$611 Million is the total value of Plante Moran Financial Advisors, LLC's 1023 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 39.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VOO | Buy | VANGUARD S&P 500 ETFetf | $134,224,000 | +54.6% | 307,452 | +39.7% | 21.95% | +13.9% |
| PEP | Buy | PEPSICO INC COMstock | $110,702,000 | +116.5% | 637,278 | +87.4% | 18.11% | +59.5% |
| VEA | Buy | VANGUARD FTSE DEVELOPED MARKETS ETFetf | $50,130,000 | +41.2% | 981,787 | +39.6% | 8.20% | +4.0% |
| YUM | Buy | YUM BRANDS INC COMstock | $31,623,000 | +63.9% | 227,734 | +44.4% | 5.17% | +20.8% |
| SYK | Buy | STRYKER CORPORATION COMstock | $29,744,000 | +1.8% | 111,226 | +0.4% | 4.86% | -25.0% |
| VXF | Buy | VANGUARD EXTENDED MARKET INDEX FUNDetf | $22,069,000 | +51.7% | 120,686 | +51.3% | 3.61% | +11.7% |
| AAPL | Sell | APPLE INC COMstock | $17,399,000 | +24.6% | 97,982 | -0.7% | 2.85% | -8.2% |
| SPY | Buy | SPDR S&P 500 ETFetf | $13,040,000 | +13.3% | 27,450 | +2.4% | 2.13% | -16.5% |
| YUMC | Buy | YUM CHINA HLDGS INC COMstock | $10,244,000 | +12.0% | 205,544 | +30.6% | 1.68% | -17.5% |
| MSFT | Buy | MICROSOFT CORP COMstock | $9,956,000 | +19.5% | 29,602 | +0.2% | 1.63% | -12.0% |
| BRKA | BERKSHIRE HATHAWAY INC DEL CL Astock | $9,464,000 | +9.5% | 21 | 0.0% | 1.55% | -19.3% | |
| IVV | Buy | ISHARES CORE S&P 500 ETFetf | $8,318,000 | +23.4% | 17,438 | +11.4% | 1.36% | -9.2% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DEL CL B NEWstock | $4,817,000 | +8.9% | 16,110 | -0.6% | 0.79% | -19.8% |
| VUG | Buy | VANGUARD GROWTH INDEX FUNDetf | $4,565,000 | +46.4% | 14,225 | +32.4% | 0.75% | +7.9% |
| AMZN | Sell | AMAZON COM INC COMstock | $4,491,000 | -11.4% | 1,347 | -12.6% | 0.74% | -34.7% |
| IWF | Buy | ISHARES RUSSELL 1000 GROWTH ETFetf | $3,838,000 | +72.6% | 12,558 | +54.8% | 0.63% | +27.1% |
| VBR | Buy | VANGUARD SMALL-CAP VALUE INDEX FUNDetf | $3,430,000 | +66.6% | 19,179 | +57.7% | 0.56% | +22.8% |
| GOOGL | Buy | ALPHABET INC CAP STK CL Astock | $3,077,000 | +14.3% | 1,062 | +5.5% | 0.50% | -15.9% |
| FMAO | New | FARMERS & MERCHANTS BANCORP IN COMstock | $3,002,000 | – | 91,438 | +100.0% | 0.49% | – |
| NOC | Sell | NORTHROP GRUMMAN CORP COMstock | $2,903,000 | +7.3% | 7,499 | -0.2% | 0.48% | -21.0% |
| GNTX | Sell | GENTEX CORP COMstock | $2,663,000 | -6.2% | 76,400 | -11.2% | 0.44% | -30.8% |
| RCM | Buy | R1 RCM INC COMstock | $2,512,000 | +542.5% | 98,557 | +455.5% | 0.41% | +372.4% |
| XOM | Sell | EXXON MOBIL CORP COMstock | $2,460,000 | +3.2% | 40,196 | -0.8% | 0.40% | -24.0% |
| ABBV | Sell | ABBVIE INC COMstock | $2,454,000 | +17.8% | 18,127 | -6.2% | 0.40% | -13.4% |
| IWD | Buy | ISHARES RUSSELL 1000 VALUE ETFetf | $2,237,000 | +166.3% | 13,321 | +148.2% | 0.37% | +96.8% |
| PG | Buy | PROCTER AND GAMBLE CO COMstock | $2,142,000 | +21.8% | 13,093 | +4.1% | 0.35% | -10.3% |
| JPM | Sell | JPMORGAN CHASE & CO COMstock | $2,047,000 | -4.5% | 12,928 | -1.3% | 0.34% | -29.6% |
| GOOG | Buy | ALPHABET INC CAP STK CL Cstock | $2,040,000 | +24.1% | 705 | +14.3% | 0.33% | -8.5% |
| ABT | Sell | ABBOTT LABS COMstock | $1,829,000 | +10.2% | 12,994 | -7.5% | 0.30% | -19.0% |
| HD | Sell | HOME DEPOT INC COMstock | $1,736,000 | +22.5% | 4,182 | -3.1% | 0.28% | -9.8% |
| V | Sell | VISA INC COM CL Astock | $1,720,000 | -3.2% | 7,937 | -0.5% | 0.28% | -28.7% |
| JNJ | Sell | JOHNSON & JOHNSON COMstock | $1,627,000 | +5.4% | 9,510 | -0.5% | 0.27% | -22.4% |
| IWR | Buy | ISHARES RUSSELL MID-CAP ETFetf | $1,622,000 | +13.8% | 19,545 | +7.3% | 0.26% | -16.1% |
| GLD | Sell | SPDR GOLD SHARESetf | $1,599,000 | +0.9% | 9,352 | -3.1% | 0.26% | -25.6% |
| IJH | Buy | ISHARES S&P MIDCAP FUNDetf | $1,473,000 | +14.3% | 5,202 | +6.2% | 0.24% | -15.7% |
| BFB | Sell | BROWN FORMAN CORP CL Bstock | $1,431,000 | +8.6% | 19,637 | -0.1% | 0.23% | -20.1% |
| EFA | Buy | ISHARES MSCI EAFE ETFetf | $1,430,000 | +3.9% | 18,175 | +3.0% | 0.23% | -23.3% |
| F | Sell | FORD MTR CO DEL COMstock | $1,416,000 | -23.4% | 68,190 | -47.8% | 0.23% | -43.4% |
| VTI | Sell | VANGUARD TOTAL STOCK MARKET INDEX FUNDetf | $1,412,000 | -4.0% | 5,849 | -11.7% | 0.23% | -29.4% |
| NVDA | Sell | NVIDIA CORPORATION COMstock | $1,410,000 | +6.1% | 4,794 | -25.3% | 0.23% | -21.7% |
| UNH | Buy | UNITEDHEALTH GROUP INC COMstock | $1,386,000 | +41.1% | 2,760 | +9.9% | 0.23% | +4.1% |
| VBK | Sell | VANGUARD SMALL-CAP GROWTH INDEX FUNDetf | $1,368,000 | -0.9% | 4,856 | -1.5% | 0.22% | -27.0% |
| IWN | Buy | ISHARES RUSSELL 2000 VALUE ETFetf | $1,321,000 | +3376.3% | 7,954 | +3242.0% | 0.22% | +2600.0% |
| DTE | Sell | DTE ENERGY CO COMstock | $1,322,000 | +3.0% | 11,092 | -3.5% | 0.22% | -24.2% |
| ADP | Sell | AUTOMATIC DATA PROCESSING INC COMstock | $1,267,000 | +10.4% | 5,137 | -10.6% | 0.21% | -18.8% |
| COST | Buy | COSTCO WHSL CORP NEW COMstock | $1,237,000 | +31.5% | 2,178 | +4.1% | 0.20% | -3.3% |
| IWM | Buy | ISHARES RUSSELL 2000 ETFetf | $1,234,000 | +12.8% | 5,549 | +11.0% | 0.20% | -16.9% |
| DIS | Buy | DISNEY WALT CO COMstock | $1,214,000 | +2.7% | 7,835 | +12.1% | 0.20% | -24.0% |
| FB | Buy | META PLATFORMS INC CL Astock | $1,202,000 | +44.0% | 3,574 | +45.2% | 0.20% | +6.5% |
| PFE | Sell | PFIZER INC COMstock | $1,138,000 | +19.8% | 19,276 | -12.7% | 0.19% | -11.8% |
| AGG | Buy | ISHARES CORE U.S. AGGREGATE BOND ETFetf | $1,093,000 | +61.7% | 9,576 | +62.8% | 0.18% | +19.3% |
| PRF | Sell | INVESCO FTSE RAFI US 1000 ETFetf | $1,058,000 | +6.7% | 6,163 | -1.6% | 0.17% | -21.4% |
| DHR | Sell | DANAHER CORPORATION COMstock | $1,017,000 | +5.4% | 3,090 | -2.6% | 0.17% | -22.4% |
| IJR | Sell | ISHARES S&P SMALL-CAP FUNDetf | $974,000 | +4.5% | 8,503 | -0.4% | 0.16% | -23.2% |
| CVX | Sell | CHEVRON CORP NEW COMstock | $964,000 | +13.7% | 8,216 | -1.7% | 0.16% | -16.0% |
| TD | Sell | TORONTO DOMINION BK ONT COM NEWstock | $952,000 | +14.1% | 12,412 | -1.6% | 0.16% | -15.7% |
| New | AEYE INC CL A COMstock | $918,000 | – | 189,750 | +100.0% | 0.15% | – | |
| BFA | BROWN FORMAN CORP CL Astock | $909,000 | +8.2% | 13,404 | 0.0% | 0.15% | -19.9% | |
| SPDW | New | SPDR PORTFOLIO DEVELOPED WORLD EX-US ETFetf | $890,000 | – | 24,409 | +100.0% | 0.15% | – |
| VIG | Sell | VANGUARD DIVIDEND APPRECIATION INDEX FUNDetf | $872,000 | -59.3% | 5,078 | -63.6% | 0.14% | -70.0% |
| DFAT | Sell | DIMENSIONAL U.S. TARGETED VALUE ETFetf | $864,000 | -0.9% | 18,176 | -7.4% | 0.14% | -27.3% |
| AMAT | Sell | APPLIED MATLS INC COMstock | $831,000 | +15.9% | 5,282 | -5.2% | 0.14% | -14.5% |
| MDY | Buy | SPDR S&P MIDCAP 400 ETFetf | $828,000 | +16.1% | 1,601 | +8.4% | 0.14% | -14.6% |
| VTV | Buy | VANGUARD VALUE INDEX FUNDetf | $809,000 | +40.2% | 5,500 | +29.1% | 0.13% | +3.1% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS COMstock | $797,000 | +62.3% | 5,965 | +68.8% | 0.13% | +19.3% |
| SPYG | SPDR PORTFOLIO S&P 500 GROWTH ETFetf | $789,000 | +13.2% | 10,890 | 0.0% | 0.13% | -16.8% | |
| MCD | Sell | MCDONALDS CORP COMstock | $748,000 | -8.3% | 2,789 | -17.6% | 0.12% | -32.6% |
| HON | Buy | HONEYWELL INTL INC COMstock | $747,000 | +17.8% | 3,584 | +20.0% | 0.12% | -13.5% |
| QQQ | Buy | INVESCO QQQ TRUSTetf | $695,000 | +504.3% | 1,747 | +444.2% | 0.11% | +338.5% |
| MA | Buy | MASTERCARD INCORPORATED CL Astock | $645,000 | +3.9% | 1,794 | +0.5% | 0.10% | -23.9% |
| ESGD | Buy | ISHARES MSCI EAFE ESG SELECT ETFetf | $636,000 | +51.8% | 8,010 | +49.7% | 0.10% | +11.8% |
| CSCO | Sell | CISCO SYS INC COMstock | $619,000 | +2.0% | 9,771 | -12.4% | 0.10% | -25.2% |
| CMS | Sell | CMS ENERGY CORP COMstock | $614,000 | +5.5% | 9,437 | -3.2% | 0.10% | -22.5% |
| NEE | Sell | NEXTERA ENERGY INC COMstock | $603,000 | +14.4% | 6,455 | -3.8% | 0.10% | -15.4% |
| INMD | Buy | INMODE LTD SHSstock | $593,000 | -4.7% | 8,400 | +7.7% | 0.10% | -29.7% |
| NKE | Buy | NIKE INC CL Bstock | $591,000 | +34.3% | 3,543 | +17.0% | 0.10% | -1.0% |
| INTC | Sell | INTEL CORP COMstock | $593,000 | -19.2% | 11,507 | -16.5% | 0.10% | -40.5% |
| AON | Sell | AON PLC SHS CL Astock | $583,000 | +1.9% | 1,940 | -3.0% | 0.10% | -25.2% |
| ORCL | Sell | ORACLE CORP COMstock | $579,000 | -8.4% | 6,644 | -8.4% | 0.10% | -32.1% |
| KO | Sell | COCA COLA CO COMstock | $563,000 | -2.9% | 9,500 | -14.1% | 0.09% | -28.7% |
| SCHW | Buy | SCHWAB CHARLES CORP COMstock | $551,000 | +16.2% | 6,557 | +0.8% | 0.09% | -14.3% |
| SBUX | Buy | STARBUCKS CORP COMstock | $540,000 | +20.0% | 4,619 | +13.3% | 0.09% | -12.0% |
| AMGN | Sell | AMGEN INC COMstock | $529,000 | -18.5% | 2,353 | -22.9% | 0.09% | -39.6% |
| ADBE | Buy | ADOBE SYSTEMS INCORPORATED COMstock | $524,000 | +12.4% | 924 | +14.2% | 0.09% | -16.5% |
| CMCSA | Buy | COMCAST CORP NEW CL Astock | $525,000 | -8.2% | 10,434 | +2.0% | 0.09% | -32.3% |
| MRK | Sell | MERCK & CO INC COMstock | $522,000 | -16.9% | 6,810 | -18.5% | 0.08% | -38.8% |
| WFC | Buy | WELLS FARGO CO NEW COMstock | $493,000 | +7.4% | 10,281 | +4.0% | 0.08% | -20.6% |
| BAC | Sell | BK OF AMERICA CORP COMstock | $488,000 | -57.8% | 10,966 | -59.8% | 0.08% | -68.9% |
| TSLA | Buy | TESLA INC COMstock | $482,000 | +199.4% | 456 | +119.2% | 0.08% | +119.4% |
| BA | Sell | BOEING CO COMstock | $471,000 | -49.9% | 2,337 | -45.3% | 0.08% | -63.2% |
| BX | Sell | BLACKSTONE INC COMstock | $465,000 | +0.9% | 3,591 | -9.4% | 0.08% | -25.5% |
| WMT | Sell | WALMART INC COMstock | $464,000 | -2.9% | 3,205 | -6.6% | 0.08% | -28.3% |
| MAR | Sell | MARRIOTT INTL INC NEW CL Astock | $463,000 | +8.9% | 2,805 | -2.2% | 0.08% | -19.1% |
| CTAS | Buy | CINTAS CORP COMstock | $459,000 | +17.7% | 1,036 | +1.2% | 0.08% | -13.8% |
| SDY | Buy | SPDR S&P DIVIDEND ETFetf | $449,000 | +11.7% | 3,480 | +1.9% | 0.07% | -18.0% |
| BR | Sell | BROADRIDGE FINL SOLUTIONS INC COMstock | $443,000 | +1.4% | 2,421 | -7.6% | 0.07% | -25.8% |
| RTX | Sell | RAYTHEON TECHNOLOGIES CORP COMstock | $432,000 | -62.0% | 5,024 | -62.0% | 0.07% | -71.8% |
| MDLZ | Sell | MONDELEZ INTL INC CL Astock | $432,000 | -12.4% | 6,517 | -23.1% | 0.07% | -34.9% |
| EW | Sell | EDWARDS LIFESCIENCES CORP COMstock | $430,000 | +4.6% | 3,318 | -8.6% | 0.07% | -23.1% |
| BND | Buy | VANGUARD TOTAL BOND MARKET INDEX FUNDetf | $427,000 | +941.5% | 5,040 | +947.8% | 0.07% | +677.8% |
| ITW | Buy | ILLINOIS TOOL WKS INC COMstock | $423,000 | +25.5% | 1,715 | +5.2% | 0.07% | -8.0% |
| PRA | PROASSURANCE CORP COMstock | $414,000 | +6.4% | 16,375 | 0.0% | 0.07% | -20.9% | |
| NSC | Buy | NORFOLK SOUTHN CORP COMstock | $412,000 | +598.3% | 1,385 | +458.5% | 0.07% | +415.4% |
| MMM | Sell | 3M CO COMstock | $407,000 | -6.7% | 2,294 | -7.6% | 0.07% | -30.9% |
| IWP | ISHARES RUSSELL MID-CAP GROWTH ETFetf | $409,000 | +2.8% | 3,549 | 0.0% | 0.07% | -23.9% | |
| CVS | Sell | CVS HEALTH CORP COMstock | $405,000 | +15.7% | 3,925 | -4.8% | 0.07% | -15.4% |
| UNP | Sell | UNION PAC CORP COMstock | $405,000 | +23.5% | 1,607 | -4.1% | 0.07% | -9.6% |
| VGT | Buy | VANGUARD INFORMATION TECHNOLOGY INDEX FUNDetf | $396,000 | +43.0% | 863 | +25.1% | 0.06% | +6.6% |
| VZ | Sell | VERIZON COMMUNICATIONS INC COMstock | $395,000 | -20.7% | 7,604 | -17.6% | 0.06% | -41.4% |
| ILMN | Buy | ILLUMINA INC COMstock | $393,000 | -5.8% | 1,032 | +0.3% | 0.06% | -31.2% |
| VV | Buy | VANGUARD LARGE-CAP INDEX FUNDetf | $389,000 | +455.7% | 1,762 | +403.4% | 0.06% | +300.0% |
| T | Sell | AT&T INC COMstock | $388,000 | -40.7% | 15,783 | -34.8% | 0.06% | -56.6% |
| NEOG | Sell | NEOGEN CORP COMstock | $388,000 | +0.8% | 8,548 | -3.6% | 0.06% | -25.9% |
| XLV | Sell | HEALTH CARE SELECT SECTOR SPDR FUNDetf | $386,000 | -24.0% | 2,740 | -31.3% | 0.06% | -44.2% |
| LOW | Sell | LOWES COS INC COMstock | $381,000 | -22.6% | 1,475 | -39.1% | 0.06% | -43.1% |
| EMR | Buy | EMERSON ELEC CO COMstock | $372,000 | +0.5% | 4,000 | +1.8% | 0.06% | -25.6% |
| LLY | Sell | LILLY ELI & CO COMstock | $370,000 | +10.4% | 1,341 | -7.6% | 0.06% | -17.6% |
| CRWD | Buy | CROWDSTRIKE HLDGS INC CL Astock | $365,000 | -5.7% | 1,784 | +13.3% | 0.06% | -30.2% |
| VYM | Sell | VANGUARD HIGH DIVIDEND YIELD ETFetf | $360,000 | -68.9% | 3,214 | -71.3% | 0.06% | -77.0% |
| LQD | Buy | ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETFetf | $360,000 | 0.0% | 2,720 | +0.4% | 0.06% | -26.2% |
| AVGO | Sell | BROADCOM INC COMstock | $348,000 | -22.1% | 523 | -43.3% | 0.06% | -42.4% |
| TGT | Sell | TARGET CORP COMstock | $349,000 | -21.4% | 1,506 | -22.3% | 0.06% | -42.4% |
| CMA | Sell | COMERICA INC COMstock | $340,000 | -12.1% | 3,912 | -18.7% | 0.06% | -34.9% |
| GS | Buy | GOLDMAN SACHS GROUP INC COMstock | $341,000 | +5.2% | 891 | +4.1% | 0.06% | -22.2% |
| SCHM | Buy | SCHWAB U.S. MID-CAP ETFetf | $340,000 | +3677.8% | 4,232 | +3580.0% | 0.06% | +2700.0% |
| COP | Buy | CONOCOPHILLIPS COMstock | $336,000 | +18.3% | 4,659 | +11.3% | 0.06% | -12.7% |
| PM | Sell | PHILIP MORRIS INTL INC COMstock | $338,000 | -42.0% | 3,556 | -42.1% | 0.06% | -57.4% |
| CNI | CANADIAN NATL RY CO COMstock | $330,000 | +6.5% | 2,682 | 0.0% | 0.05% | -21.7% | |
| PYPL | Buy | PAYPAL HLDGS INC COMstock | $325,000 | +1.9% | 1,725 | +40.7% | 0.05% | -25.4% |
| IWB | Sell | ISHARES RUSSELL 1000 ETFetf | $327,000 | -9.2% | 1,236 | -16.9% | 0.05% | -33.8% |
| SWKS | Sell | SKYWORKS SOLUTIONS INC COMstock | $319,000 | -34.6% | 2,058 | -30.5% | 0.05% | -51.9% |
| DVY | Sell | ISHARES SELECT DIVIDEND ETFetf | $320,000 | -0.6% | 2,608 | -7.1% | 0.05% | -26.8% |
| CLX | Sell | CLOROX CO DEL COMstock | $319,000 | -5.1% | 1,832 | -9.6% | 0.05% | -30.7% |
| VOT | Buy | VANGUARD MID-CAP GROWTH INDEX FUNDetf | $307,000 | +78.5% | 1,207 | +66.0% | 0.05% | +31.6% |
| IAU | Sell | ISHARES GOLD TRUSTetf | $306,000 | -20.3% | 8,791 | -23.6% | 0.05% | -41.2% |
| SPLV | INVESCO S&P 500 LOW VOLATILITY ETFetf | $304,000 | +13.0% | 4,423 | 0.0% | 0.05% | -16.7% | |
| J | Buy | JACOBS ENGR GROUP INC COMstock | $304,000 | +7.0% | 2,180 | +1.7% | 0.05% | -20.6% |
| PLD | Sell | PROLOGIS INC. COMreit | $307,000 | +2.7% | 1,821 | -23.7% | 0.05% | -24.2% |
| NFLX | Buy | NETFLIX INC COMstock | $298,000 | +170.9% | 494 | +174.4% | 0.05% | +104.2% |
| SCHB | Sell | SCHWAB U.S. BROAD MARKET ETFetf | $292,000 | -34.4% | 2,588 | -39.6% | 0.05% | -51.5% |
| DOV | Sell | DOVER CORP COMstock | $291,000 | +5.1% | 1,601 | -10.3% | 0.05% | -21.3% |
| ETN | Sell | EATON CORP PLC SHSstock | $289,000 | -10.5% | 1,673 | -22.7% | 0.05% | -34.7% |
| IWV | ISHARES RUSSELL 3000 ETFetf | $286,000 | +9.2% | 1,029 | 0.0% | 0.05% | -19.0% | |
| CWST | CASELLA WASTE SYS INC CL Astock | $290,000 | +12.4% | 3,400 | 0.0% | 0.05% | -17.5% | |
| EL | Buy | LAUDER ESTEE COS INC CL Astock | $286,000 | +32.4% | 773 | +7.5% | 0.05% | -2.1% |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC COMstock | $282,000 | +50.0% | 423 | +28.6% | 0.05% | +9.5% |
| AEE | Sell | AMEREN CORP COMstock | $282,000 | +8.5% | 3,164 | -1.6% | 0.05% | -20.7% |
| CACC | CREDIT ACCEP CORP MICH COMstock | $266,000 | +17.2% | 387 | 0.0% | 0.04% | -12.0% | |
| IJT | Buy | ISHARES S&P SMALL-CAP 600 GROWTH ETFetf | $268,000 | +7.2% | 1,934 | +0.4% | 0.04% | -21.4% |
| K | Buy | KELLOGG CO COMstock | $260,000 | +23.8% | 4,043 | +23.0% | 0.04% | -8.5% |
| HBAN | Buy | HUNTINGTON BANCSHARES INC COMstock | $265,000 | +113.7% | 17,154 | +114.2% | 0.04% | +53.6% |
| IUSG | Sell | ISHARES CORE S&P U.S. GROWTH ETFetf | $263,000 | +4.0% | 2,277 | -7.7% | 0.04% | -23.2% |
| ADM | Buy | ARCHER DANIELS MIDLAND CO COMstock | $262,000 | +15.9% | 3,882 | +3.2% | 0.04% | -14.0% |
| EPD | Sell | ENTERPRISE PRODS PARTNERS L P COMstock | $259,000 | -1.5% | 11,798 | -3.0% | 0.04% | -27.6% |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADSadr | $258,000 | +7.9% | 2,143 | 0.0% | 0.04% | -20.8% | |
| IEMG | Sell | ISHARES CORE MSCI EMERGING MARKETS ETFetf | $251,000 | -14.0% | 4,195 | -11.3% | 0.04% | -36.9% |
| IVW | ISHARES S&P 500 GROWTH ETFetf | $253,000 | +12.9% | 3,024 | 0.0% | 0.04% | -18.0% | |
| FMB | FIRST TRUST MANAGED MUNICIPAL ETFetf | $250,000 | +0.4% | 4,382 | 0.0% | 0.04% | -25.5% | |
| VHT | Buy | VANGUARD HEALTH CARE INDEX FUNDetf | $246,000 | +100.0% | 922 | +84.8% | 0.04% | +48.1% |
| FEX | FIRST TRUST LARGE CAP CORE ALPHADEX FUNDetf | $246,000 | +7.9% | 2,669 | 0.0% | 0.04% | -21.6% | |
| MO | Sell | ALTRIA GROUP INC COMstock | $246,000 | -38.5% | 5,201 | -40.7% | 0.04% | -55.1% |
| DTM | Sell | DT MIDSTREAM INC COMMON STOCKstock | $245,000 | -2.4% | 5,100 | -6.0% | 0.04% | -28.6% |
| FTNT | Sell | FORTINET INC COMstock | $240,000 | -2.4% | 667 | -20.7% | 0.04% | -29.1% |
| QCOM | Buy | QUALCOMM INC COMstock | $237,000 | +41.9% | 1,294 | +0.2% | 0.04% | +5.4% |
| DFAC | Sell | DIMENSIONAL U.S. CORE EQUITY 2 ETFetf | $230,000 | -1.7% | 7,926 | -9.9% | 0.04% | -26.9% |
| SCHX | Sell | SCHWAB U.S. LARGE-CAP ETFetf | $228,000 | +5.1% | 2,004 | -3.9% | 0.04% | -22.9% |
| HAL | Buy | HALLIBURTON CO COMstock | $225,000 | +7.1% | 9,846 | +1.6% | 0.04% | -21.3% |
| IMCV | Sell | ISHARES MORNINGSTAR MID-CAP VALUE ETFetf | $225,000 | +2.3% | 3,300 | -5.1% | 0.04% | -24.5% |
| DE | Sell | DEERE & CO COMstock | $226,000 | -35.6% | 658 | -37.2% | 0.04% | -52.6% |
| MLHR | MILLERKNOLL INC COMstock | $222,000 | +4.2% | 5,652 | 0.0% | 0.04% | -23.4% | |
| TXN | Sell | TEXAS INSTRS INC COMstock | $216,000 | -58.7% | 1,145 | -57.9% | 0.04% | -69.8% |
| FITB | Buy | FIFTH THIRD BANCORP COMstock | $212,000 | +6.0% | 4,864 | +3.3% | 0.04% | -20.5% |
| VWO | Buy | VANGUARD FTSE EMERGING MARKETS ETFetf | $213,000 | +54.3% | 4,306 | +56.2% | 0.04% | +12.9% |
| TJX | Buy | TJX COS INC NEW COMstock | $211,000 | +16.6% | 2,781 | +1.6% | 0.04% | -12.5% |
| CINF | Buy | CINCINNATI FINL CORP COMstock | $211,000 | +2.4% | 1,854 | +2.7% | 0.04% | -23.9% |
| TT | Buy | TRANE TECHNOLOGIES PLC SHSstock | $206,000 | +19.1% | 1,020 | +1.9% | 0.03% | -10.5% |
| SDC | Buy | SMILEDIRECTCLUB INC CL A COMstock | $205,000 | -45.9% | 87,239 | +22.5% | 0.03% | -59.5% |
| IVE | ISHARES S&P 500 VALUE ETFetf | $200,000 | +7.5% | 1,279 | 0.0% | 0.03% | -19.5% | |
| PH | Buy | PARKER-HANNIFIN CORP COMstock | $204,000 | +25.2% | 642 | +10.1% | 0.03% | -8.3% |
| XLF | FINANCIAL SELECT SECTOR SPDR FUNDetf | $200,000 | +4.2% | 5,125 | 0.0% | 0.03% | -23.3% | |
| IYH | ISHARES U.S. HEALTHCARE ETFetf | $200,000 | +8.7% | 667 | 0.0% | 0.03% | -19.5% | |
| MMC | Buy | MARSH & MCLENNAN COS INC COMstock | $199,000 | +34.5% | 1,145 | +17.3% | 0.03% | 0.0% |
| NOW | Sell | SERVICENOW INC COMstock | $203,000 | -2.4% | 313 | -6.3% | 0.03% | -28.3% |
| IYW | ISHARES U.S. TECHNOLOGY ETFetf | $196,000 | +13.3% | 1,704 | 0.0% | 0.03% | -15.8% | |
| FBC | FLAGSTAR BANCORP INC COM PAR .001stock | $197,000 | -5.3% | 4,100 | 0.0% | 0.03% | -30.4% | |
| CRM | Buy | SALESFORCE COM INC COMstock | $193,000 | +75.5% | 759 | +87.4% | 0.03% | +33.3% |
| IJS | ISHARES S&P SMALL-CAP 600 VALUE ETFetf | $187,000 | +3.9% | 1,786 | 0.0% | 0.03% | -22.5% | |
| TRV | Sell | TRAVELERS COMPANIES INC COMstock | $187,000 | -21.4% | 1,196 | -23.8% | 0.03% | -41.5% |
| DAL | Sell | DELTA AIR LINES INC DEL COM NEWstock | $192,000 | -47.1% | 4,925 | -42.2% | 0.03% | -61.7% |
| IEFA | Sell | ISHARES CORE MSCI EAFE ETFetf | $190,000 | -28.6% | 2,541 | -28.9% | 0.03% | -47.5% |
| ISRG | Buy | INTUITIVE SURGICAL INC COM NEWstock | $181,000 | -4.2% | 504 | +165.3% | 0.03% | -28.6% |
| CSX | Sell | CSX CORP COMstock | $184,000 | +0.5% | 4,885 | -20.5% | 0.03% | -26.8% |
| XLK | Sell | TECHNOLOGY SELECT SECTOR SPDR FUNDetf | $177,000 | -7.8% | 1,018 | -20.7% | 0.03% | -32.6% |
| LULU | Buy | LULULEMON ATHLETICA INC COMstock | $176,000 | 0.0% | 450 | +3.4% | 0.03% | -25.6% |
| STX | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHSstock | $169,000 | +36.3% | 1,500 | 0.0% | 0.03% | 0.0% | |
| BLD | Sell | TOPBUILD CORP COMstock | $174,000 | -20.9% | 629 | -41.4% | 0.03% | -42.9% |
| RPM | Sell | RPM INTL INC COMstock | $174,000 | +0.6% | 1,722 | -22.5% | 0.03% | -26.3% |
| WM | Sell | WASTE MGMT INC DEL COMstock | $170,000 | +4.9% | 1,019 | -6.3% | 0.03% | -22.2% |
| PAYX | Sell | PAYCHEX INC COMstock | $168,000 | -6.1% | 1,229 | -22.7% | 0.03% | -32.5% |
| DUK | Buy | DUKE ENERGY CORP NEW COM NEWstock | $166,000 | +41.9% | 1,586 | +32.4% | 0.03% | +3.8% |
| MDT | Buy | MEDTRONIC PLC SHSstock | $168,000 | -4.0% | 1,622 | +16.1% | 0.03% | -30.8% |
| ADX | ADAMS DIVERSIFIED EQUITY FD COMcef | $156,000 | -1.9% | 8,012 | 0.0% | 0.03% | -25.7% | |
| BLK | Buy | BLACKROCK INC COMstock | $157,000 | +36.5% | 171 | +24.8% | 0.03% | 0.0% |
| ACN | Buy | ACCENTURE PLC IRELAND SHS CLASS Astock | $157,000 | +37.7% | 379 | +6.5% | 0.03% | +4.0% |
| DOCU | DOCUSIGN INC COMstock | $152,000 | -40.9% | 1,000 | 0.0% | 0.02% | -56.1% | |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO COMstock | $151,000 | +13.5% | 2,423 | +7.4% | 0.02% | -16.7% |
| VT | Buy | VANGUARD TOTAL WORLD STOCK INDEX FUNDetf | $153,000 | +1290.9% | 1,428 | +1234.6% | 0.02% | +1150.0% |
| TSN | Sell | TYSON FOODS INC CL Astock | $151,000 | +9.4% | 1,734 | -0.6% | 0.02% | -19.4% |
| GLW | Buy | CORNING INC COMstock | $152,000 | +4.8% | 4,093 | +2.7% | 0.02% | -21.9% |
| FTEC | Sell | FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETFetf | $152,000 | -39.2% | 1,119 | -46.9% | 0.02% | -55.4% |
| GD | Buy | GENERAL DYNAMICS CORP COMstock | $152,000 | +23.6% | 727 | +16.1% | 0.02% | -7.4% |
| SLYG | Sell | SPDR S&P 600 SMALL CAP GROWTH ETFetf | $146,000 | -1.4% | 1,568 | -7.6% | 0.02% | -27.3% |
| UPS | Buy | UNITED PARCEL SERVICE INC CL Bstock | $147,000 | +38.7% | 685 | +17.5% | 0.02% | 0.0% |
| PRU | Sell | PRUDENTIAL FINL INC COMstock | $132,000 | -27.1% | 1,216 | -29.1% | 0.02% | -45.0% |
| FTV | Buy | FORTIVE CORP COMstock | $135,000 | +9.8% | 1,773 | +1.4% | 0.02% | -18.5% |
| SU | SUNCOR ENERGY INC NEW COMstock | $136,000 | +20.4% | 5,427 | 0.0% | 0.02% | -12.0% | |
| Sell | GENERAL ELECTRIC CO COM NEWstock | $132,000 | -26.3% | 1,392 | -20.0% | 0.02% | -45.0% | |
| FRC | Buy | FIRST REP BK SAN FRANCISCO CAL COMstock | $132,000 | +24.5% | 640 | +16.8% | 0.02% | -8.3% |
| VEU | Buy | VANGUARD FTSE ALL-WORLD EX US INDEX FUNDetf | $131,000 | +14.9% | 2,143 | +14.2% | 0.02% | -16.0% |
| INTU | Sell | INTUIT COMstock | $129,000 | +5.7% | 201 | -11.5% | 0.02% | -22.2% |
| ZTS | Buy | ZOETIS INC CL Astock | $127,000 | +46.0% | 521 | +16.3% | 0.02% | +10.5% |
| GM | Sell | GENERAL MTRS CO COMstock | $124,000 | -17.9% | 2,107 | -26.4% | 0.02% | -41.2% |
| SYY | Buy | SYSCO CORP COMstock | $121,000 | +21.0% | 1,536 | +20.9% | 0.02% | -9.1% |
| MSI | Buy | MOTOROLA SOLUTIONS INC COM NEWstock | $120,000 | +20.0% | 442 | +2.3% | 0.02% | -9.1% |
| MGM | Buy | MGM RESORTS INTERNATIONAL COMstock | $122,000 | +7.0% | 2,709 | +2.7% | 0.02% | -20.0% |
| AFL | Buy | AFLAC INC COMstock | $120,000 | +21.2% | 2,063 | +8.8% | 0.02% | -9.1% |
| AAL | Buy | AMERICAN AIRLS GROUP INC COMstock | $115,000 | -7.3% | 6,378 | +5.4% | 0.02% | -32.1% |
| BABA | Sell | ALIBABA GROUP HLDG LTD SPONSORED ADSadr | $118,000 | -30.6% | 994 | -13.6% | 0.02% | -50.0% |
| AMD | Buy | ADVANCED MICRO DEVICES INC COMstock | $118,000 | +140.8% | 820 | +71.5% | 0.02% | +72.7% |
| CL | Buy | COLGATE PALMOLIVE CO COMstock | $119,000 | +29.3% | 1,396 | +14.2% | 0.02% | -5.0% |
| ANDE | ANDERSONS INC COMstock | $116,000 | +26.1% | 3,000 | 0.0% | 0.02% | -5.0% | |
| GIS | Buy | GENERAL MLS INC COMstock | $114,000 | +21.3% | 1,695 | +8.2% | 0.02% | -9.5% |
| ORMP | ORAMED PHARMACEUTICALS INC COM NEWstock | $108,000 | -35.3% | 7,580 | 0.0% | 0.02% | -51.4% | |
| GWW | Buy | GRAINGER W W INC COMstock | $109,000 | +38.0% | 211 | +5.5% | 0.02% | 0.0% |
| GILD | Buy | GILEAD SCIENCES INC COMstock | $108,000 | +12.5% | 1,489 | +7.8% | 0.02% | -14.3% |
| CM | CANADIAN IMP BK COMM COMstock | $112,000 | +4.7% | 964 | 0.0% | 0.02% | -25.0% | |
| SAL | Sell | SALISBURY BANCORP INC COMstock | $110,000 | -8.3% | 2,008 | -15.2% | 0.02% | -33.3% |
| KLAC | Buy | KLA CORP COM NEWstock | $108,000 | +52.1% | 251 | +18.4% | 0.02% | +12.5% |
| SUI | Buy | SUN CMNTYS INC COMreit | $107,000 | +5250.0% | 509 | +5555.6% | 0.02% | – |
| XBI | Buy | SPDR S&P BIOTECH ETFetf | $109,000 | +395.5% | 977 | +464.7% | 0.02% | +260.0% |
| MAS | Buy | MASCO CORP COMstock | $107,000 | +72.6% | 1,527 | +35.7% | 0.02% | +28.6% |
| OKE | Buy | ONEOK INC NEW COMstock | $112,000 | +6.7% | 1,909 | +5.1% | 0.02% | -21.7% |
| FANG | Buy | DIAMONDBACK ENERGY INC COMstock | $104,000 | +44.4% | 968 | +27.2% | 0.02% | +6.2% |
| WAL | WESTERN ALLIANCE BANCORP COMstock | $104,000 | -1.0% | 964 | 0.0% | 0.02% | -26.1% | |
| AXP | Sell | AMERICAN EXPRESS CO COMstock | $101,000 | -24.1% | 619 | -21.9% | 0.02% | -43.3% |
| IDA | IDACORP INC COMstock | $102,000 | +9.7% | 900 | 0.0% | 0.02% | -19.0% | |
| D | Sell | DOMINION ENERGY INC COMstock | $103,000 | -8.0% | 1,315 | -14.4% | 0.02% | -32.0% |
| VXUS | Buy | VANGUARD TOTAL INTERNATIONAL STOCK ETFetf | $106,000 | +2.9% | 1,665 | +2.5% | 0.02% | -26.1% |
| SCHD | Sell | SCHWAB US DIVIDEND EQUITY ETFetf | $105,000 | -36.4% | 1,301 | -41.4% | 0.02% | -54.1% |
| SPGM | SPDR PORTFOLIO MSCI GLOBAL STOCK MARKET ETFetf | $101,000 | +5.2% | 1,753 | 0.0% | 0.02% | -19.0% | |
| EXC | Buy | EXELON CORP COMstock | $102,000 | +251.7% | 1,767 | +199.5% | 0.02% | +183.3% |
| MS | Buy | MORGAN STANLEY COM NEWstock | $101,000 | +197.1% | 1,033 | +196.0% | 0.02% | +112.5% |
| ANTM | Sell | ANTHEM INC COMstock | $96,000 | +18.5% | 208 | -3.7% | 0.02% | -11.1% |
| KMB | Buy | KIMBERLY-CLARK CORP COMstock | $98,000 | +38.0% | 685 | +28.3% | 0.02% | 0.0% |
| ALL | Buy | ALLSTATE CORP COMstock | $98,000 | +4.3% | 836 | +12.7% | 0.02% | -23.8% |
| USB | Sell | US BANCORP DEL COM NEWstock | $100,000 | -29.6% | 1,774 | -25.5% | 0.02% | -50.0% |
| AMCR | AMCOR PLC ORDstock | $97,000 | +3.2% | 8,108 | 0.0% | 0.02% | -23.8% | |
| LMBS | FIRST TRUST LOW DURATION MORTGAGE OPPORTUNITIES ETFetf | $96,000 | -1.0% | 1,913 | 0.0% | 0.02% | -27.3% | |
| RY | Sell | ROYAL BK CDA COMstock | $98,000 | +1.0% | 922 | -5.8% | 0.02% | -27.3% |
| DIA | Sell | SPDR DOW JONES INDUSTRIAL AVERAGE ETFetf | $96,000 | -24.4% | 264 | -29.4% | 0.02% | -42.9% |
| SO | Sell | SOUTHERN CO COMstock | $95,000 | -19.5% | 1,382 | -27.2% | 0.02% | -38.5% |
| MCBC | Sell | MACATAWA BK CORP COMstock | $100,000 | -13.0% | 11,349 | -20.4% | 0.02% | -38.5% |
| OEF | Sell | ISHARES S&P 100 ETFetf | $95,000 | -91.0% | 433 | -91.9% | 0.02% | -93.1% |
| DD | Buy | DUPONT DE NEMOURS INC COMstock | $92,000 | +37.3% | 1,143 | +16.8% | 0.02% | 0.0% |
| XLY | CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUNDetf | $93,000 | +13.4% | 455 | 0.0% | 0.02% | -16.7% | |
| ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETFetf | $90,000 | +9.8% | 837 | 0.0% | 0.02% | -16.7% | |
| CME | Buy | CME GROUP INC COMstock | $91,000 | +51.7% | 398 | +28.4% | 0.02% | +15.4% |
| BRW | New | SABA CAPITAL INCOME & OPRNT FD SHAREScef | $90,000 | – | 19,965 | +100.0% | 0.02% | – |
| APD | Buy | AIR PRODS & CHEMS INC COMstock | $94,000 | +44.6% | 309 | +21.2% | 0.02% | +7.1% |
| OCFC | New | OCEANFIRST FINL CORP COMstock | $89,000 | – | 4,000 | +100.0% | 0.02% | – |
| TROW | Buy | PRICE T ROWE GROUP INC COMstock | $85,000 | +14.9% | 431 | +15.2% | 0.01% | -12.5% |
| RSG | Buy | REPUBLIC SVCS INC COMstock | $87,000 | +45.0% | 627 | +24.9% | 0.01% | +7.7% |
| VFH | VANGUARD FINANCIALS INDEX FUNDetf | $83,000 | +3.8% | 862 | 0.0% | 0.01% | -22.2% | |
| IR | Buy | INGERSOLL RAND INC COMstock | $84,000 | +40.0% | 1,359 | +14.4% | 0.01% | +7.7% |
| MU | Buy | MICRON TECHNOLOGY INC COMstock | $87,000 | +128.9% | 933 | +72.1% | 0.01% | +75.0% |
| BNS | BANK NOVA SCOTIA B C COMstock | $82,000 | +17.1% | 1,137 | 0.0% | 0.01% | -18.8% | |
| OMC | Buy | OMNICOM GROUP INC COMstock | $77,000 | +6.9% | 1,054 | +5.4% | 0.01% | -18.8% |
| LMT | Sell | LOCKHEED MARTIN CORP COMstock | $79,000 | -55.6% | 222 | -57.0% | 0.01% | -67.5% |
| HBNC | Sell | HORIZON BANCORP INC COMstock | $81,000 | +1.2% | 3,897 | -11.4% | 0.01% | -27.8% |
| GPC | Buy | GENUINE PARTS CO COMstock | $81,000 | +30.6% | 575 | +13.0% | 0.01% | -7.1% |
| AMJ | Sell | JPMORGAN ALERIAN MLP INDEX ETNetf | $81,000 | -71.6% | 4,538 | -71.1% | 0.01% | -79.4% |
| KKR | Sell | KKR & CO INC COMstock | $82,000 | -43.8% | 1,107 | -53.7% | 0.01% | -59.4% |
| SHOP | Sell | SHOPIFY INC CL Astock | $79,000 | -25.5% | 57 | -26.9% | 0.01% | -45.8% |
| STLA | Sell | STELLANTIS N.V SHSstock | $78,000 | -20.4% | 4,166 | -18.9% | 0.01% | -40.9% |
| NVG | Sell | NUVEEN AMT FREE MUN CR INC FD COMcef | $81,000 | -51.8% | 4,521 | -53.9% | 0.01% | -64.9% |
| WHR | Buy | WHIRLPOOL CORP COMstock | $82,000 | +20.6% | 350 | +5.1% | 0.01% | -13.3% |
| VLO | Buy | VALERO ENERGY CORP COMstock | $79,000 | +25.4% | 1,049 | +18.3% | 0.01% | -7.1% |
| ENB | Sell | ENBRIDGE INC COMstock | $77,000 | -83.3% | 1,964 | -83.1% | 0.01% | -87.4% |
| MPC | Sell | MARATHON PETE CORP COMstock | $71,000 | -26.8% | 1,110 | -29.5% | 0.01% | -45.5% |
| VRTX | Buy | VERTEX PHARMACEUTICALS INC COMstock | $75,000 | +41.5% | 341 | +17.2% | 0.01% | 0.0% |
| CI | Buy | CIGNA CORP NEW COMstock | $71,000 | +47.9% | 309 | +27.7% | 0.01% | +9.1% |
| New | PORTILLOS INC COM CL Astock | $75,000 | – | 2,004 | +100.0% | 0.01% | – | |
| IWO | Buy | ISHARES RUSSELL 2000 GROWTH ETFetf | $75,000 | +44.2% | 256 | +45.5% | 0.01% | 0.0% |
| PGR | Buy | PROGRESSIVE CORP COMstock | $74,000 | +21.3% | 717 | +6.1% | 0.01% | -14.3% |
| ES | Sell | EVERSOURCE ENERGY COMstock | $71,000 | -51.0% | 781 | -55.9% | 0.01% | -62.5% |
| CE | Buy | CELANESE CORP DEL COMstock | $76,000 | +22.6% | 452 | +10.0% | 0.01% | -14.3% |
| SPYD | SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETFetf | $71,000 | +6.0% | 1,700 | 0.0% | 0.01% | -20.0% | |
| CCL | Sell | CARNIVAL CORP COMMON STOCKstock | $72,000 | -64.0% | 3,584 | -55.2% | 0.01% | -72.7% |
| PANW | New | PALO ALTO NETWORKS INC COMstock | $73,000 | – | 132 | +100.0% | 0.01% | – |
| DEO | Buy | DIAGEO PLC SPON ADR NEWadr | $74,000 | +25.4% | 334 | +9.5% | 0.01% | -7.7% |
| PAG | Sell | PENSKE AUTOMOTIVE GRP INC COMstock | $66,000 | -47.2% | 611 | -51.0% | 0.01% | -60.7% |
| DOW | Sell | DOW INC COMstock | $69,000 | -13.8% | 1,220 | -12.0% | 0.01% | -38.9% |
| AKAM | Buy | AKAMAI TECHNOLOGIES INC COMstock | $70,000 | +20.7% | 594 | +6.8% | 0.01% | -15.4% |
| SCHV | SCHWAB U.S. LARGE-CAP VALUE ETFetf | $69,000 | +9.5% | 940 | 0.0% | 0.01% | -21.4% | |
| XFLT | Buy | XAI OCTAGON FLOATING RATE & AL COMcef | $65,000 | +6.6% | 7,262 | +2.5% | 0.01% | -21.4% |
| ADI | Buy | ANALOG DEVICES INC COMstock | $70,000 | +125.8% | 399 | +118.0% | 0.01% | +57.1% |
| ATO | ATMOS ENERGY CORP COMstock | $69,000 | +19.0% | 661 | 0.0% | 0.01% | -15.4% | |
| TFC | Sell | TRUIST FINL CORP COMstock | $67,000 | -44.6% | 1,149 | -44.5% | 0.01% | -59.3% |
| HEI | Sell | HEICO CORP NEW COMstock | $69,000 | -8.0% | 481 | -15.3% | 0.01% | -35.3% |
| PEAK | Buy | HEALTHPEAK PROPERTIES INC COMreit | $67,000 | +21.8% | 1,853 | +13.3% | 0.01% | -8.3% |
| WEC | Buy | WEC ENERGY GROUP INC COMstock | $59,000 | +5800.0% | 609 | +4584.6% | 0.01% | – |
| NRT | NORTH EUROPEAN OIL RTY TR SH BEN INTstock | $59,000 | -6.3% | 5,932 | 0.0% | 0.01% | -28.6% | |
| LIN | Buy | LINDE PLC SHSstock | $59,000 | +28.3% | 171 | +8.2% | 0.01% | 0.0% |
| PEG | Buy | PUBLIC SVC ENTERPRISE GRP INC COMstock | $64,000 | +18.5% | 965 | +9.7% | 0.01% | -16.7% |
| NUE | Buy | NUCOR CORP COMstock | $63,000 | +46.5% | 551 | +25.2% | 0.01% | 0.0% |
| SPOT | Buy | SPOTIFY TECHNOLOGY S A SHSstock | $60,000 | +30.4% | 257 | +27.2% | 0.01% | 0.0% |
| CFG | CITIZENS FINL GROUP INC COMstock | $60,000 | +1.7% | 1,262 | 0.0% | 0.01% | -23.1% | |
| UWMC | UWM HOLDINGS CORPORATION COM CL Astock | $62,000 | -13.9% | 10,408 | 0.0% | 0.01% | -37.5% | |
| O | Sell | REALTY INCOME CORP COMreit | $63,000 | -18.2% | 876 | -26.6% | 0.01% | -41.2% |
| ALTO | ALTO INGREDIENTS INC COMstock | $63,000 | -1.6% | 13,000 | 0.0% | 0.01% | -28.6% | |
| COLB | COLUMBIA BKG SYS INC COMstock | $64,000 | -13.5% | 1,947 | 0.0% | 0.01% | -37.5% | |
| VTWG | VANGUARD RUSSELL 2000 GROWTH ETFetf | $60,000 | 0.0% | 281 | 0.0% | 0.01% | -23.1% | |
| CTVA | Sell | CORTEVA INC COMstock | $60,000 | +3.4% | 1,277 | -7.1% | 0.01% | -23.1% |
| HSY | Sell | HERSHEY CO COMstock | $62,000 | +3.3% | 323 | -9.5% | 0.01% | -23.1% |
| BCAT | New | BLACKROCK CAP ALLOCATION TR COMcef | $62,000 | – | 3,183 | +100.0% | 0.01% | – |
| HEIA | Buy | HEICO CORP NEW CL Astock | $62,000 | +8.8% | 483 | +1.0% | 0.01% | -23.1% |
| SCHA | Buy | SCHWAB U.S. SMALL-CAP ETFetf | $60,000 | +3.4% | 589 | +1.9% | 0.01% | -23.1% |
| C | Sell | CITIGROUP INC COM NEWstock | $59,000 | -50.0% | 972 | -42.1% | 0.01% | -61.5% |
| CMG | Buy | CHIPOTLE MEXICAN GRILL INC COMstock | $61,000 | +45.2% | 35 | +52.2% | 0.01% | +11.1% |
| WBA | Buy | WALGREENS BOOTS ALLIANCE INC COMstock | $62,000 | +34.8% | 1,187 | +20.4% | 0.01% | 0.0% |
| XLP | Sell | CONSUMER STAPLES SELECT SECTOR SPDR FUNDetf | $58,000 | -33.3% | 756 | -40.1% | 0.01% | -52.6% |
| CP | CANADIAN PAC RY LTD COMstock | $54,000 | +10.2% | 750 | 0.0% | 0.01% | -18.2% | |
| CPB | Buy | CAMPBELL SOUP CO COMstock | $54,000 | +3.8% | 1,253 | +1.6% | 0.01% | -25.0% |
| CWI | SPDR MSCI ACWI EX-US ETFetf | $52,000 | 0.0% | 1,781 | 0.0% | 0.01% | -25.0% | |
| FRME | FIRST MERCHANTS CORP COMstock | $58,000 | 0.0% | 1,375 | 0.0% | 0.01% | -30.8% | |
| FVD | Sell | FIRST TRUST VALUE LINE DIVIDEND INDEX FUNDetf | $54,000 | -18.2% | 1,255 | -25.2% | 0.01% | -40.0% |
| HACK | ETFMG PRIME CYBER SECURITY ETFetf | $55,000 | +1.9% | 893 | 0.0% | 0.01% | -25.0% | |
| BIIB | Sell | BIOGEN INC COMstock | $55,000 | -25.7% | 229 | -12.6% | 0.01% | -43.8% |
| BAX | Sell | BAXTER INTL INC COMstock | $58,000 | -46.8% | 678 | -50.0% | 0.01% | -62.5% |
| BK | BANK NEW YORK MELLON CORP COMstock | $56,000 | +12.0% | 963 | 0.0% | 0.01% | -18.2% | |
| VB | Sell | VANGUARD SMALL-CAP INDEX FUNDetf | $56,000 | -60.3% | 249 | -61.3% | 0.01% | -71.0% |
| NVS | Sell | NOVARTIS AG SPONSORED ADRadr | $56,000 | -31.7% | 639 | -36.1% | 0.01% | -50.0% |
| COHR | COHERENT INC COMstock | $58,000 | +5.5% | 219 | 0.0% | 0.01% | -25.0% | |
| WDAY | WORKDAY INC CL Astock | $58,000 | +9.4% | 212 | 0.0% | 0.01% | -25.0% | |
| XEL | Buy | XCEL ENERGY INC COMstock | $52,000 | +85.7% | 763 | +68.8% | 0.01% | +50.0% |
| LUV | SOUTHWEST AIRLS CO COMstock | $52,000 | -16.1% | 1,207 | 0.0% | 0.01% | -35.7% | |
| ALLY | Buy | ALLY FINL INC COMstock | $58,000 | +141.7% | 1,220 | +155.8% | 0.01% | +80.0% |
| SWK | Buy | STANLEY BLACK & DECKER INC COMstock | $55,000 | +22.2% | 289 | +13.3% | 0.01% | -10.0% |
| ICF | ISHARES COHEN & STEERS REIT ETFetf | $52,000 | +15.6% | 688 | 0.0% | 0.01% | -10.0% | |
| IJK | Buy | ISHARES S&P MID-CAP 400 GROWTH ETFetf | $57,000 | +58.3% | 664 | +45.6% | 0.01% | +12.5% |
| IJJ | Buy | ISHARES S&P MID-CAP 400 VALUE ETFetf | $55,000 | +66.7% | 497 | +56.8% | 0.01% | +28.6% |
| MCHP | Buy | MICROCHIP TECHNOLOGY INC. COMstock | $56,000 | +51.4% | 646 | +170.3% | 0.01% | +12.5% |
| CARR | Sell | CARRIER GLOBAL CORPORATION COMstock | $56,000 | -88.3% | 1,040 | -88.7% | 0.01% | -91.5% |
| URI | Buy | UNITED RENTALS INC COMstock | $58,000 | +48.7% | 175 | +57.7% | 0.01% | 0.0% |
| MTB | M & T BK CORP COMstock | $48,000 | +4.3% | 310 | 0.0% | 0.01% | -20.0% | |
| CMI | Sell | CUMMINS INC COMstock | $46,000 | -29.2% | 212 | -26.6% | 0.01% | -42.9% |
| JPST | Buy | JPMORGAN ULTRA-SHORT INCOME ETFetf | $50,000 | +1566.7% | 1,000 | +1900.0% | 0.01% | +700.0% |
| GBCI | GLACIER BANCORP INC NEW COMstock | $51,000 | +2.0% | 904 | 0.0% | 0.01% | -27.3% | |
| NOK | Sell | NOKIA CORP SPONSORED ADRadr | $49,000 | -54.6% | 7,800 | -60.6% | 0.01% | -66.7% |
| BSTZ | BLACKROCK SCIENCE & TECHNOLOGY SHS BEN INTcef | $49,000 | +2.1% | 1,250 | 0.0% | 0.01% | -27.3% | |
| SCHF | Sell | SCHWAB INTERNATIONAL EQUITY ETFetf | $48,000 | -5.9% | 1,239 | -5.1% | 0.01% | -27.3% |
| XLE | Sell | ENERGY SELECT SECTOR SPDR FUNDetf | $51,000 | -77.3% | 916 | -78.8% | 0.01% | -84.0% |
| FPE | FIRST TRUST PREFERRED SECURITIES AND INCOME ETFetf | $50,000 | -2.0% | 2,462 | 0.0% | 0.01% | -27.3% | |
| CHTR | Buy | CHARTER COMMUNICATIONS INC NEW CL Astock | $50,000 | +78.6% | 76 | +94.9% | 0.01% | +33.3% |
| BGB | New | BLACKSTONE STRATEGIC CREDIT FD COM SHS BEN INcef | $49,000 | – | 3,650 | +100.0% | 0.01% | – |
| GBIL | New | GOLDMAN SACHS ACCESS TREASURY 0-1 YEAR ETFetf | $50,000 | – | 500 | +100.0% | 0.01% | – |
| LHX | Buy | L3HARRIS TECHNOLOGIES INC COMstock | $46,000 | +4.5% | 216 | +9.1% | 0.01% | -20.0% |
| SNGX | SOLIGENIX INC COMstock | $47,000 | -38.2% | 71,658 | 0.0% | 0.01% | -52.9% | |
| MDB | MONGODB INC CL Astock | $48,000 | +14.3% | 90 | 0.0% | 0.01% | -11.1% | |
| WSM | WILLIAMS SONOMA INC COMstock | $48,000 | -4.0% | 284 | 0.0% | 0.01% | -27.3% | |
| NXPI | Buy | NXP SEMICONDUCTORS N V COMstock | $47,000 | +38.2% | 208 | +20.9% | 0.01% | 0.0% |
| CDNS | Sell | CADENCE DESIGN SYSTEM INC COMstock | $47,000 | +20.5% | 250 | -3.5% | 0.01% | -11.1% |
| ARKK | Buy | ARK INNOVATION ETFetf | $50,000 | +13.6% | 524 | +31.0% | 0.01% | -20.0% |
| XLG | INVESCO S&P 500 TOP 50 ETFetf | $51,000 | +13.3% | 137 | 0.0% | 0.01% | -20.0% | |
| BBY | Buy | BEST BUY INC COMstock | $49,000 | +40.0% | 487 | +45.4% | 0.01% | 0.0% |
| CBRE | Buy | CBRE GROUP INC CL Astock | $49,000 | +1533.3% | 453 | +1642.3% | 0.01% | +700.0% |
| BDX | Buy | BECTON DICKINSON & CO COMstock | $47,000 | +88.0% | 185 | +85.0% | 0.01% | +33.3% |
| DGRO | ISHARES CORE DIVIDEND GROWTH ETFetf | $48,000 | +11.6% | 865 | 0.0% | 0.01% | -20.0% | |
| TMUS | Buy | T-MOBILE US INC COMstock | $48,000 | +23.1% | 416 | +37.7% | 0.01% | -11.1% |
| DCO | DUCOMMUN INC DEL COMstock | $49,000 | -7.5% | 1,050 | 0.0% | 0.01% | -33.3% | |
| GUNR | New | FLEXSHARES GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUNDetf | $51,000 | – | 1,280 | +100.0% | 0.01% | – |
| FDT | FIRST TRUST DEVELOPED MARKETS EX-US ALPHADEX FUNDetf | $47,000 | 0.0% | 773 | 0.0% | 0.01% | -20.0% | |
| FTSL | FIRST TRUST SENIOR LOAN FUNDetf | $50,000 | 0.0% | 1,050 | 0.0% | 0.01% | -27.3% | |
| DHI | Sell | D R HORTON INC COMstock | $44,000 | -50.0% | 404 | -61.3% | 0.01% | -65.0% |
| DDOG | New | DATADOG INC CL A COMstock | $42,000 | – | 236 | +100.0% | 0.01% | – |
| DRI | Sell | DARDEN RESTAURANTS INC COMstock | $42,000 | -22.2% | 277 | -22.8% | 0.01% | -41.7% |
| UAL | UNITED AIRLS HLDGS INC COMstock | $42,000 | -8.7% | 968 | 0.0% | 0.01% | -30.0% | |
| LH | Buy | LABORATORY CORP AMER HLDGS COM NEWstock | $45,000 | +28.6% | 142 | +13.6% | 0.01% | -12.5% |
| NUV | Buy | NUVEEN MUN VALUE FD INC COMcef | $41,000 | -8.9% | 3,946 | +0.4% | 0.01% | -30.0% |
| LRCX | Buy | LAM RESEARCH CORP COMstock | $40,000 | +3900.0% | 56 | +2700.0% | 0.01% | – |
| NX | QUANEX BLDG PRODS CORP COMstock | $45,000 | +18.4% | 1,797 | 0.0% | 0.01% | -12.5% | |
| VOOG | VANGUARD S&P 500 GROWTH ETFetf | $41,000 | +13.9% | 136 | 0.0% | 0.01% | -12.5% | |
| UBER | New | UBER TECHNOLOGIES INC COMstock | $42,000 | – | 999 | +100.0% | 0.01% | – |
| CDNA | CAREDX INC COMstock | $45,000 | -28.6% | 1,000 | 0.0% | 0.01% | -50.0% | |
| PSX | Buy | PHILLIPS 66 COMstock | $45,000 | +18.4% | 623 | +13.5% | 0.01% | -12.5% |
| NCLH | Sell | NORWEGIAN CRUISE LINE HLDG LTD SHSstock | $43,000 | -43.4% | 2,092 | -26.3% | 0.01% | -58.8% |
| NI | Buy | NISOURCE INC COMstock | $42,000 | +40.0% | 1,505 | +23.0% | 0.01% | 0.0% |
| SBAC | New | SBA COMMUNICATIONS CORP NEW CL Areit | $45,000 | – | 116 | +100.0% | 0.01% | – |
| SHW | Sell | SHERWIN WILLIAMS CO COMstock | $41,000 | -40.6% | 117 | -52.4% | 0.01% | -53.3% |
| PSCH | INVESCO S&P SMALLCAP HEALTH CARE PORTFOLIOetf | $42,000 | 0.0% | 232 | 0.0% | 0.01% | -22.2% | |
| VO | Sell | VANGUARD MID-CAP INDEX FUNDetf | $41,000 | -29.3% | 162 | -34.4% | 0.01% | -46.2% |
| BXP | BOSTON PROPERTIES INC COMreit | $43,000 | +4.9% | 374 | 0.0% | 0.01% | -22.2% | |
| LEN | Buy | LENNAR CORP CL Astock | $42,000 | +75.0% | 361 | +38.8% | 0.01% | +40.0% |
| EA | Sell | ELECTRONIC ARTS INC COMstock | $45,000 | -33.8% | 342 | -28.3% | 0.01% | -53.3% |
| IXN | ISHARES GLOBAL TECH ETFetf | $41,000 | +13.9% | 630 | 0.0% | 0.01% | -12.5% | |
| AEP | Sell | AMERICAN ELEC PWR CO INC COMstock | $41,000 | -67.5% | 464 | -70.1% | 0.01% | -75.0% |
| CTLP | CANTALOUPE INC COMstock | $40,000 | -18.4% | 4,503 | 0.0% | 0.01% | -36.4% | |
| IBB | Buy | ISHARES BIOTECHNOLOGY FUNDetf | $41,000 | +57.7% | 267 | +64.8% | 0.01% | +16.7% |
| CCI | Buy | CROWN CASTLE INTL CORP NEW COMreit | $42,000 | +75.0% | 203 | +48.2% | 0.01% | +40.0% |
| ZBRA | Buy | ZEBRA TECHNOLOGIES CORPORATION CL Astock | $41,000 | +32.3% | 69 | +13.1% | 0.01% | 0.0% |
| IXUS | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETFetf | $36,000 | 0.0% | 501 | 0.0% | 0.01% | -25.0% | |
| TRMB | Sell | TRIMBLE INC COMstock | $37,000 | 0.0% | 420 | -6.9% | 0.01% | -25.0% |
| ZM | ZOOM VIDEO COMMUNICATIONS INC CL Astock | $37,000 | -30.2% | 202 | 0.0% | 0.01% | -50.0% | |
| UL | Buy | UNILEVER PLC SPON ADR NEWadr | $37,000 | +2.8% | 688 | +2.4% | 0.01% | -25.0% |
| CONE | New | CYRUSONE INC COMreit | $35,000 | – | 387 | +100.0% | 0.01% | – |
| FCOM | FIDELITY MSCI COMMUNICATION SERVICES INDEX ETFetf | $35,000 | -2.8% | 672 | 0.0% | 0.01% | -25.0% | |
| SPYV | SPDR PORTFOLIO S&P 500 VALUE ETFetf | $39,000 | +8.3% | 930 | 0.0% | 0.01% | -25.0% | |
| LKFN | Buy | LAKELAND FINL CORP COMstock | $37,000 | +15.6% | 456 | +0.4% | 0.01% | -14.3% |
| KRE | SPDR S&P REGIONAL BANKING ETFetf | $37,000 | +5.7% | 519 | 0.0% | 0.01% | -25.0% | |
| WTFC | WINTRUST FINL CORP COMstock | $34,000 | +13.3% | 372 | 0.0% | 0.01% | -14.3% | |
| FIVN | FIVE9 INC COMstock | $35,000 | -14.6% | 256 | 0.0% | 0.01% | -33.3% | |
| CAT | Sell | CATERPILLAR INC COMstock | $38,000 | -79.6% | 183 | -81.1% | 0.01% | -85.4% |
| SEDG | Sell | SOLAREDGE TECHNOLOGIES INC COMstock | $36,000 | -51.4% | 128 | -54.0% | 0.01% | -62.5% |
| AXON | AXON ENTERPRISE INC COMstock | $38,000 | -9.5% | 240 | 0.0% | 0.01% | -33.3% | |
| VAC | MARRIOTT VACATIONS WORLDWIDE C COMstock | $38,000 | +5.6% | 226 | 0.0% | 0.01% | -25.0% | |
| AMT | Buy | AMERICAN TOWER CORP NEW COMreit | $39,000 | +30.0% | 134 | +17.5% | 0.01% | -14.3% |
| VFC | Buy | V F CORP COMstock | $34,000 | +25.9% | 463 | +15.8% | 0.01% | 0.0% |
| ET | ENERGY TRANSFER L P COM UT LTD PTNstock | $34,000 | -15.0% | 4,170 | 0.0% | 0.01% | -33.3% | |
| NTRS | NORTHERN TR CORP COMstock | $36,000 | +12.5% | 300 | 0.0% | 0.01% | -14.3% | |
| SE | SEA LTD SPONSORD ADSadr | $34,000 | -29.2% | 150 | 0.0% | 0.01% | -45.5% | |
| VMC | Buy | VULCAN MATLS CO COMstock | $37,000 | +208.3% | 178 | +154.3% | 0.01% | +100.0% |
| SYF | Sell | SYNCHRONY FINANCIAL COMstock | $34,000 | -47.7% | 727 | -45.1% | 0.01% | -57.1% |
| GSK | Sell | GLAXOSMITHKLINE PLC SPONSORED ADRadr | $36,000 | -14.3% | 810 | -27.0% | 0.01% | -33.3% |
| LDOS | Buy | LEIDOS HOLDINGS INC COMstock | $34,000 | 0.0% | 386 | +10.6% | 0.01% | -25.0% |
| ROP | Buy | ROPER TECHNOLOGIES INC COMstock | $34,000 | +30.8% | 70 | +20.7% | 0.01% | 0.0% |
| VRSN | Buy | VERISIGN INC COMstock | $35,000 | +66.7% | 138 | +38.0% | 0.01% | +20.0% |
| IGN | ISHARES NORTH AMERICAN TECH-MULTIMEDIA NETWORKING ETFetf | $34,000 | +21.4% | 400 | 0.0% | 0.01% | 0.0% | |
| KSS | KOHLS CORP COMstock | $35,000 | +6.1% | 704 | 0.0% | 0.01% | -14.3% | |
| FISV | Buy | FISERV INC COMstock | $34,000 | +183.3% | 329 | +188.6% | 0.01% | +100.0% |
| MUB | Sell | ISHARES NATIONAL MUNI BOND ETFetf | $38,000 | -91.2% | 328 | -91.2% | 0.01% | -93.8% |
| VNQ | Sell | VANGUARD REAL ESTATE ETFetf | $35,000 | 0.0% | 305 | -10.8% | 0.01% | -25.0% |
| ED | Sell | CONSOLIDATED EDISON INC COMstock | $35,000 | -31.4% | 406 | -42.7% | 0.01% | -45.5% |
| DG | Buy | DOLLAR GEN CORP NEW COMstock | $32,000 | +60.0% | 137 | +48.9% | 0.01% | +25.0% |
| SLV | Sell | ISHARES SILVER TRUSTetf | $32,000 | -33.3% | 1,500 | -36.0% | 0.01% | -54.5% |
| AMC | Buy | AMC ENTMT HLDGS INC CL A COMstock | $31,000 | +1450.0% | 1,150 | +2200.0% | 0.01% | – |
| FCX | Sell | FREEPORT-MCMORAN INC CL Bstock | $31,000 | -55.1% | 740 | -65.0% | 0.01% | -66.7% |
| MRVL | Sell | MARVELL TECHNOLOGY INC COMstock | $32,000 | +28.0% | 371 | -9.1% | 0.01% | -16.7% |
| CNP | New | CENTERPOINT ENERGY INC COMstock | $33,000 | – | 1,174 | +100.0% | 0.01% | – |
| PVH | New | PVH CORPORATION COMstock | $30,000 | – | 277 | +100.0% | 0.01% | – |
| HTGC | Buy | HERCULES CAPITAL INC COMcef | $30,000 | +3.4% | 1,781 | +1.9% | 0.01% | -16.7% |
| PNC | Buy | PNC FINL SVCS GROUP INC COMstock | $32,000 | +60.0% | 159 | +52.9% | 0.01% | +25.0% |
| HLT | Buy | HILTON WORLDWIDE HLDGS INC COMstock | $33,000 | +50.0% | 209 | +28.2% | 0.01% | 0.0% |
| OTIS | Sell | OTIS WORLDWIDE CORP COMstock | $28,000 | -92.3% | 318 | -92.8% | 0.01% | -93.8% |
| BOH | Buy | BANK HAWAII CORP COMstock | $31,000 | +3.3% | 370 | +0.8% | 0.01% | -28.6% |
| CDK | Sell | CDK GLOBAL INC COMstock | $29,000 | -21.6% | 696 | -19.2% | 0.01% | -37.5% |
| SMH | Sell | VANECK SEMICONDUCTOR ETFetf | $29,000 | +11.5% | 95 | -5.0% | 0.01% | -16.7% |
| ADSK | Sell | AUTODESK INC COMstock | $28,000 | -61.6% | 100 | -60.8% | 0.01% | -68.8% |
| OUNZ | VAN ECK MERK GOLD TRUSTetf | $32,000 | +3.2% | 1,800 | 0.0% | 0.01% | -28.6% | |
| ANSS | Sell | ANSYS INC COMstock | $28,000 | -56.2% | 70 | -63.0% | 0.01% | -64.3% |
| New | INVENTRUST PPTYS CORP COM NEWreit | $32,000 | – | 1,176 | +100.0% | 0.01% | – | |
| FTCS | FIRST TRUST CAPITAL STRENGTH ETFetf | $28,000 | +12.0% | 336 | 0.0% | 0.01% | -16.7% | |
| EBAY | Buy | EBAY INC. COMstock | $30,000 | +3.4% | 445 | +6.2% | 0.01% | -16.7% |
| BBJP | Sell | JPMORGAN BETABUILDERS JAPAN ETFetf | $29,000 | -23.7% | 520 | -18.6% | 0.01% | -37.5% |
| INVH | Buy | INVITATION HOMES INC COMreit | $30,000 | +20.0% | 663 | +0.3% | 0.01% | -16.7% |
| DON | Buy | WISDOMTREE U.S. MIDCAP DIVIDEND FUNDetf | $28,000 | +7.7% | 642 | +0.8% | 0.01% | -16.7% |
| MIDD | MIDDLEBY CORP COMstock | $32,000 | +14.3% | 165 | 0.0% | 0.01% | -16.7% | |
| ROBO | ROBO GLOBAL ROBOTICS AND AUTOMATION INDEX ETFetf | $31,000 | +10.7% | 442 | 0.0% | 0.01% | -16.7% | |
| SOXX | Sell | ISHARES SEMICONDUCTOR FUNDetf | $29,000 | +16.0% | 54 | -5.3% | 0.01% | -16.7% |
| RCL | Buy | ROYAL CARIBBEAN GROUP COMstock | $33,000 | 0.0% | 433 | +17.3% | 0.01% | -28.6% |
| STLD | STEEL DYNAMICS INC COMstock | $29,000 | +7.4% | 465 | 0.0% | 0.01% | -16.7% | |
| BIP | Buy | BROOKFIELD INFRAST PARTNERS LP LP INT UNITstock | $28,000 | +47.4% | 466 | +34.3% | 0.01% | +25.0% |
| IYR | New | ISHARES U.S. REAL ESTATE ETFetf | $28,000 | – | 240 | +100.0% | 0.01% | – |
| LGIH | LGI HOMES INC COMstock | $31,000 | +10.7% | 200 | 0.0% | 0.01% | -16.7% | |
| UPST | New | UPSTART HLDGS INC COMstock | $30,000 | – | 200 | +100.0% | 0.01% | – |
| KHC | Buy | KRAFT HEINZ CO COMstock | $32,000 | +6.7% | 884 | +8.6% | 0.01% | -28.6% |
| LEG | Buy | LEGGETT & PLATT INC COMstock | $30,000 | -3.2% | 725 | +5.2% | 0.01% | -28.6% |
| ASLE | New | AERSALE CORPORATION COMstock | $32,000 | – | 1,790 | +100.0% | 0.01% | – |
| KRG | New | KITE RLTY GROUP TR COM NEWreit | $28,000 | – | 1,284 | +100.0% | 0.01% | – |
| TWTR | Sell | TWITTER INC COMstock | $28,000 | -33.3% | 650 | -7.1% | 0.01% | -44.4% |
| BKNG | Buy | BOOKING HOLDINGS INC COMstock | $31,000 | +244.4% | 13 | +225.0% | 0.01% | +150.0% |
| GME | New | GAMESTOP CORP NEW CL Astock | $30,000 | – | 200 | +100.0% | 0.01% | – |
| XLI | Sell | INDUSTRIAL SELECT SECTOR SPDR FUNDetf | $33,000 | -68.3% | 308 | -70.9% | 0.01% | -78.3% |
| PDI | New | PIMCO DYNAMIC INCOME FD SHScef | $29,000 | – | 1,104 | +100.0% | 0.01% | – |
| GXO LOGISTICS INCORPORATED COMMON STOCKstock | $29,000 | +16.0% | 322 | 0.0% | 0.01% | -16.7% | ||
| New | CADENCE BANK COMstock | $24,000 | – | 794 | +100.0% | 0.00% | – | |
| AMLP | ALERIAN MLP ETFetf | $26,000 | -3.7% | 800 | 0.0% | 0.00% | -33.3% | |
| SIVR | ABERDEEN STANDARD PHYSICAL SILVER SHARES ETFetf | $22,000 | +4.8% | 1,000 | 0.0% | 0.00% | -20.0% | |
| AWF | ALLIANCEBERNSTEIN GLOBAL HIGH COMcef | $25,000 | 0.0% | 2,033 | 0.0% | 0.00% | -33.3% | |
| AZO | Buy | AUTOZONE INC COMstock | $27,000 | +58.8% | 13 | +30.0% | 0.00% | 0.0% |
| AVB | AVALONBAY CMNTYS INC COMreit | $22,000 | +15.8% | 87 | 0.0% | 0.00% | 0.0% | |
| BIO | Buy | BIO RAD LABS INC CL Astock | $22,000 | +29.4% | 29 | +26.1% | 0.00% | 0.0% |
| CDW | Buy | CDW CORP COMstock | $25,000 | +56.2% | 124 | +44.2% | 0.00% | 0.0% |
| CRH | CRH PLC ADRadr | $27,000 | +12.5% | 510 | 0.0% | 0.00% | -20.0% | |
| ABB | ABB LTD SPONSORED ADRadr | $27,000 | +12.5% | 717 | 0.0% | 0.00% | -20.0% | |
| CAH | Buy | CARDINAL HEALTH INC COMstock | $26,000 | +18.2% | 507 | +15.2% | 0.00% | -20.0% |
| LNG | New | CHENIERE ENERGY INC COM NEWstock | $26,000 | – | 260 | +100.0% | 0.00% | – |
| ERX | DIREXION DAILY ENERGY BULL 2X SHARESetf | $24,000 | +14.3% | 800 | 0.0% | 0.00% | -20.0% | |
| FSK | FS KKR CAP CORP COMcef | $25,000 | -3.8% | 1,175 | 0.0% | 0.00% | -33.3% | |
| FAST | Sell | FASTENAL CO COMstock | $22,000 | -4.3% | 348 | -23.5% | 0.00% | -20.0% |
| FHLC | FIDELITY MSCI HEALTH CARE INDEX ETFetf | $26,000 | +8.3% | 377 | 0.0% | 0.00% | -20.0% | |
| HCA | Sell | HCA HEALTHCARE INC COMstock | $23,000 | +4.5% | 88 | -2.2% | 0.00% | -20.0% |
| HPQ | Buy | HP INC COMstock | $22,000 | +175.0% | 580 | +93.3% | 0.00% | +100.0% |
| HIG | Buy | HARTFORD FINL SVCS GROUP INC COMstock | $24,000 | +33.3% | 351 | +39.8% | 0.00% | 0.0% |
| HPE | Buy | HEWLETT PACKARD ENTERPRISE CO COMstock | $22,000 | +46.7% | 1,422 | +35.4% | 0.00% | +33.3% |
| RSP | Sell | INVESCO S&P 500 EQUAL WEIGHT ETFetf | $26,000 | -58.7% | 158 | -62.5% | 0.00% | -71.4% |
| IWS | ISHARES RUSSELL MID-CAP VALUE ETFetf | $24,000 | +9.1% | 198 | 0.0% | 0.00% | -20.0% | |
| PFF | Buy | ISHARES PREFERRED AND INCOME SECURITIES ETFetf | $23,000 | +4.5% | 579 | +1.4% | 0.00% | -20.0% |
| BBEU | JPMORGAN BETABUILDERS EUROPE ETFetf | $27,000 | +3.8% | 457 | 0.0% | 0.00% | -33.3% | |
| LADR | LADDER CAP CORP CL Areit | $27,000 | +8.0% | 2,286 | 0.0% | 0.00% | -33.3% | |
| LAD | LITHIA MTRS INC COMstock | $23,000 | -4.2% | 77 | 0.0% | 0.00% | -20.0% | |
| MGP | New | MGM GROWTH PPTYS LLC CL A COMreit | $26,000 | – | 640 | +100.0% | 0.00% | – |
| MOH | MOLINA HEALTHCARE INC COMstock | $24,000 | +20.0% | 74 | 0.0% | 0.00% | 0.0% | |
| MCO | New | MOODYS CORP COMstock | $22,000 | – | 57 | +100.0% | 0.00% | – |
| NTES | New | NETEASE INC SPONSORED ADSadr | $24,000 | – | 240 | +100.0% | 0.00% | – |
| OTTR | Buy | OTTER TAIL CORP COMstock | $25,000 | +177.8% | 355 | +129.0% | 0.00% | +100.0% |
| PFG | PRINCIPAL FINANCIAL GROUP INC COMstock | $24,000 | +9.1% | 336 | 0.0% | 0.00% | -20.0% | |
| DIG | PROSHARES ULTRA OIL & GASetf | $24,000 | +14.3% | 312 | 0.0% | 0.00% | -20.0% | |
| PSA | New | PUBLIC STORAGE COMreit | $23,000 | – | 61 | +100.0% | 0.00% | – |
| RH | RH COMstock | $22,000 | -18.5% | 41 | 0.0% | 0.00% | -33.3% | |
| RHI | ROBERT HALF INTL INC COMstock | $22,000 | +10.0% | 200 | 0.0% | 0.00% | 0.0% | |
| RBLX | New | ROBLOX CORP CL Astock | $25,000 | – | 240 | +100.0% | 0.00% | – |
| ROKU | ROKU INC COM CL Astock | $23,000 | -25.8% | 100 | 0.0% | 0.00% | -42.9% | |
| MDYG | Sell | SPDR S&P 400 MID CAP GROWTH ETFetf | $24,000 | -29.4% | 300 | -32.9% | 0.00% | -50.0% |
| FNDX | SCHWAB FUNDAMENTAL U.S. LARGE COMPANY INDEX ETFetf | $23,000 | +9.5% | 397 | 0.0% | 0.00% | -20.0% | |
| SIMO | SILICON MOTION TECHNOLOGY CORP SPONSORED ADRadr | $26,000 | +36.8% | 271 | 0.0% | 0.00% | 0.0% | |
| SLP | Sell | SIMULATIONS PLUS INC COMstock | $24,000 | -40.0% | 500 | -50.0% | 0.00% | -55.6% |
| SJM | Sell | SMUCKER J M CO COM NEWstock | $26,000 | -18.8% | 190 | -27.8% | 0.00% | -42.9% |
| HQH | New | TEKLA HEALTHCARE INVS SH BEN INTcef | $27,000 | – | 1,118 | +100.0% | 0.00% | – |
| TPX | TEMPUR SEALY INTL INC COMstock | $25,000 | 0.0% | 536 | 0.0% | 0.00% | -33.3% | |
| TER | Buy | TERADYNE INC COMstock | $23,000 | +76.9% | 141 | +17.5% | 0.00% | +33.3% |
| TTD | Sell | THE TRADE DESK INC COM CL Astock | $23,000 | +9.5% | 250 | -16.7% | 0.00% | -20.0% |
| ULTA | Buy | ULTA BEAUTY INC COMstock | $23,000 | +130.0% | 56 | +107.4% | 0.00% | +100.0% |
| VIOO | New | VANGUARD S&P SMALL-CAP 600 ETFetf | $24,000 | – | 113 | +100.0% | 0.00% | – |
| IVOO | New | VANGUARD S&P MID-CAP 400 ETFetf | $24,000 | – | 123 | +100.0% | 0.00% | – |
| VRSK | Buy | VERISK ANALYTICS INC COMstock | $23,000 | +43.8% | 102 | +27.5% | 0.00% | 0.0% |
| VCTR | VICTORY CAP HLDGS INC COM CL Astock | $23,000 | +4.5% | 631 | 0.0% | 0.00% | -20.0% | |
| WU | Buy | WESTERN UN CO COMstock | $23,000 | 0.0% | 1,271 | +14.2% | 0.00% | -20.0% |
| XPO | XPO LOGISTICS INC COMstock | $25,000 | -3.8% | 322 | 0.0% | 0.00% | -33.3% | |
| XHR | XENIA HOTELS & RESORTS INC COMreit | $27,000 | +3.8% | 1,468 | 0.0% | 0.00% | -33.3% | |
| ZBH | Sell | ZIMMER BIOMET HOLDINGS INC COMstock | $23,000 | -61.0% | 177 | -56.1% | 0.00% | -69.2% |
| RPRX | New | ROYALTY PHARMA PLC SHS CLASS Astock | $23,000 | – | 581 | +100.0% | 0.00% | – |
| YTRA | YATRA ONLINE INC ORD SHSstock | $24,000 | -14.3% | 14,000 | 0.0% | 0.00% | -33.3% | |
| RACE | FERRARI N V COMstock | $26,000 | +23.8% | 100 | 0.0% | 0.00% | -20.0% | |
| FNF | FIDELITY NATIONAL FINANCIAL IN FNF GROUP COMstock | $21,000 | +16.7% | 400 | 0.0% | 0.00% | -25.0% | |
| SQ | Sell | BLOCK INC CL Astock | $16,000 | -48.4% | 100 | -22.5% | 0.00% | -57.1% |
| LSXMK | Buy | LIBERTY MEDIA CORP DEL COM C SIRIUSXMstock | $19,000 | +35.7% | 374 | +30.3% | 0.00% | 0.0% |
| ONTO | ONTO INNOVATION INC COMstock | $20,000 | +42.9% | 200 | 0.0% | 0.00% | 0.0% | |
| FIS | Buy | FIDELITY NATL INFORMATION SVCS COMstock | $16,000 | +60.0% | 144 | +69.4% | 0.00% | +50.0% |
| AMP | Buy | AMERIPRISE FINL INC COMstock | $17,000 | +750.0% | 57 | +612.5% | 0.00% | – |
| SI | New | SILVERGATE CAP CORP CL Astock | $20,000 | – | 136 | +100.0% | 0.00% | – |
| HOLX | Buy | HOLOGIC INC COMstock | $19,000 | +26.7% | 246 | +23.0% | 0.00% | 0.0% |
| VNT | Sell | VONTIER CORPORATION COMstock | $21,000 | -12.5% | 690 | -1.6% | 0.00% | -40.0% |
| NET | New | CLOUDFLARE INC CL A COMstock | $20,000 | – | 150 | +100.0% | 0.00% | – |
| OGN | Sell | ORGANON & CO COMMON STOCKstock | $17,000 | -26.1% | 556 | -21.9% | 0.00% | -40.0% |
| NLOK | Buy | NORTONLIFELOCK INC COMstock | $18,000 | +500.0% | 687 | +587.0% | 0.00% | +200.0% |
| KSM | New | DWS STRATEGIC MUN INCOME TR NE COMcef | $16,000 | – | 1,346 | +100.0% | 0.00% | – |
| VTRS | Sell | VIATRIS INC COMstock | $20,000 | -9.1% | 1,493 | -7.4% | 0.00% | -40.0% |
| XLC | COMMUNICATION SERVICES SELECT SECTOR SPDRA FUNDetf | $16,000 | 0.0% | 200 | 0.0% | 0.00% | -25.0% | |
| PHG | KONINKLIJKE PHILIPS N V NY REGIS SHS NEWadr | $17,000 | -19.0% | 462 | 0.0% | 0.00% | -40.0% | |
| FDIS | FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETetf | $20,000 | +11.1% | 224 | 0.0% | 0.00% | -25.0% | |
| FDX | Sell | FEDEX CORP COMstock | $21,000 | -90.9% | 81 | -92.3% | 0.00% | -94.1% |
| ASML | Buy | ASML HOLDING N V N Y REGISTRY SHSadr | $19,000 | +18.8% | 24 | +14.3% | 0.00% | -25.0% |
| SPH | Buy | SUBURBAN PROPANE PARTNERS L P UNIT LTD PARTNstock | $16,000 | 0.0% | 1,109 | +8.5% | 0.00% | -25.0% |
| MSCI | New | MSCI INC COMstock | $18,000 | – | 29 | +100.0% | 0.00% | – |
| ETR | Sell | ENTERGY CORP NEW COMstock | $17,000 | -95.3% | 152 | -95.8% | 0.00% | -96.2% |
| SKT | TANGER FACTORY OUTLET CTRS INC COMreit | $19,000 | +18.8% | 1,000 | 0.0% | 0.00% | -25.0% | |
| PWB | INVESCO DYNAMIC LARGE CAP GROWTH ETFetf | $18,000 | +5.9% | 224 | 0.0% | 0.00% | -25.0% | |
| CB | Buy | CHUBB LIMITED COMstock | $18,000 | +260.0% | 92 | +240.7% | 0.00% | +200.0% |
| BP | BP PLC SPONSORED ADRadr | $20,000 | 0.0% | 735 | 0.0% | 0.00% | -25.0% | |
| GOLD | Buy | BARRICK GOLD CORP COMstock | $20,000 | +33.3% | 1,077 | +26.1% | 0.00% | 0.0% |
| THG | HANOVER INS GROUP INC COMstock | $19,000 | 0.0% | 144 | 0.0% | 0.00% | -25.0% | |
| PTON | Buy | PELOTON INTERACTIVE INC CL A COMstock | $21,000 | -4.5% | 600 | +140.0% | 0.00% | -40.0% |
| ECL | Buy | ECOLAB INC COMstock | $19,000 | +35.7% | 79 | +21.5% | 0.00% | 0.0% |
| DLTR | New | DOLLAR TREE INC COMstock | $18,000 | – | 127 | +100.0% | 0.00% | – |
| BTT | BLACKROCK MUN TARGET TERM TR COM SHS BEN INcef | $18,000 | 0.0% | 700 | 0.0% | 0.00% | -25.0% | |
| SFL | SFL CORPORATION LTD SHSstock | $16,000 | -5.9% | 2,000 | 0.0% | 0.00% | -25.0% | |
| SCHE | SCHWAB EMERGING MARKETS EQUITY ETFetf | $17,000 | 0.0% | 560 | 0.0% | 0.00% | -25.0% | |
| IQV | Buy | IQVIA HLDGS INC COMstock | $18,000 | +63.6% | 63 | +40.0% | 0.00% | +50.0% |
| LPCN | New | LIPOCINE INC NEW COMstock | $17,000 | – | 17,000 | +100.0% | 0.00% | – |
| NAD | NUVEEN QUALITY MUNCP INCOME FD COMcef | $16,000 | 0.0% | 1,000 | 0.0% | 0.00% | -25.0% | |
| TTEK | TETRA TECH INC NEW COMstock | $20,000 | +11.1% | 119 | 0.0% | 0.00% | -25.0% | |
| ZNGA | New | ZYNGA INC CL Astock | $19,000 | – | 3,000 | +100.0% | 0.00% | – |
| COF | Sell | CAPITAL ONE FINL CORP COMstock | $20,000 | -78.7% | 136 | -76.6% | 0.00% | -85.7% |
| MFC | MANULIFE FINL CORP COMstock | $18,000 | 0.0% | 954 | 0.0% | 0.00% | -25.0% | |
| LBRDK | LIBERTY BROADBAND CORP COM SER Cstock | $16,000 | -5.9% | 97 | 0.0% | 0.00% | -25.0% | |
| CG | CARLYLE GROUP INC COMstock | $16,000 | +14.3% | 300 | 0.0% | 0.00% | 0.0% | |
| LIT | GLOBAL X LITHIUM & BATTERY TECH ETFetf | $17,000 | 0.0% | 206 | 0.0% | 0.00% | -25.0% | |
| JAZZ | New | JAZZ PHARMACEUTICALS PLC SHS USDstock | $17,000 | – | 134 | +100.0% | 0.00% | – |
| SONY | SONY GROUP CORPORATION SPONSORED ADRadr | $19,000 | +11.8% | 153 | 0.0% | 0.00% | -25.0% | |
| LNT | Sell | ALLIANT ENERGY CORP COMstock | $20,000 | -67.7% | 321 | -70.8% | 0.00% | -78.6% |
| UFPI | UFP INDUSTRIES INC COMstock | $19,000 | +35.7% | 202 | 0.0% | 0.00% | 0.0% | |
| GNRC | Buy | GENERAC HLDGS INC COMstock | $18,000 | -10.0% | 50 | +4.2% | 0.00% | -25.0% |
| SKYY | Sell | FIRST TR EXCHANGE TRADED FD II CLOUD COMPUTINGetf | $16,000 | -65.2% | 150 | -65.7% | 0.00% | -70.0% |
| CHX | CHAMPIONX CORPORATION COMstock | $21,000 | -8.7% | 1,022 | 0.0% | 0.00% | -40.0% | |
| SAIC | SCIENCE APPLICATIONS INTL CORP COMstock | $21,000 | 0.0% | 251 | 0.0% | 0.00% | -40.0% | |
| AGQ | PROSHARES ULTRA SILVERetf | $17,000 | +6.2% | 500 | 0.0% | 0.00% | -25.0% | |
| CHPT | CHARGEPOINT HOLDINGS INC COM CL Astock | $19,000 | -5.0% | 981 | 0.0% | 0.00% | -25.0% | |
| TWST | TWIST BIOSCIENCE CORP COMstock | $19,000 | -29.6% | 250 | 0.0% | 0.00% | -50.0% | |
| NBB | NUVEEN TAXABLE MUNICPAL INM FD COMcef | $18,000 | -5.3% | 814 | 0.0% | 0.00% | -25.0% | |
| NLY | Buy | ANNALY CAPITAL MANAGEMENT INC COMreit | $20,000 | -4.8% | 2,511 | +2.5% | 0.00% | -40.0% |
| TRUP | New | TRUPANION INC COMstock | $20,000 | – | 150 | +100.0% | 0.00% | – |
| NDAQ | New | NASDAQ INC COMstock | $18,000 | – | 85 | +100.0% | 0.00% | – |
| PHM | Buy | PULTE GROUP INC COMstock | $20,000 | +100.0% | 346 | +56.6% | 0.00% | +50.0% |
| ORLY | Buy | OREILLY AUTOMOTIVE INC COMstock | $16,000 | +433.3% | 22 | +340.0% | 0.00% | +200.0% |
| FBHS | Buy | FORTUNE BRANDS HOME & SEC INC COMstock | $20,000 | +66.7% | 186 | +38.8% | 0.00% | 0.0% |
| ICE | Buy | INTERCONTINENTAL EXCHANGE INC COMstock | $21,000 | +950.0% | 154 | +633.3% | 0.00% | – |
| ESGE | New | ISHARES MSCI EM ESG SELECT ETFetf | $20,000 | – | 507 | +100.0% | 0.00% | – |
| MTH | MERITAGE HOMES CORP COMstock | $20,000 | +25.0% | 165 | 0.0% | 0.00% | -25.0% | |
| IDRV | Buy | ISHARES SELF-DRIVING EV AND TECH ETFetf | $16,000 | +6.7% | 303 | +0.3% | 0.00% | 0.0% |
| ALLE | ALLEGION PLC ORD SHSstock | $18,000 | 0.0% | 133 | 0.0% | 0.00% | -25.0% | |
| TUSA | FIRST TRUST TOTAL US MARKET ALPHADEX ETFetf | $16,000 | +6.7% | 310 | 0.0% | 0.00% | 0.0% | |
| BC | Sell | BRUNSWICK CORP COMstock | $15,000 | -46.4% | 149 | -50.2% | 0.00% | -66.7% |
| LBTYK | Buy | LIBERTY GLOBAL PLC SHS CL Cstock | $10,000 | +25.0% | 361 | +36.2% | 0.00% | 0.0% |
| CVNA | New | CARVANA CO CL Astock | $14,000 | – | 60 | +100.0% | 0.00% | – |
| MUSA | MURPHY USA INC COMstock | $13,000 | +18.2% | 65 | 0.0% | 0.00% | 0.0% | |
| UDR | UDR INC COMreit | $10,000 | +11.1% | 169 | 0.0% | 0.00% | 0.0% | |
| PUMP | PROPETRO HLDG CORP COMstock | $11,000 | 0.0% | 1,300 | 0.0% | 0.00% | 0.0% | |
| NIO | NIO INC SPON ADSadr | $13,000 | -7.1% | 400 | 0.0% | 0.00% | -33.3% | |
| AMG | AFFILIATED MANAGERS GROUP INC COMstock | $12,000 | +9.1% | 73 | 0.0% | 0.00% | 0.0% | |
| QRVO | Buy | QORVO INC COMstock | $15,000 | +15.4% | 95 | +25.0% | 0.00% | -33.3% |
| MIME | New | MIMECAST LTD ORD SHSstock | $12,000 | – | 146 | +100.0% | 0.00% | – |
| DGX | New | QUEST DIAGNOSTICS INC COMstock | $13,000 | – | 73 | +100.0% | 0.00% | – |
| QIPT | QUIPT HOME MEDICAL CORP COMstock | $14,000 | -6.7% | 2,443 | 0.0% | 0.00% | -33.3% | |
| TYG | TORTOISE ENERGY INFRA CORP COMcef | $11,000 | 0.0% | 400 | 0.0% | 0.00% | 0.0% | |
| TDTT | New | FLEXSHARES IBOXX 3-YEAR TARGET DURATION TIPS INDEX FUNDetf | $11,000 | – | 425 | +100.0% | 0.00% | – |
| CRUS | CIRRUS LOGIC INC COMstock | $14,000 | +16.7% | 150 | 0.0% | 0.00% | -33.3% | |
| KMI | Sell | KINDER MORGAN INC DEL COMstock | $13,000 | -56.7% | 797 | -56.0% | 0.00% | -71.4% |
| COIN | New | COINBASE GLOBAL INC COM CL Astock | $12,000 | – | 49 | +100.0% | 0.00% | – |
| RF | Sell | REGIONS FINANCIAL CORP NEW COMstock | $11,000 | -47.6% | 499 | -49.3% | 0.00% | -60.0% |
| RGEN | REPLIGEN CORP COMstock | $13,000 | -7.1% | 50 | 0.0% | 0.00% | -33.3% | |
| TME | New | TENCENT MUSIC ENTMT GROUP SPON ADSadr | $13,000 | – | 1,900 | +100.0% | 0.00% | – |
| ALGN | Buy | ALIGN TECHNOLOGY INC COMstock | $12,000 | +33.3% | 19 | +46.2% | 0.00% | 0.0% |
| NEM | Sell | NEWMONT CORP COMstock | $15,000 | -16.7% | 239 | -26.9% | 0.00% | -50.0% |
| CAG | Buy | CONAGRA BRANDS INC COMstock | $10,000 | +42.9% | 296 | +48.0% | 0.00% | 0.0% |
| STZ | Buy | CONSTELLATION BRANDS INC CL Astock | $10,000 | +900.0% | 39 | +1200.0% | 0.00% | – |
| DNP | New | DNP SELECT INCOME FD INC COMcef | $12,000 | – | 1,123 | +100.0% | 0.00% | – |
| KTF | DWS MUN INCOME TR COMcef | $12,000 | 0.0% | 1,000 | 0.0% | 0.00% | -33.3% | |
| BBCA | JPMORGAN BETABUILDERS CANADA ETFetf | $15,000 | +7.1% | 216 | 0.0% | 0.00% | -33.3% | |
| SLF | SUN LIFE FINANCIAL INC. COMstock | $14,000 | +7.7% | 256 | 0.0% | 0.00% | -33.3% | |
| KMF | KAYNE ANDERSON NEXTGEN ENRGY COMcef | $11,000 | 0.0% | 1,500 | 0.0% | 0.00% | 0.0% | |
| FTXL | Sell | FIRST TRUST NASDAQ SEMICONDUCTOR ETFetf | $10,000 | +11.1% | 120 | -13.7% | 0.00% | 0.0% |
| RDSB | New | ROYAL DUTCH SHELL PLC SPON ADR Badr | $13,000 | – | 300 | +100.0% | 0.00% | – |
| RDSA | ROYAL DUTCH SHELL PLC SPONS ADR Aadr | $13,000 | 0.0% | 290 | 0.0% | 0.00% | -33.3% | |
| RGLD | New | ROYAL GOLD INC COMstock | $14,000 | – | 130 | +100.0% | 0.00% | – |
| FNCL | FIDELITY MSCI FINANCIALS INDEX ETFetf | $13,000 | 0.0% | 237 | 0.0% | 0.00% | -33.3% | |
| FSTA | FIDELITY MSCI CONSUMER STAPLES INDEX ETFetf | $13,000 | +8.3% | 288 | 0.0% | 0.00% | -33.3% | |
| SPLK | SPLUNK INC COMstock | $12,000 | -14.3% | 100 | 0.0% | 0.00% | -33.3% | |
| SAVE | SPIRIT AIRLS INC COMstock | $11,000 | -15.4% | 508 | 0.0% | 0.00% | -33.3% | |
| MGA | Sell | MAGNA INTL INC COMstock | $13,000 | -38.1% | 155 | -43.4% | 0.00% | -60.0% |
| DELL | DELL TECHNOLOGIES INC CL Cstock | $14,000 | -48.1% | 256 | 0.0% | 0.00% | -66.7% | |
| XSD | Sell | SPDR S&P SEMICONDUCTOR ETFetf | $13,000 | +8.3% | 53 | -14.5% | 0.00% | -33.3% |
| IFF | Buy | INTERNATIONAL FLAVORS&FRAGRANC COMstock | $13,000 | +116.7% | 85 | +102.4% | 0.00% | +100.0% |
| IDCC | INTERDIGITAL INC COMstock | $14,000 | 0.0% | 200 | 0.0% | 0.00% | -33.3% | |
| DXCM | Buy | DEXCOM INC COMstock | $11,000 | +120.0% | 21 | +110.0% | 0.00% | +100.0% |
| DKS | DICKS SPORTING GOODS INC COMstock | $11,000 | -8.3% | 100 | 0.0% | 0.00% | -33.3% | |
| SIRI | SIRIUS XM HOLDINGS INC COMstock | $13,000 | +8.3% | 2,035 | 0.0% | 0.00% | -33.3% | |
| AWK | Sell | AMERICAN WTR WKS CO INC NEW COMstock | $12,000 | -96.3% | 62 | -96.8% | 0.00% | -97.2% |
| SQNS | SEQUANS COMMUNICATIONS S A SPONSORED ADSadr | $15,000 | +7.1% | 3,177 | 0.0% | 0.00% | -33.3% | |
| AME | New | AMETEK INC COMstock | $11,000 | – | 74 | +100.0% | 0.00% | – |
| SLB | Buy | SCHLUMBERGER LTD COM STKstock | $11,000 | +1000.0% | 382 | +855.0% | 0.00% | – |
| New | KYNDRYL HLDGS INC COMMON STOCKstock | $13,000 | – | 718 | +100.0% | 0.00% | – | |
| EPAM | EPAM SYS INC COMstock | $11,000 | +22.2% | 16 | 0.0% | 0.00% | 0.0% | |
| NCNA | NUCANA PLC SPONSORED ADRadr | $14,000 | -6.7% | 6,000 | 0.0% | 0.00% | -33.3% | |
| APH | Buy | AMPHENOL CORP NEW CL Astock | $14,000 | +40.0% | 156 | +11.4% | 0.00% | 0.0% |
| IDXX | Buy | IDEXX LABS INC COMstock | $13,000 | +18.2% | 19 | +5.6% | 0.00% | 0.0% |
| NID | NUVEEN INTER DURATION MUN TERM COMcef | $15,000 | 0.0% | 1,000 | 0.0% | 0.00% | -33.3% | |
| EQT | New | EQT CORP COMstock | $11,000 | – | 520 | +100.0% | 0.00% | – |
| SEE | Buy | SEALED AIR CORP NEW COMstock | $11,000 | +175.0% | 162 | +105.1% | 0.00% | +100.0% |
| WMB | Buy | WILLIAMS COS INC COMstock | $13,000 | +225.0% | 482 | +207.0% | 0.00% | +100.0% |
| SCHC | SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETFetf | $12,000 | 0.0% | 284 | 0.0% | 0.00% | -33.3% | |
| LHCG | LHC GROUP INC COMstock | $13,000 | -13.3% | 93 | 0.0% | 0.00% | -33.3% | |
| IRTC | New | IRHYTHM TECHNOLOGIES INC COMstock | $12,000 | – | 100 | +100.0% | 0.00% | – |
| OHI | Buy | OMEGA HEALTHCARE INVS INC COMreit | $10,000 | 0.0% | 328 | +2.2% | 0.00% | 0.0% |
| ON | Sell | ON SEMICONDUCTOR CORP COMstock | $11,000 | -84.5% | 156 | -89.9% | 0.00% | -87.5% |
| LPLA | LPL FINL HLDGS INC COMstock | $12,000 | 0.0% | 74 | 0.0% | 0.00% | -33.3% | |
| OPK | OPKO HEALTH INC COMstock | $14,000 | +40.0% | 2,825 | 0.0% | 0.00% | 0.0% | |
| ARNA | ARENA PHARMACEUTICALS INC COM NEWstock | $10,000 | +66.7% | 105 | 0.0% | 0.00% | +100.0% | |
| SCZ | ISHARES MSCI EAFE SMALL-CAP ETFetf | $10,000 | 0.0% | 141 | 0.0% | 0.00% | 0.0% | |
| VMW | Buy | VMWARE INC CL A COMstock | $13,000 | +550.0% | 111 | +909.1% | 0.00% | – |
| AWI | New | ARMSTRONG WORLD INDS INC NEW COMstock | $11,000 | – | 91 | +100.0% | 0.00% | – |
| PCG | PG&E CORP COMstock | $11,000 | +22.2% | 905 | 0.0% | 0.00% | 0.0% | |
| ICLN | ISHARES S&P GLOBAL CLEAN ENERGY INDEX FUNDetf | $12,000 | 0.0% | 554 | 0.0% | 0.00% | -33.3% | |
| PPG | New | PPG INDS INC COMstock | $11,000 | – | 64 | +100.0% | 0.00% | – |
| EEM | ISHARES MSCI EMERGING MARKETS ETFetf | $12,000 | 0.0% | 244 | 0.0% | 0.00% | -33.3% | |
| MRNA | MODERNA INC COMstock | $13,000 | -31.6% | 50 | 0.0% | 0.00% | -50.0% | |
| ARKF | ARK FINTECH INNOVATION ETFetf | $12,000 | -14.3% | 283 | 0.0% | 0.00% | -33.3% | |
| ATHX | ATHERSYS INC NEW COMstock | $13,000 | -31.6% | 14,000 | 0.0% | 0.00% | -50.0% | |
| BCE | Buy | BCE INC COM NEWstock | $14,000 | +1300.0% | 271 | +903.7% | 0.00% | – |
| BBN | BLACKROCK TAX MUNICPAL BD TR SHScef | $14,000 | 0.0% | 528 | 0.0% | 0.00% | -33.3% | |
| HASI | HANNON ARMSTRONG SUST INFR CAP COMreit | $12,000 | 0.0% | 228 | 0.0% | 0.00% | -33.3% | |
| BSX | New | BOSTON SCIENTIFIC CORP COMstock | $14,000 | – | 337 | +100.0% | 0.00% | – |
| AAP | New | ADVANCE AUTO PARTS INC COMstock | $13,000 | – | 56 | +100.0% | 0.00% | – |
| LSXMA | LIBERTY MEDIA CORP DEL COM A SIRIUSXMstock | $10,000 | +11.1% | 194 | 0.0% | 0.00% | 0.0% | |
| AIZ | New | ASSURANT INC COMstock | $5,000 | – | 32 | +100.0% | 0.00% | – |
| MBUU | MALIBU BOATS INC COM CL Astock | $8,000 | 0.0% | 111 | 0.0% | 0.00% | -50.0% | |
| MKTX | New | MARKETAXESS HLDGS INC COMstock | $5,000 | – | 13 | +100.0% | 0.00% | – |
| EWJ | New | ISHARES MSCI JAPAN ETFetf | $7,000 | – | 100 | +100.0% | 0.00% | – |
| ENZL | ISHARES MSCI NEW ZEALAND CAPPED ETFetf | $8,000 | -11.1% | 144 | 0.0% | 0.00% | -50.0% | |
| MKC | Buy | MCCORMICK & CO INC COM NON VTGstock | $4,000 | +100.0% | 46 | +130.0% | 0.00% | – |
| KXI | ISHARES GLOBAL CONSUMER STAPLES ETFetf | $9,000 | 0.0% | 142 | 0.0% | 0.00% | -50.0% | |
| MUX | MCEWEN MNG INC COMstock | $4,000 | -20.0% | 5,000 | 0.0% | 0.00% | 0.0% | |
| MCK | Sell | MCKESSON CORP COMstock | $6,000 | -90.8% | 24 | -92.6% | 0.00% | -92.9% |
| MMSI | MERIT MED SYS INC COMstock | $4,000 | -20.0% | 69 | 0.0% | 0.00% | 0.0% | |
| MET | Sell | METLIFE INC COMstock | $4,000 | -82.6% | 72 | -80.6% | 0.00% | -80.0% |
| MTD | New | METTLER TOLEDO INTERNATIONAL COMstock | $8,000 | – | 5 | +100.0% | 0.00% | – |
| MNST | Sell | MONSTER BEVERAGE CORP NEW COMstock | $8,000 | -11.1% | 80 | -19.2% | 0.00% | -50.0% |
| PXF | INVESCO FTSE RAFI DEVELOPED MARKETS EX-U.S. ETFetf | $7,000 | 0.0% | 143 | 0.0% | 0.00% | -50.0% | |
| MOS | New | MOSAIC CO NEW COMstock | $4,000 | – | 107 | +100.0% | 0.00% | – |
| NTAP | New | NETAPP INC COMstock | $5,000 | – | 54 | +100.0% | 0.00% | – |
| PRFZ | INVESCO FTSE RAFI US 1500A SMALL-MIDA ETFetf | $8,000 | +14.3% | 40 | 0.0% | 0.00% | -50.0% | |
| NICE | Sell | NICE LTD SPONSORED ADRadr | $8,000 | -42.9% | 26 | -45.8% | 0.00% | -66.7% |
| IPG | INTERPUBLIC GROUP COS INC COMstock | $4,000 | 0.0% | 101 | 0.0% | 0.00% | 0.0% | |
| IP | New | INTERNATIONAL PAPER CO COMstock | $5,000 | – | 113 | +100.0% | 0.00% | – |
| NVO | NOVO-NORDISK A S ADRadr | $9,000 | +12.5% | 80 | 0.0% | 0.00% | -50.0% | |
| NUAN | NUANCE COMMUNICATIONS INC COMstock | $9,000 | 0.0% | 166 | 0.0% | 0.00% | -50.0% | |
| OXY | New | OCCIDENTAL PETE CORP COMstock | $6,000 | – | 212 | +100.0% | 0.00% | – |
| ITT | ITT INC COMstock | $6,000 | +20.0% | 55 | 0.0% | 0.00% | 0.0% | |
| ODFL | New | OLD DOMINION FREIGHT LINE INC COMstock | $8,000 | – | 21 | +100.0% | 0.00% | – |
| OLN | New | OLIN CORP COM PAR $1stock | $7,000 | – | 120 | +100.0% | 0.00% | – |
| HUT | HUT 8 MNG CORP COMstock | $9,000 | -10.0% | 1,164 | 0.0% | 0.00% | -50.0% | |
| OPEN | New | OPENDOOR TECHNOLOGIES INC COMstock | $6,000 | – | 433 | +100.0% | 0.00% | – |
| ONVO | ORGANOVO HLDGS INC COM NEWstock | $6,000 | -45.5% | 1,550 | 0.0% | 0.00% | -50.0% | |
| HES | New | HESS CORP COMstock | $4,000 | – | 60 | +100.0% | 0.00% | – |
| PPL | New | PPL CORP COMstock | $5,000 | – | 168 | +100.0% | 0.00% | – |
| JKHY | Sell | HENRY JACK & ASSOC INC COMstock | $6,000 | -14.3% | 34 | -20.9% | 0.00% | -50.0% |
| PCAR | Sell | PACCAR INC COMstock | $6,000 | -87.5% | 68 | -88.9% | 0.00% | -90.9% |
| PLTR | New | PALANTIR TECHNOLOGIES INC CL Astock | $6,000 | – | 352 | +100.0% | 0.00% | – |
| PTEN | Buy | PATTERSON-UTI ENERGY INC COMstock | $6,000 | +20.0% | 651 | +10.0% | 0.00% | 0.0% |
| PKI | New | PERKINELMER INC COMstock | $5,000 | – | 27 | +100.0% | 0.00% | – |
| HSBC | HSBC HLDGS PLC SPON ADR NEWadr | $7,000 | +16.7% | 219 | 0.0% | 0.00% | 0.0% | |
| GPRE | GREEN PLAINS INC COMstock | $8,000 | 0.0% | 239 | 0.0% | 0.00% | -50.0% | |
| GL | Buy | GLOBE LIFE INC COMstock | $5,000 | – | 57 | +5600.0% | 0.00% | – |
| GMED | GLOBUS MED INC CL Astock | $5,000 | -16.7% | 76 | 0.0% | 0.00% | 0.0% | |
| PINS | New | PINTEREST INC CL Astock | $6,000 | – | 175 | +100.0% | 0.00% | – |
| PXD | New | PIONEER NAT RES CO COMstock | $4,000 | – | 21 | +100.0% | 0.00% | – |
| FINX | Sell | GLOBAL X FINTECH THEMATIC ETFetf | $5,000 | -85.7% | 132 | -82.0% | 0.00% | -87.5% |
| GPN | Buy | GLOBAL PMTS INC COMstock | $7,000 | +75.0% | 50 | +78.6% | 0.00% | 0.0% |
| AJG | Buy | GALLAGHER ARTHUR J & CO COMstock | $7,000 | +75.0% | 41 | +64.0% | 0.00% | 0.0% |
| BEN | New | FRANKLIN RESOURCES INC COMstock | $4,000 | – | 131 | +100.0% | 0.00% | – |
| PUBM | New | PUBMATIC INC COM CL Astock | $5,000 | – | 154 | +100.0% | 0.00% | – |
| FTS | FORTIS INC COMstock | $5,000 | 0.0% | 112 | 0.0% | 0.00% | 0.0% | |
| RLI | RLI CORP COMstock | $7,000 | +16.7% | 60 | 0.0% | 0.00% | 0.0% | |
| RJF | New | RAYMOND JAMES FINL INC COMstock | $5,000 | – | 52 | +100.0% | 0.00% | – |
| REGN | Sell | REGENERON PHARMACEUTICALS COMstock | $6,000 | -92.3% | 10 | -92.2% | 0.00% | -94.1% |
| RELX | RELX PLC SPONSORED ADRadr | $8,000 | +14.3% | 250 | 0.0% | 0.00% | -50.0% | |
| FE | Sell | FIRSTENERGY CORP COMstock | $7,000 | -22.2% | 177 | -29.8% | 0.00% | -50.0% |
| RMD | New | RESMED INC COMstock | $9,000 | – | 35 | +100.0% | 0.00% | – |
| RFP | RESOLUTE FST PRODS INC COMstock | $4,000 | +33.3% | 233 | 0.0% | 0.00% | 0.0% | |
| ROK | Sell | ROCKWELL AUTOMATION INC COMstock | $7,000 | -75.9% | 20 | -80.0% | 0.00% | -83.3% |
| ROST | Buy | ROSS STORES INC COMstock | $6,000 | +50.0% | 52 | +44.4% | 0.00% | 0.0% |
| FMC | New | FMC CORP COM NEWstock | $4,000 | – | 39 | +100.0% | 0.00% | – |
| SLY | Sell | SPDR S&P 600 SMALL CAP ETFetf | $4,000 | -98.1% | 40 | -98.2% | 0.00% | -97.9% |
| EXPE | New | EXPEDIA GROUP INC COM NEWstock | $4,000 | – | 22 | +100.0% | 0.00% | – |
| EXAS | EXACT SCIENCES CORP COMstock | $7,000 | -22.2% | 90 | 0.0% | 0.00% | -50.0% | |
| EOLS | EVOLUS INC COMstock | $6,000 | -14.3% | 954 | 0.0% | 0.00% | -50.0% | |
| ETSY | Buy | ETSY INC COMstock | $8,000 | +100.0% | 38 | +90.0% | 0.00% | 0.0% |
| ETON | ETON PHARMACEUTICALS INC COMstock | $4,000 | -20.0% | 1,000 | 0.0% | 0.00% | 0.0% | |
| SNY | SANOFI SPONSORED ADRadr | $6,000 | 0.0% | 125 | 0.0% | 0.00% | 0.0% | |
| SAP | SAP SE SPON ADRadr | $6,000 | 0.0% | 43 | 0.0% | 0.00% | 0.0% | |
| HSIC | Sell | HENRY SCHEIN INC COMstock | $4,000 | -84.0% | 54 | -83.6% | 0.00% | -83.3% |
| EFX | New | EQUIFAX INC COMstock | $5,000 | – | 18 | +100.0% | 0.00% | – |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETFetf | $9,000 | +12.5% | 56 | 0.0% | 0.00% | -50.0% | |
| EIX | New | EDISON INTL COMstock | $5,000 | – | 75 | +100.0% | 0.00% | – |
| FNDC | SCHWAB FUNDAMENTAL INTERNATIONAL SMALL COMPANY INDEX ETFetf | $5,000 | 0.0% | 133 | 0.0% | 0.00% | 0.0% | |
| FNDF | SCHWAB FUNDAMENTAL INTERNATIONAL LARGE COMPANY INDEX ETFetf | $8,000 | 0.0% | 253 | 0.0% | 0.00% | -50.0% | |
| FNDA | SCHWAB FUNDAMENTAL U.S. SMALL COMPANY INDEX ETFetf | $8,000 | +14.3% | 137 | 0.0% | 0.00% | -50.0% | |
| EMN | Buy | EASTMAN CHEM CO COMstock | $9,000 | +800.0% | 75 | +650.0% | 0.00% | – |
| SMG | Sell | SCOTTS MIRACLE-GRO CO CL Astock | $8,000 | -38.5% | 51 | -42.7% | 0.00% | -66.7% |
| FIVG | DEFIANCE NEXT GEN CONNECTIVITY ETFetf | $8,000 | +14.3% | 200 | 0.0% | 0.00% | -50.0% | |
| EOG | New | EOG RES INC COMstock | $6,000 | – | 70 | +100.0% | 0.00% | – |
| SRE | New | SEMPRA COMstock | $9,000 | – | 65 | +100.0% | 0.00% | – |
| SHYF | Sell | SHYFT GROUP INC COMstock | $8,000 | 0.0% | 166 | -19.8% | 0.00% | -50.0% |
| AOS | New | SMITH A O CORP COMstock | $6,000 | – | 66 | +100.0% | 0.00% | – |
| DVN | DEVON ENERGY CORP NEW COMstock | $8,000 | +33.3% | 174 | 0.0% | 0.00% | 0.0% | |
| SONO | SONOS INC COMstock | $5,000 | -16.7% | 176 | 0.0% | 0.00% | 0.0% | |
| SHC | New | SOTERA HEALTH CO COMstock | $4,000 | – | 191 | +100.0% | 0.00% | – |
| XRAY | New | DENTSPLY SIRONA INC COMstock | $4,000 | – | 70 | +100.0% | 0.00% | – |
| DECK | DECKERS OUTDOOR CORP COMstock | $7,000 | 0.0% | 20 | 0.0% | 0.00% | -50.0% | |
| DVA | Buy | DAVITA INC COMstock | $6,000 | +100.0% | 57 | +103.6% | 0.00% | 0.0% |
| STT | STATE STR CORP COMstock | $5,000 | 0.0% | 59 | 0.0% | 0.00% | 0.0% | |
| DXC | New | DXC TECHNOLOGY CO COMstock | $4,000 | – | 109 | +100.0% | 0.00% | – |
| SNV | SYNOVUS FINL CORP COM NEWstock | $5,000 | 0.0% | 107 | 0.0% | 0.00% | 0.0% | |
| CPRT | Buy | COPART INC COMstock | $8,000 | +33.3% | 52 | +30.0% | 0.00% | 0.0% |
| COO | New | COOPER COS INC COM NEWstock | $5,000 | – | 13 | +100.0% | 0.00% | – |
| TTWO | Buy | TAKE-TWO INTERACTIVE SOFTWARE COMstock | $8,000 | +300.0% | 43 | +290.9% | 0.00% | – |
| CTXS | Buy | CITRIX SYS INC COMstock | $4,000 | -20.0% | 47 | +9.3% | 0.00% | 0.0% |
| CHD | New | CHURCH & DWIGHT CO INC COMstock | $6,000 | – | 54 | +100.0% | 0.00% | – |
| TSCO | Buy | TRACTOR SUPPLY CO COMstock | $9,000 | +200.0% | 39 | +160.0% | 0.00% | 0.0% |
| TDG | Buy | TRANSDIGM GROUP INC COMstock | $7,000 | +250.0% | 11 | +266.7% | 0.00% | – |
| CRL | CHARLES RIV LABS INTL INC COMstock | $6,000 | -14.3% | 16 | 0.0% | 0.00% | -50.0% | |
| VNET | New | VNET GROUP INC SPONSORED ADS Aadr | $7,000 | – | 775 | +100.0% | 0.00% | – |
| TWLO | Buy | TWILIO INC CL Astock | $8,000 | -11.1% | 30 | +3.4% | 0.00% | -50.0% |
| TYL | Sell | TYLER TECHNOLOGIES INC COMstock | $5,000 | -64.3% | 10 | -66.7% | 0.00% | -66.7% |
| CERN | New | CERNER CORP COMstock | $6,000 | – | 63 | +100.0% | 0.00% | – |
| CTLT | New | CATALENT INC COMstock | $4,000 | – | 34 | +100.0% | 0.00% | – |
| CSPR | CASPER SLEEP INC COMstock | $7,000 | +75.0% | 1,000 | 0.0% | 0.00% | 0.0% | |
| USO | UNITED STATES OIL FUND, LPetf | $7,000 | 0.0% | 126 | 0.0% | 0.00% | -50.0% | |
| OLED | UNIVERSAL DISPLAY CORP COMstock | $8,000 | -11.1% | 50 | 0.0% | 0.00% | -50.0% | |
| UNM | New | UNUM GROUP COMstock | $5,000 | – | 186 | +100.0% | 0.00% | – |
| KMX | New | CARMAX INC COMstock | $5,000 | – | 40 | +100.0% | 0.00% | – |
| MTN | VAIL RESORTS INC COMstock | $4,000 | 0.0% | 13 | 0.0% | 0.00% | 0.0% | |
| CHRW | C H ROBINSON WORLDWIDE INC COM NEWstock | $4,000 | +33.3% | 35 | 0.0% | 0.00% | 0.0% | |
| GDX | VANECK GOLD MINERS ETFetf | $6,000 | +20.0% | 176 | 0.0% | 0.00% | 0.0% | |
| GIB | CGI INC CL A SUB VTGstock | $9,000 | +12.5% | 97 | 0.0% | 0.00% | -50.0% | |
| CF | New | CF INDS HLDGS INC COMstock | $6,000 | – | 85 | +100.0% | 0.00% | – |
| CFVI | New | CF ACQUISITION CORP VI COM CL Astock | $9,000 | – | 796 | +100.0% | 0.00% | – |
| CBOE | New | CBOE GLOBAL MKTS INC COMstock | $5,000 | – | 36 | +100.0% | 0.00% | – |
| BIV | VANGUARD INTERMEDIATE-TERM BOND INDEX FUNDetf | $6,000 | 0.0% | 65 | 0.0% | 0.00% | 0.0% | |
| VNQI | New | VANGUARD GLOBAL EX-U.S. REAL ESTATE INDEXetf | $8,000 | – | 153 | +100.0% | 0.00% | – |
| VSS | New | VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUNDetf | $8,000 | – | 56 | +100.0% | 0.00% | – |
| BAM | New | BROOKFIELD ASSET MGMT INC CL A LTD VT SHstock | $9,000 | – | 157 | +100.0% | 0.00% | – |
| BAH | Sell | BOOZ ALLEN HAMILTON HLDG CORP CL Astock | $6,000 | -33.3% | 68 | -40.4% | 0.00% | -50.0% |
| BST | BLACKROCK SCIENCE & TECHNOLOGY SHScef | $9,000 | 0.0% | 178 | 0.0% | 0.00% | -50.0% | |
| VOX | VANGUARD COMMUNICATION SERVICES ETFetf | $5,000 | 0.0% | 36 | 0.0% | 0.00% | 0.0% | |
| VEEV | Sell | VEEVA SYS INC CL A COMstock | $5,000 | -84.4% | 18 | -83.6% | 0.00% | -85.7% |
| VTR | VENTAS INC COMreit | $5,000 | 0.0% | 99 | 0.0% | 0.00% | 0.0% | |
| VTEB | Buy | VANGUARD TAX-EXEMPT BOND ETFetf | $5,000 | +25.0% | 88 | +27.5% | 0.00% | 0.0% |
| BYND | Sell | BEYOND MEAT INC COMstock | $8,000 | -72.4% | 125 | -54.5% | 0.00% | -83.3% |
| New | BATH & BODY WORKS INC COMstock | $4,000 | – | 63 | +100.0% | 0.00% | – | |
| DJP | New | IPATH BLOOMBERG COMMODITY INDEX TOTAL RETURN ETNetf | $4,000 | – | 131 | +100.0% | 0.00% | – |
| BLL | Sell | BALL CORP COMstock | $6,000 | -57.1% | 62 | -60.3% | 0.00% | -66.7% |
| AVY | New | AVERY DENNISON CORP COMstock | $6,000 | – | 29 | +100.0% | 0.00% | – |
| VRNA | VERONA PHARMA PLC SPONSORED ADSadr | $6,000 | +20.0% | 892 | 0.0% | 0.00% | 0.0% | |
| VICI | New | VICI PPTYS INC COMreit | $8,000 | – | 263 | +100.0% | 0.00% | – |
| VRTS | VIRTUS INVT PARTNERS INC COMstock | $8,000 | -11.1% | 28 | 0.0% | 0.00% | -50.0% | |
| VST | New | VISTRA CORP COMstock | $5,000 | – | 207 | +100.0% | 0.00% | – |
| VOD | VODAFONE GROUP PLC NEW SPONSORED ADRadr | $7,000 | 0.0% | 467 | 0.0% | 0.00% | -50.0% | |
| ANET | New | ARISTA NETWORKS INC COMstock | $6,000 | – | 44 | +100.0% | 0.00% | – |
| ARCC | ARES CAPITAL CORP COMcef | $4,000 | +33.3% | 170 | 0.0% | 0.00% | 0.0% | |
| ABUS | New | ARBUTUS BIOPHARMA CORP COMstock | $8,000 | – | 2,000 | +100.0% | 0.00% | – |
| APR | APRIA INC COMstock | $6,000 | 0.0% | 172 | 0.0% | 0.00% | 0.0% | |
| WAT | New | WATERS CORP COMstock | $6,000 | – | 16 | +100.0% | 0.00% | – |
| APA | Buy | APA CORPORATION COMstock | $8,000 | +166.7% | 285 | +119.2% | 0.00% | 0.0% |
| WST | Sell | WEST PHARMACEUTICAL SVSC INC COMstock | $7,000 | -58.8% | 15 | -62.5% | 0.00% | -75.0% |
| WDC | Buy | WESTERN DIGITAL CORP. COMstock | $5,000 | +150.0% | 79 | +139.4% | 0.00% | – |
| WRK | New | WESTROCK CO COMstock | $4,000 | – | 85 | +100.0% | 0.00% | – |
| WPM | WHEATON PRECIOUS METALS CORP COMstock | $9,000 | +12.5% | 200 | 0.0% | 0.00% | -50.0% | |
| XLNX | Buy | XILINX INC COMstock | $7,000 | +133.3% | 33 | +65.0% | 0.00% | 0.0% |
| AIG | Sell | AMERICAN INTL GROUP INC COM NEWstock | $7,000 | -50.0% | 118 | -52.8% | 0.00% | -66.7% |
| XYL | New | XYLEM INC COMstock | $6,000 | – | 50 | +100.0% | 0.00% | – |
| ALB | New | ALBEMARLE CORP COMstock | $7,000 | – | 29 | +100.0% | 0.00% | – |
| ALK | New | ALASKA AIR GROUP INC COMstock | $8,000 | – | 146 | +100.0% | 0.00% | – |
| DOX | Sell | AMDOCS LTD SHSstock | $4,000 | -60.0% | 56 | -56.9% | 0.00% | -50.0% |
| ADC | AGREE RLTY CORP COMreit | $7,000 | 0.0% | 100 | 0.0% | 0.00% | -50.0% | |
| A | New | AGILENT TECHNOLOGIES INC COMstock | $7,000 | – | 43 | +100.0% | 0.00% | – |
| RE | EVEREST RE GROUP LTD COMstock | $4,000 | 0.0% | 15 | 0.0% | 0.00% | 0.0% | |
| G | GENPACT LIMITED SHSstock | $7,000 | +16.7% | 123 | 0.0% | 0.00% | 0.0% | |
| HZNP | HORIZON THERAPEUTICS PUB L SHSstock | $6,000 | 0.0% | 56 | 0.0% | 0.00% | 0.0% | |
| IVZ | New | INVESCO LTD SHSstock | $4,000 | – | 183 | +100.0% | 0.00% | – |
| JCI | Buy | JOHNSON CTLS INTL PLC SHSstock | $7,000 | +75.0% | 87 | +33.8% | 0.00% | 0.0% |
| ACM | AECOM COMstock | $5,000 | +25.0% | 66 | 0.0% | 0.00% | 0.0% | |
| APTV | Buy | APTIV PLC SHSstock | $6,000 | +50.0% | 38 | +46.2% | 0.00% | 0.0% |
| ATVI | Buy | ACTIVISION BLIZZARD INC COMstock | $9,000 | +800.0% | 136 | +655.6% | 0.00% | – |
| AXDX | ACCELERATE DIAGNOSTICS INC COMstock | $5,000 | -16.7% | 1,000 | 0.0% | 0.00% | 0.0% | |
| ABMD | New | ABIOMED INC COMstock | $4,000 | – | 10 | +100.0% | 0.00% | – |
| GLTR | New | ABERDEEN STANDARD PHYSICAL PRECIOUS METALS BASKET SHARES ETFetf | $8,000 | – | 90 | +100.0% | 0.00% | – |
| AES | New | AES CORP COMstock | $4,000 | – | 173 | +100.0% | 0.00% | – |
| LKQ | New | LKQ CORP COMstock | $9,000 | – | 150 | +100.0% | 0.00% | – |
| LW | LAMB WESTON HLDGS INC COMstock | $7,000 | +16.7% | 104 | 0.0% | 0.00% | 0.0% | |
| LPI | LAREDO PETROLEUM INC COMstock | $4,000 | -33.3% | 70 | 0.0% | 0.00% | 0.0% | |
| KTB | New | KONTOOR BRANDS INC COMstock | $8,000 | – | 150 | +100.0% | 0.00% | – |
| KEYS | New | KEYSIGHT TECHNOLOGIES INC COMstock | $6,000 | – | 29 | +100.0% | 0.00% | – |
| FWONK | New | LIBERTY MEDIA CORP DEL COM SER C FRMLAstock | $4,000 | – | 67 | +100.0% | 0.00% | – |
| LSI | LIFE STORAGE INC COMreit | $9,000 | +28.6% | 57 | 0.0% | 0.00% | -50.0% | |
| KEY | New | KEYCORP COMstock | $8,000 | – | 346 | +100.0% | 0.00% | – |
| LYV | New | LIVE NATION ENTERTAINMENT INC COMstock | $4,000 | – | 36 | +100.0% | 0.00% | – |
| RAMP | New | LIVERAMP HLDGS INC COMstock | $5,000 | – | 97 | +100.0% | 0.00% | – |
| L | Buy | LOEWS CORP COMstock | $9,000 | +350.0% | 153 | +255.8% | 0.00% | – |
| JNPR | New | JUNIPER NETWORKS INC COMstock | $5,000 | – | 133 | +100.0% | 0.00% | – |
| LUMN | Buy | LUMEN TECHNOLOGIES INC COMstock | $8,000 | +33.3% | 621 | +35.3% | 0.00% | 0.0% |
| JBI | JANUS INTERNATIONAL GROUP INC COMMON STOCKstock | $6,000 | 0.0% | 500 | 0.0% | 0.00% | 0.0% | |
| CENTA | CENTRAL GARDEN & PET CO CL A NON-VTGstock | $3,000 | +50.0% | 54 | 0.0% | 0.00% | – | |
| EVR | EVERCORE INC CLASS Astock | $3,000 | 0.0% | 22 | 0.0% | 0.00% | -100.0% | |
| VALWS | Exit | VALARIS LIMITED WT EXP 042928stock | $0 | – | -137 | -100.0% | 0.00% | – |
| SIVB | New | SVB FINANCIAL GROUP COMstock | $3,000 | – | 4 | +100.0% | 0.00% | – |
| NKLA | Exit | NIKOLA CORP COMstock | $0 | – | -100 | -100.0% | 0.00% | – |
| MJ | Buy | ETFMG ALTERNATIVE HARVEST ETFetf | $1,000 | -50.0% | 132 | +0.8% | 0.00% | – |
| EOI | Sell | EATON VANCE ENHANCED EQUITY IN COMcef | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| NVAX | Exit | NOVAVAX INC COM NEWstock | $0 | – | -7 | -100.0% | 0.00% | – |
| ENPH | Exit | ENPHASE ENERGY INC COMstock | $0 | – | -13 | -100.0% | 0.00% | – |
| DX | DYNEX CAP INC COMreit | $3,000 | 0.0% | 166 | 0.0% | 0.00% | -100.0% | |
| DKNG | DRAFTKINGS INC COM CL Astock | $1,000 | -50.0% | 40 | 0.0% | 0.00% | – | |
| EIM | Sell | EATON VANCE MUN BD FD COMcef | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| DISCK | New | DISCOVERY INC COM SER Cstock | $1,000 | – | 50 | +100.0% | 0.00% | – |
| SRPT | New | SAREPTA THERAPEUTICS INC COMstock | $2,000 | – | 20 | +100.0% | 0.00% | – |
| SII | New | SPROTT INC COM NEWstock | $0 | – | 0 | +100.0% | 0.00% | – |
| SAND | New | SANDSTORM GOLD LTD COM NEWstock | $0 | – | 0 | +100.0% | 0.00% | – |
| SRG | New | SERITAGE GROWTH PPTYS CL Areit | $1,000 | – | 108 | +100.0% | 0.00% | – |
| DISCA | New | DISCOVERY INC COM SER Astock | $3,000 | – | 123 | +100.0% | 0.00% | – |
| DBRG | New | DIGITALBRIDGE GROUP INC CL A COMreit | $2,000 | – | 183 | +100.0% | 0.00% | – |
| New | DIGITAL WORLD ACQUISITION CORP CLASS A COMstock | $2,000 | – | 42 | +100.0% | 0.00% | – | |
| FSLY | New | FASTLY INC CL Astock | $1,000 | – | 42 | +100.0% | 0.00% | – |
| SJT | SAN JUAN BASIN RTY TR UNIT BEN INTstock | $1,000 | 0.0% | 197 | 0.0% | 0.00% | – | |
| SPG | SIMON PPTY GROUP INC NEW COMreit | $0 | – | 2 | 0.0% | 0.00% | – | |
| SBRA | SABRA HEALTH CARE REIT INC COMreit | $0 | – | 25 | 0.0% | 0.00% | – | |
| SNAP | New | SNAP INC CL Astock | $1,000 | – | 31 | +100.0% | 0.00% | – |
| SOFI | New | SOFI TECHNOLOGIES INC COMstock | $2,000 | – | 105 | +100.0% | 0.00% | – |
| DM | New | DESKTOP METAL INC COM CL Astock | $1,000 | – | 178 | +100.0% | 0.00% | – |
| EXPD | New | EXPEDITORS INTL WASH INC COMstock | $1,000 | – | 11 | +100.0% | 0.00% | – |
| FDS | FACTSET RESH SYS INC COMstock | $3,000 | +50.0% | 6 | 0.0% | 0.00% | – | |
| GNUS | New | GENIUS BRANDS INTL INC COMstock | $1,000 | – | 500 | +100.0% | 0.00% | – |
| EMLC | New | VANECK J.P. MORGAN EM LOCAL CURRENCY BOND ETFetf | $1,000 | – | 29 | +100.0% | 0.00% | – |
| GPS | New | GAP INC COMstock | $2,000 | – | 124 | +100.0% | 0.00% | – |
| USHY | Exit | ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETFetf | $0 | – | 0 | +100.0% | 0.00% | – |
| CUK | CARNIVAL PLC ADRadr | $1,000 | 0.0% | 65 | 0.0% | 0.00% | – | |
| SJNK | Exit | SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETFetf | $0 | – | 0 | +100.0% | 0.00% | – |
| PRLB | Exit | PROTO LABS INC COMstock | $0 | – | -28 | -100.0% | 0.00% | – |
| BSV | New | VANGUARD SHORT-TERM BOND INDEX FUNDetf | $2,000 | – | 24 | +100.0% | 0.00% | – |
| BTG | New | B2GOLD CORP COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| BOND | PIMCO ACTIVE BOND EXCHANGE-TRADED FUNDetf | $1,000 | 0.0% | 11 | 0.0% | 0.00% | – | |
| BRO | BROWN & BROWN INC COMstock | $3,000 | 0.0% | 49 | 0.0% | 0.00% | -100.0% | |
| BNDX | New | VANGUARD TOTAL INTERNATIONAL BOND ETFetf | $1,000 | – | 17 | +100.0% | 0.00% | – |
| PSEC | Sell | PROSPECT CAP CORP COMcef | $3,000 | -50.0% | 370 | -50.0% | 0.00% | -100.0% |
| CVET | Exit | COVETRUS INC COMstock | $0 | – | -132 | -100.0% | 0.00% | – |
| BIPC | New | BROOKFIELD INFRASTRUCTURE CORP COM SB VTG SHS Astock | $1,000 | – | 11 | +100.0% | 0.00% | – |
| PRVB | PROVENTION BIO INC COMstock | $3,000 | 0.0% | 500 | 0.0% | 0.00% | -100.0% | |
| PSTH | New | PERSHING SQUARE TONTINE HLDGS COM CL Astock | $2,000 | – | 80 | +100.0% | 0.00% | – |
| CHS | CHICOS FAS INC COMstock | $2,000 | 0.0% | 404 | 0.0% | 0.00% | – | |
| BLDE | BLADE AIR MOBILITY INC CL A COMstock | $1,000 | -50.0% | 150 | 0.0% | 0.00% | – | |
| ADMA | Exit | ADMA BIOLOGICS INC COMstock | $0 | – | -2,000 | -100.0% | 0.00% | – |
| TREX | New | TREX CO INC COMstock | $1,000 | – | 10 | +100.0% | 0.00% | – |
| VTHR | VANGUARD RUSSELL 3000 ETFetf | $3,000 | 0.0% | 14 | 0.0% | 0.00% | -100.0% | |
| HBI | New | HANESBRANDS INC COMstock | $3,000 | – | 192 | +100.0% | 0.00% | – |
| CIM | CHIMERA INVT CORP COM NEWreit | $0 | – | 3 | 0.0% | 0.00% | – | |
| HYS | Exit | PIMCO 0-5 YEAR HIGH YIELD CORPORATE BOND INDEX EXCHANGE-TRADED FUNDetf | $0 | – | 0 | +100.0% | 0.00% | – |
| PENN | PENN NATL GAMING INC COMstock | $2,000 | -33.3% | 47 | 0.0% | 0.00% | -100.0% | |
| BB | New | BLACKBERRY LTD COMstock | $1,000 | – | 150 | +100.0% | 0.00% | – |
| BGI | New | BIRKS GROUP INC CL A COMstock | $1,000 | – | 250 | +100.0% | 0.00% | – |
| FL | FOOT LOCKER INC COMstock | $2,000 | 0.0% | 40 | 0.0% | 0.00% | – | |
| Exit | BELLICUM PHARMACEUTICALS INC COM NEWstock | $0 | – | -35 | -100.0% | 0.00% | – | |
| PAYC | Sell | PAYCOM SOFTWARE INC COMstock | $3,000 | -81.2% | 7 | -78.1% | 0.00% | -100.0% |
| PSI | Exit | INVESCO DYNAMIC SEMICONDUCTORS ETFetf | $0 | – | -12 | -100.0% | 0.00% | – |
| X | Exit | UNITED STATES STL CORP NEW COMstock | $0 | – | -56 | -100.0% | 0.00% | – |
| HAS | New | HASBRO INC COMstock | $3,000 | – | 32 | +100.0% | 0.00% | – |
| HL | HECLA MNG CO COMstock | $0 | – | 6 | 0.0% | 0.00% | – | |
| U | Exit | UNITY SOFTWARE INC COMstock | $0 | – | -8 | -100.0% | 0.00% | – |
| AGR | New | AVANGRID INC COMstock | $2,000 | – | 35 | +100.0% | 0.00% | – |
| ACB | Sell | AURORA CANNABIS INC COMstock | $0 | -100.0% | 10 | -94.6% | 0.00% | – |
| HP | New | HELMERICH & PAYNE INC COMstock | $1,000 | – | 30 | +100.0% | 0.00% | – |
| HYG | Exit | ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETFetf | $0 | – | 0 | +100.0% | 0.00% | – |
| PKG | Sell | PACKAGING CORP AMER COMstock | $1,000 | -75.0% | 11 | -59.3% | 0.00% | -100.0% |
| VSAT | New | VIASAT INC COMstock | $2,000 | – | 52 | +100.0% | 0.00% | – |
| VIAC | Buy | VIACOMCBS INC CL Bstock | $3,000 | – | 87 | +100.0% | 0.00% | – |
| OC | New | OWENS CORNING NEW COMstock | $1,000 | – | 15 | +100.0% | 0.00% | – |
| IBML | Exit | ISHARES IBONDS DEC 2023 TERM MUNI BOND ETFetf | $0 | – | 0 | +100.0% | 0.00% | – |
| New | VICTORIAS SECRET AND CO COMMON STOCKstock | $1,000 | – | 21 | +100.0% | 0.00% | – | |
| JNK | Exit | SPDR BLOOMBERG HIGH YIELD BOND ETFetf | $0 | – | 0 | +100.0% | 0.00% | – |
| SPCE | VIRGIN GALACTIC HOLDINGS INC COMstock | $2,000 | -50.0% | 160 | 0.0% | 0.00% | -100.0% | |
| TLRY | TILRAY BRANDS INC COM CL 2stock | $1,000 | -50.0% | 209 | 0.0% | 0.00% | – | |
| CLOV | New | CLOVER HEALTH INVESTMENTS CORP COM CL Astock | $0 | – | 88 | +100.0% | 0.00% | – |
| FLT | New | FLEETCOR TECHNOLOGIES INC COMstock | $3,000 | – | 13 | +100.0% | 0.00% | – |
| HVBT | New | HIVE BLOCKCHAIN TECHNLGIES LTD COMstock | $3,000 | – | 1,000 | +100.0% | 0.00% | – |
| CLNE | Exit | CLEAN ENERGY FUELS CORP COMstock | $0 | – | -50 | -100.0% | 0.00% | – |
| OSUR | ORASURE TECHNOLOGIES INC COMstock | $1,000 | -50.0% | 150 | 0.0% | 0.00% | – | |
| FSR | FISKER INC CL A COM STKstock | $1,000 | 0.0% | 84 | 0.0% | 0.00% | – | |
| RBC | REGAL REXNORD CORPORATION COMstock | $1,000 | 0.0% | 6 | 0.0% | 0.00% | – | |
| WAB | Sell | WABTEC COMstock | $2,000 | -33.3% | 23 | -36.1% | 0.00% | -100.0% |
| HII | New | HUNTINGTON INGALLS INDS INC COMstock | $1,000 | – | 6 | +100.0% | 0.00% | – |
| WCN | New | WASTE CONNECTIONS INC COMstock | $3,000 | – | 24 | +100.0% | 0.00% | – |
| AUMN | Exit | GOLDEN MINERALS CO COMstock | $0 | – | -2,000 | -100.0% | 0.00% | – |
| CX | CEMEX SAB DE CV SPON ADR NEWadr | $0 | – | 17 | 0.0% | 0.00% | – | |
| WELL | Sell | WELLTOWER INC COMreit | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| IPO | New | RENAISSANCE IPO ETFetf | $2,000 | – | 30 | +100.0% | 0.00% | – |
| IEP | ICAHN ENTERPRISES LP DEPOSITARY UNITstock | $0 | – | 3 | 0.0% | 0.00% | – | |
| TFX | New | TELEFLEX INCORPORATED COMstock | $3,000 | – | 10 | +100.0% | 0.00% | – |
| HQL | Sell | TEKLA LIFE SCIENCES INVS SH BEN INTcef | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| WLK | WESTLAKE CHEM CORP COMstock | $2,000 | 0.0% | 25 | 0.0% | 0.00% | – | |
| WEX | New | WEX INC COMstock | $3,000 | – | 18 | +100.0% | 0.00% | – |
| SHYG | New | ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETFetf | $1,000 | – | 12 | +100.0% | 0.00% | – |
| AMRS | Sell | AMYRIS INC COM NEWstock | $0 | -100.0% | 0 | -100.0% | 0.00% | – |
| IEX | New | IDEX CORP COMstock | $2,000 | – | 7 | +100.0% | 0.00% | – |
| BLOK | New | AMPLIFY TRANSFORMATIONAL DATA SHARING ETFetf | $3,000 | – | 85 | +100.0% | 0.00% | – |
| WING | New | WINGSTOP INC COMstock | $3,000 | – | 20 | +100.0% | 0.00% | – |
| INCY | New | INCYTE CORP COMstock | $3,000 | – | 39 | +100.0% | 0.00% | – |
| IART | INTEGRA LIFESCIENCES HLDGS CP COM NEWstock | $2,000 | 0.0% | 31 | 0.0% | 0.00% | – | |
| ITGR | INTEGER HLDGS CORP COMstock | $2,000 | -33.3% | 28 | 0.0% | 0.00% | -100.0% | |
| WYNN | Sell | WYNN RESORTS LTD COMstock | $2,000 | -33.3% | 26 | -25.7% | 0.00% | -100.0% |
| IHG | INTERCONTINENTAL HOTELS GROUP SPONSORED ADSadr | $0 | – | 1 | 0.0% | 0.00% | – | |
| EMB | New | ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETFetf | $1,000 | – | 6 | +100.0% | 0.00% | – |
| MREO | MEREO BIOPHARMA GROUP PLC ADSadr | $0 | – | 48 | 0.0% | 0.00% | – | |
| PNW | Buy | PINNACLE WEST CAP CORP COMstock | $1,000 | 0.0% | 11 | +57.1% | 0.00% | – |
| IEI | New | ISHARES 3-7 YEAR TREASURY BOND ETFetf | $1,000 | – | 9 | +100.0% | 0.00% | – |
| AXL | Sell | AMERICAN AXLE & MFG HLDGS INC COMstock | $3,000 | -25.0% | 350 | -22.2% | 0.00% | -100.0% |
| NWSA | NEWS CORP NEW CL Astock | $0 | – | 7 | 0.0% | 0.00% | – | |
| ALLK | New | ALLAKOS INC COMstock | $0 | – | 28 | +100.0% | 0.00% | – |
| ZEN | ZENDESK INC COMstock | $2,000 | 0.0% | 19 | 0.0% | 0.00% | – | |
| SCHZ | Exit | SCHWAB US AGGREGATE BOND ETFetf | $0 | – | -19 | -100.0% | 0.00% | – |
| NWL | New | NEWELL BRANDS INC COMstock | $3,000 | – | 144 | +100.0% | 0.00% | – |
| TRP | New | TC ENERGY CORP COMstock | $1,000 | – | 29 | +100.0% | 0.00% | – |
| XMLV | New | INVESCO S&P MIDCAP LOW VOLATILITY ETFetf | $0 | – | 0 | +100.0% | 0.00% | – |
| KR | Sell | KROGER CO COMstock | $1,000 | -83.3% | 22 | -84.9% | 0.00% | -100.0% |
| KWEB | New | KRANESHARES CSI CHINA INTERNET ETFetf | $1,000 | – | 35 | +100.0% | 0.00% | – |
| ABNB | Sell | AIRBNB INC COM CL Astock | $1,000 | -90.0% | 5 | -91.8% | 0.00% | -100.0% |
| RESN | RESONANT INC COMstock | $2,000 | 0.0% | 1,000 | 0.0% | 0.00% | – | |
| NKTR | New | NEKTAR THERAPEUTICS COMstock | $2,000 | – | 155 | +100.0% | 0.00% | – |
| LE | New | LANDS END INC NEW COMstock | $0 | – | 6 | +100.0% | 0.00% | – |
| NRG | NRG ENERGY INC COM NEWstock | $0 | – | 3 | 0.0% | 0.00% | – | |
| ESNT | ESSENT GROUP LTD COMstock | $1,000 | 0.0% | 27 | 0.0% | 0.00% | – | |
| TPR | New | TAPESTRY INC COMstock | $3,000 | – | 83 | +100.0% | 0.00% | – |
| LVS | New | LAS VEGAS SANDS CORP COMstock | $2,000 | – | 60 | +100.0% | 0.00% | – |
| LYFT | LYFT INC CL A COMstock | $2,000 | -33.3% | 54 | 0.0% | 0.00% | -100.0% | |
| MELI | MERCADOLIBRE INC COMstock | $3,000 | 0.0% | 2 | 0.0% | 0.00% | -100.0% | |
| SPHD | Sell | INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETFetf | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| MTCH | New | MATCH GROUP INC NEW COMstock | $1,000 | – | 11 | +100.0% | 0.00% | – |
| Exit | GREENIDGE GENERATION HLDGS INC CLASS A COMstock | $0 | – | -16 | -100.0% | 0.00% | – | |
| ESGU | ISHARES ESG AWARE MSCI USA ETFetf | $3,000 | 0.0% | 28 | 0.0% | 0.00% | -100.0% | |
| PCY | INVESCO EMERGING MARKETS SOVEREIGN DEBT ETFetf | $0 | – | 13 | 0.0% | 0.00% | – | |
| SUSA | ISHARES MSCI USA ESG SELECT ETFetf | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
| New | JOBY AVIATION INC COMMON STOCKstock | $2,000 | – | 222 | +100.0% | 0.00% | – | |
| STIP | New | ISHARES 0-5 YEAR TIPS BOND ETFetf | $0 | – | 4 | +100.0% | 0.00% | – |
| LEAP | New | RIBBIT LEAP LTD SHS CL Astock | $2,000 | – | 200 | +100.0% | 0.00% | – |
| RIOT | RIOT BLOCKCHAIN INC COMstock | $0 | – | 1 | 0.0% | 0.00% | – | |
| TAP | New | MOLSON COORS BEVERAGE CO CL Bstock | $1,000 | – | 25 | +100.0% | 0.00% | – |
| MLM | Sell | MARTIN MARIETTA MATLS INC COMstock | $3,000 | -99.0% | 6 | -99.3% | 0.00% | -100.0% |
| IPOD | New | SOCIAL CAPITAL HEDOSOPHA HLDNG SHS CL Astock | $3,000 | – | 284 | +100.0% | 0.00% | – |
| IPOF | New | SOCIAL CAPITAL HEDOSOPHA HLDNG SHS CL Astock | $2,000 | – | 196 | +100.0% | 0.00% | – |
| STNE | New | STONECO LTD COM CL Astock | $3,000 | – | 184 | +100.0% | 0.00% | – |
| TBPH | New | THERAVANCE BIOPHARMA INC COMstock | $0 | – | 20 | +100.0% | 0.00% | – |
| MKSI | MKS INSTRS INC COMstock | $3,000 | 0.0% | 20 | 0.0% | 0.00% | -100.0% | |
| LILAK | Buy | LIBERTY LATIN AMERICA LTD COM CL Cstock | $2,000 | – | 151 | +2057.1% | 0.00% | – |
| TAK | TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADSadr | $2,000 | 0.0% | 151 | 0.0% | 0.00% | – | |
| PJT | Exit | PJT PARTNERS INC COM CL Astock | $0 | – | -18 | -100.0% | 0.00% | – |
| UBS | UBS GROUP AG SHSstock | $2,000 | +100.0% | 85 | 0.0% | 0.00% | – | |
| RIG | New | TRANSOCEAN LTD REG SHSstock | $3,000 | – | 1,100 | +100.0% | 0.00% | – |
| MRO | MARATHON OIL CORP COMstock | $1,000 | – | 33 | 0.0% | 0.00% | – | |
| FVRR | FIVERR INTL LTD ORD SHSstock | $2,000 | -33.3% | 14 | 0.0% | 0.00% | -100.0% | |
| MC | MOELIS & CO CL Astock | $2,000 | 0.0% | 28 | 0.0% | 0.00% | – | |
| TIP | New | ISHARES TIPS BOND ETFetf | $1,000 | – | 8 | +100.0% | 0.00% | – |
| ESTC | New | ELASTIC N V ORD SHSstock | $2,000 | – | 20 | +100.0% | 0.00% | – |
| CZR | New | CAESARS ENTERTAINMENT INC NEW COMstock | $3,000 | – | 37 | +100.0% | 0.00% | – |
| DTEC | ALPS DISRUPTIVE TECHNOLOGIES ETFetf | $2,000 | 0.0% | 37 | 0.0% | 0.00% | – | |
| JELD | New | JELD-WEN HLDG INC COMstock | $2,000 | – | 68 | +100.0% | 0.00% | – |
| AGCO | New | AGCO CORP COMstock | $1,000 | – | 11 | +100.0% | 0.00% | – |
| FSLR | Exit | FIRST SOLAR INC COMstock | $0 | – | -15 | -100.0% | 0.00% | – |
| LYB | Exit | LYONDELLBASELL INDUSTRIES N V SHS - A -stock | $0 | – | -7 | -100.0% | 0.00% | – |
| SMLR | Exit | SEMLER SCIENTIFIC INC COMstock | $0 | – | -10 | -100.0% | 0.00% | – |
| New | RIVIAN AUTOMOTIVE INC COM CL Astock | $1,000 | – | 10 | +100.0% | 0.00% | – | |
| KDP | Exit | KEURIG DR PEPPER INC COMstock | $0 | – | -60 | -100.0% | 0.00% | – |
| CIK | New | CREDIT SUISSE ASSET MGMT INCOM COMcef | $0 | – | 0 | +100.0% | 0.00% | – |
| AUID | Exit | IPSIDY INC COM NEWstock | $0 | – | -153 | -100.0% | 0.00% | – |
| FOXA | Exit | FOX CORP CL A COMstock | $0 | – | -10 | -100.0% | 0.00% | – |
| HYLB | Exit | X-TRACKERS USD HIGH YIELD CORPORATE BOND ETFetf | $0 | – | 0 | +100.0% | 0.00% | – |
| OPTT | Exit | OCEAN PWR TECHNOLOGIES INC COM NEWstock | $0 | – | -150 | -100.0% | 0.00% | – |
| New | SYLVAMO CORP COMMON STOCKstock | $0 | – | 10 | +100.0% | 0.00% | – | |
| SNDL | SUNDIAL GROWERS INC COMstock | $0 | – | 600 | 0.0% | 0.00% | – | |
| ADNT | Exit | ADIENT PLC ORD SHSstock | $0 | – | -60 | -100.0% | 0.00% | – |
| RMTI | ROCKWELL MED INC COMstock | $2,000 | -33.3% | 4,781 | 0.0% | 0.00% | -100.0% | |
| CVV | New | CVD EQUIP CORP COMstock | $2,000 | – | 422 | +100.0% | 0.00% | – |
| SVVC | FIRSTHAND TECHNOLOGY VALUE FD COMcef | $0 | – | 20 | 0.0% | 0.00% | – | |
| DAR | New | DARLING INGREDIENTS INC COMstock | $1,000 | – | 14 | +100.0% | 0.00% | – |
| STWD | STARWOOD PPTY TR INC COMreit | $1,000 | 0.0% | 50 | 0.0% | 0.00% | – | |
| FEZ | SPDR EURO STOXX 50 ETFetf | $3,000 | 0.0% | 57 | 0.0% | 0.00% | -100.0% | |
| PSLV | New | SPROTT PHYSICAL SILVER TR TR UNITcef | $0 | – | 0 | +100.0% | 0.00% | – |
| PSTV | PLUS THERAPEUTICS INC COM NEWstock | $0 | – | 10 | 0.0% | 0.00% | – | |
| ENSG | Exit | ENSIGN GROUP INC COMstock | $0 | – | -52 | -100.0% | -0.00% | – |
| BTI | Exit | BRITISH AMERN TOB PLC SPONSORED ADRadr | $0 | – | -128 | -100.0% | -0.00% | – |
| OSH | Exit | OAK STR HEALTH INC COMstock | $0 | – | -110 | -100.0% | -0.00% | – |
| IGSB | Exit | ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFetf | $0 | – | -96 | -100.0% | -0.00% | – |
| BURL | Exit | BURLINGTON STORES INC COMstock | $0 | – | -13 | -100.0% | -0.00% | – |
| CGNX | Exit | COGNEX CORP COMstock | $0 | – | -60 | -100.0% | -0.00% | – |
| EMQQ | Exit | EMQQ THE EMERGING MARKETS INTERNET AND ECOMMERCE ETFetf | $0 | – | -112 | -100.0% | -0.00% | – |
| GWRE | Exit | GUIDEWIRE SOFTWARE INC COMstock | $0 | – | -36 | -100.0% | -0.00% | – |
| NATI | Exit | NATIONAL INSTRS CORP COMstock | $0 | – | -111 | -100.0% | -0.00% | – |
| TWOU | Exit | 2U INC COMstock | $0 | – | -124 | -100.0% | -0.00% | – |
| FLOW | Exit | SPX FLOW INC COMstock | $0 | – | -74 | -100.0% | -0.00% | – |
| CSIQ | Exit | CANADIAN SOLAR INC COMstock | $0 | – | -100 | -100.0% | -0.00% | – |
| SSNC | Exit | SS&C TECHNOLOGIES HLDGS INC COMstock | $0 | – | -42 | -100.0% | -0.00% | – |
| AMED | Exit | AMEDISYS INC COMstock | $0 | – | -42 | -100.0% | -0.00% | – |
| ICSH | Exit | BLACKROCK ULTRA SHORT-TERM BOND ETFetf | $0 | – | -55 | -100.0% | -0.00% | – |
| TDOC | Exit | TELADOC HEALTH INC COMstock | $0 | – | -35 | -100.0% | -0.00% | – |
| GORO | Exit | GOLD RESOURCE CORP COMstock | $0 | – | -2,000 | -100.0% | -0.00% | – |
| IAC | Exit | IAC INTERACTIVECORP NEW COM NEWstock | $0 | – | -41 | -100.0% | -0.00% | – |
| PODD | Exit | INSULET CORP COMstock | $0 | – | -13 | -100.0% | -0.00% | – |
| HCSG | Exit | HEALTHCARE SVCS GROUP INC COMstock | $0 | – | -205 | -100.0% | -0.00% | – |
| ALC | Exit | ALCON AG ORD SHSstock | $0 | – | -100 | -100.0% | -0.00% | – |
| BL | Exit | BLACKLINE INC COMstock | $0 | – | -83 | -100.0% | -0.00% | – |
| VONG | Exit | VANGUARD RUSSELL 1000 GROWTH ETFetf | $0 | – | -155 | -100.0% | -0.00% | – |
| BOE | Exit | BLACKROCK ENHANCED GLOBAL DIVI COMcef | $0 | – | -775 | -100.0% | -0.00% | – |
| BNTX | Exit | BIONTECH SE SPONSORED ADSadr | $0 | – | -27 | -100.0% | -0.00% | – |
| SPPI | Exit | SPECTRUM PHARMACEUTICALS INC COMstock | $0 | – | -4,175 | -100.0% | -0.00% | – |
| SPEM | Exit | SPDR PORTFOLIO EMERGING MARKETS ETFetf | $0 | – | -262 | -100.0% | -0.00% | – |
| HSKA | Exit | HESKA CORP COM RESTRC NEWstock | $0 | – | -30 | -100.0% | -0.00% | – |
| HDV | Exit | ISHARES CORE HIGH DIVIDEND ETFetf | $0 | – | -110 | -100.0% | -0.00% | – |
| AVLR | Exit | AVALARA INC COMstock | $0 | – | -42 | -100.0% | -0.00% | – |
| LOPE | Exit | GRAND CANYON ED INC COMstock | $0 | – | -120 | -100.0% | -0.00% | – |
| FIVE | Exit | FIVE BELOW INC COMstock | $0 | – | -57 | -100.0% | -0.00% | – |
| GALT | Exit | GALECTIN THERAPEUTICS INC COM NEWstock | $0 | – | -1,798 | -100.0% | -0.00% | – |
| UVE | Exit | UNIVERSAL INS HLDGS INC COMstock | $0 | – | -876 | -100.0% | -0.00% | – |
| ROL | Exit | ROLLINS INC COMstock | $0 | – | -263 | -100.0% | -0.00% | – |
| ASTE | Exit | ASTEC INDS INC COMstock | $0 | – | -200 | -100.0% | -0.00% | – |
| TOL | Exit | TOLL BROTHERS INC COMstock | $0 | – | -150 | -100.0% | -0.00% | – |
| RBA | Exit | RITCHIE BROS AUCTIONEERS COMstock | $0 | – | -180 | -100.0% | -0.00% | – |
| SRCL | Exit | STERICYCLE INC COMstock | $0 | – | -100 | -100.0% | -0.00% | – |
| INFO | Exit | IHS MARKIT LTD SHSstock | $0 | – | -98 | -100.0% | -0.00% | – |
| NEA | Exit | NUVEEN AMT FREE QLTY MUN INCME COMcef | $0 | – | -758 | -100.0% | -0.00% | – |
| AIN | Exit | ALBANY INTL CORP CL Astock | $0 | – | -200 | -100.0% | -0.00% | – |
| BWA | Exit | BORGWARNER INC COMstock | $0 | – | -352 | -100.0% | -0.00% | – |
| DWLD | Exit | DAVIS SELECT WORLDWIDE ETFetf | $0 | – | -500 | -100.0% | -0.00% | – |
| SPGI | Exit | S&P GLOBAL INC COMstock | $0 | – | -30 | -100.0% | -0.00% | – |
| FLS | Exit | FLOWSERVE CORP COMstock | $0 | – | -400 | -100.0% | -0.00% | – |
| WRN | Exit | WESTERN COPPER & GOLD CORP COMstock | $0 | – | -10,000 | -100.0% | -0.00% | – |
| NMFC | Exit | NEW MTN FIN CORP COMcef | $0 | – | -1,000 | -100.0% | -0.00% | – |
| CSGP | Exit | COSTAR GROUP INC COMstock | $0 | – | -190 | -100.0% | -0.00% | – |
| BERY | Exit | BERRY GLOBAL GROUP INC COMstock | $0 | – | -256 | -100.0% | -0.00% | – |
| FDL | Exit | FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUNDetf | $0 | – | -511 | -100.0% | -0.00% | – |
| CLDR | Exit | CLOUDERA INC COMstock | $0 | – | -1,000 | -100.0% | -0.00% | – |
| GLOB | Exit | GLOBANT S A COMstock | $0 | – | -67 | -100.0% | -0.00% | – |
| GT | Exit | GOODYEAR TIRE & RUBR CO COMstock | $0 | – | -1,103 | -100.0% | -0.00% | – |
| TSLX | Exit | SIXTH STREET SPECIALTY LENDNIN COMcef | $0 | – | -850 | -100.0% | -0.00% | – |
| VTIP | Exit | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETFetf | $0 | – | -415 | -100.0% | -0.01% | – |
| USMC | Exit | PRINCIPAL U.S. MEGA-CAP ETFetf | $0 | – | -600 | -100.0% | -0.01% | – |
| WGO | Exit | WINNEBAGO INDS INC COMstock | $0 | – | -300 | -100.0% | -0.01% | – |
| THQ | Exit | TEKLA HEALTHCARE OPPORTUNITIES SHScef | $0 | – | -1,000 | -100.0% | -0.01% | – |
| FLXN | Exit | FLEXION THERAPEUTICS INC COMstock | $0 | – | -4,000 | -100.0% | -0.01% | – |
| PEY | Exit | INVESCO HIGH YIELD EQUITY DIVIDEND ACHIEVERS ETFetf | $0 | – | -1,083 | -100.0% | -0.01% | – |
| RCEL | Exit | AVITA MEDICAL INC COMstock | $0 | – | -1,200 | -100.0% | -0.01% | – |
| LGORF | Exit | LARGO RES LTD COMstock | $0 | – | -2,500 | -100.0% | -0.01% | – |
| ESPO | Exit | VANECK VIDEO GAMING AND ESPORTS ETFetf | $0 | – | -450 | -100.0% | -0.01% | – |
| VERU | Exit | VERU INC COMstock | $0 | – | -3,000 | -100.0% | -0.01% | – |
| CADE | Exit | CADENCE BANCORPORATION CL Astock | $0 | – | -1,135 | -100.0% | -0.01% | – |
| RPAI | Exit | RETAIL PPTYS AMER INC CL Areit | $0 | – | -2,062 | -100.0% | -0.01% | – |
| CVA | Exit | COVANTA HLDG CORP COMstock | $0 | – | -1,500 | -100.0% | -0.01% | – |
| OIIM | Exit | O2MICRO INTERNATIONAL LIMITED SPONS ADRadr | $0 | – | -5,000 | -100.0% | -0.01% | – |
| FXH | Exit | FIRST TRUST HEALTH CARE ALPHADEX FUNDetf | $0 | – | -255 | -100.0% | -0.01% | – |
| FIDU | Exit | FIDELITY MSCI INDUSTRIALS INDEX ETFetf | $0 | – | -700 | -100.0% | -0.01% | – |
| GTLS | Exit | CHART INDS INC COMstock | $0 | – | -200 | -100.0% | -0.01% | – |
| TEX | Exit | TEREX CORP NEW COMstock | $0 | – | -800 | -100.0% | -0.01% | – |
| ITA | Exit | ISHARES U.S. AEROSPACE & DEFENSE ETFetf | $0 | – | -354 | -100.0% | -0.01% | – |
| ARW | Exit | ARROW ELECTRS INC COMstock | $0 | – | -350 | -100.0% | -0.01% | – |
| DLR | Exit | DIGITAL RLTY TR INC COMreit | $0 | – | -310 | -100.0% | -0.01% | – |
| WPC | Exit | WP CAREY INC COMreit | $0 | – | -703 | -100.0% | -0.01% | – |
| XLB | Exit | MATERIALS SELECT SECTOR SPDR FUNDetf | $0 | – | -645 | -100.0% | -0.01% | – |
| RKT | Exit | ROCKET COS INC COM CL Astock | $0 | – | -3,000 | -100.0% | -0.01% | – |
| FBND | Exit | FIDELITY TOTAL BOND ETFetf | $0 | – | -1,225 | -100.0% | -0.01% | – |
| IYG | Exit | ISHARES U.S. FINANCIAL SERVICES ETFetf | $0 | – | -366 | -100.0% | -0.02% | – |
| AOSL | Exit | ALPHA & OMEGA SEMICONDUCTOR LT SHSstock | $0 | – | -2,500 | -100.0% | -0.02% | – |
| PLUG | Exit | PLUG POWER INC COM NEWstock | $0 | – | -3,200 | -100.0% | -0.02% | – |
| LPX | Exit | LOUISIANA PAC CORP COMstock | $0 | – | -1,500 | -100.0% | -0.02% | – |
| LUNA | Exit | LUNA INNOVATIONS INC COMstock | $0 | – | -10,000 | -100.0% | -0.02% | – |
| LMND | Exit | LEMONADE INC COMstock | $0 | – | -1,500 | -100.0% | -0.02% | – |
| WEN | Exit | WENDYS CO COMstock | $0 | – | -4,501 | -100.0% | -0.02% | – |
| FLDR | Exit | FIDELITY LOW DURATION BOND FACTOR ETFetf | $0 | – | -1,944 | -100.0% | -0.02% | – |
| PZA | Exit | INVESCO NATIONAL AMT-FREE MUNICIPAL BOND ETFetf | $0 | – | -4,100 | -100.0% | -0.02% | – |
| BMBL | Exit | BUMBLE INC COM CL Astock | $0 | – | -2,325 | -100.0% | -0.03% | – |
| VOE | Exit | VANGUARD MID-CAP VALUE INDEX FUNDetf | $0 | – | -835 | -100.0% | -0.03% | – |
| BAB | Exit | INVESCO TAXABLE MUNICIPAL BOND ETFetf | $0 | – | -3,840 | -100.0% | -0.03% | – |
| SCHK | Exit | SCHWAB 1000 INDEX ETFetf | $0 | – | -3,000 | -100.0% | -0.03% | – |
| XLU | Exit | UTILITIES SELECT SECTOR SPDR FUNDetf | $0 | – | -3,246 | -100.0% | -0.05% | – |
| SAVA | Exit | CASSAVA SCIENCES INC COMstock | $0 | – | -4,000 | -100.0% | -0.06% | – |
| CLF | Exit | CLEVELAND-CLIFFS INC NEW COMstock | $0 | – | -12,640 | -100.0% | -0.06% | – |
| MIY | Exit | BLACKROCK MUNIYLD MICH QLTY FD COMcef | $0 | – | -17,000 | -100.0% | -0.06% | – |
| DIV | Exit | GLOBAL X SUPER DIVIDEND U.S. ETFetf | $0 | – | -14,000 | -100.0% | -0.06% | – |
| EVT | Exit | EATON VANCE TAX ADVT DIV INCM COMcef | $0 | – | -10,000 | -100.0% | -0.06% | – |
| IDV | Exit | ISHARES INTERNATIONAL SELECT DIVIDEND ETFetf | $0 | – | -11,028 | -100.0% | -0.07% | – |
| IMCB | Exit | ISHARES MORNINGSTAR MID-CAP ETFetf | $0 | – | -7,441 | -100.0% | -0.11% | – |
| JBLU | Exit | JETBLUE AWYS CORP COMstock | $0 | – | -74,485 | -100.0% | -0.25% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-02-09
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.