$803 Million is the total value of EverSource Wealth Advisors, LLC's 4762 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 0.2% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| DFUS | DIMENSIONAL U.S. EQUITY ETFetf | $4,061,857 | +6.8% | 91,421 | 0.0% | 0.51% | -12.2% | |
| DFAS | DIMENSIONAL U.S. SMALL CAP ETFetf | $1,303,895 | +3.0% | 24,742 | 0.0% | 0.16% | -15.6% | |
| IEI | ISHARES 3-7 YEAR TREASURY BOND ETFetf | $609,722 | +2.4% | 5,183 | 0.0% | 0.08% | -15.6% | |
| AMLP | ALERIAN MLP ETFetf | $452,707 | +1.5% | 11,713 | 0.0% | 0.06% | -17.6% | |
| AON | AON PLC SHS CL Astock | $308,521 | +5.1% | 978 | 0.0% | 0.04% | -13.6% | |
| VEU | Vanguard FTSE All-World Ex-US Index Fund ETFetf | $265,639 | +6.6% | 4,968 | 0.0% | 0.03% | -13.2% | |
| LW | LAMB WESTON HLDGS INC COMstock | $247,817 | +17.0% | 2,371 | 0.0% | 0.03% | -3.1% | |
| OUNZ | VANECK MERK GOLD TRUSTetf | $204,160 | +8.0% | 10,689 | 0.0% | 0.02% | -13.8% | |
| ENB | ENBRIDGE INC COMstock | $199,237 | -2.4% | 5,222 | 0.0% | 0.02% | -19.4% | |
| MAIN | MAIN STR CAP CORP COMcef | $164,785 | +6.8% | 4,176 | 0.0% | 0.02% | -8.7% | |
| BJUL | INNOVATOR U.S. EQUITY BUFFER ETF - JULYetf | $166,290 | +5.7% | 5,090 | 0.0% | 0.02% | -12.5% | |
| IWN | ISHARES RUSSELL 2000 VALUE ETFetf | $154,559 | -1.2% | 1,128 | 0.0% | 0.02% | -20.8% | |
| ARES | ARES MANAGEMENT CORPORATION CL A COM STKstock | $156,033 | +21.9% | 1,870 | 0.0% | 0.02% | 0.0% | |
| LANC | LANCASTER COLONY CORP COMstock | $146,682 | +2.8% | 723 | 0.0% | 0.02% | -18.2% | |
| FOF | COHEN & STEERS CLOSED-END OPPO COMcef | $134,096 | +4.9% | 12,235 | 0.0% | 0.02% | -10.5% | |
| DNP | DNP SELECT INCOME FD INC COMcef | $126,179 | -2.0% | 11,450 | 0.0% | 0.02% | -20.0% | |
| EME | EMCOR GROUP INC COMstock | $118,691 | +9.8% | 730 | 0.0% | 0.02% | -6.2% | |
| WWE | WORLD WRESTLING ENTMT INC CL Astock | $113,254 | +33.2% | 1,241 | 0.0% | 0.01% | +7.7% | |
| WES | WESTERN MIDSTREAM PARTNERS LP COM UNIT LP INTstock | $109,488 | -1.8% | 4,152 | 0.0% | 0.01% | -17.6% | |
| IJK | ISHARES S&P MID-CAP 400 GROWTH ETFetf | $115,131 | +4.7% | 1,610 | 0.0% | 0.01% | -17.6% | |
| IYH | ISHARES U.S. HEALTHCARE ETFetf | $102,125 | -3.8% | 374 | 0.0% | 0.01% | -18.8% | |
| PRF | INVESCO FTSE RAFI US 1000 ETFetf | $102,221 | +1.1% | 652 | 0.0% | 0.01% | -13.3% | |
| IWP | ISHARES RUSSELL MID-CAP GROWTH ETFetf | $99,738 | +9.0% | 1,095 | 0.0% | 0.01% | -14.3% | |
| IPGP | IPG PHOTONICS CORP COMstock | $96,058 | +30.3% | 779 | 0.0% | 0.01% | +9.1% | |
| AGOX | ADAPTIVE ALPHA OPPORTUNITIES ETFetf | $88,825 | +6.3% | 4,076 | 0.0% | 0.01% | -15.4% | |
| XLG | INVESCO S&P 500 TOP 50 ETFetf | $87,567 | +12.5% | 282 | 0.0% | 0.01% | -8.3% | |
| MAPS | WM TECHNOLOGY INC COMstock | $85,188 | -15.9% | 100,316 | 0.0% | 0.01% | -26.7% | |
| SCHX | SCHWAB U.S. LARGE-CAP ETFetf | $84,551 | +7.1% | 1,748 | 0.0% | 0.01% | -8.3% | |
| TRTN | TRITON INTL LTD CL Astock | $79,973 | -8.1% | 1,265 | 0.0% | 0.01% | -23.1% | |
| TKC | TURKCELL ILETISIM HIZMETLERI SPON ADR NEWadr | $83,445 | -10.2% | 19,406 | 0.0% | 0.01% | -28.6% | |
| DON | WISDOMTREE U.S. MIDCAP DIVIDEND FUNDetf | $74,174 | -0.4% | 1,810 | 0.0% | 0.01% | -18.2% | |
| POCT | INNOVATOR U.S. EQUITY POWER BUFFER ETF - OCTOBERetf | $72,496 | +5.2% | 2,292 | 0.0% | 0.01% | -10.0% | |
| LVHD | FRANKLIN U.S. LOW VOLATILITY HIGH DIVIDEND INDEX ETFetf | $69,527 | -2.0% | 1,865 | 0.0% | 0.01% | -18.2% | |
| GHC | GRAHAM HLDGS CO COM CL Bstock | $75,672 | -1.4% | 127 | 0.0% | 0.01% | -25.0% | |
| VRT | VERTIV HOLDINGS CO COM CL Astock | $64,653 | +4.8% | 4,518 | 0.0% | 0.01% | -11.1% | |
| TRAEGER INC COMMON STOCKstock | $67,815 | +45.7% | 16,500 | 0.0% | 0.01% | +14.3% | ||
| RWO | SPDR DOW JONES GLOBAL REAL ESTATE ETFetf | $60,629 | +0.6% | 1,473 | 0.0% | 0.01% | -11.1% | |
| L | LOEWS CORP COMstock | $62,282 | -0.5% | 1,073 | 0.0% | 0.01% | -11.1% | |
| LDEM | ISHARES ESG MSCI EM LEADERS ETFetf | $66,793 | +6.8% | 1,467 | 0.0% | 0.01% | -11.1% | |
| ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETFetf | $56,232 | +6.8% | 621 | 0.0% | 0.01% | -12.5% | |
| JPS | NUVEEN PFD & INCOME SECS FD COMcef | $53,696 | -5.0% | 8,312 | 0.0% | 0.01% | -22.2% | |
| ALE | ALLETE INC COM NEWstock | $59,864 | -0.2% | 930 | 0.0% | 0.01% | -22.2% | |
| BACPRL | BK OF AMERICA CORP 7.25CNV PFD Lconvertible preferred | $58,388 | +0.7% | 50 | 0.0% | 0.01% | -22.2% | |
| SLAB | SILICON LABORATORIES INC COMstock | $54,978 | +29.1% | 314 | 0.0% | 0.01% | +16.7% | |
| DB | DEUTSCHE BANK A G NAMEN AKTstock | $56,400 | -11.4% | 5,524 | 0.0% | 0.01% | -30.0% | |
| SRCL | STERICYCLE INC COMstock | $53,248 | -12.6% | 1,221 | 0.0% | 0.01% | -22.2% | |
| SUN | SUNOCO LP/SUNOCO FIN CORP COM UT REP LPstock | $47,577 | +1.8% | 1,084 | 0.0% | 0.01% | -14.3% | |
| POR | PORTLAND GEN ELEC CO COM NEWstock | $48,645 | -0.2% | 995 | 0.0% | 0.01% | -14.3% | |
| OAS | CHORD ENERGY CORPORATION COM NEWstock | $49,264 | -1.6% | 366 | 0.0% | 0.01% | -25.0% | |
| PHILLIPS EDISON & CO INC COMMON STOCKreit | $44,363 | +2.5% | 1,360 | 0.0% | 0.01% | -14.3% | ||
| RNR | RENAISSANCERE HLDGS LTD COMstock | $41,671 | +8.7% | 208 | 0.0% | 0.01% | -16.7% | |
| DCI | DONALDSON INC COMstock | $36,656 | +11.0% | 561 | 0.0% | 0.01% | 0.0% | |
| DIGITAL WORLD ACQUISITION CORP CLASS A COMstock | $43,105 | -6.3% | 3,068 | 0.0% | 0.01% | -28.6% | ||
| MMP | MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LPstock | $37,494 | +8.1% | 691 | 0.0% | 0.01% | 0.0% | |
| IYC | ISHARES U.S. CONSUMER DISCRETIONARY ETFetf | $41,402 | +13.6% | 640 | 0.0% | 0.01% | -16.7% | |
| TFI | SPDR NUVEEN BLOOMBERG MUNICIPAL BOND ETFetf | $36,520 | +2.6% | 780 | 0.0% | 0.01% | 0.0% | |
| RH HEDGED MULTI-ASSET INCOME ETFetf | $40,111 | +1.4% | 5,169 | 0.0% | 0.01% | -16.7% | ||
| JPMORGAN INCOME ETFetf | $39,733 | +1.5% | 868 | 0.0% | 0.01% | -16.7% | ||
| HEI | HEICO CORP NEW COMstock | $36,774 | +11.3% | 215 | 0.0% | 0.01% | 0.0% | |
| HYT | BLACKROCK CORPOR HI YLD FD INC COMcef | $41,708 | -0.2% | 4,783 | 0.0% | 0.01% | -16.7% | |
| PEO | ADAM NAT RES FD INC COMcef | $41,901 | -5.7% | 2,038 | 0.0% | 0.01% | -28.6% | |
| LBTYK | LIBERTY GLOBAL PLC SHS CL Cstock | $39,965 | +4.9% | 1,961 | 0.0% | 0.01% | -16.7% | |
| FEDERAL RLTY INVT TR NEW SH BEN INT NEWreit | $38,544 | -2.2% | 390 | 0.0% | 0.01% | -16.7% | ||
| NR | NEWPARK RES INC COM PAR $.01NEWstock | $38,500 | -7.2% | 10,000 | 0.0% | 0.01% | -16.7% | |
| NUBD | NUVEEN ESG U.S. AGGREGATE BOND ETFetf | $37,234 | +2.7% | 1,666 | 0.0% | 0.01% | 0.0% | |
| CWENA | CLEARWAY ENERGY INC CL Astock | $31,141 | +0.4% | 1,037 | 0.0% | 0.00% | -20.0% | |
| CROX | CROCS INC COMstock | $33,127 | +16.6% | 262 | 0.0% | 0.00% | 0.0% | |
| IT | GARTNER INC COMstock | $30,948 | -3.1% | 95 | 0.0% | 0.00% | -20.0% | |
| FTAI AVIATION LTD SHSstock | $30,337 | +63.3% | 1,085 | 0.0% | 0.00% | +33.3% | ||
| SEIC | SEI INVTS CO COMstock | $34,070 | -1.3% | 592 | 0.0% | 0.00% | -20.0% | |
| DRI | DARDEN RESTAURANTS INC COMstock | $32,933 | +12.5% | 212 | 0.0% | 0.00% | 0.0% | |
| NVR | NVR INC COMstock | $33,434 | +20.8% | 6 | 0.0% | 0.00% | 0.0% | |
| PSLV | SPROTT PHYSICAL SILVER TR TR UNITcef | $33,594 | +1.2% | 4,028 | 0.0% | 0.00% | -20.0% | |
| AXTA | AXALTA COATING SYS LTD COMstock | $34,803 | +18.9% | 1,149 | 0.0% | 0.00% | 0.0% | |
| IWO | ISHARES RUSSELL 2000 GROWTH ETFetf | $35,384 | +5.7% | 156 | 0.0% | 0.00% | -20.0% | |
| TSLX | SIXTH STREET SPECIALTY LENDING COMcef | $33,727 | +2.8% | 1,843 | 0.0% | 0.00% | -20.0% | |
| CAE | CAE INC COMstock | $21,793 | +17.0% | 963 | 0.0% | 0.00% | 0.0% | |
| DBX | DROPBOX INC CL Astock | $20,539 | -3.4% | 950 | 0.0% | 0.00% | 0.0% | |
| EQC | EQUITY COMWLTH COM SH BEN INTreit | $21,456 | -17.1% | 1,036 | 0.0% | 0.00% | -25.0% | |
| FET | FORUM ENERGY TECHNOLOGIES INC COMstock | $23,090 | -13.8% | 908 | 0.0% | 0.00% | -25.0% | |
| CVY | INVESCO ZACKS MULTI-ASSET INCOME ETFetf | $21,923 | -0.3% | 1,040 | 0.0% | 0.00% | 0.0% | |
| QQQM | INVESCO NASDAQ 100 ETFetf | $27,062 | +20.5% | 205 | 0.0% | 0.00% | 0.0% | |
| IYF | ISHARES U.S. FINANCIALS ETFetf | $26,606 | -5.7% | 374 | 0.0% | 0.00% | -25.0% | |
| MLR | MILLER INDS INC TENN COM NEWstock | $23,366 | +32.6% | 661 | 0.0% | 0.00% | 0.0% | |
| NULG | NUVEEN ESG LARGE-CAP GROWTH ETFetf | $22,073 | +14.0% | 396 | 0.0% | 0.00% | 0.0% | |
| NULV | NUVEEN ESG LARGE-CAP VALUE ETFetf | $23,611 | -0.5% | 693 | 0.0% | 0.00% | -25.0% | |
| HYS | PIMCO 0-5 YEAR HIGH YIELD CORPORATE BOND INDEX ETFetf | $21,458 | +2.3% | 235 | 0.0% | 0.00% | 0.0% | |
| RNST | RENASANT CORP COMstock | $27,951 | -18.6% | 914 | 0.0% | 0.00% | -40.0% | |
| SCHA | SCHWAB U.S. SMALL-CAP ETFetf | $21,887 | +3.5% | 522 | 0.0% | 0.00% | 0.0% | |
| TNL | TRAVEL PLUS LEISURE CO COMstock | $21,795 | +7.7% | 556 | 0.0% | 0.00% | 0.0% | |
| WAL | WESTERN ALLIANCE BANCORP COMstock | $23,670 | -40.3% | 666 | 0.0% | 0.00% | -50.0% | |
| HEDJ | WISDOMTREE EUROPE HEDGED EQUITY FUNDetf | $21,868 | +17.5% | 266 | 0.0% | 0.00% | 0.0% | |
| LBTYA | LIBERTY GLOBAL PLC SHS CL Astock | $22,816 | +3.0% | 1,170 | 0.0% | 0.00% | 0.0% | |
| ATI | ATI INC COMstock | $14,758 | +32.1% | 374 | 0.0% | 0.00% | 0.0% | |
| INVE | IDENTIV INC COM NEWstock | $13,477 | -15.2% | 2,195 | 0.0% | 0.00% | 0.0% | |
| VO | VANGUARD MID-CAP ETFetf | $16,837 | +3.9% | 80 | 0.0% | 0.00% | 0.0% | |
| EVV | EATON VANCE LTD DURATION INCOM COMcef | $14,775 | +4.9% | 1,500 | 0.0% | 0.00% | 0.0% | |
| RAM | ARIES I ACQUISITION CORP CLASS A ORD SHSstock | $17,259 | +1.8% | 1,650 | 0.0% | 0.00% | -33.3% | |
| IYJ | ISHARES U.S. INDUSTRIALS ETFetf | $15,024 | +3.8% | 150 | 0.0% | 0.00% | 0.0% | |
| CDAY | CERIDIAN HCM HLDG INC COMstock | $18,818 | +14.1% | 257 | 0.0% | 0.00% | 0.0% | |
| NEOG | NEOGEN CORP COMstock | $15,761 | +21.6% | 851 | 0.0% | 0.00% | 0.0% | |
| MLM | MARTIN MARIETTA MATLS INC COMstock | $13,493 | +5.1% | 38 | 0.0% | 0.00% | 0.0% | |
| NCZ | VIRTUS CONVERTIBLE & INC FD II COMcef | $13,896 | +4.2% | 4,632 | 0.0% | 0.00% | 0.0% | |
| AYI | ACUITY BRANDS INC COMstock | $19,552 | +10.3% | 107 | 0.0% | 0.00% | -33.3% | |
| CENTA | CENTRAL GARDEN & PET CO CL A NON-VTGstock | $13,284 | +9.1% | 340 | 0.0% | 0.00% | 0.0% | |
| RES | RPC INC COMstock | $15,672 | -13.5% | 2,038 | 0.0% | 0.00% | -33.3% | |
| RPT | RPT REALTY SH BEN INTreit | $12,753 | -5.3% | 1,341 | 0.0% | 0.00% | 0.0% | |
| SPYV | SPDR PORTFOLIO S&P 500 VALUE ETFetf | $17,917 | +4.7% | 440 | 0.0% | 0.00% | -33.3% | |
| PAA | PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTNstock | $16,835 | +6.0% | 1,350 | 0.0% | 0.00% | 0.0% | |
| MOD | MODINE MFG CO COMstock | $13,992 | +16.1% | 607 | 0.0% | 0.00% | 0.0% | |
| SMFG | SUMITOMO MITSUI FINL GROUP INC SPONSORED ADRadr | $15,040 | -0.3% | 1,880 | 0.0% | 0.00% | 0.0% | |
| SSTK | SHUTTERSTOCK INC COMstock | $13,358 | +37.7% | 184 | 0.0% | 0.00% | +100.0% | |
| NZF | NUVEEN MUNICIPAL CREDIT INC FD COM SH BEN INTcef | $15,535 | -1.1% | 1,300 | 0.0% | 0.00% | 0.0% | |
| JRS | NUVEEN REAL ESTATE INCOME FD COMcef | $13,446 | -1.2% | 1,800 | 0.0% | 0.00% | 0.0% | |
| LGLV | SPDR SSGA US LARGE CAP LOW VOLATILITY INDEX ETFetf | $12,722 | +0.9% | 93 | 0.0% | 0.00% | 0.0% | |
| SIGI | SELECTIVE INS GROUP INC COMstock | $14,300 | +7.6% | 150 | 0.0% | 0.00% | 0.0% | |
| GL | GLOBE LIFE INC COMstock | $15,293 | -8.7% | 139 | 0.0% | 0.00% | -33.3% | |
| WIX | WIX COM LTD SHSstock | $14,970 | +29.9% | 150 | 0.0% | 0.00% | 0.0% | |
| SDOG | ALPS SECTOR DIVIDEND DOGS ETFetf | $16,640 | -0.5% | 325 | 0.0% | 0.00% | -33.3% | |
| EXPRO GROUP HOLDINGS NV COMstock | $12,503 | +1.3% | 681 | 0.0% | 0.00% | 0.0% | ||
| GAIN | GLADSTONE INVT CORP COMcef | $15,900 | +2.6% | 1,200 | 0.0% | 0.00% | 0.0% | |
| PLUS | EPLUS INC COMstock | $13,241 | +10.7% | 270 | 0.0% | 0.00% | 0.0% | |
| VTIP | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETFetf | $14,000 | +2.4% | 293 | 0.0% | 0.00% | 0.0% | |
| SCHM | SCHWAB U.S. MID-CAP ETFetf | $13,231 | +3.4% | 195 | 0.0% | 0.00% | 0.0% | |
| NUDM | NUVEEN ESG INTERNATIONAL DEVELOPED MARKETS EQUITY ETFetf | $19,712 | +9.0% | 701 | 0.0% | 0.00% | -33.3% | |
| SPHD | INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETFetf | $16,884 | -3.7% | 400 | 0.0% | 0.00% | -33.3% | |
| DWM | WISDOMTREE INTERNATIONAL EQUITY FUNDetf | $16,162 | +5.7% | 325 | 0.0% | 0.00% | 0.0% | |
| NUHY | NUVEEN ESG HIGH YIELD CORPORATE BOND ETFetf | $13,469 | +2.4% | 649 | 0.0% | 0.00% | 0.0% | |
| FUSB | FIRST US BANCSHARES INC COMstock | $15,753 | -13.8% | 2,106 | 0.0% | 0.00% | -33.3% | |
| BSEP | INNOVATOR U.S. EQUITY BUFFER ETF - SEPTEMBERetf | $15,769 | +5.9% | 491 | 0.0% | 0.00% | 0.0% | |
| URTH | ISHARES MSCI WORLD ETFetf | $13,414 | +7.7% | 114 | 0.0% | 0.00% | 0.0% | |
| BJRI | BJS RESTAURANTS INC COMstock | $6,061 | +10.5% | 208 | 0.0% | 0.00% | 0.0% | |
| DUTCH BROS INC CL Astock | $5,535 | +12.2% | 175 | 0.0% | 0.00% | 0.0% | ||
| VTWO | VANGUARD RUSSELL 2000 ETFetf | $4,613 | +2.4% | 64 | 0.0% | 0.00% | 0.0% | |
| RAMP | LIVERAMP HLDGS INC COMstock | $6,140 | -6.4% | 280 | 0.0% | 0.00% | 0.0% | |
| VRTV | VERITIV CORP COMstock | $11,622 | +11.0% | 86 | 0.0% | 0.00% | -50.0% | |
| DRD | DRDGOLD LIMITED SPON ADR REPSTGadr | $9,580 | +29.5% | 1,000 | 0.0% | 0.00% | 0.0% | |
| USTB | VICTORY PORTFOLIOS II VICTORYSHARES SHORT-TERM BOND ETFetf | $5,313 | +1.5% | 108 | 0.0% | 0.00% | 0.0% | |
| VMEO | VIMEO INC COMMON STOCKstock | $6,055 | +11.7% | 1,581 | 0.0% | 0.00% | 0.0% | |
| SPCE | VIRGIN GALACTIC HOLDINGS INC COMstock | $8,100 | +16.4% | 2,000 | 0.0% | 0.00% | 0.0% | |
| APP | APPLOVIN CORP COM CL Astock | $7,292 | +49.6% | 463 | 0.0% | 0.00% | 0.0% | |
| NMFC | NEW MTN FIN CORP COMcef | $11,257 | -1.6% | 925 | 0.0% | 0.00% | -50.0% | |
| RPD | RAPID7 INC COMstock | $6,703 | +35.1% | 146 | 0.0% | 0.00% | 0.0% | |
| AMSF | AMERISAFE INC COMstock | $4,944 | -5.8% | 101 | 0.0% | 0.00% | 0.0% | |
| WFCPRL | WELLS FARGO CO NEW PERP PFD CNV Aconvertible preferred | $5,881 | -0.7% | 5 | 0.0% | 0.00% | 0.0% | |
| CRMT | AMERICAS CAR-MART INC COMstock | $4,515 | +9.6% | 57 | 0.0% | 0.00% | 0.0% | |
| LITE | LUMENTUM HLDGS INC COMstock | $11,180 | +3.5% | 207 | 0.0% | 0.00% | -50.0% | |
| DOCN | DIGITALOCEAN HLDGS INC COMstock | $5,836 | +53.8% | 149 | 0.0% | 0.00% | 0.0% | |
| REZI | RESIDEO TECHNOLOGIES INC COMstock | $4,076 | +11.1% | 223 | 0.0% | 0.00% | 0.0% | |
| DTH | WISDOMTREE INTERNATIONAL HIGH DIVIDEND FUNDetf | $7,530 | +5.0% | 200 | 0.0% | 0.00% | 0.0% | |
| EMCB | WISDOMTREE EMERGING MARKETS CORPORATE BOND FUNDetf | $5,045 | +0.6% | 81 | 0.0% | 0.00% | 0.0% | |
| YELP | YELP INC CL Astock | $5,250 | +12.3% | 171 | 0.0% | 0.00% | 0.0% | |
| YEXT | YEXT INC COMstock | $9,187 | +47.2% | 956 | 0.0% | 0.00% | 0.0% | |
| Z | ZILLOW GROUP INC CL C CAP STKstock | $6,582 | +38.1% | 148 | 0.0% | 0.00% | 0.0% | |
| ZIP | ZIPRECRUITER INC CL Astock | $4,639 | -2.9% | 291 | 0.0% | 0.00% | 0.0% | |
| CSTM | CONSTELLIUM SE CL A SHSstock | $7,671 | +29.2% | 502 | 0.0% | 0.00% | 0.0% | |
| INNOVATOR U.S. EQUITY ACCELERATED 9 BUFFER ETF - OCTOBERetf | $4,326 | +5.9% | 176 | 0.0% | 0.00% | 0.0% | ||
| RVT | ROYCE VALUE TR INC COMcef | $4,085 | +2.4% | 301 | 0.0% | 0.00% | 0.0% | |
| CLVT | CLARIVATE PLC ORD SHSstock | $5,155 | +12.6% | 549 | 0.0% | 0.00% | 0.0% | |
| ITGR | INTEGER HLDGS CORP COMstock | $4,495 | +13.2% | 58 | 0.0% | 0.00% | 0.0% | |
| JPSE | JPMORGAN DIVERSIFIED RETURN U.S. SMALL CAP EQUITY ETFetf | $9,566 | +2.9% | 240 | 0.0% | 0.00% | 0.0% | |
| GBX | GREENBRIER COS INC COMstock | $6,949 | -4.0% | 216 | 0.0% | 0.00% | 0.0% | |
| NG | NOVAGOLD RES INC COM NEWstock | $6,550 | +4.0% | 1,053 | 0.0% | 0.00% | 0.0% | |
| EBND | SPDR BLOOMBERG EMERGING MARKETS LOCAL BOND ETFetf | $4,414 | +3.2% | 208 | 0.0% | 0.00% | 0.0% | |
| SFL | SFL CORPORATION LTD SHSstock | $6,128 | +3.0% | 645 | 0.0% | 0.00% | 0.0% | |
| ASO | ACADEMY SPORTS & OUTDOORS INC COMstock | $5,416 | +24.2% | 83 | 0.0% | 0.00% | 0.0% | |
| SPNT | SIRIUSPOINT LTD COMstock | $8,764 | +37.8% | 1,078 | 0.0% | 0.00% | 0.0% | |
| AOD | ABRDN TOTAL DYNAMIC DIVIDEND COM SH BEN INTcef | $5,963 | +3.6% | 738 | 0.0% | 0.00% | 0.0% | |
| CAPL | CROSSAMERICA PARTNERS LP UT LTD PTN INTstock | $11,411 | +8.4% | 531 | 0.0% | 0.00% | -50.0% | |
| WTM | WHITE MTNS INS GROUP LTD COMstock | $8,265 | -2.6% | 6 | 0.0% | 0.00% | 0.0% | |
| XHB | SPDR S&P HOMEBUILDERS ETFetf | $7,792 | +12.3% | 115 | 0.0% | 0.00% | 0.0% | |
| AZZ | AZZ INC COMstock | $10,186 | +2.6% | 247 | 0.0% | 0.00% | -50.0% | |
| COTY | COTY INC COM CL Astock | $8,237 | +40.9% | 683 | 0.0% | 0.00% | 0.0% | |
| XOP | SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETFetf | $9,442 | -6.1% | 74 | 0.0% | 0.00% | -50.0% | |
| KEP | KOREA ELEC PWR CORP SPONSORED ADRadr | $7,558 | -19.7% | 1,089 | 0.0% | 0.00% | 0.0% | |
| AIR | AAR CORP COMstock | $7,746 | +21.5% | 142 | 0.0% | 0.00% | 0.0% | |
| JBSS | SANFILIPPO JOHN B & SON INC COMstock | $7,366 | +19.2% | 76 | 0.0% | 0.00% | 0.0% | |
| KOS | KOSMOS ENERGY LTD COMstock | $9,136 | +17.0% | 1,228 | 0.0% | 0.00% | 0.0% | |
| MNKD | MANNKIND CORP COM NEWstock | $4,100 | -22.2% | 1,000 | 0.0% | 0.00% | 0.0% | |
| TK | TEEKAY CORPORATION COMstock | $4,239 | +36.1% | 686 | 0.0% | 0.00% | – | |
| SOXX | ISHARES SEMICONDUCTOR ETFetf | $11,117 | +27.8% | 25 | 0.0% | 0.00% | 0.0% | |
| VVR | INVESCO SR INCOME TR COMcef | $9,200 | -3.9% | 2,500 | 0.0% | 0.00% | 0.0% | |
| PKW | INVESCO BUYBACK ACHIEVERS ETFetf | $8,507 | -0.6% | 100 | 0.0% | 0.00% | 0.0% | |
| PBE | INVESCO DYNAMIC BIOTECHNOLOGY & GENOME ETFetf | $6,842 | -1.1% | 109 | 0.0% | 0.00% | 0.0% | |
| NUEM | NUVEEN ESG EMERGING MARKETS EQUITY ETFetf | $8,007 | +5.6% | 298 | 0.0% | 0.00% | 0.0% | |
| KTOS | KRATOS DEFENSE & SEC SOLUTIONS COM NEWstock | $7,185 | +30.6% | 533 | 0.0% | 0.00% | 0.0% | |
| HWM | HOWMET AEROSPACE INC COMstock | $5,508 | +7.5% | 130 | 0.0% | 0.00% | 0.0% | |
| MCS | MARCUS CORP DEL COMstock | $5,024 | +11.2% | 314 | 0.0% | 0.00% | 0.0% | |
| OFED | OCONEE FED FINL CORP COMstock | $6,938 | -17.1% | 375 | 0.0% | 0.00% | 0.0% | |
| XLI | INDUSTRIAL SELECT SECTOR SPDR FUNDetf | $5,059 | +3.0% | 50 | 0.0% | 0.00% | 0.0% | |
| JLS | NUVEEN MORTGAGE AND INCOME FD COMcef | $7,980 | -1.4% | 500 | 0.0% | 0.00% | 0.0% | |
| OIS | OIL STS INTL INC COMstock | $10,413 | +11.7% | 1,250 | 0.0% | 0.00% | 0.0% | |
| CDE | COEUR MNG INC COM NEWstock | $6,899 | +18.8% | 1,729 | 0.0% | 0.00% | 0.0% | |
| KOF | COCA-COLA FEMSA SAB DE CV SPONSORD ADR REPadr | $9,416 | +18.6% | 117 | 0.0% | 0.00% | 0.0% | |
| MRVL | MARVELL TECHNOLOGY INC COMstock | $11,691 | +16.9% | 270 | 0.0% | 0.00% | -50.0% | |
| SIRI | SIRIUS XM HOLDINGS INC COMstock | $10,524 | -32.0% | 2,651 | 0.0% | 0.00% | -50.0% | |
| SIX | SIX FLAGS ENTMT CORP NEW COMstock | $6,678 | +14.9% | 250 | 0.0% | 0.00% | 0.0% | |
| AOS | SMITH A O CORP COMstock | $9,197 | +20.8% | 133 | 0.0% | 0.00% | 0.0% | |
| SMAR | SMARTSHEET INC COM CL Astock | $9,560 | +21.4% | 200 | 0.0% | 0.00% | 0.0% | |
| HI | HILLENBRAND INC COMstock | $6,945 | +11.8% | 146 | 0.0% | 0.00% | 0.0% | |
| GT | GOODYEAR TIRE & RUBR CO COMstock | $8,364 | +8.6% | 759 | 0.0% | 0.00% | 0.0% | |
| MATX | MATSON INC COMstock | $4,058 | -4.5% | 68 | 0.0% | 0.00% | 0.0% | |
| CHEF | CHEFS WHSE INC COMstock | $6,129 | +2.3% | 180 | 0.0% | 0.00% | 0.0% | |
| CAKE | CHEESECAKE FACTORY INC COMstock | $9,919 | +10.5% | 283 | 0.0% | 0.00% | 0.0% | |
| INDT | INDUS REALTY TRUST INC COMstock | $4,707 | +4.4% | 71 | 0.0% | 0.00% | 0.0% | |
| GBDC | GOLUB CAP BDC INC COMcef | $4,814 | +3.0% | 355 | 0.0% | 0.00% | 0.0% | |
| SPB | SPECTRUM BRANDS HLDGS INC NEW COMstock | $7,284 | +8.7% | 110 | 0.0% | 0.00% | 0.0% | |
| IGRO | ISHARES INTERNATIONAL DIVIDEND GROWTH ETFetf | $6,062 | +5.2% | 100 | 0.0% | 0.00% | 0.0% | |
| SPLK | SPLUNK INC COMstock | $4,315 | +11.4% | 45 | 0.0% | 0.00% | 0.0% | |
| CENT | CENTRAL GARDEN & PET CO COMstock | $8,171 | +9.6% | 199 | 0.0% | 0.00% | 0.0% | |
| SGDJ | SPROTT JUNIOR GOLD MINERS ETFetf | $10,038 | +15.8% | 300 | 0.0% | 0.00% | 0.0% | |
| CVE | CENOVUS ENERGY INC COMstock | $9,795 | -10.0% | 561 | 0.0% | 0.00% | -50.0% | |
| ORN | ORION GROUP HLDGS INC COMstock | $9,195 | +8.8% | 3,550 | 0.0% | 0.00% | 0.0% | |
| OSCR | OSCAR HEALTH INC CL Astock | $11,183 | +165.8% | 1,710 | 0.0% | 0.00% | 0.0% | |
| STRL | STERLING INFRASTRUCTURE INC COMstock | $5,682 | +15.5% | 150 | 0.0% | 0.00% | 0.0% | |
| ORCC | OWL ROCK CAPITAL CORPORATION COMcef | $9,647 | +9.2% | 765 | 0.0% | 0.00% | 0.0% | |
| ICLN | ISHARES GLOBAL CLEAN ENERGY ETFetf | $7,418 | -0.3% | 375 | 0.0% | 0.00% | 0.0% | |
| FTS | FORTIS INC COMstock | $7,315 | +6.2% | 172 | 0.0% | 0.00% | 0.0% | |
| CARS | CARS COM INC COMstock | $4,516 | +40.2% | 234 | 0.0% | 0.00% | – | |
| CRS | CARPENTER TECHNOLOGY CORP COMstock | $4,745 | +21.2% | 106 | 0.0% | 0.00% | 0.0% | |
| JOUT | JOHNSON OUTDOORS INC CL Astock | $6,112 | -4.7% | 97 | 0.0% | 0.00% | 0.0% | |
| LIT | GLOBAL X LITHIUM & BATTERY TECH ETFetf | $5,020 | +8.4% | 79 | 0.0% | 0.00% | 0.0% | |
| FOR | FORESTAR GROUP INC COMstock | $5,353 | +1.0% | 344 | 0.0% | 0.00% | 0.0% | |
| CTRE | CARETRUST REIT INC COMreit | $5,678 | +5.4% | 290 | 0.0% | 0.00% | 0.0% | |
| MSB | MESABI TR CTF BEN INTstock | $8,687 | +39.7% | 345 | 0.0% | 0.00% | 0.0% | |
| ENR | ENERGIZER HLDGS INC NEW COMstock | $9,890 | +3.4% | 285 | 0.0% | 0.00% | 0.0% | |
| FINX | GLOBAL X FINTECH ETFetf | $5,309 | +8.1% | 255 | 0.0% | 0.00% | 0.0% | |
| PVH | PVH CORPORATION COMstock | $4,280 | +26.3% | 48 | 0.0% | 0.00% | 0.0% | |
| PWS | PACER WEALTHSHIELD ETFetf | $4,333 | -5.5% | 160 | 0.0% | 0.00% | 0.0% | |
| TS | TENARIS S A SPONSORED ADSadr | $5,457 | -19.2% | 192 | 0.0% | 0.00% | 0.0% | |
| ICOW | PACER DEVELOPED MARKETS INTERNATIONAL CASH COWS 100 ETFetf | $5,187 | +8.8% | 175 | 0.0% | 0.00% | 0.0% | |
| CVI | CVR ENERGY INC COMstock | $9,801 | +4.6% | 299 | 0.0% | 0.00% | 0.0% | |
| MTX | MINERALS TECHNOLOGIES INC COMstock | $10,513 | -0.5% | 174 | 0.0% | 0.00% | -50.0% | |
| TIMB | TIM S A SPONSORED ADRadr | $8,504 | +6.1% | 688 | 0.0% | 0.00% | 0.0% | |
| TPIF | TIMOTHY PLAN INTERNATIONAL ETFetf | $12,020 | +7.4% | 481 | 0.0% | 0.00% | -50.0% | |
| IFGL | ISHARES INTERNATIONAL DEVELOPED REAL ESTATE ETFetf | $5,701 | -1.6% | 275 | 0.0% | 0.00% | 0.0% | |
| PEGA | PEGASYSTEMS INC COMstock | $6,884 | +41.6% | 142 | 0.0% | 0.00% | 0.0% | |
| TRUE | TRUECAR INC COMstock | $4,791 | -8.4% | 2,083 | 0.0% | 0.00% | 0.0% | |
| TRST | TRUSTCO BK CORP N Y COM NEWstock | $8,241 | -15.0% | 258 | 0.0% | 0.00% | 0.0% | |
| PNNT | PENNANTPARK INVT CORP COMcef | $9,726 | -8.2% | 1,842 | 0.0% | 0.00% | -50.0% | |
| TWST | TWIST BIOSCIENCE CORP COMstock | $7,540 | -36.7% | 500 | 0.0% | 0.00% | -50.0% | |
| MNTV | MOMENTIVE GLOBAL INC COMstock | $6,850 | +33.1% | 735 | 0.0% | 0.00% | 0.0% | |
| EFR | EATON VANCE SR FLTNG RTE TR COMcef | $6,787 | +3.6% | 599 | 0.0% | 0.00% | 0.0% | |
| EFT | EATON VANCE FLTING RATE INC TR COMcef | $4,316 | +3.8% | 375 | 0.0% | 0.00% | 0.0% | |
| UBSI | UNITED BANKSHARES INC WEST VA COMstock | $4,611 | -13.1% | 131 | 0.0% | 0.00% | 0.0% | |
| MOGA | MOOG INC CL Astock | $11,586 | +14.8% | 115 | 0.0% | 0.00% | -50.0% | |
| BRBS | BLUE RIDGE BANKSHARES INC VA COMstock | $9,496 | -18.3% | 931 | 0.0% | 0.00% | -50.0% | |
| GWRE | GUIDEWIRE SOFTWARE INC COMstock | $10,995 | +31.2% | 134 | 0.0% | 0.00% | 0.0% | |
| BLMN | BLOOMIN BRANDS INC COMstock | $4,130 | +27.5% | 161 | 0.0% | 0.00% | – | |
| UHT | UNIVERSAL HEALTH RLTY INCOME T SH BEN INTreit | $6,399 | +0.8% | 133 | 0.0% | 0.00% | 0.0% | |
| EXP | EAGLE MATLS INC COMstock | $9,686 | +10.5% | 66 | 0.0% | 0.00% | 0.0% | |
| PBI | PITNEY BOWES INC COMstock | $5,777 | +2.4% | 1,485 | 0.0% | 0.00% | 0.0% | |
| VOXX | VOXX INTL CORP CL Astock | $9,556 | +47.1% | 775 | 0.0% | 0.00% | 0.0% | |
| LECO | LINCOLN ELEC HLDGS INC COMstock | $5,411 | +17.0% | 32 | 0.0% | 0.00% | 0.0% | |
| MUR | MURPHY OIL CORP COMstock | $4,364 | -14.0% | 118 | 0.0% | 0.00% | 0.0% | |
| TCPC | BLACKROCK TCP CAPITAL CORP COMcef | $7,725 | -20.4% | 750 | 0.0% | 0.00% | 0.0% | |
| GDXJ | VANECK JUNIOR GOLD MINERS ETFetf | $4,345 | +10.8% | 110 | 0.0% | 0.00% | 0.0% | |
| DSU | BLACKROCK DEBT STRATEGIES FD I COM NEWcef | $8,017 | +3.4% | 843 | 0.0% | 0.00% | 0.0% | |
| BTZ | BLACKROCK CR ALLOCATION INCOME COMcef | $9,909 | +1.9% | 963 | 0.0% | 0.00% | 0.0% | |
| BOE | BLACKROCK ENHANCED GLOBAL DIVI COMcef | $4,230 | +3.9% | 426 | 0.0% | 0.00% | 0.0% | |
| MANU | MANCHESTER UTD PLC NEW ORD CL Astock | $1,041 | -5.1% | 47 | 0.0% | 0.00% | – | |
| NVCR | NOVOCURE LTD ORD SHSstock | $361 | -18.0% | 6 | 0.0% | 0.00% | – | |
| TGLS | TECNOGLASS INC ORD SHSstock | $2,140 | +36.4% | 51 | 0.0% | 0.00% | – | |
| TNP | TSAKOS ENERGY NAVIGATION LTD SHSstock | $835 | +14.7% | 43 | 0.0% | 0.00% | – | |
| AGD | ABRDN GLOBAL DYNAMIC DIVIDEND COMcef | $280 | -1.4% | 30 | 0.0% | 0.00% | – | |
| AWP | ABRDN GLOBAL PREMIER PPTYS FD COM SH BEN INTcef | $1,182 | +5.6% | 287 | 0.0% | 0.00% | – | |
| ARKX | ARK SPACE EXPLORATION & INNOVATION ETFetf | $700 | +12.9% | 50 | 0.0% | 0.00% | – | |
| ARKF | ARK FINTECH INNOVATION ETFetf | $527 | +31.8% | 28 | 0.0% | 0.00% | – | |
| RIG | TRANSOCEAN LTD REG SHSstock | $2,258 | +39.5% | 355 | 0.0% | 0.00% | – | |
| NEXA | NEXA RES S A COMstock | $615 | +4.1% | 98 | 0.0% | 0.00% | – | |
| CAMT | CAMTEK LTD ORDstock | $624 | +29.2% | 22 | 0.0% | 0.00% | – | |
| INMD | INMODE LTD SHSstock | $1,119 | -10.5% | 35 | 0.0% | 0.00% | – | |
| NVMI | NOVA LTD COMstock | $1,567 | +27.9% | 15 | 0.0% | 0.00% | – | |
| ADT | ADT INC DEL COMstock | $817 | -20.3% | 113 | 0.0% | 0.00% | – | |
| ASC | ARDMORE SHIPPING CORP COMstock | $877 | +3.2% | 59 | 0.0% | 0.00% | – | |
| DAC | DANAOS CORPORATION SHSstock | $546 | +3.6% | 10 | 0.0% | 0.00% | – | |
| DSX | DIANA SHIPPING INC COMstock | $534 | 0.0% | 137 | 0.0% | 0.00% | – | |
| LPG | DORIAN LPG LTD SHS USDstock | $2,871 | +5.2% | 144 | 0.0% | 0.00% | – | |
| GNK | GENCO SHIPPING & TRADING LTD SHSstock | $1,018 | +2.0% | 65 | 0.0% | 0.00% | – | |
| GLOP | GASLOG PARTNERS LP UNIT LTD PTNRPstock | $699 | +26.4% | 83 | 0.0% | 0.00% | – | |
| GSL | GLOBAL SHIP LEASE INC NEW COM CL Astock | $581 | +12.6% | 31 | 0.0% | 0.00% | – | |
| MAXN | MAXEON SOLAR TECHNOLOGIES LTD SHSstock | $4,008 | +65.3% | 151 | 0.0% | 0.00% | – | |
| SBLK | STAR BULK CARRIERS CORP. SHS PARstock | $570 | +9.8% | 27 | 0.0% | 0.00% | – | |
| HNP | HUANENG PWR INTL INC SPON ADR H SHSadr | $1,856 | 0.0% | 100 | 0.0% | 0.00% | – | |
| HIMX | HIMAX TECHNOLOGIES INC SPONSORED ADRadr | $732 | +30.9% | 90 | 0.0% | 0.00% | – | |
| INTF | ISHARES INTERNATIONAL EQUITY FACTOR ETFetf | $1,007 | +7.7% | 38 | 0.0% | 0.00% | – | |
| HEXO CORP COMstock | $1 | 0.0% | 1 | 0.0% | 0.00% | – | ||
| HT | HERSHA HOSPITALITY TR PR SHS BEN INTreit | $907 | -21.1% | 135 | 0.0% | 0.00% | – | |
| IPAC | ISHARES CORE MSCI PACIFIC ETFetf | $3,111 | +5.4% | 55 | 0.0% | 0.00% | – | |
| HFWA | HERITAGE FINL CORP WASH COMstock | $1,584 | -30.1% | 74 | 0.0% | 0.00% | – | |
| HCSG | HEALTHCARE SVCS GROUP INC COMstock | $2,150 | +15.6% | 155 | 0.0% | 0.00% | – | |
| JJSF | J & J SNACK FOODS CORP COMstock | $3,557 | -1.0% | 24 | 0.0% | 0.00% | -100.0% | |
| IZEA | IZEA WORLDWIDE INC COMstock | $5 | +25.0% | 7 | 0.0% | 0.00% | – | |
| JACOB FORWARD ETFetf | $831 | +7.4% | 100 | 0.0% | 0.00% | – | ||
| JKS | JINKOSOLAR HLDG CO LTD SPONSORED ADRadr | $2,296 | +24.8% | 45 | 0.0% | 0.00% | – | |
| HDB | HDFC BANK LTD SPONSORED ADSadr | $800 | -2.6% | 12 | 0.0% | 0.00% | – | |
| KKRPRC | KKR & CO INC 6 MCONV PFD Cconvertible preferred | $508 | +10.9% | 8 | 0.0% | 0.00% | – | |
| BZ | KANZHUN LIMITED SPONSORED ADSadr | $3,140 | -6.6% | 165 | 0.0% | 0.00% | -100.0% | |
| KMF | KAYNE ANDERSON NEXTGEN ENRGY COMcef | $399 | +2.0% | 52 | 0.0% | 0.00% | – | |
| KBH | KB HOME COMstock | $3,174 | +26.2% | 79 | 0.0% | 0.00% | – | |
| ASR | GRUPO AEROPORTUARIO DEL SUREST SPON ADR SER Badr | $2,145 | +31.5% | 7 | 0.0% | 0.00% | – | |
| KELYA | KELLY SVCS INC CL Astock | $1,078 | -1.9% | 65 | 0.0% | 0.00% | – | |
| KC | KINGSOFT CLOUD HLDGS LTD ADSadr | $2,285 | +132.2% | 257 | 0.0% | 0.00% | – | |
| KNSL | KINSALE CAP GROUP INC COMstock | $3,902 | +14.8% | 13 | 0.0% | 0.00% | -100.0% | |
| KIRK | KIRKLANDS INC COMstock | $143 | -13.3% | 50 | 0.0% | 0.00% | – | |
| LKFN | LAKELAND FINL CORP COMstock | $1,629 | -14.1% | 26 | 0.0% | 0.00% | – | |
| LE | LANDS END INC NEW COMstock | $29 | +26.1% | 3 | 0.0% | 0.00% | – | |
| GINKGO BIOWORKS HOLDINGS INC WT EXP 091626stock | $36 | -10.0% | 200 | 0.0% | 0.00% | – | ||
| GINKGO BIOWORKS HOLDINGS INC CL A SHSstock | $1,330 | -21.3% | 1,000 | 0.0% | 0.00% | – | ||
| LBRT | LIBERTY ENERGY INC COM CL Astock | $2,485 | -20.0% | 194 | 0.0% | 0.00% | – | |
| GAM | GENERAL AMERN INVS CO INC COMcef | $545 | +7.7% | 14 | 0.0% | 0.00% | – | |
| GDV | GABELLI DIVID & INCOME TR COMcef | $977 | +0.8% | 47 | 0.0% | 0.00% | – | |
| MCR | MFS CHARTER INCOME TR SH BEN INTcef | $3,220 | +2.3% | 512 | 0.0% | 0.00% | – | |
| MMT | MFS MULTIMARKET INCOME TR SH BEN INTcef | $3,464 | +0.7% | 763 | 0.0% | 0.00% | -100.0% | |
| MIN | MFS INTER INCOME TR SH BEN INTcef | $2,471 | +0.4% | 892 | 0.0% | 0.00% | – | |
| MGF | MFS GOVT MKTS INCOME TR SH BEN INTcef | $40 | 0.0% | 12 | 0.0% | 0.00% | – | |
| MVBF | MVB FINL CORP COMstock | $3,096 | -6.3% | 150 | 0.0% | 0.00% | -100.0% | |
| MAINSTAY CBRE GBL INFRSTR MEGA COMcef | $667 | +3.9% | 47 | 0.0% | 0.00% | – | ||
| FTAI INFRASTRUCTURE INC COMMON STOCKstock | $3,255 | +1.7% | 1,085 | 0.0% | 0.00% | – | ||
| FCEL | FUELCELL ENERGY INC COMstock | $143 | +2.9% | 50 | 0.0% | 0.00% | – | |
| FTDR | FRONTDOOR INC COMstock | $3,513 | +34.0% | 126 | 0.0% | 0.00% | – | |
| FTF | FRANKLIN LTD DURATION INCOME T COMcef | $161 | 0.0% | 26 | 0.0% | 0.00% | – | |
| MTNB | MATINAS BIOPHARMA HLDGS INC COMstock | $1,410 | -6.0% | 3,000 | 0.0% | 0.00% | – | |
| FCPT | FOUR CORNERS PPTY TR INC COMreit | $2,337 | +3.6% | 87 | 0.0% | 0.00% | – | |
| MCY | MERCURY GENL CORP NEW COMstock | $2,571 | -7.2% | 81 | 0.0% | 0.00% | – | |
| LKOR | Flexshares Credit Scored US Long Corporate Bond Index Fund ETFetf | $2,218 | +5.3% | 50 | 0.0% | 0.00% | – | |
| MPB | MID PENN BANCORP INC COMstock | $820 | -14.5% | 32 | 0.0% | 0.00% | – | |
| MSBI | MIDLAND STATES BANCORP INC COMstock | $793 | -19.5% | 37 | 0.0% | 0.00% | – | |
| MBT | MOBILE TELESYSTEMS PUB JT STK SPONSORED ADRadr | $0 | – | 424 | 0.0% | 0.00% | – | |
| FSR | FISKER INC CL A COM STKstock | $1,535 | -15.6% | 250 | 0.0% | 0.00% | – | |
| FSD | FIRST TR HIGH INCOME LONG / SH COMcef | $1,396 | -0.9% | 123 | 0.0% | 0.00% | – | |
| HYLS | FIRST TRUST TACTICAL HIGH YIELD ETFetf | $1,392 | +2.1% | 35 | 0.0% | 0.00% | – | |
| FPF | FIRST TR INTER DURATN PFD & IN COMcef | $2,399 | -6.4% | 152 | 0.0% | 0.00% | – | |
| MOV | MOVADO GROUP INC COMstock | $2,877 | -10.8% | 100 | 0.0% | 0.00% | – | |
| FR | FIRST INDL RLTY TR INC COMreit | $2,075 | +10.3% | 39 | 0.0% | 0.00% | – | |
| NCR | NCR CORP NEW COMstock | $283 | +0.7% | 12 | 0.0% | 0.00% | – | |
| NGL | NGL ENERGY PARTNERS LP COM UNIT REPSTstock | $725 | +139.3% | 250 | 0.0% | 0.00% | – | |
| NHI | NATIONAL HEALTH INVS INC COMreit | $1,805 | -1.3% | 35 | 0.0% | 0.00% | – | |
| NPK | NATIONAL PRESTO INDS INC COMstock | $3,749 | +5.3% | 52 | 0.0% | 0.00% | -100.0% | |
| NNI | NELNET INC CL Astock | $919 | +1.2% | 10 | 0.0% | 0.00% | – | |
| NHS | NEUBERGER BERMAN HIGH YIELD ST COMcef | $128 | 0.0% | 15 | 0.0% | 0.00% | – | |
| FATE | FATE THERAPEUTICS INC COMstock | $1,853 | -43.5% | 325 | 0.0% | 0.00% | – | |
| NKLA | NIKOLA CORP COMstock | $1,785 | -44.0% | 1,475 | 0.0% | 0.00% | – | |
| JWN | NORDSTROM INC COMstock | $2,441 | +0.8% | 150 | 0.0% | 0.00% | – | |
| FBK | FB FINL CORP COMstock | $1,585 | -14.0% | 51 | 0.0% | 0.00% | – | |
| EZPW | EZCORP INC CL A NON VTGstock | $989 | +5.5% | 115 | 0.0% | 0.00% | – | |
| EXLS | EXLSERVICE HOLDINGS INC COMstock | $3,075 | -4.5% | 19 | 0.0% | 0.00% | – | |
| EVTC | EVERTEC INC COMstock | $945 | +4.2% | 28 | 0.0% | 0.00% | – | |
| JPC | NUVEEN PFD & INCOME OPPORTUNIT COMcef | $105 | -9.5% | 16 | 0.0% | 0.00% | – | |
| JQC | NUVEEN CR STRATEGIES INCOME FD COM SHScef | $3,035 | +0.4% | 594 | 0.0% | 0.00% | – | |
| JRI | NUVEEN REAL ASSET INCOME & GRO COMcef | $2,477 | +0.3% | 211 | 0.0% | 0.00% | – | |
| JGH | NUVEEN GLOBAL HIGH INCOME FD SHScef | $444 | -1.3% | 40 | 0.0% | 0.00% | – | |
| NPCT | NUVEEN CORE PLUS IMPACT FUND COM BEN INTcef | $347 | -1.4% | 34 | 0.0% | 0.00% | – | |
| NUVB | NUVATION BIO INC COM CL Astock | $1,652 | -13.5% | 995 | 0.0% | 0.00% | – | |
| NUVEEN VRIABL RAT PFD & INM FD COMcef | $95 | -9.5% | 6 | 0.0% | 0.00% | – | ||
| NUSC | NUVEEN ESG SMALL-CAP ETFetf | $3,045 | +3.6% | 86 | 0.0% | 0.00% | – | |
| ETH | ETHAN ALLEN INTERIORS INC COMstock | $1,181 | +4.0% | 43 | 0.0% | 0.00% | – | |
| OFFERPAD SOLUTIONS INC COM CL Astock | $1,030 | +14.4% | 1,955 | 0.0% | 0.00% | – | ||
| OFFERPAD SOLUTIONS INC WT EXP 090126stock | $72 | +75.6% | 1,800 | 0.0% | 0.00% | – | ||
| OLO | OLO INC CL Astock | $702 | +30.5% | 86 | 0.0% | 0.00% | – | |
| ZEUS | OLYMPIC STEEL INC COMstock | $2,663 | +55.5% | 51 | 0.0% | 0.00% | – | |
| OMCL | OMNICELL COM COMstock | $880 | +16.4% | 15 | 0.0% | 0.00% | – | |
| OESX | ORION ENERGY SYS INC COMstock | $203 | +11.5% | 100 | 0.0% | 0.00% | – | |
| ENVA | ENOVA INTL INC COMstock | $2,444 | +15.8% | 55 | 0.0% | 0.00% | – | |
| PJT | PJT PARTNERS INC COM CL Astock | $794 | -2.1% | 11 | 0.0% | 0.00% | – | |
| EBF | ENNIS INC COMstock | $970 | -4.8% | 46 | 0.0% | 0.00% | – | |
| ISD | PGIM HIGH YIELD BOND FUND INC COMcef | $2,208 | +2.8% | 181 | 0.0% | 0.00% | – | |
| GHY | PGIM GLOBAL HIGH YIELD FD FORM COMcef | $3,181 | +1.2% | 290 | 0.0% | 0.00% | – | |
| SDHY | PGIM SHORT DUR HIG YLD OPP FD COMcef | $267 | +1.1% | 18 | 0.0% | 0.00% | – | |
| SRVR | PACER DATA & INFRASTRUCTURE REAL ESTATE ETFetf | $297 | +2.4% | 10 | 0.0% | 0.00% | – | |
| ENACT HLDGS INC COMstock | $914 | -5.3% | 40 | 0.0% | 0.00% | – | ||
| ESRT | EMPIRE ST RLTY TR INC CL Areit | $156 | -3.7% | 24 | 0.0% | 0.00% | – | |
| PK | PARK HOTELS & RESORTS INC COMreit | $420 | +4.7% | 34 | 0.0% | 0.00% | – | |
| PSN | PARSONS CORP DEL COMstock | $1,029 | -3.3% | 23 | 0.0% | 0.00% | – | |
| PDCO | PATTERSON COS INC COMstock | $883 | -4.5% | 33 | 0.0% | 0.00% | – | |
| PCTY | PAYLOCITY HLDG CORP COMstock | $1,193 | +2.3% | 6 | 0.0% | 0.00% | – | |
| PVAC | RANGER OIL CORPORATION CLASS A COMstock | $2,900 | +1.0% | 71 | 0.0% | 0.00% | – | |
| PRFT | PERFICIENT INC COMstock | $1,805 | +3.4% | 25 | 0.0% | 0.00% | – | |
| PERMIAN RESOURCES CORP CLASS A COMstock | $1,271 | +11.8% | 121 | 0.0% | 0.00% | – | ||
| PHK | PIMCO HIGH INCOME FD COM SHScef | $3,578 | +0.8% | 750 | 0.0% | 0.00% | -100.0% | |
| EGP | EASTGROUP PPTYS INC COMreit | $1,653 | +11.6% | 10 | 0.0% | 0.00% | – | |
| MJ | ETFMG ALTERNATIVE HARVEST ETFMG ALTERNATIVE HARVESTetf | $246 | -17.4% | 70 | 0.0% | 0.00% | – | |
| SILJ | ETFMG PRIME JUNIOR SILVER MINERS ETFMG PRIME JUNIOR SILVER MINERS FUNDetf | $2,780 | +5.4% | 250 | 0.0% | 0.00% | – | |
| POST | POST HLDGS INC COMstock | $989 | -0.4% | 11 | 0.0% | 0.00% | – | |
| DURECT CORP COM NEWstock | $453 | +30.9% | 100 | 0.0% | 0.00% | – | ||
| PCOR | PROCORE TECHNOLOGIES INC COMstock | $1,691 | +32.7% | 27 | 0.0% | 0.00% | – | |
| PRG | PROG HOLDINGS INC COM NPVstock | $3,212 | +40.9% | 135 | 0.0% | 0.00% | – | |
| PRGS | PROGRESS SOFTWARE CORP COMstock | $3,562 | +13.9% | 62 | 0.0% | 0.00% | – | |
| UYG | PROSHARES ULTRA FINANCIALSetf | $42 | -8.7% | 1 | 0.0% | 0.00% | – | |
| UCO | ProShares Ultra Bloomberg Crude Oil ETFetf | $3,494 | -12.7% | 132 | 0.0% | 0.00% | -100.0% | |
| DCO | DUCOMMUN INC DEL COMstock | $1,204 | +9.6% | 22 | 0.0% | 0.00% | – | |
| PPT | PUTNAM PREMIER INCOME TR SH BEN INTcef | $1,381 | -1.9% | 388 | 0.0% | 0.00% | – | |
| DSL | DOUBLELINE INCOME SOLUTIONS FD COMcef | $91 | +2.2% | 8 | 0.0% | 0.00% | – | |
| DORM | DORMAN PRODS INC COMstock | $1,811 | +6.7% | 21 | 0.0% | 0.00% | – | |
| ROLL | RBC BEARINGS INC COMstock | $2,327 | +11.1% | 10 | 0.0% | 0.00% | – | |
| DHC | DIVERSIFIED HEALTHCARE TR COM SH BEN INTreit | $31 | +106.7% | 23 | 0.0% | 0.00% | – | |
| REG | REGENCY CTRS CORP COMreit | $2,508 | -2.1% | 41 | 0.0% | 0.00% | – | |
| DFAU | DIMENSIONAL US CORE EQUITY MARKET ETFetf | $261 | +7.0% | 9 | 0.0% | 0.00% | – | |
| DCOM | DIME CMNTY BANCSHARES INC COMstock | $1,295 | -28.6% | 57 | 0.0% | 0.00% | – | |
| REYN | REYNOLDS CONSUMER PRODS INC COMstock | $2,970 | -8.3% | 108 | 0.0% | 0.00% | – | |
| OPP | RIVERNORTH DOUBLELINE STRATE COMcef | $633 | -1.4% | 74 | 0.0% | 0.00% | – | |
| XRAY | DENTSPLY SIRONA INC COMstock | $1,689 | +23.4% | 43 | 0.0% | 0.00% | – | |
| DENN | DENNYS CORP COMstock | $3,995 | +21.2% | 358 | 0.0% | 0.00% | – | |
| RMT | ROYCE MICRO-CAP TR INC COMcef | $561 | +0.9% | 64 | 0.0% | 0.00% | – | |
| RHP | RYMAN HOSPITALITY PPTYS INC COMreit | $538 | +9.6% | 6 | 0.0% | 0.00% | – | |
| RWX | SPDR DOW JONES INTERNATIONAL REAL ESTATE ETFetf | $1,051 | -1.9% | 40 | 0.0% | 0.00% | – | |
| CRVL | CORVEL CORP COMstock | $2,093 | +30.9% | 11 | 0.0% | 0.00% | – | |
| SRPT | SAREPTA THERAPEUTICS INC COMstock | $2,343 | +6.4% | 17 | 0.0% | 0.00% | – | |
| SNDR | SCHNEIDER NATIONAL INC CL Bstock | $1,070 | +14.3% | 40 | 0.0% | 0.00% | – | |
| CIG | CIA ENERGETICA DE MINAS GERAIS SP ADR N-V PFDadr | $3,851 | +10.3% | 1,719 | 0.0% | 0.00% | -100.0% | |
| SBCF | SEACOAST BKG CORP FLA COM NEWstock | $1,469 | -24.0% | 62 | 0.0% | 0.00% | – | |
| SEAS | SEAWORLD ENTMT INC COMstock | $1,410 | +14.5% | 23 | 0.0% | 0.00% | – | |
| PTA | COHEN & STEERS TAX ADVAN PFD S COMcef | $1,662 | +1.2% | 93 | 0.0% | 0.00% | – | |
| COHEN & STEERS REAL ESTATE OPP SHS BENFIN INTcef | $134 | -0.7% | 10 | 0.0% | 0.00% | – | ||
| LDP | COHEN & STEERS LTD DURATION PF COMcef | $125 | -6.0% | 7 | 0.0% | 0.00% | – | |
| RNP | COHEN & STEERS REIT & PFD & IN COMcef | $176 | -3.8% | 9 | 0.0% | 0.00% | – | |
| SCI | SERVICE CORP INTL COMstock | $3,301 | -0.5% | 48 | 0.0% | 0.00% | -100.0% | |
| SIGA | SIGA TECHNOLOGIES INC COMstock | $1,484 | -21.9% | 258 | 0.0% | 0.00% | – | |
| SIMO | SILICON MOTION TECHNOLOGY CORP SPONSORED ADRadr | $590 | +0.9% | 9 | 0.0% | 0.00% | – | |
| CIDM | CINEDIGM CORP COM NEW CL Astock | $84 | +7.7% | 200 | 0.0% | 0.00% | – | |
| CIM | CHIMERA INVT CORP COM NEWreit | $3,384 | +2.5% | 600 | 0.0% | 0.00% | – | |
| SOMALOGIC INC CLASS A COMstock | $2,644 | +1.6% | 1,037 | 0.0% | 0.00% | – | ||
| SBSI | SOUTHSIDE BANCSHARES INC COMstock | $1,660 | -7.8% | 50 | 0.0% | 0.00% | – | |
| CHPT | CHARGEPOINT HOLDINGS INC COM CL Astock | $3,665 | +9.9% | 350 | 0.0% | 0.00% | -100.0% | |
| STN | STANTEC INC COMstock | $3,213 | +21.8% | 55 | 0.0% | 0.00% | – | |
| CLS | CELESTICA INC SUB VTG SHSstock | $1,625 | +14.4% | 126 | 0.0% | 0.00% | – | |
| SAVA | CASSAVA SCIENCES INC COMstock | $121 | -18.2% | 5 | 0.0% | 0.00% | – | |
| CWST | CASELLA WASTE SYS INC CL Astock | $992 | +4.2% | 12 | 0.0% | 0.00% | – | |
| CMAX | CAREMAX INC COM CL Astock | $497 | -26.8% | 186 | 0.0% | 0.00% | – | |
| TNDM | TANDEM DIABETES CARE INC COM NEWstock | $406 | -9.8% | 10 | 0.0% | 0.00% | – | |
| TEI | TEMPLETON EMERGING MKTS INCOME COMcef | $634 | -7.6% | 125 | 0.0% | 0.00% | – | |
| GIM | TEMPLETON GLOBAL INCOME FD COMcef | $1,632 | +1.6% | 371 | 0.0% | 0.00% | – | |
| TTI | TETRA TECHNOLOGIES INC DEL COMstock | $1,097 | -23.4% | 414 | 0.0% | 0.00% | – | |
| CSWI | CSW INDUSTRIALS INC COMstock | $2,084 | +19.8% | 15 | 0.0% | 0.00% | – | |
| CSGS | CSG SYS INTL INC COMstock | $2,041 | -6.1% | 38 | 0.0% | 0.00% | – | |
| CKX | CKX LDS INC COMstock | $3,772 | -5.2% | 400 | 0.0% | 0.00% | -100.0% | |
| TR | TOOTSIE ROLL INDS INC COMstock | $3,817 | +5.5% | 85 | 0.0% | 0.00% | -100.0% | |
| TY | TRI CONTL CORP COMcef | $1,009 | +3.6% | 38 | 0.0% | 0.00% | – | |
| TUYA | TUYA INC SPONSERED ADSadr | $567 | -1.0% | 300 | 0.0% | 0.00% | – | |
| TWOU | 2U INC COMstock | $2,226 | +9.2% | 325 | 0.0% | 0.00% | – | |
| UFPT | UFP TECHNOLOGIES INC COMstock | $1,039 | +10.2% | 8 | 0.0% | 0.00% | – | |
| BWG | BRANDYWINEGBL GBL INCM OPP FD COMcef | $2,332 | -2.3% | 293 | 0.0% | 0.00% | – | |
| BRC | BRADY CORP CL Astock | $3,976 | +14.1% | 74 | 0.0% | 0.00% | -100.0% | |
| BIF | SRH TOTAL RETURN FUND INC COMcef | $1,744 | -3.3% | 142 | 0.0% | 0.00% | – | |
| UFCS | UNITED FIRE GROUP INC COMstock | $1,434 | -2.9% | 54 | 0.0% | 0.00% | – | |
| BCOR | AVANTAX INC COMstock | $2,158 | +3.1% | 82 | 0.0% | 0.00% | – | |
| URG | UR-ENERGY INC COMstock | $477 | -7.9% | 450 | 0.0% | 0.00% | – | |
| UE | URBAN EDGE PPTYS COMreit | $587 | +6.7% | 39 | 0.0% | 0.00% | – | |
| EGY | VAALCO ENERGY INC COM NEWstock | $1,336 | -0.7% | 295 | 0.0% | 0.00% | – | |
| MTN | VAIL RESORTS INC COMstock | $935 | -1.9% | 4 | 0.0% | 0.00% | – | |
| BLACKROCK ESG CAP ALLC TERM SHS BEN INTcef | $2,716 | +16.2% | 174 | 0.0% | 0.00% | – | ||
| BCAT | BLACKROCK CAP ALLOCATION TERM COMcef | $2,453 | +9.2% | 162 | 0.0% | 0.00% | – | |
| BIGZ | BLACKROCK INNOVATION AND GRW SHS BEN INTcef | $1,895 | +17.9% | 236 | 0.0% | 0.00% | – | |
| BMEZ | BLACKROCK HEALTH SCIENCES TERM COM SHScef | $1,988 | +8.3% | 119 | 0.0% | 0.00% | – | |
| BGY | BLACKROCK ENHANCED INTL DIV TR COM BENE INTERcef | $578 | +7.6% | 107 | 0.0% | 0.00% | – | |
| BGR | BLACKROCK ENERGY & RES TR COMcef | $231 | -2.9% | 19 | 0.0% | 0.00% | – | |
| BHK | BLACKROCK CORE BD TR SHS BEN INTcef | $2,970 | +4.4% | 274 | 0.0% | 0.00% | – | |
| BYND | BEYOND MEAT INC COMstock | $81 | +30.6% | 5 | 0.0% | 0.00% | – | |
| VPL | VANGUARD FTSE PACIFIC ETFetf | $2,713 | +5.4% | 40 | 0.0% | 0.00% | – | |
| BDXB | BECTON DICKINSON & CO 6 DP CONV PFD Bconvertible preferred | $547 | -0.7% | 11 | 0.0% | 0.00% | – | |
| MCI | BARINGS CORPORATE INVS COMcef | $693 | +1.3% | 49 | 0.0% | 0.00% | – | |
| BANC | BANC OF CALIFORNIA INC COMstock | $1,015 | -21.3% | 81 | 0.0% | 0.00% | – | |
| TBBK | BANCORP INC DEL COMstock | $3,147 | -1.9% | 113 | 0.0% | 0.00% | – | |
| BSAC | BANCO SANTANDER CHILE NEW SP ADR REP COMadr | $2,460 | +12.5% | 138 | 0.0% | 0.00% | – | |
| BCH | BANCO DE CHILE SPONSORED ADSadr | $1,035 | -6.2% | 53 | 0.0% | 0.00% | – | |
| BLDP | BALLARD PWR SYS INC NEW COMstock | $1,738 | +16.3% | 312 | 0.0% | 0.00% | – | |
| BCE | BCE INC COM NEWstock | $1,120 | +1.9% | 25 | 0.0% | 0.00% | – | |
| AVNS | AVANOS MED INC COMstock | $3,153 | +9.9% | 106 | 0.0% | 0.00% | – | |
| VRRM | VERRA MOBILITY CORP CL A COM STKstock | $744 | +22.2% | 44 | 0.0% | 0.00% | – | |
| ATRO | ASTRONICS CORP COMstock | $3,340 | +29.7% | 250 | 0.0% | 0.00% | – | |
| ASB | ASSOCIATED BANC CORP COMstock | $3,362 | -22.1% | 187 | 0.0% | 0.00% | -100.0% | |
| ARDC | ARES DYNAMIC CR ALLOCATION FD COMcef | $1,089 | +3.2% | 91 | 0.0% | 0.00% | – | |
| ACRE | ARES COML REAL ESTATE CORP COMreit | $773 | -11.7% | 85 | 0.0% | 0.00% | – | |
| VRTS | VIRTUS INVT PARTNERS INC COMstock | $2,475 | -0.6% | 13 | 0.0% | 0.00% | – | |
| VGI | VIRTUS GLOBAL MULTI-SECTOR INC COMcef | $132 | 0.0% | 17 | 0.0% | 0.00% | – | |
| VIST | VISTA ENERGY S.A.B. DE C.V. SPONSORED ADSadr | $930 | +26.4% | 47 | 0.0% | 0.00% | – | |
| NCV | VIRTUS CONVERTIBLE & INCOME FD COMcef | $628 | -1.3% | 187 | 0.0% | 0.00% | – | |
| VC | VISTEON CORP COM NEWstock | $1,411 | +19.9% | 9 | 0.0% | 0.00% | – | |
| NIE | VIRTUS EQUITY & CONV INCM FD COMcef | $236 | +7.8% | 12 | 0.0% | 0.00% | – | |
| AQB | AQUABOUNTY TECHNOLOGIES INC COM NEWstock | $2 | 0.0% | 3 | 0.0% | 0.00% | – | |
| IGA | VOYA GLBL ADV & PREM OPP FD COMcef | $265 | -1.9% | 31 | 0.0% | 0.00% | – | |
| IGD | VOYA GLBL EQTY DIV & PREM OPP COMcef | $775 | -5.7% | 152 | 0.0% | 0.00% | – | |
| WTI | W & T OFFSHORE INC COMstock | $3,327 | -9.0% | 655 | 0.0% | 0.00% | -100.0% | |
| AIF | APOLLO TACTICAL INCOME FD INC COMcef | $727 | 0.0% | 60 | 0.0% | 0.00% | – | |
| AFT | APOLLO SR FLOATING RATE FD INC COMcef | $341 | +2.4% | 27 | 0.0% | 0.00% | – | |
| ARI | APOLLO COML REAL EST FIN INC COMreit | $2,542 | -13.4% | 273 | 0.0% | 0.00% | – | |
| AIV | APARTMENT INVT & MGMT CO CL Areit | $146 | +8.1% | 19 | 0.0% | 0.00% | – | |
| WMK | WEIS MKTS INC COMstock | $1,101 | +2.9% | 13 | 0.0% | 0.00% | – | |
| COLD | AMERICOLD REALTY TRUST INC COMreit | $654 | +0.5% | 23 | 0.0% | 0.00% | – | |
| EAD | ALLSPRING INCOME OPPORTUNIT INC OPPTY FDcef | $1,367 | -0.9% | 216 | 0.0% | 0.00% | – | |
| WEN | WENDYS CO COMstock | $1,067 | -3.8% | 49 | 0.0% | 0.00% | – | |
| EMD | WESTERN ASSET EMERGING MKTS DE COMcef | $3,548 | -5.7% | 413 | 0.0% | 0.00% | -100.0% | |
| WIA | WESTERN ASST INFLTN LKD INM FD COM SH BEN INTcef | $190 | +0.5% | 22 | 0.0% | 0.00% | – | |
| WIW | WESTERN AST INFL LKD OPP & INM COMcef | $3,093 | +0.2% | 338 | 0.0% | 0.00% | – | |
| WDI | WESTERN ASSET DIVERSIFIED INCM COM SHS BEN INTcef | $1,569 | +4.7% | 118 | 0.0% | 0.00% | – | |
| WWR | WESTWATER RES INC COM NEWstock | $555 | +40.5% | 500 | 0.0% | 0.00% | – | |
| WSR | WHITESTONE REIT COMreit | $2,778 | -4.6% | 302 | 0.0% | 0.00% | – | |
| AYX | ALTERYX INC COM CL Astock | $1,471 | +16.1% | 25 | 0.0% | 0.00% | – | |
| WWD | WOODWARD INC COMstock | $2,921 | +0.8% | 30 | 0.0% | 0.00% | – | |
| WW | WW INTL INC COMstock | $2,167 | +6.7% | 526 | 0.0% | 0.00% | – | |
| ZIOP | ALAUNOS THERAPEUTICS INC COMstock | $25 | -3.8% | 40 | 0.0% | 0.00% | – | |
| AL | AIR LEASE CORP CL Astock | $984 | +2.4% | 25 | 0.0% | 0.00% | – | |
| DOX | AMDOCS LTD SHSstock | $1,152 | +5.6% | 12 | 0.0% | 0.00% | – | |
| ARGO | ARGO GROUP INTL HLDGS LTD COMstock | $3,280 | +13.3% | 112 | 0.0% | 0.00% | – | |
| ADV | ADVANTAGE SOLUTIONS INC COM CL Astock | $1,597 | -24.1% | 1,011 | 0.0% | 0.00% | – | |
| AVK | ADVENT CONV & INCOME FD COMcef | $3,826 | +6.0% | 331 | 0.0% | 0.00% | -100.0% | |
| GRAB HOLDINGS LIMITED CLASS A ORDstock | $3,455 | -6.5% | 1,148 | 0.0% | 0.00% | -100.0% | ||
| INDO | INDONESIA ENERGY CORP LTD ORD SHSstock | $472 | +2.4% | 99 | 0.0% | 0.00% | – | |
| ADX | ADAMS DIVERSIFIED EQUITY FD COMcef | $886 | +6.9% | 57 | 0.0% | 0.00% | – | |
| IGE | ISHARES NORTH AMERICAN NATURAL RESOURCES ETFetf | $2,076 | -3.7% | 53 | 0.0% | 0.00% | – | |
| BOCT | INNOVATOR U.S. EQUITY BUFFER ETF - OCTOBERetf | $3,381 | +6.5% | 100 | 0.0% | 0.00% | – | |
| IMKTA | INGLES MKTS INC CL Astock | $887 | -8.1% | 10 | 0.0% | 0.00% | – | |
| IDEX | IDEANOMICS INC COMstock | $24 | -35.1% | 225 | 0.0% | 0.00% | – | |
| IESC | IES HLDGS INC COMstock | $1,336 | +21.1% | 31 | 0.0% | 0.00% | – |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-11
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD FTSE DEVELOPED MARKETS ETF | 8 | Q3 2023 | 5.3% |
| VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND | 8 | Q3 2023 | 5.1% |
| APPLE INC COM | 8 | Q3 2023 | 3.5% |
| VANGUARD TOTAL STOCK MARKET INDEX FUND | 8 | Q3 2023 | 4.4% |
| VANGUARD DIVIDEND APPRECIATION INDEX FUND | 8 | Q3 2023 | 3.5% |
| VANGUARD S&P 500 ETF | 8 | Q3 2023 | 3.9% |
| VANGUARD GROWTH INDEX FUND | 8 | Q3 2023 | 3.5% |
| I3 VERTICALS INC COM CL A | 8 | Q3 2023 | 3.7% |
| VANGUARD VALUE INDEX FUND | 8 | Q3 2023 | 2.8% |
| MICROSOFT CORP COM | 8 | Q3 2023 | 2.2% |
View EverSource Wealth Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR/A | 2024-06-11 |
| 13F-HR | 2024-05-13 |
| 13F-HR | 2024-02-09 |
| 13F-HR | 2023-11-03 |
| 13F-HR | 2023-08-04 |
| 13F-HR | 2023-05-11 |
| 13F-HR | 2023-02-09 |
| 13F-HR | 2022-11-07 |
| 13F-HR | 2022-08-01 |
| 13F-HR | 2022-05-25 |
View EverSource Wealth Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.