$436 Million is the total value of Patriot Financial Group Insurance Agency, LLC's 2060 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was 8.8% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BCAT | BLACKROCK CAP ALLOCATION TR COMcef | $1,334,000 | -5.7% | 65,000 | 0.0% | 0.31% | -13.8% | |
| OKTA | OKTA INC CL Astock | $903,000 | -13.3% | 4,097 | 0.0% | 0.21% | -20.7% | |
| EFA | ISHARES MSCI EAFE ETFetf | $670,000 | +3.9% | 8,836 | 0.0% | 0.15% | -4.9% | |
| IBUY | AMPLIFY ONLINE RETAIL ETFetf | $475,000 | +8.7% | 3,825 | 0.0% | 0.11% | -0.9% | |
| ON | ON SEMICONDUCTOR CORP COMstock | $416,000 | +27.2% | 10,000 | 0.0% | 0.10% | +15.9% | |
| IDXX | IDEXX LABS INC COMstock | $391,000 | -2.2% | 800 | 0.0% | 0.09% | -10.0% | |
| EVN | EATON VANCE MUNI INCOME TRUST SH BEN INTcef | $379,000 | +3.0% | 27,500 | 0.0% | 0.09% | -5.4% | |
| COOP | MR COOPER GROUP INC COMstock | $368,000 | +12.2% | 10,575 | 0.0% | 0.08% | +2.4% | |
| QUS | SPDR MSCI USA STRATEGICFACTORS ETFetf | $299,000 | +6.0% | 2,695 | 0.0% | 0.07% | -2.8% | |
| EMLP | FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUNDetf | $271,000 | +8.4% | 11,900 | 0.0% | 0.06% | -1.6% | |
| FMHI | FIRST TRUST MUNICIPAL HIGH INCOME ETFetf | $271,000 | +1.5% | 4,968 | 0.0% | 0.06% | -7.5% | |
| VV | VANGUARD LARGE-CAP INDEX FUNDetf | $263,000 | +5.2% | 1,420 | 0.0% | 0.06% | -4.8% | |
| TD | TORONTO DOMINION BK ONT COM NEWstock | $250,000 | +15.2% | 3,838 | 0.0% | 0.06% | +5.6% | |
| GSHD | GOOSEHEAD INS INC COM CL Astock | $214,000 | -14.4% | 2,000 | 0.0% | 0.05% | -22.2% | |
| POCT | INNOVATOR S&P 500 POWER BUFFER ETF - OCTOBERetf | $215,000 | +2.9% | 7,527 | 0.0% | 0.05% | -5.8% | |
| CLDR | CLOUDERA INC COMstock | $206,000 | -12.7% | 16,957 | 0.0% | 0.05% | -20.3% | |
| UTF | COHEN & STEERS INFRASTRUCTURE COMcef | $201,000 | +8.1% | 7,208 | 0.0% | 0.05% | -2.1% | |
| PAUG | INNOVATOR S&P 500 POWER BUFFER ETF - AUGUSTetf | $196,000 | +2.1% | 6,785 | 0.0% | 0.04% | -6.2% | |
| RGI | INVESCO S&P 500 EQUAL WEIGHT INDUSTRIALS ETFetf | $178,000 | +12.7% | 1,000 | 0.0% | 0.04% | +2.5% | |
| XAR | SPDR S&P AEROSPACE & DEFENSE ETFetf | $180,000 | +9.1% | 1,435 | 0.0% | 0.04% | 0.0% | |
| TELL | TELLURIAN INC NEW COMstock | $173,000 | +82.1% | 73,972 | 0.0% | 0.04% | +66.7% | |
| DRSK | APTUS DEFINED RISK ETFetf | $157,000 | 0.0% | 5,365 | 0.0% | 0.04% | -7.7% | |
| ATI | ALLEGHENY TECHNOLOGIES INC COMstock | $145,000 | +25.0% | 6,900 | 0.0% | 0.03% | +13.8% | |
| GSG | ISHARES GSCI COMMODITY-INDEXED TRUSTetf | $140,000 | +13.8% | 10,000 | 0.0% | 0.03% | +3.2% | |
| HUM | HUMANA INC COMstock | $135,000 | +2.3% | 322 | 0.0% | 0.03% | -6.1% | |
| PTC | PTC INC COMstock | $132,000 | +14.8% | 960 | 0.0% | 0.03% | +3.4% | |
| AVK | ADVENT CONV & INCOME FD COMcef | $128,000 | +6.7% | 7,256 | 0.0% | 0.03% | -3.3% | |
| IYJ | ISHARES U.S. INDUSTRIALS ETFetf | $124,000 | +6.0% | 1,210 | 0.0% | 0.03% | -3.4% | |
| SGEN | SEAGEN INC COMstock | $121,000 | -20.4% | 870 | 0.0% | 0.03% | -26.3% | |
| EPAM | EPAM SYS INC COMstock | $119,000 | +10.2% | 300 | 0.0% | 0.03% | 0.0% | |
| XHS | SPDR S&P HEALTH CARE SERVICES ETFetf | $120,000 | +9.1% | 1,132 | 0.0% | 0.03% | -3.6% | |
| BHP | BHP GROUP LTD SPONSORED ADSadr | $113,000 | +6.6% | 1,628 | 0.0% | 0.03% | -3.7% | |
| VRP | INVESCO VARIABLE RATE PREFERRED ETFetf | $114,000 | -0.9% | 4,413 | 0.0% | 0.03% | -10.3% | |
| BMRN | BIOMARIN PHARMACEUTICAL INC COMstock | $113,000 | -14.4% | 1,500 | 0.0% | 0.03% | -21.2% | |
| NUBD | NUVEEN ESG U.S. AGGREGATE BOND ETFetf | $109,000 | -3.5% | 4,218 | 0.0% | 0.02% | -10.7% | |
| BZM | BLACKROCK MD MUN BD TR COMcef | $108,000 | -3.6% | 7,225 | 0.0% | 0.02% | -10.7% | |
| DMB | BNY MELLON MUN BD INFRASTRUCTU COM SHScef | $106,000 | +1.0% | 7,500 | 0.0% | 0.02% | -7.7% | |
| SMTX | SMTC CORP COM NEWstock | $105,000 | +20.7% | 17,500 | 0.0% | 0.02% | +9.1% | |
| JPC | NUVEEN PFD & INCOME OPPORTUNIT COMcef | $106,000 | 0.0% | 11,159 | 0.0% | 0.02% | -11.1% | |
| LTHM | LIVENT CORP COMstock | $104,000 | -8.0% | 6,000 | 0.0% | 0.02% | -14.3% | |
| ACIO | APTUS COLLARED INCOME OPPORTUNITY ETFetf | $99,000 | +2.1% | 3,484 | 0.0% | 0.02% | -4.2% | |
| ED | CONSOLIDATED EDISON INC COMstock | $101,000 | +3.1% | 1,350 | 0.0% | 0.02% | -8.0% | |
| JDD | NUVEEN DIVERSIFIED DIVID & INC COMcef | $101,000 | +7.4% | 10,667 | 0.0% | 0.02% | -4.2% | |
| SUSA | ISHARES MSCI USA ESG SELECT ETFetf | $97,000 | +6.6% | 1,106 | 0.0% | 0.02% | -4.3% | |
| JGH | NUVEEN GLOBAL HIGH INCOME FD SHScef | $95,000 | 0.0% | 6,111 | 0.0% | 0.02% | -8.3% | |
| RWO | SPDR DOW JONES GLOBAL REAL ESTATE ETFetf | $98,000 | +6.5% | 2,080 | 0.0% | 0.02% | -4.3% | |
| ADME | APTUS DRAWDOWN MANAGED EQUITY ETFetf | $93,000 | +1.1% | 2,556 | 0.0% | 0.02% | -8.7% | |
| HASI | HANNON ARMSTRONG SUST INFR CAP COMreit | $93,000 | -11.4% | 1,650 | 0.0% | 0.02% | -19.2% | |
| NGG | NATIONAL GRID PLC SPONSORED ADR NEadr | $88,000 | +1.1% | 1,478 | 0.0% | 0.02% | -9.1% | |
| MDNA | MEDICENNA THERAPEUTICS CORP COMstock | $84,000 | -12.5% | 20,550 | 0.0% | 0.02% | -20.8% | |
| PFL | PIMCO INCOME STRATEGY FD COMcef | $81,000 | +5.2% | 6,714 | 0.0% | 0.02% | 0.0% | |
| RY | ROYAL BK CDA COMstock | $84,000 | +12.0% | 916 | 0.0% | 0.02% | 0.0% | |
| SNPS | SYNOPSYS INC COMstock | $85,000 | -4.5% | 343 | 0.0% | 0.02% | -13.6% | |
| AGZ | ISHARES AGENCY BOND ETFetf | $78,000 | -1.3% | 661 | 0.0% | 0.02% | -10.0% | |
| ASHR | X-TRACKERS HARVEST CSI 300 CHINA A-SHARES ETFetf | $77,000 | -3.8% | 2,000 | 0.0% | 0.02% | -10.0% | |
| OSPN | ONESPAN INC COMstock | $77,000 | +18.5% | 3,150 | 0.0% | 0.02% | +12.5% | |
| CP | CANADIAN PAC RY LTD COMstock | $76,000 | +10.1% | 200 | 0.0% | 0.02% | 0.0% | |
| EOS | EATON VANCE ENHANCED EQUITY IN COMcef | $69,000 | 0.0% | 3,195 | 0.0% | 0.02% | -5.9% | |
| DECK | DECKERS OUTDOOR CORP COMstock | $70,000 | +14.8% | 213 | 0.0% | 0.02% | +6.7% | |
| MPLX | MPLX LP COM UNIT REP LTDstock | $70,000 | +18.6% | 2,734 | 0.0% | 0.02% | +6.7% | |
| FBHS | FORTUNE BRANDS HOME & SEC INC COMstock | $68,000 | +11.5% | 711 | 0.0% | 0.02% | +6.7% | |
| CRUS | CIRRUS LOGIC INC COMstock | $64,000 | +3.2% | 750 | 0.0% | 0.02% | -6.2% | |
| CHD | CHURCH & DWIGHT INC COMstock | $66,000 | 0.0% | 754 | 0.0% | 0.02% | -11.8% | |
| CZA | INVESCO ZACKS MID-CAP ETFetf | $66,000 | +10.0% | 789 | 0.0% | 0.02% | 0.0% | |
| PNOV | INNOVATOR S&P 500 POWER BUFFER ETF - NOVEMBERetf | $64,000 | +1.6% | 2,169 | 0.0% | 0.02% | -6.2% | |
| DOCU | DOCUSIGN INC COMstock | $65,000 | -9.7% | 323 | 0.0% | 0.02% | -16.7% | |
| DJUN | FT CBOE VEST US EQUITY DEEP BUFFER ETF - JUNEetf | $61,000 | +1.7% | 1,858 | 0.0% | 0.01% | -6.7% | |
| PJUN | INNOVATOR S&P 500 POWER BUFFER ETF - JUNEetf | $62,000 | +1.6% | 2,038 | 0.0% | 0.01% | -6.7% | |
| J | JACOBS ENGR GROUP INC COMstock | $62,000 | +19.2% | 481 | 0.0% | 0.01% | +7.7% | |
| HSY | HERSHEY CO COMstock | $61,000 | +5.2% | 383 | 0.0% | 0.01% | -6.7% | |
| LNG | CHENIERE ENERGY INC COM NEWstock | $57,000 | +21.3% | 788 | 0.0% | 0.01% | +8.3% | |
| RYT | INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETFetf | $55,000 | +5.8% | 205 | 0.0% | 0.01% | 0.0% | |
| ZBH | ZIMMER BIOMET HOLDINGS INC COMstock | $55,000 | +3.8% | 346 | 0.0% | 0.01% | 0.0% | |
| GII | SPDR S&P GLOBAL INFRASTRUCTURE ETFetf | $56,000 | +3.7% | 1,088 | 0.0% | 0.01% | -7.1% | |
| VNM | VANECK VECTORS VIETNAM ETFetf | $58,000 | +3.6% | 3,200 | 0.0% | 0.01% | -7.1% | |
| FFTY | INNOVATOR IBD 50 ETFetf | $56,000 | +7.7% | 1,274 | 0.0% | 0.01% | 0.0% | |
| MNST | MONSTER BEVERAGE CORP NEW COMstock | $55,000 | 0.0% | 600 | 0.0% | 0.01% | -7.1% | |
| NSC | NORFOLK SOUTHN CORP COMstock | $51,000 | +13.3% | 189 | 0.0% | 0.01% | +9.1% | |
| ITW | ILLINOIS TOOL WKS INC COMstock | $52,000 | +8.3% | 236 | 0.0% | 0.01% | 0.0% | |
| AIEQ | AI POWERED EQUITY ETFetf | $52,000 | +8.3% | 1,347 | 0.0% | 0.01% | 0.0% | |
| IGHG | PROSHARES INVESTMENT GRADE-INTEREST RATE HEDGEDetf | $54,000 | +1.9% | 700 | 0.0% | 0.01% | -7.7% | |
| BTG | B2GOLD CORP COMstock | $52,000 | -22.4% | 12,000 | 0.0% | 0.01% | -29.4% | |
| CRTO | CRITEO S A SPONS ADSadr | $52,000 | +67.7% | 1,496 | 0.0% | 0.01% | +50.0% | |
| EDV | VANGUARD EXTENDED DURATION TREASURY INDEX FUNDetf | $51,000 | -17.7% | 410 | 0.0% | 0.01% | -25.0% | |
| PDEC | INNOVATOR S&P 500 POWER BUFFER ETF - DECEMBERetf | $52,000 | +2.0% | 1,760 | 0.0% | 0.01% | -7.7% | |
| R | RYDER SYS INC COMstock | $50,000 | +22.0% | 664 | 0.0% | 0.01% | +10.0% | |
| TECH | BIO-TECHNE CORP COMstock | $49,000 | +19.5% | 129 | 0.0% | 0.01% | +10.0% | |
| GNRC | GENERAC HLDGS INC COMstock | $49,000 | +44.1% | 150 | 0.0% | 0.01% | +22.2% | |
| GXC | SPDR S&P CHINA ETFetf | $46,000 | 0.0% | 350 | 0.0% | 0.01% | -8.3% | |
| STRL | STERLING CONSTR INC COMstock | $50,000 | +25.0% | 2,150 | 0.0% | 0.01% | +10.0% | |
| PHM | PULTE GROUP INC COMstock | $48,000 | +20.0% | 919 | 0.0% | 0.01% | +10.0% | |
| PCEF | INVESCO CEF INCOME COMPOSITE ETFetf | $50,000 | +2.0% | 2,169 | 0.0% | 0.01% | -8.3% | |
| NYF | ISHARES NEW YORK MUNI BOND ETFetf | $49,000 | -2.0% | 850 | 0.0% | 0.01% | -15.4% | |
| ZIXI | ZIX CORP COMstock | $49,000 | -12.5% | 6,500 | 0.0% | 0.01% | -21.4% | |
| IXJ | ISHARES GLOBAL HEALTHCARE ETFetf | $49,000 | 0.0% | 635 | 0.0% | 0.01% | -8.3% | |
| PDI | PIMCO DYNAMIC INCOME FD SHScef | $42,000 | +5.0% | 1,503 | 0.0% | 0.01% | 0.0% | |
| HEAR | TURTLE BEACH CORP COM NEWstock | $43,000 | +26.5% | 1,600 | 0.0% | 0.01% | +11.1% | |
| HACK | ETFMG PRIME CYBER SECURITY ETFetf | $42,000 | -4.5% | 756 | 0.0% | 0.01% | -9.1% | |
| MTRN | MATERION CORP COMstock | $43,000 | +4.9% | 650 | 0.0% | 0.01% | 0.0% | |
| VAC | MARRIOTT VACATIONS WORLDWIDE C COMstock | $44,000 | +25.7% | 252 | 0.0% | 0.01% | +11.1% | |
| ASA | ASA GOLD AND PRECIOUS MTLS LMT SHScef | $42,000 | -8.7% | 2,100 | 0.0% | 0.01% | -16.7% | |
| OSCV | OPUS SMALL CAP VALUE ETFetf | $40,000 | +14.3% | 1,261 | 0.0% | 0.01% | 0.0% | |
| MPW | MEDICAL PPTYS TRUST INC COMreit | $38,000 | -2.6% | 1,800 | 0.0% | 0.01% | -10.0% | |
| CET | CENTRAL SECS CORP COMcef | $41,000 | +17.1% | 1,070 | 0.0% | 0.01% | 0.0% | |
| GNW | GENWORTH FINL INC COM CL Astock | $40,000 | -11.1% | 11,990 | 0.0% | 0.01% | -18.2% | |
| HYT | BLACKROCK CORPOR HI YLD FD INC COMcef | $40,000 | +2.6% | 3,385 | 0.0% | 0.01% | -10.0% | |
| XRAY | DENTSPLY SIRONA INC COMstock | $40,000 | +21.2% | 622 | 0.0% | 0.01% | +12.5% | |
| ROBO | ROBO GLOBAL ROBOTICS AND AUTOMATION INDEX ETFetf | $38,000 | +2.7% | 600 | 0.0% | 0.01% | 0.0% | |
| QQQE | DIREXION NASDAQ-100 EQUAL WEIGHTED INDEX SHARESetf | $39,000 | +2.6% | 511 | 0.0% | 0.01% | -10.0% | |
| ICSH | BLACKROCK ULTRA SHORT-TERM BOND ETFetf | $39,000 | 0.0% | 781 | 0.0% | 0.01% | -10.0% | |
| H | HYATT HOTELS CORP COM CL Astock | $41,000 | +10.8% | 495 | 0.0% | 0.01% | 0.0% | |
| IVOG | VANGUARD S&P MID-CAP 400 GROWTH ETFetf | $39,000 | +8.3% | 200 | 0.0% | 0.01% | 0.0% | |
| JBL | JABIL INC COMstock | $40,000 | +21.2% | 775 | 0.0% | 0.01% | +12.5% | |
| PACW | PACWEST BANCORP DEL COMstock | $38,000 | +52.0% | 1,000 | 0.0% | 0.01% | +50.0% | |
| AYX | ALTERYX INC COM CL Astock | $33,000 | -32.7% | 400 | 0.0% | 0.01% | -33.3% | |
| AMSC | AMERICAN SUPERCONDUCTOR CORP SHS NEWstock | $33,000 | -17.5% | 1,728 | 0.0% | 0.01% | -20.0% | |
| CDNS | CADENCE DESIGN SYSTEM INC COMstock | $36,000 | 0.0% | 263 | 0.0% | 0.01% | -11.1% | |
| CE | CELANESE CORP DEL COMstock | $35,000 | +16.7% | 233 | 0.0% | 0.01% | 0.0% | |
| FNOV | FT CBOE VEST U.S. EQUITY BUFFER ETF - NOVEMBERetf | $37,000 | +5.7% | 1,000 | 0.0% | 0.01% | -11.1% | |
| GDRX | GOODRX HLDGS INC COM CL Astock | $33,000 | -2.9% | 850 | 0.0% | 0.01% | -11.1% | |
| PSEP | INNOVATOR S&P 500 POWER BUFFER ETF - SEPTEMBERetf | $33,000 | +3.1% | 1,142 | 0.0% | 0.01% | 0.0% | |
| PGJ | INVESCO GOLDEN DRAGON CHINA ETFetf | $35,000 | 0.0% | 550 | 0.0% | 0.01% | -11.1% | |
| IDU | ISHARES U.S. UTILITIES ETFetf | $33,000 | 0.0% | 420 | 0.0% | 0.01% | 0.0% | |
| IJT | ISHARES S&P SMALL-CAP 600 GROWTH ETFetf | $36,000 | +12.5% | 281 | 0.0% | 0.01% | 0.0% | |
| TAP | MOLSON COORS BEVERAGE CO CL Bstock | $33,000 | +13.8% | 650 | 0.0% | 0.01% | +14.3% | |
| NEA | NUVEEN AMT FREE QLTY MUN INCME COMcef | $35,000 | 0.0% | 2,350 | 0.0% | 0.01% | -11.1% | |
| JRS | NUVEEN REAL ESTATE INCOME FD COMcef | $33,000 | +13.8% | 3,453 | 0.0% | 0.01% | +14.3% | |
| XSD | SPDR S&P SEMICONDUCTOR ETFetf | $37,000 | +8.8% | 200 | 0.0% | 0.01% | -11.1% | |
| STAG | STAG INDL INC COMreit | $34,000 | +9.7% | 1,000 | 0.0% | 0.01% | 0.0% | |
| XMPT | VANECK VECTORS CEF MUNICIPAL INCOME ETFetf | $37,000 | 0.0% | 1,300 | 0.0% | 0.01% | -11.1% | |
| VPU | VANGUARD UTILITIES INDEX FUNDetf | $35,000 | +2.9% | 247 | 0.0% | 0.01% | -11.1% | |
| DFE | WISDOMTREE EUROPE SMALLCAP DIVIDEND FUNDetf | $35,000 | +6.1% | 505 | 0.0% | 0.01% | 0.0% | |
| FRO | FRONTLINE LTD SHS NEWstock | $33,000 | +17.9% | 4,581 | 0.0% | 0.01% | +14.3% | |
| ESTC | ELASTIC N V ORD SHSstock | $33,000 | -25.0% | 300 | 0.0% | 0.01% | -27.3% | |
| ANET | ARISTA NETWORKS INC COMstock | $30,000 | +3.4% | 100 | 0.0% | 0.01% | 0.0% | |
| W | WAYFAIR INC CL Astock | $31,000 | +34.8% | 100 | 0.0% | 0.01% | +16.7% | |
| NVEE | NV5 GLOBAL INC COMstock | $29,000 | +20.8% | 300 | 0.0% | 0.01% | +16.7% | |
| CSD | INVESCO S&P SPIN-OFF ETFetf | $31,000 | +10.7% | 500 | 0.0% | 0.01% | 0.0% | |
| CORP | PIMCO INVESTMENT GRADE CORPORATE BOND INDEX EXCHANGE-TRADED FUNDetf | $32,000 | -5.9% | 290 | 0.0% | 0.01% | -22.2% | |
| GAB | GABELLI EQUITY TR INC COMcef | $32,000 | +6.7% | 4,750 | 0.0% | 0.01% | -12.5% | |
| KRG | KITE RLTY GROUP TR COM NEWreit | $30,000 | +30.4% | 1,565 | 0.0% | 0.01% | +16.7% | |
| BFB | BROWN FORMAN CORP CL Bstock | $32,000 | -11.1% | 459 | 0.0% | 0.01% | -22.2% | |
| PKB | INVESCO DYNAMIC BUILDING & CONSTRUCTION ETFetf | $30,000 | +20.0% | 603 | 0.0% | 0.01% | +16.7% | |
| PRN | INVESCO DWA INDUSTRIALS MOMENTUM ETFetf | $31,000 | +10.7% | 300 | 0.0% | 0.01% | 0.0% | |
| PH | PARKER-HANNIFIN CORP COMstock | $27,000 | +17.4% | 85 | 0.0% | 0.01% | 0.0% | |
| PTMC | PACER TRENDPILOT US MID CAP ETFetf | $28,000 | +7.7% | 803 | 0.0% | 0.01% | -14.3% | |
| OSTK | OVERSTOCK COM INC DEL COMstock | $27,000 | +42.1% | 400 | 0.0% | 0.01% | +20.0% | |
| HDV | ISHARES CORE HIGH DIVIDEND ETFetf | $27,000 | +8.0% | 287 | 0.0% | 0.01% | 0.0% | |
| JPI | NUVEEN PFD & INCOME TERM FD COMcef | $28,000 | +3.7% | 1,100 | 0.0% | 0.01% | -14.3% | |
| PFD | FLAHERTY & CRUMRINE PFD INCOME COMcef | $27,000 | -3.6% | 1,500 | 0.0% | 0.01% | -14.3% | |
| BEP | BROOKFIELD RENEWABLE PARTNERS PARTNERSHIP UNITstock | $26,000 | 0.0% | 600 | 0.0% | 0.01% | -14.3% | |
| VIOO | VANGUARD S&P SMALL-CAP 600 ETFetf | $28,000 | +21.7% | 139 | 0.0% | 0.01% | 0.0% | |
| K | KELLOGG CO COMstock | $28,000 | 0.0% | 450 | 0.0% | 0.01% | -14.3% | |
| SID | COMPANHIA SIDERURGICA NACIONAL SPONSORED ADRadr | $28,000 | +12.0% | 4,150 | 0.0% | 0.01% | 0.0% | |
| LAND | GLADSTONE LD CORP COMreit | $26,000 | +30.0% | 1,400 | 0.0% | 0.01% | +20.0% | |
| GPS | GAP INC COMstock | $28,000 | +47.4% | 956 | 0.0% | 0.01% | +20.0% | |
| PKO | PIMCO INCOME OPPORTUNITY FD COMcef | $26,000 | +4.0% | 1,000 | 0.0% | 0.01% | 0.0% | |
| BCI | ABERDEEN STANDARD BLOOMBERG ALL COMMODITY STRATEGY K-1 FREE ETFetf | $21,000 | +5.0% | 912 | 0.0% | 0.01% | 0.0% | |
| MPV | BARINGS PARTN INVS SH BEN INTcef | $22,000 | +10.0% | 1,700 | 0.0% | 0.01% | 0.0% | |
| BEAM | BEAM THERAPEUTICS INC COMstock | $20,000 | 0.0% | 250 | 0.0% | 0.01% | 0.0% | |
| TRN | TRINITY INDS INC COMstock | $21,000 | +5.0% | 750 | 0.0% | 0.01% | 0.0% | |
| TRILLIUM THERAPEUTICS INC COM NEWstock | $21,000 | -27.6% | 2,000 | 0.0% | 0.01% | -28.6% | ||
| PWV | INVESCO DYNAMIC LARGE CAP VALUE ETFetf | $21,000 | +10.5% | 490 | 0.0% | 0.01% | 0.0% | |
| JLL | JONES LANG LASALLE INC COMstock | $20,000 | +25.0% | 110 | 0.0% | 0.01% | +25.0% | |
| BLD | TOPBUILD CORP COMstock | $20,000 | +17.6% | 94 | 0.0% | 0.01% | +25.0% | |
| CRH | CRH PLC ADRadr | $24,000 | +9.1% | 507 | 0.0% | 0.01% | -16.7% | |
| KBH | KB HOME COMstock | $23,000 | +35.3% | 500 | 0.0% | 0.01% | +25.0% | |
| SNX | SYNNEX CORP COMstock | $23,000 | +35.3% | 204 | 0.0% | 0.01% | +25.0% | |
| LRN | STRIDE INC COMstock | $22,000 | +46.7% | 720 | 0.0% | 0.01% | +25.0% | |
| STOR | STORE CAP CORP COMreit | $20,000 | 0.0% | 600 | 0.0% | 0.01% | 0.0% | |
| CPB | CAMPBELL SOUP CO COMstock | $20,000 | +5.3% | 400 | 0.0% | 0.01% | 0.0% | |
| CSWC | CAPITAL SOUTHWEST CORP COMcef | $20,000 | +25.0% | 900 | 0.0% | 0.01% | +25.0% | |
| CIEN | CIENA CORP COM NEWstock | $20,000 | +5.3% | 366 | 0.0% | 0.01% | 0.0% | |
| FDL | FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUNDetf | $20,000 | +11.1% | 618 | 0.0% | 0.01% | 0.0% | |
| EXPO | EXPONENT INC COMstock | $23,000 | +9.5% | 234 | 0.0% | 0.01% | 0.0% | |
| CYTK | CYTOKINETICS INC COM NEWstock | $22,000 | +10.0% | 950 | 0.0% | 0.01% | 0.0% | |
| DRI | DARDEN RESTAURANTS INC COMstock | $21,000 | +16.7% | 149 | 0.0% | 0.01% | 0.0% | |
| DELL | DELL TECHNOLOGIES INC CL Cstock | $23,000 | +21.1% | 259 | 0.0% | 0.01% | 0.0% | |
| DNLI | DENALI THERAPEUTICS INC COMstock | $20,000 | -31.0% | 350 | 0.0% | 0.01% | -28.6% | |
| MGPI | MGP INGREDIENTS INC NEW COMstock | $21,000 | +23.5% | 353 | 0.0% | 0.01% | +25.0% | |
| HYS | PIMCO 0-5 YEAR HIGH YIELD CORPORATE BOND INDEX EXCHANGE-TRADED FUNDetf | $20,000 | 0.0% | 206 | 0.0% | 0.01% | 0.0% | |
| VLU | SPDR S&P 1500 VALUE TILT ETFetf | $21,000 | +16.7% | 150 | 0.0% | 0.01% | 0.0% | |
| DVAX | DYNAVAX TECHNOLOGIES CORP COM NEWstock | $20,000 | +122.2% | 2,070 | 0.0% | 0.01% | +150.0% | |
| FIVG | DEFIANCE NEXT GEN CONNECTIVITY ETFetf | $23,000 | +4.5% | 656 | 0.0% | 0.01% | -16.7% | |
| AVAV | AEROVIRONMENT INC COMstock | $23,000 | +35.3% | 200 | 0.0% | 0.01% | +25.0% | |
| IDA | IDACORP INC COMstock | $20,000 | +5.3% | 200 | 0.0% | 0.01% | 0.0% | |
| ZG | ZILLOW GROUP INC CL Astock | $20,000 | 0.0% | 150 | 0.0% | 0.01% | 0.0% | |
| VRM | VROOM INC COMstock | $24,000 | -7.7% | 625 | 0.0% | 0.01% | -28.6% | |
| CIZ | VICTORYSHARES DEVELOPED ENHANCED VOLATILITY WTD INDEX ETFetf | $24,000 | 0.0% | 750 | 0.0% | 0.01% | -16.7% | |
| CGW | INVESCO S&P GLOBAL WATER INDEX ETFetf | $20,000 | +5.3% | 400 | 0.0% | 0.01% | 0.0% | |
| ABR | ARBOR REALTY TRUST INC COMreit | $24,000 | +14.3% | 1,500 | 0.0% | 0.01% | 0.0% | |
| ACA | ARCOSA INC COMstock | $22,000 | +15.8% | 342 | 0.0% | 0.01% | 0.0% | |
| LW | LAMB WESTON HLDGS INC COMstock | $17,000 | 0.0% | 221 | 0.0% | 0.00% | 0.0% | |
| OUSA | OSHARES U.S. QUALITY DIVIDEND ETFetf | $17,000 | +6.2% | 426 | 0.0% | 0.00% | 0.0% | |
| ILCB | ISHARES MORNINGSTAR US EQUITY ETFetf | $17,000 | +6.2% | 75 | 0.0% | 0.00% | 0.0% | |
| UPRO | PROSHARES ULTRAPRO S&P 500etf | $18,000 | +20.0% | 200 | 0.0% | 0.00% | 0.0% | |
| CLH | CLEAN HARBORS INC COMstock | $17,000 | +13.3% | 200 | 0.0% | 0.00% | 0.0% | |
| FN | FABRINET SHSstock | $16,000 | +14.3% | 175 | 0.0% | 0.00% | 0.0% | |
| HRB | BLOCK H & R INC COMstock | $18,000 | +38.5% | 830 | 0.0% | 0.00% | +33.3% | |
| BCC | BOISE CASCADE CO DEL COMstock | $18,000 | +28.6% | 301 | 0.0% | 0.00% | 0.0% | |
| MBT | MOBILE TELESYSTEMS PJSC SPONSORED ADRadr | $18,000 | -5.3% | 2,154 | 0.0% | 0.00% | -20.0% | |
| VIGI | VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETFetf | $19,000 | +5.6% | 225 | 0.0% | 0.00% | -20.0% | |
| IGE | ISHARES NORTH AMERICAN NATURAL RESOURCES ETFetf | $19,000 | +18.8% | 693 | 0.0% | 0.00% | 0.0% | |
| CBU | COMMUNITY BK SYS INC COMstock | $17,000 | +21.4% | 217 | 0.0% | 0.00% | 0.0% | |
| EQR | EQUITY RESIDENTIAL SH BEN INTreit | $18,000 | +20.0% | 250 | 0.0% | 0.00% | 0.0% | |
| PK | PARK HOTELS & RESORTS INC COMreit | $18,000 | +20.0% | 851 | 0.0% | 0.00% | 0.0% | |
| HSC | HARSCO CORP COMstock | $17,000 | -5.6% | 1,000 | 0.0% | 0.00% | -20.0% | |
| LCTX | LINEAGE CELL THERAPEUTICS INC COMstock | $16,000 | +33.3% | 7,000 | 0.0% | 0.00% | +33.3% | |
| CNMD | CONMED CORP COMstock | $19,000 | +18.8% | 143 | 0.0% | 0.00% | 0.0% | |
| EXI | ISHARES GLOBAL INDUSTRIALS ETFetf | $17,000 | +6.2% | 150 | 0.0% | 0.00% | 0.0% | |
| NEOG | NEOGEN CORP COMstock | $18,000 | +12.5% | 203 | 0.0% | 0.00% | 0.0% | |
| OMCL | OMNICELL COM COMstock | $19,000 | +11.8% | 144 | 0.0% | 0.00% | 0.0% | |
| TTWO | TAKE-TWO INTERACTIVE SOFTWARE COMstock | $18,000 | -14.3% | 102 | 0.0% | 0.00% | -20.0% | |
| ACLS | AXCELIS TECHNOLOGIES INC COM NEWstock | $18,000 | +38.5% | 450 | 0.0% | 0.00% | +33.3% | |
| SUPN | SUPERNUS PHARMACEUTICALS INC COMstock | $17,000 | 0.0% | 659 | 0.0% | 0.00% | 0.0% | |
| JFR | NUVEEN FLOATING RATE INCOME FD COMcef | $16,000 | +14.3% | 1,650 | 0.0% | 0.00% | 0.0% | |
| GFN | GENERAL FIN CORP DEL COMstock | $18,000 | +38.5% | 1,500 | 0.0% | 0.00% | +33.3% | |
| RP | REALPAGE INC COMstock | $17,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
| HAL | HALLIBURTON CO COMstock | $18,000 | +12.5% | 841 | 0.0% | 0.00% | 0.0% | |
| NEWT | NEWTEK BUSINESS SVCS CORP COM NEWcef | $17,000 | +30.8% | 642 | 0.0% | 0.00% | +33.3% | |
| NVCR | NOVOCURE LTD ORD SHSstock | $19,000 | -24.0% | 142 | 0.0% | 0.00% | -33.3% | |
| ATO | ATMOS ENERGY CORP COMstock | $16,000 | 0.0% | 166 | 0.0% | 0.00% | 0.0% | |
| XYL | XYLEM INC COMstock | $17,000 | +6.2% | 162 | 0.0% | 0.00% | 0.0% | |
| TRTN | TRITON INTL LTD CL Astock | $17,000 | +13.3% | 315 | 0.0% | 0.00% | 0.0% | |
| POWI | POWER INTEGRATIONS INC COMstock | $16,000 | 0.0% | 198 | 0.0% | 0.00% | 0.0% | |
| FSLF | FIRST EAGLE SENIOR LOAN FUND COM NEWcef | $18,000 | +5.9% | 1,250 | 0.0% | 0.00% | 0.0% | |
| IPHI | INPHI CORP COMstock | $18,000 | +12.5% | 100 | 0.0% | 0.00% | 0.0% | |
| PLXS | PLEXUS CORP COMstock | $19,000 | +18.8% | 205 | 0.0% | 0.00% | 0.0% | |
| DT | DYNATRACE INC COM NEWstock | $17,000 | +13.3% | 349 | 0.0% | 0.00% | 0.0% | |
| ISCV | ISHARES MORNINGSTAR SMALL-CAP VALUE ETFetf | $15,000 | +15.4% | 90 | 0.0% | 0.00% | 0.0% | |
| AOA | ISHARES S&P AGGRESSIVE ALLOCATION FUNDetf | $14,000 | 0.0% | 215 | 0.0% | 0.00% | -25.0% | |
| PODD | INSULET CORP COMstock | $15,000 | 0.0% | 58 | 0.0% | 0.00% | -25.0% | |
| NSIT | INSIGHT ENTERPRISES INC COMstock | $13,000 | +30.0% | 132 | 0.0% | 0.00% | 0.0% | |
| HOV | HOVNANIAN ENTERPRISES INC CL A NEWstock | $14,000 | +250.0% | 128 | 0.0% | 0.00% | +200.0% | |
| HPE | HEWLETT PACKARD ENTERPRISE CO COMstock | $11,000 | +37.5% | 675 | 0.0% | 0.00% | +50.0% | |
| HL | HECLA MNG CO COMstock | $13,000 | -13.3% | 2,297 | 0.0% | 0.00% | -25.0% | |
| HEQ | JOHN HANCOCK HEDGED EQUITY & I COMcef | $11,000 | +10.0% | 900 | 0.0% | 0.00% | 0.0% | |
| LCII | LCI INDS COMstock | $13,000 | +8.3% | 95 | 0.0% | 0.00% | 0.0% | |
| GHC | GRAHAM HLDGS CO COM CL Bstock | $15,000 | +7.1% | 27 | 0.0% | 0.00% | -25.0% | |
| GBCI | GLACIER BANCORP INC NEW COMstock | $13,000 | +18.2% | 233 | 0.0% | 0.00% | 0.0% | |
| GMAB | GENMAB A/S SPONSORED ADSadr | $12,000 | -14.3% | 355 | 0.0% | 0.00% | -25.0% | |
| MEDP | MEDPACE HLDGS INC COMstock | $11,000 | +10.0% | 69 | 0.0% | 0.00% | 0.0% | |
| MTH | MERITAGE HOMES CORP COMstock | $14,000 | +7.7% | 156 | 0.0% | 0.00% | 0.0% | |
| MYGN | MYRIAD GENETICS INC COMstock | $12,000 | +50.0% | 400 | 0.0% | 0.00% | +50.0% | |
| NVEC | NVE CORP COM NEWstock | $14,000 | +27.3% | 200 | 0.0% | 0.00% | 0.0% | |
| FELE | FRANKLIN ELEC INC COMstock | $14,000 | +16.7% | 172 | 0.0% | 0.00% | 0.0% | |
| NTES | NETEASE INC SPONSORED ADSadr | $14,000 | +7.7% | 140 | 0.0% | 0.00% | 0.0% | |
| NYMT | NEW YORK MTG TR INC COM PAR $.02reit | $13,000 | +18.2% | 3,000 | 0.0% | 0.00% | 0.0% | |
| NSL | NUVEEN SR INCOME FD COMcef | $15,000 | +15.4% | 2,600 | 0.0% | 0.00% | 0.0% | |
| NUV | NUVEEN MUN VALUE FD INC COMcef | $11,000 | 0.0% | 1,000 | 0.0% | 0.00% | 0.0% | |
| RFEU | FIRST TRUST RIVERFRONT DYNAMIC EUROPE ETFetf | $11,000 | +10.0% | 160 | 0.0% | 0.00% | 0.0% | |
| ONB | OLD NATL BANCORP IND COMstock | $13,000 | +18.2% | 666 | 0.0% | 0.00% | 0.0% | |
| OMF | ONEMAIN HLDGS INC COMstock | $15,000 | +7.1% | 287 | 0.0% | 0.00% | -25.0% | |
| OSK | OSHKOSH CORP COMstock | $12,000 | +33.3% | 100 | 0.0% | 0.00% | +50.0% | |
| PBA | PEMBINA PIPELINE CORP COMstock | $11,000 | +22.2% | 382 | 0.0% | 0.00% | +50.0% | |
| PHK | PIMCO HIGH INCOME FD COM SHScef | $13,000 | +8.3% | 2,000 | 0.0% | 0.00% | 0.0% | |
| PDD | PINDUODUO INC SPONSORED ADSadr | $12,000 | -29.4% | 93 | 0.0% | 0.00% | -25.0% | |
| PING | PING IDENTITY HLDG CORP COMstock | $11,000 | -21.4% | 500 | 0.0% | 0.00% | -25.0% | |
| POR | PORTLAND GEN ELEC CO COM NEWstock | $12,000 | +9.1% | 250 | 0.0% | 0.00% | 0.0% | |
| RCM | R1 RCM INC COMstock | $12,000 | 0.0% | 500 | 0.0% | 0.00% | 0.0% | |
| EPR | EPR PPTYS COM SH BEN INTreit | $11,000 | +37.5% | 242 | 0.0% | 0.00% | +50.0% | |
| DBL | DOUBLELINE OPPORTUNISTIC CR FD COMcef | $12,000 | 0.0% | 600 | 0.0% | 0.00% | 0.0% | |
| DIOD | DIODES INC COMstock | $15,000 | +15.4% | 189 | 0.0% | 0.00% | 0.0% | |
| SHE | SPDR SSGA GENDER DIVERSITY INDEX ETFetf | $14,000 | 0.0% | 151 | 0.0% | 0.00% | -25.0% | |
| COKE | COCA COLA CONS INC COMstock | $14,000 | +7.7% | 50 | 0.0% | 0.00% | 0.0% | |
| GLQ | CLOUGH GLOBAL EQUITY FD COMcef | $14,000 | +16.7% | 900 | 0.0% | 0.00% | 0.0% | |
| SSP | SCRIPPS E W CO OHIO CL A NEWstock | $12,000 | +33.3% | 608 | 0.0% | 0.00% | +50.0% | |
| SND | SMART SAND INC COMstock | $12,000 | +50.0% | 4,850 | 0.0% | 0.00% | +50.0% | |
| TDC | TERADATA CORP DEL COMstock | $14,000 | +75.0% | 360 | 0.0% | 0.00% | +50.0% | |
| RARE | ULTRAGENYX PHARMACEUTICAL INC COMstock | $15,000 | -21.1% | 136 | 0.0% | 0.00% | -40.0% | |
| MTN | VAIL RESORTS INC COMstock | $11,000 | +10.0% | 37 | 0.0% | 0.00% | 0.0% | |
| MVF | BLACKROCK MUNIVEST FD INC COMcef | $12,000 | 0.0% | 1,255 | 0.0% | 0.00% | 0.0% | |
| IVOO | VANGUARD S&P MID-CAP 400 ETFetf | $12,000 | +9.1% | 68 | 0.0% | 0.00% | 0.0% | |
| VT | VANGUARD TOTAL WORLD STOCK INDEX FUNDetf | $14,000 | 0.0% | 149 | 0.0% | 0.00% | -25.0% | |
| CAR | AVIS BUDGET GROUP COMstock | $11,000 | +83.3% | 148 | 0.0% | 0.00% | +50.0% | |
| AIT | APPLIED INDL TECHNOLOGIES INC COMstock | $13,000 | +18.2% | 138 | 0.0% | 0.00% | 0.0% | |
| WING | WINGSTOP INC COMstock | $14,000 | 0.0% | 107 | 0.0% | 0.00% | -25.0% | |
| DWM | WISDOMTREE INTERNATIONAL EQUITY FUNDetf | $12,000 | 0.0% | 232 | 0.0% | 0.00% | 0.0% | |
| AEIS | ADVANCED ENERGY INDS COMstock | $12,000 | +20.0% | 106 | 0.0% | 0.00% | 0.0% | |
| PEO | ADAM NAT RES FD INC COMcef | $11,000 | +22.2% | 766 | 0.0% | 0.00% | +50.0% | |
| WYNN | WYNN RESORTS LTD COMstock | $13,000 | +8.3% | 106 | 0.0% | 0.00% | 0.0% | |
| YEXT | YEXT INC COMstock | $15,000 | -11.8% | 1,050 | 0.0% | 0.00% | -25.0% | |
| BIP | BROOKFIELD INFRAST PARTNERS LP LP INT UNITstock | $11,000 | +10.0% | 200 | 0.0% | 0.00% | 0.0% | |
| AZZ | AZZ INC COMstock | $14,000 | +7.7% | 284 | 0.0% | 0.00% | 0.0% | |
| GNK | GENCO SHIPPING & TRADING LTD SHSstock | $11,000 | +37.5% | 1,100 | 0.0% | 0.00% | +50.0% | |
| CQP | CHENIERE ENERGY PARTNERS LP COM UNITstock | $8,000 | +14.3% | 200 | 0.0% | 0.00% | 0.0% | |
| USSG | XTRACKERS MSCI USA ESG LEADERS EQUITY ETFetf | $7,000 | +16.7% | 188 | 0.0% | 0.00% | 0.0% | |
| THRM | GENTHERM INC COMstock | $8,000 | +14.3% | 106 | 0.0% | 0.00% | 0.0% | |
| JBT | JOHN BEAN TECHNOLOGIES CORP COMstock | $9,000 | +12.5% | 68 | 0.0% | 0.00% | 0.0% | |
| RF | REGIONS FINANCIAL CORP NEW COMstock | $8,000 | +33.3% | 402 | 0.0% | 0.00% | 0.0% | |
| HIBB | HIBBETT SPORTS INC COMstock | $10,000 | +42.9% | 150 | 0.0% | 0.00% | 0.0% | |
| INSM | INSMED INC COM PAR $.01stock | $7,000 | 0.0% | 204 | 0.0% | 0.00% | 0.0% | |
| ITT | ITT INC COMstock | $7,000 | +16.7% | 80 | 0.0% | 0.00% | 0.0% | |
| TCS | CONTAINER STORE GROUP INC COMstock | $8,000 | +60.0% | 500 | 0.0% | 0.00% | +100.0% | |
| MOH | MOLINA HEALTHCARE INC COMstock | $8,000 | +14.3% | 34 | 0.0% | 0.00% | 0.0% | |
| MMSI | MERIT MED SYS INC COMstock | $10,000 | 0.0% | 174 | 0.0% | 0.00% | -33.3% | |
| AMRC | AMERESCO INC CL Astock | $10,000 | 0.0% | 200 | 0.0% | 0.00% | -33.3% | |
| PKX | POSCO SPONSORED ADRadr | $9,000 | +28.6% | 119 | 0.0% | 0.00% | 0.0% | |
| NGL | NGL ENERGY PARTNERS LP COM UNIT REPSTstock | $8,000 | -20.0% | 4,000 | 0.0% | 0.00% | -33.3% | |
| PSCD | INVESCO S&P SMALLCAP CONSUMER DISCRETIONARY PORTFOLIOetf | $9,000 | +28.6% | 80 | 0.0% | 0.00% | 0.0% | |
| DVN | DEVON ENERGY CORP NEW COMstock | $9,000 | +50.0% | 392 | 0.0% | 0.00% | 0.0% | |
| IHE | ISHARES U.S. PHARMACEUTICALS ETFetf | $10,000 | 0.0% | 54 | 0.0% | 0.00% | -33.3% | |
| SFL | SFL CORPORATION LTD SHSstock | $8,000 | +33.3% | 1,000 | 0.0% | 0.00% | 0.0% | |
| NTLA | INTELLIA THERAPEUTICS INC COMstock | $8,000 | +60.0% | 100 | 0.0% | 0.00% | +100.0% | |
| IEV | ISHARES EUROPE ETFetf | $10,000 | 0.0% | 200 | 0.0% | 0.00% | -33.3% | |
| BELFB | BEL FUSE INC CL Bstock | $10,000 | +25.0% | 500 | 0.0% | 0.00% | 0.0% | |
| ATHX | ATHERSYS INC NEW COMstock | $7,000 | 0.0% | 4,000 | 0.0% | 0.00% | 0.0% | |
| REGI | RENEWABLE ENERGY GROUP INC COM NEWstock | $7,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| MED | MEDIFAST INC COMstock | $9,000 | +12.5% | 41 | 0.0% | 0.00% | 0.0% | |
| ASH | ASHLAND GLOBAL HLDGS INC COMstock | $8,000 | +14.3% | 91 | 0.0% | 0.00% | 0.0% | |
| PCF | HIGH INCOME SECS FD SHS BEN INTcef | $10,000 | +11.1% | 1,100 | 0.0% | 0.00% | 0.0% | |
| EPI | WISDOMTREE INDIA EARNINGS FUNDetf | $8,000 | 0.0% | 267 | 0.0% | 0.00% | 0.0% | |
| PLNT | PLANET FITNESS INC CL Astock | $7,000 | 0.0% | 94 | 0.0% | 0.00% | 0.0% | |
| IMMR | IMMERSION CORP COMstock | $9,000 | -10.0% | 900 | 0.0% | 0.00% | -33.3% | |
| NYCB | NEW YORK CMNTY BANCORP INC COMstock | $9,000 | +28.6% | 700 | 0.0% | 0.00% | 0.0% | |
| CODI | COMPASS DIVERSIFIED SH BEN INTstock | $9,000 | +12.5% | 400 | 0.0% | 0.00% | 0.0% | |
| VRT | VERTIV HOLDINGS CO COM CL Astock | $8,000 | 0.0% | 402 | 0.0% | 0.00% | 0.0% | |
| GLAD | GLADSTONE CAPITAL CORP COMcef | $10,000 | +11.1% | 1,000 | 0.0% | 0.00% | 0.0% | |
| RMRM | RMR MORTGAGE TR COMcef | $7,000 | +16.7% | 555 | 0.0% | 0.00% | 0.0% | |
| GERM | ETFMG TREATMENTS TESTING AND ADVANCEMENTS ETFetf | $7,000 | +16.7% | 202 | 0.0% | 0.00% | 0.0% | |
| BEPC | BROOKFIELD RENEWABLE CORP CL A SUB VTGstock | $7,000 | -22.2% | 149 | 0.0% | 0.00% | 0.0% | |
| FOCS | FOCUS FINL PARTNERS INC COM CL Astock | $8,000 | -11.1% | 200 | 0.0% | 0.00% | 0.0% | |
| PID | INVESCO INTERNATIONAL DIVIDEND ACHIEVERS ETFetf | $10,000 | +11.1% | 593 | 0.0% | 0.00% | 0.0% | |
| IEO | ISHARES U.S. OIL & GAS EXPLORATION & PRODUCTION ETFetf | $9,000 | +50.0% | 180 | 0.0% | 0.00% | 0.0% | |
| MRO | MARATHON OIL CORP COMstock | $7,000 | +75.0% | 617 | 0.0% | 0.00% | +100.0% | |
| OCUL | OCULAR THERAPEUTIX INC COMstock | $7,000 | -12.5% | 400 | 0.0% | 0.00% | 0.0% | |
| JPIB | JPMORGAN INTERNATIONAL BOND OPPORTUNITIES ETFetf | $10,000 | 0.0% | 189 | 0.0% | 0.00% | -33.3% | |
| BBUS | JPMORGAN BETABUILDERS U.S. EQUITY ETFetf | $8,000 | 0.0% | 114 | 0.0% | 0.00% | 0.0% | |
| PLAN | ANAPLAN INC COMstock | $7,000 | -22.2% | 131 | 0.0% | 0.00% | 0.0% | |
| SYNA | SYNAPTICS INC COMstock | $7,000 | +40.0% | 50 | 0.0% | 0.00% | +100.0% | |
| BIF | BOULDER GROWTH & INCOME FD INC COMcef | $10,000 | +11.1% | 802 | 0.0% | 0.00% | 0.0% | |
| MEI | METHODE ELECTRS INC COMstock | $9,000 | 0.0% | 223 | 0.0% | 0.00% | 0.0% | |
| JQC | NUVEEN CR STRATEGIES INCOME FD COM SHScef | $9,000 | 0.0% | 1,450 | 0.0% | 0.00% | 0.0% | |
| BLDP | BALLARD PWR SYS INC NEW COMstock | $7,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% | |
| ETW | EATON VANCE TAX-MANAGED GLOBAL COMcef | $10,000 | 0.0% | 995 | 0.0% | 0.00% | -33.3% | |
| WW | WW INTL INC COMstock | $9,000 | +28.6% | 300 | 0.0% | 0.00% | 0.0% | |
| KALU | KAISER ALUMINUM CORP COM PAR $0.01stock | $7,000 | +16.7% | 62 | 0.0% | 0.00% | 0.0% | |
| HPF | HANCOCK JOHN PFD INCOME FD II COMcef | $8,000 | 0.0% | 400 | 0.0% | 0.00% | 0.0% | |
| SEIC | SEI INVTS CO COMstock | $9,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% | |
| UCBI | UNITED CMNTY BKS BLAIRSVLE GA COMstock | $9,000 | +28.6% | 260 | 0.0% | 0.00% | 0.0% | |
| KAR | KAR AUCTION SVCS INC COMstock | $10,000 | -16.7% | 650 | 0.0% | 0.00% | -33.3% | |
| EQH | EQUITABLE HLDGS INC COMstock | $8,000 | +33.3% | 242 | 0.0% | 0.00% | 0.0% | |
| DX | DYNEX CAP INC COMreit | $10,000 | +11.1% | 533 | 0.0% | 0.00% | 0.0% | |
| UIHC | UNITED INS HLDGS CORP COMstock | $7,000 | +16.7% | 1,000 | 0.0% | 0.00% | 0.0% | |
| MPWR | MONOLITHIC PWR SYS INC COMstock | $9,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
| VMC | VULCAN MATLS CO COMstock | $10,000 | +11.1% | 59 | 0.0% | 0.00% | 0.0% | |
| DIA | SPDR DOW JONES INDUSTRIAL AVERAGE ETFetf | $7,000 | +16.7% | 20 | 0.0% | 0.00% | 0.0% | |
| SPTS | SPDR PORTFOLIO SHORT TERM TREASURY ETFetf | $9,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% | |
| WNC | WABASH NATL CORP COMstock | $9,000 | 0.0% | 500 | 0.0% | 0.00% | 0.0% | |
| WDR | WADDELL & REED FINL INC CL Astock | $9,000 | -10.0% | 379 | 0.0% | 0.00% | -33.3% | |
| AWP | ABERDEEN GLOBAL PREMIER PPTYS COM SH BEN INTcef | $4,000 | 0.0% | 750 | 0.0% | 0.00% | 0.0% | |
| ETY | EATON VANCE TAX-MANAGED DIVERS COMcef | $6,000 | 0.0% | 500 | 0.0% | 0.00% | -50.0% | |
| CSTM | CONSTELLIUM SE CL A SHSstock | $5,000 | 0.0% | 350 | 0.0% | 0.00% | 0.0% | |
| CHGG | CHEGG INC COMstock | $4,000 | -20.0% | 50 | 0.0% | 0.00% | 0.0% | |
| CMCL | CALEDONIA MNG CORP PLC SHS NEWstock | $3,000 | 0.0% | 180 | 0.0% | 0.00% | 0.0% | |
| IYF | ISHARES U.S. FINANCIALS ETFetf | $4,000 | +33.3% | 48 | 0.0% | 0.00% | 0.0% | |
| SHAK | SHAKE SHACK INC CL Astock | $5,000 | +25.0% | 45 | 0.0% | 0.00% | 0.0% | |
| INFO | IHS MARKIT LTD SHSstock | $4,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% | |
| ASGN | ASGN INC COMstock | $4,000 | +33.3% | 38 | 0.0% | 0.00% | 0.0% | |
| WTM | WHITE MTNS INS GROUP LTD COMstock | $6,000 | +20.0% | 5 | 0.0% | 0.00% | 0.0% | |
| WLTW | WILLIS TOWERS WATSON PLC LTD SHSstock | $5,000 | 0.0% | 24 | 0.0% | 0.00% | 0.0% | |
| GRMN | GARMIN LTD SHSstock | $4,000 | +33.3% | 28 | 0.0% | 0.00% | 0.0% | |
| PAC | GRUPO AEROPUERTO DEL PACIFICO SPON ADR Badr | $4,000 | 0.0% | 37 | 0.0% | 0.00% | 0.0% | |
| SKX | SKECHERS U S A INC CL Astock | $4,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| RWLK | REWALK ROBOTICS LTD SHSstock | $3,000 | +50.0% | 1,436 | 0.0% | 0.00% | 0.0% | |
| WIX | WIX COM LTD SHSstock | $3,000 | +50.0% | 10 | 0.0% | 0.00% | 0.0% | |
| PFI | INVESCO DWA FINANCIAL MOMENTUM ETFetf | $5,000 | +25.0% | 101 | 0.0% | 0.00% | 0.0% | |
| EGP | EASTGROUP PPTYS INC COMreit | $4,000 | 0.0% | 29 | 0.0% | 0.00% | 0.0% | |
| LKQ | LKQ CORP COMstock | $6,000 | +20.0% | 150 | 0.0% | 0.00% | 0.0% | |
| GCOW | PACER GLOBAL CASH COWS DIVIDEND ETFetf | $5,000 | +25.0% | 150 | 0.0% | 0.00% | 0.0% | |
| CG | CARLYLE GROUP INC COMstock | $4,000 | +33.3% | 100 | 0.0% | 0.00% | 0.0% | |
| CAH | CARDINAL HEALTH INC COMstock | $6,000 | +20.0% | 100 | 0.0% | 0.00% | 0.0% | |
| HMSY | HMS HLDGS CORP COMstock | $4,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| MELI | MERCADOLIBRE INC COMstock | $3,000 | 0.0% | 2 | 0.0% | 0.00% | 0.0% | |
| KOPN | KOPIN CORP COMstock | $4,000 | +300.0% | 400 | 0.0% | 0.00% | – | |
| MFC | MANULIFE FINL CORP COMstock | $5,000 | +25.0% | 225 | 0.0% | 0.00% | 0.0% | |
| MNKD | MANNKIND CORP COM NEWstock | $3,000 | 0.0% | 840 | 0.0% | 0.00% | 0.0% | |
| SLF | SUN LIFE FINANCIAL INC. COMstock | $3,000 | 0.0% | 65 | 0.0% | 0.00% | 0.0% | |
| RUN | SUNRUN INC COMstock | $6,000 | -14.3% | 104 | 0.0% | 0.00% | -50.0% | |
| CAESARS ENTERTAINMENT INC NEW 5 10/01/2024convertible | $4,000 | 0.0% | 1,637 | 0.0% | 0.00% | 0.0% | ||
| FR | FIRST INDL RLTY TR INC COMreit | $5,000 | 0.0% | 117 | 0.0% | 0.00% | 0.0% | |
| TAL | TAL EDUCATION GROUP SPONSORED ADSadr | $5,000 | -16.7% | 90 | 0.0% | 0.00% | -50.0% | |
| GIM | TEMPLETON GLOBAL INCOME FD COMcef | $5,000 | -16.7% | 1,000 | 0.0% | 0.00% | -50.0% | |
| TS | TENARIS S A SPONSORED ADSadr | $3,000 | +50.0% | 125 | 0.0% | 0.00% | 0.0% | |
| CCMP | CMC MATERIALS INC COMstock | $3,000 | 0.0% | 18 | 0.0% | 0.00% | 0.0% | |
| DY | DYCOM INDS INC COMstock | $5,000 | +25.0% | 51 | 0.0% | 0.00% | 0.0% | |
| ODP | THE ODP CORP COMstock | $5,000 | +66.7% | 106 | 0.0% | 0.00% | 0.0% | |
| EEFT | EURONET WORLDWIDE INC COMstock | $5,000 | -16.7% | 39 | 0.0% | 0.00% | -50.0% | |
| TR | TOOTSIE ROLL INDS INC COMstock | $5,000 | +25.0% | 148 | 0.0% | 0.00% | 0.0% | |
| JCOM | J2 GLOBAL INC COMstock | $4,000 | +33.3% | 35 | 0.0% | 0.00% | 0.0% | |
| TYG | TORTOISE ENERGY INFRA CORP COMcef | $3,000 | 0.0% | 125 | 0.0% | 0.00% | 0.0% | |
| CWI | SPDR MSCI ACWI EX-US ETFetf | $5,000 | 0.0% | 167 | 0.0% | 0.00% | 0.0% | |
| TPB | TURNING PT BRANDS INC COMstock | $5,000 | +25.0% | 100 | 0.0% | 0.00% | 0.0% | |
| PFPT | PROOFPOINT INC COMstock | $6,000 | 0.0% | 44 | 0.0% | 0.00% | -50.0% | |
| RDY | DR REDDYS LABS LTD ADRadr | $6,000 | -14.3% | 96 | 0.0% | 0.00% | -50.0% | |
| BHF | BRIGHTHOUSE FINL INC COMstock | $5,000 | +25.0% | 118 | 0.0% | 0.00% | 0.0% | |
| BFAM | BRIGHT HORIZONS FAM SOL IN DEL COMstock | $5,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% | |
| QQQX | NUVEEN NASDAQ 100 DYNAMIC OVER COM SHScef | $3,000 | 0.0% | 122 | 0.0% | 0.00% | 0.0% | |
| PEAK | HEALTHPEAK PROPERTIES INC COMreit | $3,000 | 0.0% | 103 | 0.0% | 0.00% | 0.0% | |
| DISH | DISH NETWORK CORPORATION CL Astock | $3,000 | +50.0% | 71 | 0.0% | 0.00% | 0.0% | |
| GAIN | GLADSTONE INVT CORP COMcef | $6,000 | +20.0% | 500 | 0.0% | 0.00% | 0.0% | |
| ORGANIGRAM HLDGS INC COMstock | $3,000 | +200.0% | 750 | 0.0% | 0.00% | – | ||
| PCAR | PACCAR INC COMstock | $4,000 | 0.0% | 42 | 0.0% | 0.00% | 0.0% | |
| DQ | DAQO NEW ENERGY CORP SPNSRD ADS NEWadr | $4,000 | +33.3% | 48 | 0.0% | 0.00% | 0.0% | |
| PGTI | PGT INNOVATIONS INC COMstock | $5,000 | +25.0% | 187 | 0.0% | 0.00% | 0.0% | |
| BBIN | JPMORGAN BETABUILDERS INTERNATIONAL EQUITY ETFetf | $5,000 | +25.0% | 79 | 0.0% | 0.00% | 0.0% | |
| NUAN | NUANCE COMMUNICATIONS INC COMstock | $4,000 | 0.0% | 84 | 0.0% | 0.00% | 0.0% | |
| OILK | PROSHARES K-1 FREE CRUDE OIL STRATEGY ETFetf | $4,000 | +33.3% | 71 | 0.0% | 0.00% | 0.0% | |
| FTV | FORTIVE CORP COMstock | $4,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
| BILI | BILIBILI INC SPONS ADS REP Zadr | $4,000 | +33.3% | 37 | 0.0% | 0.00% | 0.0% | |
| PSEC | PROSPECT CAP CORP COMcef | $4,000 | +100.0% | 462 | 0.0% | 0.00% | 0.0% | |
| JIG | JPMORGAN INTERNATIONAL GROWTH ETFetf | $3,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% | |
| AJG | GALLAGHER ARTHUR J & CO COMstock | $4,000 | 0.0% | 33 | 0.0% | 0.00% | 0.0% | |
| CRESY | CRESUD S A C I F Y A SPONSORED ADRadr | $3,000 | 0.0% | 567 | 0.0% | 0.00% | 0.0% | |
| MAT | MATTEL INC COMstock | $3,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% | |
| HEP | HOLLY ENERGY PARTNERS L P COM UT LTD PTNstock | $4,000 | +33.3% | 200 | 0.0% | 0.00% | 0.0% | |
| MUR | MURPHY OIL CORP COMstock | $6,000 | +50.0% | 351 | 0.0% | 0.00% | 0.0% | |
| FSM | FORTUNA SILVER MINES INC COMstock | $4,000 | -20.0% | 600 | 0.0% | 0.00% | 0.0% | |
| TGP | TEEKAY LNG PARTNERS L P PRTNRSP UNITSstock | $3,000 | +50.0% | 200 | 0.0% | 0.00% | 0.0% | |
| GPMT | GRANITE PT MTG TR INC COMreit | $4,000 | +33.3% | 300 | 0.0% | 0.00% | 0.0% | |
| OGIG | O'SHARES GLOBAL INTERNET GIANTS ETFetf | $3,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
| IMCG | ISHARES MORNINGSTAR MID-CAP GROWTH ETFetf | $4,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% | |
| AIZ | ASSURANT INC COMstock | $3,000 | 0.0% | 24 | 0.0% | 0.00% | 0.0% | |
| AZPN | ASPEN TECHNOLOGY INC COMstock | $6,000 | +20.0% | 40 | 0.0% | 0.00% | 0.0% | |
| PWS | PACER WEALTHSHIELD ETFetf | $5,000 | +25.0% | 150 | 0.0% | 0.00% | 0.0% | |
| ARDC | ARES DYNAMIC CR ALLOCATION FD COMcef | $4,000 | +33.3% | 242 | 0.0% | 0.00% | 0.0% | |
| ARNA | ARENA PHARMACEUTICALS INC COM NEWstock | $5,000 | 0.0% | 65 | 0.0% | 0.00% | 0.0% | |
| IVW | ISHARES S&P 500 GROWTH ETFetf | $5,000 | 0.0% | 80 | 0.0% | 0.00% | 0.0% | |
| IAGG | ISHARES CORE INTERNATIONAL AGGREGATE BOND FUNDetf | $5,000 | 0.0% | 90 | 0.0% | 0.00% | 0.0% | |
| ARI | APOLLO COML REAL EST FIN INC COMreit | $4,000 | +33.3% | 300 | 0.0% | 0.00% | 0.0% | |
| SPCE | VIRGIN GALACTIC HOLDINGS INC COMstock | $3,000 | +50.0% | 88 | 0.0% | 0.00% | 0.0% | |
| VYGR | VOYAGER THERAPEUTICS INC COMstock | $3,000 | -40.0% | 729 | 0.0% | 0.00% | 0.0% | |
| BEN | FRANKLIN RESOURCES INC COMstock | $5,000 | +25.0% | 161 | 0.0% | 0.00% | 0.0% | |
| TAXF | AMERICAN CENTURY DIVERSIFIED MUNICIPAL BOND ETFetf | $4,000 | 0.0% | 80 | 0.0% | 0.00% | 0.0% | |
| RLJ | RLJ LODGING TR COMreit | $3,000 | 0.0% | 215 | 0.0% | 0.00% | 0.0% | |
| AXL | AMERICAN AXLE & MFG HLDGS INC COMstock | $4,000 | +33.3% | 400 | 0.0% | 0.00% | 0.0% | |
| IYC | ISHARES U.S. CONSUMER SERVICES ETFetf | $4,000 | +33.3% | 48 | 0.0% | 0.00% | 0.0% | |
| WIW | WESTERN AST INFL LKD OPP & INM COMcef | $3,000 | 0.0% | 250 | 0.0% | 0.00% | 0.0% | |
| WMC | WESTERN ASSET MTG CAP CORP COMreit | $6,000 | -14.3% | 2,000 | 0.0% | 0.00% | -50.0% | |
| UHAL | AMERCO COMstock | $5,000 | +25.0% | 8 | 0.0% | 0.00% | 0.0% | |
| AIMC | ALTRA INDL MOTION CORP COMstock | $6,000 | 0.0% | 100 | 0.0% | 0.00% | -50.0% | |
| RPM | RPM INTL INC COMstock | $3,000 | 0.0% | 34 | 0.0% | 0.00% | 0.0% | |
| ZROZ | PIMCO 25 YEAR ZERO COUPON U.S. TREASURY INDEX EXCHANGE-TRADED FUNDetf | $3,000 | -25.0% | 23 | 0.0% | 0.00% | 0.0% | |
| BYLD | ISHARES YIELD OPTIMIZED BOND ETFetf | $5,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
| WIT | WIPRO LTD SPON ADR 1 SHadr | $3,000 | +50.0% | 425 | 0.0% | 0.00% | 0.0% | |
| IEX | IDEX CORP COMstock | $4,000 | 0.0% | 19 | 0.0% | 0.00% | 0.0% | |
| IMAX | IMAX CORP COMstock | $4,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
| IAK | ISHARES U.S. INSURANCE ETFetf | $4,000 | +33.3% | 49 | 0.0% | 0.00% | 0.0% | |
| RPD | RAPID7 INC COMstock | $3,000 | -25.0% | 45 | 0.0% | 0.00% | 0.0% | |
| FILL | ISHARES MSCI GLOBAL ENERGY PRODUCERS ETFetf | $6,000 | +20.0% | 413 | 0.0% | 0.00% | 0.0% | |
| ALK | ALASKA AIR GROUP INC COMstock | $5,000 | +25.0% | 70 | 0.0% | 0.00% | 0.0% | |
| DXJ | WISDOMTREE JAPAN HEDGED EQUITY FUNDetf | $3,000 | 0.0% | 51 | 0.0% | 0.00% | 0.0% | |
| AKERS BIOSCIENCES INC COMstock | $3,000 | +50.0% | 1,000 | 0.0% | 0.00% | 0.0% | ||
| LVHI | LEGG MASON INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND ETFetf | $5,000 | +25.0% | 182 | 0.0% | 0.00% | 0.0% | |
| GRVY | GRAVITY CO LTD SPONSORED ADS NEadr | $3,000 | -25.0% | 24 | 0.0% | 0.00% | 0.0% | |
| NARI | INARI MED INC COMstock | $5,000 | +25.0% | 44 | 0.0% | 0.00% | 0.0% | |
| LEG | LEGGETT & PLATT INC COMstock | $5,000 | +25.0% | 100 | 0.0% | 0.00% | 0.0% | |
| SCHZ | SCHWAB US AGGREGATE BOND ETFetf | $6,000 | 0.0% | 111 | 0.0% | 0.00% | -50.0% | |
| EWJ | ISHARES MSCI JAPAN ETFetf | $4,000 | 0.0% | 52 | 0.0% | 0.00% | 0.0% | |
| HYLV | IQ S&P HIGH YIELD LOW VOLATILITY BOND ETFetf | $6,000 | 0.0% | 250 | 0.0% | 0.00% | -50.0% | |
| MSOS | ADVISORSHARES PURE US CANNABIS ETFetf | $4,000 | 0.0% | 102 | 0.0% | 0.00% | 0.0% | |
| PFIG | INVESCO FUNDAMENTAL INVESTMENT GRADE CORPORATE BOND ETFetf | $4,000 | 0.0% | 140 | 0.0% | 0.00% | 0.0% | |
| ZLAB | ZAI LAB LTD ADRadr | $4,000 | 0.0% | 27 | 0.0% | 0.00% | 0.0% | |
| NGVT | INGEVITY CORP COMstock | $3,000 | 0.0% | 41 | 0.0% | 0.00% | 0.0% | |
| SEE | SEALED AIR CORP NEW COMstock | $6,000 | 0.0% | 138 | 0.0% | 0.00% | -50.0% | |
| IEDI | ISHARES EVOLVED U.S. DISCRETIONARY SPENDING ETFetf | $4,000 | +33.3% | 87 | 0.0% | 0.00% | 0.0% | |
| FCEL | FUELCELL ENERGY INC COMstock | $0 | – | 8 | 0.0% | 0.00% | – | |
| MORN | MORNINGSTAR INC COMstock | $2,000 | 0.0% | 7 | 0.0% | 0.00% | -100.0% | |
| FFIV | F5 NETWORKS INC COMstock | $1,000 | 0.0% | 3 | 0.0% | 0.00% | – | |
| PTEU | PACER TRENDPILOT EUROPEAN INDEX ETFetf | $2,000 | 0.0% | 100 | 0.0% | 0.00% | -100.0% | |
| FDS | FACTSET RESH SYS INC COMstock | $1,000 | 0.0% | 4 | 0.0% | 0.00% | – | |
| EXPD | EXPEDITORS INTL WASH INC COMstock | $0 | – | 4 | 0.0% | 0.00% | – | |
| FNKO | FUNKO INC COM CL Astock | $1,000 | 0.0% | 75 | 0.0% | 0.00% | – | |
| PESI | PERMA-FIX ENVIRONMENTAL SVCS COM NEWstock | $1,000 | 0.0% | 120 | 0.0% | 0.00% | – | |
| PBT | PERMIAN BASIN RTY TR UNIT BEN INTstock | $1,000 | 0.0% | 373 | 0.0% | 0.00% | – | |
| PRSP | PERSPECTA INC COMstock | $1,000 | 0.0% | 28 | 0.0% | 0.00% | – | |
| SIXA | 6 MERIDIAN MEGA CAP EQUITY ETFetf | $0 | – | 10 | 0.0% | 0.00% | – | |
| PMF | PIMCO MUN INCOME FD COMcef | $0 | – | 25 | 0.0% | 0.00% | – | |
| PMX | PIMCO MUN INCOME FD III COMcef | $2,000 | 0.0% | 200 | 0.0% | 0.00% | -100.0% | |
| MICROBOT MED INC COM NEWstock | $1,000 | 0.0% | 80 | 0.0% | 0.00% | – | ||
| MICRO FOCUS INTL PLC SPON ADR NEWadr | $1,000 | – | 86 | 0.0% | 0.00% | – | ||
| PLM | POLYMET MNG CORP COM NEWstock | $0 | – | 110 | 0.0% | 0.00% | – | |
| EBF | ENNIS INC COMstock | $2,000 | 0.0% | 100 | 0.0% | 0.00% | -100.0% | |
| TBT | PROSHARES ULTRASHORT 20 YEAR TREASURYetf | $2,000 | +100.0% | 69 | 0.0% | 0.00% | – | |
| GGZ | GABELLI GLOBAL SMALL & MID CAP COMcef | $0 | – | 30 | 0.0% | 0.00% | – | |
| GOTU | GSX TECHEDU INC SPONSORED ADSadr | $1,000 | 0.0% | 23 | 0.0% | 0.00% | – | |
| ELAN | ELANCO ANIMAL HEALTH INC COMstock | $0 | – | 3 | 0.0% | 0.00% | – | |
| ECTYQ | ECOTALITY INC COM NEWstock | $0 | – | 3,500 | 0.0% | 0.00% | – | |
| QRTEA | QURATE RETAIL INC COM SER Astock | $2,000 | 0.0% | 143 | 0.0% | 0.00% | -100.0% | |
| RMBS | RAMBUS INC DEL COMstock | $1,000 | 0.0% | 32 | 0.0% | 0.00% | – | |
| RJF | RAYMOND JAMES FINL INC COMstock | $1,000 | 0.0% | 12 | 0.0% | 0.00% | – | |
| RYN | RAYONIER INC COMreit | $0 | – | 1 | 0.0% | 0.00% | – | |
| RGA | REINSURANCE GRP OF AMERICA INC COM NEWstock | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
| KODK | EASTMAN KODAK CO COM NEWstock | $1,000 | 0.0% | 135 | 0.0% | 0.00% | – | |
| MARK | REMARK HLDGS INC COMstock | $0 | – | 100 | 0.0% | 0.00% | – | |
| GIL | GILDAN ACTIVEWEAR INC COMstock | $0 | – | 11 | 0.0% | 0.00% | – | |
| REXR | REXFORD INDL RLTY INC COMreit | $1,000 | 0.0% | 11 | 0.0% | 0.00% | – | |
| MKTX | MARKETAXESS HLDGS INC COMstock | $1,000 | -50.0% | 3 | 0.0% | 0.00% | -100.0% | |
| RYAAY | RYANAIR HOLDINGS PLC SPONSORED ADSadr | $2,000 | 0.0% | 18 | 0.0% | 0.00% | -100.0% | |
| MDGL | MADRIGAL PHARMACEUTICALS INC COMstock | $2,000 | 0.0% | 20 | 0.0% | 0.00% | -100.0% | |
| MSGS | MADISON SQUARE GRDN SPRT CORP CL Astock | $0 | – | 2 | 0.0% | 0.00% | – | |
| DPZ | DOMINOS PIZZA INC COMstock | $0 | – | 1 | 0.0% | 0.00% | – | |
| MCN | MADISON COVERED CALL & EQUITY COMcef | $2,000 | 0.0% | 300 | 0.0% | 0.00% | -100.0% | |
| M | MACYS INC COMstock | $2,000 | +100.0% | 100 | 0.0% | 0.00% | – | |
| DHC | DIVERSIFIED HEALTHCARE TR COM SH BEN INTreit | $1,000 | 0.0% | 200 | 0.0% | 0.00% | – | |
| MVO | MV OIL TR TR UNITSstock | $0 | – | 60 | 0.0% | 0.00% | – | |
| MFA | MFA FINL INC COMreit | $0 | – | 6 | 0.0% | 0.00% | – | |
| DXC | DXC TECHNOLOGY CO COMstock | $2,000 | +100.0% | 57 | 0.0% | 0.00% | – | |
| SNPE | XTRACKERS S&P 500 ESG ETFetf | $2,000 | 0.0% | 62 | 0.0% | 0.00% | -100.0% | |
| DBEM | X-TRACKERS MSCI EMERGING MARKETS HEDGED EQUITY ETFetf | $2,000 | 0.0% | 82 | 0.0% | 0.00% | -100.0% | |
| GPN | GLOBAL PMTS INC COMstock | $1,000 | 0.0% | 5 | 0.0% | 0.00% | – | |
| CSGP | COSTAR GROUP INC COMstock | $2,000 | -33.3% | 3 | 0.0% | 0.00% | -100.0% | |
| CORT | CORCEPT THERAPEUTICS INC COMstock | $1,000 | 0.0% | 24 | 0.0% | 0.00% | – | |
| GGG | GRACO INC COMstock | $1,000 | 0.0% | 17 | 0.0% | 0.00% | – | |
| SMLV | SPDR SSGA US SMALL CAP LOW VOLATILITY INDEX ETFetf | $1,000 | 0.0% | 12 | 0.0% | 0.00% | – | |
| CBSH | COMMERCE BANCSHARES INC COMstock | $1,000 | 0.0% | 13 | 0.0% | 0.00% | – | |
| ECON | COLUMBIA EMERGING MARKETS CONSUMER ETFetf | $0 | – | 16 | 0.0% | 0.00% | – | |
| CCOI | COGENT COMMUNICATIONS HLDGS IN COM NEWstock | $0 | – | 2 | 0.0% | 0.00% | – | |
| CDE | COEUR MNG INC COM NEWstock | $1,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
| CODX | CO-DIAGNOSTICS INC COMstock | $1,000 | 0.0% | 56 | 0.0% | 0.00% | – | |
| GPK | GRAPHIC PACKAGING HLDG CO COMstock | $2,000 | 0.0% | 134 | 0.0% | 0.00% | -100.0% | |
| GBX | GREENBRIER COS INC COMstock | $2,000 | 0.0% | 42 | 0.0% | 0.00% | -100.0% | |
| SEAC | SEACHANGE INTL INC COMstock | $0 | – | 150 | 0.0% | 0.00% | – | |
| SPNE | SEASPINE HLDGS CORP COMstock | $2,000 | 0.0% | 100 | 0.0% | 0.00% | -100.0% | |
| GO | GROCERY OUTLET HLDG CORP COMstock | $0 | – | 1 | 0.0% | 0.00% | – | |
| LE | LANDS END INC NEW COMstock | $0 | – | 4 | 0.0% | 0.00% | – | |
| OMAB | GRUPO AEROPORTUARIO DEL CENTRO SPON ADRadr | $2,000 | 0.0% | 39 | 0.0% | 0.00% | -100.0% | |
| CLLS | CELLECTIS S A SPON ADSadr | $2,000 | 0.0% | 90 | 0.0% | 0.00% | -100.0% | |
| SSNT | SILVERSUN TECHNOLOGIES INC COM NEWstock | $0 | – | 1 | 0.0% | 0.00% | – | |
| CLS | CELESTICA INC SUB VTG SHSstock | $2,000 | 0.0% | 200 | 0.0% | 0.00% | -100.0% | |
| CTLT | CATALENT INC COMstock | $1,000 | 0.0% | 5 | 0.0% | 0.00% | – | |
| SEDG | SOLAREDGE TECHNOLOGIES INC COMstock | $1,000 | 0.0% | 2 | 0.0% | 0.00% | – | |
| CUK | CARNIVAL PLC ADRadr | $0 | – | 2 | 0.0% | 0.00% | – | |
| LPL | LG DISPLAY CO LTD SPONS ADR REPadr | $2,000 | +100.0% | 164 | 0.0% | 0.00% | – | |
| SCCO | SOUTHERN COPPER CORP COMstock | $0 | – | 1 | 0.0% | 0.00% | – | |
| CSIQ | CANADIAN SOLAR INC COMstock | $0 | -100.0% | 10 | 0.0% | 0.00% | – | |
| KTB | KONTOOR BRANDS INC COMstock | $1,000 | 0.0% | 18 | 0.0% | 0.00% | – | |
| HCKT | HACKETT GROUP INC COMstock | $1,000 | 0.0% | 62 | 0.0% | 0.00% | – | |
| CWT | CALIFORNIA WTR SVC GROUP COMstock | $0 | – | 1 | 0.0% | 0.00% | – | |
| TTMI | TTM TECHNOLOGIES INC COMstock | $1,000 | 0.0% | 65 | 0.0% | 0.00% | – | |
| COG | CABOT OIL & GAS CORP COMstock | $0 | – | 19 | 0.0% | 0.00% | – | |
| KNDI | KANDI TECHNOLOGIES GROUP INC COMstock | $0 | – | 40 | 0.0% | 0.00% | – | |
| TTGT | TECHTARGET INC COMstock | $2,000 | +100.0% | 24 | 0.0% | 0.00% | – | |
| TEN | TENNECO INC CL A VTG COM STKstock | $0 | – | 5 | 0.0% | 0.00% | – | |
| JNPR | JUNIPER NETWORKS INC COMstock | $2,000 | 0.0% | 81 | 0.0% | 0.00% | -100.0% | |
| TTEK | TETRA TECH INC NEW COMstock | $2,000 | +100.0% | 12 | 0.0% | 0.00% | – | |
| CDW | CDW CORP COMstock | $0 | – | 3 | 0.0% | 0.00% | – | |
| CBOE | CBOE GLOBAL MKTS INC COMstock | $1,000 | 0.0% | 13 | 0.0% | 0.00% | – | |
| THG | HANOVER INS GROUP INC COMstock | $0 | – | 3 | 0.0% | 0.00% | – | |
| TBIO | TRANSLATE BIO INC COMstock | $1,000 | 0.0% | 49 | 0.0% | 0.00% | – | |
| TPC | TUTOR PERINI CORP COMstock | $2,000 | +100.0% | 100 | 0.0% | 0.00% | – | |
| VNET | 21VIANET GROUP INC SPONSORED ADS Aadr | $2,000 | 0.0% | 59 | 0.0% | 0.00% | -100.0% | |
| RA | BROOKFIELD REAL ASSETS INCOME SHS BEN INTcef | $2,000 | 0.0% | 87 | 0.0% | 0.00% | -100.0% | |
| JKS | JINKOSOLAR HLDG CO LTD SPONSORED ADRadr | $2,000 | -33.3% | 53 | 0.0% | 0.00% | -100.0% | |
| JPSE | JPMORGAN DIVERSIFIED RETURN U.S. SMALL CAP EQUITY ETFetf | $2,000 | 0.0% | 47 | 0.0% | 0.00% | -100.0% | |
| JVAL | JPMORGAN U.S. VALUE FACTOR ETFetf | $1,000 | 0.0% | 26 | 0.0% | 0.00% | – | |
| UTHR | UNITED THERAPEUTICS CORP DEL COMstock | $2,000 | 0.0% | 13 | 0.0% | 0.00% | -100.0% | |
| BBRE | JPMORGAN BETABUILDERS MSCI U.S. REIT ETFetf | $1,000 | 0.0% | 13 | 0.0% | 0.00% | – | |
| UNIT | UNITI GROUP INC COMreit | $1,000 | 0.0% | 54 | 0.0% | 0.00% | – | |
| JCPB | JPMORGAN CORE PLUS BOND ETFetf | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
| JAGG | JPMORGAN U.S. AGGREGATE BOND ETFetf | $2,000 | 0.0% | 61 | 0.0% | 0.00% | -100.0% | |
| BBMC | JPMORGAN BETABUILDERS U.S. MID CAP EQUITY ETFetf | $2,000 | 0.0% | 25 | 0.0% | 0.00% | -100.0% | |
| BIO | BIO RAD LABS INC CL Astock | $1,000 | 0.0% | 2 | 0.0% | 0.00% | – | |
| REMX | VANECK VECTORS RARE EARTH/STRATEGIC METALS ETFetf | $1,000 | 0.0% | 16 | 0.0% | 0.00% | – | |
| BDC | BELDEN INC COMstock | $1,000 | 0.0% | 22 | 0.0% | 0.00% | – | |
| BGNE | BEIGENE LTD SPONSORED ADRadr | $2,000 | 0.0% | 6 | 0.0% | 0.00% | -100.0% | |
| BAX | BAXTER INTL INC COMstock | $1,000 | 0.0% | 8 | 0.0% | 0.00% | – | |
| HIMX | HIMAX TECHNOLOGIES INC SPONSORED ADRadr | $1,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
| BOH | BANK HAWAII CORP COMstock | $0 | – | 4 | 0.0% | 0.00% | – | |
| YY | JOYY INC ADS REPSTG COM Aadr | $2,000 | 0.0% | 23 | 0.0% | 0.00% | -100.0% | |
| AX | AXOS FINANCIAL INC COMstock | $2,000 | +100.0% | 37 | 0.0% | 0.00% | – | |
| AXON | AXON ENTERPRISE INC COMstock | $1,000 | 0.0% | 7 | 0.0% | 0.00% | – | |
| AVY | AVERY DENNISON CORP COMstock | $1,000 | 0.0% | 4 | 0.0% | 0.00% | – | |
| AVTR | AVANTOR INC COMstock | $0 | – | 11 | 0.0% | 0.00% | – | |
| AVNS | AVANOS MED INC COMstock | $1,000 | 0.0% | 20 | 0.0% | 0.00% | – | |
| ALV | AUTOLIV INC COMstock | $0 | – | 4 | 0.0% | 0.00% | – | |
| VEC | VECTRUS INC COMstock | $0 | – | 1 | 0.0% | 0.00% | – | |
| VXRT | VAXART INC COM NEWstock | $2,000 | 0.0% | 360 | 0.0% | 0.00% | -100.0% | |
| VRNT | VERINT SYS INC COMstock | $2,000 | 0.0% | 37 | 0.0% | 0.00% | -100.0% | |
| HUBB | HUBBELL INC COMstock | $0 | – | 1 | 0.0% | 0.00% | – | |
| HUBS | HUBSPOT INC COMstock | $2,000 | 0.0% | 5 | 0.0% | 0.00% | -100.0% | |
| JBHT | HUNT J B TRANS SVCS INC COMstock | $2,000 | 0.0% | 12 | 0.0% | 0.00% | -100.0% | |
| VC | VISTEON CORP COM NEWstock | $0 | – | 2 | 0.0% | 0.00% | – | |
| VNT | VONTIER CORPORATION COMstock | $1,000 | 0.0% | 20 | 0.0% | 0.00% | – | |
| AAXJ | ISHARES MSCI ALL COUNTRY ASIA EX JAPAN INDEX FUNDetf | $2,000 | 0.0% | 19 | 0.0% | 0.00% | -100.0% | |
| WMG | WARNER MUSIC GROUP CORP COM CL Astock | $0 | – | 7 | 0.0% | 0.00% | – | |
| WCC | WESCO INTL INC COMstock | $0 | – | 1 | 0.0% | 0.00% | – | |
| IBIO | IBIO INC COM NEWstock | $0 | – | 100 | 0.0% | 0.00% | – | |
| JWA | WILEY JOHN & SONS INC CL Astock | $0 | – | 8 | 0.0% | 0.00% | – | |
| ALTR | ALTAIR ENGR INC COM CL Astock | $1,000 | 0.0% | 17 | 0.0% | 0.00% | – | |
| EWZ | ISHARES MSCI BRAZIL ETFetf | $0 | – | 9 | 0.0% | 0.00% | – | |
| MDRX | ALLSCRIPTS HEALTHCARE SOLUTNS COMstock | $1,000 | 0.0% | 59 | 0.0% | 0.00% | – | |
| AA | ALCOA CORP COMstock | $1,000 | 0.0% | 22 | 0.0% | 0.00% | – | |
| ADV | ADVANTAGE SOLUTIONS INC COM CL Astock | $1,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
| WWE | WORLD WRESTLING ENTMT INC CL Astock | $1,000 | 0.0% | 25 | 0.0% | 0.00% | – | |
| XPER | XPERI HOLDING CORP COMstock | $2,000 | 0.0% | 87 | 0.0% | 0.00% | -100.0% | |
| AUY | YAMANA GOLD INC COMstock | $2,000 | -33.3% | 500 | 0.0% | 0.00% | -100.0% | |
| IGIB | ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETFetf | $1,000 | 0.0% | 12 | 0.0% | 0.00% | – | |
| IEHS | ISHARES EVOLVED U.S. HEALTHCARE STAPLES ETFetf | $2,000 | 0.0% | 50 | 0.0% | 0.00% | -100.0% | |
| ABMD | ABIOMED INC COMstock | $1,000 | 0.0% | 2 | 0.0% | 0.00% | – | |
| IEIH | ISHARES EVOLVED U.S. INNOVATIVE HEALTHCARE ETFetf | $1,000 | 0.0% | 31 | 0.0% | 0.00% | – | |
| ADNT | ADIENT PLC ORD SHSstock | $0 | – | 4 | 0.0% | 0.00% | – | |
| DOX | AMDOCS LTD SHSstock | $1,000 | 0.0% | 9 | 0.0% | 0.00% | – | |
| ACGL | ARCH CAP GROUP LTD ORDstock | $1,000 | 0.0% | 24 | 0.0% | 0.00% | – | |
| AEF | ABERDEEN EMRG MRKTS EQT INM FD COMcef | $2,000 | 0.0% | 237 | 0.0% | 0.00% | -100.0% | |
| GVI | ISHARES INTERMEDIATE GOVERNMENT/CREDIT BOND ETFetf | $2,000 | 0.0% | 21 | 0.0% | 0.00% | -100.0% | |
| RE | EVEREST RE GROUP LTD COMstock | $0 | – | 2 | 0.0% | 0.00% | – | |
| G | GENPACT LIMITED SHSstock | $2,000 | 0.0% | 51 | 0.0% | 0.00% | -100.0% | |
| IGT | INTERNATIONAL GAME TECHNOLOGY SHS USDstock | $0 | – | 2 | 0.0% | 0.00% | – | |
| INO | INOVIO PHARMACEUTICALS INC COM NEWstock | $1,000 | 0.0% | 73 | 0.0% | 0.00% | – | |
| CB | CHUBB LIMITED COMstock | $2,000 | 0.0% | 12 | 0.0% | 0.00% | -100.0% | |
| AOR | ISHARES GROWTH ALLOCATION FUNDetf | $2,000 | 0.0% | 30 | 0.0% | 0.00% | -100.0% | |
| INDY | ISHARES S&P INDIA NIFTY 50 INDEX FUNDetf | $2,000 | 0.0% | 51 | 0.0% | 0.00% | -100.0% | |
| MWA | MUELLER WTR PRODS INC COM SER Astock | $2,000 | 0.0% | 148 | 0.0% | 0.00% | -100.0% | |
| CPLP | CAPITAL PRODUCT PARTNERS L P PARTNERSHP UNITSstock | $0 | – | 29 | 0.0% | 0.00% | – | |
| DSSI | DIAMOND S SHIPPING INC COMstock | $2,000 | +100.0% | 169 | 0.0% | 0.00% | – | |
| FLEX | FLEX LTD ORDstock | $1,000 | 0.0% | 59 | 0.0% | 0.00% | – | |
| GLOP | GASLOG PARTNERS LP UNIT LTD PTNRPstock | $0 | – | 100 | 0.0% | 0.00% | – | |
| GMLP | GOLAR LNG PARTNERS LP COM UNIT LPIstock | $2,000 | 0.0% | 700 | 0.0% | 0.00% | -100.0% | |
| MAXN | MAXEON SOLAR TECHNOLOGIES LTD SHSstock | $1,000 | 0.0% | 42 | 0.0% | 0.00% | – | |
| NIU | NIU TECHNOLOGIES ADSadr | $2,000 | +100.0% | 43 | 0.0% | 0.00% | – | |
| FCPT | FOUR CORNERS PPTY TR INC COMreit | $2,000 | 0.0% | 67 | 0.0% | 0.00% | -100.0% | |
| NMY | NUVEEN MARYLAND QLT MUN INC FD COMcef | $0 | – | 24 | 0.0% | 0.00% | – | |
| FLS | FLOWSERVE CORP COMstock | $2,000 | +100.0% | 39 | 0.0% | 0.00% | – | |
| FOX | FOX CORP CL B COMstock | $0 | – | 13 | 0.0% | 0.00% | – | |
| NBEV | NEWAGE INC COMstock | $1,000 | – | 190 | 0.0% | 0.00% | – | |
| FVE | FIVE STAR SENIOR LIVING INC COM NEWstock | $1,000 | 0.0% | 113 | 0.0% | 0.00% | – | |
| NYT | NEW YORK TIMES CO CL Astock | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
| FIXD | FIRST TRUST TCW OPPORTUNISTIC FIXED INCOME ETFetf | $1,000 | 0.0% | 14 | 0.0% | 0.00% | – | |
| NUHY | NUVEEN ESG HIGH YIELD CORPORATE BOND ETFetf | $1,000 | 0.0% | 22 | 0.0% | 0.00% | – | |
| OPTT | OCEAN PWR TECHNOLOGIES INC COM NEWstock | $1,000 | 0.0% | 200 | 0.0% | 0.00% | – | |
| NTGR | NETGEAR INC COMstock | $0 | – | 2 | 0.0% | 0.00% | – | |
| OLLI | OLLIES BARGAIN OUTLET HLDGS IN COMstock | $0 | – | 4 | 0.0% | 0.00% | – | |
| NTAP | NETAPP INC COMstock | $2,000 | 0.0% | 23 | 0.0% | 0.00% | -100.0% | |
| NWG | NATWEST GROUP PLC SPONS ADR 2 ORDadr | $2,000 | 0.0% | 400 | 0.0% | 0.00% | -100.0% | |
| OSUR | ORASURE TECHNOLOGIES INC COMstock | $1,000 | 0.0% | 94 | 0.0% | 0.00% | – | |
| NFG | NATIONAL FUEL GAS CO COMstock | $0 | – | 9 | 0.0% | 0.00% | – | |
| OVV | OVINTIV INC COMstock | $1,000 | 0.0% | 36 | 0.0% | 0.00% | – | |
| OC | OWENS CORNING NEW COMstock | $2,000 | 0.0% | 23 | 0.0% | 0.00% | -100.0% | |
| PHI | PLDT INC SPONSORED ADRadr | $2,000 | 0.0% | 61 | 0.0% | 0.00% | -100.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-04-29
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.