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| Holdings Found : 64 | View All Holdings | Currently Viewing: Unchanged Positions | Page 1 of 1 | ||||
Menu |
Ticker | Company Name | Position Rank |
New/Closed Postion |
Last Close |
Value | Shares Held | % of Portfolio |
Value Change |
Change In Shares Held |
% of Company | Industry |
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VOT | Van Kampen Municipal Opport... | - | $230.19 | $3,288,000 | 13,945 | % | 226,000 | 0 | 0 | N/A | |
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MUB | iShares S&P National Munici... | - | $106.80 | $1,493,000 | 13,880 | % | -12,000 | 0 | 0 | N/A | |
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DSEP | Ft Cboe Vest Us Equity Deep... | - | $0.00 | $1,080,000 | 28,296 | % | 49,000 | 0 | 0 | N/A | |
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PNFP | Pinnacle Financial Partners... | - | $83.28 | $953,000 | 11,092 | % | -14,000 | 0 | 0 | N/A | |
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HALO | Halozyme Therapeutics Inc | - | $40.86 | $827,000 | 20,338 | % | 75,000 | 0 | 0 | N/A | |
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SUB | iShares S&P S/T Natnl AMT-F... | - | $104.65 | $766,000 | 7,310 | % | -5,000 | 0 | 0 | N/A | |
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TOWN | Townebank (Portsmouth, VA) | - | $27.47 | $722,000 | 25,727 | % | -44,000 | 0 | 0 | N/A | |
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IWP | iShares Tr Russell MidCap Gr | - | $110.32 | $719,000 | 6,299 | % | 61,000 | 0 | 0 | N/A | |
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IWS | iShares Tr Rssll Midcap Valu | - | $122.04 | $695,000 | 5,547 | % | 50,000 | 0 | 0 | N/A | |
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USMC | Principal Us Mega Cap Multi... | - | $0.00 | $673,000 | 13,100 | % | 60,000 | 0 | 0.027 | N/A | |
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BRK.A | Berkshire Hathaway Inc | - | $608,795.00 | $634,000 | 1 | % | 91,000 | 0 | 0 | N/A | |
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EUSC | Wisdomtree Europe Small Cap... | - | $39.23 | $589,000 | 15,326 | % | 37,000 | 0 | 0 | N/A | |
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VXF | Vanguard Extended Market VI... | - | $170.88 | $523,000 | 2,986 | % | 32,000 | 0 | 0 | N/A | |
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DFP | Flaherty & Crumrine Dynamic... | - | $18.79 | $506,000 | 26,396 | % | 37,000 | 0 | 0 | N/A | |
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FV | First Trust Dorsey Wright F... | - | $55.59 | $488,000 | 8,522 | % | 49,000 | 0 | 0 | N/A | |
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JQUA | Jpmorgan Us Quality Factor Etf | - | $0.00 | $457,000 | 8,650 | % | 43,000 | 0 | 0 | N/A | |
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TTD | Trade Desk, Inc. | - | $91.36 | $446,000 | 5,105 | % | 79,000 | 0 | 0 | N/A | |
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QUAL | Ishares Msci Usa Quality Fa... | - | $0.00 | $441,000 | 2,681 | % | 47,000 | 0 | 0 | N/A | |
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LRGF | Ishares Factorselect Msci U... | - | $53.13 | $437,000 | 8,118 | % | 45,000 | 0 | 0 | N/A | |
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CHKP | Check Point Software Techno... | - | $152.67 | $435,000 | 2,650 | % | 30,000 | 0 | 0 | N/A | |
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DXJ | WisdomTree Trust Japan Tota... | - | $107.78 | $410,000 | 3,783 | % | 77,000 | 0 | 0 | N/A | |
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CNOB | ConnectOne Bancorp, Inc | - | $19.69 | $389,000 | 19,954 | % | -68,000 | 0 | 0 | N/A | |
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TOST | Toast, Inc. | - | $23.56 | $385,000 | 15,460 | % | 103,000 | 0 | 0 | N/A | |
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TFI | Spdr Brcly Cap Muni Bond | - | $45.91 | $374,000 | 8,038 | % | -4,000 | 0 | 0 | N/A | |
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NDSN | Nordson Corp | - | $270.65 | $373,000 | 1,358 | % | 14,000 | 0 | 0 | N/A | |
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DGRW | Wisdomtree Us Dividend Grow... | - | $74.65 | $369,000 | 4,837 | % | 29,000 | 0 | 0 | N/A | |
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BMO | Bank of Montreal (USA) | - | $93.05 | $361,000 | 3,700 | % | -5,000 | 0 | 0 | N/A | |
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OEF | iShares S&P 100 Index | - | $246.26 | $350,000 | 1,413 | % | 34,000 | 0 | 0 | N/A | |
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SPTS | Spdr Barclays Short Term Tr... | - | $29.48 | $350,000 | 12,119 | % | -2,000 | 0 | 0 | N/A | |
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ORLY | O Reilly Automotive Inc | - | $1,016.09 | $347,000 | 307 | % | 55,000 | 0 | 0 | N/A | |
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ACWI | iShares MSCI ACWI Index | - | $109.41 | $341,000 | 3,096 | % | 26,000 | 0 | 0 | N/A | |
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QTOC | Innovator Growth Accelerate... | - | $0.00 | $338,000 | 12,650 | % | 16,000 | 0 | 0 | N/A | |
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SPLV | Powershares S&Amp;P 500 Low... | - | $64.31 | $332,000 | 5,043 | % | 16,000 | 0 | 0 | N/A | |
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ABCB | Ameris Bancorp | - | $49.75 | $322,000 | 6,650 | % | -31,000 | 0 | 0 | N/A | |
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VFMF | Vanguard Us Multifactor Etf | - | $0.00 | $317,000 | 2,500 | % | 30,000 | 0 | 0 | N/A | |
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AZO | Autozone Inc | - | $2,967.70 | $306,000 | 97 | % | 55,000 | 0 | 0 | N/A | |
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DPZ | Dominos Pizza Inc | - | $522.38 | $297,000 | 598 | % | 51,000 | 0 | 0 | N/A | |
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FHN | First Horizon National Corp... | - | $15.70 | $285,000 | 18,535 | % | 23,000 | 0 | 0 | N/A | |
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NU | Nu Holdings Ord Shs Class A | - | $0.00 | $281,000 | 23,561 | % | 85,000 | 0 | 0 | N/A | |
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THG | The Hanover Insurance Group | - | $134.73 | $267,000 | 1,958 | % | 29,000 | 0 | 0 | N/A | |
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FRSH | Freshworks Inc. | - | $14.13 | $263,000 | 14,425 | % | -76,000 | 0 | 0 | N/A | |
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FCBC | First Community Bancshares Inc | - | $35.48 | $261,000 | 7,528 | % | -18,000 | 0 | 0 | N/A | |
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UVSP | Univest Corp Of Pennsylvania | - | $22.16 | $250,000 | 11,988 | % | -14,000 | 0 | 0 | N/A | |
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DOX | Amdocs Limited | - | $84.95 | $237,000 | 2,622 | % | 7,000 | 0 | 0 | N/A | |
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MUNI | PIMCO Intermediate Municipa... | - | $52.00 | $235,000 | 4,486 | % | -2,000 | 0 | 0 | N/A | |
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CII | Blackrock Capital & Income ... | - | $19.09 | $232,000 | 11,900 | % | 6,000 | 0 | 0 | N/A | |
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FLR | Fluor Corp | - | $39.01 | $221,000 | 5,220 | % | 17,000 | 0 | 0 | N/A | |
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VTWG | Vangard Russell 2000 Growth | - | $189.84 | $218,000 | 1,104 | % | 15,000 | 0 | 0 | N/A | |
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SIRI | Sirius XM Radio Inc | - | $3.18 | $218,000 | 56,075 | % | -89,000 | 0 | 0 | N/A | |
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IBMM | Ishares Ibonds Dec 2024 Ter... | - | $0.00 | $217,000 | 8,361 | % | 0 | 0 | 0 | N/A | |
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OLED | Universal Display Corp | - | $176.29 | $215,000 | 1,279 | % | -30,000 | 0 | 0 | N/A | |
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SJNK | Spdr Barclays Capital Short... | - | $24.91 | $214,000 | 8,468 | % | 1,000 | 0 | 0.006 | N/A | |
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HBNC | Horizon Bancorp | - | $12.45 | $189,000 | 14,756 | % | -22,000 | 0 | 0 | N/A | |
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NPV | Nuveen Virginia Premium Inc... | - | $10.75 | $187,000 | 16,878 | % | 5,000 | 0 | 0 | N/A | |
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MMU | Western Asset Managed Munic... | - | $10.12 | $182,000 | 17,442 | % | 5,000 | 0 | 0 | N/A | |
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FFC | Flaherty & Crumrine/Claymor... | - | $14.59 | $175,000 | 11,773 | % | 11,000 | 0 | 0 | N/A | |
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FTHY | First Trust High Yield Oppo... | - | $14.23 | $174,000 | 12,000 | % | 7,000 | 0 | 0 | N/A | |
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INOD | Innodata Corp | - | $6.74 | $152,000 | 23,000 | % | -35,000 | 0 | 0 | N/A | |
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BGT | Blackrock Global Floating R... | - | $12.97 | $130,000 | 10,000 | % | 6,000 | 0 | 0 | N/A | |
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PGEN | Precigen Inc | - | $1.44 | $125,000 | 85,873 | % | 10,000 | 0 | 0 | N/A | |
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SGU | Star Gas Partners Lp | - | $11.67 | $125,000 | 12,450 | % | -19,000 | 0 | 0 | N/A | |
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ESGV | Vanguard Esg Us Stock Etf | - | $0.00 | $103,000 | 103,431 | % | 0 | 0 | 0 | N/A | |
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JFR | Nuveen Floating Rate Income... | - | $8.69 | $91,000 | 10,432 | % | 5,000 | 0 | 0 | N/A | |
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ZOM | Zomedica Corp | - | $0.10 | $2,000 | 10,300 | % | 0 | 0 | 0 | N/A |
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