1122 is the total number of securities Essex Financial Services, Inc. has owned. The longest Essex Financial Services, Inc. has owned a single stock is 45 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
AAPL | APPLE INC COM | 45 | 45 | 1.51% | 3.90% | 6.30% | Q2 2013 | Q2 2024 | 45 |
XOM | EXXON MOBIL CORP COM | 45 | 45 | 0.64% | 2.76% | 6.79% | Q2 2013 | Q2 2024 | 45 |
CODI | COMPASS DIVERSIFIED HO... | 45 | 45 | 0.24% | 2.48% | 5.95% | Q2 2013 | Q2 2024 | 45 |
JNJ | JOHNSON & JOHNSONCOM | 45 | 45 | 0.86% | 2.41% | 3.52% | Q2 2013 | Q2 2024 | 45 |
PFE | PFIZER INC COM | 45 | 45 | 0.63% | 1.99% | 3.57% | Q2 2013 | Q2 2024 | 45 |
MSFT | MICROSOFT CORPCOM | 45 | 45 | 0.61% | 1.97% | 3.56% | Q2 2013 | Q2 2024 | 45 |
PG | PROCTER & GAMBLE COCOM | 45 | 45 | 0.85% | 1.54% | 2.52% | Q2 2013 | Q2 2024 | 45 |
AMZN | AMAZON INC | 45 | 45 | 0.08% | 1.39% | 3.92% | Q2 2013 | Q2 2024 | 45 |
BRKA | BERKSHIRE HATHAWAYINC ... | 45 | 45 | 0.17% | 1.19% | 2.24% | Q2 2013 | Q2 2024 | 45 |
BRKB | BERKSHIRE HATHAWAYINC ... | 45 | 45 | 0.75% | 1.13% | 1.83% | Q2 2013 | Q2 2024 | 45 |
SPY | SPDR S&P 500 ETF TRTR ... | 45 | 45 | 0.30% | 1.12% | 2.06% | Q2 2013 | Q2 2024 | 45 |
JPM | JPMORGAN CHASE & CO COM | 45 | 45 | 0.64% | 1.11% | 1.65% | Q2 2013 | Q2 2024 | 45 |
T | AT&T INC COM | 45 | 45 | 0.13% | 1.02% | 1.69% | Q2 2013 | Q2 2024 | 45 |
INTC | INTEL CORP COM | 45 | 45 | 0.11% | 1.00% | 2.64% | Q2 2013 | Q2 2024 | 45 |
AMGN | AMGEN INCCOM | 45 | 45 | 0.11% | 0.97% | 2.99% | Q2 2013 | Q2 2024 | 45 |
LLY | LILLY ELI & CO COM | 45 | 45 | 0.56% | 0.96% | 1.91% | Q2 2013 | Q2 2024 | 45 |
IBM | INTL BUSINESS MACHS CORP | 45 | 45 | 0.34% | 0.95% | 3.03% | Q2 2013 | Q2 2024 | 45 |
CVX | CHEVRON CORP NEW COM | 45 | 45 | 0.28% | 0.94% | 2.04% | Q2 2013 | Q2 2024 | 45 |
USB | US BANCORP DEL COM NEW | 45 | 45 | 0.05% | 0.90% | 1.74% | Q2 2013 | Q2 2024 | 45 |
HD | HOME DEPOT INC COM | 45 | 45 | 0.51% | 0.88% | 1.52% | Q2 2013 | Q2 2024 | 45 |
BAC | BK OF AMERICA CORP COM | 45 | 45 | 0.34% | 0.83% | 1.52% | Q2 2013 | Q2 2024 | 45 |
BA | BOEING CO COM | 45 | 45 | 0.10% | 0.79% | 2.74% | Q2 2013 | Q2 2024 | 45 |
PEP | PEPSICO INC COM | 45 | 45 | 0.43% | 0.78% | 1.04% | Q2 2013 | Q2 2024 | 45 |
CSCO | CISCO SYSTEMS INC | 45 | 45 | 0.26% | 0.75% | 1.39% | Q2 2013 | Q2 2024 | 45 |
MO | ALTRIA GROUP INC COM | 45 | 45 | 0.15% | 0.74% | 1.44% | Q2 2013 | Q2 2024 | 45 |
V | VISA INC COM CL A | 45 | 45 | 0.30% | 0.74% | 1.39% | Q2 2013 | Q2 2024 | 45 |
VZ | VERIZONCOMMUNICATIONS ... | 45 | 45 | 0.22% | 0.69% | 1.15% | Q2 2013 | Q2 2024 | 45 |
MRK | MERCK & CO INC NEWCOM | 45 | 45 | 0.29% | 0.62% | 1.00% | Q2 2013 | Q2 2024 | 45 |
DIS | DISNEY WALT CODISNEY COM | 45 | 45 | 0.14% | 0.62% | 1.14% | Q2 2013 | Q2 2024 | 45 |
WFC | WELLS FARGO CO NEW COM | 45 | 45 | 0.07% | 0.62% | 1.21% | Q2 2013 | Q2 2024 | 45 |
ABBV | ABBVIE INCCOM | 45 | 45 | 0.42% | 0.58% | 0.84% | Q2 2013 | Q2 2024 | 45 |
GD | GENERAL DYNAMICSCORP COM | 45 | 45 | 0.18% | 0.55% | 1.47% | Q2 2013 | Q2 2024 | 45 |
UNH | UNITEDHEALTH GROUPINC COM | 45 | 45 | 0.21% | 0.54% | 1.05% | Q2 2013 | Q2 2024 | 45 |
KO | COCA COLA COMPANY | 45 | 45 | 0.25% | 0.54% | 1.15% | Q2 2013 | Q2 2024 | 45 |
CMCSA | COMCAST CORP NEW CL A | 45 | 45 | 0.07% | 0.54% | 14.81% | Q2 2013 | Q2 2024 | 45 |
FB | META PLATFORMS INC CL A | 45 | 45 | 0.08% | 0.53% | 1.22% | Q2 2013 | Q2 2024 | 45 |
PM | PHILIP MORRIS INTLINC COM | 45 | 45 | 0.14% | 0.52% | 1.34% | Q2 2013 | Q2 2024 | 45 |
BMY | BRISTOL-MYERS SQUIBB C... | 45 | 45 | 0.16% | 0.52% | 1.27% | Q2 2013 | Q2 2024 | 45 |
MCD | MCDONALDS CORP COM | 45 | 45 | 0.09% | 0.51% | 1.06% | Q2 2013 | Q2 2024 | 45 |
CVS | CVS HEALTH CORP COM | 45 | 45 | 0.13% | 0.50% | 0.94% | Q2 2013 | Q2 2024 | 45 |
UNP | UNION PACIFIC CORPCOM | 45 | 45 | 0.26% | 0.48% | 0.78% | Q2 2013 | Q2 2024 | 45 |
ADP | AUTOMATIC DATAPROCESSI... | 45 | 45 | 0.23% | 0.47% | 0.83% | Q2 2013 | Q2 2024 | 45 |
SO | SOUTHERN CO COM | 45 | 45 | 0.22% | 0.44% | 0.97% | Q2 2013 | Q2 2024 | 45 |
SWK | STANLEY BLACK &DECKER ... | 45 | 45 | 0.10% | 0.38% | 0.66% | Q2 2013 | Q2 2024 | 45 |
ADBE | ADOBE SYS INC COM | 45 | 45 | 0.12% | 0.38% | 0.94% | Q2 2013 | Q2 2024 | 45 |
PPG | PPG INDUSTRIES INC | 45 | 45 | 0.06% | 0.36% | 0.57% | Q2 2013 | Q2 2024 | 45 |
ABT | ABBOTT LABS COM | 45 | 45 | 0.20% | 0.35% | 0.55% | Q2 2013 | Q2 2024 | 45 |
CAT | CATERPILLAR INC COM | 45 | 45 | 0.21% | 0.33% | 0.62% | Q2 2013 | Q2 2024 | 45 |
NSC | NORFOLK SOUTHN CORP | 45 | 45 | 0.15% | 0.33% | 0.75% | Q2 2013 | Q2 2024 | 45 |
MMM | 3M CO COM | 45 | 45 | 0.10% | 0.33% | 0.59% | Q2 2013 | Q2 2024 | 45 |
HON | HONEYWELL INTL INC | 45 | 45 | 0.18% | 0.32% | 0.48% | Q2 2013 | Q2 2024 | 45 |
C | CITIGROUP INC | 45 | 45 | 0.07% | 0.30% | 0.52% | Q2 2013 | Q2 2024 | 45 |
GILD | GILEAD SCIENCES INC | 45 | 45 | 0.02% | 0.29% | 0.95% | Q2 2013 | Q2 2024 | 45 |
TJX | TJX COS INC NEW COM | 45 | 45 | 0.12% | 0.28% | 0.54% | Q2 2013 | Q2 2024 | 45 |
PNC | PNC FINL SVCS GROUPINC... | 45 | 45 | 0.12% | 0.25% | 0.50% | Q2 2013 | Q2 2024 | 45 |
GS | GOLDMAN SACHS GROUPINC... | 45 | 45 | 0.10% | 0.25% | 0.54% | Q2 2013 | Q2 2024 | 45 |
DUK | DUKE ENERGY CORP NEWCO... | 45 | 45 | 0.12% | 0.25% | 0.40% | Q2 2013 | Q2 2024 | 45 |
SYK | STRYKER CORPORATION | 45 | 45 | 0.04% | 0.24% | 0.71% | Q2 2013 | Q2 2024 | 45 |
CMI | CUMMINS INC COM | 45 | 45 | 0.11% | 0.24% | 0.67% | Q2 2013 | Q2 2024 | 45 |
CL | COLGATE PALMOLIVE COCOM | 45 | 45 | 0.07% | 0.23% | 0.53% | Q2 2013 | Q2 2024 | 45 |
EPD | ENTERPRISE PRODSPARTNE... | 45 | 45 | 0.05% | 0.21% | 0.61% | Q2 2013 | Q2 2024 | 45 |
COST | COSTCO WHSL CORP NEW | 45 | 45 | 0.07% | 0.21% | 0.32% | Q2 2013 | Q2 2024 | 45 |
WMT | WAL MART STORES INCCOM | 45 | 45 | 0.13% | 0.20% | 0.31% | Q2 2013 | Q2 2024 | 45 |
NVS | NOVARTIS AGSPONSORED ADR | 45 | 45 | 0.06% | 0.19% | 0.41% | Q2 2013 | Q2 2024 | 45 |
NEE | NEXTERA ENERGY INCCOM | 45 | 45 | 0.12% | 0.19% | 0.36% | Q2 2013 | Q2 2024 | 45 |
O | REALTY INCOME CORPCOM | 45 | 45 | 0.07% | 0.19% | 0.32% | Q2 2013 | Q2 2024 | 45 |
AXP | AMERICAN EXPRESSCOMPANY | 45 | 45 | 0.07% | 0.19% | 0.42% | Q2 2013 | Q2 2024 | 45 |
EMR | EMERSON ELEC CO COM | 45 | 45 | 0.09% | 0.17% | 0.41% | Q2 2013 | Q2 2024 | 45 |
ORCL | ORACLE CORPORATION | 45 | 45 | 0.07% | 0.17% | 0.43% | Q2 2013 | Q2 2024 | 45 |
KMB | KIMBERLY-CLARK CORP COM | 45 | 45 | 0.05% | 0.17% | 0.31% | Q2 2013 | Q2 2024 | 45 |
TGT | TARGET CORP COM | 45 | 45 | 0.07% | 0.15% | 0.26% | Q2 2013 | Q2 2024 | 45 |
BDX | BECTON DICKINSON & CO COM | 45 | 45 | 0.04% | 0.15% | 0.37% | Q2 2013 | Q2 2024 | 45 |
TRV | TRAVELERS COS INCCOM | 45 | 45 | 0.04% | 0.15% | 0.27% | Q2 2013 | Q2 2024 | 45 |
WBS | WEBSTER FINL CORP CONN | 45 | 45 | 0.07% | 0.15% | 0.26% | Q2 2013 | Q2 2024 | 45 |
BK | BANK OF NEW YORKMELLON... | 45 | 45 | 0.05% | 0.15% | 0.28% | Q2 2013 | Q2 2024 | 45 |
MDLZ | MONDELEZ INTL INC CLA | 45 | 45 | 0.06% | 0.14% | 0.22% | Q2 2013 | Q2 2024 | 45 |
UL | UNILEVER PLC SPON ADR NEW | 45 | 45 | 0.07% | 0.13% | 0.25% | Q2 2013 | Q2 2024 | 45 |
APD | AIR PRODS & CHEMSINC COM | 45 | 45 | 0.05% | 0.12% | 0.19% | Q2 2013 | Q2 2024 | 45 |
DEO | DIAGEO PLC | 45 | 45 | 0.04% | 0.10% | 0.22% | Q2 2013 | Q2 2024 | 45 |
CSX | CSX CORPORATION | 45 | 45 | 0.04% | 0.10% | 0.20% | Q2 2013 | Q2 2024 | 45 |
SYY | SYSCO CORP COM | 45 | 45 | 0.04% | 0.09% | 0.16% | Q2 2013 | Q2 2024 | 45 |
HSY | HERSHEY CO COM | 45 | 45 | 0.03% | 0.09% | 0.20% | Q2 2013 | Q2 2024 | 45 |
COP | CONOCOPHILLIPS COM | 31 | 13 | 0.03% | 0.44% | 0.93% | Q2 2013 | Q2 2024 | 44 |
SON | SONOCO PRODS CO COM | 43 | 1 | 0.06% | 0.23% | 0.41% | Q2 2013 | Q2 2024 | 44 |
LH | LABORATORY CORP OF AME... | 44 | 44 | 0.05% | 0.19% | 0.32% | Q2 2013 | Q1 2024 | 44 |
GIS | GENERAL MLS INC COM | 42 | 2 | 0.02% | 0.17% | 0.36% | Q2 2013 | Q2 2024 | 44 |
TD | TORONTO DOMINION BKONT | 44 | 44 | 0.03% | 0.16% | 0.42% | Q3 2013 | Q2 2024 | 44 |
DE | DEERE & CO COM | 23 | 21 | 0.05% | 0.13% | 0.33% | Q2 2013 | Q2 2024 | 44 |
ETN | EATON CORP PLC SHS | 25 | 19 | 0.04% | 0.12% | 0.31% | Q2 2013 | Q2 2024 | 44 |
ALL | ALLSTATE CORP COM | 43 | 1 | 0.05% | 0.12% | 0.26% | Q2 2013 | Q2 2024 | 44 |
F | FORD MTR CO DEL | 28 | 16 | 0.02% | 0.11% | 0.29% | Q2 2013 | Q2 2024 | 44 |
ACN | ACCENTURE PLCIRELAND CLA | 44 | 44 | 0.08% | 0.10% | 0.17% | Q3 2013 | Q2 2024 | 44 |
ARCC | ARES CAPITAL CORP COM | 22 | 22 | 0.05% | 0.10% | 0.18% | Q2 2013 | Q2 2024 | 44 |
ITW | ILLINOIS TOOL WORKSINC | 43 | 1 | 0.04% | 0.09% | 0.14% | Q2 2013 | Q2 2024 | 44 |
EXC | EXELON CORP COM | 28 | 16 | 0.02% | 0.07% | 0.24% | Q2 2013 | Q2 2024 | 44 |
TMO | THERMO FISHER SCIENTIF... | 42 | 1 | 0.08% | 0.52% | 0.93% | Q2 2013 | Q2 2024 | 43 |
IJH | ISHARES TR CORE S&PMID... | 23 | 20 | 0.08% | 0.32% | 0.52% | Q2 2013 | Q2 2024 | 43 |
PSX | PHILLIPS 66 COM | 33 | 10 | 0.02% | 0.31% | 0.66% | Q2 2013 | Q2 2024 | 43 |
LMT | LOCKHEED MARTIN CORP | 43 | 43 | 0.12% | 0.31% | 0.46% | Q4 2013 | Q2 2024 | 43 |
IJR | ISHARES TR CORE S&PSMA... | 23 | 20 | 0.08% | 0.31% | 0.73% | Q2 2013 | Q2 2024 | 43 |
SBUX | STARBUCKS CORP | 43 | 43 | 0.07% | 0.30% | 0.51% | Q4 2013 | Q2 2024 | 43 |
KMI | KINDER MORGAN INCDEL COM | 39 | 4 | 0.03% | 0.20% | 1.25% | Q2 2013 | Q2 2024 | 43 |
NKE | NIKE INC CL B | 43 | 43 | 0.04% | 0.14% | 0.35% | Q4 2013 | Q2 2024 | 43 |
GWW | GRAINGER W W INC COM | 27 | 16 | 0.05% | 0.10% | 0.28% | Q2 2013 | Q2 2024 | 43 |
VIG | VANGUARD SPEC PORT DIV... | 24 | 1 | 0.10% | 0.52% | 1.07% | Q2 2013 | Q2 2024 | 42 |
MA | MASTERCARD INCORPORATED | 42 | 42 | 0.08% | 0.16% | 0.28% | Q1 2014 | Q2 2024 | 42 |
ECL | ECOLAB INC COM | 37 | 2 | 0.02% | 0.11% | 0.21% | Q2 2013 | Q2 2024 | 42 |
UPS | UNITED PARCEL SVC INC CLB | 41 | 1 | 0.06% | 0.11% | 0.18% | Q4 2013 | Q2 2024 | 42 |
BLK | BLACKROCK INC COM | 23 | 1 | 0.05% | 0.11% | 0.23% | Q2 2013 | Q2 2024 | 42 |
MAR | MARRIOTT INTL INCNEW CL A | 27 | 15 | 0.04% | 0.10% | 0.16% | Q2 2013 | Q2 2024 | 42 |
SBRA | SABRA HEALTH CAREREIT ... | 32 | 1 | 0.01% | 0.07% | 0.12% | Q3 2013 | Q2 2024 | 42 |
IWR | ISHARES TR RUSSELL MID... | 41 | 41 | 0.08% | 0.42% | 0.64% | Q2 2014 | Q2 2024 | 41 |
SLB | SCHLUMBERGER LTD COM STK | 28 | 13 | 0.04% | 0.37% | 0.98% | Q2 2013 | Q2 2024 | 41 |
XLF | SELECT SECTOR SPDRTR F... | 21 | 20 | 0.08% | 0.12% | 0.20% | Q4 2013 | Q2 2024 | 41 |
SNY | SANOFI SA | 33 | 1 | 0.02% | 0.10% | 0.23% | Q2 2013 | Q2 2024 | 41 |
PEG | PUBLIC SVC ENTERPRISE ... | 18 | 2 | 0.03% | 0.05% | 0.08% | Q2 2013 | Q2 2024 | 41 |
NOBL | PROSHARES TR S&P 500DI... | 22 | 18 | 0.08% | 0.93% | 1.77% | Q2 2014 | Q2 2024 | 40 |
SDY | SPDR SER TR S&PDIVID ETF | 22 | 1 | 0.06% | 0.39% | 0.63% | Q2 2013 | Q2 2024 | 40 |
VFH | VANGUARD WORLD FDSFINL... | 23 | 17 | 0.06% | 0.38% | 1.39% | Q3 2013 | Q2 2024 | 40 |
DHR | DANAHER CORPORATION | 16 | 9 | 0.08% | 0.17% | 0.34% | Q2 2013 | Q2 2024 | 40 |
PFF | ISHARES TR S&P U SPFD ... | 21 | 1 | 0.04% | 0.17% | 0.29% | Q2 2013 | Q2 2024 | 40 |
WM | WASTE MGMT INC DEL | 26 | 14 | 0.04% | 0.09% | 0.14% | Q4 2013 | Q2 2024 | 40 |
ICCC | IMMUCELL CORP NEW | 27 | 1 | 0.00% | 0.03% | 0.05% | Q2 2013 | Q2 2024 | 40 |
VOOG | VANGUARD S&P 500 GROWT... | 39 | 39 | 0.06% | 1.56% | 2.96% | Q4 2014 | Q2 2024 | 39 |
IWM | ISHARES TR RUSSELL2000... | 19 | 3 | 0.05% | 0.15% | 0.22% | Q2 2013 | Q2 2024 | 39 |
STZ | CONSTELLATION BRANDS I... | 39 | 39 | 0.06% | 0.12% | 0.27% | Q4 2014 | Q2 2024 | 39 |
AMT | AMERICAN TOWER REIT | 39 | 39 | 0.06% | 0.11% | 0.25% | Q4 2014 | Q2 2024 | 39 |
VLO | VALERO ENERGY CORP | 25 | 1 | 0.02% | 0.09% | 0.16% | Q4 2013 | Q2 2024 | 39 |
ORLY | OREILLY AUTOMOTIVE INC | 39 | 39 | 0.05% | 0.08% | 0.13% | Q4 2014 | Q2 2024 | 39 |
DTE | DTE ENERGY CO COM | 33 | 1 | 0.02% | 0.07% | 0.12% | Q2 2013 | Q3 2023 | 39 |
DOV | DOVER CORP COM | 32 | 7 | 0.04% | 0.06% | 0.09% | Q2 2013 | Q2 2024 | 39 |
VYM | VANGUARD WHITEHALL FDS | 38 | 38 | 0.07% | 0.84% | 1.73% | Q1 2015 | Q2 2024 | 38 |
BABA | ALIBABA GROUP HLDG LTD... | 38 | 38 | 0.08% | 0.64% | 2.15% | Q1 2015 | Q2 2024 | 38 |
GLD | SPDR GOLD TR GOLDSHS | 20 | 1 | 0.07% | 0.59% | 1.48% | Q2 2013 | Q2 2024 | 38 |
VTI | VANGUARD TOTAL STK MKT | 38 | 38 | 0.06% | 0.42% | 0.78% | Q1 2015 | Q2 2024 | 38 |
VHT | VANGUARD WORLD FDS HEA... | 19 | 19 | 0.06% | 0.24% | 0.58% | Q2 2014 | Q2 2024 | 38 |
ES | EVERSOURCE ENERGY COM | 38 | 38 | 0.08% | 0.15% | 0.27% | Q1 2015 | Q2 2024 | 38 |
SCHW | SCHWAB CHARLES CORP | 25 | 13 | 0.02% | 0.09% | 0.17% | Q2 2014 | Q2 2024 | 38 |
IVV | ISHARES TR CORE S&P 500 | 37 | 37 | 0.05% | 0.64% | 1.60% | Q2 2015 | Q2 2024 | 37 |
ROP | ROPER TECHNOLOGIES INC | 32 | 2 | 0.05% | 0.37% | 1.23% | Q4 2014 | Q2 2024 | 37 |
MDT | MEDTRONICS PLC | 37 | 37 | 0.09% | 0.29% | 0.50% | Q2 2015 | Q2 2024 | 37 |
NLY | ANNALY CAP MGMT INCCOM | 37 | 37 | 0.01% | 0.16% | 0.43% | Q2 2013 | Q2 2022 | 37 |
YUM | YUM BRANDS INCCOM | 22 | 15 | 0.03% | 0.09% | 0.17% | Q2 2013 | Q2 2024 | 37 |
AEP | AMERICAN ELECTRICPOWER CO | 17 | 1 | 0.02% | 0.05% | 0.10% | Q3 2013 | Q2 2024 | 37 |
PBCT | PEOPLES UTD FINL INCCOM | 36 | 36 | 0.06% | 0.17% | 0.48% | Q2 2013 | Q1 2022 | 36 |
XLE | SELECT SECTOR SPDRTR E... | 23 | 13 | 0.02% | 0.15% | 0.41% | Q2 2013 | Q2 2024 | 36 |
CRM | SALESFORCE INC | 36 | 36 | 0.03% | 0.11% | 0.22% | Q3 2015 | Q2 2024 | 36 |
ED | CONSOLIDATED EDISONINC... | 24 | 2 | 0.01% | 0.06% | 0.18% | Q2 2013 | Q2 2024 | 36 |
GOOGL | GOOGLE INC | 35 | 35 | 0.79% | 1.39% | 1.82% | Q4 2015 | Q2 2024 | 35 |
GOOG | ALPHABET INC CAP STK CL C | 35 | 35 | 0.45% | 0.69% | 1.01% | Q4 2015 | Q2 2024 | 35 |
USMV | ISHARES USA MIN VOL | 35 | 35 | 0.05% | 0.52% | 1.12% | Q4 2015 | Q2 2024 | 35 |
TSLA | TESLA MTRS INC | 31 | 4 | 0.05% | 0.47% | 1.44% | Q3 2015 | Q2 2024 | 35 |
VEA | VANGUARD TAX MANAGED I... | 27 | 3 | 0.05% | 0.16% | 0.38% | Q2 2015 | Q2 2024 | 35 |
QCOM | QUALCOMM INC | 21 | 1 | 0.04% | 0.16% | 0.40% | Q2 2013 | Q2 2024 | 35 |
IYW | ISHARESUS TECHNOLOGY ETF | 19 | 16 | 0.04% | 0.11% | 0.17% | Q3 2013 | Q2 2024 | 35 |
ETV | EATON VANCE TAXMANAGED... | 35 | 35 | 0.03% | 0.10% | 0.40% | Q4 2015 | Q2 2024 | 35 |
EFA | ISHARES TR MSCI EAFEETF | 17 | 1 | 0.04% | 0.10% | 0.41% | Q2 2013 | Q2 2024 | 35 |
IXN | ISHARES TRUST S&P GLOB... | 17 | 1 | 0.04% | 0.09% | 0.16% | Q2 2013 | Q2 2024 | 35 |
IRM | IRON MTN INC DEL | 19 | 16 | 0.04% | 0.07% | 0.12% | Q2 2015 | Q2 2024 | 35 |
VKI | VAN KAMPEN AMRICAN CAP... | 28 | 7 | 0.01% | 0.06% | 0.11% | Q2 2013 | Q1 2022 | 35 |
GE | GENERAL ELECTRIC COCOM | 34 | 34 | 0.21% | 2.14% | 4.36% | Q2 2013 | Q3 2021 | 34 |
VB | VANGUARD SMALL CAP ETF | 19 | 5 | 0.08% | 0.27% | 0.48% | Q1 2015 | Q2 2024 | 34 |
CB | CHUBB LTD | 34 | 34 | 0.08% | 0.25% | 0.56% | Q1 2016 | Q2 2024 | 34 |
VUG | VANGUARD INDEX GROWTH | 26 | 8 | 0.06% | 0.18% | 0.45% | Q3 2015 | Q2 2024 | 34 |
MDY | S & P MID CAP 400 DEP ... | 17 | 1 | 0.06% | 0.10% | 0.13% | Q2 2013 | Q2 2024 | 34 |
ANTM | ELEVANCE HEALTH INC COM | 31 | 2 | 0.04% | 0.20% | 0.42% | Q1 2015 | Q2 2024 | 33 |
VGT | VANGUARD WORLD FDSVANG... | 19 | 14 | 0.07% | 0.17% | 0.44% | Q3 2015 | Q2 2024 | 33 |
BAM | BROOKFIELD ASSET MGMT ... | 27 | 6 | 0.03% | 0.15% | 0.21% | Q2 2013 | Q3 2022 | 33 |
IBB | ISHARES TR NASDAQBIOTE... | 19 | 1 | 0.05% | 0.13% | 0.29% | Q1 2014 | Q2 2024 | 33 |
LOW | LOWES COS INC COM | 31 | 2 | 0.05% | 0.10% | 0.14% | Q1 2016 | Q2 2024 | 33 |
BFB | BROWN FORMAN CORP CL B | 29 | 4 | 0.02% | 0.06% | 0.10% | Q2 2015 | Q2 2024 | 33 |
NVDA | NVIDIA CORPORATION | 32 | 32 | 0.09% | 0.40% | 1.55% | Q3 2016 | Q2 2024 | 32 |
DVY | ISHARES TR SELECTDIVID... | 17 | 1 | 0.04% | 0.27% | 0.37% | Q2 2013 | Q2 2024 | 32 |
IWF | ISHARES TR RUSSELL 100... | 21 | 3 | 0.05% | 0.18% | 0.40% | Q2 2015 | Q2 2024 | 32 |
XBI | SPDR SER TR S&PBIOTECH... | 16 | 1 | 0.02% | 0.16% | 0.43% | Q3 2013 | Q2 2024 | 32 |
MMP | MAGELLAN MIDSTREAMPART... | 23 | 9 | 0.04% | 0.13% | 0.31% | Q2 2013 | Q2 2023 | 32 |
VNQ | VANGUARD REIT INDEX ETF | 14 | 4 | 0.04% | 0.12% | 0.39% | Q1 2014 | Q2 2024 | 32 |
MS | MORGAN STANLEY | 15 | 1 | 0.04% | 0.12% | 0.67% | Q4 2014 | Q2 2024 | 32 |
WASH | WASHINGTON TRUST BANCO... | 24 | 8 | 0.02% | 0.11% | 0.22% | Q2 2013 | Q4 2022 | 32 |
KEY | KEYCORP COM | 32 | 32 | 0.02% | 0.11% | 0.24% | Q3 2016 | Q2 2024 | 32 |
GSK | GLAXOSMITHKLINE PLC SP... | 27 | 1 | 0.02% | 0.09% | 0.19% | Q2 2013 | Q1 2022 | 32 |
MCK | MCKESSON CORP | 19 | 1 | 0.05% | 0.08% | 0.14% | Q1 2014 | Q2 2024 | 32 |
VTN | INVESCO TR INVT GRAD N... | 31 | 1 | 0.03% | 0.05% | 0.08% | Q2 2013 | Q2 2021 | 32 |
VO | VANGUARD MID CAP | 22 | 3 | 0.05% | 0.42% | 0.85% | Q3 2015 | Q2 2024 | 31 |
CI | CIGNA CORP COM | 31 | 31 | 0.14% | 0.25% | 0.37% | Q2 2013 | Q4 2020 | 31 |
AMX | AMERICA MOVIL SAB DEC V | 31 | 31 | 0.14% | 0.23% | 0.40% | Q2 2013 | Q4 2020 | 31 |
D | DOMINION RESOURCES INC | 13 | 1 | 0.02% | 0.07% | 0.16% | Q2 2013 | Q2 2024 | 31 |
TTE | TOTAL SE SPON ADR | 15 | 3 | 0.03% | 0.06% | 0.11% | Q4 2014 | Q2 2024 | 31 |
BACPRL | BANK AMER CORPNON CUM ... | 30 | 30 | 0.08% | 0.27% | 2.58% | Q2 2013 | Q3 2020 | 30 |
IVW | I SHARES TR S&P 500 GR... | 23 | 1 | 0.05% | 0.19% | 0.44% | Q4 2015 | Q2 2024 | 30 |
DIA | SPDR DOW JONES INDUSTR... | 18 | 1 | 0.05% | 0.12% | 0.18% | Q4 2014 | Q2 2024 | 30 |
HAL | HALLIBURTON CO COM | 24 | 1 | 0.01% | 0.08% | 0.14% | Q2 2013 | Q4 2023 | 30 |
VXUS | VANGUARD TOTAL INTL ST... | 19 | 3 | 0.07% | 0.19% | 0.40% | Q4 2016 | Q2 2024 | 29 |
RJF | RAYMOND JAMES FINLINC COM | 15 | 2 | 0.02% | 0.12% | 0.29% | Q2 2013 | Q2 2024 | 29 |
MET | METLIFE INC COM | 19 | 10 | 0.01% | 0.10% | 0.19% | Q2 2013 | Q2 2024 | 29 |
GTY | GETTY RLTY CORP NEW | 29 | 29 | 0.05% | 0.10% | 0.18% | Q2 2017 | Q2 2024 | 29 |
GNTX | GENTEX CORP | 11 | 3 | 0.03% | 0.05% | 0.09% | Q2 2014 | Q4 2022 | 29 |
UTX | UNITED TECHNOLOGIESCORP | 28 | 28 | 0.79% | 1.01% | 1.30% | Q2 2013 | Q1 2020 | 28 |
PHYS | SPROTT PHYSICAL GOLD T... | 28 | 28 | 0.06% | 0.47% | 0.74% | Q3 2017 | Q2 2024 | 28 |
ETP | ENERGY TRANSFERPARTNER... | 28 | 28 | 0.04% | 0.41% | 0.91% | Q2 2013 | Q1 2020 | 28 |
BKCC | BLACKROCK KELSO CAPCOR... | 28 | 28 | 0.01% | 0.18% | 0.29% | Q2 2013 | Q1 2020 | 28 |
TSM | TAIWAN SEMICONDUCTOR M... | 19 | 2 | 0.05% | 0.14% | 0.28% | Q2 2013 | Q2 2024 | 28 |
NVO | NOVO NORSISK A.S. | 15 | 1 | 0.02% | 0.10% | 0.17% | Q2 2013 | Q2 2024 | 28 |
AWR | AMRICAN STS WTR CO | 23 | 5 | 0.05% | 0.07% | 0.11% | Q1 2015 | Q2 2024 | 28 |
DON | WISDOM TREE TR US MIDC... | 14 | 1 | 0.03% | 0.07% | 0.12% | Q1 2014 | Q2 2024 | 28 |
NRK | NUVEEN NEW YORK AMT-FR... | 22 | 1 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q2 2021 | 28 |
EOG | EOG RESOURCES INC | 16 | 11 | 0.05% | 0.21% | 0.91% | Q4 2014 | Q2 2024 | 27 |
AGG | ISHARES TR CORE U SAGG... | 11 | 1 | 0.03% | 0.19% | 0.46% | Q2 2013 | Q2 2024 | 27 |
RDSA | ROYAL DUTCH SHELLPLC S | 27 | 27 | 0.05% | 0.13% | 0.25% | Q2 2013 | Q4 2019 | 27 |
VFC | V F CORP COM | 26 | 1 | 0.06% | 0.11% | 0.16% | Q2 2013 | Q3 2023 | 27 |
KAMN | KAMAN CORP COM | 27 | 27 | 0.07% | 0.10% | 0.14% | Q2 2013 | Q4 2019 | 27 |
BP | BP PLC SPONS ADR | 27 | 27 | 0.04% | 0.09% | 0.17% | Q2 2013 | Q4 2019 | 27 |
OXY | OCCIDENTAL PETE CORPCOM | 16 | 5 | 0.02% | 0.08% | 0.17% | Q2 2013 | Q2 2024 | 27 |
BXMT | BLACKSTONE MTG TR INC ... | 16 | 3 | 0.02% | 0.07% | 0.12% | Q2 2016 | Q1 2024 | 27 |
OGE | OGE ENERGY CORP COM | 12 | 1 | 0.02% | 0.06% | 0.12% | Q2 2013 | Q2 2024 | 27 |
APH | AMPHENOL CORP NEW | 17 | 10 | 0.03% | 0.05% | 0.08% | Q3 2017 | Q2 2024 | 27 |
FDX | FEDEX CORP | 16 | 1 | 0.03% | 0.05% | 0.08% | Q1 2016 | Q2 2024 | 27 |
NMFC | NEW MTN FIN CORP | 12 | 4 | 0.01% | 0.03% | 0.05% | Q3 2016 | Q2 2024 | 27 |
CELG | CELGENE CORP | 26 | 26 | 0.41% | 0.68% | 0.95% | Q2 2013 | Q3 2019 | 26 |
SPROTT FOCUS TR INC | 26 | 26 | 0.26% | 0.49% | 0.89% | Q2 2015 | Q3 2021 | 26 | |
VTV | VANGUARD VALUE ETF | 26 | 26 | 0.05% | 0.48% | 1.02% | Q1 2018 | Q2 2024 | 26 |
IXUS | ISHARES TR CORE TOTAL ... | 23 | 1 | 0.18% | 0.31% | 0.49% | Q1 2017 | Q2 2024 | 26 |
EFAV | KINDER MORGAN INCDEL | 19 | 1 | 0.04% | 0.22% | 1.05% | Q1 2016 | Q2 2024 | 26 |
WBA | WALGREENS BOOTS ALLIAN... | 21 | 5 | 0.02% | 0.16% | 0.30% | Q4 2014 | Q1 2022 | 26 |
MSI | MOTOROLA SOLUTIONS INC... | 18 | 1 | 0.02% | 0.15% | 0.42% | Q1 2015 | Q2 2024 | 26 |
VWO | VANGUARD INTL EQUITY I... | 20 | 2 | 0.06% | 0.13% | 0.39% | Q1 2017 | Q2 2024 | 26 |
LUMN | LUMEN TECHNOLOGIES INC | 23 | 1 | 0.03% | 0.11% | 0.23% | Q4 2013 | Q4 2020 | 26 |
QQQ | INVESCO QQQ TRUST | 25 | 25 | 0.09% | 2.35% | 4.01% | Q2 2018 | Q2 2024 | 25 |
RSP | INVESTCO S&P 500 EQL WGT | 25 | 25 | 0.44% | 0.80% | 1.18% | Q2 2018 | Q2 2024 | 25 |
VDE | VANGUARD WORLD FDS ENERGY | 13 | 1 | 0.03% | 0.11% | 0.19% | Q1 2015 | Q2 2024 | 25 |
IDV | ISHARES TR INTL SELECT... | 7 | 1 | 0.03% | 0.10% | 0.20% | Q4 2013 | Q3 2022 | 25 |
VGK | VANGUARD INTL EQUITY ... | 15 | 1 | 0.04% | 0.08% | 0.12% | Q2 2015 | Q2 2024 | 25 |
IP | INTERNTIONAL PAPER CO | 18 | 1 | 0.02% | 0.06% | 0.09% | Q2 2014 | Q2 2024 | 25 |
CWCO | CONSOLIDATED WATER CO LTD | 25 | 25 | 0.03% | 0.05% | 0.08% | Q2 2014 | Q2 2020 | 25 |
TNK | TEEKAY TANKERS LTDCL A | 22 | 3 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2019 | 25 |
DGRO | ISHARES TR CORE DIV GR... | 20 | 1 | 0.06% | 0.51% | 0.82% | Q4 2016 | Q2 2024 | 24 |
ITOT | ISHARES TR CORE S&P TO... | 20 | 1 | 0.10% | 0.37% | 1.27% | Q4 2016 | Q2 2024 | 24 |
VOO | VANGUARD S&P 500 ETF | 19 | 5 | 0.08% | 0.31% | 0.52% | Q2 2016 | Q2 2024 | 24 |
IWD | ISHARES TR RUSSELL 100... | 20 | 1 | 0.05% | 0.15% | 0.27% | Q4 2016 | Q2 2024 | 24 |
PSEC | PROSPECT CAP CORP | 22 | 2 | 0.02% | 0.08% | 0.62% | Q1 2014 | Q2 2020 | 24 |
OKE | ONEOK INC NEW COM | 15 | 4 | 0.03% | 0.06% | 0.12% | Q3 2017 | Q2 2024 | 24 |
TROW | T ROWE PRICE GROUP INC | 9 | 3 | 0.02% | 0.05% | 0.08% | Q4 2017 | Q2 2024 | 24 |
LEO | DREYFUS STRATEGICMUNS ... | 24 | 24 | 0.03% | 0.05% | 0.09% | Q2 2013 | Q1 2019 | 24 |
IHE | ISHARES TR USPHARMACEU... | 13 | 1 | 0.02% | 0.04% | 0.07% | Q4 2013 | Q2 2024 | 24 |
IDXX | IDEXX LABS INC | 23 | 23 | 0.08% | 0.19% | 0.38% | Q4 2018 | Q2 2024 | 23 |
FCX | FREEPORT-MCMORAN INCCL B | 16 | 7 | 0.05% | 0.17% | 0.77% | Q2 2013 | Q2 2024 | 23 |
TGP | TEEKAY LNG PARTNERS L ... | 14 | 9 | 0.06% | 0.13% | 0.31% | Q2 2013 | Q1 2022 | 23 |
DSM | DREYFUS STRATEGIC MUNS... | 17 | 6 | 0.04% | 0.08% | 0.13% | Q2 2013 | Q1 2019 | 23 |
PRU | PRUDENTIAL FINL INC | 9 | 1 | 0.02% | 0.06% | 0.12% | Q2 2013 | Q1 2023 | 23 |
ETB | EATON VANCE T/M GL BUY... | 16 | 7 | 0.02% | 0.04% | 0.07% | Q2 2014 | Q2 2024 | 23 |
AET | AETNA INC NEW COM | 22 | 22 | 0.19% | 0.37% | 0.60% | Q2 2013 | Q3 2018 | 22 |
BX | BLACKSTONE GROUP LP | 22 | 22 | 0.09% | 0.29% | 0.57% | Q1 2014 | Q2 2019 | 22 |
FBNK | FIRST CONN BANCORPINC ... | 22 | 22 | 0.15% | 0.21% | 0.26% | Q2 2013 | Q3 2018 | 22 |
ESRX | EXPRESS SCRIPTSHLDG CO... | 22 | 22 | 0.05% | 0.13% | 0.25% | Q2 2013 | Q3 2018 | 22 |
AIG | AMERICAN INTL GROUPINC... | 12 | 3 | 0.02% | 0.13% | 0.22% | Q2 2014 | Q2 2024 | 22 |
IJK | ISHARES TR S&PMIDCAP 4... | 21 | 1 | 0.02% | 0.06% | 0.14% | Q3 2013 | Q2 2024 | 22 |
CLX | CLOROX CO DEL COM | 10 | 1 | 0.01% | 0.06% | 0.11% | Q4 2014 | Q2 2024 | 22 |
ET | ENERGY TRANSFERPARTNER... | 17 | 5 | 0.01% | 0.05% | 0.13% | Q3 2014 | Q2 2024 | 22 |
VMO | INVESCO TR MUN OPPTY | 22 | 22 | 0.02% | 0.05% | 0.10% | Q2 2013 | Q3 2018 | 22 |
PNNT | PENNANTPARK INVT CORP | 13 | 1 | 0.01% | 0.01% | 0.03% | Q2 2015 | Q2 2024 | 22 |
SPLV | POWERSHARES SP500 LOW ... | 21 | 21 | 0.18% | 0.57% | 0.75% | Q2 2019 | Q2 2024 | 21 |
JPST | JPMORGAN ULTRA-SHORT I... | 21 | 21 | 0.07% | 0.44% | 0.96% | Q2 2019 | Q2 2024 | 21 |
IUSG | ISHARES TR | 21 | 21 | 0.08% | 0.16% | 0.26% | Q2 2019 | Q2 2024 | 21 |
DOW | DOW INC COM | 21 | 21 | 0.10% | 0.14% | 0.25% | Q2 2019 | Q2 2024 | 21 |
AVGO | BROADCOM INC | 20 | 1 | 0.06% | 0.12% | 0.22% | Q1 2019 | Q2 2024 | 21 |
IEFA | ISHARES TR CORE MSCI EAFE | 18 | 1 | 0.05% | 0.12% | 0.44% | Q1 2017 | Q2 2024 | 21 |
PX | PRAXAIR INC | 20 | 1 | 0.06% | 0.12% | 0.20% | Q2 2013 | Q3 2018 | 21 |
UN | UNILEVER NV | 20 | 1 | 0.05% | 0.12% | 0.16% | Q1 2015 | Q3 2020 | 21 |
ILCG | ISHARES TR MORNINGSTAR... | 16 | 1 | 0.07% | 0.11% | 0.20% | Q3 2016 | Q2 2024 | 21 |
MPV | MASSMUTUAL PARTICIPATI... | 20 | 1 | 0.04% | 0.09% | 0.16% | Q4 2016 | Q1 2022 | 21 |
DD | DUPONT DE NEMOURS INC COM | 21 | 21 | 0.03% | 0.09% | 0.36% | Q2 2019 | Q2 2024 | 21 |
AWK | AMERICAN WTR WKS CO IN... | 21 | 21 | 0.03% | 0.09% | 0.17% | Q2 2019 | Q2 2024 | 21 |
NOC | NORTHRUP GRUMMAN CORP | 13 | 1 | 0.03% | 0.07% | 0.19% | Q4 2016 | Q2 2024 | 21 |
TXN | TEXAS INSTRUMENTS INC | 13 | 1 | 0.03% | 0.05% | 0.07% | Q4 2016 | Q2 2024 | 21 |
VKQ | INVESCO MUN TR | 19 | 1 | 0.03% | 0.04% | 0.06% | Q2 2013 | Q4 2018 | 21 |
WNEB | WESTERN NEW ENG BANCOR... | 16 | 5 | 0.01% | 0.02% | 0.05% | Q4 2018 | Q2 2024 | 21 |
QQQ | POWERSHARES QQQ TRUNIT... | 20 | 20 | 0.16% | 0.55% | 1.07% | Q2 2013 | Q1 2018 | 20 |
BX | BLACKSTONE INC | 20 | 20 | 0.24% | 0.43% | 2.00% | Q3 2019 | Q2 2024 | 20 |
RTN | RAYTHEON CO | 18 | 2 | 0.07% | 0.17% | 0.26% | Q4 2013 | Q1 2020 | 20 |
KKR | KKR & CO | 20 | 20 | 0.10% | 0.14% | 0.20% | Q2 2015 | Q1 2020 | 20 |
PKW | INVESCO EXCHANGE TRADE... | 19 | 1 | 0.06% | 0.14% | 0.17% | Q2 2019 | Q2 2024 | 20 |
KHC | KRAFT HEINZ CO COM | 14 | 1 | 0.01% | 0.11% | 0.19% | Q3 2015 | Q2 2024 | 20 |
MTB | M & T BK CORP COM | 9 | 3 | 0.06% | 0.10% | 0.18% | Q2 2013 | Q2 2024 | 20 |
CME | CME GROUP INC | 15 | 5 | 0.04% | 0.09% | 0.16% | Q4 2017 | Q2 2024 | 20 |
BUD | ANHEUSER BUSCH INBEVSA NV | 20 | 20 | 0.05% | 0.09% | 0.11% | Q2 2013 | Q1 2018 | 20 |
AGR | AVANGRID INC COM | 12 | 8 | 0.03% | 0.08% | 0.12% | Q4 2015 | Q2 2024 | 20 |
GDX | VANECK VECTORS GOLD | 13 | 2 | 0.02% | 0.08% | 0.17% | Q2 2016 | Q2 2024 | 20 |
VV | VANGUARD REAL ESTATE | 15 | 5 | 0.04% | 0.07% | 0.11% | Q1 2018 | Q2 2024 | 20 |
ZTS | ZORYIS INC | 18 | 2 | 0.03% | 0.06% | 0.13% | Q2 2019 | Q2 2024 | 20 |
AIN | ALBANY INTL CORP NEWCL A | 14 | 2 | 0.03% | 0.06% | 0.12% | Q2 2017 | Q2 2024 | 20 |
GDXJ | VANECK VECTORS JR GOLD | 14 | 1 | 0.03% | 0.06% | 0.10% | Q2 2016 | Q2 2024 | 20 |
DAL | DELTA AIR LINES INC DE... | 12 | 1 | 0.02% | 0.06% | 0.12% | Q4 2015 | Q2 2024 | 20 |
MHD | BLACKROCK MUNI HOLDING... | 17 | 1 | 0.01% | 0.04% | 0.06% | Q3 2015 | Q2 2024 | 20 |
TRST | TRUSTCO BK CORP N YCOM | 11 | 1 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2020 | 20 |
DVN | DEVON ENERGY CORPNEW COM | 11 | 8 | 0.04% | 0.23% | 1.20% | Q2 2013 | Q2 2024 | 19 |
MON | MONSANTO CO NEW COM | 19 | 19 | 0.05% | 0.23% | 0.44% | Q2 2013 | Q4 2017 | 19 |
SCHD | SCHWAB US DIVIDEND EQU... | 18 | 1 | 0.05% | 0.22% | 0.38% | Q1 2018 | Q2 2024 | 19 |
CNI | CANADIAN NATL RY CO | 11 | 1 | 0.04% | 0.12% | 0.25% | Q4 2017 | Q2 2024 | 19 |
CCI | CROWN CASTLE INTL CORP | 19 | 19 | 0.03% | 0.08% | 0.14% | Q4 2019 | Q2 2024 | 19 |
BOND | PIMCO ETF TR ACTIVE BD | 17 | 1 | 0.04% | 0.07% | 0.15% | Q2 2017 | Q2 2024 | 19 |
GM | GENERAL MTRS INC | 12 | 1 | 0.02% | 0.06% | 0.09% | Q4 2015 | Q2 2024 | 19 |
LHX | L3HARRIS TECHNOLOGIES ... | 19 | 19 | 0.03% | 0.06% | 0.17% | Q4 2019 | Q2 2024 | 19 |
PGF | POWERSHARES FINANCIAL ... | 19 | 19 | 0.02% | 0.05% | 0.12% | Q4 2019 | Q2 2024 | 19 |
CWB | SPDR SER TR BLOOMBERG ... | 15 | 1 | 0.02% | 0.05% | 0.10% | Q4 2016 | Q4 2023 | 19 |
CTVA | CORTEVA INC COM | 16 | 3 | 0.03% | 0.05% | 0.14% | Q2 2019 | Q2 2024 | 19 |
MOO | VANECK VECTORS ETF TR ... | 13 | 1 | 0.03% | 0.05% | 0.06% | Q2 2016 | Q2 2024 | 19 |
AZO | AUTOZONE INC NEV | 12 | 1 | 0.02% | 0.04% | 0.09% | Q2 2013 | Q2 2024 | 19 |
CPB | CAMPBELL SOUP CO COM | 19 | 19 | 0.02% | 0.04% | 0.09% | Q4 2019 | Q2 2024 | 19 |
SPLV | POWERSHARESR II S&P 500 | 17 | 1 | 0.46% | 0.77% | 1.18% | Q2 2013 | Q1 2018 | 18 |
VBR | VANGUARD SMALL CAP VAL... | 14 | 1 | 0.05% | 0.29% | 0.42% | Q4 2016 | Q2 2024 | 18 |
AMLP | ALPS ETF TR ALERIANMLP... | 17 | 1 | 0.15% | 0.24% | 0.36% | Q2 2013 | Q1 2018 | 18 |
BPL | BUCKEYE PARTNERS L P | 18 | 18 | 0.06% | 0.24% | 0.41% | Q2 2013 | Q3 2017 | 18 |
REGL | PROSHARES TR S&P MDCP400 | 18 | 18 | 0.10% | 0.23% | 0.45% | Q1 2020 | Q2 2024 | 18 |
PRF | POWERSHARES FTSE RAFI ... | 15 | 3 | 0.06% | 0.21% | 0.48% | Q2 2018 | Q2 2024 | 18 |
SHW | SHERWIN WILLIAMS CO COM | 8 | 1 | 0.02% | 0.19% | 0.40% | Q2 2013 | Q2 2024 | 18 |
SMDV | PROSHARES TR RUSS2000 DIV | 18 | 18 | 0.10% | 0.16% | 0.22% | Q1 2020 | Q2 2024 | 18 |
AON | AON PLC | 16 | 2 | 0.06% | 0.14% | 0.20% | Q3 2016 | Q1 2021 | 18 |
PGF | POWERSHARES TRFINL PF... | 17 | 1 | 0.11% | 0.12% | 0.14% | Q2 2013 | Q1 2018 | 18 |
ATHN | ATHENAHEALTH INC COM | 12 | 1 | 0.05% | 0.11% | 0.22% | Q2 2013 | Q2 2018 | 18 |
IWP | ISHARES TR RUSSELLMID-... | 16 | 1 | 0.04% | 0.11% | 0.17% | Q2 2017 | Q2 2024 | 18 |
KWEB | KRANESHARES TR CSI CHI... | 17 | 1 | 0.02% | 0.10% | 0.24% | Q1 2018 | Q4 2023 | 18 |
BSV | VANGUARD SHORT TERM BOND | 16 | 2 | 0.06% | 0.09% | 0.14% | Q2 2013 | Q2 2024 | 18 |
VIGI | VANGUARD WHITEHALL TFS... | 15 | 3 | 0.05% | 0.09% | 0.18% | Q4 2018 | Q2 2024 | 18 |
ROST | ROSS STORES INC | 16 | 2 | 0.05% | 0.08% | 0.14% | Q1 2015 | Q4 2019 | 18 |
VT | VANGURAD INTL EQUITY I... | 14 | 1 | 0.03% | 0.07% | 0.10% | Q1 2017 | Q2 2024 | 18 |
BNDX | VANGUARD TOTAL INTERNA... | 17 | 1 | 0.02% | 0.07% | 0.13% | Q4 2018 | Q2 2024 | 18 |
KRE | SPDR SER TR S&P REGLBKG | 9 | 1 | 0.02% | 0.06% | 0.11% | Q3 2015 | Q4 2023 | 18 |
TWO | TWO HBRS INVT CORPCOM | 18 | 18 | 0.03% | 0.06% | 0.11% | Q2 2013 | Q3 2017 | 18 |
ACWI | ISHARES TR MSCI ACWIIN... | 15 | 3 | 0.03% | 0.05% | 0.08% | Q4 2013 | Q2 2024 | 18 |
ZBH | ZIMMER HLDGS INC | 7 | 1 | 0.02% | 0.05% | 0.07% | Q1 2014 | Q2 2024 | 18 |
RSP | RYDEX TRGUGGENHEIM S&P... | 17 | 17 | 0.09% | 0.64% | 1.22% | Q1 2014 | Q1 2018 | 17 |
DD | DU PONT E I DENEMOURS ... | 17 | 17 | 0.40% | 0.57% | 0.73% | Q2 2013 | Q2 2017 | 17 |
MINT | PIMCO ETF TR ENHANCED ... | 16 | 1 | 0.07% | 0.52% | 1.02% | Q3 2018 | Q2 2024 | 17 |
PRF | POWERSHARES TR RAFI U... | 17 | 17 | 0.20% | 0.41% | 0.60% | Q1 2014 | Q1 2018 | 17 |
CBI | CHICAGO BRIDGE &IRON CO | 17 | 17 | 0.05% | 0.20% | 0.45% | Q2 2013 | Q2 2017 | 17 |
CARR | CARRIER GLOBAL CORPORA... | 17 | 17 | 0.14% | 0.20% | 0.30% | Q2 2020 | Q2 2024 | 17 |
SOXX | ISHARES TR PHLX SEMICO... | 15 | 1 | 0.05% | 0.19% | 0.77% | Q2 2017 | Q2 2024 | 17 |
ICF | ISHARES TR COHEN &STEE... | 17 | 17 | 0.14% | 0.18% | 0.21% | Q2 2013 | Q2 2017 | 17 |
SPG | SIMON PPTY GROUP INCNE... | 17 | 17 | 0.09% | 0.18% | 0.24% | Q2 2013 | Q2 2017 | 17 |
OTIS | OTIS WORLDWIDE CORP COM | 17 | 17 | 0.11% | 0.16% | 0.21% | Q2 2020 | Q2 2024 | 17 |
KKR | KKR & CO LP | 17 | 17 | 0.08% | 0.15% | 0.31% | Q2 2020 | Q2 2024 | 17 |
XLG | RYDEX TRGUGGENHEIM RUS... | 17 | 17 | 0.10% | 0.13% | 0.15% | Q2 2013 | Q2 2017 | 17 |
RPG | IS GUGGENHEIM S&P 500 ... | 17 | 17 | 0.08% | 0.12% | 0.18% | Q2 2020 | Q2 2024 | 17 |
IYH | ISHARES US HEALTHCARE | 13 | 1 | 0.03% | 0.11% | 0.14% | Q4 2013 | Q1 2024 | 17 |
MIC | MACQUARIE INFRASTRUCTU... | 15 | 2 | 0.05% | 0.08% | 0.15% | Q3 2013 | Q4 2017 | 17 |
VOOV | VANGUARD S&P VALUE IND... | 15 | 1 | 0.04% | 0.08% | 0.16% | Q1 2018 | Q2 2024 | 17 |
SPHD | INVESCO S&P 500 HIGH D... | 17 | 17 | 0.03% | 0.08% | 0.13% | Q2 2020 | Q2 2024 | 17 |
NFLX | NETFLIX INC | 16 | 1 | 0.03% | 0.07% | 0.12% | Q3 2018 | Q2 2024 | 17 |
IYJ | ISHARES TR USINDUSTRIA... | 17 | 17 | 0.06% | 0.07% | 0.08% | Q4 2013 | Q4 2017 | 17 |
IWS | ISHARES TR | 17 | 17 | 0.05% | 0.06% | 0.09% | Q2 2020 | Q2 2024 | 17 |
MGK | VANGUARD WORLD FD MEGA... | 17 | 17 | 0.03% | 0.05% | 0.11% | Q2 2020 | Q2 2024 | 17 |
HTGC | HERCULES CAPITAL INC COM | 17 | 17 | 0.03% | 0.05% | 0.08% | Q2 2020 | Q2 2024 | 17 |
FISV | FISERV INC | 9 | 2 | 0.02% | 0.04% | 0.07% | Q1 2016 | Q2 2024 | 17 |
CXH | MFS INVT GRADE MUNTR S... | 9 | 1 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q2 2018 | 17 |
RTX | RTX CORPORATION COM | 16 | 16 | 0.41% | 0.59% | 0.78% | Q3 2020 | Q2 2024 | 16 |
SPHQ | INVESCO S&P 500 QUALIT... | 16 | 16 | 0.20% | 0.39% | 0.50% | Q3 2020 | Q2 2024 | 16 |
PKW | POWERSHARES TR DYNAMIC | 15 | 1 | 0.13% | 0.35% | 0.59% | Q4 2013 | Q1 2018 | 16 |
AMJ | JP MORGAN CHASE &CO A... | 10 | 1 | 0.03% | 0.29% | 3.62% | Q2 2013 | Q1 2023 | 16 |
APA | APACHE CORP COM | 16 | 16 | 0.05% | 0.16% | 0.32% | Q2 2013 | Q1 2017 | 16 |
SPNC | SPECTRANETICS CORPCOM | 14 | 2 | 0.08% | 0.16% | 0.25% | Q2 2013 | Q2 2017 | 16 |
ARKK | ARK INNOVATION ETF | 10 | 1 | 0.02% | 0.11% | 0.29% | Q3 2018 | Q1 2024 | 16 |
DOW | DOW CHEM CO | 16 | 16 | 0.07% | 0.09% | 0.11% | Q3 2013 | Q2 2017 | 16 |
NOW | SERVICENOW INC | 12 | 1 | 0.02% | 0.07% | 0.15% | Q4 2015 | Q2 2024 | 16 |
CP | CANADIAN PAC RY LTD | 11 | 5 | 0.03% | 0.07% | 0.13% | Q3 2013 | Q4 2022 | 16 |
SPYG | SPDR SER TR | 16 | 16 | 0.04% | 0.06% | 0.12% | Q3 2020 | Q2 2024 | 16 |
XT | ISHARES TR EXPONENTIAL... | 16 | 16 | 0.04% | 0.06% | 0.10% | Q3 2020 | Q2 2024 | 16 |
FAST | FASTENAL CO | 16 | 16 | 0.04% | 0.06% | 0.08% | Q3 2020 | Q2 2024 | 16 |
KTF | DEUTSCHE MUN INC TR | 16 | 16 | 0.03% | 0.06% | 0.10% | Q3 2014 | Q2 2018 | 16 |
STT | STATE STR CORP COM | 8 | 1 | 0.02% | 0.06% | 0.08% | Q4 2013 | Q2 2024 | 16 |
PID | POWERSHARES INTL DIVID... | 16 | 16 | 0.03% | 0.05% | 0.06% | Q3 2020 | Q2 2024 | 16 |
CIBR | FIRST TRUST NASDAQ CYB... | 16 | 16 | 0.03% | 0.04% | 0.08% | Q3 2020 | Q2 2024 | 16 |
MMU | WESTERN ASSET MANAGED ... | 13 | 1 | 0.03% | 0.04% | 0.06% | Q2 2013 | Q3 2018 | 16 |
INTU | INTUIT INC | 16 | 16 | 0.03% | 0.04% | 0.06% | Q3 2020 | Q2 2024 | 16 |
VSS | VANGUARD INTL EQUITY I... | 13 | 1 | 0.02% | 0.04% | 0.06% | Q1 2017 | Q2 2024 | 16 |
HUM | HUMANA INC COM | 16 | 16 | 0.02% | 0.04% | 0.06% | Q3 2020 | Q2 2024 | 16 |
TEL | TE CONNECTIVITY LTD | 15 | 1 | 0.02% | 0.03% | 0.05% | Q3 2018 | Q2 2024 | 16 |
ECC | EAGLE PT CR CO LLC COM | 16 | 16 | 0.02% | 0.02% | 0.03% | Q3 2020 | Q2 2024 | 16 |
PXD | PIONEER NATURAL RESOUR... | 10 | 5 | 0.04% | 0.28% | 0.67% | Q2 2017 | Q1 2024 | 15 |
FTCS | FIRST TRUST CAPITAL ST... | 15 | 15 | 0.07% | 0.28% | 0.36% | Q4 2020 | Q2 2024 | 15 |
QQQJ | INVESCO NASDAQ NEXT GE... | 15 | 15 | 0.05% | 0.23% | 0.34% | Q4 2020 | Q2 2024 | 15 |
EBC | EASTERN BANKSHARES INC... | 15 | 15 | 0.09% | 0.18% | 0.31% | Q4 2020 | Q2 2024 | 15 |
IVE | ISHARES TR | 15 | 15 | 0.12% | 0.15% | 0.19% | Q4 2020 | Q2 2024 | 15 |
FBND | FIDELITY TOTAL BOND ETF | 15 | 15 | 0.05% | 0.14% | 0.31% | Q4 2020 | Q2 2024 | 15 |
VCSH | VANGUARD SHORT TERM CO... | 14 | 1 | 0.08% | 0.12% | 0.21% | Q1 2018 | Q2 2024 | 15 |
DBL | DOUBLELINE OPPTY | 15 | 15 | 0.07% | 0.11% | 0.20% | Q1 2015 | Q3 2018 | 15 |
PID | POWERSHARES TR INTL DIV | 14 | 1 | 0.06% | 0.10% | 0.15% | Q1 2014 | Q1 2018 | 15 |
MELI | MERCADOLIBRE INC | 10 | 5 | 0.02% | 0.10% | 0.17% | Q2 2014 | Q2 2024 | 15 |
HCP | HCP INC COM | 13 | 2 | 0.05% | 0.09% | 0.17% | Q2 2013 | Q3 2017 | 15 |
VOD | VODAFONE GROUP PLC | 14 | 1 | 0.04% | 0.09% | 0.18% | Q1 2014 | Q4 2017 | 15 |
TOTL | SSGA ACTIVE ETF TR SPD... | 12 | 1 | 0.04% | 0.09% | 0.18% | Q4 2017 | Q3 2022 | 15 |
BWA | BORGWARNER | 15 | 15 | 0.06% | 0.09% | 0.14% | Q1 2015 | Q3 2018 | 15 |
KBE | SPDR S&P BANK ETF | 10 | 1 | 0.02% | 0.08% | 0.24% | Q4 2016 | Q2 2024 | 15 |
MDYG | SPDR S&P 400 MID CAP G... | 15 | 15 | 0.05% | 0.06% | 0.08% | Q4 2020 | Q2 2024 | 15 |
EWX | SPDR INDEX SHS FDS S&P... | 13 | 1 | 0.03% | 0.05% | 0.08% | Q2 2017 | Q2 2024 | 15 |
WU | WESTERN UNION COMPANY | 11 | 4 | 0.03% | 0.05% | 0.08% | Q2 2014 | Q2 2024 | 15 |
GLW | CORNING INC COM | 15 | 15 | 0.02% | 0.04% | 0.09% | Q4 2020 | Q2 2024 | 15 |
ICLN | ISHARES TR GL CLEAN ENE | 15 | 15 | 0.02% | 0.04% | 0.06% | Q4 2020 | Q2 2024 | 15 |
RDIV | INVESCO S&P ULTRA DIVI... | 9 | 2 | 0.02% | 0.04% | 0.12% | Q4 2019 | Q1 2024 | 15 |
ANEW | PROSHARES TR MSCI TRAN... | 15 | 15 | 0.02% | 0.03% | 0.05% | Q4 2020 | Q2 2024 | 15 |
VTRS | VIATRIS INC COM | 15 | 15 | 0.02% | 0.03% | 0.08% | Q4 2020 | Q2 2024 | 15 |
EES | WISDOM TREE TR US SMAL... | 13 | 2 | 0.02% | 0.03% | 0.05% | Q4 2014 | Q2 2024 | 15 |
FSC | FIFTH STREET FINANCE CORP | 8 | 7 | 0.02% | 0.03% | 0.06% | Q2 2013 | Q1 2017 | 15 |
PFM | POWERSHARES DIVIDEND | 15 | 15 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q2 2024 | 15 |
CI | THE CIGNA GROUP | 14 | 14 | 0.19% | 0.28% | 0.36% | Q1 2021 | Q2 2024 | 14 |
JMST | JPMORGAN ULTRA-SHORT M... | 14 | 14 | 0.04% | 0.15% | 0.38% | Q1 2021 | Q2 2024 | 14 |
AMD | ADVANCED MICRO DEVICES... | 13 | 1 | 0.05% | 0.10% | 0.17% | Q3 2020 | Q2 2024 | 14 |
GEM | GOLDMANS SACHS ACTIVE ... | 9 | 1 | 0.01% | 0.09% | 0.25% | Q3 2016 | Q1 2022 | 14 |
APTV | DELPHI AUTOMOTIVE PLC COM | 5 | 1 | 0.02% | 0.09% | 0.27% | Q1 2019 | Q2 2024 | 14 |
DVA | DAVITA HEALTHCAREPARTN... | 14 | 14 | 0.05% | 0.08% | 0.10% | Q2 2013 | Q3 2016 | 14 |
ISRG | INTUITIVE SURGICAL, INC. | 13 | 1 | 0.04% | 0.07% | 0.14% | Q4 2020 | Q2 2024 | 14 |
IAU | ISHARES GOLD TRUST | 6 | 4 | 0.04% | 0.07% | 0.10% | Q4 2013 | Q1 2021 | 14 |
IUSV | ISHARES TR | 14 | 14 | 0.04% | 0.07% | 0.10% | Q1 2021 | Q2 2024 | 14 |
VXF | VANGUARD INDEX FDS EXT... | 13 | 1 | 0.04% | 0.07% | 0.12% | Q1 2018 | Q2 2024 | 14 |
VYMI | VANGUARD WHITEHALL FDS... | 14 | 14 | 0.02% | 0.06% | 0.14% | Q1 2021 | Q2 2024 | 14 |
WELL | WELLTOWER INC | 12 | 2 | 0.02% | 0.06% | 0.09% | Q1 2017 | Q2 2024 | 14 |
BKNG | PRICELINE.COM INC | 14 | 14 | 0.04% | 0.06% | 0.08% | Q1 2021 | Q2 2024 | 14 |
K | KELLOGG CO | 13 | 1 | 0.02% | 0.06% | 0.07% | Q1 2014 | Q2 2024 | 14 |
AMAT | APPLIED MATLS INC COM | 14 | 14 | 0.04% | 0.05% | 0.09% | Q1 2021 | Q2 2024 | 14 |
FTV | FORTIVE CORP COM | 7 | 1 | 0.02% | 0.05% | 0.08% | Q1 2018 | Q1 2024 | 14 |
ARKQ | ARK ETF TR AUTNMUS TEC... | 11 | 3 | 0.02% | 0.05% | 0.07% | Q4 2020 | Q2 2024 | 14 |
SLYG | SPDR SER TR S&P 600 SM... | 14 | 14 | 0.03% | 0.04% | 0.06% | Q1 2021 | Q2 2024 | 14 |
JCI | JOHNSON CTLS INTL PLC | 14 | 14 | 0.03% | 0.04% | 0.05% | Q1 2021 | Q2 2024 | 14 |
IEMG | ISHARES TR CORE EMERGI... | 13 | 1 | 0.03% | 0.04% | 0.06% | Q1 2018 | Q2 2024 | 14 |
MGC | VANGUARD WORLD FD | 14 | 14 | 0.03% | 0.04% | 0.06% | Q1 2021 | Q2 2024 | 14 |
XLI | SELECT SECTOR SPDR TR | 13 | 1 | 0.02% | 0.03% | 0.05% | Q1 2015 | Q2 2024 | 14 |
HPQ | HP INC COM | 14 | 14 | 0.02% | 0.03% | 0.05% | Q1 2021 | Q2 2024 | 14 |
CCJ | CAMECO CORP F | 12 | 2 | 0.02% | 0.03% | 0.04% | Q2 2017 | Q2 2024 | 14 |
AINV | APOLLO INVT CORP COM | 7 | 1 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q3 2018 | 14 |
TPL | TEXAS PACIFIC LAND COR... | 13 | 13 | 1.08% | 3.72% | 7.64% | Q2 2021 | Q2 2024 | 13 |
WPM | WHEATON PRECIOUS METAL... | 13 | 13 | 0.14% | 0.43% | 1.12% | Q2 2021 | Q2 2024 | 13 |
PBT | PERMIAN BASIN RTY TR | 13 | 13 | 0.05% | 0.28% | 0.61% | Q2 2021 | Q2 2024 | 13 |
BEN | FRANKLIN RESOURCESINC | 13 | 13 | 0.07% | 0.27% | 0.40% | Q2 2013 | Q2 2016 | 13 |
FNFG | FIRST NIAGARA FINLGROU... | 13 | 13 | 0.15% | 0.26% | 0.44% | Q2 2013 | Q2 2016 | 13 |
AESPRC | AES TR III TR PFDCONV ... | 13 | 13 | 0.19% | 0.23% | 0.28% | Q2 2013 | Q2 2016 | 13 |
ADM | ARCHER DANIELS MIDLAND... | 13 | 13 | 0.06% | 0.22% | 0.35% | Q2 2021 | Q2 2024 | 13 |
SBR | SABINE RTY TR | 13 | 13 | 0.05% | 0.20% | 0.38% | Q2 2021 | Q2 2024 | 13 |
SLV | ISHARES SILVER TRUST ETF | 6 | 2 | 0.04% | 0.18% | 0.67% | Q1 2017 | Q2 2024 | 13 |
EMC | EMC CORP COM | 13 | 13 | 0.07% | 0.16% | 0.22% | Q2 2013 | Q2 2016 | 13 |
BWP | BOARDWALK PIPELINEPART... | 13 | 13 | 0.04% | 0.14% | 0.34% | Q2 2013 | Q2 2016 | 13 |
NQS | NUVEEN SELECTQUALITY M... | 13 | 13 | 0.10% | 0.13% | 0.16% | Q2 2013 | Q2 2016 | 13 |
XOP | SPDR S&P OIL & GAS EXP... | 13 | 13 | 0.07% | 0.12% | 0.16% | Q2 2021 | Q2 2024 | 13 |
WFCPRN | WELLS FARGO & CO | 13 | 13 | 0.06% | 0.10% | 0.15% | Q3 2015 | Q3 2018 | 13 |
EEM | ISHARES TRUST MSCI EMG... | 9 | 1 | 0.04% | 0.09% | 0.17% | Q4 2016 | Q3 2022 | 13 |
TWX | TIME WARNER INC NEWCOM... | 13 | 13 | 0.06% | 0.09% | 0.17% | Q2 2013 | Q2 2016 | 13 |
ITA | ISHARES U.S. AEROSPACE... | 9 | 1 | 0.06% | 0.09% | 0.15% | Q4 2016 | Q2 2024 | 13 |
AGN | ALLERGAN PLC | 12 | 1 | 0.05% | 0.09% | 0.13% | Q2 2015 | Q3 2018 | 13 |
PAVE | GLOBAL X U.S. INFRASTR... | 13 | 13 | 0.07% | 0.09% | 0.12% | Q2 2021 | Q2 2024 | 13 |
BND | VANGUARD TOTAL BOND MA... | 7 | 6 | 0.02% | 0.09% | 0.27% | Q2 2020 | Q2 2024 | 13 |
CACI | CACI INTL INC CL A | 13 | 13 | 0.04% | 0.09% | 0.17% | Q2 2021 | Q2 2024 | 13 |
WMB | WILLIAMS COS INC COM | 13 | 13 | 0.06% | 0.08% | 0.11% | Q2 2021 | Q2 2024 | 13 |
VOE | VANGUARD MID-CAP VALUE... | 13 | 13 | 0.04% | 0.06% | 0.09% | Q2 2021 | Q2 2024 | 13 |
VPU | VANGUARD WORLD FD | 13 | 13 | 0.05% | 0.05% | 0.06% | Q2 2021 | Q2 2024 | 13 |
BFK | BLACKROCK MUN INC TR | 13 | 13 | 0.04% | 0.05% | 0.09% | Q2 2013 | Q2 2016 | 13 |
PPL | PPL CORP COM | 8 | 5 | 0.01% | 0.05% | 0.07% | Q4 2014 | Q1 2022 | 13 |
IAU | ISHARES GOLD TRUST ETF | 13 | 13 | 0.03% | 0.05% | 0.08% | Q2 2021 | Q2 2024 | 13 |
MMC | MARSH & MCLENNAN COS I... | 13 | 13 | 0.02% | 0.05% | 0.11% | Q2 2021 | Q2 2024 | 13 |
PHK | PIMCO HIGH INCOME FD | 13 | 13 | 0.02% | 0.04% | 0.09% | Q2 2013 | Q2 2016 | 13 |
TT | TRANE TECHNOLOGIES PLC... | 8 | 5 | 0.03% | 0.04% | 0.09% | Q1 2021 | Q2 2024 | 13 |
PAYX | PAYCHEX INC | 13 | 13 | 0.02% | 0.04% | 0.08% | Q2 2021 | Q2 2024 | 13 |
PSA | PUBLIC STORAGE OPER CO | 13 | 13 | 0.03% | 0.03% | 0.04% | Q2 2021 | Q2 2024 | 13 |
AON | AON PLC | 13 | 13 | 0.03% | 0.03% | 0.04% | Q2 2021 | Q2 2024 | 13 |
BGS | B & G FOODS INC NEW | 13 | 13 | 0.01% | 0.03% | 0.04% | Q2 2021 | Q2 2024 | 13 |
DFAS | DIMENSIONAL US SMALL C... | 13 | 13 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q2 2024 | 13 |
DMLP | DORCHESTER MINERALS LP... | 13 | 13 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q2 2024 | 13 |
PGR | PROGRESSIVE CORP COM | 13 | 13 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q2 2024 | 13 |
DFAU | DIMENSIONAL US CORE EQ... | 13 | 13 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q2 2024 | 13 |
EQT | EQT CORP COM | 13 | 13 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q2 2024 | 13 |
RBBN | ROIBBON COMMUNICATIONS... | 13 | 13 | 0.01% | 0.01% | 0.03% | Q2 2021 | Q2 2024 | 13 |
BLUE FOUNDRY BANCORP COM | 12 | 12 | 0.47% | 0.68% | 0.83% | Q3 2021 | Q2 2024 | 12 | |
JEPI | J P MORGAN EXCHANGE TR... | 12 | 12 | 0.03% | 0.34% | 0.54% | Q3 2021 | Q2 2024 | 12 |
IPKW | POWERSHARES ETF TR II ... | 12 | 12 | 0.15% | 0.22% | 0.33% | Q2 2015 | Q1 2018 | 12 |
WFCPRL | WELLS FARGO & CO | 12 | 12 | 0.09% | 0.17% | 0.26% | Q1 2016 | Q4 2018 | 12 |
BHP | BHP GROUP LTD SPONSORE... | 7 | 5 | 0.02% | 0.15% | 0.49% | Q2 2021 | Q2 2024 | 12 |
SPHD | POWERSHARES S&P 500 HI... | 11 | 1 | 0.07% | 0.14% | 0.31% | Q4 2014 | Q1 2018 | 12 |
L | LOEWS CORP COM | 8 | 4 | 0.08% | 0.12% | 0.21% | Q2 2013 | Q1 2023 | 12 |
FDVV | FIDELITY HIGH DIVIDEND... | 11 | 1 | 0.02% | 0.10% | 0.23% | Q1 2020 | Q2 2024 | 12 |
DLS | WISDOMTREE TR SMALL CA... | 6 | 1 | 0.04% | 0.08% | 0.11% | Q2 2016 | Q3 2022 | 12 |
TEAM | ATLASSIAN CORP PLC CL A | 12 | 12 | 0.04% | 0.08% | 0.16% | Q3 2019 | Q2 2022 | 12 |
ASML | ASML HOLDINGS NV | 11 | 1 | 0.02% | 0.07% | 0.16% | Q1 2021 | Q2 2024 | 12 |
QQQM | INVESCO NASDAQ 100 ETF | 12 | 12 | 0.03% | 0.07% | 0.10% | Q3 2021 | Q2 2024 | 12 |
STWD | STARWOOD PROPERTY TRUST | 8 | 1 | 0.02% | 0.06% | 0.10% | Q3 2018 | Q2 2024 | 12 |
JPUS | JPMORGAN DIVERSIFIED R... | 12 | 12 | 0.02% | 0.06% | 0.08% | Q3 2019 | Q2 2022 | 12 |
MKC | MCCORMICK & CO INC COM... | 5 | 1 | 0.02% | 0.04% | 0.07% | Q3 2018 | Q2 2024 | 12 |
AZN | ASTRAZENECA PLC- SPONS... | 12 | 12 | 0.02% | 0.04% | 0.07% | Q3 2021 | Q2 2024 | 12 |
IPG | INTERPUBLIC GROUP COS ... | 6 | 3 | 0.02% | 0.03% | 0.06% | Q4 2020 | Q2 2024 | 12 |
FNF | FIDELITY NATIONAL FINA... | 12 | 12 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q2 2024 | 12 |
ADI | ANALOG DEVICES INC COM | 12 | 12 | 0.02% | 0.03% | 0.03% | Q3 2021 | Q2 2024 | 12 |
IF | ABERDEEN INDONESIAFD INC | 3 | 1 | 0.02% | 0.02% | 0.05% | Q2 2013 | Q2 2018 | 12 |
FANG | DIAMONDBACK ENERGY INC... | 11 | 11 | 0.10% | 0.52% | 1.11% | Q4 2021 | Q2 2024 | 11 |
ACE | ACE LIMITEDSHSISIN#CH0... | 11 | 11 | 0.33% | 0.52% | 0.76% | Q2 2013 | Q4 2015 | 11 |
FNV | FRANCO NEV CORP | 11 | 11 | 0.03% | 0.43% | 0.87% | Q4 2021 | Q2 2024 | 11 |
LNG | CHENIERE ENERGY INC | 11 | 11 | 0.12% | 0.35% | 0.83% | Q4 2021 | Q2 2024 | 11 |
CB | CHUBB CORP | 11 | 11 | 0.22% | 0.27% | 0.34% | Q2 2013 | Q4 2015 | 11 |
FUND | SPROTT FOCUS TR INC COM | 11 | 11 | 0.15% | 0.22% | 0.25% | Q4 2021 | Q2 2024 | 11 |
GENERAL ELECTRIC CO CO... | 11 | 11 | 0.12% | 0.19% | 0.33% | Q4 2021 | Q2 2024 | 11 | |
HEDJ | WISDOMTREE TR EUROPE H... | 10 | 1 | 0.04% | 0.18% | 0.43% | Q1 2015 | Q1 2018 | 11 |
RIO | RIO TINTO PLC SPON ADR | 11 | 11 | 0.03% | 0.18% | 0.52% | Q4 2021 | Q2 2024 | 11 |
LDUR | PIMCO ETF TR | 9 | 2 | 0.05% | 0.16% | 0.22% | Q2 2017 | Q2 2024 | 11 |
RAI | REYNOLDS AMERN INC | 11 | 11 | 0.06% | 0.09% | 0.13% | Q4 2014 | Q2 2017 | 11 |
PYPL | PAYPAL HLDGS INC COM | 10 | 1 | 0.02% | 0.09% | 0.25% | Q2 2020 | Q2 2024 | 11 |
MUNI | PIMCO INTERMUN BD | 5 | 1 | 0.04% | 0.08% | 0.15% | Q2 2013 | Q1 2018 | 11 |
LIN | LINDE PLC SHS | 10 | 1 | 0.06% | 0.08% | 0.14% | Q4 2018 | Q4 2022 | 11 |
EMN | EASTMAN CHEM CO | 10 | 1 | 0.04% | 0.07% | 0.10% | Q4 2014 | Q1 2018 | 11 |
QUAL | ISHARES TR | 11 | 11 | 0.02% | 0.06% | 0.13% | Q4 2021 | Q2 2024 | 11 |
CERN | CERNER CORP | 8 | 1 | 0.01% | 0.05% | 0.08% | Q2 2014 | Q1 2022 | 11 |
TFC | TRUIST FINL CORP COM | 11 | 11 | 0.05% | 0.05% | 0.06% | Q4 2021 | Q2 2024 | 11 |
XMLV | INVESCO S&P MIDCAP LOW... | 11 | 11 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q2 2024 | 11 |
AMP | AMERIPRISE FINL INC | 8 | 3 | 0.02% | 0.05% | 0.07% | Q2 2021 | Q2 2024 | 11 |
SBLK | STAR BULK CARRIERS COR... | 11 | 11 | 0.03% | 0.05% | 0.06% | Q4 2021 | Q2 2024 | 11 |
RPV | INVESCO S&P 500 PURE V... | 11 | 11 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q2 2024 | 11 |
YUMC | YUM CHINA HLDGS INC COM | 6 | 1 | 0.02% | 0.04% | 0.06% | Q2 2017 | Q2 2024 | 11 |
CWENA | CLEARWAY ENERGY INC CL A | 11 | 11 | 0.02% | 0.04% | 0.07% | Q4 2021 | Q2 2024 | 11 |
IJS | ISHARES TR | 10 | 1 | 0.02% | 0.04% | 0.05% | Q3 2018 | Q2 2024 | 11 |
LRCX | LAM RESEARCH CORP | 6 | 5 | 0.03% | 0.04% | 0.05% | Q1 2021 | Q2 2024 | 11 |
VTEB | VANGUARD TAX-EXEMPT BO... | 6 | 1 | 0.02% | 0.04% | 0.06% | Q2 2017 | Q2 2024 | 11 |
NYCB | NY COMMUNITY BANCORP INC | 11 | 11 | 0.02% | 0.04% | 0.06% | Q2 2021 | Q4 2023 | 11 |
NRZ | RITHM CAPITAL CORP | 6 | 5 | 0.01% | 0.03% | 0.05% | Q1 2019 | Q2 2024 | 11 |
COMP | COMPASS INC CL A | 11 | 11 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q2 2024 | 11 |
GOOGL | GOOGLE INC CL A | 10 | 10 | 0.59% | 0.84% | 1.23% | Q2 2013 | Q3 2015 | 10 |
RAAX | VANECK INFLATION ALLOC... | 10 | 10 | 0.06% | 0.23% | 0.31% | Q1 2022 | Q2 2024 | 10 |
AMLP | ALPS TRUST ETF ALERIAN... | 10 | 10 | 0.02% | 0.19% | 0.30% | Q1 2022 | Q2 2024 | 10 |
COG | CABOT OIL & GAS CP COM | 10 | 10 | 0.02% | 0.16% | 0.43% | Q4 2021 | Q1 2024 | 10 |
APC | ANADARKO PETE CORPCOM | 10 | 10 | 0.08% | 0.15% | 0.19% | Q2 2013 | Q3 2015 | 10 |
VTIP | VANGUARD SHORT TERM IN... | 10 | 10 | 0.04% | 0.14% | 0.23% | Q1 2022 | Q2 2024 | 10 |
UIL | UIL HLDGS CORP COM | 10 | 10 | 0.10% | 0.12% | 0.15% | Q2 2013 | Q3 2015 | 10 |
MSB | MESABI TRUST | 6 | 4 | 0.01% | 0.12% | 0.44% | Q2 2021 | Q2 2024 | 10 |
CHK | CHESAPEAKE ENERGYCORP | 10 | 10 | 0.03% | 0.12% | 0.18% | Q2 2013 | Q3 2015 | 10 |
BHI | BAKER HUGHES INC COM | 10 | 10 | 0.09% | 0.12% | 0.15% | Q2 2013 | Q3 2015 | 10 |
WORLD GOLD TR | 10 | 10 | 0.02% | 0.12% | 0.32% | Q1 2022 | Q2 2024 | 10 | |
FBCG | FIDELITY COVINGTON TRUST | 6 | 4 | 0.02% | 0.10% | 0.16% | Q4 2020 | Q2 2024 | 10 |
CAM | CAMERON INTL CORPCOM | 10 | 10 | 0.05% | 0.09% | 0.11% | Q2 2013 | Q3 2015 | 10 |
PXE | INVESCO EXCHANGE TRADE... | 10 | 10 | 0.03% | 0.08% | 0.11% | Q1 2022 | Q2 2024 | 10 |
NVCR | NOVOCURE LTD ORD SHS | 10 | 10 | 0.02% | 0.08% | 0.15% | Q4 2019 | Q1 2022 | 10 |
FHLC | FIDELITY MSCI HEALTH C... | 10 | 10 | 0.01% | 0.07% | 0.12% | Q1 2022 | Q2 2024 | 10 |
CDK | CDK GLOBAL INC | 10 | 10 | 0.05% | 0.06% | 0.08% | Q4 2014 | Q1 2017 | 10 |
PULS | PGIM ULTRA SHORT BOND ETF | 8 | 2 | 0.03% | 0.05% | 0.06% | Q3 2020 | Q2 2024 | 10 |
BAR | GRANITESHARES GOLD TR | 10 | 10 | 0.01% | 0.03% | 0.04% | Q1 2022 | Q2 2024 | 10 |
XLV | HEALTH CARE SELECT SEC... | 10 | 10 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 10 |
MCHP | MICROCHIP TECHNOLOGY INC. | 5 | 2 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q2 2024 | 10 |
NAVI | NAVIENT CORPORATION COM | 10 | 10 | 0.02% | 0.03% | 0.04% | Q3 2020 | Q4 2022 | 10 |
PXF | INVESCO FTSE RAFI DEVE... | 10 | 10 | 0.01% | 0.03% | 0.03% | Q1 2022 | Q2 2024 | 10 |
VRTX | VERTEX PHARMACEUTICALS... | 10 | 10 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q2 2024 | 10 |
QUBT | QUANTUM COMPUTING INC COM | 10 | 10 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q4 2023 | 10 |
CAPITAL GROUP DIVIDEND... | 9 | 9 | 0.05% | 0.23% | 0.48% | Q2 2022 | Q2 2024 | 9 | |
CAPITAL GROUP CORE EQU... | 9 | 9 | 0.05% | 0.22% | 0.52% | Q2 2022 | Q2 2024 | 9 | |
PAA | PLAINS ALL AMERICANPIP... | 9 | 9 | 0.10% | 0.19% | 0.25% | Q2 2013 | Q2 2015 | 9 |
DWX | SPDR S&P INTL DIVID | 9 | 9 | 0.05% | 0.18% | 0.28% | Q4 2013 | Q4 2015 | 9 |
PRFZ | POWERSHARES FTSE US1500 | 6 | 1 | 0.05% | 0.15% | 0.30% | Q4 2014 | Q1 2018 | 9 |
KRFT | KRAFT FOODS GROUPINC COM | 9 | 9 | 0.11% | 0.14% | 0.17% | Q2 2013 | Q2 2015 | 9 |
FINL | FINISH LINE INCCL A | 9 | 9 | 0.06% | 0.09% | 0.13% | Q2 2013 | Q2 2015 | 9 |
ECA | ENCANA CORP | 9 | 9 | 0.04% | 0.09% | 0.12% | Q2 2013 | Q2 2015 | 9 |
TIP | ISHARES TRUST US TREASURY | 7 | 2 | 0.01% | 0.07% | 0.22% | Q2 2013 | Q1 2022 | 9 |
RPG | RYDEX ETF TRGUGGENHEIM... | 8 | 1 | 0.06% | 0.07% | 0.10% | Q3 2015 | Q1 2018 | 9 |
HAIN | HAIN CELESTIAL GROUPINC | 9 | 9 | 0.05% | 0.07% | 0.09% | Q2 2014 | Q2 2016 | 9 |
ACAS | AMERICAN CAPITAL LTDCOM | 6 | 3 | 0.05% | 0.07% | 0.11% | Q2 2013 | Q3 2015 | 9 |
LAMR | LAMAR ADVERTISING CO NEW | 9 | 9 | 0.05% | 0.07% | 0.08% | Q2 2022 | Q2 2024 | 9 |
DEA | EASTERLY GOVT PPTYS IN... | 9 | 9 | 0.04% | 0.06% | 0.07% | Q2 2022 | Q2 2024 | 9 |
WHR | WHIRLPOOL CORP COM | 5 | 1 | 0.04% | 0.06% | 0.07% | Q1 2016 | Q2 2024 | 9 |
NNN | NNN REIT INC | 9 | 9 | 0.03% | 0.05% | 0.06% | Q2 2022 | Q2 2024 | 9 |
NEM | NEWMONT CORP COM | 6 | 1 | 0.02% | 0.04% | 0.08% | Q2 2021 | Q2 2024 | 9 |
NAD | NUVEEN DIV ADVANTAGE M... | 9 | 9 | 0.03% | 0.04% | 0.08% | Q3 2016 | Q3 2018 | 9 |
ARDAGH METAL PACKAGING... | 9 | 9 | 0.04% | 0.04% | 0.05% | Q2 2022 | Q2 2024 | 9 | |
BIP | BROOKFILED INFRATRUCTU... | 6 | 1 | 0.03% | 0.04% | 0.06% | Q3 2017 | Q1 2023 | 9 |
FIDU | FIDELITY MSCI INDUSTRI... | 8 | 1 | 0.01% | 0.04% | 0.07% | Q1 2022 | Q2 2024 | 9 |
SHOP | SHOPIFY INC CL A | 6 | 1 | 0.02% | 0.04% | 0.09% | Q4 2020 | Q2 2024 | 9 |
EL | ESTEE LAUDER COMPANIES... | 8 | 1 | 0.02% | 0.04% | 0.05% | Q3 2020 | Q1 2023 | 9 |
ADSK | AUTODESK INC | 6 | 3 | 0.02% | 0.04% | 0.06% | Q4 2020 | Q2 2024 | 9 |
UMPQ | UMPQUA HOLDINGS CORP | 7 | 2 | 0.01% | 0.03% | 0.05% | Q3 2020 | Q4 2022 | 9 |
XLK | TECHNOLOGY SELECT SECT... | 4 | 1 | 0.02% | 0.03% | 0.06% | Q1 2017 | Q2 2024 | 9 |
MPC | MARATHON PETE CORP | 8 | 1 | 0.01% | 0.03% | 0.04% | Q1 2022 | Q2 2024 | 9 |
RYE | INVESCO S&P 500 EQUAL ... | 9 | 9 | 0.02% | 0.03% | 0.03% | Q2 2022 | Q2 2024 | 9 |
RYF | INVESCO S&P 500 EQUAL ... | 9 | 9 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q1 2024 | 9 |
MGM | MGM RESORTS INTERNATIONAL | 4 | 2 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q2 2024 | 9 |
WARNER BROS DISCOVERY ... | 9 | 9 | 0.01% | 0.02% | 0.03% | Q2 2022 | Q2 2024 | 9 | |
WISDOMTREE TR | 8 | 8 | 0.15% | 0.46% | 0.90% | Q3 2022 | Q2 2024 | 8 | |
LINEQ | LINN ENERGY LLCUNIT RE... | 8 | 8 | 0.03% | 0.17% | 0.41% | Q2 2013 | Q1 2015 | 8 |
VRX | VALEANTPHARMACEUTICALS... | 8 | 8 | 0.09% | 0.14% | 0.18% | Q1 2014 | Q4 2015 | 8 |
BMO | BANK OF MONTREAL | 8 | 8 | 0.04% | 0.13% | 0.31% | Q2 2021 | Q1 2023 | 8 |
KRP | KIMBRELL RTY PARTNERS | 8 | 8 | 0.07% | 0.09% | 0.13% | Q2 2021 | Q1 2023 | 8 |
IPKW | INVESCO INTL BUYBACK | 3 | 1 | 0.02% | 0.08% | 0.19% | Q2 2018 | Q2 2024 | 8 |
SH | PROSHARES TR SHORT S&P... | 6 | 2 | 0.05% | 0.08% | 0.16% | Q3 2016 | Q3 2018 | 8 |
XLB | SELECT SECTORS SBI MAT... | 7 | 1 | 0.05% | 0.07% | 0.08% | Q4 2013 | Q4 2015 | 8 |
BG | BUNGE LIMITED F | 8 | 8 | 0.04% | 0.06% | 0.17% | Q2 2021 | Q1 2023 | 8 |
HOLX | HOLOGIC INC | 7 | 1 | 0.04% | 0.05% | 0.07% | Q4 2016 | Q4 2018 | 8 |
FTEC | FIDELITY MSCI INFORMAT... | 5 | 3 | 0.02% | 0.04% | 0.06% | Q1 2022 | Q2 2024 | 8 |
SL GREEN RLTY CORP COM | 6 | 2 | 0.01% | 0.04% | 0.07% | Q1 2022 | Q1 2024 | 8 | |
XLG | RYDEX RUSSELL TOP 50 ETF | 8 | 8 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q3 2022 | 8 |
KYN | KAYNE ANDERSON MLP INV... | 7 | 1 | 0.02% | 0.04% | 0.05% | Q2 2022 | Q2 2024 | 8 |
CONSTELLATION ENERGY C... | 8 | 8 | 0.02% | 0.04% | 0.07% | Q3 2022 | Q2 2024 | 8 | |
DFS | DISCOVER FINL SVCS | 4 | 4 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q2 2024 | 8 |
ELS | EQUITY LIFESTYLE PROPE... | 8 | 8 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q1 2023 | 8 |
DSM | BNY MELLON STRATEGIC M... | 4 | 2 | 0.01% | 0.03% | 0.04% | Q2 2019 | Q3 2021 | 8 |
APOLLO GLOBAL MGMT LLC... | 7 | 1 | 0.01% | 0.03% | 0.04% | Q1 2022 | Q2 2024 | 8 | |
MAS | MASCO CORP COM | 5 | 1 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q2 2024 | 8 |
NCZ | ALLIANZGI CONV & INCOM... | 4 | 4 | 0.01% | 0.02% | 0.02% | Q3 2017 | Q3 2019 | 8 |
GNL | GLOBAL NET LEASE INC C... | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q2 2024 | 8 |
CNBS | AMPLIFY SEYMOUR CANNAB... | 8 | 8 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q2 2024 | 8 |
DWDP | DOWDUPONT INC | 7 | 7 | 0.68% | 0.83% | 0.89% | Q3 2017 | Q1 2019 | 7 |
FUND | ROYCE FOCUS TR INCCOM | 7 | 7 | 0.31% | 0.38% | 0.44% | Q2 2013 | Q4 2014 | 7 |
MDT | MEDTRONIC INC | 7 | 7 | 0.21% | 0.27% | 0.33% | Q2 2013 | Q4 2014 | 7 |
WIN | WINDSTREAM HLDGS INCCOM | 7 | 7 | 0.17% | 0.25% | 0.31% | Q3 2013 | Q1 2015 | 7 |
MOAT | VANECK ETF TRUST | 7 | 7 | 0.03% | 0.23% | 0.54% | Q4 2022 | Q2 2024 | 7 |
LAND | GLADSTONE LD CORP COM | 7 | 7 | 0.03% | 0.20% | 0.44% | Q2 2021 | Q4 2022 | 7 |
SDRL | SEADRILL LIMTED | 7 | 7 | 0.04% | 0.19% | 0.25% | Q2 2013 | Q4 2014 | 7 |
PRFZ | POWERSHARES FTSE RAFI ... | 3 | 1 | 0.04% | 0.13% | 0.33% | Q2 2018 | Q2 2024 | 7 |
PDBC | INVESCO OPTIMUM YIELD ... | 5 | 2 | 0.02% | 0.12% | 0.35% | Q2 2021 | Q1 2023 | 7 |
FENY | FIDELITY MSCI ENERGY I... | 7 | 7 | 0.02% | 0.12% | 0.17% | Q1 2022 | Q3 2023 | 7 |
NU | NORTHEAST UTILITIES | 7 | 7 | 0.07% | 0.10% | 0.14% | Q2 2013 | Q4 2014 | 7 |
OI | OWENS ILLINOIS INC | 7 | 7 | 0.06% | 0.10% | 0.14% | Q2 2013 | Q4 2014 | 7 |
PFFD | GLOBAL X U.S. PREFERRE... | 7 | 7 | 0.06% | 0.09% | 0.11% | Q4 2022 | Q2 2024 | 7 |
CSAL | COMMUNICATIONS SALES &... | 7 | 7 | 0.07% | 0.09% | 0.11% | Q2 2015 | Q4 2016 | 7 |
AAAU | GOLDMAN SACHS PHYSICAL... | 7 | 7 | 0.04% | 0.09% | 0.14% | Q3 2022 | Q1 2024 | 7 |
TXT | TEXTRON INC | 7 | 7 | 0.06% | 0.09% | 0.10% | Q4 2013 | Q2 2015 | 7 |
NDSN | NORDSON CORP | 7 | 7 | 0.06% | 0.08% | 0.15% | Q2 2016 | Q4 2017 | 7 |
LO | LOROLLARD INC | 7 | 7 | 0.07% | 0.08% | 0.08% | Q4 2013 | Q2 2015 | 7 |
IYE | ISHARES TR U SENERGY ETF | 7 | 7 | 0.06% | 0.08% | 0.09% | Q4 2013 | Q2 2015 | 7 |
IWB | ISHARES TR RUSSELL 100... | 6 | 1 | 0.01% | 0.07% | 0.13% | Q1 2022 | Q2 2024 | 7 |
OSK | OSHKOSH TRUCK CORP | 4 | 1 | 0.01% | 0.06% | 0.14% | Q1 2014 | Q1 2022 | 7 |
STX | SEAGATE TECHNOLOGY | 5 | 2 | 0.01% | 0.06% | 0.10% | Q4 2021 | Q4 2023 | 7 |
WEC | WEC ENERGY GRP | 7 | 7 | 0.04% | 0.05% | 0.06% | Q2 2015 | Q4 2016 | 7 |
MU | MICRON TECHNOLOGY INC | 3 | 2 | 0.02% | 0.05% | 0.10% | Q3 2019 | Q2 2024 | 7 |
VIAC | VIACOMBS INC | 7 | 7 | 0.02% | 0.05% | 0.08% | Q3 2020 | Q1 2022 | 7 |
GBIL | GOLDMAN SACHS ETF TR | 7 | 7 | 0.03% | 0.05% | 0.10% | Q4 2022 | Q2 2024 | 7 |
KSS | KOHLS CORP | 7 | 7 | 0.04% | 0.05% | 0.06% | Q4 2022 | Q2 2024 | 7 |
CAPITAL GROUP INTL FOC... | 7 | 7 | 0.04% | 0.05% | 0.05% | Q4 2022 | Q2 2024 | 7 | |
UBER | UBER TECHNOLOGIES INC COM | 6 | 1 | 0.03% | 0.04% | 0.06% | Q3 2022 | Q2 2024 | 7 |
PSTL | POSTAL REALTY TRUST IN... | 7 | 7 | 0.03% | 0.04% | 0.05% | Q4 2022 | Q2 2024 | 7 |
SCHC | SCHWAB STRATEGIC TR | 7 | 7 | 0.03% | 0.04% | 0.05% | Q4 2022 | Q2 2024 | 7 |
TNK | TEEKAY TANKERS LTDCL A | 6 | 1 | 0.03% | 0.04% | 0.10% | Q4 2019 | Q2 2024 | 7 |
EUFN | ISHARES TR | 7 | 7 | 0.03% | 0.04% | 0.04% | Q4 2022 | Q2 2024 | 7 |
SJT | SAN JUAN BASIN ROYALTY TR | 6 | 1 | 0.01% | 0.04% | 0.10% | Q2 2021 | Q1 2024 | 7 |
FMC | FMC CORP COM NEW | 4 | 1 | 0.02% | 0.04% | 0.05% | Q3 2020 | Q4 2022 | 7 |
DOCU | DOCUSIGN INC COM | 5 | 2 | 0.02% | 0.03% | 0.05% | Q1 2021 | Q2 2024 | 7 |
ENB | ENBRIDGE INC COM | 4 | 1 | 0.02% | 0.03% | 0.07% | Q2 2021 | Q2 2024 | 7 |
TRP | TC ENERGY CORP COM | 7 | 7 | 0.03% | 0.03% | 0.04% | Q1 2021 | Q3 2022 | 7 |
AFL | AFLAC INC COM | 7 | 7 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q2 2024 | 7 |
JMUB | JPMORGAN MUNICIPAL ETF | 7 | 7 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q2 2024 | 7 |
ESGU | ISHARES TR | 7 | 7 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q2 2024 | 7 |
MPW | MEDICAL PROPERTIES TRU... | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q3 2022 | 7 |
FMB | FIRST TRUST MANAGED MU... | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q3 2022 | 7 |
HACK | ETFMG PRIME CYBER SECU... | 4 | 1 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 7 |
LUMN | LUMEN TECHNOLOGIES INC... | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q3 2022 | 7 |
IEO | ISHARES TR | 7 | 7 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q2 2024 | 7 |
FMAT | FIDELITY MSCI MATERIAL... | 4 | 1 | 0.01% | 0.03% | 0.03% | Q1 2022 | Q2 2024 | 7 |
VTWO | VANGUARD RUSSELL 2000 ETF | 5 | 2 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 7 |
VRSK | VERISK ANALYTICS INCCL A | 4 | 1 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q2 2024 | 7 |
NXP | NUVEEN SELECT TAX-FREE... | 7 | 7 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q2 2024 | 7 |
WIN | WINDSTREAM HLDGS INC | 4 | 1 | 0.00% | 0.02% | 0.03% | Q2 2015 | Q3 2017 | 7 |
OCSL | OAKTREE SPECIALTY LEND... | 7 | 7 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q4 2022 | 7 |
EA SERIES TRUST | 7 | 7 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q2 2024 | 7 | |
HALEON PLC SPON ADS | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2024 | 7 | |
OXLC | OXFORD LANE CAP CORP COM | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2024 | 7 |
UEC | URANIUM ENERGY CORPCOM | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2014 | 7 |
4945SC | KINDER MORGAN ENERGYPA... | 6 | 6 | 0.66% | 0.80% | 0.93% | Q2 2013 | Q3 2014 | 6 |
GOOG | GOOGLE INC CL C | 6 | 6 | 0.47% | 0.56% | 0.72% | Q2 2014 | Q3 2015 | 6 |
F113PS | COVIDIEN PLCSHS | 6 | 6 | 0.14% | 0.19% | 0.22% | Q3 2013 | Q4 2014 | 6 |
DIMENSIONAL US LARGE C... | 6 | 6 | 0.12% | 0.16% | 0.20% | Q1 2023 | Q2 2024 | 6 | |
WAG | WALGREEN CO | 6 | 6 | 0.12% | 0.15% | 0.19% | Q2 2013 | Q3 2014 | 6 |
SPNV | SUPERIOR ENERGY SVCSIN... | 6 | 6 | 0.12% | 0.14% | 0.15% | Q2 2013 | Q3 2014 | 6 |
KMR | KINDER MORGAN MGMTLLC SHS | 6 | 6 | 0.08% | 0.13% | 0.16% | Q2 2013 | Q3 2014 | 6 |
SGOL | ETFS GOLD TRUST ETF | 5 | 1 | 0.02% | 0.12% | 0.17% | Q2 2021 | Q2 2024 | 6 |
GLOP | GASLOG PARTNERS LP | 3 | 1 | 0.04% | 0.12% | 0.46% | Q2 2015 | Q4 2017 | 6 |
CLB | CORE LABORATORIES NV | 6 | 6 | 0.07% | 0.12% | 0.15% | Q2 2013 | Q3 2014 | 6 |
LINDE PLC SHS | 6 | 6 | 0.10% | 0.11% | 0.12% | Q1 2023 | Q2 2024 | 6 | |
ESV | ENSCO PLCSHS CL A | 6 | 6 | 0.07% | 0.11% | 0.15% | Q2 2013 | Q3 2014 | 6 |
UAA | UNDER ARMOUR INC | 6 | 6 | 0.07% | 0.11% | 0.17% | Q2 2015 | Q3 2016 | 6 |
TLH | ISHARES TR | 6 | 6 | 0.04% | 0.08% | 0.10% | Q1 2023 | Q2 2024 | 6 |
JCI | JOHNSON CTLS INC | 6 | 6 | 0.06% | 0.07% | 0.09% | Q1 2015 | Q2 2016 | 6 |
SWKS | SKYWORKS SOLUTIONS INC | 3 | 1 | 0.03% | 0.06% | 0.11% | Q1 2017 | Q2 2024 | 6 |
KSU | KANSAS CITY SOUTHNCOM NEW | 3 | 3 | 0.04% | 0.06% | 0.09% | Q2 2013 | Q3 2021 | 6 |
FBHS | FORUNE BRANDS HOMES & ... | 5 | 1 | 0.05% | 0.06% | 0.06% | Q3 2015 | Q1 2017 | 6 |
WPC | W P CAREY INC | 3 | 3 | 0.05% | 0.06% | 0.07% | Q3 2014 | Q2 2017 | 6 |
NEXTERA ENERGY INC UNI... | 6 | 6 | 0.04% | 0.06% | 0.07% | Q1 2023 | Q2 2024 | 6 | |
MOS | MOSAIC CO | 6 | 6 | 0.02% | 0.05% | 0.09% | Q4 2021 | Q1 2023 | 6 |
AFRM | AFFIRM HLDGS INC COM CL A | 5 | 1 | 0.02% | 0.05% | 0.08% | Q1 2021 | Q4 2023 | 6 |
OIH | VANECK VECTORS ETF TR ... | 2 | 1 | 0.01% | 0.05% | 0.13% | Q2 2021 | Q1 2024 | 6 |
CNQ | CANADIAN NATURAL RESOU... | 5 | 1 | 0.02% | 0.05% | 0.13% | Q1 2022 | Q4 2023 | 6 |
GE HEALTHCARE TECHNOLO... | 6 | 6 | 0.04% | 0.05% | 0.05% | Q1 2023 | Q2 2024 | 6 | |
COLB | COLUMBIA BKG SYS INC COM | 6 | 6 | 0.04% | 0.04% | 0.05% | Q1 2023 | Q2 2024 | 6 |
CANADIAN PAC RAILWAYLTD | 6 | 6 | 0.03% | 0.04% | 0.05% | Q1 2023 | Q2 2024 | 6 | |
SCZ | ISHARES TR MSCI EAFE S... | 4 | 1 | 0.02% | 0.04% | 0.07% | Q2 2017 | Q1 2022 | 6 |
OEF | ISHARES TR S&P 100 IND... | 3 | 1 | 0.02% | 0.04% | 0.05% | Q4 2016 | Q2 2024 | 6 |
FLNG | FLEX LNG LTD SHS | 6 | 6 | 0.03% | 0.04% | 0.05% | Q1 2023 | Q2 2024 | 6 |
PANW | PALO ALTO NETWORKS INC... | 6 | 6 | 0.03% | 0.03% | 0.04% | Q1 2023 | Q2 2024 | 6 |
COIN | COINBASE GLOBAL INC CO... | 4 | 2 | 0.02% | 0.03% | 0.03% | Q2 2021 | Q2 2024 | 6 |
DFAC | DIMENSIONAL U.S. CORE ... | 5 | 1 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q2 2024 | 6 |
FREQ | KORRO BIO INC COM | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
HDV | ISHARES TR CORE HIGH DIV | 5 | 5 | 0.14% | 0.19% | 0.22% | Q3 2019 | Q3 2020 | 5 |
MKL | MARKEL CORP HLDG CO | 5 | 5 | 0.16% | 0.17% | 0.18% | Q3 2017 | Q3 2018 | 5 |
COPX | GLOBAL X FDS GLOBAL X ... | 4 | 1 | 0.06% | 0.15% | 0.33% | Q3 2021 | Q1 2023 | 5 |
WOOD | ISHARES TR GL TIMB FORE | 5 | 5 | 0.02% | 0.14% | 0.28% | Q2 2021 | Q2 2022 | 5 |
CMA | COMERICA INC COM | 5 | 5 | 0.11% | 0.13% | 0.15% | Q2 2013 | Q2 2014 | 5 |
EDIV | SPDR S&P EMERGINGMARKE... | 3 | 2 | 0.11% | 0.13% | 0.14% | Q2 2013 | Q3 2014 | 5 |
KTF | DWS MUN INCOME TRCOM | 5 | 5 | 0.10% | 0.11% | 0.14% | Q2 2013 | Q2 2014 | 5 |
TUP | TUPPERWARE BRANDS CORP | 5 | 5 | 0.07% | 0.10% | 0.15% | Q4 2017 | Q4 2018 | 5 |
AB | ALLIANCEBERSTEIN HLDG ... | 4 | 1 | 0.02% | 0.10% | 0.18% | Q2 2021 | Q2 2024 | 5 |
TBT | PROSHARES TR ULTRASHORT | 5 | 5 | 0.06% | 0.10% | 0.13% | Q2 2013 | Q2 2014 | 5 |
LQD | ISHARES TR IBOXX USDINVT | 3 | 1 | 0.03% | 0.08% | 0.14% | Q2 2013 | Q3 2023 | 5 |
RIG | TRANSOCEAN LTDREG S | 3 | 2 | 0.06% | 0.08% | 0.12% | Q2 2013 | Q3 2014 | 5 |
TM | TOYOTA MTR CORP | 2 | 1 | 0.06% | 0.08% | 0.10% | Q2 2013 | Q4 2015 | 5 |
BAX | BAXTER INTL INC COM | 3 | 1 | 0.06% | 0.08% | 0.09% | Q3 2013 | Q2 2015 | 5 |
DEM | WISDOMTREE TREMERGING ... | 5 | 5 | 0.07% | 0.08% | 0.08% | Q2 2013 | Q2 2014 | 5 |
ACWV | ISHARES TR EDGE MIN VO... | 2 | 1 | 0.02% | 0.08% | 0.10% | Q4 2017 | Q2 2024 | 5 |
QINC | FIRST TR ETF FD VI RBA... | 4 | 1 | 0.05% | 0.07% | 0.09% | Q3 2016 | Q1 2018 | 5 |
A309PS | DIRECTV | 5 | 5 | 0.07% | 0.07% | 0.08% | Q2 2014 | Q2 2015 | 5 |
SDS | PROSHARES TR ULTRA SHR... | 5 | 5 | 0.06% | 0.07% | 0.09% | Q3 2017 | Q3 2018 | 5 |
EQR | EQUITY RESIDENTIAL | 3 | 2 | 0.05% | 0.07% | 0.08% | Q4 2013 | Q3 2017 | 5 |
OGN | ORGANON & CO COMMON STOCK | 5 | 5 | 0.05% | 0.07% | 0.09% | Q2 2023 | Q2 2024 | 5 |
PXI | POWERSHARES EXC TRADED... | 4 | 1 | 0.04% | 0.07% | 0.09% | Q3 2014 | Q1 2018 | 5 |
IAK | ISHARES TR DOW JONESUS... | 5 | 5 | 0.02% | 0.06% | 0.09% | Q1 2022 | Q1 2023 | 5 |
LYB | LYONDELLBASELL IND | 5 | 5 | 0.06% | 0.06% | 0.07% | Q1 2015 | Q1 2016 | 5 |
INVESCO EXCHANGE TRADE... | 5 | 5 | 0.05% | 0.06% | 0.07% | Q3 2020 | Q3 2021 | 5 | |
LBRDK | LIBERTY BROADBAND CORP... | 5 | 5 | 0.03% | 0.06% | 0.08% | Q2 2021 | Q2 2022 | 5 |
CLNS | COLONY NORTHSTAR INC | 5 | 5 | 0.03% | 0.05% | 0.07% | Q1 2017 | Q1 2018 | 5 |
SQ | SQUARE INC | 5 | 5 | 0.02% | 0.05% | 0.10% | Q1 2021 | Q1 2022 | 5 |
ARKG | ARK GENOMIC REVOLUTION... | 5 | 5 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q1 2022 | 5 |
HRB | H&R BLOCK INC | 5 | 5 | 0.03% | 0.03% | 0.04% | Q1 2021 | Q1 2022 | 5 |
PSCH | INVESCO S&P SMALLCAP H... | 5 | 5 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q1 2022 | 5 |
URI | UNITED RENTALS INC | 5 | 5 | 0.02% | 0.03% | 0.03% | Q2 2023 | Q2 2024 | 5 |
DB | DEUTSCHE BANK A G NAME... | 5 | 5 | 0.02% | 0.03% | 0.03% | Q2 2023 | Q2 2024 | 5 |
KMX | CARMAX INC | 5 | 5 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q1 2022 | 5 |
PRI | PRIMERICA INC COM | 5 | 5 | 0.02% | 0.02% | 0.03% | Q2 2023 | Q2 2024 | 5 |
LEO | BNY MELLON STRATEGIC M... | 4 | 1 | 0.02% | 0.02% | 0.03% | Q2 2019 | Q4 2020 | 5 |
RIVIAN AUTOMOTIVE INC ... | 5 | 5 | 0.01% | 0.02% | 0.03% | Q2 2023 | Q2 2024 | 5 | |
DES | WISDOMTREE SMALLCAP DI... | 5 | 5 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q1 2023 | 5 |
MDYV | SPDR S&P 400 MID CAP V... | 5 | 5 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2024 | 5 |
PHO | POWERSHARES GLOBAL WAT... | 3 | 2 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q2 2024 | 5 |
SMMD | ISHARES TR | 2 | 1 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q2 2024 | 5 |
TOO | TEEKAY OFFSHORE PARTNERS | 5 | 5 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2019 | 5 |
AINV | MIDCAP FINANCIAL INVST... | 3 | 1 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q2 2024 | 5 |
JBLU | JETBLUE AWYS CORP | 3 | 1 | 0.01% | 0.02% | 0.04% | Q4 2016 | Q2 2024 | 5 |
SNMX | SENOMYX INC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q2 2018 | 5 |
PICK | ISHARES MSCI GLOBAL ME... | 3 | 1 | 0.05% | 0.14% | 0.20% | Q1 2023 | Q2 2024 | 4 |
PIMCO MULTISECTOR BOND... | 4 | 4 | 0.04% | 0.13% | 0.23% | Q3 2023 | Q2 2024 | 4 | |
FIS | FIDELITY NATL INFORMAT... | 4 | 4 | 0.09% | 0.11% | 0.14% | Q1 2019 | Q4 2019 | 4 |
SCCO | SOUTHERN PERU COPPER CORP | 3 | 1 | 0.03% | 0.09% | 0.16% | Q2 2021 | Q2 2022 | 4 |
SYT | SYNGENTA AG | 4 | 4 | 0.08% | 0.09% | 0.09% | Q2 2013 | Q1 2014 | 4 |
VANGUARD INDEX FDS S7P... | 4 | 4 | 0.07% | 0.08% | 0.10% | Q3 2018 | Q2 2019 | 4 | |
TRP | TRANSCANADA CORP | 4 | 4 | 0.07% | 0.08% | 0.09% | Q4 2014 | Q3 2015 | 4 |
UBNK | UNITED FINL BANCORP INC | 4 | 4 | 0.08% | 0.08% | 0.08% | Q4 2018 | Q3 2019 | 4 |
PDP | POWERSHARES DWA MOMENTUM | 4 | 4 | 0.07% | 0.08% | 0.08% | Q2 2017 | Q1 2018 | 4 |
IHF | ISHARES TR US HLTHCR PR | 4 | 4 | 0.06% | 0.07% | 0.10% | Q2 2015 | Q1 2016 | 4 |
PKI | PERKINELMER INC COM | 4 | 4 | 0.04% | 0.07% | 0.09% | Q2 2021 | Q1 2022 | 4 |
BIL | SPDR SER TR LEHMAN 1-3... | 4 | 4 | 0.05% | 0.06% | 0.07% | Q3 2023 | Q2 2024 | 4 |
FHI | FEDERATED INVS INC | 4 | 4 | 0.05% | 0.06% | 0.06% | Q4 2014 | Q3 2015 | 4 |
FUTY | FIDELITY MSCI UTILITIE... | 4 | 4 | 0.02% | 0.06% | 0.10% | Q1 2022 | Q4 2022 | 4 |
MSKCL | MORGAN STANLEY CAPTR VIII | 4 | 4 | 0.06% | 0.06% | 0.06% | Q3 2015 | Q2 2016 | 4 |
IYG | ISHARES TR US FIN SVC | 3 | 1 | 0.05% | 0.06% | 0.08% | Q4 2014 | Q4 2015 | 4 |
HUBB | HUBBELL INC COM | 4 | 4 | 0.05% | 0.06% | 0.06% | Q3 2023 | Q2 2024 | 4 |
CRT | CROSS TIMBERS RTY TR T... | 2 | 2 | 0.02% | 0.06% | 0.13% | Q2 2021 | Q1 2023 | 4 |
CF | CF INDUSTRIES HOLDINGS... | 4 | 4 | 0.02% | 0.05% | 0.08% | Q1 2022 | Q4 2022 | 4 |
LEG | LEGGETT & PLATT INC | 4 | 4 | 0.04% | 0.05% | 0.06% | Q2 2017 | Q1 2018 | 4 |
LBRDA | LIBERTY BROADBAND CORP... | 4 | 4 | 0.04% | 0.05% | 0.06% | Q2 2021 | Q1 2022 | 4 |
SPGI | S&P GLOBAL INC | 3 | 1 | 0.04% | 0.05% | 0.06% | Q1 2018 | Q1 2019 | 4 |
BGX | BLACKSTONE/GSOLONG SHO... | 3 | 1 | 0.04% | 0.05% | 0.05% | Q4 2016 | Q4 2017 | 4 |
EDF | STONE HBR EMERG MKTS I... | 4 | 4 | 0.04% | 0.04% | 0.05% | Q4 2014 | Q3 2015 | 4 |
FL | FOOT LOCKER INC COM | 3 | 1 | 0.03% | 0.04% | 0.06% | Q3 2016 | Q4 2022 | 4 |
STARWOOD PPTY TR INC | 4 | 4 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q3 2021 | 4 | |
VGSH | VNAGUARD SCOTTSDALE FD... | 3 | 1 | 0.02% | 0.04% | 0.08% | Q4 2018 | Q2 2024 | 4 |
BNS | BANK OF NOVA SCOTIA CMN | 4 | 4 | 0.01% | 0.04% | 0.07% | Q2 2021 | Q1 2022 | 4 |
SLG | SL GREEN RLTY CORP | 4 | 4 | 0.01% | 0.03% | 0.08% | Q2 2021 | Q1 2022 | 4 |
GLDM | WORLD GOLD TR SPDR GLD... | 4 | 4 | 0.01% | 0.03% | 0.05% | Q2 2021 | Q1 2022 | 4 |
REM | ISHARES TR MTG REALEST... | 2 | 2 | 0.03% | 0.03% | 0.04% | Q3 2014 | Q3 2015 | 4 |
RCD | INVESCO S&P 500 EQUAL ... | 2 | 2 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q1 2023 | 4 |
BEP | BROOKFIELD RENEWABLE P... | 4 | 4 | 0.02% | 0.03% | 0.05% | Q2 2021 | Q1 2022 | 4 |
XLP | SELECT SECTOR SPDR TR ... | 2 | 1 | 0.01% | 0.03% | 0.07% | Q4 2013 | Q4 2022 | 4 |
BIV | VANGUARD INTERMEDIATE-... | 2 | 1 | 0.02% | 0.03% | 0.05% | Q3 2016 | Q4 2023 | 4 |
SHM | SPDR SER TR | 4 | 4 | 0.02% | 0.03% | 0.04% | Q3 2023 | Q2 2024 | 4 |
DFUS | DIMENSIONAL U.S. EQUIT... | 4 | 4 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q2 2024 | 4 |
PH | PARKER-HANNIFIN CORP COM | 3 | 1 | 0.02% | 0.03% | 0.04% | Q2 2023 | Q2 2024 | 4 |
ABMD | ABIOMED INC COM | 3 | 1 | 0.02% | 0.03% | 0.05% | Q3 2018 | Q1 2022 | 4 |
SGDJ | SPROTT JUNIOR GOLD MIN... | 4 | 4 | 0.02% | 0.03% | 0.03% | Q2 2021 | Q1 2022 | 4 |
XHB | SPDR S&P HOMEBUILDERETF | 4 | 4 | 0.02% | 0.03% | 0.03% | Q3 2023 | Q2 2024 | 4 |
EA | ELECTRONICS ARTS | 4 | 4 | 0.02% | 0.03% | 0.03% | Q3 2021 | Q2 2022 | 4 |
UNM | UNUM GROUP | 4 | 4 | 0.01% | 0.03% | 0.04% | Q1 2022 | Q4 2022 | 4 |
EW | EDWARDS LIFESCIENCES C... | 4 | 4 | 0.02% | 0.03% | 0.03% | Q2 2021 | Q1 2022 | 4 |
ODFL | OLD DOMINION FREIGHT L... | 3 | 1 | 0.02% | 0.03% | 0.03% | Q2 2023 | Q2 2024 | 4 |
RSX | VANECK VECTORS ETF TR ... | 4 | 4 | 0.01% | 0.02% | 0.04% | Q2 2021 | Q1 2022 | 4 |
AWP | ABERDEEN GLOBAL PREMIE... | 4 | 4 | 0.02% | 0.02% | 0.03% | Q3 2018 | Q2 2019 | 4 |
DELL | DELL TECHNOLOGIES INC ... | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q2 2024 | 4 |
EWY | ISHARES TR SOUTH KOREA | 3 | 1 | 0.01% | 0.02% | 0.04% | Q1 2018 | Q1 2022 | 4 |
CNHI | CNH INDUSTRIAL NV COM ... | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2022 | 4 |
GPC | GENUINE PARTS CO COM | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q2 2024 | 4 |
BOTZ | GLOBAL X ROBOTICS & AR... | 3 | 1 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q2 2024 | 4 |
BGB | BLACKSTONE STRATEGIC C... | 4 | 4 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q2 2024 | 4 |
BKEP | BLUEKNIGHT ENERGY PART... | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2019 | 4 |
APLT | APPLIED THERAPEUTICS I... | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q4 2023 | 4 |
VOD | VODAFONE GROUP PLC | 3 | 3 | 0.30% | 0.32% | 0.35% | Q2 2013 | Q4 2013 | 3 |
STRIVE 500 ETF | 3 | 3 | 0.17% | 0.26% | 0.31% | Q4 2023 | Q2 2024 | 3 | |
KMIPRA | KINDER MORGAN INCDEL P... | 3 | 3 | 0.18% | 0.25% | 0.34% | Q1 2017 | Q3 2017 | 3 |
ETW | EATON VANCE TAXMANAGED | 3 | 3 | 0.03% | 0.13% | 0.32% | Q3 2015 | Q1 2016 | 3 |
FIDELITY ENHANCED LARG... | 3 | 3 | 0.10% | 0.11% | 0.12% | Q4 2023 | Q2 2024 | 3 | |
HYG | ISHARES TR IBOXX HIGH ... | 2 | 1 | 0.07% | 0.09% | 0.14% | Q2 2013 | Q1 2014 | 3 |
PDP | INVESCO DWA MOMENTUM | 3 | 3 | 0.09% | 0.09% | 0.10% | Q2 2018 | Q4 2018 | 3 |
IAC | IAC INTERACTIVE CORP | 3 | 3 | 0.07% | 0.09% | 0.09% | Q3 2019 | Q1 2020 | 3 |
JOY | JOY GLOBAL INC COM | 3 | 3 | 0.07% | 0.08% | 0.09% | Q2 2013 | Q4 2013 | 3 |
CS | CREDIT SUISSE GRP | 3 | 3 | 0.07% | 0.08% | 0.08% | Q1 2015 | Q3 2015 | 3 |
CALF | PACER US SMALL CAP CAS... | 3 | 3 | 0.05% | 0.08% | 0.09% | Q4 2023 | Q2 2024 | 3 |
VNRSQ | VANGUARD NAT RES LLC | 3 | 3 | 0.07% | 0.08% | 0.08% | Q2 2013 | Q4 2013 | 3 |
FCG | FIRST TR ISE REVERE NA... | 3 | 3 | 0.05% | 0.08% | 0.12% | Q2 2022 | Q4 2022 | 3 |
T ROWE PRICE ETF INC | 3 | 3 | 0.04% | 0.07% | 0.13% | Q4 2023 | Q2 2024 | 3 | |
BCE | BCE INCCOM NEWISIN | 2 | 1 | 0.05% | 0.07% | 0.09% | Q2 2013 | Q2 2024 | 3 |
SYLD | CAMBRIA SHAREHOLDER YI... | 3 | 3 | 0.06% | 0.07% | 0.08% | Q4 2023 | Q2 2024 | 3 |
WFM | WHOLE FOODS MKT INC | 3 | 3 | 0.07% | 0.07% | 0.07% | Q4 2014 | Q2 2015 | 3 |
AGN | ALLERGAN INC | 3 | 3 | 0.06% | 0.07% | 0.07% | Q2 2014 | Q4 2014 | 3 |
FEYE | FIREEYE INC | 2 | 1 | 0.06% | 0.07% | 0.07% | Q2 2014 | Q3 2015 | 3 |
CNSO | STRIVE 500 ETF | 3 | 3 | 0.02% | 0.07% | 0.10% | Q1 2023 | Q3 2023 | 3 |
FLQM | FRANKLIN U.S. MID CAP ... | 3 | 3 | 0.06% | 0.07% | 0.08% | Q4 2023 | Q2 2024 | 3 |
GYLD | ARROW ETF TR ARROW DOW... | 2 | 1 | 0.06% | 0.07% | 0.07% | Q1 2017 | Q1 2018 | 3 |
XLY | SELECT SECTOR SPDR TR ... | 2 | 1 | 0.05% | 0.07% | 0.08% | Q4 2013 | Q4 2015 | 3 |
EWA | ISHARES TR SELECTDIVID... | 2 | 1 | 0.06% | 0.07% | 0.07% | Q3 2013 | Q2 2014 | 3 |
POT | POTASH CORP OFSASKATCH... | 3 | 3 | 0.06% | 0.06% | 0.07% | Q4 2014 | Q2 2015 | 3 |
AIRR | FIRST TRUST RBA AMERIC... | 3 | 3 | 0.03% | 0.06% | 0.08% | Q4 2023 | Q2 2024 | 3 |
TWOU | U2 INC | 3 | 3 | 0.06% | 0.06% | 0.07% | Q3 2017 | Q1 2018 | 3 |
BUFR | FT CBOE VEST FUND OF B... | 3 | 3 | 0.05% | 0.06% | 0.07% | Q4 2023 | Q2 2024 | 3 |
ITC | ITC HLDGS CORP | 3 | 3 | 0.06% | 0.06% | 0.06% | Q3 2014 | Q1 2015 | 3 |
IQV | IQVIA HLDGS INC | 2 | 1 | 0.05% | 0.06% | 0.07% | Q4 2017 | Q4 2018 | 3 |
IJT | ISHARES TR S&P SMALL C... | 2 | 1 | 0.02% | 0.06% | 0.10% | Q1 2014 | Q2 2024 | 3 |
VIS | VANGUARD WORLD FDS INDLS | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2017 | Q2 2024 | 3 |
UNIT | UNITI GROUP INC | 3 | 3 | 0.04% | 0.06% | 0.07% | Q1 2017 | Q3 2017 | 3 |
WFT | WEATHERFORD INTL LTD | 3 | 3 | 0.05% | 0.06% | 0.06% | Q2 2013 | Q4 2013 | 3 |
SPAK | ETF SER SOLUTIONS DEFI... | 3 | 3 | 0.03% | 0.06% | 0.08% | Q1 2021 | Q3 2021 | 3 |
ONEY | SPDR SER TR | 3 | 3 | 0.05% | 0.05% | 0.06% | Q4 2023 | Q2 2024 | 3 |
GLP | GLOBAL PARTNERS LP | 3 | 3 | 0.04% | 0.05% | 0.06% | Q3 2019 | Q1 2020 | 3 |
SWM | EQ SCHWEITZER-MAUDUIT ... | 3 | 3 | 0.05% | 0.05% | 0.06% | Q3 2022 | Q1 2023 | 3 |
CODIPRA | COMPASS DIVERSIFIEDHLDGS | 2 | 1 | 0.04% | 0.05% | 0.06% | Q2 2017 | Q1 2018 | 3 |
GULF | WISDOM REE TR MID EAST... | 3 | 3 | 0.04% | 0.05% | 0.06% | Q2 2015 | Q4 2015 | 3 |
TE | TECO ENERGY INC | 3 | 3 | 0.05% | 0.05% | 0.05% | Q4 2015 | Q2 2016 | 3 |
NRGX | PIMCO ENERGY & TACTICA... | 2 | 1 | 0.03% | 0.05% | 0.06% | Q4 2019 | Q2 2024 | 3 |
PTY | PIMCO CORP &INC OPPTYFD | 2 | 1 | 0.04% | 0.05% | 0.06% | Q4 2014 | Q1 2016 | 3 |
FTAI AVIATION LTD SHS | 3 | 3 | 0.03% | 0.05% | 0.07% | Q4 2022 | Q2 2023 | 3 | |
PVAL | PUTNAM FOCUSED LARGE C... | 3 | 3 | 0.02% | 0.05% | 0.08% | Q4 2023 | Q2 2024 | 3 |
JPMORGAN NASDAQ EQUITY... | 3 | 3 | 0.03% | 0.04% | 0.05% | Q4 2023 | Q2 2024 | 3 | |
FLMI | FRANKLIN TEMPLETON ETF TR | 3 | 3 | 0.03% | 0.04% | 0.06% | Q4 2023 | Q2 2024 | 3 |
WWE | WORLD WRESTLING ENTMT INC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q2 2015 | Q4 2015 | 3 |
IBDN | ISHARES BONDS DEC 2022... | 3 | 3 | 0.04% | 0.04% | 0.05% | Q4 2020 | Q2 2021 | 3 |
STX | SEAGATE TECHNOLOGY PLC | 2 | 1 | 0.04% | 0.04% | 0.05% | Q1 2018 | Q1 2021 | 3 |
IBDO | ISHARES IBONDS DEC 202... | 3 | 3 | 0.03% | 0.04% | 0.04% | Q4 2020 | Q2 2021 | 3 |
ACG | ALLIANCEBERSTEININCOME... | 3 | 3 | 0.03% | 0.04% | 0.04% | Q2 2013 | Q4 2013 | 3 |
QYLD | GLOBAL X NASDAQ 100 CO... | 3 | 3 | 0.02% | 0.03% | 0.04% | Q4 2023 | Q2 2024 | 3 |
WCLD | WISDOM TREE TR CLOUD C... | 3 | 3 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q1 2022 | 3 |
PPA | INVESCO EXCHANGE TRADE... | 3 | 3 | 0.03% | 0.03% | 0.04% | Q4 2023 | Q2 2024 | 3 |
TQQQ | PROSHARES ULTRAPRO QQQ | 2 | 1 | 0.03% | 0.03% | 0.04% | Q2 2023 | Q2 2024 | 3 |
LITE | LUMENTUM HLDGS INC COM | 2 | 1 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q1 2022 | 3 |
ZS | ZSCALER INC COM | 3 | 3 | 0.02% | 0.03% | 0.04% | Q4 2023 | Q2 2024 | 3 |
SAN | BANCO SANTANER SA | 1 | 1 | 0.02% | 0.03% | 0.03% | Q2 2013 | Q4 2014 | 3 |
NEEPRP | NEXTERA ENERGY INC UNI... | 3 | 3 | 0.02% | 0.03% | 0.03% | Q2 2022 | Q4 2022 | 3 |
PFN | PIMCO INC STRATEGY FD I | 2 | 1 | 0.01% | 0.03% | 0.07% | Q2 2015 | Q4 2023 | 3 |
STRIVE SMALL-CAP ETF | 3 | 3 | 0.02% | 0.03% | 0.03% | Q4 2023 | Q2 2024 | 3 | |
EQRR | PROSHARES EQUITIES FOR... | 3 | 3 | 0.02% | 0.03% | 0.03% | Q2 2022 | Q4 2022 | 3 |
ISCV | ISHARES TR | 3 | 3 | 0.03% | 0.03% | 0.03% | Q4 2023 | Q2 2024 | 3 |
PGX | INVESCO EXCH TRADED FD... | 2 | 1 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q3 2021 | 3 |
CBOE | CBOE GLOBAL MKTS INC COM | 3 | 3 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q4 2022 | 3 |
FERG | FERGUSON PLC NEW SHS | 3 | 3 | 0.02% | 0.02% | 0.03% | Q4 2023 | Q2 2024 | 3 |
DFAI | DIMENSIONAL INTERNATIO... | 3 | 3 | 0.02% | 0.02% | 0.03% | Q4 2023 | Q2 2024 | 3 |
STRIVE ENHANCED INCOME... | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2023 | Q2 2024 | 3 | |
FTAI | FORTRESS TRANS INFRST ... | 2 | 1 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q1 2022 | 3 |
GSK PLC SPONSORED ADR | 2 | 1 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q2 2024 | 3 | |
CFG | CITIZENS FINL GROUP IN... | 2 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2022 | 3 |
KENVUE INC COM | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q1 2024 | 3 | |
FIFTH STREET FINANCE C... | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 | |
SRLN | SSGA ACTIVE ETF TR | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2023 | Q2 2024 | 3 |
VIOO | VANGUARD S&P SMALL-CAP... | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q2 2022 | 3 |
DJUL | FT VEST U.S. EQUITY DE... | 3 | 3 | 0.02% | 0.02% | 0.03% | Q4 2023 | Q2 2024 | 3 |
ARKF | ARK FINTECH INNOVATION... | 3 | 3 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q1 2022 | 3 |
APOLLO INVT CORP | 3 | 3 | 0.02% | 0.02% | 0.03% | Q3 2017 | Q1 2018 | 3 | |
DGX | QUEST DIAGNOSTICS INC | 2 | 1 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q2 2024 | 3 |
IVOV | VANGUARD S&P MID-CAP 4... | 1 | 1 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q4 2023 | 3 |
RUSHA | RUSH ENTERPRISES INC CL A | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2023 | Q2 2024 | 3 |
STAR | ISTAR INC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q1 2022 | 3 |
XL | SPRUCE POWER HOLDING C... | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
AGNC | AMERICAN CAPITAL AGENC... | 2 | 1 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q1 2024 | 3 |
AWP | ALPINE GLOBAL PREMIER ... | 2 | 1 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q1 2018 | 3 |
PMT | PENNYMAC MTG INVT TR | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2023 | Q2 2024 | 3 |
SPRUCE POWER HOLDING C... | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2023 | Q2 2024 | 3 | |
CPST | CAPSTONE TURBINECORP | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2015 | 3 |
BKEPP | BLUEKNIGHT ENERGY PART... | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2022 | 3 |
RIO TINTO | 2 | 2 | 0.14% | 0.32% | 0.50% | Q2 2021 | Q3 2021 | 2 | |
HYD | MARKET VECTORS ETFTR L... | 2 | 2 | 0.21% | 0.22% | 0.24% | Q2 2013 | Q3 2013 | 2 |
IGOV | ISHARES TRS&P/CITIGROU... | 2 | 2 | 0.15% | 0.18% | 0.22% | Q2 2013 | Q3 2013 | 2 |
ABV | COMPANHIA DE BEBIDASDAS | 2 | 2 | 0.14% | 0.17% | 0.20% | Q2 2013 | Q3 2013 | 2 |
FXC | INVESCO CURRENCY SHRS ... | 2 | 2 | 0.07% | 0.17% | 0.27% | Q2 2021 | Q3 2021 | 2 |
FXA | INVESCO CURRENCY SHRS ... | 2 | 2 | 0.03% | 0.12% | 0.20% | Q2 2021 | Q3 2021 | 2 |
ABEV | AMBEV SA | 2 | 2 | 0.09% | 0.11% | 0.13% | Q4 2013 | Q1 2014 | 2 |
IT | GARTNER INC | 2 | 2 | 0.10% | 0.11% | 0.11% | Q3 2019 | Q4 2019 | 2 |
AGNC | AMERICAN CAP AGYCORP COM | 2 | 2 | 0.10% | 0.10% | 0.10% | Q2 2013 | Q3 2013 | 2 |
ISTB | ISHARES TR | 2 | 2 | 0.07% | 0.10% | 0.12% | Q1 2024 | Q2 2024 | 2 |
CLDX | CELLDEX THERAPEUTICSIN... | 2 | 2 | 0.08% | 0.10% | 0.11% | Q2 2013 | Q3 2013 | 2 |
SDS | PROSHARES TR ULSHT SP5... | 1 | 1 | 0.09% | 0.10% | 0.10% | Q4 2016 | Q2 2017 | 2 |
XAR | SPDR S&P AEROSPACE & D... | 2 | 2 | 0.07% | 0.09% | 0.11% | Q2 2018 | Q3 2018 | 2 |
TK | TEEKAY CORP | 1 | 1 | 0.06% | 0.08% | 0.10% | Q2 2013 | Q2 2014 | 2 |
HSBC | HSBC HLDGS PLCSPONS AD... | 2 | 2 | 0.08% | 0.08% | 0.08% | Q2 2013 | Q3 2013 | 2 |
HIG | HARTFORD FINL SVS GROU... | 2 | 2 | 0.07% | 0.08% | 0.08% | Q2 2017 | Q3 2017 | 2 |
PAGP | PLAINS GROUP HLDGS CLA | 2 | 2 | 0.07% | 0.08% | 0.08% | Q2 2014 | Q3 2014 | 2 |
J P MORGAN EXCHANGE TR... | 2 | 2 | 0.06% | 0.07% | 0.09% | Q1 2024 | Q2 2024 | 2 | |
RWL | INVESCO S&P 500 REVENU... | 2 | 2 | 0.02% | 0.07% | 0.12% | Q1 2024 | Q2 2024 | 2 |
HTS | HATTERAS FINL CORPCOM | 2 | 2 | 0.06% | 0.07% | 0.07% | Q2 2013 | Q3 2013 | 2 |
AWHHF | ALLIED WORLD ASSURANCE... | 2 | 2 | 0.06% | 0.07% | 0.07% | Q3 2016 | Q4 2016 | 2 |
ZM | ZOOM VIDEO COMMUNICATI... | 2 | 2 | 0.06% | 0.07% | 0.08% | Q3 2019 | Q4 2019 | 2 |
OKS | ONEOK PARTNERS L P | 2 | 2 | 0.06% | 0.07% | 0.07% | Q3 2013 | Q4 2013 | 2 |
MYL | MYLAN INC | 1 | 1 | 0.05% | 0.07% | 0.08% | Q2 2014 | Q4 2014 | 2 |
GAS | AGL RES INC | 2 | 2 | 0.06% | 0.07% | 0.07% | Q2 2014 | Q3 2014 | 2 |
GWRE | GUIDEWIRE SOFTWARE INC | 2 | 2 | 0.06% | 0.06% | 0.07% | Q3 2019 | Q4 2019 | 2 |
IRM | IRON MTN INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2014 | Q4 2014 | 2 |
EQNR | STATOIL ASA SPONSORED ... | 2 | 2 | 0.05% | 0.06% | 0.08% | Q1 2022 | Q2 2022 | 2 |
IVR | INVESCO MORTGAGECAPITA... | 2 | 2 | 0.06% | 0.06% | 0.07% | Q2 2013 | Q3 2013 | 2 |
AMG | AFFILIATED MANAGERS GR... | 2 | 2 | 0.06% | 0.06% | 0.06% | Q3 2015 | Q4 2015 | 2 |
MYL | MYLAN NV | 1 | 1 | 0.05% | 0.06% | 0.06% | Q2 2015 | Q4 2015 | 2 |
DBEF | DBX MSCI EAFE | 2 | 2 | 0.05% | 0.06% | 0.06% | Q2 2015 | Q3 2015 | 2 |
ALXN | ALEXION PHARMACEUTICAL... | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2018 | Q3 2018 | 2 |
VCR | VANGUARD WORLD FD | 2 | 2 | 0.04% | 0.06% | 0.08% | Q1 2024 | Q2 2024 | 2 |
VOX | VANGUARD WORLD FD | 2 | 2 | 0.03% | 0.05% | 0.08% | Q1 2024 | Q2 2024 | 2 |
Q | QUINTILES IMS HOLDINGS... | 2 | 2 | 0.05% | 0.05% | 0.06% | Q2 2017 | Q3 2017 | 2 |
SPEM | SPDR PORTFOLIO EMERGIN... | 2 | 2 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q1 2022 | 2 |
AAP | ADVANCE AUTO PARTS INC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q1 2023 | 2 |
T. ROWE PRICE SMALL-MI... | 2 | 2 | 0.04% | 0.05% | 0.05% | Q1 2024 | Q2 2024 | 2 | |
CC | CHEMOURS CO | 2 | 2 | 0.05% | 0.05% | 0.05% | Q3 2017 | Q4 2017 | 2 |
CAPL | CROSS AMERICA PARTNERS... | 2 | 2 | 0.04% | 0.05% | 0.06% | Q4 2018 | Q1 2019 | 2 |
FIZZ | NATIONAL BEVERAGE CORP | 1 | 1 | 0.04% | 0.05% | 0.05% | Q3 2017 | Q3 2018 | 2 |
DWLD | DAVIS FUNDAMENTAL ETF ... | 2 | 2 | 0.04% | 0.05% | 0.05% | Q1 2018 | Q2 2018 | 2 |
VEU | VANGUARD INTL EQUITY I... | 1 | 1 | 0.04% | 0.05% | 0.05% | Q1 2018 | Q3 2018 | 2 |
NRF | NORTHSTAR RLTY FIN CORP | 2 | 2 | 0.04% | 0.04% | 0.05% | Q3 2016 | Q4 2016 | 2 |
NXPI | NXP SEMICONDUCTORS NV | 1 | 1 | 0.02% | 0.04% | 0.07% | Q4 2020 | Q2 2024 | 2 |
FRO | FRONTLINE LTD | 2 | 2 | 0.04% | 0.04% | 0.05% | Q4 2019 | Q1 2020 | 2 |
IJJ | ISHARES TR S&P MIDCAP ... | 1 | 1 | 0.02% | 0.04% | 0.07% | Q1 2014 | Q2 2024 | 2 |
NTG | TORTOISE MLP FD INC | 2 | 2 | 0.03% | 0.04% | 0.05% | Q1 2018 | Q2 2018 | 2 |
SMMU | PIMCO SHORT TERM MUNIC... | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q3 2022 | 2 |
KNG | FT VEST S&P 500 DIVIDE... | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2024 | Q2 2024 | 2 |
GRAYSCALE BITCOIN TRUST | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2024 | Q2 2024 | 2 | |
LGI | LAZARD GLOBAL TOTAL RE... | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2018 | Q2 2018 | 2 |
AEO | AMERICAN EAGLE OUTFITTERS | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q3 2022 | 2 |
CEIX | CONSOL ENERGY INC NEW COM | 2 | 2 | 0.02% | 0.04% | 0.05% | Q2 2023 | Q3 2023 | 2 |
PBR | PETROLEO BRASILEIRO SA... | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2023 | Q1 2024 | 2 |
ARKW | ARK ETF NEXT GNRTN INTER | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2021 | Q3 2021 | 2 |
MTR | MESA RTY TR UNIT BEN INT | 2 | 2 | 0.03% | 0.04% | 0.05% | Q4 2022 | Q1 2023 | 2 |
ATLASSIAN CORPORATION ... | 1 | 1 | 0.02% | 0.04% | 0.05% | Q3 2022 | Q4 2023 | 2 | |
ARM HOLDINGS PLC SPONS... | 2 | 2 | 0.03% | 0.04% | 0.04% | Q1 2024 | Q2 2024 | 2 | |
PMM | PUTNAM MANAGEDMUNI INCTR | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q3 2013 | 2 |
NTR | NUTRIEN LTD COM | 2 | 2 | 0.02% | 0.03% | 0.04% | Q2 2022 | Q3 2022 | 2 |
FINX | GLOBAL X FDS FINTECH | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q3 2021 | 2 |
CLS | CELESTICA INC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2014 | Q1 2015 | 2 |
STRIVE 1000 VALUE ETF | 2 | 2 | 0.02% | 0.03% | 0.03% | Q1 2024 | Q2 2024 | 2 | |
QQEW | FIRST TR NASDAQ 100 EQ... | 2 | 2 | 0.02% | 0.03% | 0.03% | Q1 2024 | Q2 2024 | 2 |
SHELL PLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q1 2024 | Q2 2024 | 2 | |
VANGUARD MALVERN FDS | 2 | 2 | 0.02% | 0.03% | 0.03% | Q1 2024 | Q2 2024 | 2 | |
STRIVE 1000 GROWTH ETF | 2 | 2 | 0.02% | 0.03% | 0.04% | Q1 2024 | Q2 2024 | 2 | |
CRH PLC ORD | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2024 | Q2 2024 | 2 | |
REGN | REGENERON PHARMACEUTIC... | 2 | 2 | 0.02% | 0.03% | 0.03% | Q1 2024 | Q2 2024 | 2 |
DXJ | WISDOMTREE TR | 2 | 2 | 0.02% | 0.03% | 0.03% | Q1 2024 | Q2 2024 | 2 |
SMOG | MARKET VECTORS ETF TR ... | 2 | 2 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q1 2022 | 2 |
CRMD | CORMEDIX INC | 1 | 1 | 0.02% | 0.02% | 0.03% | Q1 2019 | Q3 2019 | 2 |
SDOG | ALPS SECTOR DIVIDEND D... | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q1 2023 | 2 |
XMMO | INVESCO S&P MIDCAP MOM... | 2 | 2 | 0.02% | 0.02% | 0.03% | Q1 2024 | Q2 2024 | 2 |
DNOV | FT CBOE VEST U.S. EQUI... | 2 | 2 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q2 2022 | 2 |
NULG | NUVEEN ESG LARGE-CAP G... | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
ICE | INTERCONTINENTALEXCHINTL | 2 | 2 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q1 2022 | 2 |
EMNT | PIMCO ENHANCED SHORT M... | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q2 2023 | 2 |
TMUS | T-MOBILE US INC COM | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2024 | Q2 2024 | 2 |
JMBS | JANUS HENDERSON MORTGA... | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2023 | Q1 2024 | 2 |
FNOV | FT CBOE VEST U.S. EQUI... | 2 | 2 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q2 2022 | 2 |
MCO | MOODYS CORP | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2024 | Q2 2024 | 2 |
LEN | LENNAR CORP CL A | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2024 | Q2 2024 | 2 |
ACWX | ISHARES TR | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2024 | Q2 2024 | 2 |
VBK | VANGUARD SMALL CAP GRO... | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2024 | Q2 2024 | 2 |
CRWD | CROWDSTRIKE HLDGS INC ... | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2024 | Q2 2024 | 2 |
JPMORGAN INTERNATIONAL... | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2024 | Q2 2024 | 2 | |
COF | CAPITAL ONE FINL CORP | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2024 | Q2 2024 | 2 |
HAP | MARKET VECTORS ETF TR ... | 2 | 2 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q2 2022 | 2 |
AME | AMETEK INC COM | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2024 | Q2 2024 | 2 |
CHWY | CHEWY INC CL A | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
XLU | UTILITIES SELECT SECTO... | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
SKYY | FIRST TR EXCHANGE TRAD... | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
DIAL | COLUMBIA DIVERSIFIED F... | 2 | 2 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q2 2022 | 2 |
NULV | NUVEEN ESG LARGE-CAP V... | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
BMYRT | BRISTOL MYERS SQUIBBCO... | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q1 2020 | 2 |
GSBD | GOLDMAN SACHS BDC INC SHS | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2024 | Q2 2024 | 2 |
PRTK | PARATEK PHARMAECEUTICA... | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
ALN | AMERICAN LORAIN CORPOR... | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q1 2015 | 2 |
GEMP | GEMPHIRE THERAPEUTICS INC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2019 | 2 |
TITAN MACHY INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 | |
AGFY | AGRIFY CORP COM NEW | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
WIN | WINDSTREAM CORP | 1 | 1 | 0.28% | 0.28% | 0.28% | Q2 2013 | Q2 2013 | 1 |
AAXJ | ISHARES TR ALL COUNTRY... | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2018 | Q1 2018 | 1 |
QUS | SPDR SER TR | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2024 | Q2 2024 | 1 |
IGIB | ISHARES TRINTERMEDIATE... | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2014 | Q4 2014 | 1 |
RCKB | ROCKVILLE FINL INCNEW COM | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2013 | Q3 2013 | 1 |
AAAU | GOLDMAN SACHS PHYSICAL... | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2024 | Q2 2024 | 1 |
VANGUARD INDEX FDS S&P... | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2018 | Q1 2018 | 1 | |
BILS | SPDR SER TR | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2024 | Q2 2024 | 1 |
SGOL | ETFS GOLD TR SH | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2014 | Q3 2014 | 1 |
GE VERNOVA INC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2024 | Q2 2024 | 1 | |
B108PS | ACTAVIS PLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2015 | Q1 2015 | 1 |
A | AGILENT TECHNOLOGIESINC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2013 | Q2 2013 | 1 |
HMC | HONDA MTR LTD | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2014 | Q4 2014 | 1 |
FULT | FULTON FINL CORP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2013 | Q2 2013 | 1 |
GSPRBCL | GOLDMAN SACHS GROUPINC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2014 | Q3 2014 | 1 |
XEL | XCEL ENERGY INC COM | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
SPYX | SPDR SER TR | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2024 | Q2 2024 | 1 |
VGM | INVESCO TR INVT GRAD MUNS | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2016 | Q4 2016 | 1 |
GPS | GAP INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2024 | Q2 2024 | 1 |
DTD | WISDOMTREE TR TOTAL DIV | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2014 | Q1 2014 | 1 |
TEEKAY CORP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2014 | Q3 2014 | 1 | |
DDD | 3D SYS CORP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2013 | Q4 2013 | 1 |
ASTERA LABS INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2024 | Q2 2024 | 1 | |
BEAM | BEAM INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2014 | Q1 2014 | 1 |
WFTIQ | WEATHERFORD INTL | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2014 | Q2 2014 | 1 |
INFY | INFOSYS LTD | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2014 | Q4 2014 | 1 |
AMERICA MOVIL SAB DE CV | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2024 | Q2 2024 | 1 | |
KINETIK HOLDINGS INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2024 | Q2 2024 | 1 | |
B | BARNES GROUP INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2017 | Q1 2017 | 1 |
NTC | NUVEEN CONNECTICUTPREM | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2013 | Q2 2013 | 1 |
BTI | BRITISH AMERN TOB PLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2017 | Q3 2017 | 1 |
SIRI | SIRIUS XM HLDGS INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2013 | Q4 2013 | 1 |
TOL | TOLL BROTHERS INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q2 2021 | 1 |
NFLT | ETFIS SER TR I | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2024 | Q2 2024 | 1 |
INCY | INCYTE CORP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2015 | Q1 2015 | 1 |
MOO | MARKET VECTORS TR | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2015 | Q2 2015 | 1 |
SPDR S&P TRANSN | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2015 | Q1 2015 | 1 | |
AEE | AMEREN CORP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2017 | Q1 2017 | 1 |
EWJ | ISHARES TR MSCI JAPAN | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2016 | Q3 2016 | 1 |
SPHQ | POWERSHARESEXCHANGE-TR... | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2015 | Q3 2015 | 1 |
TCAP | TRIANGLE CAP CORP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2015 | Q2 2015 | 1 |
XMLV | POWERSHARES EXC TRADED... | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2018 | Q1 2018 | 1 |
VNQI | VANGUARD INTL EQUITY I... | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2015 | Q2 2015 | 1 |
BIDU | BAIDU COM INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2014 | Q4 2014 | 1 |
RECS | COLUMBIA ETF TR I | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2024 | Q2 2024 | 1 |
PLAINS GRP HLDGS | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2015 | Q1 2015 | 1 | |
RGLD | ROYAL GOLD INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q2 2021 | 1 |
IEUR | ISHARES TR CORE MSCI E... | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2018 | Q1 2018 | 1 |
BPY | BROOKFIELD PPTY PARTNERS | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2015 | Q1 2015 | 1 |
TWC | TIME WARNER CABLE INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2016 | Q1 2016 | 1 |
ROK | ROCKWELL AUTOMATION INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2017 | Q2 2017 | 1 |
EWS | ISHARES INC MSCISINGAPORE | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2013 | Q2 2013 | 1 |
HSIC | HENRY SCHEIN INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2016 | Q2 2016 | 1 |
HASI | HANNON ARMSTRONG SUST ... | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
NRF | NORTHSTAR RLTY FIN CORP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2013 | Q4 2013 | 1 |
EFX | EQUIFAX INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2024 | Q2 2024 | 1 |
SITIO ROYALTIES CORP C... | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 | |
VANECK ETF TRUST | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2024 | Q2 2024 | 1 | |
IGSB | ISHARES TR | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2024 | Q2 2024 | 1 |
VANECK VECTORS ETF TR ... | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 | |
TWO | TWO HBRS INVT CORP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
LABCORP HOLDINGS INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2024 | Q2 2024 | 1 | |
RFV | INVESCO S&P MIDCAP 400... | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2023 | Q4 2023 | 1 |
XWES | WORLD ENERGYSOLUTIONS INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2014 | Q4 2014 | 1 |
TLT | ISHARES 20 YEAR TREASU... | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2023 | Q4 2023 | 1 |
PSXP | PHILLIPS 66 PARTNERS LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
SUB | ISHARES TR | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2024 | Q2 2024 | 1 |
X | UNITED STATES STEEL CORP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q1 2021 | 1 |
CHD | CHURCH & DWIGHT CO INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2024 | Q2 2024 | 1 |
LRGE | LEGG MASON ETF INVT | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2024 | Q2 2024 | 1 |
EUSA | ISHARES MSCI USA EQUAL... | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
VANGUARD WELLINGTON FD | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2024 | Q2 2024 | 1 | |
PML | PIMCO MUN INC FD II | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2015 | Q1 2015 | 1 |
VNOM | VIPER ENERGY PARTNERS | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
JOF | JAPAN SMALLERCAPITALIZ... | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2014 | Q4 2014 | 1 |
BIIB | BIOGEN INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
BANCO SANTANDER | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2014 | Q2 2014 | 1 | |
HF SINCLAIR CORP COM | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 | |
CTXS | CITRIX SYS INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
VAW | VANGUARD WORLD FD | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2024 | Q2 2024 | 1 |
RTM | INVESCO S&P 500 EQUAL ... | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
ROBT | FIRST TRUST NASDAQ ART... | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
KTF | DWS MUN INCOME TR | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2018 | Q3 2018 | 1 |
CAPITAL GROUP GROWTH ETF | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 | |
ALB | ALBEMARLE CORP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
EPI | WISDOMTREE TR | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2024 | Q2 2024 | 1 |
VTR | VENTAS INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2024 | Q2 2024 | 1 |
FAX | ABERDEENASIA-PACIFIC I... | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2013 | Q3 2013 | 1 |
AN | AUTONATION INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
CVEO | CIVEO CORP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
AI | C3 AI INC CL A | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
DXCM | DEXCOM INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2024 | Q2 2024 | 1 |
APP | APPLOVIN CORP COM CL A | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2024 | Q1 2024 | 1 |
STOT | SSGA ACTIVE TR | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2024 | Q2 2024 | 1 |
DHI | D R HORTON INC COM | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2024 | Q1 2024 | 1 |
BROOKFIELD ASSET MGMT ... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 | |
GXO LOGISTICS INCORPOR... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2024 | Q2 2024 | 1 | |
CET | CENTRAL SECS CORP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2024 | Q2 2024 | 1 |
EFV | ISHARES TR | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2024 | Q2 2024 | 1 |
VOT | VANGUARD INDEX FDS | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2024 | Q2 2024 | 1 |
PVL | PERMIANVILLE RTY TR TR... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
BITQ | EXCHANGE TRADED CONCEP... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2024 | Q2 2024 | 1 |
PROSHARES TR | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2024 | Q2 2024 | 1 | |
HRL | HORMEL FOODS CORP COM | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
CAG | CONAGRA BRANDS INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2024 | Q2 2024 | 1 |
PLTR | PALANTIR TECHNOLOGIES INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2024 | Q2 2024 | 1 |
IFRA | ISHARES TR | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2024 | Q2 2024 | 1 |
J P MORGAN EXCHANGE TR... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2024 | Q2 2024 | 1 | |
AMPLIFY ETF TR | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2024 | Q2 2024 | 1 | |
OMF | ONEMAIN HLDGS INC COM | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2024 | Q1 2024 | 1 |
WAB | WABTEC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2024 | Q2 2024 | 1 |
VERALTO CORP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2024 | Q2 2024 | 1 | |
XPO | XPO INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2024 | Q2 2024 | 1 |
DCI | DONALDSON INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2024 | Q2 2024 | 1 |
CHE | CHEMED CORP NEW | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2024 | Q2 2024 | 1 |
BLACKSTONE SECD LENDIN... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2024 | Q2 2024 | 1 | |
JEF | JEFFERIES FINL GROUP INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2024 | Q2 2024 | 1 |
MRVL | MARVELL TECHNOLOGY INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2024 | Q2 2024 | 1 |
SOLVENTUM CORP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2024 | Q2 2024 | 1 | |
BSM | BLACK STONE MINERALS LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
TER | TERADYNE INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2024 | Q2 2024 | 1 |
SNX | TD SYNNEX CORPORATION | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2024 | Q2 2024 | 1 |
HPE | HEWLETT PACKARD ENTERP... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2024 | Q2 2024 | 1 |
REZ | ISHARES FTSE NAREIT RE... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
ABC | CENCORA INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2024 | Q2 2024 | 1 |
KLAC | KLA CORP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2024 | Q2 2024 | 1 |
BR | BROADRIDGE FINL SOLUTI... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2024 | Q2 2024 | 1 |
PFG | PRINCIPAL FINANCIAL GR... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2024 | Q2 2024 | 1 |
RACE | FERRARI N V | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2024 | Q2 2024 | 1 |
CLNY | COLONY CAP INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
CE | CELANESE CORP DEL | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2024 | Q2 2024 | 1 |
EVF | EATIN VANCE SR INC TR | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
SIRI | SIRIUS XM RADIO INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
EV | EATON VANCE SR INC TR | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
HOYA CAPITAL HIGH DIVI... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2023 | Q4 2023 | 1 | |
SAND | SANDSTORM GOLD LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
ORCC | BLUE OWL CAPITAL CORPO... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2024 | Q2 2024 | 1 |
FNX | FIRST TRUST MID CAP CO... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
TMQ | TRILOGY METALS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
GCI | GANNETT CO INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
DNP | DNP SELECT INCOME FD INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2024 | Q2 2024 | 1 |
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The securities at the top of the list , including APPLE INC COM, EXXON MOBIL CORP COM, and COMPASS DIVERSIFIED HOLDINGS, are the highest-conviction holdings of Essex Financial Services, Inc..
The conviction is calculated by counting the number of quarters a security has been reported by Essex Financial Services, Inc.. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Essex Financial Services, Inc. owns currently or has owned in the past.