$755 Million is the total value of JNBA Financial Advisors's 718 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 26.8% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MOAT | Sell | VANECK ETF TRUSTmrngstr wde moat | $58,309,000 | -15.3% | 780,581 | -13.7% | 7.72% | -8.1% |
| IJH | Sell | ISHARES TRcore s&p mcp etf | $47,342,000 | -8.4% | 176,424 | -3.4% | 6.27% | -0.6% |
| VIG | Sell | VANGUARD SPECIALIZED FUNDSdiv app etf | $38,788,000 | -14.3% | 239,195 | -9.2% | 5.14% | -7.0% |
| SCHD | Sell | SCHWAB STRATEGIC TRus dividend eq | $32,072,000 | -18.1% | 406,544 | -16.0% | 4.25% | -11.1% |
| SPDW | Buy | SPDR INDEX SHS FDSportfolio devlpd | $25,407,000 | -1.3% | 741,162 | +5.0% | 3.36% | +7.0% |
| VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $25,394,000 | -5.2% | 234,328 | +1.5% | 3.36% | +2.8% |
| FNDF | Buy | SCHWAB STRATEGIC TRschwb fdt int lg | $22,620,000 | +18.7% | 701,621 | +19.7% | 3.00% | +28.7% |
| SPYG | Sell | SPDR SER TRprtflo s&p500 gw | $18,058,000 | -20.8% | 272,738 | -13.3% | 2.39% | -14.0% |
| MDYV | Buy | SPDR SER TRs&p 400 mdcp val | $17,266,000 | +0.7% | 245,327 | +1.7% | 2.29% | +9.2% |
| DON | Sell | WISDOMTREE TRus midcap divid | $16,668,000 | -10.3% | 375,227 | -10.4% | 2.21% | -2.7% |
| AVEM | Buy | AMERICAN CENTY ETF TRavantis emgmkt | $15,920,000 | +10.2% | 268,563 | +17.7% | 2.11% | +19.5% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $15,232,000 | -0.2% | 330,188 | +7.0% | 2.02% | +8.2% |
| VEA | Buy | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $14,973,000 | -3.8% | 311,743 | +2.2% | 1.98% | +4.3% |
| AFL | Sell | AFLAC INC | $14,405,000 | +10.2% | 223,720 | -0.1% | 1.91% | +19.5% |
| IJR | Sell | ISHARES TRcore s&p scp etf | $14,112,000 | -9.8% | 130,809 | -4.2% | 1.87% | -2.1% |
| New | WORLD GOLD TRspdr gld minis | $13,100,000 | – | 340,537 | +100.0% | 1.74% | – | |
| SPEM | Buy | SPDR INDEX SHS FDSportfolio emg mk | $12,428,000 | +15.6% | 321,632 | +24.2% | 1.65% | +25.4% |
| GNR | Sell | SPDR INDEX SHS FDSglb nat resrce | $12,012,000 | +15.7% | 191,340 | -0.6% | 1.59% | +25.5% |
| MDYG | Buy | SPDR SER TRs&p 400 mdcp grw | $11,303,000 | -8.1% | 152,312 | +0.9% | 1.50% | -0.3% |
| PRF | Sell | INVESCO EXCHANGE TRADED FD Tftse rafi 1000 | $11,294,000 | -6.9% | 66,103 | -6.5% | 1.50% | +0.9% |
| IAU | Sell | GOLD TRishares new | $11,136,000 | +3.6% | 302,370 | -2.1% | 1.48% | +12.3% |
| SPYV | Sell | SPDR SER TRprtflo s&p500 vl | $10,808,000 | -28.5% | 258,868 | -28.1% | 1.43% | -22.5% |
| FTCS | Sell | FIRST TR EXCHANGE-TRADED FDcap strength etf | $10,781,000 | -35.2% | 137,862 | -29.9% | 1.43% | -29.7% |
| MSFT | Sell | MICROSOFT CORP | $9,331,000 | -15.4% | 30,266 | -7.7% | 1.24% | -8.2% |
| VO | Sell | VANGUARD INDEX FDSmid cap etf | $9,022,000 | -20.4% | 37,933 | -14.7% | 1.20% | -13.7% |
| VIGI | Buy | VANGUARD WHITEHALL FDSintl dvd etf | $8,954,000 | +13.3% | 113,275 | +22.5% | 1.19% | +22.9% |
| DEM | Buy | WISDOMTREE TRemer mkt high fd | $8,711,000 | +3.2% | 199,063 | +2.2% | 1.15% | +11.9% |
| APG | Buy | API GROUP CORP | $8,213,000 | -18.3% | 390,554 | +0.1% | 1.09% | -11.4% |
| VV | Sell | VANGUARD INDEX FDSlarge cap etf | $7,894,000 | -19.6% | 37,863 | -14.8% | 1.05% | -12.8% |
| CF | Sell | CF INDS HLDGS INC | $7,672,000 | +38.5% | 74,443 | -4.9% | 1.02% | +50.3% |
| IDV | Buy | ISHARES TRintl sel div etf | $7,001,000 | +15.3% | 220,441 | +13.2% | 0.93% | +25.1% |
| AAPL | Sell | APPLE INC | $6,891,000 | -7.6% | 39,467 | -6.0% | 0.91% | +0.2% |
| IJK | Sell | ISHARES TRs&p mc 400gr etf | $6,714,000 | -13.4% | 86,886 | -4.4% | 0.89% | -6.1% |
| JPST | Buy | J P MORGAN EXCHANGE-TRADED Fultra shrt inc | $6,074,000 | +24.0% | 120,818 | +24.5% | 0.80% | +34.4% |
| JHEM | Sell | JOHN HANCOCK EXCHANGE TRADEDmultfctr emrng | $5,675,000 | -5.3% | 205,450 | -0.4% | 0.75% | +2.7% |
| DES | Sell | WISDOMTREE TRus smallcap divd | $5,672,000 | -30.8% | 177,961 | -28.7% | 0.75% | -25.0% |
| VOE | Sell | VANGUARD INDEX FDSmcap vl idxvip | $5,375,000 | -11.0% | 35,915 | -10.6% | 0.71% | -3.5% |
| IVV | Sell | ISHARES TRcore s&p500 etf | $5,371,000 | -23.9% | 11,839 | -20.0% | 0.71% | -17.5% |
| IJJ | Sell | ISHARES TRs&p mc 400vl etf | $4,956,000 | -3.1% | 45,206 | -2.2% | 0.66% | +5.0% |
| SPSM | Sell | SPDR SER TRportfolio s&p600 | $4,606,000 | -16.6% | 109,479 | -11.5% | 0.61% | -9.6% |
| INFL | Buy | LISTED FD TRhorizon kinetics | $4,332,000 | +32.3% | 130,037 | +23.9% | 0.57% | +43.5% |
| SPMD | Sell | SPDR SER TRportfolio s&p400 | $4,328,000 | -13.6% | 91,783 | -8.9% | 0.57% | -6.4% |
| GGG | Sell | GRACO INC | $3,837,000 | -13.6% | 55,041 | -0.1% | 0.51% | -6.3% |
| INTC | Buy | INTEL CORP | $3,803,000 | -3.6% | 76,729 | +0.1% | 0.50% | +4.6% |
| VEU | Sell | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $3,765,000 | -9.4% | 65,382 | -3.6% | 0.50% | -1.8% |
| MDT | Sell | MEDTRONIC PLC | $3,673,000 | +5.2% | 33,104 | -2.0% | 0.49% | +13.8% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $3,551,000 | +11.0% | 10,063 | -5.9% | 0.47% | +20.2% |
| SLYV | Sell | SPDR SER TRs&p 600 smcp val | $3,007,000 | -25.4% | 36,089 | -24.1% | 0.40% | -19.1% |
| ESGD | Buy | ISHARES TResg aw msci eafe | $2,913,000 | +2.2% | 39,506 | +10.1% | 0.39% | +10.9% |
| AMZN | Sell | AMAZON COM INC | $2,856,000 | -3.3% | 876 | -1.1% | 0.38% | +4.7% |
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $2,811,000 | -8.0% | 12,347 | -2.4% | 0.37% | -0.3% |
| JMST | Buy | J P MORGAN EXCHANGE-TRADED Fultra sht muncpl | $2,677,000 | +275.5% | 52,858 | +278.4% | 0.36% | +308.0% |
| JHMM | Sell | JOHN HANCOCK EXCHANGE TRADEDmultifactor mi | $2,567,000 | -11.4% | 48,842 | -6.3% | 0.34% | -4.0% |
| AMAT | Sell | APPLIED MATLS INC | $2,563,000 | -24.8% | 19,444 | -10.2% | 0.34% | -18.5% |
| UNH | Sell | UNITEDHEALTH GROUP INC | $2,479,000 | -2.7% | 4,861 | -4.2% | 0.33% | +5.5% |
| JNJ | Sell | JOHNSON & JOHNSON | $2,432,000 | -1.2% | 13,725 | -4.6% | 0.32% | +7.0% |
| DIS | Buy | DISNEY WALT CO | $2,356,000 | -10.7% | 17,178 | +0.8% | 0.31% | -3.1% |
| VB | Sell | VANGUARD INDEX FDSsmall cp etf | $2,176,000 | -26.4% | 10,238 | -21.7% | 0.29% | -20.2% |
| IYLD | Sell | ISHARES TRmrngstr inc etf | $2,043,000 | -17.6% | 91,329 | -11.4% | 0.27% | -10.6% |
| SPLG | Sell | SPDR SER TRportfolio s&p500 | $2,034,000 | -34.8% | 38,291 | -31.5% | 0.27% | -29.4% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $2,018,000 | -12.1% | 726 | -8.4% | 0.27% | -5.0% |
| VGT | Sell | VANGUARD WORLD FDSinf tech etf | $2,006,000 | -15.9% | 4,817 | -7.5% | 0.27% | -8.6% |
| BBY | Sell | BEST BUY INC | $1,921,000 | -13.0% | 21,137 | -2.8% | 0.25% | -5.9% |
| MOTI | Buy | VANECK ETF TRUSTmrngstr int moat | $1,902,000 | +48.1% | 59,996 | +50.1% | 0.25% | +60.5% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $1,891,000 | -7.3% | 677 | -4.0% | 0.25% | +0.4% |
| PWV | Sell | INVESCO EXCHANGE TRADED FD Tdynmc lrg valu | $1,834,000 | -9.6% | 37,506 | -9.9% | 0.24% | -2.0% |
| ESGE | Buy | ISHARES INCesg awr msci em | $1,751,000 | +5.3% | 47,674 | +13.9% | 0.23% | +14.3% |
| ABT | Sell | ABBOTT LABS | $1,744,000 | -18.7% | 14,736 | -3.4% | 0.23% | -11.8% |
| VUG | Sell | VANGUARD INDEX FDSgrowth etf | $1,673,000 | -25.3% | 5,815 | -16.7% | 0.22% | -19.0% |
| ABBV | Sell | ABBVIE INC | $1,643,000 | +13.5% | 10,133 | -5.3% | 0.22% | +23.2% |
| QCOM | Sell | QUALCOMM INC | $1,608,000 | -16.5% | 10,521 | -0.0% | 0.21% | -9.4% |
| MCD | Sell | MCDONALDS CORP | $1,607,000 | -16.0% | 6,501 | -9.0% | 0.21% | -9.0% |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $1,587,000 | +17.4% | 3 | 0.0% | 0.21% | +27.3% | |
| NANR | Sell | SPDR INDEX SHS FDSs&p north amer | $1,561,000 | +21.2% | 26,909 | -8.0% | 0.21% | +31.8% |
| JPM | Sell | JPMORGAN CHASE & CO | $1,509,000 | -15.4% | 11,069 | -1.7% | 0.20% | -8.3% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $1,485,000 | -13.1% | 3,288 | -8.6% | 0.20% | -5.7% |
| ITM | Sell | VANECK ETF TRUSTintrmdt muni etf | $1,398,000 | -11.0% | 29,542 | -3.6% | 0.18% | -3.6% |
| IJT | Sell | ISHARES TRs&p sml 600 gwt | $1,364,000 | -14.5% | 10,900 | -5.2% | 0.18% | -7.2% |
| SCHW | Sell | SCHWAB CHARLES CORP | $1,338,000 | -1.0% | 15,873 | -1.2% | 0.18% | +7.3% |
| CSCO | Sell | CISCO SYS INC | $1,329,000 | -12.6% | 23,837 | -0.6% | 0.18% | -5.4% |
| JHSC | Sell | JOHN HANCOCK EXCHANGE TRADEDmultifactr sml | $1,280,000 | -30.5% | 37,328 | -26.5% | 0.17% | -24.4% |
| PG | Sell | PROCTER AND GAMBLE CO | $1,265,000 | -20.7% | 8,281 | -15.1% | 0.17% | -13.8% |
| VOT | Sell | VANGUARD INDEX FDSmcap gr idxvip | $1,255,000 | -17.0% | 5,634 | -5.1% | 0.17% | -10.3% |
| MUB | Buy | ISHARES TRnational mun etf | $1,187,000 | -0.7% | 10,824 | +5.3% | 0.16% | +7.5% |
| KO | Buy | COCA COLA CO | $1,161,000 | +6.9% | 18,732 | +2.1% | 0.15% | +15.8% |
| MMM | Buy | 3M CO | $1,152,000 | -15.3% | 7,739 | +1.0% | 0.15% | -7.8% |
| IVW | Sell | ISHARES TRs&p 500 grwt etf | $1,147,000 | -15.7% | 15,016 | -7.6% | 0.15% | -8.4% |
| XJH | Buy | ISHARES TResg scrd s&p mid | $1,124,000 | -4.3% | 30,735 | +1.7% | 0.15% | +4.2% |
| V | Sell | VISA INC | $1,097,000 | -0.4% | 4,948 | -2.6% | 0.14% | +8.2% |
| SUSA | Sell | ISHARES TRmsci usa esg slc | $1,005,000 | -27.1% | 10,383 | -20.0% | 0.13% | -20.8% |
| EAGG | Buy | ISHARES TResg awr us agrgt | $1,007,000 | +11.5% | 19,496 | +19.2% | 0.13% | +20.9% |
| GIS | Buy | GENERAL MLS INC | $999,000 | +1.2% | 14,749 | +0.7% | 0.13% | +9.1% |
| DE | Sell | DEERE & CO | $971,000 | +17.4% | 2,337 | -3.1% | 0.13% | +27.7% |
| RAFE | Sell | PIMCO EQUITY SERrafi esg us | $966,000 | -21.9% | 30,548 | -18.2% | 0.13% | -15.2% |
| NVS | Sell | NOVARTIS AGsponsored adr | $941,000 | -5.9% | 10,722 | -6.3% | 0.12% | +2.5% |
| IJS | Sell | ISHARES TRsp smcp600vl etf | $884,000 | -7.6% | 8,634 | -5.7% | 0.12% | 0.0% |
| HD | Sell | HOME DEPOT INC | $852,000 | -32.4% | 2,848 | -6.3% | 0.11% | -26.6% |
| ORCL | Sell | ORACLE CORP | $848,000 | -11.4% | 10,246 | -6.7% | 0.11% | -4.3% |
| ESGV | Sell | VANGUARD WORLD FDesg us stk etf | $840,000 | -12.4% | 10,366 | -5.0% | 0.11% | -5.1% |
| BAC | Sell | BK OF AMERICA CORP | $823,000 | -9.5% | 19,965 | -2.3% | 0.11% | -1.8% |
| PFE | Sell | PFIZER INC | $801,000 | -20.1% | 15,465 | -9.0% | 0.11% | -13.1% |
| MINT | Buy | PIMCO ETF TRenhan shrt ma ac | $803,000 | +30.8% | 8,020 | +32.6% | 0.11% | +41.3% |
| XOM | Sell | EXXON MOBIL CORP | $790,000 | +22.9% | 9,563 | -9.0% | 0.10% | +32.9% |
| CVX | Sell | CHEVRON CORP NEW | $788,000 | +27.1% | 4,842 | -8.4% | 0.10% | +36.8% |
| AVUV | Buy | AMERICAN CENTY ETF TRus sml cp valu | $778,000 | +37.5% | 9,746 | +37.2% | 0.10% | +49.3% |
| WFC | Sell | WELLS FARGO CO NEW | $773,000 | +0.1% | 15,954 | -0.9% | 0.10% | +8.5% |
| SUSB | Buy | ISHARES TResg awre 1 5 yr | $765,000 | +99.7% | 31,062 | +108.2% | 0.10% | +114.9% |
| TGT | Sell | TARGET CORP | $761,000 | -19.8% | 3,584 | -12.6% | 0.10% | -12.9% |
| AOA | Buy | ISHARES TRaggres alloc etf | $745,000 | +1.4% | 10,802 | +7.1% | 0.10% | +10.0% |
| NVO | NOVO-NORDISK A Sadr | $741,000 | -0.8% | 6,672 | 0.0% | 0.10% | +7.7% | |
| PEP | Buy | PEPSICO INC | $735,000 | +7.3% | 4,392 | +11.4% | 0.10% | +15.5% |
| TSLA | Buy | TESLA INC | $727,000 | +18.4% | 675 | +16.2% | 0.10% | +28.0% |
| MRK | Sell | MERCK & CO INC | $703,000 | +4.0% | 8,572 | -2.8% | 0.09% | +12.0% |
| CVS | Sell | CVS HEALTH CORP | $658,000 | -5.9% | 6,500 | -4.1% | 0.09% | +2.4% |
| ESML | Sell | ISHARES TResg aware msci | $649,000 | -23.6% | 17,057 | -19.0% | 0.09% | -17.3% |
| DSL | Sell | DOUBLELINE INCOME SOLUTIONS | $622,000 | -12.4% | 42,827 | -2.8% | 0.08% | -5.7% |
| ICLN | Buy | ISHARES TRgl clean ene etf | $621,000 | +45.8% | 28,853 | +43.4% | 0.08% | +57.7% |
| VTV | Sell | VANGUARD INDEX FDSvalue etf | $615,000 | -12.4% | 4,159 | -12.8% | 0.08% | -5.8% |
| BLK | Sell | BLACKROCK INC | $607,000 | -20.5% | 794 | -4.8% | 0.08% | -14.0% |
| GDX | Sell | VANECK ETF TRUSTgold miners etf | $607,000 | +17.6% | 15,832 | -1.7% | 0.08% | +27.0% |
| TRV | Sell | TRAVELERS COMPANIES INC | $596,000 | +14.8% | 3,262 | -1.8% | 0.08% | +25.4% |
| VTEB | Buy | VANGUARD MUN BD FDStax exempt bd | $573,000 | +9450.0% | 11,122 | +9656.1% | 0.08% | +7500.0% |
| MDY | Sell | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $528,000 | -13.2% | 1,077 | -8.3% | 0.07% | -5.4% |
| BMY | BRISTOL-MYERS SQUIBB CO | $522,000 | +17.0% | 7,146 | 0.0% | 0.07% | +27.8% | |
| VSGX | Buy | VANGUARD WORLD FDesg intl stk etf | $498,000 | -3.3% | 8,707 | +5.0% | 0.07% | +4.8% |
| ENB | Sell | ENBRIDGE INC | $496,000 | +10.0% | 10,753 | -6.9% | 0.07% | +20.0% |
| IWR | Sell | ISHARES TRrus mid cap etf | $493,000 | -12.4% | 6,315 | -6.9% | 0.06% | -5.8% |
| SUSC | Buy | ISHARES TResg awre usd etf | $485,000 | +97.2% | 19,284 | +113.8% | 0.06% | +113.3% |
| PSO | PEARSON PLCsponsored adr | $473,000 | +18.8% | 47,433 | 0.0% | 0.06% | +28.6% | |
| HON | Sell | HONEYWELL INTL INC | $469,000 | -11.3% | 2,411 | -5.0% | 0.06% | -4.6% |
| FAST | Sell | FASTENAL CO | $466,000 | -11.2% | 7,837 | -4.3% | 0.06% | -3.1% |
| WMT | Buy | WALMART INC | $462,000 | +6.2% | 3,105 | +3.3% | 0.06% | +15.1% |
| SLYG | Sell | SPDR SER TRs&p 600 smcp grw | $460,000 | -22.6% | 5,486 | -14.3% | 0.06% | -16.4% |
| NKE | Sell | NIKE INCcl b | $442,000 | -28.6% | 3,286 | -11.6% | 0.06% | -22.4% |
| EFA | Sell | ISHARES TRmsci eafe etf | $443,000 | -14.3% | 6,019 | -8.4% | 0.06% | -6.3% |
| AXP | Sell | AMERICAN EXPRESS CO | $438,000 | +12.0% | 2,341 | -2.2% | 0.06% | +20.8% |
| ACN | Sell | ACCENTURE PLC IRELAND | $434,000 | -22.2% | 1,288 | -4.4% | 0.06% | -16.2% |
| ALE | ALLETE INC | $434,000 | +0.9% | 6,486 | 0.0% | 0.06% | +7.5% | |
| CSX | Sell | CSX CORP | $425,000 | -5.1% | 11,350 | -4.7% | 0.06% | +1.8% |
| BK | Buy | BANK NEW YORK MELLON CORP | $383,000 | -14.5% | 7,708 | +0.0% | 0.05% | -7.3% |
| XLI | SELECT SECTOR SPDR TRsbi int-inds | $367,000 | -2.7% | 3,562 | 0.0% | 0.05% | +6.5% | |
| EMR | Buy | EMERSON ELEC CO | $369,000 | +5.7% | 3,759 | +0.2% | 0.05% | +14.0% |
| IWD | Sell | ISHARES TRrus 1000 val etf | $371,000 | -6.3% | 2,238 | -5.2% | 0.05% | +2.1% |
| GILD | Sell | GILEAD SCIENCES INC | $362,000 | -23.1% | 6,092 | -6.2% | 0.05% | -17.2% |
| K | KELLOGG CO | $361,000 | +0.3% | 5,596 | 0.0% | 0.05% | +9.1% | |
| CRM | Buy | SALESFORCE COM INC | $363,000 | -14.8% | 1,712 | +2.1% | 0.05% | -7.7% |
| CELC | CELCUITY INC | $356,000 | -29.1% | 38,091 | 0.0% | 0.05% | -23.0% | |
| USB | Sell | US BANCORP DEL | $357,000 | -46.3% | 6,721 | -43.2% | 0.05% | -42.0% |
| IWF | Sell | ISHARES TRrus 1000 grw etf | $346,000 | -11.1% | 1,246 | -2.0% | 0.05% | -4.2% |
| XLY | Sell | SELECT SECTOR SPDR TRsbi cons discr | $349,000 | -15.3% | 1,885 | -6.4% | 0.05% | -8.0% |
| BSX | BOSTON SCIENTIFIC CORP | $345,000 | +4.2% | 7,784 | 0.0% | 0.05% | +15.0% | |
| FB | Buy | META PLATFORMS INCcl a | $343,000 | -27.3% | 1,541 | +9.7% | 0.04% | -22.4% |
| COST | Buy | COSTCO WHSL CORP NEW | $334,000 | +1.8% | 580 | +0.3% | 0.04% | +10.0% |
| VOO | Buy | VANGUARD INDEX FDS | $326,000 | -1.2% | 786 | +4.0% | 0.04% | +7.5% |
| SMOG | VANECK ETF TRUSTlow carbn energy | $319,000 | -9.6% | 2,201 | 0.0% | 0.04% | -2.3% | |
| SPTM | Sell | SPDR SER TRportfoli s&p1500 | $318,000 | -19.9% | 5,728 | -15.7% | 0.04% | -12.5% |
| SBUX | Sell | STARBUCKS CORP | $317,000 | -23.1% | 3,486 | -1.1% | 0.04% | -16.0% |
| NVDA | Sell | NVIDIA CORPORATION | $310,000 | -7.5% | 1,135 | -0.4% | 0.04% | 0.0% |
| IEFA | Buy | ISHARES TRcore msci eafe | $308,000 | -4.0% | 4,429 | +3.1% | 0.04% | +5.1% |
| HTLF | HEARTLAND FINL USA INC | $304,000 | -5.3% | 6,351 | 0.0% | 0.04% | +2.6% | |
| XEL | Sell | XCEL ENERGY INC | $294,000 | +2.4% | 4,074 | -3.9% | 0.04% | +11.4% |
| DSI | ISHARES TRmsci kld400 soc | $291,000 | -6.7% | 3,358 | 0.0% | 0.04% | +2.6% | |
| ECL | Sell | ECOLAB INC | $295,000 | -25.9% | 1,668 | -1.6% | 0.04% | -20.4% |
| PSL | Sell | INVESCO EXCHANGE TRADED FD Tdwa staples | $270,000 | -14.0% | 3,149 | -8.3% | 0.04% | -5.3% |
| HSY | Sell | HERSHEY CO | $264,000 | -4.7% | 1,221 | -14.6% | 0.04% | +2.9% |
| BX | Buy | BLACKSTONE INC | $266,000 | +7.3% | 2,098 | +9.4% | 0.04% | +16.7% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $267,000 | +4.7% | 5,249 | +7.0% | 0.04% | +12.9% |
| GIM | Sell | TEMPLETON GLOBAL INCOME FD | $265,000 | -81.5% | 52,643 | -81.0% | 0.04% | -80.0% |
| VWOB | Buy | VANGUARD WHITEHALL FDSemerg mkt bd etf | $267,000 | +281.4% | 3,825 | +321.7% | 0.04% | +288.9% |
| MA | MASTERCARD INCORPORATEDcl a | $254,000 | -0.4% | 710 | 0.0% | 0.03% | +9.7% | |
| BIIB | Sell | BIOGEN INC | $257,000 | -14.0% | 1,221 | -2.0% | 0.03% | -8.1% |
| UNP | Sell | UNION PAC CORP | $260,000 | -1.5% | 952 | -9.1% | 0.03% | +6.2% |
| CMCSA | Sell | COMCAST CORP NEWcl a | $249,000 | -27.0% | 5,310 | -21.7% | 0.03% | -21.4% |
| NEM | Sell | NEWMONT CORP | $246,000 | -0.8% | 3,100 | -22.5% | 0.03% | +10.0% |
| TWO | Buy | TWO HBRS INVT CORP | $248,000 | +22.8% | 44,859 | +27.9% | 0.03% | +32.0% |
| DOL | WISDOMTREE TRintl lrgcap dv | $251,000 | -1.6% | 5,167 | 0.0% | 0.03% | +6.5% | |
| BA | Sell | BOEING CO | $243,000 | -11.0% | 1,269 | -6.3% | 0.03% | -3.0% |
| FTAI | Buy | FORTRESS TRANS INFRST INVS L | $245,000 | -9.6% | 9,499 | +1.3% | 0.03% | -3.0% |
| IEMG | Sell | ISHARES INCcore msci emkt | $224,000 | -63.6% | 4,039 | -60.7% | 0.03% | -60.0% |
| SLV | ISHARES SILVER TRishares | $229,000 | +6.5% | 10,013 | 0.0% | 0.03% | +15.4% | |
| WLTW | Sell | WILLIS TOWERS WATSON PLC LTD | $230,000 | -11.9% | 975 | -11.4% | 0.03% | -6.2% |
| XLV | SELECT SECTOR SPDR TRsbi healthcare | $227,000 | -2.6% | 1,655 | 0.0% | 0.03% | +7.1% | |
| IWM | ISHARES TRrussell 2000 etf | $211,000 | -7.9% | 1,028 | 0.0% | 0.03% | 0.0% | |
| ASML | Buy | ASML HOLDING N V | $211,000 | -12.1% | 316 | +4.6% | 0.03% | -3.4% |
| AZN | ASTRAZENECA PLCsponsored adr | $207,000 | +13.7% | 3,118 | 0.0% | 0.03% | +22.7% | |
| PRN | INVESCO EXCHANGE TRADED FD Tdwa indls mumt | $203,000 | -15.1% | 2,056 | 0.0% | 0.03% | -6.9% | |
| SNY | Sell | SANOFIsponsored adr | $206,000 | -6.8% | 4,012 | -9.1% | 0.03% | 0.0% |
| GLD | Sell | SPDR GOLD TR | $193,000 | -1.5% | 1,071 | -6.8% | 0.03% | +8.3% |
| BIL | Sell | SPDR SER TRbloomberg 1-3 mo | $187,000 | -20.8% | 2,050 | -20.6% | 0.02% | -13.8% |
| QQQ | Sell | INVESCO QQQ TRunit ser 1 | $186,000 | -13.9% | 514 | -5.3% | 0.02% | -3.8% |
| ADM | Sell | ARCHER DANIELS MIDLAND CO | $192,000 | +14.3% | 2,122 | -14.6% | 0.02% | +19.0% |
| BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $190,000 | -1.0% | 1,743 | +8.0% | 0.02% | +8.7% |
| SAP | Sell | SAP SEspon adr | $191,000 | -27.1% | 1,719 | -8.1% | 0.02% | -21.9% |
| LLY | LILLY ELI & CO | $180,000 | +4.0% | 628 | 0.0% | 0.02% | +14.3% | |
| BUD | Sell | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $175,000 | -1.1% | 2,921 | -0.3% | 0.02% | +4.5% |
| HBAN | Sell | HUNTINGTON BANCSHARES INC | $172,000 | -14.0% | 11,757 | -9.4% | 0.02% | -4.2% |
| TXN | Sell | TEXAS INSTRS INC | $171,000 | -10.0% | 931 | -7.7% | 0.02% | 0.0% |
| XJR | Buy | ISHARES TResg scrnd s&p sm | $174,000 | +38.1% | 4,583 | +48.4% | 0.02% | +53.3% |
| AOR | Buy | ISHARES TRgrwt allocat etf | $177,000 | +1.7% | 3,288 | +7.8% | 0.02% | +9.5% |
| WEC | WEC ENERGY GROUP INC | $163,000 | +3.2% | 1,632 | 0.0% | 0.02% | +15.8% | |
| AMGN | Sell | AMGEN INC | $166,000 | -12.6% | 688 | -18.5% | 0.02% | -4.3% |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC | $155,000 | -14.8% | 262 | -4.0% | 0.02% | -4.5% |
| EXC | Buy | EXELON CORP | $155,000 | -5.5% | 3,246 | +14.1% | 0.02% | +5.0% |
| HYFM | Buy | HYDROFARM HLDGS GROUP INC | $148,000 | -43.9% | 9,799 | +4.8% | 0.02% | -37.5% |
| RTX | Sell | RAYTHEON TECHNOLOGIES CORP | $154,000 | +4.1% | 1,554 | -9.7% | 0.02% | +11.1% |
| CI | Sell | CIGNA CORP NEW | $154,000 | -52.0% | 644 | -54.0% | 0.02% | -48.7% |
| PNC | Sell | PNC FINL SVCS GROUP INC | $143,000 | -16.9% | 773 | -9.7% | 0.02% | -9.5% |
| UPS | Sell | UNITED PARCEL SERVICE INCcl b | $145,000 | -12.1% | 678 | -12.1% | 0.02% | -5.0% |
| DAL | DELTA AIR LINES INC DEL | $136,000 | +0.7% | 3,444 | 0.0% | 0.02% | +12.5% | |
| DNP | DNP SELECT INCOME FD INC | $138,000 | +8.7% | 11,666 | 0.0% | 0.02% | +12.5% | |
| SPSC | SPS COMM INC | $126,000 | -8.0% | 960 | 0.0% | 0.02% | 0.0% | |
| CDNS | Sell | CADENCE DESIGN SYSTEM INC | $132,000 | -13.2% | 800 | -2.2% | 0.02% | -10.5% |
| PXD | Sell | PIONEER NAT RES CO | $124,000 | -10.8% | 494 | -35.4% | 0.02% | -5.9% |
| QCLN | Buy | FIRST TR EXCHANGE-TRADED FDnas clnedg green | $119,000 | +4.4% | 1,845 | +9.6% | 0.02% | +14.3% |
| BMO | BANK MONTREAL QUE | $118,000 | +9.3% | 1,000 | 0.0% | 0.02% | +23.1% | |
| FISV | FISERV INC | $113,000 | -2.6% | 1,114 | 0.0% | 0.02% | +7.1% | |
| MCO | Sell | MOODYS CORP | $110,000 | -21.4% | 325 | -9.2% | 0.02% | -11.8% |
| PSX | Sell | PHILLIPS 66 | $116,000 | +19.6% | 1,342 | -0.1% | 0.02% | +25.0% |
| COP | Sell | CONOCOPHILLIPS | $108,000 | +9.1% | 1,079 | -21.6% | 0.01% | +16.7% |
| ADP | Sell | AUTOMATIC DATA PROCESSING IN | $106,000 | -11.7% | 467 | -4.1% | 0.01% | -6.7% |
| EIX | EDISON INTL | $107,000 | +1.9% | 1,533 | 0.0% | 0.01% | +7.7% | |
| EEM | ISHARES TRmsci emg mkt etf | $102,000 | -7.3% | 2,259 | 0.0% | 0.01% | +7.7% | |
| IUSB | Sell | ISHARES TRcore total usd | $102,000 | -17.7% | 2,050 | -12.7% | 0.01% | -6.7% |
| RFV | INVESCO EXCHANGE TRADED FD Ts&p mdcp400 vl | $109,000 | -0.9% | 1,138 | 0.0% | 0.01% | +7.7% | |
| HPQ | HP INC | $109,000 | -3.5% | 3,004 | 0.0% | 0.01% | 0.0% | |
| T | Sell | AT&T INC | $106,000 | -4.5% | 4,470 | -0.5% | 0.01% | 0.0% |
| NEE | Sell | NEXTERA ENERGY INC | $106,000 | -24.3% | 1,250 | -16.7% | 0.01% | -17.6% |
| VXF | Buy | VANGUARD INDEX FDSextend mkt etf | $95,000 | +82.7% | 573 | +99.7% | 0.01% | +116.7% |
| ABC | AMERISOURCEBERGEN CORP | $91,000 | +16.7% | 588 | 0.0% | 0.01% | +20.0% | |
| GOLD | BARRICK GOLD CORP | $92,000 | +29.6% | 3,753 | 0.0% | 0.01% | +33.3% | |
| O | REALTY INCOME CORP | $89,000 | -3.3% | 1,290 | 0.0% | 0.01% | +9.1% | |
| OTTR | OTTER TAIL CORP | $88,000 | -12.0% | 1,404 | 0.0% | 0.01% | 0.0% | |
| SLB | Sell | SCHLUMBERGER LTD | $93,000 | +34.8% | 2,263 | -2.2% | 0.01% | +50.0% |
| TSM | Sell | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $94,000 | -15.3% | 902 | -2.5% | 0.01% | -14.3% |
| HSIC | HENRY SCHEIN INC | $87,000 | +11.5% | 1,000 | 0.0% | 0.01% | +20.0% | |
| STT | STATE STR CORP | $88,000 | -6.4% | 1,006 | 0.0% | 0.01% | +9.1% | |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $88,000 | +2.3% | 1,193 | 0.0% | 0.01% | +9.1% | |
| INFN | INFINERA CORP | $87,000 | -9.4% | 10,000 | 0.0% | 0.01% | 0.0% | |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS | $88,000 | -20.7% | 680 | -18.5% | 0.01% | -14.3% |
| VCSH | Sell | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $83,000 | -47.8% | 1,058 | -45.8% | 0.01% | -42.1% |
| GD | Buy | GENERAL DYNAMICS CORP | $84,000 | +16.7% | 350 | +1.7% | 0.01% | +22.2% |
| SJM | Buy | SMUCKER J M CO | $80,000 | +471.4% | 591 | +462.9% | 0.01% | +450.0% |
| CERN | CERNER CORP | $81,000 | 0.0% | 870 | 0.0% | 0.01% | +10.0% | |
| MPW | New | MEDICAL PPTYS TRUST INC | $85,000 | – | 4,000 | +100.0% | 0.01% | – |
| BEEM | New | BEAM GLOBAL | $82,000 | – | 4,000 | +100.0% | 0.01% | – |
| PSA | Sell | PUBLIC STORAGE | $86,000 | -36.8% | 221 | -39.1% | 0.01% | -35.3% |
| GS | GOLDMAN SACHS GROUP INC | $82,000 | -13.7% | 248 | 0.0% | 0.01% | -8.3% | |
| SYY | SYSCO CORP | $83,000 | +3.8% | 1,016 | 0.0% | 0.01% | +10.0% | |
| BWB | BRIDGEWATER BANCSHARES INC | $83,000 | -5.7% | 5,000 | 0.0% | 0.01% | 0.0% | |
| SCHF | Buy | SCHWAB STRATEGIC TRintl eqty etf | $83,000 | +93.0% | 2,250 | +102.0% | 0.01% | +120.0% |
| L | LOEWS CORP | $78,000 | +13.0% | 1,200 | 0.0% | 0.01% | +25.0% | |
| CAT | Buy | CATERPILLAR INC | $72,000 | +9.1% | 323 | +1.3% | 0.01% | +25.0% |
| CB | Sell | CHUBB LIMITED | $79,000 | -44.4% | 368 | -49.9% | 0.01% | -41.2% |
| A | AGILENT TECHNOLOGIES INC | $77,000 | -17.2% | 582 | 0.0% | 0.01% | -9.1% | |
| YUM | Sell | YUM BRANDS INC | $74,000 | -16.9% | 620 | -3.6% | 0.01% | -9.1% |
| ARKK | ARK ETF TRinnovation etf | $67,000 | -30.2% | 1,012 | 0.0% | 0.01% | -25.0% | |
| VBR | Sell | VANGUARD INDEX FDSsm cp val etf | $65,000 | -39.8% | 367 | -39.0% | 0.01% | -30.8% |
| Sell | GENERAL ELECTRIC CO | $66,000 | -2.9% | 716 | -0.4% | 0.01% | +12.5% | |
| BDX | Buy | BECTON DICKINSON & CO | $67,000 | +8.1% | 250 | +1.6% | 0.01% | +12.5% |
| IBMK | ISHARES TRibonds dec2022 | $67,000 | 0.0% | 2,577 | 0.0% | 0.01% | +12.5% | |
| USMV | Sell | ISHARES TRmsci usa min vol | $66,000 | -13.2% | 850 | -9.9% | 0.01% | 0.0% |
| ADRE | INVESCO ACTIVELY MANAGED ETFemgring mkts50 | $65,000 | -4.4% | 1,478 | 0.0% | 0.01% | +12.5% | |
| GUNR | New | FLEXSHARES TRmornstar upstr | $66,000 | – | 1,406 | +100.0% | 0.01% | – |
| VTIP | VANGUARD MALVERN FDSstrm infproidx | $68,000 | 0.0% | 1,328 | 0.0% | 0.01% | +12.5% | |
| VBK | Sell | VANGUARD INDEX FDSsml cp grw etf | $67,000 | -33.0% | 270 | -23.7% | 0.01% | -25.0% |
| FSP | FRANKLIN STR PPTYS CORP | $59,000 | -1.7% | 10,021 | 0.0% | 0.01% | +14.3% | |
| AWK | AMERICAN WTR WKS CO INC NEW | $61,000 | -11.6% | 367 | 0.0% | 0.01% | 0.0% | |
| CAH | Sell | CARDINAL HEALTH INC | $57,000 | -26.0% | 1,000 | -33.3% | 0.01% | -11.1% |
| BAM | Sell | BROOKFIELD ASSET MGMT INCcl a ltd vt sh | $62,000 | -7.5% | 1,099 | -1.6% | 0.01% | 0.0% |
| LMT | Sell | LOCKHEED MARTIN CORP | $64,000 | +16.4% | 144 | -6.5% | 0.01% | +14.3% |
| DBL | Buy | DOUBLELINE OPPORTUNISTIC CR | $60,000 | +39.5% | 3,568 | +57.4% | 0.01% | +60.0% |
| PEG | PUBLIC SVC ENTERPRISE GRP IN | $61,000 | +5.2% | 872 | 0.0% | 0.01% | +14.3% | |
| VDC | VANGUARD WORLD FDSconsum stp etf | $60,000 | -1.6% | 307 | 0.0% | 0.01% | +14.3% | |
| New | CONSTELLATION ENERGY CORP | $61,000 | – | 1,080 | +100.0% | 0.01% | – | |
| DOW | Sell | DOW INC | $59,000 | +13.5% | 923 | -0.1% | 0.01% | +33.3% |
| PII | POLARIS INC | $53,000 | -3.6% | 500 | 0.0% | 0.01% | 0.0% | |
| FNV | FRANCO NEV CORP | $56,000 | +16.7% | 350 | 0.0% | 0.01% | +16.7% | |
| WBA | WALGREENS BOOTS ALLIANCE INC | $51,000 | -15.0% | 1,142 | 0.0% | 0.01% | 0.0% | |
| BHK | BLACKROCK CORE BD TR | $56,000 | -21.1% | 4,292 | 0.0% | 0.01% | -22.2% | |
| VXUS | Sell | VANGUARD STAR FDSvg tl intl stk f | $50,000 | -7.4% | 839 | -1.6% | 0.01% | 0.0% |
| GSK | Sell | GLAXOSMITHKLINE PLCsponsored adr | $52,000 | -7.1% | 1,182 | -6.9% | 0.01% | 0.0% |
| C | CITIGROUP INC | $52,000 | -10.3% | 966 | 0.0% | 0.01% | 0.0% | |
| NOC | NORTHROP GRUMMAN CORP | $56,000 | +16.7% | 125 | 0.0% | 0.01% | +16.7% | |
| EW | Sell | EDWARDS LIFESCIENCES CORP | $53,000 | -13.1% | 450 | -4.1% | 0.01% | 0.0% |
| CSM | Buy | PROSHARES TRlarge cap cre | $55,000 | -3.5% | 1,023 | +100.6% | 0.01% | 0.0% |
| PYPL | Sell | PAYPAL HLDGS INC | $56,000 | -47.7% | 488 | -13.8% | 0.01% | -46.2% |
| AGG | Buy | ISHARES TRcore us aggbd et | $50,000 | +900.0% | 466 | +935.6% | 0.01% | +600.0% |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $51,000 | +2.0% | 395 | 0.0% | 0.01% | +16.7% | |
| XLK | Sell | SELECT SECTOR SPDR TRtechnology | $48,000 | -42.2% | 301 | -37.3% | 0.01% | -40.0% |
| TT | TRANE TECHNOLOGIES PLC | $47,000 | -24.2% | 307 | 0.0% | 0.01% | -25.0% | |
| DHR | Sell | DANAHER CORPORATION | $47,000 | -19.0% | 159 | -10.2% | 0.01% | -14.3% |
| DGRO | Sell | ISHARES TRcore div grwth | $43,000 | -61.3% | 808 | -59.7% | 0.01% | -57.1% |
| QUAL | ISHARES TRmsci usa qlt fct | $43,000 | -8.5% | 323 | 0.0% | 0.01% | 0.0% | |
| ITW | Sell | ILLINOIS TOOL WKS INC | $47,000 | -19.0% | 226 | -3.0% | 0.01% | -14.3% |
| JCI | Sell | JOHNSON CTLS INTL PLC | $48,000 | -37.7% | 733 | -22.9% | 0.01% | -33.3% |
| SCZ | ISHARES TReafe sml cp etf | $49,000 | -9.3% | 740 | 0.0% | 0.01% | -14.3% | |
| CNSL | CONSOLIDATED COMM HLDGS INC | $42,000 | -22.2% | 7,184 | 0.0% | 0.01% | -14.3% | |
| VLO | VALERO ENERGY CORP | $46,000 | +35.3% | 453 | 0.0% | 0.01% | +50.0% | |
| IVE | ISHARES TRs&p 500 val etf | $45,000 | 0.0% | 287 | 0.0% | 0.01% | +20.0% | |
| HPE | HEWLETT PACKARD ENTERPRISE C | $48,000 | +4.3% | 2,891 | 0.0% | 0.01% | 0.0% | |
| IWP | Sell | ISHARES TRrus md cp gr etf | $43,000 | -37.7% | 430 | -28.2% | 0.01% | -25.0% |
| AOM | Buy | ISHARES TRmodert alloc etf | $48,000 | -4.0% | 1,115 | +0.9% | 0.01% | 0.0% |
| SYK | Sell | STRYKER CORPORATION | $43,000 | -8.5% | 160 | -8.6% | 0.01% | 0.0% |
| EFG | Sell | ISHARES TReafe grwth etf | $46,000 | -47.1% | 480 | -39.4% | 0.01% | -45.5% |
| FNDX | Sell | SCHWAB STRATEGIC TRschwab fdt us lg | $48,000 | -17.2% | 813 | -17.4% | 0.01% | -14.3% |
| BATH & BODY WORKS INC | $48,000 | -31.4% | 1,000 | 0.0% | 0.01% | -33.3% | ||
| FSLR | FIRST SOLAR INC | $42,000 | -4.5% | 500 | 0.0% | 0.01% | +20.0% | |
| HZNP | HORIZON THERAPEUTICS PUB L | $42,000 | -2.3% | 400 | 0.0% | 0.01% | +20.0% | |
| BFB | BROWN FORMAN CORPcl b | $43,000 | -8.5% | 647 | 0.0% | 0.01% | 0.0% | |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $46,000 | -23.3% | 291 | 0.0% | 0.01% | -14.3% | |
| APD | AIR PRODS & CHEMS INC | $46,000 | -19.3% | 186 | 0.0% | 0.01% | -14.3% | |
| WELL | WELLTOWER INC | $45,000 | +12.5% | 466 | 0.0% | 0.01% | +20.0% | |
| IYR | ISHARES TRu.s. real es etf | $40,000 | -4.8% | 365 | 0.0% | 0.01% | 0.0% | |
| BFA | BROWN FORMAN CORPcl a | $37,000 | -7.5% | 590 | 0.0% | 0.01% | 0.0% | |
| CARR | CARRIER GLOBAL CORPORATION | $36,000 | -16.3% | 792 | 0.0% | 0.01% | 0.0% | |
| STZ | Sell | CONSTELLATION BRANDS INCcl a | $37,000 | -21.3% | 162 | -13.4% | 0.01% | -16.7% |
| AMD | Buy | ADVANCED MICRO DEVICES INC | $34,000 | +54.5% | 314 | +109.3% | 0.01% | +66.7% |
| VTR | VENTAS INC | $35,000 | +20.7% | 573 | 0.0% | 0.01% | +25.0% | |
| VPU | VANGUARD WORLD FDSutilities etf | $39,000 | +2.6% | 244 | 0.0% | 0.01% | 0.0% | |
| D | Buy | DOMINION ENERGY INC | $36,000 | +12.5% | 426 | +3.9% | 0.01% | +25.0% |
| EPD | ENTERPRISE PRODS PARTNERS L | $34,000 | +17.2% | 1,323 | 0.0% | 0.01% | +25.0% | |
| FNB | F N B CORP | $37,000 | +2.8% | 3,000 | 0.0% | 0.01% | +25.0% | |
| FDX | Buy | FEDEX CORP | $36,000 | -7.7% | 156 | +2.6% | 0.01% | 0.0% |
| GPMT | GRANITE PT MTG TR INC | $34,000 | -5.6% | 3,099 | 0.0% | 0.01% | +25.0% | |
| SWK | STANLEY BLACK & DECKER INC | $39,000 | -25.0% | 277 | 0.0% | 0.01% | -16.7% | |
| CEF | SPROTT PHYSICAL GOLD & SILVEtr unit | $35,000 | +9.4% | 1,810 | 0.0% | 0.01% | +25.0% | |
| PHO | INVESCO EXCHANGE TRADED FD Twater res etf | $39,000 | -13.3% | 744 | 0.0% | 0.01% | 0.0% | |
| SEE | Sell | SEALED AIR CORP NEW | $34,000 | -5.6% | 503 | -5.8% | 0.01% | +25.0% |
| IWV | ISHARES TRrussell 3000 etf | $38,000 | -7.3% | 146 | 0.0% | 0.01% | 0.0% | |
| MSI | MOTOROLA SOLUTIONS INC | $37,000 | -11.9% | 153 | 0.0% | 0.01% | 0.0% | |
| AEP | Sell | AMERICAN ELEC PWR CO INC | $34,000 | -24.4% | 339 | -33.4% | 0.01% | 0.0% |
| JACK | JACK IN THE BOX INC | $37,000 | +5.7% | 400 | 0.0% | 0.01% | +25.0% | |
| KMB | Sell | KIMBERLY-CLARK CORP | $39,000 | -38.1% | 318 | -28.1% | 0.01% | -37.5% |
| LHX | L3HARRIS TECHNOLOGIES INC | $36,000 | +20.0% | 143 | 0.0% | 0.01% | +25.0% | |
| AMP | Sell | AMERIPRISE FINL INC | $41,000 | -6.8% | 137 | -6.2% | 0.01% | 0.0% |
| SPAB | Sell | SPDR SER TRportfolio agrgte | $34,000 | -12.8% | 1,219 | -6.3% | 0.01% | 0.0% |
| MET | Sell | METLIFE INC | $34,000 | +3.0% | 482 | -8.2% | 0.01% | +25.0% |
| MDLZ | Sell | MONDELEZ INTL INCcl a | $39,000 | -18.8% | 623 | -14.8% | 0.01% | -16.7% |
| TJX | Sell | TJX COS INC NEW | $27,000 | -54.2% | 449 | -42.4% | 0.00% | -42.9% |
| MOS | MOSAIC CO NEW | $33,000 | +65.0% | 500 | 0.0% | 0.00% | +100.0% | |
| GDXJ | VANECK ETF TRUSTjunior gold mine | $28,000 | +12.0% | 600 | 0.0% | 0.00% | +33.3% | |
| WMB | Sell | WILLIAMS COS INC | $33,000 | +6.5% | 980 | -16.9% | 0.00% | 0.0% |
| BKNG | Buy | BOOKING HOLDINGS INC | $33,000 | +6.5% | 14 | +7.7% | 0.00% | 0.0% |
| ARKX | ARK ETF TRark space expl | $27,000 | -3.6% | 1,500 | 0.0% | 0.00% | +33.3% | |
| DTN | Sell | WISDOMTREE TRus ai enhanced | $29,000 | -84.0% | 295 | -83.5% | 0.00% | -81.8% |
| SO | Sell | SOUTHERN CO | $32,000 | -34.7% | 437 | -39.1% | 0.00% | -33.3% |
| GLW | Sell | CORNING INC | $30,000 | -18.9% | 800 | -20.0% | 0.00% | -20.0% |
| ATVI | ACTIVISION BLIZZARD INC | $32,000 | +18.5% | 400 | 0.0% | 0.00% | +33.3% | |
| SQ | Buy | BLOCK INCcl a | $27,000 | +170.0% | 197 | +223.0% | 0.00% | +300.0% |
| RQI | COHEN & STEERS QUALITY INCOM | $32,000 | -8.6% | 1,900 | 0.0% | 0.00% | 0.0% | |
| TROW | Sell | PRICE T ROWE GROUP INC | $29,000 | -69.1% | 195 | -59.1% | 0.00% | -63.6% |
| NVG | NUVEEN AMT FREE MUN CR INC F | $27,000 | -18.2% | 1,843 | 0.0% | 0.00% | 0.0% | |
| PANW | Buy | PALO ALTO NETWORKS INC | $31,000 | +933.3% | 50 | +900.0% | 0.00% | – |
| BEP | BROOKFIELD RENEWABLE PARTNERpartnership unit | $31,000 | +14.8% | 750 | 0.0% | 0.00% | +33.3% | |
| ETN | Sell | EATON CORP PLC | $28,000 | -15.2% | 186 | -2.1% | 0.00% | 0.0% |
| New | SHELL PLCspon ads | $29,000 | – | 524 | +100.0% | 0.00% | – | |
| CNP | CENTERPOINT ENERGY INC | $29,000 | +7.4% | 958 | 0.0% | 0.00% | +33.3% | |
| GM | GENERAL MTRS CO | $30,000 | -26.8% | 693 | 0.0% | 0.00% | -20.0% | |
| CCL | Sell | CARNIVAL CORP | $33,000 | -5.7% | 1,650 | -5.7% | 0.00% | 0.0% |
| IGSB | ISHARES TR | $31,000 | -6.1% | 605 | 0.0% | 0.00% | 0.0% | |
| AMT | Sell | AMERICAN TOWER CORP NEW | $27,000 | -25.0% | 108 | -11.5% | 0.00% | 0.0% |
| EWJ | ISHARES INCmsci jpn etf new | $27,000 | -6.9% | 431 | 0.0% | 0.00% | 0.0% | |
| DIGITAL WORLD ACQUISITION CO | $29,000 | +26.1% | 442 | 0.0% | 0.00% | +33.3% | ||
| DVN | Buy | DEVON ENERGY CORP NEW | $29,000 | +383.3% | 498 | +274.4% | 0.00% | +300.0% |
| ISTB | ISHARES TRcore 1 5 yr usd | $31,000 | -6.1% | 645 | 0.0% | 0.00% | 0.0% | |
| TAN | INVESCO EXCH TRADED FD TR IIsolar etf | $31,000 | -3.1% | 412 | 0.0% | 0.00% | 0.0% | |
| CNC | CENTENE CORP DEL | $21,000 | +5.0% | 244 | 0.0% | 0.00% | +50.0% | |
| WPC | Sell | WP CAREY INC | $24,000 | -54.7% | 300 | -53.3% | 0.00% | -50.0% |
| CMS | CMS ENERGY CORP | $21,000 | +5.0% | 300 | 0.0% | 0.00% | +50.0% | |
| CME | Buy | CME GROUP INC | $19,000 | +5.6% | 81 | +3.8% | 0.00% | +50.0% |
| WM | WASTE MGMT INC DEL | $23,000 | -4.2% | 144 | 0.0% | 0.00% | 0.0% | |
| WU | WESTERN UN CO | $21,000 | +5.0% | 1,099 | 0.0% | 0.00% | +50.0% | |
| WPM | WHEATON PRECIOUS METALS CORP | $24,000 | +14.3% | 500 | 0.0% | 0.00% | 0.0% | |
| YUMC | YUM CHINA HLDGS INC | $22,000 | -15.4% | 531 | 0.0% | 0.00% | 0.0% | |
| BAX | BAXTER INTL INC | $26,000 | -7.1% | 331 | 0.0% | 0.00% | 0.0% | |
| MPC | Buy | MARATHON PETE CORP | $19,000 | +46.2% | 225 | +12.5% | 0.00% | +50.0% |
| MKL | Sell | MARKEL CORP | $22,000 | 0.0% | 15 | -16.7% | 0.00% | 0.0% |
| PGR | Sell | PROGRESSIVE CORP | $19,000 | -17.4% | 168 | -26.3% | 0.00% | 0.0% |
| MKC | MCCORMICK & CO INC | $25,000 | +4.2% | 250 | 0.0% | 0.00% | 0.0% | |
| AMCR | AMCOR PLCord | $24,000 | -7.7% | 2,132 | 0.0% | 0.00% | 0.0% | |
| OTIS | OTIS WORLDWIDE CORP | $19,000 | -13.6% | 253 | 0.0% | 0.00% | 0.0% | |
| PID | INVESCO EXCHANGE TRADED FD Tintl divi achi | $20,000 | +5.3% | 1,025 | 0.0% | 0.00% | +50.0% | |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $20,000 | -9.1% | 2,841 | 0.0% | 0.00% | 0.0% | |
| RGLD | ROYAL GOLD INC | $21,000 | +31.2% | 150 | 0.0% | 0.00% | +50.0% | |
| DVY | ISHARES TRselect divid etf | $19,000 | +5.6% | 150 | 0.0% | 0.00% | +50.0% | |
| SCHV | Sell | SCHWAB STRATEGIC TRus lcap va etf | $19,000 | -13.6% | 270 | -9.7% | 0.00% | 0.0% |
| ILCG | New | ISHARES TRmorningstar grwt | $21,000 | – | 329 | +100.0% | 0.00% | – |
| EWC | ISHARES INCmsci cda etf | $20,000 | +5.3% | 505 | 0.0% | 0.00% | +50.0% | |
| APA | APA CORPORATION | $20,000 | +53.8% | 481 | 0.0% | 0.00% | +50.0% | |
| SHW | Sell | SHERWIN WILLIAMS CO | $25,000 | -52.8% | 100 | -33.8% | 0.00% | -50.0% |
| XT | ISHARES TRexponential tech | $24,000 | -7.7% | 400 | 0.0% | 0.00% | 0.0% | |
| SGFY | SIGNIFY HEALTH INC | $22,000 | +29.4% | 1,200 | 0.0% | 0.00% | +50.0% | |
| HRL | HORMEL FOODS CORP | $22,000 | +4.8% | 430 | 0.0% | 0.00% | 0.0% | |
| NXPI | Sell | NXP SEMICONDUCTORS N V | $24,000 | -20.0% | 127 | -3.8% | 0.00% | -25.0% |
| TEVA | Sell | TEVA PHARMACEUTICAL INDS LTDsponsored ads | $19,000 | -17.4% | 2,000 | -31.0% | 0.00% | 0.0% |
| SCHG | Buy | SCHWAB STRATEGIC TRus lcap gr etf | $22,000 | -18.5% | 296 | +82.7% | 0.00% | 0.0% |
| GAM | New | GENERAL AMERN INVS CO INC | $24,000 | – | 559 | +100.0% | 0.00% | – |
| TTC | TORO CO | $23,000 | -11.5% | 264 | 0.0% | 0.00% | 0.0% | |
| SCHB | Buy | SCHWAB STRATEGIC TRus brd mkt etf | $23,000 | -4.2% | 424 | +96.3% | 0.00% | 0.0% |
| U | Sell | UNITY SOFTWARE INC | $20,000 | -57.4% | 200 | -38.8% | 0.00% | -50.0% |
| FAN | FIRST TR EXCHANGE-TRADED FDgbl wnd enrg etf | $21,000 | 0.0% | 1,047 | 0.0% | 0.00% | 0.0% | |
| OKE | Buy | ONEOK INC NEW | $26,000 | +30.0% | 373 | +11.7% | 0.00% | +50.0% |
| FVD | Buy | FIRST TR VALUE LINE DIVID IN | $21,000 | +50.0% | 486 | +44.6% | 0.00% | +50.0% |
| ALB | Buy | ALBEMARLE CORP | $19,000 | 0.0% | 85 | +6.2% | 0.00% | +50.0% |
| DD | DUPONT DE NEMOURS INC | $24,000 | -7.7% | 323 | 0.0% | 0.00% | 0.0% | |
| DUK | Buy | DUKE ENERGY CORP NEW | $22,000 | +22.2% | 200 | +19.0% | 0.00% | +50.0% |
| DG | DOLLAR GEN CORP NEW | $21,000 | -8.7% | 96 | 0.0% | 0.00% | 0.0% | |
| ERX | New | DIREXION SHS ETF TRdly enrgy bull2x | $24,000 | – | 436 | +100.0% | 0.00% | – |
| DFAC | DIMENSIONAL ETF TRUSTus core equity 2 | $24,000 | -4.0% | 859 | 0.0% | 0.00% | 0.0% | |
| DBRG | Sell | DIGITALBRIDGE GROUP INC | $26,000 | -60.0% | 3,618 | -53.9% | 0.00% | -62.5% |
| NTR | Sell | NUTRIEN LTD | $24,000 | +9.1% | 232 | -20.0% | 0.00% | 0.0% |
| LIN | Buy | LINDE PLC | $23,000 | 0.0% | 71 | +7.6% | 0.00% | 0.0% |
| KGC | KINROSS GOLD CORP | $20,000 | +5.3% | 3,350 | 0.0% | 0.00% | +50.0% | |
| KWEB | KRANESHARES TRcsi chi internet | $24,000 | -22.6% | 850 | 0.0% | 0.00% | -25.0% | |
| LRCX | Sell | LAM RESEARCH CORP | $19,000 | -34.5% | 36 | -12.2% | 0.00% | -25.0% |
| EL | LAUDER ESTEE COS INCcl a | $22,000 | -26.7% | 80 | 0.0% | 0.00% | -25.0% | |
| STIP | ISHARES TR0-5 yr tips etf | $16,000 | -5.9% | 156 | 0.0% | 0.00% | 0.0% | |
| SDOG | Buy | ALPS ETF TRsectr div dogs | $12,000 | +300.0% | 225 | +301.8% | 0.00% | – |
| MO | Sell | ALTRIA GROUP INC | $12,000 | -60.0% | 225 | -64.5% | 0.00% | -50.0% |
| AAL | AMERICAN AIRLS GROUP INC | $18,000 | 0.0% | 1,000 | 0.0% | 0.00% | 0.0% | |
| BP | BP PLCsponsored adr | $18,000 | +12.5% | 596 | 0.0% | 0.00% | 0.0% | |
| MPV | BARINGS PARTN INVSsh ben int | $13,000 | -7.1% | 953 | 0.0% | 0.00% | 0.0% | |
| BST | New | BLACKROCK SCIENCE & TECHNOLO | $16,000 | – | 359 | +100.0% | 0.00% | – |
| BWA | BORGWARNER INC | $12,000 | -14.3% | 305 | 0.0% | 0.00% | 0.0% | |
| AVGO | Sell | BROADCOM INC | $17,000 | -45.2% | 27 | -42.6% | 0.00% | -50.0% |
| CP | CANADIAN PAC RY LTD | $17,000 | +13.3% | 209 | 0.0% | 0.00% | 0.0% | |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIOcl a | $13,000 | 0.0% | 142 | 0.0% | 0.00% | 0.0% | |
| CL | COLGATE PALMOLIVE CO | $13,000 | -13.3% | 177 | 0.0% | 0.00% | 0.0% | |
| CAG | Sell | CONAGRA BRANDS INC | $14,000 | -30.0% | 413 | -29.0% | 0.00% | 0.0% |
| CVET | COVETRUS INC | $13,000 | -18.8% | 800 | 0.0% | 0.00% | 0.0% | |
| CRY | ARTIVION INC | $18,000 | +5.9% | 850 | 0.0% | 0.00% | 0.0% | |
| CMI | CUMMINS INC | $12,000 | -7.7% | 59 | 0.0% | 0.00% | 0.0% | |
| DHI | D R HORTON INC | $15,000 | -28.6% | 197 | 0.0% | 0.00% | -33.3% | |
| DFUS | Sell | DIMENSIONAL ETF TRUSTus equity etf | $12,000 | -33.3% | 246 | -29.3% | 0.00% | 0.0% |
| DOV | DOVER CORP | $13,000 | -18.8% | 86 | 0.0% | 0.00% | 0.0% | |
| HACK | Sell | ETF MANAGERS TRprime cybr scrty | $12,000 | -47.8% | 200 | -46.7% | 0.00% | -33.3% |
| MJ | Sell | ETF MANAGERS TRetfmg altr hrvst | $14,000 | -12.5% | 1,390 | -1.4% | 0.00% | 0.0% |
| EQIX | Sell | EQUINIX INC | $18,000 | -18.2% | 24 | -7.7% | 0.00% | -33.3% |
| EXPD | EXPEDITORS INTL WASH INC | $14,000 | -22.2% | 133 | 0.0% | 0.00% | 0.0% | |
| IT | GARTNER INC | $15,000 | -11.8% | 52 | 0.0% | 0.00% | 0.0% | |
| GEL | GENESIS ENERGY L Punit ltd partn | $12,000 | +9.1% | 1,000 | 0.0% | 0.00% | +100.0% | |
| GPC | Sell | GENUINE PARTS CO | $13,000 | -56.7% | 105 | -50.9% | 0.00% | -50.0% |
| GPN | GLOBAL PMTS INC | $14,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| GWRE | Sell | GUIDEWIRE SOFTWARE INC | $14,000 | -22.2% | 150 | -7.4% | 0.00% | 0.0% |
| INTU | Sell | INTUIT | $15,000 | -40.0% | 32 | -17.9% | 0.00% | -33.3% |
| PWC | INVESCO EXCHANGE TRADED FD Tdynmc mkt etf | $14,000 | -6.7% | 120 | 0.0% | 0.00% | 0.0% | |
| SPLV | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $16,000 | -5.9% | 243 | 0.0% | 0.00% | 0.0% | |
| IWO | ISHARES TRrus 2000 grw etf | $16,000 | -11.1% | 62 | 0.0% | 0.00% | 0.0% | |
| AOK | Buy | ISHARES TRconser alloc etf | $14,000 | -6.7% | 377 | +0.5% | 0.00% | 0.0% |
| ESGU | Sell | ISHARES TResg awr msci usa | $15,000 | -83.1% | 150 | -81.8% | 0.00% | -81.8% |
| EAOA | Buy | ISHARES TResg aware aggrsv | $18,000 | +100.0% | 548 | +104.5% | 0.00% | +100.0% |
| AMJ | JPMORGAN CHASE & COalerian ml etn | $13,000 | +18.2% | 639 | 0.0% | 0.00% | +100.0% | |
| KLAC | New | KLA CORP | $14,000 | – | 38 | +100.0% | 0.00% | – |
| LPX | New | LOUISIANA PAC CORP | $18,000 | – | 293 | +100.0% | 0.00% | – |
| LOW | Sell | LOWES COS INC | $16,000 | -71.4% | 79 | -63.4% | 0.00% | -71.4% |
| MTB | Buy | M & T BK CORP | $14,000 | +16.7% | 85 | +7.6% | 0.00% | +100.0% |
| MMC | MARSH & MCLENNAN COS INC | $17,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| MCK | MCKESSON CORP | $17,000 | +30.8% | 54 | 0.0% | 0.00% | 0.0% | |
| MXF | MEXICO FD INC | $17,000 | +6.2% | 1,017 | 0.0% | 0.00% | 0.0% | |
| MCHP | MICROCHIP TECHNOLOGY INC. | $15,000 | -16.7% | 205 | 0.0% | 0.00% | 0.0% | |
| NPK | NATIONAL PRESTO INDS INC | $12,000 | 0.0% | 150 | 0.0% | 0.00% | +100.0% | |
| NNN | NATIONAL RETAIL PROPERTIES I | $13,000 | 0.0% | 279 | 0.0% | 0.00% | 0.0% | |
| OGN | Sell | ORGANON & CO | $17,000 | 0.0% | 476 | -12.7% | 0.00% | 0.0% |
| PSQ | New | PROSHARES TRshort qqq new | $16,000 | – | 1,413 | +100.0% | 0.00% | – |
| ROK | ROCKWELL AUTOMATION INC | $14,000 | -22.2% | 51 | 0.0% | 0.00% | 0.0% | |
| ROP | ROPER TECHNOLOGIES INC | $12,000 | 0.0% | 25 | 0.0% | 0.00% | +100.0% | |
| RY | ROYAL BK CDA | $18,000 | +5.9% | 160 | 0.0% | 0.00% | 0.0% | |
| SCHH | Buy | SCHWAB STRATEGIC TRus reit etf | $14,000 | 0.0% | 550 | +100.0% | 0.00% | 0.0% |
| XLRE | SELECT SECTOR SPDR TRrl est sel sec | $18,000 | -5.3% | 376 | 0.0% | 0.00% | 0.0% | |
| XLU | SELECT SECTOR SPDR TRsbi int-utils | $12,000 | +9.1% | 160 | 0.0% | 0.00% | +100.0% | |
| SWKS | New | SKYWORKS SOLUTIONS INC | $13,000 | – | 100 | +100.0% | 0.00% | – |
| RJI | SWEDISH EXPT CR CORProg ttl etn 22 | $18,000 | +28.6% | 2,000 | 0.0% | 0.00% | 0.0% | |
| TRP | Sell | TC ENERGY CORP | $17,000 | +13.3% | 295 | -10.1% | 0.00% | 0.0% |
| TTE | TOTALENERGIES SEsponsored ads | $18,000 | 0.0% | 364 | 0.0% | 0.00% | 0.0% | |
| TSCO | Sell | TRACTOR SUPPLY CO | $13,000 | -13.3% | 54 | -11.5% | 0.00% | 0.0% |
| VTRS | Sell | VIATRIS INC | $13,000 | -35.0% | 1,200 | -17.4% | 0.00% | 0.0% |
| VICTORIAS SECRET AND CO | $17,000 | -5.6% | 333 | 0.0% | 0.00% | 0.0% | ||
| VST | VISTRA CORP | $12,000 | +9.1% | 500 | 0.0% | 0.00% | +100.0% | |
| New | ZENTEK LTD | $15,000 | – | 5,000 | +100.0% | 0.00% | – | |
| ZTS | Buy | ZOETIS INCcl a | $16,000 | +300.0% | 86 | +473.3% | 0.00% | – |
| AON | AON PLC | $14,000 | +7.7% | 44 | 0.0% | 0.00% | 0.0% | |
| AY | ATLANTICA SUSTAINABLE INFR P | $18,000 | 0.0% | 500 | 0.0% | 0.00% | 0.0% | |
| STX | Buy | SEAGATE TECHNOLOGY HLDNGS PL | $15,000 | +275.0% | 163 | +409.4% | 0.00% | – |
| ALC | Sell | ALCON AG | $14,000 | -72.0% | 172 | -69.9% | 0.00% | -66.7% |
| CHKP | CHECK POINT SOFTWARE TECH LTord | $14,000 | +16.7% | 100 | 0.0% | 0.00% | +100.0% | |
| DIMENSIONAL ETF TRUSTworld ex us core | $4,000 | 0.0% | 152 | 0.0% | 0.00% | – | ||
| DFAT | DIMENSIONAL ETF TRUSTus targeted vlu | $10,000 | -9.1% | 221 | 0.0% | 0.00% | 0.0% | |
| VMBS | VANGUARD SCOTTSDALE FDSmtg-bkd secs etf | $4,000 | 0.0% | 77 | 0.0% | 0.00% | – | |
| DFAS | Sell | DIMENSIONAL ETF TRUSTus small cap etf | $7,000 | -56.2% | 116 | -55.6% | 0.00% | -50.0% |
| APPS | DIGITAL TURBINE INC | $9,000 | -25.0% | 200 | 0.0% | 0.00% | 0.0% | |
| FANG | Buy | DIAMONDBACK ENERGY INC | $5,000 | +66.7% | 38 | +52.0% | 0.00% | – |
| DEO | Sell | DIAGEO PLCspon adr new | $4,000 | -85.2% | 21 | -82.6% | 0.00% | -66.7% |
| DXC | DXC TECHNOLOGY CO | $8,000 | 0.0% | 239 | 0.0% | 0.00% | 0.0% | |
| ULST | SSGA ACTIVE ETF TRult sht trm bd | $4,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
| HAGERTY INC | $8,000 | -27.3% | 769 | 0.0% | 0.00% | 0.0% | ||
| KMI | KINDER MORGAN INC DEL | $4,000 | +33.3% | 212 | 0.0% | 0.00% | – | |
| CTVA | CORTEVA INC | $9,000 | +12.5% | 163 | 0.0% | 0.00% | 0.0% | |
| RWO | SPDR INDEX SHS FDSdj glb rl es etf | $7,000 | 0.0% | 125 | 0.0% | 0.00% | 0.0% | |
| CMP | COMPASS MINERALS INTL INC | $8,000 | +33.3% | 127 | 0.0% | 0.00% | 0.0% | |
| CLFD | New | CLEARFIELD INC | $7,000 | – | 100 | +100.0% | 0.00% | – |
| OMC | Buy | OMNICOM GROUP INC | $6,000 | +20.0% | 69 | +1.5% | 0.00% | 0.0% |
| GSY | INVESCO ACTIVELY MANAGED ETFultra shrt dur | $5,000 | 0.0% | 95 | 0.0% | 0.00% | 0.0% | |
| XLE | SELECT SECTOR SPDR TRenergy | $8,000 | +33.3% | 100 | 0.0% | 0.00% | 0.0% | |
| CHTR | CHARTER COMMUNICATIONS INC Ncl a | $8,000 | -11.1% | 14 | 0.0% | 0.00% | 0.0% | |
| NRG | NRG ENERGY INC | $4,000 | -20.0% | 114 | 0.0% | 0.00% | 0.0% | |
| PCAR | PACCAR INC | $6,000 | 0.0% | 73 | 0.0% | 0.00% | 0.0% | |
| RPT | RPT REALTYsh ben int | $7,000 | 0.0% | 523 | 0.0% | 0.00% | 0.0% | |
| AIQ | GLOBAL X FDSartificial etf | $5,000 | -16.7% | 200 | 0.0% | 0.00% | 0.0% | |
| DRIV | GLOBAL X FDSautonmous ev etf | $11,000 | -8.3% | 382 | 0.0% | 0.00% | 0.0% | |
| CLOU | GLOBAL X FDS | $4,000 | -20.0% | 200 | 0.0% | 0.00% | 0.0% | |
| GAIN | GLADSTONE INVT CORP | $6,000 | -14.3% | 393 | 0.0% | 0.00% | 0.0% | |
| PKG | PACKAGING CORP AMER | $5,000 | +25.0% | 33 | 0.0% | 0.00% | – | |
| VOD | VODAFONE GROUP PLC NEWsponsored adr | $7,000 | +16.7% | 400 | 0.0% | 0.00% | 0.0% | |
| XVV | New | ISHARES TResg scrnd s&p500 | $4,000 | – | 107 | +100.0% | 0.00% | – |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $7,000 | -12.5% | 50 | 0.0% | 0.00% | 0.0% | |
| CM | CANADIAN IMP BK COMM | $6,000 | 0.0% | 51 | 0.0% | 0.00% | 0.0% | |
| SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $5,000 | -16.7% | 98 | +100.0% | 0.00% | 0.0% |
| RPAR | Buy | TIDAL ETF TRrpar risk pari | $11,000 | -8.3% | 462 | +0.7% | 0.00% | 0.0% |
| GCP | GCP APPLIED TECHNOLOGIES INC | $7,000 | 0.0% | 232 | 0.0% | 0.00% | 0.0% | |
| CDK | CDK GLOBAL INC | $5,000 | +25.0% | 98 | 0.0% | 0.00% | – | |
| WSO | WATSCO INC | $6,000 | 0.0% | 19 | 0.0% | 0.00% | 0.0% | |
| REZI | Sell | RESIDEO TECHNOLOGIES INC | $5,000 | -16.7% | 200 | -11.1% | 0.00% | 0.0% |
| BEPC | BROOKFIELD RENEWABLE CORPcl a sub vtg | $8,000 | +14.3% | 187 | 0.0% | 0.00% | 0.0% | |
| WEN | New | WENDYS CO | $4,000 | – | 200 | +100.0% | 0.00% | – |
| BR | BROADRIDGE FINL SOLUTIONS IN | $4,000 | 0.0% | 24 | 0.0% | 0.00% | – | |
| PPG | PPG INDS INC | $7,000 | -22.2% | 52 | 0.0% | 0.00% | 0.0% | |
| WHR | WHIRLPOOL CORP | $10,000 | -28.6% | 60 | 0.0% | 0.00% | -50.0% | |
| SRE | SEMPRA | $7,000 | +40.0% | 39 | 0.0% | 0.00% | 0.0% | |
| DLN | Sell | WISDOMTREE TRus largecap divd | $9,000 | -25.0% | 141 | -25.0% | 0.00% | 0.0% |
| BMRN | Sell | BIOMARIN PHARMACEUTICAL INC | $11,000 | -15.4% | 140 | -6.7% | 0.00% | -50.0% |
| ICE | INTERCONTINENTAL EXCHANGE IN | $8,000 | 0.0% | 60 | 0.0% | 0.00% | 0.0% | |
| IFRA | ISHARES TRus infrastruc | $8,000 | 0.0% | 204 | 0.0% | 0.00% | 0.0% | |
| TMQ | TRILOGY METALS INC NEW | $5,000 | -28.6% | 4,500 | 0.0% | 0.00% | 0.0% | |
| TFC | Sell | TRUIST FINL CORP | $4,000 | -76.5% | 63 | -78.1% | 0.00% | -50.0% |
| WDAY | Sell | WORKDAY INCcl a | $8,000 | -27.3% | 35 | -14.6% | 0.00% | 0.0% |
| FMS | FRESENIUS MED CARE AG&CO KGAsponsored adr | $10,000 | 0.0% | 301 | 0.0% | 0.00% | 0.0% | |
| NEAR | ISHARES U S ETF TRblackrock st mat | $4,000 | 0.0% | 83 | 0.0% | 0.00% | – | |
| BETZ | LISTED FD TRroundhill sports | $5,000 | -16.7% | 251 | 0.0% | 0.00% | 0.0% | |
| IR | INGERSOLL RAND INC | $9,000 | -10.0% | 169 | 0.0% | 0.00% | 0.0% | |
| MU | MICRON TECHNOLOGY INC | $4,000 | -20.0% | 50 | 0.0% | 0.00% | 0.0% | |
| SNOW | SNOWFLAKE INCcl a | $4,000 | -33.3% | 17 | 0.0% | 0.00% | 0.0% | |
| EFAV | ISHARES TRmsci eafe min vl | $6,000 | 0.0% | 80 | 0.0% | 0.00% | 0.0% | |
| FNDA | SCHWAB STRATEGIC TRschwab fdt us sc | $8,000 | 0.0% | 149 | 0.0% | 0.00% | 0.0% | |
| ADI | Sell | ANALOG DEVICES INC | $7,000 | -30.0% | 43 | -24.6% | 0.00% | 0.0% |
| F | Sell | FORD MTR CO DEL | $11,000 | -21.4% | 656 | -2.1% | 0.00% | -50.0% |
| PHYS | Sell | SPROTT PHYSICAL GOLD TRunit | $8,000 | -20.0% | 506 | -27.7% | 0.00% | 0.0% |
| EFV | Sell | ISHARES TReafe value etf | $5,000 | -89.4% | 98 | -89.5% | 0.00% | -83.3% |
| PLTR | Sell | PALANTIR TECHNOLOGIES INCcl a | $5,000 | -28.6% | 388 | -4.2% | 0.00% | 0.0% |
| ITT | ITT INC | $7,000 | -30.0% | 94 | 0.0% | 0.00% | 0.0% | |
| FE | Buy | FIRSTENERGY CORP | $6,000 | +50.0% | 129 | +29.0% | 0.00% | – |
| AIG | Buy | AMERICAN INTL GROUP INC | $5,000 | +66.7% | 78 | +32.2% | 0.00% | – |
| FTSM | FIRST TR EXCHANGE-TRADED FDfirst tr enh new | $4,000 | 0.0% | 62 | 0.0% | 0.00% | – | |
| IGOV | ISHARES TRintl trea bd etf | $9,000 | -10.0% | 196 | 0.0% | 0.00% | 0.0% | |
| KHC | KRAFT HEINZ CO | $7,000 | +16.7% | 174 | 0.0% | 0.00% | 0.0% | |
| XMPT | Buy | VANECK ETF TRUST | $4,000 | -20.0% | 166 | +0.6% | 0.00% | 0.0% |
| CIBR | Sell | FIRST TR EXCHANGE TRADED FDnasdaq cyb etf | $7,000 | -46.2% | 125 | -50.0% | 0.00% | -50.0% |
| FXH | Sell | FIRST TR EXCHANGE TRADED FDhlth care alph | $6,000 | -72.7% | 50 | -72.2% | 0.00% | -66.7% |
| FHN | FIRST HORIZON CORPORATION | $4,000 | +33.3% | 180 | 0.0% | 0.00% | – | |
| HFRO | Buy | HIGHLAND INCOME FD | $7,000 | +16.7% | 555 | +2.0% | 0.00% | 0.0% |
| FIS | Sell | FIDELITY NATL INFORMATION SV | $5,000 | -28.6% | 53 | -17.2% | 0.00% | 0.0% |
| FLDR | FIDELITY MERRIMACK STR TRlow durtin etf | $4,000 | 0.0% | 75 | 0.0% | 0.00% | – | |
| EXR | EXTRA SPACE STORAGE INC | $11,000 | -8.3% | 52 | 0.0% | 0.00% | 0.0% | |
| BITQ | EXCHANGE TRADED CONCEPTS TRbitwise crypto | $11,000 | -21.4% | 643 | 0.0% | 0.00% | -50.0% | |
| EVRG | EVERGY INC | $5,000 | 0.0% | 73 | 0.0% | 0.00% | 0.0% | |
| TEL | Buy | TE CONNECTIVITY LTD | $11,000 | -8.3% | 84 | +12.0% | 0.00% | 0.0% |
| RIG | TRANSOCEAN LTD | $9,000 | +50.0% | 2,000 | 0.0% | 0.00% | 0.0% | |
| ROST | ROSS STORES INC | $4,000 | -20.0% | 44 | 0.0% | 0.00% | 0.0% | |
| STLD | STEEL DYNAMICS INC | $10,000 | +25.0% | 125 | 0.0% | 0.00% | 0.0% | |
| CYBR | CYBERARK SOFTWARE LTD | $11,000 | 0.0% | 66 | 0.0% | 0.00% | 0.0% | |
| BSV | VANGUARD BD INDEX FDSshort trm bond | $7,000 | 0.0% | 92 | 0.0% | 0.00% | 0.0% | |
| PALL | ABRDN PALLADIUM ETF TRUSTphysical palladm | $7,000 | +16.7% | 35 | 0.0% | 0.00% | 0.0% | |
| EPAM | EPAM SYS INC | $4,000 | -60.0% | 15 | 0.0% | 0.00% | 0.0% | |
| SRCL | STERICYCLE INC | $6,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| EBAY | EBAY INC. | $9,000 | -10.0% | 151 | 0.0% | 0.00% | 0.0% | |
| EMN | EASTMAN CHEM CO | $4,000 | -20.0% | 40 | 0.0% | 0.00% | 0.0% | |
| PRU | Sell | PRUDENTIAL FINL INC | $7,000 | -36.4% | 62 | -41.0% | 0.00% | 0.0% |
| JBSS | SANFILIPPO JOHN B & SON INC | $8,000 | -11.1% | 100 | 0.0% | 0.00% | 0.0% | |
| PLM | POLYMET MNG CORP | $6,000 | +100.0% | 1,355 | 0.0% | 0.00% | – | |
| VUSB | VANGUARD BD INDEX FDSvanguard ultra | $4,000 | 0.0% | 80 | 0.0% | 0.00% | – | |
| SMFG | Sell | SUMITOMO MITSUI FINL GROUP Isponsored adr | $9,000 | -25.0% | 1,474 | -13.2% | 0.00% | 0.0% |
| FIVG | ETF SER SOLUTIONSdefiance next | $8,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
| EQRR | New | PROSHARES TReqts for risin | $11,000 | – | 200 | +100.0% | 0.00% | – |
| REGN | REGENERON PHARMACEUTICALS | $10,000 | +11.1% | 15 | 0.0% | 0.00% | 0.0% | |
| DBX | DROPBOX INCcl a | $5,000 | 0.0% | 215 | 0.0% | 0.00% | 0.0% | |
| VFH | Sell | VANGUARD WORLD FDSfinancials etf | $7,000 | -30.0% | 80 | -22.3% | 0.00% | 0.0% |
| DCI | DONALDSON INC | $6,000 | -14.3% | 112 | 0.0% | 0.00% | 0.0% | |
| BKR | New | BAKER HUGHES COMPANYcl a | $1,000 | – | 26 | +100.0% | 0.00% | – |
| BWXT | BWX TECHNOLOGIES INC | $1,000 | 0.0% | 12 | 0.0% | 0.00% | – | |
| WKHS | WORKHORSE GROUP INC | $3,000 | +50.0% | 550 | 0.0% | 0.00% | – | |
| AVY | AVERY DENNISON CORP | $2,000 | -33.3% | 13 | 0.0% | 0.00% | – | |
| AZO | New | AUTOZONE INC | $2,000 | – | 1 | +100.0% | 0.00% | – |
| XPEV | XPENG INCads | $1,000 | 0.0% | 23 | 0.0% | 0.00% | – | |
| ARCC | Sell | ARES CAPITAL CORP | $3,000 | -80.0% | 158 | -77.9% | 0.00% | -100.0% |
| ANTM | ANTHEM INC | $2,000 | 0.0% | 5 | 0.0% | 0.00% | – | |
| New | ZIMVIE INC | $1,000 | – | 22 | +100.0% | 0.00% | – | |
| CRWD | Exit | CROWDSTRIKE HLDGS INCcl a | $0 | – | -3 | -100.0% | 0.00% | – |
| Exit | SPECIAL OPPORTUNITIES FD INCright 01/21/2022 | $0 | – | -212 | -100.0% | 0.00% | – | |
| ADNT | ADIENT PLC | $3,000 | 0.0% | 72 | 0.0% | 0.00% | – | |
| BLOK | New | AMPLIFY ETF TRblockchain ldr | $2,000 | – | 50 | +100.0% | 0.00% | – |
| MREO | Exit | MEREO BIOPHARMA GROUP PLCads | $0 | – | -2,000 | -100.0% | 0.00% | – |
| APH | Sell | AMPHENOL CORP NEWcl a | $1,000 | -75.0% | 15 | -64.3% | 0.00% | – |
| ALL | ALLSTATE CORP | $2,000 | 0.0% | 15 | 0.0% | 0.00% | – | |
| RE | EVEREST RE GROUP LTD | $2,000 | 0.0% | 6 | 0.0% | 0.00% | – | |
| MDRX | Sell | ALLSCRIPTS HEALTHCARE SOLUTN | $2,000 | -33.3% | 100 | -30.1% | 0.00% | – |
| AKAM | AKAMAI TECHNOLOGIES INC | $1,000 | 0.0% | 12 | 0.0% | 0.00% | – | |
| ASIX | Sell | ADVANSIX INC | $1,000 | 0.0% | 10 | -9.1% | 0.00% | – |
| AMTX | AEMETIS INC | $0 | – | 25 | 0.0% | 0.00% | – | |
| EXPE | Exit | EXPEDIA GROUP INC | $0 | – | -4 | -100.0% | 0.00% | – |
| STE | Sell | STERIS PLC | $0 | -100.0% | 2 | -96.6% | 0.00% | -100.0% |
| ADBE | Sell | ADOBE SYSTEMS INCORPORATED | $3,000 | -70.0% | 6 | -64.7% | 0.00% | -100.0% |
| VALWS | VALARIS LIMITEDw exp 04/29/202 | $0 | – | 4 | 0.0% | 0.00% | – | |
| ACOR | ACORDA THERAPEUTICS INC | $0 | – | 1 | 0.0% | 0.00% | – | |
| OSCR | Exit | OSCAR HEALTH INCcl a | $0 | – | -200 | -100.0% | 0.00% | – |
| SGOL | ABRDN GOLD ETF TRUST | $3,000 | +50.0% | 138 | 0.0% | 0.00% | – | |
| CCI | Exit | CROWN CASTLE INTL CORP NEW | $0 | – | -16 | -100.0% | 0.00% | – |
| CHEK | CHECK CAP LTD | $0 | – | 84 | 0.0% | 0.00% | – | |
| SSYS | Sell | STRATASYS LTD | $1,000 | -85.7% | 33 | -88.5% | 0.00% | -100.0% |
| LYB | New | LYONDELLBASELL INDUSTRIES N | $1,000 | – | 11 | +100.0% | 0.00% | – |
| AGNC | Sell | AGNC INVT CORP | $2,000 | -75.0% | 165 | -70.2% | 0.00% | -100.0% |
| RCL | New | ROYAL CARIBBEAN GROUP | $1,000 | – | 9 | +100.0% | 0.00% | – |
| SNA | Exit | SNAP ON INC | $0 | – | -12 | -100.0% | 0.00% | – |
| HDMV | Exit | FIRST TR EXCH TRADED FD IIIhorizon mngd etf | $0 | – | -61 | -100.0% | 0.00% | – |
| Exit | FIRST TR EXCHNG TRADED FD VIskybridge crypto | $0 | – | -101 | -100.0% | 0.00% | – | |
| VCYT | Exit | VERACYTE INC | $0 | – | -96 | -100.0% | 0.00% | – |
| SCHA | Exit | SCHWAB STRATEGIC TRus sml cap etf | $0 | – | -38 | -100.0% | 0.00% | – |
| WNS | Exit | WNS HLDGS LTDspon adr | $0 | – | -7 | -100.0% | 0.00% | – |
| MVIS | Exit | MICROVISION INC DEL | $0 | – | -350 | -100.0% | 0.00% | – |
| VEEV | Exit | VEEVA SYS INC | $0 | – | -8 | -100.0% | 0.00% | – |
| LUV | Exit | SOUTHWEST AIRLS CO | $0 | – | -20 | -100.0% | 0.00% | – |
| ORION OFFICE REIT INC | $2,000 | 0.0% | 108 | 0.0% | 0.00% | – | ||
| ONCY | ONCOLYTICS BIOTECH INC | $0 | – | 210 | 0.0% | 0.00% | – | |
| ON | New | ON SEMICONDUCTOR CORP | $1,000 | – | 20 | +100.0% | 0.00% | – |
| OXY | Sell | OCCIDENTAL PETE CORP | $2,000 | -88.2% | 40 | -93.3% | 0.00% | -100.0% |
| NUE | New | NUCOR CORP | $2,000 | – | 11 | +100.0% | 0.00% | – |
| NIO | NIO INCspon ads | $2,000 | -33.3% | 83 | 0.0% | 0.00% | – | |
| MS | Sell | MORGAN STANLEY | $3,000 | -85.7% | 40 | -81.7% | 0.00% | -100.0% |
| MCY | MERCURY GENL CORP NEW | $3,000 | 0.0% | 53 | 0.0% | 0.00% | – | |
| MMP | MAGELLAN MIDSTREAM PRTNRS LP | $3,000 | 0.0% | 63 | 0.0% | 0.00% | – | |
| MDU | MDU RES GROUP INC | $3,000 | 0.0% | 104 | 0.0% | 0.00% | – | |
| LYFT | Sell | LYFT INC | $1,000 | -75.0% | 23 | -73.9% | 0.00% | – |
| LITE | LUMENTUM HLDGS INC | $2,000 | 0.0% | 21 | 0.0% | 0.00% | – | |
| LUMN | Sell | LUMEN TECHNOLOGIES INC | $1,000 | 0.0% | 87 | -8.4% | 0.00% | – |
| LULU | Sell | LULULEMON ATHLETICA INC | $3,000 | -25.0% | 7 | -36.4% | 0.00% | – |
| SRLN | Sell | SSGA ACTIVE ETF TRblackstone senr | $1,000 | -50.0% | 23 | -34.3% | 0.00% | – |
| LC | LENDINGCLUB CORP | $3,000 | -40.0% | 200 | 0.0% | 0.00% | -100.0% | |
| LDOS | LEIDOS HOLDINGS INC | $1,000 | 0.0% | 8 | 0.0% | 0.00% | – | |
| TFI | SPDR SER TRnuveen blmbrg mu | $0 | – | 4 | 0.0% | 0.00% | – | |
| Sell | KYNDRYL HLDGS INC | $1,000 | -66.7% | 68 | -58.5% | 0.00% | – | |
| SBRA | SABRA HEALTH CARE REIT INC | $2,000 | 0.0% | 160 | 0.0% | 0.00% | – | |
| KTB | KONTOOR BRANDS INC | $0 | – | 3 | 0.0% | 0.00% | – | |
| KEY | New | KEYCORP | $1,000 | – | 51 | +100.0% | 0.00% | – |
| JNPR | JUNIPER NETWORKS INC | $2,000 | 0.0% | 46 | 0.0% | 0.00% | – | |
| ISR | ISORAY INC | $2,000 | 0.0% | 5,000 | 0.0% | 0.00% | – | |
| SCHM | Sell | SCHWAB STRATEGIC TRus mid-cap etf | $1,000 | -94.1% | 14 | -93.5% | 0.00% | -100.0% |
| FNDE | SCHWAB STRATEGIC TRschwb fdt emk lg | $1,000 | 0.0% | 20 | 0.0% | 0.00% | – | |
| IWN | ISHARES TRrus 2000 val etf | $3,000 | 0.0% | 21 | 0.0% | 0.00% | – | |
| SCHR | SCHWAB STRATEGIC TRintrm trm tres | $1,000 | 0.0% | 15 | 0.0% | 0.00% | – | |
| SCHO | Sell | SCHWAB STRATEGIC TRsht tm us tres | $2,000 | -60.0% | 40 | -56.0% | 0.00% | -100.0% |
| SCHC | SCHWAB STRATEGIC TRintl sceqt etf | $1,000 | 0.0% | 32 | 0.0% | 0.00% | – | |
| BKLN | INVESCO EXCH TRADED FD TR IIsr ln etf | $3,000 | 0.0% | 127 | 0.0% | 0.00% | – | |
| PXH | INVESCO EXCH TRADED FD TR IIftse rafi emng | $0 | – | 1 | 0.0% | 0.00% | – | |
| XLF | SELECT SECTOR SPDR TRfinancial | $3,000 | 0.0% | 76 | 0.0% | 0.00% | – | |
| IPG | INTERPUBLIC GROUP COS INC | $2,000 | 0.0% | 58 | 0.0% | 0.00% | – | |
| BFAM | Exit | BRIGHT HORIZONS FAM SOL IN D | $0 | – | -17 | -100.0% | 0.00% | – |
| SBNY | New | SIGNATURE BK NEW YORK N Y | $2,000 | – | 6 | +100.0% | 0.00% | – |
| INGR | INGREDION INC | $3,000 | -25.0% | 40 | 0.0% | 0.00% | – | |
| MRVL | Exit | MARVELL TECHNOLOGY INC | $0 | – | -43 | -100.0% | 0.00% | – |
| SNAP | SNAP INCcl a | $2,000 | 0.0% | 50 | 0.0% | 0.00% | – | |
| INDI | INDIE SEMICONDUCTOR INC | $3,000 | -40.0% | 393 | 0.0% | 0.00% | -100.0% | |
| SPLK | Sell | SPLUNK INC | $1,000 | -50.0% | 6 | -60.0% | 0.00% | – |
| MMIN | INDEXIQ ACTIVE ETF TRiq mackay insred | $3,000 | 0.0% | 127 | 0.0% | 0.00% | – | |
| STAGWELL INC | $2,000 | -33.3% | 300 | 0.0% | 0.00% | – | ||
| HUN | HUNTSMAN CORP | $1,000 | 0.0% | 23 | 0.0% | 0.00% | – | |
| HES | New | HESS CORP | $2,000 | – | 15 | +100.0% | 0.00% | – |
| HIG | HARTFORD FINL SVCS GROUP INC | $2,000 | 0.0% | 29 | 0.0% | 0.00% | – | |
| HAL | Sell | HALLIBURTON CO | $1,000 | -80.0% | 25 | -87.5% | 0.00% | -100.0% |
| TCMD | TACTILE SYS TECHNOLOGY INC | $1,000 | 0.0% | 62 | 0.0% | 0.00% | – | |
| GRPU | GRANITE REAL ESTATE INVT TRunit 99/99/9999 | $2,000 | -33.3% | 31 | 0.0% | 0.00% | – | |
| SNSR | GLOBAL X FDSinternet of thng | $0 | – | 5 | 0.0% | 0.00% | – | |
| W | Exit | WAYFAIR INCcl a | $0 | – | -9 | -100.0% | 0.00% | – |
| TDOC | TELADOC HEALTH INC | $3,000 | -25.0% | 40 | 0.0% | 0.00% | – | |
| TELL | TELLURIAN INC NEW | $1,000 | – | 143 | 0.0% | 0.00% | – | |
| GTX | Sell | GARRETT MOTION INC | $1,000 | 0.0% | 120 | -9.1% | 0.00% | – |
| DDD | 3-D SYS CORP DEL | $1,000 | 0.0% | 64 | 0.0% | 0.00% | – | |
| AJG | Sell | GALLAGHER ARTHUR J & CO | $1,000 | -66.7% | 5 | -73.7% | 0.00% | – |
| TD | TORONTO DOMINION BK ONT | $1,000 | 0.0% | 9 | 0.0% | 0.00% | – | |
| PEY | Exit | INVESCO EXCHANGE TRADED FD Thig yld eq div | $0 | – | -140 | -100.0% | 0.00% | – |
| TNL | TRAVEL PLUS LEISURE CO | $3,000 | 0.0% | 55 | 0.0% | 0.00% | – | |
| ULCC | FRONTIER GROUP HLDGS INC | $1,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
| TSN | TYSON FOODS INCcl a | $2,000 | 0.0% | 22 | 0.0% | 0.00% | – | |
| FOX | FOX CORP | $3,000 | +50.0% | 72 | 0.0% | 0.00% | – | |
| UBER | Sell | UBER TECHNOLOGIES INC | $1,000 | -50.0% | 20 | -62.3% | 0.00% | – |
| UA | UNDER ARMOUR INCcl c | $1,000 | 0.0% | 40 | 0.0% | 0.00% | – | |
| UL | UNILEVER PLCspon adr new | $3,000 | 0.0% | 65 | 0.0% | 0.00% | – | |
| FTV | Sell | FORTIVE CORP | $2,000 | -66.7% | 41 | -43.8% | 0.00% | -100.0% |
| FTNT | FORTINET INC | $3,000 | -25.0% | 10 | 0.0% | 0.00% | – | |
| FSR | FISKER INC | $3,000 | -25.0% | 250 | 0.0% | 0.00% | – | |
| UHS | UNIVERSAL HLTH SVCS INCcl b | $2,000 | +100.0% | 11 | 0.0% | 0.00% | – | |
| VFC | Sell | V F CORP | $1,000 | -50.0% | 24 | -27.3% | 0.00% | – |
| RAAX | VANECK ETF TRUSTinflation alloca | $0 | – | 1 | 0.0% | 0.00% | – | |
| RSX | VANECK ETF TRUSTvaneck russia et | $2,000 | -75.0% | 300 | 0.0% | 0.00% | -100.0% | |
| FITB | New | FIFTH THIRD BANCORP | $2,000 | – | 38 | +100.0% | 0.00% | – |
| VOOG | Sell | VANGUARD ADMIRAL FDS INC500 grth idx f | $2,000 | -33.3% | 8 | -20.0% | 0.00% | – |
| BLV | VANGUARD BD INDEX FDSlong term bond | $3,000 | -25.0% | 35 | 0.0% | 0.00% | – | |
| VYM | Sell | VANGUARD WHITEHALL FDShigh div yld | $1,000 | -66.7% | 6 | -79.3% | 0.00% | – |
| JETS | ETF SER SOLUTIONSus glb jets | $1,000 | 0.0% | 60 | 0.0% | 0.00% | – | |
| VNQI | VANGUARD INTL EQUITY INDEX Fglb ex us etf | $3,000 | 0.0% | 63 | 0.0% | 0.00% | – | |
| EOG | New | EOG RES INC | $2,000 | – | 17 | +100.0% | 0.00% | – |
| DTM | DT MIDSTREAM INC | $0 | – | 6 | 0.0% | 0.00% | – | |
| DTE | DTE ENERGY CO | $2,000 | +100.0% | 12 | 0.0% | 0.00% | – | |
| DBEF | DBX ETF TRxtrack msci eafe | $3,000 | 0.0% | 75 | 0.0% | 0.00% | – | |
| CLR | CONTINENTAL RES INC | $3,000 | +50.0% | 51 | 0.0% | 0.00% | – | |
| CFG | New | CITIZENS FINL GROUP INC | $1,000 | – | 29 | +100.0% | 0.00% | – |
| CINF | New | CINCINNATI FINL CORP | $1,000 | – | 5 | +100.0% | 0.00% | – |
| CIM | CHIMERA INVT CORP | $2,000 | -33.3% | 170 | 0.0% | 0.00% | – | |
| VIAC | PARAMOUNT GLOBAL | $2,000 | +100.0% | 40 | 0.0% | 0.00% | – | |
| SPCE | VIRGIN GALACTIC HOLDINGS INC | $0 | – | 7 | 0.0% | 0.00% | – | |
| CHNG | Sell | CHANGE HEALTHCARE INC | $0 | -100.0% | 17 | -39.3% | 0.00% | – |
| VRTS | VIRTUS INVT PARTNERS INC | $1,000 | 0.0% | 5 | 0.0% | 0.00% | – | |
| VSTO | VISTA OUTDOOR INC | $2,000 | 0.0% | 44 | 0.0% | 0.00% | – | |
| VNT | VONTIER CORPORATION | $0 | – | 16 | 0.0% | 0.00% | – | |
| CSIQ | CANADIAN SOLAR INC | $1,000 | 0.0% | 25 | 0.0% | 0.00% | – | |
| WAB | WABTEC | $1,000 | 0.0% | 13 | 0.0% | 0.00% | – | |
| CPT | New | CAMDEN PPTY TRsh ben int | $1,000 | – | 6 | +100.0% | 0.00% | – |
| COG | New | COTERRA ENERGY INC | $1,000 | – | 54 | +100.0% | 0.00% | – |
| BRO | New | BROWN & BROWN INC | $1,000 | – | 10 | +100.0% | 0.00% | – |
| BHF | BRIGHTHOUSE FINL INC | $1,000 | 0.0% | 19 | 0.0% | 0.00% | – | |
| BXP | BOSTON PROPERTIES INC | $2,000 | 0.0% | 17 | 0.0% | 0.00% | – | |
| BYND | BEYOND MEAT INC | $2,000 | -33.3% | 50 | 0.0% | 0.00% | – | |
| DJP | BARCLAYS BANK PLCdjubs cmdt etn36 | $2,000 | +100.0% | 48 | 0.0% | 0.00% | – | |
| PPL | Exit | PPL CORP | $0 | – | -89 | -100.0% | 0.00% | – |
| SE | Exit | SEA LTDsponsord ads | $0 | – | -2 | -100.0% | 0.00% | – |
| UGI | Exit | UGI CORP NEW | $0 | – | -4 | -100.0% | 0.00% | – |
| GBX | Exit | GREENBRIER COS INC | $0 | – | -24 | -100.0% | 0.00% | – |
| Exit | NU HLDGS LTD | $0 | – | -61 | -100.0% | 0.00% | – | |
| PRO | Exit | PROS HOLDINGS INC | $0 | – | -14 | -100.0% | 0.00% | – |
| PM | Exit | PHILIP MORRIS INTL INC | $0 | – | -28 | -100.0% | 0.00% | – |
| ETSY | Exit | ETSY INC | $0 | – | -9 | -100.0% | 0.00% | – |
| TECH | Exit | BIO-TECHNE CORP | $0 | – | -7 | -100.0% | 0.00% | – |
| PLD | Exit | PROLOGIS INC. | $0 | – | -22 | -100.0% | 0.00% | – |
| ANGL | Exit | VANECK ETF TRUSTfallen angel hg | $0 | – | -104 | -100.0% | 0.00% | – |
| PSEC | Exit | PROSPECT CAP CORP | $0 | – | -415 | -100.0% | 0.00% | – |
| BRKS | Exit | AZENTA INC | $0 | – | -30 | -100.0% | 0.00% | – |
| INFO | Exit | IHS MARKIT LTD | $0 | – | -16 | -100.0% | 0.00% | – |
| BIO | Exit | BIO RAD LABS INCcl a | $0 | – | -4 | -100.0% | 0.00% | – |
| RGEN | Exit | REPLIGEN CORP | $0 | – | -7 | -100.0% | 0.00% | – |
| SDY | Exit | SPDR SER TRs&p divid etf | $0 | – | -12 | -100.0% | 0.00% | – |
| TLH | Exit | ISHARES TR10-20 yr trs etf | $0 | – | -30 | -100.0% | 0.00% | – |
| AAP | Exit | ADVANCE AUTO PARTS INC | $0 | – | -8 | -100.0% | 0.00% | – |
| BOTZ | Exit | GLOBAL X FDSrbtcs artfl inte | $0 | – | -4 | -100.0% | 0.00% | – |
| NFLX | Exit | NETFLIX INC | $0 | – | -3 | -100.0% | 0.00% | – |
| BL | Exit | BLACKLINE INC | $0 | – | -27 | -100.0% | 0.00% | – |
| WSC | Exit | WILLSCOT MOBIL MINI HLDNG CO | $0 | – | -60 | -100.0% | 0.00% | – |
| CHWY | Exit | CHEWY INCcl a | $0 | – | -10 | -100.0% | 0.00% | – |
| KIM | Exit | KIMCO RLTY CORP | $0 | – | -134 | -100.0% | 0.00% | – |
| ZIOP | Exit | ZIOPHARM ONCOLOGY INC | $0 | – | -550 | -100.0% | 0.00% | – |
| SPT | Exit | SPROUT SOCIAL INC | $0 | – | -5 | -100.0% | 0.00% | – |
| DXCM | Exit | DEXCOM INC | $0 | – | -2 | -100.0% | 0.00% | – |
| Exit | GLOBAL X FDSblockchain & bit | $0 | – | -90 | -100.0% | 0.00% | – | |
| WK | Exit | WORKIVA INC | $0 | – | -4 | -100.0% | 0.00% | – |
| KNX | Exit | KNIGHT-SWIFT TRANSN HLDGS INcl a | $0 | – | -2 | -100.0% | 0.00% | – |
| PACB | Exit | PACIFIC BIOSCIENCES CALIF IN | $0 | – | -201 | -100.0% | 0.00% | – |
| IIPR | Exit | INNOVATIVE INDL PPTYS INC | $0 | – | -10 | -100.0% | 0.00% | – |
| FND | Exit | FLOOR & DECOR HLDGS INCcl a | $0 | – | -21 | -100.0% | 0.00% | – |
| WCN | Exit | WASTE CONNECTIONS INC | $0 | – | -25 | -100.0% | 0.00% | – |
| HUSV | Exit | FIRST TR EXCH TRADED FD IIIhorizon dmst etf | $0 | – | -61 | -100.0% | 0.00% | – |
| TFX | Exit | TELEFLEX INCORPORATED | $0 | – | -8 | -100.0% | 0.00% | – |
| IVR | Exit | INVESCO MORTGAGE CAPITAL INC | $0 | – | -61 | -100.0% | 0.00% | – |
| FRC | Exit | FIRST REP BK SAN FRANCISCO C | $0 | – | -18 | -100.0% | 0.00% | – |
| CYRX | Exit | CRYOPORT INC | $0 | – | -3 | -100.0% | 0.00% | – |
| GWW | Exit | GRAINGER W W INC | $0 | – | -3 | -100.0% | 0.00% | – |
| TYL | Exit | TYLER TECHNOLOGIES INC | $0 | – | -3 | -100.0% | 0.00% | – |
| BBSI | Exit | BARRETT BUSINESS SVCS INC | $0 | – | -25 | -100.0% | 0.00% | – |
| IUSG | Exit | ISHARES TRcore s&p us gwt | $0 | – | -35 | -100.0% | 0.00% | – |
| ILMN | Exit | ILLUMINA INC | $0 | – | -10 | -100.0% | 0.00% | – |
| MTD | Exit | METTLER TOLEDO INTERNATIONAL | $0 | – | -2 | -100.0% | 0.00% | – |
| CSGP | Exit | COSTAR GROUP INC | $0 | – | -30 | -100.0% | 0.00% | – |
| IUSV | Exit | ISHARES TRcore s&p us vlu | $0 | – | -56 | -100.0% | 0.00% | – |
| CBRE | Exit | CBRE GROUP INCcl a | $0 | – | -31 | -100.0% | 0.00% | – |
| CRON | Exit | CRONOS GROUP INC | $0 | – | -100 | -100.0% | 0.00% | – |
| ISRG | Exit | INTUITIVE SURGICAL INC | $0 | – | -9 | -100.0% | 0.00% | – |
| CABO | Exit | CABLE ONE INC | $0 | – | -2 | -100.0% | 0.00% | – |
| ULTA | Exit | ULTA BEAUTY INC | $0 | – | -4 | -100.0% | 0.00% | – |
| TWLO | Exit | TWILIO INCcl a | $0 | – | -3 | -100.0% | 0.00% | – |
| DT | Exit | DYNATRACE INC | $0 | – | -42 | -100.0% | 0.00% | – |
| MPWR | Exit | MONOLITHIC PWR SYS INC | $0 | – | -7 | -100.0% | 0.00% | – |
| SITE | Exit | SITEONE LANDSCAPE SUPPLY INC | $0 | – | -4 | -100.0% | 0.00% | – |
| MRNA | Exit | MODERNA INC | $0 | – | -1 | -100.0% | 0.00% | – |
| BTU | PEABODY ENGR CORP | $0 | – | 18 | 0.0% | 0.00% | – | |
| PHM | PULTE GROUP INC | $1,000 | 0.0% | 16 | 0.0% | 0.00% | – | |
| DGX | QUEST DIAGNOSTICS INC | $2,000 | -33.3% | 15 | 0.0% | 0.00% | – | |
| RF | REGIONS FINANCIAL CORP NEW | $3,000 | 0.0% | 118 | 0.0% | 0.00% | – | |
| QSR | RESTAURANT BRANDS INTL INC | $1,000 | 0.0% | 9 | 0.0% | 0.00% | – | |
| RIO | RIO TINTO PLCsponsored adr | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
| USIG | Exit | ISHARES TRusd inv grde etf | $0 | – | -5 | -100.0% | 0.00% | – |
| OMF | ONEMAIN HLDGS INC | $0 | – | 4 | 0.0% | 0.00% | – | |
| DOCU | Exit | DOCUSIGN INC | $0 | – | -28 | -100.0% | 0.00% | – |
| PSXP | Exit | PHILLIPS 66 PARTNERS LP | $0 | – | -80 | -100.0% | 0.00% | – |
| HYLB | Exit | DBX ETF TRxtrack usd high | $0 | – | -86 | -100.0% | 0.00% | – |
| QTWO | Exit | Q2 HLDGS INC | $0 | – | -6 | -100.0% | 0.00% | – |
| CHD | Exit | CHURCH & DWIGHT CO INC | $0 | – | -25 | -100.0% | 0.00% | – |
| ADSK | Exit | AUTODESK INC | $0 | – | -10 | -100.0% | 0.00% | – |
| RACE | Exit | FERRARI N V | $0 | – | -8 | -100.0% | 0.00% | – |
| KMX | Exit | CARMAX INC | $0 | – | -21 | -100.0% | 0.00% | – |
| TEAM | Exit | ATLASSIAN CORP PLCcl a | $0 | – | -11 | -100.0% | 0.00% | – |
| MNST | Exit | MONSTER BEVERAGE CORP NEW | $0 | – | -14 | -100.0% | 0.00% | – |
| MASI | Exit | MASIMO CORP | $0 | – | -5 | -100.0% | 0.00% | – |
| ENPH | Exit | ENPHASE ENERGY INC | $0 | – | -3 | -100.0% | 0.00% | – |
| FICO | Exit | FAIR ISAAC CORP | $0 | – | -4 | -100.0% | 0.00% | – |
| TAK | Exit | TAKEDA PHARMACEUTICAL CO LTDsponsored ads | $0 | – | -120 | -100.0% | 0.00% | – |
| ENTG | Exit | ENTEGRIS INC | $0 | – | -19 | -100.0% | 0.00% | – |
| TDG | Exit | TRANSDIGM GROUP INC | $0 | – | -5 | -100.0% | 0.00% | – |
| AEZS | Exit | AETERNA ZENTARIS INC | $0 | – | -91 | -100.0% | 0.00% | – |
| COUP | Exit | COUPA SOFTWARE INC | $0 | – | -6 | -100.0% | 0.00% | – |
| APTV | Exit | APTIV PLC | $0 | – | -8 | -100.0% | 0.00% | – |
| RPM | Exit | RPM INTL INC | $0 | – | -22 | -100.0% | 0.00% | – |
| BAMR | Exit | BROOKFIELD ASSET MGMT REINScl a exch lt vtg | $0 | – | -2 | -100.0% | 0.00% | – |
| DFS | Exit | DISCOVER FINL SVCS | $0 | – | -26 | -100.0% | 0.00% | – |
| AYRO | Exit | AYRO INC | $0 | – | -3,000 | -100.0% | -0.00% | – |
| TRU | Exit | TRANSUNION | $0 | – | -88 | -100.0% | -0.00% | – |
| FTEC | Exit | FIDELITY COVINGTON TRUSTmsci info tech i | $0 | – | -48 | -100.0% | -0.00% | – |
| TSP | Exit | TUSIMPLE HLDGS INCcl a | $0 | – | -208 | -100.0% | -0.00% | – |
| SPNE | Exit | SEASPINE HLDGS CORP | $0 | – | -500 | -100.0% | -0.00% | – |
| BKI | Exit | BLACK KNIGHT INC | $0 | – | -65 | -100.0% | -0.00% | – |
| IXG | Exit | ISHARES TRglobal finls etf | $0 | – | -106 | -100.0% | -0.00% | – |
| IXN | Exit | ISHARES TRglobal tech etf | $0 | – | -178 | -100.0% | -0.00% | – |
| PDD | Exit | PINDUODUO INCsponsored ads | $0 | – | -85 | -100.0% | -0.00% | – |
| TIP | Exit | ISHARES TRtips bd etf | $0 | – | -48 | -100.0% | -0.00% | – |
| PATH | Exit | UIPATH INCcl a | $0 | – | -229 | -100.0% | -0.00% | – |
| VMC | Exit | VULCAN MATLS CO | $0 | – | -24 | -100.0% | -0.00% | – |
| SBAC | Exit | SBA COMMUNICATIONS CORP NEWcl a | $0 | – | -13 | -100.0% | -0.00% | – |
| XSLV | Exit | INVESCO EXCH TRADED FD TR IIs&p smlcp low | $0 | – | -151 | -100.0% | -0.00% | – |
| HEIA | Exit | HEICO CORP NEWcl a | $0 | – | -45 | -100.0% | -0.00% | – |
| IRDM | Exit | IRIDIUM COMMUNICATIONS INC | $0 | – | -112 | -100.0% | -0.00% | – |
| LAMR | Exit | LAMAR ADVERTISING CO NEWcl a | $0 | – | -50 | -100.0% | -0.00% | – |
| BLL | Exit | BALL CORP | $0 | – | -86 | -100.0% | -0.00% | – |
| RDSB | Exit | ROYAL DUTCH SHELL PLCspon adr b | $0 | – | -117 | -100.0% | -0.00% | – |
| ANSS | Exit | ANSYS INC | $0 | – | -12 | -100.0% | -0.00% | – |
| CNA | Exit | CNA FINL CORP | $0 | – | -144 | -100.0% | -0.00% | – |
| PAYX | Exit | PAYCHEX INC | $0 | – | -41 | -100.0% | -0.00% | – |
| SCHP | Exit | SCHWAB STRATEGIC TRus tips etf | $0 | – | -106 | -100.0% | -0.00% | – |
| ODFL | Exit | OLD DOMINION FREIGHT LINE IN | $0 | – | -14 | -100.0% | -0.00% | – |
| MSCI | Exit | MSCI INC | $0 | – | -8 | -100.0% | -0.00% | – |
| WST | Exit | WEST PHARMACEUTICAL SVSC INC | $0 | – | -16 | -100.0% | -0.00% | – |
| AME | Exit | AMETEK INC | $0 | – | -65 | -100.0% | -0.00% | – |
| IYE | Exit | ISHARES TRu.s. energy etf | $0 | – | -302 | -100.0% | -0.00% | – |
| ARCT | Exit | ARCTURUS THERAPEUTICS HLDGS | $0 | – | -170 | -100.0% | -0.00% | – |
| KL | Exit | KIRKLAND LAKE GOLD LTD | $0 | – | -127 | -100.0% | -0.00% | – |
| WH | Exit | WYNDHAM HOTELS & RESORTS INC | $0 | – | -55 | -100.0% | -0.00% | – |
| NOW | Exit | SERVICENOW INC | $0 | – | -11 | -100.0% | -0.00% | – |
| BOND | Exit | PIMCO ETF TRactive bd etf | $0 | – | -51 | -100.0% | -0.00% | – |
| COMT | Exit | ISHARES U S ETF TRgsci cmdty stgy | $0 | – | -191 | -100.0% | -0.00% | – |
| IDXX | Exit | IDEXX LABS INC | $0 | – | -8 | -100.0% | -0.00% | – |
| SPE | Exit | SPECIAL OPPORTUNITIES FD INC | $0 | – | -1,106 | -100.0% | -0.00% | – |
| GOVT | Exit | ISHARES TRus treas bd etf | $0 | – | -532 | -100.0% | -0.00% | – |
| VRSK | Exit | VERISK ANALYTICS INC | $0 | – | -59 | -100.0% | -0.00% | – |
| SLDB | Exit | SOLID BIOSCIENCES INC | $0 | – | -8,000 | -100.0% | -0.00% | – |
| PEAK | Exit | HEALTHPEAK PROPERTIES INC | $0 | – | -374 | -100.0% | -0.00% | – |
| ORLY | Exit | OREILLY AUTOMOTIVE INC | $0 | – | -21 | -100.0% | -0.00% | – |
| PNR | Exit | PENTAIR PLC | $0 | – | -225 | -100.0% | -0.00% | – |
| XENT | Exit | INTERSECT ENT INC | $0 | – | -500 | -100.0% | -0.00% | – |
| CDW | Exit | CDW CORP | $0 | – | -98 | -100.0% | -0.00% | – |
| HYD | Exit | VANECK ETF TRUSThigh yld munietf | $0 | – | -326 | -100.0% | -0.00% | – |
| RDSA | Exit | ROYAL DUTCH SHELL PLCspons adr a | $0 | – | -407 | -100.0% | -0.00% | – |
| BCE | Exit | BCE INC | $0 | – | -371 | -100.0% | -0.00% | – |
| MLM | Exit | MARTIN MARIETTA MATLS INC | $0 | – | -29 | -100.0% | -0.00% | – |
| RFG | Exit | INVESCO EXCHANGE TRADED FD Ts&p mdcp400 pr | $0 | – | -58 | -100.0% | -0.00% | – |
| VLUE | Exit | ISHARES TRmsci usa value | $0 | – | -133 | -100.0% | -0.00% | – |
| SPOT | Exit | SPOTIFY TECHNOLOGY S A | $0 | – | -68 | -100.0% | -0.00% | – |
| OKTA | Exit | OKTA INCcl a | $0 | – | -110 | -100.0% | -0.00% | – |
| COIN | Exit | COINBASE GLOBAL INC | $0 | – | -82 | -100.0% | -0.00% | – |
| MTUM | Exit | ISHARES TRmsci usa mmentm | $0 | – | -134 | -100.0% | -0.00% | – |
| GSS | Exit | GOLDEN STAR RES LTD CDA | $0 | – | -6,092 | -100.0% | -0.00% | – |
| PZA | Exit | INVESCO EXCH TRADED FD TR IInatl amt muni | $0 | – | -839 | -100.0% | -0.00% | – |
| PBA | Exit | PEMBINA PIPELINE CORP | $0 | – | -850 | -100.0% | -0.00% | – |
| SHM | Exit | SPDR SER TRnuveen blmbrg sh | $0 | – | -661 | -100.0% | -0.00% | – |
| NTLA | Exit | INTELLIA THERAPEUTICS INC | $0 | – | -299 | -100.0% | -0.00% | – |
| IWL | Exit | ISHARES TRrus top 200 etf | $0 | – | -296 | -100.0% | -0.00% | – |
| ARLP | Exit | ALLIANCE RESOURCE PARTNERS Lut ltd part | $0 | – | -2,500 | -100.0% | -0.00% | – |
| SWN | Exit | SOUTHWESTERN ENERGY CO | $0 | – | -8,080 | -100.0% | -0.01% | – |
| SHOP | Exit | SHOPIFY INCcl a | $0 | – | -38 | -100.0% | -0.01% | – |
| ARKW | Exit | ARK ETF TRnext gnrtn inter | $0 | – | -1,020 | -100.0% | -0.02% | – |
| FRLG | Exit | GS FIN CORPmedium term nts | $0 | – | -1,032 | -100.0% | -0.05% | – |
| GLDM | Exit | WORLD GOLD TRspdr gld minis | $0 | – | -667,105 | -100.0% | -1.48% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-04-29
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 42 | Q3 2023 | 11.3% |
| VANGUARD SPECIALIZED PORTFOL | 42 | Q3 2023 | 11.0% |
| VANGUARD TOTAL STOCK MARKET ET | 42 | Q3 2023 | 12.6% |
| ISHARES TR | 42 | Q3 2023 | 4.8% |
| VANGUARD MSCI EMERGING MARKETS | 42 | Q3 2023 | 4.6% |
| VANGUARD LARGE-CAP ETF | 42 | Q3 2023 | 4.7% |
| VANGUARD INTL EQUITY INDEX F | 42 | Q3 2023 | 4.1% |
| ISHARES TR | 42 | Q3 2023 | 2.7% |
| ISHARES TR | 42 | Q3 2023 | 1.9% |
| MICROSOFT CORP. | 42 | Q3 2023 | 3.6% |
View JNBA Financial Advisors's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-26 |
| 13F-HR | 2024-02-08 |
| 13F-HR | 2023-11-02 |
| 13F-HR | 2023-08-03 |
| 13F-HR | 2023-05-02 |
| 13F-HR | 2023-02-07 |
| 13F-HR | 2022-11-07 |
| 13F-HR | 2022-07-22 |
| 13F-HR | 2022-04-29 |
| 13F-HR | 2022-02-03 |
View JNBA Financial Advisors'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.