$195 Million is the total value of Patriot Financial Group Insurance Agency, LLC's 1326 reported holdings in Q1 2019. The portfolio turnover from Q4 2018 to Q1 2019 was 104.8% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| B | Buy | BARNES GROUP INC COMstock | $23,217,000 | +24.6% | 451,709 | +29.9% | 11.91% | -2.9% |
| SCHG | Buy | SCHWAB U.S. LARGE-CAP GROWTH ETFetf | $8,156,000 | +15.4% | 102,722 | +0.1% | 4.18% | -10.1% |
| FSK | Buy | FS KKR CAPITAL CORP COMcef | $5,957,000 | +23.1% | 985,153 | +5.3% | 3.06% | -4.1% |
| VIG | Buy | VANGUARD DIVIDEND APPRECIATION INDEX FUNDetf | $5,415,000 | +34.3% | 49,390 | +20.0% | 2.78% | +4.7% |
| AAPL | Buy | APPLE INC COMstock | $5,008,000 | +42.6% | 26,401 | +18.6% | 2.57% | +11.2% |
| KNG | Buy | CBOE VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETFetf | $4,127,000 | +61.8% | 97,073 | +45.3% | 2.12% | +26.2% |
| ARKK | Buy | ARK INNOVATION ETFetf | $3,893,000 | +2176.6% | 83,317 | +1715.2% | 2.00% | +1667.3% |
| AGG | Buy | ISHARES CORE U.S. AGGREGATE BOND ETFetf | $2,537,000 | +28.7% | 23,263 | +25.7% | 1.30% | +0.3% |
| VTI | Buy | VANGUARD TOTAL STOCK MARKET INDEX FUNDetf | $2,066,000 | +16.3% | 14,277 | +2.6% | 1.06% | -9.3% |
| AMZN | Buy | AMAZON COM INC COMstock | $1,956,000 | +56.4% | 1,099 | +31.9% | 1.00% | +21.9% |
| XOM | Buy | EXXON MOBIL CORP COMstock | $1,893,000 | +20.6% | 23,430 | +1.7% | 0.97% | -6.0% |
| T | Buy | AT&T INC COMstock | $1,816,000 | +54.2% | 57,926 | +40.4% | 0.93% | +20.3% |
| QYLD | Buy | GLOBAL X NASDAQ 100 COVERED CALL ETFetf | $1,735,000 | +23.9% | 76,439 | +16.3% | 0.89% | -3.4% |
| MSFT | Buy | MICROSOFT CORP COMstock | $1,710,000 | +38.6% | 14,499 | +19.3% | 0.88% | +8.0% |
| CFO | Buy | VICTORYSHARES U.S. 500 ENHANCED VOLATILITY WTD INDEX ETFetf | $1,641,000 | +15.5% | 35,112 | +8.5% | 0.84% | -9.9% |
| SPTM | Buy | SPDR PORTFOLIO TOTAL STOCK MARKET ETFetf | $1,580,000 | +16.5% | 44,912 | +2.3% | 0.81% | -9.2% |
| GEM | Buy | GOLDMAN SACHS ACTIVEBETA EMERGING MARKETS EQUITY ETFetf | $1,499,000 | +11.2% | 46,063 | +2.9% | 0.77% | -13.3% |
| AGGY | Buy | WISDOMTREE YIELD ENHANCED U.S. AGGREGATE BOND FUNDetf | $1,471,000 | +72.0% | 29,530 | +66.5% | 0.76% | +34.1% |
| VZ | Buy | VERIZON COMMUNICATIONS INC COMstock | $1,417,000 | +18.8% | 23,964 | +12.9% | 0.73% | -7.4% |
| DIS | Buy | DISNEY WALT CO COM DISNEYstock | $1,404,000 | +31.3% | 12,647 | +29.7% | 0.72% | +2.4% |
| WMT | Buy | WALMART INC COMstock | $1,303,000 | +9.2% | 13,365 | +4.3% | 0.67% | -14.9% |
| EPS | Buy | WISDOMTREE U.S. LARGECAP FUNDetf | $1,284,000 | +75.4% | 40,376 | +55.6% | 0.66% | +36.7% |
| JPM | Buy | JPMORGAN CHASE & CO COMstock | $1,199,000 | +34.6% | 11,843 | +29.8% | 0.62% | +4.9% |
| EES | Buy | WISDOMTREE U.S. SMALLCAP FUNDetf | $1,143,000 | +46.2% | 31,653 | +29.7% | 0.59% | +13.8% |
| UBNK | Buy | UNITED FINL BANCORP INC NEW COMstock | $1,137,000 | +33.9% | 79,758 | +38.1% | 0.58% | +4.3% |
| CSCO | Buy | CISCO SYS INC COMstock | $1,126,000 | +85.2% | 20,864 | +48.8% | 0.58% | +44.5% |
| NFLX | Buy | NETFLIX INC COMstock | $1,075,000 | +39.2% | 3,016 | +4.5% | 0.55% | +8.5% |
| DDWM | Buy | WISDOMTREE DYNAMIC CURRENCY HEDGED INTERNATIONAL EQUITY FUNDetf | $1,051,000 | +62.2% | 36,881 | +47.5% | 0.54% | +26.5% |
| BA | Buy | BOEING CO COMstock | $1,015,000 | +57.6% | 2,660 | +33.3% | 0.52% | +22.9% |
| USMF | Buy | WISDOMTREE U.S. MULTIFACTOR FUNDetf | $969,000 | +76.5% | 33,441 | +59.0% | 0.50% | +37.7% |
| IWR | Buy | ISHARES RUSSELL MID-CAP ETFetf | $963,000 | +41.8% | 17,849 | +22.2% | 0.49% | +10.5% |
| DBEF | Buy | X-TRACKERS MSCI EAFE HEDGED EQUITY ETFetf | $756,000 | +460.0% | 24,222 | +402.4% | 0.39% | +336.0% |
| PTLC | Buy | PACER TRENDPILOT US LARGE CAP ETFetf | $729,000 | +35.8% | 24,820 | +33.1% | 0.37% | +5.9% |
| BND | Buy | VANGUARD TOTAL BOND MARKET INDEX FUNDetf | $717,000 | +19.7% | 8,830 | +16.8% | 0.37% | -6.6% |
| FB | Buy | FACEBOOK INC CL Astock | $687,000 | +106.3% | 4,142 | +63.1% | 0.35% | +60.7% |
| CELG | Buy | CELGENE CORP COMstock | $663,000 | +3057.1% | 7,033 | +2031.2% | 0.34% | +2328.6% |
| INTC | Buy | INTEL CORP COMstock | $653,000 | +33.3% | 12,158 | +16.4% | 0.34% | +4.0% |
| JRI | Buy | NUVEEN REAL ASSET INM AND GWTH COMcef | $652,000 | +32.5% | 40,653 | +12.7% | 0.33% | +3.1% |
| GOOG | Buy | ALPHABET INC CAP STK CL Cstock | $644,000 | +83.0% | 549 | +61.5% | 0.33% | +42.2% |
| VEA | Buy | VANGUARD FTSE DEVELOPED MARKETS ETFetf | $643,000 | +21.6% | 15,744 | +10.4% | 0.33% | -5.2% |
| JPS | Buy | NUVEEN PFD & INCM SECURTIES FD COMcef | $636,000 | +8.3% | 70,928 | +0.1% | 0.33% | -15.5% |
| SLYG | Buy | SPDR S&P 600 SMALL CAP GROWTH ETFetf | $612,000 | +28.6% | 10,248 | +16.2% | 0.31% | +0.3% |
| PFE | Buy | PFIZER INC COMstock | $608,000 | +54.3% | 14,311 | +58.5% | 0.31% | +20.5% |
| IWM | Buy | ISHARES RUSSELL 2000 ETFetf | $606,000 | +46.4% | 3,961 | +28.1% | 0.31% | +14.3% |
| PG | Buy | PROCTER AND GAMBLE CO COMstock | $589,000 | +44.0% | 5,657 | +27.2% | 0.30% | +12.3% |
| KO | Buy | COCA COLA CO COMstock | $572,000 | +4.2% | 12,216 | +5.3% | 0.29% | -18.8% |
| RSP | Buy | INVESCO S&P 500 EQUAL WEIGHT ETFetf | $555,000 | +17.6% | 5,316 | +3.0% | 0.28% | -8.4% |
| RZG | Buy | INVESCO S&P SMALLCAP 600 PURE GROWTH ETFetf | $556,000 | +58.9% | 4,913 | +46.3% | 0.28% | +23.9% |
| HON | Buy | HONEYWELL INTL INC COMstock | $525,000 | +34.3% | 3,301 | +11.5% | 0.27% | +4.7% |
| PEP | Buy | PEPSICO INC COMstock | $509,000 | +95.8% | 4,152 | +76.5% | 0.26% | +52.6% |
| IWF | Buy | ISHARES RUSSELL 1000 GROWTH ETFetf | $493,000 | +18.5% | 3,262 | +2.7% | 0.25% | -7.7% |
| BAC | Buy | BANK AMER CORP COMstock | $488,000 | +48.8% | 17,769 | +33.4% | 0.25% | +15.7% |
| MO | Buy | ALTRIA GROUP INC COMstock | $485,000 | +153.9% | 8,447 | +118.6% | 0.25% | +97.6% |
| CVS | Buy | CVS HEALTH CORP COMstock | $479,000 | -11.3% | 8,881 | +7.8% | 0.25% | -30.7% |
| BMY | Buy | BRISTOL MYERS SQUIBB CO COMstock | $479,000 | +2.6% | 10,034 | +11.7% | 0.25% | -19.9% |
| VOO | Buy | VANGUARD S&P 500 ETFetf | $455,000 | +2576.5% | 1,752 | +2333.3% | 0.23% | +2018.2% |
| DWDP | Buy | DOWDUPONT INC COMstock | $453,000 | +26.9% | 8,442 | +26.4% | 0.23% | -1.3% |
| AVGO | Buy | BROADCOM INC COMstock | $451,000 | +19.9% | 1,501 | +1.4% | 0.23% | -6.5% |
| HYGH | Buy | ISHARES INTEREST RATE HEDGED HIGH YIELD BOND ETFetf | $448,000 | +29.9% | 5,008 | +23.1% | 0.23% | +1.3% |
| SWK | Buy | STANLEY BLACK & DECKER INC COMstock | $443,000 | +13.9% | 3,251 | +0.1% | 0.23% | -11.3% |
| MRK | Buy | MERCK & CO INC COMstock | $442,000 | +133.9% | 5,316 | +115.0% | 0.23% | +83.1% |
| V | Buy | VISA INC COM CL Astock | $433,000 | +64.0% | 2,772 | +38.3% | 0.22% | +27.6% |
| MMP | Buy | MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LPstock | $432,000 | +7.7% | 7,120 | +1.4% | 0.22% | -15.9% |
| ADI | Buy | ANALOG DEVICES INC COMstock | $430,000 | +24.3% | 4,084 | +1.3% | 0.22% | -3.1% |
| CMI | Buy | CUMMINS INC COMstock | $425,000 | +32.8% | 2,695 | +12.5% | 0.22% | +3.3% |
| MMM | Buy | 3M CO COMstock | $412,000 | +21.9% | 1,981 | +65.2% | 0.21% | -5.0% |
| ACWI | Buy | ISHARES MSCI ACWI INDEX FUNDetf | $407,000 | +667.9% | 5,647 | +586.1% | 0.21% | +497.1% |
| IWD | Buy | ISHARES RUSSELL 1000 VALUE ETFetf | $400,000 | +16.3% | 3,240 | +4.4% | 0.20% | -9.3% |
| HD | Buy | HOME DEPOT INC COMstock | $389,000 | +47.9% | 2,029 | +32.5% | 0.20% | +15.6% |
| XSOE | Buy | WISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUNDetf | $387,000 | +119.9% | 13,429 | +94.7% | 0.20% | +71.6% |
| DON | Buy | WISDOMTREE U.S. MIDCAP DIVIDEND FUNDetf | $385,000 | +34.6% | 10,766 | +19.1% | 0.20% | +4.8% |
| DGS | Buy | WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUNDetf | $380,000 | +59.0% | 8,069 | +41.5% | 0.20% | +24.2% |
| ITA | Buy | ISHARES U.S. AEROSPACE & DEFENSE ETFetf | $379,000 | +32.1% | 1,898 | +14.4% | 0.19% | +2.6% |
| NKE | Buy | NIKE INC CL Bstock | $377,000 | +63.2% | 4,480 | +43.6% | 0.19% | +27.0% |
| MDT | Buy | MEDTRONIC PLC SHSstock | $376,000 | +3.3% | 4,129 | +3.1% | 0.19% | -19.2% |
| VER | Buy | VEREIT INC COMreit | $372,000 | +58.3% | 44,385 | +32.6% | 0.19% | +23.2% |
| RWL | Buy | OPPENHEIMER S&P 500 REVENUE ETFetf | $368,000 | +55.3% | 7,145 | +40.5% | 0.19% | +21.2% |
| TGT | Buy | TARGET CORP COMstock | $364,000 | +27.7% | 4,530 | +5.2% | 0.19% | -0.5% |
| MET | Buy | METLIFE INC COMstock | $360,000 | +10.8% | 8,451 | +6.8% | 0.18% | -13.6% |
| UTX | Buy | UNITED TECHNOLOGIES CORP COMstock | $358,000 | +33.6% | 2,782 | +10.6% | 0.18% | +4.5% |
| DES | Buy | WISDOMTREE U.S. SMALLCAP DIVIDEND FUNDetf | $349,000 | +49.8% | 12,674 | +33.4% | 0.18% | +17.0% |
| SPLG | Buy | SPDR PORTFOLIO LARGE CAP ETFetf | $342,000 | +197.4% | 10,293 | +161.4% | 0.18% | +130.3% |
| PBCT | Buy | PEOPLES UTD FINL INC COMstock | $339,000 | +60.7% | 20,642 | +40.9% | 0.17% | +25.2% |
| SPIB | Buy | SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETFetf | $340,000 | +108.6% | 9,958 | +101.9% | 0.17% | +62.6% |
| AMGN | Buy | AMGEN INC COMstock | $339,000 | -0.9% | 1,786 | +1.5% | 0.17% | -22.7% |
| HIFS | New | HINGHAM INSTN SVGS MASS COMstock | $337,000 | – | 1,959 | +100.0% | 0.17% | – |
| IVV | Buy | ISHARES CORE S&P 500 ETFetf | $336,000 | +37.1% | 1,182 | +21.4% | 0.17% | +6.8% |
| EPD | Buy | ENTERPRISE PRODS PARTNERS L P COMstock | $334,000 | +18.4% | 11,484 | +0.2% | 0.17% | -8.1% |
| VXUS | Buy | VANGUARD TOTAL INTERNATIONAL STOCK ETFetf | $333,000 | +55.6% | 6,416 | +41.8% | 0.17% | +21.3% |
| JLS | Buy | NUVEEN MTG OPPORTUNITY TERM FD COMcef | $329,000 | +15.4% | 14,123 | +10.3% | 0.17% | -10.1% |
| WFHY | Buy | WISDOMTREE FUNDAMENTAL U.S. HIGH YIELD CORPORATE BOND FUNDetf | $323,000 | +84.6% | 6,353 | +72.1% | 0.17% | +44.3% |
| R | Buy | RYDER SYS INC COMstock | $319,000 | +593.5% | 5,138 | +433.5% | 0.16% | +446.7% |
| BIDU | Buy | BAIDU INC SPON ADR REP Aadr | $316,000 | +255.1% | 1,916 | +242.1% | 0.16% | +174.6% |
| DLS | Buy | WISDOMTREE INTERNATIONAL SMALLCAP DIVIDEND FUNDetf | $314,000 | +46.0% | 4,771 | +33.7% | 0.16% | +14.2% |
| MOAT | Buy | VANECK VECTORS MORNINGSTAR WIDE MOAT ETFetf | $310,000 | +14.4% | 6,636 | +0.9% | 0.16% | -10.7% |
| VB | Buy | VANGUARD SMALL-CAP INDEX FUNDetf | $307,000 | +19.5% | 2,010 | +3.2% | 0.16% | -7.1% |
| IEFA | Buy | ISHARES CORE MSCI EAFE ETFetf | $306,000 | +1812.5% | 5,033 | +1659.8% | 0.16% | +1327.3% |
| IAT | Buy | ISHARES U.S. REGIONAL BANKS ETFetf | $304,000 | +10.1% | 7,039 | +1.7% | 0.16% | -14.3% |
| FVD | Buy | FIRST TRUST VALUE LINE DIVIDEND INDEX FUNDetf | $299,000 | +17.7% | 9,197 | +5.2% | 0.15% | -8.4% |
| VWO | Buy | VANGUARD FTSE EMERGING MARKETS ETFetf | $297,000 | +33.2% | 6,988 | +19.2% | 0.15% | +3.4% |
| ABBV | Buy | ABBVIE INC COMstock | $296,000 | +31.6% | 3,674 | +50.5% | 0.15% | +2.7% |
| SPMB | Buy | SPDR BLOOMBERG BARCLAYS MORTGAGE BACKED BOND ETFetf | $294,000 | +89.7% | 11,394 | +86.9% | 0.15% | +48.0% |
| TXN | Buy | TEXAS INSTRS INC COMstock | $293,000 | +13.6% | 2,760 | +1.1% | 0.15% | -11.8% |
| CMA | Buy | COMERICA INC COMstock | $288,000 | +8.3% | 3,927 | +1.3% | 0.15% | -15.4% |
| ILPT | Buy | INDUSTRIAL LOGISTICS PPTYS TR COM SHS BEN INTreit | $285,000 | +6.7% | 14,152 | +4.2% | 0.15% | -17.0% |
| MU | Buy | MICRON TECHNOLOGY INC COMstock | $283,000 | +82.6% | 6,856 | +39.9% | 0.14% | +42.2% |
| SPDW | Buy | SPDR PORTFOLIO DEVELOPED WORLD EX-US ETFetf | $276,000 | +12.7% | 9,462 | +2.0% | 0.14% | -11.8% |
| WBA | Buy | WALGREENS BOOTS ALLIANCE INC COMstock | $272,000 | +24.8% | 4,296 | +34.5% | 0.14% | -2.1% |
| MJ | Buy | ETFMG ALTERNATIVE HARVEST ETFetf | $267,000 | +66.9% | 7,328 | +14.1% | 0.14% | +30.5% |
| BSX | Buy | BOSTON SCIENTIFIC CORP COMstock | $263,000 | +11.9% | 6,840 | +2.9% | 0.14% | -12.9% |
| KMB | Buy | KIMBERLY CLARK CORP COMstock | $253,000 | +261.4% | 2,041 | +232.4% | 0.13% | +182.6% |
| NTC | Buy | NUVEEN CONNECTICUT QLTY MUN FD COMcef | $254,000 | +19.2% | 21,051 | +11.1% | 0.13% | -7.1% |
| FLOT | Buy | ISHARES FLOATING RATE BOND ETFetf | $242,000 | +18.0% | 4,748 | +16.5% | 0.12% | -8.1% |
| COST | Buy | COSTCO WHSL CORP NEW COMstock | $241,000 | +121.1% | 995 | +86.7% | 0.12% | +72.2% |
| VYM | Buy | VANGUARD HIGH DIVIDEND YIELD ETFetf | $240,000 | +130.8% | 2,804 | +109.9% | 0.12% | +80.9% |
| USMV | Buy | ISHARES EDGE MSCI MIN VOL USA ETFetf | $240,000 | +1746.2% | 4,087 | +1581.9% | 0.12% | +1266.7% |
| XLF | Buy | FINANCIAL SELECT SECTOR SPDR FUNDetf | $237,000 | +25.4% | 9,227 | +16.2% | 0.12% | -1.6% |
| RWK | Buy | OPPENHEIMER S&P MIDCAP 400 REVENUE ETFetf | $235,000 | +26.3% | 3,980 | +9.6% | 0.12% | -0.8% |
| MTUM | Buy | ISHARES EDGE MSCI USA MOMENTUM FACTOR ETFetf | $233,000 | +71.3% | 2,078 | +53.4% | 0.12% | +34.8% |
| QUAL | Buy | ISHARES EDGE MSCI USA QUALITY FACTOR ETFetf | $234,000 | +387.5% | 2,642 | +320.7% | 0.12% | +275.0% |
| GILD | Buy | GILEAD SCIENCES INC COMstock | $234,000 | +9.9% | 3,598 | +5.9% | 0.12% | -14.3% |
| IJH | Buy | ISHARES S&P MIDCAP FUNDetf | $228,000 | +16.9% | 1,207 | +3.0% | 0.12% | -8.6% |
| SBUX | Buy | STARBUCKS CORP COMstock | $225,000 | +226.1% | 3,024 | +181.3% | 0.12% | +155.6% |
| IIPR | Buy | INNOVATIVE INDL PPTYS INC COMreit | $224,000 | +80.6% | 2,743 | +0.4% | 0.12% | +40.2% |
| CMCSA | Buy | COMCAST CORP NEW CL Astock | $224,000 | +71.0% | 5,625 | +46.1% | 0.12% | +33.7% |
| FHLC | Buy | FIDELITY MSCI HEALTH CARE INDEX ETFetf | $223,000 | +25.3% | 5,007 | +16.4% | 0.11% | -2.6% |
| USFR | Buy | WISDOMTREE FLOATING RATE TREASURY FUNDetf | $222,000 | +94.7% | 8,838 | +95.2% | 0.11% | +52.0% |
| DFJ | Buy | WISDOMTREE JAPAN SMALLCAP DIVIDEND FUNDetf | $221,000 | +32.3% | 3,237 | +25.1% | 0.11% | +2.7% |
| SCHF | Buy | SCHWAB INTERNATIONAL EQUITY ETFetf | $219,000 | +22.3% | 7,010 | +11.3% | 0.11% | -5.1% |
| DOG | Buy | PROSHARES SHORT DOW 30etf | $217,000 | +2.8% | 3,946 | +14.5% | 0.11% | -20.1% |
| CRM | Buy | SALESFORCE COM INC COMstock | $212,000 | +657.1% | 1,340 | +560.1% | 0.11% | +505.6% |
| BNDX | Buy | VANGUARD TOTAL INTERNATIONAL BOND ETFetf | $213,000 | +8.7% | 3,813 | +5.4% | 0.11% | -15.5% |
| ITOT | Buy | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETFetf | $211,000 | +904.8% | 3,271 | +781.7% | 0.11% | +671.4% |
| QLTA | Buy | ISHARES AAA - A RATED CORPORATE BOND ETFetf | $211,000 | +305.8% | 4,039 | +288.7% | 0.11% | +217.6% |
| PZA | Buy | INVESCO NATIONAL AMT-FREE MUNICIPAL BOND ETFetf | $204,000 | +7.9% | 7,935 | +5.1% | 0.10% | -15.3% |
| DVY | Buy | ISHARES SELECT DIVIDEND ETFetf | $200,000 | +19.0% | 2,035 | +8.4% | 0.10% | -7.2% |
| CSX | Buy | CSX CORP COMstock | $199,000 | +20.6% | 2,664 | +0.1% | 0.10% | -6.4% |
| XLK | Buy | TECHNOLOGY SELECT SECTOR SPDR FUNDetf | $195,000 | +22.6% | 2,646 | +3.0% | 0.10% | -4.8% |
| F | Buy | FORD MTR CO DEL COMstock | $190,000 | +38.7% | 21,645 | +21.1% | 0.10% | +7.8% |
| DSL | Buy | DOUBLELINE INCOME SOLUTIONS FD COMcef | $190,000 | +22.6% | 9,559 | +7.0% | 0.10% | -4.9% |
| RESE | Buy | WISDOMTREE EMERGING MARKETS DIVIDEND FUNDetf | $189,000 | +166.2% | 6,022 | +143.2% | 0.10% | +106.4% |
| WEC | Buy | WEC ENERGY GROUP INC COMstock | $189,000 | +16.7% | 2,392 | +2.3% | 0.10% | -9.3% |
| EFA | Buy | ISHARES MSCI EAFE ETFetf | $190,000 | +31.0% | 2,935 | +18.7% | 0.10% | +2.1% |
| VBR | Buy | VANGUARD SMALL-CAP VALUE INDEX FUNDetf | $188,000 | +17.5% | 1,464 | +4.4% | 0.10% | -8.6% |
| IWN | Buy | ISHARES RUSSELL 2000 VALUE ETFetf | $188,000 | +16.8% | 1,571 | +4.8% | 0.10% | -9.4% |
| BX | Buy | BLACKSTONE GROUP L P COM UNIT LTDstock | $186,000 | +1450.0% | 5,330 | +1232.5% | 0.10% | +1087.5% |
| GOVT | Buy | ISHARES U.S. TREASURY BOND ETFetf | $184,000 | +192.1% | 7,294 | +186.3% | 0.09% | +129.3% |
| CGC | Buy | CANOPY GROWTH CORP COMstock | $183,000 | +61.9% | 4,230 | +0.4% | 0.09% | +27.0% |
| ENB | Buy | ENBRIDGE INC COMstock | $184,000 | +55.9% | 5,076 | +33.6% | 0.09% | +20.5% |
| CI | Buy | CIGNA CORP NEW COMstock | $182,000 | +122.0% | 1,147 | +166.1% | 0.09% | +72.2% |
| QCOM | Buy | QUALCOMM INC COMstock | $181,000 | +84.7% | 3,169 | +84.0% | 0.09% | +45.3% |
| CVX | Buy | CHEVRON CORP NEW COMstock | $182,000 | +75.0% | 1,476 | +54.9% | 0.09% | +36.8% |
| VUG | Buy | VANGUARD GROWTH INDEX FUNDetf | $180,000 | +757.1% | 1,151 | +647.4% | 0.09% | +557.1% |
| GOOGL | Buy | ALPHABET INC CAP STK CL Astock | $171,000 | +48.7% | 145 | +31.8% | 0.09% | +15.8% |
| ES | Buy | EVERSOURCE ENERGY COMstock | $170,000 | +11.1% | 2,397 | +2.2% | 0.09% | -13.9% |
| TDIV | Buy | FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUNDetf | $167,000 | +46.5% | 4,368 | +27.5% | 0.09% | +14.7% |
| WPC | Buy | W P CAREY INC COMreit | $167,000 | +26.5% | 2,129 | +5.0% | 0.09% | -1.1% |
| GS | Buy | GOLDMAN SACHS GROUP INC COMstock | $168,000 | +24.4% | 875 | +7.9% | 0.09% | -3.4% |
| FMHI | New | FIRST TRUST MUNICIPAL HIGH INCOME ETFetf | $165,000 | – | 3,223 | +100.0% | 0.08% | – |
| ADBE | Buy | ADOBE INC COMstock | $161,000 | +22.9% | 603 | +4.0% | 0.08% | -3.5% |
| OPI | New | OFFICE PPTYS INCOME TR COM SHS BEN INTreit | $160,000 | – | 5,740 | +100.0% | 0.08% | – |
| PM | Buy | PHILIP MORRIS INTL INC COMstock | $159,000 | +189.1% | 1,797 | +118.1% | 0.08% | +127.8% |
| JMT | Buy | NUVEEN MTG OPPTY TERM FD 2 COMcef | $159,000 | +12.0% | 7,069 | +9.3% | 0.08% | -11.8% |
| Buy | APTOSE BIOSCIENCES INC COM NEWstock | $158,000 | +43.6% | 78,829 | +37.3% | 0.08% | +12.5% | |
| TJX | Buy | TJX COS INC NEW COMstock | $155,000 | +25.0% | 2,910 | +5.0% | 0.08% | -2.4% |
| SDY | Buy | SPDR S&P DIVIDEND ETFetf | $153,000 | +88.9% | 1,537 | +69.6% | 0.08% | +47.2% |
| HNDL | Buy | STRATEGY SHARES NASDAQ 7HANDL INDEX ETFetf | $153,000 | +47.1% | 6,450 | +37.2% | 0.08% | +14.7% |
| RWJ | Buy | OPPENHEIMER S&P SMALLCAP 600 REVENUE ETFetf | $151,000 | +24.8% | 2,313 | +9.6% | 0.08% | -3.8% |
| ELD | Buy | WISDOMTREE EMERGING MARKETS LOCAL DEBT FUNDetf | $148,000 | +31.0% | 4,326 | +28.2% | 0.08% | +2.7% |
| WFC | Buy | WELLS FARGO CO NEW COMstock | $143,000 | +120.0% | 2,966 | +111.1% | 0.07% | +69.8% |
| ABT | Buy | ABBOTT LABS COMstock | $142,000 | +56.0% | 1,775 | +41.7% | 0.07% | +21.7% |
| DEEF | Buy | X-TRACKERS FTSE DEVELOPED EX US COMPREHENSIVE FACTOR ETFetf | $140,000 | +137.3% | 5,090 | +115.3% | 0.07% | +84.6% |
| EMR | Buy | EMERSON ELEC CO COMstock | $141,000 | +147.4% | 2,065 | +116.7% | 0.07% | +89.5% |
| UTF | Buy | COHEN & STEERS INFRASTRUCTURE COMcef | $138,000 | +55.1% | 5,634 | +24.7% | 0.07% | +20.3% |
| UPS | Buy | UNITED PARCEL SERVICE INC CL Bstock | $138,000 | +15.0% | 1,236 | +0.6% | 0.07% | -10.1% |
| BOUT | New | INNOVATOR IBD BREAKOUT OPPORTUNITIES ETFetf | $137,000 | – | 6,800 | +100.0% | 0.07% | – |
| DTN | Buy | WISDOMTREE U.S. DIVIDEND EX-FINANCIALS FUNDetf | $135,000 | +43.6% | 1,579 | +29.6% | 0.07% | +11.3% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DEL CL B NEWstock | $134,000 | +116.1% | 668 | +118.3% | 0.07% | +68.3% |
| EMB | Buy | ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETFetf | $132,000 | +473.9% | 1,198 | +447.0% | 0.07% | +353.3% |
| IBB | Buy | ISHARES NASDAQ BIOTECHNOLOGY INDEX FUNDetf | $132,000 | +207.0% | 1,183 | +164.1% | 0.07% | +142.9% |
| MEAR | Buy | ISHARES SHORT MATURITY MUNICIPAL BOND ETFetf | $132,000 | +32.0% | 2,645 | +32.2% | 0.07% | +3.0% |
| SMLV | Buy | SPDR SSGA US SMALL CAP LOW VOLATILITY INDEX ETFetf | $132,000 | +34.7% | 1,448 | +22.4% | 0.07% | +6.2% |
| SHAG | Buy | WISDOMTREE YIELD ENHANCED U.S. SHORT-TERM AGGREGATE BOND FUNDetf | $133,000 | +72.7% | 2,685 | +70.8% | 0.07% | +33.3% |
| XNTK | Buy | SPDR NYSE TECHNOLOGY ETFetf | $128,000 | +652.9% | 1,793 | +545.0% | 0.07% | +500.0% |
| COP | Buy | CONOCOPHILLIPS COMstock | $127,000 | +35.1% | 1,907 | +26.5% | 0.06% | +4.8% |
| QQQ | Buy | INVESCO QQQ TRUSTetf | $126,000 | +44.8% | 701 | +24.3% | 0.06% | +14.0% |
| ADP | Buy | AUTOMATIC DATA PROCESSING INC COMstock | $126,000 | +23.5% | 788 | +1.0% | 0.06% | -3.0% |
| THQ | Buy | TEKLA HEALTHCARE OPPORTUNIT FD SHScef | $125,000 | +5.9% | 7,099 | +0.8% | 0.06% | -17.9% |
| USB | Buy | US BANCORP DEL COM NEWstock | $122,000 | +9.9% | 2,539 | +4.3% | 0.06% | -13.7% |
| HUM | Buy | HUMANA INC COMstock | $122,000 | +13.0% | 459 | +21.4% | 0.06% | -11.3% |
| SPLB | Buy | SPDR PORTFOLIO LONG TERM CORPORATE BOND ETFetf | $121,000 | +706.7% | 4,447 | +655.0% | 0.06% | +520.0% |
| SPEM | Buy | SPDR PORTFOLIO EMERGING MARKETS ETFetf | $119,000 | +95.1% | 3,328 | +75.3% | 0.06% | +52.5% |
| D | Buy | DOMINION ENERGY INC COMstock | $116,000 | +103.5% | 1,518 | +90.0% | 0.06% | +57.9% |
| PDI | New | PIMCO DYNAMIC INCOME FD SHScef | $117,000 | – | 3,654 | +100.0% | 0.06% | – |
| IRM | Buy | IRON MTN INC NEW COMreit | $117,000 | +20.6% | 3,300 | +10.0% | 0.06% | -6.2% |
| MCK | New | MCKESSON CORP COMstock | $117,000 | – | 1,000 | +100.0% | 0.06% | – |
| CDC | Buy | VICTORYSHARES US EQ INCOME ENHANCED VOLATILITY WTD ETFetf | $116,000 | +45.0% | 2,608 | +37.4% | 0.06% | +13.2% |
| EZM | Buy | WISDOMTREE U.S. MIDCAP FUNDetf | $113,000 | +31.4% | 2,877 | +14.5% | 0.06% | +1.8% |
| DEM | Buy | WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUNDetf | $113,000 | +20.2% | 2,578 | +10.1% | 0.06% | -6.5% |
| PYPL | Buy | PAYPAL HLDGS INC COMstock | $112,000 | +69.7% | 1,082 | +37.3% | 0.06% | +32.6% |
| NEE | Buy | NEXTERA ENERGY INC COMstock | $111,000 | +141.3% | 576 | +116.5% | 0.06% | +90.0% |
| BSV | Buy | VANGUARD SHORT-TERM BOND INDEX FUNDetf | $110,000 | +1000.0% | 1,383 | +947.7% | 0.06% | +700.0% |
| C | Buy | CITIGROUP INC COM NEWstock | $110,000 | +587.5% | 1,769 | +474.4% | 0.06% | +409.1% |
| ET | Buy | ENERGY TRANSFER LP COM UT LTD PTNstock | $109,000 | +16.0% | 7,095 | +0.0% | 0.06% | -9.7% |
| FMB | New | FIRST TRUST MANAGED MUNICIPAL ETFetf | $110,000 | – | 2,036 | +100.0% | 0.06% | – |
| BABA | Buy | ALIBABA GROUP HLDG LTD SPONSORED ADSadr | $107,000 | +154.8% | 584 | +92.7% | 0.06% | +96.4% |
| AVK | Buy | ADVENT CLAYMORE CV SECS & INC COMcef | $105,000 | +41.9% | 7,126 | +20.8% | 0.05% | +10.2% |
| VTV | Buy | VANGUARD VALUE INDEX FUNDetf | $105,000 | +81.0% | 973 | +63.0% | 0.05% | +42.1% |
| LGLV | Buy | SPDR SSGA US LARGE CAP LOW VOLATILITY INDEX ETFetf | $103,000 | +390.5% | 1,019 | +337.3% | 0.05% | +278.6% |
| ON | New | ON SEMICONDUCTOR CORP COMstock | $103,000 | – | 5,000 | +100.0% | 0.05% | – |
| IDV | Buy | ISHARES INTERNATIONAL SELECT DIVIDEND ETFetf | $104,000 | +23.8% | 3,379 | +15.0% | 0.05% | -3.6% |
| LOW | Buy | LOWES COS INC COMstock | $102,000 | +30.8% | 933 | +10.5% | 0.05% | +2.0% |
| IVW | Buy | ISHARES S&P 500 GROWTH ETFetf | $101,000 | +320.8% | 589 | +277.6% | 0.05% | +225.0% |
| AGNC | Buy | AGNC INVT CORP COMreit | $97,000 | +12.8% | 5,372 | +10.2% | 0.05% | -12.3% |
| EMHY | Buy | ISHARES EMERGING MARKETS HIGH YIELD BOND FUNDetf | $97,000 | +29.3% | 2,064 | +21.8% | 0.05% | +2.0% |
| NLY | Buy | ANNALY CAP MGMT INC COMreit | $98,000 | +28.9% | 9,853 | +27.7% | 0.05% | 0.0% |
| DE | Buy | DEERE & CO COMstock | $98,000 | +145.0% | 613 | +127.9% | 0.05% | +92.3% |
| JNK | Buy | SPDR BLOOMBERG BARCLAYS HIGH YIELD BOND ETFetf | $96,000 | +21.5% | 2,665 | +13.6% | 0.05% | -5.8% |
| TROW | Buy | PRICE T ROWE GROUP INC COMstock | $95,000 | +331.8% | 946 | +300.8% | 0.05% | +250.0% |
| BIIB | Buy | BIOGEN INC COMstock | $94,000 | +56.7% | 398 | +99.0% | 0.05% | +23.1% |
| AMLP | Buy | ALERIAN MLP ETFetf | $93,000 | +24.0% | 9,283 | +8.4% | 0.05% | -2.0% |
| XLU | Buy | UTILITIES SELECT SECTOR SPDR FUNDetf | $93,000 | +82.4% | 1,592 | +64.8% | 0.05% | +41.2% |
| SYY | Buy | SYSCO CORP COMstock | $92,000 | +13.6% | 1,385 | +7.6% | 0.05% | -11.3% |
| PPG | Buy | PPG INDS INC COMstock | $91,000 | +11.0% | 803 | +0.4% | 0.05% | -13.0% |
| OEF | Buy | ISHARES S&P 100 ETFetf | $91,000 | +12.3% | 726 | +0.1% | 0.05% | -11.3% |
| PTC | Buy | PTC INC COMstock | $89,000 | +11.2% | 967 | +0.7% | 0.05% | -13.2% |
| IGSB | Buy | ISHARES SHORT-TERM CORPORATE BOND ETFetf | $88,000 | +17.3% | 1,657 | +14.0% | 0.04% | -8.2% |
| IXUS | Buy | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETFetf | $87,000 | +19.2% | 1,503 | +8.1% | 0.04% | -6.2% |
| SLB | Buy | SCHLUMBERGER LTD COMstock | $85,000 | +32.8% | 1,946 | +9.2% | 0.04% | +4.8% |
| IPKW | Buy | INVESCO INTERNATIONAL BUYBACK ACHIEVERSA ETFetf | $85,000 | +18.1% | 2,681 | +6.9% | 0.04% | -6.4% |
| NXPI | Buy | NXP SEMICONDUCTORS N V COMstock | $85,000 | – | 961 | +31933.3% | 0.04% | – |
| EXC | Buy | EXELON CORP COMstock | $84,000 | +90.9% | 1,672 | +72.5% | 0.04% | +48.3% |
| SCHX | Buy | SCHWAB U.S. LARGE-CAP ETFetf | $84,000 | +663.6% | 1,242 | +578.7% | 0.04% | +514.3% |
| EFAV | Buy | ISHARES EDGE MSCI MIN VOL EAFE ETFetf | $84,000 | +10.5% | 1,171 | +2.6% | 0.04% | -14.0% |
| VEU | Buy | VANGUARD FTSE ALL-WORLD EX US INDEX FUNDetf | $84,000 | +47.4% | 1,683 | +34.6% | 0.04% | +13.2% |
| RTN | Buy | RAYTHEON CO COM NEWstock | $83,000 | +38.3% | 457 | +16.9% | 0.04% | +10.3% |
| BOND | Buy | PIMCO ACTIVE BOND EXCHANGE-TRADED FUNDetf | $84,000 | +58.5% | 799 | +55.1% | 0.04% | +22.9% |
| TD | Buy | TORONTO DOMINION BK ONT COM NEWstock | $82,000 | +82.2% | 1,502 | +66.5% | 0.04% | +40.0% |
| BKLN | Buy | INVESCO SENIOR LOAN ETFetf | $82,000 | +15.5% | 3,620 | +10.7% | 0.04% | -10.6% |
| SPYV | Buy | SPDR PORTFOLIO S&P 500 VALUE ETFetf | $82,000 | +39.0% | 2,707 | +24.2% | 0.04% | +7.7% |
| DUK | Buy | DUKE ENERGY CORP NEW COM NEWstock | $80,000 | +100.0% | 887 | +91.2% | 0.04% | +57.7% |
| NBB | Buy | NUVEEN TAXABLE MUNICPL INCM FD COMcef | $78,000 | +25.8% | 3,800 | +18.8% | 0.04% | -2.4% |
| EXAS | Buy | EXACT SCIENCES CORP COMstock | $78,000 | +56.0% | 900 | +12.5% | 0.04% | +21.2% |
| PANW | New | PALO ALTO NETWORKS INC COMstock | $78,000 | – | 320 | +100.0% | 0.04% | – |
| PKO | New | PIMCO INCOME OPPORTUNITY FD COMcef | $78,000 | – | 2,929 | +100.0% | 0.04% | – |
| BIV | Buy | VANGUARD INTERMEDIATE-TERM BOND INDEX FUNDetf | $76,000 | +13.4% | 908 | +9.8% | 0.04% | -11.4% |
| CRON | Buy | CRONOS GROUP INC COMstock | $75,000 | +92.3% | 4,080 | +9.1% | 0.04% | +46.2% |
| SKYY | Buy | FIRST TRUST CLOUD COMPUTING ETFetf | $75,000 | +19.0% | 1,304 | +0.2% | 0.04% | -7.3% |
| VOE | Buy | VANGUARD MID-CAP VALUE INDEX FUNDetf | $72,000 | +28.6% | 665 | +12.9% | 0.04% | 0.0% |
| BMRN | Buy | BIOMARIN PHARMACEUTICAL INC COMstock | $72,000 | +41.2% | 809 | +34.8% | 0.04% | +8.8% |
| MDLZ | Buy | MONDELEZ INTL INC CL Astock | $72,000 | +33.3% | 1,436 | +6.1% | 0.04% | +2.8% |
| SWKS | New | SKYWORKS SOLUTIONS INC COMstock | $70,000 | – | 850 | +100.0% | 0.04% | – |
| VOT | Buy | VANGUARD MID-CAP GROWTH INDEX FUNDetf | $69,000 | +3350.0% | 483 | +2315.0% | 0.04% | +3400.0% |
| BDX | Buy | BECTON DICKINSON & CO COMstock | $69,000 | +11.3% | 278 | +1.8% | 0.04% | -14.6% |
| AWK | Buy | AMERICAN WTR WKS CO INC NEW COMstock | $68,000 | +385.7% | 650 | +333.3% | 0.04% | +288.9% |
| ONEY | Buy | SPDR RUSSELL 1000 YIELD FOCUS ETFetf | $69,000 | +46.8% | 990 | +31.5% | 0.04% | +12.9% |
| MMS | Buy | MAXIMUS INC COMstock | $68,000 | +9.7% | 960 | +0.1% | 0.04% | -14.6% |
| CL | Buy | COLGATE PALMOLIVE CO COMstock | $66,000 | +22.2% | 968 | +7.4% | 0.03% | -5.6% |
| ATVI | New | ACTIVISION BLIZZARD INC COMstock | $67,000 | – | 1,478 | +100.0% | 0.03% | – |
| NZF | Buy | NUVEEN MUNICIPAL CREDIT INC FD COM SH BEN INTcef | $66,000 | +26.9% | 4,358 | +13.2% | 0.03% | 0.0% |
| JMM | Buy | NUVEEN MULTI MKT INCOME FD COMcef | $67,000 | +4.7% | 9,407 | +0.1% | 0.03% | -19.0% |
| PEY | Buy | INVESCO HIGH YIELD EQUITY DIVIDEND ACHIEVERS ETFetf | $65,000 | +14.0% | 3,614 | +0.0% | 0.03% | -13.2% |
| TSLA | Buy | TESLA INC COMstock | $64,000 | +30.6% | 227 | +54.4% | 0.03% | +3.1% |
| YUMC | Buy | YUM CHINA HLDGS INC COMstock | $62,000 | +44.2% | 1,390 | +7.8% | 0.03% | +14.3% |
| PFL | Buy | PIMCO INCOME STRATEGY FUND COMcef | $62,000 | +24.0% | 5,371 | +16.8% | 0.03% | -3.0% |
| DEO | Buy | DIAGEO P L C SPON ADR NEWadr | $62,000 | +17.0% | 380 | +2.4% | 0.03% | -8.6% |
| EFG | New | ISHARES MSCI EAFE GROWTH ETFetf | $61,000 | – | 790 | +100.0% | 0.03% | – |
| SUN | Buy | SUNOCO LP COM UT REP LPstock | $60,000 | +57.9% | 1,916 | +37.8% | 0.03% | +24.0% |
| LQD | Buy | ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETFetf | $59,000 | +28.3% | 497 | +21.8% | 0.03% | 0.0% |
| CHD | Buy | CHURCH & DWIGHT INC COMstock | $58,000 | +20.8% | 815 | +10.9% | 0.03% | -6.2% |
| HDV | Buy | ISHARES CORE HIGH DIVIDEND ETFetf | $58,000 | +286.7% | 625 | +247.2% | 0.03% | +200.0% |
| SWM | New | SCHWEITZER-MAUDUIT INTL INC COMstock | $57,000 | – | 1,462 | +100.0% | 0.03% | – |
| ACB | New | AURORA CANNABIS INC COMstock | $57,000 | – | 6,300 | +100.0% | 0.03% | – |
| SUB | New | ISHARES SHORT-TERM NATIONAL MUNI BOND ETFetf | $54,000 | – | 509 | +100.0% | 0.03% | – |
| VCSH | Buy | VANGUARD SHORT-TERM CORPORATE BOND INDEX FUNDetf | $54,000 | +145.5% | 675 | +136.8% | 0.03% | +100.0% |
| SHYD | New | VANECK VECTORS SHORT HIGH-YIELD MUNICIPAL INDEX ETFetf | $55,000 | – | 2,213 | +100.0% | 0.03% | – |
| SPTL | Buy | SPDR PORTFOLIO LONG TERM TREASURY ETFetf | $52,000 | +57.6% | 1,431 | +51.4% | 0.03% | +22.7% |
| DEA | Buy | EASTERLY GOVT PPTYS INC COMreit | $52,000 | +15.6% | 2,901 | +1.0% | 0.03% | -10.0% |
| IVE | Buy | ISHARES S&P 500 VALUE ETFetf | $53,000 | +2550.0% | 466 | +3006.7% | 0.03% | +2600.0% |
| ROKU | Buy | ROKU INC COM CL Astock | $52,000 | +1633.3% | 800 | +700.0% | 0.03% | +1250.0% |
| VO | Buy | VANGUARD MID-CAP INDEX FUNDetf | $52,000 | +30.0% | 325 | +12.8% | 0.03% | +3.8% |
| ISRG | Buy | INTUITIVE SURGICAL INC COM NEWstock | $52,000 | +20.9% | 92 | +2.2% | 0.03% | -3.6% |
| VEEV | New | VEEVA SYS INC CL A COMstock | $51,000 | – | 400 | +100.0% | 0.03% | – |
| CHW | Buy | CALAMOS GBL DYN INCOME FUND COMcef | $50,000 | +22.0% | 6,311 | +0.2% | 0.03% | -3.7% |
| FAST | Buy | FASTENAL CO COMstock | $50,000 | +28.2% | 781 | +5.0% | 0.03% | 0.0% |
| IEUR | Buy | ISHARES CORE MSCI EUROPE ETFetf | $50,000 | +525.0% | 1,099 | +500.5% | 0.03% | +420.0% |
| DG | Buy | DOLLAR GEN CORP NEW COMstock | $50,000 | +22.0% | 416 | +8.9% | 0.03% | -3.7% |
| SPSM | Buy | SPDR PORTFOLIO SMALL CAP ETFetf | $51,000 | +27.5% | 1,676 | +11.4% | 0.03% | 0.0% |
| SCHO | New | SCHWAB SHORT-TERM U.S. TREASURY ETFetf | $49,000 | – | 971 | +100.0% | 0.02% | – |
| MS | Buy | MORGAN STANLEY COM NEWstock | $49,000 | +6.5% | 1,159 | +0.7% | 0.02% | -16.7% |
| HSY | Buy | HERSHEY CO COMstock | $48,000 | +33.3% | 417 | +25.2% | 0.02% | +4.2% |
| HYT | Buy | BLACKROCK CORPOR HI YLD FD INC COMcef | $46,000 | +58.6% | 4,477 | +41.1% | 0.02% | +26.3% |
| KALA | New | KALA PHARMACEUTICALS INC COMstock | $46,000 | – | 5,500 | +100.0% | 0.02% | – |
| WM | Buy | WASTE MGMT INC DEL COMstock | $47,000 | +27.0% | 456 | +9.9% | 0.02% | 0.0% |
| UNH | Buy | UNITEDHEALTH GROUP INC COMstock | $47,000 | +571.4% | 189 | +575.0% | 0.02% | +380.0% |
| ALGN | New | ALIGN TECHNOLOGY INC COMstock | $44,000 | – | 154 | +100.0% | 0.02% | – |
| EMLC | Buy | VANECK VECTORS J.P. MORGAN EM LOCAL CURRENCY BOND ETFetf | $45,000 | +150.0% | 1,348 | +146.9% | 0.02% | +91.7% |
| FDN | Buy | FIRST TRUST DOW JONES INTERNET INDEX FUNDetf | $45,000 | +55.2% | 321 | +28.9% | 0.02% | +21.1% |
| ORI | New | OLD REP INTL CORP COMstock | $43,000 | – | 2,060 | +100.0% | 0.02% | – |
| MUB | New | ISHARES NATIONAL MUNI BOND ETFetf | $43,000 | – | 388 | +100.0% | 0.02% | – |
| HYMB | Buy | SPDR NUVEEN S&P HIGH YIELD MUNICIPAL BOND ETFetf | $40,000 | +25.0% | 703 | +24.9% | 0.02% | 0.0% |
| EFV | Buy | ISHARES MSCI EAFE VALUE ETFetf | $41,000 | +10.8% | 848 | +3.2% | 0.02% | -12.5% |
| GIS | Buy | GENERAL MLS INC COMstock | $39,000 | +34.5% | 744 | +0.4% | 0.02% | +5.3% |
| ACIA | New | ACACIA COMMUNICATIONS INC COMstock | $39,000 | – | 675 | +100.0% | 0.02% | – |
| JBLU | Buy | JETBLUE AWYS CORP COMstock | $38,000 | +8.6% | 2,327 | +6.5% | 0.02% | -17.4% |
| FDX | Buy | FEDEX CORP COMstock | $38,000 | +3700.0% | 209 | +2885.7% | 0.02% | +1800.0% |
| VIOG | New | VANGUARD S&P SMALL-CAP 600 GROWTH ETFetf | $38,000 | – | 247 | +100.0% | 0.02% | – |
| GSLC | Buy | GOLDMAN SACHS ACTIVEBETA U.S. LARGE CAP EQUITY ETFetf | $37,000 | +54.2% | 647 | +33.1% | 0.02% | +18.8% |
| PFF | Buy | ISHARES PREFERRED AND INCOME SECURITIES ETFetf | $37,000 | +8.8% | 1,010 | +0.5% | 0.02% | -13.6% |
| CNI | Buy | CANADIAN NATL RY CO COMstock | $35,000 | +29.6% | 394 | +9.4% | 0.02% | 0.0% |
| FNX | New | FIRST TRUST MID CAP CORE ALPHADEX FUNDetf | $36,000 | – | 541 | +100.0% | 0.02% | – |
| BUD | Buy | ANHEUSER BUSCH INBEV SA/NV SPONSORED ADRadr | $36,000 | +63.6% | 432 | +30.1% | 0.02% | +28.6% |
| SHW | Buy | SHERWIN WILLIAMS CO COMstock | $36,000 | +20.0% | 84 | +10.5% | 0.02% | -10.0% |
| SPYG | Buy | SPDR PORTFOLIO S&P 500 GROWTH ETFetf | $36,000 | +227.3% | 966 | +181.6% | 0.02% | +157.1% |
| AIEQ | Buy | AI POWERED EQUITY ETFetf | $36,000 | +24.1% | 1,377 | +1.9% | 0.02% | -5.3% |
| TSS | New | TOTAL SYS SVCS INC COMstock | $33,000 | – | 345 | +100.0% | 0.02% | – |
| PPL | Buy | PPL CORP COMstock | $33,000 | +13.8% | 1,029 | +1.8% | 0.02% | -10.5% |
| CM | Buy | CDN IMPERIAL BK COMM TORONTO O COMstock | $33,000 | +10.0% | 417 | +4.2% | 0.02% | -15.0% |
| REM | Buy | ISHARES MORTGAGE REAL ESTATE ETFetf | $33,000 | +10.0% | 762 | +0.3% | 0.02% | -15.0% |
| EWU | Buy | ISHARES MSCI UNITED KINGDOM ETFetf | $34,000 | +30.8% | 1,024 | +16.5% | 0.02% | 0.0% |
| CTSH | Buy | COGNIZANT TECHNOLOGY SOLUTIONS CL Astock | $34,000 | +36.0% | 468 | +18.2% | 0.02% | +6.2% |
| VTIP | New | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETFetf | $34,000 | – | 700 | +100.0% | 0.02% | – |
| EOLS | Buy | EVOLUS INC COMstock | $34,000 | +183.3% | 1,500 | +50.0% | 0.02% | +112.5% |
| HIX | Buy | WESTERN ASSET HIGH INCM FD II COMcef | $31,000 | +72.2% | 4,774 | +52.7% | 0.02% | +33.3% |
| PSXP | Buy | PHILLIPS 66 PARTNERS LP COM UNIT REP INTstock | $31,000 | +138.5% | 600 | +100.0% | 0.02% | +77.8% |
| EWBC | Buy | EAST WEST BANCORP INC COMstock | $32,000 | +60.0% | 677 | +44.3% | 0.02% | +23.1% |
| GNTX | Buy | GENTEX CORP COMstock | $31,000 | +14.8% | 1,485 | +11.1% | 0.02% | -11.1% |
| ENLC | New | ENLINK MIDSTREAM LLC COM UNIT REP LTDstock | $31,000 | – | 2,436 | +100.0% | 0.02% | – |
| SCHA | Buy | SCHWAB U.S. SMALL-CAP ETFetf | $32,000 | +146.2% | 459 | +106.8% | 0.02% | +77.8% |
| NSC | Buy | NORFOLK SOUTHERN CORP COMstock | $32,000 | +45.5% | 170 | +13.3% | 0.02% | +14.3% |
| XLRE | Buy | REAL ESTATE SELECT SECTOR SPDR FUNDetf | $31,000 | +14.8% | 861 | +0.5% | 0.02% | -11.1% |
| PJP | Buy | INVESCO DYNAMIC PHARMACEUTICALS ETFetf | $29,000 | +70.6% | 442 | +58.4% | 0.02% | +36.4% |
| LIN | New | LINDE PLC COMstock | $29,000 | – | 164 | +100.0% | 0.02% | – |
| FNDE | Buy | SCHWAB FUNDAMENTAL EMERGING MARKETS LARGE COMPANY INDEX ETFetf | $30,000 | +30.4% | 1,090 | +23.4% | 0.02% | 0.0% |
| HACK | Buy | ETFMG PRIME CYBER SECURITY ETFetf | $30,000 | +36.4% | 752 | +15.7% | 0.02% | +7.1% |
| DTH | Buy | WISDOMTREE INTERNATIONAL HIGH DIVIDEND FUNDetf | $29,000 | +38.1% | 728 | +30.0% | 0.02% | +7.1% |
| COWZ | Buy | PACER US CASH COWS 100 ETFetf | $29,000 | +11.5% | 1,017 | +0.1% | 0.02% | -11.8% |
| ITW | Buy | ILLINOIS TOOL WKS INC COMstock | $29,000 | +20.8% | 203 | +8.0% | 0.02% | -6.2% |
| TRV | Buy | TRAVELERS COMPANIES INC COMstock | $30,000 | +25.0% | 216 | +5.9% | 0.02% | -6.2% |
| AGN | Buy | ALLERGAN PLC SHSstock | $27,000 | +2600.0% | 181 | +2162.5% | 0.01% | +1300.0% |
| DGRO | Buy | ISHARES CORE DIVIDEND GROWTH ETFetf | $28,000 | +12.0% | 770 | +0.5% | 0.01% | -12.5% |
| MCEF | New | FIRST TRUST MUNICIPAL CEF INCOME OPPORTUNITY ETFetf | $28,000 | – | 1,523 | +100.0% | 0.01% | – |
| TLT | Buy | ISHARES TRetf | $27,000 | +800.0% | 213 | +826.1% | 0.01% | +600.0% |
| SO | Buy | SOUTHERN CO COMstock | $27,000 | +80.0% | 532 | +55.6% | 0.01% | +40.0% |
| WY | Buy | WEYERHAEUSER CO COMstock | $26,000 | +18.2% | 997 | +0.8% | 0.01% | -7.1% |
| PAA | Buy | PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTNstock | $25,000 | +56.2% | 1,000 | +25.0% | 0.01% | +18.2% |
| XRAY | Buy | DENTSPLY SIRONA INC COMstock | $25,000 | +56.2% | 494 | +12.0% | 0.01% | +18.2% |
| SNX | Buy | SYNNEX CORP COMstock | $24,000 | +20.0% | 253 | +0.4% | 0.01% | -7.7% |
| EVLV | New | EVINE LIVE INC CL Astock | $24,000 | – | 52,000 | +100.0% | 0.01% | – |
| VHT | Buy | VANGUARD HEALTH CARE INDEX FUNDetf | $24,000 | +84.6% | 139 | +71.6% | 0.01% | +33.3% |
| IXJ | Buy | ISHARES GLOBAL HEALTHCARE ETFetf | $23,000 | +15.0% | 379 | +9.5% | 0.01% | -7.7% |
| IYH | Buy | ISHARES U.S. HEALTHCARE ETFetf | $23,000 | +666.7% | 116 | +673.3% | 0.01% | +500.0% |
| IPAC | Buy | ISHARES CORE MSCI PACIFIC ETFetf | $23,000 | +360.0% | 417 | +325.5% | 0.01% | +300.0% |
| SCHV | New | SCHWAB U.S. LARGE-CAP VALUE ETFetf | $23,000 | – | 428 | +100.0% | 0.01% | – |
| BIL | New | SPDR BLOOMBERG BARCLAYS 1-3 MONTH T-BILL ETFetf | $23,000 | – | 252 | +100.0% | 0.01% | – |
| LLY | Buy | LILLY ELI & CO COMstock | $24,000 | +33.3% | 184 | +16.5% | 0.01% | 0.0% |
| RWO | Buy | SPDR DOW JONES GLOBAL REAL ESTATE ETFetf | $24,000 | +14.3% | 488 | +2.5% | 0.01% | -14.3% |
| PSX | Buy | PHILLIPS 66 COMstock | $24,000 | +2300.0% | 252 | +2420.0% | 0.01% | +1100.0% |
| ABC | Buy | AMERISOURCEBERGEN CORP COMstock | $23,000 | +15.0% | 287 | +6.3% | 0.01% | -7.7% |
| LEN | New | LENNAR CORP CL Astock | $22,000 | – | 450 | +100.0% | 0.01% | – |
| SPMD | Buy | SPDR PORTFOLIO MID CAP ETFetf | $21,000 | +133.3% | 635 | +97.2% | 0.01% | +83.3% |
| ONCYF | Buy | ONCOLYTICS BIOTECH INC COM NEWstock | $22,000 | +10.0% | 11,600 | +5.0% | 0.01% | -15.4% |
| SIRI | Buy | SIRIUS XM HLDGS INC COMstock | $21,000 | -4.5% | 3,785 | +0.1% | 0.01% | -21.4% |
| DNKN | Buy | DUNKIN BRANDS GROUP INC COMstock | $22,000 | +37.5% | 288 | +18.5% | 0.01% | 0.0% |
| MLPX | Buy | GLOBAL X MLP & ENERGY INFRASTRUCTURE ETFetf | $22,000 | +37.5% | 1,639 | +11.1% | 0.01% | 0.0% |
| JFR | Buy | NUVEEN FLOATING RATE INCOME FD COMcef | $21,000 | +950.0% | 2,134 | +111.1% | 0.01% | +1000.0% |
| AER | Buy | AERCAP HOLDINGS NV SHSstock | $22,000 | +22.2% | 482 | +7.1% | 0.01% | -8.3% |
| AMAT | Buy | APPLIED MATLS INC COMstock | $22,000 | +69.2% | 560 | +44.7% | 0.01% | +22.2% |
| EFT | Buy | EATON VANCE FLTING RATE INC TR COMcef | $22,000 | 0.0% | 1,726 | +0.7% | 0.01% | -21.4% |
| HRB | Buy | BLOCK H & R INC COMstock | $22,000 | +4.8% | 900 | +8.4% | 0.01% | -21.4% |
| SPSB | Buy | SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETFetf | $21,000 | +110.0% | 678 | +94.8% | 0.01% | +57.1% |
| ED | Buy | CONSOLIDATED EDISON INC COMstock | $21,000 | +40.0% | 242 | +21.0% | 0.01% | +10.0% |
| WELL | Buy | WELLTOWER INC COMreit | $19,000 | +26.7% | 244 | +13.0% | 0.01% | 0.0% |
| ABR | New | ARBOR RLTY TR INC COMreit | $19,000 | – | 1,500 | +100.0% | 0.01% | – |
| CHTR | Buy | CHARTER COMMUNICATIONS INC NEW CL Astock | $20,000 | +66.7% | 57 | +32.6% | 0.01% | +25.0% |
| RMR | Buy | RMR GROUP INC CL Astock | $20,000 | +25.0% | 327 | +8.6% | 0.01% | -9.1% |
| WPX | Buy | WPX ENERGY INC COMstock | $20,000 | +66.7% | 1,536 | +39.6% | 0.01% | +25.0% |
| SJM | Buy | SMUCKER J M CO COM NEWstock | $19,000 | +26.7% | 161 | +2.5% | 0.01% | 0.0% |
| TXT | New | TEXTRON INC COMstock | $20,000 | – | 400 | +100.0% | 0.01% | – |
| KMI | Buy | KINDER MORGAN INC DEL COMstock | $19,000 | +72.7% | 961 | +35.5% | 0.01% | +42.9% |
| GSIE | Buy | GS ACTIVEBETA U.S. SMALL CAP EQUITY ETFetf | $19,000 | +72.7% | 591 | +31.6% | 0.01% | +42.9% |
| FDIS | New | FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETetf | $18,000 | – | 404 | +100.0% | 0.01% | – |
| TRN | Buy | TRINITY INDS INC COMstock | $17,000 | +13.3% | 789 | +5.2% | 0.01% | -10.0% |
| COKE | Buy | COCA COLA CONSOLIDATED INC COMstock | $17,000 | +88.9% | 60 | +20.0% | 0.01% | +50.0% |
| FIDU | New | FIDELITY MSCI INDUSTRIALS INDEX ETFetf | $17,000 | – | 453 | +100.0% | 0.01% | – |
| FMAT | New | FIDELITY MSCI MATERIALS INDEX ETFetf | $17,000 | – | 541 | +100.0% | 0.01% | – |
| PGF | Buy | INVESCO FINANCIAL PREFERRED ETFetf | $18,000 | +5.9% | 971 | +0.3% | 0.01% | -18.2% |
| FTEC | New | FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETFetf | $18,000 | – | 298 | +100.0% | 0.01% | – |
| FNCL | New | FIDELITY MSCI FINANCIALS INDEX ETFetf | $17,000 | – | 458 | +100.0% | 0.01% | – |
| VCR | Buy | VANGUARD CONSUMER DISCRETIONARY INDEX FUNDetf | $18,000 | +38.5% | 102 | +18.6% | 0.01% | 0.0% |
| DLR | Buy | DIGITAL RLTY TR INC COMreit | $17,000 | +13.3% | 144 | +0.7% | 0.01% | -10.0% |
| VPL | Buy | VANGUARD FTSE PACIFIC ETFetf | $17,000 | +54.5% | 265 | +45.6% | 0.01% | +28.6% |
| VXF | Buy | VANGUARD EXTENDED MARKET INDEX FUNDetf | $18,000 | +80.0% | 157 | +53.9% | 0.01% | +28.6% |
| BHF | Buy | BRIGHTHOUSE FINL INC COMstock | $18,000 | +28.6% | 505 | +13.0% | 0.01% | 0.0% |
| GDV | Buy | GABELLI DIVD & INCOME TR COMcef | $18,000 | +20.0% | 835 | +1.0% | 0.01% | -10.0% |
| FSTA | New | FIDELITY MSCI CONSUMER STAPLES INDEX ETFetf | $18,000 | – | 522 | +100.0% | 0.01% | – |
| XLC | New | COMMUNICATION SERVICES SELECT SECTOR SPDRA FUNDetf | $17,000 | – | 365 | +100.0% | 0.01% | – |
| LMT | Buy | LOCKHEED MARTIN CORP COMstock | $16,000 | +220.0% | 52 | +160.0% | 0.01% | +166.7% |
| STWD | Buy | STARWOOD PPTY TR INC COMreit | $16,000 | +77.8% | 711 | +59.4% | 0.01% | +33.3% |
| NVG | Buy | NUVEEN AMT FREE MUN CR INC FD COMcef | $15,000 | +114.3% | 1,000 | +100.0% | 0.01% | +60.0% |
| DELL | New | DELL TECHNOLOGIES INC CL Cstock | $16,000 | – | 275 | +100.0% | 0.01% | – |
| HF | Buy | HFF INC CL Astock | $15,000 | +50.0% | 312 | +4.0% | 0.01% | +14.3% |
| DHR | Buy | DANAHER CORPORATION COMstock | $16,000 | +100.0% | 120 | +53.8% | 0.01% | +60.0% |
| VRTX | Buy | VERTEX PHARMACEUTICALS INC COMstock | $15,000 | – | 81 | +3950.0% | 0.01% | – |
| QTEC | Buy | FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUNDetf | $16,000 | +77.8% | 193 | +47.3% | 0.01% | +33.3% |
| FXH | Buy | FIRST TRUST HEALTH CARE ALPHADEX FUNDetf | $15,000 | +87.5% | 192 | +57.4% | 0.01% | +60.0% |
| ACWV | New | ISHARES EDGE MSCI MIN VOL GLOBAL ETFetf | $15,000 | – | 173 | +100.0% | 0.01% | – |
| APC | Buy | ANADARKO PETE CORP COMstock | $16,000 | +6.7% | 345 | +3.9% | 0.01% | -20.0% |
| AOA | Buy | ISHARES S&P AGGRESSIVE ALLOCATION FUNDetf | $15,000 | +15.4% | 277 | +0.4% | 0.01% | -11.1% |
| IMTM | Buy | ISHARES EDGE MSCI INTL MOMENTUM FACTOR ETFetf | $15,000 | +275.0% | 508 | +223.6% | 0.01% | +166.7% |
| SSW | Buy | SEASPAN CORP SHSstock | $16,000 | +60.0% | 1,800 | +38.5% | 0.01% | +14.3% |
| CNQ | Buy | CANADIAN NAT RES LTD COMstock | $15,000 | +15.4% | 546 | +0.4% | 0.01% | -11.1% |
| MRO | Buy | MARATHON OIL CORP COMstock | $16,000 | +166.7% | 928 | +132.0% | 0.01% | +100.0% |
| IQDG | Buy | WISDOMTREE INTERNATIONAL QUALITY DIVIDEND GROWTH FUNDetf | $15,000 | +275.0% | 509 | +216.1% | 0.01% | +166.7% |
| AVNS | Buy | AVANOS MED INC COMstock | $13,000 | – | 307 | +4285.7% | 0.01% | – |
| SYMC | Buy | SYMANTEC CORP COMstock | $13,000 | +30.0% | 583 | +15.9% | 0.01% | 0.0% |
| CBT | Buy | CABOT CORP COMstock | $13,000 | 0.0% | 306 | +0.7% | 0.01% | -22.2% |
| MA | Buy | MASTERCARD INC CL Astock | $14,000 | +27.3% | 60 | +3.4% | 0.01% | 0.0% |
| CME | Buy | CME GROUP INC COM CL Astock | $14,000 | +40.0% | 85 | +57.4% | 0.01% | 0.0% |
| SCZ | Buy | ISHARES MSCI EAFE SMALL-CAP ETFetf | $13,000 | +225.0% | 232 | +172.9% | 0.01% | +133.3% |
| FFTY | Buy | INNOVATOR IBD 50 ETFetf | $13,000 | +116.7% | 400 | +100.0% | 0.01% | +75.0% |
| DMAC | New | DIAMEDICA THERAPEUTICS INC COM NEWstock | $14,000 | – | 3,000 | +100.0% | 0.01% | – |
| MRKR | New | MARKER THERAPEUTICS INC COMstock | $13,000 | – | 2,000 | +100.0% | 0.01% | – |
| KHC | Buy | KRAFT HEINZ CO COMstock | $14,000 | +16.7% | 427 | +52.5% | 0.01% | -12.5% |
| XYL | Buy | XYLEM INC COMstock | $13,000 | +18.2% | 168 | +4.3% | 0.01% | 0.0% |
| WAB | New | WABTEC CORP COMstock | $13,000 | – | 177 | +100.0% | 0.01% | – |
| IR | Buy | INGERSOLL-RAND PLC SHSstock | $13,000 | +116.7% | 117 | +74.6% | 0.01% | +75.0% |
| CSV | Buy | CARRIAGE SVCS INC COMstock | $13,000 | +30.0% | 654 | +0.2% | 0.01% | 0.0% |
| XLNX | Buy | XILINX INC COMstock | $14,000 | +55.6% | 110 | +4.8% | 0.01% | +16.7% |
| IQ | New | IQIYI INC SPONSORED ADSadr | $11,000 | – | 450 | +100.0% | 0.01% | – |
| FDC | Buy | FIRST DATA CORP NEW COM CL Astock | $12,000 | +71.4% | 450 | +10.0% | 0.01% | +20.0% |
| HYD | New | VANECK VECTORS HIGH-YIELD MUNICIPAL INDEX ETFetf | $12,000 | – | 194 | +100.0% | 0.01% | – |
| SU | Buy | SUNCOR ENERGY INC NEW COMstock | $12,000 | +100.0% | 371 | +70.2% | 0.01% | +50.0% |
| VMW | Buy | VMWARE INC CL A COMstock | $11,000 | +57.1% | 63 | +26.0% | 0.01% | +20.0% |
| AEP | Buy | AMERICAN ELEC PWR CO INC COMstock | $12,000 | +20.0% | 140 | +6.1% | 0.01% | -14.3% |
| SJNK | Buy | SPDR BLOOMBERG BARCLAYS SHORT TERM HIGH YIELD BOND ETFetf | $11,000 | +22.2% | 403 | +14.5% | 0.01% | 0.0% |
| TDC | Buy | TERADATA CORP DEL COMstock | $11,000 | +37.5% | 254 | +27.0% | 0.01% | +20.0% |
| MAIN | Buy | MAIN STREET CAPITAL CORP COMcef | $12,000 | +9.1% | 316 | +1.0% | 0.01% | -14.3% |
| BGS | Buy | B & G FOODS INC NEW COMstock | $12,000 | +9.1% | 473 | +29.2% | 0.01% | -14.3% |
| OHI | Buy | OMEGA HEALTHCARE INVS INC COMreit | $12,000 | +9.1% | 326 | +0.6% | 0.01% | -14.3% |
| ALB | Buy | ALBEMARLE CORP COMstock | $12,000 | 0.0% | 151 | +0.7% | 0.01% | -25.0% |
| MSI | Buy | MOTOROLA SOLUTIONS INC COM NEWstock | $12,000 | +500.0% | 83 | +492.9% | 0.01% | +500.0% |
| GWX | Buy | SPDR S&P INTERNATIONAL SMALL CAP ETFetf | $11,000 | +22.2% | 361 | +15.0% | 0.01% | 0.0% |
| GER | Buy | GOLDMAN SACHS MLP ENERGY RENAI COMcef | $12,000 | +33.3% | 2,119 | +2.3% | 0.01% | 0.0% |
| MRVL | Buy | MARVELL TECHNOLOGY GROUP LTD ORDstock | $12,000 | +20.0% | 606 | +0.3% | 0.01% | -14.3% |
| WRK | Buy | WESTROCK CO COMstock | $10,000 | 0.0% | 263 | +1.2% | 0.01% | -28.6% |
| EBAY | Buy | EBAY INC COMstock | $9,000 | +125.0% | 238 | +48.8% | 0.01% | +66.7% |
| SPIP | Buy | SPDR BLOOMBERG BARCLAYS TIPS ETFetf | $10,000 | +25.0% | 173 | +16.9% | 0.01% | 0.0% |
| MTN | Buy | VAIL RESORTS INC COMstock | $10,000 | +66.7% | 45 | +50.0% | 0.01% | +25.0% |
| TEF | Buy | TELEFONICA S A SPONSORED ADRadr | $9,000 | 0.0% | 1,088 | +0.6% | 0.01% | -16.7% |
| VMBS | Buy | VANGUARD MORTGAGE-BACKED SECURITIES ETFetf | $9,000 | +125.0% | 169 | +122.4% | 0.01% | +66.7% |
| TWTR | Buy | TWITTER INC COMstock | $10,000 | +233.3% | 301 | +201.0% | 0.01% | +150.0% |
| TEL | Buy | TE CONNECTIVITY LTD REG SHSstock | $9,000 | +12.5% | 106 | +1.0% | 0.01% | 0.0% |
| CNC | Buy | CENTENE CORP DEL COMstock | $9,000 | 0.0% | 168 | +124.0% | 0.01% | -16.7% |
| ARDC | Buy | ARES DYNAMIC CR ALLOCATION FD COMcef | $10,000 | +66.7% | 656 | +61.6% | 0.01% | +25.0% |
| CVE | New | CENOVUS ENERGY INC COMstock | $10,000 | – | 1,100 | +100.0% | 0.01% | – |
| CNP | Buy | CENTERPOINT ENERGY INC COMstock | $9,000 | +28.6% | 277 | +5.7% | 0.01% | 0.0% |
| ECA | Buy | ENCANA CORP COMstock | $9,000 | +800.0% | 1,206 | +1106.0% | 0.01% | +400.0% |
| PKW | New | INVESCO BUYBACK ACHIEVERS ETFetf | $10,000 | – | 161 | +100.0% | 0.01% | – |
| WYNN | Buy | WYNN RESORTS LTD COMstock | $10,000 | +400.0% | 85 | +240.0% | 0.01% | +400.0% |
| RNP | New | COHEN & STEERS REIT & PFD INCM COMcef | $10,000 | – | 500 | +100.0% | 0.01% | – |
| IEO | Buy | ISHARES U.S. OIL & GAS EXPLORATION & PRODUCTION ETFetf | $10,000 | +100.0% | 180 | +80.0% | 0.01% | +66.7% |
| ACWX | New | ISHARES MSCI ACWI EX US INDEX FUNDetf | $10,000 | – | 212 | +100.0% | 0.01% | – |
| VBK | Buy | VANGUARD SMALL-CAP GROWTH INDEX FUNDetf | $9,000 | +350.0% | 51 | +240.0% | 0.01% | +400.0% |
| ICE | New | INTERCONTINENTAL EXCHANGE INC COMstock | $10,000 | – | 131 | +100.0% | 0.01% | – |
| GRUB | Buy | GRUBHUB INC COMstock | $10,000 | +25.0% | 150 | +50.0% | 0.01% | 0.0% |
| MDYV | Buy | SPDR S&P 400 MID CAP VALUE ETFetf | $10,000 | +233.3% | 200 | +177.8% | 0.01% | +150.0% |
| CBOE | Buy | CBOE GLOBAL MARKETS INC COMstock | $9,000 | +125.0% | 98 | +133.3% | 0.01% | +66.7% |
| EXPD | Buy | EXPEDITORS INTL WASH INC COMstock | $9,000 | +50.0% | 120 | +30.4% | 0.01% | +25.0% |
| PUK | Buy | PRUDENTIAL PLC ADRadr | $7,000 | – | 180 | +100.0% | 0.00% | – |
| MFA | Buy | MFA FINL INC COMreit | $8,000 | +166.7% | 1,100 | +120.0% | 0.00% | +100.0% |
| DXJ | Buy | WISDOMTREE JAPAN HEDGED EQUITY FUNDetf | $8,000 | +33.3% | 156 | +23.8% | 0.00% | 0.0% |
| BAX | New | BAXTER INTL INC COMstock | $7,000 | – | 82 | +100.0% | 0.00% | – |
| EVA | New | ENVIVA PARTNERS LP COM UNITstock | $8,000 | – | 250 | +100.0% | 0.00% | – |
| GLW | Buy | CORNING INC COMstock | $8,000 | +14.3% | 270 | +22.7% | 0.00% | -20.0% |
| REZI | New | RESIDEO TECHNOLOGIES INC COMstock | $8,000 | – | 401 | +100.0% | 0.00% | – |
| MPC | Buy | MARATHON PETE CORP COMstock | $8,000 | +300.0% | 128 | +287.9% | 0.00% | +300.0% |
| ACN | Buy | ACCENTURE PLC IRELAND SHS CLASS Astock | $7,000 | +75.0% | 40 | +48.1% | 0.00% | +33.3% |
| TLRY | New | TILRAY INC COM CL 2stock | $7,000 | – | 100 | +100.0% | 0.00% | – |
| TAK | New | TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADSadr | $7,000 | – | 331 | +100.0% | 0.00% | – |
| AZRX | New | AZURRX BIOPHARMA INC COMstock | $8,000 | – | 3,100 | +100.0% | 0.00% | – |
| SPOT | Buy | SPOTIFY TECHNOLOGY S A SHSstock | $7,000 | +16.7% | 54 | +8.0% | 0.00% | 0.0% |
| MKC | Buy | MCCORMICK & CO INC COM NON VTGstock | $7,000 | +133.3% | 47 | +135.0% | 0.00% | +100.0% |
| ONTX | New | ONCONOVA THERAPEUTICS INC COM PARstock | $7,000 | – | 2,000 | +100.0% | 0.00% | – |
| NVS | Buy | NOVARTIS A G SPONSORED ADRadr | $8,000 | +166.7% | 84 | +180.0% | 0.00% | +100.0% |
| ADSK | Buy | AUTODESK INC COMstock | $7,000 | – | 46 | +100.0% | 0.00% | – |
| AZN | Buy | ASTRAZENECA PLC SPONSORED ADRadr | $7,000 | – | 170 | +100.0% | 0.00% | – |
| RRC | New | RANGE RES CORP COMstock | $7,000 | – | 600 | +100.0% | 0.00% | – |
| PLD | New | PROLOGIS INC COMreit | $8,000 | – | 117 | +100.0% | 0.00% | – |
| ACA | New | ARCOSA INC COMstock | $8,000 | – | 257 | +100.0% | 0.00% | – |
| AABA | Buy | ALTABA INC COMcef | $8,000 | +33.3% | 104 | +4.0% | 0.00% | 0.0% |
| VOD | Buy | VODAFONE GROUP PLC NEW SPONSORED ADRadr | $8,000 | +33.3% | 455 | +54.2% | 0.00% | 0.0% |
| CTXS | Buy | CITRIX SYS INC COMstock | $8,000 | +33.3% | 83 | +48.2% | 0.00% | 0.0% |
| VBFC | New | VILLAGE FARMS INTL INC COMstock | $7,000 | – | 500 | +100.0% | 0.00% | – |
| JSD | Buy | NUVEEN SHT DUR CR OPP FD COMcef | $8,000 | +14.3% | 526 | +1.9% | 0.00% | -20.0% |
| AMX | Buy | AMERICA MOVIL SAB DE CV SPON ADR L SHSadr | $8,000 | +60.0% | 546 | +69.6% | 0.00% | +33.3% |
| HNGR | New | HANGER INC COM NEWstock | $7,000 | – | 370 | +100.0% | 0.00% | – |
| BLDR | New | BUILDERS FIRSTSOURCE INC COMstock | $7,000 | – | 542 | +100.0% | 0.00% | – |
| ABB | Buy | ABB LTD SPONSORED ADRadr | $5,000 | – | 257 | +100.0% | 0.00% | – |
| ALXN | Buy | ALEXION PHARMACEUTICALS INC COMstock | $5,000 | – | 38 | +100.0% | 0.00% | – |
| ALLY | Buy | ALLY FINL INC COMstock | $6,000 | +20.0% | 202 | +0.5% | 0.00% | 0.0% |
| L100PS | Buy | ARCONIC INC COMstock | $5,000 | +400.0% | 257 | +209.6% | 0.00% | +200.0% |
| ASH | New | ASHLAND GLOBAL HLDGS INC COMstock | $5,000 | – | 64 | +100.0% | 0.00% | – |
| AZO | New | AUTOZONE INC COMstock | $5,000 | – | 5 | +100.0% | 0.00% | – |
| BBY | Buy | BEST BUY INC COMstock | $5,000 | +400.0% | 73 | +180.8% | 0.00% | +200.0% |
| CII | New | BLACKROCK ENH CAP & INC FD INC COMcef | $6,000 | – | 400 | +100.0% | 0.00% | – |
| BTI | Buy | BRITISH AMERN TOB PLC SPONSORED ADRadr | $6,000 | – | 144 | +100.0% | 0.00% | – |
| CBS | Buy | CBS CORP NEW CL Bstock | $6,000 | +50.0% | 134 | +34.0% | 0.00% | 0.0% |
| CHL | Buy | CHINA MOBILE LIMITED SPONSORED ADRadr | $5,000 | – | 101 | +100.0% | 0.00% | – |
| EOG | Buy | EOG RES INC COMstock | $5,000 | – | 49 | +100.0% | 0.00% | – |
| EVV | New | EATON VANCE LTD DUR INCOME FD COMcef | $5,000 | – | 400 | +100.0% | 0.00% | – |
| EIX | New | EDISON INTL COMstock | $6,000 | – | 100 | +100.0% | 0.00% | – |
| ELAN | New | ELANCO ANIMAL HEALTH INC COMstock | $5,000 | – | 146 | +100.0% | 0.00% | – |
| FDL | Buy | FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUNDetf | $5,000 | +25.0% | 152 | +0.7% | 0.00% | 0.0% |
| GSHHY | New | GUANGSHEN RY LTD SPONSORED ADRadr | $6,000 | – | 300 | +100.0% | 0.00% | – |
| HESM | New | HESS MIDSTREAM PARTNERS LP UNIT LTD PR INTstock | $6,000 | – | 300 | +100.0% | 0.00% | – |
| HOLX | New | HOLOGIC INC COMstock | $5,000 | – | 100 | +100.0% | 0.00% | – |
| HPP | Buy | HUDSON PAC PPTYS INC COMreit | $5,000 | +25.0% | 151 | +0.7% | 0.00% | 0.0% |
| QAI | New | IQ HEDGE MULTI-STRATEGY TRACKER ETFetf | $6,000 | – | 215 | +100.0% | 0.00% | – |
| HYLV | New | IQ S&P HIGH YIELD LOW VOLATILITY BOND ETFetf | $6,000 | – | 250 | +100.0% | 0.00% | – |
| SPHB | New | INVESCO S&P 500 HIGH BETA ETFetf | $6,000 | – | 156 | +100.0% | 0.00% | – |
| IQV | Buy | IQVIA HLDGS INC COMstock | $6,000 | +50.0% | 39 | +2.6% | 0.00% | 0.0% |
| IJS | New | ISHARES S&P SMALL-CAP 600 VALUE ETFetf | $6,000 | – | 42 | +100.0% | 0.00% | – |
| AGZ | New | ISHARES AGENCY BOND ETFetf | $5,000 | – | 44 | +100.0% | 0.00% | – |
| LLL | New | L3 TECHNOLOGIES INC COMstock | $6,000 | – | 27 | +100.0% | 0.00% | – |
| LH | Buy | LABORATORY CORP AMER HLDGS COM NEWstock | $5,000 | +400.0% | 30 | +500.0% | 0.00% | +200.0% |
| M | New | MACYS INC COMstock | $5,000 | – | 201 | +100.0% | 0.00% | – |
| MSGS | Buy | MADISON SQUARE GARDEN CO NEW CL Astock | $5,000 | +400.0% | 17 | +750.0% | 0.00% | +200.0% |
| MCRN | Buy | MILACRON HLDGS CORP COMstock | $6,000 | – | 500 | +100.0% | 0.00% | – |
| MORN | New | MORNINGSTAR INC COMstock | $5,000 | – | 36 | +100.0% | 0.00% | – |
| NCR | Buy | NCR CORP NEW COMstock | $6,000 | – | 206 | +3333.3% | 0.00% | – |
| NUE | New | NUCOR CORP COMstock | $6,000 | – | 101 | +100.0% | 0.00% | – |
| ODP | New | OFFICE DEPOT INC COMstock | $5,000 | – | 1,454 | +100.0% | 0.00% | – |
| PGR | New | PROGRESSIVE CORP OHIO COMstock | $5,000 | – | 68 | +100.0% | 0.00% | – |
| RLJ | New | RLJ LODGING TR COMreit | $5,000 | – | 263 | +100.0% | 0.00% | – |
| RSG | New | REPUBLIC SVCS INC COMstock | $6,000 | – | 71 | +100.0% | 0.00% | – |
| RDSB | Buy | ROYAL DUTCH SHELL PLC SPON ADR Badr | $6,000 | +500.0% | 99 | +296.0% | 0.00% | +200.0% |
| EWX | Buy | SPDR S&P EMERGING MARKETS SMALL CAP ETFetf | $6,000 | +20.0% | 143 | +6.7% | 0.00% | 0.0% |
| SAP | Buy | SAP SE SPON ADRadr | $5,000 | – | 47 | +100.0% | 0.00% | – |
| SPB | Buy | SPECTRUM BRANDS HLDGS INC NEW COMstock | $5,000 | +25.0% | 91 | +1.1% | 0.00% | 0.0% |
| STLD | Buy | STEEL DYNAMICS INC COMstock | $5,000 | 0.0% | 152 | +0.7% | 0.00% | 0.0% |
| TNDM | New | TANDEM DIABETES CARE INC COM NEWstock | $6,000 | – | 100 | +100.0% | 0.00% | – |
| TWO | Buy | TWO HBRS INVT CORP COM NEWreit | $5,000 | +150.0% | 344 | +194.0% | 0.00% | +200.0% |
| ULTA | Buy | ULTA BEAUTY INC COMstock | $5,000 | – | 14 | +100.0% | 0.00% | – |
| VVV | Buy | VALVOLINE INC COMstock | $5,000 | – | 247 | +100.0% | 0.00% | – |
| BLV | New | VANGUARD LONG-TERM BOND INDEX FUNDetf | $6,000 | – | 60 | +100.0% | 0.00% | – |
| VGK | Buy | VANGUARD FTSE EUROPE ETFetf | $5,000 | +66.7% | 85 | +51.8% | 0.00% | +50.0% |
| WES | Buy | WESTERN GAS PARTNERS LP COM UNIT LP INstock | $6,000 | +20.0% | 201 | +55.8% | 0.00% | 0.0% |
| DOX | Buy | AMDOCS LTD SHSstock | $6,000 | +500.0% | 105 | +707.7% | 0.00% | +200.0% |
| AON | Buy | AON PLC SHS CL Astock | $6,000 | – | 37 | +100.0% | 0.00% | – |
| ACGL | New | ARCH CAP GROUP LTD ORDstock | $6,000 | – | 198 | +100.0% | 0.00% | – |
| STX | Buy | SEAGATE TECHNOLOGY PLC SHSstock | $5,000 | +400.0% | 112 | +348.0% | 0.00% | +200.0% |
| MYL | New | MYLAN N V SHS EUROstock | $6,000 | – | 200 | +100.0% | 0.00% | – |
| KLAC | New | KLA-TENCOR CORP COMstock | $3,000 | – | 22 | +100.0% | 0.00% | – |
| TMUS | New | T MOBILE US INC COMstock | $3,000 | – | 50 | +100.0% | 0.00% | – |
| SKM | Buy | SK TELECOM LTD SPONSORED ADRadr | $4,000 | – | 164 | +100.0% | 0.00% | – |
| OIH | New | VANECK VECTORS OIL SERVICES ETFetf | $3,000 | – | 200 | +100.0% | 0.00% | – |
| XME | Buy | SPDR S&P METALS AND MINING ETFetf | $3,000 | 0.0% | 101 | +1.0% | 0.00% | 0.0% |
| BPOP | Buy | POPULAR INC COM NEWstock | $3,000 | – | 57 | +100.0% | 0.00% | – |
| JCI | Buy | JOHNSON CTLS INTL PLC SHSstock | $3,000 | +200.0% | 85 | +80.9% | 0.00% | +100.0% |
| TPR | Buy | TAPESTRY INC COMstock | $4,000 | 0.0% | 138 | +20.0% | 0.00% | -33.3% |
| MCRB | New | SERES THERAPEUTICS INC COMstock | $4,000 | – | 600 | +100.0% | 0.00% | – |
| AKAM | Buy | AKAMAI TECHNOLOGIES INC COMstock | $3,000 | – | 42 | +100.0% | 0.00% | – |
| VYMI | New | VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETFetf | $3,000 | – | 54 | +100.0% | 0.00% | – |
| HRZN | New | HORIZON TECHNOLOGY FIN CORP COMcef | $3,000 | – | 278 | +100.0% | 0.00% | – |
| RHT | New | RED HAT INC COMstock | $4,000 | – | 21 | +100.0% | 0.00% | – |
| BCS | Buy | BARCLAYS PLC ADRadr | $4,000 | – | 534 | +100.0% | 0.00% | – |
| A | New | AGILENT TECHNOLOGIES INC COMstock | $3,000 | – | 40 | +100.0% | 0.00% | – |
| DRW | New | WISDOMTREE GLOBAL EX-US REALESTATE FUNDetf | $4,000 | – | 116 | +100.0% | 0.00% | – |
| EMMS | New | EMMIS COMMUNICATIONS CORP COM NEW CL Astock | $3,000 | – | 750 | +100.0% | 0.00% | – |
| VDC | New | VANGUARD CONSUMER STAPLES INDEX FUNDetf | $3,000 | – | 20 | +100.0% | 0.00% | – |
| PTEN | Buy | PATTERSON UTI ENERGY INC COMstock | $4,000 | +100.0% | 300 | +50.0% | 0.00% | +100.0% |
| EA | Buy | ELECTRONIC ARTS INC COMstock | $3,000 | – | 28 | +100.0% | 0.00% | – |
| RELX | Buy | RELX PLC SPONSORED ADRadr | $3,000 | – | 154 | +100.0% | 0.00% | – |
| JKHY | Buy | HENRY JACK & ASSOC INC COMstock | $3,000 | +200.0% | 19 | +375.0% | 0.00% | +100.0% |
| ECL | Buy | ECOLAB INC COMstock | $3,000 | +200.0% | 15 | +150.0% | 0.00% | +100.0% |
| HE | Buy | HAWAIIAN ELEC INDUSTRIES COMstock | $4,000 | +300.0% | 93 | +322.7% | 0.00% | +100.0% |
| AFG | New | AMERICAN FINL GROUP INC OHIO COMstock | $3,000 | – | 26 | +100.0% | 0.00% | – |
| RNR | New | RENAISSANCERE HOLDINGS LTD COMstock | $3,000 | – | 24 | +100.0% | 0.00% | – |
| SON | New | SONOCO PRODS CO COMstock | $4,000 | – | 60 | +100.0% | 0.00% | – |
| ORLY | New | O REILLY AUTOMOTIVE INC NEW COMstock | $3,000 | – | 7 | +100.0% | 0.00% | – |
| BIO | Buy | BIO RAD LABS INC CL Astock | $4,000 | +300.0% | 13 | +333.3% | 0.00% | +100.0% |
| BAH | Buy | BOOZ ALLEN HAMILTON HLDG CORP CL Astock | $3,000 | – | 60 | +757.1% | 0.00% | – |
| TTE | Buy | TOTAL S A SPONSORED ADSadr | $4,000 | – | 69 | +100.0% | 0.00% | – |
| KDP | New | KEURIG DR PEPPER INC COMstock | $3,000 | – | 91 | +100.0% | 0.00% | – |
| DXC | Buy | DXC TECHNOLOGY CO COMstock | $3,000 | +200.0% | 52 | +173.7% | 0.00% | +100.0% |
| DTE | New | DTE ENERGY CO COMstock | $3,000 | – | 27 | +100.0% | 0.00% | – |
| DHI | Buy | D R HORTON INC COMstock | $4,000 | +33.3% | 105 | +23.5% | 0.00% | 0.0% |
| USHY | New | ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETFetf | $3,000 | – | 63 | +100.0% | 0.00% | – |
| CB | Buy | CHUBB LIMITED COMstock | $3,000 | – | 18 | +100.0% | 0.00% | – |
| VICI | New | VICI PPTYS INC COMreit | $3,000 | – | 118 | +100.0% | 0.00% | – |
| COMM | Buy | COMMSCOPE HLDG CO INC COMstock | $3,000 | +200.0% | 150 | +200.0% | 0.00% | +100.0% |
| CBSH | New | COMMERCE BANCSHARES INC COMstock | $4,000 | – | 61 | +100.0% | 0.00% | – |
| MFGP | Buy | MICRO FOCUS INTERNATIONAL PLC SPON ADR NEWadr | $4,000 | +300.0% | 157 | +423.3% | 0.00% | +100.0% |
| AA | Buy | ALCOA CORP COMstock | $3,000 | +200.0% | 111 | +105.6% | 0.00% | +100.0% |
| SBAC | Buy | SBA COMMUNICATIONS CORP NEW CL Areit | $3,000 | – | 13 | +100.0% | 0.00% | – |
| CFG | New | CITIZENS FINL GROUP INC COMstock | $3,000 | – | 81 | +100.0% | 0.00% | – |
| INO | New | INOVIO PHARMACEUTICALS INC COM NEWstock | $4,000 | – | 1,000 | +100.0% | 0.00% | – |
| ETN | Buy | EATON CORP PLC SHSstock | $3,000 | – | 37 | +100.0% | 0.00% | – |
| VMC | New | VULCAN MATLS CO COMstock | $3,000 | – | 22 | +100.0% | 0.00% | – |
| ASML | Buy | ASML HOLDING N V N Y REGISTRY SHSadr | $4,000 | – | 22 | +100.0% | 0.00% | – |
| NEM | New | NEWMONT MNG CORP COMstock | $3,000 | – | 76 | +100.0% | 0.00% | – |
| OPP | New | RIVERNORTH DOUBLELINE STRATEGC COMcef | $3,000 | – | 200 | +100.0% | 0.00% | – |
| ISTB | New | ISHARES CORE 1-5 YEAR USD BOND ETFetf | $3,000 | – | 60 | +100.0% | 0.00% | – |
| GIL | Buy | GILDAN ACTIVEWEAR INC COMstock | $3,000 | – | 87 | +100.0% | 0.00% | – |
| RGLD | Buy | ROYAL GOLD INC COMstock | $4,000 | +300.0% | 40 | +300.0% | 0.00% | +100.0% |
| STI | Buy | SUNTRUST BKS INC COMstock | $4,000 | – | 63 | +100.0% | 0.00% | – |
| MKTX | New | MARKETAXESS HLDGS INC COMstock | $3,000 | – | 12 | +100.0% | 0.00% | – |
| EQH | New | AXA EQUITABLE HLDGS INC COMstock | $3,000 | – | 152 | +100.0% | 0.00% | – |
| WDC | New | WESTERN DIGITAL CORP COMstock | $3,000 | – | 67 | +100.0% | 0.00% | – |
| RF | Buy | REGIONS FINL CORP NEW COMstock | $4,000 | +100.0% | 260 | +92.6% | 0.00% | +100.0% |
| CPI | New | IQ REAL RETURN ETFetf | $4,000 | – | 150 | +100.0% | 0.00% | – |
| SNPS | New | SYNOPSYS INC COMstock | $1,000 | – | 10 | +100.0% | 0.00% | – |
| ING | Buy | ING GROEP N V SPONSORED ADRadr | $2,000 | – | 163 | +100.0% | 0.00% | – |
| IDXX | New | IDEXX LABS INC COMstock | $1,000 | – | 6 | +100.0% | 0.00% | – |
| TFSL | New | TFS FINL CORP COMstock | $2,000 | – | 113 | +100.0% | 0.00% | – |
| NTAP | New | NETAPP INC COMstock | $2,000 | – | 25 | +100.0% | 0.00% | – |
| IAC | New | IAC INTERACTIVECORP COMstock | $1,000 | – | 3 | +100.0% | 0.00% | – |
| MINT | New | PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUNDetf | $2,000 | – | 23 | +100.0% | 0.00% | – |
| NATI | New | NATIONAL INSTRS CORP COMstock | $2,000 | – | 41 | +100.0% | 0.00% | – |
| PNW | New | PINNACLE WEST CAP CORP COMstock | $2,000 | – | 25 | +100.0% | 0.00% | – |
| TECK | New | TECK RESOURCES LTD CL Bstock | $1,000 | – | 35 | +100.0% | 0.00% | – |
| HMHC | New | HOUGHTON MIFFLIN HARCOURT CO COMstock | $1,000 | – | 80 | +100.0% | 0.00% | – |
| NHC | Buy | NATIONAL HEALTHCARE CORP COMstock | $1,000 | 0.0% | 10 | +25.0% | 0.00% | 0.0% |
| PNFP | New | PINNACLE FINL PARTNERS INC COMstock | $1,000 | – | 11 | +100.0% | 0.00% | – |
| HAL | Buy | HALLIBURTON CO COMstock | $2,000 | – | 64 | +100.0% | 0.00% | – |
| HSBC | Buy | HSBC HLDGS PLC SPON ADR NEWadr | $1,000 | – | 22 | +100.0% | 0.00% | – |
| MC | New | MOELIS & CO CL Astock | $1,000 | – | 18 | +100.0% | 0.00% | – |
| TTC | New | TORO CO COMstock | $1,000 | – | 18 | +100.0% | 0.00% | – |
| HCP | New | HCP INC COMreit | $1,000 | – | 42 | +100.0% | 0.00% | – |
| TM | Buy | TOYOTA MOTOR CORP SP ADR REP2COMadr | $1,000 | – | 11 | +100.0% | 0.00% | – |
| GPK | New | GRAPHIC PACKAGING HLDG CO COMstock | $1,000 | – | 60 | +100.0% | 0.00% | – |
| GHC | New | GRAHAM HLDGS CO COMstock | $1,000 | – | 1 | +100.0% | 0.00% | – |
| TSN | Buy | TYSON FOODS INC CL Astock | $2,000 | – | 31 | +100.0% | 0.00% | – |
| UGI | New | UGI CORP NEW COMstock | $1,000 | – | 26 | +100.0% | 0.00% | – |
| EAF | New | GRAFTECH INTL LTD COMstock | $1,000 | – | 90 | +100.0% | 0.00% | – |
| EBND | New | SPDR BLOOMBERG BARCLAYS EMERGING MARKETS LOCAL BOND ETFetf | $1,000 | – | 54 | +100.0% | 0.00% | – |
| GIGB | New | GOLDMAN SACHS ACCESS INVESTMENT GRADE CORPORATE BOND ETFetf | $1,000 | – | 15 | +100.0% | 0.00% | – |
| UN | Buy | UNILEVER N V N Y SHS NEWadr | $2,000 | – | 42 | +100.0% | 0.00% | – |
| MELI | New | MERCADOLIBRE INC COMstock | $2,000 | – | 3 | +100.0% | 0.00% | – |
| SELF | New | GLOBAL SELF STORAGE INC COMreit | $1,000 | – | 200 | +100.0% | 0.00% | – |
| MXIM | Buy | MAXIM INTEGRATED PRODS INC COMstock | $1,000 | – | 15 | +100.0% | 0.00% | – |
| GPC | New | GENUINE PARTS CO COMstock | $2,000 | – | 17 | +100.0% | 0.00% | – |
| ROK | New | ROCKWELL AUTOMATION INC COMstock | $2,000 | – | 12 | +100.0% | 0.00% | – |
| FLJP | New | FRANKLIN FTSE JAPAN ETFetf | $1,000 | – | 32 | +100.0% | 0.00% | – |
| FTK | Buy | FLOTEK INDS INC DEL COMstock | $2,000 | – | 550 | +83.3% | 0.00% | – |
| FVE | New | FIVE STAR SENIOR LIVING INC COMstock | $1,000 | – | 1,000 | +100.0% | 0.00% | – |
| MGM | New | MGM RESORTS INTERNATIONAL COMstock | $1,000 | – | 30 | +100.0% | 0.00% | – |
| FEYE | Buy | FIREEYE INC COMstock | $1,000 | – | 30 | +328.6% | 0.00% | – |
| PSTG | Buy | PURE STORAGE INC CL Astock | $2,000 | +100.0% | 99 | +32.0% | 0.00% | 0.0% |
| FLIR | New | FLIR SYS INC COMstock | $2,000 | – | 51 | +100.0% | 0.00% | – |
| ERIE | New | ERIE INDTY CO CL Astock | $1,000 | – | 4 | +100.0% | 0.00% | – |
| LYG | Buy | LLOYDS BANKING GROUP PLC SPONSORED ADRadr | $2,000 | – | 639 | +100.0% | 0.00% | – |
| ROP | Buy | ROPER TECHNOLOGIES INC COMstock | $1,000 | – | 3 | +100.0% | 0.00% | – |
| LAUR | New | LAUREATE EDUCATION INC CL Astock | $1,000 | – | 54 | +100.0% | 0.00% | – |
| EGO | New | ELDORADO GOLD CORP NEW COMstock | $2,000 | – | 400 | +100.0% | 0.00% | – |
| DPZ | New | DOMINOS PIZZA INC COMstock | $1,000 | – | 3 | +100.0% | 0.00% | – |
| DLTR | New | DOLLAR TREE INC COMstock | $2,000 | – | 18 | +100.0% | 0.00% | – |
| DLB | New | DOLBY LABORATORIES INC COM CL Astock | $1,000 | – | 16 | +100.0% | 0.00% | – |
| ROST | New | ROSS STORES INC COMstock | $2,000 | – | 29 | +100.0% | 0.00% | – |
| FLRN | New | SPDR BLOOMBERG BARCLAYS INVESTMENT GRADE FLOATING RATE ETFetf | $2,000 | – | 71 | +100.0% | 0.00% | – |
| DKS | New | DICKS SPORTING GOODS INC COMstock | $1,000 | – | 15 | +100.0% | 0.00% | – |
| DAL | Buy | DELTA AIR LINES INC DEL COM NEWstock | $1,000 | – | 16 | +128.6% | 0.00% | – |
| DVA | Buy | DAVITA INC COMstock | $1,000 | – | 11 | +1000.0% | 0.00% | – |
| CSGP | New | COSTAR GROUP INC COMstock | $1,000 | – | 3 | +100.0% | 0.00% | – |
| CXW | New | CORECIVIC INC COMreit | $1,000 | – | 38 | +100.0% | 0.00% | – |
| VRNT | New | VERINT SYS INC COMstock | $1,000 | – | 17 | +100.0% | 0.00% | – |
| VRRM | New | VERRA MOBILITY CORP COMstock | $1,000 | – | 56 | +100.0% | 0.00% | – |
| CTRA | New | CONTURA ENERGY INC COMstock | $2,000 | – | 30 | +100.0% | 0.00% | – |
| VIAB | New | VIACOM INC NEW CL Bstock | $1,000 | – | 26 | +100.0% | 0.00% | – |
| CXO | New | CONCHO RES INC COMstock | $1,000 | – | 9 | +100.0% | 0.00% | – |
| COLM | Buy | COLUMBIA SPORTSWEAR CO COMstock | $1,000 | – | 6 | +50.0% | 0.00% | – |
| LW | Buy | LAMB WESTON HLDGS INC COMstock | $2,000 | – | 26 | +100.0% | 0.00% | – |
| RDSA | New | ROYAL DUTCH SHELL PLC SPONS ADR Aadr | $1,000 | – | 9 | +100.0% | 0.00% | – |
| CTAS | Buy | CINTAS CORP COMstock | $1,000 | – | 6 | +100.0% | 0.00% | – |
| PPR | Buy | VOYA PRIME RATE TR SH BEN INTcef | $1,000 | 0.0% | 220 | +1.9% | 0.00% | 0.0% |
| CNK | New | CINEMARK HOLDINGS INC COMstock | $2,000 | – | 47 | +100.0% | 0.00% | – |
| CHDN | Buy | CHURCHILL DOWNS INC COMstock | $1,000 | 0.0% | 11 | +266.7% | 0.00% | 0.0% |
| CMG | New | CHIPOTLE MEXICAN GRILL INC COMstock | $2,000 | – | 3 | +100.0% | 0.00% | – |
| CERN | New | CERNER CORP COMstock | $1,000 | – | 15 | +100.0% | 0.00% | – |
| LUMN | Buy | CENTURYLINK INC COMstock | $2,000 | – | 206 | +3333.3% | 0.00% | – |
| CUK | Buy | CARNIVAL PLC ADRadr | $2,000 | – | 32 | +100.0% | 0.00% | – |
| WST | New | WEST PHARMACEUTICAL SVSC INC COMstock | $1,000 | – | 6 | +100.0% | 0.00% | – |
| LPLA | New | LPL FINL HLDGS INC COMstock | $2,000 | – | 24 | +100.0% | 0.00% | – |
| SIVB | New | SVB FINL GROUP COMstock | $1,000 | – | 3 | +100.0% | 0.00% | – |
| CABO | New | CABLE ONE INC COMstock | $2,000 | – | 2 | +100.0% | 0.00% | – |
| WMB | New | WILLIAMS COS INC DEL COMstock | $1,000 | – | 24 | +100.0% | 0.00% | – |
| CRH | Buy | CRH PLC ADRadr | $1,000 | – | 29 | +100.0% | 0.00% | – |
| OGE | New | OGE ENERGY CORP COMstock | $2,000 | – | 37 | +100.0% | 0.00% | – |
| CDK | New | CDK GLOBAL INC COMstock | $2,000 | – | 42 | +100.0% | 0.00% | – |
| SRPT | New | SAREPTA THERAPEUTICS INC COMstock | $1,000 | – | 6 | +100.0% | 0.00% | – |
| BFAM | Buy | BRIGHT HORIZONS FAM SOL IN DEL COMstock | $1,000 | – | 6 | +50.0% | 0.00% | – |
| BKNG | Buy | BOOKING HLDGS INC COMstock | $2,000 | – | 1 | +100.0% | 0.00% | – |
| SNDR | New | SCHNEIDER NATIONAL INC CL Bstock | $1,000 | – | 58 | +100.0% | 0.00% | – |
| BB | New | BLACKBERRY LTD COMstock | $1,000 | – | 79 | +100.0% | 0.00% | – |
| BECN | New | BEACON ROOFING SUPPLY INC COMstock | $1,000 | – | 21 | +100.0% | 0.00% | – |
| BKU | Buy | BANKUNITED INC COMstock | $1,000 | – | 30 | +100.0% | 0.00% | – |
| BOH | New | BANK HAWAII CORP COMstock | $1,000 | – | 16 | +100.0% | 0.00% | – |
| SAN | Buy | BANCO SANTANDER SA ADRadr | $1,000 | – | 255 | +750.0% | 0.00% | – |
| BCE | New | BCE INC COM NEWstock | $1,000 | – | 32 | +100.0% | 0.00% | – |
| AVA | New | AVISTA CORP COMstock | $1,000 | – | 20 | +100.0% | 0.00% | – |
| WP | New | WORLDPAY INC CL Astock | $2,000 | – | 16 | +100.0% | 0.00% | – |
| WH | Buy | WYNDHAM HOTELS & RESORTS INC COMstock | $2,000 | – | 35 | +100.0% | 0.00% | – |
| ANAT | New | AMERICAN NATL INS CO COMstock | $1,000 | – | 11 | +100.0% | 0.00% | – |
| ZFGN | New | ZAFGEN INC COMstock | $1,000 | – | 225 | +100.0% | 0.00% | – |
| JPHY | New | JPMORGAN DISCIPLINED HIGH YIELD ETFetf | $2,000 | – | 47 | +100.0% | 0.00% | – |
| AXTA | New | AXALTA COATING SYS LTD COMstock | $1,000 | – | 23 | +100.0% | 0.00% | – |
| RE | Buy | EVEREST RE GROUP LTD COMstock | $1,000 | – | 6 | +100.0% | 0.00% | – |
| G | Buy | GENPACT LIMITED SHSstock | $1,000 | – | 30 | +100.0% | 0.00% | – |
| ALBO | New | ALBIREO PHARMA INC COMstock | $1,000 | – | 25 | +100.0% | 0.00% | – |
| IGT | Buy | INTERNATIONAL GAME TECHNOLOGY SHS USDstock | $1,000 | – | 74 | +428.6% | 0.00% | – |
| LBTYK | New | LIBERTY GLOBAL PLC SHS CL Cstock | $1,000 | – | 38 | +100.0% | 0.00% | – |
| APTV | Buy | APTIV PLC SHSstock | $2,000 | – | 26 | +2500.0% | 0.00% | – |
| NLSN | Buy | NIELSEN HLDGS PLC SHS EURstock | $1,000 | – | 50 | +100.0% | 0.00% | – |
| SEAS | New | SEAWORLD ENTMT INC COMstock | $1,000 | – | 26 | +100.0% | 0.00% | – |
| PAAS | New | PAN AMERICAN SILVER CORP COMstock | $1,000 | – | 96 | +100.0% | 0.00% | – |
| ST | Buy | SENSATA TECHNOLOGIES HLDNG PLC SHSstock | $1,000 | – | 32 | +100.0% | 0.00% | – |
| FTI | Buy | TECHNIPFMC PLC COMstock | $1,000 | – | 34 | +1033.3% | 0.00% | – |
| WTM | New | WHITE MTNS INS GROUP LTD COMstock | $2,000 | – | 2 | +100.0% | 0.00% | – |
| WLTW | Buy | WILLIS TOWERS WATSON PUB LTD SHSstock | $1,000 | – | 7 | +100.0% | 0.00% | – |
| UBS | Buy | UBS GROUP AG SHSstock | $1,000 | – | 111 | +100.0% | 0.00% | – |
| CHKP | Buy | CHECK POINT SOFTWARE TECH LTD ORDstock | $2,000 | – | 13 | +100.0% | 0.00% | – |
| PLYA | New | PLAYA HOTELS & RESORTS NV SHSstock | $1,000 | – | 71 | +100.0% | 0.00% | – |
| DSSI | New | DIAMOND S SHIPPING INC COMstock | $2,000 | – | 169 | +100.0% | 0.00% | – |
| MXI | New | ISHARES GLOBAL MATERIALS ETFetf | $1,000 | – | 16 | +100.0% | 0.00% | – |
| NOW | New | SERVICENOW INC COMstock | $2,000 | – | 10 | +100.0% | 0.00% | – |
| SLAB | New | SILICON LABORATORIES INC COMstock | $1,000 | – | 7 | +100.0% | 0.00% | – |
| OMC | New | OMNICOM GROUP INC COMstock | $1,000 | – | 9 | +100.0% | 0.00% | – |
| NOC | Buy | NORTHROP GRUMMAN CORP COMstock | $2,000 | – | 8 | +100.0% | 0.00% | – |
| SITC | New | SITE CENTERS CORP COMreit | $2,000 | – | 158 | +100.0% | 0.00% | – |
| XSLV | Buy | INVESCO S&P SMALLCAP LOW VOLATILITY ETFetf | $1,000 | – | 14 | +55.6% | 0.00% | – |
| SNAP | New | SNAP INC CL Astock | $1,000 | – | 83 | +100.0% | 0.00% | – |
| NBL | Buy | NOBLE ENERGY INC COMstock | $1,000 | – | 31 | +100.0% | 0.00% | – |
| OSPN | New | ONESPAN INC COMstock | $2,000 | – | 100 | +100.0% | 0.00% | – |
| NOK | Buy | NOKIA CORP SPONSORED ADRadr | $2,000 | +100.0% | 412 | +165.8% | 0.00% | 0.0% |
| SPLK | New | SPLUNK INC COMstock | $2,000 | – | 20 | +100.0% | 0.00% | – |
| PINC | New | PREMIER INC CL Astock | $1,000 | – | 16 | +100.0% | 0.00% | – |
| SMFG | Buy | SUMITOMO MITSUI FINL GROUP INC SPONSORED ADRadr | $2,000 | – | 322 | +100.0% | 0.00% | – |
| SUM | New | SUMMIT MATLS INC CL Astock | $1,000 | – | 41 | +100.0% | 0.00% | – |
| INSP | New | INSPIRE MED SYS INC COMstock | $1,000 | – | 22 | +100.0% | 0.00% | – |
| SYNA | New | SYNAPTICS INC COMstock | $2,000 | – | 50 | +100.0% | 0.00% | – |
| RYN | New | RAYONIER INC COMreit | $0 | – | 12 | +100.0% | 0.00% | – |
| RDI | New | READING INTERNATIONAL INC CL Astock | $0 | – | 10 | +100.0% | 0.00% | – |
| SPR | Exit | SPIRIT AEROSYSTEMS HLDGS INC COM CL Astock | $0 | – | 0 | +100.0% | 0.00% | – |
| RVI | New | RETAIL VALUE INC COMreit | $0 | – | 15 | +100.0% | 0.00% | – |
| WTFC | Exit | WINTRUST FINL CORP COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| RYAAY | New | RYANAIR HLDGS PLC SPONSORED ADSadr | $0 | – | 6 | +100.0% | 0.00% | – |
| NWBI | New | NORTHWEST BANCSHARES INC MD COMstock | $0 | – | 9 | +100.0% | 0.00% | – |
| HTGC | Exit | HERCULES CAPITAL INC COMcef | $0 | – | 0 | +100.0% | 0.00% | – |
| LANC | New | LANCASTER COLONY CORP COMstock | $0 | – | 3 | +100.0% | 0.00% | – |
| LRCX | New | LAM RESEARCH CORP COMstock | $0 | – | 2 | +100.0% | 0.00% | – |
| NTB | Exit | BANK OF NT BUTTERFIELD&SON LTD SHS NEWstock | $0 | – | 0 | +100.0% | 0.00% | – |
| SIMO | Exit | SILICON MOTION TECHNOLOGY CORP SPONSORED ADRadr | $0 | – | 0 | +100.0% | 0.00% | – |
| KEYS | Buy | KEYSIGHT TECHNOLOGIES INC COMstock | $0 | – | 5 | +400.0% | 0.00% | – |
| SCHH | New | SCHWAB U.S. REIT ETFetf | $0 | – | 9 | +100.0% | 0.00% | – |
| DBB | New | INVESCO DB BASE METALS FUNDetf | $0 | – | 21 | +100.0% | 0.00% | – |
| ATI | Exit | ALLEGHENY TECHNOLOGIES INC COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| EME | Exit | EMCOR GROUP INC COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| HPT | Exit | HOSPITALITY PPTYS TR COM SH BEN INTreit | $0 | – | 0 | +100.0% | 0.00% | – |
| SNSS | New | SUNESIS PHARMACEUTICALS INC COM PARstock | $0 | – | 166 | +100.0% | 0.00% | – |
| H | New | HYATT HOTELS CORP COM CL Astock | $0 | – | 0 | +100.0% | 0.00% | – |
| PKI | Exit | PERKINELMER INC COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| BCO | Exit | BRINKS CO COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| SHOO | Exit | MADDEN STEVEN LTD COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| TRU | New | TRANSUNION COMstock | $0 | – | 7 | +100.0% | 0.00% | – |
| CFX | Exit | COLFAX CORP COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| SXI | Exit | STANDEX INTL CORP COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| GRA | Exit | GRACE W R & CO DEL NEW COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| EGBN | Exit | EAGLE BANCORP INC MD COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| FRC | New | FIRST REP BK SAN FRANCISCO CAL COMstock | $0 | – | 4 | +100.0% | 0.00% | – |
| EVRG | Buy | EVERGY INC COMstock | $0 | – | 7 | +100.0% | 0.00% | – |
| EQC | New | EQUITY COMWLTH COM SH BEN INTreit | $0 | – | 10 | +100.0% | 0.00% | – |
| EQNR | New | EQUINOR ASA SPONSORED ADRadr | $0 | – | 8 | +100.0% | 0.00% | – |
| AMAG | Exit | AMAG PHARMACEUTICALS INC COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| VDE | New | VANGUARD ENERGY INDEX FUNDetf | $0 | – | 4 | +100.0% | 0.00% | – |
| TRS | Exit | TRIMAS CORP COM NEWstock | $0 | – | 0 | +100.0% | 0.00% | – |
| DSS | New | DOCUMENT SEC SYS INC COM NEWstock | $0 | – | 250 | +100.0% | 0.00% | – |
| GWR | Exit | GENESEE & WYO INC CL Astock | $0 | – | 0 | +100.0% | 0.00% | – |
| CMS | New | CMS ENERGY CORP COMstock | $0 | – | 6 | +100.0% | 0.00% | – |
| BRO | New | BROWN & BROWN INC COMstock | $0 | – | 16 | +100.0% | 0.00% | – |
| SLGN | Exit | SILGAN HOLDINGS INC COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| USCR | Exit | U S CONCRETE INC COM NEWstock | $0 | – | 0 | +100.0% | 0.00% | – |
| YETI | New | YETI HLDGS INC COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| ZION | New | ZIONS BANCORPORATION N A COMstock | $0 | – | 4 | +100.0% | 0.00% | – |
| TCF | Exit | TCF FINL CORP COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| WTS | Exit | WATTS WATER TECHNOLOGIES INC CL Astock | $0 | – | 0 | +100.0% | 0.00% | – |
| CPRI | New | CAPRI HOLDINGS LIMITED SHSstock | $0 | – | 2 | +100.0% | 0.00% | – |
| SUPN | Exit | SUPERNUS PHARMACEUTICALS INC COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| HLF | New | HERBALIFE NUTRITION LTD COM SHSstock | $0 | – | 4 | +100.0% | 0.00% | – |
| ASIX | New | ADVANSIX INC COMstock | $0 | – | 5 | +100.0% | 0.00% | – |
| ATGE | New | ADTALEM GLOBAL ED INC COMstock | $0 | – | 7 | +100.0% | 0.00% | – |
| ARD | New | ARDAGH GROUP S A CL Astock | $0 | – | 34 | +100.0% | 0.00% | – |
| CLB | New | CORE LABORATORIES N V COMstock | $0 | – | 5 | +100.0% | 0.00% | – |
| TISI | Exit | TEAM INC COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| ADT | New | ADT INC COMstock | $0 | – | 47 | +100.0% | 0.00% | – |
| CE | Exit | CELANESE CORP DEL COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| ALK | Exit | ALASKA AIR GROUP INC COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| PKG | Exit | PACKAGING CORP AMER COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| NRG | Exit | NRG ENERGY INC COM NEWstock | $0 | – | 0 | +100.0% | 0.00% | – |
| EXR | Exit | EXTRA SPACE STORAGE INC COMreit | $0 | – | 0 | +100.0% | 0.00% | – |
| KFY | Exit | KORN FERRY COM NEWstock | $0 | – | 0 | +100.0% | 0.00% | – |
| CLH | Exit | CLEAN HARBORS INC COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| BIG | Exit | BIG LOTS INC COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| EDU | Exit | NEW ORIENTAL ED & TECH GRP INC SPON ADRadr | $0 | – | 0 | +100.0% | 0.00% | – |
| CHFC | Exit | CHEMICAL FINL CORP COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| YNDX | Exit | YANDEX N V SHS CLASS Astock | $0 | – | 0 | +100.0% | 0.00% | – |
| BERY | Exit | BERRY GLOBAL GROUP INC COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| NXST | Exit | NEXSTAR MEDIA GROUP INC CL Astock | $0 | – | 0 | +100.0% | 0.00% | – |
| TWNK | Exit | HOSTESS BRANDS INC CL Astock | $0 | – | 0 | +100.0% | 0.00% | – |
| ASX | Exit | ASE TECHNOLOGY HOLDING CO LTD SPONSORED ADSadr | $0 | – | 0 | +100.0% | 0.00% | – |
| CJ | Exit | C&J ENERGY SVCS INC NEW COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| CPE | Exit | CALLON PETE CO DEL COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| PEG | Exit | PUBLIC SVC ENTERPRISE GROUP COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| ULTI | Exit | ULTIMATE SOFTWARE GROUP INC COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| HP | Exit | HELMERICH & PAYNE INC COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| JACK | Exit | JACK IN THE BOX INC COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| ZTO | Exit | ZTO EXPRESS CAYMAN INC SPONSORED ADRadr | $0 | – | 0 | +100.0% | 0.00% | – |
| BG | Exit | BUNGE LIMITED COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| DAR | Exit | DARLING INGREDIENTS INC COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| EXG | Exit | EATON VANCE TAX MNGD GBL DV EQ COMcef | $0 | – | 0 | +100.0% | 0.00% | – |
| HURN | Exit | HURON CONSULTING GROUP INC COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| MTZ | Exit | MASTEC INC COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| SRCI | Exit | SRC ENERGY INC COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| NPO | Exit | ENPRO INDS INC COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| HOG | Exit | HARLEY DAVIDSON INC COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| DOOR | Exit | MASONITE INTL CORP NEW COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| NEO | Exit | NEOGENOMICS INC COM NEWstock | $0 | – | 0 | +100.0% | 0.00% | – |
| WYND | Exit | WYNDHAM DESTINATIONS INC COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| HDS | Exit | HD SUPPLY HLDGS INC COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| THG | Exit | HANOVER INS GROUP INC COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| PRFT | Exit | PERFICIENT INC COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| VIV | Exit | TELEFONICA BRASIL SA SPONSORED ADRadr | $0 | – | 0 | +100.0% | 0.00% | – |
| BRKS | Exit | BROOKS AUTOMATION INC COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| WAGE | Exit | WAGEWORKS INC COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| CAMP | Exit | CALAMP CORP COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| OFC | Exit | CORPORATE OFFICE PPTYS TR SH BEN INTreit | $0 | – | 0 | +100.0% | 0.00% | – |
| WIFI | Exit | BOINGO WIRELESS INC COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| ERI | Exit | ELDORADO RESORTS INC COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| MATW | Exit | MATTHEWS INTL CORP CL Astock | $0 | – | 0 | +100.0% | 0.00% | – |
| APH | Exit | AMPHENOL CORP NEW CL Astock | $0 | – | 0 | +100.0% | 0.00% | – |
| WB | Exit | WEIBO CORP SPONSORED ADRadr | $0 | – | 0 | +100.0% | 0.00% | – |
| CP | Exit | CANADIAN PAC RY LTD COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| REG | Exit | REGENCY CTRS CORP COMreit | $0 | – | 0 | +100.0% | 0.00% | – |
| GT | Exit | GOODYEAR TIRE & RUBR CO COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| NGHC | Exit | NATIONAL GEN HLDGS CORP COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| CENTA | Exit | CENTRAL GARDEN & PET CO CL A NON-VTGstock | $0 | – | 0 | +100.0% | 0.00% | – |
| FLT | Exit | FLEETCOR TECHNOLOGIES INC COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| GVA | Exit | GRANITE CONSTR INC COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| RBSPRSCL | Exit | ROYAL BK SCOTLAND GROUP PLC SP ADS PREF Sadr | $0 | – | 0 | +100.0% | 0.00% | – |
| THS | Exit | TREEHOUSE FOODS INC COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| HES | Exit | HESS CORP COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| KR | Exit | KROGER CO COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| HOMB | Exit | HOME BANCSHARES INC COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| TRIP | Exit | TRIPADVISOR INC COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| UNIT | Exit | UNITI GROUP INC COMreit | $0 | – | 0 | +100.0% | 0.00% | – |
| TFX | Exit | TELEFLEX INC COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| CONN | Exit | CONNS INC COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| FHN | Exit | FIRST HORIZON NATL CORP COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| HXL | Exit | HEXCEL CORP NEW COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| TGI | Exit | TRIUMPH GROUP INC NEW COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| TGNA | Exit | TEGNA INC COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| PACW | Exit | PACWEST BANCORP DEL COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| COHR | Exit | COHERENT INC COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| BDN | Exit | BRANDYWINE RLTY TR SH BEN INT NEWreit | $0 | – | 0 | +100.0% | 0.00% | – |
| TCO | Exit | TAUBMAN CTRS INC COMreit | $0 | – | 0 | +100.0% | 0.00% | – |
| PDCO | Buy | PATTERSON COMPANIES INC COMstock | $0 | – | 13 | +100.0% | 0.00% | – |
| PNC | Buy | PNC FINL SVCS GROUP INC COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| QRTEA | New | QURATE RETAIL INC COM SER Astock | $0 | – | 24 | +100.0% | 0.00% | – |
| DY | Exit | DYCOM INDS INC COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| PPC | Exit | PILGRIMS PRIDE CORP NEW COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| ASGN | Exit | ASGN INC COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| CRZO | Exit | CARRIZO OIL & GAS INC COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| MBFI | Exit | MB FINANCIAL INC NEW COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| OLN | Exit | OLIN CORP COM PAR $1stock | $0 | – | 0 | +100.0% | 0.00% | – |
| MTSI | Exit | MACOM TECH SOLUTIONS HLDGS INC COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| CACI | Exit | CACI INTL INC CL Astock | $0 | – | 0 | +100.0% | 0.00% | – |
| SSNC | Exit | SS&C TECHNOLOGIES HLDGS INC COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| KAR | Exit | KAR AUCTION SVCS INC COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| HDB | Exit | HDFC BANK LTD ADR REPS 3 SHSadr | $0 | – | 0 | +100.0% | 0.00% | – |
| PBRA | Exit | PETROLEO BRASILEIRO SA PETROBR SP ADR NON VTGadr | $0 | – | 0 | +100.0% | 0.00% | – |
| CIB | Exit | BANCOLOMBIA S A SPON ADR PREFadr | $0 | – | 0 | +100.0% | 0.00% | – |
| BAP | Exit | CREDICORP LTD COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| LULU | Exit | LULULEMON ATHLETICA INC COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| SAIA | Exit | SAIA INCstock | $0 | – | 0 | +100.0% | 0.00% | – |
| BEAT | Exit | BIOTELEMETRY INC COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| AGS | Exit | PLAYAGS INC COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| CAG | Exit | CONAGRA BRANDS INC COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| VET | Exit | VERMILION ENERGY INC COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| RRD | Exit | DONNELLEY R R & SONS CO COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| VIAV | Exit | VIAVI SOLUTIONS INC COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| AGCO | Exit | AGCO CORP COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| ANSS | Exit | ANSYS INC COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| XRX | Exit | XEROX CORP COM NEWstock | $0 | – | 0 | +100.0% | 0.00% | – |
| CCI | Exit | CROWN CASTLE INTL CORP NEW COMreit | $0 | – | 0 | +100.0% | 0.00% | – |
| EW | Exit | EDWARDS LIFESCIENCES CORP COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| ACHC | Exit | ACADIA HEALTHCARE COMPANY INC COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| STRA | Exit | STRATEGIC ED INC COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| VG | Exit | VONAGE HLDGS CORP COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| HAIN | Exit | HAIN CELESTIAL GROUP INC COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| APOG | Exit | APOGEE ENTERPRISES INC COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| BWA | Exit | BORGWARNER INC COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| TSEM | Exit | TOWER SEMICONDUCTOR LTD SHS NEWstock | $0 | – | 0 | +100.0% | 0.00% | – |
| MUSA | Exit | MURPHY USA INC COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| OXM | Exit | OXFORD INDS INC COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| OI | Exit | OWENS ILL INC COM NEWstock | $0 | – | 0 | +100.0% | 0.00% | – |
| LDOS | Exit | LEIDOS HLDGS INC COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| SWCH | Exit | SWITCH INC CL Astock | $0 | – | 0 | +100.0% | 0.00% | – |
| OMCL | Exit | OMNICELL INC COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| EPAC | Exit | ACTUANT CORP CL A NEWstock | $0 | – | 0 | +100.0% | 0.00% | – |
| MIDD | Exit | MIDDLEBY CORP COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| AIZ | Exit | ASSURANT INC COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| NMT | Exit | NUVEEN MASSACHUSETS QLT MUN FD COMcef | $0 | – | 0 | +100.0% | 0.00% | – |
| WLH | Exit | LYON WILLIAM HOMES CL A NEWstock | $0 | – | 0 | +100.0% | 0.00% | – |
| WSC | Exit | WILLSCOT CORP COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| FIVN | Exit | FIVE9 INC COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| MLM | Exit | MARTIN MARIETTA MATLS INC COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| MAC | Exit | MACERICH CO COMreit | $0 | – | 0 | +100.0% | 0.00% | – |
| SMTC | Exit | SEMTECH CORP COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| YRCW | Exit | YRC WORLDWIDE INC COM PAR $.01stock | $0 | – | 0 | +100.0% | 0.00% | – |
| DDS | Exit | DILLARDS INC CL Astock | $0 | – | 0 | +100.0% | 0.00% | – |
| CSOD | Exit | CORNERSTONE ONDEMAND INC COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| UVSP | Exit | UNIVEST FINANCIAL CORPORATION COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| LEA | Exit | LEAR CORP COM NEWstock | $0 | – | 0 | +100.0% | 0.00% | – |
| IVZ | Exit | INVESCO LTD SHSstock | $0 | – | 0 | +100.0% | 0.00% | – |
| FNB | Exit | FNB CORP PA COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| HZN | Exit | HORIZON GLOBAL CORP COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| IART | Exit | INTEGRA LIFESCIENCES HLDGS CP COM NEWstock | $0 | – | 0 | +100.0% | 0.00% | – |
| MPW | Exit | MEDICAL PPTYS TRUST INC COMreit | $0 | – | 0 | +100.0% | 0.00% | – |
| HUN | Exit | HUNTSMAN CORP COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| MIK | Exit | MICHAELS COS INC COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| ABMD | Exit | ABIOMED INC COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| RAMP | Exit | LIVERAMP HLDGS INC COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| PFGC | Exit | PERFORMANCE FOOD GROUP CO COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| AR | Exit | ANTERO RES CORP COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| RBC | Exit | REGAL BELOIT CORP COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| TTEK | Exit | TETRA TECH INC NEW COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| KEY | Exit | KEYCORP NEW COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| ENR | Exit | ENERGIZER HLDGS INC NEW COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| BBL | Exit | BHP GROUP PLC SPONSORED ADSadr | $0 | – | 0 | +100.0% | 0.00% | – |
| STL | Exit | STERLING BANCORP DEL COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| IBKC | Exit | IBERIABANK CORP COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| SLM | Exit | SLM CORP COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| AIMC | Exit | ALTRA INDL MOTION CORP COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| DXCM | Exit | DEXCOM INC COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-04-29
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| BARNES GROUP INC COM | 28 | Q3 2023 | 19.4% |
| APPLE INC COM | 28 | Q3 2023 | 3.8% |
| SCHWAB U.S. LARGE-CAP GROWTH ETF | 28 | Q3 2023 | 8.3% |
| ISHARES TR | 28 | Q3 2023 | 4.4% |
| VANGUARD SPECIALIZED PORTFOL | 28 | Q3 2023 | 4.2% |
| VANGUARD TOTAL STOCK MARKET INDEX FUND | 28 | Q3 2023 | 2.2% |
| MICROSOFT CORP COM | 28 | Q3 2023 | 1.9% |
| AMAZON COM INC COM | 28 | Q3 2023 | 1.7% |
| ISHARES TR | 28 | Q3 2023 | 1.9% |
| VANGUARD TAX MANAGED INTL FD | 28 | Q3 2023 | 2.0% |
View Patriot Financial Group Insurance Agency, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-30 |
| 13F-HR | 2024-01-19 |
| 13F-HR | 2023-10-19 |
| 13F-HR | 2023-07-17 |
| 13F-HR | 2023-04-20 |
| 13F-HR | 2023-01-17 |
| 13F-HR | 2022-11-01 |
| 13F-HR | 2022-07-29 |
| 13F-HR | 2022-05-11 |
| 13F-HR | 2022-01-10 |
View Patriot Financial Group Insurance Agency, 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.