$285 Million is the total value of Plante Moran Financial Advisors, LLC's 907 reported holdings in Q3 2020. The portfolio turnover from Q2 2020 to Q3 2020 was 39.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| PEP | Sell | PEPSICO INC COMstock | $53,271,000 | +2.8% | 384,348 | -1.9% | 18.72% | -9.5% |
| SYK | Sell | STRYKER CORP COMstock | $24,138,000 | +15.0% | 115,844 | -0.5% | 8.48% | +1.3% |
| YUM | Sell | YUM BRANDS INC COMstock | $17,587,000 | +0.3% | 192,624 | -4.5% | 6.18% | -11.7% |
| AAPL | Buy | APPLE INC COMstock | $14,792,000 | +40.5% | 127,723 | +342.7% | 5.20% | +23.7% |
| YUMC | Sell | YUM CHINA HLDGS INC COMstock | $10,070,000 | +6.8% | 190,183 | -3.0% | 3.54% | -5.9% |
| VOO | Buy | VANGUARD S&P 500 ETFetf | $9,179,000 | +335.4% | 29,837 | +301.3% | 3.22% | +283.5% |
| SPY | Sell | SPDR S&P 500 ETFetf | $9,068,000 | -0.2% | 27,077 | -8.1% | 3.19% | -12.1% |
| BRKA | BERKSHIRE HATHAWAY INC DEL CL Astock | $7,040,000 | +19.7% | 22 | 0.0% | 2.47% | +5.4% | |
| MSFT | Buy | MICROSOFT CORP COMstock | $6,919,000 | +6.1% | 32,894 | +2.7% | 2.43% | -6.6% |
| IVV | Buy | ISHARES CORE S&P 500 ETFetf | $5,622,000 | +19.8% | 16,729 | +10.4% | 1.98% | +5.4% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DEL CL B NEWstock | $3,614,000 | +19.6% | 16,974 | +0.2% | 1.27% | +5.3% |
| AMZN | Buy | AMAZON COM INC COMstock | $3,120,000 | +28.3% | 991 | +12.5% | 1.10% | +13.0% |
| VUG | Sell | VANGUARD GROWTH INDEX FUNDetf | $3,076,000 | +9.2% | 13,515 | -3.1% | 1.08% | -3.8% |
| GLD | Buy | SPDR GOLD SHARESetf | $2,645,000 | +10.7% | 14,934 | +4.6% | 0.93% | -2.6% |
| MRK | Buy | MERCK & CO INC COMstock | $2,529,000 | +333.8% | 30,490 | +304.3% | 0.89% | +281.5% |
| NOC | NORTHROP GRUMMAN CORP COMstock | $2,477,000 | +2.6% | 7,852 | 0.0% | 0.87% | -9.7% | |
| SCHB | Sell | SCHWAB U.S. BROAD MARKET ETFetf | $2,294,000 | -10.4% | 28,806 | -17.4% | 0.81% | -21.1% |
| VEA | Buy | VANGUARD FTSE DEVELOPED MARKETS ETFetf | $2,291,000 | +850.6% | 56,005 | +800.4% | 0.80% | +738.5% |
| V | Buy | VISA INC COM CL Astock | $2,181,000 | +27.8% | 10,907 | +23.5% | 0.77% | +12.5% |
| IWF | Sell | ISHARES RUSSELL 1000 GROWTH ETFetf | $2,072,000 | +8.5% | 9,553 | -3.9% | 0.73% | -4.5% |
| GL | Buy | GLOBE LIFE INC COMstock | $1,854,000 | +7.7% | 23,201 | +0.0% | 0.65% | -5.2% |
| PG | Sell | PROCTER AND GAMBLE CO COMstock | $1,798,000 | +11.9% | 12,937 | -3.8% | 0.63% | -1.4% |
| JNJ | Sell | JOHNSON & JOHNSON COMstock | $1,770,000 | -6.4% | 11,892 | -11.7% | 0.62% | -17.6% |
| XOM | Buy | EXXON MOBIL CORP COMstock | $1,672,000 | -22.1% | 48,704 | +1.5% | 0.59% | -31.4% |
| BFB | BROWN FORMAN CORP CL Bstock | $1,607,000 | +18.3% | 21,337 | 0.0% | 0.56% | +4.2% | |
| GOOGL | Buy | ALPHABET INC CAP STK CL Astock | $1,600,000 | +6.0% | 1,092 | +2.5% | 0.56% | -6.8% |
| GOOG | Buy | ALPHABET INC CAP STK CL Cstock | $1,558,000 | +21.2% | 1,060 | +16.5% | 0.55% | +6.6% |
| CMS | Buy | CMS ENERGY CORP COMstock | $1,511,000 | +734.8% | 24,598 | +694.0% | 0.53% | +637.5% |
| HD | Sell | HOME DEPOT INC COMstock | $1,487,000 | +3.6% | 5,354 | -6.6% | 0.52% | -8.9% |
| ABT | Buy | ABBOTT LABS COMstock | $1,353,000 | +26.4% | 12,428 | +6.2% | 0.48% | +11.2% |
| VBK | Sell | VANGUARD SMALL-CAP GROWTH INDEX FUNDetf | $1,279,000 | +4.4% | 5,951 | -3.0% | 0.45% | -8.2% |
| VIG | Buy | VANGUARD DIVIDEND APPRECIATION INDEX FUNDetf | $1,260,000 | +9.9% | 9,796 | +0.1% | 0.44% | -3.3% |
| VXF | Buy | VANGUARD EXTENDED MARKET INDEX FUNDetf | $1,209,000 | +815.9% | 9,322 | +737.6% | 0.42% | +701.9% |
| INTC | Buy | INTEL CORP COMstock | $1,149,000 | -13.5% | 22,198 | +0.0% | 0.40% | -23.8% |
| DTE | Sell | DTE ENERGY CO COMstock | $1,133,000 | +52.3% | 9,848 | -51.1% | 0.40% | +34.0% |
| VGT | VANGUARD INFORMATION TECHNOLOGY INDEX FUNDetf | $1,073,000 | +11.8% | 3,444 | 0.0% | 0.38% | -1.6% | |
| ABBV | Buy | ABBVIE INC COMstock | $1,063,000 | -5.6% | 12,138 | +5.8% | 0.37% | -16.9% |
| OEF | Sell | ISHARES S&P 100 ETFetf | $1,057,000 | +4.4% | 6,781 | -4.5% | 0.37% | -8.2% |
| PFE | Sell | PFIZER INC COMstock | $1,051,000 | +6.9% | 28,631 | -4.8% | 0.37% | -5.9% |
| IWR | Sell | ISHARES RUSSELL MID-CAP ETFetf | $1,037,000 | +3.1% | 18,072 | -3.7% | 0.36% | -9.2% |
| DIS | Buy | DISNEY WALT CO COM DISNEYstock | $1,012,000 | +55.2% | 8,153 | +39.5% | 0.36% | +36.9% |
| IJH | Sell | ISHARES S&P MIDCAP FUNDetf | $995,000 | -6.5% | 5,368 | -10.3% | 0.35% | -17.6% |
| JPM | Buy | JPMORGAN CHASE & CO COMstock | $953,000 | +4.6% | 9,900 | +2.2% | 0.34% | -8.0% |
| BFA | BROWN FORMAN CORP CL Astock | $921,000 | +19.3% | 13,404 | 0.0% | 0.32% | +5.2% | |
| ADP | Buy | AUTOMATIC DATA PROCESSING INC COMstock | $867,000 | -6.3% | 6,217 | +0.0% | 0.30% | -17.3% |
| PRF | Sell | INVESCO FTSE RAFI US 1000 ETFetf | $854,000 | +2.8% | 7,507 | -2.2% | 0.30% | -9.6% |
| MA | Buy | MASTERCARD INC CL Astock | $848,000 | +21.0% | 2,509 | +5.8% | 0.30% | +6.4% |
| JBLU | JETBLUE AWYS CORP COMstock | $844,000 | +3.9% | 74,485 | 0.0% | 0.30% | -8.3% | |
| CMCSA | Buy | COMCAST CORP NEW CL Astock | $806,000 | +51.8% | 17,426 | +27.8% | 0.28% | +33.5% |
| VTI | Buy | VANGUARD TOTAL STOCK MARKET INDEX FUNDetf | $749,000 | +50.7% | 4,397 | +38.5% | 0.26% | +32.8% |
| CVX | Buy | CHEVRON CORP NEW COMstock | $740,000 | -2.2% | 10,276 | +21.2% | 0.26% | -13.9% |
| SDY | Buy | SPDR S&P DIVIDEND ETFetf | $736,000 | +1.4% | 7,966 | +0.0% | 0.26% | -10.7% |
| COST | Buy | COSTCO WHSL CORP NEW COMstock | $732,000 | +24.9% | 2,063 | +6.7% | 0.26% | +9.8% |
| MCD | Sell | MCDONALDS CORP COMstock | $715,000 | +8.5% | 3,258 | -8.8% | 0.25% | -4.6% |
| EFA | Sell | ISHARES MSCI EAFE ETFetf | $708,000 | +4.0% | 11,117 | -0.6% | 0.25% | -8.5% |
| IWM | Buy | ISHARES RUSSELL 2000 ETFetf | $696,000 | +10.8% | 4,647 | +6.0% | 0.24% | -2.4% |
| AMGN | AMGEN INC COMstock | $694,000 | +7.8% | 2,731 | 0.0% | 0.24% | -5.1% | |
| TD | Sell | TORONTO DOMINION BK ONT COM NEWstock | $677,000 | +0.7% | 14,632 | -2.8% | 0.24% | -11.2% |
| VBR | Sell | VANGUARD SMALL-CAP VALUE INDEX FUNDetf | $670,000 | -85.4% | 6,057 | -85.9% | 0.24% | -87.2% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS COMstock | $651,000 | +12.2% | 5,352 | +11.4% | 0.23% | -0.9% |
| SPYG | Sell | SPDR PORTFOLIO S&P 500 GROWTH ETFetf | $634,000 | +9.1% | 12,652 | -2.2% | 0.22% | -3.9% |
| WMT | Buy | WALMART INC COMstock | $613,000 | +19.7% | 4,384 | +2.6% | 0.22% | +5.4% |
| IWD | Sell | ISHARES RUSSELL 1000 VALUE ETFetf | $574,000 | -1.2% | 4,861 | -5.7% | 0.20% | -12.9% |
| MMM | Sell | 3M CO COMstock | $576,000 | +1.9% | 3,595 | -0.7% | 0.20% | -10.2% |
| UNH | Buy | UNITEDHEALTH GROUP INC COMstock | $565,000 | +11.7% | 1,812 | +5.6% | 0.20% | -1.5% |
| AON | AON PLC SHS CL Astock | $567,000 | +7.0% | 2,751 | 0.0% | 0.20% | -5.7% | |
| AGG | Buy | ISHARES CORE U.S. AGGREGATE BOND ETFetf | $557,000 | +25.2% | 4,715 | +25.2% | 0.20% | +10.1% |
| ADBE | Buy | ADOBE SYSTEMS INCORPORATED COMstock | $556,000 | +28.7% | 1,133 | +14.1% | 0.20% | +13.4% |
| NEE | Buy | NEXTERA ENERGY INC COMstock | $530,000 | +26.2% | 1,910 | +9.2% | 0.19% | +10.7% |
| VTV | Buy | VANGUARD VALUE INDEX FUNDetf | $519,000 | +66.9% | 4,968 | +59.1% | 0.18% | +46.8% |
| F | Buy | FORD MTR CO DEL COMstock | $514,000 | +104.0% | 77,161 | +86.4% | 0.18% | +79.2% |
| SPGI | Buy | S&P GLOBAL INC COMstock | $508,000 | +413.1% | 1,410 | +370.0% | 0.18% | +345.0% |
| KO | Sell | COCA COLA CO COMstock | $501,000 | +1.0% | 10,139 | -8.6% | 0.18% | -11.1% |
| IWB | Buy | ISHARES RUSSELL 1000 ETFetf | $475,000 | +13.9% | 2,539 | +4.4% | 0.17% | +0.6% |
| MDLZ | Sell | MONDELEZ INTL INC CL Astock | $469,000 | +11.7% | 8,156 | -0.7% | 0.16% | -1.8% |
| SHW | Buy | SHERWIN WILLIAMS CO COMstock | $459,000 | +23.4% | 659 | +2.3% | 0.16% | +8.8% |
| IVW | Buy | ISHARES S&P 500 GROWTH ETFetf | $458,000 | +269.4% | 1,981 | +231.8% | 0.16% | +228.6% |
| TSLA | Buy | TESLA INC COMstock | $456,000 | +78.1% | 1,062 | +348.1% | 0.16% | +56.9% |
| CLX | Buy | CLOROX CO DEL COMstock | $446,000 | -3.5% | 2,124 | +0.8% | 0.16% | -14.7% |
| ORCL | Sell | ORACLE CORP COMstock | $443,000 | +7.0% | 7,418 | -0.9% | 0.16% | -5.5% |
| HON | Sell | HONEYWELL INTL INC COMstock | $434,000 | -16.4% | 2,635 | -26.6% | 0.15% | -26.6% |
| TXN | Sell | TEXAS INSTRS INC COMstock | $406,000 | -30.0% | 2,843 | -37.8% | 0.14% | -38.1% |
| IJR | Sell | ISHARES S&P SMALL-CAP FUNDetf | $389,000 | -8.7% | 5,542 | -11.2% | 0.14% | -19.4% |
| DHR | Buy | DANAHER CORPORATION COMstock | $387,000 | +26.1% | 1,795 | +3.5% | 0.14% | +11.5% |
| IUSG | Buy | ISHARES CORE S&P U.S. GROWTH ETFetf | $388,000 | +101.0% | 4,852 | +80.7% | 0.14% | +76.6% |
| NKE | Buy | NIKE INC CL Bstock | $380,000 | +295.8% | 3,025 | +207.7% | 0.13% | +252.6% |
| BR | BROADRIDGE FINL SOLUTIONS INC COMstock | $377,000 | +4.7% | 2,852 | 0.0% | 0.13% | -8.3% | |
| EW | Buy | EDWARDS LIFESCIENCES CORP COMstock | $374,000 | +72.4% | 4,681 | +49.2% | 0.13% | +50.6% |
| IAU | Buy | ISHARES COMEX GOLD TRUSTetf | $371,000 | +170.8% | 20,634 | +156.4% | 0.13% | +136.4% |
| ORLY | Buy | O REILLY AUTOMOTIVE INC NEW COMstock | $371,000 | +94.2% | 804 | +77.1% | 0.13% | +71.1% |
| SDC | Sell | SMILEDIRECTCLUB INC CL A COMstock | $368,000 | -62.3% | 31,549 | -74.5% | 0.13% | -66.8% |
| ETR | ENTERGY CORP NEW COMstock | $357,000 | +5.0% | 3,621 | 0.0% | 0.12% | -8.1% | |
| PRA | PROASSURANCE CORP COMstock | $345,000 | +7.8% | 22,090 | 0.0% | 0.12% | -5.5% | |
| LOW | Buy | LOWES COS INC COMstock | $344,000 | +47.6% | 2,075 | +20.4% | 0.12% | +30.1% |
| EVV | New | EATON VANCE LTD DUR INCOME FD COMcef | $341,000 | – | 30,107 | +100.0% | 0.12% | – |
| SHOP | Buy | SHOPIFY INC CL Astock | $338,000 | +164.1% | 330 | +144.4% | 0.12% | +133.3% |
| PM | Sell | PHILIP MORRIS INTL INC COMstock | $337,000 | +1.5% | 4,499 | -5.2% | 0.12% | -10.6% |
| NEOG | Sell | NEOGEN CORP COMstock | $336,000 | -56.4% | 4,299 | -56.7% | 0.12% | -61.7% |
| ISRG | Buy | INTUITIVE SURGICAL INC COM NEWstock | $336,000 | +265.2% | 473 | +192.0% | 0.12% | +218.9% |
| CTAS | CINTAS CORP COMstock | $331,000 | +24.9% | 995 | 0.0% | 0.12% | +9.4% | |
| BA | Sell | BOEING CO COMstock | $325,000 | -21.5% | 1,967 | -12.8% | 0.11% | -30.9% |
| AMAT | APPLIED MATLS INC COMstock | $322,000 | -1.8% | 5,418 | 0.0% | 0.11% | -13.7% | |
| VZ | Sell | VERIZON COMMUNICATIONS INC COMstock | $321,000 | +5.6% | 5,403 | -2.0% | 0.11% | -6.6% |
| SBUX | Buy | STARBUCKS CORP COMstock | $319,000 | +19.0% | 3,714 | +2.0% | 0.11% | +4.7% |
| T | Buy | AT&T INC COMstock | $306,000 | -4.4% | 10,744 | +1.5% | 0.11% | -15.6% |
| MGM | Buy | MGM RESORTS INTERNATIONAL COMstock | $300,000 | +152.1% | 13,800 | +94.4% | 0.10% | +123.4% |
| MDY | Buy | SPDR S&P MIDCAP 400 ETFetf | $296,000 | +15.6% | 873 | +10.6% | 0.10% | +2.0% |
| CNI | Buy | CANADIAN NATL RY CO COMstock | $296,000 | +2014.3% | 2,776 | +1691.0% | 0.10% | +1633.3% |
| AWK | Buy | AMERICAN WTR WKS CO INC NEW COMstock | $293,000 | +18.1% | 2,025 | +5.1% | 0.10% | +4.0% |
| XPO | XPO LOGISTICS INC COMstock | $288,000 | +9.5% | 3,404 | 0.0% | 0.10% | -3.8% | |
| TGT | Buy | TARGET CORP COMstock | $285,000 | +39.0% | 1,809 | +5.9% | 0.10% | +22.0% |
| IWP | Sell | ISHARES RUSSELL MID-CAP GROWTH ETFetf | $284,000 | +0.7% | 1,640 | -8.0% | 0.10% | -11.5% |
| USMV | Buy | ISHARES MSCI USA MIN VOL FACTOR ETFetf | $281,000 | +7.3% | 4,414 | +2.3% | 0.10% | -5.7% |
| K | Sell | KELLOGG CO COMstock | $279,000 | -28.6% | 4,316 | -27.2% | 0.10% | -37.2% |
| NVDA | Buy | NVIDIA CORPORATION COMstock | $279,000 | +634.2% | 515 | +415.0% | 0.10% | +553.3% |
| CVS | Buy | CVS HEALTH CORP COMstock | $276,000 | -8.0% | 4,720 | +2.2% | 0.10% | -19.2% |
| EMR | Sell | EMERSON ELEC CO COMstock | $276,000 | +4.9% | 4,205 | -0.7% | 0.10% | -7.6% |
| ECL | Sell | ECOLAB INC COMstock | $276,000 | -0.7% | 1,379 | -1.1% | 0.10% | -12.6% |
| XLV | HEALTH CARE SELECT SECTOR SPDR FUNDetf | $273,000 | +5.4% | 2,592 | 0.0% | 0.10% | -6.8% | |
| FB | Buy | FACEBOOK INC CL Astock | $271,000 | +31.6% | 1,036 | +14.0% | 0.10% | +15.9% |
| ALGN | New | ALIGN TECHNOLOGY INC COMstock | $270,000 | – | 825 | +100.0% | 0.10% | – |
| LQD | Buy | ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETFetf | $264,000 | +26300.0% | 1,957 | +21644.4% | 0.09% | – |
| DG | Buy | DOLLAR GEN CORP NEW COMstock | $261,000 | +12950.0% | 1,244 | +9469.2% | 0.09% | +9100.0% |
| GE | Buy | GENERAL ELECTRIC CO COMstock | $261,000 | +38.1% | 41,814 | +51.0% | 0.09% | +22.7% |
| MLHR | MILLER HERMAN INC COMstock | $253,000 | +27.8% | 8,395 | 0.0% | 0.09% | +12.7% | |
| FDX | FEDEX CORP COMstock | $252,000 | +80.0% | 1,000 | 0.0% | 0.09% | +58.9% | |
| CSCO | Sell | CISCO SYS INC COMstock | $249,000 | -21.0% | 6,320 | -6.4% | 0.09% | -31.0% |
| VYM | VANGUARD HIGH DIVIDEND YIELD ETFetf | $245,000 | +2.9% | 3,027 | 0.0% | 0.09% | -9.5% | |
| FMB | FIRST TRUST MANAGED MUNICIPAL ETFetf | $244,000 | +1.2% | 4,382 | 0.0% | 0.09% | -10.4% | |
| VCSH | Buy | VANGUARD SHORT-TERM CORPORATE BOND INDEX FUNDetf | $239,000 | +2290.0% | 2,885 | +2365.8% | 0.08% | +2000.0% |
| KMB | Sell | KIMBERLY-CLARK CORP COMstock | $238,000 | 0.0% | 1,613 | -4.3% | 0.08% | -11.6% |
| TTC | TORO CO COMstock | $235,000 | +26.3% | 2,800 | 0.0% | 0.08% | +12.2% | |
| VTHR | New | VANGUARD RUSSELL 3000 ETFetf | $236,000 | – | 1,550 | +100.0% | 0.08% | – |
| IVE | Buy | ISHARES S&P 500 VALUE ETFetf | $232,000 | +246.3% | 2,065 | +231.5% | 0.08% | +203.7% |
| UNP | Sell | UNION PACIFIC CORP COMstock | $229,000 | -39.3% | 1,165 | -47.7% | 0.08% | -46.7% |
| VTEB | VANGUARD TAX-EXEMPT BOND ETFetf | $217,000 | +0.5% | 3,994 | 0.0% | 0.08% | -11.6% | |
| GILD | Buy | GILEAD SCIENCES INC COMstock | $214,000 | +181.6% | 3,387 | +243.2% | 0.08% | +150.0% |
| MIY | Buy | BLACKROCK MUNIYLD MICH QLTY FD COMcef | $214,000 | +4.4% | 15,266 | +1.1% | 0.08% | -8.5% |
| ETN | Buy | EATON CORP PLC SHSstock | $213,000 | +17.0% | 2,089 | +0.4% | 0.08% | +2.7% |
| SCHW | Sell | THE CHARLES SCHWAB CORPORATION COMstock | $211,000 | +5.5% | 5,821 | -1.7% | 0.07% | -7.5% |
| CMG | CHIPOTLE MEXICAN GRILL INC COMstock | $211,000 | +17.9% | 170 | 0.0% | 0.07% | +4.2% | |
| SLV | Sell | ISHARES SILVER TRUSTetf | $210,000 | -81.9% | 9,724 | -85.7% | 0.07% | -84.0% |
| D | Buy | DOMINION ENERGY INC COMstock | $206,000 | +43.1% | 2,613 | +47.1% | 0.07% | +26.3% |
| MLM | Sell | MARTIN MARIETTA MATLS INC COMstock | $205,000 | -42.7% | 871 | -49.7% | 0.07% | -49.7% |
| MCR | New | MFS CHARTER INCOME TR SH BEN INTcef | $203,000 | – | 25,400 | +100.0% | 0.07% | – |
| BMY | Buy | BRISTOL MYERS SQUIBB CO COMstock | $203,000 | +3.0% | 3,372 | +0.9% | 0.07% | -10.1% |
| IXUS | Buy | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETFetf | $202,000 | +339.1% | 3,454 | +313.2% | 0.07% | +294.4% |
| SPLV | INVESCO S&P 500 LOW VOLATILITY ETFetf | $200,000 | +8.1% | 3,730 | 0.0% | 0.07% | -5.4% | |
| CPRT | Buy | COPART INC COMstock | $198,000 | +2728.6% | 1,882 | +2195.1% | 0.07% | +2233.3% |
| J | JACOBS ENGR GROUP INC COMstock | $199,000 | +9.3% | 2,144 | 0.0% | 0.07% | -4.1% | |
| MMD | Buy | MAINSTAY MACKAY DEFINDTRM MUNI COMcef | $200,000 | +2.6% | 9,676 | +1.3% | 0.07% | -10.3% |
| FAST | Buy | FASTENAL CO COMstock | $199,000 | +3880.0% | 4,410 | +3909.1% | 0.07% | +3400.0% |
| ADM | Buy | ARCHER DANIELS MIDLAND CO COMstock | $196,000 | +16.7% | 4,214 | +0.1% | 0.07% | +3.0% |
| DUK | Sell | DUKE ENERGY CORP NEW COM NEWstock | $194,000 | -16.0% | 2,193 | -24.2% | 0.07% | -26.1% |
| DAL | Buy | DELTA AIR LINES INC DEL COM NEWstock | $194,000 | +34.7% | 6,333 | +23.1% | 0.07% | +19.3% |
| PLD | Buy | PROLOGIS INC COMreit | $193,000 | +8.4% | 1,923 | +1.0% | 0.07% | -4.2% |
| TSM | Buy | TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADSadr | $192,000 | +52.4% | 2,368 | +6.3% | 0.07% | +34.0% |
| CWST | CASELLA WASTE SYS INC CL Astock | $190,000 | +7.3% | 3,400 | 0.0% | 0.07% | -5.6% | |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETFetf | $191,000 | +11.0% | 3,612 | 0.0% | 0.07% | -2.9% | |
| AAL | AMERICAN AIRLS GROUP INC COMstock | $189,000 | -6.0% | 15,350 | 0.0% | 0.07% | -17.5% | |
| VVR | New | INVESCO SR INCOME TR COMcef | $184,000 | – | 50,370 | +100.0% | 0.06% | – |
| LLY | LILLY ELI & CO COMstock | $186,000 | -9.7% | 1,255 | 0.0% | 0.06% | -20.7% | |
| FEX | FIRST TRUST LARGE CAP CORE ALPHADEX FUNDetf | $185,000 | +6.3% | 2,922 | 0.0% | 0.06% | -5.8% | |
| HIO | New | WESTERN ASSET HIGH INCOME OPPO COMcef | $186,000 | – | 38,029 | +100.0% | 0.06% | – |
| DSU | New | BLACKROCK DEBT STRAT FD INC COM NEWcef | $186,000 | – | 18,714 | +100.0% | 0.06% | – |
| PVAC | Buy | PENN VA CORP NEW COMstock | $182,000 | +27.3% | 18,500 | +23.3% | 0.06% | +12.3% |
| PPR | New | VOYA PRIME RATE TR SH BEN INTcef | $181,000 | – | 41,091 | +100.0% | 0.06% | – |
| STE | Buy | STERIS PLC SHS USDstock | $181,000 | +4425.0% | 1,027 | +3703.7% | 0.06% | +3100.0% |
| BABA | Buy | ALIBABA GROUP HLDG LTD SPONSORED ADSadr | $180,000 | +47.5% | 611 | +8.0% | 0.06% | +28.6% |
| DVY | Sell | ISHARES SELECT DIVIDEND ETFetf | $179,000 | -9.1% | 2,192 | -10.0% | 0.06% | -20.3% |
| WM | Sell | WASTE MGMT INC DEL COMstock | $178,000 | -4.3% | 1,577 | -10.2% | 0.06% | -14.9% |
| FISV | FISERV INC COMstock | $177,000 | +6.0% | 1,714 | 0.0% | 0.06% | -7.5% | |
| DOV | DOVER CORP COMstock | $176,000 | +12.1% | 1,623 | 0.0% | 0.06% | -1.6% | |
| MTCH | New | MATCH GROUP INC NEW COMstock | $176,000 | – | 1,587 | +100.0% | 0.06% | – |
| LMT | Buy | LOCKHEED MARTIN CORP COMstock | $173,000 | +51.8% | 452 | +44.9% | 0.06% | +35.6% |
| XLY | Sell | CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUNDetf | $170,000 | -0.6% | 1,155 | -13.8% | 0.06% | -11.8% |
| NUM | NUVEEN MICH QUALITY MUN INCOME COMcef | $165,000 | +3.8% | 11,633 | 0.0% | 0.06% | -7.9% | |
| VTA | New | INVESCO DYNAMIC CR OPP FD COMcef | $166,000 | – | 18,012 | +100.0% | 0.06% | – |
| WEN | WENDYS CO COMstock | $161,000 | +2.5% | 7,216 | 0.0% | 0.06% | -9.5% | |
| BAX | BAXTER INTL INC COMstock | $161,000 | -6.4% | 1,998 | 0.0% | 0.06% | -17.4% | |
| EL | Sell | LAUDER ESTEE COS INC CL Astock | $161,000 | +11.0% | 738 | -4.3% | 0.06% | -1.7% |
| RTX | Sell | UNITED TECHNOLOGIES CORP COMstock | $161,000 | -27.1% | 2,790 | -22.2% | 0.06% | -35.2% |
| APD | Buy | AIR PRODS & CHEMS INC COMstock | $159,000 | +48.6% | 533 | +20.6% | 0.06% | +30.2% |
| PYPL | Buy | PAYPAL HLDGS INC COMstock | $160,000 | +58.4% | 810 | +39.2% | 0.06% | +40.0% |
| PH | Buy | PARKER-HANNIFIN CORP COMstock | $160,000 | +37.9% | 789 | +24.3% | 0.06% | +21.7% |
| TJX | Sell | TJX COS INC NEW COMstock | $158,000 | +6.8% | 2,842 | -3.0% | 0.06% | -5.1% |
| IYH | ISHARES U.S. HEALTHCARE ETFetf | $152,000 | +5.6% | 667 | 0.0% | 0.05% | -7.0% | |
| COP | Buy | CONOCOPHILLIPS COMstock | $150,000 | -19.4% | 4,553 | +3.0% | 0.05% | -28.4% |
| WDR | WADDELL & REED FINL INC CL Astock | $148,000 | -3.9% | 9,950 | 0.0% | 0.05% | -14.8% | |
| MO | Buy | ALTRIA GROUP INC COMstock | $148,000 | +4.2% | 3,830 | +5.7% | 0.05% | -8.8% |
| HBAN | HUNTINGTON BANCSHARES INC COMstock | $147,000 | +1.4% | 16,019 | 0.0% | 0.05% | -10.3% | |
| NOW | SERVICENOW INC COMstock | $149,000 | +20.2% | 307 | 0.0% | 0.05% | +6.1% | |
| MDT | Sell | MEDTRONIC PLC SHSstock | $147,000 | +12.2% | 1,415 | -1.0% | 0.05% | 0.0% |
| ES | EVERSOURCE ENERGY COMstock | $149,000 | +0.7% | 1,783 | 0.0% | 0.05% | -11.9% | |
| IMCV | ISHARES MORNINGSTAR MID-CAP VALUE ETFetf | $144,000 | +3.6% | 1,100 | 0.0% | 0.05% | -7.3% | |
| USCR | U S CONCRETE INC COMstock | $145,000 | +16.9% | 5,000 | 0.0% | 0.05% | +4.1% | |
| RPM | RPM INTL INC COMstock | $143,000 | +10.9% | 1,722 | 0.0% | 0.05% | -2.0% | |
| GNTX | GENTEX CORP COMstock | $142,000 | 0.0% | 5,500 | 0.0% | 0.05% | -12.3% | |
| IJT | ISHARES S&P SMALL-CAP 600 GROWTH ETFetf | $140,000 | +3.7% | 794 | 0.0% | 0.05% | -9.3% | |
| NICE | Buy | NICE LTD SPONSORED ADRadr | $136,000 | +1411.1% | 598 | +1145.8% | 0.05% | +1100.0% |
| AMT | Buy | AMERICAN TOWER CORP NEW COMreit | $136,000 | +20.4% | 562 | +28.9% | 0.05% | +6.7% |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC COMstock | $137,000 | +29.2% | 311 | +6.1% | 0.05% | +14.3% |
| GIS | Buy | GENERAL MLS INC COMstock | $136,000 | +91.5% | 2,211 | +92.6% | 0.05% | +71.4% |
| PAYX | Sell | PAYCHEX INC COMstock | $136,000 | -2.2% | 1,710 | -7.1% | 0.05% | -12.7% |
| AL | New | AIR LEASE CORP CL Astock | $135,000 | – | 4,600 | +100.0% | 0.05% | – |
| CACC | CREDIT ACCEP CORP MICH COMstock | $131,000 | -19.1% | 387 | 0.0% | 0.05% | -29.2% | |
| AMJ | Sell | JPMORGAN ALERIAN MLP INDEX ETNetf | $131,000 | -64.1% | 12,197 | -55.9% | 0.05% | -68.5% |
| DOCU | New | DOCUSIGN INC COMstock | $127,000 | – | 591 | +100.0% | 0.04% | – |
| SNGX | SOLIGENIX INC COMstock | $128,000 | -15.2% | 71,658 | 0.0% | 0.04% | -25.0% | |
| AMCR | AMCOR PLC ORDstock | $129,000 | +8.4% | 11,678 | 0.0% | 0.04% | -4.3% | |
| SNX | New | SYNNEX CORP COMstock | $126,000 | – | 900 | +100.0% | 0.04% | – |
| ZM | Sell | ZOOM VIDEO COMMUNICATIONS INC CL Astock | $126,000 | +65.8% | 268 | -10.1% | 0.04% | +46.7% |
| QQQ | INVESCO QQQ TRUSTetf | $122,000 | +11.9% | 440 | 0.0% | 0.04% | 0.0% | |
| ALL | Buy | ALLSTATE CORP COMstock | $122,000 | +4.3% | 1,297 | +7.5% | 0.04% | -8.5% |
| LIT | Buy | GLOBAL X LITHIUM & BATTERY TECH ETFetf | $120,000 | +1233.3% | 2,996 | +929.6% | 0.04% | +950.0% |
| HAL | HALLIBURTON CO COMstock | $117,000 | -7.1% | 9,694 | 0.0% | 0.04% | -18.0% | |
| TCF | Buy | CHEMICAL FINL CORP COMstock | $114,000 | +200.0% | 4,900 | +274.6% | 0.04% | +166.7% |
| ROP | Sell | ROPER TECHNOLOGIES INC COMstock | $115,000 | +0.9% | 290 | -1.4% | 0.04% | -11.1% |
| MCBC | MACATAWA BK CORP COMstock | $113,000 | -16.9% | 17,330 | 0.0% | 0.04% | -25.9% | |
| ANDE | ANDERSONS INC COMstock | $115,000 | +38.6% | 6,000 | 0.0% | 0.04% | +21.2% | |
| SYY | Buy | SYSCO CORP COMstock | $115,000 | +15.0% | 1,842 | +0.2% | 0.04% | 0.0% |
| XLK | TECHNOLOGY SELECT SECTOR SPDR FUNDetf | $114,000 | +11.8% | 980 | 0.0% | 0.04% | -2.4% | |
| WFC | Buy | WELLS FARGO CO NEW COMstock | $114,000 | -8.1% | 4,856 | +0.3% | 0.04% | -18.4% |
| DOG | New | PROSHARES SHORT DOW 30etf | $114,000 | – | 2,606 | +100.0% | 0.04% | – |
| DE | DEERE & CO COMstock | $115,000 | +40.2% | 520 | 0.0% | 0.04% | +21.2% | |
| LULU | Buy | LULULEMON ATHLETICA INC COMstock | $115,000 | +47.4% | 350 | +40.0% | 0.04% | +29.0% |
| MMC | Buy | MARSH & MCLENNAN COS INC COMstock | $111,000 | +6.7% | 968 | +0.3% | 0.04% | -4.9% |
| ITW | ILLINOIS TOOL WKS INC COMstock | $111,000 | +9.9% | 575 | 0.0% | 0.04% | -2.5% | |
| BLD | Buy | TOPBUILD CORP COMstock | $107,000 | +72.6% | 629 | +16.3% | 0.04% | +52.0% |
| IUSV | New | ISHARES CORE S&P U.S. VALUE ETFetf | $109,000 | – | 2,005 | +100.0% | 0.04% | – |
| AMLP | Buy | ALERIAN MLP ETFetf | $109,000 | +445.0% | 5,474 | +584.2% | 0.04% | +375.0% |
| IYW | ISHARES U.S. TECHNOLOGY ETFetf | $104,000 | +10.6% | 347 | 0.0% | 0.04% | -2.6% | |
| BAC | Sell | BANK AMER CORP COMstock | $104,000 | -21.2% | 4,305 | -22.4% | 0.04% | -30.2% |
| IJS | ISHARES S&P SMALL-CAP 600 VALUE ETFetf | $102,000 | +2.0% | 832 | 0.0% | 0.04% | -10.0% | |
| DCI | DONALDSON INC COMstock | $102,000 | 0.0% | 2,200 | 0.0% | 0.04% | -12.2% | |
| VOT | Sell | VANGUARD MID-CAP GROWTH INDEX FUNDetf | $100,000 | -2.9% | 557 | -11.0% | 0.04% | -14.6% |
| LHX | Buy | HARRIS CORP DEL COMstock | $99,000 | +10.0% | 580 | +9.8% | 0.04% | -2.8% |
| LMBS | FIRST TRUST LOW DURATION MORTGAGE OPPORTUNITIES ETFetf | $99,000 | 0.0% | 1,913 | 0.0% | 0.04% | -12.5% | |
| GLW | CORNING INC COMstock | $98,000 | +25.6% | 3,030 | 0.0% | 0.03% | +9.7% | |
| IWV | Sell | ISHARES RUSSELL 3000 ETFetf | $98,000 | +4.3% | 501 | -4.0% | 0.03% | -10.5% |
| GD | Buy | GENERAL DYNAMICS CORP COMstock | $95,000 | +2.2% | 686 | +10.3% | 0.03% | -10.8% |
| SLYG | SPDR S&P 600 SMALL CAP GROWTH ETFetf | $93,000 | +4.5% | 1,568 | 0.0% | 0.03% | -8.3% | |
| DEO | Buy | DIAGEO PLC SPON ADR NEWadr | $94,000 | +8.0% | 680 | +4.6% | 0.03% | -5.7% |
| RYT | INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETFetf | $95,000 | +5.6% | 451 | 0.0% | 0.03% | -8.3% | |
| PEIX | PACIFIC ETHANOL INC COM PAR $.001stock | $95,000 | +955.6% | 13,000 | 0.0% | 0.03% | +725.0% | |
| SAL | Sell | SALISBURY BANCORP INC COMstock | $92,000 | -30.3% | 2,908 | -9.6% | 0.03% | -39.6% |
| FRC | FIRST REP BK SAN FRANCISCO CAL COMstock | $90,000 | +3.4% | 822 | 0.0% | 0.03% | -8.6% | |
| CL | Sell | COLGATE PALMOLIVE CO COMstock | $92,000 | -3.2% | 1,195 | -7.6% | 0.03% | -15.8% |
| ACN | ACCENTURE PLC IRELAND SHS CLASS Astock | $90,000 | +4.7% | 400 | 0.0% | 0.03% | -5.9% | |
| HUM | HUMANA INC COMstock | $89,000 | +7.2% | 214 | 0.0% | 0.03% | -6.1% | |
| BYND | Buy | BEYOND MEAT INC COMstock | $89,000 | +34.8% | 538 | +8.7% | 0.03% | +19.2% |
| XLE | ENERGY SELECT SECTOR SPDR FUNDetf | $88,000 | -20.7% | 2,926 | 0.0% | 0.03% | -29.5% | |
| VOE | Buy | VANGUARD MID-CAP VALUE INDEX FUNDetf | $88,000 | +8.6% | 867 | +2.2% | 0.03% | -3.1% |
| AXP | Buy | AMERICAN EXPRESS CO COMstock | $84,000 | +6.3% | 837 | +1.3% | 0.03% | -6.2% |
| IJK | Buy | ISHARES S&P MID-CAP 400 GROWTH ETFetf | $85,000 | +672.7% | 354 | +653.2% | 0.03% | +650.0% |
| BIIB | Sell | BIOGEN INC COMstock | $84,000 | -7.7% | 295 | -13.5% | 0.03% | -16.7% |
| CMA | Sell | COMERICA INC COMstock | $82,000 | 0.0% | 2,132 | -0.7% | 0.03% | -12.1% |
| ICE | Sell | INTERCONTINENTAL EXCHANGE INC COMstock | $79,000 | +1.3% | 793 | -7.1% | 0.03% | -9.7% |
| RKT | New | ROCKET COS INC COM CL Astock | $80,000 | – | 4,000 | +100.0% | 0.03% | – |
| TTD | Buy | THE TRADE DESK INC COM CL Astock | $78,000 | +290.0% | 150 | +200.0% | 0.03% | +237.5% |
| IAC | New | IAC INTERACTIVECORP NEW COMstock | $75,000 | – | 625 | +100.0% | 0.03% | – |
| XLC | COMMUNICATION SERVICES SELECT SECTOR SPDRA FUNDetf | $73,000 | +10.6% | 1,226 | 0.0% | 0.03% | 0.0% | |
| CRM | Buy | SALESFORCE COM INC COMstock | $74,000 | +184.6% | 295 | +110.7% | 0.03% | +160.0% |
| GWW | GRAINGER W W INC COMstock | $71,000 | +12.7% | 200 | 0.0% | 0.02% | 0.0% | |
| FSK | New | FS KKR CAPITAL CORP COMcef | $72,000 | – | 4,565 | +100.0% | 0.02% | – |
| UAL | UNITED CONTL HLDGS INC COMstock | $70,000 | +1.4% | 2,000 | 0.0% | 0.02% | -10.7% | |
| IDA | IDACORP INC COMstock | $72,000 | -8.9% | 900 | 0.0% | 0.02% | -21.9% | |
| BLK | Buy | BLACKROCK INC COMstock | $70,000 | +37.3% | 125 | +34.4% | 0.02% | +25.0% |
| NSC | NORFOLK SOUTHN CORP COMstock | $72,000 | +22.0% | 338 | 0.0% | 0.02% | +4.2% | |
| VTWG | VANGUARD RUSSELL 2000 GROWTH ETFetf | $72,000 | +7.5% | 446 | 0.0% | 0.02% | -7.4% | |
| EV | Buy | EATON VANCE CORP COM NON VTGstock | $68,000 | 0.0% | 1,780 | +0.8% | 0.02% | -11.1% |
| FTNT | Buy | FORTINET INC COMstock | $68,000 | +1.5% | 579 | +17.9% | 0.02% | -11.1% |
| TT | Buy | INGERSOLL-RAND PLC SHSstock | $68,000 | +161.5% | 563 | +90.8% | 0.02% | +140.0% |
| MOAT | VANECK VECTORS MORNINGSTAR WIDE MOAT ETFetf | $67,000 | +4.7% | 1,234 | 0.0% | 0.02% | -7.7% | |
| PCAR | Buy | PACCAR INC COMstock | $69,000 | +50.0% | 813 | +33.3% | 0.02% | +33.3% |
| CME | Sell | CME GROUP INC COM CL Astock | $68,000 | 0.0% | 409 | -1.7% | 0.02% | -11.1% |
| ED | Buy | CONSOLIDATED EDISON INC COMstock | $67,000 | +8.1% | 860 | +0.4% | 0.02% | -4.0% |
| VB | Buy | VANGUARD SMALL-CAP INDEX FUNDetf | $69,000 | +6.2% | 450 | +0.9% | 0.02% | -7.7% |
| INTU | Buy | INTUIT COMstock | $66,000 | +340.0% | 202 | +304.0% | 0.02% | +283.3% |
| SU | SUNCOR ENERGY INC NEW COMstock | $66,000 | -27.5% | 5,427 | 0.0% | 0.02% | -36.1% | |
| MAR | MARRIOTT INTL INC NEW CL Astock | $65,000 | +6.6% | 706 | 0.0% | 0.02% | -4.2% | |
| ATO | ATMOS ENERGY CORP COMstock | $63,000 | -4.5% | 661 | 0.0% | 0.02% | -15.4% | |
| MUR | MURPHY OIL CORP COMstock | $62,000 | -36.1% | 7,000 | 0.0% | 0.02% | -43.6% | |
| CSGP | Buy | COSTAR GROUP INC COMstock | $64,000 | +36.2% | 76 | +15.2% | 0.02% | +15.8% |
| WU | Buy | WESTERN UN CO COMstock | $63,000 | +5.0% | 2,920 | +5.8% | 0.02% | -8.3% |
| IDXX | Buy | IDEXX LABS INC COMstock | $62,000 | +93.8% | 157 | +61.9% | 0.02% | +69.2% |
| FTV | Sell | FORTIVE CORP COMstock | $63,000 | +8.6% | 826 | -2.9% | 0.02% | -4.3% |
| CDNA | CAREDX INC COMstock | $63,000 | +6.8% | 1,672 | 0.0% | 0.02% | -8.3% | |
| IEFA | Buy | ISHARES CORE MSCI EAFE ETFetf | $61,000 | +27.1% | 1,012 | +21.2% | 0.02% | +10.5% |
| FPE | Buy | FIRST TRUST PREFERRED SECURITIES AND INCOME ETFetf | $59,000 | +31.1% | 3,055 | +24.1% | 0.02% | +16.7% |
| UPS | Buy | UNITED PARCEL SERVICE INC CL Bstock | $61,000 | +177.3% | 364 | +82.0% | 0.02% | +133.3% |
| CPB | CAMPBELL SOUP CO COMstock | $60,000 | -1.6% | 1,233 | 0.0% | 0.02% | -12.5% | |
| COF | CAPITAL ONE FINL CORP COMstock | $61,000 | +15.1% | 845 | 0.0% | 0.02% | 0.0% | |
| CSX | Buy | CSX CORP COMstock | $61,000 | +13.0% | 780 | +0.3% | 0.02% | -4.5% |
| AKAM | Buy | AKAMAI TECHNOLOGIES INC COMstock | $61,000 | +41.9% | 556 | +39.0% | 0.02% | +23.5% |
| AMP | Sell | AMERIPRISE FINL INC COMstock | $59,000 | 0.0% | 384 | -2.0% | 0.02% | -12.5% |
| ANSS | Buy | ANSYS INC COMstock | $58,000 | +52.6% | 177 | +37.2% | 0.02% | +33.3% |
| VWO | New | VANGUARD FTSE EMERGING MARKETS ETFetf | $56,000 | – | 1,285 | +100.0% | 0.02% | – |
| BXP | New | BOSTON PROPERTIES INC COMreit | $57,000 | – | 706 | +100.0% | 0.02% | – |
| AZN | ASTRAZENECA PLC SPONSORED ADRadr | $58,000 | +3.6% | 1,060 | 0.0% | 0.02% | -9.1% | |
| MCK | Buy | MCKESSON CORP COMstock | $56,000 | +12.0% | 373 | +14.8% | 0.02% | 0.0% |
| AEP | AMERICAN ELEC PWR CO INC COMstock | $57,000 | +1.8% | 700 | 0.0% | 0.02% | -9.1% | |
| CINF | Buy | CINCINNATI FINL CORP COMstock | $56,000 | +21.7% | 723 | +0.4% | 0.02% | +11.1% |
| WHR | Sell | WHIRLPOOL CORP COMstock | $58,000 | +16.0% | 317 | -18.5% | 0.02% | 0.0% |
| VV | Buy | VANGUARD LARGE-CAP INDEX FUNDetf | $55,000 | +96.4% | 350 | +76.8% | 0.02% | +72.7% |
| QDEF | FLEXSHARES QUALITY DIVIDEND DEFENSIVE INDEX FUNDetf | $55,000 | +5.8% | 1,240 | 0.0% | 0.02% | -9.5% | |
| HEI | Buy | HEICO CORP NEW COMstock | $55,000 | +7.8% | 521 | +1.2% | 0.02% | -5.0% |
| BBY | Buy | BEST BUY INC COMstock | $53,000 | +178.9% | 475 | +120.9% | 0.02% | +137.5% |
| ENB | Sell | ENBRIDGE INC COMstock | $54,000 | -5.3% | 1,835 | -1.8% | 0.02% | -17.4% |
| VONG | New | VANGUARD RUSSELL 1000 GROWTH ETFetf | $53,000 | – | 239 | +100.0% | 0.02% | – |
| MPC | Buy | MARATHON PETE CORP COMstock | $53,000 | -20.9% | 1,790 | +0.6% | 0.02% | -29.6% |
| ICF | ISHARES COHEN & STEERS REIT ETFetf | $55,000 | 0.0% | 544 | 0.0% | 0.02% | -13.6% | |
| AVGO | Buy | BROADCOM INC COMstock | $51,000 | +59.4% | 139 | +37.6% | 0.02% | +38.5% |
| MRO | MARATHON OIL CORP COMstock | $52,000 | -32.5% | 12,600 | 0.0% | 0.02% | -41.9% | |
| STZ | Buy | CONSTELLATION BRANDS INC CL Astock | $50,000 | +194.1% | 266 | +166.0% | 0.02% | +157.1% |
| SPLK | Buy | SPLUNK INC COMstock | $52,000 | +160.0% | 275 | +175.0% | 0.02% | +125.0% |
| AFL | Buy | AFLAC INC COMstock | $51,000 | +4.1% | 1,396 | +2.0% | 0.02% | -10.0% |
| IJJ | Buy | ISHARES S&P MID-CAP 400 VALUE ETFetf | $50,000 | +455.6% | 368 | +475.0% | 0.02% | +350.0% |
| USB | Sell | US BANCORP DEL COM NEWstock | $50,000 | -54.5% | 1,402 | -53.1% | 0.02% | -59.1% |
| BDX | Buy | BECTON DICKINSON & CO COMstock | $51,000 | +6.2% | 220 | +10.6% | 0.02% | -5.3% |
| OMC | OMNICOM GROUP INC COMstock | $50,000 | -9.1% | 1,000 | 0.0% | 0.02% | -18.2% | |
| SLF | SUN LIFE FINL INC COMstock | $52,000 | +10.6% | 1,278 | 0.0% | 0.02% | -5.3% | |
| CE | Buy | CELANESE CORP DEL COMstock | $48,000 | +77.8% | 451 | +45.0% | 0.02% | +54.5% |
| TYL | TYLER TECHNOLOGIES INC COMstock | $47,000 | 0.0% | 135 | 0.0% | 0.02% | -10.5% | |
| FTSL | FIRST TRUST SENIOR LOAN FUNDetf | $48,000 | +2.1% | 1,050 | 0.0% | 0.02% | -10.5% | |
| ON | ON SEMICONDUCTOR CORP COMstock | $47,000 | +9.3% | 2,156 | 0.0% | 0.02% | 0.0% | |
| VHT | New | VANGUARD HEALTH CARE INDEX FUNDetf | $48,000 | – | 235 | +100.0% | 0.02% | – |
| THG | HANOVER INS GROUP INC COMstock | $48,000 | -7.7% | 514 | 0.0% | 0.02% | -19.0% | |
| VONE | New | VANGUARD RUSSELL 1000 ETFetf | $49,000 | – | 318 | +100.0% | 0.02% | – |
| CVS | CVS HEALTH CORP COMcall | $47,000 | -9.6% | 800 | 0.0% | 0.02% | -19.0% | |
| ROK | Buy | ROCKWELL AUTOMATION INC COMstock | $47,000 | +1466.7% | 212 | +1313.3% | 0.02% | +1600.0% |
| TROW | Buy | PRICE T ROWE GROUP INC COMstock | $48,000 | +29.7% | 374 | +25.5% | 0.02% | +13.3% |
| BNS | New | BANK N S HALIFAX COMstock | $47,000 | – | 1,137 | +100.0% | 0.02% | – |
| FIS | Buy | FIDELITY NATL INFORMATION SVCS COMstock | $45,000 | +275.0% | 303 | +236.7% | 0.02% | +220.0% |
| ILMN | Buy | ILLUMINA INC COMstock | $45,000 | -6.2% | 144 | +10.8% | 0.02% | -15.8% |
| OTIS | Sell | OTIS WORLDWIDE CORP COMstock | $46,000 | +9.5% | 738 | -1.1% | 0.02% | -5.9% |
| NFLX | Buy | NETFLIX INC COMstock | $46,000 | +2200.0% | 91 | +1720.0% | 0.02% | +1500.0% |
| WPC | W P CAREY INC COMreit | $46,000 | -4.2% | 703 | 0.0% | 0.02% | -15.8% | |
| COLB | COLUMBIA BKG SYS INC COMstock | $46,000 | -16.4% | 1,947 | 0.0% | 0.02% | -27.3% | |
| CP | New | CANADIAN PAC RY LTD COMstock | $46,000 | – | 150 | +100.0% | 0.02% | – |
| IYG | ISHARES U.S. FINANCIAL SERVICES ETFetf | $45,000 | +2.3% | 366 | 0.0% | 0.02% | -11.1% | |
| TDOC | Buy | TELADOC HEALTH INC COMstock | $44,000 | +780.0% | 200 | +700.0% | 0.02% | +650.0% |
| ARCT | Sell | ARCTURUS THERAPEUTICS HLDGS COMstock | $43,000 | -74.4% | 1,000 | -72.2% | 0.02% | -77.6% |
| C | Sell | CITIGROUP INC COM NEWstock | $43,000 | -33.8% | 990 | -22.0% | 0.02% | -42.3% |
| AXON | Buy | AXON ENTERPRISE INC COMstock | $44,000 | +83.3% | 485 | +102.1% | 0.02% | +50.0% |
| SCHF | Buy | SCHWAB INTERNATIONAL EQUITY ETFetf | $44,000 | +780.0% | 1,409 | +728.8% | 0.02% | +650.0% |
| AMRN | New | AMARIN CORP PLC SPONS ADR NEWadr | $42,000 | – | 10,000 | +100.0% | 0.02% | – |
| EA | ELECTRONIC ARTS INC COMstock | $42,000 | -2.3% | 325 | 0.0% | 0.02% | -11.8% | |
| PEAK | HCP INC COMreit | $44,000 | 0.0% | 1,610 | 0.0% | 0.02% | -16.7% | |
| HBNC | HORIZON BANCORP INC COMstock | $39,000 | -7.1% | 3,897 | 0.0% | 0.01% | -17.6% | |
| XLP | CONSUMER STAPLES SELECT SECTOR SPDR FUNDetf | $39,000 | +8.3% | 616 | 0.0% | 0.01% | 0.0% | |
| HEIA | Buy | HEICO CORP NEW CL Astock | $40,000 | +11.1% | 446 | +1.6% | 0.01% | 0.0% |
| HSY | Buy | HERSHEY CO COMstock | $41,000 | +10.8% | 288 | +0.3% | 0.01% | -6.7% |
| XLF | Sell | FINANCIAL SELECT SECTOR SPDR FUNDetf | $40,000 | -46.7% | 1,666 | -48.5% | 0.01% | -53.3% |
| XLRE | REAL ESTATE SELECT SECTOR SPDR FUNDetf | $41,000 | +2.5% | 1,153 | 0.0% | 0.01% | -12.5% | |
| VXUS | Sell | VANGUARD TOTAL INTERNATIONAL STOCK ETFetf | $40,000 | -16.7% | 775 | -20.5% | 0.01% | -26.3% |
| IR | GARDNER DENVER HLDGS INC COMstock | $41,000 | +28.1% | 1,137 | 0.0% | 0.01% | +7.7% | |
| FDT | FIRST TRUST DEVELOPED MARKETS EX-US ALPHADEX FUNDetf | $39,000 | +8.3% | 773 | 0.0% | 0.01% | 0.0% | |
| LUV | Sell | SOUTHWEST AIRLS CO COMstock | $41,000 | -92.5% | 1,102 | -93.2% | 0.01% | -93.6% |
| SWK | STANLEY BLACK & DECKER INC COMstock | $41,000 | +13.9% | 255 | 0.0% | 0.01% | 0.0% | |
| FTEC | Sell | FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETFetf | $39,000 | 0.0% | 424 | -11.3% | 0.01% | -12.5% |
| BFAM | BRIGHT HORIZONS FAM SOL IN DEL COMstock | $40,000 | +33.3% | 260 | 0.0% | 0.01% | +16.7% | |
| MAS | Sell | MASCO CORP COMstock | $40,000 | -57.9% | 726 | -61.7% | 0.01% | -63.2% |
| PFG | PRINCIPAL FINL GROUP INC COMstock | $39,000 | -4.9% | 977 | 0.0% | 0.01% | -12.5% | |
| DD | DOWDUPONT INC COMstock | $40,000 | +2.6% | 725 | 0.0% | 0.01% | -12.5% | |
| ITA | ISHARES U.S. AEROSPACE & DEFENSE ETFetf | $40,000 | -4.8% | 254 | 0.0% | 0.01% | -17.6% | |
| SCHV | SCHWAB U.S. LARGE-CAP VALUE ETFetf | $39,000 | +2.6% | 750 | 0.0% | 0.01% | -6.7% | |
| FUL | FULLER H B CO COMstock | $37,000 | +2.8% | 800 | 0.0% | 0.01% | -7.1% | |
| DRI | Buy | DARDEN RESTAURANTS INC COMstock | $36,000 | +1700.0% | 359 | +1695.0% | 0.01% | +1200.0% |
| CDK | CDK GLOBAL INC COMstock | $37,000 | +2.8% | 859 | 0.0% | 0.01% | -7.1% | |
| GT | GOODYEAR TIRE & RUBR CO COMstock | $38,000 | -15.6% | 5,000 | 0.0% | 0.01% | -27.8% | |
| WYNN | WYNN RESORTS LTD COMstock | $36,000 | -2.7% | 500 | 0.0% | 0.01% | -13.3% | |
| SRE | SEMPRA ENERGY COMstock | $38,000 | 0.0% | 321 | 0.0% | 0.01% | -13.3% | |
| MCHP | MICROCHIP TECHNOLOGY INC COMstock | $38,000 | 0.0% | 365 | 0.0% | 0.01% | -13.3% | |
| RFG | INVESCO S&P MIDCAP 400 PURE GROWTH ETFetf | $37,000 | +12.1% | 217 | 0.0% | 0.01% | 0.0% | |
| XLU | Buy | UTILITIES SELECT SECTOR SPDR FUNDetf | $36,000 | +33.3% | 605 | +25.8% | 0.01% | +18.2% |
| CARR | Sell | CARRIER GLOBAL CORPORATION COMstock | $38,000 | +35.7% | 1,238 | -1.3% | 0.01% | +18.2% |
| MUB | ISHARES NATIONAL MUNI BOND ETFetf | $38,000 | 0.0% | 328 | 0.0% | 0.01% | -13.3% | |
| OHI | Buy | OMEGA HEALTHCARE INVS INC COMreit | $38,000 | +26.7% | 1,279 | +26.6% | 0.01% | +8.3% |
| WBA | Sell | WALGREENS BOOTS ALLIANCE INC COMstock | $34,000 | -56.4% | 940 | -49.1% | 0.01% | -61.3% |
| DOW | DOW INC COMstock | $34,000 | +13.3% | 725 | 0.0% | 0.01% | 0.0% | |
| FIVN | Buy | FIVE9 INC COMstock | $33,000 | +175.0% | 256 | +141.5% | 0.01% | +140.0% |
| ROKU | Buy | ROKU INC COM CL Astock | $33,000 | +73.7% | 174 | +8.1% | 0.01% | +50.0% |
| GLO | CLOUGH GLOBAL OPPORTUNITIES FD SH BEN INTcef | $35,000 | +6.1% | 3,781 | 0.0% | 0.01% | -7.7% | |
| NX | QUANEX BUILDING PRODUCTS CORP COMstock | $33,000 | +32.0% | 1,797 | 0.0% | 0.01% | +20.0% | |
| NVS | NOVARTIS A G SPONSORED ADRadr | $33,000 | 0.0% | 380 | 0.0% | 0.01% | -7.7% | |
| RSG | Buy | REPUBLIC SVCS INC COMstock | $35,000 | +218.2% | 370 | +184.6% | 0.01% | +200.0% |
| BWA | Buy | BORGWARNER INC COMstock | $35,000 | +94.4% | 910 | +78.4% | 0.01% | +71.4% |
| SCHD | Buy | SCHWAB US DIVIDEND EQUITY ETFetf | $35,000 | +105.9% | 634 | +97.5% | 0.01% | +71.4% |
| WPM | Buy | WHEATON PRECIOUS METALS CORP COMstock | $34,000 | +277.8% | 700 | +250.0% | 0.01% | +200.0% |
| MBWM | MERCANTILE BANK CORP COMstock | $35,000 | -20.5% | 1,935 | 0.0% | 0.01% | -33.3% | |
| KLAC | KLA-TENCOR CORP COMstock | $34,000 | -2.9% | 178 | 0.0% | 0.01% | -14.3% | |
| DCO | DUCOMMUN INC DEL COMstock | $35,000 | -5.4% | 1,050 | 0.0% | 0.01% | -20.0% | |
| PSX | PHILLIPS 66 COMstock | $33,000 | -28.3% | 634 | 0.0% | 0.01% | -33.3% | |
| ODFL | OLD DOMINION FREIGHT LINE INC COMstock | $32,000 | +6.7% | 177 | 0.0% | 0.01% | -8.3% | |
| NDAQ | New | NASDAQ INC COMstock | $31,000 | – | 255 | +100.0% | 0.01% | – |
| PSCH | INVESCO S&P SMALLCAP HEALTH CARE PORTFOLIOetf | $31,000 | +10.7% | 232 | 0.0% | 0.01% | 0.0% | |
| FRME | FIRST MERCHANTS CORP COMstock | $32,000 | -15.8% | 1,375 | 0.0% | 0.01% | -26.7% | |
| CCI | Buy | CROWN CASTLE INTL CORP NEW COMreit | $31,000 | +93.8% | 188 | +100.0% | 0.01% | +83.3% |
| NOK | NOKIA CORP SPONSORED ADRadr | $32,000 | -11.1% | 8,070 | 0.0% | 0.01% | -21.4% | |
| SEDG | New | SOLAREDGE TECHNOLOGIES INC COMstock | $30,000 | – | 125 | +100.0% | 0.01% | – |
| WSM | New | WILLIAMS SONOMA INC COMstock | $30,000 | – | 334 | +100.0% | 0.01% | – |
| UCO | PROSHARES ULTRA BLOOMBERG CRUDE OILetf | $30,000 | -3.2% | 1,069 | 0.0% | 0.01% | -8.3% | |
| CHTR | CHARTER COMMUNICATIONS INC NEW CL Astock | $32,000 | +23.1% | 51 | 0.0% | 0.01% | +10.0% | |
| TFC | Buy | BB&T CORP COMstock | $31,000 | +3.3% | 811 | +1.0% | 0.01% | -8.3% |
| GII | New | SPDR S&P GLOBAL INFRASTRUCTURE ETFetf | $30,000 | – | 675 | +100.0% | 0.01% | – |
| SIRI | Buy | SIRIUS XM HLDGS INC COMstock | $31,000 | -3.1% | 5,869 | +9.3% | 0.01% | -15.4% |
| LDOS | New | LEIDOS HLDGS INC COMstock | $31,000 | – | 349 | +100.0% | 0.01% | – |
| XEL | Buy | XCEL ENERGY INC COMstock | $30,000 | +11.1% | 441 | +0.5% | 0.01% | 0.0% |
| DPZ | Buy | DOMINOS PIZZA INC COMstock | $30,000 | +66.7% | 71 | +42.0% | 0.01% | +57.1% |
| EPD | Buy | ENTERPRISE PRODS PARTNERS L P COMstock | $32,000 | +3.2% | 2,008 | +17.6% | 0.01% | -8.3% |
| IXN | ISHARES GLOBAL TECH ETFetf | $30,000 | +15.4% | 112 | 0.0% | 0.01% | +10.0% | |
| FLT | FLEETCOR TECHNOLOGIES INC COMstock | $32,000 | -5.9% | 135 | 0.0% | 0.01% | -21.4% | |
| VOOG | VANGUARD S&P 500 GROWTH ETFetf | $32,000 | +10.3% | 155 | 0.0% | 0.01% | -8.3% | |
| TDG | New | TRANSDIGM GROUP INC COMstock | $28,000 | – | 58 | +100.0% | 0.01% | – |
| DLTR | DOLLAR TREE INC COMstock | $28,000 | -3.4% | 310 | 0.0% | 0.01% | -16.7% | |
| EPAM | Buy | EPAM SYS INC COMstock | $29,000 | +625.0% | 91 | +468.8% | 0.01% | +400.0% |
| FITB | Sell | FIFTH THIRD BANCORP COMstock | $28,000 | -94.7% | 1,328 | -95.1% | 0.01% | -95.2% |
| GBCI | GLACIER BANCORP INC NEW COMstock | $29,000 | -9.4% | 904 | 0.0% | 0.01% | -23.1% | |
| CDNS | Buy | CADENCE DESIGN SYSTEM INC COMstock | $29,000 | +383.3% | 269 | +341.0% | 0.01% | +400.0% |
| CHRW | C H ROBINSON WORLDWIDE INC COM NEWstock | $28,000 | +27.3% | 275 | 0.0% | 0.01% | +11.1% | |
| BKNG | Buy | BOOKING HLDGS INC COMstock | $29,000 | +383.3% | 17 | +325.0% | 0.01% | +400.0% |
| BX | BLACKSTONE GROUP L P COM UNIT LTDstock | $29,000 | -6.5% | 550 | 0.0% | 0.01% | -16.7% | |
| DIG | Buy | PROSHARES ULTRA OIL & GASetf | $28,000 | -12.5% | 580 | +36.8% | 0.01% | -23.1% |
| ANTM | Buy | ANTHEM INC COMstock | $28,000 | +40.0% | 106 | +39.5% | 0.01% | +25.0% |
| LBRDK | LIBERTY BROADBAND CORP COM SER Cstock | $28,000 | +16.7% | 197 | 0.0% | 0.01% | 0.0% | |
| JCI | Sell | JOHNSON CTLS INTL PLC SHSstock | $29,000 | +20.8% | 699 | -2.4% | 0.01% | 0.0% |
| MTB | M & T BK CORP COMstock | $29,000 | -9.4% | 310 | 0.0% | 0.01% | -23.1% | |
| MKL | Buy | MARKEL CORP COMstock | $29,000 | +107.1% | 30 | +100.0% | 0.01% | +66.7% |
| GSK | GLAXOSMITHKLINE PLC SPONSORED ADRadr | $26,000 | -10.3% | 700 | 0.0% | 0.01% | -25.0% | |
| ZBH | ZIMMER BIOMET HLDGS INC COMstock | $25,000 | +13.6% | 185 | 0.0% | 0.01% | 0.0% | |
| GPRK | New | GEOPARK LTD USD SHSstock | $25,000 | – | 3,451 | +100.0% | 0.01% | – |
| ZTS | Buy | ZOETIS INC CL Astock | $25,000 | +1150.0% | 154 | +755.6% | 0.01% | +800.0% |
| PTON | Sell | PELOTON INTERACTIVE INC CL A COMstock | $25,000 | -16.7% | 250 | -51.9% | 0.01% | -25.0% |
| MELI | New | MERCADOLIBRE INC COMstock | $27,000 | – | 25 | +100.0% | 0.01% | – |
| FHLC | Buy | FIDELITY MSCI HEALTH CARE INDEX ETFetf | $25,000 | +13.6% | 467 | +6.6% | 0.01% | 0.0% |
| MSI | Buy | MOTOROLA SOLUTIONS INC COM NEWstock | $25,000 | +13.6% | 159 | +3.2% | 0.01% | 0.0% |
| EFAV | ISHARES MSCI EAFE MIN VOL FACTOR ETFetf | $27,000 | +3.8% | 392 | 0.0% | 0.01% | -10.0% | |
| ERX | Buy | DIREXION DAILY ENERGY BULL 2X SHARESetf | $27,000 | -15.6% | 2,917 | +37.8% | 0.01% | -30.8% |
| KHC | KRAFT HEINZ CO COMstock | $25,000 | -7.4% | 835 | 0.0% | 0.01% | -18.2% | |
| CLR | New | CONTINENTAL RESOURCES INC COMstock | $27,000 | – | 2,197 | +100.0% | 0.01% | – |
| CTVA | CORTEVA INC COMstock | $25,000 | +8.7% | 858 | 0.0% | 0.01% | 0.0% | |
| ESGD | New | ISHARES MSCI EAFE ESG SELECT ETFetf | $26,000 | – | 415 | +100.0% | 0.01% | – |
| AVB | AVALONBAY CMNTYS INC COMreit | $26,000 | -3.7% | 174 | 0.0% | 0.01% | -18.2% | |
| VRTX | Sell | VERTEX PHARMACEUTICALS INC COMstock | $27,000 | -10.0% | 100 | -2.9% | 0.01% | -25.0% |
| AZO | AUTOZONE INC COMstock | $25,000 | +4.2% | 21 | 0.0% | 0.01% | -10.0% | |
| MRVL | Buy | MARVELL TECHNOLOGY GROUP LTD ORDstock | $25,000 | +316.7% | 629 | +281.2% | 0.01% | +350.0% |
| LEG | Buy | LEGGETT & PLATT INC COMstock | $27,000 | +17.4% | 666 | +1.1% | 0.01% | 0.0% |
| CMI | New | CUMMINS INC COMstock | $26,000 | – | 125 | +100.0% | 0.01% | – |
| TWTR | Buy | TWITTER INC COMstock | $27,000 | +68.8% | 600 | +12.8% | 0.01% | +50.0% |
| NTRS | NORTHERN TR CORP COMstock | $23,000 | -4.2% | 300 | 0.0% | 0.01% | -20.0% | |
| MFC | MANULIFE FINL CORP COMstock | $24,000 | 0.0% | 1,732 | 0.0% | 0.01% | -20.0% | |
| PHG | Buy | KONINKLIJKE PHILIPS N V NY REG SH NEWadr | $22,000 | +4.8% | 462 | +2.0% | 0.01% | 0.0% |
| MTN | Buy | VAIL RESORTS INC COMstock | $24,000 | +1100.0% | 113 | +769.2% | 0.01% | +700.0% |
| PODD | New | INSULET CORP COMstock | $24,000 | – | 100 | +100.0% | 0.01% | – |
| LH | LABORATORY CORP AMER HLDGS COM NEWstock | $24,000 | +14.3% | 125 | 0.0% | 0.01% | 0.0% | |
| TMUS | New | T MOBILE US INC COMstock | $22,000 | – | 193 | +100.0% | 0.01% | – |
| IT | Buy | GARTNER INC COMstock | $24,000 | +20.0% | 193 | +14.9% | 0.01% | 0.0% |
| ET | ENERGY TRANSFER LP COM UT LTD PTNstock | $23,000 | -23.3% | 4,170 | 0.0% | 0.01% | -33.3% | |
| IWN | Buy | ISHARES RUSSELL 2000 VALUE ETFetf | $22,000 | +22.2% | 223 | +20.5% | 0.01% | +14.3% |
| FXH | FIRST TRUST HEALTH CARE ALPHADEX FUNDetf | $24,000 | +4.3% | 255 | 0.0% | 0.01% | -11.1% | |
| FVD | Buy | FIRST TRUST VALUE LINE DIVIDEND INDEX FUNDetf | $24,000 | +9.1% | 777 | +8.7% | 0.01% | -11.1% |
| SO | SOUTHERN CO COMstock | $22,000 | +4.8% | 400 | 0.0% | 0.01% | 0.0% | |
| HUN | New | HUNTSMAN CORP COMstock | $22,000 | – | 999 | +100.0% | 0.01% | – |
| AMN | New | AMN HEALTHCARE SERVICES INC COMstock | $23,000 | – | 400 | +100.0% | 0.01% | – |
| O | Buy | REALTY INCOME CORP COMreit | $24,000 | 0.0% | 402 | +1.3% | 0.01% | -20.0% |
| CBRE | CBRE GROUP INC CL Astock | $23,000 | +4.5% | 495 | 0.0% | 0.01% | -11.1% | |
| EBAY | Buy | EBAY INC COMstock | $24,000 | +9.1% | 469 | +11.9% | 0.01% | -11.1% |
| INFO | IHS MARKIT LTD SHSstock | $24,000 | +4.3% | 300 | 0.0% | 0.01% | -11.1% | |
| GOLD | BARRICK GOLD CORP COMstock | $24,000 | +4.3% | 854 | 0.0% | 0.01% | -11.1% | |
| SSNC | Buy | SS&C TECHNOLOGIES HLDGS INC COMstock | $23,000 | +27.8% | 382 | +18.6% | 0.01% | +14.3% |
| ATVI | New | ACTIVISION BLIZZARD INC COMstock | $24,000 | – | 300 | +100.0% | 0.01% | – |
| CDW | Buy | CDW CORP COMstock | $23,000 | +15.0% | 193 | +14.9% | 0.01% | 0.0% |
| OLED | Buy | UNIVERSAL DISPLAY CORP COMstock | $23,000 | +228.6% | 125 | +150.0% | 0.01% | +166.7% |
| MDB | New | MONGODB INC CL Astock | $22,000 | – | 95 | +100.0% | 0.01% | – |
| FDIS | Sell | FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETetf | $24,000 | 0.0% | 393 | -16.0% | 0.01% | -20.0% |
| VIAC | CBS CORP NEW CL Bstock | $23,000 | +21.1% | 813 | 0.0% | 0.01% | 0.0% | |
| CGNX | Buy | COGNEX CORP COMstock | $23,000 | +228.6% | 350 | +204.3% | 0.01% | +166.7% |
| KMI | Buy | KINDER MORGAN INC DEL COMstock | $24,000 | -17.2% | 1,919 | +0.4% | 0.01% | -33.3% |
| SWKS | Buy | SKYWORKS SOLUTIONS INC COMstock | $23,000 | +27.8% | 157 | +14.6% | 0.01% | +14.3% |
| PFF | Buy | ISHARES PREFERRED AND INCOME SECURITIES ETFetf | $20,000 | +5.3% | 545 | +1.3% | 0.01% | -12.5% |
| IGN | ISHARES NORTH AMERICAN TECH-MULTIMEDIA NETWORKING ETFetf | $19,000 | -5.0% | 400 | 0.0% | 0.01% | -12.5% | |
| VRSN | VERISIGN INC COMstock | $20,000 | -4.8% | 100 | 0.0% | 0.01% | -12.5% | |
| QSR | RESTAURANT BRANDS INTL INC COMstock | $19,000 | +5.6% | 325 | 0.0% | 0.01% | 0.0% | |
| XSLV | Buy | INVESCO S&P SMALLCAP LOW VOLATILITY ETFetf | $20,000 | +25.0% | 588 | +21.2% | 0.01% | +16.7% |
| PAA | Sell | PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTNstock | $19,000 | -71.2% | 3,220 | -56.5% | 0.01% | -73.1% |
| RY | New | ROYAL BK CDA MONTREAL QUE COMstock | $21,000 | – | 300 | +100.0% | 0.01% | – |
| HACK | ETFMG PRIME CYBER SECURITY ETFetf | $19,000 | +5.6% | 414 | 0.0% | 0.01% | 0.0% | |
| INSG | Sell | INSEEGO CORP COMstock | $21,000 | -74.4% | 2,034 | -71.1% | 0.01% | -78.8% |
| ADI | Buy | ANALOG DEVICES INC COMstock | $21,000 | +162.5% | 177 | +156.5% | 0.01% | +133.3% |
| KRE | SPDR S&P REGIONAL BANKING ETFetf | $21,000 | -8.7% | 597 | 0.0% | 0.01% | -22.2% | |
| HTGC | Buy | HERCULES CAPITAL INC COMcef | $19,000 | +26.7% | 1,610 | +12.5% | 0.01% | +16.7% |
| HSIC | HENRY SCHEIN INC COMstock | $19,000 | 0.0% | 330 | 0.0% | 0.01% | -12.5% | |
| PK | PARK HOTELS RESORTS INC COMreit | $20,000 | 0.0% | 2,000 | 0.0% | 0.01% | -12.5% | |
| LHCG | New | LHC GROUP INC COMstock | $20,000 | – | 93 | +100.0% | 0.01% | – |
| CAH | Buy | CARDINAL HEALTH INC COMstock | $21,000 | +16.7% | 456 | +34.5% | 0.01% | 0.0% |
| SAIC | New | SCIENCE APPLICATNS INTL CP NEW COMstock | $20,000 | – | 251 | +100.0% | 0.01% | – |
| CB | Sell | CHUBB LIMITED COMstock | $19,000 | -48.6% | 160 | -44.6% | 0.01% | -53.3% |
| XLI | Buy | INDUSTRIAL SELECT SECTOR SPDR FUNDetf | $19,000 | +58.3% | 244 | +36.3% | 0.01% | +40.0% |
| SQNS | SEQUANS COMMUNICATIONS S A SPONSORED ADSadr | $19,000 | -5.0% | 3,177 | 0.0% | 0.01% | -12.5% | |
| LEN | Sell | LENNAR CORP CL Astock | $21,000 | -16.0% | 260 | -36.6% | 0.01% | -30.0% |
| OKE | ONEOK INC NEW COMstock | $21,000 | -22.2% | 800 | 0.0% | 0.01% | -36.4% | |
| BIP | Buy | BROOKFIELD INFRAST PARTNERS LP LP INT UNITstock | $19,000 | +35.7% | 394 | +15.5% | 0.01% | +16.7% |
| OXY | Sell | OCCIDENTAL PETE CORP COMstock | $20,000 | -45.9% | 2,000 | -0.6% | 0.01% | -53.3% |
| FTCS | FIRST TRUST CAPITAL STRENGTH ETFetf | $21,000 | +5.0% | 336 | 0.0% | 0.01% | -12.5% | |
| SAVE | SPIRIT AIRLS INC COMstock | $20,000 | -9.1% | 1,231 | 0.0% | 0.01% | -22.2% | |
| FCOM | Sell | FIDELITY MSCI COMMUNICATION SERVICES INDEX ETFetf | $19,000 | +5.6% | 505 | -2.3% | 0.01% | 0.0% |
| AWF | Sell | ALLIANCEBERNSTEIN GBL HGH INCM COMcef | $21,000 | -73.8% | 2,033 | -74.3% | 0.01% | -78.1% |
| TRMB | TRIMBLE INC COMstock | $20,000 | +11.1% | 420 | 0.0% | 0.01% | 0.0% | |
| NUE | Buy | NUCOR CORP COMstock | $19,000 | +26.7% | 430 | +21.8% | 0.01% | +16.7% |
| MCO | Buy | MOODYS CORP COMstock | $19,000 | +280.0% | 67 | +294.1% | 0.01% | +250.0% |
| SYF | Buy | SYNCHRONY FINL COMstock | $19,000 | +18.8% | 708 | +0.9% | 0.01% | +16.7% |
| EXC | EXELON CORP COMstock | $21,000 | 0.0% | 590 | 0.0% | 0.01% | -12.5% | |
| ROBO | ROBO GLOBAL ROBOTICS AND AUTOMATION INDEX ETFetf | $21,000 | +10.5% | 442 | 0.0% | 0.01% | -12.5% | |
| UL | UNILEVER PLC SPON ADR NEWadr | $19,000 | +11.8% | 309 | 0.0% | 0.01% | 0.0% | |
| PRU | Sell | PRUDENTIAL FINL INC COMstock | $21,000 | -4.5% | 336 | -4.8% | 0.01% | -22.2% |
| IYE | Buy | ISHARES U.S. ENERGY ETFetf | $20,000 | +400.0% | 1,225 | +521.8% | 0.01% | +250.0% |
| IWO | Buy | ISHARES RUSSELL 2000 GROWTH ETFetf | $19,000 | +35.7% | 86 | +26.5% | 0.01% | +16.7% |
| DON | Buy | WISDOMTREE U.S. MIDCAP DIVIDEND FUNDetf | $18,000 | 0.0% | 622 | +0.6% | 0.01% | -14.3% |
| ARE | New | ALEXANDRIA REAL ESTATE EQ INC COMreit | $16,000 | – | 99 | +100.0% | 0.01% | – |
| NLY | Buy | ANNALY CAP MGMT INC COMreit | $16,000 | +14.3% | 2,203 | +2.9% | 0.01% | 0.0% |
| BP | BP PLC SPONSORED ADRadr | $18,000 | -25.0% | 1,030 | 0.0% | 0.01% | -40.0% | |
| BOH | Buy | BANK HAWAII CORP COMstock | $18,000 | -18.2% | 355 | +1.1% | 0.01% | -33.3% |
| CRH | New | CRH PLC ADRadr | $18,000 | – | 510 | +100.0% | 0.01% | – |
| CCL | Buy | CARNIVAL CORP PAIRED CTFstock | $16,000 | +45.5% | 1,025 | +46.4% | 0.01% | +50.0% |
| DELL | Buy | DELL TECHNOLOGIES INC CL Cstock | $16,000 | +220.0% | 229 | +131.3% | 0.01% | +200.0% |
| FTAI | Sell | FORTRESS TRANS INFRST INVS LLC COM REP LTD LIABstock | $16,000 | -60.0% | 915 | -70.3% | 0.01% | -62.5% |
| IPGP | IPG PHOTONICS CORP COMstock | $17,000 | +6.2% | 100 | 0.0% | 0.01% | 0.0% | |
| ITT | Buy | ITT INC COMstock | $16,000 | +6.7% | 264 | +0.4% | 0.01% | 0.0% |
| LADR | LADDER CAP CORP CL Areit | $16,000 | -11.1% | 2,221 | 0.0% | 0.01% | -14.3% | |
| LKFN | Buy | LAKELAND FINL CORP COMstock | $16,000 | +6.7% | 388 | +24.4% | 0.01% | 0.0% |
| LSXMK | Sell | LIBERTY MEDIA CORP DELAWARE COM C SIRIUSXMstock | $17,000 | 0.0% | 503 | -0.8% | 0.01% | -14.3% |
| LAD | New | LITHIA MTRS INC CL Astock | $18,000 | – | 77 | +100.0% | 0.01% | – |
| MTH | New | MERITAGE HOMES CORP COMstock | $18,000 | – | 165 | +100.0% | 0.01% | – |
| NRT | NORTH EUROPEAN OIL RTY TR SH BEN INTstock | $17,000 | -10.5% | 5,932 | 0.0% | 0.01% | -25.0% | |
| PAAS | New | PAN AMERICAN SILVER CORP COMstock | $16,000 | – | 500 | +100.0% | 0.01% | – |
| MDYG | SPDR S&P 400 MID CAP GROWTH ETFetf | $17,000 | +6.2% | 300 | 0.0% | 0.01% | 0.0% | |
| SPPI | SPECTRUM PHARMACEUTICALS INC COMstock | $17,000 | +21.4% | 4,175 | 0.0% | 0.01% | 0.0% | |
| TCO | TAUBMAN CTRS INC COMreit | $17,000 | -10.5% | 497 | 0.0% | 0.01% | -25.0% | |
| VFH | VANGUARD FINANCIALS INDEX FUNDetf | $17,000 | 0.0% | 292 | 0.0% | 0.01% | -14.3% | |
| TEAM | New | ATLASSIAN CORP PLC CL Astock | $18,000 | – | 100 | +100.0% | 0.01% | – |
| HPE | HEWLETT PACKARD ENTERPRISE CO COMstock | $15,000 | 0.0% | 1,584 | 0.0% | 0.01% | -16.7% | |
| HOLX | HOLOGIC INC COMstock | $13,000 | +18.2% | 200 | 0.0% | 0.01% | +25.0% | |
| HUBS | New | HUBSPOT INC COMstock | $15,000 | – | 53 | +100.0% | 0.01% | – |
| ETSY | New | ETSY INC COMstock | $13,000 | – | 110 | +100.0% | 0.01% | – |
| SGOL | ABERDEEN STANDARD PHYSICAL SWISS GOLD SHARES ETFetf | $13,000 | 0.0% | 730 | 0.0% | 0.01% | 0.0% | |
| SPH | Buy | SUBURBAN PROPANE PARTNERS L P UNIT LTD PARTNstock | $15,000 | +15.4% | 946 | +2.2% | 0.01% | 0.0% |
| ALNY | New | ALNYLAM PHARMACEUTICALS INC COMstock | $15,000 | – | 100 | +100.0% | 0.01% | – |
| BST | New | BLACKROCK SCIENCE & TECH TR SHScef | $15,000 | – | 352 | +100.0% | 0.01% | – |
| VEEV | VEEVA SYS INC CL A COMstock | $15,000 | +15.4% | 54 | 0.0% | 0.01% | 0.0% | |
| LIN | New | LINDE PLC SHSstock | $14,000 | – | 60 | +100.0% | 0.01% | – |
| QRVO | QORVO INC COMstock | $14,000 | +16.7% | 112 | 0.0% | 0.01% | 0.0% | |
| MS | MORGAN STANLEY COM NEWstock | $14,000 | 0.0% | 295 | 0.0% | 0.01% | -16.7% | |
| MIC | Sell | MACQUARIE INFRASTRUCTURE CORP COMstock | $13,000 | -45.8% | 494 | -36.6% | 0.01% | -50.0% |
| LNT | ALLIANT ENERGY CORP COMstock | $15,000 | +7.1% | 300 | 0.0% | 0.01% | -16.7% | |
| ZBRA | New | ZEBRA TECHNOLOGIES CORP CL Astock | $15,000 | – | 61 | +100.0% | 0.01% | – |
| FMC | New | FMC CORP COM NEWstock | $14,000 | – | 130 | +100.0% | 0.01% | – |
| XHR | XENIA HOTELS & RESORTS INC COMreit | $13,000 | -7.1% | 1,468 | 0.0% | 0.01% | -16.7% | |
| ABMD | New | ABIOMED INC COMstock | $13,000 | – | 46 | +100.0% | 0.01% | – |
| MOH | New | MOLINA HEALTHCARE INC COMstock | $14,000 | – | 74 | +100.0% | 0.01% | – |
| BLOK | AMPLIFY TRANSFORMATIONAL DATA SHARING ETFetf | $13,000 | +18.2% | 528 | 0.0% | 0.01% | +25.0% | |
| CERN | Buy | CERNER CORP COMstock | $15,000 | – | 212 | +100.0% | 0.01% | – |
| BLL | BALL CORP COMstock | $13,000 | +18.2% | 156 | 0.0% | 0.01% | +25.0% | |
| MAIN | New | MAIN STREET CAPITAL CORP COMcef | $15,000 | – | 500 | +100.0% | 0.01% | – |
| VEU | Buy | VANGUARD FTSE ALL-WORLD EX US INDEX FUNDetf | $14,000 | – | 270 | +100.0% | 0.01% | – |
| FIVE | New | FIVE BELOW INC COMstock | $14,000 | – | 107 | +100.0% | 0.01% | – |
| WRK | WESTROCK CO COMstock | $15,000 | +25.0% | 430 | 0.0% | 0.01% | 0.0% | |
| WTFC | WINTRUST FINL CORP COMstock | $15,000 | -6.2% | 372 | 0.0% | 0.01% | -16.7% | |
| RMTI | Buy | ROCKWELL MED INC COMstock | $15,000 | +66.7% | 14,406 | +201.3% | 0.01% | +25.0% |
| PRVB | Buy | PROVENTION BIO INC COMstock | $13,000 | +85.7% | 1,000 | +100.0% | 0.01% | +66.7% |
| HZNP | Buy | HORIZON THERAPEUTICS PUB L SHSstock | $15,000 | +87.5% | 191 | +41.5% | 0.01% | +66.7% |
| NRZ | Sell | NEW RESIDENTIAL INVT CORP COM NEWreit | $14,000 | -17.6% | 1,756 | -20.9% | 0.01% | -28.6% |
| PHM | New | PULTE GROUP INC COMstock | $13,000 | – | 275 | +100.0% | 0.01% | – |
| SONY | New | SONY CORP SPONSORED ADRadr | $11,000 | – | 142 | +100.0% | 0.00% | – |
| ALLY | ALLY FINL INC COMstock | $12,000 | +33.3% | 477 | 0.0% | 0.00% | 0.0% | |
| A | AGILENT TECHNOLOGIES INC COMstock | $10,000 | +11.1% | 102 | 0.0% | 0.00% | 0.0% | |
| Z | New | ZILLOW GROUP INC CL C CAP STKstock | $10,000 | – | 103 | +100.0% | 0.00% | – |
| SBAC | SBA COMMUNICATIONS CORP NEW CL Areit | $12,000 | 0.0% | 39 | 0.0% | 0.00% | -20.0% | |
| ISTB | Sell | ISHARES CORE 1-5 YEAR USD BOND ETFetf | $10,000 | -33.3% | 201 | -32.1% | 0.00% | -33.3% |
| PLNT | New | PLANET FITNESS INC CL Astock | $12,000 | – | 200 | +100.0% | 0.00% | – |
| TUSA | FIRST TRUST TOTAL US MARKET ALPHADEX ETFetf | $11,000 | +10.0% | 323 | 0.0% | 0.00% | 0.0% | |
| BIO | BIO RAD LABS INC CL Astock | $12,000 | +20.0% | 23 | 0.0% | 0.00% | 0.0% | |
| UFPI | New | UFP INDUSTRIES INC COMstock | $11,000 | – | 202 | +100.0% | 0.00% | – |
| WDAY | New | WORKDAY INC CL Astock | $10,000 | – | 45 | +100.0% | 0.00% | – |
| PHO | New | INVESCO WATER RESOURCES ETFetf | $11,000 | – | 272 | +100.0% | 0.00% | – |
| COO | COOPER COS INC COM NEWstock | $12,000 | +20.0% | 35 | 0.0% | 0.00% | 0.0% | |
| INVH | Sell | INVITATION HOMES INC COMreit | $11,000 | -92.0% | 395 | -92.1% | 0.00% | -92.7% |
| NBR | NABORS INDUSTRIES LTD SHSstock | $10,000 | -33.3% | 400 | 0.0% | 0.00% | -33.3% | |
| PHYS | SPROTT PHYSICAL GOLD TR UNITcef | $11,000 | +10.0% | 704 | 0.0% | 0.00% | 0.0% | |
| WAB | Buy | WABTEC CORP COMstock | $10,000 | +100.0% | 169 | +92.0% | 0.00% | +100.0% |
| RPAI | RETAIL PPTYS AMER INC CL Areit | $12,000 | -20.0% | 2,062 | 0.0% | 0.00% | -33.3% | |
| FUN | CEDAR FAIR L P DEPOSITRY UNITstock | $11,000 | 0.0% | 404 | 0.0% | 0.00% | 0.0% | |
| AXDX | ACCELERATE DIAGNOSTICS INC COMstock | $11,000 | -26.7% | 1,000 | 0.0% | 0.00% | -33.3% | |
| WELL | WELLTOWER INC COMreit | $12,000 | 0.0% | 223 | 0.0% | 0.00% | -20.0% | |
| GNRC | New | GENERAC HLDGS INC COMstock | $10,000 | – | 50 | +100.0% | 0.00% | – |
| BCPC | New | BALCHEM CORP COMstock | $10,000 | – | 100 | +100.0% | 0.00% | – |
| IQ | New | IQIYI INC SPONSORED ADSadr | $12,000 | – | 550 | +100.0% | 0.00% | – |
| GM | Buy | GENERAL MTRS CO COMstock | $11,000 | +266.7% | 376 | +198.4% | 0.00% | +300.0% |
| CRUS | New | CIRRUS LOGIC INC COMstock | $10,000 | – | 150 | +100.0% | 0.00% | – |
| ONVO | New | ORGANOVO HLDGS INC COM NEWstock | $12,000 | – | 1,550 | +100.0% | 0.00% | – |
| SGEN | New | SEAGEN INC COMstock | $10,000 | – | 49 | +100.0% | 0.00% | – |
| FENY | New | FIDELITY MSCI ENERGY INDEX ETFetf | $11,000 | – | 1,400 | +100.0% | 0.00% | – |
| TWLO | Buy | TWILIO INC CL Astock | $11,000 | +120.0% | 45 | +80.0% | 0.00% | +100.0% |
| FSTA | Buy | FIDELITY MSCI CONSUMER STAPLES INDEX ETFetf | $10,000 | +11.1% | 257 | +4.5% | 0.00% | 0.0% |
| UNF | Buy | UNIFIRST CORP MASS COMstock | $12,000 | +300.0% | 62 | +244.4% | 0.00% | +300.0% |
| SMG | New | SCOTTS MIRACLE GRO CO CL Astock | $11,000 | – | 74 | +100.0% | 0.00% | – |
| QGEN | New | QIAGEN NV SHS NEWstock | $10,000 | – | 192 | +100.0% | 0.00% | – |
| VLO | VALERO ENERGY CORP NEW COMstock | $12,000 | -25.0% | 276 | 0.0% | 0.00% | -33.3% | |
| SCHA | Buy | SCHWAB U.S. SMALL-CAP ETFetf | $10,000 | +233.3% | 143 | +225.0% | 0.00% | +300.0% |
| CRWD | New | CROWDSTRIKE HLDGS INC CL Astock | $10,000 | – | 75 | +100.0% | 0.00% | – |
| OPK | OPKO HEALTH INC COMstock | $10,000 | 0.0% | 2,825 | 0.0% | 0.00% | 0.0% | |
| HPQ | HP INC COMstock | $10,000 | +11.1% | 534 | 0.0% | 0.00% | 0.0% | |
| CADE | CADENCE BANCORPORATION CL Astock | $10,000 | 0.0% | 1,135 | 0.0% | 0.00% | 0.0% | |
| KEP | KOREA ELECTRIC PWR SPONSORED ADRadr | $11,000 | +10.0% | 1,250 | 0.0% | 0.00% | 0.0% | |
| CI | CIGNA CORP NEW COMstock | $11,000 | -8.3% | 62 | 0.0% | 0.00% | -20.0% | |
| LSXMA | Sell | LIBERTY MEDIA CORP DELAWARE COM A SIRIUSXMstock | $10,000 | 0.0% | 302 | -0.7% | 0.00% | 0.0% |
| TTEK | New | TETRA TECH INC NEW COMstock | $11,000 | – | 119 | +100.0% | 0.00% | – |
| BAM | BROOKFIELD ASSET MGMT INC CL A LTD VT SHstock | $11,000 | 0.0% | 325 | 0.0% | 0.00% | 0.0% | |
| OGS | ONE GAS INC COMstock | $12,000 | -7.7% | 175 | 0.0% | 0.00% | -20.0% | |
| SHYF | SHYFT GROUP INC COMstock | $8,000 | +14.3% | 415 | 0.0% | 0.00% | 0.0% | |
| JOBS | New | 51JOB INC SPONSORED ADSadr | $8,000 | – | 100 | +100.0% | 0.00% | – |
| STLD | New | STEEL DYNAMICS INC COMstock | $8,000 | – | 265 | +100.0% | 0.00% | – |
| MNST | MONSTER BEVERAGE CORP NEW COMstock | $8,000 | +14.3% | 99 | 0.0% | 0.00% | 0.0% | |
| EXAS | EXACT SCIENCES CORP COMstock | $9,000 | +12.5% | 90 | 0.0% | 0.00% | 0.0% | |
| TTWO | TAKE-TWO INTERACTIVE SOFTWARE COMstock | $8,000 | +14.3% | 49 | 0.0% | 0.00% | 0.0% | |
| EHTH | New | EHEALTH INC COMstock | $8,000 | – | 101 | +100.0% | 0.00% | – |
| TEL | Sell | TE CONNECTIVITY LTD REG SHSstock | $8,000 | +14.3% | 79 | -10.2% | 0.00% | 0.0% |
| APH | AMPHENOL CORP NEW CL Astock | $8,000 | +14.3% | 70 | 0.0% | 0.00% | 0.0% | |
| PGR | PROGRESSIVE CORP COMstock | $8,000 | +14.3% | 88 | 0.0% | 0.00% | 0.0% | |
| KXI | ISHARES GLOBAL CONSUMER STAPLES ETFetf | $8,000 | +14.3% | 142 | 0.0% | 0.00% | 0.0% | |
| ARNA | ARENA PHARMACEUTICALS INC COM NEWstock | $8,000 | +14.3% | 105 | 0.0% | 0.00% | 0.0% | |
| SCZ | ISHARES MSCI EAFE SMALL-CAP ETFetf | $8,000 | 0.0% | 141 | 0.0% | 0.00% | 0.0% | |
| NTES | New | NETEASE INC SPONSORED ADRadr | $9,000 | – | 20 | +100.0% | 0.00% | – |
| DGX | New | QUEST DIAGNOSTICS INC COMstock | $8,000 | – | 67 | +100.0% | 0.00% | – |
| WSO | New | WATSCO INC COMstock | $8,000 | – | 35 | +100.0% | 0.00% | – |
| NWL | NEWELL BRANDS INC COMstock | $9,000 | +12.5% | 500 | 0.0% | 0.00% | 0.0% | |
| IDEX | Buy | IDEANOMICS INC COMstock | $9,000 | -10.0% | 10,000 | +100.0% | 0.00% | -25.0% |
| SPTS | SPDR PORTFOLIO SHORT TERM TREASURY ETFetf | $8,000 | 0.0% | 245 | 0.0% | 0.00% | 0.0% | |
| BC | New | BRUNSWICK CORP COMstock | $9,000 | – | 149 | +100.0% | 0.00% | – |
| MUSA | New | MURPHY USA INC COMstock | $8,000 | – | 65 | +100.0% | 0.00% | – |
| CASY | New | CASEYS GEN STORES INC COMstock | $8,000 | – | 45 | +100.0% | 0.00% | – |
| XLB | New | MATERIALS SELECT SECTOR SPDR FUNDetf | $9,000 | – | 143 | +100.0% | 0.00% | – |
| CAT | Sell | CATERPILLAR INC DEL COMstock | $9,000 | -60.9% | 61 | -65.7% | 0.00% | -66.7% |
| CHX | CHAMPIONX CORPORATION COMstock | $8,000 | -20.0% | 1,022 | 0.0% | 0.00% | -25.0% | |
| SWAV | New | SHOCKWAVE MED INC COMstock | $8,000 | – | 110 | +100.0% | 0.00% | – |
| PUMP | New | PROPETRO HLDG CORP COMstock | $5,000 | – | 1,300 | +100.0% | 0.00% | – |
| WEC | Sell | WEC ENERGY GROUP INC COMstock | $6,000 | 0.0% | 64 | -8.6% | 0.00% | 0.0% |
| MBUU | MALIBU BOATS INC COM CL Astock | $6,000 | 0.0% | 111 | 0.0% | 0.00% | 0.0% | |
| XLNX | New | XILINX INC COMstock | $6,000 | – | 55 | +100.0% | 0.00% | – |
| RDSA | ROYAL DUTCH SHELL PLC SPONS ADR Aadr | $7,000 | -22.2% | 290 | 0.0% | 0.00% | -50.0% | |
| MASI | New | MASIMO CORP COMstock | $6,000 | – | 25 | +100.0% | 0.00% | – |
| ZEN | New | ZENDESK INC COMstock | $5,000 | – | 53 | +100.0% | 0.00% | – |
| AYX | New | ALTERYX INC COM CL Astock | $6,000 | – | 57 | +100.0% | 0.00% | – |
| BB | Buy | BLACKBERRY LTD COMstock | $6,000 | +200.0% | 1,400 | +257.1% | 0.00% | +100.0% |
| BKCC | Sell | BLACKROCK CAPITAL INVESTMENT C COMcef | $5,000 | -75.0% | 2,044 | -73.2% | 0.00% | -75.0% |
| BEP | BROOKFIELD RENEWABLE PARTNERS PARTNERSHIP UNITstock | $6,000 | 0.0% | 115 | 0.0% | 0.00% | 0.0% | |
| FSLR | New | FIRST SOLAR INC COMstock | $5,000 | – | 75 | +100.0% | 0.00% | – |
| NI | NISOURCE INC COMstock | $7,000 | 0.0% | 323 | 0.0% | 0.00% | -33.3% | |
| MJ | Sell | ETFMG ALTERNATIVE HARVEST ETFetf | $5,000 | -16.7% | 493 | -1.4% | 0.00% | 0.0% |
| BRMK | BROADMARK RLTY CAP INC COMreit | $6,000 | 0.0% | 632 | 0.0% | 0.00% | 0.0% | |
| DISCK | Buy | DISCOVERY INC COM SER Cstock | $5,000 | +66.7% | 250 | +66.7% | 0.00% | +100.0% |
| TW | TRADEWEB MKTS INC CL Astock | $6,000 | 0.0% | 110 | 0.0% | 0.00% | 0.0% | |
| Buy | US ECOLOGY INC COMstock | $5,000 | +66.7% | 142 | +54.3% | 0.00% | +100.0% | |
| TRV | TRAVELERS COMPANIES INC COMstock | $7,000 | 0.0% | 64 | 0.0% | 0.00% | -33.3% | |
| KEYS | KEYSIGHT TECHNOLOGIES INC COMstock | $5,000 | 0.0% | 51 | 0.0% | 0.00% | 0.0% | |
| CCK | CROWN HOLDINGS INC COMstock | $5,000 | 0.0% | 71 | 0.0% | 0.00% | 0.0% | |
| SAIL | New | SAILPOINT TECHNLGIES HLDGS INC COMstock | $6,000 | – | 150 | +100.0% | 0.00% | – |
| GTLS | New | CHART INDS INC COM PAR $0.01stock | $7,000 | – | 100 | +100.0% | 0.00% | – |
| HIG | HARTFORD FINL SVCS GROUP INC COMstock | $7,000 | 0.0% | 188 | 0.0% | 0.00% | -33.3% | |
| GIB | CGI INC CL A SUB VTGstock | $7,000 | +16.7% | 97 | 0.0% | 0.00% | 0.0% | |
| SAP | SAP SE SPON ADRadr | $7,000 | +16.7% | 43 | 0.0% | 0.00% | 0.0% | |
| TREX | New | TREX CO INC COMstock | $6,000 | – | 80 | +100.0% | 0.00% | – |
| ENV | New | ENVESTNET INC COMstock | $6,000 | – | 80 | +100.0% | 0.00% | – |
| DECK | New | DECKERS OUTDOOR CORP COMstock | $6,000 | – | 25 | +100.0% | 0.00% | – |
| KR | KROGER CO COMstock | $5,000 | 0.0% | 146 | 0.0% | 0.00% | 0.0% | |
| SCHX | SCHWAB U.S. LARGE-CAP ETFetf | $7,000 | +16.7% | 82 | 0.0% | 0.00% | 0.0% | |
| EQC | New | EQUITY COMWLTH COM SH BEN INTreit | $6,000 | – | 220 | +100.0% | 0.00% | – |
| TAK | Buy | TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADSadr | $6,000 | +100.0% | 317 | +109.9% | 0.00% | +100.0% |
| DDOG | New | DATADOG INC CL A COMstock | $5,000 | – | 50 | +100.0% | 0.00% | – |
| ULTA | New | ULTA BEAUTY INC COMstock | $7,000 | – | 31 | +100.0% | 0.00% | – |
| GORO | New | GOLD RESOURCE CORP COMstock | $7,000 | – | 2,000 | +100.0% | 0.00% | – |
| PANW | New | PALO ALTO NETWORKS INC COMstock | $5,000 | – | 20 | +100.0% | 0.00% | – |
| FFG | New | FBL FINL GROUP INC CL Astock | $7,000 | – | 135 | +100.0% | 0.00% | – |
| SE | New | SEA LTD SPONSORD ADSadr | $6,000 | – | 38 | +100.0% | 0.00% | – |
| CYBR | New | CYBERARK SOFTWARE LTD SHSstock | $5,000 | – | 50 | +100.0% | 0.00% | – |
| PNC | PNC FINL SVCS GROUP INC COMstock | $6,000 | 0.0% | 56 | 0.0% | 0.00% | 0.0% | |
| SRCL | STERICYCLE INC COMstock | $6,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| CLIR | New | CLEARSIGN COMBUSTION CORP COMstock | $7,000 | – | 3,000 | +100.0% | 0.00% | – |
| CONE | CYRUSONE INC COMreit | $5,000 | 0.0% | 70 | 0.0% | 0.00% | 0.0% | |
| FNCL | Buy | FIDELITY MSCI FINANCIALS INDEX ETFetf | $5,000 | +25.0% | 146 | +10.6% | 0.00% | 0.0% |
| FNF | New | FIDELITY NATIONAL FINANCIAL IN FNF GROUP COMstock | $5,000 | – | 150 | +100.0% | 0.00% | – |
| LBTYK | LIBERTY GLOBAL PLC SHS CL Cstock | $6,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% | |
| ADC | AGREE REALTY CORP COMreit | $6,000 | -14.3% | 100 | 0.0% | 0.00% | -33.3% | |
| RELX | RELX PLC SPONSORED ADRadr | $6,000 | 0.0% | 250 | 0.0% | 0.00% | 0.0% | |
| SBBP | New | STRONGBRIDGE BIOPHARMA PLC SHS USDstock | $5,000 | – | 2,500 | +100.0% | 0.00% | – |
| IQV | IQVIA HLDGS INC COMstock | $7,000 | +16.7% | 45 | 0.0% | 0.00% | 0.0% | |
| RLI | RLI CORP COMstock | $5,000 | 0.0% | 60 | 0.0% | 0.00% | 0.0% | |
| PWR | QUANTA SVCS INC COMstock | $5,000 | +25.0% | 99 | 0.0% | 0.00% | 0.0% | |
| ICLN | New | ISHARES S&P GLOBAL CLEAN ENERGY INDEX FUNDetf | $6,000 | – | 303 | +100.0% | 0.00% | – |
| FEYE | Buy | FIREEYE INC COMstock | $6,000 | – | 450 | +1630.8% | 0.00% | – |
| ACLS | AXCELIS TECHNOLOGIES INC COM NEWstock | $5,000 | -16.7% | 228 | 0.0% | 0.00% | 0.0% | |
| NCLH | New | NORWEGIAN CRUISE LINE HLDG LTD SHSstock | $6,000 | – | 329 | +100.0% | 0.00% | – |
| PRLB | New | PROTO LABS INC COMstock | $7,000 | – | 57 | +100.0% | 0.00% | – |
| VNQ | Buy | VANGUARD REAL ESTATE ETFetf | $4,000 | +33.3% | 48 | +29.7% | 0.00% | 0.0% |
| MET | METLIFE INC COMstock | $2,000 | 0.0% | 47 | 0.0% | 0.00% | 0.0% | |
| MMSI | MERIT MED SYS INC COMstock | $3,000 | 0.0% | 69 | 0.0% | 0.00% | 0.0% | |
| NEU | NEWMARKET CORP COMstock | $4,000 | -20.0% | 12 | 0.0% | 0.00% | -50.0% | |
| MKC | MCCORMICK & CO INC COM NON VTGstock | $2,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% | |
| MMP | MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LPstock | $2,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% | |
| MKSI | MKS INSTRUMENT INC COMstock | $2,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% | |
| LFUS | New | LITTELFUSE INC COMstock | $4,000 | – | 20 | +100.0% | 0.00% | – |
| OKTA | OKTA INC CL Astock | $4,000 | 0.0% | 20 | 0.0% | 0.00% | -50.0% | |
| FWONK | Sell | LIBERTY MEDIA CORP DELAWARE COM SER C FRMLAstock | $2,000 | 0.0% | 54 | -1.8% | 0.00% | 0.0% |
| OSUR | ORASURE TECHNOLOGIES INC COMstock | $2,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% | |
| LPLA | New | LPL FINL HLDGS INC COMstock | $4,000 | – | 48 | +100.0% | 0.00% | – |
| LKQ | New | LKQ CORP COMstock | $4,000 | – | 150 | +100.0% | 0.00% | – |
| KDP | KEURIG DR PEPPER INC COMstock | $2,000 | 0.0% | 60 | 0.0% | 0.00% | 0.0% | |
| PEB | New | PEBBLEBROOK HOTEL TR COMreit | $2,000 | – | 134 | +100.0% | 0.00% | – |
| KELYA | New | KELLY SVCS INC CL Astock | $2,000 | – | 110 | +100.0% | 0.00% | – |
| PNW | PINNACLE WEST CAP CORP COMstock | $3,000 | +50.0% | 34 | 0.0% | 0.00% | 0.0% | |
| GOVT | Buy | ISHARES U.S. TREASURY BOND ETFetf | $3,000 | +50.0% | 93 | +27.4% | 0.00% | 0.0% |
| USIG | Buy | ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETFetf | $4,000 | +33.3% | 70 | +25.0% | 0.00% | 0.0% |
| QCRH | New | QCR HOLDINGS INC COMstock | $2,000 | – | 57 | +100.0% | 0.00% | – |
| QCOM | Sell | QUALCOMM INC COMstock | $3,000 | -40.0% | 26 | -53.6% | 0.00% | -50.0% |
| QRTEA | Sell | QURATE RETAIL INC COM SER Astock | $4,000 | -33.3% | 598 | -9.8% | 0.00% | -50.0% |
| TLT | ISHARES 20 YEAR TREASURY BOND ETFetf | $3,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% | |
| RDFN | New | REDFIN CORP COMstock | $4,000 | – | 85 | +100.0% | 0.00% | – |
| RMD | New | RESMED INC COMstock | $3,000 | – | 15 | +100.0% | 0.00% | – |
| ROIC | New | RETAIL OPPORTUNITY INVTS CORP COMreit | $3,000 | – | 246 | +100.0% | 0.00% | – |
| RHI | New | ROBERT HALF INTL INC COMstock | $4,000 | – | 75 | +100.0% | 0.00% | – |
| RSP | New | INVESCO S&P 500 EQUAL WEIGHT ETFetf | $4,000 | – | 40 | +100.0% | 0.00% | – |
| ROST | ROSS STORES INC COMstock | $3,000 | 0.0% | 36 | 0.0% | 0.00% | 0.0% | |
| IPG | INTERPUBLIC GROUP COS INC COMstock | $2,000 | 0.0% | 101 | 0.0% | 0.00% | 0.0% | |
| ITGR | INTEGER HLDGS CORP COMstock | $2,000 | 0.0% | 28 | 0.0% | 0.00% | 0.0% | |
| JKHY | HENRY JACK & ASSOC INC COMstock | $2,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% | |
| BIL | Buy | SPDR BLOOMBERG BARCLAYS 1-3 MONTH T-BILL ETFetf | $2,000 | +100.0% | 21 | +31.2% | 0.00% | – |
| HSBC | HSBC HLDGS PLC SPON ADR NEWadr | $4,000 | -20.0% | 219 | 0.0% | 0.00% | -50.0% | |
| GPRE | GREEN PLAINS INC COMstock | $4,000 | +100.0% | 239 | 0.0% | 0.00% | 0.0% | |
| GMED | GLOBUS MED INC CL Astock | $4,000 | 0.0% | 76 | 0.0% | 0.00% | -50.0% | |
| GPN | GLOBAL PMTS INC COMstock | $3,000 | 0.0% | 18 | 0.0% | 0.00% | 0.0% | |
| GALT | GALECTIN THERAPEUTICS INC COMstock | $4,000 | 0.0% | 1,398 | 0.0% | 0.00% | -50.0% | |
| FSKR | New | FS KKR CAP CORP II COMstock | $3,000 | – | 204 | +100.0% | 0.00% | – |
| SKX | New | SKECHERS U S A INC CL Astock | $3,000 | – | 100 | +100.0% | 0.00% | – |
| STT | STATE STR CORP COMstock | $4,000 | 0.0% | 59 | 0.0% | 0.00% | -50.0% | |
| SFIX | Sell | STITCH FIX INC COM CL Astock | $2,000 | -60.0% | 75 | -61.7% | 0.00% | -50.0% |
| FDS | FACTSET RESH SYS INC COMstock | $2,000 | 0.0% | 6 | 0.0% | 0.00% | 0.0% | |
| EXPE | New | EXPEDIA GROUP INC COM NEWstock | $3,000 | – | 30 | +100.0% | 0.00% | – |
| EOLS | EVOLUS INC COMstock | $4,000 | -20.0% | 954 | 0.0% | 0.00% | -50.0% | |
| TRGP | TARGA RES CORP COMstock | $2,000 | -33.3% | 131 | 0.0% | 0.00% | 0.0% | |
| VIV | TELEFONICA BRASIL SA SPONSORED ADRadr | $3,000 | 0.0% | 336 | 0.0% | 0.00% | 0.0% | |
| TNC | New | TENNANT CO COMstock | $3,000 | – | 50 | +100.0% | 0.00% | – |
| ETFC | E TRADE FINANCIAL CORP COM NEWstock | $2,000 | 0.0% | 38 | 0.0% | 0.00% | 0.0% | |
| EOG | EOG RES INC COMstock | $4,000 | -20.0% | 100 | 0.0% | 0.00% | -50.0% | |
| TYG | TORTOISE ENERGY INFRA CORP COMcef | $2,000 | 0.0% | 128 | 0.0% | 0.00% | 0.0% | |
| DHIL | New | DIAMOND HILL INVT GROUP INC COM NEWstock | $3,000 | – | 20 | +100.0% | 0.00% | – |
| TSN | New | TYSON FOODS INC CL Astock | $2,000 | – | 37 | +100.0% | 0.00% | – |
| UBER | Sell | UBER TECHNOLOGIES INC COMstock | $4,000 | -55.6% | 112 | -59.3% | 0.00% | -75.0% |
| CVET | COVETRUS INC COMstock | $3,000 | +50.0% | 132 | 0.0% | 0.00% | 0.0% | |
| UN | UNILEVER N V N Y SHS NEWadr | $4,000 | +33.3% | 61 | 0.0% | 0.00% | 0.0% | |
| USO | UNITED STATES OIL FUND, LPetf | $4,000 | 0.0% | 126 | 0.0% | 0.00% | -50.0% | |
| CTSH | Sell | COGNIZANT TECHNOLOGY SOLUTIONS CL Astock | $3,000 | -91.7% | 50 | -92.0% | 0.00% | -92.9% |
| UPWK | Sell | UPWORK INC COMstock | $2,000 | -60.0% | 100 | -72.6% | 0.00% | -50.0% |
| BNDX | Buy | VANGUARD TOTAL INTERNATIONAL BOND ETFetf | $2,000 | 0.0% | 34 | +25.9% | 0.00% | 0.0% |
| CENTA | CENTRAL GARDEN & PET CO CL A NON-VTGstock | $2,000 | 0.0% | 54 | 0.0% | 0.00% | 0.0% | |
| VOX | VANGUARD COMMUNICATION SERVICES ETFetf | $3,000 | 0.0% | 34 | 0.0% | 0.00% | 0.0% | |
| CMD | New | CANTEL MED CORP COMstock | $2,000 | – | 40 | +100.0% | 0.00% | – |
| CNNE | New | CANNAE HLDGS INC COMstock | $2,000 | – | 49 | +100.0% | 0.00% | – |
| VMBS | Buy | VANGUARD MORTGAGE-BACKED SECURITIES ETFetf | $4,000 | +33.3% | 81 | +26.6% | 0.00% | 0.0% |
| VTR | VENTAS INC COMreit | $4,000 | 0.0% | 99 | 0.0% | 0.00% | -50.0% | |
| BURL | BURLINGTON STORES INC COMstock | $3,000 | 0.0% | 15 | 0.0% | 0.00% | 0.0% | |
| BRO | BROWN & BROWN INC COMstock | $2,000 | 0.0% | 49 | 0.0% | 0.00% | 0.0% | |
| VO | VANGUARD MID-CAP INDEX FUNDetf | $4,000 | 0.0% | 24 | 0.0% | 0.00% | -50.0% | |
| BEPC | New | BROOKFIELD RENEWABLE CORP CL A SUB VTGstock | $2,000 | – | 28 | +100.0% | 0.00% | – |
| BAH | BOOZ ALLEN HAMILTON HLDG CORP CL Astock | $4,000 | 0.0% | 46 | 0.0% | 0.00% | -50.0% | |
| BLUE | New | BLUEBIRD BIO INC COMstock | $4,000 | – | 80 | +100.0% | 0.00% | – |
| SPCE | VIRGIN GALACTIC HOLDINGS INC COMstock | $3,000 | 0.0% | 160 | 0.0% | 0.00% | 0.0% | |
| BKI | New | BLACK KNIGHT INC COMstock | $4,000 | – | 45 | +100.0% | 0.00% | – |
| VOD | VODAFONE GROUP PLC NEW SPONSORED ADRadr | $3,000 | -25.0% | 242 | 0.0% | 0.00% | -50.0% | |
| BMRN | New | BIOMARIN PHARMACEUTICAL INC COMstock | $4,000 | – | 50 | +100.0% | 0.00% | – |
| BZUN | New | BAOZUN INC SPONSORED ADRadr | $2,000 | – | 50 | +100.0% | 0.00% | – |
| WBT | New | WELBILT INC COMstock | $2,000 | – | 299 | +100.0% | 0.00% | – |
| BIDU | New | BAIDU INC SPON ADR REP Aadr | $4,000 | – | 34 | +100.0% | 0.00% | – |
| WDC | Sell | WESTERN DIGITAL CORP COMstock | $2,000 | -33.3% | 60 | -13.0% | 0.00% | 0.0% |
| AX | New | AXOS FINL INC COMstock | $3,000 | – | 150 | +100.0% | 0.00% | – |
| AVY | AVERY DENNISON CORP COMstock | $3,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
| WMB | WILLIAMS COS INC DEL COMstock | $3,000 | 0.0% | 157 | 0.0% | 0.00% | 0.0% | |
| ANET | Sell | ARISTA NETWORKS INC COMstock | $4,000 | -33.3% | 20 | -25.9% | 0.00% | -50.0% |
| COLD | AMERICOLD RLTY TR COMreit | $2,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% | |
| AIG | Buy | AMERICAN INTL GROUP INC COM NEWstock | $3,000 | – | 102 | +3300.0% | 0.00% | – |
| AXL | AMERICAN AXLE & MFG HLDGS INC COMstock | $3,000 | 0.0% | 450 | 0.0% | 0.00% | 0.0% | |
| DOX | AMDOCS LTD SHSstock | $4,000 | -20.0% | 74 | 0.0% | 0.00% | -50.0% | |
| LBTYA | LIBERTY GLOBAL PLC SHS CL Astock | $2,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| ALC | ALCON INC ORD SHSstock | $2,000 | 0.0% | 38 | 0.0% | 0.00% | 0.0% | |
| FVRR | FIVERR INTL LTD ORD SHSstock | $2,000 | +100.0% | 14 | 0.0% | 0.00% | – | |
| NXPI | New | NXP SEMICONDUCTORS N V COMstock | $4,000 | – | 30 | +100.0% | 0.00% | – |
| YNDX | New | YANDEX N V SHS CLASS Astock | $3,000 | – | 50 | +100.0% | 0.00% | – |
| MU | MICRON TECHNOLOGY INC COMstock | $4,000 | -20.0% | 89 | 0.0% | 0.00% | -50.0% | |
| MSTR | New | MICROSTRATEGY INC CL A NEWstock | $4,000 | – | 25 | +100.0% | 0.00% | – |
| CX | Sell | CEMEX SAB DE CV SPON ADR NEWadr | $0 | -100.0% | 8 | -99.4% | 0.00% | -100.0% |
| NBB | Exit | NUVEEN TAXABLE MUNICPL INCM FD COMcef | $0 | – | 0 | +100.0% | 0.00% | – |
| TM | TOYOTA MOTOR CORP SP ADR REP2COMadr | $1,000 | 0.0% | 7 | 0.0% | 0.00% | – | |
| EXG | New | EATON VANCE TAX MNGD GBL DV EQ COMcef | $0 | – | 0 | +100.0% | 0.00% | – |
| EIX | New | EDISON INTL COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| TS | TENARIS S A SPONSORED ADSadr | $1,000 | 0.0% | 55 | 0.0% | 0.00% | – | |
| EVR | EVERCORE INC CLASS Astock | $1,000 | 0.0% | 22 | 0.0% | 0.00% | – | |
| SUI | SUN CMNTYS INC COMreit | $1,000 | 0.0% | 9 | 0.0% | 0.00% | – | |
| DXC | DXC TECHNOLOGY CO COMstock | $1,000 | 0.0% | 45 | 0.0% | 0.00% | – | |
| STWD | STARWOOD PPTY TR INC COMreit | $1,000 | 0.0% | 50 | 0.0% | 0.00% | – | |
| CGC | Exit | CANOPY GROWTH CORP COMstock | $0 | – | -4 | -100.0% | 0.00% | – |
| QTEC | New | FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUNDetf | $0 | – | 0 | +100.0% | 0.00% | – |
| FXD | New | FIRST TRUST CONSUMER DISCRETIONARY ALPHADEX FUNDetf | $0 | – | 0 | +100.0% | 0.00% | – |
| HYLS | New | FIRST TRUST TACTICAL HIGH YIELD ETFetf | $0 | – | 0 | +100.0% | 0.00% | – |
| FTXR | New | FIRST TRUST NASDAQ TRANSPORTATION ETFetf | $0 | – | 0 | +100.0% | 0.00% | – |
| IPOB | Exit | SOCIAL CAP HDOSPHIA HLDG CO II SHS CL Astock | $0 | – | -100 | -100.0% | 0.00% | – |
| PNR | Exit | PENTAIR PLC SHSstock | $0 | – | -7 | -100.0% | 0.00% | – |
| COTY | COTY INC COM CL Astock | $0 | – | 1 | 0.0% | 0.00% | – | |
| CXW | New | CORECIVIC INC COMreit | $1,000 | – | 117 | +100.0% | 0.00% | – |
| FEMB | New | FIRST TRUST EMERGING MARKETS LOCAL CURRENCY BOND ETFetf | $0 | – | 0 | +100.0% | 0.00% | – |
| LOGM | Exit | LOGMEIN INC COMstock | $0 | – | -17 | -100.0% | 0.00% | – |
| UNIT | New | UNITI GROUP INC COMreit | $0 | – | 0 | +100.0% | 0.00% | – |
| SPG | Sell | SIMON PPTY GROUP INC NEW COMreit | $0 | -100.0% | 2 | -89.5% | 0.00% | – |
| LBRDA | Exit | LIBERTY BROADBAND CORP COM SER Astock | $0 | – | -1 | -100.0% | 0.00% | – |
| FCVT | New | FIRST TRUST SSI STRATEGIC CONVERTIBLE SECURITIES ETFetf | $0 | – | 0 | +100.0% | 0.00% | – |
| VFC | New | V F CORP COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| FIXD | New | FIRST TRUST TCW OPPORTUNISTIC FIXED INCOME ETFetf | $0 | – | 0 | +100.0% | 0.00% | – |
| DVOL | New | FIRST TRUST DORSEY WRIGHT MOMENTUM & LOW VOLATILITY ETFetf | $0 | – | 0 | +100.0% | 0.00% | – |
| CBB | CINCINNATI BELL INC NEW COM NEWstock | $1,000 | 0.0% | 36 | 0.0% | 0.00% | – | |
| CHS | CHICOS FAS INC COMstock | $0 | -100.0% | 404 | 0.0% | 0.00% | – | |
| CC | CHEMOURS CO COMstock | $0 | – | 2 | 0.0% | 0.00% | – | |
| SVVC | FIRSTHAND TECHNOLOGY VALUE FD COMcef | $0 | – | 20 | 0.0% | 0.00% | – | |
| GUNR | Sell | FLEXSHARES GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUNDetf | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| TDTT | New | FLEXSHARES IBOXX 3-YEAR TARGET DURATION TIPS INDEX FUNDetf | $0 | – | 0 | +100.0% | 0.00% | – |
| NFRA | New | FLEXSHARES STOXX GLOBAL BROAD INFRASTRUCTURE INDEX FUNDetf | $0 | – | 0 | +100.0% | 0.00% | – |
| DISCA | Exit | DISCOVERY INC COM SER Astock | $0 | – | -10 | -100.0% | 0.00% | – |
| GTX | Sell | GARRETT MOTION INC COMstock | $0 | -100.0% | 54 | -64.7% | 0.00% | – |
| LAND | New | GLADSTONE LD CORP COMreit | $0 | – | 0 | +100.0% | 0.00% | – |
| AUMN | GOLDEN MINERALS CO COMstock | $1,000 | 0.0% | 3,000 | 0.0% | 0.00% | – | |
| CUK | CARNIVAL PLC ADRadr | $1,000 | 0.0% | 65 | 0.0% | 0.00% | – | |
| PTGX | Exit | PROTAGONIST THERAPEUTICS INC COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| SCHM | SCHWAB U.S. MID-CAP ETFetf | $0 | – | 4 | 0.0% | 0.00% | – | |
| CPRI | Exit | CAPRI HOLDINGS LIMITED SHSstock | $0 | – | -57 | -100.0% | 0.00% | – |
| SLB | SCHLUMBERGER LTD COMstock | $1,000 | 0.0% | 40 | 0.0% | 0.00% | – | |
| HBI | New | HANESBRANDS INC COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| SJT | SAN JUAN BASIN RTY TR UNIT BEN INTstock | $1,000 | 0.0% | 500 | 0.0% | 0.00% | – | |
| ZNGA | Exit | ZYNGA INC CL Astock | $0 | – | -100 | -100.0% | 0.00% | – |
| HL | HECLA MNG CO COMstock | $0 | – | 6 | 0.0% | 0.00% | – | |
| SBRA | SABRA HEALTH CARE REIT INC COMreit | $0 | – | 25 | 0.0% | 0.00% | – | |
| IPI | Exit | INTREPID POTASH INC COMstock | $0 | – | -250 | -100.0% | 0.00% | – |
| FCX | Exit | FREEPORT-MCMORAN INC CL Bstock | $0 | – | -45 | -100.0% | 0.00% | – |
| BIPC | BROOKFIELD INFRASTRUCTURE CORP COM SB VTG SHS Astock | $1,000 | 0.0% | 13 | 0.0% | 0.00% | – | |
| JNK | SPDR BLOOMBERG BARCLAYS HIGH YIELD BOND ETFetf | $1,000 | 0.0% | 7 | 0.0% | 0.00% | – | |
| BTAI | Exit | BIOXCEL THERAPEUTICS INC COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| BMYRT | Buy | BRISTOL-MYERS SQUIBB CO CONTNGNT VAL RTstock | $1,000 | 0.0% | 359 | +28.7% | 0.00% | – |
| IEX | New | IDEX CORP COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| INO | New | INOVIO PHARMACEUTICALS INC COM NEWstock | $0 | – | 10 | +100.0% | 0.00% | – |
| IART | INTEGRA LIFESCIENCES HLDGS CP COM NEWstock | $1,000 | 0.0% | 31 | 0.0% | 0.00% | – | |
| IPI | New | INTREPID POTASH INC COMstock | $0 | – | 25 | +100.0% | 0.00% | – |
| VCV | New | INVESCO CALIF VALUE MUN INCOME COMcef | $0 | – | 0 | +100.0% | 0.00% | – |
| RIOT | RIOT BLOCKCHAIN INC COMstock | $0 | – | 1 | 0.0% | 0.00% | – | |
| BELLICUM PHARMACEUTICALS INC COMstock | $0 | – | 35 | 0.0% | 0.00% | – | ||
| DLB | Exit | DOLBY LABORATORIES INC COM CL Astock | $0 | – | -5 | -100.0% | 0.00% | – |
| REZI | Sell | RESIDEO TECHNOLOGIES INC COMstock | $1,000 | -66.7% | 90 | -64.7% | 0.00% | -100.0% |
| RF | New | REGIONS FINL CORP NEW COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| IEF | ISHARES 7-10 YEAR TREASURY BOND ETFetf | $1,000 | 0.0% | 6 | 0.0% | 0.00% | – | |
| BMRA | Exit | BIOMERICA INC COM NEWstock | $0 | – | 0 | +100.0% | 0.00% | – |
| IBB | ISHARES NASDAQ BIOTECHNOLOGY INDEX FUNDetf | $1,000 | 0.0% | 5 | 0.0% | 0.00% | – | |
| LEO | BNY MELLON STRATEGIC MUNS INC COMcef | $0 | – | 6 | 0.0% | 0.00% | – | |
| WST | New | WEST PHARMACEUTICAL SVSC INC COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| AZRX | New | AZURRX BIOPHARMA INC COMstock | $1,000 | – | 800 | +100.0% | 0.00% | – |
| QTS | New | QTS RLTY TR INC COM CL Areit | $0 | – | 0 | +100.0% | 0.00% | – |
| PEG | New | PUBLIC SVC ENTERPRISE GRP INC COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| ACB | Sell | AURORA CANNABIS INC COMstock | $0 | – | 28 | -3.4% | 0.00% | – |
| WGO | New | WINNEBAGO INDS INC COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| EMB | New | ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETFetf | $0 | – | 3 | +100.0% | 0.00% | – |
| STX | Exit | SEAGATE TECHNOLOGY PLC SHSstock | $0 | – | -17 | -100.0% | 0.00% | – |
| IGF | New | ISHARES GLOBAL INFRASTRUCTURE ETFetf | $0 | – | 0 | +100.0% | 0.00% | – |
| SH | Sell | PROSHARES SHORT S&P 500etf | $1,000 | -99.2% | 49 | -99.1% | 0.00% | -100.0% |
| APPN | APPIAN CORP CL Astock | $1,000 | 0.0% | 15 | 0.0% | 0.00% | – | |
| SUSA | ISHARES MSCI USA ESG SELECT ETFetf | $1,000 | 0.0% | 5 | 0.0% | 0.00% | – | |
| EFV | New | ISHARES MSCI EAFE VALUE ETFetf | $0 | – | 0 | +100.0% | 0.00% | – |
| QUAL | New | ISHARES MSCI USA QUALITY FACTOR ETFetf | $0 | – | 0 | +100.0% | 0.00% | – |
| PGEN | New | INTREXON CORP COMstock | $0 | – | 100 | +100.0% | 0.00% | – |
| AME | New | AMETEK INC NEW COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| PSTV | CYTORI THERAPEUTICS INC COM PARstock | $0 | – | 10 | 0.0% | 0.00% | – | |
| USHY | Buy | ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETFetf | $1,000 | 0.0% | 21 | +23.5% | 0.00% | – |
| JAX | New | J ALEXANDERS HLDGS INC COMstock | $0 | – | 8 | +100.0% | 0.00% | – |
| CRON | Exit | CRONOS GROUP INC COMstock | $0 | – | -5 | -100.0% | 0.00% | – |
| AMCX | Exit | AMC NETWORKS INC CL Astock | $0 | – | -6 | -100.0% | 0.00% | – |
| AIGWS | AMERICAN INTL GROUP INC WT EXP 011921stock | $0 | – | 3 | 0.0% | 0.00% | – | |
| ADNT | ADIENT PLC ORD SHSstock | $1,000 | 0.0% | 66 | 0.0% | 0.00% | – | |
| CRTO | Exit | CRITEO S A SPONS ADSadr | $0 | – | -101 | -100.0% | 0.00% | – |
| DNOW | Exit | NOW INC COMstock | $0 | – | -149 | -100.0% | 0.00% | – |
| AEE | Buy | AMEREN CORP COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| HCRSQ | Exit | HI-CRUSH PARTNERS LP COM UNIT LTDstock | $0 | – | -5,155 | -100.0% | 0.00% | – |
| ACH | ALUMINUM CORP CHINA LTD SPON ADR H SHSadr | $0 | – | 69 | 0.0% | 0.00% | – | |
| BBAX | New | JPMORGAN BETABUILDERS DEVELOPED ASIA-EX JAPAN ETFetf | $0 | – | 0 | +100.0% | 0.00% | – |
| PRSP | PERSPECTA INC COMstock | $1,000 | -50.0% | 67 | 0.0% | 0.00% | -100.0% | |
| BBCA | New | JPMORGAN BETABUILDERS CANADA ETFetf | $0 | – | 0 | +100.0% | 0.00% | – |
| BBJP | New | JPMORGAN BETABUILDERS JAPAN ETFetf | $0 | – | 0 | +100.0% | 0.00% | – |
| APHA | Exit | APHRIA INC COMstock | $0 | – | -7 | -100.0% | 0.00% | – |
| PPL | New | PPL CORP COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| PCG | Sell | PG&E CORP COMstock | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| MOMO | New | MOMO INC ADRadr | $1,000 | – | 100 | +100.0% | 0.00% | – |
| LTC | New | LTC PPTYS INC COMreit | $0 | – | 0 | +100.0% | 0.00% | – |
| LANC | New | LANCASTER COLONY CORP COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| BATRA | LIBERTY MEDIA CORP DELAWARE COM A BRAVES GRPstock | $0 | – | 10 | 0.0% | 0.00% | – | |
| ASIX | Sell | ADVANSIX INC COMstock | $0 | -100.0% | 21 | -65.0% | 0.00% | – |
| FWONA | Sell | LIBERTY MEDIA CORP DELAWARE COM SER A FRMLAstock | $1,000 | 0.0% | 27 | -3.6% | 0.00% | – |
| BATRK | LIBERTY MEDIA CORP DELAWARE COM C BRAVES GRPstock | $1,000 | 0.0% | 36 | 0.0% | 0.00% | – | |
| PRTA | PROTHENA CORP PLC SHSstock | $1,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
| LGFB | Sell | LIONS GATE ENTMNT CORP CL B NON VTGstock | $1,000 | 0.0% | 73 | -15.1% | 0.00% | – |
| LYFT | LYFT INC CL A COMstock | $0 | – | 13 | 0.0% | 0.00% | – | |
| LILA | LIBERTY LATIN AMERICA LTD COM CL Astock | $0 | – | 17 | 0.0% | 0.00% | – | |
| LILAK | LIBERTY LATIN AMERICA LTD COM CL Cstock | $0 | – | 52 | 0.0% | 0.00% | – | |
| VALPQ | VALARIS PLC SHS CLASS Astock | $0 | -100.0% | 5,000 | 0.0% | 0.00% | -100.0% | |
| NJR | New | NEW JERSEY RES CORP COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| NBL | NOBLE ENERGY INC COMstock | $1,000 | 0.0% | 130 | 0.0% | 0.00% | – | |
| GRMN | New | GARMIN LTD SHSstock | $0 | – | 0 | +100.0% | 0.00% | – |
| MXIM | Sell | MAXIM INTEGRATED PRODS INC COMstock | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| SPOT | SPOTIFY TECHNOLOGY S A SHSstock | $0 | -100.0% | 2 | 0.0% | 0.00% | – | |
| MPW | New | MEDICAL PPTYS TRUST INC COMreit | $0 | – | 0 | +100.0% | 0.00% | – |
| NSA | New | NATIONAL STORAGE AFFILIATES TR COM SHS BEN INreit | $0 | – | 0 | +100.0% | 0.00% | – |
| LYB | LYONDELLBASELL INDUSTRIES N V SHS - A -stock | $1,000 | 0.0% | 12 | 0.0% | 0.00% | – | |
| MC | MOELIS & CO CL Astock | $1,000 | 0.0% | 28 | 0.0% | 0.00% | – | |
| MREO | MEREO BIOPHARMA GROUP PLC ADSadr | $0 | – | 48 | 0.0% | 0.00% | – | |
| MICRO FOCUS INTERNATIONAL PLC SPON ADR NEWadr | $0 | – | 60 | 0.0% | 0.00% | – | ||
| CPA | New | COPA HOLDINGS SA CL Astock | $1,000 | – | 20 | +100.0% | 0.00% | – |
| GLIBA | Exit | GCI LIBERTY INC COM CLASS Astock | $0 | – | -1 | -100.0% | 0.00% | – |
| CRNC | Exit | CERENCE INC COMstock | $0 | – | -4 | -100.0% | 0.00% | – |
| CTXS | Exit | CITRIX SYS INC COMstock | $0 | – | -5 | -100.0% | 0.00% | – |
| CREE | Exit | CREE INC COMstock | $0 | – | -8 | -100.0% | 0.00% | – |
| NUAN | Exit | NUANCE COMMUNICATIONS INC COMstock | $0 | – | -10 | -100.0% | 0.00% | – |
| ADSK | Exit | AUTODESK INC COMstock | $0 | – | -4 | -100.0% | 0.00% | – |
| TLRY | Exit | TILRAY INC COM CL 2stock | $0 | – | -4 | -100.0% | 0.00% | – |
| NOV | Exit | NATIONAL OILWELL VARCO INC COMstock | $0 | – | -53 | -100.0% | 0.00% | – |
| IMGN | Exit | IMMUNOGEN INC COMstock | $0 | – | -12 | -100.0% | 0.00% | – |
| IONS | Exit | IONIS PHARMACEUTICALS INC COMstock | $0 | – | -11 | -100.0% | 0.00% | – |
| GH | Exit | GUARDANT HEALTH INC COMstock | $0 | – | -5 | -100.0% | 0.00% | – |
| TSU | TIM PARTICIPACOES S A SPONSORED ADRadr | $0 | – | 30 | 0.0% | 0.00% | – | |
| ETB | New | EATON VANCE TAX MNGED BUY WRIT COMcef | $0 | – | 0 | +100.0% | 0.00% | – |
| FDN | Exit | FIRST TRUST DOW JONES INTERNET INDEX FUNDetf | $0 | – | -11 | -100.0% | -0.00% | – |
| LVS | Exit | LAS VEGAS SANDS CORP COMstock | $0 | – | -44 | -100.0% | -0.00% | – |
| COKE | Exit | COCA COLA CONSOLIDATED INC COMstock | $0 | – | -8 | -100.0% | -0.00% | – |
| BANR | Exit | BANNER CORP COM NEWstock | $0 | – | -48 | -100.0% | -0.00% | – |
| CLNE | Exit | CLEAN ENERGY FUELS CORP COMstock | $0 | – | -1,000 | -100.0% | -0.00% | – |
| HRTX | Exit | HERON THERAPEUTICS INC COMstock | $0 | – | -250 | -100.0% | -0.00% | – |
| PRGO | Exit | PERRIGO CO PLC SHSstock | $0 | – | -100 | -100.0% | -0.00% | – |
| TWOU | Exit | 2U INC COMstock | $0 | – | -124 | -100.0% | -0.00% | – |
| VRAY | Exit | VIEWRAY INC COMstock | $0 | – | -1,600 | -100.0% | -0.00% | – |
| CIDM | Exit | CINEDIGM CORP COM NEWstock | $0 | – | -3,796 | -100.0% | -0.00% | – |
| BGGSQ | Exit | BRIGGS & STRATTON CORP COMstock | $0 | – | -5,000 | -100.0% | -0.00% | – |
| BSV | Exit | VANGUARD SHORT-TERM BOND INDEX FUNDetf | $0 | – | -137 | -100.0% | -0.00% | – |
| WLTW | Exit | WILLIS TOWERS WATSON PUB LTD SHSstock | $0 | – | -46 | -100.0% | -0.00% | – |
| ETON | Exit | ETON PHARMACEUTICALS INC COMstock | $0 | – | -2,000 | -100.0% | -0.00% | – |
| IWS | Exit | ISHARES RUSSELL MID-CAP VALUE ETFetf | $0 | – | -162 | -100.0% | -0.01% | – |
| POST | Exit | POST HLDGS INC COMstock | $0 | – | -184 | -100.0% | -0.01% | – |
| CPE | Exit | CALLON PETE CO DEL COMstock | $0 | – | -12,500 | -100.0% | -0.01% | – |
| EPC | Exit | EDGEWELL PERS CARE CO COMstock | $0 | – | -567 | -100.0% | -0.01% | – |
| WY | Exit | WEYERHAEUSER CO COMreit | $0 | – | -750 | -100.0% | -0.01% | – |
| SGEN | Exit | SEATTLE GENETICS INC COMstock | $0 | – | -100 | -100.0% | -0.01% | – |
| ONVO | Exit | ORGANOVO HLDGS INC COMstock | $0 | – | -31,000 | -100.0% | -0.01% | – |
| TLK | Exit | P T TELEKOMUNIKASI INDONESIA SPONSORED ADRadr | $0 | – | -1,128 | -100.0% | -0.01% | – |
| ENR | Exit | ENERGIZER HLDGS INC NEW COMstock | $0 | – | -567 | -100.0% | -0.01% | – |
| ZLAB | Exit | ZAI LAB LTD ADRadr | $0 | – | -600 | -100.0% | -0.02% | – |
| LRCX | Exit | LAM RESEARCH CORP COMstock | $0 | – | -176 | -100.0% | -0.02% | – |
| FSK | Exit | FS KKR CAPITAL CORP COMcef | $0 | – | -4,565 | -100.0% | -0.03% | – |
| WORK | Exit | SLACK TECHNOLOGIES INC COM CL Astock | $0 | – | -2,600 | -100.0% | -0.03% | – |
| CRSP | Exit | CRISPR THERAPEUTICS AG NAMEN AKTstock | $0 | – | -1,100 | -100.0% | -0.03% | – |
| SMTS | Exit | SIERRA METALS INC COMstock | $0 | – | -65,000 | -100.0% | -0.03% | – |
| EGAN | Exit | EGAIN CORP COM NEWstock | $0 | – | -8,000 | -100.0% | -0.04% | – |
| JD | Exit | JD COM INC SPON ADR CL Aadr | $0 | – | -1,800 | -100.0% | -0.04% | – |
| CLDR | Exit | CLOUDERA INC COMstock | $0 | – | -12,000 | -100.0% | -0.06% | – |
| OSTK | Exit | OVERSTOCK COM INC DEL COMstock | $0 | – | -7,300 | -100.0% | -0.08% | – |
| YRCW | Exit | YRC WORLDWIDE INC COM PAR $.01stock | $0 | – | -150,000 | -100.0% | -0.11% | – |
| PENN | Exit | PENN NATL GAMING INC COMstock | $0 | – | -10,000 | -100.0% | -0.12% | – |
| PPLT | Exit | ABERDEEN STANDARD PHYSICAL PLATINUM SHARES ETFetf | $0 | – | -7,400 | -100.0% | -0.23% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-11-12
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.