$6.67 Billion is the total value of Steward Partners Investment Advisory, LLC's 3319 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was 16.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Buy | APPLE INC | $361,175,990 | +18.0% | 1,862,020 | +0.3% | 5.42% | +10.6% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $148,426,100 | +15.6% | 333,010 | +6.6% | 2.23% | +8.3% |
| VOO | Buy | VANGUARD INDEX FDS | $91,879,211 | +10.4% | 225,592 | +1.9% | 1.38% | +3.5% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $81,553,512 | +16.3% | 220,761 | +1.0% | 1.22% | +9.0% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $81,185,330 | +9.3% | 183,147 | +0.9% | 1.22% | +2.4% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $72,887,673 | +3.9% | 731,437 | +0.8% | 1.09% | -2.7% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $71,491,598 | +6.6% | 273,411 | +1.9% | 1.07% | -0.2% |
| NVDA | Buy | NVIDIA CORPORATION | $71,324,779 | +102.8% | 168,609 | +33.2% | 1.07% | +90.1% |
| JPM | Buy | JPMORGAN CHASE & CO | $70,707,995 | +17.5% | 486,166 | +5.3% | 1.06% | +10.2% |
| XOM | Buy | EXXON MOBIL CORP | $61,800,994 | -0.8% | 576,233 | +1.4% | 0.93% | -7.0% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $61,821,713 | +7.0% | 128,624 | +5.2% | 0.93% | +0.2% |
| HD | Buy | HOME DEPOT INC | $61,113,571 | +9.7% | 196,734 | +4.3% | 0.92% | +2.9% |
| JNJ | Buy | JOHNSON & JOHNSON | $52,130,212 | +9.5% | 314,948 | +2.6% | 0.78% | +2.6% |
| GIS | Buy | GENERAL MLS INC | $50,674,980 | -9.6% | 660,691 | +0.7% | 0.76% | -15.3% |
| VUG | Buy | VANGUARD INDEX FDSgrowth etf | $47,930,777 | +19.9% | 169,391 | +5.7% | 0.72% | +12.3% |
| AGG | Buy | ISHARES TRcore us aggbd et | $47,426,943 | +8.7% | 484,195 | +10.6% | 0.71% | +1.9% |
| QUAL | Buy | ISHARES TRmsci usa qlt fct | $45,123,036 | +16.8% | 334,567 | +7.4% | 0.68% | +9.5% |
| MRK | Buy | MERCK & CO INC | $44,769,917 | +14.2% | 387,988 | +5.3% | 0.67% | +7.0% |
| V | Buy | VISA INC | $41,883,564 | +11.2% | 176,367 | +5.5% | 0.63% | +4.1% |
| MCD | Buy | MCDONALDS CORP | $40,705,335 | +11.9% | 136,407 | +4.8% | 0.61% | +5.0% |
| PG | Buy | PROCTER AND GAMBLE CO | $38,496,700 | +5.7% | 253,702 | +3.6% | 0.58% | -1.0% |
| VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $37,621,546 | +24.8% | 231,617 | +18.3% | 0.56% | +16.8% |
| Buy | WISDOMTREE TRfloatng rat trea | $37,327,968 | +32.7% | 741,812 | +32.6% | 0.56% | +24.4% | |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $37,250,499 | +13.3% | 109,239 | +2.6% | 0.56% | +6.3% |
| WMT | Buy | WALMART INC | $36,874,683 | +24.5% | 234,602 | +16.8% | 0.55% | +16.7% |
| CVX | Buy | CHEVRON CORP NEW | $35,438,161 | +14.1% | 225,219 | +18.3% | 0.53% | +7.0% |
| GSLC | Buy | GOLDMAN SACHS ETF TRactivebeta us lg | $32,453,775 | +7.5% | 371,750 | +0.0% | 0.49% | +0.8% |
| DRI | Buy | DARDEN RESTAURANTS INC | $32,252,096 | +18.0% | 193,034 | +9.6% | 0.48% | +10.8% |
| GOVT | Buy | ISHARES TRus treas bd etf | $29,941,872 | +12.7% | 1,307,505 | +15.1% | 0.45% | +5.6% |
| PEP | Buy | PEPSICO INC | $27,100,623 | +2.3% | 146,316 | +0.7% | 0.41% | -4.2% |
| TSLA | Buy | TESLA INC | $25,743,509 | +124.1% | 98,344 | +77.6% | 0.39% | +109.8% |
| FDL | Buy | FIRST TR MORNINGSTAR DIVID L | $24,705,715 | -3.0% | 726,425 | +1.3% | 0.37% | -8.8% |
| COST | Buy | COSTCO WHSL CORP NEW | $24,038,729 | +9.7% | 44,650 | +1.2% | 0.36% | +2.8% |
| CSCO | Buy | CISCO SYS INC | $23,669,992 | +0.2% | 457,480 | +1.2% | 0.36% | -6.1% |
| JEPI | Buy | J P MORGAN EXCHANGE TRADED Fequity premium | $23,248,991 | +15.4% | 420,188 | +13.9% | 0.35% | +8.4% |
| KO | Buy | COCA COLA CO | $23,056,122 | +4.3% | 382,865 | +7.4% | 0.35% | -2.3% |
| LMT | Buy | LOCKHEED MARTIN CORP | $22,998,629 | +27.4% | 49,956 | +30.8% | 0.34% | +19.4% |
| FB | Buy | META PLATFORMS INCcl a | $22,793,387 | +41.5% | 79,425 | +4.5% | 0.34% | +32.6% |
| OEF | Buy | ISHARES TRs&p 100 etf | $22,281,077 | +10.7% | 107,607 | +0.0% | 0.33% | +3.7% |
| CRM | Buy | SALESFORCE INC | $21,322,789 | +10.1% | 100,932 | +4.1% | 0.32% | +3.2% |
| NEE | Buy | NEXTERA ENERGY INC | $21,175,451 | -3.5% | 285,383 | +0.2% | 0.32% | -9.4% |
| MPC | Buy | MARATHON PETE CORP | $21,022,493 | -5.0% | 180,296 | +9.9% | 0.32% | -11.0% |
| GLD | Buy | SPDR GOLD TR | $20,781,290 | -0.1% | 116,572 | +2.7% | 0.31% | -6.3% |
| BA | Buy | BOEING CO | $20,682,673 | +6.9% | 97,948 | +7.6% | 0.31% | 0.0% |
| IGSB | Buy | ISHARES TR | $19,107,576 | -0.2% | 380,857 | +0.5% | 0.29% | -6.5% |
| MCHP | Buy | MICROCHIP TECHNOLOGY INC. | $18,862,522 | +20.4% | 210,543 | +12.6% | 0.28% | +12.7% |
| MUB | Buy | ISHARES TRnational mun etf | $18,721,560 | +1.4% | 175,410 | +2.4% | 0.28% | -4.7% |
| SHV | Buy | ISHARES TRshort treas bd | $18,586,826 | +7.6% | 168,283 | +7.7% | 0.28% | +1.1% |
| AXP | Buy | AMERICAN EXPRESS CO | $18,369,653 | +5.8% | 105,452 | +0.1% | 0.28% | -0.7% |
| RSP | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $18,247,244 | +24.3% | 121,941 | +20.2% | 0.27% | +16.6% |
| IEMG | Buy | ISHARES INCcore msci emkt | $17,857,746 | +8.6% | 362,300 | +7.5% | 0.27% | +1.9% |
| NOG | Buy | NORTHERN OIL & GAS INC | $17,716,533 | +16.0% | 516,216 | +2.6% | 0.27% | +9.0% |
| PFE | Buy | PFIZER INC | $17,607,951 | -9.9% | 480,042 | +0.2% | 0.26% | -15.7% |
| APD | Buy | AIR PRODS & CHEMS INC | $17,398,946 | +6.8% | 58,087 | +2.4% | 0.26% | 0.0% |
| SDY | Buy | SPDR SER TRs&p divid etf | $16,549,168 | +1.6% | 135,007 | +2.5% | 0.25% | -5.0% |
| ADP | Buy | AUTOMATIC DATA PROCESSING IN | $16,191,030 | +8.9% | 73,666 | +10.3% | 0.24% | +2.1% |
| NFLX | Buy | NETFLIX INC | $15,395,566 | +41.3% | 34,951 | +10.8% | 0.23% | +32.8% |
| FVD | Buy | FIRST TR VALUE LINE DIVID IN | $15,349,908 | +3.2% | 382,886 | +3.4% | 0.23% | -3.4% |
| IUSB | Buy | ISHARES TRcore total usd | $15,169,183 | +8.0% | 333,609 | +9.7% | 0.23% | +1.3% |
| CB | Buy | CHUBB LIMITED | $15,107,078 | +26.0% | 78,454 | +27.0% | 0.23% | +18.2% |
| SGOV | Buy | ISHARES TR0-3 mnth treasry | $14,925,945 | +2.2% | 148,325 | +2.1% | 0.22% | -4.3% |
| SPTI | Buy | SPDR SER TRportfli intrmdit | $14,544,436 | +32129.3% | 514,119 | +32877.5% | 0.22% | +21700.0% |
| IWP | Buy | ISHARES TRrus md cp gr etf | $14,452,745 | +14.8% | 149,568 | +8.2% | 0.22% | +8.0% |
| BSCO | Buy | INVESCO EXCH TRD SLF IDX FD | $14,486,391 | +7.0% | 704,248 | +7.1% | 0.22% | 0.0% |
| ORCL | Buy | ORACLE CORP | $14,167,347 | +43.7% | 118,963 | +12.2% | 0.21% | +34.2% |
| SCHP | Buy | SCHWAB STRATEGIC TRus tips etf | $13,878,128 | +15.3% | 264,698 | +17.9% | 0.21% | +7.8% |
| EFA | Buy | ISHARES TRmsci eafe etf | $13,419,129 | +6.7% | 185,091 | +5.2% | 0.20% | 0.0% |
| DIA | Buy | SPDR DOW JONES INDL AVERAGEut ser 1 | $13,339,309 | +3.5% | 38,794 | +0.2% | 0.20% | -2.9% |
| MSI | Buy | MOTOROLA SOLUTIONS INC | $13,097,224 | +2.9% | 44,658 | +0.3% | 0.20% | -3.9% |
| PANW | Buy | PALO ALTO NETWORKS INC | $12,646,978 | +75.7% | 49,497 | +37.3% | 0.19% | +65.2% |
| LOW | Buy | LOWES COS INC | $12,691,095 | +22.6% | 56,230 | +8.6% | 0.19% | +14.5% |
| PXD | Buy | PIONEER NAT RES CO | $12,626,129 | +69.8% | 60,943 | +67.3% | 0.19% | +58.8% |
| New | FIRST TR EXCHNG TRADED FD VIcboe vest us eqt | $12,614,045 | – | 418,793 | +100.0% | 0.19% | – | |
| EFG | Buy | ISHARES TReafe grwth etf | $12,367,812 | +13.7% | 129,628 | +11.6% | 0.18% | +6.3% |
| OXY | Buy | OCCIDENTAL PETE CORP | $12,300,358 | +1.5% | 209,190 | +7.8% | 0.18% | -5.2% |
| IGIB | Buy | ISHARES TR | $11,908,874 | -0.1% | 235,493 | +1.3% | 0.18% | -6.3% |
| FISV | Buy | FISERV INC | $11,719,840 | +21.9% | 92,904 | +9.2% | 0.18% | +14.3% |
| SBUX | Buy | STARBUCKS CORP | $11,635,439 | +20.0% | 117,459 | +26.1% | 0.18% | +12.9% |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $11,568,735 | -4.2% | 64,540 | +3.6% | 0.17% | -9.8% |
| MDY | Buy | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $11,514,021 | +5.9% | 24,042 | +1.3% | 0.17% | -0.6% |
| IJJ | Buy | ISHARES TRs&p mc 400vl etf | $11,073,182 | +4.5% | 103,362 | +0.3% | 0.17% | -2.4% |
| IVW | Buy | ISHARES TRs&p 500 grwt etf | $11,082,538 | +11.6% | 157,244 | +1.2% | 0.17% | +4.4% |
| DVN | Buy | DEVON ENERGY CORP NEW | $10,810,947 | +19.6% | 223,644 | +25.2% | 0.16% | +11.7% |
| XLY | Buy | SELECT SECTOR SPDR TRsbi cons discr | $10,625,394 | +18.3% | 62,572 | +4.2% | 0.16% | +10.4% |
| SPGI | Buy | S&P GLOBAL INC | $10,611,652 | +16.3% | 26,470 | +0.0% | 0.16% | +8.9% |
| ALL | Buy | ALLSTATE CORP | $10,431,265 | +3.5% | 95,665 | +5.2% | 0.16% | -3.1% |
| KNG | Buy | FIRST TR EXCHANGE-TRADED FDft cboe vest s&p | $10,373,612 | +48.2% | 196,284 | +44.3% | 0.16% | +39.3% |
| NOW | Buy | SERVICENOW INC | $10,175,029 | +25.7% | 18,106 | +3.9% | 0.15% | +17.7% |
| DE | Buy | DEERE & CO | $10,079,457 | +16.7% | 24,876 | +18.9% | 0.15% | +9.4% |
| PRF | Buy | INVESCO EXCHANGE TRADED FD Tftse rafi 1000 | $10,018,109 | +7.0% | 61,217 | +2.5% | 0.15% | 0.0% |
| TXN | Buy | TEXAS INSTRS INC | $9,801,301 | +2.9% | 54,446 | +6.3% | 0.15% | -3.3% |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO | $9,716,772 | -6.4% | 151,943 | +1.5% | 0.15% | -12.0% |
| SUB | Buy | ISHARES TRshrt nat mun etf | $9,623,127 | +1.3% | 92,494 | +1.9% | 0.14% | -5.3% |
| IXUS | Buy | ISHARES TRcore msci total | $9,303,711 | +2.8% | 148,574 | +1.7% | 0.14% | -3.4% |
| PSX | Buy | PHILLIPS 66 | $9,224,011 | -5.5% | 96,708 | +0.4% | 0.14% | -11.5% |
| AMD | Buy | ADVANCED MICRO DEVICES INC | $9,098,333 | +32.1% | 79,873 | +13.6% | 0.14% | +23.6% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $8,924,155 | +2.7% | 66,693 | +0.6% | 0.13% | -3.6% |
| IQV | Buy | IQVIA HLDGS INC | $8,804,690 | +69.9% | 39,172 | +50.4% | 0.13% | +59.0% |
| Buy | J P MORGAN EXCHANGE TRADED Fnasdaq eqt prem | $8,743,214 | +16.2% | 180,757 | +8.3% | 0.13% | +9.2% | |
| JCI | Buy | JOHNSON CTLS INTL PLC | $8,754,841 | +1721.5% | 128,483 | +1509.9% | 0.13% | +1537.5% |
| TJX | Buy | TJX COS INC NEW | $8,452,543 | +16.6% | 99,688 | +7.7% | 0.13% | +9.5% |
| FEMS | Buy | FIRST TR EXCH TRD ALPHDX FDem sml cp alph | $8,467,252 | -2.3% | 232,937 | +0.0% | 0.13% | -8.6% |
| LULU | Buy | LULULEMON ATHLETICA INC | $8,459,854 | +7.2% | 22,351 | +3.1% | 0.13% | +0.8% |
| ESGD | Buy | ISHARES TResg aw msci eafe | $8,419,801 | +11.1% | 115,450 | +9.4% | 0.13% | +4.1% |
| DAL | Buy | DELTA AIR LINES INC DEL | $8,349,355 | +442.3% | 175,628 | +298.4% | 0.12% | +400.0% |
| WM | Buy | WASTE MGMT INC DEL | $8,281,843 | +23.9% | 47,756 | +16.6% | 0.12% | +15.9% |
| NXPI | Buy | NXP SEMICONDUCTORS N V | $8,207,971 | +18.9% | 40,101 | +8.4% | 0.12% | +11.8% |
| LHX | Buy | L3HARRIS TECHNOLOGIES INC | $8,053,111 | +14.7% | 41,136 | +14.9% | 0.12% | +8.0% |
| BX | Buy | BLACKSTONE INC | $8,093,867 | +6.3% | 87,059 | +0.4% | 0.12% | -0.8% |
| VBK | Buy | VANGUARD INDEX FDSsml cp grw etf | $8,037,626 | +6.3% | 34,986 | +0.1% | 0.12% | 0.0% |
| SDVY | Buy | FIRST TR EXCHANGE-TRADED FDsmid risng etf | $7,783,438 | +56.4% | 274,936 | +47.3% | 0.12% | +46.2% |
| KEYS | Buy | KEYSIGHT TECHNOLOGIES INC | $7,579,122 | +10.6% | 45,262 | +6.7% | 0.11% | +3.6% |
| TT | Buy | TRANE TECHNOLOGIES PLC | $7,512,727 | +12.2% | 39,280 | +7.9% | 0.11% | +5.6% |
| MELI | Buy | MERCADOLIBRE INC | $7,517,472 | -3.2% | 6,346 | +7.7% | 0.11% | -8.9% |
| MDLZ | Buy | MONDELEZ INTL INCcl a | $7,541,104 | +5.9% | 103,388 | +1.2% | 0.11% | -0.9% |
| ICE | Buy | INTERCONTINENTAL EXCHANGE IN | $7,403,479 | +13.7% | 65,471 | +4.9% | 0.11% | +6.7% |
| VRTX | Buy | VERTEX PHARMACEUTICALS INC | $7,335,212 | +70.7% | 20,844 | +52.9% | 0.11% | +59.4% |
| UCON | Buy | FIRST TR EXCHNG TRADED FD VItcw unconstrai | $7,313,794 | +3.4% | 302,598 | +3.6% | 0.11% | -2.7% |
| EMR | Buy | EMERSON ELEC CO | $7,262,320 | +4.5% | 80,344 | +0.8% | 0.11% | -1.8% |
| EFV | Buy | ISHARES TReafe value etf | $7,066,578 | +12.3% | 144,393 | +11.3% | 0.11% | +5.0% |
| MMIT | Buy | INDEXIQ ACTIVE ETF TRiq mackay intrme | $6,814,320 | +19.8% | 279,734 | +20.9% | 0.10% | +12.1% |
| VLUE | Buy | ISHARES TRmsci usa value | $6,800,901 | +4.5% | 72,512 | +3.2% | 0.10% | -1.9% |
| PM | Buy | PHILIP MORRIS INTL INC | $6,815,998 | +6.5% | 69,822 | +6.1% | 0.10% | 0.0% |
| AMT | Buy | AMERICAN TOWER CORP NEW | $6,711,496 | -1.8% | 34,606 | +3.4% | 0.10% | -7.3% |
| AFL | Buy | AFLAC INC | $6,670,326 | +9.3% | 95,563 | +1.0% | 0.10% | +2.0% |
| IDEV | Buy | ISHARES TRcore msci intl | $6,576,023 | +630.4% | 107,592 | +622.7% | 0.10% | +607.1% |
| SPIB | Buy | SPDR SER TRportfolio intrmd | $6,574,064 | +4.2% | 204,736 | +5.4% | 0.10% | -2.0% |
| CORP | Buy | PIMCO ETF TRinv grd crp bd | $6,469,558 | +0.6% | 68,208 | +2.0% | 0.10% | -5.8% |
| AZN | Buy | ASTRAZENECA PLCsponsored adr | $6,367,415 | +4.8% | 88,968 | +1.6% | 0.10% | -1.0% |
| EW | Buy | EDWARDS LIFESCIENCES CORP | $6,371,897 | +22.1% | 67,549 | +7.1% | 0.10% | +14.3% |
| OKE | Buy | ONEOK INC NEW | $6,305,160 | +59.1% | 102,157 | +63.8% | 0.10% | +50.8% |
| DVYE | Buy | ISHARES INCem mkts div etf | $6,242,753 | +4.5% | 254,806 | +4.7% | 0.09% | -2.1% |
| VNLA | Buy | JANUS DETROIT STR TRhendrsn shrt etf | $6,242,091 | +17.2% | 130,615 | +17.1% | 0.09% | +10.6% |
| SSUS | Buy | STRATEGY SHSday hagan ned | $6,129,035 | +26.5% | 172,600 | +17.6% | 0.09% | +17.9% |
| AMAT | Buy | APPLIED MATLS INC | $6,081,018 | +22.3% | 42,072 | +3.9% | 0.09% | +13.8% |
| FLRN | Buy | SPDR SER TRbloomberg invt | $5,997,754 | +1.8% | 195,430 | +0.9% | 0.09% | -4.3% |
| BBY | Buy | BEST BUY INC | $5,937,868 | +4.8% | 72,457 | +0.1% | 0.09% | -2.2% |
| ARCC | Buy | ARES CAPITAL CORP | $5,958,591 | +29.6% | 317,115 | +26.1% | 0.09% | +20.3% |
| EPD | Buy | ENTERPRISE PRODS PARTNERS L | $5,862,702 | +17.3% | 222,493 | +15.3% | 0.09% | +10.0% |
| AZO | Buy | AUTOZONE INC | $5,782,102 | +6.1% | 2,319 | +4.6% | 0.09% | 0.0% |
| TSCO | Buy | TRACTOR SUPPLY CO | $5,765,005 | +6.5% | 26,074 | +13.2% | 0.09% | -1.1% |
| Buy | GENERAL ELECTRIC CO | $5,628,930 | +16.3% | 51,242 | +1.2% | 0.08% | +9.1% | |
| MBB | Buy | ISHARES TRmbs etf | $5,501,841 | +7.8% | 58,991 | +9.5% | 0.08% | +1.2% |
| TMUS | Buy | T-MOBILE US INC | $5,540,582 | +36.4% | 39,889 | +42.3% | 0.08% | +27.7% |
| BDX | Buy | BECTON DICKINSON & CO | $5,482,961 | +30.8% | 20,768 | +22.6% | 0.08% | +22.4% |
| GDV | Buy | GABELLI DIVID & INCOME TR | $5,396,315 | +2.0% | 255,386 | +0.4% | 0.08% | -4.7% |
| MO | Buy | ALTRIA GROUP INC | $5,309,931 | +4.7% | 117,217 | +3.1% | 0.08% | -1.2% |
| TRV | Buy | TRAVELERS COMPANIES INC | $5,281,960 | +5.7% | 30,416 | +4.4% | 0.08% | -1.2% |
| SPGP | New | INVESCO EXCHANGE TRADED FD Ts&p 500 garp etf | $5,298,738 | – | 58,369 | +100.0% | 0.08% | – |
| ADI | Buy | ANALOG DEVICES INC | $5,212,510 | +0.2% | 26,757 | +1.4% | 0.08% | -6.0% |
| MINT | Buy | PIMCO ETF TRenhan shrt ma ac | $5,169,648 | +1.1% | 51,821 | +0.6% | 0.08% | -4.9% |
| XLC | Buy | SELECT SECTOR SPDR TR | $5,223,891 | +96.2% | 80,269 | +74.8% | 0.08% | +81.4% |
| CL | Buy | COLGATE PALMOLIVE CO | $5,115,677 | +6.0% | 66,403 | +3.4% | 0.08% | 0.0% |
| PFF | Buy | ISHARES TRpfd and incm sec | $5,161,883 | +25.8% | 166,889 | +27.0% | 0.08% | +16.7% |
| PYPL | Buy | PAYPAL HLDGS INC | $5,034,645 | -3.6% | 75,448 | +9.7% | 0.08% | -9.5% |
| BSJQ | Buy | INVESCO EXCH TRD SLF IDX FDinvsco blsh 26 | $5,088,308 | +506.4% | 223,171 | +508.1% | 0.08% | +484.6% |
| MAR | Buy | MARRIOTT INTL INC NEWcl a | $5,088,041 | +31.0% | 27,699 | +18.4% | 0.08% | +22.6% |
| MKC | Buy | MCCORMICK & CO INC | $4,996,108 | +8.1% | 57,275 | +3.1% | 0.08% | +1.4% |
| XLU | Buy | SELECT SECTOR SPDR TRsbi int-utils | $4,969,486 | +7.8% | 75,940 | +11.5% | 0.08% | +1.4% |
| BUFR | Buy | FIRST TR EXCHNG TRADED FD VIcboe vest us eq | $4,952,286 | +231.4% | 197,775 | +210.6% | 0.07% | +208.3% |
| FTNT | Buy | FORTINET INC | $4,953,413 | +21.0% | 65,530 | +6.4% | 0.07% | +12.1% |
| USIG | Buy | ISHARES TRusd inv grde etf | $4,713,189 | +0.9% | 94,094 | +2.1% | 0.07% | -5.3% |
| DGS | Buy | WISDOMTREE TRemg mkts smcap | $4,736,568 | +2.1% | 101,796 | +0.5% | 0.07% | -4.1% |
| D | Buy | DOMINION ENERGY INC | $4,715,298 | +13.9% | 91,047 | +22.9% | 0.07% | +7.6% |
| BST | Buy | BLACKROCK SCIENCE & TECHNOLO | $4,648,735 | +19.7% | 134,981 | +12.4% | 0.07% | +12.9% |
| HAL | Buy | HALLIBURTON CO | $4,615,722 | +21.4% | 139,913 | +16.4% | 0.07% | +13.1% |
| VEU | Buy | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $4,627,992 | +73.7% | 85,058 | +70.7% | 0.07% | +60.5% |
| KMI | Buy | KINDER MORGAN INC DEL | $4,572,256 | +50.4% | 265,520 | +52.9% | 0.07% | +40.8% |
| BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $4,508,402 | -0.5% | 54,090 | +22.0% | 0.07% | -6.8% |
| PII | Buy | POLARIS INC | $4,460,943 | +10.1% | 36,889 | +0.7% | 0.07% | +3.1% |
| JAGG | Buy | J P MORGAN EXCHANGE TRADED Fbetabuilders us | $4,488,557 | +154.4% | 97,197 | +158.6% | 0.07% | +139.3% |
| VOT | Buy | VANGUARD INDEX FDSmcap gr idxvip | $4,499,114 | +8.4% | 21,865 | +2.6% | 0.07% | +1.5% |
| SYK | Buy | STRYKER CORPORATION | $4,389,564 | +7.4% | 14,388 | +0.5% | 0.07% | +1.5% |
| JBL | Buy | JABIL INC | $4,387,862 | +22.6% | 40,655 | +0.2% | 0.07% | +15.8% |
| ANET | Buy | ARISTA NETWORKS INC | $4,389,557 | +61.6% | 27,086 | +67.4% | 0.07% | +53.5% |
| VXUS | Buy | VANGUARD STAR FDSvg tl intl stk f | $4,387,399 | +18.4% | 78,235 | +16.6% | 0.07% | +11.9% |
| NSC | Buy | NORFOLK SOUTHN CORP | $4,378,042 | +10.9% | 19,307 | +3.7% | 0.07% | +4.8% |
| PFFD | Buy | GLOBAL X FDSus pfd etf | $4,310,979 | +6.2% | 222,330 | +8.7% | 0.06% | 0.0% |
| TDIV | Buy | FIRST TR EXCHANGE-TRADED FDnasd tech div | $4,312,782 | +15.8% | 73,522 | +6.8% | 0.06% | +8.3% |
| CALF | Buy | PACER FDS TRpacer us small | $4,252,681 | +12.6% | 104,488 | +5.3% | 0.06% | +6.7% |
| MLN | Buy | VANECK ETF TRUSTlong muni etf | $4,258,925 | +69.7% | 237,266 | +70.3% | 0.06% | +60.0% |
| THQ | Buy | TEKLA HEALTHCARE OPPORTUNITI | $4,218,734 | +2.3% | 221,224 | +0.7% | 0.06% | -4.5% |
| ABC | Buy | AMERISOURCEBERGEN CORP | $3,997,101 | +20.6% | 20,772 | +0.3% | 0.06% | +13.2% |
| DLR | Buy | DIGITAL RLTY TR INC | $4,025,021 | +22.8% | 35,348 | +6.0% | 0.06% | +15.4% |
| SPTL | Buy | SPDR SER TRportfolio ln tsr | $3,926,489 | +45.4% | 131,321 | +50.2% | 0.06% | +37.2% |
| WDAY | Buy | WORKDAY INCcl a | $3,929,808 | +51.5% | 17,397 | +38.6% | 0.06% | +43.9% |
| WEC | Buy | WEC ENERGY GROUP INC | $3,960,661 | -3.0% | 44,885 | +4.2% | 0.06% | -9.2% |
| CLF | Buy | CLEVELAND-CLIFFS INC NEW | $3,948,472 | -1.8% | 235,589 | +7.3% | 0.06% | -7.8% |
| SLYG | Buy | SPDR SER TRs&p 600 smcp grw | $3,806,211 | +77.3% | 49,457 | +69.9% | 0.06% | +67.6% |
| IBB | Buy | ISHARES TRishares biotech | $3,824,021 | -0.6% | 30,120 | +1.2% | 0.06% | -8.1% |
| IDV | Buy | ISHARES TRintl sel div etf | $3,732,541 | -3.7% | 141,760 | +0.5% | 0.06% | -9.7% |
| PGR | Buy | PROGRESSIVE CORP | $3,763,417 | -4.9% | 28,431 | +2.8% | 0.06% | -11.1% |
| STWD | Buy | STARWOOD PPTY TR INC | $3,699,706 | +16.4% | 190,707 | +6.1% | 0.06% | +7.8% |
| ET | Buy | ENERGY TRANSFER L P | $3,665,847 | +2.2% | 288,649 | +0.4% | 0.06% | -3.5% |
| IHI | Buy | ISHARES TRu.s. med dvc etf | $3,679,663 | +7.7% | 65,173 | +3.0% | 0.06% | 0.0% |
| FHLC | Buy | FIDELITY COVINGTON TRUSTmsci hlth care i | $3,685,605 | +3.6% | 58,390 | +0.9% | 0.06% | -3.5% |
| MMC | Buy | MARSH & MCLENNAN COS INC | $3,576,374 | +20.3% | 19,015 | +6.6% | 0.05% | +12.5% |
| SOXX | Buy | ISHARES TRishares semicdtr | $3,612,706 | +25.7% | 7,122 | +10.2% | 0.05% | +17.4% |
| STE | Buy | STERIS PLC | $3,573,555 | +41.8% | 15,884 | +20.6% | 0.05% | +35.0% |
| CGW | Buy | INVESCO EXCH TRADED FD TR IIs&p gbl water | $3,535,814 | +7.3% | 68,777 | +4.1% | 0.05% | 0.0% |
| PSR | Buy | INVESCO ACTIVELY MANAGED ETFactive us real | $3,479,713 | -0.1% | 40,135 | +0.8% | 0.05% | -7.1% |
| MOTI | Buy | VANECK ETF TRUSTmrngstr int moat | $3,465,678 | +13.0% | 109,224 | +13.9% | 0.05% | +6.1% |
| FDS | Buy | FACTSET RESH SYS INC | $3,448,652 | -2.4% | 8,608 | +1.2% | 0.05% | -8.8% |
| EEMV | Buy | ISHARES INCmsci emerg mrkt | $3,488,146 | +1.6% | 63,444 | +0.8% | 0.05% | -5.5% |
| MMM | Buy | 3M CO | $3,487,296 | -4.2% | 34,842 | +0.6% | 0.05% | -10.3% |
| NVS | Buy | NOVARTIS AGsponsored adr | $3,427,293 | +36.2% | 33,964 | +24.2% | 0.05% | +27.5% |
| LIT | Buy | GLOBAL X FDSlithium btry etf | $3,339,515 | +105.6% | 51,361 | +101.0% | 0.05% | +92.3% |
| FANG | Buy | DIAMONDBACK ENERGY INC | $3,355,847 | -1.6% | 25,547 | +1.3% | 0.05% | -9.1% |
| VIOG | Buy | VANGUARD ADMIRAL FDS INCsmlcp 600 grth | $3,234,984 | +5.2% | 32,637 | +0.6% | 0.05% | 0.0% |
| PHYS | Buy | SPROTT PHYSICAL GOLD TRunit | $3,257,111 | +21.9% | 218,305 | +26.3% | 0.05% | +14.0% |
| ARKK | Buy | ARK ETF TRinnovation etf | $3,248,539 | +9.6% | 73,596 | +0.1% | 0.05% | +4.3% |
| IHAK | Buy | ISHARES TRcybersecurity | $3,254,146 | +352.2% | 86,043 | +334.6% | 0.05% | +308.3% |
| DXCM | Buy | DEXCOM INC | $3,274,435 | +704.6% | 25,480 | +627.4% | 0.05% | +600.0% |
| MRO | Buy | MARATHON OIL CORP | $3,278,055 | -2.0% | 142,400 | +2.0% | 0.05% | -9.3% |
| IYK | Buy | ISHARES TRus consm staples | $3,181,807 | +27.7% | 15,886 | +27.0% | 0.05% | +20.0% |
| SNX | Buy | TD SYNNEX CORPORATION | $3,214,809 | +1.2% | 34,200 | +4.2% | 0.05% | -5.9% |
| OMFS | Buy | INVESCO EXCH TRD SLF IDX FDrusl 2000 dynm | $3,186,257 | +35.1% | 87,945 | +31.1% | 0.05% | +26.3% |
| FMB | Buy | FIRST TR EXCH TRADED FD IIImanagd mun etf | $3,130,188 | +4.8% | 61,764 | +5.3% | 0.05% | -2.1% |
| SLB | Buy | SCHLUMBERGER LTD | $3,017,301 | +7.3% | 61,427 | +7.3% | 0.04% | 0.0% |
| QQQM | Buy | INVESCO EXCH TRADED FD TR IInasdaq 100 etf | $3,002,213 | +178.7% | 19,754 | +142.1% | 0.04% | +164.7% |
| PTNQ | Buy | PACER FDS TRtrendpilot 100 | $2,967,202 | +112.0% | 47,804 | +87.5% | 0.04% | +104.5% |
| AXON | Buy | AXON ENTERPRISE INC | $2,928,946 | -11.2% | 15,011 | +2.3% | 0.04% | -17.0% |
| DTD | Buy | WISDOMTREE TRus total dividnd | $2,942,973 | +3.9% | 47,398 | +1.3% | 0.04% | -2.2% |
| SMH | Buy | VANECK ETF TRUSTsemiconductr etf | $2,933,401 | -22.2% | 19,267 | +34.5% | 0.04% | -26.7% |
| PCAR | Buy | PACCAR INC | $2,897,667 | +73.9% | 34,640 | +52.2% | 0.04% | +59.3% |
| SPYV | Buy | SPDR SER TRprtflo s&p500 vl | $2,852,707 | +10.1% | 66,035 | +3.8% | 0.04% | +4.9% |
| SMLF | Buy | ISHARES TRus sml cap eqt | $2,844,112 | +5.1% | 53,042 | +0.5% | 0.04% | 0.0% |
| VTIP | Buy | VANGUARD MALVERN FDSstrm infproidx | $2,852,893 | +123.2% | 60,162 | +125.1% | 0.04% | +115.0% |
| PSA | Buy | PUBLIC STORAGE | $2,869,299 | -3.1% | 9,830 | +0.3% | 0.04% | -8.5% |
| EMLC | Buy | VANECK ETF TRUSTjp mrgan em loc | $2,801,932 | +59.0% | 109,622 | +57.0% | 0.04% | +50.0% |
| JNPR | Buy | JUNIPER NETWORKS INC | $2,805,758 | +1255.9% | 89,555 | +1389.6% | 0.04% | +1300.0% |
| CSX | Buy | CSX CORP | $2,771,874 | +18.2% | 81,287 | +3.8% | 0.04% | +10.5% |
| GNRC | Buy | GENERAC HLDGS INC | $2,769,046 | +169.8% | 18,568 | +95.4% | 0.04% | +162.5% |
| THW | Buy | TEKLA WORLD HEALTHCARE FD | $2,812,772 | +11.2% | 200,626 | +9.0% | 0.04% | +5.0% |
| GWW | Buy | GRAINGER W W INC | $2,817,062 | +15.4% | 3,572 | +0.8% | 0.04% | +7.7% |
| BTT | Buy | BLACKROCK MUN TARGET TERM TR | $2,701,607 | -3.3% | 130,010 | +1.1% | 0.04% | -8.9% |
| IYT | Buy | ISHARES TRus trsprtion | $2,703,052 | +90.2% | 10,820 | +73.5% | 0.04% | +78.3% |
| IVE | Buy | ISHARES TRs&p 500 val etf | $2,706,304 | +6.2% | 16,790 | +0.0% | 0.04% | 0.0% |
| BNDX | Buy | VANGUARD CHARLOTTE FDStotal int bd etf | $2,713,154 | +0.0% | 55,506 | +0.1% | 0.04% | -4.7% |
| Buy | BATH & BODY WORKS INC | $2,757,263 | +1287.1% | 73,527 | +1253.1% | 0.04% | +1266.7% | |
| WY | Buy | WEYERHAEUSER CO MTN BE | $2,725,134 | +16.3% | 81,323 | +4.6% | 0.04% | +10.8% |
| New | INNOVATOR ETFS TRus eqt acc 9 bfr | $2,652,361 | – | 107,884 | +100.0% | 0.04% | – | |
| SLV | Buy | ISHARES SILVER TRishares | $2,669,993 | +10.9% | 127,812 | +17.4% | 0.04% | +2.6% |
| CLX | Buy | CLOROX CO DEL | $2,692,510 | +1.3% | 16,930 | +0.8% | 0.04% | -7.0% |
| CAG | Buy | CONAGRA BRANDS INC | $2,603,105 | -6.4% | 77,198 | +4.2% | 0.04% | -13.3% |
| LRCX | Buy | LAM RESEARCH CORP | $2,518,337 | +101.5% | 3,917 | +66.1% | 0.04% | +90.0% |
| CI | Buy | THE CIGNA GROUP | $2,548,187 | +12.1% | 9,081 | +2.1% | 0.04% | +5.6% |
| BSCT | Buy | INVESCO EXCH TRD SLF IDX FD | $2,552,473 | +1644.4% | 142,236 | +1678.4% | 0.04% | +1800.0% |
| DD | Buy | DUPONT DE NEMOURS INC | $2,560,831 | +3.1% | 35,846 | +3.6% | 0.04% | -5.0% |
| NOBL | Buy | PROSHARES TRs&p 500 dv arist | $2,553,291 | +8.1% | 27,082 | +4.6% | 0.04% | 0.0% |
| TLH | Buy | ISHARES TR10-20 yr trs etf | $2,473,093 | +9.5% | 22,326 | +13.2% | 0.04% | +2.8% |
| JMUB | Buy | J P MORGAN EXCHANGE TRADED Fmunicipal etf | $2,452,128 | +0.6% | 48,818 | +1.4% | 0.04% | -5.1% |
| Buy | SHELL PLCspon ads | $2,418,171 | +6.0% | 40,049 | +1.0% | 0.04% | -2.7% | |
| ASML | Buy | ASML HOLDING N V | $2,412,777 | +60.0% | 3,329 | +50.2% | 0.04% | +50.0% |
| SPG | Buy | SIMON PPTY GROUP INC NEW | $2,420,113 | +5.0% | 20,957 | +1.8% | 0.04% | -2.7% |
| IT | Buy | GARTNER INC | $2,420,292 | +54.2% | 6,909 | +43.4% | 0.04% | +44.0% |
| VT | Buy | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $2,391,333 | +5.8% | 24,658 | +0.5% | 0.04% | 0.0% |
| ISD | Buy | PGIM HIGH YIELD BOND FUND IN | $2,344,552 | +12.6% | 188,772 | +10.6% | 0.04% | +6.1% |
| AWK | Buy | AMERICAN WTR WKS CO INC NEW | $2,311,992 | -1.1% | 16,196 | +1.5% | 0.04% | -5.4% |
| MSCI | Buy | MSCI INC | $2,307,309 | +13.7% | 4,917 | +35.7% | 0.04% | +9.4% |
| URI | Buy | UNITED RENTALS INC | $2,248,162 | +19.4% | 5,048 | +6.1% | 0.03% | +13.3% |
| NEEPRQ | Buy | NEXTERA ENERGY INCunit 09/01/2023 | $2,268,030 | +2.8% | 46,258 | +2.4% | 0.03% | -2.9% |
| ISRG | Buy | INTUITIVE SURGICAL INC | $2,250,649 | +38.0% | 6,582 | +3.1% | 0.03% | +30.8% |
| SJM | Buy | SMUCKER J M CO | $2,281,254 | +11.4% | 15,448 | +18.7% | 0.03% | +3.0% |
| ZBH | Buy | ZIMMER BIOMET HOLDINGS INC | $2,265,769 | +23.2% | 15,562 | +9.3% | 0.03% | +17.2% |
| BR | Buy | BROADRIDGE FINL SOLUTIONS IN | $2,255,652 | +14.2% | 13,619 | +1.1% | 0.03% | +6.2% |
| Buy | FIRST TR EXCHNG TRADED FD VIft cboe vest us | $2,196,397 | +10.4% | 69,818 | +6.4% | 0.03% | +3.1% | |
| ES | Buy | EVERSOURCE ENERGY | $2,177,845 | -3.8% | 30,708 | +6.2% | 0.03% | -8.3% |
| IAT | Buy | ISHARES TRus regnl bks etf | $2,191,235 | +542.0% | 64,734 | +578.8% | 0.03% | +560.0% |
| CHD | Buy | CHURCH & DWIGHT CO INC | $2,176,741 | +14.0% | 21,717 | +0.6% | 0.03% | +6.5% |
| EME | Buy | EMCOR GROUP INC | $2,200,175 | +288.5% | 11,907 | +241.9% | 0.03% | +266.7% |
| BAX | Buy | BAXTER INTL INC | $2,208,930 | +333.3% | 48,484 | +285.7% | 0.03% | +312.5% |
| MGMT | Buy | UNIFIED SER TRballast smlmd cp | $2,214,790 | +38.8% | 62,639 | +30.9% | 0.03% | +26.9% |
| DDIV | Buy | FIRST TR EXCHANGE-TRADED FDdorseywright mom | $2,229,804 | +5.1% | 78,681 | +2.8% | 0.03% | -2.9% |
| TROW | Buy | PRICE T ROWE GROUP INC | $2,135,967 | +0.5% | 19,068 | +1.3% | 0.03% | -5.9% |
| WFC | Buy | WELLS FARGO CO NEW | $2,113,720 | +24.9% | 49,525 | +9.4% | 0.03% | +18.5% |
| TM | Buy | TOYOTA MOTOR CORPads | $2,117,205 | +454.1% | 13,171 | +388.4% | 0.03% | +433.3% |
| ECL | Buy | ECOLAB INC | $2,037,256 | +14.1% | 10,913 | +1.1% | 0.03% | +6.9% |
| Buy | SIMPLIFY EXCHANGE TRADED FUNhedged equity | $1,998,138 | +45.3% | 80,535 | +38.4% | 0.03% | +36.4% | |
| HOLX | Buy | HOLOGIC INC | $2,031,456 | +8.6% | 25,089 | +8.2% | 0.03% | 0.0% |
| SPOT | Buy | SPOTIFY TECHNOLOGY S A | $1,916,485 | +514.8% | 11,937 | +411.7% | 0.03% | +480.0% |
| ACA | Buy | ARCOSA INC | $1,925,467 | +438.8% | 25,412 | +348.8% | 0.03% | +383.3% |
| HUM | Buy | HUMANA INC | $1,907,135 | -3.6% | 4,265 | +4.6% | 0.03% | -9.4% |
| MMTM | Buy | SPDR SER TRs&p1500momtilt | $1,950,216 | +29.8% | 10,512 | +18.2% | 0.03% | +20.8% |
| PPG | Buy | PPG INDS INC | $1,951,862 | +12.1% | 13,162 | +1.0% | 0.03% | +3.6% |
| IYM | Buy | ISHARES TRu.s. bas mtl etf | $1,937,873 | +1.1% | 14,565 | +0.7% | 0.03% | -6.5% |
| Buy | CAPITAL GROUP GBL GROWTH EQT | $1,852,850 | +6.3% | 76,280 | +0.9% | 0.03% | 0.0% | |
| IYC | Buy | ISHARES TRus consum discre | $1,872,815 | +573.0% | 26,316 | +511.9% | 0.03% | +600.0% |
| GSBD | Buy | GOLDMAN SACHS BDC INC | $1,838,064 | +4.1% | 132,616 | +2.5% | 0.03% | 0.0% |
| CWI | Buy | SPDR INDEX SHS FDSmsci acwi exus | $1,870,568 | +2.1% | 71,587 | +0.6% | 0.03% | -3.4% |
| ACWI | Buy | ISHARES TRmsci acwi etf | $1,844,351 | +8.2% | 19,224 | +2.8% | 0.03% | +3.7% |
| SMMV | Buy | ISHARES TRmsci usa smcp mn | $1,784,051 | +0.6% | 52,044 | +1.8% | 0.03% | -3.6% |
| DGRW | Buy | WISDOMTREE TRus qtly div grt | $1,801,886 | +44.0% | 27,031 | +34.7% | 0.03% | +35.0% |
| PSLV | Buy | SPROTT PHYSICAL SILVER TRtr unit | $1,771,033 | +40.3% | 227,347 | +50.2% | 0.03% | +35.0% |
| HMOP | Buy | HARTFORD FDS EXCHANGE TRADEDmun oportunite | $1,793,779 | +40.5% | 47,155 | +41.1% | 0.03% | +35.0% |
| HROW | Buy | HARROW HEALTH INC | $1,798,271 | +58.7% | 94,447 | +76.4% | 0.03% | +50.0% |
| LTHM | Buy | LIVENT CORP | $1,825,988 | +169.4% | 66,569 | +113.3% | 0.03% | +145.5% |
| FTA | Buy | FIRST TR LRG CP VL ALPHADEX | $1,821,233 | +3.4% | 27,313 | +2.9% | 0.03% | -3.6% |
| XYL | Buy | XYLEM INC | $1,823,627 | +47.5% | 16,193 | +37.1% | 0.03% | +35.0% |
| SHOP | Buy | SHOPIFY INCcl a | $1,799,175 | +35.6% | 27,851 | +0.6% | 0.03% | +28.6% |
| FDX | Buy | FEDEX CORP | $1,710,860 | +12.0% | 6,901 | +3.2% | 0.03% | +8.3% |
| VTEB | Buy | VANGUARD MUN BD FDStax exempt bd | $1,707,576 | +6.4% | 34,002 | +7.3% | 0.03% | 0.0% |
| HUBB | Buy | HUBBELL INC | $1,719,760 | +67.5% | 5,187 | +22.9% | 0.03% | +62.5% |
| FGD | Buy | FIRST TR EXCHANGE TRADED FDdj glbl divid | $1,760,824 | -3.0% | 82,128 | +0.0% | 0.03% | -10.3% |
| ORCC | Buy | OWL ROCK CAPITAL CORPORATION | $1,734,122 | +11.3% | 129,219 | +4.6% | 0.03% | +4.0% |
| QQEW | Buy | FIRST TR NAS100 EQ WEIGHTED | $1,638,173 | +62.4% | 15,324 | +52.9% | 0.02% | +56.2% |
| MGK | Buy | VANGUARD WORLD FDmega grwth ind | $1,691,999 | +19.2% | 7,190 | +3.6% | 0.02% | +8.7% |
| DSI | Buy | ISHARES TRmsci kld400 soc | $1,636,239 | +14.2% | 19,440 | +5.8% | 0.02% | +8.7% |
| GM | Buy | GENERAL MTRS CO | $1,698,711 | +32.5% | 44,054 | +26.1% | 0.02% | +19.0% |
| Buy | BROOKFIELD ASSET MANAGMT LTD | $1,658,262 | +10.2% | 50,820 | +10.5% | 0.02% | +4.2% | |
| IWN | Buy | ISHARES TRrus 2000 val etf | $1,625,993 | +13.4% | 11,548 | +10.3% | 0.02% | +4.3% |
| LW | Buy | LAMB WESTON HLDGS INC | $1,580,218 | +20.8% | 13,747 | +9.8% | 0.02% | +14.3% |
| NXST | Buy | NEXSTAR MEDIA GROUP INC | $1,623,783 | +144.7% | 9,750 | +153.6% | 0.02% | +118.2% |
| CG | Buy | CARLYLE GROUP INC | $1,530,352 | +5.2% | 47,898 | +2.3% | 0.02% | 0.0% |
| CNQ | Buy | CANADIAN NAT RES LTD | $1,554,408 | +420.1% | 27,629 | +411.6% | 0.02% | +360.0% |
| IUSV | Buy | ISHARES TRcore s&p us vlu | $1,547,278 | +6.9% | 19,771 | +0.8% | 0.02% | 0.0% |
| CBRE | Buy | CBRE GROUP INCcl a | $1,529,939 | +25.9% | 18,956 | +13.6% | 0.02% | +21.1% |
| SCHF | Buy | SCHWAB STRATEGIC TRintl eqty etf | $1,492,592 | +13.1% | 41,868 | +10.4% | 0.02% | +4.8% |
| PFM | Buy | INVESCO EXCHANGE TRADED FD Tdivid achievev | $1,473,985 | +36.2% | 38,556 | +30.4% | 0.02% | +29.4% |
| DBEF | Buy | DBX ETF TRxtrack msci eafe | $1,487,797 | +191.6% | 42,064 | +190.2% | 0.02% | +175.0% |
| BFB | Buy | BROWN FORMAN CORPcl b | $1,444,074 | +6.3% | 21,624 | +2.3% | 0.02% | 0.0% |
| ETY | Buy | EATON VANCE TAX-MANAGED DIVE | $1,482,251 | +8.6% | 118,961 | +1.7% | 0.02% | 0.0% |
| EOG | Buy | EOG RES INC | $1,465,744 | +7.2% | 12,808 | +7.4% | 0.02% | 0.0% |
| CELH | Buy | CELSIUS HLDGS INC | $1,453,857 | +69.4% | 9,745 | +5.5% | 0.02% | +57.1% |
| EVT | Buy | EATON VANCE TAX ADVT DIV INC | $1,453,998 | +19.0% | 63,912 | +18.2% | 0.02% | +10.0% |
| COG | Buy | COTERRA ENERGY INC | $1,496,672 | +19.6% | 59,157 | +16.1% | 0.02% | +10.0% |
| PKG | Buy | PACKAGING CORP AMER | $1,375,868 | -1.2% | 10,411 | +3.8% | 0.02% | -4.5% |
| CTVA | Buy | CORTEVA INC | $1,390,388 | +0.1% | 24,265 | +5.4% | 0.02% | -4.5% |
| LCTU | Buy | BLACKROCK ETF TRUSTus carbon trans | $1,417,679 | +31.3% | 29,027 | +21.7% | 0.02% | +23.5% |
| Buy | BLACKSTONE SECD LENDING FD | $1,415,962 | +354.3% | 51,753 | +313.9% | 0.02% | +320.0% | |
| FCX | Buy | FREEPORT-MCMORAN INCcl b | $1,372,460 | +3.8% | 34,312 | +6.2% | 0.02% | 0.0% |
| INFL | Buy | LISTED FD TRhorizon kinetics | $1,389,315 | +1.4% | 45,447 | +2.3% | 0.02% | -4.5% |
| BOTZ | Buy | GLOBAL X FDSrbtcs artfl inte | $1,368,857 | +32.5% | 47,629 | +17.6% | 0.02% | +23.5% |
| SOFI | Buy | SOFI TECHNOLOGIES INC | $1,408,618 | +693.8% | 168,899 | +477.7% | 0.02% | +600.0% |
| PTIN | Buy | PACER FDS TRtrendpilot intl | $1,376,156 | +17.9% | 50,170 | +12.8% | 0.02% | +10.5% |
| Buy | GE HEALTHCARE TECHNOLOGIES I | $1,420,110 | +6.3% | 17,480 | +7.4% | 0.02% | 0.0% | |
| USXF | Buy | ISHARES TResg msci usa etf | $1,392,379 | +16.1% | 38,731 | +6.8% | 0.02% | +10.5% |
| CMS | Buy | CMS ENERGY CORP | $1,310,851 | +10.3% | 22,312 | +15.2% | 0.02% | +5.3% |
| NDAQ | Buy | NASDAQ INC | $1,331,549 | -8.5% | 26,711 | +0.4% | 0.02% | -13.0% |
| SCD | Buy | LMP CAP & INCOME FD INC | $1,325,515 | +14.6% | 103,475 | +9.2% | 0.02% | +5.3% |
| ATKR | Buy | ATKORE INC | $1,320,344 | +153.5% | 8,467 | +128.4% | 0.02% | +150.0% |
| IYY | Buy | ISHARES TRdow jones us etf | $1,350,442 | +9.6% | 12,466 | +1.2% | 0.02% | 0.0% |
| SF | Buy | STIFEL FINL CORP | $1,329,043 | +1.6% | 22,273 | +0.6% | 0.02% | -4.8% |
| GFF | Buy | GRIFFON CORP | $1,248,091 | +26.2% | 30,970 | +0.2% | 0.02% | +18.8% |
| QJUN | Buy | FIRST TR EXCHNG TRADED FD VIcboe vest nas100 | $1,277,039 | +91.6% | 57,395 | +75.7% | 0.02% | +72.7% |
| SKYY | Buy | FIRST TR EXCHANGE TRADED FD | $1,295,493 | +14.1% | 17,059 | +0.5% | 0.02% | +5.6% |
| AEM | Buy | AGNICO EAGLE MINES LTD | $1,270,405 | +6.1% | 25,418 | +8.2% | 0.02% | 0.0% |
| TDG | Buy | TRANSDIGM GROUP INC | $1,293,864 | +229.4% | 1,447 | +171.5% | 0.02% | +216.7% |
| ED | Buy | CONSOLIDATED EDISON INC | $1,247,962 | +1.8% | 13,805 | +7.7% | 0.02% | -5.0% |
| BSJS | New | INVESCO EXCH TRD SLF IDX FDinvsco 28 hycorp | $1,281,913 | – | 61,058 | +100.0% | 0.02% | – |
| BKNG | Buy | BOOKING HOLDINGS INC | $1,263,754 | +4.9% | 468 | +3.1% | 0.02% | 0.0% |
| FSMB | Buy | FIRST TR EXCH TRADED FD IIIshrt dur mng mun | $1,205,798 | +1.9% | 61,084 | +2.7% | 0.02% | -5.3% |
| KNSL | Buy | KINSALE CAP GROUP INC | $1,190,709 | +67.8% | 3,182 | +34.6% | 0.02% | +63.6% |
| BGB | Buy | BLACKSTONE STRATEGIC CRED 20 | $1,210,652 | +7.0% | 110,764 | +4.3% | 0.02% | 0.0% |
| CRL | Buy | CHARLES RIV LABS INTL INC | $1,232,906 | +12.5% | 5,864 | +8.0% | 0.02% | 0.0% |
| BSTZ | Buy | BLACKROCK SCIENCE & TECHNOLO | $1,226,228 | +4.4% | 67,710 | +7.7% | 0.02% | -5.3% |
| NJR | Buy | NEW JERSEY RES CORP | $1,179,007 | -8.8% | 24,979 | +2.8% | 0.02% | -14.3% |
| RMD | Buy | RESMED INC | $1,157,485 | +14.2% | 5,297 | +14.4% | 0.02% | +6.2% |
| ACGL | Buy | ARCH CAP GROUP LTDord | $1,113,993 | +33.7% | 14,883 | +21.2% | 0.02% | +30.8% |
| IMCG | Buy | ISHARES TRmrgstr md cp grw | $1,158,226 | +7.5% | 19,006 | +1.6% | 0.02% | 0.0% |
| EXG | Buy | EATON VANCE TAX-MANAGED GLOB | $1,153,388 | +10.9% | 145,630 | +9.3% | 0.02% | 0.0% |
| NDSN | Buy | NORDSON CORP | $1,150,152 | +81.8% | 4,634 | +62.8% | 0.02% | +70.0% |
| IEX | Buy | IDEX CORP | $1,053,317 | -0.0% | 4,893 | +7.3% | 0.02% | -5.9% |
| Buy | WARNER BROS DISCOVERY INC | $1,039,673 | -8.0% | 82,909 | +10.8% | 0.02% | -11.1% | |
| VUSB | Buy | VANGUARD BD INDEX FDSvanguard ultra | $1,075,572 | +5.4% | 21,879 | +5.6% | 0.02% | 0.0% |
| EWW | Buy | ISHARES INCmsci mexico etf | $1,058,366 | +7.2% | 17,021 | +2.7% | 0.02% | 0.0% |
| IGV | Buy | ISHARES TRexpanded tech | $1,050,875 | +98.1% | 3,038 | +74.5% | 0.02% | +100.0% |
| NYF | Buy | ISHARES TRnew york mun etf | $1,091,914 | -0.4% | 20,502 | +0.0% | 0.02% | -11.1% |
| Buy | DIMENSIONAL ETF TRUSTemerging mkts va | $1,088,852 | +13.9% | 44,680 | +9.3% | 0.02% | +6.7% | |
| Buy | DIMENSIONAL ETF TRUSTinternatnal val | $1,035,650 | +9.5% | 31,527 | +7.5% | 0.02% | +6.7% | |
| WPC | Buy | WP CAREY INC | $1,035,133 | -11.6% | 15,322 | +1.3% | 0.02% | -15.8% |
| ARR | Buy | ARMOUR RESIDENTIAL REIT INC | $990,939 | +5.6% | 185,917 | +4.0% | 0.02% | 0.0% |
| BSMR | Buy | INVESCO EXCH TRD SLF IDX FD | $978,220 | +54.1% | 41,450 | +55.8% | 0.02% | +50.0% |
| ROBT | Buy | FIRST TR EXCHANGE-TRADED FDnasdq artfcial | $1,016,349 | +624.0% | 22,254 | +575.8% | 0.02% | +650.0% |
| JPIN | Buy | J P MORGAN EXCHANGE TRADED Fdiv rtn int eq | $1,011,804 | -0.6% | 19,484 | +0.1% | 0.02% | -6.2% |
| FSK | Buy | FS KKR CAP CORP | $978,027 | +13.4% | 50,992 | +9.4% | 0.02% | +7.1% |
| VIOO | Buy | VANGUARD ADMIRAL FDS INCsmllcp 600 idx | $967,877 | +5.3% | 10,533 | +1.8% | 0.02% | 0.0% |
| MNST | Buy | MONSTER BEVERAGE CORP NEW | $984,981 | +9.2% | 17,148 | +2.7% | 0.02% | +7.1% |
| TSM | Buy | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $910,720 | +9.0% | 9,024 | +0.4% | 0.01% | +7.7% |
| GAB | Buy | GABELLI EQUITY TR INC | $925,489 | +45.0% | 159,567 | +43.5% | 0.01% | +40.0% |
| FEM | Buy | FIRST TR EXCH TRD ALPHDX FDemerg mkt alph | $941,467 | +0.1% | 44,451 | +0.2% | 0.01% | -6.7% |
| GOF | Buy | GUGGENHEIM STRATEGIC OPPORTU | $925,589 | +31.0% | 58,213 | +33.2% | 0.01% | +27.3% |
| AEPPZ | Buy | AMERICAN ELEC PWR CO INCunit 08/15/2023 | $919,080 | -0.5% | 18,500 | +0.8% | 0.01% | -6.7% |
| SCHG | Buy | SCHWAB STRATEGIC TRus lcap gr etf | $959,381 | +18.7% | 12,800 | +3.3% | 0.01% | +7.7% |
| RPD | Buy | RAPID7 INC | $908,317 | +41.4% | 20,060 | +43.4% | 0.01% | +40.0% |
| FEX | Buy | FIRST TR LRGE CP CORE ALPHA | $956,034 | +5.4% | 11,380 | +1.0% | 0.01% | -6.7% |
| OMFL | Buy | INVESCO EXCH TRD SLF IDX FDrusl 1000 dynm | $943,600 | +1461.3% | 19,265 | +1381.9% | 0.01% | +1300.0% |
| ILMN | Buy | ILLUMINA INC | $891,327 | -17.0% | 4,754 | +2.9% | 0.01% | -23.5% |
| PNC | Buy | PNC FINL SVCS GROUP INC | $847,388 | +0.3% | 6,728 | +1.2% | 0.01% | -7.1% |
| XRT | Buy | SPDR SER TRs&p retail etf | $844,284 | +1.8% | 13,244 | +1.2% | 0.01% | 0.0% |
| QMAR | Buy | FIRST TR EXCHNG TRADED FD VIcboe vest nas100 | $895,236 | +28.9% | 37,339 | +19.2% | 0.01% | +18.2% |
| PBR | Buy | PETROLEO BRASILEIRO SA PETROsponsored adr | $888,512 | +88.0% | 64,245 | +41.8% | 0.01% | +62.5% |
| AIO | Buy | VIRTUS ARTIFICIAL INTELLIGEN | $872,160 | +151.9% | 47,400 | +138.2% | 0.01% | +116.7% |
| VIGI | Buy | VANGUARD WHITEHALL FDSintl dvd etf | $895,637 | +54.2% | 11,928 | +51.3% | 0.01% | +44.4% |
| RNR | Buy | RENAISSANCERE HLDGS LTD | $856,313 | -6.4% | 4,591 | +0.5% | 0.01% | -13.3% |
| ENPH | Buy | ENPHASE ENERGY INC | $864,364 | -6.8% | 5,161 | +17.0% | 0.01% | -13.3% |
| VMC | Buy | VULCAN MATLS CO | $860,504 | +58.9% | 3,817 | +20.9% | 0.01% | +44.4% |
| Buy | CAPITAL GROUP INTL FOCUS EQT | $839,386 | +7.3% | 35,688 | +5.8% | 0.01% | 0.0% | |
| MU | Buy | MICRON TECHNOLOGY INC | $836,106 | +20.0% | 13,248 | +14.7% | 0.01% | +18.2% |
| OHI | Buy | OMEGA HEALTHCARE INVS INC | $859,998 | +12.0% | 28,022 | +0.0% | 0.01% | +8.3% |
| RIO | Buy | RIO TINTO PLCsponsored adr | $894,462 | -5.6% | 14,011 | +1.4% | 0.01% | -13.3% |
| QYLD | Buy | GLOBAL X FDSnasdaq 100 cover | $878,247 | +3.9% | 49,479 | +0.4% | 0.01% | -7.1% |
| DBC | Buy | INVESCO DB COMMDY INDX TRCKunit | $845,066 | +66.1% | 37,228 | +73.7% | 0.01% | +62.5% |
| WTRG | Buy | ESSENTIAL UTILS INC | $891,084 | -7.1% | 22,327 | +1.6% | 0.01% | -13.3% |
| XMHQ | Buy | INVESCO EXCHANGE TRADED FD Ts&p mdcp quality | $892,572 | +36.3% | 11,059 | +23.9% | 0.01% | +30.0% |
| UNM | Buy | UNUM GROUP | $777,987 | +21.8% | 16,310 | +1.0% | 0.01% | +20.0% |
| WCC | Buy | WESCO INTL INC | $822,344 | +21.3% | 4,593 | +4.7% | 0.01% | +9.1% |
| QTUM | Buy | ETF SER SOLUTIONSdefiance quant | $830,409 | +10.8% | 16,408 | +1.8% | 0.01% | 0.0% |
| SPLK | Buy | SPLUNK INC | $787,294 | +533.6% | 7,421 | +472.6% | 0.01% | +500.0% |
| WRB | Buy | BERKLEY W R CORP | $787,016 | +18.7% | 13,214 | +24.1% | 0.01% | +9.1% |
| DEO | Buy | DIAGEO PLCspon adr new | $776,897 | +2.1% | 4,478 | +6.6% | 0.01% | 0.0% |
| FAPR | Buy | FIRST TR EXCHNG TRADED FD VIcboe vest us eqt | $795,446 | +168.0% | 24,244 | +152.3% | 0.01% | +140.0% |
| CMG | Buy | CHIPOTLE MEXICAN GRILL INC | $802,125 | +32.3% | 375 | +5.6% | 0.01% | +20.0% |
| RVT | Buy | ROYCE VALUE TR INC | $767,970 | +2.2% | 55,650 | +0.5% | 0.01% | 0.0% |
| ATVI | Buy | ACTIVISION BLIZZARD INC | $792,308 | +50.6% | 9,399 | +52.9% | 0.01% | +50.0% |
| LSI | Buy | LIFE STORAGE INC | $822,889 | +5.2% | 6,189 | +3.7% | 0.01% | -7.7% |
| UL | Buy | UNILEVER PLCspon adr new | $775,759 | +0.4% | 14,881 | +0.1% | 0.01% | 0.0% |
| STLD | Buy | STEEL DYNAMICS INC | $827,053 | +338.8% | 7,593 | +355.5% | 0.01% | +300.0% |
| PTMC | Buy | PACER FDS TRtrendp us mid cp | $741,472 | +261.1% | 22,510 | +248.0% | 0.01% | +266.7% |
| FTXN | Buy | FIRST TR EXCHANGE-TRADED FDnasdq oil gas | $750,855 | -1.9% | 28,522 | +0.5% | 0.01% | -8.3% |
| TPL | Buy | TEXAS PACIFIC LAND CORPORATI | $760,937 | -21.2% | 578 | +1.8% | 0.01% | -26.7% |
| TXT | Buy | TEXTRON INC | $747,176 | +15.2% | 11,048 | +20.3% | 0.01% | +10.0% |
| Buy | FIRST TR EXCHNG TRADED FD VIft cboe vest us | $746,972 | +2334187.5% | 22,331 | +2233000.0% | 0.01% | – | |
| PPH | Buy | VANECK ETF TRUSTpharmaceutcl etf | $718,146 | +11464.3% | 9,117 | +11296.2% | 0.01% | – |
| BRKR | Buy | BRUKER CORP | $725,824 | +7768.9% | 9,819 | +8292.3% | 0.01% | – |
| VV | Buy | VANGUARD INDEX FDSlarge cap etf | $766,623 | +42.0% | 3,782 | +30.9% | 0.01% | +22.2% |
| MNP | Buy | WESTERN ASSET MUN PARTNERS F | $716,345 | +1.6% | 61,217 | +5.1% | 0.01% | 0.0% |
| Buy | WORLD GOLD TRspdr gld minis | $703,560 | +52.7% | 18,471 | +56.8% | 0.01% | +57.1% | |
| AWF | Buy | ALLIANCEBERNSTEIN GLOBAL HIG | $729,997 | +2.5% | 73,293 | +0.0% | 0.01% | 0.0% |
| SUSC | Buy | ISHARES TResg awre usd etf | $727,643 | +10.4% | 31,998 | +11.8% | 0.01% | 0.0% |
| DMXF | Buy | ISHARES TResg eafe etf | $760,279 | +8.5% | 12,482 | +6.2% | 0.01% | 0.0% |
| KR | Buy | KROGER CO | $725,222 | +75.0% | 15,430 | +83.8% | 0.01% | +57.1% |
| AEE | Buy | AMEREN CORP | $714,104 | +22.9% | 8,744 | +30.0% | 0.01% | +22.2% |
| H | New | HYATT HOTELS CORP | $637,981 | – | 5,568 | +100.0% | 0.01% | – |
| SUSA | Buy | ISHARES TRmsci usa esg slc | $671,889 | +7.4% | 7,175 | +0.7% | 0.01% | 0.0% |
| KRP | Buy | KIMBELL RTY PARTNERS LPunit | $667,407 | -3.2% | 45,371 | +0.2% | 0.01% | -9.1% |
| NJUL | Buy | INNOVATOR ETFS TRgrwt100 pwr buf | $661,972 | +208.8% | 12,914 | +188.6% | 0.01% | +233.3% |
| BMEZ | Buy | BLACKROCK HEALTH SCIENCES TE | $654,357 | +18.9% | 39,851 | +21.0% | 0.01% | +11.1% |
| FPEI | Buy | FIRST TR EXCH TRADED FD IIIinstl pfd secs | $682,088 | +6.2% | 40,480 | +5.6% | 0.01% | 0.0% |
| AAMC | Buy | ALTISOURCE ASSET MGMT CORP | $638,599 | +164.1% | 11,365 | +205.8% | 0.01% | +150.0% |
| BXMX | Buy | NUVEEN S&P 500 BUY-WRITE INC | $638,717 | +17.2% | 47,772 | +14.8% | 0.01% | +11.1% |
| FLNG | Buy | FLEX LNG LTD | $672,271 | +11.3% | 22,020 | +22.4% | 0.01% | 0.0% |
| VNO | Buy | VORNADO RLTY TRsh ben int | $666,645 | +672.6% | 36,750 | +554.6% | 0.01% | +900.0% |
| New | CANADIAN PACIFIC KANSAS CITY | $658,947 | – | 8,158 | +100.0% | 0.01% | – | |
| ADM | Buy | ARCHER DANIELS MIDLAND CO | $682,606 | +20.6% | 9,034 | +27.1% | 0.01% | +11.1% |
| IDXX | Buy | IDEXX LABS INC | $687,553 | +3.1% | 1,369 | +2.6% | 0.01% | -9.1% |
| AEHR | Buy | AEHR TEST SYS | $639,375 | +56.1% | 15,500 | +17.4% | 0.01% | +42.9% |
| SCCO | Buy | SOUTHERN COPPER CORP | $614,508 | -5.6% | 8,566 | +0.3% | 0.01% | -10.0% |
| CF | Buy | CF INDS HLDGS INC | $571,743 | -3.1% | 8,236 | +1.2% | 0.01% | 0.0% |
| LEN | Buy | LENNAR CORPcl a | $614,907 | +19.4% | 4,907 | +0.2% | 0.01% | +12.5% |
| WSO | Buy | WATSCO INC | $596,620 | +25.5% | 1,564 | +4.7% | 0.01% | +12.5% |
| HFXI | Buy | INDEXIQ ETF TRftse internl eqt | $599,348 | +16.3% | 25,015 | +12.0% | 0.01% | +12.5% |
| PTF | Buy | INVESCO EXCHANGE TRADED FD Tdwa technology | $577,736 | +17.1% | 3,924 | +4.0% | 0.01% | +12.5% |
| XDQQ | Buy | INNOVATOR ETFS TRgrowth accelerat | $616,353 | +125.2% | 24,600 | +105.0% | 0.01% | +125.0% |
| EAGG | Buy | ISHARES TResg awr us agrgt | $630,746 | +15.4% | 13,372 | +17.5% | 0.01% | 0.0% |
| EUSB | Buy | ISHARES TResg adv ttl usd | $613,493 | +4.5% | 14,408 | +6.1% | 0.01% | 0.0% |
| XDSQ | Buy | INNOVATOR ETFS TRus equity accele | $607,910 | +8.1% | 21,200 | +0.2% | 0.01% | 0.0% |
| PWR | Buy | QUANTA SVCS INC | $578,876 | +35.7% | 2,947 | +15.1% | 0.01% | +28.6% |
| VGK | Buy | VANGUARD INTL EQUITY INDEX Fftse europe etf | $589,358 | +35.2% | 9,552 | +33.6% | 0.01% | +28.6% |
| SPEM | Buy | SPDR INDEX SHS FDSportfolio emg mk | $619,849 | +1.4% | 18,029 | +0.7% | 0.01% | -10.0% |
| UTF | Buy | COHEN & STEERS INFRASTRUCTUR | $609,184 | +3.7% | 25,791 | +7.1% | 0.01% | 0.0% |
| RJF | Buy | RAYMOND JAMES FINL INC | $582,710 | +20.0% | 5,615 | +7.9% | 0.01% | +12.5% |
| VMW | Buy | VMWARE INC | $598,796 | +18.1% | 4,167 | +2.6% | 0.01% | +12.5% |
| MDC | Buy | M D C HLDGS INC | $515,697 | +21.6% | 11,026 | +1.1% | 0.01% | +14.3% |
| KRE | Buy | SPDR SER TRs&p regl bkg | $522,542 | +0.9% | 12,798 | +8.4% | 0.01% | 0.0% |
| OXYWS | Buy | OCCIDENTAL PETE CORPw exp 08/03/202 | $502,215 | -0.4% | 13,457 | +9.4% | 0.01% | 0.0% |
| QTEC | Buy | FIRST TR NASDAQ 100 TECH IND | $557,001 | +15.0% | 3,785 | +2.0% | 0.01% | 0.0% |
| IRM | Buy | IRON MTN INC DEL | $566,528 | +15.5% | 9,971 | +7.6% | 0.01% | 0.0% |
| USA | Buy | LIBERTY ALL STAR EQUITY FDsh ben int | $525,835 | +105.7% | 81,273 | +97.2% | 0.01% | +100.0% |
| BKR | Buy | BAKER HUGHES COMPANYcl a | $528,958 | +15.3% | 16,734 | +5.3% | 0.01% | +14.3% |
| PMAY | Buy | INNOVATOR ETFS TRus eqty pwr buf | $515,032 | +305.7% | 17,254 | +291.7% | 0.01% | +300.0% |
| RHS | New | INVESCO EXCHANGE TRADED FD Ts&p500 eql stp | $550,664 | – | 3,289 | +100.0% | 0.01% | – |
| FAUG | Buy | FIRST TR EXCHNG TRADED FD VIvest us buffer | $559,529 | +7.8% | 14,488 | +1.8% | 0.01% | 0.0% |
| DFAC | Buy | DIMENSIONAL ETF TRUSTus core equity 2 | $558,856 | +187.5% | 20,584 | +169.8% | 0.01% | +166.7% |
| LII | Buy | LENNOX INTL INC | $527,909 | +30.0% | 1,619 | +0.1% | 0.01% | +14.3% |
| PJUL | Buy | INNOVATOR ETFS TRus eqty pwr buf | $502,794 | +16.6% | 14,693 | +7.8% | 0.01% | +14.3% |
| HYT | Buy | BLACKROCK CORPOR HI YLD FD I | $525,601 | +4.2% | 58,924 | +1.9% | 0.01% | 0.0% |
| FDVV | Buy | FIDELITY COVINGTON TRUSThigh divid etf | $521,080 | +99.4% | 13,112 | +91.1% | 0.01% | +100.0% |
| CRMD | Buy | CORMEDIX INC | $522,242 | +2.9% | 131,713 | +7.5% | 0.01% | 0.0% |
| HTGC | Buy | HERCULES CAPITAL INC | $566,511 | +17.0% | 38,278 | +1.9% | 0.01% | 0.0% |
| HES | Buy | HESS CORP | $473,919 | +3.1% | 3,486 | +0.4% | 0.01% | 0.0% |
| INMD | Buy | INMODE LTD | $478,379 | +25.7% | 12,808 | +7.6% | 0.01% | +16.7% |
| FMAY | Buy | FIRST TR EXCHNG TRADED FD VIcboe vest us buf | $471,596 | +7.1% | 12,103 | +1.3% | 0.01% | 0.0% |
| AVT | Buy | AVNET INC | $448,877 | +19.0% | 8,897 | +6.7% | 0.01% | +16.7% |
| STT | Buy | STATE STR CORP | $475,569 | +23.6% | 6,499 | +27.9% | 0.01% | +16.7% |
| NUV | Buy | NUVEEN MUN VALUE FD INC | $476,732 | -1.0% | 54,797 | +0.3% | 0.01% | -12.5% |
| VONE | Buy | VANGUARD SCOTTSDALE FDSvng rus1000idx | $434,021 | +70.2% | 2,153 | +57.3% | 0.01% | +75.0% |
| DGX | Buy | QUEST DIAGNOSTICS INC | $464,785 | +8.3% | 3,307 | +9.0% | 0.01% | 0.0% |
| SMCI | Buy | SUPER MICRO COMPUTER INC | $436,188 | +182.3% | 1,750 | +20.7% | 0.01% | +250.0% |
| LUV | Buy | SOUTHWEST AIRLS CO | $483,129 | +41.4% | 13,342 | +27.1% | 0.01% | +40.0% |
| CCJ | Buy | CAMECO CORP | $455,789 | +20.2% | 14,548 | +0.4% | 0.01% | +16.7% |
| MPW | Buy | MEDICAL PPTYS TRUST INC | $482,230 | +40.7% | 52,077 | +24.9% | 0.01% | +40.0% |
| FMF | Buy | FIRST TR EXCHANGE-TRADED FDmngd futrs strgy | $435,597 | +6.2% | 9,111 | +4.4% | 0.01% | 0.0% |
| AIG | Buy | AMERICAN INTL GROUP INC | $464,566 | +22.5% | 8,074 | +7.2% | 0.01% | +16.7% |
| CEF | Buy | SPROTT PHYSICAL GOLD & SILVEtr unit | $475,494 | -4.0% | 26,387 | +0.8% | 0.01% | -12.5% |
| UNIT | Buy | UNITI GROUP INC | $447,067 | +235.0% | 96,768 | +157.4% | 0.01% | +250.0% |
| HUBS | Buy | HUBSPOT INC | $463,982 | +25.3% | 872 | +0.9% | 0.01% | +16.7% |
| RCL | Buy | ROYAL CARIBBEAN GROUP | $458,012 | +60.2% | 4,415 | +0.9% | 0.01% | +40.0% |
| GCOW | Buy | PACER FDS TRglobl cash etf | $453,266 | +38.8% | 13,673 | +40.8% | 0.01% | +40.0% |
| IYG | Buy | ISHARES TRu.s. fin svc etf | $464,437 | +7.8% | 2,940 | +3.0% | 0.01% | 0.0% |
| DHS | Buy | WISDOMTREE TRus high dividend | $448,457 | +94.0% | 5,636 | +100.6% | 0.01% | +75.0% |
| SPSM | Buy | SPDR SER TRportfolio s&p600 | $471,435 | +947.9% | 12,138 | +919.1% | 0.01% | +600.0% |
| New | BARCLAYS BANK PLCipth sr b s&p | $467,625 | – | 18,705 | +100.0% | 0.01% | – | |
| FALN | Buy | ISHARES TRfaln angls usd | $475,126 | +8.0% | 18,728 | +7.6% | 0.01% | 0.0% |
| MUJ | Buy | BLACKROCK MUNIHLDGS NJ QLTY | $378,864 | +6.7% | 33,918 | +9.4% | 0.01% | 0.0% |
| ACWX | Buy | ISHARES TRmsci acwi ex us | $381,267 | +2.4% | 7,746 | +1.5% | 0.01% | 0.0% |
| XLG | Buy | INVESCO EXCHANGE TRADED FD Ts&p 500 top 50 | $373,861 | +21.4% | 1,069 | +7.8% | 0.01% | +20.0% |
| PSCT | Buy | INVESCO EXCH TRADED FD TR IIs&p smlcp info | $383,309 | +14.0% | 2,601 | +1.8% | 0.01% | +20.0% |
| DWAS | Buy | INVESCO EXCH TRADED FD TR IIdwa smlcp ment | $403,755 | +12.3% | 5,129 | +5.1% | 0.01% | 0.0% |
| AJG | Buy | GALLAGHER ARTHUR J & CO | $407,748 | +14.8% | 1,857 | +0.1% | 0.01% | 0.0% |
| FSV | Buy | FIRSTSERVICE CORP NEW | $402,000 | +9.3% | 2,609 | +0.1% | 0.01% | 0.0% |
| New | FIRST TR EXCHNG TRADED FD VIft cboe vest u s | $389,994 | – | 12,485 | +100.0% | 0.01% | – | |
| SPXX | Buy | NUVEEN S&P 500 DYNAMIC OVERW | $379,064 | +2.3% | 24,175 | +1.7% | 0.01% | 0.0% |
| LGI | Buy | LAZARD GLOBAL TOTAL RETURN & | $409,794 | +6.4% | 26,252 | +5.2% | 0.01% | 0.0% |
| DVA | Buy | DAVITA INC | $420,969 | +30.1% | 4,190 | +5.0% | 0.01% | +20.0% |
| SRE | Buy | SEMPRA | $404,829 | -3.1% | 2,781 | +0.7% | 0.01% | -14.3% |
| CCD | Buy | CALAMOS DYNAMIC CONV & INCOM | $418,734 | +77.3% | 19,261 | +73.7% | 0.01% | +50.0% |
| VYMI | Buy | VANGUARD WHITEHALL FDSintl high etf | $394,272 | +7.2% | 6,238 | +5.1% | 0.01% | 0.0% |
| EOS | Buy | EATON VANCE ENHANCED EQUITY | $383,114 | +15.6% | 21,415 | +5.9% | 0.01% | +20.0% |
| CROX | Buy | CROCS INC | $430,758 | -8.5% | 3,831 | +2.9% | 0.01% | -25.0% |
| VALE | Buy | VALE S Asponsored ads | $373,765 | -13.5% | 27,851 | +1.7% | 0.01% | -14.3% |
| BTZ | Buy | BLACKROCK CR ALLOCATION INCO | $412,587 | +25.1% | 40,649 | +26.9% | 0.01% | +20.0% |
| Buy | CAPITAL GROUP DIVIDEND VALUE | $411,309 | +172.9% | 15,211 | +151.7% | 0.01% | +200.0% | |
| XOP | Buy | SPDR SER TRs&p oilgas exp | $373,349 | +52.1% | 2,898 | +50.6% | 0.01% | +50.0% |
| IFN | Buy | INDIA FD INC | $368,502 | +10262.8% | 22,199 | +9346.4% | 0.01% | – |
| Buy | PERMIAN RESOURCES CORP | $384,159 | +2879.4% | 35,051 | +2754.3% | 0.01% | – | |
| MRVL | Buy | MARVELL TECHNOLOGY INC | $419,476 | +46.4% | 7,017 | +6.0% | 0.01% | +20.0% |
| MLM | Buy | MARTIN MARIETTA MATLS INC | $390,590 | +34.8% | 846 | +3.7% | 0.01% | +20.0% |
| CHTR | Buy | CHARTER COMMUNICATIONS INC Ncl a | $387,208 | +4.0% | 1,054 | +1.2% | 0.01% | 0.0% |
| Buy | DUTCH BROS INCcl a | $332,154 | -5.4% | 11,675 | +5.2% | 0.01% | -16.7% | |
| OWL | Buy | BLUE OWL CAPITAL INC | $344,284 | +38.8% | 29,552 | +32.0% | 0.01% | +25.0% |
| CMC | Buy | COMMERCIAL METALS CO | $341,731 | +7.7% | 6,489 | +0.0% | 0.01% | 0.0% |
| DBA | Buy | INVESCO DB MULTI-SECTOR COMMagriculture fd | $315,966 | +3.1% | 14,996 | +0.0% | 0.01% | 0.0% |
| Buy | OAKTREE SPECIALTY LENDING CO | $339,054 | +23980.5% | 17,450 | +23166.7% | 0.01% | – | |
| IWV | Buy | ISHARES TRrussell 3000 etf | $342,021 | +8.9% | 1,344 | +0.7% | 0.01% | 0.0% |
| PLAY | Buy | DAVE & BUSTERS ENTMT INC | $336,027 | +100.3% | 7,541 | +65.4% | 0.01% | +66.7% |
| Buy | MOBILEYE GLOBAL INC | $316,466 | +24.9% | 8,237 | +40.7% | 0.01% | +25.0% | |
| CASY | Buy | CASEYS GEN STORES INC | $347,266 | +77.8% | 1,424 | +57.7% | 0.01% | +66.7% |
| KWEB | Buy | KRANESHARES TRcsi chi internet | $305,817 | +612.6% | 11,356 | +725.3% | 0.01% | +400.0% |
| HACK | Buy | ETF MANAGERS TRprime cybr scrty | $302,779 | +11.1% | 5,986 | +5.0% | 0.01% | +25.0% |
| IGLB | Buy | ISHARES TR10+ yr invst grd | $303,114 | +393.2% | 5,880 | +401.3% | 0.01% | +400.0% |
| BIV | Buy | VANGUARD BD INDEX FDSintermed term | $317,383 | +5.0% | 4,219 | +7.1% | 0.01% | 0.0% |
| Buy | COHEN & STEERS REAL ESTATE O | $310,009 | +15.8% | 22,497 | +12.6% | 0.01% | +25.0% | |
| ITM | Buy | VANECK ETF TRUSTintrmdt muni etf | $314,583 | -0.5% | 6,828 | +0.4% | 0.01% | 0.0% |
| UJUL | New | INNOVATOR ETFS TRus eqt ultra bf | $330,163 | – | 11,464 | +100.0% | 0.01% | – |
| YJUN | New | FIRST TR EXCHNG TRADED FD VIcboe vest intl | $312,320 | – | 15,250 | +100.0% | 0.01% | – |
| FNV | Buy | FRANCO NEV CORP | $307,303 | -0.7% | 2,155 | +1.5% | 0.01% | 0.0% |
| EQNR | Buy | EQUINOR ASAsponsored adr | $310,239 | +2.9% | 10,621 | +0.1% | 0.01% | 0.0% |
| EBAY | Buy | EBAY INC. | $334,020 | +1.0% | 7,474 | +0.2% | 0.01% | 0.0% |
| AQNU | Buy | ALGONQUIN PWR UTILS CORPunit 06/15/2024 | $307,538 | +0.7% | 10,425 | +2.0% | 0.01% | 0.0% |
| BKI | Buy | BLACK KNIGHT INC | $348,584 | +3.9% | 5,836 | +0.1% | 0.01% | 0.0% |
| GGG | Buy | GRACO INC | $355,071 | +20.8% | 4,112 | +2.2% | 0.01% | 0.0% |
| Buy | OSISKO DEVELOPMENT CORP | $314,208 | +52.7% | 68,455 | +63.0% | 0.01% | +66.7% | |
| BUD | Buy | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $323,191 | +89.3% | 5,698 | +122.7% | 0.01% | +66.7% |
| MTN | Buy | VAIL RESORTS INC | $366,311 | +188.7% | 1,455 | +168.0% | 0.01% | +150.0% |
| BMRN | Buy | BIOMARIN PHARMACEUTICAL INC | $240,884 | -1.5% | 2,779 | +10.5% | 0.00% | 0.0% |
| PLUG | Buy | PLUG POWER INC | $299,450 | -2.7% | 28,821 | +9.8% | 0.00% | -20.0% |
| New | FIRST TR EXCHNG TRADED FD VIft cboe us eq md | $271,863 | – | 8,750 | +100.0% | 0.00% | – | |
| HCC | New | WARRIOR MET COAL INC | $252,396 | – | 6,480 | +100.0% | 0.00% | – |
| TW | Buy | TRADEWEB MKTS INCcl a | $288,986 | -9.8% | 4,220 | +4.1% | 0.00% | -20.0% |
| JETS | Buy | ETF SER SOLUTIONSus glb jets | $258,117 | +21.6% | 12,050 | +5.7% | 0.00% | +33.3% |
| AMJ | Buy | JPMORGAN CHASE & COalerian ml etn | $238,768 | +19.3% | 10,422 | +15.5% | 0.00% | +33.3% |
| Buy | SL GREEN RLTY CORP | $270,450 | +5678.8% | 9,000 | +4422.6% | 0.00% | – | |
| IBTD | Buy | ISHARES TRibonds 23 trm ts | $270,429 | +443.1% | 10,900 | +443.1% | 0.00% | +300.0% |
| AAP | Buy | ADVANCE AUTO PARTS INC | $274,592 | -18.2% | 3,906 | +41.5% | 0.00% | -20.0% |
| JGH | Buy | NUVEEN GLOBAL HIGH INCOME FD | $290,919 | +8.5% | 26,045 | +7.7% | 0.00% | 0.0% |
| IR | Buy | INGERSOLL RAND INC | $266,035 | +52.3% | 4,070 | +35.5% | 0.00% | +33.3% |
| BELFB | Buy | BEL FUSE INCcl b | $258,345 | +175.0% | 4,500 | +80.0% | 0.00% | +100.0% |
| NRZ | Buy | RITHM CAPITAL CORP | $277,423 | +63.9% | 29,671 | +40.2% | 0.00% | +33.3% |
| WOR | Buy | WORTHINGTON INDS INC | $257,734 | +7.6% | 3,710 | +0.2% | 0.00% | 0.0% |
| Buy | DIMENSIONAL ETF TRUSTintl small cap e | $287,874 | +60.0% | 12,615 | +61.2% | 0.00% | +33.3% | |
| EXTR | Buy | EXTREME NETWORKS | $261,047 | +222.1% | 10,021 | +136.4% | 0.00% | +300.0% |
| DCI | Buy | DONALDSON INC | $270,293 | -2.9% | 4,324 | +1.5% | 0.00% | 0.0% |
| XBJL | New | INNOVATOR ETFS TRus eqt aclrtd 9 | $288,937 | – | 10,003 | +100.0% | 0.00% | – |
| CLH | Buy | CLEAN HARBORS INC | $260,128 | +29.9% | 1,582 | +12.6% | 0.00% | +33.3% |
| SU | Buy | SUNCOR ENERGY INC NEW | $296,551 | +138.0% | 10,114 | +152.0% | 0.00% | +100.0% |
| ROK | Buy | ROCKWELL AUTOMATION INC | $285,683 | +24.9% | 867 | +11.2% | 0.00% | 0.0% |
| UMAY | New | INNOVATOR ETFS TRus eqt ultra bf | $256,970 | – | 9,194 | +100.0% | 0.00% | – |
| LCII | Buy | LCI INDS | $271,172 | +16.6% | 2,146 | +1.3% | 0.00% | 0.0% |
| KEY | Buy | KEYCORP | $249,979 | -15.7% | 27,054 | +14.3% | 0.00% | -20.0% |
| DFAT | Buy | DIMENSIONAL ETF TRUSTus targeted vlu | $246,748 | +767.7% | 5,319 | +732.4% | 0.00% | – |
| NAPR | Buy | INNOVATOR ETFS TRgrwt100 pwr bf | $254,476 | +468.3% | 6,104 | +430.8% | 0.00% | +300.0% |
| ESGV | Buy | VANGUARD WORLD FDesg us stk etf | $296,714 | +12.2% | 3,787 | +2.7% | 0.00% | 0.0% |
| BFZ | Buy | BLACKROCK CALIF MUN INCOME Tsh ben int | $237,995 | +14.5% | 20,067 | +12.9% | 0.00% | +33.3% |
| KRG | Buy | KITE RLTY GROUP TR | $280,212 | +14.3% | 12,543 | +7.0% | 0.00% | 0.0% |
| CODI | Buy | COMPASS DIVERSIFIEDsh ben int | $282,510 | +29.7% | 13,025 | +14.1% | 0.00% | +33.3% |
| FIDI | Buy | FIDELITY COVINGTON TRUSTint hg div etf | $282,865 | +74.2% | 14,729 | +71.9% | 0.00% | +33.3% |
| TRGP | Buy | TARGA RES CORP | $298,864 | +4.4% | 3,927 | +0.1% | 0.00% | -20.0% |
| EWJ | Buy | ISHARES INCmsci jpn etf new | $289,429 | +8.4% | 4,676 | +2.8% | 0.00% | 0.0% |
| NULV | Buy | NUSHARES ETF TRnuveen esg lrgvl | $293,493 | +9.4% | 8,470 | +7.6% | 0.00% | 0.0% |
| CGNX | Buy | COGNEX CORP | $240,411 | +26.2% | 4,292 | +11.6% | 0.00% | +33.3% |
| IYLD | Buy | ISHARES TRmrngstr inc etf | $264,732 | +1.5% | 13,562 | +0.1% | 0.00% | 0.0% |
| SPH | Buy | SUBURBAN PROPANE PARTNERS Lunit ltd partn | $180,546 | -1.9% | 12,199 | +1.5% | 0.00% | 0.0% |
| IJAN | New | INNOVATOR ETFS TRintrnl dev jan | $189,871 | – | 6,518 | +100.0% | 0.00% | – |
| NFJ | Buy | VIRTUS DIVIDEND INTEREST & P | $214,737 | +9.9% | 17,587 | +5.8% | 0.00% | 0.0% |
| FLMI | Buy | FRANKLIN TEMPLETON ETF TRfranklin dyn mun | $213,236 | +23.3% | 8,922 | +23.4% | 0.00% | 0.0% |
| DDOG | Buy | DATADOG INC | $195,284 | +75.2% | 1,985 | +29.4% | 0.00% | +50.0% |
| NULG | Buy | NUSHARES ETF TRnuveen esg lrgcp | $209,207 | +18.4% | 3,363 | +6.1% | 0.00% | 0.0% |
| DNP | Buy | DNP SELECT INCOME FD INC | $219,430 | +3.4% | 20,938 | +8.7% | 0.00% | 0.0% |
| BAH | Buy | BOOZ ALLEN HAMILTON HLDG CORcl a | $205,902 | +21.4% | 1,845 | +0.8% | 0.00% | 0.0% |
| WYNN | Buy | WYNN RESORTS LTD | $230,863 | +4.2% | 2,186 | +10.5% | 0.00% | -25.0% |
| GRID | Buy | FIRST TR EXCHANGE TRADED FDnasdq cln edge | $175,838 | +21.2% | 1,673 | +12.6% | 0.00% | +50.0% |
| NYCB | Buy | NEW YORK CMNTY BANCORP INC | $180,013 | +30.0% | 16,015 | +4.6% | 0.00% | +50.0% |
| PTY | Buy | PIMCO CORPORATE & INCOME OPP | $171,990 | +39.5% | 12,285 | +24.3% | 0.00% | +50.0% |
| KLAC | Buy | KLA CORP | $217,289 | +29.6% | 448 | +6.7% | 0.00% | 0.0% |
| ZS | Buy | ZSCALER INC | $190,336 | +30.4% | 1,301 | +4.2% | 0.00% | +50.0% |
| XTL | New | SPDR SER TR | $228,755 | – | 2,948 | +100.0% | 0.00% | – |
| DOX | Buy | AMDOCS LTD | $222,808 | +5.0% | 2,254 | +2.0% | 0.00% | 0.0% |
| UJUN | New | INNOVATOR ETFS TRus eqt ultra bf | $205,904 | – | 7,202 | +100.0% | 0.00% | – |
| CWT | Buy | CALIFORNIA WTR SVC GROUP | $213,428 | -11.1% | 4,134 | +0.2% | 0.00% | -25.0% |
| PFLD | Buy | ETF SER SOLUTIONSaam lw dur pfd | $182,136 | +5.5% | 8,698 | +6.1% | 0.00% | 0.0% |
| CCEP | Buy | COCA-COLA EUROPACIFIC PARTNE | $190,906 | +11.8% | 2,963 | +2.7% | 0.00% | 0.0% |
| FXR | Buy | FIRST TR EXCHANGE TRADED FDindls prod dur | $225,518 | +8.8% | 3,753 | +0.6% | 0.00% | 0.0% |
| ICLR | Buy | ICON PLC | $190,903 | +19.0% | 763 | +1.6% | 0.00% | 0.0% |
| VSS | Buy | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $172,791 | +10.1% | 1,564 | +8.9% | 0.00% | 0.0% |
| Buy | THORNBURG INCM BUILDER OPP T | $226,927 | +10.5% | 14,900 | +13.3% | 0.00% | 0.0% | |
| OGN | Buy | ORGANON & CO | $170,016 | -11.4% | 8,170 | +0.1% | 0.00% | 0.0% |
| IBTI | Buy | ISHARES TRibonds 28 trm ts | $166,870 | +3.4% | 7,585 | +5.7% | 0.00% | 0.0% |
| HAS | Buy | HASBRO INC | $220,930 | +26.6% | 3,411 | +5.0% | 0.00% | 0.0% |
| BE | Buy | BLOOM ENERGY CORP | $215,182 | -15.1% | 13,161 | +3.5% | 0.00% | -25.0% |
| CRVL | Buy | CORVEL CORP | $208,593 | +2.4% | 1,078 | +0.7% | 0.00% | 0.0% |
| FFEB | Buy | FIRST TR EXCHNG TRADED FD VIus eqt buffer | $171,370 | +38.8% | 4,302 | +30.3% | 0.00% | +50.0% |
| BAPR | Buy | INNOVATOR ETFS TRus eqt bufr apr | $197,424 | +684.4% | 5,516 | +635.5% | 0.00% | – |
| ETV | Buy | EATON VANCE TAX-MANAGED BUY- | $178,087 | +29.1% | 13,935 | +27.6% | 0.00% | +50.0% |
| Buy | PERION NETWORK LTD | $225,425 | -19.8% | 7,350 | +3.5% | 0.00% | -25.0% | |
| PNW | Buy | PINNACLE WEST CAP CORP | $177,990 | +760.6% | 2,185 | +737.2% | 0.00% | – |
| NTAP | Buy | NETAPP INC | $199,939 | +69.4% | 2,617 | +41.5% | 0.00% | +50.0% |
| HQH | Buy | TEKLA HEALTHCARE INVSsh ben int | $228,168 | -1.2% | 13,382 | +2.3% | 0.00% | -25.0% |
| PAAS | Buy | PAN AMERN SILVER CORP | $177,962 | +53.8% | 12,206 | +91.9% | 0.00% | +50.0% |
| CAH | Buy | CARDINAL HEALTH INC | $216,481 | +32.6% | 2,289 | +5.8% | 0.00% | 0.0% |
| MTDR | Buy | MATADOR RES CO | $218,070 | +11.5% | 4,168 | +1.6% | 0.00% | 0.0% |
| PSMT | Buy | PRICESMART INC | $193,371 | +3.7% | 2,611 | +0.1% | 0.00% | 0.0% |
| HII | Buy | HUNTINGTON INGALLS INDS INC | $188,680 | +31.5% | 829 | +19.6% | 0.00% | +50.0% |
| ROBO | Buy | EXCHANGE TRADED CONCEPTS TRrobo glb etf | $182,122 | +23.6% | 3,110 | +15.5% | 0.00% | +50.0% |
| BXC | Buy | BLUELINX HLDGS INC | $194,125 | +44.4% | 2,070 | +4.7% | 0.00% | +50.0% |
| CWST | Buy | CASELLA WASTE SYS INCcl a | $203,241 | +22.8% | 2,247 | +12.2% | 0.00% | 0.0% |
| MAV | Buy | PIONEER MUNICIPAL HIGH INCOM | $168,286 | +9.2% | 21,302 | +13.7% | 0.00% | +50.0% |
| ABB | Buy | ABB LTDsponsored adr | $172,480 | +26.6% | 4,386 | +10.4% | 0.00% | +50.0% |
| EVR | Buy | EVERCORE INCclass a | $218,074 | +10.1% | 1,764 | +2.7% | 0.00% | 0.0% |
| EAPR | Buy | INNOVATOR ETFS TRemrgng mkt april | $178,172 | +191.6% | 7,234 | +189.4% | 0.00% | +200.0% |
| WCN | Buy | WASTE CONNECTIONS INC | $219,969 | +10.5% | 1,539 | +7.5% | 0.00% | 0.0% |
| LVHD | Buy | LEGG MASON ETF INVTfranklin us low | $195,084 | +35.9% | 5,320 | +38.2% | 0.00% | +50.0% |
| WBS | Buy | WEBSTER FINL CORP | $172,353 | +14.4% | 4,566 | +19.5% | 0.00% | +50.0% |
| BLNK | Buy | BLINK CHARGING CO | $172,961 | -2.5% | 28,875 | +40.8% | 0.00% | 0.0% |
| MMU | Buy | WESTERN ASSET MANAGED MUNS F | $175,205 | +13.3% | 17,644 | +17.3% | 0.00% | +50.0% |
| JFR | Buy | NUVEEN FLOATING RATE INCOME | $212,983 | +9.1% | 26,994 | +13.4% | 0.00% | 0.0% |
| EBC | New | EASTERN BANKSHARES INC | $197,240 | – | 16,075 | +100.0% | 0.00% | – |
| IGD | Buy | VOYA GLBL EQTY DIV & PREM OP | $178,475 | +2.1% | 34,723 | +1.3% | 0.00% | 0.0% |
| DKS | Buy | DICKS SPORTING GOODS INC | $223,521 | -4.5% | 1,691 | +2.5% | 0.00% | -25.0% |
| LPLA | Buy | LPL FINL HLDGS INC | $177,513 | +17.2% | 816 | +9.1% | 0.00% | +50.0% |
| BILL | Buy | BILL HOLDINGS INC | $201,449 | +52.9% | 1,724 | +6.2% | 0.00% | +50.0% |
| FTV | Buy | FORTIVE CORP | $123,463 | +11.8% | 1,651 | +1.9% | 0.00% | 0.0% |
| TPX | Buy | TEMPUR SEALY INTL INC | $128,865 | +17.1% | 3,216 | +15.4% | 0.00% | 0.0% |
| VEEV | Buy | VEEVA SYS INC | $122,988 | +34.6% | 622 | +25.2% | 0.00% | +100.0% |
| GME | Buy | GAMESTOP CORP NEWcl a | $137,837 | +36.6% | 5,684 | +29.7% | 0.00% | 0.0% |
| RUN | Buy | SUNRUN INC | $120,412 | +40.0% | 6,742 | +58.0% | 0.00% | +100.0% |
| GOOD | Buy | GLADSTONE COMMERCIAL CORP | $107,767 | +63.7% | 8,712 | +67.2% | 0.00% | +100.0% |
| BLOK | Buy | AMPLIFY ETF TRblockchain ldr | $115,092 | +19.5% | 5,059 | +1.6% | 0.00% | 0.0% |
| FID | Buy | FIRST TR EXCHANGE-TRADED FDs&p intl divid | $103,046 | +1.0% | 6,700 | +3.1% | 0.00% | 0.0% |
| WTFC | Buy | WINTRUST FINL CORP | $113,247 | -0.2% | 1,559 | +0.3% | 0.00% | 0.0% |
| DXJ | Buy | WISDOMTREE TRjapn hedge eqt | $110,972 | +38.5% | 1,333 | +17.7% | 0.00% | +100.0% |
| New | SINCLAIR INCcl a | $131,398 | – | 9,508 | +100.0% | 0.00% | – | |
| GDDY | Buy | GODADDY INCcl a | $123,439 | +16.5% | 1,643 | +20.5% | 0.00% | 0.0% |
| ZION | Buy | ZIONS BANCORPORATION N A | $131,614 | +1510.7% | 4,900 | +1694.9% | 0.00% | – |
| AINV | Buy | MIDCAP FINANCIAL INVSTMNT CO | $115,186 | +11.6% | 9,171 | +1.3% | 0.00% | 0.0% |
| BG | Buy | BUNGE LIMITED | $108,408 | +8.2% | 1,149 | +9.5% | 0.00% | 0.0% |
| CSIQ | Buy | CANADIAN SOLAR INC | $106,398 | +281.8% | 2,750 | +292.9% | 0.00% | – |
| SAP | Buy | SAP SEspon adr | $118,823 | +13.7% | 869 | +5.2% | 0.00% | 0.0% |
| AMKR | Buy | AMKOR TECHNOLOGY INC | $152,082 | +15.2% | 5,112 | +0.8% | 0.00% | 0.0% |
| Buy | ON HLDG AGnamen akt a | $105,435 | +152.8% | 3,195 | +137.7% | 0.00% | +100.0% | |
| New | APPLIED DIGITAL CORP | $130,900 | – | 14,000 | +100.0% | 0.00% | – | |
| CPA | Buy | COPA HOLDINGS SAcl a | $141,188 | +20.1% | 1,277 | +0.3% | 0.00% | 0.0% |
| BPMC | Buy | BLUEPRINT MEDICINES CORP | $155,282 | +105.2% | 2,457 | +46.1% | 0.00% | +100.0% |
| ARGX | Buy | ARGENX SEsponsored adr | $151,605 | +23.3% | 389 | +17.9% | 0.00% | 0.0% |
| CHPT | Buy | CHARGEPOINT HOLDINGS INC | $153,640 | -11.5% | 17,479 | +5.4% | 0.00% | -33.3% |
| NTLA | Buy | INTELLIA THERAPEUTICS INC | $122,218 | +22.1% | 2,997 | +11.6% | 0.00% | 0.0% |
| IMXI | Buy | INTERNATIONAL MNY EXPRESS IN | $107,907 | -1.5% | 4,399 | +3.5% | 0.00% | 0.0% |
| FHN | Buy | FIRST HORIZON CORPORATION | $129,272 | -5.4% | 11,470 | +49.3% | 0.00% | 0.0% |
| CHDN | Buy | CHURCHILL DOWNS INC | $147,242 | +8.3% | 1,058 | +100.0% | 0.00% | 0.0% |
| AIZ | Buy | ASSURANT INC | $122,965 | +13.9% | 978 | +8.8% | 0.00% | 0.0% |
| PBJ | Buy | INVESCO EXCHANGE TRADED FD Tdynmc food bev | $125,896 | -1.6% | 2,770 | +0.3% | 0.00% | 0.0% |
| RBLX | Buy | ROBLOX CORPcl a | $102,886 | -9.9% | 2,553 | +0.6% | 0.00% | 0.0% |
| Buy | RIVIAN AUTOMOTIVE INC | $159,586 | +25.9% | 9,579 | +17.0% | 0.00% | 0.0% | |
| Buy | CLEARWATER ANALYTICS HLDGS Icl a | $162,842 | +0.6% | 10,261 | +1.2% | 0.00% | -33.3% | |
| ATRI | Buy | ATRION CORP | $144,819 | -7.4% | 256 | +2.8% | 0.00% | -33.3% |
| FICO | Buy | FAIR ISAAC CORP | $152,131 | +33.6% | 188 | +16.0% | 0.00% | 0.0% |
| PMM | Buy | PUTNAM MANAGED MUN INCOME TR | $122,210 | +6.3% | 20,067 | +7.0% | 0.00% | 0.0% |
| BIT | Buy | BLACKROCK MULTI SECTOR INC T | $104,060 | +6.1% | 7,241 | +7.8% | 0.00% | 0.0% |
| ASO | Buy | ACADEMY SPORTS & OUTDOORS IN | $109,397 | +39.7% | 2,024 | +68.7% | 0.00% | +100.0% |
| PSEC | Buy | PROSPECT CAP CORP | $121,367 | +19.8% | 19,575 | +34.5% | 0.00% | 0.0% |
| FRA | Buy | BLACKROCK FLOATING RATE INCO | $145,014 | +7.4% | 11,877 | +2.9% | 0.00% | 0.0% |
| AGZ | Buy | ISHARES TRagency bond etf | $108,036 | +9.2% | 1,010 | +10.5% | 0.00% | 0.0% |
| AVY | Buy | AVERY DENNISON CORP | $137,612 | -2.3% | 801 | +1.8% | 0.00% | 0.0% |
| PGTI | New | PGT INNOVATIONS INC | $110,770 | – | 3,800 | +100.0% | 0.00% | – |
| IIIV | Buy | I3 VERTICALS INC | $113,134 | +8.9% | 4,949 | +16.8% | 0.00% | 0.0% |
| PRNT | Buy | ARK ETF TR3d printing etf | $118,473 | +5.2% | 5,050 | +2.6% | 0.00% | 0.0% |
| OMF | Buy | ONEMAIN HLDGS INC | $110,579 | +29.2% | 2,531 | +9.6% | 0.00% | +100.0% |
| JMBS | Buy | JANUS DETROIT STR TRhenderson mtg | $101,984 | -1.6% | 2,229 | +0.5% | 0.00% | 0.0% |
| OLN | Buy | OLIN CORP | $156,678 | -0.9% | 3,049 | +7.1% | 0.00% | -33.3% |
| CFR | Buy | CULLEN FROST BANKERS INC | $114,089 | +130.9% | 1,061 | +126.2% | 0.00% | +100.0% |
| APG | Buy | API GROUP CORP | $101,625 | +58.7% | 3,728 | +30.9% | 0.00% | +100.0% |
| DTE | Buy | DTE ENERGY CO | $131,584 | +10.7% | 1,196 | +10.2% | 0.00% | 0.0% |
| DAR | Buy | DARLING INGREDIENTS INC | $127,070 | +10.8% | 1,992 | +1.5% | 0.00% | 0.0% |
| LADR | Buy | LADDER CAP CORPcl a | $162,717 | +27.7% | 14,997 | +11.2% | 0.00% | 0.0% |
| NTR | Buy | NUTRIEN LTD | $162,578 | -17.8% | 2,753 | +2.8% | 0.00% | -33.3% |
| LEG | Buy | LEGGETT & PLATT INC | $115,268 | -5.8% | 3,892 | +1.4% | 0.00% | 0.0% |
| JPC | Buy | NUVEEN PFD & INCOME OPPORTUN | $110,507 | +5.5% | 17,054 | +7.1% | 0.00% | 0.0% |
| LNC | Buy | LINCOLN NATL CORP IND | $163,937 | +144.0% | 6,364 | +112.8% | 0.00% | +100.0% |
| Buy | DIMENSIONAL ETF TRUSTus mktwide value | $110,297 | +22.2% | 3,197 | +18.5% | 0.00% | +100.0% | |
| NXP | Buy | NUVEEN SELECT TAX-FREE INCOMsh ben int | $139,188 | +43.4% | 9,659 | +42.4% | 0.00% | 0.0% |
| TECH | Buy | BIO-TECHNE CORP | $162,280 | +18.4% | 1,988 | +7.6% | 0.00% | 0.0% |
| NFG | Buy | NATIONAL FUEL GAS CO | $149,831 | +127.0% | 2,917 | +155.2% | 0.00% | +100.0% |
| MTCH | Buy | MATCH GROUP INC NEW | $131,032 | +14.2% | 3,131 | +4.8% | 0.00% | 0.0% |
| DRQ | Buy | DRIL-QUIP INC | $159,562 | -17.3% | 6,857 | +2.0% | 0.00% | -33.3% |
| MSB | Buy | MESABI TRctf ben int | $155,259 | -12.7% | 7,607 | +7.8% | 0.00% | -33.3% |
| EQT | Buy | EQT CORP | $112,203 | +39.1% | 2,728 | +7.9% | 0.00% | +100.0% |
| EWBC | Buy | EAST WEST BANCORP INC | $101,216 | -4.8% | 1,917 | +0.1% | 0.00% | 0.0% |
| FIVG | Buy | ETF SER SOLUTIONSdefiance next | $106,845 | +13.5% | 3,174 | +10.6% | 0.00% | 0.0% |
| FTS | Buy | FORTIS INC | $140,557 | +4.8% | 3,262 | +3.5% | 0.00% | 0.0% |
| New | THOMSON REUTERS CORP. | $80,517 | – | 597 | +100.0% | 0.00% | – | |
| CIEN | Buy | CIENA CORP | $41,003 | +52.8% | 965 | +88.8% | 0.00% | – |
| FFIN | Buy | FIRST FINL BANKSHARES INC | $66,752 | +2102.3% | 2,343 | +2366.3% | 0.00% | – |
| PBI | Buy | PITNEY BOWES INC | $99,414 | +6.1% | 28,083 | +16.6% | 0.00% | 0.0% |
| CMF | New | ISHARES TRcalif mun bd etf | $55,223 | – | 970 | +100.0% | 0.00% | – |
| ISCB | Buy | ISHARES TRmrgstr sm cp etf | $56,781 | +5.1% | 1,142 | +0.2% | 0.00% | 0.0% |
| TLRY | Buy | TILRAY BRANDS INC | $48,504 | -38.3% | 31,092 | +0.0% | 0.00% | 0.0% |
| REZ | Buy | ISHARES TRresidential mult | $65,949 | +4.0% | 900 | +0.2% | 0.00% | 0.0% |
| CC | Buy | CHEMOURS CO | $84,441 | +34.4% | 2,289 | +9.1% | 0.00% | 0.0% |
| PAPR | Buy | INNOVATOR ETFS TRus eqt pwr buf | $75,890 | +21.1% | 2,456 | +15.3% | 0.00% | 0.0% |
| MQT | Buy | BLACKROCK MUNIYIELD QUALITY | $57,991 | -2.8% | 5,765 | +0.2% | 0.00% | 0.0% |
| PZC | Buy | PIMCO CALIF MUN INCOME FD II | $87,010 | +103.9% | 11,300 | +105.5% | 0.00% | 0.0% |
| NWSA | Buy | NEWS CORP NEWcl a | $53,375 | +12.9% | 2,737 | +0.0% | 0.00% | 0.0% |
| AME | Buy | AMETEK INC | $80,454 | +86.4% | 497 | +67.3% | 0.00% | 0.0% |
| CHX | Buy | CHAMPIONX CORPORATION | $52,147 | +25.2% | 1,680 | +9.4% | 0.00% | 0.0% |
| PLAB | New | PHOTRONICS INC | $85,107 | – | 3,300 | +100.0% | 0.00% | – |
| KAPR | Buy | INNOVATOR ETFS TRus sml cp pwr et | $71,136 | +184.5% | 2,583 | +174.8% | 0.00% | – |
| BMAY | Buy | INNOVATOR ETFS TRus eqty bufr may | $59,332 | +90.0% | 1,867 | +80.7% | 0.00% | – |
| KJUL | New | INNOVATOR ETFS TRus sml cp pwr b | $95,567 | – | 3,720 | +100.0% | 0.00% | – |
| VTOL | Buy | BRISTOW GROUP INC | $38,786 | +57.4% | 1,350 | +22.7% | 0.00% | – |
| NFRA | Buy | FLEXSHARES TRstoxx globr inf | $51,632 | +176.1% | 986 | +173.9% | 0.00% | – |
| KCE | Buy | SPDR SER TRs&p cap mkts | $62,290 | +2.7% | 734 | +0.5% | 0.00% | 0.0% |
| BLD | Buy | TOPBUILD CORP | $59,855 | +98.3% | 225 | +55.2% | 0.00% | – |
| CE | Buy | CELANESE CORP DEL | $80,932 | +6.4% | 699 | +0.1% | 0.00% | 0.0% |
| INDA | Buy | ISHARES TRmsci india etf | $45,374 | +11.2% | 1,038 | +0.2% | 0.00% | 0.0% |
| NRG | Buy | NRG ENERGY INC | $71,041 | +12.0% | 1,900 | +2.7% | 0.00% | 0.0% |
| PBT | Buy | PERMIAN BASIN RTY TRunit ben int | $37,968 | +6.5% | 1,523 | +4.2% | 0.00% | 0.0% |
| Buy | ENVIVA INC | $85,444 | +689.0% | 7,875 | +2000.0% | 0.00% | – | |
| New | CAVA GROUP INC | $65,930 | – | 1,610 | +100.0% | 0.00% | – | |
| NYT | Buy | NEW YORK TIMES COcl a | $90,204 | +1.4% | 2,291 | +0.1% | 0.00% | 0.0% |
| EWT | Buy | ISHARES INCmsci taiwan etf | $79,743 | +29.5% | 1,696 | +24.8% | 0.00% | 0.0% |
| ALRM | Buy | ALARM COM HLDGS INC | $43,308 | +60.1% | 838 | +55.8% | 0.00% | – |
| LPG | Buy | DORIAN LPG LTD | $35,720 | +49.3% | 1,393 | +16.1% | 0.00% | – |
| TWNK | Buy | HOSTESS BRANDS INCcl a | $52,185 | +2458.1% | 2,061 | +2413.4% | 0.00% | – |
| XT | Buy | ISHARES TRexponential tech | $63,106 | +56.3% | 1,135 | +48.2% | 0.00% | 0.0% |
| PLYA | New | PLAYA HOTELS & RESORTS NV | $37,354 | – | 4,589 | +100.0% | 0.00% | – |
| NEWR | Buy | NEW RELIC INC | $37,563 | -1.2% | 574 | +13.7% | 0.00% | 0.0% |
| USO | Buy | UNITED STS OIL FD LPunits | $75,942 | +14.3% | 1,195 | +19.5% | 0.00% | 0.0% |
| EDOW | Buy | FIRST TR EXCHANGE TRADED FDdow 30 eql wgt | $75,296 | +2.3% | 2,500 | +0.4% | 0.00% | 0.0% |
| SPYX | Buy | SPDR SER TRspdr s&p 500 etf | $48,956 | +9.1% | 1,354 | +0.3% | 0.00% | 0.0% |
| ICVT | Buy | ISHARES TRconv bd etf | $95,453 | +6.2% | 1,250 | +1.1% | 0.00% | 0.0% |
| PTC | Buy | PTC INC | $35,148 | +30.5% | 247 | +17.6% | 0.00% | – |
| New | FRONTLINE PLC | $59,370 | – | 4,086 | +100.0% | 0.00% | – | |
| IGLD | New | FIRST TR EXCHANGE-TRADED FDft cboe vest gld | $38,260 | – | 2,000 | +100.0% | 0.00% | – |
| Buy | CELLEBRITE DI LTDordinary shares | $69,754 | +32.6% | 9,688 | +12.2% | 0.00% | 0.0% | |
| RIG | Buy | TRANSOCEAN LTD | $91,256 | +11.1% | 13,018 | +0.8% | 0.00% | 0.0% |
| IRBO | Buy | ISHARES TRrobotics artif | $68,235 | +3005.8% | 2,065 | +2850.0% | 0.00% | – |
| UBS | Buy | UBS GROUP AG | $34,277 | +71.4% | 1,691 | +80.5% | 0.00% | – |
| BKLC | Buy | BNY MELLON ETF TRUSTus lrg cp core | $82,860 | +385.8% | 994 | +343.8% | 0.00% | – |
| CSGP | Buy | COSTAR GROUP INC | $64,436 | +61.9% | 724 | +25.3% | 0.00% | 0.0% |
| TNP | New | TSAKOS ENERGY NAVIGATION LTD | $89,100 | – | 5,000 | +100.0% | 0.00% | – |
| HTAB | Buy | HARTFORD FDS EXCHANGE TRADEDschrdrs tax bd | $79,412 | +299.4% | 4,085 | +302.9% | 0.00% | – |
| AX | Buy | AXOS FINANCIAL INC | $86,610 | +36.1% | 2,196 | +27.4% | 0.00% | 0.0% |
| BBN | Buy | BLACKROCK TAX MUNICPAL BD TR | $76,795 | -6.9% | 4,629 | +0.5% | 0.00% | 0.0% |
| HWC | Buy | HANCOCK WHITNEY CORPORATION | $78,498 | +24.2% | 2,045 | +17.8% | 0.00% | 0.0% |
| Buy | GLOBALFOUNDRIES INCordinary shares | $51,406 | -7.6% | 796 | +3.2% | 0.00% | 0.0% | |
| G | Buy | GENPACT LIMITED | $55,528 | -16.5% | 1,478 | +2.7% | 0.00% | 0.0% |
| Buy | HF SINCLAIR CORP | $67,028 | -3.9% | 1,503 | +4.2% | 0.00% | 0.0% | |
| FXU | Buy | FIRST TR EXCHANGE TRADED FDutilities alph | $43,298 | +0.1% | 1,362 | +3.3% | 0.00% | 0.0% |
| SAIC | Buy | SCIENCE APPLICATIONS INTL CO | $89,872 | +14.3% | 799 | +9.2% | 0.00% | 0.0% |
| JQUA | Buy | J P MORGAN EXCHANGE TRADED Fus qualty fctr | $34,583 | +117.3% | 781 | +102.3% | 0.00% | – |
| OKTA | Buy | OKTA INCcl a | $90,640 | +111.9% | 1,307 | +163.5% | 0.00% | 0.0% |
| ANGL | Buy | VANECK ETF TRUSTfallen angel hg | $74,701 | -0.4% | 2,690 | +0.5% | 0.00% | 0.0% |
| ALLE | Buy | ALLEGION PLC | $67,731 | +190.8% | 564 | +158.7% | 0.00% | – |
| ZYXI | New | ZYNEX INC | $48,276 | – | 5,034 | +100.0% | 0.00% | – |
| Buy | EA SERIES TRUSTstrive us semico | $42,188 | +4331.5% | 1,216 | +3822.6% | 0.00% | – | |
| UHS | Buy | UNIVERSAL HLTH SVCS INCcl b | $77,781 | +441.6% | 493 | +336.3% | 0.00% | – |
| HYLB | Buy | DBX ETF TRxtrack usd high | $57,615 | -0.1% | 1,670 | +0.7% | 0.00% | 0.0% |
| NQP | Buy | NUVEEN PENNSYLVANIA QLT MUN | $61,820 | +8.2% | 5,500 | +10.0% | 0.00% | 0.0% |
| KFRC | New | KFORCE INC | $34,964 | – | 558 | +100.0% | 0.00% | – |
| APLS | New | APELLIS PHARMACEUTICALS INC | $91,100 | – | 1,000 | +100.0% | 0.00% | – |
| NUSC | Buy | NUSHARES ETF TRnuveen esg smlcp | $34,682 | +26.1% | 938 | +20.7% | 0.00% | – |
| MODV | New | MODIVCARE INC | $34,134 | – | 755 | +100.0% | 0.00% | – |
| New | GLOBAL X FDSemerging mkt grt | $64,495 | – | 2,586 | +100.0% | 0.00% | – | |
| BCSF | Buy | BAIN CAP SPECIALTY FIN INC | $41,992 | +14.6% | 3,108 | +1.1% | 0.00% | 0.0% |
| AGGY | New | WISDOMTREE TRyield enhancd us | $43,090 | – | 1,000 | +100.0% | 0.00% | – |
| Buy | KYNDRYL HLDGS INC | $85,464 | +0.3% | 6,436 | +11.4% | 0.00% | 0.0% | |
| OGE | Buy | OGE ENERGY CORP | $76,632 | -2.1% | 2,134 | +2.6% | 0.00% | 0.0% |
| XYLD | Buy | GLOBAL X FDSs&p 500 covered | $45,812 | +126.2% | 1,116 | +123.2% | 0.00% | – |
| AM | Buy | ANTERO MIDSTREAM CORP | $73,799 | +10.7% | 6,362 | +0.1% | 0.00% | 0.0% |
| HIO | Buy | WESTERN ASSET HIGH INCOME OP | $41,900 | -0.7% | 11,085 | +0.1% | 0.00% | 0.0% |
| GPN | Buy | GLOBAL PMTS INC | $76,834 | +5.3% | 780 | +12.6% | 0.00% | 0.0% |
| OUNZ | Buy | VANECK MERK GOLD TRgold trust | $83,700 | +36.9% | 4,500 | +40.6% | 0.00% | 0.0% |
| GNL | Buy | GLOBAL NET LEASE INC | $35,917 | -17.5% | 3,494 | +3.2% | 0.00% | 0.0% |
| FUND | Buy | SPROTT FOCUS TR INC | $39,512 | +261.6% | 4,970 | +268.1% | 0.00% | – |
| WRE | Buy | ELME COMMUNITIESsh ben int | $39,787 | -7.4% | 2,420 | +0.6% | 0.00% | 0.0% |
| Buy | GINKGO BIOWORKS HOLDINGS INC | $36,101 | +47.4% | 19,409 | +5.4% | 0.00% | – | |
| FWRD | Buy | FORWARD AIR CORP | $79,482 | +9.3% | 749 | +11.0% | 0.00% | 0.0% |
| ASG | Buy | LIBERTY ALL-STAR GROWTH FD I | $75,984 | +12.9% | 14,045 | +10.1% | 0.00% | 0.0% |
| STM | Buy | STMICROELECTRONICS N Vny registry | $87,487 | +42.2% | 1,750 | +52.2% | 0.00% | 0.0% |
| Buy | AMPLIFY ETF TRinternatinl enhc | $67,161 | +48.6% | 2,418 | +45.0% | 0.00% | 0.0% | |
| BATT | Buy | AMPLIFY ETF TRamplify lithium | $89,447 | +32.8% | 6,828 | +30.5% | 0.00% | 0.0% |
| New | VITA COCO CO INC | $34,931 | – | 1,300 | +100.0% | 0.00% | – | |
| ACV | Buy | VIRTUS DIVERSIFIED INCM & CO | $63,936 | +50.5% | 3,200 | +45.5% | 0.00% | 0.0% |
| AVAV | Buy | AEROVIRONMENT INC | $76,915 | +26.0% | 752 | +12.9% | 0.00% | 0.0% |
| SPCE | Buy | VIRGIN GALACTIC HOLDINGS INC | $50,615 | +21.9% | 13,045 | +27.2% | 0.00% | 0.0% |
| BNS | Buy | BANK NOVA SCOTIA HALIFAX | $44,335 | +5.3% | 886 | +6.0% | 0.00% | 0.0% |
| NPV | Buy | NUVEEN VIRGINIA QLTY MUNCPL | $78,120 | +10.2% | 7,240 | +16.4% | 0.00% | 0.0% |
| Buy | LUCID GROUP INC | $81,061 | +79.8% | 11,765 | +109.8% | 0.00% | 0.0% | |
| Buy | FLUENCE ENERGY INC | $42,118 | +76.1% | 1,581 | +33.9% | 0.00% | – | |
| LYFT | Buy | LYFT INC | $88,036 | +10.4% | 9,180 | +6.7% | 0.00% | 0.0% |
| Buy | SYMBOTIC INC | $76,245 | +145.3% | 1,781 | +30.9% | 0.00% | – | |
| NCA | Buy | NUVEEN CALIFORNIA MUNI VLU F | $84,645 | +37.3% | 9,900 | +41.4% | 0.00% | 0.0% |
| New | FIRST TR EXCHNG TRADED FD VIft cboe vest u s | $46,823 | – | 2,250 | +100.0% | 0.00% | – | |
| VIACA | Buy | PARAMOUNT GLOBAL | $34,095 | +3282.4% | 1,837 | +4610.3% | 0.00% | – |
| CGBD | Buy | CARLYLE SECURED LENDING INC | $60,763 | +10.4% | 4,173 | +3.2% | 0.00% | 0.0% |
| New | FIRST TR EXCHNG TRADED FD VIft cboe vest us | $50,713 | – | 1,595 | +100.0% | 0.00% | – | |
| TPYP | Buy | MANAGED PORTFOLIO SERIEStortoise nram pi | $95,210 | +33.8% | 3,862 | +32.0% | 0.00% | 0.0% |
| MNKD | Buy | MANNKIND CORP | $83,569 | +59.0% | 20,533 | +60.1% | 0.00% | 0.0% |
| NWE | Buy | NORTHWESTERN CORP | $35,228 | -1.7% | 621 | +0.3% | 0.00% | 0.0% |
| TRP | Buy | TC ENERGY CORP | $52,042 | +5.0% | 1,288 | +1.1% | 0.00% | 0.0% |
| VTR | Buy | VENTAS INC | $36,229 | +9.7% | 766 | +0.5% | 0.00% | 0.0% |
| RFI | Buy | COHEN & STEERS TOTAL RETURN | $38,285 | -5.2% | 3,352 | +0.5% | 0.00% | 0.0% |
| FSS | Buy | FEDERAL SIGNAL CORP | $53,920 | +18.2% | 842 | +0.1% | 0.00% | 0.0% |
| IRDM | Buy | IRIDIUM COMMUNICATIONS INC | $45,629 | +0.4% | 735 | +0.1% | 0.00% | 0.0% |
| RWT | Buy | REDWOOD TRUST INC | $77,173 | +7.0% | 12,115 | +13.2% | 0.00% | 0.0% |
| New | FEDERATED HERMES ETF TRUSTus strategic div | $99,918 | – | 4,200 | +100.0% | 0.00% | – | |
| FSLY | Buy | FASTLY INCcl a | $50,527 | +29.3% | 3,204 | +45.6% | 0.00% | 0.0% |
| FILL | Buy | ISHARES INCglb enr prod etf | $61,351 | +339.1% | 2,649 | +342.2% | 0.00% | – |
| RPM | Buy | RPM INTL INC | $74,168 | +17.0% | 827 | +13.8% | 0.00% | 0.0% |
| NI | Buy | NISOURCE INC | $70,344 | +33.5% | 2,572 | +36.4% | 0.00% | 0.0% |
| Buy | DOUGLAS ELLIMAN INC | $39,452 | +641.4% | 17,771 | +938.6% | 0.00% | – | |
| Buy | FS CREDIT OPPORTUNITIES CORP | $96,636 | +8.9% | 20,344 | +1.8% | 0.00% | 0.0% | |
| PXH | Buy | INVESCO EXCH TRADED FD TR IIftse rafi emng | $81,577 | +1.7% | 4,376 | +0.1% | 0.00% | 0.0% |
| FXI | Buy | ISHARES TRchina lg-cap etf | $84,017 | +36.1% | 3,090 | +47.8% | 0.00% | 0.0% |
| GATX | Buy | GATX CORP | $50,595 | +64.8% | 393 | +40.9% | 0.00% | – |
| GLQ | Buy | CLOUGH GLOBAL EQUITY FD | $68,210 | +5.2% | 10,931 | +2.2% | 0.00% | 0.0% |
| PATH | Buy | UIPATH INCcl a | $40,878 | +269.5% | 2,467 | +291.6% | 0.00% | – |
| GLV | Buy | CLOUGH GLOBAL DIVID & INCOME | $95,265 | -1.2% | 17,165 | +2.9% | 0.00% | -50.0% |
| PSTG | Buy | PURE STORAGE INCcl a | $93,486 | +64.6% | 2,539 | +14.0% | 0.00% | 0.0% |
| RNG | Buy | RINGCENTRAL INCcl a | $42,025 | +8.0% | 1,284 | +1.2% | 0.00% | 0.0% |
| ENX | Buy | EATON VANCE NEW YORK MUN BD | $66,552 | +4.1% | 7,080 | +7.6% | 0.00% | 0.0% |
| EXR | Buy | EXTRA SPACE STORAGE INC | $55,968 | +352.0% | 376 | +394.7% | 0.00% | – |
| FREL | Buy | FIDELITY COVINGTON TRUSTmsci rl est etf | $73,100 | +1.1% | 2,914 | +0.4% | 0.00% | 0.0% |
| FUTY | Buy | FIDELITY COVINGTON TRUSTmsci utils index | $63,335 | +100.7% | 1,498 | +108.1% | 0.00% | 0.0% |
| DBX | Buy | DROPBOX INCcl a | $40,005 | +85.0% | 1,500 | +50.0% | 0.00% | – |
| PBS | Buy | INVESCO EXCHANGE TRADED FD Tdynmc media | $56,303 | +0.8% | 1,628 | +1.0% | 0.00% | 0.0% |
| PRMW | Buy | PRIMO WATER CORPORATION | $75,249 | -3.1% | 6,001 | +18.6% | 0.00% | 0.0% |
| DSU | Buy | BLACKROCK DEBT STRATEGIES FD | $44,826 | +14.0% | 4,579 | +10.7% | 0.00% | 0.0% |
| RGLD | Buy | ROYAL GOLD INC | $55,075 | -6.6% | 480 | +5.5% | 0.00% | 0.0% |
| FLDR | Buy | FIDELITY MERRIMACK STR TRlow durtin etf | $63,950 | +1.0% | 1,284 | +0.7% | 0.00% | 0.0% |
| SA | Buy | SEABRIDGE GOLD INC | $26,510 | +57.5% | 2,200 | +69.2% | 0.00% | – |
| BTAL | New | AGF INVTS TRus market netrl | $13,976 | – | 745 | +100.0% | 0.00% | – |
| BCI | Buy | ABRDN ETFS | $16,088 | +8.8% | 798 | +12.1% | 0.00% | – |
| AOD | Buy | ABRDN TOTAL DYNAMIC DIVIDEND | $18,222 | +37862.5% | 2,206 | +36666.7% | 0.00% | – |
| ACAD | Buy | ACADIA PHARMACEUTICALS INC | $13,580 | +621.6% | 567 | +467.0% | 0.00% | – |
| ATNM | New | ACTINIUM PHARMACEUTICALS INC | $742 | – | 100 | +100.0% | 0.00% | – |
| WMS | New | ADVANCED DRAIN SYS INC DEL | $18,774 | – | 165 | +100.0% | 0.00% | – |
| ADC | Buy | AGREE RLTY CORP | $20,078 | -4.1% | 307 | +0.7% | 0.00% | – |
| ALE | New | ALLETE INC | $7,130 | – | 123 | +100.0% | 0.00% | – |
| ALTG | New | ALTA EQUIPMENT GROUP INC | $33,083 | – | 1,909 | +100.0% | 0.00% | – |
| AMRC | New | AMERESCO INCcl a | $729 | – | 15 | +100.0% | 0.00% | – |
| Buy | AMYLYX PHARMACEUTICALS INC | $23,727 | -19.1% | 1,100 | +10.0% | 0.00% | – | |
| New | ASPIRA WOMENS HEALTH INC | $1,036 | – | 313 | +100.0% | 0.00% | – | |
| ACB | Buy | AURORA CANNABIS INC | $212 | -21.8% | 396 | +2.1% | 0.00% | – |
| New | AURORA INNOVATION INC | $2,940 | – | 1,000 | +100.0% | 0.00% | – | |
| AVNS | Buy | AVANOS MED INC | $1,125 | +99.1% | 44 | +131.6% | 0.00% | – |
| AGR | Buy | AVANGRID INC | $25,283 | +20.5% | 671 | +27.6% | 0.00% | – |
| RNA | New | AVIDITY BIOSCIENCES INC | $33,270 | – | 3,000 | +100.0% | 0.00% | – |
| BGCP | Buy | BGC PARTNERS INCcl a | $9,102 | -15.2% | 2,055 | +0.1% | 0.00% | – |
| BOH | Buy | BANK HAWAII CORP | $9,918 | -19.6% | 241 | +1.7% | 0.00% | – |
| Buy | BIGBEAR AI HLDGS INC | $21,763 | +78.4% | 9,261 | +85.2% | 0.00% | – | |
| BYM | Buy | BLACKROCK MUN INCOME QUALITY | $28,887 | -0.7% | 2,568 | +1.0% | 0.00% | – |
| BLDE | Buy | BLADE AIR MOBILITY INC | $6,304 | +84.7% | 1,600 | +58.4% | 0.00% | – |
| DSM | New | BNY MELLON STRATEGIC MUN BD | $9,975 | – | 1,750 | +100.0% | 0.00% | – |
| BWG | New | BRANDYWINEGBL GBL INCM OPP F | $1,544 | – | 192 | +100.0% | 0.00% | – |
| New | BRIGHT HEALTH GROUP INC | $758 | – | 62 | +100.0% | 0.00% | – | |
| BRKL | New | BROOKLINE BANCORP INC DEL | $874 | – | 100 | +100.0% | 0.00% | – |
| BLDR | New | BUILDERS FIRSTSOURCE INC | $1,360 | – | 10 | +100.0% | 0.00% | – |
| New | BURKE HERBERT FINL SVCS CORP | $25,680 | – | 400 | +100.0% | 0.00% | – | |
| CTRE | Buy | CARETRUST REIT INC | $26,573 | +5.8% | 1,338 | +4.3% | 0.00% | – |
| CVNA | Buy | CARVANA COcl a | $22,680 | +243.2% | 875 | +29.6% | 0.00% | – |
| CPRX | Buy | CATALYST PHARMACEUTICALS INC | $6,720 | +102.7% | 500 | +150.0% | 0.00% | – |
| CVM | Buy | CEL-SCI CORP | $20,726 | +62.4% | 8,600 | +56.4% | 0.00% | – |
| CLDX | New | CELLDEX THERAPEUTICS INC NEW | $13,572 | – | 400 | +100.0% | 0.00% | – |
| CHMG | New | CHEMUNG FINL CORP | $24,006 | – | 625 | +100.0% | 0.00% | – |
| CIM | Buy | CHIMERA INVT CORP | $27,878 | +6.0% | 4,832 | +3.6% | 0.00% | – |
| CVEO | Buy | CIVEO CORP CDA | $16,441 | +3.3% | 844 | +9.5% | 0.00% | – |
| CWEN | Buy | CLEARWAY ENERGY INCcl c | $32,216 | +0.0% | 1,128 | +9.7% | 0.00% | -100.0% |
| GLO | Buy | CLOUGH GLOBAL OPPORTUNITIESsh ben int | $32,230 | +4.4% | 6,433 | +1.9% | 0.00% | – |
| COLB | New | COLUMBIA BKG SYS INC | $264 | – | 13 | +100.0% | 0.00% | – |
| New | CONTEXTLOGIC INCcl a new | $72 | – | 11 | +100.0% | 0.00% | – | |
| Buy | QUIDELORTHO CORP | $9,777 | +631.8% | 118 | +686.7% | 0.00% | – | |
| New | CRANE COMPANY | $22,191 | – | 249 | +100.0% | 0.00% | – | |
| CACC | New | CREDIT ACCEP CORP MICH | $23,365 | – | 46 | +100.0% | 0.00% | – |
| CRON | Buy | CRONOS GROUP INC | $14,070 | +1.7% | 7,142 | +0.2% | 0.00% | – |
| New | EIGHTCO HOLDINGS INC | $90 | – | 64 | +100.0% | 0.00% | – | |
| DBJP | Buy | DBX ETF TRxtrack msci japn | $17,999 | +16.4% | 306 | +5.2% | 0.00% | – |
| DTM | Buy | DT MIDSTREAM INC | $11,897 | +26.8% | 240 | +26.3% | 0.00% | – |
| DXC | Buy | DXC TECHNOLOGY CO | $5,077 | +9.7% | 190 | +5.0% | 0.00% | – |
| DECK | New | DECKERS OUTDOOR CORP | $3,694 | – | 7 | +100.0% | 0.00% | – |
| DXLG | New | DESTINATION XL GROUP INC | $2,695 | – | 550 | +100.0% | 0.00% | – |
| DFAU | Buy | DIMENSIONAL ETF TRUSTus core eqt mkt | $13,724 | +10.7% | 443 | +2.8% | 0.00% | – |
| DFAI | Buy | DIMENSIONAL ETF TRUSTintl core eqt mk | $20,189 | +6.7% | 739 | +5.3% | 0.00% | – |
| Buy | DISC MEDICINE INC | $17,760 | +179.4% | 400 | +33.3% | 0.00% | – | |
| DFIN | New | DONNELLEY FINL SOLUTIONS INC | $546 | – | 12 | +100.0% | 0.00% | – |
| DRVN | New | DRIVEN BRANDS HLDGS INC | $8,064 | – | 298 | +100.0% | 0.00% | – |
| HDRO | New | ETF SER SOLUTIONSdefiance next | $9,141 | – | 1,100 | +100.0% | 0.00% | – |
| EVV | Buy | EATON VANCE LTD DURATION INC | $28,108 | +422.6% | 3,003 | +450.0% | 0.00% | – |
| New | BITNILE METAVERSE INC | $2 | – | 2 | +100.0% | 0.00% | – | |
| New | ELICIO THERAPEUTICS INC | $14,763 | – | 1,554 | +100.0% | 0.00% | – | |
| EFC | Buy | ELLINGTON FINANCIAL INC | $11,582 | +17.0% | 839 | +3.5% | 0.00% | – |
| ENG | New | ENGLOBAL CORP | $1,885 | – | 5,000 | +100.0% | 0.00% | – |
| EOSE | New | EOS ENERGY ENTERPRISES INC | $421 | – | 97 | +100.0% | 0.00% | – |
| NVST | Buy | ENVISTA HOLDINGS CORPORATION | $2,335 | +46.5% | 69 | +76.9% | 0.00% | – |
| ETRN | Buy | EQUITRANS MIDSTREAM CORP | $15,080 | +78.4% | 1,577 | +7.8% | 0.00% | – |
| THNQ | New | EXCHANGE TRADED CONCEPTS TRrobo glb artif | $20,157 | – | 560 | +100.0% | 0.00% | – |
| EXPI | New | EXP WORLD HLDGS INC | $2,373 | – | 117 | +100.0% | 0.00% | – |
| FVAL | New | FIDELITY COVINGTON TRUSTvlu factor etf | $2,553 | – | 52 | +100.0% | 0.00% | – |
| New | FINCH THERAPEUTICS GROUP INC | $640 | – | 75 | +100.0% | 0.00% | – | |
| FBNC | Buy | FIRST BANCORP N C | $12,359 | -15.7% | 415 | +0.5% | 0.00% | – |
| FRI | Buy | FIRST TR S&P REIT INDEX FD | $26,429 | +1.8% | 1,074 | +0.8% | 0.00% | – |
| FAN | Buy | FIRST TR EXCHANGE-TRADED FDgbl wnd enrg etf | $15,487 | -2.1% | 887 | +0.1% | 0.00% | – |
| FNK | Buy | FIRST TR EXCHANGE-TRADED ALPmid cap val fd | $19,538 | +4.9% | 428 | +0.5% | 0.00% | – |
| New | FIRST TR EXCHNG TRADED FD VIft cboe vest fd | $20,325 | – | 812 | +100.0% | 0.00% | – | |
| FLO | Buy | FLOWERS FOODS INC | $29,234 | +6.7% | 1,175 | +17.5% | 0.00% | – |
| GTHX | New | G1 THERAPEUTICS INC | $7,470 | – | 3,000 | +100.0% | 0.00% | – |
| GPS | Buy | GAP INC | $19,030 | +432.2% | 2,131 | +498.6% | 0.00% | – |
| GTX | Buy | GARRETT MOTION INC | $68 | +78.9% | 9 | +80.0% | 0.00% | – |
| MLPA | New | GLOBAL X FDSglbl x mlp etf | $2,147 | – | 50 | +100.0% | 0.00% | – |
| AIQ | New | GLOBAL X FDSartificial etf | $27,960 | – | 1,000 | +100.0% | 0.00% | – |
| GMED | Buy | GLOBUS MED INCcl a | $19,886 | +13.6% | 334 | +8.1% | 0.00% | – |
| GSST | Buy | GOLDMAN SACHS ETF TRaces ultra shr | $17,265 | +41.7% | 346 | +41.8% | 0.00% | – |
| Buy | HAGERTY INC | $15,182 | +29.2% | 1,622 | +20.6% | 0.00% | – | |
| HTY | Buy | HANCOCK JOHN INVT TRtax adv glb sh | $4,141 | -2.3% | 883 | +2.3% | 0.00% | – |
| HRI | New | HERC HLDGS INC | $3,832 | – | 28 | +100.0% | 0.00% | – |
| HRTG | Buy | HERITAGE INSURANCE HLDGS INC | $30,973 | +53.5% | 8,045 | +22.8% | 0.00% | – |
| Buy | HOLLEY INC | $12,270 | +795.6% | 3,000 | +500.0% | 0.00% | – | |
| IRTC | New | IRHYTHM TECHNOLOGIES INC | $1,252 | – | 12 | +100.0% | 0.00% | – |
| ITT | Buy | ITT INC | $5,284 | +8.4% | 57 | +1.8% | 0.00% | – |
| IBRX | New | IMMUNITYBIO INC | $1,112 | – | 400 | +100.0% | 0.00% | – |
| IMO | New | IMPERIAL OIL LTD | $25,938 | – | 507 | +100.0% | 0.00% | – |
| INCY | Buy | INCYTE CORP | $21,663 | +170.0% | 348 | +213.5% | 0.00% | – |
| IBTX | New | INDEPENDENT BANK GROUP INC | $29,212 | – | 846 | +100.0% | 0.00% | – |
| ING | Buy | ING GROEP N.V.sponsored adr | $3,077 | +16.7% | 228 | +2.7% | 0.00% | – |
| FFTY | New | INNOVATOR ETFS TRibd 50 etf | $5,116 | – | 200 | +100.0% | 0.00% | – |
| NJAN | New | INNOVATOR ETFS TRgrwt100 pwr bf | $28,701 | – | 717 | +100.0% | 0.00% | – |
| KJAN | New | INNOVATOR ETFS TRus sml cp pwr b | $23,475 | – | 734 | +100.0% | 0.00% | – |
| BJUN | New | INNOVATOR ETFS TRus eqty bufr jun | $20,767 | – | 619 | +100.0% | 0.00% | – |
| LOUP | New | INNOVATOR ETFS TRinnovator deepw | $7,906 | – | 200 | +100.0% | 0.00% | – |
| New | INNOVATOR ETFS TRgrwt accltd plus | $6,184 | – | 303 | +100.0% | 0.00% | – | |
| IAS | New | INTEGRAL AD SCIENCE HLDNG CO | $4,495 | – | 250 | +100.0% | 0.00% | – |
| TILE | Buy | INTERFACE INC | $1,762 | +8.5% | 201 | +0.5% | 0.00% | – |
| RCD | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql dis | $15,941 | +8.0% | 116 | +0.9% | 0.00% | – |
| PSCD | Buy | INVESCO EXCH TRADED FD TR IIs&p smlcp disc | $27,479 | +3.7% | 300 | +0.3% | 0.00% | – |
| IDLV | Buy | INVESCO EXCH TRADED FD TR IIs&p intl low | $26,391 | +0.2% | 965 | +0.3% | 0.00% | – |
| PFIG | New | INVESCO EXCH TRADED FD TR IIfndmntl ig crp | $5,955 | – | 258 | +100.0% | 0.00% | – |
| EEMA | Buy | ISHARES INCmsci em asia etf | $21,849 | +14.1% | 332 | +15.3% | 0.00% | – |
| ILF | Buy | ISHARES TRlatn amer 40 etf | $17,253 | +863.9% | 635 | +746.7% | 0.00% | – |
| IGOV | Buy | ISHARES TRintl trea bd etf | $3,167 | +293.9% | 80 | +300.0% | 0.00% | – |
| AAXJ | Buy | ISHARES TRmsci ac asia etf | $1,462 | +13.3% | 22 | +15.8% | 0.00% | – |
| IPAC | Buy | ISHARES TRcore msci pac | $18,070 | +2.9% | 315 | +1.6% | 0.00% | – |
| IAGG | New | ISHARES TRcore intl aggr | $2,317 | – | 47 | +100.0% | 0.00% | – |
| IBMQ | New | ISHARES TRibonds dec 28 | $18,291 | – | 727 | +100.0% | 0.00% | – |
| New | ISHARES TRibonds dec 2029 | $18,296 | – | 737 | +100.0% | 0.00% | – | |
| IBDU | New | ISHARES TRibonds dec 29 | $18,274 | – | 814 | +100.0% | 0.00% | – |
| New | ISHARES TRibonds dec 2032 | $31,120 | – | 1,264 | +100.0% | 0.00% | – | |
| New | ISHARES TRhigh yld corp bd | $10,716 | – | 300 | +100.0% | 0.00% | – | |
| IBDW | New | ISHARES TRibonds dec 2031 | $31,094 | – | 1,534 | +100.0% | 0.00% | – |
| IBDV | New | ISHARES TRibonds dec 2030 | $29,320 | – | 1,383 | +100.0% | 0.00% | – |
| IBTJ | New | ISHARES TRibonds 29 trm ts | $18,148 | – | 839 | +100.0% | 0.00% | – |
| YY | New | JOYY INC | $768 | – | 25 | +100.0% | 0.00% | – |
| BBJP | Buy | J P MORGAN EXCHANGE TRADED Fbetabuldrs japan | $15,140 | +8.0% | 294 | +1.4% | 0.00% | – |
| KAI | Buy | KADANT INC | $17,110 | +228.2% | 77 | +208.0% | 0.00% | – |
| KW | Buy | KENNEDY-WILSON HOLDINGS INC | $17,511 | -0.1% | 1,072 | +1.4% | 0.00% | – |
| New | KENVUE INC | $1,110 | – | 42 | +100.0% | 0.00% | – | |
| KGC | Buy | KINROSS GOLD CORP | $5,724 | +51.9% | 1,200 | +50.0% | 0.00% | – |
| New | KNIFE RIVER CORP | $20,706 | – | 476 | +100.0% | 0.00% | – | |
| PHG | Buy | KONINKLIJKE PHILIPS N V | $14,232 | +53.7% | 656 | +29.9% | 0.00% | – |
| KTB | Buy | KONTOOR BRANDS INC | $28,066 | +22.6% | 667 | +41.0% | 0.00% | – |
| KRBN | Buy | KRANESHARES TRglobal carb stra | $15,168 | +27.5% | 400 | +33.3% | 0.00% | – |
| LTC | Buy | LTC PPTYS INC | $22,399 | -5.1% | 678 | +0.9% | 0.00% | – |
| New | PROSOMNUS INC | $564 | – | 182 | +100.0% | 0.00% | – | |
| LNTH | New | LANTHEUS HLDGS INC | $16,784 | – | 200 | +100.0% | 0.00% | – |
| LVHI | New | LEGG MASON ETF INVTfranklin intl lw | $10,903 | – | 401 | +100.0% | 0.00% | – |
| LFVN | New | LIFEVANTAGE CORP | $4,198 | – | 965 | +100.0% | 0.00% | – |
| New | LIGHTNING EMOTORS INC | $194 | – | 54 | +100.0% | 0.00% | – | |
| LAZR | Buy | LUMINAR TECHNOLOGIES INC | $23,770 | +14572.8% | 3,455 | +13720.0% | 0.00% | – |
| MAT | Buy | MATTEL INC | $32,827 | +6.2% | 1,680 | +0.1% | 0.00% | – |
| Buy | MATTERPORT INC | $8,978 | +39.9% | 2,850 | +21.3% | 0.00% | – | |
| MTX | New | MINERALS TECHNOLOGIES INC | $5,365 | – | 93 | +100.0% | 0.00% | – |
| NFE | Buy | NEW FORTRESS ENERGY INC | $2,697 | +42.4% | 101 | +57.8% | 0.00% | – |
| Buy | NEW YORK MTG TR INC | $12,251 | +116.2% | 1,235 | +117.0% | 0.00% | – | |
| NEXT | New | NEXTDECADE CORP | $731 | – | 89 | +100.0% | 0.00% | – |
| NKLA | Buy | NIKOLA CORP | $20,874 | +15.0% | 15,126 | +0.8% | 0.00% | – |
| NVAX | Buy | NOVAVAX INC | $8,099 | +35.1% | 1,090 | +26.0% | 0.00% | – |
| New | NUVEI CORPORATION | $3,488 | – | 118 | +100.0% | 0.00% | – | |
| NUSA | New | NUSHARES ETF TRnuveen esg 1-5 | $23,589 | – | 1,033 | +100.0% | 0.00% | – |
| OTLY | New | OATLY GROUP ABsponsored ads | $20,500 | – | 10,000 | +100.0% | 0.00% | – |
| OTEX | New | OPEN TEXT CORP | $873 | – | 21 | +100.0% | 0.00% | – |
| OPCH | New | OPTION CARE HEALTH INC | $12,671 | – | 390 | +100.0% | 0.00% | – |
| Buy | ORCHID IS CAP INC | $2,217 | +1.0% | 214 | +4.9% | 0.00% | – | |
| OSK | Buy | OSHKOSH CORP | $26,280 | +84.5% | 304 | +77.8% | 0.00% | – |
| New | OUSTER INC | $1,363 | – | 276 | +100.0% | 0.00% | – | |
| PCG | Buy | PG&E CORP | $30,326 | +183.3% | 1,755 | +165.1% | 0.00% | – |
| PKX | Buy | POSCO HOLDINGS INCsponsored adr | $8,162 | +7.1% | 110 | +0.9% | 0.00% | – |
| PCRX | Buy | PACIRA BIOSCIENCES INC | $33,258 | +6.5% | 830 | +8.5% | 0.00% | – |
| PASG | New | PASSAGE BIO INC | $951 | – | 1,010 | +100.0% | 0.00% | – |
| PDCO | Buy | PATTERSON COS INC | $23,282 | +58.1% | 700 | +27.3% | 0.00% | – |
| PTON | Buy | PELOTON INTERACTIVE INC | $29,491 | -28.8% | 3,835 | +5.1% | 0.00% | -100.0% |
| PBRA | Buy | PETROLEO BRASILEIRO SA PETROsp adr non vtg | $17,009 | +388.8% | 1,375 | +266.7% | 0.00% | – |
| LTPZ | Buy | PIMCO ETF TR15+ yr us tips | $5,147 | -1.4% | 86 | +1.2% | 0.00% | – |
| PRPH | New | PROPHASE LABS INC | $25,410 | – | 3,500 | +100.0% | 0.00% | – |
| New | PROSHARES TR IIultra bloomberg | $27,441 | – | 398 | +100.0% | 0.00% | – | |
| UCO | New | PROSHARES TR IIulta blmbg 2017 | $28,096 | – | 1,188 | +100.0% | 0.00% | – |
| QIPT | New | QUIPT HOME MEDICAL CORP | $12,351 | – | 2,313 | +100.0% | 0.00% | – |
| New | RB GLOBAL INC | $4,680 | – | 78 | +100.0% | 0.00% | – | |
| RMR | Buy | RMR GROUP INCcl a | $301 | +129.8% | 13 | +160.0% | 0.00% | – |
| RBC | Buy | REGAL REXNORD CORPORATION | $19,945 | +16.9% | 130 | +7.4% | 0.00% | – |
| RVP | New | RETRACTABLE TECHNOLOGIES INC | $1,438 | – | 1,250 | +100.0% | 0.00% | – |
| OPP | Buy | RIVERNORTH DOUBLELINE STRATE | $20,530 | +376.8% | 2,404 | +377.9% | 0.00% | – |
| RMT | Buy | ROYCE MICRO-CAP TR INC | $32,764 | +1.1% | 3,744 | +1.3% | 0.00% | -100.0% |
| Buy | RUMBLE INC | $16,582 | +0.5% | 1,859 | +12.7% | 0.00% | – | |
| PSK | Buy | SPDR SER TRice pfd sec etf | $18,911 | +0.3% | 565 | +1.8% | 0.00% | – |
| SPMB | Buy | SPDR SER TRport mtg bk etf | $19,522 | +41.5% | 891 | +43.2% | 0.00% | – |
| SSNC | Buy | SS&C TECHNOLOGIES HLDGS INC | $19,769 | +7.6% | 326 | +0.3% | 0.00% | – |
| RLY | Buy | SSGA ACTIVE ETF TRmult ass rlrtn | $28,681 | +13.7% | 1,077 | +17.7% | 0.00% | – |
| ULST | New | SSGA ACTIVE ETF TRult sht trm bd | $20,528 | – | 510 | +100.0% | 0.00% | – |
| KOMP | Buy | SPDR SER TRs&p kensho new | $12,533 | +25.4% | 281 | +20.1% | 0.00% | – |
| New | SEACHANGE INTL INC | $15,115 | – | 1,851 | +100.0% | 0.00% | – | |
| SHYF | Buy | SHYFT GROUP INC | $24,067 | +25.2% | 1,091 | +29.1% | 0.00% | – |
| SBTX | Buy | ARS PHARMACEUTICALS INC | $8,710 | +11.5% | 1,300 | +8.3% | 0.00% | – |
| New | SIMPLIFY EXCHANGE TRADED FUNmanaged futures | $5,049 | – | 198 | +100.0% | 0.00% | – | |
| PFIX | Buy | SIMPLIFY EXCHANGE TRADED FUNsimplify interst | $4,834 | +428.9% | 77 | +413.3% | 0.00% | – |
| BLCN | Buy | SIREN ETF TRnsd nxgn eco etf | $18,076 | +14.2% | 838 | +13.6% | 0.00% | – |
| SIX | Buy | SIX FLAGS ENTMT CORP NEW | $7,093 | +53.5% | 273 | +57.8% | 0.00% | – |
| New | SKILLZ INC | $637 | – | 70 | +100.0% | 0.00% | – | |
| SKY | New | SKYLINE CHAMPION CORPORATION | $2,291 | – | 35 | +100.0% | 0.00% | – |
| SON | Buy | SONOCO PRODS CO | $24,187 | -3.1% | 410 | +0.2% | 0.00% | – |
| New | SPHERE 3D CORP NEW | $1,109 | – | 571 | +100.0% | 0.00% | – | |
| SFM | New | SPROUTS FMRS MKT INC | $18,659 | – | 508 | +100.0% | 0.00% | – |
| STRL | New | STERLING INFRASTRUCTURE INC | $21,204 | – | 380 | +100.0% | 0.00% | – |
| SXC | Buy | SUNCOKE ENERGY INC | $1,083 | -11.3% | 138 | +1.5% | 0.00% | – |
| STKL | New | SUNOPTA INC | $4,081 | – | 610 | +100.0% | 0.00% | – |
| TAK | Buy | TAKEDA PHARMACEUTICAL CO LTDsponsored ads | $11,295 | +20.5% | 719 | +26.4% | 0.00% | – |
| TARS | New | TARSUS PHARMACEUTICALS INC | $1,066 | – | 59 | +100.0% | 0.00% | – |
| HQL | Buy | TEKLA LIFE SCIENCES INVSsh ben int | $20,608 | -0.6% | 1,522 | +2.2% | 0.00% | – |
| TEF | Buy | TELEFONICA S Asponsored adr | $9,414 | +31.6% | 2,336 | +39.8% | 0.00% | – |
| TELL | Buy | TELLURIAN INC NEW | $6,401 | +20.0% | 4,540 | +4.7% | 0.00% | – |
| TNL | Buy | TRAVEL PLUS LEISURE CO | $11,448 | +4.1% | 284 | +1.1% | 0.00% | – |
| TGI | Buy | TRIUMPH GROUP INC NEW | $16,081 | +38.7% | 1,300 | +30.0% | 0.00% | – |
| TUP | Buy | TUPPERWARE BRANDS CORP | $496 | -66.9% | 620 | +3.3% | 0.00% | – |
| Buy | TWO HBRS INVT CORP | $16,270 | +570.4% | 1,172 | +610.3% | 0.00% | – | |
| TYL | New | TYLER TECHNOLOGIES INC | $14,576 | – | 35 | +100.0% | 0.00% | – |
| UI | Buy | UBIQUITI INC | $10,829 | -35.1% | 62 | +1.6% | 0.00% | – |
| UAA | Buy | UNDER ARMOUR INCcl a | $26,245 | -21.8% | 3,635 | +2.8% | 0.00% | -100.0% |
| UNFI | Buy | UNITED NAT FOODS INC | $9,775 | +23.7% | 500 | +66.7% | 0.00% | – |
| UPST | Buy | UPSTART HLDGS INC | $23,062 | +169.3% | 644 | +19.5% | 0.00% | – |
| New | VBI VACCINES INC CDA | $4,705 | – | 1,430 | +100.0% | 0.00% | – | |
| UWMC | Buy | UWM HOLDINGS CORPORATION | $3,315 | +16.2% | 592 | +1.9% | 0.00% | – |
| VVV | Buy | VALVOLINE INC | $19,843 | +148.0% | 529 | +131.0% | 0.00% | – |
| New | VANECK ETF TRUSTmorningstar smid | $20,366 | – | 680 | +100.0% | 0.00% | – | |
| VSGX | Buy | VANGUARD WORLD FDesg intl stk etf | $22,610 | +20.8% | 426 | +19.0% | 0.00% | – |
| VXRT | Buy | VAXART INC | $12,410 | +2633.5% | 17,000 | +2733.3% | 0.00% | – |
| VERI | New | VERITONE INC | $3,920 | – | 1,000 | +100.0% | 0.00% | – |
| New | VINCO VENTURES INC | $793 | – | 650 | +100.0% | 0.00% | – | |
| VVOS | New | VIVOS THERAPEUTICS INC | $102 | – | 200 | +100.0% | 0.00% | – |
| VNT | Buy | VONTIER CORPORATION | $19,012 | +161.3% | 590 | +121.8% | 0.00% | – |
| WMG | New | WARNER MUSIC GROUP CORP | $835 | – | 32 | +100.0% | 0.00% | – |
| WABC | Buy | WESTAMERICA BANCORPORATION | $21,065 | +157.0% | 550 | +197.3% | 0.00% | – |
| GDO | Buy | WESTERN ASSET GLOBAL CORP DE | $22,891 | +94.7% | 1,852 | +100.0% | 0.00% | – |
| WVVI | New | WILLAMETTE VY VINEYARD INC | $2,850 | – | 500 | +100.0% | 0.00% | – |
| WTMF | Buy | WISDOMTREE TRfutre strat fd | $8,956 | +761.2% | 256 | +725.8% | 0.00% | – |
| WOPEY | Buy | WOODSIDE ENERGY GROUP LTDsponsored adr | $15,305 | +11.5% | 660 | +7.8% | 0.00% | – |
| New | XENETIC BIOSCIENCES INC | $6,229 | – | 1,900 | +100.0% | 0.00% | – | |
| ZIP | Buy | ZIPRECRUITER INCcl a | $33,300 | +108.9% | 1,875 | +87.5% | 0.00% | – |
| BUR | New | BURFORD CAP LTD | $21,303 | – | 1,749 | +100.0% | 0.00% | – |
| CPRI | New | CAPRI HOLDINGS LIMITED | $13,136 | – | 366 | +100.0% | 0.00% | – |
| CLVT | Buy | CLARIVATE PLC | $9,530 | +69.2% | 1,000 | +66.7% | 0.00% | – |
| CO | New | GLOBAL CORD BLOOD CORPORATIO | $158 | – | 150 | +100.0% | 0.00% | – |
| Buy | PAYSAFE LIMITED | $9,182 | -38.7% | 910 | +4.8% | 0.00% | – | |
| New | SEALSQ CORP | $90 | – | 6 | +100.0% | 0.00% | – | |
| PRGO | New | PERRIGO CO PLC | $5,059 | – | 149 | +100.0% | 0.00% | – |
| New | ARRIVAL | $3 | – | 1 | +100.0% | 0.00% | – | |
| INVZW | New | INNOVIZ TECHNOLOGIES LTDw exp 04/05/202 | $840 | – | 1,000 | +100.0% | 0.00% | – |
| NNOX | Buy | NANO X IMAGING LTD | $23,235 | +187.6% | 1,500 | +7.1% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-08-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INCORPORATED | 28 | Q3 2023 | 5.4% |
| AMAZON COM INCORPORATED | 28 | Q3 2023 | 3.1% |
| MICROSOFT CORPORATION | 28 | Q3 2023 | 2.9% |
| SPDR S&P 500 ETF TRUST | 28 | Q3 2023 | 4.4% |
| ISHARES TR RUS 1000 GRW ETF | 28 | Q3 2023 | 7.3% |
| ALPHABET INCORPORATED CAP STK CLASS A | 28 | Q3 2023 | 2.0% |
| VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW | 28 | Q3 2023 | 1.4% |
| ISHARES TR MSCI USA MIN VOL | 28 | Q3 2023 | 1.8% |
| JPMORGAN CHASE & COMPANY | 28 | Q3 2023 | 1.8% |
| JOHNSON & JOHNSON | 28 | Q3 2023 | 2.1% |
View Steward Partners Investment Advisory, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-15 |
| 13F-HR | 2024-02-12 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-15 |
| 13F-HR | 2022-11-10 |
| 13F-HR | 2022-08-04 |
| 13F-HR | 2022-05-02 |
| 13F-HR | 2022-02-08 |
View Steward Partners Investment Advisory, 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.