$825 Million is the total value of Stonebridge Capital Advisors LLC's 970 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 25.6% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Buy | APPLE INC COMstock | $44,570,000 | -20.1% | 325,994 | +2.0% | 5.40% | -10.4% |
| MSFT | Buy | MICROSOFT CORP COMstock | $26,553,000 | -11.7% | 103,386 | +6.0% | 3.22% | -1.0% |
| GOOGL | Buy | ALPHABET INC CAP STK CL Astock | $21,830,000 | +1.8% | 10,017 | +30.0% | 2.64% | +14.2% |
| IVV | Buy | ISHARES CORE S&P 500 ETFetf | $18,757,000 | -15.7% | 49,472 | +0.9% | 2.27% | -5.4% |
| PG | Buy | PROCTER AND GAMBLE CO COMstock | $17,365,000 | -2.9% | 120,765 | +3.2% | 2.10% | +8.8% |
| KO | Sell | COCA COLA CO COMstock | $15,695,000 | +1.3% | 249,485 | -0.2% | 1.90% | +13.6% |
| JPM | Buy | JPMORGAN CHASE & CO COMstock | $15,025,000 | -13.3% | 133,426 | +4.9% | 1.82% | -2.8% |
| MCD | Buy | MCDONALDS CORP COMstock | $14,719,000 | +0.7% | 59,620 | +0.8% | 1.78% | +12.9% |
| QCOM | Buy | QUALCOMM INC COMstock | $14,535,000 | -12.9% | 113,785 | +4.2% | 1.76% | -2.3% |
| JNJ | Buy | JOHNSON & JOHNSON COMstock | $13,840,000 | +2.2% | 77,970 | +2.0% | 1.68% | +14.6% |
| HD | Buy | HOME DEPOT INC COMstock | $13,575,000 | +35.1% | 49,494 | +47.4% | 1.64% | +51.5% |
| BSCN | Buy | INVESCO BULLETSHARES 2023 CORPORATE BOND ETFetf | $12,490,000 | +8.1% | 596,159 | +8.9% | 1.51% | +21.3% |
| BLK | Buy | BLACKROCK INC COMstock | $12,399,000 | -2.1% | 20,359 | +22.8% | 1.50% | +9.7% |
| BSCM | Sell | INVESCO BULLETSHARES 2022 CORPORATE BOND ETFetf | $12,290,000 | -2.9% | 580,004 | -2.5% | 1.49% | +8.9% |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO COMstock | $12,274,000 | +4.1% | 159,400 | -1.2% | 1.49% | +16.8% |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC COMstock | $11,868,000 | -5.9% | 21,845 | +2.3% | 1.44% | +5.6% |
| AMZN | Buy | AMAZON COM INC COMstock | $11,707,000 | -32.2% | 110,225 | +1980.1% | 1.42% | -24.0% |
| MRK | Sell | MERCK & CO INC COMstock | $11,603,000 | +10.6% | 127,262 | -0.5% | 1.41% | +24.0% |
| V | Buy | VISA INC COM CL Astock | $11,566,000 | -9.6% | 58,741 | +1.8% | 1.40% | +1.4% |
| XOM | Sell | EXXON MOBIL CORP COMstock | $11,276,000 | +3.5% | 131,670 | -0.2% | 1.37% | +16.1% |
| VZ | Buy | VERIZON COMMUNICATIONS INC COMstock | $11,197,000 | +1.5% | 220,624 | +1.9% | 1.36% | +13.8% |
| UNH | Buy | UNITEDHEALTH GROUP INC COMstock | $10,950,000 | +2.1% | 21,318 | +1.3% | 1.33% | +14.5% |
| BSCO | Buy | INVESCO BULLETSHARES 2024 CORPORATE BOND ETFetf | $10,846,000 | +6.5% | 522,944 | +8.2% | 1.31% | +19.5% |
| CVS | Buy | CVS HEALTH CORP COMstock | $10,752,000 | -7.7% | 116,041 | +0.8% | 1.30% | +3.5% |
| CVX | Sell | CHEVRON CORP NEW COMstock | $10,530,000 | -29.1% | 72,730 | -20.2% | 1.28% | -20.4% |
| DVY | Sell | ISHARES SELECT DIVIDEND ETFetf | $10,434,000 | -8.8% | 88,672 | -0.7% | 1.26% | +2.3% |
| TFC | Buy | TRUIST FINL CORP COMstock | $10,100,000 | -13.3% | 212,955 | +3.7% | 1.22% | -2.7% |
| USB | Buy | US BANCORP DEL COM NEWstock | $10,094,000 | -3.2% | 219,344 | +11.8% | 1.22% | +8.5% |
| WMT | Buy | WALMART INC COMstock | $9,870,000 | -17.3% | 81,184 | +1.3% | 1.20% | -7.2% |
| D | Sell | DOMINION ENERGY INC COMstock | $9,737,000 | -6.5% | 121,998 | -0.5% | 1.18% | +4.9% |
| NKE | Buy | NIKE INC CL Bstock | $9,699,000 | -23.8% | 94,904 | +0.3% | 1.18% | -14.5% |
| FDX | Buy | FEDEX CORP COMstock | $9,468,000 | -1.8% | 41,761 | +0.3% | 1.15% | +10.2% |
| T | Buy | AT&T INC COMstock | $9,459,000 | -6.3% | 451,277 | +5.7% | 1.15% | +5.1% |
| DIS | Buy | DISNEY WALT CO COMstock | $9,235,000 | -28.9% | 97,825 | +3.3% | 1.12% | -20.2% |
| ABBV | Sell | ABBVIE INC COMstock | $9,136,000 | -48.7% | 59,647 | -45.7% | 1.11% | -42.4% |
| MDT | Buy | MEDTRONIC PLC SHSstock | $9,023,000 | -15.0% | 100,530 | +5.1% | 1.09% | -4.7% |
| TSN | Buy | TYSON FOODS INC CL Astock | $8,711,000 | -2.7% | 101,225 | +1.4% | 1.06% | +9.2% |
| KMI | Buy | KINDER MORGAN INC DEL COMstock | $8,404,000 | -10.7% | 501,446 | +0.7% | 1.02% | +0.1% |
| HON | Buy | HONEYWELL INTL INC COMstock | $8,334,000 | -5.6% | 47,950 | +5.6% | 1.01% | +5.9% |
| STZ | Sell | CONSTELLATION BRANDS INC CL Astock | $8,270,000 | +0.2% | 35,483 | -1.0% | 1.00% | +12.3% |
| TRV | Sell | TRAVELERS COMPANIES INC COMstock | $7,959,000 | -9.1% | 47,056 | -1.8% | 0.96% | +1.9% |
| FB | Buy | META PLATFORMS INC CL Astock | $7,592,000 | -25.2% | 47,085 | +3.2% | 0.92% | -16.1% |
| IVZ | Sell | INVESCO LTD SHSstock | $7,579,000 | -43.0% | 469,883 | -18.5% | 0.92% | -36.1% |
| AEM | Buy | AGNICO EAGLE MINES LTD COMstock | $7,439,000 | -24.8% | 162,572 | +0.7% | 0.90% | -15.7% |
| ORCL | Buy | ORACLE CORP COMstock | $7,342,000 | +2124.8% | 105,075 | +2533.5% | 0.89% | +2372.2% |
| DAL | Buy | DELTA AIR LINES INC DEL COM NEWstock | $7,159,000 | -26.7% | 247,111 | +0.2% | 0.87% | -17.7% |
| BSCP | Buy | INVESCO BULLETSHARES 2025 CORPORATE BOND ETFetf | $7,128,000 | +2.5% | 348,719 | +4.8% | 0.86% | +14.9% |
| INTC | Sell | INTEL CORP COMstock | $7,090,000 | -37.4% | 189,511 | -17.0% | 0.86% | -29.8% |
| ADI | Buy | ANALOG DEVICES INC COMstock | $6,938,000 | -11.3% | 47,490 | +0.3% | 0.84% | -0.5% |
| DEO | Buy | DIAGEO PLC SPON ADR NEWadr | $6,624,000 | -14.1% | 38,041 | +0.2% | 0.80% | -3.6% |
| HII | Buy | HUNTINGTON INGALLS INDS INC COMstock | $6,368,000 | +11.4% | 29,235 | +2.0% | 0.77% | +25.1% |
| MCHP | Buy | MICROCHIP TECHNOLOGY INC. COMstock | $6,152,000 | -1.2% | 105,926 | +27.9% | 0.74% | +10.7% |
| GILD | Sell | GILEAD SCIENCES INC COMstock | $5,984,000 | -1.3% | 96,815 | -5.0% | 0.72% | +10.7% |
| ONB | Buy | OLD NATL BANCORP IND COMstock | $5,683,000 | -3.4% | 384,271 | +7.0% | 0.69% | +8.3% |
| CRM | Buy | SALESFORCE INC COMstock | $4,964,000 | +475.9% | 30,079 | +640.5% | 0.60% | +547.3% |
| BHP | Buy | BHP GROUP LTD SPONSORED ADSadr | $4,744,000 | -27.1% | 84,442 | +0.2% | 0.58% | -18.2% |
| COP | Buy | CONOCOPHILLIPS COMstock | $4,663,000 | -9.6% | 51,916 | +0.7% | 0.56% | +1.4% |
| IBMK | Sell | ISHARES IBONDS DEC 2022 TERM MUNI BOND ETFetf | $4,519,000 | -0.4% | 174,395 | -0.3% | 0.55% | +11.8% |
| GS | Buy | GOLDMAN SACHS GROUP INC COMstock | $4,299,000 | -9.0% | 14,473 | +1.1% | 0.52% | +2.2% |
| BA | Buy | BOEING CO COMstock | $4,301,000 | -28.4% | 31,462 | +0.2% | 0.52% | -19.7% |
| IWP | Sell | ISHARES RUSSELL MID-CAP GROWTH ETFetf | $4,258,000 | -22.5% | 53,755 | -1.7% | 0.52% | -13.1% |
| SCHV | Sell | SCHWAB U.S. LARGE-CAP VALUE ETFetf | $3,683,000 | -13.2% | 58,999 | -0.8% | 0.45% | -2.8% |
| NVDA | Buy | NVIDIA CORPORATION COMstock | $3,651,000 | -30.0% | 24,087 | +26.1% | 0.44% | -21.5% |
| RTX | Buy | RAYTHEON TECHNOLOGIES CORP COMstock | $3,584,000 | +1.6% | 37,292 | +4.7% | 0.43% | +13.9% |
| VEU | Buy | VANGUARD FTSE ALL-WORLD EX US INDEX FUNDetf | $3,281,000 | -9.4% | 65,682 | +4.4% | 0.40% | +1.8% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS COMstock | $3,269,000 | +10.2% | 23,156 | +1.5% | 0.40% | +23.8% |
| SRE | Buy | SEMPRA COMstock | $3,250,000 | -9.5% | 21,630 | +1.3% | 0.39% | +1.5% |
| IBMM | Buy | ISHARES IBONDS DEC 2024 TERM MUNI BOND ETFetf | $3,232,000 | +19.9% | 124,306 | +19.9% | 0.39% | +34.7% |
| SCHW | Buy | SCHWAB CHARLES CORP COMstock | $3,190,000 | -23.9% | 50,492 | +1.6% | 0.39% | -14.6% |
| IBML | Buy | ISHARES IBONDS DEC 2023 TERM MUNI BOND ETFetf | $3,125,000 | +4.2% | 122,555 | +4.1% | 0.38% | +17.0% |
| ENB | Buy | ENBRIDGE INC COMstock | $3,101,000 | -6.3% | 73,473 | +2.3% | 0.38% | +5.0% |
| LH | Sell | LABORATORY CORP AMER HLDGS COM NEWstock | $3,033,000 | -16.6% | 12,943 | -6.1% | 0.37% | -6.4% |
| ETN | Buy | EATON CORP PLC SHSstock | $2,871,000 | -15.4% | 22,789 | +1.9% | 0.35% | -5.2% |
| CF | Buy | CF INDS HLDGS INC COMstock | $2,846,000 | -15.6% | 33,196 | +1.5% | 0.34% | -5.2% |
| PEAK | Buy | HEALTHPEAK PROPERTIES INC COMreit | $2,821,000 | -23.8% | 108,886 | +1.0% | 0.34% | -14.5% |
| GOOG | Buy | ALPHABET INC CAP STK CL Cstock | $2,662,000 | -19.4% | 1,217 | +3.0% | 0.32% | -9.5% |
| MMM | Buy | 3M CO COMstock | $2,647,000 | -10.6% | 20,457 | +2.8% | 0.32% | +0.3% |
| UPS | Buy | UNITED PARCEL SERVICE INC CL Bstock | $2,633,000 | -13.6% | 14,422 | +1.5% | 0.32% | -3.0% |
| GGG | Buy | GRACO INC COMstock | $2,588,000 | -8.9% | 43,564 | +6.9% | 0.31% | +2.3% |
| ANTM | Sell | ELEVANCE HEALTH INC COMstock | $2,556,000 | -3.4% | 5,297 | -1.6% | 0.31% | +8.4% |
| BSCS | Sell | INVESCO BULLETSHARES 2028 CORPORATE BOND ETFetf | $2,453,000 | -7.8% | 122,889 | -2.5% | 0.30% | +3.5% |
| WFC | Sell | WELLS FARGO CO NEW COMstock | $2,363,000 | -19.2% | 60,323 | -0.1% | 0.29% | -9.5% |
| CSCO | Sell | CISCO SYS INC COMstock | $2,241,000 | -78.7% | 52,548 | -72.1% | 0.27% | -76.0% |
| KHC | Buy | KRAFT HEINZ CO COMstock | $2,220,000 | +1.2% | 58,204 | +4.5% | 0.27% | +13.5% |
| NWL | Buy | NEWELL BRANDS INC COMstock | $2,200,000 | -10.4% | 115,526 | +0.8% | 0.27% | +0.8% |
| PEP | Sell | PEPSICO INC COMstock | $2,195,000 | -2.2% | 13,169 | -1.8% | 0.27% | +9.5% |
| ABT | Sell | ABBOTT LABS COMstock | $2,172,000 | -8.4% | 19,992 | -0.2% | 0.26% | +2.7% |
| TGT | Buy | TARGET CORP COMstock | $2,134,000 | -32.1% | 15,107 | +2.0% | 0.26% | -23.8% |
| DUK | Buy | DUKE ENERGY CORP NEW COM NEWstock | $2,061,000 | +0.6% | 19,225 | +4.8% | 0.25% | +13.1% |
| WINA | New | WINMARK CORP COMstock | $2,048,000 | – | 10,470 | +100.0% | 0.25% | – |
| PRU | Buy | PRUDENTIAL FINL INC COMstock | $2,037,000 | -18.1% | 21,286 | +1.1% | 0.25% | -8.2% |
| IWF | Sell | ISHARES RUSSELL 1000 GROWTH ETFetf | $2,009,000 | -23.8% | 9,184 | -3.3% | 0.24% | -14.7% |
| EXPE | Buy | EXPEDIA GROUP INC COM NEWstock | $1,995,000 | -46.7% | 21,035 | +10.0% | 0.24% | -40.1% |
| DAR | Sell | DARLING INGREDIENTS INC COMstock | $1,990,000 | -28.8% | 33,275 | -4.2% | 0.24% | -20.2% |
| BLL | Buy | BALL CORP COMstock | $1,949,000 | -21.7% | 28,335 | +2.4% | 0.24% | -12.3% |
| ADBE | Sell | ADOBE SYSTEMS INCORPORATED COMstock | $1,943,000 | -20.3% | 5,308 | -0.9% | 0.24% | -11.0% |
| HAS | Buy | HASBRO INC COMstock | $1,910,000 | +0.8% | 23,329 | +0.9% | 0.23% | +12.7% |
| SYY | Sell | SYSCO CORP COMstock | $1,902,000 | +3.3% | 22,456 | -0.4% | 0.23% | +15.6% |
| IQV | Buy | IQVIA HLDGS INC COMstock | $1,870,000 | -2.1% | 8,620 | +4.3% | 0.23% | +10.2% |
| SBUX | Buy | STARBUCKS CORP COMstock | $1,872,000 | -13.7% | 24,512 | +2.9% | 0.23% | -3.0% |
| IBMN | Buy | ISHARES IBONDS DEC 2025 TERM MUNI BOND ETFetf | $1,850,000 | +11.1% | 69,479 | +11.2% | 0.22% | +24.4% |
| ACWX | Sell | ISHARES MSCI ACWI EX US INDEX FUNDetf | $1,807,000 | -18.1% | 40,145 | -4.9% | 0.22% | -8.0% |
| HSY | Sell | HERSHEY CO COMstock | $1,749,000 | -1.9% | 8,131 | -1.2% | 0.21% | +9.8% |
| SYK | Sell | STRYKER CORPORATION COMstock | $1,738,000 | -27.6% | 8,736 | -2.7% | 0.21% | -18.5% |
| BAC | Buy | BK OF AMERICA CORP COMstock | $1,585,000 | +26.6% | 50,915 | +67.7% | 0.19% | +42.2% |
| C | Sell | CITIGROUP INC COM NEWstock | $1,475,000 | -18.1% | 32,078 | -4.8% | 0.18% | -7.7% |
| UNP | Buy | UNION PAC CORP COMstock | $1,432,000 | -21.3% | 6,716 | +0.9% | 0.17% | -11.7% |
| EOG | Buy | EOG RES INC COMstock | $1,379,000 | -4.8% | 12,487 | +2.8% | 0.17% | +7.1% |
| New | WARNER BROS DISCOVERY INC COM SER Astock | $1,303,000 | – | 97,117 | +100.0% | 0.16% | – | |
| MAR | Buy | MARRIOTT INTL INC NEW CL Astock | $1,234,000 | -19.0% | 9,076 | +4.7% | 0.15% | -9.1% |
| ACN | Buy | ACCENTURE PLC IRELAND SHS CLASS Astock | $1,236,000 | +168.1% | 4,452 | +225.4% | 0.15% | +200.0% |
| IWM | Sell | ISHARES RUSSELL 2000 ETFetf | $1,232,000 | -17.8% | 7,274 | -0.4% | 0.15% | -8.0% |
| IGSB | Buy | ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFetf | $1,156,000 | +0.1% | 22,859 | +2.4% | 0.14% | +12.0% |
| PFE | Sell | PFIZER INC COMstock | $1,114,000 | -2.8% | 21,241 | -4.1% | 0.14% | +8.9% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DEL CL B NEWstock | $1,100,000 | -23.6% | 4,029 | -1.2% | 0.13% | -14.7% |
| GIS | Sell | GENERAL MLS INC COMstock | $1,065,000 | -3.3% | 14,118 | -13.1% | 0.13% | +8.4% |
| CRWD | Buy | CROWDSTRIKE HLDGS INC CL Astock | $994,000 | -24.6% | 5,898 | +1.6% | 0.12% | -15.5% |
| Sell | GENERAL ELECTRIC CO COM NEWstock | $927,000 | -34.1% | 14,560 | -5.3% | 0.11% | -26.3% | |
| EW | EDWARDS LIFESCIENCES CORP COMstock | $863,000 | -19.2% | 9,075 | 0.0% | 0.10% | -8.7% | |
| LNT | Buy | ALLIANT ENERGY CORP COMstock | $847,000 | -6.1% | 14,448 | +0.0% | 0.10% | +6.2% |
| AMAT | Sell | APPLIED MATLS INC COMstock | $831,000 | -35.2% | 9,136 | -6.1% | 0.10% | -27.3% |
| MRVL | Buy | MARVELL TECHNOLOGY INC COMstock | $782,000 | -36.9% | 17,963 | +3.9% | 0.10% | -29.1% |
| TTC | Buy | TORO CO COMstock | $727,000 | +9.2% | 9,597 | +23.2% | 0.09% | +22.2% |
| SPY | Sell | SPDR S&P 500 ETFetf | $716,000 | -17.8% | 1,898 | -1.6% | 0.09% | -7.4% |
| ASB | ASSOCIATED BANC CORP COMstock | $694,000 | -19.8% | 38,000 | 0.0% | 0.08% | -9.7% | |
| XEL | Sell | XCEL ENERGY INC COMstock | $670,000 | -3.0% | 9,464 | -1.2% | 0.08% | +8.0% |
| LLY | Sell | LILLY ELI & CO COMstock | $651,000 | +11.9% | 2,007 | -1.2% | 0.08% | +25.4% |
| EEM | ISHARES MSCI EMERGING MARKETS ETFetf | $648,000 | -11.2% | 16,170 | 0.0% | 0.08% | 0.0% | |
| WOPEY | New | WOODSIDE ENERGY GROUP LTD SPONSORED ADRadr | $652,000 | – | 30,263 | +100.0% | 0.08% | – |
| KMB | Sell | KIMBERLY-CLARK CORP COMstock | $629,000 | +5.0% | 4,657 | -4.2% | 0.08% | +16.9% |
| CAT | Sell | CATERPILLAR INC COMstock | $604,000 | -21.1% | 3,376 | -1.7% | 0.07% | -12.0% |
| ITOT | Sell | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETFetf | $580,000 | -20.4% | 6,921 | -4.2% | 0.07% | -11.4% |
| NEE | Sell | NEXTERA ENERGY INC COMstock | $579,000 | -9.1% | 7,478 | -0.6% | 0.07% | +1.4% |
| ECL | ECOLAB INC COMstock | $493,000 | -12.9% | 3,205 | 0.0% | 0.06% | -1.6% | |
| ROK | Buy | ROCKWELL AUTOMATION INC COMstock | $499,000 | -6.2% | 2,506 | +31.8% | 0.06% | +5.3% |
| APD | AIR PRODS & CHEMS INC COMstock | $484,000 | -3.8% | 2,012 | 0.0% | 0.06% | +9.3% | |
| New | GSK PLC SPONSORED ADRadr | $457,000 | – | 10,495 | +100.0% | 0.06% | – | |
| IBMQ | Buy | ISHARES IBONDS DEC 2028 TERM MUNI BOND ETFetf | $442,000 | +6.0% | 17,640 | +7.8% | 0.05% | +20.0% |
| SLB | Sell | SCHLUMBERGER LTD COM STKstock | $448,000 | -13.8% | 12,532 | -0.4% | 0.05% | -3.6% |
| SNOW | Buy | SNOWFLAKE INC CL Astock | $439,000 | -31.9% | 3,158 | +12.2% | 0.05% | -24.3% |
| BSCQ | Buy | INVESCO BULLETSHARES 2026 CORPORATE BOND ETFetf | $417,000 | +23.4% | 21,643 | +28.0% | 0.05% | +37.8% |
| PAYC | Buy | PAYCOM SOFTWARE INC COMstock | $422,000 | +72.2% | 1,506 | +113.3% | 0.05% | +96.2% |
| HXL | HEXCEL CORP NEW COMstock | $417,000 | -12.0% | 7,968 | 0.0% | 0.05% | 0.0% | |
| CMCSA | Sell | COMCAST CORP NEW CL Astock | $419,000 | -16.5% | 10,679 | -0.4% | 0.05% | -5.6% |
| SPAB | Buy | SPDR PORTFOLIO AGGREGATE BOND ETFetf | $413,000 | -4.6% | 15,670 | +0.6% | 0.05% | +6.4% |
| PYPL | Buy | PAYPAL HLDGS INC COMstock | $414,000 | -36.0% | 5,931 | +6.1% | 0.05% | -28.6% |
| SO | Buy | SOUTHERN CO COMstock | $386,000 | +4.3% | 5,417 | +6.0% | 0.05% | +17.5% |
| VOO | Sell | VANGUARD S&P 500 ETFetf | $376,000 | -21.7% | 1,085 | -6.1% | 0.05% | -11.5% |
| PM | PHILIP MORRIS INTL INC COMstock | $380,000 | +5.3% | 3,846 | 0.0% | 0.05% | +17.9% | |
| TTWO | Buy | TAKE-TWO INTERACTIVE SOFTWARE COMstock | $372,000 | +2761.5% | 3,040 | +3394.3% | 0.04% | +4400.0% |
| DRI | Sell | DARDEN RESTAURANTS INC COMstock | $370,000 | -16.1% | 3,268 | -1.4% | 0.04% | -6.2% |
| AVGO | Buy | BROADCOM INC COMstock | $363,000 | +14.5% | 748 | +48.4% | 0.04% | +29.4% |
| VIG | Sell | VANGUARD DIVIDEND APPRECIATION INDEX FUNDetf | $355,000 | -17.2% | 2,475 | -6.5% | 0.04% | -6.5% |
| F | Sell | FORD MTR CO DEL COMstock | $357,000 | -37.5% | 32,067 | -5.0% | 0.04% | -30.6% |
| LMT | LOCKHEED MARTIN CORP COMstock | $345,000 | -2.5% | 802 | 0.0% | 0.04% | +10.5% | |
| CHRW | C H ROBINSON WORLDWIDE INC COM NEWstock | $350,000 | -5.9% | 3,457 | 0.0% | 0.04% | +5.0% | |
| LFUS | Buy | LITTELFUSE INC COMstock | $349,000 | +52.4% | 1,375 | +49.5% | 0.04% | +68.0% |
| ONTO | ONTO INNOVATION INC COMstock | $331,000 | -19.7% | 4,741 | 0.0% | 0.04% | -11.1% | |
| DIA | SPDR DOW JONES INDUSTRIAL AVERAGE ETFetf | $331,000 | -11.3% | 1,076 | 0.0% | 0.04% | 0.0% | |
| SDY | Sell | SPDR S&P DIVIDEND ETFetf | $325,000 | -8.2% | 2,740 | -0.9% | 0.04% | +2.6% |
| MA | Sell | MASTERCARD INCORPORATED CL Astock | $313,000 | -14.9% | 991 | -3.8% | 0.04% | -5.0% |
| LUV | Sell | SOUTHWEST AIRLS CO COMstock | $307,000 | -22.5% | 8,498 | -1.6% | 0.04% | -14.0% |
| CL | COLGATE PALMOLIVE CO COMstock | $301,000 | +5.6% | 3,756 | 0.0% | 0.04% | +16.1% | |
| FISV | Buy | FISERV INC COMstock | $298,000 | +29.0% | 3,348 | +47.0% | 0.04% | +44.0% |
| COST | Sell | COSTCO WHSL CORP NEW COMstock | $293,000 | -18.6% | 612 | -2.1% | 0.04% | -7.7% |
| HRL | HORMEL FOODS CORP COMstock | $288,000 | -8.0% | 6,074 | 0.0% | 0.04% | +2.9% | |
| GLD | Sell | SPDR GOLD SHARESetf | $289,000 | -13.5% | 1,715 | -7.1% | 0.04% | -2.8% |
| EXC | EXELON CORP COMstock | $279,000 | -5.1% | 6,165 | 0.0% | 0.03% | +6.2% | |
| VEA | Buy | VANGUARD FTSE DEVELOPED MARKETS ETFetf | $284,000 | -10.1% | 6,960 | +5.7% | 0.03% | 0.0% |
| NSC | Sell | NORFOLK SOUTHN CORP COMstock | $275,000 | -26.5% | 1,210 | -7.6% | 0.03% | -17.5% |
| AWR | AMER STATES WTR CO COMstock | $269,000 | -8.5% | 3,300 | 0.0% | 0.03% | +3.1% | |
| VO | Sell | VANGUARD MID-CAP INDEX FUNDetf | $252,000 | -25.0% | 1,279 | -9.4% | 0.03% | -13.9% |
| IBMO | Buy | ISHARES IBONDS DEC 2026 TERM MUNI BOND ETFetf | $254,000 | +25.7% | 10,012 | +26.5% | 0.03% | +40.9% |
| AXP | Sell | AMERICAN EXPRESS CO COMstock | $253,000 | -27.9% | 1,828 | -2.7% | 0.03% | -18.4% |
| RF | REGIONS FINANCIAL CORP NEW COMstock | $249,000 | -15.6% | 13,264 | 0.0% | 0.03% | -6.2% | |
| FCX | FREEPORT-MCMORAN INC CL Bstock | $237,000 | -41.2% | 8,094 | 0.0% | 0.03% | -34.1% | |
| BRO | BROWN & BROWN INC COMstock | $239,000 | -19.3% | 4,100 | 0.0% | 0.03% | -9.4% | |
| CHE | CHEMED CORP NEW COMstock | $236,000 | -7.5% | 503 | 0.0% | 0.03% | +3.6% | |
| FAST | FASTENAL CO COMstock | $240,000 | -16.1% | 4,813 | 0.0% | 0.03% | -6.5% | |
| RY | New | ROYAL BK CDA COMstock | $239,000 | – | 2,470 | +100.0% | 0.03% | – |
| TSLA | Sell | TESLA INC COMstock | $234,000 | -38.4% | 348 | -1.4% | 0.03% | -31.7% |
| MDLZ | Sell | MONDELEZ INTL INC CL Astock | $231,000 | -2.9% | 3,724 | -1.6% | 0.03% | +7.7% |
| MMP | Sell | MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LPstock | $233,000 | -4.5% | 4,872 | -2.0% | 0.03% | +7.7% |
| SNA | SNAP ON INC COMstock | $227,000 | -4.2% | 1,152 | 0.0% | 0.03% | +7.7% | |
| AKAM | Sell | AKAMAI TECHNOLOGIES INC COMstock | $233,000 | -82.0% | 2,555 | -76.4% | 0.03% | -80.0% |
| TSM | Sell | TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADSadr | $221,000 | -27.1% | 2,706 | -6.9% | 0.03% | -18.2% |
| CAG | CONAGRA BRANDS INC COMstock | $219,000 | +1.9% | 6,400 | 0.0% | 0.03% | +17.4% | |
| SPTI | SPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETFetf | $217,000 | -2.7% | 7,370 | 0.0% | 0.03% | +8.3% | |
| LHX | Sell | L3HARRIS TECHNOLOGIES INC COMstock | $217,000 | -5.2% | 897 | -2.7% | 0.03% | +4.0% |
| VUG | Sell | VANGUARD GROWTH INDEX FUNDetf | $217,000 | -23.3% | 973 | -1.2% | 0.03% | -16.1% |
| VTIP | Sell | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETFetf | $215,000 | -2.3% | 4,289 | -0.0% | 0.03% | +8.3% |
| TECH | BIO-TECHNE CORP COMstock | $218,000 | -19.9% | 629 | 0.0% | 0.03% | -10.3% | |
| GSLC | GOLDMAN SACHS ACTIVEBETA U.S. LARGE CAP EQUITY ETFetf | $216,000 | -16.0% | 2,881 | 0.0% | 0.03% | -7.1% | |
| CTSH | Sell | COGNIZANT TECHNOLOGY SOLUTIONS CL Astock | $212,000 | -26.9% | 3,144 | -2.8% | 0.03% | -16.1% |
| ETB | EATON VANCE TAX MNGED BUY WRIT COMcef | $210,000 | -11.4% | 14,000 | 0.0% | 0.02% | -3.8% | |
| MCI | Sell | BARINGS CORPORATE INVS COMcef | $203,000 | -17.1% | 15,175 | -5.8% | 0.02% | -3.8% |
| TIP | Sell | ISHARES TIPS BOND ETFetf | $194,000 | -8.5% | 1,701 | -0.1% | 0.02% | +4.3% |
| AWK | AMERICAN WTR WKS CO INC NEW COMstock | $201,000 | -9.9% | 1,350 | 0.0% | 0.02% | 0.0% | |
| VTV | Buy | VANGUARD VALUE INDEX FUNDetf | $197,000 | -3.4% | 1,491 | +7.8% | 0.02% | +9.1% |
| MSI | Sell | MOTOROLA SOLUTIONS INC COM NEWstock | $197,000 | -14.0% | 939 | -0.8% | 0.02% | -4.0% |
| DCI | DONALDSON INC COMstock | $195,000 | -7.1% | 4,045 | 0.0% | 0.02% | +4.3% | |
| BP | Sell | BP PLC SPONSORED ADRadr | $198,000 | -55.8% | 6,988 | -54.1% | 0.02% | -50.0% |
| ADP | Sell | AUTOMATIC DATA PROCESSING INC COMstock | $193,000 | -40.2% | 921 | -35.1% | 0.02% | -34.3% |
| AMT | Buy | AMERICAN TOWER CORP NEW COMreit | $192,000 | +69.9% | 750 | +66.7% | 0.02% | +91.7% |
| WY | Sell | WEYERHAEUSER CO MTN BE COM NEWreit | $186,000 | -15.1% | 5,620 | -2.9% | 0.02% | -4.2% |
| AMGN | Sell | AMGEN INC COMstock | $188,000 | -6.5% | 774 | -7.1% | 0.02% | +4.5% |
| SQM | SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER Badr | $192,000 | -2.5% | 2,300 | 0.0% | 0.02% | +9.5% | |
| BAX | Buy | BAXTER INTL INC COMstock | $186,000 | -11.8% | 2,901 | +6.8% | 0.02% | 0.0% |
| IEMG | Sell | ISHARES CORE MSCI EMERGING MARKETS ETFetf | $185,000 | -13.1% | 3,771 | -1.4% | 0.02% | -4.3% |
| BKR | Buy | BAKER HUGHES COMPANY CL Astock | $178,000 | -19.5% | 6,163 | +1.6% | 0.02% | -8.3% |
| LVS | Sell | LAS VEGAS SANDS CORP COMstock | $174,000 | -58.8% | 5,181 | -52.3% | 0.02% | -54.3% |
| Sell | SHELL PLC SPON ADSadr | $174,000 | -7.4% | 3,334 | -2.8% | 0.02% | +5.0% | |
| PDCO | PATTERSON COS INC COMstock | $170,000 | -6.1% | 5,600 | 0.0% | 0.02% | +5.0% | |
| TNC | Buy | TENNANT CO COMstock | $163,000 | +5.8% | 2,750 | +41.0% | 0.02% | +17.6% |
| NOC | NORTHROP GRUMMAN CORP COMstock | $163,000 | +7.2% | 340 | 0.0% | 0.02% | +25.0% | |
| VTI | Sell | VANGUARD TOTAL STOCK MARKET INDEX FUNDetf | $164,000 | -45.0% | 868 | -33.7% | 0.02% | -37.5% |
| XLK | Sell | TECHNOLOGY SELECT SECTOR SPDR FUNDetf | $155,000 | -21.3% | 1,218 | -1.6% | 0.02% | -9.5% |
| FUL | FULLER H B CO COMstock | $160,000 | -8.6% | 2,650 | 0.0% | 0.02% | 0.0% | |
| QQQ | Buy | INVESCO QQQ TRUSTetf | $156,000 | +7.6% | 556 | +38.7% | 0.02% | +18.8% |
| MO | Sell | ALTRIA GROUP INC COMstock | $160,000 | -24.9% | 3,839 | -6.0% | 0.02% | -17.4% |
| HAL | HALLIBURTON CO COMstock | $160,000 | -17.1% | 5,100 | 0.0% | 0.02% | -9.5% | |
| NUE | NUCOR CORP COMstock | $146,000 | -29.8% | 1,398 | 0.0% | 0.02% | -18.2% | |
| DD | Buy | DUPONT DE NEMOURS INC COMstock | $147,000 | -21.8% | 2,643 | +3.2% | 0.02% | -10.0% |
| LW | LAMB WESTON HLDGS INC COMstock | $152,000 | +18.8% | 2,133 | 0.0% | 0.02% | +28.6% | |
| MU | MICRON TECHNOLOGY INC COMstock | $149,000 | -29.0% | 2,695 | 0.0% | 0.02% | -21.7% | |
| LQD | Buy | ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETFetf | $151,000 | -5.6% | 1,372 | +3.9% | 0.02% | +5.9% |
| PHYS | SPROTT PHYSICAL GOLD TR UNITcef | $145,000 | -8.2% | 10,250 | 0.0% | 0.02% | +5.9% | |
| MOS | Buy | MOSAIC CO NEW COMstock | $150,000 | -27.9% | 3,185 | +1.6% | 0.02% | -18.2% |
| NHC | Sell | NATIONAL HEALTHCARE CORP COMstock | $147,000 | -13.0% | 2,100 | -12.5% | 0.02% | 0.0% |
| CDNS | Buy | CADENCE DESIGN SYSTEM INC COMstock | $150,000 | +354.5% | 1,000 | +400.0% | 0.02% | +350.0% |
| ENTG | Buy | ENTEGRIS INC COMstock | $144,000 | +24.1% | 1,567 | +77.7% | 0.02% | +30.8% |
| BND | Sell | VANGUARD TOTAL BOND MARKET INDEX FUNDetf | $141,000 | -9.0% | 1,873 | -3.9% | 0.02% | 0.0% |
| NVT | Sell | NVENT ELECTRIC PLC SHSstock | $141,000 | -12.4% | 4,500 | -2.7% | 0.02% | 0.0% |
| ALB | Buy | ALBEMARLE CORP COMstock | $137,000 | +44.2% | 654 | +52.1% | 0.02% | +70.0% |
| ICE | Sell | INTERCONTINENTAL EXCHANGE INC COMstock | $129,000 | -29.9% | 1,375 | -1.2% | 0.02% | -20.0% |
| TRI | Buy | THOMSON REUTERS CORP. COM NEWstock | $133,000 | +1377.8% | 1,275 | +1382.6% | 0.02% | +1500.0% |
| IEI | ISHARES 3-7 YEAR TREASURY BOND ETFetf | $128,000 | -2.3% | 1,070 | 0.0% | 0.02% | +14.3% | |
| WELL | WELLTOWER INC COMreit | $130,000 | -14.5% | 1,576 | 0.0% | 0.02% | 0.0% | |
| IMCV | ISHARES MORNINGSTAR MID-CAP VALUE ETFetf | $128,000 | -13.5% | 2,154 | 0.0% | 0.02% | 0.0% | |
| IOO | ISHARES GLOBAL 100 ETFetf | $128,000 | -15.8% | 2,000 | 0.0% | 0.02% | 0.0% | |
| LNG | CHENIERE ENERGY INC COM NEWstock | $133,000 | -4.3% | 1,000 | 0.0% | 0.02% | +6.7% | |
| DVN | DEVON ENERGY CORP NEW COMstock | $133,000 | -7.0% | 2,416 | 0.0% | 0.02% | +6.7% | |
| CI | CIGNA CORP NEW COMstock | $130,000 | +9.2% | 495 | 0.0% | 0.02% | +23.1% | |
| VYM | Buy | VANGUARD HIGH DIVIDEND YIELD ETFetf | $130,000 | +32.7% | 1,283 | +46.3% | 0.02% | +45.5% |
| NTR | Buy | NUTRIEN LTD COMstock | $129,000 | +31.6% | 1,615 | +71.8% | 0.02% | +45.5% |
| BX | Sell | BLACKSTONE INC COMstock | $136,000 | -47.3% | 1,495 | -26.5% | 0.02% | -42.9% |
| FBHS | FORTUNE BRANDS HOME & SEC INC COMstock | $133,000 | -19.4% | 2,225 | 0.0% | 0.02% | -11.1% | |
| PFF | Sell | ISHARES PREFERRED AND INCOME SECURITIES ETFetf | $127,000 | -11.2% | 3,874 | -1.6% | 0.02% | 0.0% |
| PAYX | Sell | PAYCHEX INC COMstock | $127,000 | -29.1% | 1,115 | -15.1% | 0.02% | -21.1% |
| WTFC | WINTRUST FINL CORP COMstock | $120,000 | -13.7% | 1,500 | 0.0% | 0.02% | 0.0% | |
| ITT | ITT INC COMstock | $120,000 | -11.1% | 1,792 | 0.0% | 0.02% | 0.0% | |
| NTRS | Buy | NORTHERN TR CORP COMstock | $127,000 | +58.8% | 1,320 | +92.7% | 0.02% | +66.7% |
| BJ | New | BJS WHSL CLUB HLDGS INC COMstock | $125,000 | – | 2,000 | +100.0% | 0.02% | – |
| UL | Sell | UNILEVER PLC SPON ADR NEWadr | $123,000 | -6.1% | 2,674 | -7.0% | 0.02% | +7.1% |
| ATO | ATMOS ENERGY CORP COMstock | $112,000 | -5.9% | 1,000 | 0.0% | 0.01% | +7.7% | |
| CONSTELLATION ENERGY CORP COMstock | $118,000 | +1.7% | 2,054 | 0.0% | 0.01% | +7.7% | ||
| VALE | Buy | VALE S A SPONSORED ADSadr | $116,000 | +7.4% | 7,900 | +46.3% | 0.01% | +16.7% |
| CWT | CALIFORNIA WTR SVC GROUP COMstock | $118,000 | -6.3% | 2,125 | 0.0% | 0.01% | 0.0% | |
| STLD | STEEL DYNAMICS INC COMstock | $119,000 | -20.7% | 1,800 | 0.0% | 0.01% | -12.5% | |
| DE | Sell | DEERE & CO COMstock | $118,000 | -31.4% | 393 | -4.8% | 0.01% | -26.3% |
| SHOP | Buy | SHOPIFY INC CL Astock | $117,000 | -41.8% | 3,760 | +1161.7% | 0.01% | -36.4% |
| PII | Buy | POLARIS INC COMstock | $113,000 | +82.3% | 1,136 | +93.5% | 0.01% | +100.0% |
| RRC | RANGE RES CORP COMstock | $114,000 | -18.6% | 4,600 | 0.0% | 0.01% | -6.7% | |
| CQP | CHENIERE ENERGY PARTNERS LP COM UNITstock | $112,000 | -20.6% | 2,500 | 0.0% | 0.01% | -6.7% | |
| ITW | Sell | ILLINOIS TOOL WKS INC COMstock | $110,000 | -25.2% | 604 | -14.2% | 0.01% | -18.8% |
| PFG | PRINCIPAL FINANCIAL GROUP INC COMstock | $105,000 | -8.7% | 1,570 | 0.0% | 0.01% | +8.3% | |
| YUM | YUM BRANDS INC COMstock | $105,000 | -4.5% | 928 | 0.0% | 0.01% | +8.3% | |
| AMLP | Sell | ALERIAN MLP ETFetf | $104,000 | -27.8% | 3,020 | -19.7% | 0.01% | -18.8% |
| MCN | MADISON COVERED CALL & EQUITY COMcef | $107,000 | -14.4% | 15,800 | 0.0% | 0.01% | -7.1% | |
| FSK | Buy | FS KKR CAP CORP COMcef | $110,000 | +12.2% | 5,641 | +31.0% | 0.01% | +18.2% |
| KRE | Sell | SPDR S&P REGIONAL BANKING ETFetf | $110,000 | -17.9% | 1,900 | -2.3% | 0.01% | -7.1% |
| COHR | COHERENT INC COMstock | $104,000 | -2.8% | 390 | 0.0% | 0.01% | +8.3% | |
| DTD | WISDOMTREE U.S. TOTAL DIVIDEND FUNDetf | $104,000 | -10.3% | 1,804 | 0.0% | 0.01% | 0.0% | |
| COG | COTERRA ENERGY INC COMstock | $103,000 | -4.6% | 4,000 | 0.0% | 0.01% | 0.0% | |
| NEM | Buy | NEWMONT CORP COMstock | $99,000 | -1.0% | 1,653 | +31.9% | 0.01% | +9.1% |
| FMC | FMC CORP COM NEWstock | $100,000 | -18.0% | 930 | 0.0% | 0.01% | -7.7% | |
| MP | Buy | MP MATERIALS CORP COM CL Astock | $99,000 | -16.8% | 3,075 | +48.2% | 0.01% | -7.7% |
| DHR | Sell | DANAHER CORPORATION COMstock | $99,000 | -16.1% | 390 | -3.2% | 0.01% | -7.7% |
| EXR | New | EXTRA SPACE STORAGE INC COMreit | $98,000 | – | 575 | +100.0% | 0.01% | – |
| AEP | Sell | AMERICAN ELEC PWR CO INC COMstock | $95,000 | -13.6% | 990 | -10.4% | 0.01% | 0.0% |
| TRP | Sell | TC ENERGY CORP COMstock | $98,000 | -14.0% | 1,900 | -6.3% | 0.01% | 0.0% |
| PNC | Sell | PNC FINL SVCS GROUP INC COMstock | $103,000 | -15.6% | 650 | -1.7% | 0.01% | -7.7% |
| MBB | Sell | ISHARES MBS ETFetf | $87,000 | -5.4% | 895 | -0.6% | 0.01% | +10.0% |
| EMR | EMERSON ELEC CO COMstock | $87,000 | -18.7% | 1,094 | 0.0% | 0.01% | -8.3% | |
| WPC | WP CAREY INC COMreit | $91,000 | +2.2% | 1,100 | 0.0% | 0.01% | +10.0% | |
| LOW | LOWES COS INC COMstock | $88,000 | -13.7% | 506 | 0.0% | 0.01% | 0.0% | |
| IWD | Sell | ISHARES RUSSELL 1000 VALUE ETFetf | $93,000 | -46.9% | 644 | -38.9% | 0.01% | -42.1% |
| SF | Sell | STIFEL FINL CORP COMstock | $91,000 | -22.2% | 1,630 | -5.2% | 0.01% | -15.4% |
| HSIC | HENRY SCHEIN INC COMstock | $94,000 | -12.1% | 1,230 | 0.0% | 0.01% | -8.3% | |
| WEC | Buy | WEC ENERGY GROUP INC COMstock | $90,000 | +1.1% | 897 | +0.1% | 0.01% | +10.0% |
| BKH | BLACK HILLS CORP COMstock | $87,000 | -5.4% | 1,200 | 0.0% | 0.01% | +10.0% | |
| SHW | Sell | SHERWIN WILLIAMS CO COMstock | $90,000 | -15.1% | 404 | -4.9% | 0.01% | 0.0% |
| LTHM | Sell | LIVENT CORP COMstock | $93,000 | -17.0% | 4,100 | -4.7% | 0.01% | -8.3% |
| DLR | DIGITAL RLTY TR INC COMreit | $87,000 | -8.4% | 668 | 0.0% | 0.01% | +10.0% | |
| VTR | VENTAS INC COMreit | $86,000 | -16.5% | 1,675 | 0.0% | 0.01% | -9.1% | |
| MPC | Buy | MARATHON PETE CORP COMstock | $86,000 | +17.8% | 1,050 | +23.5% | 0.01% | +25.0% |
| VLO | VALERO ENERGY CORP COMstock | $85,000 | +4.9% | 799 | 0.0% | 0.01% | +11.1% | |
| WK | Buy | WORKIVA INC COM CL Astock | $83,000 | +50.9% | 1,261 | +168.9% | 0.01% | +66.7% |
| AA | Buy | ALCOA CORP COMstock | $82,000 | -24.1% | 1,800 | +50.0% | 0.01% | -16.7% |
| TEL | Sell | TE CONNECTIVITY LTD SHSstock | $85,000 | -22.0% | 754 | -9.2% | 0.01% | -16.7% |
| KR | Buy | KROGER CO COMstock | $71,000 | -10.1% | 1,491 | +8.8% | 0.01% | 0.0% |
| AFL | AFLAC INC COMstock | $72,000 | -14.3% | 1,298 | 0.0% | 0.01% | 0.0% | |
| KRBN | KRANESHARES GLOBAL CARBON STRATEGY ETFetf | $74,000 | +5.7% | 1,500 | 0.0% | 0.01% | +12.5% | |
| APA | APA CORPORATION COMstock | $76,000 | -14.6% | 2,165 | 0.0% | 0.01% | -10.0% | |
| ABNB | AIRBNB INC COM CL Astock | $77,000 | -48.3% | 867 | 0.0% | 0.01% | -43.8% | |
| VOT | Buy | VANGUARD MID-CAP GROWTH INDEX FUNDetf | $73,000 | +14.1% | 415 | +43.6% | 0.01% | +28.6% |
| MTUM | Sell | ISHARES MSCI USA MOMENTUM FACTOR ETFetf | $78,000 | -61.2% | 572 | -52.0% | 0.01% | -59.1% |
| PSX | Sell | PHILLIPS 66 COMstock | $71,000 | -5.3% | 861 | -1.3% | 0.01% | +12.5% |
| FTNT | Buy | FORTINET INC COMstock | $72,000 | +500.0% | 1,280 | +3455.6% | 0.01% | +800.0% |
| IGIB | ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETFetf | $71,000 | -6.6% | 1,386 | 0.0% | 0.01% | +12.5% | |
| VWO | Buy | VANGUARD FTSE EMERGING MARKETS ETFetf | $72,000 | +28.6% | 1,721 | +42.0% | 0.01% | +50.0% |
| IWR | Sell | ISHARES RUSSELL MID-CAP ETFetf | $74,000 | -31.5% | 1,150 | -17.1% | 0.01% | -25.0% |
| AMD | Buy | ADVANCED MICRO DEVICES INC COMstock | $74,000 | -14.0% | 962 | +21.8% | 0.01% | 0.0% |
| AGG | Buy | ISHARES CORE U.S. AGGREGATE BOND ETFetf | $72,000 | +5.9% | 704 | +11.6% | 0.01% | +28.6% |
| MPV | BARINGS PARTN INVS SH BEN INTcef | $72,000 | -8.9% | 5,897 | 0.0% | 0.01% | 0.0% | |
| DNP | DNP SELECT INCOME FD INC COMcef | $72,000 | -7.7% | 6,623 | 0.0% | 0.01% | +12.5% | |
| ADSK | AUTODESK INC COMstock | $65,000 | -19.8% | 376 | 0.0% | 0.01% | -11.1% | |
| Sell | SPDR GOLD MINISHARES TRUSTetf | $65,000 | -9.7% | 1,801 | -3.8% | 0.01% | 0.0% | |
| CNI | CANADIAN NATL RY CO COMstock | $67,000 | -16.2% | 600 | 0.0% | 0.01% | -11.1% | |
| TSCO | TRACTOR SUPPLY CO COMstock | $64,000 | -16.9% | 328 | 0.0% | 0.01% | 0.0% | |
| DGII | DIGI INTL INC COMstock | $70,000 | +12.9% | 2,900 | 0.0% | 0.01% | +14.3% | |
| DG | New | DOLLAR GEN CORP NEW COMstock | $69,000 | – | 280 | +100.0% | 0.01% | – |
| STWD | STARWOOD PPTY TR INC COMreit | $63,000 | -13.7% | 3,000 | 0.0% | 0.01% | 0.0% | |
| UEC | URANIUM ENERGY CORP COMstock | $62,000 | -32.6% | 20,000 | 0.0% | 0.01% | -20.0% | |
| HIG | HARTFORD FINL SVCS GROUP INC COMstock | $64,000 | -9.9% | 983 | 0.0% | 0.01% | 0.0% | |
| VOE | Sell | VANGUARD MID-CAP VALUE INDEX FUNDetf | $66,000 | -28.3% | 510 | -17.3% | 0.01% | -20.0% |
| CB | CHUBB LIMITED COMstock | $62,000 | -7.5% | 314 | 0.0% | 0.01% | +14.3% | |
| XLF | Sell | FINANCIAL SELECT SECTOR SPDR FUNDetf | $67,000 | -25.6% | 2,130 | -9.7% | 0.01% | -20.0% |
| RGLD | ROYAL GOLD INC COMstock | $64,000 | -24.7% | 600 | 0.0% | 0.01% | -11.1% | |
| CNP | Sell | CENTERPOINT ENERGY INC COMstock | $66,000 | -18.5% | 2,220 | -15.7% | 0.01% | -11.1% |
| GPC | GENUINE PARTS CO COMstock | $66,000 | +4.8% | 500 | 0.0% | 0.01% | +14.3% | |
| XLY | Sell | CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUNDetf | $69,000 | -25.8% | 500 | -1.0% | 0.01% | -20.0% |
| IBMP | Buy | ISHARES IBONDS DEC 2027 TERM MUNI BOND ETFetf | $54,000 | -1.8% | 2,164 | +0.1% | 0.01% | +16.7% |
| BOTZ | Sell | GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE THEMATIC ETFetf | $57,000 | -36.7% | 2,788 | -10.5% | 0.01% | -30.0% |
| ED | CONSOLIDATED EDISON INC COMstock | $59,000 | 0.0% | 623 | 0.0% | 0.01% | +16.7% | |
| NOBL | Buy | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETFetf | $59,000 | +3.5% | 695 | +15.8% | 0.01% | +16.7% |
| CARR | CARRIER GLOBAL CORPORATION COMstock | $59,000 | -22.4% | 1,655 | 0.0% | 0.01% | -12.5% | |
| MS | Sell | MORGAN STANLEY COM NEWstock | $57,000 | -36.0% | 743 | -27.2% | 0.01% | -30.0% |
| JAMF | JAMF HLDG CORP COMstock | $59,000 | -29.8% | 2,400 | 0.0% | 0.01% | -22.2% | |
| WM | Sell | WASTE MGMT INC DEL COMstock | $61,000 | -30.7% | 401 | -27.6% | 0.01% | -30.0% |
| OTEX | Buy | OPEN TEXT CORP COMstock | $59,000 | +247.1% | 1,556 | +289.0% | 0.01% | +250.0% |
| OTIS | Sell | OTIS WORLDWIDE CORP COMstock | $58,000 | -12.1% | 827 | -3.2% | 0.01% | 0.0% |
| ACM | AECOM COMstock | $59,000 | -14.5% | 900 | 0.0% | 0.01% | 0.0% | |
| SNPS | Sell | SYNOPSYS INC COMstock | $49,000 | -15.5% | 161 | -6.9% | 0.01% | 0.0% |
| WTRG | ESSENTIAL UTILS INC COMstock | $49,000 | -10.9% | 1,075 | 0.0% | 0.01% | 0.0% | |
| CHKP | CHECK POINT SOFTWARE TECH LTD ORDstock | $51,000 | -12.1% | 420 | 0.0% | 0.01% | 0.0% | |
| EFV | Buy | ISHARES MSCI EAFE VALUE ETFetf | $47,000 | -14.5% | 1,093 | +0.4% | 0.01% | 0.0% |
| RSP | Buy | INVESCO S&P 500 EQUAL WEIGHT ETFetf | $51,000 | +59.4% | 377 | +83.0% | 0.01% | +100.0% |
| SPLG | Sell | SPDR PORTFOLIO S&P 500 ETFetf | $52,000 | -31.6% | 1,183 | -17.4% | 0.01% | -25.0% |
| IWS | ISHARES RUSSELL MID-CAP VALUE ETFetf | $46,000 | -14.8% | 454 | 0.0% | 0.01% | 0.0% | |
| AFT | New | APOLLO SR FLOATING RATE FD INC COMcef | $51,000 | – | 4,000 | +100.0% | 0.01% | – |
| PLTR | Sell | PALANTIR TECHNOLOGIES INC CL Astock | $49,000 | -40.2% | 5,375 | -10.0% | 0.01% | -33.3% |
| IJH | ISHARES S&P MIDCAP FUNDetf | $49,000 | -15.5% | 215 | 0.0% | 0.01% | 0.0% | |
| HZNP | HORIZON THERAPEUTICS PUB L SHSstock | $52,000 | -23.5% | 650 | 0.0% | 0.01% | -14.3% | |
| TJX | TJX COS INC NEW COMstock | $51,000 | -7.3% | 914 | 0.0% | 0.01% | 0.0% | |
| PHK | PIMCO HIGH INCOME FD COM SHScef | $51,000 | -10.5% | 9,855 | 0.0% | 0.01% | 0.0% | |
| MUB | ISHARES NATIONAL MUNI BOND ETFetf | $48,000 | -2.0% | 450 | 0.0% | 0.01% | +20.0% | |
| BDJ | Sell | BLACKROCK ENHANCED EQUITY DIVI COMcef | $53,000 | -14.5% | 6,000 | -4.5% | 0.01% | -14.3% |
| KLAC | KLA CORP COM NEWstock | $51,000 | -13.6% | 160 | 0.0% | 0.01% | 0.0% | |
| CLF | Buy | CLEVELAND-CLIFFS INC NEW COMstock | $46,000 | -28.1% | 3,000 | +50.0% | 0.01% | -14.3% |
| SCHD | Buy | SCHWAB US DIVIDEND EQUITY ETFetf | $38,000 | -9.5% | 537 | +0.6% | 0.01% | 0.0% |
| XLV | Sell | HEALTH CARE SELECT SECTOR SPDR FUNDetf | $45,000 | -15.1% | 351 | -8.6% | 0.01% | -16.7% |
| RQI | Sell | COHEN & STEERS QUALITY INCOME COMcef | $41,000 | -18.0% | 3,000 | -0.3% | 0.01% | 0.0% |
| SJM | Buy | SMUCKER J M CO COM NEWstock | $38,000 | -5.0% | 298 | +0.7% | 0.01% | +25.0% |
| TTD | Sell | THE TRADE DESK INC COM CL Astock | $41,000 | -42.3% | 973 | -5.5% | 0.01% | -37.5% |
| DTE | DTE ENERGY CO COMstock | $41,000 | -4.7% | 325 | 0.0% | 0.01% | 0.0% | |
| BSV | Buy | VANGUARD SHORT-TERM BOND INDEX FUNDetf | $45,000 | +21.6% | 581 | +21.3% | 0.01% | +25.0% |
| VNQ | Sell | VANGUARD REAL ESTATE ETFetf | $41,000 | -22.6% | 455 | -7.0% | 0.01% | -16.7% |
| DTN | Sell | WISDOMTREE U.S. AI ENHANCED VALUE FUNDetf | $43,000 | -39.4% | 485 | -32.0% | 0.01% | -37.5% |
| EXG | EATON VANCE TAX-MANAGED GLOBAL COMcef | $38,000 | -20.8% | 4,900 | 0.0% | 0.01% | 0.0% | |
| APOG | APOGEE ENTERPRISES INC COMstock | $39,000 | -17.0% | 1,000 | 0.0% | 0.01% | 0.0% | |
| GNRC | Buy | GENERAC HLDGS INC COMstock | $41,000 | +173.3% | 195 | +290.0% | 0.01% | +150.0% |
| GM | GENERAL MTRS CO COMstock | $38,000 | -28.3% | 1,203 | 0.0% | 0.01% | -16.7% | |
| HBAN | Buy | HUNTINGTON BANCSHARES INC COMstock | $38,000 | -5.0% | 3,165 | +16.8% | 0.01% | +25.0% |
| BK | Buy | BANK NEW YORK MELLON CORP COMstock | $42,000 | -16.0% | 1,018 | +0.1% | 0.01% | 0.0% |
| BBDC | New | BARINGS BDC INC COMcef | $38,000 | – | 4,102 | +100.0% | 0.01% | – |
| BHC | Sell | BAUSCH HEALTH COS INC COMstock | $43,000 | -68.6% | 5,200 | -13.3% | 0.01% | -66.7% |
| SPLV | New | INVESCO S&P 500 LOW VOLATILITY ETFetf | $40,000 | – | 646 | +100.0% | 0.01% | – |
| BSCR | New | INVESCO BULLETSHARES 2027 CORPORATE BOND ETFetf | $41,000 | – | 2,125 | +100.0% | 0.01% | – |
| HYG | Sell | ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETFetf | $40,000 | -35.5% | 542 | -28.3% | 0.01% | -28.6% |
| USMV | Sell | ISHARES MSCI USA MIN VOL FACTOR ETFetf | $45,000 | -72.2% | 639 | -69.4% | 0.01% | -72.2% |
| QUAL | Sell | ISHARES MSCI USA QUALITY FACTOR ETFetf | $43,000 | -81.2% | 384 | -77.4% | 0.01% | -80.0% |
| IEFA | Sell | ISHARES CORE MSCI EAFE ETFetf | $43,000 | -69.7% | 738 | -63.8% | 0.01% | -66.7% |
| MRO | Buy | MARATHON OIL CORP COMstock | $39,000 | -7.1% | 1,742 | +3.8% | 0.01% | 0.0% |
| MLM | MARTIN MARIETTA MATLS INC COMstock | $42,000 | -22.2% | 140 | 0.0% | 0.01% | -16.7% | |
| MCK | Sell | MCKESSON CORP COMstock | $38,000 | -7.3% | 117 | -12.7% | 0.01% | +25.0% |
| MDB | MONGODB INC CL Astock | $39,000 | -41.8% | 150 | 0.0% | 0.01% | -28.6% | |
| PEG | PUBLIC SVC ENTERPRISE GRP INC COMstock | $40,000 | -9.1% | 633 | 0.0% | 0.01% | 0.0% | |
| NET | New | CLOUDFLARE INC CL A COMstock | $43,000 | – | 990 | +100.0% | 0.01% | – |
| SCHE | Sell | SCHWAB EMERGING MARKETS EQUITY ETFetf | $44,000 | -21.4% | 1,745 | -13.6% | 0.01% | -16.7% |
| FTS | FORTIS INC COMstock | $36,000 | -2.7% | 756 | 0.0% | 0.00% | 0.0% | |
| PINS | Buy | PINTEREST INC CL Astock | $34,000 | -26.1% | 1,890 | +0.2% | 0.00% | -20.0% |
| TXN | Sell | TEXAS INSTRS INC COMstock | $35,000 | -49.3% | 226 | -39.9% | 0.00% | -42.9% |
| FIX | COMFORT SYS USA INC COMstock | $35,000 | -7.9% | 426 | 0.0% | 0.00% | 0.0% | |
| STX | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHSstock | $29,000 | -19.4% | 406 | 0.0% | 0.00% | 0.0% | |
| AU | New | ANGLOGOLD ASHANTI LIMITED SPONSORED ADRadr | $33,000 | – | 2,200 | +100.0% | 0.00% | – |
| FLOT | ISHARES FLOATING RATE BOND ETFetf | $32,000 | 0.0% | 637 | 0.0% | 0.00% | +33.3% | |
| MRNA | Sell | MODERNA INC COMstock | $36,000 | -26.5% | 251 | -11.3% | 0.00% | -20.0% |
| MATX | MATSON INC COMstock | $35,000 | -38.6% | 475 | 0.0% | 0.00% | -33.3% | |
| PFLT | New | PENNANTPARK FLOATING RATE CAP COMcef | $33,000 | – | 2,877 | +100.0% | 0.00% | – |
| PENN | PENN ENTERTAINMENT INC COMstock | $36,000 | -28.0% | 1,190 | 0.0% | 0.00% | -20.0% | |
| ICL | New | ICL GROUP LTD SHSstock | $37,000 | – | 4,100 | +100.0% | 0.00% | – |
| TRQ | New | TURQUOISE HILL RES LTD COMstock | $32,000 | – | 1,200 | +100.0% | 0.00% | – |
| PBJ | Sell | INVESCO DYNAMIC FOOD & BEVERAGE ETFetf | $37,000 | -51.3% | 835 | -48.9% | 0.00% | -50.0% |
| ALL | Sell | ALLSTATE CORP COMstock | $33,000 | -21.4% | 259 | -14.2% | 0.00% | -20.0% |
| PRFZ | Buy | INVESCO FTSE RAFI US 1500A SMALL-MIDA ETFetf | $29,000 | -14.7% | 189 | +0.5% | 0.00% | 0.0% |
| GOLD | Sell | BARRICK GOLD CORP COMstock | $34,000 | -44.3% | 1,900 | -24.0% | 0.00% | -42.9% |
| OGN | Sell | ORGANON & CO COMMON STOCKstock | $29,000 | -6.5% | 863 | -1.7% | 0.00% | +33.3% |
| SBRA | SABRA HEALTH CARE REIT INC COMreit | $35,000 | -7.9% | 2,532 | 0.0% | 0.00% | 0.0% | |
| CHD | CHURCH & DWIGHT CO INC COMstock | $37,000 | -7.5% | 400 | 0.0% | 0.00% | 0.0% | |
| BANX | ARROWMARK FINANCIAL CORP COMcef | $36,000 | -12.2% | 1,900 | 0.0% | 0.00% | 0.0% | |
| SCHR | SCHWAB INTERMEDIATE-TERM U.S. TREASURY ETFetf | $34,000 | -2.9% | 662 | 0.0% | 0.00% | 0.0% | |
| AAL | Sell | AMERICAN AIRLS GROUP INC COMstock | $37,000 | -31.5% | 2,885 | -3.4% | 0.00% | -33.3% |
| IJR | Sell | ISHARES S&P SMALL-CAP FUNDetf | $32,000 | -28.9% | 345 | -16.7% | 0.00% | -20.0% |
| TAN | Sell | INVESCO SOLAR ETFetf | $34,000 | -15.0% | 474 | -9.5% | 0.00% | 0.0% |
| OXY | OCCIDENTAL PETE CORP COMstock | $31,000 | +3.3% | 530 | 0.0% | 0.00% | +33.3% | |
| MET | Buy | METLIFE INC COMstock | $34,000 | -10.5% | 539 | +0.4% | 0.00% | 0.0% |
| THG | Sell | HANOVER INS GROUP INC COMstock | $37,000 | -17.8% | 250 | -16.7% | 0.00% | -20.0% |
| JFR | NUVEEN FLOATING RATE INCOME FD COMcef | $34,000 | -17.1% | 4,132 | 0.0% | 0.00% | 0.0% | |
| MKC | Buy | MCCORMICK & CO INC COM NON VTGstock | $35,000 | -12.5% | 420 | +5.0% | 0.00% | 0.0% |
| VIGI | New | VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETFetf | $31,000 | – | 455 | +100.0% | 0.00% | – |
| VDE | Sell | VANGUARD ENERGY INDEX FUNDetf | $31,000 | -29.5% | 313 | -23.8% | 0.00% | -20.0% |
| GD | GENERAL DYNAMICS CORP COMstock | $31,000 | -8.8% | 142 | 0.0% | 0.00% | 0.0% | |
| SCHF | Buy | SCHWAB INTERNATIONAL EQUITY ETFetf | $31,000 | -13.9% | 984 | +0.3% | 0.00% | 0.0% |
| VBR | Sell | VANGUARD SMALL-CAP VALUE INDEX FUNDetf | $29,000 | -44.2% | 194 | -34.2% | 0.00% | -33.3% |
| EPD | ENTERPRISE PRODS PARTNERS L P COMstock | $29,000 | -6.5% | 1,200 | 0.0% | 0.00% | +33.3% | |
| VRTX | VERTEX PHARMACEUTICALS INC COMstock | $36,000 | +9.1% | 127 | 0.0% | 0.00% | 0.0% | |
| TGB | TASEKO MINES LTD COMstock | $32,000 | -53.6% | 30,000 | 0.0% | 0.00% | -42.9% | |
| ETR | Sell | ENTERGY CORP NEW COMstock | $36,000 | -14.3% | 315 | -13.5% | 0.00% | -20.0% |
| NTAP | NETAPP INC COMstock | $32,000 | -22.0% | 489 | 0.0% | 0.00% | 0.0% | |
| TECK | New | TECK RESOURCES LTD CL Bstock | $37,000 | – | 1,200 | +100.0% | 0.00% | – |
| NFG | NATIONAL FUEL GAS CO COMstock | $30,000 | -3.2% | 450 | 0.0% | 0.00% | +33.3% | |
| INSP | New | INSPIRE MED SYS INC COMstock | $30,000 | – | 165 | +100.0% | 0.00% | – |
| SAP | SAP SE SPON ADRadr | $31,000 | -18.4% | 341 | 0.0% | 0.00% | 0.0% | |
| FCPT | FOUR CORNERS PPTY TR INC COMreit | $29,000 | -3.3% | 1,093 | 0.0% | 0.00% | +33.3% | |
| TROW | Buy | PRICE T ROWE GROUP INC COMstock | $35,000 | -14.6% | 309 | +13.6% | 0.00% | 0.0% |
| VFL | DELAWARE INVTS NATL MUN INCOME SH BEN INTcef | $28,000 | -9.7% | 2,490 | 0.0% | 0.00% | 0.0% | |
| VIAC | Sell | PARAMOUNT GLOBAL CLASS B COMstock | $23,000 | -46.5% | 925 | -17.8% | 0.00% | -40.0% |
| VTRS | Buy | VIATRIS INC COMstock | $25,000 | +4.2% | 2,363 | +7.0% | 0.00% | 0.0% |
| KIM | KIMCO RLTY CORP COMreit | $26,000 | -18.8% | 1,304 | 0.0% | 0.00% | 0.0% | |
| ATVI | Sell | ACTIVISION BLIZZARD INC COMstock | $28,000 | -30.0% | 362 | -27.5% | 0.00% | -25.0% |
| VMW | Buy | VMWARE INC CL A COMstock | $22,000 | +29.4% | 195 | +30.0% | 0.00% | +50.0% |
| APG | API GROUP CORP COM STKstock | $25,000 | -28.6% | 1,662 | 0.0% | 0.00% | -25.0% | |
| VOD | VODAFONE GROUP PLC NEW SPONSORED ADRadr | $24,000 | -7.7% | 1,566 | 0.0% | 0.00% | 0.0% | |
| EA | Sell | ELECTRONIC ARTS INC COMstock | $27,000 | -27.0% | 218 | -25.9% | 0.00% | -25.0% |
| KLIC | New | KULICKE & SOFFA INDS INC COMstock | $21,000 | – | 500 | +100.0% | 0.00% | – |
| WBA | Buy | WALGREENS BOOTS ALLIANCE INC COMstock | $22,000 | 0.0% | 591 | +18.2% | 0.00% | +50.0% |
| HBI | Buy | HANESBRANDS INC COMstock | $24,000 | -20.0% | 2,360 | +18.0% | 0.00% | 0.0% |
| CLX | Buy | CLOROX CO DEL COMstock | $23,000 | +21.1% | 166 | +23.9% | 0.00% | +50.0% |
| NOW | SERVICENOW INC COMstock | $27,000 | -15.6% | 57 | 0.0% | 0.00% | 0.0% | |
| GSEW | GOLDMAN SACHS EQUAL WEIGHT U.S. LARGE CAP EQUITY ETFetf | $28,000 | -17.6% | 501 | 0.0% | 0.00% | -25.0% | |
| MTD | METTLER TOLEDO INTERNATIONAL COMstock | $26,000 | -18.8% | 23 | 0.0% | 0.00% | 0.0% | |
| MSB | MESABI TR CTF BEN INTstock | $25,000 | -7.4% | 1,000 | 0.0% | 0.00% | 0.0% | |
| PDBC | Sell | INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NOA K-1A ETFetf | $21,000 | -8.7% | 1,150 | -13.3% | 0.00% | +50.0% |
| TLT | ISHARES 20 YEAR TREASURY BOND ETFetf | $26,000 | -10.3% | 222 | 0.0% | 0.00% | 0.0% | |
| MDU | MDU RES GROUP INC COMstock | $21,000 | 0.0% | 775 | 0.0% | 0.00% | +50.0% | |
| IEF | Sell | ISHARES 7-10 YEAR TREASURY BOND ETFetf | $26,000 | -7.1% | 252 | -3.8% | 0.00% | 0.0% |
| ARKG | New | ARK GENOMIC REVOLUTION ETFetf | $22,000 | – | 710 | +100.0% | 0.00% | – |
| BDX | BECTON DICKINSON & CO COMstock | $21,000 | -8.7% | 86 | 0.0% | 0.00% | +50.0% | |
| SNBR | SLEEP NUMBER CORP COMstock | $22,000 | -38.9% | 715 | 0.0% | 0.00% | -25.0% | |
| SLYV | Sell | SPDR S&P 600 SMALL CAP VALUE ETFetf | $24,000 | -29.4% | 335 | -17.5% | 0.00% | -25.0% |
| SJI | SOUTH JERSEY INDS INC COMstock | $26,000 | 0.0% | 750 | 0.0% | 0.00% | 0.0% | |
| SPHD | Buy | INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETFetf | $22,000 | -4.3% | 501 | +1.0% | 0.00% | +50.0% |
| CEF | SPROTT PHYSICAL GOLD & SILVER TR UNITcef | $24,000 | -11.1% | 1,400 | 0.0% | 0.00% | 0.0% | |
| ARKK | New | ARK INNOVATION ETFetf | $24,000 | – | 600 | +100.0% | 0.00% | – |
| GNL | GLOBAL NET LEASE INC COM NEWreit | $26,000 | -10.3% | 1,835 | 0.0% | 0.00% | 0.0% | |
| THRM | GENTHERM INC COMstock | $25,000 | -13.8% | 400 | 0.0% | 0.00% | 0.0% | |
| ABB | ABB LTD SPONSORED ADRadr | $26,000 | -16.1% | 958 | 0.0% | 0.00% | 0.0% | |
| BBY | Sell | BEST BUY INC COMstock | $21,000 | -34.4% | 326 | -7.6% | 0.00% | 0.0% |
| AVY | AVERY DENNISON CORP COMstock | $22,000 | -4.3% | 134 | 0.0% | 0.00% | +50.0% | |
| PWR | QUANTA SVCS INC COMstock | $25,000 | -3.8% | 200 | 0.0% | 0.00% | 0.0% | |
| PCN | PIMCO CORPORATE & INCM STRG FD COMcef | $21,000 | -22.2% | 1,699 | 0.0% | 0.00% | 0.0% | |
| TTE | TOTALENERGIES SE SPONSORED ADSadr | $22,000 | +4.8% | 412 | 0.0% | 0.00% | +50.0% | |
| CBRL | CRACKER BARREL OLD CTRY STORE COMstock | $25,000 | -30.6% | 300 | 0.0% | 0.00% | -25.0% | |
| IDA | IDACORP INC COMstock | $21,000 | -8.7% | 200 | 0.0% | 0.00% | +50.0% | |
| XLE | Sell | ENERGY SELECT SECTOR SPDR FUNDetf | $21,000 | -16.0% | 293 | -11.2% | 0.00% | 0.0% |
| SJT | New | SAN JUAN BASIN RTY TR UNIT BEN INTstock | $21,000 | – | 2,459 | +100.0% | 0.00% | – |
| ASH | ASHLAND INC COMstock | $21,000 | +5.0% | 200 | 0.0% | 0.00% | +50.0% | |
| MTN | Buy | VAIL RESORTS INC COMstock | $28,000 | +21.7% | 130 | +44.4% | 0.00% | +50.0% |
| GDX | Sell | VANECK GOLD MINERS ETFetf | $26,000 | -39.5% | 961 | -14.9% | 0.00% | -40.0% |
| OSBC | OLD SECOND BANCORP INC ILL COMstock | $27,000 | -6.9% | 2,032 | 0.0% | 0.00% | 0.0% | |
| CCL | Buy | CARNIVAL CORP COMMON STOCKstock | $28,000 | -56.2% | 3,248 | +3.2% | 0.00% | -57.1% |
| SBR | SABINE RTY TR UNIT BEN INTstock | $21,000 | +5.0% | 350 | 0.0% | 0.00% | +50.0% | |
| ORLY | OREILLY AUTOMOTIVE INC COMstock | $25,000 | -7.4% | 40 | 0.0% | 0.00% | 0.0% | |
| OGE | Sell | OGE ENERGY CORP COMstock | $25,000 | -34.2% | 651 | -30.3% | 0.00% | -25.0% |
| BABA | Buy | ALIBABA GROUP HLDG LTD SPONSORED ADSadr | $28,000 | +64.7% | 248 | +55.0% | 0.00% | +50.0% |
| VCSH | Sell | VANGUARD SHORT-TERM CORPORATE BOND INDEX FUNDetf | $24,000 | -35.1% | 318 | -33.5% | 0.00% | -25.0% |
| VBK | Buy | VANGUARD SMALL-CAP GROWTH INDEX FUNDetf | $25,000 | -3.8% | 129 | +24.0% | 0.00% | 0.0% |
| SUB | ISHARES SHORT-TERM NATIONAL MUNI BOND ETFetf | $20,000 | 0.0% | 187 | 0.0% | 0.00% | 0.0% | |
| IP | Sell | INTERNATIONAL PAPER CO COMstock | $18,000 | -14.3% | 420 | -8.7% | 0.00% | 0.0% |
| XLRE | REAL ESTATE SELECT SECTOR SPDR FUNDetf | $17,000 | -15.0% | 417 | 0.0% | 0.00% | 0.0% | |
| New | HF SINCLAIR CORP COMstock | $14,000 | – | 300 | +100.0% | 0.00% | – | |
| BIIB | BIOGEN INC COMstock | $14,000 | -6.7% | 70 | 0.0% | 0.00% | 0.0% | |
| EFA | Sell | ISHARES MSCI EAFE ETFetf | $13,000 | -48.0% | 202 | -41.1% | 0.00% | -33.3% |
| IBB | ISHARES BIOTECHNOLOGY FUNDetf | $13,000 | -7.1% | 110 | 0.0% | 0.00% | 0.0% | |
| XLC | Sell | COMMUNICATION SERVICES SELECT SECTOR SPDRA FUNDetf | $14,000 | -48.1% | 255 | -35.4% | 0.00% | -33.3% |
| FNV | FRANCO NEV CORP COMstock | $13,000 | -18.8% | 100 | 0.0% | 0.00% | 0.0% | |
| HDV | Buy | ISHARES CORE HIGH DIVIDEND ETFetf | $18,000 | +63.6% | 175 | +75.0% | 0.00% | +100.0% |
| XLP | Sell | CONSUMER STAPLES SELECT SECTOR SPDR FUNDetf | $13,000 | -51.9% | 174 | -51.5% | 0.00% | -33.3% |
| AZN | Sell | ASTRAZENECA PLC SPONSORED ADRadr | $20,000 | -31.0% | 306 | -30.6% | 0.00% | -33.3% |
| SKYY | Buy | FIRST TR EXCHANGE TRADED FD II CLOUD COMPUTINGetf | $18,000 | +12.5% | 280 | +55.6% | 0.00% | 0.0% |
| FVD | Sell | FIRST TRUST VALUE LINE DIVIDEND INDEX FUNDetf | $18,000 | -43.8% | 452 | -39.7% | 0.00% | -33.3% |
| HEFA | ISHARES CURRENCY HEDGED MSCI EAFE ETFetf | $20,000 | -9.1% | 638 | 0.0% | 0.00% | 0.0% | |
| FTCS | Sell | FIRST TRUST CAPITAL STRENGTH ETFetf | $19,000 | -36.7% | 275 | -28.9% | 0.00% | -33.3% |
| LYB | LYONDELLBASELL INDUSTRIES N V SHS - A -stock | $13,000 | -13.3% | 150 | 0.0% | 0.00% | 0.0% | |
| EVN | EATON VANCE MUNI INCOME TRUST SH BEN INTcef | $15,000 | -6.2% | 1,333 | 0.0% | 0.00% | 0.0% | |
| LRCX | Sell | LAM RESEARCH CORP COMstock | $19,000 | -24.0% | 45 | -2.2% | 0.00% | -33.3% |
| BUD | ANHEUSER BUSCH INBEV SA/NV SPONSORED ADRadr | $19,000 | -9.5% | 353 | 0.0% | 0.00% | 0.0% | |
| LGI | LAZARD GLOBAL TOTAL RETURN & I COMcef | $20,000 | -16.7% | 1,323 | 0.0% | 0.00% | -33.3% | |
| LEG | LEGGETT & PLATT INC COMstock | $14,000 | 0.0% | 400 | 0.0% | 0.00% | 0.0% | |
| SDOG | ALPS SECTOR DIVIDEND DOGS ETFetf | $16,000 | -5.9% | 311 | 0.0% | 0.00% | 0.0% | |
| LIN | LINDE PLC SHSstock | $14,000 | -6.7% | 48 | 0.0% | 0.00% | 0.0% | |
| BG | BUNGE LIMITED COMstock | $14,000 | -17.6% | 150 | 0.0% | 0.00% | 0.0% | |
| MGM | MGM RESORTS INTERNATIONAL COMstock | $18,000 | -28.0% | 605 | 0.0% | 0.00% | -33.3% | |
| XLB | Sell | MATERIALS SELECT SECTOR SPDR FUNDetf | $20,000 | -28.6% | 278 | -11.2% | 0.00% | -33.3% |
| MTZ | MASTEC INC COMstock | $20,000 | -16.7% | 275 | 0.0% | 0.00% | -33.3% | |
| CDK | Sell | CDK GLOBAL INC COMstock | $19,000 | -5.0% | 339 | -16.3% | 0.00% | 0.0% |
| WWD | WOODWARD INC COMstock | $18,000 | -28.0% | 200 | 0.0% | 0.00% | -33.3% | |
| SCHO | SCHWAB SHORT-TERM U.S. TREASURY ETFetf | $15,000 | 0.0% | 298 | 0.0% | 0.00% | 0.0% | |
| WHR | Buy | WHIRLPOOL CORP COMstock | $15,000 | +400.0% | 100 | +488.2% | 0.00% | – |
| WU | WESTERN UN CO COMstock | $16,000 | -15.8% | 1,000 | 0.0% | 0.00% | 0.0% | |
| WST | WEST PHARMACEUTICAL SVSC INC COMstock | $17,000 | -26.1% | 55 | 0.0% | 0.00% | 0.0% | |
| IDE | VOYA INFRASTRUCTURE INDLS & MT COMcef | $14,000 | -12.5% | 1,395 | 0.0% | 0.00% | 0.0% | |
| NFLX | Sell | NETFLIX INC COMstock | $13,000 | -58.1% | 77 | -8.3% | 0.00% | -33.3% |
| NHF | NEXPOINT DIVERSIFIED REL ET TR COM NEWreit | $15,000 | +7.1% | 900 | 0.0% | 0.00% | 0.0% | |
| DDOG | Sell | DATADOG INC CL A COMstock | $14,000 | -41.7% | 145 | -9.4% | 0.00% | -33.3% |
| BNDX | Sell | VANGUARD TOTAL INTERNATIONAL BOND ETFetf | $17,000 | -26.1% | 347 | -21.3% | 0.00% | 0.0% |
| NVO | NOVO-NORDISK A S ADRadr | $17,000 | 0.0% | 153 | 0.0% | 0.00% | 0.0% | |
| BIV | Buy | VANGUARD INTERMEDIATE-TERM BOND INDEX FUNDetf | $16,000 | +33.3% | 209 | +39.3% | 0.00% | +100.0% |
| MOAT | Buy | VANECK MORNINGSTAR WIDE MOAT ETFetf | $18,000 | – | 276 | +27500.0% | 0.00% | – |
| ORI | Buy | OLD REP INTL CORP COMstock | $18,000 | +12.5% | 822 | +34.5% | 0.00% | 0.0% |
| VVV | VALVOLINE INC COMstock | $16,000 | -5.9% | 549 | 0.0% | 0.00% | 0.0% | |
| OKE | Buy | ONEOK INC NEW COMstock | $15,000 | +25.0% | 274 | +63.1% | 0.00% | +100.0% |
| VFC | V F CORP COMstock | $20,000 | -23.1% | 450 | 0.0% | 0.00% | -33.3% | |
| ALGN | ALIGN TECHNOLOGY INC COMstock | $17,000 | -45.2% | 70 | 0.0% | 0.00% | -33.3% | |
| URI | Sell | UNITED RENTALS INC COMstock | $14,000 | -86.7% | 56 | -81.1% | 0.00% | -81.8% |
| SNPE | Sell | XTRACKERS S&P 500 ESG ETFetf | $13,000 | -27.8% | 389 | -13.7% | 0.00% | 0.0% |
| CMI | Sell | CUMMINS INC COMstock | $19,000 | -26.9% | 100 | -20.0% | 0.00% | -33.3% |
| CCI | Sell | CROWN CASTLE INC COMreit | $14,000 | -12.5% | 85 | -2.3% | 0.00% | 0.0% |
| PBT | PERMIAN BASIN RTY TR UNIT BEN INTstock | $20,000 | +33.3% | 1,200 | 0.0% | 0.00% | 0.0% | |
| PHILLIPS EDISON & CO INC COMMON STOCKreit | $15,000 | 0.0% | 445 | 0.0% | 0.00% | 0.0% | ||
| TPLC | TIMOTHY PLAN US LARGE/MID CAP CORE ETFetf | $13,000 | -13.3% | 400 | 0.0% | 0.00% | 0.0% | |
| MUNI | PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUNDetf | $13,000 | -7.1% | 260 | 0.0% | 0.00% | 0.0% | |
| PHD | PIONEER FLOATING RATE FUND INC COMcef | $13,000 | -13.3% | 1,469 | 0.0% | 0.00% | 0.0% | |
| PAA | PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTNstock | $16,000 | -5.9% | 1,600 | 0.0% | 0.00% | 0.0% | |
| PAGP | PLAINS GP HLDGS L P LTD PARTNR INT Astock | $15,000 | -11.8% | 1,500 | 0.0% | 0.00% | 0.0% | |
| GLW | Buy | CORNING INC COMstock | $13,000 | -7.1% | 406 | +8.3% | 0.00% | 0.0% |
| PLPC | PREFORMED LINE PRODS CO COMstock | $18,000 | -5.3% | 300 | 0.0% | 0.00% | 0.0% | |
| CSM | PROSHARES LARGE CAP CORE PLUS ETFetf | $18,000 | -18.2% | 400 | 0.0% | 0.00% | 0.0% | |
| UCO | New | PROSHARES ULTRA BLOOMBERG CRUDE OILetf | $14,000 | – | 324 | +100.0% | 0.00% | – |
| SNX | Sell | TD SYNNEX CORPORATION COMstock | $13,000 | -18.8% | 145 | -8.8% | 0.00% | 0.0% |
| O | Buy | REALTY INCOME CORP COMreit | $16,000 | +100.0% | 239 | +106.0% | 0.00% | +100.0% |
| STRL | STERLING INFRASTRUCTURE INC COMstock | $13,000 | -18.8% | 600 | 0.0% | 0.00% | 0.0% | |
| RS | Sell | RELIANCE STEEL & ALUMINUM CO COMstock | $17,000 | -39.3% | 100 | -33.3% | 0.00% | -33.3% |
| SWK | Buy | STANLEY BLACK & DECKER INC COMstock | $13,000 | +333.3% | 125 | +400.0% | 0.00% | – |
| RIO | Sell | RIO TINTO PLC SPONSORED ADRadr | $20,000 | -41.2% | 331 | -21.0% | 0.00% | -50.0% |
| ROKU | New | ROKU INC COM CL Astock | $14,000 | – | 170 | +100.0% | 0.00% | – |
| CTXS | CITRIX SYS INC COMstock | $13,000 | -7.1% | 134 | 0.0% | 0.00% | 0.0% | |
| SR | SPIRE INC COMstock | $15,000 | +7.1% | 200 | 0.0% | 0.00% | 0.0% | |
| SNAP | Sell | SNAP INC CL Astock | $13,000 | -74.5% | 975 | -31.6% | 0.00% | -66.7% |
| CLFD | CLEARFIELD INC COMstock | $20,000 | -4.8% | 317 | 0.0% | 0.00% | 0.0% | |
| CLW | CLEARWATER PAPER CORP COMstock | $15,000 | +25.0% | 444 | 0.0% | 0.00% | +100.0% | |
| JNK | SPDR BLOOMBERG HIGH YIELD BOND ETFetf | $17,000 | -10.5% | 187 | 0.0% | 0.00% | 0.0% | |
| XLU | Sell | UTILITIES SELECT SECTOR SPDR FUNDetf | $19,000 | -9.5% | 266 | -6.0% | 0.00% | 0.0% |
| NPTN | Sell | NEOPHOTONICS CORP COMstock | $8,000 | -46.7% | 500 | -50.0% | 0.00% | -50.0% |
| ET | ENERGY TRANSFER L P COM UT LTD PTNstock | $11,000 | -15.4% | 1,122 | 0.0% | 0.00% | 0.0% | |
| BMO | BANK MONTREAL QUE COMstock | $10,000 | -16.7% | 100 | 0.0% | 0.00% | 0.0% | |
| JHML | JOHN HANCOCK MULTIFACTOR LARGE CAP ETFetf | $12,000 | -14.3% | 249 | 0.0% | 0.00% | -50.0% | |
| JKS | JINKOSOLAR HLDG CO LTD SPONSORED ADRadr | $8,000 | +60.0% | 110 | 0.0% | 0.00% | 0.0% | |
| VB | Sell | VANGUARD SMALL-CAP INDEX FUNDetf | $8,000 | -42.9% | 45 | -30.8% | 0.00% | -50.0% |
| EQNR | EQUINOR ASA SPONSORED ADRadr | $7,000 | -12.5% | 200 | 0.0% | 0.00% | 0.0% | |
| NXST | NEXSTAR MEDIA GROUP INC COMMON STOCKstock | $9,000 | -10.0% | 55 | 0.0% | 0.00% | 0.0% | |
| JPST | JPMORGAN ULTRA-SHORT INCOME ETFetf | $10,000 | 0.0% | 208 | 0.0% | 0.00% | 0.0% | |
| SWX | SOUTHWEST GAS HLDGS INC COMstock | $9,000 | +12.5% | 104 | 0.0% | 0.00% | 0.0% | |
| VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETFetf | $5,000 | 0.0% | 62 | 0.0% | 0.00% | 0.0% | |
| NOK | NOKIA CORP SPONSORED ADRadr | $5,000 | -16.7% | 1,044 | 0.0% | 0.00% | 0.0% | |
| CCD | CALAMOS DYNAMIC CONV & INCOME COMcef | $6,000 | -25.0% | 300 | 0.0% | 0.00% | 0.0% | |
| SCCO | SOUTHERN COPPER CORP COMstock | $10,000 | -33.3% | 200 | 0.0% | 0.00% | -50.0% | |
| JQUA | Buy | JPMORGAN U.S. QUALITY FACTOR ETFetf | $8,000 | +60.0% | 214 | +69.8% | 0.00% | 0.0% |
| CM | Buy | CANADIAN IMPERIAL BK COMM TORO COMstock | $10,000 | -16.7% | 200 | +100.0% | 0.00% | 0.0% |
| VGT | VANGUARD INFORMATION TECHNOLOGY INDEX FUNDetf | $11,000 | -21.4% | 33 | 0.0% | 0.00% | -50.0% | |
| JMST | JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETFetf | $8,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% | |
| SPGI | S&P GLOBAL INC COMstock | $6,000 | -14.3% | 17 | 0.0% | 0.00% | 0.0% | |
| ESS | ESSEX PPTY TR INC COMreit | $8,000 | -20.0% | 30 | 0.0% | 0.00% | 0.0% | |
| EVR | EVERCORE INC CLASS Astock | $9,000 | -18.2% | 100 | 0.0% | 0.00% | 0.0% | |
| SNSR | Sell | GLOBAL X INTERNET OF THINGS THEMATIC ETFetf | $5,000 | -78.3% | 200 | -71.4% | 0.00% | -50.0% |
| URA | Sell | GLOBAL X URANIUM ETFetf | $6,000 | -92.2% | 340 | -88.4% | 0.00% | -87.5% |
| BLV | Buy | VANGUARD LONG-TERM BOND INDEX FUNDetf | $11,000 | +22.2% | 138 | +38.0% | 0.00% | 0.0% |
| NVG | NUVEEN AMT FREE MUN CR INC FD COMcef | $12,000 | -14.3% | 936 | 0.0% | 0.00% | -50.0% | |
| JPS | NUVEEN PFD & INCOME SECS FD COMcef | $8,000 | -11.1% | 1,065 | 0.0% | 0.00% | 0.0% | |
| ADMP | ADAMIS PHARMACEUTICALS CORP COM NEWstock | $11,000 | -15.4% | 22,000 | 0.0% | 0.00% | 0.0% | |
| RWO | SPDR DOW JONES GLOBAL REAL ESTATE ETFetf | $10,000 | -16.7% | 222 | 0.0% | 0.00% | 0.0% | |
| ADM | Sell | ARCHER DANIELS MIDLAND CO COMstock | $8,000 | -11.1% | 100 | -1.0% | 0.00% | 0.0% |
| FIS | FIDELITY NATL INFORMATION SVCS COMstock | $9,000 | -10.0% | 100 | 0.0% | 0.00% | 0.0% | |
| COF | Sell | CAPITAL ONE FINL CORP COMstock | $6,000 | -57.1% | 61 | -40.8% | 0.00% | -50.0% |
| FSLR | FIRST SOLAR INC COMstock | $10,000 | -23.1% | 150 | 0.0% | 0.00% | 0.0% | |
| CSII | CARDIOVASCULAR SYS INC DEL COMstock | $9,000 | -35.7% | 600 | 0.0% | 0.00% | -50.0% | |
| FDN | Sell | FIRST TR EXCHANGE-TRADED FD DJ INTERNT IDXetf | $5,000 | -44.4% | 40 | -16.7% | 0.00% | 0.0% |
| BIZD | VANECK BDC INCOME ETFetf | $6,000 | -14.3% | 400 | 0.0% | 0.00% | 0.0% | |
| GMED | GLOBUS MED INC CL Astock | $6,000 | -14.3% | 100 | 0.0% | 0.00% | 0.0% | |
| ESGU | ISHARES ESG AWARE MSCI USA ETFetf | $12,000 | -20.0% | 148 | 0.0% | 0.00% | -50.0% | |
| MUA | New | BLACKROCK MUNIASSETS FD INC COMcef | $5,000 | – | 390 | +100.0% | 0.00% | – |
| OHI | Sell | OMEGA HEALTHCARE INVS INC COMreit | $11,000 | -31.2% | 400 | -20.0% | 0.00% | -50.0% |
| STK | New | COLUMBIA SELIGM PREM TECH GRW COMcef | $10,000 | – | 410 | +100.0% | 0.00% | – |
| SPTL | Sell | SPDR PORTFOLIO LONG TERM TREASURY ETFetf | $9,000 | -18.2% | 280 | -5.1% | 0.00% | 0.0% |
| REM | New | ISHARES MORTGAGE REAL ESTATE ETFetf | $9,000 | – | 337 | +100.0% | 0.00% | – |
| IIPR | INNOVATIVE INDL PPTYS INC COMreit | $9,000 | -47.1% | 82 | 0.0% | 0.00% | -50.0% | |
| OPK | OPKO HEALTH INC COMstock | $10,000 | -28.6% | 4,000 | 0.0% | 0.00% | -50.0% | |
| DTM | DT MIDSTREAM INC COMMON STOCKstock | $8,000 | -11.1% | 162 | 0.0% | 0.00% | 0.0% | |
| FAD | FIRST TRUST MULTI CAP GROWTH ALPHADEX FUNDetf | $8,000 | -20.0% | 86 | 0.0% | 0.00% | 0.0% | |
| AXON | Buy | AXON ENTERPRISE INC COMstock | $10,000 | -28.6% | 103 | +3.0% | 0.00% | -50.0% |
| DHI | Buy | D R HORTON INC COMstock | $10,000 | +150.0% | 155 | +181.8% | 0.00% | – |
| SWKS | SKYWORKS SOLUTIONS INC COMstock | $7,000 | -30.0% | 75 | 0.0% | 0.00% | 0.0% | |
| PPL | PPL CORP COMstock | $12,000 | -7.7% | 457 | 0.0% | 0.00% | 0.0% | |
| PKG | New | PACKAGING CORP AMER COMstock | $5,000 | – | 38 | +100.0% | 0.00% | – |
| UMC | Sell | UNITED MICROELECTRONICS CORP SPON ADR NEWadr | $7,000 | -94.1% | 1,000 | -92.3% | 0.00% | -92.3% |
| ULTA | ULTA BEAUTY INC COMstock | $5,000 | 0.0% | 12 | 0.0% | 0.00% | 0.0% | |
| UBER | UBER TECHNOLOGIES INC COMstock | $7,000 | -41.7% | 350 | 0.0% | 0.00% | 0.0% | |
| SCHX | Sell | SCHWAB U.S. LARGE-CAP ETFetf | $6,000 | -25.0% | 140 | -2.8% | 0.00% | 0.0% |
| USSG | XTRACKERS MSCI USA ESG LEADERS EQUITY ETFetf | $7,000 | -12.5% | 200 | 0.0% | 0.00% | 0.0% | |
| SHY | Sell | ISHARES 1-3 YEAR TREASURY BOND ETFetf | $10,000 | -64.3% | 126 | -62.6% | 0.00% | -66.7% |
| XHB | SPDR S&P HOMEBUILDERS ETFetf | $12,000 | -7.7% | 213 | 0.0% | 0.00% | 0.0% | |
| TWTR | Buy | TWITTER INC COMstock | $5,000 | +25.0% | 141 | +21.6% | 0.00% | – |
| IBKR | New | INTERACTIVE BROKERS GROUP INC COM CL Astock | $9,000 | – | 159 | +100.0% | 0.00% | – |
| BOE | New | BLACKROCK ENHANCED GLOBAL DIVI COMcef | $6,000 | – | 596 | +100.0% | 0.00% | – |
| PBA | New | PEMBINA PIPELINE CORP COMstock | $9,000 | – | 242 | +100.0% | 0.00% | – |
| BBN | Buy | BLACKROCK TAX MUNICPAL BD TR SHScef | $8,000 | +300.0% | 408 | +363.6% | 0.00% | – |
| NEAR | New | BLACKROCK SHORT MATURITY BOND ETFetf | $6,000 | – | 120 | +100.0% | 0.00% | – |
| CROX | CROCS INC COMstock | $5,000 | -37.5% | 100 | 0.0% | 0.00% | 0.0% | |
| PSF | COHEN & STEERS SELECT PFD & IN COMcef | $6,000 | -14.3% | 300 | 0.0% | 0.00% | 0.0% | |
| FPE | Sell | FIRST TRUST PREFERRED SECURITIES AND INCOME ETFetf | $5,000 | 0.0% | 274 | -3.9% | 0.00% | 0.0% |
| AOM | Buy | ISHARES MODERATE ALLOCATION FUNDetf | $12,000 | -14.3% | 321 | +0.3% | 0.00% | -50.0% |
| MDY | SPDR S&P MIDCAP 400 ETFetf | $6,000 | -14.3% | 14 | 0.0% | 0.00% | 0.0% | |
| TD | TORONTO DOMINION BK ONT COM NEWstock | $6,000 | -14.3% | 91 | 0.0% | 0.00% | 0.0% | |
| EFG | Buy | ISHARES MSCI EAFE GROWTH ETFetf | $5,000 | -16.7% | 67 | +1.5% | 0.00% | 0.0% |
| IFF | INTERNATIONAL FLAVORS&FRAGRANC COMstock | $6,000 | -14.3% | 51 | 0.0% | 0.00% | 0.0% | |
| CRL | CHARLES RIV LABS INTL INC COMstock | $5,000 | -28.6% | 25 | 0.0% | 0.00% | 0.0% | |
| LMBS | FIRST TRUST LOW DURATION MORTGAGE OPPORTUNITIES ETFetf | $5,000 | 0.0% | 103 | 0.0% | 0.00% | 0.0% | |
| RWL | INVESCO S&P 500 REVENUE ETFetf | $11,000 | -15.4% | 162 | 0.0% | 0.00% | 0.0% | |
| CUZ | COUSINS PPTYS INC COM NEWreit | $6,000 | -25.0% | 202 | 0.0% | 0.00% | 0.0% | |
| AES | Sell | AES CORP COMstock | $8,000 | -60.0% | 380 | -51.3% | 0.00% | -50.0% |
| IVW | ISHARES S&P 500 GROWTH ETFetf | $10,000 | -23.1% | 173 | 0.0% | 0.00% | 0.0% | |
| CC | CHEMOURS CO COMstock | $7,000 | 0.0% | 225 | 0.0% | 0.00% | 0.0% | |
| CTVA | Buy | CORTEVA INC COMstock | $7,000 | +133.3% | 138 | +155.6% | 0.00% | – |
| EAF | GRAFTECH INTL LTD COMstock | $5,000 | -28.6% | 700 | 0.0% | 0.00% | 0.0% | |
| SPYD | Buy | SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETFetf | $9,000 | 0.0% | 213 | +0.9% | 0.00% | 0.0% |
| BPT | BP PRUDHOE BAY RTY TR UNIT BEN INTstock | $10,000 | +42.9% | 500 | 0.0% | 0.00% | 0.0% | |
| JKHY | HENRY JACK & ASSOC INC COMstock | $5,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
| AZO | AUTOZONE INC COMstock | $6,000 | 0.0% | 3 | 0.0% | 0.00% | 0.0% | |
| BYM | BLACKROCK MUN INCOME QUALITY T COMcef | $10,000 | -9.1% | 833 | 0.0% | 0.00% | 0.0% | |
| GME | New | GAMESTOP CORP NEW CL Astock | $5,000 | – | 40 | +100.0% | 0.00% | – |
| PGR | PROGRESSIVE CORP COMstock | $8,000 | 0.0% | 72 | 0.0% | 0.00% | 0.0% | |
| FNDX | New | SCHWAB FUNDAMENTAL U.S. LARGE COMPANY INDEX ETFetf | $10,000 | – | 203 | +100.0% | 0.00% | – |
| DEF | INVESCO DEFENSIVE EQUITY ETFetf | $9,000 | -10.0% | 142 | 0.0% | 0.00% | 0.0% | |
| TPR | TAPESTRY INC COMstock | $9,000 | -18.2% | 300 | 0.0% | 0.00% | 0.0% | |
| PRLB | Sell | PROTO LABS INC COMstock | $7,000 | -41.7% | 150 | -33.3% | 0.00% | 0.0% |
| TNDM | TANDEM DIABETES CARE INC COM NEWstock | $6,000 | -50.0% | 100 | 0.0% | 0.00% | 0.0% | |
| AVNS | Sell | AVANOS MED INC COMstock | $12,000 | -20.0% | 437 | -2.0% | 0.00% | -50.0% |
| TPG INC COM CL Astock | $12,000 | -20.0% | 500 | 0.0% | 0.00% | -50.0% | ||
| EMB | Buy | ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETFetf | $8,000 | – | 88 | +100.0% | 0.00% | – |
| TMUS | T-MOBILE US INC COMstock | $7,000 | 0.0% | 53 | 0.0% | 0.00% | 0.0% | |
| Sell | INVENTRUST PPTYS CORP COM NEWreit | $10,000 | -37.5% | 396 | -25.0% | 0.00% | -50.0% | |
| IJT | Sell | ISHARES S&P SMALL-CAP 600 GROWTH ETFetf | $10,000 | -33.3% | 93 | -24.4% | 0.00% | -50.0% |
| CMG | Buy | CHIPOTLE MEXICAN GRILL INC COMstock | $7,000 | +133.3% | 5 | +150.0% | 0.00% | – |
| BGT | BLACKROCK FLOATING RATE INC TR COMcef | $9,000 | -10.0% | 800 | 0.0% | 0.00% | 0.0% | |
| A | AGILENT TECHNOLOGIES INC COMstock | $6,000 | -14.3% | 50 | 0.0% | 0.00% | 0.0% | |
| ISRG | Sell | INTUITIVE SURGICAL INC COM NEWstock | $6,000 | -57.1% | 30 | -33.3% | 0.00% | -50.0% |
| GAIN | New | GLADSTONE INVT CORP COMcef | $7,000 | – | 488 | +100.0% | 0.00% | – |
| REGN | REGENERON PHARMACEUTICALS COMstock | $6,000 | -14.3% | 10 | 0.0% | 0.00% | 0.0% | |
| FAX | Buy | ABRDN ASIA PACIFIC INCOME FUND COMcef | $8,000 | -11.1% | 2,681 | +0.6% | 0.00% | 0.0% |
| DOW | New | DOW INC COMstock | $8,000 | – | 155 | +100.0% | 0.00% | – |
| LUMN | Sell | LUMEN TECHNOLOGIES INC COMstock | $7,000 | -22.2% | 628 | -19.1% | 0.00% | 0.0% |
| DOV | DOVER CORP COMstock | $10,000 | -23.1% | 83 | 0.0% | 0.00% | 0.0% | |
| CPRI | CAPRI HOLDINGS LIMITED SHSstock | $8,000 | -20.0% | 200 | 0.0% | 0.00% | 0.0% | |
| HWM | HOWMET AEROSPACE INC COMstock | $7,000 | -12.5% | 233 | 0.0% | 0.00% | 0.0% | |
| MKSI | MKS INSTRS INC COMstock | $10,000 | -33.3% | 100 | 0.0% | 0.00% | -50.0% | |
| ZS | ZSCALER INC COMstock | $10,000 | -37.5% | 68 | 0.0% | 0.00% | -50.0% | |
| M | MACYS INC COMstock | $10,000 | -23.1% | 525 | 0.0% | 0.00% | 0.0% | |
| SHOO | MADDEN STEVEN LTD COMstock | $7,000 | -22.2% | 225 | 0.0% | 0.00% | 0.0% | |
| ZTS | ZOETIS INC CL Astock | $12,000 | -7.7% | 70 | 0.0% | 0.00% | 0.0% | |
| YUMC | YUM CHINA HLDGS INC COMstock | $8,000 | +14.3% | 164 | 0.0% | 0.00% | 0.0% | |
| BURL | BURLINGTON STORES INC COMstock | $9,000 | -25.0% | 65 | 0.0% | 0.00% | 0.0% | |
| MAIN | New | MAIN STR CAP CORP COMcef | $6,000 | – | 153 | +100.0% | 0.00% | – |
| MFC | MANULIFE FINL CORP COMstock | $5,000 | -16.7% | 260 | 0.0% | 0.00% | 0.0% | |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETFetf | $9,000 | -25.0% | 163 | 0.0% | 0.00% | 0.0% | |
| AUY | YAMANA GOLD INC COMstock | $12,000 | -14.3% | 2,500 | 0.0% | 0.00% | -50.0% | |
| DOCU | Sell | DOCUSIGN INC COMstock | $9,000 | -47.1% | 156 | -2.5% | 0.00% | -50.0% |
| EWY | Sell | ISHARES MSCI SOUTH KOREA ETFetf | $12,000 | -33.3% | 200 | -20.6% | 0.00% | -50.0% |
| RDY | DR REDDYS LABS LTD ADRadr | $7,000 | 0.0% | 120 | 0.0% | 0.00% | 0.0% | |
| QYLD | New | GLOBAL X NASDAQ 100 COVERED CALL ETFetf | $6,000 | – | 366 | +100.0% | 0.00% | – |
| WDAY | WORKDAY INC CL Astock | $5,000 | -44.4% | 38 | 0.0% | 0.00% | 0.0% | |
| JBHT | Sell | HUNT J B TRANS SVCS INC COMstock | $6,000 | -87.5% | 41 | -82.8% | 0.00% | -80.0% |
| JCI | Sell | JOHNSON CTLS INTL PLC SHSstock | $10,000 | -44.4% | 207 | -25.8% | 0.00% | -50.0% |
| MAT | Sell | MATTEL INC COMstock | $9,000 | -35.7% | 390 | -40.0% | 0.00% | -50.0% |
| HACK | ETFMG PRIME CYBER SECURITY ETFetf | $6,000 | -14.3% | 125 | 0.0% | 0.00% | 0.0% | |
| PBE | INVESCO DYNAMIC BIOTECHNOLOGY & GENOME ETFetf | $6,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| PFFD | New | GLOBAL X U.S. PREFERRED ETFetf | $7,000 | – | 313 | +100.0% | 0.00% | – |
| DFS | Sell | DISCOVER FINL SVCS COMstock | $5,000 | -37.5% | 50 | -28.6% | 0.00% | 0.0% |
| CMP | COMPASS MINERALS INTL INC COMstock | $10,000 | -47.4% | 295 | 0.0% | 0.00% | -50.0% | |
| LEVI | LEVI STRAUSS & CO NEW CL A COM STKstock | $7,000 | -12.5% | 400 | 0.0% | 0.00% | 0.0% | |
| LEN | New | LENNAR CORP CL Astock | $7,000 | – | 100 | +100.0% | 0.00% | – |
| BWA | Buy | BORGWARNER INC COMstock | $6,000 | -14.3% | 188 | +0.5% | 0.00% | 0.0% |
| FANG | DIAMONDBACK ENERGY INC COMstock | $9,000 | -10.0% | 75 | 0.0% | 0.00% | 0.0% | |
| IRM | New | IRON MTN INC DEL COMreit | $5,000 | – | 95 | +100.0% | 0.00% | – |
| INTU | Sell | INTUIT COMstock | $7,000 | -82.9% | 17 | -80.2% | 0.00% | -75.0% |
| WCC | WESCO INTL INC COMstock | $6,000 | -14.3% | 54 | 0.0% | 0.00% | 0.0% | |
| WEBER INC CL Astock | $5,000 | -16.7% | 650 | 0.0% | 0.00% | 0.0% | ||
| NCLH | Sell | NORWEGIAN CRUISE LINE HLDG LTD SHSstock | $12,000 | -52.0% | 1,100 | -4.3% | 0.00% | -66.7% |
| ASML | ASML HOLDING N V N Y REGISTRY SHSadr | $12,000 | -29.4% | 26 | 0.0% | 0.00% | -50.0% | |
| NXPI | NXP SEMICONDUCTORS N V COMstock | $9,000 | -18.2% | 61 | 0.0% | 0.00% | 0.0% | |
| EMO | CLEARBRIDGE ENERGY MIDSTRM OPP COMcef | $8,000 | -11.1% | 318 | 0.0% | 0.00% | 0.0% | |
| HRB | Sell | BLOCK H & R INC COMstock | $8,000 | -57.9% | 216 | -69.8% | 0.00% | -50.0% |
| KSS | KOHLS CORP COMstock | $11,000 | -38.9% | 300 | 0.0% | 0.00% | -50.0% | |
| DELL | Sell | DELL TECHNOLOGIES INC CL Cstock | $6,000 | -40.0% | 126 | -34.4% | 0.00% | 0.0% |
| MULLEN AUTOMOTIVE INC COMstock | $6,000 | -64.7% | 5,781 | 0.0% | 0.00% | -50.0% | ||
| KRG | KITE RLTY GROUP TR COM NEWreit | $9,000 | -25.0% | 533 | 0.0% | 0.00% | 0.0% | |
| WIRE | ENCORE WIRE CORP COMstock | $10,000 | -9.1% | 100 | 0.0% | 0.00% | 0.0% | |
| KEYS | KEYSIGHT TECHNOLOGIES INC COMstock | $7,000 | -12.5% | 50 | 0.0% | 0.00% | 0.0% | |
| CSX | Sell | CSX CORP COMstock | $10,000 | -56.5% | 330 | -46.9% | 0.00% | -50.0% |
| K | Buy | KELLOGG CO COMstock | $8,000 | +166.7% | 116 | +132.0% | 0.00% | – |
| ESGV | Exit | VANGUARD ESG U.S. STOCK ETFetf | $0 | – | -20 | -100.0% | 0.00% | – |
| ARKW | ARK NEXT GENERATION INTERNET ETFetf | $1,000 | -50.0% | 20 | 0.0% | 0.00% | – | |
| BCI | Sell | ABRDN BLOOMBERG ALL COMMODITY STRATEGY K-1 FREE ETFetf | $1,000 | 0.0% | 34 | -2.9% | 0.00% | – |
| AAP | ADVANCE AUTO PARTS INC COMstock | $2,000 | 0.0% | 11 | 0.0% | 0.00% | – | |
| ASIX | Buy | ADVANSIX INC COMstock | $1,000 | 0.0% | 15 | +36.4% | 0.00% | – |
| ALRM | ALARM COM HLDGS INC COMstock | $1,000 | 0.0% | 18 | 0.0% | 0.00% | – | |
| ACI | ALBERTSONS COS INC COMMON STOCKstock | $1,000 | 0.0% | 40 | 0.0% | 0.00% | – | |
| ALLY | ALLY FINL INC COMstock | $3,000 | 0.0% | 77 | 0.0% | 0.00% | – | |
| AMRN | AMARIN CORP PLC SPONS ADR NEWadr | $1,000 | -66.7% | 1,000 | 0.0% | 0.00% | – | |
| AEE | AMEREN CORP COMstock | $3,000 | 0.0% | 28 | 0.0% | 0.00% | – | |
| AVDE | AVANTIS INTERNATIONAL EQUITY ETFetf | $3,000 | 0.0% | 58 | 0.0% | 0.00% | – | |
| AIG | AMERICAN INTL GROUP INC COM NEWstock | $1,000 | -50.0% | 29 | 0.0% | 0.00% | – | |
| APH | AMPHENOL CORP NEW CL Astock | $3,000 | -25.0% | 53 | 0.0% | 0.00% | – | |
| AMYT | AMRYT PHARMA PLC SPONSORED ADSadr | $0 | – | 5 | 0.0% | 0.00% | – | |
| NLY | ANNALY CAPITAL MANAGEMENT INC COMreit | $3,000 | -25.0% | 500 | 0.0% | 0.00% | – | |
| ANSS | ANSYS INC COMstock | $1,000 | -50.0% | 6 | 0.0% | 0.00% | – | |
| APPN | Sell | APPIAN CORP CL Astock | $1,000 | 0.0% | 12 | -14.3% | 0.00% | – |
| AUB | ATLANTIC UN BANKSHARES CORP COMstock | $3,000 | -25.0% | 100 | 0.0% | 0.00% | – | |
| ACB | AURORA CANNABIS INC COMstock | $0 | – | 125 | 0.0% | 0.00% | – | |
| AVB | AVALONBAY CMNTYS INC COMreit | $4,000 | -20.0% | 21 | 0.0% | 0.00% | -100.0% | |
| AVNW | AVIAT NETWORKS INC COM NEWstock | $0 | – | 10 | 0.0% | 0.00% | – | |
| BYND | BEYOND MEAT INC COMstock | $0 | – | 5 | 0.0% | 0.00% | – | |
| Sell | BITNILE HOLDINGS INC COMstock | $0 | -100.0% | 600 | -40.0% | 0.00% | – | |
| MYD | New | BLACKROCK MUNIYIELD FD INC COMcef | $0 | – | 0 | +100.0% | 0.00% | – |
| MUC | Buy | BLACKROCK MUNIHLDNGS CALI QLTY COMcef | $4,000 | -20.0% | 350 | +0.9% | 0.00% | -100.0% |
| BKNG | Sell | BOOKING HOLDINGS INC COMstock | $3,000 | -88.5% | 2 | -81.8% | 0.00% | -100.0% |
| BHF | BRIGHTHOUSE FINL INC COMstock | $1,000 | -50.0% | 36 | 0.0% | 0.00% | – | |
| EAT | BRINKER INTL INC COMstock | $3,000 | -50.0% | 150 | 0.0% | 0.00% | -100.0% | |
| CME | CME GROUP INC COMstock | $3,000 | -25.0% | 16 | 0.0% | 0.00% | – | |
| CMS | CMS ENERGY CORP COMstock | $2,000 | 0.0% | 32 | 0.0% | 0.00% | – | |
| CP | CANADIAN PAC RY LTD COMstock | $1,000 | -50.0% | 20 | 0.0% | 0.00% | – | |
| CGC | Sell | CANOPY GROWTH CORP COMstock | $4,000 | -60.0% | 1,250 | -3.8% | 0.00% | -100.0% |
| CNC | CENTENE CORP DEL COMstock | $2,000 | 0.0% | 24 | 0.0% | 0.00% | – | |
| CGAU | CENTERRA GOLD INC COMstock | $1,000 | -50.0% | 200 | 0.0% | 0.00% | – | |
| CRNC | CERENCE INC COMstock | $1,000 | 0.0% | 22 | 0.0% | 0.00% | – | |
| CHX | CHAMPIONX CORPORATION COMstock | $1,000 | 0.0% | 41 | 0.0% | 0.00% | – | |
| CHPT | CHARGEPOINT HOLDINGS INC COM CL Astock | $2,000 | -33.3% | 130 | 0.0% | 0.00% | – | |
| CHTR | CHARTER COMMUNICATIONS INC NEW CL Astock | $3,000 | -25.0% | 7 | 0.0% | 0.00% | – | |
| CHWY | CHEWY INC CL Astock | $4,000 | -20.0% | 122 | 0.0% | 0.00% | -100.0% | |
| CRUS | New | CIRRUS LOGIC INC COMstock | $0 | – | 2 | +100.0% | 0.00% | – |
| CGNX | COGNEX CORP COMstock | $1,000 | 0.0% | 12 | 0.0% | 0.00% | – | |
| COIN | Sell | COINBASE GLOBAL INC COM CL Astock | $0 | -100.0% | 6 | -45.5% | 0.00% | – |
| CNSL | CONSOLIDATED COMM HLDGS INC COMstock | $0 | – | 62 | 0.0% | 0.00% | – | |
| CTGO | CONTANGO ORE INC COMstock | $2,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
| CPRT | Sell | COPART INC COMstock | $3,000 | -86.4% | 24 | -86.2% | 0.00% | -100.0% |
| CSGP | COSTAR GROUP INC COMstock | $2,000 | 0.0% | 30 | 0.0% | 0.00% | – | |
| CVET | COVETRUS INC COMstock | $4,000 | +33.3% | 200 | 0.0% | 0.00% | – | |
| HYLB | Sell | X-TRACKERS USD HIGH YIELD CORPORATE BOND ETFetf | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| RVNU | X-TRACKERS MUNICIPAL INFRASTRUCTURE REVENUE BOND ETFetf | $4,000 | 0.0% | 150 | 0.0% | 0.00% | – | |
| XRAY | DENTSPLY SIRONA INC COMstock | $4,000 | -20.0% | 100 | 0.0% | 0.00% | -100.0% | |
| NUGT | DIREXION DAILY GOLD MINERS INDEX BULL 2X SHARESetf | $0 | – | 6 | 0.0% | 0.00% | – | |
| DISH | DISH NETWORK CORPORATION CL Astock | $1,000 | 0.0% | 32 | 0.0% | 0.00% | – | |
| DRE | DUKE REALTY CORP COM NEWreit | $3,000 | 0.0% | 46 | 0.0% | 0.00% | – | |
| New | DUTCH BROS INC CL Astock | $3,000 | – | 100 | +100.0% | 0.00% | – | |
| EMX | EMX RTY CORP COMstock | $1,000 | 0.0% | 300 | 0.0% | 0.00% | – | |
| EMN | Sell | EASTMAN CHEM CO COMstock | $2,000 | -50.0% | 19 | -51.3% | 0.00% | – |
| ETV | New | EATON VANCE TAX-MANAGED BUY- W COMcef | $4,000 | – | 300 | +100.0% | 0.00% | – |
| New | EMBECTA CORP COMMON STOCKstock | $0 | – | 16 | +100.0% | 0.00% | – | |
| EQIX | EQUINIX INC COMreit | $2,000 | 0.0% | 3 | 0.0% | 0.00% | – | |
| EQX | EQUINOX GOLD CORP COMstock | $0 | – | 39 | 0.0% | 0.00% | – | |
| EVCM | New | EVERCOMMERCE INC COMstock | $0 | – | 2 | +100.0% | 0.00% | – |
| FICO | New | FAIR ISAAC CORP COMstock | $0 | – | 1 | +100.0% | 0.00% | – |
| ONEQ | New | FIDELITY NASDAQ COMPOSITE INDEX TRACKING STOCK FUNDetf | $0 | – | 0 | +100.0% | 0.00% | – |
| FNCL | Sell | FIDELITY MSCI FINANCIALS INDEX ETFetf | $3,000 | -88.5% | 58 | -87.7% | 0.00% | -100.0% |
| FHLC | Sell | FIDELITY MSCI HEALTH CARE INDEX ETFetf | $1,000 | -80.0% | 17 | -79.3% | 0.00% | -100.0% |
| FTEC | Sell | FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETFetf | $4,000 | -81.8% | 46 | -74.3% | 0.00% | -100.0% |
| QCLN | FIRST TRUST NASDAQ CLEAN EDGE GREEN ENERGY ETFetf | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
| FXU | Sell | FIRST TRUST UTILITIES ALPHADEX FUNDetf | $0 | -100.0% | 0 | -100.0% | 0.00% | – |
| FTSL | FIRST TRUST SENIOR LOAN FUNDetf | $3,000 | 0.0% | 68 | 0.0% | 0.00% | – | |
| FSD | FIRST TR HIGH INCOME LONG / SH COMcef | $1,000 | 0.0% | 80 | 0.0% | 0.00% | – | |
| BUFR | FT CBOE VEST FUND OF BUFFER ETFSetf | $3,000 | 0.0% | 117 | 0.0% | 0.00% | – | |
| BUFD | FT CBOE VEST FUND OF DEEP BUFFER ETFSetf | $3,000 | 0.0% | 130 | 0.0% | 0.00% | – | |
| FIVE | FIVE BELOW INC COMstock | $1,000 | -50.0% | 12 | 0.0% | 0.00% | – | |
| FLR | FLUOR CORP NEW COMstock | $1,000 | 0.0% | 45 | 0.0% | 0.00% | – | |
| FSM | FORTUNA SILVER MINES INC COMstock | $1,000 | 0.0% | 200 | 0.0% | 0.00% | – | |
| FTF | FRANKLIN LTD DURATION INCOME T COMcef | $2,000 | 0.0% | 300 | 0.0% | 0.00% | – | |
| GTX | New | GARRETT MOTION INC COMstock | $0 | – | 15 | +100.0% | 0.00% | – |
| GNW | GENWORTH FINL INC COM CL Astock | $1,000 | 0.0% | 200 | 0.0% | 0.00% | – | |
| GEVO | New | GEVO INC COM PARstock | $0 | – | 3 | +100.0% | 0.00% | – |
| GDDY | GODADDY INC CL Astock | $1,000 | 0.0% | 15 | 0.0% | 0.00% | – | |
| GSV | GOLD STD VENTURES CORP COMstock | $1,000 | 0.0% | 2,000 | 0.0% | 0.00% | – | |
| HPI | HANCOCK JOHN PFD INCOME FD SH BEN INTcef | $4,000 | 0.0% | 200 | 0.0% | 0.00% | – | |
| HMY | Sell | HARMONY GOLD MINING CO LTD SPONSORED ADRadr | $1,000 | -50.0% | 180 | -40.0% | 0.00% | – |
| HEI | HEICO CORP NEW COMstock | $2,000 | 0.0% | 12 | 0.0% | 0.00% | – | |
| IAUCF | New | I-80 GOLD CORP COMstock | $0 | – | 80 | +100.0% | 0.00% | – |
| IAG | IAMGOLD CORP COMstock | $0 | – | 100 | 0.0% | 0.00% | – | |
| ILMN | ILLUMINA INC COMstock | $1,000 | 0.0% | 4 | 0.0% | 0.00% | – | |
| PI | IMPINJ INC COMstock | $1,000 | -50.0% | 25 | 0.0% | 0.00% | – | |
| IR | INGERSOLL RAND INC COMstock | $1,000 | 0.0% | 17 | 0.0% | 0.00% | – | |
| ITRG | INTEGRA RES CORP COM NEWstock | $0 | -100.0% | 375 | 0.0% | 0.00% | – | |
| PBW | Sell | INVESCO WILDERHILL CLEAN ENERGY ETFetf | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| ERTH | Sell | INVESCO MSCI SUSTAINABLE FUTURE ETFetf | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| DBC | INVESCO DB COMMODITY INDEX TRACKING FUNDetf | $3,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
| XMLV | Sell | INVESCO S&P MIDCAP LOW VOLATILITY ETFetf | $0 | -100.0% | 0 | -100.0% | 0.00% | – |
| PGX | INVESCO PREFERRED ETFetf | $4,000 | 0.0% | 299 | 0.0% | 0.00% | – | |
| BKLN | Sell | INVESCO SENIOR LOAN ETFetf | $0 | – | 0 | -100.0% | 0.00% | – |
| BAB | INVESCO TAXABLE MUNICIPAL BOND ETFetf | $0 | – | 14 | 0.0% | 0.00% | – | |
| IAU | ISHARES GOLD TRUSTetf | $2,000 | 0.0% | 50 | 0.0% | 0.00% | – | |
| IXG | Buy | ISHARES GLOBAL FINANCIALS ETFetf | $3,000 | -25.0% | 51 | +2.0% | 0.00% | – |
| IXC | ISHARES GLOBAL ENERGY ETFetf | $3,000 | -25.0% | 99 | 0.0% | 0.00% | – | |
| IWB | ISHARES RUSSELL 1000 ETFetf | $2,000 | 0.0% | 8 | 0.0% | 0.00% | – | |
| IWN | Sell | ISHARES RUSSELL 2000 VALUE ETFetf | $1,000 | -87.5% | 11 | -78.0% | 0.00% | -100.0% |
| IYW | ISHARES U.S. TECHNOLOGY ETFetf | $2,000 | 0.0% | 19 | 0.0% | 0.00% | – | |
| IDV | Sell | ISHARES INTERNATIONAL SELECT DIVIDEND ETFetf | $3,000 | -84.2% | 100 | -83.3% | 0.00% | -100.0% |
| IFGL | New | ISHARES FTSE EPRA/NAREIT DEVELOPED REAL ESTATE EX-US INDEX FUNDetf | $0 | – | 1 | +100.0% | 0.00% | – |
| SLV | Sell | ISHARES SILVER TRUSTetf | $4,000 | -77.8% | 200 | -74.5% | 0.00% | -100.0% |
| COMT | ISHARES GSCI COMMODITY DYNAMIC ROLL STRATEGY ETFetf | $0 | – | 1 | 0.0% | 0.00% | – | |
| VLUE | Sell | ISHARES MSCI USA VALUE FACTOR ETFetf | $2,000 | -96.7% | 26 | -95.4% | 0.00% | -100.0% |
| IQLT | Sell | ISHARES MSCI INTL QUALITY FACTOR ETFetf | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| DGRO | Sell | ISHARES CORE DIVIDEND GROWTH ETFetf | $2,000 | -96.6% | 38 | -96.5% | 0.00% | -100.0% |
| IVLU | ISHARES MSCI INTL VALUE FACTOR ETFetf | $1,000 | -50.0% | 66 | 0.0% | 0.00% | – | |
| FALN | Buy | ISHARES FALLEN ANGELS USD BOND ETFetf | $3,000 | 0.0% | 108 | +0.9% | 0.00% | – |
| New | JAGUAR HEALTH INC COM NEWstock | $0 | – | 3 | +100.0% | 0.00% | – | |
| KTB | KONTOOR BRANDS INC COMstock | $0 | -100.0% | 14 | 0.0% | 0.00% | – | |
| Sell | KYNDRYL HLDGS INC COMMON STOCKstock | $1,000 | -98.3% | 92 | -98.0% | 0.00% | -100.0% | |
| EL | LAUDER ESTEE COS INC CL Astock | $4,000 | 0.0% | 16 | 0.0% | 0.00% | – | |
| LC | LENDINGCLUB CORP COM NEWstock | $0 | – | 10 | 0.0% | 0.00% | – | |
| LBRDK | LIBERTY BROADBAND CORP COM SER Cstock | $1,000 | 0.0% | 5 | 0.0% | 0.00% | – | |
| LSI | LIFE STORAGE INC COMreit | $2,000 | -33.3% | 18 | 0.0% | 0.00% | – | |
| Sell | LUCID GROUP INC COMstock | $3,000 | -70.0% | 200 | -46.7% | 0.00% | -100.0% | |
| LULU | Buy | LULULEMON ATHLETICA INC COMstock | $4,000 | – | 15 | +1400.0% | 0.00% | – |
| LITE | LUMENTUM HLDGS INC COMstock | $1,000 | 0.0% | 7 | 0.0% | 0.00% | – | |
| MGA | Sell | MAGNA INTL INC COMstock | $0 | -100.0% | 0 | -100.0% | 0.00% | – |
| MTCH | MATCH GROUP INC NEW COMstock | $2,000 | -33.3% | 28 | 0.0% | 0.00% | – | |
| MPW | Buy | MEDICAL PPTYS TRUST INC COMreit | $4,000 | – | 254 | +4133.3% | 0.00% | – |
| MXC | MEXCO ENERGY CORP COMstock | $0 | – | 22 | 0.0% | 0.00% | – | |
| MITK | MITEK SYS INC COM NEWstock | $3,000 | -25.0% | 300 | 0.0% | 0.00% | – | |
| MNST | MONSTER BEVERAGE CORP NEW COMstock | $2,000 | 0.0% | 25 | 0.0% | 0.00% | – | |
| NCR | NCR CORP NEW COMstock | $2,000 | 0.0% | 60 | 0.0% | 0.00% | – | |
| NHI | Sell | NATIONAL HEALTH INVS INC COMreit | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| NNN | NATIONAL RETAIL PROPERTIES INC COMreit | $4,000 | 0.0% | 99 | 0.0% | 0.00% | – | |
| NGD | NEW GOLD INC CDA COMstock | $1,000 | 0.0% | 600 | 0.0% | 0.00% | – | |
| NEWT | NEWTEK BUSINESS SVCS CORP COM NEWcef | $2,000 | -33.3% | 113 | 0.0% | 0.00% | – | |
| NSRXD | NOMAD ROYALTY COMPANY LTD COM NEWstock | $4,000 | 0.0% | 500 | 0.0% | 0.00% | – | |
| JWN | Sell | NORDSTROM INC COMstock | $2,000 | -75.0% | 100 | -66.7% | 0.00% | -100.0% |
| NRT | NORTH EUROPEAN OIL RTY TR SH BEN INTstock | $4,000 | -33.3% | 350 | 0.0% | 0.00% | -100.0% | |
| NLOK | NORTONLIFELOCK INC COMstock | $4,000 | -20.0% | 196 | 0.0% | 0.00% | -100.0% | |
| NVS | NOVARTIS AG SPONSORED ADRadr | $4,000 | -20.0% | 53 | 0.0% | 0.00% | -100.0% | |
| NVAX | NOVAVAX INC COM NEWstock | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
| OGIG | ALPS O'SHARES GLOBAL INTERNET GIANTS ETFetf | $1,000 | 0.0% | 27 | 0.0% | 0.00% | – | |
| OXYWS | OCCIDENTAL PETE CORP WT EXP 080327stock | $0 | – | 3 | 0.0% | 0.00% | – | |
| OKTA | New | OKTA INC CL Astock | $0 | – | 3 | +100.0% | 0.00% | – |
| OMC | Sell | OMNICOM GROUP INC COMstock | $2,000 | -75.0% | 35 | -63.5% | 0.00% | -100.0% |
| OGS | ONE GAS INC COMstock | $2,000 | 0.0% | 25 | 0.0% | 0.00% | – | |
| Buy | ORION OFFICE REIT INC COMreit | $0 | – | 12 | +100.0% | 0.00% | – | |
| PANW | PALO ALTO NETWORKS INC COMstock | $3,000 | -25.0% | 7 | 0.0% | 0.00% | – | |
| PAAS | PAN AMERN SILVER CORP COMstock | $4,000 | -33.3% | 207 | 0.0% | 0.00% | -100.0% | |
| PK | PARK HOTELS & RESORTS INC COMreit | $1,000 | 0.0% | 55 | 0.0% | 0.00% | – | |
| PCTY | PAYLOCITY HLDG CORP COMstock | $1,000 | 0.0% | 5 | 0.0% | 0.00% | – | |
| PTON | New | PELOTON INTERACTIVE INC CL A COMstock | $0 | – | 8 | +100.0% | 0.00% | – |
| PTY | PIMCO CORPORATE & INCOME OPPOR COMcef | $1,000 | -50.0% | 100 | 0.0% | 0.00% | – | |
| BOND | PIMCO ACTIVE BOND EXCHANGE-TRADED FUNDetf | $4,000 | 0.0% | 42 | 0.0% | 0.00% | – | |
| PNFP | PINNACLE FINL PARTNERS INC COMstock | $1,000 | 0.0% | 13 | 0.0% | 0.00% | – | |
| PXD | PIONEER NAT RES CO COMstock | $4,000 | -20.0% | 20 | 0.0% | 0.00% | -100.0% | |
| PBI | PITNEY BOWES INC COMstock | $0 | – | 50 | 0.0% | 0.00% | – | |
| QS | QUANTUMSCAPE CORP COM CL Astock | $1,000 | -50.0% | 115 | 0.0% | 0.00% | – | |
| DGX | QUEST DIAGNOSTICS INC COMstock | $3,000 | 0.0% | 21 | 0.0% | 0.00% | – | |
| QRHC | QUEST RESOURCE HLDG CORP COM NEWstock | $2,000 | 0.0% | 375 | 0.0% | 0.00% | – | |
| QRTEA | QURATE RETAIL INC COM SER Astock | $2,000 | -33.3% | 573 | 0.0% | 0.00% | – | |
| RDFN | Buy | REDFIN CORP COMstock | $0 | – | 5 | +66.7% | 0.00% | – |
| REZI | New | RESIDEO TECHNOLOGIES INC COMstock | $0 | – | 25 | +100.0% | 0.00% | – |
| RNG | RINGCENTRAL INC CL Astock | $1,000 | -66.7% | 26 | 0.0% | 0.00% | – | |
| RBA | RITCHIE BROS AUCTIONEERS COMstock | $1,000 | 0.0% | 21 | 0.0% | 0.00% | – | |
| ROL | ROLLINS INC COMstock | $1,000 | 0.0% | 39 | 0.0% | 0.00% | – | |
| ROP | ROPER TECHNOLOGIES INC COMstock | $2,000 | -33.3% | 6 | 0.0% | 0.00% | – | |
| SRLN | Sell | SPDR BLACKSTONE SENIOR LOAN ETFetf | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| XOP | SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETFetf | $2,000 | 0.0% | 17 | 0.0% | 0.00% | – | |
| BIL | Sell | SPDR BLOOMBERG 1-3 MONTH T-BILL ETFetf | $0 | -100.0% | 2 | -96.9% | 0.00% | -100.0% |
| SHM | SPDR NUVEEN BLOOMBERG SHORT TERM MUNICIPAL BOND ETFetf | $1,000 | 0.0% | 30 | 0.0% | 0.00% | – | |
| SABR | SABRE CORP COMstock | $4,000 | -50.0% | 666 | 0.0% | 0.00% | -100.0% | |
| SCHB | Sell | SCHWAB U.S. BROAD MARKET ETFetf | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| SCHM | SCHWAB U.S. MID-CAP ETFetf | $2,000 | -33.3% | 38 | 0.0% | 0.00% | – | |
| SCHA | Sell | SCHWAB U.S. SMALL-CAP ETFetf | $4,000 | -71.4% | 105 | -65.6% | 0.00% | -100.0% |
| SCHP | Sell | SCHWAB U.S. TIPS ETFetf | $2,000 | -77.8% | 34 | -77.9% | 0.00% | -100.0% |
| XLI | INDUSTRIAL SELECT SECTOR SPDR FUNDetf | $3,000 | 0.0% | 33 | 0.0% | 0.00% | – | |
| SIRI | Sell | SIRIUS XM HOLDINGS INC COMstock | $0 | -100.0% | 61 | -87.9% | 0.00% | – |
| SKEENA RES LTD NEW COMstock | $1,000 | 0.0% | 100 | 0.0% | 0.00% | – | ||
| New | SOLID POWER INC CLASS A COMstock | $0 | – | 3 | +100.0% | 0.00% | – | |
| SON | SONOCO PRODS CO COMstock | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
| SONY | SONY GROUP CORPORATION SPONSORED ADRadr | $2,000 | 0.0% | 22 | 0.0% | 0.00% | – | |
| SRC | Buy | SPIRIT RLTY CAP INC NEW COM NEWreit | $0 | – | 9 | +28.6% | 0.00% | – |
| SFM | SPROUTS FMRS MKT INC COMstock | $2,000 | 0.0% | 75 | 0.0% | 0.00% | – | |
| SQ | BLOCK INC CL Astock | $4,000 | -55.6% | 69 | 0.0% | 0.00% | -100.0% | |
| STOR | Buy | STORE CAP CORP COMreit | $3,000 | 0.0% | 107 | +0.9% | 0.00% | – |
| RGR | Sell | STURM RUGER & CO INC COMstock | $4,000 | -78.9% | 60 | -78.6% | 0.00% | -100.0% |
| SU | Sell | SUNCOR ENERGY INC NEW COMstock | $4,000 | -20.0% | 104 | -33.3% | 0.00% | -100.0% |
| SPWR | SUNPOWER CORP COMstock | $2,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
| RUN | SUNRUN INC COMstock | $2,000 | 0.0% | 82 | 0.0% | 0.00% | – | |
| Sell | SYLVAMO CORP COMMON STOCKstock | $1,000 | 0.0% | 37 | -7.5% | 0.00% | – | |
| TRGP | TARGA RES CORP COMstock | $3,000 | -25.0% | 50 | 0.0% | 0.00% | – | |
| TDOC | Sell | TELADOC HEALTH INC COMstock | $0 | -100.0% | 15 | -16.7% | 0.00% | – |
| TXG | 10X GENOMICS INC CL A COMstock | $0 | -100.0% | 10 | 0.0% | 0.00% | – | |
| TDC | TERADATA CORP DEL COMstock | $2,000 | -33.3% | 60 | 0.0% | 0.00% | – | |
| TER | TERADYNE INC COMstock | $3,000 | -25.0% | 35 | 0.0% | 0.00% | – | |
| TEVA | Sell | TEVA PHARMACEUTICAL INDS LTD SPONSORED ADSadr | $1,000 | -50.0% | 100 | -48.7% | 0.00% | – |
| TLRY | TILRAY BRANDS INC COM CL 2stock | $2,000 | -60.0% | 670 | 0.0% | 0.00% | -100.0% | |
| TM | TOYOTA MOTOR CORP ADSadr | $0 | – | 1 | 0.0% | 0.00% | – | |
| TNL | Sell | TRAVEL PLUS LEISURE CO COMstock | $2,000 | -60.0% | 59 | -25.3% | 0.00% | -100.0% |
| TRVG | TRIVAGO N V SPON ADS A SHSadr | $0 | – | 22 | 0.0% | 0.00% | – | |
| TWLO | Sell | TWILIO INC CL Astock | $3,000 | -50.0% | 35 | -2.8% | 0.00% | -100.0% |
| TYL | TYLER TECHNOLOGIES INC COMstock | $2,000 | 0.0% | 5 | 0.0% | 0.00% | – | |
| UDR | UDR INC COMreit | $3,000 | -25.0% | 69 | 0.0% | 0.00% | – | |
| SLCA | U S SILICA HLDGS INC COMstock | $0 | – | 5 | 0.0% | 0.00% | – | |
| UAA | Sell | UNDER ARMOUR INC CL Astock | $3,000 | -72.7% | 335 | -47.2% | 0.00% | -100.0% |
| UA | UNDER ARMOUR INC CL Cstock | $1,000 | -50.0% | 135 | 0.0% | 0.00% | – | |
| UAL | UNITED AIRLS HLDGS INC COMstock | $0 | – | 10 | 0.0% | 0.00% | – | |
| X | UNITED STATES STL CORP NEW COMstock | $2,000 | -50.0% | 100 | 0.0% | 0.00% | – | |
| U | New | UNITY SOFTWARE INC COMstock | $0 | – | 5 | +100.0% | 0.00% | – |
| UHS | UNIVERSAL HLTH SVCS INC CL Bstock | $1,000 | -50.0% | 11 | 0.0% | 0.00% | – | |
| RSX | VANECK RUSSIA ETFetf | $1,000 | 0.0% | 95 | 0.0% | 0.00% | – | |
| VSGX | VANGUARD ESG INTERNATIONAL STOCK ETFetf | $1,000 | 0.0% | 20 | 0.0% | 0.00% | – | |
| VHT | VANGUARD HEALTH CARE INDEX FUNDetf | $1,000 | 0.0% | 3 | 0.0% | 0.00% | – | |
| VMBS | New | VANGUARD MORTGAGE-BACKED SECURITIES ETFetf | $4,000 | – | 86 | +100.0% | 0.00% | – |
| VRSK | VERISK ANALYTICS INC COMstock | $2,000 | 0.0% | 9 | 0.0% | 0.00% | – | |
| VIAV | VIAVI SOLUTIONS INC COMstock | $0 | -100.0% | 37 | 0.0% | 0.00% | – | |
| VSTO | Sell | VISTA OUTDOOR INC COMstock | $3,000 | -57.1% | 108 | -48.1% | 0.00% | -100.0% |
| VMC | VULCAN MATLS CO COMstock | $2,000 | -33.3% | 14 | 0.0% | 0.00% | – | |
| WAB | Buy | WABTEC COMstock | $0 | – | 5 | +400.0% | 0.00% | – |
| WMK | Sell | WEIS MKTS INC COMstock | $2,000 | -89.5% | 30 | -88.5% | 0.00% | -100.0% |
| WRN | WESTERN COPPER & GOLD CORP COMstock | $1,000 | 0.0% | 500 | 0.0% | 0.00% | – | |
| WPM | WHEATON PRECIOUS METALS CORP COMstock | $4,000 | -20.0% | 100 | 0.0% | 0.00% | -100.0% | |
| WSC | WILLSCOT MOBIL MINI HLDNG CORP COM CL Astock | $2,000 | 0.0% | 57 | 0.0% | 0.00% | – | |
| WING | WINGSTOP INC COMstock | $2,000 | -50.0% | 30 | 0.0% | 0.00% | – | |
| EZM | Buy | WISDOMTREE U.S. MIDCAP FUNDetf | $2,000 | +100.0% | 53 | +211.8% | 0.00% | – |
| AGGY | Sell | WISDOMTREE YIELD ENHANCED U.S. AGGREGATE BOND FUNDetf | $1,000 | 0.0% | 21 | -25.0% | 0.00% | – |
| XSOE | Buy | WISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUNDetf | $2,000 | 0.0% | 71 | +1.4% | 0.00% | – |
| Sell | WOLFSPEED INC COMstock | $2,000 | -71.4% | 26 | -55.9% | 0.00% | -100.0% | |
| WH | Sell | WYNDHAM HOTELS & RESORTS INC COMstock | $4,000 | -42.9% | 59 | -25.3% | 0.00% | -100.0% |
| WYNN | Sell | WYNN RESORTS LTD COMstock | $3,000 | -75.0% | 50 | -66.7% | 0.00% | -100.0% |
| XHR | XENIA HOTELS & RESORTS INC COMreit | $4,000 | -20.0% | 250 | 0.0% | 0.00% | -100.0% | |
| ZEVIA PBC CL Astock | $0 | – | 100 | 0.0% | 0.00% | – | ||
| ZYXI | New | ZYNEX INC COMstock | $0 | – | 4 | +100.0% | 0.00% | – |
| DB | Sell | DEUTSCHE BANK A G NAMEN AKTstock | $0 | -100.0% | 50 | -90.9% | 0.00% | -100.0% |
| ADNT | ADIENT PLC ORD SHSstock | $0 | – | 8 | 0.0% | 0.00% | – | |
| ALTAMIRA THERAPEUTICS LTD SHSstock | $0 | – | 100 | 0.0% | 0.00% | – | ||
| TEAM | ATLASSIAN CORP PLC CL Astock | $2,000 | -33.3% | 9 | 0.0% | 0.00% | – | |
| CCEP | COCA-COLA EUROPACIFIC PARTNERS SHSstock | $4,000 | +33.3% | 68 | 0.0% | 0.00% | – | |
| GOGL | GOLDEN OCEAN GROUP LTD SHS NEWstock | $2,000 | 0.0% | 200 | 0.0% | 0.00% | – | |
| APTV | APTIV PLC SHSstock | $1,000 | -50.0% | 13 | 0.0% | 0.00% | – | |
| AOSL | ALPHA & OMEGA SEMICONDUCTOR LT SHSstock | $3,000 | -40.0% | 100 | 0.0% | 0.00% | -100.0% | |
| NLSN | NIELSEN HLDGS PLC SHS EURstock | $2,000 | -33.3% | 100 | 0.0% | 0.00% | – | |
| TT | TRANE TECHNOLOGIES PLC SHSstock | $3,000 | 0.0% | 20 | 0.0% | 0.00% | – | |
| PRGO | PERRIGO CO PLC SHSstock | $0 | – | 10 | 0.0% | 0.00% | – | |
| RIG | TRANSOCEAN LTD REG SHSstock | $1,000 | 0.0% | 155 | 0.0% | 0.00% | – | |
| GLOB | GLOBANT S A COMstock | $3,000 | -40.0% | 20 | 0.0% | 0.00% | -100.0% | |
| SPOT | SPOTIFY TECHNOLOGY S A SHSstock | $2,000 | -50.0% | 25 | 0.0% | 0.00% | – | |
| FVRR | FIVERR INTL LTD ORD SHSstock | $0 | -100.0% | 8 | 0.0% | 0.00% | – | |
| TSEM | TOWER SEMICONDUCTOR LTD SHS NEWstock | $3,000 | 0.0% | 64 | 0.0% | 0.00% | – | |
| RCL | Sell | ROYAL CARIBBEAN GROUP COMstock | $3,000 | -81.2% | 100 | -47.4% | 0.00% | -100.0% |
| MAXN | MAXEON SOLAR TECHNOLOGIES LTD SHSstock | $3,000 | 0.0% | 200 | 0.0% | 0.00% | – | |
| KALL | Exit | KRANESHARES MSCI ALL CHINA INDEX ETFetf | $0 | – | -18 | -100.0% | 0.00% | – |
| DGRW | Exit | WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUNDetf | $0 | – | -46 | -100.0% | 0.00% | – |
| IDEV | Exit | ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETFetf | $0 | – | 0 | +100.0% | 0.00% | – |
| PB | Exit | PROSPERITY BANCSHARES INC COMstock | $0 | – | -2 | -100.0% | 0.00% | – |
| ETRN | Exit | EQUITRANS MIDSTREAM CORP COMstock | $0 | – | -20 | -100.0% | 0.00% | – |
| ENZL | Exit | ISHARES MSCI NEW ZEALAND CAPPED ETFetf | $0 | – | -32 | -100.0% | 0.00% | – |
| IQDF | Exit | FLEXSHARES INTERNATIONAL QUALITY DIVIDEND INDEX FUNDetf | $0 | – | -108 | -100.0% | 0.00% | – |
| Z | Exit | ZILLOW GROUP INC CL C CAP STKstock | $0 | – | -2 | -100.0% | 0.00% | – |
| EES | Exit | WISDOMTREE U.S. SMALLCAP FUNDetf | $0 | – | -36 | -100.0% | 0.00% | – |
| EWJ | Exit | ISHARES MSCI JAPAN ETFetf | $0 | – | -41 | -100.0% | 0.00% | – |
| EWT | Exit | ISHARES MSCI TAIWAN ETFetf | $0 | – | -17 | -100.0% | 0.00% | – |
| CWI | Exit | SPDR MSCI ACWI EX-US ETFetf | $0 | – | -163 | -100.0% | 0.00% | – |
| BBAX | Exit | JPMORGAN BETABUILDERS DEVELOPED ASIA PACIFIC EX-JAPAN ETFetf | $0 | – | -5 | -100.0% | 0.00% | – |
| VSS | Exit | VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUNDetf | $0 | – | -23 | -100.0% | 0.00% | – |
| KVLE | Exit | KFA VALUE LINE DYNAMIC CORE EQUITY INDEX ETFetf | $0 | – | -61 | -100.0% | 0.00% | – |
| SPSB | Exit | SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETFetf | $0 | – | -74 | -100.0% | 0.00% | – |
| CNXC | Exit | CONCENTRIX CORP COMstock | $0 | – | -14 | -100.0% | 0.00% | – |
| FLTW | Exit | FRANKLIN FTSE TAIWAN ETFetf | $0 | – | -32 | -100.0% | 0.00% | – |
| QLC | Exit | FLEXSHARES US QUALITY LARGE CAP INDEX FUNDetf | $0 | – | -39 | -100.0% | 0.00% | – |
| DLS | Exit | WISDOMTREE INTERNATIONAL SMALLCAP DIVIDEND FUNDetf | $0 | – | -37 | -100.0% | 0.00% | – |
| SNN | Exit | SMITH & NEPHEW PLC SPDN ADR NEWadr | $0 | – | -125 | -100.0% | 0.00% | – |
| PEY | Exit | INVESCO HIGH YIELD EQUITY DIVIDEND ACHIEVERS ETFetf | $0 | – | 0 | +100.0% | 0.00% | – |
| QTEC | Exit | FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUNDetf | $0 | – | 0 | +100.0% | 0.00% | – |
| EWG | Exit | ISHARES MSCI GERMANY ETFetf | $0 | – | -98 | -100.0% | 0.00% | – |
| BIDU | Exit | BAIDU INC SPON ADR REP Aadr | $0 | – | -2 | -100.0% | 0.00% | – |
| SPEM | Exit | SPDR PORTFOLIO EMERGING MARKETS ETFetf | $0 | – | -51 | -100.0% | 0.00% | – |
| VAW | Exit | VANGUARD MATERIALS INDEX FUNDetf | $0 | – | -3 | -100.0% | 0.00% | – |
| CLOU | Exit | GLOBAL X CLOUD COMPUTING ETFetf | $0 | – | -200 | -100.0% | 0.00% | – |
| FLCA | Exit | FRANKLIN FTSE CANADA ETFetf | $0 | – | -115 | -100.0% | 0.00% | – |
| FTCH | Exit | FARFETCH LTD ORD SH CL Astock | $0 | – | -3 | -100.0% | 0.00% | – |
| JAGX | Exit | JAGUAR HEALTH INC COM NEWstock | $0 | – | -3 | -100.0% | 0.00% | – |
| RIDE | Exit | LORDSTOWN MOTORS CORP COM CL Astock | $0 | – | -100 | -100.0% | 0.00% | – |
| IYT | Exit | ISHARES U.S. TRANSPORTATION ETFetf | $0 | – | -11 | -100.0% | 0.00% | – |
| HTRB | Exit | HARTFORD TOTAL RETURN BOND ETFetf | $0 | – | -12 | -100.0% | 0.00% | – |
| NML | Exit | NEUBERGER BERMAN MLP & ENERGY COMcef | $0 | – | -196 | -100.0% | 0.00% | – |
| EWZ | Exit | ISHARES MSCI BRAZIL ETFetf | $0 | – | -41 | -100.0% | 0.00% | – |
| MASI | Exit | MASIMO CORP COMstock | $0 | – | -2 | -100.0% | 0.00% | – |
| REXR | Exit | REXFORD INDL RLTY INC COMreit | $0 | – | -3 | -100.0% | 0.00% | – |
| HPE | Exit | HEWLETT PACKARD ENTERPRISE CO COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| CTSO | Exit | CYTOSORBENTS CORP COM NEWstock | $0 | – | -1,000 | -100.0% | 0.00% | – |
| FLJP | Exit | FRANKLIN FTSE JAPAN ETFetf | $0 | – | -112 | -100.0% | 0.00% | – |
| VLDR | Exit | VELODYNE LIDAR INC COMstock | $0 | – | -4 | -100.0% | 0.00% | – |
| FGD | Exit | FIRST TRUST DOW JONES GLOBAL SELECT DIVIDEND INDEX FUNDetf | $0 | – | -155 | -100.0% | 0.00% | – |
| SPIB | Exit | SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETFetf | $0 | – | -7 | -100.0% | 0.00% | – |
| PLD | Exit | PROLOGIS INC. COMreit | $0 | – | -3 | -100.0% | 0.00% | – |
| FLKR | Exit | FRANKLIN FTSE SOUTH KOREA ETFetf | $0 | – | -42 | -100.0% | 0.00% | – |
| ANGL | Exit | VANECK FALLEN ANGEL HIGH YIELD BOND ETFetf | $0 | – | -13 | -100.0% | 0.00% | – |
| GSIE | Exit | GOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETFetf | $0 | – | -62 | -100.0% | 0.00% | – |
| GXC | Exit | SPDR S&P CHINA ETFetf | $0 | – | -17 | -100.0% | 0.00% | – |
| BBCA | Exit | JPMORGAN BETABUILDERS CANADA ETFetf | $0 | – | -3 | -100.0% | 0.00% | – |
| FLBR | Exit | FRANKLIN FTSE BRAZIL ETFetf | $0 | – | -63 | -100.0% | 0.00% | – |
| IDXX | Exit | IDEXX LABS INC COMstock | $0 | – | -2 | -100.0% | 0.00% | – |
| FIXD | Exit | FIRST TRUST TCW OPPORTUNISTIC FIXED INCOME ETFetf | $0 | – | -22 | -100.0% | 0.00% | – |
| SPYG | Exit | SPDR PORTFOLIO S&P 500 GROWTH ETFetf | $0 | – | -31 | -100.0% | 0.00% | – |
| EDIT | Exit | EDITAS MEDICINE INC COMstock | $0 | – | -120 | -100.0% | 0.00% | – |
| MYC | Exit | BLACKROCK MUNIYIELD CALIF FD I COMcef | $0 | – | -4 | -100.0% | 0.00% | – |
| ON | Exit | ON SEMICONDUCTOR CORP COMstock | $0 | – | -3 | -100.0% | 0.00% | – |
| SDGR | Exit | SCHRODINGER INC COMstock | $0 | – | -20 | -100.0% | 0.00% | – |
| KBE | Exit | SPDR S&P BANK ETFetf | $0 | – | -38 | -100.0% | 0.00% | – |
| HBB | Exit | HAMILTON BEACH BRANDS HLDG CO COM CL Astock | $0 | – | -64 | -100.0% | 0.00% | – |
| QQEW | Exit | FIRST TRUST NASDAQ-100 EQUAL WEIGHTED INDEX FUNDetf | $0 | – | -29 | -100.0% | 0.00% | – |
| EWQ | Exit | ISHARES MSCI FRANCE ETFetf | $0 | – | -66 | -100.0% | 0.00% | – |
| AFG | Exit | AMERICAN FINL GROUP INC OHIO COMstock | $0 | – | -17 | -100.0% | 0.00% | – |
| CS | Exit | CREDIT SUISSE GROUP SPONSORED ADRadr | $0 | – | -500 | -100.0% | 0.00% | – |
| RFDI | Exit | FIRST TRUST RIVERFRONT DYNAMIC DEVELOPED INTERNATIONAL ETFetf | $0 | – | -65 | -100.0% | 0.00% | – |
| INDA | Exit | ISHARES MSCI INDIA INDEX FUNDetf | $0 | – | -52 | -100.0% | 0.00% | – |
| IEV | Exit | ISHARES EUROPE ETFetf | $0 | – | 0 | +100.0% | 0.00% | – |
| TYG | Exit | TORTOISE ENERGY INFRA CORP COMcef | $0 | – | -31 | -100.0% | 0.00% | – |
| VEEV | Exit | VEEVA SYS INC CL A COMstock | $0 | – | -1 | -100.0% | 0.00% | – |
| FXI | Exit | ISHARES CHINA LARGE-CAP ETFetf | $0 | – | -50 | -100.0% | 0.00% | – |
| IPAC | Exit | ISHARES CORE MSCI PACIFIC ETFetf | $0 | – | 0 | +100.0% | 0.00% | – |
| ORCC | Exit | OWL ROCK CAPITAL CORPORATION COMcef | $0 | – | -11 | -100.0% | 0.00% | – |
| MAN | Exit | MANPOWERGROUP INC WIS COMstock | $0 | – | -44 | -100.0% | 0.00% | – |
| RMD | Exit | RESMED INC COMstock | $0 | – | -2 | -100.0% | 0.00% | – |
| BBJP | Exit | JPMORGAN BETABUILDERS JAPAN ETFetf | $0 | – | -22 | -100.0% | 0.00% | – |
| KEMX | Exit | KRANESHARES MSCI EMERGING MARKETS EX CHINA INDEX ETFetf | $0 | – | -32 | -100.0% | 0.00% | – |
| GAB | Exit | GABELLI EQUITY TR INC COMcef | $0 | – | -405 | -100.0% | 0.00% | – |
| DIAL | Exit | COLUMBIA DIVERSIFIED FIXED INCOME ALLOCATION ETFetf | $0 | – | -19 | -100.0% | 0.00% | – |
| NTG | Exit | TORTOISE MIDSTRM ENERGY FD INC COMcef | $0 | – | -27 | -100.0% | 0.00% | – |
| QRVO | Exit | QORVO INC COMstock | $0 | – | -18 | -100.0% | 0.00% | – |
| AIR | Sell | AAR CORP COMstock | $3,000 | -88.9% | 77 | -86.2% | 0.00% | -100.0% |
| ARKF | Exit | ARK FINTECH INNOVATION ETFetf | $0 | – | -100 | -100.0% | 0.00% | – |
| BBEU | Exit | JPMORGAN BETABUILDERS EUROPE ETFetf | $0 | – | -11 | -100.0% | 0.00% | – |
| EWN | Exit | ISHARES MSCI NETHERLANDS ETFetf | $0 | – | -27 | -100.0% | 0.00% | – |
| GUNR | Exit | FLEXSHARES GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUNDetf | $0 | – | 0 | +100.0% | 0.00% | – |
| PNR | Exit | PENTAIR PLC SHSstock | $0 | – | -18 | -100.0% | 0.00% | – |
| ICLN | Exit | ISHARES S&P GLOBAL CLEAN ENERGY INDEX FUNDetf | $0 | – | -150 | -100.0% | 0.00% | – |
| OIH | Exit | VANECK OIL SERVICES ETFetf | $0 | – | -14 | -100.0% | 0.00% | – |
| RBLX | Exit | ROBLOX CORP CL Astock | $0 | – | -10 | -100.0% | 0.00% | – |
| EWA | Exit | ISHARES MSCI AUSTRALIA ETFetf | $0 | – | -93 | -100.0% | 0.00% | – |
| SIVB | Exit | SVB FINANCIAL GROUP COMstock | $0 | – | -4 | -100.0% | 0.00% | – |
| WSM | Exit | WILLIAMS SONOMA INC COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| SOCL | Exit | GLOBAL X SOCIAL MEDIA INDEX FUNDetf | $0 | – | -100 | -100.0% | 0.00% | – |
| RYH | Exit | INVESCO S&P 500 EQUAL WEIGHT HEALTH CARE ETFetf | $0 | – | -13 | -100.0% | 0.00% | – |
| DISCA | Exit | WARNER BROS DISCOVERY INC COM SER Astock | $0 | – | -233 | -100.0% | -0.00% | – |
| PNW | Exit | PINNACLE WEST CAP CORP COMstock | $0 | – | -130 | -100.0% | -0.00% | – |
| PCAR | Exit | PACCAR INC COMstock | $0 | – | -59 | -100.0% | -0.00% | – |
| KWEB | Exit | KRANESHARES CSI CHINA INTERNET ETFetf | $0 | – | -350 | -100.0% | -0.00% | – |
| WLK | Exit | WESTLAKE CORPORATION COMstock | $0 | – | -79 | -100.0% | -0.00% | – |
| ENPH | Exit | ENPHASE ENERGY INC COMstock | $0 | – | -24 | -100.0% | -0.00% | – |
| DISCK | Exit | DISCOVERY INC COM SER Cstock | $0 | – | -266 | -100.0% | -0.00% | – |
| XBI | Exit | SPDR S&P BIOTECH ETFetf | $0 | – | -150 | -100.0% | -0.00% | – |
| JETS | Exit | U.S. GLOBAL JETS ETFetf | $0 | – | -250 | -100.0% | -0.00% | – |
| RDVY | Exit | FIRST TRUST NASDAQ RISING DIVIDEND ACHIEVERS FUNDetf | $0 | – | -195 | -100.0% | -0.00% | – |
| KEP | Exit | KOREA ELEC PWR CORP SPONSORED ADRadr | $0 | – | -1,400 | -100.0% | -0.00% | – |
| REGL | Exit | PROSHARES S&P MIDCAP 400 DIVIDEND ARISTOCRATS ETFetf | $0 | – | -150 | -100.0% | -0.00% | – |
| IVE | Exit | ISHARES S&P 500 VALUE ETFetf | $0 | – | -60 | -100.0% | -0.00% | – |
| IJJ | Exit | ISHARES S&P MID-CAP 400 VALUE ETFetf | $0 | – | -51 | -100.0% | -0.00% | – |
| IJK | Exit | ISHARES S&P MID-CAP 400 GROWTH ETFetf | $0 | – | -80 | -100.0% | -0.00% | – |
| EBS | Exit | EMERGENT BIOSOLUTIONS INC COMstock | $0 | – | -310 | -100.0% | -0.00% | – |
| SPYV | Exit | SPDR PORTFOLIO S&P 500 VALUE ETFetf | $0 | – | -123 | -100.0% | -0.00% | – |
| ALSN | Exit | ALLISON TRANSMISSION HLDGS INC COMstock | $0 | – | -181 | -100.0% | -0.00% | – |
| PHB | Exit | INVESCO FUNDAMENTAL HIGH YIELD CORPORATE BOND ETFetf | $0 | – | -396 | -100.0% | -0.00% | – |
| PAVE | Exit | GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETFetf | $0 | – | -450 | -100.0% | -0.00% | – |
| EWL | Exit | ISHARES MSCI SWITZERLAND ETFetf | $0 | – | -115 | -100.0% | -0.00% | – |
| SPDW | Exit | SPDR PORTFOLIO DEVELOPED WORLD EX-US ETFetf | $0 | – | -241 | -100.0% | -0.00% | – |
| ZNGA | Exit | ZYNGA INC CL Astock | $0 | – | -800 | -100.0% | -0.00% | – |
| RPG | Exit | INVESCO S&P 500 PURE GROWTH ETFetf | $0 | – | -36 | -100.0% | -0.00% | – |
| RPM | Exit | RPM INTL INC COMstock | $0 | – | -56 | -100.0% | -0.00% | – |
| SNY | Exit | SANOFI SPONSORED ADRadr | $0 | – | -145 | -100.0% | -0.00% | – |
| CERN | Exit | CERNER CORP COMstock | $0 | – | -66 | -100.0% | -0.00% | – |
| PHM | Exit | PULTE GROUP INC COMstock | $0 | – | -123 | -100.0% | -0.00% | – |
| LIT | Exit | GLOBAL X LITHIUM & BATTERY TECH ETFetf | $0 | – | -100 | -100.0% | -0.00% | – |
| ZBRA | Exit | ZEBRA TECHNOLOGIES CORPORATION CL Astock | $0 | – | -16 | -100.0% | -0.00% | – |
| FEX | Exit | FIRST TRUST LARGE CAP CORE ALPHADEX FUNDetf | $0 | – | -99 | -100.0% | -0.00% | – |
| IJS | Exit | ISHARES S&P SMALL-CAP 600 VALUE ETFetf | $0 | – | -73 | -100.0% | -0.00% | – |
| CE | Exit | CELANESE CORP DEL COMstock | $0 | – | -34 | -100.0% | -0.00% | – |
| PDP | Exit | INVESCO DWA MOMENTUM ETFetf | $0 | – | -271 | -100.0% | -0.00% | – |
| XAR | Exit | SPDR S&P AEROSPACE & DEFENSE ETFetf | $0 | – | -125 | -100.0% | -0.00% | – |
| SLYG | Exit | SPDR S&P 600 SMALL CAP GROWTH ETFetf | $0 | – | -166 | -100.0% | -0.00% | – |
| HBP | Exit | HUTTIG BLDG PRODS INC COMstock | $0 | – | -1,500 | -100.0% | -0.00% | – |
| DLN | Exit | WISDOMTREE U.S. LARGECAP DIVIDEND FUNDetf | $0 | – | -350 | -100.0% | -0.00% | – |
| SSYS | Exit | STRATASYS LTD SHSstock | $0 | – | -650 | -100.0% | -0.00% | – |
| GOGO | Exit | GOGO INC COMstock | $0 | – | -900 | -100.0% | -0.00% | – |
| GWW | Exit | GRAINGER W W INC COMstock | $0 | – | -55 | -100.0% | -0.00% | – |
| FFIV | Exit | F5 INC COMstock | $0 | – | -119 | -100.0% | -0.00% | – |
| SSO | Exit | PROSHARES ULTRA S&P 500etf | $0 | – | -500 | -100.0% | -0.00% | – |
| BSMP | Exit | INVESCO BULLETSHARES 2025 MUNICIPAL BOND ETFetf | $0 | – | -1,500 | -100.0% | -0.00% | – |
| BSMQ | Exit | INVESCO BULLETSHARES 2026 MUNICIPAL BOND ETFetf | $0 | – | -1,500 | -100.0% | -0.00% | – |
| PSA | Exit | PUBLIC STORAGE COMreit | $0 | – | -92 | -100.0% | -0.00% | – |
| BSMN | Exit | INVESCO BULLETSHARES 2023 MUNICIPAL BOND ETFetf | $0 | – | -1,500 | -100.0% | -0.00% | – |
| RHI | Exit | ROBERT HALF INTL INC COMstock | $0 | – | -297 | -100.0% | -0.00% | – |
| BSMO | Exit | INVESCO BULLETSHARES 2024 MUNICIPAL BOND ETFetf | $0 | – | -1,500 | -100.0% | -0.00% | – |
| IXUS | Exit | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETFetf | $0 | – | -633 | -100.0% | -0.01% | – |
| DQ | Exit | DAQO NEW ENERGY CORP SPNSRD ADS NEWadr | $0 | – | -1,200 | -100.0% | -0.01% | – |
| AOA | Exit | ISHARES CORE AGGRESSIVE ALLOCATION ETFetf | $0 | – | -609 | -100.0% | -0.01% | – |
| ANAT | Exit | AMERICAN NATIONAL GROUP INC COM NEWstock | $0 | – | -250 | -100.0% | -0.01% | – |
| SCHZ | Exit | SCHWAB US AGGREGATE BOND ETFetf | $0 | – | -1,110 | -100.0% | -0.01% | – |
| FIVG | Exit | DEFIANCE NEXT GEN CONNECTIVITY ETFetf | $0 | – | -1,500 | -100.0% | -0.01% | – |
| PLUG | Exit | PLUG POWER INC COM NEWstock | $0 | – | -1,800 | -100.0% | -0.01% | – |
| HRI | Exit | HERC HLDGS INC COMstock | $0 | – | -400 | -100.0% | -0.01% | – |
| JPME | Exit | JPMORGAN DIVERSIFIED RETURN U.S. MID CAP EQUITY ETFetf | $0 | – | -721 | -100.0% | -0.01% | – |
| CSIQ | Exit | CANADIAN SOLAR INC COMstock | $0 | – | -1,804 | -100.0% | -0.01% | – |
| PCY | Exit | INVESCO EMERGING MARKETS SOVEREIGN DEBT ETFetf | $0 | – | -3,040 | -100.0% | -0.01% | – |
| HIMX | Exit | HIMAX TECHNOLOGIES INC SPONSORED ADRadr | $0 | – | -6,600 | -100.0% | -0.01% | – |
| GPN | Exit | GLOBAL PMTS INC COMstock | $0 | – | -600 | -100.0% | -0.01% | – |
| EMGF | Exit | ISHARES MSCI EMERGING MARKETS MULTIFACTOR ETFetf | $0 | – | -1,962 | -100.0% | -0.01% | – |
| USVM | Exit | VICTORYSHARES USAA MSCI USA SMALL CAP VALUE MOMENTUM ETFetf | $0 | – | -1,639 | -100.0% | -0.01% | – |
| MOH | Exit | MOLINA HEALTHCARE INC COMstock | $0 | – | -350 | -100.0% | -0.01% | – |
| DVA | Exit | DAVITA INC COMstock | $0 | – | -1,500 | -100.0% | -0.02% | – |
| RODM | Exit | HARTFORD MULTIFACTOR DEVELOPED MARKETS (EX-US) ETFetf | $0 | – | -7,393 | -100.0% | -0.02% | – |
| GSK | Exit | GLAXOSMITHKLINE PLC SPONSORED ADRadr | $0 | – | -13,152 | -100.0% | -0.06% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-08-12
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC COM | 40 | Q3 2023 | 6.6% |
| Proctor & Gamble Co | 40 | Q3 2023 | 3.2% |
| JPMORGAN CHASE & CO COM | 40 | Q3 2023 | 2.9% |
| MICROSOFT CORP COM | 40 | Q3 2023 | 4.4% |
| HOME DEPOT INC COM | 40 | Q3 2023 | 3.1% |
| VISA INC COM CL A | 40 | Q3 2023 | 2.4% |
| iShares S&P 500 Index Fd | 40 | Q3 2023 | 2.6% |
| BLACKROCK INC COM | 40 | Q3 2023 | 2.6% |
| COCA COLA CO COM | 40 | Q3 2023 | 2.8% |
| Walt Disney Co | 40 | Q3 2023 | 2.3% |
View Stonebridge Capital Advisors LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-15 |
| 13F-HR | 2023-08-23 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-12 |
| 13F-HR/A | 2022-05-13 |
| 13F-HR | 2022-05-12 |
| 13F-HR | 2022-02-14 |
View Stonebridge Capital Advisors 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.