID-CAP ETF770.01%0.02%0.02%Q4 2020Q2 20227
STT STATE STR CORP COM770.01%0.02%0.02%Q4 2020Q2 20227
O REALTY INCOME CORP COM770.01%0.02%0.02%Q4 2020Q2 20227
SLY SPDR S&P 600 SMALL CAP...770.01%0.02%0.02%Q4 2020Q2 20227
FB META PLATFORMS INC CL A770.00%0.02%0.03%Q4 2020Q2 20227
BMO BANK MONTREAL QUE COM770.01%0.02%0.02%Q4 2020Q2 20227
CTVA CORTEVA INC COM770.01%0.02%0.02%Q4 2020Q2 20227
PAYX PAYCHEX INC COM770.01%0.02%0.02%Q4 2020Q2 20227
PGX INVESCO PREFERRED ETF770.01%0.01%0.02%Q4 2020Q2 20227
YUM YUM BRANDS INC COM770.01%0.01%0.02%Q4 2020Q2 20227
TSM TAIWAN SEMICONDUCTOR M...770.01%0.01%0.02%Q4 2020Q2 20227
DEM WISDOMTREE EMERGING MA...770.01%0.01%0.02%Q4 2020Q2 20227
FIS FIDELITY NATL INFORMAT...770.00%0.01%0.02%Q4 2020Q2 20227
MKC MCCORMICK & CO INC COM...770.01%0.01%0.02%Q4 2020Q2 20227
PWR QUANTA SVCS INC COM770.01%0.01%0.02%Q4 2020Q2 20227
MFC MANULIFE FINL CORP COM770.01%0.01%0.02%Q4 2020Q2 20227
PFG PRINCIPAL FINANCIAL GR...770.01%0.01%0.01%Q4 2020Q2 20227
PHB INVESCO FUNDAMENTAL HI...770.01%0.01%0.02%Q4 2020Q2 20227
SHW SHERWIN WILLIAMS CO COM770.01%0.01%0.02%Q4 2020Q2 20227
SNY SANOFI SPONSORED ADR770.01%0.01%0.02%Q4 2020Q2 20227
IWD ISHARES RUSSELL 1000 V...770.01%0.01%0.01%Q4 2020Q2 20227
USMC PRINCIPAL U.S. MEGA-CA...770.01%0.01%0.01%Q4 2020Q2 20227
EZM WISDOMTREE U.S. MIDCAP...770.01%0.01%0.01%Q4 2020Q2 20227
AVK ADVENT CONV & INCOME F...770.01%0.01%0.01%Q4 2020Q2 20227
KRE SPDR S&P REGIONAL BANK...610.00%0.01%0.04%Q4 2019Q1 20227
ANSS ANSYS INC COM770.00%0.01%0.02%Q4 2020Q2 20227
TM TOYOTA MOTOR CORP SP A...770.00%0.01%0.02%Q4 2020Q2 20227
BOE BLACKROCK ENHANCED GLO...770.01%0.01%0.01%Q4 2020Q2 20227
COF CAPITAL ONE FINL CORP COM770.01%0.01%0.02%Q4 2020Q2 20227
UPS UNITED PARCEL SERVICE ...770.01%0.01%0.01%Q4 2020Q2 20227
HPQ HP INC COM770.01%0.01%0.01%Q4 2020Q2 20227
PRU PRUDENTIAL FINL INC COM770.01%0.01%0.01%Q4 2020Q2 20227
NWL NEWELL BRANDS INC COM770.01%0.01%0.01%Q4 2020Q2 20227
APTV APTIV PLC SHS770.00%0.01%0.02%Q4 2020Q2 20227
MDLZ MONDELEZ INTL INC CL A770.01%0.01%0.02%Q4 2020Q2 20227
TXT TEXTRON INC COM770.01%0.01%0.01%Q4 2020Q2 20227
OTIS OTIS WORLDWIDE CORP COM770.01%0.01%0.01%Q4 2020Q2 20227
VGK VANGUARD FTSE EUROPE ETF770.01%0.01%0.01%Q4 2020Q2 20227
SCHW SCHWAB CHARLES CORP COM770.01%0.01%0.02%Q4 2020Q2 20227
DELL DELL TECHNOLOGIES INC ...770.01%0.01%0.01%Q4 2020Q2 20227
C CITIGROUP INC COM NEW770.01%0.01%0.01%Q4 2020Q2 20227
EW EDWARDS LIFESCIENCES C...770.00%0.01%0.01%Q4 2020Q2 20227
SPH SUBURBAN PROPANE PARTN...770.01%0.01%0.01%Q4 2020Q2 20227
NKE NIKE INC CL B770.01%0.01%0.01%Q4 2020Q2 20227
ABC AMERISOURCEBERGEN CORP...770.01%0.01%0.01%Q4 2020Q2 20227
WELL WELLTOWER INC COM770.01%0.01%0.01%Q4 2020Q2 20227
WY WEYERHAEUSER CO MTN BE...770.01%0.01%0.01%Q4 2020Q2 20227
KMI KINDER MORGAN INC DEL COM770.01%0.01%0.01%Q4 2020Q2 20227
VNQI VANGUARD GLOBAL EX-U.S...770.00%0.01%0.02%Q4 2020Q2 20227
NXPI NXP SEMICONDUCTORS N V...770.01%0.01%0.01%Q4 2020Q2 20227
QRVO QORVO INC COM770.00%0.01%0.01%Q4 2020Q2 20227
ROK ROCKWELL AUTOMATION IN...770.01%0.01%0.01%Q4 2020Q2 20227
DG DOLLAR GEN CORP NEW COM770.00%0.01%0.01%Q4 2020Q2 20227
VDC VANGUARD CONSUMER STAP...770.01%0.01%0.01%Q4 2020Q2 20227
DGRO ISHARES CORE DIVIDEND ...770.01%0.01%0.01%Q4 2020Q2 20227
SRCL STERICYCLE INC COM770.01%0.01%0.01%Q4 2020Q2 20227
BR BROADRIDGE FINL SOLUTI...770.00%0.01%0.01%Q4 2020Q2 20227
ATVI ACTIVISION BLIZZARD IN...770.00%0.01%0.02%Q4 2020Q2 20227
NAD NUVEEN QUALITY MUNCP I...770.01%0.01%0.01%Q4 2020Q2 20227
BOND PIMCO ACTIVE BOND EXCH...770.01%0.01%0.01%Q4 2020Q2 20227
PMO PUTNAM MUN OPPORTUNITI...770.01%0.01%0.01%Q4 2020Q2 20227
NBR NABORS INDUSTRIES LTD SHS770.00%0.01%0.02%Q4 2020Q2 20227
DEO DIAGEO PLC SPON ADR NEW770.00%0.01%0.01%Q4 2020Q2 20227
CRM SALESFORCE INC COM770.00%0.01%0.01%Q4 2020Q2 20227
UGI UGI CORP NEW COM770.01%0.01%0.01%Q4 2020Q2 20227
PCY INVESCO EMERGING MARKE...770.00%0.01%0.01%Q4 2020Q2 20227
IWR ISHARES RUSSELL MID-CA...770.01%0.01%0.01%Q4 2020Q2 20227
PPT PUTNAM PREMIER INCOME ...770.01%0.01%0.01%Q4 2020Q2 20227
YUMC YUM CHINA HLDGS INC COM770.00%0.01%0.01%Q4 2020Q2 20227
KMB KIMBERLY-CLARK CORP COM770.00%0.01%0.01%Q4 2020Q2 20227
SWKS SKYWORKS SOLUTIONS INC...770.00%0.01%0.01%Q4 2020Q2 20227
VMBS VANGUARD MORTGAGE-BACK...770.00%0.01%0.02%Q4 2020Q2 20227
IEMG ISHARES CORE MSCI EMER...770.00%0.01%0.01%Q4 2020Q2 20227
EEM ISHARES MSCI EMERGING ...770.01%0.01%0.01%Q4 2020Q2 20227
DBC INVESCO DB COMMODITY I...770.00%0.01%0.01%Q4 2020Q2 20227
BLL BALL CORP COM770.00%0.01%0.01%Q4 2020Q2 20227
CL COLGATE PALMOLIVE CO COM770.00%0.01%0.01%Q4 2020Q2 20227
EOI EATON VANCE ENHANCED E...770.01%0.01%0.01%Q4 2020Q2 20227
PPC PILGRIMS PRIDE CORP COM770.01%0.01%0.01%Q4 2020Q2 20227
PYPL PAYPAL HLDGS INC COM770.00%0.01%0.01%Q4 2020Q2 20227
NOC NORTHROP GRUMMAN CORP COM770.01%0.01%0.01%Q4 2020Q2 20227
F FORD MTR CO DEL COM770.00%0.01%0.01%Q4 2020Q2 20227
VCLT VANGUARD LONG-TERM COR...770.00%0.01%0.01%Q4 2020Q2 20227
PLD PROLOGIS INC. COM770.00%0.01%0.01%Q4 2020Q2 20227
OMI OWENS & MINOR INC NEW COM770.00%0.01%0.01%Q4 2020Q2 20227
CEF SPROTT PHYSICAL GOLD &...770.01%0.01%0.01%Q4 2020Q2 20227
SBCF SEACOAST BKG CORP FLA ...770.01%0.01%0.01%Q4 2020Q2 20227
CPK CHESAPEAKE UTILS CORP COM770.01%0.01%0.01%Q4 2020Q2 20227
IWO ISHARES RUSSELL 2000 G...770.00%0.01%0.01%Q4 2020Q2 20227
HPE HEWLETT PACKARD ENTERP...770.00%0.01%0.01%Q4 2020Q2 20227
AMNB AMERICAN NATL BANKSHAR...770.01%0.01%0.01%Q4 2020Q2 20227
HCA HCA HEALTHCARE INC COM770.00%0.00%0.01%Q4 2020Q2 20227
ITOT ISHARES CORE S&P TOTAL...770.00%0.00%0.01%Q4 2020Q2 20227
LIN LINDE PLC SHS770.00%0.00%0.01%Q4 2020Q2 20227
SON SONOCO PRODS CO COM770.00%0.00%0.01%Q4 2020Q2 20227
MA MASTERCARD INCORPORATE...770.00%0.00%0.01%Q4 2020Q2 20227
GILD GILEAD SCIENCES INC COM770.00%0.00%0.01%Q4 2020Q2 20227
TOWN TOWNEBANK PORTSMOUTH V...770.00%0.00%0.01%Q4 2020Q2 20227
MOAT VANECK VECTORS MORNING...770.00%0.00%0.01%Q4 2020Q2 20227
ZTS ZOETIS INC CL A770.00%0.00%0.01%Q4 2020Q2 20227
LEN LENNAR CORP CL A770.00%0.00%0.01%Q4 2020Q2 20227
NDAQ NASDAQ INC COM770.00%0.00%0.01%Q4 2020Q2 20227
FVD FIRST TRUST VALUE LINE...770.00%0.00%0.01%Q4 2020Q2 20227
FBNC FIRST BANCORP N C COM770.00%0.00%0.01%Q4 2020Q2 20227
AAP ADVANCE AUTO PARTS INC...770.00%0.00%0.01%Q4 2020Q2 20227
CBRE CBRE GROUP INC CL A770.00%0.00%0.01%Q4 2020Q2 20227
CCK CROWN HLDGS INC COM770.00%0.00%0.01%Q4 2020Q2 20227
VFC V F CORP COM770.00%0.00%0.01%Q4 2020Q2 20227
TSN TYSON FOODS INC CL A770.00%0.00%0.01%Q4 2020Q2 20227
PXD PIONEER NAT RES CO COM770.00%0.00%0.01%Q4 2020Q2 20227
WEC WEC ENERGY GROUP INC COM770.00%0.00%0.01%Q4 2020Q2 20227
NUE NUCOR CORP COM770.00%0.00%0.01%Q4 2020Q2 20227
ADX ADAMS DIVERSIFIED EQUI...770.00%0.00%0.00%Q4 2020Q2 20227
VRSK VERISK ANALYTICS INC COM770.00%0.00%0.01%Q4 2020Q2 20227
ALB ALBEMARLE CORP COM770.00%0.00%0.01%Q4 2020Q2 20227
IUSV ISHARES CORE S&P U.S. ...770.00%0.00%0.00%Q4 2020Q2 20227
AIZ ASSURANT INC COM770.00%0.00%0.00%Q4 2020Q2 20227
SCHV SCHWAB U.S. LARGE-CAP ...770.00%0.00%0.00%Q4 2020Q2 20227
GD GENERAL DYNAMICS CORP COM770.00%0.00%0.01%Q4 2020Q2 20227
PEG PUBLIC SVC ENTERPRISE ...770.00%0.00%0.00%Q4 2020Q2 20227
SAM BOSTON BEER INC CL A770.00%0.00%0.01%Q4 2020Q2 20227
LHX L3HARRIS TECHNOLOGIES ...770.00%0.00%0.00%Q4 2020Q2 20227
FCX FREEPORT-MCMORAN INC CL B770.00%0.00%0.01%Q4 2020Q2 20227
DFS DISCOVER FINL SVCS COM770.00%0.00%0.00%Q4 2020Q2 20227
VEEV VEEVA SYS INC CL A COM770.00%0.00%0.01%Q4 2020Q2 20227
RSP INVESCO S&P 500 EQUAL ...770.00%0.00%0.00%Q4 2020Q2 20227
GLW CORNING INC COM770.00%0.00%0.00%Q4 2020Q2 20227
FMC FMC CORP COM NEW770.00%0.00%0.00%Q4 2020Q2 20227
PFF ISHARES PREFERRED AND ...770.00%0.00%0.00%Q4 2020Q2 20227
HOG HARLEY DAVIDSON INC COM770.00%0.00%0.00%Q4 2020Q2 20227
MGF MFS GOVT MKTS INCOME T...770.00%0.00%0.00%Q4 2020Q2 20227
HOLX HOLOGIC INC COM770.00%0.00%0.00%Q4 2020Q2 20227
IGV ISHARES EXPANDED TECH-...770.00%0.00%0.00%Q4 2020Q2 20227
VTRS VIATRIS INC COM770.00%0.00%0.01%Q4 2020Q2 20227
TMUS T-MOBILE US INC COM770.00%0.00%0.01%Q4 2020Q2 20227
CNOB CONNECTONE BANCORP INC...770.00%0.00%0.00%Q4 2020Q2 20227
LUV SOUTHWEST AIRLS CO COM770.00%0.00%0.01%Q4 2020Q2 20227
AKAM AKAMAI TECHNOLOGIES IN...770.00%0.00%0.00%Q4 2020Q2 20227
NEAR BLACKROCK SHORT MATURI...770.00%0.00%0.00%Q4 2020Q2 20227
FTV FORTIVE CORP COM770.00%0.00%0.00%Q4 2020Q2 20227
TEVA TEVA PHARMACEUTICAL IN...770.00%0.00%0.00%Q4 2020Q2 20227
RELX RELX PLC SPONSORED ADR770.00%0.00%0.00%Q4 2020Q2 20227
HWM HOWMET AEROSPACE INC COM770.00%0.00%0.00%Q4 2020Q2 20227
HYG ISHARES IBOXX $ HIGH Y...770.00%0.00%0.00%Q4 2020Q2 20227
EBAY EBAY INC. COM770.00%0.00%0.00%Q4 2020Q2 20227
EXPE EXPEDIA GROUP INC COM NEW770.00%0.00%0.00%Q4 2020Q2 20227
OXY OCCIDENTAL PETE CORP COM770.00%0.00%0.01%Q4 2020Q2 20227
MGM MGM RESORTS INTERNATIO...770.00%0.00%0.00%Q4 2020Q2 20227
MCHP MICROCHIP TECHNOLOGY I...770.00%0.00%0.01%Q4 2020Q2 20227
BCS BARCLAYS PLC ADR770.00%0.00%0.00%Q4 2020Q2 20227
IXUS ISHARES CORE MSCI TOTA...770.00%0.00%0.00%Q4 2020Q2 20227
EA ELECTRONIC ARTS INC COM770.00%0.00%0.01%Q4 2020Q2 20227
PENN PENN NATL GAMING INC COM770.00%0.00%0.00%Q4 2020Q2 20227
TSLA TESLA INC COM770.00%0.00%0.00%Q4 2020Q2 20227
NAC NUVEEN CA QUALTY MUN I...770.00%0.00%0.00%Q4 2020Q2 20227
PH PARKER-HANNIFIN CORP COM770.00%0.00%0.01%Q4 2020Q2 20227
BDX BECTON DICKINSON & CO COM770.00%0.00%0.00%Q4 2020Q2 20227
ZBH ZIMMER BIOMET HOLDINGS...770.00%0.00%0.00%Q4 2020Q2 20227
OVV OVINTIV INC COM770.00%0.00%0.00%Q4 2020Q2 20227
ETN EATON CORP PLC SHS770.00%0.00%0.00%Q4 2020Q2 20227
MAA MID-AMER APT CMNTYS IN...770.00%0.00%0.00%Q4 2020Q2 20227
CCI CROWN CASTLE INTL CORP...770.00%0.00%0.01%Q4 2020Q2 20227
LEA LEAR CORP COM NEW770.00%0.00%0.00%Q4 2020Q2 20227
JCI JOHNSON CTLS INTL PLC SHS770.00%0.00%0.01%Q4 2020Q2 20227
A AGILENT TECHNOLOGIES I...770.00%0.00%0.00%Q4 2020Q2 20227
HBAN HUNTINGTON BANCSHARES ...770.00%0.00%0.00%Q4 2020Q2 20227
TSLX SIXTH STREET SPECIALTY...770.00%0.00%0.00%Q4 2020Q2 20227
OKE ONEOK INC NEW COM770.00%0.00%0.00%Q4 2020Q2 20227
IXJ ISHARES GLOBAL HEALTHC...770.00%0.00%0.00%Q4 2020Q2 20227
SHYG ISHARES 0-5 YEAR HIGH ...770.00%0.00%0.00%Q4 2020Q2 20227
BATRK LIBERTY MEDIA CORP DEL...770.00%0.00%0.00%Q4 2020Q2 20227
CHKP CHECK POINT SOFTWARE T...770.00%0.00%0.00%Q4 2020Q2 20227
SJNK SPDR BLOOMBERG SHORT T...770.00%0.00%0.00%Q4 2020Q2 20227
TIPZ PIMCO BROAD U.S. TIPS ...770.00%0.00%0.00%Q4 2020Q2 20227
IGIB ISHARES 5-10 YEAR INVE...770.00%0.00%0.00%Q4 2020Q2 20227
RACE FERRARI N V COM770.00%0.00%0.00%Q4 2020Q2 20227
SHY ISHARES 1-3 YEAR TREAS...770.00%0.00%0.00%Q4 2020Q2 20227
IJK ISHARES S&P MID-CAP 40...770.00%0.00%0.00%Q4 2020Q2 20227
KHC KRAFT HEINZ CO COM770.00%0.00%0.00%Q4 2020Q2 20227
LDOS LEIDOS HOLDINGS INC COM770.00%0.00%0.00%Q4 2020Q2 20227
NNN NATIONAL RETAIL PROPER...770.00%0.00%0.00%Q4 2020Q2 20227
PDBC INVESCO OPTIMUM YIELD ...770.00%0.00%0.00%Q4 2020Q2 20227
DTE DTE ENERGY CO COM770.00%0.00%0.00%Q4 2020Q2 20227
PEAK HEALTHPEAK PROPERTIES ...770.00%0.00%0.00%Q4 2020Q2 20227
AGX ARGAN INC COM770.00%0.00%0.00%Q4 2020Q2 20227
EXC EXELON CORP COM770.00%0.00%0.00%Q4 2020Q2 20227
JHS HANCOCK JOHN INCOME SE...770.00%0.00%0.00%Q4 2020Q2 20227
PGF INVESCO FINANCIAL PREF...770.00%0.00%0.00%Q4 2020Q2 20227
JNK SPDR BLOOMBERG HIGH YI...770.00%0.00%0.00%Q4 2020Q2 20227
RHI ROBERT HALF INTL INC COM770.00%0.00%0.00%Q4 2020Q2 20227
IJJ ISHARES S&P MID-CAP 40...770.00%0.00%0.00%Q4 2020Q2 20227
ECL ECOLAB INC COM770.00%0.00%0.00%Q4 2020Q2 20227
ALC ALCON AG ORD SHS770.00%0.00%0.00%Q4 2020Q2 20227
NI NISOURCE INC COM770.00%0.00%0.00%Q4 2020Q2 20227
BWA BORGWARNER INC COM770.00%0.00%0.00%Q4 2020Q2 20227
KEYS KEYSIGHT TECHNOLOGIES ...770.00%0.00%0.00%Q4 2020Q2 20227
BK BANK NEW YORK MELLON C...770.00%0.00%0.00%Q4 2020Q2 20227
CC CHEMOURS CO COM770.00%0.00%0.00%Q4 2020Q2 20227
BHF BRIGHTHOUSE FINL INC COM770.00%0.00%0.00%Q4 2020Q2 20227
DLX DELUXE CORP COM770.00%0.00%0.00%Q4 2020Q2 20227
WAB WABTEC COM770.00%0.00%0.00%Q4 2020Q2 20227
ULTA ULTA BEAUTY INC COM770.00%0.00%0.00%Q4 2020Q2 20227
SEB SEABOARD CORP DEL COM770.00%0.00%0.00%Q4 2020Q2 20227
BBY BEST BUY INC COM770.00%0.00%0.00%Q4 2020Q2 20227
IEI ISHARES 3-7 YEAR TREAS...770.00%0.00%0.00%Q4 2020Q2 20227
DKS DICKS SPORTING GOODS I...770.00%0.00%0.00%Q4 2020Q2 20227
LW LAMB WESTON HLDGS INC COM770.00%0.00%0.00%Q4 2020Q2 20227
URI UNITED RENTALS INC COM770.00%0.00%0.00%Q4 2020Q2 20227
SAFM SANDERSON FARMS INC COM770.00%0.00%0.00%Q4 2020Q2 20227
CAG CONAGRA BRANDS INC COM770.00%0.00%0.00%Q4 2020Q2 20227
KDP KEURIG DR PEPPER INC COM770.00%0.00%0.00%Q4 2020Q2 20227
PNR PENTAIR PLC SHS770.00%0.00%0.00%Q4 2020Q2 20227
NTCT NETSCOUT SYS INC COM770.00%0.00%0.00%Q4 2020Q2 20227
BKR BAKER HUGHES COMPANY CL A770.00%0.00%0.00%Q4 2020Q2 20227
BP BP PLC SPONSORED ADR770.00%0.00%0.00%Q4 2020Q2 20227
VLY VALLEY NATL BANCORP COM770.00%0.00%0.00%Q4 2020Q2 20227
FRC FIRST REP BK SAN FRANC...770.00%0.00%0.00%Q4 2020Q2 20227
TLT ISHARES 20 YEAR TREASU...770.00%0.00%0.00%Q4 2020Q2 20227
DJP IPATH BLOOMBERG COMMOD...770.00%0.00%0.00%Q4 2020Q2 20227
ARNC ARCONIC CORPORATION COM770.00%0.00%0.00%Q4 2020Q2 20227
IEF ISHARES 7-10 YEAR TREA...770.00%0.00%0.00%Q4 2020Q2 20227
DXC DXC TECHNOLOGY CO COM770.00%0.00%0.00%Q4 2020Q2 20227
VTWO VANGUARD RUSSELL 2000 ETF770.00%0.00%0.00%Q4 2020Q2 20227
HRL HORMEL FOODS CORP COM770.00%0.00%0.00%Q4 2020Q2 20227
DS DRIVE SHACK INC COM770.00%0.00%0.00%Q4 2020Q2 20227
EIX EDISON INTL COM770.00%0.00%0.00%Q4 2020Q2 20227
TCPC BLACKROCK TCP CAPITAL ...770.00%0.00%0.00%Q4 2020Q2 20227
CHTR CHARTER COMMUNICATIONS...770.00%0.00%0.00%Q4 2020Q2 20227
INGR INGREDION INC COM770.00%0.00%0.00%Q4 2020Q2 20227
SWK STANLEY BLACK & DECKER...770.00%0.00%0.00%Q4 2020Q2 20227
VAW VANGUARD MATERIALS IND...770.00%0.00%0.00%Q4 2020Q2 20227
NMFC NEW MTN FIN CORP COM770.00%0.00%0.00%Q4 2020Q2 20227
NLOK NORTONLIFELOCK INC COM770.00%0.00%0.00%Q4 2020Q2 20227
TLS TELOS CORP MD COM770.00%0.00%0.00%Q4 2020Q2 20227
DVN DEVON ENERGY CORP NEW COM770.00%0.00%0.00%Q4 2020Q2 20227
OMAB GRUPO AEROPORTUARIO DE...770.00%0.00%0.00%Q4 2020Q2 20227
UNIT UNITI GROUP INC COM770.00%0.00%0.00%Q4 2020Q2 20227
TOL TOLL BROTHERS INC COM770.00%0.00%0.00%Q4 2020Q2 20227
TUP TUPPERWARE BRANDS CORP...770.00%0.00%0.00%Q4 2020Q2 20227
ASIX ADVANSIX INC COM770.00%0.00%0.00%Q4 2020Q2 20227
ETH ETHAN ALLEN INTERIORS ...770.00%0.00%0.00%Q4 2020Q2 20227
QQQM INVESCO NASDAQ 100 ETF770.00%0.00%0.00%Q4 2020Q2 20227
LUMN LUMEN TECHNOLOGIES INC...770.00%0.00%0.00%Q4 2020Q2 20227
PJT PJT PARTNERS INC COM CL A770.00%0.00%0.00%Q4 2020Q2 20227
RWO SPDR DOW JONES GLOBAL ...770.00%0.00%0.00%Q4 2020Q2 20227
REZI RESIDEO TECHNOLOGIES I...770.00%0.00%0.00%Q4 2020Q2 20227
NTCO NATURA &CO HLDG S A ADS770.00%0.00%0.00%Q4 2020Q2 20227
VC VISTEON CORP COM NEW770.00%0.00%0.00%Q4 2020Q2 20227
CNSL CONSOLIDATED COMM HLDG...770.00%0.00%0.00%Q4 2020Q2 20227
MICRO FOCUS INTL PLC S...770.00%0.00%0.00%Q4 2020Q2 20227
SXC SUNCOKE ENERGY INC COM770.00%0.00%0.00%Q4 2020Q2 20227
INSM INSMED INC COM PAR $.01770.00%0.00%0.00%Q4 2020Q2 20227
SVC SERVICE PPTYS TR COM S...770.00%0.00%0.00%Q4 2020Q2 20227
COOP MR COOPER GROUP INC COM770.00%0.00%0.00%Q4 2020Q2 20227
IYF ISHARES U.S. FINANCIAL...770.00%0.00%0.00%Q4 2020Q2 20227
SJM SMUCKER J M CO COM NEW770.00%0.00%0.00%Q4 2020Q2 20227
NWS NEWS CORP NEW CL B770.00%0.00%0.00%Q4 2020Q2 20227
VRTS VIRTUS INVT PARTNERS I...770.00%0.00%0.00%Q4 2020Q2 20227
MMT MFS MULTIMARKET INCOME...770.00%0.00%0.00%Q4 2020Q2 20227
VVR INVESCO SR INCOME TR COM770.00%0.00%0.00%Q4 2020Q2 20227
AMWD AMERICAN WOODMARK CORP...770.00%0.00%0.00%Q4 2020Q2 20227
FOF COHEN & STEERS CLOSED-...770.00%0.00%0.00%Q4 2020Q2 20227
BIP BROOKFIELD INFRAST PAR...770.00%0.00%0.00%Q4 2020Q2 20227
HBI HANESBRANDS INC COM770.00%0.00%0.00%Q4 2020Q2 20227
AIG AMERICAN INTL GROUP IN...770.00%0.00%0.00%Q4 2020Q2 20227
BIPC BROOKFIELD INFRASTRUCT...770.00%0.00%0.00%Q4 2020Q2 20227
VIAC VIACOMCBS INC CL B770.00%0.00%0.00%Q4 2020Q2 20227
ANGL VANECK VECTORS FALLEN ...610.00%0.00%0.00%Q1 2021Q1 20237
BBU BROOKFIELD BUSINESS PA...770.00%0.00%0.00%Q4 2020Q2 20227
TDF TEMPLETON DRAGON FD IN...770.00%0.00%0.00%Q4 2020Q2 20227
DIMENSIONAL ETF TRUST660.18%0.50%0.69%Q2 2022Q3 20236
VOOG VANGUARD S&P 500 GROWT...660.14%0.46%0.79%Q2 2022Q3 20236
JPHY JPMORGAN USD High Yiel...660.06%0.19%0.31%Q2 2022Q3 20236
DIMENSIONAL US SMALL C...660.00%0.04%0.06%Q2 2022Q3 20236
NIE VIRTUS EQUITY & CONV I...660.03%0.04%0.05%Q1 2021Q2 20226
SMG SCOTTS MIRACLE-GRO CO ...660.02%0.03%0.04%Q4 2020Q1 20226
WRB BERKLEY W R CORP COM660.02%0.03%0.03%Q4 2020Q1 20226
POOL POOL CORP COM660.02%0.02%0.03%Q4 2020Q1 20226
SITE SITEONE LANDSCAPE SUPP...660.02%0.02%0.03%Q4 2020Q1 20226
TER TERADYNE INC COM660.02%0.02%0.03%Q4 2020Q1 20226
SCZ ISHARES MSCI EAFE SMAL...660.02%0.02%0.02%Q1 2021Q2 20226
COO COOPER COS INC COM NEW660.02%0.02%0.02%Q4 2020Q1 20226
THO THOR INDS INC COM660.01%0.02%0.02%Q4 2020Q1 20226
NDSN NORDSON CORP COM660.02%0.02%0.02%Q4 2020Q1 20226
EFX EQUIFAX INC COM660.02%0.02%0.02%Q4 2020Q1 20226
BSY BENTLEY SYS INC COM CL B660.01%0.02%0.02%Q4 2020Q1 20226
ALLE ALLEGION PLC ORD SHS660.01%0.02%0.02%Q4 2020Q1 20226
LII LENNOX INTL INC COM660.01%0.01%0.02%Q4 2020Q1 20226
GLTR ABRDN PHYSICAL PRECIOU...660.01%0.01%0.02%Q1 2021Q2 20226
AZPN ASPEN TECHNOLOGY INC COM660.01%0.01%0.02%Q4 2020Q1 20226
IBKR INTERACTIVE BROKERS GR...660.01%0.01%0.02%Q4 2020Q1 20226
BFAM BRIGHT HORIZONS FAM SO...660.01%0.01%0.02%Q4 2020Q1 20226
CHE CHEMED CORP NEW COM660.01%0.01%0.02%Q4 2020Q1 20226
ELAN ELANCO ANIMAL HEALTH I...660.01%0.01%0.01%Q4 2020Q1 20226
VNT VONTIER CORPORATION COM660.00%0.01%0.02%Q4 2020Q1 20226
JKHY HENRY JACK & ASSOC INC...660.01%0.01%0.01%Q4 2020Q1 20226
EXPO EXPONENT INC COM660.01%0.01%0.02%Q4 2020Q1 20226
ROL ROLLINS INC COM660.01%0.01%0.01%Q4 2020Q1 20226
FICO FAIR ISAAC CORP COM660.01%0.01%0.01%Q4 2020Q1 20226
BBVA BANCO BILBAO VIZCAYA A...660.01%0.01%0.01%Q3 2020Q4 20216
SYK STRYKER CORPORATION COM660.00%0.01%0.01%Q4 2020Q1 20226
ADBE ADOBE SYSTEMS INCORPOR...660.00%0.01%0.02%Q1 2021Q2 20226
AFL AFLAC INC COM660.00%0.01%0.01%Q4 2020Q1 20226
MU MICRON TECHNOLOGY INC COM660.00%0.01%0.01%Q1 2021Q2 20226
SCHF SCHWAB INTERNATIONAL E...660.01%0.01%0.01%Q1 2021Q2 20226
BYM BLACKROCK MUN INCOME Q...660.00%0.01%0.01%Q4 2020Q1 20226
DLS WISDOMTREE INTERNATION...660.00%0.00%0.01%Q1 2021Q2 20226
TRP TC ENERGY CORP COM660.00%0.00%0.00%Q1 2021Q2 20226
BIIB BIOGEN INC COM660.00%0.00%0.01%Q4 2020Q1 20226
FOXA FOX CORP CL A COM660.00%0.00%0.00%Q4 2020Q1 20226
PBCT PEOPLES UNITED FINANCI...660.00%0.00%0.01%Q4 2020Q1 20226
LYB LYONDELLBASELL INDUSTR...660.00%0.00%0.00%Q4 2020Q1 20226
KSS KOHLS CORP COM660.00%0.00%0.00%Q4 2020Q1 20226
VLO VALERO ENERGY CORP COM660.00%0.00%0.00%Q4 2020Q1 20226
XLP CONSUMER STAPLES SELEC...660.00%0.00%0.00%Q1 2021Q2 20226
WBA WALGREENS BOOTS ALLIAN...660.00%0.00%0.00%Q4 2020Q1 20226
IYR ISHARES U.S. REAL ESTA...660.00%0.00%0.00%Q4 2020Q1 20226
CTSH COGNIZANT TECHNOLOGY S...660.00%0.00%0.00%Q4 2020Q1 20226
FISV FISERV INC COM660.00%0.00%0.00%Q4 2020Q1 20226
CDK CDK GLOBAL INC COM660.00%0.00%0.00%Q4 2020Q1 20226
PRGO PERRIGO CO PLC SHS660.00%0.00%0.00%Q4 2020Q1 20226
OMC OMNICOM GROUP INC COM660.00%0.00%0.00%Q4 2020Q1 20226
UNM UNUM GROUP COM660.00%0.00%0.00%Q4 2020Q1 20226
MAN MANPOWERGROUP INC WIS COM660.00%0.00%0.00%Q4 2020Q1 20226
IYE ISHARES U.S. ENERGY ETF660.00%0.00%0.00%Q1 2021Q2 20226
IDV ISHARES INTERNATIONAL ...660.00%0.00%0.00%Q4 2020Q1 20226
RMR RMR GROUP INC CL A660.00%0.00%0.00%Q4 2020Q1 20226
PCG PG&E CORP COM660.00%0.00%0.00%Q1 2021Q2 20226
FONR FONAR CORP COM NEW660.00%0.00%0.00%Q4 2020Q1 20226
FOX FOX CORP CL B COM660.00%0.00%0.00%Q4 2020Q1 20226
AON AON PLC SHS CL A660.00%0.00%0.00%Q1 2021Q2 20226
GTX GARRETT MOTION INC COM420.00%0.00%0.00%Q4 2020Q2 20226
STZ CONSTELLATION BRANDS I...660.00%0.00%0.00%Q1 2021Q2 20226
SPLG SPDR PORTFOLIO S&P 500...660.00%0.00%0.00%Q1 2021Q2 20226
STLA STELLANTIS N.V SHS510.00%0.00%0.00%Q2 2021Q1 20236
HLT HILTON WORLDWIDE HLDGS...660.00%0.00%0.00%Q1 2021Q2 20226
VTEB VANGUARD TAX-EXEMPT BO...550.05%0.43%0.95%Q2 2022Q2 20235
KKR KKR & CO INC550.10%0.14%0.15%Q4 2018Q4 20195
UTX UNITED TECHNOLOGIES CORP550.06%0.07%0.07%Q4 2018Q4 20195
DFAS DIMENSIONAL US SMALL C...410.00%0.05%0.09%Q2 2022Q3 20235
SHELL PLC SPON ADS320.03%0.03%0.04%Q1 2022Q3 20235
GMZ GOLDMAN SACHS MLP INC ...550.03%0.03%0.03%Q4 2018Q4 20195
APH AMPHENOL CORP NEW CL A550.02%0.03%0.03%Q4 2020Q4 20215
LBRDK LIBERTY BROADBAND CORP...550.02%0.03%0.03%Q4 2020Q4 20215
MSCI MSCI INC COM550.02%0.02%0.03%Q4 2020Q4 20215
ANET ARISTA NETWORKS INC COM550.02%0.02%0.02%Q4 2020Q4 20215
IT GARTNER INC COM550.02%0.02%0.02%Q4 2020Q4 20215
ACGL ARCH CAP GROUP LTD ORD550.02%0.02%0.02%Q4 2020Q4 20215
LH LABORATORY CORP AMER H...550.02%0.02%0.02%Q4 2020Q4 20215
INFO IHS MARKIT LTD SHS550.01%0.02%0.03%Q4 2020Q4 20215
NVDA NVIDIA CORPORATION COM320.01%0.02%0.03%Q4 2021Q3 20235
MKL MARKEL CORP COM550.02%0.02%0.02%Q4 2020Q4 20215
CSL CARLISLE COS INC COM550.02%0.02%0.02%Q4 2020Q4 20215
LPLA LPL FINL HLDGS INC COM550.02%0.02%0.02%Q1 2021Q1 20225
CERN CERNER CORP COM550.01%0.01%0.02%Q4 2020Q4 20215
BCE BCE INC COM NEW550.01%0.01%0.02%Q4 2020Q4 20215
CLVT CLARIVATE PLC ORD SHS550.01%0.01%0.01%Q4 2020Q4 20215
BTI BRITISH AMERN TOB PLC ...550.01%0.01%0.02%Q4 2020Q4 20215
VALE VALE S A SPONSORED ADS550.01%0.01%0.01%Q4 2020Q4 20215
BNS BANK NOVA SCOTIA B C COM550.01%0.01%0.01%Q4 2020Q4 20215
EXPD EXPEDITORS INTL WASH I...550.01%0.01%0.01%Q4 2020Q4 20215
FIVE FIVE BELOW INC COM550.01%0.01%0.01%Q4 2020Q4 20215
AWI ARMSTRONG WORLD INDS I...550.01%0.01%0.01%Q4 2020Q4 20215
MC MOELIS & CO CL A550.01%0.01%0.01%Q4 2020Q4 20215
GBCI GLACIER BANCORP INC NE...550.01%0.01%0.01%Q4 2020Q4 20215
UBS UBS GROUP AG SHS550.01%0.01%0.01%Q4 2020Q4 20215
MNST MONSTER BEVERAGE CORP ...550.01%0.01%0.01%Q4 2020Q4 20215
IX ORIX CORP SPONSORED ADR550.01%0.01%0.01%Q4 2020Q4 20215
CIB BANCOLOMBIA S A SPON A...550.01%0.01%0.01%Q4 2020Q4 20215
MTD METTLER TOLEDO INTERNA...550.01%0.01%0.01%Q4 2020Q4 20215
WPP WPP PLC NEW ADR550.01%0.01%0.01%Q4 2020Q4 20215
BHP BHP GROUP LTD SPONSORE...550.01%0.01%0.01%Q4 2020Q4 20215
MMC MARSH & MCLENNAN COS I...550.01%0.01%0.01%Q4 2020Q4 20215
SAP SAP SE SPON ADR550.00%0.01%0.01%Q4 2020Q4 20215
BAP CREDICORP LTD COM550.00%0.01%0.01%Q4 2020Q4 20215
RYAAY RYANAIR HOLDINGS PLC S...550.00%0.01%0.01%Q4 2020Q4 20215
BFB BROWN FORMAN CORP CL B550.00%0.00%0.01%Q4 2020Q4 20215
HUM HUMANA INC COM550.00%0.00%0.01%Q4 2020Q4 20215
BSX BOSTON SCIENTIFIC CORP...550.00%0.00%0.01%Q4 2020Q4 20215
IQV IQVIA HLDGS INC COM550.00%0.00%0.00%Q4 2020Q4 20215
AVY AVERY DENNISON CORP COM550.00%0.00%0.00%Q4 2020Q4 20215
CBSH COMMERCE BANCSHARES IN...550.00%0.00%0.00%Q4 2020Q4 20215
PANW PALO ALTO NETWORKS INC...550.00%0.00%0.00%Q4 2020Q4 20215
KEY KEYCORP COM410.00%0.00%0.00%Q4 2020Q2 20225
AA ALCOA CORP COM550.00%0.00%0.00%Q4 2020Q4 20215
DLR DIGITAL RLTY TR INC COM410.00%0.00%0.00%Q4 2020Q2 20225
ZUMZ ZUMIEZ INC COM550.00%0.00%0.00%Q4 2020Q4 20215
ESGV VANGUARD ESG U.S. STOC...550.00%0.00%0.00%Q2 2021Q2 20225
USNA USANA HEALTH SCIENCES ...550.00%0.00%0.00%Q4 2020Q4 20215
WMK WEIS MKTS INC COM550.00%0.00%0.00%Q4 2020Q4 20215
BLK BLACKROCK INC COM550.00%0.00%0.00%Q1 2021Q1 20225
GRMN GARMIN LTD SHS550.00%0.00%0.00%Q1 2021Q1 20225
CPNG COUPANG INC CL A550.00%0.00%0.00%Q2 2021Q2 20225
Dimensional National M...441.13%1.55%2.47%Q4 2022Q3 20234
DIMENSIONAL SHORT-DURA...440.71%0.86%1.00%Q4 2022Q3 20234
BBT BB&T CORP440.60%0.60%0.61%Q4 2018Q3 20194
DIMENSIONAL CORE FIXED...440.32%0.44%0.60%Q4 2022Q3 20234
STI SUNTRUST BKS INC440.13%0.14%0.16%Q4 2018Q3 20194
DFAI DFA International Core...440.03%0.04%0.04%Q4 2022Q3 20234
DIMENSIONAL WORLD EX U...440.02%0.02%0.03%Q3 2021Q2 20224
DFAC DIMENSIONAL U.S. CORE ...440.02%0.02%0.02%Q3 2021Q2 20224
PKO PIMCO INCOME OPPORTUNI...440.01%0.01%0.01%Q4 2020Q3 20214
CNNE CANNAE HLDGS INC COM440.01%0.01%0.01%Q1 2021Q4 20214
FLT FLEETCOR TECHNOLOGIES ...440.01%0.01%0.01%Q4 2020Q3 20214
DCT DUCK CREEK TECHNOLOGIE...440.01%0.01%0.01%Q1 2021Q4 20214
OGN ORGANON & CO COMMON STOCK440.01%0.01%0.01%Q3 2021Q2 20224
TDY TELEDYNE TECHNOLOGIES ...440.01%0.01%0.01%Q2 2021Q1 20224
DOCU DOCUSIGN INC COM310.00%0.01%0.02%Q4 2020Q2 20224
OGS ONE GAS INC COM440.00%0.00%0.01%Q4 2020Q3 20214
CBRL CRACKER BARREL OLD CTR...440.00%0.00%0.01%Q4 2020Q3 20214
LAMR LAMAR ADVERTISING CO N...440.00%0.00%0.00%Q4 2020Q3 20214
IRM IRON MTN INC NEW COM440.00%0.00%0.00%Q3 2021Q2 20224
VSS VANGUARD FTSE ALL-WORL...440.00%0.00%0.00%Q3 2021Q2 20224
SR SPIRE INC COM440.00%0.00%0.00%Q4 2020Q3 20214
SYF SYNCHRONY FINANCIAL COM440.00%0.00%0.00%Q3 2021Q2 20224
SPGI S&P GLOBAL INC COM310.00%0.00%0.00%Q4 2020Q2 20224
AMLP ALERIAN MLP ETF440.00%0.00%0.00%Q4 2020Q3 20214
PK PARK HOTELS & RESORTS ...440.00%0.00%0.00%Q4 2020Q3 20214
RMD RESMED INC COM440.00%0.00%0.00%Q3 2021Q2 20224
NOV NOV INC COM440.00%0.00%0.00%Q2 2021Q1 20224
LZB LA Z BOY INC COM440.00%0.00%0.00%Q4 2020Q3 20214
HTLD HEARTLAND EXPRESS INC COM440.00%0.00%0.00%Q4 2020Q3 20214
MHO M/I HOMES INC COM440.00%0.00%0.00%Q4 2020Q3 20214
KTB KONTOOR BRANDS INC COM440.00%0.00%0.00%Q4 2020Q3 20214
FFIV F5 NETWORKS INC COM440.00%0.00%0.00%Q4 2020Q3 20214
GEO GEO GROUP INC NEW COM440.00%0.00%0.00%Q3 2021Q2 20224
OXYWS OCCIDENTAL PETE CORP W...310.00%0.00%0.00%Q1 2021Q2 20224
DTM DT MIDSTREAM INC COMMO...440.00%0.00%0.00%Q3 2021Q2 20224
CMPS COMPASS PATHWAYS PLC S...440.00%0.00%0.00%Q3 2021Q2 20224
TRAEGER INC COMMON STOCK440.00%0.00%0.00%Q3 2021Q2 20224
EQIX EQUINIX INC440.00%0.00%0.00%Q1 2021Q4 20214
HITI HIGH TIDE INC COM NEW440.00%0.00%0.00%Q3 2021Q2 20224
BAMR BROOKFIELD ASSET MGMT ...440.00%0.00%0.00%Q3 2021Q2 20224
MLPA GLOBAL X MLP ETF440.00%0.00%0.00%Q4 2020Q3 20214
DAL DELTA AIR LINES INC DE...440.00%0.00%0.00%Q3 2021Q2 20224
VNM VANECK VECTORS ETF TRUST331.06%1.33%1.48%Q2 2019Q4 20193
DFA US Marketwide Valu...330.51%0.68%0.79%Q1 2023Q3 20233
IWC ISHARES TR330.16%0.17%0.17%Q4 2018Q2 20193
XLI INDUSTRIAL SELECT SECT...330.02%0.02%0.02%Q4 2020Q2 20213
SLYV SPDR S&P 600 SMALL CAP...330.01%0.01%0.01%Q4 2021Q2 20223
BLV VANGUARD LONG-TERM BON...330.01%0.01%0.01%Q4 2021Q2 20223
CNC CENTENE CORP DEL COM330.01%0.01%0.01%Q4 2021Q2 20223
PDI PIMCO DYNAMIC INCOME F...330.01%0.01%0.01%Q4 2021Q2 20223
PCAR PACCAR INC COM330.01%0.01%0.01%Q2 2021Q4 20213
KMPR KEMPER CORP COM330.01%0.01%0.01%Q4 2020Q2 20213
IEX IDEX CORP COM330.01%0.01%0.01%Q4 2021Q2 20223
SCHP SCHWAB U.S. TIPS ETF330.01%0.01%0.01%Q4 2021Q2 20223
AVGO BROADCOM INC COM330.01%0.01%0.01%Q4 2021Q2 20223
TREX TREX CO INC COM330.01%0.01%0.01%Q4 2020Q2 20213
TKR TIMKEN CO COM330.01%0.01%0.01%Q4 2021Q2 20223
NZF NUVEEN MUNICIPAL CREDI...330.01%0.01%0.01%Q4 2020Q2 20213
MPC MARATHON PETE CORP COM330.00%0.00%0.01%Q4 2021Q2 20223
SPSM SPDR PORTFOLIO S&P 600...330.00%0.00%0.01%Q4 2021Q2 20223
LVS LAS VEGAS SANDS CORP COM330.00%0.00%0.01%Q4 2020Q2 20213
ADSK AUTODESK INC COM330.00%0.00%0.01%Q4 2021Q2 20223
SONY SONY GROUP CORPORATION...330.00%0.00%0.00%Q4 2021Q2 20223
MLM MARTIN MARIETTA MATLS ...330.00%0.00%0.00%Q4 2021Q2 20223
COG COTERRA ENERGY INC COM330.00%0.00%0.00%Q4 2021Q2 20223
CB CHUBB LIMITED COM330.00%0.00%0.00%Q4 2021Q2 20223
PTC PTC INC COM330.00%0.00%0.00%Q4 2020Q2 20213
VRTX VERTEX PHARMACEUTICALS...330.00%0.00%0.00%Q4 2021Q2 20223
UI UBIQUITI INC COM330.00%0.00%0.00%Q4 2021Q2 20223
MRVI MARAVAI LIFESCIENCES H...330.00%0.00%0.00%Q4 2020Q2 20213
MEI METHODE ELECTRS INC COM330.00%0.00%0.00%Q4 2020Q2 20213
MRNA MODERNA INC COM330.00%0.00%0.00%Q4 2021Q2 20223
MLI MUELLER INDS INC COM330.00%0.00%0.00%Q4 2020Q2 20213
DISCK DISCOVERY INC COM SER C330.00%0.00%0.00%Q4 2020Q2 20213
WIRE ENCORE WIRE CORP COM330.00%0.00%0.00%Q4 2020Q2 20213
HUBG HUB GROUP INC CL A330.00%0.00%0.00%Q4 2020Q2 20213
HY HYSTER YALE MATLS HAND...330.00%0.00%0.00%Q4 2020Q2 20213
SYKE SYKES ENTERPRISES INC COM330.00%0.00%0.00%Q4 2020Q2 20213
SXI STANDEX INTL CORP COM330.00%0.00%0.00%Q4 2020Q2 20213
SMP STANDARD MTR PRODS INC...330.00%0.00%0.00%Q2 2021Q4 20213
SWBI SMITH & WESSON BRANDS ...330.00%0.00%0.00%Q1 2021Q3 20213
IDCC INTERDIGITAL INC COM330.00%0.00%0.00%Q4 2020Q2 20213
HWKN HAWKINS INC COM330.00%0.00%0.00%Q4 2020Q2 20213
HNI HNI CORP COM330.00%0.00%0.00%Q4 2020Q2 20213
AZZ AZZ INC COM330.00%0.00%0.00%Q4 2020Q2 20213
SANM SANMINA CORPORATION COM330.00%0.00%0.00%Q4 2020Q2 20213
ATGE ADTALEM GLOBAL ED INC COM330.00%0.00%0.00%Q4 2020Q2 20213
UAL UNITED AIRLS HLDGS INC...330.00%0.00%0.00%Q4 2021Q2 20223
VOD VODAFONE GROUP PLC NEW...330.00%0.00%0.00%Q4 2021Q2 20223
PAA PLAINS ALL AMERN PIPEL...330.00%0.00%0.00%Q4 2020Q2 20213
PLAB PHOTRONICS INC COM330.00%0.00%0.00%Q4 2020Q2 20213
MYRG MYR GROUP INC DEL COM330.00%0.00%0.00%Q4 2020Q2 20213
RGR STURM RUGER & CO INC COM330.00%0.00%0.00%Q1 2021Q3 20213
MRTN MARTEN TRANS LTD COM330.00%0.00%0.00%Q1 2021Q3 20213
MGRC MCGRATH RENTCORP COM330.00%0.00%0.00%Q4 2020Q2 20213
VIVO MERIDIAN BIOSCIENCE IN...330.00%0.00%0.00%Q1 2021Q3 20213
NPK NATIONAL PRESTO INDS I...330.00%0.00%0.00%Q4 2020Q2 20213
FIX COMFORT SYS USA INC COM330.00%0.00%0.00%Q4 2020Q2 20213
SIGA SIGA TECHNOLOGIES INC COM330.00%0.00%0.00%Q2 2021Q4 20213
CLNE CLEAN ENERGY FUELS COR...330.00%0.00%0.00%Q4 2020Q2 20213
CONSTELLATION ENERGY C...210.00%0.00%0.00%Q1 2022Q1 20233
EHC ENCOMPASS HEALTH CORP COM330.00%0.00%0.00%Q1 2021Q3 20213
WKHS WORKHORSE GROUP INC CO...330.00%0.00%0.00%Q2 2021Q4 20213
ILPT INDUSTRIAL LOGISTICS P...330.00%0.00%0.00%Q4 2020Q2 20213
AIN ALBANY INTL CORP CL A330.00%0.00%0.00%Q4 2020Q2 20213
PLUG PLUG POWER INC COM NEW210.00%0.00%0.00%Q2 2021Q2 20223
GPS GAP INC COM330.00%0.00%0.00%Q4 2020Q2 20213
CLXPF CYBIN INC COM330.00%0.00%0.00%Q4 2021Q2 20223
PRDO PERDOCEO ED CORP COM330.00%0.00%0.00%Q4 2020Q2 20213
OPI OFFICE PPTYS INCOME TR...330.00%0.00%0.00%Q4 2020Q2 20213
ROOT ROOT INC COM CL A330.00%0.00%0.00%Q2 2021Q4 20213
KSU KANSAS CITY SOUTHERN C...330.00%0.00%0.00%Q1 2021Q3 20213
BIL SPDR BLOOMBERG 1-3 MON...220.56%0.73%0.91%Q2 2023Q3 20232
DWDP DOWDUPONT INC220.06%0.06%0.06%Q4 2018Q1 20192
SGOV ISHARES 0-3 MONTH TREA...220.04%0.05%0.06%Q2 2023Q3 20232
BBJP JPMORGAN BETABUILDERS ...220.02%0.02%0.02%Q4 2021Q1 20222
EWU ISHARES MSCI UNITED KI...220.02%0.02%0.02%Q4 2021Q1 20222
VAR VARIAN MED SYS INC COM220.01%0.01%0.02%Q4 2020Q1 20212
FSTA FIDELITY MSCI CONSUMER...220.01%0.01%0.01%Q4 2021Q1 20222
FLIR FLIR SYS INC COM220.01%0.01%0.01%Q4 2020Q1 20212
EMLC VANECK J.P. MORGAN EM ...220.01%0.01%0.01%Q4 2021Q1 20222
DNB DUN & BRADSTREET HLDGS...220.01%0.01%0.02%Q1 2021Q2 20212
FNDE SCHWAB FUNDAMENTAL EME...220.01%0.01%0.01%Q4 2021Q1 20222
FAST FASTENAL CO COM220.01%0.01%0.01%Q4 2020Q1 20212
NEU NEWMARKET CORP COM220.01%0.01%0.01%Q4 2020Q1 20212
EWG ISHARES MSCI GERMANY ETF220.01%0.01%0.01%Q4 2021Q1 20222
LYG LLOYDS BANKING GROUP PLC220.00%0.01%0.01%Q4 2019Q1 20202
TFX TELEFLEX INCORPORATED COM220.00%0.01%0.01%Q4 2020Q1 20212
MLPX GLOBAL X MLP & ENERGY ...220.01%0.01%0.01%Q4 2021Q1 20222
IXC ISHARES GLOBAL ENERGY ETF220.01%0.01%0.01%Q4 2021Q1 20222
EWW ISHARES MSCI MEXICO ETF220.01%0.01%0.01%Q4 2021Q1 20222
USHY ISHARES BROAD USD HIGH...220.01%0.01%0.01%Q4 2021Q1 20222
CARE CARTER BANKSHARES INC ...220.00%0.00%0.01%Q2 2021Q3 20212
CARE CARTER BANKSHARES INC ...220.00%0.00%0.01%Q4 2020Q1 20212
MCHI ISHARES MSCI CHINA ETF220.00%0.00%0.01%Q4 2021Q1 20222
UTHR UNITED THERAPEUTICS CO...220.00%0.00%0.00%Q1 2022Q2 20222
OLED UNIVERSAL DISPLAY CORP...220.00%0.00%0.00%Q1 2022Q2 20222
VOE VANGUARD MID-CAP VALUE...220.00%0.00%0.00%Q1 2022Q2 20222
ARCB ARCBEST CORP COM220.00%0.00%0.00%Q3 2021Q4 20212
ADM ARCHER DANIELS MIDLAND...220.00%0.00%0.00%Q1 2022Q2 20222
VMO INVESCO MUN OPPORTUNIT...220.00%0.00%0.00%Q4 2020Q1 20212
VIOO VANGUARD S&P SMALL-CAP...220.00%0.00%0.00%Q1 2022Q2 20222
KYNDRYL HLDGS INC COMM...220.00%0.00%0.00%Q1 2022Q2 20222
BCC BOISE CASCADE CO DEL COM220.00%0.00%0.00%Q1 2021Q2 20212
IIIN INSTEEL INDS INC COM220.00%0.00%0.00%Q3 2021Q4 20212
FF FUTUREFUEL CORP COM220.00%0.00%0.00%Q4 2020Q1 20212
APOG APOGEE ENTERPRISES INC...220.00%0.00%0.00%Q4 2020Q1 20212
TITN TITAN MACHY INC COM220.00%0.00%0.00%Q3 2021Q4 20212
HCCI HERITAGE CRYSTAL CLEAN...220.00%0.00%0.00%Q3 2021Q4 20212
INVENTRUST PPTYS CORP ...220.00%0.00%0.00%Q1 2022Q2 20222
NOV NOV INC COM220.00%0.00%0.00%Q4 2020Q1 20212
MOV MOVADO GROUP INC COM220.00%0.00%0.00%Q3 2021Q4 20212
NTGR NETGEAR INC COM220.00%0.00%0.00%Q2 2021Q3 20212
IVOO VANGUARD S&P MID-CAP 4...220.00%0.00%0.00%Q1 2022Q2 20222
AEGN AEGION CORP COM220.00%0.00%0.00%Q4 2020Q1 20212
CO GLOBAL CORD BLOOD CORP...220.00%0.00%0.00%Q2 2021Q3 20212
NX QUANEX BLDG PRODS CORP...220.00%0.00%0.00%Q2 2021Q3 20212
ADVISORSHARES PSYCHEDE...220.00%0.00%0.00%Q1 2022Q2 20222
MAXN MAXEON SOLAR TECHNOLOG...220.00%0.00%0.00%Q1 2022Q2 20222
BROOKFIELD BUSINESS CO...220.00%0.00%0.00%Q1 2022Q2 20222
ATAI ATAI LIFE SCIENCES NV SHS220.00%0.00%0.00%Q1 2022Q2 20222
SI SILVERGATE CAP CORP CL A220.00%0.00%0.00%Q2 2021Q3 20212
GENI GENIUS SPORTS LIMITED ...220.00%0.00%0.00%Q1 2022Q2 20222
CP CANADIAN PAC RY LTD COM220.00%0.00%0.00%Q4 2021Q1 20222
TAN INVESCO SOLAR ETF220.00%0.00%0.00%Q1 2022Q2 20222
PRSP PERSPECTA INC COM220.00%0.00%0.00%Q4 2020Q1 20212
FCEL FUELCELL ENERGY INC COM110.00%0.00%0.00%Q2 2021Q2 20222
BUZZ VANECK VECTORS SOCIAL ...220.00%0.00%0.00%Q2 2021Q3 20212
ZIMVIE INC COM220.00%0.00%0.00%Q1 2022Q2 20222
SAVA CASSAVA SCIENCES INC COM220.00%0.00%0.00%Q2 2021Q3 20212
LEV THE LION ELECTRIC COMP...220.00%0.00%0.00%Q2 2021Q3 20212
UWMC UWM HOLDINGS CORPORATI...220.00%0.00%0.00%Q2 2021Q3 20212
QUAL ISHARES MSCI USA QUALI...220.00%0.00%0.00%Q3 2021Q4 20212
MTUM ISHARES MSCI USA MOMEN...220.00%0.00%0.00%Q3 2021Q4 20212
KE KIMBALL ELECTRONICS IN...220.00%0.00%0.00%Q2 2021Q3 20212
ABNB AIRBNB INC COM CL A220.00%0.00%0.00%Q1 2022Q2 20222
EMBECTA CORP COMMON STOCK110.00%0.00%0.00%Q2 2022Q1 20232
JEPI JPMORGAN EQUITY PREMIU...220.00%0.00%0.00%Q1 2022Q2 20222
BILL BILL HOLDINGS INC COM110.13%0.13%0.13%Q3 2023Q3 20231
UBSH UNION BANKSHARES CORP NEW110.09%0.09%0.09%Q1 2019Q1 20191
ANCX ACCESS NATL CORP110.09%0.09%0.09%Q4 2018Q4 20181
RTN RAYTHEON CO110.06%0.06%0.06%Q1 2020Q1 20201
HDV ISHARES CORE HIGH DIVI...110.02%0.02%0.02%Q2 2022Q2 20221
WARNER BROS DISCOVERY ...110.01%0.01%0.01%Q2 2022Q2 20221
BKI BLACK KNIGHT INC COM110.01%0.01%0.01%Q4 2021Q4 20211
VIOV VANGUARD S&P SMALL-CAP...110.01%0.01%0.01%Q2 2022Q2 20221
PUK PRUDENTIAL PLC ADR110.01%0.01%0.01%Q4 2020Q4 20201
COR CORESITE REALTY110.01%0.01%0.01%Q4 2020Q4 20201
DBEF X-TRACKERS MSCI EAFE H...110.01%0.01%0.01%Q4 2021Q4 20211
EV EATON VANCE CORP COM N...110.01%0.01%0.01%Q4 2020Q4 20201
COMT ISHARES COMMODITIES SE...110.01%0.01%0.01%Q2 2022Q2 20221
MKSI MKS INSTRS INC COM110.01%0.01%0.01%Q4 2021Q4 20211
FNDF SCHWAB FUNDAMENTAL INT...110.01%0.01%0.01%Q1 2021Q1 20211
OLLI OLLIES BARGAIN OUTLET ...110.00%0.00%0.00%Q3 2021Q3 20211
TCP TC PIPELINES LP UT COM...110.00%0.00%0.00%Q4 2020Q4 20201
VGLT VANGUARD LONG-TERM GOV...110.00%0.00%0.00%Q1 2021Q1 20211
WEX WEX INC COM110.00%0.00%0.00%Q3 2021Q3 20211
RPM RPM INTL INC COM110.00%0.00%0.00%Q4 2021Q4 20211
XYL XYLEM INC COM110.00%0.00%0.00%Q4 2021Q4 20211
M MACYS INC COM110.00%0.00%0.00%Q1 2021Q1 20211
ORLY OREILLY AUTOMOTIVE INC...110.00%0.00%0.00%Q1 2021Q1 20211
NPTN NEOPHOTONICS CORP COM110.00%0.00%0.00%Q1 2021Q1 20211
SPHD INVESCO S&P 500 HIGH D...110.00%0.00%0.00%Q4 2021Q4 20211
TWTR TWITTER INC COM110.00%0.00%0.00%Q4 2021Q4 20211
IP INTERNATIONAL PAPER CO...110.00%0.00%0.00%Q4 2020Q4 20201
JMOM JPMORGAN U.S. MOMENTUM...110.00%0.00%0.00%Q4 2021Q4 20211
VHC VIRNETX HLDG CORP COM110.00%0.00%0.00%Q1 2021Q1 20211
BH BIGLARI HLDGS INC COM ...110.00%0.00%0.00%Q3 2021Q3 20211
PLCE CHILDRENS PL INC NEW COM110.00%0.00%0.00%Q3 2021Q3 20211
TPC TUTOR PERINI CORP COM110.00%0.00%0.00%Q2 2021Q2 20211
VNDA VANDA PHARMACEUTICALS ...110.00%0.00%0.00%Q4 2020Q4 20201
SCHN SCHNITZER STEEL INDS I...110.00%0.00%0.00%Q3 2021Q3 20211
CFR CULLEN FROST BANKERS I...110.00%0.00%0.00%Q4 2021Q4 20211
MTB M & T BK CORP COM110.00%0.00%0.00%Q2 2022Q2 20221
ATNI ATN INTL INC COM110.00%0.00%0.00%Q4 2020Q4 20201
FL FOOT LOCKER INC COM110.00%0.00%0.00%Q4 2020Q4 20201
BHE BENCHMARK ELECTRS INC COM110.00%0.00%0.00%Q3 2021Q3 20211
FNKO FUNKO INC COM CL A110.00%0.00%0.00%Q3 2021Q3 20211
SCPL SCIPLAY CORPORATION CL A110.00%0.00%0.00%Q2 2021Q2 20211
GLT GLATFELTER CORPORATION...110.00%0.00%0.00%Q2 2021Q2 20211
EWC ISHARES MSCI CANADA ETF110.00%0.00%0.00%Q1 2023Q1 20231
BBSI BARRETT BUSINESS SVCS ...110.00%0.00%0.00%Q3 2021Q3 20211
CPB CAMPBELL SOUP CO COM110.00%0.00%0.00%Q4 2020Q4 20201
NESR NATIONAL ENERGY SERVIC...110.00%0.00%0.00%Q4 2020Q4 20201
BKE BUCKLE INC COM110.00%0.00%0.00%Q4 2020Q4 20201
HSII HEIDRICK & STRUGGLES I...110.00%0.00%0.00%Q3 2021Q3 20211
ITRN ITURAN LOCATION AND CO...110.00%0.00%0.00%Q3 2021Q3 20211
NHC NATIONAL HEALTHCARE CO...110.00%0.00%0.00%Q3 2021Q3 20211
LRN STRIDE INC COM110.00%0.00%0.00%Q3 2021Q3 20211
QURE UNIQURE NV SHS110.00%0.00%0.00%Q3 2021Q3 20211
MANU MANCHESTER UTD PLC NEW...110.00%0.00%0.00%Q2 2021Q2 20211
HVT HAVERTY FURNITURE COS ...110.00%0.00%0.00%Q3 2021Q3 20211
CRAI CRA INTL INC COM110.00%0.00%0.00%Q3 2021Q3 20211
FLWS 1 800 FLOWERS COM INC ...110.00%0.00%0.00%Q2 2021Q2 20211
FCAU STELLANTIS N.V SHS110.00%0.00%0.00%Q4 2020Q4 20201
NAT NORDIC AMERICAN TANKER...110.00%0.00%0.00%Q3 2021Q3 20211
SCWX SECUREWORKS CORP CL A110.00%0.00%0.00%Q2 2022Q2 20221
ROCKET LAB USA INC COM110.00%0.00%0.00%Q4 2021Q4 20211
DIMENSIONAL INTERNATIO...110.00%0.00%0.00%Q4 2021Q4 20211
CLF CLEVELAND-CLIFFS INC N...110.00%0.00%0.00%Q2 2021Q2 20211
SUPN SUPERNUS PHARMACEUTICA...110.00%0.00%0.00%Q2 2021Q2 20211
USLM UNITED STS LIME & MINE...110.00%0.00%0.00%Q4 2020Q4 20201
FNF FIDELITY NATIONAL FINA...110.00%0.00%0.00%Q2 2021Q2 20211
UN UNILEVER N V N Y SHS NEW110.00%0.00%0.00%Q4 2020Q4 20201
MLNX MELLANOX TECHNOLOGIES ...110.00%0.00%0.00%Q4 2020Q4 20201
NAKD NAKED BRAND GROUP LIMI...110.00%0.00%0.00%Q2 2021Q2 20211
FXE INVESCO CURRENCYSHARES...110.00%0.00%0.00%Q1 2022Q1 20221
RIVIAN AUTOMOTIVE INC ...110.00%0.00%0.00%Q2 2022Q2 20221
AVNS AVANOS MED INC COM110.00%0.00%0.00%Q4 2020Q4 20201
LENB LENNAR CORP CL B110.00%0.00%0.00%Q4 2021Q4 20211
ORION OFFICE REIT INC COM110.00%0.00%0.00%Q1 2022Q1 20221
NPO ENPRO INDS INC COM110.00%0.00%0.00%Q4 2020Q4 20201
PWV INVESCO DYNAMIC LARGE ...110.00%0.00%0.00%Q4 2020Q4 20201
MNMD MIND MEDICINE MINDMED ...110.00%0.00%0.00%Q2 2022Q2 20221
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The securities at the top of the list , including BERKSHIRE HATHAWAY INC DEL CL B NEW, SPDR S&P DIVIDEND ETF, and VANGUARD SHORT-TERM BOND INDEX FUND, are the highest-conviction holdings of Graves Light Lenhart Wealth, Inc..

The conviction is calculated by counting the number of quarters a security has been reported by Graves Light Lenhart Wealth, Inc.. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Graves Light Lenhart Wealth, Inc. owns currently or has owned in the past.