$1.71 Billion is the total value of Independent Advisor Alliance's 692 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 15.8% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Sell | APPLE INC | $136,508,000 | -1.4% | 987,756 | -2.4% | 7.96% | +3.0% |
| MSFT | Sell | MICROSOFT CORP | $70,988,000 | -15.3% | 304,801 | -6.6% | 4.14% | -11.5% |
| AMZN | Sell | AMAZON COM INC | $61,192,000 | -5.1% | 541,529 | -10.8% | 3.57% | -0.9% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $37,733,000 | +84.8% | 210,247 | +94.3% | 2.20% | +93.0% |
| VTEB | Buy | VANGUARD MUN BD FDStax exempt bd | $29,736,000 | +210.9% | 617,697 | +222.5% | 1.73% | +224.7% |
| HD | Sell | HOME DEPOT INC | $27,669,000 | -1.3% | 100,272 | -1.9% | 1.61% | +3.1% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $26,157,000 | -27.0% | 273,460 | +1564.3% | 1.52% | -23.7% |
| JNJ | Sell | JOHNSON & JOHNSON | $25,385,000 | -12.4% | 155,391 | -4.8% | 1.48% | -8.5% |
| PG | Sell | PROCTER AND GAMBLE CO | $23,758,000 | -21.0% | 188,184 | -10.0% | 1.38% | -17.6% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $21,843,000 | -3.9% | 81,803 | -1.8% | 1.27% | +0.3% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $21,351,000 | -8.8% | 222,052 | +1975.8% | 1.24% | -4.7% |
| KO | Sell | COCA COLA CO | $20,106,000 | -14.4% | 358,912 | -3.9% | 1.17% | -10.7% |
| AMD | Sell | ADVANCED MICRO DEVICES INC | $19,993,000 | -18.4% | 315,541 | -1.5% | 1.17% | -14.8% |
| TSLA | Buy | TESLA INC | $19,581,000 | +34.5% | 73,821 | +241.6% | 1.14% | +40.5% |
| JPM | Buy | JPMORGAN CHASE & CO | $18,821,000 | -5.9% | 180,097 | +1.4% | 1.10% | -1.7% |
| ABBV | Sell | ABBVIE INC | $17,005,000 | -19.6% | 126,708 | -8.3% | 0.99% | -16.0% |
| CVX | Buy | CHEVRON CORP NEW | $16,876,000 | +1.6% | 117,465 | +2.4% | 0.98% | +6.1% |
| PEP | Buy | PEPSICO INC | $16,541,000 | +2.2% | 101,319 | +4.3% | 0.96% | +6.7% |
| MITK | Buy | MITEK SYS INC | $16,211,000 | +0.0% | 1,769,714 | +0.9% | 0.94% | +4.4% |
| MCD | Sell | MCDONALDS CORP | $16,066,000 | -21.8% | 69,631 | -16.4% | 0.94% | -18.4% |
| VXUS | Buy | VANGUARD STAR FDSvg tl intl stk f | $16,020,000 | +2905.6% | 350,013 | +3290.0% | 0.93% | +3013.3% |
| UNH | Sell | UNITEDHEALTH GROUP INC | $15,701,000 | -4.4% | 31,090 | -2.8% | 0.92% | -0.1% |
| XOM | Sell | EXXON MOBIL CORP | $15,250,000 | -13.0% | 174,661 | -14.6% | 0.89% | -9.1% |
| COST | Buy | COSTCO WHSL CORP NEW | $14,232,000 | +0.8% | 30,134 | +2.3% | 0.83% | +5.3% |
| FB | Buy | META PLATFORMS INCcl a | $13,817,000 | -13.2% | 101,840 | +3.2% | 0.81% | -9.3% |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $13,323,000 | -9.3% | 46,857 | +0.6% | 0.78% | -5.4% |
| WMT | Sell | WALMART INC | $13,284,000 | +1.1% | 102,423 | -5.2% | 0.78% | +5.7% |
| UPS | Sell | UNITED PARCEL SERVICE INCcl b | $12,892,000 | -13.3% | 79,807 | -2.0% | 0.75% | -9.4% |
| BAC | Buy | BK OF AMERICA CORP | $12,456,000 | -0.4% | 412,442 | +2.6% | 0.73% | +3.9% |
| V | Sell | VISA INC | $12,427,000 | -43.2% | 69,956 | -37.0% | 0.72% | -40.6% |
| CB | Buy | CHUBB LIMITED | $11,399,000 | -5.2% | 62,671 | +2.4% | 0.66% | -0.9% |
| DUK | Sell | DUKE ENERGY CORP NEW | $11,392,000 | -33.7% | 122,465 | -23.6% | 0.66% | -30.8% |
| ABT | Buy | ABBOTT LABS | $11,231,000 | -5.5% | 116,066 | +6.1% | 0.66% | -1.4% |
| LMT | Sell | LOCKHEED MARTIN CORP | $11,225,000 | -10.7% | 29,059 | -0.7% | 0.66% | -6.7% |
| HSY | Buy | HERSHEY CO | $11,024,000 | +2.5% | 50,002 | +0.0% | 0.64% | +7.0% |
| CAT | Buy | CATERPILLAR INC | $10,715,000 | -6.9% | 65,308 | +1.5% | 0.62% | -2.6% |
| PFE | Buy | PFIZER INC | $10,540,000 | -16.0% | 240,839 | +0.6% | 0.62% | -12.3% |
| WM | Sell | WASTE MGMT INC DEL | $10,170,000 | +1.1% | 63,478 | -3.5% | 0.59% | +5.5% |
| NVDA | Buy | NVIDIA CORPORATION | $10,143,000 | -19.7% | 83,554 | +0.2% | 0.59% | -16.3% |
| LHX | Buy | L3HARRIS TECHNOLOGIES INC | $10,111,000 | -13.3% | 48,651 | +0.8% | 0.59% | -9.4% |
| ANET | Sell | ARISTA NETWORKS INC | $9,966,000 | +18.9% | 88,283 | -1.3% | 0.58% | +24.1% |
| LOW | Buy | LOWES COS INC | $9,702,000 | +8.5% | 51,657 | +0.9% | 0.57% | +13.4% |
| VOO | Buy | VANGUARD INDEX FDS | $9,701,000 | +9.3% | 29,550 | +15.5% | 0.57% | +14.1% |
| LLY | Sell | LILLY ELI & CO | $9,355,000 | -20.4% | 28,930 | -20.2% | 0.55% | -16.8% |
| HON | Sell | HONEYWELL INTL INC | $9,073,000 | -6.0% | 54,341 | -2.1% | 0.53% | -1.9% |
| TRV | Buy | TRAVELERS COMPANIES INC | $8,919,000 | -9.2% | 58,218 | +0.2% | 0.52% | -5.3% |
| UNP | Buy | UNION PAC CORP | $8,303,000 | -8.6% | 42,622 | +0.1% | 0.48% | -4.5% |
| COP | Sell | CONOCOPHILLIPS | $8,300,000 | -0.6% | 81,098 | -12.8% | 0.48% | +3.9% |
| NEE | Sell | NEXTERA ENERGY INC | $8,061,000 | -7.0% | 102,803 | -8.1% | 0.47% | -2.9% |
| GLD | Sell | SPDR GOLD TR | $8,015,000 | -27.3% | 51,818 | -20.8% | 0.47% | -24.2% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $7,923,000 | -14.6% | 208,682 | +14.2% | 0.46% | -10.8% |
| MMM | Sell | 3M CO | $7,867,000 | -15.8% | 71,194 | -1.3% | 0.46% | -11.9% |
| CVS | Sell | CVS HEALTH CORP | $7,833,000 | +1.7% | 82,128 | -1.2% | 0.46% | +6.3% |
| ACN | Buy | ACCENTURE PLC IRELAND | $7,825,000 | -7.0% | 30,410 | +0.3% | 0.46% | -3.0% |
| TGT | Buy | TARGET CORP | $7,785,000 | +19.0% | 52,459 | +13.3% | 0.45% | +24.4% |
| NKE | Buy | NIKE INCcl b | $7,581,000 | -13.2% | 91,204 | +6.7% | 0.44% | -9.4% |
| ITW | Buy | ILLINOIS TOOL WKS INC | $7,517,000 | +3.0% | 41,609 | +3.9% | 0.44% | +7.4% |
| New | SCHWAB CHARLES FAMILY FDamt tax free mny | $7,333,000 | – | 7,332,797 | +100.0% | 0.43% | – | |
| IVV | Buy | ISHARES TRcore s&p500 etf | $7,225,000 | -4.8% | 20,145 | +0.7% | 0.42% | -0.7% |
| CTAS | Buy | CINTAS CORP | $7,210,000 | +8.7% | 18,573 | +4.6% | 0.42% | +13.5% |
| NFLX | Sell | NETFLIX INC | $7,023,000 | +32.4% | 29,829 | -1.6% | 0.41% | +38.5% |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS | $6,935,000 | -16.3% | 58,374 | -0.5% | 0.40% | -12.6% |
| SO | Sell | SOUTHERN CO | $6,814,000 | -58.9% | 100,211 | -56.9% | 0.40% | -57.1% |
| SPG | Buy | SIMON PPTY GROUP INC NEW | $6,755,000 | +0.2% | 75,264 | +6.0% | 0.39% | +4.8% |
| EXPD | Buy | EXPEDITORS INTL WASH INC | $6,413,000 | -7.3% | 72,614 | +2.3% | 0.37% | -3.1% |
| BR | Buy | BROADRIDGE FINL SOLUTIONS IN | $6,354,000 | +1.3% | 44,025 | +0.0% | 0.37% | +6.0% |
| BX | Buy | BLACKSTONE INC | $6,105,000 | -2.0% | 72,939 | +6.9% | 0.36% | +2.3% |
| DIS | Sell | DISNEY WALT CO | $6,017,000 | -21.3% | 63,789 | -21.2% | 0.35% | -17.8% |
| Buy | SEVEN HILLS REALTY TRUST | $5,910,000 | -5.6% | 648,026 | +10.5% | 0.34% | -1.4% | |
| LUV | Sell | SOUTHWEST AIRLS CO | $5,671,000 | -15.2% | 183,891 | -0.7% | 0.33% | -11.3% |
| LMBS | Buy | FIRST TR EXCHANGE-TRADED FDfst low oppt eft | $5,660,000 | +1.2% | 119,532 | +3.3% | 0.33% | +5.8% |
| IEX | IDEX CORP | $5,625,000 | +10.0% | 28,148 | 0.0% | 0.33% | +15.1% | |
| TFC | Sell | TRUIST FINL CORP | $5,497,000 | -58.4% | 126,256 | -54.7% | 0.32% | -56.6% |
| ENB | Buy | ENBRIDGE INC | $5,443,000 | -7.6% | 146,695 | +5.2% | 0.32% | -3.6% |
| LIN | Buy | LINDE PLC | $5,388,000 | +3.1% | 19,985 | +9.9% | 0.31% | +7.5% |
| MRK | Buy | MERCK & CO INC | $5,338,000 | +0.8% | 61,981 | +6.7% | 0.31% | +5.1% |
| ANTM | Buy | ELEVANCE HEALTH INC | $5,233,000 | +11.6% | 11,519 | +18.6% | 0.30% | +16.4% |
| TMUS | Buy | T-MOBILE US INC | $5,201,000 | +8.2% | 38,766 | +8.5% | 0.30% | +13.1% |
| ITOT | Sell | ISHARES TRcore s&p ttl stk | $5,163,000 | -5.1% | 64,914 | -0.0% | 0.30% | -1.0% |
| VEA | Buy | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $4,983,000 | +1.4% | 137,040 | +13.8% | 0.29% | +6.2% |
| AMGN | Buy | AMGEN INC | $4,921,000 | -3.7% | 21,833 | +3.9% | 0.29% | +0.7% |
| AVGO | Buy | BROADCOM INC | $4,905,000 | -1.6% | 11,047 | +7.7% | 0.29% | +2.9% |
| CSCO | Buy | CISCO SYS INC | $4,895,000 | -5.2% | 122,367 | +1.0% | 0.28% | -1.0% |
| T | Buy | AT&T INC | $4,860,000 | -15.4% | 316,835 | +15.5% | 0.28% | -11.8% |
| MDT | Buy | MEDTRONIC PLC | $4,795,000 | -2.8% | 59,386 | +8.1% | 0.28% | +1.8% |
| MO | Buy | ALTRIA GROUP INC | $4,601,000 | +16.6% | 113,948 | +20.7% | 0.27% | +21.8% |
| QCOM | Buy | QUALCOMM INC | $4,377,000 | -3.9% | 38,743 | +8.6% | 0.26% | +0.4% |
| PM | Buy | PHILIP MORRIS INTL INC | $4,365,000 | +18.7% | 52,587 | +41.2% | 0.26% | +24.4% |
| OCSL | Sell | OAKTREE SPECIALTY LENDING CO | $4,180,000 | -20.4% | 696,614 | -13.1% | 0.24% | -16.7% |
| D | Buy | DOMINION ENERGY INC | $4,107,000 | -9.7% | 59,425 | +4.3% | 0.24% | -5.9% |
| SPGI | Buy | S&P GLOBAL INC | $4,015,000 | -4.3% | 13,151 | +5.6% | 0.23% | 0.0% |
| ADBE | Sell | ADOBE SYSTEMS INCORPORATED | $3,778,000 | -33.5% | 13,727 | -11.6% | 0.22% | -30.6% |
| GD | Sell | GENERAL DYNAMICS CORP | $3,748,000 | -20.8% | 17,663 | -17.5% | 0.22% | -17.0% |
| GPC | Sell | GENUINE PARTS CO | $3,733,000 | +4.2% | 24,998 | -7.2% | 0.22% | +9.0% |
| CRM | Sell | SALESFORCE INC | $3,683,000 | -14.9% | 25,605 | -2.4% | 0.22% | -11.2% |
| MDLZ | Buy | MONDELEZ INTL INCcl a | $3,609,000 | +2.7% | 65,827 | +16.3% | 0.21% | +7.1% |
| BA | Buy | BOEING CO | $3,532,000 | +11.7% | 29,167 | +26.2% | 0.21% | +17.0% |
| FSK | Buy | FS KKR CAP CORP | $3,530,000 | -9.9% | 208,277 | +3.2% | 0.21% | -5.9% |
| AXP | Buy | AMERICAN EXPRESS CO | $3,528,000 | +0.1% | 26,153 | +2.9% | 0.21% | +4.6% |
| NVO | Buy | NOVO-NORDISK A Sadr | $3,450,000 | -5.6% | 34,633 | +5.6% | 0.20% | -1.5% |
| TXN | Buy | TEXAS INSTRS INC | $3,400,000 | +28.3% | 21,971 | +27.4% | 0.20% | +33.8% |
| WFC | Sell | WELLS FARGO CO NEW | $3,395,000 | -0.3% | 84,412 | -2.9% | 0.20% | +4.2% |
| CMG | Buy | CHIPOTLE MEXICAN GRILL INC | $3,401,000 | +15.1% | 2,263 | +0.1% | 0.20% | +20.0% |
| RTX | Sell | RAYTHEON TECHNOLOGIES CORP | $3,368,000 | -34.4% | 41,140 | -23.0% | 0.20% | -31.7% |
| CL | Sell | COLGATE PALMOLIVE CO | $3,344,000 | -15.2% | 47,602 | -3.2% | 0.20% | -11.4% |
| PANW | Buy | PALO ALTO NETWORKS INC | $3,334,000 | -23.6% | 20,352 | +130.3% | 0.19% | -20.5% |
| SBUX | Buy | STARBUCKS CORP | $3,334,000 | +13.6% | 39,568 | +3.0% | 0.19% | +18.3% |
| VEU | Sell | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $3,278,000 | -37.8% | 73,895 | -30.0% | 0.19% | -35.0% |
| SHW | Buy | SHERWIN WILLIAMS CO | $3,241,000 | -4.1% | 15,829 | +4.8% | 0.19% | 0.0% |
| NOC | Sell | NORTHROP GRUMMAN CORP | $3,233,000 | -4.1% | 6,875 | -2.4% | 0.19% | +0.5% |
| APD | Buy | AIR PRODS & CHEMS INC | $3,205,000 | +10.6% | 13,771 | +14.3% | 0.19% | +15.4% |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO | $3,184,000 | -6.8% | 44,787 | +1.0% | 0.19% | -2.6% |
| INTC | Buy | INTEL CORP | $3,162,000 | -16.9% | 122,706 | +20.6% | 0.18% | -13.6% |
| CHD | Sell | CHURCH & DWIGHT CO INC | $3,016,000 | -61.8% | 42,223 | -50.4% | 0.18% | -60.1% |
| JBLU | Sell | JETBLUE AWYS CORP | $3,000,000 | -20.8% | 452,491 | -0.1% | 0.18% | -17.5% |
| MS | Buy | MORGAN STANLEY | $2,997,000 | +25.1% | 37,926 | +20.4% | 0.18% | +30.6% |
| BRO | Buy | BROWN & BROWN INC | $2,982,000 | +8.0% | 49,310 | +4.2% | 0.17% | +13.0% |
| ADI | Buy | ANALOG DEVICES INC | $2,973,000 | -3.9% | 21,334 | +0.7% | 0.17% | 0.0% |
| F | Sell | FORD MTR CO DEL | $2,939,000 | -4.9% | 262,397 | -5.5% | 0.17% | -1.2% |
| CF | Buy | CF INDS HLDGS INC | $2,853,000 | +12.3% | 29,638 | +0.0% | 0.17% | +16.9% |
| PH | Sell | PARKER-HANNIFIN CORP | $2,772,000 | -24.9% | 11,441 | -23.7% | 0.16% | -21.4% |
| ADP | Buy | AUTOMATIC DATA PROCESSING IN | $2,738,000 | +20.0% | 12,105 | +11.4% | 0.16% | +26.0% |
| FTNT | Sell | FORTINET INC | $2,747,000 | -15.2% | 55,923 | -2.4% | 0.16% | -11.6% |
| DOV | Sell | DOVER CORP | $2,726,000 | -10.1% | 23,382 | -6.4% | 0.16% | -5.9% |
| CAG | Buy | CONAGRA BRANDS INC | $2,708,000 | +132.4% | 82,983 | +143.8% | 0.16% | +143.1% |
| AFL | Sell | AFLAC INC | $2,688,000 | -15.2% | 47,826 | -16.6% | 0.16% | -11.3% |
| EMR | Sell | EMERSON ELEC CO | $2,597,000 | -12.9% | 35,463 | -5.4% | 0.15% | -9.6% |
| DE | Sell | DEERE & CO | $2,581,000 | -15.5% | 7,730 | -24.2% | 0.15% | -11.7% |
| MU | Sell | MICRON TECHNOLOGY INC | $2,571,000 | -28.9% | 51,317 | -21.5% | 0.15% | -25.7% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $2,555,000 | +165.6% | 7,153 | +180.6% | 0.15% | +175.9% |
| INTU | Sell | INTUIT | $2,531,000 | -22.5% | 6,534 | -22.8% | 0.15% | -18.7% |
| RF | Buy | REGIONS FINANCIAL CORP NEW | $2,539,000 | +341.6% | 126,490 | +312.5% | 0.15% | +362.5% |
| OXY | Buy | OCCIDENTAL PETE CORP | $2,542,000 | +10.9% | 41,362 | +6.2% | 0.15% | +15.6% |
| LNG | New | CHENIERE ENERGY INC | $2,518,000 | – | 15,178 | +100.0% | 0.15% | – |
| O | Buy | REALTY INCOME CORP | $2,487,000 | +11.8% | 42,731 | +31.1% | 0.14% | +16.9% |
| AMAT | Buy | APPLIED MATLS INC | $2,480,000 | +116.4% | 30,265 | +140.2% | 0.14% | +126.6% |
| WRB | Buy | BERKLEY W R CORP | $2,456,000 | +2.1% | 38,034 | +7.9% | 0.14% | +6.7% |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC | $2,459,000 | -2.8% | 4,848 | +4.1% | 0.14% | +1.4% |
| RSP | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $2,458,000 | -3.3% | 19,311 | +2.0% | 0.14% | +0.7% |
| CLX | Buy | CLOROX CO DEL | $2,459,000 | -2.2% | 19,152 | +7.4% | 0.14% | +2.1% |
| DVN | Buy | DEVON ENERGY CORP NEW | $2,425,000 | +41.2% | 40,326 | +29.3% | 0.14% | +46.9% |
| EOG | Buy | EOG RES INC | $2,394,000 | +2.2% | 21,422 | +1.0% | 0.14% | +6.9% |
| BDX | Buy | BECTON DICKINSON & CO | $2,361,000 | +8.2% | 10,596 | +19.7% | 0.14% | +13.1% |
| TD | Buy | TORONTO DOMINION BK ONT | $2,368,000 | -4.7% | 38,614 | +1.9% | 0.14% | -0.7% |
| ATVI | Buy | ACTIVISION BLIZZARD INC | $2,346,000 | -0.1% | 31,555 | +4.6% | 0.14% | +4.6% |
| TTD | Sell | THE TRADE DESK INC | $2,321,000 | +34.8% | 38,846 | -5.5% | 0.14% | +40.6% |
| SCHD | New | SCHWAB STRATEGIC TRus dividend eq | $2,320,000 | – | 34,922 | +100.0% | 0.14% | – |
| MKC | Buy | MCCORMICK & CO INC | $2,257,000 | -1.7% | 31,666 | +14.8% | 0.13% | +3.1% |
| C | Buy | CITIGROUP INC | $2,238,000 | -8.0% | 53,717 | +1.5% | 0.13% | -3.7% |
| PRU | Buy | PRUDENTIAL FINL INC | $2,238,000 | -4.8% | 26,089 | +6.2% | 0.13% | 0.0% |
| DOW | Sell | DOW INC | $2,233,000 | -36.3% | 50,834 | -25.2% | 0.13% | -33.7% |
| PYPL | Sell | PAYPAL HLDGS INC | $2,212,000 | -16.1% | 25,705 | -31.9% | 0.13% | -12.2% |
| BND | Buy | VANGUARD BD INDEX FDStotal bnd mrkt | $2,219,000 | +178.8% | 31,113 | +194.1% | 0.13% | +193.2% |
| TPL | Buy | TEXAS PACIFIC LAND CORPORATI | $2,181,000 | +20.2% | 1,227 | +0.6% | 0.13% | +25.7% |
| DLTR | Buy | DOLLAR TREE INC | $2,155,000 | +27.6% | 15,836 | +46.2% | 0.13% | +34.0% |
| FCX | Buy | FREEPORT-MCMORAN INCcl b | $2,154,000 | +3.4% | 78,812 | +10.6% | 0.13% | +8.6% |
| LXP | Sell | LXP INDUSTRIAL TRUST | $2,152,000 | -16.8% | 234,940 | -2.4% | 0.12% | -13.2% |
| SYY | Sell | SYSCO CORP | $2,146,000 | -19.6% | 30,349 | -3.7% | 0.12% | -16.1% |
| PNC | Buy | PNC FINL SVCS GROUP INC | $2,131,000 | -3.9% | 14,264 | +1.5% | 0.12% | 0.0% |
| IRM | Buy | IRON MTN INC DEL | $2,102,000 | -1.9% | 47,809 | +8.7% | 0.12% | +2.5% |
| KMB | Sell | KIMBERLY-CLARK CORP | $2,098,000 | -17.3% | 18,644 | -0.7% | 0.12% | -14.1% |
| IXUS | Buy | ISHARES TRcore msci total | $2,069,000 | -1.9% | 40,636 | +9.9% | 0.12% | +2.5% |
| BLK | Buy | BLACKROCK INC | $2,070,000 | +14.7% | 3,761 | +26.9% | 0.12% | +19.8% |
| GM | Buy | GENERAL MTRS CO | $2,072,000 | +73.2% | 64,553 | +71.4% | 0.12% | +80.6% |
| FBT | Buy | FIRST TR EXCHANGE-TRADED FDny arca biotech | $2,059,000 | -0.7% | 15,601 | +2.0% | 0.12% | +3.4% |
| TJX | Buy | TJX COS INC NEW | $2,038,000 | +37.4% | 32,799 | +23.6% | 0.12% | +43.4% |
| EPD | Buy | ENTERPRISE PRODS PARTNERS L | $1,993,000 | +6.0% | 83,812 | +8.6% | 0.12% | +10.5% |
| FLO | Sell | FLOWERS FOODS INC | $1,982,000 | -7.2% | 80,291 | -1.1% | 0.12% | -2.5% |
| CBRE | Buy | CBRE GROUP INCcl a | $1,957,000 | -2.2% | 28,995 | +6.7% | 0.11% | +1.8% |
| ULTA | Sell | ULTA BEAUTY INC | $1,963,000 | +1.6% | 4,892 | -2.4% | 0.11% | +5.6% |
| TEL | Sell | TE CONNECTIVITY LTD | $1,946,000 | -4.4% | 17,632 | -2.0% | 0.11% | -0.9% |
| ORCL | Sell | ORACLE CORP | $1,943,000 | -14.9% | 31,816 | -2.6% | 0.11% | -11.0% |
| New | GSK PLCsponsored adr | $1,916,000 | – | 65,134 | +100.0% | 0.11% | – | |
| CHRW | C H ROBINSON WORLDWIDE INC | $1,897,000 | -5.0% | 19,697 | 0.0% | 0.11% | -0.9% | |
| AXS | Buy | AXIS CAP HLDGS LTD | $1,889,000 | -13.1% | 38,433 | +1.0% | 0.11% | -9.1% |
| FXZ | Buy | FIRST TR EXCHANGE TRADED FDmaterials alph | $1,867,000 | -6.2% | 35,985 | +2.2% | 0.11% | -1.8% |
| USB | Buy | US BANCORP DEL | $1,871,000 | -6.0% | 46,406 | +7.2% | 0.11% | -1.8% |
| CAH | Buy | CARDINAL HEALTH INC | $1,862,000 | +55.7% | 27,930 | +22.0% | 0.11% | +62.7% |
| HRL | Sell | HORMEL FOODS CORP | $1,851,000 | -6.8% | 40,735 | -2.9% | 0.11% | -2.7% |
| LTC | New | LTC PPTYS INC | $1,829,000 | – | 48,836 | +100.0% | 0.11% | – |
| BP | Buy | BP PLCsponsored adr | $1,839,000 | +1.8% | 64,420 | +1.1% | 0.11% | +5.9% |
| UAN | Buy | CVR PARTNERS LP | $1,818,000 | +26.9% | 15,887 | +10.7% | 0.11% | +32.5% |
| CSX | Buy | CSX CORP | $1,816,000 | -3.7% | 68,162 | +5.0% | 0.11% | +1.0% |
| UBS | Sell | UBS GROUP AG | $1,808,000 | -13.0% | 124,572 | -2.7% | 0.10% | -9.5% |
| QTEC | Buy | FIRST TR NASDAQ 100 TECH IND | $1,776,000 | -5.9% | 16,940 | +2.7% | 0.10% | -1.0% |
| TWTR | Buy | TWITTER INC | $1,791,000 | +39.5% | 40,845 | +19.0% | 0.10% | +44.4% |
| FDN | Buy | FIRST TR EXCHANGE-TRADED FDdj internt idx | $1,771,000 | +1.3% | 14,028 | +1.9% | 0.10% | +5.1% |
| BIIB | Buy | BIOGEN INC | $1,754,000 | +37.5% | 6,570 | +5.0% | 0.10% | +43.7% |
| DMLP | Buy | DORCHESTER MINERALS LP | $1,724,000 | +8.7% | 69,000 | +3.8% | 0.10% | +13.5% |
| ET | Buy | ENERGY TRANSFER L P | $1,733,000 | +13.3% | 157,121 | +2.6% | 0.10% | +18.8% |
| IEFA | Sell | ISHARES TRcore msci eafe | $1,740,000 | -14.5% | 33,039 | -4.5% | 0.10% | -11.4% |
| WBA | Buy | WALGREENS BOOTS ALLIANCE INC | $1,709,000 | +3.5% | 54,418 | +24.9% | 0.10% | +8.7% |
| VRSK | Buy | VERISK ANALYTICS INC | $1,722,000 | +0.9% | 10,099 | +2.4% | 0.10% | +5.3% |
| ALB | Buy | ALBEMARLE CORP | $1,695,000 | +53.7% | 6,410 | +21.4% | 0.10% | +59.7% |
| AEP | Buy | AMERICAN ELEC PWR CO INC | $1,691,000 | +139.2% | 19,559 | +165.3% | 0.10% | +153.8% |
| CMCSA | Sell | COMCAST CORP NEWcl a | $1,682,000 | -31.3% | 57,346 | -8.1% | 0.10% | -28.5% |
| IP | Buy | INTERNATIONAL PAPER CO | $1,665,000 | +545.3% | 52,523 | +751.1% | 0.10% | +592.9% |
| URI | Buy | UNITED RENTALS INC | $1,668,000 | +24.4% | 6,175 | +11.9% | 0.10% | +29.3% |
| DAL | Buy | DELTA AIR LINES INC DEL | $1,640,000 | -2.7% | 58,453 | +0.5% | 0.10% | +2.1% |
| NOW | Sell | SERVICENOW INC | $1,632,000 | -31.6% | 4,322 | -13.9% | 0.10% | -28.6% |
| FCCO | Buy | FIRST CMNTY CORP S C | $1,609,000 | -8.4% | 91,961 | +0.4% | 0.09% | -4.1% |
| ED | Buy | CONSOLIDATED EDISON INC | $1,606,000 | +4.8% | 18,722 | +16.1% | 0.09% | +9.3% |
| ZS | Buy | ZSCALER INC | $1,612,000 | +13.1% | 9,807 | +2.9% | 0.09% | +17.5% |
| NUE | Buy | NUCOR CORP | $1,597,000 | +15.1% | 14,931 | +12.3% | 0.09% | +19.2% |
| DD | Buy | DUPONT DE NEMOURS INC | $1,589,000 | +9.4% | 31,532 | +20.7% | 0.09% | +14.8% |
| BNDX | New | VANGUARD CHARLOTTE FDStotal int bd etf | $1,567,000 | – | 32,835 | +100.0% | 0.09% | – |
| PXD | Buy | PIONEER NAT RES CO | $1,518,000 | -2.0% | 7,011 | +0.9% | 0.09% | +3.5% |
| HUN | Sell | HUNTSMAN CORP | $1,534,000 | -25.3% | 62,512 | -13.7% | 0.09% | -22.6% |
| DG | Buy | DOLLAR GEN CORP NEW | $1,489,000 | -2.2% | 6,209 | +0.1% | 0.09% | +2.4% |
| MET | Sell | METLIFE INC | $1,482,000 | -4.0% | 24,384 | -0.8% | 0.09% | 0.0% |
| ADM | Buy | ARCHER DANIELS MIDLAND CO | $1,449,000 | +38.7% | 18,010 | +33.7% | 0.08% | +44.8% |
| WPC | Buy | WP CAREY INC | $1,448,000 | -7.1% | 20,748 | +10.3% | 0.08% | -3.4% |
| ISRG | Sell | INTUITIVE SURGICAL INC | $1,445,000 | -9.8% | 7,710 | -3.4% | 0.08% | -5.6% |
| GS | Sell | GOLDMAN SACHS GROUP INC | $1,421,000 | -1.7% | 4,850 | -0.3% | 0.08% | +2.5% |
| CINF | Sell | CINCINNATI FINL CORP | $1,401,000 | -30.3% | 15,645 | -7.3% | 0.08% | -26.8% |
| NSC | Buy | NORFOLK SOUTHN CORP | $1,388,000 | -1.7% | 6,621 | +6.6% | 0.08% | +2.5% |
| VXF | Buy | VANGUARD INDEX FDSextend mkt etf | $1,380,000 | +1.2% | 10,858 | +4.4% | 0.08% | +5.3% |
| AMCR | Buy | AMCOR PLCord | $1,366,000 | +3.7% | 127,270 | +20.1% | 0.08% | +8.1% |
| SLGN | SILGAN HOLDINGS INC | $1,364,000 | +1.7% | 32,440 | 0.0% | 0.08% | +6.7% | |
| CRWD | Buy | CROWDSTRIKE HLDGS INCcl a | $1,357,000 | +17.9% | 8,231 | +20.5% | 0.08% | +23.4% |
| TROW | Buy | PRICE T ROWE GROUP INC | $1,341,000 | +16.9% | 12,770 | +26.5% | 0.08% | +21.9% |
| ETN | Sell | EATON CORP PLC | $1,337,000 | +2.2% | 10,025 | -3.5% | 0.08% | +6.8% |
| SAP | Buy | SAP SEspon adr | $1,329,000 | -8.0% | 16,358 | +2.7% | 0.08% | -3.7% |
| STZ | Buy | CONSTELLATION BRANDS INCcl a | $1,317,000 | -0.8% | 5,734 | +0.6% | 0.08% | +4.1% |
| DHR | Sell | DANAHER CORPORATION | $1,315,000 | -1.1% | 5,090 | -2.9% | 0.08% | +4.1% |
| ORLY | Sell | OREILLY AUTOMOTIVE INC | $1,326,000 | +11.1% | 1,885 | -0.3% | 0.08% | +14.9% |
| VBR | Buy | VANGUARD INDEX FDSsm cp val etf | $1,302,000 | +5.3% | 9,082 | +10.1% | 0.08% | +10.1% |
| PAYX | Sell | PAYCHEX INC | $1,285,000 | -2.4% | 11,452 | -1.0% | 0.08% | +1.4% |
| ENPH | Sell | ENPHASE ENERGY INC | $1,273,000 | +41.9% | 4,587 | -0.1% | 0.07% | +48.0% |
| BHF | Buy | BRIGHTHOUSE FINL INC | $1,275,000 | +13.3% | 29,372 | +7.1% | 0.07% | +17.5% |
| FDX | Sell | FEDEX CORP | $1,224,000 | -48.6% | 8,242 | -21.6% | 0.07% | -46.6% |
| VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $1,207,000 | +126.5% | 8,934 | +140.3% | 0.07% | +133.3% |
| SCHW | Buy | SCHWAB CHARLES CORP | $1,187,000 | +16.4% | 16,507 | +2.3% | 0.07% | +21.1% |
| SYK | Sell | STRYKER CORPORATION | $1,190,000 | +1.1% | 5,875 | -0.7% | 0.07% | +4.5% |
| ECL | Buy | ECOLAB INC | $1,183,000 | +15.5% | 8,188 | +23.0% | 0.07% | +21.1% |
| VICI | Buy | VICI PPTYS INC | $1,177,000 | +169.3% | 39,420 | +169.0% | 0.07% | +187.5% |
| TSM | Sell | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $1,175,000 | -20.8% | 17,139 | -5.5% | 0.07% | -16.9% |
| CPB | New | CAMPBELL SOUP CO | $1,162,000 | – | 24,665 | +100.0% | 0.07% | – |
| WEC | Buy | WEC ENERGY GROUP INC | $1,173,000 | +0.1% | 13,112 | +12.6% | 0.07% | +4.6% |
| FNV | Sell | FRANCO NEV CORP | $1,148,000 | -44.0% | 9,609 | -38.3% | 0.07% | -41.2% |
| Sell | GENERAL ELECTRIC CO | $1,147,000 | -7.6% | 18,530 | -4.9% | 0.07% | -2.9% | |
| RLI | Buy | RLI CORP | $1,125,000 | -6.8% | 10,989 | +6.1% | 0.07% | -1.5% |
| GIS | Sell | GENERAL MLS INC | $1,135,000 | -9.1% | 14,813 | -10.5% | 0.07% | -5.7% |
| BEN | Buy | FRANKLIN RESOURCES INC | $1,137,000 | +19.7% | 52,812 | +29.6% | 0.07% | +24.5% |
| KKR | Sell | KKR & CO INC | $1,126,000 | -12.0% | 26,195 | -5.2% | 0.07% | -7.0% |
| SNPS | Sell | SYNOPSYS INC | $1,123,000 | 0.0% | 3,676 | -0.6% | 0.06% | +3.2% |
| SONY | Sell | SONY GROUP CORPORATIONsponsored adr | $1,121,000 | -24.3% | 17,506 | -3.4% | 0.06% | -21.7% |
| PPG | Buy | PPG INDS INC | $1,107,000 | +15.3% | 10,005 | +19.2% | 0.06% | +20.4% |
| KMI | Buy | KINDER MORGAN INC DEL | $1,095,000 | +39.8% | 65,792 | +40.8% | 0.06% | +45.5% |
| AMT | Buy | AMERICAN TOWER CORP NEW | $1,089,000 | -8.9% | 5,073 | +8.5% | 0.06% | -4.5% |
| VLO | Sell | VALERO ENERGY CORP | $1,075,000 | -19.8% | 10,064 | -20.3% | 0.06% | -16.0% |
| ALL | Sell | ALLSTATE CORP | $1,086,000 | -2.5% | 8,720 | -0.8% | 0.06% | +1.6% |
| AY | Sell | ATLANTICA SUSTAINABLE INFR P | $1,085,000 | -22.0% | 41,255 | -4.3% | 0.06% | -19.2% |
| Buy | SHELL PLCspon ads | $1,065,000 | +1.9% | 21,403 | +7.1% | 0.06% | +6.9% | |
| SEDG | Sell | SOLAREDGE TECHNOLOGIES INC | $1,059,000 | -20.1% | 4,575 | -5.6% | 0.06% | -16.2% |
| MSTR | Buy | MICROSTRATEGY INCcl a new | $1,057,000 | +71.0% | 4,980 | +32.4% | 0.06% | +77.1% |
| Buy | FEDERAL RLTY INVT TR NEWsh ben int new | $1,042,000 | +15.6% | 11,563 | +22.9% | 0.06% | +22.0% | |
| DOCU | Sell | DOCUSIGN INC | $1,047,000 | -26.9% | 19,582 | -21.6% | 0.06% | -23.8% |
| SWAV | Sell | SHOCKWAVE MED INC | $1,042,000 | +27.9% | 3,748 | -12.0% | 0.06% | +32.6% |
| BKNG | Buy | BOOKING HOLDINGS INC | $1,025,000 | +0.9% | 624 | +7.4% | 0.06% | +5.3% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $1,036,000 | -4.4% | 11,885 | +1.3% | 0.06% | -1.6% |
| TTE | Buy | TOTALENERGIES SEsponsored ads | $1,020,000 | -9.7% | 21,922 | +2.2% | 0.06% | -6.3% |
| KHC | Buy | KRAFT HEINZ CO | $1,018,000 | +143.0% | 30,520 | +178.1% | 0.06% | +156.5% |
| KR | Sell | KROGER CO | $1,010,000 | -57.8% | 23,075 | -54.4% | 0.06% | -56.0% |
| Buy | JACKSON FINANCIAL INC | $995,000 | +28.2% | 35,854 | +23.6% | 0.06% | +34.9% | |
| FCNCA | Sell | FIRST CTZNS BANCSHARES INC Ncl a | $973,000 | +20.9% | 1,220 | -0.9% | 0.06% | +26.7% |
| MRVL | Buy | MARVELL TECHNOLOGY INC | $982,000 | +35.4% | 22,886 | +37.5% | 0.06% | +42.5% |
| PLD | Buy | PROLOGIS INC. | $960,000 | +3.1% | 9,453 | +19.5% | 0.06% | +7.7% |
| YUM | Sell | YUM BRANDS INC | $948,000 | -26.1% | 8,914 | -21.1% | 0.06% | -23.6% |
| NRZ | Buy | RITHM CAPITAL CORP | $947,000 | -16.3% | 129,315 | +6.4% | 0.06% | -12.7% |
| WYNN | Sell | WYNN RESORTS LTD | $922,000 | +9.9% | 14,631 | -0.7% | 0.05% | +14.9% |
| SCHP | New | SCHWAB STRATEGIC TRus tips etf | $921,000 | – | 17,774 | +100.0% | 0.05% | – |
| FQAL | Buy | FIDELITY COVINGTON TRUSTqlty fctor etf | $915,000 | -4.7% | 22,028 | +1.5% | 0.05% | -1.9% |
| SMBC | SOUTHERN MO BANCORP INC | $911,000 | +12.7% | 17,855 | 0.0% | 0.05% | +17.8% | |
| SSB | Sell | SOUTHSTATE CORPORATION | $884,000 | +1.7% | 11,169 | -0.9% | 0.05% | +6.1% |
| SWK | Buy | STANLEY BLACK & DECKER INC | $860,000 | -5.6% | 11,429 | +31.5% | 0.05% | -2.0% |
| LNT | Buy | ALLIANT ENERGY CORP | $844,000 | -9.2% | 15,924 | +0.3% | 0.05% | -5.8% |
| OKE | Sell | ONEOK INC NEW | $828,000 | -12.5% | 16,156 | -5.2% | 0.05% | -9.4% |
| ABNB | Buy | AIRBNB INC | $830,000 | +37.2% | 7,905 | +16.4% | 0.05% | +41.2% |
| COG | Sell | COTERRA ENERGY INC | $806,000 | -18.8% | 30,841 | -19.8% | 0.05% | -14.5% |
| HAL | Sell | HALLIBURTON CO | $798,000 | -37.2% | 32,396 | -20.1% | 0.05% | -33.8% |
| LXU | Buy | LSB INDS INC | $803,000 | +13.3% | 56,383 | +10.2% | 0.05% | +17.5% |
| UBER | Sell | UBER TECHNOLOGIES INC | $814,000 | -16.0% | 30,730 | -35.1% | 0.05% | -13.0% |
| MAR | Sell | MARRIOTT INTL INC NEWcl a | $805,000 | -8.1% | 5,742 | -10.8% | 0.05% | -4.1% |
| ROP | Buy | ROPER TECHNOLOGIES INC | $797,000 | +17.4% | 2,215 | +28.8% | 0.05% | +21.1% |
| ADSK | Sell | AUTODESK INC | $791,000 | +1.3% | 4,237 | -6.8% | 0.05% | +4.5% |
| PODD | Sell | INSULET CORP | $795,000 | +4.1% | 3,466 | -1.1% | 0.05% | +7.0% |
| FTI | Sell | TECHNIPFMC PLC | $783,000 | +19.0% | 92,525 | -5.4% | 0.05% | +24.3% |
| WELL | Buy | WELLTOWER INC | $778,000 | -20.9% | 12,091 | +1.3% | 0.04% | -18.2% |
| CENT | CENTRAL GARDEN & PET CO | $778,000 | -15.1% | 21,600 | 0.0% | 0.04% | -11.8% | |
| SHOP | Buy | SHOPIFY INCcl a | $765,000 | -0.3% | 28,378 | +15.5% | 0.04% | +4.7% |
| DLR | Sell | DIGITAL RLTY TR INC | $771,000 | -26.3% | 7,772 | -3.6% | 0.04% | -22.4% |
| BHP | Buy | BHP GROUP LTDsponsored ads | $775,000 | -5.0% | 15,478 | +6.6% | 0.04% | -2.2% |
| SLV | Sell | ISHARES SILVER TRishares | $780,000 | -52.4% | 44,584 | -49.3% | 0.04% | -50.5% |
| CTLT | Sell | CATALENT INC | $754,000 | -33.5% | 10,421 | -1.4% | 0.04% | -30.2% |
| NET | Buy | CLOUDFLARE INC | $757,000 | +33.3% | 13,682 | +5.4% | 0.04% | +37.5% |
| FE | Sell | FIRSTENERGY CORP | $762,000 | -17.8% | 20,595 | -14.7% | 0.04% | -15.4% |
| IJH | Sell | ISHARES TRcore s&p mcp etf | $758,000 | -5.0% | 3,457 | -2.0% | 0.04% | -2.2% |
| DTE | Buy | DTE ENERGY CO | $732,000 | -8.0% | 6,364 | +1.3% | 0.04% | -2.3% |
| CBSH | Sell | COMMERCE BANCSHARES INC | $742,000 | -22.9% | 11,209 | -23.5% | 0.04% | -20.4% |
| NDSN | Sell | NORDSON CORP | $737,000 | -38.5% | 3,472 | -41.4% | 0.04% | -35.8% |
| XLE | New | SELECT SECTOR SPDR TRenergy | $719,000 | – | 9,984 | +100.0% | 0.04% | – |
| BABA | Sell | ALIBABA GROUP HLDG LTDsponsored ads | $726,000 | -39.9% | 9,072 | -14.5% | 0.04% | -37.3% |
| NTR | Buy | NUTRIEN LTD | $724,000 | +5.2% | 8,687 | +0.6% | 0.04% | +10.5% |
| AWK | Sell | AMERICAN WTR WKS CO INC NEW | $726,000 | -15.5% | 5,576 | -3.4% | 0.04% | -12.5% |
| LPLA | Sell | LPL FINL HLDGS INC | $712,000 | +15.0% | 3,260 | -2.8% | 0.04% | +20.0% |
| SWN | Buy | SOUTHWESTERN ENERGY CO | $710,000 | +44.9% | 116,050 | +48.0% | 0.04% | +51.9% |
| GNL | Sell | GLOBAL NET LEASE INC | $699,000 | -27.8% | 65,606 | -4.0% | 0.04% | -24.1% |
| LEG | Buy | LEGGETT & PLATT INC | $687,000 | +46.2% | 20,666 | +52.1% | 0.04% | +53.8% |
| CMI | Buy | CUMMINS INC | $666,000 | +7.1% | 3,273 | +1.8% | 0.04% | +11.4% |
| HUM | Sell | HUMANA INC | $671,000 | +0.8% | 1,382 | -2.8% | 0.04% | +5.4% |
| TT | Buy | TRANE TECHNOLOGIES PLC | $665,000 | +11.8% | 4,590 | +0.2% | 0.04% | +18.2% |
| LRCX | Sell | LAM RESEARCH CORP | $670,000 | -21.4% | 1,830 | -8.5% | 0.04% | -18.8% |
| GWW | Buy | GRAINGER W W INC | $662,000 | +67.6% | 1,353 | +55.5% | 0.04% | +77.3% |
| SU | Buy | SUNCOR ENERGY INC NEW | $647,000 | +164.1% | 22,982 | +228.4% | 0.04% | +171.4% |
| AWR | Sell | AMER STATES WTR CO | $649,000 | -40.5% | 8,331 | -37.7% | 0.04% | -37.7% |
| SCHG | New | SCHWAB STRATEGIC TRus lcap gr etf | $645,000 | – | 11,551 | +100.0% | 0.04% | – |
| Sell | WARNER BROS DISCOVERY INC | $647,000 | -24.0% | 56,296 | -11.2% | 0.04% | -20.8% | |
| ZIM | Sell | ZIM INTEGRATED SHIPPING SERV | $649,000 | -50.3% | 27,622 | -0.1% | 0.04% | -47.9% |
| PSX | Buy | PHILLIPS 66 | $648,000 | +0.9% | 8,023 | +2.5% | 0.04% | +5.6% |
| GOLD | Buy | BARRICK GOLD CORP | $635,000 | +2.4% | 40,977 | +16.9% | 0.04% | +5.7% |
| ATO | Buy | ATMOS ENERGY CORP | $631,000 | +28.3% | 6,200 | +41.3% | 0.04% | +37.0% |
| CCL | Sell | CARNIVAL CORP | $628,000 | -27.6% | 89,313 | -10.9% | 0.04% | -22.9% |
| ARKK | New | ARK ETF TRinnovation etf | $629,000 | – | 16,664 | +100.0% | 0.04% | – |
| ETSY | Sell | ETSY INC | $612,000 | +22.9% | 6,110 | -10.2% | 0.04% | +28.6% |
| LANC | Sell | LANCASTER COLONY CORP | $613,000 | -23.7% | 4,079 | -34.6% | 0.04% | -20.0% |
| CWT | Sell | CALIFORNIA WTR SVC GROUP | $611,000 | -43.2% | 11,602 | -40.1% | 0.04% | -40.0% |
| TXRH | Buy | TEXAS ROADHOUSE INC | $602,000 | +22.4% | 6,893 | +2.6% | 0.04% | +29.6% |
| CTVA | Buy | CORTEVA INC | $603,000 | +11.7% | 10,546 | +5.7% | 0.04% | +16.7% |
| EXC | Sell | EXELON CORP | $592,000 | -19.8% | 15,794 | -3.0% | 0.04% | -14.6% |
| IWM | New | ISHARES TRrussell 2000 etf | $604,000 | – | 3,665 | +100.0% | 0.04% | – |
| BTI | Buy | BRITISH AMERN TOB PLCsponsored adr | $593,000 | -9.7% | 16,713 | +9.2% | 0.04% | -5.4% |
| AOS | Buy | SMITH A O CORP | $607,000 | +21.6% | 12,501 | +37.1% | 0.04% | +25.0% |
| ABM | Sell | ABM INDS INC | $589,000 | -38.6% | 15,418 | -30.2% | 0.03% | -37.0% |
| OLN | Buy | OLIN CORP | $580,000 | -6.5% | 13,531 | +1.0% | 0.03% | -2.9% |
| IDXX | Sell | IDEXX LABS INC | $578,000 | -16.0% | 1,775 | -9.5% | 0.03% | -10.5% |
| CCI | Sell | CROWN CASTLE INC | $579,000 | -27.2% | 4,005 | -15.2% | 0.03% | -22.7% |
| TEAM | Buy | ATLASSIAN CORP PLCcl a | $588,000 | +14.2% | 2,794 | +1.7% | 0.03% | +17.2% |
| ICE | Buy | INTERCONTINENTAL EXCHANGE IN | $577,000 | 0.0% | 6,383 | +4.0% | 0.03% | +6.2% |
| SJW | Sell | SJW GROUP | $568,000 | -40.3% | 9,859 | -35.4% | 0.03% | -37.7% |
| CCK | CROWN HLDGS INC | $560,000 | -12.1% | 6,910 | 0.0% | 0.03% | -8.3% | |
| PAYC | Buy | PAYCOM SOFTWARE INC | $565,000 | +18.9% | 1,712 | +1.1% | 0.03% | +22.2% |
| BFB | Buy | BROWN FORMAN CORPcl b | $565,000 | +25.6% | 8,490 | +32.4% | 0.03% | +32.0% |
| VTV | VANGUARD INDEX FDSvalue etf | $564,000 | -6.3% | 4,565 | 0.0% | 0.03% | -2.9% | |
| OKTA | Sell | OKTA INCcl a | $570,000 | -41.2% | 10,026 | -6.5% | 0.03% | -38.9% |
| IAU | Sell | ISHARES GOLD TRishares new | $554,000 | -56.2% | 17,561 | -52.3% | 0.03% | -54.9% |
| PNR | Buy | PENTAIR PLC | $556,000 | +30.2% | 13,685 | +46.8% | 0.03% | +33.3% |
| Buy | MFA FINL INC | $545,000 | -24.1% | 70,035 | +4.9% | 0.03% | -20.0% | |
| XSD | Sell | SPDR SER TRs&p semicndctr | $556,000 | -5.9% | 3,657 | -6.2% | 0.03% | -3.0% |
| SCHB | New | SCHWAB STRATEGIC TRus brd mkt etf | $543,000 | – | 12,935 | +100.0% | 0.03% | – |
| K | Buy | KELLOGG CO | $550,000 | -1.8% | 7,889 | +0.5% | 0.03% | +3.2% |
| Buy | DRAFTKINGS INC NEW | $545,000 | +44.6% | 35,995 | +11.4% | 0.03% | +52.4% | |
| CNQ | Buy | CANADIAN NAT RES LTD | $552,000 | +7.6% | 11,854 | +24.0% | 0.03% | +10.3% |
| CHK | Sell | CHESAPEAKE ENERGY CORP | $545,000 | -6.0% | 5,783 | -19.1% | 0.03% | 0.0% |
| APA | New | APA CORPORATION | $533,000 | – | 15,584 | +100.0% | 0.03% | – |
| TSCO | Sell | TRACTOR SUPPLY CO | $530,000 | -15.6% | 2,849 | -12.0% | 0.03% | -11.4% |
| RBLX | Sell | ROBLOX CORPcl a | $536,000 | -12.7% | 14,948 | -20.0% | 0.03% | -8.8% |
| DDOG | Sell | DATADOG INC | $531,000 | -10.8% | 5,986 | -4.1% | 0.03% | -6.1% |
| SRE | Buy | SEMPRA | $540,000 | +10.4% | 3,604 | +10.8% | 0.03% | +14.8% |
| FL | Buy | FOOT LOCKER INC | $516,000 | +27.1% | 16,562 | +3.1% | 0.03% | +30.4% |
| MGEE | MGE ENERGY INC | $510,000 | -15.7% | 7,773 | 0.0% | 0.03% | -11.8% | |
| DVY | Buy | ISHARES TRselect divid etf | $514,000 | +35.3% | 4,791 | +48.5% | 0.03% | +42.9% |
| FNDF | New | SCHWAB STRATEGIC TRschwb fdt int lg | $517,000 | – | 20,575 | +100.0% | 0.03% | – |
| ESS | Buy | ESSEX PPTY TR INC | $508,000 | +56.8% | 2,097 | +69.1% | 0.03% | +66.7% |
| GNRC | New | GENERAC HLDGS INC | $521,000 | – | 2,927 | +100.0% | 0.03% | – |
| AGG | Buy | ISHARES TRcore us aggbd et | $510,000 | -5.2% | 5,297 | +0.0% | 0.03% | 0.0% |
| KIM | Buy | KIMCO RLTY CORP | $520,000 | -6.8% | 28,241 | +0.0% | 0.03% | -3.2% |
| GILD | Buy | GILEAD SCIENCES INC | $506,000 | +11.7% | 8,201 | +11.8% | 0.03% | +20.0% |
| CLMT | Buy | CALUMET SPECIALTY PRODS PARTut ltd partner | $513,000 | +40.2% | 40,052 | +13.7% | 0.03% | +50.0% |
| PWR | Buy | QUANTA SVCS INC | $517,000 | +17.2% | 4,060 | +15.3% | 0.03% | +20.0% |
| MMP | Buy | MAGELLAN MIDSTREAM PRTNRS LP | $519,000 | +4.4% | 10,928 | +5.1% | 0.03% | +7.1% |
| SCL | Sell | STEPAN CO | $505,000 | -41.3% | 5,393 | -36.4% | 0.03% | -39.6% |
| CHE | Sell | CHEMED CORP NEW | $501,000 | -15.1% | 1,147 | -8.8% | 0.03% | -12.1% |
| Buy | CONSTELLATION ENERGY CORP | $496,000 | +50.3% | 5,967 | +3.6% | 0.03% | +61.1% | |
| DRI | Sell | DARDEN RESTAURANTS INC | $501,000 | +11.1% | 3,970 | -0.5% | 0.03% | +16.0% |
| ES | Buy | EVERSOURCE ENERGY | $502,000 | +1.8% | 6,445 | +10.5% | 0.03% | +3.6% |
| FAST | Sell | FASTENAL CO | $496,000 | -10.3% | 10,771 | -2.8% | 0.03% | -6.5% |
| MGM | Buy | MGM RESORTS INTERNATIONAL | $495,000 | +15.7% | 16,669 | +12.8% | 0.03% | +20.8% |
| PPL | Sell | PPL CORP | $500,000 | -51.3% | 19,706 | -47.9% | 0.03% | -49.1% |
| VTR | Sell | VENTAS INC | $475,000 | -23.3% | 11,814 | -1.8% | 0.03% | -20.0% |
| MDY | New | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $482,000 | – | 1,200 | +100.0% | 0.03% | – |
| SQ | Sell | BLOCK INCcl a | $487,000 | -15.9% | 8,855 | -6.0% | 0.03% | -12.5% |
| AMP | AMERIPRISE FINL INC | $475,000 | +6.0% | 1,885 | 0.0% | 0.03% | +12.0% | |
| VFC | Buy | V F CORP | $488,000 | +6.1% | 16,314 | +56.7% | 0.03% | +7.7% |
| MPC | Sell | MARATHON PETE CORP | $474,000 | -71.0% | 4,767 | -76.0% | 0.03% | -69.2% |
| SHV | Sell | ISHARES TRshort treas bd | $459,000 | -8.0% | 4,169 | -7.9% | 0.03% | -3.6% |
| AAL | Buy | AMERICAN AIRLS GROUP INC | $466,000 | +3.1% | 38,685 | +8.5% | 0.03% | +8.0% |
| AFG | Sell | AMERICAN FINL GROUP INC OHIO | $468,000 | -12.2% | 3,807 | -0.8% | 0.03% | -10.0% |
| Buy | DUTCH BROS INCcl a | $464,000 | +20.2% | 14,886 | +22.2% | 0.03% | +22.7% | |
| COF | Sell | CAPITAL ONE FINL CORP | $460,000 | -23.6% | 4,987 | -13.7% | 0.03% | -20.6% |
| FISV | Buy | FISERV INC | $457,000 | +5.3% | 4,882 | +0.0% | 0.03% | +12.5% |
| HUBS | Sell | HUBSPOT INC | $470,000 | -10.1% | 1,738 | -0.1% | 0.03% | -6.9% |
| HOMB | HOME BANCSHARES INC | $461,000 | +8.2% | 20,489 | 0.0% | 0.03% | +12.5% | |
| SCHM | New | SCHWAB STRATEGIC TRus mid-cap etf | $466,000 | – | 7,703 | +100.0% | 0.03% | – |
| LYB | Buy | LYONDELLBASELL INDUSTRIES N | $452,000 | -5.0% | 6,004 | +10.3% | 0.03% | -3.7% |
| KLAC | Buy | KLA CORP | $441,000 | +4.0% | 1,456 | +9.6% | 0.03% | +8.3% |
| WST | Buy | WEST PHARMACEUTICAL SVSC INC | $444,000 | +34.5% | 1,806 | +65.5% | 0.03% | +44.4% |
| BTU | New | PEABODY ENERGY CORP | $444,000 | – | 17,905 | +100.0% | 0.03% | – |
| CROX | Sell | CROCS INC | $452,000 | +25.2% | 6,590 | -11.1% | 0.03% | +30.0% |
| IR | Sell | INGERSOLL RAND INC | $441,000 | +0.9% | 10,185 | -1.9% | 0.03% | +8.3% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $442,000 | -4.7% | 1,655 | +0.1% | 0.03% | 0.0% |
| SHY | Sell | ISHARES TR1 3 yr treas bd | $453,000 | -2.6% | 5,578 | -0.7% | 0.03% | 0.0% |
| EFA | New | ISHARES TRmsci eafe etf | $450,000 | – | 8,034 | +100.0% | 0.03% | – |
| NOVT | Sell | NOVANTA INC | $436,000 | -10.3% | 3,773 | -5.8% | 0.02% | -7.4% |
| Buy | GXO LOGISTICS INCORPORATED | $428,000 | -14.7% | 12,214 | +5.2% | 0.02% | -10.7% | |
| SIVB | Sell | SVB FINANCIAL GROUP | $428,000 | -21.8% | 1,274 | -8.1% | 0.02% | -19.4% |
| Buy | LUCID GROUP INC | $436,000 | +129.5% | 31,216 | +181.4% | 0.02% | +127.3% | |
| BUD | Buy | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $427,000 | -1.8% | 9,464 | +17.4% | 0.02% | +4.2% |
| EA | Sell | ELECTRONIC ARTS INC | $430,000 | -21.5% | 3,719 | -17.5% | 0.02% | -19.4% |
| UP | Buy | WHEELS UP EXPERIENCE INC | $422,000 | -36.9% | 367,257 | +7.0% | 0.02% | -32.4% |
| ZM | Sell | ZOOM VIDEO COMMUNICATIONS INcl a | $436,000 | -34.2% | 5,925 | -3.6% | 0.02% | -32.4% |
| WMB | Buy | WILLIAMS COS INC | $421,000 | -6.2% | 14,708 | +2.1% | 0.02% | 0.0% |
| IJK | New | ISHARES TRs&p mc 400gr etf | $417,000 | – | 6,615 | +100.0% | 0.02% | – |
| CRANE HLDGS CO | $420,000 | 0.0% | 4,799 | 0.0% | 0.02% | +4.3% | ||
| PGR | Sell | PROGRESSIVE CORP | $416,000 | -0.7% | 3,577 | -0.7% | 0.02% | +4.3% |
| TTWO | Buy | TAKE-TWO INTERACTIVE SOFTWAR | $414,000 | -5.9% | 3,801 | +5.9% | 0.02% | -4.0% |
| PAUG | New | INNOVATOR ETFS TRus eqty pwr bf | $415,000 | – | 15,400 | +100.0% | 0.02% | – |
| Buy | WORLD GOLD TRspdr gld minis | $408,000 | -5.3% | 12,365 | +3.0% | 0.02% | 0.0% | |
| VUG | Sell | VANGUARD INDEX FDSgrowth etf | $392,000 | -6.4% | 1,831 | -2.7% | 0.02% | 0.0% |
| MAA | Buy | MID-AMER APT CMNTYS INC | $390,000 | -5.6% | 2,516 | +6.4% | 0.02% | 0.0% |
| DGX | Buy | QUEST DIAGNOSTICS INC | $387,000 | +1.8% | 3,154 | +10.4% | 0.02% | +9.5% |
| COIN | Buy | COINBASE GLOBAL INC | $387,000 | +44.9% | 6,001 | +5.6% | 0.02% | +53.3% |
| GLW | Sell | CORNING INC | $388,000 | -9.6% | 13,357 | -2.0% | 0.02% | -4.2% |
| APPN | Sell | APPIAN CORPcl a | $387,000 | -24.1% | 9,485 | -12.0% | 0.02% | -17.9% |
| DXCM | Sell | DEXCOM INC | $395,000 | -11.0% | 4,905 | -17.6% | 0.02% | -8.0% |
| FHLC | Buy | FIDELITY COVINGTON TRUSTmsci hlth care i | $398,000 | -3.4% | 6,900 | +1.6% | 0.02% | 0.0% |
| RY | Sell | ROYAL BK CDA | $401,000 | -10.9% | 4,459 | -4.0% | 0.02% | -8.0% |
| GPN | Buy | GLOBAL PMTS INC | $386,000 | -2.0% | 3,573 | +0.4% | 0.02% | +4.5% |
| SNOW | Buy | SNOWFLAKE INCcl a | $390,000 | +63.2% | 2,295 | +33.3% | 0.02% | +76.9% |
| R1 RCM INC | $386,000 | -11.5% | 20,806 | 0.0% | 0.02% | -4.2% | ||
| NWN | Buy | NORTHWEST NAT HLDG CO | $397,000 | -8.1% | 9,149 | +12.4% | 0.02% | -4.2% |
| LNC | Buy | LINCOLN NATL CORP IND | $401,000 | +24.1% | 9,129 | +32.4% | 0.02% | +27.8% |
| NEM | Buy | NEWMONT CORP | $369,000 | -23.0% | 8,770 | +9.2% | 0.02% | -18.5% |
| ESGR | ENSTAR GROUP LIMITED | $381,000 | -20.8% | 2,246 | 0.0% | 0.02% | -18.5% | |
| NVR | Buy | NVR INC | $375,000 | +13.0% | 94 | +13.3% | 0.02% | +15.8% |
| NVS | Buy | NOVARTIS AGsponsored adr | $370,000 | -4.4% | 4,863 | +6.1% | 0.02% | 0.0% |
| COKE | Buy | COCA COLA CONS INC | $381,000 | -21.0% | 925 | +8.3% | 0.02% | -18.5% |
| QUAL | Buy | ISHARES TRmsci usa qlt fct | $356,000 | -1.9% | 3,421 | +5.3% | 0.02% | +5.0% |
| NEP | NEXTERA ENERGY PARTNERS LP | $361,000 | -2.7% | 4,998 | 0.0% | 0.02% | 0.0% | |
| MELI | Buy | MERCADOLIBRE INC | $358,000 | +37.2% | 432 | +5.4% | 0.02% | +40.0% |
| PCAR | Buy | PACCAR INC | $362,000 | +1.7% | 4,329 | +0.0% | 0.02% | +5.0% |
| PINS | Sell | PINTEREST INCcl a | $352,000 | +15.4% | 15,116 | -10.0% | 0.02% | +23.5% |
| LH | Buy | LABORATORY CORP AMER HLDGS | $357,000 | -8.0% | 1,744 | +5.4% | 0.02% | -4.5% |
| ROKU | Buy | ROKU INC | $353,000 | -23.9% | 6,258 | +10.7% | 0.02% | -19.2% |
| INVH | Sell | INVITATION HOMES INC | $366,000 | -11.4% | 10,840 | -6.5% | 0.02% | -8.7% |
| FIS | Sell | FIDELITY NATL INFORMATION SV | $363,000 | -21.8% | 4,800 | -5.1% | 0.02% | -19.2% |
| ERIC | ERICSSONadr b sek 10 | $363,000 | -22.4% | 63,282 | 0.0% | 0.02% | -19.2% | |
| EQT | Sell | EQT CORP | $368,000 | +16.1% | 9,028 | -2.2% | 0.02% | +16.7% |
| TSN | Sell | TYSON FOODS INCcl a | $355,000 | -23.7% | 5,383 | -0.4% | 0.02% | -19.2% |
| CLR | Sell | CONTINENTAL RES INC | $363,000 | -87.3% | 5,438 | -87.5% | 0.02% | -86.8% |
| CFG | Buy | CITIZENS FINL GROUP INC | $360,000 | +21.6% | 10,470 | +26.2% | 0.02% | +23.5% |
| CI | Sell | CIGNA CORP NEW | $365,000 | -15.9% | 1,317 | -20.0% | 0.02% | -12.5% |
| ASML | Sell | ASML HOLDING N V | $360,000 | -48.9% | 867 | -41.5% | 0.02% | -46.2% |
| NXPI | Buy | NXP SEMICONDUCTORS N V | $357,000 | +0.6% | 2,422 | +0.9% | 0.02% | +5.0% |
| NVCR | Buy | NOVOCURE LTD | $344,000 | +15.1% | 4,522 | +5.2% | 0.02% | +17.6% |
| VRTX | Sell | VERTEX PHARMACEUTICALS INC | $346,000 | -19.2% | 1,195 | -21.4% | 0.02% | -16.7% |
| SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $350,000 | +16.3% | 8,260 | +22.6% | 0.02% | +17.6% |
| BRG | Sell | BLUEROCK RESIDENTIAL GWT REI | $335,000 | -2.6% | 12,509 | -4.5% | 0.02% | +5.3% |
| XEL | Buy | XCEL ENERGY INC | $340,000 | +14.5% | 5,315 | +26.5% | 0.02% | +17.6% |
| LAMR | Sell | LAMAR ADVERTISING CO NEWcl a | $321,000 | -9.8% | 3,891 | -3.9% | 0.02% | -5.0% |
| SLB | Buy | SCHLUMBERGER LTD | $326,000 | +4.8% | 9,074 | +4.4% | 0.02% | +11.8% |
| CDMO | AVID BIOSERVICES INC | $322,000 | +25.3% | 16,848 | 0.0% | 0.02% | +35.7% | |
| CCEP | Buy | COCA-COLA EUROPACIFIC PARTNE | $326,000 | -17.3% | 7,649 | +0.1% | 0.02% | -13.6% |
| SCHA | New | SCHWAB STRATEGIC TRus sml cap etf | $324,000 | – | 8,579 | +100.0% | 0.02% | – |
| CSGP | Sell | COSTAR GROUP INC | $318,000 | +5.6% | 4,560 | -8.6% | 0.02% | +11.8% |
| BAM | Sell | BROOKFIELD ASSET MGMT INCcl a ltd vt sh | $327,000 | -14.2% | 8,004 | -6.5% | 0.02% | -9.5% |
| FBNC | Sell | FIRST BANCORP N C | $330,000 | -16.0% | 9,017 | -19.9% | 0.02% | -13.6% |
| CARR | Sell | CARRIER GLOBAL CORPORATION | $331,000 | -4.9% | 9,296 | -4.6% | 0.02% | 0.0% |
| AB | Buy | ALLIANCEBERNSTEIN HLDG L Punit ltd partn | $305,000 | -10.6% | 8,695 | +6.0% | 0.02% | -5.3% |
| VIAC | Buy | PARAMOUNT GLOBAL | $308,000 | -5.5% | 16,166 | +22.5% | 0.02% | 0.0% |
| STOR | New | STORE CAP CORP | $315,000 | – | 10,065 | +100.0% | 0.02% | – |
| Sell | RIVIAN AUTOMOTIVE INC | $312,000 | +24.3% | 9,470 | -3.0% | 0.02% | +28.6% | |
| LULU | Buy | LULULEMON ATHLETICA INC | $316,000 | +10.9% | 1,129 | +7.9% | 0.02% | +12.5% |
| AZN | Sell | ASTRAZENECA PLCsponsored adr | $304,000 | -18.5% | 5,546 | -1.6% | 0.02% | -14.3% |
| AVB | Sell | AVALONBAY CMNTYS INC | $303,000 | -10.1% | 1,646 | -5.1% | 0.02% | -5.3% |
| RCL | Sell | ROYAL CARIBBEAN GROUP | $314,000 | +4.0% | 8,289 | -4.3% | 0.02% | +5.9% |
| DRE | Sell | DUKE REALTY CORP | $311,000 | -18.6% | 6,455 | -7.1% | 0.02% | -14.3% |
| LQD | Buy | ISHARES TRiboxx inv cp etf | $293,000 | +13.6% | 2,863 | +22.0% | 0.02% | +21.4% |
| PEG | Buy | PUBLIC SVC ENTERPRISE GRP IN | $290,000 | +10.3% | 5,153 | +24.1% | 0.02% | +13.3% |
| ARCO | Buy | ARCOS DORADOS HOLDINGS INC | $285,000 | +8.0% | 39,117 | +0.0% | 0.02% | +13.3% |
| SNA | Buy | SNAP ON INC | $284,000 | +23.5% | 1,412 | +20.7% | 0.02% | +30.8% |
| HIG | Buy | HARTFORD FINL SVCS GROUP INC | $298,000 | +15.1% | 4,817 | +21.8% | 0.02% | +21.4% |
| ZTS | Sell | ZOETIS INCcl a | $285,000 | -18.8% | 1,921 | -6.0% | 0.02% | -15.0% |
| ZBH | Sell | ZIMMER BIOMET HOLDINGS INC | $295,000 | -6.9% | 2,818 | -6.6% | 0.02% | -5.6% |
| XYL | XYLEM INC | $298,000 | +11.6% | 3,413 | 0.0% | 0.02% | +13.3% | |
| XPO | Buy | XPO LOGISTICS INC | $297,000 | -6.3% | 6,673 | +1.5% | 0.02% | -5.6% |
| PFG | Sell | PRINCIPAL FINANCIAL GROUP IN | $294,000 | -0.3% | 4,076 | -7.8% | 0.02% | +6.2% |
| MCK | Sell | MCKESSON CORP | $286,000 | +2.9% | 840 | -1.4% | 0.02% | +6.2% |
| WY | Sell | WEYERHAEUSER CO MTN BE | $287,000 | -21.4% | 10,044 | -8.8% | 0.02% | -15.0% |
| BAH | Sell | BOOZ ALLEN HAMILTON HLDG CORcl a | $289,000 | -4.3% | 3,133 | -6.3% | 0.02% | 0.0% |
| SUN | Sell | SUNOCO LP/SUNOCO FIN CORP | $292,000 | -25.3% | 7,496 | -28.6% | 0.02% | -22.7% |
| FLR | New | FLUOR CORP NEW | $300,000 | – | 12,060 | +100.0% | 0.02% | – |
| CHPT | Buy | CHARGEPOINT HOLDINGS INC | $295,000 | +34.1% | 19,985 | +24.4% | 0.02% | +41.7% |
| CGNX | Sell | COGNEX CORP | $293,000 | -8.7% | 7,074 | -6.4% | 0.02% | -5.6% |
| DHI | Buy | D R HORTON INC | $286,000 | +1.8% | 4,246 | +0.0% | 0.02% | +6.2% |
| UL | Buy | UNILEVER PLCspon adr new | $289,000 | -2.7% | 6,586 | +1.6% | 0.02% | 0.0% |
| TM | Buy | TOYOTA MOTOR CORPads | $289,000 | -15.2% | 2,219 | +0.5% | 0.02% | -10.5% |
| DPZ | Sell | DOMINOS PIZZA INC | $281,000 | -23.8% | 907 | -4.3% | 0.02% | -23.8% |
| SCHV | New | SCHWAB STRATEGIC TRus lcap va etf | $266,000 | – | 4,539 | +100.0% | 0.02% | – |
| EIX | Buy | EDISON INTL | $277,000 | -8.9% | 4,888 | +1.8% | 0.02% | -5.9% |
| WPM | Buy | WHEATON PRECIOUS METALS CORP | $277,000 | -6.7% | 8,551 | +3.6% | 0.02% | -5.9% |
| MPLX | Sell | MPLX LP | $266,000 | -6.7% | 8,870 | -9.4% | 0.02% | 0.0% |
| Sell | PHILLIPS EDISON & CO INC | $266,000 | -17.6% | 9,478 | -2.1% | 0.02% | -11.1% | |
| SDVY | Sell | FIRST TR EXCHANGE-TRADED FDsmid risng etf | $268,000 | -3.6% | 11,607 | -0.2% | 0.02% | 0.0% |
| AON | Buy | AON PLC | $266,000 | +0.8% | 992 | +1.4% | 0.02% | +6.7% |
| XLK | Sell | SELECT SECTOR SPDR TRtechnology | $270,000 | -20.4% | 2,269 | -15.0% | 0.02% | -15.8% |
| RPM | Buy | RPM INTL INC | $270,000 | +6.3% | 3,235 | +0.1% | 0.02% | +14.3% |
| PENN | New | PENN ENTERTAINMENT INC | $280,000 | – | 10,194 | +100.0% | 0.02% | – |
| DEO | Sell | DIAGEO PLCspon adr new | $267,000 | -49.9% | 1,572 | -48.6% | 0.02% | -46.7% |
| RSG | Sell | REPUBLIC SVCS INC | $267,000 | -82.2% | 1,961 | -82.9% | 0.02% | -81.0% |
| HBAN | Buy | HUNTINGTON BANCSHARES INC | $276,000 | +43.8% | 20,903 | +30.9% | 0.02% | +45.5% |
| KEY | Sell | KEYCORP | $276,000 | -75.8% | 17,205 | -74.0% | 0.02% | -75.0% |
| SNY | Sell | SANOFIsponsored adr | $271,000 | -31.9% | 7,115 | -10.7% | 0.02% | -27.3% |
| CIM | Buy | CHIMERA INVT CORP | $257,000 | -40.4% | 49,143 | +0.7% | 0.02% | -37.5% |
| MMC | Buy | MARSH & MCLENNAN COS INC | $250,000 | -3.5% | 1,676 | +0.5% | 0.02% | +7.1% |
| ENVIVA INC | $249,000 | +5.1% | 4,140 | 0.0% | 0.02% | +15.4% | ||
| JD | Sell | JD.COM INCspon adr cl a | $261,000 | -42.6% | 5,192 | -26.7% | 0.02% | -40.0% |
| IEMG | Buy | ISHARES INCcore msci emkt | $257,000 | -7.9% | 5,978 | +5.2% | 0.02% | -6.2% |
| TWLO | Buy | TWILIO INCcl a | $260,000 | -13.0% | 3,756 | +5.4% | 0.02% | -11.8% |
| MTB | Sell | M & T BK CORP | $249,000 | +7.3% | 1,410 | -3.4% | 0.02% | +15.4% |
| KRE | Sell | SPDR SER TRs&p regl bkg | $249,000 | -0.8% | 4,227 | -2.3% | 0.02% | +7.1% |
| TREX | Sell | TREX CO INC | $263,000 | -20.3% | 5,989 | -1.4% | 0.02% | -16.7% |
| VOD | Buy | VODAFONE GROUP PLC NEWsponsored adr | $256,000 | -26.4% | 22,613 | +1.1% | 0.02% | -21.1% |
| SRLN | SSGA ACTIVE ETF TRblackstone senr | $256,000 | -1.9% | 6,266 | 0.0% | 0.02% | 0.0% | |
| EQIX | Sell | EQUINIX INC | $252,000 | -14.3% | 443 | -1.1% | 0.02% | -6.2% |
| NLSN | Buy | NIELSEN HLDGS PLC | $261,000 | +19.2% | 9,419 | +0.0% | 0.02% | +25.0% |
| HOLX | Sell | HOLOGIC INC | $260,000 | -11.3% | 4,030 | -4.8% | 0.02% | -6.2% |
| NICE | Sell | NICE LTDsponsored adr | $263,000 | -17.6% | 1,398 | -15.8% | 0.02% | -16.7% |
| APPF | New | APPFOLIO INC | $260,000 | – | 2,479 | +100.0% | 0.02% | – |
| SWKS | Buy | SKYWORKS SOLUTIONS INC | $263,000 | +0.4% | 3,083 | +8.8% | 0.02% | 0.0% |
| OMF | New | ONEMAIN HLDGS INC | $258,000 | – | 8,746 | +100.0% | 0.02% | – |
| SE | Sell | SEA LTDsponsord ads | $259,000 | -29.6% | 4,615 | -16.1% | 0.02% | -28.6% |
| ALK | Sell | ALASKA AIR GROUP INC | $247,000 | -70.4% | 6,299 | -69.7% | 0.01% | -70.2% |
| KNX | Sell | KNIGHT-SWIFT TRANSN HLDGS INcl a | $242,000 | +5.2% | 4,944 | -0.4% | 0.01% | +7.7% |
| LBRDK | Sell | LIBERTY BROADBAND CORP | $237,000 | -36.5% | 3,206 | -0.5% | 0.01% | -33.3% |
| ILMN | New | ILLUMINA INC | $238,000 | – | 1,248 | +100.0% | 0.01% | – |
| GRBK | Sell | GREEN BRICK PARTNERS INC | $232,000 | -76.9% | 10,854 | -78.9% | 0.01% | -75.0% |
| MASI | Sell | MASIMO CORP | $245,000 | -1.2% | 1,736 | -8.3% | 0.01% | 0.0% |
| CCBG | New | CAPITAL CITY BK GROUP INC | $236,000 | – | 7,601 | +100.0% | 0.01% | – |
| CDNS | Buy | CADENCE DESIGN SYSTEM INC | $240,000 | +13.7% | 1,471 | +4.4% | 0.01% | +16.7% |
| BWA | Buy | BORGWARNER INC | $236,000 | +0.9% | 7,520 | +7.2% | 0.01% | +7.7% |
| BWXT | New | BWX TECHNOLOGIES INC | $245,000 | – | 4,866 | +100.0% | 0.01% | – |
| OMC | Sell | OMNICOM GROUP INC | $234,000 | -17.3% | 3,708 | -16.7% | 0.01% | -12.5% |
| NDAQ | Buy | NASDAQ INC | $238,000 | +3.0% | 4,198 | +176.9% | 0.01% | +7.7% |
| STX | Sell | SEAGATE TECHNOLOGY HLDNGS PL | $246,000 | -32.6% | 4,626 | -9.4% | 0.01% | -30.0% |
| HEFA | ISHARES TRhdg msci eafe | $244,000 | -6.2% | 8,172 | 0.0% | 0.01% | -6.7% | |
| KNSL | New | KINSALE CAP GROUP INC | $241,000 | – | 944 | +100.0% | 0.01% | – |
| WING | New | WINGSTOP INC | $226,000 | – | 1,801 | +100.0% | 0.01% | – |
| WHR | Sell | WHIRLPOOL CORP | $225,000 | -21.9% | 1,666 | -10.3% | 0.01% | -18.8% |
| MFC | Sell | MANULIFE FINL CORP | $218,000 | -17.1% | 13,908 | -8.2% | 0.01% | -13.3% |
| MDU | MDU RES GROUP INC | $215,000 | +1.4% | 7,853 | 0.0% | 0.01% | +8.3% | |
| New | DIGITALBRIDGE GROUP INCcl a new | $228,000 | – | 18,243 | +100.0% | 0.01% | – | |
| AMLP | New | ALPS ETF TRalerian mlp | $216,000 | – | 5,903 | +100.0% | 0.01% | – |
| CC | Sell | CHEMOURS CO | $225,000 | -72.9% | 9,126 | -64.8% | 0.01% | -71.7% |
| PLUG | New | PLUG POWER INC | $225,000 | – | 10,730 | +100.0% | 0.01% | – |
| SCHO | Buy | SCHWAB STRATEGIC TRsht tm us tres | $222,000 | -0.9% | 4,597 | +0.8% | 0.01% | 0.0% |
| NEOG | New | NEOGEN CORP | $222,000 | – | 15,867 | +100.0% | 0.01% | – |
| GOVT | Buy | ISHARES TRus treas bd etf | $231,000 | +13.8% | 10,132 | +19.3% | 0.01% | +18.2% |
| JCI | Buy | JOHNSON CTLS INTL PLC | $229,000 | +6.5% | 4,657 | +3.9% | 0.01% | +8.3% |
| MRNA | Sell | MODERNA INC | $218,000 | -23.5% | 1,846 | -7.5% | 0.01% | -18.8% |
| SRC | Sell | SPIRIT RLTY CAP INC NEW | $217,000 | -7.7% | 5,994 | -3.8% | 0.01% | 0.0% |
| MTUM | ISHARES TRmsci usa mmentm | $231,000 | -3.8% | 1,758 | 0.0% | 0.01% | 0.0% | |
| STAG | Sell | STAG INDL INC | $224,000 | -15.2% | 7,873 | -7.8% | 0.01% | -13.3% |
| BOMN | New | BOSTON OMAHA CORP | $213,000 | – | 9,253 | +100.0% | 0.01% | – |
| IQV | Sell | IQVIA HLDGS INC | $213,000 | -22.5% | 1,175 | -7.3% | 0.01% | -20.0% |
| NTES | Sell | NETEASE INCsponsored ads | $210,000 | -31.6% | 2,784 | -15.2% | 0.01% | -29.4% |
| FOXA | Sell | FOX CORP | $202,000 | -5.2% | 6,586 | -0.3% | 0.01% | 0.0% |
| FMC | Sell | FMC CORP | $208,000 | -6.7% | 1,966 | -5.9% | 0.01% | 0.0% |
| SON | New | SONOCO PRODS CO | $211,000 | – | 3,720 | +100.0% | 0.01% | – |
| MSCI | New | MSCI INC | $204,000 | – | 483 | +100.0% | 0.01% | – |
| NBIX | Sell | NEUROCRINE BIOSCIENCES INC | $212,000 | -9.0% | 1,996 | -16.6% | 0.01% | -7.7% |
| BXMT | Buy | BLACKSTONE MTG TR INC | $212,000 | -2.3% | 9,063 | +15.4% | 0.01% | 0.0% |
| TECK | New | TECK RESOURCES LTDcl b | $200,000 | – | 6,580 | +100.0% | 0.01% | – |
| SPMD | Buy | SPDR SER TRportfolio s&p400 | $214,000 | -3.2% | 5,557 | +0.0% | 0.01% | 0.0% |
| New | PERION NETWORK LTD | $212,000 | – | 11,000 | +100.0% | 0.01% | – | |
| AA | Sell | ALCOA CORP | $206,000 | -29.7% | 6,118 | -4.8% | 0.01% | -25.0% |
| PEN | New | PENUMBRA INC | $214,000 | – | 1,130 | +100.0% | 0.01% | – |
| PLTR | Sell | PALANTIR TECHNOLOGIES INCcl a | $202,000 | -19.8% | 24,801 | -10.8% | 0.01% | -14.3% |
| MAS | Buy | MASCO CORP | $206,000 | -6.8% | 4,407 | +0.8% | 0.01% | 0.0% |
| PAA | Buy | PLAINS ALL AMERN PIPELINE Lunit ltd partn | $207,000 | +19.7% | 19,643 | +11.3% | 0.01% | +20.0% |
| STXS | Buy | STEREOTAXIS INC | $181,000 | +9.7% | 100,385 | +11.8% | 0.01% | +22.2% |
| VALE | Sell | VALE S Asponsored ads | $165,000 | -20.3% | 12,402 | -12.5% | 0.01% | -16.7% |
| FXN | Sell | FIRST TR EXCHANGE TRADED FDenergy alphadx | $177,000 | -85.1% | 11,325 | -86.0% | 0.01% | -85.1% |
| New | HALEON PLCspon ads | $176,000 | – | 28,978 | +100.0% | 0.01% | – | |
| HBI | Sell | HANESBRANDS INC | $170,000 | -53.0% | 24,474 | -30.4% | 0.01% | -50.0% |
| New | ANNALY CAPITAL MANAGEMENT IN | $180,000 | – | 10,518 | +100.0% | 0.01% | – | |
| SVC | Sell | SERVICE PPTYS TR | $172,000 | -5.5% | 33,075 | -4.7% | 0.01% | 0.0% |
| SNAP | Buy | SNAP INCcl a | $139,000 | -22.8% | 14,161 | +3.4% | 0.01% | -20.0% |
| QS | Sell | QUANTUMSCAPE CORP | $118,000 | -3.3% | 14,075 | -1.1% | 0.01% | 0.0% |
| MPW | New | MEDICAL PPTYS TRUST INC | $125,000 | – | 10,501 | +100.0% | 0.01% | – |
| LYG | Buy | LLOYDS BANKING GROUP PLCsponsored adr | $119,000 | +56.6% | 66,712 | +80.0% | 0.01% | +75.0% |
| HROW | HARROW HEALTH INC | $124,000 | +65.3% | 10,278 | 0.0% | 0.01% | +75.0% | |
| HIMX | Sell | HIMAX TECHNOLOGIES INCsponsored adr | $107,000 | -45.1% | 22,083 | -15.1% | 0.01% | -45.5% |
| TLRY | Buy | TILRAY BRANDS INC | $85,000 | -8.6% | 31,085 | +3.8% | 0.01% | 0.0% |
| SFIX | Sell | STITCH FIX INC | $78,000 | -25.7% | 19,641 | -7.3% | 0.01% | -16.7% |
| VTRS | Sell | VIATRIS INC | $86,000 | -27.1% | 10,085 | -10.7% | 0.01% | -28.6% |
| RIDE | Sell | LORDSTOWN MOTORS CORP | $78,000 | +13.0% | 42,654 | -2.5% | 0.01% | +25.0% |
| New | CION INVT CORP | $94,000 | – | 11,102 | +100.0% | 0.01% | – | |
| QUAD | Buy | QUAD / GRAPHICS INC | $81,000 | +14.1% | 31,793 | +23.3% | 0.01% | +25.0% |
| ESPR | Sell | ESPERION THERAPEUTICS INC NE | $68,000 | +3.0% | 10,206 | -1.0% | 0.00% | 0.0% |
| POWW | Buy | AMMO INC | $64,000 | -13.5% | 21,838 | +13.9% | 0.00% | 0.0% |
| PTON | Sell | PELOTON INTERACTIVE INC | $69,000 | -37.3% | 10,020 | -16.6% | 0.00% | -33.3% |
| SIRI | New | SIRIUS XM HOLDINGS INC | $71,000 | – | 12,350 | +100.0% | 0.00% | – |
| MMLP | Buy | MARTIN MIDSTREAM PRTNRS L Punit l p int | $63,000 | -14.9% | 18,494 | +0.0% | 0.00% | 0.0% |
| NOK | Buy | NOKIA CORPsponsored adr | $53,000 | 0.0% | 12,446 | +9.1% | 0.00% | 0.0% |
| FCEL | Buy | FUELCELL ENERGY INC | $44,000 | +15.8% | 12,769 | +27.4% | 0.00% | +50.0% |
| FORA | New | FORIAN INC | $51,000 | – | 15,215 | +100.0% | 0.00% | – |
| NKLA | Buy | NIKOLA CORP | $49,000 | -26.9% | 14,029 | +0.1% | 0.00% | -25.0% |
| SENS | Buy | SENSEONICS HLDGS INC | $50,000 | +284.6% | 38,135 | +204.8% | 0.00% | +200.0% |
| FUBO | Sell | FUBOTV INC | $49,000 | +36.1% | 13,912 | -3.8% | 0.00% | +50.0% |
| TELL | TELLURIAN INC NEW | $35,000 | -20.5% | 14,790 | 0.0% | 0.00% | 0.0% | |
| GAN | Sell | GAN LTD | $38,000 | -28.3% | 17,025 | -5.5% | 0.00% | -33.3% |
| HEXO | HEXO CORP | $27,000 | -18.2% | 158,000 | 0.0% | 0.00% | 0.0% | |
| BITF | BITFARMS LTD | $40,000 | -4.8% | 37,860 | 0.0% | 0.00% | 0.0% | |
| PROG | Buy | BIORA THERAPEUTICS INC | $31,000 | -8.8% | 62,386 | +28.3% | 0.00% | 0.0% |
| New | ARES CAPITAL CORPnote 4.625% 3/0 | $10,000 | – | 10,000 | +100.0% | 0.00% | – | |
| AYRO | AYRO INC | $22,000 | -31.2% | 37,600 | 0.0% | 0.00% | -50.0% | |
| ADMA | ADMA BIOLOGICS INC | $25,000 | +25.0% | 10,193 | 0.0% | 0.00% | 0.0% | |
| AEVA | AEVA TECHNOLOGIES INC | $24,000 | -41.5% | 12,991 | 0.0% | 0.00% | -50.0% | |
| LFMD | LIFEMD INC | $24,000 | -4.0% | 12,345 | 0.0% | 0.00% | 0.0% | |
| SOLO | ELECTRAMECCANICA VEHS CORP | $12,000 | -14.3% | 10,000 | 0.0% | 0.00% | 0.0% | |
| MUX | Exit | MCEWEN MNG INC | $0 | – | -17,900 | -100.0% | 0.00% | – |
| SNDL | Exit | SUNDIAL GROWERS INC | $0 | – | -11,100 | -100.0% | 0.00% | – |
| Sell | HELLO GROUP INCcall | $3,000 | -84.2% | 123,900 | -0.8% | 0.00% | -100.0% | |
| SPPI | New | SPECTRUM PHARMACEUTICALS INC | $5,000 | – | 10,800 | +100.0% | 0.00% | – |
| RMO | Exit | ROMEO POWER INC | $0 | – | -15,435 | -100.0% | 0.00% | – |
| FTFT | FUTURE FINTECH GROUP INC | $8,000 | 0.0% | 17,815 | 0.0% | 0.00% | – | |
| INUV | INUVO INC | $4,000 | -20.0% | 10,033 | 0.0% | 0.00% | – | |
| NBEV | Exit | NEWAGE INC | $0 | – | -82,959 | -100.0% | -0.00% | – |
| ATHX | Exit | ATHERSYS INC NEW | $0 | – | -84,000 | -100.0% | -0.00% | – |
| IMAC | Exit | IMAC HLDGS INC | $0 | – | -20,209 | -100.0% | -0.00% | – |
| SVVC | Exit | FIRSTHAND TECHNOLOGY VALUE F | $0 | – | -24,100 | -100.0% | -0.00% | – |
| ATIP | Exit | ATI PHYSICAL THERAPY INC | $0 | – | -57,090 | -100.0% | -0.00% | – |
| ONEM | Exit | 1LIFE HEALTHCARE INC | $0 | – | -11,100 | -100.0% | -0.01% | – |
| FTHM | Exit | FATHOM HOLDINGS INC | $0 | – | -17,285 | -100.0% | -0.01% | – |
| EXPI | Exit | EXP WORLD HLDGS INC | $0 | – | -13,386 | -100.0% | -0.01% | – |
| DFS | Exit | DISCOVER FINL SVCS | $0 | – | -2,125 | -100.0% | -0.01% | – |
| GSIE | Exit | GOLDMAN SACHS ETF TRactivebeta int | $0 | – | -7,279 | -100.0% | -0.01% | – |
| FVRR | Exit | FIVERR INTL LTD | $0 | – | -6,258 | -100.0% | -0.01% | – |
| EXR | Exit | EXTRA SPACE STORAGE INC | $0 | – | -1,286 | -100.0% | -0.01% | – |
| SBNY | Exit | SIGNATURE BK NEW YORK N Y | $0 | – | -1,183 | -100.0% | -0.01% | – |
| PNW | Exit | PINNACLE WEST CAP CORP | $0 | – | -2,837 | -100.0% | -0.01% | – |
| IRT | Exit | INDEPENDENCE RLTY TR INC | $0 | – | -10,017 | -100.0% | -0.01% | – |
| BMO | Exit | BANK MONTREAL QUE | $0 | – | -2,182 | -100.0% | -0.01% | – |
| ERF | Exit | ENERPLUS CORP | $0 | – | -16,330 | -100.0% | -0.01% | – |
| BL | Exit | BLACKLINE INC | $0 | – | -3,296 | -100.0% | -0.01% | – |
| INCY | Exit | INCYTE CORP | $0 | – | -2,918 | -100.0% | -0.01% | – |
| LEN | Exit | LENNAR CORPcl a | $0 | – | -3,076 | -100.0% | -0.01% | – |
| MIDF | Exit | ISHARES TRmsci usa mid cp | $0 | – | -7,327 | -100.0% | -0.01% | – |
| OLLI | Exit | OLLIES BARGAIN OUTLET HLDGS | $0 | – | -4,062 | -100.0% | -0.01% | – |
| ETR | Exit | ENTERGY CORP NEW | $0 | – | -2,026 | -100.0% | -0.01% | – |
| IPG | Exit | INTERPUBLIC GROUP COS INC | $0 | – | -8,315 | -100.0% | -0.01% | – |
| KRNT | Exit | KORNIT DIGITAL LTD | $0 | – | -7,883 | -100.0% | -0.01% | – |
| KBH | Exit | KB HOME | $0 | – | -8,571 | -100.0% | -0.01% | – |
| MTCH | Exit | MATCH GROUP INC NEW | $0 | – | -3,502 | -100.0% | -0.01% | – |
| RIO | Exit | RIO TINTO PLCsponsored adr | $0 | – | -4,146 | -100.0% | -0.01% | – |
| DELL | Exit | DELL TECHNOLOGIES INCcl c | $0 | – | -5,774 | -100.0% | -0.02% | – |
| VWO | Exit | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $0 | – | -6,293 | -100.0% | -0.02% | – |
| NLY | Exit | ANNALY CAPITAL MANAGEMENT IN | $0 | – | -49,806 | -100.0% | -0.02% | – |
| ZEN | Exit | ZENDESK INC | $0 | – | -3,969 | -100.0% | -0.02% | – |
| DBRG | Exit | DIGITALBRIDGE GROUP INC | $0 | – | -76,986 | -100.0% | -0.02% | – |
| MSGE | Exit | MADISON SQUARE GRDN ENTERTNMcl a | $0 | – | -7,964 | -100.0% | -0.02% | – |
| BRKA | Exit | BERKSHIRE HATHAWAY INC DELcl a | $0 | – | -1 | -100.0% | -0.02% | – |
| BBDC | Exit | BARINGS BDC INC | $0 | – | -86,090 | -100.0% | -0.04% | – |
| CLF | Exit | CLEVELAND-CLIFFS INC NEW | $0 | – | -68,049 | -100.0% | -0.06% | – |
| MOH | Exit | MOLINA HEALTHCARE INC | $0 | – | -3,939 | -100.0% | -0.06% | – |
| DKS | Exit | DICKS SPORTING GOODS INC | $0 | – | -16,772 | -100.0% | -0.07% | – |
| GSK | Exit | GSK PLCsponsored adr | $0 | – | -34,790 | -100.0% | -0.08% | – |
| DBC | Exit | INVESCO DB COMMDY INDX TRCKunit | $0 | – | -58,724 | -100.0% | -0.09% | – |
| ON | Exit | ON SEMICONDUCTOR CORP | $0 | – | -33,379 | -100.0% | -0.09% | – |
| SAFM | Exit | SANDERSON FARMS INC | $0 | – | -9,294 | -100.0% | -0.11% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-11-04
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| MICROSOFT CORP | 28 | Q3 2023 | 5.7% |
| HOME DEPOT INC | 28 | Q3 2023 | 2.0% |
| JOHNSON & JOHNSON | 28 | Q3 2023 | 2.1% |
| PROCTER & GAMBLE CO | 28 | Q3 2023 | 2.6% |
| VISA INC | 28 | Q3 2023 | 2.6% |
| ALPHABET INC | 28 | Q3 2023 | 2.1% |
| JPMORGAN CHASE & CO | 28 | Q3 2023 | 1.8% |
| DUKE ENERGY CORP NEW | 28 | Q3 2023 | 2.1% |
| SOUTHERN CO | 28 | Q3 2023 | 1.9% |
| BERKSHIRE HATHAWAY INC DEL | 28 | Q3 2023 | 1.6% |
View Independent Advisor Alliance's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-08 |
| 13F-HR | 2023-10-24 |
| 13F-HR | 2023-07-28 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-02-13 |
| 13F-HR | 2022-11-04 |
| 13F-HR | 2022-08-04 |
| 13F-HR | 2022-05-06 |
| 13F-HR | 2022-02-11 |
| 13F-HR | 2021-11-01 |
View Independent Advisor Alliance'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.