$1.44 Billion is the total value of AdvisorNet Financial, Inc's 1951 reported holdings in Q3 2021. The portfolio turnover from Q2 2021 to Q3 2021 was 39.2% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BND | Buy | VANGUARD TOTAL BOND MARKET ETFetf | $96,759,000 | +9.2% | 1,132,351 | +9.8% | 6.73% | +14.7% |
| VGK | Buy | VANGUARD EUROPEANetf | $67,506,000 | +4.2% | 1,028,892 | +6.8% | 4.70% | +9.4% |
| IWM | Buy | ISHARES RUSSELL 2000 ETFetf | $59,087,000 | +1.3% | 270,114 | +6.2% | 4.11% | +6.4% |
| GSLC | Buy | GOLDMAN SACHS ACTIVEBETA U.S. LARGE CAP EQUITY ETFetf | $44,936,000 | +0.2% | 522,326 | +0.2% | 3.13% | +5.2% |
| DFAC | New | DIMENSIONAL U.S. CORE EQUITY 2 ETFetf | $18,528,000 | – | 697,320 | +100.0% | 1.29% | – |
| IAGG | Buy | ISHARES CORE INTERNATIONAL AGGREGATE BOND FUNDetf | $17,484,000 | +3.4% | 317,769 | +3.5% | 1.22% | +8.6% |
| ISTB | Buy | ISHARES CORE 1-5 YEAR USD BOND ETFetf | $16,208,000 | +3.1% | 317,359 | +3.5% | 1.13% | +8.3% |
| IWF | Buy | ISHARES RUSSELL 1000 GROWTH ETFetf | $14,364,000 | +31.8% | 52,415 | +30.6% | 1.00% | +38.5% |
| SPY | Buy | SPDR S&P 500 ETFetf | $13,593,000 | +14.5% | 31,675 | +14.2% | 0.95% | +20.2% |
| IWD | Buy | ISHARES RUSSELL 1000 VALUE ETFetf | $12,986,000 | +3.8% | 82,974 | +5.2% | 0.90% | +9.0% |
| DFUS | New | DIMENSIONAL U.S. EQUITY ETFetf | $12,735,000 | – | 270,039 | +100.0% | 0.89% | – |
| ESGU | Buy | ISHARES ESG AWARE MSCI USA ETFetf | $11,773,000 | +11.0% | 119,568 | +11.0% | 0.82% | +16.5% |
| New | DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETFetf | $11,409,000 | – | 440,841 | +100.0% | 0.79% | – | |
| SCHA | Buy | SCHWAB ETFS- US SMALL-CAP ETFetf | $11,124,000 | -2.0% | 111,132 | +2.0% | 0.77% | +2.9% |
| ACWV | Buy | ISHARES MSCI GLOBAL MIN VOL FACTOR ETFetf | $10,517,000 | +3.5% | 102,377 | +3.7% | 0.73% | +8.8% |
| VGSH | Buy | VANGUARD SHORT-TERM GOVERNMENT BOND ETFetf | $10,501,000 | +0.7% | 170,991 | +0.7% | 0.73% | +5.8% |
| SPLG | Buy | SPDR PORTFOLIO S&P 500 ETFetf | $10,191,000 | +2.3% | 201,969 | +2.1% | 0.71% | +7.4% |
| VB | Buy | VANGUARD SMALL CAP ETFetf | $8,961,000 | +38.3% | 40,980 | +42.5% | 0.62% | +45.5% |
| IGEB | Buy | ISHARES INVESTMENT GRADE BOND FACTOR ETFetf | $8,964,000 | +1.3% | 166,867 | +2.2% | 0.62% | +6.5% |
| XMLV | Buy | INVESCO S&P MIDCAP LOW VOLATILITY ETFetf | $8,955,000 | -1.7% | 170,504 | +0.1% | 0.62% | +3.1% |
| VT | Buy | VANGUARD TOTAL WORLD STOCK INDEX FUNDetf | $8,926,000 | -0.4% | 87,651 | +1.4% | 0.62% | +4.5% |
| BIV | Buy | VANGUARD INTERMEDIATE-TERM BONDetf | $8,690,000 | +2.2% | 97,156 | +2.7% | 0.60% | +7.3% |
| VOO | Buy | VANGUARD S&P 500 ETFetf | $7,660,000 | +379.6% | 19,422 | +378.7% | 0.53% | +402.8% |
| VCSH | Buy | VANGUARD SHORT TERM CORP BOND FD ETFetf | $7,357,000 | +0.5% | 89,267 | +0.8% | 0.51% | +5.6% |
| IXUS | Buy | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETFetf | $7,248,000 | +6.8% | 102,087 | +10.2% | 0.50% | +12.0% |
| CEMB | Buy | ISHARES J.P. MORGAN EM CORPORATE BOND ETFetf | $7,243,000 | +1.9% | 139,617 | +3.1% | 0.50% | +7.0% |
| EFV | Buy | ISHARES MSCI EAFE VALUE INDEX ETFetf | $7,041,000 | +12.8% | 138,474 | +14.8% | 0.49% | +18.4% |
| HON | Buy | HONEYWELL INTL INCstock | $6,773,000 | -0.1% | 31,904 | +3.2% | 0.47% | +4.9% |
| EFG | Buy | ISHARES MSCI EAFE GROWTH INDEX ETFetf | $6,304,000 | +21.5% | 59,212 | +22.4% | 0.44% | +27.6% |
| VTEB | Buy | VANGUARD TAX-EXEMPT BOND ETFetf | $6,011,000 | +1.9% | 109,752 | +2.9% | 0.42% | +6.9% |
| FB | Buy | FACEBOOK INC CL Astock | $5,976,000 | +11.2% | 17,608 | +14.0% | 0.42% | +16.9% |
| XOM | Buy | EXXON MOBIL CORP COMstock | $5,959,000 | -4.3% | 101,307 | +2.6% | 0.42% | +0.5% |
| SMLV | Buy | SPDR SSGA US SMALL CAP LOW VOLATILITY INDEX ETFetf | $5,952,000 | +0.2% | 53,048 | +0.6% | 0.41% | +5.1% |
| AVUS | Buy | AVANTIS U.S. EQUITY ETFetf | $5,776,000 | +306.8% | 78,366 | +309.6% | 0.40% | +327.7% |
| IVE | Buy | ISHARES S&P 500 VALUE ETFetf | $5,402,000 | +0.7% | 37,146 | +2.3% | 0.38% | +5.9% |
| SCZ | Buy | ISHARES MSCI EAFE SMALL-CAP ETFetf | $5,228,000 | +5.8% | 70,258 | +5.4% | 0.36% | +11.0% |
| ABT | Buy | ABBOTT LABS COMstock | $4,848,000 | +32.8% | 41,037 | +30.3% | 0.34% | +39.3% |
| AGG | Buy | ISHARES AGGREGATE BOND ETFetf | $4,738,000 | +42.9% | 41,259 | +43.5% | 0.33% | +50.0% |
| ADRE | Buy | INVESCO BLDRS EMERGING MARKETS 50 ADR INDEX FUNDetf | $4,649,000 | -11.6% | 96,109 | +6.1% | 0.32% | -7.2% |
| NVDA | Buy | NVIDIA CORPORATION COMstock | $4,652,000 | +10.2% | 22,454 | +325.6% | 0.32% | +15.7% |
| AVDE | Buy | AVANTIS INTERNATIONAL EQUITY ETFetf | $4,256,000 | +149.0% | 68,108 | +151.4% | 0.30% | +161.9% |
| IVV | Buy | ISHARES S&P 500 INDEXetf | $4,217,000 | +38.7% | 9,789 | +38.5% | 0.29% | +45.8% |
| QQQ | Buy | Invesco QQQ Trustetf | $4,106,000 | +54.7% | 11,470 | +53.1% | 0.29% | +62.5% |
| VEA | Buy | VANGUARD FTSE DEVELOPED MARKETS ETFetf | $3,787,000 | +1079.8% | 75,010 | +1105.2% | 0.26% | +1157.1% |
| AMGN | Buy | AMGEN INCstock | $3,735,000 | -11.7% | 17,562 | +1.2% | 0.26% | -7.1% |
| SCHP | Buy | SCHWAB US TIPS ETFetf | $3,721,000 | +1.1% | 59,466 | +1.0% | 0.26% | +6.1% |
| HD | Buy | HOME DEPOTstock | $3,478,000 | +6.0% | 10,594 | +3.0% | 0.24% | +11.5% |
| VTV | Buy | VANGUARD VALUE INDEX FUNDetf | $3,432,000 | +5.3% | 25,356 | +7.0% | 0.24% | +10.6% |
| CSX | Buy | CSX CORPstock | $3,363,000 | +1.9% | 113,074 | +9.9% | 0.23% | +6.8% |
| WPC | Buy | WP CAREY INC COMreit | $3,312,000 | +57.1% | 45,346 | +60.5% | 0.23% | +64.3% |
| ARKK | Buy | ARK INNOVATION ETFetf | $3,153,000 | +134.9% | 28,530 | +178.0% | 0.22% | +146.1% |
| GILD | Buy | GILEAD SCIENCES INCstock | $2,993,000 | +3.0% | 42,855 | +1.5% | 0.21% | +7.8% |
| XLK | Buy | TECHNOLOGY SELECT SECTOR SPDRetf | $2,875,000 | +47.8% | 19,257 | +46.2% | 0.20% | +55.0% |
| DFAT | New | DIMENSIONAL U.S. TARGETED VALUE ETFetf | $2,758,000 | – | 62,123 | +100.0% | 0.19% | – |
| VLUE | Buy | ISHARES MSCI USA VALUE FACTOR ETFetf | $2,696,000 | +8.7% | 26,768 | +13.3% | 0.19% | +14.6% |
| AVEM | Buy | AVANTIS EMERGING MARKETS EQUITY ETFetf | $2,695,000 | +18.2% | 41,774 | +27.4% | 0.19% | +24.5% |
| PFF | Buy | ISHARES S&P U.S. PREFERRED STOCK ETFetf | $2,598,000 | +6.4% | 66,942 | +7.8% | 0.18% | +11.7% |
| WTRG | New | ESSENTIAL UTILS INC COMstock | $2,591,000 | – | 56,227 | +100.0% | 0.18% | – |
| TOTL | Buy | SPDR DOUBLELINE TOTAL RETURN TACTICAL ETFetf | $2,538,000 | +168.6% | 52,524 | +168.9% | 0.18% | +181.0% |
| NOC | Buy | NORTHROP GRUMMAN CORP COMstock | $2,407,000 | +4.9% | 6,683 | +5.8% | 0.17% | +10.5% |
| GOOG | Buy | ALPHABET INC CAP STK CL Cstock | $2,351,000 | +17.8% | 882 | +10.8% | 0.16% | +24.2% |
| XLV | Buy | HEALTH CARE SELECT SECTOR SPDRetf | $2,344,000 | +28.9% | 18,417 | +27.6% | 0.16% | +35.8% |
| SCHX | Buy | SCHWAB STRATEGIC TR US LRG CAP ETFetf | $2,332,000 | +0.3% | 22,418 | +0.2% | 0.16% | +5.2% |
| DGRE | Buy | WISDOMTREE EMERGING MARKETS QUALITY DIVIDEND GROWTH FUNDetf | $2,319,000 | -6.2% | 82,718 | +0.5% | 0.16% | -1.8% |
| VIG | Buy | VANGUARD DIVIDEND APPRECIATION INDEX FUNDetf | $2,297,000 | +6.4% | 14,952 | +7.3% | 0.16% | +11.9% |
| T | Buy | AT&T INC COMstock | $2,290,000 | -5.2% | 84,767 | +1.0% | 0.16% | -0.6% |
| IJR | Buy | ISHARES S&P SMALLCAP 600 ETFetf | $2,272,000 | +13.5% | 20,809 | +17.5% | 0.16% | +18.8% |
| MS | Buy | MORGAN STANLEY COM NEWstock | $2,245,000 | +69.1% | 23,075 | +59.3% | 0.16% | +77.3% |
| IYW | Buy | ISHARES DJ US TECHNOLOGYetf | $2,194,000 | +3556.7% | 21,668 | +3511.3% | 0.15% | +3725.0% |
| FLOT | Buy | ISHARES FLOATING RATE BOND ETFetf | $2,190,000 | +2.1% | 43,072 | +2.1% | 0.15% | +7.0% |
| ALL | Buy | ALLSTATE CORPstock | $2,124,000 | +333.5% | 16,681 | +344.1% | 0.15% | +362.5% |
| SQ | Buy | SQUARE INC CL Astock | $2,034,000 | +0.7% | 8,481 | +2.4% | 0.14% | +6.0% |
| IJK | Buy | ISHARES S&P MIDCAP 400 GROWTH INDEXetf | $2,023,000 | +28.4% | 25,545 | +31.3% | 0.14% | +35.6% |
| PEP | Buy | PEPSICO INC COMstock | $2,020,000 | +3.5% | 13,432 | +2.0% | 0.14% | +9.3% |
| RLY | Buy | SPDR SSGA MULTI-ASSET REAL RETURN ETFetf | $2,014,000 | +1511.2% | 70,496 | +1511.7% | 0.14% | +1650.0% |
| New | DIMENSIONAL INTERNATIONAL VALUE ETFetf | $1,920,000 | – | 58,636 | +100.0% | 0.13% | – | |
| INTC | Buy | INTEL CORP COMstock | $1,914,000 | +11.6% | 35,928 | +17.6% | 0.13% | +16.7% |
| XLE | Buy | ENERGY SELECT SECTOR SPDRetf | $1,876,000 | +2.4% | 36,021 | +5.9% | 0.13% | +8.3% |
| JHMM | Buy | JOHN HANCOCK MULTIFACTOR MID CAP ETFetf | $1,869,000 | +343.9% | 36,188 | +345.9% | 0.13% | +364.3% |
| VWO | Buy | VANGUARD FTSE EMERGING MARKETS ETFetf | $1,842,000 | +492.3% | 36,823 | +542.3% | 0.13% | +509.5% |
| IUSB | Buy | ISHARES CORE TOTAL USD BOND MARKET ETFetf | $1,800,000 | +83.7% | 33,802 | +84.5% | 0.12% | +92.3% |
| OCCI | Buy | OFS CREDIT COMPANY INC COMcef | $1,786,000 | +1.0% | 131,205 | +8.0% | 0.12% | +6.0% |
| BTI | Buy | BRITISH AMERICAN TOBACCOadr | $1,773,000 | -10.0% | 50,241 | +0.2% | 0.12% | -6.1% |
| MBB | Buy | ISHARES MBS BOND ETFetf | $1,748,000 | +484.6% | 16,163 | +485.6% | 0.12% | +510.0% |
| FPE | Buy | FIRST TRUST PREFERRED SECURITIES AND INCOME ETFetf | $1,756,000 | +23.2% | 85,471 | +23.6% | 0.12% | +29.8% |
| IJT | Buy | ISHARES S&P SMALL-CAP 600 GROWTH ETFetf | $1,746,000 | -1.5% | 13,424 | +0.4% | 0.12% | +3.4% |
| LMBS | Buy | FIRST TRUST LOW DURATION MORTGAGE OPPORTUNITIES ETFetf | $1,700,000 | +0.7% | 33,615 | +1.4% | 0.12% | +5.4% |
| DHR | Buy | DANAHER CORPstock | $1,667,000 | +21.8% | 5,476 | +7.3% | 0.12% | +27.5% |
| IJH | Buy | ISHARES CORE S&P MID CAP ETFetf | $1,643,000 | +7.0% | 6,245 | +9.3% | 0.11% | +11.8% |
| FNDX | Buy | SCHWAB FUNDAMENTAL U.S. LARGE COMPANY INDEX ETFetf | $1,627,000 | -0.9% | 30,165 | +0.6% | 0.11% | +3.7% |
| TEL | Buy | TE CONNECTIVITY LTDstock | $1,601,000 | +2.2% | 11,667 | +0.7% | 0.11% | +6.7% |
| COST | Buy | COSTCO WHOLESALE CORPstock | $1,594,000 | +21.2% | 3,548 | +6.8% | 0.11% | +27.6% |
| CAT | Buy | CATERPILLAR INC COMstock | $1,571,000 | -7.8% | 8,186 | +4.6% | 0.11% | -3.5% |
| XLU | Buy | UTILITIES SELECT SECTOR SPDRetf | $1,533,000 | +44.2% | 24,003 | +42.8% | 0.11% | +52.9% |
| SDY | Buy | SPDR SER TR S&P DIVID ETFetf | $1,490,000 | +11.3% | 12,677 | +15.8% | 0.10% | +16.9% |
| EXC | Buy | EXELON CORP COMstock | $1,488,000 | +36.9% | 30,779 | +25.4% | 0.10% | +44.4% |
| FAX | Buy | ABERDEEN ASIA PACIFIC INCOME FUND INCcef | $1,475,000 | -1.8% | 355,369 | +4.8% | 0.10% | +3.0% |
| CME | Buy | CME GROUP INC COMstock | $1,456,000 | -0.9% | 7,529 | +9.0% | 0.10% | +4.1% |
| NFLX | Buy | NETFLIX COM INCstock | $1,437,000 | +16.5% | 2,354 | +0.7% | 0.10% | +22.0% |
| MDU | Buy | MDU RES GROUP INC COMstock | $1,417,000 | -0.8% | 47,747 | +4.7% | 0.10% | +4.2% |
| PGX | Buy | INVESCO PREFERRED ETFetf | $1,417,000 | +2.5% | 94,299 | +4.5% | 0.10% | +7.6% |
| ETY | Buy | EATON VANCE TAX-MANAGED DIVERS COMcef | $1,397,000 | -0.6% | 100,153 | +0.3% | 0.10% | +4.3% |
| TSM | Buy | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDadr | $1,401,000 | -3.4% | 12,547 | +4.0% | 0.10% | +1.0% |
| NEE | Buy | NEXTERA ENERGY INC COMstock | $1,374,000 | +14.3% | 17,496 | +6.7% | 0.10% | +20.0% |
| SYK | Buy | STRYKER CORPstock | $1,385,000 | +5.7% | 5,250 | +4.1% | 0.10% | +10.3% |
| FALN | Buy | ISHARES FALLEN ANGELS USD BOND ETFetf | $1,362,000 | +282.6% | 45,233 | +280.7% | 0.10% | +295.8% |
| AOR | Buy | ISHARES GROWTH ALLOCATION ETFetf | $1,353,000 | -0.5% | 24,386 | +0.4% | 0.09% | +4.4% |
| MUB | Buy | ISHARES AMT-FREE MUNI BOND ETFetf | $1,295,000 | +12.8% | 11,150 | +13.8% | 0.09% | +18.4% |
| ED | Buy | CONSOLIDATED EDISON INC COMstock | $1,249,000 | +3.4% | 17,210 | +2.1% | 0.09% | +8.8% |
| O | Buy | REALTY INCOME CORP COMreit | $1,203,000 | +5.6% | 18,543 | +8.6% | 0.08% | +12.0% |
| XLC | Buy | COMMUNICATION SERVICES SELECT SECTOR SPDRA FUNDetf | $1,201,000 | +24.5% | 14,991 | +25.8% | 0.08% | +31.2% |
| FVD | Buy | FIRST TRUST VALUE LINE DIVIDEND FUNDetf | $1,199,000 | +1457.1% | 30,585 | +1483.9% | 0.08% | +1560.0% |
| GSK | Buy | GLAXOSMITHKLINE PLC SPONSORED ADRadr | $1,187,000 | +27.4% | 31,053 | +32.7% | 0.08% | +33.9% |
| ICE | Buy | INTERCONTINENTAL EXCHANGE INC COMstock | $1,158,000 | +73.1% | 10,085 | +78.9% | 0.08% | +84.1% |
| ORCL | Buy | ORACLE CORPORATIONstock | $1,159,000 | +26.8% | 13,299 | +13.2% | 0.08% | +32.8% |
| FDVV | Buy | FIDELITY HIGH DIVIDEND ETFetf | $1,168,000 | +1155.9% | 31,561 | +1184.0% | 0.08% | +1250.0% |
| XLF | Buy | FINANCIAL SELECT SECTOR SPDRetf | $1,148,000 | +38.1% | 30,588 | +35.1% | 0.08% | +45.5% |
| BNDW | Buy | VANGUARD TOTAL WORLD BOND ETFetf | $1,144,000 | +1907.0% | 14,323 | +1931.6% | 0.08% | +1900.0% |
| SCHV | Buy | SCHWAB US LARGE CAP VALUE ETFetf | $1,121,000 | +36.4% | 16,615 | +38.2% | 0.08% | +44.4% |
| OKE | Buy | ONEOK INC NEW COMstock | $1,108,000 | +17.1% | 19,103 | +12.4% | 0.08% | +22.2% |
| ICSH | Buy | BLACKROCK ULTRA SHORT-TERM BOND ETFetf | $1,086,000 | +4.2% | 21,495 | +4.2% | 0.08% | +10.1% |
| MUNI | Buy | PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUNDetf | $1,059,000 | +4.6% | 18,787 | +5.4% | 0.07% | +10.4% |
| OKTA | Buy | OKTA INC CL Astock | $1,042,000 | -2.7% | 4,392 | +0.3% | 0.07% | +2.8% |
| CVX | Buy | CHEVRON CORP NEW COMstock | $1,038,000 | +19.6% | 10,232 | +23.5% | 0.07% | +24.1% |
| MRVL | Buy | MARVELL TECHNOLOGY INC COMstock | $1,013,000 | +4.9% | 16,798 | +1.4% | 0.07% | +9.4% |
| PFLD | Buy | AAM LOW DURATION PREFERRED AND INCOME SECURITIES ETFetf | $999,000 | +1683.9% | 39,680 | +1703.6% | 0.07% | +1650.0% |
| VLO | Buy | VALERO ENERGY CORP COMstock | $990,000 | +41.6% | 14,027 | +56.7% | 0.07% | +50.0% |
| VSS | Buy | VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUNDetf | $985,000 | +14.3% | 7,367 | +16.5% | 0.07% | +21.1% |
| MRNA | Buy | MODERNA INC COMstock | $973,000 | +85.7% | 2,529 | +13.3% | 0.07% | +94.3% |
| BIG | Buy | BIG LOTS INC COMstock | $974,000 | -11.5% | 22,457 | +34.7% | 0.07% | -6.8% |
| PTY | Buy | PIMCO CORPORATE & INCOME OPPOR COMcef | $957,000 | -6.2% | 52,349 | +1.6% | 0.07% | -1.5% |
| SPGI | Buy | S&P GLOBAL INC COMstock | $965,000 | +12.7% | 2,271 | +8.9% | 0.07% | +17.5% |
| SBUX | Buy | STARBUCKS CORPstock | $961,000 | +10.6% | 8,712 | +12.1% | 0.07% | +15.5% |
| COP | Buy | CONOCOPHILLIPS COMstock | $961,000 | +13.6% | 14,179 | +2.1% | 0.07% | +19.6% |
| HDV | Buy | ISHARES TR HIGH DIVID EQUITY FDetf | $944,000 | +0.6% | 10,013 | +3.0% | 0.07% | +6.5% |
| VIOG | Buy | VANGUARD S&P SMALL-CAP 600 GROWTH ETFetf | $942,000 | +7.5% | 4,194 | +9.6% | 0.07% | +13.8% |
| CMCSA | Buy | COMCAST CORP NEW CL Astock | $941,000 | +32.0% | 16,817 | +34.6% | 0.06% | +38.3% |
| IEP | Buy | ICAHN ENTERPRISES LP DEPOSITARY UNITstock | $926,000 | -0.3% | 18,530 | +9.7% | 0.06% | +3.2% |
| CRM | Buy | SALESFORCE COMstock | $908,000 | +50.1% | 3,346 | +35.0% | 0.06% | +57.5% |
| ROBO | Buy | EXCH TRADE CONCEPTS ETF & AUTOMATION IDXetf | $893,000 | +0.2% | 13,858 | +1.5% | 0.06% | +5.1% |
| CL | Buy | COLGATE PALMOLIVE CO COMstock | $896,000 | -7.0% | 11,851 | +0.1% | 0.06% | -3.1% |
| EXAS | Buy | EXACT SCIENCES CORPstock | $866,000 | -6.3% | 9,076 | +22.1% | 0.06% | -1.6% |
| UNP | Buy | UNION PAC CORP COMstock | $862,000 | +25.1% | 4,399 | +40.4% | 0.06% | +30.4% |
| VBR | Buy | VANGUARD SMALL-CAP VALUE INDEX FUNDetf | $866,000 | +120.9% | 5,115 | +126.7% | 0.06% | +130.8% |
| CI | Buy | CIGNA CORPstock | $851,000 | +365.0% | 4,253 | +451.6% | 0.06% | +391.7% |
| DOW | Buy | DOW INC COMstock | $851,000 | +0.9% | 14,784 | +10.9% | 0.06% | +5.4% |
| XLRE | Buy | REAL ESTATE SELECT SECTOR SPDR FUNDetf | $842,000 | +1551.0% | 18,934 | +1559.4% | 0.06% | +1866.7% |
| PGR | Buy | PROGRESSIVE CORP COMstock | $852,000 | +0.1% | 9,422 | +8.8% | 0.06% | +5.4% |
| KO | Buy | COCA COLA CO COMstock | $832,000 | +3.0% | 15,860 | +6.2% | 0.06% | +7.4% |
| XLI | Buy | INDUSTRIAL SELECT SECTOR SPDRetf | $823,000 | +16.2% | 8,410 | +21.6% | 0.06% | +21.3% |
| GLTR | Buy | ABERDEEN STANDARD PHYSICAL PRECIOUS METALS BASKET SHARES ETFetf | $821,000 | -10.0% | 9,490 | +0.3% | 0.06% | -5.0% |
| PNC | Buy | PNC FINL SVCS GROUP INC COMstock | $821,000 | +11.4% | 4,194 | +8.6% | 0.06% | +16.3% |
| PFFD | Buy | GLOBAL X U.S. PREFERRED ETFetf | $809,000 | -0.1% | 31,414 | +1.5% | 0.06% | +3.7% |
| SO | Buy | SOUTHERN CO COMstock | $801,000 | +26.9% | 12,925 | +23.9% | 0.06% | +33.3% |
| TTD | Buy | THE TRADE DESK INC COM CL Astock | $787,000 | +43.6% | 11,195 | +58.0% | 0.06% | +52.8% |
| MXI | Buy | ISHARES TRUST S&P GLOBAL MATERIALS INDEX FD ETFetf | $795,000 | -2.8% | 9,329 | +3.7% | 0.06% | +1.9% |
| MPB | New | MID PENN BANCORP INC COMstock | $741,000 | – | 26,912 | +100.0% | 0.05% | – |
| MINN | Buy | MAIRS & POWER MINNESOTA MUNICIPAL BOND ETFetf | $740,000 | +58.5% | 29,616 | +59.9% | 0.05% | +64.5% |
| XLY | Buy | CONSUMER DISCRETIONARY SEL SECTOR SPDR FDetf | $725,000 | +466.4% | 4,038 | +463.2% | 0.05% | +525.0% |
| XLP | Buy | CONSUMER STAPLES SELECT SECTOR SPDRetf | $715,000 | +46.2% | 10,393 | +48.8% | 0.05% | +56.2% |
| STX | Buy | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHSstock | $720,000 | +1369.4% | 8,730 | +1473.0% | 0.05% | +1566.7% |
| VHT | Buy | VANGUARD HEALTH CARE INDEX FUNDetf | $700,000 | +40.6% | 2,833 | +40.6% | 0.05% | +48.5% |
| HIBB | Buy | HIBBETT INC COMstock | $685,000 | -2.8% | 9,679 | +23.0% | 0.05% | +2.1% |
| NUBD | Buy | NUVEEN ESG U.S. AGGREGATE BOND ETFetf | $691,000 | +6.3% | 26,683 | +7.0% | 0.05% | +11.6% |
| PHM | Buy | PULTE GROUP INC COMstock | $684,000 | +81.4% | 14,906 | +115.5% | 0.05% | +92.0% |
| CHTR | Buy | CHARTER COMMUNICATIONS INC NEW CL Astock | $696,000 | +1.3% | 956 | +0.4% | 0.05% | +4.3% |
| CRWD | Buy | CROWDSTRIKE HLDGS INC CL Astock | $678,000 | +5.6% | 2,760 | +8.0% | 0.05% | +9.3% |
| CCI | Buy | CROWN CASTLE INTL CORP NEW COMreit | $679,000 | -0.1% | 3,917 | +12.3% | 0.05% | +4.4% |
| FNDA | Buy | SCHWAB FUNDAMENTAL U.S. SMALL COMPANY INDEX ETFetf | $666,000 | -2.8% | 12,648 | +0.5% | 0.05% | +2.2% |
| IUSV | Buy | ISHARES CORE S&P U.S. VALUE ETFetf | $644,000 | +7.7% | 9,081 | +9.3% | 0.04% | +12.5% |
| IWY | Buy | ISHARES RUSSELL TOP 200 GROWTH ETFetf | $652,000 | +4246.7% | 4,268 | +4168.0% | 0.04% | +4400.0% |
| DLR | Buy | DIGITAL RLTY TR INC COMreit | $632,000 | +27.9% | 4,377 | +33.4% | 0.04% | +33.3% |
| LLY | Buy | LILLY ELI & CO COMstock | $635,000 | +4.8% | 2,748 | +4.1% | 0.04% | +10.0% |
| JNK | Buy | SPDR HIGH YIELD BOND ETFetf | $622,000 | +296.2% | 5,692 | +298.9% | 0.04% | +330.0% |
| FAPR | New | FT CBOE VEST U.S. EQUITY BUFFER ETF - APRILetf | $619,000 | – | 20,050 | +100.0% | 0.04% | – |
| TIP | Buy | ISHARES TIPS BOND ETFetf | $611,000 | +67.9% | 4,788 | +68.4% | 0.04% | +79.2% |
| EMR | Buy | EMERSON ELEC CO COMstock | $620,000 | +8.8% | 6,582 | +11.1% | 0.04% | +13.2% |
| FNF | Buy | FIDELITY NATIONAL FINANCIAL IN FNF GROUP COMstock | $622,000 | +1195.8% | 13,729 | +1154.9% | 0.04% | +1333.3% |
| SLYG | Buy | SPDR S&P 600 SMALL CAP GROWTH ETFetf | $623,000 | +196.7% | 7,148 | +201.5% | 0.04% | +207.1% |
| BG | Buy | BUNGE LIMITED COMstock | $625,000 | +27.3% | 7,682 | +22.4% | 0.04% | +30.3% |
| CSB | Buy | VICTORYSHARES U.S. SMALL CAP HIGH DIV VOLATILITY WTD ETFetf | $597,000 | +2.8% | 10,387 | +7.4% | 0.04% | +7.7% |
| TECH | Buy | BIO-TECHNE CORP COMstock | $598,000 | +7.6% | 1,235 | +0.1% | 0.04% | +13.5% |
| ACN | Buy | ACCENTURE PLC IRELAND SHS CLASS Astock | $606,000 | +26.8% | 1,893 | +16.8% | 0.04% | +31.2% |
| ESGE | Buy | iShares MSCI EM ESG Optimized ETFetf | $590,000 | +49.7% | 14,228 | +63.1% | 0.04% | +57.7% |
| DD | Buy | DUPONT DE NEMOURS INC COMstock | $595,000 | -3.4% | 8,746 | +10.0% | 0.04% | 0.0% |
| ADBE | Buy | ADOBE SYS INCstock | $587,000 | +8.9% | 1,019 | +10.6% | 0.04% | +13.9% |
| ASML | Buy | ASML HOLDING N V N Y REGISTRY SHSadr | $577,000 | +17.3% | 774 | +8.7% | 0.04% | +21.2% |
| GD | Buy | GENERAL DYNAMICS CORP COMstock | $581,000 | +6.4% | 2,966 | +2.2% | 0.04% | +11.1% |
| D | Buy | DOMINION RESOURCES INCstock | $574,000 | +8.3% | 7,866 | +9.2% | 0.04% | +14.3% |
| TLH | New | ISHARES 10-20 YEAR TREASURY BOND ETFetf | $572,000 | – | 3,892 | +100.0% | 0.04% | – |
| BSCM | Buy | INVESCO BULLETSHARES 2022 CORPORATE BOND ETFetf | $557,000 | +1.3% | 25,855 | +1.6% | 0.04% | +8.3% |
| PRU | Buy | PRUDENTIAL FINL INCstock | $566,000 | +14.8% | 5,382 | +11.9% | 0.04% | +18.2% |
| FNDB | Buy | SCHWAB FUNDAMENTAL U.S. BROAD MARKET INDEX ETFetf | $552,000 | -1.1% | 10,315 | +0.4% | 0.04% | +2.7% |
| IHI | Buy | ISHARES U.S. MEDICAL DEVICES ETFetf | $552,000 | +94.4% | 8,798 | +1019.3% | 0.04% | +100.0% |
| APG | Buy | API GROUP CORP COM STKstock | $540,000 | 0.0% | 26,527 | +2.7% | 0.04% | +5.6% |
| BWB | Buy | BRIDGEWATER BANCSHARES INC COM ACCD INVstock | $546,000 | +34.8% | 31,204 | +24.3% | 0.04% | +40.7% |
| BP | Buy | BP PLC SPONSORED ADRadr | $541,000 | +24.7% | 19,787 | +20.6% | 0.04% | +31.0% |
| EIM | Buy | EATON VANCE MUN BD FD COMcef | $535,000 | +40.4% | 39,984 | +43.4% | 0.04% | +48.0% |
| CE | Buy | CELANESE CORPORATIONstock | $515,000 | +30.1% | 3,416 | +30.7% | 0.04% | +38.5% |
| BMRN | Buy | BIOMARIN PHARMACEUTICAL INCstock | $524,000 | +3.8% | 6,774 | +11.8% | 0.04% | +9.1% |
| GM | Buy | GENERAL MOTORS CORPstock | $519,000 | +28.5% | 9,841 | +44.0% | 0.04% | +33.3% |
| BSCL | Buy | INVESCO BULLETSHARES 2021 CORPORATE BOND ETFetf | $498,000 | +1.6% | 23,623 | +1.7% | 0.04% | +9.4% |
| NULG | Buy | NUVEEN ESG LARGE-CAP GROWTH ETFetf | $506,000 | +3.1% | 7,731 | +1.6% | 0.04% | +6.1% |
| F | Buy | FORD MOTOR COMPANYstock | $473,000 | +1.9% | 33,369 | +6.9% | 0.03% | +6.5% |
| DSI | Buy | ISHARES MSCI KLD 400 SOCIAL ETFetf | $458,000 | +6.0% | 5,506 | +5.5% | 0.03% | +10.3% |
| SMB | Buy | VANECK SHORT MUNI ETFetf | $441,000 | +47.0% | 24,473 | +47.5% | 0.03% | +55.0% |
| ARKQ | Buy | ARK AUTONOMOUS TECHNOLOGY & ROBOTICS ETFetf | $444,000 | -1.3% | 5,692 | +9.0% | 0.03% | +3.3% |
| SHY | Buy | ISHARES 1-3 YR TREASURY BOND ETFetf | $451,000 | +9.7% | 5,236 | +9.7% | 0.03% | +14.8% |
| AOM | Buy | ISHARES TR S&P MODERATE ALLOCATION FDetf | $442,000 | +2.1% | 9,874 | +2.7% | 0.03% | +6.9% |
| CAG | Buy | CONAGRA BRANDS INC COMstock | $429,000 | -6.7% | 12,670 | +0.3% | 0.03% | 0.0% |
| TFC | Buy | TRUIST FINL CORP COMstock | $425,000 | +23.5% | 7,253 | +16.9% | 0.03% | +30.4% |
| FITB | Buy | FIFTH THIRD BANCORPstock | $436,000 | +24.6% | 10,277 | +12.3% | 0.03% | +30.4% |
| PEY | Buy | POWERSHARES HY DIVIDEND ACHIEVERSetf | $429,000 | +709.4% | 21,678 | +739.9% | 0.03% | +650.0% |
| ITOT | Buy | ISHARES TR S&P 1500 INDEX FDetf | $431,000 | +118.8% | 4,379 | +119.6% | 0.03% | +130.8% |
| SWKS | Buy | SKYWORKS SOLUTIONS INC COMstock | $432,000 | +22.4% | 2,622 | +42.3% | 0.03% | +30.4% |
| KOD | Buy | KODIAK SCIENCES INC COMstock | $427,000 | +4.9% | 4,453 | +1.7% | 0.03% | +11.1% |
| IGSB | Buy | ISHARES 1-3 YR CREDIT BOND ETFetf | $423,000 | +94.0% | 7,738 | +94.2% | 0.03% | +107.1% |
| INTU | Buy | INTUIT INCstock | $420,000 | +19.0% | 779 | +8.0% | 0.03% | +26.1% |
| PSK | Buy | SPDR ICE PREFERRED SECURITIES ETFetf | $422,000 | -0.7% | 9,704 | +0.9% | 0.03% | +3.6% |
| WYNN | Buy | WYNN RESORTS LTDstock | $420,000 | -28.1% | 4,955 | +3.8% | 0.03% | -25.6% |
| DVY | Buy | ISHARES DJ SELECT DIVIDENDetf | $398,000 | +452.8% | 3,466 | +463.6% | 0.03% | +460.0% |
| MFV | Buy | MFS SPL VALUE TR SH BEN INTcef | $408,000 | -2.6% | 61,332 | +0.1% | 0.03% | 0.0% |
| VBK | Buy | VANGUARD SMALL-CAP GROWTH INDEX FUNDetf | $406,000 | +14.0% | 1,450 | +18.0% | 0.03% | +16.7% |
| NZF | Buy | NUVEEN MUNICIPAL CREDIT INC FD COM SH BEN INTcef | $402,000 | +1.5% | 24,026 | +4.3% | 0.03% | +7.7% |
| IIM | Buy | INVESCO VALUE MUN INCOME TR COMcef | $388,000 | 0.0% | 23,800 | +1.3% | 0.03% | +3.8% |
| DUK | Buy | DUKE ENERGY CORP NEW COM NEWstock | $384,000 | +5.8% | 3,936 | +7.0% | 0.03% | +12.5% |
| TFI | Buy | SPDR MUNICIPAL BOND ETFetf | $376,000 | +32.9% | 7,298 | +34.2% | 0.03% | +36.8% |
| MU | Buy | MICRON TECHNOLOGYstock | $377,000 | -1.6% | 5,305 | +17.8% | 0.03% | +4.0% |
| CNC | Buy | CENTENE CORP DELstock | $372,000 | +45.9% | 5,969 | +70.8% | 0.03% | +52.9% |
| IYG | Buy | ISHARES U.S. FINANCIAL SERVICES ETFetf | $375,000 | +12400.0% | 1,994 | +12362.5% | 0.03% | – |
| ITB | Buy | ISHARES DOW JONES US HOME CONST (ETF)etf | $364,000 | +118.0% | 5,497 | +127.7% | 0.02% | +127.3% |
| PML | Buy | PIMCO MUN INCOME FD II COMcef | $359,000 | +1.7% | 24,380 | +4.3% | 0.02% | +8.7% |
| HYLS | Buy | FIRST TRUST TACTICAL HIGH YIELD ETFetf | $364,000 | +7.1% | 7,544 | +7.6% | 0.02% | +8.7% |
| RDVY | New | FIRST TRUST NASDAQ RISING DIVIDEND ACHIEVERS FUNDetf | $356,000 | – | 7,502 | +100.0% | 0.02% | – |
| AAXJ | Buy | ISHARES MSCI ASIA EX JAPANetf | $364,000 | -4.0% | 4,281 | +6.8% | 0.02% | 0.0% |
| PMX | Buy | PIMCO MUN INCOME FD III COMcef | $359,000 | -2.7% | 28,700 | +1.7% | 0.02% | +4.2% |
| HIG | Buy | HARTFORD FINL SVCS GROUP INCstock | $364,000 | +26.0% | 5,187 | +11.2% | 0.02% | +31.6% |
| TSCO | Buy | TRACTOR SUPPLY CO COMstock | $358,000 | +27.0% | 1,766 | +16.4% | 0.02% | +31.6% |
| PENN | Buy | PENN NATL GAMING INC COMstock | $350,000 | -3.3% | 4,831 | +2.1% | 0.02% | 0.0% |
| BSCN | Buy | INVESCO BULLETSHARES 2023 CORPORATE BOND ETFetf | $339,000 | +3.4% | 15,665 | +3.8% | 0.02% | +9.1% |
| BIDU | Buy | BAIDU COM ADRadr | $349,000 | -1.1% | 2,272 | +31.2% | 0.02% | +4.3% |
| WM | Buy | WASTE MGMT INC DEL COMstock | $334,000 | +9.2% | 2,235 | +2.4% | 0.02% | +15.0% |
| MMC | Buy | MARSH & MCLENNAN COS INC COMstock | $325,000 | +8.7% | 2,146 | +0.9% | 0.02% | +15.0% |
| ADI | Buy | ANALOG DEVICES INC COMstock | $324,000 | +10.6% | 1,934 | +13.7% | 0.02% | +21.1% |
| DLN | New | WISDOMTREE U.S. LARGECAP DIVIDEND FUNDetf | $324,000 | – | 2,715 | +100.0% | 0.02% | – |
| MELI | Buy | MERCADOLIBRE INCstock | $324,000 | +89.5% | 193 | +75.5% | 0.02% | +109.1% |
| NUDM | Buy | NUVEEN ESG INTERNATIONAL DEVELOPED MARKETS EQUITY ETFetf | $331,000 | +6.1% | 10,549 | +6.8% | 0.02% | +9.5% |
| HRB | Buy | BLOCK H & R INC COMstock | $324,000 | +13.7% | 12,975 | +6.8% | 0.02% | +21.1% |
| PMF | Buy | PIMCO MUN INCOME FD COMcef | $310,000 | +3.0% | 21,200 | +5.0% | 0.02% | +10.0% |
| LAND | Buy | GLADSTONE LD CORP COMreit | $311,000 | +3.7% | 13,650 | +9.6% | 0.02% | +10.0% |
| WRB | Buy | BERKLEY W R CORP COMstock | $319,000 | -1.5% | 4,353 | +0.0% | 0.02% | +4.8% |
| NBH | Buy | NEUBERGER BERMAN MUN FD INC COMcef | $317,000 | +8.9% | 19,750 | +9.1% | 0.02% | +15.8% |
| VSMV | Buy | VICTORYSHARES US MULTI-FACTOR MINIMUM VOLATILITY ETFetf | $307,000 | +7.7% | 8,023 | +7.5% | 0.02% | +10.5% |
| ZEN | Buy | ZENDESK INC COMstock | $302,000 | -17.5% | 2,593 | +2.1% | 0.02% | -12.5% |
| ABNB | Buy | AIRBNB INC COM CL Astock | $305,000 | +12.1% | 1,820 | +2.5% | 0.02% | +16.7% |
| NMZ | Buy | NUVEEN MUN HIGH INCOME OPPORTU COMcef | $300,000 | +0.7% | 20,350 | +5.2% | 0.02% | +5.0% |
| MGC | Buy | VANGUARD MEGA CAP ETFetf | $302,000 | +79.8% | 1,984 | +79.5% | 0.02% | +90.9% |
| NDMO | Buy | NUVEEN DYNAMIC MUN OPPORTUNITI COM SHScef | $301,000 | +0.3% | 18,800 | +5.6% | 0.02% | +5.0% |
| SPHD | Buy | INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETFetf | $284,000 | +68.0% | 6,704 | +74.9% | 0.02% | +81.8% |
| ZTS | Buy | ZOETIS INC CL Astock | $292,000 | +8.6% | 1,506 | +4.1% | 0.02% | +11.1% |
| KR | Buy | KROGER CO COMstock | $285,000 | +13.1% | 7,048 | +7.0% | 0.02% | +17.6% |
| OXY | Buy | OCCIDENTAL PETE CORP COMstock | $288,000 | -5.3% | 9,729 | +0.1% | 0.02% | 0.0% |
| VNQ | Buy | VANGUARD REIT INDEX ETFetf | $269,000 | +7.6% | 2,648 | +7.6% | 0.02% | +11.8% |
| RODM | Buy | HARTFORD MULTIFACTOR DEVELOPED MARKETS (EX-US) ETFetf | $273,000 | +187.4% | 9,075 | +194.2% | 0.02% | +216.7% |
| AJG | Buy | GALLAGHER ARTHUR J & CO COMstock | $273,000 | +60.6% | 1,836 | +51.4% | 0.02% | +72.7% |
| EPD | Buy | ENTERPRISE PRODS PARTNERS L Pstock | $278,000 | 0.0% | 12,831 | +11.2% | 0.02% | +5.6% |
| HTEC | Buy | ROBO GLOBAL HEALTHCARE TECHNOLOGY AND INNOVATION ETFetf | $274,000 | -4.2% | 6,003 | +1.3% | 0.02% | 0.0% |
| PLD | Buy | PROLOGIS INC. COMreit | $267,000 | +66.9% | 2,130 | +59.0% | 0.02% | +72.7% |
| NVG | Buy | NUVEEN AMT FREE MUN CR INC FD COMcef | $273,000 | -2.8% | 15,942 | +1.5% | 0.02% | 0.0% |
| UL | Buy | UNILEVER PLC SPON ADR NEWadr | $279,000 | -4.8% | 5,138 | +2.5% | 0.02% | 0.0% |
| HBAN | Buy | HUNTINGTON BANCSHARES INC COMstock | $277,000 | +12.1% | 17,893 | +3.4% | 0.02% | +18.8% |
| NUHY | Buy | NUVEEN ESG HIGH YIELD CORPORATE BOND ETFetf | $274,000 | +10.0% | 11,090 | +10.4% | 0.02% | +11.8% |
| ODFL | Buy | OLD DOMINION FREIGHT LINE INC COMstock | $272,000 | +15.7% | 952 | +2.7% | 0.02% | +18.8% |
| RSI | Buy | RUSH STREET INTERACTIVE INC COMstock | $270,000 | +86.2% | 14,055 | +19.1% | 0.02% | +90.0% |
| INCY | Buy | INCYTE CORPstock | $278,000 | -15.5% | 4,037 | +3.2% | 0.02% | -13.6% |
| ROKU | Buy | ROKU INC COM CL Astock | $252,000 | -13.1% | 803 | +27.1% | 0.02% | -5.3% |
| WSM | Buy | WILLIAMS SONOMA INCstock | $257,000 | +21.8% | 1,449 | +9.9% | 0.02% | +28.6% |
| OTTR | Buy | OTTER TAIL CORP COMstock | $255,000 | +259.2% | 4,550 | +210.8% | 0.02% | +260.0% |
| New | GENERAL ELECTRIC CO COM NEWstock | $259,000 | – | 2,509 | +100.0% | 0.02% | – | |
| BFK | Buy | BLACKROCK MUN INCOME TR SH BEN INTcef | $264,000 | +1.5% | 17,850 | +5.9% | 0.02% | +5.9% |
| CNP | Buy | CENTERPOINT ENERGY INC COMstock | $263,000 | +46.9% | 10,698 | +46.6% | 0.02% | +50.0% |
| IYY | New | ISHARES DOW JONES U.S. ETFetf | $253,000 | – | 2,345 | +100.0% | 0.02% | – |
| RVT | Buy | ROYCE VALUE TR INC COMcef | $244,000 | +0.8% | 13,546 | +6.3% | 0.02% | +6.2% |
| EVN | Buy | EATON VANCE MUNI INCOME TRUST SH BEN INTcef | $245,000 | +4.7% | 17,700 | +6.0% | 0.02% | +6.2% |
| VPU | Buy | VANGUARD UTILITIES INDEX FUNDetf | $245,000 | +16.7% | 1,763 | +16.5% | 0.02% | +21.4% |
| JD | Buy | JD.COM INC SPON ADR CL Aadr | $244,000 | -1.6% | 3,379 | +8.9% | 0.02% | +6.2% |
| ARKW | Buy | ARK NEXT GENERATION INTERNET ETFetf | $242,000 | -4.7% | 1,746 | +6.1% | 0.02% | 0.0% |
| MYD | Buy | BLACKROCK MUNIYIELD FD INC COMcef | $243,000 | +4.7% | 16,350 | +6.5% | 0.02% | +13.3% |
| PHK | Buy | PIMCO HIGH INCOME FD COM SHScef | $243,000 | -5.8% | 38,680 | +2.7% | 0.02% | 0.0% |
| VIOO | Buy | VANGUARD S&P SMALL-CAP 600 ETFetf | $241,000 | +38.5% | 1,195 | +42.6% | 0.02% | +41.7% |
| GLW | Buy | CORNING INC COMstock | $247,000 | +53.4% | 6,779 | +71.9% | 0.02% | +54.5% |
| FTNT | Buy | FORTINET INC COMstock | $240,000 | +26.3% | 823 | +3.3% | 0.02% | +30.8% |
| PAGS | Buy | PAGSEGURO DIGITAL LTD COM CL Astock | $243,000 | +237.5% | 4,696 | +265.7% | 0.02% | +240.0% |
| DBA | Buy | POWERSHARES DB AGRICULTUREetf | $249,000 | +11.2% | 13,046 | +8.3% | 0.02% | +13.3% |
| ITA | Buy | ISHARES TR DOW JONESUS AEROSPACE & DEFetf | $243,000 | +2937.5% | 2,329 | +3227.1% | 0.02% | +1600.0% |
| IXN | New | ISHARES GLOBAL TECH ETFetf | $243,000 | – | 4,294 | +100.0% | 0.02% | – |
| BHG | New | BRIGHT HEALTH GROUP INC COMstock | $239,000 | – | 29,250 | +100.0% | 0.02% | – |
| COMP | New | COMPASS INC CL Astock | $240,000 | – | 18,105 | +100.0% | 0.02% | – |
| HYMB | Buy | SPDR NUVEEN BLOOMBERG HIGH YIELD MUNICIPAL BOND ETFetf | $247,000 | +488.1% | 4,118 | +492.5% | 0.02% | +466.7% |
| MET | Buy | METLIFE INC COMstock | $251,000 | +28.7% | 4,067 | +24.8% | 0.02% | +30.8% |
| AIG | Buy | AMERICAN INTL GROUP INC COM NEWstock | $246,000 | +16.0% | 4,473 | +0.6% | 0.02% | +21.4% |
| XBI | Buy | SPDR BIOTECH ETFetf | $225,000 | +150.0% | 1,791 | +170.1% | 0.02% | +166.7% |
| NEA | Buy | NUVEEN AMT FREE QLTY MUN INCME COMcef | $234,000 | +131.7% | 15,430 | +139.5% | 0.02% | +128.6% |
| BIIB | Buy | BIOGEN IDEC INCstock | $235,000 | -16.1% | 832 | +2.7% | 0.02% | -15.8% |
| FCA | Buy | FIRST TRUST CHINA ALPHADEX FUNDetf | $231,000 | -3.3% | 7,656 | +0.6% | 0.02% | 0.0% |
| CTAS | Buy | CINTAS CORP COMstock | $224,000 | +23.8% | 588 | +23.8% | 0.02% | +33.3% |
| MOH | Buy | MOLINA HEALTHCARE INCstock | $225,000 | +9.2% | 831 | +2.2% | 0.02% | +14.3% |
| TT | Buy | TRANE TECHNOLOGIES PLC SHSstock | $236,000 | +122.6% | 1,366 | +137.6% | 0.02% | +128.6% |
| FIVE | Buy | FIVE BELOW INC COMstock | $225,000 | – | 1,272 | +100.0% | 0.02% | – |
| KMI | Buy | KINDER MORGAN INCstock | $225,000 | +9.2% | 13,427 | +18.7% | 0.02% | +14.3% |
| KRBN | Buy | KRANESHARES GLOBAL CARBON ETFetf | $235,000 | +13.0% | 5,730 | +1.8% | 0.02% | +14.3% |
| DG | Buy | DOLLAR GEN CORP NEW COMstock | $237,000 | +25.4% | 1,116 | +27.7% | 0.02% | +23.1% |
| EBAY | Buy | EBAY INCstock | $212,000 | +1015.8% | 3,036 | +1032.8% | 0.02% | +1400.0% |
| VGIT | Buy | VANGUARD INTERMEDIATE-TERM GOVERNMENT BOND ETFetf | $212,000 | +112.0% | 3,139 | +113.4% | 0.02% | +114.3% |
| VV | Buy | VANGUARD LARGE CAPetf | $212,000 | +5.0% | 1,056 | +5.0% | 0.02% | +15.4% |
| MJ | Buy | ETFMG ALTERNATIVE HARVEST ETFetf | $219,000 | -20.1% | 15,247 | +14.3% | 0.02% | -16.7% |
| NLOK | Buy | SYMANTEC CORPstock | $217,000 | -6.1% | 8,591 | +1.0% | 0.02% | 0.0% |
| FLC | Buy | FLAHERTY & CRUMRINE TOTAL RETU COMcef | $220,000 | -1.3% | 9,174 | +0.2% | 0.02% | 0.0% |
| MDLZ | Buy | MONDELEZ INTL INC CL Astock | $222,000 | -3.1% | 3,824 | +4.3% | 0.02% | 0.0% |
| EMHY | Buy | ISHARES INC EMERGINGMKTS HIGH YLD BD FDetf | $217,000 | +0.9% | 4,890 | +4.0% | 0.02% | +7.1% |
| EEMA | New | ISHARES MSCI EMERGING MARKETS ASIA INDEX FUNDetf | $212,000 | – | 2,511 | +100.0% | 0.02% | – |
| TEX | Buy | TEREX CORP NEW COMstock | $195,000 | +15.4% | 4,620 | +30.5% | 0.01% | +27.3% |
| HYG | Buy | ISHARES IBOXX HIGH YIELD CORPORATE BOND ETFetf | $202,000 | +445.9% | 2,308 | +449.5% | 0.01% | +600.0% |
| HII | Buy | HUNTINGTON INGALLS INDS INC COMstock | $201,000 | +4.7% | 1,039 | +14.3% | 0.01% | +7.7% |
| MGNI | Buy | MAGNITE INC COMstock | $207,000 | +508.8% | 7,400 | +640.0% | 0.01% | +600.0% |
| HE | Buy | HAWAIIAN ELEC INDUSTRIES COMstock | $199,000 | -3.4% | 4,885 | +0.0% | 0.01% | 0.0% |
| BSV | Buy | VANGUARD SHORT TERM BONDetf | $194,000 | +86.5% | 2,367 | +87.4% | 0.01% | +100.0% |
| IPAC | Buy | ISHARES CORE MSCI PACIFIC ETFetf | $204,000 | +15.3% | 3,051 | +14.1% | 0.01% | +16.7% |
| EW | Buy | EDWARDS LIFESCIENCES CORP COMstock | $199,000 | +95.1% | 1,759 | +78.8% | 0.01% | +100.0% |
| RGEN | Buy | REPLIGEN CORP COMstock | $205,000 | +412.5% | 710 | +255.0% | 0.01% | +366.7% |
| NXPI | Buy | NXP SEMICONDUCTORS N V COMstock | $201,000 | +12.9% | 1,026 | +18.5% | 0.01% | +16.7% |
| ANTM | Buy | ANTHEM INC COMstock | $199,000 | +30.1% | 534 | +33.5% | 0.01% | +40.0% |
| ARKF | Buy | ARK FINTECH INNOVATION ETFetf | $197,000 | +1.0% | 3,983 | +10.7% | 0.01% | +7.7% |
| RSG | Buy | REPUBLIC SVCS INC COMstock | $203,000 | +43.0% | 1,692 | +31.4% | 0.01% | +55.6% |
| PLTR | Buy | PALANTIR TECHNOLOGIES INC CL Astock | $200,000 | +25.0% | 8,320 | +36.7% | 0.01% | +27.3% |
| VTWG | Buy | VANGUARD RUSSELL 2000 GROWTH ETFetf | $192,000 | +1500.0% | 896 | +1590.6% | 0.01% | +1200.0% |
| VXUS | Buy | VANGUARD TOTAL INTERNATIONAL STOCK ETFetf | $193,000 | +114.4% | 3,058 | +122.6% | 0.01% | +116.7% |
| PAYC | Buy | PAYCOM SOFTWARE INC COMstock | $183,000 | +37.6% | 370 | +0.8% | 0.01% | +44.4% |
| MP | New | MP MATERIALS CORP COM CL Astock | $185,000 | – | 5,741 | +100.0% | 0.01% | – |
| PEJ | New | INVESCO DYNAMIC LEISURE AND ENTERTAINMENT ETFetf | $191,000 | – | 3,797 | +100.0% | 0.01% | – |
| LYB | Buy | LYONDELLBASELL INDUSTRIES N V SHS - A -stock | $190,000 | -6.4% | 2,026 | +2.5% | 0.01% | 0.0% |
| TSN | Buy | TYSON FOODS INC CL Astock | $193,000 | +34.0% | 2,449 | +25.3% | 0.01% | +30.0% |
| EFAV | Buy | ISHARES MSCI EAFE MIN VOL FACTOR ETFetf | $193,000 | +12.2% | 2,558 | +12.2% | 0.01% | +18.2% |
| BLOK | Buy | AMPLIFY TRANSFORMATIONAL DATA SHARING ETFetf | $180,000 | +309.1% | 4,040 | +339.1% | 0.01% | +333.3% |
| DRI | Buy | DARDEN RESTAURANTS INC COMstock | $180,000 | +1284.6% | 1,189 | +1251.1% | 0.01% | +1200.0% |
| DISH | Buy | DISH NETWORK CORPORATION CL Astock | $183,000 | +7.0% | 4,212 | +3.0% | 0.01% | +18.2% |
| RY | Buy | ROYAL BANK OF CANADAstock | $193,000 | -0.5% | 1,943 | +1.6% | 0.01% | 0.0% |
| PCTY | Buy | PAYLOCITY HLDG CORP COMstock | $168,000 | +479.3% | 600 | +300.0% | 0.01% | +500.0% |
| ENB | Buy | ENBRIDGE INC COMstock | $179,000 | +64.2% | 4,507 | +66.1% | 0.01% | +71.4% |
| TMV | Buy | DIREXION DAILY 20 YEAR TREASURY BEAR 3X SHARES ETFetf | $173,000 | +3.0% | 2,775 | +7.8% | 0.01% | +9.1% |
| IGIB | Buy | ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETFetf | $174,000 | +180.6% | 2,893 | +181.1% | 0.01% | +200.0% |
| INFO | Buy | IHS MARKIT LTD SHSstock | $174,000 | +8.8% | 1,489 | +4.9% | 0.01% | +9.1% |
| IYC | Buy | ISHARES U.S. CONSUMER DISCRETIONARY ETFetf | $176,000 | +36.4% | 2,272 | +37.1% | 0.01% | +33.3% |
| MINT | Buy | PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUNDetf | $168,000 | +43.6% | 1,650 | +43.5% | 0.01% | +50.0% |
| PXD | Buy | PIONEER NATURAL RESOURCES COstock | $172,000 | +4.2% | 1,031 | +1.7% | 0.01% | +9.1% |
| PATH | New | UIPATH INC CL Astock | $174,000 | – | 3,306 | +100.0% | 0.01% | – |
| IEUR | Buy | ISHARES CORE MSCI EUROPE ETFetf | $174,000 | +52.6% | 3,110 | +56.0% | 0.01% | +50.0% |
| AEP | Buy | AMERICAN ELEC PWR CO INC COMstock | $171,000 | +25.7% | 2,108 | +31.1% | 0.01% | +33.3% |
| DBEF | Buy | X-TRACKERS MSCI EAFE HEDGED EQUITY ETFetf | $170,000 | +102.4% | 4,489 | +100.5% | 0.01% | +100.0% |
| ES | Buy | EVERSOURCE ENERGY COMstock | $173,000 | +43.0% | 2,117 | +40.7% | 0.01% | +50.0% |
| BTO | Buy | HANCOCK JOHN FINL OPPTYS FD SH BEN INT NEWcef | $176,000 | +13.5% | 4,134 | +0.2% | 0.01% | +20.0% |
| HACK | Buy | ETFMG PRIME CYBER SECURITY ETFetf | $172,000 | +6.2% | 2,829 | +5.9% | 0.01% | +9.1% |
| AEE | Buy | AMEREN CORP COMstock | $168,000 | +3.7% | 2,070 | +2.0% | 0.01% | +9.1% |
| VCR | Buy | VANGUARD CONSUMER DISCRETIONARY INDEX FUNDetf | $171,000 | +40.2% | 552 | +42.3% | 0.01% | +50.0% |
| BNDX | Buy | VANGUARD TOTAL INTERNATIONAL BOND ETFetf | $159,000 | +7.4% | 2,793 | +7.5% | 0.01% | +10.0% |
| SNOW | Buy | SNOWFLAKE INC CL Astock | $155,000 | +28.1% | 512 | +2.4% | 0.01% | +37.5% |
| DAPR | New | FT CBOE VEST U.S. EQUITY DEEP BUFFER ETF - APRILetf | $153,000 | – | 5,000 | +100.0% | 0.01% | – |
| LIT | Buy | GLOBAL X LITHIUM & BATTERY TECH ETFetf | $155,000 | +192.5% | 1,886 | +156.2% | 0.01% | +175.0% |
| FTAI | Buy | FORTRESS TRANS INFRST INVS LLC COM REP LTD LIABstock | $162,000 | +9.5% | 6,397 | +45.4% | 0.01% | +10.0% |
| PEG | Buy | PUBLIC SVC ENTERPRISE GRP INC COMstock | $152,000 | +52.0% | 2,499 | +49.6% | 0.01% | +57.1% |
| SPCE | Buy | VIRGIN GALACTIC HOLDINGS INC COMstock | $151,000 | -38.1% | 5,968 | +12.5% | 0.01% | -31.2% |
| HCA | Buy | HCA HEALTHCARE INC COMstock | $155,000 | +675.0% | 637 | +543.4% | 0.01% | +1000.0% |
| LNN | Buy | LINDSAY CORP COMstock | $156,000 | +524.0% | 1,030 | +586.7% | 0.01% | +450.0% |
| IUSG | Buy | ISHARES CORE S&P U.S. GROWTH ETFetf | $154,000 | +14.1% | 1,508 | +13.2% | 0.01% | +22.2% |
| DGX | Buy | QUEST DIAGNOSTICS INCstock | $165,000 | +10.0% | 1,138 | +0.3% | 0.01% | +10.0% |
| FIBR | Buy | ISHARES U.S. FIXED INCOME BALANCED RISK FACTOR ETFetf | $152,000 | 0.0% | 1,520 | +0.5% | 0.01% | +10.0% |
| EAGG | Buy | ISHARES ESG AWARE U.S. AGGREGATE BOND ETFetf | $163,000 | +757.9% | 2,949 | +754.8% | 0.01% | +1000.0% |
| SHYG | Buy | ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETFetf | $159,000 | +18.7% | 3,472 | +19.0% | 0.01% | +22.2% |
| NSC | Buy | NORFOLK SOUTHERN CRPstock | $165,000 | +157.8% | 690 | +187.5% | 0.01% | +175.0% |
| BCE | Buy | BCE INC COM NEWstock | $159,000 | +12.0% | 3,173 | +10.5% | 0.01% | +22.2% |
| ZM | Buy | ZOOM VIDEO COMMUNICATIONS INC CL Astock | $153,000 | +142.9% | 585 | +261.1% | 0.01% | +175.0% |
| FIVG | Buy | DEFIANCE NEXT GEN CONNECTIVITY ETFetf | $146,000 | -4.6% | 4,025 | +0.2% | 0.01% | 0.0% |
| DELL | Buy | DELL TECHNOLOGIES INC CL Cstock | $143,000 | +1488.9% | 1,372 | +1424.4% | 0.01% | +900.0% |
| W | Buy | WAYFAIR INC CL Astock | $145,000 | +30.6% | 566 | +61.3% | 0.01% | +42.9% |
| VIR | Buy | VIR BIOTECHNOLOGY INC COMstock | $146,000 | +43.1% | 3,350 | +55.8% | 0.01% | +42.9% |
| SPOT | Buy | SPOTIFY TECHNOLOGY S A SHSstock | $139,000 | +0.7% | 618 | +23.6% | 0.01% | +11.1% |
| USA | Buy | LIBERTY ALL STAR EQUITY FD SH BEN INTcef | $147,000 | -5.2% | 17,109 | +0.1% | 0.01% | 0.0% |
| VMBS | Buy | VANGUARD MORTGAGE-BACKED SECURITIES ETFetf | $137,000 | +7.0% | 2,562 | +6.8% | 0.01% | +25.0% |
| ANSS | Buy | ANSYS INCstock | $139,000 | +1.5% | 407 | +2.8% | 0.01% | +11.1% |
| BSCO | Buy | INVESCO BULLETSHARES 2024 CORPORATE BOND ETFetf | $138,000 | +9.5% | 6,251 | +10.1% | 0.01% | +25.0% |
| New | CREE INCstock | $137,000 | – | 1,700 | +100.0% | 0.01% | – | |
| AFRM | Buy | AFFIRM HLDGS INC COM CL Astock | $129,000 | +87.0% | 1,079 | +4.9% | 0.01% | +80.0% |
| ISCG | New | ISHARES MORNINGSTAR SMALL-CAP GROWTH ETFetf | $125,000 | – | 2,539 | +100.0% | 0.01% | – |
| STZ | Buy | CONSTELLATION BRANDS INC CL Astock | $132,000 | +6.5% | 625 | +17.9% | 0.01% | +12.5% |
| NUEM | Buy | NUVEEN ESG EMERGING MARKETS EQUITY ETFetf | $123,000 | 0.0% | 3,634 | +9.5% | 0.01% | +12.5% |
| RIOT | Buy | RIOT BLOCKCHAIN INC COMstock | $128,000 | +357.1% | 4,997 | +566.3% | 0.01% | +350.0% |
| IYE | Buy | ISHARES DJ US ENERGYetf | $126,000 | +563.2% | 4,467 | +599.1% | 0.01% | +800.0% |
| RBLX | Buy | ROBLOX CORP CL Astock | $130,000 | -15.0% | 1,724 | +1.7% | 0.01% | -10.0% |
| KRE | Buy | SPDR S&P REGIONAL BANKING ETFetf | $126,000 | +193.0% | 1,859 | +181.7% | 0.01% | +200.0% |
| RDSB | Buy | ROYAL DUTCH SHELL PLC SPON ADR Badr | $131,000 | +22.4% | 2,964 | +7.2% | 0.01% | +28.6% |
| EXPE | Buy | EXPEDIA INC DEL COMstock | $130,000 | +38.3% | 791 | +38.0% | 0.01% | +50.0% |
| IP | Buy | INTERNATIONAL PAPER CO COMstock | $132,000 | +21.1% | 2,366 | +32.5% | 0.01% | +28.6% |
| ACGL | New | ARCH CAP GROUP LTD ORDstock | $132,000 | – | 3,450 | +100.0% | 0.01% | – |
| VSGX | Buy | VANGUARD ESG INTERNATIONAL STOCK ETFetf | $136,000 | +300.0% | 2,206 | +313.9% | 0.01% | +350.0% |
| FE | New | FIRSTENERGY CORPstock | $110,000 | – | 3,094 | +100.0% | 0.01% | – |
| NCR | Buy | NCR CORP NEW COMstock | $108,000 | +10700.0% | 2,794 | +11541.7% | 0.01% | – |
| IBUY | Buy | AMPLIFY ONLINE RETAIL ETFetf | $119,000 | +1387.5% | 1,085 | +1569.2% | 0.01% | +700.0% |
| PINS | Buy | PINTEREST INC CL Astock | $111,000 | -34.3% | 2,180 | +1.9% | 0.01% | -27.3% |
| MPLX | Buy | MPLX LP COM UNIT REP LTDstock | $114,000 | +16.3% | 4,007 | +21.1% | 0.01% | +33.3% |
| DTEC | New | ALPS DISRUPTIVE TECHNOLOGIES ETFetf | $116,000 | – | 2,385 | +100.0% | 0.01% | – |
| SUSB | Buy | ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETFetf | $112,000 | +646.7% | 4,322 | +662.3% | 0.01% | +700.0% |
| YUM | Buy | YUM BRANDS INC COMstock | $110,000 | +37.5% | 901 | +28.9% | 0.01% | +60.0% |
| AGR | Buy | AVANGRID INC COMstock | $122,000 | +3.4% | 2,520 | +9.6% | 0.01% | 0.0% |
| CNRG | Buy | SPDR S&P KENSHO CLEAN POWER ETFetf | $118,000 | -1.7% | 1,256 | +10.9% | 0.01% | 0.0% |
| SPSM | Buy | SPDR PORTFOLIO S&P 600 SMALL CAP ETFetf | $108,000 | -2.7% | 2,525 | +0.3% | 0.01% | +14.3% |
| IEO | Buy | ISHARES U.S. OIL & GAS EXPLORATION & PRODUCTION ETFetf | $121,000 | +16.3% | 2,077 | +14.1% | 0.01% | +14.3% |
| RYH | New | INVESCO S&P 500 EQUAL WEIGHT HEALTH CARE ETFetf | $109,000 | – | 366 | +100.0% | 0.01% | – |
| CLX | Buy | CLOROX CO DEL COMstock | $115,000 | -8.0% | 695 | +0.1% | 0.01% | 0.0% |
| CIEN | Buy | CIENA CORP COM NEWstock | $113,000 | -5.8% | 2,205 | +4.4% | 0.01% | 0.0% |
| KBWP | Buy | INVESCO KBW PROPERTYA & CASUALTY INSURANCE ETFetf | $111,000 | 0.0% | 1,459 | +0.6% | 0.01% | +14.3% |
| IMCG | New | ISHARES MORNINGSTAR MID-CAP GROWTH ETFetf | $115,000 | – | 1,672 | +100.0% | 0.01% | – |
| QQQM | New | INVESCO NASDAQ 100 ETFetf | $118,000 | – | 805 | +100.0% | 0.01% | – |
| BSCP | Buy | INVESCO BULLETSHARES 2025 CORPORATE BOND ETFetf | $119,000 | +7.2% | 5,380 | +8.0% | 0.01% | +14.3% |
| CRSP | Buy | CRISPR THERAPEUTICS AG NAMEN AKTstock | $115,000 | -29.9% | 1,025 | +1.3% | 0.01% | -27.3% |
| IWO | Buy | ISHARES RUSSELL 2000 GROWTH ETFetf | $119,000 | +8.2% | 407 | +15.6% | 0.01% | +14.3% |
| VER | Buy | VEREIT INC COMreit | $101,000 | +71.2% | 2,240 | +73.2% | 0.01% | +75.0% |
| MSB | Buy | MESABI TR CTF BEN INTstock | $94,000 | -9.6% | 3,150 | +6.8% | 0.01% | 0.0% |
| IDEV | New | ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETFetf | $107,000 | – | 1,599 | +100.0% | 0.01% | – |
| AYX | Buy | ALTERYX INC COM CL Astock | $104,000 | +30.0% | 1,425 | +54.1% | 0.01% | +40.0% |
| USCI | New | UNITED STS COMMODITYINDEX FD COMMODITY INDEX FDetf | $102,000 | – | 2,500 | +100.0% | 0.01% | – |
| DES | Buy | WISDOMTREE SMALLCAP DIVIDENDetf | $105,000 | +7.1% | 3,410 | +10.6% | 0.01% | +16.7% |
| FGD | Buy | FIRST TRUST DOW JONES GLOBAL SELECT DIVIDEND INDEX FUNDetf | $101,000 | -2.9% | 4,053 | +1.5% | 0.01% | 0.0% |
| KSS | Buy | KOHLS CORPstock | $98,000 | +66.1% | 2,075 | +93.0% | 0.01% | +75.0% |
| ABB | Buy | ABB LTD SPONSORED ADRadr | $96,000 | +24.7% | 2,891 | +27.7% | 0.01% | +40.0% |
| SOXX | Buy | ISHARES SEMICONDUCTOR FUNDetf | $106,000 | +221.2% | 238 | +230.6% | 0.01% | +250.0% |
| ETR | Buy | ENTERGY CORP NEW COMstock | $96,000 | +146.2% | 969 | +145.3% | 0.01% | +133.3% |
| EL | Buy | LAUDER ESTEE COS INC CL Astock | $96,000 | +104.3% | 320 | +116.2% | 0.01% | +133.3% |
| GDRX | Buy | GOODRX HLDGS INC COM CL Astock | $99,000 | +43.5% | 2,425 | +26.0% | 0.01% | +40.0% |
| SON | Buy | SONOCO PRODS CO COMstock | $106,000 | +10500.0% | 1,774 | +19611.1% | 0.01% | – |
| FJUN | Buy | FT CBOE VEST U.S. EQUITY BUFFER ETF - JUNEetf | $101,000 | +461.1% | 2,800 | +460.0% | 0.01% | +600.0% |
| RPV | Buy | INVESCO S&P 500 PURE VALUE ETFetf | $94,000 | -1.1% | 1,235 | +0.4% | 0.01% | +16.7% |
| AMT | Buy | AMERICAN TOWER CORP NEW COMreit | $91,000 | +89.6% | 341 | +90.5% | 0.01% | +100.0% |
| DTE | Buy | DTE ENERGY CO COMstock | $87,000 | +7.4% | 778 | +25.1% | 0.01% | +20.0% |
| FSLY | Buy | FASTLY INC CL Astock | $82,000 | -29.3% | 2,025 | +3.8% | 0.01% | -25.0% |
| HDB | Buy | HDFC BK LTD ADR REPSTG 3 SHSadr | $80,000 | +42.9% | 1,095 | +42.8% | 0.01% | +50.0% |
| MSI | Buy | MOTOROLA SOLUTIONS INC COM NEWstock | $86,000 | +38.7% | 372 | +30.1% | 0.01% | +50.0% |
| NTES | Buy | NETEASE INC SPONSORED ADSadr | $86,000 | -25.2% | 1,010 | +1.0% | 0.01% | -25.0% |
| PSXP | Buy | PHILLIPS 66 PARTNERS LP COM UNIT REP INTstock | $93,000 | +22.4% | 2,597 | +34.1% | 0.01% | +20.0% |
| BOND | New | PIMCO ACTIVE BOND EXCHANGE-TRADED FUNDetf | $86,000 | – | 777 | +100.0% | 0.01% | – |
| PFG | Buy | PRINCIPAL FINANCIAL GROUP INC COMstock | $89,000 | +2.3% | 1,377 | +0.3% | 0.01% | 0.0% |
| SPEM | Buy | SPDR PORTFOLIO EMERGING MARKETS ETFetf | $81,000 | +636.4% | 1,907 | +662.8% | 0.01% | +500.0% |
| RWR | Buy | SPDR DOW JONES REIT ETFetf | $84,000 | +71.4% | 799 | +70.0% | 0.01% | +100.0% |
| SNY | Buy | SANOFI SAadr | $91,000 | +33.8% | 1,892 | +47.2% | 0.01% | +20.0% |
| SCHR | Buy | SCHWAB INTMEDIATE TERM US TREASURY ETFetf | $91,000 | 0.0% | 1,612 | +0.6% | 0.01% | 0.0% |
| TPR | Buy | COACH INCstock | $91,000 | -2.2% | 2,454 | +14.6% | 0.01% | 0.0% |
| TRMB | Buy | TRIMBLE INC COMstock | $93,000 | +16.2% | 1,134 | +16.7% | 0.01% | +20.0% |
| UGI | Buy | UGI CORP NEW COMstock | $87,000 | 0.0% | 2,031 | +8.3% | 0.01% | 0.0% |
| VNQI | Buy | VANGUARD GLOBAL EX-U.S. REAL ESTATE INDEXetf | $81,000 | +12.5% | 1,430 | +16.1% | 0.01% | +20.0% |
| LRGE | Buy | CLEARBRIDGE LARGE CAP GROWTH ESG ETFetf | $73,000 | +356.2% | 1,298 | +358.7% | 0.01% | +400.0% |
| ESML | Buy | ISHARES ESG AWARE MSCI USA SMALL-CAP ETFetf | $72,000 | +278.9% | 1,847 | +286.4% | 0.01% | +400.0% |
| PGF | Buy | POWERSHARES FINANCIAL PREFERRED ETFetf | $66,000 | -1.5% | 3,485 | +0.2% | 0.01% | +25.0% |
| MAA | New | MID-AMER APT CMNTYS INC COMreit | $73,000 | – | 390 | +100.0% | 0.01% | – |
| IYJ | Buy | ISHARES U.S. INDUSTRIALS ETFetf | $76,000 | +94.9% | 713 | +103.7% | 0.01% | +66.7% |
| MTRN | New | MATERION CORP COMstock | $68,000 | – | 988 | +100.0% | 0.01% | – |
| PEAK | Buy | HEALTHPEAK PROPERTIES INC COMreit | $69,000 | +50.0% | 2,054 | +48.2% | 0.01% | +66.7% |
| IAI | New | ISHARES TR DOW JONESUS BROKER DEALERS INDEX FDetf | $75,000 | – | 714 | +100.0% | 0.01% | – |
| SHV | Buy | ISHARES SHORT TREASURY BOND ETFetf | $77,000 | +327.8% | 698 | +323.0% | 0.01% | +400.0% |
| SONY | Buy | SONY GROUP CORPORATION SPONSORED ADRadr | $68,000 | +2166.7% | 615 | +1950.0% | 0.01% | – |
| PSCU | New | INVESCO S&P SMALLCAP UTILITIES PORTFOLIOetf | $67,000 | – | 1,015 | +100.0% | 0.01% | – |
| QYLD | Buy | Horizons NASDAQ 100 Covered Call ETFetf | $73,000 | +15.9% | 3,329 | +18.7% | 0.01% | +25.0% |
| SPMD | Buy | SPDR PORTFOLIO S&P 400 MID CAP ETFetf | $77,000 | +492.3% | 1,664 | +490.1% | 0.01% | +400.0% |
| TM | Buy | TOYOTA MOTOR CORP ADSadr | $71,000 | +9.2% | 399 | +7.5% | 0.01% | +25.0% |
| RAFE | Buy | PIMCO RAFI ESG U.S. ETFetf | $74,000 | +335.3% | 2,431 | +351.0% | 0.01% | +400.0% |
| VEU | Buy | VANGUARD FTSE ALL-WORLD EX-USetf | $79,000 | +25.4% | 1,296 | +30.1% | 0.01% | +25.0% |
| ADS | Buy | ALLIANCE DATA SYSTEMS CORP COMstock | $68,000 | +871.4% | 671 | +845.1% | 0.01% | – |
| NI | Buy | NISOURCE INC COMstock | $74,000 | +8.8% | 3,052 | +9.8% | 0.01% | 0.0% |
| RWT | Buy | REDWOOD TR INC COMreit | $65,000 | +25.0% | 5,075 | +17.3% | 0.01% | +66.7% |
| REGN | Buy | REGENERON PHARMACEUTICALS COMstock | $77,000 | +8.5% | 128 | +0.8% | 0.01% | 0.0% |
| IRBO | New | ISHARES ROBOTICS AND ARTIFICIAL INTELLIGENCE MULTISECTOR ETFetf | $79,000 | – | 1,860 | +100.0% | 0.01% | – |
| TMUS | Buy | T-MOBILE US INC COMstock | $73,000 | +62.2% | 575 | +84.9% | 0.01% | +66.7% |
| VDE | Buy | VANGUARD ENERGY INDEX FUNDetf | $78,000 | +20.0% | 1,052 | +21.9% | 0.01% | +25.0% |
| SAP | Buy | SAP SE SPON ADRadr | $67,000 | +11.7% | 494 | +16.2% | 0.01% | +25.0% |
| ISRG | Buy | INTUITIVE SURGICAL INC COM NEWstock | $70,000 | +27.3% | 70 | +16.7% | 0.01% | +25.0% |
| WELL | Buy | WELLTOWER INC COMreit | $73,000 | -1.4% | 890 | +0.5% | 0.01% | 0.0% |
| AWR | Buy | AMER STATES WTR CO COMstock | $77,000 | +8.5% | 899 | +0.3% | 0.01% | 0.0% |
| BHP | Buy | BHP GROUP LTD SPONSORED ADSadr | $79,000 | +19.7% | 1,475 | +63.9% | 0.01% | +25.0% |
| ESGD | Buy | ISHARES MSCI EAFE ESG SELECT ETFetf | $59,000 | +43.9% | 756 | +45.4% | 0.00% | +33.3% |
| SCHK | Buy | SCHWAB 1000 INDEX ETFetf | $64,000 | 0.0% | 1,509 | +0.3% | 0.00% | 0.0% |
| FAUG | Buy | FT CBOE VEST U.S. EQUITY BUFFER ETF - AUGUSTetf | $58,000 | +427.3% | 1,600 | +433.3% | 0.00% | +300.0% |
| VFC | Buy | V F CORP COMstock | $64,000 | +42.2% | 959 | +73.1% | 0.00% | +33.3% |
| COWZ | New | PACER US CASH COWS 100 ETFetf | $52,000 | – | 1,200 | +100.0% | 0.00% | – |
| RDSA | Buy | ROYAL DUTCH SHELL PLC SPONS ADR Aadr | $53,000 | +20.5% | 1,182 | +9.2% | 0.00% | +33.3% |
| BLNK | Buy | BLINK CHARGING CO COMstock | $59,000 | +31.1% | 2,050 | +86.4% | 0.00% | +33.3% |
| BSJM | Buy | INVESCO BULLETSHARES 2022 HIGH YIELD CORPORATE BOND ETFetf | $53,000 | +6.0% | 2,267 | +6.4% | 0.00% | +33.3% |
| A | Buy | AGILENT TECHNOLOGIES INC COMstock | $64,000 | +1500.0% | 405 | +1250.0% | 0.00% | – |
| DIDI | New | DIDI GLOBAL INC SPONSORED ADSadr | $62,000 | – | 8,000 | +100.0% | 0.00% | – |
| NXP | Buy | NUVEEN SELECT TAX-FREE INCOME SH BEN INTcef | $51,000 | -5.6% | 2,956 | +0.7% | 0.00% | 0.0% |
| REET | Buy | ISHARES GLOBAL REIT ETFetf | $59,000 | +1.7% | 2,145 | +2.0% | 0.00% | 0.0% |
| KL | Buy | KIRKLAND LAKE GOLD LTD COMstock | $55,000 | +10.0% | 1,333 | +2.9% | 0.00% | +33.3% |
| WRK | Buy | WESTROCK CO COMstock | $61,000 | -3.2% | 1,224 | +4.1% | 0.00% | 0.0% |
| ING | Buy | ING GROEP NV ADRadr | $58,000 | +13.7% | 3,974 | +3.4% | 0.00% | +33.3% |
| HCAT | New | HEALTH CATALYST INC COMstock | $60,000 | – | 1,200 | +100.0% | 0.00% | – |
| VGT | Buy | VANGUARD INFORMATION TECHNOLOGY INDEX FUNDetf | $56,000 | +250.0% | 139 | +256.4% | 0.00% | +300.0% |
| BNS | Buy | BANK NOVA SCOTIA B C COMstock | $57,000 | +280.0% | 934 | +317.0% | 0.00% | +300.0% |
| ARCC | New | ARES CAPITAL CORP COMcef | $56,000 | – | 2,745 | +100.0% | 0.00% | – |
| VTR | Buy | VENTAS INCreit | $61,000 | -3.2% | 1,106 | +0.2% | 0.00% | 0.0% |
| AZN | Buy | ASTRAZENECA PLC SPONSORED ADRadr | $59,000 | +20.4% | 987 | +19.5% | 0.00% | +33.3% |
| USSG | New | XTRACKERS MSCI USA ESG LEADERS EQUITY ETFetf | $61,000 | – | 1,525 | +100.0% | 0.00% | – |
| OGN | New | ORGANON & CO COMMON STOCKstock | $53,000 | – | 1,609 | +100.0% | 0.00% | – |
| MMTM | Buy | SPDR S&P 1500 MOMENTUM TILT ETFetf | $64,000 | +100.0% | 351 | +100.6% | 0.00% | +100.0% |
| EUSB | Buy | ISHARES ESG ADVANCED TOTAL USD BOND MARKET ETFetf | $57,000 | +1800.0% | 1,145 | +1840.7% | 0.00% | – |
| EWJ | Buy | ISHARES MSCI JAPAN ETFetf | $51,000 | +6.2% | 721 | +1.5% | 0.00% | +33.3% |
| USXF | Buy | ISHARES ESG ADVANCED MSCI USA ETFetf | $51,000 | +155.0% | 1,402 | +156.8% | 0.00% | +300.0% |
| NDAQ | New | NASDAQ INC COMstock | $64,000 | – | 329 | +100.0% | 0.00% | – |
| YUMC | Buy | YUM CHINA HLDGS INC COMstock | $54,000 | +12.5% | 924 | +27.6% | 0.00% | +33.3% |
| DKS | Buy | DICKS SPORTING GOODS INCstock | $52,000 | +30.0% | 430 | +7.5% | 0.00% | +33.3% |
| STNE | Buy | STONECO LTD COM CL Astock | $62,000 | -7.5% | 1,800 | +80.0% | 0.00% | 0.0% |
| NUSC | Buy | NUVEEN ESG SMALL-CAP ETFetf | $60,000 | +1.7% | 1,384 | +6.4% | 0.00% | 0.0% |
| KBWB | Buy | INVESCO KBW BANK ETFetf | $60,000 | +5.3% | 891 | +0.5% | 0.00% | 0.0% |
| CINF | New | CINCINNATI FINL CORP COMstock | $53,000 | – | 460 | +100.0% | 0.00% | – |
| New | INNOVATOR ETFS TR S&P INVT GRD PFDetf | $60,000 | – | 2,500 | +100.0% | 0.00% | – | |
| EMB | Buy | ISHARES JP MORGAN USD EMERGING MARKETS BOND ETFetf | $61,000 | +90.6% | 555 | +94.7% | 0.00% | +100.0% |
| DSEP | New | FT CBOE VEST U.S. EQUITY DEEP BUFFER ETF - SEPTEMBERetf | $58,000 | – | 1,800 | +100.0% | 0.00% | – |
| XHR | Buy | XENIA HOTELS & RESORTS INC COMreit | $60,000 | +25.0% | 3,357 | +30.6% | 0.00% | +33.3% |
| XYLD | Buy | GLOBAL X S&P 500 COVERED CALL ETFetf | $60,000 | 0.0% | 1,241 | +2.2% | 0.00% | 0.0% |
| SMG | New | SCOTTS MIRACLE-GRO CO CL Astock | $37,000 | – | 250 | +100.0% | 0.00% | – |
| FNDE | Buy | SCHWAB FUNDAMENTAL EMERGING MARKETS LARGE COMPANY INDEX ETFetf | $36,000 | +2.9% | 1,103 | +1.4% | 0.00% | +50.0% |
| ICF | Buy | ISHARES COHEN & STEERS REIT ETFetf | $48,000 | +20.0% | 730 | +19.7% | 0.00% | 0.0% |
| JETS | Buy | U.S. GLOBAL JETS ETFetf | $48,000 | +860.0% | 2,042 | +992.0% | 0.00% | – |
| WH | New | WYNDHAM HOTELS & RESORTS INC COMstock | $38,000 | – | 490 | +100.0% | 0.00% | – |
| ETSY | Buy | ETSY INC COMstock | $44,000 | +1000.0% | 212 | +1077.8% | 0.00% | – |
| PMM | Buy | PUTNAM MANAGED MUN INCOME TR COMcef | $41,000 | +20.6% | 4,916 | +25.5% | 0.00% | +50.0% |
| ATUS | New | ALTICE USA INC CL Astock | $48,000 | – | 2,300 | +100.0% | 0.00% | – |
| RELX | Buy | RELX PLC SPONSORED ADRadr | $38,000 | +40.7% | 1,315 | +31.0% | 0.00% | +50.0% |
| ABC | New | AMERISOURCEBERGEN CORP COMstock | $48,000 | – | 400 | +100.0% | 0.00% | – |
| LAMR | New | LAMAR ADVERTISING CO NEW CL Areit | $46,000 | – | 402 | +100.0% | 0.00% | – |
| HOG | Buy | HARLEY DAVIDSON INCstock | $41,000 | -19.6% | 1,119 | +0.1% | 0.00% | 0.0% |
| ADSK | Buy | AUTODESK INC COMstock | $39,000 | +34.5% | 137 | +35.6% | 0.00% | +50.0% |
| VTWV | Buy | VANGUARD RUSSELL 2000 VALUE ETFetf | $40,000 | +1900.0% | 284 | +2266.7% | 0.00% | – |
| VAW | New | VANGUARD MATERIALS INDEX FUNDetf | $45,000 | – | 261 | +100.0% | 0.00% | – |
| DVYE | New | ISHARES EMERGING MKT ETFetf | $43,000 | – | 1,100 | +100.0% | 0.00% | – |
| VDC | Buy | VANGUARD CONSUMER STAPLES INDEX FUNDetf | $43,000 | +258.3% | 238 | +260.6% | 0.00% | +200.0% |
| VTIP | Buy | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETFetf | $50,000 | +2400.0% | 960 | +3100.0% | 0.00% | – |
| VIGI | New | VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETFetf | $44,000 | – | 509 | +100.0% | 0.00% | – |
| VIOV | New | VANGUARD S&P SMALL-CAP 600 VALUE ETFetf | $41,000 | – | 237 | +100.0% | 0.00% | – |
| MMP | Buy | MAGELLAN MIDSTREAM PARTNERS LPstock | $46,000 | -6.1% | 1,018 | +1.6% | 0.00% | 0.0% |
| MARA | Buy | MARATHON DIGITAL HOLDINGS INC COMstock | $41,000 | +1950.0% | 1,295 | +2490.0% | 0.00% | – |
| PAVE | New | GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETFetf | $38,000 | – | 1,500 | +100.0% | 0.00% | – |
| MAR | Buy | MARRIOTT INTL INC NEW CL Astock | $49,000 | +14.0% | 330 | +4.4% | 0.00% | 0.0% |
| GNRC | Buy | GENERAC HLDGS INC COMstock | $37,000 | +428.6% | 90 | +462.5% | 0.00% | – |
| TWLO | Buy | TWILIO INC CL Astock | $49,000 | +276.9% | 153 | +363.6% | 0.00% | +200.0% |
| NVT | Buy | NVENT ELECTRIC PLC SHSstock | $50,000 | +8.7% | 1,562 | +5.8% | 0.00% | 0.0% |
| CCL | Buy | CARNIVAL CORP PAIRED CTFstock | $39,000 | 0.0% | 1,547 | +4.5% | 0.00% | 0.0% |
| NWL | Buy | NEWELL BRANDS INC COMstock | $37,000 | -9.8% | 1,673 | +13.0% | 0.00% | 0.0% |
| TJX | Buy | TJX COS INC NEW COMstock | $50,000 | +92.3% | 754 | +97.4% | 0.00% | +50.0% |
| THY | Buy | TOEWS AGILITY SHARES DYNAMIC TACTICAL INCOME ETFetf | $41,000 | +10.8% | 1,643 | +13.9% | 0.00% | +50.0% |
| IVZ | Buy | INVESCO LTD SHSstock | $39,000 | +62.5% | 1,613 | +83.3% | 0.00% | +50.0% |
| CEVA | New | CEVA INC COMstock | $41,000 | – | 950 | +100.0% | 0.00% | – |
| BSCR | Buy | INVESCO BULLETSHARES 2027 CORPORATE BOND ETFetf | $42,000 | +7.7% | 1,941 | +9.9% | 0.00% | 0.0% |
| SJI | Buy | SOUTH JERSEY INDS INC COMstock | $50,000 | -18.0% | 2,368 | +1.2% | 0.00% | -25.0% |
| OFS | Buy | OFS CAP CORP COMcef | $40,000 | +8.1% | 3,830 | +2.2% | 0.00% | +50.0% |
| AON | New | AON PLC SHS CL Astock | $43,000 | – | 151 | +100.0% | 0.00% | – |
| CUZ | Buy | COUSINS PPTYS INC COM NEWreit | $29,000 | 0.0% | 783 | +0.3% | 0.00% | 0.0% |
| INMD | New | INMODE LTD SHSstock | $32,000 | – | 200 | +100.0% | 0.00% | – |
| CRL | New | CHARLES RIV LABS INTL INC COMstock | $26,000 | – | 63 | +100.0% | 0.00% | – |
| EMQQ | Buy | EMQQ THE EMERGING MARKETS INTERNET AND ECOMMERCE ETFetf | $33,000 | -21.4% | 672 | +1.8% | 0.00% | -33.3% |
| CIM | Buy | CHIMERA INVT CORP COM NEWreit | $30,000 | 0.0% | 2,005 | +0.9% | 0.00% | 0.0% |
| HEFA | Buy | ISHARES CURRENCY HEDGED MSCI EAFE ETFetf | $32,000 | +966.7% | 921 | +958.6% | 0.00% | – |
| UMC | New | UNITED MICROELECTRONICS CORP SPON ADR NEWadr | $30,000 | – | 2,633 | +100.0% | 0.00% | – |
| MSTR | Buy | MICROSTRATEGY INC A NEWstock | $28,000 | +366.7% | 49 | +444.4% | 0.00% | – |
| GPC | New | GENUINE PARTS CO COMstock | $26,000 | – | 214 | +100.0% | 0.00% | – |
| TRTN | New | TRITON INTL LTD CL Astock | $26,000 | – | 503 | +100.0% | 0.00% | – |
| MUFG | New | MITSUBISHI UFJ FINL GROUP INC SPONSORED ADSadr | $25,000 | – | 4,190 | +100.0% | 0.00% | – |
| SPTI | New | SPDR SER TR LEHMAN INTER TERM TREAS ETFetf | $33,000 | – | 1,018 | +100.0% | 0.00% | – |
| TTEC | New | TTEC HLDGS INC COMstock | $33,000 | – | 357 | +100.0% | 0.00% | – |
| CMS | Buy | CMS ENERGY CORP COMstock | $33,000 | +37.5% | 560 | +40.0% | 0.00% | 0.0% |
| TNL | New | TRAVEL PLUS LEISURE CO COMstock | $27,000 | – | 490 | +100.0% | 0.00% | – |
| PNR | Buy | PENTAIR PLC SHSstock | $23,000 | +53.3% | 317 | +46.1% | 0.00% | +100.0% |
| TRU | New | TRANSUNION COMstock | $28,000 | – | 250 | +100.0% | 0.00% | – |
| CTSH | New | COGNIZANT TECHNOLOGY SOLUTIONS CL Astock | $22,000 | – | 295 | +100.0% | 0.00% | – |
| IDRV | New | ISHARES SELF-DRIVING EV AND TECH ETFetf | $30,000 | – | 620 | +100.0% | 0.00% | – |
| NCLH | Buy | NORWEGIAN CRUISE LINE HLDG LTD SHSstock | $28,000 | +33.3% | 1,033 | +47.6% | 0.00% | +100.0% |
| DMXF | Buy | ISHARES ESG ADVANCED MSCI EAFE ETFetf | $24,000 | +140.0% | 348 | +141.7% | 0.00% | +100.0% |
| YOLO | New | ADVISORSHARES PURE CANNABIS ETFetf | $24,000 | – | 1,430 | +100.0% | 0.00% | – |
| SPYX | New | SPDR S&P 500 FOSSIL FUEL RESERVES FREE ETFetf | $25,000 | – | 232 | +100.0% | 0.00% | – |
| TFX | Buy | TELEFLEX INCORPORATED COMstock | $30,000 | 0.0% | 79 | +6.8% | 0.00% | 0.0% |
| GAN | New | GAN LTD SHSstock | $27,000 | – | 1,800 | +100.0% | 0.00% | – |
| SIVB | Buy | SVB FINANCIAL GROUP COMstock | $26,000 | +23.8% | 40 | +8.1% | 0.00% | +100.0% |
| RUN | Buy | SUNRUN INC COMstock | $31,000 | 0.0% | 705 | +27.0% | 0.00% | 0.0% |
| IR | New | INGERSOLL RAND INC COMstock | $27,000 | – | 529 | +100.0% | 0.00% | – |
| TMAT | Buy | MAIN THEMATIC INNOVATION ETFetf | $28,000 | -9.7% | 1,300 | +0.3% | 0.00% | 0.0% |
| VRSK | Buy | VERISK ANALYTICS INC COMstock | $34,000 | – | 170 | +100.0% | 0.00% | – |
| IMCV | Buy | ISHARES MORNINGSTAR MID-CAP VALUE ETFetf | $34,000 | +580.0% | 530 | +562.5% | 0.00% | – |
| LAD | New | LITHIA MTRS INC COMstock | $24,000 | – | 75 | +100.0% | 0.00% | – |
| WDC | Buy | WESTERN DIGITAL CORP. COMstock | $27,000 | – | 470 | +6614.3% | 0.00% | – |
| KHC | Buy | KRAFT HEINZ CO COMstock | $35,000 | -10.3% | 959 | +1.1% | 0.00% | -33.3% |
| GRFS | New | GRIFOLS S A SP ADR REP B NVTadr | $25,000 | – | 1,702 | +100.0% | 0.00% | – |
| SLB | Buy | SCHLUMBERGER LTD COM STKstock | $27,000 | +42.1% | 911 | +53.6% | 0.00% | +100.0% |
| LAZR | Buy | LUMINAR TECHNOLOGIES INC COM CL Astock | $33,000 | -5.7% | 2,100 | +31.2% | 0.00% | 0.0% |
| IWC | New | ISHARES RUSSELL MICROCAP INDEXetf | $31,000 | – | 214 | +100.0% | 0.00% | – |
| MHD | Buy | BLACKROCK MUNIHOLDINGS FD INC COMcef | $33,000 | +94.1% | 2,001 | +99.9% | 0.00% | +100.0% |
| MYI | New | BLACKROCK MUNIYIELD QUALITY FD COMcef | $23,000 | – | 1,537 | +100.0% | 0.00% | – |
| STOR | Buy | STORE CAP CORP COMreit | $31,000 | +40.9% | 959 | +49.8% | 0.00% | +100.0% |
| IYH | New | ISHARES U.S. HEALTHCARE ETFetf | $21,000 | – | 75 | +100.0% | 0.00% | – |
| IMCB | New | ISHARES MORNINGSTAR MID-CAP ETFetf | $19,000 | – | 284 | +100.0% | 0.00% | – |
| GVI | New | ISHARES INTERMEDIATE GOVERNMENT/CREDIT BOND ETFetf | $11,000 | – | 93 | +100.0% | 0.00% | – |
| PSCF | New | INVESCO S&P SMALLCAP FINANCIALS PORTFOLIOetf | $12,000 | – | 200 | +100.0% | 0.00% | – |
| IVRA | Buy | INVESCO ACTIVELY MANAGED ETF REAL ASSETS ESGetf | $11,000 | +1000.0% | 743 | +976.8% | 0.00% | – |
| IFF | Buy | INTERNATIONAL FLAVORS&FRAGRANC COMstock | $11,000 | +83.3% | 81 | +118.9% | 0.00% | – |
| LQDH | New | ISHARES INTEREST RATE HEDGED CORPORATE BOND ETFetf | $15,000 | – | 159 | +100.0% | 0.00% | – |
| IMKTA | New | INGLES MKTS INC CL Astock | $19,000 | – | 290 | +100.0% | 0.00% | – |
| NGVT | New | INGEVITY CORP COMstock | $21,000 | – | 300 | +100.0% | 0.00% | – |
| HBP | New | HUTTIG BLDG PRODS INC COMstock | $8,000 | – | 1,500 | +100.0% | 0.00% | – |
| HUBS | Buy | HUBSPOT INC COMstock | $16,000 | +45.5% | 24 | +26.3% | 0.00% | 0.0% |
| KEYS | New | KEYSIGHT TECHNOLOGIES INC COMstock | $16,000 | – | 100 | +100.0% | 0.00% | – |
| KIM | New | KIMCO REALTY CORPreit | $10,000 | – | 492 | +100.0% | 0.00% | – |
| HP | New | HELMERICH & PAYNE INC COMstock | $10,000 | – | 356 | +100.0% | 0.00% | – |
| HTA | New | HEALTHCARE TRUST OF AMERICA, INC. CLASS Areit | $8,000 | – | 285 | +100.0% | 0.00% | – |
| LEVI | New | LEVI STRAUSS & CO NEW CL A COM STKstock | $10,000 | – | 400 | +100.0% | 0.00% | – |
| HAL | Buy | HALLIBURTON CO COMstock | $19,000 | -5.0% | 864 | +0.1% | 0.00% | 0.0% |
| LEV | New | THE LION ELECTRIC COMPANY COMMON STOCKstock | $8,000 | – | 625 | +100.0% | 0.00% | – |
| BETZ | Buy | ROUNDHILL SPORTS BETTING & IGAMING ETFetf | $16,000 | +23.1% | 539 | +22.8% | 0.00% | 0.0% |
| GWW | New | GRAINGER W W INC COMstock | $10,000 | – | 25 | +100.0% | 0.00% | – |
| MGM | Buy | MGM RESORTS INTERNATIONALstock | $10,000 | +400.0% | 234 | +485.0% | 0.00% | – |
| MSCI | Buy | MSCI INC COMstock | $14,000 | +40.0% | 23 | +21.1% | 0.00% | 0.0% |
| MAIN | Buy | MAIN STR CAP CORP COMcef | $16,000 | +6.7% | 378 | +1.3% | 0.00% | 0.0% |
| COPX | New | GLOBAL X COPPER MINERS ETFetf | $10,000 | – | 300 | +100.0% | 0.00% | – |
| New | MARKFORGED HOLDING CORPORATION COMstock | $8,000 | – | 1,200 | +100.0% | 0.00% | – | |
| MTCH | Buy | MATCH GROUP INC NEW COMstock | $13,000 | +1200.0% | 84 | +833.3% | 0.00% | – |
| MATX | New | MATSON INC COMstock | $10,000 | – | 125 | +100.0% | 0.00% | – |
| GMAB | New | GENMAB A/S SPONSORED ADSadr | $9,000 | – | 216 | +100.0% | 0.00% | – |
| GPS | Buy | GAP INC COMstock | $16,000 | -20.0% | 702 | +16.6% | 0.00% | 0.0% |
| NNN | New | NATIONAL RETAIL PROPERTIES INC COMreit | $15,000 | – | 355 | +100.0% | 0.00% | – |
| QDF | Buy | FLEXSHARES QUALITY DIVIDEND INDEX FUNDetf | $19,000 | +90.0% | 346 | +101.2% | 0.00% | 0.0% |
| TLTE | Buy | FLEXSHARES MORNINGSTAR EMERGING MARKETS FACTOR TILT INDEX FUNDetf | $9,000 | -10.0% | 154 | +0.7% | 0.00% | 0.0% |
| NUS | Buy | NU SKIN ENTERPRISES INC CL Astock | $12,000 | -29.4% | 295 | +0.7% | 0.00% | 0.0% |
| FSEP | New | FIRST TR EXCHNG TRADED FD VIII FT CBOE VEST USetf | $10,000 | – | 300 | +100.0% | 0.00% | – |
| NUMG | Buy | NUVEEN ESG MID-CAP GROWTH ETFetf | $19,000 | +72.7% | 356 | +77.1% | 0.00% | 0.0% |
| NUMV | Buy | NUVEEN ESG MID-CAP VALUE ETFetf | $12,000 | +300.0% | 326 | +274.7% | 0.00% | – |
| FTSL | Buy | FIRST TRUST SENIOR LOAN FUNDetf | $12,000 | +20.0% | 246 | +20.0% | 0.00% | 0.0% |
| ON | Buy | ON SEMICONDUCTOR CORP COMstock | $8,000 | +166.7% | 170 | +142.9% | 0.00% | – |
| OTEX | Buy | OPEN TEXT CORP COMstock | $21,000 | – | 431 | +10675.0% | 0.00% | – |
| QCLN | Buy | FIRST TRUST NASDAQ CLEAN EDGE GREEN ENERGY ETFetf | $21,000 | -4.5% | 329 | +4.4% | 0.00% | 0.0% |
| PBR | New | PETROLEO BRASILEIRO SA PETROBRASadr | $21,000 | – | 2,062 | +100.0% | 0.00% | – |
| AG | New | FIRST MAJESTIC SILVER CORP COMstock | $11,000 | – | 1,000 | +100.0% | 0.00% | – |
| PDI | Buy | PIMCO DYNAMIC INCOMEFD SHScef | $21,000 | -4.5% | 774 | +2.2% | 0.00% | 0.0% |
| PNW | New | PINNACLE WEST CAP CORP COMstock | $18,000 | – | 249 | +100.0% | 0.00% | – |
| PAA | Buy | PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTNstock | $15,000 | -11.8% | 1,515 | +1.5% | 0.00% | 0.0% |
| PLPC | New | PREFORMED LINE PRODS CO COMstock | $20,000 | – | 300 | +100.0% | 0.00% | – |
| TROW | Buy | PRICE T ROWE GROUP INC COMstock | $13,000 | +333.3% | 66 | +371.4% | 0.00% | – |
| HYLD | New | HIGH YIELD ETFetf | $15,000 | – | 453 | +100.0% | 0.00% | – |
| TDV | Buy | PROSHARES S&P GLOBAL TECHNOLOGY DIVIDEND ARISTOCRATS ETFetf | $13,000 | +116.7% | 217 | +104.7% | 0.00% | – |
| PSEC | Buy | PROSPECT CAPITAL CORPORATIONcef | $15,000 | +7.1% | 1,909 | +10.8% | 0.00% | 0.0% |
| PTRA | New | PROTERRA INC COMstock | $12,000 | – | 1,210 | +100.0% | 0.00% | – |
| BITQ | New | BITWISE CRYPTO INDUSTRY INNOVATORS ETFetf | $15,000 | – | 700 | +100.0% | 0.00% | – |
| PWR | New | QUANTA SERVICES INCstock | $14,000 | – | 125 | +100.0% | 0.00% | – |
| QS | Buy | QUANTUMSCAPE CORP COM CL Astock | $13,000 | +85.7% | 550 | +144.4% | 0.00% | – |
| EPAM | New | EPAM SYS INC COMstock | $18,000 | – | 32 | +100.0% | 0.00% | – |
| ENPH | Buy | ENPHASE ENERGY INC COMstock | $20,000 | +11.1% | 131 | +31.0% | 0.00% | 0.0% |
| RPAI | New | RETAIL PROPERTIES OF AMERICAreit | $15,000 | – | 1,148 | +100.0% | 0.00% | – |
| EDIT | Buy | EDITAS MEDICINE INC COMstock | $17,000 | +750.0% | 415 | +1283.3% | 0.00% | – |
| RMO | Buy | ROMEO POWER INC COMstock | $19,000 | -24.0% | 3,900 | +25.8% | 0.00% | -50.0% |
| MOON | Buy | DIREXION MOONSHOT INNOVATORS ETFetf | $14,000 | 0.0% | 423 | +10.7% | 0.00% | 0.0% |
| DVN | New | DEVON ENERGY CORPstock | $9,000 | – | 244 | +100.0% | 0.00% | – |
| DXC | Buy | DXC TECHNOLOGY CO COMstock | $10,000 | +400.0% | 310 | +463.6% | 0.00% | – |
| DTM | New | DT MIDSTREAM INC COMMON STOCKstock | $18,000 | – | 388 | +100.0% | 0.00% | – |
| SBRA | Buy | SABRA HEALTH CARE REIT INC COMreit | $17,000 | +88.9% | 1,170 | +134.0% | 0.00% | 0.0% |
| FNDC | Buy | SCHWAB FUNDAMENTAL INTERNATIONAL SMALL COMPANY INDEX ETFetf | $13,000 | 0.0% | 341 | +6.2% | 0.00% | 0.0% |
| COMP | New | COMPASS INC CL Acall | $9,000 | – | 700 | +100.0% | 0.00% | – |
| SAIC | New | SCIENCE APPLICATIONS INTL CORP COMstock | $10,000 | – | 112 | +100.0% | 0.00% | – |
| CCOI | New | COGENT COMMUNICATIONS HLDGS IN COM NEWstock | $11,000 | – | 150 | +100.0% | 0.00% | – |
| SNAP | Buy | SNAP INC CL Astock | $10,000 | +900.0% | 135 | +800.0% | 0.00% | – |
| SOFI | Buy | SOFI TECHNOLOGIES INC COMstock | $14,000 | +75.0% | 900 | +125.0% | 0.00% | 0.0% |
| IMOS | New | CHIPMOS TECHNOLOGIES INC SPONSORD ADS NEWadr | $12,000 | – | 360 | +100.0% | 0.00% | – |
| CMG | Buy | CHIPOTLE MEXICAN GRILL INCstock | $16,000 | +100.0% | 9 | +80.0% | 0.00% | 0.0% |
| STRL | New | STERLING CONSTR INC COMstock | $14,000 | – | 600 | +100.0% | 0.00% | – |
| SFIX | New | STITCH FIX INC COM CL Astock | $20,000 | – | 500 | +100.0% | 0.00% | – |
| RGR | Buy | STURM RUGER & CO INC COMstock | $8,000 | -11.1% | 104 | +1.0% | 0.00% | 0.0% |
| TTWO | Buy | TAKE-TWO INTERACTIVE SOFTWARE COMstock | $12,000 | -7.7% | 75 | +2.7% | 0.00% | 0.0% |
| TNC | New | TENNANT CO COMstock | $19,000 | – | 261 | +100.0% | 0.00% | – |
| TX | New | TERNIUM SAadr | $15,000 | – | 351 | +100.0% | 0.00% | – |
| CMCT | Buy | CIM COML TR CORP COM NEWreit | $8,000 | 0.0% | 931 | +1.7% | 0.00% | 0.0% |
| TRN | New | TRINITY INDS INC COMstock | $8,000 | – | 279 | +100.0% | 0.00% | – |
| CF | Buy | CF INDUSTRIES HOLDINGS, INC.stock | $20,000 | +300.0% | 350 | +250.0% | 0.00% | – |
| VALE | Buy | VALE SA (ADR)adr | $11,000 | 0.0% | 757 | +51.4% | 0.00% | 0.0% |
| VVV | Buy | VALVOLINE INC COMstock | $9,000 | – | 279 | +5480.0% | 0.00% | – |
| MQT | New | BLACKROCK MUNIYIELD QUALITY FD COMcef | $10,000 | – | 695 | +100.0% | 0.00% | – |
| PPH | Buy | VANECK PHARMACEUTICAL ETFetf | $21,000 | +16.7% | 290 | +18.9% | 0.00% | 0.0% |
| ESGV | New | VANGUARD ESG U.S. STOCK ETFetf | $20,000 | – | 245 | +100.0% | 0.00% | – |
| MGK | New | VANGUARD MEGA CAP GROWTH ETFetf | $18,000 | – | 77 | +100.0% | 0.00% | – |
| IVOO | New | VANGUARD S&P MID-CAP 400 ETFetf | $10,000 | – | 55 | +100.0% | 0.00% | – |
| VTWO | New | VANGUARD RUSSELL 2000 ETFetf | $8,000 | – | 94 | +100.0% | 0.00% | – |
| VCIT | Buy | VANGUARD INTERMEDIATE TERM CORP BOND FD ETFetf | $11,000 | +83.3% | 112 | +77.8% | 0.00% | – |
| BKR | New | BAKER HUGHES INCstock | $8,000 | – | 317 | +100.0% | 0.00% | – |
| ASH | Buy | ASHLAND GLOBAL HLDGS INC COMstock | $9,000 | – | 102 | +5000.0% | 0.00% | – |
| New | VIA RENEWABLES INC CL A COMstock | $13,000 | – | 1,251 | +100.0% | 0.00% | – | |
| VICI | New | VICI PPTYS INC COMreit | $9,000 | – | 300 | +100.0% | 0.00% | – |
| ARCT | New | ARCTURUS THERAPEUTICS HLDGS COMstock | $10,000 | – | 200 | +100.0% | 0.00% | – |
| APP | New | APPLOVIN CORP COM CL Astock | $20,000 | – | 275 | +100.0% | 0.00% | – |
| VMW | Buy | VMWARE INC CL A CLASS Astock | $16,000 | 0.0% | 108 | +5.9% | 0.00% | 0.0% |
| New | WEBER INC CL Astock | $11,000 | – | 600 | +100.0% | 0.00% | – | |
| WST | New | WEST PHARMACEUTICAL SVSC INC COMstock | $21,000 | – | 50 | +100.0% | 0.00% | – |
| DTN | New | WISDOMTREE DIVIDEND EX-FINANCIALS ETFetf | $19,000 | – | 205 | +100.0% | 0.00% | – |
| ATER | New | ATERIAN INC COMstock | $10,000 | – | 900 | +100.0% | 0.00% | – |
| ALLY | Buy | ALLY FINL INC COMstock | $19,000 | +171.4% | 374 | +169.1% | 0.00% | – |
| XPEV | New | XPENG INC ADSadr | $11,000 | – | 300 | +100.0% | 0.00% | – |
| ALGN | Buy | ALIGN TECHNOLOGY INC COMstock | $21,000 | +31.2% | 31 | +14.8% | 0.00% | 0.0% |
| HZNP | New | HORIZON THERAPEUTICS PUB L SHSstock | $14,000 | – | 124 | +100.0% | 0.00% | – |
| AVAV | Buy | AEROVIRONMENT INC COMstock | $9,000 | -10.0% | 108 | +8.0% | 0.00% | 0.0% |
| APTV | Buy | APTIV PLC SHSstock | $9,000 | +12.5% | 59 | +15.7% | 0.00% | 0.0% |
| CHKP | Buy | CHECK POINT SOFTWARE TECH LTD ORDstock | $12,000 | +33.3% | 108 | +40.3% | 0.00% | 0.0% |
| AMC | Buy | AMC ENTMT HLDGS INC CL A COMstock | $18,000 | +125.0% | 461 | +222.4% | 0.00% | 0.0% |
| ILCB | New | ISHARES MORNINGSTAR US EQUITY ETFetf | $9,000 | – | 152 | +100.0% | 0.00% | – |
| IRM | New | IRON MTN INC NEW COMreit | $16,000 | – | 378 | +100.0% | 0.00% | – |
| IYZ | Buy | ISHARES DJ US TELECOMetf | $19,000 | +111.1% | 586 | +109.3% | 0.00% | 0.0% |
| BSJP | Buy | INVESCO BULLETSHARES 2025 HIGH YIELD CORPORATE BOND ETFetf | $8,000 | +14.3% | 329 | +11.1% | 0.00% | – |
| FTA | New | FIRST TRUST LARGE CAP VALUE OPPORTUNITIES ALPHADEX FUNDetf | $6,000 | – | 96 | +100.0% | 0.00% | – |
| FIGS | New | FIGS INC CL Astock | $0 | – | 12 | +100.0% | 0.00% | – |
| INVZ | New | INNOVIZ TECHNOLOGIES LTD SHSstock | $6,000 | – | 1,000 | +100.0% | 0.00% | – |
| BSJQ | New | INVESCO BULLETSHARES 2026 HIGH YIELD CORPORATE BOND ETFetf | $0 | – | 0 | +100.0% | 0.00% | – |
| IRBT | Buy | IROBOT CORP COMstock | $2,000 | 0.0% | 30 | +20.0% | 0.00% | – |
| IHF | Exit | ISHARES DJ US HEALTH CARE PROVIDERSetf | $0 | – | 0 | +100.0% | 0.00% | – |
| IQV | Buy | IQVIA HLDGS INC COMstock | $2,000 | +100.0% | 10 | +100.0% | 0.00% | – |
| FUTY | Buy | FIDELITY MSCI UTILITIES INDEX ETFetf | $3,000 | 0.0% | 70 | +1.4% | 0.00% | – |
| SAIA | New | SAIA INC COMstock | $2,000 | – | 9 | +100.0% | 0.00% | – |
| FTCS | New | FIRST TRUST CAPITAL STRENGTH ETFetf | $2,000 | – | 26 | +100.0% | 0.00% | – |
| FXN | Buy | FIRST TRUST ENERGY ALPHADEX FUNDetf | $7,000 | 0.0% | 634 | +0.2% | 0.00% | – |
| CALF | New | PACER US SMALL CAP CASH COWS 100 ETFetf | $5,000 | – | 117 | +100.0% | 0.00% | – |
| PTIN | New | PACER TRENDPILOT INTERNATIONAL ETFetf | $2,000 | – | 57 | +100.0% | 0.00% | – |
| PTNQ | New | PACER TRENDPILOT 100etf | $7,000 | – | 117 | +100.0% | 0.00% | – |
| PTMC | New | PACER TRENDPILOT US MID CAP ETFetf | $3,000 | – | 72 | +100.0% | 0.00% | – |
| PTLC | New | PACER TRENDPILOT US LARGE CAP ETFetf | $5,000 | – | 138 | +100.0% | 0.00% | – |
| WISH | Buy | CONTEXTLOGIC INC COM CL Astock | $3,000 | -40.0% | 500 | +25.0% | 0.00% | – |
| SCHC | New | SCHWAB INTL SMALL CAP ETFetf | $0 | – | 10 | +100.0% | 0.00% | – |
| PVH | New | PVH CORPORATION COMstock | $6,000 | – | 60 | +100.0% | 0.00% | – |
| SCI | Exit | SERVICE CORP INTL COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| CLOV | New | CLOVER HEALTH INVESTMENTS CORP COM CL Astock | $1,000 | – | 100 | +100.0% | 0.00% | – |
| CWEN | New | CLEARWAY ENERGY INC CL Cstock | $6,000 | – | 200 | +100.0% | 0.00% | – |
| BLCN | New | SIREN ETF TR NSD NXGN ECO ETFetf | $0 | – | 1 | +100.0% | 0.00% | – |
| SKYT | New | SKYWATER TECHNOLOGY INC COMstock | $3,000 | – | 100 | +100.0% | 0.00% | – |
| CTXS | Buy | CITRIX SYS INC COMstock | $6,000 | 0.0% | 53 | +12.8% | 0.00% | – |
| FDT | New | FIRST TRUST DEVELOPED MARKETS EX-US ALPHADEX FUNDetf | $2,000 | – | 36 | +100.0% | 0.00% | – |
| FTSM | Buy | FIRST TRUST ENHANCED SHORT MATURITY ETFetf | $5,000 | +150.0% | 90 | +246.2% | 0.00% | – |
| New | FIRST TR EXCHNG TRADED FD VIII SKYBRIDGE CRYPTOetf | $4,000 | – | 200 | +100.0% | 0.00% | – | |
| DJUN | New | FT CBOE VEST US EQUITY DEEP BUFFER ETF - JUNEetf | $0 | – | 1 | +100.0% | 0.00% | – |
| DAUG | New | FT CBOE VEST U.S. EQUITY DEEP BUFFER ETF - AUGUSTetf | $3,000 | – | 100 | +100.0% | 0.00% | – |
| PPL | Exit | PPL CORP COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| STM | Buy | STMICROELECTRONICS N V NY REGISTRYadr | $4,000 | +300.0% | 89 | +493.3% | 0.00% | – |
| NXQ | Buy | NUVEEN SELECT TAX FREE INCOME SH BEN INTcef | $6,000 | 0.0% | 364 | +0.8% | 0.00% | – |
| CHPT | Buy | CHARGEPOINT HOLDINGS INC COM CL Astock | $6,000 | 0.0% | 320 | +76.8% | 0.00% | – |
| SYF | New | SYNCHRONY FINANCIAL COMstock | $7,000 | – | 151 | +100.0% | 0.00% | – |
| TFII | New | TFI INTL INC COMstock | $3,000 | – | 32 | +100.0% | 0.00% | – |
| SAVA | New | CASSAVA SCIENCES INC COMstock | $5,000 | – | 87 | +100.0% | 0.00% | – |
| CVNA | New | CARVANA CO CL Astock | $5,000 | – | 16 | +100.0% | 0.00% | – |
| NEWP | New | NEW PAC METALS CORP COMstock | $0 | – | 5 | +100.0% | 0.00% | – |
| CAN | New | CANAAN INC SPONSORED ADSadr | $6,000 | – | 1,000 | +100.0% | 0.00% | – |
| CDNS | New | CADENCE DESIGN SYSTEM INC COMstock | $1,000 | – | 9 | +100.0% | 0.00% | – |
| ERII | Exit | ENERGY RECOVERY INCstock | $0 | – | 0 | +100.0% | 0.00% | – |
| New | TRAEGER INC COMMON STOCKstock | $0 | – | 10 | +100.0% | 0.00% | – | |
| CRUS | Exit | CIRRUS LOGIC INC COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| GIB | New | CGI INC CL A SUB VTGstock | $5,000 | – | 59 | +100.0% | 0.00% | – |
| GTX | New | GARRETT MOTION INC COMstock | $2,000 | – | 322 | +100.0% | 0.00% | – |
| BURL | New | BURLINGTON STORES INC COMstock | $7,000 | – | 25 | +100.0% | 0.00% | – |
| BHF | Buy | BRIGHTHOUSE FINL INC COMstock | $2,000 | 0.0% | 34 | +3.0% | 0.00% | – |
| New | GINKGO BIOWORKS HOLDINGS INC CL A SHSstock | $3,000 | – | 300 | +100.0% | 0.00% | – | |
| New | GINKGO BIOWORKS HOLDINGS INC WT EXP 080126stock | $0 | – | 60 | +100.0% | 0.00% | – | |
| GBCI | New | GLACIER BANCORP INC NEW COMstock | $5,000 | – | 82 | +100.0% | 0.00% | – |
| URBN | New | URBAN OUTFITTERS INC COMstock | $4,000 | – | 147 | +100.0% | 0.00% | – |
| MRVI | New | MARAVAI LIFESCIENCES HLDGS INC COM CL Astock | $5,000 | – | 100 | +100.0% | 0.00% | – |
| HYEM | Buy | VANECK EMERGING MARKETS HIGH YIELD BOND ETFetf | $2,000 | 0.0% | 99 | +5.3% | 0.00% | – |
| IHY | Buy | MARKET VECTORS ETF TRUST INTL HIGH YIELD BD ETFetf | $2,000 | 0.0% | 91 | +5.8% | 0.00% | – |
| EMLC | New | MARKET VECTORS ETF EMERGING MKTS LOCAL ETFetf | $0 | – | 4 | +100.0% | 0.00% | – |
| REMX | New | VANECK RARE EARTH/STRATEGIC METALS ETFetf | $0 | – | 1 | +100.0% | 0.00% | – |
| BNTX | New | BIONTECH SE SPONSORED ADSadr | $1,000 | – | 5 | +100.0% | 0.00% | – |
| BVS | New | BIOVENTUS INC COM CL Astock | $6,000 | – | 400 | +100.0% | 0.00% | – |
| BLV | New | VANGUARD LONG-TERM BOND INDEX FUNDetf | $5,000 | – | 47 | +100.0% | 0.00% | – |
| EAF | New | GRAFTECH INTL LTD COMstock | $7,000 | – | 700 | +100.0% | 0.00% | – |
| BGNE | New | BEIGENE LTD SPONSORED ADRadr | $3,000 | – | 9 | +100.0% | 0.00% | – |
| New | GREENIDGE GENERATION HLDGS INC CLASS A COMstock | $0 | – | 5 | +100.0% | 0.00% | – | |
| GNLN | New | GREENLANE HLDGS INC CL Astock | $0 | – | 77 | +100.0% | 0.00% | – |
| BEAM | Buy | BEAM THERAPEUTICS INC COMstock | $2,000 | +100.0% | 20 | +100.0% | 0.00% | – |
| New | BATH & BODY WORKS INC COMstock | $6,000 | – | 100 | +100.0% | 0.00% | – | |
| VOX | New | VANGUARD COMMUNICATION SERVICES ETFetf | $7,000 | – | 50 | +100.0% | 0.00% | – |
| BBVA | New | BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADRadr | $3,000 | – | 492 | +100.0% | 0.00% | – |
| BTCS | New | BTCS INC COM NEWstock | $1,000 | – | 250 | +100.0% | 0.00% | – |
| AXON | Buy | AXON ENTERPRISE INC COMstock | $7,000 | +40.0% | 39 | +30.0% | 0.00% | – |
| AVY | New | AVERY DENNISON CORP COMstock | $1,000 | – | 6 | +100.0% | 0.00% | – |
| VXF | New | VANGUARD EXTENDED MARKET INDEX FUNDetf | $5,000 | – | 30 | +100.0% | 0.00% | – |
| ACB | Buy | AURORA CANNABIS INC COMstock | $1,000 | 0.0% | 99 | +50.0% | 0.00% | – |
| AIZ | New | ASSURANT INC COMstock | $1,000 | – | 7 | +100.0% | 0.00% | – |
| New | VICTORIAS SECRET AND CO COMMON STOCKstock | $2,000 | – | 33 | +100.0% | 0.00% | – | |
| LMND | Buy | LEMONADE INC COMstock | $5,000 | +66.7% | 80 | +158.1% | 0.00% | – |
| VSTO | Buy | VISTA OUTDOOR INC COMstock | $7,000 | +16.7% | 170 | +34.9% | 0.00% | – |
| NFJ | New | VIRTUS DIVIDEND INTEREST & PR COMcef | $5,000 | – | 313 | +100.0% | 0.00% | – |
| LEA | Buy | LEAR CORPstock | $2,000 | 0.0% | 11 | +10.0% | 0.00% | – |
| BATT | New | AMPLIFY LITHIUM & BATTERY TECHNOLOGY ETFetf | $0 | – | 10 | +100.0% | 0.00% | – |
| LTRN | New | LANTERN PHARMA INC COMstock | $6,000 | – | 500 | +100.0% | 0.00% | – |
| LE | New | LANDS END INC NEW COMstock | $4,000 | – | 176 | +100.0% | 0.00% | – |
| LHCG | New | LHC GROUP INC COMstock | $3,000 | – | 17 | +100.0% | 0.00% | – |
| KNBE | New | KNOWBE4 INC CL Astock | $2,000 | – | 100 | +100.0% | 0.00% | – |
| DON | Buy | WISDOMTREE MIDCAP DIVIDENDetf | $7,000 | 0.0% | 160 | +0.6% | 0.00% | – |
| DDLS | Buy | WISDOMTREE DYNAMIC CURRENCY HEDGED INTERNATIONAL SMALLCAP EQUITY FUNDetf | $4,000 | 0.0% | 112 | +6.7% | 0.00% | – |
| GRUB | New | JUST EAT TAKEAWAY COM N V SPONSORED ADSadr | $3,000 | – | 199 | +100.0% | 0.00% | – |
| YETI | New | YETI HLDGS INC COMstock | $4,000 | – | 47 | +100.0% | 0.00% | – |
| BBAX | New | JPMORGAN BETABUILDERS DEVELOPED ASIA-EX JAPAN ETFetf | $1,000 | – | 20 | +100.0% | 0.00% | – |
| BBCA | New | JPMORGAN BETABUILDERS CANADA ETFetf | $1,000 | – | 18 | +100.0% | 0.00% | – |
| BBJP | New | JPMORGAN BETABUILDERS JAPAN ETFetf | $2,000 | – | 27 | +100.0% | 0.00% | – |
| BBEU | New | JPMORGAN BETABUILDERS EUROPE ETFetf | $2,000 | – | 30 | +100.0% | 0.00% | – |
| ZOM | Buy | ZOMEDICA CORP COMstock | $2,000 | +100.0% | 3,495 | +133.8% | 0.00% | – |
| WPS | New | ISHARES INTERNATIONAL DEVELOPED PROPERTY ETFetf | $4,000 | – | 102 | +100.0% | 0.00% | – |
| HCM | New | HUTCHMED CHINA LTD SPONSORED ADSadr | $2,000 | – | 42 | +100.0% | 0.00% | – |
| AKAM | Buy | AKAMAI TECHstock | $4,000 | 0.0% | 41 | +17.1% | 0.00% | – |
| EEMV | New | ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETFetf | $6,000 | – | 97 | +100.0% | 0.00% | – |
| API | New | AGORA INC ADSadr | $0 | – | 12 | +100.0% | 0.00% | – |
| ISDX | New | INVESCO RAFI STRATEGIC DEVELOPED EX-US ETFetf | $5,000 | – | 152 | +100.0% | 0.00% | – |
| ICLR | New | ICON PLC SHSstock | $5,000 | – | 19 | +100.0% | 0.00% | – |
| LIVN | New | LIVANOVA PLC SHSstock | $4,000 | – | 50 | +100.0% | 0.00% | – |
| DWAW | Buy | ADVISORSHARES TR DORSY FSM ALCPetf | $6,000 | +20.0% | 159 | +6.7% | 0.00% | – |
| NLSN | New | NIELSEN HLDGS PLC SHS EURstock | $0 | – | 21 | +100.0% | 0.00% | – |
| MSOS | New | ADVISORSHARES PURE US CANNABIS ETFetf | $1,000 | – | 42 | +100.0% | 0.00% | – |
| INSP | Buy | INSPIRE MED SYS INC COMstock | $6,000 | +100.0% | 26 | +44.4% | 0.00% | – |
| RGLS | New | REGULUS THERAPEUTICS INC COM NEWstock | $5,000 | – | 7,500 | +100.0% | 0.00% | – |
| New | ENOVIX CORPORATION COMstock | $3,000 | – | 135 | +100.0% | 0.00% | – | |
| RLGY | New | REALOGY HLDGS CORP COMstock | $0 | – | 5 | +100.0% | 0.00% | – |
| RHI | New | ROBERT HALF INTL INC COMstock | $5,000 | – | 50 | +100.0% | 0.00% | – |
| ZEST | New | ECOARK HLDGS INC COM NEWstock | $0 | – | 81 | +100.0% | 0.00% | – |
| ETG | New | EATON VANCE TX ADV GLBL DIV FD COMcef | $0 | – | 0 | +100.0% | 0.00% | – |
| TQQQ | New | PROSHARES ULTRAPRO QQQetf | $1,000 | – | 8 | +100.0% | 0.00% | – |
| DX | Buy | DYNEX CAP INC COMreit | $7,000 | +75.0% | 420 | +105.9% | 0.00% | – |
| CRNT | New | CERAGON NETWORKS LTD ORDstock | $0 | – | 25 | +100.0% | 0.00% | – |
| New | DRAGANFLY INC. COM NEWstock | $1,000 | – | 200 | +100.0% | 0.00% | – | |
| EBND | Buy | SPDR BLOOMBERG EMERGING MARKETS LOCAL BOND ETFetf | $2,000 | 0.0% | 96 | +6.7% | 0.00% | – |
| GLBE | New | GLOBAL E ONLINE LTD SHSstock | $4,000 | – | 50 | +100.0% | 0.00% | – |
| TECL | Buy | DIREXION DAILY TECHNOLOGY BULL 3X SHARESetf | $1,000 | 0.0% | 21 | +5.0% | 0.00% | – |
| IPG | Buy | INTERPUBLIC GROUP COS INC COMstock | $6,000 | +50.0% | 154 | +38.7% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-10-15
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD TOTAL BOND MARKET ETF | 24 | Q3 2023 | 7.1% |
| VANGUARD EUROPEAN | 24 | Q3 2023 | 4.7% |
| ISHARES RUSSELL 2000 ETF | 24 | Q3 2023 | 4.2% |
| APPLE INC | 24 | Q3 2023 | 3.6% |
| MICROSOFT | 24 | Q3 2023 | 2.1% |
| ISHARES MSCI EAFE ETF | 24 | Q3 2023 | 5.5% |
| ISHARES S&P 500 INDEX | 24 | Q3 2023 | 4.0% |
| ISHARES RUSSELL 1000 GROWTH ETF | 24 | Q3 2023 | 3.6% |
| VANGUARD SHORT-TERM TREASURY ETF | 24 | Q3 2023 | 4.1% |
| ISHARES RUSSELL 1000 VALUE ETF | 24 | Q3 2023 | 3.7% |
View AdvisorNet Financial, Inc's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| D/A | 2024-04-25 |
| 13F-HR | 2024-04-12 |
| 13F-HR | 2024-01-19 |
| 13F-HR | 2023-10-12 |
| 13F-HR | 2023-07-14 |
| 13F-HR | 2023-04-28 |
| 13F-HR | 2023-01-13 |
| 13F-HR | 2022-10-04 |
| 13F-HR | 2022-07-07 |
| D/A | 2022-06-08 |
View AdvisorNet Financial, Inc's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.