$1.44 Billion is the total value of Dynamic Advisor Solutions LLC's 722 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 25.9% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Buy | APPLE INC | $59,453,000 | +4.7% | 340,490 | +6.4% | 4.14% | +2.0% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $37,466,000 | +17.5% | 82,955 | +23.5% | 2.61% | +14.5% |
| MSFT | Buy | MICROSOFT CORP | $34,006,000 | +29.1% | 110,298 | +40.9% | 2.37% | +25.8% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $33,954,000 | +39.8% | 93,655 | +53.4% | 2.36% | +36.3% |
| TSLA | Buy | TESLA INC | $29,199,000 | +6.2% | 27,096 | +4.1% | 2.03% | +3.5% |
| JPST | Sell | J P MORGAN EXCHANGE-TRADED Fultra shrt inc | $25,897,000 | -2.3% | 515,157 | -1.9% | 1.80% | -4.8% |
| DBAW | Buy | DBX ETF TRxtrack msci all | $25,029,000 | +17.2% | 777,390 | +22.6% | 1.74% | +14.2% |
| JHMM | Buy | JOHN HANCOCK EXCHANGE TRADEDmultifactor mi | $21,633,000 | +14.8% | 411,661 | +21.4% | 1.51% | +11.9% |
| BNDX | Buy | VANGUARD CHARLOTTE FDStotal int bd etf | $20,692,000 | +10.9% | 394,589 | +16.6% | 1.44% | +8.0% |
| AMZN | Buy | AMAZON COM INC | $19,935,000 | +1.0% | 6,115 | +3.3% | 1.39% | -1.6% |
| SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $18,565,000 | -2.4% | 344,746 | +106.2% | 1.29% | -4.9% |
| GLD | Sell | SPDR GOLD TR | $15,599,000 | -0.5% | 86,349 | -5.8% | 1.09% | -3.0% |
| SLQD | Buy | ISHARES TR0-5yr invt gr cp | $15,288,000 | +35.2% | 309,733 | +39.9% | 1.06% | +31.7% |
| IWB | Buy | ISHARES TRrus 1000 etf | $15,058,000 | +14.1% | 60,216 | +20.7% | 1.05% | +11.1% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $14,444,000 | +21.2% | 133,886 | +28.6% | 1.00% | +18.1% |
| VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $13,911,000 | +3.3% | 128,368 | +10.6% | 0.97% | +0.6% |
| MINT | Sell | PIMCO ETF TRenhan shrt ma ac | $13,138,000 | -2.3% | 131,173 | -0.9% | 0.92% | -4.7% |
| LQD | Sell | ISHARES TRiboxx inv cp etf | $12,911,000 | -12.8% | 106,758 | -4.5% | 0.90% | -15.0% |
| VIOO | Buy | VANGUARD ADMIRAL FDS INCsmllcp 600 idx | $12,848,000 | +11.7% | 64,877 | +18.5% | 0.89% | +8.8% |
| FLRN | Buy | SPDR SER TRbloomberg invt | $12,312,000 | +3.2% | 403,804 | +3.5% | 0.86% | +0.5% |
| AGG | Buy | ISHARES TRcore us aggbd et | $11,963,000 | +1.0% | 111,700 | +7.5% | 0.83% | -1.5% |
| NVDA | Buy | NVIDIA CORPORATION | $11,389,000 | +2.6% | 41,741 | +10.6% | 0.79% | 0.0% |
| SDY | Buy | SPDR SER TRs&p divid etf | $11,307,000 | +4.7% | 88,258 | +5.5% | 0.79% | +1.9% |
| PHDG | Buy | INVESCO ACTIVELY MANAGED ETFs&p500 downsid | $11,166,000 | +104.5% | 308,976 | +115.5% | 0.78% | +99.2% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $11,067,000 | +17.5% | 31,359 | -0.5% | 0.77% | +14.4% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $10,683,000 | +5.6% | 3,841 | +10.0% | 0.74% | +2.9% |
| FVD | Buy | FIRST TR VALUE LINE DIVID IN | $10,530,000 | +5.8% | 248,934 | +7.6% | 0.73% | +3.1% |
| DIA | Buy | SPDR DOW JONES INDL AVERAGEut ser 1 | $10,170,000 | +91.5% | 29,324 | +100.6% | 0.71% | +86.8% |
| MOAT | Sell | VANECK ETF TRUSTmrngstr wde moat | $9,509,000 | -28.5% | 127,294 | -27.2% | 0.66% | -30.3% |
| SHW | Buy | SHERWIN WILLIAMS CO | $9,452,000 | -28.8% | 37,864 | +0.4% | 0.66% | -30.7% |
| JPM | Buy | JPMORGAN CHASE & CO | $9,306,000 | -5.0% | 68,268 | +10.3% | 0.65% | -7.4% |
| XLP | Buy | SELECT SECTOR SPDR TRsbi cons stpls | $8,392,000 | +63.4% | 110,575 | +66.0% | 0.58% | +59.1% |
| VO | Buy | VANGUARD INDEX FDSmid cap etf | $8,262,000 | +14.1% | 34,736 | +22.3% | 0.58% | +11.2% |
| CVX | Sell | CHEVRON CORP NEW | $8,018,000 | +28.6% | 49,241 | -7.3% | 0.56% | +25.1% |
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $7,589,000 | -20.0% | 33,333 | -15.1% | 0.53% | -22.0% |
| HD | Buy | HOME DEPOT INC | $7,320,000 | -27.2% | 24,455 | +1.0% | 0.51% | -29.0% |
| IEMG | Buy | ISHARES INCcore msci emkt | $7,070,000 | +11.7% | 127,281 | +20.4% | 0.49% | +8.8% |
| XLK | Buy | SELECT SECTOR SPDR TRtechnology | $7,036,000 | +305.8% | 44,273 | +343.9% | 0.49% | +295.2% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $6,821,000 | +1.5% | 25,420 | +7.1% | 0.48% | -1.0% |
| DGRO | Buy | ISHARES TRcore div grwth | $6,809,000 | +35.6% | 127,477 | +41.1% | 0.47% | +32.0% |
| UNH | Sell | UNITEDHEALTH GROUP INC | $6,688,000 | -2.8% | 13,115 | -4.3% | 0.47% | -5.1% |
| BND | Buy | VANGUARD BD INDEX FDStotal bnd mrkt | $6,634,000 | -4.0% | 83,409 | +2.3% | 0.46% | -6.5% |
| SH | New | PROSHARES TRshort s&p 500 ne | $6,577,000 | – | 466,757 | +100.0% | 0.46% | – |
| COST | Sell | COSTCO WHSL CORP NEW | $6,485,000 | -11.3% | 11,262 | -12.5% | 0.45% | -13.6% |
| XLU | Sell | SELECT SECTOR SPDR TRsbi int-utils | $6,376,000 | -21.5% | 85,625 | -24.5% | 0.44% | -23.4% |
| IHI | Buy | ISHARES TRu.s. med dvc etf | $6,301,000 | -1.1% | 103,368 | +6.8% | 0.44% | -3.5% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $6,279,000 | +16.5% | 2,248 | +20.7% | 0.44% | +13.5% |
| SHYG | Buy | ISHARES TR0-5yr hi yl cp | $6,073,000 | +32.9% | 138,138 | +37.0% | 0.42% | +29.8% |
| MCD | Buy | MCDONALDS CORP | $6,015,000 | -4.2% | 24,323 | +3.8% | 0.42% | -6.7% |
| JEPI | Buy | J P MORGAN EXCHANGE-TRADED Fequity premium | $6,013,000 | +34.8% | 97,931 | +38.7% | 0.42% | +31.3% |
| DIS | Buy | DISNEY WALT CO | $5,903,000 | -10.1% | 43,035 | +1.5% | 0.41% | -12.4% |
| TEQI | New | T ROWE PRICE ETF INC | $5,896,000 | – | 159,487 | +100.0% | 0.41% | – |
| V | Buy | VISA INC | $5,880,000 | +18.4% | 26,513 | +15.6% | 0.41% | +15.2% |
| JNJ | Sell | JOHNSON & JOHNSON | $5,829,000 | -9.8% | 32,891 | -12.9% | 0.41% | -12.1% |
| VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $5,582,000 | +17.1% | 34,422 | +24.0% | 0.39% | +14.4% |
| RSP | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $5,515,000 | -43.8% | 34,967 | -42.0% | 0.38% | -45.2% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $5,483,000 | +8.6% | 107,640 | +10.7% | 0.38% | +5.8% |
| TBX | New | PROSHARES TRsht 7-10 yr tr | $5,480,000 | – | 211,989 | +100.0% | 0.38% | – |
| FTCS | Buy | FIRST TR EXCHANGE-TRADED FDcap strength etf | $5,475,000 | +1.1% | 66,788 | +4.3% | 0.38% | -1.6% |
| NETL | Buy | ETF SER SOLUTIONSnetlease corp | $5,335,000 | -6.8% | 181,798 | +0.8% | 0.37% | -9.3% |
| BAC | Buy | BK OF AMERICA CORP | $5,272,000 | +4.0% | 127,904 | +12.3% | 0.37% | +1.4% |
| TLT | Sell | ISHARES TR20 yr tr bd etf | $5,260,000 | -12.9% | 39,822 | -2.3% | 0.37% | -15.3% |
| IEF | Buy | ISHARES TRbarclays 7 10 yr | $5,136,000 | +1134.6% | 47,786 | +1220.1% | 0.36% | +1093.3% |
| SCHG | Buy | SCHWAB STRATEGIC TRus lcap gr etf | $5,131,000 | -14.1% | 68,574 | +87.9% | 0.36% | -16.4% |
| EEM | Sell | ISHARES TRmsci emg mkt etf | $5,080,000 | -10.3% | 112,507 | -3.0% | 0.35% | -12.6% |
| VPU | Buy | VANGUARD WORLD FDSutilities etf | $5,049,000 | +6.2% | 31,206 | +2.6% | 0.35% | +3.2% |
| FB | Buy | META PLATFORMS INCcl a | $4,975,000 | -28.7% | 22,372 | +7.9% | 0.35% | -30.5% |
| IWM | Sell | ISHARES TRrussell 2000 etf | $4,890,000 | -18.3% | 23,824 | -11.4% | 0.34% | -20.4% |
| IWD | Buy | ISHARES TRrus 1000 val etf | $4,782,000 | +259.3% | 28,812 | +263.5% | 0.33% | +250.5% |
| PFE | Buy | PFIZER INC | $4,652,000 | -7.4% | 89,868 | +5.6% | 0.32% | -9.7% |
| AVEM | Buy | AMERICAN CENTY ETF TRavantis emgmkt | $4,552,000 | -6.3% | 76,789 | +0.0% | 0.32% | -8.6% |
| VEA | Buy | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $4,506,000 | +3.2% | 93,808 | +9.7% | 0.31% | +0.6% |
| VTIP | Buy | VANGUARD MALVERN FDSstrm infproidx | $4,368,000 | +27.3% | 85,299 | +27.8% | 0.30% | +24.1% |
| ARKK | Buy | ARK ETF TRinnovation etf | $4,350,000 | -16.1% | 65,625 | +19.7% | 0.30% | -18.3% |
| OMFL | Buy | INVESCO EXCH TRD SLF IDX FDrusl 1000 dynm | $4,312,000 | +24.2% | 90,593 | +32.3% | 0.30% | +21.0% |
| SCHO | Sell | SCHWAB STRATEGIC TRsht tm us tres | $4,145,000 | -6.5% | 83,673 | -4.0% | 0.29% | -8.8% |
| SHY | Buy | ISHARES TR1 3 yr treas bd | $4,114,000 | +31.1% | 49,354 | +34.5% | 0.29% | +27.7% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $4,066,000 | +37.1% | 8,962 | +44.2% | 0.28% | +33.5% |
| KO | Buy | COCA COLA CO | $4,024,000 | +5.2% | 64,900 | +0.4% | 0.28% | +2.6% |
| NFLX | Buy | NETFLIX INC | $4,013,000 | -25.4% | 10,712 | +20.0% | 0.28% | -27.3% |
| BLK | Buy | BLACKROCK INC | $4,005,000 | -10.3% | 5,241 | +7.5% | 0.28% | -12.5% |
| ABBV | Sell | ABBVIE INC | $3,964,000 | +18.2% | 24,451 | -1.3% | 0.28% | +15.0% |
| JMST | Buy | J P MORGAN EXCHANGE-TRADED Fultra sht muncpl | $3,883,000 | +13.2% | 76,670 | +14.1% | 0.27% | +10.2% |
| MGC | Buy | VANGUARD WORLD FDmega cap index | $3,880,000 | -3.5% | 24,399 | +2.0% | 0.27% | -5.9% |
| IWF | Buy | ISHARES TRrus 1000 grw etf | $3,851,000 | +14.6% | 13,870 | +26.2% | 0.27% | +11.7% |
| SUSB | Buy | ISHARES TResg awre 1 5 yr | $3,856,000 | +14.4% | 156,538 | +19.1% | 0.27% | +11.2% |
| AVGO | Buy | BROADCOM INC | $3,832,000 | +9.4% | 6,086 | +15.7% | 0.27% | +6.8% |
| CRWD | Sell | CROWDSTRIKE HLDGS INCcl a | $3,787,000 | -12.2% | 16,679 | -20.8% | 0.26% | -14.3% |
| BA | Buy | BOEING CO | $3,781,000 | +28.3% | 19,744 | +34.9% | 0.26% | +24.6% |
| IEI | Sell | ISHARES TR3 7 yr treas bd | $3,773,000 | -11.9% | 30,913 | -7.1% | 0.26% | -14.1% |
| XBI | Buy | SPDR SER TRs&p biotech | $3,728,000 | +820.5% | 41,476 | +1046.1% | 0.26% | +796.6% |
| ESGU | Buy | ISHARES TResg awr msci usa | $3,728,000 | +36.3% | 36,780 | +45.1% | 0.26% | +33.3% |
| UNP | Buy | UNION PAC CORP | $3,709,000 | +12.1% | 13,575 | +3.4% | 0.26% | +9.3% |
| EAGG | Buy | ISHARES TResg awr us agrgt | $3,668,000 | +31.0% | 71,030 | +40.1% | 0.26% | +27.5% |
| XLE | Buy | SELECT SECTOR SPDR TRenergy | $3,640,000 | +103.9% | 47,621 | +48.1% | 0.25% | +97.7% |
| VOO | Sell | VANGUARD INDEX FDS | $3,623,000 | -4.9% | 8,726 | -0.0% | 0.25% | -7.4% |
| PG | Buy | PROCTER AND GAMBLE CO | $3,589,000 | -1.6% | 23,489 | +5.3% | 0.25% | -4.2% |
| SCHP | Sell | SCHWAB STRATEGIC TRus tips etf | $3,537,000 | -4.8% | 58,255 | -1.4% | 0.25% | -7.2% |
| VCSH | Buy | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $3,523,000 | +6.3% | 45,112 | +10.6% | 0.24% | +3.4% |
| CSCO | Buy | CISCO SYS INC | $3,508,000 | -8.3% | 62,915 | +4.2% | 0.24% | -10.6% |
| PEP | Buy | PEPSICO INC | $3,482,000 | +0.2% | 20,801 | +4.0% | 0.24% | -2.4% |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $3,458,000 | +52.1% | 23,398 | +51.4% | 0.24% | +48.8% |
| AFIF | Buy | TWO RDS SHARED TRanfield unvl etf | $3,435,000 | +14.8% | 372,052 | +19.0% | 0.24% | +11.7% |
| HON | Buy | HONEYWELL INTL INC | $3,420,000 | +4.9% | 17,577 | +12.4% | 0.24% | +2.1% |
| VUG | Sell | VANGUARD INDEX FDSgrowth etf | $3,408,000 | -17.5% | 11,849 | -8.0% | 0.24% | -19.7% |
| XOM | Sell | EXXON MOBIL CORP | $3,224,000 | +26.6% | 39,032 | -6.2% | 0.22% | +23.1% |
| IYR | Buy | ISHARES TRu.s. real es etf | $3,211,000 | +1080.5% | 29,671 | +1165.8% | 0.22% | +1078.9% |
| GBCI | Sell | GLACIER BANCORP INC NEW | $3,026,000 | -17.3% | 60,187 | -6.7% | 0.21% | -19.2% |
| MS | Buy | MORGAN STANLEY | $3,029,000 | -4.4% | 34,660 | +7.4% | 0.21% | -6.6% |
| TGT | Buy | TARGET CORP | $3,013,000 | +35.5% | 14,197 | +47.7% | 0.21% | +32.1% |
| T | Buy | AT&T INC | $2,990,000 | +36.8% | 126,550 | +42.4% | 0.21% | +33.3% |
| ALB | Sell | ALBEMARLE CORP | $2,950,000 | -5.5% | 13,340 | -0.1% | 0.20% | -8.1% |
| SCHV | Sell | SCHWAB STRATEGIC TRus lcap va etf | $2,917,000 | -12.6% | 40,854 | -10.4% | 0.20% | -14.7% |
| AMGN | Buy | AMGEN INC | $2,886,000 | +38.0% | 11,934 | +28.4% | 0.20% | +34.9% |
| TIP | Buy | ISHARES TRtips bd etf | $2,890,000 | +15.4% | 23,200 | +19.7% | 0.20% | +12.3% |
| CWB | Buy | SPDR SER TRbloomberg conv | $2,882,000 | +14.0% | 37,452 | +22.9% | 0.20% | +11.0% |
| CMCSA | Buy | COMCAST CORP NEWcl a | $2,847,000 | -5.1% | 60,801 | +2.0% | 0.20% | -7.5% |
| HNDL | Buy | STRATEGY SHSns 7handl idx | $2,851,000 | -5.4% | 118,242 | +1.9% | 0.20% | -7.9% |
| PBW | New | INVESCO EXCHANGE TRADED FD Twilderhil clan | $2,824,000 | – | 43,349 | +100.0% | 0.20% | – |
| CVS | Sell | CVS HEALTH CORP | $2,831,000 | -36.9% | 27,970 | -35.6% | 0.20% | -38.4% |
| FDX | Sell | FEDEX CORP | $2,796,000 | -18.2% | 12,083 | -8.6% | 0.20% | -20.1% |
| CRM | Buy | SALESFORCE COM INC | $2,745,000 | -5.4% | 12,928 | +13.3% | 0.19% | -7.7% |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC | $2,746,000 | +20.2% | 4,649 | +35.8% | 0.19% | +17.2% |
| ESGD | Buy | ISHARES TResg aw msci eafe | $2,715,000 | +12.4% | 36,822 | +21.1% | 0.19% | +9.2% |
| JHML | Buy | JOHN HANCOCK EXCHANGE TRADEDmltfctr lrg cap | $2,719,000 | +22.4% | 47,943 | +28.3% | 0.19% | +18.9% |
| XLF | Buy | SELECT SECTOR SPDR TRfinancial | $2,715,000 | +15.6% | 70,856 | +17.9% | 0.19% | +12.5% |
| PYPL | Buy | PAYPAL HLDGS INC | $2,671,000 | -29.3% | 23,099 | +15.4% | 0.19% | -31.1% |
| ADBE | Buy | ADOBE SYSTEMS INCORPORATED | $2,661,000 | -9.7% | 5,840 | +12.4% | 0.18% | -12.3% |
| ANGL | Sell | VANECK ETF TRUSTfallen angel hg | $2,583,000 | -21.0% | 84,954 | -14.3% | 0.18% | -22.7% |
| VYM | Buy | VANGUARD WHITEHALL FDShigh div yld | $2,580,000 | +66.5% | 22,988 | +66.3% | 0.18% | +62.2% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $2,569,000 | +44.1% | 19,760 | +48.1% | 0.18% | +40.9% |
| AMD | Buy | ADVANCED MICRO DEVICES INC | $2,567,000 | -19.7% | 23,480 | +5.7% | 0.18% | -21.5% |
| MO | Sell | ALTRIA GROUP INC | $2,577,000 | +6.3% | 49,320 | -3.6% | 0.18% | +3.5% |
| LMT | Sell | LOCKHEED MARTIN CORP | $2,570,000 | +21.8% | 5,823 | -1.9% | 0.18% | +18.5% |
| RTX | Buy | RAYTHEON TECHNOLOGIES CORP | $2,526,000 | +23.9% | 25,496 | +7.7% | 0.18% | +20.5% |
| OMFS | Buy | INVESCO EXCH TRD SLF IDX FDrusl 2000 dynm | $2,520,000 | +28.9% | 64,856 | +39.7% | 0.18% | +25.0% |
| JHMD | Buy | JOHN HANCOCK EXCHANGE TRADEDmulti intl etf | $2,516,000 | +23.8% | 79,454 | +31.7% | 0.18% | +20.7% |
| MA | Sell | MASTERCARD INCORPORATEDcl a | $2,504,000 | -29.9% | 7,006 | -29.5% | 0.17% | -31.8% |
| DBEF | Buy | DBX ETF TRxtrack msci eafe | $2,489,000 | -2.5% | 65,996 | +1.6% | 0.17% | -4.9% |
| XLI | Sell | SELECT SECTOR SPDR TRsbi int-inds | $2,469,000 | -28.4% | 23,978 | -26.4% | 0.17% | -30.1% |
| ES | Sell | EVERSOURCE ENERGY | $2,473,000 | -11.6% | 28,040 | -8.8% | 0.17% | -14.0% |
| VHT | Buy | VANGUARD WORLD FDShealth car etf | $2,462,000 | +0.4% | 9,679 | +5.2% | 0.17% | -2.3% |
| QCOM | Sell | QUALCOMM INC | $2,444,000 | -32.3% | 15,995 | -18.9% | 0.17% | -34.1% |
| WMT | Buy | WALMART INC | $2,448,000 | +8.2% | 16,435 | +5.1% | 0.17% | +4.9% |
| BSV | Sell | VANGUARD BD INDEX FDSshort trm bond | $2,375,000 | -5.6% | 30,492 | -2.0% | 0.16% | -8.3% |
| SCHD | Sell | SCHWAB STRATEGIC TRus dividend eq | $2,345,000 | -2.6% | 29,724 | -0.2% | 0.16% | -5.2% |
| NUSC | Buy | NUSHARES ETF TRnuveen esg smlcp | $2,326,000 | +49.7% | 58,374 | +57.8% | 0.16% | +45.9% |
| NOBL | Buy | PROSHARES TRs&p 500 dv arist | $2,296,000 | +95.4% | 24,191 | +102.1% | 0.16% | +90.5% |
| HYGH | Buy | ISHARES U S ETF TRit rt hdg hgyl | $2,256,000 | +28.5% | 25,904 | +29.9% | 0.16% | +25.6% |
| ESGE | Sell | ISHARES INCesg awr msci em | $2,233,000 | -9.5% | 60,795 | -2.0% | 0.16% | -11.9% |
| BX | Buy | BLACKSTONE INC | $2,199,000 | +37.3% | 17,319 | +39.9% | 0.15% | +34.2% |
| ACN | Buy | ACCENTURE PLC IRELAND | $2,180,000 | -16.9% | 6,464 | +2.2% | 0.15% | -18.7% |
| IWC | Buy | ISHARES TRmicro-cap etf | $2,171,000 | -1.6% | 16,847 | +6.7% | 0.15% | -4.4% |
| CCI | Buy | CROWN CASTLE INTL CORP NEW | $2,172,000 | -7.2% | 11,766 | +5.0% | 0.15% | -9.6% |
| SDG | Buy | ISHARES TRmsci gbl sus dev | $2,157,000 | +29.1% | 25,293 | +37.4% | 0.15% | +26.1% |
| FNDC | Buy | SCHWAB STRATEGIC TRschwb fdt int sc | $2,126,000 | +4.1% | 60,097 | +10.0% | 0.15% | +1.4% |
| MRK | Buy | MERCK & CO INC | $2,123,000 | +7.7% | 25,877 | +0.6% | 0.15% | +5.0% |
| SO | Buy | SOUTHERN CO | $2,103,000 | +25.9% | 29,007 | +19.1% | 0.15% | +22.7% |
| WM | Buy | WASTE MGMT INC DEL | $2,061,000 | -4.9% | 13,005 | +0.2% | 0.14% | -7.7% |
| STZ | Sell | CONSTELLATION BRANDS INCcl a | $2,036,000 | -45.1% | 8,840 | -40.2% | 0.14% | -46.4% |
| BOTZ | Buy | GLOBAL X FDSrbtcs artfl inte | $2,004,000 | +403.5% | 69,073 | +523.4% | 0.14% | +396.4% |
| VCIT | Sell | VANGUARD SCOTTSDALE FDSint-term corp | $1,963,000 | -21.4% | 22,817 | -15.2% | 0.14% | -23.0% |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $1,936,000 | +1.9% | 9,025 | +1.8% | 0.14% | -0.7% |
| COP | Buy | CONOCOPHILLIPS | $1,944,000 | +69.2% | 19,443 | +22.1% | 0.14% | +64.6% |
| INTU | Buy | INTUIT | $1,939,000 | -24.3% | 4,033 | +1.3% | 0.14% | -26.2% |
| SUSA | Buy | ISHARES TRmsci usa esg slc | $1,912,000 | -7.3% | 19,748 | +1.7% | 0.13% | -9.5% |
| GSSC | New | GOLDMAN SACHS ETF TRactivebeta us | $1,909,000 | – | 30,841 | +100.0% | 0.13% | – |
| JHSC | Buy | JOHN HANCOCK EXCHANGE TRADEDmultifactr sml | $1,912,000 | +24.2% | 55,742 | +31.2% | 0.13% | +20.9% |
| NSC | Buy | NORFOLK SOUTHN CORP | $1,880,000 | +38.1% | 6,590 | +44.1% | 0.13% | +35.1% |
| FIXD | Buy | FIRST TR EXCHNG TRADED FD VItcw opportunis | $1,871,000 | +11.8% | 37,738 | +20.0% | 0.13% | +8.3% |
| NOC | Sell | NORTHROP GRUMMAN CORP | $1,812,000 | +11.2% | 4,052 | -3.7% | 0.13% | +8.6% |
| FNY | Buy | FIRST TR EXCHANGE-TRADED ALPmid cp gr alph | $1,790,000 | -5.0% | 26,848 | +5.7% | 0.12% | -7.4% |
| GS | Buy | GOLDMAN SACHS GROUP INC | $1,800,000 | +56.9% | 5,452 | +81.8% | 0.12% | +52.4% |
| GSY | Sell | INVESCO ACTIVELY MANAGED ETFultra shrt dur | $1,753,000 | -9.3% | 35,186 | -8.4% | 0.12% | -11.6% |
| QUAL | Buy | ISHARES TRmsci usa qlt fct | $1,750,000 | +147.9% | 13,000 | +168.2% | 0.12% | +144.0% |
| GTO | Sell | INVESCO ACTIVELY MANAGED ETFtotal return | $1,755,000 | -16.0% | 33,460 | -9.7% | 0.12% | -18.1% |
| ABT | Sell | ABBOTT LABS | $1,728,000 | -29.3% | 14,598 | -15.9% | 0.12% | -31.4% |
| LLY | Buy | LILLY ELI & CO | $1,728,000 | +29.6% | 6,034 | +25.0% | 0.12% | +26.3% |
| EPD | Buy | ENTERPRISE PRODS PARTNERS L | $1,714,000 | +20.0% | 66,393 | +2.1% | 0.12% | +16.7% |
| TRV | Sell | TRAVELERS COMPANIES INC | $1,701,000 | +16.7% | 9,307 | -0.2% | 0.12% | +13.5% |
| DHS | Sell | WISDOMTREE TRus high dividend | $1,701,000 | +6.4% | 19,304 | -0.4% | 0.12% | +3.5% |
| NEE | Sell | NEXTERA ENERGY INC | $1,691,000 | -36.0% | 19,967 | -29.5% | 0.12% | -37.6% |
| DUK | Sell | DUKE ENERGY CORP NEW | $1,681,000 | +6.3% | 15,056 | -0.1% | 0.12% | +3.5% |
| MPC | Buy | MARATHON PETE CORP | $1,676,000 | +106.7% | 19,602 | +54.6% | 0.12% | +101.7% |
| AMT | Buy | AMERICAN TOWER CORP NEW | $1,681,000 | -12.0% | 6,693 | +2.5% | 0.12% | -14.6% |
| SHM | Buy | SPDR SER TRnuveen blmbrg sh | $1,675,000 | -0.6% | 35,384 | +3.3% | 0.12% | -2.5% |
| JPIB | Buy | J P MORGAN EXCHANGE-TRADED Fintl bd opp etf | $1,673,000 | +241.4% | 34,204 | +253.2% | 0.12% | +231.4% |
| EMR | Buy | EMERSON ELEC CO | $1,659,000 | +8.6% | 16,915 | +2.9% | 0.12% | +5.5% |
| MDT | Buy | MEDTRONIC PLC | $1,658,000 | +27.6% | 14,942 | +19.0% | 0.12% | +23.7% |
| SCHF | Sell | SCHWAB STRATEGIC TRintl eqty etf | $1,633,000 | -29.6% | 44,484 | -25.4% | 0.11% | -31.3% |
| DOW | Buy | DOW INC | $1,633,000 | +173.5% | 25,624 | +143.5% | 0.11% | +165.1% |
| SPDW | Buy | SPDR INDEX SHS FDSportfolio devlpd | $1,607,000 | +279.0% | 46,893 | +303.1% | 0.11% | +273.3% |
| FCX | Buy | FREEPORT-MCMORAN INCcl b | $1,606,000 | +22.4% | 32,280 | +2.7% | 0.11% | +19.1% |
| ADP | Buy | AUTOMATIC DATA PROCESSING IN | $1,601,000 | +7.2% | 7,035 | +16.1% | 0.11% | +3.7% |
| NUMV | Buy | NUSHARES ETF TRnuveen esg midvl | $1,575,000 | +46.1% | 43,745 | +49.9% | 0.11% | +42.9% |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO | $1,547,000 | +39.1% | 21,179 | +18.7% | 0.11% | +36.7% |
| VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $1,554,000 | -9.7% | 33,695 | -3.2% | 0.11% | -12.2% |
| VB | Buy | VANGUARD INDEX FDSsmall cp etf | $1,557,000 | +10.9% | 7,328 | +18.0% | 0.11% | +8.0% |
| MMM | Sell | 3M CO | $1,529,000 | -32.6% | 10,272 | -19.6% | 0.11% | -34.6% |
| FLOT | Sell | ISHARES TRfltg rate nt etf | $1,520,000 | -13.5% | 30,091 | -13.2% | 0.11% | -15.9% |
| SPYD | Buy | SPDR SER TRprtflo s&p500 hi | $1,508,000 | +13.6% | 34,301 | +8.7% | 0.10% | +10.5% |
| PM | Sell | PHILIP MORRIS INTL INC | $1,496,000 | -5.5% | 15,929 | -4.4% | 0.10% | -8.0% |
| OKE | Buy | ONEOK INC NEW | $1,501,000 | +79.1% | 21,258 | +49.0% | 0.10% | +73.3% |
| VXUS | Sell | VANGUARD STAR FDSvg tl intl stk f | $1,491,000 | -76.9% | 24,964 | -75.5% | 0.10% | -77.5% |
| XLY | Sell | SELECT SECTOR SPDR TRsbi cons discr | $1,500,000 | -18.7% | 8,106 | -10.2% | 0.10% | -21.2% |
| ENB | Buy | ENBRIDGE INC | $1,473,000 | +26.8% | 31,958 | +7.5% | 0.10% | +24.1% |
| EL | Buy | LAUDER ESTEE COS INCcl a | $1,471,000 | -11.5% | 5,401 | +20.2% | 0.10% | -14.3% |
| FPE | Buy | FIRST TR EXCH TRADED FD IIIpfd secs inc etf | $1,462,000 | +475.6% | 76,845 | +515.1% | 0.10% | +466.7% |
| MDIV | Sell | FIRST TR EXCHANGE-TRADED FDmulti asset di | $1,449,000 | -1.2% | 85,971 | -2.7% | 0.10% | -3.8% |
| PSX | Sell | PHILLIPS 66 | $1,430,000 | +17.3% | 16,555 | -1.6% | 0.10% | +14.9% |
| PZA | Buy | INVESCO EXCH TRADED FD TR IInatl amt muni | $1,439,000 | -5.7% | 57,731 | +2.6% | 0.10% | -8.3% |
| ESGV | Sell | VANGUARD WORLD FDesg us stk etf | $1,432,000 | -14.1% | 17,664 | -6.9% | 0.10% | -16.0% |
| SCHB | Buy | SCHWAB STRATEGIC TRus brd mkt etf | $1,404,000 | -7.6% | 26,298 | +95.5% | 0.10% | -10.1% |
| SLV | Buy | ISHARES SILVER TRishares | $1,409,000 | +28.7% | 61,582 | +21.0% | 0.10% | +25.6% |
| IVW | Buy | ISHARES TRs&p 500 grwt etf | $1,390,000 | +27.8% | 18,200 | +40.0% | 0.10% | +24.4% |
| RYT | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql tec | $1,382,000 | +7.2% | 4,781 | +20.2% | 0.10% | +4.3% |
| EUFN | Sell | ISHARES TRmsci euro fl etf | $1,358,000 | -10.7% | 71,811 | -5.3% | 0.10% | -12.8% |
| DVN | Buy | DEVON ENERGY CORP NEW | $1,359,000 | +186.7% | 22,983 | +113.5% | 0.10% | +179.4% |
| SCHE | Buy | SCHWAB STRATEGIC TRemrg mkteq etf | $1,349,000 | +173.6% | 48,584 | +191.8% | 0.09% | +168.6% |
| KHC | Buy | KRAFT HEINZ CO | $1,338,000 | +10.4% | 33,959 | +0.6% | 0.09% | +6.9% |
| PBUS | Sell | INVESCO EXCH TRADED FD TR IIpurbta msci us | $1,337,000 | -9.8% | 29,379 | -4.6% | 0.09% | -12.3% |
| ETN | Sell | EATON CORP PLC | $1,316,000 | -18.3% | 8,672 | -7.0% | 0.09% | -20.0% |
| VTEB | Buy | VANGUARD MUN BD FDStax exempt bd | $1,324,000 | +27.7% | 25,685 | +36.1% | 0.09% | +24.3% |
| SPGI | Sell | S&P GLOBAL INC | $1,319,000 | -17.0% | 3,216 | -4.5% | 0.09% | -19.3% |
| SCHA | Buy | SCHWAB STRATEGIC TRus sml cap etf | $1,306,000 | -10.0% | 27,567 | +94.5% | 0.09% | -12.5% |
| NUE | Buy | NUCOR CORP | $1,292,000 | +56.2% | 8,693 | +20.0% | 0.09% | +52.5% |
| TFC | Buy | TRUIST FINL CORP | $1,293,000 | -2.3% | 22,806 | +0.9% | 0.09% | -5.3% |
| APD | Buy | AIR PRODS & CHEMS INC | $1,272,000 | +8.6% | 5,089 | +32.2% | 0.09% | +6.0% |
| PFXF | New | VANECK ETF TRUSTpreferred securt | $1,260,000 | – | 61,341 | +100.0% | 0.09% | – |
| BIV | Sell | VANGUARD BD INDEX FDSintermed term | $1,249,000 | -39.4% | 15,253 | -35.1% | 0.09% | -40.8% |
| MGK | Buy | VANGUARD WORLD FDmega grwth ind | $1,255,000 | +28.7% | 5,332 | +42.6% | 0.09% | +24.3% |
| EXP | Sell | EAGLE MATLS INC | $1,248,000 | -25.9% | 9,720 | -4.0% | 0.09% | -27.5% |
| PSA | Sell | PUBLIC STORAGE | $1,238,000 | +1.4% | 3,171 | -2.7% | 0.09% | -1.1% |
| NLY | Buy | ANNALY CAPITAL MANAGEMENT IN | $1,217,000 | -3.5% | 172,848 | +7.1% | 0.08% | -5.6% |
| DKNG | Buy | DRAFTKINGS INC | $1,228,000 | -4.1% | 63,057 | +35.2% | 0.08% | -7.6% |
| VGT | Buy | VANGUARD WORLD FDSinf tech etf | $1,200,000 | -3.8% | 2,881 | +5.8% | 0.08% | -5.6% |
| LNC | Buy | LINCOLN NATL CORP IND | $1,198,000 | -4.2% | 18,335 | +0.2% | 0.08% | -6.7% |
| IWR | Buy | ISHARES TRrus mid cap etf | $1,197,000 | +17.4% | 15,341 | +24.9% | 0.08% | +13.7% |
| ENPH | Buy | ENPHASE ENERGY INC | $1,190,000 | +51.8% | 5,898 | +37.6% | 0.08% | +48.2% |
| MBB | Buy | ISHARES TRmbs etf | $1,184,000 | +6.9% | 11,620 | +12.6% | 0.08% | +3.8% |
| CAT | Buy | CATERPILLAR INC | $1,169,000 | +33.8% | 5,245 | +24.1% | 0.08% | +30.6% |
| DG | Buy | DOLLAR GEN CORP NEW | $1,144,000 | +0.1% | 5,138 | +6.0% | 0.08% | -2.4% |
| F | Buy | FORD MTR CO DEL | $1,153,000 | +0.8% | 68,209 | +23.8% | 0.08% | -2.4% |
| XLV | Buy | SELECT SECTOR SPDR TRsbi healthcare | $1,131,000 | +1.7% | 8,259 | +4.6% | 0.08% | 0.0% |
| BOND | Sell | PIMCO ETF TRactive bd etf | $1,118,000 | -21.9% | 10,988 | -16.0% | 0.08% | -23.5% |
| TSM | Sell | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $1,103,000 | -18.2% | 10,580 | -5.6% | 0.08% | -19.8% |
| GOVT | Buy | ISHARES TRus treas bd etf | $1,109,000 | +177.2% | 44,539 | +197.3% | 0.08% | +165.5% |
| SPEM | Sell | SPDR INDEX SHS FDSportfolio emg mk | $1,085,000 | -14.8% | 28,076 | -8.5% | 0.08% | -16.5% |
| XMHQ | New | INVESCO EXCHANGE TRADED FD Ts&p mdcp quality | $1,089,000 | – | 14,412 | +100.0% | 0.08% | – |
| VOT | Sell | VANGUARD INDEX FDSmcap gr idxvip | $1,085,000 | -17.7% | 4,870 | -6.0% | 0.08% | -19.1% |
| VVR | Buy | INVESCO SR INCOME TR | $1,080,000 | +1.4% | 253,411 | +3.0% | 0.08% | -1.3% |
| DFAU | Buy | DIMENSIONAL ETF TRUSTus core eqt mkt | $1,060,000 | +1.7% | 33,624 | +6.5% | 0.07% | 0.0% |
| EFA | Buy | ISHARES TRmsci eafe etf | $1,068,000 | +1.0% | 14,512 | +8.0% | 0.07% | -2.6% |
| FTXR | Buy | FIRST TR EXCHANGE-TRADED FDnasdaq transn | $1,049,000 | +1.5% | 32,467 | +8.5% | 0.07% | -1.4% |
| DHR | Sell | DANAHER CORPORATION | $1,045,000 | -18.7% | 3,564 | -8.8% | 0.07% | -20.7% |
| UVXY | New | PROSHARES TR IIultra vix short | $1,046,000 | – | 77,700 | +100.0% | 0.07% | – |
| VSS | Buy | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $1,046,000 | +10.2% | 8,445 | +19.2% | 0.07% | +7.4% |
| MUNI | Buy | PIMCO ETF TRinter mun bd act | $1,021,000 | -2.2% | 19,273 | +3.8% | 0.07% | -5.3% |
| BKNG | New | BOOKING HOLDINGS INC | $1,022,000 | – | 435 | +100.0% | 0.07% | – |
| VOE | Sell | VANGUARD INDEX FDSmcap vl idxvip | $1,019,000 | -19.1% | 6,807 | -18.7% | 0.07% | -21.1% |
| GSBD | Buy | GOLDMAN SACHS BDC INC | $1,013,000 | +187.8% | 51,680 | +180.9% | 0.07% | +184.0% |
| CB | Sell | CHUBB LIMITED | $1,014,000 | -6.8% | 4,739 | -15.8% | 0.07% | -9.0% |
| NUMG | Buy | NUSHARES ETF TRnuveen esg midcp | $1,019,000 | +54.2% | 23,261 | +73.2% | 0.07% | +51.1% |
| VSGX | Sell | VANGUARD WORLD FDesg intl stk etf | $1,006,000 | -16.7% | 17,579 | -9.8% | 0.07% | -18.6% |
| SCHR | Buy | SCHWAB STRATEGIC TRintrm trm tres | $1,006,000 | -4.7% | 18,884 | +0.3% | 0.07% | -6.7% |
| QYLD | New | GLOBAL X FDSnasdaq 100 cover | $987,000 | – | 47,073 | +100.0% | 0.07% | – |
| PSR | Buy | INVESCO ACTIVELY MANAGED ETFactive us real | $994,000 | +19.5% | 8,898 | +28.5% | 0.07% | +16.9% |
| PLD | Buy | PROLOGIS INC. | $974,000 | +2.6% | 6,034 | +7.0% | 0.07% | 0.0% |
| IAU | New | ISHARES GOLD TRishares | $973,000 | – | 26,423 | +100.0% | 0.07% | – |
| INTC | Sell | INTEL CORP | $980,000 | -39.7% | 19,768 | -37.3% | 0.07% | -41.4% |
| SBUX | Sell | STARBUCKS CORP | $972,000 | -51.5% | 10,686 | -37.7% | 0.07% | -52.4% |
| QSY | New | WISDOMTREE TRwisdomtree us va | $956,000 | – | 15,523 | +100.0% | 0.07% | – |
| MSOS | Sell | ADVISORSHARES TRpure us cannabis | $959,000 | -21.1% | 45,970 | -3.2% | 0.07% | -23.0% |
| PSQ | New | PROSHARES TRshort qqq new | $960,000 | – | 82,926 | +100.0% | 0.07% | – |
| MDLZ | Buy | MONDELEZ INTL INCcl a | $969,000 | -2.6% | 15,442 | +2.9% | 0.07% | -5.6% |
| FBND | Sell | FIDELITY MERRIMACK STR TRtotal bd etf | $967,000 | -52.9% | 19,424 | -49.8% | 0.07% | -54.4% |
| TSN | Sell | TYSON FOODS INCcl a | $967,000 | -51.6% | 10,786 | -52.9% | 0.07% | -53.1% |
| DE | Buy | DEERE & CO | $966,000 | +51.4% | 2,326 | +24.9% | 0.07% | +45.7% |
| VBR | Buy | VANGUARD INDEX FDSsm cp val etf | $968,000 | +3.8% | 5,499 | +5.4% | 0.07% | 0.0% |
| IAGG | Sell | ISHARES TRcore intl aggr | $954,000 | -6.3% | 18,306 | -2.0% | 0.07% | -9.6% |
| CDC | Buy | VICTORY PORTFOLIOS II | $932,000 | +7.1% | 12,972 | +3.7% | 0.06% | +4.8% |
| RWJ | New | INVESCO EXCH TRADED FD TR IIs&p smallcap 600 | $929,000 | – | 7,742 | +100.0% | 0.06% | – |
| LOW | Sell | LOWES COS INC | $932,000 | -49.7% | 4,611 | -35.7% | 0.06% | -50.8% |
| KLAC | New | KLA CORP | $938,000 | – | 2,563 | +100.0% | 0.06% | – |
| AOR | Sell | ISHARES TRgrwt allocat etf | $931,000 | -15.4% | 17,255 | -10.5% | 0.06% | -17.7% |
| SQ | Sell | BLOCK INCcl a | $940,000 | -57.6% | 6,935 | -49.5% | 0.06% | -59.1% |
| RYH | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql hlt | $934,000 | +2.1% | 3,048 | +6.8% | 0.06% | 0.0% |
| IQLT | Sell | ISHARES TRmsci intl qualty | $934,000 | -11.9% | 25,319 | -6.0% | 0.06% | -14.5% |
| FPXI | Buy | FIRST TR EXCHANGE TRADED FDintl equity opp | $932,000 | -8.1% | 19,122 | +8.7% | 0.06% | -9.7% |
| FEM | Buy | FIRST TR EXCH TRD ALPHDX FDemerg mkt alph | $916,000 | +24.6% | 36,423 | +29.2% | 0.06% | +20.8% |
| SPYG | Buy | SPDR SER TRprtflo s&p500 gw | $922,000 | +97.4% | 13,919 | +115.9% | 0.06% | +93.9% |
| ADI | Buy | ANALOG DEVICES INC | $906,000 | -5.5% | 5,485 | +0.5% | 0.06% | -8.7% |
| FTSL | Buy | FIRST TR EXCHANGE-TRADED FDsenior ln fd | $903,000 | +83.2% | 19,202 | +86.8% | 0.06% | +80.0% |
| IGIB | Sell | ISHARES TR | $894,000 | -23.3% | 16,291 | -17.1% | 0.06% | -25.3% |
| KW | Buy | KENNEDY-WILSON HOLDINGS INC | $895,000 | +6.0% | 36,695 | +3.9% | 0.06% | +3.3% |
| VIGI | Sell | VANGUARD WHITEHALL FDSintl dvd etf | $889,000 | -8.7% | 11,244 | -1.3% | 0.06% | -11.4% |
| MELI | Buy | MERCADOLIBRE INC | $894,000 | +6.3% | 752 | +20.5% | 0.06% | +3.3% |
| IEFA | Sell | ISHARES TRcore msci eafe | $876,000 | -39.2% | 12,609 | -34.7% | 0.06% | -40.8% |
| AWK | Buy | AMERICAN WTR WKS CO INC NEW | $870,000 | +10.5% | 5,255 | +26.0% | 0.06% | +8.9% |
| EFV | Buy | ISHARES TReafe value etf | $871,000 | +297.7% | 17,339 | +299.8% | 0.06% | +281.2% |
| DVY | Buy | ISHARES TRselect divid etf | $869,000 | +31.5% | 6,785 | +25.8% | 0.06% | +27.7% |
| ED | Sell | CONSOLIDATED EDISON INC | $869,000 | +10.4% | 9,177 | -0.6% | 0.06% | +7.1% |
| IFF | Sell | INTERNATIONAL FLAVORS&FRAGRA | $866,000 | -13.1% | 6,596 | -0.3% | 0.06% | -15.5% |
| VV | Buy | VANGUARD INDEX FDSlarge cap etf | $848,000 | +3.8% | 4,065 | +9.9% | 0.06% | +1.7% |
| WFC | Buy | WELLS FARGO CO NEW | $827,000 | +26.3% | 17,075 | +25.1% | 0.06% | +23.4% |
| DSI | Buy | ISHARES TRmsci kld400 soc | $837,000 | -5.8% | 9,659 | +0.9% | 0.06% | -9.4% |
| KEYS | Sell | KEYSIGHT TECHNOLOGIES INC | $832,000 | -29.9% | 5,267 | -8.4% | 0.06% | -31.8% |
| XME | Sell | SPDR SER TRs&p metals mng | $815,000 | -72.7% | 13,302 | -80.1% | 0.06% | -73.2% |
| PRMW | Buy | PRIMO WATER CORPORATION | $825,000 | -13.9% | 57,901 | +6.5% | 0.06% | -16.2% |
| FNDF | New | SCHWAB STRATEGIC TRschwb fdt int lg | $818,000 | – | 25,372 | +100.0% | 0.06% | – |
| SRE | Sell | SEMPRA | $823,000 | +25.5% | 4,895 | -1.3% | 0.06% | +21.3% |
| WIW | Sell | WESTERN AST INFL LKD OPP & I | $823,000 | -15.3% | 68,487 | -4.3% | 0.06% | -17.4% |
| JRO | Buy | NUVEEN FLOATING RATE INCOME | $820,000 | +4.9% | 80,864 | +4.7% | 0.06% | +1.8% |
| PHB | Sell | INVESCO EXCH TRADED FD TR IIfndmntl hy crp | $821,000 | -10.6% | 44,704 | -5.4% | 0.06% | -13.6% |
| COMT | Buy | ISHARES U S ETF TRgsci cmdty stgy | $820,000 | +41.9% | 20,463 | +9.3% | 0.06% | +39.0% |
| GUNR | Sell | FLEXSHARES TRmornstar upstr | $811,000 | +7.6% | 17,329 | -9.3% | 0.06% | +3.7% |
| DIVO | New | AMPLIFY ETF TRcwp enhanced div | $791,000 | – | 21,132 | +100.0% | 0.06% | – |
| GOF | Sell | GUGGENHEIM STRATEGIC OPPORTU | $783,000 | +2.4% | 41,171 | -1.4% | 0.06% | 0.0% |
| NULG | Buy | NUSHARES ETF TRnuveen esg lrgcp | $785,000 | -7.4% | 12,931 | +4.6% | 0.06% | -9.8% |
| TT | Sell | TRANE TECHNOLOGIES PLC | $784,000 | -41.9% | 5,133 | -23.1% | 0.06% | -42.7% |
| IIPR | Sell | INNOVATIVE INDL PPTYS INC | $785,000 | -22.3% | 3,823 | -0.5% | 0.06% | -23.6% |
| IWV | Buy | ISHARES TRrussell 3000 etf | $790,000 | -4.9% | 3,010 | +0.5% | 0.06% | -6.8% |
| VEU | Sell | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $771,000 | -8.5% | 13,395 | -2.6% | 0.05% | -10.0% |
| SPGP | New | INVESCO EXCHANGE TRADED FD Ts&p 500 garp etf | $777,000 | – | 8,521 | +100.0% | 0.05% | – |
| BAB | Sell | INVESCO EXCH TRADED FD TR IItaxable mun bd | $774,000 | -20.5% | 26,094 | -11.6% | 0.05% | -22.9% |
| HCA | Sell | HCA HEALTHCARE INC | $767,000 | -12.4% | 3,061 | -10.3% | 0.05% | -15.9% |
| KRE | New | SPDR SER TRs&p regl bkg | $759,000 | – | 11,013 | +100.0% | 0.05% | – |
| IOO | Buy | ISHARES TRglobal 100 etf | $755,000 | +134.5% | 9,932 | +140.9% | 0.05% | +130.4% |
| GSIE | New | GOLDMAN SACHS ETF TRactivebeta int | $758,000 | – | 23,156 | +100.0% | 0.05% | – |
| NUAG | Sell | NUSHARES ETF TRnuveen enhnc yld | $764,000 | -24.1% | 33,261 | -18.6% | 0.05% | -26.4% |
| CEMB | Sell | ISHARES INCjp mrg em crp bd | $759,000 | -15.2% | 16,353 | -6.8% | 0.05% | -17.2% |
| KEY | New | KEYCORP | $753,000 | – | 33,628 | +100.0% | 0.05% | – |
| SLB | New | SCHLUMBERGER LTD | $746,000 | – | 18,047 | +100.0% | 0.05% | – |
| NOW | New | SERVICENOW INC | $751,000 | – | 1,349 | +100.0% | 0.05% | – |
| PRU | Sell | PRUDENTIAL FINL INC | $749,000 | -61.4% | 6,338 | -64.6% | 0.05% | -62.6% |
| ANTM | Buy | ANTHEM INC | $753,000 | +11.6% | 1,533 | +5.2% | 0.05% | +8.3% |
| JMOM | Sell | J P MORGAN EXCHANGE-TRADED Fus momentum | $753,000 | -14.6% | 17,100 | -6.4% | 0.05% | -17.5% |
| CE | New | CELANESE CORP DEL | $748,000 | – | 5,236 | +100.0% | 0.05% | – |
| ABST | Buy | ABSOLUTE SOFTWARE CORP | $727,000 | +3.6% | 85,674 | +14.8% | 0.05% | +2.0% |
| EVRG | Sell | EVERGY INC | $734,000 | -0.7% | 10,743 | -0.2% | 0.05% | -3.8% |
| COF | Buy | CAPITAL ONE FINL CORP | $733,000 | 0.0% | 5,586 | +10.5% | 0.05% | -1.9% |
| GPC | Buy | GENUINE PARTS CO | $737,000 | -5.5% | 5,847 | +5.1% | 0.05% | -8.9% |
| LYB | Buy | LYONDELLBASELL INDUSTRIES N | $738,000 | +54.7% | 7,179 | +38.7% | 0.05% | +50.0% |
| REET | Sell | ISHARES TRglobal reit etf | $719,000 | -20.6% | 24,619 | -16.7% | 0.05% | -23.1% |
| EQIX | Sell | EQUINIX INC | $715,000 | -12.9% | 964 | -0.7% | 0.05% | -15.3% |
| GILD | Sell | GILEAD SCIENCES INC | $704,000 | -23.6% | 11,842 | -6.6% | 0.05% | -25.8% |
| ORLY | Buy | OREILLY AUTOMOTIVE INC | $710,000 | +8.4% | 1,037 | +11.7% | 0.05% | +4.3% |
| SPHQ | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 quality | $709,000 | -6.6% | 14,203 | -0.4% | 0.05% | -9.3% |
| EDF | Buy | STONE HBR EMERGING MKTS INCO | $704,000 | +5.1% | 107,744 | +7.2% | 0.05% | +2.1% |
| IVE | Buy | ISHARES TRs&p 500 val etf | $705,000 | +30.3% | 4,529 | +31.2% | 0.05% | +25.6% |
| PLW | New | INVESCO EXCH TRADED FD TR II1 30 lader tre | $702,000 | – | 9,704 | +100.0% | 0.05% | – |
| OPEN | Sell | OPENDOOR TECHNOLOGIES INC | $709,000 | -41.0% | 81,954 | -0.3% | 0.05% | -43.0% |
| OMC | Buy | OMNICOM GROUP INC | $683,000 | +27.9% | 8,050 | +10.5% | 0.05% | +26.3% |
| BUFR | Sell | FIRST TR EXCHNG TRADED FD VIcboe vest us eq | $696,000 | -3.9% | 29,279 | -2.8% | 0.05% | -7.7% |
| GBAB | Buy | GUGGENHEIM TAXABLE MUNICP BO | $694,000 | -7.5% | 34,903 | +10.5% | 0.05% | -11.1% |
| ADM | Buy | ARCHER DANIELS MIDLAND CO | $692,000 | +33.8% | 7,662 | +0.1% | 0.05% | +29.7% |
| AWI | Sell | ARMSTRONG WORLD INDS INC NEW | $684,000 | -36.7% | 7,598 | -18.4% | 0.05% | -37.7% |
| ACWV | Buy | ISHARES INCmsci gbl min vol | $686,000 | -2.6% | 6,546 | +0.6% | 0.05% | -4.0% |
| NRG | New | NRG ENERGY INC | $677,000 | – | 17,645 | +100.0% | 0.05% | – |
| WMB | Buy | WILLIAMS COS INC | $669,000 | +46.1% | 20,034 | +14.0% | 0.05% | +42.4% |
| TGIF | Buy | TIDAL ETF TRsofi weekly inm | $680,000 | -2.0% | 6,842 | +2.6% | 0.05% | -6.0% |
| MGV | Buy | VANGUARD WORLD FDmega cap val etf | $675,000 | +54.5% | 6,286 | +53.6% | 0.05% | +51.6% |
| AOM | ISHARES TRmodert alloc etf | $660,000 | -5.6% | 15,371 | 0.0% | 0.05% | -8.0% | |
| ITOT | Buy | ISHARES TRcore s&p ttl stk | $656,000 | +42.3% | 6,499 | +50.7% | 0.05% | +39.4% |
| MU | Buy | MICRON TECHNOLOGY INC | $668,000 | +57.2% | 8,580 | +88.2% | 0.05% | +53.3% |
| MUB | Sell | ISHARES TRnational mun etf | $666,000 | -11.9% | 6,075 | -6.6% | 0.05% | -14.8% |
| CME | Buy | CME GROUP INC | $668,000 | +38.6% | 2,810 | +33.0% | 0.05% | +35.3% |
| ORCL | Buy | ORACLE CORP | $668,000 | +17.4% | 8,078 | +23.8% | 0.05% | +12.2% |
| AON | Sell | AON PLC | $658,000 | +7.3% | 2,019 | -1.0% | 0.05% | +4.5% |
| SPLV | Sell | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $664,000 | -14.3% | 9,896 | -12.4% | 0.05% | -16.4% |
| RWL | New | INVESCO EXCH TRADED FD TR IIs&p 500 revenue | $648,000 | – | 8,033 | +100.0% | 0.04% | – |
| AEP | Buy | AMERICAN ELEC PWR CO INC | $644,000 | +128.4% | 6,458 | +103.5% | 0.04% | +125.0% |
| PFF | Buy | ISHARES TRpfd and incm sec | $653,000 | +14.4% | 17,942 | +23.9% | 0.04% | +9.8% |
| OEF | Buy | ISHARES TRs&p 100 etf | $643,000 | -3.6% | 3,084 | +1.4% | 0.04% | -6.2% |
| IBB | Buy | ISHARES TRishares biotech | $648,000 | +14.7% | 4,976 | +34.5% | 0.04% | +12.5% |
| TJX | Sell | TJX COS INC NEW | $648,000 | -31.9% | 10,693 | -14.7% | 0.04% | -33.8% |
| IUSB | Buy | ISHARES TRcore total usd | $650,000 | +42.9% | 13,093 | +52.4% | 0.04% | +36.4% |
| LHX | Buy | L3HARRIS TECHNOLOGIES INC | $644,000 | +34.4% | 2,592 | +15.5% | 0.04% | +32.4% |
| HTRB | Sell | HARTFORD FDS EXCHANGE TRADEDtotal rtrn etf | $649,000 | -12.4% | 17,620 | -5.5% | 0.04% | -15.1% |
| QMOM | Sell | ALPHA ARCHITECT ETF TRus quan momentum | $637,000 | -10.0% | 12,885 | -8.6% | 0.04% | -13.7% |
| ZTS | Sell | ZOETIS INCcl a | $628,000 | -37.8% | 3,332 | -19.5% | 0.04% | -38.9% |
| FLQM | Sell | FRANKLIN TEMPLETON ETF TRlibertyq us mid | $639,000 | -8.8% | 14,207 | -2.0% | 0.04% | -12.0% |
| BHK | Buy | BLACKROCK CORE BD TR | $634,000 | -17.2% | 48,791 | +5.2% | 0.04% | -20.0% |
| GE | New | GENERAL ELECTRIC CO | $638,000 | – | 6,970 | +100.0% | 0.04% | – |
| SHOP | Buy | SHOPIFY INCcl a | $630,000 | -50.9% | 932 | +0.1% | 0.04% | -52.2% |
| MTUM | Buy | ISHARES TRmsci usa mmentm | $623,000 | -0.6% | 3,704 | +7.4% | 0.04% | -4.4% |
| BLOK | Sell | AMPLIFY ETF TRblockchain ldr | $623,000 | -22.7% | 18,218 | -9.2% | 0.04% | -25.9% |
| IGR | Sell | CBRE GBL REAL ESTATE INC FD | $622,000 | -8.0% | 68,819 | -0.3% | 0.04% | -10.4% |
| BP | Buy | BP PLCsponsored adr | $620,000 | +35.4% | 21,099 | +22.6% | 0.04% | +30.3% |
| LRCX | Sell | LAM RESEARCH CORP | $611,000 | -40.6% | 1,136 | -20.6% | 0.04% | -41.1% |
| ALL | Buy | ALLSTATE CORP | $615,000 | +19.6% | 4,439 | +1.6% | 0.04% | +16.2% |
| SVXY | New | PROSHARES TR IIsht vix st trm | $597,000 | – | 10,947 | +100.0% | 0.04% | – |
| RAFE | Buy | PIMCO EQUITY SERrafi esg us | $601,000 | +0.7% | 18,995 | +5.3% | 0.04% | -2.3% |
| ICVT | Sell | ISHARES TRconv bd etf | $599,000 | -9.9% | 7,192 | -3.6% | 0.04% | -12.5% |
| IWY | Sell | ISHARES TRrus tp200 gr etf | $604,000 | -16.3% | 3,804 | -8.6% | 0.04% | -19.2% |
| VIXY | New | PROSHARES TR IIvix sh trm futrs | $586,000 | – | 35,336 | +100.0% | 0.04% | – |
| TDVG | New | T ROWE PRICE ETF INCprice div grwt | $586,000 | – | 17,443 | +100.0% | 0.04% | – |
| TFI | Sell | SPDR SER TRnuveen blmbrg mu | $583,000 | -13.1% | 12,176 | -6.1% | 0.04% | -14.6% |
| IDXX | Buy | IDEXX LABS INC | $596,000 | +1.9% | 1,089 | +22.6% | 0.04% | -2.4% |
| PBSM | Sell | INVESCO EXCH TRADED FD TR IIpurbta msci sm | $591,000 | -9.1% | 16,099 | -2.7% | 0.04% | -10.9% |
| AAP | New | ADVANCE AUTO PARTS INC | $592,000 | – | 2,859 | +100.0% | 0.04% | – |
| UBER | Buy | UBER TECHNOLOGIES INC | $590,000 | +99.3% | 16,524 | +133.9% | 0.04% | +95.2% |
| HAL | Sell | HALLIBURTON CO | $579,000 | +54.0% | 15,281 | -7.1% | 0.04% | +48.1% |
| PCY | Sell | INVESCO EXCH TRADED FD TR IIemrng mkt svrg | $575,000 | -15.7% | 25,442 | -1.7% | 0.04% | -18.4% |
| ISRG | Buy | INTUITIVE SURGICAL INC | $574,000 | +36.3% | 1,902 | +62.3% | 0.04% | +33.3% |
| GLW | Sell | CORNING INC | $569,000 | -5.0% | 15,408 | -4.3% | 0.04% | -7.0% |
| CI | Buy | CIGNA CORP NEW | $579,000 | +8.2% | 2,415 | +3.7% | 0.04% | +5.3% |
| MPW | Buy | MEDICAL PPTYS TRUST INC | $578,000 | +5.5% | 27,349 | +17.8% | 0.04% | +2.6% |
| ALC | Buy | ALCON AG | $579,000 | -5.1% | 7,294 | +4.3% | 0.04% | -9.1% |
| GLDI | Sell | CREDIT SUISSE AG NASSAU BRH | $562,000 | -1.2% | 65,950 | -1.9% | 0.04% | -4.9% |
| SUSL | Sell | ISHARES TResg msci leadr | $560,000 | -19.8% | 7,078 | -14.5% | 0.04% | -22.0% |
| LVHI | Buy | LEGG MASON ETF INVT TRint lw vty hgh | $566,000 | +36.4% | 21,018 | +34.1% | 0.04% | +30.0% |
| DIVB | Sell | ISHARES TRus divid bybck | $563,000 | -6.8% | 13,485 | -4.5% | 0.04% | -9.3% |
| EFG | New | ISHARES TReafe grwth etf | $560,000 | – | 5,821 | +100.0% | 0.04% | – |
| AMAT | Sell | APPLIED MATLS INC | $565,000 | -24.9% | 4,289 | -10.2% | 0.04% | -27.8% |
| USMV | Buy | ISHARES TRmsci usa min vol | $556,000 | +92.4% | 7,163 | +100.4% | 0.04% | +85.7% |
| HYLB | Sell | DBX ETF TRxtrack usd high | $564,000 | -25.6% | 14,956 | -21.4% | 0.04% | -27.8% |
| CMF | Buy | ISHARES TRcalif mun bd etf | $560,000 | +38.3% | 9,624 | +48.1% | 0.04% | +34.5% |
| DXC | Buy | DXC TECHNOLOGY CO | $545,000 | +14.3% | 16,715 | +12.7% | 0.04% | +11.8% |
| FALN | New | ISHARES TRfaln angls usd | $546,000 | – | 19,686 | +100.0% | 0.04% | – |
| CIBR | Buy | FIRST TR EXCHANGE TRADED FDnasdaq cyb etf | $553,000 | +16.7% | 10,412 | +15.9% | 0.04% | +11.8% |
| VLU | Buy | SPDR SER TRspdr s&p1500vl | $545,000 | +11.7% | 3,514 | +12.1% | 0.04% | +8.6% |
| CTSH | Buy | COGNIZANT TECHNOLOGY SOLUTIOcl a | $553,000 | +6.3% | 6,168 | +5.3% | 0.04% | +2.7% |
| ICLN | Sell | ISHARES TRgl clean ene etf | $528,000 | -3.1% | 24,544 | -4.7% | 0.04% | -5.1% |
| XOP | New | SPDR SER TRs&p oilgas exp | $533,000 | – | 3,965 | +100.0% | 0.04% | – |
| BFLY | Buy | BUTTERFLY NETWORK INC | $511,000 | -17.0% | 107,270 | +16.5% | 0.04% | -18.2% |
| CMG | Buy | CHIPOTLE MEXICAN GRILL INC | $514,000 | -6.4% | 325 | +3.5% | 0.04% | -7.7% |
| NKE | Buy | NIKE INCcl b | $519,000 | +9.0% | 3,858 | +35.1% | 0.04% | +5.9% |
| EW | Sell | EDWARDS LIFESCIENCES CORP | $524,000 | -14.4% | 4,449 | -5.8% | 0.04% | -18.2% |
| LMBS | Buy | FIRST TR EXCHANGE-TRADED FDfst low oppt eft | $520,000 | +41.3% | 10,624 | +44.2% | 0.04% | +38.5% |
| AFMC | New | FIRST TR EXCHNG TRADED FD VIactv fctr mdcp | $506,000 | – | 20,470 | +100.0% | 0.04% | – |
| SPOT | Sell | SPOTIFY TECHNOLOGY S A | $502,000 | -46.5% | 3,323 | -17.1% | 0.04% | -47.8% |
| VNT | Buy | VONTIER CORPORATION | $507,000 | +65.7% | 19,977 | +100.7% | 0.04% | +59.1% |
| SCHM | Buy | SCHWAB STRATEGIC TRus mid-cap etf | $509,000 | -4.7% | 6,716 | +1.1% | 0.04% | -7.9% |
| VRSK | Sell | VERISK ANALYTICS INC | $499,000 | -7.4% | 2,323 | -1.4% | 0.04% | -10.3% |
| HSCZ | Buy | ISHARES TRmsci eafe smcp | $506,000 | +8.8% | 14,715 | +16.6% | 0.04% | +6.1% |
| AGGY | Sell | WISDOMTREE TRyield enhancd us | $500,000 | -30.3% | 10,452 | -24.7% | 0.04% | -31.4% |
| AMH | Sell | AMERICAN HOMES 4 RENTcl a | $497,000 | -26.3% | 12,409 | -19.7% | 0.04% | -27.1% |
| PLTR | Sell | PALANTIR TECHNOLOGIES INCcl a | $506,000 | -49.0% | 36,884 | -32.4% | 0.04% | -50.7% |
| CSB | Sell | VICTORY PORTFOLIOS II | $493,000 | -11.3% | 8,428 | -6.9% | 0.03% | -15.0% |
| NUS | Buy | NU SKIN ENTERPRISES INCcl a | $485,000 | -5.3% | 10,135 | +0.4% | 0.03% | -8.1% |
| VLO | Buy | VALERO ENERGY CORP | $482,000 | +61.7% | 4,749 | +19.7% | 0.03% | +61.9% |
| AAL | Sell | AMERICAN AIRLS GROUP INC | $495,000 | +1.4% | 27,111 | -0.2% | 0.03% | -2.9% |
| ATNI | Buy | ATN INTL INC | $492,000 | +9.6% | 12,347 | +9.8% | 0.03% | +6.2% |
| HYG | Buy | ISHARES TRiboxx hi yd etf | $487,000 | -1.0% | 5,918 | +4.6% | 0.03% | -2.9% |
| AXP | Sell | AMERICAN EXPRESS CO | $480,000 | +12.9% | 2,567 | -1.1% | 0.03% | +10.0% |
| YUM | Buy | YUM BRANDS INC | $472,000 | -14.3% | 3,981 | +0.3% | 0.03% | -15.4% |
| SE | Buy | SEA LTDsponsord ads | $472,000 | +76.1% | 3,941 | +229.5% | 0.03% | +73.7% |
| HYLS | Sell | FIRST TR EXCHANGE-TRADED FDfirst tr ta hiyl | $478,000 | -18.4% | 10,437 | -14.7% | 0.03% | -21.4% |
| ARKG | Sell | ARK ETF TRgenomic rev etf | $473,000 | -47.3% | 10,299 | -29.7% | 0.03% | -48.4% |
| USB | Sell | US BANCORP DEL | $469,000 | -6.0% | 8,825 | -0.7% | 0.03% | -8.3% |
| STOR | Buy | STORE CAP CORP | $457,000 | -15.1% | 15,636 | +0.1% | 0.03% | -15.8% |
| SONY | Sell | SONY GROUP CORPORATIONsponsored adr | $461,000 | -23.5% | 4,491 | -5.8% | 0.03% | -25.6% |
| MET | Buy | METLIFE INC | $457,000 | +40.6% | 6,504 | +25.0% | 0.03% | +39.1% |
| ITI | Buy | ITERIS INC NEW | $455,000 | -9.5% | 152,558 | +21.2% | 0.03% | -11.1% |
| BBSA | New | J P MORGAN EXCHANGE-TRADED Fbetabldrs 1-5yr | $442,000 | – | 9,044 | +100.0% | 0.03% | – |
| SLYV | Sell | SPDR SER TRs&p 600 smcp val | $450,000 | -2.4% | 5,401 | -0.7% | 0.03% | -6.1% |
| DIAX | Buy | NUVEEN DOW 30 DYNMC OVERWRT | $447,000 | -1.5% | 26,935 | +5.4% | 0.03% | -3.1% |
| LIN | Buy | LINDE PLC | $449,000 | +12.2% | 1,406 | +21.8% | 0.03% | +6.9% |
| BDX | Sell | BECTON DICKINSON & CO | $447,000 | -9.0% | 1,680 | -14.0% | 0.03% | -11.4% |
| DLR | Buy | DIGITAL RLTY TR INC | $446,000 | -13.1% | 3,148 | +8.5% | 0.03% | -16.2% |
| CRBN | Sell | ISHARES TRmsci lw crb tg | $427,000 | -12.5% | 2,613 | -6.8% | 0.03% | -14.3% |
| SWK | Sell | STANLEY BLACK & DECKER INC | $427,000 | -27.1% | 3,057 | -1.6% | 0.03% | -28.6% |
| GDO | Buy | WESTERN ASSET GLOBAL CORP DE | $426,000 | -10.9% | 28,655 | +4.8% | 0.03% | -11.8% |
| CFX | Buy | COLFAX CORP | $424,000 | +41.8% | 10,659 | +63.8% | 0.03% | +42.9% |
| TTD | Sell | THE TRADE DESK INC | $426,000 | -44.7% | 6,157 | -26.8% | 0.03% | -45.5% |
| VDE | New | VANGUARD WORLD FDSenergy etf | $416,000 | – | 3,888 | +100.0% | 0.03% | – |
| ARKF | Sell | ARK ETF TRfintech innova | $421,000 | -67.2% | 14,504 | -53.9% | 0.03% | -68.5% |
| ULTA | Buy | ULTA BEAUTY INC | $423,000 | +24.8% | 1,062 | +29.0% | 0.03% | +20.8% |
| IYW | Sell | ISHARES TRu.s. tech etf | $413,000 | -17.1% | 4,004 | -7.7% | 0.03% | -19.4% |
| D | Buy | DOMINION ENERGY INC | $413,000 | +14.1% | 4,864 | +5.5% | 0.03% | +11.5% |
| PPH | New | VANECK ETF TRUSTpharmaceutcl etf | $413,000 | – | 5,173 | +100.0% | 0.03% | – |
| HDV | Buy | ISHARES TRcore high dv etf | $418,000 | +87.4% | 3,914 | +77.3% | 0.03% | +81.2% |
| CALF | Sell | PACER FDS TRpacer us small | $413,000 | -12.7% | 10,303 | -6.9% | 0.03% | -14.7% |
| LULU | Sell | LULULEMON ATHLETICA INC | $412,000 | -19.2% | 1,127 | -13.6% | 0.03% | -19.4% |
| CHRW | New | C H ROBINSON WORLDWIDE INC | $410,000 | – | 3,807 | +100.0% | 0.03% | – |
| NVS | Buy | NOVARTIS AGsponsored adr | $422,000 | +7.9% | 4,811 | +7.7% | 0.03% | +3.6% |
| CLM | Sell | CORNERSTONE STRATEGIC VALUE | $400,000 | -8.5% | 28,397 | -7.1% | 0.03% | -9.7% |
| FAX | Buy | ABERDEEN ASIA-PACIFIC INCOME | $405,000 | -6.7% | 119,827 | +5.6% | 0.03% | -9.7% |
| VXX | New | BARCLAYS BANK PLCipth sr b s&p | $409,000 | – | 15,917 | +100.0% | 0.03% | – |
| DOV | Buy | DOVER CORP | $403,000 | +27.5% | 2,571 | +47.8% | 0.03% | +21.7% |
| LIT | Buy | GLOBAL X FDSlithium btry etf | $405,000 | -1.7% | 5,262 | +7.7% | 0.03% | -3.4% |
| IXUS | Sell | ISHARES TRcore msci total | $408,000 | -57.8% | 6,125 | -55.0% | 0.03% | -59.4% |
| KMB | Sell | KIMBERLY-CLARK CORP | $400,000 | -39.3% | 3,250 | -29.5% | 0.03% | -40.4% |
| O | Buy | REALTY INCOME CORP | $402,000 | +46.2% | 5,803 | +50.9% | 0.03% | +40.0% |
| DON | Sell | WISDOMTREE TRus midcap divid | $398,000 | -2.0% | 8,953 | -2.3% | 0.03% | -3.4% |
| ONB | New | OLD NATL BANCORP IND | $392,000 | – | 23,927 | +100.0% | 0.03% | – |
| XSVM | Buy | INVESCO EXCHANGE TRADED FD Ts&p smcp vlu mnt | $394,000 | +6.5% | 7,311 | +6.3% | 0.03% | +3.8% |
| IUS | Sell | INVESCO EXCH TRD SLF IDX FDrafi stratgic us | $386,000 | -2.0% | 9,506 | -2.3% | 0.03% | -3.6% |
| GD | Sell | GENERAL DYNAMICS CORP | $386,000 | -79.7% | 1,601 | -82.5% | 0.03% | -80.1% |
| SCHW | Sell | SCHWAB CHARLES CORP | $382,000 | -8.8% | 4,533 | -9.1% | 0.03% | -10.0% |
| ANSS | Sell | ANSYS INC | $382,000 | -22.4% | 1,202 | -2.0% | 0.03% | -22.9% |
| MP | Sell | MP MATERIALS CORP | $392,000 | +18.1% | 6,841 | -6.3% | 0.03% | +12.5% |
| CSX | Buy | CSX CORP | $384,000 | +28.9% | 10,260 | +29.4% | 0.03% | +28.6% |
| WEC | Sell | WEC ENERGY GROUP INC | $372,000 | +2.2% | 3,731 | -0.6% | 0.03% | 0.0% |
| ATVI | Sell | ACTIVISION BLIZZARD INC | $370,000 | -14.4% | 4,622 | -28.9% | 0.03% | -16.1% |
| GSG | New | ISHARES S&P GSCI COMMODITY-unit ben int | $371,000 | – | 16,367 | +100.0% | 0.03% | – |
| KMI | Buy | KINDER MORGAN INC DEL | $380,000 | +39.2% | 20,085 | +16.8% | 0.03% | +30.0% |
| KEMQ | Buy | KRANESHARES TRemrng mkt cons | $378,000 | -12.3% | 21,242 | +16.4% | 0.03% | -16.1% |
| PXD | Sell | PIONEER NAT RES CO | $375,000 | +19.8% | 1,501 | -12.7% | 0.03% | +18.2% |
| FTLS | Buy | FIRST TR EXCH TRADED FD IIIlng/sht equity | $373,000 | -1.6% | 7,351 | +1.3% | 0.03% | -3.7% |
| Buy | AMALGAMATED FINANCIAL CORP | $371,000 | +10.1% | 20,655 | +2.6% | 0.03% | +8.3% | |
| TXN | Buy | TEXAS INSTRS INC | $368,000 | +7.6% | 2,003 | +10.4% | 0.03% | +8.3% |
| QQQ | New | INVESCO QQQ TRput | $369,000 | – | 34,700 | +100.0% | 0.03% | – |
| CTAS | Sell | CINTAS CORP | $367,000 | -6.4% | 863 | -2.4% | 0.03% | -7.1% |
| SNSR | Sell | GLOBAL X FDSinternet of thng | $355,000 | -49.3% | 10,675 | -40.3% | 0.02% | -50.0% |
| BST | New | BLACKROCK SCIENCE & TECHNOLO | $354,000 | – | 8,179 | +100.0% | 0.02% | – |
| GIS | Buy | GENERAL MLS INC | $365,000 | +62.9% | 5,384 | +62.1% | 0.02% | +56.2% |
| X | New | UNITED STATES STL CORP NEW | $357,000 | – | 9,468 | +100.0% | 0.02% | – |
| GLDM | Sell | WORLD GOLD TRspdr gld minis | $359,000 | +32.0% | 9,336 | -37.7% | 0.02% | +31.6% |
| DEM | New | WISDOMTREE TRemer mkt high fd | $355,000 | – | 8,104 | +100.0% | 0.02% | – |
| MFEM | Buy | PIMCO EQUITY SERrafi dyn emerg | $364,000 | +21.3% | 17,352 | +33.9% | 0.02% | +19.0% |
| WLTW | Buy | WILLIS TOWERS WATSON PLC LTD | $361,000 | +1.7% | 1,529 | +2.4% | 0.02% | 0.0% |
| RPG | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 pur gwt | $355,000 | -17.8% | 1,932 | -5.8% | 0.02% | -19.4% |
| DRI | Buy | DARDEN RESTAURANTS INC | $365,000 | -11.6% | 2,748 | +0.3% | 0.02% | -16.7% |
| XMMO | Buy | INVESCO EXCHANGE TRADED FD Ts&p mdcp momntum | $364,000 | -0.3% | 4,219 | +5.1% | 0.02% | -3.8% |
| MAR | Buy | MARRIOTT INTL INC NEWcl a | $364,000 | +25.1% | 2,070 | +17.6% | 0.02% | +19.0% |
| SUB | Sell | ISHARES TRshrt nat mun etf | $345,000 | -4.7% | 3,296 | -2.3% | 0.02% | -7.7% |
| OIH | New | VANECK ETF TRUSToil services etf | $350,000 | – | 1,238 | +100.0% | 0.02% | – |
| FMHI | Buy | FIRST TR EXCH TRADED FD IIImuni hi incm etf | $346,000 | +30.6% | 6,751 | +42.8% | 0.02% | +26.3% |
| SNOW | Buy | SNOWFLAKE INCcl a | $345,000 | +28.3% | 1,505 | +89.5% | 0.02% | +26.3% |
| BABA | Sell | ALIBABA GROUP HLDG LTDsponsored ads | $348,000 | -42.8% | 3,198 | -37.5% | 0.02% | -44.2% |
| PNC | Buy | PNC FINL SVCS GROUP INC | $343,000 | -7.8% | 1,859 | +0.3% | 0.02% | -11.1% |
| AEPPZ | Sell | AMERICAN ELEC PWR CO INCunit 08/15/2025 | $339,000 | -5.6% | 6,071 | -11.1% | 0.02% | -7.7% |
| XSOE | Buy | WISDOMTREE TRem ex st-owned | $351,000 | -10.0% | 10,762 | +1.6% | 0.02% | -14.3% |
| MSI | Buy | MOTOROLA SOLUTIONS INC | $347,000 | -9.4% | 1,435 | +1.8% | 0.02% | -11.1% |
| CAF | Buy | MORGAN STANLEY CHINA A SH FD | $345,000 | -11.5% | 21,073 | +10.2% | 0.02% | -14.3% |
| ONEY | Sell | SPDR SER TRrussell yield | $349,000 | -9.8% | 3,436 | -10.9% | 0.02% | -14.3% |
| CMA | COMERICA INC | $347,000 | +4.2% | 3,832 | 0.0% | 0.02% | 0.0% | |
| QQQE | Buy | DIREXION SHS ETF TRnas100 eql wgt | $340,000 | -8.6% | 4,393 | +0.7% | 0.02% | -11.1% |
| PANW | Sell | PALO ALTO NETWORKS INC | $344,000 | -6.8% | 552 | -16.7% | 0.02% | -7.7% |
| ET | Buy | ENERGY TRANSFER L P | $350,000 | +53.5% | 31,291 | +13.0% | 0.02% | +50.0% |
| PCAR | New | PACCAR INC | $340,000 | – | 3,859 | +100.0% | 0.02% | – |
| ZS | New | ZSCALER INC | $328,000 | – | 1,359 | +100.0% | 0.02% | – |
| JOF | New | JAPAN SMALLER CAPITALIZATION | $333,000 | – | 46,495 | +100.0% | 0.02% | – |
| C | Buy | CITIGROUP INC | $335,000 | +8.8% | 6,281 | +23.2% | 0.02% | +4.5% |
| FLTR | New | VANECK ETF TRUSTinvestment grd | $334,000 | – | 13,290 | +100.0% | 0.02% | – |
| ROP | Sell | ROPER TECHNOLOGIES INC | $333,000 | -7.2% | 706 | -3.3% | 0.02% | -11.5% |
| PPL | Sell | PPL CORP | $327,000 | -8.1% | 11,462 | -3.1% | 0.02% | -8.0% |
| EMB | Sell | ISHARES TRjpmorgan usd emg | $331,000 | -32.2% | 3,383 | -24.4% | 0.02% | -34.3% |
| GSK | Sell | GLAXOSMITHKLINE PLCsponsored adr | $311,000 | -1.3% | 7,132 | -0.1% | 0.02% | -4.3% |
| STIP | Sell | ISHARES TR0-5 yr tips etf | $319,000 | -46.7% | 3,037 | -46.2% | 0.02% | -48.8% |
| VOX | Sell | VANGUARD WORLD FDS | $309,000 | -23.9% | 2,571 | -14.1% | 0.02% | -24.1% |
| DOCU | Sell | DOCUSIGN INC | $323,000 | -39.4% | 3,015 | -13.9% | 0.02% | -42.1% |
| IJK | Buy | ISHARES TRs&p mc 400gr etf | $314,000 | +4.3% | 4,059 | +15.0% | 0.02% | 0.0% |
| VONE | New | VANGUARD SCOTTSDALE FDSvng rus1000idx | $309,000 | – | 1,492 | +100.0% | 0.02% | – |
| JEMA | New | J P MORGAN EXCHANGE-TRADED Factivebldrs emer | $313,000 | – | 7,601 | +100.0% | 0.02% | – |
| ITB | New | ISHARES TRus home cons etf | $314,000 | – | 5,306 | +100.0% | 0.02% | – |
| CCL | Buy | CARNIVAL CORP | $297,000 | +9.2% | 14,677 | +8.5% | 0.02% | +10.5% |
| NUEM | Sell | NUSHARES ETF TRnuveen esg emrgn | $304,000 | -9.3% | 9,978 | -3.9% | 0.02% | -12.5% |
| CCIV | New | CHURCHILL CAPITAL CORP IVcl a | $304,000 | – | 11,954 | +100.0% | 0.02% | – |
| AGZ | Sell | ISHARES TRagency bond etf | $298,000 | -10.8% | 2,652 | -7.0% | 0.02% | -12.5% |
| MMC | Buy | MARSH & MCLENNAN COS INC | $298,000 | +39.3% | 1,746 | +41.7% | 0.02% | +40.0% |
| PJUN | Sell | INNOVATOR ETFS TRus eqty pwr buf | $306,000 | -22.1% | 9,510 | -22.1% | 0.02% | -25.0% |
| VWOB | Sell | VANGUARD WHITEHALL FDSemerg mkt bd etf | $306,000 | -10.3% | 4,382 | -0.1% | 0.02% | -12.5% |
| RIOT | Sell | RIOT BLOCKCHAIN INC | $295,000 | -23.8% | 13,937 | -19.6% | 0.02% | -25.0% |
| PGX | Sell | INVESCO EXCH TRADED FD TR IIpfd etf | $302,000 | -28.6% | 22,249 | -21.2% | 0.02% | -30.0% |
| GM | Buy | GENERAL MTRS CO | $305,000 | +25.5% | 6,976 | +68.3% | 0.02% | +23.5% |
| SYK | Sell | STRYKER CORPORATION | $297,000 | -1.0% | 1,110 | -0.9% | 0.02% | 0.0% |
| VMBS | Buy | VANGUARD SCOTTSDALE FDSmtg-bkd secs etf | $299,000 | +3.5% | 5,962 | +9.1% | 0.02% | 0.0% |
| ZM | Sell | ZOOM VIDEO COMMUNICATIONS INcl a | $297,000 | -41.3% | 2,530 | -8.0% | 0.02% | -41.7% |
| IQV | Sell | IQVIA HLDGS INC | $296,000 | -29.9% | 1,281 | -14.3% | 0.02% | -30.0% |
| BKLN | Sell | INVESCO EXCH TRADED FD TR IIsr ln etf | $297,000 | -6.9% | 13,654 | -5.4% | 0.02% | -8.7% |
| GWRS | Buy | GLOBAL WTR RES INC | $297,000 | +9.2% | 17,840 | +12.2% | 0.02% | +10.5% |
| NEM | New | NEWMONT CORP | $305,000 | – | 3,842 | +100.0% | 0.02% | – |
| HIL | Buy | HILL INTL INC | $302,000 | -12.0% | 185,018 | +5.3% | 0.02% | -16.0% |
| IGSB | Sell | ISHARES TR | $290,000 | -5.2% | 5,607 | -1.1% | 0.02% | -9.1% |
| ICE | Sell | INTERCONTINENTAL EXCHANGE IN | $284,000 | -15.2% | 2,150 | -12.2% | 0.02% | -16.7% |
| ARKW | Sell | ARK ETF TRnext gnrtn inter | $287,000 | -59.1% | 3,292 | -44.4% | 0.02% | -60.0% |
| REGN | Sell | REGENERON PHARMACEUTICALS | $294,000 | +3.9% | 421 | -6.2% | 0.02% | 0.0% |
| MRVL | New | MARVELL TECHNOLOGY GROUP LTDord | $282,000 | – | 3,938 | +100.0% | 0.02% | – |
| RBLX | Buy | ROBLOX CORPcl a | $294,000 | +44.1% | 6,365 | +221.1% | 0.02% | +33.3% |
| SMDV | Buy | PROSHARES TRruss 2000 divd | $291,000 | +24.4% | 4,506 | +29.0% | 0.02% | +17.6% |
| NEA | Sell | NUVEEN AMT FREE QLTY MUN INC | $287,000 | -38.0% | 21,854 | -26.4% | 0.02% | -39.4% |
| MIN | Buy | MFS INTER INCOME TRsh ben int | $288,000 | -4.0% | 91,516 | +9.5% | 0.02% | -4.8% |
| PSET | Buy | PRINCIPAL EXCHANGE-TRADED FDquality etf | $289,000 | -2.0% | 5,205 | +6.9% | 0.02% | -4.8% |
| EIM | Sell | EATON VANCE MUN BD FD | $282,000 | -37.7% | 24,485 | -26.6% | 0.02% | -37.5% |
| SCHC | New | SCHWAB STRATEGIC TRintl sceqt etf | $286,000 | – | 7,545 | +100.0% | 0.02% | – |
| RDVY | Sell | FIRST TR EXCHANGE-TRADED FDrisng divd achiv | $285,000 | -17.9% | 5,812 | -13.3% | 0.02% | -20.0% |
| AMLP | Buy | ALPS ETF TRalerian mlp | $281,000 | +17.6% | 7,346 | +0.4% | 0.02% | +17.6% |
| HL | Sell | HECLA MNG CO | $286,000 | +24.9% | 43,564 | -0.6% | 0.02% | +25.0% |
| UPST | New | UPSTART HLDGS INC | $286,000 | – | 2,626 | +100.0% | 0.02% | – |
| ARKQ | Buy | ARK ETF TRautnmus technlgy | $277,000 | -7.4% | 4,092 | +5.5% | 0.02% | -9.5% |
| IGEB | Buy | ISHARES TRinvestment grade | $269,000 | -5.9% | 5,535 | +2.0% | 0.02% | -5.0% |
| ESML | Sell | ISHARES TResg aware msci | $279,000 | -13.6% | 7,332 | -8.4% | 0.02% | -17.4% |
| ETV | Buy | EATON VANCE TAX-MANAGED BUY- | $276,000 | +33.3% | 17,667 | +42.8% | 0.02% | +26.7% |
| FXY | Buy | INVESCO CURRENCYSHARES JAPANjapanese yen | $268,000 | -5.3% | 3,481 | +0.3% | 0.02% | -5.0% |
| DEO | Buy | DIAGEO PLCspon adr new | $272,000 | -3.9% | 1,339 | +4.3% | 0.02% | -5.0% |
| MGP | Sell | MGM GROWTH PPTYS LLC | $274,000 | -6.2% | 7,084 | -1.0% | 0.02% | -9.5% |
| SYF | Sell | SYNCHRONY FINANCIAL | $269,000 | -39.8% | 7,734 | -19.8% | 0.02% | -40.6% |
| VBK | Buy | VANGUARD INDEX FDSsml cp grw etf | $270,000 | -5.3% | 1,087 | +7.3% | 0.02% | -5.0% |
| SPYV | Buy | SPDR SER TRprtflo s&p500 vl | $268,000 | +22.9% | 6,418 | +23.8% | 0.02% | +18.8% |
| MBWM | Sell | MERCANTILE BK CORP | $266,000 | -5.0% | 7,500 | -6.2% | 0.02% | -5.0% |
| PKI | Sell | PERKINELMER INC | $275,000 | -13.5% | 1,577 | -0.2% | 0.02% | -17.4% |
| MXI | Buy | ISHARES TRglobal mater etf | $270,000 | +9.3% | 2,869 | +5.1% | 0.02% | +5.6% |
| PDI | Sell | PIMCO DYNAMIC INCOME FD | $268,000 | -6.9% | 10,977 | -1.1% | 0.02% | -9.5% |
| BTI | Buy | BRITISH AMERN TOB PLCsponsored adr | $257,000 | +19.5% | 6,100 | +5.9% | 0.02% | +20.0% |
| PAYC | New | PAYCOM SOFTWARE INC | $263,000 | – | 760 | +100.0% | 0.02% | – |
| RY | Sell | ROYAL BK CDA | $253,000 | -5.9% | 2,290 | -9.5% | 0.02% | -5.3% |
| NAZ | Buy | NUVEEN ARIZONA QLTY MUN INC | $262,000 | +36.5% | 19,239 | +60.4% | 0.02% | +28.6% |
| FNDA | Buy | SCHWAB STRATEGIC TRschwab fdt us sc | $257,000 | -0.4% | 4,810 | +3.6% | 0.02% | 0.0% |
| ITA | New | ISHARES TRus aer def etf | $264,000 | – | 2,382 | +100.0% | 0.02% | – |
| ACWI | Buy | ISHARES TRmsci acwi etf | $260,000 | +17.6% | 2,604 | +24.4% | 0.02% | +12.5% |
| IWP | Buy | ISHARES TRrus md cp gr etf | $264,000 | -8.0% | 2,631 | +5.5% | 0.02% | -14.3% |
| DWAS | Buy | INVESCO EXCH TRADED FD TR IIdwa smlcp ment | $261,000 | +22.5% | 3,083 | +30.0% | 0.02% | +20.0% |
| TWLO | Sell | TWILIO INCcl a | $253,000 | -82.5% | 1,534 | -72.1% | 0.02% | -82.5% |
| XLG | Sell | INVESCO EXCHANGE TRADED FD Ts&p 500 top 50 | $260,000 | -97.7% | 741 | -97.6% | 0.02% | -97.8% |
| USO | New | UNITED STS OIL FD LPunits | $257,000 | – | 3,461 | +100.0% | 0.02% | – |
| QCLN | Sell | FIRST TR EXCHANGE-TRADED FDnas clnedg green | $264,000 | -5.7% | 4,079 | -1.0% | 0.02% | -10.0% |
| CSQ | Buy | CALAMOS STRATEGIC TOTAL RETU | $255,000 | +19.2% | 14,524 | +31.2% | 0.02% | +20.0% |
| AIG | New | AMERICAN INTL GROUP INC | $256,000 | – | 4,079 | +100.0% | 0.02% | – |
| ASML | Sell | ASML HOLDING N V | $265,000 | -19.0% | 396 | -3.4% | 0.02% | -21.7% |
| PFG | Sell | PRINCIPAL FINANCIAL GROUP IN | $261,000 | -1.9% | 3,555 | -3.3% | 0.02% | -5.3% |
| STLA | Buy | STELLANTIS N.V | $239,000 | +8.6% | 14,674 | +25.0% | 0.02% | +6.2% |
| IDV | New | ISHARES TRintl sel div etf | $239,000 | – | 7,524 | +100.0% | 0.02% | – |
| NXPI | Sell | NXP SEMICONDUCTORS N V | $246,000 | -45.7% | 1,328 | -33.2% | 0.02% | -46.9% |
| DVA | Sell | DAVITA INC | $244,000 | -1.6% | 2,156 | -1.1% | 0.02% | -5.6% |
| MPLX | Sell | MPLX LP | $244,000 | 0.0% | 7,346 | -10.9% | 0.02% | 0.0% |
| VLUE | New | ISHARES TRmsci usa value | $240,000 | – | 2,291 | +100.0% | 0.02% | – |
| TMUS | Sell | T-MOBILE US INC | $245,000 | -76.1% | 1,908 | -78.4% | 0.02% | -76.7% |
| SCZ | Buy | ISHARES TReafe sml cp etf | $241,000 | -4.7% | 3,634 | +4.9% | 0.02% | -5.6% |
| ISDX | Sell | INVESCO EXCH TRD SLF IDX FDrafi strg us etf | $249,000 | -1.6% | 8,271 | -1.0% | 0.02% | -5.6% |
| JLL | Sell | JONES LANG LASALLE INC | $239,000 | -34.5% | 1,000 | -26.3% | 0.02% | -34.6% |
| EVR | Buy | EVERCORE INCclass a | $238,000 | -17.1% | 2,140 | +1.2% | 0.02% | -19.0% |
| SMH | New | VANECK ETF TRUSTsemiconductr etf | $245,000 | – | 908 | +100.0% | 0.02% | – |
| JPEM | Sell | J P MORGAN EXCHANGE-TRADED Fdiv rtn em eqt | $241,000 | -14.8% | 4,333 | -13.0% | 0.02% | -15.0% |
| LCR | LEUTHOLD FDS INCcore etf | $240,000 | -2.8% | 7,810 | 0.0% | 0.02% | -5.6% | |
| CINF | Sell | CINCINNATI FINL CORP | $238,000 | +16.7% | 1,750 | -2.2% | 0.02% | +13.3% |
| FUMB | Buy | FIRST TR EXCH TRADED FD IIIultra sht dur mu | $249,000 | +9.2% | 12,455 | +10.2% | 0.02% | +6.2% |
| TIPZ | New | PIMCO ETF TRbroad us tips | $229,000 | – | 3,612 | +100.0% | 0.02% | – |
| FIS | Buy | FIDELITY NATL INFORMATION SV | $226,000 | -7.0% | 2,251 | +1.1% | 0.02% | -5.9% |
| OXY | New | OCCIDENTAL PETE CORP | $228,000 | – | 4,010 | +100.0% | 0.02% | – |
| MILN | Sell | GLOBAL X FDSmillennial consu | $223,000 | -26.6% | 6,112 | -14.5% | 0.02% | -27.3% |
| JMUB | J P MORGAN EXCHANGE-TRADED Fmunicipal etf | $230,000 | -6.1% | 4,475 | 0.0% | 0.02% | -11.1% | |
| FNDX | Sell | SCHWAB STRATEGIC TRschwab fdt us lg | $223,000 | -0.4% | 3,818 | -0.2% | 0.02% | 0.0% |
| RWK | Sell | INVESCO EXCH TRADED FD TR IIs&p mdcp 400 rev | $234,000 | -11.0% | 2,538 | -8.5% | 0.02% | -15.8% |
| DLTR | Sell | DOLLAR TREE INC | $236,000 | -78.1% | 1,476 | -80.8% | 0.02% | -79.2% |
| AFL | New | AFLAC INC | $232,000 | – | 3,596 | +100.0% | 0.02% | – |
| SLVO | Sell | CREDIT SUISSE AG NASSAU BRHx link silver | $225,000 | 0.0% | 43,250 | -2.3% | 0.02% | 0.0% |
| SWKH | Buy | SWK HLDGS CORP | $236,000 | -5.6% | 14,002 | +10.0% | 0.02% | -11.1% |
| STWD | Buy | STARWOOD PPTY TR INC | $233,000 | 0.0% | 9,639 | +0.6% | 0.02% | -5.9% |
| HYD | Buy | VANECK ETF TRUSThigh yld munietf | $232,000 | -3.7% | 4,042 | +4.6% | 0.02% | -5.9% |
| TEL | New | TE CONNECTIVITY LTD | $233,000 | – | 1,781 | +100.0% | 0.02% | – |
| ROK | Sell | ROCKWELL AUTOMATION INC | $235,000 | -25.2% | 840 | -6.6% | 0.02% | -27.3% |
| SCCO | New | SOUTHERN COPPER CORP | $233,000 | – | 3,067 | +100.0% | 0.02% | – |
| NVO | Sell | NOVO-NORDISK A Sadr | $224,000 | -18.8% | 2,015 | -18.1% | 0.02% | -20.0% |
| WPM | Buy | WHEATON PRECIOUS METALS CORP | $234,000 | +13.6% | 4,911 | +2.5% | 0.02% | +6.7% |
| BRX | Buy | BRIXMOR PPTY GROUP INC | $232,000 | +6.9% | 8,978 | +4.9% | 0.02% | 0.0% |
| CHPT | New | CHARGEPOINT HOLDINGS INC | $236,000 | – | 11,891 | +100.0% | 0.02% | – |
| IUSS | Sell | INVESCO EXCH TRD SLF IDX FDrafi strg us sml | $226,000 | -9.2% | 6,004 | -4.6% | 0.02% | -11.1% |
| MAXR | New | MAXAR TECHNOLOGIES INC | $227,000 | – | 5,763 | +100.0% | 0.02% | – |
| PIE | Sell | INVESCO EXCH TRADED FD TR IIdwa emerg mkts | $210,000 | -14.6% | 8,974 | -6.0% | 0.02% | -16.7% |
| IJJ | New | ISHARES TRs&p mc 400vl etf | $219,000 | – | 2,001 | +100.0% | 0.02% | – |
| LUV | Sell | SOUTHWEST AIRLS CO | $219,000 | -1.8% | 4,775 | -8.1% | 0.02% | -6.2% |
| GNRC | Sell | GENERAC HLDGS INC | $221,000 | -30.5% | 743 | -17.8% | 0.02% | -34.8% |
| FMB | Sell | FIRST TR EXCH TRADED FD IIImanagd mun etf | $216,000 | -11.8% | 4,077 | -5.3% | 0.02% | -16.7% |
| SPMO | INVESCO EXCH TRADED FD TR IIs&p 500 momntm | $209,000 | -5.0% | 3,410 | 0.0% | 0.02% | -6.2% | |
| FAM | Buy | FIRST TR / ABERDEEN GLOBAL O | $215,000 | -12.6% | 28,729 | +12.1% | 0.02% | -16.7% |
| VT | Sell | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $217,000 | -12.1% | 2,138 | -6.8% | 0.02% | -16.7% |
| XLB | Sell | SELECT SECTOR SPDR TRsbi materials | $216,000 | -11.5% | 2,452 | -9.0% | 0.02% | -11.8% |
| MCR | Sell | MFS CHARTER INCOME TRsh ben int | $212,000 | -15.5% | 28,881 | -2.0% | 0.02% | -16.7% |
| CFG | New | CITIZENS FINL GROUP INC | $221,000 | – | 4,873 | +100.0% | 0.02% | – |
| ONEV | New | SPDR SER TRrussell low vol | $215,000 | – | 1,964 | +100.0% | 0.02% | – |
| MDY | Sell | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $220,000 | -8.3% | 449 | -3.2% | 0.02% | -11.8% |
| CDNS | Sell | CADENCE DESIGN SYSTEM INC | $218,000 | -80.3% | 1,324 | -77.7% | 0.02% | -81.0% |
| MRNA | Sell | MODERNA INC | $209,000 | -35.1% | 1,215 | -4.0% | 0.02% | -34.8% |
| NUV | New | NUVEEN MUN VALUE FD INC | $222,000 | – | 23,204 | +100.0% | 0.02% | – |
| STPZ | New | PIMCO ETF TR1-5 us tip idx | $212,000 | – | 3,883 | +100.0% | 0.02% | – |
| PEG | New | PUBLIC SVC ENTERPRISE GRP IN | $216,000 | – | 3,088 | +100.0% | 0.02% | – |
| CLX | Buy | CLOROX CO DEL | $207,000 | -19.8% | 1,488 | +0.4% | 0.01% | -22.2% |
| SAM | Sell | BOSTON BEER INCcl a | $206,000 | -35.4% | 529 | -16.2% | 0.01% | -39.1% |
| NAC | Sell | NUVEEN CA QUALTY MUN INCOME | $206,000 | -36.2% | 15,688 | -24.1% | 0.01% | -39.1% |
| WDC | Buy | WESTERN DIGITAL CORP. | $203,000 | -14.3% | 4,097 | +12.7% | 0.01% | -17.6% |
| UJUN | Sell | INNOVATOR ETFS TRus eqt ultra bf | $203,000 | -31.9% | 6,900 | -32.0% | 0.01% | -33.3% |
| DAL | Sell | DELTA AIR LINES INC DEL | $205,000 | -8.9% | 5,188 | -9.7% | 0.01% | -12.5% |
| EFAV | Sell | ISHARES TRmsci eafe min vl | $200,000 | -14.2% | 2,776 | -8.4% | 0.01% | -17.6% |
| CMI | Sell | CUMMINS INC | $201,000 | -24.7% | 979 | -20.1% | 0.01% | -26.3% |
| CRSP | Sell | CRISPR THERAPEUTICS AGnamen akt | $207,000 | -31.0% | 3,292 | -16.8% | 0.01% | -33.3% |
| SQQQ | New | PROSHARES TRultrapro sht qqq | $205,000 | – | 6,100 | +100.0% | 0.01% | – |
| PFEB | INNOVATOR ETFS TRus eqty pwr buf | $208,000 | 0.0% | 7,105 | 0.0% | 0.01% | -6.7% | |
| BCE | Sell | BCE INC | $208,000 | +0.5% | 3,747 | -5.6% | 0.01% | -6.7% |
| TWTR | Buy | TWITTER INC | $203,000 | -8.6% | 5,249 | +2.4% | 0.01% | -12.5% |
| FPEI | New | FIRST TR EXCH TRADED FD IIIinstl pfd secs | $195,000 | – | 10,050 | +100.0% | 0.01% | – |
| MYI | Sell | BLACKROCK MUNIYIELD QUALITY | $199,000 | -40.4% | 15,870 | -29.6% | 0.01% | -41.7% |
| IXN | New | ISHARES TRglobal tech etf | $204,000 | – | 3,516 | +100.0% | 0.01% | – |
| LUB | Buy | LUBYS INC | $188,000 | -7.4% | 82,415 | +16.1% | 0.01% | -13.3% |
| FUBO | New | FUBOTV INC | $188,000 | – | 28,560 | +100.0% | 0.01% | – |
| BKT | Buy | BLACKROCK INCOME TR INC | $181,000 | +12.4% | 35,226 | +23.6% | 0.01% | +8.3% |
| PGF | New | INVESCO EXCHANGE TRADED FD Tfinl pfd etf | $173,000 | – | 10,237 | +100.0% | 0.01% | – |
| PLBY | Buy | PLBY GROUP INC | $170,000 | -39.3% | 13,000 | +23.8% | 0.01% | -40.0% |
| SPE | Sell | SPECIAL OPPORTUNITIES FD INC | $163,000 | -5.8% | 10,885 | -2.7% | 0.01% | -8.3% |
| RSI | RUSH STREET INTERACTIVE INC | $145,000 | -55.9% | 19,943 | 0.0% | 0.01% | -58.3% | |
| EVN | Buy | EATON VANCE MUNI INCOME TRUSsh ben int | $147,000 | +2.8% | 12,385 | +19.7% | 0.01% | 0.0% |
| PRTS | Buy | CARPARTS COM INC | $149,000 | -9.7% | 22,238 | +50.8% | 0.01% | -16.7% |
| SBI | WESTERN ASSET INTER MUNI FD | $131,000 | -10.9% | 15,240 | 0.0% | 0.01% | -18.2% | |
| PMO | PUTNAM MUN OPPORTUNITIES TRsh ben int | $130,000 | -18.8% | 11,142 | 0.0% | 0.01% | -18.2% | |
| SWZ | Buy | SWISS HELVETIA FD INC | $131,000 | +4.0% | 14,257 | +12.2% | 0.01% | 0.0% |
| STNE | New | STONECO LTD | $132,000 | – | 11,245 | +100.0% | 0.01% | – |
| LUMN | New | LUMEN TECHNOLOGIES INC | $127,000 | – | 11,257 | +100.0% | 0.01% | – |
| PSP | New | INVESCO EXCHANGE TRADED FD Tgbl listed pvt | $130,000 | – | 10,053 | +100.0% | 0.01% | – |
| RSSS | Buy | RESEARCH SOLUTIONS INC | $125,000 | +3.3% | 58,625 | +18.8% | 0.01% | 0.0% |
| VUZI | VUZIX CORP | $112,000 | -24.3% | 17,039 | 0.0% | 0.01% | -27.3% | |
| CIK | Buy | CREDIT SUISSE ASSET MGMT INC | $111,000 | 0.0% | 36,344 | +12.5% | 0.01% | 0.0% |
| OCGN | Buy | OCUGEN INC | $103,000 | +60.9% | 31,230 | +122.6% | 0.01% | +40.0% |
| PCT | New | PURECYCLE TECHNOLOGIES INC | $94,000 | – | 11,700 | +100.0% | 0.01% | – |
| SPCE | New | VIRGIN GALACTIC HOLDINGS INC | $106,000 | – | 10,700 | +100.0% | 0.01% | – |
| DSM | Buy | BNY MELLON STRATEGIC MUN BD | $103,000 | -1.0% | 14,506 | +16.0% | 0.01% | 0.0% |
| PMM | PUTNAM MANAGED MUN INCOME TR | $89,000 | -19.8% | 12,636 | 0.0% | 0.01% | -25.0% | |
| YEXT | Sell | YEXT INC | $82,000 | -30.5% | 11,873 | -0.3% | 0.01% | -25.0% |
| HIO | Sell | WESTERN ASSET HIGH INCOME OP | $75,000 | -22.7% | 16,767 | -10.5% | 0.01% | -28.6% |
| FAII | New | FORTRESS VALUE ACQUISITION I | $51,000 | – | 27,000 | +100.0% | 0.00% | – |
| MMT | New | MFS MULTIMARKET INCOME TRsh ben int | $64,000 | – | 12,079 | +100.0% | 0.00% | – |
| RIGL | RIGEL PHARMACEUTICALS INC | $64,000 | +14.3% | 21,300 | 0.0% | 0.00% | 0.0% | |
| XLK | New | SELECT SECTOR SPDR TRput | $40,000 | – | 10,000 | +100.0% | 0.00% | – |
| DKNG | New | DRAFTKINGS INCcall | $42,000 | – | 11,500 | +100.0% | 0.00% | – |
| MTNB | Buy | MATINAS BIOPHARMA HLDGS INC | $24,000 | -7.7% | 30,090 | +16.1% | 0.00% | 0.0% |
| BOSC | BOS BETTER ONLINE SOLUTIONS | $30,000 | +3.4% | 10,000 | 0.0% | 0.00% | 0.0% | |
| GALT | GALECTIN THERAPEUTICS INC | $16,000 | -23.8% | 10,000 | 0.0% | 0.00% | -50.0% | |
| XFOR | New | X4 PHARMACEUTICALS INC | $18,000 | – | 10,000 | +100.0% | 0.00% | – |
| DIA | New | SPDR DOW JONES INDL AVERAGEcall | $10,000 | – | 10,000 | +100.0% | 0.00% | – |
| VERB | VERB TECHNOLOGY CO INC | $10,000 | -23.1% | 10,601 | 0.0% | 0.00% | 0.0% | |
| CHEK | CHECK CAP LTD | $4,000 | -42.9% | 10,000 | 0.0% | 0.00% | -100.0% | |
| ATIP | Exit | ATI PHYSICAL THERAPY INC | $0 | – | -30,000 | -100.0% | -0.01% | – |
| QSI | Exit | QUANTUM SI INC | $0 | – | -11,650 | -100.0% | -0.01% | – |
| CX | Exit | CEMEX SAB DE CVspon adr new | $0 | – | -14,086 | -100.0% | -0.01% | – |
| JFR | Exit | NUVEEN FLOATING RATE INCOME | $0 | – | -14,479 | -100.0% | -0.01% | – |
| UVXY | Exit | PROSHARES TR IIultra vix short | $0 | – | -13,200 | -100.0% | -0.01% | – |
| EDOC | Exit | GLOBAL X FDStelmdc&dig etf | $0 | – | -10,666 | -100.0% | -0.01% | – |
| XSLV | Exit | INVESCO EXCH TRADED FD TR IIs&p smlcp low | $0 | – | -3,847 | -100.0% | -0.01% | – |
| MARA | Exit | MARATHON DIGITAL HOLDINGS IN | $0 | – | -6,569 | -100.0% | -0.02% | – |
| SCHZ | Exit | SCHWAB STRATEGIC TRus aggregate b | $0 | – | -3,865 | -100.0% | -0.02% | – |
| NTES | Exit | NETEASE INCsponsored ads | $0 | – | -2,042 | -100.0% | -0.02% | – |
| DFAT | Exit | DIMENSIONAL ETF TRUSTus targeted vlu | $0 | – | -4,522 | -100.0% | -0.02% | – |
| WFH | Exit | DIREXION SHS ETF TRwork from home | $0 | – | -2,876 | -100.0% | -0.02% | – |
| PDN | Exit | INVESCO EXCH TRADED FD TR IIftse rafi sml | $0 | – | -5,563 | -100.0% | -0.02% | – |
| ICLR | Exit | ICON PLC | $0 | – | -654 | -100.0% | -0.02% | – |
| AZN | Exit | ASTRAZENECA PLCsponsored adr | $0 | – | -3,554 | -100.0% | -0.02% | – |
| SSO | Exit | PROSHARES TR | $0 | – | -1,395 | -100.0% | -0.02% | – |
| Exit | RIVIAN AUTOMOTIVE INC | $0 | – | -2,011 | -100.0% | -0.02% | – | |
| VNLA | Exit | JANUS DETROIT STR TRhendrsn shrt etf | $0 | – | -4,635 | -100.0% | -0.02% | – |
| MCHP | Exit | MICROCHIP TECHNOLOGY INC. | $0 | – | -2,487 | -100.0% | -0.02% | – |
| VXX | Exit | BARCLAYS BANK PLCipth sr b s&p | $0 | – | -12,209 | -100.0% | -0.02% | – |
| IDLV | Exit | INVESCO EXCH TRADED FD TR IIs&p intl low | $0 | – | -6,997 | -100.0% | -0.02% | – |
| JNK | Exit | SPDR SER TRbloomberg high y | $0 | – | -2,034 | -100.0% | -0.02% | – |
| CRL | Exit | CHARLES RIV LABS INTL INC | $0 | – | -581 | -100.0% | -0.02% | – |
| MRVL | Exit | MARVELL TECHNOLOGY INC | $0 | – | -2,648 | -100.0% | -0.02% | – |
| KNX | Exit | KNIGHT-SWIFT TRANSN HLDGS INcl a | $0 | – | -3,804 | -100.0% | -0.02% | – |
| SKIN | Exit | THE BEAUTY HEALTH COMPANY | $0 | – | -10,000 | -100.0% | -0.02% | – |
| PENN | Exit | PENN NATL GAMING INC | $0 | – | -4,579 | -100.0% | -0.02% | – |
| CLOU | Exit | GLOBAL X FDS | $0 | – | -9,744 | -100.0% | -0.02% | – |
| FEMB | Exit | FIRST TR EXCH TRADED FD IIIeme mrk bd etf | $0 | – | -7,982 | -100.0% | -0.02% | – |
| IJT | Exit | ISHARES TRs&p sml 600 gwt | $0 | – | -1,855 | -100.0% | -0.02% | – |
| CARR | Exit | CARRIER GLOBAL CORPORATION | $0 | – | -4,964 | -100.0% | -0.02% | – |
| AXON | Exit | AXON ENTERPRISE INC | $0 | – | -1,756 | -100.0% | -0.02% | – |
| MSTR | Exit | MICROSTRATEGY INCcl a new | $0 | – | -506 | -100.0% | -0.02% | – |
| U | Exit | UNITY SOFTWARE INC | $0 | – | -1,949 | -100.0% | -0.02% | – |
| WYNN | Exit | WYNN RESORTS LTD | $0 | – | -3,218 | -100.0% | -0.02% | – |
| IJS | Exit | ISHARES TRsp smcp600vl etf | $0 | – | -2,638 | -100.0% | -0.02% | – |
| PSCH | Exit | INVESCO EXCH TRADED FD TR IIs&p smlcp helt | $0 | – | -1,560 | -100.0% | -0.02% | – |
| CGC | Exit | CANOPY GROWTH CORP | $0 | – | -32,477 | -100.0% | -0.02% | – |
| OKTA | Exit | OKTA INCcl a | $0 | – | -1,379 | -100.0% | -0.02% | – |
| INFO | Exit | IHS MARKIT LTD | $0 | – | -2,420 | -100.0% | -0.02% | – |
| DHI | Exit | D R HORTON INC | $0 | – | -2,921 | -100.0% | -0.02% | – |
| PLCE | Exit | CHILDRENS PL INC NEW | $0 | – | -4,244 | -100.0% | -0.02% | – |
| SKYY | Exit | FIRST TR EXCHANGE TRADED FD | $0 | – | -3,265 | -100.0% | -0.02% | – |
| WDAY | Exit | WORKDAY INCcl a | $0 | – | -1,206 | -100.0% | -0.02% | – |
| CMBS | Exit | ISHARES TRcmbs etf | $0 | – | -6,304 | -100.0% | -0.02% | – |
| EBIZ | Exit | GLOBAL X FDS | $0 | – | -12,880 | -100.0% | -0.02% | – |
| XLC | Exit | SELECT SECTOR SPDR TR | $0 | – | -4,604 | -100.0% | -0.03% | – |
| TER | Exit | TERADYNE INC | $0 | – | -2,293 | -100.0% | -0.03% | – |
| VXF | Exit | VANGUARD INDEX FDSextend mkt etf | $0 | – | -2,298 | -100.0% | -0.03% | – |
| ABNB | Exit | AIRBNB INC | $0 | – | -2,528 | -100.0% | -0.03% | – |
| ECL | Exit | ECOLAB INC | $0 | – | -1,838 | -100.0% | -0.03% | – |
| DD | Exit | DUPONT DE NEMOURS INC | $0 | – | -5,319 | -100.0% | -0.03% | – |
| SPHD | Exit | INVESCO EXCH TRADED FD TR IIs&p500 hdl vol | $0 | – | -9,698 | -100.0% | -0.03% | – |
| BBSA | Exit | J P MORGAN EXCHANGE-TRADED Fbetabldrs 1-5yr | $0 | – | -8,960 | -100.0% | -0.03% | – |
| USFD | Exit | US FOODS HLDG CORP | $0 | – | -12,979 | -100.0% | -0.03% | – |
| SPLG | Exit | SPDR SER TRportfolio s&p500 | $0 | – | -8,216 | -100.0% | -0.03% | – |
| ICF | Exit | ISHARES TRcohen steer reit | $0 | – | -6,171 | -100.0% | -0.03% | – |
| XMLV | Exit | INVESCO EXCH TRADED FD TR IIs&p midcp low | $0 | – | -8,160 | -100.0% | -0.03% | – |
| UAA | Exit | UNDER ARMOUR INCcl a | $0 | – | -22,928 | -100.0% | -0.04% | – |
| FLYT | Exit | DIREXION SHS ETF TRflight to saft | $0 | – | -9,885 | -100.0% | -0.04% | – |
| ETSY | Exit | ETSY INC | $0 | – | -2,333 | -100.0% | -0.04% | – |
| FMBI | Exit | FIRST MIDWEST BANCORP DEL | $0 | – | -25,600 | -100.0% | -0.04% | – |
| Exit | DIMENSIONAL ETF TRUSTinternatnal val | $0 | – | -16,355 | -100.0% | -0.04% | – | |
| PATH | Exit | UIPATH INCcl a | $0 | – | -12,883 | -100.0% | -0.04% | – |
| NET | Exit | CLOUDFLARE INC | $0 | – | -4,296 | -100.0% | -0.04% | – |
| FDN | Exit | FIRST TR EXCHANGE-TRADED FDdj internt idx | $0 | – | -2,596 | -100.0% | -0.04% | – |
| Exit | LUCID GROUP INC | $0 | – | -16,286 | -100.0% | -0.04% | – | |
| ROKU | Exit | ROKU INC | $0 | – | -2,762 | -100.0% | -0.04% | – |
| RCL | Exit | ROYAL CARIBBEAN GROUP | $0 | – | -8,239 | -100.0% | -0.04% | – |
| Exit | GENERAL ELECTRIC CO | $0 | – | -6,769 | -100.0% | -0.05% | – | |
| NGG | Exit | NATIONAL GRID PLCsponsored adr ne | $0 | – | -9,370 | -100.0% | -0.05% | – |
| BUD | Exit | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $0 | – | -11,011 | -100.0% | -0.05% | – |
| EXPE | Exit | EXPEDIA GROUP INC | $0 | – | -4,054 | -100.0% | -0.05% | – |
| AFRM | Exit | AFFIRM HLDGS INC | $0 | – | -8,778 | -100.0% | -0.06% | – |
| UAL | Exit | UNITED AIRLS HLDGS INC | $0 | – | -20,320 | -100.0% | -0.06% | – |
| IAU | Exit | ISHARES GOLD TRishares new | $0 | – | -30,487 | -100.0% | -0.08% | – |
| JETS | Exit | ETF SER SOLUTIONSus glb jets | $0 | – | -54,818 | -100.0% | -0.08% | – |
| PAVE | Exit | GLOBAL X FDSus infr dev etf | $0 | – | -47,303 | -100.0% | -0.10% | – |
| COIN | Exit | COINBASE GLOBAL INC | $0 | – | -5,969 | -100.0% | -0.11% | – |
| Exit | DIMENSIONAL ETF TRUSTworld ex us core | $0 | – | -70,026 | -100.0% | -0.13% | – | |
| RWM | Exit | PROSHARES TRshrt russell2000 | $0 | – | -123,475 | -100.0% | -0.18% | – |
| DFAS | Exit | DIMENSIONAL ETF TRUSTus small cap etf | $0 | – | -44,368 | -100.0% | -0.19% | – |
| DOG | Exit | PROSHARES TR | $0 | – | -84,736 | -100.0% | -0.19% | – |
| SPD | Exit | SIMPLIFY EXCHANGE TRADED FUNus eqt pls dwnsd | $0 | – | -82,880 | -100.0% | -0.20% | – |
| TDIV | Exit | FIRST TR EXCHANGE-TRADED FDnasd tech div | $0 | – | -44,836 | -100.0% | -0.20% | – |
| ZIP | Exit | ZIPRECRUITER INCcl a | $0 | – | -139,438 | -100.0% | -0.25% | – |
| DFUS | Exit | DIMENSIONAL ETF TRUSTus equity etf | $0 | – | -94,030 | -100.0% | -0.35% | – |
| TAIL | Exit | CAMBRIA ETF TRtail risk | $0 | – | -308,499 | -100.0% | -0.39% | – |
| DFAC | Exit | DIMENSIONAL ETF TRUSTus core equity 2 | $0 | – | -276,027 | -100.0% | -0.57% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-04-11
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 40 | Q3 2023 | 4.2% |
| VERIZON COMMUNICATIONS INC | 40 | Q3 2023 | 2.6% |
| BERKSHIRE HATHAWAY INC DEL | 40 | Q3 2023 | 1.0% |
| CHEVRON CORP NEW | 40 | Q3 2023 | 1.4% |
| ALTRIA GROUP INC | 40 | Q3 2023 | 1.3% |
| VISA INC | 40 | Q3 2023 | 1.1% |
| COSTCO WHSL CORP NEW | 40 | Q3 2023 | 1.0% |
| JOHNSON & JOHNSON | 40 | Q3 2023 | 1.0% |
| COCA COLA CO | 40 | Q3 2023 | 1.1% |
| EXXON MOBIL CORP | 40 | Q3 2023 | 1.6% |
View Dynamic Advisor Solutions LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-12 |
| 13F-HR | 2024-01-10 |
| SC 13G/A | 2023-11-30 |
| SC 13G/A | 2023-11-29 |
| 13F-HR | 2023-10-11 |
| 13F-HR | 2023-08-03 |
| 13F-HR | 2023-04-11 |
| 13F-HR | 2023-01-13 |
| 13F-HR | 2022-10-20 |
| 13F-HR | 2022-07-27 |
View Dynamic Advisor Solutions 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.