The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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COLUMN 1 | COLUMN 2 | COLUMN 3 | COLUMN 4 | COLUMN 5 | COLUMN 6 | COLUMN 7 | COLUMN 8 | ||||
VALUE | SHRS OR | SH/ | PUT/ | INVESTMENT | OTHER | VOTING AUTHORITY | |||||
NAME OF ISSUER | TITLE OF CLASS | CUSIP | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
3M CO | COM | 88579Y101 | 310 | 2,807 | SH | SOLE | Evermay | 0 | 0 | 2,807 | |
ABB LTD | SPONSORED ADR | 000375204 | 3 | 120 | SH | SOLE | Evermay | 0 | 0 | 120 | |
ABBOTT LABS | COM | 002824100 | 426 | 4,399 | SH | SOLE | Evermay | 938 | 0 | 3,461 | |
ABBVIE INC | COM | 00287Y109 | 1,238 | 9,224 | SH | SOLE | Evermay | 600 | 0 | 8,624 | |
ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 | 703 | 2,733 | SH | SOLE | Evermay | 900 | 0 | 1,833 | |
ACTIVISION BLIZZARD INC | COM | 00507V109 | 51 | 684 | SH | SOLE | Evermay | 0 | 0 | 684 | |
ADOBE SYSTEMS INCORPORATED | COM | 00724F101 | 297 | 1,078 | SH | SOLE | Evermay | 0 | 0 | 1,078 | |
ADVANCED MICRO DEVICES INC | COM | 007903107 | 57 | 900 | SH | SOLE | Evermay | 0 | 0 | 900 | |
ADVISORSHARES TR | HOTEL ETF | 00768Y396 | 1 | 40 | SH | SOLE | Evermay | 0 | 0 | 40 | |
AEROJET ROCKETDYNE HLDGS INC | COM | 007800105 | 2 | 50 | SH | SOLE | Evermay | 0 | 0 | 50 | |
AES CORP | COM | 00130H105 | 120 | 5,300 | SH | SOLE | Evermay | 0 | 0 | 5,300 | |
AGNICO EAGLE MINES LTD | COM | 008474108 | 7 | 160 | SH | SOLE | Evermay | 0 | 0 | 160 | |
AIR PRODS & CHEMS INC | COM | 009158106 | 813 | 3,479 | SH | SOLE | Evermay | 0 | 0 | 3,479 | |
AKAMAI TECHNOLOGIES INC | COM | 00971T101 | 83 | 1,035 | SH | SOLE | Evermay | 0 | 0 | 1,035 | |
ALBEMARLE CORP | COM | 012653101 | 22 | 84 | SH | SOLE | Evermay | 0 | 0 | 84 | |
ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 30 | 379 | SH | SOLE | Evermay | 0 | 0 | 379 | |
ALPHABET INC | CAP STK CL A | 02079K305 | 3,702 | 38,707 | SH | SOLE | Evermay | 200 | 0 | 38,507 | |
ALPHABET INC | CAP STK CL C | 02079K107 | 750 | 7,800 | SH | SOLE | Evermay | 0 | 0 | 7,800 | |
ALTRIA GROUP INC | COM | 02209S103 | 138 | 3,339 | SH | SOLE | Evermay | 0 | 0 | 3,339 | |
AMAZON COM INC | COM | 023135106 | 6,084 | 53,839 | SH | SOLE | Evermay | 440 | 0 | 53,399 | |
AMERICAN EXPRESS CO | COM | 025816109 | 566 | 4,196 | SH | SOLE | Evermay | 1,600 | 0 | 2,596 | |
AMERICAN OUTDOOR BRANDS INC | COM | 02875D109 | 1 | 100 | SH | SOLE | Evermay | 0 | 0 | 100 | |
AMERICAN TOWER CORP NEW | COM | 03027X100 | 316 | 1,474 | SH | SOLE | Evermay | 0 | 0 | 1,474 | |
AMERICAN WOODMARK CORPORATIO | COM | 030506109 | 26 | 600 | SH | SOLE | Evermay | 0 | 0 | 600 | |
AMERICAN WTR WKS CO INC NEW | COM | 030420103 | 143 | 1,099 | SH | SOLE | Evermay | 0 | 0 | 1,099 | |
AMERIPRISE FINL INC | COM | 03076C106 | 37 | 146 | SH | SOLE | Evermay | 0 | 0 | 146 | |
AMERISOURCEBERGEN CORP | COM | 03073E105 | 47 | 350 | SH | SOLE | Evermay | 0 | 0 | 350 | |
AMETEK INC | COM | 031100100 | 47 | 415 | SH | SOLE | Evermay | 0 | 0 | 415 | |
AMGEN INC | COM | 031162100 | 451 | 2,002 | SH | SOLE | Evermay | 0 | 0 | 2,002 | |
AMPHENOL CORP NEW | CL A | 032095101 | 164 | 2,437 | SH | SOLE | Evermay | 0 | 0 | 2,437 | |
AMPLIFY ETF TR | BLOCKCHAIN LDR | 032108607 | 7 | 400 | SH | SOLE | Evermay | 0 | 0 | 400 | |
AMYRIS INC | COM NEW | 03236M200 | 5 | 1,600 | SH | SOLE | Evermay | 0 | 0 | 1,600 | |
ANALOG DEVICES INC | COM | 032654105 | 10 | 69 | SH | SOLE | Evermay | 0 | 0 | 69 | |
ANNALY CAPITAL MANAGEMENT IN | COM NEW | 035710839 | 9 | 500 | SH | SOLE | Evermay | 0 | 0 | 500 | |
APPHARVEST INC | COM | 03783T103 | 0 | 46 | SH | SOLE | Evermay | 0 | 0 | 46 | |
APPLE INC | COM | 037833100 | 10,429 | 75,462 | SH | SOLE | Evermay | 2,634 | 0 | 72,828 | |
APPLIED MATLS INC | COM | 038222105 | 350 | 4,269 | SH | SOLE | Evermay | 0 | 0 | 4,269 | |
ARCH CAP GROUP LTD | ORD | G0450A105 | 486 | 10,666 | SH | SOLE | Evermay | 0 | 0 | 10,666 | |
ARCHER DANIELS MIDLAND CO | COM | 039483102 | 14 | 180 | SH | SOLE | Evermay | 0 | 0 | 180 | |
ARES CAPITAL CORP | COM | 04010L103 | 3 | 195 | SH | SOLE | Evermay | 0 | 0 | 195 | |
ARK ETF TR | GENOMIC REV ETF | 00214Q302 | 0 | 15 | SH | SOLE | Evermay | 0 | 0 | 15 | |
ARK ETF TR | INNOVATION ETF | 00214Q104 | 1 | 35 | SH | SOLE | Evermay | 0 | 0 | 35 | |
ARROWHEAD PHARMACEUTICALS IN | COM | 04280A100 | 7 | 200 | SH | SOLE | Evermay | 0 | 0 | 200 | |
ASANA INC | CL A | 04342Y104 | 0 | 20 | SH | SOLE | Evermay | 0 | 0 | 20 | |
ASSURANT INC | COM | 04621X108 | 122 | 840 | SH | SOLE | Evermay | 670 | 0 | 170 | |
AT&T INC | COM | 00206R102 | 70 | 4,557 | SH | SOLE | Evermay | 3,000 | 0 | 1,557 | |
ATLANTIC UN BANKSHARES CORP | COM | 04911A107 | 94 | 3,096 | SH | SOLE | Evermay | 0 | 0 | 3,096 | |
AURORA CANNABIS INC | COM | 05156X884 | 0 | 50 | SH | SOLE | Evermay | 0 | 0 | 50 | |
AUTODESK INC | COM | 052769106 | 36 | 192 | SH | SOLE | Evermay | 0 | 0 | 192 | |
AUTOMATIC DATA PROCESSING IN | COM | 053015103 | 770 | 3,394 | SH | SOLE | Evermay | 1,606 | 0 | 1,788 | |
AVANGRID INC | COM | 05351W103 | 33 | 792 | SH | SOLE | Evermay | 0 | 0 | 792 | |
AZZ INC | COM | 002474104 | 1 | 21 | SH | SOLE | Evermay | 0 | 0 | 21 | |
BALL CORP | COM | 058498106 | 186 | 3,849 | SH | SOLE | Evermay | 0 | 0 | 3,849 | |
BANK NEW YORK MELLON CORP | COM | 064058100 | 118 | 3,057 | SH | SOLE | Evermay | 0 | 0 | 3,057 | |
BAXTER INTL INC | COM | 071813109 | 98 | 1,805 | SH | SOLE | Evermay | 1,156 | 0 | 649 | |
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 2,552 | 9,556 | SH | SOLE | Evermay | 310 | 0 | 9,246 | |
BEST BUY INC | COM | 086516101 | 8 | 130 | SH | SOLE | Evermay | 0 | 0 | 130 | |
BIOGEN INC | COM | 09062X103 | 1 | 5 | SH | SOLE | Evermay | 0 | 0 | 5 | |
BK OF AMERICA CORP | COM | 060505104 | 399 | 13,215 | SH | SOLE | Evermay | 0 | 0 | 13,215 | |
BLACKROCK ENERGY & RES TR | COM | 09250U101 | 63 | 5,800 | SH | SOLE | Evermay | 0 | 0 | 5,800 | |
BLACKROCK INC | COM | 09247X101 | 291 | 529 | SH | SOLE | Evermay | 0 | 0 | 529 | |
BLACKSTONE INC | COM | 09260D107 | 215 | 2,565 | SH | SOLE | Evermay | 0 | 0 | 2,565 | |
BLOCK INC | CL A | 852234103 | 13 | 230 | SH | SOLE | Evermay | 0 | 0 | 230 | |
BOEING CO | COM | 097023105 | 163 | 1,344 | SH | SOLE | Evermay | 0 | 0 | 1,344 | |
BOOKING HOLDINGS INC | COM | 09857L108 | 97 | 59 | SH | SOLE | Evermay | 0 | 0 | 59 | |
BORGWARNER INC | COM | 099724106 | 41 | 1,300 | SH | SOLE | Evermay | 0 | 0 | 1,300 | |
BOSTON SCIENTIFIC CORP | COM | 101137107 | 24 | 629 | SH | SOLE | Evermay | 0 | 0 | 629 | |
BRIGHTHOUSE FINL INC | COM | 10922N103 | 0 | 3 | SH | SOLE | Evermay | 0 | 0 | 3 | |
BRISTOL-MYERS SQUIBB CO | COM | 110122108 | 1,075 | 15,118 | SH | SOLE | Evermay | 3,550 | 0 | 11,568 | |
BROADCOM INC | COM | 11135F101 | 689 | 1,551 | SH | SOLE | Evermay | 0 | 0 | 1,551 | |
BROADSTONE NET LEASE INC | COM | 11135E203 | 1,265 | 80,759 | SH | SOLE | Evermay | 0 | 0 | 80,759 | |
BROOKFIELD INFRAST PARTNERS | LP INT UNIT | G16252101 | 9 | 241 | SH | SOLE | Evermay | 0 | 0 | 241 | |
BROOKFIELD INFRASTRUCTURE CO | COM SB VTG SHS A | 11275Q107 | 62 | 1,516 | SH | SOLE | Evermay | 0 | 0 | 1,516 | |
BROWN & BROWN INC | COM | 115236101 | 1,118 | 18,480 | SH | SOLE | Evermay | 0 | 0 | 18,480 | |
BUTTERFLY NETWORK INC | COM CL A | 124155102 | 0 | 10 | SH | SOLE | Evermay | 0 | 0 | 10 | |
C H ROBINSON WORLDWIDE INC | COM NEW | 12541W209 | 12 | 125 | SH | SOLE | Evermay | 0 | 0 | 125 | |
CANADIAN NAT RES LTD | COM | 136385101 | 85 | 1,800 | SH | SOLE | Evermay | 0 | 0 | 1,800 | |
CAPITAL ONE FINL CORP | COM | 14040H105 | 110 | 1,190 | SH | SOLE | Evermay | 0 | 0 | 1,190 | |
CARLOTZ INC | COM CL A | 142552108 | 0 | 385 | SH | SOLE | Evermay | 0 | 0 | 385 | |
CARMAX INC | COM | 143130102 | 12 | 186 | SH | SOLE | Evermay | 0 | 0 | 186 | |
CARNIVAL CORP | COMMON STOCK | 143658300 | 8 | 1,110 | SH | SOLE | Evermay | 0 | 0 | 1,110 | |
CARRIER GLOBAL CORPORATION | COM | 14448C104 | 91 | 2,548 | SH | SOLE | Evermay | 0 | 0 | 2,548 | |
CATERPILLAR INC | COM | 149123101 | 306 | 1,865 | SH | SOLE | Evermay | 0 | 0 | 1,865 | |
CEDAR FAIR L P | DEPOSITRY UNIT | 150185106 | 0 | 12 | SH | SOLE | Evermay | 0 | 0 | 12 | |
CF INDS HLDGS INC | COM | 125269100 | 23 | 243 | SH | SOLE | Evermay | 0 | 0 | 243 | |
CHEVRON CORP NEW | COM | 166764100 | 489 | 3,402 | SH | SOLE | Evermay | 0 | 0 | 3,402 | |
CHEWY INC | CL A | 16679L109 | 2 | 50 | SH | SOLE | Evermay | 0 | 0 | 50 | |
CHIPOTLE MEXICAN GRILL INC | COM | 169656105 | 15 | 10 | SH | SOLE | Evermay | 0 | 0 | 10 | |
CHUBB LIMITED | COM | H1467J104 | 71 | 387 | SH | SOLE | Evermay | 0 | 0 | 387 | |
CHURCH & DWIGHT CO INC | COM | 171340102 | 21 | 290 | SH | SOLE | Evermay | 0 | 0 | 290 | |
CIGNA CORP NEW | COM | 125523100 | 19 | 70 | SH | SOLE | Evermay | 0 | 0 | 70 | |
CINCINNATI FINL CORP | COM | 172062101 | 36 | 400 | SH | SOLE | Evermay | 0 | 0 | 400 | |
CISCO SYS INC | COM | 17275R102 | 848 | 21,203 | SH | SOLE | Evermay | 1,153 | 0 | 20,050 | |
CITIGROUP INC | COM NEW | 172967424 | 2 | 58 | SH | SOLE | Evermay | 0 | 0 | 58 | |
CITIZENS FINL GROUP INC | COM | 174610105 | 2 | 48 | SH | SOLE | Evermay | 0 | 0 | 48 | |
CLOROX CO DEL | COM | 189054109 | 96 | 748 | SH | SOLE | Evermay | 0 | 0 | 748 | |
CME GROUP INC | COM | 12572Q105 | 97 | 550 | SH | SOLE | Evermay | 0 | 0 | 550 | |
COCA COLA CO | COM | 191216100 | 500 | 8,856 | SH | SOLE | Evermay | 0 | 0 | 8,856 | |
COGNIZANT TECHNOLOGY SOLUTIO | CL A | 192446102 | 11 | 200 | SH | SOLE | Evermay | 0 | 0 | 200 | |
COINBASE GLOBAL INC | COM CL A | 19260Q107 | 4 | 65 | SH | SOLE | Evermay | 0 | 0 | 65 | |
COLGATE PALMOLIVE CO | COM | 194162103 | 298 | 4,239 | SH | SOLE | Evermay | 0 | 0 | 4,239 | |
COMCAST CORP NEW | CL A | 20030N101 | 366 | 12,472 | SH | SOLE | Evermay | 1,670 | 0 | 10,802 | |
COMPASS INC | CL A | 20464U100 | 1 | 420 | SH | SOLE | Evermay | 0 | 0 | 420 | |
CONSOLIDATED EDISON INC | COM | 209115104 | 9 | 100 | SH | SOLE | Evermay | 0 | 0 | 100 | |
CONSTELLATION BRANDS INC | CL A | 21036P108 | 14 | 60 | SH | SOLE | Evermay | 0 | 0 | 60 | |
COOPER COS INC | COM NEW | 216648402 | 95 | 360 | SH | SOLE | Evermay | 0 | 0 | 360 | |
CORNING INC | COM | 219350105 | 45 | 1,550 | SH | SOLE | Evermay | 0 | 0 | 1,550 | |
CORTEVA INC | COM | 22052L104 | 0 | 7 | SH | SOLE | Evermay | 0 | 0 | 7 | |
COSTCO WHSL CORP NEW | COM | 22160K105 | 1,254 | 2,655 | SH | SOLE | Evermay | 325 | 0 | 2,330 | |
CRISPR THERAPEUTICS AG | NAMEN AKT | H17182108 | 8 | 130 | SH | SOLE | Evermay | 0 | 0 | 130 | |
CROWDSTRIKE HLDGS INC | CL A | 22788C105 | 4 | 25 | SH | SOLE | Evermay | 0 | 0 | 25 | |
CROWN CASTLE INC | COM | 22822V101 | 44 | 301 | SH | SOLE | Evermay | 0 | 0 | 301 | |
CSX CORP | COM | 126408103 | 265 | 9,963 | SH | SOLE | Evermay | 0 | 0 | 9,963 | |
CUMMINS INC | COM | 231021106 | 165 | 812 | SH | SOLE | Evermay | 0 | 0 | 812 | |
CVS HEALTH CORP | COM | 126650100 | 212 | 2,225 | SH | SOLE | Evermay | 0 | 0 | 2,225 | |
D R HORTON INC | COM | 23331A109 | 384 | 5,708 | SH | SOLE | Evermay | 0 | 0 | 5,708 | |
DANAHER CORPORATION | COM | 235851102 | 3,353 | 12,969 | SH | SOLE | Evermay | 0 | 0 | 12,969 | |
DEERE & CO | COM | 244199105 | 52 | 157 | SH | SOLE | Evermay | 0 | 0 | 157 | |
DELTA AIR LINES INC DEL | COM NEW | 247361702 | 14 | 500 | SH | SOLE | Evermay | 0 | 0 | 500 | |
DENTSPLY SIRONA INC | COM | 24906P109 | 23 | 800 | SH | SOLE | Evermay | 0 | 0 | 800 | |
DEVON ENERGY CORP NEW | COM | 25179M103 | 108 | 1,795 | SH | SOLE | Evermay | 0 | 0 | 1,795 | |
DIGITAL RLTY TR INC | COM | 253868103 | 47 | 470 | SH | SOLE | Evermay | 0 | 0 | 470 | |
DIGITAL WORLD ACQUISITION CO | CLASS A COM | 25400Q105 | 0 | 23 | SH | SOLE | Evermay | 0 | 0 | 23 | |
DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 | 66 | 3,073 | SH | SOLE | Evermay | 0 | 0 | 3,073 | |
DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 | 66 | 2,216 | SH | SOLE | Evermay | 0 | 0 | 2,216 | |
DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 | 22 | 464 | SH | SOLE | Evermay | 0 | 0 | 464 | |
DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | 7 | 170 | SH | SOLE | Evermay | 0 | 0 | 170 | |
DISCOVER FINL SVCS | COM | 254709108 | 98 | 1,075 | SH | SOLE | Evermay | 0 | 0 | 1,075 | |
DISH NETWORK CORPORATION | CL A | 25470M109 | 0 | 3 | SH | SOLE | Evermay | 0 | 0 | 3 | |
DISNEY WALT CO | COM | 254687106 | 475 | 5,031 | SH | SOLE | Evermay | 0 | 0 | 5,031 | |
DOLLAR GEN CORP NEW | COM | 256677105 | 1 | 5 | SH | SOLE | Evermay | 0 | 0 | 5 | |
DOLLAR TREE INC | COM | 256746108 | 237 | 1,740 | SH | SOLE | Evermay | 0 | 0 | 1,740 | |
DOMINION ENERGY INC | COM | 25746U109 | 270 | 3,909 | SH | SOLE | Evermay | 0 | 0 | 3,909 | |
DOW INC | COM | 260557103 | 17 | 398 | SH | SOLE | Evermay | 0 | 0 | 398 | |
DUKE ENERGY CORP NEW | COM NEW | 26441C204 | 1,185 | 12,744 | SH | SOLE | Evermay | 0 | 0 | 12,744 | |
DUPONT DE NEMOURS INC | COM | 26614N102 | 76 | 1,503 | SH | SOLE | Evermay | 0 | 0 | 1,503 | |
DXC TECHNOLOGY CO | COM | 23355L106 | 0 | 8 | SH | SOLE | Evermay | 0 | 0 | 8 | |
EASTGROUP PPTYS INC | COM | 277276101 | 131 | 905 | SH | SOLE | Evermay | 0 | 0 | 905 | |
EATON CORP PLC | SHS | G29183103 | 686 | 5,144 | SH | SOLE | Evermay | 0 | 0 | 5,144 | |
ECOLAB INC | COM | 278865100 | 179 | 1,233 | SH | SOLE | Evermay | 1,200 | 0 | 33 | |
ELECTRONIC ARTS INC | COM | 285512109 | 60 | 516 | SH | SOLE | Evermay | 0 | 0 | 516 | |
ELEVANCE HEALTH INC | COM | 036752103 | 661 | 1,456 | SH | SOLE | Evermay | 413 | 0 | 1,043 | |
EMERSON ELEC CO | COM | 291011104 | 248 | 3,384 | SH | SOLE | Evermay | 0 | 0 | 3,384 | |
ENERGIZER HLDGS INC NEW | COM | 29272W109 | 48 | 1,928 | SH | SOLE | Evermay | 0 | 0 | 1,928 | |
ENERGY VAULT HOLDINGS INC | COM | 29280W109 | 0 | 50 | SH | SOLE | Evermay | 0 | 0 | 50 | |
ENTERGY CORP NEW | COM | 29364G103 | 11 | 114 | SH | SOLE | Evermay | 0 | 0 | 114 | |
ENTERPRISE PRODS PARTNERS L | COM | 293792107 | 358 | 15,075 | SH | SOLE | Evermay | 0 | 0 | 15,075 | |
EOG RES INC | COM | 26875P101 | 17 | 150 | SH | SOLE | Evermay | 0 | 0 | 150 | |
EQUITY COMWLTH | 6.5% CNV PFD D | 294628201 | 36 | 1,385 | SH | SOLE | Evermay | 0 | 0 | 1,385 | |
ETF MANAGERS TR | PRIME CYBR SCRTY | 26924G201 | 46 | 1,055 | SH | SOLE | Evermay | 0 | 0 | 1,055 | |
ETF SER SOLUTIONS | US GLB JETS | 26922A842 | 1 | 50 | SH | SOLE | Evermay | 0 | 0 | 50 | |
EVERGY INC | COM | 30034W106 | 14 | 230 | SH | SOLE | Evermay | 0 | 0 | 230 | |
EXCHANGE TRADED CONCEPTS TR | ROBO GLB ETF | 301505707 | 48 | 1,160 | SH | SOLE | Evermay | 0 | 0 | 1,160 | |
EXXON MOBIL CORP | COM | 30231G102 | 859 | 9,842 | SH | SOLE | Evermay | 0 | 0 | 9,842 | |
FAST RADIUS INC | CLASS A COM | 31187R100 | 0 | 50 | SH | SOLE | Evermay | 0 | 0 | 50 | |
FASTENAL CO | COM | 311900104 | 231 | 5,024 | SH | SOLE | Evermay | 0 | 0 | 5,024 | |
FEDEX CORP | COM | 31428X106 | 16 | 107 | SH | SOLE | Evermay | 0 | 0 | 107 | |
FIFTH THIRD BANCORP | COM | 316773100 | 2 | 72 | SH | SOLE | Evermay | 0 | 0 | 72 | |
FIRST SOLAR INC | COM | 336433107 | 2 | 15 | SH | SOLE | Evermay | 0 | 0 | 15 | |
FIRST TR VALUE LINE DIVID IN | SHS | 33734H106 | 24 | 658 | SH | SOLE | Evermay | 0 | 0 | 658 | |
FISERV INC | COM | 337738108 | 75 | 800 | SH | SOLE | Evermay | 0 | 0 | 800 | |
FLEXSHARES TR | QUALT DIVD IDX | 33939L860 | 111 | 2,350 | SH | SOLE | Evermay | 0 | 0 | 2,350 | |
FLOWERS FOODS INC | COM | 343498101 | 11 | 450 | SH | SOLE | Evermay | 0 | 0 | 450 | |
FORD MTR CO DEL | COM | 345370860 | 4 | 327 | SH | SOLE | Evermay | 0 | 0 | 327 | |
FORTIVE CORP | COM | 34959J108 | 226 | 3,870 | SH | SOLE | Evermay | 0 | 0 | 3,870 | |
FORTUNE BRANDS HOME & SEC IN | COM | 34964C106 | 114 | 2,129 | SH | SOLE | Evermay | 0 | 0 | 2,129 | |
FRANCO NEV CORP | COM | 351858105 | 54 | 455 | SH | SOLE | Evermay | 0 | 0 | 455 | |
FULTON FINL CORP PA | COM | 360271100 | 191 | 11,979 | SH | SOLE | Evermay | 0 | 0 | 11,979 | |
FVCBANKCORP INC | COM | 36120Q101 | 274 | 14,281 | SH | SOLE | Evermay | 0 | 0 | 14,281 | |
GENERAL DYNAMICS CORP | COM | 369550108 | 452 | 2,129 | SH | SOLE | Evermay | 475 | 0 | 1,654 | |
GENERAL ELECTRIC CO | COM NEW | 369604301 | 116 | 1,868 | SH | SOLE | Evermay | 1,017 | 0 | 851 | |
GENERAL MLS INC | COM | 370334104 | 205 | 2,675 | SH | SOLE | Evermay | 0 | 0 | 2,675 | |
GENERAL MTRS CO | COM | 37045V100 | 70 | 2,175 | SH | SOLE | Evermay | 0 | 0 | 2,175 | |
GENUINE PARTS CO | COM | 372460105 | 56 | 370 | SH | SOLE | Evermay | 0 | 0 | 370 | |
GILEAD SCIENCES INC | COM | 375558103 | 9 | 150 | SH | SOLE | Evermay | 0 | 0 | 150 | |
GLADSTONE COMMERCIAL CORP | COM | 376536108 | 65 | 4,215 | SH | SOLE | Evermay | 0 | 0 | 4,215 | |
GLOBAL X FDS | AUTONMOUS EV ETF | 37954Y624 | 3 | 160 | SH | SOLE | Evermay | 0 | 0 | 160 | |
GLOBAL X FDS | LITHIUM BTRY ETF | 37954Y855 | 2 | 23 | SH | SOLE | Evermay | 0 | 0 | 23 | |
GLOBE LIFE INC | COM | 37959E102 | 67 | 675 | SH | SOLE | Evermay | 0 | 0 | 675 | |
GLOBUS MED INC | CL A | 379577208 | 1 | 22 | SH | SOLE | Evermay | 0 | 0 | 22 | |
GOLDMAN SACHS ETF TR | ACES ULTRA SHR | 381430230 | 2,144 | 43,137 | SH | SOLE | Evermay | 0 | 0 | 43,137 | |
GOLDMAN SACHS GROUP INC | COM | 38141G104 | 28 | 95 | SH | SOLE | Evermay | 0 | 0 | 95 | |
GRAB HOLDINGS LIMITED | *W EXP 12/01/202 | G4124C117 | 0 | 50 | SH | SOLE | Evermay | 0 | 0 | 50 | |
GRAB HOLDINGS LIMITED | CLASS A ORD | G4124C109 | 0 | 150 | SH | SOLE | Evermay | 0 | 0 | 150 | |
GSK PLC | SPONSORED ADR | 37733W204 | 6 | 198 | SH | SOLE | Evermay | 0 | 0 | 198 | |
GXO LOGISTICS INCORPORATED | COMMON STOCK | 36262G101 | 16 | 450 | SH | SOLE | Evermay | 0 | 0 | 450 | |
HERON THERAPEUTICS INC | COM | 427746102 | 0 | 100 | SH | SOLE | Evermay | 0 | 0 | 100 | |
HEWLETT PACKARD ENTERPRISE C | COM | 42824C109 | 5 | 380 | SH | SOLE | Evermay | 0 | 0 | 380 | |
HOME DEPOT INC | COM | 437076102 | 2,343 | 8,490 | SH | SOLE | Evermay | 1,322 | 0 | 7,168 | |
HONEYWELL INTL INC | COM | 438516106 | 495 | 2,966 | SH | SOLE | Evermay | 560 | 0 | 2,406 | |
HP INC | COM | 40434L105 | 18 | 712 | SH | SOLE | Evermay | 0 | 0 | 712 | |
HUBBELL INC | COM | 443510607 | 47 | 210 | SH | SOLE | Evermay | 0 | 0 | 210 | |
HUNTINGTON BANCSHARES INC | COM | 446150104 | 2 | 168 | SH | SOLE | Evermay | 0 | 0 | 168 | |
IDEX CORP | COM | 45167R104 | 1 | 7 | SH | SOLE | Evermay | 0 | 0 | 7 | |
IHEARTMEDIA INC | COM CL A | 45174J509 | 7 | 992 | SH | SOLE | Evermay | 0 | 0 | 992 | |
ILLINOIS TOOL WKS INC | COM | 452308109 | 80 | 438 | SH | SOLE | Evermay | 0 | 0 | 438 | |
ILLUMINA INC | COM | 452327109 | 47 | 248 | SH | SOLE | Evermay | 0 | 0 | 248 | |
INTEL CORP | COM | 458140100 | 383 | 14,877 | SH | SOLE | Evermay | 1,370 | 0 | 13,507 | |
INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 | 334 | 3,701 | SH | SOLE | Evermay | 1,065 | 0 | 2,636 | |
INTERNATIONAL BUSINESS MACHS | COM | 459200101 | 101 | 852 | SH | SOLE | Evermay | 0 | 0 | 852 | |
INTERNATIONAL PAPER CO | COM | 460146103 | 2 | 60 | SH | SOLE | Evermay | 0 | 0 | 60 | |
INTUITIVE SURGICAL INC | COM NEW | 46120E602 | 11 | 58 | SH | SOLE | Evermay | 0 | 0 | 58 | |
INVESCO ACTVELY MNGD ETC FD | OPTIMUM YIELD | 46090F100 | 22 | 1,372 | SH | SOLE | Evermay | 0 | 0 | 1,372 | |
INVESCO EXCH TRADED FD TR II | EMRNG MKT SVRG | 46138E784 | 1 | 83 | SH | SOLE | Evermay | 0 | 0 | 83 | |
INVESCO EXCH TRADED FD TR II | FTSE RAFI EMNG | 46138E727 | 3 | 200 | SH | SOLE | Evermay | 0 | 0 | 200 | |
INVESCO EXCH TRD SLF IDX FD | BULSHS 2022 CB | 46138J882 | 75 | 3,550 | SH | SOLE | Evermay | 0 | 0 | 3,550 | |
INVESCO EXCH TRD SLF IDX FD | BULSHS 2023 CB | 46138J866 | 902 | 43,240 | SH | SOLE | Evermay | 0 | 0 | 43,240 | |
INVESCO EXCH TRD SLF IDX FD | BULSHS 2024 CB | 46138J841 | 513 | 25,154 | SH | SOLE | Evermay | 0 | 0 | 25,154 | |
INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | 459 | 3,605 | SH | SOLE | Evermay | 0 | 0 | 3,605 | |
INVESCO EXCHANGE TRADED FD T | S&P500 QUALITY | 46137V241 | 2 | 40 | SH | SOLE | Evermay | 0 | 0 | 40 | |
INVESCO QQQ TR | UNIT SER 1 | 46090E103 | 65 | 244 | SH | SOLE | Evermay | 0 | 0 | 244 | |
ISHARES INC | CORE MSCI EMKT | 46434G103 | 1,273 | 29,611 | SH | SOLE | Evermay | 590 | 0 | 29,021 | |
ISHARES INC | MSCI EMERG MRKT | 464286533 | 14 | 268 | SH | SOLE | Evermay | 0 | 0 | 268 | |
ISHARES SILVER TR | ISHARES | 46428Q109 | 26 | 1,470 | SH | SOLE | Evermay | 0 | 0 | 1,470 | |
ISHARES TR | AGGRES ALLOC ETF | 464289859 | 1 | 24 | SH | SOLE | Evermay | 0 | 0 | 24 | |
ISHARES TR | CORE DIV GRWTH | 46434V621 | 430 | 9,666 | SH | SOLE | Evermay | 123 | 0 | 9,543 | |
ISHARES TR | CORE HIGH DV ETF | 46429B663 | 51 | 555 | SH | SOLE | Evermay | 0 | 0 | 555 | |
ISHARES TR | CORE MSCI EAFE | 46432F842 | 45 | 850 | SH | SOLE | Evermay | 0 | 0 | 850 | |
ISHARES TR | CORE MSCI INTL | 46435G326 | 12 | 254 | SH | SOLE | Evermay | 0 | 0 | 254 | |
ISHARES TR | CORE S&P MCP ETF | 464287507 | 32,258 | 147,121 | SH | SOLE | Evermay | 3,850 | 0 | 143,271 | |
ISHARES TR | CORE S&P SCP ETF | 464287804 | 11,375 | 130,463 | SH | SOLE | Evermay | 2,556 | 0 | 127,907 | |
ISHARES TR | CORE S&P US VLU | 464287663 | 25 | 400 | SH | SOLE | Evermay | 0 | 0 | 400 | |
ISHARES TR | CORE S&P500 ETF | 464287200 | 14,277 | 39,808 | SH | SOLE | Evermay | 2,030 | 0 | 37,778 | |
ISHARES TR | CORE US AGGBD ET | 464287226 | 4 | 37 | SH | SOLE | Evermay | 0 | 0 | 37 | |
ISHARES TR | CYBERSECURITY | 46435U135 | 10 | 300 | SH | SOLE | Evermay | 0 | 0 | 300 | |
ISHARES TR | GL CLEAN ENE ETF | 464288224 | 10 | 540 | SH | SOLE | Evermay | 0 | 0 | 540 | |
ISHARES TR | GRWT ALLOCAT ETF | 464289867 | 23 | 514 | SH | SOLE | Evermay | 0 | 0 | 514 | |
ISHARES TR | IBONDS 22 TRM TS | 46436E809 | 86 | 3,400 | SH | SOLE | Evermay | 0 | 0 | 3,400 | |
ISHARES TR | IBONDS 23 TRM TS | 46436E882 | 4,079 | 164,657 | SH | SOLE | Evermay | 2,845 | 0 | 161,812 | |
ISHARES TR | IBONDS 24 TRM TS | 46436E874 | 825 | 34,457 | SH | SOLE | Evermay | 0 | 0 | 34,457 | |
ISHARES TR | IBOXX HI YD ETF | 464288513 | 13 | 189 | SH | SOLE | Evermay | 0 | 0 | 189 | |
ISHARES TR | ISHARES BIOTECH | 464287556 | 13 | 108 | SH | SOLE | Evermay | 0 | 0 | 108 | |
ISHARES TR | ISHS 1-5YR INVS | 464288646 | 165 | 3,342 | SH | SOLE | Evermay | 0 | 0 | 3,342 | |
ISHARES TR | JPMORGAN USD EMG | 464288281 | 1 | 9 | SH | SOLE | Evermay | 0 | 0 | 9 | |
ISHARES TR | MICRO-CAP ETF | 464288869 | 75 | 729 | SH | SOLE | Evermay | 0 | 0 | 729 | |
ISHARES TR | MODERT ALLOC ETF | 464289875 | 46 | 1,252 | SH | SOLE | Evermay | 0 | 0 | 1,252 | |
ISHARES TR | MSCI AC ASIA ETF | 464288182 | 22 | 378 | SH | SOLE | Evermay | 0 | 0 | 378 | |
ISHARES TR | MSCI EAFE ETF | 464287465 | 92 | 1,634 | SH | SOLE | Evermay | 1,399 | 0 | 235 | |
ISHARES TR | MSCI EMG MKT ETF | 464287234 | 43 | 1,247 | SH | SOLE | Evermay | 1,067 | 0 | 180 | |
ISHARES TR | MSCI KLD400 SOC | 464288570 | 9 | 130 | SH | SOLE | Evermay | 0 | 0 | 130 | |
ISHARES TR | MSCI USA MIN VOL | 46429B697 | 374 | 5,654 | SH | SOLE | Evermay | 0 | 0 | 5,654 | |
ISHARES TR | MSCI USA QLT FCT | 46432F339 | 127 | 1,223 | SH | SOLE | Evermay | 0 | 0 | 1,223 | |
ISHARES TR | NATIONAL MUN ETF | 464288414 | 202 | 1,967 | SH | SOLE | Evermay | 0 | 0 | 1,967 | |
ISHARES TR | PFD AND INCM SEC | 464288687 | 23 | 725 | SH | SOLE | Evermay | 0 | 0 | 725 | |
ISHARES TR | ROBOTICS ARTIF | 46435U556 | 17 | 700 | SH | SOLE | Evermay | 0 | 0 | 700 | |
ISHARES TR | RUS 1000 ETF | 464287622 | 74 | 375 | SH | SOLE | Evermay | 0 | 0 | 375 | |
ISHARES TR | RUS 1000 GRW ETF | 464287614 | 954 | 4,533 | SH | SOLE | Evermay | 0 | 0 | 4,533 | |
ISHARES TR | RUS 1000 VAL ETF | 464287598 | 2,320 | 17,063 | SH | SOLE | Evermay | 0 | 0 | 17,063 | |
ISHARES TR | RUS 2000 GRW ETF | 464287648 | 156 | 753 | SH | SOLE | Evermay | 0 | 0 | 753 | |
ISHARES TR | RUS 2000 VAL ETF | 464287630 | 419 | 3,246 | SH | SOLE | Evermay | 0 | 0 | 3,246 | |
ISHARES TR | RUS MD CP GR ETF | 464287481 | 78 | 1,000 | SH | SOLE | Evermay | 0 | 0 | 1,000 | |
ISHARES TR | RUS MDCP VAL ETF | 464287473 | 5 | 54 | SH | SOLE | Evermay | 0 | 0 | 54 | |
ISHARES TR | RUS MID CAP ETF | 464287499 | 252 | 4,059 | SH | SOLE | Evermay | 0 | 0 | 4,059 | |
ISHARES TR | RUSSELL 2000 ETF | 464287655 | 2,268 | 13,752 | SH | SOLE | Evermay | 275 | 0 | 13,477 | |
ISHARES TR | S&P 100 ETF | 464287101 | 13 | 77 | SH | SOLE | Evermay | 0 | 0 | 77 | |
ISHARES TR | S&P 500 GRWT ETF | 464287309 | 22 | 380 | SH | SOLE | Evermay | 0 | 0 | 380 | |
ISHARES TR | S&P 500 VAL ETF | 464287408 | 137 | 1,068 | SH | SOLE | Evermay | 0 | 0 | 1,068 | |
ISHARES TR | S&P SML 600 GWT | 464287887 | 98 | 968 | SH | SOLE | Evermay | 0 | 0 | 968 | |
ISHARES TR | SELECT DIVID ETF | 464287168 | 623 | 5,813 | SH | SOLE | Evermay | 0 | 0 | 5,813 | |
ISHARES TR | SP SMCP600VL ETF | 464287879 | 25 | 304 | SH | SOLE | Evermay | 0 | 0 | 304 | |
ISHARES TR | US HLTHCARE ETF | 464287762 | 17 | 66 | SH | SOLE | Evermay | 0 | 0 | 66 | |
ISHARES TR | US HOME CONS ETF | 464288752 | 3 | 58 | SH | SOLE | Evermay | 0 | 0 | 58 | |
J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 | 4,497 | 87,772 | SH | SOLE | Evermay | 0 | 0 | 87,772 | |
J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | 46654Q203 | 0 | 8 | SH | SOLE | Evermay | 0 | 0 | 8 | |
J P MORGAN EXCHANGE TRADED F | ULTRA SHRT INC | 46641Q837 | 62,172 | 1,239,479 | SH | SOLE | Evermay | 26,404 | 0 | 1,213,075 | |
JACOBS SOLUTIONS INC | COM | 46982L108 | 277 | 2,547 | SH | SOLE | Evermay | 0 | 0 | 2,547 | |
JOHN MARSHALL BANCORP INC | COM | 47805L101 | 8,156 | 332,087 | SH | SOLE | Evermay | 0 | 0 | 332,087 | |
JOHNSON & JOHNSON | COM | 478160104 | 1,423 | 8,710 | SH | SOLE | Evermay | 1,497 | 0 | 7,213 | |
JPMORGAN CHASE & CO | COM | 46625H100 | 2,399 | 22,955 | SH | SOLE | Evermay | 353 | 0 | 22,602 | |
KAYNE ANDERSON ENERGY INFRST | COM | 486606106 | 11 | 1,266 | SH | SOLE | Evermay | 0 | 0 | 1,266 | |
KIMBERLY-CLARK CORP | COM | 494368103 | 58 | 509 | SH | SOLE | Evermay | 0 | 0 | 509 | |
KINDER MORGAN INC DEL | COM | 49456B101 | 816 | 49,039 | SH | SOLE | Evermay | 0 | 0 | 49,039 | |
KRAFT HEINZ CO | COM | 500754106 | 12 | 364 | SH | SOLE | Evermay | 0 | 0 | 364 | |
KRATOS DEFENSE & SEC SOLUTIO | COM NEW | 50077B207 | 1 | 100 | SH | SOLE | Evermay | 0 | 0 | 100 | |
L3HARRIS TECHNOLOGIES INC | COM | 502431109 | 582 | 2,799 | SH | SOLE | Evermay | 0 | 0 | 2,799 | |
LABORATORY CORP AMER HLDGS | COM NEW | 50540R409 | 1,331 | 6,500 | SH | SOLE | Evermay | 486 | 0 | 6,014 | |
LAM RESEARCH CORP | COM | 512807108 | 68 | 184 | SH | SOLE | Evermay | 0 | 0 | 184 | |
LATTICE STRATEGIES TR | HARTFORD MLT ETF | 518416102 | 507 | 23,322 | SH | SOLE | Evermay | 75 | 0 | 23,247 | |
LEIDOS HOLDINGS INC | COM | 525327102 | 180 | 2,060 | SH | SOLE | Evermay | 0 | 0 | 2,060 | |
LENNAR CORP | CL A | 526057104 | 2 | 25 | SH | SOLE | Evermay | 0 | 0 | 25 | |
LILLY ELI & CO | COM | 532457108 | 1,149 | 3,553 | SH | SOLE | Evermay | 792 | 0 | 2,761 | |
LINDE PLC | SHS | G5494J103 | 170 | 631 | SH | SOLE | Evermay | 311 | 0 | 320 | |
LIVENT CORP | COM | 53814L108 | 8 | 264 | SH | SOLE | Evermay | 0 | 0 | 264 | |
LOCKHEED MARTIN CORP | COM | 539830109 | 158 | 409 | SH | SOLE | Evermay | 0 | 0 | 409 | |
LOWES COS INC | COM | 548661107 | 292 | 1,554 | SH | SOLE | Evermay | 0 | 0 | 1,554 | |
LYONDELLBASELL INDUSTRIES N | SHS - A - | N53745100 | 148 | 1,970 | SH | SOLE | Evermay | 0 | 0 | 1,970 | |
MAGELLAN MIDSTREAM PRTNRS LP | COM UNIT RP LP | 559080106 | 281 | 5,912 | SH | SOLE | Evermay | 0 | 0 | 5,912 | |
MANAGED PORTFOLIO SERIES | TORTOISE NRAM PI | 56167N720 | 100 | 4,342 | SH | SOLE | Evermay | 0 | 0 | 4,342 | |
MARRIOTT INTL INC NEW | CL A | 571903202 | 418 | 2,980 | SH | SOLE | Evermay | 0 | 0 | 2,980 | |
MARRIOTT VACATIONS WORLDWIDE | COM | 57164Y107 | 55 | 450 | SH | SOLE | Evermay | 0 | 0 | 450 | |
MARTIN MARIETTA MATLS INC | COM | 573284106 | 1,050 | 3,259 | SH | SOLE | Evermay | 0 | 0 | 3,259 | |
MASCO CORP | COM | 574599106 | 106 | 2,274 | SH | SOLE | Evermay | 0 | 0 | 2,274 | |
MASTERCARD INCORPORATED | CL A | 57636Q104 | 651 | 2,288 | SH | SOLE | Evermay | 0 | 0 | 2,288 | |
MATCH GROUP INC NEW | COM | 57667L107 | 14 | 289 | SH | SOLE | Evermay | 0 | 0 | 289 | |
MCCORMICK & CO INC | COM NON VTG | 579780206 | 29 | 400 | SH | SOLE | Evermay | 0 | 0 | 400 | |
MCDONALDS CORP | COM | 580135101 | 1,632 | 7,075 | SH | SOLE | Evermay | 82 | 0 | 6,993 | |
MCKESSON CORP | COM | 58155Q103 | 100 | 294 | SH | SOLE | Evermay | 0 | 0 | 294 | |
MEDTRONIC PLC | SHS | G5960L103 | 413 | 5,072 | SH | SOLE | Evermay | 0 | 0 | 5,072 | |
MERCK & CO INC | COM | 58933Y105 | 1,385 | 15,962 | SH | SOLE | Evermay | 2,663 | 0 | 13,299 | |
META PLATFORMS INC | CL A | 30303M102 | 621 | 4,574 | SH | SOLE | Evermay | 0 | 0 | 4,574 | |
METLIFE INC | COM | 59156R108 | 51 | 838 | SH | SOLE | Evermay | 0 | 0 | 838 | |
METTLER TOLEDO INTERNATIONAL | COM | 592688105 | 1 | 1 | SH | SOLE | Evermay | 0 | 0 | 1 | |
MGM RESORTS INTERNATIONAL | COM | 552953101 | 1 | 30 | SH | SOLE | Evermay | 0 | 0 | 30 | |
MICROCHIP TECHNOLOGY INC. | COM | 595017104 | 282 | 4,622 | SH | SOLE | Evermay | 0 | 0 | 4,622 | |
MICROSOFT CORP | COM | 594918104 | 4,085 | 17,541 | SH | SOLE | Evermay | 1,573 | 0 | 15,968 | |
MONDELEZ INTL INC | CL A | 609207105 | 332 | 6,019 | SH | SOLE | Evermay | 0 | 0 | 6,019 | |
MOODYS CORP | COM | 615369105 | 667 | 2,742 | SH | SOLE | Evermay | 0 | 0 | 2,742 | |
MORGAN STANLEY | COM NEW | 617446448 | 28 | 350 | SH | SOLE | Evermay | 0 | 0 | 350 | |
MOSAIC CO NEW | COM | 61945C103 | 14 | 300 | SH | SOLE | Evermay | 0 | 0 | 300 | |
MOTOROLA SOLUTIONS INC | COM NEW | 620076307 | 156 | 693 | SH | SOLE | Evermay | 528 | 0 | 165 | |
MP MATERIALS CORP | COM CL A | 553368101 | 1 | 25 | SH | SOLE | Evermay | 0 | 0 | 25 | |
NEOGEN CORP | COM | 640491106 | 4 | 300 | SH | SOLE | Evermay | 0 | 0 | 300 | |
NETFLIX INC | COM | 64110L106 | 12 | 50 | SH | SOLE | Evermay | 0 | 0 | 50 | |
NEWMARKET CORP | COM | 651587107 | 9 | 29 | SH | SOLE | Evermay | 0 | 0 | 29 | |
NEWMONT CORP | COM | 651639106 | 4 | 98 | SH | SOLE | Evermay | 0 | 0 | 98 | |
NEXTERA ENERGY INC | COM | 65339F101 | 2,105 | 26,843 | SH | SOLE | Evermay | 8,336 | 0 | 18,507 | |
NIKE INC | CL B | 654106103 | 196 | 2,349 | SH | SOLE | Evermay | 912 | 0 | 1,437 | |
NIO INC | SPON ADS | 62914V106 | 10 | 609 | SH | SOLE | Evermay | 0 | 0 | 609 | |
NORFOLK SOUTHN CORP | COM | 655844108 | 1,181 | 5,634 | SH | SOLE | Evermay | 1,300 | 0 | 4,334 | |
NORTHERN TR CORP | COM | 665859104 | 7 | 85 | SH | SOLE | Evermay | 0 | 0 | 85 | |
NORTHROP GRUMMAN CORP | COM | 666807102 | 1,032 | 2,195 | SH | SOLE | Evermay | 258 | 0 | 1,937 | |
NOV INC | COM | 62955J103 | 0 | 8 | SH | SOLE | Evermay | 0 | 0 | 8 | |
NOVARTIS AG | SPONSORED ADR | 66987V109 | 25 | 333 | SH | SOLE | Evermay | 0 | 0 | 333 | |
NOVO-NORDISK A S | ADR | 670100205 | 12 | 125 | SH | SOLE | Evermay | 0 | 0 | 125 | |
NOW INC | COM | 67011P100 | 0 | 2 | SH | SOLE | Evermay | 0 | 0 | 2 | |
NVIDIA CORPORATION | COM | 67066G104 | 87 | 715 | SH | SOLE | Evermay | 0 | 0 | 715 | |
ONE GAS INC | COM | 68235P108 | 10 | 140 | SH | SOLE | Evermay | 0 | 0 | 140 | |
ONEOK INC NEW | COM | 682680103 | 29 | 560 | SH | SOLE | Evermay | 0 | 0 | 560 | |
ORACLE CORP | COM | 68389X105 | 361 | 5,916 | SH | SOLE | Evermay | 0 | 0 | 5,916 | |
OREILLY AUTOMOTIVE INC | COM | 67103H107 | 11 | 16 | SH | SOLE | Evermay | 0 | 0 | 16 | |
ORGANON & CO | COMMON STOCK | 68622V106 | 6 | 275 | SH | SOLE | Evermay | 0 | 0 | 275 | |
OTIS WORLDWIDE CORP | COM | 68902V107 | 81 | 1,273 | SH | SOLE | Evermay | 0 | 0 | 1,273 | |
PALANTIR TECHNOLOGIES INC | CL A | 69608A108 | 24 | 2,905 | SH | SOLE | Evermay | 0 | 0 | 2,905 | |
PALISADE BIO INC | COM | 696389105 | 0 | 53 | SH | SOLE | Evermay | 0 | 0 | 53 | |
PARKER-HANNIFIN CORP | COM | 701094104 | 85 | 349 | SH | SOLE | Evermay | 0 | 0 | 349 | |
PAYCHEX INC | COM | 704326107 | 9 | 80 | SH | SOLE | Evermay | 0 | 0 | 80 | |
PAYPAL HLDGS INC | COM | 70450Y103 | 134 | 1,562 | SH | SOLE | Evermay | 0 | 0 | 1,562 | |
PEPSICO INC | COM | 713448108 | 2,245 | 13,754 | SH | SOLE | Evermay | 0 | 0 | 13,754 | |
PFIZER INC | COM | 717081103 | 1,309 | 29,905 | SH | SOLE | Evermay | 0 | 0 | 29,905 | |
PHILIP MORRIS INTL INC | COM | 718172109 | 205 | 2,436 | SH | SOLE | Evermay | 0 | 0 | 2,436 | |
PHILLIPS 66 | COM | 718546104 | 73 | 900 | SH | SOLE | Evermay | 0 | 0 | 900 | |
PIMCO ETF TR | 1-5 US TIP IDX | 72201R205 | 16 | 317 | SH | SOLE | Evermay | 0 | 0 | 317 | |
PIMCO ETF TR | ENHAN SHRT MA AC | 72201R833 | 25,206 | 254,964 | SH | SOLE | Evermay | 7,926 | 0 | 247,038 | |
PIONEER NAT RES CO | COM | 723787107 | 27 | 123 | SH | SOLE | Evermay | 0 | 0 | 123 | |
PLUG POWER INC | COM NEW | 72919P202 | 1 | 38 | SH | SOLE | Evermay | 0 | 0 | 38 | |
PNC FINL SVCS GROUP INC | COM | 693475105 | 326 | 2,181 | SH | SOLE | Evermay | 0 | 0 | 2,181 | |
PNM RES INC | COM | 69349H107 | 4 | 87 | SH | SOLE | Evermay | 0 | 0 | 87 | |
POOL CORP | COM | 73278L105 | 8 | 25 | SH | SOLE | Evermay | 0 | 0 | 25 | |
PPG INDS INC | COM | 693506107 | 140 | 1,266 | SH | SOLE | Evermay | 0 | 0 | 1,266 | |
PPL CORP | COM | 69351T106 | 31 | 1,200 | SH | SOLE | Evermay | 0 | 0 | 1,200 | |
PRICE T ROWE GROUP INC | COM | 74144T108 | 139 | 1,325 | SH | SOLE | Evermay | 0 | 0 | 1,325 | |
PROCTER AND GAMBLE CO | COM | 742718109 | 927 | 7,343 | SH | SOLE | Evermay | 2,950 | 0 | 4,393 | |
PROGRESSIVE CORP | COM | 743315103 | 14 | 117 | SH | SOLE | Evermay | 0 | 0 | 117 | |
PROLOGIS INC. | COM | 74340W103 | 70 | 690 | SH | SOLE | Evermay | 0 | 0 | 690 | |
PROSHARES TR | LARGE CAP CRE | 74347R248 | 200 | 4,732 | SH | SOLE | Evermay | 0 | 0 | 4,732 | |
PROSHARES TR | PET CARE ETF | 74348A145 | 11 | 244 | SH | SOLE | Evermay | 0 | 0 | 244 | |
PROSHARES TR | PSHS ULT S&P 500 | 74347R107 | 32 | 800 | SH | SOLE | Evermay | 0 | 0 | 800 | |
PROSHARES TR | ULTRAPRO SHT QQQ | 74347G432 | 0 | 1 | SH | SOLE | Evermay | 0 | 0 | 1 | |
PROVIDENT FINL SVCS INC | COM | 74386T105 | 14 | 709 | SH | SOLE | Evermay | 0 | 0 | 709 | |
PRUDENTIAL FINL INC | COM | 744320102 | 77 | 900 | SH | SOLE | Evermay | 0 | 0 | 900 | |
PUBLIC STORAGE | COM | 74460D109 | 90 | 307 | SH | SOLE | Evermay | 0 | 0 | 307 | |
PURE STORAGE INC | CL A | 74624M102 | 27 | 1,000 | SH | SOLE | Evermay | 0 | 0 | 1,000 | |
QUALCOMM INC | COM | 747525103 | 32 | 285 | SH | SOLE | Evermay | 0 | 0 | 285 | |
QUEST DIAGNOSTICS INC | COM | 74834L100 | 246 | 2,006 | SH | SOLE | Evermay | 0 | 0 | 2,006 | |
RAYONIER INC | COM | 754907103 | 0 | 15 | SH | SOLE | Evermay | 0 | 0 | 15 | |
RAYTHEON TECHNOLOGIES CORP | COM | 75513E101 | 1,052 | 12,857 | SH | SOLE | Evermay | 0 | 0 | 12,857 | |
REALTY INCOME CORP | COM | 756109104 | 7 | 125 | SH | SOLE | Evermay | 0 | 0 | 125 | |
REDFIN CORP | COM | 75737F108 | 0 | 25 | SH | SOLE | Evermay | 0 | 0 | 25 | |
RENEW ENERGY GLOBAL PLC | CL A SHS | G7500M104 | 181 | 30,000 | SH | SOLE | Evermay | 0 | 0 | 30,000 | |
RESTAURANT BRANDS INTL INC | COM | 76131D103 | 3 | 65 | SH | SOLE | Evermay | 0 | 0 | 65 | |
REYNOLDS CONSUMER PRODS INC | COM | 76171L106 | 1 | 35 | SH | SOLE | Evermay | 0 | 0 | 35 | |
RIVIAN AUTOMOTIVE INC | COM CL A | 76954A103 | 1 | 22 | SH | SOLE | Evermay | 0 | 0 | 22 | |
ROBLOX CORP | CL A | 771049103 | 17 | 482 | SH | SOLE | Evermay | 0 | 0 | 482 | |
ROCKWELL AUTOMATION INC | COM | 773903109 | 499 | 2,320 | SH | SOLE | Evermay | 0 | 0 | 2,320 | |
ROKU INC | COM CL A | 77543R102 | 6 | 100 | SH | SOLE | Evermay | 0 | 0 | 100 | |
ROPER TECHNOLOGIES INC | COM | 776696106 | 472 | 1,312 | SH | SOLE | Evermay | 270 | 0 | 1,042 | |
ROYAL CARIBBEAN GROUP | COM | V7780T103 | 1 | 20 | SH | SOLE | Evermay | 0 | 0 | 20 | |
S&P GLOBAL INC | COM | 78409V104 | 46 | 150 | SH | SOLE | Evermay | 0 | 0 | 150 | |
SALESFORCE INC | COM | 79466L302 | 266 | 1,849 | SH | SOLE | Evermay | 0 | 0 | 1,849 | |
SANDY SPRING BANCORP INC | COM | 800363103 | 25 | 697 | SH | SOLE | Evermay | 0 | 0 | 697 | |
SAREPTA THERAPEUTICS INC | COM | 803607100 | 7 | 60 | SH | SOLE | Evermay | 0 | 0 | 60 | |
SCHWAB CHARLES CORP | COM | 808513105 | 930 | 12,940 | SH | SOLE | Evermay | 0 | 0 | 12,940 | |
SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 808524706 | 459 | 20,497 | SH | SOLE | Evermay | 0 | 0 | 20,497 | |
SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | 1,233 | 43,845 | SH | SOLE | Evermay | 0 | 0 | 43,845 | |
SCHWAB STRATEGIC TR | SHT TM US TRES | 808524862 | 24 | 500 | SH | SOLE | Evermay | 0 | 0 | 500 | |
SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | 832 | 19,818 | SH | SOLE | Evermay | 0 | 0 | 19,818 | |
SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | 85 | 1,275 | SH | SOLE | Evermay | 0 | 0 | 1,275 | |
SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | 157 | 2,810 | SH | SOLE | Evermay | 0 | 0 | 2,810 | |
SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 | 9 | 150 | SH | SOLE | Evermay | 0 | 0 | 150 | |
SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | 83,258 | 1,965,961 | SH | SOLE | Evermay | 44,247 | 0 | 1,921,714 | |
SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 | 484 | 7,996 | SH | SOLE | Evermay | 0 | 0 | 7,996 | |
SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 | 503 | 13,310 | SH | SOLE | Evermay | 0 | 0 | 13,310 | |
SCOTTS MIRACLE-GRO CO | CL A | 810186106 | 4 | 100 | SH | SOLE | Evermay | 0 | 0 | 100 | |
SEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | G7997R103 | 11 | 200 | SH | SOLE | Evermay | 0 | 0 | 200 | |
SELECT SECTOR SPDR TR | ENERGY | 81369Y506 | 197 | 2,735 | SH | SOLE | Evermay | 0 | 0 | 2,735 | |
SELECT SECTOR SPDR TR | FINANCIAL | 81369Y605 | 24 | 790 | SH | SOLE | Evermay | 0 | 0 | 790 | |
SELECT SECTOR SPDR TR | RL EST SEL SEC | 81369Y860 | 26 | 735 | SH | SOLE | Evermay | 0 | 0 | 735 | |
SELECT SECTOR SPDR TR | SBI CONS DISCR | 81369Y407 | 1 | 10 | SH | SOLE | Evermay | 0 | 0 | 10 | |
SELECT SECTOR SPDR TR | SBI HEALTHCARE | 81369Y209 | 37 | 308 | SH | SOLE | Evermay | 0 | 0 | 308 | |
SELECT SECTOR SPDR TR | SBI INT-UTILS | 81369Y886 | 82 | 1,245 | SH | SOLE | Evermay | 0 | 0 | 1,245 | |
SEMPRA | COM | 816851109 | 36 | 236 | SH | SOLE | Evermay | 0 | 0 | 236 | |
SERVICENOW INC | COM | 81762P102 | 5 | 14 | SH | SOLE | Evermay | 0 | 0 | 14 | |
SHELL PLC | SPON ADS | 780259305 | 10 | 200 | SH | SOLE | Evermay | 0 | 0 | 200 | |
SHERWIN WILLIAMS CO | COM | 824348106 | 123 | 600 | SH | SOLE | Evermay | 0 | 0 | 600 | |
SHOCKWAVE MED INC | COM | 82489T104 | 28 | 100 | SH | SOLE | Evermay | 0 | 0 | 100 | |
SIRIUS XM HOLDINGS INC | COM | 82968B103 | 9 | 1,645 | SH | SOLE | Evermay | 0 | 0 | 1,645 | |
SKYWORKS SOLUTIONS INC | COM | 83088M102 | 9 | 100 | SH | SOLE | Evermay | 0 | 0 | 100 | |
SMITH & WESSON BRANDS INC | COM | 831754106 | 4 | 400 | SH | SOLE | Evermay | 0 | 0 | 400 | |
SNOWFLAKE INC | CL A | 833445109 | 3 | 15 | SH | SOLE | Evermay | 0 | 0 | 15 | |
SOFI TECHNOLOGIES INC | COM | 83406F102 | 3 | 600 | SH | SOLE | Evermay | 0 | 0 | 600 | |
SOLAREDGE TECHNOLOGIES INC | COM | 83417M104 | 151 | 654 | SH | SOLE | Evermay | 0 | 0 | 654 | |
SOUTHERN CO | COM | 842587107 | 20 | 300 | SH | SOLE | Evermay | 0 | 0 | 300 | |
SOUTHWEST GAS HLDGS INC | COM | 844895102 | 37 | 533 | SH | SOLE | Evermay | 0 | 0 | 533 | |
SPDR DOW JONES INDL AVERAGE | UT SER 1 | 78467X109 | 248 | 861 | SH | SOLE | Evermay | 0 | 0 | 861 | |
SPDR GOLD TR | GOLD SHS | 78463V107 | 64 | 416 | SH | SOLE | Evermay | 0 | 0 | 416 | |
SPDR INDEX SHS FDS | MSCI EAFE FS ETF | 78470E106 | 4 | 60 | SH | SOLE | Evermay | 0 | 0 | 60 | |
SPDR INDEX SHS FDS | MSCI EMR MKT ETF | 78470E205 | 8 | 150 | SH | SOLE | Evermay | 0 | 0 | 150 | |
SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 | 138 | 5,363 | SH | SOLE | Evermay | 0 | 0 | 5,363 | |
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 25,575 | 71,303 | SH | SOLE | Evermay | 560 | 0 | 70,743 | |
SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | 78467Y107 | 101 | 250 | SH | SOLE | Evermay | 0 | 0 | 250 | |
SPDR SER TR | BLOOMBERG HIGH Y | 78468R622 | 9 | 97 | SH | SOLE | Evermay | 0 | 0 | 97 | |
SPDR SER TR | DJ REIT ETF | 78464A607 | 67 | 799 | SH | SOLE | Evermay | 0 | 0 | 799 | |
SPDR SER TR | NUVEEN BLMBRG SH | 78468R739 | 1,012 | 21,965 | SH | SOLE | Evermay | 0 | 0 | 21,965 | |
SPDR SER TR | PORTFOLIO S&P500 | 78464A854 | 8 | 200 | SH | SOLE | Evermay | 0 | 0 | 200 | |
SPDR SER TR | PORTFOLIO S&P600 | 78468R853 | 900 | 26,420 | SH | SOLE | Evermay | 360 | 0 | 26,060 | |
SPDR SER TR | PRTFLO S&P500 VL | 78464A508 | 110 | 3,179 | SH | SOLE | Evermay | 0 | 0 | 3,179 | |
SPDR SER TR | S&P 600 SMCP VAL | 78464A300 | 169 | 2,515 | SH | SOLE | Evermay | 0 | 0 | 2,515 | |
SPDR SER TR | S&P 600 SML CAP | 78464A813 | 9 | 114 | SH | SOLE | Evermay | 0 | 0 | 114 | |
SPDR SER TR | S&P BIOTECH | 78464A870 | 49 | 618 | SH | SOLE | Evermay | 0 | 0 | 618 | |
SPDR SER TR | S&P DIVID ETF | 78464A763 | 36 | 326 | SH | SOLE | Evermay | 0 | 0 | 326 | |
SPDR SER TR | S&P KENSHO CLEAN | 78468R655 | 20 | 230 | SH | SOLE | Evermay | 0 | 0 | 230 | |
SPDR SER TR | S&P KENSHO NEW | 78468R648 | 8 | 195 | SH | SOLE | Evermay | 0 | 0 | 195 | |
SPDR SER TR | S&P METALS MNG | 78464A755 | 17 | 400 | SH | SOLE | Evermay | 0 | 0 | 400 | |
SPDR SER TR | S&P REGL BKG | 78464A698 | 53 | 895 | SH | SOLE | Evermay | 0 | 0 | 895 | |
SPDR SER TR | SPDR S&P 500 ETF | 78468R796 | 37 | 425 | SH | SOLE | Evermay | 0 | 0 | 425 | |
SPROTT PHYSICAL GOLD & SILVE | TR UNIT | 85208R101 | 6 | 400 | SH | SOLE | Evermay | 0 | 0 | 400 | |
SPROTT PHYSICAL GOLD TR | UNIT | 85207H104 | 7 | 585 | SH | SOLE | Evermay | 0 | 0 | 585 | |
SSGA ACTIVE ETF TR | MULT ASS RLRTN | 78467V103 | 34 | 1,315 | SH | SOLE | Evermay | 0 | 0 | 1,315 | |
STANLEY BLACK & DECKER INC | COM | 854502101 | 9 | 126 | SH | SOLE | Evermay | 0 | 0 | 126 | |
STARBUCKS CORP | COM | 855244109 | 50 | 593 | SH | SOLE | Evermay | 0 | 0 | 593 | |
STRYKER CORPORATION | COM | 863667101 | 418 | 2,056 | SH | SOLE | Evermay | 0 | 0 | 2,056 | |
STURM RUGER & CO INC | COM | 864159108 | 3 | 50 | SH | SOLE | Evermay | 0 | 0 | 50 | |
SVB FINANCIAL GROUP | COM | 78486Q101 | 7 | 22 | SH | SOLE | Evermay | 0 | 0 | 22 | |
SYNOPSYS INC | COM | 871607107 | 248 | 813 | SH | SOLE | Evermay | 0 | 0 | 813 | |
SYSCO CORP | COM | 871829107 | 99 | 1,400 | SH | SOLE | Evermay | 0 | 0 | 1,400 | |
T ROWE PRICE ETF INC | PRICE BLUE CHIP | 87283Q107 | 5 | 245 | SH | SOLE | Evermay | 0 | 0 | 245 | |
TARGET CORP | COM | 87612E106 | 361 | 2,436 | SH | SOLE | Evermay | 827 | 0 | 1,609 | |
TE CONNECTIVITY LTD | SHS | H84989104 | 11 | 100 | SH | SOLE | Evermay | 0 | 0 | 100 | |
TELADOC HEALTH INC | COM | 87918A105 | 2 | 90 | SH | SOLE | Evermay | 0 | 0 | 90 | |
TESLA INC | COM | 88160R101 | 275 | 1,038 | SH | SOLE | Evermay | 0 | 0 | 1,038 | |
TEXAS INSTRS INC | COM | 882508104 | 166 | 1,073 | SH | SOLE | Evermay | 732 | 0 | 341 | |
THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 411 | 810 | SH | SOLE | Evermay | 280 | 0 | 530 | |
TJX COS INC NEW | COM | 872540109 | 414 | 6,660 | SH | SOLE | Evermay | 0 | 0 | 6,660 | |
T-MOBILE US INC | COM | 872590104 | 28 | 208 | SH | SOLE | Evermay | 0 | 0 | 208 | |
TORTOISE ENERGY INFRA CORP | COM | 89147L886 | 11 | 375 | SH | SOLE | Evermay | 0 | 0 | 375 | |
TOUGHBUILT INDS INC | COM | 89157G884 | 0 | 20 | SH | SOLE | Evermay | 0 | 0 | 20 | |
TOWER SEMICONDUCTOR LTD | SHS NEW | M87915274 | 22 | 500 | SH | SOLE | Evermay | 0 | 0 | 500 | |
TOWNEBANK PORTSMOUTH VA | COM | 89214P109 | 162 | 6,000 | SH | SOLE | Evermay | 0 | 0 | 6,000 | |
TOYOTA MOTOR CORP | ADS | 892331307 | 0 | 3 | SH | SOLE | Evermay | 0 | 0 | 3 | |
TRAVELERS COMPANIES INC | COM | 89417E109 | 314 | 2,050 | SH | SOLE | Evermay | 0 | 0 | 2,050 | |
TREX CO INC | COM | 89531P105 | 311 | 7,077 | SH | SOLE | Evermay | 0 | 0 | 7,077 | |
TRITIUM DCFC LIMITED | ORDINARY SHARES | Q9225T108 | 0 | 50 | SH | SOLE | Evermay | 0 | 0 | 50 | |
TRUIST FINL CORP | COM | 89832Q109 | 389 | 8,931 | SH | SOLE | Evermay | 0 | 0 | 8,931 | |
UBER TECHNOLOGIES INC | COM | 90353T100 | 5 | 200 | SH | SOLE | Evermay | 0 | 0 | 200 | |
UBIQUITI INC | COM | 90353W103 | 22 | 75 | SH | SOLE | Evermay | 0 | 0 | 75 | |
ULTA BEAUTY INC | COM | 90384S303 | 8 | 20 | SH | SOLE | Evermay | 0 | 0 | 20 | |
UNDER ARMOUR INC | CL A | 904311107 | 0 | 18 | SH | SOLE | Evermay | 0 | 0 | 18 | |
UNILEVER PLC | SPON ADR NEW | 904767704 | 65 | 1,485 | SH | SOLE | Evermay | 0 | 0 | 1,485 | |
UNION PAC CORP | COM | 907818108 | 458 | 2,350 | SH | SOLE | Evermay | 288 | 0 | 2,062 | |
UNITED AIRLS HLDGS INC | COM | 910047109 | 5 | 140 | SH | SOLE | Evermay | 0 | 0 | 140 | |
UNITED BANKSHARES INC WEST V | COM | 909907107 | 216 | 5,989 | SH | SOLE | Evermay | 0 | 0 | 5,989 | |
UNITED PARCEL SERVICE INC | CL B | 911312106 | 822 | 5,091 | SH | SOLE | Evermay | 0 | 0 | 5,091 | |
UNITED RENTALS INC | COM | 911363109 | 400 | 1,480 | SH | SOLE | Evermay | 0 | 0 | 1,480 | |
UNITED THERAPEUTICS CORP DEL | COM | 91307C102 | 78 | 373 | SH | SOLE | Evermay | 0 | 0 | 373 | |
UNITEDHEALTH GROUP INC | COM | 91324P102 | 1,707 | 3,379 | SH | SOLE | Evermay | 336 | 0 | 3,043 | |
UNITI GROUP INC | COM | 91325V108 | 0 | 71 | SH | SOLE | Evermay | 0 | 0 | 71 | |
US BANCORP DEL | COM NEW | 902973304 | 171 | 4,198 | SH | SOLE | Evermay | 1,499 | 0 | 2,699 | |
VALERO ENERGY CORP | COM | 91913Y100 | 130 | 1,220 | SH | SOLE | Evermay | 0 | 0 | 1,220 | |
VANECK ETF TRUST | VANECK SHRT MUNI | 92189F528 | 388 | 23,303 | SH | SOLE | Evermay | 0 | 0 | 23,303 | |
VANGUARD ADMIRAL FDS INC | MIDCP 400 IDX | 921932885 | 347 | 2,336 | SH | SOLE | Evermay | 0 | 0 | 2,336 | |
VANGUARD ADMIRAL FDS INC | SMLLCP 600 IDX | 921932828 | 223 | 1,382 | SH | SOLE | Evermay | 636 | 0 | 746 | |
VANGUARD BD INDEX FDS | INTERMED TERM | 921937819 | 82 | 1,121 | SH | SOLE | Evermay | 0 | 0 | 1,121 | |
VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | 8,159 | 109,051 | SH | SOLE | Evermay | 0 | 0 | 109,051 | |
VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | 6 | 91 | SH | SOLE | Evermay | 0 | 0 | 91 | |
VANGUARD BD INDEX FDS | VANGUARD ULTRA | 92203C303 | 4 | 76 | SH | SOLE | Evermay | 0 | 0 | 76 | |
VANGUARD INDEX FDS | EXTEND MKT ETF | 922908652 | 366 | 2,878 | SH | SOLE | Evermay | 0 | 0 | 2,878 | |
VANGUARD INDEX FDS | GROWTH ETF | 922908736 | 1,845 | 8,624 | SH | SOLE | Evermay | 0 | 0 | 8,624 | |
VANGUARD INDEX FDS | MID CAP ETF | 922908629 | 6,187 | 32,912 | SH | SOLE | Evermay | 0 | 0 | 32,912 | |
VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 | 91 | 1,132 | SH | SOLE | Evermay | 0 | 0 | 1,132 | |
VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | 53,606 | 162,659 | SH | SOLE | Evermay | 3,609 | 0 | 159,050 | |
VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 | 496 | 3,461 | SH | SOLE | Evermay | 0 | 0 | 3,461 | |
VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | 1,561 | 9,133 | SH | SOLE | Evermay | 0 | 0 | 9,133 | |
VANGUARD INDEX FDS | SML CP GRW ETF | 922908595 | 663 | 3,399 | SH | SOLE | Evermay | 0 | 0 | 3,399 | |
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | 11,518 | 64,178 | SH | SOLE | Evermay | 39 | 0 | 64,139 | |
VANGUARD INDEX FDS | VALUE ETF | 922908744 | 1,633 | 13,224 | SH | SOLE | Evermay | 0 | 0 | 13,224 | |
VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | 59 | 1,324 | SH | SOLE | Evermay | 450 | 0 | 874 | |
VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | 2,149 | 58,904 | SH | SOLE | Evermay | 2,410 | 0 | 56,494 | |
VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | 922042874 | 37 | 800 | SH | SOLE | Evermay | 0 | 0 | 800 | |
VANGUARD INTL EQUITY INDEX F | FTSE PACIFIC ETF | 922042866 | 34 | 600 | SH | SOLE | Evermay | 0 | 0 | 600 | |
VANGUARD MALVERN FDS | STRM INFPROIDX | 922020805 | 45 | 944 | SH | SOLE | Evermay | 0 | 0 | 944 | |
VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | 99 | 1,335 | SH | SOLE | Evermay | 0 | 0 | 1,335 | |
VANGUARD SCOTTSDALE FDS | VNG RUS2000GRW | 92206C623 | 0 | 0 | SH | SOLE | Evermay | 0 | 0 | 0 | |
VANGUARD SCOTTSDALE FDS | VNG RUS2000IDX | 92206C664 | 36 | 535 | SH | SOLE | Evermay | 0 | 0 | 535 | |
VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | 75 | 557 | SH | SOLE | Evermay | 0 | 0 | 557 | |
VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | 2,786 | 76,612 | SH | SOLE | Evermay | 1,699 | 0 | 74,913 | |
VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | 595 | 6,269 | SH | SOLE | Evermay | 600 | 0 | 5,669 | |
VANGUARD WORLD FD | MEGA GRWTH IND | 921910816 | 52 | 300 | SH | SOLE | Evermay | 0 | 0 | 300 | |
VANGUARD WORLD FDS | ENERGY ETF | 92204A306 | 52 | 506 | SH | SOLE | Evermay | 0 | 0 | 506 | |
VANGUARD WORLD FDS | MATERIALS ETF | 92204A801 | 201 | 1,350 | SH | SOLE | Evermay | 0 | 0 | 1,350 | |
VEEVA SYS INC | CL A COM | 922475108 | 1 | 5 | SH | SOLE | Evermay | 0 | 0 | 5 | |
VERISK ANALYTICS INC | COM | 92345Y106 | 183 | 1,075 | SH | SOLE | Evermay | 265 | 0 | 810 | |
VERIZON COMMUNICATIONS INC | COM | 92343V104 | 306 | 8,065 | SH | SOLE | Evermay | 318 | 0 | 7,747 | |
VIATRIS INC | COM | 92556V106 | 11 | 1,273 | SH | SOLE | Evermay | 0 | 0 | 1,273 | |
VIRTUS TOTAL RETURN FD INC | COM | 92835W107 | 3 | 547 | SH | SOLE | Evermay | 0 | 0 | 547 | |
VISA INC | COM CL A | 92826C839 | 1,993 | 11,220 | SH | SOLE | Evermay | 83 | 0 | 11,137 | |
VODAFONE GROUP PLC NEW | SPONSORED ADR | 92857W308 | 2 | 182 | SH | SOLE | Evermay | 0 | 0 | 182 | |
VONTIER CORPORATION | COM | 928881101 | 10 | 602 | SH | SOLE | Evermay | 0 | 0 | 602 | |
VORNADO RLTY TR | SH BEN INT | 929042109 | 0 | 15 | SH | SOLE | Evermay | 0 | 0 | 15 | |
VULCAN MATLS CO | COM | 929160109 | 205 | 1,300 | SH | SOLE | Evermay | 0 | 0 | 1,300 | |
WALGREENS BOOTS ALLIANCE INC | COM | 931427108 | 155 | 4,950 | SH | SOLE | Evermay | 3,650 | 0 | 1,300 | |
WALMART INC | COM | 931142103 | 249 | 1,917 | SH | SOLE | Evermay | 705 | 0 | 1,212 | |
WARNER BROS DISCOVERY INC | COM SER A | 934423104 | 8 | 718 | SH | SOLE | Evermay | 423 | 0 | 295 | |
WASHINGTON REAL ESTATE INVT | SH BEN INT | 939653101 | 4 | 200 | SH | SOLE | Evermay | 0 | 0 | 200 | |
WASTE MGMT INC DEL | COM | 94106L109 | 13 | 80 | SH | SOLE | Evermay | 0 | 0 | 80 | |
WATSCO INC | COM | 942622200 | 91 | 353 | SH | SOLE | Evermay | 0 | 0 | 353 | |
WEC ENERGY GROUP INC | COM | 92939U106 | 25 | 278 | SH | SOLE | Evermay | 0 | 0 | 278 | |
WELLS FARGO CO NEW | COM | 949746101 | 334 | 8,304 | SH | SOLE | Evermay | 0 | 0 | 8,304 | |
WELLTOWER INC | COM | 95040Q104 | 10 | 149 | SH | SOLE | Evermay | 0 | 0 | 149 | |
WESBANCO INC | COM | 950810101 | 34 | 1,000 | SH | SOLE | Evermay | 0 | 0 | 1,000 | |
WEYERHAEUSER CO MTN BE | COM NEW | 962166104 | 5 | 160 | SH | SOLE | Evermay | 0 | 0 | 160 | |
WISDOMTREE TR | CHINADIV EX FI | 97717X719 | 1 | 32 | SH | SOLE | Evermay | 0 | 0 | 32 | |
WISDOMTREE TR | EM EX ST-OWNED | 97717X578 | 5,142 | 208,859 | SH | SOLE | Evermay | 5,021 | 0 | 203,838 | |
WISDOMTREE TR | US MIDCAP DIVID | 97717W505 | 73 | 1,935 | SH | SOLE | Evermay | 0 | 0 | 1,935 | |
WISDOMTREE TR | US SMALLCAP DIVD | 97717W604 | 105 | 4,085 | SH | SOLE | Evermay | 0 | 0 | 4,085 | |
YUM BRANDS INC | COM | 988498101 | 1,043 | 9,805 | SH | SOLE | Evermay | 0 | 0 | 9,805 | |
YUM CHINA HLDGS INC | COM | 98850P109 | 416 | 8,783 | SH | SOLE | Evermay | 0 | 0 | 8,783 | |
ZIMMER BIOMET HOLDINGS INC | COM | 98956P102 | 187 | 1,788 | SH | SOLE | Evermay | 178 | 0 | 1,610 | |
ZIMVIE INC | COM | 98888T107 | 1 | 108 | SH | SOLE | Evermay | 0 | 0 | 108 | |
ZOETIS INC | CL A | 98978V103 | 4 | 28 | SH | SOLE | Evermay | 0 | 0 | 28 | |
ZTO EXPRESS CAYMAN INC | SPONSORED ADS A | 98980A105 | 6 | 250 | SH | SOLE | Evermay | 0 | 0 | 250 |