$272 Million is the total value of Pinnacle Bancorp, Inc.'s 797 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 12.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BRKA | Berkshire Hathaway Inc Del Cl Acl a | $64,718,400 | +99236.0% | 139 | 0.0% | 23.76% | -5.2% | |
| VOO | Buy | Vanguard 500 Index Fund ETF | $7,197,608 | +568431.4% | 19,139 | +431.3% | 2.64% | +442.5% |
| MSFT | Buy | Microsoft Corp Com | $7,017,713 | +120437.8% | 24,342 | +0.3% | 2.58% | +15.0% |
| RSP | Sell | Invesco S&p 500 Eql Wght Etf Invsc S P Equal Weights&p500 eql wgt | $6,225,652 | +56522.6% | 43,048 | -44.7% | 2.28% | -46.0% |
| AAPL | Sell | Apple Computer Inc Com | $5,735,552 | +126428.8% | 34,782 | -0.3% | 2.10% | +20.7% |
| IJH | Buy | iShares Tr Midcap Index FDcore s&p mcp etf | $5,568,981 | +103954.2% | 22,262 | +0.6% | 2.04% | -0.7% |
| V | Sell | VISA Inc Class A Shares | $5,123,942 | +106626.6% | 22,727 | -1.6% | 1.88% | +1.8% |
| BRKB | Sell | Berkshire Hathaway Inc Del Cl B Newcl b new | $4,738,384 | +97397.6% | 15,346 | -2.5% | 1.74% | -7.0% |
| SPY | Sell | SPDR Tr Unit Ser 1tr unit | $4,298,018 | +106895.7% | 10,499 | -0.1% | 1.58% | +2.1% |
| JPM | Buy | JP Morgan Chase & Co Com | $4,174,014 | +97446.5% | 32,031 | +0.4% | 1.53% | -6.9% |
| EFA | Buy | iShares Tr MSCI Eafe Idxmsci eafe etf | $4,033,084 | +115065.2% | 56,391 | +5.7% | 1.48% | +9.9% |
| IVE | Sell | iShares S&P 500 Barra Values&p 500 val etf | $3,695,733 | +102020.3% | 24,353 | -2.4% | 1.36% | -2.5% |
| IVV | Buy | iShares Tr S&P 500 Indexcore s&p500 etf | $2,813,843 | +128739.0% | 6,845 | +20.4% | 1.03% | +23.0% |
| PG | Buy | Procter & Gamble Co | $2,810,836 | +98181.0% | 18,904 | +0.2% | 1.03% | -6.2% |
| COST | Buy | Costco Whsl Corp New Com | $2,758,591 | +108892.1% | 5,552 | +0.1% | 1.01% | +4.0% |
| MUB | Sell | iShares S&P Nat Muni Bond Fundnational mun etf | $2,752,588 | +100286.1% | 25,548 | -1.7% | 1.01% | -4.3% |
| BAC | Buy | Bank of America Corporation Com | $2,731,565 | +86809.5% | 95,509 | +0.6% | 1.00% | -17.0% |
| AMZN | Buy | Amazon Com Inc | $2,692,874 | +130179.3% | 26,071 | +5.9% | 0.99% | +24.3% |
| WFC | Buy | Wells Fargo & Co New Com | $2,657,191 | +91149.7% | 71,086 | +0.8% | 0.98% | -12.9% |
| BND | Buy | Vanguard Total Bond Mkttotal bnd mrkt | $2,642,302 | +120553.1% | 35,789 | +17.4% | 0.97% | +15.2% |
| VWO | Buy | Vanguard Emerging Mkts ETFftse emr mkt etf | $2,517,768 | +107496.9% | 62,321 | +3.8% | 0.92% | +2.7% |
| JNJ | Buy | Johnson & Johnson Com | $2,485,270 | +87874.2% | 16,034 | +0.3% | 0.91% | -16.1% |
| VIG | Sell | Vanguard Div Appreciationdiv app etf | $2,459,680 | +100624.0% | 15,971 | -0.7% | 0.90% | -3.8% |
| LLY | Buy | Eli Lilly & Co Com | $2,350,366 | +96503.6% | 6,844 | +2.9% | 0.86% | -7.8% |
| GOOGL | Buy | Alphabet Inc Class Acap stk cl a | $2,243,265 | +123427.8% | 21,626 | +5.0% | 0.82% | +17.7% |
| ABBV | Buy | Abbvie Inc Com | $2,218,430 | +100190.7% | 13,920 | +1.7% | 0.81% | -4.3% |
| IJJ | Buy | iShares 400/Barra Values&p mc 400vl etf | $1,854,733 | +101864.4% | 18,047 | +0.0% | 0.68% | -2.7% |
| CVX | Sell | Chevrontexaco Corp Com | $1,827,066 | +90573.3% | 11,198 | -0.3% | 0.67% | -13.4% |
| IJR | Buy | iShares Tr S&P Smallcap 600 Index Fundcore s&p scp etf | $1,762,536 | +103032.6% | 18,227 | +0.9% | 0.65% | -1.5% |
| GOOG | Sell | Alphabet Inc Class Ccap stk cl c | $1,680,224 | +116501.2% | 16,156 | -0.5% | 0.62% | +11.4% |
| VTI | Buy | Vanguard Ttl Stk Mkt ETFtotal stk mkt | $1,659,537 | +129754.2% | 8,131 | +21.6% | 0.61% | +23.8% |
| UNP | Buy | Union Pac Corp Com | $1,655,162 | +98892.9% | 8,224 | +1.9% | 0.61% | -5.4% |
| MGV | Sell | Vanguard Mega Cap 300 Valuemega cap val etf | $1,606,925 | +92305.1% | 15,907 | -5.9% | 0.59% | -11.8% |
| MCD | Sell | McDonalds Corp Com | $1,452,574 | +105235.3% | 5,195 | -0.7% | 0.53% | +0.6% |
| NOBL | Proshares S&p 500 Dividend Aristocrats Etf Div Aristocrats&p 500 dv arist | $1,448,070 | +101305.5% | 15,871 | 0.0% | 0.53% | -3.1% | |
| PEP | Buy | Pepsico Inc Com | $1,441,811 | +101079.7% | 7,909 | +0.3% | 0.53% | -3.5% |
| VUG | Sell | Vanguard Index Fds Growth ETFgrowth etf | $1,410,386 | +115695.2% | 5,654 | -1.1% | 0.52% | +10.4% |
| DVY | Buy | iShares Dow Jones Sel Indexselect divid etf | $1,406,746 | +97185.3% | 12,005 | +0.1% | 0.52% | -7.2% |
| MGK | Sell | Vanguard Mega Cap 300 Grwthmega grwth ind | $1,375,125 | +114303.1% | 6,724 | -3.8% | 0.50% | +9.3% |
| VNQ | Sell | Vanguard Sector Index Fdsreal estate etf | $1,297,481 | +91659.6% | 15,625 | -8.9% | 0.48% | -12.5% |
| FB | Facebook Inc Cl-Acl a | $1,238,153 | +176024.2% | 5,842 | 0.0% | 0.45% | +68.1% | |
| VGSH | Buy | Vanguard Short Term Treasury Etfshort term treas | $1,221,671 | +186414.7% | 20,869 | +84.1% | 0.45% | +77.8% |
| QQQ | Sell | Invesco Qqq Trust Series 1 Invsc Srs Etfunit ser 1 | $1,185,194 | +115754.7% | 3,693 | -3.9% | 0.44% | +10.4% |
| PFE | Buy | Pfizer Inc Com | $1,090,462 | +79787.3% | 26,727 | +0.3% | 0.40% | -23.8% |
| UNH | Buy | Unitedhealth Group Inc Com | $1,007,562 | +89860.9% | 2,132 | +0.9% | 0.37% | -14.2% |
| IWM | Buy | iShares Tr Russell 2000 X FDrussell 2000 etf | $985,303 | +113676.3% | 5,523 | +11.2% | 0.36% | +8.7% |
| CSCO | Buy | Cisco Sys Inc Com | $974,824 | +109925.3% | 18,648 | +0.3% | 0.36% | +5.0% |
| IEFA | Buy | iShares Core MSCI Eafe ETFcore msci eafe | $976,144 | +130400.5% | 14,602 | +20.4% | 0.36% | +24.3% |
| KO | Sell | Coca Cola Co Com | $944,593 | +96484.2% | 15,228 | -0.9% | 0.35% | -7.7% |
| DFAS | DFA Tax-Mng US Sml Cap ETFus small cap etf | $944,329 | +102880.3% | 17,919 | 0.0% | 0.35% | -1.7% | |
| HYS | Buy | Pimco Trust 0-5 Yr Exchange0-5 high yield | $943,598 | +114832.8% | 10,334 | +12.3% | 0.35% | +9.5% |
| DBEF | Deutsche X-Trackers MSCI Eafe Hedged Equity ETFxtrack msci eafe | $912,454 | +109175.9% | 25,922 | 0.0% | 0.34% | +4.4% | |
| XOM | Sell | Exxon Mobil Corp Com | $913,358 | +88232.5% | 8,329 | -11.1% | 0.34% | -15.8% |
| AGG | Sell | iShares US Aggregate Bd Fund ETFcore us aggbd et | $890,582 | +91241.7% | 8,938 | -11.1% | 0.33% | -12.8% |
| USB | Buy | US Bancorp Inc | $868,964 | +82737.4% | 24,104 | +0.2% | 0.32% | -21.0% |
| ACN | Accenture PLC Ireland Shs Class A | $842,854 | +106997.1% | 2,949 | 0.0% | 0.31% | +2.0% | |
| DFAT | Sell | DFA Tax Managed US Targeted Value Fund ETFus targeted vlu | $786,703 | +100630.2% | 17,679 | -0.5% | 0.29% | -3.7% |
| SCHD | Buy | Schwab Strategic Tr US Dividend Equs dividend eq | $762,986 | +100557.8% | 10,429 | +3.9% | 0.28% | -4.1% |
| LOW | Sell | Lowes Cos Inc Com | $745,888 | +97274.4% | 3,730 | -3.0% | 0.27% | -7.1% |
| HON | Buy | Honeywell Intl Inc Com | $740,590 | +89451.4% | 3,875 | +0.4% | 0.27% | -14.5% |
| SCHH | Buy | Schwab U.S. REIT ETFus reit etf | $732,849 | +110769.7% | 37,582 | +9.7% | 0.27% | +5.9% |
| HYG | Ishares Tr Iboxxiboxx hi yd etf | $704,730 | +102480.8% | 9,328 | 0.0% | 0.26% | -1.9% | |
| TIP | Buy | iShares Tr US Treas Inflatiotips bd etf | $705,380 | +105654.1% | 6,398 | +2.1% | 0.26% | +0.8% |
| VZ | Buy | Verizon Communications Com | $683,220 | +98917.4% | 17,568 | +0.3% | 0.25% | -5.3% |
| ADP | Sell | Automatic Data Processing Incom | $675,682 | +91954.8% | 3,035 | -1.2% | 0.25% | -12.1% |
| VTEB | Buy | Vanguard Tax-exempt Bond Index Fund Muni Bnd Tax Exempt Etftax exempt bd | $675,348 | +153388.2% | 13,331 | +50.0% | 0.25% | +46.7% |
| VO | Buy | Vanguard Index Fds Mid Cap ETFmid cap etf | $668,195 | +182967.1% | 3,168 | +76.8% | 0.24% | +75.0% |
| TXN | Texas Instruments Inc | $655,499 | +112528.7% | 3,524 | 0.0% | 0.24% | +7.6% | |
| INTC | Sell | Intel Corp Com | $620,240 | +121277.7% | 18,985 | -1.7% | 0.23% | +15.7% |
| NEE | Sell | Nextera Energy Inc (FPL) | $622,344 | +89834.1% | 8,074 | -2.4% | 0.23% | -14.3% |
| ABT | Sell | Abbott Labs Com | $612,623 | +91610.0% | 6,050 | -0.5% | 0.22% | -12.5% |
| IVW | Sell | iShares S&P 500/Barra Grwths&p 500 grwt etf | $609,830 | +108410.7% | 9,545 | -0.7% | 0.22% | +3.7% |
| BLK | Buy | Blackrock Inc Cl A | $609,568 | +94848.3% | 911 | +0.6% | 0.22% | -9.3% |
| TRV | Sell | Travelers Cos (St Paul Cos) | $603,363 | +90495.0% | 3,520 | -0.9% | 0.22% | -13.7% |
| MRK | Buy | Merck & Co Inc New Com | $575,144 | +96077.9% | 5,406 | +0.3% | 0.21% | -8.3% |
| HD | Home Depot Inc Com | $566,040 | +93305.9% | 1,918 | 0.0% | 0.21% | -10.7% | |
| JPST | JPMORGAN Ultra-short Income Etf Ultra Shortultra shrt inc | $560,565 | +100359.7% | 11,140 | 0.0% | 0.21% | -4.2% | |
| EMR | Buy | Emerson Elec Co Com | $558,567 | +93149.9% | 6,410 | +2.8% | 0.20% | -10.9% |
| VTC | Vanguard Total Corporate Bond Etftotal corp bnd | $550,587 | +103199.6% | 7,185 | 0.0% | 0.20% | -1.5% | |
| ITOT | Buy | Ishares Trust S & P 1500 Total US Stock Market Etfcore s&p ttl stk | $547,828 | +615437.1% | 6,050 | +474.5% | 0.20% | +491.2% |
| DIS | Buy | Disney Walt Co Com Disney | $540,902 | +115477.4% | 5,402 | +0.3% | 0.20% | +10.6% |
| ADBE | Sell | Adobe Systems Inc | $541,830 | +103898.1% | 1,406 | -9.2% | 0.20% | -0.5% |
| SPSB | Buy | SPDR Barclarys Short-Term Corporate Bond FDportfolio short | $542,644 | +144992.0% | 18,314 | +43.7% | 0.20% | +38.2% |
| SBUX | Buy | Starbucks Corp Com | $524,919 | +105517.5% | 5,041 | +0.6% | 0.19% | +1.0% |
| ZTS | Buy | Zoetis Inc Cl Acl a | $513,800 | +114077.8% | 3,087 | +0.5% | 0.19% | +9.2% |
| VTV | Sell | Vanguard Value ETFvalue etf | $512,388 | +79835.7% | 3,710 | -18.8% | 0.19% | -23.9% |
| EEM | Buy | iShares-Trks MSCI Mkt Xmsci emg mkt etf | $498,695 | +105109.9% | 12,638 | +1.0% | 0.18% | +0.5% |
| IWR | Buy | iShares Trust Russell Midcaprus mid cap etf | $489,300 | +114222.4% | 6,998 | +10.3% | 0.18% | +9.1% |
| PAYX | Paychex Inc Com | $491,018 | +99095.6% | 4,285 | 0.0% | 0.18% | -5.3% | |
| IWS | Sell | iShares Tr Russell McP Vlrus mdcp val etf | $482,042 | +97479.4% | 4,539 | -3.3% | 0.18% | -6.8% |
| VOT | Sell | Vanguard Mid-Cap Growth ETFmcap gr idxvip | $473,778 | +106367.0% | 2,431 | -1.7% | 0.17% | +1.8% |
| GD | Buy | General Dynamics Corp Com | $467,374 | +93188.2% | 2,048 | +1.4% | 0.17% | -10.9% |
| SLYV | Sell | SPDR DJ Wilshire Sm Caps&p 600 smcp val | $469,574 | +101539.4% | 6,164 | -1.0% | 0.17% | -3.4% |
| RTX | Raytheon Technologies Corp COMMON | $465,168 | +97012.3% | 4,750 | 0.0% | 0.17% | -7.1% | |
| TGT | Buy | Target Corp | $465,420 | +124012.0% | 2,810 | +11.6% | 0.17% | +18.8% |
| QCOM | Buy | Qualcomm Inc Com | $458,012 | +128194.7% | 3,590 | +10.4% | 0.17% | +22.6% |
| ED | Sell | Consolidated Edison Inc Com | $451,275 | +98003.3% | 4,717 | -2.3% | 0.17% | -6.2% |
| IBDQ | Buy | Ishares Ibonds Dec 2025 Term Corporate Etf Ishr Ibnd Trmibonds dec25 etf | $449,365 | +185588.0% | 18,319 | +84.2% | 0.16% | +77.4% |
| VEA | Sell | Vanguard FTSE Delevolped Marketsvan ftse dev mkt | $448,719 | +102581.7% | 9,934 | -4.7% | 0.16% | -1.8% |
| GNMA | iShares Barclays Gnma Bondgnma bond etf | $432,996 | +102021.7% | 9,739 | 0.0% | 0.16% | -2.5% | |
| CDNS | Buy | Cadence Design System Inc | $430,474 | +132353.5% | 2,049 | +1.2% | 0.16% | +26.4% |
| T | Sell | AT&T Inc Com | $420,555 | +103485.0% | 21,847 | -0.9% | 0.15% | -1.3% |
| RPV | Buy | Invesco S&p 500 Pure Value Etf Invsc S Ps&p500 pur val | $413,503 | +97194.8% | 5,448 | +0.0% | 0.15% | -6.7% |
| SCHP | Buy | Schwab US Tips Etfus tips etf | $413,548 | +103806.5% | 7,714 | +0.5% | 0.15% | -0.7% |
| NOC | Sell | Northrop Grumman Corp Com | $412,778 | +84312.7% | 894 | -0.3% | 0.15% | -19.1% |
| VB | Buy | Vanguard Small Capsmall cp etf | $408,502 | +108833.9% | 2,155 | +5.4% | 0.15% | +4.2% |
| IBDP | Buy | Ishares Ibonds Dec 2024 Term Corporate Etf Trmibonds dec24 etf | $408,022 | +179645.4% | 16,593 | +78.7% | 0.15% | +72.4% |
| NKE | Nike Inc Cl Bcl b | $408,391 | +104615.6% | 3,330 | 0.0% | 0.15% | 0.0% | |
| VGIT | Buy | Vanguard Intermediate Term Treas Indexinter term treas | $398,614 | +130166.0% | 6,648 | +27.1% | 0.15% | +23.7% |
| MPC | Marathon Pete Corp Com | $398,962 | +115877.3% | 2,959 | 0.0% | 0.15% | +10.6% | |
| XLE | Sell | Ishare Sector SPDR Energyenergy | $394,436 | +93368.2% | 4,762 | -1.2% | 0.14% | -10.5% |
| VOE | Buy | Vanguard Mid-cap Value Index Fund Mid Cap Etfmcap vl idxvip | $392,021 | +100161.1% | 2,924 | +1.1% | 0.14% | -4.0% |
| MS | Buy | Morgan Stanley | $386,144 | +103702.2% | 4,398 | +0.4% | 0.14% | -0.7% |
| VMI | Buy | Valmont Inds Inc Com | $385,052 | +102035.8% | 1,206 | +5.9% | 0.14% | -2.8% |
| EFAV | Buy | Ishares Tr Msci Eafe Minimum Volatilityetfmsci eafe min vl | $383,237 | +142898.9% | 5,665 | +34.4% | 0.14% | +36.9% |
| TMO | Buy | Thermo Electron Corp Com | $380,404 | +111455.4% | 660 | +6.6% | 0.14% | +6.9% |
| WMT | Sell | Wal Mart Stores Inc Com | $372,459 | +101111.7% | 2,526 | -2.5% | 0.14% | -3.5% |
| MMM | 3M Co | $372,510 | +87549.4% | 3,544 | 0.0% | 0.14% | -16.0% | |
| CRM | Sell | Salesforce Com Inc | $371,591 | +146773.9% | 1,860 | -2.6% | 0.14% | +40.2% |
| EFV | Buy | iShares Tr MSCI Eafe Value Index FDeafe value etf | $368,537 | +106106.6% | 7,594 | +0.5% | 0.14% | +1.5% |
| GLD | SPDR Gold Trust Gold Shs | $364,241 | +107983.4% | 1,988 | 0.0% | 0.13% | +3.1% | |
| AFL | AFLAC Inc Com | $365,312 | +89657.2% | 5,662 | 0.0% | 0.13% | -14.6% | |
| VTIP | Sell | Vanguard Sh-Term Infstrm infproidx | $352,242 | +94843.9% | 7,366 | -7.3% | 0.13% | -9.8% |
| PM | Philip Morris Intl Inc Com | $345,627 | +95907.5% | 3,554 | 0.0% | 0.13% | -8.0% | |
| SDOG | Alps Sector Div. Dogssectr div dogs | $343,040 | +99331.9% | 6,700 | 0.0% | 0.13% | -5.3% | |
| VCSH | Buy | Vanguard Scottsdale Funds Short-Term Corp Bdshrt trm corp bd | $340,214 | +118441.5% | 4,463 | +16.8% | 0.12% | +13.6% |
| NVS | Buy | Novartis A G Sponsored ADRsponsored adr | $338,376 | +101820.5% | 3,678 | +0.4% | 0.12% | -3.1% |
| IBDR | Buy | iShares iBonds Dec 2026 Term Corporateibonds dec2026 | $337,441 | +196086.6% | 14,220 | +92.8% | 0.12% | +87.9% |
| CMI | Buy | Cummins Inc Com | $334,432 | +100029.3% | 1,400 | +1.4% | 0.12% | -3.9% |
| XMLV | Invesco S&p Midcap Low Volatility Etf Invsc S Ps&p midcp low | $331,692 | +97744.2% | 6,330 | 0.0% | 0.12% | -6.2% | |
| IUSB | Sell | Ishares Core Total Usd Bond Market Etfcore total usd | $329,096 | +100541.0% | 7,131 | -2.1% | 0.12% | -4.0% |
| IBM | International Business MacHscom | $321,039 | +92954.8% | 2,449 | 0.0% | 0.12% | -11.3% | |
| EEMV | Buy | Ishares Msci Emerging Markets Min Vol Factor Etf Ishs Emerg Mrkt Fctmsci emerg mrkt | $316,506 | +135739.5% | 5,800 | +31.8% | 0.12% | +28.9% |
| STIP | Buy | IShares TR 0-5 YR Tips ETF0-5 yr tips etf | $316,841 | +116385.7% | 3,193 | +13.9% | 0.12% | +10.5% |
| LW | Buy | Lamb Weston Hldgs Inc Common | $315,128 | +128523.7% | 3,015 | +9.8% | 0.12% | +23.4% |
| IWN | iShares Tr Rusl 2000 Valurus 2000 val etf | $308,295 | +98712.5% | 2,250 | 0.0% | 0.11% | -5.8% | |
| FYT | First Trust Small Cap Value Alphadex Fund Tr Valu Etfsml cap val alph | $306,123 | +101265.2% | 6,700 | 0.0% | 0.11% | -3.4% | |
| SCHB | Schwab US Broad Market Etfus brd mkt etf | $299,541 | +106498.2% | 6,260 | 0.0% | 0.11% | +1.9% | |
| SO | Southern Co Com | $296,272 | +97357.9% | 4,258 | 0.0% | 0.11% | -6.8% | |
| VT | Buy | Vanguard Total World Stktt wrld st etf | $297,451 | +106896.8% | 3,230 | +0.2% | 0.11% | +1.9% |
| IWF | Buy | iShares Tr Russell1000grwrus 1000 grw etf | $295,151 | +118434.5% | 1,208 | +4.0% | 0.11% | +12.5% |
| XLK | Select Sector SPDR Tr Sbi Int-Techtechnology | $294,470 | +121081.1% | 1,950 | 0.0% | 0.11% | +16.1% | |
| MAS | Buy | Masco Corp Common | $290,663 | +107155.7% | 5,846 | +0.7% | 0.11% | +2.9% |
| ITW | Sell | Illinois Tool Wks Inc Com | $291,410 | +109042.3% | 1,197 | -1.2% | 0.11% | +3.9% |
| MA | Mastercard Inc Cl Acl a | $289,274 | +104331.0% | 796 | 0.0% | 0.11% | -0.9% | |
| VBR | Sell | Vanguard Sm Capsm cp val etf | $289,102 | +95947.2% | 1,821 | -4.0% | 0.11% | -8.6% |
| MO | Altria Group Inc Com | $286,193 | +97576.8% | 6,414 | 0.0% | 0.10% | -7.1% | |
| VBK | Sell | Vanguard Sm Cap Grwth ETFsml cp grw etf | $280,251 | +105257.5% | 1,295 | -2.3% | 0.10% | +1.0% |
| CCEP | Coca-Cola European Partners PLC, London Shs | $278,607 | +107056.5% | 4,707 | 0.0% | 0.10% | +2.0% | |
| SLV | I Shares Silver Trustishares | $272,231 | +100354.2% | 12,307 | 0.0% | 0.10% | -3.8% | |
| IWD | Buy | iShares Tr Russell1000valrus 1000 val etf | $271,023 | +107877.3% | 1,780 | +7.4% | 0.10% | +2.1% |
| KMB | Kimberly Clark Corp Com | $268,440 | +98591.2% | 2,000 | 0.0% | 0.10% | -5.7% | |
| CAG | Buy | Conagra Foods Inc Com | $270,995 | +104128.8% | 7,215 | +7.4% | 0.10% | -1.0% |
| BSV | Buy | Vanguard Short Term Bondshort trm bond | $270,433 | +160872.0% | 3,536 | +58.6% | 0.10% | +52.3% |
| EOG | Buy | EOG RES Inc Com | $268,005 | +89235.0% | 2,338 | +0.8% | 0.10% | -14.8% |
| ICE | Buy | Intercontinental Exchange Incom | $264,584 | +102056.0% | 2,537 | +0.5% | 0.10% | -3.0% |
| WM | Waste Mgmt Inc Del Com | $262,214 | +103953.2% | 1,607 | 0.0% | 0.10% | -1.0% | |
| CMCSA | Buy | Comcastcl a | $260,328 | +121548.6% | 6,867 | +12.3% | 0.10% | +17.1% |
| GSLC | Buy | Goldman Sachs Activebeta US Large Cap Equity Etf Actvbeta Lrgactivebeta us lg | $261,366 | +593913.6% | 3,218 | +460.6% | 0.10% | +464.7% |
| GM | Buy | General Mtrs Co Com | $262,555 | +111625.5% | 7,158 | +2.5% | 0.10% | +6.7% |
| LMBS | Buy | First Tr Exchange Traded Fund Iv Low Duration Opportunitiesetffst low oppt eft | $261,466 | +129982.6% | 5,462 | +28.9% | 0.10% | +24.7% |
| New | Jacobs Solutions INC CORP COMMON | $258,404 | – | 2,199 | +100.0% | 0.10% | – | |
| VXUS | Vanguard Total International Stock Index Fund Stk Etfvg tl intl stk f | $254,794 | +106508.4% | 4,615 | 0.0% | 0.09% | +2.2% | |
| LH | Laboratory Corp of Amer Hldg | $256,950 | +97229.5% | 1,120 | 0.0% | 0.09% | -7.8% | |
| ENB | Enbridge Inc Com | $253,125 | +97631.7% | 6,635 | 0.0% | 0.09% | -7.0% | |
| MDT | Buy | Medtronic, Inc. | $250,055 | +143609.8% | 3,102 | +38.9% | 0.09% | +37.3% |
| IBDO | Sell | Ishares Ibonds Dec 2023 Term Corporate Etfibonds dec23 etf | $251,900 | +86463.6% | 10,000 | -14.0% | 0.09% | -17.9% |
| BDX | Sell | Becton Dickinson & Co Com | $248,530 | +96982.0% | 1,004 | -0.3% | 0.09% | -7.1% |
| O | Buy | Realty Income Corp | $248,024 | +106348.1% | 3,917 | +6.8% | 0.09% | +1.1% |
| CVS | Buy | CVS Corp Com | $245,074 | +80782.5% | 3,298 | +1.5% | 0.09% | -23.1% |
| UPS | United Parcel Service Inccl b | $241,324 | +111624.1% | 1,244 | 0.0% | 0.09% | +7.2% | |
| C | Buy | Citigroup Inc Com New | $238,248 | +104394.7% | 5,081 | +1.0% | 0.09% | -1.1% |
| SUB | Sell | Ishares Tr Short-term Natl Mun Bd Etffdshrt nat mun etf | $236,996 | +51197.8% | 2,264 | -48.9% | 0.09% | -51.1% |
| IEMG | Sell | iShares Core MSCI Emerging Markets ETFcore msci emkt | $237,168 | +96309.8% | 4,861 | -7.8% | 0.09% | -8.4% |
| BMY | Bristol Myers Squibb Co Com | $233,159 | +96246.7% | 3,364 | 0.0% | 0.09% | -7.5% | |
| NOW | Buy | Servicenow Inc Common | $229,572 | +173818.2% | 494 | +45.3% | 0.08% | +64.7% |
| ORCL | Sell | Oracle Corp Com | $229,141 | +109536.8% | 2,466 | -3.7% | 0.08% | +5.0% |
| MDY | Buy | Std&Poor Midcaputser1 s&pdcrp | $226,913 | +107953.8% | 495 | +4.2% | 0.08% | +2.5% |
| FISV | Sell | Fiserv INC CORP COMMON | $225,269 | +87213.6% | 1,993 | -21.8% | 0.08% | -16.2% |
| VEU | Sell | Vanguard International Equity Ftseallwrld ex us | $220,403 | +83703.4% | 4,122 | -21.3% | 0.08% | -19.8% |
| Blackstone Secd Lending F | $221,752 | +111333.2% | 8,895 | 0.0% | 0.08% | +5.2% | ||
| PYPL | Paypal Hldgs Inc | $217,037 | +106290.7% | 2,858 | 0.0% | 0.08% | +2.6% | |
| PSX | Phillips 66 Com | $217,359 | +97370.4% | 2,144 | 0.0% | 0.08% | -7.0% | |
| DE | Sell | Deere & Co Com | $218,001 | +94683.0% | 528 | -1.5% | 0.08% | -9.1% |
| AMAT | Buy | Applied Matls Inc Com | $216,058 | +129276.0% | 1,759 | +2.6% | 0.08% | +23.4% |
| ALL | Allstate Corp Com | $215,525 | +81538.3% | 1,945 | 0.0% | 0.08% | -22.5% | |
| XLB | Sell | Materials Sel Sect SPDRsbi materials | $208,345 | +92911.2% | 2,583 | -10.4% | 0.08% | -11.6% |
| GWW | Sell | Grainger W W Inc Com | $207,332 | +114448.1% | 301 | -7.7% | 0.08% | +8.6% |
| Sell | DFA Tax Managed International Value ETFinternatnal val | $204,862 | +105499.0% | 6,356 | -0.5% | 0.08% | 0.0% | |
| EPD | Enterprise Prods Partners L Com | $205,646 | +107007.3% | 7,940 | 0.0% | 0.08% | +1.4% | |
| ALB | Buy | Albemarle Corp | $201,810 | +120025.0% | 913 | +18.1% | 0.07% | +13.8% |
| VMBS | Buy | Vanguard Mtg-Backedmtg-bkd secs etf | $200,817 | +427170.2% | 4,314 | +320.1% | 0.07% | +311.1% |
| IGSB | Buy | iShares Barclays 1-3 Yr Cr | $197,813 | +105682.4% | 3,914 | +4.5% | 0.07% | +1.4% |
| VCIT | Buy | Vanguard Intrmdiate-Term Bdint-term corp | $198,224 | +198124.0% | 2,471 | +92.1% | 0.07% | +92.1% |
| VYM | Vanguard High Div Yieldhigh div yld | $200,028 | +97474.6% | 1,896 | 0.0% | 0.07% | -7.6% | |
| SYY | Sysco Corp Com | $197,709 | +100771.9% | 2,560 | 0.0% | 0.07% | -2.7% | |
| DUK | Duke Energy Corp New Com New | $192,168 | +93640.5% | 1,992 | 0.0% | 0.07% | -10.1% | |
| GIS | Sell | General Mls Inc Com | $187,585 | +100212.8% | 2,195 | -1.5% | 0.07% | -4.2% |
| BLL | Ball Corp Com | $187,374 | +107586.2% | 3,400 | 0.0% | 0.07% | +3.0% | |
| FEMS | First Trust Emerging Markets Small Cap Aphadex ETFem sml cp alph | $181,585 | +95471.1% | 4,880 | 0.0% | 0.07% | -8.2% | |
| AEP | American Elec Pwr Inc Com | $175,793 | +95961.7% | 1,932 | 0.0% | 0.06% | -7.1% | |
| AMT | American Tower Corp Class A | $173,076 | +96590.5% | 847 | 0.0% | 0.06% | -7.2% | |
| HAS | Buy | Hasbro Inc | $172,667 | +88447.2% | 3,216 | +0.8% | 0.06% | -16.0% |
| ISRG | Intuitive Surgical Inc | $170,398 | +96170.1% | 667 | 0.0% | 0.06% | -7.4% | |
| SPGI | Buy | S&p Global INC CORP COMMON | $167,213 | +115219.3% | 485 | +11.8% | 0.06% | +8.9% |
| CAT | Sell | Caterpillar Inc Del Com | $164,307 | +91181.7% | 718 | -4.4% | 0.06% | -13.0% |
| ECL | Buy | Ecolab Inc | $163,047 | +130337.6% | 985 | +14.5% | 0.06% | +25.0% |
| APH | Amphenol Corp New Cl Acl a | $163,440 | +107426.3% | 2,000 | 0.0% | 0.06% | +3.4% | |
| BAX | Baxter Intl Inc Com | $158,062 | +79328.1% | 3,897 | 0.0% | 0.06% | -24.7% | |
| NUV | Buy | Nuveen Mun Value FD Inc Com | $158,580 | +932723.5% | 18,000 | +800.0% | 0.06% | +728.6% |
| VKQ | Invesco Municipal Trust Cf | $153,760 | +100396.7% | 15,500 | 0.0% | 0.06% | -5.1% | |
| COP | Conocophillips Com | $153,180 | +84064.8% | 1,544 | 0.0% | 0.06% | -20.0% | |
| VOOV | Buy | Vanguard S & P 500 Value500 val idx fd | $153,448 | +115274.4% | 1,046 | +10.2% | 0.06% | +9.8% |
| SDY | Buy | SPDR Ser Tr S&P Divid ETFs&p divid etf | $148,699 | +206426.4% | 1,202 | +108.3% | 0.06% | +96.4% |
| FVD | Sell | First Tr Value Line Divid | $150,718 | +89613.1% | 3,753 | -10.6% | 0.06% | -15.4% |
| PLD | Prologis INC Reit | $138,619 | +110795.2% | 1,111 | 0.0% | 0.05% | +6.2% | |
| STT | State Str Corp Com | $138,815 | +97657.0% | 1,834 | 0.0% | 0.05% | -7.3% | |
| BIV | Vanguard Intermediateintermed term | $136,563 | +103356.8% | 1,780 | 0.0% | 0.05% | -2.0% | |
| BHP | Buy | BHP Billiton LTD Sponsored ADRsponsored ads | $134,619 | +464103.4% | 2,123 | +360.5% | 0.05% | +345.5% |
| GPC | Genuine Parts Co Com | $134,350 | +96554.7% | 803 | 0.0% | 0.05% | -7.5% | |
| PEAK | Buy | Healthpeak Properties | $133,116 | +89239.6% | 6,059 | +2.1% | 0.05% | -14.0% |
| MGC | Vanguard Mega Cap 300 ETFmega cap index | $132,118 | +108193.4% | 923 | 0.0% | 0.05% | +2.1% | |
| SCHG | Schwab US Large-cap Growth Etf Large Capus lcap gr etf | $130,927 | +116799.1% | 2,009 | 0.0% | 0.05% | +11.6% | |
| TD | Toronto Dominion Bank | $131,181 | +92281.0% | 2,190 | 0.0% | 0.05% | -12.7% | |
| TSM | Taiwan Semiconductor Mfg Ltdsponsored ADRsponsored ads | $127,344 | +124747.1% | 1,369 | 0.0% | 0.05% | +20.5% | |
| INTU | Intuit Com | $127,062 | +114370.3% | 285 | 0.0% | 0.05% | +9.3% | |
| SPLG | Buy | Spdr Series Trust Portfolio Large Cap Etfportfolio s&p500 | $128,561 | +115720.7% | 2,670 | +8.6% | 0.05% | +9.3% |
| Buy | Shell Plc ADRspon ads | $127,854 | +102183.2% | 2,222 | +1.2% | 0.05% | -2.1% | |
| ESGU | New | Ishares Esg Aware Msci Usa Etfesg awr msci usa | $126,811 | – | 1,402 | +100.0% | 0.05% | – |
| OXY | Occidental Pete Corp Del Com | $124,860 | +98995.2% | 2,000 | 0.0% | 0.05% | -4.2% | |
| MMP | Magellan Midstream Prtnrs Lpcom Unit RP LP | $124,255 | +107947.8% | 2,290 | 0.0% | 0.05% | +4.5% | |
| TSLA | Buy | Tesla Inc | $126,136 | +382130.3% | 608 | +130.3% | 0.05% | +253.8% |
| IJK | iShares Midcap 400/Barras&p mc 400gr etf | $125,858 | +104781.7% | 1,760 | 0.0% | 0.05% | 0.0% | |
| PANW | Palo Alto Networks Inc. | $119,844 | +142571.4% | 600 | 0.0% | 0.04% | +37.5% | |
| LNT | Buy | Alliant Energy Corp Com | $118,121 | +200105.1% | 2,212 | +106.3% | 0.04% | +87.0% |
| VV | Buy | Vanguard Large-cap Index Fund Large Cap Etflarge cap etf | $118,438 | +107570.9% | 634 | +0.8% | 0.04% | +2.4% |
| APD | Buy | Air Prods & Chems Inc Com | $113,161 | +136238.6% | 394 | +46.5% | 0.04% | +31.2% |
| CL | Colgate Palmolive Co Com | $113,176 | +95005.9% | 1,506 | 0.0% | 0.04% | -8.7% | |
| D | Sell | Dominion RES Inc VA New Com | $114,280 | +74592.8% | 2,044 | -18.2% | 0.04% | -28.8% |
| XLF | Select Sector SPDR Tr Sbi Int-Finlfinancial | $112,075 | +94080.7% | 3,486 | 0.0% | 0.04% | -10.9% | |
| SCHW | Schwab Charles Corp New Com | $111,674 | +62638.2% | 2,132 | 0.0% | 0.04% | -39.7% | |
| XEL | XCEL Energy Inc Com | $109,050 | +96404.4% | 1,617 | 0.0% | 0.04% | -7.0% | |
| AMLP | Buy | Alerian MLP ETFalerian mlp | $109,418 | +115076.8% | 2,831 | +14.0% | 0.04% | +8.1% |
| AMGN | Amgen Inc Com | $107,579 | +91847.9% | 445 | 0.0% | 0.04% | -13.3% | |
| DFAC | DFA T.A. US Core Equity Fund ETFus core equity 2 | $106,511 | +105356.4% | 4,180 | 0.0% | 0.04% | 0.0% | |
| TDG | Transdigm Group Inc Common | $105,398 | +117008.9% | 143 | 0.0% | 0.04% | +11.4% | |
| MDLZ | Mondelez Intl Inc Cl Acl a | $103,883 | +104832.3% | 1,490 | 0.0% | 0.04% | 0.0% | |
| SCHE | Schw Emg Mkt Eq ETFemrg mkteq etf | $104,798 | +103660.4% | 4,274 | 0.0% | 0.04% | -2.6% | |
| TOTL | Sell | SPDR Doubleline Total Return Tactical ETFspdr tr tactic | $100,729 | +101646.5% | 2,455 | -0.2% | 0.04% | -2.6% |
| Dimensional US Markets ETFus mktwide value | $101,746 | +99651.0% | 3,039 | 0.0% | 0.04% | -5.1% | ||
| VGT | Vanguard World Fds Inf Tech ETFinf tech etf | $99,066 | +120712.2% | 257 | 0.0% | 0.04% | +12.5% | |
| AVGO | Sell | Broadcom Inc | $97,514 | +67618.1% | 152 | -41.1% | 0.04% | -34.5% |
| ATO | ATMOS Energy Corp Com | $98,989 | +99888.9% | 881 | 0.0% | 0.04% | -5.3% | |
| SCHF | Schw Intl Eq ETFintl eqty etf | $99,041 | +107553.3% | 2,846 | 0.0% | 0.04% | +2.9% | |
| CTAS | Cintas Corp COMMON | $95,775 | +102883.9% | 207 | 0.0% | 0.04% | -2.8% | |
| SPG | Simon Ppty Group Inc New Common | $95,398 | +95298.0% | 852 | 0.0% | 0.04% | -7.9% | |
| AEE | Ameren Corp Com | $95,029 | +96868.4% | 1,100 | 0.0% | 0.04% | -7.9% | |
| NVDA | Nvidia Corp | $96,386 | +188892.2% | 347 | 0.0% | 0.04% | +75.0% | |
| ALGN | Buy | Align Technology Inc | $95,564 | +222141.9% | 286 | +40.2% | 0.04% | +105.9% |
| LQD | Sell | iShares Iboxx Invt Grade Corp Bd Fundiboxx inv cp etf | $95,361 | +100280.0% | 870 | -3.9% | 0.04% | -5.4% |
| TJX | TJX Cos Inc New Com | $96,696 | +98569.4% | 1,234 | 0.0% | 0.04% | -7.9% | |
| WEC | Wisconsin Energy Corp. | $93,084 | +101078.3% | 982 | 0.0% | 0.03% | -2.9% | |
| SCHV | Sell | Schwab US Large Cap Value ETFus lcap va etf | $92,665 | +95430.9% | 1,413 | -4.2% | 0.03% | -8.1% |
| VIGI | Sell | Vanguard International Dividend Appreciationintl dvd etf | $93,795 | +99681.9% | 1,273 | -6.1% | 0.03% | -5.6% |
| CB | Chubb Limited | $93,789 | +87553.3% | 483 | 0.0% | 0.03% | -17.1% | |
| XLP | Cons Staple Sector SPDRsbi cons stpls | $90,324 | +100260.0% | 1,209 | 0.0% | 0.03% | -5.7% | |
| AGGY | Wisdomtree Yield Enhanced US Aggregate Bond Fund Enhnc U S Aggre Etfyield enhancd us | $89,870 | +102025.0% | 2,057 | 0.0% | 0.03% | -2.9% | |
| BUD | Anheuser Busch Inbev SA/NV Sponsored ADRsponsored adr | $89,151 | +111338.8% | 1,336 | 0.0% | 0.03% | +6.5% | |
| FIXD | Buy | First Tr Exchangetcw opportunis | $90,120 | +158005.3% | 2,000 | +53.8% | 0.03% | +50.0% |
| VONG | Vanguard Russell 1000 Growth Etfvng rus1000grw | $88,801 | +113747.4% | 1,412 | 0.0% | 0.03% | +10.0% | |
| VGK | Vanguard Intl Equity Indexftse europe etf | $88,378 | +110372.5% | 1,450 | 0.0% | 0.03% | +3.2% | |
| ETN | Buy | Eaton Corp PLC Shs | $87,726 | +112369.2% | 512 | +2.4% | 0.03% | +6.7% |
| WSM | Williams Sonoma Inc | $87,595 | +105436.1% | 720 | 0.0% | 0.03% | 0.0% | |
| VXF | Vanguard Extended MKT ETFextend mkt etf | $84,821 | +105926.2% | 605 | 0.0% | 0.03% | 0.0% | |
| BA | Sell | Boeing Co Com | $85,397 | +88855.2% | 402 | -19.9% | 0.03% | -16.2% |
| BP | Buy | BP PLC Sponsored ADRsponsored adr | $84,796 | +242174.3% | 2,235 | +125.5% | 0.03% | +138.5% |
| FDL | Sell | First Trust Morningstar | $85,602 | +58132.7% | 2,411 | -40.1% | 0.03% | -45.6% |
| AZN | Astrazeneca PLC Sponsored ADRsponsored adr | $85,305 | +102677.1% | 1,229 | 0.0% | 0.03% | -3.1% | |
| DIA | SPDR Dow Jones Indl Avrg ETF ut Ser 1ut ser 1 | $83,155 | +100086.7% | 250 | 0.0% | 0.03% | -3.1% | |
| EVRG | Evergy INC CORP COMMON | $83,490 | +96981.4% | 1,366 | 0.0% | 0.03% | -6.1% | |
| HDV | iShares Trust High Divid Equcore high dv etf | $83,219 | +97804.7% | 819 | 0.0% | 0.03% | -6.1% | |
| CME | Buy | CME Group Inc Class A | $81,588 | +177265.2% | 426 | +54.3% | 0.03% | +66.7% |
| EFG | Buy | Ishares MSCI Eafe Growth Index ETFeafe grwth etf | $82,719 | +140101.7% | 883 | +24.4% | 0.03% | +30.4% |
| DEO | Sell | Diageo P L C Spon ADR Newspon adr new | $82,437 | +98039.3% | 455 | -3.2% | 0.03% | -6.2% |
| MET | Metlife Inc Com | $82,970 | +79678.8% | 1,432 | 0.0% | 0.03% | -25.0% | |
| WBA | Walgreens Boots Alliance Inc | $82,162 | +92216.9% | 2,376 | 0.0% | 0.03% | -11.8% | |
| ORLY | O'Reilly Automotive Inc | $81,502 | +100519.8% | 96 | 0.0% | 0.03% | -3.2% | |
| MNA | IQ Merger Arbitrage Etciq mrgr arb etf | $79,929 | +99811.2% | 2,527 | 0.0% | 0.03% | -6.5% | |
| NXPI | NXP Semiconductors NV | $79,811 | +117269.1% | 428 | 0.0% | 0.03% | +11.5% | |
| SHW | Buy | Sherwin Williams CO Sherwin Williams CORP COMMON | $79,344 | +247850.0% | 353 | +161.5% | 0.03% | +141.7% |
| RPG | Buy | Invesco S&p 500 Pure Growth Portfolio Powershr Etfs&p500 pur gwt | $78,744 | +126906.5% | 521 | +27.4% | 0.03% | +20.8% |
| FTSM | Sell | First Trust Enhanced Short Maturity Etf Mtrtyfirst tr enh new | $76,470 | +24409.6% | 1,285 | -75.5% | 0.03% | -76.7% |
| DD | Dupont De Nemours INC CORP COMMON | $76,507 | +104704.1% | 1,066 | 0.0% | 0.03% | 0.0% | |
| VNQI | Vanguard Global Ex-us Real Estate Index FUND Glbal Ex US Etfglb ex us etf | $77,286 | +97730.4% | 1,905 | 0.0% | 0.03% | -6.7% | |
| AMP | Ameriprise Finl Inc Com | $75,093 | +98706.6% | 245 | 0.0% | 0.03% | -3.4% | |
| OKE | Oneok Inc New Com | $75,676 | +96920.5% | 1,191 | 0.0% | 0.03% | -6.7% | |
| FPE | First Trust Preferred Securities and Income FDpfd secs inc etf | $76,337 | +95321.2% | 4,783 | 0.0% | 0.03% | -9.7% | |
| IGIB | iShares Barclays Intermediate Cr Bd | $75,382 | +103163.0% | 1,470 | 0.0% | 0.03% | 0.0% | |
| LMT | Sell | Lockheed Martin Corp Com | $76,582 | +81370.2% | 162 | -16.1% | 0.03% | -22.2% |
| IBHE | Sell | iShares iBonds 2025 Term High Yield and Income ETFibonds 25 trm hg | $75,488 | +64419.7% | 3,295 | -36.7% | 0.03% | -37.8% |
| GILD | Buy | Gilead Sciences Stock | $74,424 | +116187.5% | 897 | +20.7% | 0.03% | +8.0% |
| PFG | Principal Financial Group Incom | $70,678 | +88247.5% | 951 | 0.0% | 0.03% | -16.1% | |
| SNY | Buy | Sanofi Aventis Sponsored ADRsponsored adr | $70,039 | +189194.6% | 1,287 | +68.2% | 0.03% | +85.7% |
| KIM | Kimco Realty Corp | $70,035 | +92051.3% | 3,586 | 0.0% | 0.03% | -10.3% | |
| ROK | Buy | Rockwell Automation Inc | $70,428 | +156406.7% | 240 | +36.4% | 0.03% | +52.9% |
| FDVV | Fidelity High Dividend ETFhigh divid etf | $70,448 | +101998.6% | 1,850 | 0.0% | 0.03% | -3.7% | |
| NZF | Sell | Nuveen Municpal Credit ETF | $71,138 | +32682.5% | 5,953 | -66.8% | 0.03% | -68.7% |
| EW | Edwards Lifesciences Corp Com | $71,065 | +110939.1% | 859 | 0.0% | 0.03% | +4.0% | |
| SPYV | Sell | Spdr Portfolio S&p 500 Value Etfprtflo s&p500 vl | $69,509 | +81675.3% | 1,707 | -21.9% | 0.03% | -21.2% |
| RWX | SPDR DJ Wilshire Internationrealdj intl rl etf | $70,194 | +97391.7% | 2,671 | 0.0% | 0.03% | -7.1% | |
| DOV | Dover Corp Com | $68,981 | +112983.6% | 454 | 0.0% | 0.02% | +8.7% | |
| CP | Canadian Pac Ry LTD Com | $67,861 | +102719.7% | 882 | 0.0% | 0.02% | 0.0% | |
| A | Agilent Technologies Inc Com | $69,170 | +92126.7% | 500 | 0.0% | 0.02% | -13.8% | |
| IMCB | IShares Morningstar Mid Cap ETFmrgstr md cp etf | $66,825 | +102707.7% | 1,102 | 0.0% | 0.02% | 0.0% | |
| KEYS | Buy | Keysight Technologies Inc | $68,790 | +264476.9% | 426 | +184.0% | 0.02% | +150.0% |
| SCHA | Schwab US Small-cap Etf Small Capus sml cap etf | $68,388 | +103518.2% | 1,631 | 0.0% | 0.02% | 0.0% | |
| SJM | Smucker J M Co Com New | $66,095 | +98549.3% | 420 | 0.0% | 0.02% | -7.7% | |
| ALC | Alcon Ag CORP COMMON | $64,332 | +102014.3% | 912 | 0.0% | 0.02% | 0.0% | |
| FBND | Fidelity Total Bd ETFtotal bd etf | $66,654 | +102444.6% | 1,449 | 0.0% | 0.02% | -4.0% | |
| FAST | Fastenal Co Com | $66,562 | +114662.1% | 1,234 | 0.0% | 0.02% | +9.1% | |
| VOOG | Sell | Vanguard 500 Grwth Index Fund #3341500 grth idx f | $64,534 | +92091.4% | 280 | -15.2% | 0.02% | -11.1% |
| FSMB | New | First Trust Short Duration Managed Municipal Etf Durat Mang Munshrt dur mng mun | $64,173 | – | 3,228 | +100.0% | 0.02% | – |
| DHR | Buy | Danaher Corp | $65,782 | +128884.3% | 261 | +36.6% | 0.02% | +20.0% |
| MDU | Sell | MDU RES Group Inc Com | $65,044 | +81205.0% | 2,134 | -18.8% | 0.02% | -22.6% |
| NXP | Nuveen Select Tax-Free Income Portfoliosh ben int | $64,266 | +103554.8% | 4,491 | 0.0% | 0.02% | 0.0% | |
| RELX | Relx Plc ADR Rep CORP COMMONsponsored adr | $66,437 | +116456.1% | 2,048 | 0.0% | 0.02% | +9.1% | |
| APA | Apache Corporation | $64,908 | +77171.4% | 1,800 | 0.0% | 0.02% | -25.0% | |
| CCI | Buy | Crown Castle Intl Co REIT | $62,236 | +518533.3% | 465 | +416.7% | 0.02% | +360.0% |
| IWP | iShares Tr Russell McP Grrus md cp gr etf | $62,187 | +109000.0% | 683 | 0.0% | 0.02% | +4.5% | |
| ILCG | iShares Tr Large Grwthmorningstar grwt | $62,057 | +112730.9% | 1,121 | 0.0% | 0.02% | +9.5% | |
| MCHP | Microchip Technology Inc Com | $60,405 | +118341.2% | 721 | 0.0% | 0.02% | +10.0% | |
| JNK | SPDR Series Tr Barclays Highyieldbloomberg brclys | $59,776 | +102962.1% | 644 | 0.0% | 0.02% | 0.0% | |
| MKL | Sell | Markel Corp Com | $60,038 | +95198.4% | 47 | -2.1% | 0.02% | -8.3% |
| AXP | American Express Co Com | $61,032 | +110867.3% | 370 | 0.0% | 0.02% | +4.8% | |
| New | GE Healthcare Technologies INC CORP COMMON | $60,374 | – | 736 | +100.0% | 0.02% | – | |
| FCX | Buy | Freeport-McMoran Coppercl b | $59,238 | +113819.2% | 1,448 | +5.5% | 0.02% | +10.0% |
| LEG | Leggett & Platt Inc Com | $60,572 | +99198.4% | 1,900 | 0.0% | 0.02% | -4.3% | |
| Capital Group International Focus Equity Etf Intrtnl Foc Eqy | $58,903 | +111037.7% | 2,540 | 0.0% | 0.02% | +10.0% | ||
| IJT | iShares Smallcap 600/Barra Vs&p sml 600 gwt | $56,069 | +101843.6% | 510 | 0.0% | 0.02% | 0.0% | |
| EL | Lauder Estee Cos Inc Cl Acl a | $57,918 | +99758.6% | 235 | 0.0% | 0.02% | -4.5% | |
| CNI | Canadian Natl Railway Co | $57,687 | +99360.3% | 489 | 0.0% | 0.02% | -4.5% | |
| CIBR | Buy | First Trust Nasdaq Cybersecurity Etf Cybrscrtynasdaq cyb etf | $56,088 | +233600.0% | 1,312 | +114.4% | 0.02% | +133.3% |
| CHKP | Check Point Software Technologies Ltd Technologis CORP COMMONord | $56,550 | +102718.2% | 435 | 0.0% | 0.02% | 0.0% | |
| BSX | Buy | Boston Scientific Corp Common | $58,385 | +142302.4% | 1,167 | +33.2% | 0.02% | +31.2% |
| IWL | iShares Rusell Top 200rus top 200 etf | $53,715 | +107330.0% | 552 | 0.0% | 0.02% | +5.3% | |
| VFC | V F Corp Com | $55,465 | +82683.6% | 2,421 | 0.0% | 0.02% | -23.1% | |
| PH | Buy | Parker Hannifin Corp | $50,417 | +219104.3% | 150 | +92.3% | 0.02% | +111.1% |
| CLX | Clorox Co Del Com | $52,219 | +113419.6% | 330 | 0.0% | 0.02% | +5.6% | |
| BR | Broadridge Finl Solutions Incom | $51,886 | +110295.7% | 354 | 0.0% | 0.02% | +5.6% | |
| FE | Firstenergy Corp Common | $51,237 | +94783.3% | 1,279 | 0.0% | 0.02% | -9.5% | |
| FMX | Fomento Economico Mexicano Sab De Cv Econ ADR Representing 10 CORP COMMONspon adr units | $52,259 | +121432.6% | 549 | 0.0% | 0.02% | +11.8% | |
| IBDS | New | iShares iBonds Dec 2027 Term Corporateibonds 27 etf | $50,856 | – | 2,135 | +100.0% | 0.02% | – |
| FTCS | First Trust Capital Strength ETFcap strength etf | $51,058 | +98088.5% | 700 | 0.0% | 0.02% | -5.0% | |
| DOW | Dow INC CORP COMMON | $50,763 | +107906.4% | 926 | 0.0% | 0.02% | +5.6% | |
| MAA | Buy | Mid-America Apartment Communicties | $50,447 | +102853.1% | 334 | +6.4% | 0.02% | 0.0% |
| FDX | Buy | FedEx Corp Com | $51,867 | +199388.5% | 227 | +49.3% | 0.02% | +90.0% |
| ROKU | Roku Inc | $50,747 | +163600.0% | 771 | 0.0% | 0.02% | +58.3% | |
| DG | Buy | Dollar General Corp | $51,142 | +146020.0% | 243 | +68.8% | 0.02% | +46.2% |
| OTIS | Otis Worldwide Corp COMMON | $48,277 | +107182.2% | 572 | 0.0% | 0.02% | +5.9% | |
| CNC | Buy | Centene Corp | $49,430 | +80932.8% | 782 | +4.7% | 0.02% | -21.7% |
| XSLV | Invesco S&p Smallcap Low Volatility Etf Invsc S P Volatiltys&p smlcp low | $48,491 | +94980.4% | 1,145 | 0.0% | 0.02% | -10.0% | |
| SAP | Sap Aktiengesellschaft Sponsored ADRspon adr | $48,848 | +122020.0% | 386 | 0.0% | 0.02% | +20.0% | |
| RMD | Resmed Inc Common | $49,273 | +104736.2% | 225 | 0.0% | 0.02% | 0.0% | |
| SPLK | Splunk Inc Common | $48,132 | +111834.9% | 502 | 0.0% | 0.02% | +5.9% | |
| GOVT | Sell | Ishares US Treasury Bondus treas bd etf | $48,630 | +52190.3% | 2,080 | -49.3% | 0.02% | -50.0% |
| Buy | Brookfield Corp CLASS A COMMONcl a ltd vt sh | $48,885 | +157593.5% | 1,500 | +54.2% | 0.02% | +50.0% | |
| PFF | iShares Tr S & P Pfd Stk Indx FDpfd and incm sec | $48,391 | +102859.6% | 1,550 | 0.0% | 0.02% | 0.0% | |
| FGD | Buy | First Trust Dow Jones Globalselect Divdj glbl divid | $46,431 | +115977.5% | 2,100 | +16.7% | 0.02% | +13.3% |
| GSK PLc Sponsored ADRsponsored adr | $46,218 | +100373.9% | 1,299 | 0.0% | 0.02% | -5.6% | ||
| BLV | New | Vanguard Long-term Bond Index Fund Long Term Etflong term bond | $45,984 | – | 600 | +100.0% | 0.02% | – |
| IQLT | Ishares Edge Msci Intl Quality Factor Etf Qlt Fctrmsci intl qualty | $47,408 | +110151.2% | 1,343 | 0.0% | 0.02% | 0.0% | |
| SYK | Stryker Corp Com | $47,103 | +117657.5% | 165 | 0.0% | 0.02% | +13.3% | |
| LHX | L3harris Technologies INC CORP COMMON | $45,135 | +93931.2% | 230 | 0.0% | 0.02% | -5.6% | |
| SMDV | Proshares Russell 2000 Dividend Growers Etf Dvd Grwrsruss 2000 divd | $47,245 | +98327.1% | 774 | 0.0% | 0.02% | -5.6% | |
| IXC | iShares Global Energy ETFglobal energ etf | $42,442 | +96359.1% | 1,124 | 0.0% | 0.02% | -5.9% | |
| DNP | DNP Select Income Fund Inc | $44,642 | +96947.8% | 4,051 | 0.0% | 0.02% | -11.1% | |
| HIG | Sell | Hartford Finl Svcs Group Inccom | $42,999 | +82590.4% | 617 | -10.8% | 0.02% | -20.0% |
| LULU | Lululemon Athletica Inc | $44,431 | +113825.6% | 122 | 0.0% | 0.02% | +6.7% | |
| SPHQ | Buy | Invesco S&p 500 Quality Etf Invsc S Ps&p500 quality | $44,135 | +116044.7% | 933 | +6.8% | 0.02% | +6.7% |
| CAH | Cardinal Health Inc Com | $43,413 | +98565.9% | 575 | 0.0% | 0.02% | -5.9% | |
| NVO | Novo Nordisk A/Sadr | $43,127 | +116459.5% | 271 | 0.0% | 0.02% | +14.3% | |
| TFC | Buy | Truist Financial Corp COMMON | $44,262 | +170138.5% | 1,298 | +117.1% | 0.02% | +60.0% |
| NID | New | Nuveen Intermediate Duration Municipal Term Fund Int Dur Mun Trm Nav Cf | $43,145 | – | 3,215 | +100.0% | 0.02% | – |
| CHD | Church & Dwight Inc Com | $44,205 | +110412.5% | 500 | 0.0% | 0.02% | +6.7% | |
| IYF | Buy | Ishares Trust Dj US Financial Financials Etfu.s. finls etf | $42,755 | +115454.1% | 601 | +22.4% | 0.02% | +14.3% |
| IEF | iShares Lehman 7-10 Yr Index7-10 yr trsy bd | $40,639 | +104102.6% | 410 | 0.0% | 0.02% | 0.0% | |
| EMB | iShares JP Morgan Em Bond FDjpmorgan usd emg | $39,775 | +101887.2% | 461 | 0.0% | 0.02% | 0.0% | |
| EQNR | Equinor Asa ADR Rep CORP COMMONsponsored adr | $40,598 | +79503.9% | 1,428 | 0.0% | 0.02% | -25.0% | |
| RYAAY | Ryanair Holdings PLCsponsored ads | $40,545 | +126603.1% | 430 | 0.0% | 0.02% | +25.0% | |
| SPGP | Buy | Invesco S & P 500s&p 500 garp etf | $40,759 | +110059.5% | 478 | +7.9% | 0.02% | +7.1% |
| KLAC | KLA-Tencor Corp Com | $39,917 | +104944.7% | 100 | 0.0% | 0.02% | 0.0% | |
| IFF | New | International Flavors & Fragrances Inc | $41,382 | – | 450 | +100.0% | 0.02% | – |
| CAJ | Canon Inc ADRsponsored adr | $40,851 | +102027.5% | 1,836 | 0.0% | 0.02% | 0.0% | |
| ROP | Roper Inds Inc New Com | $39,221 | +103113.2% | 89 | 0.0% | 0.01% | -6.7% | |
| ATVI | Activision Blizzard Inc | $36,804 | +111427.3% | 430 | 0.0% | 0.01% | +7.7% | |
| HUM | Humana Inc Com | $38,351 | +95777.5% | 79 | 0.0% | 0.01% | -6.7% | |
| XLV | Select Sector SPDR Tr Sbi Healthcaresbi healthcare | $38,838 | +94626.8% | 300 | 0.0% | 0.01% | -12.5% | |
| TEL | TE Connectivity LTD Reg Shs | $37,771 | +114357.6% | 288 | 0.0% | 0.01% | +7.7% | |
| ABNB | Buy | Air BnB Ordinary Share Class A | $38,937 | +353872.7% | 313 | +150.4% | 0.01% | +250.0% |
| BNS | BK Nova Scotia Halifax (Canada) | $37,015 | +102719.4% | 735 | 0.0% | 0.01% | 0.0% | |
| QUAL | Buy | IShares MSCI USA Qltymsci usa qlt fct | $37,716 | +221758.8% | 304 | +109.7% | 0.01% | +100.0% |
| CWT | California Wtr Svc Group Com | $38,994 | +95007.3% | 670 | 0.0% | 0.01% | -12.5% | |
| COF | Capital One Finl Corp Com | $36,348 | +103751.4% | 378 | 0.0% | 0.01% | 0.0% | |
| INGR | Ingredion Inc Com | $36,114 | +103082.9% | 355 | 0.0% | 0.01% | 0.0% | |
| IEX | Idex Corp | $34,655 | +101826.5% | 150 | 0.0% | 0.01% | 0.0% | |
| MCK | McKesson Corp Com | $34,893 | +94205.4% | 98 | 0.0% | 0.01% | -7.1% | |
| FBHS | Fortune Brands Home & Sec Incom | $35,238 | +103541.2% | 600 | 0.0% | 0.01% | 0.0% | |
| VSS | Vanguard FTSE All WO X USftse smcap etf | $34,411 | +107434.4% | 315 | 0.0% | 0.01% | +8.3% | |
| Phillips Edison & CO INC And Company CORP COMMON | $36,241 | +103445.7% | 1,111 | 0.0% | 0.01% | 0.0% | ||
| BYM | New | Blackrock Municipal Income Quality Trust Incom Cf | $34,320 | – | 3,000 | +100.0% | 0.01% | – |
| CARR | Carrier Global Corp COMMON | $36,600 | +110809.1% | 800 | 0.0% | 0.01% | 0.0% | |
| GS | Goldman Sachs Group Inc Com | $36,309 | +95450.0% | 111 | 0.0% | 0.01% | -13.3% | |
| IBN | ICICI BK Limited ADR (India)adr | $36,147 | +97594.6% | 1,675 | 0.0% | 0.01% | -7.1% | |
| WRB | Berkley W R Corp Common | $34,430 | +85975.0% | 553 | 0.0% | 0.01% | -13.3% | |
| DAL | Delta Air Lines Inc. | $36,317 | +106714.7% | 1,040 | 0.0% | 0.01% | 0.0% | |
| MQY | New | Blackrock Muniyield Quality Fund INC Muniyld Cf | $34,336 | – | 2,900 | +100.0% | 0.01% | – |
| SDVY | Buy | First Trust Mid cap Rising Dividend ETFsmid risng etf | $35,126 | +113209.7% | 1,318 | +10.9% | 0.01% | +8.3% |
| CMP | Compass Minerals Intl Inc | $34,290 | +83534.1% | 1,000 | 0.0% | 0.01% | -18.8% | |
| RIO | Rio Tinto PLC Sponsored ADRsponsored adr | $32,997 | +96950.0% | 481 | 0.0% | 0.01% | -7.7% | |
| IUSG | Ishares Core S&p US Growth Etfcore s&p us gwt | $32,501 | +108236.7% | 366 | 0.0% | 0.01% | 0.0% | |
| TAK | Takeda Pharmaceutical CO Ltd Pharmaceuticl ADR Rep 0.5 CORP COMMONsponsored ads | $33,598 | +104893.8% | 2,039 | 0.0% | 0.01% | 0.0% | |
| ADSK | Autodesk INC CORP COMMON | $32,889 | +109530.0% | 158 | 0.0% | 0.01% | 0.0% | |
| IRT | Independence Realty Trust | $32,236 | +94711.8% | 2,011 | 0.0% | 0.01% | -7.7% | |
| Buy | WisdomTree Floating Rate Treasury Fdfloatng rat trea | $32,173 | +123642.3% | 640 | +23.1% | 0.01% | +20.0% | |
| BABA | Buy | Alibaba Group Hldg LTD Spon ADRsponsored ads | $32,187 | +139843.5% | 315 | +19.8% | 0.01% | +33.3% |
| BNDX | Vanguard Charlotte Funds Total Intl Bd ETFtotal int bd etf | $32,874 | +102631.2% | 672 | 0.0% | 0.01% | 0.0% | |
| DNB | Dun & Bradstreet | $31,874 | +96487.9% | 2,715 | 0.0% | 0.01% | -7.7% | |
| NUE | Nucor Corp Com | $33,983 | +117082.8% | 220 | 0.0% | 0.01% | +9.1% | |
| NEA | New | Nuveen AMT-Free Municipal | $33,360 | – | 3,000 | +100.0% | 0.01% | – |
| MUE | New | Blackrock Muniholdings QTY | $32,128 | – | 3,200 | +100.0% | 0.01% | – |
| BIL | Sell | Spdr Bloomberg 1-3 Month T-bill Etf 1 3 Mnth T Bllbloomberg 1-3 mo | $32,412 | +92505.7% | 353 | -8.1% | 0.01% | -7.7% |
| GLW | New | Corning Inc Com | $31,752 | – | 900 | +100.0% | 0.01% | – |
| WELL | Welltower Inc | $32,261 | +111144.8% | 450 | 0.0% | 0.01% | +9.1% | |
| CTVA | Corteva INC CORP COMMON | $31,241 | +104036.7% | 518 | 0.0% | 0.01% | -8.3% | |
| ZBH | Zimmer Hldgs Inc Com | $30,750 | +102400.0% | 238 | 0.0% | 0.01% | -8.3% | |
| FSK | Fs Kkr Capital Corp COMMON | $29,064 | +107544.4% | 1,571 | 0.0% | 0.01% | +10.0% | |
| OMC | Omnicom Group Inc Com | $30,472 | +117100.0% | 323 | 0.0% | 0.01% | +10.0% | |
| RTOKY | New | RENTOKIL INITIAL PLCsponsored adr | $28,989 | – | 794 | +100.0% | 0.01% | – |
| TMUS | Buy | T-mobile US INC T Mobile CORP COMMON | $30,706 | +118000.0% | 212 | +12.8% | 0.01% | +10.0% |
| CDW | CDW Corp | $30,208 | +107785.7% | 155 | 0.0% | 0.01% | 0.0% | |
| MNST | Buy | Monster Beverage Cor | $29,165 | +107918.5% | 540 | +100.0% | 0.01% | +10.0% |
| XLI | SPDR FD-Sh of Beneficial Intsbi int-inds | $30,354 | +104569.0% | 300 | 0.0% | 0.01% | 0.0% | |
| IJS | iShares Smallcap 600/Barrasp smcp600vl etf | $29,855 | +102848.3% | 319 | 0.0% | 0.01% | 0.0% | |
| MFC | Manulife Financial Corp | $29,174 | +104092.9% | 1,589 | 0.0% | 0.01% | 0.0% | |
| ABEV | Buy | Ambev SA Sponsored ADRsponsored adr | $30,662 | +113463.0% | 10,873 | +8.4% | 0.01% | +10.0% |
| AZO | Autozone INC CORP COMMON | $29,498 | +98226.7% | 12 | 0.0% | 0.01% | -8.3% | |
| CLVT | Buy | Clarivate PLC Ordinady Shares | $28,809 | +119937.5% | 3,068 | +8.1% | 0.01% | +22.2% |
| SRLN | SPDr Blackstone GSO Sr Loanblackstone senr | $29,644 | +102120.7% | 715 | 0.0% | 0.01% | 0.0% | |
| FNDX | Schwab Fundamental U.S. Large Company Index ETFschwab fdt us lg | $26,801 | +102980.8% | 488 | 0.0% | 0.01% | 0.0% | |
| MSI | Motorola Inc | $28,041 | +112064.0% | 98 | 0.0% | 0.01% | 0.0% | |
| IYE | New | iShares US Energy ETFu.s. energy etf | $27,913 | – | 638 | +100.0% | 0.01% | – |
| VEEV | New | Veeva Systems INC CLASS A CORP COMMON | $26,282 | – | 143 | +100.0% | 0.01% | – |
| CHT | New | Chunghwa Telecom Co LTDspon adr new11 | $26,862 | – | 687 | +100.0% | 0.01% | – |
| PCEF | Invesco Cef Income Composite Etf Invsc | $27,330 | +101122.2% | 1,500 | 0.0% | 0.01% | 0.0% | |
| UBER | New | Uber Technologies INC CORP COMMON | $26,311 | – | 830 | +100.0% | 0.01% | – |
| PPG | PPG Inds Inc Com | $26,716 | +106764.0% | 200 | 0.0% | 0.01% | 0.0% | |
| BBVA | Banco Bilbao Vizcaya Argentaria SAsponsored adr | $27,953 | +116370.8% | 3,965 | 0.0% | 0.01% | +11.1% | |
| ICSH | Sell | Ishares Ultra Short-term Bond Etf Short Termblackrock ultra | $27,286 | +82584.8% | 543 | -18.3% | 0.01% | -23.1% |
| MUI | Blackrock Muni Inc ETF | $26,245 | +104880.0% | 2,247 | 0.0% | 0.01% | 0.0% | |
| ADM | Sell | Archer Daniels Midland Co | $26,766 | +78623.5% | 336 | -9.4% | 0.01% | -23.1% |
| DXCM | Dexcom Inc Common | $27,999 | +103600.0% | 241 | 0.0% | 0.01% | 0.0% | |
| DHI | Dr Horton Inc | $27,451 | +109704.0% | 281 | 0.0% | 0.01% | 0.0% | |
| FNX | First Trust Portfolios Mid Cap | $26,988 | +103700.0% | 300 | 0.0% | 0.01% | 0.0% | |
| CNP | Centerpoint Energy Inc Com | $27,810 | +99221.4% | 944 | 0.0% | 0.01% | -9.1% | |
| XLU | Sector XLX Utilitiessbi int-utils | $27,076 | +96600.0% | 400 | 0.0% | 0.01% | -9.1% | |
| XLG | Sell | Invesco S&P 500 Top 50 ETFs&p 500 top 50 | $26,829 | +95717.9% | 86 | -14.0% | 0.01% | -9.1% |
| MKC | New | McCormick & Co Inc Com Non Vtg | $27,043 | – | 325 | +100.0% | 0.01% | – |
| IQDY | Flexshares International Quality Div Dyn Idx Flexshs Intl Qty Ind Etfint qltdvdynam | $26,197 | +109054.2% | 997 | 0.0% | 0.01% | +11.1% | |
| SBAC | SBA Communications Corp Newcl a | $23,757 | +91273.1% | 91 | 0.0% | 0.01% | -10.0% | |
| STPZ | Pimco 1-5 Year US Tips Index Exchange-traded Fund Etf1-5 us tip idx | $23,223 | +100869.6% | 455 | 0.0% | 0.01% | 0.0% | |
| MINT | Pimco Exch Traded Fundenhan shrt ma ac | $24,813 | +99152.0% | 250 | 0.0% | 0.01% | -10.0% | |
| SPHD | Buy | Invesco S&p 500 High Div Low Volatility Etf Invsc S P Lw Vltltys&p500 hdl vol | $25,618 | +102372.0% | 607 | +5.9% | 0.01% | -10.0% |
| VIS | Vanguard Industrials Etfindustrial etf | $23,623 | +102608.7% | 124 | 0.0% | 0.01% | 0.0% | |
| SWK | New | Stanley Black Decker Inc | $24,174 | – | 300 | +100.0% | 0.01% | – |
| WMB | Williams Cos Inc Del Com | $24,844 | +91914.8% | 832 | 0.0% | 0.01% | -10.0% | |
| DES | Wisdomtree Smallcap Dividendfundus smallcap divd | $20,992 | +99861.9% | 735 | 0.0% | 0.01% | 0.0% | |
| CASY | Casey's General Stores Inc | $21,646 | +98290.9% | 100 | 0.0% | 0.01% | 0.0% | |
| FLOT | Sell | iShares Floating Rate Bond ETFfltg rate nt etf | $23,129 | +72178.1% | 459 | -28.8% | 0.01% | -33.3% |
| EMGF | Buy | IShares MSCI Emerging Mrkts Multifactor ETFmsci emerg mkt | $20,635 | +412600.0% | 497 | +321.2% | 0.01% | +300.0% |
| EXAS | New | Exact Sciensces Corp | $22,852 | – | 337 | +100.0% | 0.01% | – |
| NFLX | New | Netflix INC CORP COMMON | $21,074 | – | 61 | +100.0% | 0.01% | – |
| IWO | iShares Tr Russell 2000 Grwrus 2000 grw etf | $22,682 | +107909.5% | 100 | 0.0% | 0.01% | 0.0% | |
| PRU | Buy | Prudential Finl Inc Com | $22,340 | +131311.8% | 270 | +58.8% | 0.01% | +14.3% |
| SLB | Schlumberger LTD Com | $22,291 | +92779.2% | 454 | 0.0% | 0.01% | -11.1% | |
| NSC | Norfolk Southern Corp Com | $21,624 | +86396.0% | 102 | 0.0% | 0.01% | -20.0% | |
| TLK | Pt Telekomunikasi Indonesia TBKsponsored adr | $21,134 | +117311.1% | 775 | 0.0% | 0.01% | +14.3% | |
| TECB | Ishares US Tech Breakthrough Multisector Etf Brkthrgh Mltsctrus tech brkthr | $22,563 | +118652.6% | 679 | 0.0% | 0.01% | +14.3% | |
| LESL | Leslie Inc | $19,135 | +91019.0% | 1,738 | 0.0% | 0.01% | -12.5% | |
| SHOP | Shopify INC CLASS A Sub Vtg CORP COMMONcl a | $19,991 | +142692.9% | 417 | 0.0% | 0.01% | +40.0% | |
| KDP | Keurig Dr Pepper Inc | $18,522 | +97384.2% | 525 | 0.0% | 0.01% | 0.0% | |
| PDBC | Invesco Optimum Yld Dvsfd Cmd Str No K-1 Etf Invsc Actvly Mng Optm Yd Dvrsoptimum yield | $19,652 | +98160.0% | 1,382 | 0.0% | 0.01% | -12.5% | |
| MRO | Marathon Oil Corp Com | $20,007 | +86887.0% | 835 | 0.0% | 0.01% | -22.2% | |
| KKR | Kkr & CO INC And CLASS A CORP COMMON | $19,327 | +113588.2% | 368 | 0.0% | 0.01% | 0.0% | |
| GNRC | New | Generac Holdings Inc | $17,714 | – | 164 | +100.0% | 0.01% | – |
| AMD | Advanced Micro Devices Inc | $20,386 | +156715.4% | 208 | 0.0% | 0.01% | +40.0% | |
| ARCC | Ares Cap Corp Com | $20,103 | +100415.0% | 1,100 | 0.0% | 0.01% | -12.5% | |
| TPR | Tapestry Inc | $19,400 | +114017.6% | 450 | 0.0% | 0.01% | 0.0% | |
| CPB | Campbell Soup Co Com | $20,013 | +95200.0% | 364 | 0.0% | 0.01% | -12.5% | |
| NNN | National Retail Properties Icom | $19,205 | +95925.0% | 435 | 0.0% | 0.01% | -12.5% | |
| WTRG | Essential Utilities INC CORP COMMON | $18,464 | +92220.0% | 423 | 0.0% | 0.01% | -12.5% | |
| PII | Polaris Inds Inc Com | $19,913 | +110527.8% | 180 | 0.0% | 0.01% | 0.0% | |
| DRVN | New | DRIVEN BRANDS HLDGS INC COM | $20,277 | – | 669 | +100.0% | 0.01% | – |
| NVT | Sell | Nvent Electric Plc CORP COMMON | $18,507 | +88028.6% | 431 | -19.3% | 0.01% | -12.5% |
| LDUR | Pimco ETF Tr Low Durtn AC ETFenhncd lw dur ac | $18,408 | +102166.7% | 194 | 0.0% | 0.01% | 0.0% | |
| ESGE | New | Ishares Esg Aware Msci Em Etfesg awr msci em | $20,305 | – | 645 | +100.0% | 0.01% | – |
| CRTO | Criteo SAspons ads | $18,367 | +122346.7% | 583 | 0.0% | 0.01% | +16.7% | |
| WU | Western Un Co Com | $19,513 | +81204.2% | 1,750 | 0.0% | 0.01% | -22.2% | |
| ESTA | New | ESTABLISHMENT LABS HOLDINGS INC | $17,748 | – | 262 | +100.0% | 0.01% | – |
| KOMP | Spdr S&p Kensho New Economies Composite Etf Eco COMMONs&p kensho new | $19,813 | +109972.2% | 464 | 0.0% | 0.01% | 0.0% | |
| CPRT | Copart INC CORP COMMON | $18,426 | +122740.0% | 245 | 0.0% | 0.01% | +16.7% | |
| MDYV | Sell | Spdr Dj Wilshire Mid Cap Value Etf S&p 400s&p 400 mdcp val | $19,758 | +89709.1% | 299 | -12.8% | 0.01% | -12.5% |
| CHWY | Chewy Inccl a | $19,886 | +99330.0% | 532 | 0.0% | 0.01% | -12.5% | |
| CI | Cigna Corp COMMON | $19,165 | +76560.0% | 75 | 0.0% | 0.01% | -30.0% | |
| SPTI | Buy | SPDR Portfolio Intermediate Term Treasury ETFportfli intrmdit | $19,071 | +1907000.0% | 659 | +32850.0% | 0.01% | – |
| CXM | New | SPRINKLR INC CL Acl a | $19,492 | – | 1,504 | +100.0% | 0.01% | – |
| AVAV | New | AEROVIRONMENT INC COM USD0.0001 | $19,982 | – | 218 | +100.0% | 0.01% | – |
| BFB | Brown Forman Corp Cl Bcl b | $15,489 | +96706.2% | 241 | 0.0% | 0.01% | 0.0% | |
| SKYY | First Tr Ise Cloud Comp Inx ETF | $15,655 | +120323.1% | 234 | 0.0% | 0.01% | +20.0% | |
| MRNA | Moderna | $15,358 | +85222.2% | 100 | 0.0% | 0.01% | -14.3% | |
| VLUE | Buy | iShares MSCI USA Value Factor ETFmsci usa value | $16,388 | +327660.0% | 177 | +227.8% | 0.01% | +200.0% |
| PD | New | PAGERDUTY INC | $16,650 | – | 476 | +100.0% | 0.01% | – |
| FEN | Buy | First Trust Energy Income And Growth Fund Grw Cf | $16,043 | +94270.6% | 1,236 | +2.1% | 0.01% | -14.3% |
| KHC | The Kraft Heinz Company | $16,473 | +96800.0% | 426 | 0.0% | 0.01% | -14.3% | |
| HES | Hess Corp Com | $15,087 | +94193.8% | 114 | 0.0% | 0.01% | 0.0% | |
| FLS | Flowserve Corp Com | $15,402 | +109914.3% | 453 | 0.0% | 0.01% | +20.0% | |
| HEDJ | Wisdomtree Europe Hedged Equityeurope hedged eq | $16,442 | +117342.9% | 200 | 0.0% | 0.01% | +20.0% | |
| URI | United Rentals INC Rental CORP COMMON | $17,413 | +108731.2% | 44 | 0.0% | 0.01% | 0.0% | |
| MGA | Magna Intl Inc Com | $16,821 | +93350.0% | 314 | 0.0% | 0.01% | -14.3% | |
| HDB | Hdfc Bk Ltd ADR Repstg 3 Shssponsored ads | $17,201 | +95461.1% | 258 | 0.0% | 0.01% | -14.3% | |
| BKR | Baker Hughes Inccl a | $16,335 | +95988.2% | 566 | 0.0% | 0.01% | -14.3% | |
| HAE | New | HAEMONETICS CORP | $15,143 | – | 183 | +100.0% | 0.01% | – |
| OLN | Sell | Olin Corp Common Par $1 | $15,429 | +81105.3% | 278 | -21.5% | 0.01% | -14.3% |
| BX | Blackstone Group INC CLASS A CORP COMMON | $16,075 | +114721.4% | 183 | 0.0% | 0.01% | +20.0% | |
| GTO | Sell | Invesco Total Return Bond Etf Invsctotal return | $17,322 | +96133.3% | 367 | -4.4% | 0.01% | -14.3% |
| CNQ | Canadian Natural Resources LTD | $15,553 | +97106.2% | 281 | 0.0% | 0.01% | 0.0% | |
| IHI | iShares US Medicalu.s. med dvc etf | $15,546 | +103540.0% | 288 | 0.0% | 0.01% | 0.0% | |
| HQY | New | HEALTHEQUITY INC | $16,556 | – | 282 | +100.0% | 0.01% | – |
| LKQ | LKQ Corp | $16,120 | +107366.7% | 284 | 0.0% | 0.01% | 0.0% | |
| IDV | iShares Tr Dow Jones Epac Select Divintl sel div etf | $15,120 | +100700.0% | 550 | 0.0% | 0.01% | 0.0% | |
| LXP | Lexington Realty Trust Com | $16,496 | +103000.0% | 1,600 | 0.0% | 0.01% | 0.0% | |
| ABC | Amerisourcebergen Corp Com | $15,531 | +96968.8% | 97 | 0.0% | 0.01% | 0.0% | |
| NOK | Nokia Corp Sponsored ADRsponsored adr | $16,306 | +108606.7% | 3,321 | 0.0% | 0.01% | 0.0% | |
| ACVA | New | ACV AUCTIONS INC COM CL A | $13,207 | – | 1,023 | +100.0% | 0.01% | – |
| ARE | Alexandria Real Estate Equitities | $13,061 | +86973.3% | 104 | 0.0% | 0.01% | -16.7% | |
| ALE | Allete Inc Com New | $12,874 | +98930.8% | 200 | 0.0% | 0.01% | 0.0% | |
| AB | Alliancebernstein Holding Lpunit LTD Partnunit ltd partn | $14,112 | +108453.8% | 386 | 0.0% | 0.01% | 0.0% | |
| ADI | Analog Devices Inc Com | $12,622 | +126120.0% | 64 | 0.0% | 0.01% | +25.0% | |
| ANTM | Anthem Inc | $13,334 | +88793.3% | 29 | 0.0% | 0.01% | -16.7% | |
| BBDC | Barings Bdc, Inc. | $13,220 | +94328.6% | 1,665 | 0.0% | 0.01% | 0.0% | |
| BIO | Buy | Bio Rad Laboratories INC CLASS A CORP COMMONcl a | $13,413 | +447000.0% | 28 | +250.0% | 0.01% | +400.0% |
| BIIB | Biogen Idec Inc Com | $12,511 | +104158.3% | 45 | 0.0% | 0.01% | 0.0% | |
| ECON | New | Columbia Emerging Markets Consumer Etf Emergng Mkts Consmremrg markets etf | $14,022 | – | 685 | +100.0% | 0.01% | – |
| ERJ | Buy | Embraer SAsponsored ads | $12,376 | +154600.0% | 756 | +5.1% | 0.01% | +66.7% |
| MDIV | FT Multi Asset Diversif Inc IDX ETFmulti asset di | $14,660 | +97633.3% | 1,000 | 0.0% | 0.01% | -16.7% | |
| FTV | Fortive Corp | $13,361 | +102676.9% | 196 | 0.0% | 0.01% | 0.0% | |
| FLQH | New | Franklin International Core Dividend Tilt Idx Etf Intrn Cre Dvd Indxintl cor div til | $14,548 | – | 506 | +100.0% | 0.01% | – |
| HAL | Halliburton Co Com | $13,858 | +81417.6% | 438 | 0.0% | 0.01% | -28.6% | |
| HPE | Hewlett Packard Enterprise Co | $12,760 | +98053.8% | 801 | 0.0% | 0.01% | 0.0% | |
| IRTC | New | IRHYTHM TECHNOLOGIES INC | $14,263 | – | 115 | +100.0% | 0.01% | – |
| IP | Intl Paper Co Com | $14,712 | +104985.7% | 408 | 0.0% | 0.01% | 0.0% | |
| PGF | Invesco Financial Preferred Etf Invscfinl pfd etf | $14,520 | +103614.3% | 1,000 | 0.0% | 0.01% | 0.0% | |
| IXN | New | Ishares S&p Global Technology Sector Index Fund Tech Etfglobal tech etf | $12,394 | – | 228 | +100.0% | 0.01% | – |
| USMV | New | iShares MSCI USA Minimum Volatility ETFmsci usa min vol | $12,511 | – | 172 | +100.0% | 0.01% | – |
| LEN | Lennar Corp Cl Acl a | $12,508 | +113609.1% | 119 | 0.0% | 0.01% | +25.0% | |
| NAD | Nuveen Quality Municipal Income Fund Incm Cf | $13,640 | +97328.6% | 1,183 | 0.0% | 0.01% | 0.0% | |
| PXD | Pioneer Nat RES Co Com | $13,480 | +89766.7% | 66 | 0.0% | 0.01% | -16.7% | |
| PEG | Public Svc Enterprise Group Com | $14,551 | +103835.7% | 233 | 0.0% | 0.01% | 0.0% | |
| RBA | New | Ritchie Bros Auctioneers INC CORP COMMON | $13,678 | – | 243 | +100.0% | 0.01% | – |
| MDYG | Spdr Dj Wilshire Mid Cap Growth Etf S&p 400s&p 400 mdcp grw | $14,167 | +101092.9% | 207 | 0.0% | 0.01% | 0.0% | |
| SMG | New | SCOTTS MIRACLE GRO CO CLASS Acl a | $12,972 | – | 186 | +100.0% | 0.01% | – |
| TTD | Trade Desk INC CLASS A CORP COMMON | $13,461 | +134510.0% | 221 | 0.0% | 0.01% | +25.0% | |
| UL | Unilever PLC Spon ADR Newspon adr new | $14,956 | +99606.7% | 288 | 0.0% | 0.01% | -16.7% | |
| VLO | Valero Energy Corp New Com | $14,100 | +108361.5% | 101 | 0.0% | 0.01% | 0.0% | |
| VTRS | Viatris INC CORP COMMON | $12,468 | +88957.1% | 1,296 | 0.0% | 0.01% | 0.0% | |
| WNS | Wns Holdings LTD ADRspon adr | $12,951 | +117636.4% | 139 | 0.0% | 0.01% | +25.0% | |
| WAB | Westinghouse Air Brake Technologies Corp Wabtec COMMON | $14,553 | +103850.0% | 144 | 0.0% | 0.01% | 0.0% | |
| DON | Wisdomtree US Midcap Dividend Fund Etfus midcap divid | $13,088 | +100576.9% | 319 | 0.0% | 0.01% | 0.0% | |
| FLEX | Flextronics Intl LTD Ordord | $13,369 | +111308.3% | 581 | 0.0% | 0.01% | 0.0% | |
| CTLT | New | CATALENT INC COM | $11,565 | – | 176 | +100.0% | 0.00% | – |
| VUSB | Vanguard Ultra Short Bond ETFvanguard ultra | $9,848 | +98380.0% | 200 | 0.0% | 0.00% | 0.0% | |
| HBI | Hanesbrands Inc Com | $9,994 | +83183.3% | 1,900 | 0.0% | 0.00% | -20.0% | |
| ICLR | Icon Plc CORP COMMON | $10,680 | +106700.0% | 50 | 0.0% | 0.00% | 0.0% | |
| PNC | PNC Financial Services Group Inc | $11,312 | +80700.0% | 89 | 0.0% | 0.00% | -20.0% | |
| MNTV | New | MOMENTIVE GLOBAL INC | $10,755 | – | 1,154 | +100.0% | 0.00% | – |
| NLOK | Buy | NortonLifelock | $9,798 | +108766.7% | 571 | +35.3% | 0.00% | +33.3% |
| PDT | John Hancock Premium Dividend Fund | $9,763 | +97530.0% | 788 | 0.0% | 0.00% | 0.0% | |
| AIG | American Intl Group | $11,885 | +79133.3% | 236 | 0.0% | 0.00% | -33.3% | |
| KRYS | New | KRYSTAL BIOTECH INC | $9,687 | – | 121 | +100.0% | 0.00% | – |
| WPP | WPP PLC Sponsoredadr | $10,833 | +120266.7% | 182 | 0.0% | 0.00% | +33.3% | |
| PHG | Koninklijke Philips NVny reg sh new | $11,983 | +119730.0% | 653 | 0.0% | 0.00% | 0.0% | |
| IGD | Voya Global Equity | $11,220 | +93400.0% | 2,200 | 0.0% | 0.00% | -20.0% | |
| VMW | Vmware INC CLASS A CORP COMMON | $10,612 | +106020.0% | 85 | 0.0% | 0.00% | 0.0% | |
| VSAT | Viasat Inc | $11,641 | +105727.3% | 344 | 0.0% | 0.00% | 0.0% | |
| New | Haleon PLC Spon ADS ADRspon ads | $10,639 | – | 1,307 | +100.0% | 0.00% | – | |
| VRTX | Vertex Pharmctls Inc | $9,767 | +108422.2% | 31 | 0.0% | 0.00% | +33.3% | |
| KT | KT Corpsponsored adr | $10,932 | +83992.3% | 964 | 0.0% | 0.00% | -20.0% | |
| LNG | Cheniere Energy Inc | $10,874 | +108640.0% | 69 | 0.0% | 0.00% | 0.0% | |
| CHK | Buy | Chesapeke Energy Corporation | $12,014 | +85714.3% | 158 | +9.7% | 0.00% | -20.0% |
| TTWO | New | TAKE-TWO INTERACTIVE SOFTWARE INC | $9,783 | – | 82 | +100.0% | 0.00% | – |
| CTSH | Sell | Cognizant Technology Solutiocl Acl a | $10,114 | +59394.1% | 166 | -43.2% | 0.00% | -42.9% |
| DRI | Darden Restaurants Inc | $10,706 | +106960.0% | 69 | 0.0% | 0.00% | 0.0% | |
| TFLO | iShares Treasury Floating Rate Bond ETFtrs flt rt bd | $10,725 | +97400.0% | 212 | 0.0% | 0.00% | 0.0% | |
| TRP | Tc Energy Corp COMMON | $9,728 | +97180.0% | 250 | 0.0% | 0.00% | 0.0% | |
| COMT | New | Ishares Gsci Commodity Dynamic Roll Strategy Etf Ishr Cmd Dyn Strgsci cmdty stgy | $10,515 | – | 389 | +100.0% | 0.00% | – |
| TLH | New | Ishares Tr 10-20 Yr Treas Bd Etf10-20 yr trs etf | $10,047 | – | 88 | +100.0% | 0.00% | – |
| FROG | New | JFROG LTD | $11,899 | – | 604 | +100.0% | 0.00% | – |
| NARI | New | INARI MEDICAL INC | $10,434 | – | 169 | +100.0% | 0.00% | – |
| SCZ | iShares MSCI Eafe Small Capeafe sml cp etf | $12,200 | +101566.7% | 205 | 0.0% | 0.00% | -20.0% | |
| HWM | Howmet Aerospace INC CORP COMMON | $11,736 | +106590.9% | 277 | 0.0% | 0.00% | 0.0% | |
| PHM | Sell | Pulte Group Inc | $10,141 | +101310.0% | 174 | -17.1% | 0.00% | 0.0% |
| GL | Global Life Inc | $10,782 | +89750.0% | 98 | 0.0% | 0.00% | -20.0% | |
| VRP | Invesco Variable Rate Preferred ETFvar rate pfd | $11,075 | +100581.8% | 500 | 0.0% | 0.00% | 0.0% | |
| PLMR | New | PALOMAR HOLDINGS INC | $11,371 | – | 206 | +100.0% | 0.00% | – |
| RWJ | Buy | Invesco S&p Smallcap 600 Revenue Etf S Ps&p smallcap 600 | $11,303 | +102654.5% | 101 | +1.0% | 0.00% | 0.0% |
| DVN | Devon Energy Corp New Com | $9,667 | +80458.3% | 191 | 0.0% | 0.00% | -20.0% | |
| OGS | One Gas Inc Com | $11,885 | +107945.5% | 150 | 0.0% | 0.00% | 0.0% | |
| AON | Aon Plc CLASS A CORP COMMON | $10,405 | +103950.0% | 33 | 0.0% | 0.00% | 0.0% | |
| DFS | Discover Finl Svcs Com | $9,884 | +98740.0% | 100 | 0.0% | 0.00% | 0.0% | |
| PEY | Buy | Invesco High Yield Equity Dividend Achvrs Etf Invschig yld eq div | $10,117 | +101070.0% | 508 | +1.0% | 0.00% | 0.0% |
| RF | Regions Financial Corp | $9,800 | +88990.9% | 528 | 0.0% | 0.00% | 0.0% | |
| ZUO | New | ZUORA INC | $9,969 | – | 1,009 | +100.0% | 0.00% | – |
| ATR | Aptargroup INC CORP COMMON | $10,637 | +106270.0% | 90 | 0.0% | 0.00% | 0.0% | |
| FYX | First Trust Small Cap | $12,090 | +100650.0% | 150 | 0.0% | 0.00% | -20.0% | |
| VVV | Sell | Valvoline Inc | $10,622 | +96463.6% | 304 | -10.1% | 0.00% | 0.0% |
| EQIX | Equinix Inc | $10,816 | +108060.0% | 15 | 0.0% | 0.00% | 0.0% | |
| PKG | Packaging Corp America | $10,135 | +112511.1% | 73 | 0.0% | 0.00% | +33.3% | |
| SHG | Shinhan Financialspn adr restrd | $12,123 | +93153.8% | 450 | 0.0% | 0.00% | -20.0% | |
| SPYG | SPDR S&P 500 Growth ETFprtflo s&p500 gw | $11,072 | +110620.0% | 200 | 0.0% | 0.00% | 0.0% | |
| IX | Orix Corporation Sponssponsored adr | $6,977 | +99571.4% | 85 | 0.0% | 0.00% | 0.0% | |
| ENIC | Enel Chile S.A.sponsored adr | $8,964 | +127957.1% | 3,320 | 0.0% | 0.00% | 0.0% | |
| URBN | Urban Outfitters Inc Com | $7,374 | +122800.0% | 266 | 0.0% | 0.00% | +50.0% | |
| IMCR | New | IMMUNOCORE HOLDINGS PLCads | $9,394 | – | 190 | +100.0% | 0.00% | – |
| EB | New | EVENTBRITE INC COM CL A | $9,000 | – | 1,049 | +100.0% | 0.00% | – |
| PBR | Petroleo Brasileiro SA Petrosponsored ADRsponsored adr | $8,146 | +101725.0% | 781 | 0.0% | 0.00% | 0.0% | |
| HUBB | Hubbell INC CORP COMMON | $7,056 | +100700.0% | 29 | 0.0% | 0.00% | 0.0% | |
| RDVY | First Trust Rising Dividend Achievers Etf Ftrisng divd achiv | $7,852 | +98050.0% | 175 | 0.0% | 0.00% | 0.0% | |
| BWX | SPDR Lehman Intl Treasury Bdbloomberg intl t | $6,936 | +98985.7% | 300 | 0.0% | 0.00% | 0.0% | |
| ADPT | New | ADAPTIVE BIOTECHNOLOGIES CORP COM | $6,817 | – | 772 | +100.0% | 0.00% | – |
| IVOV | Buy | Vanguard S&P Mid-Cap 400 Value Index ETFmidcp 400 val | $8,967 | +99533.3% | 114 | +100.0% | 0.00% | 0.0% |
| GMAB | Genmab A/s ADRsponsored ads | $7,628 | +84655.6% | 202 | 0.0% | 0.00% | 0.0% | |
| AAP | Sell | Advance Auto Parts Inc | $6,932 | +76922.2% | 57 | -10.9% | 0.00% | 0.0% |
| EYE | New | NATIONAL VISION HOLDINGS INC | $7,103 | – | 377 | +100.0% | 0.00% | – |
| APTV | Aptiv Plc CORP COMMON | $6,956 | +115833.3% | 62 | 0.0% | 0.00% | +50.0% | |
| FNDF | Sell | Schwab Fundamental International Large Company Index ETFschwb fdt int lg | $7,067 | +78422.2% | 226 | -27.6% | 0.00% | 0.0% |
| VWOB | Vanguard Emerging Markets Govt Bd Idx Markt Bnd Etfem mk gov bd etf | $6,916 | +98700.0% | 111 | 0.0% | 0.00% | 0.0% | |
| PBRA | Buy | Petroleo Brasileiro ADRsp adr non vtg | $7,610 | +152100.0% | 820 | +50.2% | 0.00% | +50.0% |
| RE | Everest Re Group Ltd CORP COMMON | $8,234 | +102825.0% | 23 | 0.0% | 0.00% | 0.0% | |
| PSA | Sell | Public Storage | $9,064 | +53217.6% | 30 | -50.0% | 0.00% | -57.1% |
| AXTA | Axalta Coating Systems Ltd, Philadelphia, Pa | $9,269 | +115762.5% | 306 | 0.0% | 0.00% | 0.0% | |
| MUFG | Buy | Mitsubishi Ufj Financial Group INC Fncl Grp Ads Rep CORP COMMONsponsored ads | $8,192 | +102300.0% | 1,282 | +2.3% | 0.00% | 0.0% |
| MLHR | MillerKnoll Inc | $7,587 | +94737.5% | 371 | 0.0% | 0.00% | 0.0% | |
| MU | Micron Technology Inc | $8,206 | +117128.6% | 136 | 0.0% | 0.00% | 0.0% | |
| FEZ | SPDR Euro Stoxx 50 Fundeuro stoxx 50 | $8,486 | +121128.6% | 189 | 0.0% | 0.00% | 0.0% | |
| ARWR | New | ARROWHEAD PHARMACEUTICALS INC COM | $7,214 | – | 284 | +100.0% | 0.00% | – |
| WOPEY | Woodside Energy Group LTDsponsored adr | $8,052 | +89366.7% | 359 | 0.0% | 0.00% | 0.0% | |
| BK | Bank New York Mellon Corp | $8,497 | +94311.1% | 187 | 0.0% | 0.00% | 0.0% | |
| SITE | New | SITEONE LANDSCAPE SUPPLY INC | $7,665 | – | 56 | +100.0% | 0.00% | – |
| PPL | PPL Corp Com | $8,337 | +92533.3% | 300 | 0.0% | 0.00% | 0.0% | |
| PNW | Pinnacle West Cap Corp Common | $8,162 | +101925.0% | 103 | 0.0% | 0.00% | 0.0% | |
| LVS | Sell | Las Vegas Sands Corp | $7,698 | +69881.8% | 134 | -41.7% | 0.00% | -25.0% |
| CX | Cemex Sab De Cv ADR Rep 10 Parspon adr new | $7,195 | +143800.0% | 1,301 | 0.0% | 0.00% | +50.0% | |
| USFD | US Foods Holding Corp | $8,053 | +114942.9% | 218 | 0.0% | 0.00% | 0.0% | |
| CVE | Cenovus Energy Inc Com | $7,159 | +89387.5% | 410 | 0.0% | 0.00% | 0.0% | |
| SU | Suncor Energy Inc New Com | $9,129 | +101333.3% | 294 | 0.0% | 0.00% | 0.0% | |
| DELL | Dell Technologies INC CLASS C CORP COMMONcl c | $7,801 | +97412.5% | 194 | 0.0% | 0.00% | 0.0% | |
| AIA | iShares S&P Asia 50asia 50 etf | $6,994 | +116466.7% | 113 | 0.0% | 0.00% | +50.0% | |
| EWC | Buy | iShares MSCI CDA Indxmsci cda etf | $7,315 | +121816.7% | 214 | +9.2% | 0.00% | +50.0% |
| DGX | Quest Diagnostics Inc Common | $8,064 | +89500.0% | 57 | 0.0% | 0.00% | 0.0% | |
| ORAN | Orange SAsponsored adr | $8,912 | +127214.3% | 747 | 0.0% | 0.00% | 0.0% | |
| FANG | Diamondback Energy Inc | $7,299 | +104171.4% | 54 | 0.0% | 0.00% | 0.0% | |
| VRNS | New | VARONIS SYSTEMS INC | $8,089 | – | 311 | +100.0% | 0.00% | – |
| PRGO | Perrigo Co LTD Shrs | $5,345 | +106800.0% | 149 | 0.0% | 0.00% | 0.0% | |
| SSNC | Ss&c Technologies Holdings INC Ss And C CORP COMMON | $4,969 | +99280.0% | 88 | 0.0% | 0.00% | 0.0% | |
| PKX | Posco Sponsored ADRsponsored adr | $4,878 | +121850.0% | 70 | 0.0% | 0.00% | 0.0% | |
| OGE | OGE Energy Inc | $5,122 | +102340.0% | 136 | 0.0% | 0.00% | 0.0% | |
| NI | Nisource Inc Com | $5,396 | +107820.0% | 193 | 0.0% | 0.00% | 0.0% | |
| MUSA | New | Murphy Usa INC CORP COMMON | $4,129 | – | 16 | +100.0% | 0.00% | – |
| MHK | Mohawk Industries Inc | $5,713 | +95116.7% | 57 | 0.0% | 0.00% | 0.0% | |
| Masterbrand INC CORP COMMON | $4,824 | +96380.0% | 600 | 0.0% | 0.00% | 0.0% | ||
| MRVI | New | MARAVAI LIFESCIENCES HOLDINGS INC | $6,641 | – | 474 | +100.0% | 0.00% | – |
| LSXMK | Buy | Libery Sirius Group | $5,654 | +112980.0% | 202 | +61.6% | 0.00% | 0.0% |
| LBRDK | Sell | Liberty Broadbank Corp Ser C | $5,801 | +82771.4% | 71 | -18.4% | 0.00% | -33.3% |
| SKYW | Skywest Inc Com | $5,321 | +132925.0% | 240 | 0.0% | 0.00% | 0.0% | |
| SNN | Smith & Nephew PLCspdn adr new | $6,140 | +102233.3% | 220 | 0.0% | 0.00% | 0.0% | |
| LDOS | Leidos Holdings INC CORP COMMON | $6,076 | +86700.0% | 66 | 0.0% | 0.00% | -33.3% | |
| LRCX | Lam Research Corp | $5,831 | +116520.0% | 11 | 0.0% | 0.00% | 0.0% | |
| TTE | Total S A Sponsored ADRsponsored ads | $6,436 | +91842.9% | 109 | 0.0% | 0.00% | -33.3% | |
| EWA | Buy | iShares MSCI Australiamsci aust etf | $5,964 | +119180.0% | 260 | +11.1% | 0.00% | 0.0% |
| TRIP | Tripadvisor Inc | $6,216 | +103500.0% | 313 | 0.0% | 0.00% | 0.0% | |
| QQQJ | Invesco Nasdaq Next Gen 100 Etfnasdaqnxtgen100 | $5,100 | +101900.0% | 200 | 0.0% | 0.00% | 0.0% | |
| XSVM | Sell | Invesco S&p Smallcap Value With Momentum Etf S And P Smlcp Vls&p smcp vlu mnt | $5,099 | +101880.0% | 112 | -1.8% | 0.00% | 0.0% |
| EMLC | Vaneck Vectors ETFjp mrgan em loc | $4,419 | +110375.0% | 175 | 0.0% | 0.00% | 0.0% | |
| OIH | Vaneck Vectors Oil Services ETFoil services etf | $4,988 | +99660.0% | 18 | 0.0% | 0.00% | 0.0% | |
| HII | Huntington Ingalls Industries | $6,211 | +88628.6% | 30 | 0.0% | 0.00% | -33.3% | |
| HMC | Buy | Honda Motor Company LTD ADR | $6,728 | +168100.0% | 254 | +44.3% | 0.00% | 0.0% |
| Healthcare Com CL A | $4,349 | +108625.0% | 225 | 0.0% | 0.00% | 0.0% | ||
| GRFS | Grifols SAsp adr rep b nvt | $6,751 | +84287.5% | 916 | 0.0% | 0.00% | -33.3% | |
| GPK | Graphic Packaging Holding Company | $5,557 | +111040.0% | 218 | 0.0% | 0.00% | 0.0% | |
| VYMI | Buy | Vanguard Internatl High Div Yield Index Fund Internatnl Hgh Yld Etfintl high etf | $4,956 | +165100.0% | 80 | +45.5% | 0.00% | +100.0% |
| GPN | Global Payments Inc | $5,157 | +103040.0% | 49 | 0.0% | 0.00% | 0.0% | |
| F | Ford Mtr Co Del Com Par $0.01 | $5,040 | +100700.0% | 400 | 0.0% | 0.00% | 0.0% | |
| FLT | Sell | Fleetcor Technologies Inc | $5,271 | +87750.0% | 25 | -26.5% | 0.00% | 0.0% |
| FCNCA | First Citizens Bancshares Inc Class Acl a | $5,839 | +116680.0% | 6 | 0.0% | 0.00% | 0.0% | |
| FNF | Fidelity National Financial Inc | $4,087 | +102075.0% | 117 | 0.0% | 0.00% | 0.0% | |
| ASHR | Buy | Xtrackers Hvst Csi 300 China A-shs Etf Xtrckr Hrvst Chna A Shrxtrack hrvst csi | $4,127 | +137466.7% | 140 | +48.9% | 0.00% | +100.0% |
| STZ | Constellation Brands INC CLASS A CORP COMMONcl a | $6,325 | +105316.7% | 28 | 0.0% | 0.00% | 0.0% | |
| VST | Vistra Corp COMMON | $6,216 | +103500.0% | 259 | 0.0% | 0.00% | 0.0% | |
| VNT | Sell | Vontier Corp COMMON | $4,648 | +92860.0% | 170 | -35.4% | 0.00% | 0.0% |
| CBRE | Cbre Group INC CLASS A CORP COMMONcl a | $5,461 | +90916.7% | 75 | 0.0% | 0.00% | 0.0% | |
| BCS | Buy | Barclays Plc ADR Rep 4 CORP COMMONadr | $5,946 | +118820.0% | 827 | +33.2% | 0.00% | 0.0% |
| ALLE | Allegion PLC | $4,803 | +95960.0% | 45 | 0.0% | 0.00% | 0.0% | |
| AVUV | Avantis US Small Cap Value Etfus sml cp valu | $5,184 | +103580.0% | 70 | 0.0% | 0.00% | 0.0% | |
| POST | Post Hldgs Inc Com | $6,740 | +96185.7% | 75 | 0.0% | 0.00% | -33.3% | |
| AES | New | AES Corp Com | $5,225 | – | 217 | +100.0% | 0.00% | – |
| YNDX | Yandex Nv CLASS A CORP COMMON | $4,224 | +105500.0% | 223 | 0.0% | 0.00% | 0.0% | |
| RHI | Robert Half International INC Int CORP COMMON | $6,204 | +103300.0% | 77 | 0.0% | 0.00% | 0.0% | |
| QTRX | New | QUANTERIX CORP | $5,860 | – | 520 | +100.0% | 0.00% | – |
| NWSA | Buy | Newscorp LLC Shares Class Acl a | $3,696 | +123100.0% | 214 | +37.2% | 0.00% | 0.0% |
| IQI | Invesco Quality Municipal | $3,383 | +112666.7% | 339 | 0.0% | 0.00% | 0.0% | |
| L | Loews Corp | $2,089 | +104350.0% | 36 | 0.0% | 0.00% | 0.0% | |
| LPX | Louisiana-pac Corp Common | $2,385 | +79400.0% | 44 | 0.0% | 0.00% | 0.0% | |
| XLRE | Select Sector Spdr Tr Real Estate Select Sectorspdr Fundrl est sel sec | $2,504 | +125100.0% | 67 | 0.0% | 0.00% | 0.0% | |
| Annaly Capital Management INC Reit CORP COMMON | $2,905 | +96733.3% | 152 | 0.0% | 0.00% | 0.0% | ||
| LITE | Lumentum Hldgs Inc | $2,484 | +124100.0% | 46 | 0.0% | 0.00% | 0.0% | |
| RDFN | New | REDFIN CORP | $3,660 | – | 404 | +100.0% | 0.00% | – |
| MTB | New | M&T Bank Corp | $1,794 | – | 15 | +100.0% | 0.00% | – |
| ACGL | Sell | Arch Capital Group Ltdord | $3,461 | +86425.0% | 51 | -21.5% | 0.00% | -50.0% |
| OGN | Organon & Co | $3,716 | +92800.0% | 158 | 0.0% | 0.00% | -50.0% | |
| AVDV | Avantis International Small Cap Value Etf Internatnl Sml CP Vlintl smcp vlu | $2,690 | +89566.7% | 46 | 0.0% | 0.00% | 0.0% | |
| TAP | Molson Coors Brewing Co Cl Bcl b | $3,773 | +94225.0% | 73 | 0.0% | 0.00% | -50.0% | |
| MOS | Mosaic Co New Com | $2,478 | +123800.0% | 54 | 0.0% | 0.00% | 0.0% | |
| LBTYA | Liberty Group Plc | $3,861 | +96425.0% | 198 | 0.0% | 0.00% | -50.0% | |
| ALLY | Ally Financial Inc | $3,874 | +96750.0% | 152 | 0.0% | 0.00% | -50.0% | |
| WLTW | Willis Tower Watson | $2,324 | +116100.0% | 10 | 0.0% | 0.00% | 0.0% | |
| PTON | New | PELOTON INTERACTIVE INC | $3,402 | – | 300 | +100.0% | 0.00% | – |
| AEG | Aegon N V NY Registry Sh | $3,130 | +78150.0% | 728 | 0.0% | 0.00% | -50.0% | |
| CRSP | New | CRISPR THERAPEUTICS AG COM CHF0.03namen akt | $3,890 | – | 86 | +100.0% | 0.00% | – |
| NWL | Newell Rubbermaid Inc Com | $3,433 | +85725.0% | 276 | 0.0% | 0.00% | -50.0% | |
| X | United States STL Corp New Com | $3,837 | +95825.0% | 147 | 0.0% | 0.00% | -50.0% | |
| KRNT | New | KORNIT DIGITAL LTD | $3,369 | – | 174 | +100.0% | 0.00% | – |
| CNHI | CNH Industries NV | $1,786 | +89200.0% | 117 | 0.0% | 0.00% | 0.0% | |
| GGB | Buy | Gerdauspon adr rep pfd | $3,986 | +99550.0% | 809 | +5.1% | 0.00% | -50.0% |
| New | HF Sinclair Corp | $3,387 | – | 70 | +100.0% | 0.00% | – | |
| GLPI | Gaming and Leisure Properties Inc | $2,759 | +91866.7% | 53 | 0.0% | 0.00% | 0.0% | |
| FLBR | Buy | Franklin Templeton ETF TR SHSftse brazil | $3,297 | +109800.0% | 196 | +24.1% | 0.00% | 0.0% |
| FOXA | Fox Corp CLASS A COMMON | $3,541 | +117933.3% | 104 | 0.0% | 0.00% | 0.0% | |
| HRL | Hormel Foods Corp Common | $3,988 | +79660.0% | 100 | 0.0% | 0.00% | -50.0% | |
| IAC | IAC/InteractiveCorp | $3,870 | +128900.0% | 75 | 0.0% | 0.00% | 0.0% | |
| FRC | Buy | First Rep Bk San Franciscocalif New Common | $1,399 | +46533.3% | 100 | +300.0% | 0.00% | 0.0% |
| FIS | New | Fidelity National Information Services INC Informatn Svcs CORP COMMON | $1,576 | – | 29 | +100.0% | 0.00% | – |
| VTWO | Vanguard Russell 2000 Index ETFvng rus2000idx | $2,523 | +126050.0% | 35 | 0.0% | 0.00% | 0.0% | |
| EXC | Exelon Corp Com | $2,430 | +80900.0% | 58 | 0.0% | 0.00% | 0.0% | |
| DLTR | Dollar Tree Inc | $4,019 | +100375.0% | 28 | 0.0% | 0.00% | -50.0% | |
| DISH | DISH Network Corp Cl Acl a | $1,763 | +58666.7% | 189 | 0.0% | 0.00% | 0.0% | |
| BKLN | Invesco Senior Loan Etf Invscsr ln etf | $1,851 | +92450.0% | 89 | 0.0% | 0.00% | 0.0% | |
| UGI | Sell | UGI Corporation Inc | $1,425 | +35525.0% | 41 | -65.5% | 0.00% | -50.0% |
| XRAY | Dentsply Sirona Inc | $1,964 | +98100.0% | 50 | 0.0% | 0.00% | 0.0% | |
| JBGS | JBG Smith Properties | $2,876 | +71800.0% | 191 | 0.0% | 0.00% | -50.0% | |
| BBJP | JPMORGAN Betabuilders Japan Etfbetabuldrs japan | $3,582 | +119300.0% | 74 | 0.0% | 0.00% | 0.0% | |
| CLF | Cleveland - Cliffs Inc | $1,925 | +96150.0% | 105 | 0.0% | 0.00% | 0.0% | |
| JMST | New | JPMORGAN Ultra-short Municipal Income Etf Ultra Shrt Muncipl Incmultra sht muncpl | $3,962 | – | 78 | +100.0% | 0.00% | – |
| JPSE | Buy | JPMorgan Diversified Return U.S. Small Cap Equity ETFdiversfd eqt etf | $3,428 | +342700.0% | 86 | +244.0% | 0.00% | – |
| KMI | Kinder Morgan Inc Del Com | $3,975 | +99275.0% | 227 | 0.0% | 0.00% | -50.0% | |
| KN | Knowles Corporation | $1,700 | +84900.0% | 100 | 0.0% | 0.00% | 0.0% | |
| VIAV | Viavi Solutions Inc | $2,513 | +125550.0% | 232 | 0.0% | 0.00% | 0.0% | |
| SFIX | New | STITCH FIX INC | $1,748 | – | 342 | +100.0% | 0.00% | – |
| VOD | Vodafone Group PLC New Spnsr ADR No Parsponsored adr | $3,003 | +100000.0% | 272 | 0.0% | 0.00% | 0.0% | |
| ROST | Sell | Ross Stores Inc Com | $2,123 | +70666.7% | 20 | -20.0% | 0.00% | 0.0% |
| KSS | Kohls Corp Com | $3,296 | +82300.0% | 140 | 0.0% | 0.00% | -50.0% | |
| KBA | Buy | Kraneshares Bosera Msci China A 50 Connect Idx Etf Kraneshars Br Ms CH Cn Inbosera msci chin | $3,219 | +107200.0% | 124 | +24.0% | 0.00% | 0.0% |
| SWTX | New | SPRINGWORKS THERAPEUTICS INC | $2,625 | – | 102 | +100.0% | 0.00% | – |
| LUV | Southwest Airls Co Com | $3,124 | +104033.3% | 96 | 0.0% | 0.00% | 0.0% | |
| SPEM | Spdr Portfolio Emerging Markets Etf Index Shares Emerg Marktportfolio emg mk | $3,550 | +118233.3% | 104 | 0.0% | 0.00% | 0.0% | |
| BLDR | Builders Firstsource Inc | $2,397 | +119750.0% | 27 | 0.0% | 0.00% | 0.0% | |
| Sell | Brookfield Asset Management Ltd Mngmt CLASS A CORP COMMON | $3,828 | +54585.7% | 117 | -51.9% | 0.00% | -66.7% | |
| WDC | Western Digital Corp Com | $3,729 | +124200.0% | 99 | 0.0% | 0.00% | 0.0% | |
| BIOB | BIO-RAD Laboratories INC Class Acl b | $1,392 | +139100.0% | 3 | 0.0% | 0.00% | – | |
| BEAM | New | BEAM THERAPEUTICS INC COM | $2,970 | – | 97 | +100.0% | 0.00% | – |
| ORI | Old Rep Intl Corp Com | $2,772 | +92300.0% | 111 | 0.0% | 0.00% | 0.0% | |
| SHAK | Shake Shack Inc Cl Acl a | $3,884 | +129366.7% | 70 | 0.0% | 0.00% | 0.0% | |
| BIDU | Baidu Com Incspon adr rep a | $1,811 | +181000.0% | 12 | 0.0% | 0.00% | – | |
| AVNS | Avanos Med Inc | $3,718 | +123833.3% | 125 | 0.0% | 0.00% | 0.0% | |
| LENB | Lennar Corp Class Bcl b | $179 | +17800.0% | 2 | 0.0% | 0.00% | – | |
| EQT | Eqt Corp Common | $1,244 | +124300.0% | 39 | 0.0% | 0.00% | – | |
| SEE | Sell | Sealed Air Corp | $1,194 | +39700.0% | 26 | -55.2% | 0.00% | -100.0% |
| MDWT | Exit | Midwest Holdings INC Hldg CORP COMMON | $0 | – | -6 | -100.0% | 0.00% | – |
| AFIN | American Financial Trust Class A | $842 | +84100.0% | 134 | 0.0% | 0.00% | – | |
| BHF | Brighthouse Finl Inc Common | $750 | +74900.0% | 17 | 0.0% | 0.00% | – | |
| NKTX | New | NKARTA INC | $806 | – | 227 | +100.0% | 0.00% | – |
| ATUS | Altice USA Inccl a | $1,221 | +60950.0% | 357 | 0.0% | 0.00% | -100.0% | |
| Orion Office REIT Inc | $1,072 | +107100.0% | 160 | 0.0% | 0.00% | – | ||
| NFG | New | National Fuel Gas Co. | $1,097 | – | 19 | +100.0% | 0.00% | – |
| VIAC | New | Viacomcbs Inc CL Bcl b | $692 | – | 31 | +100.0% | 0.00% | – |
| CHX | Championx Corp COMMON | $1,357 | +135600.0% | 50 | 0.0% | 0.00% | – | |
| ATI | Allegheny Technologies Inc | $1,342 | +134100.0% | 34 | 0.0% | 0.00% | – | |
| ASIX | Advansix INC CORP COMMON | $765 | +76400.0% | 20 | 0.0% | 0.00% | – | |
| UNIT | New | Uniti Group Inc Common | $1,179 | – | 332 | +100.0% | 0.00% | – |
| Embecta Corp | $1,237 | +123600.0% | 44 | 0.0% | 0.00% | – | ||
| INFY | Exit | Infosys LTD ADRsponsored adr | $0 | – | -168 | -100.0% | -0.00% | – |
| FMS | Exit | Fresenius Medical Aktiengesellschaftsponsored adr | $0 | – | -110 | -100.0% | -0.00% | – |
| CS | Exit | Credit Suisse Group Ag Grp ADR Reptg One CORP COMMONsponsored adr | $0 | – | -1,902 | -100.0% | -0.00% | – |
| FTS | Exit | Fortis INC CORP COMMON | $0 | – | -131 | -100.0% | -0.00% | – |
| QRVO | Exit | Qorvo INC CORP COMMON | $0 | – | -43 | -100.0% | -0.00% | – |
| ETSY | Exit | Etsy Inc | $0 | – | -77 | -100.0% | -0.00% | – |
| HZNP | Exit | Horizon Pharma PLC | $0 | – | -83 | -100.0% | -0.00% | – |
| ITT | Exit | Itt INC CORP COMMON | $0 | – | -122 | -100.0% | -0.00% | – |
| NVEC | Exit | NVE Corp | $0 | – | -200 | -100.0% | -0.01% | – |
| CYRX | Exit | Cryoport Inc | $0 | – | -728 | -100.0% | -0.01% | – |
| ISTB | Exit | Ishares Core 1-5 year USD Bond ETFcore 1 5 yr usd | $0 | – | -325 | -100.0% | -0.01% | – |
| JNPR | Exit | Juniper Networks Inc Com | $0 | – | -455 | -100.0% | -0.01% | – |
| SCHO | Exit | Schwab Strategic Tr Sht Tm US Tressht tm us tres | $0 | – | -723 | -100.0% | -0.01% | – |
| SPDW | Exit | SPDR Index Shs Fdsportfolio devlpd | $0 | – | -1,233 | -100.0% | -0.01% | – |
| MBSD | Exit | Flexshares Disciplined Durationdiscp dur mbs | $0 | – | -3,000 | -100.0% | -0.02% | – |
| KRE | Exit | Spdr Kbw Regional Banking (Etf) S&p Etfs&p regl bkg | $0 | – | -6,000 | -100.0% | -0.14% | – |
| LIN | Exit | Linde Plc CORP COMMON | $0 | – | -1,306 | -100.0% | -0.16% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-04-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Berkshire Hathaway Inc Del Cl A | 21 | Q3 2023 | 32.4% |
| iShares Tr Midcap Index FD | 21 | Q3 2023 | 3.2% |
| Microsoft Corp Com | 21 | Q3 2023 | 2.8% |
| Apple Computer Inc Com | 21 | Q3 2023 | 3.3% |
| SPDR Tr Unit Ser 1 | 21 | Q3 2023 | 2.5% |
| Berkshire Hathaway Inc Del Cl B New | 21 | Q3 2023 | 2.5% |
| iShares S&P 500 Barra Value | 21 | Q3 2023 | 2.6% |
| iShares Tr MSCI Eafe Idx | 21 | Q3 2023 | 1.8% |
| Vanguard 500 Index Fund ETF | 21 | Q3 2023 | 4.4% |
| Vanguard Total Bond Mkt | 21 | Q3 2023 | 2.4% |
View Pinnacle Bancorp, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-16 |
| 13F-HR | 2024-01-25 |
| 13F-HR | 2023-10-18 |
| 13F-HR | 2023-07-14 |
| 13F-HR | 2023-04-14 |
| 13F-HR | 2023-01-24 |
| 13F-HR | 2022-10-25 |
| 13F-HR | 2022-07-12 |
| 13F-HR | 2022-04-14 |
| 13F-HR | 2022-01-19 |
View Pinnacle Bancorp, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.