$535 Million is the total value of Plante Moran Financial Advisors, LLC's 830 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 33.8% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
VOO | Sell | VANGUARD S&P 500 ETFetf | $123,491,000 | -8.0% | 297,447 | -3.3% | 23.06% | +5.1% |
VEA | Buy | VANGUARD FTSE DEVELOPED MARKETS ETFetf | $69,041,000 | +37.7% | 1,437,457 | +46.4% | 12.89% | +57.3% |
PEP | Sell | PEPSICO INC COMstock | $62,010,000 | -44.0% | 370,472 | -41.9% | 11.58% | -36.0% |
SYK | Buy | STRYKER CORPORATION COMstock | $29,752,000 | +0.0% | 111,283 | +0.1% | 5.56% | +14.2% |
VXF | Buy | VANGUARD EXTENDED MARKET INDEX FUNDetf | $24,602,000 | +11.5% | 148,507 | +23.1% | 4.60% | +27.3% |
YUM | Sell | YUM BRANDS INC COMstock | $17,451,000 | -44.8% | 147,230 | -35.4% | 3.26% | -37.0% |
AAPL | Sell | APPLE INC COMstock | $16,562,000 | -4.8% | 94,852 | -3.2% | 3.09% | +8.7% |
SPY | Sell | SPDR S&P 500 ETFetf | $10,685,000 | -18.1% | 23,632 | -13.9% | 2.00% | -6.4% |
SPDW | Buy | SPDR PORTFOLIO DEVELOPED WORLD EX-US ETFetf | $8,892,000 | +899.1% | 259,385 | +962.7% | 1.66% | +1037.7% |
MSFT | Sell | MICROSOFT CORP COMstock | $8,362,000 | -16.0% | 27,121 | -8.4% | 1.56% | -4.1% |
YUMC | Sell | YUM CHINA HLDGS INC COMstock | $6,049,000 | -41.0% | 145,610 | -29.2% | 1.13% | -32.5% |
IVV | Sell | ISHARES CORE S&P 500 ETFetf | $5,834,000 | -29.9% | 12,860 | -26.3% | 1.09% | -19.9% |
VV | Buy | VANGUARD LARGE-CAP INDEX FUNDetf | $5,668,000 | +1357.1% | 27,184 | +1442.8% | 1.06% | +1554.7% |
BRKB | Sell | BERKSHIRE HATHAWAY INC DEL CL B NEWstock | $5,454,000 | +13.2% | 15,454 | -4.1% | 1.02% | +29.3% |
MCD | Buy | MCDONALDS CORP COMstock | $3,996,000 | +434.2% | 16,159 | +479.4% | 0.75% | +511.5% |
AMZN | Sell | AMAZON COM INC COMstock | $3,694,000 | -17.7% | 1,133 | -15.9% | 0.69% | -6.1% |
NOC | Sell | NORTHROP GRUMMAN CORP COMstock | $3,342,000 | +15.1% | 7,472 | -0.4% | 0.62% | +31.4% |
GOOGL | Buy | ALPHABET INC CAP STK CL Astock | $3,032,000 | -1.5% | 1,090 | +2.6% | 0.57% | +12.5% |
XOM | Sell | EXXON MOBIL CORP COMstock | $2,755,000 | +12.0% | 33,353 | -17.0% | 0.52% | +28.1% |
VUG | Sell | VANGUARD GROWTH INDEX FUNDetf | $2,666,000 | -41.6% | 9,270 | -34.8% | 0.50% | -33.3% |
BRKA | Sell | BERKSHIRE HATHAWAY INC DEL CL Astock | $2,645,000 | -72.1% | 5 | -76.2% | 0.49% | -68.1% |
RCM | R1 RCM INC COMstock | $2,637,000 | +5.0% | 98,557 | 0.0% | 0.49% | +19.7% | |
SCHM | Buy | SCHWAB U.S. MID-CAP ETFetf | $2,557,000 | +652.1% | 33,702 | +696.4% | 0.48% | +753.6% |
ABBV | Sell | ABBVIE INC COMstock | $2,509,000 | +2.2% | 15,478 | -14.6% | 0.47% | +17.0% |
VTI | Buy | VANGUARD TOTAL STOCK MARKET INDEX FUNDetf | $2,368,000 | +67.7% | 10,401 | +77.8% | 0.44% | +91.3% |
VBR | Sell | VANGUARD SMALL-CAP VALUE INDEX FUNDetf | $2,305,000 | -32.8% | 13,103 | -31.7% | 0.43% | -23.4% |
GNTX | GENTEX CORP COMstock | $2,229,000 | -16.3% | 76,400 | 0.0% | 0.42% | -4.6% | |
IWF | Sell | ISHARES RUSSELL 1000 GROWTH ETFetf | $2,214,000 | -42.3% | 7,976 | -36.5% | 0.41% | -34.2% |
PG | Buy | PROCTER AND GAMBLE CO COMstock | $2,155,000 | +0.6% | 14,101 | +7.7% | 0.40% | +14.9% |
GOOG | Sell | ALPHABET INC CAP STK CL Cstock | $1,793,000 | -12.1% | 642 | -8.9% | 0.34% | +0.3% |
V | Sell | VISA INC COM CL Astock | $1,704,000 | -0.9% | 7,685 | -3.2% | 0.32% | +13.2% |
JPM | Sell | JPMORGAN CHASE & CO COMstock | $1,678,000 | -18.0% | 12,313 | -4.8% | 0.31% | -6.6% |
JNJ | Sell | JOHNSON & JOHNSON COMstock | $1,569,000 | -3.6% | 8,855 | -6.9% | 0.29% | +10.2% |
EFA | Buy | ISHARES MSCI EAFE ETFetf | $1,525,000 | +6.6% | 20,668 | +13.7% | 0.28% | +21.8% |
IWR | Sell | ISHARES RUSSELL MID-CAP ETFetf | $1,466,000 | -9.6% | 18,789 | -3.9% | 0.27% | +3.4% |
DTE | Sell | DTE ENERGY CO COMstock | $1,427,000 | +7.9% | 10,791 | -2.7% | 0.27% | +23.6% |
ABT | Sell | ABBOTT LABS COMstock | $1,353,000 | -26.0% | 11,433 | -12.0% | 0.25% | -15.4% |
CVX | Sell | CHEVRON CORP NEW COMstock | $1,322,000 | +37.1% | 8,119 | -1.2% | 0.25% | +56.3% |
BFB | Sell | BROWN FORMAN CORP CL Bstock | $1,311,000 | -8.4% | 19,563 | -0.4% | 0.24% | +4.7% |
IWN | ISHARES RUSSELL 2000 VALUE ETFetf | $1,284,000 | -2.8% | 7,954 | 0.0% | 0.24% | +11.1% | |
NVDA | Sell | NVIDIA CORPORATION COMstock | $1,223,000 | -13.3% | 4,483 | -6.5% | 0.23% | -1.3% |
VBK | Sell | VANGUARD SMALL-CAP GROWTH INDEX FUNDetf | $1,189,000 | -13.1% | 4,790 | -1.4% | 0.22% | -0.9% |
UNH | Sell | UNITEDHEALTH GROUP INC COMstock | $1,189,000 | -14.2% | 2,331 | -15.5% | 0.22% | -2.2% |
COST | Sell | COSTCO WHSL CORP NEW COMstock | $1,145,000 | -7.4% | 1,988 | -8.7% | 0.21% | +5.9% |
HD | Sell | HOME DEPOT INC COMstock | $1,131,000 | -34.9% | 3,780 | -9.6% | 0.21% | -25.7% |
IWD | Sell | ISHARES RUSSELL 1000 VALUE ETFetf | $1,040,000 | -53.5% | 6,267 | -53.0% | 0.19% | -47.0% |
AEYE INC CL A COMstock | $1,038,000 | +13.1% | 189,750 | 0.0% | 0.19% | +29.3% | ||
PRF | Sell | INVESCO FTSE RAFI US 1000 ETFetf | $1,019,000 | -3.7% | 5,966 | -3.2% | 0.19% | +9.8% |
IJH | Sell | ISHARES S&P MIDCAP FUNDetf | $1,015,000 | -31.1% | 3,783 | -27.3% | 0.19% | -21.2% |
GLD | Sell | SPDR GOLD SHARESetf | $1,005,000 | -37.1% | 5,565 | -40.5% | 0.19% | -28.2% |
TD | TORONTO DOMINION BK ONT COM NEWstock | $986,000 | +3.6% | 12,412 | 0.0% | 0.18% | +17.9% | |
ADP | Sell | AUTOMATIC DATA PROCESSING INC COMstock | $964,000 | -23.9% | 4,235 | -17.6% | 0.18% | -13.0% |
PFE | Sell | PFIZER INC COMstock | $961,000 | -15.6% | 18,560 | -3.7% | 0.18% | -3.8% |
AGG | Sell | ISHARES CORE U.S. AGGREGATE BOND ETFetf | $940,000 | -14.0% | 8,775 | -8.4% | 0.18% | -1.7% |
DIS | Sell | DISNEY WALT CO COMstock | $941,000 | -22.5% | 6,863 | -12.4% | 0.18% | -11.6% |
DFAT | Buy | DIMENSIONAL U.S. TARGETED VALUE ETFetf | $873,000 | +1.0% | 18,738 | +3.1% | 0.16% | +15.6% |
ESGD | Buy | ISHARES MSCI EAFE ESG SELECT ETFetf | $869,000 | +36.6% | 11,782 | +47.1% | 0.16% | +55.8% |
DHR | Sell | DANAHER CORPORATION COMstock | $863,000 | -15.1% | 2,942 | -4.8% | 0.16% | -3.0% |
BFA | BROWN FORMAN CORP CL Astock | $841,000 | -7.5% | 13,404 | 0.0% | 0.16% | +5.4% | |
ORCL | Buy | ORACLE CORP COMstock | $808,000 | +39.6% | 9,766 | +47.0% | 0.15% | +58.9% |
MDY | Sell | SPDR S&P MIDCAP 400 ETFetf | $781,000 | -5.7% | 1,586 | -0.9% | 0.15% | +8.1% |
F | Sell | FORD MTR CO DEL COMstock | $767,000 | -45.8% | 45,342 | -33.5% | 0.14% | -38.4% |
QQQ | Buy | INVESCO QQQ TRUSTetf | $715,000 | +2.9% | 1,973 | +12.9% | 0.13% | +17.5% |
SPYG | Sell | SPDR PORTFOLIO S&P 500 GROWTH ETFetf | $715,000 | -9.4% | 10,803 | -0.8% | 0.13% | +3.9% |
VIG | Sell | VANGUARD DIVIDEND APPRECIATION INDEX FUNDetf | $720,000 | -17.4% | 4,441 | -12.5% | 0.13% | -6.3% |
IWM | Sell | ISHARES RUSSELL 2000 ETFetf | $719,000 | -41.7% | 3,504 | -36.9% | 0.13% | -33.7% |
IBM | Sell | INTERNATIONAL BUSINESS MACHS COMstock | $682,000 | -14.4% | 5,247 | -12.0% | 0.13% | -2.3% |
CMS | Sell | CMS ENERGY CORP COMstock | $651,000 | +6.0% | 9,308 | -1.4% | 0.12% | +22.0% |
AMAT | Sell | APPLIED MATLS INC COMstock | $646,000 | -22.3% | 4,905 | -7.1% | 0.12% | -11.0% |
VTV | Sell | VANGUARD VALUE INDEX FUNDetf | $626,000 | -22.6% | 4,238 | -22.9% | 0.12% | -11.4% |
AON | Sell | AON PLC SHS CL Astock | $629,000 | +7.9% | 1,933 | -0.4% | 0.12% | +23.2% |
VYM | Buy | VANGUARD HIGH DIVIDEND YIELD ETFetf | $610,000 | +69.4% | 5,438 | +69.2% | 0.11% | +93.2% |
SCHW | Buy | SCHWAB CHARLES CORP COMstock | $583,000 | +5.8% | 6,920 | +5.5% | 0.11% | +21.1% |
IAU | Buy | ISHARES GOLD TRUSTetf | $579,000 | +89.2% | 15,717 | +78.8% | 0.11% | +116.0% |
MA | Sell | MASTERCARD INCORPORATED CL Astock | $562,000 | -12.9% | 1,572 | -12.4% | 0.10% | 0.0% |
CMA | Buy | COMERICA INC COMstock | $562,000 | +65.3% | 6,219 | +59.0% | 0.10% | +87.5% |
AMGN | Sell | AMGEN INC COMstock | $559,000 | +5.7% | 2,313 | -1.7% | 0.10% | +19.5% |
BA | Buy | BOEING CO COMstock | $547,000 | +16.1% | 2,857 | +22.3% | 0.10% | +32.5% |
HON | Sell | HONEYWELL INTL INC COMstock | $543,000 | -27.3% | 2,789 | -22.2% | 0.10% | -17.2% |
FB | Sell | META PLATFORMS INC CL Astock | $535,000 | -55.5% | 2,405 | -32.7% | 0.10% | -49.2% |
INTC | Sell | INTEL CORP COMstock | $538,000 | -9.3% | 10,859 | -5.6% | 0.10% | +3.1% |
WFC | Buy | WELLS FARGO CO NEW COMstock | $528,000 | +7.1% | 10,904 | +6.1% | 0.10% | +22.2% |
IJR | Sell | ISHARES S&P SMALL-CAP FUNDetf | $522,000 | -46.4% | 4,837 | -43.1% | 0.10% | -39.0% |
NEE | Sell | NEXTERA ENERGY INC COMstock | $511,000 | -15.3% | 6,029 | -6.6% | 0.10% | -4.0% |
KO | Sell | COCA COLA CO COMstock | $507,000 | -9.9% | 8,175 | -13.9% | 0.10% | +3.3% |
MRK | Sell | MERCK & CO INC COMstock | $504,000 | -3.4% | 6,141 | -9.8% | 0.09% | +10.6% |
MAR | Sell | MARRIOTT INTL INC NEW CL Astock | $487,000 | +5.2% | 2,772 | -1.2% | 0.09% | +19.7% |
VGT | Buy | VANGUARD INFORMATION TECHNOLOGY INDEX FUNDetf | $469,000 | +18.4% | 1,126 | +30.5% | 0.09% | +35.4% |
NKE | Sell | NIKE INC CL Bstock | $465,000 | -21.3% | 3,457 | -2.4% | 0.09% | -10.3% |
CSCO | Sell | CISCO SYS INC COMstock | $468,000 | -24.4% | 8,394 | -14.1% | 0.09% | -13.9% |
BX | Sell | BLACKSTONE INC COMstock | $453,000 | -2.6% | 3,568 | -0.6% | 0.08% | +11.8% |
UNP | Buy | UNION PAC CORP COMstock | $450,000 | +11.1% | 1,648 | +2.6% | 0.08% | +27.3% |
CMCSA | Sell | COMCAST CORP NEW CL Astock | $441,000 | -16.0% | 9,416 | -9.8% | 0.08% | -4.7% |
PRA | PROASSURANCE CORP COMstock | $440,000 | +6.3% | 16,375 | 0.0% | 0.08% | +20.6% | |
SDY | Sell | SPDR S&P DIVIDEND ETFetf | $438,000 | -2.4% | 3,419 | -1.8% | 0.08% | +12.3% |
CTAS | Sell | CINTAS CORP COMstock | $433,000 | -5.7% | 1,019 | -1.6% | 0.08% | +8.0% |
WMT | Sell | WALMART INC COMstock | $427,000 | -8.0% | 2,865 | -10.6% | 0.08% | +5.3% |
SBUX | Buy | STARBUCKS CORP COMstock | $430,000 | -20.4% | 4,730 | +2.4% | 0.08% | -9.1% |
NSC | Buy | NORFOLK SOUTHN CORP COMstock | $430,000 | +4.4% | 1,508 | +8.9% | 0.08% | +19.4% |
VZ | Buy | VERIZON COMMUNICATIONS INC COMstock | $425,000 | +7.6% | 8,338 | +9.7% | 0.08% | +21.5% |
COP | Sell | CONOCOPHILLIPS COMstock | $416,000 | +23.8% | 4,164 | -10.6% | 0.08% | +41.8% |
MDLZ | Sell | MONDELEZ INTL INC CL Astock | $407,000 | -5.8% | 6,479 | -0.6% | 0.08% | +7.0% |
VEU | Buy | VANGUARD FTSE ALL-WORLD EX US INDEX FUNDetf | $407,000 | +210.7% | 7,067 | +229.8% | 0.08% | +261.9% |
LLY | Buy | LILLY ELI & CO COMstock | $391,000 | +5.7% | 1,367 | +1.9% | 0.07% | +19.7% |
EMR | Sell | EMERSON ELEC CO COMstock | $384,000 | +3.2% | 3,917 | -2.1% | 0.07% | +18.0% |
EW | Sell | EDWARDS LIFESCIENCES CORP COMstock | $373,000 | -13.3% | 3,168 | -4.5% | 0.07% | 0.0% |
CVS | Sell | CVS HEALTH CORP COMstock | $377,000 | -6.9% | 3,726 | -5.1% | 0.07% | +6.1% |
XLV | Sell | HEALTH CARE SELECT SECTOR SPDR FUNDetf | $367,000 | -4.9% | 2,677 | -2.3% | 0.07% | +9.5% |
LEVL | New | LEVEL ONE BANCORP INC COMstock | $364,000 | – | 9,125 | +100.0% | 0.07% | – |
CNI | CANADIAN NATL RY CO COMstock | $360,000 | +9.1% | 2,682 | 0.0% | 0.07% | +24.1% | |
TSLA | Sell | TESLA INC COMstock | $357,000 | -25.9% | 331 | -27.4% | 0.07% | -15.2% |
ILMN | Sell | ILLUMINA INC COMstock | $349,000 | -11.2% | 1,000 | -3.1% | 0.06% | +1.6% |
ITW | Sell | ILLINOIS TOOL WKS INC COMstock | $343,000 | -18.9% | 1,640 | -4.4% | 0.06% | -7.2% |
BR | Sell | BROADRIDGE FINL SOLUTIONS INC COMstock | $341,000 | -23.0% | 2,190 | -9.5% | 0.06% | -11.1% |
T | Sell | AT&T INC COMstock | $342,000 | -11.9% | 14,457 | -8.4% | 0.06% | +1.6% |
ADM | Sell | ARCHER DANIELS MIDLAND CO COMstock | $340,000 | +29.8% | 3,767 | -3.0% | 0.06% | +46.5% |
INMD | INMODE LTD SHSstock | $310,000 | -47.7% | 8,400 | 0.0% | 0.06% | -40.2% | |
MMM | Sell | 3M CO COMstock | $311,000 | -23.6% | 2,090 | -8.9% | 0.06% | -13.4% |
TGT | Sell | TARGET CORP COMstock | $312,000 | -10.6% | 1,468 | -2.5% | 0.06% | +1.8% |
EPD | ENTERPRISE PRODS PARTNERS L P COMstock | $305,000 | +17.8% | 11,798 | 0.0% | 0.06% | +35.7% | |
IWP | Sell | ISHARES RUSSELL MID-CAP GROWTH ETFetf | $305,000 | -25.4% | 3,035 | -14.5% | 0.06% | -14.9% |
CWST | CASELLA WASTE SYS INC CL Astock | $298,000 | +2.8% | 3,400 | 0.0% | 0.06% | +19.1% | |
AEE | Sell | AMEREN CORP COMstock | $295,000 | +4.6% | 3,150 | -0.4% | 0.06% | +19.6% |
J | Sell | JACOBS ENGR GROUP INC COMstock | $295,000 | -3.0% | 2,144 | -1.7% | 0.06% | +10.0% |
IWB | Sell | ISHARES RUSSELL 1000 ETFetf | $295,000 | -9.8% | 1,179 | -4.6% | 0.06% | +3.8% |
RTX | Sell | RAYTHEON TECHNOLOGIES CORP COMstock | $294,000 | -31.9% | 2,967 | -40.9% | 0.06% | -22.5% |
PM | Sell | PHILIP MORRIS INTL INC COMstock | $290,000 | -14.2% | 3,087 | -13.2% | 0.05% | -1.8% |
ADBE | Sell | ADOBE SYSTEMS INCORPORATED COMstock | $291,000 | -44.5% | 638 | -31.0% | 0.05% | -37.2% |
GS | Sell | GOLDMAN SACHS GROUP INC COMstock | $281,000 | -17.6% | 851 | -4.5% | 0.05% | -7.1% |
PLD | Sell | PROLOGIS INC. COMreit | $274,000 | -10.7% | 1,699 | -6.7% | 0.05% | +2.0% |
IWV | Sell | ISHARES RUSSELL 3000 ETFetf | $262,000 | -8.4% | 997 | -3.1% | 0.05% | +4.3% |
DTM | Sell | DT MIDSTREAM INC COMMON STOCKstock | $262,000 | +6.9% | 4,826 | -5.4% | 0.05% | +22.5% |
NEOG | NEOGEN CORP COMstock | $264,000 | -32.0% | 8,548 | 0.0% | 0.05% | -22.2% | |
SCHB | Buy | SCHWAB U.S. BROAD MARKET ETFetf | $256,000 | -12.3% | 4,802 | +85.5% | 0.05% | 0.0% |
QCOM | Buy | QUALCOMM INC COMstock | $257,000 | +8.4% | 1,679 | +29.8% | 0.05% | +23.1% |
SPLV | Sell | INVESCO S&P 500 LOW VOLATILITY ETFetf | $252,000 | -17.1% | 3,750 | -15.2% | 0.05% | -6.0% |
ETN | Sell | EATON CORP PLC SHSstock | $250,000 | -13.5% | 1,651 | -1.3% | 0.05% | 0.0% |
CLX | Sell | CLOROX CO DEL COMstock | $251,000 | -21.3% | 1,804 | -1.5% | 0.05% | -9.6% |
CRWD | Sell | CROWDSTRIKE HLDGS INC CL Astock | $250,000 | -31.5% | 1,100 | -38.3% | 0.05% | -21.7% |
K | Sell | KELLOGG CO COMstock | $250,000 | -3.8% | 3,875 | -4.2% | 0.05% | +9.3% |
IUSG | Buy | ISHARES CORE S&P U.S. GROWTH ETFetf | $250,000 | -4.9% | 2,366 | +3.9% | 0.05% | +9.3% |
HBAN | Sell | HUNTINGTON BANCSHARES INC COMstock | $245,000 | -7.5% | 16,729 | -2.5% | 0.05% | +7.0% |
VHT | Buy | VANGUARD HEALTH CARE INDEX FUNDetf | $246,000 | 0.0% | 969 | +5.1% | 0.05% | +15.0% |
DOV | Sell | DOVER CORP COMstock | $244,000 | -16.2% | 1,556 | -2.8% | 0.05% | -4.2% |
DE | Sell | DEERE & CO COMstock | $242,000 | +7.1% | 582 | -11.6% | 0.04% | +21.6% |
FMB | FIRST TRUST MANAGED MUNICIPAL ETFetf | $233,000 | -6.8% | 4,382 | 0.0% | 0.04% | +7.3% | |
FEX | FIRST TRUST LARGE CAP CORE ALPHADEX FUNDetf | $236,000 | -4.1% | 2,669 | 0.0% | 0.04% | +10.0% | |
BAC | Sell | BK OF AMERICA CORP COMstock | $225,000 | -53.9% | 5,449 | -50.3% | 0.04% | -47.5% |
DVY | Sell | ISHARES SELECT DIVIDEND ETFetf | $224,000 | -30.0% | 1,747 | -33.0% | 0.04% | -19.2% |
DAL | Buy | DELTA AIR LINES INC DEL COM NEWstock | $226,000 | +17.7% | 5,718 | +16.1% | 0.04% | +35.5% |
IMCV | ISHARES MORNINGSTAR MID-CAP VALUE ETFetf | $227,000 | +0.9% | 3,300 | 0.0% | 0.04% | +13.5% | |
MO | Sell | ALTRIA GROUP INC COMstock | $227,000 | -7.7% | 4,335 | -16.7% | 0.04% | +5.0% |
TSM | Sell | TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADSadr | $221,000 | -14.3% | 2,117 | -1.2% | 0.04% | -2.4% |
FTNT | Sell | FORTINET INC COMstock | $219,000 | -8.8% | 641 | -3.9% | 0.04% | +5.1% |
DFAC | Buy | DIMENSIONAL U.S. CORE EQUITY 2 ETFetf | $219,000 | -4.8% | 7,943 | +0.2% | 0.04% | +7.9% |
SCHX | Buy | SCHWAB U.S. LARGE-CAP ETFetf | $216,000 | -5.3% | 4,008 | +100.0% | 0.04% | +8.1% |
SUI | Buy | SUN CMNTYS INC COMreit | $215,000 | +100.9% | 1,229 | +141.5% | 0.04% | +122.2% |
HAL | Sell | HALLIBURTON CO COMstock | $216,000 | -4.0% | 5,694 | -42.2% | 0.04% | +8.1% |
IJT | Sell | ISHARES S&P SMALL-CAP 600 GROWTH ETFetf | $216,000 | -19.4% | 1,726 | -10.8% | 0.04% | -9.1% |
CACC | CREDIT ACCEP CORP MICH COMstock | $213,000 | -19.9% | 387 | 0.0% | 0.04% | -9.1% | |
AVGO | Sell | BROADCOM INC COMstock | $196,000 | -43.7% | 311 | -40.5% | 0.04% | -35.1% |
EL | Sell | LAUDER ESTEE COS INC CL Astock | $196,000 | -31.5% | 719 | -7.0% | 0.04% | -21.3% |
UPST | Buy | UPSTART HLDGS INC COMstock | $193,000 | +543.3% | 1,766 | +783.0% | 0.04% | +620.0% |
MLHR | MILLERKNOLL INC COMstock | $195,000 | -12.2% | 5,652 | 0.0% | 0.04% | 0.0% | |
LOW | Sell | LOWES COS INC COMstock | $191,000 | -49.9% | 946 | -35.9% | 0.04% | -41.9% |
CINF | Sell | CINCINNATI FINL CORP COMstock | $194,000 | -8.1% | 1,428 | -23.0% | 0.04% | +2.9% |
EFV | New | ISHARES MSCI EAFE VALUE ETFetf | $193,000 | – | 3,832 | +100.0% | 0.04% | – |
IYH | ISHARES U.S. HEALTHCARE ETFetf | $193,000 | -3.5% | 667 | 0.0% | 0.04% | +9.1% | |
XLE | Buy | ENERGY SELECT SECTOR SPDR FUNDetf | $185,000 | +262.7% | 2,425 | +164.7% | 0.04% | +337.5% |
FITB | Sell | FIFTH THIRD BANCORP COMstock | $189,000 | -10.8% | 4,401 | -9.5% | 0.04% | 0.0% |
IJS | ISHARES S&P SMALL-CAP 600 VALUE ETFetf | $183,000 | -2.1% | 1,786 | 0.0% | 0.03% | +9.7% | |
IYW | ISHARES U.S. TECHNOLOGY ETFetf | $176,000 | -10.2% | 1,704 | 0.0% | 0.03% | +3.1% | |
IVW | Sell | ISHARES S&P 500 GROWTH ETFetf | $174,000 | -31.2% | 2,282 | -24.5% | 0.03% | -22.0% |
MMC | Sell | MARSH & MCLENNAN COS INC COMstock | $171,000 | -14.1% | 1,000 | -12.7% | 0.03% | -3.0% |
CSX | Sell | CSX CORP COMstock | $169,000 | -8.2% | 4,501 | -7.9% | 0.03% | +6.7% |
LULU | LULULEMON ATHLETICA INC COMstock | $164,000 | -6.8% | 450 | 0.0% | 0.03% | +6.9% | |
BMY | Sell | BRISTOL-MYERS SQUIBB CO COMstock | $165,000 | +9.3% | 2,265 | -6.5% | 0.03% | +24.0% |
IEFA | Sell | ISHARES CORE MSCI EAFE ETFetf | $164,000 | -13.7% | 2,364 | -7.0% | 0.03% | 0.0% |
CSQ | New | CALAMOS STRATEGIC TOTAL RETURN COM SH BEN INTcef | $164,000 | – | 9,366 | +100.0% | 0.03% | – |
NOW | Sell | SERVICENOW INC COMstock | $158,000 | -22.2% | 284 | -9.3% | 0.03% | -9.1% |
VOT | Sell | VANGUARD MID-CAP GROWTH INDEX FUNDetf | $162,000 | -47.2% | 727 | -39.8% | 0.03% | -40.0% |
TJX | Sell | TJX COS INC NEW COMstock | $153,000 | -27.5% | 2,518 | -9.5% | 0.03% | -17.1% |
XLK | Sell | TECHNOLOGY SELECT SECTOR SPDR FUNDetf | $154,000 | -13.0% | 966 | -5.1% | 0.03% | 0.0% |
PYPL | Sell | PAYPAL HLDGS INC COMstock | $157,000 | -51.7% | 1,361 | -21.1% | 0.03% | -45.3% |
ANDE | ANDERSONS INC COMstock | $151,000 | +30.2% | 3,000 | 0.0% | 0.03% | +47.4% | |
MDT | Sell | MEDTRONIC PLC SHSstock | $151,000 | -10.1% | 1,365 | -15.8% | 0.03% | +3.7% |
TSN | Sell | TYSON FOODS INC CL Astock | $151,000 | 0.0% | 1,687 | -2.7% | 0.03% | +12.0% |
PH | Sell | PARKER-HANNIFIN CORP COMstock | $150,000 | -26.5% | 529 | -17.6% | 0.03% | -15.2% |
GD | Sell | GENERAL DYNAMICS CORP COMstock | $150,000 | -1.3% | 622 | -14.4% | 0.03% | +12.0% |
PAYX | Sell | PAYCHEX INC COMstock | $143,000 | -14.9% | 1,048 | -14.7% | 0.03% | 0.0% |
LHX | Buy | L3HARRIS TECHNOLOGIES INC COMstock | $145,000 | +215.2% | 585 | +170.8% | 0.03% | +237.5% |
GLW | Sell | CORNING INC COMstock | $147,000 | -3.3% | 3,980 | -2.8% | 0.03% | +8.0% |
SDC | Sell | SMILEDIRECTCLUB INC CL A COMstock | $145,000 | -29.3% | 56,165 | -35.6% | 0.03% | -20.6% |
WM | Sell | WASTE MGMT INC DEL COMstock | $142,000 | -16.5% | 898 | -11.9% | 0.03% | -3.6% |
VT | Sell | VANGUARD TOTAL WORLD STOCK INDEX FUNDetf | $144,000 | -5.9% | 1,419 | -0.6% | 0.03% | +8.0% |
DUK | Sell | DUKE ENERGY CORP NEW COM NEWstock | $146,000 | -12.0% | 1,312 | -17.3% | 0.03% | 0.0% |
VFH | Buy | VANGUARD FINANCIALS INDEX FUNDetf | $138,000 | +66.3% | 1,482 | +71.9% | 0.03% | +85.7% |
RPM | RPM INTL INC COMstock | $140,000 | -19.5% | 1,722 | 0.0% | 0.03% | -7.1% | |
FANG | Buy | DIAMONDBACK ENERGY INC COMstock | $138,000 | +32.7% | 1,004 | +3.7% | 0.03% | +52.9% |
ARKK | Buy | ARK INNOVATION ETFetf | $136,000 | +172.0% | 2,047 | +290.6% | 0.02% | +212.5% |
TXN | Sell | TEXAS INSTRS INC COMstock | $135,000 | -37.5% | 738 | -35.5% | 0.02% | -28.6% |
STX | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHSstock | $135,000 | -20.1% | 1,500 | 0.0% | 0.02% | -10.7% | |
ISRG | Sell | INTUITIVE SURGICAL INC COM NEWstock | $133,000 | -26.5% | 441 | -12.5% | 0.02% | -16.7% |
EXG | New | EATON VANCE TAX-MANAGED GLOBAL COMcef | $130,000 | – | 13,417 | +100.0% | 0.02% | – |
VXUS | Buy | VANGUARD TOTAL INTERNATIONAL STOCK ETFetf | $129,000 | +21.7% | 2,159 | +29.7% | 0.02% | +41.2% |
OKE | Sell | ONEOK INC NEW COMstock | $131,000 | +17.0% | 1,859 | -2.6% | 0.02% | +33.3% |
TMO | Sell | THERMO FISHER SCIENTIFIC INC COMstock | $128,000 | -54.6% | 217 | -48.7% | 0.02% | -47.8% |
AFL | Sell | AFLAC INC COMstock | $123,000 | +2.5% | 1,904 | -7.7% | 0.02% | +15.0% |
CM | CANADIAN IMP BK COMM COMstock | $117,000 | +4.5% | 964 | 0.0% | 0.02% | +22.2% | |
SAL | SALISBURY BANCORP INC COMstock | $114,000 | +3.6% | 2,008 | 0.0% | 0.02% | +16.7% | |
CRM | Sell | SALESFORCE INC COMstock | $110,000 | -43.0% | 520 | -31.5% | 0.02% | -34.4% |
GUNR | Buy | FLEXSHARES GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUNDetf | $110,000 | +115.7% | 2,359 | +84.3% | 0.02% | +162.5% |
TT | Sell | TRANE TECHNOLOGIES PLC SHSstock | $111,000 | -46.1% | 729 | -28.5% | 0.02% | -38.2% |
BLD | TOPBUILD CORP COMstock | $114,000 | -34.5% | 629 | 0.0% | 0.02% | -25.0% | |
UPS | Sell | UNITED PARCEL SERVICE INC CL Bstock | $113,000 | -23.1% | 529 | -22.8% | 0.02% | -12.5% |
AAL | Sell | AMERICAN AIRLS GROUP INC COMstock | $110,000 | -4.3% | 6,050 | -5.1% | 0.02% | +10.5% |
XLF | Sell | FINANCIAL SELECT SECTOR SPDR FUNDetf | $114,000 | -43.0% | 2,965 | -42.1% | 0.02% | -36.4% |
DOCU | Buy | DOCUSIGN INC COMstock | $109,000 | -28.3% | 1,020 | +2.0% | 0.02% | -20.0% |
MGM | Sell | MGM RESORTS INTERNATIONAL COMstock | $109,000 | -10.7% | 2,600 | -4.0% | 0.02% | 0.0% |
MS | Buy | MORGAN STANLEY COM NEWstock | $108,000 | +6.9% | 1,238 | +19.8% | 0.02% | +17.6% |
AXP | Sell | AMERICAN EXPRESS CO COMstock | $108,000 | +6.9% | 576 | -6.9% | 0.02% | +17.6% |
ACN | Sell | ACCENTURE PLC IRELAND SHS CLASS Astock | $107,000 | -31.8% | 317 | -16.4% | 0.02% | -23.1% |
XLY | Buy | CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUNDetf | $108,000 | +16.1% | 583 | +28.1% | 0.02% | +33.3% |
MCBC | MACATAWA BK CORP COMstock | $102,000 | +2.0% | 11,349 | 0.0% | 0.02% | +18.8% | |
RY | ROYAL BK CDA COMstock | $102,000 | +4.1% | 922 | 0.0% | 0.02% | +18.8% | |
SYY | Sell | SYSCO CORP COMstock | $104,000 | -14.0% | 1,275 | -17.0% | 0.02% | -5.0% |
GWW | Sell | GRAINGER W W INC COMstock | $103,000 | -5.5% | 200 | -5.2% | 0.02% | +5.6% |
FTV | Sell | FORTIVE CORP COMstock | $104,000 | -23.0% | 1,705 | -3.8% | 0.02% | -13.6% |
ALL | Sell | ALLSTATE CORP COMstock | $103,000 | +5.1% | 742 | -11.2% | 0.02% | +18.8% |
IDA | IDACORP INC COMstock | $104,000 | +2.0% | 900 | 0.0% | 0.02% | +11.8% | |
AMJ | JPMORGAN ALERIAN MLP INDEX ETNetf | $95,000 | +17.3% | 4,538 | 0.0% | 0.02% | +38.5% | |
D | Sell | DOMINION ENERGY INC COMstock | $98,000 | -4.9% | 1,153 | -12.3% | 0.02% | +5.9% |
BLK | Sell | BLACKROCK INC COMstock | $94,000 | -40.1% | 123 | -28.1% | 0.02% | -30.8% |
NRT | NORTH EUROPEAN OIL RTY TR SH BEN INTstock | $95,000 | +61.0% | 5,932 | 0.0% | 0.02% | +80.0% | |
LMBS | FIRST TRUST LOW DURATION MORTGAGE OPPORTUNITIES ETFetf | $94,000 | -2.1% | 1,913 | 0.0% | 0.02% | +12.5% | |
SPGM | SPDR PORTFOLIO MSCI GLOBAL STOCK MARKET ETFetf | $96,000 | -5.0% | 1,753 | 0.0% | 0.02% | +5.9% | |
SCHD | Sell | SCHWAB US DIVIDEND EQUITY ETFetf | $91,000 | -13.3% | 1,149 | -11.7% | 0.02% | 0.0% |
CL | Sell | COLGATE PALMOLIVE CO COMstock | $91,000 | -23.5% | 1,206 | -13.6% | 0.02% | -10.5% |
ALTO | ALTO INGREDIENTS INC COMstock | $89,000 | +41.3% | 13,000 | 0.0% | 0.02% | +70.0% | |
ITOT | Buy | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETFetf | $89,000 | -1.1% | 884 | +5.6% | 0.02% | +13.3% |
ENB | Sell | ENBRIDGE INC COMstock | $89,000 | +15.6% | 1,936 | -1.4% | 0.02% | +30.8% |
MSI | Sell | MOTOROLA SOLUTIONS INC COM NEWstock | $93,000 | -22.5% | 384 | -13.1% | 0.02% | -15.0% |
SCHA | Buy | SCHWAB U.S. SMALL-CAP ETFetf | $86,000 | +43.3% | 1,820 | +209.0% | 0.02% | +60.0% |
XLI | Buy | INDUSTRIAL SELECT SECTOR SPDR FUNDetf | $84,000 | +154.5% | 820 | +166.2% | 0.02% | +220.0% |
OEF | Sell | ISHARES S&P 100 ETFetf | $88,000 | -7.4% | 423 | -2.3% | 0.02% | 0.0% |
OMC | Sell | OMNICOM GROUP INC COMstock | $85,000 | +10.4% | 1,000 | -5.1% | 0.02% | +23.1% |
BUG | New | GLOBAL X CYBERSECURITY ETFetf | $88,000 | – | 2,790 | +100.0% | 0.02% | – |
Sell | GENERAL ELECTRIC CO COM NEWstock | $83,000 | -37.1% | 904 | -35.1% | 0.02% | -27.3% | |
USB | Sell | US BANCORP DEL COM NEWstock | $81,000 | -19.0% | 1,522 | -14.2% | 0.02% | -6.2% |
BNS | BANK NOVA SCOTIA B C COMstock | $82,000 | 0.0% | 1,137 | 0.0% | 0.02% | +15.4% | |
FVD | Buy | FIRST TRUST VALUE LINE DIVIDEND INDEX FUNDetf | $81,000 | +50.0% | 1,924 | +53.3% | 0.02% | +66.7% |
ATO | ATMOS ENERGY CORP COMstock | $79,000 | +14.5% | 661 | 0.0% | 0.02% | +36.4% | |
OCFC | OCEANFIRST FINL CORP COMstock | $80,000 | -10.1% | 4,000 | 0.0% | 0.02% | 0.0% | |
ANTM | Sell | ANTHEM INC COMstock | $79,000 | -17.7% | 160 | -23.1% | 0.02% | -6.2% |
WAL | WESTERN ALLIANCE BANCORP COMstock | $80,000 | -23.1% | 964 | 0.0% | 0.02% | -11.8% | |
SO | Sell | SOUTHERN CO COMstock | $82,000 | -13.7% | 1,125 | -18.6% | 0.02% | -6.2% |
GIS | Sell | GENERAL MLS INC COMstock | $79,000 | -30.7% | 1,173 | -30.8% | 0.02% | -21.1% |
GM | Sell | GENERAL MTRS CO COMstock | $78,000 | -37.1% | 1,786 | -15.2% | 0.02% | -25.0% |
IVE | Sell | ISHARES S&P 500 VALUE ETFetf | $78,000 | -61.0% | 501 | -60.8% | 0.02% | -54.5% |
MPC | Sell | MARATHON PETE CORP COMstock | $81,000 | +14.1% | 942 | -15.1% | 0.02% | +25.0% |
CFG | Buy | CITIZENS FINL GROUP INC COMstock | $80,000 | +33.3% | 1,762 | +39.6% | 0.02% | +50.0% |
KLAC | Sell | KLA CORP COM NEWstock | $78,000 | -27.8% | 212 | -15.5% | 0.02% | -16.7% |
XLP | Buy | CONSUMER STAPLES SELECT SECTOR SPDR FUNDetf | $81,000 | +39.7% | 1,071 | +41.7% | 0.02% | +66.7% |
IMCB | New | ISHARES MORNINGSTAR MID-CAP ETFetf | $79,000 | – | 1,171 | +100.0% | 0.02% | – |
INTU | Sell | INTUIT COMstock | $73,000 | -43.4% | 152 | -24.4% | 0.01% | -33.3% |
HEI | Buy | HEICO CORP NEW COMstock | $74,000 | +7.2% | 484 | +0.6% | 0.01% | +27.3% |
VB | Buy | VANGUARD SMALL-CAP INDEX FUNDetf | $75,000 | +33.9% | 355 | +42.6% | 0.01% | +55.6% |
CME | Sell | CME GROUP INC COMstock | $74,000 | -18.7% | 310 | -22.1% | 0.01% | -6.7% |
LMT | Sell | LOCKHEED MARTIN CORP COMstock | $75,000 | -5.1% | 171 | -23.0% | 0.01% | +7.7% |
DIA | Sell | SPDR DOW JONES INDUSTRIAL AVERAGE ETFetf | $77,000 | -19.8% | 222 | -15.9% | 0.01% | -12.5% |
VRTX | Sell | VERTEX PHARMACEUTICALS INC COMstock | $76,000 | +1.3% | 291 | -14.7% | 0.01% | +16.7% |
HBNC | HORIZON BANCORP INC COMstock | $73,000 | -9.9% | 3,897 | 0.0% | 0.01% | +7.7% | |
MAS | Sell | MASCO CORP COMstock | $74,000 | -30.8% | 1,445 | -5.4% | 0.01% | -22.2% |
NFLX | Sell | NETFLIX INC COMstock | $75,000 | -74.8% | 200 | -59.5% | 0.01% | -71.4% |
CROX | New | CROCS INC COMstock | $76,000 | – | 1,000 | +100.0% | 0.01% | – |
PSX | Buy | PHILLIPS 66 COMstock | $73,000 | +62.2% | 849 | +36.3% | 0.01% | +100.0% |
DD | Sell | DUPONT DE NEMOURS INC COMstock | $72,000 | -21.7% | 979 | -14.3% | 0.01% | -13.3% |
CCL | Sell | CARNIVAL CORP COMMON STOCKstock | $68,000 | -5.6% | 3,347 | -6.6% | 0.01% | +8.3% |
GOLD | Buy | BARRICK GOLD CORP COMstock | $67,000 | +235.0% | 2,730 | +153.5% | 0.01% | +333.3% |
RSG | Sell | REPUBLIC SVCS INC COMstock | $71,000 | -18.4% | 533 | -15.0% | 0.01% | -7.1% |
VTEB | Buy | VANGUARD TAX-EXEMPT BOND ETFetf | $68,000 | +1260.0% | 1,311 | +1389.8% | 0.01% | +1200.0% |
XLC | Buy | COMMUNICATION SERVICES SELECT SECTOR SPDRA FUNDetf | $72,000 | +350.0% | 1,040 | +420.0% | 0.01% | +333.3% |
HSY | HERSHEY CO COMstock | $70,000 | +12.9% | 323 | 0.0% | 0.01% | +30.0% | |
PGR | Sell | PROGRESSIVE CORP COMstock | $67,000 | -9.5% | 586 | -18.3% | 0.01% | +8.3% |
AMD | Sell | ADVANCED MICRO DEVICES INC COMstock | $72,000 | -39.0% | 663 | -19.1% | 0.01% | -31.6% |
RACE | Buy | FERRARI N V COMstock | $65,000 | +150.0% | 300 | +200.0% | 0.01% | +200.0% |
CP | CANADIAN PAC RY LTD COMstock | $62,000 | +14.8% | 750 | 0.0% | 0.01% | +33.3% | |
ORMP | ORAMED PHARMACEUTICALS INC COM NEWstock | $66,000 | -38.9% | 7,580 | 0.0% | 0.01% | -33.3% | |
PEG | Sell | PUBLIC SVC ENTERPRISE GRP INC COMstock | $62,000 | -3.1% | 880 | -8.8% | 0.01% | +20.0% |
GPC | Sell | GENUINE PARTS CO COMstock | $63,000 | -22.2% | 500 | -13.0% | 0.01% | -7.7% |
PNC | Buy | PNC FINL SVCS GROUP INC COMstock | $66,000 | +106.2% | 360 | +126.4% | 0.01% | +140.0% |
KMB | Sell | KIMBERLY-CLARK CORP COMstock | $65,000 | -33.7% | 528 | -22.9% | 0.01% | -25.0% |
DOW | Sell | DOW INC COMstock | $62,000 | -10.1% | 979 | -19.8% | 0.01% | +9.1% |
XFLT | Buy | XAI OCTAGON FLOATING RATE & AL COMcef | $63,000 | -3.1% | 7,438 | +2.4% | 0.01% | +9.1% |
CTVA | Sell | CORTEVA INC COMstock | $64,000 | +6.7% | 1,111 | -13.0% | 0.01% | +20.0% |
DEO | Sell | DIAGEO PLC SPON ADR NEWadr | $62,000 | -16.2% | 305 | -8.7% | 0.01% | 0.0% |
COLB | COLUMBIA BKG SYS INC COMstock | $63,000 | -1.6% | 1,947 | 0.0% | 0.01% | +20.0% | |
HEIA | Buy | HEICO CORP NEW CL Astock | $62,000 | 0.0% | 486 | +0.6% | 0.01% | +20.0% |
IWO | Buy | ISHARES RUSSELL 2000 GROWTH ETFetf | $66,000 | -12.0% | 259 | +1.2% | 0.01% | 0.0% |
ZTS | Sell | ZOETIS INC CL Astock | $63,000 | -50.4% | 336 | -35.5% | 0.01% | -42.9% |
VO | Buy | VANGUARD MID-CAP INDEX FUNDetf | $63,000 | +53.7% | 264 | +63.0% | 0.01% | +71.4% |
NUE | Sell | NUCOR CORP COMstock | $66,000 | +4.8% | 443 | -19.6% | 0.01% | +20.0% |
LUV | Buy | SOUTHWEST AIRLS CO COMstock | $57,000 | +9.6% | 1,253 | +3.8% | 0.01% | +22.2% |
FRME | FIRST MERCHANTS CORP COMstock | $57,000 | -1.7% | 1,375 | 0.0% | 0.01% | +22.2% | |
WHR | Sell | WHIRLPOOL CORP COMstock | $58,000 | -29.3% | 333 | -4.9% | 0.01% | -15.4% |
IBB | Buy | ISHARES BIOTECHNOLOGY FUNDetf | $58,000 | +41.5% | 445 | +66.7% | 0.01% | +57.1% |
TDTT | Buy | FLEXSHARES IBOXX 3-YEAR TARGET DURATION TIPS INDEX FUNDetf | $61,000 | +454.5% | 2,339 | +450.4% | 0.01% | +450.0% |
COHR | COHERENT INC COMstock | $60,000 | +3.4% | 219 | 0.0% | 0.01% | +22.2% | |
HYG | New | ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETFetf | $60,000 | – | 729 | +100.0% | 0.01% | – |
VLO | Sell | VALERO ENERGY CORP COMstock | $60,000 | -24.1% | 587 | -44.0% | 0.01% | -15.4% |
NTRS | Buy | NORTHERN TR CORP COMstock | $58,000 | +61.1% | 500 | +66.7% | 0.01% | +83.3% |
WBA | Buy | WALGREENS BOOTS ALLIANCE INC COMstock | $57,000 | -8.1% | 1,282 | +8.0% | 0.01% | +10.0% |
CE | Sell | CELANESE CORP DEL COMstock | $59,000 | -22.4% | 411 | -9.1% | 0.01% | -8.3% |
OXY | Buy | OCCIDENTAL PETE CORP COMstock | $57,000 | +850.0% | 1,000 | +371.7% | 0.01% | +1000.0% |
NIO | Buy | NIO INC SPON ADSadr | $51,000 | +292.3% | 2,400 | +500.0% | 0.01% | +400.0% |
CPB | Sell | CAMPBELL SOUP CO COMstock | $55,000 | +1.9% | 1,233 | -1.6% | 0.01% | +11.1% |
DAN | New | DANA INC COMstock | $53,000 | – | 3,000 | +100.0% | 0.01% | – |
DCO | DUCOMMUN INC DEL COMstock | $55,000 | +12.2% | 1,050 | 0.0% | 0.01% | +25.0% | |
FTEC | Sell | FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETFetf | $55,000 | -63.8% | 449 | -59.9% | 0.01% | -60.0% |
VTWG | VANGUARD RUSSELL 2000 GROWTH ETFetf | $52,000 | -13.3% | 281 | 0.0% | 0.01% | 0.0% | |
FRC | Sell | FIRST REP BK SAN FRANCISCO CAL COMstock | $55,000 | -58.3% | 342 | -46.6% | 0.01% | -54.5% |
GILD | Sell | GILEAD SCIENCES INC COMstock | $53,000 | -50.9% | 892 | -40.1% | 0.01% | -44.4% |
PEAK | Sell | HEALTHPEAK PROPERTIES INC COMreit | $55,000 | -17.9% | 1,610 | -13.1% | 0.01% | -9.1% |
UAL | Buy | UNITED AIRLS HLDGS INC COMstock | $52,000 | +23.8% | 1,123 | +16.0% | 0.01% | +42.9% |
TFC | Sell | TRUIST FINL CORP COMstock | $53,000 | -20.9% | 930 | -19.1% | 0.01% | -9.1% |
APD | Sell | AIR PRODS & CHEMS INC COMstock | $52,000 | -44.7% | 210 | -32.0% | 0.01% | -33.3% |
IJK | ISHARES S&P MID-CAP 400 GROWTH ETFetf | $51,000 | -10.5% | 664 | 0.0% | 0.01% | +11.1% | |
IJJ | ISHARES S&P MID-CAP 400 VALUE ETFetf | $54,000 | -1.8% | 497 | 0.0% | 0.01% | +11.1% | |
MTB | M & T BK CORP COMstock | $53,000 | +10.4% | 310 | 0.0% | 0.01% | +25.0% | |
SNGX | SOLIGENIX INC COMstock | $52,000 | +10.6% | 71,658 | 0.0% | 0.01% | +25.0% | |
NVG | Sell | NUVEEN AMT FREE MUN CR INC FD COMcef | $52,000 | -35.8% | 3,521 | -22.1% | 0.01% | -23.1% |
AEP | Buy | AMERICAN ELEC PWR CO INC COMstock | $54,000 | +31.7% | 539 | +16.2% | 0.01% | +42.9% |
CMG | Sell | CHIPOTLE MEXICAN GRILL INC COMstock | $47,000 | -23.0% | 30 | -14.3% | 0.01% | -10.0% |
AKAM | Sell | AKAMAI TECHNOLOGIES INC COMstock | $48,000 | -31.4% | 400 | -32.7% | 0.01% | -18.2% |
NCLH | Buy | NORWEGIAN CRUISE LINE HLDG LTD SHSstock | $48,000 | +11.6% | 2,192 | +4.8% | 0.01% | +28.6% |
CWI | SPDR MSCI ACWI EX-US ETFetf | $49,000 | -5.8% | 1,781 | 0.0% | 0.01% | 0.0% | |
FPE | FIRST TRUST PREFERRED SECURITIES AND INCOME ETFetf | $47,000 | -6.0% | 2,462 | 0.0% | 0.01% | +12.5% | |
FTSL | FIRST TRUST SENIOR LOAN FUNDetf | $49,000 | -2.0% | 1,050 | 0.0% | 0.01% | +12.5% | |
XEL | Sell | XCEL ENERGY INC COMstock | $47,000 | -9.6% | 652 | -14.5% | 0.01% | 0.0% |
ICF | ISHARES COHEN & STEERS REIT ETFetf | $49,000 | -5.8% | 688 | 0.0% | 0.01% | 0.0% | |
DGRO | ISHARES CORE DIVIDEND GROWTH ETFetf | $46,000 | -4.2% | 865 | 0.0% | 0.01% | +12.5% | |
SPIP | New | SPDR PORTFOLIO TIPS ETFetf | $49,000 | – | 1,608 | +100.0% | 0.01% | – |
BK | BANK NEW YORK MELLON CORP COMstock | $48,000 | -14.3% | 963 | 0.0% | 0.01% | 0.0% | |
ET | ENERGY TRANSFER L P COM UT LTD PTNstock | $47,000 | +38.2% | 4,170 | 0.0% | 0.01% | +50.0% | |
BXP | BOSTON PROPERTIES INC COMreit | $48,000 | +11.6% | 374 | 0.0% | 0.01% | +28.6% | |
WDAY | Sell | WORKDAY INC CL Astock | $48,000 | -17.2% | 200 | -5.7% | 0.01% | 0.0% |
UWMC | UWM HOLDINGS CORPORATION COM CL Astock | $47,000 | -24.2% | 10,408 | 0.0% | 0.01% | -10.0% | |
GSK | Buy | GLAXOSMITHKLINE PLC SPONSORED ADRadr | $46,000 | +27.8% | 1,054 | +30.1% | 0.01% | +50.0% |
AXON | Buy | AXON ENTERPRISE INC COMstock | $47,000 | +23.7% | 340 | +41.7% | 0.01% | +50.0% |
GBCI | GLACIER BANCORP INC NEW COMstock | $45,000 | -11.8% | 904 | 0.0% | 0.01% | 0.0% | |
BAX | Sell | BAXTER INTL INC COMstock | $44,000 | -24.1% | 566 | -16.5% | 0.01% | -11.1% |
CMI | Sell | CUMMINS INC COMstock | $41,000 | -10.9% | 200 | -5.7% | 0.01% | 0.0% |
SCHF | SCHWAB INTERNATIONAL EQUITY ETFetf | $45,000 | -6.2% | 1,239 | 0.0% | 0.01% | 0.0% | |
FDT | FIRST TRUST DEVELOPED MARKETS EX-US ALPHADEX FUNDetf | $45,000 | -4.3% | 773 | 0.0% | 0.01% | 0.0% | |
STLA | Sell | STELLANTIS N.V SHSstock | $43,000 | -44.9% | 2,622 | -37.1% | 0.01% | -38.5% |
ADI | Sell | ANALOG DEVICES INC COMstock | $41,000 | -41.4% | 247 | -38.1% | 0.01% | -27.3% |
NVS | Sell | NOVARTIS AG SPONSORED ADRadr | $44,000 | -21.4% | 502 | -21.4% | 0.01% | -11.1% |
KSS | KOHLS CORP COMstock | $43,000 | +22.9% | 704 | 0.0% | 0.01% | +33.3% | |
FNDX | Buy | SCHWAB FUNDAMENTAL U.S. LARGE COMPANY INDEX ETFetf | $45,000 | +95.7% | 762 | +91.9% | 0.01% | +100.0% |
NOK | NOKIA CORP SPONSORED ADRadr | $43,000 | -12.2% | 7,800 | 0.0% | 0.01% | 0.0% | |
NUV | Buy | NUVEEN MUN VALUE FD INC COMcef | $41,000 | 0.0% | 4,264 | +8.1% | 0.01% | +14.3% |
MU | Sell | MICRON TECHNOLOGY INC COMstock | $42,000 | -51.7% | 542 | -41.9% | 0.01% | -42.9% |
WSM | WILLIAMS SONOMA INC COMstock | $41,000 | -14.6% | 284 | 0.0% | 0.01% | 0.0% | |
WTFC | Buy | WINTRUST FINL CORP COMstock | $35,000 | +2.9% | 373 | +0.3% | 0.01% | +16.7% |
LIN | Sell | LINDE PLC SHSstock | $35,000 | -40.7% | 109 | -36.3% | 0.01% | -30.0% |
INVENTRUST PPTYS CORP COM NEWreit | $36,000 | +12.5% | 1,176 | 0.0% | 0.01% | +40.0% | ||
ETR | Buy | ENTERGY CORP NEW COMstock | $39,000 | +129.4% | 338 | +122.4% | 0.01% | +133.3% |
SPYV | SPDR PORTFOLIO S&P 500 VALUE ETFetf | $39,000 | 0.0% | 930 | 0.0% | 0.01% | +16.7% | |
EA | Sell | ELECTRONIC ARTS INC COMstock | $35,000 | -22.2% | 273 | -20.2% | 0.01% | 0.0% |
SHOP | Sell | SHOPIFY INC CL Astock | $37,000 | -53.2% | 54 | -5.3% | 0.01% | -46.2% |
CARR | Sell | CARRIER GLOBAL CORPORATION COMstock | $39,000 | -30.4% | 859 | -17.4% | 0.01% | -22.2% |
NI | Sell | NISOURCE INC COMstock | $39,000 | -7.1% | 1,224 | -18.7% | 0.01% | 0.0% |
SEDG | Sell | SOLAREDGE TECHNOLOGIES INC COMstock | $40,000 | +11.1% | 125 | -2.3% | 0.01% | +16.7% |
PSCH | INVESCO S&P SMALLCAP HEALTH CARE PORTFOLIOetf | $37,000 | -11.9% | 232 | 0.0% | 0.01% | 0.0% | |
IXN | ISHARES GLOBAL TECH ETFetf | $37,000 | -9.8% | 630 | 0.0% | 0.01% | 0.0% | |
SWK | Sell | STANLEY BLACK & DECKER INC COMstock | $36,000 | -34.5% | 255 | -11.8% | 0.01% | -22.2% |
LDOS | Sell | LEIDOS HOLDINGS INC COMstock | $38,000 | +11.8% | 349 | -9.6% | 0.01% | +16.7% |
STLD | STEEL DYNAMICS INC COMstock | $39,000 | +34.5% | 465 | 0.0% | 0.01% | +40.0% | |
PFG | Buy | PRINCIPAL FINANCIAL GROUP INC COMstock | $36,000 | +50.0% | 484 | +44.0% | 0.01% | +75.0% |
BSTZ | BLACKROCK SCIENCE & TECHNOLOGY SHS BEN INTcef | $37,000 | -24.5% | 1,250 | 0.0% | 0.01% | -12.5% | |
URI | Sell | UNITED RENTALS INC COMstock | $39,000 | -32.8% | 111 | -36.6% | 0.01% | -22.2% |
NX | QUANEX BLDG PRODS CORP COMstock | $38,000 | -15.6% | 1,797 | 0.0% | 0.01% | 0.0% | |
VOOG | VANGUARD S&P 500 GROWTH ETFetf | $37,000 | -9.8% | 136 | 0.0% | 0.01% | 0.0% | |
CDNA | CAREDX INC COMstock | $37,000 | -17.8% | 1,000 | 0.0% | 0.01% | 0.0% | |
VAC | MARRIOTT VACATIONS WORLDWIDE C COMstock | $36,000 | -5.3% | 226 | 0.0% | 0.01% | +16.7% | |
TMUS | Sell | T-MOBILE US INC COMstock | $39,000 | -18.8% | 302 | -27.4% | 0.01% | -12.5% |
MUB | ISHARES NATIONAL MUNI BOND ETFetf | $36,000 | -5.3% | 328 | 0.0% | 0.01% | +16.7% | |
MRNA | Buy | MODERNA INC COMstock | $33,000 | +153.8% | 194 | +288.0% | 0.01% | +200.0% |
SIRI | Buy | SIRIUS XM HOLDINGS INC COMstock | $33,000 | +153.8% | 5,035 | +147.4% | 0.01% | +200.0% |
NTES | Buy | NETEASE INC SPONSORED ADSadr | $32,000 | +33.3% | 360 | +50.0% | 0.01% | +50.0% |
CTLP | CANTALOUPE INC COMstock | $30,000 | -25.0% | 4,503 | 0.0% | 0.01% | -14.3% | |
NXPI | Sell | NXP SEMICONDUCTORS N V COMstock | $32,000 | -31.9% | 172 | -17.3% | 0.01% | -25.0% |
SWKS | Sell | SKYWORKS SOLUTIONS INC COMstock | $31,000 | -90.3% | 230 | -88.8% | 0.01% | -88.5% |
MCHP | Sell | MICROCHIP TECHNOLOGY INC. COMstock | $32,000 | -42.9% | 422 | -34.7% | 0.01% | -33.3% |
MDB | Sell | MONGODB INC CL Astock | $33,000 | -31.2% | 75 | -16.7% | 0.01% | -25.0% |
PXH | New | INVESCO FTSE RAFI EMERGING MARKETS ETFetf | $32,000 | – | 1,537 | +100.0% | 0.01% | – |
SKYY | Buy | FIRST TR EXCHANGE TRADED FD II CLOUD COMPUTINGetf | $34,000 | +112.5% | 379 | +152.7% | 0.01% | +100.0% |
New | SHELL PLC SPON ADSadr | $33,000 | – | 593 | +100.0% | 0.01% | – | |
HTGC | Buy | HERCULES CAPITAL INC COMcef | $33,000 | +10.0% | 1,815 | +1.9% | 0.01% | +20.0% |
JCI | Buy | JOHNSON CTLS INTL PLC SHSstock | $33,000 | +371.4% | 499 | +473.6% | 0.01% | +500.0% |
SLV | ISHARES SILVER TRUSTetf | $34,000 | +6.2% | 1,500 | 0.0% | 0.01% | +20.0% | |
EOLS | Buy | EVOLUS INC COMstock | $30,000 | +400.0% | 2,674 | +180.3% | 0.01% | +500.0% |
IXUS | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETFetf | $33,000 | -8.3% | 501 | 0.0% | 0.01% | 0.0% | |
FNDA | Buy | SCHWAB FUNDAMENTAL U.S. SMALL COMPANY INDEX ETFetf | $31,000 | +287.5% | 577 | +321.2% | 0.01% | +500.0% |
RCL | Sell | ROYAL CARIBBEAN GROUP COMstock | $31,000 | -6.1% | 369 | -14.8% | 0.01% | +20.0% |
OUNZ | VAN ECK MERK GOLD TRUSTetf | $34,000 | +6.2% | 1,800 | 0.0% | 0.01% | +20.0% | |
PHG | Buy | KONINKLIJKE PHILIPS N V NY REGIS SHS NEWadr | $32,000 | +88.2% | 1,050 | +127.3% | 0.01% | +100.0% |
KHC | Sell | KRAFT HEINZ CO COMstock | $30,000 | -6.2% | 766 | -13.3% | 0.01% | +20.0% |
XLG | Sell | INVESCO S&P 500 TOP 50 ETFetf | $33,000 | -35.3% | 95 | -30.7% | 0.01% | -25.0% |
BOH | Buy | BANK HAWAII CORP COMstock | $31,000 | 0.0% | 373 | +0.8% | 0.01% | +20.0% |
LH | Sell | LABORATORY CORP AMER HLDGS COM NEWstock | $33,000 | -26.7% | 125 | -12.0% | 0.01% | -14.3% |
LKFN | Buy | LAKELAND FINL CORP COMstock | $33,000 | -10.8% | 458 | +0.4% | 0.01% | 0.0% |
ED | Sell | CONSOLIDATED EDISON INC COMstock | $30,000 | -14.3% | 313 | -22.9% | 0.01% | 0.0% |
TRMB | TRIMBLE INC COMstock | $30,000 | -18.9% | 420 | 0.0% | 0.01% | 0.0% | |
AMLP | ALERIAN MLP ETFetf | $31,000 | +19.2% | 800 | 0.0% | 0.01% | +50.0% | |
GME | GAMESTOP CORP NEW CL Astock | $33,000 | +10.0% | 200 | 0.0% | 0.01% | +20.0% | |
FHLC | FIDELITY MSCI HEALTH CARE INDEX ETFetf | $25,000 | -3.8% | 377 | 0.0% | 0.01% | +25.0% | |
KRG | KITE RLTY GROUP TR COM NEWreit | $29,000 | +3.6% | 1,284 | 0.0% | 0.01% | 0.0% | |
YTRA | YATRA ONLINE INC ORD SHSstock | $28,000 | +16.7% | 14,000 | 0.0% | 0.01% | +25.0% | |
TROW | Sell | PRICE T ROWE GROUP INC COMstock | $27,000 | -68.2% | 179 | -58.5% | 0.01% | -64.3% |
SMH | VANECK SEMICONDUCTOR ETFetf | $26,000 | -10.3% | 95 | 0.0% | 0.01% | 0.0% | |
CAH | Sell | CARDINAL HEALTH INC COMstock | $25,000 | -3.8% | 449 | -11.4% | 0.01% | +25.0% |
FTCS | FIRST TRUST CAPITAL STRENGTH ETFetf | $26,000 | -7.1% | 336 | 0.0% | 0.01% | 0.0% | |
IWS | Buy | ISHARES RUSSELL MID-CAP VALUE ETFetf | $25,000 | +4.2% | 206 | +4.0% | 0.01% | +25.0% |
O | Sell | REALTY INCOME CORP COMreit | $27,000 | -57.1% | 393 | -55.1% | 0.01% | -50.0% |
IYR | ISHARES U.S. REAL ESTATE ETFetf | $26,000 | -7.1% | 240 | 0.0% | 0.01% | 0.0% | |
BIIB | Sell | BIOGEN INC COMstock | $27,000 | -50.9% | 127 | -44.5% | 0.01% | -44.4% |
VALE | New | VALE S A SPONSORED ADSadr | $26,000 | – | 1,300 | +100.0% | 0.01% | – |
BDX | Sell | BECTON DICKINSON & CO COMstock | $27,000 | -42.6% | 100 | -45.9% | 0.01% | -37.5% |
LADR | LADDER CAP CORP CL Areit | $27,000 | 0.0% | 2,286 | 0.0% | 0.01% | +25.0% | |
CHX | CHAMPIONX CORPORATION COMstock | $25,000 | +19.0% | 1,022 | 0.0% | 0.01% | +66.7% | |
DON | Buy | WISDOMTREE U.S. MIDCAP DIVIDEND FUNDetf | $29,000 | +3.6% | 644 | +0.3% | 0.01% | 0.0% |
MOH | MOLINA HEALTHCARE INC COMstock | $25,000 | +4.2% | 74 | 0.0% | 0.01% | +25.0% | |
SYF | Buy | SYNCHRONY FINANCIAL COMstock | $25,000 | -26.5% | 731 | +0.6% | 0.01% | -16.7% |
ROP | Sell | ROPER TECHNOLOGIES INC COMstock | $27,000 | -20.6% | 58 | -17.1% | 0.01% | -16.7% |
PRU | Sell | PRUDENTIAL FINL INC COMstock | $26,000 | -80.3% | 221 | -81.8% | 0.01% | -77.3% |
MIDD | MIDDLEBY CORP COMstock | $27,000 | -15.6% | 165 | 0.0% | 0.01% | 0.0% | |
FIVN | FIVE9 INC COMstock | $28,000 | -20.0% | 256 | 0.0% | 0.01% | -16.7% | |
PANW | Sell | PALO ALTO NETWORKS INC COMstock | $28,000 | -61.6% | 45 | -65.9% | 0.01% | -58.3% |
SAIC | Buy | SCIENCE APPLICATIONS INTL CORP COMstock | $25,000 | +19.0% | 274 | +9.2% | 0.01% | +66.7% |
HACK | Sell | ETFMG PRIME CYBER SECURITY ETFetf | $28,000 | -49.1% | 479 | -46.4% | 0.01% | -44.4% |
SLYG | Sell | SPDR S&P 600 SMALL CAP GROWTH ETFetf | $27,000 | -81.5% | 328 | -79.1% | 0.01% | -79.2% |
AMT | Sell | AMERICAN TOWER CORP NEW COMreit | $25,000 | -35.9% | 100 | -25.4% | 0.01% | -16.7% |
ZBRA | Sell | ZEBRA TECHNOLOGIES CORPORATION CL Astock | $25,000 | -39.0% | 61 | -11.6% | 0.01% | -28.6% |
XHR | XENIA HOTELS & RESORTS INC COMreit | $28,000 | +3.7% | 1,468 | 0.0% | 0.01% | +25.0% | |
CDNS | Sell | CADENCE DESIGN SYSTEM INC COMstock | $29,000 | -38.3% | 174 | -30.4% | 0.01% | -37.5% |
VRSN | Sell | VERISIGN INC COMstock | $26,000 | -25.7% | 116 | -15.9% | 0.01% | -16.7% |
EXC | Sell | EXELON CORP COMstock | $28,000 | -72.5% | 590 | -66.6% | 0.01% | -70.6% |
FSK | FS KKR CAP CORP COMcef | $27,000 | +8.0% | 1,175 | 0.0% | 0.01% | +25.0% | |
SCCO | New | SOUTHERN COPPER CORP COMstock | $29,000 | – | 380 | +100.0% | 0.01% | – |
DRI | Sell | DARDEN RESTAURANTS INC COMstock | $29,000 | -31.0% | 220 | -20.6% | 0.01% | -28.6% |
INVH | Buy | INVITATION HOMES INC COMreit | $27,000 | -10.0% | 667 | +0.6% | 0.01% | 0.0% |
XPO | XPO LOGISTICS INC COMstock | $23,000 | -8.0% | 322 | 0.0% | 0.00% | 0.0% | |
PXF | Buy | INVESCO FTSE RAFI DEVELOPED MARKETS EX-U.S. ETFetf | $24,000 | +242.9% | 526 | +267.8% | 0.00% | +300.0% |
THG | HANOVER INS GROUP INC COMstock | $22,000 | +15.8% | 144 | 0.0% | 0.00% | +33.3% | |
MGK | New | VANGUARD MEGA CAP GROWTH ETFetf | $24,000 | – | 100 | +100.0% | 0.00% | – |
VIOO | VANGUARD S&P SMALL-CAP 600 ETFetf | $22,000 | -8.3% | 113 | 0.0% | 0.00% | 0.0% | |
GXO LOGISTICS INCORPORATED COMMON STOCKstock | $23,000 | -20.7% | 322 | 0.0% | 0.00% | -20.0% | ||
IVOO | VANGUARD S&P MID-CAP 400 ETFetf | $22,000 | -8.3% | 123 | 0.0% | 0.00% | 0.0% | |
FOXA | New | FOX CORP CL A COMstock | $19,000 | – | 494 | +100.0% | 0.00% | – |
VSS | Buy | VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUNDetf | $19,000 | +137.5% | 154 | +175.0% | 0.00% | +300.0% |
FISV | Sell | FISERV INC COMstock | $24,000 | -29.4% | 238 | -27.7% | 0.00% | -33.3% |
FDN | New | FIRST TR EXCHANGE-TRADED FD DJ INTERNT IDXetf | $24,000 | – | 130 | +100.0% | 0.00% | – |
FNF | FIDELITY NATIONAL FINANCIAL IN FNF GROUP COMstock | $20,000 | -4.8% | 400 | 0.0% | 0.00% | +33.3% | |
FDX | Buy | FEDEX CORP COMstock | $21,000 | 0.0% | 90 | +11.1% | 0.00% | +33.3% |
PFF | Buy | ISHARES PREFERRED AND INCOME SECURITIES ETFetf | $21,000 | -8.7% | 582 | +0.5% | 0.00% | 0.0% |
IEMG | Sell | ISHARES CORE MSCI EMERGING MARKETS ETFetf | $22,000 | -91.2% | 391 | -90.7% | 0.00% | -90.2% |
IDRV | Buy | ISHARES SELF-DRIVING EV AND TECH ETFetf | $22,000 | +37.5% | 471 | +55.4% | 0.00% | +33.3% |
TTEK | TETRA TECH INC NEW COMstock | $20,000 | 0.0% | 119 | 0.0% | 0.00% | +33.3% | |
LNT | Sell | ALLIANT ENERGY CORP COMstock | $19,000 | -5.0% | 300 | -6.5% | 0.00% | +33.3% |
SIVR | ABRDN PHYSICAL SILVER SHARES ETFetf | $24,000 | +9.1% | 1,000 | 0.0% | 0.00% | 0.0% | |
DHI | Sell | D R HORTON INC COMstock | $24,000 | -45.5% | 324 | -19.8% | 0.00% | -42.9% |
LGIH | LGI HOMES INC COMstock | $20,000 | -35.5% | 200 | 0.0% | 0.00% | -20.0% | |
LEG | Sell | LEGGETT & PLATT INC COMstock | $24,000 | -20.0% | 703 | -3.0% | 0.00% | -20.0% |
LEN | Sell | LENNAR CORP CL Astock | $21,000 | -50.0% | 260 | -28.0% | 0.00% | -42.9% |
ALLY | Sell | ALLY FINL INC COMstock | $21,000 | -63.8% | 480 | -60.7% | 0.00% | -55.6% |
C | Sell | CITIGROUP INC COM NEWstock | $23,000 | -61.0% | 433 | -55.5% | 0.00% | -60.0% |
CRUS | Buy | CIRRUS LOGIC INC COMstock | $23,000 | +64.3% | 267 | +78.0% | 0.00% | +100.0% |
LPCN | LIPOCINE INC NEW COMstock | $23,000 | +35.3% | 17,000 | 0.0% | 0.00% | +33.3% | |
LAD | LITHIA MTRS INC COMstock | $23,000 | 0.0% | 77 | 0.0% | 0.00% | 0.0% | |
New | LUCID GROUP INC COMstock | $24,000 | – | 950 | +100.0% | 0.00% | – | |
CHTR | Sell | CHARTER COMMUNICATIONS INC NEW CL Astock | $21,000 | -58.0% | 39 | -48.7% | 0.00% | -50.0% |
CHPT | CHARGEPOINT HOLDINGS INC COM CL Astock | $20,000 | +5.3% | 981 | 0.0% | 0.00% | +33.3% | |
MFC | MANULIFE FINL CORP COMstock | $20,000 | +11.1% | 954 | 0.0% | 0.00% | +33.3% | |
CADENCE BANK COMstock | $23,000 | -4.2% | 794 | 0.0% | 0.00% | 0.0% | ||
CRH | CRH PLC ADRadr | $20,000 | -25.9% | 510 | 0.0% | 0.00% | 0.0% | |
CDK | Sell | CDK GLOBAL INC COMstock | $21,000 | -27.6% | 430 | -38.2% | 0.00% | -20.0% |
SJM | Sell | SMUCKER J M CO COM NEWstock | $24,000 | -7.7% | 176 | -7.4% | 0.00% | 0.0% |
WU | Sell | WESTERN UN CO COMstock | $21,000 | -8.7% | 1,141 | -10.2% | 0.00% | 0.0% |
BP | Sell | BP PLC SPONSORED ADRadr | $21,000 | +5.0% | 730 | -0.7% | 0.00% | +33.3% |
AVB | AVALONBAY CMNTYS INC COMreit | $22,000 | 0.0% | 87 | 0.0% | 0.00% | 0.0% | |
AGQ | PROSHARES ULTRA SILVERetf | $19,000 | +11.8% | 500 | 0.0% | 0.00% | +33.3% | |
NLY | Buy | ANNALY CAPITAL MANAGEMENT INC COMreit | $19,000 | -5.0% | 2,652 | +5.6% | 0.00% | +33.3% |
SPYD | Sell | SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETFetf | $22,000 | -69.0% | 500 | -70.6% | 0.00% | -66.7% |
BIP | Sell | BROOKFIELD INFRAST PARTNERS LP LP INT UNITstock | $24,000 | -14.3% | 364 | -21.9% | 0.00% | -20.0% |
OTIS | Sell | OTIS WORLDWIDE CORP COMstock | $20,000 | -28.6% | 254 | -20.1% | 0.00% | -20.0% |
OTTR | Buy | OTTER TAIL CORP COMstock | $22,000 | -12.0% | 356 | +0.3% | 0.00% | 0.0% |
HZNP | Buy | HORIZON THERAPEUTICS PUB L SHSstock | $24,000 | +300.0% | 226 | +303.6% | 0.00% | +300.0% |
RBLX | Buy | ROBLOX CORP CL Astock | $21,000 | -16.0% | 450 | +87.5% | 0.00% | 0.0% |
RHI | ROBERT HALF INTL INC COMstock | $23,000 | +4.5% | 200 | 0.0% | 0.00% | 0.0% | |
ABB | ABB LTD SPONSORED ADRadr | $23,000 | -14.8% | 717 | 0.0% | 0.00% | 0.0% | |
XLB | New | MATERIALS SELECT SECTOR SPDR FUNDetf | $23,000 | – | 262 | +100.0% | 0.00% | – |
UL | Sell | UNILEVER PLC SPON ADR NEWadr | $24,000 | -35.1% | 522 | -24.1% | 0.00% | -33.3% |
ICE | INTERCONTINENTAL EXCHANGE INC COMstock | $20,000 | -4.8% | 154 | 0.0% | 0.00% | +33.3% | |
SFL | SFL CORPORATION LTD SHSstock | $20,000 | +25.0% | 2,000 | 0.0% | 0.00% | +33.3% | |
VFC | Sell | V F CORP COMstock | $23,000 | -32.4% | 400 | -13.6% | 0.00% | -33.3% |
HLT | Sell | HILTON WORLDWIDE HLDGS INC COMstock | $22,000 | -33.3% | 142 | -32.1% | 0.00% | -20.0% |
LHCG | LHC GROUP INC COMstock | $16,000 | +23.1% | 93 | 0.0% | 0.00% | +50.0% | |
SKT | TANGER FACTORY OUTLET CTRS INC COMreit | $17,000 | -10.5% | 1,000 | 0.0% | 0.00% | 0.0% | |
TWTR | Sell | TWITTER INC COMstock | $15,000 | -46.4% | 400 | -38.5% | 0.00% | -40.0% |
SVC | New | SERVICE PPTYS TR COM SH BEN INTreit | $16,000 | – | 1,801 | +100.0% | 0.00% | – |
KSM | DWS STRATEGIC MUN INCOME TR NE COMcef | $14,000 | -12.5% | 1,346 | 0.0% | 0.00% | 0.0% | |
PENN | Buy | PENN NATL GAMING INC COMstock | $16,000 | +700.0% | 377 | +702.1% | 0.00% | – |
VRSK | Sell | VERISK ANALYTICS INC COMstock | $14,000 | -39.1% | 65 | -36.3% | 0.00% | -25.0% |
AZO | Sell | AUTOZONE INC COMstock | $16,000 | -40.7% | 8 | -38.5% | 0.00% | -25.0% |
PUMP | PROPETRO HLDG CORP COMstock | $18,000 | +63.6% | 1,300 | 0.0% | 0.00% | +50.0% | |
NBB | NUVEEN TAXABLE MUNICPAL INM FD COMcef | $16,000 | -11.1% | 814 | 0.0% | 0.00% | 0.0% | |
SPOT | Sell | SPOTIFY TECHNOLOGY S A SHSstock | $15,000 | -75.0% | 102 | -60.3% | 0.00% | -70.0% |
TPX | TEMPUR SEALY INTL INC COMstock | $15,000 | -40.0% | 536 | 0.0% | 0.00% | -25.0% | |
DG | Sell | DOLLAR GEN CORP NEW COMstock | $14,000 | -56.2% | 63 | -54.0% | 0.00% | -40.0% |
TER | Sell | TERADYNE INC COMstock | $14,000 | -39.1% | 120 | -14.9% | 0.00% | -25.0% |
ZBH | Sell | ZIMMER BIOMET HOLDINGS INC COMstock | $17,000 | -26.1% | 133 | -24.9% | 0.00% | -25.0% |
ALLE | Buy | ALLEGION PLC ORD SHSstock | $17,000 | -5.6% | 154 | +15.8% | 0.00% | 0.0% |
SCHV | Sell | SCHWAB U.S. LARGE-CAP VALUE ETFetf | $14,000 | -79.7% | 190 | -79.8% | 0.00% | -72.7% |
FNDF | Buy | SCHWAB FUNDAMENTAL INTERNATIONAL LARGE COMPANY INDEX ETFetf | $18,000 | +125.0% | 543 | +114.6% | 0.00% | +200.0% |
GNRC | GENERAC HLDGS INC COMstock | $15,000 | -16.7% | 50 | 0.0% | 0.00% | 0.0% | |
ONTO | ONTO INNOVATION INC COMstock | $17,000 | -15.0% | 200 | 0.0% | 0.00% | 0.0% | |
DLTR | Sell | DOLLAR TREE INC COMstock | $15,000 | -16.7% | 94 | -26.0% | 0.00% | 0.0% |
RC | New | READY CAPITAL CORP COMreit | $14,000 | – | 950 | +100.0% | 0.00% | – |
EQT | Buy | EQT CORP COMstock | $18,000 | +63.6% | 523 | +0.6% | 0.00% | +50.0% |
TTD | THE TRADE DESK INC COM CL Astock | $17,000 | -26.1% | 250 | 0.0% | 0.00% | -25.0% | |
VNQ | Sell | VANGUARD REAL ESTATE ETFetf | $17,000 | -51.4% | 155 | -49.2% | 0.00% | -50.0% |
OGN | Sell | ORGANON & CO COMMON STOCKstock | $18,000 | +5.9% | 509 | -8.5% | 0.00% | 0.0% |
HIG | Sell | HARTFORD FINL SVCS GROUP INC COMstock | $14,000 | -41.7% | 188 | -46.4% | 0.00% | -25.0% |
PDN | New | INVESCO FTSE RAFI DEVELOPED MARKETS EX-U.S. SMALL-MID ETFetf | $18,000 | – | 522 | +100.0% | 0.00% | – |
FAST | Sell | FASTENAL CO COMstock | $15,000 | -31.8% | 250 | -28.2% | 0.00% | -25.0% |
TYG | TORTOISE ENERGY INFRA CORP COMcef | $14,000 | +27.3% | 400 | 0.0% | 0.00% | +50.0% | |
TUSA | FIRST TRUST DIVIDEND STRENGTH ETFetf | $15,000 | -6.2% | 310 | 0.0% | 0.00% | 0.0% | |
TDTF | New | FLEXSHARES IBOXX 5-YEAR TARGET DURATION TIPS INDEX FUNDetf | $18,000 | – | 649 | +100.0% | 0.00% | – |
FCX | Sell | FREEPORT-MCMORAN INC CL Bstock | $16,000 | -48.4% | 312 | -57.8% | 0.00% | -40.0% |
UFPI | UFP INDUSTRIES INC COMstock | $16,000 | -15.8% | 202 | 0.0% | 0.00% | 0.0% | |
PWB | INVESCO DYNAMIC LARGE CAP GROWTH ETFetf | $16,000 | -11.1% | 224 | 0.0% | 0.00% | 0.0% | |
HOLX | Sell | HOLOGIC INC COMstock | $15,000 | -21.1% | 200 | -18.7% | 0.00% | 0.0% |
BTT | BLACKROCK MUN TARGET TERM TR COM SHS BEN INcef | $17,000 | -5.6% | 700 | 0.0% | 0.00% | 0.0% | |
SE | SEA LTD SPONSORD ADSadr | $18,000 | -47.1% | 150 | 0.0% | 0.00% | -50.0% | |
CI | Sell | CIGNA CORP NEW COMstock | $15,000 | -78.9% | 62 | -79.9% | 0.00% | -75.0% |
SONY | Sell | SONY GROUP CORPORATION SPONSORED ADRadr | $15,000 | -21.1% | 142 | -7.2% | 0.00% | 0.0% |
MRVL | Sell | MARVELL TECHNOLOGY INC COMstock | $18,000 | -43.8% | 251 | -32.3% | 0.00% | -40.0% |
COF | Sell | CAPITAL ONE FINL CORP COMstock | $17,000 | -15.0% | 128 | -5.9% | 0.00% | 0.0% |
CG | Buy | CARLYLE GROUP INC COMstock | $16,000 | 0.0% | 320 | +6.7% | 0.00% | 0.0% |
CAT | Sell | CATERPILLAR INC COMstock | $18,000 | -52.6% | 79 | -56.8% | 0.00% | -50.0% |
WEC | Sell | WEC ENERGY GROUP INC COMstock | $17,000 | -71.2% | 169 | -72.2% | 0.00% | -70.0% |
VMC | Sell | VULCAN MATLS CO COMstock | $17,000 | -54.1% | 94 | -47.2% | 0.00% | -50.0% |
SPH | Buy | SUBURBAN PROPANE PARTNERS L P UNIT LTD PARTNstock | $18,000 | +12.5% | 1,133 | +2.2% | 0.00% | 0.0% |
VNT | Sell | VONTIER CORPORATION COMstock | $17,000 | -19.0% | 684 | -0.9% | 0.00% | 0.0% |
EMO | New | CLEARBRIDGE ENERGY MIDSTRM OPP COMcef | $18,000 | – | 650 | +100.0% | 0.00% | – |
VCTR | VICTORY CAP HLDGS INC COM CL Astock | $18,000 | -21.7% | 631 | 0.0% | 0.00% | -25.0% | |
VTRS | Sell | VIATRIS INC COMstock | $14,000 | -30.0% | 1,258 | -15.7% | 0.00% | 0.0% |
HPE | Sell | HEWLETT PACKARD ENTERPRISE CO COMstock | $18,000 | -18.2% | 1,050 | -26.2% | 0.00% | -25.0% |
LRCX | Sell | LAM RESEARCH CORP COMstock | $16,000 | -60.0% | 30 | -46.4% | 0.00% | -57.1% |
LPLA | LPL FINL HLDGS INC COMstock | $14,000 | +16.7% | 74 | 0.0% | 0.00% | +50.0% | |
PBA | New | PEMBINA PIPELINE CORP COMstock | $11,000 | – | 300 | +100.0% | 0.00% | – |
AMG | AFFILIATED MANAGERS GROUP INC COMstock | $10,000 | -16.7% | 73 | 0.0% | 0.00% | 0.0% | |
ADSK | Sell | AUTODESK INC COMstock | $12,000 | -57.1% | 55 | -45.0% | 0.00% | -60.0% |
BIO | Sell | BIO RAD LABS INC CL Astock | $13,000 | -40.9% | 23 | -20.7% | 0.00% | -50.0% |
BBN | BLACKROCK TAX MUNICPAL BD TR SHScef | $12,000 | -14.3% | 528 | 0.0% | 0.00% | 0.0% | |
BDJ | New | BLACKROCK ENHANCED EQUITY DIVI COMcef | $10,000 | – | 1,000 | +100.0% | 0.00% | – |
BC | BRUNSWICK CORP COMstock | $12,000 | -20.0% | 149 | 0.0% | 0.00% | 0.0% | |
CDW | Sell | CDW CORP COMstock | $10,000 | -60.0% | 56 | -54.8% | 0.00% | -50.0% |
CFVI | CF ACQUISITION CORP VI COM CL Astock | $9,000 | 0.0% | 796 | 0.0% | 0.00% | +100.0% | |
New | CONSTELLATION ENERGY CORP COMstock | $11,000 | – | 196 | +100.0% | 0.00% | – | |
CCI | Sell | CROWN CASTLE INTL CORP NEW COMreit | $13,000 | -69.0% | 72 | -64.5% | 0.00% | -71.4% |
KTF | DWS MUN INCOME TR COMcef | $10,000 | -16.7% | 1,000 | 0.0% | 0.00% | 0.0% | |
DVN | DEVON ENERGY CORP NEW COMstock | $10,000 | +25.0% | 174 | 0.0% | 0.00% | +100.0% | |
DKS | DICKS SPORTING GOODS INC COMstock | $10,000 | -9.1% | 100 | 0.0% | 0.00% | 0.0% | |
FNCL | Sell | FIDELITY MSCI FINANCIALS INDEX ETFetf | $12,000 | -7.7% | 219 | -7.6% | 0.00% | 0.0% |
FIDU | New | FIDELITY MSCI INDUSTRIALS INDEX ETFetf | $12,000 | – | 225 | +100.0% | 0.00% | – |
FCOM | Sell | FIDELITY MSCI COMMUNICATION SERVICES INDEX ETFetf | $11,000 | -68.6% | 251 | -62.6% | 0.00% | -66.7% |
FBHS | Sell | FORTUNE BRANDS HOME & SEC INC COMstock | $10,000 | -50.0% | 134 | -28.0% | 0.00% | -33.3% |
PAVE | New | GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETFetf | $12,000 | – | 411 | +100.0% | 0.00% | – |
HCA | Sell | HCA HEALTHCARE INC COMstock | $10,000 | -56.5% | 38 | -56.8% | 0.00% | -50.0% |
HPQ | Sell | HP INC COMstock | $12,000 | -45.5% | 323 | -44.3% | 0.00% | -50.0% |
IDCC | INTERDIGITAL INC COMstock | $13,000 | -7.1% | 200 | 0.0% | 0.00% | 0.0% | |
EIS | New | ISHARES MSCI ISRAEL ETFetf | $10,000 | – | 139 | +100.0% | 0.00% | – |
ICLN | ISHARES S&P GLOBAL CLEAN ENERGY INDEX FUNDetf | $12,000 | 0.0% | 554 | 0.0% | 0.00% | 0.0% | |
SCZ | ISHARES MSCI EAFE SMALL-CAP ETFetf | $9,000 | -10.0% | 141 | 0.0% | 0.00% | 0.0% | |
KXI | ISHARES GLOBAL CONSUMER STAPLES ETFetf | $9,000 | 0.0% | 142 | 0.0% | 0.00% | +100.0% | |
KMF | KAYNE ANDERSON NEXTGEN ENRGY COMcef | $13,000 | +18.2% | 1,500 | 0.0% | 0.00% | 0.0% | |
LBRDK | LIBERTY BROADBAND CORP COM SER Cstock | $13,000 | -18.8% | 97 | 0.0% | 0.00% | -33.3% | |
LSXMA | LIBERTY MEDIA CORP DEL COM A SIRIUSXMstock | $9,000 | -10.0% | 194 | 0.0% | 0.00% | 0.0% | |
LSXMK | Sell | LIBERTY MEDIA CORP DEL COM C SIRIUSXMstock | $13,000 | -31.6% | 287 | -23.3% | 0.00% | -33.3% |
MGA | MAGNA INTL INC COMstock | $10,000 | -23.1% | 155 | 0.0% | 0.00% | 0.0% | |
MTH | MERITAGE HOMES CORP COMstock | $13,000 | -35.0% | 165 | 0.0% | 0.00% | -33.3% | |
MUSA | MURPHY USA INC COMstock | $13,000 | 0.0% | 65 | 0.0% | 0.00% | 0.0% | |
NYT | New | NEW YORK TIMES CO CL Astock | $9,000 | – | 200 | +100.0% | 0.00% | – |
NVAX | New | NOVAVAX INC COM NEWstock | $10,000 | – | 138 | +100.0% | 0.00% | – |
NVO | NOVO-NORDISK A S ADRadr | $9,000 | 0.0% | 80 | 0.0% | 0.00% | +100.0% | |
NAD | NUVEEN QUALITY MUNCP INCOME FD COMcef | $13,000 | -18.8% | 1,000 | 0.0% | 0.00% | -33.3% | |
OHI | Buy | OMEGA HEALTHCARE INVS INC COMreit | $10,000 | 0.0% | 336 | +2.4% | 0.00% | 0.0% |
ON | ON SEMICONDUCTOR CORP COMstock | $10,000 | -9.1% | 156 | 0.0% | 0.00% | 0.0% | |
OPK | OPKO HEALTH INC COMstock | $10,000 | -28.6% | 2,825 | 0.0% | 0.00% | 0.0% | |
PCG | PG&E CORP COMstock | $11,000 | 0.0% | 905 | 0.0% | 0.00% | 0.0% | |
PTEN | PATTERSON-UTI ENERGY INC COMstock | $10,000 | +66.7% | 651 | 0.0% | 0.00% | +100.0% | |
ONLN | New | PROSHARES ONLINE RETAIL ETFetf | $9,000 | – | 204 | +100.0% | 0.00% | – |
QIPT | QUIPT HOME MEDICAL CORP COMstock | $11,000 | -21.4% | 2,443 | 0.0% | 0.00% | 0.0% | |
RF | REGIONS FINANCIAL CORP NEW COMstock | $11,000 | 0.0% | 499 | 0.0% | 0.00% | 0.0% | |
RGEN | REPLIGEN CORP COMstock | $9,000 | -30.8% | 50 | 0.0% | 0.00% | 0.0% | |
XSD | SPDR S&P SEMICONDUCTOR ETFetf | $11,000 | -15.4% | 53 | 0.0% | 0.00% | 0.0% | |
SCHH | New | SCHWAB U.S. REIT ETFetf | $10,000 | – | 404 | +100.0% | 0.00% | – |
SCHC | Sell | SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETFetf | $9,000 | -25.0% | 230 | -19.0% | 0.00% | 0.0% |
SQNS | SEQUANS COMMUNICATIONS S A SPONSORED ADSadr | $10,000 | -33.3% | 3,177 | 0.0% | 0.00% | 0.0% | |
SAVE | SPIRIT AIRLS INC COMstock | $11,000 | 0.0% | 508 | 0.0% | 0.00% | 0.0% | |
TWST | TWIST BIOSCIENCE CORP COMstock | $12,000 | -36.8% | 250 | 0.0% | 0.00% | -33.3% | |
TWO | New | TWO HBRS INVT CORP COM NEWreit | $11,000 | – | 1,900 | +100.0% | 0.00% | – |
UDR | UDR INC COMreit | $10,000 | 0.0% | 169 | 0.0% | 0.00% | 0.0% | |
ULTA | Sell | ULTA BEAUTY INC COMstock | $11,000 | -52.2% | 27 | -51.8% | 0.00% | -50.0% |
USO | UNITED STATES OIL FUND, LPetf | $9,000 | +28.6% | 126 | 0.0% | 0.00% | +100.0% | |
VNQI | Buy | VANGUARD GLOBAL EX-U.S. REAL ESTATE INDEXetf | $9,000 | +12.5% | 168 | +9.8% | 0.00% | +100.0% |
VMW | VMWARE INC CL A COMstock | $13,000 | 0.0% | 111 | 0.0% | 0.00% | 0.0% | |
BND | Sell | VANGUARD TOTAL BOND MARKET INDEX FUNDetf | $6,000 | -98.6% | 81 | -98.4% | 0.00% | -98.6% |
REGN | Sell | REGENERON PHARMACEUTICALS COMstock | $3,000 | -50.0% | 5 | -50.0% | 0.00% | 0.0% |
KTB | KONTOOR BRANDS INC COMstock | $6,000 | -25.0% | 150 | 0.0% | 0.00% | 0.0% | |
XLU | New | UTILITIES SELECT SECTOR SPDR FUNDetf | $6,000 | – | 85 | +100.0% | 0.00% | – |
KMI | Sell | KINDER MORGAN INC DEL COMstock | $3,000 | -76.9% | 138 | -82.7% | 0.00% | -50.0% |
SCHG | Buy | SCHWAB U.S. LARGE-CAP GROWTH ETFetf | $8,000 | -11.1% | 112 | +100.0% | 0.00% | 0.0% |
NCNA | NUCANA PLC SPONSORED ADRadr | $6,000 | -57.1% | 6,000 | 0.0% | 0.00% | -50.0% | |
JBI | JANUS INTERNATIONAL GROUP INC COMMON STOCKstock | $4,000 | -33.3% | 500 | 0.0% | 0.00% | 0.0% | |
VWO | Sell | VANGUARD FTSE EMERGING MARKETS ETFetf | $4,000 | -98.1% | 88 | -98.0% | 0.00% | -97.1% |
NICE | NICE LTD SPONSORED ADRadr | $6,000 | -25.0% | 26 | 0.0% | 0.00% | 0.0% | |
SHW | Sell | SHERWIN WILLIAMS CO COMstock | $5,000 | -87.8% | 21 | -82.1% | 0.00% | -85.7% |
NWSA | Buy | NEWS CORP NEW CL Astock | $8,000 | – | 378 | +5300.0% | 0.00% | – |
VOX | VANGUARD COMMUNICATION SERVICES ETFetf | $4,000 | -20.0% | 36 | 0.0% | 0.00% | 0.0% | |
VTHR | VANGUARD RUSSELL 3000 ETFetf | $3,000 | 0.0% | 14 | 0.0% | 0.00% | – | |
FIS | Sell | FIDELITY NATL INFORMATION SVCS COMstock | $3,000 | -81.2% | 29 | -79.9% | 0.00% | -66.7% |
VTR | VENTAS INC COMreit | $6,000 | +20.0% | 99 | 0.0% | 0.00% | 0.0% | |
FSTA | Sell | FIDELITY MSCI CONSUMER STAPLES INDEX ETFetf | $6,000 | -53.8% | 130 | -54.9% | 0.00% | -50.0% |
FDIS | Sell | FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETetf | $6,000 | -70.0% | 77 | -65.6% | 0.00% | -66.7% |
FDS | FACTSET RESH SYS INC COMstock | $3,000 | 0.0% | 6 | 0.0% | 0.00% | – | |
EXAS | EXACT SCIENCES CORP COMstock | $6,000 | -14.3% | 90 | 0.0% | 0.00% | 0.0% | |
SHYF | SHYFT GROUP INC COMstock | $6,000 | -25.0% | 166 | 0.0% | 0.00% | 0.0% | |
ESGU | Buy | ISHARES ESG AWARE MSCI USA ETFetf | $3,000 | 0.0% | 34 | +21.4% | 0.00% | – |
ETON | ETON PHARMACEUTICALS INC COMstock | $4,000 | 0.0% | 1,000 | 0.0% | 0.00% | 0.0% | |
ECL | Sell | ECOLAB INC COMstock | $4,000 | -78.9% | 22 | -72.2% | 0.00% | -66.7% |
PRVB | PROVENTION BIO INC COMstock | $4,000 | +33.3% | 500 | 0.0% | 0.00% | – | |
FIVG | DEFIANCE NEXT GEN CONNECTIVITY ETFetf | $8,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
DX | Buy | DYNEX CAP INC COMreit | $3,000 | 0.0% | 199 | +19.9% | 0.00% | – |
NEM | Sell | NEWMONT CORP COMstock | $3,000 | -80.0% | 32 | -86.6% | 0.00% | -50.0% |
UCO | New | PROSHARES ULTRA BLOOMBERG CRUDE OILetf | $4,000 | – | 24 | +100.0% | 0.00% | – |
DIGITAL WORLD ACQUISITION CORP CLASS A COMstock | $3,000 | +50.0% | 42 | 0.0% | 0.00% | – | ||
DELL | Sell | DELL TECHNOLOGIES INC CL Cstock | $6,000 | -57.1% | 126 | -50.8% | 0.00% | -50.0% |
DECK | DECKERS OUTDOOR CORP COMstock | $5,000 | -28.6% | 20 | 0.0% | 0.00% | 0.0% | |
VRNA | VERONA PHARMA PLC SPONSORED ADSadr | $4,000 | -33.3% | 892 | 0.0% | 0.00% | 0.0% | |
DVA | Sell | DAVITA INC COMstock | $3,000 | -50.0% | 28 | -50.9% | 0.00% | 0.0% |
SEE | Sell | SEALED AIR CORP NEW COMstock | $5,000 | -54.5% | 79 | -51.2% | 0.00% | -50.0% |
CAG | Sell | CONAGRA BRANDS INC COMstock | $7,000 | -30.0% | 200 | -32.4% | 0.00% | -50.0% |
MET | Sell | METLIFE INC COMstock | $3,000 | -25.0% | 42 | -41.7% | 0.00% | 0.0% |
NET | Sell | CLOUDFLARE INC CL A COMstock | $7,000 | -65.0% | 60 | -60.0% | 0.00% | -66.7% |
MMSI | MERIT MED SYS INC COMstock | $5,000 | +25.0% | 69 | 0.0% | 0.00% | 0.0% | |
SAP | SAP SE SPON ADRadr | $5,000 | -16.7% | 43 | 0.0% | 0.00% | 0.0% | |
VOD | VODAFONE GROUP PLC NEW SPONSORED ADRadr | $8,000 | +14.3% | 467 | 0.0% | 0.00% | 0.0% | |
TSCO | Sell | TRACTOR SUPPLY CO COMstock | $4,000 | -55.6% | 15 | -61.5% | 0.00% | 0.0% |
RFP | RESOLUTE FST PRODS INC COMstock | $3,000 | -25.0% | 233 | 0.0% | 0.00% | 0.0% | |
RLI | RLI CORP COMstock | $7,000 | 0.0% | 60 | 0.0% | 0.00% | 0.0% | |
SONO | SONOS INC COMstock | $5,000 | 0.0% | 176 | 0.0% | 0.00% | 0.0% | |
MUX | MCEWEN MNG INC COMstock | $4,000 | 0.0% | 5,000 | 0.0% | 0.00% | 0.0% | |
RSP | Sell | INVESCO S&P 500 EQUAL WEIGHT ETFetf | $6,000 | -76.9% | 40 | -74.7% | 0.00% | -75.0% |
DGX | Sell | QUEST DIAGNOSTICS INC COMstock | $6,000 | -53.8% | 46 | -37.0% | 0.00% | -50.0% |
CHRW | C H ROBINSON WORLDWIDE INC COM NEWstock | $4,000 | 0.0% | 35 | 0.0% | 0.00% | 0.0% | |
GIB | CGI INC CL A SUB VTGstock | $8,000 | -11.1% | 97 | 0.0% | 0.00% | 0.0% | |
IPG | INTERPUBLIC GROUP COS INC COMstock | $4,000 | 0.0% | 101 | 0.0% | 0.00% | 0.0% | |
EBND | New | SPDR BLOOMBERG EMERGING MARKETS LOCAL BOND ETFetf | $4,000 | – | 181 | +100.0% | 0.00% | – |
WLK | WESTLAKE CORPORATION COMstock | $3,000 | +50.0% | 25 | 0.0% | 0.00% | – | |
WPM | Sell | WHEATON PRECIOUS METALS CORP COMstock | $7,000 | -22.2% | 150 | -25.0% | 0.00% | 0.0% |
BRO | BROWN & BROWN INC COMstock | $4,000 | +33.3% | 49 | 0.0% | 0.00% | – | |
WMB | Sell | WILLIAMS COS INC COMstock | $5,000 | -61.5% | 157 | -67.4% | 0.00% | -50.0% |
BAH | BOOZ ALLEN HAMILTON HLDG CORP CL Astock | $6,000 | 0.0% | 68 | 0.0% | 0.00% | 0.0% | |
SRVR | New | PACER BENCHMARK DATA & INFRASTRUCTURE REAL ESTATE SCTR ETFetf | $5,000 | – | 136 | +100.0% | 0.00% | – |
Buy | RIVIAN AUTOMOTIVE INC COM CL Astock | $3,000 | +200.0% | 55 | +450.0% | 0.00% | – | |
BYND | BEYOND MEAT INC COMstock | $6,000 | -25.0% | 125 | 0.0% | 0.00% | 0.0% | |
JJG | New | IPATH SERIES B BLOOMBERG GRAINS SUBINDEX TOTAL RETURN ETNetf | $4,000 | – | 45 | +100.0% | 0.00% | – |
UBER | Sell | UBER TECHNOLOGIES INC COMstock | $7,000 | -83.3% | 195 | -80.5% | 0.00% | -85.7% |
MBUU | MALIBU BOATS INC COM CL Astock | $6,000 | -25.0% | 111 | 0.0% | 0.00% | 0.0% | |
MKSI | MKS INSTRS INC COMstock | $3,000 | 0.0% | 20 | 0.0% | 0.00% | – | |
INSG | New | INSEEGO CORP COMstock | $4,000 | – | 1,000 | +100.0% | 0.00% | – |
ATHX | ATHERSYS INC NEW COMstock | $8,000 | -38.5% | 14,000 | 0.0% | 0.00% | -50.0% | |
ONVO | ORGANOVO HLDGS INC COM NEWstock | $6,000 | 0.0% | 1,550 | 0.0% | 0.00% | 0.0% | |
AWI | ARMSTRONG WORLD INDS INC NEW COMstock | $8,000 | -27.3% | 91 | 0.0% | 0.00% | -50.0% | |
IDXX | Sell | IDEXX LABS INC COMstock | $5,000 | -61.5% | 10 | -47.4% | 0.00% | -50.0% |
ARCC | Buy | ARES CAPITAL CORP COMcef | $8,000 | +100.0% | 397 | +133.5% | 0.00% | 0.0% |
STT | STATE STR CORP COMstock | $5,000 | 0.0% | 59 | 0.0% | 0.00% | 0.0% | |
ABUS | ARBUTUS BIOPHARMA CORP COMstock | $6,000 | -25.0% | 2,000 | 0.0% | 0.00% | 0.0% | |
DOX | AMDOCS LTD SHSstock | $5,000 | +25.0% | 56 | 0.0% | 0.00% | 0.0% | |
APA | Sell | APA CORPORATION COMstock | $5,000 | -37.5% | 130 | -54.4% | 0.00% | 0.0% |
ANSS | Sell | ANSYS INC COMstock | $7,000 | -75.0% | 22 | -68.6% | 0.00% | -80.0% |
MIME | Sell | MIMECAST LTD ORD SHSstock | $6,000 | -50.0% | 73 | -50.0% | 0.00% | -50.0% |
RELX | RELX PLC SPONSORED ADRadr | $8,000 | 0.0% | 250 | 0.0% | 0.00% | 0.0% | |
HUT | HUT 8 MNG CORP COMstock | $6,000 | -33.3% | 1,164 | 0.0% | 0.00% | 0.0% | |
OLED | UNIVERSAL DISPLAY CORP COMstock | $8,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
RE | EVEREST RE GROUP LTD COMstock | $5,000 | +25.0% | 15 | 0.0% | 0.00% | 0.0% | |
G | GENPACT LIMITED SHSstock | $5,000 | -28.6% | 123 | 0.0% | 0.00% | 0.0% | |
OLN | OLIN CORP COM PAR $1stock | $6,000 | -14.3% | 120 | 0.0% | 0.00% | 0.0% | |
L | Sell | LOEWS CORP COMstock | $3,000 | -66.7% | 43 | -71.9% | 0.00% | 0.0% |
LSI | LIFE STORAGE INC COMreit | $8,000 | -11.1% | 57 | 0.0% | 0.00% | 0.0% | |
LBTYK | Sell | LIBERTY GLOBAL PLC SHS CL Cstock | $7,000 | -30.0% | 265 | -26.6% | 0.00% | -50.0% |
AXL | AMERICAN AXLE & MFG HLDGS INC COMstock | $3,000 | 0.0% | 350 | 0.0% | 0.00% | – | |
MTN | VAIL RESORTS INC COMstock | $3,000 | -25.0% | 13 | 0.0% | 0.00% | 0.0% | |
APTV | Sell | APTIV PLC SHSstock | $3,000 | -50.0% | 26 | -31.6% | 0.00% | 0.0% |
ALB | Sell | ALBEMARLE CORP COMstock | $4,000 | -42.9% | 20 | -31.0% | 0.00% | 0.0% |
ORLY | Sell | OREILLY AUTOMOTIVE INC COMstock | $3,000 | -81.2% | 5 | -77.3% | 0.00% | -66.7% |
ADC | AGREE RLTY CORP COMreit | $7,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
ACM | AECOM COMstock | $5,000 | 0.0% | 66 | 0.0% | 0.00% | 0.0% | |
HMY | New | HARMONY GOLD MINING CO LTD SPONSORED ADRadr | $6,000 | – | 1,135 | +100.0% | 0.00% | – |
AAP | Sell | ADVANCE AUTO PARTS INC COMstock | $7,000 | -46.2% | 32 | -42.9% | 0.00% | -50.0% |
CB | Sell | CHUBB LIMITED COMstock | $4,000 | -77.8% | 18 | -80.4% | 0.00% | -66.7% |
ADX | Sell | ADAMS DIVERSIFIED EQUITY FD COMcef | $3,000 | -98.1% | 147 | -98.2% | 0.00% | -96.2% |
SNV | SYNOVUS FINL CORP COM NEWstock | $5,000 | 0.0% | 107 | 0.0% | 0.00% | 0.0% | |
GDX | VANECK GOLD MINERS ETFetf | $7,000 | +16.7% | 176 | 0.0% | 0.00% | 0.0% | |
HSBC | HSBC HLDGS PLC SPON ADR NEWadr | $7,000 | 0.0% | 219 | 0.0% | 0.00% | 0.0% | |
GPRE | GREEN PLAINS INC COMstock | $7,000 | -12.5% | 239 | 0.0% | 0.00% | 0.0% | |
LPI | LAREDO PETROLEUM INC COMstock | $6,000 | +50.0% | 70 | 0.0% | 0.00% | 0.0% | |
AES | Buy | AES CORP COMstock | $6,000 | +50.0% | 250 | +44.5% | 0.00% | 0.0% |
SNY | SANOFI SPONSORED ADRadr | $6,000 | 0.0% | 125 | 0.0% | 0.00% | 0.0% | |
SLY | SPDR S&P 600 SMALL CAP ETFetf | $4,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% | |
GMED | GLOBUS MED INC CL Astock | $6,000 | +20.0% | 76 | 0.0% | 0.00% | 0.0% | |
FINX | GLOBAL X FINTECH THEMATIC ETFetf | $4,000 | -20.0% | 132 | 0.0% | 0.00% | 0.0% | |
LW | LAMB WESTON HLDGS INC COMstock | $6,000 | -14.3% | 104 | 0.0% | 0.00% | 0.0% | |
Sell | KYNDRYL HLDGS INC COMMON STOCKstock | $8,000 | -38.5% | 573 | -20.2% | 0.00% | -50.0% | |
BIV | VANGUARD INTERMEDIATE-TERM BOND INDEX FUNDetf | $5,000 | -16.7% | 65 | 0.0% | 0.00% | 0.0% | |
RIOT | RIOT BLOCKCHAIN INC COMstock | $0 | – | 1 | 0.0% | 0.00% | – | |
RBC | REGAL REXNORD CORPORATION COMstock | $1,000 | 0.0% | 6 | 0.0% | 0.00% | – | |
DISCK | Exit | DISCOVERY INC COM SER Cstock | $0 | – | -50 | -100.0% | 0.00% | – |
PCY | Exit | INVESCO EMERGING MARKETS SOVEREIGN DEBT ETFetf | $0 | – | -13 | -100.0% | 0.00% | – |
Sell | PORTILLOS INC COM CL Astock | $1,000 | -98.7% | 50 | -97.5% | 0.00% | -100.0% | |
PSTV | PLUS THERAPEUTICS INC COM NEWstock | $0 | – | 10 | 0.0% | 0.00% | – | |
BOND | PIMCO ACTIVE BOND EXCHANGE-TRADED FUNDetf | $1,000 | 0.0% | 11 | 0.0% | 0.00% | – | |
OSUR | ORASURE TECHNOLOGIES INC COMstock | $1,000 | 0.0% | 150 | 0.0% | 0.00% | – | |
NID | Sell | NUVEEN INTER DURATION MUN TERM COMcef | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
SPG | Buy | SIMON PPTY GROUP INC NEW COMreit | $2,000 | – | 14 | +600.0% | 0.00% | – |
NRG | NRG ENERGY INC COM NEWstock | $0 | – | 3 | 0.0% | 0.00% | – | |
MC | MOELIS & CO CL Astock | $1,000 | -50.0% | 28 | 0.0% | 0.00% | – | |
MREO | MEREO BIOPHARMA GROUP PLC ADSadr | $0 | – | 48 | 0.0% | 0.00% | – | |
MCK | Sell | MCKESSON CORP COMstock | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
MKC | Sell | MCCORMICK & CO INC COM NON VTGstock | $2,000 | -50.0% | 20 | -56.5% | 0.00% | -100.0% |
MRO | Buy | MARATHON OIL CORP COMstock | $1,000 | 0.0% | 34 | +3.0% | 0.00% | – |
STWD | STARWOOD PPTY TR INC COMreit | $1,000 | 0.0% | 50 | 0.0% | 0.00% | – | |
LYFT | LYFT INC CL A COMstock | $2,000 | 0.0% | 54 | 0.0% | 0.00% | – | |
LUMN | Sell | LUMEN TECHNOLOGIES INC COMstock | $0 | -100.0% | 13 | -97.9% | 0.00% | -100.0% |
SNDL | SUNDIAL GROWERS INC COMstock | $0 | – | 600 | 0.0% | 0.00% | – | |
KR | KROGER CO COMstock | $1,000 | 0.0% | 22 | 0.0% | 0.00% | – | |
TAK | TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADSadr | $2,000 | 0.0% | 151 | 0.0% | 0.00% | – | |
New | JOURNEY MED CORP COMstock | $1,000 | – | 200 | +100.0% | 0.00% | – | |
TCRR | New | TCR2 THERAPEUTICS INC COMstock | $2,000 | – | 900 | +100.0% | 0.00% | – |
BBAX | New | JPMORGAN BETABUILDERS DEVELOPED ASIA PACIFIC EX-JAPAN ETFetf | $1,000 | – | 17 | +100.0% | 0.00% | – |
BBCA | Sell | JPMORGAN BETABUILDERS CANADA ETFetf | $2,000 | -86.7% | 23 | -89.4% | 0.00% | -100.0% |
BBJP | Sell | JPMORGAN BETABUILDERS JAPAN ETFetf | $1,000 | -96.6% | 26 | -95.0% | 0.00% | -100.0% |
BBEU | Sell | JPMORGAN BETABUILDERS EUROPE ETFetf | $1,000 | -96.3% | 25 | -94.5% | 0.00% | -100.0% |
GOVT | New | ISHARES U.S. TREASURY BOND ETFetf | $0 | – | 18 | +100.0% | 0.00% | – |
ENZL | Sell | ISHARES MSCI NEW ZEALAND CAPPED ETFetf | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
TLRY | TILRAY BRANDS INC COM CL 2stock | $2,000 | +100.0% | 209 | 0.0% | 0.00% | – | |
SUSA | ISHARES MSCI USA ESG SELECT ETFetf | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
MBB | New | ISHARES MBS ETFetf | $1,000 | – | 5 | +100.0% | 0.00% | – |
EMB | ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETFetf | $1,000 | 0.0% | 6 | 0.0% | 0.00% | – | |
TRV | Sell | TRAVELERS COMPANIES INC COMstock | $0 | -100.0% | 1 | -99.9% | 0.00% | -100.0% |
LQD | Sell | ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETFetf | $0 | -100.0% | 4 | -99.9% | 0.00% | -100.0% |
TAN | New | INVESCO SOLAR ETFetf | $2,000 | – | 25 | +100.0% | 0.00% | – |
EOI | Exit | EATON VANCE ENHANCED EQUITY IN COMcef | $0 | – | 0 | +100.0% | 0.00% | – |
AGCO | Exit | AGCO CORP COMstock | $0 | – | -11 | -100.0% | 0.00% | – |
IHG | INTERCONTINENTAL HOTELS GROUP SPONSORED ADSadr | $0 | – | 1 | 0.0% | 0.00% | – | |
ITGR | INTEGER HLDGS CORP COMstock | $2,000 | 0.0% | 28 | 0.0% | 0.00% | – | |
DISCA | Exit | DISCOVERY INC COM SER Astock | $0 | – | -123 | -100.0% | 0.00% | – |
IART | INTEGRA LIFESCIENCES HLDGS CP COM NEWstock | $2,000 | 0.0% | 31 | 0.0% | 0.00% | – | |
IR | Sell | INGERSOLL RAND INC COMstock | $2,000 | -97.6% | 36 | -97.4% | 0.00% | -100.0% |
IEP | ICAHN ENTERPRISES LP DEPOSITARY UNITstock | $0 | – | 3 | 0.0% | 0.00% | – | |
IPOF | Exit | SOCIAL CAPITAL HEDOSOPHA HLDNG SHS CL Astock | $0 | – | -196 | -100.0% | 0.00% | – |
HUN | New | HUNTSMAN CORP COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
HVBT | HIVE BLOCKCHAIN TECHNLGIES LTD COMstock | $2,000 | -33.3% | 1,000 | 0.0% | 0.00% | – | |
JKHY | Sell | HENRY JACK & ASSOC INC COMstock | $2,000 | -66.7% | 10 | -70.6% | 0.00% | -100.0% |
HL | HECLA MNG CO COMstock | $0 | – | 6 | 0.0% | 0.00% | – | |
HBI | Sell | HANESBRANDS INC COMstock | $0 | -100.0% | 12 | -93.8% | 0.00% | – |
GL | Sell | GLOBE LIFE INC COMstock | $0 | -100.0% | 1 | -98.2% | 0.00% | -100.0% |
GPS | Sell | GAP INC COMstock | $1,000 | -50.0% | 40 | -67.7% | 0.00% | – |
FNV | New | FRANCO NEV CORP COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
FL | FOOT LOCKER INC COMstock | $1,000 | -50.0% | 40 | 0.0% | 0.00% | – | |
FSR | Buy | FISKER INC CL A COM STKstock | $1,000 | 0.0% | 104 | +23.8% | 0.00% | – |
BNDX | Buy | VANGUARD TOTAL INTERNATIONAL BOND ETFetf | $2,000 | +100.0% | 45 | +164.7% | 0.00% | – |
SII | Exit | SPROTT INC COM NEWstock | $0 | – | 0 | +100.0% | 0.00% | – |
FE | Sell | FIRSTENERGY CORP COMstock | $2,000 | -71.4% | 52 | -70.6% | 0.00% | -100.0% |
SVVC | FIRSTHAND TECHNOLOGY VALUE FD COMcef | $0 | – | 20 | 0.0% | 0.00% | – | |
RDVY | New | FIRST TRUST NASDAQ RISING DIVIDEND ACHIEVERS FUNDetf | $0 | – | 0 | +100.0% | 0.00% | – |
FEM | New | FIRST TRUST EMERGING MARKETS ALPHADEX FUNDetf | $0 | – | 0 | +100.0% | 0.00% | – |
FYX | New | FIRST TRUST SMALL CAP CORE ALPHADEX FUNDetf | $0 | – | 0 | +100.0% | 0.00% | – |
FAD | New | FIRST TRUST MULTI CAP GROWTH ALPHADEX FUNDetf | $0 | – | 0 | +100.0% | 0.00% | – |
ES | Sell | EVERSOURCE ENERGY COMstock | $1,000 | -98.6% | 14 | -98.2% | 0.00% | -100.0% |
EVR | EVERCORE INC CLASS Astock | $2,000 | -33.3% | 22 | 0.0% | 0.00% | – | |
MJ | ETFMG ALTERNATIVE HARVEST ETFetf | $1,000 | 0.0% | 132 | 0.0% | 0.00% | – | |
DKNG | DRAFTKINGS INC COM CL Astock | $1,000 | 0.0% | 40 | 0.0% | 0.00% | – | |
DPZ | New | DOMINOS PIZZA INC COMstock | $2,000 | – | 5 | +100.0% | 0.00% | – |
CPRT | Sell | COPART INC COMstock | $2,000 | -75.0% | 18 | -65.4% | 0.00% | -100.0% |
SPCE | VIRGIN GALACTIC HOLDINGS INC COMstock | $2,000 | 0.0% | 160 | 0.0% | 0.00% | – | |
VST | Sell | VISTRA CORP COMstock | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
CIM | CHIMERA INVT CORP COM NEWreit | $0 | – | 3 | 0.0% | 0.00% | – | |
CHS | CHICOS FAS INC COMstock | $2,000 | 0.0% | 404 | 0.0% | 0.00% | – | |
CRL | Sell | CHARLES RIV LABS INTL INC COMstock | $2,000 | -66.7% | 8 | -50.0% | 0.00% | -100.0% |
WAB | Sell | WABTEC COMstock | $2,000 | 0.0% | 21 | -8.7% | 0.00% | – |
CENTA | CENTRAL GARDEN & PET CO CL A NON-VTGstock | $2,000 | -33.3% | 54 | 0.0% | 0.00% | – | |
CX | CEMEX SAB DE CV SPON ADR NEWadr | $0 | – | 17 | 0.0% | 0.00% | – | |
CUK | CARNIVAL PLC ADRadr | $1,000 | 0.0% | 65 | 0.0% | 0.00% | – | |
WDC | Sell | WESTERN DIGITAL CORP. COMstock | $2,000 | -60.0% | 33 | -58.2% | 0.00% | -100.0% |
CBRE | Sell | CBRE GROUP INC CL Astock | $2,000 | -95.9% | 26 | -94.3% | 0.00% | -100.0% |
BLDE | BLADE AIR MOBILITY INC CL A COMstock | $1,000 | 0.0% | 150 | 0.0% | 0.00% | – | |
BST | Sell | BLACKROCK SCIENCE & TECHNOLOGY SHScef | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
New | BRC INC COM CL Astock | $1,000 | – | 30 | +100.0% | 0.00% | – | |
BCE | Sell | BCE INC COM NEWstock | $1,000 | -92.9% | 27 | -90.0% | 0.00% | -100.0% |
New | AURORA INNOVATION INC CLASS A COMstock | $1,000 | – | 200 | +100.0% | 0.00% | – | |
ACB | AURORA CANNABIS INC COMstock | $0 | – | 10 | 0.0% | 0.00% | – | |
New | ZIMVIE INC COMstock | $0 | – | 13 | +100.0% | 0.00% | – | |
ZEN | ZENDESK INC COMstock | $2,000 | 0.0% | 19 | 0.0% | 0.00% | – | |
New | THE ARENA GROUP HOLDINGS INC COMstock | $0 | – | 33 | +100.0% | 0.00% | – | |
BUD | New | ANHEUSER BUSCH INBEV SA/NV SPONSORED ADRadr | $0 | – | 8 | +100.0% | 0.00% | – |
AME | Sell | AMETEK INC COMstock | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
ESNT | ESSENT GROUP LTD COMstock | $1,000 | 0.0% | 27 | 0.0% | 0.00% | – | |
JHG | New | JANUS HENDERSON GROUP PLC ORD SHSstock | $1,000 | – | 15 | +100.0% | 0.00% | – |
AMP | Sell | AMERIPRISE FINL INC COMstock | $2,000 | -88.2% | 8 | -86.0% | 0.00% | -100.0% |
AWK | Sell | AMERICAN WTR WKS CO INC NEW COMstock | $2,000 | -83.3% | 10 | -83.9% | 0.00% | -100.0% |
ALGN | Sell | ALIGN TECHNOLOGY INC COMstock | $2,000 | -83.3% | 5 | -73.7% | 0.00% | -100.0% |
ABNB | AIRBNB INC COM CL Astock | $1,000 | 0.0% | 5 | 0.0% | 0.00% | – | |
LILAK | Sell | LIBERTY LATIN AMERICA LTD COM CL Cstock | $0 | -100.0% | 7 | -95.4% | 0.00% | – |
FVRR | FIVERR INTL LTD ORD SHSstock | $1,000 | -50.0% | 14 | 0.0% | 0.00% | – | |
AXDX | ACCELERATE DIAGNOSTICS INC COMstock | $1,000 | -80.0% | 1,000 | 0.0% | 0.00% | -100.0% | |
ARKW | New | ARK NEXT GENERATION INTERNET ETFetf | $0 | – | 0 | +100.0% | 0.00% | – |
AMC | Sell | AMC ENTMT HLDGS INC CL A COMstock | $1,000 | -96.8% | 50 | -95.7% | 0.00% | -100.0% |
DTEC | ALPS DISRUPTIVE TECHNOLOGIES ETFetf | $2,000 | 0.0% | 37 | 0.0% | 0.00% | – | |
PSLV | Exit | SPROTT PHYSICAL SILVER TR TR UNITcef | $0 | – | 0 | +100.0% | 0.00% | – |
PKG | Exit | PACKAGING CORP AMER COMstock | $0 | – | -11 | -100.0% | 0.00% | – |
Exit | VICTORIAS SECRET AND CO COMMON STOCKstock | $0 | – | -21 | -100.0% | 0.00% | – | |
PNW | Exit | PINNACLE WEST CAP CORP COMstock | $0 | – | -11 | -100.0% | 0.00% | – |
UBS | Exit | UBS GROUP AG SHSstock | $0 | – | -85 | -100.0% | 0.00% | – |
PSTH | Exit | PERSHING SQUARE TONTINE HLDGS COM CL Astock | $0 | – | -80 | -100.0% | 0.00% | – |
Exit | JOBY AVIATION INC COMMON STOCKstock | $0 | – | -222 | -100.0% | 0.00% | – | |
STIP | Exit | ISHARES 0-5 YEAR TIPS BOND ETFetf | $0 | – | -4 | -100.0% | 0.00% | – |
BSV | Exit | VANGUARD SHORT-TERM BOND INDEX FUNDetf | $0 | – | -24 | -100.0% | 0.00% | – |
SPHD | Exit | INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETFetf | $0 | – | 0 | +100.0% | 0.00% | – |
FEZ | Exit | SPDR EURO STOXX 50 ETFetf | $0 | – | -57 | -100.0% | 0.00% | – |
TRP | Exit | TC ENERGY CORP COMstock | $0 | – | -29 | -100.0% | 0.00% | – |
NWL | Exit | NEWELL BRANDS INC COMstock | $0 | – | -144 | -100.0% | 0.00% | – |
Exit | SYLVAMO CORP COMMON STOCKstock | $0 | – | -10 | -100.0% | 0.00% | – | |
XMLV | Exit | INVESCO S&P MIDCAP LOW VOLATILITY ETFetf | $0 | – | 0 | +100.0% | 0.00% | – |
TIP | Exit | ISHARES TIPS BOND ETFetf | $0 | – | -8 | -100.0% | 0.00% | – |
HP | Exit | HELMERICH & PAYNE INC COMstock | $0 | – | -30 | -100.0% | 0.00% | – |
TAP | Exit | MOLSON COORS BEVERAGE CO CL Bstock | $0 | – | -25 | -100.0% | 0.00% | – |
MLM | Exit | MARTIN MARIETTA MATLS INC COMstock | $0 | – | -6 | -100.0% | 0.00% | – |
STNE | Exit | STONECO LTD COM CL Astock | $0 | – | -184 | -100.0% | 0.00% | – |
LEAP | Exit | RIBBIT LEAP LTD SHS CL Astock | $0 | – | -200 | -100.0% | 0.00% | – |
VSAT | Exit | VIASAT INC COMstock | $0 | – | -52 | -100.0% | 0.00% | – |
RMTI | Exit | ROCKWELL MED INC COMstock | $0 | – | -4,781 | -100.0% | 0.00% | – |
DAR | Exit | DARLING INGREDIENTS INC COMstock | $0 | – | -14 | -100.0% | 0.00% | – |
PAYC | Exit | PAYCOM SOFTWARE INC COMstock | $0 | – | -7 | -100.0% | 0.00% | – |
BGI | Exit | BIRKS GROUP INC CL A COMstock | $0 | – | -250 | -100.0% | 0.00% | – |
BB | Exit | BLACKBERRY LTD COMstock | $0 | – | -150 | -100.0% | 0.00% | – |
EMLC | Exit | VANECK J.P. MORGAN EM LOCAL CURRENCY BOND ETFetf | $0 | – | -29 | -100.0% | 0.00% | – |
SOFI | Exit | SOFI TECHNOLOGIES INC COMstock | $0 | – | -105 | -100.0% | 0.00% | – |
SNAP | Exit | SNAP INC CL Astock | $0 | – | -31 | -100.0% | 0.00% | – |
LVS | Exit | LAS VEGAS SANDS CORP COMstock | $0 | – | -60 | -100.0% | 0.00% | – |
ESTC | Exit | ELASTIC N V ORD SHSstock | $0 | – | -20 | -100.0% | 0.00% | – |
PSEC | Exit | PROSPECT CAP CORP COMcef | $0 | – | -370 | -100.0% | 0.00% | – |
WYNN | Exit | WYNN RESORTS LTD COMstock | $0 | – | -26 | -100.0% | 0.00% | – |
TBPH | Exit | THERAVANCE BIOPHARMA INC COMstock | $0 | – | -20 | -100.0% | 0.00% | – |
SAND | Exit | SANDSTORM GOLD LTD COM NEWstock | $0 | – | 0 | +100.0% | 0.00% | – |
SRG | Exit | SERITAGE GROWTH PPTYS CL Areit | $0 | – | -108 | -100.0% | 0.00% | – |
BLOK | Exit | AMPLIFY TRANSFORMATIONAL DATA SHARING ETFetf | $0 | – | -85 | -100.0% | 0.00% | – |
FSLY | Exit | FASTLY INC CL Astock | $0 | – | -42 | -100.0% | 0.00% | – |
SIVB | Exit | SVB FINANCIAL GROUP COMstock | $0 | – | -4 | -100.0% | 0.00% | – |
BIPC | Exit | BROOKFIELD INFRASTRUCTURE CORP COM SB VTG SHS Astock | $0 | – | -11 | -100.0% | 0.00% | – |
CVV | Exit | CVD EQUIP CORP COMstock | $0 | – | -422 | -100.0% | 0.00% | – |
VIAC | Exit | VIACOMCBS INC CL Bstock | $0 | – | -87 | -100.0% | 0.00% | – |
HAS | Exit | HASBRO INC COMstock | $0 | – | -32 | -100.0% | 0.00% | – |
INCY | Exit | INCYTE CORP COMstock | $0 | – | -39 | -100.0% | 0.00% | – |
IPO | Exit | RENAISSANCE IPO ETFetf | $0 | – | -30 | -100.0% | 0.00% | – |
WEX | Exit | WEX INC COMstock | $0 | – | -18 | -100.0% | 0.00% | – |
WCN | Exit | WASTE CONNECTIONS INC COMstock | $0 | – | -24 | -100.0% | 0.00% | – |
IEX | Exit | IDEX CORP COMstock | $0 | – | -7 | -100.0% | 0.00% | – |
IPOD | Exit | SOCIAL CAPITAL HEDOSOPHA HLDNG SHS CL Astock | $0 | – | -284 | -100.0% | 0.00% | – |
EIM | Exit | EATON VANCE MUN BD FD COMcef | $0 | – | 0 | +100.0% | 0.00% | – |
TFX | Exit | TELEFLEX INCORPORATED COMstock | $0 | – | -10 | -100.0% | 0.00% | – |
IEI | Exit | ISHARES 3-7 YEAR TREASURY BOND ETFetf | $0 | – | -9 | -100.0% | 0.00% | – |
RIG | Exit | TRANSOCEAN LTD REG SHSstock | $0 | – | -1,100 | -100.0% | 0.00% | – |
RESN | Exit | RESONANT INC COMstock | $0 | – | -1,000 | -100.0% | 0.00% | – |
GNUS | Exit | GENIUS BRANDS INTL INC COMstock | $0 | – | -500 | -100.0% | 0.00% | – |
HQL | Exit | TEKLA LIFE SCIENCES INVS SH BEN INTcef | $0 | – | 0 | +100.0% | 0.00% | – |
SRPT | Exit | SAREPTA THERAPEUTICS INC COMstock | $0 | – | -20 | -100.0% | 0.00% | – |
FLT | Exit | FLEETCOR TECHNOLOGIES INC COMstock | $0 | – | -13 | -100.0% | 0.00% | – |
CZR | Exit | CAESARS ENTERTAINMENT INC NEW COMstock | $0 | – | -37 | -100.0% | 0.00% | – |
CIK | Exit | CREDIT SUISSE ASSET MGMT INCOM COMcef | $0 | – | 0 | +100.0% | 0.00% | – |
MELI | Exit | MERCADOLIBRE INC COMstock | $0 | – | -2 | -100.0% | 0.00% | – |
OC | Exit | OWENS CORNING NEW COMstock | $0 | – | -15 | -100.0% | 0.00% | – |
WING | Exit | WINGSTOP INC COMstock | $0 | – | -20 | -100.0% | 0.00% | – |
WELL | Exit | WELLTOWER INC COMreit | $0 | – | 0 | +100.0% | 0.00% | – |
DBRG | Exit | DIGITALBRIDGE GROUP INC CL A COMreit | $0 | – | -183 | -100.0% | 0.00% | – |
EXPD | Exit | EXPEDITORS INTL WASH INC COMstock | $0 | – | -11 | -100.0% | 0.00% | – |
TREX | Exit | TREX CO INC COMstock | $0 | – | -10 | -100.0% | 0.00% | – |
JELD | Exit | JELD-WEN HLDG INC COMstock | $0 | – | -68 | -100.0% | 0.00% | – |
ALLK | Exit | ALLAKOS INC COMstock | $0 | – | -28 | -100.0% | 0.00% | – |
LE | Exit | LANDS END INC NEW COMstock | $0 | – | -6 | -100.0% | 0.00% | – |
BTG | Exit | B2GOLD CORP COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
AGR | Exit | AVANGRID INC COMstock | $0 | – | -35 | -100.0% | 0.00% | – |
NKTR | Exit | NEKTAR THERAPEUTICS COMstock | $0 | – | -155 | -100.0% | 0.00% | – |
DM | Exit | DESKTOP METAL INC COM CL Astock | $0 | – | -178 | -100.0% | 0.00% | – |
AMRS | Exit | AMYRIS INC COM NEWstock | $0 | – | 0 | +100.0% | 0.00% | – |
SHYG | Exit | ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETFetf | $0 | – | -12 | -100.0% | 0.00% | – |
CLOV | Exit | CLOVER HEALTH INVESTMENTS CORP COM CL Astock | $0 | – | -88 | -100.0% | 0.00% | – |
HII | Exit | HUNTINGTON INGALLS INDS INC COMstock | $0 | – | -6 | -100.0% | 0.00% | – |
MTCH | Exit | MATCH GROUP INC NEW COMstock | $0 | – | -11 | -100.0% | 0.00% | – |
TPR | Exit | TAPESTRY INC COMstock | $0 | – | -83 | -100.0% | 0.00% | – |
KWEB | Exit | KRANESHARES CSI CHINA INTERNET ETFetf | $0 | – | -35 | -100.0% | 0.00% | – |
SBRA | SABRA HEALTH CARE REIT INC COMreit | $0 | – | 25 | 0.0% | 0.00% | – | |
SJT | SAN JUAN BASIN RTY TR UNIT BEN INTstock | $2,000 | +100.0% | 197 | 0.0% | 0.00% | – | |
SLB | Sell | SCHLUMBERGER LTD COM STKstock | $2,000 | -81.8% | 40 | -89.5% | 0.00% | -100.0% |
ROST | Sell | ROSS STORES INC COMstock | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
QSR | New | RESTAURANT BRANDS INTL INC COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
PINS | Exit | PINTEREST INC CL Astock | $0 | – | -175 | -100.0% | -0.00% | – |
AJG | Exit | GALLAGHER ARTHUR J & CO COMstock | $0 | – | -41 | -100.0% | -0.00% | – |
PUBM | Exit | PUBMATIC INC COM CL Astock | $0 | – | -154 | -100.0% | -0.00% | – |
ITT | Exit | ITT INC COMstock | $0 | – | -55 | -100.0% | -0.00% | – |
AOS | Exit | SMITH A O CORP COMstock | $0 | – | -66 | -100.0% | -0.00% | – |
EWJ | Exit | ISHARES MSCI JAPAN ETFetf | $0 | – | -100 | -100.0% | -0.00% | – |
VRTS | Exit | VIRTUS INVT PARTNERS INC COMstock | $0 | – | -28 | -100.0% | -0.00% | – |
EFX | Exit | EQUIFAX INC COMstock | $0 | – | -18 | -100.0% | -0.00% | – |
GLTR | Exit | ABERDEEN STANDARD PHYSICAL PRECIOUS METALS BASKET SHARES ETFetf | $0 | – | -90 | -100.0% | -0.00% | – |
FMC | Exit | FMC CORP COM NEWstock | $0 | – | -39 | -100.0% | -0.00% | – |
EMN | Exit | EASTMAN CHEM CO COMstock | $0 | – | -75 | -100.0% | -0.00% | – |
DJP | Exit | IPATH BLOOMBERG COMMODITY INDEX TOTAL RETURN ETNetf | $0 | – | -131 | -100.0% | -0.00% | – |
VNET | Exit | VNET GROUP INC SPONSORED ADS Aadr | $0 | – | -775 | -100.0% | -0.00% | – |
A | Exit | AGILENT TECHNOLOGIES INC COMstock | $0 | – | -43 | -100.0% | -0.00% | – |
PPL | Exit | PPL CORP COMstock | $0 | – | -168 | -100.0% | -0.00% | – |
SRE | Exit | SEMPRA COMstock | $0 | – | -65 | -100.0% | -0.00% | – |
CF | Exit | CF INDS HLDGS INC COMstock | $0 | – | -85 | -100.0% | -0.00% | – |
ALK | Exit | ALASKA AIR GROUP INC COMstock | $0 | – | -146 | -100.0% | -0.00% | – |
TYL | Exit | TYLER TECHNOLOGIES INC COMstock | $0 | – | -10 | -100.0% | -0.00% | – |
ETSY | Exit | ETSY INC COMstock | $0 | – | -38 | -100.0% | -0.00% | – |
CSPR | Exit | CASPER SLEEP INC COMstock | $0 | – | -1,000 | -100.0% | -0.00% | – |
LYV | Exit | LIVE NATION ENTERTAINMENT INC COMstock | $0 | – | -36 | -100.0% | -0.00% | – |
VEEV | Exit | VEEVA SYS INC CL A COMstock | $0 | – | -18 | -100.0% | -0.00% | – |
CTXS | Exit | CITRIX SYS INC COMstock | $0 | – | -47 | -100.0% | -0.00% | – |
GPN | Exit | GLOBAL PMTS INC COMstock | $0 | – | -50 | -100.0% | -0.00% | – |
JNPR | Exit | JUNIPER NETWORKS INC COMstock | $0 | – | -133 | -100.0% | -0.00% | – |
MOS | Exit | MOSAIC CO NEW COMstock | $0 | – | -107 | -100.0% | -0.00% | – |
APR | Exit | APRIA INC COMstock | $0 | – | -172 | -100.0% | -0.00% | – |
ATVI | Exit | ACTIVISION BLIZZARD INC COMstock | $0 | – | -136 | -100.0% | -0.00% | – |
PXD | Exit | PIONEER NAT RES CO COMstock | $0 | – | -21 | -100.0% | -0.00% | – |
NTAP | Exit | NETAPP INC COMstock | $0 | – | -54 | -100.0% | -0.00% | – |
RMD | Exit | RESMED INC COMstock | $0 | – | -35 | -100.0% | -0.00% | – |
CHD | Exit | CHURCH & DWIGHT CO INC COMstock | $0 | – | -54 | -100.0% | -0.00% | – |
SMG | Exit | SCOTTS MIRACLE-GRO CO CL Astock | $0 | – | -51 | -100.0% | -0.00% | – |
NUAN | Exit | NUANCE COMMUNICATIONS INC COMstock | $0 | – | -166 | -100.0% | -0.00% | – |
FWONK | Exit | LIBERTY MEDIA CORP DEL COM SER C FRMLAstock | $0 | – | -67 | -100.0% | -0.00% | – |
XLNX | Exit | XILINX INC COMstock | $0 | – | -33 | -100.0% | -0.00% | – |
MTD | Exit | METTLER TOLEDO INTERNATIONAL COMstock | $0 | – | -5 | -100.0% | -0.00% | – |
Exit | BATH & BODY WORKS INC COMstock | $0 | – | -63 | -100.0% | -0.00% | – | |
KMX | Exit | CARMAX INC COMstock | $0 | – | -40 | -100.0% | -0.00% | – |
PCAR | Exit | PACCAR INC COMstock | $0 | – | -68 | -100.0% | -0.00% | – |
KEYS | Exit | KEYSIGHT TECHNOLOGIES INC COMstock | $0 | – | -29 | -100.0% | -0.00% | – |
RJF | Exit | RAYMOND JAMES FINL INC COMstock | $0 | – | -52 | -100.0% | -0.00% | – |
FTS | Exit | FORTIS INC COMstock | $0 | – | -112 | -100.0% | -0.00% | – |
MNST | Exit | MONSTER BEVERAGE CORP NEW COMstock | $0 | – | -80 | -100.0% | -0.00% | – |
AIG | Exit | AMERICAN INTL GROUP INC COM NEWstock | $0 | – | -118 | -100.0% | -0.00% | – |
AIZ | Exit | ASSURANT INC COMstock | $0 | – | -32 | -100.0% | -0.00% | – |
DXC | Exit | DXC TECHNOLOGY CO COMstock | $0 | – | -109 | -100.0% | -0.00% | – |
PRFZ | Exit | INVESCO FTSE RAFI US 1500A SMALL-MIDA ETFetf | $0 | – | -40 | -100.0% | -0.00% | – |
TDG | Exit | TRANSDIGM GROUP INC COMstock | $0 | – | -11 | -100.0% | -0.00% | – |
EXPE | Exit | EXPEDIA GROUP INC COM NEWstock | $0 | – | -22 | -100.0% | -0.00% | – |
RAMP | Exit | LIVERAMP HLDGS INC COMstock | $0 | – | -97 | -100.0% | -0.00% | – |
OPEN | Exit | OPENDOOR TECHNOLOGIES INC COMstock | $0 | – | -433 | -100.0% | -0.00% | – |
BEN | Exit | FRANKLIN RESOURCES INC COMstock | $0 | – | -131 | -100.0% | -0.00% | – |
IVZ | Exit | INVESCO LTD SHSstock | $0 | – | -183 | -100.0% | -0.00% | – |
CBOE | Exit | CBOE GLOBAL MKTS INC COMstock | $0 | – | -36 | -100.0% | -0.00% | – |
EOG | Exit | EOG RES INC COMstock | $0 | – | -70 | -100.0% | -0.00% | – |
TTWO | Exit | TAKE-TWO INTERACTIVE SOFTWARE COMstock | $0 | – | -43 | -100.0% | -0.00% | – |
KEY | Exit | KEYCORP COMstock | $0 | – | -346 | -100.0% | -0.00% | – |
IP | Exit | INTERNATIONAL PAPER CO COMstock | $0 | – | -113 | -100.0% | -0.00% | – |
PKI | Exit | PERKINELMER INC COMstock | $0 | – | -27 | -100.0% | -0.00% | – |
UNM | Exit | UNUM GROUP COMstock | $0 | – | -186 | -100.0% | -0.00% | – |
BAM | Exit | BROOKFIELD ASSET MGMT INC CL A LTD VT SHstock | $0 | – | -157 | -100.0% | -0.00% | – |
WRK | Exit | WESTROCK CO COMstock | $0 | – | -85 | -100.0% | -0.00% | – |
EIX | Exit | EDISON INTL COMstock | $0 | – | -75 | -100.0% | -0.00% | – |
FNDC | Exit | SCHWAB FUNDAMENTAL INTERNATIONAL SMALL COMPANY INDEX ETFetf | $0 | – | -133 | -100.0% | -0.00% | – |
HSIC | Exit | HENRY SCHEIN INC COMstock | $0 | – | -54 | -100.0% | -0.00% | – |
LKQ | Exit | LKQ CORP COMstock | $0 | – | -150 | -100.0% | -0.00% | – |
VICI | Exit | VICI PPTYS INC COMreit | $0 | – | -263 | -100.0% | -0.00% | – |
MKTX | Exit | MARKETAXESS HLDGS INC COMstock | $0 | – | -13 | -100.0% | -0.00% | – |
BLL | Exit | BALL CORP COMstock | $0 | – | -62 | -100.0% | -0.00% | – |
ABMD | Exit | ABIOMED INC COMstock | $0 | – | -10 | -100.0% | -0.00% | – |
HES | Exit | HESS CORP COMstock | $0 | – | -60 | -100.0% | -0.00% | – |
TWLO | Exit | TWILIO INC CL Astock | $0 | – | -30 | -100.0% | -0.00% | – |
ANET | Exit | ARISTA NETWORKS INC COMstock | $0 | – | -44 | -100.0% | -0.00% | – |
AVY | Exit | AVERY DENNISON CORP COMstock | $0 | – | -29 | -100.0% | -0.00% | – |
WAT | Exit | WATERS CORP COMstock | $0 | – | -16 | -100.0% | -0.00% | – |
SHC | Exit | SOTERA HEALTH CO COMstock | $0 | – | -191 | -100.0% | -0.00% | – |
CTLT | Exit | CATALENT INC COMstock | $0 | – | -34 | -100.0% | -0.00% | – |
PLTR | Exit | PALANTIR TECHNOLOGIES INC CL Astock | $0 | – | -352 | -100.0% | -0.00% | – |
COO | Exit | COOPER COS INC COM NEWstock | $0 | – | -13 | -100.0% | -0.00% | – |
ODFL | Exit | OLD DOMINION FREIGHT LINE INC COMstock | $0 | – | -21 | -100.0% | -0.00% | – |
ROK | Exit | ROCKWELL AUTOMATION INC COMstock | $0 | – | -20 | -100.0% | -0.00% | – |
WST | Exit | WEST PHARMACEUTICAL SVSC INC COMstock | $0 | – | -15 | -100.0% | -0.00% | – |
XYL | Exit | XYLEM INC COMstock | $0 | – | -50 | -100.0% | -0.00% | – |
CERN | Exit | CERNER CORP COMstock | $0 | – | -63 | -100.0% | -0.00% | – |
XRAY | Exit | DENTSPLY SIRONA INC COMstock | $0 | – | -70 | -100.0% | -0.00% | – |
EPAM | Exit | EPAM SYS INC COMstock | $0 | – | -16 | -100.0% | -0.00% | – |
ARKF | Exit | ARK FINTECH INNOVATION ETFetf | $0 | – | -283 | -100.0% | -0.00% | – |
DNP | Exit | DNP SELECT INCOME FD INC COMcef | $0 | – | -1,123 | -100.0% | -0.00% | – |
HASI | Exit | HANNON ARMSTRONG SUST INFR CAP COMreit | $0 | – | -228 | -100.0% | -0.00% | – |
COIN | Exit | COINBASE GLOBAL INC COM CL Astock | $0 | – | -49 | -100.0% | -0.00% | – |
RDSA | Exit | ROYAL DUTCH SHELL PLC SPONS ADR Aadr | $0 | – | -290 | -100.0% | -0.00% | – |
CVNA | Exit | CARVANA CO CL Astock | $0 | – | -60 | -100.0% | -0.00% | – |
SPLK | Exit | SPLUNK INC COMstock | $0 | – | -100 | -100.0% | -0.00% | – |
PPG | Exit | PPG INDS INC COMstock | $0 | – | -64 | -100.0% | -0.00% | – |
APH | Exit | AMPHENOL CORP NEW CL Astock | $0 | – | -156 | -100.0% | -0.00% | – |
ARNA | Exit | ARENA PHARMACEUTICALS INC COM NEWstock | $0 | – | -105 | -100.0% | -0.00% | – |
DXCM | Exit | DEXCOM INC COMstock | $0 | – | -21 | -100.0% | -0.00% | – |
FTXL | Exit | FIRST TRUST NASDAQ SEMICONDUCTOR ETFetf | $0 | – | -120 | -100.0% | -0.00% | – |
BSX | Exit | BOSTON SCIENTIFIC CORP COMstock | $0 | – | -337 | -100.0% | -0.00% | – |
IFF | Exit | INTERNATIONAL FLAVORS&FRAGRANC COMstock | $0 | – | -85 | -100.0% | -0.00% | – |
SLF | Exit | SUN LIFE FINANCIAL INC. COMstock | $0 | – | -256 | -100.0% | -0.00% | – |
STZ | Exit | CONSTELLATION BRANDS INC CL Astock | $0 | – | -39 | -100.0% | -0.00% | – |
TME | Exit | TENCENT MUSIC ENTMT GROUP SPON ADSadr | $0 | – | -1,900 | -100.0% | -0.00% | – |
RGLD | Exit | ROYAL GOLD INC COMstock | $0 | – | -130 | -100.0% | -0.00% | – |
EEM | Exit | ISHARES MSCI EMERGING MARKETS ETFetf | $0 | – | -244 | -100.0% | -0.00% | – |
RDSB | Exit | ROYAL DUTCH SHELL PLC SPON ADR Badr | $0 | – | -300 | -100.0% | -0.00% | – |
IRTC | Exit | IRHYTHM TECHNOLOGIES INC COMstock | $0 | – | -100 | -100.0% | -0.00% | – |
QRVO | Exit | QORVO INC COMstock | $0 | – | -95 | -100.0% | -0.00% | – |
SCHE | Exit | SCHWAB EMERGING MARKETS EQUITY ETFetf | $0 | – | -560 | -100.0% | -0.00% | – |
ZNGA | Exit | ZYNGA INC CL Astock | $0 | – | -3,000 | -100.0% | -0.00% | – |
SI | Exit | SILVERGATE CAP CORP CL Astock | $0 | – | -136 | -100.0% | -0.00% | – |
IQV | Exit | IQVIA HLDGS INC COMstock | $0 | – | -63 | -100.0% | -0.00% | – |
ESGE | Exit | ISHARES MSCI EM ESG SELECT ETFetf | $0 | – | -507 | -100.0% | -0.00% | – |
SQ | Exit | BLOCK INC CL Astock | $0 | – | -100 | -100.0% | -0.00% | – |
NDAQ | Exit | NASDAQ INC COMstock | $0 | – | -85 | -100.0% | -0.00% | – |
PHM | Exit | PULTE GROUP INC COMstock | $0 | – | -346 | -100.0% | -0.00% | – |
JAZZ | Exit | JAZZ PHARMACEUTICALS PLC SHS USDstock | $0 | – | -134 | -100.0% | -0.00% | – |
MSCI | Exit | MSCI INC COMstock | $0 | – | -29 | -100.0% | -0.00% | – |
TRUP | Exit | TRUPANION INC COMstock | $0 | – | -150 | -100.0% | -0.00% | – |
PTON | Exit | PELOTON INTERACTIVE INC CL A COMstock | $0 | – | -600 | -100.0% | -0.00% | – |
NLOK | Exit | NORTONLIFELOCK INC COMstock | $0 | – | -687 | -100.0% | -0.00% | – |
ASML | Exit | ASML HOLDING N V N Y REGISTRY SHSadr | $0 | – | -24 | -100.0% | -0.00% | – |
LIT | Exit | GLOBAL X LITHIUM & BATTERY TECH ETFetf | $0 | – | -206 | -100.0% | -0.00% | – |
ERX | Exit | DIREXION DAILY ENERGY BULL 2X SHARESetf | $0 | – | -800 | -100.0% | -0.00% | – |
HQH | Exit | TEKLA HEALTHCARE INVS SH BEN INTcef | $0 | – | -1,118 | -100.0% | -0.00% | – |
PSA | Exit | PUBLIC STORAGE COMreit | $0 | – | -61 | -100.0% | -0.00% | – |
SIMO | Exit | SILICON MOTION TECHNOLOGY CORP SPONSORED ADRadr | $0 | – | -271 | -100.0% | -0.00% | – |
RPRX | Exit | ROYALTY PHARMA PLC SHS CLASS Astock | $0 | – | -581 | -100.0% | -0.00% | – |
SLP | Exit | SIMULATIONS PLUS INC COMstock | $0 | – | -500 | -100.0% | -0.00% | – |
MGP | Exit | MGM GROWTH PPTYS LLC CL A COMreit | $0 | – | -640 | -100.0% | -0.00% | – |
MDYG | Exit | SPDR S&P 400 MID CAP GROWTH ETFetf | $0 | – | -300 | -100.0% | -0.00% | – |
DIG | Exit | PROSHARES ULTRA OIL & GASetf | $0 | – | -312 | -100.0% | -0.00% | – |
ROKU | Exit | ROKU INC COM CL Astock | $0 | – | -100 | -100.0% | -0.00% | – |
AWF | Exit | ALLIANCEBERNSTEIN GLOBAL HIGH COMcef | $0 | – | -2,033 | -100.0% | -0.00% | – |
LNG | Exit | CHENIERE ENERGY INC COM NEWstock | $0 | – | -260 | -100.0% | -0.00% | – |
RH | Exit | RH COMstock | $0 | – | -41 | -100.0% | -0.00% | – |
MCO | Exit | MOODYS CORP COMstock | $0 | – | -57 | -100.0% | -0.00% | – |
PVH | Exit | PVH CORPORATION COMstock | $0 | – | -277 | -100.0% | -0.01% | – |
ASLE | Exit | AERSALE CORPORATION COMstock | $0 | – | -1,790 | -100.0% | -0.01% | – |
CNP | Exit | CENTERPOINT ENERGY INC COMstock | $0 | – | -1,174 | -100.0% | -0.01% | – |
ROBO | Exit | ROBO GLOBAL ROBOTICS AND AUTOMATION INDEX ETFetf | $0 | – | -442 | -100.0% | -0.01% | – |
PDI | Exit | PIMCO DYNAMIC INCOME FD SHScef | $0 | – | -1,104 | -100.0% | -0.01% | – |
SOXX | Exit | ISHARES SEMICONDUCTOR FUNDetf | $0 | – | -54 | -100.0% | -0.01% | – |
EBAY | Exit | EBAY INC. COMstock | $0 | – | -445 | -100.0% | -0.01% | – |
BKNG | Exit | BOOKING HOLDINGS INC COMstock | $0 | – | -13 | -100.0% | -0.01% | – |
ZM | Exit | ZOOM VIDEO COMMUNICATIONS INC CL Astock | $0 | – | -202 | -100.0% | -0.01% | – |
KRE | Exit | SPDR S&P REGIONAL BANKING ETFetf | $0 | – | -519 | -100.0% | -0.01% | – |
IGN | Exit | ISHARES NORTH AMERICAN TECH-MULTIMEDIA NETWORKING ETFetf | $0 | – | -400 | -100.0% | -0.01% | – |
CONE | Exit | CYRUSONE INC COMreit | $0 | – | -387 | -100.0% | -0.01% | – |
SBAC | Exit | SBA COMMUNICATIONS CORP NEW CL Areit | $0 | – | -116 | -100.0% | -0.01% | – |
DDOG | Exit | DATADOG INC CL A COMstock | $0 | – | -236 | -100.0% | -0.01% | – |
GBIL | Exit | GOLDMAN SACHS ACCESS TREASURY 0-1 YEAR ETFetf | $0 | – | -500 | -100.0% | -0.01% | – |
JPST | Exit | JPMORGAN ULTRA-SHORT INCOME ETFetf | $0 | – | -1,000 | -100.0% | -0.01% | – |
BBY | Exit | BEST BUY INC COMstock | $0 | – | -487 | -100.0% | -0.01% | – |
BGB | Exit | BLACKSTONE STRATEGIC CREDIT FD COM SHS BEN INcef | $0 | – | -3,650 | -100.0% | -0.01% | – |
BCAT | Exit | BLACKROCK CAP ALLOCATION TR COMcef | $0 | – | -3,183 | -100.0% | -0.01% | – |
PAG | Exit | PENSKE AUTOMOTIVE GRP INC COMstock | $0 | – | -611 | -100.0% | -0.01% | – |
KKR | Exit | KKR & CO INC COMstock | $0 | – | -1,107 | -100.0% | -0.01% | – |
BRW | Exit | SABA CAPITAL INCOME & OPRNT FD SHAREScef | $0 | – | -19,965 | -100.0% | -0.02% | – |
AMCR | Exit | AMCOR PLC ORDstock | $0 | – | -8,108 | -100.0% | -0.02% | – |
XBI | Exit | SPDR S&P BIOTECH ETFetf | $0 | – | -977 | -100.0% | -0.02% | – |
BABA | Exit | ALIBABA GROUP HLDG LTD SPONSORED ADSadr | $0 | – | -994 | -100.0% | -0.02% | – |
SU | Exit | SUNCOR ENERGY INC NEW COMstock | $0 | – | -5,427 | -100.0% | -0.02% | – |
FBC | Exit | FLAGSTAR BANCORP INC COM PAR .001stock | $0 | – | -4,100 | -100.0% | -0.03% | – |
FMAO | Exit | FARMERS & MERCHANTS BANCORP IN COMstock | $0 | – | -91,438 | -100.0% | -0.49% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-06
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.