$1.13 Billion is the total value of NEXT Financial Group, Inc's 3496 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was 5.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BILL | BILL COM HLDGS INC | $3,969,000 | +6.6% | 27,275 | 0.0% | 0.35% | -1.4% | |
| HEIA | HEICO CORP NEWcl a | $858,000 | -2.9% | 7,550 | 0.0% | 0.08% | -10.6% | |
| CFA | VICTORY PORTFOLIOS II | $497,000 | +7.8% | 7,400 | 0.0% | 0.04% | 0.0% | |
| CIL | VICTORY PORTFOLIOS II | $299,000 | +3.1% | 7,000 | 0.0% | 0.03% | -3.6% | |
| HRL | HORMEL FOODS CORP | $242,000 | +2.1% | 5,067 | 0.0% | 0.02% | -8.7% | |
| HSY | HERSHEY CO | $223,000 | +3.7% | 1,409 | 0.0% | 0.02% | -4.8% | |
| CGW | INVESCO EXCH TRADED FD TR IIs&p gbl water | $230,000 | +5.0% | 4,682 | 0.0% | 0.02% | -4.8% | |
| WRK | WESTROCK CO | $210,000 | +19.3% | 4,038 | 0.0% | 0.02% | +11.8% | |
| SPTS | SPDR SER TRportfolio sh tsr | $205,000 | -0.5% | 6,693 | 0.0% | 0.02% | -10.0% | |
| CSA | VICTORY PORTFOLIOS II | $208,000 | +18.2% | 3,278 | 0.0% | 0.02% | +5.9% | |
| CDC | VICTORY PORTFOLIOS II | $187,000 | +16.1% | 3,000 | 0.0% | 0.02% | +13.3% | |
| NXTG | FIRST TR EXCHANGE TRADED FDindxx nextg etf | $175,000 | +6.1% | 2,390 | 0.0% | 0.02% | 0.0% | |
| HCA | HCA HEALTHCARE INC | $178,000 | +15.6% | 941 | 0.0% | 0.02% | +6.7% | |
| VTA | INVESCO DYNAMIC CR OPPORTUNI | $167,000 | +6.4% | 14,655 | 0.0% | 0.02% | 0.0% | |
| NVR | NVR INC | $174,000 | +15.2% | 37 | 0.0% | 0.02% | +7.1% | |
| TCBK | TRICO BANCSHARES | $173,000 | +34.1% | 3,646 | 0.0% | 0.02% | +25.0% | |
| CSF | VICTORY PORTFOLIOS II | $156,000 | +17.3% | 2,644 | 0.0% | 0.01% | +7.7% | |
| AKTS | AKOUSTIS TECHNOLOGIES INC | $160,000 | +8.8% | 12,000 | 0.0% | 0.01% | 0.0% | |
| TNP | TSAKOS ENERGY NAVIGATION LTD | $161,000 | +17.5% | 17,000 | 0.0% | 0.01% | +7.7% | |
| GDV | GABELLI DIVID & INCOME TR | $151,000 | +11.9% | 6,312 | 0.0% | 0.01% | 0.0% | |
| IBDN | ISHARES TRibonds dec22 etf | $152,000 | 0.0% | 5,959 | 0.0% | 0.01% | -13.3% | |
| MIY | BLACKROCK MUNIYLD MICH QLTY | $145,000 | +2.8% | 9,650 | 0.0% | 0.01% | -7.1% | |
| RDIV | INVESCO EXCH TRADED FD TR IIs&p ultra divide | $141,000 | +17.5% | 3,540 | 0.0% | 0.01% | +18.2% | |
| PDT | HANCOCK JOHN PREM DIVID FD | $121,000 | +5.2% | 8,124 | 0.0% | 0.01% | 0.0% | |
| BMAY | INNOVATOR ETFS TRs&p 500 buffer e | $121,000 | +2.5% | 3,984 | 0.0% | 0.01% | 0.0% | |
| EMXC | ISHARES INCmsci emrg chn | $119,000 | +4.4% | 2,000 | 0.0% | 0.01% | 0.0% | |
| FSKR | FS KKR CAP CORP II | $107,000 | +18.9% | 5,465 | 0.0% | 0.01% | +11.1% | |
| QQQX | NUVEEN NASDAQ 100 DYNAMIC OV | $118,000 | +4.4% | 4,332 | 0.0% | 0.01% | -9.1% | |
| AOR | ISHARES TRgrwt allocat etf | $112,000 | +1.8% | 2,098 | 0.0% | 0.01% | -9.1% | |
| PAUG | INNOVATOR ETFS TRs&p 500 pwr bu | $109,000 | +2.8% | 3,750 | 0.0% | 0.01% | 0.0% | |
| IWL | ISHARES TRrus top 200 etf | $101,000 | +5.2% | 1,062 | 0.0% | 0.01% | 0.0% | |
| MOGA | MOOG INCcl a | $98,000 | +4.3% | 1,180 | 0.0% | 0.01% | 0.0% | |
| CPLP | CAPITAL PRODUCT PARTNERS L Ppartnershp units | $101,000 | +36.5% | 9,100 | 0.0% | 0.01% | +28.6% | |
| FXG | FIRST TR EXCHANGE TRADED FDconsumr staple | $98,000 | +11.4% | 1,699 | 0.0% | 0.01% | +12.5% | |
| PJUL | INNOVATOR ETFS TRs&p 500 pwr | $104,000 | +2.0% | 3,531 | 0.0% | 0.01% | -10.0% | |
| PPA | INVESCO EXCHANGE TRADED FD Taerospace defn | $99,000 | +6.5% | 1,367 | 0.0% | 0.01% | 0.0% | |
| USNA | USANA HEALTH SCIENCES INC | $98,000 | +27.3% | 1,000 | 0.0% | 0.01% | +28.6% | |
| IXJ | ISHARES TRglob hlthcre etf | $104,000 | 0.0% | 1,355 | 0.0% | 0.01% | -10.0% | |
| CCF | CHASE CORP | $91,000 | +15.2% | 778 | 0.0% | 0.01% | 0.0% | |
| XMVM | INVESCO EXCHANGE TRADED FD Ts&p mdcp vlu mnt | $88,000 | +22.2% | 1,967 | 0.0% | 0.01% | +14.3% | |
| CMP | COMPASS MINERALS INTL INC | $86,000 | +2.4% | 1,357 | 0.0% | 0.01% | 0.0% | |
| PSA | PUBLIC STORAGE | $93,000 | +6.9% | 379 | 0.0% | 0.01% | 0.0% | |
| NRK | NUVEEN NEW YORK AMT QLT MUNI | $86,000 | +1.2% | 6,286 | 0.0% | 0.01% | 0.0% | |
| RIGS | ALPS ETF TRrivrfrnt str inc | $94,000 | 0.0% | 3,802 | 0.0% | 0.01% | -11.1% | |
| FFC | FLAHERTY & CRUMRINE PFD SECS | $91,000 | 0.0% | 3,875 | 0.0% | 0.01% | -11.1% | |
| IQV | IQVIA HLDGS INC | $95,000 | +8.0% | 492 | 0.0% | 0.01% | 0.0% | |
| EMHY | ISHARES INCjp mrgn em hi bd | $90,000 | -4.3% | 2,029 | 0.0% | 0.01% | -11.1% | |
| JWN | NORDSTROM INC | $94,000 | +22.1% | 2,476 | 0.0% | 0.01% | +14.3% | |
| FLQE | FRANKLIN TEMPLETON ETF TRlibertyq emerg | $87,000 | +4.8% | 2,823 | 0.0% | 0.01% | 0.0% | |
| KSU | KANSAS CITY SOUTHERN | $85,000 | +28.8% | 324 | 0.0% | 0.01% | +33.3% | |
| DIN | DINE BRANDS GLOBAL INC | $90,000 | +55.2% | 1,000 | 0.0% | 0.01% | +33.3% | |
| NUW | NUVEEN AMT-FREE MUN VALUE FD | $80,000 | 0.0% | 4,859 | 0.0% | 0.01% | -12.5% | |
| LBTYK | LIBERTY GLOBAL PLC | $81,000 | +8.0% | 3,178 | 0.0% | 0.01% | 0.0% | |
| CMF | ISHARES TRcalif mun bd etf | $76,000 | -1.3% | 1,220 | 0.0% | 0.01% | 0.0% | |
| FV | FIRST TR EXCHANGE-TRADED FDdorsey wrt 5 etf | $84,000 | +9.1% | 1,892 | 0.0% | 0.01% | 0.0% | |
| AGX | ARGAN INC | $80,000 | +19.4% | 1,500 | 0.0% | 0.01% | +16.7% | |
| MKL | MARKEL CORP | $75,000 | +10.3% | 66 | 0.0% | 0.01% | 0.0% | |
| BERY | BERRY GLOBAL GROUP INC | $64,000 | +8.5% | 1,050 | 0.0% | 0.01% | 0.0% | |
| CLNC | COLONY CR REAL ESTATE INC | $64,000 | +12.3% | 7,553 | 0.0% | 0.01% | +20.0% | |
| FSD | FIRST TR HIGH INCOME L/S FD | $71,000 | +1.4% | 4,740 | 0.0% | 0.01% | -14.3% | |
| PSEP | INNOVATOR ETFS TRs&p 500 pwr | $73,000 | +2.8% | 2,526 | 0.0% | 0.01% | -14.3% | |
| AGZ | ISHARES TRagency bond etf | $63,000 | -1.6% | 533 | 0.0% | 0.01% | 0.0% | |
| JRO | NUVEEN FLTNG RTE INCM OPP FD | $65,000 | +10.2% | 6,800 | 0.0% | 0.01% | 0.0% | |
| NUV | NUVEEN MUN VALUE FD INC | $64,000 | 0.0% | 5,724 | 0.0% | 0.01% | 0.0% | |
| PTMC | PACER FDS TRtrendp us mid cp | $67,000 | +6.3% | 1,922 | 0.0% | 0.01% | 0.0% | |
| PBHC | PATHFINDER BANCORP INC MD | $73,000 | +28.1% | 5,000 | 0.0% | 0.01% | +20.0% | |
| IBND | SPDR SER TRblombrg brc intl | $62,000 | -6.1% | 1,732 | 0.0% | 0.01% | 0.0% | |
| XHR | XENIA HOTELS & RESORTS INC | $72,000 | +28.6% | 3,709 | 0.0% | 0.01% | +20.0% | |
| MYN | BLACKROCK MUNIYIELD N Y QUAL | $60,000 | +1.7% | 4,464 | 0.0% | 0.01% | -16.7% | |
| BKCC | BLACKROCK CAP INVT CORP | $58,000 | +23.4% | 17,434 | 0.0% | 0.01% | 0.0% | |
| IQDG | WISDOMTREE TRintl qulty div | $61,000 | +1.7% | 1,655 | 0.0% | 0.01% | -16.7% | |
| AEO | AMERICAN EAGLE OUTFITTERS IN | $59,000 | +43.9% | 2,020 | 0.0% | 0.01% | +25.0% | |
| LTHM | LIVENT CORP | $52,000 | -8.8% | 3,000 | 0.0% | 0.01% | 0.0% | |
| ICSH | ISHARES TRblackrock ultra | $61,000 | 0.0% | 1,211 | 0.0% | 0.01% | -16.7% | |
| LNC | LINCOLN NATL CORP IND | $53,000 | +23.3% | 859 | 0.0% | 0.01% | +25.0% | |
| ISBC | INVESTORS BANCORP INC NEW | $51,000 | +37.8% | 3,496 | 0.0% | 0.01% | +25.0% | |
| H | HYATT HOTELS CORP | $51,000 | +10.9% | 620 | 0.0% | 0.01% | +25.0% | |
| GVI | ISHARES TRintrm gov cr etf | $55,000 | -1.8% | 475 | 0.0% | 0.01% | 0.0% | |
| XPO | XPO LOGISTICS INC | $54,000 | +3.8% | 440 | 0.0% | 0.01% | 0.0% | |
| LANC | LANCASTER COLONY CORP | $53,000 | -3.6% | 300 | 0.0% | 0.01% | 0.0% | |
| VBF | INVESCO BD FD | $61,000 | -7.6% | 3,053 | 0.0% | 0.01% | -16.7% | |
| FEX | FIRST TR LRGE CP CORE ALPHA | $59,000 | +9.3% | 735 | 0.0% | 0.01% | 0.0% | |
| LEGR | FIRST TR EXCHANGE-TRADED FDindxx inovtv etf | $51,000 | +8.5% | 1,263 | 0.0% | 0.01% | 0.0% | |
| EVY | EATON VANCE NEW YORK MUN INCsh ben int | $58,000 | +3.6% | 4,000 | 0.0% | 0.01% | 0.0% | |
| EVM | EATON VANCE CALIF MUN BD FD | $58,000 | -1.7% | 5,000 | 0.0% | 0.01% | -16.7% | |
| OC | OWENS CORNING NEW | $52,000 | +23.8% | 561 | 0.0% | 0.01% | +25.0% | |
| ETY | EATON VANCE TAX-MANAGED DIVE | $52,000 | +4.0% | 4,072 | 0.0% | 0.01% | 0.0% | |
| PK | PARK HOTELS & RESORTS INC | $44,000 | +25.7% | 2,050 | 0.0% | 0.00% | +33.3% | |
| YYY | AMPLIFY ETF TR | $47,000 | +4.4% | 2,800 | 0.0% | 0.00% | 0.0% | |
| BJUL | INNOVATOR ETFS TRs&p 500 buffer | $46,000 | +2.2% | 1,490 | 0.0% | 0.00% | 0.0% | |
| IBDR | ISHARES TRibonds dec2026 | $42,000 | -2.3% | 1,600 | 0.0% | 0.00% | 0.0% | |
| A | AGILENT TECHNOLOGIES INC | $45,000 | +4.7% | 360 | 0.0% | 0.00% | 0.0% | |
| ZNGA | ZYNGA INCcl a | $41,000 | +5.1% | 4,000 | 0.0% | 0.00% | 0.0% | |
| DMXF | ISHARES TResg eafe etf | $50,000 | +2.0% | 772 | 0.0% | 0.00% | -20.0% | |
| ALFA | ETF SER SOLUTIONSalpclone alter | $42,000 | 0.0% | 552 | 0.0% | 0.00% | 0.0% | |
| XMHQ | INVESCO EXCHANGE TRADED FD Ts&p mdcp quality | $41,000 | +13.9% | 542 | 0.0% | 0.00% | +33.3% | |
| NSIT | INSIGHT ENTERPRISES INC | $48,000 | +26.3% | 500 | 0.0% | 0.00% | 0.0% | |
| RL | RALPH LAUREN CORPcl a | $49,000 | +16.7% | 400 | 0.0% | 0.00% | 0.0% | |
| IYF | ISHARES TRu.s. finls etf | $49,000 | +11.4% | 652 | 0.0% | 0.00% | 0.0% | |
| EVT | EATON VANCE TAX ADVT DIV INC | $47,000 | +9.3% | 1,800 | 0.0% | 0.00% | 0.0% | |
| PDEC | INNOVATOR ETFS TRs&p 500 pwr bu | $44,000 | +2.3% | 1,482 | 0.0% | 0.00% | 0.0% | |
| USL | UNITED STS 12 MONTH OIL FD Lunit ben int | $45,000 | +21.6% | 2,127 | 0.0% | 0.00% | 0.0% | |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | $41,000 | -6.8% | 247 | 0.0% | 0.00% | 0.0% | |
| NPV | NUVEEN VIRGINIA QLTY MUNCPL | $44,000 | +2.3% | 2,675 | 0.0% | 0.00% | 0.0% | |
| INS | INTELLIGENT SYS CORP NEW | $44,000 | +2.3% | 1,075 | 0.0% | 0.00% | 0.0% | |
| AXSM | AXSOME THERAPEUTICS INC | $40,000 | -29.8% | 700 | 0.0% | 0.00% | -20.0% | |
| UTHR | UNITED THERAPEUTICS CORP DEL | $43,000 | +10.3% | 255 | 0.0% | 0.00% | 0.0% | |
| ITRN | ITURAN LOCATION AND CONTROL | $42,000 | +10.5% | 2,000 | 0.0% | 0.00% | 0.0% | |
| ODFL | OLD DOMINION FREIGHT LINE IN | $37,000 | +23.3% | 152 | 0.0% | 0.00% | 0.0% | |
| NSTG | NANOSTRING TECHNOLOGIES INC | $33,000 | 0.0% | 500 | 0.0% | 0.00% | 0.0% | |
| GLTR | ABERDEEN STD PRECIOUS METALSphyscl pm basket | $29,000 | -6.5% | 314 | 0.0% | 0.00% | 0.0% | |
| NTRA | NATERA INC | $30,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% | |
| MASI | MASIMO CORP | $39,000 | -15.2% | 170 | 0.0% | 0.00% | -25.0% | |
| AA | ALCOA CORP | $34,000 | +41.7% | 1,060 | 0.0% | 0.00% | +50.0% | |
| WRAP | WRAP TECHNOLOGIES INC | $32,000 | +14.3% | 5,817 | 0.0% | 0.00% | 0.0% | |
| XLNX | XILINX INC | $39,000 | -11.4% | 313 | 0.0% | 0.00% | -25.0% | |
| ILCV | ISHARES TRmorningstar valu | $38,000 | +11.8% | 307 | 0.0% | 0.00% | 0.0% | |
| PCEF | INVESCO EXCH TRADED FD TR II | $39,000 | +2.6% | 1,675 | 0.0% | 0.00% | -25.0% | |
| CEMB | ISHARES INCjp mrg em crp bd | $36,000 | -2.7% | 700 | 0.0% | 0.00% | -25.0% | |
| MRO | MARATHON OIL CORP | $34,000 | +61.9% | 3,164 | 0.0% | 0.00% | +50.0% | |
| DLX | DELUXE CORP | $29,000 | +45.0% | 682 | 0.0% | 0.00% | +50.0% | |
| CE | CELANESE CORP DEL | $38,000 | +15.2% | 253 | 0.0% | 0.00% | 0.0% | |
| STBA | S & T BANCORP INC | $34,000 | +36.0% | 1,021 | 0.0% | 0.00% | +50.0% | |
| LYFT | LYFT INC | $35,000 | +34.6% | 545 | 0.0% | 0.00% | +50.0% | |
| BXC | BLUELINX HLDGS INC | $39,000 | +34.5% | 1,000 | 0.0% | 0.00% | 0.0% | |
| BE | BLOOM ENERGY CORP | $35,000 | -5.4% | 1,282 | 0.0% | 0.00% | -25.0% | |
| ESGV | VANGUARD WORLD FDesg us stk etf | $30,000 | +7.1% | 400 | 0.0% | 0.00% | 0.0% | |
| FT | FRANKLIN UNVL TRsh ben int | $31,000 | 0.0% | 4,179 | 0.0% | 0.00% | 0.0% | |
| BAB | INVESCO EXCH TRADED FD TR IItaxable mun bd | $37,000 | -5.1% | 1,150 | 0.0% | 0.00% | -25.0% | |
| REG | REGENCY CTRS CORP | $29,000 | +26.1% | 509 | 0.0% | 0.00% | +50.0% | |
| CQP | CHENIERE ENERGY PARTNERS LP | $34,000 | +17.2% | 817 | 0.0% | 0.00% | 0.0% | |
| CLOU | GLOBAL X FDS | $39,000 | -7.1% | 1,500 | 0.0% | 0.00% | -25.0% | |
| BBSI | BARRETT BUSINESS SVCS INC | $32,000 | 0.0% | 468 | 0.0% | 0.00% | 0.0% | |
| VTHR | VANGUARD SCOTTSDALE FDSvng rus3000idx | $32,000 | +6.7% | 174 | 0.0% | 0.00% | 0.0% | |
| HYHG | PROSHARES TRhgh yld int rate | $32,000 | 0.0% | 511 | 0.0% | 0.00% | 0.0% | |
| SIX | SIX FLAGS ENTMT CORP NEW | $35,000 | +34.6% | 750 | 0.0% | 0.00% | +50.0% | |
| SIZE | ISHARES TRmsci usa sze ft | $30,000 | +7.1% | 248 | 0.0% | 0.00% | 0.0% | |
| SITE | SITEONE LANDSCAPE SUPPLY INC | $35,000 | +9.4% | 203 | 0.0% | 0.00% | 0.0% | |
| NOCT | INNOVATOR ETFS TRnasdaq 100 pwr | $36,000 | 0.0% | 987 | 0.0% | 0.00% | 0.0% | |
| TPX | TEMPUR SEALY INTL INC | $39,000 | +34.5% | 1,056 | 0.0% | 0.00% | 0.0% | |
| POST | POST HLDGS INC | $38,000 | +5.6% | 359 | 0.0% | 0.00% | 0.0% | |
| IHE | ISHARES TRu.s. pharma etf | $32,000 | 0.0% | 178 | 0.0% | 0.00% | 0.0% | |
| HIG | HARTFORD FINL SVCS GROUP INC | $33,000 | +37.5% | 500 | 0.0% | 0.00% | +50.0% | |
| UOCT | INNOVATOR ETFS TRs&p 500 ultra | $32,000 | +3.2% | 1,158 | 0.0% | 0.00% | 0.0% | |
| MNR | MONMOUTH REAL ESTATE INVT COcl a | $18,000 | +5.9% | 1,000 | 0.0% | 0.00% | 0.0% | |
| KMX | CARMAX INC | $28,000 | +47.4% | 204 | 0.0% | 0.00% | 0.0% | |
| SDIV | GLOBAL X FDSglb x superdiv | $18,000 | +5.9% | 1,300 | 0.0% | 0.00% | 0.0% | |
| CNX | CNX RES CORP | $26,000 | +36.8% | 1,779 | 0.0% | 0.00% | 0.0% | |
| COMT | ISHARES U S ETF TRgsci cmdty stgy | $26,000 | +13.0% | 869 | 0.0% | 0.00% | 0.0% | |
| BIT | BLACKROCK MULTI-SECTOR INC T | $25,000 | 0.0% | 1,400 | 0.0% | 0.00% | 0.0% | |
| CRAK | VANECK VECTORS ETF TRoil refiners etf | $26,000 | +8.3% | 944 | 0.0% | 0.00% | 0.0% | |
| BTT | BLACKROCK MUN TARGET TERM TR | $25,000 | 0.0% | 970 | 0.0% | 0.00% | 0.0% | |
| FMS | FRESENIUS MED CARE AG&CO KGAsponsored adr | $27,000 | -10.0% | 728 | 0.0% | 0.00% | -33.3% | |
| VIOG | VANGUARD ADMIRAL FDS INCsmlcp 600 grth | $23,000 | +9.5% | 106 | 0.0% | 0.00% | 0.0% | |
| BNTX | BIONTECH SEsponsored ads | $17,000 | +41.7% | 152 | 0.0% | 0.00% | +100.0% | |
| FLCB | FRANKLIN TEMPLETON ETF TRliberty us cor | $21,000 | -4.5% | 837 | 0.0% | 0.00% | 0.0% | |
| VWOB | VANGUARD WHITEHALL FDSemerg mkt bd etf | $19,000 | -5.0% | 246 | 0.0% | 0.00% | 0.0% | |
| BIG | BIG LOTS INC | $18,000 | +63.6% | 260 | 0.0% | 0.00% | +100.0% | |
| BNS | BANK NOVA SCOTIA B C | $28,000 | +16.7% | 440 | 0.0% | 0.00% | 0.0% | |
| NKX | NUVEEN CALIFORNIA AMT QLT MU | $28,000 | 0.0% | 1,794 | 0.0% | 0.00% | -33.3% | |
| NAC | NUVEEN CA QUALTY MUN INCOME | $22,000 | -4.3% | 1,500 | 0.0% | 0.00% | 0.0% | |
| NBB | NUVEEN TAXABLE MUNICPAL INM | $25,000 | -3.8% | 1,105 | 0.0% | 0.00% | 0.0% | |
| WRI | WEINGARTEN RLTY INVSsh ben int | $22,000 | +22.2% | 822 | 0.0% | 0.00% | 0.0% | |
| WU | WESTERN UN CO | $28,000 | +7.7% | 1,150 | 0.0% | 0.00% | 0.0% | |
| HWM | HOWMET AEROSPACE INC | $22,000 | +15.8% | 678 | 0.0% | 0.00% | 0.0% | |
| AWR | AMER STATES WTR CO | $17,000 | -5.6% | 223 | 0.0% | 0.00% | 0.0% | |
| OPI | OFFICE PPTYS INCOME TR | $20,000 | +25.0% | 733 | 0.0% | 0.00% | 0.0% | |
| IGE | ISHARES TRnorth amern nat | $27,000 | +17.4% | 991 | 0.0% | 0.00% | 0.0% | |
| ATI | ALLEGHENY TECHNOLOGIES INC | $18,000 | +28.6% | 835 | 0.0% | 0.00% | +100.0% | |
| IHDG | WISDOMTREE TRitl hdg qtly div | $18,000 | +5.9% | 424 | 0.0% | 0.00% | 0.0% | |
| KBWD | INVESCO EXCH TRADED FD TR IIkbw hig dv yld | $25,000 | +13.6% | 1,300 | 0.0% | 0.00% | 0.0% | |
| HMST | HOMESTREET INC | $22,000 | +29.4% | 500 | 0.0% | 0.00% | 0.0% | |
| YETI | YETI HLDGS INC | $18,000 | +5.9% | 250 | 0.0% | 0.00% | 0.0% | |
| HDMV | FIRST TR EXCH TRADED FD IIIhorizon mngd etf | $25,000 | +4.2% | 801 | 0.0% | 0.00% | 0.0% | |
| BEP | BROOKFIELD RENEWABLE PARTNERpartnership unit | $26,000 | 0.0% | 600 | 0.0% | 0.00% | 0.0% | |
| ENDP | ENDO INTL PLC | $18,000 | +5.9% | 2,400 | 0.0% | 0.00% | 0.0% | |
| NOMD | NOMAD FOODS LTD | $19,000 | +5.6% | 700 | 0.0% | 0.00% | 0.0% | |
| FDT | FIRST TR EXCH TRD ALPHDX FDdev mrk ex us | $26,000 | +4.0% | 428 | 0.0% | 0.00% | 0.0% | |
| FILL | ISHARES INCglb enr prod etf | $19,000 | +18.8% | 1,198 | 0.0% | 0.00% | 0.0% | |
| LZB | LA Z BOY INC | $21,000 | +5.0% | 500 | 0.0% | 0.00% | 0.0% | |
| HIBB | HIBBETT SPORTS INC | $20,000 | +53.8% | 287 | 0.0% | 0.00% | +100.0% | |
| INMD | INMODE LTD | $27,000 | +50.0% | 370 | 0.0% | 0.00% | 0.0% | |
| IGM | ISHARES TRexpnd tec sc etf | $19,000 | +5.6% | 51 | 0.0% | 0.00% | 0.0% | |
| IYJ | ISHARES TRus industrials | $21,000 | +10.5% | 196 | 0.0% | 0.00% | 0.0% | |
| LEA | LEAR CORP | $28,000 | +12.0% | 155 | 0.0% | 0.00% | 0.0% | |
| PCQ | PIMCO CALIF MUN INCOME FD | $27,000 | 0.0% | 1,500 | 0.0% | 0.00% | -33.3% | |
| FFIV | F5 NETWORKS INC | $19,000 | +18.8% | 90 | 0.0% | 0.00% | 0.0% | |
| FDS | FACTSET RESH SYS INC | $17,000 | -10.5% | 55 | 0.0% | 0.00% | 0.0% | |
| PNW | PINNACLE WEST CAP CORP | $19,000 | 0.0% | 237 | 0.0% | 0.00% | 0.0% | |
| HOG | HARLEY DAVIDSON INC | $20,000 | +11.1% | 500 | 0.0% | 0.00% | 0.0% | |
| IGHG | PROSHARES TRinvt int rt hg | $28,000 | 0.0% | 368 | 0.0% | 0.00% | -33.3% | |
| QLD | PROSHARES TR | $18,000 | +5.9% | 150 | 0.0% | 0.00% | 0.0% | |
| BDEC | INNOVATOR ETFS TRs&p 500 buffer e | $24,000 | +4.3% | 750 | 0.0% | 0.00% | 0.0% | |
| ELAN | ELANCO ANIMAL HEALTH INC | $22,000 | 0.0% | 733 | 0.0% | 0.00% | 0.0% | |
| RGNX | REGENXBIO INC | $27,000 | -25.0% | 798 | 0.0% | 0.00% | -33.3% | |
| ETV | EATON VANCE TAX-MANAGED BUY- | $27,000 | 0.0% | 1,750 | 0.0% | 0.00% | -33.3% | |
| RGLD | ROYAL GOLD INC | $22,000 | 0.0% | 204 | 0.0% | 0.00% | 0.0% | |
| SUSC | ISHARES TResg awre usd etf | $26,000 | -3.7% | 963 | 0.0% | 0.00% | -33.3% | |
| AOA | ISHARES TRaggres alloc etf | $24,000 | +4.3% | 361 | 0.0% | 0.00% | 0.0% | |
| XRAY | DENTSPLY SIRONA INC | $27,000 | +17.4% | 433 | 0.0% | 0.00% | 0.0% | |
| MMP | MAGELLAN MIDSTREAM PRTNRS LP | $24,000 | +4.3% | 550 | 0.0% | 0.00% | 0.0% | |
| DBP | INVESCO DB MULTI-SECTOR COMMprecious metal | $19,000 | -9.5% | 400 | 0.0% | 0.00% | 0.0% | |
| SHE | SPDR SER TRssga gnder etf | $23,000 | +4.5% | 244 | 0.0% | 0.00% | 0.0% | |
| CLGX | CORELOGIC INC | $24,000 | +4.3% | 300 | 0.0% | 0.00% | 0.0% | |
| FNDB | SCHWAB STRATEGIC TRschwab fdt us bm | $28,000 | +16.7% | 539 | 0.0% | 0.00% | 0.0% | |
| CODI | COMPASS DIVERSIFIEDsh ben int | $23,000 | +21.1% | 1,000 | 0.0% | 0.00% | 0.0% | |
| CAAS | CHINA AUTOMOTIVE SYS INC | $19,000 | -24.0% | 4,054 | 0.0% | 0.00% | 0.0% | |
| SKYW | SKYWEST INC | $25,000 | +38.9% | 450 | 0.0% | 0.00% | 0.0% | |
| SNBR | SLEEP NUMBER CORP | $22,000 | +69.2% | 155 | 0.0% | 0.00% | +100.0% | |
| PWV | INVESCO EXCHANGE TRADED FD Tdynmc lrg valu | $20,000 | +11.1% | 468 | 0.0% | 0.00% | 0.0% | |
| GEM | GOLDMAN SACHS ETF TRactivebeta eme | $25,000 | +4.2% | 629 | 0.0% | 0.00% | 0.0% | |
| SPTN | SPARTANNASH CO | $22,000 | +15.8% | 1,100 | 0.0% | 0.00% | 0.0% | |
| CDAY | CERIDIAN HCM HLDG INC | $19,000 | -20.8% | 222 | 0.0% | 0.00% | 0.0% | |
| IR | INGERSOLL RAND INC | $17,000 | +13.3% | 339 | 0.0% | 0.00% | +100.0% | |
| PEAK | HEALTHPEAK PROPERTIES INC | $14,000 | +7.7% | 439 | 0.0% | 0.00% | 0.0% | |
| FOF | COHEN & STEERS CLOSED-END OP | $16,000 | +6.7% | 1,171 | 0.0% | 0.00% | 0.0% | |
| JQC | NUVEEN CR STRATEGIES INCOME | $15,000 | 0.0% | 2,300 | 0.0% | 0.00% | 0.0% | |
| FNCL | FIDELITY COVINGTON TRUSTmsci finls idx | $7,000 | +16.7% | 150 | 0.0% | 0.00% | 0.0% | |
| ARNC | ARCONIC CORPORATION | $8,000 | -20.0% | 319 | 0.0% | 0.00% | 0.0% | |
| AWI | ARMSTRONG WORLD INDS INC NEW | $16,000 | +23.1% | 179 | 0.0% | 0.00% | 0.0% | |
| NZF | NUVEEN MUNICIPAL CREDIT INC | $12,000 | 0.0% | 750 | 0.0% | 0.00% | 0.0% | |
| HE | HAWAIIAN ELEC INDUSTRIES | $12,000 | +33.3% | 261 | 0.0% | 0.00% | 0.0% | |
| FSK | FS KKR CAP CORP | $15,000 | +25.0% | 739 | 0.0% | 0.00% | 0.0% | |
| JBLU | JETBLUE AWYS CORP | $9,000 | +28.6% | 450 | 0.0% | 0.00% | 0.0% | |
| PKO | PIMCO INCOME OPPORTUNITY FD | $13,000 | 0.0% | 500 | 0.0% | 0.00% | 0.0% | |
| PJUN | INNOVATOR ETFS TRs&p 500 pwr bu | $11,000 | 0.0% | 357 | 0.0% | 0.00% | 0.0% | |
| CSQ | CALAMOS STRATEGIC TOTAL RETU | $13,000 | +8.3% | 750 | 0.0% | 0.00% | 0.0% | |
| XONE | EXONE CO | $13,000 | +225.0% | 410 | 0.0% | 0.00% | – | |
| AIZ | ASSURANT INC | $6,000 | 0.0% | 43 | 0.0% | 0.00% | 0.0% | |
| EEMS | ISHARES INCem mkt sm-cp etf | $7,000 | +16.7% | 118 | 0.0% | 0.00% | 0.0% | |
| HYLD | EXCHANGE LISTED FDS TRhigh yield etf | $14,000 | 0.0% | 425 | 0.0% | 0.00% | 0.0% | |
| TMX | TERMINIX GLOBAL HOLDINGS INC | $10,000 | -9.1% | 213 | 0.0% | 0.00% | 0.0% | |
| AVGR | AVINGER INC | $8,000 | +300.0% | 5,000 | 0.0% | 0.00% | – | |
| KMF | KAYNE ANDERSON NEXTGEN ENRGY | $12,000 | +9.1% | 1,858 | 0.0% | 0.00% | 0.0% | |
| EUDV | PROSHARES TRmsci eur div | $8,000 | 0.0% | 181 | 0.0% | 0.00% | 0.0% | |
| SVC | SERVICE PPTYS TR | $9,000 | 0.0% | 800 | 0.0% | 0.00% | 0.0% | |
| REGL | PROSHARES TRs&p mdcp 400 div | $8,000 | +14.3% | 108 | 0.0% | 0.00% | 0.0% | |
| ESPR | ESPERION THERAPEUTICS INC NE | $11,000 | +10.0% | 400 | 0.0% | 0.00% | 0.0% | |
| CASY | CASEYS GEN STORES INC | $10,000 | +25.0% | 46 | 0.0% | 0.00% | 0.0% | |
| LYG | LLOYDS BANKING GROUP PLCsponsored adr | $12,000 | +20.0% | 5,306 | 0.0% | 0.00% | 0.0% | |
| ERII | ENERGY RECOVERY INC | $6,000 | +20.0% | 345 | 0.0% | 0.00% | – | |
| ICUI | ICU MED INC | $8,000 | -11.1% | 41 | 0.0% | 0.00% | 0.0% | |
| BMO | BANK MONTREAL QUE | $13,000 | +18.2% | 144 | 0.0% | 0.00% | 0.0% | |
| MAXR | MAXAR TECHNOLOGIES INC | $11,000 | -8.3% | 300 | 0.0% | 0.00% | 0.0% | |
| FCPT | FOUR CORNERS PPTY TR INC | $6,000 | -14.3% | 226 | 0.0% | 0.00% | 0.0% | |
| SOLO | ELECTRAMECCANICA VEHS CORP | $9,000 | -25.0% | 2,000 | 0.0% | 0.00% | 0.0% | |
| KNDI | KANDI TECHNOLOGIES GROUP INC | $13,000 | -7.1% | 2,000 | 0.0% | 0.00% | 0.0% | |
| VGK | VANGUARD INTL EQUITY INDEX Fftse europe etf | $8,000 | 0.0% | 134 | 0.0% | 0.00% | 0.0% | |
| NFBK | NORTHFIELD BANCORP INC DEL | $11,000 | +22.2% | 700 | 0.0% | 0.00% | 0.0% | |
| MGRC | MCGRATH RENTCORP | $9,000 | +12.5% | 113 | 0.0% | 0.00% | 0.0% | |
| SIMO | SILICON MOTION TECHNOLOGY COsponsored adr | $6,000 | +50.0% | 93 | 0.0% | 0.00% | – | |
| SNP | CHINA PETROLEUM & CHEMICAL C | $8,000 | +14.3% | 150 | 0.0% | 0.00% | 0.0% | |
| BLRX | BIOLINERX LTDsponsored ads | $10,000 | +11.1% | 3,598 | 0.0% | 0.00% | 0.0% | |
| KKR | KKR & CO INC | $10,000 | +25.0% | 200 | 0.0% | 0.00% | 0.0% | |
| BGY | BLACKROCK ENHANCED INTL DIV | $14,000 | 0.0% | 2,300 | 0.0% | 0.00% | 0.0% | |
| EVG | EATON VANCE SHORT DURATION D | $7,000 | 0.0% | 540 | 0.0% | 0.00% | 0.0% | |
| REZI | RESIDEO TECHNOLOGIES INC | $14,000 | +27.3% | 501 | 0.0% | 0.00% | 0.0% | |
| FLCO | FRANKLIN TEMPLETON ETF TRliberty invt | $11,000 | -8.3% | 438 | 0.0% | 0.00% | 0.0% | |
| KIO | KKR INCOME OPPORTUNITIES FD | $14,000 | +16.7% | 860 | 0.0% | 0.00% | 0.0% | |
| BBH | VANECK VECTORS ETF TRbiotech etf | $13,000 | 0.0% | 75 | 0.0% | 0.00% | 0.0% | |
| EVV | EATON VANCE LTD DURATION INC | $12,000 | +9.1% | 911 | 0.0% | 0.00% | 0.0% | |
| NICE | NICE LTDsponsored adr | $15,000 | -21.1% | 68 | 0.0% | 0.00% | -50.0% | |
| US ECOLOGY INC | $8,000 | +14.3% | 200 | 0.0% | 0.00% | 0.0% | ||
| CSIQ | CANADIAN SOLAR INC | $10,000 | 0.0% | 194 | 0.0% | 0.00% | 0.0% | |
| UGA | UNITED STS GASOLINE FD LPunits | $16,000 | +33.3% | 500 | 0.0% | 0.00% | 0.0% | |
| TEO | TELECOM ARGENTINA S Aspon adr rep b | $6,000 | -14.3% | 1,000 | 0.0% | 0.00% | 0.0% | |
| USFD | US FOODS HLDG CORP | $12,000 | +20.0% | 315 | 0.0% | 0.00% | 0.0% | |
| EWBC | EAST WEST BANCORP INC | $9,000 | +50.0% | 117 | 0.0% | 0.00% | 0.0% | |
| BBI | BRICKELL BIOTECH INC | $9,000 | +50.0% | 8,270 | 0.0% | 0.00% | 0.0% | |
| GGN | GAMCO GLOBAL GOLD NAT RES & | $10,000 | 0.0% | 2,860 | 0.0% | 0.00% | 0.0% | |
| CARA | CARA THERAPEUTICS INC | $9,000 | +50.0% | 409 | 0.0% | 0.00% | 0.0% | |
| DBC | INVESCO DB COMMDY INDX TRCKunit | $13,000 | +18.2% | 765 | 0.0% | 0.00% | 0.0% | |
| GLUU | GLU MOBILE INC | $8,000 | +60.0% | 609 | 0.0% | 0.00% | – | |
| UMC | UNITED MICROELECTRONICS CORPspon adr new | $8,000 | +14.3% | 843 | 0.0% | 0.00% | 0.0% | |
| SPXC | SPX CORP | $6,000 | +20.0% | 100 | 0.0% | 0.00% | – | |
| GAMR | ETF MANAGERS TRwedbush vid game | $10,000 | +25.0% | 100 | 0.0% | 0.00% | 0.0% | |
| PAC | GRUPO AEROPUERTO DEL PACIFICspon adr b | $11,000 | 0.0% | 102 | 0.0% | 0.00% | 0.0% | |
| ILTB | ISHARES TRcore lt usdb etf | $12,000 | -14.3% | 177 | 0.0% | 0.00% | 0.0% | |
| DWX | SPDR INDEX SHS FDSs&p intl etf | $7,000 | 0.0% | 190 | 0.0% | 0.00% | 0.0% | |
| STWD | STARWOOD PPTY TR INC | $7,000 | +16.7% | 300 | 0.0% | 0.00% | 0.0% | |
| BSCO | INVESCO EXCH TRD SLF IDX FD | $10,000 | 0.0% | 433 | 0.0% | 0.00% | 0.0% | |
| MD | MEDNAX INC | $8,000 | +14.3% | 300 | 0.0% | 0.00% | 0.0% | |
| DGII | DIGI INTL INC | $7,000 | 0.0% | 350 | 0.0% | 0.00% | 0.0% | |
| DRNA | DICERNA PHARMACEUTICALS INC | $13,000 | +18.2% | 500 | 0.0% | 0.00% | 0.0% | |
| NML | NEUBERGER BERMAN MLP & ENERG | $11,000 | +22.2% | 2,547 | 0.0% | 0.00% | 0.0% | |
| XPH | SPDR SER TRs&p pharmac | $8,000 | 0.0% | 160 | 0.0% | 0.00% | 0.0% | |
| UUP | INVESCO DB US DLR INDEX TRbullish fd | $6,000 | +20.0% | 224 | 0.0% | 0.00% | – | |
| TTEC | TTEC HLDGS INC | $15,000 | +36.4% | 147 | 0.0% | 0.00% | 0.0% | |
| TGI | TRIUMPH GROUP INC NEW | $9,000 | +50.0% | 505 | 0.0% | 0.00% | 0.0% | |
| DAN | DANA INC | $15,000 | +25.0% | 600 | 0.0% | 0.00% | 0.0% | |
| DXC | DXC TECHNOLOGY CO | $6,000 | +20.0% | 183 | 0.0% | 0.00% | – | |
| NTES | NETEASE INCsponsored ads | $15,000 | +7.1% | 150 | 0.0% | 0.00% | 0.0% | |
| TUSK | MAMMOTH ENERGY SVCS INC | $14,000 | +16.7% | 2,600 | 0.0% | 0.00% | 0.0% | |
| SHM | SPDR SER TRnuveen blmbrg sr | $6,000 | 0.0% | 126 | 0.0% | 0.00% | 0.0% | |
| STKL | SUNOPTA INC | $7,000 | +16.7% | 500 | 0.0% | 0.00% | 0.0% | |
| ESML | ISHARES TResg aware msci | $9,000 | +12.5% | 222 | 0.0% | 0.00% | 0.0% | |
| GNL | GLOBAL NET LEASE INC | $6,000 | 0.0% | 327 | 0.0% | 0.00% | 0.0% | |
| EIS | ISHARES INCmsci israel etf | $6,000 | 0.0% | 92 | 0.0% | 0.00% | 0.0% | |
| HSIC | HENRY SCHEIN INC | $6,000 | 0.0% | 84 | 0.0% | 0.00% | 0.0% | |
| OUT | OUTFRONT MEDIA INC | $13,000 | +18.2% | 575 | 0.0% | 0.00% | 0.0% | |
| ALLE | ALLEGION PLC | $12,000 | +9.1% | 93 | 0.0% | 0.00% | 0.0% | |
| CCEP | COCA COLA EUROPEAN PARTNERS | $13,000 | +8.3% | 249 | 0.0% | 0.00% | 0.0% | |
| FWDB | ADVISORSHARES TRfoliobeyond smrt | $13,000 | 0.0% | 498 | 0.0% | 0.00% | 0.0% | |
| GLOG | GASLOG LTD | $12,000 | +71.4% | 2,000 | 0.0% | 0.00% | 0.0% | |
| IDA | IDACORP INC | $15,000 | +7.1% | 150 | 0.0% | 0.00% | 0.0% | |
| IETC | ISHARES U S ETF TRtechnology | $8,000 | 0.0% | 166 | 0.0% | 0.00% | 0.0% | |
| LI | LI AUTO INCsponsored ads | $13,000 | -7.1% | 500 | 0.0% | 0.00% | 0.0% | |
| PEO | ADAM NAT RES FD INC | $7,000 | +40.0% | 483 | 0.0% | 0.00% | – | |
| ON | ON SEMICONDUCTOR CORP | $12,000 | +20.0% | 291 | 0.0% | 0.00% | 0.0% | |
| MYOV | MYOVANT SCIENCES LTD | $14,000 | -26.3% | 700 | 0.0% | 0.00% | -50.0% | |
| PID | INVESCO EXCHANGE TRADED FD Tintl divi achi | $10,000 | +11.1% | 574 | 0.0% | 0.00% | 0.0% | |
| WWD | WOODWARD INC | $7,000 | 0.0% | 53 | 0.0% | 0.00% | 0.0% | |
| PVH | PVH CORPORATION | $10,000 | +11.1% | 93 | 0.0% | 0.00% | 0.0% | |
| AOD | ABERDEEN TOTAL DYNAMIC DIVD | $9,000 | +12.5% | 900 | 0.0% | 0.00% | 0.0% | |
| DXJ | WISDOMTREE TRjapn hedge eqt | $6,000 | 0.0% | 105 | 0.0% | 0.00% | 0.0% | |
| ISCG | ISHARES TRmrgstr sm cp gr | $7,000 | 0.0% | 22 | 0.0% | 0.00% | 0.0% | |
| LILAK | LIBERTY LATIN AMERICA LTD | $13,000 | +18.2% | 973 | 0.0% | 0.00% | 0.0% | |
| TRTN | TRITON INTL LTDcl a | $6,000 | +20.0% | 104 | 0.0% | 0.00% | – | |
| IOVA | IOVANCE BIOTHERAPEUTICS INC | $13,000 | -31.6% | 420 | 0.0% | 0.00% | -50.0% | |
| AOUT | AMERICAN OUTDOOR BRANDS INC | $6,000 | +50.0% | 254 | 0.0% | 0.00% | – | |
| CXP | COLUMBIA PPTY TR INC | $11,000 | +10.0% | 672 | 0.0% | 0.00% | 0.0% | |
| ESLT | ELBIT SYS LTDord | $13,000 | +8.3% | 90 | 0.0% | 0.00% | 0.0% | |
| EOD | WELLS FARGO GLOBAL DIVID OPP | $8,000 | +14.3% | 1,500 | 0.0% | 0.00% | 0.0% | |
| NDAQ | NASDAQ INC | $15,000 | +7.1% | 102 | 0.0% | 0.00% | 0.0% | |
| AMN | AMN HEALTHCARE SVCS INC | $8,000 | 0.0% | 108 | 0.0% | 0.00% | 0.0% | |
| LBAI | LAKELAND BANCORP INC | $14,000 | +40.0% | 802 | 0.0% | 0.00% | 0.0% | |
| IFGL | ISHARES TRintl dev re etf | $6,000 | +20.0% | 200 | 0.0% | 0.00% | – | |
| HXL | HEXCEL CORP NEW | $16,000 | +6.7% | 298 | 0.0% | 0.00% | 0.0% | |
| CLB | CORE LABORATORIES N V | $15,000 | +7.1% | 529 | 0.0% | 0.00% | 0.0% | |
| WMG | WARNER MUSIC GROUP CORP | $6,000 | -14.3% | 188 | 0.0% | 0.00% | 0.0% | |
| AGCO | AGCO CORP | $16,000 | +33.3% | 112 | 0.0% | 0.00% | 0.0% | |
| TGP | TEEKAY LNG PARTNERS L Pprtnrsp units | $6,000 | +20.0% | 450 | 0.0% | 0.00% | – | |
| APHA | APHRIA INC | $6,000 | +200.0% | 300 | 0.0% | 0.00% | – | |
| JPEM | J P MORGAN EXCHANGE-TRADED Fdiv rtn em eqt | $8,000 | +14.3% | 133 | 0.0% | 0.00% | 0.0% | |
| IYY | ISHARES TRdow jones us etf | $12,000 | +9.1% | 120 | 0.0% | 0.00% | 0.0% | |
| IYC | ISHARES TRu.s. cnsm sv etf | $12,000 | +9.1% | 160 | 0.0% | 0.00% | 0.0% | |
| PAG | PENSKE AUTOMOTIVE GRP INC | $11,000 | +37.5% | 143 | 0.0% | 0.00% | 0.0% | |
| DBA | INVESCO DB MULTI-SECTOR COMMagriculture fd | $5,000 | 0.0% | 300 | 0.0% | 0.00% | – | |
| AOM | ISHARES TRmodert alloc etf | $5,000 | 0.0% | 112 | 0.0% | 0.00% | – | |
| EIDO | ISHARES TRmsci indonia etf | $4,000 | 0.0% | 168 | 0.0% | 0.00% | – | |
| PRF | INVESCO EXCHANGE TRADED FD Tftse rafi 1000 | $4,000 | 0.0% | 29 | 0.0% | 0.00% | – | |
| RFG | INVESCO EXCHANGE TRADED FD Ts&p mdcp400 pr | $4,000 | 0.0% | 17 | 0.0% | 0.00% | – | |
| ERUS | ISHARES INCmsci russia etf | $5,000 | 0.0% | 136 | 0.0% | 0.00% | – | |
| IBDP | ISHARES TRibonds dec24 etf | $1,000 | 0.0% | 55 | 0.0% | 0.00% | – | |
| EJAN | INNOVATOR ETFS TRmsci emgr mkt | $2,000 | 0.0% | 82 | 0.0% | 0.00% | – | |
| INVA | INNOVIVA INC | $1,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
| IIIN | INSTEEL INDS INC | $3,000 | +50.0% | 108 | 0.0% | 0.00% | – | |
| INO | INOVIO PHARMACEUTICALS INC | $5,000 | 0.0% | 548 | 0.0% | 0.00% | – | |
| NGVT | INGEVITY CORP | $2,000 | 0.0% | 31 | 0.0% | 0.00% | – | |
| ROOF | INDEXIQ ETF TRus rl est smcp | $0 | – | 15 | 0.0% | 0.00% | – | |
| BOTJ | BANK OF THE JAMES FINL GP IN | $1,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
| IMV | IMV INC | $1,000 | 0.0% | 200 | 0.0% | 0.00% | – | |
| KT | KT CORPsponsored adr | $1,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
| KYN | KAYNE ANDERSON ENERGY INFRST | $4,000 | +33.3% | 500 | 0.0% | 0.00% | – | |
| KW | KENNEDY-WILSON HOLDINGS INC | $2,000 | 0.0% | 113 | 0.0% | 0.00% | – | |
| KN | KNOWLES CORP | $2,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
| KURA | KURA ONCOLOGY INC | $3,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
| HEXO | HEXO CORP | $4,000 | +100.0% | 645 | 0.0% | 0.00% | – | |
| HES | HESS CORP | $2,000 | +100.0% | 24 | 0.0% | 0.00% | – | |
| LSTR | LANDSTAR SYS INC | $2,000 | 0.0% | 13 | 0.0% | 0.00% | – | |
| HLX | HELIX ENERGY SOLUTIONS GRP I | $0 | – | 87 | 0.0% | 0.00% | – | |
| LMAT | LEMAITRE VASCULAR INC | $1,000 | 0.0% | 21 | 0.0% | 0.00% | – | |
| LII | LENNOX INTL INC | $3,000 | 0.0% | 9 | 0.0% | 0.00% | – | |
| BATRA | LIBERTY MEDIA CORP DEL | $0 | – | 15 | 0.0% | 0.00% | – | |
| BATRK | LIBERTY MEDIA CORP DEL | $1,000 | 0.0% | 30 | 0.0% | 0.00% | – | |
| GBAB | GUGGENHEIM TAXABLE MUNICP BO | $5,000 | 0.0% | 200 | 0.0% | 0.00% | – | |
| MCR | MFS CHARTER INCOME TRsh ben int | $2,000 | 0.0% | 193 | 0.0% | 0.00% | – | |
| MFA | MFA FINL INC | $3,000 | 0.0% | 650 | 0.0% | 0.00% | – | |
| MKSI | MKS INSTRS INC | $4,000 | +33.3% | 23 | 0.0% | 0.00% | – | |
| M | MACYS INC | $5,000 | +66.7% | 293 | 0.0% | 0.00% | – | |
| AJX | GREAT AJAX CORP | $3,000 | 0.0% | 288 | 0.0% | 0.00% | – | |
| GGG | GRACO INC | $5,000 | 0.0% | 65 | 0.0% | 0.00% | – | |
| GPRO | GOPRO INCcl a | $1,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
| GHYB | GOLDMAN SACHS ETF TRaccess hig yld | $3,000 | 0.0% | 67 | 0.0% | 0.00% | – | |
| MXF | MEXICO FD INC | $3,000 | 0.0% | 200 | 0.0% | 0.00% | – | |
| MICRO FOCUS INTL PLCspon adr new | $0 | – | 58 | 0.0% | 0.00% | – | ||
| MLHR | MILLER HERMAN INC | $3,000 | +50.0% | 72 | 0.0% | 0.00% | – | |
| GL | GLOBE LIFE INC | $2,000 | 0.0% | 20 | 0.0% | 0.00% | – | |
| SNSR | GLOBAL X FDSinternet of thng | $2,000 | 0.0% | 50 | 0.0% | 0.00% | – | |
| CHIX | GLOBAL X FDSmsci china fincl | $0 | – | 19 | 0.0% | 0.00% | – | |
| NTCO | NATURA &CO HLDG S Aads | $1,000 | 0.0% | 60 | 0.0% | 0.00% | – | |
| NRP | NATURAL RESOURCE PARTNERS L | $2,000 | +100.0% | 107 | 0.0% | 0.00% | – | |
| EMFM | GLOBAL X FDSmsci nxt emrng | $1,000 | 0.0% | 59 | 0.0% | 0.00% | – | |
| NWSA | NEWS CORP NEWcl a | $0 | – | 17 | 0.0% | 0.00% | – | |
| NXRT | NEXPOINT RESIDENTIAL TR INC | $2,000 | 0.0% | 45 | 0.0% | 0.00% | – | |
| GATX | GATX CORP | $2,000 | 0.0% | 20 | 0.0% | 0.00% | – | |
| ISMD | NORTHERN LTS FD TR IVinspire smal etf | $2,000 | +100.0% | 50 | 0.0% | 0.00% | – | |
| NS | NUSTAR ENERGY LP | $2,000 | 0.0% | 110 | 0.0% | 0.00% | – | |
| FLS | FLOWSERVE CORP | $3,000 | 0.0% | 83 | 0.0% | 0.00% | – | |
| JPC | NUVEEN PFD & INCOME OPPORTUN | $5,000 | 0.0% | 500 | 0.0% | 0.00% | – | |
| OCUP | OCUPHIRE PHARMA INC | $0 | – | 41 | 0.0% | 0.00% | – | |
| OMEX | ODYSSEY MARINE EXPL INC | $0 | – | 21 | 0.0% | 0.00% | – | |
| OLLI | OLLIES BARGAIN OUTLET HLDGS | $1,000 | 0.0% | 13 | 0.0% | 0.00% | – | |
| ONCY | ONCOLYTICS BIOTECH INC | $4,000 | +100.0% | 946 | 0.0% | 0.00% | – | |
| LDSF | FIRST TR EXCHNG TRADED FD VIlow dur strtgc | $5,000 | 0.0% | 228 | 0.0% | 0.00% | – | |
| OTEX | OPEN TEXT CORP | $5,000 | 0.0% | 115 | 0.0% | 0.00% | – | |
| KIDS | ORTHOPEDIATRICS CORP | $0 | – | 9 | 0.0% | 0.00% | – | |
| PJT | PJT PARTNERS INC | $0 | – | 1 | 0.0% | 0.00% | – | |
| FTXO | FIRST TR EXCHANGE-TRADED FDnasdaq bk etf | $2,000 | 0.0% | 67 | 0.0% | 0.00% | – | |
| PRAA | PRA GROUP INC | $0 | – | 12 | 0.0% | 0.00% | – | |
| FRI | FIRST TR S&P REIT INDEX FD | $1,000 | 0.0% | 49 | 0.0% | 0.00% | – | |
| PCTY | PAYLOCITY HLDG CORP | $4,000 | -20.0% | 23 | 0.0% | 0.00% | – | |
| BTU | PEABODY ENGR CORP | $0 | – | 52 | 0.0% | 0.00% | – | |
| PEGA | PEGASYSTEMS INC | $1,000 | 0.0% | 9 | 0.0% | 0.00% | – | |
| PMT | PENNYMAC MTG INVT TR | $5,000 | 0.0% | 278 | 0.0% | 0.00% | – | |
| PBT | PERMIAN BASIN RTY TRunit ben int | $5,000 | +25.0% | 1,150 | 0.0% | 0.00% | – | |
| PTR | PETROCHINA CO LTDsponsored adr | $3,000 | +50.0% | 70 | 0.0% | 0.00% | – | |
| FPI | FARMLAND PARTNERS INC | $0 | – | 39 | 0.0% | 0.00% | – | |
| EZPW | EZCORP INCcl a non vtg | $1,000 | 0.0% | 200 | 0.0% | 0.00% | – | |
| PDD | PINDUODUO INCsponsored ads | $1,000 | -50.0% | 10 | 0.0% | 0.00% | – | |
| MAV | PIONEER MUN HIGH INCOME ADVA | $3,000 | 0.0% | 275 | 0.0% | 0.00% | – | |
| MHI | PIONEER MUN HIGH INCOME TR | $2,000 | 0.0% | 123 | 0.0% | 0.00% | – | |
| PLRX | PLIANT THERAPEUTICS INC | $1,000 | – | 20 | 0.0% | 0.00% | – | |
| PSTI | PLURISTEM THERAPEUTICS INC | $2,000 | -50.0% | 500 | 0.0% | 0.00% | – | |
| POR | PORTLAND GEN ELEC CO | $1,000 | 0.0% | 19 | 0.0% | 0.00% | – | |
| PSTX | POSEIDA THERAPEUTICS INC | $3,000 | 0.0% | 300 | 0.0% | 0.00% | – | |
| PSMT | PRICESMART INC | $2,000 | 0.0% | 25 | 0.0% | 0.00% | – | |
| PRI | PRIMERICA INC | $4,000 | 0.0% | 30 | 0.0% | 0.00% | – | |
| PGZ | PRINCIPAL REAL ESTATE INCOME | $4,000 | +33.3% | 280 | 0.0% | 0.00% | – | |
| PRO | PROS HOLDINGS INC | $1,000 | -50.0% | 30 | 0.0% | 0.00% | – | |
| SMDV | PROSHARES TRruss 2000 divd | $3,000 | 0.0% | 45 | 0.0% | 0.00% | – | |
| PVBC | PROVIDENT BANCORP INC | $2,000 | 0.0% | 161 | 0.0% | 0.00% | – | |
| PFS | PROVIDENT FINL SVCS INC | $1,000 | 0.0% | 50 | 0.0% | 0.00% | – | |
| RLI | RLI CORP | $2,000 | 0.0% | 21 | 0.0% | 0.00% | – | |
| RMR | RMR GROUP INCcl a | $0 | – | 12 | 0.0% | 0.00% | – | |
| EBIX | EBIX INC | $3,000 | -25.0% | 100 | 0.0% | 0.00% | – | |
| ROLL | RBC BEARINGS INC | $3,000 | +50.0% | 13 | 0.0% | 0.00% | – | |
| EGP | EASTGROUP PPTYS INC | $1,000 | 0.0% | 7 | 0.0% | 0.00% | – | |
| EIC | EAGLE POINT INCOME COMPANY I | $1,000 | 0.0% | 40 | 0.0% | 0.00% | – | |
| EXP | EAGLE MATLS INC | $5,000 | +25.0% | 37 | 0.0% | 0.00% | – | |
| SEIC | SEI INVTS CO | $5,000 | 0.0% | 81 | 0.0% | 0.00% | – | |
| OPER | ETF SER SOLUTIONS | $2,000 | 0.0% | 18 | 0.0% | 0.00% | – | |
| DCI | DONALDSON INC | $1,000 | 0.0% | 23 | 0.0% | 0.00% | – | |
| CHAD | DIREXION SHS ETF TRcsi300 china1x | $1,000 | 0.0% | 50 | 0.0% | 0.00% | – | |
| DECK | DECKERS OUTDOOR CORP | $5,000 | 0.0% | 16 | 0.0% | 0.00% | – | |
| DCP | DCP MIDSTREAM LP | $4,000 | +33.3% | 175 | 0.0% | 0.00% | – | |
| XOP | SPDR SER TRs&p oilgas exp | $2,000 | 0.0% | 26 | 0.0% | 0.00% | – | |
| SZC | CUSHING NEXTGEN INFRA INCM F | $3,000 | 0.0% | 77 | 0.0% | 0.00% | – | |
| CUBE | CUBESMART | $2,000 | 0.0% | 54 | 0.0% | 0.00% | – | |
| CRY | CRYOLIFE INC | $5,000 | -16.7% | 242 | 0.0% | 0.00% | -100.0% | |
| SGMO | SANGAMO THERAPEUTICS INC | $1,000 | 0.0% | 89 | 0.0% | 0.00% | – | |
| SDGR | SCHRODINGER INC | $1,000 | 0.0% | 15 | 0.0% | 0.00% | – | |
| CXW | CORECIVIC INC | $5,000 | +66.7% | 507 | 0.0% | 0.00% | – | |
| CORE | CORE MARK HOLDING CO INC | $3,000 | +50.0% | 76 | 0.0% | 0.00% | – | |
| CLNY | COLONY CAP INC NEW | $2,000 | +100.0% | 240 | 0.0% | 0.00% | – | |
| CNS | COHEN & STEERS INC | $2,000 | -33.3% | 36 | 0.0% | 0.00% | – | |
| CLVS | CLOVIS ONCOLOGY INC | $5,000 | +25.0% | 750 | 0.0% | 0.00% | – | |
| SSD | SIMPSON MFG INC | $3,000 | 0.0% | 32 | 0.0% | 0.00% | – | |
| SNN | SMITH & NEPHEW PLCspdn adr new | $2,000 | 0.0% | 41 | 0.0% | 0.00% | – | |
| CHX | CHAMPIONX CORPORATION | $0 | – | 5 | 0.0% | 0.00% | – | |
| SPWH | SPORTSMANS WHSE HLDGS INC | $3,000 | -25.0% | 200 | 0.0% | 0.00% | – | |
| CCS | CENTURY CMNTYS INC | $4,000 | +33.3% | 61 | 0.0% | 0.00% | – | |
| STT | STATE STR CORP | $3,000 | +50.0% | 34 | 0.0% | 0.00% | – | |
| SRCL | STERICYCLE INC | $2,000 | -33.3% | 37 | 0.0% | 0.00% | – | |
| SF | STIFEL FINL CORP | $3,000 | +50.0% | 44 | 0.0% | 0.00% | – | |
| FUN | CEDAR FAIR L Pdepositry unit | $4,000 | +33.3% | 85 | 0.0% | 0.00% | – | |
| SUPN | SUPERNUS PHARMACEUTICALS INC | $3,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
| CSLT | CASTLIGHT HEALTH INCcl b | $0 | – | 100 | 0.0% | 0.00% | – | |
| CWST | CASELLA WASTE SYS INCcl a | $5,000 | 0.0% | 75 | 0.0% | 0.00% | – | |
| TSI | TCW STRATEGIC INCOME FD INC | $3,000 | 0.0% | 569 | 0.0% | 0.00% | – | |
| CRI | CARTERS INC | $5,000 | 0.0% | 56 | 0.0% | 0.00% | – | |
| SKT | TANGER FACTORY OUTLET CTRS I | $1,000 | 0.0% | 96 | 0.0% | 0.00% | – | |
| TTCF | TATTOOED CHEF INC | $2,000 | 0.0% | 105 | 0.0% | 0.00% | – | |
| CMO | CAPSTEAD MTG CORP | $4,000 | 0.0% | 700 | 0.0% | 0.00% | – | |
| TDW | TIDEWATER INC NEW | $0 | – | 2 | 0.0% | 0.00% | – | |
| TDWWSA | TIDEWATER INC NEW*w exp 07/31/202 | $0 | – | 3 | 0.0% | 0.00% | – | |
| TDWWSB | TIDEWATER INC NEW*w exp 07/31/202 | $0 | – | 3 | 0.0% | 0.00% | – | |
| CABO | CABLE ONE INC | $2,000 | 0.0% | 1 | 0.0% | 0.00% | – | |
| UAN | CVR PARTNERS LP | $2,000 | +100.0% | 50 | 0.0% | 0.00% | – | |
| TONIX PHARMACEUTICALS HLDG C | $0 | – | 5 | 0.0% | 0.00% | – | ||
| CVI | CVR ENERGY INC | $2,000 | +100.0% | 100 | 0.0% | 0.00% | – | |
| TYG | TORTOISE ENERGY INFRA CORP | $3,000 | +50.0% | 112 | 0.0% | 0.00% | – | |
| TPZ | TORTOISE PWR & ENERGY INFRAS | $2,000 | 0.0% | 200 | 0.0% | 0.00% | – | |
| TOWN | TOWNEBANK PORTSMOUTH VA | $3,000 | +50.0% | 100 | 0.0% | 0.00% | – | |
| CIT | CIT GROUP INC | $4,000 | +33.3% | 72 | 0.0% | 0.00% | – | |
| RA | BROOKFIELD REAL ASSETS INCOM | $3,000 | 0.0% | 160 | 0.0% | 0.00% | – | |
| BIPC | BROOKFIELD INFRASTRUCTURE CO | $4,000 | 0.0% | 58 | 0.0% | 0.00% | – | |
| BHF | BRIGHTHOUSE FINL INC | $4,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
| BCOV | BRIGHTCOVE INC | $2,000 | +100.0% | 78 | 0.0% | 0.00% | – | |
| BLUE | BLUEBIRD BIO INC | $1,000 | 0.0% | 25 | 0.0% | 0.00% | – | |
| ITM | VANECK VECTORS ETF TRintrmdt muni etf | $5,000 | 0.0% | 105 | 0.0% | 0.00% | – | |
| OIH | VANECK VECTORS ETF TRoil svcs etf | $1,000 | 0.0% | 7 | 0.0% | 0.00% | – | |
| BCX | BLACKROCK RES & COMMODITIES | $3,000 | 0.0% | 368 | 0.0% | 0.00% | – | |
| MCA | BLACKROCK MUNIYIELD CALIF QU | $0 | – | 5 | 0.0% | 0.00% | – | |
| BVXV | BIONDVAX PHARMACEUTICALS LTDspond ads | $5,000 | +25.0% | 1,350 | 0.0% | 0.00% | – | |
| BLI | BERKELEY LTS INC | $1,000 | 0.0% | 14 | 0.0% | 0.00% | – | |
| BOH | BANK HAWAII CORP | $3,000 | 0.0% | 36 | 0.0% | 0.00% | – | |
| BWXT | BWX TECHNOLOGIES INC | $3,000 | +50.0% | 39 | 0.0% | 0.00% | – | |
| VXRT | VAXART INC | $3,000 | 0.0% | 500 | 0.0% | 0.00% | – | |
| AVNW | AVIAT NETWORKS INC | $0 | – | 1 | 0.0% | 0.00% | – | |
| ATHM | AUTOHOME INCsp ads rp cl a | $5,000 | -16.7% | 57 | 0.0% | 0.00% | -100.0% | |
| AHT | ASHFORD HOSPITALITY TR INC | $1,000 | 0.0% | 500 | 0.0% | 0.00% | – | |
| AROW | ARROW FINL CORP | $4,000 | +33.3% | 112 | 0.0% | 0.00% | – | |
| VRAY | VIEWRAY INC | $5,000 | +25.0% | 1,100 | 0.0% | 0.00% | – | |
| ABUS | ARBUTUS BIOPHARMA CORP | $1,000 | 0.0% | 200 | 0.0% | 0.00% | – | |
| VC | VISTEON CORP | $0 | – | 1 | 0.0% | 0.00% | – | |
| AQST | AQUESTIVE THERAPEUTICS INC | $1,000 | 0.0% | 200 | 0.0% | 0.00% | – | |
| ATR | APTARGROUP INC | $1,000 | 0.0% | 9 | 0.0% | 0.00% | – | |
| AMTI | APPLIED MOLECULAR TRANS INC | $1,000 | 0.0% | 20 | 0.0% | 0.00% | – | |
| WBK | WESTPAC BANKING CORPsponsored adr | $3,000 | 0.0% | 178 | 0.0% | 0.00% | – | |
| AFG | AMERICAN FINL GROUP INC OHIO | $1,000 | 0.0% | 6 | 0.0% | 0.00% | – | |
| UHAL | AMERCO | $2,000 | +100.0% | 3 | 0.0% | 0.00% | – | |
| AMRN | AMARIN CORP PLCspons adr new | $3,000 | +50.0% | 450 | 0.0% | 0.00% | – | |
| ALE | ALLETE INC | $2,000 | 0.0% | 25 | 0.0% | 0.00% | – | |
| ALDX | ALDEYRA THERAPEUTICS INC | $4,000 | +100.0% | 340 | 0.0% | 0.00% | – | |
| WK | WORKIVA INC | $1,000 | 0.0% | 14 | 0.0% | 0.00% | – | |
| XBIT | XBIOTECH INC | $5,000 | 0.0% | 300 | 0.0% | 0.00% | – | |
| XRX | XEROX HOLDINGS CORP | $1,000 | 0.0% | 47 | 0.0% | 0.00% | – | |
| YEXT | YEXT INC | $3,000 | 0.0% | 200 | 0.0% | 0.00% | – | |
| ZGNX | ZOGENIX INC | $4,000 | -20.0% | 225 | 0.0% | 0.00% | – | |
| AGRX | AGILE THERAPEUTICS INC | $0 | -100.0% | 200 | 0.0% | 0.00% | – | |
| ACGL | ARCH CAP GROUP LTDord | $1,000 | 0.0% | 20 | 0.0% | 0.00% | – | |
| AVAV | AEROVIRONMENT INC | $4,000 | +33.3% | 38 | 0.0% | 0.00% | – | |
| AXS | AXIS CAP HLDGS LTD | $0 | – | 8 | 0.0% | 0.00% | – | |
| ASIX | ADVANSIX INC | $3,000 | 0.0% | 125 | 0.0% | 0.00% | – | |
| AAP | ADVANCE AUTO PARTS INC | $2,000 | 0.0% | 13 | 0.0% | 0.00% | – | |
| ADAP | ADAPTIMMUNE THERAPEUTICS PLCsponds adr | $3,000 | 0.0% | 475 | 0.0% | 0.00% | – | |
| GOLF | ACUSHNET HOLDINGS CORP | $3,000 | 0.0% | 82 | 0.0% | 0.00% | – | |
| XLRN | ACCELERON PHARMA INC | $0 | – | 3 | 0.0% | 0.00% | – | |
| PRTA | PROTHENA CORP PLC | $0 | – | 9 | 0.0% | 0.00% | – | |
| RPRX | ROYALTY PHARMA PLC | $1,000 | 0.0% | 12 | 0.0% | 0.00% | – | |
| AWP | ABERDEEN GLOBAL PREMIER PPTY | $2,000 | +100.0% | 260 | 0.0% | 0.00% | – | |
| ANF | ABERCROMBIE & FITCH COcl a | $3,000 | +50.0% | 95 | 0.0% | 0.00% | – | |
| AAN | THE AARONS COMPANY INC | $3,000 | +50.0% | 109 | 0.0% | 0.00% | – | |
| KRNT | KORNIT DIGITAL LTD | $2,000 | 0.0% | 18 | 0.0% | 0.00% | – | |
| SBIO | ALPS ETF TRmed breakthgh | $5,000 | 0.0% | 105 | 0.0% | 0.00% | – | |
| SVA | SINOVAC BIOTECH LTD | $0 | – | 16 | 0.0% | 0.00% | – | |
| ACCO | ACCO BRANDS CORP | $1,000 | 0.0% | 80 | 0.0% | 0.00% | – | |
| WOOD | ISHARES TRgl timb fore etf | $1,000 | 0.0% | 7 | 0.0% | 0.00% | – | |
| EWW | ISHARES INCmsci mexico etf | $4,000 | 0.0% | 96 | 0.0% | 0.00% | – | |
| EWC | ISHARES INCmsci cda etf | $5,000 | 0.0% | 160 | 0.0% | 0.00% | – | |
| AIA | ISHARES TRasia 50 etf | $5,000 | 0.0% | 59 | 0.0% | 0.00% | – | |
| IEUS | ISHARES TRdevsmcp exna etf | $4,000 | 0.0% | 60 | 0.0% | 0.00% | – | |
| IRBT | IROBOT CORP | $5,000 | +66.7% | 42 | 0.0% | 0.00% | – |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-04-16
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC COM | 31 | Q4 2021 | 8.3% |
| VANGUARD BD INDEX FDS | 31 | Q4 2021 | 5.0% |
| AT&T INC COM | 31 | Q4 2021 | 3.6% |
| BERKSHIRE HATHAWAYINC DEL CL B NEW | 31 | Q4 2021 | 3.4% |
| META PLATFORMS INC | 31 | Q4 2021 | 2.9% |
| SPDR S&P 500 ETF TRTR UNIT | 31 | Q4 2021 | 1.7% |
| HOME DEPOT INC COM | 31 | Q4 2021 | 2.0% |
| MICROSOFT CORPCOM | 31 | Q4 2021 | 1.6% |
| DISNEY WALT CODISNEY COM | 31 | Q4 2021 | 2.2% |
| AMAZON COM INC | 31 | Q4 2021 | 1.3% |
View NEXT Financial Group, Inc's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-NT | 2024-05-13 |
| 13F-NT | 2024-02-02 |
| 13F-NT | 2023-11-08 |
| 13F-NT | 2023-08-03 |
| 13F-NT | 2023-05-10 |
| 13F-NT | 2023-02-13 |
| 13F-NT | 2022-11-14 |
| 13F-NT | 2022-08-15 |
| 13F-NT | 2022-05-16 |
| 13F-HR | 2022-02-15 |
View NEXT Financial Group, Inc's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.