$1.9 Billion is the total value of Advisory Services Network, LLC's 5497 reported holdings in Q4 2019. The portfolio turnover from Q3 2019 to Q4 2019 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| TFC | New | TRUIST FINL CORPstock | $4,898,000 | – | 86,957 | +100.0% | 0.26% | – |
| IEO | New | ISHARES TRetf | $3,059,000 | – | 55,093 | +100.0% | 0.16% | – |
| PEAK | New | HEALTHPEAK PPTYS INCreit | $2,768,000 | – | 80,294 | +100.0% | 0.15% | – |
| SPGP | New | INVESCO EXCHANGE TRADED FD Tetf | $2,690,000 | – | 42,620 | +100.0% | 0.14% | – |
| PULS | New | PGIM ETF TRetf | $2,405,000 | – | 48,067 | +100.0% | 0.13% | – |
| URA | New | GLOBAL X FDSetf | $2,147,000 | – | 193,767 | +100.0% | 0.11% | – |
| EVER | New | EVERQUOTE INCstock | $836,000 | – | 24,341 | +100.0% | 0.04% | – |
| EAGG | New | ISHARES TRetf | $603,000 | – | 11,245 | +100.0% | 0.03% | – |
| SFL | New | SFL CORPORATION LTDstock | $604,000 | – | 41,567 | +100.0% | 0.03% | – |
| CTVA | New | CORTEVA INCstock | $582,000 | – | 19,676 | +100.0% | 0.03% | – |
| SPAB | New | SPDR SERIES TRUSTetf | $564,000 | – | 19,201 | +100.0% | 0.03% | – |
| LX | New | LEXINFINTECH HLDGS LTDadr | $559,000 | – | 40,238 | +100.0% | 0.03% | – |
| SVC | New | SERVICE PPTYS TRreit | $557,000 | – | 22,884 | +100.0% | 0.03% | – |
| NUEM | New | NUSHARES ETF TRetf | $528,000 | – | 19,328 | +100.0% | 0.03% | – |
| CHRS | New | COHERUS BIOSCIENCES INCstock | $494,000 | – | 27,455 | +100.0% | 0.03% | – |
| XTN | New | SPDR SERIES TRUSTetf | $460,000 | – | 7,152 | +100.0% | 0.02% | – |
| APO | New | APOLLO GLOBAL MGMT INCstock | $453,000 | – | 9,500 | +100.0% | 0.02% | – |
| AUDC | New | AUDIOCODES LTDstock | $439,000 | – | 17,105 | +100.0% | 0.02% | – |
| CSQ | New | CALAMOS STRATEGIC TOTL RETNcef | $425,000 | – | 31,228 | +100.0% | 0.02% | – |
| FIXD | New | FIRST TR EXCHNG TRADED FD VIetf | $403,000 | – | 7,785 | +100.0% | 0.02% | – |
| BGRN | New | ISHARES TRetf | $372,000 | – | 6,937 | +100.0% | 0.02% | – |
| MLHR | New | MILLER HERMAN INCstock | $362,000 | – | 8,689 | +100.0% | 0.02% | – |
| GBLI | New | GLOBAL INDTY LTD CAYMANstock | $323,000 | – | 10,911 | +100.0% | 0.02% | – |
| KOF | New | COCA COLA FEMSA S A B DE C Vadr | $312,000 | – | 5,150 | +100.0% | 0.02% | – |
| BRMK | New | BROADMARK RLTY CAP INCreit | $298,000 | – | 23,402 | +100.0% | 0.02% | – |
| BIOS | New | OPTION CARE HEALTH INCstock | $303,000 | – | 81,237 | +100.0% | 0.02% | – |
| DHC | New | SENIOR HOUSING PROPERTIES TRUSTreit | $304,000 | – | 35,938 | +100.0% | 0.02% | – |
| SGDM | New | SPROTT ETF TRetf | $307,000 | – | 12,217 | +100.0% | 0.02% | – |
| HFRO | New | HIGHLAND INCOME FUNDcef | $265,000 | – | 21,326 | +100.0% | 0.01% | – |
| JRS | New | NUVEEN REAL ESTATE INCOME FDcef | $252,000 | – | 23,698 | +100.0% | 0.01% | – |
| VIAC | New | VIACOMCBS INCstock | $255,000 | – | 6,069 | +100.0% | 0.01% | – |
| BIT | New | BLACKROCK MULTI-SECTOR INC Tcef | $248,000 | – | 15,328 | +100.0% | 0.01% | – |
| VC | New | VISTEON CORPstock | $229,000 | – | 2,646 | +100.0% | 0.01% | – |
| BAPR | New | INNOVATOR ETFS TRetf | $188,000 | – | 6,723 | +100.0% | 0.01% | – |
| VKQ | New | INVESCO MUN TRcef | $197,000 | – | 15,907 | +100.0% | 0.01% | – |
| VIOO | New | VANGUARD ADMIRAL FDS INCetf | $173,000 | – | 1,140 | +100.0% | 0.01% | – |
| FDUS | New | FIDUS INVT CORPcef | $171,000 | – | 11,502 | +100.0% | 0.01% | – |
| LKNCY | New | LUCKIN COFFEE INCadr | $174,000 | – | 4,429 | +100.0% | 0.01% | – |
| MFD | New | MACQUARIE FT TR GB INF UT DIcef | $162,000 | – | 15,084 | +100.0% | 0.01% | – |
| NEV | New | NUVEEN ENHANCED MUN VALUE FDcef | $179,000 | – | 12,008 | +100.0% | 0.01% | – |
| CSTM | New | CONSTELLIUM SEstock | $157,000 | – | 11,700 | +100.0% | 0.01% | – |
| IBMJ | New | ISHARES TRetf | $154,000 | – | 5,992 | +100.0% | 0.01% | – |
| NYF | New | ISHARES TRetf | $153,000 | – | 2,679 | +100.0% | 0.01% | – |
| CLVS | New | CLOVIS ONCOLOGY INCstock | $155,000 | – | 14,850 | +100.0% | 0.01% | – |
| ETHO | New | ETF MANAGERS TRetf | $155,000 | – | 3,635 | +100.0% | 0.01% | – |
| BHK | New | BLACKROCK CORE BD TRcef | $146,000 | – | 10,043 | +100.0% | 0.01% | – |
| RADA | New | RADA ELECTR INDS LTDstock | $145,000 | – | 27,860 | +100.0% | 0.01% | – |
| CPTA | New | CAPITALA FIN CORPcef | $142,000 | – | 16,308 | +100.0% | 0.01% | – |
| PSL | New | INVESCO EXCHANGE TRADED FD Tetf | $142,000 | – | 1,913 | +100.0% | 0.01% | – |
| VTHR | New | VANGUARD SCOTTSDALE FDSetf | $137,000 | – | 938 | +100.0% | 0.01% | – |
| BGH | New | BARINGS GLOBAL SHORT DURATIOcef | $133,000 | – | 7,603 | +100.0% | 0.01% | – |
| CVU | New | CPI AEROSTRUCTURES INCstock | $124,000 | – | 18,395 | +100.0% | 0.01% | – |
| CHMI | New | CHERRY HILL MTG INVT CORPreit | $124,000 | – | 8,530 | +100.0% | 0.01% | – |
| CHNG | New | CHANGE HEALTHCARE INCstock | $131,000 | – | 8,000 | +100.0% | 0.01% | – |
| SATS | New | ECHOSTAR CORPstock | $107,000 | – | 2,475 | +100.0% | 0.01% | – |
| PAPR | New | INNOVATOR ETFS TRetf | $109,000 | – | 4,170 | +100.0% | 0.01% | – |
| JIGB | New | JP MORGAN EXCHANGE TRADED FDetf | $106,000 | – | 1,936 | +100.0% | 0.01% | – |
| ELY | New | CALLAWAY GOLF COstock | $121,000 | – | 5,709 | +100.0% | 0.01% | – |
| OUNZ | New | VANECK MERK GOLD TRUSTetf | $121,000 | – | 8,150 | +100.0% | 0.01% | – |
| LBRDK | New | LIBERTY BROADBAND CORPstock | $112,000 | – | 891 | +100.0% | 0.01% | – |
| FLDR | New | FIDELITYetf | $105,000 | – | 2,077 | +100.0% | 0.01% | – |
| GERN | New | GERON CORPstock | $109,000 | – | 80,000 | +100.0% | 0.01% | – |
| NET | New | CLOUDFLARE INCstock | $113,000 | – | 6,649 | +100.0% | 0.01% | – |
| YYY | New | AMPLIFY ETF TRetf | $95,000 | – | 5,311 | +100.0% | 0.01% | – |
| CLH | New | CLEAN HARBORS INCstock | $101,000 | – | 1,182 | +100.0% | 0.01% | – |
| SNBR | New | SLEEP NUMBER CORPstock | $98,000 | – | 1,989 | +100.0% | 0.01% | – |
| OPNT | New | OPIANT PHARMACEUTICALS INCstock | $86,000 | – | 6,000 | +100.0% | 0.01% | – |
| RVT | New | ROYCE VALUE TR INCcef | $89,000 | – | 6,000 | +100.0% | 0.01% | – |
| NMFC | New | NEW MTN FIN CORPcef | $102,000 | – | 7,451 | +100.0% | 0.01% | – |
| NTG | New | TORTOISE MIDSTRM ENERGY FD Icef | $87,000 | – | 7,956 | +100.0% | 0.01% | – |
| LSXMA | New | LIBERTY MEDIA CORP DELAWAREstock | $88,000 | – | 1,818 | +100.0% | 0.01% | – |
| SUSA | New | ISHARES TRetf | $101,000 | – | 750 | +100.0% | 0.01% | – |
| PXE | New | INVESCO EXCHANGE TRADED FD Tetf | $99,000 | – | 5,905 | +100.0% | 0.01% | – |
| LZB | New | LA Z BOY INCstock | $72,000 | – | 2,289 | +100.0% | 0.00% | – |
| OIS | New | OIL STS INTL INCstock | $71,000 | – | 4,374 | +100.0% | 0.00% | – |
| PJAN | New | INNOVATOR ETFS TRetf | $68,000 | – | 2,400 | +100.0% | 0.00% | – |
| ALC | New | ALCON INCstock | $75,000 | – | 1,310 | +100.0% | 0.00% | – |
| WORK | New | SLACK TECHNOLOGIES INCstock | $77,000 | – | 3,404 | +100.0% | 0.00% | – |
| EFOI | New | ENERGY FOCUS INCstock | $67,000 | – | 141,060 | +100.0% | 0.00% | – |
| FAD | New | FIRST TR MULTI CAP GR ALPHADetf | $82,000 | – | 1,060 | +100.0% | 0.00% | – |
| IBDQ | New | ISHARES TRetf | $71,000 | – | 2,720 | +100.0% | 0.00% | – |
| VSGX | New | VANGUARD WORLD FDetf | $70,000 | – | 1,311 | +100.0% | 0.00% | – |
| PUI | New | INVESCO EXCHANGE TRADED FD Tetf | $76,000 | – | 2,216 | +100.0% | 0.00% | – |
| LRGF | New | ISHARES TRetf | $74,000 | – | 2,160 | +100.0% | 0.00% | – |
| SHAK | New | SHAKE SHACK INCstock | $83,000 | – | 1,393 | +100.0% | 0.00% | – |
| SGEN | New | SEATTLE GENETICS INCstock | $71,000 | – | 620 | +100.0% | 0.00% | – |
| CRWD | New | CROWDSTRIKE HLDGS INCstock | $82,000 | – | 1,650 | +100.0% | 0.00% | – |
| ABG | New | ASBURY AUTOMOTIVE GROUP INCstock | $77,000 | – | 686 | +100.0% | 0.00% | – |
| GNT | New | GAMCO NAT RES GOLD & INCOMEcef | $85,000 | – | 14,338 | +100.0% | 0.00% | – |
| GUT | New | GABELLI UTIL TRcef | $70,000 | – | 8,978 | +100.0% | 0.00% | – |
| ARMK | New | ARAMARKstock | $76,000 | – | 1,745 | +100.0% | 0.00% | – |
| DRNA | New | DICERNA PHARMACEUTICALS INCstock | $74,000 | – | 3,348 | +100.0% | 0.00% | – |
| ACAD | New | ACADIA PHARMACEUTICALS INCstock | $71,000 | – | 1,648 | +100.0% | 0.00% | – |
| New | CREDIT SUISSE NASSAU BRHetf | $78,000 | – | 235 | +100.0% | 0.00% | – | |
| SPLB | New | SPDR SERIES TRUSTetf | $54,000 | – | 1,793 | +100.0% | 0.00% | – |
| BRG | New | BLUEROCK RESIDENTIAL GRW REIreit | $56,000 | – | 4,650 | +100.0% | 0.00% | – |
| RTM | New | INVESCO EXCHANGE TRADED FD Tetf | $50,000 | – | 435 | +100.0% | 0.00% | – |
| DMO | New | WESTERN ASSET MTG DEF OPPTYcef | $48,000 | – | 2,388 | +100.0% | 0.00% | – |
| IAE | New | VOYA ASIA PAC DIVID EQUITY Icef | $58,000 | – | 6,770 | +100.0% | 0.00% | – |
| ACWF | New | ISHARES TRetf | $65,000 | – | 2,085 | +100.0% | 0.00% | – |
| IBDO | New | ISHARES TRetf | $55,000 | – | 2,170 | +100.0% | 0.00% | – |
| IBDP | New | ISHARES TRetf | $55,000 | – | 2,160 | +100.0% | 0.00% | – |
| IBML | New | ISHARES TRetf | $50,000 | – | 1,945 | +100.0% | 0.00% | – |
| IBMK | New | ISHARES TRetf | $52,000 | – | 1,992 | +100.0% | 0.00% | – |
| IBHC | New | ISHARES TRetf | $53,000 | – | 2,120 | +100.0% | 0.00% | – |
| IBHE | New | ISHARES TRetf | $53,000 | – | 2,080 | +100.0% | 0.00% | – |
| IBHB | New | ISHARES TRetf | $53,000 | – | 2,140 | +100.0% | 0.00% | – |
| IBHD | New | ISHARES TRetf | $53,000 | – | 2,085 | +100.0% | 0.00% | – |
| IBHA | New | ISHARES IBONDS 2021 TERM HIGH YIELD AND INCOME ETFetf | $53,000 | – | 2,120 | +100.0% | 0.00% | – |
| IBMN | New | ISHARES TRetf | $51,000 | – | 1,859 | +100.0% | 0.00% | – |
| IBMM | New | ISHARES TRetf | $50,000 | – | 1,905 | +100.0% | 0.00% | – |
| IBDU | New | ISHARES TRetf | $55,000 | – | 2,170 | +100.0% | 0.00% | – |
| RSX | New | VANECK VECTORS ETF TRUSTetf | $63,000 | – | 2,538 | +100.0% | 0.00% | – |
| EGY | New | VAALCO ENERGY INCstock | $57,000 | – | 25,500 | +100.0% | 0.00% | – |
| UBER | New | UBER TECHNOLOGIES INCstock | $54,000 | – | 1,796 | +100.0% | 0.00% | – |
| FIHD | New | UBS AG LONDON BRHetf | $58,000 | – | 278 | +100.0% | 0.00% | – |
| SBT | New | STERLING BANCORP INCstock | $60,000 | – | 7,365 | +100.0% | 0.00% | – |
| JMLP | New | NUVEEN ALL CAP ENE MLP OPPOcef | $50,000 | – | 9,571 | +100.0% | 0.00% | – |
| NULV | New | NUSHARES ETF TRetf | $62,000 | – | 1,875 | +100.0% | 0.00% | – |
| CHWY | New | CHEWY INC CL Astock | $48,000 | – | 1,650 | +100.0% | 0.00% | – |
| SOHO | New | SOTHERLY HOTELS INCreit | $61,000 | – | 9,000 | +100.0% | 0.00% | – |
| SBGL | New | SIBANYE STILLWATERadr | $59,000 | – | 5,981 | +100.0% | 0.00% | – |
| ROAD | New | CONSTRUCTION PARTNERS INCstock | $63,000 | – | 3,730 | +100.0% | 0.00% | – |
| OI | New | O-I GLASS INCstock | $36,000 | – | 3,004 | +100.0% | 0.00% | – |
| WFCPRL | New | WELLS FARGO CO NEWconvertible preferred | $33,000 | – | 23 | +100.0% | 0.00% | – |
| EMQQ | New | EXCHANGE TRADED CONCEPTS TRetf | $40,000 | – | 1,130 | +100.0% | 0.00% | – |
| WMGI | New | WRIGHT MED GROUP N Vstock | $30,000 | – | 972 | +100.0% | 0.00% | – |
| PSJ | New | INVESCO EXCHANGE TRADED FD Tetf | $44,000 | – | 438 | +100.0% | 0.00% | – |
| SRNE | New | SORRENTO THERAPEUTICS INCstock | $34,000 | – | 10,000 | +100.0% | 0.00% | – |
| XT | New | ISHARES TRetf | $41,000 | – | 949 | +100.0% | 0.00% | – |
| ACP | New | ABERDEEN INCOME CR STRATEGIEcef | $34,000 | – | 2,950 | +100.0% | 0.00% | – |
| FGD | New | FIRST TR EXCHANGE TRADED FDetf | $33,000 | – | 1,333 | +100.0% | 0.00% | – |
| BJUL | New | INNOVATOR ETFS TRetf | $37,000 | – | 1,337 | +100.0% | 0.00% | – |
| DISCA | New | DISCOVERY INCstock | $37,000 | – | 1,131 | +100.0% | 0.00% | – |
| DIV | New | GLOBAL X FDSetf | $35,000 | – | 1,476 | +100.0% | 0.00% | – |
| GLOB | New | GLOBANT S Astock | $31,000 | – | 292 | +100.0% | 0.00% | – |
| CDNS | New | CADENCE DESIGN SYSTEM INCstock | $31,000 | – | 453 | +100.0% | 0.00% | – |
| JPUS | New | JP MORGAN EXCHANGE TRADED FDetf | $40,000 | – | 500 | +100.0% | 0.00% | – |
| SM | New | SM ENERGY COstock | $35,000 | – | 3,149 | +100.0% | 0.00% | – |
| CG | New | CARLYLE GROUP LPstock | $30,000 | – | 930 | +100.0% | 0.00% | – |
| FTAI | New | FORTRESS TRANS INFRST INVS Lstock | $43,000 | – | 2,204 | +100.0% | 0.00% | – |
| PDEC | New | INNOVATOR ETFS TRetf | $30,000 | – | 1,140 | +100.0% | 0.00% | – |
| FLXN | New | FLEXION THERAPEUTICS INCstock | $41,000 | – | 2,000 | +100.0% | 0.00% | – |
| BACPRL | New | BANK AMER CORPconvertible preferred | $33,000 | – | 23 | +100.0% | 0.00% | – |
| IAA | New | IAA INCstock | $42,000 | – | 880 | +100.0% | 0.00% | – |
| GIII | New | G-III APPAREL GROUP LTDstock | $44,000 | – | 1,325 | +100.0% | 0.00% | – |
| LUNA | New | LUNA INNOVATIONSstock | $33,000 | – | 4,588 | +100.0% | 0.00% | – |
| CMC | New | COMMERCIAL METALS COstock | $36,000 | – | 1,600 | +100.0% | 0.00% | – |
| RWM | New | PROSHARES TRetf | $29,000 | – | 790 | +100.0% | 0.00% | – |
| NHF | New | NEXPOINT STRATEGIC OPORTUNTcef | $39,000 | – | 2,191 | +100.0% | 0.00% | – |
| SPNX | New | SUPERIOR ENERGY SVCS INCstock | $29,000 | – | 5,887 | +100.0% | 0.00% | – |
| BH | New | BIGLARI HLDGS INCstock | $46,000 | – | 400 | +100.0% | 0.00% | – |
| IUS | New | INVESCO EXCH TRD SLF IDX FDetf | $43,000 | – | 1,568 | +100.0% | 0.00% | – |
| RSF | New | RIVERNORTH MARKETPLACE LENDIcef | $38,000 | – | 2,067 | +100.0% | 0.00% | – |
| ZYME | New | ZYMEWORKS INCstock | $45,000 | – | 1,000 | +100.0% | 0.00% | – |
| New | NOVELLUS SYS INCconvertible | $46,000 | – | 5,000 | +100.0% | 0.00% | – | |
| EUSA | New | ISHARES INCetf | $32,000 | – | 504 | +100.0% | 0.00% | – |
| GHG | New | GREENTREE HOSPITALTY GROUP Ladr | $47,000 | – | 4,236 | +100.0% | 0.00% | – |
| EWZS | New | ISHARES TRetf | $29,000 | – | 1,343 | +100.0% | 0.00% | – |
| SPTS | New | SPDR SERIES TRUSTetf | $35,000 | – | 1,179 | +100.0% | 0.00% | – |
| KTB | New | KONTOOR BRANDS INCstock | $41,000 | – | 976 | +100.0% | 0.00% | – |
| ETY | New | EATON VANCE TX MGD DIV EQ INcef | $38,000 | – | 3,045 | +100.0% | 0.00% | – |
| ELMD | New | ELECTROMED INCstock | $45,000 | – | 5,231 | +100.0% | 0.00% | – |
| EVRI | New | EVERI HLDGS INCstock | $30,000 | – | 2,264 | +100.0% | 0.00% | – |
| JTA | New | NUVEEN TX ADV TOTAL RET STRGcef | $30,000 | – | 2,463 | +100.0% | 0.00% | – |
| HIL | New | HILL INTERNATIONAL INCstock | $34,000 | – | 10,700 | +100.0% | 0.00% | – |
| EVTC | New | EVERTEC INCstock | $42,000 | – | 1,243 | +100.0% | 0.00% | – |
| CPLG | New | COREPOINT LODGING INCreit | $26,000 | – | 2,481 | +100.0% | 0.00% | – |
| HCHC | New | HC2 HLDGS INCstock | $11,000 | – | 5,000 | +100.0% | 0.00% | – |
| BYND | New | BEYOND MEAT INCstock | $17,000 | – | 225 | +100.0% | 0.00% | – |
| SMMT | New | SUMMIT THERAPEUTICS PLCadr | $11,000 | – | 7,000 | +100.0% | 0.00% | – |
| DDF | New | DELAWARE INVTS DIV & INCOMEcef | $18,000 | – | 1,166 | +100.0% | 0.00% | – |
| EQH | New | EQUITABLE HLDGS INC COMstock | $12,000 | – | 473 | +100.0% | 0.00% | – |
| CHGG | New | CHEGG INCstock | $12,000 | – | 313 | +100.0% | 0.00% | – |
| NLOK | New | NORTONLIFELOCK INCstock | $23,000 | – | 917 | +100.0% | 0.00% | – |
| SFIX | New | STITCH FIX INCstock | $26,000 | – | 1,000 | +100.0% | 0.00% | – |
| SPXX | New | NUVEEN S&P 500 DYN OVERWRITEcef | $11,000 | – | 667 | +100.0% | 0.00% | – |
| AGD | New | ABERDEEN GLOBAL DYNAMIC DIVIcef | $17,000 | – | 1,622 | +100.0% | 0.00% | – |
| SWP | New | STANLEY BLACK & DECKER INCstock | $26,000 | – | 236 | +100.0% | 0.00% | – |
| DHRPRA | New | DANAHER CORPORATIONconvertible preferred | $25,000 | – | 21 | +100.0% | 0.00% | – |
| JCE | New | NUVEEN CORE EQUITY ALPHA FUNcef | $16,000 | – | 1,065 | +100.0% | 0.00% | – |
| NULG | New | NUSHARES ETF TRetf | $28,000 | – | 681 | +100.0% | 0.00% | – |
| NURE | New | NUSHARES ETF TRetf | $14,000 | – | 476 | +100.0% | 0.00% | – |
| NUHY | New | NUSHARES ETF TRetf | $19,000 | – | 733 | +100.0% | 0.00% | – |
| New | SPIRIT RLTY CAP INC NEWconvertible | $20,000 | – | 19,000 | +100.0% | 0.00% | – | |
| EDIV | New | SPDR INDEX SHS FDSetf | $10,000 | – | 318 | +100.0% | 0.00% | – |
| SCCO | New | SOUTHERN COPPER CORPstock | $25,000 | – | 586 | +100.0% | 0.00% | – |
| AVYA | New | AVAYA HLDGS CORPstock | $24,000 | – | 1,750 | +100.0% | 0.00% | – |
| CHDN | New | CHURCHILL DOWNS INCstock | $27,000 | – | 200 | +100.0% | 0.00% | – |
| GL | New | GLOBE LIFE INCstock | $28,000 | – | 258 | +100.0% | 0.00% | – |
| OVV | New | ENCANA CORPORATIONstock | $18,000 | – | 3,941 | +100.0% | 0.00% | – |
| SELF | New | GLOBAL SELF STORAGE INCreit | $16,000 | – | 3,663 | +100.0% | 0.00% | – |
| UWT | New | CITIGROUP GLOBAL MKTS HLDGSetf | $13,000 | – | 929 | +100.0% | 0.00% | – |
| SRVR | New | PACER FDS TRetf | $14,000 | – | 441 | +100.0% | 0.00% | – |
| INDS | New | PACER FDS TRetf | $14,000 | – | 434 | +100.0% | 0.00% | – |
| GNL | New | GLOBAL NET LEASE INCreit | $10,000 | – | 492 | +100.0% | 0.00% | – |
| PCTY | New | PAYLOCITY HLDG CORPstock | $24,000 | – | 200 | +100.0% | 0.00% | – |
| EMO | New | CLEARBRIDGE ENERGY MIDSTRM Ocef | $10,000 | – | 1,214 | +100.0% | 0.00% | – |
| PRDO | New | CAREER EDUCATION CORPstock | $21,000 | – | 1,115 | +100.0% | 0.00% | – |
| PKI | New | PERKINELMER INCstock | $17,000 | – | 172 | +100.0% | 0.00% | – |
| DWX | New | SPDR INDEX SHS FDSetf | $27,000 | – | 662 | +100.0% | 0.00% | – |
| RCS | New | PIMCO STRATEGIC INCOME FD INcef | $24,000 | – | 2,596 | +100.0% | 0.00% | – |
| PGP | New | PIMCO GLOBAL STOCKSPLS INCMcef | $21,000 | – | 1,796 | +100.0% | 0.00% | – |
| PTY | New | PIMCO CORPORATE & INCOME OPPcef | $16,000 | – | 863 | +100.0% | 0.00% | – |
| PFL | New | PIMCO INCOME STRATEGY FUNDcef | $10,000 | – | 883 | +100.0% | 0.00% | – |
| BKSC | New | BANK SOUTH CAROLINA CORPstock | $19,000 | – | 1,000 | +100.0% | 0.00% | – |
| FMN | New | FEDERATED PREM MUN INC FDcef | $24,000 | – | 1,706 | +100.0% | 0.00% | – |
| SSP | New | SCRIPPS E W CO OHIOstock | $16,000 | – | 1,007 | +100.0% | 0.00% | – |
| PINS | New | PINTEREST INCstock | $21,000 | – | 1,152 | +100.0% | 0.00% | – |
| PLUG | New | PLUG POWER INCstock | $25,000 | – | 7,921 | +100.0% | 0.00% | – |
| PLYM | New | PLYMOUTH INDL REIT INCreit | $18,000 | – | 1,000 | +100.0% | 0.00% | – |
| FFR | New | FIRST TR FTSE EPRA/NAREIT DEetf | $14,000 | – | 284 | +100.0% | 0.00% | – |
| MIE | New | COHEN & STEERS MLP INC & ENRcef | $20,000 | – | 2,529 | +100.0% | 0.00% | – |
| New | PRICELINE GRP INCconvertible | $19,000 | – | 12,000 | +100.0% | 0.00% | – | |
| New | PRICELINE GRP INCconvertible | $14,000 | – | 12,000 | +100.0% | 0.00% | – | |
| COMM | New | COMMSCOPE HLDG CO INCstock | $20,000 | – | 1,400 | +100.0% | 0.00% | – |
| EWA | New | ISHARES INCetf | $11,000 | – | 496 | +100.0% | 0.00% | – |
| SEA | New | INVESCO EXCHNG TRADED FD TRetf | $12,000 | – | 1,135 | +100.0% | 0.00% | – |
| LEMB | New | ISHARES INCetf | $28,000 | – | 640 | +100.0% | 0.00% | – |
| ZM | New | ZOOM VIDEO COMMUNICATIONS INstock | $13,000 | – | 191 | +100.0% | 0.00% | – |
| EHT | New | EATON VANCE HIGH INCOME 2021cef | $10,000 | – | 1,014 | +100.0% | 0.00% | – |
| EXG | New | EATON VANCE TAX MNGD GBL DVcef | $16,000 | – | 1,859 | +100.0% | 0.00% | – |
| XRX | New | XEROX HOLDINGS CORPstock | $15,000 | – | 406 | +100.0% | 0.00% | – |
| XMLV | New | INVESCO EXCHNG TRADED FD TRetf | $28,000 | – | 529 | +100.0% | 0.00% | – |
| WLFC | New | WILLIS LEASE FINANCE CORPstock | $18,000 | – | 300 | +100.0% | 0.00% | – |
| PSCH | New | INVESCO EXCHNG TRADED FD TRetf | $19,000 | – | 144 | +100.0% | 0.00% | – |
| New | ARES CAP CORPconvertible | $25,000 | – | 24,000 | +100.0% | 0.00% | – | |
| UTES | New | ETFIS SER TR Ietf | $14,000 | – | 348 | +100.0% | 0.00% | – |
| New | ANTHEM INCconvertible | $25,000 | – | 6,000 | +100.0% | 0.00% | – | |
| PPTY | New | ETF SER SOLUTIONSetf | $19,000 | – | 590 | +100.0% | 0.00% | – |
| IDE | New | VOYA INFRASTRUCTURE INDLS &cef | $12,000 | – | 1,003 | +100.0% | 0.00% | – |
| EWRE | New | INVESCO EXCHANGE TRADED FD Tetf | $17,000 | – | 543 | +100.0% | 0.00% | – |
| MYOV | New | MYOVANT SCIENCES LTDstock | $17,000 | – | 1,100 | +100.0% | 0.00% | – |
| AOR | New | ISHARES TRetf | $26,000 | – | 542 | +100.0% | 0.00% | – |
| New | DYCOM INDS INCconvertible | $14,000 | – | 14,000 | +100.0% | 0.00% | – | |
| RFG | New | INVESCO EXCHANGE TRADED FD Tetf | $13,000 | – | 82 | +100.0% | 0.00% | – |
| VSMV | New | VICTORY PORTFOLIOS IIetf | $14,000 | – | 434 | +100.0% | 0.00% | – |
| VERU | New | VERU INCstock | $24,000 | – | 7,250 | +100.0% | 0.00% | – |
| NVCR | New | NOVOCURE LTDstock | $25,000 | – | 300 | +100.0% | 0.00% | – |
| IEDI | New | ISHARES US ETF TRetf | $14,000 | – | 460 | +100.0% | 0.00% | – |
| MEAR | New | ISHARES US ETF TRetf | $25,000 | – | 502 | +100.0% | 0.00% | – |
| VBF | New | INVESCO BD FDcef | $21,000 | – | 1,022 | +100.0% | 0.00% | – |
| VCLT | New | VANGUARD SCOTTSDALE FDSetf | $27,000 | – | 266 | +100.0% | 0.00% | – |
| BSTZ | New | BLACKROCK SCIENCE & TECH TRcef | $12,000 | – | 600 | +100.0% | 0.00% | – |
| ICSH | New | ISHARES TRetf | $25,000 | – | 502 | +100.0% | 0.00% | – |
| EMTL | New | SSGA ACTIVE TRetf | $25,000 | – | 482 | +100.0% | 0.00% | – |
| PSR | New | INVESCO ACTIVELY MANAGD ETFetf | $17,000 | – | 177 | +100.0% | 0.00% | – |
| FTI | New | TECHNIPFMC PLCstock | $27,000 | – | 1,250 | +100.0% | 0.00% | – |
| IVLU | New | ISHARES TRetf | $19,000 | – | 791 | +100.0% | 0.00% | – |
| ESGU | New | ISHARES TRetf | $15,000 | – | 204 | +100.0% | 0.00% | – |
| FALN | New | ISHARES TRetf | $25,000 | – | 913 | +100.0% | 0.00% | – |
| IGRO | New | ISHARES TRetf | $23,000 | – | 389 | +100.0% | 0.00% | – |
| SDG | New | ISHARES TRetf | $21,000 | – | 316 | +100.0% | 0.00% | – |
| IHAK | New | ISHARES TRetf | $16,000 | – | 603 | +100.0% | 0.00% | – |
| LGLV | New | SPDR SERIES TRUSTetf | $14,000 | – | 125 | +100.0% | 0.00% | – |
| RYAM | New | RAYONIER ADVANCED MATLS INCstock | $18,000 | – | 4,767 | +100.0% | 0.00% | – |
| FITE | New | SPDR SERIES TRUSTetf | $14,000 | – | 367 | +100.0% | 0.00% | – |
| FFIC | New | FLUSHING FINL CORPstock | $23,000 | – | 1,033 | +100.0% | 0.00% | – |
| ESML | New | ISHARES TRetf | $26,000 | – | 900 | +100.0% | 0.00% | – |
| RLGY | New | REALOGY HLDGS CORPstock | $13,000 | – | 1,319 | +100.0% | 0.00% | – |
| PJUL | New | INNOVATOR ETFS TRetf | $21,000 | – | 767 | +100.0% | 0.00% | – |
| JHX | New | JAMES HARDIE INDS PLCadr | $11,000 | – | 568 | +100.0% | 0.00% | – |
| ATAX | New | AMERICA FIRST MULTIFAMILY INstock | $14,000 | – | 1,782 | +100.0% | 0.00% | – |
| DCUE | New | DOMINION ENERGY INCstock | $23,000 | – | 216 | +100.0% | 0.00% | – |
| PNOV | New | INNOVATOR ETFS TRetf | $23,000 | – | 880 | +100.0% | 0.00% | – |
| JHMU | New | JOHN HANCOCK ETF TRUSTetf | $14,000 | – | 416 | +100.0% | 0.00% | – |
| FINS | New | ANGEL OAK FINL STRATEGIES INcef | $12,000 | – | 600 | +100.0% | 0.00% | – |
| OEC | New | ORION ENGINEERED CARBONS S Astock | $15,000 | – | 800 | +100.0% | 0.00% | – |
| KMF | New | KAYNE ANDERSON MDSTM ENERGYcef | $19,000 | – | 1,800 | +100.0% | 0.00% | – |
| ACIA | New | ACACIA COMMUNICATIONS INCstock | $14,000 | – | 200 | +100.0% | 0.00% | – |
| INFU | New | INFUSYSTEM HLDGS INCstock | $13,000 | – | 1,550 | +100.0% | 0.00% | – |
| KRO | New | KRONOS WORLDWIDE INCstock | $23,000 | – | 1,670 | +100.0% | 0.00% | – |
| New | ILLUMINA INCconvertible | $25,000 | – | 18,000 | +100.0% | 0.00% | – | |
| FOMX | New | FOAMIX PHARMACEUTICALS LTDstock | $10,000 | – | 3,150 | +100.0% | 0.00% | – |
| UNF | New | UNIFIRST CORP MASSstock | $16,000 | – | 81 | +100.0% | 0.00% | – |
| LSCC | New | LATTICE SEMICONDUCTOR CORPstock | $10,000 | – | 522 | +100.0% | 0.00% | – |
| LVHD | New | LEGG MASON ETF INVESTMENT TRetf | $14,000 | – | 415 | +100.0% | 0.00% | – |
| INMD | New | INMODE LTDstock | $12,000 | – | 300 | +100.0% | 0.00% | – |
| IBKC | New | IBERIABANK CORPstock | $15,000 | – | 200 | +100.0% | 0.00% | – |
| KMDA | New | KAMADA LTDstock | $11,000 | – | 1,583 | +100.0% | 0.00% | – |
| RDVY | New | FIRST TR EXCHANGE TRADED FDetf | $27,000 | – | 754 | +100.0% | 0.00% | – |
| QDF | New | FLEXSHARES TRetf | $10,000 | – | 200 | +100.0% | 0.00% | – |
| KORP | New | AMERICAN CENTY ETF TRetf | $10,000 | – | 201 | +100.0% | 0.00% | – |
| ERX | New | DIREXION SHS ETF TRetf | $13,000 | – | 728 | +100.0% | 0.00% | – |
| New | MACQUARIE INFRASTRUCTURE CORconvertible | $20,000 | – | 21,000 | +100.0% | 0.00% | – | |
| DIOD | New | DIODES INCstock | $11,000 | – | 200 | +100.0% | 0.00% | – |
| TCOM | New | TRIP COM GROUP LTDadr | $18,000 | – | 549 | +100.0% | 0.00% | – |
| BKN | New | BLACKROCK INVT QUALITY MUN Tcef | $16,000 | – | 1,006 | +100.0% | 0.00% | – |
| AEPPL | New | AMERICAN ELEC PWR CO INCstock | $25,000 | – | 470 | +100.0% | 0.00% | – |
| HEP | New | HOLLY ENERGY PARTNERS L Pstock | $17,000 | – | 781 | +100.0% | 0.00% | – |
| TMDX | New | TRANSMEDICS GROUP INCstock | $10,000 | – | 503 | +100.0% | 0.00% | – |
| TW | New | TRADEWEB MKTS INCstock | $15,000 | – | 326 | +100.0% | 0.00% | – |
| SNLN | New | HIGHLAND FDS Ietf | $15,000 | – | 860 | +100.0% | 0.00% | – |
| BSM | New | BLACK STONE MINERALS L Pstock | $11,000 | – | 877 | +100.0% | 0.00% | – |
| HESM | New | HESS MIDSTREAM LPstock | $23,000 | – | 1,000 | +100.0% | 0.00% | – |
| GXC | New | SPDR INDEX SHS FDSetf | $15,000 | – | 147 | +100.0% | 0.00% | – |
| ROBT | New | FIRST TR EXCHANGE TRADED FDetf | $12,000 | – | 355 | +100.0% | 0.00% | – |
| WTRU | New | AQUA AMERICA INCstock | $23,000 | – | 372 | +100.0% | 0.00% | – |
| CDLX | New | CARDLYTICS INCstock | $14,000 | – | 221 | +100.0% | 0.00% | – |
| New | TELADOC HEALTH INCconvertible | $16,000 | – | 8,000 | +100.0% | 0.00% | – | |
| MWA | New | MUELLER WTR PRODS INCstock | $11,000 | – | 920 | +100.0% | 0.00% | – |
| New | BIOMARIN PHARMACEUTICAL INCconvertible | $11,000 | – | 10,000 | +100.0% | 0.00% | – | |
| TSLF | New | THL CR SR LN FDcef | $28,000 | – | 1,846 | +100.0% | 0.00% | – |
| New | AMERICAN RLTY CAP PPTYS INCconvertible | $21,000 | – | 21,000 | +100.0% | 0.00% | – | |
| CDEV | New | CENTENNIAL RESOURCE DEV INCstock | $14,000 | – | 3,000 | +100.0% | 0.00% | – |
| HPF | New | HANCOCK JOHN PFD INCOME FD Icef | $11,000 | – | 480 | +100.0% | 0.00% | – |
| STNG | New | SCORPIO TANKERS INCstock | $10,000 | – | 246 | +100.0% | 0.00% | – |
| BTO | New | HANCOCK JOHN FINL OPPTYS FDcef | $21,000 | – | 588 | +100.0% | 0.00% | – |
| NYCBPRU | New | NEW YORK CMNTY CAP TR Vstock | $20,000 | – | 403 | +100.0% | 0.00% | – |
| NVST | New | ENVISTA HLDGS CORPstock | $20,000 | – | 665 | +100.0% | 0.00% | – |
| AKBA | New | AKEBIA THERAPEUTICS INCstock | $27,000 | – | 4,304 | +100.0% | 0.00% | – |
| EQL | New | ALPS ETF TRetf | $8,000 | – | 101 | +100.0% | 0.00% | – |
| ACST | New | ACASTI PHARMA INCstock | $5,000 | – | 2,000 | +100.0% | 0.00% | – |
| ADUS | New | ADDUS HOMECARE CORPstock | $1,000 | – | 6 | +100.0% | 0.00% | – |
| YOLO | New | ADVISORSHARES TRetf | $3,000 | – | 254 | +100.0% | 0.00% | – |
| AERI | New | AERIE PHARMACEUTICALS INCstock | $6,000 | – | 261 | +100.0% | 0.00% | – |
| AJRD | New | AEROJET ROCKETDYNE HLDGS INCstock | $1,000 | – | 16 | +100.0% | 0.00% | – |
| ADSW | New | ADVANCED DISP SVCS INC DELstock | $1,000 | – | 24 | +100.0% | 0.00% | – |
| AEIS | New | ADVANCED ENERGY INDSstock | $1,000 | – | 17 | +100.0% | 0.00% | – |
| New | AKAMAI TECHNOLOGIES INCconvertible | $7,000 | – | 6,000 | +100.0% | 0.00% | – | |
| AKRXQ | New | AKORN INCstock | $1,000 | – | 854 | +100.0% | 0.00% | – |
| ALX | New | ALEXANDERS INCreit | $1,000 | – | 3 | +100.0% | 0.00% | – |
| ATUS | New | ALTICE USA INCstock | $8,000 | – | 294 | +100.0% | 0.00% | – |
| AMRC | New | AMERESCO INCstock | $1,000 | – | 50 | +100.0% | 0.00% | – |
| AFIN | New | AMERICAN FIN TR INCreit | $9,000 | – | 675 | +100.0% | 0.00% | – |
| ABCB | New | AMERIS BANCORPstock | $2,000 | – | 41 | +100.0% | 0.00% | – |
| FOLD | New | AMICUS THERAPEUTICS INCstock | $6,000 | – | 599 | +100.0% | 0.00% | – |
| IBUY | New | AMPLIFY ETF TRetf | $4,000 | – | 85 | +100.0% | 0.00% | – |
| AMPY | New | AMPLIFY ENERGY CORP NEWstock | $0 | – | 8 | +100.0% | 0.00% | – |
| ANGO | New | ANGIODYNAMICS INCstock | $1,000 | – | 52 | +100.0% | 0.00% | – |
| AROC | New | ARCHROCK INCstock | $1,000 | – | 74 | +100.0% | 0.00% | – |
| AINC | New | ASHFORD INCstock | $0 | – | 5 | +100.0% | 0.00% | – |
| ATRO | New | ASTRONICS CORPstock | $1,000 | – | 23 | +100.0% | 0.00% | – |
| AAWW | New | ATLAS AIR WORLDWIDE HLDGS INstock | $3,000 | – | 101 | +100.0% | 0.00% | – |
| AVTR | New | AVANTOR INCstock | $2,000 | – | 117 | +100.0% | 0.00% | – |
| BBX | New | BBX CAP CORP NEWstock | $1,000 | – | 136 | +100.0% | 0.00% | – |
| BJ | New | BJS WHSL CLUB HLDGS INCstock | $4,000 | – | 170 | +100.0% | 0.00% | – |
| BPMP | New | BP MIDSTREAM PARTNERS LPstock | $7,000 | – | 469 | +100.0% | 0.00% | – |
| BMCH | New | BMC STK HLDGS INCstock | $3,000 | – | 107 | +100.0% | 0.00% | – |
| BBAR | New | BANCO BBVA ARGENTINA SAadr | $0 | – | 3 | +100.0% | 0.00% | – |
| BANF | New | BANCFIRST CORPstock | $1,000 | – | 11 | +100.0% | 0.00% | – |
| NIB | New | BARCLAYS BANK PLCetf | $2,000 | – | 72 | +100.0% | 0.00% | – |
| MPV | New | BARINGS PARTN INVScef | $3,000 | – | 186 | +100.0% | 0.00% | – |
| BXRX | New | BAUDAX BIO INCstock | $2,000 | – | 222 | +100.0% | 0.00% | – |
| BGNE | New | BEIGENE LTDadr | $4,000 | – | 24 | +100.0% | 0.00% | – |
| BHE | New | BENCHMARK ELECTRS INCstock | $1,000 | – | 20 | +100.0% | 0.00% | – |
| BRY | New | BERRY PETE CORPstock | $5,000 | – | 549 | +100.0% | 0.00% | – |
| BYD | New | BOYD GAMING CORPstock | $5,000 | – | 161 | +100.0% | 0.00% | – |
| MNRL | New | BRIGHAM MINERALS INCstock | $1,000 | – | 38 | +100.0% | 0.00% | – |
| EAT | New | BRINKER INTL INCstock | $1,000 | – | 17 | +100.0% | 0.00% | – |
| BKD | New | BROOKDALE SR LIVING INCstock | $1,000 | – | 98 | +100.0% | 0.00% | – |
| RA | New | BROOKFIELD REAL ASSETS INCOMcef | $5,000 | – | 247 | +100.0% | 0.00% | – |
| CIT | New | CIT GROUP INCstock | $1,000 | – | 25 | +100.0% | 0.00% | – |
| CKX | New | CKX LANDS INCstock | $1,000 | – | 150 | +100.0% | 0.00% | – |
| CRAI | New | CRA INTL INCstock | $0 | – | 7 | +100.0% | 0.00% | – |
| CWH | New | CAMPING WORLD HLDGS INCstock | $1,000 | – | 52 | +100.0% | 0.00% | – |
| CFFN | New | CAPITOL FED FINL INCstock | $1,000 | – | 55 | +100.0% | 0.00% | – |
| New | CAPSTONE TURBINE CORPstock | $0 | – | 4 | +100.0% | 0.00% | – | |
| CMO | New | CAPSTEAD MTG CORPreit | $0 | – | 59 | +100.0% | 0.00% | – |
| CDNA | New | CAREDX INCstock | $0 | – | 23 | +100.0% | 0.00% | – |
| CTRE | New | CARETRUST REIT INCreit | $3,000 | – | 160 | +100.0% | 0.00% | – |
| CRS | New | CARPENTER TECHNOLOGY CORPstock | $1,000 | – | 13 | +100.0% | 0.00% | – |
| CIH | New | CHINA INDEX HLDGS LTDadr | $0 | – | 110 | +100.0% | 0.00% | – |
| CIO | New | CITY OFFICE REIT INCreit | $1,000 | – | 52 | +100.0% | 0.00% | – |
| RFI | New | COHEN & STEERS TOTAL RETURNcef | $5,000 | – | 355 | +100.0% | 0.00% | – |
| CVLT | New | COMMVAULT SYSTEMS INCstock | $0 | – | 10 | +100.0% | 0.00% | – |
| CRTX | New | CORTEXYME INCstock | $1,000 | – | 25 | +100.0% | 0.00% | – |
| COTY | New | COTY INCstock | $8,000 | – | 714 | +100.0% | 0.00% | – |
| UGAZF | New | CREDIT SUISSE AG NASSAU BRHetf | $4,000 | – | 57 | +100.0% | 0.00% | – |
| CRT | New | CROSS TIMBERS RTY TRstock | $4,000 | – | 463 | +100.0% | 0.00% | – |
| CFB | New | CROSSFIRST BANKSHARES INCstock | $1,000 | – | 75 | +100.0% | 0.00% | – |
| CUB | New | CUBIC CORPstock | $2,000 | – | 21 | +100.0% | 0.00% | – |
| CTMX | New | CYTOMX THERAPEUTICS INCstock | $1,000 | – | 138 | +100.0% | 0.00% | – |
| DXPE | New | DXP ENTERPRISES INC NEWstock | $0 | – | 9 | +100.0% | 0.00% | – |
| PLAY | New | DAVE & BUSTERS ENTMT INCstock | $5,000 | – | 125 | +100.0% | 0.00% | – |
| DRH | New | DIAMONDROCK HOSPITALITY COreit | $1,000 | – | 66 | +100.0% | 0.00% | – |
| DCOM | New | DIME CMNTY BANCSHARESstock | $1,000 | – | 55 | +100.0% | 0.00% | – |
| GOAU | New | ETF SER SOLUTIONSetf | $7,000 | – | 414 | +100.0% | 0.00% | – |
| PFFR | New | ETFIS SER TR Ietf | $6,000 | – | 250 | +100.0% | 0.00% | – |
| ITEQ | New | ETF MANAGERS TRetf | $3,000 | – | 59 | +100.0% | 0.00% | – |
| ECC | New | EAGLE PT CR CO LLCcef | $4,000 | – | 265 | +100.0% | 0.00% | – |
| EFC | New | ELLINGTON FINANCIAL INCreit | $1,000 | – | 61 | +100.0% | 0.00% | – |
| ESRT | New | EMPIRE ST RLTY TR INCreit | $1,000 | – | 56 | +100.0% | 0.00% | – |
| ENPH | New | ENPHASE ENERGY INCstock | $9,000 | – | 334 | +100.0% | 0.00% | – |
| NPO | New | ENPRO INDS INCstock | $1,000 | – | 9 | +100.0% | 0.00% | – |
| ELS | New | EQUITY LIFESTYLE PPTYS INCreit | $1,000 | – | 12 | +100.0% | 0.00% | – |
| ESS | New | ESSEX PPTY TR INCreit | $8,000 | – | 27 | +100.0% | 0.00% | – |
| ETH | New | ETHAN ALLEN INTERIORS INCstock | $1,000 | – | 39 | +100.0% | 0.00% | – |
| AQUA | New | EVOQUA WATER TECHNOLOGIES COstock | $2,000 | – | 100 | +100.0% | 0.00% | – |
| EYEN | New | EYENOVIA INCstock | $7,000 | – | 1,500 | +100.0% | 0.00% | – |
| SFUN | New | FANG HLDGS LTDadr | $0 | – | 110 | +100.0% | 0.00% | – |
| FATE | New | FATE THERAPEUTICS INCstock | $1,000 | – | 38 | +100.0% | 0.00% | – |
| FSS | New | FEDERAL SIGNAL CORPstock | $0 | – | 13 | +100.0% | 0.00% | – |
| FGEN | New | FIBROGEN INCstock | $0 | – | 9 | +100.0% | 0.00% | – |
| FIDI | New | FIDELITY COVINGTON TRetf | $5,000 | – | 233 | +100.0% | 0.00% | – |
| FLIC | New | FIRST LONG IS CORPstock | $1,000 | – | 29 | +100.0% | 0.00% | – |
| SRCE | New | 1ST SOURCE CORPstock | $1,000 | – | 12 | +100.0% | 0.00% | – |
| FFA | New | FIRST TR ENHANCED EQTY INC Fcef | $4,000 | – | 250 | +100.0% | 0.00% | – |
| NXTG | New | FIRST TR EXCHANGE TRADED FDetf | $7,000 | – | 134 | +100.0% | 0.00% | – |
| FLXS | New | FLEXSTEEL INDS INCstock | $1,000 | – | 35 | +100.0% | 0.00% | – |
| FOCS | New | FOCUS FINL PARTNERS INCstock | $2,000 | – | 76 | +100.0% | 0.00% | – |
| FOR | New | FORESTAR GROUP INCstock | $0 | – | 15 | +100.0% | 0.00% | – |
| GATX | New | GATX CORPstock | $1,000 | – | 6 | +100.0% | 0.00% | – |
| GCI | New | GANNETT CO INC NEWstock | $0 | – | 11 | +100.0% | 0.00% | – |
| GAM | New | GENERAL AMERN INVS INCcef | $3,000 | – | 84 | +100.0% | 0.00% | – |
| GNFT | New | GENFIT S Aadr | $2,000 | – | 100 | +100.0% | 0.00% | – |
| GMAB | New | GENMAB A Sadr | $9,000 | – | 408 | +100.0% | 0.00% | – |
| GKOS | New | GLAUKOS CORPstock | $3,000 | – | 53 | +100.0% | 0.00% | – |
| PAK | New | GLOBAL X FDSetf | $7,000 | – | 947 | +100.0% | 0.00% | – |
| FINX | New | GLOBAL X FDSetf | $5,000 | – | 149 | +100.0% | 0.00% | – |
| LIT | New | GLOBAL X FDSetf | $5,000 | – | 176 | +100.0% | 0.00% | – |
| GSSC | New | GOLDMAN SACHS ETF TRetf | $4,000 | – | 80 | +100.0% | 0.00% | – |
| GRBK | New | GREEN BRICK PARTNERS INCstock | $0 | – | 25 | +100.0% | 0.00% | – |
| GNLN | New | GREENLANE HLDGS INCstock | $1,000 | – | 233 | +100.0% | 0.00% | – |
| GPI | New | GROUP 1 AUTOMOTIVE INCstock | $0 | – | 3 | +100.0% | 0.00% | – |
| GWRE | New | GUIDEWIRE SOFTWARE INCstock | $1,000 | – | 5 | +100.0% | 0.00% | – |
| New | GUIDEWIRE SOFTWARE INCconvertible | $6,000 | – | 5,000 | +100.0% | 0.00% | – | |
| HLNE | New | HAMILTON LANE INCstock | $0 | – | 4 | +100.0% | 0.00% | – |
| HEIA | New | HEICO CORP NEWstock | $4,000 | – | 43 | +100.0% | 0.00% | – |
| HSDT | New | HELIUS MED TECHNOLOGIES INCstock | $0 | – | 300 | +100.0% | 0.00% | – |
| HTH | New | HILLTOP HOLDINGS INCstock | $0 | – | 17 | +100.0% | 0.00% | – |
| HMN | New | HORACE MANN EDUCATORS CORP Nstock | $3,000 | – | 76 | +100.0% | 0.00% | – |
| STAR | New | ISTAR INCreit | $7,000 | – | 500 | +100.0% | 0.00% | – |
| ITCB | New | ITAU CORPBANCAadr | $9,000 | – | 1,100 | +100.0% | 0.00% | – |
| IEP | New | ICAHN ENTERPRISES LPstock | $2,000 | – | 30 | +100.0% | 0.00% | – |
| IBTX | New | INDEPENDENT BK GROUP INCstock | $4,000 | – | 64 | +100.0% | 0.00% | – |
| IFN | New | INDIA FD INCcef | $4,000 | – | 175 | +100.0% | 0.00% | – |
| NSIT | New | INSIGHT ENTERPRISES INCstock | $1,000 | – | 11 | +100.0% | 0.00% | – |
| INOV | New | INOVALON HLDGS INCstock | $1,000 | – | 38 | +100.0% | 0.00% | – |
| BDEC | New | INNOVATOR ETFS TRetf | $3,000 | – | 100 | +100.0% | 0.00% | – |
| BSEP | New | INNOVATOR S&P 500 BUFFER ETFetf | $7,000 | – | 281 | +100.0% | 0.00% | – |
| PJUN | New | INNOVATOR ETFS TRetf | $3,000 | – | 100 | +100.0% | 0.00% | – |
| INMB | New | INMUNE BIO INCstock | $3,000 | – | 500 | +100.0% | 0.00% | – |
| BUFF | New | INNOVATOR ETFS TR IIetf | $7,000 | – | 181 | +100.0% | 0.00% | – |
| RFV | New | INVESCO EXCHANGE TRADED FD Tetf | $0 | – | 0 | +100.0% | 0.00% | – |
| IDHQ | New | INVESCO EXCHNG TRADED FD TRetf | $1,000 | – | 40 | +100.0% | 0.00% | – |
| SPMO | New | INVESCO EXCHNG TRADED FD TRetf | $3,000 | – | 61 | +100.0% | 0.00% | – |
| IPKW | New | INVESCO EXCHNG TRADED FD TRetf | $2,000 | – | 68 | +100.0% | 0.00% | – |
| PHB | New | INVESCO EXCHNG TRADED FD TRetf | $4,000 | – | 215 | +100.0% | 0.00% | – |
| PIZ | New | INVESCO EXCHNG TRADED FD TRetf | $0 | – | 0 | +100.0% | 0.00% | – |
| RWL | New | INVESCO EXCHNG TRADED FD TRetf | $9,000 | – | 160 | +100.0% | 0.00% | – |
| OMFL | New | INVESCO EXCH TRD SLF IDX FDetf | $7,000 | – | 210 | +100.0% | 0.00% | – |
| EWO | New | ISHARES INCetf | $3,000 | – | 157 | +100.0% | 0.00% | – |
| EWK | New | ISHARES INCetf | $4,000 | – | 199 | +100.0% | 0.00% | – |
| ECH | New | ISHARES INCetf | $1,000 | – | 26 | +100.0% | 0.00% | – |
| EWN | New | ISHARES INCetf | $4,000 | – | 126 | +100.0% | 0.00% | – |
| ILCB | New | ISHARES TRetf | $2,000 | – | 13 | +100.0% | 0.00% | – |
| ILCV | New | ISHARES TRetf | $6,000 | – | 50 | +100.0% | 0.00% | – |
| ENZL | New | ISHARES TRetf | $3,000 | – | 44 | +100.0% | 0.00% | – |
| IWX | New | ISHARES TRetf | $2,000 | – | 26 | +100.0% | 0.00% | – |
| EIDO | New | ISHARES TRetf | $3,000 | – | 99 | +100.0% | 0.00% | – |
| EFNL | New | ISHARES TRetf | $1,000 | – | 39 | +100.0% | 0.00% | – |
| EDEN | New | ISHARES TRetf | $1,000 | – | 12 | +100.0% | 0.00% | – |
| IETC | New | ISHARES US ETF TRetf | $3,000 | – | 101 | +100.0% | 0.00% | – |
| IEHS | New | ISHARES US ETF TRetf | $3,000 | – | 101 | +100.0% | 0.00% | – |
| HEEM | New | ISHARES INCetf | $3,000 | – | 102 | +100.0% | 0.00% | – |
| HAUD | New | ISHARES TRetf | $3,000 | – | 97 | +100.0% | 0.00% | – |
| HEWL | New | ISHARES TRetf | $3,000 | – | 82 | +100.0% | 0.00% | – |
| OLD | New | JANUS DETROIT STR TRetf | $3,000 | – | 105 | +100.0% | 0.00% | – |
| JNCE | New | JOUNCE THERAPEUTICS INCstock | $1,000 | – | 65 | +100.0% | 0.00% | – |
| KALU | New | KAISER ALUMINUM CORPstock | $1,000 | – | 6 | +100.0% | 0.00% | – |
| KALA | New | KALA PHARMACEUTICALS INCstock | $1,000 | – | 189 | +100.0% | 0.00% | – |
| KNL | New | KNOLL INCstock | $0 | – | 0 | +100.0% | 0.00% | – |
| KRUS | New | KURA SUSHI USA INCstock | $5,000 | – | 208 | +100.0% | 0.00% | – |
| INFR | New | LEGG MASON ETF INVESTMENT TRetf | $5,000 | – | 145 | +100.0% | 0.00% | – |
| LEVI | New | LEVI STRAUSS & CO NEWstock | $4,000 | – | 202 | +100.0% | 0.00% | – |
| USA | New | LIBERTY ALL STAR EQUITY FDcef | $0 | – | 69 | +100.0% | 0.00% | – |
| BATRK | New | LIBERTY MEDIA CORP DELAWAREstock | $0 | – | 11 | +100.0% | 0.00% | – |
| LIND | New | LINDBLAD EXPEDITIONS HLDGS Istock | $1,000 | – | 54 | +100.0% | 0.00% | – |
| LAC | New | LITHIUM AMERS CORP NEWstock | $2,000 | – | 760 | +100.0% | 0.00% | – |
| LVGO | New | LIVONGO HEALTH INCstock | $3,000 | – | 100 | +100.0% | 0.00% | – |
| MGU | New | MACQUARIE GLBL INFRA TOTL REcef | $9,000 | – | 359 | +100.0% | 0.00% | – |
| MGLN | New | MAGELLAN HEALTH INCstock | $1,000 | – | 10 | +100.0% | 0.00% | – |
| MBUU | New | MALIBU BOATS INCstock | $1,000 | – | 14 | +100.0% | 0.00% | – |
| MATX | New | MATSON INCstock | $1,000 | – | 19 | +100.0% | 0.00% | – |
| MAXR | New | MAXAR TECHNOLOGIES INCstock | $2,000 | – | 100 | +100.0% | 0.00% | – |
| MGRC | New | MCGRATH RENTCORPstock | $1,000 | – | 7 | +100.0% | 0.00% | – |
| MEET | New | MEET GROUP INCstock | $0 | – | 67 | +100.0% | 0.00% | – |
| MCY | New | MERCURY GENL CORP NEWstock | $1,000 | – | 16 | +100.0% | 0.00% | – |
| MTOR | New | MERITOR INCstock | $1,000 | – | 22 | +100.0% | 0.00% | – |
| MESA | New | MESA AIR GROUP INCstock | $9,000 | – | 1,000 | +100.0% | 0.00% | – |
| MVIS | New | MICROVISION INC DELstock | $2,000 | – | 2,500 | +100.0% | 0.00% | – |
| MNR | New | MONMOUTH REAL ESTATE INVT COreit | $1,000 | – | 45 | +100.0% | 0.00% | – |
| MYOK | New | MYOKARDIA INCstock | $2,000 | – | 32 | +100.0% | 0.00% | – |
| NMIH | New | NMI HLDGS INCstock | $1,000 | – | 18 | +100.0% | 0.00% | – |
| NRG | New | NRG ENERGY INCstock | $8,000 | – | 190 | +100.0% | 0.00% | – |
| NHC | New | NATIONAL HEALTHCARE CORPstock | $1,000 | – | 15 | +100.0% | 0.00% | – |
| NSA | New | NATIONAL STORAGE AFFILIATESreit | $1,000 | – | 20 | +100.0% | 0.00% | – |
| NHS | New | NEUBERGER BERMAN HGH YLD FDcef | $1,000 | – | 43 | +100.0% | 0.00% | – |
| SNR | New | NEW SR INVT GROUP INCreit | $8,000 | – | 1,000 | +100.0% | 0.00% | – |
| NEU | New | NEWMARKET CORPstock | $3,000 | – | 8 | +100.0% | 0.00% | – |
| FFHG | New | NORTHERN LTS FD TR IVetf | $8,000 | – | 271 | +100.0% | 0.00% | – |
| NWPX | New | NORTHWEST PIPE COstock | $7,000 | – | 200 | +100.0% | 0.00% | – |
| NMZ | New | NUVEEN MUN HIGH INCOME OPP Fcef | $5,000 | – | 332 | +100.0% | 0.00% | – |
| OSIS | New | OSI SYSTEMS INCstock | $1,000 | – | 8 | +100.0% | 0.00% | – |
| OCFC | New | OCEANFIRST FINL CORPstock | $1,000 | – | 58 | +100.0% | 0.00% | – |
| ODP | New | OFFICE DEPOT INCstock | $0 | – | 139 | +100.0% | 0.00% | – |
| OGS | New | ONE GAS INCstock | $2,000 | – | 15 | +100.0% | 0.00% | – |
| New | ORGANIGRAM HLDGS INCstock | $3,000 | – | 1,100 | +100.0% | 0.00% | – | |
| OFIX | New | ORTHOFIX MED INCstock | $1,000 | – | 30 | +100.0% | 0.00% | – |
| OXLC | New | OXFORD LANE CAP CORPcef | $3,000 | – | 400 | +100.0% | 0.00% | – |
| PDLB | New | PDL CMNTY BANCORPstock | $1,000 | – | 47 | +100.0% | 0.00% | – |
| NRGX | New | PIMCO ENRGY TACTICAL CR OPPcef | $2,000 | – | 130 | +100.0% | 0.00% | – |
| PKE | New | PARK AEROSPACE CORPstock | $1,000 | – | 50 | +100.0% | 0.00% | – |
| PKDC | New | PARKER DRILLING COstock | $0 | – | 1 | +100.0% | 0.00% | – |
| PENN | New | PENN NATL GAMING INCstock | $8,000 | – | 298 | +100.0% | 0.00% | – |
| PFLT | New | PENNANTPARK FLOATING RATE CAcef | $9,000 | – | 775 | +100.0% | 0.00% | – |
| PEI | New | PENNSYLVANIA RL ESTATE INVTreit | $7,000 | – | 1,300 | +100.0% | 0.00% | – |
| PFSI | New | PENNYMAC FINL SVCS INCstock | $1,000 | – | 19 | +100.0% | 0.00% | – |
| PFGC | New | PERFORMANCE FOOD GROUP COstock | $2,000 | – | 37 | +100.0% | 0.00% | – |
| AAAU | New | PERTH MINT PHYSICAL GOLD ETFetf | $3,000 | – | 225 | +100.0% | 0.00% | – |
| TIPZ | New | PIMCO ETF TRetf | $4,000 | – | 60 | +100.0% | 0.00% | – |
| POLY | New | PLANTRONICS INC NEWstock | $1,000 | – | 30 | +100.0% | 0.00% | – |
| PLXS | New | PLEXUS CORPstock | $0 | – | 5 | +100.0% | 0.00% | – |
| PS | New | PLURALSIGHT INCstock | $5,000 | – | 287 | +100.0% | 0.00% | – |
| PFBC | New | PREFERRED BK LOS ANGELES CAstock | $1,000 | – | 10 | +100.0% | 0.00% | – |
| PBH | New | PRESTIGE CONSMR HEALTHCARE Istock | $1,000 | – | 20 | +100.0% | 0.00% | – |
| ROM | New | PROSHARES TRetf | $4,000 | – | 25 | +100.0% | 0.00% | – |
| QUIK | New | QUICKLOGIC CORPstock | $9,000 | – | 1,541 | +100.0% | 0.00% | – |
| QDEL | New | QUIDEL CORPstock | $1,000 | – | 17 | +100.0% | 0.00% | – |
| TMFC | New | RBB FD INCetf | $5,000 | – | 181 | +100.0% | 0.00% | – |
| RLJ | New | RLJ LODGING TRreit | $1,000 | – | 40 | +100.0% | 0.00% | – |
| RTLR | New | RATTLER MIDSTREAM LPstock | $3,000 | – | 146 | +100.0% | 0.00% | – |
| RLH | New | RED LION HOTELS CORPstock | $0 | – | 89 | +100.0% | 0.00% | – |
| RDFN | New | REDFIN CORPstock | $6,000 | – | 286 | +100.0% | 0.00% | – |
| RGS | New | REGIS CORP MINNstock | $0 | – | 15 | +100.0% | 0.00% | – |
| REXR | New | REXFORD INDL RLTY INCreit | $4,000 | – | 87 | +100.0% | 0.00% | – |
| RIGL | New | RIGEL PHARMACEUTICALS INCstock | $0 | – | 206 | +100.0% | 0.00% | – |
| RST | New | ROSETTA STONE INCstock | $0 | – | 0 | +100.0% | 0.00% | – |
| SPSC | New | SPS COMMERCE INCstock | $1,000 | – | 15 | +100.0% | 0.00% | – |
| EBND | New | SPDR SERIES TRUSTetf | $7,000 | – | 242 | +100.0% | 0.00% | – |
| KIE | New | SPDR SERIES TRUSTetf | $2,000 | – | 70 | +100.0% | 0.00% | – |
| SAFE | New | SAFEHOLD INCreit | $1,000 | – | 15 | +100.0% | 0.00% | – |
| SAIL | New | SAILPOINT TECHNLGIES HLDGS Istock | $0 | – | 19 | +100.0% | 0.00% | – |
| SE | New | SEA LTDadr | $1,000 | – | 13 | +100.0% | 0.00% | – |
| SMPL | New | SIMPLY GOOD FOODS COstock | $1,000 | – | 22 | +100.0% | 0.00% | – |
| SKY | New | SKYLINE CHAMPION CORPORATIONstock | $2,000 | – | 70 | +100.0% | 0.00% | – |
| SDC | New | SMILEDIRECTCLUB INCstock | $4,000 | – | 500 | +100.0% | 0.00% | – |
| SONO | New | SONOS INCstock | $8,000 | – | 490 | +100.0% | 0.00% | – |
| SWN | New | SOUTHWESTERN ENERGY COstock | $1,000 | – | 323 | +100.0% | 0.00% | – |
| STC | New | STEWART INFORMATION SVCS CORstock | $1,000 | – | 16 | +100.0% | 0.00% | – |
| EDI | New | STONE HBR EMERG MKTS TL INCcef | $4,000 | – | 350 | +100.0% | 0.00% | – |
| STKL | New | SUNOPTA INCstock | $2,000 | – | 870 | +100.0% | 0.00% | – |
| SRDX | New | SURMODICS INCstock | $0 | – | 0 | +100.0% | 0.00% | – |
| TCF | New | TCF FINANCIAL CORPORATION NEstock | $4,000 | – | 75 | +100.0% | 0.00% | – |
| TCMD | New | TACTILE SYS TECHNOLOGY INCstock | $0 | – | 6 | +100.0% | 0.00% | – |
| TMHC | New | TAYLOR MORRISON HOME CORPstock | $1,000 | – | 64 | +100.0% | 0.00% | – |
| TNC | New | TENNANT COstock | $0 | – | 4 | +100.0% | 0.00% | – |
| TEN | New | TENNECO INCstock | $6,000 | – | 467 | +100.0% | 0.00% | – |
| New | TRANSENTERIX INCstock | $0 | – | 8 | +100.0% | 0.00% | – | |
| RARE | New | ULTRAGENYX PHARMACEUTICAL INstock | $1,000 | – | 25 | +100.0% | 0.00% | – |
| UFCS | New | UNITED FIRE GROUP INCstock | $1,000 | – | 18 | +100.0% | 0.00% | – |
| UIHC | New | UNITED INS HLDGS CORPstock | $1,000 | – | 57 | +100.0% | 0.00% | – |
| New | US ECOLOGY INCstock | $1,000 | – | 12 | +100.0% | 0.00% | – | |
| MLN | New | VANECK VECTORS ETF TRUSTetf | $7,000 | – | 332 | +100.0% | 0.00% | – |
| VGLT | New | VANGUARD SCOTTSDALE FDSetf | $1,000 | – | 14 | +100.0% | 0.00% | – |
| VCYT | New | VERACYTE INCstock | $3,000 | – | 97 | +100.0% | 0.00% | – |
| VIACA | New | VIACOMCBS INCstock | $0 | – | 3 | +100.0% | 0.00% | – |
| VKTX | New | VIKING THERAPEUTICS INCstock | $4,000 | – | 500 | +100.0% | 0.00% | – |
| VSH | New | VISHAY INTERTECHNOLOGY INCstock | $4,000 | – | 166 | +100.0% | 0.00% | – |
| WNS | New | WNS HOLDINGS LTDadr | $1,000 | – | 11 | +100.0% | 0.00% | – |
| WNC | New | WABASH NATL CORPstock | $0 | – | 0 | +100.0% | 0.00% | – |
| WSBF | New | WATERSTONE FINL INC MDstock | $1,000 | – | 35 | +100.0% | 0.00% | – |
| WMK | New | WEIS MKTS INCstock | $1,000 | – | 17 | +100.0% | 0.00% | – |
| WAIR | New | WESCO AIRCRAFT HLDGS INCstock | $1,000 | – | 70 | +100.0% | 0.00% | – |
| HIX | New | WESTERN ASSET HIGH INCM FD Icef | $1,000 | – | 80 | +100.0% | 0.00% | – |
| MMU | New | WESTERN ASST MNGD MUN FD INCcef | $5,000 | – | 368 | +100.0% | 0.00% | – |
| WWR | New | WESTWATER RES INCstock | $0 | – | 100 | +100.0% | 0.00% | – |
| AGGY | New | WISDOMTREE TRetf | $2,000 | – | 46 | +100.0% | 0.00% | – |
| ELD | New | WISDOMTREE TRetf | $2,000 | – | 48 | +100.0% | 0.00% | – |
| GLDM | New | WORLD GOLD TRetf | $6,000 | – | 388 | +100.0% | 0.00% | – |
| XPER | New | XPERI CORPstock | $1,000 | – | 43 | +100.0% | 0.00% | – |
| YEXT | New | YEXT INCstock | $0 | – | 0 | +100.0% | 0.00% | – |
| AMCR | New | AMCOR PLCstock | $4,000 | – | 401 | +100.0% | 0.00% | – |
| ARGO | New | ARGO GROUP INTL HLDGS LTDstock | $6,000 | – | 91 | +100.0% | 0.00% | – |
| BEP | New | BROOKFIELD RENEWABLE PARTNERstock | $9,000 | – | 202 | +100.0% | 0.00% | – |
| CISN | New | CISION LTDstock | $6,000 | – | 574 | +100.0% | 0.00% | – |
| CZZ | New | COSAN LTDstock | $2,000 | – | 100 | +100.0% | 0.00% | – |
| HELE | New | HELEN OF TROY CORP LTDstock | $1,000 | – | 3 | +100.0% | 0.00% | – |
| MANU | New | MANCHESTER UTD PLC NEWstock | $0 | – | 24 | +100.0% | 0.00% | – |
| SIG | New | SIGNET JEWELERS LIMITEDstock | $7,000 | – | 307 | +100.0% | 0.00% | – |
| VALPQ | New | VALARIS PLCstock | $7,000 | – | 1,050 | +100.0% | 0.00% | – |
| ICL | New | ISRAEL CHEMICALS LTDstock | $3,000 | – | 725 | +100.0% | 0.00% | – |
| CMRE | New | COSTAMARE INCstock | $1,000 | – | 116 | +100.0% | 0.00% | – |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
- MILLER HOWARD INVESTMENTS INC /NY #17
- ENVESTNET ASSET MANAGEMENT INC #9
- CONFLUENCE INVESTMENT MANAGEMENT LLC #6
- Clarkston Capital Partners, LLC #5
- CAPRIN ASSET MANAGEMENT LLC /ADV #4
- CONFLUENCE INVESTMENT MANAGEMENT LLC #7
- Sitrin Capital Management LLC #15
- Ladenburg Thalmann Asset Management #11
- Advisors Asset Management, Inc. #1
- SYNTAX RESEARCH, INC #16
- ALTA CAPITAL MANAGEMENT LLC/ #3
- KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC #23
- Astor Investment Management LLC #25
- Charles Schwab Investment Advisory, Inc. #22
- MANAGED ASSET PORTFOLIOS, LLC #24
- St. James Investment Company, LLC #26
- POLEN CAPITAL MANAGEMENT LLC #28
- Raub Brock Capital Management LP #30
- NATIXIS ADVISORS, L.P. #29
- SCHAFER CULLEN CAPITAL MANAGEMENT INC #31
- PARAMETRIC PORTFOLIO ASSOCIATES LLC #33
- NUANCE INVESTMENTS, LLC #35
- ZACKS INVESTMENT MANAGEMENT #19
- NIEMANN CAPITAL MANAGEMENT INC #38
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-02-04
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR CORE US AGGBD ET | 41 | Q3 2023 | 8.7% |
| VANGUARD TOTAL STOCK MARKET INDEX FUND | 41 | Q3 2023 | 6.0% |
| ISHARES TR | 41 | Q3 2023 | 7.2% |
| MICROSOFT CORP COM | 41 | Q3 2023 | 2.1% |
| EXXON MOBIL CORP COM | 41 | Q3 2023 | 2.9% |
| ISHARES TR S&P 1500 INDEX FD | 41 | Q3 2023 | 1.9% |
| JOHNSON & JOHNSON COM | 41 | Q3 2023 | 1.3% |
| SPDR DOW JONES INDUSTRIAL ETF | 41 | Q3 2023 | 3.9% |
| ISHARES TR | 41 | Q3 2023 | 3.9% |
| ISHARES TR | 41 | Q3 2023 | 2.0% |
View Advisory Services Network, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-06 |
| 13F-HR | 2024-02-09 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-09 |
| 13F-HR | 2023-05-17 |
| 13F-HR | 2023-02-13 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-02 |
| 13F-HR | 2022-05-23 |
| 13F-HR | 2022-02-14 |
View Advisory Services Network, 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.