Dixon Hughes Goodman Wealth Advisors 13F annual report
Dixon Hughes Goodman Wealth Advisors is an investment fund managing more than $349 million ran by Jessica Mcveigh. There are currently 1034 companies in Mrs. Mcveigh’s portfolio. The largest investments include Dimensional U.s. Core Equity 2 Etf and Dimensional U.s. Targeted Value Etf, together worth $82.3 million.
Limited to 30 biggest holdings
$349 million Assets Under Management (AUM)
As of 28th March 2022, Dixon Hughes Goodman Wealth Advisors’s top holding is 1,635,931 shares of Dimensional U.s. Core Equity 2 Etf currently worth over $45.1 million and making up 12.9% of the portfolio value.
In addition, the fund holds 798,535 shares of Dimensional U.s. Targeted Value Etf worth $37.2 million.
The third-largest holding is Dimensional U.s. Small Cap Etf worth $29.5 million and the next is Dimensional International Value worth $22 million, with 657,942 shares owned.
Currently, Dixon Hughes Goodman Wealth Advisors's portfolio is worth at least $349 million. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Dixon Hughes Goodman Wealth Advisors
The Dixon Hughes Goodman Wealth Advisors office and employees reside in Asheville, North Carolina. According to the last 13-F report filed with the SEC, Jessica Mcveigh serves as the Compliance Manager at Dixon Hughes Goodman Wealth Advisors.
Recent trades
In the most recent 13F filing, Dixon Hughes Goodman Wealth Advisors revealed that it had opened a new position in
United Cmnty Bks Blairsvle Ga Com and bought 41,644 shares worth $1.45 million.
The investment fund also strengthened its position in Dimensional U.s. Core Equity 2 Etf by buying
32,354 additional shares.
This makes their stake in Dimensional U.s. Core Equity 2 Etf total 1,635,931 shares worth $45.1 million.
On the other hand, there are companies that Dixon Hughes Goodman Wealth Advisors is getting rid of from its portfolio.
Dixon Hughes Goodman Wealth Advisors closed its position in Spire on 4th April 2022.
It sold the previously owned 2,030 shares for $132 thousand.
Jessica Mcveigh also disclosed a decreased stake in Dimensional U.s. Targeted Value Etf by approximately 0.1%.
This leaves the value of the investment at $37.2 million and 798,535 shares.
One of the smaller hedge funds
The two most similar investment funds to Dixon Hughes Goodman Wealth Advisors are Regent Peak Wealth Advisors and Northwest Quadrant Wealth Management. They manage $349 million and $349 million respectively.
Jessica Mcveigh investment strategy
Dixon Hughes Goodman Wealth Advisors’s portfolio is diversified across 13 sectors.
Currently, their heaviest sector is Miscellaneous — making up 7.5% of
the total portfolio value.
The fund focuses on investments in the United States as
22.9% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
16% of the total holdings value.
On the other hand, small-cap stocks make up only 2.6% of the portfolio.
The average market cap of the portfolio companies is close to $58.4 billion.
The complete list of Dixon Hughes Goodman Wealth Advisors trades based on 13F SEC filings
These positions were updated on April 4th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Dimensional U.s. Core Equity 2 Etf |
2.02%
1,635,931
|
$45,119,000 | 12.94% |
| Dimensional U.s. Targeted Value Etf |
0.04%
798,535
|
$37,196,000 | 10.67% |
| Dimensional U.s. Small Cap Etf |
1.53%
526,988
|
$29,543,000 | 8.47% |
| Dimensional International Value |
1.02%
657,942
|
$22,028,000 | 6.32% |
| Vanguard Value Index Fund |
34.24%
109,330
|
$16,157,000 | 4.63% |
| Apple Inc |
33.65%
42,561
|
$7,432,000 | 2.13% |
| Innovator U.s. Equity Power Buffer Etf - April |
509.90%
243,858
|
$7,233,000 | 2.07% |
| Procter And Gamble Co Com |
18.56%
44,988
|
$6,874,000 | 1.97% |
| Innovator U.s. Equity Power Buffer Etf A October |
0.22%
213,025
|
$6,440,000 | 1.85% |
| Innovator U.s. Equity Power Buffer Etf - January |
5.57%
194,625
|
$6,339,000 | 1.82% |
| Berkshire Hathaway Inc Del Cl B New |
15.62%
12,846
|
$4,534,000 | 1.30% |
| Microsoft Corp Com |
46.73%
14,517
|
$4,476,000 | 1.28% |
| Spdr S&p 500 Etf |
6.15%
9,837
|
$4,443,000 | 1.27% |
| Innovator U.s. Equity Power Buffer Etf - July |
0.25%
135,546
|
$4,159,000 | 1.19% |
| Vanguard Ultra-short Bond Etf |
17.64%
78,522
|
$3,878,000 | 1.11% |
| Vanguard Short-term Corporate Bond Index Fund |
161.34%
42,711
|
$3,335,000 | 0.96% |
| Exxon Mobil Corp Com |
86.13%
39,321
|
$3,247,000 | 0.93% |
| Vanguard Total Stock Market Index Fund |
52.60%
14,022
|
$3,192,000 | 0.92% |
| Dimensional World Ex U.s. Core Equity 2 Etf |
37.87%
107,963
|
$2,694,000 | 0.77% |
| Innovator International Developed Power Buffer Etf - April |
391.21%
101,965
|
$2,519,000 | 0.72% |
| Innovator International Developed Power Buffer Etf - January |
7.51%
87,256
|
$2,296,000 | 0.66% |
| Truist Finl Corp Com |
54.31%
40,024
|
$2,269,000 | 0.65% |
| Innovator U.s. Equity Power Buffer Etf - February |
3,568.35%
73,477
|
$2,156,000 | 0.62% |
| Duke Energy Corp New Com New |
19.98%
18,968
|
$2,118,000 | 0.61% |
| Innovator International Developed Power Buffer Etf - October |
0.60%
82,154
|
$2,008,000 | 0.58% |
| Dimensional US Core Equity Market ETF |
3,154.37%
61,052
|
$1,924,000 | 0.55% |
| Innovator U.s. Equity Power Buffer Etf - March |
1,671.76%
55,013
|
$1,776,000 | 0.51% |
| Anthem Inc |
0.03%
3,500
|
$1,719,000 | 0.49% |
| Merck & Co Inc |
11.29%
20,925
|
$1,717,000 | 0.49% |
| Innovator U.s. Equity Power Buffer Etf A December |
15.84%
54,591
|
$1,705,000 | 0.49% |
| Innovator Russell 2000 Power Buffer Etf -april |
377.96%
60,610
|
$1,625,000 | 0.47% |
| Ishares Core S&p 500 Etf |
0.11%
3,549
|
$1,610,000 | 0.46% |
| NextEra Energy Inc |
0.93%
18,989
|
$1,609,000 | 0.46% |
| Pfizer Inc. |
24.76%
30,781
|
$1,594,000 | 0.46% |
| Vanguard Ftse Developed Markets Etf |
33.50%
30,363
|
$1,458,000 | 0.42% |
| United Cmnty Bks Blairsvle Ga Com |
Opened
41,644
|
$1,449,000 | 0.42% |
| Innovator Russell 2000 Power Buffer Etf - January |
2.72%
45,723
|
$1,429,000 | 0.41% |
| Innovator International Developed Power Buffer Etf - July |
1.42%
58,134
|
$1,388,000 | 0.40% |
| Home Depot, Inc. |
211.25%
4,619
|
$1,383,000 | 0.40% |
| Vanguard Intermediate-term Bond Index Fund |
13.56%
16,855
|
$1,380,000 | 0.40% |
| Vanguard S&p 500 Etf |
0.48%
3,315
|
$1,376,000 | 0.39% |
| Spdr Dow Jones Industrial Average Etf |
No change
3,903
|
$1,354,000 | 0.39% |
| Jpmorgan Chase & Co Com |
550.43%
9,919
|
$1,352,000 | 0.39% |
| Innovator Russell 2000 Power Buffer Etf - October |
0.63%
49,636
|
$1,311,000 | 0.38% |
| Dominion Energy Inc |
12.50%
14,513
|
$1,233,000 | 0.35% |
| Innovator U.s Equity Power Buffer Etf A September |
15.73%
39,968
|
$1,202,000 | 0.34% |
| Bk Of America Corp Com |
29.77%
28,379
|
$1,170,000 | 0.34% |
| Public Svc Enterprise Grp Inc Com |
No change
16,684
|
$1,168,000 | 0.34% |
| Canadian Pac Ry Ltd Com |
No change
13,384
|
$1,105,000 | 0.32% |
| Southern Co Com |
2.83%
15,149
|
$1,098,000 | 0.31% |
| Coca Cola Co Com |
648.42%
17,341
|
$1,075,000 | 0.31% |
| Amazon.com Inc. |
60.78%
328
|
$1,068,000 | 0.31% |
| Chevron Corp New Com |
45.17%
6,495
|
$1,058,000 | 0.30% |
| Innovator Emerging Markets Power Buffer Etf - April |
224.70%
42,682
|
$1,047,000 | 0.30% |
| Ford Mtr Co Del Com |
5.19%
60,483
|
$1,023,000 | 0.29% |
| Spdr Portfolio S&p 1500 Composite Stock Market Etf |
5.50%
17,917
|
$996,000 | 0.29% |
| Innovator Emerging Markets Power Buffer Etf - January |
6.40%
34,742
|
$987,000 | 0.28% |
| Waste Mgmt Inc Del Com |
60.10%
6,151
|
$975,000 | 0.28% |
| Spdr Portfolio Intermediate Term Corporate Bond Etf |
11.57%
28,394
|
$970,000 | 0.28% |
| Spdr Portfolio Short Term Corporate Bond Etf |
11.63%
31,928
|
$962,000 | 0.28% |
| International Business Machs Com |
13.57%
7,090
|
$922,000 | 0.26% |
| Innovator Russell 2000 Power Buffer Etf - July |
0.88%
35,630
|
$916,000 | 0.26% |
| Spdr Portfolio Short Term Treasury Etf |
11.55%
30,487
|
$904,000 | 0.26% |
| Tesla Inc |
51.53%
839
|
$904,000 | 0.26% |
| Innovator U.s. Equity Power Buffer Etf A November |
0.58%
29,424
|
$898,000 | 0.26% |
| Spdr Portfolio Aggregate Bond Etf |
10.78%
32,093
|
$892,000 | 0.26% |
| Consolidated Edison, Inc. |
0.01%
9,271
|
$878,000 | 0.25% |
| Innovator Emerging Markets Power Buffer Etf - October |
0.41%
34,691
|
$835,000 | 0.24% |
| Johnson & Johnson Com |
22.96%
4,681
|
$830,000 | 0.24% |
| Vanguard Short-term Government Bond Etf |
9.02%
13,662
|
$810,000 | 0.23% |
| Real Estate Select Sector Spdr Fund |
3.29%
16,632
|
$804,000 | 0.23% |
| Vanguard Intermediate-term Government Bond Etf |
9.06%
12,754
|
$802,000 | 0.23% |
| First Ctzns Bancshares Inc N C Cl A |
No change
1,133
|
$754,000 | 0.22% |
| First Bancorp N C Com |
Opened
17,107
|
$715,000 | 0.21% |
| Enbridge Inc |
70.60%
14,643
|
$675,000 | 0.19% |
| Eversource Energy Com |
0.25%
7,641
|
$674,000 | 0.19% |
| Spdr Portfolio Developed World Ex-us Etf |
8.39%
19,521
|
$669,000 | 0.19% |
| WEC Energy Group Inc |
1.08%
6,671
|
$666,000 | 0.19% |
| Lowes Cos Inc Com |
30.09%
3,273
|
$662,000 | 0.19% |
| Oracle Corp Com |
350.96%
7,955
|
$658,000 | 0.19% |
| Intel Corp Com |
95.33%
13,210
|
$655,000 | 0.19% |
| Invesco QQQ Trust |
12.41%
1,803
|
$654,000 | 0.19% |
| Alphabet Inc Cap Stk Cl A |
108.26%
227
|
$631,000 | 0.18% |
| Spdr S&p Midcap 400 Etf |
No change
1,285
|
$630,000 | 0.18% |
| Essential Utils Inc Com |
12.91%
12,196
|
$624,000 | 0.18% |
| Dollar Tree Inc |
3,691.00%
3,791
|
$607,000 | 0.17% |
| Fidelity National Financial In Fnf Group Com |
7,419.63%
12,257
|
$599,000 | 0.17% |
| Investors Title Co Nc Com |
Opened
2,937
|
$597,000 | 0.17% |
| Spdr Portfolio S&p 500 Etf |
5.87%
11,085
|
$589,000 | 0.17% |
| Spdr Portfolio S&p 500 Value Etf |
8.52%
13,941
|
$582,000 | 0.17% |
| Innovator Emerging Markets Power Buffer Etf - July |
1.11%
22,833
|
$573,000 | 0.16% |
| Verizon Communications Inc |
107.62%
11,004
|
$561,000 | 0.16% |
| Norfolk Southn Corp Com |
0.05%
1,918
|
$547,000 | 0.16% |
| Ishares Russell 1000 Growth Etf |
9.85%
1,951
|
$542,000 | 0.16% |
| Sempra Com |
2.26%
3,212
|
$540,000 | 0.15% |
| Walmart Inc |
37.06%
3,565
|
$531,000 | 0.15% |
| Spdr Portfolio Emerging Markets Etf |
0.73%
13,392
|
$517,000 | 0.15% |
| Disney Walt Co Com |
7.67%
3,666
|
$503,000 | 0.14% |
| Costco Whsl Corp New Com |
0.12%
870
|
$501,000 | 0.14% |
| Raytheon Technologies Corp Com |
11.59%
5,017
|
$497,000 | 0.14% |
| Spdr S&p 600 Small Cap Value Etf |
7.04%
5,899
|
$492,000 | 0.14% |
| Commscope Hldg Co Inc Com |
Opened
61,923
|
$488,000 | 0.14% |
| Vanguard Total Bond Market Index Fund |
14.85%
6,087
|
$484,000 | 0.14% |
| Bristol-myers Squibb Co Com |
30.60%
6,616
|
$483,000 | 0.14% |
| Ishares National Muni Bond Etf |
6.40%
4,388
|
$481,000 | 0.14% |
| Ishares S&p Midcap Fund |
15.64%
1,780
|
$478,000 | 0.14% |
| General Electric Co Com New |
97.19%
5,131
|
$469,000 | 0.13% |
| AT&T Inc. |
202.68%
18,285
|
$432,000 | 0.12% |
| Chesapeake Utils Corp Com |
No change
3,085
|
$425,000 | 0.12% |
| Pinnacle Finl Partners Inc Com |
207.53%
4,613
|
$425,000 | 0.12% |
| Adobe Systems Incorporated Com |
2.42%
889
|
$405,000 | 0.12% |
| Pepsico Inc Com |
33.05%
2,383
|
$399,000 | 0.11% |
| Steel Partners Hldgs L P Ltd Prtrship U |
1.62%
9,405
|
$391,000 | 0.11% |
| Vanguard Extended Market Index Fund |
27.07%
2,347
|
$389,000 | 0.11% |
| Caterpillar Inc. |
109.15%
1,738
|
$387,000 | 0.11% |
| Morgan Stanley Com New |
No change
4,309
|
$377,000 | 0.11% |
| Ishares Gold Trust |
No change
10,143
|
$374,000 | 0.11% |
| Amer States Wtr Co Com |
2.45%
4,176
|
$372,000 | 0.11% |
| Alphabet Inc Cap Stk Cl C |
No change
131
|
$366,000 | 0.10% |
| Vanguard Short-term Inflation-protected Securities Etf |
2.54%
7,087
|
$363,000 | 0.10% |
| Wells Fargo Co New Com |
24.77%
7,239
|
$351,000 | 0.10% |
| Csx Corp Com |
Opened
8,973
|
$336,000 | 0.10% |
| Vanguard Mid-cap Index Fund |
2.42%
1,398
|
$333,000 | 0.10% |
| Vanguard Real Estate Etf |
3.72%
3,066
|
$332,000 | 0.10% |
| Ishares 1-5 Year Investment Grade Corporate Bond Etf |
3.63%
6,399
|
$331,000 | 0.09% |
| Target Corp Com |
675.00%
1,550
|
$329,000 | 0.09% |
| Ishares Russell 1000 Value Etf |
14.79%
1,901
|
$316,000 | 0.09% |
| Global Pmts Inc Com |
75.76%
2,269
|
$310,000 | 0.09% |
| Visa Inc |
19.84%
1,389
|
$308,000 | 0.09% |
| Dte Energy Co Com |
No change
2,318
|
$306,000 | 0.09% |
| Unitedhealth Group Inc |
No change
595
|
$304,000 | 0.09% |
| Spdr Portfolio S&p 600 Small Cap Etf |
9.34%
7,073
|
$298,000 | 0.09% |
| United Bankshares Inc West Va Com |
No change
8,461
|
$295,000 | 0.08% |
| Deere & Co Com |
0.57%
707
|
$294,000 | 0.08% |
| Nucor Corp Com |
0.25%
1,965
|
$292,000 | 0.08% |
| World Accep Corporation Com |
Opened
1,500
|
$288,000 | 0.08% |
| Cisco Sys Inc Com |
35.02%
5,074
|
$283,000 | 0.08% |
| Oge Energy Corp Com |
No change
6,911
|
$282,000 | 0.08% |
| AMGEN Inc. |
905.22%
1,156
|
$280,000 | 0.08% |
| First Horizon Corporation Com |
No change
11,884
|
$279,000 | 0.08% |
| GEE Group Inc |
No change
500,012
|
$276,000 | 0.08% |
| Allstate Corp Com |
5.36%
1,984
|
$275,000 | 0.08% |
| Vanguard Short-term Bond Index Fund |
11.78%
3,484
|
$271,000 | 0.08% |
| Ishares Russell 2000 Etf |
8.38%
1,294
|
$266,000 | 0.08% |
| Vanguard High Dividend Yield Etf |
10.77%
2,370
|
$266,000 | 0.08% |
| Royal Bk Cda Com |
41.61%
2,405
|
$265,000 | 0.08% |
| Group 1 Automotive, Inc. |
Opened
1,575
|
$264,000 | 0.08% |
| Salesforce Com Inc Com |
5.33%
1,205
|
$256,000 | 0.07% |
| Spdr Gold Shares |
10.25%
1,398
|
$253,000 | 0.07% |
| L3Harris Technologies Inc |
927.55%
1,007
|
$250,000 | 0.07% |
| Mcdonalds Corp Com |
4.86%
993
|
$246,000 | 0.07% |
| Ishares Russell Mid-cap Etf |
4.86%
3,135
|
$245,000 | 0.07% |
| Honeywell Intl Inc Com |
92.51%
1,234
|
$240,000 | 0.07% |
| Innovator U.s. Equity Power Buffer Etf - August |
6.82%
7,956
|
$240,000 | 0.07% |
| Park Natl Corp Com |
No change
1,791
|
$235,000 | 0.07% |
| Phillips Edison & Co Inc Common Stock |
Opened
6,666
|
$229,000 | 0.07% |
| Black Hills Corp Com |
No change
2,979
|
$229,000 | 0.07% |
| Ameren Corp Com |
31.78%
2,409
|
$226,000 | 0.06% |
| Vaneck Short Muni Etf |
14.92%
13,131
|
$225,000 | 0.06% |
| Watts Water Technologies, Inc. |
Opened
1,600
|
$223,000 | 0.06% |
| Meta Platforms Inc |
239.79%
982
|
$218,000 | 0.06% |
| Discover Finl Svcs Com |
No change
1,978
|
$218,000 | 0.06% |
| Carrier Global Corporation Com |
8.78%
4,669
|
$214,000 | 0.06% |
| Southern First Bancshares Com |
7.51%
4,181
|
$213,000 | 0.06% |
| Ishares Msci Eafe Etf |
43.57%
2,878
|
$212,000 | 0.06% |
| Southstate Corporation Com |
992.86%
2,601
|
$212,000 | 0.06% |
| Qualcomm, Inc. |
14.15%
1,371
|
$210,000 | 0.06% |
| Dover Corp Com |
3,600.00%
1,332
|
$209,000 | 0.06% |
| Comcast Corp New Cl A |
1.19%
4,424
|
$207,000 | 0.06% |
| Ishares S&p 500 Value Etf |
No change
1,321
|
$206,000 | 0.06% |
| Dimensional U.s. Equity Etf |
No change
4,069
|
$199,000 | 0.06% |
| Delta Air Lines Inc Del Com New |
20.07%
4,936
|
$195,000 | 0.06% |
| Cvs Health Corp Com |
1,062.42%
1,918
|
$194,000 | 0.06% |
| New Jersey Res Corp Com |
No change
4,213
|
$193,000 | 0.06% |
| Atmos Energy Corp Com |
7.45%
1,590
|
$190,000 | 0.05% |
| Mid-amer Apt Cmntys Inc Com |
800.00%
900
|
$189,000 | 0.05% |
| Abbvie Inc |
10.87%
1,153
|
$187,000 | 0.05% |
| Vanguard Total World Stock Index Fund |
11.38%
1,837
|
$186,000 | 0.05% |
| Cincinnati Finl Corp Com |
45,600.00%
1,371
|
$186,000 | 0.05% |
| Evergy Inc |
No change
2,669
|
$182,000 | 0.05% |
| Regal Rexnord Corporation Com |
0.08%
1,209
|
$180,000 | 0.05% |
| Ishares Core Msci Eafe Etf |
20.80%
2,567
|
$178,000 | 0.05% |
| Albemarle Corp Com |
Opened
800
|
$177,000 | 0.05% |
| Xcel Energy Inc. |
16.03%
2,411
|
$174,000 | 0.05% |
| Otis Worldwide Corp Com |
15.32%
2,266
|
$174,000 | 0.05% |
| Innovator U.s. Equity Power Buffer Etf - May |
5.36%
5,596
|
$172,000 | 0.05% |
| Steel Connect Inc |
24.55%
132,922
|
$171,000 | 0.05% |
| Starbucks Corp Com |
6.09%
1,881
|
$171,000 | 0.05% |
| Avangrid Inc |
No change
3,645
|
$170,000 | 0.05% |
| Prudential Finl Inc Com |
28.88%
1,428
|
$169,000 | 0.05% |
| Broadcom Inc. |
14.16%
258
|
$162,000 | 0.05% |
| Edwards Lifesciences Corp Com |
1,000.00%
1,320
|
$155,000 | 0.04% |
| Abbott Labs Com |
29.25%
1,299
|
$154,000 | 0.04% |
| Ishares S&p 500 Growth Etf |
0.05%
2,005
|
$153,000 | 0.04% |
| Materials Select Sector Spdr Fund |
No change
1,700
|
$150,000 | 0.04% |
| Advanced Micro Devices Inc. |
0.07%
1,358
|
$148,000 | 0.04% |
| Duke Realty Corp Com New |
397.07%
2,545
|
$148,000 | 0.04% |
| American Elec Pwr Co Inc Com |
22.49%
1,487
|
$148,000 | 0.04% |
| Chubb Limited Com |
No change
694
|
$148,000 | 0.04% |
| Idacorp, Inc. |
No change
1,267
|
$146,000 | 0.04% |
| Vanguard Ftse Emerging Markets Etf |
45.20%
3,135
|
$145,000 | 0.04% |
| Schwab Emerging Markets Equity Etf |
10,961.70%
5,199
|
$144,000 | 0.04% |
| Hershey Co Com |
0.15%
654
|
$142,000 | 0.04% |
| NetFlix Inc |
89.29%
371
|
$139,000 | 0.04% |
| Realty Income Corp Com |
No change
2,008
|
$139,000 | 0.04% |
| Innovator U.s. Equity Power Buffer Etf - June |
No change
4,295
|
$138,000 | 0.04% |
| Boeing Co Com |
1,452.17%
714
|
$137,000 | 0.04% |
| Vanguard Small-cap Index Fund |
8.26%
644
|
$137,000 | 0.04% |
| MiMedx Group, Inc |
33.96%
28,590
|
$135,000 | 0.04% |
| Invesco S&p 500 Equal Weight Etf |
58.09%
852
|
$134,000 | 0.04% |
| DuPont de Nemours Inc |
66.24%
1,822
|
$134,000 | 0.04% |
| Alliant Energy Corp Com |
3.18%
2,130
|
$133,000 | 0.04% |
| Spire Inc. |
Closed
2,030
|
$132,000 | |
| Paypal Hldgs Inc Com |
121.14%
1,130
|
$131,000 | 0.04% |
| United Parcel Service, Inc. |
No change
599
|
$128,000 | 0.04% |
| Bank South Carolina Corp Com |
No change
6,806
|
$127,000 | 0.04% |
| Bp Plc Sponsored Adr |
46.45%
4,212
|
$124,000 | 0.04% |
| Wesbanco, Inc. |
0.92%
3,618
|
$124,000 | 0.04% |
| Baxter Intl Inc Com |
432.67%
1,598
|
$124,000 | 0.04% |
| MGE Energy, Inc. |
No change
1,539
|
$123,000 | 0.04% |
| Pnm Res Inc Com |
No change
2,557
|
$122,000 | 0.03% |
| Dow Inc |
61.25%
1,914
|
$122,000 | 0.03% |
| Conocophillips Com |
1.84%
1,217
|
$122,000 | 0.03% |
| California Wtr Svc Group Com |
No change
2,042
|
$121,000 | 0.03% |
| Vanguard Growth Index Fund |
No change
420
|
$121,000 | 0.03% |
| Schwab U.s. Tips Etf |
122.44%
1,953
|
$119,000 | 0.03% |
| Genuine Parts Co Com |
12.60%
947
|
$119,000 | 0.03% |
| Dimensional International Core Equity Market ETF |
602.66%
4,223
|
$119,000 | 0.03% |
| Us Bancorp Del Com New |
48.32%
2,201
|
$117,000 | 0.03% |
| Shell Plc Spon Ads |
Opened
2,072
|
$114,000 | 0.03% |
| Lockheed Martin Corp Com |
2.42%
254
|
$112,000 | 0.03% |
| Ishares Russell 2000 Value Etf |
9.51%
695
|
$112,000 | 0.03% |
| Hawaiian Elec Industries Com |
No change
2,620
|
$111,000 | 0.03% |
| Ishares Msci Bic Etf |
No change
2,892
|
$111,000 | 0.03% |
| Ishares Russell Mid-cap Value Etf |
1.76%
926
|
$111,000 | 0.03% |
| Sonoco Prods Co Com |
400.00%
1,750
|
$109,000 | 0.03% |
| Philip Morris Intl Inc Com |
11.15%
1,139
|
$107,000 | 0.03% |
| Old Dominion Freight Line, Inc. |
0.28%
352
|
$105,000 | 0.03% |
| Corteva Inc |
66.94%
1,808
|
$104,000 | 0.03% |
| Masco Corp Com |
Opened
2,001
|
$102,000 | 0.03% |
| Vanguard Information Technology Index Fund |
6.64%
241
|
$100,000 | 0.03% |
| Wp Carey Inc Com |
Opened
1,220
|
$99,000 | 0.03% |
| American Express Co Com |
No change
522
|
$98,000 | 0.03% |
| Becton Dickinson & Co Com |
367.09%
369
|
$98,000 | 0.03% |
| Stanley Black & Decker Inc Com |
Opened
693
|
$97,000 | 0.03% |
| Nuveen Amt Free Qlty Mun Incme Com |
25.97%
7,388
|
$97,000 | 0.03% |
| Invesco S&p 500 Low Volatility Etf |
0.35%
1,427
|
$96,000 | 0.03% |
| Ishares Russell Top 200 Growth Etf |
No change
601
|
$95,000 | 0.03% |
| Vanguard Mortgage-backed Securities Etf |
No change
1,868
|
$94,000 | 0.03% |
| Vaneck Gold Miners Etf |
No change
2,457
|
$94,000 | 0.03% |
| Ishares Silver Trust |
32.12%
4,113
|
$94,000 | 0.03% |
| Scansource, Inc. |
Opened
2,700
|
$94,000 | 0.03% |
| Alibaba Group Hldg Ltd Sponsored Ads |
37.28%
858
|
$93,000 | 0.03% |
| Southside Bancshares Inc |
No change
2,278
|
$93,000 | 0.03% |
| Leggett & Platt, Inc. |
226.87%
2,615
|
$91,000 | 0.03% |
| Cannae Hldgs Inc Com |
Opened
3,813
|
$91,000 | 0.03% |
| Halliburton Co Com |
768.13%
2,370
|
$90,000 | 0.03% |
| Glaxosmithkline Plc Sponsored Adr |
49.10%
2,071
|
$90,000 | 0.03% |
| Vanguard Small-cap Value Index Fund |
No change
511
|
$90,000 | 0.03% |
| Intuitive Surgical Inc Com New |
No change
294
|
$89,000 | 0.03% |
| Lilly Eli & Co Com |
51.50%
303
|
$87,000 | 0.02% |
| Medical Pptys Trust Inc Com |
7.06%
3,990
|
$84,000 | 0.02% |
| Marvell Technology Inc |
617.90%
1,163
|
$83,000 | 0.02% |
| Proshares Ultra Silver |
No change
2,100
|
$81,000 | 0.02% |
| Novo-nordisk A S Adr |
1.24%
714
|
$79,000 | 0.02% |
| DENTSPLY Sirona Inc |
Opened
1,600
|
$79,000 | 0.02% |
| Science Applications Intl Corp Com |
Opened
854
|
$79,000 | 0.02% |
| Dollar Gen Corp New Com |
81.03%
353
|
$79,000 | 0.02% |
| Colgate Palmolive Co Com |
0.87%
1,038
|
$79,000 | 0.02% |
| Janus Henderson Group Plc Ord Shs |
No change
2,170
|
$76,000 | 0.02% |
| Vanguard Tax-exempt Bond Etf |
0.28%
1,451
|
$75,000 | 0.02% |
| Vanguard Appreciation Index Etf |
1.07%
464
|
$75,000 | 0.02% |
| Vanguard Health Care Index Fund |
92.76%
293
|
$74,000 | 0.02% |
| Vanguard Mega Cap Growth Etf |
No change
316
|
$74,000 | 0.02% |
| Invesco Senior Loan Etf |
Closed
3,277
|
$72,000 | |
| Altria Group Inc. |
18.74%
1,362
|
$71,000 | 0.02% |
| Johnson Ctls Intl Plc Shs |
2,165.96%
1,065
|
$70,000 | 0.02% |
| Ishares Iboxx $ Investment Grade Corporate Bond Etf |
No change
569
|
$69,000 | 0.02% |
| Dimensional Emerging Core Equity Market ETF |
459.22%
2,578
|
$68,000 | 0.02% |
| Accenture Plc Ireland Shs Class A |
822.73%
203
|
$68,000 | 0.02% |
| Sysco Corp Com |
446.98%
815
|
$67,000 | 0.02% |
| Schwab 1-5 Year Corporate Bond Etf |
Opened
1,372
|
$67,000 | 0.02% |
| Vanguard Large-cap Index Fund |
No change
319
|
$67,000 | 0.02% |
| Amplify Transformational Data Sharing Etf |
21.33%
1,934
|
$66,000 | 0.02% |
| Otter Tail Corp Com |
No change
1,041
|
$65,000 | 0.02% |
| Schwab U.s. Reit Etf |
16,940.00%
2,556
|
$64,000 | 0.02% |
| Weyerhaeuser Co Mtn Be Com New |
Opened
1,654
|
$63,000 | 0.02% |
| Wisdomtree Cloud Computing Fund |
No change
1,530
|
$63,000 | 0.02% |
| Thermo Fisher Scientific Inc. |
17.05%
103
|
$61,000 | 0.02% |
| Dt Midstream Inc Common Stock |
No change
1,127
|
$61,000 | 0.02% |
| Ishares U.s. Technology Etf |
No change
586
|
$60,000 | 0.02% |
| Union Pac Corp Com |
40.38%
219
|
$60,000 | 0.02% |
| Anheuser Busch Inbev Sa/nv Sponsored Adr |
0.91%
997
|
$60,000 | 0.02% |
| Sei Invts Co Com |
Opened
1,001
|
$60,000 | 0.02% |
| Vanguard Utilities Index Fund |
No change
370
|
$60,000 | 0.02% |
| FibroGen Inc |
Opened
4,900
|
$59,000 | 0.02% |
| Emerson Elec Co Com |
0.17%
601
|
$59,000 | 0.02% |
| Principal Financial Group Inc |
0.25%
806
|
$59,000 | 0.02% |
| Sun Life Financial Inc. Com |
2.42%
1,017
|
$57,000 | 0.02% |
| Phillips 66 Com |
0.15%
649
|
$56,000 | 0.02% |
| Nvidia Corporation Com |
37.84%
204
|
$56,000 | 0.02% |
| Toyota Motor Corp Ads |
6.55%
309
|
$56,000 | 0.02% |
| Vanguard Ftse All-world Ex Us Index Fund |
No change
934
|
$54,000 | 0.02% |
| Automatic Data Processing Inc. |
No change
235
|
$54,000 | 0.02% |
| Annaly Capital Management Inc |
3,656.00%
7,512
|
$53,000 | 0.02% |
| Fidelity Natl Information Svcs Com |
1,593.55%
525
|
$53,000 | 0.02% |
| Novavax Inc Com New |
Opened
725
|
$53,000 | 0.02% |
| Sprott Physical Silver Tr Tr Unit |
No change
5,800
|
$51,000 | 0.01% |
| Shopify Inc |
No change
76
|
$51,000 | 0.01% |
| American Tower Corp New Com |
5.15%
204
|
$51,000 | 0.01% |
| Appharvest Inc Com |
Opened
9,350
|
$50,000 | 0.01% |
| Schlumberger Ltd Com Stk |
0.77%
1,176
|
$49,000 | 0.01% |
| Expedia Group Inc Com New |
No change
248
|
$49,000 | 0.01% |
| Humacyte Inc Com |
Opened
6,750
|
$48,000 | 0.01% |
| Asml Holding N V N Y Registry Shs |
No change
72
|
$48,000 | 0.01% |
| Wisdomtree U.s. Largecap Dividend Fund |
Opened
710
|
$47,000 | 0.01% |
| Hanesbrands Inc |
No change
3,124
|
$47,000 | 0.01% |
| ONE Gas Inc |
No change
516
|
$46,000 | 0.01% |
| Enterprise Prods Partners L P Com |
499.00%
1,797
|
$46,000 | 0.01% |
| Oxford Inds Inc Com |
No change
500
|
$45,000 | 0.01% |
| Occidental Pete Corp Com |
94.84%
787
|
$45,000 | 0.01% |
| Archer Daniels Midland Co Com |
904.00%
502
|
$45,000 | 0.01% |
| Medtronic Plc Shs |
70.71%
408
|
$45,000 | 0.01% |
| Ishares S&p Small-cap Fund |
67.37%
417
|
$45,000 | 0.01% |
| Align Technology, Inc. |
No change
100
|
$44,000 | 0.01% |
| Ishares Msci Emerging Markets Etf |
24.42%
944
|
$43,000 | 0.01% |
| Nutrien Ltd Com |
No change
411
|
$43,000 | 0.01% |
| Citigroup Inc Com New |
328.04%
809
|
$43,000 | 0.01% |
| Vanguard Small-cap Growth Index Fund |
No change
171
|
$42,000 | 0.01% |
| Public Storage Com |
Opened
106
|
$41,000 | 0.01% |
| Sony Group Corporation Sponsored Adr |
No change
402
|
$41,000 | 0.01% |
| Vanguard Mid-cap Value Index Fund |
No change
276
|
$41,000 | 0.01% |
| Organon & Co Common Stock |
23.21%
1,168
|
$41,000 | 0.01% |
| Ceva Inc. |
No change
1,000
|
$41,000 | 0.01% |
| Tjx Cos Inc New Com |
32.60%
663
|
$40,000 | 0.01% |
| East West Bancorp, Inc. |
Opened
500
|
$40,000 | 0.01% |
| Huntington Ingalls Inds Inc Com |
No change
200
|
$40,000 | 0.01% |
| Shell Plc Spons Adr A |
Closed
916
|
$40,000 | |
| Bluerock Residential Gwt Reit Com Cl A |
No change
1,515
|
$40,000 | 0.01% |
| Exelon Corp Com |
0.59%
846
|
$40,000 | 0.01% |
| Activision Blizzard Inc |
No change
500
|
$40,000 | 0.01% |
| National Grid Plc Sponsored Adr Ne |
No change
523
|
$40,000 | 0.01% |
| Mondelez International Inc. |
17.44%
633
|
$40,000 | 0.01% |
| UDR Inc |
111.11%
684
|
$39,000 | 0.01% |
| Franklin Str Pptys Corp Com |
Opened
6,685
|
$39,000 | 0.01% |
| Ishares 20 Year Treasury Bond Etf |
Opened
299
|
$39,000 | 0.01% |
| Harley-Davidson, Inc. |
Opened
997
|
$39,000 | 0.01% |
| Taiwan Semiconductor Mfg Ltd Sponsored Ads |
No change
375
|
$39,000 | 0.01% |
| Nike, Inc. |
6.09%
293
|
$39,000 | 0.01% |
| Northrop Grumman Corp Com |
30.30%
86
|
$38,000 | 0.01% |
| Energy Select Sector Spdr Fund |
Opened
500
|
$38,000 | 0.01% |
| Viatris Inc. |
42.83%
3,428
|
$37,000 | 0.01% |
| Kimberly-clark Corp Com |
Opened
300
|
$37,000 | 0.01% |
| Keysight Technologies Inc |
Opened
226
|
$36,000 | 0.01% |
| Mastercard Incorporated |
No change
102
|
$36,000 | 0.01% |
| Ensign Group Inc |
Opened
400
|
$36,000 | 0.01% |
| Yum Brands Inc. |
23.36%
301
|
$36,000 | 0.01% |
| Intellia Therapeutics Inc |
No change
500
|
$36,000 | 0.01% |
| Eog Res Inc Com |
0.99%
301
|
$36,000 | 0.01% |
| General Mls Inc Com |
67.75%
515
|
$35,000 | 0.01% |
| Canadian Natl Ry Co Com |
No change
260
|
$35,000 | 0.01% |
| Carmax Inc |
960.61%
350
|
$34,000 | 0.01% |
| Novartis Ag Sponsored Adr |
4.90%
385
|
$34,000 | 0.01% |
| Edison Intl Com |
0.21%
471
|
$33,000 | 0.01% |
| Curtiss Wright Corp Com |
Opened
217
|
$33,000 | 0.01% |
| Freeport-McMoRan Inc |
0.76%
664
|
$33,000 | 0.01% |
| American Wtr Wks Co Inc New Com |
Opened
200
|
$33,000 | 0.01% |
| Energizer Hldgs Inc New Com |
Opened
1,039
|
$32,000 | 0.01% |
| Ishares Core Msci Emerging Markets Etf |
20.88%
579
|
$32,000 | 0.01% |
| Ishares Biotechnology Fund |
No change
249
|
$32,000 | 0.01% |
| Match Group Inc New Com |
6.90%
297
|
$32,000 | 0.01% |
| Vodafone Group Plc New Sponsored Adr |
291.15%
1,901
|
$32,000 | 0.01% |
| First Trust Nasdaq Cea Cybersecurity Etf |
No change
585
|
$31,000 | 0.01% |
| Rockwell Automation Inc |
419.05%
109
|
$31,000 | 0.01% |
| iShares Select Dividend ETF |
48.40%
242
|
$31,000 | 0.01% |
| General Dynamics Corp Com |
6.52%
129
|
$31,000 | 0.01% |
| Avery Dennison Corp Com |
0.56%
181
|
$31,000 | 0.01% |
| Best Buy Co. Inc. |
No change
344
|
$31,000 | 0.01% |
| Ishares Msci Europe Financial Sector Index Fund |
No change
1,620
|
$31,000 | 0.01% |
| City Hldg Co Com |
300.00%
400
|
$31,000 | 0.01% |
| Totalenergies Se Sponsored Ads |
17.69%
612
|
$31,000 | 0.01% |
| Autoliv Inc. |
Opened
409
|
$31,000 | 0.01% |
| Marathon Pete Corp Com |
138.51%
353
|
$30,000 | 0.01% |
| Ppl Corp Com |
No change
1,065
|
$30,000 | 0.01% |
| Blackrock Inc. |
20.41%
39
|
$30,000 | 0.01% |
| Datadog Inc |
No change
200
|
$30,000 | 0.01% |
| Stryker Corporation Com |
10,700.00%
108
|
$29,000 | 0.01% |
| 3m Co Com |
25.81%
195
|
$29,000 | 0.01% |
| Paramount Global Class B Com |
No change
755
|
$29,000 | 0.01% |
| Paychex Inc. |
No change
210
|
$29,000 | 0.01% |
| Aflac Inc. |
0.22%
446
|
$29,000 | 0.01% |
| Spdr Euro Stoxx 50 Etf |
No change
678
|
$28,000 | 0.01% |
| Tractor Supply Co Com |
No change
120
|
$28,000 | 0.01% |
| Ishares Core Dividend Growth Etf |
No change
520
|
$28,000 | 0.01% |
| Grainger W W Inc Com |
12.70%
55
|
$28,000 | 0.01% |
| Invesco KBW Premium Yield Equity REIT ETF |
0.55%
1,089
|
$28,000 | 0.01% |
| Digital World Acquisition Corp Class A Com |
20,750.00%
417
|
$27,000 | 0.01% |
| Coterra Energy Inc |
No change
1,003
|
$27,000 | 0.01% |
| Vanguard Energy Index Fund |
7.78%
249
|
$27,000 | 0.01% |
| Dnp Select Income Fd Inc Com |
Opened
2,246
|
$27,000 | 0.01% |
| Diageo Plc Spon Adr New |
432.00%
133
|
$27,000 | 0.01% |
| Henry Schein Inc. |
No change
300
|
$26,000 | 0.01% |
| Invesco S&p 500 Equal Weight Technology Etf |
39.06%
89
|
$26,000 | 0.01% |
| Fedex Corp Com |
13.00%
113
|
$26,000 | 0.01% |
| Quaker Houghton Com |
No change
150
|
$26,000 | 0.01% |
| Danaher Corporation Com |
No change
88
|
$26,000 | 0.01% |
| Travelers Companies Inc. |
0.72%
140
|
$26,000 | 0.01% |
| S&P Global Inc |
No change
60
|
$25,000 | 0.01% |
| Ishares Core S&p U.s. Growth Etf |
No change
240
|
$25,000 | 0.01% |
| Avalonbay Cmntys Inc Com |
No change
100
|
$25,000 | 0.01% |
| Firstenergy Corp Com |
419.81%
551
|
$25,000 | 0.01% |
| Cardinal Health, Inc. |
Opened
425
|
$24,000 | 0.01% |
| Ulta Beauty Inc |
No change
60
|
$24,000 | 0.01% |
| Regions Financial Corp New Com |
27,000.00%
1,084
|
$24,000 | 0.01% |
| Bhp Group Ltd Sponsored Ads |
20.31%
308
|
$24,000 | 0.01% |
| Invesco S&p 500 High Dividend Low Volatility Etf |
No change
500
|
$24,000 | 0.01% |
| Factset Resh Sys Inc Com |
No change
52
|
$23,000 | 0.01% |
| Bigcommerce Hldgs Inc Com Ser 1 |
5.94%
1,052
|
$23,000 | 0.01% |
| Innovator U.s. Equity Accelerated 9 Buffer Etf - July |
30.77%
850
|
$23,000 | 0.01% |
| Financial Select Sector Spdr Fund |
No change
588
|
$23,000 | 0.01% |
| Snowflake Inc. |
13.04%
100
|
$23,000 | 0.01% |
| Live Nation Entertainment Inc |
10.76%
199
|
$23,000 | 0.01% |
| Corcept Therapeutics Inc |
No change
1,000
|
$23,000 | 0.01% |
| General Mtrs Co Com |
25.50%
502
|
$22,000 | 0.01% |
| Baidu Inc Spon Adr Rep A |
5.63%
169
|
$22,000 | 0.01% |
| Applied Matls Inc Com |
26.46%
164
|
$22,000 | 0.01% |
| The Necessity Retail Reit Inc Com Class A |
15.51%
2,724
|
$22,000 | 0.01% |
| Astrazeneca Plc Sponsored Adr |
No change
329
|
$22,000 | 0.01% |
| Innovator U.s. Equity Accelerated 9 Buffer Etf - October |
No change
832
|
$21,000 | 0.01% |
| Ishares Tips Bond Etf |
No change
165
|
$21,000 | 0.01% |
| Ishares Msci Japan Etf |
117.31%
339
|
$21,000 | 0.01% |
| Robinhood Mkts Inc Com Cl A |
No change
1,500
|
$20,000 | 0.01% |
| Innovator Defined Wealth Shield Etf |
Closed
770
|
$20,000 | |
| Ark Innovation Etf |
24.48%
300
|
$20,000 | 0.01% |
| Linde Plc Shs |
No change
62
|
$20,000 | 0.01% |
| Invesco Ultra Short Duration Etf |
No change
397
|
$20,000 | 0.01% |
| Vulcan Matls Co Com |
No change
108
|
$20,000 | 0.01% |
| Ashland Global Hldgs Inc Com |
No change
200
|
$20,000 | 0.01% |
| Vanguard S&p Small-cap 600 Value Etf |
No change
105
|
$19,000 | 0.01% |
| Vanguard Ftse All-world Ex-us Small-cap Index Fund |
7.86%
151
|
$19,000 | 0.01% |
| Rio Tinto Plc Sponsored Adr |
7.80%
235
|
$19,000 | 0.01% |
| Texas Instrs Inc Com |
25.30%
104
|
$19,000 | 0.01% |
| Illinois Tool Wks Inc Com |
8.54%
89
|
$19,000 | 0.01% |
| First Finl Bancorp Oh Com |
Opened
823
|
$19,000 | 0.01% |
| Sanofi Sponsored Adr |
7.42%
362
|
$19,000 | 0.01% |
| Unilever Plc Spon Adr New |
4.55%
399
|
$18,000 | 0.01% |
| Hercules Capital Inc |
No change
1,000
|
$18,000 | 0.01% |
| Lucid Group, Inc. |
No change
713
|
$18,000 | 0.01% |
| Highwoods Pptys Inc Com |
No change
400
|
$18,000 | 0.01% |
| Pacer Trendpilot Us Large Cap Etf |
No change
460
|
$18,000 | 0.01% |
| Innovator Us Equity Accelerated 9 Buffer Etf |
No change
600
|
$17,000 | 0.00% |
| Republic Svcs Inc Com |
No change
132
|
$17,000 | 0.00% |
| Uber Technologies Inc |
24.69%
479
|
$17,000 | 0.00% |
| Air Prods & Chems Inc Com |
42.15%
70
|
$17,000 | 0.00% |
| Valvoline Inc |
No change
549
|
$17,000 | 0.00% |
| Sap Se Spon Adr |
8.19%
157
|
$17,000 | 0.00% |
| Kyndryl Hldgs Inc Common Stock |
5.62%
1,259
|
$17,000 | 0.00% |
| Barrick Gold Corp Com |
315.43%
673
|
$17,000 | 0.00% |
| British Amern Tob Plc Sponsored Adr |
8.36%
415
|
$17,000 | 0.00% |
| Honda Motor Ltd Amern Shs |
12.66%
552
|
$16,000 | 0.00% |
| Crown Castle Intl Corp New Com |
22.81%
88
|
$16,000 | 0.00% |
| F N B Corp Com |
Opened
1,302
|
$16,000 | 0.00% |
| Amplify Cwp Enhanced Dividend Income Etf |
Closed
432
|
$16,000 | |
| Analog Devices Inc. |
12.50%
98
|
$16,000 | 0.00% |
| On Semiconductor Corp Com |
No change
248
|
$16,000 | 0.00% |
| Schwab U.s. Broad Market Etf |
100.68%
297
|
$16,000 | 0.00% |
| Direxion Daily S&p 500 Bull 3x Shares |
No change
131
|
$16,000 | 0.00% |
| Teradyne, Inc. |
28.34%
134
|
$16,000 | 0.00% |
| Clorox Co Del Com |
16.84%
111
|
$15,000 | 0.00% |
| Ishares Russell Mid-cap Growth Etf |
13.43%
152
|
$15,000 | 0.00% |
| Innovator U.s. Equity Accelerated Plus Etf |
27.08%
509
|
$15,000 | 0.00% |
| Ishares S&p Small-cap 600 Value Etf |
Opened
150
|
$15,000 | 0.00% |
| Charter Communications Inc. |
107.69%
27
|
$15,000 | 0.00% |
| Spdr Portfolio S&p 500 Growth Etf |
No change
234
|
$15,000 | 0.00% |
| Veoneer Inc |
Opened
409
|
$15,000 | 0.00% |
| Direxion Daily S&p Oil & Gas Exp. & Prod. Bull 2x Shares |
No change
92
|
$15,000 | 0.00% |
| Kinder Morgan Inc Del Com |
5.20%
729
|
$14,000 | 0.00% |
| Healthpeak Properties Inc |
No change
400
|
$14,000 | 0.00% |
| Diamondback Energy Inc |
No change
100
|
$14,000 | 0.00% |
| Iac Interactivecorp New Com New |
No change
138
|
$14,000 | 0.00% |
| Innovator Double Stacker 9 Buffer Etf - January |
197.74%
527
|
$14,000 | 0.00% |
| Southwest Airls Co Com |
0.32%
309
|
$14,000 | 0.00% |
| Ishares Core High Dividend Etf |
No change
130
|
$14,000 | 0.00% |
| Innovator U.s. Equity Accelerated Etf - Quarterly |
26.20%
521
|
$14,000 | 0.00% |
| Innovator Us Equity Accelerated Etf |
30.30%
460
|
$14,000 | 0.00% |
| Seagen Inc |
270.37%
100
|
$14,000 | 0.00% |
| Duckhorn Portfolio, Inc. |
No change
750
|
$14,000 | 0.00% |
| Topbuild Corp Com |
Opened
77
|
$14,000 | 0.00% |
| 2U Inc |
No change
1,000
|
$13,000 | 0.00% |
| Devon Energy Corp New Com |
2.39%
214
|
$13,000 | 0.00% |
| Schwab Charles Corp Com |
272.50%
149
|
$13,000 | 0.00% |
| Service Corp Intl Com |
Opened
201
|
$13,000 | 0.00% |
| Dell Technologies Inc |
26.96%
259
|
$13,000 | 0.00% |
| Roku Inc |
Opened
100
|
$13,000 | 0.00% |
| Vmware Inc. |
25.81%
117
|
$13,000 | 0.00% |
| Ishares Msci Canada Etf |
No change
317
|
$13,000 | 0.00% |
| Metlife Inc |
1.08%
188
|
$13,000 | 0.00% |
| Corning, Inc. |
210.53%
354
|
$13,000 | 0.00% |
| Broadridge Finl Solutions Inc Com |
36.15%
83
|
$13,000 | 0.00% |
| Electronic Arts, Inc. |
75.86%
102
|
$13,000 | 0.00% |
| No transactions found in first 500 rows out of 1124 | |||
| Showing first 500 out of 1124 holdings | |||
Hedge funds similar to Dixon Hughes Goodman Wealth Advisors
- Hunter Associates Investment Management
- Pioneer Trust Bank N A/or
- Ikarian Capital
- Vida Ventures Advisors
- Emerald Advisors
- Northwest Quadrant Wealth Management
- Regent Peak Wealth Advisors
- Uma Services
- James Mitarotonda
- Franklin, Parlapiano, Turner & Welch
- Princeton Capital Management
- Mendon Capital Advisors Corp
- Souders Advisors
- Ifrah Services