$1.17 Million is the total value of Asset Dedication, LLC's 1053 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 20.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| DFAC | Buy | Dimensional U.S. Core Equity 2 ETFetf | $85,703 | +3.0% | 3,270,828 | +6.7% | 7.30% | +2.9% |
| DFAT | Buy | Dimensional U.S. Targeted Value ETFetf | $85,345 | +2.9% | 1,867,477 | +4.4% | 7.27% | +2.7% |
| Buy | Dimensional World ex U.S. Core Equity 2 ETFetf | $58,648 | +3.5% | 2,604,180 | +7.1% | 5.00% | +3.4% | |
| Buy | Dimensional Emerging Markets Value ETFetf | $46,856 | +3.3% | 1,978,383 | +6.4% | 3.99% | +3.2% | |
| Buy | Dimensional Emerging Markets Core Equity 2 ETFetf | $46,293 | +1.9% | 1,986,884 | +5.2% | 3.94% | +1.8% | |
| BSCN | Sell | BulletShares Corporate Bond ETF 12/15/2023etf | $38,772 | -0.3% | 1,826,958 | -0.6% | 3.30% | -0.4% |
| BSCO | Sell | BulletShares Corporate Bond ETF 12/15/2024etf | $35,687 | +0.1% | 1,727,089 | -0.4% | 3.04% | -0.0% |
| Sell | Dimensional International Core Equity 2 ETFetf | $28,485 | -5.5% | 1,220,055 | -1.8% | 2.43% | -5.6% | |
| BSCP | Sell | BulletShares Corporate Bond ETF 12/15/2025etf | $27,292 | -0.5% | 1,358,047 | -0.5% | 2.32% | -0.7% |
| Buy | Dimensional International Small Cap Value ETFetf | $23,872 | +8.2% | 1,004,528 | +7.6% | 2.03% | +8.0% | |
| DFUS | Buy | Dimensional U.S. Equity ETFetf | $21,865 | +136.6% | 469,594 | +144.5% | 1.86% | +136.3% |
| BSCQ | Buy | BulletShares Corporate Bond ETF 12/15/2026etf | $20,591 | -0.6% | 1,096,653 | +0.2% | 1.75% | -0.7% |
| MDYV | Buy | SPDR S&P 400 Mid Cap Value ETFetf | $18,396 | -4.5% | 283,638 | +1.3% | 1.57% | -4.6% |
| SCHX | Sell | Schwab U.S. Large-Cap ETFetf | $18,258 | -7.9% | 360,599 | -4.7% | 1.56% | -8.0% |
| AAPL | Buy | Apple Incequities | $18,144 | -11.3% | 105,877 | +0.4% | 1.54% | -11.5% |
| MSFT | Buy | Microsoft Corpequities | $14,605 | -5.4% | 46,137 | +1.7% | 1.24% | -5.5% |
| SLYV | Sell | SPDR S&P 600 Small Cap Value ETFetf | $11,979 | -8.9% | 165,467 | -2.8% | 1.02% | -9.0% |
| BSCR | Buy | BulletShares Corporate Bond ETF 12/15/2027etf | $10,177 | -1.0% | 543,549 | +0.7% | 0.87% | -1.0% |
| NVDA | Buy | NVIDIA Corpequities | $9,629 | +5.9% | 22,175 | +3.0% | 0.82% | +5.8% |
| IEFA | Sell | iShares Core MSCI EAFE ETFetf | $9,588 | -9.0% | 148,836 | -4.7% | 0.82% | -9.0% |
| ITOT | Sell | iShares Core S&P Total U.S. Stock Market ETFetf | $9,041 | -12.3% | 95,983 | -8.9% | 0.77% | -12.4% |
| IJS | Sell | iShares S&P Small-Cap 600 Value ETFetf | $8,799 | -7.8% | 98,609 | -1.7% | 0.75% | -7.9% |
| DGRO | Sell | iShares Core Dividend Growth ETFetf | $8,702 | -10.9% | 175,819 | -7.3% | 0.74% | -11.0% |
| FNDE | Sell | Schwab Fundamental Emerging Markets Large Company Index ETFetf | $7,998 | -2.8% | 305,269 | -0.6% | 0.68% | -3.0% |
| IBDO | Sell | iShares Corporate Bond ETF 12/31/2023etf | $7,740 | -1.2% | 305,660 | -1.4% | 0.66% | -1.3% |
| AMZN | Sell | Amazon.com Incequities | $7,580 | -3.1% | 59,353 | -0.9% | 0.65% | -3.1% |
| IBDP | Sell | iShares Corporate Bond ETF 12/31/2024etf | $7,546 | -0.8% | 305,300 | -1.3% | 0.64% | -0.9% |
| BSJN | Sell | BulletShares HY Corporate Bond ETF 12/15/2023etf | $7,532 | -0.9% | 320,769 | -0.8% | 0.64% | -1.1% |
| UNH | Buy | UnitedHealth Group Incequities | $7,145 | +10.9% | 13,864 | +2.0% | 0.61% | +10.9% |
| JPM | Buy | JPMorgan Chase & Coequities | $7,105 | -0.1% | 49,144 | +0.2% | 0.60% | -0.2% |
| BSCS | Buy | BulletShares Corporate Bond ETF 12/15/2028etf | $7,000 | -1.8% | 361,558 | +0.3% | 0.60% | -2.0% |
| IBHC | Sell | iShares High Yield Bond ETF 12/15/2023etf | $6,678 | -0.9% | 282,925 | -0.9% | 0.57% | -0.9% |
| IEMG | Sell | iShares Core MSCI Emerging Markets ETFetf | $6,684 | -7.8% | 140,935 | -4.6% | 0.57% | -7.9% |
| XOM | Buy | Exxon Mobil Corpequities | $6,589 | +12.3% | 55,998 | +2.7% | 0.56% | +12.2% |
| SCHA | Sell | Schwab U.S. Small-Cap ETFetf | $6,046 | -6.3% | 146,016 | -0.7% | 0.52% | -6.4% |
| FB | Sell | Facebook Inc Aequities | $6,009 | +3.0% | 19,941 | -2.2% | 0.51% | +3.0% |
| V | Buy | Visa Inc Class Aequities | $6,015 | -2.4% | 26,167 | +0.5% | 0.51% | -2.7% |
| BSJO | Sell | BulletShares HY Corporate Bond ETF 12/15/2024etf | $5,946 | -1.0% | 264,723 | -1.1% | 0.51% | -1.2% |
| BSCT | Buy | BulletShares Corporate Bond ETF 12/15/2029etf | $5,752 | -0.9% | 328,854 | +1.6% | 0.49% | -1.0% |
| IJJ | Sell | iShares S&P Mid-Cap 400 Value ETFetf | $5,696 | -6.9% | 56,479 | -1.3% | 0.48% | -7.1% |
| VTI | Buy | Vanguard Total Stock Market Index Fund ETF Sharesequities | $5,624 | +11.7% | 26,482 | +15.8% | 0.48% | +11.7% |
| MRK | Buy | Merck & Co Incequities | $5,528 | -9.2% | 53,479 | +1.6% | 0.47% | -9.2% |
| MCD | Sell | McDonald's Corpequities | $5,530 | -11.7% | 20,921 | -0.6% | 0.47% | -11.8% |
| HD | Buy | The Home Depot Incequities | $5,521 | -1.9% | 18,204 | +0.5% | 0.47% | -2.1% |
| AVGO | Sell | Broadcom Ltdequities | $5,452 | -6.5% | 6,611 | -1.2% | 0.46% | -6.6% |
| AXP | Buy | American Express Coequities | $5,388 | -14.0% | 36,012 | +0.1% | 0.46% | -14.0% |
| CAT | Sell | Caterpillar Incequities | $5,377 | +7.6% | 19,755 | -3.6% | 0.46% | +7.5% |
| PG | Buy | Procter & Gamble Coequities | $5,364 | +0.3% | 36,723 | +4.0% | 0.46% | +0.2% |
| COST | Sell | Costco Wholesale Corpequities | $5,239 | +2.6% | 9,271 | -1.6% | 0.45% | +2.5% |
| WMT | Buy | Wal-Mart Stores Incequities | $5,160 | +2.8% | 32,334 | +1.3% | 0.44% | +2.6% |
| NFLX | Sell | Netflix Incequities | $5,016 | -15.0% | 13,169 | -1.4% | 0.43% | -15.1% |
| JNJ | Sell | Johnson & Johnsonequities | $4,837 | -5.6% | 31,032 | -0.2% | 0.41% | -5.7% |
| CSCO | Buy | Cisco Systems Incequities | $4,835 | +4.6% | 89,992 | +0.6% | 0.41% | +4.6% |
| PEP | Buy | PepsiCo Incequities | $4,718 | -4.0% | 27,674 | +4.5% | 0.40% | -4.1% |
| BRKB | Buy | Berkshire Hathaway Inc Bequities | $4,611 | +12.8% | 13,217 | +9.6% | 0.39% | +12.9% |
| LLY | Buy | Eli Lilly and Coequities | $4,571 | +18.4% | 8,456 | +2.0% | 0.39% | +18.2% |
| CVX | Buy | Chevron Corpequities | $4,544 | +9.8% | 26,743 | +1.8% | 0.39% | +9.6% |
| AMGN | Buy | Amgen Incequities | $4,331 | +38.6% | 16,113 | +15.4% | 0.37% | +38.7% |
| MA | Buy | MasterCard Inc Aequities | $4,282 | +8.9% | 10,804 | +8.1% | 0.36% | +9.0% |
| TXN | Sell | Texas Instruments Incequities | $4,123 | -15.7% | 25,964 | -4.2% | 0.35% | -15.8% |
| GOOGL | Buy | Alphabet Inc Aequities | $4,096 | +14.1% | 31,274 | +4.1% | 0.35% | +14.1% |
| INTC | Buy | Intel Corpequities | $4,061 | +26.0% | 114,341 | +18.1% | 0.35% | +25.8% |
| KO | Sell | Coca-Cola Coequities | $3,893 | -9.6% | 69,331 | -3.1% | 0.33% | -9.5% |
| IBM | Buy | International Business Machines Corpequities | $3,795 | +7.8% | 26,899 | +2.3% | 0.32% | +7.7% |
| GS | Buy | Goldman Sachs Group Incequities | $3,752 | +2.5% | 11,459 | +2.2% | 0.32% | +2.6% |
| BSCU | Buy | BulletShares Corporate Bond ETF 12/15/2030etf | $3,674 | +0.2% | 235,953 | +4.1% | 0.31% | 0.0% |
| SPEM | Sell | SPDR Portfolio Emerging Markets ETFetf | $3,641 | -2.7% | 108,303 | -0.5% | 0.31% | -2.8% |
| GOOG | Sell | Alphabet Inc Cequities | $3,614 | +6.8% | 27,306 | -2.0% | 0.31% | +6.9% |
| BSMN | Sell | BulletShares Municipal Bond ETF 12/15/2023etf | $3,514 | -2.0% | 140,371 | -1.7% | 0.30% | -2.3% |
| SCHB | Sell | Schwab U.S. Broad Market ETFetf | $3,492 | -5.9% | 70,199 | -2.3% | 0.30% | -6.0% |
| BA | Buy | Boeing Coequities | $3,437 | +2.1% | 17,980 | +12.0% | 0.29% | +2.1% |
| HON | Buy | Honeywell International Incequities | $3,383 | -6.9% | 18,249 | +3.8% | 0.29% | -7.1% |
| TMUS | Buy | T-Mobile US Incequities | $3,317 | +19.1% | 23,489 | +18.3% | 0.28% | +19.0% |
| ORCL | Sell | Oracle Corpequities | $3,316 | -11.4% | 31,371 | -0.6% | 0.28% | -11.6% |
| NKE | Sell | Nike Inc Bequities | $3,234 | -19.3% | 33,740 | -7.0% | 0.28% | -19.4% |
| LOW | Buy | Lowe's Companies Incequities | $3,095 | -5.8% | 14,904 | +2.4% | 0.26% | -5.7% |
| ITW | Buy | Illinois Tool Works Incequities | $3,072 | -7.3% | 13,393 | +2.7% | 0.26% | -7.4% |
| SPY | Sell | SPDR S&P 500 ETFetf | $3,056 | -4.4% | 7,152 | -0.9% | 0.26% | -4.4% |
| INTU | Buy | Intuit Incequities | $3,000 | +15.3% | 5,741 | +0.2% | 0.26% | +14.9% |
| SCHG | Buy | Schwab U.S. Large-Cap Growth ETFetf | $2,845 | -3.0% | 39,102 | +0.0% | 0.24% | -3.2% |
| VOO | Buy | Vanguard 500 Index Fund ETF Classetf | $2,846 | -2.9% | 7,245 | +0.7% | 0.24% | -3.2% |
| CRM | Buy | Salesforce.com Incequities | $2,732 | -2.5% | 13,534 | +1.5% | 0.23% | -2.5% |
| BAC | Buy | Bank of America Corporationequities | $2,730 | -3.6% | 99,298 | +0.5% | 0.23% | -4.1% |
| DIS | Sell | Walt Disney Coequities | $2,678 | -11.6% | 33,010 | -2.6% | 0.23% | -11.6% |
| ESML | Buy | iShares ESG Aware MSCI USA Small-Cap ETFetf | $2,679 | -0.6% | 79,594 | +4.8% | 0.23% | -0.9% |
| BSMO | Buy | BulletShares Municipal Bond ETF 12/15/2024etf | $2,648 | +1.9% | 107,483 | +2.5% | 0.23% | +2.3% |
| SBUX | Buy | Starbucks Corpequities | $2,563 | -3.0% | 28,111 | +5.2% | 0.22% | -3.1% |
| IVV | Buy | iShares Core S&P 500 ETFetf | $2,530 | +0.4% | 5,910 | +4.1% | 0.22% | 0.0% |
| IXUS | iShares Core MSCI Total International Stock ETFetf | $2,527 | -4.5% | 42,163 | 0.0% | 0.22% | -4.9% | |
| IBDQ | Sell | iShares Corporate Bond ETF 12/31/2025etf | $2,454 | -0.9% | 101,872 | -0.6% | 0.21% | -0.9% |
| ADBE | Sell | Adobe Systems Incequities | $2,428 | -2.8% | 4,738 | -7.6% | 0.21% | -2.8% |
| ABT | Buy | Abbott Laboratoriesequities | $2,415 | -11.3% | 24,984 | +0.3% | 0.21% | -11.2% |
| VHT | Buy | Vanguard Health Care Index Fund ETF Sharesetf | $2,350 | -0.6% | 10,122 | +2.3% | 0.20% | -1.0% |
| CL | Buy | Colgate-Palmolive Coequities | $2,336 | -7.4% | 33,024 | +0.8% | 0.20% | -7.4% |
| SCHV | Sell | Schwab U.S. Large-Cap Value ETFetf | $2,262 | -8.1% | 35,085 | -4.4% | 0.19% | -8.1% |
| VDC | Buy | Vanguard Consumer Staples Index Fund ETF Sharesetf | $2,220 | -3.6% | 12,241 | +3.1% | 0.19% | -3.6% |
| DOW | Buy | Dow Chemical Coequities | $2,189 | -0.2% | 42,638 | +2.7% | 0.19% | -0.5% |
| AMD | Buy | Advanced Micro Devices Incequities | $2,173 | -7.4% | 21,221 | +2.8% | 0.18% | -7.5% |
| BSMP | Buy | BulletShares Municipal Bond ETF 12/15/2025etf | $2,158 | +1.1% | 89,866 | +2.5% | 0.18% | +1.1% |
| ABBV | Buy | AbbVie Incequities | $2,146 | +19.1% | 14,395 | +8.4% | 0.18% | +18.8% |
| SUSA | Sell | iShares MSCI USA ESG Select ETFetf | $2,133 | -4.5% | 23,715 | -0.5% | 0.18% | -4.2% |
| MMM | Buy | 3M Coequities | $2,077 | +8.9% | 22,568 | +21.8% | 0.18% | +8.6% |
| VZ | Sell | Verizon Communications Incequities | $2,005 | -21.2% | 61,715 | -10.5% | 0.17% | -21.2% |
| QCOM | Buy | Qualcomm Incequities | $1,993 | -4.6% | 17,897 | +1.8% | 0.17% | -4.5% |
| ADP | Buy | Automatic Data Processing Incequities | $1,912 | +11.5% | 7,977 | +2.5% | 0.16% | +11.6% |
| DIA | SPDR Dow Jones Industrial Average ETFetf | $1,878 | -2.6% | 5,610 | 0.0% | 0.16% | -2.4% | |
| BSMQ | Buy | BulletShares Municipal Bond ETF 12/15/2026etf | $1,850 | +1.7% | 80,339 | +3.7% | 0.16% | +1.9% |
| Buy | Dimensional International Sstby Cr 1 ETFetf | $1,838 | +23.1% | 63,823 | +30.1% | 0.16% | +23.6% | |
| IJT | Buy | iShares S&P Small-Cap 600 Growth ETFetf | $1,786 | -4.1% | 16,305 | +0.2% | 0.15% | -4.4% |
| DHR | Buy | Danaher Corpequities | $1,773 | +16.9% | 7,216 | +13.4% | 0.15% | +17.1% |
| SCHD | Buy | Schwab U.S. Dividend Equity ETFetf | $1,775 | -2.6% | 25,079 | +0.0% | 0.15% | -2.6% |
| SPTM | Sell | SPDR Portfolio Total Stock Market ETFetf | $1,764 | -3.8% | 33,549 | -0.3% | 0.15% | -3.8% |
| VEA | Buy | Vanguard FTSE Developed Markets Index Fund ETF Sharesetf | $1,750 | -3.5% | 40,033 | +2.0% | 0.15% | -3.9% |
| NOW | Buy | ServiceNow Incequities | $1,706 | +1.9% | 3,044 | +2.1% | 0.14% | +1.4% |
| AVUV | Sell | Avantis U.S. Small Cap Value ETFetf | $1,676 | -0.2% | 21,524 | -0.8% | 0.14% | 0.0% |
| IBML | iShares Muni Bond ETF 12/2/2023etf | $1,676 | +0.1% | 65,652 | 0.0% | 0.14% | 0.0% | |
| AVEM | Sell | Avantis Emerging Markets Equity ETFetf | $1,669 | -2.9% | 31,700 | -1.1% | 0.14% | -3.4% |
| IJR | Buy | iShares Core S&P Small-Cap ETFetf | $1,661 | -1.9% | 17,598 | +3.3% | 0.14% | -2.1% |
| VTV | Sell | Vanguard Value Index Fund ETF Sharesetf | $1,654 | -3.2% | 11,984 | -0.2% | 0.14% | -3.4% |
| SO | Buy | Southern Coequities | $1,626 | -4.9% | 25,127 | +3.2% | 0.14% | -5.5% |
| ESGE | Sell | iShares MSCI EM ESG Optimized ETFetf | $1,562 | -6.3% | 51,545 | -2.3% | 0.13% | -6.3% |
| BDX | Buy | Becton Dickinson & Coequities | $1,549 | -1.0% | 5,944 | +1.0% | 0.13% | -0.8% |
| Buy | Dimensnl Emg Mrkt Susetf | $1,552 | +20.3% | 52,751 | +24.7% | 0.13% | +20.0% | |
| IWF | iShares Russell 1000 Growth ETFetf | $1,535 | -3.6% | 5,780 | 0.0% | 0.13% | -3.7% | |
| FNDC | Sell | Schwab Fundamental International Small Company Index ETFetf | $1,542 | -15.8% | 48,240 | -13.0% | 0.13% | -16.0% |
| ETN | Buy | Eaton Corp PLCequities | $1,487 | +9.5% | 6,985 | +3.3% | 0.13% | +9.5% |
| PEG | Buy | Public Service Enterprise Group Incequities | $1,492 | -6.0% | 26,245 | +4.0% | 0.13% | -5.9% |
| WBA | Buy | Walgreens Boots Alliance Incequities | $1,485 | -10.2% | 66,994 | +14.4% | 0.13% | -10.6% |
| VBR | Buy | Vanguard Small-Cap Value Index Fund ETF Sharesetf | $1,459 | +6.8% | 9,140 | +10.6% | 0.12% | +6.9% |
| NEE | Buy | NextEra Energy Incequities | $1,451 | -14.4% | 25,357 | +10.8% | 0.12% | -14.5% |
| CPRI | Buy | Capri Holdings Ltdequities | $1,454 | +86.4% | 27,562 | +26.8% | 0.12% | +85.1% |
| DD | Buy | DuPont de Nemours Incequities | $1,447 | +5.0% | 19,433 | +1.3% | 0.12% | +5.1% |
| LMT | Buy | Lockheed Martin Corpequities | $1,428 | +44.1% | 3,517 | +63.1% | 0.12% | +45.2% |
| IBHD | Sell | iShares High Yield Bond ETF 12/15/2024etf | $1,416 | -0.7% | 62,234 | -0.6% | 0.12% | -0.8% |
| HUBB | Hubbell Incequities | $1,417 | -5.5% | 4,520 | 0.0% | 0.12% | -5.5% | |
| CMCSA | Buy | Comcast Corp Class Aequities | $1,409 | +15.7% | 31,809 | +6.3% | 0.12% | +15.4% |
| FNDA | Sell | Schwab Fundamental U.S. Small Company Index ETFetf | $1,394 | -5.1% | 28,747 | -1.3% | 0.12% | -4.8% |
| DUK | Buy | Duke Energy Corpequities | $1,403 | +2.9% | 15,905 | +4.3% | 0.12% | +2.6% |
| CVS | Sell | CVS Health Corpequities | $1,373 | -21.5% | 19,670 | -22.4% | 0.12% | -21.5% |
| EEMV | Sell | iShares Edge MSCI Min Vol Emerging Markets ETFetf | $1,341 | -10.2% | 25,375 | -7.5% | 0.11% | -10.2% |
| TLTE | Sell | FlexShares Morningstar Emerging Markets Factor Tilt Index Fundetf | $1,344 | -3.2% | 28,054 | -1.2% | 0.11% | -3.4% |
| IWB | Sell | iShares Russell 1000 ETFetf | $1,319 | -5.2% | 5,623 | -1.5% | 0.11% | -5.9% |
| Buy | BulletShares Corporate Bond ETF 12/15/2031etf | $1,305 | +7.1% | 85,597 | +12.4% | 0.11% | +6.7% | |
| SRE | Buy | Sempra Energyequities | $1,297 | -2.3% | 19,300 | +110.0% | 0.11% | -2.7% |
| HRL | Buy | Hormel Foods Corpequities | $1,280 | -1.2% | 33,650 | +4.9% | 0.11% | -0.9% |
| GPC | Buy | Genuine Parts Coequities | $1,277 | -10.6% | 8,871 | +5.8% | 0.11% | -10.7% |
| Buy | Dimensional US Sustainability Core 1 ETFetf | $1,280 | +35.2% | 46,123 | +39.8% | 0.11% | +34.6% | |
| BSMR | Buy | BulletShares Municipal Bond ETF 12/15/2027etf | $1,285 | +6.6% | 56,242 | +10.3% | 0.11% | +5.8% |
| DEW | WisdomTree Global High Dividend Fundetf | $1,232 | -2.6% | 27,175 | 0.0% | 0.10% | -2.8% | |
| EDIV | Sell | SPDR S&P Emerging Markets Dividend ETFetf | $1,233 | +4.4% | 41,600 | -0.3% | 0.10% | +4.0% |
| VUG | Sell | Vanguard Growth Index Fund ETF Sharesetf | $1,233 | -4.4% | 4,523 | -0.7% | 0.10% | -4.5% |
| PYPL | Buy | PayPal Holdings Incequities | $1,219 | -10.0% | 20,878 | +1.5% | 0.10% | -9.6% |
| DVY | iShares Select Dividend ETFetf | $1,212 | -4.9% | 11,261 | 0.0% | 0.10% | -5.5% | |
| XEL | Buy | Xcel Energy Incequities | $1,212 | -2.7% | 21,156 | +5.6% | 0.10% | -2.8% |
| AEP | Buy | American Electric Power Co Incequities | $1,206 | -7.1% | 15,950 | +4.7% | 0.10% | -7.2% |
| IWD | Sell | iShares Russell 1000 Value ETFetf | $1,206 | -5.3% | 7,942 | -1.4% | 0.10% | -5.5% |
| EXC | Buy | Exelon Corpequities | $1,198 | 0.0% | 31,832 | +8.7% | 0.10% | 0.0% |
| VPU | Sell | Vanguard Utilities Index Fund ETF Sharesetf | $1,188 | -16.2% | 9,324 | -7.0% | 0.10% | -16.5% |
| D | Buy | Dominion Resources Incequities | $1,189 | -8.0% | 26,454 | +5.5% | 0.10% | -8.2% |
| AWK | Buy | American Water Works Co Incequities | $1,185 | -9.1% | 9,654 | +6.0% | 0.10% | -9.0% |
| ESGD | Sell | iShares MSCI EAFE ESG Optimized ETFetf | $1,124 | -5.3% | 16,189 | -0.3% | 0.10% | -5.0% |
| O | Buy | Realty Income Corpequities | $1,131 | -12.7% | 22,814 | +5.4% | 0.10% | -12.7% |
| EPD | Sell | Enterprise Prd Prtnrs Lpmlp | $1,094 | -0.6% | 40,112 | -3.6% | 0.09% | -1.1% |
| SLB | Sell | Schlumberger Ltdequities | $1,093 | +17.8% | 18,748 | -0.7% | 0.09% | +17.7% |
| SCHF | Buy | Schwab International Equity ETFetf | $1,071 | -4.0% | 31,332 | +0.2% | 0.09% | -4.2% |
| IWV | iShares Russell 3000 ETFetf | $1,053 | -3.7% | 4,294 | 0.0% | 0.09% | -3.2% | |
| Buy | Avantis Emerging Markets Value ETFetf | $1,048 | -0.6% | 24,148 | +0.1% | 0.09% | -1.1% | |
| BMY | Sell | Bristol-Myers Squibb Companyequities | $1,048 | -9.7% | 18,072 | -0.9% | 0.09% | -10.1% |
| ACN | Buy | Accenture PLC Aequities | $1,028 | +1.0% | 3,353 | +1.3% | 0.09% | +1.1% |
| PFE | Sell | Pfizer Incequities | $1,036 | -41.8% | 31,531 | -35.4% | 0.09% | -42.1% |
| TMO | Sell | Thermo Fisher Scientific Incequities | $1,018 | -33.4% | 1,990 | -32.2% | 0.09% | -33.1% |
| CB | Buy | Chubb Ltdequities | $1,019 | +20.6% | 4,903 | +11.9% | 0.09% | +20.8% |
| GD | Sell | General Dynamics Corpequities | $1,003 | +0.7% | 4,573 | -2.2% | 0.08% | 0.0% |
| VO | Buy | Vanguard Mid-Cap Index Fund ETF Sharesetf | $957 | -5.6% | 4,598 | +0.0% | 0.08% | -4.7% |
| TSLA | Sell | Tesla Motors Incequities | $947 | -5.6% | 3,749 | -2.3% | 0.08% | -5.8% |
| EMXC | Buy | iShares MSCI Emerging Markets ex China ETFetf | $942 | +11.5% | 18,984 | +16.9% | 0.08% | +11.1% |
| NOC | Sell | Northrop Grumman Corpequities | $945 | -6.7% | 2,156 | -3.2% | 0.08% | -7.0% |
| DFAS | Buy | Dimensional U.S. Small Cap ETFetf | $919 | -0.6% | 17,499 | +3.5% | 0.08% | -1.3% |
| IDEV | Sell | iShares Core MSCI International Developed Markets ETFetf | $904 | -6.3% | 15,476 | -2.1% | 0.08% | -6.1% |
| T | Sell | AT&T Incequities | $906 | -11.9% | 60,022 | -6.4% | 0.08% | -12.5% |
| SAP | Sell | SAP SE ADRequities | $892 | -7.5% | 6,962 | -2.3% | 0.08% | -7.3% |
| DE | Buy | Deere & Coequities | $883 | -0.7% | 2,320 | +5.9% | 0.08% | -1.3% |
| ANTM | Sell | Anthem Incequities | $868 | -14.9% | 2,001 | -12.8% | 0.07% | -14.9% |
| IBDR | Sell | iShares Corporate Bond ETF 12/31/2026etf | $870 | -1.2% | 37,399 | -0.6% | 0.07% | -1.3% |
| APD | Buy | Air Products & Chemicals Incequities | $859 | +0.7% | 3,028 | +5.8% | 0.07% | 0.0% |
| MS | Sell | Morgan Stanleyequities | $851 | -5.9% | 10,491 | -1.3% | 0.07% | -6.5% |
| Buy | Linde PLCequities | $840 | -2.4% | 2,267 | +0.3% | 0.07% | -1.4% | |
| SLYG | Sell | SPDR S&P 600 Small Cap Growth ETFetf | $817 | -5.4% | 11,150 | -1.0% | 0.07% | -5.4% |
| VEU | Sell | Vanguard FTSE All-World ex-US Index Fund ETF Sharesetf | $817 | -6.6% | 15,804 | -1.9% | 0.07% | -6.7% |
| PGR | Buy | Progressive Corpequities | $800 | +6.2% | 5,733 | +0.5% | 0.07% | +6.2% |
| EZM | WisdomTree MidCap Earnings Fundetf | $776 | -4.2% | 15,293 | 0.0% | 0.07% | -4.3% | |
| FNDF | Sell | Schwab Fundamental International Large Company Index ETFetf | $735 | -6.7% | 23,156 | -5.2% | 0.06% | -6.0% |
| SCZ | Sell | iShares MSCI EAFE Small-Cap ETFetf | $730 | -5.6% | 12,982 | -1.4% | 0.06% | -6.1% |
| CHTR | Sell | Charter Communications Inc Aequities | $703 | +16.4% | 1,591 | -2.1% | 0.06% | +17.6% |
| EFV | Buy | iShares MSCI EAFE Value ETFetf | $694 | +1.3% | 14,255 | +1.5% | 0.06% | +1.7% |
| SCHE | Sell | Schwab Emerging Markets Equity ETFetf | $686 | -5.2% | 28,508 | -2.6% | 0.06% | -6.5% |
| YUM | Buy | Yum Brands Incequities | $661 | -7.6% | 5,324 | +3.1% | 0.06% | -8.2% |
| COF | Sell | Capital One Financial Corpequities | $650 | -12.2% | 6,703 | -1.0% | 0.06% | -12.7% |
| BIL | Sell | SPDR Barclays 1-3 Month T-Bill ETFetf | $643 | -51.3% | 6,981 | -51.3% | 0.06% | -50.9% |
| HDV | iShares Core High Dividend ETFetf | $629 | -1.9% | 6,362 | 0.0% | 0.05% | -1.8% | |
| CSX | Buy | CSX Corpequities | $630 | +2.6% | 20,471 | +13.7% | 0.05% | +3.8% |
| VIG | Sell | Vanguard Dividend Appreciation Index Fund ETF Sharesetf | $628 | -6.7% | 4,043 | -2.7% | 0.05% | -7.0% |
| QTEC | Sell | First Trust NASDAQ-100-Tech. Sector Index Fundetf | $624 | -23.3% | 4,296 | -22.4% | 0.05% | -23.2% |
| Buy | DFA Tax Managed International Value Portfolioetf | $621 | -0.5% | 19,044 | +0.2% | 0.05% | 0.0% | |
| MET | Buy | MetLife Incequities | $622 | +14.5% | 9,959 | +3.5% | 0.05% | +15.2% |
| VBK | Sell | Vanguard Small-Cap Growth Index Fund ETF Sharesetf | $585 | -11.2% | 2,733 | -4.7% | 0.05% | -10.7% |
| MINT | PIMCO Enhanced Short Maturity Active Exchange-Traded Fundetf | $592 | +0.3% | 5,914 | 0.0% | 0.05% | 0.0% | |
| VYM | Sell | Vanguard High Dividend Yield Index Fund ETF Sharesetf | $573 | -14.0% | 5,546 | -11.8% | 0.05% | -14.0% |
| IBDS | Sell | iShares Corporate Bond ETF 12/31/2027etf | $577 | -3.5% | 24,949 | -2.1% | 0.05% | -3.9% |
| VFC | Buy | VF Corpequities | $570 | +14.9% | 31,837 | +24.0% | 0.05% | +16.7% |
| C | Sell | Citigroup Incequities | $562 | -15.1% | 13,887 | -3.6% | 0.05% | -14.3% |
| VWO | Buy | Vanguard FTSE Emerging Markets Index Fund ETF Sharesetf | $557 | +11.0% | 14,236 | +16.6% | 0.05% | +9.3% |
| MDLZ | Buy | Mondelez International Inc Class Aequities | $547 | +3.0% | 7,843 | +7.6% | 0.05% | +4.4% |
| Buy | Avantis Responsbl Intrletf | $554 | +86.5% | 11,301 | +95.2% | 0.05% | +88.0% | |
| SHW | Sell | Sherwin-Williams Coequities | $546 | -5.5% | 2,139 | -1.7% | 0.05% | -6.1% |
| VSS | Buy | Vanguard FTSE All-World ex-US Small-Cap Index Fund ETF Sharesetf | $541 | -3.2% | 5,104 | +0.8% | 0.05% | -4.2% |
| IDXX | Sell | IDEXX Laboratories Incequities | $545 | -43.3% | 1,250 | -34.5% | 0.05% | -43.9% |
| BLK | Sell | BlackRock Incequities | $538 | -8.7% | 830 | -3.2% | 0.05% | -8.0% |
| PNC | PNC Financial Services Group Incequities | $536 | -2.4% | 4,372 | 0.0% | 0.05% | -2.1% | |
| BSMS | Buy | BulletShares Municipal Bond ETF 12/15/2028etf | $544 | -1.4% | 24,205 | +2.9% | 0.05% | -2.1% |
| DVYE | Sell | iShares Emerging Markets Dividend ETFetf | $537 | -8.0% | 22,889 | -5.5% | 0.05% | -8.0% |
| RYH | Buy | Invesco S&P 500 Equal Wt Hlth Care ETFetf | $531 | -8.1% | 19,380 | +900.0% | 0.04% | -8.2% |
| VB | Buy | Vanguard Small-Cap Index Fund ETF Sharesetf | $531 | -2.4% | 2,803 | +2.6% | 0.04% | -2.2% |
| CMG | Buy | Chipotle Mexican Grill Inc Class Aequities | $521 | -13.5% | 285 | +1.1% | 0.04% | -13.7% |
| BSMT | Buy | BulletShares Municipal Bond ETF 12/15/2029etf | $521 | -1.3% | 23,528 | +2.3% | 0.04% | -2.2% |
| EFA | iShares MSCI EAFE ETFetf | $516 | -5.5% | 7,519 | 0.0% | 0.04% | -6.4% | |
| TDG | TransDigm Group Incequities | $510 | -5.6% | 605 | 0.0% | 0.04% | -6.5% | |
| SPLG | Sell | SPDR Portfolio Large Cap ETFetf | $505 | -19.2% | 9,977 | -16.9% | 0.04% | -18.9% |
| DON | WisdomTree MidCap Dividend Fundetf | $503 | -2.9% | 12,303 | 0.0% | 0.04% | -2.3% | |
| COP | Sell | ConocoPhillipsequities | $507 | +15.2% | 4,257 | -0.5% | 0.04% | +13.2% |
| AVDV | Buy | Avantis International Small Cap Value ETFetf | $479 | +3.2% | 8,266 | +2.7% | 0.04% | +2.5% |
| GILD | Sell | Gilead Sciences Incequities | $450 | -3.0% | 5,941 | -1.2% | 0.04% | -5.0% |
| MTD | Buy | Mettler-Toledo International Incequities | $452 | +12.2% | 408 | +32.9% | 0.04% | +11.8% |
| IBDT | Sell | iShares Corporate Bond ETF 12/31/2028etf | $437 | -5.0% | 18,287 | -2.9% | 0.04% | -5.1% |
| DELL | Sell | Dell Incequities | $421 | +26.0% | 6,228 | -0.5% | 0.04% | +28.6% |
| SDY | SPDR S&P Dividend ETFetf | $419 | -6.1% | 3,648 | 0.0% | 0.04% | -5.3% | |
| GWX | Sell | SPDR S&P International Small Cap ETFetf | $424 | -4.7% | 14,468 | -0.6% | 0.04% | -5.3% |
| CARR | Sell | Carrier Global Corp Ordinary Sharesequities | $407 | +7.7% | 7,360 | -2.3% | 0.04% | +9.4% |
| IAU | Buy | iShares Gold Trustetf | $396 | -1.0% | 11,334 | +2.5% | 0.03% | 0.0% |
| QUAL | Buy | iShares Edge MSCI USA Quality Factor ETFetf | $388 | +5.1% | 2,942 | +7.7% | 0.03% | +6.5% |
| MU | Buy | Micron Technology Incequities | $391 | +13.0% | 5,759 | +4.7% | 0.03% | +13.8% |
| MOAT | VanEck Vectors Morningstar Wide Moat ETFetf | $391 | -5.1% | 5,156 | 0.0% | 0.03% | -5.7% | |
| CI | Buy | Cigna Corpequities | $378 | +66.5% | 1,341 | +61.6% | 0.03% | +68.4% |
| VNQ | Buy | Vanguard REIT Index Fund ETF Sharesetf | $376 | +2.2% | 4,943 | +12.3% | 0.03% | +3.2% |
| CMI | Sell | Cummins Incequities | $375 | -10.5% | 1,643 | -4.0% | 0.03% | -11.1% |
| IBMM | iShares Muni Bond ETF 12/2/2024etf | $368 | -0.8% | 14,360 | 0.0% | 0.03% | -3.1% | |
| USRT | Sell | iShares Core U.S. REIT ETFetf | $366 | -9.9% | 7,746 | -2.0% | 0.03% | -11.4% |
| PKW | Sell | Invesco BuyBack Achievers ETFetf | $358 | -49.7% | 3,982 | -50.0% | 0.03% | -50.8% |
| ACWV | Sell | iShares Edge MSCI Min Vol Global ETFetf | $348 | -3.3% | 3,647 | -0.7% | 0.03% | -3.2% |
| IVW | iShares S&P 500 Growth ETFetf | $352 | -2.5% | 5,140 | 0.0% | 0.03% | -3.2% | |
| SU | Sell | Suncor Energy Incequities | $348 | -3.1% | 10,121 | -17.9% | 0.03% | -3.2% |
| ASML | Sell | ASML Holding NV ADRequities | $347 | -24.4% | 603 | -3.7% | 0.03% | -23.1% |
| USCI | Sell | United States Commodity Index Fund, LPetf | $339 | +2.1% | 5,827 | -4.4% | 0.03% | +3.6% |
| IYW | iShares U.S. Technology ETFetf | $336 | -3.4% | 3,200 | 0.0% | 0.03% | -3.3% | |
| IVE | Sell | iShares S&P 500 Value ETFetf | $332 | -7.3% | 2,155 | -3.0% | 0.03% | -9.7% |
| Buy | Avantis Responsible Emeretf | $320 | +74.9% | 7,158 | +80.7% | 0.03% | +68.8% | |
| ED | Buy | Consolidated Edison Incequities | $313 | -4.9% | 3,665 | +0.6% | 0.03% | -3.6% |
| IWN | iShares Russell 2000 Value ETFetf | $321 | -3.9% | 2,366 | 0.0% | 0.03% | -3.6% | |
| AON | Buy | Aon PLCequities | $303 | -3.2% | 929 | +2.1% | 0.03% | -3.7% |
| IJH | iShares Core S&P Mid-Cap ETFetf | $306 | -5.0% | 1,233 | 0.0% | 0.03% | -3.7% | |
| SYK | Buy | Stryker Corpequities | $310 | -10.4% | 1,129 | +0.2% | 0.03% | -10.3% |
| DGRW | WisdomTree U.S. Quality Dividend Growth Fundetf | $307 | -5.0% | 4,836 | 0.0% | 0.03% | -7.1% | |
| EMN | Sell | Eastman Chemical Coequities | $291 | -9.1% | 3,805 | -1.0% | 0.02% | -7.4% |
| VXUS | Buy | Vanguard Total International Stock Index Fund ETF Sharesetf | $296 | +161.9% | 5,530 | +177.1% | 0.02% | +150.0% |
| IJK | Buy | iShares S&P Mid-Cap 400 Growth ETFetf | $288 | +5.1% | 3,983 | +9.0% | 0.02% | +8.7% |
| BILS | Sell | SPDR Bloomberg 3-12 Mth TBill ETFetf | $281 | -58.7% | 2,826 | -58.7% | 0.02% | -58.6% |
| IBMN | iShares Muni Bond ETF 12/2/2025etf | $281 | -0.4% | 10,709 | 0.0% | 0.02% | 0.0% | |
| NTES | Sell | NetEase Inc ADRequities | $277 | +0.7% | 2,644 | -1.0% | 0.02% | +4.3% |
| DES | WisdomTree SmallCap Dividend Fundetf | $271 | -2.2% | 9,649 | 0.0% | 0.02% | -4.2% | |
| DGS | Wisdomtree Trust Emg Mkts Smetf | $268 | -0.7% | 5,786 | 0.0% | 0.02% | 0.0% | |
| PH | Parker Hannifin Corpequities | $275 | 0.0% | 713 | 0.0% | 0.02% | 0.0% | |
| KDP | Buy | Keurig Dr Pepper Incequities | $265 | +8.2% | 8,515 | +7.7% | 0.02% | +9.5% |
| DGRS | WisdomTree U.S. SmallCap Quality Dividend Growth Fundetf | $268 | -2.9% | 6,524 | 0.0% | 0.02% | -4.2% | |
| IVOV | Sell | Vanguard S&P Mid-Cap 400 Value Index Fund ETF Sharesetf | $263 | -10.2% | 3,360 | -5.6% | 0.02% | -12.0% |
| AVY | Sell | Avery Dennison Corpequities | $257 | +6.2% | 1,401 | -0.1% | 0.02% | +4.8% |
| AVDE | Sell | Avantis International Equity ETFetf | $241 | -5.5% | 4,324 | -2.3% | 0.02% | -4.5% |
| VOT | Sell | Vanguard Mid-Cap Growth Index Fund ETF Sharesetf | $241 | -13.3% | 1,238 | -8.4% | 0.02% | -12.5% |
| IBMO | iShares Muni Bond ETF 12/2/2026etf | $252 | -1.9% | 10,187 | 0.0% | 0.02% | -4.5% | |
| PFI | PowerShares DWA Financial Momentum Portfolioetf | $247 | -1.6% | 5,973 | 0.0% | 0.02% | 0.0% | |
| BSMU | Buy | BulletShares Municipal Bond ETF 12/15/2030etf | $251 | +0.4% | 11,948 | +4.4% | 0.02% | 0.0% |
| TFC | Sell | Truist Finl Corpequities | $247 | -6.1% | 8,584 | -1.1% | 0.02% | -4.5% |
| SCHC | Sell | Schwab International Small-Cap Equity ETFetf | $237 | -6.0% | 7,461 | -0.2% | 0.02% | -4.8% |
| UNP | Sell | Union Pacific Corpequities | $239 | -2.0% | 1,174 | -1.4% | 0.02% | -4.8% |
| PSX | Buy | Phillips 66equities | $237 | +82.3% | 1,966 | +43.9% | 0.02% | +81.8% |
| HUM | Humana Incequities | $229 | +8.5% | 472 | 0.0% | 0.02% | +11.1% | |
| Buy | Constellation Energy Coequities | $223 | +19.3% | 2,052 | +4.1% | 0.02% | +18.8% | |
| VGK | Vanguard FTSE Europe Index Fund ETF Sharesetf | $226 | -5.8% | 3,901 | 0.0% | 0.02% | -5.0% | |
| IUSV | iShares Core Russell U.S. Value ETFetf | $226 | -4.6% | 3,028 | 0.0% | 0.02% | -5.0% | |
| VV | Vanguard Large-Cap Index Fund ETF Sharesetf | $207 | -3.7% | 1,057 | 0.0% | 0.02% | 0.0% | |
| SPAB | SPDR Portfolio Aggregate Bond ETFetf | $209 | -3.7% | 8,577 | 0.0% | 0.02% | -5.3% | |
| XLK | Buy | Technology Select Sector SPDR Fundetf | $210 | -2.3% | 1,277 | +3.7% | 0.02% | 0.0% |
| NSC | Sell | Norfolk Southern Corpequities | $217 | -22.8% | 1,105 | -11.0% | 0.02% | -25.0% |
| SHY | Buy | iShares 1-3 Year Treasury Bond ETFetf | $195 | +0.5% | 2,405 | +0.3% | 0.02% | 0.0% |
| EEM | iShares MSCI Emerging Markets ETFetf | $200 | -3.4% | 5,260 | 0.0% | 0.02% | -5.6% | |
| OEF | iShares S&P 100 ETFetf | $203 | -3.3% | 1,012 | 0.0% | 0.02% | -5.6% | |
| OTIS | Buy | Otis Worldwide Corpequities | $201 | -6.5% | 2,480 | +4.0% | 0.02% | -5.6% |
| RPAR | RPAR Risk Parity ETFetf | $196 | -8.8% | 11,124 | 0.0% | 0.02% | -5.6% | |
| CTVA | Buy | Corteva Incequities | $189 | -9.6% | 3,701 | +3.0% | 0.02% | -11.1% |
| SPSB | SPDR Portfolio Short Term Corporate Bond ETFetf | $187 | -0.5% | 6,371 | 0.0% | 0.02% | 0.0% | |
| PTNQ | Pacer Trendpilot 100 ETFetf | $184 | -1.1% | 3,000 | 0.0% | 0.02% | 0.0% | |
| GLD | SPDR Gold Sharesetf | $190 | -4.0% | 1,109 | 0.0% | 0.02% | -5.9% | |
| KMB | Buy | Kimberly-Clark Corpequities | $176 | -13.3% | 1,470 | +0.3% | 0.02% | -11.8% |
| BFOR | Barron's 400 ETFetf | $182 | -1.6% | 3,236 | 0.0% | 0.02% | -6.2% | |
| NVO | Buy | Novo Nordisk A/S ADRequities | $174 | -20.5% | 1,914 | +41.0% | 0.02% | -21.1% |
| NUE | Buy | Nucor Corpequities | $172 | +4.9% | 1,094 | +10.1% | 0.02% | +7.1% |
| USB | Sell | US Bancorpequities | $180 | -4.8% | 5,489 | -4.8% | 0.02% | -6.2% |
| WMB | Buy | Williams Companies Incequities | $160 | +8.8% | 4,746 | +5.2% | 0.01% | +7.7% |
| BP | BP PLC ADRequities | $162 | +8.7% | 4,184 | 0.0% | 0.01% | +7.7% | |
| AOR | Sell | iShares Core Growth Allocation ETFetf | $170 | -19.4% | 3,450 | -15.9% | 0.01% | -22.2% |
| SNA | Sell | Snap-on Incequities | $170 | -14.6% | 667 | -3.3% | 0.01% | -17.6% |
| SHOP | Sell | Shopify Inc Aequities | $167 | -17.7% | 3,050 | -3.2% | 0.01% | -17.6% |
| RDVY | First Trust NASDAQ Rising Dividend Achieversetf | $168 | -2.9% | 3,665 | 0.0% | 0.01% | -6.7% | |
| XLV | Sell | Health Care Select Sector Spdr Fundetf | $165 | -13.6% | 1,269 | -11.5% | 0.01% | -12.5% |
| IWY | iShares Russell Top 200 Growth ETFetf | $170 | -2.3% | 1,100 | 0.0% | 0.01% | -6.7% | |
| Buy | BulletShares Corporate Bond ETF 12/15/2032etf | $169 | +92.0% | 9,025 | +102.2% | 0.01% | +75.0% | |
| IYG | iShares U.S. Financial Services ETFetf | $166 | -1.8% | 1,071 | 0.0% | 0.01% | 0.0% | |
| ONTO | Onto Innovation Incequities | $150 | +9.5% | 1,178 | 0.0% | 0.01% | +8.3% | |
| TJX | Sell | TJX Companies Incequities | $151 | -14.2% | 1,715 | -17.3% | 0.01% | -13.3% |
| EMR | Buy | Emerson Electric Coequities | $153 | +48.5% | 1,586 | +39.6% | 0.01% | +44.4% |
| MKC | Sell | McCormick & Co Inc Non-Votingequities | $152 | -18.7% | 2,000 | -7.0% | 0.01% | -18.8% |
| EFAV | Sell | iShares Edge MSCI Min Vol EAFE ETFetf | $155 | -47.1% | 2,382 | -45.0% | 0.01% | -48.0% |
| UPS | Buy | United Parcel Service Inc Class Bequities | $155 | -11.9% | 1,001 | +1.3% | 0.01% | -13.3% |
| Sell | General Electric Coequities | $144 | -47.6% | 1,290 | -48.4% | 0.01% | -47.8% | |
| EES | WisdomTree SmallCap Earnings Fundetf | $137 | -3.5% | 3,162 | 0.0% | 0.01% | 0.0% | |
| MCK | Buy | McKesson Corpequities | $140 | +12.9% | 323 | +9.9% | 0.01% | +9.1% |
| HIG | Sell | The Hartford Financial Services Group Incequities | $142 | -15.5% | 2,002 | -14.3% | 0.01% | -14.3% |
| VTIP | Sell | Vanguard Short-Term Inflation-Protected Securities Index Fund ETF Sharesetf | $142 | -6.6% | 3,004 | -6.2% | 0.01% | -7.7% |
| ORLY | Buy | O'Reilly Automotive Incequities | $133 | +12.7% | 146 | +18.7% | 0.01% | +10.0% |
| AVUS | Buy | Avantis U.S. Equity ETFetf | $127 | +1.6% | 1,734 | +4.5% | 0.01% | 0.0% |
| ROK | Rockwell Automation Incequities | $124 | -14.5% | 436 | 0.0% | 0.01% | -8.3% | |
| LHX | L3Harris Technologies Incequities | $133 | -11.3% | 766 | 0.0% | 0.01% | -15.4% | |
| VT | Vanguard Total World Stock Index Fund ETF Sharesetf | $128 | -3.8% | 1,367 | 0.0% | 0.01% | 0.0% | |
| ADI | Sell | Analog Devices Incequities | $129 | -22.3% | 741 | -12.7% | 0.01% | -21.4% |
| VMW | Sell | VMware Incequities | $135 | -15.6% | 826 | -25.9% | 0.01% | -21.4% |
| F | Ford Motor Coequities | $134 | -17.3% | 10,689 | 0.0% | 0.01% | -21.4% | |
| WM | Sell | Waste Management Incequities | $125 | -22.8% | 818 | -12.3% | 0.01% | -21.4% |
| AMT | Sell | American Tower Corpreit | $128 | -22.0% | 780 | -7.1% | 0.01% | -21.4% |
| BOH | Bank of Hawaii Corpequities | $115 | +19.8% | 2,318 | 0.0% | 0.01% | +25.0% | |
| SNOW | Snowflake Inc Ordinary Shares - Class Aequities | $122 | -12.9% | 795 | 0.0% | 0.01% | -16.7% | |
| PAYX | Paychex Incequities | $115 | +3.6% | 995 | 0.0% | 0.01% | +11.1% | |
| WFC | Buy | Wells Fargo & Coequities | $122 | +15.1% | 3,079 | +23.2% | 0.01% | +11.1% |
| UBER | Buy | Uber Technologies Incequities | $123 | +8.8% | 2,666 | +1.3% | 0.01% | 0.0% |
| FVD | First Trust Value Line Dividend Index Fundetf | $121 | -6.2% | 3,187 | 0.0% | 0.01% | -9.1% | |
| GLW | Buy | Corning Incequities | $115 | +17.3% | 3,796 | +35.8% | 0.01% | +25.0% |
| MDT | Sell | Medtronic PLCequities | $120 | -16.7% | 1,539 | -5.5% | 0.01% | -16.7% |
| VIAC | PARAMOUNT GLOBAL COMequities | $123 | -18.0% | 9,531 | 0.0% | 0.01% | -23.1% | |
| SYY | Buy | Sysco Corpequities | $113 | -5.8% | 1,705 | +5.3% | 0.01% | 0.0% |
| ECL | Sell | Ecolab Incequities | $119 | -35.0% | 714 | -27.5% | 0.01% | -37.5% |
| MDY | SPDR S&P MidCap 400 ETFetf | $108 | -4.4% | 237 | 0.0% | 0.01% | -10.0% | |
| NOK | Sell | Nokia Oyj ADRequities | $100 | -29.1% | 27,023 | -21.9% | 0.01% | -25.0% |
| EBAY | Sell | eBay Incequities | $100 | -5.7% | 2,248 | -3.0% | 0.01% | 0.0% |
| QEMM | Sell | SPDR MSCI Emerging Markets StrategicFactors ETFetf | $104 | -1.9% | 1,942 | -0.7% | 0.01% | 0.0% |
| VOOV | Vanguard S&P 500 Value Index Fund ETF Sharesetf | $101 | -3.8% | 676 | 0.0% | 0.01% | 0.0% | |
| EMGF | iShares Edge MSCI Multifactor Emerging Markets ETFetf | $111 | -1.8% | 2,716 | 0.0% | 0.01% | -10.0% | |
| LPLA | Buy | LPL Financial Holdings Incequities | $107 | +9.2% | 451 | +0.2% | 0.01% | +12.5% |
| FNDX | Sell | Schwab Fundamental U.S. Large Company Index ETFetf | $106 | -3.6% | 1,889 | -1.5% | 0.01% | 0.0% |
| ITT | ITT Incequities | $109 | +4.8% | 1,110 | 0.0% | 0.01% | 0.0% | |
| BX | Blackstone Group L Pcom Unit Repstgequities | $103 | +15.7% | 960 | 0.0% | 0.01% | +12.5% | |
| ICLN | Buy | iShares Global Clean Energy ETFetf | $111 | -14.0% | 7,551 | +7.4% | 0.01% | -18.2% |
| IWM | Sell | iShares Russell 2000 ETFetf | $103 | -26.4% | 585 | -21.6% | 0.01% | -25.0% |
| HPQ | Buy | HP Incequities | $105 | -10.3% | 4,104 | +7.9% | 0.01% | -10.0% |
| IWO | iShares Russell 2000 Growth ETFetf | $105 | -7.9% | 473 | 0.0% | 0.01% | -10.0% | |
| MPC | Buy | Marathon Petroleum Corpequities | $100 | +72.4% | 655 | +29.7% | 0.01% | +80.0% |
| ESGU | Buy | iShares MSCI USA ESG Optimized ETFetf | $98 | 0.0% | 1,053 | +4.3% | 0.01% | 0.0% |
| VLO | Buy | Valero Energy Corpequities | $89 | +43.5% | 617 | +18.7% | 0.01% | +60.0% |
| HYD | VanEck Vectors High-Yield Municipal Index ETFetf | $94 | -4.1% | 1,910 | 0.0% | 0.01% | 0.0% | |
| BKNG | Buy | Booking Holdings Incequities | $92 | +41.5% | 30 | +25.0% | 0.01% | +33.3% |
| DFA Tax-Managed U.S. Marketwide Value Portfolio IIetf | $90 | -2.2% | 2,661 | 0.0% | 0.01% | 0.0% | ||
| IDA | Idacorp Incequities | $97 | -8.5% | 1,035 | 0.0% | 0.01% | -11.1% | |
| AMAT | Buy | Applied Materials Incequities | $90 | +15.4% | 656 | +20.4% | 0.01% | +14.3% |
| TDIV | First Trust NASDAQ Technology Dividend Index Fundetf | $90 | -4.3% | 1,600 | 0.0% | 0.01% | 0.0% | |
| SCHO | Schwab Short-Term U.S. Treasury ETFetf | $91 | -1.1% | 1,913 | 0.0% | 0.01% | 0.0% | |
| GIS | Buy | General Mills Incequities | $96 | +1.1% | 1,497 | +20.3% | 0.01% | 0.0% |
| ANSS | Buy | Ansys Incequities | $92 | -2.1% | 307 | +7.7% | 0.01% | 0.0% |
| PANW | Sell | Palo Alto Networks Incequities | $96 | -12.7% | 399 | -5.9% | 0.01% | -11.1% |
| RE | Everest Re Group Ltdequities | $93 | +9.4% | 250 | 0.0% | 0.01% | +14.3% | |
| MSI | Buy | Motorola Solutions Incequities | $84 | +6.3% | 308 | +14.9% | 0.01% | 0.0% |
| BSV | Buy | Vanguard Short-Term Bond Index Fund ETF Sharesetf | $88 | +31.3% | 1,165 | +31.0% | 0.01% | +16.7% |
| FBNC | First Bancorpequities | $82 | -4.7% | 2,905 | 0.0% | 0.01% | 0.0% | |
| VOE | Sell | Vanguard Mid-Cap Value Index Fund ETF Sharesetf | $84 | -33.3% | 644 | -30.0% | 0.01% | -36.4% |
| VXF | Vanguard Extended Market Index Fund ETF Sharesetf | $87 | -3.3% | 608 | 0.0% | 0.01% | -12.5% | |
| TTWO | Take-Two Interactive Software Incequities | $77 | -4.9% | 550 | 0.0% | 0.01% | 0.0% | |
| CLF | Cliffs Natural Resources Incequities | $78 | -4.9% | 4,925 | 0.0% | 0.01% | 0.0% | |
| DBC | PowerShares DB Commodity Index Tracking Fundetf | $82 | +10.8% | 3,228 | 0.0% | 0.01% | +16.7% | |
| Buy | BulletShares Municipal Bond ETF 12/15/2031etf | $85 | +57.4% | 4,251 | +63.4% | 0.01% | +40.0% | |
| IWR | iShares Russell Mid-Cap ETFetf | $79 | -8.1% | 1,164 | 0.0% | 0.01% | 0.0% | |
| ATVI | Sell | Activision Blizzard Incequities | $85 | -2.3% | 897 | -13.2% | 0.01% | 0.0% |
| MRNA | Buy | Moderna Incequities | $79 | -9.2% | 768 | +7.0% | 0.01% | 0.0% |
| NEM | Sell | Newmont Mining Corpequities | $67 | -19.3% | 1,813 | -5.4% | 0.01% | -14.3% |
| PM | Buy | Philip Morris International Incequities | $70 | +159.3% | 749 | +173.4% | 0.01% | +200.0% |
| SGOL | ETFS Physical Swiss Gold Sharesetf | $65 | -3.0% | 3,676 | 0.0% | 0.01% | 0.0% | |
| FRDM | Freedom 100 Emerging Markets ETFetf | $65 | -9.7% | 2,315 | 0.0% | 0.01% | 0.0% | |
| ZTS | Sell | Zoetis Incequities | $76 | -15.6% | 445 | -15.7% | 0.01% | -25.0% |
| FDX | Buy | FedEx Corpequities | $72 | +22.0% | 277 | +15.4% | 0.01% | +20.0% |
| EOG | Sell | EOG Resources Incequities | $69 | +7.8% | 541 | -2.2% | 0.01% | +20.0% |
| XLE | Sell | Energy Select Sector SPDR Fundetf | $65 | -63.5% | 722 | -67.1% | 0.01% | -60.0% |
| STE | Buy | STERIS PLCequities | $74 | +4.2% | 338 | +8.0% | 0.01% | 0.0% |
| GSLC | Goldman Sachs ActiveBeta U.S. Large Cap Equity ETFetf | $68 | -2.9% | 800 | 0.0% | 0.01% | 0.0% | |
| CRDA | Crawford & Coequities | $69 | -15.9% | 7,432 | 0.0% | 0.01% | -14.3% | |
| FTA | First Trust Large Cap Value AlphaDEX Fundetf | $66 | -1.5% | 1,012 | 0.0% | 0.01% | 0.0% | |
| Apollo Global Management Inc Class Aequities | $68 | +17.2% | 768 | 0.0% | 0.01% | +20.0% | ||
| CSQ | Calamos Strategic Total Return Fundetf | $68 | -2.9% | 4,800 | 0.0% | 0.01% | 0.0% | |
| DIM | Sell | WisdomTree International MidCap Dividend Fundetf | $68 | -87.0% | 1,210 | -86.7% | 0.01% | -86.7% |
| ASH | Ashland Incequities | $55 | -6.8% | 674 | 0.0% | 0.01% | 0.0% | |
| COMT | Sell | iShares Commodities Select Strategy ETFetf | $61 | +3.4% | 2,076 | -8.8% | 0.01% | 0.0% |
| SWEETGREEN INC COM CL Aequities | $53 | -8.6% | 4,500 | 0.0% | 0.01% | 0.0% | ||
| CHD | Sell | Church & Dwight Co Incequities | $62 | -33.3% | 680 | -26.5% | 0.01% | -37.5% |
| SCHM | Sell | Schwab U.S. Mid-Cap ETFetf | $62 | -16.2% | 919 | -11.4% | 0.01% | -16.7% |
| GOLD | Randgold Resources Ltd ADRequities | $54 | -16.9% | 3,768 | 0.0% | 0.01% | -16.7% | |
| BIIB | Sell | Biogen Incequities | $54 | -16.9% | 210 | -5.8% | 0.01% | -16.7% |
| SLF | Sun Life Financial Incequities | $55 | -5.2% | 1,112 | 0.0% | 0.01% | 0.0% | |
| DLTR | Buy | Dollar Tree Incequities | $60 | -25.9% | 569 | +0.7% | 0.01% | -28.6% |
| JETS | Sell | U.S. Global Jets ETFetf | $53 | -25.4% | 3,216 | -4.2% | 0.01% | -16.7% |
| SCHW | Buy | Charles Schwab Corpequities | $59 | +15.7% | 1,086 | +23.3% | 0.01% | +25.0% |
| MFEM | PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETFetf | $57 | -3.4% | 3,155 | 0.0% | 0.01% | 0.0% | |
| CSM | ProShares Large Cap Core Plusetf | $53 | -3.6% | 1,082 | 0.0% | 0.01% | 0.0% | |
| KLAC | Buy | KLA-Tencor Corpequities | $62 | +1450.0% | 134 | +1575.0% | 0.01% | – |
| NOBL | ProShares S&P 500 Dividend Aristocrats ETFetf | $58 | -7.9% | 664 | 0.0% | 0.01% | 0.0% | |
| FTAI Aviation Ltdequities | $53 | +12.8% | 1,498 | 0.0% | 0.01% | +25.0% | ||
| WSM | Buy | Williams-Sonoma Incequities | $62 | +933.3% | 400 | +700.0% | 0.01% | +400.0% |
| SRPT | Sarepta Therapeutics Incequities | $61 | +7.0% | 500 | 0.0% | 0.01% | 0.0% | |
| SNY | Buy | Sanofi SA ADRequities | $51 | +240.0% | 947 | +244.4% | 0.00% | +300.0% |
| Buy | Annaly Capital Management Inc Commlp | $51 | -3.8% | 2,719 | +2.4% | 0.00% | -20.0% | |
| ILCB | iShares Morningstar Large-Cap ETFetf | $49 | -3.9% | 840 | 0.0% | 0.00% | 0.0% | |
| FTV | Fortive Corpequities | $50 | -2.0% | 680 | 0.0% | 0.00% | 0.0% | |
| VVV | Valvoline Incequities | $51 | -15.0% | 1,591 | 0.0% | 0.00% | -20.0% | |
| OXY | Buy | Occidental Petroleum Corpequities | $48 | +29.7% | 741 | +15.6% | 0.00% | +33.3% |
| TIP | iShares TIPS Bond ETFetf | $42 | -2.3% | 401 | 0.0% | 0.00% | 0.0% | |
| NTR | Nutrien Ltdequities | $50 | +4.2% | 823 | 0.0% | 0.00% | 0.0% | |
| FTC | First Trust Large Cap Growth AlphaDEX Fundetf | $47 | -4.1% | 483 | 0.0% | 0.00% | 0.0% | |
| AFL | Buy | Aflac Incequities | $45 | +55.2% | 582 | +41.3% | 0.00% | +100.0% |
| HPE | Buy | Hewlett Packard Enterprise Coequities | $47 | +9.3% | 2,627 | +0.1% | 0.00% | 0.0% |
| FSLR | First Solar Incequities | $42 | -14.3% | 255 | 0.0% | 0.00% | 0.0% | |
| IBMP | iShares Muni Bond ETF 12/2/2027etf | $49 | 0.0% | 2,015 | 0.0% | 0.00% | 0.0% | |
| IBMQ | iShares Muni Bond ETF 12/2/2028etf | $48 | -5.9% | 2,004 | 0.0% | 0.00% | 0.0% | |
| IWS | Sell | iShares Russell Mid-Cap Value ETFetf | $52 | -10.3% | 497 | -6.4% | 0.00% | -20.0% |
| IWP | iShares Russell Mid-Cap Growth ETFetf | $48 | -7.7% | 537 | 0.0% | 0.00% | 0.0% | |
| FMNB | Farmers National Banc Corpequities | $42 | -6.7% | 3,654 | 0.0% | 0.00% | 0.0% | |
| VOOG | Vanguard S&P 500 Growth Index Fund ETF Sharesetf | $50 | -2.0% | 201 | 0.0% | 0.00% | 0.0% | |
| EVRG | New | Evergy Incequities | $45 | – | 885 | +100.0% | 0.00% | – |
| PRU | Buy | Prudential Financial Incequities | $42 | +61.5% | 438 | +47.0% | 0.00% | +100.0% |
| LEGN | Legend Biotech Corpequities | $51 | -3.8% | 763 | 0.0% | 0.00% | -20.0% | |
| EQNR | Equinor ASA ADRequities | $50 | +13.6% | 1,500 | 0.0% | 0.00% | 0.0% | |
| MRVL | Marvell Technology Group Ltdequities | $45 | -10.0% | 822 | 0.0% | 0.00% | 0.0% | |
| XYL | Xylem Incequities | $46 | -17.9% | 504 | 0.0% | 0.00% | -20.0% | |
| IYR | iShares U.S. Real Estate ETFetf | $43 | -10.4% | 539 | 0.0% | 0.00% | 0.0% | |
| URI | United Rentals Incequities | $44 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| ALB | Buy | Albemarle Corpequities | $52 | -22.4% | 303 | +1.0% | 0.00% | -33.3% |
| BR | Sell | Broadridge Financial Solutions Incequities | $44 | -24.1% | 248 | -29.9% | 0.00% | -20.0% |
| SPYV | SPDR S&P 500 Value ETFetf | $43 | -4.4% | 1,049 | 0.0% | 0.00% | 0.0% | |
| DVN | Devon Energy Corpequities | $51 | -1.9% | 1,070 | 0.0% | 0.00% | 0.0% | |
| IWC | iShares Micro-Cap ETFetf | $48 | -5.9% | 475 | 0.0% | 0.00% | 0.0% | |
| VTHR | Vanguard Russell 3000 Index Fund ETF Sharesetf | $40 | -2.4% | 208 | 0.0% | 0.00% | 0.0% | |
| Sell | Shell Plcequities | $31 | -85.4% | 482 | -86.3% | 0.00% | -83.3% | |
| NDSN | Nordson Corpequities | $37 | -7.5% | 163 | 0.0% | 0.00% | 0.0% | |
| NVS | Novartis AG ADRequities | $31 | +3.3% | 303 | 0.0% | 0.00% | 0.0% | |
| SWK | Stanley Black & Decker Incequities | $31 | -8.8% | 364 | 0.0% | 0.00% | 0.0% | |
| LRCX | Buy | Lam Research Corpequities | $30 | +57.9% | 47 | +56.7% | 0.00% | +50.0% |
| TROW | Sell | T. Rowe Price Group Incequities | $31 | -31.1% | 293 | -26.0% | 0.00% | -25.0% |
| IUSB | New | iShares Core Total USD Bond Market ETFetf | $37 | – | 848 | +100.0% | 0.00% | – |
| NXPI | Buy | NXP Semiconductors NVequities | $32 | +14.3% | 158 | +14.5% | 0.00% | +50.0% |
| DFAE | Buy | Dimensional Emerging Core Equity Market ETFetf | $33 | +1550.0% | 1,418 | +1816.2% | 0.00% | – |
| WTRG | Essential Utilities Incequities | $36 | -14.3% | 1,041 | 0.0% | 0.00% | -25.0% | |
| REGL | ProShares S&P MidCap 400 Dividend Aristocrats ETFetf | $30 | -6.2% | 450 | 0.0% | 0.00% | 0.0% | |
| EQIX | Buy | Equinix Incequities | $37 | +76.2% | 52 | +92.6% | 0.00% | +50.0% |
| IUSG | Buy | iShares Core Russell U.S. Growth ETFetf | $39 | 0.0% | 413 | +3.0% | 0.00% | 0.0% |
| AMP | Buy | Ameriprise Financial Incequities | $30 | +7.1% | 93 | +8.1% | 0.00% | +50.0% |
| AEE | Ameren Corpequities | $41 | -8.9% | 550 | 0.0% | 0.00% | -25.0% | |
| DFS | Sell | Discover Financial Servicesequities | $33 | -26.7% | 395 | -1.5% | 0.00% | -25.0% |
| EEMS | iShares MSCI Emerging Markets Small-Cap ETFetf | $33 | +3.1% | 598 | 0.0% | 0.00% | 0.0% | |
| WSC | WillScot Mobile Mini Holdings Corpequities | $36 | -12.2% | 860 | 0.0% | 0.00% | 0.0% | |
| GGG | Graco Incequities | $36 | -14.3% | 491 | 0.0% | 0.00% | -25.0% | |
| VLY | Valley National Bancorpequities | $40 | +8.1% | 4,725 | 0.0% | 0.00% | 0.0% | |
| PRK | Park National Corpequities | $33 | -8.3% | 350 | 0.0% | 0.00% | 0.0% | |
| IYT | iShares Transportation Average ETFetf | $35 | -5.4% | 150 | 0.0% | 0.00% | 0.0% | |
| IT | Buy | Gartner Inc Aequities | $34 | +9.7% | 101 | +14.8% | 0.00% | 0.0% |
| PSEC | Prospect Capital Corpequities | $36 | 0.0% | 5,880 | 0.0% | 0.00% | 0.0% | |
| OKE | Buy | ONEOK Incequities | $35 | +40.0% | 565 | +36.5% | 0.00% | +50.0% |
| BUFR | First Trust Cboe Vest Fund of Buffer ETFsetf | $41 | -2.4% | 1,661 | 0.0% | 0.00% | -25.0% | |
| BRO | Brown & Brown Incequities | $35 | 0.0% | 506 | 0.0% | 0.00% | 0.0% | |
| IRT | Independence Realtyreit | $37 | -22.9% | 2,635 | 0.0% | 0.00% | -25.0% | |
| GPN | Global Payments Incequities | $33 | +17.9% | 282 | 0.0% | 0.00% | +50.0% | |
| SCI | Buy | Service Corp Internationalequities | $34 | -8.1% | 586 | +1.9% | 0.00% | 0.0% |
| STT | State Street Corpequities | $41 | -8.9% | 620 | 0.0% | 0.00% | -25.0% | |
| NEA | Nuveen AMT-Free Quality Muni Incetf | $31 | -11.4% | 3,200 | 0.0% | 0.00% | 0.0% | |
| PFG | Principal Financial Group Incequities | $33 | -5.7% | 453 | 0.0% | 0.00% | 0.0% | |
| NVG | Nuveen AMT-Free Municipal Credit Income Fundetf | $30 | -11.8% | 2,888 | 0.0% | 0.00% | 0.0% | |
| Jacobs Engineeringequities | $33 | +10.0% | 240 | 0.0% | 0.00% | 0.0% | ||
| NBTB | New | NBT Bancorp Incequities | $37 | – | 1,190 | +100.0% | 0.00% | – |
| DFAI | Dimensional International Core Equity Market ETFetf | $34 | -5.6% | 1,313 | 0.0% | 0.00% | 0.0% | |
| SPGI | New | S&P Global Incequities | $35 | – | 97 | +100.0% | 0.00% | – |
| SOXX | iShares PHLX Semiconductor ETFetf | $36 | -5.3% | 75 | 0.0% | 0.00% | 0.0% | |
| NVMI | New | Nova Ltdequities | $34 | – | 300 | +100.0% | 0.00% | – |
| CTAS | Buy | Cintas Corpequities | $39 | +5.4% | 81 | +8.0% | 0.00% | 0.0% |
| New | ON HLDG AG NAMEN COMequities | $35 | – | 1,265 | +100.0% | 0.00% | – | |
| RSG | Buy | Republic Services Inc Class Aequities | $40 | +37.9% | 277 | +48.1% | 0.00% | +50.0% |
| BSX | Buy | Boston Scientific Corpequities | $41 | +36.7% | 786 | +42.6% | 0.00% | 0.0% |
| A | Agilent Technologies Incequities | $32 | -5.9% | 284 | 0.0% | 0.00% | 0.0% | |
| STZ | Buy | Constellation Brands Inc Aequities | $30 | +2900.0% | 118 | +3833.3% | 0.00% | – |
| NWSA | Buy | News Corp Aequities | $36 | +16.1% | 1,886 | +12.9% | 0.00% | 0.0% |
| DTN | Buy | WisdomTree US Al Enhanced Val ETFetf | $34 | +3.0% | 387 | +10.9% | 0.00% | 0.0% |
| VRTX | Buy | Vertex Pharmaceuticals Incequities | $35 | +133.3% | 102 | +131.8% | 0.00% | +200.0% |
| MKL | Markel Corpequities | $28 | +7.7% | 19 | 0.0% | 0.00% | 0.0% | |
| ADM | Buy | Archer-Daniels Midland Coequities | $22 | +37.5% | 288 | +38.5% | 0.00% | +100.0% |
| IP | Buy | International Paper Coequities | $21 | +75.0% | 579 | +54.0% | 0.00% | +100.0% |
| ACA | New | Arcosa Incequities | $18 | – | 250 | +100.0% | 0.00% | – |
| WEC | WEC Energy Group Incequities | $22 | -8.3% | 276 | 0.0% | 0.00% | 0.0% | |
| ISRG | Buy | Intuitive Surgical Incequities | $20 | +300.0% | 69 | +360.0% | 0.00% | – |
| CRL | Buy | Charles River Laboratories International Incequities | $18 | -5.3% | 91 | +3.4% | 0.00% | 0.0% |
| CFG | Buy | Citizens Financial Group Incequities | $28 | +3.7% | 1,024 | +1.4% | 0.00% | 0.0% |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd ADRequities | $22 | -12.0% | 241 | 0.0% | 0.00% | 0.0% | |
| CNP | Buy | CenterPoint Energy Incequities | $21 | +5.0% | 789 | +17.1% | 0.00% | 0.0% |
| ZBH | Sell | Zimmer Biomet Holdings Incequities | $28 | -34.9% | 250 | -13.8% | 0.00% | -50.0% |
| MTB | Buy | M&T Bank Corpequities | $23 | +64.3% | 178 | +52.1% | 0.00% | +100.0% |
| PBD | PowerShares Global Clean Energy Portfolioetf | $28 | -20.0% | 1,833 | 0.0% | 0.00% | -33.3% | |
| MMC | Buy | Marsh & McLennan Companies Incequities | $22 | +29.4% | 115 | +30.7% | 0.00% | +100.0% |
| CLX | Buy | Clorox Coequities | $20 | +25.0% | 151 | +49.5% | 0.00% | +100.0% |
| CE | Buy | Celanese Corpequities | $29 | +222.2% | 224 | +180.0% | 0.00% | +100.0% |
| IVZ | Buy | Invesco Ltdequities | $28 | -3.4% | 1,900 | +11.8% | 0.00% | 0.0% |
| CAH | Buy | Cardinal Health Incequities | $28 | +3.7% | 324 | +12.1% | 0.00% | 0.0% |
| Sell | Warner Brothers Discoverequities | $24 | -31.4% | 2,379 | -18.3% | 0.00% | -33.3% | |
| CDNS | Buy | Cadence Design Systems Incequities | $19 | +90.0% | 82 | +86.4% | 0.00% | +100.0% |
| CBSH | Commerce Bancshares Incequities | $21 | 0.0% | 441 | 0.0% | 0.00% | 0.0% | |
| CCEP | Coca-Cola European Partners PLCequities | $21 | -4.5% | 343 | 0.0% | 0.00% | 0.0% | |
| DGX | Quest Diagnostics Incequities | $22 | -15.4% | 183 | 0.0% | 0.00% | 0.0% | |
| WAT | Waters Corpequities | $28 | +7.7% | 100 | 0.0% | 0.00% | 0.0% | |
| HNDL | Sell | Strategy Shares Nasdaq 7 Handl Index ETFetf | $21 | -16.0% | 1,044 | -16.1% | 0.00% | 0.0% |
| HLT | Buy | Hilton Worldwide Holdings Incequities | $24 | +41.2% | 162 | +38.5% | 0.00% | +100.0% |
| PLD | Buy | Prologis Incequities | $28 | +40.0% | 244 | +47.0% | 0.00% | 0.0% |
| ADSK | Buy | Autodesk Incequities | $19 | +111.1% | 91 | +106.8% | 0.00% | +100.0% |
| SEIC | SEI Investments Coequities | $23 | 0.0% | 383 | 0.0% | 0.00% | 0.0% | |
| AGG | iShares Core U.S. Aggregate Bond ETFetf | $24 | -4.0% | 257 | 0.0% | 0.00% | 0.0% | |
| HXL | Hexcel Corpequities | $20 | -16.7% | 311 | 0.0% | 0.00% | 0.0% | |
| WTS | Watts Water Tech Incequities | $24 | -7.7% | 140 | 0.0% | 0.00% | 0.0% | |
| AB | Alliancebernstein Hl Lpequities | $21 | -8.7% | 700 | 0.0% | 0.00% | 0.0% | |
| TPHD | Timothy Plan High Dividend Stock ETFetf | $19 | 0.0% | 618 | 0.0% | 0.00% | 0.0% | |
| CUZ | Sell | Cousins Pptys Incequities | $22 | -12.0% | 1,057 | -3.9% | 0.00% | 0.0% |
| PHYS | Sprott Physical Gold Trustetf | $20 | -9.1% | 1,440 | 0.0% | 0.00% | 0.0% | |
| HAL | Buy | Halliburton Coequities | $23 | +35.3% | 564 | +9.7% | 0.00% | +100.0% |
| PETV | PetVivo Holdings Incequities | $27 | -6.9% | 14,569 | 0.0% | 0.00% | 0.0% | |
| DWX | SPDR S&P International Dividend ETFetf | $18 | -5.3% | 555 | 0.0% | 0.00% | 0.0% | |
| MFC | Manulife Financial Corpequities | $21 | 0.0% | 1,112 | 0.0% | 0.00% | 0.0% | |
| UL | Unilever PLC ADRequities | $18 | -5.3% | 367 | 0.0% | 0.00% | 0.0% | |
| IYH | iShares U.S. Healthcare ETFetf | $18 | 0.0% | 66 | 0.0% | 0.00% | 0.0% | |
| CRWD | Sell | CrowdStrike Holdings Inc Class Aequities | $19 | 0.0% | 112 | -13.8% | 0.00% | 0.0% |
| LUV | Southwest Airlines Coequities | $19 | -26.9% | 723 | 0.0% | 0.00% | 0.0% | |
| ALL | Allstate Corpequities | $19 | 0.0% | 171 | 0.0% | 0.00% | 0.0% | |
| SCCO | Buy | Southern Copper Corpequities | $24 | +2300.0% | 319 | +1893.8% | 0.00% | – |
| PPL | Buy | PPL Corpequities | $25 | -10.7% | 1,059 | +2.5% | 0.00% | 0.0% |
| PPG | Buy | PPG Industries Incequities | $24 | -4.0% | 186 | +10.7% | 0.00% | 0.0% |
| DTE | Sell | DTE Energy Coequities | $22 | -75.0% | 223 | -72.3% | 0.00% | -75.0% |
| ISCG | iShares Morningstar Small-Cap Growth ETFetf | $27 | -6.9% | 695 | 0.0% | 0.00% | 0.0% | |
| BJ | BJ's Wholesale Club Holdings Incequities | $20 | +11.1% | 280 | 0.0% | 0.00% | 0.0% | |
| DFAU | New | Dimensional US Core Equity Market ETFetf | $22 | – | 747 | +100.0% | 0.00% | – |
| Sell | GE HealthCare Technologies Incequities | $18 | -66.7% | 281 | -58.9% | 0.00% | -60.0% | |
| ULH | Universal Logistics Holdings Incequities | $18 | -10.0% | 705 | 0.0% | 0.00% | 0.0% | |
| SLV | Buy | iShares Silver Trustetf | $29 | +163.6% | 1,442 | +180.5% | 0.00% | +100.0% |
| NVT | nVent Electric PLCequities | $26 | 0.0% | 500 | 0.0% | 0.00% | 0.0% | |
| ORI | Old Republic International Corpequities | $19 | +5.6% | 723 | 0.0% | 0.00% | 0.0% | |
| CINF | Buy | Cincinnati Financial Corpequities | $20 | +33.3% | 200 | +33.3% | 0.00% | +100.0% |
| Dimensional US Small Capetf | $26 | 0.0% | 1,013 | 0.0% | 0.00% | 0.0% | ||
| VTWV | Vanguard Russell 2000 Value Index Fund ETF Sharesetf | $21 | -4.5% | 174 | 0.0% | 0.00% | 0.0% | |
| CIBR | First Trust NASDAQ Cybersecurity ETFetf | $18 | 0.0% | 406 | 0.0% | 0.00% | 0.0% | |
| FXL | First Trust Technology AlphaDEX Fundetf | $22 | 0.0% | 197 | 0.0% | 0.00% | 0.0% | |
| STX | Buy | Seagate Technology PLCequities | $26 | +44.4% | 381 | +28.7% | 0.00% | 0.0% |
| VCSH | Vanguard Short-Term Corporate Bond Index Fund ETF Sharesetf | $23 | 0.0% | 300 | 0.0% | 0.00% | 0.0% | |
| WELL | Buy | Welltower Inc Comreit | $20 | +66.7% | 236 | +67.4% | 0.00% | +100.0% |
| NJR | Sell | New Jersey Resources Corpequities | $20 | -33.3% | 492 | -23.4% | 0.00% | -33.3% |
| SPYX | Buy | SPDR S&P 500 Fossil Fuel Reserves Free ETFetf | $28 | +600.0% | 780 | +664.7% | 0.00% | – |
| BWA | Sell | BorgWarner Incequities | $20 | -16.7% | 499 | -1.2% | 0.00% | 0.0% |
| DCI | Donaldson Co Incequities | $22 | -8.3% | 377 | 0.0% | 0.00% | 0.0% | |
| MO | Sell | Altria Group Incequities | $21 | -38.2% | 494 | -36.2% | 0.00% | -33.3% |
| XLP | Consumer Staples Select Sector SPDR Fundetf | $19 | -9.5% | 279 | 0.0% | 0.00% | 0.0% | |
| K | Sell | Kellogg Coequities | $25 | -28.6% | 416 | -19.5% | 0.00% | -33.3% |
| VGT | Buy | Vanguard Information Technology Index Fund ETF Sharesetf | $22 | +266.7% | 54 | +315.4% | 0.00% | +100.0% |
| FSK | FS KKR Capital Corpequities | $22 | +4.8% | 1,116 | 0.0% | 0.00% | 0.0% | |
| KEYS | Buy | Keysight Technologies Incequities | $22 | 0.0% | 172 | +30.3% | 0.00% | 0.0% |
| MSOS | Buy | AdvisorShares Pure US Cannabis ETFetf | $20 | +122.2% | 2,511 | +66.2% | 0.00% | +100.0% |
| KMI | Sell | Kinder Morgan Inc Pequities | $26 | -25.7% | 1,452 | -27.7% | 0.00% | -33.3% |
| KR | New | The Kroger Coequities | $24 | – | 555 | +100.0% | 0.00% | – |
| SCHP | Buy | Schwab U.S. TIPS ETFetf | $25 | +400.0% | 510 | +425.8% | 0.00% | – |
| EXPD | Buy | Expeditors International of Washington Incequities | $22 | +22.2% | 188 | +27.0% | 0.00% | 0.0% |
| SCHH | Buy | Schwab U.S. REIT ETFetf | $22 | -8.3% | 1,286 | +6.7% | 0.00% | 0.0% |
| WY | Buy | Weyerhaeuser Coequities | $20 | +17.6% | 646 | +26.4% | 0.00% | +100.0% |
| EIX | Edison Internationalequities | $25 | -10.7% | 404 | 0.0% | 0.00% | 0.0% | |
| VYMI | Vanguard International High Dividend Yield Index Fund ETF Sharesetf | $20 | 0.0% | 319 | 0.0% | 0.00% | 0.0% | |
| ETR | Buy | Entergy Corpequities | $21 | +162.5% | 230 | +187.5% | 0.00% | +100.0% |
| BOUT | Innovator IBD Breakout Opportunities ETFetf | $18 | -5.3% | 577 | 0.0% | 0.00% | 0.0% | |
| INGR | Ingredion Incequities | $20 | -4.8% | 200 | 0.0% | 0.00% | 0.0% | |
| VOYA | New | Voya Financial Incequities | $19 | – | 280 | +100.0% | 0.00% | – |
| CM | Canadian Imperial Bank of Commerceequities | $12 | 0.0% | 294 | 0.0% | 0.00% | 0.0% | |
| AGCO | AGCO Corpequities | $14 | -12.5% | 124 | 0.0% | 0.00% | 0.0% | |
| AMLP | Alerian MLP ETFetf | $13 | +8.3% | 300 | 0.0% | 0.00% | 0.0% | |
| ACES | ALPS Clean Energy ETFetf | $9 | -18.2% | 250 | 0.0% | 0.00% | 0.0% | |
| ARKK | ARK Innovation ETFetf | $17 | -10.5% | 426 | 0.0% | 0.00% | -50.0% | |
| ADPT | Adaptive Biotechnologies Corpequities | $7 | -12.5% | 1,298 | 0.0% | 0.00% | 0.0% | |
| BABA | Alibaba Group Holding Ltd ADRequities | $11 | 0.0% | 127 | 0.0% | 0.00% | 0.0% | |
| Strive U S Energy Etfetf | $11 | +10.0% | 356 | 0.0% | 0.00% | 0.0% | ||
| AIG | Buy | American International Group Incequities | $16 | +128.6% | 266 | +129.3% | 0.00% | 0.0% |
| AME | AMETEK Incequities | $12 | -7.7% | 77 | 0.0% | 0.00% | 0.0% | |
| BLOK | Amplify Transformational Data Sharing ETFetf | $13 | -7.1% | 621 | 0.0% | 0.00% | 0.0% | |
| BATT | Amplify Lithium & Battery Technology ETFetf | $13 | -13.3% | 1,096 | 0.0% | 0.00% | 0.0% | |
| Buy | Atlassian Corporation PLC Aequities | $10 | +400.0% | 54 | +350.0% | 0.00% | – | |
| AZO | New | AutoZone Incequities | $10 | – | 4 | +100.0% | 0.00% | – |
| BCE | BCE Incequities | $10 | -9.1% | 245 | 0.0% | 0.00% | 0.0% | |
| BKR | Buy | Baker Hughes Co Class Aequities | $10 | +400.0% | 278 | +491.5% | 0.00% | – |
| BNS | Bank of Nova Scotiaequities | $15 | -11.8% | 331 | 0.0% | 0.00% | 0.0% | |
| Buy | Bath & Body Works Incequities | $7 | +16.7% | 203 | +37.2% | 0.00% | 0.0% | |
| BAX | Buy | Baxter International Incequities | $9 | -18.2% | 377 | +7.7% | 0.00% | 0.0% |
| BEAM | Beam Therapeutics Incequities | $7 | -12.5% | 268 | 0.0% | 0.00% | 0.0% | |
| WRB | WR Berkley Corpequities | $8 | 0.0% | 133 | 0.0% | 0.00% | 0.0% | |
| BTI | British American Tobacco PLC ADRequities | $10 | -9.1% | 315 | 0.0% | 0.00% | 0.0% | |
| CBOE | Buy | Cboe Global Markets Incequities | $7 | – | 46 | +2200.0% | 0.00% | – |
| CDW | New | CDW Corpequities | $15 | – | 72 | +100.0% | 0.00% | – |
| CME | CME Group Inc Class Aequities | $7 | +16.7% | 33 | 0.0% | 0.00% | 0.0% | |
| CSL | Carlisle Companies Incequities | $8 | 0.0% | 32 | 0.0% | 0.00% | 0.0% | |
| CCL | Sell | Carnival Corpequities | $6 | -80.6% | 524 | -68.0% | 0.00% | -66.7% |
| CVNA | Carvana Co Class Aequities | $14 | +55.6% | 330 | 0.0% | 0.00% | 0.0% | |
| CNC | New | Centene Corpequities | $12 | – | 175 | +100.0% | 0.00% | – |
| CRNC | Cerence Inc Ordinary Sharesequities | $11 | -26.7% | 521 | 0.0% | 0.00% | 0.0% | |
| CDAY | New | CERIDIAN HCM HLDG INC COMequities | $6 | – | 90 | +100.0% | 0.00% | – |
| CHWY | Chewy Incequities | $11 | -54.2% | 614 | 0.0% | 0.00% | -50.0% | |
| CTSH | Cognizant Technology Solutions Corp Aequities | $6 | 0.0% | 92 | 0.0% | 0.00% | 0.0% | |
| ELP | Energy Company of Parana ADRequities | $8 | 0.0% | 922 | 0.0% | 0.00% | 0.0% | |
| CAG | ConAgra Foods Incequities | $8 | -20.0% | 300 | 0.0% | 0.00% | 0.0% | |
| CSGP | CoStar Group Incequities | $10 | -16.7% | 131 | 0.0% | 0.00% | 0.0% | |
| CCI | Buy | Crown Castle International Corpequities | $10 | +900.0% | 105 | +1212.5% | 0.00% | – |
| CRY | Artivion Incequities | $6 | -14.3% | 400 | 0.0% | 0.00% | 0.0% | |
| CFR | Cullen/Frost Bankers Incequities | $15 | -16.7% | 166 | 0.0% | 0.00% | -50.0% | |
| FIVG | Defiance 5G Next Gen Connectivity ETFetf | $11 | -8.3% | 364 | 0.0% | 0.00% | 0.0% | |
| EA | Electronic Arts Incequities | $8 | -11.1% | 70 | 0.0% | 0.00% | 0.0% | |
| ENB | Enbridge Incequities | $16 | -5.9% | 461 | 0.0% | 0.00% | 0.0% | |
| ET | Buy | Energy Transfer LPequities | $14 | +7.7% | 1,024 | +2.4% | 0.00% | 0.0% |
| NPO | EnPro Industries Incequities | $6 | -14.3% | 50 | 0.0% | 0.00% | 0.0% | |
| Buy | Federal Realty Investment Trustequities | $9 | +12.5% | 107 | +16.3% | 0.00% | 0.0% | |
| FAF | First American Financial Corpequities | $10 | 0.0% | 170 | 0.0% | 0.00% | 0.0% | |
| FXH | First Trust Health Care AlphaDEX Fundetf | $17 | -10.5% | 176 | 0.0% | 0.00% | -50.0% | |
| SKYY | First Trust ISE Cloud Computing Index Fundetf | $6 | 0.0% | 81 | 0.0% | 0.00% | 0.0% | |
| FAN | First Trust ISE Global Wind Energy Index Fundetf | $12 | -14.3% | 821 | 0.0% | 0.00% | 0.0% | |
| GRID | First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fundetf | $6 | -14.3% | 63 | 0.0% | 0.00% | 0.0% | |
| ROBT | First Trust Nasdaq Artificial Intelligence and Robotics ETFetf | $15 | -11.8% | 372 | 0.0% | 0.00% | 0.0% | |
| FTXH | First Trust Nasdaq Pharmaceuticals ETFetf | $15 | -6.2% | 593 | 0.0% | 0.00% | 0.0% | |
| FISV | Sell | Fiserv Incequities | $7 | -58.8% | 88 | -46.0% | 0.00% | 0.0% |
| FE | Buy | FirstEnergy Corpequities | $17 | +183.3% | 497 | +216.6% | 0.00% | 0.0% |
| FBHS | Fortune Brands Innovations Incequities | $12 | -20.0% | 208 | 0.0% | 0.00% | 0.0% | |
| AJG | New | Arthur J. Gallagher & Coequities | $13 | – | 58 | +100.0% | 0.00% | – |
| GME | GameStop Corp Class Aequities | $7 | -30.0% | 400 | 0.0% | 0.00% | 0.0% | |
| GM | Buy | General Motors Coequities | $10 | +900.0% | 303 | +2230.8% | 0.00% | – |
| GlaxoSmithKline PLC ADRequities | $10 | 0.0% | 284 | 0.0% | 0.00% | 0.0% | ||
| GNL | New | Global Net Lease Incequities | $6 | – | 576 | +100.0% | 0.00% | – |
| GEF | Greif Inc Class Aequities | $9 | -10.0% | 138 | 0.0% | 0.00% | 0.0% | |
| HCA | Buy | HCA Holdings Incequities | $12 | +200.0% | 51 | +292.3% | 0.00% | – |
| HDB | HDFC Bank Ltd ADRequities | $17 | -15.0% | 294 | 0.0% | 0.00% | -50.0% | |
| HAS | Hasbro Incequities | $8 | 0.0% | 121 | 0.0% | 0.00% | 0.0% | |
| HSY | Buy | The Hershey Coequities | $14 | +133.3% | 69 | +165.4% | 0.00% | 0.0% |
| HES | Buy | Hess Corpequities | $7 | +600.0% | 48 | +500.0% | 0.00% | – |
| HI | New | Hillenbrand Incequities | $8 | – | 200 | +100.0% | 0.00% | – |
| JBHT | JB Hunt Transport Services Incequities | $7 | 0.0% | 34 | 0.0% | 0.00% | 0.0% | |
| HBAN | Huntington Bancshares Incequities | $6 | 0.0% | 599 | 0.0% | 0.00% | 0.0% | |
| HII | Buy | Huntington Ingalls Industries Incequities | $7 | – | 34 | +3300.0% | 0.00% | – |
| ILMN | Illumina Incequities | $9 | -25.0% | 64 | 0.0% | 0.00% | 0.0% | |
| WOMN | Buy | Impact Shares YWCA Women's Empowerment ETFetf | $11 | 0.0% | 352 | +0.3% | 0.00% | 0.0% |
| IR | New | Ingersoll Rand Incequities | $16 | – | 246 | +100.0% | 0.00% | – |
| LOUP | Innovator Loup Frontier Tech ETFetf | $15 | -11.8% | 436 | 0.0% | 0.00% | 0.0% | |
| INMB | INmune Bio Incequities | $6 | -14.3% | 814 | 0.0% | 0.00% | 0.0% | |
| IART | Integra Lifesciences Holdings Corpequities | $16 | -5.9% | 406 | 0.0% | 0.00% | 0.0% | |
| IFF | International Flavors & Fragrances Incequities | $8 | -11.1% | 123 | 0.0% | 0.00% | 0.0% | |
| PDBC | Buy | PowerShares DB Optimum Yield Diversified Commodity Strategy Portfolioetf | $17 | +54.5% | 1,215 | +39.7% | 0.00% | 0.0% |
| InvenTrust Properties Corp.reit | $6 | 0.0% | 262 | 0.0% | 0.00% | 0.0% | ||
| RHS | Buy | Invesco S&P 500 Eql Wt Cnsm Stapl ETFetf | $10 | -23.1% | 320 | +315.6% | 0.00% | 0.0% |
| ERTH | PowerShares Cleantech Portfolioetf | $7 | -12.5% | 168 | 0.0% | 0.00% | 0.0% | |
| PRFZ | Buy | PowerShares FTSE RAFI US 1500 Small-Mid Portfolioetf | $6 | 0.0% | 185 | +400.0% | 0.00% | 0.0% |
| TAN | Guggenheim Solar ETFetf | $13 | -23.5% | 243 | 0.0% | 0.00% | 0.0% | |
| IQV | Buy | IQVIA Holdings Incequities | $15 | +7.1% | 76 | +18.8% | 0.00% | 0.0% |
| BKF | iShares MSCI BRIC ETFetf | $8 | 0.0% | 246 | 0.0% | 0.00% | 0.0% | |
| IGM | iShares North American Tech ETFetf | $15 | 0.0% | 39 | 0.0% | 0.00% | 0.0% | |
| IBB | iShares Nasdaq Biotechnology ETFetf | $16 | -5.9% | 130 | 0.0% | 0.00% | 0.0% | |
| SUB | Sell | iShares Short-Term National Muni Bond ETFetf | $13 | -48.0% | 125 | -47.0% | 0.00% | -50.0% |
| MBB | Buy | iShares MBS ETFetf | $17 | +325.0% | 197 | +319.1% | 0.00% | – |
| USIG | Buy | iShares Broad USD Investment Grade Corporate Bond ETFetf | $7 | +600.0% | 141 | +513.0% | 0.00% | – |
| TLH | New | iShares 10-20 Year Treasury Bond ETFetf | $8 | – | 83 | +100.0% | 0.00% | – |
| PFF | iShares U.S. Preferred Stock ETFetf | $9 | 0.0% | 300 | 0.0% | 0.00% | 0.0% | |
| EFG | New | iShares MSCI EAFE Growth ETFetf | $14 | – | 166 | +100.0% | 0.00% | – |
| GSG | iShares S&P Gsci Cmdtyetf | $9 | 0.0% | 483 | 0.0% | 0.00% | 0.0% | |
| INDA | iShares MSCI India ETFetf | $14 | 0.0% | 317 | 0.0% | 0.00% | 0.0% | |
| FLOT | iShares Floating Rate Bond ETFetf | $14 | 0.0% | 281 | 0.0% | 0.00% | 0.0% | |
| STIP | New | iShares 0-5 Year TIPS Bond ETFetf | $8 | – | 83 | +100.0% | 0.00% | – |
| MTUM | iShares Edge MSCI USA Momentum Factor ETFetf | $16 | 0.0% | 111 | 0.0% | 0.00% | 0.0% | |
| EWJ | iShares MSCI Japan ETFetf | $10 | 0.0% | 168 | 0.0% | 0.00% | 0.0% | |
| SHYG | New | iShares 0-5 Year High Yield Corporate Bond ETFetf | $12 | – | 288 | +100.0% | 0.00% | – |
| SMMV | iShares Edge MSCI Min Vol USA Small-Cap ETFetf | $13 | -7.1% | 406 | 0.0% | 0.00% | 0.0% | |
| IRBO | Buy | iShares Robotics and Artificial Intelligence Multisector ETFetf | $7 | +40.0% | 245 | +69.0% | 0.00% | – |
| IFRA | Buy | iShares US Infrastructure ETFetf | $16 | 0.0% | 440 | +10.0% | 0.00% | 0.0% |
| KNDI | Kandi Technologies Group Incequities | $7 | -12.5% | 2,000 | 0.0% | 0.00% | 0.0% | |
| KIM | Buy | Kimco Realty Corpequities | $9 | – | 523 | +2173.9% | 0.00% | – |
| KGC | Kinross Gold Corpequities | $16 | -5.9% | 3,600 | 0.0% | 0.00% | 0.0% | |
| KHC | The Kraft Heinz Coequities | $6 | 0.0% | 167 | 0.0% | 0.00% | 0.0% | |
| Sell | Kyndryl Holdings Inc Ordinary Sharesequities | $7 | +16.7% | 752 | -1.6% | 0.00% | 0.0% | |
| LNC | Lincoln National Corpequities | $11 | 0.0% | 443 | 0.0% | 0.00% | 0.0% | |
| LULU | Lululemon Athletica Incequities | $6 | 0.0% | 15 | 0.0% | 0.00% | 0.0% | |
| MSCI | MSCI Incequities | $13 | +18.2% | 24 | 0.0% | 0.00% | 0.0% | |
| MTCH | Buy | Match Group Incequities | $8 | -11.1% | 211 | +6.0% | 0.00% | 0.0% |
| MELI | MercadoLibre Incequities | $11 | +22.2% | 8 | 0.0% | 0.00% | 0.0% | |
| MCY | Mercury General Corpequities | $9 | -10.0% | 320 | 0.0% | 0.00% | 0.0% | |
| MODV | ModivCare Incequities | $7 | -36.4% | 236 | 0.0% | 0.00% | 0.0% | |
| MNST | New | Monster Beverage Corpequities | $7 | – | 123 | +100.0% | 0.00% | – |
| MCO | Moody's Corporationequities | $15 | -6.2% | 47 | 0.0% | 0.00% | 0.0% | |
| NGG | National Grid PLC ADRequities | $9 | -10.0% | 151 | 0.0% | 0.00% | 0.0% | |
| NTAP | Buy | NetApp Incequities | $12 | +50.0% | 161 | +46.4% | 0.00% | 0.0% |
| NXST | Nexstar Media Group Inc Class Aequities | $6 | -14.3% | 45 | 0.0% | 0.00% | 0.0% | |
| NTRS | Northern Trust Corpequities | $14 | 0.0% | 195 | 0.0% | 0.00% | 0.0% | |
| ON | ON Semiconductor Corpequities | $12 | 0.0% | 124 | 0.0% | 0.00% | 0.0% | |
| OGS | ONE Gas Incequities | $6 | -25.0% | 100 | 0.0% | 0.00% | 0.0% | |
| PCAR | Sell | PACCAR Incequities | $7 | 0.0% | 247 | -2.4% | 0.00% | 0.0% |
| PTMC | Pacer Trendpilot 450 ETFetf | $17 | -5.6% | 536 | 0.0% | 0.00% | -50.0% | |
| PKG | Buy | Packaging Corp of Americaequities | $8 | +100.0% | 56 | +100.0% | 0.00% | – |
| PII | Polaris Industries Incequities | $16 | -11.1% | 149 | 0.0% | 0.00% | -50.0% | |
| PSA | New | Public Storageequities | $12 | – | 45 | +100.0% | 0.00% | – |
| PSTG | Pure Storage Inc Aequities | $6 | 0.0% | 150 | 0.0% | 0.00% | 0.0% | |
| Ritchie Bros Auctioneers Incequities | $16 | +6.7% | 249 | 0.0% | 0.00% | 0.0% | ||
| REGN | New | Regeneron Pharmaceuticals Incequities | $12 | – | 15 | +100.0% | 0.00% | – |
| Sell | Rivian Automotive Inc Class Aequities | $6 | +20.0% | 265 | -10.8% | 0.00% | – | |
| ROP | Buy | Roper Technologies Incequities | $7 | +600.0% | 15 | +650.0% | 0.00% | – |
| EWX | SPDR S&P Emerging Markets Small Cap ETFetf | $12 | 0.0% | 222 | 0.0% | 0.00% | 0.0% | |
| XITK | SPDR FactSet Innovative Technology ETFetf | $8 | 0.0% | 62 | 0.0% | 0.00% | 0.0% | |
| XME | SPDR S&P Metals and Mining ETFetf | $6 | 0.0% | 112 | 0.0% | 0.00% | 0.0% | |
| SMLV | SPDR Russell 2000 Low Volatility ETFetf | $13 | -7.1% | 135 | 0.0% | 0.00% | 0.0% | |
| SSRM | Sell | SSR Mining Incequities | $13 | -53.6% | 1,000 | -50.0% | 0.00% | -50.0% |
| SCHI | New | SCHWAB STRATEGIC TR 5 10YR COR P BD ETFetf | $6 | – | 136 | +100.0% | 0.00% | – |
| XLY | Consumer Discretionary Select Sector SPDR Fundetf | $7 | -12.5% | 46 | 0.0% | 0.00% | 0.0% | |
| SVM | SVM UK Emerging Fund Plcetf | $10 | -9.1% | 4,043 | 0.0% | 0.00% | 0.0% | |
| SPG | Buy | Simon Ppty Groupequities | $8 | – | 73 | +2333.3% | 0.00% | – |
| SKYW | SkyWest Incequities | $14 | +7.7% | 329 | 0.0% | 0.00% | 0.0% | |
| SQ | Square Inc Aequities | $16 | -40.7% | 413 | 0.0% | 0.00% | -50.0% | |
| SPWR | SunPower Corpequities | $6 | -40.0% | 1,000 | 0.0% | 0.00% | 0.0% | |
| SNPS | New | Synopsys Incequities | $10 | – | 22 | +100.0% | 0.00% | – |
| SYF | Buy | Synchrony Financialequities | $10 | +900.0% | 322 | +1794.1% | 0.00% | – |
| TXT | Buy | Textron Incequities | $8 | +166.7% | 100 | +81.8% | 0.00% | – |
| TTD | The Trade Desk Inc Aequities | $8 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| Thomson Reuters Corpequities | $13 | -7.1% | 104 | 0.0% | 0.00% | 0.0% | ||
| TPSC | Timothy Plan US Small Cap Core ETFetf | $8 | 0.0% | 259 | 0.0% | 0.00% | 0.0% | |
| TPLC | Timothy Plan US Large/Mid Cap Core ETFetf | $13 | 0.0% | 365 | 0.0% | 0.00% | 0.0% | |
| TRMK | Trustmark Corpequities | $7 | 0.0% | 312 | 0.0% | 0.00% | 0.0% | |
| UGI | UGI Corpequities | $15 | -11.8% | 642 | 0.0% | 0.00% | 0.0% | |
| ULTA | Buy | Ulta Beauty Incequities | $9 | +125.0% | 22 | +144.4% | 0.00% | – |
| OLED | Universal Display Corpequities | $8 | +14.3% | 50 | 0.0% | 0.00% | 0.0% | |
| UNM | Buy | Unum Groupequities | $10 | +400.0% | 203 | +515.2% | 0.00% | – |
| EMLC | New | VanEck Vectors J.P. Morgan EM Local Currency Bond ETFetf | $6 | – | 234 | +100.0% | 0.00% | – |
| BIV | Vanguard Intermediate-Term Bond Index Fund ETF Sharesetf | $13 | -7.1% | 183 | 0.0% | 0.00% | 0.0% | |
| VNQI | New | Vanguard Global ex-U.S. Real Estate Index Fund ETF Sharesetf | $7 | – | 170 | +100.0% | 0.00% | – |
| VONG | Vanguard Russell 1000 Growth Index Fund ETF Sharesetf | $9 | 0.0% | 125 | 0.0% | 0.00% | 0.0% | |
| VMBS | Buy | Vanguard Mortgage-Backed Securities Index Fund ETF Sharesetf | $7 | +600.0% | 163 | +986.7% | 0.00% | – |
| VRSK | Verisk Analytics Incequities | $8 | 0.0% | 33 | 0.0% | 0.00% | 0.0% | |
| VTRS | Sell | Viatris Incequities | $11 | 0.0% | 1,656 | -4.1% | 0.00% | 0.0% |
| VOD | Vodafone Group PLC ADRequities | $6 | 0.0% | 634 | 0.0% | 0.00% | 0.0% | |
| VMC | Buy | Vulcan Materials Coequities | $15 | +15.4% | 71 | +29.1% | 0.00% | 0.0% |
| DEM | Sell | WisdomTree Emerging Markets High Dividend Fundetf | $6 | -97.8% | 180 | -97.5% | 0.00% | -95.7% |
| DLS | WisdomTree International SmallCap Dividend Fundetf | $14 | 0.0% | 247 | 0.0% | 0.00% | 0.0% | |
| DFJ | WisdomTree Japan SmallCap Dividend Fundetf | $6 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| WCLD | WisdomTree Cloud Computing Fundetf | $12 | -7.7% | 399 | 0.0% | 0.00% | 0.0% | |
| PLAT | WisdomTree Modern Tech Platforms Fundetf | $13 | -7.1% | 432 | 0.0% | 0.00% | 0.0% | |
| YUMC | Yum China Holdings Incequities | $6 | 0.0% | 113 | 0.0% | 0.00% | 0.0% | |
| ACGL | Arch Capital Group Ltdequities | $12 | +9.1% | 151 | 0.0% | 0.00% | 0.0% | |
| CWCO | Consolidate Water Coequities | $6 | +20.0% | 215 | 0.0% | 0.00% | – | |
| New | CRH PLC ADRequities | $15 | – | 272 | +100.0% | 0.00% | – | |
| Globalfoundries Incequities | $8 | 0.0% | 124 | 0.0% | 0.00% | 0.0% | ||
| ICLR | Icon PLCequities | $8 | 0.0% | 31 | 0.0% | 0.00% | 0.0% | |
| PRTA | Prothena Corp PLCequities | $9 | -30.8% | 184 | 0.0% | 0.00% | 0.0% | |
| GRMN | New | Garmin Ltdequities | $17 | – | 160 | +100.0% | 0.00% | – |
| UBS | UBS Group AGequities | $7 | +16.7% | 289 | 0.0% | 0.00% | 0.0% | |
| TEL | Buy | TE Connectivity Ltdequities | $13 | +85.7% | 110 | +120.0% | 0.00% | 0.0% |
| WIX | Wix.com Ltdequities | $10 | +25.0% | 106 | 0.0% | 0.00% | 0.0% | |
| RCL | Buy | Royal Caribbean Cruises Ltdequities | $11 | -8.3% | 120 | +2.6% | 0.00% | 0.0% |
| MAA | Mid America Apartment Coreit | $5 | -16.7% | 37 | 0.0% | 0.00% | -100.0% | |
| MD | Mednax Incequities | $1 | 0.0% | 100 | 0.0% | 0.00% | – | |
| MAS | New | Masco Corpequities | $1 | – | 14 | +100.0% | 0.00% | – |
| MLM | Martin Marietta Materials Incequities | $0 | – | 1 | 0.0% | 0.00% | – | |
| PTON | Sell | Peloton Interactive Incequities | $0 | -100.0% | 61 | -57.6% | 0.00% | – |
| Praxair Incequities | $2 | 0.0% | 200 | 0.0% | 0.00% | – | ||
| PTC | New | PTC Incequities | $3 | – | 23 | +100.0% | 0.00% | – |
| EBND | New | SPDR Barclays Emerging Markets Local Bond ETFetf | $5 | – | 210 | +100.0% | 0.00% | – |
| PCG | PG&E Corpequities | $2 | 0.0% | 126 | 0.0% | 0.00% | – | |
| OC | New | Owens-Corning Incequities | $1 | – | 9 | +100.0% | 0.00% | – |
| Orion Office REIT Incequities | $0 | – | 30 | 0.0% | 0.00% | – | ||
| KRE | SPDR S&P Regional Banking ETFetf | $5 | 0.0% | 130 | 0.0% | 0.00% | – | |
| RIO | Exit | Rio Tinto PLC ADRequities | $0 | – | -66 | -100.0% | 0.00% | – |
| OGN | Sell | Organon & Coequities | $3 | -57.1% | 652 | -9.8% | 0.00% | -100.0% |
| OMC | Buy | Omnicom Group Incequities | $4 | – | 55 | +1733.3% | 0.00% | – |
| ODFL | Old Dominion Freight Lines Incequities | $0 | – | 1 | 0.0% | 0.00% | – | |
| OKTA | Okta Inc Aequities | $1 | 0.0% | 12 | 0.0% | 0.00% | – | |
| OXYWS | Occidental Petrol 27 Wtsequities | $0 | – | 7 | 0.0% | 0.00% | – | |
| NVAX | Novavax Incequities | $0 | – | 65 | 0.0% | 0.00% | – | |
| BIBL | Inspire 100 ETFetf | $1 | 0.0% | 41 | 0.0% | 0.00% | – | |
| NKLA | Nikola Corpequities | $0 | – | 220 | 0.0% | 0.00% | – | |
| NEOG | Neogen Corpequities | $1 | 0.0% | 40 | 0.0% | 0.00% | – | |
| Exit | Brc Incequities | $0 | – | -257 | -100.0% | 0.00% | – | |
| HTZZ | Exit | Hertz Global Holdings Inc Ordinary Shares (New)equities | $0 | – | -105 | -100.0% | 0.00% | – |
| Nanoviricides Incequities | $2 | 0.0% | 1,450 | 0.0% | 0.00% | – | ||
| NRG | NRG Energy Incequities | $1 | 0.0% | 28 | 0.0% | 0.00% | – | |
| NIO | NIO Inc ADRequities | $0 | – | 67 | 0.0% | 0.00% | – | |
| MOS | Buy | The Mosaic Coequities | $2 | – | 84 | +500.0% | 0.00% | – |
| HSIC | Buy | Henry Schein Incequities | $3 | – | 42 | +2000.0% | 0.00% | – |
| MORN | Morningstar Incequities | $3 | 0.0% | 13 | 0.0% | 0.00% | – | |
| MONOGRAM ORTHOPAEDICS ORDequities | $3 | -25.0% | 1,000 | 0.0% | 0.00% | – | ||
| TAP | Molson Coors Brewing Co Bequities | $1 | 0.0% | 11 | 0.0% | 0.00% | – | |
| MCHP | New | Microchip Technology Incequities | $4 | – | 55 | +100.0% | 0.00% | – |
| MANH | Manhattan Associates Incequities | $4 | 0.0% | 22 | 0.0% | 0.00% | – | |
| MGM | New | MGM Resorts Internationalequities | $1 | – | 18 | +100.0% | 0.00% | – |
| Lucid Group Inc Shsequities | $1 | 0.0% | 95 | 0.0% | 0.00% | – | ||
| L | New | Loews Corpequities | $5 | – | 85 | +100.0% | 0.00% | – |
| LFVN | New | Lifevantage Corpequities | $0 | – | 73 | +100.0% | 0.00% | – |
| LEN | Sell | Lennar Corpequities | $0 | -100.0% | 4 | -93.3% | 0.00% | -100.0% |
| EL | Sell | The Estee Lauder Companies Inc Class Aequities | $3 | -97.7% | 25 | -96.3% | 0.00% | -100.0% |
| LSTR | Landstar System Incequities | $3 | 0.0% | 16 | 0.0% | 0.00% | – | |
| LW | New | Lamb Weston Holdings Incequities | $3 | – | 35 | +100.0% | 0.00% | – |
| SCHR | New | Schwab Intermediate-Term U.S. Treasury ETFetf | $3 | – | 72 | +100.0% | 0.00% | – |
| LH | New | Laboratory Corp of America Holdingsequities | $2 | – | 12 | +100.0% | 0.00% | – |
| LKQ | LKQ Corpequities | $0 | – | 6 | 0.0% | 0.00% | – | |
| New | KENVUE ORDequities | $1 | – | 48 | +100.0% | 0.00% | – | |
| SEE | Sealed Air Corpequities | $0 | – | 10 | 0.0% | 0.00% | – | |
| KMPR | Kemper Corpequities | $0 | – | 6 | 0.0% | 0.00% | – | |
| JNPR | New | Juniper Networks Incequities | $0 | – | 1 | +100.0% | 0.00% | – |
| DOCN | Exit | Digitalocean Hldgs Incequities | $0 | – | -52 | -100.0% | 0.00% | – |
| JD | JD.com Inc ADRequities | $4 | 0.0% | 122 | 0.0% | 0.00% | – | |
| XLF | Sell | Sector Spdr Financial Selectetf | $5 | -90.4% | 154 | -90.2% | 0.00% | -100.0% |
| USHY | iShares Broad USD High Yield Corporate Bond ETFetf | $0 | – | 2 | 0.0% | 0.00% | – | |
| IBHE | iShares High Yield Bond ETF 12/15/2025etf | $3 | 0.0% | 118 | 0.0% | 0.00% | – | |
| GOVT | iShares Core U.S. Treasury Bond ETFetf | $1 | 0.0% | 37 | 0.0% | 0.00% | – | |
| IAT | iShares U.S. Regional Banks ETFetf | $4 | 0.0% | 145 | 0.0% | 0.00% | – | |
| IGIB | iShares Intermediate-Term Corporate Bond ETFetf | $1 | 0.0% | 24 | 0.0% | 0.00% | – | |
| DSI | iShares MSCI KLD 400 Social ETFetf | $4 | 0.0% | 45 | 0.0% | 0.00% | – | |
| BLCN | Siren Nasdaq NexGen Economy ETFetf | $4 | -20.0% | 236 | 0.0% | 0.00% | – | |
| RMD | Exit | ResMed Incequities | $0 | – | -2 | -100.0% | 0.00% | – |
| MUB | iShares National Muni Bond ETFetf | $0 | – | 1 | 0.0% | 0.00% | – | |
| Sundial Growers Inc Ordinary Sharesequities | $0 | – | 100 | 0.0% | 0.00% | – | ||
| EMB | Buy | iShares J.P. Morgan USD Emerging Markets Bond ETFetf | $4 | – | 55 | +5400.0% | 0.00% | – |
| SOFI | SoFi Technologies Inc Ordinary Sharesequities | $3 | 0.0% | 400 | 0.0% | 0.00% | – | |
| SEDG | SolarEdge Technologies Incequities | $1 | -50.0% | 8 | 0.0% | 0.00% | – | |
| SONY | Sony Group Corpequities | $5 | -16.7% | 59 | 0.0% | 0.00% | -100.0% | |
| ACWI | iShares MSCI ACWI ETFetf | $0 | – | 1 | 0.0% | 0.00% | – | |
| ACWX | iShares MSCI ACWI ex U.S. ETFetf | $4 | 0.0% | 77 | 0.0% | 0.00% | – | |
| IMCB | iShares Morningstar Mid-Cap ETFetf | $2 | -33.3% | 41 | 0.0% | 0.00% | – | |
| SPLK | Splunk Incequities | $1 | 0.0% | 8 | 0.0% | 0.00% | – | |
| ICF | iShares Cohen & Steers REIT ETFetf | $3 | 0.0% | 56 | 0.0% | 0.00% | – | |
| IRM | New | Iron Mountain Inc Com Npvequities | $4 | – | 60 | +100.0% | 0.00% | – |
| IRDM | Iridium Communications Iequities | $2 | 0.0% | 40 | 0.0% | 0.00% | – | |
| DBA | PowerShares DB Agriculture Fundetf | $3 | 0.0% | 140 | 0.0% | 0.00% | – | |
| SFIX | Stitch Fix Inc Class Aequities | $0 | – | 20 | 0.0% | 0.00% | – | |
| Buy | BulletShares Municipal Bond ETF 12/15/2032etf | $4 | – | 262 | +670.6% | 0.00% | – | |
| Stronghold Digital Mining Incequities | $0 | – | 60 | 0.0% | 0.00% | – | ||
| BSJP | BulletShares HY Corporate Bond ETF 12/15/2025etf | $2 | 0.0% | 81 | 0.0% | 0.00% | – | |
| XSHQ | PowerShares S&P SmallCap Quality Portfolioetf | $4 | 0.0% | 110 | 0.0% | 0.00% | – | |
| PEJ | PowerShares Dynamic Leisure and Entertainment Portfolioetf | $4 | -20.0% | 108 | 0.0% | 0.00% | – | |
| RUN | Sunrun Incequities | $1 | -50.0% | 86 | 0.0% | 0.00% | – | |
| PJP | PowerShares Dynamic Pharmaceuticals Portfolioetf | $1 | 0.0% | 13 | 0.0% | 0.00% | – | |
| Buy | Sylvamo Corpequities | $2 | – | 50 | +900.0% | 0.00% | – | |
| SNV | Synovus Financial Corpequities | $3 | 0.0% | 95 | 0.0% | 0.00% | – | |
| PBW | PowerShares WilderHill Clean Energy Portfolioetf | $1 | -50.0% | 46 | 0.0% | 0.00% | – | |
| IPG | The Interpublic Group of Companies Incequities | $4 | -33.3% | 147 | 0.0% | 0.00% | -100.0% | |
| IBKR | New | Interactive Brokers Group Incequities | $1 | – | 9 | +100.0% | 0.00% | – |
| IEX | IDEX Corpequities | $2 | 0.0% | 10 | 0.0% | 0.00% | – | |
| IBN | ICICI Bank Ltd ADRequities | $3 | 0.0% | 140 | 0.0% | 0.00% | – | |
| TPR | Tapestry Incequities | $1 | 0.0% | 23 | 0.0% | 0.00% | – | |
| TRP | TransCanada Corpequities | $3 | 0.0% | 66 | 0.0% | 0.00% | – | |
| TECK | Teck Resources Ltd Class Bequities | $4 | 0.0% | 86 | 0.0% | 0.00% | – | |
| TDOC | Teladoc Health Incequities | $1 | 0.0% | 56 | 0.0% | 0.00% | – | |
| HWM | Buy | Howmet Aerospace Incequities | $2 | +100.0% | 53 | +130.4% | 0.00% | – |
| HST | Buy | Host Hotels & Resorts Incequities | $4 | +300.0% | 242 | +656.2% | 0.00% | – |
| REAL | The RealReal Incequities | $0 | -100.0% | 232 | 0.0% | 0.00% | – | |
| HOLX | New | Hologic Incequities | $2 | – | 30 | +100.0% | 0.00% | – |
| HTGC | Hercules Capital Incequities | $3 | 0.0% | 200 | 0.0% | 0.00% | – | |
| JKHY | Jack Henry & Associates Incequities | $1 | 0.0% | 7 | 0.0% | 0.00% | – | |
| HTBX | NIGHTHAWK BIOSCIENCES INC COMequities | $3 | -25.0% | 6,500 | 0.0% | 0.00% | – | |
| BMRN | Exit | Biomarin Pharmaceutical Incequities | $0 | – | -54 | -100.0% | 0.00% | – |
| SJM | Exit | JM Smucker Coequities | $0 | – | -10 | -100.0% | 0.00% | – |
| TSCO | New | Tractor Supply Coequities | $2 | – | 9 | +100.0% | 0.00% | – |
| TW | Tradeweb Markets Incequities | $0 | – | 3 | 0.0% | 0.00% | – | |
| HQY | HealthEquity Incequities | $1 | 0.0% | 9 | 0.0% | 0.00% | – | |
| TRUP | Trupanion Incequities | $1 | – | 20 | 0.0% | 0.00% | – | |
| HOG | Harley-Davidson Incequities | $1 | 0.0% | 26 | 0.0% | 0.00% | – | |
| AMC | Exit | AMC Entertainment Holdings Inc Class Aequities | $0 | – | -10 | -100.0% | 0.00% | – |
| TWLO | Twilio Inc Aequities | $3 | 0.0% | 69 | 0.0% | 0.00% | – | |
| TWO RDS SHARED TRUST HYPATIA W OMEN CEO ETFetf | $2 | -33.3% | 98 | 0.0% | 0.00% | – | ||
| TYL | New | Tyler Technologies Incequities | $4 | – | 10 | +100.0% | 0.00% | – |
| MPW | Exit | Medical Propertiesequities | $0 | – | -83 | -100.0% | 0.00% | – |
| Hall Of Fame Resort & Entertainment Co Ordinary Sharesequities | $0 | – | 56 | 0.0% | 0.00% | – | ||
| HOFVW | Hall Of Fame Reso 25 Wtfetf | $0 | -100.0% | 16,000 | 0.0% | 0.00% | – | |
| UAA | Under Armour Inc Aequities | $1 | 0.0% | 140 | 0.0% | 0.00% | – | |
| UA | Under Armour Inc Class Cequities | $1 | 0.0% | 140 | 0.0% | 0.00% | – | |
| Haleon Plcequities | $4 | 0.0% | 356 | 0.0% | 0.00% | – | ||
| HSBC | HSBC Holdings PLC ADRequities | $4 | 0.0% | 100 | 0.0% | 0.00% | – | |
| UAL | United Continental Holdings Incequities | $0 | -100.0% | 11 | 0.0% | 0.00% | – | |
| UMC | New | United Microelectronics Corp ADRequities | $0 | – | 50 | +100.0% | 0.00% | – |
| GWW | W.W. Grainger Incequities | $1 | -50.0% | 2 | 0.0% | 0.00% | – | |
| GT | Goodyear Tire & Rubber Coequities | $2 | -33.3% | 200 | 0.0% | 0.00% | – | |
| GEL | Genesis Energy LPequities | $5 | 0.0% | 500 | 0.0% | 0.00% | – | |
| UNG | United States Natural Gas Fund, LPetf | $1 | 0.0% | 82 | 0.0% | 0.00% | – | |
| GTX | Sell | Garrett Motion Incequities | $0 | – | 19 | -29.6% | 0.00% | – |
| U | Unity Software Incequities | $0 | – | 8 | 0.0% | 0.00% | – | |
| GCV | Gabelli Convertble & Incequities | $5 | 0.0% | 1,224 | 0.0% | 0.00% | – | |
| UHS | Universal Health Services Inc Class Bequities | $1 | 0.0% | 4 | 0.0% | 0.00% | – | |
| UPST | Upstart Holdings Incequities | $0 | – | 8 | 0.0% | 0.00% | – | |
| FURY | Fury Gold Mines Ltdequities | $0 | – | 8 | 0.0% | 0.00% | – | |
| FTAI Infrastructure Incequities | $3 | 0.0% | 848 | 0.0% | 0.00% | – | ||
| FCX | Sell | Freeport-McMoRan Incequities | $5 | -98.3% | 141 | -98.0% | 0.00% | -100.0% |
| FLT | New | Fleetcor Technologies Incequities | $3 | – | 11 | +100.0% | 0.00% | – |
| FSR | Fisker Inc Ordinary Shares - Class Aequities | $1 | 0.0% | 152 | 0.0% | 0.00% | – | |
| BUD | Exit | Anheuser-Busch Inbev SA ADRequities | $0 | – | -50 | -100.0% | 0.00% | – |
| FITB | Buy | Fifth Third Bancorpequities | $5 | +400.0% | 181 | +402.8% | 0.00% | – |
| BUZZ | VanEck Vectors Social Sentiment ETFetf | $3 | 0.0% | 204 | 0.0% | 0.00% | – | |
| ONEQ | New | Fidelity NASDAQ Composite Index Tracking Stock Fundetf | $0 | – | 1 | +100.0% | 0.00% | – |
| FATE | Fate Therapeutics Incequities | $0 | – | 55 | 0.0% | 0.00% | – | |
| FDS | FactSet Research Systems Incequities | $2 | 0.0% | 6 | 0.0% | 0.00% | – | |
| EXR | Buy | Extra Space Storage Incequities | $5 | +400.0% | 44 | +1000.0% | 0.00% | – |
| VIOO | Vanguard S&P Small-Cap 600 Index Fund ETF Sharesetf | $4 | 0.0% | 44 | 0.0% | 0.00% | – | |
| BITQ | Bitwise Crypto Industry Innovators ETFetf | $5 | -16.7% | 758 | 0.0% | 0.00% | -100.0% | |
| EVGO | EVgo Inc Class Aequities | $1 | 0.0% | 165 | 0.0% | 0.00% | – | |
| ETSY | Etsy Incequities | $2 | -33.3% | 36 | 0.0% | 0.00% | – | |
| New | Erytech Pharma - Spon ADRequities | $2 | – | 400 | +100.0% | 0.00% | – | |
| EFX | Equifax Incequities | $0 | – | 1 | 0.0% | 0.00% | – | |
| VWOB | Vanguard Emerging Markets Government Bond Index Fund ETF Sharesetf | $0 | – | 2 | 0.0% | 0.00% | – | |
| NVST | Envista Holdings Corp Ordinary Sharesequities | $3 | -25.0% | 117 | 0.0% | 0.00% | – | |
| BNDX | Sell | Vanguard Total International Bond Index Fund ETF Sharesetf | $0 | -100.0% | 4 | -87.1% | 0.00% | – |
| ENV | Envestnet Incequities | $1 | 0.0% | 14 | 0.0% | 0.00% | – | |
| ENPH | Enphase Energy Incequities | $5 | -16.7% | 38 | 0.0% | 0.00% | -100.0% | |
| Sell | Embecta Corpequities | $0 | – | 27 | -44.9% | 0.00% | – | |
| EGP | Eastgroup Propertiesreit | $5 | 0.0% | 30 | 0.0% | 0.00% | – | |
| AWAY | New | ETFMG Travel Tech ETFetf | $0 | – | 15 | +100.0% | 0.00% | – |
| MJ | ETFMG Alternative Harvest ETFetf | $0 | – | 38 | 0.0% | 0.00% | – | |
| VDE | Vanguard Energy Index Fund ETF Sharesetf | $4 | +33.3% | 29 | 0.0% | 0.00% | – | |
| QTUM | Defiance Quantum ETFetf | $2 | -33.3% | 52 | 0.0% | 0.00% | – | |
| Duolingo Incequities | $2 | 0.0% | 15 | 0.0% | 0.00% | – | ||
| DBX | Dropbox Inc Class Aequities | $1 | 0.0% | 31 | 0.0% | 0.00% | – | |
| DG | Sell | Dollar General Corpequities | $5 | -50.0% | 95 | -14.4% | 0.00% | -100.0% |
| DOCU | Sell | DocuSign Incequities | $2 | -50.0% | 53 | -32.9% | 0.00% | – |
| CLDL | New | Direxion Daily Cloud Computing Bull 2X Sharesetf | $0 | – | 10 | +100.0% | 0.00% | – |
| VTWO | Vanguard Russell 2000 Index Fund ETF Sharesetf | $0 | – | 5 | 0.0% | 0.00% | – | |
| VCIT | Vanguard Intermediate-Term Corporate Bond Index Fund ETF Sharesetf | $2 | 0.0% | 26 | 0.0% | 0.00% | – | |
| QQQE | Direxion NASDAQ-100 Equal Weighted Index Sharesetf | $5 | -16.7% | 73 | 0.0% | 0.00% | -100.0% | |
| SOXL | New | Direxion Daily Semiconductor Bull 3X Sharesetf | $0 | – | 12 | +100.0% | 0.00% | – |
| Sell | Dimensional US Real Estate ETFetf | $0 | -100.0% | 25 | -92.8% | 0.00% | -100.0% | |
| FANG | Diamondback Energy Incequities | $4 | 0.0% | 28 | 0.0% | 0.00% | – | |
| DEO | Diageo PLC ADRequities | $1 | 0.0% | 6 | 0.0% | 0.00% | – | |
| DAL | Delta Air Lines Incequities | $1 | 0.0% | 16 | 0.0% | 0.00% | – | |
| DAR | New | Darling Ingredients Incequities | $1 | – | 11 | +100.0% | 0.00% | – |
| DRI | New | Darden Restaurants Incequities | $4 | – | 25 | +100.0% | 0.00% | – |
| DXC | DXC Technology Coequities | $0 | -100.0% | 100 | 0.0% | 0.00% | – | |
| DTM | Sell | DT Midstream Incequities | $3 | -81.2% | 50 | -85.3% | 0.00% | -100.0% |
| DHI | D.R. Horton Incequities | $1 | 0.0% | 9 | 0.0% | 0.00% | – | |
| HAUZ | New | Xtrackers International Real Estate ETFetf | $0 | – | 38 | +100.0% | 0.00% | – |
| CBRL | Cracker Barrel Old Country Store Incequities | $2 | 0.0% | 25 | 0.0% | 0.00% | – | |
| CPNG | Coupang Inc Ordinary Shares - Class Aequities | $2 | 0.0% | 92 | 0.0% | 0.00% | – | |
| DXCM | Exit | DexCom Incequities | $0 | – | -2 | -100.0% | 0.00% | – |
| CPRT | New | Copart Incequities | $2 | – | 40 | +100.0% | 0.00% | – |
| COLM | Columbia Sportswear Coequities | $2 | 0.0% | 25 | 0.0% | 0.00% | – | |
| VICI | Exit | VICI Properties Inc Ordinary Sharesequities | $0 | – | -33 | -100.0% | 0.00% | – |
| Victoria Secret & Coequities | $1 | 0.0% | 48 | 0.0% | 0.00% | – | ||
| COIN | Sell | Coinbase Global Inc Ordinary Shares - Class Aequities | $2 | -33.3% | 26 | -40.9% | 0.00% | – |
| CIEN | Ciena Corpequities | $4 | 0.0% | 84 | 0.0% | 0.00% | – | |
| VNT | VONTIER ORD WIequities | $4 | -20.0% | 136 | 0.0% | 0.00% | – | |
| CHH | Choice Hotels International Incequities | $3 | 0.0% | 24 | 0.0% | 0.00% | – | |
| VJET | voxeljet AG ADRequities | $0 | – | 200 | 0.0% | 0.00% | – | |
| VRM | Vroom Inc Ordinary Sharesequities | $0 | – | 113 | 0.0% | 0.00% | – | |
| CC | The Chemours Coequities | $5 | -16.7% | 167 | 0.0% | 0.00% | -100.0% | |
| MAPSW | Wm Technology Inc 26 Wtfequities | $0 | – | 3,300 | 0.0% | 0.00% | – | |
| WAB | Westinghouse Air Brake Technologies Corpequities | $2 | 0.0% | 18 | 0.0% | 0.00% | – | |
| CLS | Sell | Celestica Incequities | $5 | 0.0% | 204 | -44.9% | 0.00% | – |
| CMAXW | CAREMAX EQY WARRANTetf | $0 | – | 280 | 0.0% | 0.00% | – | |
| CGC | Canopy Growth Corpequities | $0 | – | 249 | 0.0% | 0.00% | – | |
| COG | New | Coterra Energy Inc Ordinary Sharesequities | $1 | – | 26 | +100.0% | 0.00% | – |
| AI | C3.ai Inc Ordinary Shares - Class Aequities | $1 | -50.0% | 50 | 0.0% | 0.00% | – | |
| BBW | Build-A-Bear Workshop Incequities | $0 | – | 5 | 0.0% | 0.00% | – | |
| BHF | Brighthouse Financial Incequities | $0 | – | 5 | 0.0% | 0.00% | – | |
| WFCPRL | Wells Fargo & Cequities | $3 | 0.0% | 3 | 0.0% | 0.00% | – | |
| BIF | SRH TOTAL RETURN FUND INC COMequities | $2 | 0.0% | 184 | 0.0% | 0.00% | – | |
| WST | New | West Pharmaceutical Services Incequities | $5 | – | 14 | +100.0% | 0.00% | – |
| WES | Western Midstream Partners LPequities | $5 | 0.0% | 200 | 0.0% | 0.00% | – | |
| WRK | New | WestRock Co Aequities | $4 | – | 115 | +100.0% | 0.00% | – |
| WEX | WEX Incequities | $5 | 0.0% | 25 | 0.0% | 0.00% | – | |
| HRB | H&R Block Incequities | $1 | 0.0% | 16 | 0.0% | 0.00% | – | |
| BLDE | Blade Air Mobility Inc Class Aequities | $0 | – | 229 | 0.0% | 0.00% | – | |
| BB | BlackBerry Ltdequities | $0 | – | 40 | 0.0% | 0.00% | – | |
| BLKB | Blackbaud Incequities | $3 | 0.0% | 38 | 0.0% | 0.00% | – | |
| DTD | New | WisdomTree Total Dividend Fundetf | $0 | – | 1 | +100.0% | 0.00% | – |
| TECH | Bio-Techne Corpequities | $2 | 0.0% | 24 | 0.0% | 0.00% | – | |
| DLN | WisdomTree LargeCap Dividend Fundetf | $5 | 0.0% | 82 | 0.0% | 0.00% | – | |
| BHP | BHP Billiton Ltd ADRequities | $0 | – | 6 | 0.0% | 0.00% | – | |
| DJP | iPath Bloomberg Commodity Index Total Return(SM) ETNetf | $2 | 0.0% | 50 | 0.0% | 0.00% | – | |
| BK | Bank of New York Mellon Corpequities | $5 | -16.7% | 131 | 0.0% | 0.00% | -100.0% | |
| BLDP | Ballard Power Systems Incequities | $4 | 0.0% | 1,000 | 0.0% | 0.00% | – | |
| BTCS Incequities | $2 | -33.3% | 2,175 | 0.0% | 0.00% | – | ||
| ERYP | Exit | Erytech Pharma - Spon ADRequities | $0 | – | -4,000 | -100.0% | 0.00% | – |
| Athersys Incequities | $0 | – | 49 | 0.0% | 0.00% | – | ||
| AJRD | Exit | Aerojet Rocketdyne Holdings Incequities | $0 | – | -34 | -100.0% | 0.00% | – |
| AIZ | New | Assurant Incequities | $3 | – | 23 | +100.0% | 0.00% | – |
| ASXC | Asensus Surgical Inc Ordinary Sharesequities | $0 | -100.0% | 1,105 | 0.0% | 0.00% | – | |
| ANET | New | Arista Networks Incequities | $3 | – | 19 | +100.0% | 0.00% | – |
| GCC | WisdomTree Continuous Commodity Index Fundetf | $3 | 0.0% | 202 | 0.0% | 0.00% | – | |
| FRC | Exit | First Republic Bankequities | $0 | – | -273 | -100.0% | 0.00% | – |
| WOPEY | Woodside Energy Groupequities | $0 | – | 2 | 0.0% | 0.00% | – | |
| ARMK | Aramarkequities | $5 | -16.7% | 139 | 0.0% | 0.00% | -100.0% | |
| ATR | AptarGroup Incequities | $3 | 0.0% | 27 | 0.0% | 0.00% | – | |
| AINV | Apollo Investment Corpequities | $4 | 0.0% | 316 | 0.0% | 0.00% | – | |
| WU | Exit | The Western Union Coequities | $0 | – | -252 | -100.0% | 0.00% | – |
| Zimvie Incequities | $0 | – | 24 | 0.0% | 0.00% | – | ||
| APA | Buy | Apache Corpequities | $1 | – | 23 | +187.5% | 0.00% | – |
| ZIOP | ALAUNOS THERAPEUTICS INC COMequities | $1 | -80.0% | 8,266 | 0.0% | 0.00% | – | |
| LIACF | AMERICAN LITHIUM CORP COMequities | $0 | – | 244 | 0.0% | 0.00% | – | |
| ZS | Zscaler Incequities | $2 | +100.0% | 10 | 0.0% | 0.00% | – | |
| ZM | Zoom Video Communications Incequities | $2 | 0.0% | 32 | 0.0% | 0.00% | – | |
| ZOM | Zomedica Corp Ordinary Sharesequities | $1 | 0.0% | 5,381 | 0.0% | 0.00% | – | |
| Zymeworks Inc Registered Shs When Issuedequities | $0 | – | 47 | 0.0% | 0.00% | – | ||
| Buy | AMERICAN CENTURY INVESTMENTS A VANTIS RESPONSIBLEetf | $3 | +50.0% | 69 | +137.9% | 0.00% | – | |
| AAL | American Airlines Group Incequities | $0 | -100.0% | 31 | 0.0% | 0.00% | – | |
| ADS | Bread Financial Holdings Incequities | $0 | – | 2 | 0.0% | 0.00% | – | |
| Allbirds Inc Class Aequities | $1 | 0.0% | 1,118 | 0.0% | 0.00% | – | ||
| ALGN | Align Technology Incequities | $4 | 0.0% | 12 | 0.0% | 0.00% | – | |
| ALK | Alaska Air Group Incequities | $4 | -42.9% | 130 | 0.0% | 0.00% | -100.0% | |
| AKAM | New | Akamai Technologies Incequities | $4 | – | 35 | +100.0% | 0.00% | – |
| GRAB HOLDINGS CL A ORDequities | $4 | 0.0% | 1,230 | 0.0% | 0.00% | – | ||
| HELE | Helen Of Troy Ltdequities | $1 | 0.0% | 12 | 0.0% | 0.00% | – | |
| HZNP | Horizon Therapeutics PLCequities | $1 | 0.0% | 9 | 0.0% | 0.00% | – | |
| Infinite Acquisition Corp Class Aequities | $2 | 0.0% | 152 | 0.0% | 0.00% | – | ||
| ABNB | Sell | Airbnb Inc Ordinary Shares - Class Aequities | $3 | -75.0% | 21 | -77.2% | 0.00% | -100.0% |
| JCI | Johnson Controls Incequities | $1 | 0.0% | 21 | 0.0% | 0.00% | – | |
| AEM | Agnico Eagle Mines Ltdequities | $4 | 0.0% | 79 | 0.0% | 0.00% | – | |
| AMG | Affiliated Managers Group Incequities | $3 | 0.0% | 23 | 0.0% | 0.00% | – | |
| APTV | Sell | Aptiv PLCequities | $3 | -40.0% | 30 | -37.5% | 0.00% | – |
| NEGG | New | NEWEGG COMMERCE INC COM CL Aequities | $4 | – | 5,000 | +100.0% | 0.00% | – |
| YOLO | AdvisorShares Pure Cannabis ETFetf | $0 | – | 105 | 0.0% | 0.00% | – | |
| AYI | Acuity Brands Incequities | $3 | +50.0% | 17 | 0.0% | 0.00% | – | |
| ARKF | ARK Fintech Innovation ETFetf | $0 | – | 7 | 0.0% | 0.00% | – | |
| PRGO | Perrigo Co PLCequities | $5 | 0.0% | 158 | 0.0% | 0.00% | – | |
| ALC | Alcon Incequities | $0 | – | 5 | 0.0% | 0.00% | – | |
| ARKW | ARK Web x.0 ETFetf | $4 | 0.0% | 76 | 0.0% | 0.00% | – | |
| CRSP | CRISPR Therapeutics AGequities | $2 | -33.3% | 56 | 0.0% | 0.00% | – | |
| TEF | Exit | Telefonica SA ADRequities | $0 | – | -702 | -100.0% | 0.00% | – |
| Exit | EMBARK TECHNOLOGY ORDequities | $0 | – | -32 | -100.0% | 0.00% | – | |
| ARKG | ARK Genomic Revolution Multi-Sector ETFetf | $4 | -33.3% | 174 | 0.0% | 0.00% | -100.0% | |
| OHI | Exit | Omega Hlthcare Invtsreit | $0 | – | -176 | -100.0% | 0.00% | – |
| RIG | Transocean Ltdequities | $2 | 0.0% | 300 | 0.0% | 0.00% | – | |
| FVRR | Fiverr International Ltdequities | $0 | – | 13 | 0.0% | 0.00% | – | |
| New | AMC Entertainment Holdings Inc Class Aequities | $0 | – | 2 | +100.0% | 0.00% | – | |
| SSYS | Stratasys Ltdequities | $1 | 0.0% | 45 | 0.0% | 0.00% | – | |
| BBBY | Exit | Bed Bath & Beyond Incequities | $0 | – | -20 | -100.0% | 0.00% | – |
| SBIO | ALPS Medical Breakthroughs ETFetf | $5 | 0.0% | 167 | 0.0% | 0.00% | – | |
| ESTC | Elastic NVequities | $2 | +100.0% | 21 | 0.0% | 0.00% | – | |
| LYB | Buy | LyondellBasell Industries NVequities | $2 | – | 28 | +833.3% | 0.00% | – |
| RJF | New | Raymond James Financial Incequities | $3 | – | 30 | +100.0% | 0.00% | – |
| RWT | Redwood Trust Incequities | $1 | 0.0% | 100 | 0.0% | 0.00% | – | |
| REG | Buy | Regency Centers Corpequities | $1 | – | 29 | +625.0% | 0.00% | – |
| AGNC | American Cap Agy Corp Comreit | $0 | – | 1 | 0.0% | 0.00% | – | |
| QRVO | Qorvo Incequities | $2 | -33.3% | 25 | 0.0% | 0.00% | – | |
| REZI | Resideo Technologies Incequities | $0 | – | 27 | 0.0% | 0.00% | – | |
| Naked Brand Group Ltdequities | $0 | – | 2 | 0.0% | 0.00% | – | ||
| RHI | New | Robert Half International Incequities | $4 | – | 55 | +100.0% | 0.00% | – |
| RBLX | Roblox Corp Ordinary Shares - Class Aequities | $3 | -25.0% | 96 | 0.0% | 0.00% | – | |
| RKT | Rocket Companies Inc Ordinary Shares Class Aequities | $0 | – | 48 | 0.0% | 0.00% | – | |
| PPT | Putnam Premier Inc Trclosed-end fund | $1 | 0.0% | 330 | 0.0% | 0.00% | – | |
| ROST | New | Ross Stores Incequities | $5 | – | 40 | +100.0% | 0.00% | – |
| PHM | PulteGroup Incequities | $0 | – | 5 | 0.0% | 0.00% | – | |
| POR | New | Portland General Electric Coequities | $0 | – | 9 | +100.0% | 0.00% | – |
| POOL | New | Pool Corpequities | $1 | – | 2 | +100.0% | 0.00% | – |
| PLUG | Plug Power Incequities | $1 | 0.0% | 124 | 0.0% | 0.00% | – | |
| PXD | Sell | Pioneer Natural Resources Coequities | $1 | -83.3% | 4 | -86.2% | 0.00% | -100.0% |
| PINS | Pinterest Incequities | $1 | 0.0% | 24 | 0.0% | 0.00% | – | |
| PNW | Sell | Pinnacle West Capital Corpequities | $1 | -85.7% | 16 | -81.8% | 0.00% | -100.0% |
| PKI | PerkinElmer Incequities | $3 | 0.0% | 26 | 0.0% | 0.00% | – | |
| FLEX | Flextronics International Ltdequities | $2 | 0.0% | 70 | 0.0% | 0.00% | – | |
| PMT | Buy | Pennymac Mortgage Inreit | $4 | 0.0% | 309 | +3.0% | 0.00% | – |
| AFIN | Exit | American Finance Trust Incequities | $0 | – | -860 | -100.0% | -0.00% | – |
| NUSI | Exit | Nationwide Risk-Managed Income ETFetf | $0 | – | -300 | -100.0% | -0.00% | – |
| TPIF | Exit | Timothy Plan International ETFetf | $0 | – | -400 | -100.0% | -0.00% | – |
| DDOG | Exit | Datadog Inc Class Aequities | $0 | – | -67 | -100.0% | -0.00% | – |
| XLU | Exit | Utilities Select Sector SPDR Fundetf | $0 | – | -99 | -100.0% | -0.00% | – |
| WHR | Exit | Whirlpool Corpequities | $0 | – | -108 | -100.0% | -0.00% | – |
| PPC | Exit | Pilgrims Pride Corpequities | $0 | – | -500 | -100.0% | -0.00% | – |
| HEI | Exit | Heico Corpequities | $0 | – | -75 | -100.0% | -0.00% | – |
| TSN | Exit | Tyson Foods Inc Class Aequities | $0 | – | -126 | -100.0% | -0.00% | – |
| THG | Exit | The Hanover Insurance Group Incequities | $0 | – | -134 | -100.0% | -0.00% | – |
| AES | Exit | The AES Corpequities | $0 | – | -456 | -100.0% | -0.00% | – |
| ANGL | Exit | VanEck Vectors Fallen Angel High Yield Bond ETFetf | $0 | – | -561 | -100.0% | -0.00% | – |
| ALXO | Exit | ALX Oncology Holdings Incequities | $0 | – | -1,463 | -100.0% | -0.00% | – |
| STLA | Exit | Stellantis NVequities | $0 | – | -800 | -100.0% | -0.00% | – |
| CNI | Exit | Canadian National Railway Coequities | $0 | – | -51 | -100.0% | -0.00% | – |
| QS | Exit | QuantumScape Corpequities | $0 | – | -702 | -100.0% | -0.00% | – |
| CRH | Exit | CRH PLC ADRequities | $0 | – | -272 | -100.0% | -0.00% | – |
| WSO | Exit | Watsco Incequities | $0 | – | -50 | -100.0% | -0.00% | – |
| MMP | Exit | Magellan Midstream Ptnrsmlp | $0 | – | -332 | -100.0% | -0.00% | – |
| BLL | Exit | Ball Corpequities | $0 | – | -400 | -100.0% | -0.00% | – |
| MXL | Exit | MAXLINEAR INC COMequities | $0 | – | -1,000 | -100.0% | -0.00% | – |
| SAL | Exit | Salisbury Bancorp Incequities | $0 | – | -1,598 | -100.0% | -0.00% | – |
| EMLP | Exit | First Trust North American Energy Infrastructure Fundetf | $0 | – | -1,340 | -100.0% | -0.00% | – |
| SMDV | Exit | ProShares Russell 2000 Dividend Growers ETFetf | $0 | – | -746 | -100.0% | -0.00% | – |
| XSLV | Exit | PowerShares S&P SmallCap Low Volatility Portfolioetf | $0 | – | -1,200 | -100.0% | -0.00% | – |
| JEPI | Exit | JPMorgan Equity Premium Income ETFetf | $0 | – | -766 | -100.0% | -0.00% | – |
| IQLT | Exit | iShares Edge MSCI Intl Quality Factor ETFetf | $0 | – | -1,218 | -100.0% | -0.00% | – |
| VCR | Exit | Vanguard Consumer Discretionary Index Fund ETF Sharesetf | $0 | – | -280 | -100.0% | -0.01% | – |
| WBIY | Exit | WBI Power Factor High Dividend ETFetf | $0 | – | -7,184 | -100.0% | -0.02% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-13
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| iShares Core MSCI EAFE ETF | 32 | Q3 2023 | 2.6% |
| Apple Inc | 32 | Q3 2023 | 2.7% |
| SPDR S&P 600 Small Cap Value ETF | 32 | Q3 2023 | 3.8% |
| SPDR S&P 400 Mid Cap Value ETF | 32 | Q3 2023 | 2.4% |
| iShares Core MSCI Emerging Markets ETF | 32 | Q3 2023 | 1.9% |
| Amazon.Com Inc | 32 | Q3 2023 | 1.8% |
| JPMorgan Chase & Co | 32 | Q3 2023 | 1.9% |
| UnitedHealth Group Inc | 32 | Q3 2023 | 1.1% |
| Visa Inc Com Cl A | 32 | Q3 2023 | 0.9% |
| Cisco Systems Inc | 32 | Q3 2023 | 1.1% |
View Asset Dedication, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-16 |
| 13F-HR | 2024-02-08 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-22 |
| 13F-HR | 2023-04-24 |
| 13F-HR | 2023-01-19 |
| 13F-HR | 2022-10-27 |
| 13F-HR | 2022-07-19 |
| 13F-HR | 2022-04-21 |
| 13F-HR | 2022-01-21 |
View Asset Dedication, 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.