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 | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
3M CO | COM | 88579Y101 | 240,679 | 2,007 | SH | SOLE | Evermay | 0 | 0 | 2,007 | ||
ABB LTD | SPONSORED ADR | 000375204 | 3,655 | 120 | SH | SOLE | Evermay | 0 | 0 | 120 | ||
ABBOTT LABS | COM | 002824100 | 481,868 | 4,389 | SH | SOLE | Evermay | 938 | 0 | 3,451 | ||
ABBVIE INC | COM | 00287Y109 | 1,387,260 | 8,584 | SH | SOLE | Evermay | 600 | 0 | 7,984 | ||
ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 | 781,841 | 2,930 | SH | SOLE | Evermay | 900 | 0 | 2,030 | ||
ACCO BRANDS CORP | COM | 00081T108 | 4,997 | 894 | SH | SOLE | Evermay | 0 | 0 | 894 | ||
ACTIVISION BLIZZARD INC | COM | 00507V109 | 60,015 | 784 | SH | SOLE | Evermay | 0 | 0 | 784 | ||
ADOBE SYSTEMS INCORPORATED | COM | 00724F101 | 362,779 | 1,078 | SH | SOLE | Evermay | 0 | 0 | 1,078 | ||
ADVANCED MICRO DEVICES INC | COM | 007903107 | 58,746 | 907 | SH | SOLE | Evermay | 0 | 0 | 907 | ||
ADVISORSHARES TR | HOTEL ETF | 00768Y396 | 915 | 40 | SH | SOLE | Evermay | 0 | 0 | 40 | ||
AEROJET ROCKETDYNE HLDGS INC | COM | 007800105 | 2,796 | 50 | SH | SOLE | Evermay | 0 | 0 | 50 | ||
AES CORP | COM | 00130H105 | 152,428 | 5,300 | SH | SOLE | Evermay | 0 | 0 | 5,300 | ||
AGNICO EAGLE MINES LTD | COM | 008474108 | 8,318 | 160 | SH | SOLE | Evermay | 0 | 0 | 160 | ||
AIR PRODS & CHEMS INC | COM | 009158106 | 1,010,222 | 3,267 | SH | SOLE | Evermay | 0 | 0 | 3,267 | ||
AIRBNB INC | COM CL A | 009066101 | 21,375 | 250 | SH | SOLE | Evermay | 0 | 0 | 250 | ||
ALBEMARLE CORP | COM | 012653101 | 18,216 | 84 | SH | SOLE | Evermay | 0 | 0 | 84 | ||
ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 32,329 | 367 | SH | SOLE | Evermay | 0 | 0 | 367 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 3,402,502 | 38,564 | SH | SOLE | Evermay | 200 | 0 | 38,364 | ||
ALPHABET INC | CAP STK CL C | 02079K107 | 686,327 | 7,735 | SH | SOLE | Evermay | 0 | 0 | 7,735 | ||
ALTRIA GROUP INC | COM | 02209S103 | 149,809 | 3,216 | SH | SOLE | Evermay | 0 | 0 | 3,216 | ||
AMAZON COM INC | COM | 023135106 | 4,433,436 | 52,779 | SH | SOLE | Evermay | 440 | 0 | 52,339 | ||
AMERICAN EXPRESS CO | COM | 025816109 | 613,606 | 4,153 | SH | SOLE | Evermay | 1,600 | 0 | 2,553 | ||
AMERICAN OUTDOOR BRANDS INC | COM | 02875D109 | 1,002 | 100 | SH | SOLE | Evermay | 0 | 0 | 100 | ||
AMERICAN TOWER CORP NEW | COM | 03027X100 | 335,845 | 1,574 | SH | SOLE | Evermay | 0 | 0 | 1,574 | ||
AMERICAN WOODMARK CORPORATIO | COM | 030506109 | 29,316 | 600 | SH | SOLE | Evermay | 0 | 0 | 600 | ||
AMERICAN WTR WKS CO INC NEW | COM | 030420103 | 167,510 | 1,099 | SH | SOLE | Evermay | 0 | 0 | 1,099 | ||
AMERIPRISE FINL INC | COM | 03076C106 | 45,460 | 146 | SH | SOLE | Evermay | 0 | 0 | 146 | ||
AMERISOURCEBERGEN CORP | COM | 03073E105 | 57,998 | 350 | SH | SOLE | Evermay | 0 | 0 | 350 | ||
AMETEK INC | COM | 031100100 | 57,984 | 415 | SH | SOLE | Evermay | 0 | 0 | 415 | ||
AMGEN INC | COM | 031162100 | 584,899 | 2,227 | SH | SOLE | Evermay | 0 | 0 | 2,227 | ||
AMPHENOL CORP NEW | CL A | 032095101 | 224,360 | 2,940 | SH | SOLE | Evermay | 0 | 0 | 2,940 | ||
AMPLIFY ETF TR | BLOCKCHAIN LDR | 032108607 | 6,048 | 400 | SH | SOLE | Evermay | 0 | 0 | 400 | ||
ANALOG DEVICES INC | COM | 032654105 | 11,318 | 69 | SH | SOLE | Evermay | 0 | 0 | 69 | ||
ANNALY CAPITAL MANAGEMENT IN | COM NEW | 035710839 | 32,106 | 1,462 | SH | SOLE | Evermay | 0 | 0 | 1,462 | ||
APPIAN CORP | CL A | 03782L101 | 47,212 | 1,450 | SH | SOLE | Evermay | 0 | 0 | 1,450 | ||
APPLE INC | COM | 037833100 | 9,404,387 | 72,380 | SH | SOLE | Evermay | 2,634 | 0 | 69,746 | ||
APPLIED MATLS INC | COM | 038222105 | 464,405 | 4,769 | SH | SOLE | Evermay | 0 | 0 | 4,769 | ||
ARCH CAP GROUP LTD | ORD | G0450A105 | 669,611 | 10,666 | SH | SOLE | Evermay | 0 | 0 | 10,666 | ||
ARCHER DANIELS MIDLAND CO | COM | 039483102 | 16,713 | 180 | SH | SOLE | Evermay | 0 | 0 | 180 | ||
ARES CAPITAL CORP | COM | 04010L103 | 3,602 | 195 | SH | SOLE | Evermay | 0 | 0 | 195 | ||
ARK ETF TR | GENOMIC REV ETF | 00214Q302 | 480 | 17 | SH | SOLE | Evermay | 0 | 0 | 17 | ||
ARK ETF TR | INNOVATION ETF | 00214Q104 | 1,096 | 35 | SH | SOLE | Evermay | 0 | 0 | 35 | ||
ASANA INC | CL A | 04342Y104 | 275 | 20 | SH | SOLE | Evermay | 0 | 0 | 20 | ||
ASSURANT INC | COM | 04621X108 | 105,050 | 840 | SH | SOLE | Evermay | 670 | 0 | 170 | ||
AT&T INC | COM | 00206R102 | 66,221 | 3,597 | SH | SOLE | Evermay | 3,000 | 0 | 597 | ||
ATLANTIC UN BANKSHARES CORP | COM | 04911A107 | 108,793 | 3,096 | SH | SOLE | Evermay | 0 | 0 | 3,096 | ||
AURORA CANNABIS INC | COM | 05156X884 | 46 | 50 | SH | SOLE | Evermay | 0 | 0 | 50 | ||
AUTODESK INC | COM | 052769106 | 32,702 | 175 | SH | SOLE | Evermay | 0 | 0 | 175 | ||
AUTOMATIC DATA PROCESSING IN | COM | 053015103 | 848,621 | 3,541 | SH | SOLE | Evermay | 1,606 | 0 | 1,935 | ||
AVANGRID INC | COM | 05351W103 | 34,389 | 792 | SH | SOLE | Evermay | 0 | 0 | 792 | ||
AZZ INC | COM | 002474104 | 846 | 21 | SH | SOLE | Evermay | 0 | 0 | 21 | ||
BALL CORP | COM | 058498106 | 196,838 | 3,849 | SH | SOLE | Evermay | 0 | 0 | 3,849 | ||
BANK AMERICA CORP | COM | 060505104 | 389,657 | 11,765 | SH | SOLE | Evermay | 0 | 0 | 11,765 | ||
BANK NEW YORK MELLON CORP | COM | 064058100 | 139,155 | 3,057 | SH | SOLE | Evermay | 0 | 0 | 3,057 | ||
BAXTER INTL INC | COM | 071813109 | 33,080 | 649 | SH | SOLE | Evermay | 0 | 0 | 649 | ||
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 3,112,476 | 10,076 | SH | SOLE | Evermay | 310 | 0 | 9,766 | ||
BEST BUY INC | COM | 086516101 | 10,542 | 130 | SH | SOLE | Evermay | 0 | 0 | 130 | ||
BIOGEN INC | COM | 09062X103 | 1,385 | 5 | SH | SOLE | Evermay | 0 | 0 | 5 | ||
BLACKLINE INC | COM | 09239B109 | 30,272 | 450 | SH | SOLE | Evermay | 0 | 0 | 450 | ||
BLACKROCK ENERGY & RES TR | COM | 09250U101 | 72,674 | 5,800 | SH | SOLE | Evermay | 0 | 0 | 5,800 | ||
BLACKROCK INC | COM | 09247X101 | 385,571 | 544 | SH | SOLE | Evermay | 0 | 0 | 544 | ||
BLACKSTONE INC | COM | 09260D107 | 186,217 | 2,510 | SH | SOLE | Evermay | 0 | 0 | 2,510 | ||
BLACKSTONE SECD LENDING FD | COMMON STOCK | 09261X102 | 46 | 2 | SH | SOLE | Evermay | 0 | 0 | 2 | ||
BLOCK INC | CL A | 852234103 | 20,737 | 330 | SH | SOLE | Evermay | 0 | 0 | 330 | ||
BOEING CO | COM | 097023105 | 137,153 | 720 | SH | SOLE | Evermay | 0 | 0 | 720 | ||
BOOKING HOLDINGS INC | COM | 09857L108 | 141,070 | 70 | SH | SOLE | Evermay | 0 | 0 | 70 | ||
BORGWARNER INC | COM | 099724106 | 52,325 | 1,300 | SH | SOLE | Evermay | 0 | 0 | 1,300 | ||
BOSTON OMAHA CORP | CL A COM STK | 101044105 | 26,500 | 1,000 | SH | SOLE | Evermay | 0 | 0 | 1,000 | ||
BOSTON SCIENTIFIC CORP | COM | 101137107 | 16,657 | 360 | SH | SOLE | Evermay | 0 | 0 | 360 | ||
BRIGHTHOUSE FINL INC | COM | 10922N103 | 154 | 3 | SH | SOLE | Evermay | 0 | 0 | 3 | ||
BRISTOL-MYERS SQUIBB CO | COM | 110122108 | 1,015,790 | 14,118 | SH | SOLE | Evermay | 3,550 | 0 | 10,568 | ||
BROADCOM INC | COM | 11135F101 | 744,761 | 1,332 | SH | SOLE | Evermay | 0 | 0 | 1,332 | ||
BROADSTONE NET LEASE INC | COM | 11135E203 | 1,092,043 | 66,747 | SH | SOLE | Evermay | 0 | 0 | 66,747 | ||
BROOKFIELD INFRAST PARTNERS | LP INT UNIT | G16252101 | 4,648 | 150 | SH | SOLE | Evermay | 0 | 0 | 150 | ||
BROWN & BROWN INC | COM | 115236101 | 967,351 | 16,980 | SH | SOLE | Evermay | 0 | 0 | 16,980 | ||
BUTTERFLY NETWORK INC | COM CL A | 124155102 | 25 | 10 | SH | SOLE | Evermay | 0 | 0 | 10 | ||
C H ROBINSON WORLDWIDE INC | COM NEW | 12541W209 | 11,521 | 125 | SH | SOLE | Evermay | 0 | 0 | 125 | ||
CANADIAN NAT RES LTD | COM | 136385101 | 101,081 | 1,800 | SH | SOLE | Evermay | 0 | 0 | 1,800 | ||
CAPITAL ONE FINL CORP | COM | 14040H105 | 110,622 | 1,190 | SH | SOLE | Evermay | 0 | 0 | 1,190 | ||
CARETRUST REIT INC | COM | 14174T107 | 29,470 | 1,563 | SH | SOLE | Evermay | 0 | 0 | 1,563 | ||
CARLYLE GROUP INC | COM | 14316J108 | 9,191 | 308 | SH | SOLE | Evermay | 0 | 0 | 308 | ||
CARMAX INC | COM | 143130102 | 11,326 | 186 | SH | SOLE | Evermay | 0 | 0 | 186 | ||
CARNIVAL CORP | COMMON STOCK | 143658300 | 8,947 | 1,110 | SH | SOLE | Evermay | 0 | 0 | 1,110 | ||
CARRIER GLOBAL CORPORATION | COM | 14448C104 | 105,352 | 2,548 | SH | SOLE | Evermay | 0 | 0 | 2,548 | ||
CATERPILLAR INC | COM | 149123101 | 432,262 | 1,804 | SH | SOLE | Evermay | 0 | 0 | 1,804 | ||
CBOE GLOBAL MKTS INC | COM | 12503M108 | 78,042 | 622 | SH | SOLE | Evermay | 622 | 0 | 0 | ||
CBRE GROUP INC | CL A | 12504L109 | 155,228 | 2,017 | SH | SOLE | Evermay | 0 | 0 | 2,017 | ||
CEDAR FAIR L P | DEPOSITRY UNIT | 150185106 | 496 | 12 | SH | SOLE | Evermay | 0 | 0 | 12 | ||
CENTRUS ENERGY CORP | CL A | 15643U104 | 81,200 | 2,500 | SH | SOLE | Evermay | 0 | 0 | 2,500 | ||
CF INDS HLDGS INC | COM | 125269100 | 10,224 | 120 | SH | SOLE | Evermay | 0 | 0 | 120 | ||
CHART INDS INC | COM | 16115Q308 | 97,946 | 850 | SH | SOLE | Evermay | 0 | 0 | 850 | ||
CHEVRON CORP NEW | COM | 166764100 | 552,045 | 3,076 | SH | SOLE | Evermay | 0 | 0 | 3,076 | ||
CHEWY INC | CL A | 16679L109 | 1,854 | 50 | SH | SOLE | Evermay | 0 | 0 | 50 | ||
CHIPOTLE MEXICAN GRILL INC | COM | 169656105 | 115,162 | 83 | SH | SOLE | Evermay | 0 | 0 | 83 | ||
CHUBB LIMITED | COM | H1467J104 | 148,316 | 671 | SH | SOLE | Evermay | 0 | 0 | 671 | ||
CHURCH & DWIGHT CO INC | COM | 171340102 | 13,301 | 165 | SH | SOLE | Evermay | 0 | 0 | 165 | ||
CIGNA CORP NEW | COM | 125523100 | 23,194 | 70 | SH | SOLE | Evermay | 0 | 0 | 70 | ||
CINCINNATI FINL CORP | COM | 172062101 | 41,232 | 400 | SH | SOLE | Evermay | 0 | 0 | 400 | ||
CISCO SYS INC | COM | 17275R102 | 985,348 | 20,683 | SH | SOLE | Evermay | 1,153 | 0 | 19,530 | ||
CITIGROUP INC | COM NEW | 172967424 | 2,623 | 58 | SH | SOLE | Evermay | 0 | 0 | 58 | ||
CITIZENS FINL GROUP INC | COM | 174610105 | 1,890 | 48 | SH | SOLE | Evermay | 0 | 0 | 48 | ||
CLOROX CO DEL | COM | 189054109 | 104,967 | 748 | SH | SOLE | Evermay | 0 | 0 | 748 | ||
CME GROUP INC | COM | 12572Q105 | 84,080 | 500 | SH | SOLE | Evermay | 0 | 0 | 500 | ||
COCA COLA CO | COM | 191216100 | 532,479 | 8,371 | SH | SOLE | Evermay | 0 | 0 | 8,371 | ||
COGNIZANT TECHNOLOGY SOLUTIO | CL A | 192446102 | 11,438 | 200 | SH | SOLE | Evermay | 0 | 0 | 200 | ||
COINBASE GLOBAL INC | COM CL A | 19260Q107 | 2,300 | 65 | SH | SOLE | Evermay | 0 | 0 | 65 | ||
COLGATE PALMOLIVE CO | COM | 194162103 | 333,992 | 4,239 | SH | SOLE | Evermay | 0 | 0 | 4,239 | ||
COMCAST CORP NEW | CL A | 20030N101 | 526,159 | 15,046 | SH | SOLE | Evermay | 1,670 | 0 | 13,376 | ||
COMPASS DIVERSIFIED | SH BEN INT | 20451Q104 | 57,169 | 3,136 | SH | SOLE | Evermay | 0 | 0 | 3,136 | ||
COMPASS INC | CL A | 20464U100 | 979 | 420 | SH | SOLE | Evermay | 0 | 0 | 420 | ||
CONSOLIDATED EDISON INC | COM | 209115104 | 9,531 | 100 | SH | SOLE | Evermay | 0 | 0 | 100 | ||
CONSTELLATION BRANDS INC | CL A | 21036P108 | 93,627 | 404 | SH | SOLE | Evermay | 344 | 0 | 60 | ||
COOPER COS INC | COM NEW | 216648402 | 119,041 | 360 | SH | SOLE | Evermay | 0 | 0 | 360 | ||
CORNING INC | COM | 219350105 | 49,507 | 1,550 | SH | SOLE | Evermay | 0 | 0 | 1,550 | ||
CORTEVA INC | COM | 22052L104 | 411 | 7 | SH | SOLE | Evermay | 0 | 0 | 7 | ||
COSTCO WHSL CORP NEW | COM | 22160K105 | 1,227,360 | 2,689 | SH | SOLE | Evermay | 325 | 0 | 2,364 | ||
CRISPR THERAPEUTICS AG | NAMEN AKT | H17182108 | 5,284 | 130 | SH | SOLE | Evermay | 0 | 0 | 130 | ||
CROWDSTRIKE HLDGS INC | CL A | 22788C105 | 5,264 | 50 | SH | SOLE | Evermay | 0 | 0 | 50 | ||
CROWN CASTLE INC | COM | 22822V101 | 28,349 | 209 | SH | SOLE | Evermay | 0 | 0 | 209 | ||
CSX CORP | COM | 126408103 | 308,654 | 9,963 | SH | SOLE | Evermay | 0 | 0 | 9,963 | ||
CUMMINS INC | COM | 231021106 | 196,739 | 812 | SH | SOLE | Evermay | 0 | 0 | 812 | ||
CVS HEALTH CORP | COM | 126650100 | 245,928 | 2,639 | SH | SOLE | Evermay | 0 | 0 | 2,639 | ||
D R HORTON INC | COM | 23331A109 | 489,200 | 5,488 | SH | SOLE | Evermay | 0 | 0 | 5,488 | ||
DANAHER CORPORATION | COM | 235851102 | 3,332,675 | 12,545 | SH | SOLE | Evermay | 0 | 0 | 12,545 | ||
DATADOG INC | CL A COM | 23804L103 | 74 | 1 | SH | SOLE | Evermay | 0 | 0 | 1 | ||
DEERE & CO | COM | 244199105 | 67,324 | 157 | SH | SOLE | Evermay | 0 | 0 | 157 | ||
DELTA AIR LINES INC DEL | COM NEW | 247361702 | 16,430 | 500 | SH | SOLE | Evermay | 0 | 0 | 500 | ||
DELUXE CORP | COM | 248019101 | 3,413 | 201 | SH | SOLE | Evermay | 0 | 0 | 201 | ||
DENTSPLY SIRONA INC | COM | 24906P109 | 25,547 | 800 | SH | SOLE | Evermay | 0 | 0 | 800 | ||
DESKTOP METAL INC | COM CL A | 25058X105 | 41 | 30 | SH | SOLE | Evermay | 0 | 0 | 30 | ||
DEVON ENERGY CORP NEW | COM | 25179M103 | 24,296 | 395 | SH | SOLE | Evermay | 0 | 0 | 395 | ||
DIGITAL RLTY TR INC | COM | 253868103 | 61,601 | 606 | SH | SOLE | Evermay | 0 | 0 | 606 | ||
DIGITAL WORLD ACQUISITION CO | CLASS A COM | 25400Q105 | 345 | 23 | SH | SOLE | Evermay | 0 | 0 | 23 | ||
DIGITALOCEAN HLDGS INC | COM | 25402D102 | 12,735 | 500 | SH | SOLE | Evermay | 0 | 0 | 500 | ||
DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 | 327,398 | 13,075 | SH | SOLE | Evermay | 0 | 0 | 13,075 | ||
DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 | 74,192 | 2,216 | SH | SOLE | Evermay | 0 | 0 | 2,216 | ||
DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 | 23,734 | 464 | SH | SOLE | Evermay | 0 | 0 | 464 | ||
DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | 7,472 | 170 | SH | SOLE | Evermay | 0 | 0 | 170 | ||
DISCOVER FINL SVCS | COM | 254709108 | 105,167 | 1,075 | SH | SOLE | Evermay | 0 | 0 | 1,075 | ||
DISH NETWORK CORPORATION | CL A | 25470M109 | 42 | 3 | SH | SOLE | Evermay | 0 | 0 | 3 | ||
DISNEY WALT CO | COM | 254687106 | 291,135 | 3,351 | SH | SOLE | Evermay | 0 | 0 | 3,351 | ||
DOCUSIGN INC | COM | 256163106 | 27,765 | 501 | SH | SOLE | Evermay | 0 | 0 | 501 | ||
DOLLAR TREE INC | COM | 256746108 | 246,106 | 1,740 | SH | SOLE | Evermay | 0 | 0 | 1,740 | ||
DOMINION ENERGY INC | COM | 25746U109 | 175,927 | 2,869 | SH | SOLE | Evermay | 0 | 0 | 2,869 | ||
DOW INC | COM | 260557103 | 20,055 | 398 | SH | SOLE | Evermay | 0 | 0 | 398 | ||
DRAFTKINGS INC NEW | COM CL A | 26142V105 | 570 | 50 | SH | SOLE | Evermay | 0 | 0 | 50 | ||
DREAM FINDERS HOMES INC | COM CL A | 26154D100 | 8,660 | 1,000 | SH | SOLE | Evermay | 0 | 0 | 1,000 | ||
DUKE ENERGY CORP NEW | COM NEW | 26441C204 | 1,435,887 | 13,942 | SH | SOLE | Evermay | 0 | 0 | 13,942 | ||
DUPONT DE NEMOURS INC | COM | 26614N102 | 81,807 | 1,192 | SH | SOLE | Evermay | 0 | 0 | 1,192 | ||
DXC TECHNOLOGY CO | COM | 23355L106 | 212 | 8 | SH | SOLE | Evermay | 0 | 0 | 8 | ||
EASTGROUP PPTYS INC | COM | 277276101 | 133,994 | 905 | SH | SOLE | Evermay | 0 | 0 | 905 | ||
EATON CORP PLC | SHS | G29183103 | 807,351 | 5,144 | SH | SOLE | Evermay | 0 | 0 | 5,144 | ||
ECOLAB INC | COM | 278865100 | 180,111 | 1,233 | SH | SOLE | Evermay | 1,200 | 0 | 33 | ||
ELECTRONIC ARTS INC | COM | 285512109 | 65,366 | 535 | SH | SOLE | Evermay | 0 | 0 | 535 | ||
ELEVANCE HEALTH INC | COM | 036752103 | 754,066 | 1,470 | SH | SOLE | Evermay | 413 | 0 | 1,057 | ||
ELME COMMUNITIES | SH BEN INT | 939653101 | 3,594 | 200 | SH | SOLE | Evermay | 0 | 0 | 200 | ||
EMERSON ELEC CO | COM | 291011104 | 314,500 | 3,274 | SH | SOLE | Evermay | 0 | 0 | 3,274 | ||
ENERGIZER HLDGS INC NEW | COM | 29272W109 | 62,537 | 1,864 | SH | SOLE | Evermay | 0 | 0 | 1,864 | ||
ENERGY VAULT HOLDINGS INC | COM | 29280W109 | 156 | 50 | SH | SOLE | Evermay | 0 | 0 | 50 | ||
ENTERGY CORP NEW | COM | 29364G103 | 12,836 | 114 | SH | SOLE | Evermay | 0 | 0 | 114 | ||
ENTERPRISE PRODS PARTNERS L | COM | 293792107 | 391,805 | 16,244 | SH | SOLE | Evermay | 0 | 0 | 16,244 | ||
EOG RES INC | COM | 26875P101 | 19,428 | 150 | SH | SOLE | Evermay | 0 | 0 | 150 | ||
EPR PPTYS | COM SH BEN INT | 26884U109 | 18,998 | 500 | SH | SOLE | Evermay | 0 | 0 | 500 | ||
EQUITY COMWLTH | 6.5% CNV PFD D | 294628201 | 34,698 | 1,385 | SH | SOLE | Evermay | 0 | 0 | 1,385 | ||
ETF MANAGERS TR | ETFMG ALTR HRVST | 26924G508 | 85 | 20 | SH | SOLE | Evermay | 0 | 0 | 20 | ||
ETF MANAGERS TR | PRIME CYBR SCRTY | 26924G201 | 46,473 | 1,055 | SH | SOLE | Evermay | 0 | 0 | 1,055 | ||
ETF SER SOLUTIONS | US GLB JETS | 26922A842 | 860 | 50 | SH | SOLE | Evermay | 0 | 0 | 50 | ||
EVERGY INC | COM | 30034W106 | 14,474 | 230 | SH | SOLE | Evermay | 0 | 0 | 230 | ||
EXACT SCIENCES CORP | COM | 30063P105 | 2,476 | 50 | SH | SOLE | Evermay | 0 | 0 | 50 | ||
EXCHANGE TRADED CONCEPTS TR | ROBO GLB ETF | 301505707 | 53,743 | 1,160 | SH | SOLE | Evermay | 0 | 0 | 1,160 | ||
EXXON MOBIL CORP | COM | 30231G102 | 1,085,573 | 9,842 | SH | SOLE | Evermay | 0 | 0 | 9,842 | ||
FASTENAL CO | COM | 311900104 | 227,325 | 4,804 | SH | SOLE | Evermay | 0 | 0 | 4,804 | ||
FEDEX CORP | COM | 31428X106 | 9,984 | 57 | SH | SOLE | Evermay | 0 | 0 | 57 | ||
FIFTH THIRD BANCORP | COM | 316773100 | 2,386 | 72 | SH | SOLE | Evermay | 0 | 0 | 72 | ||
FIRST SOLAR INC | COM | 336433107 | 2,247 | 15 | SH | SOLE | Evermay | 0 | 0 | 15 | ||
FIRST TR VALUE LINE DIVID IN | SHS | 33734H106 | 26,261 | 658 | SH | SOLE | Evermay | 0 | 0 | 658 | ||
FISERV INC | COM | 337738108 | 80,856 | 800 | SH | SOLE | Evermay | 0 | 0 | 800 | ||
FIVERR INTL LTD | ORD SHS | M4R82T106 | 4,371 | 150 | SH | SOLE | Evermay | 0 | 0 | 150 | ||
FLEXSHARES TR | QUALT DIVD IDX | 33939L860 | 123,610 | 2,350 | SH | SOLE | Evermay | 0 | 0 | 2,350 | ||
FLOWERS FOODS INC | COM | 343498101 | 12,933 | 450 | SH | SOLE | Evermay | 0 | 0 | 450 | ||
FORD MTR CO DEL | COM | 345370860 | 5,740 | 494 | SH | SOLE | Evermay | 0 | 0 | 494 | ||
FORTIVE CORP | COM | 34959J108 | 230,979 | 3,595 | SH | SOLE | Evermay | 0 | 0 | 3,595 | ||
FORTUNE BRANDS INNOVATIONS I | COM | 34964C106 | 121,587 | 2,129 | SH | SOLE | Evermay | 0 | 0 | 2,129 | ||
FRANCO NEV CORP | COM | 351858105 | 62,098 | 455 | SH | SOLE | Evermay | 0 | 0 | 455 | ||
FRANKLIN RESOURCES INC | COM | 354613101 | 369 | 14 | SH | SOLE | Evermay | 0 | 0 | 14 | ||
FTI CONSULTING INC | COM | 302941109 | 7,940 | 50 | SH | SOLE | Evermay | 0 | 0 | 50 | ||
FULTON FINL CORP PA | COM | 360271100 | 203,403 | 11,979 | SH | SOLE | Evermay | 0 | 0 | 11,979 | ||
FVCBANKCORP INC | COM | 36120Q101 | 272,339 | 14,281 | SH | SOLE | Evermay | 0 | 0 | 14,281 | ||
GENERAC HLDGS INC | COM | 368736104 | 132,972 | 1,321 | SH | SOLE | Evermay | 0 | 0 | 1,321 | ||
GENERAL DYNAMICS CORP | COM | 369550108 | 515,821 | 2,079 | SH | SOLE | Evermay | 475 | 0 | 1,604 | ||
GENERAL ELECTRIC CO | COM NEW | 369604301 | 183,083 | 2,183 | SH | SOLE | Evermay | 1,017 | 0 | 1,166 | ||
GENERAL MLS INC | COM | 370334104 | 224,260 | 2,675 | SH | SOLE | Evermay | 0 | 0 | 2,675 | ||
GENERAL MTRS CO | COM | 37045V100 | 73,335 | 2,180 | SH | SOLE | Evermay | 0 | 0 | 2,180 | ||
GENUINE PARTS CO | COM | 372460105 | 64,530 | 370 | SH | SOLE | Evermay | 0 | 0 | 370 | ||
GILEAD SCIENCES INC | COM | 375558103 | 12,878 | 150 | SH | SOLE | Evermay | 0 | 0 | 150 | ||
GLADSTONE COMMERCIAL CORP | COM | 376536108 | 77,978 | 4,215 | SH | SOLE | Evermay | 0 | 0 | 4,215 | ||
GLOBAL X FDS | AUTONMOUS EV ETF | 37954Y624 | 3,201 | 160 | SH | SOLE | Evermay | 0 | 0 | 160 | ||
GLOBAL X FDS | LITHIUM BTRY ETF | 37954Y855 | 1,360 | 23 | SH | SOLE | Evermay | 0 | 0 | 23 | ||
GLOBE LIFE INC | COM | 37959E102 | 81,371 | 675 | SH | SOLE | Evermay | 0 | 0 | 675 | ||
GLOBUS MED INC | CL A | 379577208 | 1,634 | 22 | SH | SOLE | Evermay | 0 | 0 | 22 | ||
GOLDMAN SACHS ETF TR | ACES ULTRA SHR | 381430230 | 1,481,657 | 29,827 | SH | SOLE | Evermay | 0 | 0 | 29,827 | ||
GOLDMAN SACHS GROUP INC | COM | 38141G104 | 67,646 | 197 | SH | SOLE | Evermay | 0 | 0 | 197 | ||
GRAB HOLDINGS LIMITED | *W EXP 12/01/202 | G4124C117 | 27 | 50 | SH | SOLE | Evermay | 0 | 0 | 50 | ||
GRAB HOLDINGS LIMITED | CLASS A ORD | G4124C109 | 483 | 150 | SH | SOLE | Evermay | 0 | 0 | 150 | ||
GRAHAM HLDGS CO | COM CL B | 384637104 | 3,021 | 5 | SH | SOLE | Evermay | 0 | 0 | 5 | ||
GSK PLC | SPONSORED ADR | 37733W204 | 7,024 | 198 | SH | SOLE | Evermay | 0 | 0 | 198 | ||
GXO LOGISTICS INCORPORATED | COMMON STOCK | 36262G101 | 427 | 10 | SH | SOLE | Evermay | 0 | 0 | 10 | ||
HAGERTY INC | CL A COM | 405166109 | 2,944 | 350 | SH | SOLE | Evermay | 0 | 0 | 350 | ||
HARLEY DAVIDSON INC | COM | 412822108 | 1,331 | 32 | SH | SOLE | Evermay | 0 | 0 | 32 | ||
HERON THERAPEUTICS INC | COM | 427746102 | 250 | 100 | SH | SOLE | Evermay | 0 | 0 | 100 | ||
HEWLETT PACKARD ENTERPRISE C | COM | 42824C109 | 6,172 | 384 | SH | SOLE | Evermay | 0 | 0 | 384 | ||
HOME DEPOT INC | COM | 437076102 | 2,554,334 | 8,087 | SH | SOLE | Evermay | 1,322 | 0 | 6,765 | ||
HONEYWELL INTL INC | COM | 438516106 | 635,614 | 2,966 | SH | SOLE | Evermay | 560 | 0 | 2,406 | ||
HP INC | COM | 40434L105 | 18,489 | 681 | SH | SOLE | Evermay | 0 | 0 | 681 | ||
HUBBELL INC | COM | 443510607 | 49,283 | 210 | SH | SOLE | Evermay | 0 | 0 | 210 | ||
HUNTINGTON BANCSHARES INC | COM | 446150104 | 2,395 | 168 | SH | SOLE | Evermay | 0 | 0 | 168 | ||
HUNTSMAN CORP | COM | 447011107 | 4,287 | 156 | SH | SOLE | Evermay | 0 | 0 | 156 | ||
ILLINOIS TOOL WKS INC | COM | 452308109 | 142,688 | 645 | SH | SOLE | Evermay | 0 | 0 | 645 | ||
ILLUMINA INC | COM | 452327109 | 44,484 | 220 | SH | SOLE | Evermay | 0 | 0 | 220 | ||
INTEL CORP | COM | 458140100 | 172,652 | 6,532 | SH | SOLE | Evermay | 1,370 | 0 | 5,162 | ||
INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 | 383,481 | 3,738 | SH | SOLE | Evermay | 1,065 | 0 | 2,673 | ||
INTERNATIONAL BUSINESS MACHS | COM | 459200101 | 115,248 | 818 | SH | SOLE | Evermay | 0 | 0 | 818 | ||
INTERNATIONAL FLAVORS&FRAGRA | COM | 459506101 | 40,687 | 385 | SH | SOLE | Evermay | 0 | 0 | 385 | ||
INTERNATIONAL PAPER CO | COM | 460146103 | 1,039 | 30 | SH | SOLE | Evermay | 0 | 0 | 30 | ||
INTERPUBLIC GROUP COS INC | COM | 460690100 | 155 | 5 | SH | SOLE | Evermay | 0 | 0 | 5 | ||
INTUITIVE SURGICAL INC | COM NEW | 46120E602 | 31,311 | 118 | SH | SOLE | Evermay | 0 | 0 | 118 | ||
INVESCO ACTVELY MNGD ETC FD | OPTIMUM YIELD | 46090F100 | 5,217 | 353 | SH | SOLE | Evermay | 0 | 0 | 353 | ||
INVESCO EXCH TRD SLF IDX FD | BULSHS 2023 CB | 46138J866 | 831,542 | 39,635 | SH | SOLE | Evermay | 0 | 0 | 39,635 | ||
INVESCO EXCH TRD SLF IDX FD | BULSHS 2024 CB | 46138J841 | 421,747 | 20,588 | SH | SOLE | Evermay | 0 | 0 | 20,588 | ||
INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | 940,876 | 6,661 | SH | SOLE | Evermay | 0 | 0 | 6,661 | ||
INVESCO EXCHANGE TRADED FD T | S&P500 QUALITY | 46137V241 | 1,760 | 40 | SH | SOLE | Evermay | 0 | 0 | 40 | ||
INVESCO QQQ TR | UNIT SER 1 | 46090E103 | 64,972 | 244 | SH | SOLE | Evermay | 0 | 0 | 244 | ||
ISHARES GOLD TR | ISHARES NEW | 464285204 | 346 | 10 | SH | SOLE | Evermay | 0 | 0 | 10 | ||
ISHARES INC | CORE MSCI EMKT | 46434G103 | 1,283,503 | 27,484 | SH | SOLE | Evermay | 590 | 0 | 26,894 | ||
ISHARES INC | MSCI EMERG MRKT | 464286533 | 14,398 | 271 | SH | SOLE | Evermay | 0 | 0 | 271 | ||
ISHARES SILVER TR | ISHARES | 46428Q109 | 32,369 | 1,470 | SH | SOLE | Evermay | 0 | 0 | 1,470 | ||
ISHARES TR | AGGRES ALLOC ETF | 464289859 | 1,434 | 24 | SH | SOLE | Evermay | 0 | 0 | 24 | ||
ISHARES TR | CORE DIV GRWTH | 46434V621 | 305,694 | 6,114 | SH | SOLE | Evermay | 125 | 0 | 5,989 | ||
ISHARES TR | CORE HIGH DV ETF | 46429B663 | 57,853 | 555 | SH | SOLE | Evermay | 0 | 0 | 555 | ||
ISHARES TR | CORE MSCI EAFE | 46432F842 | 101,891 | 1,653 | SH | SOLE | Evermay | 0 | 0 | 1,653 | ||
ISHARES TR | CORE MSCI INTL | 46435G326 | 10,076 | 180 | SH | SOLE | Evermay | 0 | 0 | 180 | ||
ISHARES TR | CORE S&P MCP ETF | 464287507 | 34,788,891 | 143,821 | SH | SOLE | Evermay | 3,905 | 0 | 139,916 | ||
ISHARES TR | CORE S&P SCP ETF | 464287804 | 11,612,613 | 122,703 | SH | SOLE | Evermay | 2,471 | 0 | 120,232 | ||
ISHARES TR | CORE S&P US VLU | 464287663 | 655,235 | 9,277 | SH | SOLE | Evermay | 0 | 0 | 9,277 | ||
ISHARES TR | CORE S&P500 ETF | 464287200 | 15,533,054 | 40,429 | SH | SOLE | Evermay | 2,160 | 0 | 38,269 | ||
ISHARES TR | CYBERSECURITY | 46435U135 | 9,906 | 300 | SH | SOLE | Evermay | 0 | 0 | 300 | ||
ISHARES TR | GL CLEAN ENE ETF | 464288224 | 12,724 | 641 | SH | SOLE | Evermay | 0 | 0 | 641 | ||
ISHARES TR | GLOBAL TECH ETF | 464287291 | 63,793 | 1,423 | SH | SOLE | Evermay | 0 | 0 | 1,423 | ||
ISHARES TR | GRWT ALLOCAT ETF | 464289867 | 24,240 | 514 | SH | SOLE | Evermay | 0 | 0 | 514 | ||
ISHARES TR | IBONDS 23 TRM TS | 46436E882 | 7,549,642 | 305,602 | SH | SOLE | Evermay | 2,100 | 0 | 303,502 | ||
ISHARES TR | IBONDS 24 TRM TS | 46436E874 | 763,045 | 31,983 | SH | SOLE | Evermay | 0 | 0 | 31,983 | ||
ISHARES TR | ISHARES BIOTECH | 464287556 | 6,564 | 50 | SH | SOLE | Evermay | 0 | 0 | 50 | ||
ISHARES TR | MICRO-CAP ETF | 464288869 | 78,608 | 729 | SH | SOLE | Evermay | 0 | 0 | 729 | ||
ISHARES TR | MSCI AC ASIA ETF | 464288182 | 24,630 | 380 | SH | SOLE | Evermay | 0 | 0 | 380 | ||
ISHARES TR | MSCI EAFE ETF | 464287465 | 137,450 | 2,094 | SH | SOLE | Evermay | 1,399 | 0 | 695 | ||
ISHARES TR | MSCI EMG MKT ETF | 464287234 | 40,439 | 1,067 | SH | SOLE | Evermay | 1,067 | 0 | 0 | ||
ISHARES TR | MSCI KLD400 SOC | 464288570 | 9,333 | 130 | SH | SOLE | Evermay | 0 | 0 | 130 | ||
ISHARES TR | MSCI USA MIN VOL | 46429B697 | 407,653 | 5,654 | SH | SOLE | Evermay | 0 | 0 | 5,654 | ||
ISHARES TR | MSCI USA QLT FCT | 46432F339 | 139,373 | 1,223 | SH | SOLE | Evermay | 0 | 0 | 1,223 | ||
ISHARES TR | PFD AND INCM SEC | 464288687 | 22,134 | 725 | SH | SOLE | Evermay | 0 | 0 | 725 | ||
ISHARES TR | ROBOTICS ARTIF | 46435U556 | 17,871 | 700 | SH | SOLE | Evermay | 0 | 0 | 700 | ||
ISHARES TR | RUS 1000 ETF | 464287622 | 78,945 | 375 | SH | SOLE | Evermay | 0 | 0 | 375 | ||
ISHARES TR | RUS 1000 GRW ETF | 464287614 | 971,150 | 4,533 | SH | SOLE | Evermay | 0 | 0 | 4,533 | ||
ISHARES TR | RUS 1000 VAL ETF | 464287598 | 2,587,604 | 17,063 | SH | SOLE | Evermay | 0 | 0 | 17,063 | ||
ISHARES TR | RUS 2000 GRW ETF | 464287648 | 160,032 | 746 | SH | SOLE | Evermay | 0 | 0 | 746 | ||
ISHARES TR | RUS 2000 VAL ETF | 464287630 | 445,547 | 3,213 | SH | SOLE | Evermay | 0 | 0 | 3,213 | ||
ISHARES TR | RUS MD CP GR ETF | 464287481 | 83,600 | 1,000 | SH | SOLE | Evermay | 0 | 0 | 1,000 | ||
ISHARES TR | RUS MDCP VAL ETF | 464287473 | 5,688 | 54 | SH | SOLE | Evermay | 0 | 0 | 54 | ||
ISHARES TR | RUS MID CAP ETF | 464287499 | 273,914 | 4,061 | SH | SOLE | Evermay | 0 | 0 | 4,061 | ||
ISHARES TR | RUSSELL 2000 ETF | 464287655 | 2,395,183 | 13,737 | SH | SOLE | Evermay | 275 | 0 | 13,462 | ||
ISHARES TR | S&P 100 ETF | 464287101 | 13,134 | 77 | SH | SOLE | Evermay | 0 | 0 | 77 | ||
ISHARES TR | S&P 500 GRWT ETF | 464287309 | 22,230 | 380 | SH | SOLE | Evermay | 0 | 0 | 380 | ||
ISHARES TR | S&P 500 VAL ETF | 464287408 | 154,935 | 1,068 | SH | SOLE | Evermay | 0 | 0 | 1,068 | ||
ISHARES TR | S&P SML 600 GWT | 464287887 | 104,612 | 968 | SH | SOLE | Evermay | 0 | 0 | 968 | ||
ISHARES TR | SELECT DIVID ETF | 464287168 | 701,048 | 5,813 | SH | SOLE | Evermay | 0 | 0 | 5,813 | ||
ISHARES TR | SP SMCP600VL ETF | 464287879 | 27,758 | 304 | SH | SOLE | Evermay | 0 | 0 | 304 | ||
ISHARES TR | US HLTHCARE ETF | 464287762 | 18,725 | 66 | SH | SOLE | Evermay | 0 | 0 | 66 | ||
ISHARES TR | US HOME CONS ETF | 464288752 | 3,515 | 58 | SH | SOLE | Evermay | 0 | 0 | 58 | ||
J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 | 5,560,312 | 101,273 | SH | SOLE | Evermay | 0 | 0 | 101,273 | ||
J P MORGAN EXCHANGE TRADED F | ULTRA SHRT INC | 46641Q837 | 48,723,149 | 969,602 | SH | SOLE | Evermay | 24,539 | 0 | 945,063 | ||
JACOBS SOLUTIONS INC | COM | 46982L108 | 187,429 | 1,561 | SH | SOLE | Evermay | 0 | 0 | 1,561 | ||
JEFFERIES FINL GROUP INC | COM | 47233W109 | 34,280 | 1,000 | SH | SOLE | Evermay | 0 | 0 | 1,000 | ||
JOHN MARSHALL BANCORP INC | COM | 47805L101 | 9,557,464 | 332,087 | SH | SOLE | Evermay | 0 | 0 | 332,087 | ||
JOHNSON & JOHNSON | COM | 478160104 | 1,565,119 | 8,860 | SH | SOLE | Evermay | 1,497 | 0 | 7,363 | ||
JPMORGAN CHASE & CO | COM | 46625H100 | 3,135,082 | 23,379 | SH | SOLE | Evermay | 353 | 0 | 23,026 | ||
KAYNE ANDERSON ENERGY INFRST | COM | 486606106 | 10,837 | 1,266 | SH | SOLE | Evermay | 0 | 0 | 1,266 | ||
KEYCORP | COM | 493267108 | 35 | 2 | SH | SOLE | Evermay | 0 | 0 | 2 | ||
KIMBERLY-CLARK CORP | COM | 494368103 | 69,687 | 509 | SH | SOLE | Evermay | 0 | 0 | 509 | ||
KINDER MORGAN INC DEL | COM | 49456B101 | 787,800 | 43,573 | SH | SOLE | Evermay | 0 | 0 | 43,573 | ||
KINSALE CAP GROUP INC | COM | 49714P108 | 66,165 | 253 | SH | SOLE | Evermay | 0 | 0 | 253 | ||
KRAFT HEINZ CO | COM | 500754106 | 14,818 | 364 | SH | SOLE | Evermay | 0 | 0 | 364 | ||
KRATOS DEFENSE & SEC SOLUTIO | COM NEW | 50077B207 | 1,032 | 100 | SH | SOLE | Evermay | 0 | 0 | 100 | ||
L3HARRIS TECHNOLOGIES INC | COM | 502431109 | 577,158 | 2,772 | SH | SOLE | Evermay | 0 | 0 | 2,772 | ||
LABORATORY CORP AMER HLDGS | COM NEW | 50540R409 | 1,525,675 | 6,479 | SH | SOLE | Evermay | 486 | 0 | 5,993 | ||
LAM RESEARCH CORP | COM | 512807108 | 77,531 | 184 | SH | SOLE | Evermay | 0 | 0 | 184 | ||
LATTICE STRATEGIES TR | HARTFORD MLT ETF | 518416102 | 568,484 | 22,932 | SH | SOLE | Evermay | 75 | 0 | 22,857 | ||
LEIDOS HOLDINGS INC | COM | 525327102 | 216,691 | 2,060 | SH | SOLE | Evermay | 0 | 0 | 2,060 | ||
LENNAR CORP | CL A | 526057104 | 2,262 | 25 | SH | SOLE | Evermay | 0 | 0 | 25 | ||
LILLY ELI & CO | COM | 532457108 | 1,365,681 | 3,733 | SH | SOLE | Evermay | 792 | 0 | 2,941 | ||
LINDE PLC | SHS | G5494J103 | 104,378 | 320 | SH | SOLE | Evermay | 0 | 0 | 320 | ||
LIVENT CORP | COM | 53814L108 | 5,246 | 264 | SH | SOLE | Evermay | 0 | 0 | 264 | ||
LOCKHEED MARTIN CORP | COM | 539830109 | 211,137 | 434 | SH | SOLE | Evermay | 0 | 0 | 434 | ||
LOWES COS INC | COM | 548661107 | 309,619 | 1,554 | SH | SOLE | Evermay | 0 | 0 | 1,554 | ||
LYONDELLBASELL INDUSTRIES N | SHS - A - | N53745100 | 96,730 | 1,165 | SH | SOLE | Evermay | 0 | 0 | 1,165 | ||
MAGELLAN MIDSTREAM PRTNRS LP | COM UNIT RP LP | 559080106 | 296,842 | 5,912 | SH | SOLE | Evermay | 0 | 0 | 5,912 | ||
MANAGED PORTFOLIO SERIES | TORTOISE NRAM PI | 56167N720 | 107,248 | 4,330 | SH | SOLE | Evermay | 0 | 0 | 4,330 | ||
MARRIOTT INTL INC NEW | CL A | 571903202 | 490,593 | 3,295 | SH | SOLE | Evermay | 0 | 0 | 3,295 | ||
MARRIOTT VACATIONS WORLDWIDE | COM | 57164Y107 | 60,890 | 450 | SH | SOLE | Evermay | 0 | 0 | 450 | ||
MARTIN MARIETTA MATLS INC | COM | 573284106 | 991,942 | 2,935 | SH | SOLE | Evermay | 0 | 0 | 2,935 | ||
MASCO CORP | COM | 574599106 | 77,939 | 1,670 | SH | SOLE | Evermay | 0 | 0 | 1,670 | ||
MASTERBRAND INC | COMMON STOCK | 57638P104 | 16,074 | 2,129 | SH | SOLE | Evermay | 0 | 0 | 2,129 | ||
MASTERCARD INCORPORATED | CL A | 57636Q104 | 614,787 | 1,768 | SH | SOLE | Evermay | 0 | 0 | 1,768 | ||
MATCH GROUP INC NEW | COM | 57667L107 | 11,991 | 289 | SH | SOLE | Evermay | 0 | 0 | 289 | ||
MATIV HOLDINGS INC | COM | 808541106 | 5,789 | 277 | SH | SOLE | Evermay | 0 | 0 | 277 | ||
MCCORMICK & CO INC | COM NON VTG | 579780206 | 70,607 | 850 | SH | SOLE | Evermay | 0 | 0 | 850 | ||
MCDONALDS CORP | COM | 580135101 | 1,855,236 | 7,040 | SH | SOLE | Evermay | 82 | 0 | 6,958 | ||
MCKESSON CORP | COM | 58155Q103 | 110,444 | 294 | SH | SOLE | Evermay | 0 | 0 | 294 | ||
MEDTRONIC PLC | SHS | G5960L103 | 246,957 | 3,151 | SH | SOLE | Evermay | 0 | 0 | 3,151 | ||
MERCADOLIBRE INC | COM | 58733R102 | 198,866 | 235 | SH | SOLE | Evermay | 0 | 0 | 235 | ||
MERCK & CO INC | COM | 58933Y105 | 1,733,181 | 15,528 | SH | SOLE | Evermay | 2,663 | 0 | 12,865 | ||
META PLATFORMS INC | CL A | 30303M102 | 529,857 | 4,403 | SH | SOLE | Evermay | 0 | 0 | 4,403 | ||
METLIFE INC | COM | 59156R108 | 60,646 | 838 | SH | SOLE | Evermay | 0 | 0 | 838 | ||
METTLER TOLEDO INTERNATIONAL | COM | 592688105 | 1,445 | 1 | SH | SOLE | Evermay | 0 | 0 | 1 | ||
MGM RESORTS INTERNATIONAL | COM | 552953101 | 1,006 | 30 | SH | SOLE | Evermay | 0 | 0 | 30 | ||
MICROCHIP TECHNOLOGY INC. | COM | 595017104 | 324,696 | 4,622 | SH | SOLE | Evermay | 0 | 0 | 4,622 | ||
MICROSOFT CORP | COM | 594918104 | 4,153,922 | 17,321 | SH | SOLE | Evermay | 1,573 | 0 | 15,748 | ||
MONDELEZ INTL INC | CL A | 609207105 | 393,594 | 5,874 | SH | SOLE | Evermay | 0 | 0 | 5,874 | ||
MOODYS CORP | COM | 615369105 | 763,976 | 2,742 | SH | SOLE | Evermay | 0 | 0 | 2,742 | ||
MORGAN STANLEY | COM NEW | 617446448 | 29,757 | 350 | SH | SOLE | Evermay | 0 | 0 | 350 | ||
MOSAIC CO NEW | COM | 61945C103 | 13,161 | 300 | SH | SOLE | Evermay | 0 | 0 | 300 | ||
MOTOROLA SOLUTIONS INC | COM NEW | 620076307 | 179,203 | 693 | SH | SOLE | Evermay | 528 | 0 | 165 | ||
MP MATERIALS CORP | COM CL A | 553368101 | 607 | 25 | SH | SOLE | Evermay | 0 | 0 | 25 | ||
NEOGEN CORP | COM | 640491106 | 4,569 | 300 | SH | SOLE | Evermay | 0 | 0 | 300 | ||
NETFLIX INC | COM | 64110L106 | 17,398 | 59 | SH | SOLE | Evermay | 0 | 0 | 59 | ||
NEWMARKET CORP | COM | 651587107 | 9,083 | 29 | SH | SOLE | Evermay | 0 | 0 | 29 | ||
NEWMONT CORP | COM | 651639106 | 4,626 | 98 | SH | SOLE | Evermay | 0 | 0 | 98 | ||
NEXTDOOR HOLDINGS INC | COM CL A | 65345M108 | 2,060 | 1,000 | SH | SOLE | Evermay | 0 | 0 | 1,000 | ||
NEXTERA ENERGY INC | COM | 65339F101 | 2,279,103 | 27,262 | SH | SOLE | Evermay | 8,336 | 0 | 18,926 | ||
NIKE INC | CL B | 654106103 | 275,091 | 2,351 | SH | SOLE | Evermay | 912 | 0 | 1,439 | ||
NIO INC | SPON ADS | 62914V106 | 6,035 | 619 | SH | SOLE | Evermay | 0 | 0 | 619 | ||
NORFOLK SOUTHN CORP | COM | 655844108 | 1,218,300 | 4,944 | SH | SOLE | Evermay | 1,300 | 0 | 3,644 | ||
NORTHERN TR CORP | COM | 665859104 | 7,585 | 85 | SH | SOLE | Evermay | 0 | 0 | 85 | ||
NORTHROP GRUMMAN CORP | COM | 666807102 | 1,144,690 | 2,098 | SH | SOLE | Evermay | 258 | 0 | 1,840 | ||
NOV INC | COM | 62955J103 | 167 | 8 | SH | SOLE | Evermay | 0 | 0 | 8 | ||
NOVARTIS AG | SPONSORED ADR | 66987V109 | 55,248 | 609 | SH | SOLE | Evermay | 0 | 0 | 609 | ||
NOVO-NORDISK A S | ADR | 670100205 | 16,918 | 125 | SH | SOLE | Evermay | 0 | 0 | 125 | ||
NOW INC | COM | 67011P100 | 25 | 2 | SH | SOLE | Evermay | 0 | 0 | 2 | ||
NVIDIA CORPORATION | COM | 67066G104 | 131,288 | 898 | SH | SOLE | Evermay | 0 | 0 | 898 | ||
OLLIES BARGAIN OUTLET HLDGS | COM | 681116109 | 4,684 | 100 | SH | SOLE | Evermay | 0 | 0 | 100 | ||
OMEGA HEALTHCARE INVS INC | COM | 681936100 | 61,294 | 2,193 | SH | SOLE | Evermay | 0 | 0 | 2,193 | ||
ONE GAS INC | COM | 68235P108 | 10,601 | 140 | SH | SOLE | Evermay | 0 | 0 | 140 | ||
ONEOK INC NEW | COM | 682680103 | 36,792 | 560 | SH | SOLE | Evermay | 0 | 0 | 560 | ||
ORACLE CORP | COM | 68389X105 | 349,520 | 4,276 | SH | SOLE | Evermay | 0 | 0 | 4,276 | ||
OREILLY AUTOMOTIVE INC | COM | 67103H107 | 13,504 | 16 | SH | SOLE | Evermay | 0 | 0 | 16 | ||
ORGANON & CO | COMMON STOCK | 68622V106 | 7,374 | 264 | SH | SOLE | Evermay | 0 | 0 | 264 | ||
OTIS WORLDWIDE CORP | COM | 68902V107 | 64,449 | 823 | SH | SOLE | Evermay | 0 | 0 | 823 | ||
PACCAR INC | COM | 693718108 | 41,827 | 411 | SH | SOLE | Evermay | 0 | 0 | 411 | ||
PALANTIR TECHNOLOGIES INC | CL A | 69608A108 | 18,252 | 2,843 | SH | SOLE | Evermay | 0 | 0 | 2,843 | ||
PARKER-HANNIFIN CORP | COM | 701094104 | 134,733 | 463 | SH | SOLE | Evermay | 0 | 0 | 463 | ||
PAYCHEX INC | COM | 704326107 | 9,245 | 80 | SH | SOLE | Evermay | 0 | 0 | 80 | ||
PAYPAL HLDGS INC | COM | 70450Y103 | 94,723 | 1,330 | SH | SOLE | Evermay | 0 | 0 | 1,330 | ||
PEPSICO INC | COM | 713448108 | 2,432,814 | 13,397 | SH | SOLE | Evermay | 0 | 0 | 13,397 | ||
PFIZER INC | COM | 717081103 | 1,446,761 | 28,235 | SH | SOLE | Evermay | 0 | 0 | 28,235 | ||
PHILIP MORRIS INTL INC | COM | 718172109 | 246,181 | 2,406 | SH | SOLE | Evermay | 0 | 0 | 2,406 | ||
PHILLIPS 66 | COM | 718546104 | 93,672 | 900 | SH | SOLE | Evermay | 0 | 0 | 900 | ||
PIMCO ETF TR | ENHAN SHRT MA AC | 72201R833 | 5,414,537 | 54,719 | SH | SOLE | Evermay | 1,790 | 0 | 52,929 | ||
PIONEER NAT RES CO | COM | 723787107 | 28,092 | 123 | SH | SOLE | Evermay | 0 | 0 | 123 | ||
PLUG POWER INC | COM NEW | 72919P202 | 470 | 38 | SH | SOLE | Evermay | 0 | 0 | 38 | ||
PNC FINL SVCS GROUP INC | COM | 693475105 | 328,673 | 2,081 | SH | SOLE | Evermay | 0 | 0 | 2,081 | ||
PNM RES INC | COM | 69349H107 | 4,225 | 87 | SH | SOLE | Evermay | 0 | 0 | 87 | ||
POOL CORP | COM | 73278L105 | 3,023 | 10 | SH | SOLE | Evermay | 0 | 0 | 10 | ||
PPG INDS INC | COM | 693506107 | 97,574 | 776 | SH | SOLE | Evermay | 0 | 0 | 776 | ||
PPL CORP | COM | 69351T106 | 35,289 | 1,200 | SH | SOLE | Evermay | 0 | 0 | 1,200 | ||
PRICE T ROWE GROUP INC | COM | 74144T108 | 144,504 | 1,325 | SH | SOLE | Evermay | 0 | 0 | 1,325 | ||
PROCTER AND GAMBLE CO | COM | 742718109 | 1,112,905 | 7,343 | SH | SOLE | Evermay | 2,950 | 0 | 4,393 | ||
PROGRESSIVE CORP | COM | 743315103 | 48,122 | 371 | SH | SOLE | Evermay | 0 | 0 | 371 | ||
PROLOGIS INC. | COM | 74340W103 | 77,784 | 690 | SH | SOLE | Evermay | 0 | 0 | 690 | ||
PROSHARES TR | LARGE CAP CRE | 74347R248 | 212,514 | 4,732 | SH | SOLE | Evermay | 0 | 0 | 4,732 | ||
PROSHARES TR | PET CARE ETF | 74348A145 | 11,494 | 244 | SH | SOLE | Evermay | 0 | 0 | 244 | ||
PROSHARES TR | PSHS ULT S&P 500 | 74347R107 | 35,560 | 800 | SH | SOLE | Evermay | 0 | 0 | 800 | ||
PROSHARES TR | ULTRAPRO SHT QQQ | 74347G432 | 54 | 1 | SH | SOLE | Evermay | 0 | 0 | 1 | ||
PROVIDENT FINL SVCS INC | COM | 74386T105 | 15,144 | 709 | SH | SOLE | Evermay | 0 | 0 | 709 | ||
PRUDENTIAL FINL INC | COM | 744320102 | 89,514 | 900 | SH | SOLE | Evermay | 0 | 0 | 900 | ||
PUBLIC STORAGE | COM | 74460D109 | 118,240 | 422 | SH | SOLE | Evermay | 0 | 0 | 422 | ||
PULTE GROUP INC | COM | 745867101 | 228 | 5 | SH | SOLE | Evermay | 0 | 0 | 5 | ||
PURE STORAGE INC | CL A | 74624M102 | 26,760 | 1,000 | SH | SOLE | Evermay | 0 | 0 | 1,000 | ||
QUALCOMM INC | COM | 747525103 | 87,182 | 793 | SH | SOLE | Evermay | 0 | 0 | 793 | ||
QUEST DIAGNOSTICS INC | COM | 74834L100 | 314,025 | 2,007 | SH | SOLE | Evermay | 0 | 0 | 2,007 | ||
RAYONIER INC | COM | 754907103 | 503 | 15 | SH | SOLE | Evermay | 0 | 0 | 15 | ||
RAYTHEON TECHNOLOGIES CORP | COM | 75513E101 | 879,211 | 8,712 | SH | SOLE | Evermay | 0 | 0 | 8,712 | ||
RBB FD INC | MOTLEY FOL ETF | 74933W601 | 51,765 | 1,700 | SH | SOLE | Evermay | 0 | 0 | 1,700 | ||
RBB FD INC | MOTLEY FOOL SML | 74933W874 | 9,780 | 400 | SH | SOLE | Evermay | 0 | 0 | 400 | ||
REALTY INCOME CORP | COM | 756109104 | 7,960 | 125 | SH | SOLE | Evermay | 0 | 0 | 125 | ||
RESTAURANT BRANDS INTL INC | COM | 76131D103 | 4,204 | 65 | SH | SOLE | Evermay | 0 | 0 | 65 | ||
REYNOLDS CONSUMER PRODS INC | COM | 76171L106 | 1,049 | 35 | SH | SOLE | Evermay | 0 | 0 | 35 | ||
RIVIAN AUTOMOTIVE INC | COM CL A | 76954A103 | 74 | 4 | SH | SOLE | Evermay | 0 | 0 | 4 | ||
ROCKWELL AUTOMATION INC | COM | 773903109 | 635,940 | 2,469 | SH | SOLE | Evermay | 0 | 0 | 2,469 | ||
ROPER TECHNOLOGIES INC | COM | 776696106 | 457,583 | 1,059 | SH | SOLE | Evermay | 270 | 0 | 789 | ||
ROYAL CARIBBEAN GROUP | COM | V7780T103 | 989 | 20 | SH | SOLE | Evermay | 0 | 0 | 20 | ||
S&P GLOBAL INC | COM | 78409V104 | 50,241 | 150 | SH | SOLE | Evermay | 0 | 0 | 150 | ||
SALESFORCE INC | COM | 79466L302 | 218,641 | 1,649 | SH | SOLE | Evermay | 0 | 0 | 1,649 | ||
SANDY SPRING BANCORP INC | COM | 800363103 | 84,975 | 2,412 | SH | SOLE | Evermay | 1,715 | 0 | 697 | ||
SAREPTA THERAPEUTICS INC | COM | 803607100 | 7,775 | 60 | SH | SOLE | Evermay | 0 | 0 | 60 | ||
SCHWAB CHARLES CORP | COM | 808513105 | 1,074,887 | 12,910 | SH | SOLE | Evermay | 0 | 0 | 12,910 | ||
SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 808524706 | 394,200 | 16,654 | SH | SOLE | Evermay | 0 | 0 | 16,654 | ||
SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | 1,202,135 | 37,322 | SH | SOLE | Evermay | 0 | 0 | 37,322 | ||
SCHWAB STRATEGIC TR | SHT TM US TRES | 808524862 | 48,240 | 1,000 | SH | SOLE | Evermay | 0 | 0 | 1,000 | ||
SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | 878,536 | 19,606 | SH | SOLE | Evermay | 0 | 0 | 19,606 | ||
SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | 98,504 | 1,304 | SH | SOLE | Evermay | 0 | 0 | 1,304 | ||
SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | 158,735 | 2,857 | SH | SOLE | Evermay | 0 | 0 | 2,857 | ||
SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 | 9,903 | 150 | SH | SOLE | Evermay | 0 | 0 | 150 | ||
SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | 88,858,346 | 1,968,070 | SH | SOLE | Evermay | 44,749 | 0 | 1,923,321 | ||
SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 | 594,820 | 9,066 | SH | SOLE | Evermay | 0 | 0 | 9,066 | ||
SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 | 558,430 | 13,785 | SH | SOLE | Evermay | 0 | 0 | 13,785 | ||
SELECT SECTOR SPDR TR | ENERGY | 81369Y506 | 239,493 | 2,738 | SH | SOLE | Evermay | 0 | 0 | 2,738 | ||
SELECT SECTOR SPDR TR | FINANCIAL | 81369Y605 | 27,018 | 790 | SH | SOLE | Evermay | 0 | 0 | 790 | ||
SELECT SECTOR SPDR TR | RL EST SEL SEC | 81369Y860 | 27,144 | 735 | SH | SOLE | Evermay | 0 | 0 | 735 | ||
SELECT SECTOR SPDR TR | SBI CONS DISCR | 81369Y407 | 1,292 | 10 | SH | SOLE | Evermay | 0 | 0 | 10 | ||
SELECT SECTOR SPDR TR | SBI HEALTHCARE | 81369Y209 | 41,842 | 308 | SH | SOLE | Evermay | 0 | 0 | 308 | ||
SELECT SECTOR SPDR TR | SBI INT-UTILS | 81369Y886 | 87,772 | 1,245 | SH | SOLE | Evermay | 0 | 0 | 1,245 | ||
SEMPRA | COM | 816851109 | 36,742 | 236 | SH | SOLE | Evermay | 0 | 0 | 236 | ||
SERVICENOW INC | COM | 81762P102 | 44,263 | 114 | SH | SOLE | Evermay | 0 | 0 | 114 | ||
SHELL PLC | SPON ADS | 780259305 | 11,390 | 200 | SH | SOLE | Evermay | 0 | 0 | 200 | ||
SHERWIN WILLIAMS CO | COM | 824348106 | 142,398 | 600 | SH | SOLE | Evermay | 0 | 0 | 600 | ||
SHIFT TECHNOLOGIES INC | CL A | 82452T107 | 40 | 272 | SH | SOLE | Evermay | 0 | 0 | 272 | ||
SHOPIFY INC | CL A | 82509L107 | 27,768 | 800 | SH | SOLE | Evermay | 0 | 0 | 800 | ||
SIRIUS XM HOLDINGS INC | COM | 82968B103 | 9,607 | 1,645 | SH | SOLE | Evermay | 0 | 0 | 1,645 | ||
SKYWORKS SOLUTIONS INC | COM | 83088M102 | 9,113 | 100 | SH | SOLE | Evermay | 0 | 0 | 100 | ||
SMITH & WESSON BRANDS INC | COM | 831754106 | 3,472 | 400 | SH | SOLE | Evermay | 0 | 0 | 400 | ||
SNOWFLAKE INC | CL A | 833445109 | 2,153 | 15 | SH | SOLE | Evermay | 0 | 0 | 15 | ||
SOFI TECHNOLOGIES INC | COM | 83406F102 | 2,766 | 600 | SH | SOLE | Evermay | 0 | 0 | 600 | ||
SOLAREDGE TECHNOLOGIES INC | COM | 83417M104 | 182,426 | 644 | SH | SOLE | Evermay | 0 | 0 | 644 | ||
SOUTHERN CO | COM | 842587107 | 21,392 | 300 | SH | SOLE | Evermay | 0 | 0 | 300 | ||
SOUTHWEST GAS HLDGS INC | COM | 844895102 | 32,982 | 533 | SH | SOLE | Evermay | 0 | 0 | 533 | ||
SPDR DOW JONES INDL AVERAGE | UT SER 1 | 78467X109 | 285,725 | 861 | SH | SOLE | Evermay | 0 | 0 | 861 | ||
SPDR GOLD TR | GOLD SHS | 78463V107 | 70,570 | 416 | SH | SOLE | Evermay | 0 | 0 | 416 | ||
SPDR INDEX SHS FDS | MSCI EAFE FS ETF | 78470E106 | 4,081 | 60 | SH | SOLE | Evermay | 0 | 0 | 60 | ||
SPDR INDEX SHS FDS | MSCI EMR MKT ETF | 78470E205 | 8,608 | 150 | SH | SOLE | Evermay | 0 | 0 | 150 | ||
SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 | 159,227 | 5,363 | SH | SOLE | Evermay | 0 | 0 | 5,363 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 26,731,638 | 69,594 | SH | SOLE | Evermay | 560 | 0 | 69,034 | ||
SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | 78467Y107 | 111,114 | 250 | SH | SOLE | Evermay | 0 | 0 | 250 | ||
SPDR SER TR | DJ REIT ETF | 78464A607 | 65,275 | 749 | SH | SOLE | Evermay | 0 | 0 | 749 | ||
SPDR SER TR | NUVEEN BLMBRG SH | 78468R739 | 553,988 | 11,792 | SH | SOLE | Evermay | 0 | 0 | 11,792 | ||
SPDR SER TR | PORTFOLIO S&P500 | 78464A854 | 21,590 | 480 | SH | SOLE | Evermay | 0 | 0 | 480 | ||
SPDR SER TR | PORTFOLIO S&P600 | 78468R853 | 1,459,613 | 39,481 | SH | SOLE | Evermay | 360 | 0 | 39,121 | ||
SPDR SER TR | PRTFLO S&P500 HI | 78468R788 | 871 | 22 | SH | SOLE | Evermay | 0 | 0 | 22 | ||
SPDR SER TR | PRTFLO S&P500 VL | 78464A508 | 123,631 | 3,179 | SH | SOLE | Evermay | 0 | 0 | 3,179 | ||
SPDR SER TR | S&P 600 SMCP VAL | 78464A300 | 186,663 | 2,515 | SH | SOLE | Evermay | 0 | 0 | 2,515 | ||
SPDR SER TR | S&P 600 SML CAP | 78464A813 | 9,372 | 114 | SH | SOLE | Evermay | 0 | 0 | 114 | ||
SPDR SER TR | S&P BIOTECH | 78464A870 | 38,429 | 463 | SH | SOLE | Evermay | 0 | 0 | 463 | ||
SPDR SER TR | S&P DIVID ETF | 78464A763 | 40,786 | 326 | SH | SOLE | Evermay | 0 | 0 | 326 | ||
SPDR SER TR | S&P KENSHO CLEAN | 78468R655 | 18,861 | 230 | SH | SOLE | Evermay | 0 | 0 | 230 | ||
SPDR SER TR | S&P KENSHO NEW | 78468R648 | 7,687 | 195 | SH | SOLE | Evermay | 0 | 0 | 195 | ||
SPDR SER TR | S&P METALS MNG | 78464A755 | 19,924 | 400 | SH | SOLE | Evermay | 0 | 0 | 400 | ||
SPDR SER TR | S&P REGL BKG | 78464A698 | 52,572 | 895 | SH | SOLE | Evermay | 0 | 0 | 895 | ||
SPDR SER TR | SPDR S&P 500 ETF | 78468R796 | 39,674 | 425 | SH | SOLE | Evermay | 0 | 0 | 425 | ||
SPECTRUM BRANDS HLDGS INC NE | COM | 84790A105 | 1,523 | 25 | SH | SOLE | Evermay | 0 | 0 | 25 | ||
SPROTT PHYSICAL GOLD & SILVE | TR UNIT | 85208R101 | 7,172 | 400 | SH | SOLE | Evermay | 0 | 0 | 400 | ||
SPROTT PHYSICAL GOLD TR | UNIT | 85207H104 | 8,248 | 585 | SH | SOLE | Evermay | 0 | 0 | 585 | ||
SSGA ACTIVE ETF TR | MULT ASS RLRTN | 78467V103 | 36,215 | 1,315 | SH | SOLE | Evermay | 0 | 0 | 1,315 | ||
STAAR SURGICAL CO | COM PAR $0.01 | 852312305 | 14,562 | 300 | SH | SOLE | Evermay | 0 | 0 | 300 | ||
STAG INDL INC | COM | 85254J102 | 16,216 | 500 | SH | SOLE | Evermay | 0 | 0 | 500 | ||
STANLEY BLACK & DECKER INC | COM | 854502101 | 9,465 | 126 | SH | SOLE | Evermay | 0 | 0 | 126 | ||
STARBUCKS CORP | COM | 855244109 | 59,489 | 600 | SH | SOLE | Evermay | 0 | 0 | 600 | ||
STORE CAP CORP | COM | 862121100 | 22,442 | 700 | SH | SOLE | Evermay | 0 | 0 | 700 | ||
STRYKER CORPORATION | COM | 863667101 | 504,213 | 2,056 | SH | SOLE | Evermay | 0 | 0 | 2,056 | ||
STURM RUGER & CO INC | COM | 864159108 | 2,531 | 50 | SH | SOLE | Evermay | 0 | 0 | 50 | ||
SYNOPSYS INC | COM | 871607107 | 259,583 | 813 | SH | SOLE | Evermay | 0 | 0 | 813 | ||
SYSCO CORP | COM | 871829107 | 107,030 | 1,400 | SH | SOLE | Evermay | 0 | 0 | 1,400 | ||
TARGET CORP | COM | 87612E106 | 338,172 | 2,269 | SH | SOLE | Evermay | 827 | 0 | 1,442 | ||
TE CONNECTIVITY LTD | SHS | H84989104 | 11,480 | 100 | SH | SOLE | Evermay | 0 | 0 | 100 | ||
TESLA INC | COM | 88160R101 | 233,180 | 1,893 | SH | SOLE | Evermay | 0 | 0 | 1,893 | ||
TEXAS INSTRS INC | COM | 882508104 | 177,281 | 1,073 | SH | SOLE | Evermay | 732 | 0 | 341 | ||
THE NECESSITY RETAIL REIT IN | COM CLASS A | 02607T109 | 17,120 | 2,887 | SH | SOLE | Evermay | 0 | 0 | 2,887 | ||
THE TRADE DESK INC | COM CL A | 88339J105 | 30,036 | 670 | SH | SOLE | Evermay | 0 | 0 | 670 | ||
THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 414,843 | 753 | SH | SOLE | Evermay | 280 | 0 | 473 | ||
TJX COS INC NEW | COM | 872540109 | 530,136 | 6,660 | SH | SOLE | Evermay | 0 | 0 | 6,660 | ||
T-MOBILE US INC | COM | 872590104 | 71,960 | 514 | SH | SOLE | Evermay | 0 | 0 | 514 | ||
TORTOISE ENERGY INFRA CORP | COM | 89147L886 | 10,579 | 333 | SH | SOLE | Evermay | 0 | 0 | 333 | ||
TOUGHBUILT INDS INC | COM | 89157G884 | 47 | 20 | SH | SOLE | Evermay | 0 | 0 | 20 | ||
TOWER SEMICONDUCTOR LTD | SHS NEW | M87915274 | 21,600 | 500 | SH | SOLE | Evermay | 0 | 0 | 500 | ||
TOWNEBANK PORTSMOUTH VA | COM | 89214P109 | 186,420 | 6,000 | SH | SOLE | Evermay | 0 | 0 | 6,000 | ||
TOYOTA MOTOR CORP | ADS | 892331307 | 410 | 3 | SH | SOLE | Evermay | 0 | 0 | 3 | ||
TRACTOR SUPPLY CO | COM | 892356106 | 430 | 2 | SH | SOLE | Evermay | 0 | 0 | 2 | ||
TRAVELERS COMPANIES INC | COM | 89417E109 | 384,354 | 2,050 | SH | SOLE | Evermay | 0 | 0 | 2,050 | ||
TREX CO INC | COM | 89531P105 | 320,734 | 7,577 | SH | SOLE | Evermay | 0 | 0 | 7,577 | ||
TRITIUM DCFC LIMITED | ORDINARY SHARES | Q9225T108 | 84 | 50 | SH | SOLE | Evermay | 0 | 0 | 50 | ||
TRUIST FINL CORP | COM | 89832Q109 | 442,047 | 10,273 | SH | SOLE | Evermay | 0 | 0 | 10,273 | ||
UBER TECHNOLOGIES INC | COM | 90353T100 | 4,946 | 200 | SH | SOLE | Evermay | 0 | 0 | 200 | ||
UNDER ARMOUR INC | CL A | 904311107 | 161 | 18 | SH | SOLE | Evermay | 0 | 0 | 18 | ||
UNILEVER PLC | SPON ADR NEW | 904767704 | 74,770 | 1,485 | SH | SOLE | Evermay | 0 | 0 | 1,485 | ||
UNION PAC CORP | COM | 907818108 | 335,453 | 1,620 | SH | SOLE | Evermay | 288 | 0 | 1,332 | ||
UNITED AIRLS HLDGS INC | COM | 910047109 | 5,391 | 143 | SH | SOLE | Evermay | 0 | 0 | 143 | ||
UNITED BANKSHARES INC WEST V | COM | 909907107 | 244,021 | 5,989 | SH | SOLE | Evermay | 0 | 0 | 5,989 | ||
UNITED PARCEL SERVICE INC | CL B | 911312106 | 823,748 | 4,739 | SH | SOLE | Evermay | 0 | 0 | 4,739 | ||
UNITED RENTALS INC | COM | 911363109 | 526,022 | 1,480 | SH | SOLE | Evermay | 0 | 0 | 1,480 | ||
UNITED THERAPEUTICS CORP DEL | COM | 91307C102 | 103,728 | 373 | SH | SOLE | Evermay | 0 | 0 | 373 | ||
UNITEDHEALTH GROUP INC | COM | 91324P102 | 1,771,513 | 3,341 | SH | SOLE | Evermay | 336 | 0 | 3,005 | ||
UNITI GROUP INC | COM | 91325V108 | 393 | 71 | SH | SOLE | Evermay | 0 | 0 | 71 | ||
UNIVERSAL ELECTRS INC | COM | 913483103 | 4,745 | 228 | SH | SOLE | Evermay | 0 | 0 | 228 | ||
UPSTART HLDGS INC | COM | 91680M107 | 6,610 | 500 | SH | SOLE | Evermay | 0 | 0 | 500 | ||
US BANCORP DEL | COM NEW | 902973304 | 137,754 | 3,132 | SH | SOLE | Evermay | 1,499 | 0 | 1,633 | ||
VALERO ENERGY CORP | COM | 91913Y100 | 143,352 | 1,130 | SH | SOLE | Evermay | 0 | 0 | 1,130 | ||
VANECK ETF TRUST | GOLD MINERS ETF | 92189F106 | 131 | 5 | SH | SOLE | Evermay | 0 | 0 | 5 | ||
VANECK ETF TRUST | JUNIOR GOLD MINE | 92189F791 | 321 | 9 | SH | SOLE | Evermay | 0 | 0 | 9 | ||
VANECK ETF TRUST | SEMICONDUCTR ETF | 92189F676 | 203 | 1 | SH | SOLE | Evermay | 0 | 0 | 1 | ||
VANECK ETF TRUST | VANECK SHRT MUNI | 92189F528 | 340,571 | 20,176 | SH | SOLE | Evermay | 0 | 0 | 20,176 | ||
VANGUARD ADMIRAL FDS INC | MIDCP 400 IDX | 921932885 | 390,789 | 2,389 | SH | SOLE | Evermay | 0 | 0 | 2,389 | ||
VANGUARD ADMIRAL FDS INC | SMLLCP 600 IDX | 921932828 | 244,301 | 1,410 | SH | SOLE | Evermay | 636 | 0 | 774 | ||
VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | 512,055 | 6,802 | SH | SOLE | Evermay | 0 | 0 | 6,802 | ||
VANGUARD BD INDEX FDS | VANGUARD ULTRA | 92203C303 | 1,764 | 36 | SH | SOLE | Evermay | 0 | 0 | 36 | ||
VANGUARD INDEX FDS | EXTEND MKT ETF | 922908652 | 406,950 | 3,063 | SH | SOLE | Evermay | 0 | 0 | 3,063 | ||
VANGUARD INDEX FDS | GROWTH ETF | 922908736 | 1,786,501 | 8,383 | SH | SOLE | Evermay | 0 | 0 | 8,383 | ||
VANGUARD INDEX FDS | MID CAP ETF | 922908629 | 6,925,260 | 33,979 | SH | SOLE | Evermay | 0 | 0 | 33,979 | ||
VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 | 47,591 | 577 | SH | SOLE | Evermay | 0 | 0 | 577 | ||
VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | 56,802,973 | 161,675 | SH | SOLE | Evermay | 3,644 | 0 | 158,031 | ||
VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 | 532,933 | 3,356 | SH | SOLE | Evermay | 0 | 0 | 3,356 | ||
VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | 2,334,078 | 12,717 | SH | SOLE | Evermay | 0 | 0 | 12,717 | ||
VANGUARD INDEX FDS | SML CP GRW ETF | 922908595 | 646,541 | 3,224 | SH | SOLE | Evermay | 0 | 0 | 3,224 | ||
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | 11,415,305 | 59,707 | SH | SOLE | Evermay | 39 | 0 | 59,668 | ||
VANGUARD INDEX FDS | VALUE ETF | 922908744 | 1,734,131 | 12,354 | SH | SOLE | Evermay | 0 | 0 | 12,354 | ||
VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | 66,385 | 1,324 | SH | SOLE | Evermay | 450 | 0 | 874 | ||
VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | 2,095,734 | 53,764 | SH | SOLE | Evermay | 2,190 | 0 | 51,574 | ||
VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | 922042874 | 44,352 | 800 | SH | SOLE | Evermay | 0 | 0 | 800 | ||
VANGUARD INTL EQUITY INDEX F | FTSE PACIFIC ETF | 922042866 | 38,610 | 600 | SH | SOLE | Evermay | 0 | 0 | 600 | ||
VANGUARD SCOTTSDALE FDS | VNG RUS2000GRW | 92206C623 | 156 | 1 | SH | SOLE | Evermay | 0 | 0 | 1 | ||
VANGUARD SCOTTSDALE FDS | VNG RUS2000IDX | 92206C664 | 38,021 | 540 | SH | SOLE | Evermay | 0 | 0 | 540 | ||
VANGUARD SCOTTSDALE FDS | VNG RUS2000VAL | 92206C649 | 134 | 1 | SH | SOLE | Evermay | 0 | 0 | 1 | ||
VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | 62,560 | 412 | SH | SOLE | Evermay | 0 | 0 | 412 | ||
VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | 31,963 | 618 | SH | SOLE | Evermay | 0 | 0 | 618 | ||
VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | 3,429,678 | 81,717 | SH | SOLE | Evermay | 2,754 | 0 | 78,963 | ||
VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | 678,368 | 6,269 | SH | SOLE | Evermay | 600 | 0 | 5,669 | ||
VANGUARD WORLD FD | ESG INTL STK ETF | 921910725 | 9,887 | 201 | SH | SOLE | Evermay | 0 | 0 | 201 | ||
VANGUARD WORLD FD | MEGA GRWTH IND | 921910816 | 51,621 | 300 | SH | SOLE | Evermay | 0 | 0 | 300 | ||
VANGUARD WORLD FDS | ENERGY ETF | 92204A306 | 69,251 | 571 | SH | SOLE | Evermay | 0 | 0 | 571 | ||
VANGUARD WORLD FDS | MATERIALS ETF | 92204A801 | 229,770 | 1,350 | SH | SOLE | Evermay | 0 | 0 | 1,350 | ||
VEEVA SYS INC | CL A COM | 922475108 | 807 | 5 | SH | SOLE | Evermay | 0 | 0 | 5 | ||
VERISK ANALYTICS INC | COM | 92345Y106 | 189,652 | 1,075 | SH | SOLE | Evermay | 265 | 0 | 810 | ||
VERIZON COMMUNICATIONS INC | COM | 92343V104 | 150,902 | 3,830 | SH | SOLE | Evermay | 318 | 0 | 3,512 | ||
VERTEX PHARMACEUTICALS INC | COM | 92532F100 | 72,195 | 250 | SH | SOLE | Evermay | 0 | 0 | 250 | ||
VIATRIS INC | COM | 92556V106 | 13,612 | 1,223 | SH | SOLE | Evermay | 0 | 0 | 1,223 | ||
VIRTUS TOTAL RETURN FD INC | COM | 92835W107 | 3,582 | 547 | SH | SOLE | Evermay | 0 | 0 | 547 | ||
VISA INC | COM CL A | 92826C839 | 2,325,042 | 11,191 | SH | SOLE | Evermay | 83 | 0 | 11,108 | ||
VODAFONE GROUP PLC NEW | SPONSORED ADR | 92857W308 | 1,844 | 182 | SH | SOLE | Evermay | 0 | 0 | 182 | ||
VONTIER CORPORATION | COM | 928881101 | 9,433 | 488 | SH | SOLE | Evermay | 0 | 0 | 488 | ||
VORNADO RLTY TR | SH BEN INT | 929042109 | 312 | 15 | SH | SOLE | Evermay | 0 | 0 | 15 | ||
VULCAN MATLS CO | COM | 929160109 | 227,643 | 1,300 | SH | SOLE | Evermay | 0 | 0 | 1,300 | ||
WALGREENS BOOTS ALLIANCE INC | COM | 931427108 | 184,932 | 4,950 | SH | SOLE | Evermay | 3,650 | 0 | 1,300 | ||
WALMART INC | COM | 931142103 | 284,429 | 1,999 | SH | SOLE | Evermay | 705 | 0 | 1,294 | ||
WARNER BROS DISCOVERY INC | COM SER A | 934423104 | 4,749 | 501 | SH | SOLE | Evermay | 423 | 0 | 78 | ||
WASTE MGMT INC DEL | COM | 94106L109 | 12,550 | 80 | SH | SOLE | Evermay | 0 | 0 | 80 | ||
WATSCO INC | COM | 942622200 | 78,561 | 315 | SH | SOLE | Evermay | 0 | 0 | 315 | ||
WEC ENERGY GROUP INC | COM | 92939U106 | 26,065 | 278 | SH | SOLE | Evermay | 0 | 0 | 278 | ||
WELLS FARGO CO NEW | COM | 949746101 | 342,872 | 8,304 | SH | SOLE | Evermay | 0 | 0 | 8,304 | ||
WELLTOWER INC | COM | 95040Q104 | 8,980 | 137 | SH | SOLE | Evermay | 0 | 0 | 137 | ||
WESBANCO INC | COM | 950810101 | 37,330 | 1,000 | SH | SOLE | Evermay | 0 | 0 | 1,000 | ||
WEYERHAEUSER CO MTN BE | COM NEW | 962166104 | 4,960 | 160 | SH | SOLE | Evermay | 0 | 0 | 160 | ||
WISDOMTREE TR | CHINADIV EX FI | 97717X719 | 1,112 | 32 | SH | SOLE | Evermay | 0 | 0 | 32 | ||
WISDOMTREE TR | EM EX ST-OWNED | 97717X578 | 5,263,038 | 197,265 | SH | SOLE | Evermay | 4,661 | 0 | 192,604 | ||
WISDOMTREE TR | US MIDCAP DIVID | 97717W505 | 79,606 | 1,935 | SH | SOLE | Evermay | 0 | 0 | 1,935 | ||
WISDOMTREE TR | US SMALLCAP DIVD | 97717W604 | 116,320 | 4,090 | SH | SOLE | Evermay | 0 | 0 | 4,090 | ||
YUM BRANDS INC | COM | 988498101 | 1,255,824 | 9,805 | SH | SOLE | Evermay | 0 | 0 | 9,805 | ||
YUM CHINA HLDGS INC | COM | 98850P109 | 476,165 | 8,713 | SH | SOLE | Evermay | 0 | 0 | 8,713 | ||
ZIMMER BIOMET HOLDINGS INC | COM | 98956P102 | 215,649 | 1,688 | SH | SOLE | Evermay | 178 | 0 | 1,510 | ||
ZIMVIE INC | COM | 98888T107 | 75 | 8 | SH | SOLE | Evermay | 0 | 0 | 8 | ||
ZOETIS INC | CL A | 98978V103 | 4,103 | 28 | SH | SOLE | Evermay | 0 | 0 | 28 |