$85.3 Billion is the total value of B. Riley Wealth Management, Inc.'s 756 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 43.9% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BIL | New | SPDR SER TRbloomberg 1-3 mo | $16,111,350,000 | – | 180,670 | +100.0% | 18.84% | – |
| SH | New | PROSHARES TRshort s&p 500 ne | $13,909,876,000 | – | 853,812 | +100.0% | 16.27% | – |
| PDBC | Buy | INVESCO ACTVELY MNGD ETC FDoptimum yield | $12,963,687,000 | +228899.9% | 1,066,171 | +232.2% | 15.16% | +3377.5% |
| VTIP | Buy | VANGUARD MALVERN FDSstrm infproidx | $11,102,108,000 | +672347.5% | 325,946 | +910.9% | 12.98% | +10124.4% |
| GLD | Buy | SPDR GOLD TR | $7,163,187,000 | +121351.1% | 86,066 | +163.6% | 8.38% | +1745.4% |
| SHY | Buy | ISHARES TR1 3 yr treas bd | $6,883,531,000 | +1691185.3% | 89,655 | +1735.3% | 8.05% | +25871.0% |
| MSFT | Buy | MICROSOFT CORP | $1,328,442,000 | +3750.0% | 122,672 | +9.6% | 1.55% | -41.5% |
| AAPL | Buy | APPLE INC | $965,025,000 | +1603.7% | 394,033 | +21.5% | 1.13% | -74.1% |
| JNJ | Buy | JOHNSON & JOHNSON | $842,826,000 | +9612.2% | 55,341 | +13.0% | 0.99% | +47.4% |
| RIV | New | RIVERNORTH OPPORTUNITIES FD | $721,909,000 | – | 186,008 | +100.0% | 0.84% | – |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $516,898,000 | +7628.7% | 20,136 | +6.3% | 0.60% | +17.5% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $444,666,000 | +4919.9% | 3,481 | +9.7% | 0.52% | -23.8% |
| ITA | Buy | ISHARES TRus aer def etf | $431,176,000 | +55824.3% | 17,086 | +145.4% | 0.50% | +754.2% |
| MOAT | New | VANECK ETF TRUSTmrngstr wde moat | $415,175,000 | – | 15,106 | +100.0% | 0.49% | – |
| INFL | New | LISTED FD TRhorizon kinetics | $406,970,000 | – | 14,260 | +100.0% | 0.48% | – |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO | $392,483,000 | +4563.5% | 97,506 | -15.4% | 0.46% | -29.2% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $376,966,000 | +1882.4% | 6,146 | -10.1% | 0.44% | -69.9% |
| VOD | New | VODAFONE GROUP PLC NEWsponsored adr | $331,925,000 | – | 28,844 | +100.0% | 0.39% | – |
| LEN | New | LENNAR CORPcl a | $324,622,000 | – | 4,600 | +100.0% | 0.38% | – |
| HQH | Buy | TEKLA HEALTHCARE INVSsh ben int | $324,108,000 | +92502.3% | 64,775 | +284.5% | 0.38% | +1303.7% |
| CSCO | Buy | CISCO SYS INC | $317,723,000 | +10199.0% | 60,181 | +8.8% | 0.37% | +56.3% |
| PG | Buy | PROCTER AND GAMBLE CO | $298,742,000 | +5395.6% | 43,267 | +21.6% | 0.35% | -16.7% |
| MGA | New | MAGNA INTL INC | $297,468,000 | – | 5,787 | +100.0% | 0.35% | – |
| FDX | Buy | FEDEX CORP | $294,877,000 | +20166.5% | 7,973 | +26.8% | 0.34% | +208.0% |
| LBTYK | New | LIBERTY GLOBAL PLC | $292,744,000 | – | 13,583 | +100.0% | 0.34% | – |
| C | Buy | CITIGROUP INC | $291,399,000 | +35875.2% | 29,444 | +94.1% | 0.34% | +450.0% |
| GM | Buy | GENERAL MTRS CO | $291,905,000 | +122549.2% | 18,141 | +233.8% | 0.34% | +1794.4% |
| JPM | Sell | JPMORGAN CHASE & CO | $275,323,000 | +7612.1% | 44,328 | -78.3% | 0.32% | +17.1% |
| LUMN | New | LUMEN TECHNOLOGIES INC | $254,662,000 | – | 27,385 | +100.0% | 0.30% | – |
| ORCL | Buy | ORACLE CORP | $254,188,000 | +30974.3% | 17,448 | +76.4% | 0.30% | +371.4% |
| BX | Buy | BLACKSTONE INC | $209,723,000 | +26247.1% | 17,232 | +174.7% | 0.24% | +301.6% |
| CVX | Buy | CHEVRON CORP NEW | $193,629,000 | +2631.0% | 57,683 | +32.5% | 0.23% | -58.6% |
| DIS | Buy | DISNEY WALT CO | $186,112,000 | +4240.3% | 31,464 | +0.7% | 0.22% | -33.9% |
| NVO | Buy | NOVO-NORDISK A Sadr | $181,066,000 | +43113.8% | 5,866 | +55.6% | 0.21% | +562.5% |
| AMGN | Buy | AMGEN INC | $180,815,000 | +6380.8% | 15,967 | +38.4% | 0.21% | -1.9% |
| New | BRISTOL-MYERS SQUIBB CO | $179,214,000 | – | 38,260 | +100.0% | 0.21% | – | |
| RTX | Buy | RAYTHEON TECHNOLOGIES CORP | $172,935,000 | +16738.9% | 29,112 | +180.8% | 0.20% | +155.7% |
| New | COMPOSECURE INC | $156,000,000 | – | 30,000 | +100.0% | 0.18% | – | |
| WMT | Sell | WALMART INC | $143,158,000 | +1952.2% | 39,614 | -15.4% | 0.17% | -68.9% |
| HD | Sell | HOME DEPOT INC | $136,651,000 | +539.6% | 51,683 | -27.6% | 0.16% | -90.3% |
| USO | Sell | UNITED STS OIL FD LPunits | $135,314,000 | +20527.1% | 4,741 | -46.4% | 0.16% | +209.8% |
| UL | Buy | UNILEVER PLCspon adr new | $127,880,000 | +44302.8% | 10,103 | +59.9% | 0.15% | +581.8% |
| CG | New | CARLYLE GROUP INC | $126,700,000 | – | 8,894 | +100.0% | 0.15% | – |
| NKE | Sell | NIKE INCcl b | $122,398,000 | +1731.8% | 37,791 | -23.9% | 0.14% | -72.2% |
| BOND | Buy | PIMCO ETF TRactive bd etf | $117,988,000 | +921.9% | 120,837 | +6.5% | 0.14% | -84.5% |
| UNG | New | UNITED STS NAT GAS FD LPunit par | $116,707,000 | – | 6,369 | +100.0% | 0.14% | – |
| GD | Buy | GENERAL DYNAMICS CORP | $115,109,000 | +42219.5% | 3,782 | +235.6% | 0.14% | +542.9% |
| MDT | Buy | MEDTRONIC PLC | $112,666,000 | +15207.9% | 8,579 | +29.4% | 0.13% | +131.6% |
| MCHI | New | ISHARES TRmsci china etf | $112,281,000 | – | 2,187 | +100.0% | 0.13% | – |
| HYS | Buy | PIMCO ETF TR0-5 high yield | $110,987,000 | +13435.0% | 8,909 | +4.5% | 0.13% | +106.3% |
| CWB | Buy | SPDR SER TRbbg conv sec etf | $106,123,000 | +692.6% | 189,249 | +8.8% | 0.12% | -88.0% |
| RFMZ | New | RIVERNORTH FLEXIBLE MUNI INC | $104,938,000 | – | 15,249 | +100.0% | 0.12% | – |
| SBUX | Sell | STARBUCKS CORP | $101,171,000 | +2829.9% | 15,717 | -58.6% | 0.12% | -55.6% |
| IFF | New | INTERNATIONAL FLAVORS&FRAGRA | $100,852,000 | – | 1,484 | +100.0% | 0.12% | – |
| ADBE | Sell | ADOBE SYSTEMS INCORPORATED | $99,623,000 | +2441.4% | 5,416 | -37.0% | 0.12% | -61.3% |
| ACN | Buy | ACCENTURE PLC IRELAND | $99,565,000 | +7833.5% | 4,954 | +33.1% | 0.12% | +19.6% |
| CHRW | New | C H ROBINSON WORLDWIDE INC | $95,290,000 | – | 960 | +100.0% | 0.11% | – |
| F | Buy | FORD MTR CO DEL | $91,847,000 | +2324.7% | 260,192 | +16.1% | 0.11% | -63.4% |
| New | THE ARENA GROUP HOLDINGS INC | $90,000,000 | – | 10,000 | +100.0% | 0.10% | – | |
| HRZN | New | HORIZON TECHNOLOGY FIN CORP | $88,638,000 | – | 8,354 | +100.0% | 0.10% | – |
| V | Sell | VISA INC | $87,233,000 | +632.9% | 45,451 | -15.3% | 0.10% | -88.9% |
| BDX | Buy | BECTON DICKINSON & CO | $82,613,000 | +29091.9% | 3,435 | +223.1% | 0.10% | +340.9% |
| CTSH | New | COGNIZANT TECHNOLOGY SOLUTIOcl a | $80,744,000 | – | 2,545 | +100.0% | 0.09% | – |
| DBC | New | INVESCO DB COMMDY INDX TRCKunit | $76,868,000 | – | 5,323 | +100.0% | 0.09% | – |
| BIIB | New | BIOGEN INC | $70,632,000 | – | 681 | +100.0% | 0.08% | – |
| USAC | New | USA COMPRESSION PARTNERS LP | $62,705,000 | – | 4,050 | +100.0% | 0.07% | – |
| TM | New | TOYOTA MOTOR CORPads | $57,928,000 | – | 789 | +100.0% | 0.07% | – |
| ASPU | New | ASPEN GROUP INC | $57,134,000 | – | 58,300 | +100.0% | 0.07% | – |
| New | JOURNEY MED CORP | $56,100,000 | – | 15,000 | +100.0% | 0.07% | – | |
| INTC | Buy | INTEL CORP | $56,375,000 | +3377.8% | 65,661 | +100.8% | 0.07% | -47.2% |
| GDL | New | GDL FD | $53,239,000 | – | 46,718 | +100.0% | 0.06% | – |
| VUG | Buy | VANGUARD INDEX FDSgrowth etf | $48,161,000 | +4.5% | 201,091 | +25.5% | 0.06% | -98.4% |
| NG | New | NOVAGOLD RES INC | $48,100,000 | – | 10,000 | +100.0% | 0.06% | – |
| XOM | Buy | EXXON MOBIL CORP | $47,248,000 | +432.7% | 117,145 | +9.1% | 0.06% | -91.9% |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $43,341,000 | +4.4% | 328,636 | +16.9% | 0.05% | -98.4% |
| ABT | Buy | ABBOTT LABS | $43,335,000 | +2365.0% | 24,764 | +66.8% | 0.05% | -62.2% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $42,456,000 | +104.1% | 47,606 | +3.4% | 0.05% | -96.9% |
| GES | New | GUESS INC | $42,625,000 | – | 2,500 | +100.0% | 0.05% | – |
| UNH | Sell | UNITEDHEALTH GROUP INC | $40,472,000 | +285.2% | 17,857 | -13.3% | 0.05% | -94.2% |
| SMSI | New | SMITH MICRO SOFTWARE INC | $38,807,000 | – | 19,904 | +100.0% | 0.04% | – |
| COST | Sell | COSTCO WHSL CORP NEW | $38,094,000 | +220.1% | 14,548 | -29.6% | 0.04% | -95.1% |
| TSLA | Buy | TESLA INC | $37,991,000 | +705.6% | 6,465 | +47.7% | 0.04% | -87.9% |
| OTRK | New | ONTRAK INC | $36,082,000 | – | 73,950 | +100.0% | 0.04% | – |
| BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $34,618,000 | +8799.2% | 4,820 | +34.9% | 0.04% | +33.3% |
| AZO | Buy | AUTOZONE INC | $34,324,000 | +3367.1% | 986 | +103.7% | 0.04% | -47.4% |
| MCD | Buy | MCDONALDS CORP | $32,087,000 | +2027.8% | 7,038 | +15.4% | 0.04% | -67.2% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $31,582,000 | +247.2% | 191,729 | +3.4% | 0.04% | -94.7% |
| VOO | Buy | VANGUARD INDEX FDS | $30,534,000 | +496.4% | 14,100 | +14.3% | 0.04% | -90.9% |
| NVDA | Buy | NVIDIA CORPORATION | $31,098,000 | +168.9% | 55,295 | +30.5% | 0.04% | -96.0% |
| WM | Sell | WASTE MGMT INC DEL | $31,078,000 | +500.7% | 26,328 | -19.3% | 0.04% | -91.0% |
| AMZN | Buy | AMAZON COM INC | $30,072,000 | -30.0% | 283,141 | +2049.2% | 0.04% | -98.9% |
| FSM | New | FORTUNA SILVER MINES INC | $28,400,000 | – | 10,000 | +100.0% | 0.03% | – |
| MMM | Buy | 3M CO | $28,405,000 | +1252.6% | 22,692 | +60.8% | 0.03% | -79.6% |
| PEP | Sell | PEPSICO INC | $25,904,000 | +276.8% | 37,550 | -8.6% | 0.03% | -94.3% |
| MA | Sell | MASTERCARD INCORPORATEDcl a | $24,410,000 | +194.7% | 13,438 | -42.0% | 0.03% | -95.5% |
| MET | New | METLIFE INC | $24,983,000 | – | 2,278 | +100.0% | 0.03% | – |
| HUN | New | HUNTSMAN CORP | $24,334,000 | – | 2,207 | +100.0% | 0.03% | – |
| QQQ | Sell | INVESCO QQQ TRunit ser 1 | $23,482,000 | +68.2% | 37,828 | -1.8% | 0.03% | -97.5% |
| LOW | Buy | LOWES COS INC | $23,216,000 | +991.0% | 12,037 | +14.4% | 0.03% | -83.5% |
| EMR | Buy | EMERSON ELEC CO | $21,826,000 | +7127.2% | 8,670 | +181.5% | 0.03% | +13.0% |
| GS | Buy | GOLDMAN SACHS GROUP INC | $22,393,000 | +1457.2% | 4,462 | +2.4% | 0.03% | -76.6% |
| TGT | Sell | TARGET CORP | $22,137,000 | +384.8% | 10,797 | -49.8% | 0.03% | -92.6% |
| IWD | Buy | ISHARES TRrus 1000 val etf | $21,132,000 | +3849.9% | 3,909 | +21.2% | 0.02% | -39.0% |
| VCSH | Buy | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $20,965,000 | +16.7% | 274,915 | +19.4% | 0.02% | -98.2% |
| BAC | Buy | BK OF AMERICA CORP | $21,040,000 | +1066.3% | 49,500 | +13.1% | 0.02% | -82.0% |
| FB | Sell | META PLATFORMS INCcl a | $21,643,000 | +150.1% | 36,321 | -6.7% | 0.02% | -96.3% |
| CAT | Buy | CATERPILLAR INC | $21,167,000 | +2444.1% | 5,524 | +47.9% | 0.02% | -60.9% |
| T | Buy | AT&T INC | $21,157,000 | +626.0% | 169,225 | +37.2% | 0.02% | -88.8% |
| DKS | New | DICKS SPORTING GOODS INC | $20,734,000 | – | 375 | +100.0% | 0.02% | – |
| HYZD | Buy | WISDOMTREE TRhedged hi yld bd | $18,541,000 | -7.5% | 931,698 | +1.9% | 0.02% | -98.6% |
| BLK | Buy | BLACKROCK INC | $18,109,000 | +3987.8% | 763 | +31.6% | 0.02% | -38.2% |
| EPD | Buy | ENTERPRISE PRODS PARTNERS L | $16,722,000 | +40.7% | 686,175 | +49.1% | 0.02% | -97.8% |
| AMD | Buy | ADVANCED MICRO DEVICES INC | $16,934,000 | +1090.9% | 22,651 | +74.2% | 0.02% | -81.8% |
| SHOP | Buy | SHOPIFY INCcl a | $16,666,000 | +754.2% | 33,980 | +1077.0% | 0.02% | -87.3% |
| MRK | Sell | MERCK & CO INC | $14,118,000 | +52.3% | 95,809 | -15.2% | 0.02% | -97.6% |
| CSM | Buy | PROSHARES TRlarge cap cre | $14,932,000 | -3.8% | 334,753 | +16.1% | 0.02% | -98.6% |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC | $12,984,000 | -31.4% | 23,900 | -25.5% | 0.02% | -99.0% |
| ABBV | Sell | ABBVIE INC | $12,453,000 | -12.7% | 81,306 | -25.3% | 0.02% | -98.6% |
| SRNE | New | SORRENTO THERAPEUTICS INC | $11,363,000 | – | 13,745 | +100.0% | 0.01% | – |
| EFG | Buy | ISHARES TReafe grwth etf | $11,180,000 | +0.5% | 138,904 | +20.2% | 0.01% | -98.5% |
| AMT | Sell | AMERICAN TOWER CORP NEW | $10,388,000 | -30.1% | 40,645 | -31.3% | 0.01% | -99.0% |
| IWP | Buy | ISHARES TRrus md cp gr etf | $10,095,000 | -4.7% | 127,432 | +20.9% | 0.01% | -98.5% |
| PFE | Sell | PFIZER INC | $9,247,000 | -5.3% | 176,362 | -6.5% | 0.01% | -98.5% |
| UNP | Sell | UNION PAC CORP | $8,484,000 | +39.0% | 20,832 | -6.8% | 0.01% | -97.9% |
| MNA | Buy | INDEXIQ ETF TRiq mrgr arb etf | $8,752,000 | +4.9% | 282,692 | +8.2% | 0.01% | -98.4% |
| MINT | Buy | PIMCO ETF TRenhan shrt ma ac | $7,651,000 | +28.2% | 77,196 | +29.5% | 0.01% | -98.0% |
| HON | Sell | HONEYWELL INTL INC | $7,407,000 | -34.3% | 42,616 | -26.5% | 0.01% | -99.0% |
| FTSM | Sell | FIRST TR EXCHANGE-TRADED FDfirst tr enh new | $7,807,000 | -12.8% | 131,478 | -12.6% | 0.01% | -98.7% |
| IWN | Sell | ISHARES TRrus 2000 val etf | $8,075,000 | +3264.6% | 1,365 | -8.1% | 0.01% | -50.0% |
| VBK | Buy | VANGUARD INDEX FDSsml cp grw etf | $8,042,000 | -0.9% | 40,819 | +24.9% | 0.01% | -98.6% |
| VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $7,196,000 | +37.8% | 78,976 | +63.9% | 0.01% | -98.0% |
| OIH | Buy | VANECK ETF TRUSToil services etf | $6,767,000 | +2291.2% | 29,094 | +2800.7% | 0.01% | -63.6% |
| OKTA | Buy | OKTA INCcl a | $7,069,000 | +1985.3% | 2,269 | +1.2% | 0.01% | -69.2% |
| EFA | Buy | ISHARES TRmsci eafe etf | $7,094,000 | +1.7% | 113,520 | +19.8% | 0.01% | -98.5% |
| MUB | New | ISHARES TRnational mun etf | $5,898,000 | – | 1,506 | +100.0% | 0.01% | – |
| JEPI | Buy | J P MORGAN EXCHANGE TRADED Fequity premium | $5,614,000 | +37.8% | 101,237 | +52.6% | 0.01% | -97.8% |
| CCI | Sell | CROWN CASTLE INTL CORP NEW | $5,689,000 | -45.9% | 33,786 | -40.7% | 0.01% | -99.1% |
| NEE | Sell | NEXTERA ENERGY INC | $5,708,000 | -40.0% | 73,692 | -34.4% | 0.01% | -99.0% |
| IWR | Buy | ISHARES TRrus mid cap etf | $6,057,000 | -0.4% | 93,672 | +20.2% | 0.01% | -98.5% |
| DUK | Sell | DUKE ENERGY CORP NEW | $5,089,000 | -36.6% | 47,468 | -34.0% | 0.01% | -99.0% |
| ITW | Buy | ILLINOIS TOOL WKS INC | $5,472,000 | +401.6% | 9,001 | +72.7% | 0.01% | -92.9% |
| OEF | New | ISHARES TRs&p 100 etf | $5,520,000 | – | 32,006 | +100.0% | 0.01% | – |
| FVD | Buy | FIRST TR VALUE LINE DIVID IN | $4,742,000 | +22.1% | 122,181 | +33.0% | 0.01% | -98.0% |
| IHI | Buy | ISHARES TRu.s. med dvc etf | $4,903,000 | +28.2% | 97,209 | +55.0% | 0.01% | -98.0% |
| VB | Buy | VANGUARD INDEX FDSsmall cp etf | $5,377,000 | -4.6% | 30,533 | +15.1% | 0.01% | -98.6% |
| GOOD | Sell | GLADSTONE COMMERCIAL CORP | $4,746,000 | -57.1% | 251,924 | -49.9% | 0.01% | -99.3% |
| VO | Buy | VANGUARD INDEX FDSmid cap etf | $4,022,000 | -7.0% | 20,417 | +12.3% | 0.01% | -98.5% |
| VEA | Buy | VANGUARD TAX-MANAGED INTL FDvan ftse dev mkt | $4,065,000 | +659.8% | 99,638 | +794.9% | 0.01% | -87.8% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $4,070,000 | +438.4% | 97,708 | +496.0% | 0.01% | -91.4% |
| KO | Buy | COCA COLA CO | $4,373,000 | +59.0% | 69,518 | +56.7% | 0.01% | -97.6% |
| DIA | Buy | SPDR DOW JONES INDL AVERAGEut ser 1 | $4,616,000 | -1.2% | 14,995 | +11.3% | 0.01% | -98.6% |
| RSP | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $4,325,000 | -6.2% | 32,221 | +10.2% | 0.01% | -98.6% |
| IEMG | Buy | ISHARES INCcore msci emkt | $4,667,000 | -3.5% | 95,137 | +9.3% | 0.01% | -98.7% |
| ICSH | Buy | ISHARES TRblackrock ultra | $3,998,000 | +85.4% | 79,904 | +85.8% | 0.01% | -97.0% |
| ET | Sell | ENERGY TRANSFER L P | $3,857,000 | -11.7% | 386,477 | -1.0% | 0.01% | -98.5% |
| JPST | Buy | J P MORGAN EXCHANGE TRADED Fultra shrt inc | $4,562,000 | +164.6% | 91,073 | +165.6% | 0.01% | -96.2% |
| FPE | Sell | FIRST TR EXCH TRADED FD IIIpfd secs inc etf | $4,176,000 | -21.6% | 242,391 | -13.5% | 0.01% | -98.8% |
| LLY | Sell | LILLY ELI & CO | $3,894,000 | -10.0% | 12,009 | -20.5% | 0.01% | -98.5% |
| MAR | Buy | MARRIOTT INTL INC NEWcl a | $4,311,000 | +576.8% | 5,721 | +57.8% | 0.01% | -89.8% |
| LMT | Buy | LOCKHEED MARTIN CORP | $4,415,000 | +16.7% | 10,268 | +19.8% | 0.01% | -98.3% |
| VCR | New | VANGUARD WORLD FDSconsum dis etf | $3,004,000 | – | 218 | +100.0% | 0.00% | – |
| SIMO | New | SILICON MOTION TECHNOLOGY COsponsored adr | $3,192,000 | – | 2,177 | +100.0% | 0.00% | – |
| IVV | Buy | ISHARES TRcore s&p500 etf | $3,550,000 | -15.6% | 9,364 | +1.0% | 0.00% | -98.8% |
| CMCT | New | CREATIVE MEDIA & CMNTY TR | $3,264,000 | – | 1,240 | +100.0% | 0.00% | – |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $3,296,000 | +16.4% | 17,472 | +40.5% | 0.00% | -98.2% |
| UTI | New | UNIVERSAL TECHNICAL INST INC | $3,128,000 | – | 1,179 | +100.0% | 0.00% | – |
| VIS | New | VANGUARD WORLD FDSindustrial etf | $3,477,000 | – | 308 | +100.0% | 0.00% | – |
| Buy | RUNWAY GROWTH FINANCE CORP | $3,070,000 | +1341.3% | 15,691 | +0.0% | 0.00% | -75.0% | |
| QCOM | Buy | QUALCOMM INC | $3,192,000 | +309.2% | 11,247 | +120.4% | 0.00% | -93.3% |
| WELL | Sell | WELLTOWER INC | $3,046,000 | -51.0% | 36,985 | -42.8% | 0.00% | -99.2% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $3,190,000 | +134.2% | 22,593 | +115.7% | 0.00% | -96.2% |
| MMP | Sell | MAGELLAN MIDSTREAM PRTNRS LP | $3,846,000 | -31.4% | 80,520 | -29.5% | 0.00% | -99.1% |
| GSAT | GLOBALSTAR INC | $3,641,000 | +19063.2% | 12,995 | 0.0% | 0.00% | +300.0% | |
| New | WARNER BROS DISCOVERY INC | $3,146,000 | – | 32,634 | +100.0% | 0.00% | – | |
| AVGO | Buy | BROADCOM INC | $3,437,000 | -16.8% | 7,076 | +7.8% | 0.00% | -98.7% |
| LMBS | Sell | FIRST TR EXCHANGE-TRADED FDfst low oppt eft | $3,736,000 | -20.9% | 77,342 | -19.9% | 0.00% | -98.9% |
| WMB | Buy | WILLIAMS COS INC | $3,077,000 | +557.5% | 98,583 | +604.5% | 0.00% | -88.9% |
| VAW | New | VANGUARD WORLD FDSmaterials etf | $3,768,000 | – | 1,544 | +100.0% | 0.00% | – |
| CVS | Sell | CVS HEALTH CORP | $2,638,000 | -59.5% | 28,467 | -55.8% | 0.00% | -99.4% |
| ROP | Sell | ROPER TECHNOLOGIES INC | $2,248,000 | -17.3% | 5,696 | -1.0% | 0.00% | -98.6% |
| TGH | New | TEXTAINER GROUP HOLDINGS LTD | $2,499,000 | – | 246 | +100.0% | 0.00% | – |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $2,158,000 | +6.9% | 11,824 | +25.7% | 0.00% | -98.1% |
| IWS | Buy | ISHARES TRrus mdcp val etf | $2,389,000 | -2.7% | 23,523 | +14.6% | 0.00% | -98.4% |
| LIT | Buy | GLOBAL X FDSlithium btry etf | $2,332,000 | -4.8% | 32,118 | +1.0% | 0.00% | -98.4% |
| EVRI | New | EVERI HLDGS INC | $2,614,000 | – | 431 | +100.0% | 0.00% | – |
| BA | Sell | BOEING CO | $2,329,000 | -59.6% | 17,036 | -43.4% | 0.00% | -99.3% |
| CRM | Sell | SALESFORCE INC | $2,176,000 | -31.4% | 13,187 | -11.7% | 0.00% | -98.8% |
| PHYS | Buy | SPROTT PHYSICAL GOLD TRunit | $2,363,000 | -6.3% | 166,661 | +1.6% | 0.00% | -98.5% |
| CSX | Sell | CSX CORP | $2,722,000 | -48.5% | 93,682 | -33.6% | 0.00% | -99.3% |
| RSG | Sell | REPUBLIC SVCS INC | $2,957,000 | -1.5% | 22,597 | -0.2% | 0.00% | -98.7% |
| DHX | New | DHI GROUP INC | $2,808,000 | – | 1,519 | +100.0% | 0.00% | – |
| DWM | Buy | WISDOMTREE TRintl equity fd | $2,170,000 | +0.3% | 47,757 | +16.4% | 0.00% | -98.2% |
| VCTR | New | VICTORY CAP HLDGS INC | $2,269,000 | – | 254 | +100.0% | 0.00% | – |
| SYY | Buy | SYSCO CORP | $2,939,000 | +27.2% | 34,694 | +22.6% | 0.00% | -98.3% |
| MPLX | Buy | MPLX LP | $2,809,000 | +260.1% | 96,358 | +310.1% | 0.00% | -95.0% |
| XLK | Sell | SELECT SECTOR SPDR TRtechnology | $2,628,000 | -24.0% | 20,676 | -4.9% | 0.00% | -98.9% |
| ENB | Sell | ENBRIDGE INC | $2,368,000 | -45.3% | 56,023 | -40.4% | 0.00% | -99.1% |
| NOC | Buy | NORTHROP GRUMMAN CORP | $2,482,000 | +70.5% | 5,186 | +59.2% | 0.00% | -97.3% |
| J | Sell | JACOBS ENGR GROUP INC | $2,168,000 | -14.2% | 17,053 | -7.0% | 0.00% | -98.5% |
| ALLO | New | ALLOGENE THERAPEUTICS INC | $2,695,000 | – | 636 | +100.0% | 0.00% | – |
| VBR | Sell | VANGUARD INDEX FDSsm cp val etf | $2,575,000 | -16.5% | 17,186 | -1.9% | 0.00% | -98.7% |
| AAXJ | New | ISHARES TRmsci ac asia etf | $2,976,000 | – | 43 | +100.0% | 0.00% | – |
| FRG | New | FRANCHISE GROUP INC | $2,445,000 | – | 6,773 | +100.0% | 0.00% | – |
| ALTG | Buy | ALTA EQUIPMENT GROUP INC | $2,169,000 | +1247.2% | 14,056 | +7.6% | 0.00% | -75.0% |
| XLE | Buy | SELECT SECTOR SPDR TRenergy | $2,492,000 | +22.0% | 34,853 | +30.4% | 0.00% | -98.1% |
| XLF | Sell | SELECT SECTOR SPDR TRfinancial | $2,239,000 | -24.6% | 71,181 | -8.2% | 0.00% | -98.7% |
| CSQ | Sell | CALAMOS STRATEGIC TOTAL RETU | $2,055,000 | -46.5% | 156,730 | -28.5% | 0.00% | -99.3% |
| HPF | Sell | HANCOCK JOHN PFD INCOME FD I | $1,608,000 | -19.6% | 89,452 | -14.9% | 0.00% | -98.7% |
| USDP | Buy | USD PARTNERS LP | $1,839,000 | +200.5% | 353,747 | +248.0% | 0.00% | -95.7% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $1,478,000 | -9.9% | 15,997 | +5.2% | 0.00% | -98.4% |
| MLM | Sell | MARTIN MARIETTA MATLS INC | $1,711,000 | -42.6% | 5,717 | -26.2% | 0.00% | -99.1% |
| VIG | Sell | VANGUARD SPECIALIZED FUNDSdiv app etf | $2,042,000 | -27.5% | 14,234 | -18.0% | 0.00% | -99.1% |
| SPYD | Buy | SPDR SER TRprtflo s&p500 hi | $2,067,000 | -4.3% | 51,787 | +5.3% | 0.00% | -98.8% |
| DVN | New | DEVON ENERGY CORP NEW | $1,317,000 | – | 23,890 | +100.0% | 0.00% | – |
| IWY | Buy | ISHARES TRrus tp200 gr etf | $1,296,000 | -20.2% | 10,351 | +1.2% | 0.00% | -98.4% |
| MDY | Sell | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $1,711,000 | -19.7% | 4,139 | -4.7% | 0.00% | -98.8% |
| BHK | Sell | BLACKROCK CORE BD TR | $1,975,000 | -58.8% | 174,451 | -52.6% | 0.00% | -99.5% |
| DHC | New | DIVERSIFIED HEALTHCARE TR | $1,829,000 | – | 5,822 | +100.0% | 0.00% | – |
| DG | Buy | DOLLAR GEN CORP NEW | $1,351,000 | +85.6% | 5,503 | +68.2% | 0.00% | -96.4% |
| ISTB | Sell | ISHARES TRcore 1 5 yr usd | $1,291,000 | -12.9% | 27,237 | -11.0% | 0.00% | -98.2% |
| D | Sell | DOMINION ENERGY INC | $1,846,000 | -22.7% | 23,134 | -17.7% | 0.00% | -98.9% |
| DHR | Sell | DANAHER CORPORATION | $1,470,000 | -21.5% | 5,798 | -9.2% | 0.00% | -98.6% |
| DOW | Buy | DOW INC | $2,036,000 | +90.5% | 39,450 | +135.1% | 0.00% | -97.6% |
| RMBL | New | RUMBLEON INC | $1,349,000 | – | 10,768 | +100.0% | 0.00% | – |
| AWK | Sell | AMERICAN WTR WKS CO INC NEW | $1,614,000 | -53.5% | 10,848 | -48.3% | 0.00% | -99.3% |
| SLQD | Sell | ISHARES TR0-5yr invt gr cp | $1,649,000 | -19.9% | 34,020 | -18.4% | 0.00% | -98.7% |
| XLV | Buy | SELECT SECTOR SPDR TRsbi healthcare | $1,540,000 | +13.2% | 12,012 | +20.9% | 0.00% | -98.1% |
| CUBI | New | CUSTOMERS BANCORP INC | $1,664,000 | – | 132 | +100.0% | 0.00% | – |
| XLY | Sell | SELECT SECTOR SPDR TRsbi cons discr | $1,571,000 | -44.8% | 11,424 | -25.8% | 0.00% | -99.1% |
| Buy | ENVIVA INC | $1,546,000 | +327.1% | 27,015 | +490.0% | 0.00% | -92.9% | |
| PDI | Buy | PIMCO DYNAMIC INCOME FD | $2,095,000 | +3.2% | 100,400 | +20.5% | 0.00% | -98.7% |
| VGT | Buy | VANGUARD WORLD FDSinf tech etf | $1,551,000 | +5.3% | 4,751 | +34.3% | 0.00% | -98.2% |
| XLI | Sell | SELECT SECTOR SPDR TRsbi int-inds | $1,590,000 | -28.0% | 18,210 | -15.0% | 0.00% | -98.8% |
| VTHR | New | VANGUARD SCOTTSDALE FDSvng rus3000idx | $2,040,000 | – | 12,069 | +100.0% | 0.00% | – |
| ONEQ | Sell | FIDELITY COMWLTH TR | $1,563,000 | -77.9% | 36,230 | -71.6% | 0.00% | -99.6% |
| APH | Sell | AMPHENOL CORP NEWcl a | $1,831,000 | -14.7% | 28,447 | -0.1% | 0.00% | -98.8% |
| FNI | New | FIRST TR EXCHANGE TRADED FDchindia etf | $1,716,000 | – | 240 | +100.0% | 0.00% | – |
| PSX | Buy | PHILLIPS 66 | $1,590,000 | +5.5% | 19,395 | +11.2% | 0.00% | -98.3% |
| COP | Buy | CONOCOPHILLIPS | $1,411,000 | +6.7% | 15,711 | +18.8% | 0.00% | -98.0% |
| SHW | Sell | SHERWIN WILLIAMS CO | $1,592,000 | -29.6% | 7,108 | -21.5% | 0.00% | -98.9% |
| CMCSA | Buy | COMCAST CORP NEWcl a | $1,699,000 | -8.8% | 43,305 | +8.9% | 0.00% | -98.6% |
| PYPL | Sell | PAYPAL HLDGS INC | $1,464,000 | -63.7% | 20,969 | -39.8% | 0.00% | -99.4% |
| HYLS | Sell | FIRST TR EXCHANGE-TRADED FDfirst tr ta hiyl | $1,686,000 | -27.6% | 43,056 | -15.4% | 0.00% | -98.9% |
| RDVY | Sell | FIRST TR EXCHANGE-TRADED FDrisng divd achiv | $1,685,000 | -69.7% | 41,171 | -63.8% | 0.00% | -99.5% |
| FV | Sell | FIRST TR EXCHANGE-TRADED FDdorsey wrt 5 etf | $1,807,000 | -18.5% | 43,633 | -9.0% | 0.00% | -98.8% |
| KMB | Buy | KIMBERLY-CLARK CORP | $1,345,000 | +66.9% | 9,949 | +52.1% | 0.00% | -96.8% |
| VHT | Buy | VANGUARD WORLD FDShealth car etf | $1,575,000 | -0.3% | 6,688 | +7.7% | 0.00% | -98.4% |
| SO | Buy | SOUTHERN CO | $1,592,000 | +112.8% | 22,329 | +116.3% | 0.00% | -96.6% |
| KMI | Buy | KINDER MORGAN INC DEL | $1,501,000 | +306.8% | 89,539 | +358.3% | 0.00% | -92.9% |
| FPEI | Buy | FIRST TR EXCH TRADED FD IIIinstl pfd secs | $1,585,000 | -7.6% | 89,448 | +1.1% | 0.00% | -98.5% |
| ORLY | Buy | OREILLY AUTOMOTIVE INC | $1,753,000 | -7.1% | 2,774 | +0.7% | 0.00% | -98.6% |
| STAR | New | ISTAR INC | $1,840,000 | – | 361 | +100.0% | 0.00% | – |
| SYK | Buy | STRYKER CORPORATION | $1,612,000 | -23.4% | 8,102 | +2.9% | 0.00% | -98.8% |
| FOCT | FIRST TR EXCHNG TRADED FD VIvest us eqty buf | $1,364,000 | -9.8% | 43,221 | 0.0% | 0.00% | -98.3% | |
| LFMD | Sell | LIFEMD INC | $1,737,000 | +1312.2% | 2,289 | -93.4% | 0.00% | -77.8% |
| LPTH | New | LIGHTPATH TECHNOLOGIES INC | $1,725,000 | – | 3,765 | +100.0% | 0.00% | – |
| FMAY | Buy | FIRST TR EXCHNG TRADED FD VIcboe vest us buf | $1,905,000 | +130.9% | 55,430 | +155.6% | 0.00% | -96.9% |
| DNOV | Buy | FIRST TR EXCHNG TRADED FD VIcboe eqt dep nov | $1,824,000 | +0.3% | 56,321 | +7.4% | 0.00% | -98.6% |
| PFF | Buy | ISHARES TRpfd and incm sec | $1,654,000 | +18.0% | 50,307 | +30.7% | 0.00% | -98.1% |
| TXN | Buy | TEXAS INSTRS INC | $1,587,000 | -7.1% | 10,328 | +10.9% | 0.00% | -98.5% |
| DEED | Sell | FIRST TR EXCHNG TRADED FD VItcw securitized | $2,109,000 | -12.7% | 92,790 | -7.3% | 0.00% | -98.9% |
| ARWR | New | ARROWHEAD PHARMACEUTICALS IN | $1,859,000 | – | 840 | +100.0% | 0.00% | – |
| FAPR | Buy | FIRST TR EXCHNG TRADED FD VIcboe vest us eqt | $1,432,000 | +104.0% | 50,450 | +132.5% | 0.00% | -96.3% |
| ETN | Buy | EATON CORP PLC | $1,619,000 | +59.2% | 12,850 | +91.8% | 0.00% | -97.4% |
| TIP | Buy | ISHARES TRtips bd etf | $2,064,000 | -7.8% | 18,117 | +0.8% | 0.00% | -98.8% |
| FTSL | Buy | FIRST TR EXCHANGE-TRADED FDsenior ln fd | $911,000 | +0.9% | 20,660 | +7.6% | 0.00% | -98.6% |
| AMLP | Sell | ALPS ETF TRalerian mlp | $1,069,000 | -36.8% | 31,031 | -29.8% | 0.00% | -99.2% |
| ARKK | Buy | ARK ETF TRinnovation etf | $634,000 | -32.3% | 15,898 | +12.5% | 0.00% | -98.6% |
| ASO | Buy | ACADEMY SPORTS & OUTDOORS IN | $539,000 | +121.8% | 15,165 | +146.0% | 0.00% | -94.7% |
| APD | Buy | AIR PRODS & CHEMS INC | $445,000 | +53.4% | 1,852 | +59.8% | 0.00% | -95.5% |
| MO | Buy | ALTRIA GROUP INC | $883,000 | +48.9% | 21,137 | +86.3% | 0.00% | -97.8% |
| AEP | New | AMERICAN ELEC PWR CO INC | $491,000 | – | 5,117 | +100.0% | 0.00% | – |
| AXP | Buy | AMERICAN EXPRESS CO | $550,000 | -14.5% | 3,970 | +15.4% | 0.00% | -98.0% |
| AMP | Buy | AMERIPRISE FINL INC | $700,000 | -20.7% | 2,943 | +0.1% | 0.00% | -98.5% |
| ADI | New | ANALOG DEVICES INC | $783,000 | – | 5,357 | +100.0% | 0.00% | – |
| AMAT | Buy | APPLIED MATLS INC | $799,000 | -21.4% | 8,788 | +14.0% | 0.00% | -98.7% |
| ARCC | Buy | ARES CAPITAL CORP | $1,084,000 | +57.8% | 60,433 | +84.2% | 0.00% | -98.1% |
| ASPN | New | ASPEN AEROGELS INC | $727,000 | – | 1,694 | +100.0% | 0.00% | – |
| ADP | Buy | AUTOMATIC DATA PROCESSING IN | $550,000 | +79.2% | 2,618 | +94.1% | 0.00% | -95.8% |
| AXON | Sell | AXON ENTERPRISE INC | $587,000 | -38.7% | 6,303 | -9.3% | 0.00% | -98.6% |
| BCE | Sell | BCE INC | $865,000 | -46.8% | 17,591 | -40.0% | 0.00% | -99.2% |
| BP | Buy | BP PLCsponsored adr | $479,000 | +104.7% | 16,906 | +112.1% | 0.00% | -94.4% |
| BTI | Sell | BRITISH AMERN TOB PLCsponsored adr | $457,000 | -9.9% | 10,651 | -11.4% | 0.00% | -97.4% |
| COF | Buy | CAPITAL ONE FINL CORP | $534,000 | -15.2% | 5,130 | +6.9% | 0.00% | -98.0% |
| CARR | Buy | CARRIER GLOBAL CORPORATION | $843,000 | +88.2% | 23,643 | +142.3% | 0.00% | -97.1% |
| ED | Buy | CONSOLIDATED EDISON INC | $515,000 | +12.0% | 5,413 | +11.4% | 0.00% | -97.1% |
| STZ | Sell | CONSTELLATION BRANDS INCcl a | $503,000 | -57.0% | 2,158 | -57.5% | 0.00% | -98.9% |
| SLVO | Buy | CREDIT SUISSE AG NASSAU BRHx link silver | $776,000 | +124.3% | 186,475 | +180.4% | 0.00% | -96.3% |
| CRWD | Buy | CROWDSTRIKE HLDGS INCcl a | $1,005,000 | +7.4% | 5,962 | +44.6% | 0.00% | -98.6% |
| CMI | Sell | CUMMINS INC | $444,000 | -24.7% | 2,295 | -20.3% | 0.00% | -97.8% |
| CRIS | New | CURIS INC | $661,000 | – | 1,806 | +100.0% | 0.00% | – |
| DE | Sell | DEERE & CO | $600,000 | -34.7% | 2,003 | -9.5% | 0.00% | -98.6% |
| DKL | New | DELEK LOGISTICS PARTNERS LP | $1,187,000 | – | 24,381 | +100.0% | 0.00% | – |
| DOCU | Buy | DOCUSIGN INC | $506,000 | -31.0% | 8,822 | +28.9% | 0.00% | -98.2% |
| DOV | Sell | DOVER CORP | $739,000 | -45.6% | 6,090 | -29.7% | 0.00% | -99.0% |
| EOG | Buy | EOG RES INC | $633,000 | -0.6% | 5,730 | +7.2% | 0.00% | -98.0% |
| PFFA | Buy | ETFIS SER TR Ivirtus infrcap | $913,000 | +11.6% | 43,264 | +27.4% | 0.00% | -98.4% |
| ENPH | Sell | ENPHASE ENERGY INC | $552,000 | -50.6% | 2,829 | -48.9% | 0.00% | -98.8% |
| FBND | Buy | FIDELITY MERRIMACK STR TRtotal bd etf | $451,000 | +50.8% | 9,687 | +61.3% | 0.00% | -95.7% |
| FTCS | New | FIRST TR EXCHANGE-TRADED FDcap strength etf | $942,000 | – | 13,472 | +100.0% | 0.00% | – |
| FDN | Buy | FIRST TR EXCHANGE-TRADED FDdj internt idx | $921,000 | -26.7% | 7,251 | +8.4% | 0.00% | -99.0% |
| QCLN | Sell | FIRST TR EXCHANGE-TRADED FDnas clnedg green | $865,000 | -51.9% | 16,568 | -40.4% | 0.00% | -99.3% |
| FXL | Sell | FIRST TR EXCHANGE TRADED FDtech alphadex | $845,000 | -19.4% | 8,979 | -0.5% | 0.00% | -98.8% |
| CIBR | Sell | FIRST TR EXCHANGE TRADED FDnasdaq cyb etf | $1,196,000 | -49.5% | 29,716 | -33.3% | 0.00% | -99.5% |
| FTLS | Buy | FIRST TR EXCH TRADED FD IIIlng/sht equity | $739,000 | +54.6% | 15,187 | +61.2% | 0.00% | -97.3% |
| FMAR | Buy | FIRST TR EXCHNG TRADED FD VIft cboe vest mar | $1,243,000 | -4.2% | 41,238 | +7.7% | 0.00% | -99.0% |
| FJUN | New | FIRST TR EXCHNG TRADED FD VIcboe vest us eqt | $894,000 | – | 25,405 | +100.0% | 0.00% | – |
| FNOV | Sell | FIRST TR EXCHNG TRADED FD VIcboe eqt bufer | $1,202,000 | -29.4% | 35,347 | -21.4% | 0.00% | -99.2% |
| DAUG | FIRST TR EXCHNG TRADED FD VIvest us deep | $690,000 | -7.5% | 21,345 | 0.0% | 0.00% | -98.2% | |
| FAUG | Buy | FIRST TR EXCHNG TRADED FD VIvest us buffer | $903,000 | -5.0% | 26,130 | +4.5% | 0.00% | -98.6% |
| UCON | Sell | FIRST TR EXCHNG TRADED FD VItcw unconstrai | $450,000 | -8.2% | 18,356 | -4.3% | 0.00% | -97.4% |
| FSEP | Buy | FIRST TR EXCHNG TRADED FD VIft cboe vest us | $911,000 | +2.2% | 28,530 | +13.2% | 0.00% | -98.6% |
| FISV | Buy | FISERV INC | $432,000 | -6.3% | 4,852 | +6.8% | 0.00% | -97.2% |
| RAVI | Buy | FLEXSHARES TRready acc vari | $600,000 | -0.3% | 8,060 | +0.2% | 0.00% | -97.8% |
| FTV | New | FORTIVE CORP | $525,000 | – | 9,654 | +100.0% | 0.00% | – |
| FCX | Sell | FREEPORT-MCMORAN INCcl b | $821,000 | -44.0% | 28,070 | -4.7% | 0.00% | -99.1% |
| Buy | GXO LOGISTICS INCORPORATED | $896,000 | -38.5% | 20,705 | +1.4% | 0.00% | -99.1% | |
| AJG | GALLAGHER ARTHUR J & CO | $815,000 | -6.6% | 5,000 | 0.0% | 0.00% | -98.5% | |
| GIS | Buy | GENERAL MLS INC | $459,000 | +51.0% | 6,083 | +35.4% | 0.00% | -95.7% |
| GPC | Buy | GENUINE PARTS CO | $445,000 | +34.0% | 3,344 | +26.8% | 0.00% | -96.2% |
| GILD | Buy | GILEAD SCIENCES INC | $470,000 | +69.1% | 7,612 | +62.8% | 0.00% | -95.2% |
| GPN | Buy | GLOBAL PMTS INC | $896,000 | -18.8% | 8,095 | +0.3% | 0.00% | -98.8% |
| GMRE | Buy | GLOBAL MED REIT INC | $981,000 | +120.0% | 87,388 | +219.9% | 0.00% | -97.1% |
| QYLD | Buy | GLOBAL X FDSnasdaq 100 cover | $691,000 | +0.9% | 39,535 | +21.1% | 0.00% | -98.1% |
| PAVE | Sell | GLOBAL X FDSus infr dev etf | $1,121,000 | -54.0% | 49,220 | -42.8% | 0.00% | -99.5% |
| GBAB | New | GUGGENHEIM TAXABLE MUNICP BO | $456,000 | – | 25,664 | +100.0% | 0.00% | – |
| HCA | Buy | HCA HEALTHCARE INC | $1,021,000 | +213.2% | 6,076 | +367.4% | 0.00% | -96.0% |
| PEAK | Sell | HEALTHPEAK PROPERTIES INC | $1,013,000 | -54.2% | 39,116 | -39.3% | 0.00% | -99.4% |
| JKHY | Buy | HENRY JACK & ASSOC INC | $605,000 | -1.6% | 3,362 | +7.8% | 0.00% | -97.9% |
| HSY | Buy | HERSHEY CO | $443,000 | +0.7% | 2,057 | +1.2% | 0.00% | -97.1% |
| ILPT | Buy | INDUSTRIAL LOGISTICS PPTYS T | $830,000 | -13.9% | 58,950 | +38.6% | 0.00% | -98.6% |
| PAPR | Buy | INNOVATOR ETFS TRus eqt pwr buf | $689,000 | -6.6% | 25,510 | +2.5% | 0.00% | -98.2% |
| ICE | Sell | INTERCONTINENTAL EXCHANGE IN | $599,000 | -33.1% | 6,365 | -6.0% | 0.00% | -98.6% |
| IP | New | INTERNATIONAL PAPER CO | $584,000 | – | 13,963 | +100.0% | 0.00% | – |
| GSY | Buy | INVESCO ACTIVELY MANAGED ETFultra shrt dur | $927,000 | +260.7% | 18,704 | +262.4% | 0.00% | -95.0% |
| ISRG | Sell | INTUITIVE SURGICAL INC | $430,000 | -40.5% | 2,144 | -10.6% | 0.00% | -98.2% |
| RPV | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 pur val | $599,000 | -10.6% | 7,973 | +1.9% | 0.00% | -98.1% |
| PDP | Sell | INVESCO EXCHANGE TRADED FD Tdwa momentum | $563,000 | -16.2% | 8,272 | -0.3% | 0.00% | -98.1% |
| PSL | Sell | INVESCO EXCHANGE TRADED FD Tdwa staples | $505,000 | -31.1% | 6,437 | -24.8% | 0.00% | -98.2% |
| SPHD | Buy | INVESCO EXCH TRADED FD TR IIs&p500 hdl vol | $872,000 | +69.3% | 19,762 | +81.2% | 0.00% | -97.5% |
| PGX | New | INVESCO EXCH TRADED FD TR IIpfd etf | $442,000 | – | 35,824 | +100.0% | 0.00% | – |
| IRM | Buy | IRON MTN INC NEW | $739,000 | +16.0% | 15,170 | +31.9% | 0.00% | -98.0% |
| DVY | Buy | ISHARES TRselect divid etf | $834,000 | +177.1% | 7,090 | +202.1% | 0.00% | -95.7% |
| AGG | Sell | ISHARES TRcore us aggbd et | $484,000 | -31.2% | 4,759 | -27.6% | 0.00% | -98.1% |
| IVW | Buy | ISHARES TRs&p 500 grwt etf | $1,204,000 | -1.1% | 19,953 | +25.2% | 0.00% | -98.9% |
| TLT | Sell | ISHARES TR20 yr tr bd etf | $598,000 | -74.8% | 5,209 | -71.0% | 0.00% | -99.5% |
| IEF | Buy | ISHARES TR7-10 yr trsy bd | $528,000 | +40.4% | 5,162 | +47.6% | 0.00% | -96.6% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $1,032,000 | +56.8% | 4,563 | +86.0% | 0.00% | -98.0% |
| IWF | Buy | ISHARES TRrus 1000 grw etf | $1,211,000 | +37.3% | 5,539 | +74.4% | 0.00% | -98.5% |
| IWB | Buy | ISHARES TRrus 1000 etf | $586,000 | +32.6% | 2,821 | +59.7% | 0.00% | -97.1% |
| IWM | Buy | ISHARES TRrussell 2000 etf | $1,200,000 | +8.7% | 7,083 | +31.7% | 0.00% | -98.8% |
| IYW | New | ISHARES TRu.s. tech etf | $732,000 | – | 9,153 | +100.0% | 0.00% | – |
| IYG | Sell | ISHARES TRu.s. fin svc etf | $557,000 | -21.0% | 3,760 | -3.8% | 0.00% | -98.1% |
| SHV | New | ISHARES TRshort treas bd | $626,000 | – | 5,682 | +100.0% | 0.00% | – |
| STIP | Buy | ISHARES TR0-5 yr tips etf | $467,000 | +11.2% | 4,602 | +15.0% | 0.00% | -96.9% |
| QUAL | Sell | ISHARES TRmsci usa qlt fct | $527,000 | -32.8% | 4,715 | -19.0% | 0.00% | -98.3% |
| IEFA | Buy | ISHARES TRcore msci eafe | $709,000 | -11.5% | 12,050 | +4.5% | 0.00% | -98.4% |
| JYNT | New | JOINT CORP | $874,000 | – | 154 | +100.0% | 0.00% | – |
| KYN | Buy | KAYNE ANDERSON ENERGY INFRST | $1,271,000 | +125.4% | 151,618 | +147.8% | 0.00% | -97.7% |
| KHC | Buy | KRAFT HEINZ CO | $518,000 | +153.9% | 13,575 | +162.0% | 0.00% | -93.8% |
| LRCX | Buy | LAM RESEARCH CORP | $743,000 | +24.2% | 1,744 | +56.7% | 0.00% | -97.8% |
| LWLG | Buy | LIGHTWAVE LOGIC INC | $889,000 | -28.7% | 135,931 | +4.9% | 0.00% | -99.0% |
| MAIN | Buy | MAIN STR CAP CORP | $1,213,000 | +136.9% | 31,492 | +162.3% | 0.00% | -97.4% |
| MPC | Buy | MARATHON PETE CORP | $497,000 | +77.5% | 6,049 | +84.7% | 0.00% | -95.5% |
| MELI | Sell | MERCADOLIBRE INC | $478,000 | -57.8% | 751 | -21.1% | 0.00% | -98.9% |
| MU | Buy | MICRON TECHNOLOGY INC | $1,113,000 | +37.2% | 20,140 | +93.3% | 0.00% | -98.4% |
| MRNA | Buy | MODERNA INC | $774,000 | +57.6% | 5,419 | +90.3% | 0.00% | -97.4% |
| MDLZ | Buy | MONDELEZ INTL INCcl a | $704,000 | +13.9% | 11,332 | +15.1% | 0.00% | -97.9% |
| MS | Buy | MORGAN STANLEY | $834,000 | +43.1% | 10,960 | +64.4% | 0.00% | -97.8% |
| NHC | New | NATIONAL HEALTHCARE CORP | $613,000 | – | 8,766 | +100.0% | 0.00% | – |
| NFLX | Buy | NETFLIX INC | $944,000 | -42.5% | 5,400 | +23.2% | 0.00% | -99.2% |
| NSC | Sell | NORFOLK SOUTHN CORP | $1,253,000 | -31.6% | 5,511 | -14.2% | 0.00% | -99.3% |
| NVS | Buy | NOVARTIS AGsponsored adr | $465,000 | +36.4% | 5,497 | +41.6% | 0.00% | -96.2% |
| NMCO | Buy | NUVEEN MUN CR OPPORTUNITIES | $435,000 | +34.3% | 35,530 | +48.1% | 0.00% | -96.0% |
| QQQX | Sell | NUVEEN NASDAQ 100 DYNAMIC OV | $489,000 | -53.3% | 22,381 | -39.1% | 0.00% | -98.8% |
| BXMX | Buy | NUVEEN S&P 500 BUY-WRITE INC | $533,000 | +105.8% | 43,126 | +137.0% | 0.00% | -95.0% |
| NVG | Buy | NUVEEN AMT FREE MUN CR INC F | $577,000 | +121.1% | 44,035 | +149.9% | 0.00% | -95.0% |
| JPS | Sell | NUVEEN PFD & INCM SECURTIES | $1,016,000 | -43.6% | 139,958 | -34.8% | 0.00% | -99.3% |
| NUSC | Sell | NUSHARES ETF TRnuveen esg smlcp | $1,212,000 | -19.0% | 36,935 | -1.7% | 0.00% | -99.1% |
| OPI | Buy | OFFICE PPTYS INCOME TR | $870,000 | +133.9% | 43,603 | +201.6% | 0.00% | -96.6% |
| OKE | Sell | ONEOK INC NEW | $1,074,000 | -35.5% | 19,355 | -17.9% | 0.00% | -99.2% |
| OGN | New | ORGANON & CO | $461,000 | – | 7,734 | +100.0% | 0.00% | – |
| OTIS | New | OTIS WORLDWIDE CORP | $585,000 | – | 8,279 | +100.0% | 0.00% | – |
| PNC | Buy | PNC FINL SVCS GROUP INC | $485,000 | +4.8% | 3,075 | +22.5% | 0.00% | -97.2% |
| COWZ | New | PACER FDS TRus cash cows 100 | $884,000 | – | 20,531 | +100.0% | 0.00% | – |
| PANW | Sell | PALO ALTO NETWORKS INC | $850,000 | -45.3% | 1,720 | -31.1% | 0.00% | -99.2% |
| PH | Buy | PARKER-HANNIFIN CORP | $638,000 | -9.1% | 2,592 | +4.9% | 0.00% | -98.1% |
| PAYX | Buy | PAYCHEX INC | $446,000 | +88.2% | 3,921 | +125.3% | 0.00% | -94.4% |
| PBA | New | PEMBINA PIPELINE CORP | $782,000 | – | 22,119 | +100.0% | 0.00% | – |
| PMT | Buy | PENNYMAC MTG INVT TR | $899,000 | +88.5% | 64,984 | +129.9% | 0.00% | -97.3% |
| PM | Buy | PHILIP MORRIS INTL INC | $1,036,000 | +54.6% | 10,493 | +47.2% | 0.00% | -98.1% |
| MUNI | Buy | PIMCO ETF TRinter mun bd act | $813,000 | +35.7% | 15,800 | +39.8% | 0.00% | -97.8% |
| PAA | Buy | PLAINS ALL AMERN PIPELINE Lunit ltd partn | $587,000 | +269.2% | 59,734 | +305.2% | 0.00% | -91.7% |
| IGHG | Buy | PROSHARES TRinvt int rt hg | $532,000 | -2.2% | 7,695 | +2.1% | 0.00% | -97.6% |
| NOBL | Buy | PROSHARES TRs&p 500 dv arist | $771,000 | +119.7% | 9,032 | +144.6% | 0.00% | -96.3% |
| PRU | Buy | PRUDENTIAL FINL INC | $678,000 | +5.4% | 7,089 | +30.4% | 0.00% | -98.0% |
| QRVO | Buy | QORVO INC | $434,000 | -21.5% | 4,600 | +3.3% | 0.00% | -97.7% |
| OPP | Buy | RIVERNORTH DOUBLELINE STRATE | $538,000 | +61.1% | 49,379 | +84.2% | 0.00% | -96.2% |
| Buy | SHELL PLCspon ads | $623,000 | +58.9% | 11,922 | +67.0% | 0.00% | -96.7% | |
| SBAC | Sell | SBA COMMUNICATIONS CORP NEWcl a | $666,000 | -64.3% | 2,081 | -61.6% | 0.00% | -99.3% |
| EWX | Buy | SPDR INDEX SHS FDSs&p emktsc etf | $1,218,000 | +105.7% | 25,034 | +139.8% | 0.00% | -97.8% |
| SPAB | Sell | SPDR SER TRportfolio agrgte | $598,000 | -22.3% | 22,703 | -18.0% | 0.00% | -98.3% |
| SDY | Buy | SPDR SER TRs&p divid etf | $509,000 | +95.0% | 4,286 | +110.3% | 0.00% | -95.0% |
| TOTL | Buy | SSGA ACTIVE ETF TRspdr tr tactic | $453,000 | +0.9% | 10,749 | +7.2% | 0.00% | -97.1% |
| KOMP | Sell | SPDR SER TRs&p kensho new | $463,000 | -57.9% | 11,425 | -46.0% | 0.00% | -98.8% |
| SHM | Buy | SPDR SER TRnuveen blmbrg sh | $438,000 | +31.1% | 9,275 | +31.7% | 0.00% | -96.2% |
| SCHW | Buy | SCHWAB CHARLES CORP | $1,273,000 | -23.0% | 20,145 | +2.8% | 0.00% | -99.2% |
| SCHV | Buy | SCHWAB STRATEGIC TRus lcap va etf | $1,191,000 | +9.1% | 19,074 | +24.7% | 0.00% | -98.8% |
| XLP | Buy | SELECT SECTOR SPDR TRsbi cons stpls | $812,000 | +25.1% | 11,252 | +31.6% | 0.00% | -98.0% |
| SRE | Sell | SEMPRA | $1,075,000 | -46.4% | 7,157 | -40.0% | 0.00% | -99.4% |
| SOFI | Buy | SOFI TECHNOLOGIES INC | $481,000 | -29.1% | 91,283 | +27.3% | 0.00% | -98.1% |
| STWD | Sell | STARWOOD PPTY TR INC | $966,000 | -59.3% | 46,225 | -52.9% | 0.00% | -99.5% |
| Buy | STRONGHOLD DIGITAL MINING IN | $504,000 | +296.9% | 48,689 | +124.5% | 0.00% | -90.0% | |
| TTD | Sell | THE TRADE DESK INC | $662,000 | -44.2% | 15,795 | -7.9% | 0.00% | -98.9% |
| TSCO | Buy | TRACTOR SUPPLY CO | $573,000 | +9.6% | 2,955 | +31.9% | 0.00% | -97.5% |
| TPVG | Sell | TRIPLEPOINT VENTURE GROWTH B | $627,000 | -27.5% | 49,246 | -0.6% | 0.00% | -98.5% |
| TFC | Buy | TRUIST FINL CORP | $668,000 | +198.2% | 14,088 | +256.8% | 0.00% | -94.1% |
| TWLO | Buy | TWILIO INCcl a | $810,000 | -46.3% | 9,660 | +5.6% | 0.00% | -99.1% |
| GDX | Buy | VANECK ETF TRUSTgold miners etf | $1,121,000 | -25.4% | 40,944 | +4.5% | 0.00% | -99.1% |
| SMH | Sell | VANECK ETF TRUSTsemiconductr etf | $487,000 | -26.1% | 2,389 | -2.2% | 0.00% | -98.0% |
| VOOG | Buy | VANGUARD ADMIRAL FDS INC500 grth idx f | $851,000 | +189.5% | 3,909 | +266.7% | 0.00% | -95.7% |
| BIV | Buy | VANGUARD BD INDEX FDSintermed term | $675,000 | +134.4% | 8,688 | +146.9% | 0.00% | -95.5% |
| VYM | Sell | VANGUARD WHITEHALL FDShigh div yld | $641,000 | -9.6% | 6,302 | -0.2% | 0.00% | -98.2% |
| VEU | New | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $927,000 | – | 18,551 | +100.0% | 0.00% | – |
| VDE | Buy | VANGUARD WORLD FDSenergy etf | $573,000 | +4.6% | 5,760 | +12.4% | 0.00% | -97.6% |
| VPU | Buy | VANGUARD WORLD FDSutilities etf | $1,078,000 | -1.8% | 7,073 | +4.2% | 0.00% | -98.8% |
| VONG | Buy | VANGUARD SCOTTSDALE FDSvng rus1000grw | $482,000 | +65.1% | 8,562 | +109.6% | 0.00% | -95.5% |
| VGIT | Buy | VANGUARD SCOTTSDALE FDSinter term treas | $721,000 | -0.3% | 11,788 | +2.5% | 0.00% | -98.2% |
| VMBS | Buy | VANGUARD SCOTTSDALE FDSmtg-bkd secs etf | $623,000 | -2.0% | 13,035 | +2.7% | 0.00% | -98.0% |
| VCIT | Buy | VANGUARD SCOTTSDALE FDSint-term corp | $565,000 | +11.7% | 7,066 | +20.1% | 0.00% | -97.4% |
| VOE | Buy | VANGUARD INDEX FDSmcap vl idxvip | $475,000 | -12.5% | 3,664 | +1.1% | 0.00% | -97.6% |
| VOT | Buy | VANGUARD INDEX FDSmcap gr idxvip | $757,000 | +5.0% | 4,318 | +33.5% | 0.00% | -98.2% |
| VV | Buy | VANGUARD INDEX FDSlarge cap etf | $1,172,000 | +125.8% | 6,799 | +172.9% | 0.00% | -97.5% |
| VIAC | Buy | PARAMOUNT GLOBAL | $1,182,000 | -33.9% | 47,910 | +1.3% | 0.00% | -99.3% |
| AIO | Buy | VIRTUS ARTIFICIAL INTELLIGEN | $586,000 | -10.9% | 36,176 | +20.3% | 0.00% | -98.0% |
| VMW | New | VMWARE INC | $529,000 | – | 4,641 | +100.0% | 0.00% | – |
| VUZI | Sell | VUZIX CORP | $684,000 | +4.3% | 96,327 | -3.0% | 0.00% | -98.0% |
| WEC | New | WEC ENERGY GROUP INC | $605,000 | – | 6,007 | +100.0% | 0.00% | – |
| WBA | Buy | WALGREENS BOOTS ALLIANCE INC | $1,190,000 | +157.6% | 31,393 | +204.0% | 0.00% | -97.2% |
| WFC | Sell | WELLS FARGO CO NEW | $807,000 | -22.5% | 20,611 | -4.1% | 0.00% | -98.8% |
| WES | New | WESTERN MIDSTREAM PARTNERS L | $966,000 | – | 39,749 | +100.0% | 0.00% | – |
| WY | Buy | WEYERHAEUSER CO MTN BE | $430,000 | +23.9% | 12,997 | +42.0% | 0.00% | -96.3% |
| WHR | Buy | WHIRLPOOL CORP | $452,000 | +0.9% | 2,917 | +12.6% | 0.00% | -97.1% |
| DLN | Sell | WISDOMTREE TRus largecap divd | $623,000 | -11.8% | 10,536 | -2.0% | 0.00% | -98.1% |
| Buy | WISDOMTREE TRfloatng rat trea | $676,000 | +17.2% | 13,426 | +17.0% | 0.00% | -97.7% | |
| LILAK | New | LIBERTY LATIN AMERICA LTD | $1,169,000 | – | 150 | +100.0% | 0.00% | – |
| CB | Sell | CHUBB LIMITED | $637,000 | -10.2% | 3,241 | -2.2% | 0.00% | -98.2% |
| IYZ | New | ISHARES TR | $206,000 | – | 8,199 | +100.0% | 0.00% | – |
| GILT | GILAT SATELLITE NETWORKS LTD | $68,000 | -31.3% | 11,234 | 0.0% | 0.00% | -100.0% | |
| NRO | NEUBERGER BERMAN REAL ESTATE | $64,000 | -20.0% | 16,000 | 0.0% | 0.00% | -100.0% | |
| NRZ | New | NEW RESIDENTIAL INVT CORP | $117,000 | – | 12,524 | +100.0% | 0.00% | – |
| SDVY | Buy | FIRST TR EXCHANGE-TRADED FDsmid risng etf | $375,000 | +5.3% | 15,714 | +23.2% | 0.00% | -100.0% |
| NEP | New | NEXTERA ENERGY PARTNERS LP | $224,000 | – | 3,017 | +100.0% | 0.00% | – |
| FTHY | Sell | FIRST TR HIGH YIELD OPPRT 20 | $246,000 | -38.5% | 16,902 | -26.5% | 0.00% | -100.0% |
| VBLT | VASCULAR BIOGENICS LTD | $19,000 | -5.0% | 12,000 | 0.0% | 0.00% | -100.0% | |
| BUFD | New | FIRST TR EXCHNG TRADED FD VIcboe vest fd dep | $363,000 | – | 18,598 | +100.0% | 0.00% | – |
| DMAY | New | FIRST TR EXCHNG TRADED FD VIcboe vest us eq | $425,000 | – | 13,761 | +100.0% | 0.00% | – |
| ASML | Buy | ASML HOLDING N V | $410,000 | -6.6% | 861 | +30.9% | 0.00% | -100.0% |
| NOVN | Buy | NOVAN INC | $184,000 | -21.7% | 79,150 | +32.7% | 0.00% | -100.0% |
| NVAX | Buy | NOVAVAX INC | $259,000 | -15.1% | 5,044 | +22.0% | 0.00% | -100.0% |
| FJAN | New | FIRST TR EXCHNG TRADED FD VIft cboe vest bfr | $366,000 | – | 11,700 | +100.0% | 0.00% | – |
| NS | Buy | NUSTAR ENERGY LP | $158,000 | +6.0% | 11,293 | +9.3% | 0.00% | -100.0% |
| NCA | NUVEEN CALIFORNIA MUNI VLU F | $295,000 | -4.5% | 33,782 | 0.0% | 0.00% | -100.0% | |
| NXC | NUVEEN CALIF SELECT TAX FREEsh ben int | $363,000 | -4.0% | 26,626 | 0.0% | 0.00% | -100.0% | |
| NEA | Buy | NUVEEN AMT FREE QLTY MUN INC | $267,000 | +29.6% | 22,686 | +44.4% | 0.00% | -100.0% |
| GSL | New | GLOBAL SHIP LEASE INC NEW | $330,000 | – | 20,000 | +100.0% | 0.00% | – |
| Buy | FIRST TR EXCHNG TRADED FD VIskybridge crypto | $54,000 | -62.8% | 11,950 | +18.3% | 0.00% | -100.0% | |
| NAC | Sell | NUVEEN CA QUALTY MUN INCOME | $415,000 | -8.2% | 33,627 | -2.3% | 0.00% | -100.0% |
| NID | New | NUVEEN INTER DURATION MUN TE | $387,000 | – | 29,735 | +100.0% | 0.00% | – |
| RPG | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 pur gwt | $296,000 | -23.1% | 2,007 | -4.1% | 0.00% | -100.0% |
| ZOM | New | ZOMEDICA CORP | $2,000 | – | 10,000 | +100.0% | 0.00% | – |
| LQDH | Sell | ISHARES U S ETF TRint rt hdg c b | $210,000 | -4.5% | 2,325 | -1.3% | 0.00% | -100.0% |
| ZY | New | ZYMERGEN INC | $49,000 | – | 39,500 | +100.0% | 0.00% | – |
| AMCR | Buy | AMCOR PLCord | $169,000 | +9.7% | 13,563 | +0.0% | 0.00% | -100.0% |
| IHTA | INVESCO HIGH INCOME 2024 TAR | $221,000 | -4.3% | 25,611 | 0.0% | 0.00% | -100.0% | |
| IIM | INVESCO VALUE MUN INCOME TR | $142,000 | -7.2% | 11,000 | 0.0% | 0.00% | -100.0% | |
| VKI | INVESCO ADVANTAGE MUN INCOMEsh ben int | $132,000 | -9.6% | 14,000 | 0.0% | 0.00% | -100.0% | |
| IQLT | Buy | ISHARES TRmsci intl qualty | $298,000 | -14.4% | 9,644 | +2.1% | 0.00% | -100.0% |
| DGRO | Sell | ISHARES TRcore div grwth | $257,000 | -74.3% | 5,389 | -71.2% | 0.00% | -100.0% |
| VMO | Sell | INVESCO MUN OPPORTUNITY TR | $191,000 | -51.5% | 18,467 | -46.4% | 0.00% | -100.0% |
| FALN | ISHARES TRfaln angls usd | $410,000 | -11.3% | 16,638 | 0.0% | 0.00% | -100.0% | |
| VKQ | Sell | INVESCO MUNICIPAL TRUST | $121,000 | -40.1% | 11,950 | -31.9% | 0.00% | -100.0% |
| INTU | Sell | INTUIT | $228,000 | -24.8% | 591 | -6.3% | 0.00% | -100.0% |
| IDN | Sell | INTELLICHECK INC | $22,000 | -46.3% | 11,000 | -31.2% | 0.00% | -100.0% |
| QED | Sell | INDEXIQ ETF TRhdg eve driv | $353,000 | -16.0% | 17,091 | -9.3% | 0.00% | -100.0% |
| JAAA | Sell | JANUS DETROIT STR TRhendrson aaa cl | $387,000 | -60.0% | 7,900 | -59.0% | 0.00% | -100.0% |
| JBLU | New | JETBLUE AWYS CORP | $88,000 | – | 10,455 | +100.0% | 0.00% | – |
| IRT | New | INDEPENDENCE RLTY TR INC | $227,000 | – | 10,936 | +100.0% | 0.00% | – |
| AXU | New | ALEXCO RESOURCE CORP | $6,000 | – | 13,894 | +100.0% | 0.00% | – |
| IDEX | New | IDEANOMICS INC | $17,000 | – | 26,250 | +100.0% | 0.00% | – |
| BIP | New | BROOKFIELD INFRAST PARTNERSlp int unit | $290,000 | – | 7,595 | +100.0% | 0.00% | – |
| KW | Buy | KENNEDY-WILSON HOLDINGS INC | $195,000 | -21.4% | 10,289 | +1.0% | 0.00% | -100.0% |
| KEY | Buy | KEYCORP | $283,000 | +40.1% | 16,440 | +82.5% | 0.00% | -100.0% |
| IEP | New | ICAHN ENTERPRISES LPdepositary unit | $359,000 | – | 7,460 | +100.0% | 0.00% | – |
| IBN | New | ICICI BANK LIMITEDadr | $220,000 | – | 12,424 | +100.0% | 0.00% | – |
| BEP | New | BROOKFIELD RENEWABLE PARTNERpartnership unit | $203,000 | – | 5,830 | +100.0% | 0.00% | – |
| LH | Sell | LABORATORY CORP AMER HLDGS | $373,000 | -21.0% | 1,590 | -11.2% | 0.00% | -100.0% |
| BG | Sell | BUNGE LIMITED | $293,000 | -24.3% | 3,228 | -7.6% | 0.00% | -100.0% |
| EL | Buy | LAUDER ESTEE COS INCcl a | $388,000 | -5.8% | 1,523 | +0.7% | 0.00% | -100.0% |
| HBAN | New | HUNTINGTON BANCSHARES INC | $206,000 | – | 17,135 | +100.0% | 0.00% | – |
| ASG | LIBERTY ALL-STAR GROWTH FD I | $427,000 | -22.8% | 73,285 | 0.0% | 0.00% | -100.0% | |
| USA | New | LIBERTY ALL STAR EQUITY FDsh ben int | $85,000 | – | 13,548 | +100.0% | 0.00% | – |
| HUBS | Buy | HUBSPOT INC | $244,000 | -29.9% | 813 | +10.9% | 0.00% | -100.0% |
| HRL | HORMEL FOODS CORP | $372,000 | -8.1% | 7,861 | 0.0% | 0.00% | -100.0% | |
| ABNB | Sell | AIRBNB INC | $364,000 | -65.0% | 4,088 | -32.4% | 0.00% | -100.0% |
| HFRO | New | HIGHLAND INCOME FD | $236,000 | – | 20,974 | +100.0% | 0.00% | – |
| LECO | Buy | LINCOLN ELEC HLDGS INC | $355,000 | -6.6% | 2,875 | +4.2% | 0.00% | -100.0% |
| New | GUGGENHEIM ACTIVE ALLOC FD | $304,000 | – | 21,374 | +100.0% | 0.00% | – | |
| GP | New | GREENPOWER MTR CO INC | $53,000 | – | 16,085 | +100.0% | 0.00% | – |
| Buy | LOTTERY COM INC | $45,000 | -59.8% | 40,600 | +14.0% | 0.00% | -100.0% | |
| BAR | Buy | GRANITESHARES GOLD TR | $268,000 | +19.1% | 14,942 | +27.5% | 0.00% | -100.0% |
| Buy | LUCID GROUP INC | $265,000 | +12.8% | 15,440 | +66.6% | 0.00% | -100.0% | |
| LULU | Sell | LULULEMON ATHLETICA INC | $282,000 | -39.9% | 1,034 | -19.4% | 0.00% | -100.0% |
| SELF | GLOBAL SELF STORAGE INC | $116,000 | +0.9% | 20,520 | 0.0% | 0.00% | -100.0% | |
| MTB | New | M & T BK CORP | $217,000 | – | 1,362 | +100.0% | 0.00% | – |
| MP | Sell | MP MATERIALS CORP | $207,000 | -48.9% | 6,465 | -8.5% | 0.00% | -100.0% |
| RYLD | Buy | GLOBAL X FDSrussell 2000 | $260,000 | -0.4% | 12,675 | +15.8% | 0.00% | -100.0% |
| Buy | GINKGO BIOWORKS HOLDINGS INC | $116,000 | +141.7% | 48,900 | +310.9% | 0.00% | -100.0% | |
| MGTA | New | MAGENTA THERAPEUTICS INC | $13,000 | – | 10,700 | +100.0% | 0.00% | – |
| Buy | GENERAL ELECTRIC CO | $242,000 | -21.9% | 3,798 | +12.0% | 0.00% | -100.0% | |
| MGNI | Buy | MAGNITE INC | $201,000 | -23.9% | 22,671 | +13.4% | 0.00% | -100.0% |
| ACP | New | ABRDN INCOME CREDIT STRATEGI | $188,000 | – | 24,825 | +100.0% | 0.00% | – |
| MMMB | Buy | MAMAMANCINI S HLDGS INC | $102,000 | +67.2% | 73,055 | +100.2% | 0.00% | -100.0% |
| MRO | New | MARATHON OIL CORP | $206,000 | – | 9,172 | +100.0% | 0.00% | – |
| LIN | Buy | LINDE PLC | $300,000 | +21.0% | 1,044 | +34.5% | 0.00% | -100.0% |
| GNRC | Sell | GENERAC HLDGS INC | $232,000 | -30.7% | 1,103 | -2.0% | 0.00% | -100.0% |
| GLPI | Buy | GAMING & LEISURE PPTYS INC | $341,000 | -2.3% | 7,445 | +0.0% | 0.00% | -100.0% |
| MRVL | Buy | MARVELL TECHNOLOGY INC | $306,000 | -22.3% | 7,024 | +27.7% | 0.00% | -100.0% |
| MTZ | Buy | MASTEC INC | $370,000 | -15.1% | 5,157 | +3.0% | 0.00% | -100.0% |
| GGN | Buy | GAMCO GLOBAL GOLD NAT RES & | $359,000 | +162.0% | 99,803 | +193.5% | 0.00% | -100.0% |
| MKC | Buy | MCCORMICK & CO INC | $279,000 | -14.2% | 3,357 | +3.1% | 0.00% | -100.0% |
| GDV | New | GABELLI DIVID & INCOME TR | $205,000 | – | 10,008 | +100.0% | 0.00% | – |
| MPW | Buy | MEDICAL PPTYS TRUST INC | $411,000 | +74.2% | 26,925 | +140.8% | 0.00% | -100.0% |
| ABEO | New | ABEONA THERAPEUTICS INC | $3,000 | – | 12,900 | +100.0% | 0.00% | – |
| GGT | New | GABELLI MULTIMEDIA TR INC | $102,000 | – | 14,141 | +100.0% | 0.00% | – |
| GAB | Sell | GABELLI EQUITY TR INC | $195,000 | -63.1% | 32,043 | -58.0% | 0.00% | -100.0% |
| FUBO | Sell | FUBOTV INC | $33,000 | -67.6% | 13,200 | -14.6% | 0.00% | -100.0% |
| NAT | New | NORDIC AMERICAN TANKERS LIMI | $23,000 | – | 10,805 | +100.0% | 0.00% | – |
| MAA | New | MID-AMER APT CMNTYS INC | $223,000 | – | 1,279 | +100.0% | 0.00% | – |
| ARKG | Sell | ARK ETF TRgenomic rev etf | $278,000 | -68.0% | 8,844 | -46.6% | 0.00% | -100.0% |
| MDB | Sell | MONGODB INCcl a | $226,000 | -42.8% | 870 | -2.2% | 0.00% | -100.0% |
| MCO | Buy | MOODYS CORP | $278,000 | -10.0% | 1,022 | +11.6% | 0.00% | -100.0% |
| NZF | Sell | NUVEEN MUNICIPAL CREDIT INC | $265,000 | -68.9% | 21,078 | -63.9% | 0.00% | -100.0% |
| JFR | Buy | NUVEEN FLOATING RATE INCOME | $268,000 | +28.2% | 32,153 | +54.1% | 0.00% | -100.0% |
| JQC | New | NUVEEN CR STRATEGIES INCOME | $156,000 | – | 29,937 | +100.0% | 0.00% | – |
| NPCT | Buy | NUVEEN CORE PLUS IMPACT FUND | $135,000 | -17.7% | 11,500 | +5.5% | 0.00% | -100.0% |
| KNG | Buy | FIRST TR EXCHANGE-TRADED FDft cboe vest s&p | $318,000 | +3.2% | 6,482 | +15.2% | 0.00% | -100.0% |
| OCCI | New | OFS CREDIT COMPANY INC | $203,000 | – | 22,327 | +100.0% | 0.00% | – |
| OXY | New | OCCIDENTAL PETE CORP | $214,000 | – | 3,641 | +100.0% | 0.00% | – |
| OXYWS | New | OCCIDENTAL PETE CORP*w exp 08/03/202 | $267,000 | – | 225 | +100.0% | 0.00% | – |
| FMB | Buy | FIRST TR EXCH TRADED FD IIImanagd mun etf | $259,000 | -4.1% | 5,126 | +0.6% | 0.00% | -100.0% |
| OHI | New | OMEGA HEALTHCARE INVS INC | $218,000 | – | 7,724 | +100.0% | 0.00% | – |
| TURN | 180 DEGREE CAP CORP | $116,000 | -10.8% | 19,000 | 0.0% | 0.00% | -100.0% | |
| OCX | ONCOCYTE CORP | $13,000 | -40.9% | 15,000 | 0.0% | 0.00% | -100.0% | |
| FPL | Buy | FST TR NEW OPPORT MLP & ENE | $338,000 | +21.6% | 58,500 | +33.0% | 0.00% | -100.0% |
| FTGC | New | FIRST TR EXCHANGE TRAD FD VIfst tr glb fd | $368,000 | – | 13,769 | +100.0% | 0.00% | – |
| OSG | OVERSEAS SHIPHOLDING GROUP Icl a new | $205,000 | -1.9% | 100,000 | 0.0% | 0.00% | -100.0% | |
| OXLC | Buy | OXFORD LANE CAP CORP | $262,000 | +191.1% | 46,092 | +269.9% | 0.00% | -100.0% |
| PPL | New | PPL CORP | $203,000 | – | 7,480 | +100.0% | 0.00% | – |
| PTLC | Sell | PACER FDS TRtrendp us lar cp | $237,000 | -37.5% | 6,304 | -33.3% | 0.00% | -100.0% |
| PLTR | Sell | PALANTIR TECHNOLOGIES INCcl a | $291,000 | -42.7% | 32,114 | -13.3% | 0.00% | -100.0% |
| AGNC | Buy | AGNC INVT CORP | $329,000 | +3.8% | 29,756 | +23.1% | 0.00% | -100.0% |
| FTRI | Buy | FIRST TR EXCHANGE TRADED FDindxx nat re etf | $201,000 | +4.7% | 15,119 | +30.3% | 0.00% | -100.0% |
| FXZ | Buy | FIRST TR EXCHANGE TRADED FDmaterials alph | $209,000 | -2.8% | 3,700 | +23.3% | 0.00% | -100.0% |
| FIW | New | FIRST TR EXCHANGE TRADED FDwtr etf | $403,000 | – | 5,593 | +100.0% | 0.00% | – |
| DOC | Buy | PHYSICIANS RLTY TR | $326,000 | +55.2% | 18,687 | +56.2% | 0.00% | -100.0% |
| PIRS | Buy | PIERIS PHARMACEUTICALS INC | $73,000 | -29.1% | 39,000 | +14.7% | 0.00% | -100.0% |
| FFA | Buy | FIRST TR ENHANCED EQUITY INC | $242,000 | -12.9% | 14,814 | +7.7% | 0.00% | -100.0% |
| EXC | New | EXELON CORP | $204,000 | – | 4,502 | +100.0% | 0.00% | – |
| ETSY | Sell | ETSY INC | $367,000 | -44.6% | 5,015 | -5.8% | 0.00% | -100.0% |
| ETRN | New | EQUITRANS MIDSTREAM CORP | $73,000 | – | 11,530 | +100.0% | 0.00% | – |
| PNW | Sell | PINNACLE WEST CAP CORP | $335,000 | -6.9% | 4,581 | -0.5% | 0.00% | -100.0% |
| PAGP | Buy | PLAINS GP HLDGS L Pltd partnr int a | $360,000 | +93.5% | 34,893 | +117.0% | 0.00% | -100.0% |
| ETR | New | ENTERGY CORP NEW | $283,000 | – | 2,516 | +100.0% | 0.00% | – |
| PGR | New | PROGRESSIVE CORP | $275,000 | – | 2,363 | +100.0% | 0.00% | – |
| ELOX | ELOXX PHARMACEUTICALS INC | $10,000 | -52.4% | 37,500 | 0.0% | 0.00% | -100.0% | |
| EW | Buy | EDWARDS LIFESCIENCES CORP | $415,000 | +17.9% | 4,360 | +45.9% | 0.00% | -100.0% |
| HYHG | New | PROSHARES TRhgh yld int rate | $410,000 | – | 7,225 | +100.0% | 0.00% | – |
| New | PROSPECT CAP CORPnote 4.950% 7/1 | $23,000 | – | 23,000 | +100.0% | 0.00% | – | |
| PEG | Buy | PUBLIC SVC ENTERPRISE GRP IN | $267,000 | +4.7% | 4,226 | +15.8% | 0.00% | -100.0% |
| ECL | Sell | ECOLAB INC | $297,000 | -43.5% | 1,933 | -35.1% | 0.00% | -100.0% |
| XM | New | QUALTRICS INTL INC | $126,000 | – | 10,082 | +100.0% | 0.00% | – |
| RPM | Buy | RPM INTL INC | $231,000 | +13.2% | 2,937 | +17.3% | 0.00% | -100.0% |
| EXG | Sell | EATON VANCE TAX-MANAGED GLOB | $108,000 | -60.1% | 13,998 | -49.9% | 0.00% | -100.0% |
| O | New | REALTY INCOME CORP | $332,000 | – | 4,864 | +100.0% | 0.00% | – |
| REGN | Buy | REGENERON PHARMACEUTICALS | $227,000 | +0.9% | 384 | +19.3% | 0.00% | -100.0% |
| EVV | Buy | EATON VANCE LTD DURATION INC | $211,000 | +0.5% | 20,472 | +14.0% | 0.00% | -100.0% |
| QSR | Buy | RESTAURANT BRANDS INTL INC | $295,000 | -14.2% | 5,885 | +0.0% | 0.00% | -100.0% |
| EGP | New | EASTGROUP PPTYS INC | $318,000 | – | 2,061 | +100.0% | 0.00% | – |
| RMI | New | RIVERNORTH OPPORTUNISTIC MUN | $244,000 | – | 13,934 | +100.0% | 0.00% | – |
| ECC | New | EAGLE POINT CREDIT COMPANY I | $145,000 | – | 12,293 | +100.0% | 0.00% | – |
| New | RIVIAN AUTOMOTIVE INC | $203,000 | – | 7,880 | +100.0% | 0.00% | – | |
| ROK | Buy | ROCKWELL AUTOMATION INC | $336,000 | -11.3% | 1,686 | +24.6% | 0.00% | -100.0% |
| MSVX | New | ETF SER SOLUTIONSlha mkt st alp | $252,000 | – | 9,905 | +100.0% | 0.00% | – |
| RVT | New | ROYCE VALUE TR INC | $250,000 | – | 17,899 | +100.0% | 0.00% | – |
| DD | Buy | DUPONT DE NEMOURS INC | $227,000 | +2.7% | 4,084 | +35.7% | 0.00% | -100.0% |
| DPG | Buy | DUFF & PHELPS UTLITY AND INF | $178,000 | -3.3% | 12,800 | +5.7% | 0.00% | -100.0% |
| SPGI | New | S&P GLOBAL INC | $278,000 | – | 826 | +100.0% | 0.00% | – |
| DS | DRIVE SHACK INC | $17,000 | -10.5% | 12,500 | 0.0% | 0.00% | -100.0% | |
| DPZ | Buy | DOMINOS PIZZA INC | $320,000 | +33.3% | 821 | +39.4% | 0.00% | -100.0% |
| PSK | New | SPDR SER TRice pfd sec etf | $286,000 | – | 7,987 | +100.0% | 0.00% | – |
| DOCN | Sell | DIGITALOCEAN HLDGS INC | $259,000 | -32.9% | 6,270 | -6.0% | 0.00% | -100.0% |
| SPSB | New | SPDR SER TRportfolio short | $375,000 | – | 12,597 | +100.0% | 0.00% | – |
| SPLG | Buy | SPDR SER TRportfolio s&p500 | $308,000 | -16.5% | 6,952 | +0.1% | 0.00% | -100.0% |
| FANG | New | DIAMONDBACK ENERGY INC | $244,000 | – | 2,010 | +100.0% | 0.00% | – |
| DHIL | New | DIAMOND HILL INVT GROUP INC | $244,000 | – | 1,405 | +100.0% | 0.00% | – |
| JNK | Sell | SPDR SER TRbloomberg high y | $270,000 | +23.3% | 2,974 | -59.9% | 0.00% | -100.0% |
| DEO | New | DIAGEO PLCspon adr new | $201,000 | – | 1,153 | +100.0% | 0.00% | – |
| DAL | Buy | DELTA AIR LINES INC DEL | $352,000 | +57.1% | 12,148 | +114.8% | 0.00% | -100.0% |
| SIVB | Sell | SVB FINANCIAL GROUP | $309,000 | -30.2% | 782 | -1.3% | 0.00% | -100.0% |
| New | SABA CAPITAL INCOME & OPRNT | $176,000 | – | 21,875 | +100.0% | 0.00% | – | |
| SACH | Sell | SACHEM CAP CORP | $47,000 | -48.4% | 11,548 | -35.1% | 0.00% | -100.0% |
| DELL | New | DELL TECHNOLOGIES INCcl c | $377,000 | – | 8,155 | +100.0% | 0.00% | – |
| SCHG | Buy | SCHWAB STRATEGIC TRus lcap gr etf | $281,000 | -22.6% | 4,853 | +0.1% | 0.00% | -100.0% |
| SCHA | Buy | SCHWAB STRATEGIC TRus sml cap etf | $388,000 | +47.0% | 9,955 | +78.6% | 0.00% | -100.0% |
| EYES | New | SECOND SIGHT MED PRODS INC | $20,000 | – | 10,000 | +100.0% | 0.00% | – |
| XLB | Buy | SELECT SECTOR SPDR TRsbi materials | $246,000 | +5.1% | 3,344 | +25.9% | 0.00% | -100.0% |
| DCP | Sell | DCP MIDSTREAM LP | $346,000 | -26.7% | 11,700 | -16.8% | 0.00% | -100.0% |
| CTO | Buy | CTO RLTY GROWTH INC NEW | $238,000 | +10.2% | 3,887 | +19.5% | 0.00% | -100.0% |
| CROX | New | CROCS INC | $241,000 | – | 4,950 | +100.0% | 0.00% | – |
| GLDI | New | CREDIT SUISSE AG NASSAU BRH | $78,000 | – | 10,000 | +100.0% | 0.00% | – |
| CIK | Sell | CREDIT SUISSE ASSET MGMT INC | $36,000 | -29.4% | 13,200 | -21.0% | 0.00% | -100.0% |
| CMPX | COMPASS THERAPEUTICS INC | $40,000 | +100.0% | 14,918 | 0.0% | 0.00% | -100.0% | |
| XLC | Buy | SELECT SECTOR SPDR TR | $243,000 | +5.2% | 4,482 | +33.5% | 0.00% | -100.0% |
| XLRE | Buy | SELECT SECTOR SPDR TRrl est sel sec | $348,000 | +39.2% | 8,520 | +64.9% | 0.00% | -100.0% |
| XLU | Buy | SELECT SECTOR SPDR TRsbi int-utils | $393,000 | +31.9% | 5,602 | +39.9% | 0.00% | -100.0% |
| Sell | SERIES PORTFOLIOS TRinfracap equity | $224,000 | -17.6% | 8,400 | -4.5% | 0.00% | -100.0% | |
| NOW | Sell | SERVICENOW INC | $290,000 | -15.2% | 609 | -0.8% | 0.00% | -100.0% |
| CMA | New | COMERICA INC | $207,000 | – | 2,825 | +100.0% | 0.00% | – |
| STK | New | COLUMBIA SELIGM PREM TECH GR | $276,000 | – | 11,015 | +100.0% | 0.00% | – |
| CL | New | COLGATE PALMOLIVE CO | $303,000 | – | 3,787 | +100.0% | 0.00% | – |
| UTF | New | COHEN & STEERS INFRASTRUCTUR | $203,000 | – | 8,019 | +100.0% | 0.00% | – |
| SNAP | New | SNAP INCcl a | $196,000 | – | 13,938 | +100.0% | 0.00% | – |
| RQI | New | COHEN & STEERS QUALITY INCOM | $156,000 | – | 11,462 | +100.0% | 0.00% | – |
| CDE | Sell | COEUR MNG INC | $67,000 | -38.5% | 22,106 | -10.1% | 0.00% | -100.0% |
| GLO | Buy | CLOUGH GLOBAL OPPORTUNITIESsh ben int | $284,000 | +63.2% | 38,650 | +108.9% | 0.00% | -100.0% |
| SQ | Sell | BLOCK INCcl a | $355,000 | -54.7% | 5,780 | -0.1% | 0.00% | -100.0% |
| GLQ | Buy | CLOUGH GLOBAL EQUITY FD | $349,000 | +46.6% | 38,250 | +88.4% | 0.00% | -100.0% |
| GLV | Buy | CLOUGH GLOBAL DIVID & INCOME | $199,000 | +30.9% | 24,500 | +48.5% | 0.00% | -100.0% |
| WISA | WISA TECHNOLOGIES INC | $11,000 | -52.2% | 18,500 | 0.0% | 0.00% | -100.0% | |
| CLX | New | CLOROX CO DEL | $243,000 | – | 1,726 | +100.0% | 0.00% | – |
| TFSL | New | TFS FINL CORP | $267,000 | – | 19,433 | +100.0% | 0.00% | – |
| TJX | Sell | TJX COS INC NEW | $315,000 | -38.7% | 5,639 | -33.5% | 0.00% | -100.0% |
| TMUS | Buy | T-MOBILE US INC | $248,000 | +21.0% | 1,841 | +15.2% | 0.00% | -100.0% |
| CLF | Buy | CLEVELAND-CLIFFS INC NEW | $252,000 | -29.4% | 16,381 | +47.6% | 0.00% | -100.0% |
| TRGP | New | TARGA RES CORP | $264,000 | – | 4,429 | +100.0% | 0.00% | – |
| TRP | Sell | TC ENERGY CORP | $359,000 | -27.0% | 6,924 | -20.6% | 0.00% | -100.0% |
| THQ | New | TEKLA HEALTHCARE OPPORTUNITI | $218,000 | – | 10,919 | +100.0% | 0.00% | – |
| CINF | New | CINCINNATI FINL CORP | $409,000 | – | 3,440 | +100.0% | 0.00% | – |
| THW | New | TEKLA WORLD HEALTHCARE FD | $264,000 | – | 18,327 | +100.0% | 0.00% | – |
| TELL | New | TELLURIAN INC NEW | $86,000 | – | 28,799 | +100.0% | 0.00% | – |
| TLS | Buy | TELOS CORP MD | $254,000 | +56.8% | 31,415 | +93.0% | 0.00% | -100.0% |
| TEI | New | TEMPLETON EMERGING MKTS INCO | $103,000 | – | 19,126 | +100.0% | 0.00% | – |
| CMG | Sell | CHIPOTLE MEXICAN GRILL INC | $201,000 | -22.1% | 154 | -5.5% | 0.00% | -100.0% |
| LNG | Buy | CHENIERE ENERGY INC | $275,000 | +26.1% | 2,064 | +31.1% | 0.00% | -100.0% |
| CELH | New | CELSIUS HLDGS INC | $206,000 | – | 3,160 | +100.0% | 0.00% | – |
| CCL | New | CARNIVAL CORP | $106,000 | – | 12,256 | +100.0% | 0.00% | – |
| CARA | Buy | CARA THERAPEUTICS INC | $364,000 | -8.3% | 39,848 | +22.0% | 0.00% | -100.0% |
| CGC | Sell | CANOPY GROWTH CORP | $88,000 | -62.9% | 30,910 | -1.1% | 0.00% | -100.0% |
| USB | Buy | US BANCORP DEL | $347,000 | +44.0% | 7,530 | +66.3% | 0.00% | -100.0% |
| New | CADENCE BANK | $241,000 | – | 10,272 | +100.0% | 0.00% | – | |
| UBER | Buy | UBER TECHNOLOGIES INC | $253,000 | -31.6% | 12,353 | +19.0% | 0.00% | -100.0% |
| ULTA | New | ULTA BEAUTY INC | $229,000 | – | 595 | +100.0% | 0.00% | – |
| CSWI | CSW INDUSTRIALS INC | $412,000 | -12.3% | 4,000 | 0.0% | 0.00% | -100.0% | |
| CME | New | CME GROUP INC | $352,000 | – | 1,719 | +100.0% | 0.00% | – |
| CI | Sell | CIGNA CORP NEW | $394,000 | -65.0% | 1,493 | -68.2% | 0.00% | -100.0% |
| CECE | New | CECO ENVIRONMENTAL CORP | $64,000 | – | 10,750 | +100.0% | 0.00% | – |
| RA | New | BROOKFIELD REAL ASSETS INCOM | $265,000 | – | 14,355 | +100.0% | 0.00% | – |
| BRMK | Sell | BROADMARK RLTY CAP INC | $82,000 | -58.4% | 12,191 | -46.6% | 0.00% | -100.0% |
| BRSP | New | BRIGHTSPIRE CAPITAL INC | $81,000 | – | 10,679 | +100.0% | 0.00% | – |
| VFC | New | V F CORP | $345,000 | – | 7,805 | +100.0% | 0.00% | – |
| HYEM | Sell | VANECK ETF TRUSTemerging mrkt hi | $199,000 | -32.8% | 11,165 | -24.0% | 0.00% | -100.0% |
| ANGL | Sell | VANECK ETF TRUSTfallen angel hg | $203,000 | -54.0% | 7,530 | -48.1% | 0.00% | -100.0% |
| SMB | New | VANECK ETF TRUSTvaneck shrt muni | $327,000 | – | 19,112 | +100.0% | 0.00% | – |
| BHG | New | BRIGHT HEALTH GROUP INC | $18,000 | – | 10,000 | +100.0% | 0.00% | – |
| ITM | New | VANECK ETF TRUSTintrmdt muni etf | $279,000 | – | 6,113 | +100.0% | 0.00% | – |
| EMLC | Buy | VANECK ETF TRUSTjp mrgan em loc | $341,000 | -3.4% | 13,927 | +6.6% | 0.00% | -100.0% |
| BLDE | BLADE AIR MOBILITY INC | $84,000 | -47.5% | 18,800 | 0.0% | 0.00% | -100.0% | |
| BIGZ | Buy | BLACKROCK INNOVATION AND GRW | $409,000 | -30.3% | 51,548 | +0.1% | 0.00% | -100.0% |
| MGC | Sell | VANGUARD WORLD FDmega cap index | $322,000 | -57.2% | 2,446 | -48.3% | 0.00% | -100.0% |
| BLV | Buy | VANGUARD BD INDEX FDSlong term bond | $256,000 | -10.8% | 3,217 | +2.6% | 0.00% | -100.0% |
| BND | Sell | VANGUARD BD INDEX FDStotal bnd mrkt | $307,000 | -45.0% | 4,084 | -41.8% | 0.00% | -100.0% |
| BSTZ | Buy | BLACKROCK SCIENCE & TECHNOLO | $233,000 | +13.7% | 11,905 | +70.4% | 0.00% | -100.0% |
| BMEZ | New | BLACKROCK HEALTH SCIENCS TR | $227,000 | – | 13,830 | +100.0% | 0.00% | – |
| VUSB | Sell | VANGUARD BD INDEX FDSvanguard ultra | $221,000 | -25.3% | 4,500 | -25.0% | 0.00% | -100.0% |
| BST | New | BLACKROCK SCIENCE & TECHNOLO | $230,000 | – | 7,066 | +100.0% | 0.00% | – |
| VGK | Sell | VANGUARD INTL EQUITY INDEX Fftse europe etf | $227,000 | -28.6% | 4,300 | -15.9% | 0.00% | -100.0% |
| FRA | Buy | BLACKROCK FLOATING RATE INCO | $415,000 | -12.3% | 36,458 | +0.4% | 0.00% | -100.0% |
| MVT | Sell | BLACKROCK MUNIVEST FD II INC | $198,000 | -59.0% | 17,466 | -53.3% | 0.00% | -100.0% |
| MVF | BLACKROCK MUNIVEST FD INC | $88,000 | -8.3% | 11,755 | 0.0% | 0.00% | -100.0% | |
| BLE | Sell | BLACKROCK MUNI INCOME TR II | $218,000 | -73.5% | 19,686 | -70.5% | 0.00% | -100.0% |
| BFK | Sell | BLACKROCK MUN INCOME TRsh ben int | $328,000 | -68.9% | 30,585 | -64.7% | 0.00% | -100.0% |
| VGSH | Buy | VANGUARD SCOTTSDALE FDSshort term treas | $340,000 | +0.6% | 5,772 | +1.3% | 0.00% | -100.0% |
| BUI | New | BLACKROCK UTILS INFRASTRUCTU | $219,000 | – | 10,004 | +100.0% | 0.00% | – |
| BRKA | New | BERKSHIRE HATHAWAY INC DELcl a | $409,000 | – | 1 | +100.0% | 0.00% | – |
| VTWO | Buy | VANGUARD SCOTTSDALE FDSvng rus2000idx | $410,000 | +55.9% | 5,999 | +89.3% | 0.00% | -100.0% |
| VEEV | Sell | VEEVA SYS INC | $277,000 | -13.7% | 1,401 | -7.3% | 0.00% | -100.0% |
| VTR | Sell | VENTAS INC | $362,000 | -17.5% | 7,039 | -1.0% | 0.00% | -100.0% |
| VTEB | Buy | VANGUARD MUN BD FDStax exempt bd | $221,000 | +0.5% | 4,422 | +3.8% | 0.00% | -100.0% |
| WRB | Buy | BERKLEY W R CORP | $271,000 | +8.4% | 3,974 | +5.9% | 0.00% | -100.0% |
| OIL | BARCLAYS BANK PLCipth crude oil | $252,000 | +6.3% | 7,347 | 0.0% | 0.00% | -100.0% | |
| BW | Sell | BABCOCK & WILCOX ENTERPRISES | $89,000 | -49.1% | 14,797 | -31.1% | 0.00% | -100.0% |
| LEO | New | BNY MELLON STRATEGIC MUNS IN | $95,000 | – | 14,400 | +100.0% | 0.00% | – |
| DCF | Buy | BNY MELLON ALCENTRA GLOBAL C | $107,000 | -9.3% | 14,444 | +4.1% | 0.00% | -100.0% |
| RILY | New | B. RILEY FINANCIAL INC | $270,000 | – | 6,402 | +100.0% | 0.00% | – |
| AVDL | New | AVADEL PHARMACEUTICALS PLCsponsored adr | $32,000 | – | 13,000 | +100.0% | 0.00% | – |
| AZN | New | ASTRAZENECA PLCsponsored adr | $206,000 | – | 3,125 | +100.0% | 0.00% | – |
| AWH | Buy | ASPIRA WOMENS HEALTH INC | $370,000 | -38.6% | 630,520 | +8.7% | 0.00% | -100.0% |
| ARDS | New | ARIDIS PHARMACEUTICALS INC | $11,000 | – | 10,000 | +100.0% | 0.00% | – |
| VTRS | New | VIATRIS INC | $169,000 | – | 16,098 | +100.0% | 0.00% | – |
| ADM | Buy | ARCHER DANIELS MIDLAND CO | $416,000 | -10.2% | 5,367 | +4.7% | 0.00% | -100.0% |
| VRAY | VIEWRAY INC | $30,000 | -33.3% | 11,500 | 0.0% | 0.00% | -100.0% | |
| VNOM | New | VIPER ENERGY PARTNERS LP | $205,000 | – | 7,684 | +100.0% | 0.00% | – |
| AM | New | ANTERO MIDSTREAM CORP | $97,000 | – | 10,681 | +100.0% | 0.00% | – |
| NCZ | Buy | VIRTUS CONVERTIBLE & INC FD | $151,000 | +190.4% | 47,800 | +298.3% | 0.00% | -100.0% |
| NCV | Buy | VIRTUS CONVERTIBLE & INCOME | $272,000 | +20.4% | 74,000 | +64.4% | 0.00% | -100.0% |
| NFJ | Buy | VIRTUS DIVIDEND INTEREST & P | $158,000 | +4.6% | 13,706 | +30.5% | 0.00% | -100.0% |
| ANTM | Buy | ELEVANCE HEALTH INC | $248,000 | +7.4% | 513 | +8.9% | 0.00% | -100.0% |
| IDE | New | VOYA INFRASTRUCTURE INDLS & | $173,000 | – | 17,728 | +100.0% | 0.00% | – |
| WTI | W & T OFFSHORE INC | $60,000 | +13.2% | 14,000 | 0.0% | 0.00% | -100.0% | |
| WPC | Sell | WP CAREY INC | $251,000 | -51.1% | 3,026 | -52.3% | 0.00% | -100.0% |
| NLY | Sell | ANNALY CAPITAL MANAGEMENT IN | $382,000 | -77.0% | 64,677 | -72.6% | 0.00% | -100.0% |
| ANIX | ANIXA BIOSCIENCES INC | $50,000 | +13.6% | 16,200 | 0.0% | 0.00% | -100.0% | |
| AMRS | New | AMYRIS INC | $91,000 | – | 49,000 | +100.0% | 0.00% | – |
| EAD | Buy | ALLSPRING INCOME OPPORTUNITinc oppty fd | $138,000 | -15.3% | 21,300 | +3.4% | 0.00% | -100.0% |
| AMRN | Buy | AMARIN CORP PLCspons adr new | $37,000 | -43.1% | 24,600 | +23.6% | 0.00% | -100.0% |
| HIO | New | WESTERN ASSET HIGH INCOME OP | $49,000 | – | 12,266 | +100.0% | 0.00% | – |
| HYI | Sell | WESTERN ASSET HIGH YIELD DEF | $248,000 | -24.4% | 20,360 | -13.8% | 0.00% | -100.0% |
| Buy | WESTERN DIGITAL CORP.note 1.500% 2/0 | $43,000 | +79.2% | 45,000 | +80.0% | 0.00% | -100.0% | |
| ALL | Buy | ALLSTATE CORP | $308,000 | +19.4% | 2,430 | +30.6% | 0.00% | -100.0% |
| AB | Buy | ALLIANCEBERNSTEIN HLDG L Punit ltd partn | $315,000 | +9.4% | 7,566 | +23.6% | 0.00% | -100.0% |
| AWF | New | ALLIANCEBERNSTEIN GLOBAL HIG | $139,000 | – | 14,219 | +100.0% | 0.00% | – |
| XFLT | Sell | XAI OCTAGON FLOATING RATE & | $173,000 | -41.9% | 24,832 | -29.5% | 0.00% | -100.0% |
| IWO | Sell | ISHARES TRrus 2000 grw etf | $419,000 | -69.2% | 2,030 | -61.8% | 0.00% | -100.0% |
| AQNU | Buy | ALGONQUIN PWR UTILS CORPunit 99/99/9999 | $275,000 | +10.0% | 6,290 | +24.8% | 0.00% | -100.0% |
| GRMN | Sell | GARMIN LTD | $215,000 | -25.1% | 2,184 | -9.6% | 0.00% | -100.0% |
| ZBRA | Buy | ZEBRA TECHNOLOGIES CORPORATIcl a | $343,000 | -12.7% | 1,166 | +22.9% | 0.00% | -100.0% |
| IYR | Buy | ISHARES TRu.s. real es etf | $227,000 | +11.8% | 2,471 | +32.1% | 0.00% | -100.0% |
| IYJ | New | ISHARES TRus industrials | $232,000 | – | 2,630 | +100.0% | 0.00% | – |
| IYH | New | ISHARES TRus hlthcare etf | $270,000 | – | 1,004 | +100.0% | 0.00% | – |
| ZTS | Buy | ZOETIS INCcl a | $415,000 | -3.9% | 2,417 | +5.6% | 0.00% | -100.0% |
| IYF | New | ISHARES TRu.s. finls etf | $209,000 | – | 2,992 | +100.0% | 0.00% | – |
| LQD | Buy | ISHARES TRiboxx inv cp etf | $318,000 | +14.4% | 2,894 | +25.8% | 0.00% | -100.0% |
| EEM | New | ISHARES TRmsci emg mkt etf | $203,000 | – | 5,050 | +100.0% | 0.00% | – |
| EMB | Sell | ISHARES TRjpmorgan usd emg | $261,000 | -13.0% | 3,060 | -0.3% | 0.00% | -100.0% |
| ITOT | Buy | ISHARES TRcore s&p ttl stk | $229,000 | +6.0% | 2,731 | +27.3% | 0.00% | -100.0% |
| USIG | Sell | ISHARES TRusd inv grde etf | $381,000 | -8.2% | 7,483 | -0.7% | 0.00% | -100.0% |
| IGSB | Buy | ISHARES TR | $274,000 | +5.4% | 5,412 | +7.8% | 0.00% | -100.0% |
| IEI | New | ISHARES TR3 7 yr treas bd | $252,000 | – | 2,110 | +100.0% | 0.00% | – |
| ZS | Sell | ZSCALER INC | $217,000 | -54.1% | 1,454 | -25.9% | 0.00% | -100.0% |
| IAU | New | ISHARES GOLD TRishares new | $229,000 | – | 6,663 | +100.0% | 0.00% | – |
| IUS | INVESCO EXCH TRD SLF IDX FDrafi stratgic us | $205,000 | -12.8% | 5,804 | 0.0% | 0.00% | -100.0% | |
| SPLV | New | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $357,000 | – | 5,757 | +100.0% | 0.00% | – |
| PWB | New | INVESCO EXCHANGE TRADED FD Tdynmc lrg gwth | $397,000 | – | 6,768 | +100.0% | 0.00% | – |
| PEY | New | INVESCO EXCHANGE TRADED FD Thig yld eq div | $305,000 | – | 14,866 | +100.0% | 0.00% | – |
| Exit | CELULARITY INC*w exp 05/24/202 | $0 | – | -10,000 | -100.0% | -0.00% | – | |
| BTCY | Exit | BIOTRICITY INC | $0 | – | -12,500 | -100.0% | -0.00% | – |
| Exit | REDBOX ENTERTAINMENT INC | $0 | – | -10,000 | -100.0% | -0.00% | – | |
| SBEVWS | Exit | SPLASH BEVERAGE GROUP INC*w exp 06/15/202 | $0 | – | -38,500 | -100.0% | -0.00% | – |
| FTK | Exit | FLOTEK INDS INC DEL | $0 | – | -27,000 | -100.0% | -0.00% | – |
| Exit | GOLDMAN SACHS BDC INCnote 4.500% 4/0 | $0 | – | -50,000 | -100.0% | -0.00% | – | |
| EXTN | Exit | EXTERRAN CORP | $0 | – | -10,000 | -100.0% | -0.01% | – |
| MFM | Exit | MFS MUN INCOME TRsh ben int | $0 | – | -11,075 | -100.0% | -0.01% | – |
| IVR | Exit | INVESCO MORTGAGE CAPITAL INC | $0 | – | -32,668 | -100.0% | -0.01% | – |
| RWT | Exit | REDWOOD TR INC | $0 | – | -11,969 | -100.0% | -0.01% | – |
| JHAA | Exit | NUVEEN CORPORATE INCOME 2023 | $0 | – | -13,337 | -100.0% | -0.01% | – |
| BRW | Exit | SABA CAPITAL INCOME & OPRNTshares | $0 | – | -43,750 | -100.0% | -0.02% | – |
| PHO | Exit | INVESCO EXCHANGE TRADED FD Twater res etf | $0 | – | -3,818 | -100.0% | -0.02% | – |
| CALF | Exit | PACER FDS TRpacer us small | $0 | – | -5,299 | -100.0% | -0.02% | – |
| AON | Exit | AON PLC | $0 | – | -653 | -100.0% | -0.02% | – |
| POOL | Exit | POOL CORP | $0 | – | -488 | -100.0% | -0.02% | – |
| RZV | Exit | INVESCO EXCHANGE TRADED FD Ts&p sml600 val | $0 | – | -2,121 | -100.0% | -0.02% | – |
| BUFR | Exit | FIRST TR EXCHNG TRADED FD VIcboe vest us eq | $0 | – | -8,510 | -100.0% | -0.02% | – |
| EMCB | Exit | WISDOMTREE TRwsdm emktbd fd | $0 | – | -3,215 | -100.0% | -0.02% | – |
| TSM | Exit | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $0 | – | -2,105 | -100.0% | -0.02% | – |
| Exit | PROSHARES TRbitcoin strate | $0 | – | -7,617 | -100.0% | -0.02% | – | |
| PKW | Exit | INVESCO EXCHANGE TRADED FD Tbuyback achiev | $0 | – | -2,433 | -100.0% | -0.02% | – |
| SPVU | Exit | INVESCO EXCH TRADED FD TR IIs&p 500 enhncd | $0 | – | -4,809 | -100.0% | -0.02% | – |
| STAG | Exit | STAG INDL INC | $0 | – | -5,308 | -100.0% | -0.02% | – |
| NDAQ | Exit | NASDAQ INC | $0 | – | -1,280 | -100.0% | -0.02% | – |
| HES | Exit | HESS CORP | $0 | – | -2,200 | -100.0% | -0.02% | – |
| IBB | Exit | ISHARES TRishares biotech | $0 | – | -1,784 | -100.0% | -0.02% | – |
| ARKQ | Exit | ARK ETF TRautnmus technlgy | $0 | – | -3,515 | -100.0% | -0.02% | – |
| MOS | Exit | MOSAIC CO NEW | $0 | – | -3,615 | -100.0% | -0.02% | – |
| ANET | Exit | ARISTA NETWORKS INC | $0 | – | -1,800 | -100.0% | -0.02% | – |
| TRMD | Exit | TORM PLC | $0 | – | -30,000 | -100.0% | -0.02% | – |
| URI | Exit | UNITED RENTALS INC | $0 | – | -731 | -100.0% | -0.02% | – |
| Exit | DUTCH BROS INCcl a | $0 | – | -4,900 | -100.0% | -0.02% | – | |
| SNOW | Exit | SNOWFLAKE INCcl a | $0 | – | -1,199 | -100.0% | -0.02% | – |
| GSK | Exit | GLAXOSMITHKLINE PLCsponsored adr | $0 | – | -6,226 | -100.0% | -0.02% | – |
| NAD | Exit | NUVEEN QUALITY MUNCP INCOME | $0 | – | -21,091 | -100.0% | -0.02% | – |
| DHI | Exit | D R HORTON INC | $0 | – | -3,812 | -100.0% | -0.02% | – |
| CMF | Exit | ISHARES TRcalif mun bd etf | $0 | – | -4,842 | -100.0% | -0.02% | – |
| PENN | Exit | PENN NATL GAMING INC | $0 | – | -7,060 | -100.0% | -0.02% | – |
| VXF | Exit | VANGUARD INDEX FDSextend mkt etf | $0 | – | -1,812 | -100.0% | -0.02% | – |
| MQY | Exit | BLACKROCK MUNIYILD QULT FD I | $0 | – | -21,225 | -100.0% | -0.02% | – |
| CPRT | Exit | COPART INC | $0 | – | -2,335 | -100.0% | -0.02% | – |
| HR | Exit | HEALTHCARE RLTY TR | $0 | – | -11,105 | -100.0% | -0.02% | – |
| KMPR | Exit | KEMPER CORP | $0 | – | -5,433 | -100.0% | -0.02% | – |
| IJJ | Exit | ISHARES TRs&p mc 400vl etf | $0 | – | -3,113 | -100.0% | -0.03% | – |
| DFND | Exit | SIREN ETF TRdivcn divd etf | $0 | – | -9,303 | -100.0% | -0.03% | – |
| NET | Exit | CLOUDFLARE INC | $0 | – | -2,892 | -100.0% | -0.03% | – |
| QMAR | Exit | FIRST TR EXCHNG TRADED FD VIcboe vest nas100 | $0 | – | -15,500 | -100.0% | -0.03% | – |
| KOS | Exit | KOSMOS ENERGY LTD | $0 | – | -50,000 | -100.0% | -0.03% | – |
| AA | Exit | ALCOA CORP | $0 | – | -4,181 | -100.0% | -0.03% | – |
| BLOK | Exit | AMPLIFY ETF TRblockchain ldr | $0 | – | -10,865 | -100.0% | -0.03% | – |
| CLR | Exit | CONTINENTAL RES INC | $0 | – | -6,081 | -100.0% | -0.03% | – |
| ARKW | Exit | ARK ETF TRnext gnrtn inter | $0 | – | -4,294 | -100.0% | -0.03% | – |
| ILMN | Exit | ILLUMINA INC | $0 | – | -1,140 | -100.0% | -0.03% | – |
| VTWG | Exit | VANGUARD SCOTTSDALE FDSvng rus2000grw | $0 | – | -2,494 | -100.0% | -0.03% | – |
| HDV | Exit | ISHARES TRcore high dv etf | $0 | – | -3,809 | -100.0% | -0.03% | – |
| RBLX | Exit | ROBLOX CORPcl a | $0 | – | -9,277 | -100.0% | -0.03% | – |
| TER | Exit | TERADYNE INC | $0 | – | -3,703 | -100.0% | -0.03% | – |
| JMST | Exit | J P MORGAN EXCHANGE-TRADED Fultra sht muncpl | $0 | – | -9,228 | -100.0% | -0.04% | – |
| FDG | Exit | AMERICAN CENTY ETF TRfocused dynamic | $0 | – | -6,892 | -100.0% | -0.04% | – |
| SWAN | Exit | AMPLIFY ETF TRblackswan grwt | $0 | – | -16,297 | -100.0% | -0.04% | – |
| PLL | Exit | PIEDMONT LITHIUM INC | $0 | – | -7,086 | -100.0% | -0.04% | – |
| BLDR | Exit | BUILDERS FIRSTSOURCE INC | $0 | – | -8,499 | -100.0% | -0.04% | – |
| UPST | Exit | UPSTART HLDGS INC | $0 | – | -5,729 | -100.0% | -0.05% | – |
| SOXX | Exit | ISHARES TRishares semicdtr | $0 | – | -1,448 | -100.0% | -0.05% | – |
| COIN | Exit | COINBASE GLOBAL INC | $0 | – | -3,690 | -100.0% | -0.05% | – |
| SCI | Exit | SERVICE CORP INTL | $0 | – | -12,892 | -100.0% | -0.06% | – |
| XME | Exit | SPDR SER TRs&p metals mng | $0 | – | -14,987 | -100.0% | -0.07% | – |
| PMO | Exit | PUTNAM MUN OPPORTUNITIES TRsh ben int | $0 | – | -93,159 | -100.0% | -0.08% | – |
| NUSI | Exit | ETF SER SOLUTIONSnationwide nasdq | $0 | – | -46,423 | -100.0% | -0.09% | – |
| VNLA | Exit | JANUS DETROIT STR TRhendrsn shrt etf | $0 | – | -58,175 | -100.0% | -0.22% | – |
| JMBS | Exit | JANUS DETROIT STR TRhenderson mtg | $0 | – | -64,183 | -100.0% | -0.25% | – |
| PTBD | Exit | PACER FDS TRtrendpilot us bd | $0 | – | -156,013 | -100.0% | -0.29% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-09-09
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| B. Riley Wealth Management, Inc. | 25 | Q2 2022 | 6.2% |
| VANGUARD INDEX FDS VANGUARD GROWTH ETF FORMERLY VANGUARD INDEX TR VIPERS | 25 | Q2 2022 | 5.9% |
| SPDR S&P 500 TRUST | 25 | Q2 2022 | 3.5% |
| MICROSOFT CORP COM | 25 | Q2 2022 | 2.9% |
| B. Riley Wealth Management, Inc. | 25 | Q2 2022 | 4.6% |
| META PLATFORMS INC | 25 | Q2 2022 | 2.7% |
| MERCK & CO INC NEW COM | 25 | Q2 2022 | 1.6% |
| B. Riley Wealth Management, Inc. | 25 | Q2 2022 | 1.9% |
| PFIZER INC COM | 25 | Q2 2022 | 1.4% |
| ENTERPRISE PRODS PARTNERS L P COM | 25 | Q2 2022 | 1.4% |
View B. Riley Wealth Management, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2022-09-09 |
| 13F-HR | 2022-05-10 |
| 13F-HR | 2022-02-10 |
| 13F-HR | 2021-11-12 |
| 13F-HR | 2021-08-12 |
| 13F-HR | 2021-05-17 |
| 13F-HR | 2021-02-11 |
| 13F-HR | 2020-11-12 |
| 13F-HR | 2020-08-17 |
| 13F-HR | 2020-05-15 |
View B. Riley Wealth Management, Inc.'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.