$986 Thousand is the total value of Asset Dedication, LLC's 1087 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 34.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| DFAT | Buy | Dimensional U.S. Targeted Value ETFetf | $68,244 | -99.9% | 1,552,654 | +10.9% | 6.92% | +15.6% |
| DFAC | Buy | Dimensional U.S. Core Equity 2 ETFetf | $51,988 | -99.9% | 2,141,643 | +13.1% | 5.27% | +14.1% |
| Buy | Dimensional World ex U.S. Core Equity 2 ETFetf | $39,978 | -99.9% | 1,850,120 | +11.9% | 4.06% | +18.3% | |
| BSCN | Buy | BulletShares Corporate Bond ETF 12/15/2023etf | $37,979 | -99.9% | 1,811,703 | +2.6% | 3.85% | -4.7% |
| Buy | Dimensional Emerging Markets Value ETFetf | $35,636 | -99.9% | 1,575,204 | +16.9% | 3.62% | +19.0% | |
| Buy | Dimensional Emerging Markets Core Equity 2 ETFetf | $34,374 | -99.9% | 1,530,429 | +17.5% | 3.49% | +19.3% | |
| BSCO | Buy | BulletShares Corporate Bond ETF 12/15/2024etf | $33,614 | -99.9% | 1,642,100 | +3.0% | 3.41% | -4.5% |
| Buy | Dimensional International Core Equity 2 ETFetf | $28,201 | -99.9% | 1,261,646 | +0.6% | 2.86% | +8.5% | |
| BSCP | Buy | BulletShares Corporate Bond ETF 12/15/2025etf | $25,347 | -99.9% | 1,258,512 | +7.1% | 2.57% | -0.1% |
| BSCQ | Sell | BulletShares Corporate Bond ETF 12/15/2026etf | $20,189 | -99.9% | 1,067,765 | -0.3% | 2.05% | -6.5% |
| Buy | Dimensional International Small Cap Value ETFetf | $18,691 | -99.9% | 841,939 | +14.3% | 1.90% | +26.3% | |
| SCHX | Sell | Schwab U.S. Large-Cap ETFetf | $17,074 | -99.9% | 377,793 | -1.1% | 1.73% | -2.5% |
| MDYV | Buy | SPDR S&P 400 Mid Cap Value ETFetf | $16,554 | -99.9% | 255,741 | +0.7% | 1.68% | +4.1% |
| AAPL | Sell | Apple Incequities | $13,126 | -99.9% | 100,791 | -1.1% | 1.33% | -14.0% |
| SLYV | Sell | SPDR S&P 600 Small Cap Value ETFetf | $12,990 | -99.9% | 175,126 | -1.0% | 1.32% | +1.1% |
| MSFT | Buy | Microsoft Corpequities | $10,063 | -99.9% | 41,964 | +0.8% | 1.02% | -3.8% |
| IEFA | Sell | iShares Core MSCI EAFE ETFetf | $9,940 | -99.9% | 161,504 | -2.3% | 1.01% | +5.5% |
| DGRO | Sell | iShares Core Dividend Growth ETFetf | $9,793 | -99.9% | 195,682 | -3.8% | 0.99% | 0.0% |
| BSCR | Buy | BulletShares Corporate Bond ETF 12/15/2027etf | $9,436 | -99.9% | 496,842 | +23.6% | 0.96% | +16.4% |
| ITOT | Sell | iShares Core S&P Total U.S. Stock Market ETFetf | $9,373 | -99.9% | 110,595 | -1.4% | 0.95% | -3.0% |
| IJS | Sell | iShares S&P Small-Cap 600 Value ETFetf | $9,220 | -99.9% | 100,934 | -1.0% | 0.94% | +1.3% |
| VTIP | Buy | Vanguard Short-Term Inflation-Protected Securities Index Fund ETF Sharesetf | $8,603 | -99.9% | 184,344 | +0.9% | 0.87% | -9.5% |
| FNDE | Buy | Schwab Fundamental Emerging Markets Large Company Index ETFetf | $7,668 | -99.9% | 309,913 | +2.3% | 0.78% | -0.1% |
| IEMG | Sell | iShares Core MSCI Emerging Markets ETFetf | $7,147 | -99.9% | 153,529 | -2.7% | 0.72% | -2.2% |
| UNH | Buy | UnitedHealth Group Incequities | $7,125 | -99.9% | 13,327 | +3.9% | 0.72% | +0.1% |
| IBDO | Buy | iShares Corporate Bond ETF 12/31/2023etf | $6,986 | -99.9% | 279,138 | +1.1% | 0.71% | -6.1% |
| BIL | New | SPDR Barclays 1-3 Month T-Bill ETFetf | $6,832 | – | 74,698 | +100.0% | 0.69% | – |
| BSCS | Buy | BulletShares Corporate Bond ETF 12/15/2028etf | $6,677 | -99.9% | 340,538 | +3.9% | 0.68% | -1.6% |
| IBDP | Buy | iShares Corporate Bond ETF 12/31/2024etf | $6,623 | -99.9% | 271,761 | +1.9% | 0.67% | -5.6% |
| SCHA | Sell | Schwab U.S. Small-Cap ETFetf | $6,020 | -99.9% | 148,537 | -0.1% | 0.61% | -1.0% |
| MRK | Buy | Merck & Co Incequities | $5,913 | -99.9% | 53,227 | +8.0% | 0.60% | +28.8% |
| JPM | Buy | JPMorgan Chase & Coequities | $5,702 | -99.9% | 42,597 | +8.9% | 0.58% | +29.3% |
| HD | Buy | The Home Depot Incequities | $5,354 | -99.9% | 16,900 | +9.7% | 0.54% | +16.8% |
| BSCT | Buy | BulletShares Corporate Bond ETF 12/15/2029etf | $5,326 | -99.9% | 299,358 | +2.6% | 0.54% | -2.7% |
| MCD | Buy | McDonald's Corpequities | $5,262 | -99.9% | 19,882 | +7.8% | 0.53% | +14.3% |
| JNJ | Buy | Johnson & Johnsonequities | $5,258 | -99.9% | 29,724 | +3.4% | 0.53% | +3.7% |
| IJJ | Sell | iShares S&P Mid-Cap 400 Value ETFetf | $5,200 | -99.9% | 51,652 | -1.3% | 0.53% | +1.7% |
| V | Buy | Visa Inc Class Aequities | $5,061 | -99.9% | 24,444 | +17.9% | 0.51% | +27.0% |
| AXP | Buy | American Express Coequities | $4,936 | -99.9% | 33,283 | +8.0% | 0.50% | +9.4% |
| PG | Buy | Procter & Gamble Coequities | $4,854 | -99.9% | 32,044 | +6.3% | 0.49% | +16.6% |
| CAT | Buy | Caterpillar Incequities | $4,709 | -99.8% | 19,727 | +4.4% | 0.48% | +40.2% |
| BSJN | Buy | BulletShares HY Corporate Bond ETF 12/15/2023etf | $4,672 | -99.9% | 200,708 | +4.3% | 0.47% | -1.7% |
| VTI | Sell | Vanguard Total Stock Market Index Fund ETF Sharesequities | $4,591 | -99.9% | 23,996 | -0.1% | 0.47% | -1.5% |
| CVX | Buy | Chevron Corpequities | $4,583 | -99.9% | 25,602 | +5.0% | 0.46% | +21.7% |
| XOM | Sell | Exxon Mobil Corpequities | $4,570 | -99.9% | 41,435 | -2.8% | 0.46% | +13.4% |
| AMZN | Buy | Amazon.com Incequities | $4,531 | -99.9% | 53,635 | +4.2% | 0.46% | -27.8% |
| PEP | Buy | PepsiCo Incequities | $4,449 | -99.9% | 24,610 | +7.5% | 0.45% | +10.3% |
| IBHC | Buy | iShares High Yield Bond ETF 12/15/2023etf | $4,257 | -99.9% | 181,845 | +4.2% | 0.43% | -3.4% |
| WMT | Buy | Wal-Mart Stores Incequities | $4,142 | -99.9% | 29,093 | +6.9% | 0.42% | +8.0% |
| TXN | Buy | Texas Instruments Incequities | $4,132 | -99.9% | 25,128 | +1.9% | 0.42% | -0.5% |
| KO | Buy | Coca-Cola Coequities | $3,926 | -99.9% | 61,823 | +8.6% | 0.40% | +13.4% |
| COST | Sell | Costco Wholesale Corpequities | $3,887 | -99.9% | 8,568 | -0.7% | 0.39% | -10.9% |
| CSCO | Buy | Cisco Systems Incequities | $3,834 | -99.9% | 80,496 | +21.2% | 0.39% | +34.6% |
| IBM | Buy | International Business Machines Corpequities | $3,667 | -99.9% | 25,814 | +3.8% | 0.37% | +15.2% |
| NKE | Buy | Nike Inc Bequities | $3,658 | -99.8% | 31,365 | +20.4% | 0.37% | +57.2% |
| SPEM | Buy | SPDR Portfolio Emerging Markets ETFetf | $3,604 | -99.9% | 109,328 | +6.8% | 0.37% | +4.9% |
| AVGO | Buy | Broadcom Ltdequities | $3,588 | -99.8% | 6,383 | +22.0% | 0.36% | +43.3% |
| AMGN | Buy | Amgen Incequities | $3,535 | -99.9% | 13,400 | +9.1% | 0.36% | +18.9% |
| GS | Buy | Goldman Sachs Group Incequities | $3,527 | -99.9% | 10,255 | +5.5% | 0.36% | +15.5% |
| NFLX | Buy | Netflix Incequities | $3,503 | -99.8% | 11,891 | +35.7% | 0.36% | +55.7% |
| SCHB | Buy | Schwab U.S. Broad Market ETFetf | $3,449 | -99.9% | 77,018 | +5.7% | 0.35% | +4.2% |
| DFUS | Buy | Dimensional U.S. Equity ETFetf | $3,435 | -99.9% | 82,488 | +15.0% | 0.35% | +13.7% |
| BSMN | Buy | BulletShares Municipal Bond ETF 12/15/2023etf | $3,399 | -99.9% | 135,146 | +12.3% | 0.34% | +5.5% |
| BRKB | Buy | Berkshire Hathaway Inc Bequities | $3,351 | -99.9% | 10,852 | +17.4% | 0.34% | +25.5% |
| HON | Buy | Honeywell International Incequities | $3,340 | -99.9% | 15,501 | +17.0% | 0.34% | +37.2% |
| TMUS | Buy | T-Mobile US Incequities | $3,290 | -99.9% | 23,288 | +13.8% | 0.33% | +11.3% |
| MA | Buy | MasterCard Inc Aequities | $3,187 | -99.9% | 9,205 | +9.6% | 0.32% | +22.8% |
| SPY | Buy | SPDR S&P 500 ETFetf | $3,054 | -99.9% | 7,991 | +1.0% | 0.31% | 0.0% |
| BSCU | Buy | BulletShares Corporate Bond ETF 12/15/2030etf | $3,043 | -99.9% | 190,533 | +4.0% | 0.31% | -1.0% |
| BAC | Sell | Bank of America Corporationequities | $2,914 | -99.9% | 88,044 | -8.3% | 0.30% | -6.0% |
| NVDA | Buy | NVIDIA Corpequities | $2,898 | -99.9% | 19,742 | +13.7% | 0.29% | +26.2% |
| DIS | Sell | Walt Disney Coequities | $2,799 | -99.9% | 32,090 | -6.0% | 0.28% | -19.3% |
| BA | Buy | Boeing Coequities | $2,801 | -99.8% | 14,748 | +11.2% | 0.28% | +64.2% |
| COMT | Buy | iShares Commodities Select Strategy ETFetf | $2,774 | -99.9% | 98,786 | +8.2% | 0.28% | -21.7% |
| LOW | Buy | Lowe's Companies Incequities | $2,549 | -99.9% | 12,735 | +3.7% | 0.26% | +1.2% |
| ADBE | Buy | Adobe Systems Incequities | $2,516 | -99.8% | 7,508 | +26.7% | 0.26% | +41.7% |
| ORCL | Sell | Oracle Corpequities | $2,501 | -99.9% | 30,779 | -3.0% | 0.25% | +21.0% |
| VOO | Buy | Vanguard 500 Index Fund ETF Classetf | $2,508 | -99.9% | 7,140 | +10.6% | 0.25% | +9.0% |
| SCHV | Sell | Schwab U.S. Large-Cap Value ETFetf | $2,470 | -99.9% | 37,432 | -2.8% | 0.25% | +1.6% |
| ITW | Buy | Illinois Tool Works Incequities | $2,464 | -99.9% | 11,157 | +4.7% | 0.25% | +17.4% |
| IXUS | Sell | iShares Core MSCI Total International Stock ETFetf | $2,469 | -99.9% | 42,650 | -2.1% | 0.25% | +2.5% |
| GOOG | Buy | Alphabet Inc Cequities | $2,468 | -99.9% | 27,759 | +0.8% | 0.25% | -14.4% |
| SBUX | Sell | Starbucks Corpequities | $2,387 | -99.9% | 24,145 | -4.0% | 0.24% | +3.9% |
| PFE | Sell | Pfizer Incequities | $2,263 | -99.9% | 44,355 | -2.5% | 0.23% | +5.0% |
| BSMO | Buy | BulletShares Municipal Bond ETF 12/15/2024etf | $2,263 | -99.9% | 91,523 | +19.5% | 0.23% | +12.2% |
| ABT | Sell | Abbott Laboratoriesequities | $2,258 | -99.9% | 20,519 | -1.5% | 0.23% | +3.6% |
| DHR | Buy | Danaher Corpequities | $2,225 | -99.9% | 8,366 | +6.2% | 0.23% | +0.9% |
| GOOGL | Buy | Alphabet Inc Aequities | $2,224 | -99.9% | 24,847 | +5.9% | 0.23% | -9.2% |
| WBA | Buy | Walgreens Boots Alliance Incequities | $2,206 | -99.8% | 58,841 | +64.5% | 0.22% | +83.6% |
| ABBV | Buy | AbbVie Incequities | $2,170 | -99.9% | 13,402 | +9.9% | 0.22% | +22.2% |
| CL | Sell | Colgate-Palmolive Coequities | $2,148 | -99.9% | 27,279 | -3.2% | 0.22% | 0.0% |
| SCHD | Buy | Schwab U.S. Dividend Equity ETFetf | $2,132 | -99.9% | 28,256 | +0.1% | 0.22% | +4.9% |
| SCHG | Buy | Schwab U.S. Large-Cap Growth ETFetf | $2,120 | -99.9% | 38,175 | +0.6% | 0.22% | -7.7% |
| CPRI | Buy | Capri Holdings Ltdequities | $2,082 | -99.8% | 36,397 | +41.0% | 0.21% | +93.6% |
| VHT | Buy | Vanguard Health Care Index Fund ETF Sharesetf | $2,071 | -99.9% | 8,566 | +9.2% | 0.21% | +10.5% |
| VZ | Buy | Verizon Communications Incequities | $2,041 | -99.9% | 52,288 | +14.3% | 0.21% | +7.8% |
| ESML | Buy | iShares ESG Aware MSCI USA Small-Cap ETFetf | $2,010 | -99.9% | 61,116 | +37.1% | 0.20% | +36.0% |
| CMCSA | Buy | Comcast Corp Class Aequities | $2,008 | -99.9% | 57,664 | +20.7% | 0.20% | +35.1% |
| FB | Buy | Facebook Inc Aequities | $1,985 | -99.9% | 16,547 | +38.2% | 0.20% | +12.9% |
| SUSA | Sell | iShares MSCI USA ESG Select ETFetf | $1,960 | -99.9% | 23,817 | -7.4% | 0.20% | -7.0% |
| INTC | Buy | Intel Corpequities | $1,931 | -99.9% | 72,694 | +12.6% | 0.20% | +6.5% |
| DIA | Sell | SPDR Dow Jones Industrial Average ETFetf | $1,898 | -99.9% | 5,725 | -5.1% | 0.19% | +1.6% |
| VDC | Buy | Vanguard Consumer Staples Index Fund ETF Sharesetf | $1,896 | -99.9% | 9,967 | +11.1% | 0.19% | +14.3% |
| DOW | Buy | Dow Chemical Coequities | $1,880 | -99.9% | 37,156 | +25.9% | 0.19% | +32.6% |
| BSMP | Buy | BulletShares Municipal Bond ETF 12/15/2025etf | $1,865 | -99.9% | 76,665 | +21.7% | 0.19% | +14.5% |
| FNDC | Sell | Schwab Fundamental International Small Company Index ETFetf | $1,824 | -99.9% | 58,407 | -2.8% | 0.18% | +3.4% |
| VPU | Sell | Vanguard Utilities Index Fund ETF Sharesetf | $1,794 | -99.9% | 11,728 | -0.1% | 0.18% | -0.5% |
| MMM | Buy | 3M Coequities | $1,760 | -99.9% | 14,710 | +26.3% | 0.18% | +28.8% |
| IVV | Buy | iShares Core S&P 500 ETFetf | $1,738 | -99.9% | 4,527 | +12.6% | 0.18% | +11.4% |
| INTU | Sell | Intuit Incequities | $1,729 | -99.9% | 4,419 | -15.1% | 0.18% | -20.8% |
| IBML | iShares Muni Bond ETF 12/2/2023etf | $1,643 | -99.9% | 64,756 | 0.0% | 0.17% | -7.2% | |
| VTV | Sell | Vanguard Value Index Fund ETF Sharesetf | $1,641 | -99.9% | 11,684 | -0.7% | 0.17% | +3.8% |
| FNDA | Sell | Schwab Fundamental U.S. Small Company Index ETFetf | $1,625 | -99.9% | 34,777 | -3.3% | 0.16% | -1.8% |
| IJR | Buy | iShares Core S&P Small-Cap ETFetf | $1,615 | -99.9% | 17,055 | +16.2% | 0.16% | +17.1% |
| AVEM | Buy | Avantis Emerging Markets Equity ETFetf | $1,606 | -99.8% | 31,837 | +96.7% | 0.16% | +101.2% |
| ADP | Buy | Automatic Data Processing Incequities | $1,596 | -99.9% | 6,713 | +7.3% | 0.16% | +4.5% |
| CVS | Sell | CVS Health Corpequities | $1,583 | -99.9% | 16,937 | -20.9% | 0.16% | -28.1% |
| VEA | Buy | Vanguard FTSE Developed Markets Index Fund ETF Sharesetf | $1,589 | -99.3% | 37,869 | +517.3% | 0.16% | +544.0% |
| SPTM | Sell | SPDR Portfolio Total Stock Market ETFetf | $1,588 | -99.9% | 33,604 | -1.5% | 0.16% | -2.4% |
| BSMQ | Buy | BulletShares Municipal Bond ETF 12/15/2026etf | $1,582 | -99.9% | 67,422 | +8.2% | 0.16% | +2.6% |
| ESGE | Buy | iShares MSCI EM ESG Optimized ETFetf | $1,570 | -99.8% | 52,262 | +72.0% | 0.16% | +71.0% |
| QCOM | Sell | Qualcomm Incequities | $1,516 | -99.9% | 13,710 | -24.9% | 0.15% | -31.2% |
| NEE | Buy | NextEra Energy Incequities | $1,484 | -99.9% | 17,613 | +12.2% | 0.15% | +11.0% |
| EEMV | iShares Edge MSCI Min Vol Emerging Markets ETFetf | $1,482 | -99.9% | 28,222 | 0.0% | 0.15% | -3.8% | |
| SO | Buy | Southern Coequities | $1,457 | -99.9% | 20,390 | +9.9% | 0.15% | +6.5% |
| BMY | Sell | Bristol-Myers Squibb Companyequities | $1,430 | -99.9% | 19,841 | -2.8% | 0.14% | -9.4% |
| VBR | Sell | Vanguard Small-Cap Value Index Fund ETF Sharesetf | $1,412 | -99.9% | 8,901 | -1.1% | 0.14% | +1.4% |
| IJT | Buy | iShares S&P Small-Cap 600 Growth ETFetf | $1,412 | -99.9% | 13,092 | +8.5% | 0.14% | +6.7% |
| DVY | Sell | iShares Select Dividend ETFetf | $1,364 | -99.9% | 11,313 | -0.9% | 0.14% | +2.2% |
| TLTE | Buy | FlexShares Morningstar Emerging Markets Factor Tilt Index Fundetf | $1,365 | -99.9% | 29,182 | +0.0% | 0.14% | +1.5% |
| AVUV | Buy | Avantis U.S. Small Cap Value ETFetf | $1,358 | -99.9% | 18,267 | +3.5% | 0.14% | +7.0% |
| BILS | New | SPDR Bloomberg 3-12 Mth TBill ETFetf | $1,289 | – | 12,985 | +100.0% | 0.13% | – |
| IBDQ | Buy | iShares Corporate Bond ETF 12/31/2025etf | $1,278 | -99.9% | 52,757 | +15.0% | 0.13% | +7.4% |
| DUK | Buy | Duke Energy Corpequities | $1,280 | -99.9% | 12,354 | +11.6% | 0.13% | +15.0% |
| PEG | Buy | Public Service Enterprise Group Incequities | $1,269 | -99.9% | 20,756 | +12.0% | 0.13% | +13.2% |
| GD | Buy | General Dynamics Corpequities | $1,265 | -99.9% | 5,160 | +4.0% | 0.13% | +11.3% |
| SRE | Buy | Sempra Energyequities | $1,257 | -99.9% | 8,168 | +12.0% | 0.13% | +6.7% |
| BDX | Buy | Becton Dickinson & Coequities | $1,243 | -99.9% | 4,815 | +13.9% | 0.13% | +22.3% |
| AEP | Buy | American Electric Power Co Incequities | $1,208 | -99.9% | 12,667 | +11.2% | 0.12% | +13.9% |
| IWB | Sell | iShares Russell 1000 ETFetf | $1,199 | -99.9% | 5,700 | -3.8% | 0.12% | -4.7% |
| CRM | Sell | Salesforce.com Incequities | $1,204 | -99.9% | 9,143 | -1.7% | 0.12% | -15.3% |
| NOC | Sell | Northrop Grumman Corpequities | $1,207 | -99.9% | 2,215 | -2.7% | 0.12% | +4.3% |
| DD | Buy | DuPont de Nemours Incequities | $1,205 | -99.8% | 17,561 | +14.7% | 0.12% | +43.5% |
| XEL | Buy | Xcel Energy Incequities | $1,176 | -99.9% | 16,711 | +16.8% | 0.12% | +19.0% |
| DEW | WisdomTree Global High Dividend Fundetf | $1,177 | -99.9% | 25,132 | 0.0% | 0.12% | +4.4% | |
| ETN | Sell | Eaton Corp PLCequities | $1,144 | -99.9% | 7,297 | -4.7% | 0.12% | +3.6% |
| IWD | Buy | iShares Russell 1000 Value ETFetf | $1,137 | -99.9% | 7,501 | +5.2% | 0.12% | +7.5% |
| NOW | Buy | ServiceNow Incequities | $1,130 | -99.2% | 2,915 | +690.0% | 0.12% | +666.7% |
| IWF | Sell | iShares Russell 1000 Growth ETFetf | $1,131 | -99.9% | 5,285 | -1.7% | 0.12% | -7.3% |
| AWK | Buy | American Water Works Co Incequities | $1,110 | -99.9% | 7,231 | +18.0% | 0.11% | +28.4% |
| HRL | Buy | Hormel Foods Corpequities | $1,094 | -99.9% | 23,893 | +11.9% | 0.11% | +4.7% |
| LMT | Sell | Lockheed Martin Corpequities | $1,086 | -99.9% | 2,245 | -20.5% | 0.11% | -8.3% |
| ANTM | Sell | Anthem Incequities | $1,081 | -99.9% | 2,104 | -4.2% | 0.11% | +0.9% |
| ESGD | Buy | iShares MSCI EAFE ESG Optimized ETFetf | $1,070 | -99.8% | 16,351 | +32.9% | 0.11% | +43.4% |
| HUBB | New | Hubbell Incequities | $1,061 | – | 4,520 | +100.0% | 0.11% | – |
| EPD | Sell | Enterprise Prd Prtnrs Lpmlp | $1,063 | -99.9% | 44,147 | -3.1% | 0.11% | -9.2% |
| O | Buy | Realty Income Corpequities | $1,046 | -99.9% | 16,481 | +13.4% | 0.11% | +14.0% |
| EDIV | Sell | SPDR S&P Emerging Markets Dividend ETFetf | $1,037 | -99.9% | 43,550 | -5.6% | 0.10% | -6.2% |
| SLB | Sell | Schlumberger Ltdequities | $1,040 | -99.9% | 19,419 | -0.4% | 0.10% | +36.4% |
| Buy | Avantis Emerging Markets Value ETFetf | $999 | -99.6% | 24,385 | +293.8% | 0.10% | +304.0% | |
| VUG | Sell | Vanguard Growth Index Fund ETF Sharesetf | $998 | -99.9% | 4,682 | -6.2% | 0.10% | -13.7% |
| D | Buy | Dominion Resources Incequities | $987 | -99.9% | 16,042 | +15.9% | 0.10% | -4.8% |
| IDEV | Buy | iShares Core MSCI International Developed Markets ETFetf | $979 | -99.9% | 17,491 | +16.9% | 0.10% | +25.3% |
| IDXX | Sell | IDEXX Laboratories Incequities | $965 | -99.9% | 2,367 | -9.2% | 0.10% | +5.4% |
| IBDR | Buy | iShares Corporate Bond ETF 12/31/2026etf | $968 | -99.9% | 41,643 | +1.4% | 0.10% | -5.8% |
| EXC | Buy | Exelon Corpequities | $954 | -99.9% | 21,939 | +18.1% | 0.10% | +27.6% |
| LLY | Buy | Eli Lilly and Coequities | $944 | -99.8% | 2,565 | +32.5% | 0.10% | +39.1% |
| SPGI | Buy | S&P Global Incequities | $943 | -99.9% | 2,821 | +14.2% | 0.10% | +14.3% |
| DE | Sell | Deere & Coequities | $932 | -99.9% | 2,173 | -5.0% | 0.10% | +13.1% |
| IWV | iShares Russell 3000 ETFetf | $927 | -99.9% | 4,201 | 0.0% | 0.09% | -2.1% | |
| TMO | Sell | Thermo Fisher Scientific Incequities | $927 | -99.9% | 1,683 | -16.6% | 0.09% | -19.0% |
| SCHF | Buy | Schwab International Equity ETFetf | $918 | -99.9% | 28,447 | +0.9% | 0.09% | +6.9% |
| Buy | BulletShares Corporate Bond ETF 12/15/2031etf | $901 | -99.8% | 57,107 | +64.7% | 0.09% | +56.9% | |
| PYPL | Buy | PayPal Holdings Incequities | $886 | -99.9% | 12,829 | +2.4% | 0.09% | -23.1% |
| APD | Buy | Air Products & Chemicals Incequities | $872 | -99.9% | 2,834 | +3.5% | 0.09% | +25.7% |
| VEU | Sell | Vanguard FTSE All-World ex-US Index Fund ETF Sharesetf | $864 | -99.9% | 17,260 | -37.7% | 0.09% | -34.8% |
| RNGR | New | Ranger Energy Services Incequities | $871 | – | 79,113 | +100.0% | 0.09% | – |
| AMD | Buy | Advanced Micro Devices Incequities | $864 | -99.9% | 13,306 | +3.3% | 0.09% | -2.2% |
| DFAS | Buy | Dimensional U.S. Small Cap ETFetf | $864 | -99.9% | 16,898 | +0.2% | 0.09% | +2.3% |
| SLYG | Sell | SPDR S&P 600 Small Cap Growth ETFetf | $840 | -99.9% | 11,627 | -0.4% | 0.08% | -2.3% |
| MS | Buy | Morgan Stanleyequities | $830 | -99.9% | 9,768 | +5.2% | 0.08% | +5.0% |
| CB | Buy | Chubb Ltdequities | $824 | -99.9% | 3,743 | +0.8% | 0.08% | +13.5% |
| VO | Buy | Vanguard Mid-Cap Index Fund ETF Sharesetf | $811 | -99.9% | 3,974 | +0.5% | 0.08% | 0.0% |
| SCZ | Sell | iShares MSCI EAFE Small-Cap ETFetf | $772 | -99.9% | 13,739 | -0.4% | 0.08% | +5.4% |
| PGR | Sell | Progressive Corpequities | $758 | -99.9% | 5,843 | -4.5% | 0.08% | -1.3% |
| MET | Sell | MetLife Incequities | $750 | -99.9% | 10,430 | -1.1% | 0.08% | +8.6% |
| BSMR | Buy | BulletShares Municipal Bond ETF 12/15/2027etf | $735 | -99.8% | 31,124 | +64.7% | 0.08% | +59.6% |
| YUM | Buy | Yum Brands Incequities | $738 | -99.9% | 5,784 | +0.9% | 0.08% | +11.9% |
| EZM | WisdomTree MidCap Earnings Fundetf | $744 | -99.9% | 15,293 | 0.0% | 0.08% | +1.4% | |
| LIN | Buy | Linde PLCequities | $715 | -99.9% | 2,185 | +13.8% | 0.07% | +28.1% |
| SCHE | Buy | Schwab Emerging Markets Equity ETFetf | $707 | -99.9% | 29,891 | +1.9% | 0.07% | -1.4% |
| HDV | Buy | iShares Core High Dividend ETFetf | $696 | -99.9% | 6,674 | +0.1% | 0.07% | +6.0% |
| T | Sell | AT&T Incequities | $697 | -99.9% | 38,021 | -2.0% | 0.07% | +7.6% |
| FNDF | Sell | Schwab Fundamental International Large Company Index ETFetf | $703 | -99.9% | 24,182 | -1.0% | 0.07% | +4.4% |
| PNC | Sell | PNC Financial Services Group Incequities | $704 | -99.9% | 4,446 | -0.2% | 0.07% | -2.7% |
| PKW | Invesco BuyBack Achievers ETFetf | $688 | -99.9% | 8,035 | 0.0% | 0.07% | +6.1% | |
| ACN | Buy | Accenture PLC Aequities | $663 | -99.9% | 2,498 | +32.3% | 0.07% | +26.4% |
| VIG | Sell | Vanguard Dividend Appreciation Index Fund ETF Sharesetf | $661 | -99.9% | 4,346 | -1.2% | 0.07% | +3.1% |
| VYM | Buy | Vanguard High Dividend Yield Index Fund ETF Sharesetf | $659 | -99.9% | 6,100 | +3.1% | 0.07% | +9.8% |
| IBDS | Buy | iShares Corporate Bond ETF 12/31/2027etf | $655 | -99.9% | 28,125 | +3.5% | 0.07% | -4.3% |
| COF | Sell | Capital One Financial Corpequities | $653 | -99.9% | 7,030 | -6.8% | 0.07% | -13.2% |
| EFV | iShares MSCI EAFE Value ETFetf | $644 | -99.9% | 14,043 | 0.0% | 0.06% | +10.2% | |
| EMXC | Buy | iShares MSCI Emerging Markets ex China ETFetf | $632 | -99.9% | 13,302 | +38.1% | 0.06% | +36.2% |
| USB | Sell | US Bancorpequities | $623 | -99.9% | 14,287 | -7.7% | 0.06% | -7.4% |
| SAP | Buy | SAP SE ADRequities | $609 | -99.8% | 5,942 | +57.3% | 0.06% | +87.9% |
| DVYE | Sell | iShares Emerging Markets Dividend ETFetf | $602 | -99.9% | 25,359 | -1.3% | 0.06% | -3.2% |
| JPST | Sell | JPMorgan Ultra-Short Income ETFetf | $596 | -99.9% | 11,890 | -0.3% | 0.06% | -9.1% |
| MINT | Buy | PIMCO Enhanced Short Maturity Active Exchange-Traded Fundetf | $589 | -99.9% | 5,971 | +1.0% | 0.06% | -6.2% |
| Buy | DFA Tax Managed International Value Portfolioetf | $577 | -99.9% | 19,036 | +13.4% | 0.06% | +22.9% | |
| SPLG | Sell | SPDR Portfolio Large Cap ETFetf | $585 | -99.9% | 12,933 | -1.8% | 0.06% | -3.3% |
| BLK | Sell | BlackRock Incequities | $585 | -99.9% | 825 | -7.7% | 0.06% | +9.3% |
| RYH | Guggenheim S&P 500 Equal Weight Health Care ETFetf | $577 | -99.9% | 2,000 | 0.0% | 0.06% | +7.3% | |
| QTEC | Sell | First Trust NASDAQ-100-Tech. Sector Index Fundetf | $582 | -99.9% | 5,535 | -3.0% | 0.06% | -10.6% |
| VBK | Vanguard Small-Cap Growth Index Fund ETF Sharesetf | $576 | -99.9% | 2,869 | 0.0% | 0.06% | -4.9% | |
| VWO | Buy | Vanguard FTSE Emerging Markets Index Fund ETF Sharesetf | $573 | -99.8% | 14,700 | +51.9% | 0.06% | +48.7% |
| EWSC | Buy | Invesco S&P SmallCap 600 Equal Weight ETFetf | $545 | -99.9% | 7,877 | +0.0% | 0.06% | +1.9% |
| EFA | Buy | iShares MSCI EAFE ETFetf | $539 | -99.9% | 8,239 | +16.5% | 0.06% | +27.9% |
| CHTR | Sell | Charter Communications Inc Aequities | $543 | -99.9% | 1,597 | -4.1% | 0.06% | 0.0% |
| CSX | Sell | CSX Corpequities | $536 | -99.9% | 17,294 | -0.1% | 0.05% | +5.9% |
| IBDT | Sell | iShares Corporate Bond ETF 12/31/2028etf | $534 | -99.9% | 21,995 | -0.0% | 0.05% | -5.3% |
| VB | Buy | Vanguard Small-Cap Index Fund ETF Sharesetf | $531 | -99.8% | 2,901 | +42.1% | 0.05% | +42.1% |
| VSS | Buy | Vanguard FTSE All-World ex-US Small-Cap Index Fund ETF Sharesetf | $525 | -99.9% | 5,105 | +32.9% | 0.05% | +35.9% |
| New | Dimensional US Sustainability Core 1 ETFetf | $512 | – | 20,592 | +100.0% | 0.05% | – | |
| MTD | Sell | Mettler-Toledo International Incequities | $515 | -99.9% | 356 | -0.8% | 0.05% | +20.9% |
| DIM | Buy | WisdomTree International MidCap Dividend Fundetf | $489 | -99.9% | 8,830 | +17.7% | 0.05% | +28.2% |
| TFC | Buy | Truist Finl Corpequities | $495 | -99.9% | 11,483 | +0.1% | 0.05% | -9.1% |
| COP | Buy | ConocoPhillipsequities | $489 | -99.9% | 4,155 | +5.9% | 0.05% | +13.6% |
| TSLA | Buy | Tesla Motors Incequities | $475 | -99.9% | 4,056 | +18.8% | 0.05% | -52.0% |
| MDLZ | Buy | Mondelez International Inc Class Aequities | $464 | -99.9% | 6,959 | +8.6% | 0.05% | +20.5% |
| GILD | Buy | Gilead Sciences Incequities | $465 | -99.8% | 5,434 | +11.9% | 0.05% | +42.4% |
| SHW | Sell | Sherwin-Williams Coequities | $461 | -99.9% | 1,940 | -14.1% | 0.05% | -7.8% |
| USRT | Buy | iShares Core U.S. REIT ETFetf | $454 | -97.3% | 9,187 | +2444.9% | 0.05% | +2200.0% |
| SDY | SPDR S&P Dividend ETFetf | $457 | -99.9% | 3,648 | 0.0% | 0.05% | +2.2% | |
| USCI | Buy | United States Commodity Index Fund, LPetf | $440 | -99.9% | 7,746 | +3.6% | 0.04% | +7.1% |
| DON | Buy | WisdomTree MidCap Dividend Fundetf | $438 | -99.9% | 10,626 | +0.1% | 0.04% | 0.0% |
| GWX | Buy | SPDR S&P International Small Cap ETFetf | $429 | -99.9% | 14,558 | +0.0% | 0.04% | +4.8% |
| CMI | Sell | Cummins Incequities | $427 | -99.9% | 1,763 | -1.2% | 0.04% | +7.5% |
| BSMS | Buy | BulletShares Municipal Bond ETF 12/15/2028etf | $420 | -99.9% | 18,119 | +37.2% | 0.04% | +34.4% |
| C | Sell | Citigroup Incequities | $423 | -99.9% | 9,389 | -7.4% | 0.04% | -8.5% |
| New | Dimensional International Sstby Cr 1 ETFetf | $401 | – | 14,370 | +100.0% | 0.04% | – | |
| BSMT | Buy | BulletShares Municipal Bond ETF 12/15/2029etf | $391 | -99.8% | 17,121 | +51.7% | 0.04% | +48.1% |
| CMG | Sell | Chipotle Mexican Grill Inc Class Aequities | $394 | -99.9% | 284 | -11.0% | 0.04% | -24.5% |
| SU | Sell | Suncor Energy Incequities | $390 | -99.9% | 12,325 | -10.7% | 0.04% | -7.0% |
| IAU | Buy | iShares Gold Trustetf | $384 | -99.9% | 11,056 | +15.8% | 0.04% | +18.2% |
| TDG | TransDigm Group Incequities | $382 | -99.9% | 605 | 0.0% | 0.04% | +11.4% | |
| Sell | Constellation Energy Coequities | $371 | -99.9% | 4,230 | -0.8% | 0.04% | -2.6% | |
| AVDV | Buy | Avantis International Small Cap Value ETFetf | $371 | -99.9% | 6,705 | +28.7% | 0.04% | +40.7% |
| ACWV | iShares Edge MSCI Min Vol Global ETFetf | $350 | -99.9% | 3,682 | 0.0% | 0.04% | 0.0% | |
| ASML | Sell | ASML Holding NV ADRequities | $356 | -99.9% | 646 | -26.3% | 0.04% | -12.2% |
| IBMM | iShares Muni Bond ETF 12/2/2024etf | $348 | -99.9% | 13,476 | 0.0% | 0.04% | -7.9% | |
| MOAT | VanEck Vectors Morningstar Wide Moat ETFetf | $334 | -99.9% | 5,156 | 0.0% | 0.03% | 0.0% | |
| VNQ | Sell | Vanguard REIT Index Fund ETF Sharesetf | $331 | -99.9% | 4,009 | -37.5% | 0.03% | -39.3% |
| IVE | iShares S&P 500 Value ETFetf | $322 | -99.9% | 2,221 | 0.0% | 0.03% | +6.5% | |
| NSC | Buy | Norfolk Southern Corpequities | $325 | -99.9% | 1,318 | +0.1% | 0.03% | +10.0% |
| KDP | Buy | Keurig Dr Pepper Incequities | $315 | -99.9% | 8,941 | +9.4% | 0.03% | 0.0% |
| QUAL | Buy | iShares Edge MSCI USA Quality Factor ETFetf | $317 | -99.9% | 2,778 | +25.3% | 0.03% | +28.0% |
| EMN | Sell | Eastman Chemical Coequities | $319 | -99.9% | 3,930 | -10.2% | 0.03% | -5.9% |
| IVOV | Vanguard S&P Mid-Cap 400 Value Index Fund ETF Sharesetf | $303 | -99.9% | 1,963 | 0.0% | 0.03% | +3.3% | |
| IVW | Buy | iShares S&P 500 Growth ETFetf | $301 | -99.8% | 5,143 | +62.5% | 0.03% | +55.0% |
| IWN | iShares Russell 2000 Value ETFetf | $304 | -99.9% | 2,190 | 0.0% | 0.03% | 0.0% | |
| MU | Micron Technology Incequities | $294 | -99.9% | 5,895 | 0.0% | 0.03% | -6.2% | |
| ED | Buy | Consolidated Edison Incequities | $298 | -99.9% | 3,117 | +11.7% | 0.03% | +15.4% |
| DELL | Buy | Dell Incequities | $287 | -99.7% | 7,249 | +135.2% | 0.03% | +163.6% |
| HUM | Buy | Humana Incequities | $272 | -99.9% | 530 | +0.4% | 0.03% | 0.0% |
| DES | Buy | WisdomTree SmallCap Dividend Fundetf | $273 | -99.9% | 9,649 | +14.8% | 0.03% | +16.7% |
| BSJO | Buy | BulletShares HY Corporate Bond ETF 12/15/2024etf | $280 | -99.7% | 12,866 | +163.6% | 0.03% | +133.3% |
| IJH | Buy | iShares Core S&P Mid-Cap ETFetf | $277 | -99.5% | 1,145 | +377.1% | 0.03% | +366.7% |
| EFAV | iShares Edge MSCI Min Vol EAFE ETFetf | $276 | -99.9% | 4,332 | 0.0% | 0.03% | +3.7% | |
| AVY | Sell | Avery Dennison Corpequities | $280 | -99.9% | 1,545 | -0.1% | 0.03% | 0.0% |
| IBHD | Buy | iShares High Yield Bond ETF 12/15/2024etf | $262 | -99.8% | 11,675 | +137.8% | 0.03% | +125.0% |
| SYK | Buy | Stryker Corpequities | $267 | -99.9% | 1,092 | +19.9% | 0.03% | +35.0% |
| IBMN | iShares Muni Bond ETF 12/2/2025etf | $259 | -99.9% | 9,844 | 0.0% | 0.03% | -7.1% | |
| PH | Sell | Parker Hannifin Corpequities | $249 | -99.9% | 859 | -0.5% | 0.02% | +8.7% |
| DEM | Buy | WisdomTree Emerging Markets High Dividend Fundetf | $246 | -99.9% | 6,905 | +24.8% | 0.02% | +25.0% |
| DGRW | WisdomTree U.S. Quality Dividend Growth Fundetf | $248 | -99.9% | 4,107 | 0.0% | 0.02% | +4.2% | |
| PFI | PowerShares DWA Financial Momentum Portfolioetf | $243 | -99.9% | 5,973 | 0.0% | 0.02% | 0.0% | |
| VOT | Vanguard Mid-Cap Growth Index Fund ETF Sharesetf | $243 | -99.9% | 1,351 | 0.0% | 0.02% | 0.0% | |
| AVDE | Buy | Avantis International Equity ETFetf | $245 | -99.9% | 4,503 | +15.7% | 0.02% | +25.0% |
| CARR | Buy | Carrier Global Corp Ordinary Sharesequities | $250 | -99.9% | 6,092 | +0.1% | 0.02% | +4.2% |
| IJK | Buy | iShares S&P Mid-Cap 400 Growth ETFetf | $245 | -99.9% | 3,562 | +14.3% | 0.02% | +13.6% |
| UNP | Union Pacific Corpequities | $237 | -99.9% | 1,137 | 0.0% | 0.02% | 0.0% | |
| IBMO | iShares Muni Bond ETF 12/2/2026etf | $234 | -99.9% | 9,282 | 0.0% | 0.02% | -4.0% | |
| SCHC | Buy | Schwab International Small-Cap Equity ETFetf | $236 | -99.8% | 7,615 | +33.9% | 0.02% | +41.2% |
| DGS | Buy | Wisdomtree Trust Emg Mkts Smetf | $238 | -99.9% | 5,397 | +19.2% | 0.02% | +20.0% |
| IYW | iShares U.S. Technology ETFetf | $238 | -99.9% | 3,200 | 0.0% | 0.02% | -7.7% | |
| WFC | Buy | Wells Fargo & Coequities | $225 | -99.9% | 5,482 | +0.7% | 0.02% | -4.2% |
| CTVA | Sell | Corteva Incequities | $229 | -99.9% | 3,816 | -1.4% | 0.02% | -4.2% |
| DG | Buy | Dollar General Corpequities | $229 | -99.9% | 996 | +2.8% | 0.02% | -4.2% |
| IUSV | Buy | iShares Core Russell U.S. Value ETFetf | $212 | -99.8% | 3,004 | +85.5% | 0.02% | +100.0% |
| VGK | Vanguard FTSE Europe Index Fund ETF Sharesetf | $215 | -99.9% | 3,901 | 0.0% | 0.02% | +10.0% | |
| SPAB | SPDR Portfolio Aggregate Bond ETFetf | $215 | -99.9% | 8,577 | 0.0% | 0.02% | -4.3% | |
| RPAR | RPAR Risk Parity ETFetf | $207 | -99.9% | 11,124 | 0.0% | 0.02% | 0.0% | |
| BSMU | Buy | BulletShares Municipal Bond ETF 12/15/2030etf | $203 | -99.9% | 9,428 | +5.5% | 0.02% | +5.0% |
| DGRS | Buy | WisdomTree U.S. SmallCap Quality Dividend Growth Fundetf | $210 | -99.9% | 5,219 | +1.3% | 0.02% | +5.0% |
| NTES | New | NetEase Inc ADRequities | $205 | – | 2,860 | +100.0% | 0.02% | – |
| OTIS | Sell | Otis Worldwide Corpequities | $193 | -99.9% | 2,462 | -0.7% | 0.02% | +11.1% |
| XLE | Energy Select Sector SPDR Fundetf | $202 | -99.9% | 2,307 | 0.0% | 0.02% | +11.1% | |
| SCHO | Buy | Schwab Short-Term U.S. Treasury ETFetf | $193 | -99.9% | 4,005 | +8.4% | 0.02% | 0.0% |
| ONTO | Sell | Onto Innovation Incequities | $202 | -99.9% | 2,960 | -7.9% | 0.02% | -13.0% |
| VIAC | Sell | PARAMOUNT GLOBAL COMequities | $199 | -99.9% | 11,932 | -0.1% | 0.02% | -20.0% |
| KMB | Buy | Kimberly-Clark Corpequities | $198 | -98.4% | 1,471 | +1328.2% | 0.02% | +1900.0% |
| AOR | iShares Core Growth Allocation ETFetf | $194 | -99.9% | 4,100 | 0.0% | 0.02% | 0.0% | |
| VV | Sell | Vanguard Large-Cap Index Fund ETF Sharesetf | $184 | -99.9% | 1,057 | -1.8% | 0.02% | 0.0% |
| EEM | Sell | iShares MSCI Emerging Markets ETFetf | $191 | -99.9% | 5,027 | -6.5% | 0.02% | -9.5% |
| SPSB | SPDR Portfolio Short Term Corporate Bond ETFetf | $187 | -99.9% | 6,371 | 0.0% | 0.02% | -5.0% | |
| SHY | Sell | iShares 1-3 Year Treasury Bond ETFetf | $192 | -99.9% | 2,372 | -6.2% | 0.02% | -17.4% |
| WBIY | WBI Power Factor High Dividend ETFetf | $191 | -99.9% | 7,184 | 0.0% | 0.02% | +5.6% | |
| BOH | Bank of Hawaii Corpequities | $180 | -99.9% | 2,318 | 0.0% | 0.02% | -5.3% | |
| HIG | Buy | The Hartford Financial Services Group Incequities | $179 | -99.9% | 2,375 | +1.9% | 0.02% | +12.5% |
| OEF | iShares S&P 100 ETFetf | $173 | -99.9% | 1,012 | 0.0% | 0.02% | 0.0% | |
| EL | Sell | The Estee Lauder Companies Inc Class Aequities | $174 | -99.9% | 708 | -12.3% | 0.02% | -5.3% |
| IYG | Sell | iShares U.S. Financial Services ETFetf | $169 | -99.9% | 1,071 | -3.2% | 0.02% | 0.0% |
| UPS | Buy | United Parcel Service Inc Class Bequities | $166 | -99.9% | 960 | +1.2% | 0.02% | 0.0% |
| CI | Sell | Cigna Corpequities | $172 | -99.9% | 534 | -3.3% | 0.02% | +6.2% |
| BFOR | Barron's 400 ETFetf | $172 | -99.9% | 3,236 | 0.0% | 0.02% | 0.0% | |
| MKC | Buy | McCormick & Co Inc Non-Votingequities | $167 | -99.9% | 2,013 | +0.6% | 0.02% | +6.2% |
| AMT | Buy | American Tower Corpreit | $163 | -99.9% | 773 | +0.7% | 0.02% | -5.6% |
| NOK | Buy | Nokia Oyj ADRequities | $164 | -99.9% | 35,290 | +0.2% | 0.02% | +6.2% |
| XLV | Health Care Select Sector Spdr Fundetf | $154 | -99.9% | 1,132 | 0.0% | 0.02% | +6.7% | |
| RDVY | Sell | First Trust NASDAQ Rising Dividend Achieversetf | $161 | -99.9% | 3,665 | -10.1% | 0.02% | -5.9% |
| SNA | Buy | Snap-on Incequities | $154 | -99.9% | 670 | +24.8% | 0.02% | +33.3% |
| WMB | Buy | Williams Companies Incequities | $148 | -99.5% | 4,511 | +341.4% | 0.02% | +400.0% |
| PTNQ | Pacer Trendpilot 100 ETFetf | $148 | -99.9% | 3,000 | 0.0% | 0.02% | -6.2% | |
| VMW | Buy | VMware Incequities | $148 | -99.9% | 1,221 | +1.5% | 0.02% | +7.1% |
| New | Avantis Responsible Emeretf | $143 | – | 3,368 | +100.0% | 0.02% | – | |
| ICLN | Buy | iShares Global Clean Energy ETFetf | $148 | -99.6% | 7,441 | +281.8% | 0.02% | +275.0% |
| F | Buy | Ford Motor Coequities | $144 | -99.9% | 12,331 | +4.3% | 0.02% | +7.1% |
| BP | BP PLC ADRequities | $147 | -99.9% | 4,184 | 0.0% | 0.02% | +15.4% | |
| GLD | Sell | SPDR Gold Sharesetf | $143 | -99.9% | 847 | -29.9% | 0.02% | -28.6% |
| PSX | Sell | Phillips 66equities | $142 | -99.9% | 1,365 | -2.4% | 0.01% | +16.7% |
| VGLT | New | Vanguard Long-Term Government Bond Index Fund ETF Sharesetf | $134 | – | 2,170 | +100.0% | 0.01% | – |
| SYY | Sysco Corpequities | $134 | -99.9% | 1,767 | 0.0% | 0.01% | 0.0% | |
| EES | WisdomTree SmallCap Earnings Fundetf | $135 | -99.9% | 3,162 | 0.0% | 0.01% | 0.0% | |
| New | Avantis Responsbl Intrletf | $140 | – | 2,965 | +100.0% | 0.01% | – | |
| FVD | Sell | First Trust Value Line Dividend Index Fundetf | $134 | -99.9% | 3,347 | -28.3% | 0.01% | -26.3% |
| NUE | Nucor Corpequities | $131 | -99.9% | 994 | 0.0% | 0.01% | +8.3% | |
| IWM | Sell | iShares Russell 2000 ETFetf | $127 | -99.9% | 729 | -2.7% | 0.01% | -7.1% |
| MRNA | Moderna Incequities | $129 | -99.8% | 718 | 0.0% | 0.01% | +44.4% | |
| VOE | Sell | Vanguard Mid-Cap Value Index Fund ETF Sharesetf | $132 | -99.9% | 975 | -5.6% | 0.01% | -7.1% |
| FBNC | First Bancorpequities | $124 | -99.9% | 2,905 | 0.0% | 0.01% | +8.3% | |
| NVO | Novo Nordisk A/S ADRequities | $129 | -99.9% | 957 | 0.0% | 0.01% | +18.2% | |
| TJX | Buy | TJX Companies Incequities | $127 | -99.8% | 1,585 | +29.4% | 0.01% | +62.5% |
| New | Dimensnl Emg Mrkt Susetf | $133 | – | 4,769 | +100.0% | 0.01% | – | |
| FCX | Sell | Freeport-McMoRan Incequities | $129 | -99.9% | 3,390 | -2.9% | 0.01% | +18.2% |
| XLK | Buy | Technology Select Sector SPDR Fundetf | $131 | -99.9% | 1,056 | +25.3% | 0.01% | +18.2% |
| MDT | Buy | Medtronic PLCequities | $121 | -99.9% | 1,547 | +14.7% | 0.01% | 0.0% |
| WM | Buy | Waste Management Incequities | $122 | -99.8% | 777 | +62.2% | 0.01% | +50.0% |
| PAYX | Buy | Paychex Incequities | $115 | -99.9% | 995 | +40.5% | 0.01% | +33.3% |
| MCK | Buy | McKesson Corpequities | $114 | -99.9% | 301 | +2.4% | 0.01% | +9.1% |
| VT | Vanguard Total World Stock Index Fund ETF Sharesetf | $119 | -99.9% | 1,367 | 0.0% | 0.01% | 0.0% | |
| AVUS | Buy | Avantis U.S. Equity ETFetf | $106 | -99.9% | 1,571 | +13.0% | 0.01% | +22.2% |
| MDY | SPDR S&P MidCap 400 ETFetf | $104 | -99.9% | 237 | 0.0% | 0.01% | +10.0% | |
| VXUS | Buy | Vanguard Total International Stock Index Fund ETF Sharesetf | $105 | -99.9% | 2,027 | +15.9% | 0.01% | +22.2% |
| EMGF | Buy | iShares Edge MSCI Multifactor Emerging Markets ETFetf | $111 | -99.9% | 2,716 | +1.0% | 0.01% | 0.0% |
| AON | Sell | Aon PLCequities | $108 | -99.9% | 360 | -30.9% | 0.01% | -26.7% |
| SNOW | Buy | Snowflake Inc Ordinary Shares - Class Aequities | $95 | -99.9% | 661 | +57.0% | 0.01% | +25.0% |
| GIS | Buy | General Mills Incequities | $96 | -99.9% | 1,144 | +2.0% | 0.01% | +11.1% |
| LPLA | New | LPL Financial Holdings Incequities | $97 | – | 449 | +100.0% | 0.01% | – |
| LHX | Sell | L3Harris Technologies Incequities | $99 | -99.9% | 474 | -12.5% | 0.01% | -16.7% |
| VOOV | Vanguard S&P 500 Value Index Fund ETF Sharesetf | $95 | -99.9% | 676 | 0.0% | 0.01% | +11.1% | |
| DTE | Buy | DTE Energy Coequities | $94 | -99.9% | 804 | +2.9% | 0.01% | 0.0% |
| QEMM | Sell | SPDR MSCI Emerging Markets StrategicFactors ETFetf | $103 | -99.9% | 1,956 | -4.9% | 0.01% | -16.7% |
| HPQ | Buy | HP Incequities | $101 | -99.9% | 3,793 | +0.5% | 0.01% | 0.0% |
| EBAY | Buy | eBay Incequities | $98 | -99.9% | 2,368 | +0.0% | 0.01% | +11.1% |
| ORLY | Buy | O'Reilly Automotive Incequities | $93 | -99.6% | 110 | +233.3% | 0.01% | +200.0% |
| IWR | iShares Russell Mid-Cap ETFetf | $84 | -99.9% | 1,252 | 0.0% | 0.01% | 0.0% | |
| CSM | ProShares Large Cap Core Plusetf | $87 | -99.9% | 1,946 | 0.0% | 0.01% | 0.0% | |
| DFA Tax-Managed U.S. Marketwide Value Portfolio IIetf | $89 | -99.9% | 2,661 | 0.0% | 0.01% | 0.0% | ||
| GLW | Buy | Corning Incequities | $89 | -99.8% | 2,796 | +44.9% | 0.01% | +50.0% |
| ESGU | Buy | iShares MSCI USA ESG Optimized ETFetf | $85 | -99.9% | 1,010 | +3.8% | 0.01% | +12.5% |
| NEM | Buy | Newmont Mining Corpequities | $87 | -99.9% | 1,840 | +1.5% | 0.01% | +12.5% |
| EMR | Sell | Emerson Electric Coequities | $88 | -99.9% | 918 | -5.4% | 0.01% | +12.5% |
| VXF | Buy | Vanguard Extended Market Index Fund ETF Sharesetf | $81 | -99.7% | 608 | +143.2% | 0.01% | +100.0% |
| SHOP | Buy | Shopify Inc Aequities | $75 | -99.9% | 2,170 | +1.7% | 0.01% | +33.3% |
| ADI | Buy | Analog Devices Incequities | $78 | -99.6% | 478 | +184.5% | 0.01% | +300.0% |
| DLTR | New | Dollar Tree Incequities | $79 | – | 552 | +100.0% | 0.01% | – |
| RE | Everest Re Group Ltdequities | $83 | -99.9% | 250 | 0.0% | 0.01% | +14.3% | |
| DBC | Buy | PowerShares DB Commodity Index Tracking Fundetf | $82 | -99.9% | 3,228 | +0.3% | 0.01% | 0.0% |
| ATVI | Sell | Activision Blizzard Incequities | $80 | -99.9% | 1,045 | -15.5% | 0.01% | -20.0% |
| IWO | Sell | iShares Russell 2000 Growth ETFetf | $80 | -99.9% | 373 | -1.3% | 0.01% | -11.1% |
| IWC | iShares Micro-Cap ETFetf | $74 | -99.9% | 685 | 0.0% | 0.01% | 0.0% | |
| CLF | Sell | Cliffs Natural Resources Incequities | $78 | -99.9% | 4,925 | -19.6% | 0.01% | -11.1% |
| ROK | Buy | Rockwell Automation Incequities | $75 | -99.8% | 286 | +42.3% | 0.01% | +60.0% |
| ANSS | Ansys Incequities | $69 | -99.9% | 285 | 0.0% | 0.01% | 0.0% | |
| NOBL | Buy | ProShares S&P 500 Dividend Aristocrats ETFetf | $69 | -99.9% | 772 | +23.5% | 0.01% | +40.0% |
| IWY | iShares Russell Top 200 Growth ETFetf | $66 | -99.9% | 550 | 0.0% | 0.01% | 0.0% | |
| ALB | Albemarle Corpequities | $66 | -99.9% | 306 | 0.0% | 0.01% | -22.2% | |
| ASH | Ashland Incequities | $73 | -99.9% | 674 | 0.0% | 0.01% | 0.0% | |
| VLO | Buy | Valero Energy Corpequities | $66 | -99.9% | 520 | +2.6% | 0.01% | +16.7% |
| GOLD | Randgold Resources Ltd ADRequities | $67 | -99.9% | 3,884 | 0.0% | 0.01% | 0.0% | |
| DVN | Buy | Devon Energy Corpequities | $66 | -99.1% | 1,071 | +763.7% | 0.01% | +600.0% |
| FTA | First Trust Large Cap Value AlphaDEX Fundetf | $67 | -99.9% | 1,012 | 0.0% | 0.01% | +16.7% | |
| SRPT | New | Sarepta Therapeutics Incequities | $65 | – | 500 | +100.0% | 0.01% | – |
| SGOL | Sell | ETFS Physical Swiss Gold Sharesetf | $65 | -99.9% | 3,676 | -10.5% | 0.01% | 0.0% |
| IWP | iShares Russell Mid-Cap Growth ETFetf | $66 | -99.9% | 778 | 0.0% | 0.01% | 0.0% | |
| IUSG | Buy | iShares Core Russell U.S. Growth ETFetf | $65 | -99.8% | 789 | +52.6% | 0.01% | +40.0% |
| Sell | General Electric Coequities | $72 | -99.9% | 868 | -17.9% | 0.01% | 0.0% | |
| UBER | Buy | Uber Technologies Incequities | $67 | -99.9% | 2,708 | +1.9% | 0.01% | -12.5% |
| BSV | Sell | Vanguard Short-Term Bond Index Fund ETF Sharesetf | $67 | -99.9% | 889 | -25.2% | 0.01% | -30.0% |
| FNDX | Schwab Fundamental U.S. Large Company Index ETFetf | $60 | -99.9% | 1,117 | 0.0% | 0.01% | 0.0% | |
| PANW | Sell | Palo Alto Networks Incequities | $55 | -99.9% | 404 | -18.4% | 0.01% | -33.3% |
| EOG | Buy | EOG Resources Incequities | $61 | -99.9% | 470 | +1.3% | 0.01% | 0.0% |
| NTR | Nutrien Ltdequities | $61 | -99.9% | 823 | 0.0% | 0.01% | -25.0% | |
| TTWO | Take-Two Interactive Software Incequities | $57 | -99.9% | 550 | 0.0% | 0.01% | -14.3% | |
| VCR | New | Vanguard Consumer Discretionary Index Fund ETF Sharesetf | $61 | – | 279 | +100.0% | 0.01% | – |
| BIIB | Sell | Biogen Incequities | $63 | -99.9% | 223 | -3.0% | 0.01% | -14.3% |
| BX | Sell | Blackstone Group L Pcom Unit Repstgequities | $57 | -99.9% | 784 | -15.6% | 0.01% | -33.3% |
| JETS | U.S. Global Jets ETFetf | $57 | -99.9% | 3,358 | 0.0% | 0.01% | +20.0% | |
| IWS | iShares Russell Mid-Cap Value ETFetf | $57 | -99.9% | 531 | 0.0% | 0.01% | 0.0% | |
| GSLC | Goldman Sachs ActiveBeta U.S. Large Cap Equity ETFetf | $61 | -99.9% | 800 | 0.0% | 0.01% | 0.0% | |
| SCHP | Sell | Schwab U.S. TIPS ETFetf | $59 | -99.9% | 1,141 | -36.3% | 0.01% | -40.0% |
| MFEM | PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETFetf | $55 | -99.9% | 3,155 | 0.0% | 0.01% | 0.0% | |
| TIP | Buy | iShares TIPS Bond ETFetf | $56 | -99.9% | 524 | +28.4% | 0.01% | +20.0% |
| IBMP | iShares Muni Bond ETF 12/2/2027etf | $49 | -99.9% | 2,015 | 0.0% | 0.01% | 0.0% | |
| VOOG | Vanguard S&P 500 Growth Index Fund ETF Sharesetf | $46 | -99.9% | 219 | 0.0% | 0.01% | 0.0% | |
| VFC | Sell | VF Corpequities | $51 | -100.0% | 1,838 | -90.9% | 0.01% | -92.3% |
| XSLV | PowerShares S&P SmallCap Low Volatility Portfolioetf | $54 | -99.9% | 1,200 | 0.0% | 0.01% | 0.0% | |
| WTRG | Essential Utilities Incequities | $50 | -99.9% | 1,041 | 0.0% | 0.01% | 0.0% | |
| FMNB | Farmers National Banc Corpequities | $52 | -99.9% | 3,654 | 0.0% | 0.01% | 0.0% | |
| STT | State Street Corpequities | $48 | -99.9% | 620 | 0.0% | 0.01% | +25.0% | |
| BKNG | Buy | Booking Holdings Incequities | $48 | -99.8% | 24 | +60.0% | 0.01% | +66.7% |
| CHD | Buy | Church & Dwight Co Incequities | $48 | -99.9% | 606 | +1.0% | 0.01% | 0.0% |
| PRK | Park National Corpequities | $49 | -99.9% | 350 | 0.0% | 0.01% | 0.0% | |
| AEE | Buy | Ameren Corpequities | $50 | -99.9% | 563 | +2.4% | 0.01% | 0.0% |
| PM | Buy | Philip Morris International Incequities | $52 | -99.9% | 524 | +21.3% | 0.01% | +25.0% |
| SAL | Salisbury Bancorp Incequities | $51 | -99.9% | 1,598 | 0.0% | 0.01% | +25.0% | |
| DFS | Buy | Discover Financial Servicesequities | $50 | -99.9% | 519 | +14.1% | 0.01% | +25.0% |
| ZTS | Sell | Zoetis Incequities | $53 | -99.9% | 360 | -1.1% | 0.01% | -16.7% |
| VLY | Valley National Bancorpequities | $53 | -99.9% | 4,725 | 0.0% | 0.01% | -16.7% | |
| EQNR | Sell | Equinor ASA ADRequities | $54 | -99.9% | 1,500 | -0.9% | 0.01% | 0.0% |
| VVV | Valvoline Incequities | $52 | -99.9% | 1,591 | 0.0% | 0.01% | +25.0% | |
| SCHM | Schwab U.S. Mid-Cap ETFetf | $46 | -99.9% | 712 | 0.0% | 0.01% | 0.0% | |
| IBMQ | iShares Muni Bond ETF 12/2/2028etf | $50 | -99.9% | 2,004 | 0.0% | 0.01% | 0.0% | |
| FTC | First Trust Large Cap Growth AlphaDEX Fundetf | $44 | -99.9% | 483 | 0.0% | 0.00% | -20.0% | |
| VTHR | Vanguard Russell 3000 Index Fund ETF Sharesetf | $36 | -99.9% | 208 | 0.0% | 0.00% | 0.0% | |
| LEGN | Legend Biotech Corpequities | $38 | -99.9% | 763 | 0.0% | 0.00% | +33.3% | |
| KMI | Buy | Kinder Morgan Inc Pequities | $38 | -99.8% | 2,119 | +66.3% | 0.00% | +100.0% |
| PSEC | Prospect Capital Corpequities | $41 | -99.9% | 5,880 | 0.0% | 0.00% | 0.0% | |
| SNY | Sanofi SA ADRequities | $36 | -99.9% | 737 | 0.0% | 0.00% | +33.3% | |
| WSC | WillScot Mobile Mini Holdings Corpequities | $39 | -99.9% | 860 | 0.0% | 0.00% | 0.0% | |
| AMAT | Sell | Applied Materials Incequities | $36 | -100.0% | 363 | -78.6% | 0.00% | -73.3% |
| HPE | Buy | Hewlett Packard Enterprise Coequities | $41 | -99.8% | 2,616 | +13.2% | 0.00% | +33.3% |
| SCI | New | Service Corp Internationalequities | $40 | – | 575 | +100.0% | 0.00% | – |
| CRDA | Crawford & Coequities | $41 | -99.9% | 7,432 | 0.0% | 0.00% | -20.0% | |
| PPL | Buy | PPL Corpequities | $40 | -99.9% | 1,342 | +0.7% | 0.00% | 0.0% |
| SLF | Sun Life Financial Incequities | $36 | -99.9% | 787 | 0.0% | 0.00% | +33.3% | |
| FTV | Buy | Fortive Corpequities | $44 | -99.7% | 684 | +197.4% | 0.00% | +100.0% |
| A | Agilent Technologies Incequities | $40 | -99.9% | 264 | 0.0% | 0.00% | 0.0% | |
| FIXD | First Trust TCW Opportunistic Fixed Income ETFetf | $41 | -99.9% | 934 | 0.0% | 0.00% | -20.0% | |
| OXY | Buy | Occidental Petroleum Corpequities | $41 | -99.9% | 641 | +6.8% | 0.00% | 0.0% |
| NVG | Nuveen AMT-Free Municipal Credit Income Fundetf | $35 | -99.9% | 2,888 | 0.0% | 0.00% | 0.0% | |
| BUFR | First Trust Cboe Vest Fund of Buffer ETFsetf | $37 | -99.9% | 1,661 | 0.0% | 0.00% | 0.0% | |
| TDIV | First Trust NASDAQ Technology Dividend Index Fundetf | $38 | -99.9% | 800 | 0.0% | 0.00% | 0.0% | |
| NEA | Nuveen AMT-Free Quality Muni Incetf | $36 | -99.9% | 3,200 | 0.0% | 0.00% | 0.0% | |
| ITT | ITT Incequities | $41 | -99.9% | 510 | 0.0% | 0.00% | 0.0% | |
| NDSN | Buy | Nordson Corpequities | $39 | -98.7% | 163 | +1258.3% | 0.00% | – |
| SCHW | Buy | Charles Schwab Corpequities | $40 | -98.0% | 486 | +1520.0% | 0.00% | – |
| ILCB | iShares Morningstar Large-Cap ETFetf | $44 | -99.9% | 840 | 0.0% | 0.00% | -20.0% | |
| FSLR | First Solar Incequities | $37 | -99.9% | 255 | 0.0% | 0.00% | 0.0% | |
| FDX | Sell | FedEx Corpequities | $42 | -99.9% | 240 | -2.0% | 0.00% | 0.0% |
| MSI | Buy | Motorola Solutions Incequities | $37 | -99.9% | 143 | +11.7% | 0.00% | +33.3% |
| SPYV | Sell | SPDR S&P 500 Value ETFetf | $41 | -99.9% | 1,049 | -11.2% | 0.00% | -20.0% |
| IRT | Independence Realtyreit | $44 | -99.9% | 2,635 | 0.0% | 0.00% | -20.0% | |
| MPC | Buy | Marathon Petroleum Corpequities | $39 | -99.9% | 338 | +23.4% | 0.00% | +33.3% |
| Shell Plcequities | $28 | -99.9% | 482 | 0.0% | 0.00% | 0.0% | ||
| SQ | Buy | Square Inc Aequities | $28 | -99.9% | 459 | +13.6% | 0.00% | +50.0% |
| BRO | New | Brown & Brown Incequities | $29 | – | 506 | +100.0% | 0.00% | – |
| CBSH | Buy | Commerce Bancshares Incequities | $30 | -99.2% | 441 | +530.0% | 0.00% | – |
| NVS | Buy | Novartis AG ADRequities | $28 | -99.8% | 303 | +54.6% | 0.00% | +50.0% |
| CTAS | Cintas Corpequities | $34 | -99.9% | 75 | 0.0% | 0.00% | 0.0% | |
| ISCG | iShares Morningstar Small-Cap Growth ETFetf | $25 | -99.9% | 695 | 0.0% | 0.00% | 0.0% | |
| CIBR | First Trust NASDAQ Cybersecurity ETFetf | $26 | -99.9% | 656 | 0.0% | 0.00% | 0.0% | |
| LUV | Southwest Airlines Coequities | $25 | -99.9% | 723 | 0.0% | 0.00% | +50.0% | |
| EEMS | iShares MSCI Emerging Markets Small-Cap ETFetf | $29 | -99.9% | 598 | 0.0% | 0.00% | 0.0% | |
| SUB | Sell | iShares Short-Term National Muni Bond ETFetf | $25 | -100.0% | 236 | -84.7% | 0.00% | -82.4% |
| GGG | Buy | Graco Incequities | $33 | -96.7% | 491 | +2034.8% | 0.00% | – |
| PETV | PetVivo Holdings Incequities | $29 | -99.9% | 14,569 | 0.0% | 0.00% | 0.0% | |
| PRU | Sell | Prudential Financial Incequities | $29 | -100.0% | 303 | -74.5% | 0.00% | -72.7% |
| MRVL | Marvell Technology Group Ltdequities | $31 | -99.9% | 822 | 0.0% | 0.00% | -25.0% | |
| NWSA | Buy | News Corp Aequities | $30 | -99.9% | 1,671 | +0.1% | 0.00% | 0.0% |
| IVZ | Invesco Ltdequities | $31 | -99.9% | 1,700 | 0.0% | 0.00% | 0.0% | |
| GPN | Global Payments Incequities | $28 | -99.9% | 282 | 0.0% | 0.00% | 0.0% | |
| IYT | iShares Transportation Average ETFetf | $32 | -99.9% | 150 | 0.0% | 0.00% | 0.0% | |
| TROW | Buy | T. Rowe Price Group Incequities | $32 | -99.7% | 293 | +173.8% | 0.00% | +200.0% |
| AGG | Sell | iShares Core U.S. Aggregate Bond ETFetf | $25 | -100.0% | 257 | -64.3% | 0.00% | -57.1% |
| PFG | Sell | Principal Financial Group Incequities | $29 | -99.9% | 340 | -1.7% | 0.00% | 0.0% |
| AFL | Buy | Aflac Incequities | $30 | -99.9% | 412 | +3.0% | 0.00% | +50.0% |
| STE | New | STERIS PLCequities | $30 | – | 163 | +100.0% | 0.00% | – |
| XLF | Sell | Sector Spdr Financial Selectetf | $31 | -99.9% | 884 | -28.9% | 0.00% | -25.0% |
| IYR | iShares U.S. Real Estate ETFetf | $25 | -99.9% | 289 | 0.0% | 0.00% | 0.0% | |
| REGL | ProShares S&P MidCap 400 Dividend Aristocrats ETFetf | $32 | -99.9% | 450 | 0.0% | 0.00% | 0.0% | |
| IFF | International Flavors & Fragrances Incequities | $31 | -99.9% | 299 | 0.0% | 0.00% | 0.0% | |
| DTN | WisdomTree US Al Enhanced Val ETFetf | $32 | -99.9% | 349 | 0.0% | 0.00% | 0.0% | |
| AUY | Yamana Gold Incequities | $34 | -99.9% | 6,088 | 0.0% | 0.00% | 0.0% | |
| SOXX | iShares PHLX Semiconductor ETFetf | $26 | -99.9% | 75 | 0.0% | 0.00% | 0.0% | |
| RSG | Buy | Republic Services Inc Class Aequities | $25 | -99.9% | 192 | +2.7% | 0.00% | 0.0% |
| HNDL | Strategy Shares Nasdaq 7 Handl Index ETFetf | $25 | -99.9% | 1,244 | 0.0% | 0.00% | 0.0% | |
| ZBH | Zimmer Biomet Holdings Incequities | $32 | -99.9% | 250 | 0.0% | 0.00% | 0.0% | |
| WAT | Buy | Waters Corpequities | $34 | -99.9% | 101 | +1.0% | 0.00% | 0.0% |
| CUZ | Cousins Pptys Incequities | $27 | -99.9% | 1,057 | 0.0% | 0.00% | 0.0% | |
| OKE | Buy | ONEOK Incequities | $27 | -99.9% | 414 | +0.7% | 0.00% | +50.0% |
| SWK | Sell | Stanley Black & Decker Incequities | $29 | -99.9% | 398 | -44.2% | 0.00% | -50.0% |
| BR | New | Broadridge Financial Solutions Incequities | $31 | – | 229 | +100.0% | 0.00% | – |
| Sell | Jacobs Engineeringequities | $30 | -99.9% | 240 | -25.0% | 0.00% | -25.0% | |
| GSG | iShares S&P Gsci Cmdtyetf | $26 | -99.9% | 1,281 | 0.0% | 0.00% | 0.0% | |
| JBLU | JetBlue Airways Corpequities | $31 | -99.9% | 4,799 | 0.0% | 0.00% | -25.0% | |
| PBD | Buy | PowerShares Global Clean Energy Portfolioetf | $34 | -99.9% | 1,833 | +15.5% | 0.00% | 0.0% |
| WEC | New | WEC Energy Group Incequities | $27 | – | 283 | +100.0% | 0.00% | – |
| EIX | Buy | Edison Internationalequities | $25 | -99.9% | 404 | +1.0% | 0.00% | 0.0% |
| AMP | Ameriprise Financial Incequities | $27 | -99.9% | 86 | 0.0% | 0.00% | +50.0% | |
| NUVA | New | NuVasive Incequities | $30 | – | 739 | +100.0% | 0.00% | – |
| K | Buy | Kellogg Coequities | $30 | -99.9% | 437 | +5.0% | 0.00% | 0.0% |
| DGX | Buy | Quest Diagnostics Incequities | $30 | -99.9% | 188 | +2.7% | 0.00% | +50.0% |
| CSQ | Calamos Strategic Total Return Fundetf | $32 | -99.9% | 2,400 | 0.0% | 0.00% | 0.0% | |
| CNP | Buy | CenterPoint Energy Incequities | $20 | -99.9% | 680 | +0.9% | 0.00% | 0.0% |
| HLT | Hilton Worldwide Holdings Incequities | $15 | -99.9% | 115 | 0.0% | 0.00% | 0.0% | |
| HDB | HDFC Bank Ltd ADRequities | $20 | -99.9% | 294 | 0.0% | 0.00% | 0.0% | |
| BABA | Alibaba Group Holding Ltd ADRequities | $21 | -99.9% | 227 | 0.0% | 0.00% | 0.0% | |
| IAA | New | IAA Incequities | $19 | – | 475 | +100.0% | 0.00% | – |
| ILMN | Illumina Incequities | $16 | -99.9% | 77 | 0.0% | 0.00% | 0.0% | |
| INGR | Ingredion Incequities | $20 | -99.9% | 200 | 0.0% | 0.00% | 0.0% | |
| BWA | BorgWarner Incequities | $20 | -99.9% | 505 | 0.0% | 0.00% | 0.0% | |
| BOUT | Innovator IBD Breakout Opportunities ETFetf | $17 | -99.9% | 577 | 0.0% | 0.00% | 0.0% | |
| IART | New | Integra Lifesciences Holdings Corpequities | $23 | – | 406 | +100.0% | 0.00% | – |
| BNS | Sell | Bank of Nova Scotiaequities | $16 | -100.0% | 331 | -49.9% | 0.00% | -50.0% |
| TAN | Guggenheim Solar ETFetf | $17 | -99.9% | 243 | 0.0% | 0.00% | 0.0% | |
| IT | Gartner Inc Aequities | $19 | -99.9% | 55 | 0.0% | 0.00% | 0.0% | |
| BLL | Sell | Ball Corpequities | $20 | -99.9% | 400 | -1.2% | 0.00% | 0.0% |
| DEED | First Trust TCW Securitized Plus ETFetf | $20 | -99.9% | 944 | 0.0% | 0.00% | 0.0% | |
| FTXH | First Trust Nasdaq Pharmaceuticals ETFetf | $16 | -99.9% | 593 | 0.0% | 0.00% | 0.0% | |
| HYLS | First Trust Tactical High Yield ETFetf | $15 | -99.9% | 391 | 0.0% | 0.00% | 0.0% | |
| AB | Alliancebernstein Hl Lpequities | $24 | -99.9% | 700 | 0.0% | 0.00% | -33.3% | |
| ALL | Buy | Allstate Corpequities | $23 | -99.9% | 174 | +1.8% | 0.00% | 0.0% |
| BJ | BJ's Wholesale Club Holdings Incequities | $19 | -99.9% | 280 | 0.0% | 0.00% | 0.0% | |
| FXL | First Trust Technology AlphaDEX Fundetf | $18 | -99.9% | 197 | 0.0% | 0.00% | 0.0% | |
| FXH | First Trust Health Care AlphaDEX Fundetf | $19 | -99.9% | 176 | 0.0% | 0.00% | 0.0% | |
| FRC | Sell | First Republic Bankequities | $21 | -99.9% | 180 | -25.0% | 0.00% | -50.0% |
| ARKK | Sell | ARK Innovation ETFetf | $16 | -99.9% | 518 | -1.3% | 0.00% | 0.0% |
| NXPI | Buy | NXP Semiconductors NVequities | $22 | -97.8% | 138 | +1625.0% | 0.00% | – |
| FSK | FS KKR Capital Corpequities | $20 | -99.9% | 1,116 | 0.0% | 0.00% | 0.0% | |
| IYH | iShares U.S. Healthcare ETFetf | $19 | -99.9% | 66 | 0.0% | 0.00% | 0.0% | |
| STX | Buy | Seagate Technology PLCequities | $17 | -99.8% | 313 | +66.5% | 0.00% | +100.0% |
| DBLV | AdvisorShares DoubleLine Value Eqy ETFetf | $18 | -99.9% | 212 | 0.0% | 0.00% | 0.0% | |
| EXPD | New | Expeditors International of Washington Incequities | $15 | – | 150 | +100.0% | 0.00% | – |
| ISCB | New | iShares Morningstar Small-Cap ETFetf | $17 | – | 372 | +100.0% | 0.00% | – |
| CCEP | Coca-Cola European Partners PLCequities | $19 | -99.9% | 343 | 0.0% | 0.00% | 0.0% | |
| ANET | Sell | Arista Networks Incequities | $21 | -99.9% | 176 | -2.2% | 0.00% | 0.0% |
| ADM | Buy | Archer-Daniels Midland Coequities | $20 | -99.9% | 208 | +1.0% | 0.00% | 0.0% |
| MTUM | New | iShares Edge MSCI USA Momentum Factor ETFetf | $16 | – | 111 | +100.0% | 0.00% | – |
| DLS | Buy | WisdomTree International SmallCap Dividend Fundetf | $16 | -99.9% | 267 | +8.1% | 0.00% | +100.0% |
| WHR | Buy | Whirlpool Corpequities | $15 | -99.9% | 110 | +41.0% | 0.00% | +100.0% |
| WY | Weyerhaeuser Coequities | $16 | -99.9% | 511 | 0.0% | 0.00% | 0.0% | |
| ENB | Buy | Enbridge Incequities | $24 | -99.9% | 576 | +24.9% | 0.00% | 0.0% |
| IFRA | New | iShares US Infrastructure ETFetf | $15 | – | 400 | +100.0% | 0.00% | – |
| Sell | Warner Brothers Discoverequities | $21 | -100.0% | 2,508 | -40.0% | 0.00% | -60.0% | |
| Apollo Global Management Inc Class Aequities | $24 | -99.9% | 384 | 0.0% | 0.00% | 0.0% | ||
| MO | Buy | Altria Group Incequities | $23 | -99.9% | 494 | +4.9% | 0.00% | 0.0% |
| ECL | Buy | Ecolab Incequities | $16 | -99.9% | 111 | +1.8% | 0.00% | 0.0% |
| KEYS | Keysight Technologies Incequities | $23 | -99.9% | 132 | 0.0% | 0.00% | 0.0% | |
| KGC | Kinross Gold Corpequities | $15 | -99.9% | 3,600 | 0.0% | 0.00% | 0.0% | |
| AINV | Buy | Apollo Investment Corpequities | $16 | -99.5% | 1,408 | +345.6% | 0.00% | – |
| DWX | Sell | SPDR S&P International Dividend ETFetf | $18 | -99.9% | 555 | -0.2% | 0.00% | 0.0% |
| CAH | Buy | Cardinal Health Incequities | $22 | -99.9% | 289 | +3.6% | 0.00% | 0.0% |
| VTWV | Vanguard Russell 2000 Value Index Fund ETF Sharesetf | $21 | -99.9% | 174 | 0.0% | 0.00% | 0.0% | |
| MTB | Buy | M&T Bank Corpequities | $21 | -99.6% | 148 | +377.4% | 0.00% | +100.0% |
| VCSH | Vanguard Short-Term Corporate Bond Index Fund ETF Sharesetf | $23 | -99.9% | 300 | 0.0% | 0.00% | 0.0% | |
| MFC | Manulife Financial Corpequities | $20 | -99.9% | 1,112 | 0.0% | 0.00% | 0.0% | |
| MKL | Markel Corpequities | $15 | -99.9% | 11 | 0.0% | 0.00% | +100.0% | |
| MMC | Buy | Marsh & McLennan Companies Incequities | $15 | -99.9% | 88 | +6.0% | 0.00% | +100.0% |
| BIV | Sell | Vanguard Intermediate-Term Bond Index Fund ETF Sharesetf | $20 | -100.0% | 258 | -73.0% | 0.00% | -75.0% |
| MODV | ModivCare Incequities | $21 | -99.9% | 236 | 0.0% | 0.00% | -33.3% | |
| CRL | New | Charles River Laboratories International Incequities | $19 | – | 88 | +100.0% | 0.00% | – |
| ULH | Universal Logistics Holdings Incequities | $24 | -99.9% | 705 | 0.0% | 0.00% | 0.0% | |
| DCI | New | Donaldson Co Incequities | $22 | – | 377 | +100.0% | 0.00% | – |
| CHWY | Chewy Incequities | $23 | -99.9% | 614 | 0.0% | 0.00% | 0.0% | |
| Buy | Annaly Capital Management Inc Commlp | $17 | -99.8% | 794 | +21.2% | 0.00% | +100.0% | |
| URI | New | United Rentals Incequities | $18 | – | 50 | +100.0% | 0.00% | – |
| UL | Unilever PLC ADRequities | $18 | -99.9% | 367 | 0.0% | 0.00% | 0.0% | |
| UGI | UGI Corpequities | $24 | -99.9% | 642 | 0.0% | 0.00% | 0.0% | |
| NJR | Buy | New Jersey Resources Corpequities | $24 | -99.4% | 492 | +310.0% | 0.00% | – |
| CINF | Buy | Cincinnati Financial Corpequities | $15 | -99.8% | 150 | +31.6% | 0.00% | +100.0% |
| NTRS | New | Northern Trust Corpequities | $17 | – | 195 | +100.0% | 0.00% | – |
| TPHD | Timothy Plan High Dividend Stock ETFetf | $19 | -99.9% | 618 | 0.0% | 0.00% | 0.0% | |
| GNR | SPDR S&P Global Natural Resources ETFetf | $16 | -99.9% | 284 | 0.0% | 0.00% | 0.0% | |
| CLX | Buy | Clorox Coequities | $19 | – | 138 | +6800.0% | 0.00% | – |
| ORI | Buy | Old Republic International Corpequities | $19 | -99.9% | 822 | +13.7% | 0.00% | 0.0% |
| TSM | Buy | Taiwan Semiconductor Manufacturing Co Ltd ADRequities | $18 | -99.9% | 241 | +22.3% | 0.00% | +100.0% |
| SPWR | SunPower Corpequities | $18 | -99.9% | 1,000 | 0.0% | 0.00% | -33.3% | |
| PPG | New | PPG Industries Incequities | $21 | – | 168 | +100.0% | 0.00% | – |
| PTMC | New | Pacer Trendpilot 450 ETFetf | $17 | – | 536 | +100.0% | 0.00% | – |
| PHYS | Sell | Sprott Physical Gold Trustetf | $20 | -100.0% | 1,440 | -57.2% | 0.00% | -60.0% |
| PII | New | Polaris Industries Incequities | $19 | – | 191 | +100.0% | 0.00% | – |
| PLD | Buy | Prologis Incequities | $18 | -99.9% | 155 | +1.3% | 0.00% | 0.0% |
| XLP | Consumer Staples Select Sector SPDR Fundetf | $21 | -99.9% | 279 | 0.0% | 0.00% | 0.0% | |
| SCHH | Schwab U.S. REIT ETFetf | $23 | -99.9% | 1,205 | 0.0% | 0.00% | -33.3% | |
| IPO | New | Renaissance IPO ETFetf | $15 | – | 607 | +100.0% | 0.00% | – |
| CFR | New | Cullen/Frost Bankers Incequities | $22 | – | 166 | +100.0% | 0.00% | – |
| SEIC | Buy | SEI Investments Coequities | $23 | -99.2% | 383 | +507.9% | 0.00% | – |
| DTM | Buy | DT Midstream Incequities | $19 | -99.9% | 342 | +0.3% | 0.00% | 0.0% |
| SMLV | SPDR Russell 2000 Low Volatility ETFetf | $15 | -99.9% | 135 | 0.0% | 0.00% | +100.0% | |
| HAL | Buy | Halliburton Coequities | $20 | -99.8% | 514 | +6.2% | 0.00% | +100.0% |
| Strive U S Energy Etfetf | $10 | -99.9% | 356 | 0.0% | 0.00% | 0.0% | ||
| INMB | INmune Bio Incequities | $5 | -99.9% | 814 | 0.0% | 0.00% | 0.0% | |
| FIVG | Defiance 5G Next Gen Connectivity ETFetf | $11 | -99.9% | 364 | 0.0% | 0.00% | 0.0% | |
| CSL | Carlisle Companies Incequities | $8 | -99.9% | 32 | 0.0% | 0.00% | 0.0% | |
| VONG | Buy | Vanguard Russell 1000 Growth Index Fund ETF Sharesetf | $7 | -99.9% | 125 | +0.8% | 0.00% | 0.0% |
| LNC | Sell | Lincoln National Corpequities | $14 | -99.9% | 443 | -5.9% | 0.00% | -50.0% |
| ACES | ALPS Clean Energy ETFetf | $11 | -99.9% | 250 | 0.0% | 0.00% | -50.0% | |
| FRDM | Freedom 100 Emerging Markets ETFetf | $14 | -99.9% | 507 | 0.0% | 0.00% | 0.0% | |
| LULU | Lululemon Athletica Incequities | $5 | -99.9% | 15 | 0.0% | 0.00% | – | |
| CCL | Carnival Corpequities | $14 | -99.9% | 1,639 | 0.0% | 0.00% | 0.0% | |
| LOUP | Innovator Loup Frontier Tech ETFetf | $13 | -99.9% | 436 | 0.0% | 0.00% | 0.0% | |
| ALK | New | Alaska Air Group Incequities | $5 | – | 130 | +100.0% | 0.00% | – |
| NUSI | Nationwide Risk-Managed Income ETFetf | $6 | -99.9% | 300 | 0.0% | 0.00% | 0.0% | |
| MMP | Magellan Midstream Ptnrsmlp | $8 | -99.9% | 160 | 0.0% | 0.00% | 0.0% | |
| PRTA | Prothena Corp PLCequities | $11 | -99.9% | 184 | 0.0% | 0.00% | 0.0% | |
| ING | Buy | ING Groep NV ADRequities | $10 | -99.0% | 840 | +715.5% | 0.00% | – |
| TRTN | New | Triton International Ltd Ordinary Sharesequities | $5 | – | 79 | +100.0% | 0.00% | – |
| CSGP | CoStar Group Incequities | $7 | -99.9% | 90 | 0.0% | 0.00% | 0.0% | |
| WOMN | Buy | Impact Shares YWCA Women's Empowerment ETFetf | $9 | -99.9% | 325 | +0.3% | 0.00% | 0.0% |
| CE | Buy | Celanese Corpequities | $8 | -99.9% | 81 | +1.2% | 0.00% | 0.0% |
| PRGO | Perrigo Co PLCequities | $5 | -99.9% | 158 | 0.0% | 0.00% | 0.0% | |
| New | Avantis U S Large Capetf | $9 | – | 180 | +100.0% | 0.00% | – | |
| UBS | UBS Group AGequities | $5 | -99.9% | 289 | 0.0% | 0.00% | – | |
| CX | New | Cemex SAB de CV ADRequities | $5 | – | 1,123 | +100.0% | 0.00% | – |
| MTCH | Buy | Match Group Incequities | $9 | -99.9% | 202 | +1.5% | 0.00% | 0.0% |
| BNDX | Sell | Vanguard Total International Bond Index Fund ETF Sharesetf | $13 | -100.0% | 289 | -79.9% | 0.00% | -85.7% |
| VIGI | Buy | Vanguard International Dividend Appreciation Index Fund ETF Sharesetf | $14 | -99.9% | 203 | +0.5% | 0.00% | 0.0% |
| TEL | Sell | TE Connectivity Ltdequities | $5 | -99.9% | 50 | -19.4% | 0.00% | 0.0% |
| Buy | Bath & Body Works Incequities | $6 | -99.8% | 148 | +39.6% | 0.00% | – | |
| HSY | Buy | The Hershey Coequities | $6 | -99.9% | 26 | +18.2% | 0.00% | 0.0% |
| ADSK | Autodesk Incequities | $7 | -99.9% | 37 | 0.0% | 0.00% | 0.0% | |
| MCY | Mercury General Corpequities | $11 | -99.9% | 320 | 0.0% | 0.00% | 0.0% | |
| WIX | Sell | Wix.com Ltdequities | $8 | -100.0% | 106 | -48.5% | 0.00% | -50.0% |
| XME | Sell | SPDR S&P Metals and Mining ETFetf | $6 | -99.9% | 112 | -25.8% | 0.00% | 0.0% |
| CRNC | Cerence Inc Ordinary Sharesequities | $10 | -99.9% | 521 | 0.0% | 0.00% | 0.0% | |
| IBB | iShares Nasdaq Biotechnology ETFetf | $13 | -99.9% | 100 | 0.0% | 0.00% | 0.0% | |
| IGM | iShares North American Tech ETFetf | $11 | -99.9% | 39 | 0.0% | 0.00% | 0.0% | |
| MAA | Sell | Mid America Apartment Coreit | $6 | -99.9% | 37 | -5.1% | 0.00% | 0.0% |
| STLA | New | Stellantis NVequities | $6 | – | 438 | +100.0% | 0.00% | – |
| BAX | Baxter International Incequities | $13 | -99.9% | 267 | 0.0% | 0.00% | 0.0% | |
| HBAN | Buy | Huntington Bancshares Incequities | $8 | -99.9% | 599 | +13.0% | 0.00% | 0.0% |
| DOV | Sell | Dover Corpequities | $5 | -99.9% | 35 | -7.9% | 0.00% | – |
| JBHT | Buy | JB Hunt Transport Services Incequities | $6 | -99.9% | 34 | +9.7% | 0.00% | 0.0% |
| MCO | Moody's Corporationequities | $13 | -99.9% | 47 | 0.0% | 0.00% | 0.0% | |
| OLED | Universal Display Corpequities | $5 | -99.9% | 50 | 0.0% | 0.00% | 0.0% | |
| CC | Sell | The Chemours Coequities | $5 | -99.9% | 167 | -5.6% | 0.00% | – |
| AFIN | American Finance Trust Incequities | $5 | -99.9% | 860 | 0.0% | 0.00% | 0.0% | |
| RCL | Sell | Royal Caribbean Cruises Ltdequities | $6 | -99.8% | 107 | -2.7% | 0.00% | – |
| GPMT | New | Granite Point Mortgage Trust Incequities | $9 | – | 1,637 | +100.0% | 0.00% | – |
| RGA | New | Reinsurance Group of America Incequities | $7 | – | 47 | +100.0% | 0.00% | – |
| CBRL | Buy | Cracker Barrel Old Country Store Incequities | $5 | -99.8% | 58 | +132.0% | 0.00% | – |
| Federal Realty Investment Trustequities | $10 | -99.9% | 92 | 0.0% | 0.00% | 0.0% | ||
| NGG | National Grid PLC ADRequities | $9 | -99.9% | 151 | 0.0% | 0.00% | 0.0% | |
| ABNB | Airbnb Inc Ordinary Shares - Class Aequities | $7 | -99.9% | 81 | 0.0% | 0.00% | 0.0% | |
| NTAP | NetApp Incequities | $7 | -99.9% | 110 | 0.0% | 0.00% | 0.0% | |
| FAF | First American Financial Corpequities | $9 | -99.9% | 170 | 0.0% | 0.00% | 0.0% | |
| BEAM | Beam Therapeutics Incequities | $11 | -99.9% | 268 | 0.0% | 0.00% | 0.0% | |
| GEF | Greif Inc Class Aequities | $9 | -99.9% | 138 | 0.0% | 0.00% | 0.0% | |
| TSN | New | Tyson Foods Inc Class Aequities | $5 | – | 88 | +100.0% | 0.00% | – |
| BCE | BCE Incequities | $11 | -99.9% | 245 | 0.0% | 0.00% | 0.0% | |
| BKF | iShares MSCI BRIC ETFetf | $8 | -99.9% | 246 | 0.0% | 0.00% | 0.0% | |
| TRMK | Trustmark Corpequities | $11 | -99.9% | 312 | 0.0% | 0.00% | 0.0% | |
| AIG | Buy | American International Group Incequities | $12 | -99.8% | 196 | +83.2% | 0.00% | 0.0% |
| QQQE | Direxion NASDAQ-100 Equal Weighted Index Sharesetf | $5 | -99.9% | 73 | 0.0% | 0.00% | – | |
| SKYY | First Trust ISE Cloud Computing Index Fundetf | $5 | -99.9% | 81 | 0.0% | 0.00% | 0.0% | |
| BATT | Amplify Lithium & Battery Technology ETFetf | $13 | -99.9% | 1,096 | 0.0% | 0.00% | -50.0% | |
| TD | The Toronto-Dominion Bankequities | $6 | -99.9% | 85 | 0.0% | 0.00% | 0.0% | |
| BKE | New | Buckle Incequities | $5 | – | 106 | +100.0% | 0.00% | – |
| Sell | Rivian Automotive Inc Class Aequities | $5 | -99.9% | 297 | -4.8% | 0.00% | 0.0% | |
| TPLC | Timothy Plan US Large/Mid Cap Core ETFetf | $12 | -99.9% | 365 | 0.0% | 0.00% | 0.0% | |
| IQV | Sell | IQVIA Holdings Incequities | $13 | -99.9% | 64 | -5.9% | 0.00% | 0.0% |
| TPSC | Timothy Plan US Small Cap Core ETFetf | $9 | -99.9% | 297 | 0.0% | 0.00% | 0.0% | |
| TPIF | Timothy Plan International ETFetf | $9 | -99.9% | 400 | 0.0% | 0.00% | 0.0% | |
| CRWD | Buy | CrowdStrike Holdings Inc Class Aequities | $12 | -99.9% | 113 | +91.5% | 0.00% | 0.0% |
| FAN | First Trust ISE Global Wind Energy Index Fundetf | $14 | -99.9% | 821 | 0.0% | 0.00% | 0.0% | |
| TRI | Thomson Reuters Corpequities | $12 | -99.9% | 108 | 0.0% | 0.00% | 0.0% | |
| ROBT | First Trust Nasdaq Artificial Intelligence and Robotics ETFetf | $13 | -99.9% | 372 | 0.0% | 0.00% | 0.0% | |
| ARKG | ARK Genomic Revolution Multi-Sector ETFetf | $5 | -99.9% | 174 | 0.0% | 0.00% | 0.0% | |
| BSJQ | New | Invesco BulletShares 2026 High Yield Corporate Bond ETFetf | $10 | – | 406 | +100.0% | 0.00% | – |
| BLOK | Amplify Transformational Data Sharing ETFetf | $9 | -99.9% | 621 | 0.0% | 0.00% | 0.0% | |
| OMFL | New | Invesco Russell 1000 Dynamic Mltfct ETFetf | $6 | – | 142 | +100.0% | 0.00% | – |
| CFG | Sell | Citizens Financial Group Incequities | $13 | -99.9% | 317 | -1.6% | 0.00% | 0.0% |
| CCI | Buy | Crown Castle International Corpequities | $11 | -99.9% | 80 | +6.7% | 0.00% | 0.0% |
| CRY | New | Artivion Incequities | $5 | – | 400 | +100.0% | 0.00% | – |
| New | Dimensional US Real Estate ETFetf | $11 | – | 506 | +100.0% | 0.00% | – | |
| EWX | Buy | SPDR S&P Emerging Markets Small Cap ETFetf | $13 | -99.9% | 265 | +19.4% | 0.00% | 0.0% |
| CTSH | Cognizant Technology Solutions Corp Aequities | $5 | -99.9% | 92 | 0.0% | 0.00% | 0.0% | |
| OHI | Omega Hlthcare Invtsreit | $5 | -99.9% | 176 | 0.0% | 0.00% | 0.0% | |
| FISV | Sell | Fiserv Incequities | $6 | -99.9% | 86 | -40.7% | 0.00% | 0.0% |
| OGS | ONE Gas Incequities | $8 | -99.9% | 100 | 0.0% | 0.00% | 0.0% | |
| FE | Buy | FirstEnergy Corpequities | $7 | -99.9% | 164 | +4.5% | 0.00% | 0.0% |
| BMRN | Biomarin Pharmaceutical Incequities | $6 | -99.9% | 54 | 0.0% | 0.00% | 0.0% | |
| SNPS | Sell | Synopsys Incequities | $5 | -99.9% | 16 | -11.1% | 0.00% | 0.0% |
| ORAN | New | Orange SA ADRequities | $7 | – | 702 | +100.0% | 0.00% | – |
| OGN | Sell | Organon & Coequities | $14 | -99.9% | 846 | -0.7% | 0.00% | 0.0% |
| HCA | Buy | HCA Holdings Incequities | $6 | -99.7% | 26 | +188.9% | 0.00% | – |
| FBHS | Buy | Fortune Brands Innovations Incequities | $11 | -99.9% | 208 | +4.0% | 0.00% | 0.0% |
| BLDP | Ballard Power Systems Incequities | $5 | -99.9% | 1,000 | 0.0% | 0.00% | 0.0% | |
| GCV | Gabelli Convertble & Incequities | $6 | -99.9% | 1,224 | 0.0% | 0.00% | 0.0% | |
| New | BulletShares Municipal Bond ETF 12/15/2031etf | $14 | – | 664 | +100.0% | 0.00% | – | |
| WRB | WR Berkley Corpequities | $10 | -99.9% | 133 | 0.0% | 0.00% | 0.0% | |
| BTI | Buy | British American Tobacco PLC ADRequities | $13 | -99.8% | 315 | +57.5% | 0.00% | 0.0% |
| PCAR | Buy | PACCAR Incequities | $14 | -99.9% | 258 | +8.4% | 0.00% | 0.0% |
| HXL | Hexcel Corpequities | $7 | -99.9% | 125 | 0.0% | 0.00% | 0.0% | |
| SLY | SPDR S&P 600 Small Cap ETFetf | $8 | -99.9% | 93 | 0.0% | 0.00% | 0.0% | |
| SBRA | New | Sabra Health Care REIT Incequities | $6 | – | 499 | +100.0% | 0.00% | – |
| BK | Bank of New York Mellon Corpequities | $10 | -99.9% | 224 | 0.0% | 0.00% | 0.0% | |
| GEL | Genesis Energy LPequities | $5 | -99.9% | 500 | 0.0% | 0.00% | 0.0% | |
| XMVM | New | Invesco S&P MidCap Value with Momt ETFetf | $6 | – | 143 | +100.0% | 0.00% | – |
| ERTH | PowerShares Cleantech Portfolioetf | $8 | -99.9% | 168 | 0.0% | 0.00% | 0.0% | |
| SONY | Sell | Sony Group Corpequities | $5 | -99.9% | 65 | -11.0% | 0.00% | 0.0% |
| DEO | Diageo PLC ADRequities | $5 | -99.9% | 28 | 0.0% | 0.00% | 0.0% | |
| ELP | Energy Company of Parana ADRequities | $7 | -99.9% | 922 | 0.0% | 0.00% | 0.0% | |
| ADPT | Adaptive Biotechnologies Corpequities | $9 | -99.9% | 1,231 | 0.0% | 0.00% | 0.0% | |
| CMP | New | Compass Minerals International Incequities | $5 | – | 116 | +100.0% | 0.00% | – |
| RHS | Invesco S&P 500 Equal Weight Consumer Staples ETFetf | $13 | -99.9% | 77 | 0.0% | 0.00% | 0.0% | |
| GPC | Buy | Genuine Parts Coequities | $8 | -99.9% | 46 | +21.1% | 0.00% | 0.0% |
| GlaxoSmithKline PLC ADRequities | $10 | -99.9% | 284 | 0.0% | 0.00% | 0.0% | ||
| SKYW | SkyWest Incequities | $5 | -99.9% | 329 | 0.0% | 0.00% | 0.0% | |
| PPC | Pilgrims Pride Corpequities | $12 | -99.9% | 500 | 0.0% | 0.00% | 0.0% | |
| BLCN | Buy | Siren Nasdaq NexGen Economy ETFetf | $5 | -99.9% | 235 | +0.4% | 0.00% | 0.0% |
| VVR | New | Invesco Senior Income Trustetf | $6 | – | 1,578 | +100.0% | 0.00% | – |
| CAG | Buy | ConAgra Foods Incequities | $12 | -99.9% | 312 | +4.0% | 0.00% | 0.0% |
| SPG | Buy | Simon Ppty Groupequities | $7 | -99.3% | 59 | +883.3% | 0.00% | – |
| PXD | Buy | Pioneer Natural Resources Coequities | $6 | -99.8% | 24 | +60.0% | 0.00% | – |
| SVM | SVM UK Emerging Fund Plcetf | $12 | -99.9% | 4,043 | 0.0% | 0.00% | 0.0% | |
| PLAT | Buy | WisdomTree Modern Tech Platforms Fundetf | $11 | -99.9% | 432 | +0.2% | 0.00% | 0.0% |
| WCLD | WisdomTree Cloud Computing Fundetf | $10 | -99.9% | 399 | 0.0% | 0.00% | 0.0% | |
| ETR | Buy | Entergy Corpequities | $9 | -99.9% | 83 | +3.8% | 0.00% | 0.0% |
| NPO | EnPro Industries Incequities | $5 | -99.9% | 50 | 0.0% | 0.00% | – | |
| DDOG | Datadog Inc Class Aequities | $5 | -99.9% | 67 | 0.0% | 0.00% | 0.0% | |
| WDAY | Workday Inc Class Aequities | $13 | -99.9% | 80 | 0.0% | 0.00% | 0.0% | |
| SMMV | New | iShares Edge MSCI Min Vol USA Small-Cap ETFetf | $14 | – | 406 | +100.0% | 0.00% | – |
| DLN | WisdomTree LargeCap Dividend Fundetf | $5 | -99.9% | 82 | 0.0% | 0.00% | – | |
| YUMC | Yum China Holdings Incequities | $6 | -99.9% | 113 | 0.0% | 0.00% | 0.0% | |
| DAL | Buy | Delta Air Lines Incequities | $8 | -99.9% | 216 | +8.0% | 0.00% | 0.0% |
| InvenTrust Properties Corp.reit | $6 | -99.9% | 262 | 0.0% | 0.00% | 0.0% | ||
| ENPH | Buy | Enphase Energy Incequities | $10 | -99.9% | 39 | +2.6% | 0.00% | 0.0% |
| ISRG | Buy | Intuitive Surgical Incequities | $7 | -99.8% | 23 | +9.5% | 0.00% | – |
| AGCO | New | AGCO Corpequities | $9 | – | 62 | +100.0% | 0.00% | – |
| ARMK | Aramarkequities | $6 | -99.8% | 139 | 0.0% | 0.00% | – | |
| WES | Western Midstream Partners LPequities | $5 | -99.9% | 200 | 0.0% | 0.00% | 0.0% | |
| EMD | Buy | Western Asset Emerging Markets Debt Fund Incetf | $9 | -99.7% | 927 | +126.7% | 0.00% | – |
| WELL | Buy | Welltower Inc Comreit | $13 | -99.9% | 201 | +1.5% | 0.00% | 0.0% |
| ZIOP | ALAUNOS THERAPEUTICS INC COMequities | $6 | -100.0% | 8,266 | 0.0% | 0.00% | -50.0% | |
| PDBC | PowerShares DB Optimum Yield Diversified Commodity Strategy Portfolioetf | $12 | -99.9% | 870 | 0.0% | 0.00% | 0.0% | |
| XLRE | Sell | The Real Estate Select Sector SPDR Fundetf | $7 | -99.9% | 198 | -20.2% | 0.00% | 0.0% |
| IPG | Sell | The Interpublic Group of Companies Incequities | $5 | -99.9% | 147 | -24.2% | 0.00% | – |
| JEPI | JPMorgan Equity Premium Income ETFetf | $11 | -99.9% | 200 | 0.0% | 0.00% | 0.0% | |
| EA | Buy | Electronic Arts Incequities | $8 | -99.8% | 63 | +40.0% | 0.00% | 0.0% |
| FLOT | Sell | iShares Floating Rate Bond ETFetf | $14 | -100.0% | 281 | -59.3% | 0.00% | -75.0% |
| JD | Sell | JD.com Inc ADRequities | $7 | -99.9% | 122 | -3.2% | 0.00% | 0.0% |
| SLV | iShares Silver Trustetf | $11 | -99.9% | 514 | 0.0% | 0.00% | 0.0% | |
| ARCC | New | Ares Capital Corpequities | $6 | – | 348 | +100.0% | 0.00% | – |
| XITK | SPDR FactSet Innovative Technology ETFetf | $6 | -99.9% | 62 | 0.0% | 0.00% | 0.0% | |
| KLAC | Buy | KLA-Tencor Corpequities | $6 | -99.7% | 15 | +87.5% | 0.00% | – |
| KNDI | Kandi Technologies Group Incequities | $5 | -99.9% | 2,000 | 0.0% | 0.00% | – | |
| ACGL | Arch Capital Group Ltdequities | $9 | -99.9% | 151 | 0.0% | 0.00% | 0.0% | |
| HAS | Sell | Hasbro Incequities | $7 | -99.9% | 121 | -17.7% | 0.00% | 0.0% |
| BSX | Boston Scientific Corpequities | $12 | -99.9% | 263 | 0.0% | 0.00% | 0.0% | |
| KEY | Buy | KeyCorpequities | $5 | -99.9% | 297 | +11.7% | 0.00% | – |
| XLY | Sell | Consumer Discretionary Select Sector SPDR Fundetf | $5 | -100.0% | 46 | -91.1% | 0.00% | -87.5% |
| EVV | New | Eaton Vance Limited Duration Income Fundetf | $5 | – | 578 | +100.0% | 0.00% | – |
| VOD | Vodafone Group PLC ADRequities | $6 | -99.9% | 634 | 0.0% | 0.00% | 0.0% | |
| DSI | iShares MSCI KLD 400 Social ETFetf | $7 | -99.9% | 94 | 0.0% | 0.00% | 0.0% | |
| TQQQ | ProShares UltraPro QQQetf | $13 | -99.9% | 774 | 0.0% | 0.00% | -50.0% | |
| CDNS | Cadence Design Systems Incequities | $5 | -99.9% | 30 | 0.0% | 0.00% | 0.0% | |
| KHC | Buy | The Kraft Heinz Coequities | $8 | -99.9% | 185 | +10.8% | 0.00% | 0.0% |
| New | Globalfoundries Incequities | $6 | – | 112 | +100.0% | 0.00% | – | |
| Sell | Kyndryl Holdings Inc Ordinary Sharesequities | $6 | -99.8% | 820 | -1.6% | 0.00% | – | |
| CME | Buy | CME Group Inc Class Aequities | $7 | -99.9% | 39 | +18.2% | 0.00% | 0.0% |
| AES | Buy | The AES Corpequities | $13 | -99.9% | 461 | +1.1% | 0.00% | 0.0% |
| VTRS | Buy | Viatris Incequities | $13 | -99.8% | 1,773 | +3.3% | 0.00% | 0.0% |
| CM | Sell | Canadian Imperial Bank of Commerceequities | $12 | -99.9% | 294 | -2.0% | 0.00% | 0.0% |
| LRCX | Sell | Lam Research Corpequities | $12 | -99.9% | 30 | -6.2% | 0.00% | 0.0% |
| SBIO | ALPS Medical Breakthroughs ETFetf | $5 | -99.9% | 167 | 0.0% | 0.00% | 0.0% | |
| MSOS | AdvisorShares Pure US Cannabis ETFetf | $7 | -99.9% | 911 | 0.0% | 0.00% | 0.0% | |
| New | Elkhorn S&P High Quality Preferred ETFetf | $7 | – | 369 | +100.0% | 0.00% | – | |
| AXNX | Exit | Axonics Incequities | $0 | – | -3 | -100.0% | 0.00% | – |
| AGNC | Buy | American Cap Agy Corp Comreit | $4 | – | 403 | +40200.0% | 0.00% | – |
| AMC | AMC Entertainment Holdings Inc Class Aequities | $0 | – | 10 | 0.0% | 0.00% | – | |
| ARKW | ARK Web x.0 ETFetf | $3 | -99.9% | 76 | 0.0% | 0.00% | – | |
| ARKF | Sell | ARK Fintech Innovation ETFetf | $0 | – | 7 | -30.0% | 0.00% | – |
| AYI | Acuity Brands Incequities | $2 | -99.9% | 17 | 0.0% | 0.00% | – | |
| AAP | New | Advance Auto Parts Incequities | $0 | – | 1 | +100.0% | 0.00% | – |
| AVK | Advent Claymore Convertible Securities & Income Fundetf | $0 | – | 26 | 0.0% | 0.00% | – | |
| YOLO | AdvisorShares Pure Cannabis ETFetf | $0 | – | 105 | 0.0% | 0.00% | – | |
| AJRD | Aerojet Rocketdyne Holdings Incequities | $2 | -99.8% | 34 | 0.0% | 0.00% | – | |
| AMG | Sell | Affiliated Managers Group Incequities | $4 | -99.9% | 23 | -25.8% | 0.00% | – |
| AEM | Agnico Eagle Mines Ltdequities | $4 | -99.9% | 79 | 0.0% | 0.00% | – | |
| ACI | New | Astaldi SpAequities | $1 | – | 46 | +100.0% | 0.00% | – |
| ALGN | Align Technology Incequities | $3 | -99.8% | 12 | 0.0% | 0.00% | – | |
| Buy | Allbirds Inc Class Aequities | $3 | – | 1,168 | +2236.0% | 0.00% | – | |
| ADS | Bread Financial Holdings Incequities | $0 | – | 2 | 0.0% | 0.00% | – | |
| LNT | New | Alliant Energy Corpequities | $0 | – | 6 | +100.0% | 0.00% | – |
| ALNY | New | Alnylam Pharmaceuticals Incequities | $0 | – | 1 | +100.0% | 0.00% | – |
| AAL | New | American Airlines Group Incequities | $0 | – | 31 | +100.0% | 0.00% | – |
| AME | New | AMETEK Incequities | $1 | – | 4 | +100.0% | 0.00% | – |
| DIVO | New | Amplify CWP Enhanced Dividend Income ETFetf | $0 | – | 6 | +100.0% | 0.00% | – |
| APA | Sell | Apache Corpequities | $0 | – | 8 | -42.9% | 0.00% | – |
| ATR | Sell | AptarGroup Incequities | $3 | -100.0% | 27 | -55.7% | 0.00% | -100.0% |
| ASXC | Asensus Surgical Inc Ordinary Sharesequities | $0 | – | 1,105 | 0.0% | 0.00% | – | |
| Athersys Incequities | $0 | – | 49 | 0.0% | 0.00% | – | ||
| New | Atlassian Corporation PLC Aequities | $2 | – | 12 | +100.0% | 0.00% | – | |
| AGR | New | Avangrid Incequities | $0 | – | 5 | +100.0% | 0.00% | – |
| BTCS Incequities | $1 | -100.0% | 2,175 | 0.0% | 0.00% | – | ||
| Brc Incequities | $2 | -99.9% | 257 | 0.0% | 0.00% | – | ||
| BKR | Buy | Baker Hughes, a GE Co Class Aequities | $1 | – | 19 | +216.7% | 0.00% | – |
| DJP | iPath Bloomberg Commodity Index Total Return(SM) ETNetf | $2 | -99.9% | 50 | 0.0% | 0.00% | – | |
| BHP | Sell | BHP Billiton Ltd ADRequities | $0 | – | 6 | -60.0% | 0.00% | – |
| TECH | Buy | Bio-Techne Corpequities | $2 | -99.9% | 24 | +300.0% | 0.00% | – |
| BKI | New | Black Knight Inc Aequities | $0 | – | 6 | +100.0% | 0.00% | – |
| BLKB | Blackbaud Incequities | $2 | -99.9% | 38 | 0.0% | 0.00% | – | |
| BB | BlackBerry Ltdequities | $0 | – | 40 | 0.0% | 0.00% | – | |
| BLDE | Blade Air Mobility Inc Class Aequities | $0 | -100.0% | 229 | 0.0% | 0.00% | – | |
| HRB | New | H&R Block Incequities | $1 | – | 16 | +100.0% | 0.00% | – |
| BAH | New | Booz Allen Hamilton Holding Corpequities | $3 | – | 30 | +100.0% | 0.00% | – |
| BIF | SRH TOTAL RETURN FUND INC COMequities | $2 | -99.9% | 184 | 0.0% | 0.00% | – | |
| BHF | Brighthouse Financial Incequities | $0 | – | 5 | 0.0% | 0.00% | – | |
| BFA | New | Brown-Forman Corpequities | $0 | – | 1 | +100.0% | 0.00% | – |
| BBW | Build-A-Bear Workshop Incequities | $0 | – | 5 | 0.0% | 0.00% | – | |
| AI | C3.ai Inc Ordinary Shares - Class Aequities | $1 | -99.9% | 50 | 0.0% | 0.00% | – | |
| CBOE | New | Cboe Global Markets Incequities | $0 | – | 2 | +100.0% | 0.00% | – |
| CDW | New | CDW Corpequities | $2 | – | 8 | +100.0% | 0.00% | – |
| CMS | New | CMS Energy Corpequities | $1 | – | 8 | +100.0% | 0.00% | – |
| CVI | New | CVR Energy Incequities | $2 | – | 64 | +100.0% | 0.00% | – |
| COG | New | Coterra Energy Inc Ordinary Sharesequities | $1 | – | 47 | +100.0% | 0.00% | – |
| CACI | New | CACI International Inc Class Aequities | $2 | – | 8 | +100.0% | 0.00% | – |
| CPB | New | Campbell Soup Coequities | $0 | – | 8 | +100.0% | 0.00% | – |
| CGC | Canopy Growth Corpequities | $1 | -99.9% | 249 | 0.0% | 0.00% | – | |
| CMAXW | CAREMAX EQY WARRANTetf | $0 | – | 140 | 0.0% | 0.00% | – | |
| CVNA | New | Carvana Co Class Aequities | $3 | – | 660 | +100.0% | 0.00% | – |
| CLS | Celestica Incequities | $4 | -99.9% | 370 | 0.0% | 0.00% | – | |
| CNC | New | Centene Corpequities | $0 | – | 6 | +100.0% | 0.00% | – |
| CHH | Choice Hotels International Incequities | $3 | -99.9% | 24 | 0.0% | 0.00% | – | |
| CIEN | Ciena Corpequities | $4 | -99.9% | 84 | 0.0% | 0.00% | – | |
| COIN | Coinbase Global Inc Ordinary Shares - Class Aequities | $0 | -100.0% | 19 | 0.0% | 0.00% | – | |
| COLM | Columbia Sportswear Coequities | $2 | -99.9% | 25 | 0.0% | 0.00% | – | |
| CMA | New | Comerica Incequities | $1 | – | 18 | +100.0% | 0.00% | – |
| STZ | Buy | Constellation Brands Inc Aequities | $2 | -99.8% | 8 | +166.7% | 0.00% | – |
| COUP | Coupa Software Incequities | $1 | – | 8 | 0.0% | 0.00% | – | |
| CPNG | Coupang Inc Ordinary Shares - Class Aequities | $1 | -100.0% | 98 | 0.0% | 0.00% | – | |
| CS | New | Credit Suisse Group AG ADRequities | $2 | – | 711 | +100.0% | 0.00% | – |
| DHI | Buy | D.R. Horton Incequities | $1 | – | 9 | +350.0% | 0.00% | – |
| DXC | Sell | DXC Technology Coequities | $2 | -99.9% | 100 | -6.5% | 0.00% | – |
| DVA | New | DaVita Incequities | $1 | – | 7 | +100.0% | 0.00% | – |
| DXCM | New | DexCom Incequities | $0 | – | 2 | +100.0% | 0.00% | – |
| FANG | Buy | Diamondback Energy Incequities | $4 | -99.8% | 28 | +86.7% | 0.00% | – |
| Elkhorn Dorsey Wright Commodity Rotation Portfolioetf | $0 | – | 15 | 0.0% | 0.00% | – | ||
| SOXL | Direxion Daily Semiconductor Bull 3X Sharesetf | $0 | – | 15 | 0.0% | 0.00% | – | |
| SPXL | Direxion Daily S&P500 Bull 3X Sharesetf | $0 | – | 7 | 0.0% | 0.00% | – | |
| DOCU | Sell | DocuSign Incequities | $4 | -99.9% | 79 | -1.2% | 0.00% | – |
| DPZ | New | Domino's Pizza Incequities | $0 | – | 1 | +100.0% | 0.00% | – |
| Duolingo Incequities | $1 | -99.9% | 15 | 0.0% | 0.00% | – | ||
| QTUM | Defiance Quantum ETFetf | $2 | -99.9% | 52 | 0.0% | 0.00% | – | |
| MJ | New | ETFMG Alternative Harvest ETFetf | $0 | – | 38 | +100.0% | 0.00% | – |
| EGP | Eastgroup Propertiesreit | $4 | -99.9% | 30 | 0.0% | 0.00% | – | |
| EMBARK TECHNOLOGY ORDequities | $0 | – | 32 | 0.0% | 0.00% | – | ||
| Buy | Embecta Corpequities | $2 | -99.8% | 49 | +48.5% | 0.00% | – | |
| ENV | Envestnet Incequities | $1 | -99.9% | 14 | 0.0% | 0.00% | – | |
| NVST | Envista Holdings Corp Ordinary Sharesequities | $4 | -99.9% | 117 | 0.0% | 0.00% | – | |
| EQIX | New | Equinix Incequities | $1 | – | 1 | +100.0% | 0.00% | – |
| ERYP | Erytech Pharma - Spon ADRequities | $1 | -100.0% | 4,000 | 0.0% | 0.00% | – | |
| ETSY | Buy | Etsy Incequities | $4 | -99.9% | 37 | +2.8% | 0.00% | – |
| EVRG | New | Evergy Incequities | $0 | – | 7 | +100.0% | 0.00% | – |
| ES | New | Eversource Energyequities | $0 | – | 3 | +100.0% | 0.00% | – |
| EVGO | EVgo Inc Class Aequities | $1 | -99.9% | 165 | 0.0% | 0.00% | – | |
| BITQ | Bitwise Crypto Industry Innovators ETFetf | $3 | -99.9% | 758 | 0.0% | 0.00% | -100.0% | |
| EXR | New | Extra Space Storage Incequities | $1 | – | 4 | +100.0% | 0.00% | – |
| FDS | Sell | FactSet Research Systems Incequities | $2 | -99.9% | 6 | -14.3% | 0.00% | – |
| FATE | Fate Therapeutics Incequities | $1 | -99.9% | 55 | 0.0% | 0.00% | – | |
| FAST | Buy | Fastenal Coequities | $0 | – | 8 | +33.3% | 0.00% | – |
| FITB | Buy | Fifth Third Bancorpequities | $1 | – | 36 | +140.0% | 0.00% | – |
| FDM | New | First Trust Dow Select Micro Fundetf | $2 | – | 46 | +100.0% | 0.00% | – |
| FGD | First Trust Dow Jones Global Select Dividend Index Fundetf | $1 | -99.9% | 41 | 0.0% | 0.00% | – | |
| FMAR | New | FT CBOE VEST US EQY BUFF ETFetf | $1 | – | 46 | +100.0% | 0.00% | – |
| FJUN | New | FT CBOE VST US EQTY BUFER ETFetf | $2 | – | 47 | +100.0% | 0.00% | – |
| DFEB | New | FT CBOE VEST US EQUITY DEEP BFR ETFetf | $2 | – | 62 | +100.0% | 0.00% | – |
| DAUG | New | FT CBOE VEST US EQUITY DEEP BUFF ETFetf | $3 | – | 116 | +100.0% | 0.00% | – |
| FSR | Fisker Inc Ordinary Shares - Class Aequities | $1 | -99.9% | 152 | 0.0% | 0.00% | – | |
| FURY | Fury Gold Mines Ltdequities | $0 | – | 8 | 0.0% | 0.00% | – | |
| GPS | New | Gap Incequities | $4 | – | 341 | +100.0% | 0.00% | – |
| GTX | Garrett Motion Incequities | $0 | – | 39 | 0.0% | 0.00% | – | |
| GM | Sell | General Motors Coequities | $0 | -100.0% | 13 | -40.9% | 0.00% | – |
| RYLD | New | Global X Russell 2000 Covered Call ETFetf | $0 | – | 12 | +100.0% | 0.00% | – |
| QYLD | New | Recon Capital NASDAQ 100 Covered Call ETFetf | $0 | – | 5 | +100.0% | 0.00% | – |
| GMED | Globus Medical Inc Class Aequities | $1 | -99.9% | 9 | 0.0% | 0.00% | – | |
| GT | Goodyear Tire & Rubber Coequities | $2 | -99.9% | 200 | 0.0% | 0.00% | – | |
| GWW | Buy | W.W. Grainger Incequities | $1 | – | 2 | +100.0% | 0.00% | – |
| AJX | New | Great Ajax Corpequities | $4 | – | 544 | +100.0% | 0.00% | – |
| HSBC | HSBC Holdings PLC ADRequities | $3 | -99.9% | 100 | 0.0% | 0.00% | – | |
| Haleon Plcequities | $3 | -99.8% | 356 | 0.0% | 0.00% | – | ||
| HOFVW | Hall Of Fame Reso 25 Wtfetf | $1 | -99.9% | 16,000 | 0.0% | 0.00% | – | |
| New | Hall Of Fame Resort & Entertainment Co Ordinary Sharesequities | $0 | – | 46 | +100.0% | 0.00% | – | |
| HBI | New | Hanesbrands Incequities | $1 | – | 175 | +100.0% | 0.00% | – |
| HOG | New | Harley-Davidson Incequities | $1 | – | 26 | +100.0% | 0.00% | – |
| PEAK | New | Healthpeak Pptys Incequities | $0 | – | 10 | +100.0% | 0.00% | – |
| JKHY | Buy | Jack Henry & Associates Incequities | $1 | -99.9% | 9 | +28.6% | 0.00% | – |
| HTGC | Hercules Capital Incequities | $3 | -99.8% | 200 | 0.0% | 0.00% | – | |
| HTZZ | Hertz Global Holdings Inc Ordinary Shares (New)equities | $2 | -99.9% | 105 | 0.0% | 0.00% | – | |
| HES | Hess Corpequities | $1 | -99.9% | 8 | 0.0% | 0.00% | – | |
| HOLX | New | Hologic Incequities | $0 | – | 3 | +100.0% | 0.00% | – |
| HST | Host Hotels & Resorts Incequities | $1 | -99.9% | 32 | 0.0% | 0.00% | – | |
| HWM | Buy | Howmet Aerospace Incequities | $1 | – | 23 | +109.1% | 0.00% | – |
| HII | New | Huntington Ingalls Industries Incequities | $0 | – | 1 | +100.0% | 0.00% | – |
| IBN | Sell | ICICI Bank Ltd ADRequities | $3 | -99.9% | 140 | -17.2% | 0.00% | – |
| IEX | IDEX Corpequities | $2 | -99.9% | 10 | 0.0% | 0.00% | – | |
| PSEP | New | INNOVATOR US EQY POWER BUFFER ETFetf | $2 | – | 73 | +100.0% | 0.00% | – |
| IP | New | International Paper Coequities | $0 | – | 7 | +100.0% | 0.00% | – |
| PBW | PowerShares WilderHill Clean Energy Portfolioetf | $2 | -99.9% | 46 | 0.0% | 0.00% | – | |
| PEJ | PowerShares Dynamic Leisure and Entertainment Portfolioetf | $4 | -99.9% | 108 | 0.0% | 0.00% | – | |
| XSHQ | PowerShares S&P SmallCap Quality Portfolioetf | $4 | -99.9% | 110 | 0.0% | 0.00% | – | |
| BAB | PowerShares Build America Bond Portfolioetf | $1 | -99.9% | 31 | 0.0% | 0.00% | – | |
| VRP | New | PowerShares Variable Rate Preferred Portfolioetf | $1 | – | 99 | +100.0% | 0.00% | – |
| BSJP | New | BulletShares HY Corporate Bond ETF 12/15/2025etf | $2 | – | 81 | +100.0% | 0.00% | – |
| New | BulletShares Corporate Bond ETF 12/15/2032etf | $2 | – | 106 | +100.0% | 0.00% | – | |
| DBA | New | PowerShares DB Agriculture Fundetf | $3 | – | 140 | +100.0% | 0.00% | – |
| IRDM | Iridium Communications Iequities | $2 | -99.9% | 40 | 0.0% | 0.00% | – | |
| IRM | New | Iron Mountain Inc Com Npvequities | $0 | – | 5 | +100.0% | 0.00% | – |
| ICF | iShares Cohen & Steers REIT ETFetf | $3 | -99.9% | 56 | 0.0% | 0.00% | – | |
| IMCB | iShares Morningstar Mid-Cap ETFetf | $2 | -99.9% | 41 | 0.0% | 0.00% | – | |
| ACWI | iShares MSCI ACWI ETFetf | $0 | – | 1 | 0.0% | 0.00% | – | |
| EMB | Sell | iShares J.P. Morgan USD Emerging Markets Bond ETFetf | $0 | -100.0% | 1 | -98.7% | 0.00% | -100.0% |
| MUB | Sell | iShares National Muni Bond ETFetf | $0 | -100.0% | 1 | -99.9% | 0.00% | -100.0% |
| MBB | iShares MBS ETFetf | $2 | -99.9% | 23 | 0.0% | 0.00% | – | |
| IGIB | iShares Intermediate Credit Bond ETFetf | $1 | -99.9% | 24 | 0.0% | 0.00% | – | |
| IBHE | New | iShares High Yield Bond ETF 12/15/2025etf | $3 | – | 118 | +100.0% | 0.00% | – |
| JLL | Buy | Jones Lang LaSalle Incequities | $4 | -99.8% | 25 | +66.7% | 0.00% | – |
| KMPR | Kemper Corpequities | $0 | – | 6 | 0.0% | 0.00% | – | |
| KIM | New | Kimco Realty Corpequities | $0 | – | 23 | +100.0% | 0.00% | – |
| KSS | New | Kohl's Corpequities | $1 | – | 26 | +100.0% | 0.00% | – |
| KR | New | The Kroger Coequities | $1 | – | 15 | +100.0% | 0.00% | – |
| LKQ | New | LKQ Corpequities | $0 | – | 6 | +100.0% | 0.00% | – |
| LH | New | Laboratory Corp of America Holdingsequities | $2 | – | 8 | +100.0% | 0.00% | – |
| LSTR | Landstar System Incequities | $3 | -99.8% | 16 | 0.0% | 0.00% | – | |
| LVHD | Legg Mason Low Volatility High Dividend ETFetf | $2 | -99.9% | 44 | 0.0% | 0.00% | – | |
| LEN | New | Lennar Corpequities | $0 | – | 4 | +100.0% | 0.00% | – |
| LSXMA | New | Liberty SiriusXM Group Aequities | $4 | – | 110 | +100.0% | 0.00% | – |
| FWONA | Liberty Media Group Aequities | $0 | – | 2 | 0.0% | 0.00% | – | |
| LUMN | New | CENTURYLINK INC COMequities | $2 | – | 445 | +100.0% | 0.00% | – |
| MSCI | Sell | MSCI Incequities | $3 | -99.9% | 7 | -22.2% | 0.00% | – |
| MAC | New | Macerich Coequities | $4 | – | 361 | +100.0% | 0.00% | – |
| MANH | Manhattan Associates Incequities | $3 | -99.9% | 22 | 0.0% | 0.00% | – | |
| MLM | New | Martin Marietta Materials Incequities | $0 | – | 1 | +100.0% | 0.00% | – |
| MAS | Sell | Masco Corpequities | $0 | – | 4 | -55.6% | 0.00% | – |
| New | MasterBrand Incequities | $2 | – | 200 | +100.0% | 0.00% | – | |
| MD | Mednax Incequities | $1 | -100.0% | 100 | 0.0% | 0.00% | – | |
| MELI | New | MercadoLibre Incequities | $2 | – | 2 | +100.0% | 0.00% | – |
| Buy | Micro Focus International PLC ADRequities | $0 | – | 78 | +66.0% | 0.00% | – | |
| MOH | New | Molina Healthcare Incequities | $0 | – | 1 | +100.0% | 0.00% | – |
| TAP | New | Molson Coors Brewing Co Bequities | $1 | – | 11 | +100.0% | 0.00% | – |
| MORN | Morningstar Incequities | $3 | -99.9% | 13 | 0.0% | 0.00% | – | |
| MOS | New | The Mosaic Coequities | $1 | – | 14 | +100.0% | 0.00% | – |
| NIO | Sell | NIO Inc ADRequities | $0 | -100.0% | 117 | -50.2% | 0.00% | – |
| NRG | NRG Energy Incequities | $1 | -99.9% | 28 | 0.0% | 0.00% | – | |
| Nanoviricides Incequities | $2 | -99.9% | 1,450 | 0.0% | 0.00% | – | ||
| NDAQ | New | Nasdaq Incequities | $0 | – | 4 | +100.0% | 0.00% | – |
| NEOG | Neogen Corpequities | $1 | -99.9% | 40 | 0.0% | 0.00% | – | |
| NKLA | Nikola Corpequities | $0 | -100.0% | 220 | 0.0% | 0.00% | – | |
| JWN | Nordstrom Incequities | $0 | – | 3 | 0.0% | 0.00% | – | |
| BIBL | Sell | Inspire 100 ETFetf | $1 | -100.0% | 41 | -94.7% | 0.00% | -100.0% |
| NVAX | Novavax Incequities | $1 | -99.9% | 65 | 0.0% | 0.00% | – | |
| OXYWS | Occidental Petrol 27 Wtsequities | $0 | – | 7 | 0.0% | 0.00% | – | |
| OPI | New | Office Pptys Incm Trreit | $3 | – | 261 | +100.0% | 0.00% | – |
| OKTA | Sell | Okta Inc Aequities | $1 | -100.0% | 12 | -93.6% | 0.00% | -100.0% |
| ODFL | New | Old Dominion Freight Lines Incequities | $0 | – | 1 | +100.0% | 0.00% | – |
| OMC | New | Omnicom Group Incequities | $0 | – | 3 | +100.0% | 0.00% | – |
| ON | New | ON Semiconductor Corpequities | $4 | – | 62 | +100.0% | 0.00% | – |
| Orion Office REIT Incequities | $0 | – | 30 | 0.0% | 0.00% | – | ||
| IX | ORIX Corp ADRequities | $2 | -99.8% | 20 | 0.0% | 0.00% | – | |
| PCG | PG&E Corpequities | $2 | -99.9% | 126 | 0.0% | 0.00% | – | |
| Praxair Incequities | $2 | -99.9% | 200 | 0.0% | 0.00% | – | ||
| PKG | Buy | Packaging Corp of Americaequities | $3 | -99.9% | 28 | +3.7% | 0.00% | – |
| PTON | Peloton Interactive Incequities | $1 | -99.9% | 144 | 0.0% | 0.00% | – | |
| PKI | PerkinElmer Incequities | $4 | -99.9% | 26 | 0.0% | 0.00% | – | |
| PNW | Pinnacle West Capital Corpequities | $0 | – | 6 | 0.0% | 0.00% | – | |
| PINS | Pinterest Incequities | $1 | -99.9% | 24 | 0.0% | 0.00% | – | |
| PLUG | Plug Power Incequities | $2 | -99.9% | 124 | 0.0% | 0.00% | – | |
| POOL | New | Pool Corpequities | $1 | – | 2 | +100.0% | 0.00% | – |
| PCH | New | Potlatchdeltic Corporation Comreit | $2 | – | 34 | +100.0% | 0.00% | – |
| PSA | Sell | Public Storageequities | $0 | -100.0% | 1 | -98.2% | 0.00% | -100.0% |
| PHM | New | PulteGroup Incequities | $0 | – | 5 | +100.0% | 0.00% | – |
| PSTG | New | Pure Storage Inc Aequities | $2 | – | 75 | +100.0% | 0.00% | – |
| PPT | Putnam Premier Inc Trclosed-end fund | $1 | -99.9% | 330 | 0.0% | 0.00% | – | |
| QRVO | Qorvo Incequities | $2 | -99.9% | 25 | 0.0% | 0.00% | – | |
| RWT | Redwood Trust Incequities | $1 | -99.9% | 100 | 0.0% | 0.00% | – | |
| REG | New | Regency Centers Corpequities | $0 | – | 4 | +100.0% | 0.00% | – |
| RS | New | Reliance Steel & Aluminum Coequities | $2 | – | 11 | +100.0% | 0.00% | – |
| RMD | New | ResMed Incequities | $0 | – | 2 | +100.0% | 0.00% | – |
| REZI | Resideo Technologies Incequities | $0 | – | 27 | 0.0% | 0.00% | – | |
| RHI | New | Robert Half International Incequities | $0 | – | 1 | +100.0% | 0.00% | – |
| RBLX | Buy | Roblox Corp Ordinary Shares - Class Aequities | $3 | -99.9% | 99 | +3.1% | 0.00% | – |
| RKT | Rocket Companies Inc Ordinary Shares Class Aequities | $0 | – | 48 | 0.0% | 0.00% | – | |
| ROL | New | Rollins Incequities | $0 | – | 3 | +100.0% | 0.00% | – |
| ROP | New | Roper Technologies Incequities | $1 | – | 2 | +100.0% | 0.00% | – |
| RUSHA | New | Rush Enterprises Incequities | $2 | – | 47 | +100.0% | 0.00% | – |
| SBAC | New | SBA Communications Corpequities | $0 | – | 1 | +100.0% | 0.00% | – |
| SJW | SJW Groupequities | $1 | -99.9% | 10 | 0.0% | 0.00% | – | |
| SPYX | Sell | SPDR S&P 500 Fossil Fuel Reserves Free ETFetf | $3 | -100.0% | 34 | -93.6% | 0.00% | -100.0% |
| SSRM | SSR Mining Incequities | $0 | – | 23 | 0.0% | 0.00% | – | |
| SWKH | Swk Hldgs Corpequities | $2 | -99.9% | 100 | 0.0% | 0.00% | – | |
| HSIC | New | Henry Schein Incequities | $0 | – | 2 | +100.0% | 0.00% | – |
| SGEN | Buy | Seattle Genetics Incequities | $0 | – | 2 | +100.0% | 0.00% | – |
| SEE | New | Sealed Air Corpequities | $0 | – | 10 | +100.0% | 0.00% | – |
| SIMO | New | Silicon Motion Technology Corp ADRequities | $4 | – | 60 | +100.0% | 0.00% | – |
| SJM | New | JM Smucker Coequities | $2 | – | 10 | +100.0% | 0.00% | – |
| Sundial Growers Inc Ordinary Sharesequities | $0 | – | 100 | 0.0% | 0.00% | – | ||
| SOFI | SoFi Technologies Inc Ordinary Sharesequities | $2 | -99.9% | 400 | 0.0% | 0.00% | – | |
| SAH | New | Sonic Automotive Incequities | $2 | – | 50 | +100.0% | 0.00% | – |
| SRNE | Sorrento Therapeutics Incequities | $2 | -99.9% | 1,771 | 0.0% | 0.00% | – | |
| SCCO | Southern Copper Corpequities | $1 | -99.9% | 16 | 0.0% | 0.00% | – | |
| Stronghold Digital Mining Incequities | $0 | -100.0% | 600 | 0.0% | 0.00% | – | ||
| SUMO | Sumo Logic Incequities | $0 | – | 25 | 0.0% | 0.00% | – | |
| RUN | Sell | Sunrun Incequities | $2 | -99.9% | 86 | -38.1% | 0.00% | – |
| Sylvamo Corpequities | $0 | – | 5 | 0.0% | 0.00% | – | ||
| SNV | Synovus Financial Corpequities | $4 | -99.9% | 95 | 0.0% | 0.00% | – | |
| SYF | Buy | Synchrony Financialequities | $1 | – | 17 | +13.3% | 0.00% | – |
| TPR | Buy | Tapestry Incequities | $1 | – | 23 | +1050.0% | 0.00% | – |
| TTM | Tata Motors Ltd ADRequities | $2 | -99.9% | 106 | 0.0% | 0.00% | – | |
| TRP | TransCanada Corpequities | $3 | -99.9% | 66 | 0.0% | 0.00% | – | |
| TECK | Teck Resources Ltd Class Bequities | $3 | -99.9% | 86 | 0.0% | 0.00% | – | |
| TDOC | Sell | Teladoc Health Incequities | $1 | -99.9% | 56 | -1.8% | 0.00% | – |
| TEF | Telefonica SA ADRequities | $3 | -99.8% | 702 | 0.0% | 0.00% | – | |
| TXT | Sell | Textron Incequities | $4 | -99.9% | 55 | -3.5% | 0.00% | – |
| TTD | Sell | The Trade Desk Inc Aequities | $3 | -99.9% | 60 | -14.3% | 0.00% | – |
| REAL | The RealReal Incequities | $0 | – | 232 | 0.0% | 0.00% | – | |
| TW | New | Tradeweb Markets Incequities | $0 | – | 3 | +100.0% | 0.00% | – |
| TRU | New | TransUnionequities | $0 | – | 1 | +100.0% | 0.00% | – |
| TRUP | Trupanion Incequities | $1 | -99.9% | 20 | 0.0% | 0.00% | – | |
| TWLO | Sell | Twilio Inc Aequities | $2 | -100.0% | 62 | -46.6% | 0.00% | -100.0% |
| ULTA | Ulta Beauty Incequities | $4 | -99.9% | 9 | 0.0% | 0.00% | – | |
| UAA | Under Armour Inc Aequities | $1 | -99.9% | 140 | 0.0% | 0.00% | – | |
| UA | Under Armour Inc Class Cequities | $1 | -99.9% | 140 | 0.0% | 0.00% | – | |
| UAL | New | United Continental Holdings Incequities | $0 | – | 11 | +100.0% | 0.00% | – |
| UNG | United States Natural Gas Fund, LPetf | $1 | -100.0% | 82 | 0.0% | 0.00% | – | |
| U | Unity Software Incequities | $0 | – | 8 | 0.0% | 0.00% | – | |
| UHS | New | Universal Health Services Inc Class Bequities | $1 | – | 4 | +100.0% | 0.00% | – |
| UNM | New | Unum Groupequities | $1 | – | 33 | +100.0% | 0.00% | – |
| BUZZ | VanEck Vectors Social Sentiment ETFetf | $2 | -99.9% | 204 | 0.0% | 0.00% | – | |
| VIOO | Vanguard S&P Small-Cap 600 Index Fund ETF Sharesetf | $4 | -99.9% | 22 | 0.0% | 0.00% | – | |
| VWOB | Sell | Vanguard Emerging Markets Government Bond Index Fund ETF Sharesetf | $0 | -100.0% | 2 | -99.1% | 0.00% | -100.0% |
| VDE | Buy | Vanguard Energy Index Fund ETF Sharesetf | $4 | -99.8% | 29 | +38.1% | 0.00% | – |
| VGT | Vanguard Information Technology Index Fund ETF Sharesetf | $4 | -99.9% | 13 | 0.0% | 0.00% | – | |
| VCIT | Vanguard Intermediate-Term Corporate Bond Index Fund ETF Sharesetf | $2 | -99.9% | 26 | 0.0% | 0.00% | – | |
| VTR | New | Ventas Incequities | $3 | – | 77 | +100.0% | 0.00% | – |
| VRSK | Verisk Analytics Incequities | $1 | -99.9% | 8 | 0.0% | 0.00% | – | |
| VRCA | Verrica Pharmaceuticalsequities | $3 | -99.9% | 1,193 | 0.0% | 0.00% | – | |
| Buy | Victoria Secret & Coequities | $1 | -99.9% | 48 | +37.1% | 0.00% | – | |
| VST | New | Vistra Energy Corpequities | $2 | – | 111 | +100.0% | 0.00% | – |
| VNT | VONTIER ORD WIequities | $2 | -99.9% | 136 | 0.0% | 0.00% | – | |
| VJET | voxeljet AG ADRequities | $0 | -100.0% | 200 | 0.0% | 0.00% | – | |
| VMC | New | Vulcan Materials Coequities | $1 | – | 3 | +100.0% | 0.00% | – |
| VRM | Vroom Inc Ordinary Sharesequities | $0 | – | 113 | 0.0% | 0.00% | – | |
| MAPSW | Wm Technology Inc 26 Wtfequities | $0 | -100.0% | 3,300 | 0.0% | 0.00% | – | |
| WAB | Sell | Westinghouse Air Brake Technologies Corpequities | $2 | -99.9% | 22 | -26.7% | 0.00% | – |
| WCN | Buy | Waste Connections Incequities | $1 | – | 6 | +500.0% | 0.00% | – |
| WFCPRL | Wells Fargo & Cequities | $4 | -99.9% | 3 | 0.0% | 0.00% | – | |
| WU | New | The Western Union Coequities | $3 | – | 252 | +100.0% | 0.00% | – |
| WEX | WEX Incequities | $4 | -99.9% | 25 | 0.0% | 0.00% | – | |
| DFJ | WisdomTree Japan SmallCap Dividend Fundetf | $3 | -99.9% | 50 | 0.0% | 0.00% | – | |
| GCC | WisdomTree Continuous Commodity Index Fundetf | $3 | -99.9% | 202 | 0.0% | 0.00% | – | |
| WOPEY | Sell | Woodside Energy Groupequities | $0 | – | 2 | -60.0% | 0.00% | – |
| XYL | New | Xylem Incequities | $0 | – | 4 | +100.0% | 0.00% | – |
| Zimvie Incequities | $0 | – | 24 | 0.0% | 0.00% | – | ||
| Z | New | Zillow Group Inc Cequities | $0 | – | 2 | +100.0% | 0.00% | – |
| ZION | Buy | Zions Bancorpequities | $1 | -99.9% | 23 | +43.8% | 0.00% | – |
| ZM | Sell | Zoom Video Communications Incequities | $1 | -100.0% | 20 | -56.5% | 0.00% | – |
| ZOM | Zomedica Corp Ordinary Sharesequities | $1 | -99.9% | 5,381 | 0.0% | 0.00% | – | |
| New | Zymeworks Inc Registered Shs When Issuedequities | $0 | – | 47 | +100.0% | 0.00% | – | |
| CWCO | Consolidate Water Coequities | $3 | -99.9% | 215 | 0.0% | 0.00% | – | |
| GRAB HOLDINGS CL A ORDequities | $4 | -99.9% | 1,230 | 0.0% | 0.00% | – | ||
| HELE | Helen Of Troy Ltdequities | $1 | -99.9% | 12 | 0.0% | 0.00% | – | |
| HZNP | New | Horizon Therapeutics PLCequities | $1 | – | 9 | +100.0% | 0.00% | – |
| ICLR | Icon PLCequities | $2 | -99.8% | 8 | 0.0% | 0.00% | – | |
| Infinite Acquisition Corp Class Aequities | $2 | -99.9% | 152 | 0.0% | 0.00% | – | ||
| JCI | Sell | Johnson Controls Incequities | $0 | -100.0% | 1 | -98.0% | 0.00% | – |
| APTV | Sell | Aptiv PLCequities | $4 | -99.9% | 48 | -11.1% | 0.00% | – |
| ALC | Sell | Alcon Incequities | $0 | – | 5 | -66.7% | 0.00% | – |
| CRSP | CRISPR Therapeutics AGequities | $1 | -100.0% | 33 | 0.0% | 0.00% | – | |
| RIG | Transocean Ltdequities | $1 | -99.9% | 300 | 0.0% | 0.00% | – | |
| SSYS | Stratasys Ltdequities | $1 | -99.9% | 45 | 0.0% | 0.00% | – | |
| LYB | New | LyondellBasell Industries NVequities | $0 | – | 3 | +100.0% | 0.00% | – |
| Naked Brand Group Ltdequities | $0 | – | 2 | 0.0% | 0.00% | – | ||
| FLEX | Flextronics International Ltdequities | $2 | -99.8% | 70 | 0.0% | 0.00% | – | |
| QS | Exit | QuantumScape Corpequities | $0 | – | -15 | -100.0% | 0.00% | – |
| CTXS | Exit | Citrix Systems Incequities | $0 | – | -7 | -100.0% | 0.00% | – |
| DKS | Exit | Dick's Sporting Goods Incequities | $0 | – | -9 | -100.0% | 0.00% | – |
| WPP | Exit | WPP PLC ADRequities | $0 | – | -13 | -100.0% | 0.00% | – |
| SIVB | Exit | SVB Financial Groupequities | $0 | – | -1 | -100.0% | 0.00% | – |
| EPPRC | Exit | El Paso Energyequities | $0 | – | -11 | -100.0% | 0.00% | – |
| ALLY | Exit | Ally Financial Incequities | $0 | – | -51 | -100.0% | 0.00% | – |
| DHS | Exit | WisdomTree High Dividend Fundetf | $0 | – | -53 | -100.0% | 0.00% | – |
| CVET | Exit | Covetrus Incequities | $0 | – | -120 | -100.0% | 0.00% | – |
| PAVE | Exit | Global X U.Setf | $0 | – | -74 | -100.0% | 0.00% | – |
| FCVT | Exit | First Trust SSI Strategic Convertible Securities ETFetf | $0 | – | -56 | -100.0% | 0.00% | – |
| APH | Exit | Amphenol Corp Class Aequities | $0 | – | -4 | -100.0% | 0.00% | – |
| USFD | Exit | US Foods Holding Corpequities | $0 | – | -13 | -100.0% | 0.00% | – |
| FND | Exit | Floor & Decor Holdings Inc Class Aequities | $0 | – | -3 | -100.0% | 0.00% | – |
| BOX | Exit | Box Inc Aequities | $0 | – | -57 | -100.0% | 0.00% | – |
| SWT | Exit | Stanley Black & Decker Inc Unitequities | $0 | – | -47 | -100.0% | 0.00% | – |
| IYE | Exit | iShares U.S. Energy ETFetf | $0 | – | -62 | -100.0% | 0.00% | – |
| SFIX | Exit | Stitch Fix Inc Class Aequities | $0 | – | -300 | -100.0% | 0.00% | – |
| SNP | Exit | China Petroleum&Chemequities | $0 | – | -100 | -100.0% | 0.00% | – |
| DY | Exit | Dycom Industries Incequities | $0 | – | -6 | -100.0% | 0.00% | – |
| DLB | Exit | Dolby Laboratories Incequities | $0 | – | -25 | -100.0% | 0.00% | – |
| HOFV | Exit | Hall Of Fame Resort & Entertainment Co Ordinary Sharesequities | $0 | – | -1,020 | -100.0% | 0.00% | – |
| CBRE | Exit | CBRE Group Incequities | $0 | – | -17 | -100.0% | 0.00% | – |
| ASND | Exit | Ascendis Pharma A/S ADRequities | $0 | – | -2 | -100.0% | 0.00% | – |
| DTP | Exit | Dte Energy Co 22 Utswarrant | $0 | – | -46 | -100.0% | 0.00% | – |
| RNA | Exit | Avidity Biosciences Inc Ordinary Sharesequities | $0 | – | -2 | -100.0% | 0.00% | – |
| RNG | Exit | RingCentral Inc Class Aequities | $0 | – | -1 | -100.0% | 0.00% | – |
| Exit | El Paso Electric Coequities | $0 | – | -100 | -100.0% | 0.00% | – | |
| FLLV | Exit | Franklin Liberty U.S. Low Volatility ETFetf | $0 | – | -90 | -100.0% | 0.00% | – |
| RWJ | Exit | Oppenheimer Small Cap Revenue ETFetf | $0 | – | -45 | -100.0% | 0.00% | – |
| LNG | Exit | Cheniere Energy Incequities | $0 | – | -5 | -100.0% | 0.00% | – |
| GBIL | Exit | Goldman Sachs TreasuryAccess 0-1 Year ETFetf | $0 | – | -11 | -100.0% | 0.00% | – |
| AMKR | Exit | Amkor Technology Incequities | $0 | – | -18 | -100.0% | 0.00% | – |
| DRI | Exit | Darden Restaurants Incequities | $0 | – | -5 | -100.0% | 0.00% | – |
| ADRE | Exit | BLDRS Emerging Markets 50 ADR Index Fundetf | $0 | – | -34 | -100.0% | 0.00% | – |
| BACPRL | Exit | Bank Of Ameriequities | $0 | – | -3 | -100.0% | 0.00% | – |
| IYM | Exit | iShares Tr Dow Jones Basicetf | $0 | – | -37 | -100.0% | 0.00% | – |
| NYCBPRU | Exit | New York Communitequities | $0 | – | -58 | -100.0% | 0.00% | – |
| MGA | Exit | Magna International Inc Class Aequities | $0 | – | -9 | -100.0% | 0.00% | – |
| OSK | Exit | Oshkosh Corpequities | $0 | – | -9 | -100.0% | 0.00% | – |
| PDD | Exit | Pinduoduo Inc ADRequities | $0 | – | -5 | -100.0% | 0.00% | – |
| GH | Exit | Guardant Health Incequities | $0 | – | -2 | -100.0% | 0.00% | – |
| BBVA | Exit | Banco Bilbao Vizcaya Argentaria SA ADRequities | $0 | – | -133 | -100.0% | 0.00% | – |
| NCLH | Exit | Norwegian Cruise Line Holdings Ltdequities | $0 | – | -6 | -100.0% | 0.00% | – |
| KKRPRC | Exit | Kkr & Co. Incequities | $0 | – | -67 | -100.0% | 0.00% | – |
| CRH | Exit | CRH PLC ADRequities | $0 | – | -7 | -100.0% | 0.00% | – |
| Exit | Coherent Incequities | $0 | – | -2 | -100.0% | 0.00% | – | |
| BYD | Exit | Boyd Gaming Corpequities | $0 | – | -9 | -100.0% | 0.00% | – |
| SE | Exit | Spectra Energy Corpequities | $0 | – | -6 | -100.0% | 0.00% | – |
| PAYC | Exit | Paycom Software Incequities | $0 | – | -1 | -100.0% | 0.00% | – |
| CROX | Exit | Crocs Incequities | $0 | – | -5 | -100.0% | 0.00% | – |
| LEA | Exit | Lear Corpequities | $0 | – | -3 | -100.0% | 0.00% | – |
| STLD | Exit | Steel Dynamics Incequities | $0 | – | -9 | -100.0% | 0.00% | – |
| JBL | Exit | Jabil Circuit Incequities | $0 | – | -17 | -100.0% | 0.00% | – |
| MGM | Exit | MGM Resorts Internationalequities | $0 | – | -37 | -100.0% | 0.00% | – |
| WPC | Exit | W P Carey Incequities | $0 | – | -62 | -100.0% | 0.00% | – |
| SNAP | Exit | Snap Inc Aequities | $0 | – | -13 | -100.0% | 0.00% | – |
| PFGC | Exit | Performance Food Group Coequities | $0 | – | -5 | -100.0% | 0.00% | – |
| ARKQ | Exit | ARK Industrial Innovation ETFetf | $0 | – | -11 | -100.0% | 0.00% | – |
| FIVE | Exit | Five Below Incequities | $0 | – | -3 | -100.0% | 0.00% | – |
| RBC | Exit | Regal Rexnord Corpequities | $0 | – | -10 | -100.0% | 0.00% | – |
| PVH | Exit | PVH Corpequities | $0 | – | -8 | -100.0% | 0.00% | – |
| ADNT | Exit | Adient PLCequities | $0 | – | -2 | -100.0% | 0.00% | – |
| ZEN | Exit | Zendesk Incequities | $0 | – | -61 | -100.0% | -0.00% | – |
| IBD | Exit | Inspire Corporate Bond Impact ETFetf | $0 | – | -382 | -100.0% | -0.00% | – |
| MASI | Exit | Masimo Corpequities | $0 | – | -68 | -100.0% | -0.00% | – |
| FTXO | Exit | First Trust Nasdaq Bank ETFetf | $0 | – | -407 | -100.0% | -0.00% | – |
| DRIV | Exit | Global X Autonomous & Electric Vehicles ETFetf | $0 | – | -242 | -100.0% | -0.00% | – |
| AGM | Exit | Federal Agricultural Mortgage Corp Class Cequities | $0 | – | -135 | -100.0% | -0.00% | – |
| IYK | Exit | iShares U.S. Consumer Goods ETFetf | $0 | – | -38 | -100.0% | -0.00% | – |
| JIG | Exit | JPMorgan International Growthetf | $0 | – | -292 | -100.0% | -0.00% | – |
| DTH | Exit | WisdomTree International High Dividend Fundetf | $0 | – | -629 | -100.0% | -0.00% | – |
| TWTR | Exit | Twitter Incequities | $0 | – | -454 | -100.0% | -0.00% | – |
| FEP | Exit | First Trust Europe AlphaDEX Fundetf | $0 | – | -753 | -100.0% | -0.00% | – |
| Exit | WisdomTree Bloomberg Floating Rate Treasury Fundetf | $0 | – | -428 | -100.0% | -0.00% | – | |
| PFF | Exit | iShares U.S. Preferred Stock ETFetf | $0 | – | -500 | -100.0% | -0.00% | – |
| FXR | Exit | First Trust Industrials/Producer Durables AlphaDEX Fundetf | $0 | – | -303 | -100.0% | -0.00% | – |
| FPXI | Exit | First Trust International IPO ETFetf | $0 | – | -380 | -100.0% | -0.00% | – |
| FXD | Exit | First Trust Consumer Discretionary AlphaDEX Fundetf | $0 | – | -430 | -100.0% | -0.00% | – |
| FEM | Exit | First Trust Emerging Markets AlphaDEX Fundetf | $0 | – | -1,438 | -100.0% | -0.00% | – |
| ISMD | Exit | Inspire Small/Mid Cap Impact ETFetf | $0 | – | -920 | -100.0% | -0.00% | – |
| BLES | Exit | Inspire Global Hope ETFetf | $0 | – | -1,132 | -100.0% | -0.00% | – |
| FNX | Exit | First Trust Mid Cap Core AlphaDEX Fundetf | $0 | – | -301 | -100.0% | -0.00% | – |
| FREL | Exit | Fidelity MSCI Real Estate Index ETFetf | $0 | – | -1,048 | -100.0% | -0.00% | – |
| ISTB | Exit | iShares Core 1-5 Year USD Bond ETFetf | $0 | – | -1,086 | -100.0% | -0.01% | – |
| VGSH | Exit | Vanguard Short-Term Government Bond Index Fund ETF Sharesetf | $0 | – | -892 | -100.0% | -0.01% | – |
| WTER | Exit | Alkaline Wtr Co Incequities | $0 | – | -269,712 | -100.0% | -0.01% | – |
| RISN | Exit | Inspire Tacticaletf | $0 | – | -9,785 | -100.0% | -0.02% | – |
| IBMK | Exit | iShares Muni Bond ETF 12/2/2022etf | $0 | – | -154,878 | -100.0% | -0.44% | – |
| BSMM | Exit | BulletShares Municipal Bond ETF 12/15/2022etf | $0 | – | -185,906 | -100.0% | -0.52% | – |
| BSJM | Exit | BulletShares HY Corporate Bond ETF 12/15/2022etf | $0 | – | -330,172 | -100.0% | -0.80% | – |
| IBHB | Exit | iShares High Yield Bond ETF 12/31/2022etf | $0 | – | -318,820 | -100.0% | -0.84% | – |
| IBDN | Exit | iShares Corporate Bond ETF 12/31/2022etf | $0 | – | -372,157 | -100.0% | -1.02% | – |
| BSCM | Exit | BulletShares Corporate Bond ETF 12/15/2022etf | $0 | – | -1,808,273 | -100.0% | -4.21% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-01-19
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.