$288 Million is the total value of Plante Moran Financial Advisors, LLC's 918 reported holdings in Q4 2018. The portfolio turnover from Q3 2018 to Q4 2018 was 48.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| PEP | Sell | PepsiCo Inc | $49,358,000 | -6.4% | 446,761 | -5.2% | 17.16% | +0.1% |
| YUM | Sell | Yum Brands Inc | $23,396,000 | -0.2% | 254,527 | -1.3% | 8.13% | +6.7% |
| SYK | Buy | Stryker Corporation | $21,001,000 | -5.5% | 133,976 | +7.1% | 7.30% | +1.0% |
| DTE | Sell | DTE Energy Holding Co | $15,533,000 | +0.9% | 140,822 | -0.2% | 5.40% | +7.8% |
| SPY | Buy | SPDR S&P 500 ETFetf | $12,314,000 | +2.1% | 49,270 | +18.7% | 4.28% | +9.1% |
| IVV | Buy | iShares Core S&P 500etf | $11,031,000 | -14.0% | 43,840 | +0.0% | 3.83% | -8.1% |
| VTI | Buy | Vanguard Total Stock Market ETetf | $10,480,000 | -14.1% | 82,113 | +0.8% | 3.64% | -8.1% |
| YUMC | Sell | Yum China Holdings Inc | $8,166,000 | -18.4% | 243,546 | -14.5% | 2.84% | -12.7% |
| VOO | Buy | Vanguard S&P 500 ETFetf | $5,842,000 | -13.6% | 25,421 | +0.4% | 2.03% | -7.7% |
| AAPL | Buy | Apple Inc | $5,676,000 | -18.7% | 35,986 | +16.3% | 1.97% | -13.1% |
| IWB | Sell | iShares Russell 1000etf | $3,844,000 | -26.7% | 27,715 | -14.5% | 1.34% | -21.6% |
| BRKB | Buy | Berkshire Hathaway Inc Class B | $3,716,000 | +17.2% | 18,202 | +22.9% | 1.29% | +25.2% |
| MSFT | Buy | Microsoft Corp | $3,279,000 | -8.5% | 32,282 | +3.0% | 1.14% | -2.2% |
| JBLU | Sell | JetBlue Airways Corp | $3,091,000 | -52.5% | 192,468 | -42.8% | 1.07% | -49.3% |
| XOM | Buy | Exxon Mobil Corporation | $2,718,000 | +289.4% | 39,860 | +385.6% | 0.94% | +316.3% |
| MDY | Buy | SPDR S&P Midcap 400 ETFetf | $2,616,000 | -17.4% | 8,643 | +0.3% | 0.91% | -11.7% |
| IJH | Buy | iShares Core S&P Mid-Capetf | $2,580,000 | -14.1% | 15,534 | +4.1% | 0.90% | -8.2% |
| IWM | Buy | iShares Russell 2000etf | $2,488,000 | +8.4% | 18,584 | +36.5% | 0.86% | +16.0% |
| VUG | Buy | Vanguard Growth ETFetf | $2,285,000 | -15.1% | 17,007 | +1.8% | 0.79% | -9.3% |
| JNJ | Buy | Johnson & Johnson | $1,849,000 | -0.4% | 14,324 | +6.6% | 0.64% | +6.5% |
| AMZN | Buy | Amazon.com Inc | $1,808,000 | +31.2% | 1,204 | +75.0% | 0.63% | +40.2% |
| IJS | Sell | iShares S&P Small-Cap 600 Valuetf | $1,696,000 | -34.9% | 12,864 | -17.5% | 0.59% | -30.3% |
| IWF | Sell | iShares Russell 1000 Growthetf | $1,677,000 | -18.6% | 12,812 | -3.0% | 0.58% | -13.0% |
| PG | Buy | Procter & Gamble Co | $1,625,000 | +43.8% | 17,681 | +30.2% | 0.56% | +54.0% |
| GOOGL | Buy | Alphabet Inc Com Cl A | $1,531,000 | -8.2% | 1,465 | +6.1% | 0.53% | -1.8% |
| EFA | Buy | iShares MSCI EAFEetf | $1,455,000 | +180.3% | 24,746 | +224.4% | 0.51% | +199.4% |
| IWV | Buy | iShares Russell 3000etf | $1,412,000 | +1029.6% | 9,613 | +1220.5% | 0.49% | +1097.6% |
| JPM | Buy | JPMorgan Chase & Co | $1,396,000 | -13.5% | 14,304 | +0.1% | 0.48% | -7.6% |
| IWN | Buy | iShares Russell 2000 Valueetf | $1,384,000 | +135.4% | 12,870 | +191.2% | 0.48% | +151.8% |
| SDY | Buy | SPDR S&P Dividend ETFetf | $1,372,000 | -2.0% | 15,328 | +7.2% | 0.48% | +4.8% |
| AMGN | Buy | Amgen Inc | $1,354,000 | +16.1% | 6,954 | +23.6% | 0.47% | +24.3% |
| AMJ | Buy | JPMorgan Alerian MLP ETNetf | $1,345,000 | +238.8% | 60,277 | +317.4% | 0.47% | +262.8% |
| GOOG | Buy | Alphabet Inc Class C Capital S | $1,302,000 | -2.5% | 1,257 | +12.3% | 0.45% | +4.4% |
| PFE | Buy | Pfizer Inc | $1,254,000 | +6.9% | 28,734 | +8.0% | 0.44% | +14.4% |
| XLP | Sell | Consumer Staples Select Sectoretf | $1,215,000 | -9.5% | 23,935 | -3.8% | 0.42% | -3.2% |
| BFB | Brown-Forman Corp Class B | $1,210,000 | -5.8% | 25,422 | 0.0% | 0.42% | +0.7% | |
| V | Buy | Visa Inc Class A | $1,202,000 | +8.8% | 9,111 | +23.8% | 0.42% | +16.4% |
| DIA | Sell | SPDR Dow Jones Industrial Averetf | $1,187,000 | -25.0% | 5,088 | -15.0% | 0.41% | -19.6% |
| VBK | Sell | Vanguard Small-Cap Growth ETFetf | $1,144,000 | -22.0% | 7,598 | -3.0% | 0.40% | -16.6% |
| INTC | Buy | Intel Corp | $1,084,000 | +5.9% | 23,093 | +6.7% | 0.38% | +13.2% |
| CVX | Buy | Chevron Corp | $1,065,000 | +12.9% | 9,786 | +26.8% | 0.37% | +20.5% |
| ABBV | Buy | AbbVie Inc | $1,043,000 | +0.7% | 11,316 | +3.3% | 0.36% | +7.7% |
| VIG | Buy | Vanguard Dividend Appreciationetf | $1,039,000 | -7.1% | 10,603 | +4.9% | 0.36% | -0.8% |
| PRF | Invesco FTSE RAFI US 1000 ETFetf | $1,029,000 | -14.5% | 10,127 | 0.0% | 0.36% | -8.4% | |
| ABT | Buy | Abbott Laboratories | $1,007,000 | +18.5% | 13,923 | +20.2% | 0.35% | +26.8% |
| GLD | Sell | SPDR Gold Sharesetf | $994,000 | +4.1% | 8,194 | -3.2% | 0.35% | +11.3% |
| HD | Buy | Home Depot Inc | $977,000 | -1.8% | 5,685 | +18.3% | 0.34% | +4.9% |
| ACN | Buy | Accenture PLC Class A | $977,000 | +1023.0% | 6,927 | +1255.6% | 0.34% | +1114.3% |
| VPL | Sell | Vanguard FTSE Pacific ETFetf | $979,000 | -23.9% | 16,149 | -10.8% | 0.34% | -18.9% |
| DIS | Buy | Walt Disney Co | $896,000 | +8.1% | 8,171 | +15.3% | 0.31% | +15.2% |
| K | Buy | Kellogg Co | $864,000 | +72.5% | 15,152 | +111.9% | 0.30% | +84.0% |
| DVY | Sell | iShares Select Dividendetf | $846,000 | -25.3% | 9,471 | -16.6% | 0.29% | -20.1% |
| ARRY | New | Array BioPharma Inc | $843,000 | – | 59,177 | +100.0% | 0.29% | – |
| XPO | Sell | XPO Logistics Inc | $833,000 | -60.2% | 14,608 | -20.4% | 0.29% | -57.4% |
| IWR | Buy | iShares Russell Mid-Capetf | $834,000 | -15.7% | 17,940 | +300.0% | 0.29% | -9.9% |
| IJR | Buy | iShares Core S&P Small-Capetf | $821,000 | -17.1% | 11,848 | +4.4% | 0.28% | -11.5% |
| CSCO | Buy | Cisco Systems Inc | $816,000 | -0.7% | 18,821 | +11.4% | 0.28% | +6.4% |
| ADP | Sell | Automatic Data Processing | $763,000 | -15.1% | 5,819 | -2.5% | 0.26% | -9.2% |
| RCM | New | R1 RCM Inc | $685,000 | – | 86,180 | +100.0% | 0.24% | – |
| TD | Sell | Toronto-Dominion Bank | $662,000 | -18.8% | 13,316 | -0.7% | 0.23% | -13.2% |
| OEF | Sell | iShares S&P 100etf | $652,000 | -17.5% | 5,848 | -4.1% | 0.23% | -11.7% |
| IBM | Buy | International Business Machine | $648,000 | -20.9% | 5,698 | +5.2% | 0.22% | -15.4% |
| FITB | Fifth Third Bancorp | $635,000 | -15.7% | 26,979 | 0.0% | 0.22% | -9.8% | |
| BFA | Brown-Forman Corp Class A | $636,000 | -6.6% | 13,404 | 0.0% | 0.22% | 0.0% | |
| MMM | Sell | 3M Co | $622,000 | -21.2% | 3,264 | -12.9% | 0.22% | -16.0% |
| VGT | Buy | Vanguard Information Technologetf | $563,000 | -12.4% | 3,374 | +6.3% | 0.20% | -6.2% |
| NEOG | Buy | Neogen Corp | $560,000 | -20.0% | 9,831 | +0.5% | 0.20% | -14.5% |
| MCD | Buy | McDonald's Corp | $547,000 | +37.1% | 3,080 | +29.3% | 0.19% | +46.2% |
| FB | Sell | Facebook Inc Class A | $538,000 | -43.8% | 4,106 | -29.5% | 0.19% | -40.1% |
| EFA | iShares MSCI EAFEput | $529,000 | -13.6% | 9,000 | 0.0% | 0.18% | -7.5% | |
| VTV | Buy | Vanguard Value ETFetf | $524,000 | +55.0% | 5,349 | +74.9% | 0.18% | +65.5% |
| DUK | Buy | Duke Energy Corporation | $500,000 | +9.6% | 5,797 | +1.8% | 0.17% | +17.6% |
| VTEB | Sell | Vanguard Tax-Exempt Bond ETFetf | $497,000 | -28.7% | 9,732 | -29.5% | 0.17% | -23.8% |
| XEL | Xcel Energy Inc | $493,000 | +4.4% | 10,000 | 0.0% | 0.17% | +11.8% | |
| WMT | Buy | Wal-Mart Stores Inc | $491,000 | +7.9% | 5,267 | +8.8% | 0.17% | +15.5% |
| AON | Aon PLC | $488,000 | -5.4% | 3,354 | 0.0% | 0.17% | +1.2% | |
| IEUR | iShares Core MSCI Europeetf | $485,000 | -13.9% | 11,741 | 0.0% | 0.17% | -7.7% | |
| SPYG | SPDR S&P 500 Growthetf | $481,000 | -15.0% | 14,795 | 0.0% | 0.17% | -9.2% | |
| MA | Sell | MasterCard Inc Class A | $479,000 | -20.2% | 2,539 | -5.8% | 0.17% | -14.4% |
| CMCSA | Sell | Comcast Corp Class A | $477,000 | -6.1% | 14,007 | -2.3% | 0.17% | +0.6% |
| NEE | Buy | Nextera Energy Inc | $461,000 | +17.9% | 2,650 | +13.6% | 0.16% | +26.0% |
| HON | Buy | Honeywell International Inc | $454,000 | -18.8% | 3,437 | +2.4% | 0.16% | -13.2% |
| ORCL | Buy | Oracle Corporation | $452,000 | +10.5% | 10,001 | +26.2% | 0.16% | +18.0% |
| MRK | Buy | Merck & Co Inc | $444,000 | +7.8% | 5,808 | +0.1% | 0.15% | +14.9% |
| T | Sell | AT&T Inc | $437,000 | -33.6% | 15,308 | -21.9% | 0.15% | -29.0% |
| IWD | Sell | iShares Russell 1000 Valueetf | $434,000 | -12.9% | 3,909 | -0.6% | 0.15% | -6.8% |
| KO | Sell | Coca-Cola Co | $407,000 | 0.0% | 8,597 | -2.4% | 0.14% | +6.8% |
| TXN | Sell | Texas Instruments Inc | $401,000 | -14.5% | 4,239 | -3.1% | 0.14% | -9.2% |
| COST | Buy | Costco Wholesale Corp | $393,000 | -0.5% | 1,931 | +14.9% | 0.14% | +7.0% |
| UNH | Sell | Unitedhealth Group Inc | $394,000 | -24.8% | 1,583 | -19.6% | 0.14% | -19.4% |
| ALSN | Allison Transmission Holdings | $391,000 | -15.6% | 8,906 | 0.0% | 0.14% | -9.9% | |
| XLE | Buy | Energy Select Sector SPDR ETFetf | $378,000 | -20.1% | 6,594 | +5.7% | 0.13% | -14.9% |
| FEX | Buy | First Trust Large Cap Core Alpetf | $372,000 | +36.3% | 7,146 | +63.5% | 0.13% | +44.9% |
| VZ | Buy | Verizon Communications Inc | $367,000 | +16.9% | 6,525 | +10.9% | 0.13% | +25.5% |
| VGK | Sell | Vanguard FTSE Europe ETFetf | $364,000 | -48.5% | 7,495 | -40.4% | 0.13% | -44.8% |
| CVS | Buy | CVS Health Corp | $354,000 | -15.3% | 5,399 | +1.6% | 0.12% | -9.6% |
| IYF | iShares US Financialsetf | $342,000 | -12.5% | 3,216 | 0.0% | 0.12% | -6.3% | |
| IWO | iShares Russell 2000 Growthetf | $338,000 | -21.9% | 2,012 | 0.0% | 0.12% | -17.0% | |
| NFLX | Sell | Netflix Inc | $334,000 | -42.6% | 1,248 | -19.7% | 0.12% | -38.6% |
| CLX | Buy | Clorox Co | $334,000 | +15.2% | 2,167 | +12.4% | 0.12% | +23.4% |
| MDLZ | Buy | Mondelez International Inc Cla | $330,000 | +6.8% | 8,243 | +14.7% | 0.12% | +15.0% |
| FMB | Buy | First Trust Managed Municipaletf | $322,000 | +159.7% | 6,120 | +158.2% | 0.11% | +180.0% |
| BR | Sell | Broadridge Financial Solutions | $320,000 | -27.4% | 3,320 | -0.6% | 0.11% | -22.4% |
| ETR | Buy | Entergy Corp | $311,000 | +9.1% | 3,613 | +2.8% | 0.11% | +16.1% |
| PFF | Buy | iShares US Preferred Stocketf | $312,000 | -4.9% | 9,121 | +3.1% | 0.11% | +0.9% |
| BRKA | Berkshire Hathaway Inc Class A | $306,000 | -4.4% | 1 | 0.0% | 0.11% | +1.9% | |
| MLM | Sell | Martin Marietta Materials Inc | $306,000 | -5.6% | 1,779 | -0.2% | 0.11% | +1.0% |
| VEA | Sell | Vanguard FTSE Developed Marketetf | $301,000 | -28.3% | 8,106 | -16.5% | 0.10% | -23.4% |
| WFC | Buy | Wells Fargo & Co | $290,000 | +0.7% | 6,289 | +14.9% | 0.10% | +7.4% |
| BAC | Sell | Bank of America Corporation | $285,000 | -25.0% | 11,575 | -10.3% | 0.10% | -20.2% |
| MLHR | Buy | Herman Miller Inc | $278,000 | +0.7% | 9,178 | +27.9% | 0.10% | +7.8% |
| VYM | Buy | Vanguard High Dividend Yield Eetf | $280,000 | -4.8% | 3,589 | +6.4% | 0.10% | +1.0% |
| ADBE | Sell | Adobe Systems Inc | $275,000 | -16.7% | 1,213 | -0.7% | 0.10% | -10.3% |
| WBA | Buy | Walgreens Boots Alliance Inc | $273,000 | +2.6% | 3,994 | +9.4% | 0.10% | +9.2% |
| KMB | Buy | Kimberly-Clark Corp | $269,000 | +33.2% | 2,363 | +32.9% | 0.09% | +42.4% |
| CMA | Buy | Comerica Inc | $268,000 | +1.9% | 3,906 | +33.9% | 0.09% | +8.1% |
| TSLA | Tesla Motors Inc | $258,000 | +25.9% | 776 | 0.0% | 0.09% | +34.3% | |
| GILD | Buy | Gilead Sciences Inc | $254,000 | -18.3% | 4,054 | +0.6% | 0.09% | -12.9% |
| HDV | New | iShares Core High Dividendetf | $250,000 | – | 2,968 | +100.0% | 0.09% | – |
| UTX | Buy | United Technologies Corp | $247,000 | -7.1% | 2,323 | +22.1% | 0.09% | -1.1% |
| IEMG | Buy | iShares Core MSCI Emerging Maretf | $242,000 | +19.2% | 5,131 | +30.7% | 0.08% | +27.3% |
| SBUX | Buy | Starbucks Corp | $242,000 | +24.7% | 3,763 | +10.1% | 0.08% | +33.3% |
| TYG | Buy | Tortoise Energy Infrastructureclosed end | $234,000 | +1014.3% | 11,757 | +1397.7% | 0.08% | +1057.1% |
| CTAS | Cintas Corp | $229,000 | -15.2% | 1,363 | 0.0% | 0.08% | -9.1% | |
| MRO | Buy | Marathon Oil Corp | $231,000 | -37.1% | 16,091 | +2.0% | 0.08% | -32.8% |
| FXE | New | Invesco CurrencyShares Euro Tretf | $230,000 | – | 2,100 | +100.0% | 0.08% | – |
| SHW | Sell | Sherwin-Williams Co | $226,000 | -14.7% | 574 | -1.4% | 0.08% | -8.1% |
| GD | Buy | General Dynamics Corp | $228,000 | -21.6% | 1,453 | +2.1% | 0.08% | -16.8% |
| EMR | Sell | Emerson Electric Co | $221,000 | -28.2% | 3,706 | -7.7% | 0.08% | -23.0% |
| COP | Sell | ConocoPhillips | $219,000 | -36.2% | 3,517 | -20.6% | 0.08% | -32.1% |
| CAT | Buy | Caterpillar Inc | $215,000 | +23.6% | 1,691 | +48.2% | 0.08% | +31.6% |
| CMS | Buy | CMS Energy Corp | $217,000 | +0.9% | 4,379 | +0.0% | 0.08% | +7.1% |
| LLY | Sell | Eli Lilly and Co | $217,000 | +6.9% | 1,873 | -0.8% | 0.08% | +13.6% |
| MBWM | Sell | Mercantile Bank Corp | $201,000 | -32.6% | 7,130 | -20.2% | 0.07% | -27.8% |
| VXUS | Buy | Vanguard Total International Setf | $198,000 | +98.0% | 4,195 | +126.8% | 0.07% | +109.1% |
| IWP | Sell | iShares Russell Mid-Cap Growthetf | $194,000 | -18.1% | 1,705 | -2.5% | 0.07% | -13.0% |
| MCBC | Macatawa Bank Corp | $190,000 | -17.7% | 19,760 | 0.0% | 0.07% | -12.0% | |
| JBGS | Buy | Jbg Smith Properties | $186,000 | -5.1% | 5,346 | +0.5% | 0.06% | +1.6% |
| UAA | Under Armour Inc Class A | $183,000 | -16.4% | 10,337 | 0.0% | 0.06% | -9.9% | |
| PM | Sell | Philip Morris International In | $185,000 | -41.5% | 2,765 | -28.6% | 0.06% | -37.9% |
| USB | Sell | U.S. Bancorp | $182,000 | -19.8% | 3,993 | -7.0% | 0.06% | -14.9% |
| VBR | Buy | Vanguard Small-Cap Value ETFetf | $179,000 | +14.0% | 1,565 | +38.5% | 0.06% | +21.6% |
| ANDE | Andersons Inc | $179,000 | -20.8% | 6,000 | 0.0% | 0.06% | -15.1% | |
| DHR | Sell | Danaher Corp | $179,000 | -5.3% | 1,736 | -0.2% | 0.06% | +1.6% |
| SPY | SPDR S&P 500 ETFput | $175,000 | -14.2% | 700 | 0.0% | 0.06% | -7.6% | |
| CL | Sell | Colgate-Palmolive Co | $172,000 | -13.6% | 2,887 | -2.8% | 0.06% | -7.7% |
| UNP | Sell | Union Pacific Corp | $174,000 | -54.9% | 1,260 | -46.9% | 0.06% | -52.4% |
| SYY | Buy | Sysco Corp | $174,000 | +46.2% | 2,776 | +70.4% | 0.06% | +53.8% |
| IGM | iShares North American Techetf | $172,000 | -17.7% | 1,000 | 0.0% | 0.06% | -11.8% | |
| SAL | Salisbury Bancorp Inc | $171,000 | -13.6% | 4,718 | 0.0% | 0.06% | -7.8% | |
| CR | Sell | Crane Co | $163,000 | -59.1% | 2,253 | -44.5% | 0.06% | -56.2% |
| NVDA | Sell | NVIDIA Corp | $163,000 | -55.1% | 1,223 | -5.2% | 0.06% | -51.7% |
| AMAT | Buy | Applied Materials Inc | $165,000 | +146.3% | 5,028 | +189.3% | 0.06% | +159.1% |
| ANET | Arista Networks Inc | $157,000 | -20.7% | 746 | 0.0% | 0.06% | -14.1% | |
| XLF | Sell | Financial Select Sector SPDR Eetf | $158,000 | -45.3% | 6,634 | -36.6% | 0.06% | -41.5% |
| ORLY | Sell | O'Reilly Automotive Inc | $155,000 | -1.3% | 450 | -0.2% | 0.05% | +5.9% |
| SCHW | Buy | Charles Schwab Corp | $154,000 | +5033.3% | 3,708 | +5122.5% | 0.05% | +5300.0% |
| ADM | Buy | Archer-Daniels Midland Co | $154,000 | -15.8% | 3,764 | +3.7% | 0.05% | -10.0% |
| IMCV | iShares Morningstar Mid-Cap Vaetf | $153,000 | -14.0% | 1,100 | 0.0% | 0.05% | -8.6% | |
| ETV | EV Tax-Managed Buy-Write Oppsclosed end | $150,000 | -16.2% | 11,100 | 0.0% | 0.05% | -10.3% | |
| IYH | Sell | iShares US Healthcareetf | $151,000 | -15.2% | 835 | -4.8% | 0.05% | -10.3% |
| IAU | Buy | iShares Gold Trustetf | $151,000 | +8.6% | 12,259 | +0.5% | 0.05% | +15.6% |
| XLU | Buy | Utilities Select Sector SPDR Eetf | $149,000 | +1.4% | 2,820 | +0.8% | 0.05% | +8.3% |
| LMBS | Buy | First Trust Low Duration Opporetf | $148,000 | +76.2% | 2,897 | +75.9% | 0.05% | +88.9% |
| CACC | New | Credit Acceptance Corp | $148,000 | – | 387 | +100.0% | 0.05% | – |
| VXF | Buy | Vanguard Extended Market ETFetf | $146,000 | +30.4% | 1,460 | +60.1% | 0.05% | +41.7% |
| DOV | Dover Corp | $145,000 | -19.9% | 2,044 | 0.0% | 0.05% | -15.3% | |
| XLK | Sell | Technology Select Sector SPDRetf | $142,000 | -60.6% | 2,299 | -51.9% | 0.05% | -58.1% |
| GLW | Buy | Corning Inc | $140,000 | +26.1% | 4,646 | +47.7% | 0.05% | +36.1% |
| CWST | Casella Waste Systems Inc | $134,000 | -8.2% | 4,700 | 0.0% | 0.05% | 0.0% | |
| DEO | Buy | Diageo PLC ADRadr | $133,000 | +141.8% | 939 | +141.4% | 0.05% | +155.6% |
| MO | Sell | Altria Group Inc | $132,000 | -41.3% | 2,666 | -28.5% | 0.05% | -37.0% |
| GE | Sell | General Electric Co | $131,000 | -47.8% | 17,254 | -22.5% | 0.05% | -43.9% |
| IJT | Buy | iShares S&P Small-Cap 600 Growetf | $132,000 | -15.4% | 818 | +6.0% | 0.05% | -9.8% |
| PAYX | Buy | Paychex Inc | $130,000 | -8.5% | 1,998 | +3.5% | 0.04% | -2.2% |
| J | New | Jacobs Engineering Group Inc | $129,000 | – | 2,199 | +100.0% | 0.04% | – |
| EL | Buy | Estee Lauder Cos Inc Class A | $130,000 | -9.1% | 998 | +1.5% | 0.04% | -4.3% |
| SLV | Buy | iShares Silver Trustetf | $129,000 | +81.7% | 8,853 | +70.9% | 0.04% | +95.7% |
| EW | Sell | Edwards Lifesciences Corp | $127,000 | -15.9% | 826 | -4.7% | 0.04% | -10.2% |
| FTSL | Buy | First Trust Senior Loan ETFetf | $126,000 | +48.2% | 2,765 | +56.7% | 0.04% | +57.1% |
| BP | Sell | BP PLC ADRadr | $125,000 | -37.8% | 3,304 | -24.2% | 0.04% | -33.8% |
| MDT | Buy | Medtronic Inc | $123,000 | +33.7% | 1,357 | +44.4% | 0.04% | +43.3% |
| AXP | Buy | American Express Co | $122,000 | +76.8% | 1,276 | +96.0% | 0.04% | +90.9% |
| LOW | Buy | Lowe's Companies Inc | $121,000 | -9.0% | 1,314 | +13.2% | 0.04% | -2.3% |
| VV | Buy | Vanguard Large-Cap ETFetf | $120,000 | +361.5% | 1,044 | +427.3% | 0.04% | +425.0% |
| IVW | Buy | iShares S&P 500 Growthetf | $122,000 | +13.0% | 807 | +32.9% | 0.04% | +20.0% |
| CSM | ProShares Large Cap Core Plusetf | $122,000 | -16.4% | 2,020 | 0.0% | 0.04% | -10.6% | |
| TJX | Buy | TJX Companies | $122,000 | +258.8% | 2,726 | +802.6% | 0.04% | +281.8% |
| PSX | Sell | Phillips 66 | $119,000 | -56.4% | 1,381 | -42.9% | 0.04% | -53.9% |
| BMY | Sell | Bristol-Myers Squibb Company | $119,000 | -40.5% | 2,289 | -29.1% | 0.04% | -36.9% |
| HUM | Humana Inc | $119,000 | -15.6% | 417 | 0.0% | 0.04% | -10.9% | |
| ES | Buy | Eversource Energy Inc | $119,000 | +10.2% | 1,835 | +4.4% | 0.04% | +17.1% |
| DWDP | Buy | DowDuPont Inc | $115,000 | -12.2% | 2,151 | +5.4% | 0.04% | -7.0% |
| CB | Buy | Chubb Ltd | $116,000 | +41.5% | 897 | +46.1% | 0.04% | +48.1% |
| KHC | The Kraft Heinz Co | $116,000 | -22.1% | 2,706 | 0.0% | 0.04% | -16.7% | |
| VO | Vanguard Mid-Cap ETFetf | $111,000 | -15.9% | 804 | 0.0% | 0.04% | -9.3% | |
| GNTX | Gentex Corp | $111,000 | -5.9% | 5,500 | 0.0% | 0.04% | +2.6% | |
| MUB | New | iShares National Muni Bondetf | $113,000 | – | 1,035 | +100.0% | 0.04% | – |
| DNB | Dun & Bradstreet Corp | $111,000 | 0.0% | 780 | 0.0% | 0.04% | +8.3% | |
| BABA | Buy | Alibaba Group Holding Ltd ADRadr | $109,000 | -15.5% | 796 | +1.7% | 0.04% | -9.5% |
| F | Buy | Ford Motor Co | $109,000 | -14.8% | 14,208 | +2.5% | 0.04% | -9.5% |
| EWJ | Sell | iShares MSCI Japanetf | $109,000 | -16.2% | 2,148 | -0.5% | 0.04% | -9.5% |
| PYPL | Buy | PayPal Holdings Inc | $109,000 | +43.4% | 1,296 | +49.7% | 0.04% | +52.0% |
| LMT | Sell | Lockheed Martin Corp | $109,000 | -40.8% | 418 | -21.6% | 0.04% | -36.7% |
| WM | Sell | Waste Management Inc | $107,000 | -10.8% | 1,198 | -9.8% | 0.04% | -5.1% |
| PH | Buy | Parker Hannifin Corp | $101,000 | +741.7% | 679 | +977.8% | 0.04% | +775.0% |
| HBNC | Horizon Bancorp Industries | $102,000 | -20.3% | 6,490 | 0.0% | 0.04% | -16.7% | |
| TSM | Buy | Taiwan Semiconductor Manufactuadr | $99,000 | -11.6% | 2,673 | +5.0% | 0.03% | -5.6% |
| CMG | Buy | Chipotle Mexican Grill Inc Cla | $95,000 | -3.1% | 220 | +1.9% | 0.03% | +3.1% |
| SRE | New | Sempra Energy | $93,000 | – | 860 | +100.0% | 0.03% | – |
| BAX | Baxter International Inc | $91,000 | -14.2% | 1,380 | 0.0% | 0.03% | -5.9% | |
| QQQ | Sell | Invesco QQQ ETFetf | $91,000 | -26.0% | 591 | -10.5% | 0.03% | -20.0% |
| ZTS | Buy | Zoetis Inc | $91,000 | +19.7% | 1,068 | +28.4% | 0.03% | +28.0% |
| TIP | Sell | iShares TIPS Bondetf | $93,000 | -21.8% | 852 | -21.0% | 0.03% | -17.9% |
| LEG | Sell | Leggett & Platt Inc | $93,000 | -54.6% | 2,585 | -44.7% | 0.03% | -52.2% |
| AMLP | Alerian MLP ETFetf | $93,000 | -18.4% | 10,700 | 0.0% | 0.03% | -13.5% | |
| NOW | Buy | ServiceNow Inc | $90,000 | +100.0% | 505 | +119.6% | 0.03% | +106.7% |
| DBEU | Deutsche X-trackers MSCI Europetf | $88,000 | -12.0% | 3,487 | 0.0% | 0.03% | -6.1% | |
| BIIB | Sell | Biogen Idec Inc | $89,000 | -30.5% | 296 | -18.0% | 0.03% | -26.2% |
| SLYG | SPDR S&P 600 Small Cap Growthetf | $85,000 | -19.8% | 1,568 | 0.0% | 0.03% | -11.8% | |
| WWW | New | Wolverine World Wide Inc | $85,000 | – | 2,659 | +100.0% | 0.03% | – |
| EPD | Buy | Enterprise Products Partners Lexchange traded | $86,000 | +83.0% | 3,481 | +111.2% | 0.03% | +100.0% |
| ADI | Analog Devices Inc | $85,000 | -6.6% | 985 | 0.0% | 0.03% | 0.0% | |
| APD | Buy | Air Products & Chemicals Inc | $85,000 | +193.1% | 534 | +206.9% | 0.03% | +233.3% |
| PANW | Buy | Palo Alto Networks Inc | $85,000 | -13.3% | 450 | +3.2% | 0.03% | -6.2% |
| PCAR | Buy | Paccar Inc | $84,000 | +71.4% | 1,464 | +102.2% | 0.03% | +81.2% |
| GS | Buy | Goldman Sachs Group Inc | $84,000 | -16.8% | 500 | +11.1% | 0.03% | -12.1% |
| ISCV | Buy | iShares Morningstar Small-Capetf | $83,000 | -17.0% | 670 | +3.1% | 0.03% | -12.1% |
| FPE | Buy | First Trust Preferred Securitietf | $81,000 | -5.8% | 4,492 | +0.0% | 0.03% | 0.0% |
| RTN | Sell | Raytheon Co | $81,000 | -40.9% | 528 | -20.4% | 0.03% | -37.8% |
| NOV | Buy | National Oilwell Varco Inc | $81,000 | -39.1% | 3,154 | +1.9% | 0.03% | -34.9% |
| XLI | Sell | Industrial Select Sector SPDRetf | $78,000 | -47.7% | 1,213 | -36.4% | 0.03% | -43.8% |
| MCHP | Buy | Microchip Technology Inc | $79,000 | +464.3% | 1,097 | +534.1% | 0.03% | +440.0% |
| DE | Sell | Deere & Co | $78,000 | -48.0% | 525 | -47.5% | 0.03% | -44.9% |
| WU | Buy | Western Union Co | $78,000 | +225.0% | 4,550 | +264.0% | 0.03% | +237.5% |
| VFH | Buy | Vanguard Financials ETFetf | $74,000 | +138.7% | 1,244 | +181.4% | 0.03% | +160.0% |
| COF | Buy | Capital One Financial Corp | $74,000 | +64.4% | 980 | +106.3% | 0.03% | +73.3% |
| EEM | Sell | iShares MSCI Emerging Marketsetf | $74,000 | -16.9% | 1,888 | -9.0% | 0.03% | -10.3% |
| ICE | Sell | Intercontinental Exchange Inc | $76,000 | -1.3% | 1,004 | -2.9% | 0.03% | +4.0% |
| FDN | Sell | First Trust Dow Jones Internetetf | $75,000 | -65.6% | 646 | -58.0% | 0.03% | -63.4% |
| WP | Worldpay Inc | $76,000 | -24.0% | 989 | 0.0% | 0.03% | -21.2% | |
| CERN | Sell | Cerner Corp | $73,000 | -21.5% | 1,387 | -3.7% | 0.02% | -16.7% |
| OMC | Sell | Omnicom Group Inc | $73,000 | +4.3% | 1,000 | -3.3% | 0.02% | +8.7% |
| GOOS | Canada Goose Holdings Inc | $71,000 | -31.7% | 1,618 | 0.0% | 0.02% | -26.5% | |
| COLB | Columbia Banking System Inc | $71,000 | -5.3% | 1,947 | 0.0% | 0.02% | +4.2% | |
| CRM | Salesforce.com Inc | $71,000 | -14.5% | 520 | 0.0% | 0.02% | -7.4% | |
| FRC | New | First Republic Bank | $71,000 | – | 822 | +100.0% | 0.02% | – |
| ICF | Buy | iShares Cohen & Steers REITetf | $69,000 | +27.8% | 719 | +32.2% | 0.02% | +33.3% |
| NTNX | New | Nutanix Inc. | $70,000 | – | 1,678 | +100.0% | 0.02% | – |
| ZBH | Buy | Zimmer Biomet Holdings Inc | $69,000 | +91.7% | 665 | +144.5% | 0.02% | +100.0% |
| PAA | Plains All American Pipeline Lexchange traded | $68,000 | -19.0% | 3,377 | 0.0% | 0.02% | -11.1% | |
| LOOP | Loop Industries Inc | $68,000 | -22.7% | 8,774 | 0.0% | 0.02% | -17.2% | |
| DXJ | WisdomTree Japan Hedged Equityetf | $66,000 | -20.5% | 1,424 | 0.0% | 0.02% | -14.8% | |
| SPLV | Invesco S&P 500 Low Volatilityetf | $67,000 | -5.6% | 1,435 | 0.0% | 0.02% | 0.0% | |
| CHK | New | Chesapeake Energy Corp | $67,000 | – | 32,000 | +100.0% | 0.02% | – |
| BHP | Buy | BHP Billiton Ltd ADRadr | $66,000 | +842.9% | 1,369 | +825.0% | 0.02% | +1050.0% |
| MAR | New | Marriott International Inc Cla | $66,000 | – | 606 | +100.0% | 0.02% | – |
| TTE | Buy | Total SA ADRadr | $67,000 | +1.5% | 1,280 | +24.4% | 0.02% | +9.5% |
| EV | Buy | Eaton Vance Corp | $63,000 | -32.3% | 1,790 | +1.4% | 0.02% | -26.7% |
| ECL | Buy | Ecolab Inc | $62,000 | -1.6% | 420 | +5.3% | 0.02% | +10.0% |
| OXY | Buy | Occidental Petroleum Corp | $64,000 | -3.0% | 1,045 | +30.6% | 0.02% | +4.8% |
| GWW | Buy | W W Grainger Inc | $63,000 | -17.1% | 224 | +5.7% | 0.02% | -12.0% |
| ED | Buy | Consolidated Edison Inc | $63,000 | +37.0% | 825 | +37.5% | 0.02% | +46.7% |
| SPHD | Invesco S&P 500 High Div Low Vetf | $61,000 | -7.6% | 1,599 | 0.0% | 0.02% | 0.0% | |
| SIRI | Buy | Sirius XM Holdings Inc | $59,000 | +555.6% | 10,312 | +587.5% | 0.02% | +600.0% |
| SCHV | Buy | Schwab US Large-Cap Value ETFetf | $59,000 | +13.5% | 1,206 | +30.9% | 0.02% | +23.5% |
| THG | Buy | Hanover Insurance Group Inc | $60,000 | +30.4% | 514 | +38.9% | 0.02% | +40.0% |
| HRS | Buy | Harris Corporation | $56,000 | -17.6% | 413 | +2.2% | 0.02% | -13.6% |
| IYG | iShares US Financial Servicesetf | $56,000 | -16.4% | 500 | 0.0% | 0.02% | -13.6% | |
| HACK | Buy | ETFMG Prime Cyber Security ETFetf | $55,000 | +511.1% | 1,636 | +593.2% | 0.02% | +533.3% |
| XLY | Buy | Consumer Discret Sel Sect SPDRetf | $55,000 | -3.5% | 556 | +13.9% | 0.02% | 0.0% |
| WLTW | Willis Towers Watson PLC | $54,000 | +8.0% | 353 | 0.0% | 0.02% | +18.8% | |
| ATHN | Athenahealth Inc | $56,000 | -1.8% | 427 | 0.0% | 0.02% | 0.0% | |
| FTV | Fortive Corp | $54,000 | -20.6% | 802 | 0.0% | 0.02% | -13.6% | |
| SCHB | Buy | Schwab US Broad Market ETFetf | $53,000 | +32.5% | 891 | +57.7% | 0.02% | +38.5% |
| CME | Sell | CME Group Inc Class A | $53,000 | +3.9% | 280 | -7.3% | 0.02% | +5.9% |
| COO | Cooper Companies | $53,000 | -8.6% | 208 | 0.0% | 0.02% | -5.3% | |
| SCHF | Sell | Schwab International Equity ETetf | $52,000 | -57.7% | 1,850 | -49.7% | 0.02% | -55.0% |
| TMO | Sell | Thermo Fisher Scientific Inc | $51,000 | -37.0% | 228 | -30.9% | 0.02% | -30.8% |
| HSY | Buy | The Hershey Co | $53,000 | +76.7% | 495 | +67.8% | 0.02% | +80.0% |
| VPU | Buy | Vanguard Utilities ETFetf | $51,000 | +6.2% | 432 | +6.1% | 0.02% | +12.5% |
| AMT | Buy | American Tower Corp | $51,000 | +10.9% | 322 | +2.2% | 0.02% | +20.0% |
| VOE | New | Vanguard Mid-Cap Value ETFetf | $52,000 | – | 550 | +100.0% | 0.02% | – |
| IGSB | Sell | iShares Short-Term Corporate Betf | $52,000 | -13.3% | 1,013 | -11.8% | 0.02% | -10.0% |
| QDEF | FlexShares Quality Dividend Deetf | $49,000 | -15.5% | 1,240 | 0.0% | 0.02% | -10.5% | |
| XLRE | Buy | Real Estate Select Sector SPDRetf | $48,000 | +33.3% | 1,556 | +40.7% | 0.02% | +41.7% |
| DBAW | Deutsche X-trackers MSCI AlWdetf | $48,000 | -12.7% | 1,967 | 0.0% | 0.02% | -5.6% | |
| CHD | Church & Dwight Company, Inc. | $49,000 | +8.9% | 750 | 0.0% | 0.02% | +13.3% | |
| AMP | Buy | Ameriprise Financial Inc | $48,000 | -29.4% | 464 | +1.3% | 0.02% | -22.7% |
| IVE | iShares S&P 500 Valueetf | $50,000 | -12.3% | 496 | 0.0% | 0.02% | -10.5% | |
| NSA | National Storage Affiliates Tr | $48,000 | +2.1% | 1,830 | 0.0% | 0.02% | +13.3% | |
| GROW | U S Global Invs Inc Cl A | $49,000 | -27.9% | 44,490 | 0.0% | 0.02% | -22.7% | |
| ISRG | Sell | Intuitive Surgical Inc | $50,000 | -19.4% | 105 | -2.8% | 0.02% | -15.0% |
| BA | Buy | Boeing Co | $48,000 | +128.6% | 150 | +163.2% | 0.02% | +142.9% |
| XLV | Sell | Health Care Select Sector SPDRetf | $49,000 | -65.7% | 563 | -62.5% | 0.02% | -63.8% |
| AGG | New | iShares Core US Aggregate Bondetf | $50,000 | – | 468 | +100.0% | 0.02% | – |
| KMF | Sell | Kayne Anderson MidstreamEnergyclosed end | $48,000 | -40.0% | 5,000 | -20.2% | 0.02% | -34.6% |
| MKC | Buy | McCormick & Company Inc Non-Vo | $50,000 | +8.7% | 357 | +2.0% | 0.02% | +13.3% |
| AGN | Buy | Allergan PLC | $50,000 | +92.3% | 377 | +177.2% | 0.02% | +112.5% |
| FXH | Buy | First Trust Health Care AlphaDetf | $45,000 | +104.5% | 655 | +156.9% | 0.02% | +128.6% |
| PS | New | Pluralsight Inc Class A | $47,000 | – | 2,000 | +100.0% | 0.02% | – |
| AVB | New | AvalonBay Communities Inc | $45,000 | – | 261 | +100.0% | 0.02% | – |
| SHY | New | iShares 1-3 Year Treasury Bondetf | $45,000 | – | 539 | +100.0% | 0.02% | – |
| POST | Post Holdings Inc | $46,000 | -9.8% | 517 | 0.0% | 0.02% | -5.9% | |
| TGNA | Sell | Tegna Inc | $45,000 | -27.4% | 4,151 | -19.7% | 0.02% | -20.0% |
| FDX | Buy | Fedex Corp | $45,000 | +275.0% | 279 | +458.0% | 0.02% | +300.0% |
| ITW | Sell | Illinois Tool Works Inc | $47,000 | -41.2% | 373 | -34.0% | 0.02% | -38.5% |
| AXDX | Accelerate Diagnostics Inc | $46,000 | -50.0% | 4,000 | 0.0% | 0.02% | -46.7% | |
| WPC | W.P. Carey & Co LLC | $46,000 | +2.2% | 703 | 0.0% | 0.02% | +6.7% | |
| USMV | New | iShares MSCI USA Minimum Volatetf | $45,000 | – | 856 | +100.0% | 0.02% | – |
| VEEV | New | Veeva Systems Inc A | $45,000 | – | 500 | +100.0% | 0.02% | – |
| NOK | Nokia Oyj ADRadr | $45,000 | +2.3% | 7,800 | 0.0% | 0.02% | +14.3% | |
| AWF | Buy | AllianceBernstein Glb High Incclosed end | $45,000 | -10.0% | 4,279 | +0.1% | 0.02% | 0.0% |
| HCP | HCP Inc | $45,000 | +7.1% | 1,610 | 0.0% | 0.02% | +14.3% | |
| D | Dominion Resources Inc | $44,000 | +2.3% | 618 | 0.0% | 0.02% | +7.1% | |
| UPS | Buy | United Parcel Service Inc (UPS | $42,000 | -12.5% | 430 | +5.7% | 0.02% | -6.2% |
| FDT | First Trust Dev Mkts Ex-US Alpetf | $43,000 | -17.3% | 870 | 0.0% | 0.02% | -11.8% | |
| MTB | M&T Bank Corp | $44,000 | -13.7% | 310 | 0.0% | 0.02% | -11.8% | |
| SLF | Sun Life Financial Inc | $42,000 | -17.6% | 1,278 | 0.0% | 0.02% | -11.8% | |
| SCHA | Buy | Schwab US Small-Cap ETFetf | $44,000 | -15.4% | 719 | +4.4% | 0.02% | -11.8% |
| ROP | Roper Industries Inc | $43,000 | -8.5% | 160 | 0.0% | 0.02% | 0.0% | |
| RHT | Buy | Red Hat Inc | $42,000 | +44.8% | 240 | +14.3% | 0.02% | +66.7% |
| AWK | American Water Works Co Inc | $43,000 | +2.4% | 475 | 0.0% | 0.02% | +7.1% | |
| PCI | Buy | PIMCO Dynamic Credit and Mortgclosed end | $44,000 | +10.0% | 2,098 | +26.2% | 0.02% | +15.4% |
| RDSA | Buy | Royal Dutch Shell PLC ADR Clasadr | $41,000 | -8.9% | 708 | +7.1% | 0.01% | -6.7% |
| BLK | Buy | BlackRock Inc | $40,000 | -7.0% | 101 | +9.8% | 0.01% | 0.0% |
| FVD | New | First Trust Value Line Dividenetf | $40,000 | – | 1,374 | +100.0% | 0.01% | – |
| MKL | Buy | Markel Corporation | $40,000 | +37.9% | 39 | +62.5% | 0.01% | +55.6% |
| CPB | Campbell Soup Co | $41,000 | -8.9% | 1,233 | 0.0% | 0.01% | -6.7% | |
| HT | New | Hersha Hospitality Trust | $39,000 | – | 2,200 | +100.0% | 0.01% | – |
| CI | New | Cigna Corp New | $41,000 | – | 215 | +100.0% | 0.01% | – |
| PFG | Sell | Principal Financial Group | $39,000 | -38.1% | 876 | -18.2% | 0.01% | -30.0% |
| NVS | Novartis AG ADRadr | $41,000 | 0.0% | 476 | 0.0% | 0.01% | +7.7% | |
| RE | Sell | Everest Reins Hldgs Inc | $39,000 | -13.3% | 180 | -7.7% | 0.01% | -6.7% |
| CTSH | Cognizant Technology Solutions | $40,000 | -16.7% | 625 | 0.0% | 0.01% | -12.5% | |
| ILMN | Illumina Inc | $39,000 | -18.8% | 130 | 0.0% | 0.01% | -12.5% | |
| VHT | New | Vanguard Health Care ETFetf | $40,000 | – | 250 | +100.0% | 0.01% | – |
| EOG | Buy | EOG Resources Inc | $40,000 | +207.7% | 454 | +349.5% | 0.01% | +250.0% |
| CDK | Sell | CDK Global Inc | $41,000 | -67.2% | 859 | -57.1% | 0.01% | -65.9% |
| JBHT | JB Hunt Transport Services Inc | $39,000 | -20.4% | 415 | 0.0% | 0.01% | -12.5% | |
| WEN | Wendy's Co Class A | $36,000 | -7.7% | 2,275 | 0.0% | 0.01% | 0.0% | |
| BIV | Buy | Vanguard Intermediate-Term Bonetf | $36,000 | +2.9% | 442 | +0.5% | 0.01% | +18.2% |
| IQV | IQVIA Holdings Inc | $36,000 | -10.0% | 309 | 0.0% | 0.01% | 0.0% | |
| CBS | CBS Corp Class B | $36,000 | -23.4% | 813 | 0.0% | 0.01% | -13.3% | |
| MGA | Buy | Magna International Inc Class | $36,000 | +5.9% | 786 | +22.0% | 0.01% | +18.2% |
| GSK | Buy | GlaxoSmithKline PLC ADRadr | $37,000 | -5.1% | 968 | +0.5% | 0.01% | 0.0% |
| LULU | Lululemon Athletica Inc | $36,000 | -26.5% | 300 | 0.0% | 0.01% | -18.8% | |
| SPPI | Spectrum Pharmaceuticals Inc | $37,000 | -47.1% | 4,175 | 0.0% | 0.01% | -43.5% | |
| BMS | New | Bemis Co Inc | $36,000 | – | 795 | +100.0% | 0.01% | – |
| DCO | Ducommun Inc | $38,000 | -11.6% | 1,050 | 0.0% | 0.01% | -7.1% | |
| CCL | Buy | Carnival Corp | $36,000 | +100.0% | 737 | +161.3% | 0.01% | +116.7% |
| STZ | New | Constellation Brands Inc Class | $38,000 | – | 234 | +100.0% | 0.01% | – |
| XHB | SPDR S&P Homebuilders ETFetf | $37,000 | -15.9% | 1,132 | 0.0% | 0.01% | -7.1% | |
| CDNA | Caredx Inc | $38,000 | -11.6% | 1,500 | 0.0% | 0.01% | -7.1% | |
| APH | Amphenol Corp | $37,000 | -11.9% | 452 | 0.0% | 0.01% | -7.1% | |
| NRT | North European Oil Royalty Tru | $35,000 | -20.5% | 5,932 | 0.0% | 0.01% | -14.3% | |
| LEN | Sell | Lennar Corp | $34,000 | -17.1% | 868 | -0.8% | 0.01% | -7.7% |
| IEFA | New | iShares Core MSCI EAFEetf | $34,000 | – | 616 | +100.0% | 0.01% | – |
| NXRT | NexPoint Residential Trust Inc | $35,000 | +6.1% | 1,000 | 0.0% | 0.01% | +9.1% | |
| BSV | New | Vanguard Short-Term Bond ETFetf | $34,000 | – | 439 | +100.0% | 0.01% | – |
| TGT | Target Corp | $35,000 | -23.9% | 522 | 0.0% | 0.01% | -20.0% | |
| DLTR | Buy | Dollar Tree Stores Inc | $35,000 | +40.0% | 390 | +25.8% | 0.01% | +50.0% |
| MPC | Marathon Petroleum Corp | $35,000 | -27.1% | 600 | 0.0% | 0.01% | -25.0% | |
| HII | Buy | Huntington Ingalls Industries | $31,000 | -18.4% | 163 | +8.7% | 0.01% | -8.3% |
| LAC | Lithium Americas Corp | $32,000 | -33.3% | 10,000 | 0.0% | 0.01% | -31.2% | |
| GER | Goldman Sachs MLP and Energy Rclosed end | $33,000 | -32.7% | 7,573 | 0.0% | 0.01% | -31.2% | |
| VLO | Buy | Valero Energy Corp | $31,000 | +138.5% | 410 | +272.7% | 0.01% | +175.0% |
| TMV | New | Direxion Daily 20 Yr Trsy Bearetf | $31,000 | – | 1,700 | +100.0% | 0.01% | – |
| IUSV | Sell | iShares Core US Valueetf | $33,000 | -28.3% | 669 | -18.6% | 0.01% | -26.7% |
| TLK | Buy | Telekomunikasi Indonesia (Persadr | $31,000 | +10.7% | 1,172 | +3.9% | 0.01% | +22.2% |
| SPGI | S&P Global Inc | $31,000 | -13.9% | 183 | 0.0% | 0.01% | -8.3% | |
| ITA | Buy | iShares US Aerospace & Defenseetf | $31,000 | -6.1% | 178 | +16.3% | 0.01% | 0.0% |
| LH | Sell | Laboratory Corp of America Hld | $33,000 | -52.2% | 260 | -34.2% | 0.01% | -50.0% |
| REGN | Buy | Regeneron Pharmaceuticals Inc | $33,000 | -5.7% | 89 | +3.5% | 0.01% | 0.0% |
| HBAN | New | Huntington Bancshares Inc | $32,000 | – | 2,676 | +100.0% | 0.01% | – |
| NCR | New | NCR Corp | $28,000 | – | 1,200 | +100.0% | 0.01% | – |
| HEI | Buy | Heico Corp | $28,000 | -15.2% | 360 | +2.0% | 0.01% | -9.1% |
| BSX | New | Boston Scientific Inc | $28,000 | – | 800 | +100.0% | 0.01% | – |
| STNE | New | StoneCo Ltd | $28,000 | – | 1,500 | +100.0% | 0.01% | – |
| VCIT | New | Vanguard Interm-Term Corp Bd Eetf | $28,000 | – | 340 | +100.0% | 0.01% | – |
| BIDU | Buy | Baidu Inc ADRadr | $28,000 | +180.0% | 176 | +309.3% | 0.01% | +233.3% |
| VCR | New | Vanguard Consumer Discretionaretf | $30,000 | – | 200 | +100.0% | 0.01% | – |
| FTNT | Fortinet Inc | $28,000 | -24.3% | 400 | 0.0% | 0.01% | -16.7% | |
| TTC | Toro Co | $28,000 | -6.7% | 501 | 0.0% | 0.01% | 0.0% | |
| RFG | Sell | Invesco S&P MidCap 400 Pure Gretf | $29,000 | -50.8% | 217 | -39.6% | 0.01% | -47.4% |
| APY | Apergy Corp | $28,000 | -37.8% | 1,022 | 0.0% | 0.01% | -33.3% | |
| LNC | Sell | Lincoln National Corp | $28,000 | -48.1% | 552 | -31.3% | 0.01% | -44.4% |
| ANTM | Sell | Anthem Inc | $30,000 | -18.9% | 115 | -15.4% | 0.01% | -16.7% |
| PRU | Prudential Financial Inc | $29,000 | -19.4% | 356 | 0.0% | 0.01% | -16.7% | |
| KMI | Sell | Kinder Morgan, Inc. | $29,000 | -21.6% | 1,911 | -7.4% | 0.01% | -16.7% |
| ENR | Buy | Energizer Holdings Inc | $27,000 | -18.2% | 588 | +3.7% | 0.01% | -18.2% |
| XHR | Xenia Hotels & Resorts Inc | $25,000 | -28.6% | 1,468 | 0.0% | 0.01% | -18.2% | |
| MFC | Manulife Financial Corp | $25,000 | -19.4% | 1,732 | 0.0% | 0.01% | -10.0% | |
| AZN | AstraZeneca PLC ADRadr | $27,000 | -3.6% | 709 | 0.0% | 0.01% | 0.0% | |
| PEY | New | Invesco High Yld Eq Div Achievetf | $25,000 | – | 1,563 | +100.0% | 0.01% | – |
| ALL | Buy | Allstate Corp | $26,000 | +8.3% | 314 | +28.2% | 0.01% | +12.5% |
| WTFC | Wintrust Financial Corp | $25,000 | -21.9% | 372 | 0.0% | 0.01% | -10.0% | |
| EXC | Exelon Corp | $27,000 | +3.8% | 590 | 0.0% | 0.01% | +12.5% | |
| SNA | Buy | Snap-on Inc | $26,000 | -13.3% | 182 | +9.6% | 0.01% | -10.0% |
| HSIC | Buy | Henry Schein Inc | $27,000 | -3.6% | 348 | +5.5% | 0.01% | 0.0% |
| ECC | Buy | Eagle Point Credit Co LLCclosed end | $26,000 | -18.8% | 1,848 | +3.5% | 0.01% | -10.0% |
| GM | Sell | General Motors Co | $26,000 | -48.0% | 792 | -46.9% | 0.01% | -43.8% |
| MMC | Buy | Marsh & McLennan Companies Inc | $27,000 | +12.5% | 333 | +12.5% | 0.01% | +12.5% |
| SJM | Buy | JM Smucker Co | $27,000 | -6.9% | 286 | +1.1% | 0.01% | 0.0% |
| BUD | Buy | Anheuser-Busch Inbev SA ADRadr | $26,000 | -16.1% | 394 | +12.9% | 0.01% | -10.0% |
| MIDD | The Middleby Corp | $27,000 | -20.6% | 264 | 0.0% | 0.01% | -18.2% | |
| VNQ | Buy | Vanguard Real Estate ETFetf | $24,000 | +700.0% | 328 | +786.5% | 0.01% | +700.0% |
| PNW | Pinnacle West Capital Corp | $24,000 | +9.1% | 284 | 0.0% | 0.01% | +14.3% | |
| PEO | New | Adams Natural Resources Fundclosed end | $22,000 | – | 1,500 | +100.0% | 0.01% | – |
| BKNG | Buy | Booking Holdings Inc | $24,000 | 0.0% | 14 | +16.7% | 0.01% | 0.0% |
| CHRW | New | CH Robinson Worldwide Inc | $23,000 | – | 275 | +100.0% | 0.01% | – |
| CSX | Buy | CSX Corp | $23,000 | 0.0% | 364 | +15.2% | 0.01% | +14.3% |
| CARS | Sell | Cars.com Inc | $23,000 | -39.5% | 1,090 | -21.2% | 0.01% | -33.3% |
| CELG | Sell | Celgene Corp | $24,000 | -84.2% | 370 | -78.2% | 0.01% | -83.7% |
| EPC | Buy | Edgewell Personal Care Co | $22,000 | -15.4% | 579 | +2.1% | 0.01% | 0.0% |
| EFX | Equifax Inc | $22,000 | -26.7% | 232 | 0.0% | 0.01% | -20.0% | |
| MLPI | UBS ETRACS Alerian MLP Infrasetf | $22,000 | -18.5% | 1,107 | 0.0% | 0.01% | -11.1% | |
| TCO | Taubman Centers Inc Reitunit trust | $23,000 | -23.3% | 497 | 0.0% | 0.01% | -20.0% | |
| TRGP | Targa Resources Corp | $23,000 | -36.1% | 638 | 0.0% | 0.01% | -33.3% | |
| HEIA | Buy | Heico Corp Class A | $23,000 | -14.8% | 361 | +2.3% | 0.01% | -11.1% |
| IFF | International Flavors & Fragra | $22,000 | -4.3% | 166 | 0.0% | 0.01% | +14.3% | |
| XMLV | New | Invesco S&P MidCap Low Volatiletf | $23,000 | – | 517 | +100.0% | 0.01% | – |
| SCZ | Buy | iShares MSCI EAFE Small-Capetf | $22,000 | +4.8% | 434 | +31.5% | 0.01% | +14.3% |
| RPAI | Retail Properties of America I | $22,000 | -12.0% | 2,062 | 0.0% | 0.01% | 0.0% | |
| NX | Sell | Quanex Building Products Corp | $24,000 | -45.5% | 1,797 | -25.3% | 0.01% | -42.9% |
| PSCH | New | Invesco S&P SmallCap Health Caetf | $19,000 | – | 178 | +100.0% | 0.01% | – |
| XFLT | XAI Octagon FR & Alt Income Teclosed end | $20,000 | -23.1% | 2,668 | 0.0% | 0.01% | -12.5% | |
| CAH | Sell | Cardinal Health Inc | $20,000 | -25.9% | 446 | -12.4% | 0.01% | -22.2% |
| SLB | Buy | Schlumberger NV | $19,000 | -34.5% | 526 | +11.9% | 0.01% | -22.2% |
| CHTR | Charter Communications Inc New | $21,000 | -12.5% | 73 | 0.0% | 0.01% | -12.5% | |
| HPE | Hewlett Packard Enterprise Co | $21,000 | -19.2% | 1,584 | 0.0% | 0.01% | -12.5% | |
| NSC | Buy | Norfolk Southern Corp | $19,000 | +18.8% | 129 | +46.6% | 0.01% | +40.0% |
| C | Sell | Citigroup Inc | $20,000 | -73.0% | 393 | -62.1% | 0.01% | -70.8% |
| SNGX | Buy | Soligenix Inc | $19,000 | +850.0% | 21,658 | +2525.2% | 0.01% | +600.0% |
| MCK | Sell | McKesson Corp | $19,000 | -51.3% | 174 | -40.6% | 0.01% | -46.2% |
| SAP | Buy | SAP SE ADRadr | $20,000 | +53.8% | 204 | +90.7% | 0.01% | +75.0% |
| IUSG | Sell | iShares Core US Growthetf | $20,000 | -33.3% | 387 | -18.7% | 0.01% | -30.0% |
| XSVM | Invesco Russell 2000 Pure Valuetf | $20,000 | -16.7% | 750 | 0.0% | 0.01% | -12.5% | |
| TCF | TCF Financial Corp | $19,000 | -20.8% | 1,000 | 0.0% | 0.01% | -12.5% | |
| GIS | General Mills Inc | $19,000 | -9.5% | 490 | 0.0% | 0.01% | 0.0% | |
| RDSB | Sell | Royal Dutch Shell PLC ADR Clasadr | $18,000 | -28.0% | 300 | -15.0% | 0.01% | -25.0% |
| HAL | Buy | Halliburton Co | $16,000 | +6.7% | 607 | +66.8% | 0.01% | +20.0% |
| SCHX | Buy | Schwab US Large-Cap ETFetf | $18,000 | +5.9% | 299 | +22.5% | 0.01% | 0.0% |
| QSR | Restaurant Brands Internationa | $17,000 | -10.5% | 325 | 0.0% | 0.01% | 0.0% | |
| SO | Southern Co | $18,000 | +5.9% | 400 | 0.0% | 0.01% | 0.0% | |
| BDX | Buy | Becton Dickinson & Co | $16,000 | +60.0% | 72 | +84.6% | 0.01% | +100.0% |
| IJK | Buy | iShares S&P Mid-Cap 400 Growthetf | $18,000 | +63.6% | 94 | +100.0% | 0.01% | +50.0% |
| VRTX | Vertex Pharmaceuticals Inc | $17,000 | -10.5% | 100 | 0.0% | 0.01% | 0.0% | |
| HCRSQ | New | Hi-Crush Partners LPexchange traded | $18,000 | – | 5,155 | +100.0% | 0.01% | – |
| SEE | Sell | Sealed Air Corp | $16,000 | -23.8% | 448 | -14.3% | 0.01% | -14.3% |
| PHG | Royal Philips NV ADRadr | $16,000 | -23.8% | 453 | 0.0% | 0.01% | -14.3% | |
| PNC | Sell | PNC Financial Services Group I | $15,000 | -25.0% | 129 | -12.8% | 0.01% | -28.6% |
| IWS | Buy | iShares Russell Mid-Cap Valueetf | $15,000 | 0.0% | 201 | +24.1% | 0.01% | 0.0% |
| FNDB | Buy | Schwab Fundamental US Broad Maetf | $15,000 | -11.8% | 439 | +0.5% | 0.01% | -16.7% |
| AOA | iShares Core Aggressive Allocaetf | $13,000 | -7.1% | 261 | 0.0% | 0.01% | 0.0% | |
| ITT | Buy | ITT Corp | $13,000 | – | 260 | +3614.3% | 0.01% | – |
| SNAP | Snap Inc A | $13,000 | -38.1% | 2,431 | 0.0% | 0.01% | -28.6% | |
| GHDX | Genomic Health Inc | $13,000 | -7.1% | 200 | 0.0% | 0.01% | 0.0% | |
| KARS | KraneShares Eltc Vhl and Ft Mbetf | $14,000 | -22.2% | 813 | 0.0% | 0.01% | -16.7% | |
| LNT | Alliant Energy Corp | $13,000 | 0.0% | 300 | 0.0% | 0.01% | +25.0% | |
| ET | New | Energy Transfer LPexchange traded | $15,000 | – | 1,147 | +100.0% | 0.01% | – |
| MDYG | SPDR S&P 400 Mid Cap Growth ETetf | $14,000 | -17.6% | 300 | 0.0% | 0.01% | -16.7% | |
| GDX | Sell | VanEck Vectors Gold Miners ETFetf | $15,000 | -11.8% | 720 | -21.9% | 0.01% | -16.7% |
| VOOG | New | Vanguard S&P 500 Growth ETFetf | $14,000 | – | 106 | +100.0% | 0.01% | – |
| GNR | New | SPDR S&P Global Natural Resouretf | $14,000 | – | 343 | +100.0% | 0.01% | – |
| TBF | New | ProShares Treasury 20 Year ETFetf | $13,000 | – | 600 | +100.0% | 0.01% | – |
| CACI | New | CACI International Inc Class A | $14,000 | – | 100 | +100.0% | 0.01% | – |
| AVGO | Broadcom Inc | $15,000 | 0.0% | 60 | 0.0% | 0.01% | 0.0% | |
| VB | Vanguard Small-Cap ETFetf | $13,000 | -18.8% | 96 | 0.0% | 0.01% | 0.0% | |
| VOD | Buy | Vodafone Group PLC ADRadr | $13,000 | 0.0% | 678 | +13.0% | 0.01% | +25.0% |
| WB | New | Weibo Corpadr | $13,000 | – | 215 | +100.0% | 0.01% | – |
| WELL | Welltower Inc | $15,000 | +7.1% | 223 | 0.0% | 0.01% | 0.0% | |
| BBVA | Buy | Banco Bilbao Vizcaya Argentariadr | $15,000 | -11.8% | 2,921 | +8.8% | 0.01% | -16.7% |
| BBL | Buy | BHP Billiton PLC ADRadr | $15,000 | +87.5% | 353 | +104.0% | 0.01% | +66.7% |
| O | New | Realty Income Corp | $14,000 | – | 225 | +100.0% | 0.01% | – |
| RPM | RPM International Inc | $14,000 | -6.7% | 233 | 0.0% | 0.01% | 0.0% | |
| RLJ | New | RLJ Lodging Trust | $13,000 | – | 800 | +100.0% | 0.01% | – |
| TBT | New | PowerShares UltraShort 20 Yearetf | $14,000 | – | 400 | +100.0% | 0.01% | – |
| XBI | New | SPDR S&P Biotech ETFetf | $12,000 | – | 162 | +100.0% | 0.00% | – |
| IDX | Market Vectors Indonesia Indexetf | $11,000 | +10.0% | 500 | 0.0% | 0.00% | +33.3% | |
| VEU | New | Vanguard FTSE All-Wld ex-US ETetf | $11,000 | – | 250 | +100.0% | 0.00% | – |
| CHL | Buy | China Mobile Ltd ADRadr | $11,000 | +22.2% | 238 | +30.8% | 0.00% | +33.3% |
| VAW | Vanguard Materials ETFetf | $12,000 | -14.3% | 105 | 0.0% | 0.00% | -20.0% | |
| IYW | iShares Dow Jones US Technologetf | $11,000 | -15.4% | 69 | 0.0% | 0.00% | 0.0% | |
| SNN | Buy | Smith & Nephew PLC ADRadr | $11,000 | +37.5% | 300 | +43.5% | 0.00% | +33.3% |
| XLC | New | Communication Services Sel Secetf | $12,000 | – | 280 | +100.0% | 0.00% | – |
| AER | Buy | AerCap Holdings NV | $12,000 | 0.0% | 296 | +47.3% | 0.00% | 0.0% |
| NTR | Buy | Nutrien Ltd | $12,000 | +71.4% | 254 | +115.3% | 0.00% | +100.0% |
| REZI | New | Resideo Technologies Inc | $12,000 | – | 602 | +100.0% | 0.00% | – |
| HPQ | HP Inc | $11,000 | -21.4% | 534 | 0.0% | 0.00% | -20.0% | |
| SCHG | Schwab US Large-Cap Growth ETFetf | $11,000 | -15.4% | 162 | 0.0% | 0.00% | 0.0% | |
| HQL | New | Tekla Life Sciences Investorsclosed end | $12,000 | – | 800 | +100.0% | 0.00% | – |
| PBJ | New | Invesco Dynamic Food & Beveragetf | $11,000 | – | 371 | +100.0% | 0.00% | – |
| TRMB | New | Trimble Navigation Ltd | $12,000 | – | 360 | +100.0% | 0.00% | – |
| ANSS | Buy | Ansys Inc | $11,000 | -8.3% | 80 | +27.0% | 0.00% | 0.0% |
| UN | Sell | Unilever NV ADRadr | $11,000 | -8.3% | 206 | -3.3% | 0.00% | 0.0% |
| MJ | Buy | ETFMG Alternative Harvest ETFetf | $12,000 | +200.0% | 480 | +366.0% | 0.00% | +300.0% |
| HOLX | Buy | Hologic Inc | $10,000 | +25.0% | 247 | +23.5% | 0.00% | 0.0% |
| OSK | Sell | Oshkosh Corp | $8,000 | -20.0% | 134 | -1.5% | 0.00% | 0.0% |
| ORAN | Buy | Orange ADRadr | $10,000 | +42.9% | 625 | +37.1% | 0.00% | +50.0% |
| MT | Buy | ArcelorMittal SAadr | $8,000 | +14.3% | 394 | +63.5% | 0.00% | +50.0% |
| BTI | Buy | British American Tobacco PLC Aadr | $8,000 | -20.0% | 246 | +15.0% | 0.00% | 0.0% |
| IJJ | iShares S&P Mid-Cap 400 Valueetf | $8,000 | -11.1% | 56 | 0.0% | 0.00% | 0.0% | |
| MIY | BlackRock MuniYield MI Qualityclosed end | $9,000 | 0.0% | 726 | 0.0% | 0.00% | 0.0% | |
| TUSA | First Trust Total US Market Aletf | $9,000 | -25.0% | 323 | 0.0% | 0.00% | -25.0% | |
| BX | Blackstone Group LPexchange traded | $9,000 | -25.0% | 307 | 0.0% | 0.00% | -25.0% | |
| OPK | Opko Health Inc. | $9,000 | -10.0% | 2,825 | 0.0% | 0.00% | 0.0% | |
| INSG | Inseego Corp | $8,000 | 0.0% | 2,034 | 0.0% | 0.00% | 0.0% | |
| IGN | North American Tech-Multimediaetf | $9,000 | -18.2% | 199 | 0.0% | 0.00% | -25.0% | |
| TM | Buy | Toyota Motor Corp ADRadr | $8,000 | 0.0% | 65 | +1.6% | 0.00% | 0.0% |
| TSCO | Tractor Supply Co | $9,000 | 0.0% | 102 | 0.0% | 0.00% | 0.0% | |
| SAN | Buy | Banco Santander SA ADRadr | $9,000 | +28.6% | 2,091 | +44.2% | 0.00% | +50.0% |
| PXD | Buy | Pioneer Natural Resources Co | $9,000 | -10.0% | 67 | +17.5% | 0.00% | 0.0% |
| OHI | Buy | Omega Healthcare Investors Inc | $9,000 | +12.5% | 260 | +2.0% | 0.00% | 0.0% |
| IWY | New | iShares Russell Top 200 Growthetf | $10,000 | – | 145 | +100.0% | 0.00% | – |
| NI | Nisource Inc | $8,000 | 0.0% | 323 | 0.0% | 0.00% | 0.0% | |
| SGOL | New | Aberdeen Standard Phys SwissGoetf | $9,000 | – | 73 | +100.0% | 0.00% | – |
| HIG | Hartford Financial Services Gr | $8,000 | -11.1% | 188 | 0.0% | 0.00% | 0.0% | |
| PBS | New | Invesco Dynamic Media ETFetf | $8,000 | – | 279 | +100.0% | 0.00% | – |
| AXON | Axon Enterprise Inc | $10,000 | -37.5% | 240 | 0.0% | 0.00% | -40.0% | |
| FAST | Fastenal Co | $8,000 | -11.1% | 151 | 0.0% | 0.00% | 0.0% | |
| HDB | Buy | HDFC Bank Limitedadr | $10,000 | +25.0% | 93 | +6.9% | 0.00% | 0.0% |
| SMFG | Buy | Sumitomo Mitsui Financial Grouadr | $9,000 | +12.5% | 1,363 | +42.4% | 0.00% | 0.0% |
| HSBC | Buy | HSBC Holdings PLC ADRadr | $10,000 | +42.9% | 251 | +59.9% | 0.00% | +50.0% |
| OLED | Buy | Universal Display Corp | $9,000 | +50.0% | 100 | +100.0% | 0.00% | +50.0% |
| BLOK | Amplify Transformational Dataetf | $8,000 | -27.3% | 528 | 0.0% | 0.00% | -25.0% | |
| PPG | Sell | PPG Industries Inc | $9,000 | -25.0% | 85 | -23.4% | 0.00% | -25.0% |
| KRE | Sell | SPDR S&P Regional Banking ETFetf | $8,000 | -57.9% | 175 | -46.2% | 0.00% | -50.0% |
| ACB | New | Aurora Cannabis Inc | $8,000 | – | 1,673 | +100.0% | 0.00% | – |
| DELL | New | Dell Inc | $10,000 | – | 214 | +100.0% | 0.00% | – |
| SCHZ | New | Schwab US Aggregate Bond ETFetf | $10,000 | – | 190 | +100.0% | 0.00% | – |
| VIOG | New | Vanguard S&P Small-Cap 600 Groetf | $10,000 | – | 70 | +100.0% | 0.00% | – |
| AKAM | Buy | Akamai Technologies Inc | $8,000 | +60.0% | 132 | +103.1% | 0.00% | +50.0% |
| LYG | Buy | Lloyds Banking Group PLC ADRadr | $10,000 | +42.9% | 4,054 | +76.7% | 0.00% | +50.0% |
| USO | United States Oiletf | $10,000 | -37.5% | 1,012 | 0.0% | 0.00% | -40.0% | |
| NOC | Sell | Northrop Grumman Corp | $10,000 | -70.6% | 39 | -63.9% | 0.00% | -72.7% |
| VDE | New | Vanguard Energy ETFetf | $8,000 | – | 108 | +100.0% | 0.00% | – |
| SCHM | Schwab US Mid-Cap ETFetf | $9,000 | -18.2% | 194 | 0.0% | 0.00% | -25.0% | |
| EMN | New | Eastman Chemical Co | $8,000 | – | 115 | +100.0% | 0.00% | – |
| SONY | Buy | Sony Corp ADRadr | $8,000 | -20.0% | 176 | +3.5% | 0.00% | 0.0% |
| ESGE | New | iShares ESG MSCI Emerging ETFetf | $8,000 | – | 257 | +100.0% | 0.00% | – |
| A | Agilent Technologies Inc | $9,000 | 0.0% | 129 | 0.0% | 0.00% | 0.0% | |
| ROBO | Robo Global Robotics&Automatioetf | $6,000 | -25.0% | 190 | 0.0% | 0.00% | -33.3% | |
| ACHC | Buy | Acadia Healthcare Co Inc | $5,000 | -16.7% | 188 | +16.8% | 0.00% | 0.0% |
| ADC | Agree Realty Corp | $7,000 | +16.7% | 120 | 0.0% | 0.00% | 0.0% | |
| AGI | Alamos Gold Inc | $5,000 | -28.6% | 1,473 | 0.0% | 0.00% | 0.0% | |
| ALXN | Buy | Alexion Pharmaceuticals Inc | $5,000 | +25.0% | 51 | +75.9% | 0.00% | +100.0% |
| AXL | American Axle & Mfg Holdings I | $5,000 | -37.5% | 450 | 0.0% | 0.00% | -33.3% | |
| AIG | Buy | American International Group I | $5,000 | – | 135 | +4400.0% | 0.00% | – |
| BBT | New | BB&T Corp | $6,000 | – | 140 | +100.0% | 0.00% | – |
| BOKF | Buy | BOK Financial Corp | $5,000 | -16.7% | 66 | +4.8% | 0.00% | 0.0% |
| BK | New | Bank of New York Mellon Corp | $6,000 | – | 134 | +100.0% | 0.00% | – |
| BBY | New | Best Buy Co Inc | $5,000 | – | 91 | +100.0% | 0.00% | – |
| BIO | Buy | Bio-Rad Laboratories Inc | $7,000 | 0.0% | 29 | +26.1% | 0.00% | 0.0% |
| CNI | Sell | Canadian National Railway Co | $6,000 | -97.3% | 84 | -96.6% | 0.00% | -97.2% |
| CX | Cemex SAB de CV ADRadr | $7,000 | -30.0% | 1,429 | 0.0% | 0.00% | -33.3% | |
| CNC | Buy | Centene Corp | $6,000 | +50.0% | 53 | +76.7% | 0.00% | +100.0% |
| CTRP | Buy | Ctrip.com International Limiteadr | $7,000 | 0.0% | 250 | +42.0% | 0.00% | 0.0% |
| CFR | Cullen/Frost Bankers Inc | $5,000 | -16.7% | 56 | 0.0% | 0.00% | 0.0% | |
| CMI | Cummins Inc | $5,000 | -16.7% | 38 | 0.0% | 0.00% | 0.0% | |
| DXC | DXC Technology Co. | $7,000 | -46.2% | 135 | 0.0% | 0.00% | -50.0% | |
| ETFC | Buy | E Trade Financial Corp | $6,000 | +200.0% | 137 | +270.3% | 0.00% | +100.0% |
| EWBC | Buy | East West Bancorp Inc | $6,000 | -25.0% | 149 | +12.9% | 0.00% | -33.3% |
| EIX | New | Edison International | $5,000 | – | 95 | +100.0% | 0.00% | – |
| ENB | Enbridge Inc | $5,000 | 0.0% | 147 | 0.0% | 0.00% | 0.0% | |
| EQIX | Buy | Equinix Inc | $5,000 | +25.0% | 14 | +55.6% | 0.00% | +100.0% |
| ELS | Sell | Equity Lifestyle Properties In | $5,000 | 0.0% | 48 | -5.9% | 0.00% | 0.0% |
| EQR | New | Equity Residential | $7,000 | – | 103 | +100.0% | 0.00% | – |
| SKYY | First Trust ISE Cloud Computinetf | $7,000 | -12.5% | 146 | 0.0% | 0.00% | -33.3% | |
| FIVN | Five9 Inc | $5,000 | 0.0% | 106 | 0.0% | 0.00% | 0.0% | |
| GUNR | New | FlexShares Mstar Glbl Upstrm Netf | $5,000 | – | 171 | +100.0% | 0.00% | – |
| GWPH | New | GW Pharmaceuticals PLC ADRadr | $7,000 | – | 70 | +100.0% | 0.00% | – |
| LIT | Global X Lithium & Battery Tecetf | $6,000 | -14.3% | 206 | 0.0% | 0.00% | 0.0% | |
| GIB | CGI Group Inc Class A | $6,000 | 0.0% | 97 | 0.0% | 0.00% | 0.0% | |
| HES | Buy | Hess Corp | $6,000 | -25.0% | 154 | +35.1% | 0.00% | -33.3% |
| IEP | Icahn Enterprises LPexchange traded | $6,000 | -25.0% | 109 | 0.0% | 0.00% | -33.3% | |
| PUI | New | Invesco DWA Utilities Momentumetf | $6,000 | – | 200 | +100.0% | 0.00% | – |
| PSL | New | Invesco DWA Consumer Staples Metf | $5,000 | – | 83 | +100.0% | 0.00% | – |
| IGV | New | iShares S&P North Amer Tech Soetf | $5,000 | – | 26 | +100.0% | 0.00% | – |
| CRBN | New | iShares MSCI ACWI Low Carbon Tetf | $6,000 | – | 59 | +100.0% | 0.00% | – |
| KR | Kroger Co | $7,000 | -12.5% | 264 | 0.0% | 0.00% | -33.3% | |
| MET | Sell | MetLife Inc | $7,000 | -50.0% | 164 | -44.8% | 0.00% | -60.0% |
| MUFG | Buy | Mitsubishi UFJ Financial Groupadr | $5,000 | -16.7% | 952 | +4.2% | 0.00% | 0.0% |
| NFG | Sell | National Fuel Gas Co | $7,000 | -12.5% | 133 | -4.3% | 0.00% | -33.3% |
| NEU | NewMarket Corp | $5,000 | 0.0% | 12 | 0.0% | 0.00% | 0.0% | |
| ON | Buy | ON Semiconductor Corp | $5,000 | +66.7% | 318 | +103.8% | 0.00% | +100.0% |
| TROW | T. Rowe Price Group Inc | $7,000 | -12.5% | 75 | 0.0% | 0.00% | -33.3% | |
| PGR | New | Progressive Corp | $5,000 | – | 88 | +100.0% | 0.00% | – |
| QCOM | Buy | Qualcomm Inc | $6,000 | +50.0% | 100 | +81.8% | 0.00% | +100.0% |
| PWR | New | Quanta Services Inc | $5,000 | – | 150 | +100.0% | 0.00% | – |
| QD | Qudian Inc ADRadr | $5,000 | 0.0% | 1,050 | 0.0% | 0.00% | 0.0% | |
| DGX | New | Quest Diagnostics Inc | $5,000 | – | 65 | +100.0% | 0.00% | – |
| RELX | RELX PLC ADRadr | $5,000 | 0.0% | 250 | 0.0% | 0.00% | 0.0% | |
| SCHE | Buy | Schwab Emerging Markets Equityetf | $7,000 | +40.0% | 288 | +60.9% | 0.00% | 0.0% |
| FNDX | Sell | Schwab Fundamental U.S. Largeetf | $5,000 | -92.6% | 142 | -91.8% | 0.00% | -90.9% |
| XLB | Sell | Materials Select Sector SPDR Eetf | $5,000 | -83.9% | 96 | -81.8% | 0.00% | -80.0% |
| SPLK | Buy | Splunk Inc | $6,000 | +50.0% | 53 | +43.2% | 0.00% | +100.0% |
| SRCL | Buy | Stericycle Inc | $5,000 | -16.7% | 127 | +27.0% | 0.00% | 0.0% |
| VIV | Buy | Telefonica Brasil ADR Pfdpfd | $7,000 | +16.7% | 587 | +0.2% | 0.00% | 0.0% |
| TEX | Terex Corp | $6,000 | -33.3% | 215 | 0.0% | 0.00% | -33.3% | |
| TWTR | Sell | Twitter Inc | $7,000 | -12.5% | 254 | -5.2% | 0.00% | -33.3% |
| TWO | Buy | Two Harbors Investment Corp | $7,000 | -12.5% | 561 | +2.2% | 0.00% | -33.3% |
| UA | Sell | Under Armour Inc Class C | $5,000 | -16.7% | 298 | -1.7% | 0.00% | 0.0% |
| X | Buy | United States Steel Corp | $5,000 | -37.5% | 295 | +13.5% | 0.00% | -33.3% |
| ECOL | US Ecology Inc | $6,000 | -14.3% | 92 | 0.0% | 0.00% | 0.0% | |
| RTH | New | VanEck Vectors Retail ETFetf | $7,000 | – | 79 | +100.0% | 0.00% | – |
| VWO | Sell | Vanguard FTSE Emerging Marketsetf | $7,000 | -85.1% | 181 | -84.3% | 0.00% | -86.7% |
| VOYA | Buy | Voya Financial Inc | $7,000 | 0.0% | 184 | +31.4% | 0.00% | 0.0% |
| WHR | Buy | Whirlpool Corp | $6,000 | 0.0% | 57 | +5.6% | 0.00% | 0.0% |
| JCI | Sell | Johnson Controls International | $7,000 | -22.2% | 241 | -0.8% | 0.00% | -33.3% |
| LIN | New | Linde PLC | $6,000 | – | 37 | +100.0% | 0.00% | – |
| UBS | Buy | UBS Group AG | $7,000 | -22.2% | 548 | +1.3% | 0.00% | -33.3% |
| NXPI | New | NXP Semiconductors NV | $7,000 | – | 92 | +100.0% | 0.00% | – |
| HXL | New | Hexcel Corp New Com | $2,000 | – | 31 | +100.0% | 0.00% | – |
| QNST | New | QuinStreet Inc | $2,000 | – | 93 | +100.0% | 0.00% | – |
| QRTEA | New | Qurate Retail Group Inc | $2,000 | – | 93 | +100.0% | 0.00% | – |
| MS | Morgan Stanley | $2,000 | -33.3% | 59 | 0.0% | 0.00% | 0.0% | |
| RLI | RLI Corp | $4,000 | -20.0% | 60 | 0.0% | 0.00% | -50.0% | |
| MPWR | New | Monolithic Power Systems Inc | $2,000 | – | 21 | +100.0% | 0.00% | – |
| RJF | New | Raymond James Financial Inc | $2,000 | – | 27 | +100.0% | 0.00% | – |
| RYN | Rayonier Inc | $2,000 | 0.0% | 73 | 0.0% | 0.00% | 0.0% | |
| UTG | Buy | Reaves Utility Incomeclosed end | $3,000 | 0.0% | 109 | +0.9% | 0.00% | 0.0% |
| MU | Sell | Micron Technology Inc | $3,000 | -99.2% | 105 | -98.7% | 0.00% | -99.1% |
| RGA | New | Reinsurance Group of America I | $2,000 | – | 14 | +100.0% | 0.00% | – |
| RSG | Sell | Republic Services Inc Class A | $2,000 | -60.0% | 26 | -60.0% | 0.00% | -50.0% |
| MFGP | Micro Focus International PLCadr | $4,000 | 0.0% | 217 | 0.0% | 0.00% | 0.0% | |
| MMSI | Merit Medical Systems, Inc | $4,000 | 0.0% | 69 | 0.0% | 0.00% | 0.0% | |
| ROK | Rockwell Automation Inc | $3,000 | 0.0% | 17 | 0.0% | 0.00% | 0.0% | |
| MXIM | Maxim Integrated Products Inc | $2,000 | -33.3% | 48 | 0.0% | 0.00% | 0.0% | |
| SBAC | New | SBA Communications Corp | $4,000 | – | 22 | +100.0% | 0.00% | – |
| MBUU | Malibu Boats Inc Class A | $4,000 | -33.3% | 111 | 0.0% | 0.00% | -50.0% | |
| SPXC | New | SPX Corporation | $2,000 | – | 56 | +100.0% | 0.00% | – |
| LGFB | Lions Gate Entertainment Corp | $3,000 | -40.0% | 200 | 0.0% | 0.00% | -50.0% | |
| CWB | Buy | SPDR Blmbg Barclays Convert Seetf | $3,000 | 0.0% | 56 | +3.7% | 0.00% | 0.0% |
| LGFA | Lions Gate Entertainment Corp | $3,000 | -40.0% | 200 | 0.0% | 0.00% | -50.0% | |
| XRT | New | SPDR Series Trust S&P Retailetf | $3,000 | – | 82 | +100.0% | 0.00% | – |
| KBE | New | SPDR S&P Bank ETFetf | $4,000 | – | 109 | +100.0% | 0.00% | – |
| LLL | L3 Technologies Inc | $3,000 | -25.0% | 20 | 0.0% | 0.00% | 0.0% | |
| SSNC | SS&C Technologies Holdings Inc | $2,000 | 0.0% | 42 | 0.0% | 0.00% | 0.0% | |
| LKQ | New | LKQ Corp | $3,000 | – | 137 | +100.0% | 0.00% | – |
| LB | L Brands Inc | $4,000 | -20.0% | 168 | 0.0% | 0.00% | -50.0% | |
| KGC | New | Kinross Gold Corp Com No Par | $2,000 | – | 560 | +100.0% | 0.00% | – |
| SJT | San Juan Basin Royalty Trustunit trust | $2,000 | 0.0% | 500 | 0.0% | 0.00% | 0.0% | |
| KEYS | Keysight Technologies Inc | $3,000 | 0.0% | 51 | 0.0% | 0.00% | 0.0% | |
| KRNY | New | Kearny Financial Corp | $2,000 | – | 144 | +100.0% | 0.00% | – |
| KB | New | KB Financial Group Incorporateadr | $2,000 | – | 43 | +100.0% | 0.00% | – |
| JBL | Jabil Circuit Inc | $2,000 | 0.0% | 62 | 0.0% | 0.00% | 0.0% | |
| FLOT | New | iShares Floating Rate Bondetf | $3,000 | – | 50 | +100.0% | 0.00% | – |
| FNDE | New | Schwab Fundamental Emerging Maetf | $2,000 | – | 60 | +100.0% | 0.00% | – |
| FNDC | New | Schwab Fundamental Intl Sm Coetf | $2,000 | – | 53 | +100.0% | 0.00% | – |
| FNDF | New | Schwab Fundamental Internationetf | $4,000 | – | 146 | +100.0% | 0.00% | – |
| FNDA | New | Schwab Fundamental US Small Coetf | $3,000 | – | 91 | +100.0% | 0.00% | – |
| SUSA | New | iShares MSCI USA ESG Select ETetf | $2,000 | – | 21 | +100.0% | 0.00% | – |
| IBB | New | iShares Nasdaq Biotechnologyetf | $2,000 | – | 24 | +100.0% | 0.00% | – |
| EEMV | New | iSHARES MSCI Emerging Marketsetf | $3,000 | – | 50 | +100.0% | 0.00% | – |
| IQ | Buy | iQIYI Inc ADRadr | $3,000 | -25.0% | 202 | +41.3% | 0.00% | 0.0% |
| IPG | Interpublic Group of Companies | $2,000 | 0.0% | 99 | 0.0% | 0.00% | 0.0% | |
| ITGR | Integer Holdings Corp | $2,000 | 0.0% | 28 | 0.0% | 0.00% | 0.0% | |
| INFY | New | Infosys Tech Ltd Adradr | $2,000 | – | 193 | +100.0% | 0.00% | – |
| IEX | IDEX Corp | $2,000 | -33.3% | 18 | 0.0% | 0.00% | 0.0% | |
| SFLY | Shutterfly, Inc. | $2,000 | -50.0% | 62 | 0.0% | 0.00% | 0.0% | |
| SQM | New | Sociedad Quimica Minera De Chiadr | $4,000 | – | 100 | +100.0% | 0.00% | – |
| HTA | New | Healthcare Trust of America In | $3,000 | – | 125 | +100.0% | 0.00% | – |
| HBI | Hanesbrands Inc | $2,000 | -50.0% | 192 | 0.0% | 0.00% | 0.0% | |
| SSB | South State Corp | $2,000 | 0.0% | 26 | 0.0% | 0.00% | 0.0% | |
| SPAR | Spartan Motors | $3,000 | -50.0% | 415 | 0.0% | 0.00% | -50.0% | |
| STT | State Street Corp | $4,000 | -20.0% | 59 | 0.0% | 0.00% | -50.0% | |
| SPH | Suburban Propane Partners LPexchange traded | $4,000 | -20.0% | 200 | 0.0% | 0.00% | -50.0% | |
| GPRE | Green Plains Inc | $3,000 | -25.0% | 239 | 0.0% | 0.00% | 0.0% | |
| SUI | Sell | Sun Communities Inc | $4,000 | -33.3% | 41 | -26.8% | 0.00% | -50.0% |
| GG | New | Goldcorp Inc | $3,000 | – | 275 | +100.0% | 0.00% | – |
| GMED | Globus Medical Inc Class A | $3,000 | -25.0% | 76 | 0.0% | 0.00% | 0.0% | |
| GPN | New | Global PMTS Inc Com | $2,000 | – | 23 | +100.0% | 0.00% | – |
| GTX | Buy | Garrett Motion Inc | $3,000 | +50.0% | 275 | +159.4% | 0.00% | 0.0% |
| TTWO | Take-Two Interactive Software | $3,000 | -25.0% | 29 | 0.0% | 0.00% | 0.0% | |
| GGT | Gabelli Multimediaclosed end | $2,000 | 0.0% | 238 | 0.0% | 0.00% | 0.0% | |
| GLIBA | New | GCI Liberty Inc | $2,000 | – | 56 | +100.0% | 0.00% | – |
| GATX | New | GATX Corp | $2,000 | – | 27 | +100.0% | 0.00% | – |
| FUL | H.B. Fuller Company | $2,000 | 0.0% | 38 | 0.0% | 0.00% | 0.0% | |
| TDY | New | Teledyne Technologies Inc | $2,000 | – | 12 | +100.0% | 0.00% | – |
| TS | Buy | Tenaris SAadr | $4,000 | -20.0% | 199 | +24.4% | 0.00% | -50.0% |
| TEVA | Teva Pharmaceutical Industriesadr | $2,000 | -33.3% | 137 | 0.0% | 0.00% | 0.0% | |
| TKR | Timken Co | $2,000 | -33.3% | 53 | 0.0% | 0.00% | 0.0% | |
| FLR | New | Fluor Corp | $2,000 | – | 60 | +100.0% | 0.00% | – |
| FCFS | New | FirstCash Inc | $2,000 | – | 26 | +100.0% | 0.00% | – |
| FBT | New | First Trust NYSE Arca Biotechetf | $2,000 | – | 20 | +100.0% | 0.00% | – |
| ONEQ | Fidelity Nasdaq Composite Indxetf | $3,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% | |
| FDS | New | FactSet Research Systems, Inc. | $4,000 | – | 21 | +100.0% | 0.00% | – |
| FSK | New | FS Investment Corp | $2,000 | – | 482 | +100.0% | 0.00% | – |
| ABB | New | ABB Ltd ADRadr | $3,000 | – | 155 | +100.0% | 0.00% | – |
| EVR | Evercore Partners Inc | $2,000 | 0.0% | 22 | 0.0% | 0.00% | 0.0% | |
| ULTA | Ulta Salon Cosmetics & Fragran | $4,000 | -20.0% | 16 | 0.0% | 0.00% | -50.0% | |
| UNF | UniFirst Corp | $3,000 | 0.0% | 18 | 0.0% | 0.00% | 0.0% | |
| EME | EMCOR Group Inc | $2,000 | 0.0% | 31 | 0.0% | 0.00% | 0.0% | |
| EA | Electronic Arts Inc | $2,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% | |
| EVV | Buy | EV Limited Duration Incomeclosed end | $2,000 | 0.0% | 163 | +1.2% | 0.00% | 0.0% |
| EQT | New | EQT Corp | $2,000 | – | 132 | +100.0% | 0.00% | – |
| MTN | Vail Resorts Inc | $3,000 | -25.0% | 13 | 0.0% | 0.00% | 0.0% | |
| VALE | New | Vale SA ADRadr | $2,000 | – | 150 | +100.0% | 0.00% | – |
| DLR | New | Digital Realty Trust Inc | $3,000 | – | 32 | +100.0% | 0.00% | – |
| DRI | New | Darden Restaurants Inc | $2,000 | – | 17 | +100.0% | 0.00% | – |
| DHI | New | DR Horton Inc | $2,000 | – | 58 | +100.0% | 0.00% | – |
| CCK | Crown Holdings Inc | $3,000 | 0.0% | 71 | 0.0% | 0.00% | 0.0% | |
| CPRT | Sell | Copart Inc | $3,000 | -50.0% | 60 | -49.2% | 0.00% | -50.0% |
| CNDT | Buy | Conduent Inc | $2,000 | 0.0% | 160 | +60.0% | 0.00% | 0.0% |
| CAG | Conagra Brands Inc | $4,000 | -33.3% | 166 | 0.0% | 0.00% | -50.0% | |
| CLNE | Clean Energy Fuels Corp | $2,000 | -33.3% | 1,000 | 0.0% | 0.00% | 0.0% | |
| CNK | Cinemark Holdings Inc | $2,000 | 0.0% | 48 | 0.0% | 0.00% | 0.0% | |
| CHS | Chico's FAS Inc | $2,000 | -50.0% | 404 | 0.0% | 0.00% | 0.0% | |
| VOX | Sell | Vanguard Telecommunication Seretf | $3,000 | -88.0% | 34 | -88.0% | 0.00% | -87.5% |
| VREX | New | Varex Imaging Corp | $2,000 | – | 72 | +100.0% | 0.00% | – |
| CENTA | Central Garden & Pet Company A | $2,000 | 0.0% | 54 | 0.0% | 0.00% | 0.0% | |
| CENT | New | Central Garden & Pet Co | $2,000 | – | 44 | +100.0% | 0.00% | – |
| CNNE | New | Cannae Holdings, Inc | $2,000 | – | 106 | +100.0% | 0.00% | – |
| VOT | New | Vanguard Mid-Cap Growth ETFetf | $2,000 | – | 20 | +100.0% | 0.00% | – |
| CDNS | Cadence Design Systems Inc | $3,000 | 0.0% | 61 | 0.0% | 0.00% | 0.0% | |
| CBRE | New | CBRE Group Inc | $2,000 | – | 57 | +100.0% | 0.00% | – |
| BRKL | Brookline Bancorp Inc | $2,000 | 0.0% | 137 | 0.0% | 0.00% | 0.0% | |
| BLBD | Blue Bird Corp | $4,000 | -20.0% | 202 | 0.0% | 0.00% | -50.0% | |
| MQT | BlackRock MuniYield Quality IIclosed end | $4,000 | 0.0% | 376 | 0.0% | 0.00% | 0.0% | |
| VSM | Buy | Versum Materials Inc | $4,000 | +33.3% | 132 | +51.7% | 0.00% | 0.0% |
| VST | New | Vistra Energy Corp | $2,000 | – | 95 | +100.0% | 0.00% | – |
| VMW | Buy | VMware Inc | $4,000 | +33.3% | 26 | +44.4% | 0.00% | 0.0% |
| BKI | New | Black Knight Inc A | $3,000 | – | 66 | +100.0% | 0.00% | – |
| BMRN | Buy | Biomarin Pharmaceutical Inc | $3,000 | +50.0% | 38 | +123.5% | 0.00% | 0.0% |
| BANR | Banner Corp | $3,000 | 0.0% | 48 | 0.0% | 0.00% | 0.0% | |
| BCV | New | Bancroft Fundclosed end | $2,000 | – | 90 | +100.0% | 0.00% | – |
| WDC | Western Digital Corp | $2,000 | -50.0% | 60 | 0.0% | 0.00% | 0.0% | |
| ACLS | Axcelis Technologies Inc | $4,000 | 0.0% | 228 | 0.0% | 0.00% | 0.0% | |
| WRK | WestRock Co | $2,000 | -33.3% | 54 | 0.0% | 0.00% | 0.0% | |
| WY | New | Weyerhaeuser Co | $2,000 | – | 99 | +100.0% | 0.00% | – |
| WPM | Wheaton Precious Metals Corp | $4,000 | +33.3% | 200 | 0.0% | 0.00% | 0.0% | |
| WMB | Williams Companies Inc | $3,000 | -25.0% | 157 | 0.0% | 0.00% | 0.0% | |
| ADSK | New | Autodesk Inc | $3,000 | – | 26 | +100.0% | 0.00% | – |
| WWD | New | Woodward Inc | $2,000 | – | 24 | +100.0% | 0.00% | – |
| WYND | Buy | Wyndham Destinations Inc | $2,000 | 0.0% | 65 | +35.4% | 0.00% | 0.0% |
| WH | Buy | Wyndham Hotels & Resorts Inc | $4,000 | +33.3% | 91 | +89.6% | 0.00% | 0.0% |
| ARNA | Sell | Arena Pharmaceuticals Inc | $4,000 | -60.0% | 105 | -51.6% | 0.00% | -66.7% |
| XLNX | New | Xilinx Inc | $2,000 | – | 27 | +100.0% | 0.00% | – |
| XRX | Xerox Corporation | $3,000 | -25.0% | 153 | 0.0% | 0.00% | 0.0% | |
| ABEV | New | Ambev SA ADRadr | $2,000 | – | 397 | +100.0% | 0.00% | – |
| INFO | New | IHS Markit Ltd Class A | $4,000 | – | 80 | +100.0% | 0.00% | – |
| MRVL | Marvell Technology Group Ltd | $3,000 | 0.0% | 165 | 0.0% | 0.00% | 0.0% | |
| ALB | New | Albemarle Corp | $2,000 | – | 23 | +100.0% | 0.00% | – |
| APTV | Aptiv PLC | $2,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
| NOMD | New | Nomad Foods Ltd | $2,000 | – | 98 | +100.0% | 0.00% | – |
| NCLH | Norwegian Cruise Line Holdings | $3,000 | 0.0% | 59 | 0.0% | 0.00% | 0.0% | |
| ASIX | Buy | AdvanSix Inc | $2,000 | 0.0% | 68 | +21.4% | 0.00% | 0.0% |
| IDOG | Buy | ALPS International Sector Divetf | $4,000 | 0.0% | 161 | +0.6% | 0.00% | 0.0% |
| PRGO | Sell | Perrigo Co PLC | $4,000 | -81.0% | 100 | -66.7% | 0.00% | -85.7% |
| AFL | Aflac Inc | $2,000 | 0.0% | 48 | 0.0% | 0.00% | 0.0% | |
| CHKP | New | Check Point Software Technolog | $2,000 | – | 16 | +100.0% | 0.00% | – |
| SILC | Silicom Ltd | $4,000 | 0.0% | 108 | 0.0% | 0.00% | 0.0% | |
| ASML | New | ASML Holding NV ADRadr | $4,000 | – | 24 | +100.0% | 0.00% | – |
| FCAU | Fiat Chrysler Automobiles NV | $2,000 | 0.0% | 130 | 0.0% | 0.00% | 0.0% | |
| LYB | Sell | Lyondellbasell Industries NV | $3,000 | -70.0% | 37 | -61.1% | 0.00% | -66.7% |
| PRSP | Buy | Perspecta Inc Ordinary | $2,000 | 0.0% | 138 | +106.0% | 0.00% | 0.0% |
| PK | New | Park Hotels & Resorts Inc | $2,000 | – | 94 | +100.0% | 0.00% | – |
| FRSH | Papa Murphy's Holdings Inc | $3,000 | 0.0% | 625 | 0.0% | 0.00% | 0.0% | |
| PTC | PTC Inc | $2,000 | -33.3% | 27 | 0.0% | 0.00% | 0.0% | |
| OSUR | OraSure Technologies Inc | $2,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% | |
| PAH | New | Platform Specialty Products Co | $2,000 | – | 194 | +100.0% | 0.00% | – |
| NUE | Nucor Corp | $2,000 | 0.0% | 33 | 0.0% | 0.00% | 0.0% | |
| NKE | Buy | Nike Inc Class B | $2,000 | +100.0% | 28 | +250.0% | 0.00% | – |
| NICE | Sell | NICE-Systems Ltd ADRadr | $3,000 | -66.7% | 26 | -66.2% | 0.00% | -66.7% |
| NTES | New | NetEase Incorporatedadr | $2,000 | – | 10 | +100.0% | 0.00% | – |
| MSI | Sell | Motorola Solutions Inc | $3,000 | -62.5% | 28 | -52.5% | 0.00% | -66.7% |
| FSLR | New | First Solar Inc | $1,000 | – | 20 | +100.0% | 0.00% | – |
| AROC | Sell | Archrock Inc | $1,000 | -97.5% | 164 | -95.0% | 0.00% | -100.0% |
| EBND | New | SPDR Barclays Capital EM Localetf | $0 | – | 9 | +100.0% | 0.00% | – |
| ARCH | New | Arch Coal Inc | $1,000 | – | 9 | +100.0% | 0.00% | – |
| XTN | New | SPDR S&P Transportation ETFetf | $1,000 | – | 13 | +100.0% | 0.00% | – |
| BATRK | Buy | Liberty Media Corp | $1,000 | – | 55 | +5400.0% | 0.00% | – |
| LSXMK | Buy | Liberty Media Corp Series C | $1,000 | 0.0% | 40 | +122.2% | 0.00% | – |
| YPF | New | YPF Sociedad Anonima ADRadr | $1,000 | – | 93 | +100.0% | 0.00% | – |
| LENB | Lennar Corp Cl B | $1,000 | 0.0% | 19 | 0.0% | 0.00% | – | |
| LDOS | New | Leidos Holdings Inc | $1,000 | – | 25 | +100.0% | 0.00% | – |
| APPN | Appian Corp A | $0 | – | 10 | 0.0% | 0.00% | – | |
| AR | New | Antero Resources Corp | $0 | – | 39 | +100.0% | 0.00% | – |
| AMX | New | America Movil SAB de CV ADRadr | $1,000 | – | 103 | +100.0% | 0.00% | – |
| PENN | New | Penn National Gaming Inc | $1,000 | – | 77 | +100.0% | 0.00% | – |
| SBRA | New | Sabra Health Care REIT Inc | $1,000 | – | 34 | +100.0% | 0.00% | – |
| ALLY | New | Ally Financial Inc | $1,000 | – | 54 | +100.0% | 0.00% | – |
| KE | New | Kimball Electronics Inc | $1,000 | – | 35 | +100.0% | 0.00% | – |
| MDRX | New | Allscripts Healthcare Solution | $1,000 | – | 57 | +100.0% | 0.00% | – |
| KBAL | New | Kimball International Inc Clas | $0 | – | 34 | +100.0% | 0.00% | – |
| SSL | New | Sasol Ltd ADRadr | $0 | – | 17 | +100.0% | 0.00% | – |
| ATI | New | Allegheny Technologies Inc | $1,000 | – | 56 | +100.0% | 0.00% | – |
| KEY | New | KeyCorp | $1,000 | – | 97 | +100.0% | 0.00% | – |
| ALBO | Albireo Pharma Inc | $1,000 | -50.0% | 49 | 0.0% | 0.00% | -100.0% | |
| KLXE | New | KLX Energy Services Holdings I | $0 | – | 15 | +100.0% | 0.00% | – |
| WFTIQ | New | Weatherford International PLC | $0 | – | 150 | +100.0% | 0.00% | – |
| JAX | New | J. Alexander's Holdings Inc A | $1,000 | – | 103 | +100.0% | 0.00% | – |
| ITUB | Sell | Itau Unibanco Holding SA ADR Padr | $1,000 | -97.7% | 121 | -97.0% | 0.00% | -100.0% |
| PBR | New | Petroleo Brasileiro SA Petrobradr | $1,000 | – | 80 | +100.0% | 0.00% | – |
| NEBLQ | New | Noble Corp PLC | $0 | – | 80 | +100.0% | 0.00% | – |
| EWW | New | iShares MSCI Mexico Inves Cappetf | $0 | – | 12 | +100.0% | 0.00% | – |
| SCHH | Sell | Schwab US REIT ETFetf | $1,000 | -87.5% | 24 | -87.4% | 0.00% | -100.0% |
| SCHR | New | Schwab Intermediate-Term US Tretf | $1,000 | – | 13 | +100.0% | 0.00% | – |
| SCHC | Sell | Schwab International Small-Capetf | $1,000 | -83.3% | 41 | -76.4% | 0.00% | -100.0% |
| SMG | New | Scotts Miracle Gro Co Class A | $1,000 | – | 17 | +100.0% | 0.00% | – |
| EWP | New | iShares MSCI Spain Cappedetf | $1,000 | – | 35 | +100.0% | 0.00% | – |
| EIS | iShares MSCI Israel Cappedetf | $0 | -100.0% | 10 | 0.0% | 0.00% | – | |
| PHI | New | PLDT Inc ADRadr | $0 | – | 22 | +100.0% | 0.00% | – |
| NVT | Buy | nVent Electric PLC | $1,000 | 0.0% | 43 | +79.2% | 0.00% | – |
| RZG | New | Invesco S&P SmallCap 600 Pureetf | $1,000 | – | 10 | +100.0% | 0.00% | – |
| IPI | Intrepid Potash Inc | $1,000 | 0.0% | 250 | 0.0% | 0.00% | – | |
| PNR | Sell | Pentair PLC | $0 | -100.0% | 12 | -50.0% | 0.00% | – |
| NFX | New | Newfield Exploration Co | $1,000 | – | 36 | +100.0% | 0.00% | – |
| IART | Integra Lifesciences Holdings | $1,000 | -50.0% | 31 | 0.0% | 0.00% | -100.0% | |
| OGS | New | ONE Gas, Inc. | $0 | – | 6 | +100.0% | 0.00% | – |
| IRT | New | Independence Realty Trust Inc | $1,000 | – | 125 | +100.0% | 0.00% | – |
| OMED | OncoMed Pharmaceuticals Inc | $0 | -100.0% | 380 | 0.0% | 0.00% | – | |
| IBN | New | ICICI Bank Ltd ADRadr | $1,000 | – | 80 | +100.0% | 0.00% | – |
| HLI | New | Houlihan Lokey Inc | $1,000 | – | 35 | +100.0% | 0.00% | – |
| SHG | New | Shinhan Financial Group Companadr | $1,000 | – | 33 | +100.0% | 0.00% | – |
| OKTA | Okta Inc A | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
| SLP | New | Simulations Plus Inc | $1,000 | – | 38 | +100.0% | 0.00% | – |
| HMN | New | Horace Mann Educators CP | $1,000 | – | 34 | +100.0% | 0.00% | – |
| SITC | New | SITE Centers Corp | $0 | – | 33 | +100.0% | 0.00% | – |
| HOPE | Sell | Hope Bancorp Inc | $1,000 | -50.0% | 105 | -12.5% | 0.00% | -100.0% |
| HRTX | Heron Therapeutics Inc | $1,000 | -50.0% | 50 | 0.0% | 0.00% | -100.0% | |
| HL | Hecla Mining Co | $0 | – | 6 | 0.0% | 0.00% | – | |
| FWONA | Exit | Liberty Media Group A | $0 | – | -2 | -100.0% | 0.00% | – |
| RIG | New | Transocean Ltd | $0 | – | 35 | +100.0% | 0.00% | – |
| SON | New | Sonoco Products Co | $1,000 | – | 25 | +100.0% | 0.00% | – |
| NEWR | New Relic Inc | $0 | – | 5 | 0.0% | 0.00% | – | |
| BID | Sothebys Class A | $1,000 | 0.0% | 28 | 0.0% | 0.00% | – | |
| SJI | New | South Jersey Industries Inc | $1,000 | – | 31 | +100.0% | 0.00% | – |
| MOS | New | Mosaic Co | $1,000 | – | 35 | +100.0% | 0.00% | – |
| HBB | New | Hamilton Beach Brands Holding | $1,000 | – | 37 | +100.0% | 0.00% | – |
| ACCO | New | ACCO Brands Corp | $1,000 | – | 80 | +100.0% | 0.00% | – |
| GES | New | Guess Inc Com | $1,000 | – | 28 | +100.0% | 0.00% | – |
| SPR | Spirit AeroSystems Holdings In | $1,000 | 0.0% | 12 | 0.0% | 0.00% | – | |
| GRFS | New | Grifols SA ADRadr | $1,000 | – | 29 | +100.0% | 0.00% | – |
| SRT | New | StarTek Inc | $0 | – | 48 | +100.0% | 0.00% | – |
| PCOM | New | Points International Ltd | $0 | – | 43 | +100.0% | 0.00% | – |
| STL | New | Sterling Bancorp | $1,000 | – | 54 | +100.0% | 0.00% | – |
| GHL | New | Greenhill & Co Inc | $1,000 | – | 31 | +100.0% | 0.00% | – |
| DNOW | New | NOW Inc | $0 | – | 15 | +100.0% | 0.00% | – |
| PBPB | New | Potbelly Corporation | $0 | – | 50 | +100.0% | 0.00% | – |
| YNDX | New | Yandex NV | $1,000 | – | 20 | +100.0% | 0.00% | – |
| SXC | New | SunCoke Energy Inc | $1,000 | – | 61 | +100.0% | 0.00% | – |
| TESS | New | Tessco Technologies | $1,000 | – | 46 | +100.0% | 0.00% | – |
| GGB | New | Gerdau S A ADRadr | $1,000 | – | 200 | +100.0% | 0.00% | – |
| GCP | New | GCP Applied Technologies Inc | $1,000 | – | 42 | +100.0% | 0.00% | – |
| TX | New | Ternium ADRadr | $1,000 | – | 25 | +100.0% | 0.00% | – |
| FTRCQ | Sell | Frontier Communications Corp C | $0 | – | 23 | -39.5% | 0.00% | – |
| FMS | New | Fresenius Medical Care AG & Coadr | $1,000 | – | 28 | +100.0% | 0.00% | – |
| FCX | Sell | Freeport-McMoRan Inc | $1,000 | -66.7% | 90 | -62.0% | 0.00% | -100.0% |
| FMX | New | Fomento Economico Mexicano SABadr | $1,000 | – | 6 | +100.0% | 0.00% | – |
| TIF | Tiffany & Co | $0 | -100.0% | 5 | 0.0% | 0.00% | – | |
| TMDI | Buy | Titan Medical Inc | $0 | – | 117 | +0.9% | 0.00% | – |
| SVVC | Firsthand Technology Value Funclosed end | $0 | – | 20 | 0.0% | 0.00% | – | |
| TDG | TransDigm Group Inc | $1,000 | 0.0% | 4 | 0.0% | 0.00% | – | |
| THS | New | Treehouse Foods Inc | $1,000 | – | 28 | +100.0% | 0.00% | – |
| TPCO | New | Tribune Publishing Co | $0 | – | 38 | +100.0% | 0.00% | – |
| TRIP | New | TripAdvisor Inc | $1,000 | – | 10 | +100.0% | 0.00% | – |
| ULTI | Exit | Ultimate Software Group Inc | $0 | – | -2 | -100.0% | 0.00% | – |
| EMESQ | New | Emerge Energy Services LP | $1,000 | – | 500 | +100.0% | 0.00% | – |
| CLDX | Exit | Celldex Therapeutics Inc | $0 | – | -8 | -100.0% | 0.00% | – |
| UL | New | Unilever PLC ADRadr | $1,000 | – | 20 | +100.0% | 0.00% | – |
| MAA | Exit | Mid-Amer Apt Communities | $0 | – | -14 | -100.0% | 0.00% | – |
| UIS | New | Unisys Corp | $0 | – | 24 | +100.0% | 0.00% | – |
| UNFI | New | United Natural Foods Inc | $0 | – | 35 | +100.0% | 0.00% | – |
| ERI | New | Eldorado Resorts Inc | $1,000 | – | 33 | +100.0% | 0.00% | – |
| FWONK | Exit | Liberty Media Group C | $0 | – | -4 | -100.0% | 0.00% | – |
| DRRX | Durect Corp | $0 | -100.0% | 676 | 0.0% | 0.00% | – | |
| DIN | New | DineEquity Inc | $1,000 | – | 19 | +100.0% | 0.00% | – |
| UTMD | New | Utah Medical Products, Inc | $1,000 | – | 9 | +100.0% | 0.00% | – |
| VFC | Sell | VF Corp | $1,000 | -66.7% | 11 | -60.7% | 0.00% | -100.0% |
| DVN | New | Devon Energy Corp | $1,000 | – | 50 | +100.0% | 0.00% | – |
| DERM | New | Dermira Inc | $1,000 | – | 142 | +100.0% | 0.00% | – |
| EMLC | New | VanEck Vectors JP Morgan EM LCetf | $0 | – | 13 | +100.0% | 0.00% | – |
| DAL | Delta Air Lines Inc | $1,000 | 0.0% | 14 | 0.0% | 0.00% | – | |
| DSW | New | DSW Inc | $0 | – | 13 | +100.0% | 0.00% | – |
| CONE | New | CyrusOne Inc | $1,000 | – | 18 | +100.0% | 0.00% | – |
| CBRL | Cracker Barrel Old Country Sto | $1,000 | 0.0% | 5 | 0.0% | 0.00% | – | |
| CRVL | New | Corvel Corp | $1,000 | – | 17 | +100.0% | 0.00% | – |
| VNQI | New | Vanguard Global ex-US Real Estetf | $1,000 | – | 12 | +100.0% | 0.00% | – |
| CEIX | New | CONSOL Energy Inc Ordinary Sha | $1,000 | – | 27 | +100.0% | 0.00% | – |
| GDI | Exit | Gardner Denver Holdings Inc | $0 | – | -25 | -100.0% | 0.00% | – |
| MIK | Exit | The Michaels Companies Inc | $0 | – | -86 | -100.0% | 0.00% | – |
| CLBK | New | Columbia Financial Inc | $1,000 | – | 58 | +100.0% | 0.00% | – |
| CBB | Cincinnati Bell Inc | $0 | -100.0% | 36 | 0.0% | 0.00% | – | |
| CC | The Chemours Co | $1,000 | -50.0% | 40 | 0.0% | 0.00% | -100.0% | |
| VCSH | New | Vanguard Short-Term Corporateetf | $1,000 | – | 10 | +100.0% | 0.00% | – |
| LUMN | Sell | CenturyLink Inc | $1,000 | -50.0% | 77 | -28.7% | 0.00% | -100.0% |
| VAR | New | Varian Medical Systems Inc | $1,000 | – | 7 | +100.0% | 0.00% | – |
| VEC | Vectrus Inc | $0 | – | 10 | 0.0% | 0.00% | – | |
| CRCQQ | New | California Resources Corp | $0 | – | 2 | +100.0% | 0.00% | – |
| THO | Exit | Thor Industries Inc | $0 | – | -16 | -100.0% | 0.00% | – |
| CZR | New | Caesars Entertainment Corp | $1,000 | – | 85 | +100.0% | 0.00% | – |
| CBT | New | Cabot Corp | $1,000 | – | 25 | +100.0% | 0.00% | – |
| CEO | New | CNOOC Ltd ADRadr | $1,000 | – | 9 | +100.0% | 0.00% | – |
| BKE | New | Buckle Inc | $1,000 | – | 28 | +100.0% | 0.00% | – |
| BHF | Buy | Brighthouse Financial Inc | $1,000 | – | 28 | +600.0% | 0.00% | – |
| BXP | New | Boston Properties Inc | $1,000 | – | 11 | +100.0% | 0.00% | – |
| BWA | New | BorgWarner Inc | $1,000 | – | 37 | +100.0% | 0.00% | – |
| VRA | New | Vera Bradley Inc | $0 | – | 31 | +100.0% | 0.00% | – |
| BB | New | Blackberry Ltd | $0 | – | 40 | +100.0% | 0.00% | – |
| AGCO | Exit | Agco Corp | $0 | – | -23 | -100.0% | 0.00% | – |
| BEAT | New | Biotelemetry Inc | $1,000 | – | 22 | +100.0% | 0.00% | – |
| WEC | New | WEC Energy Group Inc | $1,000 | – | 21 | +100.0% | 0.00% | – |
| BLCM | Bellicum Pharmaceuticals Inc | $1,000 | -50.0% | 350 | 0.0% | 0.00% | -100.0% | |
| BNED | New | Barnes & Novle Education Inc | $0 | – | 88 | +100.0% | 0.00% | – |
| BMA | New | Macro Bank Inc ADRadr | $1,000 | – | 15 | +100.0% | 0.00% | – |
| S | Exit | Sprint Corp | $0 | – | -125 | -100.0% | 0.00% | – |
| BWXT | New | BWX Technologies Inc | $1,000 | – | 20 | +100.0% | 0.00% | – |
| WPRT | New | Westport Innovations Inc | $0 | – | 321 | +100.0% | 0.00% | – |
| MOGA | New | Moog Inc Class A | $1,000 | – | 16 | +100.0% | 0.00% | – |
| RES | New | RPC Inc | $0 | – | 43 | +100.0% | 0.00% | – |
| RYAM | New | Rayonier Advanced Materials In | $1,000 | – | 91 | +100.0% | 0.00% | – |
| MC | Moelis & Company Class A | $1,000 | -50.0% | 28 | 0.0% | 0.00% | -100.0% | |
| MBT | New | Mobile Telesystems OJSC ADRadr | $1,000 | – | 136 | +100.0% | 0.00% | – |
| MPO | New | Midstates Petroleum Co Inc | $0 | – | 57 | +100.0% | 0.00% | – |
| AVYA | New | Avaya Holdings Corp | $1,000 | – | 91 | +100.0% | 0.00% | – |
| AVNS | Sell | Avanos Medical Inc | $1,000 | -83.3% | 24 | -72.1% | 0.00% | -100.0% |
| MPW | New | Medical Properties Trust Inc | $1,000 | – | 79 | +100.0% | 0.00% | – |
| RIOT | Riot Blockchain | $0 | – | 1 | 0.0% | 0.00% | – | |
| ARW | New | Arrow Electronics Inc | $1,000 | – | 18 | +100.0% | 0.00% | – |
| MAS | New | Masco Corp | $1,000 | – | 28 | +100.0% | 0.00% | – |
| MCHX | New | Marchex Inc. | $0 | – | 142 | +100.0% | 0.00% | – |
| R | New | Ryder System Inc | $1,000 | – | 16 | +100.0% | 0.00% | – |
| MNKD | MannKind Corp | $0 | – | 200 | 0.0% | 0.00% | – | |
| AFI | New | Armstrong Flooring Inc | $0 | – | 39 | +100.0% | 0.00% | – |
| MKSI | MKS Instruments Inc | $1,000 | -50.0% | 20 | 0.0% | 0.00% | -100.0% | |
| LL | New | Lumber Liquidators Holdings In | $1,000 | – | 80 | +100.0% | 0.00% | – |
| LOGM | LogMeIn Inc | $1,000 | -50.0% | 17 | 0.0% | 0.00% | -100.0% | |
| CLVS | Exit | Clovis Oncology Inc | $0 | – | -57 | -100.0% | -0.00% | – |
| WSO | Exit | Watsco Inc | $0 | – | -12 | -100.0% | -0.00% | – |
| TRV | Exit | Travelers Companies Inc | $0 | – | -25 | -100.0% | -0.00% | – |
| DLS | Exit | WisdomTree International Smalletf | $0 | – | -48 | -100.0% | -0.00% | – |
| ICLR | Exit | Icon PLC | $0 | – | -19 | -100.0% | -0.00% | – |
| CRCM | Exit | Care.com Inc | $0 | – | -163 | -100.0% | -0.00% | – |
| DOX | Exit | Amdocs Ltd | $0 | – | -64 | -100.0% | -0.00% | – |
| FISV | Exit | Fiserv Inc | $0 | – | -32 | -100.0% | -0.00% | – |
| ALGN | Exit | Align Technology Inc | $0 | – | -8 | -100.0% | -0.00% | – |
| CHI | Exit | Calamos Convertible Opps & Incclosed end | $0 | – | -230 | -100.0% | -0.00% | – |
| LAMR | Exit | Lamar Advertising Co Class A | $0 | – | -37 | -100.0% | -0.00% | – |
| AFG | Exit | American Financial Group Inc | $0 | – | -27 | -100.0% | -0.00% | – |
| PX | Exit | Praxair Inc | $0 | – | -17 | -100.0% | -0.00% | – |
| HGV | Exit | Hilton Grand Vacations Inc | $0 | – | -69 | -100.0% | -0.00% | – |
| AVY | Exit | Avery Dennison Corp | $0 | – | -23 | -100.0% | -0.00% | – |
| DECK | Exit | Deckers Outdoor Corp | $0 | – | -27 | -100.0% | -0.00% | – |
| NBL | Exit | Noble Energy Inc | $0 | – | -143 | -100.0% | -0.00% | – |
| HQH | Exit | H & Q Healthcare Investorsclosed end | $0 | – | -73 | -100.0% | -0.00% | – |
| AEE | Exit | Ameren Corp | $0 | – | -53 | -100.0% | -0.00% | – |
| G | Exit | Genpact Ltd | $0 | – | -72 | -100.0% | -0.00% | – |
| CUBE | Exit | CubeSmart | $0 | – | -77 | -100.0% | -0.00% | – |
| CDW | Exit | CDW Corp | $0 | – | -33 | -100.0% | -0.00% | – |
| LSXMA | Exit | Liberty Media Corp Series A | $0 | – | -43 | -100.0% | -0.00% | – |
| WWE | Exit | World Wrestling Entertainment | $0 | – | -32 | -100.0% | -0.00% | – |
| VRSK | Exit | Verisk Analytics Inc | $0 | – | -22 | -100.0% | -0.00% | – |
| BRO | Exit | Brown & Brown Inc | $0 | – | -119 | -100.0% | -0.00% | – |
| HELE | Exit | Helen of Troy Ltd | $0 | – | -31 | -100.0% | -0.00% | – |
| RGR | Exit | Sturm, Ruger & Company | $0 | – | -90 | -100.0% | -0.00% | – |
| AOBC | Exit | American Outdoor Brands Corp | $0 | – | -455 | -100.0% | -0.00% | – |
| BAH | Exit | Booz Allen Hamilton Holding Co | $0 | – | -140 | -100.0% | -0.00% | – |
| AZO | Exit | AutoZone Inc | $0 | – | -6 | -100.0% | -0.00% | – |
| FNF | Exit | Fidelity National Financial In | $0 | – | -182 | -100.0% | -0.00% | – |
| CNQ | Exit | Canadian Natural Resources Ltd | $0 | – | -183 | -100.0% | -0.00% | – |
| FIS | Exit | Fidelity National Information | $0 | – | -67 | -100.0% | -0.00% | – |
| HYS | Exit | PIMCO 0-5 Year Hi Yid Corp Bonetf | $0 | – | -51 | -100.0% | -0.00% | – |
| NZF | Exit | Nuveen Dividend Advantage Municlosed end | $0 | – | -347 | -100.0% | -0.00% | – |
| MHD | Exit | BlackRock MuniHoldings Fd Incclosed end | $0 | – | -330 | -100.0% | -0.00% | – |
| MFL | Exit | BlackRock MuniHoldings Inv Qtyclosed end | $0 | – | -785 | -100.0% | -0.00% | – |
| ROST | Exit | Ross Stores Inc | $0 | – | -80 | -100.0% | -0.00% | – |
| GOLD | Exit | Barrick Gold Corp | $0 | – | -854 | -100.0% | -0.00% | – |
| CI | Exit | Cigna Corp | $0 | – | -50 | -100.0% | -0.00% | – |
| SGOL | Exit | ETFS Physical Swiss Goldetf | $0 | – | -73 | -100.0% | -0.00% | – |
| NEA | Exit | Nuveen AMT-Free Quality Muni Iclosed end | $0 | – | -706 | -100.0% | -0.00% | – |
| TSS | Exit | Total System Services Inc | $0 | – | -76 | -100.0% | -0.00% | – |
| BGCP | Exit | BGC Partners Inc | $0 | – | -1,000 | -100.0% | -0.00% | – |
| HAS | Exit | Hasbro Inc | $0 | – | -108 | -100.0% | -0.00% | – |
| ALLE | Exit | Allegion PLC | $0 | – | -154 | -100.0% | -0.01% | – |
| FGPRQ | Exit | Ferrellgas Partners LPexchange traded | $0 | – | -6,289 | -100.0% | -0.01% | – |
| PBW | Exit | Invesco WilderHill Clean Energetf | $0 | – | -700 | -100.0% | -0.01% | – |
| SPEM | Exit | SPDR Portfolio Energing Marketetf | $0 | – | -514 | -100.0% | -0.01% | – |
| TSN | Exit | Tyson Foods Inc Class A | $0 | – | -349 | -100.0% | -0.01% | – |
| RY | Exit | Royal Bank of Canada | $0 | – | -300 | -100.0% | -0.01% | – |
| PDCO | Exit | Patterson Companies Inc | $0 | – | -1,000 | -100.0% | -0.01% | – |
| FLS | Exit | Flowserve Corp | $0 | – | -452 | -100.0% | -0.01% | – |
| SPDW | Exit | SPDR Portfolio Developed Wld Eetf | $0 | – | -876 | -100.0% | -0.01% | – |
| TTEK | Exit | Tetra Tech Inc | $0 | – | -400 | -100.0% | -0.01% | – |
| WSR | Exit | Whitestone REIT Class B | $0 | – | -2,000 | -100.0% | -0.01% | – |
| BPL | Exit | Buckeye Partners LPexchange traded | $0 | – | -765 | -100.0% | -0.01% | – |
| LVS | Exit | Las Vegas Sands Corp | $0 | – | -467 | -100.0% | -0.01% | – |
| EWZ | Exit | iShares MSCI Brazil Cappedetf | $0 | – | -849 | -100.0% | -0.01% | – |
| CP | Exit | Canadian Pacific Railway Ltd | $0 | – | -150 | -100.0% | -0.01% | – |
| AEP | Exit | American Electric Power Co Inc | $0 | – | -434 | -100.0% | -0.01% | – |
| NS | Exit | NuStar Energy, L.P.exchange traded | $0 | – | -1,275 | -100.0% | -0.01% | – |
| TRUP | Exit | Trupanion Inc | $0 | – | -1,000 | -100.0% | -0.01% | – |
| SFIX | Exit | Stitch Fix Inc Class A | $0 | – | -1,005 | -100.0% | -0.01% | – |
| GDV | Exit | Gabelli Dividend & Incomeclosed end | $0 | – | -1,850 | -100.0% | -0.01% | – |
| HEP | Exit | Holly Energy Partners LPexchange traded | $0 | – | -1,440 | -100.0% | -0.02% | – |
| IR | Exit | Ingersoll-Rand PLC | $0 | – | -464 | -100.0% | -0.02% | – |
| JPST | Exit | JPMorgan Ultra-Short Income ETetf | $0 | – | -956 | -100.0% | -0.02% | – |
| DVMT | Exit | Dell Technologies Inc V | $0 | – | -502 | -100.0% | -0.02% | – |
| QUAL | Exit | iShares Edge MSCI USA Qualityetf | $0 | – | -553 | -100.0% | -0.02% | – |
| LQD | Exit | iShares iBoxx $ Invst Grade Cretf | $0 | – | -431 | -100.0% | -0.02% | – |
| ESRX | Exit | Express Scripts | $0 | – | -616 | -100.0% | -0.02% | – |
| BNS | Exit | Bank of Nova Scotia | $0 | – | -1,137 | -100.0% | -0.02% | – |
| VRP | Exit | Invesco Variable Rate Preferreetf | $0 | – | -2,785 | -100.0% | -0.02% | – |
| ITOT | Exit | iShares Core S&P Total US Stocetf | $0 | – | -1,092 | -100.0% | -0.02% | – |
| AET | Exit | Aetna Inc | $0 | – | -377 | -100.0% | -0.02% | – |
| SPAB | Exit | SPDR Portfolio Aggregate Bondetf | $0 | – | -3,709 | -100.0% | -0.03% | – |
| ASH | Exit | Ashland Global Holdings Inc | $0 | – | -1,200 | -100.0% | -0.03% | – |
| MMP | Exit | Magellan Midstream Partners LPexchange traded | $0 | – | -1,874 | -100.0% | -0.04% | – |
| NVG | Exit | Nuveen AMT-Free Muni Credit Inclosed end | $0 | – | -12,352 | -100.0% | -0.06% | – |
| CM | Exit | Canadian Imperial Bank of Comm | $0 | – | -1,965 | -100.0% | -0.06% | – |
| SPTM | Exit | SPDR Portfolio Total Stock Maretf | $0 | – | -5,885 | -100.0% | -0.07% | – |
| KWEB | Exit | KraneShares CSI China Internetetf | $0 | – | -5,000 | -100.0% | -0.08% | – |
| ETP | Exit | Energy Transfer Partners LPexchange traded | $0 | – | -11,101 | -100.0% | -0.08% | – |
| MAN | Exit | ManpowerGroup | $0 | – | -7,403 | -100.0% | -0.21% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-01-29
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| PEPSICO INC COM | 42 | Q3 2023 | 21.8% |
| DTE Energy Holding Company | 42 | Q3 2023 | 11.7% |
| STRYKER CORPORATION COM | 42 | Q3 2023 | 9.0% |
| SPDR GOLD SHARES | 42 | Q3 2023 | 46.6% |
| SPDR S&P 500 ETF TRUST | 42 | Q3 2023 | 6.5% |
| YUM BRANDS INC COM | 42 | Q3 2023 | 8.1% |
| APPLE INC COM | 42 | Q3 2023 | 5.2% |
| iShares S&P 500 Index | 42 | Q3 2023 | 6.2% |
| JOHNSON & JOHNSON COM | 42 | Q3 2023 | 4.3% |
| Microsoft Corporation | 42 | Q3 2023 | 2.6% |
View Plante Moran Financial Advisors, LLC's complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| RYDEX ETF TRUST | April 28, 2009 | 103,350 | 2.2% |
View Plante Moran Financial Advisors, LLC's complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-05 |
| 13F-HR | 2023-11-07 |
| 13F-HR | 2023-08-07 |
| 13F-HR | 2023-05-08 |
| 13F-HR | 2023-02-09 |
| 13F-HR | 2022-11-02 |
| 13F-HR | 2022-08-02 |
| 13F-HR | 2022-05-06 |
| 13F-HR | 2022-02-09 |
| 13F-HR | 2021-11-08 |
View Plante Moran Financial Advisors, LLC'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.