$36.7 Million is the total value of Financial Gravity Asset Management, Inc.'s 2601 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was 82.4% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| FE | New | FIRSTENERGY CORP | $4,671,716 | – | 52 | +100.0% | 12.72% | – |
| Buy | SWAN DEFINED RISK CL I MFdomestic equities | $2,525,140 | +11106.4% | 15 | +7.1% | 6.87% | +890.3% | |
| BIL | SPDR SER TR | $1,893,045 | +2215.8% | 92 | 0.0% | 5.15% | +104.6% | |
| New | Ohio National Fund Inc. ON U.S. Low Volatility Portfoliointernational equities | $1,271,228 | – | 2,918 | +100.0% | 3.46% | – | |
| New | AB VPS Global Risk Allocation-Moderate Portfolio | $1,252,511 | – | 601 | +100.0% | 3.41% | – | |
| New | Ohio National Fund Inc. ON iShares Managed Risk Moderate Growth | $1,061,440 | – | 1,586 | +100.0% | 2.89% | – | |
| New | JNL/Mellon U.S. Stock Market Indexdomestic equities | $1,036,006 | – | 65 | +100.0% | 2.82% | – | |
| PIMCO INC CL INST MF | $890,110 | +500.3% | 10 | 0.0% | 2.42% | -46.9% | ||
| New | Ohio National Fund Inc. ON Risk Managed Balanced Portfolio | $846,246 | – | 884 | +100.0% | 2.30% | – | |
| New | JNL/T. Rowe Price Short-Term Bond | $794,382 | – | 30 | +100.0% | 2.16% | – | |
| BIV | Sell | VANGUARD BD INDEX FDS | $643,226 | +1911.1% | 75 | -2.6% | 1.75% | +77.8% |
| New | JNL/WMC Value | $502,600 | – | 273 | +100.0% | 1.37% | – | |
| New | Ohio National Fund Inc. ON Nasdaq-100 Index Portfolio | $496,096 | – | 729 | +100.0% | 1.35% | – | |
| New | JNL/Mellon S&P 400 MidCap Index | $487,221 | – | 275 | +100.0% | 1.33% | – | |
| IGIB | ISHARES TR | $475,490 | +33174.3% | 51 | 0.0% | 1.29% | +2840.9% | |
| JIGB | Sell | J P MORGAN EXCHANGE TRADED F | $475,072 | +33121.8% | 45 | -2.2% | 1.29% | +2838.6% |
| AGZD | WISDOMTREE TR | $438,638 | +18085.7% | 44 | 0.0% | 1.19% | +1513.5% | |
| TOEWS TACTICAL INCM MFhigh yield | $430,379 | +500340.7% | 10 | 0.0% | 1.17% | +38933.3% | ||
| AGG | Sell | ISHARES TR | $398,563 | +156814.6% | 1,268 | -0.2% | 1.08% | +13462.5% |
| HYG | Sell | ISHARES TRhigh yield | $347,751 | +917.9% | 75 | -1.3% | 0.95% | -10.1% |
| LQDH | Buy | ISHARES U S ETF TR | $338,448 | +25559.4% | 93 | +1.1% | 0.92% | +2146.3% |
| VONG | Buy | VANGUARD SCOTTSDALE FDS | $280,034 | +92934.6% | 77 | +22.2% | 0.76% | +8366.7% |
| New | SA Goldman Sachs Global Bond Portfolio | $278,879 | – | 38 | +100.0% | 0.76% | – | |
| New | SA T. Rowe Price VCP Balanced | $277,749 | – | 26 | +100.0% | 0.76% | – | |
| VNQ | Buy | VANGUARD INDEX FDSreal estate | $274,858 | +400.4% | 84 | +1.2% | 0.75% | -55.8% |
| New | Ohio National Fund Inc. ON BlackRock Balanced Allocation Portfo | $271,879 | – | 1,355 | +100.0% | 0.74% | – | |
| New | Lazard Retirement Global Dynamic Multi-Asset | $268,467 | – | 749 | +100.0% | 0.73% | – | |
| KENSINGTON MANAGD INCM INSTI CL MF | $256,718 | +6037.2% | 10 | 0.0% | 0.70% | +441.9% | ||
| New | JNL/WMC Government Money Market | $238,244 | – | 22 | +100.0% | 0.65% | – | |
| TLT | Buy | ISHARES TR | $234,775 | +764.4% | 3,824 | +2.1% | 0.64% | -23.7% |
| TOTL | SSGA ACTIVE ETF TR | $233,610 | +222385.7% | 41 | 0.0% | 0.64% | +21100.0% | |
| New | SA VCP Dynamic Strategy Portfolio | $228,723 | – | 33 | +100.0% | 0.62% | – | |
| TOEWS HEDGED US OPPORTUNITY MF | $226,414 | +75877.9% | 10 | 0.0% | 0.62% | +6744.4% | ||
| New | Goldman Sachs Strategic Growth Fund | $225,180 | – | 802 | +100.0% | 0.61% | – | |
| New | Invesco V.I. Balanced-Risk Allocation Fund | $225,090 | – | 632 | +100.0% | 0.61% | – | |
| SPYV | Buy | SPDR SER TRprtflo s&p500 vl etf | $216,419 | +5348.6% | 77,142 | +7.7% | 0.59% | +382.8% |
| SPYG | Buy | SPDR SER TRprtflo s&p500 gw etf | $214,858 | +4688.5% | 75,774 | +8.9% | 0.58% | +323.9% |
| SRLN | Buy | SSGA ACTIVE ETF TRhigh yield | $201,066 | +803.1% | 42 | +2.4% | 0.55% | -20.3% |
| SCHO | Sell | SCHWAB STRATEGIC TR | $197,443 | +371.7% | 48 | -2.0% | 0.54% | -58.3% |
| LQD | Sell | ISHARES TR | $190,365 | +494.6% | 108 | -1.8% | 0.52% | -47.5% |
| TOEWS HEDGED OCEANA MF | $179,559 | +79000.9% | 9 | 0.0% | 0.49% | +6885.7% | ||
| FLTR | VANECK ETF TRUST | $172,108 | +22695.8% | 25 | 0.0% | 0.47% | +1934.8% | |
| New | Fidelity VIP Target Volatility Portfolio | $167,524 | – | 511 | +100.0% | 0.46% | – | |
| IEF | Buy | ISHARES TR | $164,208 | +229.8% | 6,521 | +2.2% | 0.45% | -70.9% |
| BLACKROCK HG YLD CL INSTI MFhigh yield | $157,029 | +150.2% | 7 | 0.0% | 0.43% | -77.9% | ||
| Buy | TOEWS HEDGED US MF | $151,514 | +89025.9% | 13 | +8.3% | 0.41% | +8140.0% | |
| AMRCN BCON AHL MNGD FTRS STG CL Y MFother alternatives | $147,270 | +144.7% | 10 | 0.0% | 0.40% | -78.4% | ||
| VGLT | New | VANGUARD SCOTTSDALE FDS | $142,967 | – | 64 | +100.0% | 0.39% | – |
| TOEWS UNCONSTRAINED INC MF | $140,888 | +42853.7% | 9 | 0.0% | 0.38% | +3730.0% | ||
| TIP | Sell | ISHARES TRtips bd etf | $138,662 | +385.0% | 196 | -9.3% | 0.38% | -57.2% |
| MDYV | Buy | SPDR SER TRdomestic equities | $138,225 | +15769.7% | 69 | +4.5% | 0.38% | +1292.6% |
| New | PIMCO FUNDS TTL RETURN CL INST MF | $134,400 | – | 8 | +100.0% | 0.37% | – | |
| BLV | Sell | VANGUARD BD INDEX FDS | $133,663 | +417.8% | 75 | -2.6% | 0.36% | -54.2% |
| EFA | Buy | ISHARES TRmsci eafe etf | $124,834 | +1481.6% | 979 | +0.1% | 0.34% | +39.9% |
| SIERRA TACTICAL CR INCM CL INSTL MF | $124,207 | +1665.8% | 20 | 0.0% | 0.34% | +55.8% | ||
| SCHR | Sell | SCHWAB STRATEGIC TR | $120,547 | +368.5% | 49 | -2.0% | 0.33% | -58.6% |
| SPY | Buy | SPDR S&P 500 ETF TRdomestic equities | $117,475 | +1393.5% | 443 | +7.3% | 0.32% | +32.2% |
| SLYG | Buy | SPDR SER TRdomestic equities | $116,426 | +17620.9% | 77 | +4.1% | 0.32% | +1485.0% |
| New | MUTUAL FD SRS TRUST CATLYST CL I MFother alternatives | $112,743 | – | 35 | +100.0% | 0.31% | – | |
| MDYG | Buy | SPDR SER TRdomestic equities | $104,912 | +17957.1% | 72 | +5.9% | 0.29% | +1488.9% |
| New | Fidelity VIP Target Volatility Portfolio | $104,331 | – | 286 | +100.0% | 0.28% | – | |
| New | SA BlackRock VCP Global Multi Asset | $103,409 | – | 12 | +100.0% | 0.28% | – | |
| New | SA PIMCO VCP Tactical Balanced Portfolio | $99,221 | – | 14 | +100.0% | 0.27% | – | |
| VPU | Sell | VANGUARD WORLD FDSdomestic equities | $90,586 | +30196.3% | 142 | -4.1% | 0.25% | +2644.4% |
| SLYV | Buy | SPDR SER TRdomestic equities | $89,909 | +9923.3% | 77 | +1.3% | 0.24% | +775.0% |
| Buy | ABR 50 50 VOLATILITY INSTITUTIONL MF | $89,089 | +3136.1% | 7 | +16.7% | 0.24% | +184.7% | |
| SGOV | ISHARES TR | $86,839 | +587.7% | 101 | 0.0% | 0.24% | -39.3% | |
| New | Goldman Sachs Trend Driven Allocation Fund | $83,703 | – | 313 | +100.0% | 0.23% | – | |
| New | PIMCO Total Return Portfolio | $77,533 | – | 9 | +100.0% | 0.21% | – | |
| New | Loan Collateral | $73,371 | – | 35 | +100.0% | 0.20% | – | |
| RYT | Buy | INVESCO EXCHANGE TRADED FD Tdomestic equities | $70,315 | +767.4% | 294 | +6.5% | 0.19% | -23.6% |
| ABR DYNAMIC BLEND CL INSTL MFdomestic equities | $68,115 | +547.4% | 10 | 0.0% | 0.18% | -42.9% | ||
| AAPL | Buy | APPLE INCdomestic equities | $67,315 | +361.9% | 9,775 | +1.0% | 0.18% | -59.2% |
| SPDW | Buy | SPDR INDEX SHS FDSportfolio devlpd etf | $66,859 | +17970.0% | 11,697 | +1.0% | 0.18% | +1554.5% |
| VCSH | Buy | VANGUARD SCOTTSDALE FDSshrt trm corp bd etf | $66,479 | +8500.1% | 121 | +59.2% | 0.18% | +654.2% |
| SIERRA TACTICAL BOND CL INSTI MF | $62,653 | +1681.4% | 26 | 0.0% | 0.17% | +58.3% | ||
| IWS | Buy | ISHARES TRdomestic equities | $48,376 | +13962.8% | 110 | +3.8% | 0.13% | +1100.0% |
| VONV | Buy | VANGUARD SCOTTSDALE FDSdomestic equities | $47,814 | +12319.2% | 69 | +3.0% | 0.13% | +983.3% |
| IWP | Buy | ISHARES TRdomestic equities | $47,593 | +17206.5% | 97 | +6.6% | 0.13% | +1525.0% |
| SCHB | Buy | SCHWAB STRATEGIC TRdomestic equities | $46,583 | +49456.4% | 52 | +8.3% | 0.13% | +4133.3% |
| New | Goldman Sachs Trend Driven Allocation Fund | $45,939 | – | 305 | +100.0% | 0.12% | – | |
| ACN | Buy | ACCENTURE PLC IRELANDdomestic equities | $45,862 | +295.7% | 309 | +8.0% | 0.12% | -65.0% |
| SOXX | Buy | ISHARES TRdomestic equities | $45,308 | +55.0% | 507 | +13.9% | 0.12% | -86.3% |
| VTWG | Buy | VANGUARD SCOTTSDALE FDSdomestic equities | $44,977 | +17469.1% | 176 | +6.7% | 0.12% | +1425.0% |
| Buy | COHEN & STEERS CL INST REALTY SHS MFreal estate | $44,643 | -9.0% | 44 | +2.3% | 0.12% | -91.9% | |
| BLHY | New | VIRTUS ETF TR IIhigh yield | $44,613 | – | 21 | +100.0% | 0.12% | – |
| SGOL | New | ABRDN GOLD ETF TRUST | $42,655 | – | 18 | +100.0% | 0.12% | – |
| New | Goldman Sachs U.S. Equity Insights Fund | $41,785 | – | 237 | +100.0% | 0.11% | – | |
| VDE | Sell | VANGUARD WORLD FDSdomestic equities | $39,753 | +15189.6% | 113 | -0.9% | 0.11% | +1250.0% |
| PGF | Sell | INVESCO EXCHANGE TRADED FD Tpreferred stock | $39,696 | +35662.2% | 14 | -6.7% | 0.11% | +3500.0% |
| EMB | Buy | ISHARES TRjpmorgan usd emg etf | $38,886 | +5643.9% | 7,327 | +20.7% | 0.11% | +404.8% |
| FSTA | FIDELITY COVINGTON TRUSTdomestic equities | $39,070 | -66.6% | 45 | 0.0% | 0.11% | -97.1% | |
| PFF | ISHARES TRpreferred stock | $37,598 | +3269.0% | 31 | 0.0% | 0.10% | +200.0% | |
| USRT | Buy | ISHARES TRreal estate | $36,826 | +68096.3% | 51 | +2.0% | 0.10% | +4900.0% |
| JNJ | Buy | JOHNSON & JOHNSONdomestic equities | $36,781 | +229.8% | 5,622 | +4.5% | 0.10% | -70.8% |
| IAGG | Buy | ISHARES TR | $36,417 | -14.8% | 225,402 | +3.0% | 0.10% | -92.5% |
| IEFA | Buy | ISHARES TRinternational equities | $35,135 | +676.3% | 72,802 | +7.4% | 0.10% | -30.9% |
| JHG | New | JANUS HENDERSON GROUP PLCinternational equities | $34,932 | – | 268 | +100.0% | 0.10% | – |
| New | Janus Henderson Research Portfolio | $34,633 | – | 300 | +100.0% | 0.09% | – | |
| ASML | Buy | ASML HOLDING N Vinternational equities | $34,661 | +371.1% | 2,053 | +2.8% | 0.09% | -58.6% |
| MA | Buy | MASTERCARD INCORPORATEDdomestic equities | $34,133 | +224.8% | 393 | +8.3% | 0.09% | -71.3% |
| VTWV | Buy | VANGUARD SCOTTSDALE FDSdomestic equities | $33,185 | +9463.4% | 124 | +2.5% | 0.09% | +718.2% |
| GOOGL | Buy | ALPHABET INCdomestic equities | $32,988 | +389.7% | 120 | +15.4% | 0.09% | -56.5% |
| FALN | Buy | ISHARES TRhigh yield | $33,022 | +18556.5% | 697 | +11.3% | 0.09% | +1700.0% |
| PG | Buy | PROCTER AND GAMBLE COdomestic equities | $33,018 | +175.7% | 6,329 | +1.6% | 0.09% | -75.6% |
| New | Goldman Sachs Large Cap Value Funddomestic equities | $32,682 | – | 300 | +100.0% | 0.09% | – | |
| RYH | Buy | INVESCO EXCHANGE TRADED FD Tdomestic equities | $32,155 | +620.0% | 298 | +2.1% | 0.09% | -36.2% |
| AWK | Sell | AMERICAN WTR WKS CO INC NEWdomestic equities | $32,355 | +51257.1% | 143 | -2.1% | 0.09% | +4300.0% |
| MSFT | Buy | MICROSOFT CORPdomestic equities | $32,490 | +751.9% | 8,624 | +0.2% | 0.09% | -24.8% |
| New | AB VPS Global Risk Allocation-Moderate Portfolio | $31,799 | – | 12 | +100.0% | 0.09% | – | |
| STIP | Buy | ISHARES TR | $31,530 | -26.9% | 69,122 | +2.4% | 0.09% | -93.5% |
| New | GS VIT Government Money Market Fund | $31,735 | – | 10 | +100.0% | 0.09% | – | |
| JNK | Sell | SPDR SER TRhigh yield | $31,189 | +20.8% | 92 | -1.1% | 0.08% | -89.3% |
| FTEC | New | FIDELITY COVINGTON TRUSTdomestic equities | $30,904 | – | 131 | +100.0% | 0.08% | – |
| NSRGY | Buy | NESTLE SA ADR SPONSOREDinternational equities | $30,589 | +126.7% | 17,327 | +0.3% | 0.08% | -80.0% |
| BSV | Buy | VANGUARD BD INDEX FDSshort trm bond etf | $30,086 | -57.7% | 9,698 | +59.5% | 0.08% | -96.3% |
| RCD | Buy | INVESCO EXCHANGE TRADED FD Tunknown | $29,856 | +855.1% | 138 | +7.8% | 0.08% | -15.6% |
| SHY | Sell | ISHARES TR | $29,662 | +24.2% | 81 | -1.2% | 0.08% | -89.0% |
| QAI | New | INDEXIQ ETF TRunknown | $29,507 | – | 30 | +100.0% | 0.08% | – |
| RYF | Buy | INVESCO EXCHANGE TRADED FD Tdomestic equities | $28,612 | +670.8% | 51 | +2.0% | 0.08% | -31.6% |
| RGI | Buy | INVESCO EXCHANGE TRADED FD Tdomestic equities | $27,629 | +699.5% | 205 | +9.0% | 0.08% | -29.2% |
| XLG | Buy | INVESCO EXCHANGE TRADED FD Tdomestic equities | $26,357 | +730.9% | 350 | +12.5% | 0.07% | -26.5% |
| New | JNL/WMC Balanced | $26,141 | – | 125 | +100.0% | 0.07% | – | |
| MDT | Buy | MEDTRONIC PLCdomestic equities | $25,753 | +130.5% | 88 | +8.6% | 0.07% | -79.7% |
| New | The Prudential Series Fund Inc. PSF PGIM Jennison Growth Portfo | $25,869 | – | 416 | +100.0% | 0.07% | – | |
| BKHY | New | BNY MELLON ETF TRUST | $25,660 | – | 46 | +100.0% | 0.07% | – |
| SHOP | Buy | SHOPIFY INCinternational equities | $25,373 | +351.3% | 65 | +35.4% | 0.07% | -60.1% |
| GLD | Sell | SPDR GOLD TR | $24,810 | +5863.9% | 1,818 | -4.2% | 0.07% | +423.1% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELdomestic equities | $24,111 | +67.5% | 4,425 | +27.6% | 0.07% | -85.1% |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $23,441 | +1137.0% | 14 | 0.0% | 0.06% | +10.3% | |
| IGSB | Sell | ISHARES TR | $23,458 | -53.3% | 110 | -0.9% | 0.06% | -95.9% |
| NXPI | Buy | NXP SEMICONDUCTORS N Vinternational equities | $23,202 | +111.8% | 205 | +10.2% | 0.06% | -81.3% |
| XOM | Buy | EXXON MOBIL CORPdomestic equities | $22,646 | +63.5% | 572 | +8.7% | 0.06% | -85.5% |
| AON | Buy | AON PLCdomestic equities | $22,716 | +194.8% | 345 | +9.5% | 0.06% | -73.8% |
| OMC | Buy | OMNICOM GROUP INCdomestic equities | $22,959 | +216.3% | 95 | +1.1% | 0.06% | -72.3% |
| New | JNL/American Funds Growth | $22,431 | – | 38 | +100.0% | 0.06% | – | |
| SPHY | New | SPDR SER TR | $21,973 | – | 23 | +100.0% | 0.06% | – |
| GII | Sell | SPDR INDEX SHS FDSunknown | $21,660 | +13964.9% | 53 | -1.9% | 0.06% | +1080.0% |
| IPG | Buy | INTERPUBLIC GROUP COS INCdomestic equities | $21,677 | +219.1% | 39 | +5.4% | 0.06% | -71.8% |
| CVX | Buy | CHEVRON CORP NEWdomestic equities | $21,700 | +87.6% | 214 | +31.3% | 0.06% | -83.4% |
| CSCO | Buy | CISCO SYS INCdomestic equities | $21,760 | +202.6% | 183 | +251.9% | 0.06% | -73.3% |
| IAU | Sell | ISHARES GOLD TR | $21,139 | +763.5% | 36 | -2.7% | 0.06% | -22.7% |
| UPS | Buy | UNITED PARCEL SERVICE INCdomestic equities | $20,792 | +192.3% | 229 | +7.0% | 0.06% | -74.0% |
| New | PIMCO Real Return Portfolio | $21,002 | – | 133 | +100.0% | 0.06% | – | |
| TXN | Buy | TEXAS INSTRS INCdomestic equities | $20,954 | +191.3% | 233 | +25.3% | 0.06% | -74.3% |
| JPM | Buy | JPMORGAN CHASE & COdomestic equities | $20,766 | +232.3% | 172 | +32.3% | 0.06% | -70.5% |
| SYK | Sell | STRYKER CORPORATIONdomestic equities | $20,532 | +205.6% | 4,192 | -0.1% | 0.06% | -72.9% |
| SNA | Buy | SNAP ON INCdomestic equities | $20,236 | +199.6% | 288 | +16.6% | 0.06% | -73.6% |
| NFRA | FLEXSHARES TRinternational equities | $19,916 | +14331.9% | 52 | 0.0% | 0.05% | +1250.0% | |
| PEP | Buy | PEPSICO INCdomestic equities | $19,643 | +200.9% | 296 | +5.0% | 0.05% | -73.6% |
| New | Fidelity VIP Government Money Market Portfolio | $19,493 | – | 68 | +100.0% | 0.05% | – | |
| IVV | Buy | ISHARES TRcore s&p500 etf | $19,612 | +15.1% | 44,001 | +6.2% | 0.05% | -89.9% |
| SLQD | ISHARES TR | $19,154 | -35.0% | 48 | 0.0% | 0.05% | -94.3% | |
| MINT | Sell | PIMCO ETF TRenhan shrt ma ac etf | $19,096 | -52.6% | 19,179 | -1.4% | 0.05% | -95.8% |
| New | Morgan Stanley VIF U.S. Real Estate Portfolioreal estate | $19,039 | – | 354 | +100.0% | 0.05% | – | |
| TMO | Sell | THERMO FISHER SCIENTIFIC INCdomestic equities | $19,232 | +153.4% | 522 | -9.4% | 0.05% | -77.8% |
| AXP | Buy | AMERICAN EXPRESS COdomestic equities | $18,707 | +27.7% | 174 | +5.5% | 0.05% | -88.7% |
| PARAMETRIC COMMO STRAT CL INSTI MFdomestic equities | $18,614 | -63.5% | 6 | 0.0% | 0.05% | -96.7% | ||
| SJNK | New | SPDR SER TRhigh yield | $18,326 | – | 25 | +100.0% | 0.05% | – |
| SRVR | Sell | PACER FDS TRreal estate | $18,417 | +73568.0% | 29 | -3.3% | 0.05% | +4900.0% |
| DRI | Buy | DARDEN RESTAURANTS INCdomestic equities | $17,965 | +4530.2% | 167 | +7.7% | 0.05% | +308.3% |
| WTRG | Sell | ESSENTIAL UTILS INCdomestic equities | $18,149 | +48951.4% | 40 | -9.1% | 0.05% | +4800.0% |
| DOX | Buy | AMDOCS LTDdomestic equities | $17,648 | +4985.9% | 99 | +3.1% | 0.05% | +336.4% |
| EWCO | Buy | INVESCO EXCHANGE TRADED FD Tdomestic equities | $17,423 | +820.4% | 28 | +3.7% | 0.05% | -19.0% |
| MSCI | Sell | MSCI INCdomestic equities | $17,330 | +202.3% | 469 | -16.2% | 0.05% | -73.4% |
| Buy | SHELL PLCinternational equities | $17,300 | +61685.7% | 60 | +3.4% | 0.05% | +4600.0% | |
| APD | Buy | AIR PRODS & CHEMS INCdomestic equities | $17,397 | +180.8% | 300 | +4.5% | 0.05% | -75.4% |
| SONY | Sell | SONY GROUP CORPORATIONinternational equities | $16,871 | +101.7% | 90 | -1.1% | 0.05% | -82.2% |
| XLU | Sell | SELECT SECTOR SPDR TRdomestic equities | $16,393 | -34.9% | 65 | -36.9% | 0.04% | -94.2% |
| SPEM | Buy | SPDR INDEX SHS FDSportfolio emg mk etf | $16,672 | +354.5% | 118,228 | +9.9% | 0.04% | -60.2% |
| FVC | New | FIRST TR EXCHANGE-TRADED FDdomestic equities | $15,985 | – | 34 | +100.0% | 0.04% | – |
| EOG | Sell | EOG RES INCdomestic equities | $16,118 | +52.4% | 115 | -0.9% | 0.04% | -86.5% |
| KLAC | Buy | KLA CORPdomestic equities | $16,316 | +1376.6% | 485 | +21.6% | 0.04% | +29.4% |
| SLV | Sell | ISHARES SILVER TR | $16,349 | +5156.9% | 21 | -4.5% | 0.04% | +340.0% |
| PCAR | Buy | PACCAR INCdomestic equities | $16,062 | +4171.8% | 84 | +15.1% | 0.04% | +266.7% |
| MRO | Sell | MARATHON OIL CORPdomestic equities | $15,678 | +28.7% | 23 | -4.2% | 0.04% | -88.5% |
| JPIB | New | J P MORGAN EXCHANGE TRADED F | $15,652 | – | 47 | +100.0% | 0.04% | – |
| Sell | SYMMETRY PNRMC US FXD INM CL I S MF | $15,657 | +882.9% | 9 | -10.0% | 0.04% | -12.2% | |
| BMY | Buy | BRISTOL-MYERS SQUIBB COdomestic equities | $15,791 | +129.4% | 81 | +17.4% | 0.04% | -79.7% |
| SYMMTRY PNRMC TX MNG GLB CL I S MF | $15,963 | +255.9% | 13 | 0.0% | 0.04% | -68.8% | ||
| CE | Buy | CELANESE CORP DELdomestic equities | $15,486 | +3810.6% | 116 | +6.4% | 0.04% | +250.0% |
| INTC | INTEL CORPdomestic equities | $15,573 | +102.7% | 19,517 | 0.0% | 0.04% | -82.3% | |
| IHG | Buy | INTERCONTINENTAL HOTELS GROUinternational equities | $15,613 | +2153.0% | 70 | +4.5% | 0.04% | +100.0% |
| GSY | Buy | INVESCO ACTIVELY MANAGED ETFultra shrt dur etf | $15,481 | -71.4% | 12,967 | +8.1% | 0.04% | -97.5% |
| XLB | Sell | SELECT SECTOR SPDR TRdomestic equities | $15,249 | -33.3% | 83 | -23.1% | 0.04% | -94.0% |
| Buy | LINDE PLCinternational equities | $15,388 | +132.2% | 381 | +7.3% | 0.04% | -79.4% | |
| New | Neuberger Berman Advisers Management Trust AMT Mid Cap Intrinsicdomestic equities | $15,308 | – | 65 | +100.0% | 0.04% | – | |
| JPMB | New | J P MORGAN EXCHANGE TRADED F | $15,384 | – | 39 | +100.0% | 0.04% | – |
| QLD | Buy | PROSHARES TRdomestic equities | $15,454 | +55092.9% | 64 | +28.0% | 0.04% | +4100.0% |
| AMZN | Buy | AMAZON COM INCdomestic equities | $15,555 | +596.3% | 18,077 | +3.6% | 0.04% | -39.1% |
| PFE | Buy | PFIZER INCdomestic equities | $14,919 | +158.9% | 501 | +559.2% | 0.04% | -76.8% |
| PPG | Buy | PPG INDS INCdomestic equities | $15,002 | +135.1% | 148 | +10.4% | 0.04% | -79.2% |
| VAW | Buy | VANGUARD WORLD FDSdomestic equities | $14,949 | +10427.5% | 182 | +2.2% | 0.04% | +925.0% |
| RELX | Buy | RELX PLCinternational equities | $14,904 | +38.1% | 33 | +3.1% | 0.04% | -87.7% |
| EBND | SPDR SER TR | $15,053 | +24577.0% | 21 | 0.0% | 0.04% | +1950.0% | |
| TSN | Sell | TYSON FOODS INCdomestic equities | $14,798 | +160.8% | 51 | -13.6% | 0.04% | -77.1% |
| New | INNOVATOR ETFS TRdomestic equities | $14,733 | – | 38 | +100.0% | 0.04% | – | |
| ALB | Buy | ALBEMARLE CORPdomestic equities | $14,825 | +3885.2% | 223 | +0.9% | 0.04% | +263.6% |
| VMBS | Buy | VANGUARD SCOTTSDALE FDSmtg-bkd secs etf | $14,176 | -50.4% | 15,705 | +54.7% | 0.04% | -95.6% |
| CARR | Buy | CARRIER GLOBAL CORPORATIONdomestic equities | $14,230 | +193.6% | 50 | +8.7% | 0.04% | -73.8% |
| DKS | Sell | DICKS SPORTING GOODS INCdomestic equities | $14,442 | +3622.2% | 132 | -7.0% | 0.04% | +225.0% |
| PNW | Buy | PINNACLE WEST CAP CORPdomestic equities | $14,292 | +116.4% | 81 | +2.5% | 0.04% | -80.8% |
| CMCSA | Buy | COMCAST CORP NEWdomestic equities | $14,251 | +135.0% | 61 | +60.5% | 0.04% | -79.1% |
| ICLR | Buy | ICON PLCdomestic equities | $14,259 | +123.6% | 250 | +16.8% | 0.04% | -80.1% |
| New | SA JPMorgan MFS Core Bond | $13,932 | – | 141 | +100.0% | 0.04% | – | |
| New | Lincoln Variable Insurance Products Trust LVIP JPMorgan Small Cadomestic equities | $14,096 | – | 469 | +100.0% | 0.04% | – | |
| RACE | Buy | FERRARI N Vinternational equities | $14,094 | +187.8% | 325 | +19.9% | 0.04% | -74.8% |
| DGX | QUEST DIAGNOSTICS INCdomestic equities | $14,107 | +2423.6% | 141 | 0.0% | 0.04% | +123.5% | |
| PAG | Buy | PENSKE AUTOMOTIVE GRP INCdomestic equities | $13,866 | +3719.8% | 167 | +17.6% | 0.04% | +245.5% |
| IBN | Buy | ICICI BANK LIMITEDinternational equities | $14,127 | +128327.3% | 23 | +4.5% | 0.04% | – |
| SWK | Buy | STANLEY BLACK & DECKER INCdomestic equities | $13,874 | +143.9% | 886 | +3.1% | 0.04% | -78.3% |
| EQR | Buy | EQUITY RESIDENTIALdomestic equities | $14,112 | +132.7% | 66 | +10.0% | 0.04% | -79.7% |
| DASTY | Buy | DASSAULT SYSTEMES ADRinternational equities | $13,964 | +141.3% | 44 | +7.3% | 0.04% | -78.7% |
| RL | Buy | RALPH LAUREN CORPdomestic equities | $13,591 | +123.1% | 123 | +5.1% | 0.04% | -80.3% |
| YPF | Buy | YPF SOCIEDAD ANONIMAinternational equities | $13,528 | +193.8% | 15 | +36.4% | 0.04% | -73.9% |
| REG | Buy | REGENCY CTRS CORPdomestic equities | $13,571 | +135.4% | 62 | +1.6% | 0.04% | -79.2% |
| AMP | Buy | AMERIPRISE FINL INCdomestic equities | $13,617 | +3858.4% | 332 | +8.1% | 0.04% | +236.4% |
| VRSK | Buy | VERISK ANALYTICS INCdomestic equities | $13,587 | +187.6% | 226 | +17.7% | 0.04% | -74.7% |
| PSX | Sell | PHILLIPS 66domestic equities | $13,562 | +340.9% | 95 | -5.9% | 0.04% | -61.1% |
| BBY | Buy | BEST BUY INCdomestic equities | $13,575 | +138.0% | 82 | +5.1% | 0.04% | -79.0% |
| UNH | Buy | UNITEDHEALTH GROUP INCdomestic equities | $13,433 | +440.6% | 483 | +2.1% | 0.04% | -51.9% |
| XOP | Buy | SPDR SER TRdomestic equities | $13,596 | -40.5% | 129 | +0.8% | 0.04% | -94.7% |
| New | Royce Small-Cap Portfolio | $13,106 | – | 574 | +100.0% | 0.04% | – | |
| PWR | Buy | QUANTA SVCS INCdomestic equities | $13,074 | +118754.5% | 196 | +17.4% | 0.04% | – |
| New | Fidelity VIP Contrafund Portfolio | $13,352 | – | 260 | +100.0% | 0.04% | – | |
| New | Fidelity VIP Equity-Income Portfoliodomestic equities | $13,206 | – | 67 | +100.0% | 0.04% | – | |
| PTBD | New | PACER FDS TRhigh yield | $13,247 | – | 20 | +100.0% | 0.04% | – |
| RTX | RAYTHEON TECHNOLOGIES CORPdomestic equities | $13,095 | +184.7% | 98 | 0.0% | 0.04% | -74.6% | |
| PBR | Buy | PETROLEO BRASILEIRO SA PETROinternational equities | $13,321 | +407.7% | 14 | +40.0% | 0.04% | -55.6% |
| RIO | Sell | RIO TINTO PLCinternational equities | $13,299 | +199.8% | 64 | -7.2% | 0.04% | -73.7% |
| URI | Buy | UNITED RENTALS INCdomestic equities | $12,912 | +3824.6% | 445 | +12.4% | 0.04% | +250.0% |
| ED | Sell | CONSOLIDATED EDISON INCdomestic equities | $12,887 | +106.0% | 90 | -6.2% | 0.04% | -81.9% |
| EVRG | Sell | EVERGY INCdomestic equities | $12,874 | +110.0% | 58 | -4.9% | 0.04% | -81.5% |
| SYMMETRY PANORAMIC US EQY CL I S MFdomestic equities | $13,028 | +85.2% | 13 | 0.0% | 0.04% | -83.9% | ||
| RHS | Sell | INVESCO EXCHANGE TRADED FD Tdomestic equities | $13,017 | +527.6% | 167 | -1.8% | 0.04% | -45.3% |
| SPG | Buy | SIMON PPTY GROUP INC NEWdomestic equities | $12,874 | +3243.9% | 115 | +2.7% | 0.04% | +191.7% |
| BKNG | Buy | BOOKING HOLDINGS INCdomestic equities | $12,921 | +136.1% | 2,700 | +1.8% | 0.04% | -79.3% |
| HYDW | Buy | DBX ETF TRxtrackers low etf | $12,895 | +90.1% | 150,500 | +1.9% | 0.04% | -83.3% |
| PFFD | New | GLOBAL X FDSus pfd etf | $12,771 | – | 103 | +100.0% | 0.04% | – |
| BBVA | Buy | BANCO BILBAO VIZCAYA ARGENTAinternational equities | $12,735 | +211.3% | 8 | +14.3% | 0.04% | -72.2% |
| VRSN | Buy | VERISIGN INCdomestic equities | $12,690 | +157.3% | 226 | +7.1% | 0.04% | -77.0% |
| LH | Buy | LABORATORY CORP AMER HLDGSdomestic equities | $12,877 | +4309.9% | 241 | +5.2% | 0.04% | +288.9% |
| ROP | Buy | ROPER TECHNOLOGIES INCdomestic equities | $12,825 | +151.1% | 481 | +9.1% | 0.04% | -77.7% |
| MRK | Buy | MERCK & CO INCdomestic equities | $12,730 | +368.4% | 386 | +32.2% | 0.04% | -58.3% |
| MCHP | Buy | MICROCHIP TECHNOLOGY INC.domestic equities | $13,003 | +3443.1% | 348 | +1.8% | 0.04% | +218.2% |
| GD | Sell | GENERAL DYNAMICS CORPdomestic equities | $12,435 | +169.9% | 215 | -5.7% | 0.03% | -76.1% |
| PHB | Sell | INVESCO EXCH TRADED FD TR IIhigh yield | $12,378 | +13807.9% | 17 | -5.6% | 0.03% | +1033.3% |
| VUG | New | VANGUARD INDEX FDSdomestic equities | $12,357 | – | 283 | +100.0% | 0.03% | – |
| GWW | Buy | GRAINGER W W INCdomestic equities | $12,348 | +1765.3% | 789 | +14.5% | 0.03% | +70.0% |
| SIERRA TACTICAL MUNICIPAL CL INSTL | $12,361 | +1655.8% | 25 | 0.0% | 0.03% | +54.5% | ||
| CPA | Buy | COPA HOLDINGS SAinternational equities | $12,350 | +197.7% | 111 | +20.7% | 0.03% | -73.4% |
| Sell | PIMCO INTERNATIONAL BOND CL INSTL MF | $12,466 | +1665.7% | 9 | -10.0% | 0.03% | +54.5% | |
| BBAR | New | BANCO BBVA ARGENTINA S Ainternational equities | $12,537 | – | 6 | +100.0% | 0.03% | – |
| MUFG | Buy | MITSUBISHI UFJ FINL GROUP INinternational equities | $12,674 | +1267300.0% | 7 | +16.7% | 0.03% | – |
| CME | Sell | CME GROUP INCdomestic equities | $12,569 | +411.1% | 185 | -3.6% | 0.03% | -55.3% |
| KR | Sell | KROGER COdomestic equities | $12,573 | +2764.0% | 47 | -4.1% | 0.03% | +142.9% |
| VIST | New | VISTA ENERGY S.A.B. DE C.V.international equities | $12,159 | – | 24 | +100.0% | 0.03% | – |
| SDY | New | SPDR SER TRdomestic equities | $12,075 | – | 123 | +100.0% | 0.03% | – |
| FLEX | New | FLEX LTDdomestic equities | $11,954 | – | 28 | +100.0% | 0.03% | – |
| RF | Sell | REGIONS FINANCIAL CORP NEWdomestic equities | $11,963 | +4187.8% | 18 | -5.3% | 0.03% | +266.7% |
| O | Sell | REALTY INCOME CORPdomestic equities | $12,013 | +103.3% | 60 | -4.8% | 0.03% | -81.9% |
| VLO | Sell | VALERO ENERGY CORPdomestic equities | $12,068 | +161.4% | 117 | -16.4% | 0.03% | -76.8% |
| PH | Buy | PARKER-HANNIFIN CORPdomestic equities | $12,114 | +3165.2% | 390 | +16.1% | 0.03% | +200.0% |
| CRH | New | CRH PLCinternational equities | $12,057 | – | 56 | +100.0% | 0.03% | – |
| ABEV | New | AMBEV SAinternational equities | $12,257 | – | 3 | +100.0% | 0.03% | – |
| MOH | Buy | MOLINA HEALTHCARE INCdomestic equities | $12,106 | +423.8% | 301 | +12.7% | 0.03% | -53.5% |
| New | JPMORGAN GOVERNMENT BOND CL I MF | $12,283 | – | 9 | +100.0% | 0.03% | – | |
| AES | Sell | AES CORPdomestic equities | $12,261 | +3443.6% | 21 | -12.5% | 0.03% | +200.0% |
| JBL | Buy | JABIL INCdomestic equities | $11,833 | +3792.4% | 108 | +22.7% | 0.03% | +255.6% |
| NTES | New | NETEASE INCdomestic equities | $11,754 | – | 97 | +100.0% | 0.03% | – |
| LI | New | LI AUTO INCinternational equities | $11,778 | – | 35 | +100.0% | 0.03% | – |
| PXD | Buy | PIONEER NAT RES COdomestic equities | $11,678 | +79.2% | 207 | +1.5% | 0.03% | -84.1% |
| NICE | Sell | NICE LTDinternational equities | $11,783 | +29357.5% | 207 | -9.6% | 0.03% | +3100.0% |
| DTE | DTE ENERGY COdomestic equities | $11,673 | +3384.5% | 110 | 0.0% | 0.03% | +220.0% | |
| BLDR | Buy | BUILDERS FIRSTSOURCE INCdomestic equities | $11,658 | +3025.5% | 136 | +52.8% | 0.03% | +190.9% |
| KNX | Sell | KNIGHT-SWIFT TRANSN HLDGS INdomestic equities | $11,607 | +2520.1% | 56 | -1.8% | 0.03% | +128.6% |
| DFS | Buy | DISCOVER FINL SVCSdomestic equities | $11,926 | +3615.3% | 117 | +18.2% | 0.03% | +220.0% |
| New | NUVEEN PREFERRED SECURITIES CL R MFpreferred stock | $11,633 | – | 14 | +100.0% | 0.03% | – | |
| LRLCY | Buy | L OREAL ADRinternational equities | $11,711 | +59.1% | 93 | +4.5% | 0.03% | -85.9% |
| CSTM | New | CONSTELLIUM SEdomestic equities | $11,923 | – | 17 | +100.0% | 0.03% | – |
| JCI | New | JOHNSON CTLS INTL PLCdomestic equities | $11,937 | – | 68 | +100.0% | 0.03% | – |
| NRG | Buy | NRG ENERGY INCdomestic equities | $11,901 | +3390.0% | 37 | +8.8% | 0.03% | +190.9% |
| BG | Sell | BUNGE LIMITEDdomestic equities | $11,896 | +4775.4% | 94 | -2.1% | 0.03% | +300.0% |
| SQM | Sell | SOCIEDAD QUIMICA Y MINERA DEinternational equities | $11,815 | +1173.2% | 73 | -9.9% | 0.03% | +10.3% |
| QSR | New | RESTAURANT BRANDS INTL INCinternational equities | $11,626 | – | 78 | +100.0% | 0.03% | – |
| BLMN | Buy | BLOOMIN BRANDS INCdomestic equities | $11,506 | +1130.6% | 27 | +3.8% | 0.03% | +6.9% |
| MCK | Buy | MCKESSON CORPdomestic equities | $11,463 | +312.3% | 427 | +19.9% | 0.03% | -64.0% |
| NVDA | Buy | NVIDIA CORPORATIONdomestic equities | $11,276 | +9219.0% | 423 | +52.2% | 0.03% | +675.0% |
| NVS | Buy | NOVARTIS AGinternational equities | $11,543 | +138.4% | 101 | +9.8% | 0.03% | -79.2% |
| PTLC | New | PACER FDS TRdomestic equities | $11,569 | – | 41 | +100.0% | 0.03% | – |
| OTEX | Buy | OPEN TEXT CORPinternational equities | $11,274 | +1779.0% | 42 | +7.7% | 0.03% | +72.2% |
| RHHBY | Buy | ROCHE HOLDINGS AG ADR SPONSOREDinternational equities | $11,261 | +72.6% | 21,139 | +1.9% | 0.03% | -84.6% |
| RYE | INVESCO EXCHANGE TRADED FD Tdomestic equities | $11,268 | +580.8% | 68 | 0.0% | 0.03% | -39.2% | |
| CAH | Buy | CARDINAL HEALTH INCdomestic equities | $11,240 | +1341.0% | 95 | +25.0% | 0.03% | +29.2% |
| BIDU | Sell | BAIDU INCdomestic equities | $11,265 | +157.0% | 137 | -9.3% | 0.03% | -77.0% |
| TTE | Sell | TOTALENERGIES SEinternational equities | $11,308 | +121.8% | 58 | -1.7% | 0.03% | -80.3% |
| HAL | Buy | HALLIBURTON COdomestic equities | $11,420 | +4052.7% | 33 | +3.1% | 0.03% | +287.5% |
| KLIC | Buy | KULICKE & SOFFA INDS INCdomestic equities | $11,554 | +194.9% | 59 | +11.3% | 0.03% | -74.4% |
| TGT | Sell | TARGET CORPdomestic equities | $11,130 | +76.5% | 163 | -1.8% | 0.03% | -84.5% |
| CHKP | Sell | CHECK POINT SOFTWARE TECH LTinternational equities | $10,916 | +89.3% | 127 | -3.1% | 0.03% | -83.1% |
| NOBL | New | PROSHARES TRdomestic equities | $11,006 | – | 94 | +100.0% | 0.03% | – |
| UNM | Buy | UNUM GROUPdomestic equities | $11,194 | +3970.5% | 48 | +20.0% | 0.03% | +275.0% |
| AGI | ALAMOS GOLD INC NEW | $10,842 | +157.3% | 12 | 0.0% | 0.03% | -76.9% | |
| CMBS | ISHARES TR | $10,906 | +4.2% | 46 | 0.0% | 0.03% | -90.7% | |
| STNE | New | STONECO LTDinternational equities | $10,958 | – | 13 | +100.0% | 0.03% | – |
| CX | Buy | CEMEX SAB DE CVinternational equities | $11,103 | +146.6% | 7 | +16.7% | 0.03% | -78.4% |
| FLBL | New | FRANKLIN TEMPLETON ETF TR | $10,986 | – | 24 | +100.0% | 0.03% | – |
| ALV | Sell | AUTOLIV INCdomestic equities | $11,003 | +170.4% | 85 | -8.6% | 0.03% | -76.0% |
| HYGV | New | FLEXSHARES TR | $10,997 | – | 40 | +100.0% | 0.03% | – |
| New | JNL/Mellon Information Technology Sector | $10,990 | – | 43 | +100.0% | 0.03% | – | |
| LHX | L3HARRIS TECHNOLOGIES INCdomestic equities | $10,964 | +130.1% | 196 | 0.0% | 0.03% | -79.6% | |
| LGOV | Sell | FIRST TR EXCHANGE-TRADED FD | $10,646 | -18.7% | 22 | -4.3% | 0.03% | -92.8% |
| CBT | Sell | CABOT CORPdomestic equities | $10,609 | +2729.1% | 67 | -13.0% | 0.03% | +141.7% |
| HYLS | New | FIRST TR EXCHANGE-TRADED FDhigh yield | $10,836 | – | 40 | +100.0% | 0.03% | – |
| FLT | Buy | FLEETCOR TECHNOLOGIES INCdomestic equities | $10,664 | +3191.4% | 251 | +19.0% | 0.03% | +190.0% |
| New | AB VPS Global Risk Allocation-Moderate Portfolio | $10,511 | – | 12 | +100.0% | 0.03% | – | |
| DURA | New | VANECK ETF TRUST | $10,741 | – | 32 | +100.0% | 0.03% | – |
| HST | Buy | HOST HOTELS & RESORTS INCdomestic equities | $10,535 | +3121.7% | 17 | +6.2% | 0.03% | +190.0% |
| MNA | New | INDEXIQ ETF TRhedge funds | $10,701 | – | 31 | +100.0% | 0.03% | – |
| KOF | Buy | COCA-COLA FEMSA SAB DE CVinternational equities | $10,526 | +156.5% | 83 | +3.8% | 0.03% | -77.0% |
| VICI | Sell | VICI PPTYS INCdomestic equities | $10,754 | +2760.1% | 31 | -6.1% | 0.03% | +141.7% |
| BCI | New | ABRDN ETFS | $10,535 | – | 20 | +100.0% | 0.03% | – |
| DGRO | New | ISHARES TRhigh dividend yield | $10,817 | – | 52 | +100.0% | 0.03% | – |
| SYMMETRY PNRMC GLOB FXD CL I S MF | $10,577 | +71.8% | 9 | 0.0% | 0.03% | -84.7% | ||
| FVD | New | FIRST TR VALUE LINE DIVID INdomestic equities | $10,354 | – | 40 | +100.0% | 0.03% | – |
| OKTA | Sell | OKTA INCdomestic equities | $10,322 | +2553.5% | 69 | -19.8% | 0.03% | +133.3% |
| New | CRANE COMPANYdomestic equities | $10,161 | – | 89 | +100.0% | 0.03% | – | |
| FSK | New | FS KKR CAP CORPdomestic equities | $10,134 | – | 19 | +100.0% | 0.03% | – |
| SAUHY | Buy | STRAUMANN HOLDING ADRinternational equities | $10,343 | +62.4% | 16 | +6.7% | 0.03% | -85.7% |
| LEN | Buy | LENNAR CORPdomestic equities | $10,304 | +3100.0% | 125 | +19.0% | 0.03% | +180.0% |
| PHO | Buy | INVESCO EXCHANGE TRADED FD Tdomestic equities | $10,260 | +19630.8% | 56 | +5.7% | 0.03% | +1300.0% |
| IFV | New | FIRST TR EXCHANGE-TRADED FDinternational equities | $10,274 | – | 18 | +100.0% | 0.03% | – |
| LVMUY | Buy | LVMH MOET HENNESSY LOUIS VUITTON ADRinternational equities | $10,283 | -3.7% | 189 | +2.7% | 0.03% | -91.5% |
| SBGSY | Buy | SCHNEIDER ELECTRIC SE UNSPONSORE ADRinternational equities | $10,285 | +65.4% | 36 | +9.1% | 0.03% | -85.4% |
| IBB | New | ISHARES TRdomestic equities | $10,126 | – | 127 | +100.0% | 0.03% | – |
| OZK | Buy | BANK OZK LITTLE ROCK ARKdomestic equities | $10,108 | +4059.7% | 40 | +17.6% | 0.03% | +300.0% |
| PHM | Buy | PULTE GROUP INCdomestic equities | $10,059 | +1974.0% | 78 | +34.5% | 0.03% | +80.0% |
| GLPI | Sell | GAMING & LEISURE PPTYS INCdomestic equities | $9,918 | +2617.3% | 48 | -7.7% | 0.03% | +145.5% |
| MCD | Buy | MCDONALDS CORPdomestic equities | $9,796 | +2194.1% | 389 | +12.8% | 0.03% | +107.7% |
| NEE | Sell | NEXTERA ENERGY INCdomestic equities | $9,840 | +2259.7% | 74 | -3.9% | 0.03% | +107.7% |
| ALC | Buy | ALCON AGinternational equities | $9,828 | +100.3% | 82 | +15.5% | 0.03% | -82.1% |
| FB | Buy | META PLATFORMS INCdomestic equities | $9,855 | +598.9% | 4,551 | +0.2% | 0.03% | -37.2% |
| KDDIY | KDDI ADR REP 0.5 ORDinternational equities | $9,790 | +71.9% | 15 | 0.0% | 0.03% | -84.6% | |
| New | JNL/Mellon Utilities Sector | $9,622 | – | 18 | +100.0% | 0.03% | – | |
| TSM | Buy | TAIWAN SEMICONDUCTOR MFG LTDinternational equities | $9,727 | +1643.2% | 101 | +8.6% | 0.03% | +52.9% |
| BND | Buy | VANGUARD BD INDEX FDStotal bnd mrkt etf | $9,540 | +163.8% | 31,317 | +1.5% | 0.03% | -76.6% |
| PANW | Buy | PALO ALTO NETWORKS INCdomestic equities | $9,644 | +80266.7% | 256 | +28.0% | 0.03% | – |
| TNL | Buy | TRAVEL PLUS LEISURE COdomestic equities | $9,580 | +3158.5% | 40 | +2.6% | 0.03% | +188.9% |
| HYLB | Buy | DBX ETF TRxtrack usd high etf | $9,691 | +2.7% | 280,896 | +3.4% | 0.03% | -91.1% |
| ABB | Buy | ABB LTDinternational equities | $9,502 | +82.9% | 39 | +14.7% | 0.03% | -83.8% |
| RYU | Sell | INVESCO EXCHANGE TRADED FD Tunknown | $9,515 | +655.2% | 111 | -1.8% | 0.03% | -33.3% |
| AFL | Buy | AFLAC INCdomestic equities | $9,418 | +313833.3% | 70 | +7.7% | 0.03% | – |
| New | Invesco V.I. Balanced-Risk Allocation Fund | $9,616 | – | 28 | +100.0% | 0.03% | – | |
| FIS | Buy | FIDELITY NATL INFORMATION SVdomestic equities | $9,680 | +146.3% | 55 | +1.9% | 0.03% | -78.5% |
| EXAS | New | EXACT SCIENCES CORPdomestic equities | $9,254 | – | 94 | +100.0% | 0.02% | – |
| LLY | Buy | LILLY ELI & COdomestic equities | $9,014 | +20386.4% | 469 | +36.7% | 0.02% | +2400.0% |
| HPQ | Buy | HP INCdomestic equities | $9,068 | +1717.2% | 263 | +0.8% | 0.02% | +66.7% |
| SPAB | New | SPDR SER TRportfolio agrgte etf | $9,098 | – | 131 | +100.0% | 0.02% | – |
| New | Lazard Retirement Emerging Markets Equityinternational equities | $9,256 | – | 410 | +100.0% | 0.02% | – | |
| TPR | TAPESTRY INCdomestic equities | $9,003 | +3284.6% | 43 | 0.0% | 0.02% | +212.5% | |
| New | JNL/T. Rowe Price Established Growth | $9,248 | – | 104 | +100.0% | 0.02% | – | |
| FMC | Sell | FMC CORPdomestic equities | $9,132 | +106.0% | 104 | -14.8% | 0.02% | -81.8% |
| New | JNL/PPM America Floating Rate Income | $9,275 | – | 12 | +100.0% | 0.02% | – | |
| AEP | Sell | AMERICAN ELEC PWR CO INCdomestic equities | $9,162 | +70376.9% | 84 | -7.7% | 0.02% | – |
| FMF | New | FIRST TR EXCHANGE-TRADED FDdomestic equities | $9,074 | – | 48 | +100.0% | 0.02% | – |
| AWR | Sell | AMER STATES WTR COdomestic equities | $8,747 | +41552.4% | 87 | -2.2% | 0.02% | +2300.0% |
| SJW | Sell | SJW GROUPdomestic equities | $8,741 | +41523.8% | 70 | -7.9% | 0.02% | +2300.0% |
| ZION | Sell | ZIONS BANCORPORATION N Adomestic equities | $8,773 | +4773.9% | 27 | -10.0% | 0.02% | +300.0% |
| SYMMETRY PANORAMIC GLOB EQY CL I MFdomestic equities | $8,999 | +53.6% | 12 | 0.0% | 0.02% | -86.7% | ||
| NTDOY | Buy | NINTENDO ADRinternational equities | $8,974 | +74.8% | 11 | +10.0% | 0.02% | -84.8% |
| IUSB | Buy | ISHARES TRcore total usd etf | $8,747 | +2.8% | 192,379 | +4.5% | 0.02% | -90.8% |
| ESGU | Buy | ISHARES TResg aware msci usa etf | $8,742 | +15.0% | 89,698 | +6.7% | 0.02% | -89.7% |
| TSLA | Buy | TESLA INCdomestic equities | $8,781 | +202.6% | 13,959 | +2.0% | 0.02% | -73.0% |
| V | Buy | VISA INCdomestic equities | $8,641 | +2510.6% | 689 | +1.8% | 0.02% | +140.0% |
| GSK PLCinternational equities | $8,930 | +82.4% | 36 | 0.0% | 0.02% | -84.1% | ||
| UTHR | Sell | UNITED THERAPEUTICS CORP DELdomestic equities | $8,659 | +292.3% | 221 | -1.3% | 0.02% | -64.7% |
| C | Sell | CITIGROUP INCdomestic equities | $8,898 | +948.1% | 46 | -2.1% | 0.02% | -7.7% |
| XME | Sell | SPDR SER TRunclassified | $8,813 | +14837.3% | 51 | -3.8% | 0.02% | +1100.0% |
| HD | Buy | HOME DEPOT INCdomestic equities | $8,818 | +1340.8% | 341 | +15.6% | 0.02% | +26.3% |
| LULU | Buy | LULULEMON ATHLETICA INCdomestic equities | $9,000 | +449900.0% | 379 | +4.1% | 0.02% | – |
| New | LITMAN GREGORY FDS TR | $8,982 | – | 28 | +100.0% | 0.02% | – | |
| DELL | Buy | DELL TECHNOLOGIES INCdomestic equities | $8,466 | +1239.6% | 54 | +35.0% | 0.02% | +21.1% |
| CWT | Sell | CALIFORNIA WTR SVC GROUPdomestic equities | $8,333 | +39581.0% | 52 | -10.3% | 0.02% | +2200.0% |
| SHYG | Buy | ISHARES TR0-5yr hi yl cp etf | $8,620 | +2.6% | 207,950 | +3.0% | 0.02% | -91.1% |
| RE | Sell | EVEREST RE GROUP LTDdomestic equities | $8,403 | +2559.2% | 342 | -4.5% | 0.02% | +130.0% |
| IYT | New | ISHARES TRdomestic equities | $8,417 | – | 250 | +100.0% | 0.02% | – |
| New | INVSC GLOBAL LISTED PRIVATE EQ ETFother alternatives | $8,392 | – | 11 | +100.0% | 0.02% | – | |
| HP | Sell | HELMERICH & PAYNE INCdomestic equities | $8,296 | +139.8% | 35 | -2.8% | 0.02% | -78.5% |
| AVT | Buy | AVNET INCdomestic equities | $8,397 | +3219.0% | 50 | +11.1% | 0.02% | +187.5% |
| XBI | Buy | SPDR SER TRdomestic equities | $7,976 | -66.6% | 83 | +9.2% | 0.02% | -97.0% |
| SHV | Sell | ISHARES TRshort treas bd etf | $8,233 | -42.5% | 176 | -0.6% | 0.02% | -95.0% |
| ARW | Buy | ARROW ELECTRS INCdomestic equities | $8,191 | +2603.3% | 143 | +14.4% | 0.02% | +144.4% |
| EXPGY | Buy | EXPERIAN ADRinternational equities | $8,113 | +82.1% | 38 | +15.2% | 0.02% | -83.9% |
| BNDX | VANGUARD CHARLOTTE FDS | $8,034 | +4439.0% | 49 | 0.0% | 0.02% | +340.0% | |
| CNXC | Sell | CONCENTRIX CORP | $8,081 | +2860.1% | 81 | -33.6% | 0.02% | +175.0% |
| PTIN | New | PACER FDS TRinternational equities | $8,134 | – | 27 | +100.0% | 0.02% | – |
| RTM | Sell | INVESCO EXCHANGE TRADED FD Tunknown | $8,189 | +680.6% | 162 | -0.6% | 0.02% | -31.2% |
| VTIP | Sell | VANGUARD MALVERN FDS | $7,848 | -77.6% | 47 | -2.1% | 0.02% | -98.1% |
| XLE | Sell | SELECT SECTOR SPDR TRdomestic equities | $7,567 | +53950.0% | 81 | -37.2% | 0.02% | – |
| QUAL | Buy | ISHARES TRmsci usa quality factor etf | $7,581 | +244.6% | 20,810 | +17.4% | 0.02% | -69.1% |
| EWRE | INVESCO EXCHANGE TRADED FD Treal estate | $7,593 | +871.0% | 31 | 0.0% | 0.02% | -12.5% | |
| IHF | Buy | ISHARES TRunknown | $7,570 | +84011.1% | 256 | +3.6% | 0.02% | – |
| ITA | Buy | ISHARES TRunknown | $7,607 | +42161.1% | 117 | +1.7% | 0.02% | +2000.0% |
| RBGLY | RECKITT BENCKISER ADRinternational equities | $7,682 | +47.2% | 15 | 0.0% | 0.02% | -87.0% | |
| SPBO | Buy | SPDR SER TRportfolio crport etf | $7,807 | +75.0% | 156,291 | +2.5% | 0.02% | -84.7% |
| New | AMERICAN FDS 2050 TRG RTR FD CL A MFunknown | $7,834 | – | 18 | +100.0% | 0.02% | – | |
| COST | Buy | COSTCO WHSL CORP NEWdomestic equities | $7,867 | +1584.6% | 650 | +6.7% | 0.02% | +50.0% |
| SU | Sell | SUNCOR ENERGY INC NEWinternational equities | $7,485 | +41.5% | 29 | -6.5% | 0.02% | -87.7% |
| LPLA | New | LPL FINL HLDGS INCdomestic equities | $7,495 | – | 217 | +100.0% | 0.02% | – |
| ESLOY | Buy | ESSILORLUXOTTICA UNSPONSORED ADRinternational equities | $7,267 | +59.1% | 94 | +4.4% | 0.02% | -85.8% |
| ILF | Buy | ISHARES TRinternational equities | $7,358 | +6469.6% | 27 | +12.5% | 0.02% | +566.7% |
| NLOK | Sell | GEN DIGITAL INCdomestic equities | $7,442 | +2457.4% | 19 | -17.4% | 0.02% | +122.2% |
| COP | Buy | CONOCOPHILLIPSdomestic equities | $7,295 | +7.0% | 104 | +5.1% | 0.02% | -90.5% |
| New | Fidelity VIP Mid Cap Portfoliodomestic equities | $7,168 | – | 236 | +100.0% | 0.02% | – | |
| CAT | Buy | CATERPILLAR INCdomestic equities | $7,409 | +92512.5% | 283 | +664.9% | 0.02% | – |
| New | INNOVATOR ETFS TRdomestic equities | $7,367 | – | 27 | +100.0% | 0.02% | – | |
| SNX | Sell | TD SYNNEX CORPORATIONdomestic equities | $7,434 | +2684.3% | 94 | -3.1% | 0.02% | +150.0% |
| CAG | Sell | CONAGRA BRANDS INCdomestic equities | $6,875 | +2524.0% | 34 | -10.5% | 0.02% | +137.5% |
| AVGO | Buy | BROADCOM INCinternational equities | $6,970 | +1075.4% | 868 | +35.2% | 0.02% | +5.6% |
| GILD | Buy | GILEAD SCIENCES INCdomestic equities | $7,118 | +67.1% | 286 | +4.8% | 0.02% | -85.5% |
| QCOM | Sell | QUALCOMM INCdomestic equities | $7,002 | +665.2% | 119 | -7.0% | 0.02% | -32.1% |
| BALT | New | INNOVATOR ETFS TRdomestic equities | $7,067 | – | 28 | +100.0% | 0.02% | – |
| AER | Buy | AERCAP HOLDINGS NVdomestic equities | $7,073 | +1262.8% | 64 | +14.3% | 0.02% | +18.8% |
| INDS | New | PACER FDS TRreal estate | $6,945 | – | 39 | +100.0% | 0.02% | – |
| SCHE | New | SCHWAB STRATEGIC TRinternational equities | $6,606 | – | 25 | +100.0% | 0.02% | – |
| AZN | Buy | ASTRAZENECA PLCinternational equities | $6,725 | +317.4% | 72 | +4.3% | 0.02% | -64.0% |
| CPRT | New | COPART INCdomestic equities | $6,645 | – | 91 | +100.0% | 0.02% | – |
| SPOT | Buy | SPOTIFY TECHNOLOGY S Adomestic equities | $6,760 | +2288.7% | 161 | +20.1% | 0.02% | +100.0% |
| New | JNL/T. Rowe Price Mid-Cap Growth | $6,612 | – | 157 | +100.0% | 0.02% | – | |
| KO | Buy | COCA COLA COdomestic equities | $6,745 | +544.8% | 15,742 | +2.2% | 0.02% | -43.8% |
| ABBV | Sell | ABBVIE INCdomestic equities | $6,708 | +766.7% | 358 | -1.4% | 0.02% | -25.0% |
| SPIB | Buy | SPDR SER TRportfolio intrmd etf | $6,768 | +1.3% | 210,761 | +2.3% | 0.02% | -91.3% |
| VZ | Buy | VERIZON COMMUNICATIONS INCdomestic equities | $6,581 | +2511.5% | 770 | +7.1% | 0.02% | +125.0% |
| PTMC | New | PACER FDS TRdomestic equities | $6,639 | – | 33 | +100.0% | 0.02% | – |
| BAC | Buy | BANK AMERICA CORPdomestic equities | $6,531 | +128.4% | 66 | +127.6% | 0.02% | -79.5% |
| NFLX | Buy | NETFLIX INCdomestic equities | $6,679 | +503.9% | 3,002 | +0.8% | 0.02% | -47.1% |
| MBB | Buy | ISHARES TRmbs etf | $6,754 | +144.3% | 33,009 | +13.3% | 0.02% | -78.8% |
| New | SA Fixed Income Intermediate Index | $6,239 | – | 10 | +100.0% | 0.02% | – | |
| GDX | Sell | VANECK ETF TRUST | $6,250 | +185.4% | 30 | -6.2% | 0.02% | -74.6% |
| MTD | Sell | METTLER TOLEDO INTERNATIONALdomestic equities | $6,221 | +174.1% | 1,312 | -14.2% | 0.02% | -75.7% |
| ON | Buy | ON SEMICONDUCTOR CORPdomestic equities | $6,272 | +819.6% | 95 | +15.9% | 0.02% | -19.0% |
| CMG | Buy | CHIPOTLE MEXICAN GRILL INCdomestic equities | $6,298 | +518.7% | 2,710 | +18.0% | 0.02% | -45.2% |
| SMCI | New | SUPER MICRO COMPUTER INCdomestic equities | $6,271 | – | 249 | +100.0% | 0.02% | – |
| AMT | Sell | AMERICAN TOWER CORP NEWdomestic equities | $6,356 | +2032.9% | 194 | -4.9% | 0.02% | +88.9% |
| PAYC | Buy | PAYCOM SOFTWARE INCdomestic equities | $6,092 | +609100.0% | 321 | +5.6% | 0.02% | – |
| SPSM | Buy | SPDR SER TRportfolio s&p 600 sm cap etf | $5,793 | +14.0% | 149,161 | +10.8% | 0.02% | -89.8% |
| AMGN | Sell | AMGEN INCdomestic equities | $6,052 | +44.1% | 225 | -7.0% | 0.02% | -87.6% |
| WMT | Buy | WALMART INCdomestic equities | $5,990 | +397.1% | 6,776 | +0.3% | 0.02% | -56.8% |
| HMY | HARMONY GOLD MINING CO LTDinternational equities | $5,706 | +1045.8% | 4 | 0.0% | 0.02% | +6.7% | |
| EPS | Buy | WISDOMTREE TRus largecap fund etf | $5,968 | +16.9% | 127,774 | +9.2% | 0.02% | -89.8% |
| SCHP | Sell | SCHWAB STRATEGIC TR | $5,899 | +2581.4% | 52 | -3.7% | 0.02% | +128.6% |
| BLK | Buy | BLACKROCK INCdomestic equities | $5,913 | +11.3% | 701 | +4.8% | 0.02% | -90.2% |
| ICE | Buy | INTERCONTINENTAL EXCHANGE INdomestic equities | $5,703 | +38.6% | 113 | +8.7% | 0.02% | -87.4% |
| SPMD | Buy | SPDR SER TRportfolio s&p 400 mid cap etf | $5,520 | +15.0% | 120,291 | +10.0% | 0.02% | -89.9% |
| RSG | Buy | REPUBLIC SVCS INCdomestic equities | $5,634 | +1277.5% | 153 | +13.3% | 0.02% | +15.4% |
| ACWX | New | ISHARES TRmsci acwi ex us etf | $5,486 | – | 382 | +100.0% | 0.02% | – |
| SHW | Buy | SHERWIN WILLIAMS COdomestic equities | $5,631 | +80.4% | 13,028 | +0.3% | 0.02% | -84.4% |
| RFEM | New | FIRST TR EXCH TRADED FD IIIinternational equities | $5,659 | – | 55 | +100.0% | 0.02% | – |
| OXY | Sell | OCCIDENTAL PETE CORPdomestic equities | $5,651 | -49.1% | 59 | -4.8% | 0.02% | -95.6% |
| SYMMETRY PANRMC INTER EQY CL I S MFinternational equities | $5,612 | +74.2% | 11 | 0.0% | 0.02% | -84.8% | ||
| COG | COTERRA ENERGY INCdomestic equities | $5,504 | +118.8% | 25 | 0.0% | 0.02% | -80.5% | |
| DAC | Buy | DANAOS CORPORATIONinternational equities | $5,149 | +1303.0% | 67 | +21.8% | 0.01% | +27.3% |
| SPMB | New | SPDR SER TRmbs | $5,270 | – | 22 | +100.0% | 0.01% | – |
| SH | Buy | PROSHARES TRshort s&p 500 ne etf | $5,312 | +10524.0% | 1,014 | +6660.0% | 0.01% | +600.0% |
| UL | UNILEVER PLCinternational equities | $5,033 | +251550.0% | 52 | 0.0% | 0.01% | – | |
| TOL | New | TOLL BROTHERS INCdomestic equities | $4,978 | – | 79 | +100.0% | 0.01% | – |
| New | EATON VANCE FLT RATE CL CL INS MFhigh yield | $4,962 | – | 8 | +100.0% | 0.01% | – | |
| UBS | Sell | UBS GROUP AGinternational equities | $5,081 | +38984.6% | 20 | -4.8% | 0.01% | – |
| UNP | Buy | UNION PAC CORPdomestic equities | $5,237 | +1342.7% | 339 | +1.2% | 0.01% | +27.3% |
| HSY | New | HERSHEY COdomestic equities | $5,069 | – | 250 | +100.0% | 0.01% | – |
| VWOB | Buy | VANGUARD WHITEHALL FDSemerging mkt govt bond inde | $5,234 | +2.1% | 84,057 | +1.9% | 0.01% | -91.1% |
| PICB | INVESCO EXCH TRADED FD TR II | $4,974 | -48.5% | 22 | 0.0% | 0.01% | -95.3% | |
| MLI | Buy | MUELLER INDS INCdomestic equities | $5,011 | +29376.5% | 87 | +19.2% | 0.01% | +1300.0% |
| PGHY | INVESCO EXCH TRADED FD TR IIhigh yield | $5,059 | -76.3% | 19 | 0.0% | 0.01% | -97.9% | |
| BSCR | New | INVESCO EXCH TRD SLF IDX FD | $5,121 | – | 19 | +100.0% | 0.01% | – |
| BSCQ | New | INVESCO EXCH TRD SLF IDX FD | $5,103 | – | 19 | +100.0% | 0.01% | – |
| ADBE | New | ADOBE SYSTEMS INCORPORATEDdomestic equities | $4,992 | – | 489 | +100.0% | 0.01% | – |
| BSCP | New | INVESCO EXCH TRD SLF IDX FD | $5,120 | – | 20 | +100.0% | 0.01% | – |
| BSCO | New | INVESCO EXCH TRD SLF IDX FD | $5,137 | – | 21 | +100.0% | 0.01% | – |
| CDNS | Buy | CADENCE DESIGN SYSTEM INCdomestic equities | $5,323 | +266050.0% | 235 | +11.9% | 0.01% | – |
| BSCN | New | INVESCO EXCH TRD SLF IDX FD | $5,156 | – | 21 | +100.0% | 0.01% | – |
| GIB | Buy | CGI INCinternational equities | $5,190 | +393.3% | 105 | +9.4% | 0.01% | -56.2% |
| INTU | Buy | INTUITdomestic equities | $5,089 | +235.7% | 2,621 | +1.0% | 0.01% | -70.2% |
| MPC | Sell | MARATHON PETE CORPdomestic equities | $4,724 | -26.6% | 117 | -13.3% | 0.01% | -93.4% |
| ADP | Sell | AUTOMATIC DATA PROCESSING INdomestic equities | $4,796 | +1087.1% | 220 | -1.3% | 0.01% | +8.3% |
| BCC | Buy | BOISE CASCADE CO DELdomestic equities | $4,877 | +487600.0% | 90 | +42.9% | 0.01% | – |
| IFNNY | INFINEON TECHNOL ADR REP 1 ORDinternational equities | $4,936 | +457.7% | 41 | 0.0% | 0.01% | -51.9% | |
| CUT | Sell | INVESCO EXCH TRADED FD TR IIinternational equities | $4,609 | +19939.1% | 29 | -3.3% | 0.01% | +1200.0% |
| AIA | New | ISHARES TRinternational equities | $4,890 | – | 60 | +100.0% | 0.01% | – |
| ICVT | Buy | ISHARES TR | $4,784 | +72.7% | 38,917 | +2.6% | 0.01% | -84.7% |
| SAP | Buy | SAP SEinternational equities | $4,888 | +16193.3% | 137 | +7.9% | 0.01% | +1200.0% |
| XLV | Buy | SELECT SECTOR SPDR TRdomestic equities | $4,597 | +38208.3% | 133 | +49.4% | 0.01% | – |
| XLC | Sell | SELECT SECTOR SPDR TRdomestic equities | $4,648 | +724.1% | 65 | -62.6% | 0.01% | -23.5% |
| CB | Sell | CHUBB LIMITEDinternational equities | $4,795 | -42.7% | 193 | -0.5% | 0.01% | -95.0% |
| LOGI | Buy | LOGITECH INTL S Ainternational equities | $4,791 | +480.7% | 59 | +1.7% | 0.01% | -48.0% |
| ORCC | New | OWL ROCK CAPITAL CORPORATIONdomestic equities | $4,236 | – | 13 | +100.0% | 0.01% | – |
| SPMV | New | INVESCO EXCH TRADED FD TR IIdomestic equities | $4,476 | – | 38 | +100.0% | 0.01% | – |
| RJF | New | RAYMOND JAMES FINL INCdomestic equities | $4,441 | – | 104 | +100.0% | 0.01% | – |
| STLD | Sell | STEEL DYNAMICS INCdomestic equities | $4,237 | +30164.3% | 109 | -3.5% | 0.01% | – |
| IEMG | Buy | ISHARES INCcore msci emkt etf | $4,528 | +8.8% | 91,862 | +7.4% | 0.01% | -90.6% |
| VRTX | Buy | VERTEX PHARMACEUTICALS INCdomestic equities | $4,573 | -0.8% | 352 | +11.7% | 0.01% | -91.5% |
| TSCO | Sell | TRACTOR SUPPLY COdomestic equities | $4,340 | +789.3% | 221 | -6.0% | 0.01% | -20.0% |
| ORCL | Buy | ORACLE CORPdomestic equities | $4,534 | +744.3% | 119 | +28.0% | 0.01% | -29.4% |
| VOX | New | VANGUARD WORLD FDSdomestic equities | $4,480 | – | 106 | +100.0% | 0.01% | – |
| MPW | Buy | MEDICAL PPTYS TRUST INCdomestic equities | $4,246 | +439.5% | 9 | +12.5% | 0.01% | -50.0% |
| Buy | SWAN DEFINED RISK GROWTH CL I MFdomestic equities | $4,560 | +2405.5% | 15 | +7.1% | 0.01% | +100.0% | |
| New | JNL/JPMorgan U.S. Value | $4,241 | – | 18 | +100.0% | 0.01% | – | |
| WSO | Buy | WATSCO INCdomestic equities | $4,056 | +926.8% | 381 | +19.8% | 0.01% | -8.3% |
| VCIT | New | VANGUARD SCOTTSDALE FDS | $3,906 | – | 79 | +100.0% | 0.01% | – |
| NDAQ | Sell | NASDAQ INCdomestic equities | $4,034 | +436.4% | 50 | -9.1% | 0.01% | -52.2% |
| BERY | New | BERRY GLOBAL GROUP INCdomestic equities | $4,042 | – | 64 | +100.0% | 0.01% | – |
| ATO | Buy | ATMOS ENERGY CORPdomestic equities | $3,867 | +761.2% | 116 | +3.6% | 0.01% | -21.4% |
| AJG | Buy | GALLAGHER ARTHUR J & COdomestic equities | $4,127 | +807.0% | 220 | +15.2% | 0.01% | -21.4% |
| ITW | Buy | ILLINOIS TOOL WKS INCdomestic equities | $4,173 | +967.3% | 250 | +2.9% | 0.01% | -8.3% |
| INFY | New | INFOSYS LTDinternational equities | $3,998 | – | 16 | +100.0% | 0.01% | – |
| SPYD | Buy | SPDR SER TRprtflo s&p500 hi etf | $4,125 | +9.2% | 111,248 | +12.0% | 0.01% | -90.5% |
| ANET | Sell | ARISTA NETWORKS INCdomestic equities | $4,009 | +200350.0% | 162 | -3.6% | 0.01% | – |
| ABT | Buy | ABBOTT LABSdomestic equities | $3,902 | +1134.8% | 266 | +3.1% | 0.01% | +10.0% |
| SBUX | Buy | STARBUCKS CORPdomestic equities | $4,083 | +242.5% | 10,030 | +0.6% | 0.01% | -70.3% |
| SIEGY | Sell | SIEMENS AG ADR SPONSOREDinternational equities | $3,907 | +274.2% | 12,712 | -2.3% | 0.01% | -65.6% |
| STM | Sell | STMICROELECTRONICS N Vinternational equities | $3,660 | -37.4% | 50 | -5.7% | 0.01% | -94.4% |
| MELI | Sell | MERCADOLIBRE INCdomestic equities | $3,597 | -46.4% | 1,185 | -10.1% | 0.01% | -95.2% |
| MET | Sell | METLIFE INCdomestic equities | $3,559 | +50742.9% | 57 | -1.7% | 0.01% | – |
| SPGI | Buy | S&P GLOBAL INCdomestic equities | $3,626 | +127.6% | 401 | +16.2% | 0.01% | -79.6% |
| BDX | Buy | BECTON DICKINSON & COdomestic equities | $3,497 | +1077.4% | 264 | +6.5% | 0.01% | +11.1% |
| AMAT | Buy | APPLIED MATLS INCdomestic equities | $3,613 | +381.1% | 145 | +17.9% | 0.01% | -56.5% |
| DG | Sell | DOLLAR GEN CORP NEWdomestic equities | $3,798 | +1044.0% | 170 | -19.0% | 0.01% | 0.0% |
| DEO | Buy | DIAGEO PLCinternational equities | $3,749 | +332.4% | 5,097 | +2.1% | 0.01% | -63.0% |
| PCY | INVESCO EXCH TRADED FD TR II | $3,638 | -80.9% | 19 | 0.0% | 0.01% | -98.3% | |
| DB | New | DEUTSCHE BANK A Ginternational equities | $3,743 | – | 11 | +100.0% | 0.01% | – |
| LYG | LLOYDS BANKING GROUP PLCinternational equities | $3,505 | -25.0% | 2 | 0.0% | 0.01% | -93.1% | |
| ZTS | New | ZOETIS INCdomestic equities | $3,826 | – | 172 | +100.0% | 0.01% | – |
| MMC | Buy | MARSH & MCLENNAN COS INCdomestic equities | $3,641 | +237.8% | 188 | +12.6% | 0.01% | -69.7% |
| LMBS | FIRST TR EXCHANGE-TRADED FDmbs | $3,704 | +47.5% | 48 | 0.0% | 0.01% | -87.0% | |
| JKHY | Buy | HENRY JACK & ASSOC INCdomestic equities | $3,685 | +987.0% | 167 | +10.6% | 0.01% | 0.0% |
| New | Goldman Sachs Strategic Growth Fund | $3,799 | – | 43 | +100.0% | 0.01% | – | |
| COWZ | New | PACER FDS TRus cash cows 100 etf | $3,776 | – | 748 | +100.0% | 0.01% | – |
| IDXX | Buy | IDEXX LABS INCdomestic equities | $3,663 | +30.1% | 502 | +0.4% | 0.01% | -88.5% |
| ISRG | New | INTUITIVE SURGICAL INCdomestic equities | $3,664 | – | 342 | +100.0% | 0.01% | – |
| RWO | New | SPDR INDEX SHS FDSreal estate | $3,641 | – | 41 | +100.0% | 0.01% | – |
| ACLS | New | AXCELIS TECHNOLOGIES INCdomestic equities | $3,712 | – | 183 | +100.0% | 0.01% | – |
| IYR | Buy | ISHARES TRreal estate | $3,804 | -83.5% | 87 | +2.4% | 0.01% | -98.6% |
| WEC | Sell | WEC ENERGY GROUP INCdomestic equities | $3,806 | +972.1% | 88 | -7.4% | 0.01% | -9.1% |
| NJDCY | Buy | NIDEC ADRinternational equities | $3,731 | +854.2% | 14 | +7.7% | 0.01% | -16.7% |
| MDLZ | Buy | MONDELEZ INTL INCdomestic equities | $3,448 | +638.3% | 73 | +4.3% | 0.01% | -35.7% |
| SLB | SCHLUMBERGER LTDdomestic equities | $3,184 | -46.9% | 49 | 0.0% | 0.01% | -95.1% | |
| HWM | New | HOWMET AEROSPACE INCdomestic equities | $3,170 | – | 50 | +100.0% | 0.01% | – |
| New | Royce Small-Cap Portfoliodomestic equities | $3,293 | – | 144 | +100.0% | 0.01% | – | |
| CASY | Buy | CASEYS GEN STORES INCdomestic equities | $3,137 | +859.3% | 244 | +13.0% | 0.01% | -10.0% |
| ESLT | Buy | ELBIT SYS LTDinternational equities | $3,190 | +19837.5% | 209 | +22.9% | 0.01% | – |
| AMKR | New | AMKOR TECHNOLOGY INCdomestic equities | $3,293 | – | 30 | +100.0% | 0.01% | – |
| USHY | New | ISHARES TRhigh yield | $3,288 | – | 115 | +100.0% | 0.01% | – |
| ALGM | New | ALLEGRO MICROSYSTEMS INCdomestic equities | $3,455 | – | 45 | +100.0% | 0.01% | – |
| ADM | Sell | ARCHER DANIELS MIDLAND COdomestic equities | $3,341 | +334000.0% | 76 | -5.0% | 0.01% | – |
| New | JNL/American Funds Washington Mutual Investors | $3,172 | – | 28 | +100.0% | 0.01% | – | |
| IBKR | New | INTERACTIVE BROKERS GROUP INdomestic equities | $3,138 | – | 83 | +100.0% | 0.01% | – |
| VSS | New | VANGUARD INTL EQUITY INDEX Finternational equities | $3,136 | – | 110 | +100.0% | 0.01% | – |
| DHR | Sell | DANAHER CORPORATIONdomestic equities | $3,370 | +532.3% | 240 | -4.8% | 0.01% | -43.8% |
| IYW | Buy | ISHARES TRu.s. tech etf | $3,113 | +26.3% | 28,591 | +7.2% | 0.01% | -89.5% |
| EWZ | Buy | ISHARES INCinternational equities | $3,003 | +1942.9% | 32 | +18.5% | 0.01% | +60.0% |
| CVS | Sell | CVS HEALTH CORPdomestic equities | $3,086 | +47.9% | 69 | -6.8% | 0.01% | -87.5% |
| ULTA | Sell | ULTA BEAUTY INCdomestic equities | $2,817 | +281600.0% | 471 | -13.7% | 0.01% | – |
| MANH | Buy | MANHATTAN ASSOCIATES INCdomestic equities | $2,944 | +147100.0% | 200 | +29.0% | 0.01% | – |
| AMD | New | ADVANCED MICRO DEVICES INCdomestic equities | $2,908 | – | 114 | +100.0% | 0.01% | – |
| ADDYY | Buy | ADIDAS AG ADR SPONSOREDinternational equities | $2,836 | +256.7% | 9,318 | +4.3% | 0.01% | -66.7% |
| PGR | Buy | PROGRESSIVE CORPdomestic equities | $2,946 | -18.7% | 189 | +32.2% | 0.01% | -92.9% |
| FTNT | Buy | FORTINET INCdomestic equities | $2,866 | +286500.0% | 76 | +15.2% | 0.01% | – |
| GOLD | New | BARRICK GOLD CORP | $2,933 | – | 17 | +100.0% | 0.01% | – |
| INDA | Buy | ISHARES TRinternational equities | $3,024 | +27390.9% | 44 | +12.8% | 0.01% | – |
| KMI | Sell | KINDER MORGAN INC DELdomestic equities | $2,849 | +14.0% | 17 | -5.6% | 0.01% | -89.6% |
| SNPS | Buy | SYNOPSYS INCdomestic equities | $2,883 | +144050.0% | 435 | +12.7% | 0.01% | – |
| COO | New | COOPER COS INCdomestic equities | $2,843 | – | 383 | +100.0% | 0.01% | – |
| RGEN | New | REPLIGEN CORPdomestic equities | $3,101 | – | 141 | +100.0% | 0.01% | – |
| EQIX | Buy | EQUINIX INCdomestic equities | $2,832 | +766.1% | 784 | +8.7% | 0.01% | -20.0% |
| New | PIMCO Total Return Portfolio | $2,788 | – | 57 | +100.0% | 0.01% | – | |
| KMB | Buy | KIMBERLY-CLARK CORPdomestic equities | $2,953 | +753.5% | 138 | +3.0% | 0.01% | -27.3% |
| NOK | Sell | NOKIA CORPinternational equities | $3,075 | -26.9% | 4 | -96.3% | 0.01% | -93.8% |
| PSO | PEARSON PLCinternational equities | $2,765 | +577.7% | 10 | 0.0% | 0.01% | -38.5% | |
| BABA | Sell | ALIBABA GROUP HLDG LTDinternational equities | $2,846 | +17687.5% | 83 | -18.6% | 0.01% | – |
| NDSN | New | NORDSON CORPdomestic equities | $3,098 | – | 248 | +100.0% | 0.01% | – |
| HOLX | HOLOGIC INCdomestic equities | $2,876 | +143700.0% | 81 | 0.0% | 0.01% | – | |
| FISV | Buy | FISERV INCdomestic equities | $2,861 | +142950.0% | 126 | +11.5% | 0.01% | – |
| SLRC | New | SLR INVESTMENT CORPdomestic equities | $2,987 | – | 14 | +100.0% | 0.01% | – |
| LMT | Sell | LOCKHEED MARTIN CORPdomestic equities | $2,588 | +429.2% | 1,476 | -0.9% | 0.01% | -53.3% |
| New | APOLLO GLOBAL MGMT INCdomestic equities | $2,589 | – | 77 | +100.0% | 0.01% | – | |
| GOOG | Buy | ALPHABET INCdomestic equities | $2,617 | +214.5% | 8,572 | +4.2% | 0.01% | -73.1% |
| EFV | Buy | ISHARES TReafe value etf | $2,570 | +7.5% | 52,523 | +6.2% | 0.01% | -90.5% |
| EFG | Buy | ISHARES TReafe grwth etf | $2,457 | +9.5% | 25,753 | +6.2% | 0.01% | -89.9% |
| FLOT | New | ISHARES TR | $2,490 | – | 51 | +100.0% | 0.01% | – |
| New | Morningstar Aggressive Growth ETF Asset Allocation | $2,754 | – | 60 | +100.0% | 0.01% | – | |
| F | New | FORD MTR CO DELdomestic equities | $2,667 | – | 15 | +100.0% | 0.01% | – |
| SANM | New | SANMINA CORPORATIONdomestic equities | $2,690 | – | 60 | +100.0% | 0.01% | – |
| CRK | New | COMSTOCK RES INCdomestic equities | $2,676 | – | 12 | +100.0% | 0.01% | – |
| BR | Buy | BROADRIDGE FINL SOLUTIONS INdomestic equities | $2,518 | +796.1% | 166 | +12.9% | 0.01% | -22.2% |
| IEUR | Buy | ISHARES TRcore msci euro etf | $2,458 | +7.8% | 46,700 | +6.8% | 0.01% | -90.0% |
| FSR | New | FISKER INCdomestic equities | $2,724 | – | 6 | +100.0% | 0.01% | – |
| FBP | New | FIRST BANCORP P Rdomestic equities | $2,742 | – | 12 | +100.0% | 0.01% | – |
| NOVT | New | NOVANTA INCdomestic equities | $2,698 | – | 184 | +100.0% | 0.01% | – |
| HES | Buy | HESS CORPdomestic equities | $2,572 | -55.6% | 136 | +3.0% | 0.01% | -96.1% |
| FAST | Buy | FASTENAL COdomestic equities | $2,721 | +707.4% | 150 | +177.8% | 0.01% | -30.0% |
| NKE | Buy | NIKE INCdomestic equities | $2,590 | +145.0% | 7,566 | +2.0% | 0.01% | -78.8% |
| GLPG | Buy | GALAPAGOS NVinternational equities | $2,473 | +905.3% | 41 | +5.1% | 0.01% | -12.5% |
| MAA | Buy | MID-AMER APT CMNTYS INCdomestic equities | $2,567 | +128250.0% | 152 | +0.7% | 0.01% | – |
| STE | Buy | STERIS PLCdomestic equities | $2,389 | +339.2% | 225 | +17.8% | 0.01% | -58.8% |
| MAR | Buy | MARRIOTT INTL INC NEWdomestic equities | $2,657 | +161.8% | 6,388 | +2.6% | 0.01% | -77.4% |
| HUBB | Buy | HUBBELL INCdomestic equities | $2,754 | +275300.0% | 332 | +36.6% | 0.01% | – |
| ETN | Buy | EATON CORP PLCdomestic equities | $2,649 | +918.8% | 201 | +17.5% | 0.01% | -12.5% |
| HSBC | Buy | HSBC HLDGS PLCinternational equities | $2,569 | +36600.0% | 40 | +17.6% | 0.01% | – |
| ACGL | Buy | ARCH CAP GROUP LTDdomestic equities | $2,420 | +241900.0% | 75 | +10.3% | 0.01% | – |
| MTB | Buy | M & T BK CORPdomestic equities | $2,607 | -63.5% | 124 | +3.3% | 0.01% | -96.8% |
| TD | Buy | TORONTO DOMINION BK ONTinternational equities | $2,199 | +6771.9% | 62 | +3.3% | 0.01% | +500.0% |
| DIS | Buy | DISNEY WALT COdomestic equities | $2,237 | +189.4% | 8,139 | +6.8% | 0.01% | -75.0% |
| TTEK | Buy | TETRA TECH INC NEWdomestic equities | $2,129 | +212800.0% | 164 | +11.6% | 0.01% | – |
| FTLS | New | FIRST TR EXCH TRADED FD IIIother alternatives | $2,186 | – | 53 | +100.0% | 0.01% | – |
| KB | KB FINL GROUP INCinternational equities | $2,153 | -50.3% | 36 | 0.0% | 0.01% | -95.5% | |
| New | PIMCO Global Bond Opportunities Portfolio Unhedged | $2,158 | – | 36 | +100.0% | 0.01% | – | |
| NGG | New | NATIONAL GRID PLCinternational equities | $2,352 | – | 67 | +100.0% | 0.01% | – |
| TM | Buy | TOYOTA MOTOR CORPinternational equities | $2,154 | +6631.2% | 161 | +13.4% | 0.01% | +500.0% |
| VEOEY | Sell | VEOLIA ENVIRONNEMENT SPONSORED ADRinternational equities | $2,152 | +243.2% | 16 | -48.4% | 0.01% | -68.4% |
| AIT | New | APPLIED INDL TECHNOLOGIES INdomestic equities | $2,381 | – | 145 | +100.0% | 0.01% | – |
| CTAS | New | CINTAS CORPdomestic equities | $2,026 | – | 497 | +100.0% | 0.01% | – |
| MFDX | New | PIMCO EQUITY SERdomestic equities | $2,292 | – | 28 | +100.0% | 0.01% | – |
| HON | New | HONEYWELL INTL INCdomestic equities | $2,328 | – | 208 | +100.0% | 0.01% | – |
| X | Sell | UNITED STATES STL CORP NEWdomestic equities | $2,165 | +216400.0% | 25 | -3.8% | 0.01% | – |
| USMV | Buy | ISHARES TRmsci usa min vol factor etf | $2,263 | -70.0% | 30,445 | +6.9% | 0.01% | -97.4% |
| GBCI | Sell | GLACIER BANCORP INC NEWdomestic equities | $2,066 | +1183.2% | 31 | -26.2% | 0.01% | +20.0% |
| SO | New | SOUTHERN COdomestic equities | $2,383 | – | 85 | +100.0% | 0.01% | – |
| NOC | Buy | NORTHROP GRUMMAN CORPdomestic equities | $2,075 | +1996.0% | 671 | +212.1% | 0.01% | +100.0% |
| CROX | New | CROCS INCdomestic equities | $2,132 | – | 112 | +100.0% | 0.01% | – |
| ITUB | Buy | ITAU UNIBANCO HLDG S Ainternational equities | $2,217 | -38.9% | 6 | +20.0% | 0.01% | -94.6% |
| BP | Sell | BP PLCinternational equities | $2,177 | -49.3% | 4,972 | -0.1% | 0.01% | -95.5% |
| NVO | Sell | NOVO-NORDISK A Sinternational equities | $2,199 | -61.7% | 8,662 | -2.9% | 0.01% | -96.6% |
| SPTM | Buy | SPDR SER TR | $2,154 | +12.8% | 39,574 | +3.8% | 0.01% | -89.8% |
| POOL | Buy | POOL CORPdomestic equities | $2,317 | +739.5% | 375 | +9.6% | 0.01% | -33.3% |
| CAE | Sell | CAE INCinternational equities | $2,330 | +180.7% | 22 | -4.3% | 0.01% | -76.9% |
| CLH | Buy | CLEAN HARBORS INCdomestic equities | $2,308 | +76833.3% | 164 | +14.7% | 0.01% | – |
| EWG | Buy | ISHARES INCinternational equities | $2,114 | +97.2% | 29 | +3.6% | 0.01% | -81.8% |
| LNG | Sell | CHENIERE ENERGY INCdomestic equities | $1,780 | +16081.8% | 202 | -2.9% | 0.01% | – |
| WMB | Buy | WILLIAMS COS INCdomestic equities | $1,714 | +85600.0% | 33 | +10.0% | 0.01% | – |
| VALE | Sell | VALE S Ainternational equities | $1,721 | -50.1% | 13 | -18.8% | 0.01% | -95.3% |
| VNLA | Buy | JANUS DETROIT STR TRhendrsn shrt etf | $1,721 | +198.8% | 13,578 | +11.6% | 0.01% | -72.2% |
| BUD | Sell | ANHEUSER BUSCH INBEV SA/NVinternational equities | $1,942 | +38740.0% | 57 | -14.9% | 0.01% | – |
| HIG | New | HARTFORD FINL SVCS GROUP INCdomestic equities | $1,943 | – | 72 | +100.0% | 0.01% | – |
| SNN | Buy | SMITH & NEPHEW PLCinternational equities | $1,805 | +375.0% | 32 | +14.3% | 0.01% | -58.3% |
| REGN | Sell | REGENERON PHARMACEUTICALSdomestic equities | $1,964 | -35.4% | 719 | -12.5% | 0.01% | -94.7% |
| FCX | Sell | FREEPORT-MCMORAN INCdomestic equities | $1,911 | -51.9% | 40 | -2.4% | 0.01% | -95.9% |
| New | SYMMETRY PNRMC MUNI FXD CL I S MF | $1,724 | – | 10 | +100.0% | 0.01% | – | |
| NTTYY | NIPPON TELEGRPH SPON ADR REP ORDinternational equities | $1,746 | +4888.6% | 30 | 0.0% | 0.01% | +400.0% | |
| ZBH | Buy | ZIMMER BIOMET HOLDINGS INCdomestic equities | $1,862 | +976.3% | 146 | +13.2% | 0.01% | 0.0% |
| FXI | Sell | ISHARES TRinternational equities | $1,985 | +93.8% | 27 | -10.0% | 0.01% | -84.4% |
| ANTM | Sell | ELEVANCE HEALTH INCdomestic equities | $1,913 | -6.3% | 444 | -3.5% | 0.01% | -92.1% |
| ROST | Buy | ROSS STORES INCdomestic equities | $1,893 | +189200.0% | 112 | +5.7% | 0.01% | – |
| New | Delaware Ivy VIP Asset Strategy | $1,710 | – | 44 | +100.0% | 0.01% | – | |
| DHI | New | D R HORTON INCdomestic equities | $1,983 | – | 122 | +100.0% | 0.01% | – |
| MS | Buy | MORGAN STANLEYdomestic equities | $1,922 | -41.2% | 98 | +11.4% | 0.01% | -95.0% |
| TMUS | New | T-MOBILE US INCdomestic equities | $1,952 | – | 139 | +100.0% | 0.01% | – |
| SPTI | New | SPDR SER TR | $1,926 | – | 28 | +100.0% | 0.01% | – |
| ALSN | Buy | ALLISON TRANSMISSION HLDGS Idomestic equities | $1,865 | +186400.0% | 56 | +24.4% | 0.01% | – |
| OGE | Sell | OGE ENERGY CORPdomestic equities | $1,698 | +84800.0% | 36 | -5.3% | 0.01% | – |
| PFG | Buy | PRINCIPAL FINANCIAL GROUP INdomestic equities | $1,946 | +48550.0% | 76 | +2.7% | 0.01% | – |
| FICO | Buy | FAIR ISAAC CORPdomestic equities | $1,850 | +61566.7% | 809 | +15.1% | 0.01% | – |
| PLD | Sell | PROLOGIS INC.domestic equities | $1,753 | +29116.7% | 123 | -1.6% | 0.01% | – |
| WFC | Buy | WELLS FARGO CO NEWdomestic equities | $1,734 | -33.1% | 43 | +16.2% | 0.01% | -93.8% |
| COTY | New | COTY INCdomestic equities | $1,911 | – | 12 | +100.0% | 0.01% | – |
| PPLT | Sell | ABRDN PLATINUM ETF TRUST | $1,930 | +13685.7% | 84 | -8.7% | 0.01% | – |
| CRM | Buy | SALESFORCE INCdomestic equities | $1,829 | +94.8% | 4,968 | +4.5% | 0.01% | -82.8% |
| OAS | Buy | CHORD ENERGY CORPORATIONdomestic equities | $1,932 | +48200.0% | 154 | +14.1% | 0.01% | – |
| BIIB | Buy | BIOGEN INCdomestic equities | $1,860 | -49.7% | 285 | +2.5% | 0.01% | -95.6% |
| ORI | New | OLD REP INTL CORPdomestic equities | $1,970 | – | 25 | +100.0% | 0.01% | – |
| CEIX | New | CONSOL ENERGY INC NEWdomestic equities | $1,730 | – | 68 | +100.0% | 0.01% | – |
| BOND | Buy | PIMCO ETF TRactive bd etf | $1,670 | +2.4% | 18,233 | +3.4% | 0.01% | -90.0% |
| ABC | Buy | AMERISOURCEBERGEN CORPdomestic equities | $1,878 | -23.6% | 192 | +20.0% | 0.01% | -93.4% |
| ROK | Buy | ROCKWELL AUTOMATION INCdomestic equities | $1,872 | +817.6% | 329 | +12.3% | 0.01% | -16.7% |
| SWAN | New | AMPLIFY ETF TR | $1,899 | – | 26 | +100.0% | 0.01% | – |
| IJT | Buy | ISHARES TRs&p sml 600 gwt etf | $1,781 | +14741.7% | 221 | +108.5% | 0.01% | – |
| MKC | Buy | MCCORMICK & CO INCdomestic equities | $2,018 | +577.2% | 441 | +0.9% | 0.01% | -44.4% |
| DUK | New | DUKE ENERGY CORP NEWdomestic equities | $1,763 | – | 90 | +100.0% | 0.01% | – |
| FANG | Sell | DIAMONDBACK ENERGY INCdomestic equities | $1,783 | +59333.3% | 131 | -3.0% | 0.01% | – |
| MRNA | Buy | MODERNA INCdomestic equities | $1,972 | +52.0% | 5,834 | +5.6% | 0.01% | -87.5% |
| ICSH | Buy | ISHARES TR | $1,743 | +270.9% | 14,665 | +56.7% | 0.01% | -64.3% |
| CCJ | New | CAMECO CORPinternational equities | $1,896 | – | 31 | +100.0% | 0.01% | – |
| GPK | Sell | GRAPHIC PACKAGING HLDG COdomestic equities | $1,893 | +189200.0% | 24 | -4.0% | 0.01% | – |
| LECO | Buy | LINCOLN ELEC HLDGS INCdomestic equities | $1,754 | +175300.0% | 199 | +17.8% | 0.01% | – |
| AX | Buy | AXOS FINANCIAL INCdomestic equities | $1,907 | -67.1% | 39 | +5.4% | 0.01% | -97.2% |
| VPL | Buy | VANGUARD INTL EQUITY INDEX Finternational equities | $1,864 | +832.0% | 70 | +2.9% | 0.01% | -16.7% |
| CDW | New | CDW CORPdomestic equities | $1,373 | – | 184 | +100.0% | 0.00% | – |
| BRKR | Sell | BRUKER CORPdomestic equities | $1,339 | -45.5% | 74 | -6.3% | 0.00% | -94.7% |
| IPAC | Buy | ISHARES TRcore msci pac etf | $1,306 | +11.0% | 22,733 | +8.6% | 0.00% | -88.9% |
| RS | Buy | RELIANCE STEEL & ALUMINUM COdomestic equities | $1,610 | +160900.0% | 272 | +5.8% | 0.00% | – |
| BJ | New | BJS WHSL CLUB HLDGS INCdomestic equities | $1,556 | – | 63 | +100.0% | 0.00% | – |
| RDN | New | RADIAN GROUP INCdomestic equities | $1,500 | – | 25 | +100.0% | 0.00% | – |
| DE | New | DEERE & COdomestic equities | $1,294 | – | 405 | +100.0% | 0.00% | – |
| DECK | New | DECKERS OUTDOOR CORPdomestic equities | $1,288 | – | 528 | +100.0% | 0.00% | – |
| SCHW | Buy | SCHWAB CHARLES CORPdomestic equities | $1,559 | -54.0% | 57 | +9.6% | 0.00% | -96.2% |
| E | Buy | ENI S P Ainternational equities | $1,471 | -32.4% | 29 | +3.6% | 0.00% | -94.0% |
| PEN | Buy | PENUMBRA INCdomestic equities | $1,554 | -32.1% | 344 | +23.3% | 0.00% | -94.4% |
| GRFS | Buy | GRIFOLS S Ainternational equities | $1,313 | +133.2% | 9 | +28.6% | 0.00% | -76.5% |
| SOXL | New | DIREXION SHS ETF TRother alternatives | $1,586 | – | 25 | +100.0% | 0.00% | – |
| NEU | New | NEWMARKET CORPdomestic equities | $1,410 | – | 402 | +100.0% | 0.00% | – |
| FHLC | Buy | FIDELITY COVINGTON TRUSTdomestic equities | $1,542 | +617.2% | 63 | +3.3% | 0.00% | -42.9% |
| SPTS | Buy | SPDR SER TRportfolio sh tsr etf | $1,470 | +2.7% | 51,070 | +4.3% | 0.00% | -90.9% |
| NPSNY | New | NASPERS SPON 5 ADR REP CL N ORDinternational equities | $1,491 | – | 36 | +100.0% | 0.00% | – |
| TLH | Buy | ISHARES TR10-20 yr trs etf | $1,356 | +2.1% | 12,240 | +4.8% | 0.00% | -90.2% |
| GNL | Sell | GLOBAL NET LEASE INCreal estate | $1,521 | +172.6% | 10 | -23.1% | 0.00% | -76.5% |
| SYIEY | Sell | SYMRISE ADRinternational equities | $1,446 | +14360.0% | 26 | -3.7% | 0.00% | – |
| IBOC | Buy | INTERNATIONAL BANCSHARES CORdomestic equities | $1,326 | +44100.0% | 44 | +2.3% | 0.00% | – |
| New | RYAN SPECIALTY HOLDINGS INCdomestic equities | $1,388 | – | 45 | +100.0% | 0.00% | – | |
| AZO | Buy | AUTOZONE INCdomestic equities | $1,459 | +72850.0% | 2,493 | +1.4% | 0.00% | – |
| MCO | New | MOODYS CORPdomestic equities | $1,592 | – | 348 | +100.0% | 0.00% | – |
| New | BNY Mellon Variable Investment Fund Appreciation Portfolio | $1,378 | – | 52 | +100.0% | 0.00% | – | |
| MDB | New | MONGODB INCdomestic equities | $1,612 | – | 411 | +100.0% | 0.00% | – |
| TJX | New | TJX COS INC NEWdomestic equities | $1,421 | – | 85 | +100.0% | 0.00% | – |
| MC | New | MOELIS & COdomestic equities | $1,511 | – | 45 | +100.0% | 0.00% | – |
| CMI | Buy | CUMMINS INCdomestic equities | $1,332 | +586.6% | 245 | +2.5% | 0.00% | -33.3% |
| AGCO | Sell | AGCO CORPdomestic equities | $1,335 | +66650.0% | 131 | -3.0% | 0.00% | – |
| GOVT | Buy | ISHARES TRus treas bd etf | $1,380 | +4.4% | 60,272 | +7.2% | 0.00% | -90.2% |
| TECK | Buy | TECK RESOURCES LTDinternational equities | $1,525 | +16844.4% | 42 | +13.5% | 0.00% | – |
| AAGIY | Sell | AIA GROUP ADRinternational equities | $1,563 | +78050.0% | 41 | -2.4% | 0.00% | – |
| HLI | Buy | HOULIHAN LOKEY INCdomestic equities | $1,444 | +48033.3% | 98 | +12.6% | 0.00% | – |
| CNC | Buy | CENTENE CORP DELdomestic equities | $1,321 | -65.3% | 67 | +6.3% | 0.00% | -96.6% |
| PALL | Sell | ABRDN PALLADIUM ETF TRUST | $1,574 | +4042.1% | 114 | -15.6% | 0.00% | +300.0% |
| TBT | Buy | PROSHARES TR | $1,448 | -81.5% | 29 | +3.6% | 0.00% | -98.3% |
| New | AMERICA MOVIL SAB DE CVinternational equities | $1,607 | – | 22 | +100.0% | 0.00% | – | |
| DD | New | DUPONT DE NEMOURS INCdomestic equities | $1,473 | – | 71 | +100.0% | 0.00% | – |
| New | CIVITAS RESOURCES INCdomestic equities | $1,376 | – | 69 | +100.0% | 0.00% | – | |
| MSM | New | MSC INDL DIRECT INCdomestic equities | $1,617 | – | 95 | +100.0% | 0.00% | – |
| JAZZ | Sell | JAZZ PHARMACEUTICALS PLCdomestic equities | $1,537 | +36.6% | 124 | -15.1% | 0.00% | -88.6% |
| EXPD | Buy | EXPEDITORS INTL WASH INCdomestic equities | $1,530 | +653.7% | 121 | +10.0% | 0.00% | -33.3% |
| CHK | Buy | CHESAPEAKE ENERGY CORPdomestic equities | $1,644 | +164300.0% | 84 | +10.5% | 0.00% | – |
| MAIN | New | MAIN STR CAP CORPdomestic equities | $1,446 | – | 40 | +100.0% | 0.00% | – |
| AR | ANTERO RESOURCES CORPdomestic equities | $1,342 | -70.4% | 23 | 0.0% | 0.00% | -97.1% | |
| UPWK | Buy | UPWORK INC | $1,570 | -1.6% | 168,114 | +19.1% | 0.00% | -91.8% |
| AMCR | Sell | AMCOR PLCdomestic equities | $1,448 | +36100.0% | 10 | -9.1% | 0.00% | – |
| ERIC | Sell | ERICSSONinternational equities | $1,353 | +191.0% | 5 | -16.7% | 0.00% | -71.4% |
| CCI | New | CROWN CASTLE INCdomestic equities | $1,404 | – | 154 | +100.0% | 0.00% | – |
| EVR | Buy | EVERCORE INCdomestic equities | $1,616 | +161500.0% | 124 | +7.8% | 0.00% | – |
| EPR | Buy | EPR PPTYSdomestic equities | $1,591 | +79450.0% | 47 | +23.7% | 0.00% | – |
| VOD | Sell | VODAFONE GROUP PLC NEWinternational equities | $1,531 | +110.3% | 9 | -18.2% | 0.00% | -81.8% |
| IBDRY | Buy | IBERDROLA ADRinternational equities | $1,579 | +4286.1% | 52 | +4.0% | 0.00% | +300.0% |
| SEM | New | SELECT MED HLDGS CORPdomestic equities | $1,439 | – | 32 | +100.0% | 0.00% | – |
| ORLY | Buy | OREILLY AUTOMOTIVE INCdomestic equities | $1,526 | +76200.0% | 955 | +12.5% | 0.00% | – |
| GDXJ | New | VANECK ETF TRUST | $1,650 | – | 36 | +100.0% | 0.00% | – |
| GS | Sell | GOLDMAN SACHS GROUP INCdomestic equities | $1,287 | -53.1% | 323 | -1.2% | 0.00% | -95.2% |
| USO | Sell | UNITED STS OIL FD LP | $1,559 | +6678.3% | 64 | -3.0% | 0.00% | +300.0% |
| CACI | New | CACI INTL INCdomestic equities | $1,596 | – | 341 | +100.0% | 0.00% | – |
| BRC | New | BRADY CORPdomestic equities | $1,159 | – | 48 | +100.0% | 0.00% | – |
| CCRN | Buy | CROSS CTRY HEALTHCARE INCdomestic equities | $1,041 | -42.8% | 28 | +27.3% | 0.00% | -94.6% |
| RMD | New | RESMED INCdomestic equities | $1,206 | – | 219 | +100.0% | 0.00% | – |
| FTSD | Sell | FRANKLIN ETF TR | $1,108 | +49.5% | 89 | -1.1% | 0.00% | -87.0% |
| BEN | New | FRANKLIN RESOURCES INCdomestic equities | $1,064 | – | 27 | +100.0% | 0.00% | – |
| R | New | RYDER SYS INCdomestic equities | $1,009 | – | 85 | +100.0% | 0.00% | – |
| BMRN | Sell | BIOMARIN PHARMACEUTICAL INCdomestic equities | $1,099 | -21.1% | 87 | -10.3% | 0.00% | -93.0% |
| BHP | Sell | BHP GROUP LTDinternational equities | $1,075 | +85.7% | 60 | -4.8% | 0.00% | -83.3% |
| FLRN | Buy | SPDR SER TR | $1,007 | +46.6% | 31 | +3.3% | 0.00% | -85.7% |
| MTUM | Buy | ISHARES TRmsci usa momentum factor etf | $1,124 | -69.6% | 7,789 | +9.6% | 0.00% | -97.4% |
| ISTB | ISHARES TR | $1,097 | +48.8% | 47 | 0.0% | 0.00% | -87.0% | |
| CRZBY | New | COMMERZBANK JUNGE SHS ADRinternational equities | $1,011 | – | 11 | +100.0% | 0.00% | – |
| BNPQY | New | BNP PARIBAS ADRinternational equities | $1,250 | – | 32 | +100.0% | 0.00% | – |
| SWAV | New | SHOCKWAVE MED INCdomestic equities | $1,101 | – | 285 | +100.0% | 0.00% | – |
| IFRA | Buy | ISHARES TRus infrastruc etf | $947 | +13.0% | 24,223 | +7.1% | 0.00% | -88.5% |
| SMGZY | New | SMITHS GROUP ADRinternational equities | $1,175 | – | 21 | +100.0% | 0.00% | – |
| SKHHY | SONIC HEALTHCARE ADRinternational equities | $1,183 | +16800.0% | 24 | 0.0% | 0.00% | – | |
| SON | Sell | SONOCO PRODS COdomestic equities | $1,141 | +56950.0% | 59 | -3.3% | 0.00% | – |
| SCCO | New | SOUTHERN COPPER CORPdomestic equities | $1,225 | – | 72 | +100.0% | 0.00% | – |
| FHI | Sell | FEDERATED HERMES INCdomestic equities | $1,284 | +32000.0% | 36 | -10.0% | 0.00% | – |
| CL | Buy | COLGATE PALMOLIVE CO | $922 | +3.2% | 11,971 | +1.2% | 0.00% | -89.3% |
| CLX | Buy | CLOROX CO DELdomestic equities | $1,198 | +737.8% | 159 | +0.6% | 0.00% | -25.0% |
| SYF | New | SYNCHRONY FINANCIALdomestic equities | $995 | – | 34 | +100.0% | 0.00% | – |
| New | JACKSON FINANCIAL INCdomestic equities | $1,077 | – | 31 | +100.0% | 0.00% | – | |
| ADSK | Buy | AUTODESK INCdomestic equities | $974 | +21.6% | 4,184 | +7.0% | 0.00% | -88.0% |
| ALPMY | New | ASTELLAS PHARMA ADR REP 1 ORDinternational equities | $1,222 | – | 15 | +100.0% | 0.00% | – |
| JBAXY | New | JULIUS BAER GROUP ADRinternational equities | $962 | – | 13 | +100.0% | 0.00% | – |
| TFC | Sell | TRUIST FINL CORPdomestic equities | $1,084 | -76.0% | 30 | -11.8% | 0.00% | -97.8% |
| KEYS | Buy | KEYSIGHT TECHNOLOGIES INCdomestic equities | $1,161 | +57950.0% | 167 | +3.7% | 0.00% | – |
| UBER | New | UBER TECHNOLOGIES INCdomestic equities | $1,210 | – | 43 | +100.0% | 0.00% | – |
| UBSI | Sell | UNITED BANKSHARES INC WEST Vdomestic equities | $1,165 | +38733.3% | 30 | -14.3% | 0.00% | – |
| KHC | Buy | KRAFT HEINZ COdomestic equities | $985 | – | 43 | +514.3% | 0.00% | – |
| ANSS | New | ANSYS INCdomestic equities | $1,037 | – | 330 | +100.0% | 0.00% | – |
| AMPH | New | AMPHASTAR PHARMACEUTICALS INdomestic equities | $949 | – | 57 | +100.0% | 0.00% | – |
| ERIE | Sell | ERIE INDTY COdomestic equities | $1,278 | +42500.0% | 210 | -9.5% | 0.00% | – |
| AFG | Sell | AMERICAN FINL GROUP INC OHIOdomestic equities | $1,205 | +60150.0% | 119 | -2.5% | 0.00% | – |
| VTR | New | VENTAS INCdomestic equities | $1,052 | – | 47 | +100.0% | 0.00% | – |
| AMRN | Sell | AMARIN CORP PLCdomestic equities | $1,062 | +207.8% | 1 | -50.0% | 0.00% | -72.7% |
| LSTR | Buy | LANDSTAR SYS INCdomestic equities | $1,089 | +54350.0% | 193 | +7.8% | 0.00% | – |
| ILMN | Sell | ILLUMINA INCdomestic equities | $1,047 | -8.8% | 187 | -19.7% | 0.00% | -91.4% |
| IMO | New | IMPERIAL OIL LTDinternational equities | $1,229 | – | 51 | +100.0% | 0.00% | – |
| VMC | New | VULCAN MATLS COdomestic equities | $990 | – | 225 | +100.0% | 0.00% | – |
| WST | Buy | WEST PHARMACEUTICAL SVSC INCdomestic equities | $1,042 | +120.3% | 382 | +10.4% | 0.00% | -80.0% |
| FNB | Sell | F N B CORPdomestic equities | $1,253 | +41666.7% | 11 | -8.3% | 0.00% | – |
| IR | New | INGERSOLL RAND INCdomestic equities | $1,010 | – | 65 | +100.0% | 0.00% | – |
| MGM | New | MGM RESORTS INTERNATIONALdomestic equities | $1,145 | – | 44 | +100.0% | 0.00% | – |
| FDX | New | FEDEX CORPdomestic equities | $1,018 | – | 248 | +100.0% | 0.00% | – |
| AGO | New | ASSURED GUARANTY LTDdomestic equities | $949 | – | 56 | +100.0% | 0.00% | – |
| MKTAY | Buy | MAKITA ADR REP 1 ORDinternational equities | $1,076 | +272.3% | 28 | +12.0% | 0.00% | -66.7% |
| HZNP | Sell | HORIZON THERAPEUTICS PUB Ldomestic equities | $965 | +189.8% | 103 | -5.5% | 0.00% | -70.0% |
| IGT | Buy | INTERNATIONAL GAME TECHNOLOGinternational equities | $1,240 | +12300.0% | 32 | +18.5% | 0.00% | – |
| MEDP | Buy | MEDPACE HLDGS INCdomestic equities | $1,106 | -56.1% | 240 | +27.7% | 0.00% | -96.2% |
| RIG | Buy | TRANSOCEAN LTDdomestic equities | $976 | -76.5% | 7 | +16.7% | 0.00% | -97.7% |
| ELS | New | EQUITY LIFESTYLE PPTYS INCdomestic equities | $1,208 | – | 67 | +100.0% | 0.00% | – |
| ASX | ASE TECHNOLOGY HLDG CO LTDinternational equities | $986 | +201.5% | 8 | 0.0% | 0.00% | -70.0% | |
| T | New | AT&T INCdomestic equities | $1,157 | – | 82 | +100.0% | 0.00% | – |
| AGNC | AGNC INVT CORPdomestic equities | $976 | +48700.0% | 10 | 0.0% | 0.00% | – | |
| DOW | New | DOW INCdomestic equities | $1,123 | – | 53 | +100.0% | 0.00% | – |
| MSI | New | MOTOROLA SOLUTIONS INCdomestic equities | $1,127 | – | 293 | +100.0% | 0.00% | – |
| DCI | New | DONALDSON INCdomestic equities | $1,233 | – | 63 | +100.0% | 0.00% | – |
| NABZY | New | NATIONAL AUSTRALIA BANK ORDinternational equities | $1,003 | – | 9 | +100.0% | 0.00% | – |
| DIOD | New | DIODES INCdomestic equities | $1,109 | – | 92 | +100.0% | 0.00% | – |
| CALM | Sell | CAL MAINE FOODS INCdomestic equities | $1,266 | +25220.0% | 45 | -26.2% | 0.00% | – |
| EVTC | Buy | EVERTEC INCdomestic equities | $1,052 | +105100.0% | 37 | +8.8% | 0.00% | – |
| DXCM | New | DEXCOM INCdomestic equities | $1,029 | – | 129 | +100.0% | 0.00% | – |
| DVN | Sell | DEVON ENERGY CORP NEWdomestic equities | $1,201 | -12.1% | 48 | -5.9% | 0.00% | -92.9% |
| GSST | Buy | GOLDMAN SACHS ETF TRaces ultra shr etf | $1,082 | +2.7% | 21,692 | +2.0% | 0.00% | -90.6% |
| ENSG | Sell | ENSIGN GROUP INCdomestic equities | $1,136 | -50.7% | 95 | -1.0% | 0.00% | -95.8% |
| PNC | Sell | PNC FINL SVCS GROUP INCdomestic equities | $970 | +17.7% | 221 | -0.5% | 0.00% | -88.0% |
| BZLFY | New | BUNZL ADRinternational equities | $1,136 | – | 38 | +100.0% | 0.00% | – |
| DSGX | Sell | DESCARTES SYS GROUP INCdomestic equities | $1,092 | +13550.0% | 80 | -1.2% | 0.00% | – |
| PAYX | Buy | PAYCHEX INCdomestic equities | $1,213 | +60550.0% | 158 | +37.4% | 0.00% | – |
| EME | New | EMCOR GROUP INCdomestic equities | $1,273 | – | 185 | +100.0% | 0.00% | – |
| RCII | New | UPBOUND GROUP INCdomestic equities | $926 | – | 31 | +100.0% | 0.00% | – |
| BYD | New | BOYD GAMING CORPdomestic equities | $1,119 | – | 69 | +100.0% | 0.00% | – |
| BSX | Buy | BOSTON SCIENTIFIC CORPdomestic equities | $985 | -57.5% | 54 | +8.0% | 0.00% | -95.8% |
| LDUR | Buy | PIMCO ETF TRenhncd lw dur ac etf | $1,240 | -1.3% | 13,230 | +0.2% | 0.00% | -92.3% |
| PDD | New | PDD HOLDINGS INCinternational equities | $1,230 | – | 69 | +100.0% | 0.00% | – |
| New | HF SINCLAIR CORPdomestic equities | $1,198 | – | 45 | +100.0% | 0.00% | – | |
| HCA | Buy | HCA HEALTHCARE INCdomestic equities | $1,021 | -62.5% | 303 | +14.8% | 0.00% | -96.4% |
| CRWD | New | CROWDSTRIKE HLDGS INCdomestic equities | $1,177 | – | 147 | +100.0% | 0.00% | – |
| FBND | Buy | FIDELITY MERRIMACK STR TRtotal bd etf | $1,026 | +1.2% | 22,600 | +2.3% | 0.00% | -90.3% |
| New | Franklin Templeton Variable Insurance Products Templeton Foreigninternational equities | $1,284 | – | 18 | +100.0% | 0.00% | – | |
| BA | Buy | BOEING COdomestic equities | $1,075 | +8.7% | 4,852 | +3.0% | 0.00% | -90.0% |
| MFG | New | MIZUHO FINANCIAL GROUP INCinternational equities | $743 | – | 3 | +100.0% | 0.00% | – |
| SCI | Sell | SERVICE CORP INTLdomestic equities | $914 | +45600.0% | 65 | -5.8% | 0.00% | – |
| ATR | Sell | APTARGROUP INCdomestic equities | $730 | -66.0% | 116 | -1.7% | 0.00% | -97.0% |
| SRE | New | SEMPRAdomestic equities | $645 | – | 146 | +100.0% | 0.00% | – |
| OSIS | New | OSI SYSTEMS INCdomestic equities | $638 | – | 118 | +100.0% | 0.00% | – |
| SEKEY | New | SEIKO EPSON ADR REP 1/2 ORDinternational equities | $613 | – | 8 | +100.0% | 0.00% | – |
| CNO | New | CNO FINL GROUP INCdomestic equities | $674 | – | 24 | +100.0% | 0.00% | – |
| TAK | New | TAKEDA PHARMACEUTICAL CO LTDinternational equities | $613 | – | 16 | +100.0% | 0.00% | – |
| WIT | Buy | WIPRO LTDinternational equities | $809 | +110.1% | 5 | +25.0% | 0.00% | -83.3% |
| ATKR | Buy | ATKORE INCdomestic equities | $801 | +80000.0% | 156 | +11.4% | 0.00% | – |
| EXPE | New | EXPEDIA GROUP INCdomestic equities | $594 | – | 109 | +100.0% | 0.00% | – |
| CI | Buy | THE CIGNA GROUPdomestic equities | $898 | -71.9% | 281 | +9.8% | 0.00% | -98.0% |
| OHI | Buy | OMEGA HEALTHCARE INVS INCdomestic equities | $590 | -70.6% | 31 | +14.8% | 0.00% | -96.8% |
| ZS | New | ZSCALER INCdomestic equities | $910 | – | 146 | +100.0% | 0.00% | – |
| DBX | New | DROPBOX INCdomestic equities | $909 | – | 27 | +100.0% | 0.00% | – |
| GLNG | New | GOLAR LNG LTDinternational equities | $759 | – | 20 | +100.0% | 0.00% | – |
| TFLO | Buy | ISHARES TRtrs flt rt bd etf | $750 | +55.9% | 14,800 | +55.3% | 0.00% | -86.7% |
| JD | Sell | JD.COM INCinternational equities | $617 | +61600.0% | 34 | -22.7% | 0.00% | – |
| EQH | New | EQUITABLE HLDGS INCdomestic equities | $669 | – | 27 | +100.0% | 0.00% | – |
| WEN | New | WENDYS COdomestic equities | $605 | – | 22 | +100.0% | 0.00% | – |
| RLGT | New | RADIANT LOGISTICS INCdomestic equities | $621 | – | 7 | +100.0% | 0.00% | – |
| BSJO | INVESCO EXCH TRD SLF IDX FDhigh yield | $886 | -81.8% | 22 | 0.0% | 0.00% | -98.7% | |
| OPCH | OPTION CARE HEALTH INCdomestic equities | $834 | -62.8% | 32 | 0.0% | 0.00% | -97.1% | |
| TKR | New | TIMKEN COdomestic equities | $732 | – | 92 | +100.0% | 0.00% | – |
| OSUR | Sell | ORASURE TECHNOLOGIES INCdomestic equities | $691 | -66.7% | 5 | -16.7% | 0.00% | -96.9% |
| AVNS | Sell | AVANOS MED INCdomestic equities | $732 | -67.1% | 26 | -13.3% | 0.00% | -97.1% |
| New | DRAFTKINGS INC NEWdomestic equities | $818 | – | 27 | +100.0% | 0.00% | – | |
| CERT | New | CERTARA INCdomestic equities | $613 | – | 18 | +100.0% | 0.00% | – |
| NSP | New | INSPERITY INCdomestic equities | $647 | – | 119 | +100.0% | 0.00% | – |
| OC | New | OWENS CORNING NEWdomestic equities | $911 | – | 131 | +100.0% | 0.00% | – |
| EXC | New | EXELON CORPdomestic equities | $552 | – | 41 | +100.0% | 0.00% | – |
| ZYXI | Sell | ZYNEX INCdomestic equities | $723 | -63.1% | 10 | -16.7% | 0.00% | -96.7% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHSdomestic equities | $559 | +186.7% | 134 | +2.3% | 0.00% | -66.7% |
| ADUS | Sell | ADDUS HOMECARE CORPdomestic equities | $741 | -68.8% | 93 | -13.1% | 0.00% | -97.3% |
| CBRE | New | CBRE GROUP INCdomestic equities | $693 | – | 81 | +100.0% | 0.00% | – |
| CBOE | Buy | CBOE GLOBAL MKTS INCdomestic equities | $600 | +59900.0% | 138 | +3.0% | 0.00% | – |
| SUPN | New | SUPERNUS PHARMACEUTICALS INCdomestic equities | $629 | – | 30 | +100.0% | 0.00% | – |
| CREDIT SUISSE AG LONDON BRANCH NOTE INDEX LNKDnote index lnkd | $686 | +4.3% | 750 | 0.0% | 0.00% | -90.0% | ||
| PNM | Buy | PNM RES INCdomestic equities | $650 | +1656.8% | 809 | +5.9% | 0.00% | +100.0% |
| MMM | Buy | 3M COdomestic equities | $789 | +23.3% | 6,814 | +11.7% | 0.00% | -90.0% |
| PPL | New | PPL CORPdomestic equities | $556 | – | 26 | +100.0% | 0.00% | – |
| PVH | New | PVH CORPORATIONdomestic equities | $653 | – | 85 | +100.0% | 0.00% | – |
| HCSG | Buy | HEALTHCARE SVCS GROUP INCdomestic equities | $781 | -65.4% | 15 | +7.1% | 0.00% | -97.1% |
| GTO | Buy | INVESCO ACTIVELY MANAGED ETFtotal return etf | $786 | +1.3% | 16,925 | +3.2% | 0.00% | -91.7% |
| G | Sell | GENPACT LIMITEDdomestic equities | $821 | +82000.0% | 38 | -17.4% | 0.00% | – |
| BWA | New | BORGWARNER INCdomestic equities | $820 | – | 49 | +100.0% | 0.00% | – |
| HAE | Buy | HAEMONETICS CORP MASSdomestic equities | $730 | -67.6% | 85 | +2.4% | 0.00% | -97.1% |
| EQNR | Buy | EQUINOR ASAinternational equities | $746 | +37200.0% | 29 | +3.6% | 0.00% | – |
| BEPC | New | BROOKFIELD RENEWABLE CORPinternational equities | $737 | – | 32 | +100.0% | 0.00% | – |
| SMG | Buy | SCOTTS MIRACLE-GRO CO | $675 | 0.0% | 10,772 | +10.0% | 0.00% | -90.5% |
| THO | New | THOR INDS INCdomestic equities | $626 | – | 104 | +100.0% | 0.00% | – |
| SAIC | Buy | SCIENCE APPLICATIONS INTL COdomestic equities | $557 | +55600.0% | 112 | +4.7% | 0.00% | – |
| PKG | Sell | PACKAGING CORP AMERdomestic equities | $634 | +252.2% | 132 | -5.0% | 0.00% | -66.7% |
| CPRX | Sell | CATALYST PHARMACEUTICALS INCdomestic equities | $834 | -63.2% | 13 | -23.5% | 0.00% | -97.1% |
| A | Sell | AGILENT TECHNOLOGIES INCdomestic equities | $875 | -58.5% | 120 | -13.0% | 0.00% | -96.9% |
| MKKGY | Sell | MERCK KGAA DARMSTADT GERMANY SPO ADRinternational equities | $665 | -16.8% | 33 | -10.8% | 0.00% | -92.0% |
| HUM | Sell | HUMANA INCdomestic equities | $849 | +89.1% | 447 | -7.8% | 0.00% | -85.7% |
| EIX | New | EDISON INTLdomestic equities | $567 | – | 69 | +100.0% | 0.00% | – |
| HRZN | New | HORIZON TECHNOLOGY FIN CORPdomestic equities | $760 | – | 12 | +100.0% | 0.00% | – |
| PDCO | Buy | PATTERSON COS INCdomestic equities | $904 | -57.7% | 33 | +22.2% | 0.00% | -97.0% |
| JPST | Buy | J P MORGAN EXCHANGE TRADED F | $635 | -78.6% | 12,656 | +7.8% | 0.00% | -97.8% |
| BAH | Buy | BOOZ ALLEN HAMILTON HLDG CORdomestic equities | $733 | +73200.0% | 112 | +20.4% | 0.00% | – |
| BTI | Sell | BRITISH AMERN TOB PLCinternational equities | $748 | +74700.0% | 33 | -5.7% | 0.00% | – |
| IJR | Buy | ISHARES TRdomestic equities | $838 | +8.0% | 8,178 | +0.3% | 0.00% | -91.7% |
| D | Buy | DOMINION ENERGY INCdomestic equities | $631 | +10416.7% | 1,925 | +1559.5% | 0.00% | – |
| BNP PARIBAS NOTE CONV INDEX LNKDnote conv index lnkd | $732 | +3.1% | 750 | 0.0% | 0.00% | -90.9% | ||
| CDMO | New | AVID BIOSERVICES INCdomestic equities | $636 | – | 14 | +100.0% | 0.00% | – |
| SMFG | New | SUMITOMO MITSUI FINL GROUP Iinternational equities | $702 | – | 9 | +100.0% | 0.00% | – |
| CAR | New | AVIS BUDGET GROUPdomestic equities | $561 | – | 229 | +100.0% | 0.00% | – |
| SNY | SANOFIinternational equities | $883 | +21975.0% | 54 | 0.0% | 0.00% | – | |
| New | Invesco V.I. EQV International Equity Fundinternational equities | $680 | – | 15 | +100.0% | 0.00% | – | |
| NFG | New | NATIONAL FUEL GAS COdomestic equities | $867 | – | 51 | +100.0% | 0.00% | – |
| SSUS | New | STRATEGY SHSdomestic equities | $626 | – | 36 | +100.0% | 0.00% | – |
| PM | New | PHILIP MORRIS INTL INCdomestic equities | $753 | – | 140 | +100.0% | 0.00% | – |
| HLIT | New | HARMONIC INCdomestic equities | $705 | – | 16 | +100.0% | 0.00% | – |
| FMX | New | FOMENTO ECONOMICO MEXICANO Sinternational equities | $752 | – | 111 | +100.0% | 0.00% | – |
| BNP PARIBAS NOTE CONV INDEX LNKDnote conv index lnkd | $733 | +4.1% | 775 | 0.0% | 0.00% | -90.9% | ||
| ING | New | ING GROEP N.V.international equities | $655 | – | 13 | +100.0% | 0.00% | – |
| SF | Buy | STIFEL FINL CORPdomestic equities | $868 | +195.2% | 60 | +1.7% | 0.00% | -77.8% |
| WOPEY | Buy | WOODSIDE ENERGY GROUP LTDinternational equities | $673 | +785.5% | 23 | +4.5% | 0.00% | 0.0% |
| MMSI | Buy | MERIT MED SYS INCdomestic equities | $739 | -67.8% | 84 | +13.5% | 0.00% | -97.2% |
| HEINY | Buy | HEINEKEN NV ADR SPONSOREDadr sponsored | $918 | -2.1% | 17,834 | +1.3% | 0.00% | -93.1% |
| New | PERION NETWORK LTDdomestic equities | $708 | – | 31 | +100.0% | 0.00% | – | |
| KBR | New | KBR INCdomestic equities | $900 | – | 65 | +100.0% | 0.00% | – |
| SAN | New | BANCO SANTANDER S.A.international equities | $679 | – | 4 | +100.0% | 0.00% | – |
| PEG | New | PUBLIC SVC ENTERPRISE GRP INdomestic equities | $627 | – | 63 | +100.0% | 0.00% | – |
| CNP | New | CENTERPOINT ENERGY INCdomestic equities | $606 | – | 29 | +100.0% | 0.00% | – |
| NFE | New | NEW FORTRESS ENERGY INCdomestic equities | $608 | – | 27 | +100.0% | 0.00% | – |
| GWRE | Sell | GUIDEWIRE SOFTWARE INCdomestic equities | $783 | +78200.0% | 76 | -7.3% | 0.00% | – |
| GLW | CORNING INCdomestic equities | $742 | +151.5% | 35 | 0.0% | 0.00% | -77.8% | |
| LZAGY | New | LONZA GROUP ADRinternational equities | $593 | – | 60 | +100.0% | 0.00% | – |
| FDS | Sell | FACTSET RESH SYS INCdomestic equities | $873 | +43550.0% | 401 | -3.4% | 0.00% | – |
| PII | New | POLARIS INCdomestic equities | $772 | – | 121 | +100.0% | 0.00% | – |
| IART | New | INTEGRA LIFESCIENCES HLDGS Cdomestic equities | $778 | – | 41 | +100.0% | 0.00% | – |
| HMC | Buy | HONDA MOTOR LTDinternational equities | $815 | +2918.5% | 30 | +15.4% | 0.00% | +100.0% |
| POR | New | PORTLAND GEN ELEC COdomestic equities | $780 | – | 47 | +100.0% | 0.00% | – |
| AEG | New | AEGON N Vinternational equities | $684 | – | 5 | +100.0% | 0.00% | – |
| CUBI | Buy | CUSTOMERS BANCORP INCdomestic equities | $596 | -86.2% | 30 | +57.9% | 0.00% | -98.5% |
| JMIA | New | JUMIA TECHNOLOGIES AGinternational equities | $638 | – | 3 | +100.0% | 0.00% | – |
| PRI | New | PRIMERICA INCdomestic equities | $775 | – | 198 | +100.0% | 0.00% | – |
| CRTO | New | CRITEO S Adomestic equities | $746 | – | 34 | +100.0% | 0.00% | – |
| ARRY | New | ARRAY TECHNOLOGIES INCdomestic equities | $584 | – | 23 | +100.0% | 0.00% | – |
| FSLR | New | FIRST SOLAR INCdomestic equities | $827 | – | 190 | +100.0% | 0.00% | – |
| HSTM | Sell | HEALTHSTREAM INCdomestic equities | $744 | -70.0% | 26 | -7.1% | 0.00% | -97.4% |
| QURE | Sell | UNIQURE NVinternational equities | $650 | +144.4% | 11 | -45.0% | 0.00% | -75.0% |
| MU | Buy | MICRON TECHNOLOGY INCdomestic equities | $906 | +268.3% | 64 | +4.9% | 0.00% | -75.0% |
| AXON | New | AXON ENTERPRISE INCdomestic equities | $676 | – | 195 | +100.0% | 0.00% | – |
| THC | Buy | TENET HEALTHCARE CORPdomestic equities | $822 | +161.8% | 81 | +37.3% | 0.00% | -80.0% |
| LIVN | Buy | LIVANOVA PLCinternational equities | $753 | +877.9% | 51 | +15.9% | 0.00% | 0.0% |
| AIG | Buy | AMERICAN INTL GROUP INCdomestic equities | $556 | +6.1% | 58 | +16.0% | 0.00% | -87.5% |
| SPLK | New | SPLUNK INCdomestic equities | $710 | – | 106 | +100.0% | 0.00% | – |
| LRCX | Buy | LAM RESEARCH CORPdomestic equities | $663 | +159.0% | 643 | +21.3% | 0.00% | -75.0% |
| ISEE | New | IVERIC BIO INCdomestic equities | $632 | – | 39 | +100.0% | 0.00% | – |
| New | Fidelity VIP Real Estate Portfolioreal estate | $747 | – | 68 | +100.0% | 0.00% | – | |
| XEL | New | XCEL ENERGY INCdomestic equities | $675 | – | 62 | +100.0% | 0.00% | – |
| TWNK | New | HOSTESS BRANDS INCdomestic equities | $625 | – | 25 | +100.0% | 0.00% | – |
| LAMR | Sell | LAMAR ADVERTISING CO NEWdomestic equities | $743 | +12283.3% | 99 | -1.0% | 0.00% | – |
| LW | New | LAMB WESTON HLDGS INCdomestic equities | $618 | – | 115 | +100.0% | 0.00% | – |
| VGSH | Buy | VANGUARD SCOTTSDALE FDSshort term treas etf | $728 | +57.9% | 12,608 | +60.4% | 0.00% | -85.7% |
| WRB | New | BERKLEY W R CORPdomestic equities | $726 | – | 60 | +100.0% | 0.00% | – |
| PSTG | New | PURE STORAGE INCdomestic equities | $889 | – | 37 | +100.0% | 0.00% | – |
| ELF | New | E L F BEAUTY INCdomestic equities | $891 | – | 114 | +100.0% | 0.00% | – |
| LNTH | New | LANTHEUS HLDGS INCdomestic equities | $705 | – | 84 | +100.0% | 0.00% | – |
| LVS | New | LAS VEGAS SANDS CORPdomestic equities | $740 | – | 58 | +100.0% | 0.00% | – |
| HDB | Buy | HDFC BANK LTDinternational equities | $709 | +70800.0% | 70 | +4.5% | 0.00% | – |
| IDA | New | IDACORP INCdomestic equities | $569 | – | 103 | +100.0% | 0.00% | – |
| ANIP | New | ANI PHARMACEUTICALS INCdomestic equities | $858 | – | 54 | +100.0% | 0.00% | – |
| VET | Sell | VERMILION ENERGY INCinternational equities | $717 | -52.5% | 12 | -7.7% | 0.00% | -95.7% |
| EGP | New | EASTGROUP PPTYS INCdomestic equities | $648 | – | 174 | +100.0% | 0.00% | – |
| CBRL | New | CRACKER BARREL OLD CTRY STORdomestic equities | $712 | – | 93 | +100.0% | 0.00% | – |
| VWDRY | New | VESTAS WIND SYSTEMS AS ADRinternational equities | $750 | – | 9 | +100.0% | 0.00% | – |
| New | Legg Mason Partners Variable Equity Trust ClearBridge Variable L | $810 | – | 31 | +100.0% | 0.00% | – | |
| VTRS | VIATRIS INCdomestic equities | $596 | -67.1% | 10 | 0.0% | 0.00% | -96.4% | |
| SNOW | New | SNOWFLAKE INCdomestic equities | $840 | – | 176 | +100.0% | 0.00% | – |
| AMN | Buy | AMN HEALTHCARE SVCS INCdomestic equities | $883 | +219.9% | 109 | +31.3% | 0.00% | -77.8% |
| SMAR | New | SMARTSHEET INCdomestic equities | $577 | – | 38 | +100.0% | 0.00% | – |
| TLPFY | New | TELEPERFORMANCE UNSPONSORED FRAN ADRinternational equities | $580 | – | 84 | +100.0% | 0.00% | – |
| UHS | Buy | UNIVERSAL HLTH SVCS INCdomestic equities | $847 | -62.6% | 158 | +24.4% | 0.00% | -97.1% |
| VRTS | New | VIRTUS INVT PARTNERS INCdomestic equities | $610 | – | 197 | +100.0% | 0.00% | – |
| WCC | Buy | WESCO INTL INCdomestic equities | $600 | +59900.0% | 179 | +15.5% | 0.00% | – |
| DLR | Buy | DIGITAL RLTY TR INCdomestic equities | $857 | +24.9% | 127 | +14.4% | 0.00% | -90.5% |
| ITGR | New | INTEGER HLDGS CORPdomestic equities | $779 | – | 89 | +100.0% | 0.00% | – |
| BOKF | Sell | BOK FINL CORPdomestic equities | $865 | +43150.0% | 81 | -3.6% | 0.00% | – |
| FHN | New | FIRST HORIZON CORPORATIONdomestic equities | $865 | – | 11 | +100.0% | 0.00% | – |
| SIMO | New | SILICON MOTION TECHNOLOGY COdomestic equities | $884 | – | 72 | +100.0% | 0.00% | – |
| WTFC | New | WINTRUST FINL CORPdomestic equities | $620 | – | 73 | +100.0% | 0.00% | – |
| RCL | New | ROYAL CARIBBEAN GROUPdomestic equities | $693 | – | 104 | +100.0% | 0.00% | – |
| IEI | Buy | ISHARES TR3 7 yr treas bd etf | $568 | 0.0% | 4,931 | +2.5% | 0.00% | -88.2% |
| NUE | Buy | NUCOR CORPdomestic equities | $804 | +80300.0% | 164 | +6.5% | 0.00% | – |
| New | ESAB CORPORATIONdomestic equities | $836 | – | 67 | +100.0% | 0.00% | – | |
| WBA | Sell | WALGREENS BOOTS ALLIANCE INCdomestic equities | $698 | -72.5% | 28 | -20.0% | 0.00% | -97.4% |
| DGII | New | DIGI INTL INCdomestic equities | $749 | – | 39 | +100.0% | 0.00% | – |
| PUK | New | PRUDENTIAL PLCinternational equities | $698 | – | 28 | +100.0% | 0.00% | – |
| IT | Buy | GARTNER INCdomestic equities | $793 | +79200.0% | 350 | +7.4% | 0.00% | – |
| GM | New | GENERAL MTRS COdomestic equities | $744 | – | 39 | +100.0% | 0.00% | – |
| SCHN | New | SCHNITZER STEEL INDS INCdomestic equities | $198 | – | 30 | +100.0% | 0.00% | – |
| EXLS | Sell | EXLSERVICE HOLDINGS INCdomestic equities | $242 | +24100.0% | 151 | -6.8% | 0.00% | – |
| EW | Buy | EDWARDS LIFESCIENCES CORPdomestic equities | $224 | +10.9% | 94 | +13.3% | 0.00% | -83.3% |
| ENVA | New | ENOVA INTL INCdomestic equities | $434 | – | 53 | +100.0% | 0.00% | – |
| PAC | New | GRUPO AEROPUERTO DEL PACIFICinternational equities | $259 | – | 179 | +100.0% | 0.00% | – |
| RGP | Sell | RESOURCES CONNECTION INCdomestic equities | $236 | +23500.0% | 16 | -5.9% | 0.00% | – |
| ENPH | New | ENPHASE ENERGY INCdomestic equities | $481 | – | 167 | +100.0% | 0.00% | – |
| BNP PARIBAS NOTE CONV INDEX LNKDnote conv index lnkd | $193 | +2.7% | 200 | 0.0% | 0.00% | -83.3% | ||
| DANOY | New | DANONE SPONSORED FRANCE ADRinternational equities | $420 | – | 12 | +100.0% | 0.00% | – |
| STPZ | Sell | PIMCO ETF TR1-5 us tip idx etf | $210 | -6.7% | 4,184 | -3.5% | 0.00% | -85.7% |
| RBC | New | REGAL REXNORD CORPORATIONdomestic equities | $528 | – | 154 | +100.0% | 0.00% | – |
| CORP | Sell | PIMCO ETF TRinv grd crp bd etf | $216 | -1.8% | 2,279 | -1.1% | 0.00% | -85.7% |
| New | CONSTELLATION ENERGY CORPdomestic equities | $382 | – | 92 | +100.0% | 0.00% | – | |
| BPMC | New | BLUEPRINT MEDICINES CORPdomestic equities | $323 | – | 63 | +100.0% | 0.00% | – |
| PNFP | New | PINNACLE FINL PARTNERS INCdomestic equities | $297 | – | 57 | +100.0% | 0.00% | – |
| SSNC | New | SS&C TECHNOLOGIES HLDGS INCdomestic equities | $212 | – | 61 | +100.0% | 0.00% | – |
| PLRX | New | PLIANT THERAPEUTICS INCdomestic equities | $194 | – | 18 | +100.0% | 0.00% | – |
| BARCLAYS BANK PLC NOTE CONV INDEX LNKDnote conv index lnkd | $325 | -4.1% | 339 | 0.0% | 0.00% | -90.0% | ||
| BPOP | Buy | POPULAR INCdomestic equities | $237 | +23600.0% | 61 | +7.0% | 0.00% | – |
| PCH | Buy | POTLATCHDELTIC CORPORATIONdomestic equities | $437 | +43600.0% | 53 | +6.0% | 0.00% | – |
| CTVA | New | CORTEVA INCdomestic equities | $225 | – | 57 | +100.0% | 0.00% | – |
| BHC | New | BAUSCH HEALTH COS INCinternational equities | $254 | – | 8 | +100.0% | 0.00% | – |
| PREF | New | PRINCIPAL EXCHANGE TRADED FD | $353 | – | 17 | +100.0% | 0.00% | – |
| PRGS | Buy | PROGRESS SOFTWARE CORPdomestic equities | $255 | +25400.0% | 58 | +1.8% | 0.00% | – |
| BGNE | New | BEIGENE LTDinternational equities | $184 | – | 178 | +100.0% | 0.00% | – |
| CION INVT CORP | $258 | +5.3% | 24,845 | 0.0% | 0.00% | -87.5% | ||
| Buy | BELLRING BRANDS INCdomestic equities | $242 | +24100.0% | 37 | +8.8% | 0.00% | – | |
| AEL | New | AMERICAN EQTY INVT LIFE HLDdomestic equities | $279 | – | 52 | +100.0% | 0.00% | – |
| COLD | New | AMERICOLD REALTY TRUST INCdomestic equities | $185 | – | 32 | +100.0% | 0.00% | – |
| AEE | New | AMEREN CORPdomestic equities | $220 | – | 82 | +100.0% | 0.00% | – |
| VEEV | New | VEEVA SYS INCdomestic equities | $375 | – | 198 | +100.0% | 0.00% | – |
| CVLG | New | COVENANT LOGISTICS GROUP INCdomestic equities | $263 | – | 44 | +100.0% | 0.00% | – |
| ADI | New | ANALOG DEVICES INCdomestic equities | $232 | – | 195 | +100.0% | 0.00% | – |
| RGNX | New | REGENXBIO INCdomestic equities | $248 | – | 20 | +100.0% | 0.00% | – |
| VRNT | New | VERINT SYS INCdomestic equities | $234 | – | 35 | +100.0% | 0.00% | – |
| LSCC | New | LATTICE SEMICONDUCTOR CORPdomestic equities | $501 | – | 96 | +100.0% | 0.00% | – |
| LDOS | New | LEIDOS HOLDINGS INCdomestic equities | $203 | – | 88 | +100.0% | 0.00% | – |
| GIS | Sell | GENERAL MLS INCdomestic equities | $272 | +8966.7% | 77 | -9.4% | 0.00% | – |
| New | SL GREEN RLTY CORPdomestic equities | $487 | – | 30 | +100.0% | 0.00% | – | |
| APA | New | APA CORPORATIONdomestic equities | $314 | – | 34 | +100.0% | 0.00% | – |
| CHH | Buy | CHOICE HOTELS INTL INCdomestic equities | $241 | +24000.0% | 118 | +0.9% | 0.00% | – |
| ALL | New | ALLSTATE CORPdomestic equities | $200 | – | 109 | +100.0% | 0.00% | – |
| VMW | New | VMWARE INCdomestic equities | $275 | – | 144 | +100.0% | 0.00% | – |
| AIV | Buy | APARTMENT INVT & MGMT COdomestic equities | $246 | +24500.0% | 9 | +12.5% | 0.00% | – |
| VNT | Buy | VONTIER CORPORATIONdomestic equities | $242 | +656.2% | 32 | +18.5% | 0.00% | 0.0% |
| VNO | New | VORNADO RLTY TRdomestic equities | $293 | – | 18 | +100.0% | 0.00% | – |
| BXC | Buy | BLUELINX HLDGS INCdomestic equities | $230 | +22900.0% | 94 | +38.2% | 0.00% | – |
| WSFS | New | WSFS FINL CORPdomestic equities | $203 | – | 38 | +100.0% | 0.00% | – |
| New | GENERAL ELECTRIC COdomestic equities | $216 | – | 110 | +100.0% | 0.00% | – | |
| WNC | New | WABASH NATL CORPdomestic equities | $468 | – | 26 | +100.0% | 0.00% | – |
| AIRC | APARTMENT INCOME REIT CORPreal estate | $239 | +23800.0% | 36 | 0.0% | 0.00% | – | |
| KRUS | New | KURA SUSHI USA INCdomestic equities | $512 | – | 93 | +100.0% | 0.00% | – |
| HCC | Buy | WARRIOR MET COAL INCdomestic equities | $263 | +26200.0% | 39 | +5.4% | 0.00% | – |
| APLS | New | APELLIS PHARMACEUTICALS INCdomestic equities | $339 | – | 91 | +100.0% | 0.00% | – |
| APPN | New | APPIAN CORPdomestic equities | $491 | – | 48 | +100.0% | 0.00% | – |
| New | T. ROWE PRICE CAP APPRECIATION MFdomestic equities | $444 | – | 33 | +100.0% | 0.00% | – | |
| WTBA | New | WEST BANCORPORATION INCdomestic equities | $411 | – | 18 | +100.0% | 0.00% | – |
| WDC | WESTERN DIGITAL CORP.domestic equities | $535 | +475.3% | 39 | 0.0% | 0.00% | -66.7% | |
| ICUI | Buy | ICU MED INCdomestic equities | $251 | -87.8% | 178 | +7.9% | 0.00% | -98.4% |
| WIRE | Buy | ENCORE WIRE CORPdomestic equities | $241 | +24000.0% | 186 | +0.5% | 0.00% | – |
| WSM | New | WILLIAMS SONOMA INCdomestic equities | $323 | – | 125 | +100.0% | 0.00% | – |
| UBA | New | URSTADT BIDDLE PPTYS INCdomestic equities | $189 | – | 21 | +100.0% | 0.00% | – |
| WINA | Buy | WINMARK CORPdomestic equities | $242 | +24100.0% | 332 | +3.8% | 0.00% | – |
| WGO | Buy | WINNEBAGO INDS INCdomestic equities | $243 | +24200.0% | 67 | +15.5% | 0.00% | – |
| LNSTY | New | LONDON STK EXCHANGE GROUP UNSPON ADRinternational equities | $357 | – | 27 | +100.0% | 0.00% | – |
| PB | Sell | PROSPERITY BANCSHARES INCdomestic equities | $471 | +15600.0% | 56 | -9.7% | 0.00% | – |
| KSS | New | KOHLS CORPdomestic equities | $539 | – | 23 | +100.0% | 0.00% | – |
| LPX | Buy | LOUISIANA PAC CORPdomestic equities | $270 | +26900.0% | 75 | +38.9% | 0.00% | – |
| LOW | Buy | LOWES COS INC | $234 | +17.0% | 1,038 | +3.8% | 0.00% | -83.3% |
| HURN | New | HURON CONSULTING GROUP INCdomestic equities | $250 | – | 85 | +100.0% | 0.00% | – |
| WDAY | New | WORKDAY INCdomestic equities | $508 | – | 226 | +100.0% | 0.00% | – |
| PTGX | New | PROTAGONIST THERAPEUTICS INCdomestic equities | $470 | – | 28 | +100.0% | 0.00% | – |
| Sell | CRANE NXT COdomestic equities | $476 | +60.3% | 56 | -50.9% | 0.00% | -88.9% | |
| HUN | New | HUNTSMAN CORPdomestic equities | $246 | – | 27 | +100.0% | 0.00% | – |
| ARCH | Sell | ARCH RESOURCES INCdomestic equities | $245 | +24400.0% | 113 | -13.7% | 0.00% | – |
| ZM | New | ZOOM VIDEO COMMUNICATIONS INdomestic equities | $186 | – | 68 | +100.0% | 0.00% | – |
| ARE | New | ALEXANDRIA REAL ESTATE EQ INdomestic equities | $454 | – | 113 | +100.0% | 0.00% | – |
| KFRC | KFORCE INCdomestic equities | $241 | +24000.0% | 63 | 0.0% | 0.00% | – | |
| USB | Sell | US BANCORP DELdomestic equities | $407 | -56.0% | 33 | -8.3% | 0.00% | -96.4% |
| UFPI | Buy | UFP INDUSTRIES INCdomestic equities | $266 | +26500.0% | 97 | +22.8% | 0.00% | – |
| IIIN | Buy | INSTEEL INDS INCdomestic equities | $241 | +24000.0% | 31 | +10.7% | 0.00% | – |
| MGY | Sell | MAGNOLIA OIL & GAS CORPdomestic equities | $251 | +25000.0% | 21 | -4.5% | 0.00% | – |
| UGI | New | UGI CORP NEWdomestic equities | $230 | – | 27 | +100.0% | 0.00% | – |
| HCKT | Buy | HACKETT GROUP INCdomestic equities | $262 | +26100.0% | 22 | +22.2% | 0.00% | – |
| TWLO | New | TWILIO INCdomestic equities | $198 | – | 64 | +100.0% | 0.00% | – |
| KEY | Sell | KEYCORPdomestic equities | $322 | -92.6% | 9 | -30.8% | 0.00% | -99.3% |
| GPS | New | GAP INCdomestic equities | $445 | – | 9 | +100.0% | 0.00% | – |
| DAVA | Sell | ENDAVA PLCinternational equities | $235 | +5775.0% | 52 | -22.4% | 0.00% | – |
| TNET | Buy | TRINET GROUP INCdomestic equities | $230 | +22900.0% | 95 | +17.3% | 0.00% | – |
| ESNT | New | ESSENT GROUP LTDdomestic equities | $405 | – | 47 | +100.0% | 0.00% | – |
| FN | New | FABRINETdomestic equities | $520 | – | 130 | +100.0% | 0.00% | – |
| New | Franklin DynaTech VIP Fund | $498 | – | 36 | +100.0% | 0.00% | – | |
| AEIS | New | ADVANCED ENERGY INDSdomestic equities | $276 | – | 111 | +100.0% | 0.00% | – |
| KRTX | New | KARUNA THERAPEUTICS INCdomestic equities | $354 | – | 217 | +100.0% | 0.00% | – |
| TSRYY | Sell | TREASURY WINE ESTATES ADRinternational equities | $505 | +7114.3% | 7 | -22.2% | 0.00% | – |
| TDG | New | TRANSDIGM GROUP INCdomestic equities | $506 | – | 894 | +100.0% | 0.00% | – |
| MASI | New | MASIMO CORPdomestic equities | $451 | – | 165 | +100.0% | 0.00% | – |
| CRL | Buy | CHARLES RIV LABS INTL INCdomestic equities | $405 | +50.0% | 210 | +4.0% | 0.00% | -87.5% |
| MCFT | New | MASTERCRAFT BOAT HLDGS INCdomestic equities | $259 | – | 31 | +100.0% | 0.00% | – |
| MTDR | Buy | MATADOR RES COdomestic equities | $251 | +25000.0% | 52 | +8.3% | 0.00% | – |
| MTCH | New | MATCH GROUP INC NEWdomestic equities | $191 | – | 42 | +100.0% | 0.00% | – |
| MATX | Buy | MATSON INCdomestic equities | $245 | +24400.0% | 78 | +30.0% | 0.00% | – |
| ST | New | SENSATA TECHNOLOGIES HLDG PLdomestic equities | $261 | – | 45 | +100.0% | 0.00% | – |
| HUBG | Sell | HUB GROUP INCdomestic equities | $246 | +24500.0% | 80 | -4.8% | 0.00% | – |
| TR | New | TOOTSIE ROLL INDS INCdomestic equities | $360 | – | 35 | +100.0% | 0.00% | – |
| TT | New | TRANE TECHNOLOGIES PLCinternational equities | $305 | – | 191 | +100.0% | 0.00% | – |
| ASAN | New | ASANA INCdomestic equities | $248 | – | 22 | +100.0% | 0.00% | – |
| CRSP | New | CRISPR THERAPEUTICS AGinternational equities | $387 | – | 56 | +100.0% | 0.00% | – |
| GRMN | Buy | GARMIN LTDdomestic equities | $433 | +6085.7% | 171 | +155.2% | 0.00% | – |
| PSA | New | PUBLIC STORAGEdomestic equities | $256 | – | 292 | +100.0% | 0.00% | – |
| ATVI | New | ACTIVISION BLIZZARD INCdomestic equities | $451 | – | 84 | +100.0% | 0.00% | – |
| Sell | ADTRAN HOLDINGS INCdomestic equities | $399 | +81.4% | 11 | -31.2% | 0.00% | -85.7% | |
| ABG | New | ASBURY AUTOMOTIVE GROUP INCdomestic equities | $264 | – | 240 | +100.0% | 0.00% | – |
| RYI | Buy | RYERSON HLDG CORPdomestic equities | $259 | +25800.0% | 43 | +19.4% | 0.00% | – |
| ACIW | New | ACI WORLDWIDE INCdomestic equities | $336 | – | 23 | +100.0% | 0.00% | – |
| PODD | New | INSULET CORPdomestic equities | $469 | – | 288 | +100.0% | 0.00% | – |
| New | CASH ESCROW FOR FORMER MOBILEYE STOCKother alternatives | $228 | – | 63 | +100.0% | 0.00% | – | |
| ASTE | New | ASTEC INDS INCdomestic equities | $302 | – | 45 | +100.0% | 0.00% | – |
| TS | New | TENARIS S Adomestic equities | $210 | – | 30 | +100.0% | 0.00% | – |
| MIDD | New | MIDDLEBY CORPdomestic equities | $413 | – | 148 | +100.0% | 0.00% | – |
| HASI | New | HANNON ARMSTRONG SUST INFR Cdomestic equities | $258 | – | 25 | +100.0% | 0.00% | – |
| ASGN | New | ASGN INCdomestic equities | $316 | – | 76 | +100.0% | 0.00% | – |
| TDOC | New | TELADOC HEALTH INCdomestic equities | $229 | – | 25 | +100.0% | 0.00% | – |
| QRVO | New | QORVO INCdomestic equities | $377 | – | 102 | +100.0% | 0.00% | – |
| FNCL | New | FIDELITY COVINGTON TRUSTdomestic equities | $269 | – | 47 | +100.0% | 0.00% | – |
| ASC | Sell | ARDMORE SHIPPING CORPdomestic equities | $311 | -65.6% | 12 | -20.0% | 0.00% | -96.4% |
| SKT | New | TANGER FACTORY OUTLET CTRS Idomestic equities | $193 | – | 22 | +100.0% | 0.00% | – |
| ABM | New | ABM INDS INCdomestic equities | $243 | – | 43 | +100.0% | 0.00% | – |
| MAXN | New | MAXEON SOLAR TECHNOLOGIES LTdomestic equities | $203 | – | 28 | +100.0% | 0.00% | – |
| JKS | New | JINKOSOLAR HLDG CO LTDdomestic equities | $515 | – | 44 | +100.0% | 0.00% | – |
| CVCO | Sell | CAVCO INDS INC DELdomestic equities | $247 | +24600.0% | 295 | -7.2% | 0.00% | – |
| TTDKY | Buy | TDK ORDinternational equities | $209 | -64.5% | 39 | +8.3% | 0.00% | -94.4% |
| MNST | Buy | MONSTER BEVERAGE CORP NEWdomestic equities | $185 | -20.6% | 57 | +5.6% | 0.00% | -85.7% |
| AN | Buy | AUTONATION INCdomestic equities | $255 | +25400.0% | 165 | +23.1% | 0.00% | – |
| IDCC | New | INTERDIGITAL INCdomestic equities | $250 | – | 97 | +100.0% | 0.00% | – |
| MORN | New | MORNINGSTAR INCdomestic equities | $541 | – | 196 | +100.0% | 0.00% | – |
| SYNA | New | SYNAPTICS INCdomestic equities | $529 | – | 85 | +100.0% | 0.00% | – |
| MORGAN STANLEY FINANCE LLC. NOTE INDEX LNKDnote index lnkd | $264 | -1.9% | 300 | 0.0% | 0.00% | -87.5% | ||
| MORGAN STANLEY FINANCE LLC. NOTE INDEX LNKDnote index lnkd | $191 | -4.0% | 200 | 0.0% | 0.00% | -83.3% | ||
| Buy | ENACT HLDGS INCdomestic equities | $231 | +23000.0% | 25 | +8.7% | 0.00% | – | |
| LCTU | Buy | BLACKROCK ETF TRUSTus carbon transition readin | $246 | +8.8% | 5,038 | +1.1% | 0.00% | -85.7% |
| MHGVY | New | MOWI ASA SPONSORED ADRinternational equities | $376 | – | 16 | +100.0% | 0.00% | – |
| IWV | ISHARES TRrussell 3000 etf | $258 | +7.5% | 1,013 | 0.0% | 0.00% | -85.7% | |
| MUSA | Buy | MURPHY USA INCdomestic equities | $251 | +25000.0% | 311 | +20.5% | 0.00% | – |
| CTLT | Sell | CATALENT INCdomestic equities | $280 | +19.7% | 43 | -34.8% | 0.00% | -85.7% |
| NET | New | CLOUDFLARE INCdomestic equities | $269 | – | 65 | +100.0% | 0.00% | – |
| NGVC | New | NATURAL GROCERS BY VITAMIN Cdomestic equities | $258 | – | 12 | +100.0% | 0.00% | – |
| DISH | New | DISH NETWORK CORPORATIONdomestic equities | $279 | – | 7 | +100.0% | 0.00% | – |
| SCS | New | STEELCASE INCdomestic equities | $291 | – | 8 | +100.0% | 0.00% | – |
| TAST | New | CARROLS RESTAURANT GROUP INCdomestic equities | $270 | – | 5 | +100.0% | 0.00% | – |
| KMX | New | CARMAX INCdomestic equities | $199 | – | 84 | +100.0% | 0.00% | – |
| STT | New | STATE STR CORPdomestic equities | $410 | – | 73 | +100.0% | 0.00% | – |
| NJR | New | NEW JERSEY RES CORPdomestic equities | $243 | – | 47 | +100.0% | 0.00% | – |
| SPXS | New | DIREXION SHS ETF TRunclassified | $459 | – | 14 | +100.0% | 0.00% | – |
| NYCB | New | NEW YORK CMNTY BANCORP INCdomestic equities | $250 | – | 11 | +100.0% | 0.00% | – |
| STWD | New | STARWOOD PPTY TR INCdomestic equities | $290 | – | 19 | +100.0% | 0.00% | – |
| NXST | Sell | NEXSTAR MEDIA GROUP INCdomestic equities | $243 | +24200.0% | 167 | -3.5% | 0.00% | – |
| NXGN | Sell | NEXTGEN HEALTHCARE INCdomestic equities | $497 | -76.1% | 16 | -5.9% | 0.00% | -98.4% |
| COF | Buy | CAPITAL ONE FINL CORPdomestic equities | $207 | +4040.0% | 164 | +198.2% | 0.00% | – |
| SFM | New | SPROUTS FMRS MKT INCdomestic equities | $251 | – | 37 | +100.0% | 0.00% | – |
| RBB FD INCmotley fool global opportun | $228 | +4.1% | 8,546 | 0.0% | 0.00% | -85.7% | ||
| SOUHY | New | SOUTH32 ADRinternational equities | $508 | – | 13 | +100.0% | 0.00% | – |
| COLL | New | COLLEGIUM PHARMACEUTICAL INCdomestic equities | $237 | – | 21 | +100.0% | 0.00% | – |
| FTSM | Sell | FIRST TR EXCHANGE-TRADED FD | $273 | +25.2% | 59 | -1.7% | 0.00% | -85.7% |
| CSIQ | New | CANADIAN SOLAR INCdomestic equities | $276 | – | 39 | +100.0% | 0.00% | – |
| SEDG | New | SOLAREDGE TECHNOLOGIES INCinternational equities | $283 | – | 269 | +100.0% | 0.00% | – |
| GDEN | New | GOLDEN ENTMT INCdomestic equities | $520 | – | 42 | +100.0% | 0.00% | – |
| DDS | Buy | DILLARDS INCdomestic equities | $236 | +23500.0% | 326 | +5.8% | 0.00% | – |
| RLI | Buy | RLI CORPdomestic equities | $253 | +25200.0% | 136 | +2.3% | 0.00% | – |
| CZR | New | CAESARS ENTERTAINMENT INC NEdomestic equities | $334 | – | 51 | +100.0% | 0.00% | – |
| HPE | Buy | HEWLETT PACKARD ENTERPRISE Cdomestic equities | $196 | -2.5% | 17 | +6.2% | 0.00% | -83.3% |
| SKY | Sell | SKYLINE CHAMPION CORPORATIONdomestic equities | $245 | +24400.0% | 65 | -13.3% | 0.00% | – |
| PGX | INVESCO EXCH TRADED FD TR IIpreferred stock | $343 | -94.7% | 1,511 | 0.0% | 0.00% | -99.5% | |
| SDG | Buy | ISHARES TRmsci gbl sustainable deve | $405 | +4.1% | 5,121 | +4.1% | 0.00% | -91.7% |
| FCNCA | New | FIRST CTZNS BANCSHARES INC Ndomestic equities | $406 | – | 1,283 | +100.0% | 0.00% | – |
| CMA | New | COMERICA INCdomestic equities | $221 | – | 42 | +100.0% | 0.00% | – |
| CMC | Buy | COMMERCIAL METALS COdomestic equities | $310 | +30900.0% | 53 | +8.2% | 0.00% | – |
| NOW | New | SERVICENOW INC | $220 | – | 391 | +100.0% | 0.00% | – |
| SUSC | Buy | ISHARES TResg aware usd corporate bon | $443 | +6.2% | 19,499 | +6.8% | 0.00% | -92.3% |
| BSJS | New | INVESCO EXCH TRD SLF IDX FD | $540 | – | 21 | +100.0% | 0.00% | – |
| CMS | New | CMS ENERGY CORPdomestic equities | $376 | – | 59 | +100.0% | 0.00% | – |
| BSJR | New | INVESCO EXCH TRD SLF IDX FDdomestic equities | $545 | – | 22 | +100.0% | 0.00% | – |
| OMRNY | New | OMRON ADRinternational equities | $519 | – | 61 | +100.0% | 0.00% | – |
| BSJQ | New | INVESCO EXCH TRD SLF IDX FDhigh yield | $546 | – | 23 | +100.0% | 0.00% | – |
| EVBG | Sell | EVERBRIDGE INCdomestic equities | $456 | +45500.0% | 27 | -22.9% | 0.00% | – |
| IRTC | New | IRHYTHM TECHNOLOGIES INCdomestic equities | $192 | – | 104 | +100.0% | 0.00% | – |
| BSJP | New | INVESCO EXCH TRD SLF IDX FD | $549 | – | 23 | +100.0% | 0.00% | – |
| BNP PARIBAS NOTE CONV INDEX LNKDnote conv index lnkd | $461 | +2.9% | 450 | 0.0% | 0.00% | -92.9% | ||
| DPSGY | New | DEUTSCHE POST ADRinternational equities | $347 | – | 49 | +100.0% | 0.00% | – |
| OGN | Sell | ORGANON & COdomestic equities | $258 | +25700.0% | 33 | -8.3% | 0.00% | – |
| BSJN | INVESCO EXCH TRD SLF IDX FDhigh yield | $335 | -93.2% | 24 | 0.0% | 0.00% | -99.3% | |
| DTEGY | Sell | DEUTSCHE TELEKOM ORDinternational equities | $472 | +926.1% | 22 | -8.3% | 0.00% | 0.0% |
| ROKU | New | ROKU INCdomestic equities | $238 | – | 64 | +100.0% | 0.00% | – |
| PBF | Sell | PBF ENERGY INCdomestic equities | $244 | +24300.0% | 41 | -4.7% | 0.00% | – |
| BKH | New | BLACK HILLS CORPdomestic equities | $419 | – | 60 | +100.0% | 0.00% | – |
| PCG | New | PG&E CORPdomestic equities | $302 | – | 17 | +100.0% | 0.00% | – |
| PJT | Sell | PJT PARTNERS INCdomestic equities | $231 | +23000.0% | 70 | -2.8% | 0.00% | – |
| BNP PARIBAS NOTE CONV INDEX LNKDnote conv index lnkd | $191 | -3.0% | 200 | 0.0% | 0.00% | -83.3% | ||
| IYE | Buy | ISHARES TRu.s. energy etf | $276 | +3842.9% | 6,448 | +3627.2% | 0.00% | – |
| IRM | New | IRON MTN INC DELdomestic equities | $362 | – | 57 | +100.0% | 0.00% | – |
| SGEN | New | SEAGEN INCdomestic equities | $375 | – | 192 | +100.0% | 0.00% | – |
| SE | New | SEA LTDdomestic equities | $439 | – | 58 | +100.0% | 0.00% | – |
| GT | New | GOODYEAR TIRE & RUBR COdomestic equities | $241 | – | 14 | +100.0% | 0.00% | – |
| PACB | Buy | PACIFIC BIOSCIENCES CALIF INdomestic equities | $289 | +3512.5% | 13 | +8.3% | 0.00% | – |
| DAL | Buy | DELTA AIR LINES INC DELdomestic equities | $430 | +405.9% | 48 | +37.1% | 0.00% | -66.7% |
| BNP PARIBAS NOTE CONV INDEX LNKDnote conv index lnkd | $455 | +2.5% | 450 | 0.0% | 0.00% | -92.9% | ||
| BNP PARIBAS BDSbds | $204 | +2.5% | 200 | 0.0% | 0.00% | -83.3% | ||
| BNP PARIBAS NOTE CONV INDEX LNKDnote conv index lnkd | $238 | +3.5% | 234 | 0.0% | 0.00% | -85.7% | ||
| PATK | New | PATRICK INDS INCdomestic equities | $253 | – | 80 | +100.0% | 0.00% | – |
| PTEN | New | PATTERSON-UTI ENERGY INCdomestic equities | $376 | – | 12 | +100.0% | 0.00% | – |
| EWP | Exit | ISHARES INCinternational equities | $0 | – | -28 | -100.0% | 0.00% | – |
| FS KKR CAPITAL CORP NOTE M/W CLBLnote m/w clbl | $9 | 0.0% | 10 | 0.0% | 0.00% | – | ||
| FSLY | New | FASTLY INCdomestic equities | $83 | – | 16 | +100.0% | 0.00% | – |
| FED NATIONAL MTG ASSN MBS 303585mbs 303585 | $0 | – | 10 | 0.0% | 0.00% | – | ||
| FED NATIONAL MTG ASSN MBS 346951mbs 346951 | $0 | – | 10 | 0.0% | 0.00% | – | ||
| ESTRELLA MTN RANCH CMNTY FACS GO REF BDSgo ref bds | $10 | 0.0% | 10 | 0.0% | 0.00% | – | ||
| ESS | New | ESSEX PPTY TR INCdomestic equities | $37 | – | 234 | +100.0% | 0.00% | – |
| FITB | FIFTH THIRD BANCORP | $0 | – | 9 | 0.0% | 0.00% | – | |
| FGCO | FIN GRAVITY COMPANIES INC COM | $4 | -20.0% | 44,890 | 0.0% | 0.00% | – | |
| FRC | Sell | FIRST REP BK SAN FRANCISCO Cdomestic equities | $7 | -98.4% | 1 | -92.9% | 0.00% | -100.0% |
| FXN | New | FIRST TR EXCHANGE TRADED FDenergy alphadx etf | $17 | – | 1,100 | +100.0% | 0.00% | – |
| FTRI | New | FIRST TR EXCHANGE TRADED FDindxx nat re etf | $20 | – | 1,600 | +100.0% | 0.00% | – |
| FTXL | New | FIRST TR EXCHANGE-TRADED FDnasdq semcndtr etf | $21 | – | 300 | +100.0% | 0.00% | – |
| ENTERGY LOUISIANA LLC BOND M/W CLBLbond m/w clbl | $7 | 0.0% | 8 | 0.0% | 0.00% | – | ||
| ETR | New | ENTERGY CORP NEWdomestic equities | $10 | – | 97 | +100.0% | 0.00% | – |
| New | ENERGY VAULT HOLDINGS INCdomestic equities | $7 | – | 3 | +100.0% | 0.00% | – | |
| ERF | New | ENERPLUS CORPinternational equities | $91 | – | 14 | +100.0% | 0.00% | – |
| EHC | Buy | ENCOMPASS HEALTH CORPdomestic equities | $102 | -32.9% | 68 | +25.9% | 0.00% | -100.0% |
| FMS | New | FRESENIUS MED CARE AG&CO KGAinternational equities | $49 | – | 24 | +100.0% | 0.00% | – |
| GDS | New | GDS HLDGS LTDinternational equities | $3 | – | 11 | +100.0% | 0.00% | – |
| New | GOVERNMENT NATIONAL MTG ASSN MBS 780656mbs 780656 | $0 | – | 25 | +100.0% | 0.00% | – | |
| GIII | New | G III APPAREL GROUP LTDdomestic equities | $116 | – | 19 | +100.0% | 0.00% | – |
| GWG HOLDINGS INC BOND MTHLY IN DEFAULTbond mthly in default | $0 | – | 200 | 0.0% | 0.00% | – | ||
| New | GE HEALTHCARE TECHNOLOGIES I | $10 | – | 81 | +100.0% | 0.00% | – | |
| GENERAL ELECTRIC CO NOTEnote | $5 | 0.0% | 5 | 0.0% | 0.00% | – | ||
| GNPX | New | GENPREX INCdomestic equities | $51 | – | 1 | +100.0% | 0.00% | – |
| ENB | Sell | ENBRIDGE INCinternational equities | $60 | +2900.0% | 37 | -2.6% | 0.00% | – |
| GILEAD SCIENCES INC NOTE M/W CLBLnote m/w clbl | $2 | 0.0% | 2 | 0.0% | 0.00% | – | ||
| GILEAD SCIENCES INC NOTE M/W CLBLnote m/w clbl | $8 | 0.0% | 8 | 0.0% | 0.00% | – | ||
| GILEAD SCIENCES INC NOTE M/W CLBLnote m/w clbl | $2 | 0.0% | 2 | 0.0% | 0.00% | – | ||
| New | GINKGO BIOWORKS HOLDINGS INCinternational equities | $118 | – | 2 | +100.0% | 0.00% | – | |
| GLNCY | GLENCORE ADRinternational equities | $61 | +6000.0% | 11 | 0.0% | 0.00% | – | |
| MLPA | GLOBAL X FDSglbl x mlp etf | $16 | 0.0% | 375 | 0.0% | 0.00% | – | |
| QYLD | New | GLOBAL X FDSnasdaq 100 cover etf | $4 | – | 209 | +100.0% | 0.00% | – |
| DRIV | New | GLOBAL X FDSautonmous ev etf | $16 | – | 600 | +100.0% | 0.00% | – |
| EMR | EMERSON ELEC CO | $5 | 0.0% | 59 | 0.0% | 0.00% | – | |
| BOTZ | New | GLOBAL X FDSrbtcs artfl inte etf | $14 | – | 500 | +100.0% | 0.00% | – |
| New | GLOBAL X FDSsuperdividend etf | $15 | – | 666 | +100.0% | 0.00% | – | |
| GOLDMAN SACHS GROUP INC NOTE M/W CLBLnote m/w clbl | $2 | 0.0% | 2 | 0.0% | 0.00% | – | ||
| EBS | Sell | EMERGENT BIOSOLUTIONS INCdomestic equities | $107 | -37.4% | 7 | -30.0% | 0.00% | -100.0% |
| GOLDMAN SACHS GROUP INC NOTE M/W CLBLnote m/w clbl | $9 | 0.0% | 9 | 0.0% | 0.00% | – | ||
| GRVY | New | GRAVITY CO LTDinternational equities | $146 | – | 70 | +100.0% | 0.00% | – |
| ASR | Sell | GRUPO AEROPORTUARIO DEL SUREinternational equities | $137 | -96.7% | 278 | -9.2% | 0.00% | -100.0% |
| SUPV | Buy | GRUPO SUPERVIELLE S.A.international equities | $174 | -66.7% | 3 | +50.0% | 0.00% | -100.0% |
| GH | New | GUARDANT HEALTH INCdomestic equities | $30 | – | 36 | +100.0% | 0.00% | – |
| EA | New | ELECTRONIC ARTS INCdomestic equities | $130 | – | 130 | +100.0% | 0.00% | – |
| HAIN | New | HAIN CELESTIAL GROUP INCdomestic equities | $14 | – | 13 | +100.0% | 0.00% | – |
| New | HALEON PLCinternational equities | $40 | – | 8 | +100.0% | 0.00% | – | |
| EDIT | New | EDITAS MEDICINE INCdomestic equities | $9 | – | 8 | +100.0% | 0.00% | – |
| HAS | New | HASBRO INCdomestic equities | $18 | – | 65 | +100.0% | 0.00% | – |
| PEAK | New | HEALTHPEAK PROPERTIES INCdomestic equities | $160 | – | 20 | +100.0% | 0.00% | – |
| HEI | New | HEICO CORP NEWdomestic equities | $130 | – | 177 | +100.0% | 0.00% | – |
| Buy | HELLO GROUP INCinternational equities | $71 | +914.3% | 10 | +11.1% | 0.00% | – | |
| HRTG | New | HERITAGE INSURANCE HLDGS INCdomestic equities | $158 | – | 4 | +100.0% | 0.00% | – |
| HRTX | New | HERON THERAPEUTICS INCdomestic equities | $46 | – | 1 | +100.0% | 0.00% | – |
| ECL | Buy | ECOLAB INCdomestic equities | $163 | +757.9% | 302 | +162.6% | 0.00% | -100.0% |
| New | EBAY INC NOTE M/W CLBLnote m/w clbl | $11 | – | 10 | +100.0% | 0.00% | – | |
| HOME DEPOT INC NOTE M/W CLBLnote m/w clbl | $2 | 0.0% | 2 | 0.0% | 0.00% | – | ||
| HRL | New | HORMEL FOODS CORPdomestic equities | $143 | – | 40 | +100.0% | 0.00% | – |
| EBAY | Buy | EBAY INC.domestic equities | $27 | -84.6% | 45 | +2.3% | 0.00% | -100.0% |
| HUBS | New | HUBSPOT INCdomestic equities | $178 | – | 532 | +100.0% | 0.00% | – |
| HPP | New | HUDSON PAC PPTYS INCdomestic equities | $171 | – | 4 | +100.0% | 0.00% | – |
| HBAN | New | HUNTINGTON BANCSHARES INCdomestic equities | $104 | – | 11 | +100.0% | 0.00% | – |
| IAC | New | IAC INCdomestic equities | $69 | – | 63 | +100.0% | 0.00% | – |
| ITT | New | ITT INCdomestic equities | $167 | – | 93 | +100.0% | 0.00% | – |
| ILLINOIS SPORTS FACS AUTH REF BDS REV CLBLref bds rev clbl | $10 | 0.0% | 10 | 0.0% | 0.00% | – | ||
| IBRX | New | IMMUNITYBIO INCdomestic equities | $26 | – | 3 | +100.0% | 0.00% | – |
| IDCBY | INDUSTRIAL COMMERCIAL BANK OF CH ADRinternational equities | $69 | +200.0% | 11 | 0.0% | 0.00% | -100.0% | |
| INBX | New | INHIBRX INCdomestic equities | $40 | – | 26 | +100.0% | 0.00% | – |
| IOSP | New | INNOSPEC INCdomestic equities | $134 | – | 100 | +100.0% | 0.00% | – |
| INO | Sell | INOVIO PHARMACEUTICALS INCdomestic equities | $17 | +13.3% | 0 | -100.0% | 0.00% | – |
| DUKE ENERGY CAROLINAS LLC BOND M/W CLBLbond m/w clbl | $7 | 0.0% | 8 | 0.0% | 0.00% | – | ||
| NTLA | New | INTELLIA THERAPEUTICS INCdomestic equities | $22 | – | 41 | +100.0% | 0.00% | – |
| TILE | New | INTERFACE INCdomestic equities | $107 | – | 9 | +100.0% | 0.00% | – |
| IP | Sell | INTERNATIONAL PAPER CO | $0 | -100.0% | 1 | -97.3% | 0.00% | -100.0% |
| DORCHESTER CNTY S C SCH DIST N GO BDSgo bds | $10 | 0.0% | 10 | 0.0% | 0.00% | – | ||
| QQQ | New | INVESCO QQQ TRdomestic equities | $82 | – | 369 | +100.0% | 0.00% | – |
| ITCI | New | INTRA-CELLULAR THERAPIES INCdomestic equities | $91 | – | 63 | +100.0% | 0.00% | – |
| DOCU | New | DOCUSIGN INCdomestic equities | $96 | – | 51 | +100.0% | 0.00% | – |
| SPHQ | New | INVESCO EXCHANGE TRADED FD Ts&p500 quality etf | $30 | – | 600 | +100.0% | 0.00% | – |
| TZA | New | DIREXION SHS ETF TRother | $105 | – | 26 | +100.0% | 0.00% | – |
| New | DIMENSIONAL ETF TRUSTus marketwide value etf | $16 | – | 462 | +100.0% | 0.00% | – | |
| DFAT | New | DIMENSIONAL ETF TRUSTus targeted value etf | $10 | – | 226 | +100.0% | 0.00% | – |
| DFUS | New | DIMENSIONAL ETF TRUSTus equity etf | $7 | – | 141 | +100.0% | 0.00% | – |
| DFAE | Buy | DIMENSIONAL ETF TRUSTemerging core equity mrkt | $143 | +2.1% | 6,100 | +0.3% | 0.00% | -100.0% |
| APPS | New | DIGITAL TURBINE INCdomestic equities | $115 | – | 9 | +100.0% | 0.00% | – |
| DRH | New | DIAMONDROCK HOSPITALITY COdomestic equities | $147 | – | 8 | +100.0% | 0.00% | – |
| RWL | New | INVESCO EXCH TRADED FD TR IIs&p 500 revenue etf | $32 | – | 400 | +100.0% | 0.00% | – |
| DBO | New | INVESCO DB MULTI-SECTOR COMM | $108 | – | 14 | +100.0% | 0.00% | – |
| NVTA | Buy | INVITAE CORPdomestic equities | $12 | +140.0% | 3,892 | +0.0% | 0.00% | – |
| EEMV | Sell | ISHARES INCmsci emerging markets min v | $6 | -40.0% | 109 | -36.6% | 0.00% | – |
| DFNL | New | DAVIS FUNDAMENTAL ETF TRdomestic equities | $124 | – | 27 | +100.0% | 0.00% | – |
| DDOG | New | DATADOG INCdomestic equities | $57 | – | 98 | +100.0% | 0.00% | – |
| IXN | Buy | ISHARES TRglobal tech etf | $153 | -80.8% | 94 | +9.3% | 0.00% | -100.0% |
| IVW | New | ISHARES TRs&p 500 grwt etf | $10 | – | 145 | +100.0% | 0.00% | – |
| IXJ | Buy | ISHARES TRdomestic equities | $57 | -91.1% | 85 | +2.4% | 0.00% | -100.0% |
| IXG | ISHARES TRglobal finls etf | $2 | 0.0% | 22 | 0.0% | 0.00% | – | |
| DQ | New | DAQO NEW ENERGY CORPinternational equities | $27 | – | 40 | +100.0% | 0.00% | – |
| IVE | New | ISHARES TRs&p 500 val etf | $25 | – | 157 | +100.0% | 0.00% | – |
| DTM | Buy | DT MIDSTREAM INCdomestic equities | $109 | +3533.3% | 50 | +2.0% | 0.00% | – |
| IWR | ISHARES TRrus mid cap etf | $24 | 0.0% | 334 | 0.0% | 0.00% | -100.0% | |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $104 | +36.8% | 399 | +32.1% | 0.00% | -100.0% |
| IWD | ISHARES TRrus 1000 val etf | $46 | +4.5% | 290 | 0.0% | 0.00% | -100.0% | |
| IJK | New | ISHARES TRs&p mc 400gr etf | $3 | – | 45 | +100.0% | 0.00% | – |
| IWF | ISHARES TRrus 1000 grw etf | $115 | +12.7% | 417 | 0.0% | 0.00% | -100.0% | |
| IWB | Sell | ISHARES TRrus 1000 etf | $27 | -97.2% | 112 | -66.8% | 0.00% | -100.0% |
| IWO | ISHARES TRrus 2000 grw etf | $10 | +11.1% | 41 | 0.0% | 0.00% | – | |
| IWM | Sell | ISHARES TRrussell 2000 etf | $117 | -87.1% | 626 | -16.3% | 0.00% | -100.0% |
| IJJ | New | ISHARES TRs&p mc 400vl etf | $4 | – | 34 | +100.0% | 0.00% | – |
| IJS | New | ISHARES TRsp smcp600vl etf | $108 | – | 1,133 | +100.0% | 0.00% | – |
| ACWI | Sell | ISHARES TRmsci acwi etf | $31 | +6.9% | 322 | -0.3% | 0.00% | -100.0% |
| CPG | New | CRESCENT PT ENERGY CORPdomestic equities | $75 | – | 7 | +100.0% | 0.00% | – |
| DSI | ISHARES TRmsci kld400 soc etf | $146 | +7.4% | 1,735 | 0.0% | 0.00% | -100.0% | |
| USIG | ISHARES TRbroad usd invt grd corp bd etf | $1 | 0.0% | 11 | 0.0% | 0.00% | – | |
| CREDIT SUISSE AG LONDON BRANCH NOTE INDEX LNKDnote index lnkd | $45 | +2.3% | 50 | 0.0% | 0.00% | -100.0% | ||
| CREDIT SUISSE AG LONDON BRANCH NOTE INDEX LNKDnote index lnkd | $91 | +4.6% | 100 | 0.0% | 0.00% | -100.0% | ||
| CSGP | New | COSTAR GROUP INCdomestic equities | $181 | – | 89 | +100.0% | 0.00% | – |
| HDV | Sell | ISHARES TRcore high dv etf | $0 | -100.0% | 3 | -90.0% | 0.00% | – |
| COMT | ISHARES U S ETF TR | $2 | 0.0% | 61 | 0.0% | 0.00% | – | |
| VLUE | ISHARES TRmsci usa value factor etf | $2 | 0.0% | 19 | 0.0% | 0.00% | – | |
| ESGE | Buy | ISHARES INCesg aware msci em etf | $61 | +15.1% | 1,922 | +5.7% | 0.00% | -100.0% |
| SBS | New | COMPANHIA DE SANEAMENTO BASIinternational equities | $67 | – | 12 | +100.0% | 0.00% | – |
| CMWAY | Buy | COMMONWEALTH BANK OF AUSTRALIA S ADRinternational equities | $65 | +6400.0% | 67 | +1.5% | 0.00% | – |
| SUSB | Buy | ISHARES TResg aware 1 to 5 year usd c | $35 | +2.9% | 1,481 | +5.6% | 0.00% | -100.0% |
| ESGD | Buy | ISHARES TResg aware msci eafe etf | $89 | +1.1% | 1,227 | +1.2% | 0.00% | -100.0% |
| COMCAST CORP NOTE M/W CLBLnote m/w clbl | $3 | 0.0% | 3 | 0.0% | 0.00% | – | ||
| EAGG | Buy | ISHARES TResg aware us aggregate bond | $34 | 0.0% | 731 | +3.1% | 0.00% | -100.0% |
| ESML | Buy | ISHARES TResg aware msci usa sml cap | $167 | +3.7% | 4,714 | +0.8% | 0.00% | -100.0% |
| DMXF | ISHARES TResg advanced msci eafe etf | $33 | +3.1% | 539 | 0.0% | 0.00% | -100.0% | |
| ITRI | New | ITRON INCdomestic equities | $165 | – | 72 | +100.0% | 0.00% | – |
| AMJ | JPMORGAN CHASE & COetn 24/05/24 alerian mlp *clbl | $30 | +3.4% | 1,295 | 0.0% | 0.00% | -100.0% | |
| JP MORGAN CHASE & CO NOTE M/W CLBLnote m/w clbl | $2 | 0.0% | 2 | 0.0% | 0.00% | – | ||
| JEPI | New | J P MORGAN EXCHANGE TRADED F | $28 | – | 500 | +100.0% | 0.00% | – |
| CLEMSON UNIV S C HIGHER ED REV REV BDSrev bds | $11 | 0.0% | 10 | 0.0% | 0.00% | – | ||
| CWEN | New | CLEARWAY ENERGY INCdomestic equities | $102 | – | 29 | +100.0% | 0.00% | – |
| JBLU | New | JETBLUE AWYS CORPdomestic equities | $180 | – | 9 | +100.0% | 0.00% | – |
| JOHNSON & JOHNSON NOTE M/W CLBLnote m/w clbl | $8 | -11.1% | 9 | 0.0% | 0.00% | – | ||
| JPMORGAN CHASE BANK NA CD INDEX LNKDcd index lnkd | $46 | 0.0% | 50 | 0.0% | 0.00% | -100.0% | ||
| CLARK CNTY NEV GO LTD TAX DETENTION REV CLBLgo ltd tax detention rev clbl | $10 | -9.1% | 10 | 0.0% | 0.00% | – | ||
| KALV | New | KALVISTA PHARMACEUTICALS INCdomestic equities | $10 | – | 9 | +100.0% | 0.00% | – |
| KPTI | Sell | KARYOPHARM THERAPEUTICS INCdomestic equities | $25 | +212.5% | 2 | -50.0% | 0.00% | – |
| CFG | New | CITIZENS FINL GROUP INCdomestic equities | $8 | – | 26 | +100.0% | 0.00% | – |
| K | KELLOGG COdomestic equities | $129 | +4200.0% | 67 | 0.0% | 0.00% | – | |
| KRC | New | KILROY RLTY CORPdomestic equities | $176 | – | 30 | +100.0% | 0.00% | – |
| KIM | New | KIMCO RLTY CORPdomestic equities | $151 | – | 20 | +100.0% | 0.00% | – |
| CITIGRP GLOBAL MKTS HLDGS INC NOTE INDEX LNKDnote index lnkd | $74 | 0.0% | 80 | 0.0% | 0.00% | -100.0% | ||
| KOD | Buy | KODIAK SCIENCES INCdomestic equities | $5 | +150.0% | 7 | +16.7% | 0.00% | – |
| PHG | Sell | KONINKLIJKE PHILIPS N Vadr sponsored | $0 | -100.0% | 2 | -90.0% | 0.00% | – |
| CITIGRP GLOBAL MKTS HLDGS INC NOTE INDEX LNKDnote index lnkd | $88 | 0.0% | 100 | 0.0% | 0.00% | -100.0% | ||
| CITIGRP GLOBAL MKTS HLDGS INC NOTE INDEX LNKDnote index lnkd | $43 | +2.4% | 50 | 0.0% | 0.00% | -100.0% | ||
| KYMR | New | KYMERA THERAPEUTICS INCdomestic equities | $49 | – | 23 | +100.0% | 0.00% | – |
| CITIBANK NA CD INDEX LNKDcd index lnkd | $95 | +1.1% | 100 | 0.0% | 0.00% | -100.0% | ||
| New | LI-CYCLE HOLDINGS CORPinternational equities | $18 | – | 6 | +100.0% | 0.00% | – | |
| CITIBANK NA CDcd | $47 | 0.0% | 50 | 0.0% | 0.00% | -100.0% | ||
| CISCO SYSTEMS INC NOTE M/W CLBLnote m/w clbl | $2 | 0.0% | 2 | 0.0% | 0.00% | – | ||
| CISCO SYSTEMS INC NOTE M/W CLBLnote m/w clbl | $10 | 0.0% | 10 | 0.0% | 0.00% | – | ||
| LANCASTER CNTY S C SCH DIST GO BDSgo bds | $10 | 0.0% | 10 | 0.0% | 0.00% | – | ||
| EL | New | LAUDER ESTEE COS INCdomestic equities | $51 | – | 196 | +100.0% | 0.00% | – |
| LEHMAN BROTHERS HOLDING INC ESCROWescrow | $0 | – | 16 | 0.0% | 0.00% | – | ||
| CINF | New | CINCINNATI FINL CORP | $3 | – | 35 | +100.0% | 0.00% | – |
| LSI | Buy | LIFE STORAGE INCdomestic equities | $133 | +4333.3% | 133 | +1.5% | 0.00% | – |
| LNC | Buy | LINCOLN NATL CORP INDdomestic equities | $78 | -98.2% | 26 | +18.2% | 0.00% | -100.0% |
| CICHY | CHINA CONSTRUCTION BANK ADRinternational equities | $69 | +176.0% | 13 | 0.0% | 0.00% | -100.0% | |
| LOUISIANA LOC GOVT ENVIRONMENT REV REF BDSrev ref bds | $10 | 0.0% | 10 | 0.0% | 0.00% | – | ||
| CHWY | New | CHEWY INCdomestic equities | $34 | – | 39 | +100.0% | 0.00% | – |
| LUMN | New | LUMEN TECHNOLOGIES INCdomestic equities | $7 | – | 2 | +100.0% | 0.00% | – |
| LITE | New | LUMENTUM HLDGS INCdomestic equities | $27 | – | 57 | +100.0% | 0.00% | – |
| CHESAPEAKE OILFIELD OPER LLC ESCROWescrow | $0 | – | 41 | 0.0% | 0.00% | – | ||
| MAC | New | MACERICH COdomestic equities | $151 | – | 11 | +100.0% | 0.00% | – |
| MGNX | Sell | MACROGENICS INCdomestic equities | $13 | +225.0% | 5 | -28.6% | 0.00% | – |
| MMP | MAGELLAN MIDSTREAM PRTNRS LP | $19 | +18.8% | 300 | 0.0% | 0.00% | – | |
| CLDT | New | CHATHAM LODGING TRdomestic equities | $121 | – | 9 | +100.0% | 0.00% | – |
| MRVL | New | MARVELL TECHNOLOGY INCdomestic equities | $47 | – | 60 | +100.0% | 0.00% | – |
| CHPT | New | CHARGEPOINT HOLDINGS INCdomestic equities | $54 | – | 9 | +100.0% | 0.00% | – |
| CSR | New | CENTERSPACEdomestic equities | $100 | – | 61 | +100.0% | 0.00% | – |
| CVE | New | CENOVUS ENERGY INCinternational equities | $80 | – | 17 | +100.0% | 0.00% | – |
| MICROSOFT CORP NOTE M/W CLBLnote m/w clbl | $7 | 0.0% | 7 | 0.0% | 0.00% | – | ||
| MLHR | New | MILLERKNOLL INCdomestic equities | $16 | – | 15 | +100.0% | 0.00% | – |
| MRTX | Sell | MIRATI THERAPEUTICS INCdomestic equities | $10 | +66.7% | 36 | -2.7% | 0.00% | – |
| CLLS | CELLECTIS S Ainternational equities | $2 | -90.5% | 2 | 0.0% | 0.00% | -100.0% | |
| New | MOBILEYE GLOBAL INCdomestic equities | $67 | – | 38 | +100.0% | 0.00% | – | |
| TAP | MOLSON COORS BEVERAGE CO | $0 | – | 2 | 0.0% | 0.00% | – | |
| MPWR | New | MONOLITHIC PWR SYS INCdomestic equities | $57 | – | 540 | +100.0% | 0.00% | – |
| MORGAN STANLEY NOTE M/W CLBLnote m/w clbl | $6 | 0.0% | 6 | 0.0% | 0.00% | – | ||
| MORGAN STANLEY NOTE M/W CLBLnote m/w clbl | $5 | 0.0% | 5 | 0.0% | 0.00% | – | ||
| New | MORGAN STANLEY FINANCE LLC VAR CMTZ 06/05/27 USD10 CLBLvar cmtz 06/05/27 usd10 clbl | $15 | – | 1,500 | +100.0% | 0.00% | – | |
| MORGAN STANLEY FINANCE LLC. NOTE INDEX LNKDnote index lnkd | $169 | -1.7% | 200 | 0.0% | 0.00% | -100.0% | ||
| MORGAN STANLEY BANK NATIONAL A CD INDEX LNKDcd index lnkd | $38 | -2.6% | 40 | 0.0% | 0.00% | -100.0% | ||
| MORGAN STANLEY FINANCE LLC. NOTE INDEX LNKDnote index lnkd | $97 | -3.0% | 100 | 0.0% | 0.00% | -100.0% | ||
| MORGAN STANLEY FINANCE LLC. NOTE INDEX LNKDnote index lnkd | $40 | -4.8% | 40 | 0.0% | 0.00% | -100.0% | ||
| MOR | New | MORPHOSYS AGinternational equities | $3 | – | 7 | +100.0% | 0.00% | – |
| MYHI | MOUNTAIN HIGH ACQUISITIONS COM | $0 | – | 700 | 0.0% | 0.00% | – | |
| MWA | New | MUELLER WTR PRODS INCdomestic equities | $38 | – | 16 | +100.0% | 0.00% | – |
| NIO | New | NIO INCdomestic equities | $27 | – | 10 | +100.0% | 0.00% | – |
| NSTG | New | NANOSTRING TECHNOLOGIES INCdomestic equities | $7 | – | 4 | +100.0% | 0.00% | – |
| NTRA | New | NATERA INCdomestic equities | $62 | – | 49 | +100.0% | 0.00% | – |
| NATIONAL RURAL UTILITIES COOPE NOTE MTHLYnote mthly | $7 | 0.0% | 8 | 0.0% | 0.00% | – | ||
| NATIONAL RURAL UTILITIES COOPE NOTE MTHLYnote mthly | $9 | 0.0% | 10 | 0.0% | 0.00% | – | ||
| NKTR | New | NEKTAR THERAPEUTICSdomestic equities | $46 | – | 1 | +100.0% | 0.00% | – |
| NEO | Sell | NEOGENOMICS INC | $0 | -100.0% | 6 | -73.9% | 0.00% | -100.0% |
| New | CARIBOU BIOSCIENCES INCdomestic equities | $4 | – | 4 | +100.0% | 0.00% | – | |
| New | NEW MEXICO FIN AUTH SR LIEN PUB PROJ REVOLVIN CLBLsr lien pub proj revolvin clbl | $26 | – | 25 | +100.0% | 0.00% | – | |
| NRZ | New | RITHM CAPITAL CORPdomestic equities | $133 | – | 9 | +100.0% | 0.00% | – |
| CRDF | New | CARDIFF ONCOLOGY INCdomestic equities | $2 | – | 1 | +100.0% | 0.00% | – |
| GOEV | New | CANOO INCdomestic equities | $4 | – | 0 | +100.0% | 0.00% | – |
| NSC | New | NORFOLK SOUTHN CORPdomestic equities | $136 | – | 247 | +100.0% | 0.00% | – |
| CAJ | New | CANON ADR REP ORDinternational equities | $114 | – | 26 | +100.0% | 0.00% | – |
| CNQ | New | CANADIAN NAT RES LTDinternational equities | $99 | – | 56 | +100.0% | 0.00% | – |
| CNI | Buy | CANADIAN NATL RY COinternational equities | $67 | +6600.0% | 121 | +2.5% | 0.00% | – |
| CALIFORNIA STATE GO BDSgo bds | $5 | 0.0% | 5 | 0.0% | 0.00% | – | ||
| CALIFORNIA STATE GO BDS CLBLgo bds clbl | $20 | 0.0% | 20 | 0.0% | 0.00% | -100.0% | ||
| NOG | New | NORTHERN OIL & GAS INCdomestic equities | $13 | – | 34 | +100.0% | 0.00% | – |
| NORTHROP GRUMMAN CORP NOTE M/W CLBLnote m/w clbl | $9 | -10.0% | 10 | 0.0% | 0.00% | – | ||
| NVAX | NOVAVAX INCdomestic equities | $64 | +1500.0% | 7 | 0.0% | 0.00% | – | |
| CVBF | Sell | CVB FINL CORPdomestic equities | $61 | +2950.0% | 13 | -23.5% | 0.00% | – |
| CNX | New | CNX RES CORPdomestic equities | $91 | – | 18 | +100.0% | 0.00% | – |
| New | NUVALENT INCdomestic equities | $44 | – | 42 | +100.0% | 0.00% | – | |
| JPS | NUVEEN PFD & INCOME SECS FD | $59 | -1.7% | 9,325 | 0.0% | 0.00% | -100.0% | |
| NTR | Buy | NUTRIEN LTDdomestic equities | $65 | +6400.0% | 66 | +842.9% | 0.00% | – |
| O FALLON ILL CMNTY CONS SCH DI GO BDSgo bds | $31 | 0.0% | 30 | 0.0% | 0.00% | -100.0% | ||
| OCUL | New | OCULAR THERAPEUTIX INCdomestic equities | $11 | – | 5 | +100.0% | 0.00% | – |
| ONB | New | OLD NATL BANCORP INDdomestic equities | $112 | – | 14 | +100.0% | 0.00% | – |
| CF | New | CF INDS HLDGS INCdomestic equities | $16 | – | 69 | +100.0% | 0.00% | – |
| OKE | Buy | ONEOK INC NEWdomestic equities | $30 | +400.0% | 162 | +62.0% | 0.00% | – |
| OPRA | Buy | OPERA LTDinternational equities | $137 | -21.7% | 20 | +100.0% | 0.00% | -100.0% |
| OPK | New | OPKO HEALTH INCdomestic equities | $128 | – | 2 | +100.0% | 0.00% | – |
| ORACLE CORP NOTE M/W CLBLnote m/w clbl | $3 | 0.0% | 3 | 0.0% | 0.00% | – | ||
| ORACLE CORP NOTE M/W CLBLnote m/w clbl | $7 | 0.0% | 8 | 0.0% | 0.00% | – | ||
| ORAN | ORANGEinternational equities | $14 | -99.7% | 12 | 0.0% | 0.00% | -100.0% | |
| IX | New | ORIX CORPinternational equities | $182 | – | 91 | +100.0% | 0.00% | – |
| ORA | New | ORMAT TECHNOLOGIES INCdomestic equities | $33 | – | 80 | +100.0% | 0.00% | – |
| OTTR | New | OTTER TAIL CORPdomestic equities | $143 | – | 79 | +100.0% | 0.00% | – |
| PDLI | New | PDL BIOPHARMA ORDdomestic equities | $0 | – | 0 | +100.0% | 0.00% | – |
| BC | New | BRUNSWICK CORPdomestic equities | $152 | – | 87 | +100.0% | 0.00% | – |
| BRO | Buy | BROWN & BROWN INCdomestic equities | $180 | -47.7% | 69 | +21.1% | 0.00% | -100.0% |
| BRKS | New | AZENTA INCdomestic equities | $25 | – | 47 | +100.0% | 0.00% | – |
| Buy | BROOKFIELD ASSET MANAGMT LTDinternational equities | $19 | – | 33 | +1000.0% | 0.00% | – | |
| PACIFIC GAS & ELECTRIC CO BOND M/W CLBLbond m/w clbl | $5 | 0.0% | 5 | 0.0% | 0.00% | – | ||
| PLTR | New | PALANTIR TECHNOLOGIES INCdomestic equities | $29 | – | 15 | +100.0% | 0.00% | – |
| Buy | BROOKFIELD CORPinternational equities | $77 | – | 34 | +161.5% | 0.00% | – | |
| PAAS | New | PAN AMERN SILVER CORP | $49 | – | 15 | +100.0% | 0.00% | – |
| PRK | Sell | PARK NATL CORPdomestic equities | $94 | +3033.3% | 102 | -14.3% | 0.00% | – |
| PYPL | Buy | PAYPAL HLDGS INCdomestic equities | $71 | +1675.0% | 122 | +121.8% | 0.00% | – |
| BBIO | New | BRIDGEBIO PHARMA INCdomestic equities | $128 | – | 17 | +100.0% | 0.00% | – |
| PEPSICO INC NOTE M/W CLBLnote m/w clbl | $2 | 0.0% | 2 | 0.0% | 0.00% | – | ||
| PSNL | New | PERSONALIS INCdomestic equities | $8 | – | 2 | +100.0% | 0.00% | – |
| PTR | Buy | PETROCHINA ADRinternational equities | $0 | – | 0 | +100.0% | 0.00% | – |
| BOX | New | BOX INCdomestic equities | $46 | – | 29 | +100.0% | 0.00% | – |
| PPC | New | PILGRIMS PRIDE CORPdomestic equities | $160 | – | 21 | +100.0% | 0.00% | – |
| BXP | New | BOSTON PROPERTIES INCdomestic equities | $40 | – | 58 | +100.0% | 0.00% | – |
| New | PIMCO DYNAMIC BOND CLINSTL MF | $5 | – | 10 | +100.0% | 0.00% | – | |
| New | Allspring VT Opportunity Fund | $2 | – | 113 | +100.0% | 0.00% | – | |
| PINS | New | PINTEREST INCdomestic equities | $78 | – | 27 | +100.0% | 0.00% | – |
| PLUG | Buy | PLUG POWER INCdomestic equities | $173 | – | 19 | +46.2% | 0.00% | – |
| PBH | Sell | PRESTIGE CONSMR HEALTHCARE I | $0 | -100.0% | 1 | -98.4% | 0.00% | -100.0% |
| TROW | New | PRICE T ROWE GROUP INCdomestic equities | $97 | – | 112 | +100.0% | 0.00% | – |
| PRMW | New | PRIMO WATER CORPORATIONinternational equities | $34 | – | 13 | +100.0% | 0.00% | – |
| SDOW | Sell | PROSHARES TRother alternatives | $48 | -40.0% | 24 | -7.7% | 0.00% | -100.0% |
| New | PROSHARES TR IIother alternatives | $145 | – | 26 | +100.0% | 0.00% | – | |
| New | Delaware Ivy VIP Natural Resources | $176 | – | 13 | +100.0% | 0.00% | – | |
| PSEC | New | PROSPECT CAP CORPdomestic equities | $116 | – | 6 | +100.0% | 0.00% | – |
| PRLB | New | PROTO LABS INCdomestic equities | $13 | – | 35 | +100.0% | 0.00% | – |
| PTRA | New | PROTERRA INCinternational equities | $28 | – | 1 | +100.0% | 0.00% | – |
| PRU | New | PRUDENTIAL FINL INCdomestic equities | $40 | – | 88 | +100.0% | 0.00% | – |
| PUERTO RICO ELEC PWR AUTH PWR BDS REV CLBLbds rev clbl | $75 | 0.0% | 75 | 0.0% | 0.00% | -100.0% | ||
| QIWI | QIWI PLCinternational equities | $3 | -95.6% | 3 | 0.0% | 0.00% | -100.0% | |
| QS | New | QUANTUMSCAPE CORPdomestic equities | $58 | – | 8 | +100.0% | 0.00% | – |
| RMR | New | RMR GROUP INCreal estate | $132 | – | 23 | +100.0% | 0.00% | – |
| New | Franklin Income VIP Fund | $163 | – | 27 | +100.0% | 0.00% | – | |
| RPD | New | RAPID7 INCdomestic equities | $73 | – | 45 | +100.0% | 0.00% | – |
| RYN | New | RAYONIER INCdomestic equities | $148 | – | 31 | +100.0% | 0.00% | – |
| REALTY INCOME CORP NOTE M/W CLBLnote m/w clbl | $9 | 0.0% | 10 | 0.0% | 0.00% | – | ||
| RETA | Buy | REATA PHARMACEUTICALS INCdomestic equities | $50 | +257.1% | 102 | +12.1% | 0.00% | – |
| RXRX | New | RECURSION PHARMACEUTICALS INdomestic equities | $57 | – | 7 | +100.0% | 0.00% | – |
| BX | New | BLACKSTONE INC | $1 | – | 8 | +100.0% | 0.00% | – |
| BLACKROCK TCP CAPITAL CORP NOTE M/W CLBLnote m/w clbl | $10 | 0.0% | 10 | 0.0% | 0.00% | – | ||
| REXR | Sell | REXFORD INDL RLTY INCdomestic equities | $158 | +3060.0% | 52 | -13.3% | 0.00% | – |
| REYN | New | REYNOLDS CONSUMER PRODS INCdomestic equities | $140 | – | 28 | +100.0% | 0.00% | – |
| RNG | New | RINGCENTRAL INCdomestic equities | $65 | – | 33 | +100.0% | 0.00% | – |
| BB | Sell | BLACKBERRY LTDinternational equities | $3 | – | 6 | -91.7% | 0.00% | – |
| New | RIVIAN AUTOMOTIVE INCdomestic equities | $46 | – | 17 | +100.0% | 0.00% | – | |
| RHI | Sell | ROBERT HALF INTL INCdomestic equities | $19 | -89.5% | 75 | -7.4% | 0.00% | -100.0% |
| RBLX | New | ROBLOX CORPdomestic equities | $55 | – | 40 | +100.0% | 0.00% | – |
| BNTX | New | BIONTECH SEinternational equities | $123 | – | 108 | +100.0% | 0.00% | – |
| RY | ROYAL BK CDAinternational equities | $65 | +85.7% | 96 | 0.0% | 0.00% | -100.0% | |
| RYAAY | New | RYANAIR HOLDINGS PLCinternational equities | $76 | – | 111 | +100.0% | 0.00% | – |
| RHP | Buy | RYMAN HOSPITALITY PPTYS INCdomestic equities | $173 | +3360.0% | 93 | +3.3% | 0.00% | – |
| Sell | SK TELECOM LTDinternational equities | $175 | -4.4% | 20 | -4.8% | 0.00% | -100.0% | |
| BCRX | Sell | BIOCRYST PHARMACEUTICALS INCdomestic equities | $37 | +164.3% | 7 | -12.5% | 0.00% | – |
| BLPH | New | BELLEROPHON THERAPEUTICS INCdomestic equities | $18 | – | 1 | +100.0% | 0.00% | – |
| XNTK | New | SPDR SER TRnyse tech etf | $20 | – | 146 | +100.0% | 0.00% | – |
| BEAUFORT CNTY S C GO ADV REF BDSgo adv ref bds | $15 | -6.2% | 15 | 0.0% | 0.00% | – | ||
| BEAM | New | BEAM THERAPEUTICS INCdomestic equities | $31 | – | 32 | +100.0% | 0.00% | – |
| BEEM | New | BEAM GLOBALdomestic equities | $43 | – | 10 | +100.0% | 0.00% | – |
| SPSB | New | SPDR SER TRportfolio short etf | $15 | – | 503 | +100.0% | 0.00% | – |
| BBDC | BARINGS BDC INC | $117 | -0.8% | 14,890 | 0.0% | 0.00% | -100.0% | |
| SPIP | New | SPDR SER TRportfli tips etf | $6 | – | 225 | +100.0% | 0.00% | – |
| BARCLAYS BANK PLC NOTE CONV INDEX LNKDnote conv index lnkd | $49 | -2.0% | 50 | 0.0% | 0.00% | -100.0% | ||
| BCS | New | BARCLAYS PLCinternational equities | $94 | – | 8 | +100.0% | 0.00% | – |
| BANR | Sell | BANNER CORPdomestic equities | $85 | +2733.3% | 44 | -18.5% | 0.00% | – |
| BACHY | BANK OF CHINA ADR REP 25 CL H ORDinternational equities | $74 | +146.7% | 10 | 0.0% | 0.00% | -100.0% | |
| BOH | Sell | BANK HAWAII CORPdomestic equities | $62 | +3000.0% | 41 | -21.2% | 0.00% | – |
| BSBR | Buy | BANCO SANTANDER BRASIL S Ainternational equities | $25 | -94.1% | 6 | +20.0% | 0.00% | -100.0% |
| BANF | Buy | BANCFIRST CORPdomestic equities | $118 | +3833.3% | 92 | +10.8% | 0.00% | – |
| BKR | Buy | BAKER HUGHES COMPANYdomestic equities | $87 | -56.5% | 32 | +10.3% | 0.00% | -100.0% |
| BMI | New | BADGER METER INCdomestic equities | $70 | – | 148 | +100.0% | 0.00% | – |
| BYDDY | Buy | BYD COMPANY ADRinternational equities | $166 | +16500.0% | 64 | +8.5% | 0.00% | – |
| KOMP | New | SPDR SER TR | $13 | – | 300 | +100.0% | 0.00% | – |
| SAN RAMON VALLEY CALIF UNI SCH GO BDS CLBLgo bds clbl | $20 | 0.0% | 20 | 0.0% | 0.00% | -100.0% | ||
| SSL | New | SASOL LTDdomestic equities | $55 | – | 12 | +100.0% | 0.00% | – |
| SRRK | New | SCHOLAR ROCK HLDG CORPdomestic equities | $3 | – | 8 | +100.0% | 0.00% | – |
| SDGR | New | SCHRODINGER INCdomestic equities | $159 | – | 50 | +100.0% | 0.00% | – |
| BNP PARIBAS NOTE CONV INDEX LNKDnote conv index lnkd | $103 | +3.0% | 100 | 0.0% | 0.00% | -100.0% | ||
| BNP PARIBAS NOTE CONV INDEX LNKDnote conv index lnkd | $76 | -2.6% | 80 | 0.0% | 0.00% | -100.0% | ||
| New | SCILEX HOLDING COdomestic equities | $106 | – | 6 | +100.0% | 0.00% | – | |
| XLP | Buy | SELECT SECTOR SPDR TRsbi cons stpls etf | $149 | +2383.3% | 186 | +151.4% | 0.00% | – |
| XLI | Sell | SELECT SECTOR SPDR TRdomestic equities | $148 | -99.3% | 107 | -36.3% | 0.00% | -100.0% |
| XLRE | Sell | SELECT SECTOR SPDR TRreal estate | $129 | -95.6% | 38 | -59.1% | 0.00% | -100.0% |
| BMTX | Sell | BM TECHNOLOGIES INCdomestic equities | $58 | -69.5% | 4 | -20.0% | 0.00% | -100.0% |
| S | New | SENTINELONE INCdomestic equities | $23 | – | 15 | +100.0% | 0.00% | – |
| SVC | New | SERVICE PPTYS TRdomestic equities | $45 | – | 9 | +100.0% | 0.00% | – |
| SHELL INTL.FIN.BV NOTE M/W CLBLnote m/w clbl | $2 | 0.0% | 2 | 0.0% | 0.00% | – | ||
| SHLS | New | SHOALS TECHNOLOGIES GROUP INdomestic equities | $55 | – | 26 | +100.0% | 0.00% | – |
| SBNY | New | SIGNATURE BANK ORDdomestic equities | $0 | – | 0 | +100.0% | 0.00% | – |
| SIGA | Sell | SIGA TECHNOLOGIES INCdomestic equities | $115 | +11400.0% | 5 | -16.7% | 0.00% | – |
| SILK | New | SILK RD MED INCdomestic equities | $61 | – | 32 | +100.0% | 0.00% | – |
| New | SIMON PROPERTY GROUP LP NOTE M/W CLBLnote m/w clbl | $10 | – | 10 | +100.0% | 0.00% | – | |
| SWKS | New | SKYWORKS SOLUTIONS INCdomestic equities | $45 | – | 111 | +100.0% | 0.00% | – |
| SNBR | New | SLEEP NUMBER CORPdomestic equities | $65 | – | 27 | +100.0% | 0.00% | – |
| AXSM | Buy | AXSOME THERAPEUTICS INCdomestic equities | $151 | +202.0% | 72 | +16.1% | 0.00% | -100.0% |
| SOUTH CAROLINA JOBS-ECONOMIC D REF REV BDSref rev bds | $15 | 0.0% | 15 | 0.0% | 0.00% | – | ||
| SOUTH CAROLINA ST GO ST INSTITUTION BDS REV CLBLgo st institution bds rev clbl | $16 | -5.9% | 15 | 0.0% | 0.00% | -100.0% | ||
| LUV | Buy | SOUTHWEST AIRLS COdomestic equities | $63 | -25.9% | 36 | +9.1% | 0.00% | -100.0% |
| SWN | Buy | SOUTHWESTERN ENERGY COdomestic equities | $80 | -41.6% | 6 | +20.0% | 0.00% | -100.0% |
| SPTN | New | SPARTANNASH COdomestic equities | $135 | – | 23 | +100.0% | 0.00% | – |
| SQ | New | BLOCK INCdomestic equities | $41 | – | 67 | +100.0% | 0.00% | – |
| STARBUCKS CORP NOTE M/W CLBLnote m/w clbl | $7 | 0.0% | 7 | 0.0% | 0.00% | – | ||
| STATE BANK OF INDIA NEW YORK CDcd | $16 | 0.0% | 16 | 0.0% | 0.00% | – | ||
| SFIX | Sell | STITCH FIX INC | $7 | -65.0% | 1,850 | -53.3% | 0.00% | -100.0% |
| SUBCY | New | SUBSEA 7 ADRinternational equities | $120 | – | 13 | +100.0% | 0.00% | – |
| SLF | SUN LIFE FINANCIAL INC. | $35 | +12.9% | 665 | 0.0% | 0.00% | -100.0% | |
| SPWR | New | SUNPOWER CORPdomestic equities | $141 | – | 10 | +100.0% | 0.00% | – |
| RUN | Sell | SUNRUN INCdomestic equities | $25 | +2400.0% | 18 | -10.0% | 0.00% | – |
| AGR | New | AVANGRID INCdomestic equities | $105 | – | 38 | +100.0% | 0.00% | – |
| SYY | Sell | SYSCO CORP | $10 | -92.9% | 140 | -35.5% | 0.00% | -100.0% |
| New | ATLASSIAN CORPORATIONinternational equities | $41 | – | 168 | +100.0% | 0.00% | – | |
| ATLANTIC CNTY N J IMPT AUTH RE GTD REV REF BDSgtd rev ref bds | $10 | 0.0% | 10 | 0.0% | 0.00% | – | ||
| TPIC | New | TPI COMPOSITES INCdomestic equities | $172 | – | 10 | +100.0% | 0.00% | – |
| TTWO | New | TAKE-TWO INTERACTIVE SOFTWARdomestic equities | $89 | – | 147 | +100.0% | 0.00% | – |
| New | ATHERSYS INC NEWdomestic equities | $3 | – | 1 | +100.0% | 0.00% | – | |
| TELL | New | TELLURIAN INC NEWdomestic equities | $117 | – | 1 | +100.0% | 0.00% | – |
| TU | Sell | TELUS CORPORATIONinternational equities | $86 | +196.6% | 19 | -5.0% | 0.00% | -100.0% |
| TXG | New | 10X GENOMICS INCdomestic equities | $45 | – | 56 | +100.0% | 0.00% | – |
| TCEHY | Sell | TENCENT HOLDINGS ADRinternational equities | $79 | -98.1% | 42 | -14.3% | 0.00% | -100.0% |
| ASND | Sell | ASCENDIS PHARMA A/Sdomestic equities | $47 | -74.0% | 89 | -16.8% | 0.00% | -100.0% |
| TGTX | New | TG THERAPEUTICS INCdomestic equities | $152 | – | 25 | +100.0% | 0.00% | – |
| TTD | New | THE TRADE DESK INCdomestic equities | $140 | – | 77 | +100.0% | 0.00% | – |
| ARWR | Buy | ARROWHEAD PHARMACEUTICALS INdomestic equities | $171 | -12.8% | 36 | +44.0% | 0.00% | -100.0% |
| TAC | New | TRANSALTA CORPinternational equities | $87 | – | 9 | +100.0% | 0.00% | – |
| TREX | New | TREX CO INCdomestic equities | $160 | – | 66 | +100.0% | 0.00% | – |
| TCOM | New | TRIP COM GROUP LTDdomestic equities | $72 | – | 35 | +100.0% | 0.00% | – |
| TRVG | New | TRIVAGO N Vinternational equities | $2 | – | 1 | +100.0% | 0.00% | – |
| TKC | TURKCELL ILETISIM HIZMETLERIinternational equities | $143 | +23.3% | 4 | 0.0% | 0.00% | -100.0% | |
| New | 2SEVENTY BIO INCdomestic equities | $14 | – | 10 | +100.0% | 0.00% | – | |
| TWST | Buy | TWIST BIOSCIENCE CORPdomestic equities | $127 | +2440.0% | 20 | +33.3% | 0.00% | – |
| UCTT | New | ULTRA CLEAN HLDGS INCdomestic equities | $27 | – | 38 | +100.0% | 0.00% | – |
| ARCT | New | ARCTURUS THERAPEUTICS HLDGSdomestic equities | $66 | – | 29 | +100.0% | 0.00% | – |
| UNITED STATES TREASURY BONDS BONDbond | $2 | -33.3% | 3 | 0.0% | 0.00% | – | ||
| UNITED STATES TREASURY NOTES NOTEnote | $7 | 0.0% | 7 | 0.0% | 0.00% | – | ||
| UNITED STATES TREASURY NOTES NOTEnote | $7 | 0.0% | 6 | 0.0% | 0.00% | – | ||
| OLED | New | UNIVERSAL DISPLAY CORPdomestic equities | $45 | – | 144 | +100.0% | 0.00% | – |
| APPLE INC NOTE M/W CLBLnote m/w clbl | $2 | 0.0% | 2 | 0.0% | 0.00% | – | ||
| UNUM GROUP NOTE M/W CLBLnote m/w clbl | $7 | 0.0% | 8 | 0.0% | 0.00% | – | ||
| VFC | New | V F CORPdomestic equities | $49 | – | 19 | +100.0% | 0.00% | – |
| New | VEON LTDdomestic equities | $21 | – | 20 | +100.0% | 0.00% | – | |
| MTN | New | VAIL RESORTS INCdomestic equities | $37 | – | 252 | +100.0% | 0.00% | – |
| VLEEY | New | VALEO SE SPONSORED ADRinternational equities | $32 | – | 11 | +100.0% | 0.00% | – |
| MOAT | New | VANECK ETF TRUSTvaneck morningstar wide moa | $24 | – | 300 | +100.0% | 0.00% | – |
| MGK | Buy | VANGUARD WORLD FDmega grwth ind etf | $97 | +31.1% | 412 | +13.5% | 0.00% | -100.0% |
| MGV | Sell | VANGUARD WORLD FDmega cap val etf | $87 | -1.1% | 843 | -3.1% | 0.00% | -100.0% |
| VYMI | New | VANGUARD WHITEHALL FDSintl high etf | $3 | – | 45 | +100.0% | 0.00% | – |
| ANDERSON CNTY S C SCH DIST NO GO BDS CLBLgo bds clbl | $16 | 0.0% | 15 | 0.0% | 0.00% | – | ||
| VGK | Buy | VANGUARD INTL EQUITY INDEX Finternational equities | $105 | -59.1% | 62 | +1.6% | 0.00% | -100.0% |
| VHT | New | VANGUARD WORLD FDShealth car etf | $10 | – | 42 | +100.0% | 0.00% | – |
| AME | Buy | AMETEK INCdomestic equities | $75 | +2400.0% | 162 | +11.7% | 0.00% | – |
| VONE | VANGUARD SCOTTSDALE FDSvng rus1000idx etf | $22 | +10.0% | 109 | 0.0% | 0.00% | -100.0% | |
| AAL | New | AMERICAN AIRLS GROUP INCdomestic equities | $108 | – | 18 | +100.0% | 0.00% | – |
| VOO | Sell | VANGUARD INDEX FDS | $152 | +7.8% | 373 | -0.8% | 0.00% | -100.0% |
| AMED | Buy | AMEDISYS INCdomestic equities | $160 | +77.8% | 91 | +23.0% | 0.00% | -100.0% |
| VBK | VANGUARD INDEX FDSsml cp grw etf | $6 | 0.0% | 26 | 0.0% | 0.00% | – | |
| MO | New | ALTRIA GROUP INC | $2 | – | 37 | +100.0% | 0.00% | – |
| ALT | New | ALTIMMUNE INCdomestic equities | $9 | – | 4 | +100.0% | 0.00% | – |
| VERIZON COMMUNICATIONS NOTE M/W CLBLnote m/w clbl | $2 | 0.0% | 2 | 0.0% | 0.00% | – | ||
| VCEL | New | VERICEL CORPdomestic equities | $86 | – | 38 | +100.0% | 0.00% | – |
| VERV | New | VERVE THERAPEUTICS INCdomestic equities | $61 | – | 19 | +100.0% | 0.00% | – |
| VIAC | Sell | PARAMOUNT GLOBALdomestic equities | $120 | -68.6% | 16 | -27.3% | 0.00% | -100.0% |
| ALNY | New | ALNYLAM PHARMACEUTICALS INCdomestic equities | $132 | – | 190 | +100.0% | 0.00% | – |
| VIPS | New | VIPSHOP HOLDINGS LIMITEDdomestic equities | $66 | – | 17 | +100.0% | 0.00% | – |
| VIR | New | VIR BIOTECHNOLOGY INCdomestic equities | $25 | – | 25 | +100.0% | 0.00% | – |
| ALLY | New | ALLY FINL INCdomestic equities | $18 | – | 27 | +100.0% | 0.00% | – |
| ALLSTATE CORP NOTE M/W CLBLnote m/w clbl | $8 | -11.1% | 8 | 0.0% | 0.00% | – | ||
| WALMART INC NOTE M/W CLBLnote m/w clbl | $6 | 0.0% | 6 | 0.0% | 0.00% | – | ||
| WBS | New | WEBSTER FINL CORPdomestic equities | $169 | – | 38 | +100.0% | 0.00% | – |
| WB | New | WEIBO CORPinternational equities | $24 | – | 13 | +100.0% | 0.00% | – |
| WILLIAM S HART CALIF UN HIGH S GO BDS CLBLgo bds clbl | $20 | 0.0% | 20 | 0.0% | 0.00% | -100.0% | ||
| WINDSTREAM CORP NOTE M/W CLBLnote m/w clbl | $0 | – | 19 | 0.0% | 0.00% | – | ||
| DHS | New | WISDOMTREE TRus high dividend etf | $5 | – | 59 | +100.0% | 0.00% | – |
| DEM | Buy | WISDOMTREE TRemer mkt high fd etf | $2 | -98.9% | 47 | +23.7% | 0.00% | -100.0% |
| LNT | New | ALLIANT ENERGY CORPdomestic equities | $27 | – | 52 | +100.0% | 0.00% | – |
| DFJ | WISDOMTREE TRinternational equities | $83 | +388.2% | 67 | 0.0% | 0.00% | -100.0% | |
| WFHY | New | WISDOMTREE TRus hgh yld corp etf | $5 | – | 109 | +100.0% | 0.00% | – |
| AGGY | New | WISDOMTREE TRyld enh us aggregate bd fd | $5 | – | 120 | +100.0% | 0.00% | – |
| New | WOLFSPEED INCdomestic equities | $98 | – | 56 | +100.0% | 0.00% | – | |
| XYL | New | XYLEM INCdomestic equities | $63 | – | 113 | +100.0% | 0.00% | – |
| XPEV | New | XPENG INCinternational equities | $26 | – | 13 | +100.0% | 0.00% | – |
| New | XERIS BIOPHARMA HOLDINGS INCdomestic equities | $0 | – | 3 | +100.0% | 0.00% | – | |
| ALGN | New | ALIGN TECHNOLOGY INCdomestic equities | $143 | – | 354 | +100.0% | 0.00% | – |
| YORK CNTY S C SCH DIST NO 4 FO GO ADV REF BDS CLBLgo adv ref bds clbl | $11 | 0.0% | 10 | 0.0% | 0.00% | – | ||
| New | L'OREAL COM | $3 | – | 7 | +100.0% | 0.00% | – | |
| ALLE | New | ALLEGION PLCinternational equities | $71 | – | 120 | +100.0% | 0.00% | – |
| ALEX | New | ALEXANDER & BALDWIN INC NEWdomestic equities | $161 | – | 19 | +100.0% | 0.00% | – |
| AKAM | New | AKAMAI TECHNOLOGIES INCdomestic equities | $38 | – | 90 | +100.0% | 0.00% | – |
| New | BIOHAVEN LTDdomestic equities | $63 | – | 24 | +100.0% | 0.00% | – | |
| AL | New | AIR LEASE CORPdomestic equities | $32 | – | 42 | +100.0% | 0.00% | – |
| ACGBY | Buy | AGRICULTURAL BANK OF CHINA UNSPO ADRinternational equities | $80 | +185.7% | 10 | +11.1% | 0.00% | -100.0% |
| CCEP | New | COCA-COLA EUROPACIFIC PARTNEinternational equities | $144 | – | 64 | +100.0% | 0.00% | – |
| ESTA | New | ESTABLISHMENT LABS HLDGS INCdomestic equities | $96 | – | 69 | +100.0% | 0.00% | – |
| AEM | Sell | AGNICO EAGLE MINES LTD | $40 | -99.0% | 50 | -2.0% | 0.00% | -100.0% |
| ICHR | New | ICHOR HOLDINGSinternational equities | $36 | – | 38 | +100.0% | 0.00% | – |
| WMS | New | ADVANCED DRAIN SYS INC DELdomestic equities | $40 | – | 114 | +100.0% | 0.00% | – |
| NBR | New | NABORS INDUSTRIES LTDdomestic equities | $173 | – | 93 | +100.0% | 0.00% | – |
| NVCR | New | NOVOCURE LTDdomestic equities | $66 | – | 42 | +100.0% | 0.00% | – |
| NVT | Buy | NVENT ELECTRIC PLCdomestic equities | $158 | -96.1% | 52 | +20.9% | 0.00% | -100.0% |
| PAGS | New | PAGSEGURO DIGITAL LTDinternational equities | $36 | – | 9 | +100.0% | 0.00% | – |
| RPRX | New | ROYALTY PHARMA PLCinternational equities | $110 | – | 31 | +100.0% | 0.00% | – |
| STX | New | SEAGATE TECHNOLOGY HLDNGS PLdomestic equities | $47 | – | 62 | +100.0% | 0.00% | – |
| SPNS | New | SAPIENS INTL CORP N Vinternational equities | $71 | – | 27 | +100.0% | 0.00% | – |
| AAP | New | ADVANCE AUTO PARTS INCdomestic equities | $26 | – | 70 | +100.0% | 0.00% | – |
| XP | Buy | XP INCinternational equities | $131 | -31.4% | 23 | +91.7% | 0.00% | -100.0% |
| EWK | Exit | ISHARES INCinternational equities | $0 | – | -19 | -100.0% | 0.00% | – |
| VNM | Exit | VANECK ETF TRUSTinternational equities | $0 | – | -12 | -100.0% | 0.00% | – |
| TEL | TE CONNECTIVITY LTD | $100 | +6.4% | 713 | 0.0% | 0.00% | -100.0% | |
| FREY | New | FREYR BATTERYinternational equities | $65 | – | 9 | +100.0% | 0.00% | – |
| AUDC | New | AUDIOCODES LTDinternational equities | $73 | – | 9 | +100.0% | 0.00% | – |
| ICL | New | ICL GROUP LTDinternational equities | $54 | – | 5 | +100.0% | 0.00% | – |
| NVMI | Buy | NOVA LTDinternational equities | $73 | -98.2% | 117 | +12.5% | 0.00% | -100.0% |
| New | ACCELLERON INDS ADRdomestic equities | $3 | – | 24 | +100.0% | 0.00% | – | |
| CVAC | New | CUREVAC N Vinternational equities | $19 | – | 10 | +100.0% | 0.00% | – |
| ACCD | New | ACCOLADE INCdomestic equities | $31 | – | 13 | +100.0% | 0.00% | – |
| LYB | Sell | LYONDELLBASELL INDUSTRIES Ndomestic equities | $146 | 0.0% | 92 | -2.1% | 0.00% | -100.0% |
| STLA | New | STELLANTIS N.Vinternational equities | $44 | – | 18 | +100.0% | 0.00% | – |
| YNDX | Sell | YANDEX N Vinternational equities | $0 | – | 0 | -100.0% | 0.00% | – |
| ABCL | New | ABCELLERA BIOLOGICS INCinternational equities | $28 | – | 6 | +100.0% | 0.00% | – |
| ABBOTT LABORATORIES NOTE M/W CLBLnote m/w clbl | $7 | 0.0% | 7 | 0.0% | 0.00% | – | ||
| AMLP | Sell | ALPS ETF TRalerian mlp etf | $28 | -97.9% | 710 | -5.2% | 0.00% | -100.0% |
| SVA | Buy | SINOVAC BIOTECH LTDother alternatives | $0 | – | 0 | +100.0% | 0.00% | – |
| Buy | SINOVAC BIOTECH LTD CONTRA DO NOT SELLother alternatives | $0 | -100.0% | 0 | +100.0% | 0.00% | – | |
| KEN | New | KENON HLDGS LTDinternational equities | $58 | – | 23 | +100.0% | 0.00% | – |
| EWY | Exit | ISHARES INCinternational equities | $0 | – | -61 | -100.0% | 0.00% | – |
| COLB | Exit | COLUMBIA BKG SYS INCdomestic equities | $0 | – | -21 | -100.0% | 0.00% | – |
| Exit | F&G ANNUITIES & LIFE INCdomestic equities | $0 | – | -18 | -100.0% | 0.00% | – | |
| VYM | Exit | VANGUARD WHITEHALL FDShigh div yld etf | $0 | – | -9 | -100.0% | 0.00% | – |
| Exit | AMC ENTERTAINMENT HOLDINGS INC PFD EQT UNIT DEP REP 1/100pfd eqt unit dep rep 1/100 | $0 | – | -6 | -100.0% | 0.00% | – | |
| EWO | Exit | ISHARES INCinternational equities | $0 | – | -20 | -100.0% | 0.00% | – |
| GLTR | Exit | ABRDN PRECIOUS METALS BASKETabrdn precious metals baske | $0 | – | -50 | -100.0% | 0.00% | – |
| EWS | Exit | ISHARES INCinternational equities | $0 | – | -20 | -100.0% | 0.00% | – |
| Exit | COLGATE-PALMOLIVE CO NOTE M/W CLBLnote m/w clbl | $0 | – | -10 | -100.0% | 0.00% | – | |
| AMC | Exit | AMC ENTMT HLDGS INC | $0 | – | -6 | -100.0% | 0.00% | – |
| EGLE | Exit | EAGLE BULK SHIPPING INCdomestic equities | $0 | – | -46 | -100.0% | 0.00% | – |
| XLF | Exit | SELECT SECTOR SPDR TRfinancial etf | $0 | – | -261 | -100.0% | 0.00% | – |
| ICLN | Exit | ISHARES TRgl clean ene etf | $0 | – | -15 | -100.0% | 0.00% | – |
| GPC | Exit | GENUINE PARTS COdomestic equities | $0 | – | -167 | -100.0% | 0.00% | – |
| ABNB | Exit | AIRBNB INC | $0 | – | -3 | -100.0% | 0.00% | – |
| EWA | Exit | ISHARES INCinternational equities | $0 | – | -23 | -100.0% | 0.00% | – |
| INDB | Exit | INDEPENDENT BK CORP MASSdomestic equities | $0 | – | -66 | -100.0% | 0.00% | – |
| PVAC | Exit | RANGER OIL CORPORATIONdomestic equities | $0 | – | -41 | -100.0% | 0.00% | – |
| GME | Exit | GAMESTOP CORP NEW | $0 | – | -410 | -100.0% | 0.00% | – |
| SPT | Exit | SPROUT SOCIAL INC | $0 | – | -206 | -100.0% | 0.00% | – |
| NNN | Exit | NATIONAL RETAIL PROPERTIES Idomestic equities | $0 | – | -44 | -100.0% | 0.00% | – |
| EWM | Exit | ISHARES INCinternational equities | $0 | – | -22 | -100.0% | 0.00% | – |
| Exit | ASPEN TECHNOLOGY INCdomestic equities | $0 | – | -229 | -100.0% | 0.00% | – | |
| FSV | Exit | FIRSTSERVICE CORP NEWinternational equities | $0 | – | -141 | -100.0% | 0.00% | – |
| TRMK | Exit | TRUSTMARK CORPdomestic equities | $0 | – | -25 | -100.0% | 0.00% | – |
| SNP | Exit | CHINA PETE & CHEM ADRinternational equities | $0 | – | 0 | +100.0% | 0.00% | – |
| BKE | Exit | BUCKLE INCdomestic equities | $0 | – | -36 | -100.0% | 0.00% | – |
| FIBK | Exit | FIRST INTST BANCSYSTEM INCdomestic equities | $0 | – | -30 | -100.0% | 0.00% | – |
| EWT | Exit | ISHARES INCinternational equities | $0 | – | -45 | -100.0% | 0.00% | – |
| EWI | Exit | ISHARES INCinternational equities | $0 | – | -30 | -100.0% | 0.00% | – |
| ACES | Exit | ALPS ETF TRclean energy etf | $0 | – | -5 | -100.0% | 0.00% | – |
| Exit | KYNDRYL HLDGS INCdomestic equities | $0 | – | -15 | -100.0% | 0.00% | – | |
| UCBI | Exit | UNITED CMNTY BKS BLAIRSVLE Gdomestic equities | $0 | – | -28 | -100.0% | 0.00% | – |
| CATY | Exit | CATHAY GEN BANCORPdomestic equities | $0 | – | -35 | -100.0% | 0.00% | – |
| BBBY | Exit | BED BATH & BEYOND INC | $0 | – | -75 | -100.0% | 0.00% | – |
| SRC | Exit | SPIRIT RLTY CAP INC NEWdomestic equities | $0 | – | -40 | -100.0% | 0.00% | – |
| COOP | Exit | MR COOPER GROUP INCdomestic equities | $0 | – | -41 | -100.0% | 0.00% | – |
| FHB | Exit | FIRST HAWAIIAN INCdomestic equities | $0 | – | -21 | -100.0% | 0.00% | – |
| Exit | QUIDELORTHO CORPdomestic equities | $0 | – | -89 | -100.0% | 0.00% | – | |
| Exit | ZIMVIE INCdomestic equities | $0 | – | -7 | -100.0% | 0.00% | – | |
| UWMC | Exit | UWM HOLDINGS CORPORATION | $0 | – | -123 | -100.0% | 0.00% | – |
| TLRY | Exit | TILRAY BRANDS INC | $0 | – | -11 | -100.0% | 0.00% | – |
| Exit | GRUPO AVAL ACCIONES Y VALOREpreferred stock | $0 | – | -2 | -100.0% | 0.00% | – | |
| Exit | SYLVAMO CORPdomestic equities | $0 | – | -46 | -100.0% | 0.00% | – | |
| FFBC | Exit | FIRST FINL BANCORP OHdomestic equities | $0 | – | -22 | -100.0% | 0.00% | – |
| FCEL | Exit | FUELCELL ENERGY INC | $0 | – | -33 | -100.0% | 0.00% | – |
| SCHF | Exit | SCHWAB STRATEGIC TRinternational equities | $0 | – | -35 | -100.0% | 0.00% | – |
| CFR | Exit | CULLEN FROST BANKERS INCdomestic equities | $0 | – | -105 | -100.0% | 0.00% | – |
| ECH | Exit | ISHARES INCinternational equities | $0 | – | -29 | -100.0% | 0.00% | – |
| EWD | Exit | ISHARES INCinternational equities | $0 | – | -36 | -100.0% | 0.00% | – |
| LUKOY | Exit | PJSC LUKOIL SPONSORED ADRinternational equities | $0 | – | 0 | +100.0% | 0.00% | – |
| SWGAY | Exit | SWATCH GROUP ADRdomestic equities | $0 | – | -17 | -100.0% | 0.00% | – |
| HOMB | Exit | HOME BANCSHARES INCdomestic equities | $0 | – | -22 | -100.0% | 0.00% | – |
| EWH | Exit | ISHARES INCinternational equities | $0 | – | -21 | -100.0% | 0.00% | – |
| Exit | LANNET INCdomestic equities | $0 | – | -2 | -100.0% | 0.00% | – | |
| Exit | BROOKFIELD PPTY PFD LP 6.25 PERCENT CL A CUM RED PRF UNIT6.25% cl a cum red prf unit | $0 | – | -9 | -100.0% | 0.00% | – | |
| CFRUY | Exit | COMPAGNIE FINANCIERE RICHEMONT U ADRinternational equities | $0 | – | -16 | -100.0% | 0.00% | – |
| CBSH | Exit | COMMERCE BANCSHARES INCdomestic equities | $0 | – | -58 | -100.0% | 0.00% | – |
| GAZ | Exit | BARCLAYS BANK PLC | $0 | – | -11 | -100.0% | 0.00% | – |
| WSBC | Exit | WESBANCO INCdomestic equities | $0 | – | -31 | -100.0% | 0.00% | – |
| EOLS | New | EVOLUS INCdomestic equities | $12 | – | 7 | +100.0% | 0.00% | – |
| EXTR | New | EXTREME NETWORKSdomestic equities | $76 | – | 26 | +100.0% | 0.00% | – |
| ES | New | EVERSOURCE ENERGYdomestic equities | $106 | – | 71 | +100.0% | 0.00% | – |
| Exit | CANADIAN PACIFIC KANSAS CITY ORDinternational equities | $0 | – | -77 | -100.0% | -0.00% | – | |
| FERG | Exit | FERGUSON PLC NEWdomestic equities | $0 | – | -134 | -100.0% | -0.00% | – |
| BMWYY | Exit | BAYERISCHE MOTOREN WERKE ADRinternational equities | $0 | – | -36 | -100.0% | -0.00% | – |
| GXF | Exit | GLOBAL X FDSdomestic equities | $0 | – | -24 | -100.0% | -0.00% | – |
| LGGNY | Exit | LEGAL GENERAL GROUP ADRinternational equities | $0 | – | -15 | -100.0% | -0.00% | – |
| EWL | Exit | ISHARES INCinternational equities | $0 | – | -45 | -100.0% | -0.00% | – |
| SDVKY | Exit | SANDVIK A B SPONSORED SWEDEN ADRinternational equities | $0 | – | -21 | -100.0% | -0.00% | – |
| GBOOY | Exit | GRUPO FINANCIERO BANORTE ADRinternational equities | $0 | – | -42 | -100.0% | -0.00% | – |
| ZURVY | Exit | ZURICH INSURANCE GROUP ADRinternational equities | $0 | – | -48 | -100.0% | -0.00% | – |
| SCHH | Exit | SCHWAB STRATEGIC TRreal estate | $0 | – | -20 | -100.0% | -0.00% | – |
| Exit | ENHABIT INCdomestic equities | $0 | – | -14 | -100.0% | -0.00% | – | |
| CAOVY | Exit | CHINA OVERSEAS LAND INVT ADRinternational equities | $0 | – | -12 | -100.0% | -0.00% | – |
| SUHJY | Exit | SUN HUNG KAI PPTYS ADR | $0 | – | -14 | -100.0% | -0.00% | – |
| VLRS | Exit | CONTROLADORA VUELA COMP DE Ainternational equities | $0 | – | -12 | -100.0% | -0.00% | – |
| Exit | TOLEDO OHIO REF BDS REVref bds rev | $0 | – | -20 | -100.0% | -0.00% | – | |
| EWN | Exit | ISHARES INCinternational equities | $0 | – | -42 | -100.0% | -0.00% | – |
| WTKWY | Exit | WOLTERS KLUWER N V ORD ADRinternational equities | $0 | – | -126 | -100.0% | -0.00% | – |
| JMHLY | Exit | JARDINE MATHESON HOLDINGS ADRinternational equities | $0 | – | -49 | -100.0% | -0.00% | – |
| VCISY | Exit | VINCI ADRinternational equities | $0 | – | -29 | -100.0% | -0.00% | – |
| MGA | Exit | MAGNA INTL INCinternational equities | $0 | – | -54 | -100.0% | -0.00% | – |
| MCHI | Exit | ISHARES TRinternational equities | $0 | – | -50 | -100.0% | -0.00% | – |
| BMO | Exit | BANK MONTREAL QUEinternational equities | $0 | – | -89 | -100.0% | -0.00% | – |
| MURGY | Exit | MUENCHENER RE GROUP ADRinternational equities | $0 | – | -35 | -100.0% | -0.00% | – |
| FTS | Exit | FORTIS INCinternational equities | $0 | – | -43 | -100.0% | -0.00% | – |
| SKHSY | Exit | SEKISUI HOUSE ADR REP 1 ORDinternational equities | $0 | – | -20 | -100.0% | -0.00% | – |
| EWQ | Exit | ISHARES INCinternational equities | $0 | – | -38 | -100.0% | -0.00% | – |
| NGLOY | Exit | ANGLO AMERICAN ADRinternational equities | $0 | – | -17 | -100.0% | -0.00% | – |
| CM | Exit | CANADIAN IMPERIAL BK COMM TOinternational equities | $0 | – | -42 | -100.0% | -0.00% | – |
| HHR | Exit | HEADHUNTER GROUP PLCdomestic equities | $0 | – | -15 | -100.0% | -0.00% | – |
| Exit | MORGAN STANLEY FINANCE LLC. NOTE INDEX LNKDnote index lnkd | $0 | – | -60 | -100.0% | -0.00% | – | |
| CSUAY | Exit | CHINA SHENHUA ENERGY ADRinternational equities | $0 | – | -13 | -100.0% | -0.00% | – |
| Exit | BNP PARIBAS NOTE CONV INDEX LNKDnote conv index lnkd | $0 | – | -77 | -100.0% | -0.00% | – | |
| Exit | WARNER BROS DISCOVERY INCdomestic equities | $0 | – | -15 | -100.0% | -0.00% | – | |
| DBC | Exit | INVESCO DB COMMDY INDX TRCK | $0 | – | -24 | -100.0% | -0.00% | – |
| EWU | Exit | ISHARES TRinternational equities | $0 | – | -32 | -100.0% | -0.00% | – |
| MITSY | Exit | MITSUI & COMPANY ADR REP 20 ORDdomestic equities | $0 | – | -624 | -100.0% | -0.00% | – |
| TCMD | Exit | TACTILE SYS TECHNOLOGY INCdomestic equities | $0 | – | -16 | -100.0% | -0.00% | – |
| NUVA | Exit | NUVASIVE INCdomestic equities | $0 | – | -41 | -100.0% | -0.00% | – |
| WPS | Exit | ISHARES TRreal estate | $0 | – | -27 | -100.0% | -0.00% | – |
| DXJ | Exit | WISDOMTREE TRinternational equities | $0 | – | -71 | -100.0% | -0.00% | – |
| MTLS | Exit | MATERIALISE NVinternational equities | $0 | – | -8 | -100.0% | -0.00% | – |
| ASMIY | Exit | ASM INTERNATIONAL ADRinternational equities | $0 | – | -403 | -100.0% | -0.00% | – |
| EWW | Exit | ISHARES INCinternational equities | $0 | – | -60 | -100.0% | -0.00% | – |
| XRAY | Exit | DENTSPLY SIRONA INCdomestic equities | $0 | – | -39 | -100.0% | -0.00% | – |
| PETS | Exit | PETMED EXPRESS INCdomestic equities | $0 | – | -16 | -100.0% | -0.00% | – |
| PRGO | Exit | PERRIGO CO PLCdomestic equities | $0 | – | -36 | -100.0% | -0.00% | – |
| PSP | Exit | INVESCO EXCHANGE TRADED FD Tother alternatives | $0 | – | -10 | -100.0% | -0.00% | – |
| FLN | Exit | FIRST TR EXCH TRD ALPHDX FDinternational equities | $0 | – | -17 | -100.0% | -0.00% | – |
| NTAP | Exit | NETAPP INCdomestic equities | $0 | – | -64 | -100.0% | -0.00% | – |
| TIMB | Exit | TIM S Ainternational equities | $0 | – | -12 | -100.0% | -0.00% | – |
| SYNH | Exit | SYNEOS HEALTH INCdomestic equities | $0 | – | -36 | -100.0% | -0.00% | – |
| DRW | Exit | WISDOMTREE TRinternational equities | $0 | – | -17 | -100.0% | -0.00% | – |
| FJP | Exit | FIRST TR EXCH TRD ALPHDX FDinternational equities | $0 | – | -45 | -100.0% | -0.01% | – |
| FFIV | Exit | F5 INCdomestic equities | $0 | – | -146 | -100.0% | -0.01% | – |
| FEM | Exit | FIRST TR EXCH TRD ALPHDX FDinternational equities | $0 | – | -21 | -100.0% | -0.01% | – |
| DTH | Exit | WISDOMTREE TRinternational equities | $0 | – | -38 | -100.0% | -0.01% | – |
| CHRW | Exit | C H ROBINSON WORLDWIDE INCdomestic equities | $0 | – | -99 | -100.0% | -0.01% | – |
| FEP | Exit | FIRST TR EXCH TRD ALPHDX FDinternational equities | $0 | – | -35 | -100.0% | -0.01% | – |
| ET | Exit | ENERGY TRANSFER L Pdomestic equities | $0 | – | -12 | -100.0% | -0.01% | – |
| CNMD | Exit | CONMED CORPdomestic equities | $0 | – | -104 | -100.0% | -0.01% | – |
| DVA | Exit | DAVITA INCdomestic equities | $0 | – | -81 | -100.0% | -0.01% | – |
| DIM | Exit | WISDOMTREE TRinternational equities | $0 | – | -58 | -100.0% | -0.01% | – |
| FTV | Exit | FORTIVE CORPdomestic equities | $0 | – | -68 | -100.0% | -0.01% | – |
| DLS | Exit | WISDOMTREE TRinternational equities | $0 | – | -61 | -100.0% | -0.01% | – |
| NVR | Exit | NVR INCdomestic equities | $0 | – | -5,572 | -100.0% | -0.01% | – |
| PSK | Exit | SPDR SER TRpreferred stock | $0 | – | -34 | -100.0% | -0.01% | – |
| FNF | Exit | FIDELITY NATIONAL FINANCIALdomestic equities | $0 | – | -35 | -100.0% | -0.01% | – |
| FPA | Exit | FIRST TR EXCH TRD ALPHDX FDinternational equities | $0 | – | -27 | -100.0% | -0.01% | – |
| DES | Exit | WISDOMTREE TRdomestic equities | $0 | – | -29 | -100.0% | -0.01% | – |
| NATI | Exit | NATIONAL INSTRS CORPdomestic equities | $0 | – | -52 | -100.0% | -0.01% | – |
| HSIC | Exit | HENRY SCHEIN INCdomestic equities | $0 | – | -82 | -100.0% | -0.01% | – |
| SKFRY | Exit | SKF ADR REP 1 ORDinternational equities | $0 | – | -20 | -100.0% | -0.01% | – |
| DON | Exit | WISDOMTREE TRdomestic equities | $0 | – | -41 | -100.0% | -0.01% | – |
| CHE | Exit | CHEMED CORP NEWdomestic equities | $0 | – | -538 | -100.0% | -0.01% | – |
| RPG | Exit | INVESCO EXCHANGE TRADED FD Tdomestic equities | $0 | – | -151 | -100.0% | -0.01% | – |
| BIO | Exit | BIO RAD LABS INCdomestic equities | $0 | – | -479 | -100.0% | -0.01% | – |
| FUJHY | Exit | SUBARU 2 UNSPON ADR REP ORDinternational equities | $0 | – | -8 | -100.0% | -0.01% | – |
| FBT | Exit | FIRST TR EXCHANGE-TRADED FDdomestic equities | $0 | – | -155 | -100.0% | -0.01% | – |
| LMAT | Exit | LEMAITRE VASCULAR INCdomestic equities | $0 | – | -51 | -100.0% | -0.01% | – |
| CWB | Exit | SPDR SER TRpreferred stock | $0 | – | -67 | -100.0% | -0.01% | – |
| VNQI | Exit | VANGUARD INTL EQUITY INDEX Freal estate | $0 | – | -41 | -100.0% | -0.01% | – |
| DLN | Exit | WISDOMTREE TRdomestic equities | $0 | – | -62 | -100.0% | -0.01% | – |
| RAVI | Exit | FLEXSHARES TR | $0 | – | -75 | -100.0% | -0.01% | – |
| OVV | Exit | OVINTIV INCinternational equities | $0 | – | -36 | -100.0% | -0.01% | – |
| Exit | PROSHARES TRdomestic equities | $0 | – | -40 | -100.0% | -0.01% | – | |
| CRVL | Exit | CORVEL CORPdomestic equities | $0 | – | -190 | -100.0% | -0.01% | – |
| XLK | Exit | SELECT SECTOR SPDR TRtechnology etf | $0 | – | -309 | -100.0% | -0.01% | – |
| SJR | Exit | SHAW COMMUNICATIONS INCinternational equities | $0 | – | -30 | -100.0% | -0.02% | – |
| OMI | Exit | OWENS & MINOR INC NEWdomestic equities | $0 | – | -15 | -100.0% | -0.02% | – |
| APTV | Exit | APTIV PLCdomestic equities | $0 | – | -112 | -100.0% | -0.02% | – |
| EXI | Exit | ISHARES TRunknown | $0 | – | -114 | -100.0% | -0.02% | – |
| FXR | Exit | FIRST TR EXCHANGE TRADED FDdomestic equities | $0 | – | -56 | -100.0% | -0.02% | – |
| XLY | Exit | SELECT SECTOR SPDR TRsbi cons discr etf | $0 | – | -208 | -100.0% | -0.02% | – |
| WNS | Exit | WNS HLDGS LTDdomestic equities | $0 | – | -93 | -100.0% | -0.02% | – |
| ARLP | Exit | ALLIANCE RESOURCE PARTNERS Lhigh dividend yield | $0 | – | -20 | -100.0% | -0.03% | – |
| ALTY | Exit | GLOBAL X FDSdomestic equities | $0 | – | -11 | -100.0% | -0.03% | – |
| VWO | Exit | VANGUARD INTL EQUITY INDEX Finternational equities | $0 | – | -40 | -100.0% | -0.04% | – |
| HRMY | Exit | HARMONY BIOSCIENCES HLDGS INdomestic equities | $0 | – | -33 | -100.0% | -0.05% | – |
| VEA | Exit | VANGUARD TAX-MANAGED FDSinternational equities | $0 | – | -45 | -100.0% | -0.05% | – |
| AHCO | Exit | ADAPTHEALTH CORPdomestic equities | $0 | – | -12 | -100.0% | -0.05% | – |
| CYH | Exit | COMMUNITY HEALTH SYS INC NEWdomestic equities | $0 | – | -5 | -100.0% | -0.05% | – |
| EDV | Exit | VANGUARD WORLD FD | $0 | – | -91 | -100.0% | -0.05% | – |
| DIV | Exit | GLOBAL X FDSdomestic equities | $0 | – | -17 | -100.0% | -0.06% | – |
| IQV | Exit | IQVIA HLDGS INCdomestic equities | $0 | – | -199 | -100.0% | -0.06% | – |
| NBIX | Exit | NEUROCRINE BIOSCIENCES INCdomestic equities | $0 | – | -101 | -100.0% | -0.06% | – |
| ACHC | Exit | ACADIA HEALTHCARE COMPANY INdomestic equities | $0 | – | -72 | -100.0% | -0.06% | – |
| ANIK | Exit | ANIKA THERAPEUTICS INCdomestic equities | $0 | – | -29 | -100.0% | -0.06% | – |
| EFAS | Exit | GLOBAL X FDSinternational equities | $0 | – | -14 | -100.0% | -0.07% | – |
| GMED | Exit | GLOBUS MED INCdomestic equities | $0 | – | -57 | -100.0% | -0.07% | – |
| VREX | Exit | VAREX IMAGING CORPdomestic equities | $0 | – | -18 | -100.0% | -0.07% | – |
| RDNT | Exit | RADNET INCdomestic equities | $0 | – | -25 | -100.0% | -0.08% | – |
| IBDS | Exit | ISHARES TR | $0 | – | -24 | -100.0% | -0.09% | – |
| IBDR | Exit | ISHARES TR | $0 | – | -24 | -100.0% | -0.09% | – |
| IBDQ | Exit | ISHARES TR | $0 | – | -25 | -100.0% | -0.09% | – |
| Exit | FRONTLINE PLCinternational equities | $0 | – | -17 | -100.0% | -0.12% | – | |
| ZTO | Exit | ZTO EXPRESS CAYMAN INCinternational equities | $0 | – | -29 | -100.0% | -0.12% | – |
| STN | Exit | STANTEC INCdomestic equities | $0 | – | -58 | -100.0% | -0.12% | – |
| NMR | Exit | NOMURA HLDGS INCinternational equities | $0 | – | -4 | -100.0% | -0.12% | – |
| YUMC | Exit | YUM CHINA HLDGS INCinternational equities | $0 | – | -63 | -100.0% | -0.12% | – |
| TX | Exit | TERNIUM SAdomestic equities | $0 | – | -41 | -100.0% | -0.12% | – |
| AUY | Exit | YAMANA GOLD INC | $0 | – | -6 | -100.0% | -0.13% | – |
| EGO | Exit | ELDORADO GOLD CORP NEW | $0 | – | -10 | -100.0% | -0.13% | – |
| WPM | Exit | WHEATON PRECIOUS METALS CORPinternational equities | $0 | – | -48 | -100.0% | -0.13% | – |
| FPE | Exit | FIRST TR EXCH TRADED FD IIIpreferred stock | $0 | – | -16 | -100.0% | -0.21% | – |
| SPFF | Exit | GLOBAL X FDSpreferred stock | $0 | – | -9 | -100.0% | -0.21% | – |
| IBDP | Exit | ISHARES TR | $0 | – | -25 | -100.0% | -0.31% | – |
| IBDO | Exit | ISHARES TR | $0 | – | -25 | -100.0% | -0.32% | – |
| LTPZ | Exit | PIMCO ETF TR | $0 | – | -62 | -100.0% | -0.34% | – |
| KRE | Exit | SPDR SER TRdomestic equities | $0 | – | -44 | -100.0% | -0.67% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-08-09
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| AIR PRODS & CHEMS INC COM | 21 | Q3 2023 | 54.6% |
| SPDR SER TR | 20 | Q3 2023 | 9.6% |
| VANGUARD REIT ETF | 20 | Q3 2023 | 4.3% |
| ISHARES TRUST CORE INTL AGGR ETF | 20 | Q3 2023 | 6.5% |
| ISHARES TRUST BARCLAYS 0-5 YR TIPS BD FD ETF | 20 | Q3 2023 | 3.9% |
| ISHARES TRUST IBOXX HI YD ETF | 20 | Q3 2023 | 2.2% |
| VANGUARD INTERMED TERM ETF | 20 | Q3 2023 | 3.1% |
| SCHWAB STRATEGIC TR SHT TM US TRES ETF | 20 | Q3 2023 | 2.3% |
| VANGUARD VANGUARD MTG-BACKED SECS ID | 20 | Q3 2023 | 2.4% |
| ISHARES TR | 20 | Q3 2023 | 2.3% |
View Financial Gravity Asset Management, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-15 |
| 13F-HR | 2023-11-16 |
| 13F-HR | 2023-08-09 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-02-15 |
| 13F-HR | 2022-11-03 |
| 13F-HR | 2022-08-05 |
| 13F-HR | 2022-05-13 |
| 13F-HR | 2022-02-11 |
| 13F-HR | 2021-11-12 |
View Financial Gravity Asset Management, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.