$656 Million is the total value of Anchor Investment Management, LLC's 957 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was 18.4% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MSFT | Buy | MICROSOFT CORP COMstock | $20,472,697 | +9.4% | 86,833 | +3.2% | 3.12% | -7.4% |
| V | Buy | VISA INC COM CL Astock | $19,453,139 | +0.8% | 91,877 | +4.2% | 2.96% | -14.6% |
| VCSH | Buy | VANGUARD SHORT-TERM CORPORATE BOND ETFetf | $15,381,041 | +0.3% | 186,437 | +1.2% | 2.34% | -15.1% |
| AAPL | Buy | APPLE INC COMstock | $13,002,983 | +2.1% | 106,451 | +10.9% | 1.98% | -13.5% |
| QQQ | Buy | INVESCO QQQ TRUST SERIES Ietf | $12,467,551 | +14.5% | 39,067 | +12.6% | 1.90% | -3.0% |
| SCHX | Buy | SCHWAB U.S. LARGE-CAP ETFetf | $12,133,408 | +11.5% | 126,350 | +5.6% | 1.85% | -5.6% |
| DIS | Buy | DISNEY WALT CO COMstock | $11,356,685 | +3.0% | 61,547 | +1.1% | 1.73% | -12.8% |
| JNJ | Buy | JOHNSON & JOHNSON COMstock | $9,494,939 | +16.7% | 57,773 | +11.8% | 1.45% | -1.2% |
| GOOG | Buy | ALPHABET INC CAP STK CL Cstock | $9,215,747 | +28.7% | 4,455 | +9.0% | 1.40% | +9.0% |
| UPS | Buy | UNITED PARCEL SERVICE INC CL Bstock | $8,705,186 | +13.5% | 51,210 | +12.5% | 1.33% | -3.8% |
| UNP | Buy | UNION PAC CORP COMstock | $8,222,314 | +11.6% | 37,305 | +5.4% | 1.25% | -5.5% |
| ABBV | Buy | ABBVIE INC COMstock | $8,048,479 | +16.9% | 74,371 | +15.7% | 1.23% | -1.0% |
| VGT | Buy | VANGUARD INFORMATION TECHNOLOGY ETFetf | $8,011,572 | +4.6% | 22,348 | +3.3% | 1.22% | -11.4% |
| SCHP | Buy | SCHWAB US TIPS ETFetf | $7,870,009 | +134.0% | 128,679 | +137.6% | 1.20% | +98.2% |
| INTC | Sell | INTEL CORP COMstock | $7,851,925 | +21.2% | 122,686 | -5.7% | 1.20% | +2.6% |
| AMZN | Buy | AMAZON COM INC COMstock | $7,224,677 | +8.9% | 2,335 | +14.6% | 1.10% | -7.7% |
| LOW | Buy | LOWES COS INC COMstock | $6,943,907 | +24.3% | 36,512 | +4.9% | 1.06% | +5.3% |
| ABT | Buy | ABBOTT LABS COMstock | $6,803,950 | +16.1% | 56,775 | +6.1% | 1.04% | -1.7% |
| FDX | Buy | FEDEX CORP COMstock | $6,775,477 | +17.4% | 23,854 | +7.3% | 1.03% | -0.6% |
| VZ | Buy | VERIZON COMMUNICATIONS INC COMstock | $6,674,302 | +22.5% | 114,777 | +23.7% | 1.02% | +3.8% |
| FCNCA | FIRST CTZNS BANCSHARES INC N C CL Astock | $6,600,911 | +45.5% | 7,898 | 0.0% | 1.01% | +23.3% | |
| ADBE | Buy | ADOBE INC COMstock | $6,230,199 | +11.8% | 13,106 | +17.6% | 0.95% | -5.4% |
| SCHM | Sell | SCHWAB U.S. MID-CAP ETFetf | $6,212,038 | +2.6% | 83,461 | -6.0% | 0.95% | -13.1% |
| DUK | Buy | DUKE ENERGY CORP NEW COM NEWstock | $6,186,898 | +17.1% | 64,093 | +11.0% | 0.94% | -0.9% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DEL CL B NEWstock | $5,885,007 | +26.1% | 23,036 | +14.5% | 0.90% | +6.7% |
| HD | Buy | HOME DEPOT INC COMstock | $5,867,449 | +16.9% | 19,222 | +1.8% | 0.89% | -1.0% |
| UNH | Buy | UNITEDHEALTH GROUP INC COMstock | $5,578,111 | +23.6% | 14,992 | +16.5% | 0.85% | +4.7% |
| XOM | Sell | EXXON MOBIL CORP COMstock | $5,540,942 | +29.8% | 99,247 | -4.2% | 0.84% | +9.9% |
| ENB | Buy | ENBRIDGE INC COMstock | $5,402,197 | +15.2% | 148,412 | +1.2% | 0.82% | -2.5% |
| PFE | Buy | PFIZER INC COMstock | $5,283,416 | +7.9% | 145,830 | +9.6% | 0.80% | -8.6% |
| VDC | Buy | VANGUARD CONSUMER STAPLES ETFetf | $5,038,095 | +10.9% | 28,267 | +8.2% | 0.77% | -6.1% |
| BSCN | Buy | INVESCO BULLETSHARES 2023 CORPORATE BOND ETFetf | $4,803,164 | +7.9% | 220,632 | +8.5% | 0.73% | -8.6% |
| VPU | Buy | VANGUARD UTILITIES ETFetf | $4,774,811 | +1314.5% | 33,982 | +1281.4% | 0.73% | +1091.8% |
| VOO | Sell | VANGUARD S&P 500 ETFetf | $4,711,578 | +5.7% | 12,933 | -0.3% | 0.72% | -10.5% |
| T | Buy | AT&T INC COMstock | $4,674,632 | +23.6% | 154,431 | +17.4% | 0.71% | +4.7% |
| KO | Buy | COCA COLA CO COMstock | $4,582,901 | +14.6% | 86,946 | +19.2% | 0.70% | -3.1% |
| MDT | Buy | MEDTRONIC PLC SHSstock | $4,526,860 | +6.5% | 38,321 | +5.6% | 0.69% | -9.8% |
| BSCO | Buy | INVESCO BULLETSHARES 2024 CORPORATE BOND ETFetf | $4,526,677 | +7.2% | 204,180 | +8.3% | 0.69% | -9.1% |
| D | Sell | DOMINION ENERGY INC COMstock | $4,456,191 | -0.8% | 58,665 | -1.8% | 0.68% | -16.0% |
| PG | Buy | PROCTER AND GAMBLE CO COMstock | $4,446,022 | +14.0% | 32,829 | +17.1% | 0.68% | -3.6% |
| WM | Sell | WASTE MGMT INC DEL COMstock | $4,404,644 | +8.9% | 34,139 | -0.5% | 0.67% | -7.8% |
| CMCSA | Buy | COMCAST CORP NEW CL Astock | $4,391,676 | +9.9% | 81,162 | +6.5% | 0.67% | -7.0% |
| SCHE | Buy | SCHWAB EMERGING MARKETS EQUITY ETFetf | $4,354,216 | +19.3% | 137,011 | +15.1% | 0.66% | +0.9% |
| NSC | Sell | NORFOLK SOUTHN CORP COMstock | $4,285,000 | +12.4% | 15,958 | -0.6% | 0.65% | -4.8% |
| MRK | Buy | MERCK & CO INC COMstock | $4,230,237 | +56.5% | 54,874 | +66.0% | 0.64% | +32.5% |
| FISV | Buy | FISERV INC COMstock | $4,062,478 | +11.2% | 34,127 | +6.4% | 0.62% | -5.8% |
| BSCP | Buy | INVESCO BULLETSHARES 2025 CORPORATE BOND ETFetf | $4,004,969 | +12.0% | 180,811 | +14.4% | 0.61% | -5.1% |
| SO | Buy | SOUTHERN CO COMstock | $3,856,099 | +20.4% | 62,035 | +19.0% | 0.59% | +1.9% |
| ORCL | Buy | ORACLE CORP COMstock | $3,798,178 | +16.1% | 54,128 | +7.1% | 0.58% | -1.5% |
| CSX | Sell | CSX CORP COMstock | $3,762,212 | +5.7% | 39,019 | -0.5% | 0.57% | -10.5% |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC COMstock | $3,755,551 | +11.9% | 8,229 | +14.2% | 0.57% | -5.3% |
| VHT | Buy | VANGUARD HEALTH CARE ETFetf | $3,692,826 | +9.4% | 16,144 | +7.0% | 0.56% | -7.2% |
| TFC | Buy | TRUIST FINL CORP COMstock | $3,675,269 | +27.2% | 63,019 | +4.6% | 0.56% | +7.7% |
| QCOM | Buy | QUALCOMM INC COMstock | $3,491,921 | +26.0% | 26,336 | +44.8% | 0.53% | +6.6% |
| IHI | Buy | ISHARES U.S. MEDICAL DEVICES ETFetf | $3,393,365 | +4.0% | 10,272 | +3.0% | 0.52% | -11.9% |
| VGSH | Buy | VANGUARD SHORT-TERM TREASURY ETFetf | $3,388,522 | +2.9% | 55,080 | +3.0% | 0.52% | -12.8% |
| PEP | Buy | PEPSICO INC COMstock | $3,356,288 | +2.2% | 23,728 | +7.2% | 0.51% | -13.5% |
| FB | Buy | META PLATFORMS INC CL Astock | $3,301,681 | +53.4% | 11,210 | +42.3% | 0.50% | +30.0% |
| MA | Buy | MASTERCARD INCORPORATED CL Astock | $3,297,379 | +17.5% | 9,261 | +17.7% | 0.50% | -0.6% |
| BSCQ | Buy | INVESCO BULLETSHARES 2026 CORPORATE BOND ETFetf | $3,288,374 | +6.0% | 154,311 | +9.1% | 0.50% | -10.2% |
| BSCR | Buy | INVESCO BULLETSHARES 2027 CORPORATE BOND ETFetf | $3,201,182 | -0.7% | 148,134 | +2.9% | 0.49% | -15.9% |
| JPM | Buy | JPMORGAN CHASE & CO COMstock | $3,153,942 | +23.6% | 20,718 | +3.2% | 0.48% | +4.6% |
| SYK | Buy | STRYKER CORPORATION COMstock | $3,110,517 | +6.3% | 12,770 | +6.9% | 0.47% | -10.1% |
| RSG | Buy | REPUBLIC SVCS INC COMstock | $3,098,528 | +17.6% | 31,188 | +14.0% | 0.47% | -0.4% |
| GLW | Buy | CORNING INC COMstock | $3,100,075 | +90.7% | 71,250 | +57.8% | 0.47% | +61.6% |
| GOOGL | Buy | ALPHABET INC CAP STK CL Astock | $3,093,780 | +35.9% | 1,500 | +15.5% | 0.47% | +14.9% |
| SHW | Buy | SHERWIN WILLIAMS CO COMstock | $3,026,596 | +19.0% | 4,101 | +18.5% | 0.46% | +0.7% |
| SON | Sell | SONOCO PRODS CO COMstock | $2,789,307 | +6.1% | 44,065 | -0.7% | 0.42% | -10.1% |
| LLY | Buy | ELI LILLY & CO COMstock | $2,717,671 | +11.2% | 14,547 | +0.5% | 0.41% | -5.9% |
| EW | Buy | EDWARDS LIFESCIENCES CORP COMstock | $2,702,492 | +10.1% | 32,311 | +20.1% | 0.41% | -6.8% |
| VCR | Sell | VANGUARD CONSUMER DISCRETIONARY ETFetf | $2,694,456 | +1.4% | 9,122 | -5.6% | 0.41% | -14.2% |
| ADP | Buy | AUTOMATIC DATA PROCESSING INC COMstock | $2,680,232 | +7.5% | 14,221 | +0.5% | 0.41% | -9.1% |
| BAC | Buy | BANK AMERICA CORP COMstock | $2,559,689 | +30.9% | 66,159 | +2.6% | 0.39% | +10.8% |
| SBUX | Buy | STARBUCKS CORP COMstock | $2,552,989 | +16.7% | 23,364 | +14.3% | 0.39% | -1.0% |
| SCHA | Buy | SCHWAB U.S. SMALL-CAP ETFetf | $2,454,683 | +14.2% | 24,628 | +1.9% | 0.37% | -3.4% |
| CSCO | Buy | CISCO SYS INC COMstock | $2,390,277 | +18.3% | 46,225 | +2.3% | 0.36% | 0.0% |
| EFAV | Buy | ISHARES MSCI EAFE MIN VOL FACTOR ETFetf | $2,361,227 | +2.8% | 32,350 | +3.3% | 0.36% | -12.8% |
| VO | Sell | VANGUARD MID-CAP ETFetf | $2,350,046 | +1.7% | 10,617 | -5.0% | 0.36% | -13.9% |
| MDLZ | Sell | MONDELEZ INTL INC CL Astock | $2,322,412 | -0.1% | 39,679 | -0.2% | 0.35% | -15.3% |
| BAX | Buy | BAXTER INTL INC COMstock | $2,323,606 | +24.8% | 27,550 | +18.7% | 0.35% | +5.7% |
| CVX | Buy | CHEVRON CORP NEW COMstock | $2,301,320 | +87.9% | 21,961 | +51.5% | 0.35% | +59.5% |
| AMAT | Buy | APPLIED MATLS INC COMstock | $2,262,115 | +85.3% | 16,932 | +19.7% | 0.34% | +56.8% |
| NEE | NEXTERA ENERGY INC COMstock | $2,204,597 | -2.0% | 29,157 | 0.0% | 0.34% | -17.0% | |
| VTI | Buy | VANGUARD TOTAL STOCK MARKET ETFetf | $2,189,467 | +6.7% | 10,593 | +0.5% | 0.33% | -9.5% |
| SPY | Sell | SPDR S&P 500 ETF TRUSTetf | $2,110,547 | +5.1% | 5,325 | -0.8% | 0.32% | -10.8% |
| AMGN | Buy | AMGEN INC COMstock | $2,112,657 | +31.5% | 8,491 | +21.5% | 0.32% | +11.4% |
| CVS | Sell | CVS HEALTH CORP COMstock | $2,056,132 | -0.2% | 27,331 | -9.4% | 0.31% | -15.4% |
| PM | Buy | PHILIP MORRIS INTL INC COMstock | $2,012,268 | +75.2% | 22,676 | +63.5% | 0.31% | +48.3% |
| CAT | Buy | CATERPILLAR INC COMstock | $1,893,995 | +247.3% | 8,168 | +172.6% | 0.29% | +194.9% |
| ORLY | Buy | OREILLY AUTOMOTIVE INC COMstock | $1,866,173 | +24.7% | 3,679 | +11.2% | 0.28% | +5.6% |
| TSCO | Buy | TRACTOR SUPPLY CO COMstock | $1,857,038 | +29.3% | 10,487 | +2.6% | 0.28% | +9.7% |
| VB | Sell | VANGUARD SMALL-CAP ETFetf | $1,840,446 | +7.4% | 8,597 | -2.4% | 0.28% | -9.1% |
| TXN | Buy | TEXAS INSTRS INC COMstock | $1,826,021 | +20.8% | 9,662 | +4.9% | 0.28% | +2.2% |
| DHR | Buy | DANAHER CORPORATION COMstock | $1,793,212 | +21.8% | 7,967 | +20.3% | 0.27% | +3.0% |
| ADM | Buy | ARCHER DANIELS MIDLAND CO COMstock | $1,790,494 | +542.5% | 31,412 | +468.2% | 0.27% | +446.0% |
| LH | Buy | LABORATORY CORP AMER HLDGS COM NEWstock | $1,749,251 | +36.0% | 6,859 | +8.5% | 0.27% | +15.2% |
| WBA | Buy | WALGREENS BOOTS ALLIANCE INC COMstock | $1,724,837 | +143.7% | 31,418 | +77.0% | 0.26% | +107.1% |
| TSM | Buy | TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADSadr | $1,728,780 | +28.5% | 14,616 | +18.5% | 0.26% | +8.7% |
| SPGI | Buy | S&P GLOBAL INC COMstock | $1,724,829 | +22.5% | 4,888 | +14.1% | 0.26% | +4.0% |
| COST | Buy | COSTCO WHSL CORP NEW COMstock | $1,724,694 | +17.3% | 4,893 | +25.3% | 0.26% | -0.8% |
| MCK | Buy | MCKESSON CORP COMstock | $1,711,281 | +42.0% | 8,774 | +26.6% | 0.26% | +20.3% |
| VEA | Sell | VANGUARD FTSE DEVELOPED MARKETS ETFetf | $1,693,558 | -0.1% | 34,485 | -4.0% | 0.26% | -15.4% |
| BKNG | Buy | BOOKING HOLDINGS INC COMstock | $1,670,495 | +36.4% | 717 | +30.4% | 0.25% | +15.5% |
| HUM | Buy | HUMANA INC COMstock | $1,627,529 | +19.2% | 3,882 | +16.7% | 0.25% | +0.8% |
| SHY | Buy | ISHARES 1-3 YEAR TREASURY BOND ETFetf | $1,602,193 | +1033.8% | 18,576 | +1035.5% | 0.24% | +876.0% |
| VIS | Sell | VANGUARD INDUSTRIALS ETFetf | $1,526,463 | +6.9% | 8,065 | -4.0% | 0.23% | -9.3% |
| RTX | Buy | RTX CORPORATION COMstock | $1,508,700 | +12.0% | 19,525 | +3.6% | 0.23% | -5.0% |
| LHCG | Sell | LHC GROUP INC COMstock | $1,496,218 | -10.9% | 7,825 | -0.6% | 0.23% | -24.5% |
| TGT | Sell | TARGET CORP COMstock | $1,477,206 | +9.6% | 7,458 | -2.3% | 0.22% | -7.0% |
| SWKS | Buy | SKYWORKS SOLUTIONS INC COMstock | $1,458,666 | +44.8% | 7,950 | +20.7% | 0.22% | +22.7% |
| WMT | Buy | WALMART INC COMstock | $1,434,126 | +16.8% | 10,558 | +23.9% | 0.22% | -1.4% |
| BA | Sell | BOEING CO COMstock | $1,428,215 | +13.6% | 5,607 | -4.5% | 0.22% | -3.5% |
| ICE | Buy | INTERCONTINENTAL EXCHANGE INC COMstock | $1,403,036 | +26.4% | 12,563 | +30.5% | 0.21% | +7.0% |
| AXP | Buy | AMERICAN EXPRESS CO COMstock | $1,400,256 | +37.4% | 9,900 | +17.4% | 0.21% | +16.4% |
| PAYX | PAYCHEX INC COMstock | $1,400,314 | +5.2% | 14,286 | 0.0% | 0.21% | -10.9% | |
| DG | Buy | DOLLAR GEN CORP NEW COMstock | $1,383,287 | +9.9% | 6,827 | +14.1% | 0.21% | -6.6% |
| UNM | UNUM GROUP COMstock | $1,374,885 | +21.3% | 49,403 | 0.0% | 0.21% | +2.5% | |
| SNPS | Buy | SYNOPSYS INC COMstock | $1,364,277 | -0.3% | 5,506 | +4.4% | 0.21% | -15.4% |
| MMM | Buy | 3M CO COMstock | $1,349,783 | +155.9% | 7,005 | +132.1% | 0.21% | +116.8% |
| MCD | Buy | MCDONALDS CORP COMstock | $1,346,197 | +117.0% | 6,006 | +107.7% | 0.20% | +83.0% |
| F | Buy | FORD MTR CO DEL COMstock | $1,345,356 | +41.4% | 109,825 | +1.5% | 0.20% | +19.9% |
| MET | Sell | METLIFE INC COMstock | $1,335,234 | +28.4% | 21,965 | -0.8% | 0.20% | +8.6% |
| IWD | Buy | ISHARES RUSSELL 1000 VALUE ETFetf | $1,304,400 | +26.5% | 8,607 | +14.1% | 0.20% | +7.0% |
| KMB | Buy | KIMBERLY-CLARK CORP COMstock | $1,271,473 | +153.7% | 9,144 | +146.0% | 0.19% | +115.6% |
| BIV | Sell | VANGUARD INTERMEDIATE-TERM BOND ETFetf | $1,242,486 | -5.4% | 14,003 | -1.0% | 0.19% | -19.9% |
| FTNT | Buy | FORTINET INC COMstock | $1,214,406 | +56.8% | 6,585 | +26.3% | 0.18% | +33.1% |
| BTT | Sell | BLACKROCK MUN TARGET TERM TR COM SHS BEN INcef | $1,209,198 | -1.8% | 47,587 | -0.8% | 0.18% | -17.1% |
| ACN | Buy | ACCENTURE PLC IRELAND SHS CLASS Astock | $1,195,610 | +39.6% | 4,328 | +32.0% | 0.18% | +18.2% |
| AFL | AFLAC INC COMstock | $1,175,707 | +15.1% | 22,972 | 0.0% | 0.18% | -2.7% | |
| ITW | Buy | ILLINOIS TOOL WKS INC COMstock | $1,166,746 | +14.4% | 5,267 | +5.3% | 0.18% | -2.7% |
| CL | Buy | COLGATE PALMOLIVE CO COMstock | $1,158,013 | -7.2% | 14,690 | +0.7% | 0.18% | -21.4% |
| WY | Sell | WEYERHAEUSER CO MTN BE COM NEWreit | $1,153,032 | +4.8% | 32,389 | -1.3% | 0.18% | -11.1% |
| LMT | Sell | LOCKHEED MARTIN CORP COMstock | $1,149,145 | -10.3% | 3,110 | -13.8% | 0.18% | -23.9% |
| CFR | CULLEN FROST BANKERS INC COMstock | $1,136,542 | +24.7% | 10,450 | 0.0% | 0.17% | +5.5% | |
| CI | Buy | THE CIGNA GROUP COMstock | $1,112,487 | +61.8% | 4,602 | +39.4% | 0.17% | +36.3% |
| BSV | Buy | VANGUARD SHORT-TERM BOND ETFetf | $1,099,474 | +5.5% | 13,377 | +6.4% | 0.17% | -11.2% |
| BK | Buy | BANK NEW YORK MELLON CORP COMstock | $1,097,100 | +11.6% | 23,199 | +0.2% | 0.17% | -5.6% |
| APD | Buy | AIR PRODS & CHEMS INC COMstock | $1,076,970 | +34.9% | 3,828 | +31.0% | 0.16% | +13.9% |
| EMR | Buy | EMERSON ELEC CO COMstock | $1,054,154 | +286.2% | 11,684 | +244.1% | 0.16% | +228.6% |
| IYC | Sell | ISHARES U.S. CONSUMER DISCRETIONARY ETFetf | $1,036,919 | -1.3% | 13,857 | -7.1% | 0.16% | -16.4% |
| MCO | Buy | MOODYS CORP COMstock | $1,024,232 | +9.9% | 3,430 | +6.9% | 0.16% | -7.1% |
| L | Sell | LOEWS CORP COMstock | $1,015,344 | +5.9% | 19,800 | -7.0% | 0.16% | -10.4% |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS COMstock | $1,016,657 | +4.0% | 7,629 | -1.8% | 0.16% | -11.9% |
| CPRT | Buy | COPART INC COMstock | $1,004,643 | +9.6% | 9,250 | +28.4% | 0.15% | -7.3% |
| ANTM | Buy | ELEVANCE HEALTH INC COMstock | $995,372 | +96.4% | 2,773 | +75.7% | 0.15% | +67.0% |
| FOXA | Sell | FOX CORP CL A COMstock | $996,838 | -1.9% | 27,606 | -20.9% | 0.15% | -16.9% |
| SCHD | Buy | SCHWAB US DIVIDEND EQUITY ETFetf | $987,339 | +64.7% | 13,540 | +44.8% | 0.15% | +38.9% |
| ECL | Sell | ECOLAB INC COMstock | $966,526 | -13.4% | 4,515 | -12.5% | 0.15% | -26.9% |
| BLK | Buy | BLACKROCK INC COMstock | $968,085 | +79.1% | 1,284 | +71.4% | 0.15% | +51.5% |
| LHX | Buy | L3HARRIS TECHNOLOGIES INC COMstock | $962,325 | +60.5% | 4,748 | +49.6% | 0.15% | +36.1% |
| CHKP | Buy | CHECK POINT SOFTWARE TECH LTD ORDstock | $934,390 | +6930.2% | 8,345 | +8245.0% | 0.14% | +7000.0% |
| VCIT | Sell | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETFetf | $933,103 | -5.4% | 10,030 | -1.2% | 0.14% | -19.8% |
| KMI | Buy | KINDER MORGAN INC DEL COMstock | $923,147 | +33.9% | 55,444 | +9.9% | 0.14% | +13.7% |
| FTEC | Buy | FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETFetf | $914,313 | +8.4% | 8,637 | +7.0% | 0.14% | -8.6% |
| SOXX | Buy | ISHARES SEMICONDUCTOR ETFetf | $903,947 | +914.5% | 2,132 | +807.2% | 0.14% | +762.5% |
| TEL | Buy | TE CONNECTIVITY LTD SHSstock | $907,772 | +65.2% | 7,031 | +54.9% | 0.14% | +39.4% |
| BABA | Buy | ALIBABA GROUP HLDG LTD SPONSORED ADSadr | $904,653 | +105.8% | 3,990 | +111.2% | 0.14% | +74.7% |
| Buy | BROOKFIELD CORP CL A LTD VT SHstock | $900,947 | +61.4% | 20,246 | +49.7% | 0.14% | +37.0% | |
| LKQ | Buy | LKQ CORP COMstock | $892,951 | +76.1% | 21,095 | +46.6% | 0.14% | +49.5% |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO COMstock | $893,424 | +44.3% | 14,152 | +41.8% | 0.14% | +22.5% |
| GD | Buy | GENERAL DYNAMICS CORP COMstock | $881,292 | +234.6% | 4,854 | +174.2% | 0.13% | +185.1% |
| AWK | Buy | AMERICAN WTR WKS CO INC NEW COMstock | $873,146 | +3.7% | 5,824 | +6.1% | 0.13% | -11.9% |
| SJM | Buy | SMUCKER J M CO COM NEWstock | $867,398 | +779.7% | 6,855 | +703.6% | 0.13% | +633.3% |
| Buy | GENERAL ELECTRIC CO COM NEWstock | $857,406 | +22.5% | 65,301 | +0.7% | 0.13% | +4.0% | |
| NFLX | Buy | NETFLIX INC COMstock | $848,219 | +23.9% | 1,626 | +28.4% | 0.13% | +4.9% |
| C | Sell | CITIGROUP INC COM NEWstock | $837,206 | +16.6% | 11,508 | -1.2% | 0.13% | -0.8% |
| K | Buy | KELLANOVA COMstock | $841,107 | +471.7% | 13,288 | +462.1% | 0.13% | +392.3% |
| PYPL | Buy | PAYPAL HLDGS INC COMstock | $816,914 | +78.0% | 3,364 | +71.6% | 0.12% | +49.4% |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIONS CL Astock | $812,370 | -4.7% | 10,399 | 0.0% | 0.12% | -19.0% | |
| NIM | NUVEEN SELECT MAT MUN FD SH BEN INTcef | $800,648 | +0.0% | 74,967 | 0.0% | 0.12% | -15.3% | |
| ATO | Sell | ATMOS ENERGY CORP COMstock | $799,795 | -7.3% | 8,091 | -10.5% | 0.12% | -21.3% |
| ENTG | Buy | ENTEGRIS INC COMstock | $799,929 | +67.8% | 7,155 | +44.3% | 0.12% | +41.9% |
| MINT | Sell | PIMCO ENHANCED SHORT MATURITY ACTIVE ETFetf | $793,369 | -3.3% | 7,785 | -3.1% | 0.12% | -18.2% |
| NVS | NOVARTIS AG SPONSORED ADRadr | $779,150 | -9.5% | 9,115 | 0.0% | 0.12% | -23.2% | |
| SCHF | Buy | SCHWAB INTERNATIONAL EQUITY ETFetf | $784,005 | +5.0% | 20,840 | +0.5% | 0.12% | -11.2% |
| DHI | Buy | D R HORTON INC COMstock | $776,454 | +137.3% | 8,712 | +83.5% | 0.12% | +100.0% |
| CNP | Buy | CENTERPOINT ENERGY INC COMstock | $773,565 | +282.8% | 34,153 | +265.7% | 0.12% | +227.8% |
| UL | Sell | UNILEVER PLC SPON ADR NEWadr | $767,089 | -13.5% | 13,740 | -6.5% | 0.12% | -26.9% |
| GS | Sell | GOLDMAN SACHS GROUP INC COMstock | $771,066 | +21.9% | 2,358 | -1.7% | 0.12% | +2.6% |
| MOAT | Buy | VANECK MORNINGSTAR WIDE MOAT ETFetf | $756,745 | +954.0% | 10,923 | +843.3% | 0.12% | +784.6% |
| IJH | ISHARES CORE S&P MID-CAP ETFetf | $741,017 | +13.2% | 2,847 | 0.0% | 0.11% | -4.2% | |
| GPN | GLOBAL PMTS INC COMstock | $738,992 | -6.4% | 3,666 | 0.0% | 0.11% | -20.4% | |
| NOC | Buy | NORTHROP GRUMMAN CORP COMstock | $734,016 | +21.2% | 2,268 | +14.1% | 0.11% | +2.8% |
| EXPD | Buy | EXPEDITORS INTL WASH INC COMstock | $718,831 | +100.5% | 6,675 | +77.1% | 0.11% | +69.2% |
| EPD | Buy | ENTERPRISE PRODS PARTNERS L P COMstock | $715,210 | +35.3% | 32,480 | +20.4% | 0.11% | +14.7% |
| GSIE | Buy | GOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETFetf | $708,080 | +48.7% | 21,431 | +43.6% | 0.11% | +25.6% |
| SSB | Buy | SOUTHSTATE CORPORATION COMstock | $692,987 | +8.7% | 8,827 | +0.1% | 0.11% | -7.8% |
| MO | Sell | ALTRIA GROUP INC COMstock | $697,157 | +23.0% | 13,627 | -1.4% | 0.11% | +3.9% |
| VNQ | Buy | VANGUARD REAL ESTATE ETFetf | $681,249 | +31.0% | 7,416 | +21.1% | 0.10% | +10.6% |
| INTU | Buy | INTUIT COMstock | $685,677 | +124.2% | 1,790 | +122.4% | 0.10% | +89.1% |
| AZO | Buy | AUTOZONE INC COMstock | $674,064 | +51.2% | 480 | +27.7% | 0.10% | +28.8% |
| TSN | Buy | TYSON FOODS INC CL Astock | $676,130 | +45.6% | 9,100 | +26.3% | 0.10% | +22.6% |
| TIP | Sell | ISHARES TIPS BOND ETFetf | $652,475 | -2.7% | 5,199 | -1.0% | 0.10% | -18.2% |
| VEU | Buy | VANGUARD FTSE ALL-WORLD EX-US INDEX FUNDetf | $644,476 | +24.2% | 10,621 | +19.4% | 0.10% | +5.4% |
| IXJ | ISHARES GLOBAL HEALTHCARE ETFetf | $629,896 | +0.8% | 8,174 | 0.0% | 0.10% | -14.3% | |
| ALL | Buy | ALLSTATE CORP COMstock | $626,665 | +47.9% | 5,454 | +41.5% | 0.10% | +25.0% |
| VYM | Buy | VANGUARD HIGH DIVIDEND YIELD INDEX ETFetf | $609,067 | +83.6% | 6,025 | +66.2% | 0.09% | +55.0% |
| FLT | Sell | FLEETCOR TECHNOLOGIES INC COMstock | $609,253 | -34.4% | 2,268 | -33.4% | 0.09% | -44.3% |
| TSLA | Buy | TESLA INC COMstock | $611,824 | +54.5% | 916 | +63.3% | 0.09% | +31.0% |
| MUNI | PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE ETFetf | $606,960 | -0.9% | 10,800 | 0.0% | 0.09% | -16.4% | |
| IWF | ISHARES RUSSELL 1000 GROWTH ETFetf | $598,121 | +0.8% | 2,461 | 0.0% | 0.09% | -15.0% | |
| EXPE | Buy | EXPEDIA GROUP INC COM NEWstock | $588,650 | +40.3% | 3,420 | +8.0% | 0.09% | +20.0% |
| AEP | Sell | AMERICAN ELEC PWR CO INC COMstock | $590,698 | -1.1% | 6,974 | -2.8% | 0.09% | -15.9% |
| DLA | Buy | DELTA APPAREL INC COMstock | $586,686 | +54.9% | 21,625 | +14.6% | 0.09% | +30.9% |
| KEYS | Buy | KEYSIGHT TECHNOLOGIES INC COMstock | $562,702 | +103.3% | 3,924 | +87.3% | 0.09% | +72.0% |
| DOV | Buy | DOVER CORP COMstock | $545,366 | +31.4% | 3,977 | +21.0% | 0.08% | +10.7% |
| FCCO | FIRST CMNTY CORP S C COMstock | $546,530 | +17.4% | 27,395 | 0.0% | 0.08% | -1.2% | |
| GNRC | Buy | GENERAC HLDGS INC COMstock | $535,381 | +441.2% | 1,635 | +275.9% | 0.08% | +355.6% |
| EFA | ISHARES MSCI EAFE ETFetf | $541,257 | +4.0% | 7,134 | 0.0% | 0.08% | -12.8% | |
| MKTX | Buy | MARKETAXESS HLDGS INC COMstock | $533,275 | +36.6% | 1,071 | +56.6% | 0.08% | +15.7% |
| DE | Buy | DEERE & CO COMstock | $529,408 | +68.5% | 1,415 | +21.1% | 0.08% | +42.1% |
| NVO | NOVO-NORDISK A S ADRadr | $525,000 | -3.5% | 7,787 | 0.0% | 0.08% | -18.4% | |
| ZTS | Buy | ZOETIS INC CL Astock | $523,306 | +151.3% | 3,323 | +164.1% | 0.08% | +116.2% |
| AJG | Buy | GALLAGHER ARTHUR J & CO COMstock | $511,557 | +182.3% | 4,100 | +179.9% | 0.08% | +136.4% |
| AKAM | Buy | AKAMAI TECHNOLOGIES INC COMstock | $502,367 | +147.3% | 4,930 | +154.8% | 0.08% | +108.1% |
| LRCX | Buy | LAM RESEARCH CORP COMstock | $495,835 | +315.0% | 833 | +229.2% | 0.08% | +261.9% |
| TROW | Buy | PRICE T ROWE GROUP INC COMstock | $492,873 | +13.4% | 2,872 | +0.0% | 0.08% | -3.8% |
| CCI | CROWN CASTLE INC COMreit | $481,275 | +8.1% | 2,796 | 0.0% | 0.07% | -8.8% | |
| SNV | Sell | SYNOVUS FINL CORP COM NEWstock | $470,310 | -7.2% | 10,280 | -34.3% | 0.07% | -20.9% |
| SPDW | SPDR PORTFOLIO DEVELOPED WORLD EX-US ETFetf | $468,520 | +4.8% | 13,250 | 0.0% | 0.07% | -11.2% | |
| RSP | Buy | INVESCO S&P 500 EQUAL WEIGHT ETFetf | $465,636 | +205.0% | 3,287 | +174.6% | 0.07% | +163.0% |
| VWO | Buy | VANGUARD FTSE EMERGING MARKETS ETFetf | $459,966 | +4.7% | 8,837 | +0.8% | 0.07% | -11.4% |
| VBK | VANGUARD SMALL-CAP GROWTH ETFetf | $454,271 | +2.6% | 1,654 | 0.0% | 0.07% | -13.8% | |
| AMLP | Buy | ALERIAN MLP ETFetf | $451,311 | +19.3% | 14,797 | +0.4% | 0.07% | +1.5% |
| ALLY | Buy | ALLY FINL INC COMstock | $451,798 | +27.8% | 9,993 | +0.8% | 0.07% | +7.8% |
| VBR | Buy | VANGUARD SMALL CAP VALUE ETFetf | $443,195 | +471.8% | 2,676 | +391.0% | 0.07% | +385.7% |
| SSNC | Buy | SS&C TECHNOLOGIES HLDGS INC COMstock | $446,330 | +213.3% | 6,388 | +226.3% | 0.07% | +161.5% |
| EA | Buy | ELECTRONIC ARTS INC COMstock | $447,399 | +795.3% | 3,305 | +849.7% | 0.07% | +655.6% |
| MMS | Buy | MAXIMUS INC COMstock | $448,316 | +386.1% | 5,035 | +299.6% | 0.07% | +300.0% |
| MGK | VANGUARD MEGA CAP GROWTH ETFetf | $430,291 | +1.6% | 2,078 | 0.0% | 0.07% | -13.2% | |
| CRM | Buy | SALESFORCE INC COMstock | $424,587 | +69.1% | 2,004 | +77.7% | 0.06% | +44.4% |
| REGN | Buy | REGENERON PHARMACEUTICALS COMstock | $426,299 | +1076.5% | 901 | +1101.3% | 0.06% | +828.6% |
| GBDC | Buy | GOLUB CAP BDC INC COMcef | $422,234 | +20.2% | 28,881 | +16.3% | 0.06% | +1.6% |
| TPB | Buy | TURNING PT BRANDS INC COMstock | $416,838 | +619.6% | 7,990 | +514.6% | 0.06% | +530.0% |
| NKE | Buy | NIKE INC CL Bstock | $405,846 | +15.0% | 3,054 | +22.4% | 0.06% | -1.6% |
| COP | Sell | CONOCOPHILLIPS COMstock | $401,301 | +31.1% | 7,576 | -1.0% | 0.06% | +10.9% |
| A | Buy | AGILENT TECHNOLOGIES INC COMstock | $399,220 | +1504.4% | 3,140 | +1395.2% | 0.06% | +1425.0% |
| PKI | New | REVVITY INC COMstock | $402,831 | – | 3,140 | +100.0% | 0.06% | – |
| CTAS | CINTAS CORP COMstock | $392,507 | -3.4% | 1,150 | 0.0% | 0.06% | -17.8% | |
| ALB | Sell | ALBEMARLE CORP COMstock | $393,766 | -5.1% | 2,695 | -4.2% | 0.06% | -20.0% |
| Buy | JACOBS SOLUTIONS INC COMstock | $391,042 | +925.4% | 3,025 | +764.3% | 0.06% | +757.1% | |
| DVA | Sell | DAVITA INC COMstock | $392,822 | -10.3% | 3,645 | -2.3% | 0.06% | -24.1% |
| ADI | Buy | ANALOG DEVICES INC COMstock | $390,647 | +2160.2% | 2,519 | +2053.0% | 0.06% | +1900.0% |
| TREX | Buy | TREX CO INC COMstock | $384,468 | +2196.2% | 4,200 | +2000.0% | 0.06% | +1866.7% |
| FMC | Buy | FMC CORP COM NEWstock | $388,462 | +601.2% | 3,512 | +628.6% | 0.06% | +490.0% |
| PHM | PULTE GROUP INC COMstock | $385,067 | +21.6% | 7,343 | 0.0% | 0.06% | +3.5% | |
| IYW | Sell | ISHARES U.S. TECHNOLOGY ETFetf | $384,740 | -31.5% | 4,387 | -33.5% | 0.06% | -41.6% |
| TOWN | Buy | TOWNEBANK PORTSMOUTH VA COMstock | $380,760 | +39.5% | 12,525 | +7.7% | 0.06% | +18.4% |
| VOT | Buy | VANGUARD MID-CAP GROWTH ETFetf | $381,541 | +125.5% | 1,778 | +122.8% | 0.06% | +93.3% |
| ISRG | Buy | INTUITIVE SURGICAL INC COM NEWstock | $381,293 | +41.7% | 516 | +56.8% | 0.06% | +20.8% |
| BDX | Sell | BECTON DICKINSON & CO COMstock | $383,691 | -4.6% | 1,578 | -1.9% | 0.06% | -19.4% |
| QRVO | Buy | QORVO INC COMstock | $383,305 | +4510.4% | 2,098 | +4096.0% | 0.06% | +5700.0% |
| TAN | Sell | INVESCO SOLAR ETFetf | $364,786 | -44.2% | 3,975 | -37.5% | 0.06% | -52.5% |
| SMG | SCOTTS MIRACLE-GRO CO CL Astock | $370,640 | +23.0% | 1,513 | 0.0% | 0.06% | +3.7% | |
| CBOE | Buy | CBOE GLOBAL MKTS INC COMstock | $358,738 | +2981.9% | 3,635 | +2808.0% | 0.06% | +2650.0% |
| VUG | Sell | VANGUARD GROWTH ETFetf | $363,237 | -0.4% | 1,413 | -1.9% | 0.06% | -16.7% |
| TCBI | TEXAS CAP BANCSHARES INC COMstock | $359,635 | +19.2% | 5,071 | 0.0% | 0.06% | +1.9% | |
| CACI | New | CACI INTL INC CL Astock | $358,890 | – | 1,455 | +100.0% | 0.06% | – |
| STZ | CONSTELLATION BRANDS INC CL Astock | $356,136 | +4.1% | 1,562 | 0.0% | 0.05% | -12.9% | |
| BX | Buy | BLACKSTONE INC COMstock | $352,154 | +23.5% | 4,725 | +7.4% | 0.05% | +5.9% |
| CHE | Buy | CHEMED CORP NEW COMstock | $354,061 | +731.0% | 770 | +862.5% | 0.05% | +575.0% |
| SCHB | SCHWAB U.S. BROAD MARKET ETFetf | $354,345 | +6.3% | 3,664 | 0.0% | 0.05% | -10.0% | |
| GEM | Buy | GOLDMAN SACHS ACTIVEBETA EMERGING MARKETS EQUITY ETFetf | $353,949 | +34.0% | 8,963 | +29.5% | 0.05% | +12.5% |
| VOD | Buy | VODAFONE GROUP PLC NEW SPONSORED ADRadr | $348,659 | +775.7% | 18,918 | +683.0% | 0.05% | +657.1% |
| SHV | ISHARES SHORT TREASURY BOND ETFetf | $342,028 | -0.0% | 3,095 | 0.0% | 0.05% | -16.1% | |
| CERN | Buy | CERNER CORP COMstock | $339,274 | +36.2% | 4,720 | +48.7% | 0.05% | +15.6% |
| DOW | Sell | DOW INC COMstock | $343,992 | +11.6% | 5,380 | -3.1% | 0.05% | -5.5% |
| ROP | Buy | ROPER TECHNOLOGIES INC COMstock | $341,629 | +832.3% | 847 | +896.5% | 0.05% | +642.9% |
| VIG | VANGUARD DIVIDEND APPRECIATION ETFetf | $339,608 | +4.2% | 2,309 | 0.0% | 0.05% | -11.9% | |
| IWL | ISHARES RUSSELL TOP 200 ETFetf | $333,355 | +4.9% | 3,519 | 0.0% | 0.05% | -10.5% | |
| WTRG | ESSENTIAL UTILS INC COMstock | $332,090 | -5.4% | 7,421 | 0.0% | 0.05% | -19.0% | |
| CCEP | Buy | COCA-COLA EUROPACIFIC PARTNERS SHSstock | $332,572 | +49.9% | 6,376 | +43.2% | 0.05% | +27.5% |
| ET | Sell | ENERGY TRANSFER L P COM UT LTD PTNstock | $330,470 | +23.7% | 43,030 | -0.5% | 0.05% | +4.2% |
| HON | Buy | HONEYWELL INTL INC COMstock | $329,295 | +29.9% | 1,517 | +27.3% | 0.05% | +8.7% |
| SUN | SUNOCO LP/SUNOCO FIN CORP COM UT REP LPstock | $323,590 | +10.6% | 10,163 | 0.0% | 0.05% | -7.5% | |
| Buy | NEW ORIENTAL ED & TECHNOLOGY G SPON ADRadr | $324,100 | +1103.0% | 23,150 | +15865.5% | 0.05% | +880.0% | |
| HDV | Sell | ISHARES CORE HIGH DIVIDEND ETFetf | $322,542 | +7.7% | 3,399 | -0.5% | 0.05% | -9.3% |
| ABC | Sell | CENCORA INC COMstock | $315,247 | +19.6% | 2,670 | -1.0% | 0.05% | +2.1% |
| FFIV | Buy | F5 INC COMstock | $311,887 | +88.6% | 1,495 | +59.0% | 0.05% | +60.0% |
| WFC | Sell | WELLS FARGO CO NEW COMstock | $311,833 | +11.0% | 7,981 | -14.2% | 0.05% | -5.9% |
| CCMP | Buy | CMC MATERIALS INC COMstock | $317,338 | +30.7% | 1,795 | +11.8% | 0.05% | +9.1% |
| BSJM | Buy | INVESCO BULLETSHARES 2022 HIGH YIELD CORPORATE BOND ETFetf | $312,680 | +20.0% | 13,391 | +19.9% | 0.05% | +2.1% |
| EEMV | ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETFetf | $311,695 | +3.4% | 4,935 | 0.0% | 0.05% | -13.0% | |
| EBAY | EBAY INC. COMstock | $308,588 | +21.9% | 5,039 | 0.0% | 0.05% | +2.2% | |
| SONY | SONY GROUP CORP SPONSORED ADRadr | $304,779 | +4.9% | 2,875 | 0.0% | 0.05% | -11.5% | |
| WEC | WEC ENERGY GROUP INC COMstock | $299,301 | +1.7% | 3,198 | 0.0% | 0.05% | -13.2% | |
| CTVA | Sell | CORTEVA INC COMstock | $292,736 | +16.9% | 6,279 | -2.9% | 0.04% | 0.0% |
| CMG | Buy | CHIPOTLE MEXICAN GRILL INC COMstock | $292,689 | +257.7% | 206 | +249.2% | 0.04% | +200.0% |
| VFH | Sell | VANGUARD FINANCIALS ETFetf | $289,159 | -22.8% | 3,422 | -33.5% | 0.04% | -34.3% |
| CARR | Sell | CARRIER GLOBAL CORPORATION COMstock | $288,996 | +8.0% | 6,845 | -3.5% | 0.04% | -8.3% |
| EMN | Sell | EASTMAN CHEM CO COMstock | $284,770 | +4.7% | 2,586 | -4.6% | 0.04% | -12.2% |
| RIO | Buy | RIO TINTO PLC SPONSORED ADRadr | $279,540 | +643.3% | 3,600 | +620.0% | 0.04% | +514.3% |
| NVDA | Buy | NVIDIA CORPORATION COMstock | $283,517 | +64.0% | 531 | +60.4% | 0.04% | +38.7% |
| CLX | Buy | CLOROX CO DEL COMstock | $276,976 | -3.9% | 1,436 | +0.6% | 0.04% | -19.2% |
| CPK | Buy | CHESAPEAKE UTILS CORP COMstock | $273,368 | +40.4% | 2,355 | +30.9% | 0.04% | +20.0% |
| GDX | VANECK GOLD MINERS ETFetf | $271,375 | -9.8% | 8,350 | 0.0% | 0.04% | -24.1% | |
| HWCC | HOUSTON WIRE & CABLE CO COMstock | $266,220 | +87.1% | 51,000 | 0.0% | 0.04% | +57.7% | |
| SQ | Buy | BLOCK INC CL Astock | $266,103 | +171.7% | 1,172 | +160.4% | 0.04% | +127.8% |
| DLTR | Sell | DOLLAR TREE INC COMstock | $268,180 | -66.4% | 2,343 | -68.3% | 0.04% | -71.3% |
| CBRE | Buy | CBRE GROUP INC CL Astock | $262,250 | +90.9% | 3,315 | +51.4% | 0.04% | +60.0% |
| TQQQ | Buy | PROSHARES ULTRAPRO QQQetf | $265,567 | +99.3% | 2,910 | +297.0% | 0.04% | +66.7% |
| DVY | ISHARES SELECT DIVIDEND ETFetf | $265,439 | +18.6% | 2,326 | 0.0% | 0.04% | 0.0% | |
| CCK | CROWN HLDGS INC COMstock | $262,881 | -3.2% | 2,709 | 0.0% | 0.04% | -18.4% | |
| MTD | Buy | METTLER TOLEDO INTERNATIONAL COMstock | $265,809 | +22.8% | 230 | +21.1% | 0.04% | +2.6% |
| MU | MICRON TECHNOLOGY INC COMstock | $261,984 | +17.3% | 2,970 | 0.0% | 0.04% | 0.0% | |
| RDSB | Sell | SHELL PLC SPON ADR Badr | $253,501 | +5.0% | 6,883 | -4.2% | 0.04% | -9.3% |
| EL | Buy | LAUDER ESTEE COS INC CL Astock | $250,717 | +93.0% | 862 | +76.6% | 0.04% | +65.2% |
| PSA | PUBLIC STORAGE COMreit | $246,760 | +6.9% | 1,000 | 0.0% | 0.04% | -9.5% | |
| HEI | Sell | HEICO CORP NEW COMstock | $246,442 | -9.9% | 1,959 | -5.2% | 0.04% | -22.4% |
| BR | BROADRIDGE FINL SOLUTIONS INC COMstock | $252,615 | -0.1% | 1,650 | 0.0% | 0.04% | -15.6% | |
| YUM | YUM BRANDS INC COMstock | $240,484 | -0.4% | 2,223 | 0.0% | 0.04% | -14.0% | |
| Buy | LIBERTY MEDIA CORP DEL COM LBTY ONE S Astock | $240,404 | +28.1% | 6,290 | +27.3% | 0.04% | +8.8% | |
| OC | Sell | OWENS CORNING NEW COMstock | $238,974 | +12.9% | 2,595 | -7.2% | 0.04% | -5.3% |
| LQD | ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETFetf | $234,220 | -5.8% | 1,801 | 0.0% | 0.04% | -20.0% | |
| EVRG | EVERGY INC COMstock | $238,120 | +7.2% | 4,000 | 0.0% | 0.04% | -10.0% | |
| BSJN | Buy | INVESCO BULLETSHARES 2023 HIGH YIELD CORPORATE BOND ETFetf | $231,343 | +13.6% | 9,144 | +14.0% | 0.04% | -5.4% |
| VAW | Buy | VANGUARD MATERIALS ETFetf | $229,159 | +5739.9% | 1,325 | +5200.0% | 0.04% | +3400.0% |
| TRV | TRAVELERS COMPANIES INC COMstock | $227,104 | +7.1% | 1,510 | 0.0% | 0.04% | -7.9% | |
| VNQI | Sell | VANGUARD GLOBAL EX-U.S. REAL ESTATE ETFetf | $226,684 | +1.4% | 4,065 | -1.3% | 0.04% | -12.5% |
| KR | Sell | KROGER CO COMstock | $228,537 | +2.1% | 6,350 | -9.9% | 0.04% | -12.5% |
| TDOC | Sell | TELADOC HEALTH INC COMstock | $228,096 | -11.3% | 1,255 | -2.4% | 0.04% | -23.9% |
| CMI | CUMMINS INC COMstock | $220,244 | +14.1% | 850 | 0.0% | 0.03% | -2.9% | |
| BSJP | Buy | INVESCO BULLETSHARES 2025 HIGH YIELD CORPORATE BOND ETFetf | $224,559 | +12.7% | 9,147 | +12.5% | 0.03% | -5.6% |
| NUE | Sell | NUCOR CORP COMstock | $221,304 | +43.1% | 2,757 | -5.2% | 0.03% | +21.4% |
| BSJO | Buy | INVESCO BULLETSHARES 2024 HIGH YIELD CORPORATE BOND ETFetf | $224,770 | +11.1% | 8,998 | +10.8% | 0.03% | -5.6% |
| DEO | Sell | DIAGEO PLC SPON ADR NEWadr | $215,608 | -0.4% | 1,313 | -3.7% | 0.03% | -15.4% |
| BSCL | Sell | INVESCO BULLETSHARES 2021 CORP BD ETFetf | $219,752 | -94.3% | 10,400 | -94.3% | 0.03% | -95.2% |
| MLM | MARTIN MARIETTA MATLS INC COMstock | $217,947 | +18.3% | 649 | 0.0% | 0.03% | 0.0% | |
| PRU | Sell | PRUDENTIAL FINL INC COMstock | $215,360 | -8.2% | 2,364 | -21.3% | 0.03% | -21.4% |
| BSJR | Buy | INVESCO BULLETSHARES 2027 HIGH YIELD CORPORATE BOND ETFetf | $214,512 | +11.3% | 8,452 | +12.3% | 0.03% | -5.7% |
| BSJQ | Buy | INVESCO BULLETSHARES 2026 HIGH YIELD CORP BOND ETFetf | $214,214 | +5.5% | 8,371 | +5.5% | 0.03% | -10.8% |
| XLP | CONSUMER STAPLES SELECT SECTOR SPDR FUNDetf | $218,797 | +1.3% | 3,203 | 0.0% | 0.03% | -15.4% | |
| STX | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHSstock | $207,225 | +23.5% | 2,700 | 0.0% | 0.03% | +6.7% | |
| ZBH | Sell | ZIMMER BIOMET HOLDINGS INC COMstock | $207,784 | -3.5% | 1,298 | -7.2% | 0.03% | -17.9% |
| HOLX | HOLOGIC INC COMstock | $211,983 | +2.1% | 2,850 | 0.0% | 0.03% | -13.5% | |
| SPSM | SPDR PORTFOLIO S&P 600 SMALL CAP ETFetf | $211,350 | +18.1% | 5,000 | 0.0% | 0.03% | 0.0% | |
| New | LIBERTY GLOBAL LTD COM CL Astock | $208,872 | – | 8,140 | +100.0% | 0.03% | – | |
| SHOP | Buy | SHOPIFY INC CL Astock | $212,448 | +393.9% | 192 | +405.3% | 0.03% | +300.0% |
| SPDR GOLD MINISHARES TRUSTetf | $202,674 | -10.2% | 11,922 | 0.0% | 0.03% | -24.4% | ||
| DD | Sell | DUPONT DE NEMOURS INC COMstock | $206,492 | -22.6% | 2,672 | -28.8% | 0.03% | -35.4% |
| PSX | Sell | PHILLIPS 66 COMstock | $201,567 | -4.5% | 2,472 | -18.1% | 0.03% | -18.4% |
| FWRD | FORWARD AIR CORP COMstock | $204,263 | +15.6% | 2,300 | 0.0% | 0.03% | -3.1% | |
| URI | UNITED RENTALS INC COMstock | $200,879 | +42.0% | 610 | 0.0% | 0.03% | +24.0% | |
| SYY | SYSCO CORP COMstock | $204,724 | +6.0% | 2,600 | 0.0% | 0.03% | -11.4% | |
| XLE | ENERGY SELECT SECTOR SPDR FUNDetf | $194,278 | +29.4% | 3,960 | 0.0% | 0.03% | +11.1% | |
| AB | Buy | ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTNstock | $199,510 | +39.2% | 4,989 | +17.6% | 0.03% | +15.4% |
| OTIS | Sell | OTIS WORLDWIDE CORP COMstock | $193,987 | -2.9% | 2,834 | -4.2% | 0.03% | -16.7% |
| IJS | New | ISHARES S&P SMALL-CAP 600 VALUE ETFetf | $195,637 | – | 1,942 | +100.0% | 0.03% | – |
| BTI | Sell | BRITISH AMERN TOB PLC SPONSORED ADRadr | $196,334 | -4.9% | 5,068 | -8.0% | 0.03% | -18.9% |
| FAST | Buy | FASTENAL CO COMstock | $196,846 | +235.9% | 3,915 | +226.2% | 0.03% | +172.7% |
| MS | Sell | MORGAN STANLEY COM NEWstock | $197,489 | +10.8% | 2,543 | -2.2% | 0.03% | -6.2% |
| WSM | WILLIAMS SONOMA INC COMstock | $187,264 | +76.0% | 1,045 | 0.0% | 0.03% | +52.6% | |
| FRA | Sell | BLACKROCK FLOATING RATE INCOME COMcef | $187,355 | -4.1% | 14,412 | -10.7% | 0.03% | -17.1% |
| CRWD | Buy | CROWDSTRIKE HLDGS INC CL Astock | $187,438 | -13.2% | 1,027 | +0.7% | 0.03% | -25.6% |
| FSS | New | FEDERAL SIGNAL CORP COMstock | $190,926 | – | 4,985 | +100.0% | 0.03% | – |
| IFF | New | INTERNATIONAL FLAVORS&FRAGRANC COMstock | $191,964 | – | 1,375 | +100.0% | 0.03% | – |
| BWA | BORGWARNER INC COMstock | $192,394 | +20.0% | 4,150 | 0.0% | 0.03% | 0.0% | |
| XRAY | Sell | DENTSPLY SIRONA INC COMstock | $186,261 | +20.3% | 2,919 | -1.3% | 0.03% | 0.0% |
| MDU | Buy | MDU RES GROUP INC COMstock | $183,338 | +1640.1% | 5,800 | +1350.0% | 0.03% | +1300.0% |
| LULU | Buy | LULULEMON ATHLETICA INC COMstock | $186,173 | +130.6% | 607 | +161.6% | 0.03% | +86.7% |
| IWN | Buy | ISHARES RUSSELL 2000 VALUE ETFetf | $176,055 | +33.2% | 1,104 | +10.1% | 0.03% | +12.5% |
| BIP | BROOKFIELD INFRAST PARTNERS LP LP INT UNITstock | $178,388 | +7.8% | 3,350 | 0.0% | 0.03% | -10.0% | |
| DAR | DARLING INGREDIENTS INC COMstock | $177,549 | +27.6% | 2,413 | 0.0% | 0.03% | +8.0% | |
| TTI | Buy | TETRA TECHNOLOGIES INC DEL COMstock | $180,000 | +248.2% | 75,000 | +25.0% | 0.03% | +200.0% |
| VTRS | Sell | VIATRIS INC COMstock | $172,543 | -40.3% | 12,351 | -19.9% | 0.03% | -50.0% |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETFetf | $173,127 | +1.1% | 1,334 | 0.0% | 0.03% | -16.1% | |
| SCHO | SCHWAB SHORT-TERM US TREASURY ETFetf | $168,810 | -0.2% | 3,290 | 0.0% | 0.03% | -13.3% | |
| HPE | HEWLETT PACKARD ENTERPRISE CO COMstock | $169,677 | +32.8% | 10,780 | 0.0% | 0.03% | +13.0% | |
| PDCO | Buy | PATTERSON COS INC COMstock | $164,447 | +60.9% | 5,147 | +49.2% | 0.02% | +38.9% |
| LNC | LINCOLN NATL CORP IND COMstock | $161,591 | +23.8% | 2,595 | 0.0% | 0.02% | +8.7% | |
| ED | Sell | CONSOLIDATED EDISON INC COMstock | $164,560 | -21.5% | 2,200 | -24.1% | 0.02% | -34.2% |
| MOO | VANECK AGRIBUSINESS ETFetf | $157,352 | +12.6% | 1,794 | 0.0% | 0.02% | -4.0% | |
| AAP | ADVANCE AUTO PARTS INC COMstock | $155,049 | +16.5% | 845 | 0.0% | 0.02% | 0.0% | |
| BRO | BROWN & BROWN INC COMstock | $159,071 | -3.6% | 3,480 | 0.0% | 0.02% | -20.0% | |
| JPS | Buy | NUVEEN PFD & INCOME SECS FD COMcef | $159,123 | +3.4% | 16,371 | +3.5% | 0.02% | -14.3% |
| HPQ | HP INC COMstock | $152,019 | +29.1% | 4,788 | 0.0% | 0.02% | +9.5% | |
| BRKS | Buy | AZENTA INC COMstock | $148,195 | +336.8% | 1,815 | +263.0% | 0.02% | +283.3% |
| SCHW | SCHWAB CHARLES CORP COMstock | $149,262 | +22.9% | 2,290 | 0.0% | 0.02% | +4.5% | |
| SCHV | Sell | SCHWAB U.S. LARGE-CAP VALUE ETFetf | $152,601 | +7.6% | 2,338 | -1.8% | 0.02% | -11.5% |
| FNB | F N B CORP COMstock | $152,400 | +33.7% | 12,000 | 0.0% | 0.02% | +9.5% | |
| FTK | Sell | FLOTEK INDS INC DEL COM NEWstock | $149,009 | -31.9% | 88,696 | -14.5% | 0.02% | -41.0% |
| CAH | Sell | CARDINAL HEALTH INC COMstock | $150,258 | +9.7% | 2,473 | -3.3% | 0.02% | -8.0% |
| SPLV | INVESCO S&P 500 LOW VOLATILITY ETFetf | $153,458 | +3.4% | 2,639 | 0.0% | 0.02% | -14.8% | |
| IPGP | Buy | IPG PHOTONICS CORP COMstock | $142,385 | +382.0% | 675 | +411.4% | 0.02% | +340.0% |
| AUDC | Buy | AUDIOCODES LTD ORDstock | $141,429 | +34.7% | 5,242 | +37.5% | 0.02% | +15.8% |
| IWS | ISHARES RUSSELL MID-CAP VALUE ETFetf | $142,637 | +12.7% | 1,305 | 0.0% | 0.02% | -4.3% | |
| PGR | Buy | PROGRESSIVE CORP COMstock | $141,503 | +377.0% | 1,480 | +393.3% | 0.02% | +340.0% |
| AMT | Sell | AMERICAN TOWER CORP NEW COMreit | $146,544 | +2.3% | 613 | -3.9% | 0.02% | -15.4% |
| ETN | Sell | EATON CORP PLC SHSstock | $143,811 | +9.8% | 1,040 | -4.6% | 0.02% | -8.3% |
| RMD | Buy | RESMED INC COMstock | $142,605 | +347.3% | 735 | +390.0% | 0.02% | +266.7% |
| UBER | New | UBER TECHNOLOGIES INC COMstock | $142,489 | – | 2,614 | +100.0% | 0.02% | – |
| VRTX | Buy | VERTEX PHARMACEUTICALS INC COMstock | $147,200 | +289.3% | 685 | +328.1% | 0.02% | +214.3% |
| TNL | New | TRAVEL PLUS LEISURE CO COMstock | $140,668 | – | 2,300 | +100.0% | 0.02% | – |
| SMDV | Buy | PROSHARES RUSSELL 2000 DIVIDEND GROWERS ETFetf | $135,933 | +24.5% | 2,078 | +9.3% | 0.02% | +5.0% |
| SNAP | Buy | SNAP INC CL Astock | $138,935 | +2647.4% | 2,657 | +2530.7% | 0.02% | +2000.0% |
| VMC | VULCAN MATLS CO COMstock | $136,856 | +13.8% | 811 | 0.0% | 0.02% | -4.5% | |
| NWSA | NEWS CORP NEW CL Astock | $140,679 | +41.5% | 5,532 | 0.0% | 0.02% | +16.7% | |
| KSU | New | KANSAS CITY SOUTHERN COM NEWstock | $138,558 | – | 525 | +100.0% | 0.02% | – |
| GIS | Sell | GENERAL MLS INC COMstock | $139,687 | +3.2% | 2,278 | -1.0% | 0.02% | -12.5% |
| IEFA | Sell | ISHARES CORE MSCI EAFE ETFetf | $129,186 | -3.8% | 1,793 | -7.7% | 0.02% | -16.7% |
| YUMC | YUM CHINA HLDGS INC COMstock | $130,084 | +3.7% | 2,197 | 0.0% | 0.02% | -13.0% | |
| ASML | Buy | ASML HOLDING N V N Y REGISTRY SHSadr | $130,880 | +1816.8% | 212 | +1414.3% | 0.02% | +1900.0% |
| EBS | Buy | EMERGENT BIOSOLUTIONS INC COMstock | $129,609 | +445.9% | 1,395 | +426.4% | 0.02% | +400.0% |
| XLF | Buy | FINANCIAL SELECT SECTOR SPDR FUNDetf | $128,717 | +16.5% | 3,780 | +0.8% | 0.02% | 0.0% |
| ALLE | Buy | ALLEGION PLC ORD SHSstock | $133,157 | +894.9% | 1,060 | +821.7% | 0.02% | +900.0% |
| USMV | Sell | ISHARES MSCI USA MIN VOL FACTOR ETFetf | $129,939 | -2.7% | 1,878 | -4.5% | 0.02% | -16.7% |
| EXR | Buy | EXTRA SPACE STORAGE INC COMreit | $125,923 | +443.4% | 950 | +375.0% | 0.02% | +375.0% |
| MKC | Sell | MCCORMICK & CO INC COM NON VTGstock | $124,735 | -10.8% | 1,399 | -4.3% | 0.02% | -24.0% |
| CSWI | Buy | CSW INDUSTRIALS INC COMstock | $123,525 | +1003.8% | 915 | +815.0% | 0.02% | +850.0% |
| IEMG | Sell | ISHARES CORE MSCI EMERGING MARKETS ETFetf | $122,408 | +3.3% | 1,902 | -0.4% | 0.02% | -9.5% |
| PH | Buy | PARKER-HANNIFIN CORP COMstock | $122,387 | +21.4% | 388 | +4.9% | 0.02% | +5.6% |
| AVGO | Buy | BROADCOM INC COMstock | $125,652 | +322.0% | 271 | +298.5% | 0.02% | +280.0% |
| PLD | Buy | PROLOGIS INC. COMreit | $127,200 | +1176.3% | 1,200 | +1100.0% | 0.02% | +850.0% |
| ENFR | Sell | ALERIAN ENERGY INFRASTRUCTURE ETFetf | $125,060 | +14.0% | 7,248 | -3.2% | 0.02% | -5.0% |
| IBB | Buy | ISHARES BIOTECHNOLOGY ETFetf | $123,459 | +94.0% | 820 | +95.2% | 0.02% | +72.7% |
| COF | CAPITAL ONE FINL CORP COMstock | $116,924 | +28.7% | 919 | 0.0% | 0.02% | +12.5% | |
| ETX | EATON VANCE MUN INCOME 2028 TE SHScef | $120,285 | -6.6% | 5,500 | 0.0% | 0.02% | -21.7% | |
| VOX | VANGUARD COMMUNICATION SERVICES ETFetf | $118,439 | +8.2% | 911 | 0.0% | 0.02% | -10.0% | |
| WRK | Buy | WESTROCK CO COMstock | $120,115 | +19.6% | 2,308 | +0.0% | 0.02% | 0.0% |
| TDS | New | TELEPHONE & DATA SYS INC COM NEWstock | $121,229 | – | 5,280 | +100.0% | 0.02% | – |
| VIAC | Sell | PARAMOUNT GLOBAL CLASS B COMstock | $117,801 | -33.1% | 2,612 | -44.8% | 0.02% | -43.8% |
| NOW | Buy | SERVICENOW INC COMstock | $120,527 | +337.9% | 241 | +382.0% | 0.02% | +260.0% |
| SECT | Buy | MAIN SECTOR ROTATION ETFetf | $121,201 | +16.5% | 3,167 | +6.7% | 0.02% | -5.3% |
| Buy | DRAFTKINGS INC NEW COM CL Astock | $112,602 | +135.7% | 1,836 | +78.9% | 0.02% | +88.9% | |
| MPC | Sell | MARATHON PETE CORP COMstock | $110,189 | -63.1% | 2,060 | -71.4% | 0.02% | -68.5% |
| PNR | Sell | PENTAIR PLC SHSstock | $110,244 | +14.2% | 1,769 | -2.7% | 0.02% | 0.0% |
| IDV | Sell | ISHARES INTERNATIONAL SELECT DIVIDEND ETFetf | $110,841 | -1.6% | 3,521 | -7.9% | 0.02% | -15.0% |
| PNFP | PINNACLE FINL PARTNERS INC COMstock | $108,077 | +37.7% | 1,219 | 0.0% | 0.02% | +14.3% | |
| CDK | CDK GLOBAL INC COMstock | $105,795 | +4.3% | 1,957 | 0.0% | 0.02% | -11.1% | |
| GLOBAL X SUPERDIVIDEND ETFetf | $103,041 | +8.3% | 7,413 | 0.0% | 0.02% | -5.9% | ||
| IVV | ISHARES CORE S&P 500 ETFetf | $107,411 | +6.0% | 270 | 0.0% | 0.02% | -11.1% | |
| EEM | ISHARES MSCI EMERGING MARKETS ETFetf | $106,615 | +3.2% | 1,999 | 0.0% | 0.02% | -15.8% | |
| MMP | MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LPstock | $107,750 | +2.2% | 2,485 | 0.0% | 0.02% | -15.8% | |
| VSS | Buy | VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETFetf | $105,905 | +334.6% | 825 | +312.5% | 0.02% | +300.0% |
| LINDE PLC SHSstock | $105,053 | +6.3% | 375 | 0.0% | 0.02% | -11.1% | ||
| ARE | New | ALEXANDRIA REAL ESTATE EQ INC COMreit | $98,580 | – | 600 | +100.0% | 0.02% | – |
| VTV | Buy | VANGUARD VALUE ETFetf | $98,772 | +50.7% | 751 | +36.3% | 0.02% | +25.0% |
| IBDD | Buy | ISHARES IBONDS MAR 2023 TERM CORPORATE ETFetf | $101,341 | -0.4% | 3,731 | +0.0% | 0.02% | -16.7% |
| XYL | XYLEM INC COMstock | $99,605 | +3.3% | 947 | 0.0% | 0.02% | -11.8% | |
| HR | New | HEALTHCARE RLTY TR COMreit | $90,991 | – | 3,001 | +100.0% | 0.01% | – |
| XLV | HEALTH CARE SELECT SECTOR SPDR FUNDetf | $88,839 | +2.9% | 761 | 0.0% | 0.01% | -12.5% | |
| POOL | Sell | POOL CORP COMstock | $92,524 | -21.9% | 268 | -15.7% | 0.01% | -33.3% |
| INFY | INFOSYS LTD SPONSORED ADRadr | $94,536 | +10.4% | 5,050 | 0.0% | 0.01% | -6.7% | |
| ARCC | New | ARES CAPITAL CORP COMcef | $93,550 | – | 5,000 | +100.0% | 0.01% | – |
| IXC | ISHARES GLOBAL ENERGY ETFetf | $92,352 | +21.4% | 3,747 | 0.0% | 0.01% | 0.0% | |
| SJI | SOUTH JERSEY INDS INC COMstock | $94,836 | +4.8% | 4,200 | 0.0% | 0.01% | -12.5% | |
| TDY | New | TELEDYNE TECHNOLOGIES INC COMstock | $93,071 | – | 225 | +100.0% | 0.01% | – |
| MQY | BLACKROCK MUNIYILD QULT FD INC COMcef | $82,358 | -3.7% | 5,183 | 0.0% | 0.01% | -13.3% | |
| CGW | INVESCO S&P GLOBAL WATER INDEX ETFetf | $85,258 | +5.0% | 1,735 | 0.0% | 0.01% | -13.3% | |
| NVG | NUVEEN AMT FREE MUN CR INC FD COMcef | $86,528 | +0.7% | 5,120 | 0.0% | 0.01% | -13.3% | |
| TMUS | New | T-MOBILE US INC COMstock | $84,320 | – | 673 | +100.0% | 0.01% | – |
| XLY | CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUNDetf | $82,859 | +4.5% | 493 | 0.0% | 0.01% | -7.1% | |
| FIVG | Buy | DEFIANCE NEXT GEN CONNECTIVITY ETFetf | $86,969 | +19.3% | 2,470 | +13.8% | 0.01% | 0.0% |
| DGRO | ISHARES CORE DIVIDEND GROWTH ETFetf | $81,490 | +7.7% | 1,688 | 0.0% | 0.01% | -14.3% | |
| AVY | AVERY DENNISON CORP COMstock | $78,051 | +18.4% | 425 | 0.0% | 0.01% | 0.0% | |
| GLD | Buy | SPDR GOLD SHARESetf | $78,060 | -6.3% | 488 | +4.5% | 0.01% | -20.0% |
| Sell | GSK PLC SPONSORED ADRadr | $77,682 | -59.8% | 2,177 | -58.6% | 0.01% | -65.7% | |
| DLR | Buy | DIGITAL RLTY TR INC COMreit | $76,617 | +1148.2% | 544 | +1136.4% | 0.01% | +1100.0% |
| EFV | ISHARES MSCI EAFE VALUE ETFetf | $79,972 | +8.0% | 1,569 | 0.0% | 0.01% | -7.7% | |
| UBSI | UNITED BANKSHARES INC WEST VA COMstock | $77,160 | +19.1% | 2,000 | 0.0% | 0.01% | 0.0% | |
| USFD | US FOODS HLDG CORP COMstock | $79,099 | +14.4% | 2,075 | 0.0% | 0.01% | 0.0% | |
| MNST | Buy | MONSTER BEVERAGE CORP NEW COMstock | $79,522 | +1.6% | 873 | +3.2% | 0.01% | -14.3% |
| AMD | New | ADVANCED MICRO DEVICES INC COMstock | $76,852 | – | 979 | +100.0% | 0.01% | – |
| HSY | HERSHEY CO COMstock | $81,927 | +3.8% | 518 | 0.0% | 0.01% | -14.3% | |
| Buy | ATLANTA BRAVES HLDGS INC COM SER Astock | $80,797 | +81513.1% | 2,834 | +70750.0% | 0.01% | – | |
| SRCL | STERICYCLE INC COMstock | $73,721 | -2.6% | 1,092 | 0.0% | 0.01% | -21.4% | |
| SLB | Sell | SCHLUMBERGER LTD COM STKstock | $69,045 | +24.3% | 2,539 | -0.2% | 0.01% | +10.0% |
| CNC | Buy | CENTENE CORP DEL COMstock | $70,684 | +23.2% | 1,106 | +15.7% | 0.01% | +10.0% |
| PPL | PPL CORP COMstock | $70,571 | +2.3% | 2,447 | 0.0% | 0.01% | -8.3% | |
| QUAL | ISHARES MSCI USA QUALITY FACTOR ETFetf | $69,780 | +4.8% | 573 | 0.0% | 0.01% | -8.3% | |
| VLO | VALERO ENERGY CORP COMstock | $69,166 | +26.6% | 966 | 0.0% | 0.01% | +10.0% | |
| CG | CARLYLE GROUP INC COMstock | $73,520 | +16.9% | 2,000 | 0.0% | 0.01% | 0.0% | |
| NDAQ | NASDAQ INC COMstock | $73,730 | +11.1% | 500 | 0.0% | 0.01% | -8.3% | |
| GPC | GENUINE PARTS CO COMstock | $63,575 | +15.1% | 550 | 0.0% | 0.01% | 0.0% | |
| QTRX | Sell | QUANTERIX CORP COMstock | $63,031 | +25.0% | 1,078 | -0.6% | 0.01% | +11.1% |
| IQV | IQVIA HLDGS INC COMstock | $67,599 | +7.8% | 350 | 0.0% | 0.01% | -9.1% | |
| FE | Buy | FIRSTENERGY CORP COMstock | $67,372 | +34.4% | 1,942 | +18.6% | 0.01% | +11.1% |
| RDIV | Sell | INVESCO S&P ULTRA DIVIDEND REVENUE ETFetf | $66,608 | +2.4% | 1,674 | -13.0% | 0.01% | -16.7% |
| IGSB | ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFetf | $67,694 | -0.9% | 1,238 | 0.0% | 0.01% | -16.7% | |
| FUL | Sell | FULLER H B CO COMstock | $62,910 | -16.4% | 1,000 | -31.0% | 0.01% | -28.6% |
| MXIM | MAXIM INTEGRATED PRODS INC COMstock | $68,528 | +3.1% | 750 | 0.0% | 0.01% | -16.7% | |
| VTR | Sell | VENTAS INC COMreit | $64,008 | -10.0% | 1,200 | -17.2% | 0.01% | -23.1% |
| HRL | HORMEL FOODS CORP COMstock | $65,459 | +2.5% | 1,370 | 0.0% | 0.01% | -9.1% | |
| ARNC | Buy | ARCONIC CORPORATION COMstock | $63,043 | +75.1% | 2,483 | +105.5% | 0.01% | +66.7% |
| HPF | Sell | HANCOCK JOHN PFD INCOME FD II COMcef | $66,144 | +5.0% | 3,180 | -4.1% | 0.01% | -9.1% |
| BFB | Sell | BROWN FORMAN CORP CL Bstock | $67,246 | -16.2% | 975 | -3.5% | 0.01% | -28.6% |
| XLI | INDUSTRIAL SELECT SECTOR SPDR FUNDetf | $67,044 | +11.2% | 681 | 0.0% | 0.01% | -9.1% | |
| FHLC | Buy | FIDELITY MSCI HEALTH CARE INDEX ETFetf | $56,425 | +18.1% | 957 | +15.7% | 0.01% | 0.0% |
| SNY | SANOFI SPONSORED ADRadr | $59,352 | +1.8% | 1,200 | 0.0% | 0.01% | -10.0% | |
| MSI | Sell | MOTOROLA SOLUTIONS INC COM NEWstock | $59,048 | +0.9% | 314 | -8.7% | 0.01% | -18.2% |
| XLK | TECHNOLOGY SELECT SECTOR SPDR FUNDetf | $58,171 | +2.1% | 438 | 0.0% | 0.01% | -10.0% | |
| RF | REGIONS FINANCIAL CORP NEW COMstock | $61,856 | +28.2% | 2,994 | 0.0% | 0.01% | 0.0% | |
| PNC | Sell | PNC FINL SVCS GROUP INC COMstock | $55,956 | +5.2% | 319 | -10.6% | 0.01% | -10.0% |
| BEN | Sell | FRANKLIN RESOURCES INC COMstock | $61,124 | -70.5% | 2,065 | -75.1% | 0.01% | -75.7% |
| EIX | EDISON INTL COMstock | $58,600 | -6.7% | 1,000 | 0.0% | 0.01% | -18.2% | |
| TKR | TIMKEN CO COMstock | $58,605 | +4.9% | 722 | 0.0% | 0.01% | -10.0% | |
| IEX | IDEX CORP COMstock | $55,888 | +5.1% | 267 | 0.0% | 0.01% | -10.0% | |
| EDIV | SPDR S&P EMERGING MARKETS DIVIDEND ETFetf | $55,894 | +8.1% | 1,862 | 0.0% | 0.01% | 0.0% | |
| XLU | UTILITIES SELECT SECTOR SPDR FUNDetf | $58,725 | +2.1% | 917 | 0.0% | 0.01% | -10.0% | |
| EFG | ISHARES MSCI EAFE GROWTH ETFetf | $56,559 | -0.4% | 563 | 0.0% | 0.01% | -10.0% | |
| DY | Sell | DYCOM INDS INC COMstock | $49,675 | -25.7% | 535 | -39.5% | 0.01% | -33.3% |
| IWB | ISHARES RUSSELL 1000 ETFetf | $55,286 | +5.7% | 247 | 0.0% | 0.01% | -11.1% | |
| CRMT | AMERICAS CAR-MART INC COMstock | $50,739 | +38.7% | 333 | 0.0% | 0.01% | +14.3% | |
| MYI | BLACKROCK MUNIYIELD QUALITY FD COMcef | $55,614 | -1.3% | 3,900 | 0.0% | 0.01% | -20.0% | |
| MAR | MARRIOTT INTL INC NEW CL Astock | $54,208 | +12.3% | 366 | 0.0% | 0.01% | -11.1% | |
| CME | CME GROUP INC COMstock | $50,649 | +12.2% | 248 | 0.0% | 0.01% | 0.0% | |
| TT | TRANE TECHNOLOGIES PLC SHSstock | $51,986 | +14.1% | 314 | 0.0% | 0.01% | 0.0% | |
| MCHP | MICROCHIP TECHNOLOGY INC. COMstock | $51,843 | +12.4% | 334 | 0.0% | 0.01% | 0.0% | |
| IGIB | ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETFetf | $50,346 | -4.1% | 850 | 0.0% | 0.01% | -11.1% | |
| MOTI | VANECK MORNINGSTAR INTERNATIONAL MOAT ETFetf | $52,962 | +6.3% | 1,480 | 0.0% | 0.01% | -11.1% | |
| New | AMC ENTMT HLDGS INC CL A NEWstock | $51,050 | – | 5,000 | +100.0% | 0.01% | – | |
| ALC | ALCON AG ORD SHSstock | $50,881 | +6.4% | 725 | 0.0% | 0.01% | -11.1% | |
| SCHC | Buy | SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETFetf | $53,611 | +18.7% | 1,360 | +13.3% | 0.01% | 0.0% |
| CC | Buy | CHEMOURS CO COMstock | $53,635 | +26.1% | 1,922 | +12.0% | 0.01% | 0.0% |
| AWR | AMER STATES WTR CO COMstock | $44,313 | -4.9% | 586 | 0.0% | 0.01% | -12.5% | |
| JXI | ISHARES GLOBAL UTILITIES ETFetf | $48,421 | +0.8% | 800 | 0.0% | 0.01% | -22.2% | |
| SHELL PLC SPON ADSadr | $48,620 | +11.6% | 1,240 | 0.0% | 0.01% | -12.5% | ||
| ROK | ROCKWELL AUTOMATION INC COMstock | $45,125 | +5.8% | 170 | 0.0% | 0.01% | -12.5% | |
| DES | Sell | WISDOMTREE U.S. SMALLCAP DIVIDEND FUNDetf | $43,828 | -3.5% | 1,407 | -17.6% | 0.01% | -12.5% |
| QQQJ | New | INVESCO NASDAQ NEXT GEN 100 ETFetf | $47,760 | – | 1,500 | +100.0% | 0.01% | – |
| WMB | Sell | WILLIAMS COS INC COMstock | $43,827 | +6.6% | 1,850 | -9.8% | 0.01% | 0.0% |
| VIACA | PARAMOUNT GLOBAL CLASS A COMstock | $42,830 | +24.7% | 908 | 0.0% | 0.01% | +16.7% | |
| LEA | Sell | LEAR CORP COM NEWstock | $45,313 | -5.0% | 250 | -16.7% | 0.01% | -22.2% |
| BP | BP PLC SPONSORED ADRadr | $44,707 | +18.7% | 1,836 | 0.0% | 0.01% | 0.0% | |
| BIZD | Sell | VANECK BDC INCOME ETFetf | $43,157 | -4.4% | 2,664 | -19.0% | 0.01% | -12.5% |
| GPI | GROUP 1 AUTOMOTIVE INC COMstock | $45,759 | +20.3% | 290 | 0.0% | 0.01% | 0.0% | |
| USB | Sell | US BANCORP DEL COM NEWstock | $44,248 | -40.6% | 800 | -50.0% | 0.01% | -46.2% |
| SWN | Buy | SOUTHWESTERN ENERGY CO COMstock | $45,393 | +187.8% | 9,762 | +84.4% | 0.01% | +133.3% |
| ACWI | ISHARES MSCI ACWI ETFetf | $43,959 | +4.9% | 462 | 0.0% | 0.01% | -12.5% | |
| SFST | SOUTHERN FIRST BANCSHARES COMstock | $46,880 | +32.6% | 1,000 | 0.0% | 0.01% | +16.7% | |
| FRPT | Sell | FRESHPET INC COMstock | $47,008 | +10.4% | 296 | -1.3% | 0.01% | -12.5% |
| MBB | ISHARES MBS ETFetf | $47,705 | -1.6% | 440 | 0.0% | 0.01% | -22.2% | |
| MDY | SPDR S&P MIDCAP 400 ETF TRUSTetf | $47,605 | +13.4% | 100 | 0.0% | 0.01% | -12.5% | |
| HLT | HILTON WORLDWIDE HLDGS INC COMstock | $37,727 | +8.7% | 312 | 0.0% | 0.01% | 0.0% | |
| CANADIAN PACIFIC KANSAS CITY COMstock | $37,929 | +9.4% | 100 | 0.0% | 0.01% | 0.0% | ||
| VTIP | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETFetf | $38,655 | +0.9% | 750 | 0.0% | 0.01% | -14.3% | |
| IDXX | IDEXX LABS INC COMstock | $41,591 | -2.1% | 85 | 0.0% | 0.01% | -25.0% | |
| TTD | THE TRADE DESK INC COM CL Astock | $38,448 | -18.6% | 59 | 0.0% | 0.01% | -33.3% | |
| BNDX | Sell | VANGUARD TOTAL INTERNATIONAL BOND ETFetf | $40,955 | -11.9% | 717 | -9.7% | 0.01% | -25.0% |
| GTO | Sell | INVESCO TOTAL RETURN BOND ETFetf | $38,430 | -24.8% | 686 | -22.6% | 0.01% | -33.3% |
| RHI | ROBERT HALF INC. COMstock | $39,035 | +25.0% | 500 | 0.0% | 0.01% | 0.0% | |
| SPG | SIMON PPTY GROUP INC NEW COMreit | $36,975 | +33.4% | 325 | 0.0% | 0.01% | +20.0% | |
| JKHY | HENRY JACK & ASSOC INC COMstock | $40,206 | -6.3% | 265 | 0.0% | 0.01% | -25.0% | |
| MAC | Buy | MACERICH CO COMreit | $41,769 | +52.3% | 3,570 | +38.9% | 0.01% | +20.0% |
| PEAK | HEALTHPEAK PROPERTIES INC COMreit | $41,262 | +5.0% | 1,300 | 0.0% | 0.01% | -14.3% | |
| PHG | Sell | KONINKLIJKE PHILIPS N V NY REGIS SHS NEWadr | $40,833 | -44.8% | 716 | -47.6% | 0.01% | -53.8% |
| MRO | Buy | MARATHON OIL CORP COMstock | $41,748 | +83.5% | 3,909 | +14.6% | 0.01% | +50.0% |
| PBW | INVESCO WILDERHILL CLEAN ENERGY ETFetf | $39,356 | -4.8% | 400 | 0.0% | 0.01% | -14.3% | |
| DVYE | Sell | ISHARES EMERGING MARKETS DIVIDEND ETFetf | $37,691 | -12.9% | 962 | -17.2% | 0.01% | -25.0% |
| IJR | Sell | ISHARES CORE S&P SMALL CAP ETFetf | $39,831 | +15.3% | 367 | -2.4% | 0.01% | 0.0% |
| ELS | Sell | EQUITY LIFESTYLE PPTYS INC COMreit | $40,030 | -6.0% | 629 | -6.4% | 0.01% | -25.0% |
| EQIX | Sell | EQUINIX INC COMreit | $41,455 | -34.8% | 61 | -31.5% | 0.01% | -45.5% |
| IWM | ISHARES RUSSELL 2000 ETFetf | $39,548 | +12.7% | 179 | 0.0% | 0.01% | 0.0% | |
| GQRE | FLEXSHARES GLOBAL QUALITY REAL ESTATE INDEX FUNDetf | $36,394 | +5.4% | 600 | 0.0% | 0.01% | 0.0% | |
| SPIB | SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETFetf | $40,636 | -2.5% | 1,121 | 0.0% | 0.01% | -14.3% | |
| HMC | HONDA MOTOR LTD ADR ECH CNV IN 3adr | $30,200 | +6.9% | 1,000 | 0.0% | 0.01% | 0.0% | |
| KHC | Sell | KRAFT HEINZ CO COMstock | $34,483 | +3.6% | 862 | -10.2% | 0.01% | -16.7% |
| ULTA | New | ULTA BEAUTY INC COMstock | $30,917 | – | 100 | +100.0% | 0.01% | – |
| SPEM | SPDR PORTFOLIO EMERGING MARKETS ETFetf | $35,024 | +3.8% | 800 | 0.0% | 0.01% | -16.7% | |
| IAU | ISHARES GOLD TRUSTetf | $31,528 | -10.3% | 1,939 | 0.0% | 0.01% | -16.7% | |
| MFC | MANULIFE FINL CORP COMstock | $30,896 | +20.7% | 1,437 | 0.0% | 0.01% | 0.0% | |
| AMH | New | AMERICAN HOMES 4 RENT CL Areit | $33,340 | – | 1,000 | +100.0% | 0.01% | – |
| SHYG | Sell | ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETFetf | $33,395 | -62.9% | 729 | -63.2% | 0.01% | -68.8% |
| AGG | Sell | ISHARES CORE U.S. AGGREGATE BOND ETFetf | $31,076 | -31.7% | 273 | -29.1% | 0.01% | -37.5% |
| PGHY | Sell | INVESCO GLOBAL EX-US HIGH YIELD CORPORATE BOND ETFetf | $33,372 | -25.2% | 1,510 | -24.9% | 0.01% | -37.5% |
| GILD | GILEAD SCIENCES INC COMstock | $34,642 | +10.9% | 536 | 0.0% | 0.01% | -16.7% | |
| UTHR | UNITED THERAPEUTICS CORP DEL COMstock | $30,109 | +10.2% | 180 | 0.0% | 0.01% | 0.0% | |
| MUA | BLACKROCK MUNIASSETS FD INC COMcef | $30,480 | +3.8% | 2,000 | 0.0% | 0.01% | 0.0% | |
| DIV | Sell | GLOBAL X SUPERDIVIDEND US ETFetf | $33,082 | -11.0% | 1,707 | -22.7% | 0.01% | -28.6% |
| DVYA | Sell | ISHARES ASIA/PACIFIC DIVIDEND ETFetf | $31,976 | -18.2% | 783 | -24.2% | 0.01% | -28.6% |
| JEF | Buy | JEFFERIES FINL GROUP INC COMstock | $33,411 | +35.8% | 1,110 | +11.0% | 0.01% | +25.0% |
| BIIB | BIOGEN INC COMstock | $30,773 | +14.2% | 110 | 0.0% | 0.01% | 0.0% | |
| SITE | Sell | SITEONE LANDSCAPE SUPPLY INC COMstock | $30,904 | +6.5% | 181 | -1.1% | 0.01% | 0.0% |
| DELL | Sell | DELL TECHNOLOGIES INC CL Cstock | $30,324 | +8.0% | 344 | -10.2% | 0.01% | 0.0% |
| MDYG | SPDR S&P 400 MID CAP GROWTH ETFetf | $31,997 | +8.3% | 426 | 0.0% | 0.01% | 0.0% | |
| PETS | PETMED EXPRESS INC COMstock | $35,175 | +9.7% | 1,000 | 0.0% | 0.01% | -16.7% | |
| SBCF | SEACOAST BKG CORP FLA COM NEWstock | $34,428 | +23.1% | 950 | 0.0% | 0.01% | 0.0% | |
| NET | Buy | CLOUDFLARE INC CL A COMstock | $24,521 | +29.1% | 349 | +39.6% | 0.00% | +33.3% |
| MSM | MSC INDL DIRECT INC CL Astock | $24,802 | +6.9% | 275 | 0.0% | 0.00% | 0.0% | |
| AN | Buy | AUTONATION INC COMstock | $23,212 | +80.8% | 249 | +35.3% | 0.00% | +100.0% |
| VPL | VANGUARD FTSE PACIFIC ETFetf | $24,498 | +2.6% | 300 | 0.0% | 0.00% | 0.0% | |
| MGA | MAGNA INTL INC COMstock | $26,412 | +24.4% | 300 | 0.0% | 0.00% | 0.0% | |
| IWV | ISHARES RUSSELL 3000 ETFetf | $28,468 | +6.1% | 120 | 0.0% | 0.00% | -20.0% | |
| VYMI | VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETFetf | $26,180 | +7.7% | 400 | 0.0% | 0.00% | 0.0% | |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETFetf | $29,532 | +4.2% | 471 | 0.0% | 0.00% | -20.0% | |
| HASI | HANNON ARMSTRONG SUST INFR CAP COMreit | $28,050 | -11.6% | 500 | 0.0% | 0.00% | -33.3% | |
| BBH | VANECK BIOTECH ETFetf | $27,193 | +3.4% | 155 | 0.0% | 0.00% | -20.0% | |
| BUD | Sell | ANHEUSER BUSCH INBEV SA/NV SPONSORED ADRadr | $28,283 | -37.8% | 450 | -30.8% | 0.00% | -50.0% |
| KKR | New | KKR & CO INC COMstock | $24,425 | – | 500 | +100.0% | 0.00% | – |
| PRG | Sell | PROG HOLDINGS INC COM NPVstock | $25,974 | -25.8% | 600 | -7.7% | 0.00% | -33.3% |
| NTAP | New | NETAPP INC COMstock | $29,068 | – | 400 | +100.0% | 0.00% | – |
| IVW | ISHARES S&P 500 GROWTH ETFetf | $23,179 | +2.0% | 356 | 0.0% | 0.00% | 0.0% | |
| AIG | AMERICAN INTL GROUP INC COM NEWstock | $26,016 | +22.1% | 563 | 0.0% | 0.00% | 0.0% | |
| RWJ | INVESCO S&P SMALLCAP 600 REVENUE ETFetf | $29,508 | +40.5% | 259 | 0.0% | 0.00% | 0.0% | |
| ELD | WISDOMTREE EMERGING MARKETS LOCAL DEBT FUNDetf | $23,439 | -8.0% | 732 | 0.0% | 0.00% | -20.0% | |
| DNP | Buy | DNP SELECT INCOME FD INC COMcef | $27,200 | +19.1% | 2,753 | +23.7% | 0.00% | 0.0% |
| DXC | DXC TECHNOLOGY CO COMstock | $23,132 | +21.4% | 740 | 0.0% | 0.00% | +33.3% | |
| ALNY | ALNYLAM PHARMACEUTICALS INC COMstock | $28,238 | +8.6% | 200 | 0.0% | 0.00% | -20.0% | |
| IWX | ISHARES RUSSELL TOP 200 VALUE ETFetf | $25,477 | +10.0% | 400 | 0.0% | 0.00% | 0.0% | |
| ROST | ROSS STORES INC COMstock | $28,179 | -2.4% | 235 | 0.0% | 0.00% | -20.0% | |
| RY | ROYAL BK CDA COMstock | $23,237 | +12.4% | 252 | 0.0% | 0.00% | 0.0% | |
| OPY | OPPENHEIMER HLDGS INC CL A NON VTGstock | $26,033 | +27.4% | 650 | 0.0% | 0.00% | 0.0% | |
| FEDERAL RLTY INVT TR NEW SH BEN INT NEWreit | $27,392 | +19.2% | 270 | 0.0% | 0.00% | 0.0% | ||
| DBX | New | DROPBOX INC CL Astock | $26,660 | – | 1,000 | +100.0% | 0.00% | – |
| FNX | FIRST TRUST MID CAP CORE ALPHADEX FUNDetf | $25,613 | +13.0% | 273 | 0.0% | 0.00% | 0.0% | |
| RPAY | REPAY HLDGS CORP COM CL Astock | $23,480 | -13.8% | 1,000 | 0.0% | 0.00% | -20.0% | |
| EMB | ISHARES JP MORGAN USD EMERGING MARKETS BOND ETFetf | $29,398 | -6.1% | 270 | 0.0% | 0.00% | -33.3% | |
| XLB | Buy | MATERIALS SELECT SECTOR SPDR FUNDetf | $24,822 | +246.3% | 315 | +218.2% | 0.00% | +300.0% |
| GAM | New | GENERAL AMERN INVS CO INC COMcef | $25,856 | – | 649 | +100.0% | 0.00% | – |
| PFF | ISHARES PREFERRED & INCOME SECURITIES ETFetf | $24,960 | -0.3% | 650 | 0.0% | 0.00% | -20.0% | |
| PEG | PUBLIC SVC ENTERPRISE GRP INC COMstock | $24,084 | +3.3% | 400 | 0.0% | 0.00% | 0.0% | |
| USIG | ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETFetf | $26,450 | -4.7% | 448 | 0.0% | 0.00% | -20.0% | |
| MUB | ISHARES NATIONAL MUNI BOND ETFetf | $27,504 | -1.0% | 237 | 0.0% | 0.00% | -20.0% | |
| KRE | SPDR S&P REGIONAL BANKING ETFetf | $26,536 | +27.7% | 400 | 0.0% | 0.00% | 0.0% | |
| VONV | VANGUARD RUSSELL 1000 VALUE ETFetf | $24,193 | +10.9% | 182 | 0.0% | 0.00% | 0.0% | |
| BHK | Sell | BLACKROCK CORE BD TR SHS BEN INTcef | $23,550 | -46.5% | 1,500 | -44.4% | 0.00% | -50.0% |
| GXC | SPDR S&P CHINA ETFetf | $19,644 | +0.6% | 150 | 0.0% | 0.00% | -25.0% | |
| ES | EVERSOURCE ENERGY COMstock | $21,301 | +0.1% | 246 | 0.0% | 0.00% | -25.0% | |
| UNFI | UNITED NAT FOODS INC COMstock | $18,117 | +106.2% | 550 | 0.0% | 0.00% | +50.0% | |
| BND | New | VANGUARD TOTAL BOND MARKET ETFetf | $19,062 | – | 225 | +100.0% | 0.00% | – |
| FV | FIRST TRUST DORSEY WRIGHT FOCUS 5 ETFetf | $18,079 | +10.3% | 405 | 0.0% | 0.00% | 0.0% | |
| AZN | Buy | ASTRAZENECA PLC SPONSORED ADRadr | $19,344 | +0.2% | 389 | +0.8% | 0.00% | 0.0% |
| AJRD | AEROJET ROCKETDYNE HLDGS INC COMstock | $18,784 | -11.1% | 400 | 0.0% | 0.00% | -25.0% | |
| WELL | WELLTOWER INC COMreit | $21,489 | +10.8% | 300 | 0.0% | 0.00% | 0.0% | |
| HST | HOST HOTELS & RESORTS INC COMreit | $16,850 | +15.2% | 1,000 | 0.0% | 0.00% | 0.0% | |
| PENN | New | PENN ENTERTAINMENT INC COMstock | $20,968 | – | 200 | +100.0% | 0.00% | – |
| EXC | New | EXELON CORP COMstock | $21,870 | – | 500 | +100.0% | 0.00% | – |
| PLUG | Buy | PLUG POWER INC COM NEWstock | $18,995 | +12.0% | 530 | +6.0% | 0.00% | 0.0% |
| FMX | Sell | FOMENTO ECONOMICO MEXICANO SAB SPON ADR UNITSadr | $17,703 | -6.5% | 235 | -6.0% | 0.00% | 0.0% |
| NXP | New | NUVEEN SELECT TAX-FREE INCOME SH BEN INTcef | $17,390 | – | 1,000 | +100.0% | 0.00% | – |
| JCOM | Buy | ZIFF DAVIS INC COMstock | $20,976 | +48.1% | 175 | +20.7% | 0.00% | 0.0% |
| VFC | V F CORP COMstock | $22,378 | -6.4% | 280 | 0.0% | 0.00% | -25.0% | |
| PDP | INVESCO DORSEY WRIGHT MOMENTUM ETFetf | $21,708 | -3.0% | 255 | 0.0% | 0.00% | -25.0% | |
| LUV | SOUTHWEST AIRLS CO COMstock | $17,707 | +31.0% | 290 | 0.0% | 0.00% | +50.0% | |
| PAA | PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTNstock | $19,938 | +10.4% | 2,191 | 0.0% | 0.00% | 0.0% | |
| AEE | AMEREN CORP COMstock | $17,435 | +4.2% | 214 | 0.0% | 0.00% | 0.0% | |
| CSOD | New | CORNERSTONE ONDEMAND INC COMstock | $17,432 | – | 400 | +100.0% | 0.00% | – |
| PFG | PRINCIPAL FINANCIAL GROUP INC COMstock | $21,825 | +20.9% | 364 | 0.0% | 0.00% | 0.0% | |
| VCYT | Sell | VERACYTE INC COMstock | $19,834 | +9.2% | 369 | -0.5% | 0.00% | 0.0% |
| COLD | AMERICOLD REALTY TRUST INC COMreit | $21,170 | +3.1% | 550 | 0.0% | 0.00% | -25.0% | |
| MIN | MFS INTER INCOME TR SH BEN INTcef | $18,600 | -2.4% | 5,000 | 0.0% | 0.00% | 0.0% | |
| VOE | VANGUARD MID-CAP VALUE ETFetf | $20,231 | +13.4% | 150 | 0.0% | 0.00% | 0.0% | |
| VDE | Sell | VANGUARD ENERGY ETFetf | $18,292 | +16.0% | 269 | -11.5% | 0.00% | 0.0% |
| VV | VANGUARD LARGE-CAP ETFetf | $18,530 | +5.4% | 100 | 0.0% | 0.00% | 0.0% | |
| CHD | CHURCH & DWIGHT CO INC COMstock | $16,597 | +0.1% | 190 | 0.0% | 0.00% | 0.0% | |
| ICF | ISHARES COHEN & STEERS REIT ETFetf | $21,390 | +7.3% | 370 | 0.0% | 0.00% | -25.0% | |
| SEIC | Sell | SEI INVTS CO COMstock | $16,756 | -55.1% | 275 | -57.7% | 0.00% | -57.1% |
| EAF | New | GRAFTECH INTL LTD COMstock | $12,230 | – | 1,000 | +100.0% | 0.00% | – |
| OEF | ISHARES S&P 100 ETFetf | $11,509 | +4.8% | 64 | 0.0% | 0.00% | 0.0% | |
| EWY | New | ISHARES MSCI SOUTH KOREA ETFetf | $15,698 | – | 175 | +100.0% | 0.00% | – |
| IWO | ISHARES RUSSELL 2000 GROWTH ETFetf | $12,030 | +4.9% | 40 | 0.0% | 0.00% | 0.0% | |
| IUSV | ISHARES CORE S&P US VALUE ETFetf | $12,402 | +10.8% | 180 | 0.0% | 0.00% | 0.0% | |
| IDU | ISHARES U.S. UTILITIES ETFetf | $15,912 | +2.5% | 200 | 0.0% | 0.00% | -33.3% | |
| IYM | ISHARES U.S. BASIC MATERIALS ETFetf | $13,185 | +10.7% | 105 | 0.0% | 0.00% | 0.0% | |
| EWT | New | ISHARES MSCI TAIWAN ETFetf | $15,290 | – | 255 | +100.0% | 0.00% | – |
| KLAC | KLA CORP COM NEWstock | $11,894 | +27.6% | 36 | 0.0% | 0.00% | 0.0% | |
| PEJ | New | INVESCO LEISURE AND ENTERTAINMENT ETFetf | $11,860 | – | 258 | +100.0% | 0.00% | – |
| OIA | Sell | INVESCO MUNI INCOME OPP TRST COMcef | $11,835 | -24.6% | 1,500 | -24.6% | 0.00% | -33.3% |
| IP | Sell | INTERNATIONAL PAPER CO COMstock | $16,329 | -27.3% | 302 | -33.2% | 0.00% | -50.0% |
| NSIT | INSIGHT ENTERPRISES INC COMstock | $14,313 | +25.4% | 150 | 0.0% | 0.00% | 0.0% | |
| IR | INGERSOLL RAND INC COMstock | $12,991 | +8.0% | 264 | 0.0% | 0.00% | 0.0% | |
| HWM | HOWMET AEROSPACE INC COMstock | $10,699 | +12.6% | 333 | 0.0% | 0.00% | 0.0% | |
| MFM | MFS MUN INCOME TR SH BEN INTcef | $13,299 | +2.1% | 1,950 | 0.0% | 0.00% | 0.0% | |
| HXL | Sell | HEXCEL CORP NEW COMstock | $12,600 | -48.0% | 225 | -55.0% | 0.00% | -50.0% |
| HAL | Sell | HALLIBURTON CO COMstock | $15,022 | -0.3% | 700 | -12.2% | 0.00% | -33.3% |
| MTEM | MOLECULAR TEMPLATES INC COM NEWstock | $10,273 | +34.4% | 814 | 0.0% | 0.00% | +100.0% | |
| LIT | Buy | GLOBAL X LITHIUM & BATTERY TECH ETFetf | $15,784 | +410.0% | 270 | +440.0% | 0.00% | +100.0% |
| PKG | PACKAGING CORP AMER COMstock | $11,700 | -2.5% | 87 | 0.0% | 0.00% | 0.0% | |
| PLMR | PALOMAR HLDGS INC COMstock | $10,257 | -24.5% | 153 | 0.0% | 0.00% | 0.0% | |
| RAIL | New | FREIGHTCAR AMER INC COMstock | $13,190 | – | 2,000 | +100.0% | 0.00% | – |
| FLAX | FRANKLIN FTSE ASIA EX JAPAN ETFetf | $11,326 | +4.4% | 393 | 0.0% | 0.00% | 0.0% | |
| FBHS | FORTUNE BRANDS INNOVATIONS INC COMstock | $11,978 | +11.8% | 125 | 0.0% | 0.00% | 0.0% | |
| FTV | FORTIVE CORP COMstock | $13,280 | -0.3% | 188 | 0.0% | 0.00% | 0.0% | |
| FLO | FLOWERS FOODS INC COMstock | $10,282 | +5.2% | 432 | 0.0% | 0.00% | 0.0% | |
| PROSHARES ULTRASHORT S&P500etf | $12,137 | -13.2% | 1,129 | 0.0% | 0.00% | -33.3% | ||
| PMO | PUTNAM MUN OPPORTUNITIES TR SH BEN INTcef | $13,400 | -2.1% | 1,000 | 0.0% | 0.00% | 0.0% | |
| QTS | QTS RLTY TR INC COM CL Areit | $15,510 | +0.3% | 250 | 0.0% | 0.00% | -33.3% | |
| QTWO | Q2 HLDGS INC COMstock | $13,627 | -20.8% | 136 | 0.0% | 0.00% | -33.3% | |
| RYN | Sell | RAYONIER INC COMreit | $15,803 | -91.3% | 490 | -92.1% | 0.00% | -93.9% |
| ROL | New | ROLLINS INC COMstock | $10,326 | – | 300 | +100.0% | 0.00% | – |
| FHN | FIRST HORIZON CORPORATION COMstock | $12,074 | +32.5% | 714 | 0.0% | 0.00% | 0.0% | |
| SDY | SPDR S&P DIVIDEND ETFetf | $11,803 | +11.4% | 100 | 0.0% | 0.00% | 0.0% | |
| SAP | SAP SE SPON ADRadr | $12,279 | -5.8% | 100 | 0.0% | 0.00% | 0.0% | |
| EXP | EAGLE MATLS INC COMstock | $10,081 | +32.6% | 75 | 0.0% | 0.00% | +100.0% | |
| FNDC | New | SCHWAB FUNDAMENTAL INTERNATIONAL SMALL CO. INDEX ETFetf | $11,238 | – | 300 | +100.0% | 0.00% | – |
| SCI | SERVICE CORP INTL COMstock | $15,315 | +4.0% | 300 | 0.0% | 0.00% | -33.3% | |
| DAL | DELTA AIR LINES INC DEL COM NEWstock | $10,380 | +20.1% | 215 | 0.0% | 0.00% | 0.0% | |
| SR | SPIRE INC COMstock | $14,778 | +15.4% | 200 | 0.0% | 0.00% | 0.0% | |
| TU | New | TELUS CORPORATION COMstock | $11,958 | – | 600 | +100.0% | 0.00% | – |
| TEN | Sell | TENNECO INC CL A VTG COM STKstock | $15,008 | -51.2% | 1,400 | -51.7% | 0.00% | -66.7% |
| BLD | TOPBUILD CORP COMstock | $11,519 | +13.8% | 55 | 0.0% | 0.00% | 0.0% | |
| BIPC | BROOKFIELD INFRASTRUCTURE CORP COM SB VTG SHS Astock | $12,677 | +5.6% | 166 | 0.0% | 0.00% | 0.0% | |
| VOOG | VANGUARD S&P 500 GROWTH ETFetf | $12,923 | +2.1% | 55 | 0.0% | 0.00% | 0.0% | |
| IVOV | VANGUARD S&P MID-CAP 400 VALUE ETFetf | $10,782 | +18.7% | 69 | 0.0% | 0.00% | 0.0% | |
| MYF | BLACKROCK MUNIYIELD INVT FD COMcef | $12,546 | -0.3% | 900 | 0.0% | 0.00% | 0.0% | |
| MQT | BLACKROCK MUNIYIELD QUALITY FD COMcef | $13,880 | -0.7% | 1,000 | 0.0% | 0.00% | -33.3% | |
| VGK | VANGUARD FTSE EUROPE ETFetf | $13,608 | +4.6% | 216 | 0.0% | 0.00% | 0.0% | |
| MYD | New | BLACKROCK MUNIYIELD FD INC COMcef | $14,350 | – | 1,000 | +100.0% | 0.00% | – |
| MVT | BLACKROCK MUNIVEST FD II INC COMcef | $11,070 | +0.7% | 740 | 0.0% | 0.00% | 0.0% | |
| MHD | New | BLACKROCK MUNIHOLDINGS FD INC COMcef | $11,840 | – | 740 | +100.0% | 0.00% | – |
| ADSK | AUTODESK INC COMstock | $13,858 | -9.2% | 50 | 0.0% | 0.00% | -33.3% | |
| AAWW | Sell | ATLAS AIR WORLDWIDE HLDGS INC COM NEWstock | $15,110 | -19.7% | 250 | -27.5% | 0.00% | -33.3% |
| AFT | APOLLO SR FLOATING RATE FD INC COMcef | $14,860 | +3.2% | 1,000 | 0.0% | 0.00% | -33.3% | |
| DTD | Buy | WISDOMTREE U.S. TOTAL DIVIDEND FUNDetf | $12,493 | +8.3% | 111 | +0.9% | 0.00% | 0.0% |
| NVT | Sell | NVENT ELECTRIC PLC SHSstock | $12,420 | +7.7% | 445 | -10.1% | 0.00% | 0.0% |
| CB | CHUBB LIMITED COMstock | $14,217 | +2.6% | 90 | 0.0% | 0.00% | 0.0% | |
| LOGI | New | LOGITECH INTL S A SHSstock | $10,450 | – | 100 | +100.0% | 0.00% | – |
| RCL | ROYAL CARIBBEAN GROUP COMstock | $10,273 | +14.6% | 120 | 0.0% | 0.00% | 0.0% | |
| DFS | DISCOVER FINL SVCS COMstock | $4,750 | +4.9% | 50 | 0.0% | 0.00% | 0.0% | |
| CIT | CIT GROUP INC COM NEWstock | $8,963 | +43.5% | 174 | 0.0% | 0.00% | 0.0% | |
| PPH | VANECK PHARMACEUTICAL ETFetf | $4,003 | +3.8% | 58 | 0.0% | 0.00% | 0.0% | |
| RUN | Sell | SUNRUN INC COMstock | $3,750 | -62.7% | 62 | -57.2% | 0.00% | -50.0% |
| HBI | Sell | HANESBRANDS INC COMstock | $3,934 | -32.5% | 200 | -50.0% | 0.00% | 0.0% |
| SYNA | New | SYNAPTICS INC COMstock | $5,417 | – | 40 | +100.0% | 0.00% | – |
| MELI | New | MERCADOLIBRE INC COMstock | $5,889 | – | 4 | +100.0% | 0.00% | – |
| HP | HELMERICH & PAYNE INC COMstock | $8,978 | +16.4% | 333 | 0.0% | 0.00% | 0.0% | |
| CAG | CONAGRA BRANDS INC COMstock | $5,640 | +3.7% | 150 | 0.0% | 0.00% | 0.0% | |
| MJ | ETFMG ALTERNATIVE HARVEST ETFMG ALTERNATIVE HARVESTetf | $3,664 | +59.6% | 160 | 0.0% | 0.00% | – | |
| QDF | FLEXSHARES QUALITY DIVIDEND INDEX FUNDetf | $4,584 | +7.8% | 86 | 0.0% | 0.00% | 0.0% | |
| PMX | PIMCO MUN INCOME FD III COMcef | $9,556 | +3.7% | 775 | 0.0% | 0.00% | -50.0% | |
| BSX | BOSTON SCIENTIFIC CORP COMstock | $9,663 | +7.5% | 250 | 0.0% | 0.00% | -50.0% | |
| MEC | Sell | MAYVILLE ENGR CO INC COMstock | $3,595 | +6.3% | 250 | -0.8% | 0.00% | 0.0% |
| TJX | TJX COS INC NEW COMstock | $6,417 | -3.1% | 97 | 0.0% | 0.00% | 0.0% | |
| JETS | New | U.S. GLOBAL JETS ETFetf | $9,419 | – | 350 | +100.0% | 0.00% | – |
| SHYF | New | SHYFT GROUP INC COMstock | $5,282 | – | 142 | +100.0% | 0.00% | – |
| SKT | Sell | TANGER INC COMreit | $6,652 | +1.2% | 440 | -33.3% | 0.00% | 0.0% |
| PBCT | PEOPLES UNITED FINANCIAL INC COMstock | $6,713 | +38.4% | 375 | 0.0% | 0.00% | 0.0% | |
| STAY | Sell | EXTENDED STAY AMER INC SHS 1 COM 1 CL Bstock | $4,093 | -97.8% | 207 | -98.4% | 0.00% | -97.1% |
| PYR | New | PYROGENESIS CDA INC COMstock | $6,770 | – | 1,000 | +100.0% | 0.00% | – |
| O | REALTY INCOME CORP COMreit | $4,890 | +2.2% | 77 | 0.0% | 0.00% | 0.0% | |
| MAG | Buy | MAG SILVER CORP COMstock | $5,434 | -9.3% | 362 | +24.0% | 0.00% | 0.0% |
| FIF | FIRST TR ENERGY INFRASTRCTR FD COMcef | $3,962 | +18.1% | 320 | 0.0% | 0.00% | 0.0% | |
| TRP | TC ENERGY CORP COMstock | $4,758 | +12.3% | 104 | 0.0% | 0.00% | 0.0% | |
| FSLY | FASTLY INC CL Astock | $3,364 | -23.0% | 50 | 0.0% | 0.00% | 0.0% | |
| PAG | PENSKE AUTOMOTIVE GRP INC COMstock | $4,012 | +35.1% | 50 | 0.0% | 0.00% | 0.0% | |
| MTB | M & T BK CORP COMstock | $7,581 | +19.1% | 50 | 0.0% | 0.00% | 0.0% | |
| EMO | New | CLEARBRIDGE ENERGY MIDSTRM OPP COMcef | $5,156 | – | 276 | +100.0% | 0.00% | – |
| RCII | New | UPBOUND GROUP INC COMstock | $5,305 | – | 92 | +100.0% | 0.00% | – |
| FPF | FIRST TR INTER DURATN PFD & IN COMcef | $8,981 | -0.4% | 375 | 0.0% | 0.00% | -50.0% | |
| RNG | New | RINGCENTRAL INC CL Astock | $4,170 | – | 14 | +100.0% | 0.00% | – |
| BLW | New | BLACKROCK LTD DURATION INCOME COM SHScef | $8,375 | – | 500 | +100.0% | 0.00% | – |
| HII | HUNTINGTON INGALLS INDS INC COMstock | $8,440 | +20.7% | 41 | 0.0% | 0.00% | 0.0% | |
| QYLD | New | GLOBAL X NASDAQ 100 COVERED CALL ETFetf | $4,514 | – | 200 | +100.0% | 0.00% | – |
| FANG | Sell | DIAMONDBACK ENERGY INC COMstock | $3,675 | +22.5% | 50 | -19.4% | 0.00% | 0.0% |
| BIG | Sell | BIG LOTS INC COMstock | $6,830 | -20.5% | 100 | -50.0% | 0.00% | -50.0% |
| EQH | EQUITABLE HLDGS INC COMstock | $9,786 | +27.5% | 300 | 0.0% | 0.00% | 0.0% | |
| FND | Sell | FLOOR & DECOR HLDGS INC CL Astock | $4,488 | +0.7% | 47 | -2.1% | 0.00% | 0.0% |
| CNK | CINEMARK HLDGS INC COMstock | $6,123 | +17.2% | 300 | 0.0% | 0.00% | 0.0% | |
| GOLD | Buy | BARRICK GOLD CORP COMstock | $6,217 | +25.2% | 314 | +44.0% | 0.00% | 0.0% |
| XBI | Buy | SPDR S&P BIOTECH ETFetf | $4,748 | +34.9% | 35 | +40.0% | 0.00% | 0.0% |
| NI | NISOURCE INC COMstock | $8,439 | +5.1% | 350 | 0.0% | 0.00% | 0.0% | |
| NUV | Buy | NUVEEN MUN VALUE FD INC COMcef | $6,728 | +0.8% | 604 | +0.5% | 0.00% | 0.0% |
| LIBERTY MEDIA CORP DEL COM LBTY SRM S Cstock | $3,529 | +1.4% | 80 | 0.0% | 0.00% | 0.0% | ||
| BKR | BAKER HUGHES COMPANY CL Astock | $4,322 | +3.6% | 200 | 0.0% | 0.00% | 0.0% | |
| DDOG | DATADOG INC CL A COMstock | $4,500 | -15.3% | 54 | 0.0% | 0.00% | 0.0% | |
| AZUL | Sell | AZUL S A SPONSR ADR PFDadr | $3,392 | -12.6% | 168 | -1.2% | 0.00% | 0.0% |
| SPX TECHNOLOGIES INC COMstock | $4,662 | +6.9% | 80 | 0.0% | 0.00% | 0.0% | ||
| BOTZ | GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETFetf | $8,086 | +0.0% | 244 | 0.0% | 0.00% | 0.0% | |
| PAYC | New | PAYCOM SOFTWARE INC COMstock | $7,401 | – | 20 | +100.0% | 0.00% | – |
| LEN | LENNAR CORP CL Astock | $5,568 | +32.8% | 55 | 0.0% | 0.00% | 0.0% | |
| LEG | LEGGETT & PLATT INC COMstock | $9,130 | +3.0% | 200 | 0.0% | 0.00% | -50.0% | |
| GM | Sell | GENERAL MTRS CO COMstock | $4,022 | -82.7% | 70 | -87.5% | 0.00% | -75.0% |
| PVH | New | PVH CORPORATION COMstock | $3,594 | – | 34 | +100.0% | 0.00% | – |
| TITN | New | TITAN MACHY INC COMstock | $5,202 | – | 204 | +100.0% | 0.00% | – |
| FL | New | FOOT LOCKER INC COMstock | $3,600 | – | 64 | +100.0% | 0.00% | – |
| TTE | TOTALENERGIES SE SPONSORED ADSadr | $6,981 | +11.0% | 150 | 0.0% | 0.00% | 0.0% | |
| VVI | VIAD CORP COMstock | $5,261 | +15.4% | 126 | 0.0% | 0.00% | 0.0% | |
| ADRE | INVESCO BLDRS EMERGING MARKETS 50 ADR INDEX FUNDetf | $5,629 | -0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| Buy | ATLANTA BRAVES HLDGS INC COM SER Cstock | $6,399 | +86.4% | 230 | +66.7% | 0.00% | 0.0% | |
| CHGG | CHEGG INC COMstock | $4,283 | -5.2% | 50 | 0.0% | 0.00% | 0.0% | |
| GTLS | CHART INDS INC COMstock | $4,698 | +20.9% | 33 | 0.0% | 0.00% | 0.0% | |
| FF | New | FUTUREFUEL CORP COMstock | $7,293 | – | 502 | +100.0% | 0.00% | – |
| VITL | New | VITAL FARMS INC COMstock | $4,062 | – | 186 | +100.0% | 0.00% | – |
| IIM | INVESCO VALUE MUN INCOME TR COMcef | $6,613 | +0.1% | 422 | 0.0% | 0.00% | 0.0% | |
| EQR | EQUITY RESIDENTIAL SH BEN INTreit | $7,163 | +20.8% | 100 | 0.0% | 0.00% | 0.0% | |
| KDP | KEURIG DR PEPPER INC COMstock | $3,506 | +7.4% | 102 | 0.0% | 0.00% | 0.0% | |
| APOLLO GLOBAL MGMT INC COMstock | $9,402 | -4.0% | 200 | 0.0% | 0.00% | -50.0% | ||
| WAB | Buy | WABTEC COMstock | $8,233 | +11.4% | 104 | +3.0% | 0.00% | 0.0% |
| RBLX | New | ROBLOX CORP CL Astock | $8,428 | – | 130 | +100.0% | 0.00% | – |
| PBJ | New | INVESCO FOOD & BEVERAGE ETFetf | $6,002 | – | 150 | +100.0% | 0.00% | – |
| KYN | KAYNE ANDERSON ENERGY INFRSTR COMcef | $6,453 | +24.7% | 900 | 0.0% | 0.00% | 0.0% | |
| JD | JD.COM INC SPON ADR CL Aadr | $3,373 | -4.1% | 40 | 0.0% | 0.00% | 0.0% | |
| PGX | INVESCO PREFERRED ETFetf | $3,750 | -1.7% | 250 | 0.0% | 0.00% | 0.0% | |
| GRA | Sell | GRACE W R & CO DEL NEW COMstock | $3,472 | +5.6% | 58 | -3.3% | 0.00% | 0.0% |
| SPR | SPIRIT AEROSYSTEMS HLDGS INC COM CL Astock | $4,135 | +24.4% | 85 | 0.0% | 0.00% | 0.0% | |
| REM | ISHARES MORTGAGE REAL ESTATE ETFetf | $8,815 | +10.7% | 250 | 0.0% | 0.00% | 0.0% | |
| CCL | CARNIVAL CORP PAIRED CTFstock | $9,289 | +22.5% | 350 | 0.0% | 0.00% | 0.0% | |
| DISCK | DISCOVERY INC COM SER Cstock | $3,873 | +40.8% | 105 | 0.0% | 0.00% | – | |
| NEM | NEWMONT CORP COMstock | $3,978 | +0.6% | 66 | 0.0% | 0.00% | 0.0% | |
| NJR | NEW JERSEY RES CORP COMstock | $7,974 | +12.2% | 200 | 0.0% | 0.00% | 0.0% | |
| CANOPY GROWTH CORP COM NEWstock | $5,125 | +30.0% | 160 | 0.0% | 0.00% | 0.0% | ||
| DTE | DTE ENERGY CO COMstock | $4,527 | +9.7% | 34 | 0.0% | 0.00% | 0.0% | |
| WDAY | WORKDAY INC CL Astock | $3,726 | +3.7% | 15 | 0.0% | 0.00% | 0.0% | |
| UA | Sell | UNDER ARMOUR INC CL Cstock | $3,987 | +19.6% | 216 | -3.6% | 0.00% | 0.0% |
| SLV | Buy | ISHARES SILVER TRUSTetf | $4,086 | +107.8% | 180 | +125.0% | 0.00% | – |
| GWW | New | GRAINGER W W INC COMstock | $5,613 | – | 14 | +100.0% | 0.00% | – |
| IGLB | ISHARES 10 YEAR INVESTMENT GRADE CORPORATE BOND ETFetf | $5,400 | -8.7% | 81 | 0.0% | 0.00% | 0.0% | |
| CWH | New | CAMPING WORLD HLDGS INC CL Astock | $5,239 | – | 144 | +100.0% | 0.00% | – |
| SCZ | ISHARES MSCI EAFE SMALL-CAP ETFetf | $3,736 | +5.1% | 52 | 0.0% | 0.00% | 0.0% | |
| ZM | Buy | ZOOM VIDEO COMMUNICATIONS INC CL Astock | $5,141 | +1.6% | 16 | +6.7% | 0.00% | 0.0% |
| OPCH | Sell | OPTION CARE HEALTH INC COM NEWstock | $8,551 | -25.9% | 482 | -34.7% | 0.00% | -50.0% |
| NCR | NCR VOYIX CORPORATION COMstock | $9,488 | +1.0% | 250 | 0.0% | 0.00% | -50.0% | |
| OTEX | OPEN TEXT CORP COMstock | $5,964 | +4.9% | 125 | 0.0% | 0.00% | 0.0% | |
| ABNB | New | AIRBNB INC COM CL Astock | $7,518 | – | 40 | +100.0% | 0.00% | – |
| CPT | CAMDEN PPTY TR SH BEN INTreit | $4,946 | +10.0% | 45 | 0.0% | 0.00% | 0.0% | |
| EWZ | ISHARES MSCI BRAZIL ETFetf | $5,018 | -9.8% | 150 | 0.0% | 0.00% | 0.0% | |
| GAN | New | GAN LTD SHSstock | $9,100 | – | 500 | +100.0% | 0.00% | – |
| GPK | GRAPHIC PACKAGING HLDG CO COMstock | $6,356 | +7.2% | 350 | 0.0% | 0.00% | 0.0% | |
| X | New | UNITED STATES STL CORP NEW COMstock | $6,543 | – | 250 | +100.0% | 0.00% | – |
| IVZ | Sell | INVESCO LTD SHSstock | $5,044 | -27.7% | 200 | -50.0% | 0.00% | 0.0% |
| FLEX | New | FLEX LTD ORDstock | $5,383 | – | 294 | +100.0% | 0.00% | – |
| GDDY | GODADDY INC CL Astock | $7,762 | -6.4% | 100 | 0.0% | 0.00% | 0.0% | |
| CDNS | New | CADENCE DESIGN SYSTEM INC COMstock | $5,891 | – | 43 | +100.0% | 0.00% | – |
| NCLH | Sell | NORWEGIAN CRUISE LINE HLDG LTD SHSstock | $6,070 | -43.4% | 220 | -47.9% | 0.00% | -50.0% |
| OKE | Sell | ONEOK INC NEW COMstock | $9,372 | -66.9% | 185 | -74.9% | 0.00% | -80.0% |
| UHS | UNIVERSAL HLTH SVCS INC CL Bstock | $6,136 | -3.0% | 46 | 0.0% | 0.00% | 0.0% | |
| ARKK | ARK INNOVATION ETFetf | $3,657 | -2.1% | 30 | 0.0% | 0.00% | 0.0% | |
| CVI | New | CVR ENERGY INC COMstock | $4,431 | – | 231 | +100.0% | 0.00% | – |
| FLR | FLUOR CORP NEW COMstock | $9,236 | +44.6% | 400 | 0.0% | 0.00% | 0.0% | |
| IYH | ISHARES U.S. HEALTHCARE ETFetf | $7,321 | +2.7% | 29 | 0.0% | 0.00% | 0.0% | |
| AGCO | New | AGCO CORP COMstock | $3,735 | – | 26 | +100.0% | 0.00% | – |
| GRWG | Sell | GROWGENERATION CORP COMstock | $4,969 | -80.1% | 100 | -83.9% | 0.00% | -75.0% |
| IWR | ISHARES RUSSELL MIDCAP ETFetf | $6,802 | +7.8% | 92 | 0.0% | 0.00% | 0.0% | |
| CRSP | CRISPR THERAPEUTICS AG NAMEN AKTstock | $4,874 | -20.4% | 40 | 0.0% | 0.00% | 0.0% | |
| SU | SUNCOR ENERGY INC NEW COMstock | $5,852 | +24.6% | 280 | 0.0% | 0.00% | 0.0% | |
| IEF | Sell | ISHARES 7-10 YEAR TREASURY BOND ETFetf | $5,082 | -55.4% | 45 | -52.6% | 0.00% | -50.0% |
| AMN | AMN HEALTHCARE SVCS INC COMstock | $3,685 | +8.0% | 50 | 0.0% | 0.00% | 0.0% | |
| SXC | New | SUNCOKE ENERGY INC COMstock | $7,074 | – | 1,009 | +100.0% | 0.00% | – |
| IUSG | ISHARES CORE S&P U.S. GROWTH ETFetf | $9,079 | +2.4% | 100 | 0.0% | 0.00% | -50.0% | |
| MAA | Sell | MID-AMER APT CMNTYS INC COMreit | $3,493 | -23.6% | 24 | -33.3% | 0.00% | 0.0% |
| New | AMC ENTMT HLDGS INC CL A NEWcall | $10 | – | 1,000 | +100.0% | 0.00% | – | |
| WIX | New | WIX COM LTD SHSstock | $2,792 | – | 10 | +100.0% | 0.00% | – |
| GLNG | Sell | GOLAR LNG LTD SHSstock | $0 | -100.0% | 0 | -100.0% | 0.00% | – |
| PMCB | PHARMACYTE BIOTECH INC COM NEWstock | $684 | +155.2% | 40,000 | 0.0% | 0.00% | – | |
| EGO | ELDORADO GOLD CORP NEW COMstock | $1,619 | -18.7% | 150 | 0.0% | 0.00% | – | |
| EDIT | EDITAS MEDICINE INC COMstock | $2,100 | -40.1% | 50 | 0.0% | 0.00% | -100.0% | |
| GTTN | Sell | GTT COMMUNICATIONS INC COMstock | $906 | -49.8% | 495 | -2.2% | 0.00% | – |
| FNDA | SCHWAB FUNDAMENTAL US SMALL CO. INDEX ETFetf | $2,026 | +18.0% | 40 | 0.0% | 0.00% | – | |
| AWAY | New | ETFMG TRAVEL TECH ETFetf | $1,563 | – | 50 | +100.0% | 0.00% | – |
| SCHR | SCHWAB INTERMEDIATE-TERM US TREASURY ETFetf | $1,297 | -3.1% | 23 | 0.0% | 0.00% | – | |
| GME | New | GAMESTOP CORP NEW CL Astock | $1,898 | – | 10 | +100.0% | 0.00% | – |
| SE | New | SEA LTD SPONSORD ADSadr | $446 | – | 2 | +100.0% | 0.00% | – |
| DRE | Sell | DUKE REALTY CORP COM NEWreit | $1,266 | -90.5% | 30 | -91.0% | 0.00% | -100.0% |
| PDCE | New | PDC ENERGY INC COMstock | $3,096 | – | 90 | +100.0% | 0.00% | – |
| ORGANIGRAM HLDGS INC COMstock | $694 | +160.9% | 200 | 0.0% | 0.00% | – | ||
| QQQE | Buy | DIREXION NASDAQ-100 EQUAL WEIGHTED INDEX SHARESetf | $1,231 | +9.2% | 16 | +6.7% | 0.00% | – |
| SWAV | SHOCKWAVE MED INC COMstock | $1,954 | +25.6% | 15 | 0.0% | 0.00% | – | |
| OXYWS | OCCIDENTAL PETE CORP WT EXP 080327stock | $536 | +75.2% | 45 | 0.0% | 0.00% | – | |
| SBSW | New | SIBANYE STILLWATER LTD SPONSORED ADRadr | $1,786 | – | 100 | +100.0% | 0.00% | – |
| OXY | OCCIDENTAL PETE CORP COMstock | $2,662 | +53.8% | 100 | 0.0% | 0.00% | – | |
| DVN | DEVON ENERGY CORP NEW COMstock | $2,185 | +38.2% | 100 | 0.0% | 0.00% | – | |
| SONO | SONOS INC COMstock | $749 | +60.0% | 20 | 0.0% | 0.00% | – | |
| DRI | DARDEN RESTAURANTS INC COMstock | $1,704 | +19.2% | 12 | 0.0% | 0.00% | – | |
| FINX | GLOBAL X FINTECH ETFetf | $2,207 | -5.5% | 50 | 0.0% | 0.00% | – | |
| SIL | GLOBAL X SILVER MINERS ETFetf | $1,596 | -12.5% | 40 | 0.0% | 0.00% | – | |
| SONA | Sell | PRIMIS FINANCIAL CORP COMstock | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| NUS | NU SKIN ENTERPRISES INC CL Astock | $2,645 | -3.2% | 50 | 0.0% | 0.00% | – | |
| GOEX | GLOBAL X GOLD EXPLORERS ETFetf | $1,460 | -16.8% | 50 | 0.0% | 0.00% | – | |
| CGNX | Exit | COGNEX CORP COMstock | $0 | – | -20 | -100.0% | 0.00% | – |
| SLI | STANDARD LITHIUM LTD COMstock | $1,894 | +39.9% | 606 | 0.0% | 0.00% | – | |
| NVAX | Sell | NOVAVAX INC COM NEWstock | $2,901 | +23.9% | 16 | -23.8% | 0.00% | – |
| STOK | STOKE THERAPEUTICS INC COMstock | $2,563 | -37.3% | 66 | 0.0% | 0.00% | -100.0% | |
| CRON | CRONOS GROUP INC COMstock | $747 | +36.3% | 79 | 0.0% | 0.00% | – | |
| NLOK | GEN DIGITAL INC COMstock | $2,126 | +2.3% | 100 | 0.0% | 0.00% | – | |
| CDE | COEUR MNG INC COM NEWstock | $2,438 | -12.8% | 270 | 0.0% | 0.00% | -100.0% | |
| GIGB | GOLDMAN SACHS ACCESS INVESTMENT GRADE CORPORATE BOND ETFetf | $160 | -5.3% | 3 | 0.0% | 0.00% | – | |
| GSLC | GOLDMAN SACHS ACTIVEBETA U.S. LARGE CAP EQUITY ETFetf | $633 | +4.5% | 8 | 0.0% | 0.00% | – | |
| CLF | New | CLEVELAND-CLIFFS INC NEW COMstock | $1,830 | – | 91 | +100.0% | 0.00% | – |
| CTR | New | CLEARBRIDGE MLP AND MIDSTRM TR COMcef | $2,204 | – | 110 | +100.0% | 0.00% | – |
| TECK | New | TECK RESOURCES LTD CL Bstock | $1,534 | – | 80 | +100.0% | 0.00% | – |
| GBIL | GOLDMAN SACHS ACCESS TREASURY 0-1 YEAR ETFetf | $100 | 0.0% | 1 | 0.0% | 0.00% | – | |
| CEM | New | CLEARBRIDGE MLP AND MIDSTRM FD COMcef | $2,802 | – | 120 | +100.0% | 0.00% | – |
| SDGR | Exit | SCHRODINGER INC COMstock | $0 | – | -15 | -100.0% | 0.00% | – |
| CIEN | CIENA CORP COM NEWstock | $2,736 | +3.5% | 50 | 0.0% | 0.00% | – | |
| CHK | New | CHESAPEAKE ENERGY CORP COMstock | $2,560 | – | 59 | +100.0% | 0.00% | – |
| GSSC | GOLDMAN SACHS ACTIVEBETA U.S. SMALL CAP EQUITY ETFetf | $125 | +15.7% | 2 | 0.0% | 0.00% | – | |
| CHKEL | New | CHESAPEAKE ENERGY CORP WT C EXP 020926stock | $1,972 | – | 116 | +100.0% | 0.00% | – |
| THOMSON REUTERS CORP. COMstock | $1,138 | +6.9% | 13 | 0.0% | 0.00% | – | ||
| THO | THOR INDS INC COMstock | $2,964 | +44.9% | 22 | 0.0% | 0.00% | – | |
| GER | GOLDMAN SACHS MLP ENERGY RENAI COMcef | $1,607 | +27.0% | 166 | 0.0% | 0.00% | – | |
| NXST | New | NEXSTAR MEDIA GROUP INC COMMON STOCKstock | $1,545 | – | 11 | +100.0% | 0.00% | – |
| OVV | Exit | OVINTIV INC COMstock | $0 | – | -118 | -100.0% | 0.00% | – |
| CHX | CHAMPIONX CORPORATION COMstock | $1,347 | +41.9% | 62 | 0.0% | 0.00% | – | |
| CERE | New | CEREVEL THERAPEUTICS HLDNG INC COMstock | $1,373 | – | 100 | +100.0% | 0.00% | – |
| CASA | New | CASA SYS INC COMstock | $1,515 | – | 159 | +100.0% | 0.00% | – |
| TPC | New | TUTOR PERINI CORP COMstock | $948 | – | 50 | +100.0% | 0.00% | – |
| NGD | NEW GOLD INC CDA COMstock | $2,310 | -29.7% | 1,500 | 0.0% | 0.00% | -100.0% | |
| NRG | NRG ENERGY INC COM NEWstock | $1,434 | +0.5% | 38 | 0.0% | 0.00% | – | |
| CCJ | CAMECO CORP COMstock | $2,159 | +23.9% | 130 | 0.0% | 0.00% | – | |
| MPWR | New | MONOLITHIC PWR SYS INC COMstock | $1,413 | – | 4 | +100.0% | 0.00% | – |
| U | UNITY SOFTWARE INC COMstock | $2,508 | -34.6% | 25 | 0.0% | 0.00% | -100.0% | |
| UPLD | New | UPLAND SOFTWARE INC COMstock | $802 | – | 17 | +100.0% | 0.00% | – |
| TAP | MOLSON COORS BEVERAGE CO CL Bstock | $1,535 | +13.2% | 30 | 0.0% | 0.00% | – | |
| NERV | MINERVA NEUROSCIENCES INC COM NEWstock | $292 | +24.8% | 100 | 0.0% | 0.00% | – | |
| MSTR | New | MICROSTRATEGY INC CL A NEWstock | $2,036 | – | 3 | +100.0% | 0.00% | – |
| BTG | B2GOLD CORP COMstock | $2,069 | -23.0% | 480 | 0.0% | 0.00% | – | |
| GDXJ | VANECK JUNIOR GOLD MINERS ETFetf | $1,800 | -17.1% | 40 | 0.0% | 0.00% | – | |
| TRGP | Exit | TARGA RES CORP COMstock | $0 | – | -62 | -100.0% | 0.00% | – |
| JNK | Exit | SPDR BLOOMBERG HIGH YIELD BOND ETFetf | $0 | – | -9 | -100.0% | 0.00% | – |
| BHF | Sell | BRIGHTHOUSE FINL INC COMstock | $487 | -35.9% | 11 | -47.6% | 0.00% | – |
| HRB | New | BLOCK H & R INC COMstock | $44 | – | 2 | +100.0% | 0.00% | – |
| BLNK | New | BLINK CHARGING CO COMstock | $1,644 | – | 40 | +100.0% | 0.00% | – |
| MAT | MATTEL INC COMstock | $1,096 | +14.2% | 55 | 0.0% | 0.00% | – | |
| VWOB | VANGUARD EMERGING MARKETS GOVERNMENT BOND ETFetf | $78 | -4.9% | 1 | 0.0% | 0.00% | – | |
| MRVL | MARVELL TECHNOLOGY INC COMstock | $1,959 | +3.0% | 40 | 0.0% | 0.00% | – | |
| MSGN | MSG NETWORK INC CL Astock | $1,263 | +2.0% | 84 | 0.0% | 0.00% | – | |
| MSCI | New | MSCI INC COMstock | $1,677 | – | 4 | +100.0% | 0.00% | – |
| LAZR | New | LUMINAR TECHNOLOGIES INC COM CL Astock | $1,143 | – | 47 | +100.0% | 0.00% | – |
| BKH | BLACK HILLS CORP COMstock | $2,404 | +8.7% | 36 | 0.0% | 0.00% | – | |
| LTHM | LIVENT CORP COMstock | $2,892 | -8.1% | 167 | 0.0% | 0.00% | -100.0% | |
| WRB | BERKLEY W R CORP COMstock | $2,713 | +13.5% | 36 | 0.0% | 0.00% | – | |
| MNA | IQ MERGER ARBITRAGE ETFetf | $66 | -1.5% | 2 | 0.0% | 0.00% | – | |
| VCLT | VANGUARD LONG-TERM CORPORATE BOND ETFetf | $101 | -9.0% | 1 | 0.0% | 0.00% | – | |
| VEC | V2X INC COMstock | $588 | +7.5% | 11 | 0.0% | 0.00% | – | |
| LIBERTY MEDIA CORP DEL COM LBTY SRM S Astock | $1,763 | +2.0% | 40 | 0.0% | 0.00% | – | ||
| BBVA | BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADRadr | $1,101 | +5.7% | 211 | 0.0% | 0.00% | – | |
| LIBERTY MEDIA CORP DEL COM LBTY ONE S Cstock | $866 | +1.6% | 20 | 0.0% | 0.00% | – | ||
| LBRDK | LIBERTY BROADBAND CORP COM SER Cstock | $3,003 | -5.2% | 20 | 0.0% | 0.00% | -100.0% | |
| AVNS | AVANOS MED INC COMstock | $2,143 | -4.7% | 49 | 0.0% | 0.00% | – | |
| LBRDA | LIBERTY BROADBAND CORP COM SER Astock | $1,452 | -7.9% | 10 | 0.0% | 0.00% | – | |
| CHDN | Exit | CHURCHILL DOWNS INC COMstock | $0 | – | -14 | -100.0% | 0.00% | – |
| ACB | AURORA CANNABIS INC COMstock | $475 | +12.0% | 51 | 0.0% | 0.00% | – | |
| NTLA | INTELLIA THERAPEUTICS INC COMstock | $3,210 | +47.5% | 40 | 0.0% | 0.00% | – | |
| AUD | Sell | AUDACY INC CL Astock | $2,289 | +106.8% | 436 | -2.7% | 0.00% | – |
| GTX | Exit | GARRETT MOTION INC COMstock | $0 | – | -20 | -100.0% | 0.00% | – |
| IPI | INTREPID POTASH INC COMstock | $651 | +34.8% | 20 | 0.0% | 0.00% | – | |
| SPCE | Sell | VIRGIN GALACTIC HOLDINGS INC COMstock | $1,838 | -14.9% | 60 | -34.1% | 0.00% | – |
| KRUS | Sell | KURA SUSHI USA INC CL A COMstock | $0 | -100.0% | 0 | -100.0% | 0.00% | – |
| VNT | VONTIER CORPORATION COMstock | $2,270 | -9.4% | 75 | 0.0% | 0.00% | – | |
| IZEA | New | IZEA WORLDWIDE INC COM NEWstock | $890 | – | 236 | +100.0% | 0.00% | – |
| ITMR | New | ITAMAR MED LTD SPONSORED ADSadr | $1,198 | – | 50 | +100.0% | 0.00% | – |
| IBDQ | ISHARES IBONDS DEC 2025 TERM CORPORATE ETFetf | $2,146 | -2.0% | 80 | 0.0% | 0.00% | – | |
| WSC | Sell | WILLSCOT MOBIL MINI HLDNG CORP COM CL Astock | $0 | -100.0% | 0 | -100.0% | 0.00% | – |
| TEVA | Exit | TEVA PHARMACEUTICAL INDS LTD SPONSORED ADSadr | $0 | – | -232 | -100.0% | 0.00% | – |
| DEM | Sell | WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUNDetf | $1,863 | -38.0% | 42 | -42.5% | 0.00% | -100.0% |
| QQQM | Buy | INVESCO NASDAQ 100 ETFetf | $2,756 | +2036.4% | 21 | +2000.0% | 0.00% | – |
| BSCS | Sell | INVESCO BULLETSHARES 2028 CORPORATE BOND ETFetf | $1,106 | -100.0% | 49 | -100.0% | 0.00% | -100.0% |
| GOVT | ISHARES U.S. TREASURY BOND ETFetf | $1,074 | -3.8% | 41 | 0.0% | 0.00% | – | |
| AIMC | ALTRA INDL MOTION CORP COMstock | $1,438 | -0.2% | 26 | 0.0% | 0.00% | – | |
| ALKALINE WTR CO INC COMstock | $927 | +7.9% | 850 | 0.0% | 0.00% | – | ||
| ZUO | Sell | ZUORA INC COM CL Astock | $1,066 | +4.8% | 72 | -1.4% | 0.00% | – |
| AA | New | ALCOA CORP COMstock | $1,625 | – | 50 | +100.0% | 0.00% | – |
| ALSK | Sell | ALASKA COMMUNICATIONS SYS GRP COMstock | $3,266 | -13.2% | 1,005 | -1.5% | 0.00% | -100.0% |
| AMG | AFFILIATED MANAGERS GROUP INC COMstock | $2,384 | +46.5% | 16 | 0.0% | 0.00% | – | |
| GLOG | GASLOG LTD SHSstock | $635 | +55.3% | 110 | 0.0% | 0.00% | – | |
| IGIC | INTL GNRL INSURANCE HLDNGS LTD SHSstock | $490 | +1.0% | 60 | 0.0% | 0.00% | – | |
| IYK | New | ISHARES U.S. CONSUMER STAPLES ETFetf | $1,770 | – | 10 | +100.0% | 0.00% | – |
| AEGON LTD AMER REG 1 CERTadr | $870 | +19.7% | 184 | 0.0% | 0.00% | – | ||
| PCY | Exit | INVESCO EMERGING MARKETS SOVEREIGN DEBT ETFetf | $0 | – | -38 | -100.0% | 0.00% | – |
| PPLT | New | ABRDN PHYSICAL PLATINUM SHARES ETFetf | $1,670 | – | 15 | +100.0% | 0.00% | – |
| STNE | STONECO LTD COM CL Astock | $2,816 | -27.0% | 46 | 0.0% | 0.00% | -100.0% | |
| TPGY | New | TPG PACE BEN FIN CORP CL A COMstock | $20 | – | 1 | +100.0% | 0.00% | – |
| TUR | ISHARES MSCI TURKEY ETFetf | $2,299 | -13.2% | 100 | 0.0% | 0.00% | – | |
| GRMN | Sell | GARMIN LTD SHSstock | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| IXP | ISHARES GLOBAL COMM SERVICES ETFetf | $2,813 | +8.3% | 35 | 0.0% | 0.00% | – | |
| RYU | Exit | INVESCO S&P 500 EQUAL WEIGHT UTILITIES ETFetf | $0 | – | 0 | +100.0% | 0.00% | – |
| Exit | R1 RCM INC COMstock | $0 | – | -100 | -100.0% | 0.00% | – | |
| SVC | Exit | SERVICE PPTYS TR COM SH BEN INTreit | $0 | – | -200 | -100.0% | 0.00% | – |
| JNJ | Exit | JOHNSON & JOHNSON COMcall | $0 | – | -3,000 | -100.0% | 0.00% | – |
| REZI | Exit | RESIDEO TECHNOLOGIES INC COMstock | $0 | – | -33 | -100.0% | 0.00% | – |
| MGI | Exit | MONEYGRAM INTL INC COM NEWstock | $0 | – | -63 | -100.0% | 0.00% | – |
| AMP | Exit | AMERIPRISE FINL INC COMstock | $0 | – | -12 | -100.0% | 0.00% | – |
| WATT | Exit | ENERGOUS CORP COM NEWstock | $0 | – | -20 | -100.0% | 0.00% | – |
| SFL | Exit | SFL CORPORATION LTD SHSstock | $0 | – | -10 | -100.0% | 0.00% | – |
| WDC | Exit | WESTERN DIGITAL CORP. COMstock | $0 | – | -35 | -100.0% | 0.00% | – |
| ZS | Exit | ZSCALER INC COMstock | $0 | – | -8 | -100.0% | 0.00% | – |
| RIOT | New | RIOT PLATFORMS INC COMcall | $27 | – | 500 | +100.0% | 0.00% | – |
| RIOT | New | RIOT PLATFORMS INC COMstock | $2,344 | – | 44 | +100.0% | 0.00% | – |
| FR | FIRST INDL RLTY TR INC COMreit | $1,298 | +9.4% | 28 | 0.0% | 0.00% | – | |
| TDIV | FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUNDetf | $2,807 | +9.1% | 52 | 0.0% | 0.00% | – | |
| FLXN | Sell | FLEXION THERAPEUTICS INC COMstock | $2,041 | -23.8% | 228 | -1.7% | 0.00% | – |
| MOS | Exit | MOSAIC CO NEW COMstock | $0 | – | -65 | -100.0% | 0.00% | – |
| KBE | SPDR S&P BANK ETFetf | $2,594 | +24.1% | 50 | 0.0% | 0.00% | – | |
| TFI | SPDR NUVEEN BLOOMBERG MUNICIPAL BOND ETFetf | $103 | -1.9% | 2 | 0.0% | 0.00% | – | |
| PXD | New | PIONEER NAT RES CO COMstock | $1,906 | – | 12 | +100.0% | 0.00% | – |
| ETSY | New | ETSY INC COMstock | $1,210 | – | 6 | +100.0% | 0.00% | – |
| SGMO | SANGAMO THERAPEUTICS INC COMstock | $627 | -19.6% | 50 | 0.0% | 0.00% | – | |
| PINS | New | PINTEREST INC CL Astock | $1,777 | – | 24 | +100.0% | 0.00% | – |
| LZB | Exit | LA Z BOY INC COMstock | $0 | – | -82 | -100.0% | -0.00% | – |
| CBRL | Exit | CRACKER BARREL OLD CTRY STORE COMstock | $0 | – | -36 | -100.0% | -0.00% | – |
| SDC | Exit | SMILEDIRECTCLUB INC CL A COMstock | $0 | – | -433 | -100.0% | -0.00% | – |
| TPX | Exit | TEMPUR SEALY INTL INC COMstock | $0 | – | -114 | -100.0% | -0.00% | – |
| COOP | Exit | MR COOPER GROUP INC COMstock | $0 | – | -178 | -100.0% | -0.00% | – |
| IFN | Exit | INDIA FD INC COMcef | $0 | – | -245 | -100.0% | -0.00% | – |
| PIM | Exit | PUTNAM MASTER INTER INCOME TR SH BEN INTcef | $0 | – | -749 | -100.0% | -0.00% | – |
| SHOO | Exit | MADDEN STEVEN LTD COMstock | $0 | – | -152 | -100.0% | -0.00% | – |
| BSCU | Exit | INVESCO BULLETSHARES 2030 CORPORATE BOND ETFetf | $0 | – | -210 | -100.0% | -0.00% | – |
| MTSI | Exit | MACOM TECH SOLUTIONS HLDGS INC COMstock | $0 | – | -110 | -100.0% | -0.00% | – |
| BIL | Exit | SPDR BLOOMBERG 1-3 MONTH T-BILL ETFetf | $0 | – | -37 | -100.0% | -0.00% | – |
| DUC | Exit | DUFF PHELPS UTILITY&CORP BONDcef | $0 | – | -500 | -100.0% | -0.00% | – |
| GIM | Exit | TEMPLETON GLOBAL INCOME FD COMcef | $0 | – | -1,511 | -100.0% | -0.00% | – |
| BHC | Exit | BAUSCH HEALTH COS INC COMstock | $0 | – | -148 | -100.0% | -0.00% | – |
| FERG | Exit | FERGUSON PLC NEW SHSstock | $0 | – | -35 | -100.0% | -0.00% | – |
| WES | Exit | WESTERN MIDSTREAM PARTNERS LP COM UNIT LP INTstock | $0 | – | -351 | -100.0% | -0.00% | – |
| ANF | Exit | ABERCROMBIE & FITCH CO CL Astock | $0 | – | -144 | -100.0% | -0.00% | – |
| NFJ | Exit | VIRTUS DIVIDEND INTEREST & PR COMcef | $0 | – | -600 | -100.0% | -0.00% | – |
| SNDR | Exit | SCHNEIDER NATIONAL INC CL Bstock | $0 | – | -230 | -100.0% | -0.00% | – |
| PWR | Exit | QUANTA SVCS INC COMstock | $0 | – | -44 | -100.0% | -0.00% | – |
| TRU | Exit | TRANSUNION COMstock | $0 | – | -56 | -100.0% | -0.00% | – |
| LGIH | Exit | LGI HOMES INC COMstock | $0 | – | -46 | -100.0% | -0.00% | – |
| LYG | Exit | LLOYDS BANKING GROUP PLC SPONSORED ADRadr | $0 | – | -2,500 | -100.0% | -0.00% | – |
| BILL | Exit | BILL HOLDINGS INC COMstock | $0 | – | -35 | -100.0% | -0.00% | – |
| BBL | Exit | BHP GROUP PLC SPONSORED ADRadr | $0 | – | -98 | -100.0% | -0.00% | – |
| PPT | Exit | PUTNAM PREMIER INCOME TR SH BEN INTcef | $0 | – | -1,540 | -100.0% | -0.00% | – |
| AFIN | Exit | THE NECESSITY RETAIL REIT INC COM CLASS Areit | $0 | – | -753 | -100.0% | -0.00% | – |
| BTZ | Exit | BLACKROCK CR ALLOCATION INCOME COMcef | $0 | – | -500 | -100.0% | -0.00% | – |
| INSI | Exit | INSIGHT SELECT INCOME FD COMcef | $0 | – | -164 | -100.0% | -0.00% | – |
| FCX | Exit | FREEPORT-MCMORAN INC CL Bstock | $0 | – | -222 | -100.0% | -0.00% | – |
| DIN | Exit | DINE BRANDS GLOBAL INC COMstock | $0 | – | -200 | -100.0% | -0.00% | – |
| MUH | Exit | BLACKROCK MUNIHOLDINGS FD II I COMcef | $0 | – | -800 | -100.0% | -0.00% | – |
| GLQ | Exit | CLOUGH GLOBAL EQUITY FD COMcef | $0 | – | -1,000 | -100.0% | -0.00% | – |
| XLNX | Exit | XILINX INC COMstock | $0 | – | -90 | -100.0% | -0.00% | – |
| IBDU | Exit | ISHARES IBONDS DEC 2029 TERM CORPORATE ETFetf | $0 | – | -533 | -100.0% | -0.00% | – |
| UFI | Exit | UNIFI INC COM NEWstock | $0 | – | -1,000 | -100.0% | -0.00% | – |
| SBI | Exit | WESTERN ASSET INTER MUNI FD IN COMcef | $0 | – | -2,000 | -100.0% | -0.00% | – |
| ADS | Exit | BREAD FINANCIAL HOLDINGS INC COMstock | $0 | – | -330 | -100.0% | -0.00% | – |
| SPXL | Exit | DIREXION DAILY S&P 500 BULL 3X SHARESetf | $0 | – | -660 | -100.0% | -0.01% | – |
| PDD | Exit | PDD HOLDINGS INC SPONSORED ADSadr | $0 | – | -300 | -100.0% | -0.01% | – |
| BBY | Exit | BEST BUY INC COMstock | $0 | – | -645 | -100.0% | -0.01% | – |
| WYND | Exit | TRAVEL PLUS LEISURE CO COMstock | $0 | – | -2,300 | -100.0% | -0.02% | – |
| BSJL | Exit | INVESCO BULLETSHARES 2021 HIGH YIELD CORPORATE BOND ETFetf | $0 | – | -9,111 | -100.0% | -0.04% | – |
| NIO | Exit | NIO INC SPON ADSadr | $0 | – | -5,000 | -100.0% | -0.04% | – |
| BSCT | Exit | INVESCO BULLETSHARES 2029 CORPORATE BOND ETFetf | $0 | – | -118,067 | -100.0% | -0.46% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2024-01-02
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD SHORT-TERM CORPORATE BOND ETF | 32 | Q4 2023 | 4.7% |
| VISA INC COM CL A | 32 | Q4 2023 | 3.9% |
| MICROSOFT CORP COM | 32 | Q4 2023 | 4.2% |
| APPLE INC COM | 32 | Q4 2023 | 2.7% |
| JOHNSON & JOHNSON COM | 32 | Q4 2023 | 1.9% |
| EXXON MOBIL CORP COM | 32 | Q4 2023 | 3.1% |
| DISNEY WALT CO COM | 32 | Q4 2023 | 2.1% |
| ABBVIE INC COM | 32 | Q4 2023 | 1.8% |
| ALPHABET INC CAP STK CL C | 32 | Q4 2023 | 1.9% |
| UNION PAC CORP COM | 32 | Q4 2023 | 1.4% |
View Anchor Investment Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-01-03 |
| 13F-HR | 2024-01-03 |
| 13F-HR | 2024-01-03 |
| 13F-HR | 2024-01-03 |
| 13F-HR | 2024-01-03 |
| 13F-HR | 2024-01-03 |
| 13F-HR | 2024-01-03 |
| 13F-HR | 2024-01-03 |
| 13F-HR | 2024-01-03 |
| 13F-HR | 2024-01-03 |
View Anchor Investment Management, 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.