$1.01 Billion is the total value of Global Retirement Partners, LLC's 2034 reported holdings in Q3 2021. The portfolio turnover from Q2 2021 to Q3 2021 was 26.2% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AJG | Buy | GALLAGHER ARTHUR J & CO | $77,536,000 | +6.3% | 521,602 | +0.2% | 7.67% | +2.6% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $36,866,000 | +1.7% | 85,906 | +1.4% | 3.65% | -1.9% |
| AAPL | Buy | APPLE INC | $24,208,000 | +4.8% | 171,082 | +1.4% | 2.39% | +1.1% |
| SPLG | Buy | SPDR SER TRportfolio s&p500 | $23,417,000 | +6.5% | 464,063 | +6.3% | 2.32% | +2.8% |
| MSFT | Buy | MICROSOFT CORP | $18,845,000 | +6.9% | 66,845 | +2.8% | 1.86% | +3.3% |
| BND | Buy | VANGUARD BD INDEX FDStotal bnd mrkt | $17,832,000 | +10.4% | 208,681 | +11.0% | 1.76% | +6.6% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $17,747,000 | +2.8% | 49,578 | +1.7% | 1.76% | -0.8% |
| VOO | Buy | VANGUARD INDEX FDS | $15,336,000 | +3.4% | 38,886 | +3.1% | 1.52% | -0.2% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $14,491,000 | +18.7% | 33,637 | +18.5% | 1.43% | +14.5% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $13,171,000 | -1.0% | 120,621 | +2.4% | 1.30% | -4.4% |
| AMZN | Buy | AMAZON COM INC | $12,148,000 | -1.0% | 3,698 | +3.6% | 1.20% | -4.5% |
| IEFA | Buy | ISHARES TRcore msci eafe | $11,772,000 | +9.2% | 158,543 | +10.1% | 1.16% | +5.4% |
| SPTI | Buy | SPDR SER TRportfli intrmdit | $11,135,000 | +9.5% | 344,616 | +9.8% | 1.10% | +5.8% |
| SPDW | Buy | SPDR INDEX SHS FDSportfolio devlpd | $9,486,000 | +11.5% | 261,961 | +13.2% | 0.94% | +7.6% |
| IWM | Buy | ISHARES TRrussell 2000 etf | $9,219,000 | -3.3% | 42,144 | +1.4% | 0.91% | -6.6% |
| VB | Buy | VANGUARD INDEX FDSsmall cp etf | $9,045,000 | +1.9% | 41,365 | +4.9% | 0.89% | -1.8% |
| IEMG | Buy | ISHARES INCcore msci emkt | $8,834,000 | -1.0% | 143,041 | +7.4% | 0.87% | -4.4% |
| JHMM | Buy | JOHN HANCOCK EXCHANGE TRADEDmultifactor mi | $8,813,000 | +7.5% | 170,632 | +7.9% | 0.87% | +3.8% |
| DVY | Buy | ISHARES TRselect divid etf | $7,836,000 | +5.8% | 68,308 | +7.6% | 0.78% | +2.2% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $7,825,000 | +11.5% | 2,927 | +1.8% | 0.77% | +7.6% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $7,522,000 | +1.6% | 28,594 | +3.8% | 0.74% | -2.0% |
| NOW | Buy | SERVICENOW INC | $7,226,000 | +14.9% | 11,612 | +1.5% | 0.72% | +11.0% |
| HD | Buy | HOME DEPOT INC | $7,059,000 | +4.8% | 21,503 | +1.8% | 0.70% | +1.2% |
| VYM | Buy | VANGUARD WHITEHALL FDShigh div yld | $6,902,000 | +12.9% | 66,786 | +14.4% | 0.68% | +9.1% |
| MBB | Buy | ISHARES TRmbs etf | $6,841,000 | +4.6% | 63,263 | +4.7% | 0.68% | +1.0% |
| PGX | Buy | INVESCO EXCH TRADED FD TR IIpfd etf | $5,927,000 | +0.9% | 394,332 | +2.9% | 0.59% | -2.7% |
| DIS | Buy | DISNEY WALT CO | $5,804,000 | -0.7% | 34,309 | +3.2% | 0.57% | -4.0% |
| JPM | Buy | JPMORGAN CHASE & CO | $5,630,000 | +9.9% | 34,392 | +4.4% | 0.56% | +6.1% |
| SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $5,476,000 | +5.0% | 73,757 | +7.0% | 0.54% | +1.5% |
| TSLA | Buy | TESLA INC | $5,355,000 | +16.6% | 6,905 | +2.2% | 0.53% | +12.5% |
| VEA | Buy | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $4,984,000 | +1.2% | 98,705 | +3.3% | 0.49% | -2.2% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $4,636,000 | +2.3% | 11,864 | +4.8% | 0.46% | -1.3% |
| ADBE | Buy | ADOBE SYSTEMS INCORPORATED | $4,544,000 | +0.6% | 7,893 | +2.3% | 0.45% | -3.0% |
| IVW | Buy | ISHARES TRs&p 500 grwt etf | $4,526,000 | +13.9% | 61,237 | +12.1% | 0.45% | +10.1% |
| VO | Buy | VANGUARD INDEX FDSmid cap etf | $4,429,000 | +8.8% | 18,705 | +9.1% | 0.44% | +5.0% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $4,238,000 | +1.7% | 84,738 | +10.4% | 0.42% | -1.9% |
| AMD | Buy | ADVANCED MICRO DEVICES INC | $3,854,000 | +17.7% | 37,453 | +7.4% | 0.38% | +13.4% |
| New | GENERAL ELECTRIC CO | $3,755,000 | – | 36,448 | +100.0% | 0.37% | – | |
| COST | Buy | COSTCO WHSL CORP NEW | $3,639,000 | +19.6% | 8,099 | +5.3% | 0.36% | +15.4% |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC | $3,573,000 | +17.6% | 6,254 | +3.9% | 0.35% | +13.5% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $3,476,000 | +17.8% | 1,304 | +10.7% | 0.34% | +13.9% |
| CAT | Buy | CATERPILLAR INC | $3,393,000 | -5.9% | 17,674 | +6.7% | 0.34% | -8.9% |
| WMT | Buy | WALMART INC | $3,386,000 | +2.8% | 24,291 | +4.0% | 0.34% | -0.9% |
| PYPL | Buy | PAYPAL HLDGS INC | $3,353,000 | -4.2% | 12,885 | +7.3% | 0.33% | -7.5% |
| TSM | Buy | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $3,308,000 | -4.9% | 29,632 | +2.3% | 0.33% | -8.4% |
| USHY | Buy | ISHARES TRbroad usd high | $3,180,000 | +0.5% | 76,622 | +1.0% | 0.31% | -3.1% |
| EQIX | Buy | EQUINIX INC | $3,123,000 | +4.0% | 3,952 | +5.6% | 0.31% | +0.3% |
| ASML | Buy | ASML HOLDING N V | $2,977,000 | +15.0% | 3,996 | +6.6% | 0.29% | +10.9% |
| VGT | Buy | VANGUARD WORLD FDSinf tech etf | $2,944,000 | +25.9% | 7,335 | +25.1% | 0.29% | +21.2% |
| XLI | Buy | SELECT SECTOR SPDR TRsbi int-inds | $2,904,000 | +23.1% | 29,679 | +28.8% | 0.29% | +18.6% |
| NVDA | Buy | NVIDIA CORPORATION | $2,851,000 | +17.3% | 13,762 | +353.1% | 0.28% | +13.3% |
| ISRG | Buy | INTUITIVE SURGICAL INC | $2,806,000 | +10.5% | 2,823 | +2.2% | 0.28% | +6.5% |
| MUB | Buy | ISHARES TRnational mun etf | $2,791,000 | +1.2% | 24,022 | +2.1% | 0.28% | -2.1% |
| SLV | Buy | ISHARES SILVER TRishares | $2,777,000 | -15.2% | 135,348 | +0.2% | 0.28% | -17.9% |
| SCHG | Buy | SCHWAB STRATEGIC TRus lcap gr etf | $2,755,000 | +11.9% | 18,605 | +10.3% | 0.27% | +7.9% |
| LULU | Buy | LULULEMON ATHLETICA INC | $2,702,000 | +16.1% | 6,677 | +4.7% | 0.27% | +12.2% |
| NEE | Buy | NEXTERA ENERGY INC | $2,699,000 | +13.7% | 34,371 | +6.1% | 0.27% | +9.9% |
| QCOM | Buy | QUALCOMM INC | $2,696,000 | -1.8% | 20,904 | +8.8% | 0.27% | -5.0% |
| ROK | Buy | ROCKWELL AUTOMATION INC | $2,620,000 | +7.0% | 8,910 | +4.1% | 0.26% | +3.2% |
| FB | Buy | FACEBOOK INCcl a | $2,594,000 | +1.7% | 7,644 | +4.2% | 0.26% | -1.5% |
| CSCO | Buy | CISCO SYS INC | $2,578,000 | +5.6% | 47,361 | +2.8% | 0.26% | +2.0% |
| ITOT | Buy | ISHARES TRcore s&p ttl stk | $2,551,000 | +2.1% | 25,934 | +2.6% | 0.25% | -1.6% |
| BA | Buy | BOEING CO | $2,545,000 | -5.0% | 11,571 | +3.5% | 0.25% | -8.4% |
| IEI | Buy | ISHARES TR3 7 yr treas bd | $2,510,000 | +16.2% | 19,281 | +16.5% | 0.25% | +12.2% |
| PFE | Buy | PFIZER INC | $2,512,000 | +11.6% | 58,409 | +1.6% | 0.25% | +7.4% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $2,506,000 | +12.6% | 9,181 | +14.6% | 0.25% | +8.8% |
| EW | Buy | EDWARDS LIFESCIENCES CORP | $2,462,000 | +11.6% | 21,746 | +2.1% | 0.24% | +7.5% |
| BAC | Buy | BK OF AMERICA CORP | $2,454,000 | +22.5% | 57,821 | +19.0% | 0.24% | +18.5% |
| XLF | Buy | SELECT SECTOR SPDR TRfinancial | $2,439,000 | +26.9% | 64,991 | +24.1% | 0.24% | +22.3% |
| ZTS | Buy | ZOETIS INCcl a | $2,414,000 | +8.6% | 12,433 | +4.3% | 0.24% | +4.8% |
| ABBV | Buy | ABBVIE INC | $2,253,000 | +13.3% | 20,883 | +18.3% | 0.22% | +9.3% |
| SCHV | Buy | SCHWAB STRATEGIC TRus lcap va etf | $2,252,000 | +8.5% | 33,368 | +10.0% | 0.22% | +4.7% |
| CTAS | Buy | CINTAS CORP | $2,153,000 | +4.4% | 5,656 | +4.8% | 0.21% | +0.9% |
| EMB | Buy | ISHARES TRjpmorgan usd emg | $2,131,000 | +3.5% | 19,361 | +5.7% | 0.21% | 0.0% |
| AVGO | Buy | BROADCOM INC | $2,010,000 | +4.4% | 4,145 | +2.7% | 0.20% | +1.0% |
| CVX | Buy | CHEVRON CORP NEW | $1,981,000 | +12.4% | 19,528 | +16.1% | 0.20% | +8.3% |
| MCD | Buy | MCDONALDS CORP | $1,923,000 | +6.2% | 7,977 | +1.7% | 0.19% | +2.2% |
| SPIB | Buy | SPDR SER TRportfolio intrmd | $1,912,000 | +23.4% | 52,354 | +23.9% | 0.19% | +18.9% |
| PFG | Buy | PRINCIPAL FINANCIAL GROUP IN | $1,856,000 | +2.1% | 28,818 | +0.2% | 0.18% | -1.1% |
| PG | Buy | PROCTER AND GAMBLE CO | $1,844,000 | +9.0% | 13,188 | +5.2% | 0.18% | +5.2% |
| GLD | Buy | SPDR GOLD TR | $1,778,000 | +0.3% | 10,825 | +1.2% | 0.18% | -3.3% |
| WFC | Buy | WELLS FARGO CO NEW | $1,779,000 | +51.8% | 38,339 | +48.2% | 0.18% | +46.7% |
| ILCB | Buy | ISHARES TRmorningstr us eq | $1,777,000 | +82.6% | 29,286 | +82.8% | 0.18% | +76.0% |
| SPYG | Buy | SPDR SER TRprtflo s&p500 gw | $1,760,000 | +13.3% | 27,493 | +11.4% | 0.17% | +9.4% |
| PWR | Buy | QUANTA SVCS INC | $1,758,000 | +1640.6% | 15,443 | +1278.8% | 0.17% | +1640.0% |
| SPYV | Buy | SPDR SER TRprtflo s&p500 vl | $1,744,000 | +11.2% | 44,714 | +12.7% | 0.17% | +6.8% |
| TIP | Buy | ISHARES TRtips bd etf | $1,718,000 | +51.1% | 13,457 | +51.5% | 0.17% | +46.6% |
| XLY | Buy | SELECT SECTOR SPDR TRsbi cons discr | $1,721,000 | +76.9% | 9,589 | +76.0% | 0.17% | +70.0% |
| XLC | Buy | SELECT SECTOR SPDR TR | $1,658,000 | +40.6% | 20,697 | +42.1% | 0.16% | +35.5% |
| SDY | Buy | SPDR SER TRs&p divid etf | $1,660,000 | +3.9% | 14,121 | +8.1% | 0.16% | 0.0% |
| EFA | Buy | ISHARES TRmsci eafe etf | $1,645,000 | +6.9% | 21,083 | +8.1% | 0.16% | +3.2% |
| TOTL | Buy | SSGA ACTIVE ETF TRspdr tr tactic | $1,622,000 | +6.6% | 33,564 | +6.8% | 0.16% | +2.6% |
| MO | Buy | ALTRIA GROUP INC | $1,598,000 | -1.5% | 35,107 | +3.2% | 0.16% | -4.8% |
| WTBA | Buy | WEST BANCORPORATION INCcap stk | $1,575,000 | +8.2% | 52,441 | +0.0% | 0.16% | +4.7% |
| JPST | Buy | J P MORGAN EXCHANGE-TRADED Fultra shrt inc | $1,550,000 | +22.2% | 30,564 | +22.3% | 0.15% | +17.7% |
| TXN | Buy | TEXAS INSTRS INC | $1,528,000 | +2.8% | 7,948 | +2.8% | 0.15% | -0.7% |
| MGK | Buy | VANGUARD WORLD FDmega grwth ind | $1,503,000 | +109.6% | 6,401 | +106.6% | 0.15% | +104.1% |
| XLRE | Buy | SELECT SECTOR SPDR TRrl est sel sec | $1,490,000 | +5.4% | 33,525 | +5.1% | 0.15% | +1.4% |
| DHR | Buy | DANAHER CORPORATION | $1,471,000 | +15.5% | 4,832 | +1.7% | 0.14% | +10.7% |
| TFC | Buy | TRUIST FINL CORP | $1,445,000 | +8.3% | 24,642 | +2.5% | 0.14% | +4.4% |
| SCHM | Buy | SCHWAB STRATEGIC TRus mid-cap etf | $1,436,000 | +6.1% | 18,736 | +8.4% | 0.14% | +2.2% |
| BLK | Buy | BLACKROCK INC | $1,390,000 | -1.7% | 1,657 | +2.5% | 0.14% | -5.5% |
| CMCSA | Buy | COMCAST CORP NEWcl a | $1,374,000 | -0.5% | 24,571 | +1.5% | 0.14% | -3.5% |
| NOBL | Buy | PROSHARES TRs&p 500 dv arist | $1,377,000 | +22.8% | 15,551 | +25.7% | 0.14% | +18.3% |
| XLV | Buy | SELECT SECTOR SPDR TRsbi healthcare | $1,360,000 | +14.2% | 10,686 | +13.0% | 0.13% | +9.8% |
| PTLC | Buy | PACER FDS TRtrendp us lar cp | $1,349,000 | +16.6% | 35,766 | +16.2% | 0.13% | +11.8% |
| OKE | Buy | ONEOK INC NEW | $1,336,000 | +8.9% | 23,044 | +4.5% | 0.13% | +4.8% |
| IVE | Buy | ISHARES TRs&p 500 val etf | $1,319,000 | 0.0% | 9,069 | +1.5% | 0.13% | -3.7% |
| SBUX | Buy | STARBUCKS CORP | $1,283,000 | +1.0% | 11,632 | +2.4% | 0.13% | -2.3% |
| DUK | Buy | DUKE ENERGY CORP NEW | $1,210,000 | +0.2% | 12,399 | +1.3% | 0.12% | -3.2% |
| T | Buy | AT&T INC | $1,201,000 | -5.1% | 44,468 | +1.2% | 0.12% | -8.5% |
| PSP | Buy | INVESCO EXCHANGE TRADED FD Tgbl listed pvt | $1,194,000 | +6.5% | 79,679 | +8.8% | 0.12% | +2.6% |
| SCHE | Buy | SCHWAB STRATEGIC TRemrg mkteq etf | $1,131,000 | -0.3% | 37,090 | +7.5% | 0.11% | -3.4% |
| TGT | Buy | TARGET CORP | $1,125,000 | -1.5% | 4,916 | +4.0% | 0.11% | -5.1% |
| SPEM | Buy | SPDR INDEX SHS FDSportfolio emg mk | $1,111,000 | +17.7% | 26,131 | +25.9% | 0.11% | +13.4% |
| SPTM | Buy | SPDR SER TRportfoli s&p1500 | $1,116,000 | +6.4% | 21,056 | +6.3% | 0.11% | +2.8% |
| D | Buy | DOMINION ENERGY INC | $1,105,000 | +0.4% | 15,131 | +1.1% | 0.11% | -3.5% |
| VMBS | Buy | VANGUARD SCOTTSDALE FDSmtg-bkd secs etf | $1,069,000 | +1.2% | 20,053 | +1.4% | 0.11% | -1.9% |
| QTEC | Buy | FIRST TR NASDAQ 100 TECH IND | $1,054,000 | +23.7% | 6,680 | +24.7% | 0.10% | +19.5% |
| VBR | Buy | VANGUARD INDEX FDSsm cp val etf | $1,033,000 | -0.5% | 6,104 | +2.1% | 0.10% | -3.8% |
| PM | Buy | PHILIP MORRIS INTL INC | $1,036,000 | -3.7% | 10,925 | +0.7% | 0.10% | -7.3% |
| SCHP | Buy | SCHWAB STRATEGIC TRus tips etf | $1,026,000 | +116.0% | 16,394 | +115.9% | 0.10% | +106.1% |
| MRK | Buy | MERCK & CO INC | $1,000,000 | +0.3% | 13,310 | +3.8% | 0.10% | -2.9% |
| NUAN | Buy | NUANCE COMMUNICATIONS INC | $962,000 | +440.4% | 17,475 | +433.6% | 0.10% | +427.8% |
| ENB | Buy | ENBRIDGE INC | $962,000 | +4.3% | 24,164 | +4.9% | 0.10% | +1.1% |
| XLB | Buy | SELECT SECTOR SPDR TRsbi materials | $952,000 | +38.8% | 12,039 | +44.4% | 0.09% | +34.3% |
| NFLX | Buy | NETFLIX INC | $907,000 | +23.4% | 1,486 | +6.8% | 0.09% | +20.0% |
| LMBS | Buy | FIRST TR EXCHANGE-TRADED FDfst low oppt eft | $872,000 | +28.4% | 17,249 | +29.4% | 0.09% | +22.9% |
| SCHF | Buy | SCHWAB STRATEGIC TRintl eqty etf | $872,000 | +240.6% | 22,537 | +247.3% | 0.09% | +230.8% |
| DE | Buy | DEERE & CO | $859,000 | +2.6% | 2,563 | +8.1% | 0.08% | -1.2% |
| QMOM | Buy | ALPHA ARCHITECT ETF TRus quan momentum | $857,000 | -1.6% | 17,382 | +2.5% | 0.08% | -4.5% |
| USB | Buy | US BANCORP DEL | $841,000 | +7.0% | 14,152 | +2.5% | 0.08% | +2.5% |
| MDT | Buy | MEDTRONIC PLC | $826,000 | +6.7% | 6,589 | +5.7% | 0.08% | +3.8% |
| LQD | Buy | ISHARES TRiboxx inv cp etf | $809,000 | +12.0% | 6,082 | +13.1% | 0.08% | +8.1% |
| AMAT | Buy | APPLIED MATLS INC | $795,000 | -9.4% | 6,173 | +0.2% | 0.08% | -12.2% |
| FSK | Buy | FS KKR CAP CORP | $801,000 | +3.0% | 36,354 | +0.5% | 0.08% | -1.2% |
| IXJ | Buy | ISHARES TRglob hlthcre etf | $786,000 | +12.8% | 9,382 | +11.9% | 0.08% | +9.9% |
| RDVY | Buy | FIRST TR EXCHANGE-TRADED FDrisng divd achiv | $793,000 | +2.2% | 16,703 | +3.3% | 0.08% | -1.3% |
| VTEB | Buy | VANGUARD MUN BD FDStax exempt bd | $781,000 | +11057.1% | 14,258 | +10701.5% | 0.08% | +7600.0% |
| VLUE | Buy | ISHARES TRmsci usa value | $776,000 | +61.3% | 7,701 | +68.1% | 0.08% | +57.1% |
| SCHB | Buy | SCHWAB STRATEGIC TRus brd mkt etf | $777,000 | +4.3% | 7,481 | +4.7% | 0.08% | +1.3% |
| RSP | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $779,000 | +1.6% | 5,200 | +2.2% | 0.08% | -2.5% |
| DPZ | Buy | DOMINOS PIZZA INC | $760,000 | +3.1% | 1,593 | +0.8% | 0.08% | -1.3% |
| ETN | Buy | EATON CORP PLC | $762,000 | +7.3% | 5,104 | +6.5% | 0.08% | +2.7% |
| SCHA | Buy | SCHWAB STRATEGIC TRus sml cap etf | $751,000 | +10.3% | 7,501 | +14.8% | 0.07% | +5.7% |
| IMCG | Buy | ISHARES TRmrgstr md cp grw | $745,000 | +17.3% | 10,809 | +17.2% | 0.07% | +13.8% |
| EWL | Buy | ISHARES INCmsci switzerland | $729,000 | +7.2% | 15,647 | +11.9% | 0.07% | +2.9% |
| IHI | Buy | ISHARES TRu.s. med dvc etf | $727,000 | +8.7% | 11,578 | +524.5% | 0.07% | +4.3% |
| DIA | Buy | SPDR DOW JONES INDL AVERAGEut ser 1 | $719,000 | -1.9% | 2,126 | +0.0% | 0.07% | -5.3% |
| IWB | Buy | ISHARES TRrus 1000 etf | $723,000 | +18.7% | 2,990 | +18.9% | 0.07% | +14.5% |
| STIP | Buy | ISHARES TR0-5 yr tips etf | $687,000 | +44.9% | 6,507 | +45.8% | 0.07% | +38.8% |
| ANTM | Buy | ANTHEM INC | $683,000 | -1.4% | 1,833 | +1.0% | 0.07% | -4.2% |
| BTI | Buy | BRITISH AMERN TOB PLCsponsored adr | $683,000 | +19.6% | 19,347 | +33.1% | 0.07% | +17.2% |
| SLY | Buy | SPDR SER TRs&p 600 sml cap | $686,000 | +0.4% | 7,237 | +3.6% | 0.07% | -2.9% |
| SPTS | Buy | SPDR SER TRportfolio sh tsr | $684,000 | +57.6% | 22,332 | +57.5% | 0.07% | +54.5% |
| IAU | Buy | ISHARES GOLD TRishares new | $677,000 | +31.2% | 20,257 | +32.3% | 0.07% | +26.4% |
| PSA | Buy | PUBLIC STORAGE | $666,000 | -0.9% | 2,240 | +0.2% | 0.07% | -4.3% |
| CRM | Buy | SALESFORCE COM INC | $667,000 | +11.7% | 2,459 | +0.6% | 0.07% | +8.2% |
| ACWX | Buy | ISHARES TRmsci acwi ex us | $660,000 | -2.5% | 11,918 | +1.2% | 0.06% | -5.8% |
| IJS | Buy | ISHARES TRsp smcp600vl etf | $656,000 | +455.9% | 6,512 | +483.0% | 0.06% | +441.7% |
| CMG | Buy | CHIPOTLE MEXICAN GRILL INC | $651,000 | +20.3% | 358 | +2.6% | 0.06% | +16.4% |
| BP | Buy | BP PLCsponsored adr | $651,000 | +4.3% | 23,813 | +0.9% | 0.06% | 0.0% |
| ESGU | Buy | ISHARES TResg awr msci usa | $650,000 | +24.3% | 6,603 | +24.3% | 0.06% | +18.5% |
| INTC | Buy | INTEL CORP | $649,000 | +1.9% | 12,185 | +7.4% | 0.06% | -1.5% |
| SPSB | Buy | SPDR SER TRportfolio short | $645,000 | +43.7% | 20,655 | +43.9% | 0.06% | +39.1% |
| SHY | Buy | ISHARES TR1 3 yr treas bd | $640,000 | +39.7% | 7,431 | +39.8% | 0.06% | +34.0% |
| ABT | Buy | ABBOTT LABS | $629,000 | +5.7% | 5,328 | +3.9% | 0.06% | +1.6% |
| PFF | Buy | ISHARES TRpfd and incm sec | $628,000 | +6.3% | 16,193 | +7.7% | 0.06% | +1.6% |
| KMX | Buy | CARMAX INC | $612,000 | +0.2% | 4,785 | +1.1% | 0.06% | -3.2% |
| SO | Buy | SOUTHERN CO | $616,000 | +9.0% | 9,939 | +6.4% | 0.06% | +5.2% |
| IUSB | Buy | ISHARES TRcore total usd | $608,000 | +20.4% | 11,413 | +20.9% | 0.06% | +15.4% |
| REM | Buy | ISHARES TRmortge rel etf | $595,000 | +3618.8% | 16,453 | +3699.8% | 0.06% | +2850.0% |
| BSCO | Buy | INVESCO EXCH TRD SLF IDX FD | $592,000 | -0.2% | 26,756 | +0.1% | 0.06% | -3.3% |
| FLOT | Buy | ISHARES TRfltg rate nt etf | $567,000 | +7.6% | 11,150 | +7.5% | 0.06% | +3.7% |
| IWY | Buy | ISHARES TRrus tp200 gr etf | $558,000 | +135.4% | 3,656 | +131.8% | 0.06% | +129.2% |
| CCI | Buy | CROWN CASTLE INTL CORP NEW | $555,000 | -9.8% | 3,203 | +1.7% | 0.06% | -12.7% |
| IXUS | Buy | ISHARES TRcore msci total | $559,000 | +2.4% | 7,868 | +5.7% | 0.06% | -1.8% |
| EFV | Buy | ISHARES TReafe value etf | $556,000 | +4.1% | 10,934 | +6.0% | 0.06% | 0.0% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $554,000 | +82.2% | 3,986 | +92.1% | 0.06% | +77.4% |
| DHI | Buy | D R HORTON INC | $553,000 | -1.1% | 6,591 | +6.5% | 0.06% | -3.5% |
| LYFT | Buy | LYFT INC | $549,000 | -9.7% | 10,252 | +2.0% | 0.05% | -12.9% |
| IYW | Buy | ISHARES TRu.s. tech etf | $542,000 | +5.4% | 5,352 | +3.4% | 0.05% | +1.9% |
| HYG | Buy | ISHARES TRiboxx hi yd etf | $549,000 | +7.4% | 6,279 | +8.1% | 0.05% | +3.8% |
| BKNG | Buy | BOOKING HOLDINGS INC | $548,000 | +11.4% | 231 | +2.7% | 0.05% | +8.0% |
| RKT | Buy | ROCKET COS INC | $542,000 | +48.5% | 33,815 | +79.5% | 0.05% | +45.9% |
| GPC | Buy | GENUINE PARTS CO | $534,000 | 0.0% | 4,408 | +4.4% | 0.05% | -3.6% |
| EMN | Buy | EASTMAN CHEM CO | $520,000 | +1.0% | 5,166 | +17.0% | 0.05% | -3.8% |
| VT | Buy | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $504,000 | +75.0% | 4,946 | +77.7% | 0.05% | +66.7% |
| TEL | Buy | TE CONNECTIVITY LTD | $495,000 | +7.4% | 3,607 | +5.7% | 0.05% | +4.3% |
| ILCG | Buy | ISHARES TRmorningstar grwt | $491,000 | +17.5% | 7,497 | +16.3% | 0.05% | +14.0% |
| REZ | Buy | ISHARES TRresidential mult | $500,000 | +16.3% | 5,848 | +13.4% | 0.05% | +11.4% |
| SWAN | Buy | AMPLIFY ETF TRblackswan grwt | $496,000 | +62.1% | 14,488 | +62.3% | 0.05% | +58.1% |
| EWG | Buy | ISHARES INCmsci germany etf | $496,000 | +84.4% | 15,082 | +94.0% | 0.05% | +75.0% |
| LYG | Buy | LLOYDS BANKING GROUP PLCsponsored adr | $487,000 | -0.6% | 198,664 | +3.3% | 0.05% | -4.0% |
| PWZ | Buy | INVESCO EXCH TRADED FD TR IIcalif amt mun | $477,000 | +149.7% | 17,189 | +152.6% | 0.05% | +135.0% |
| AZN | Buy | ASTRAZENECA PLCsponsored adr | $472,000 | +505.1% | 7,862 | +505.2% | 0.05% | +487.5% |
| GS | Buy | GOLDMAN SACHS GROUP INC | $475,000 | +1.3% | 1,255 | +1.5% | 0.05% | -2.1% |
| MDLZ | Buy | MONDELEZ INTL INCcl a | $480,000 | -2.4% | 8,249 | +4.7% | 0.05% | -6.0% |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO | $468,000 | -6.6% | 7,913 | +5.5% | 0.05% | -9.8% |
| XLP | Buy | SELECT SECTOR SPDR TRsbi cons stpls | $465,000 | +2.0% | 6,757 | +3.6% | 0.05% | -2.1% |
| ABC | Buy | AMERISOURCEBERGEN CORP | $461,000 | +7.0% | 3,860 | +2.4% | 0.05% | +4.5% |
| WMB | Buy | WILLIAMS COS INC | $463,000 | -0.4% | 17,852 | +2.0% | 0.05% | -4.2% |
| APPS | Buy | DIGITAL TURBINE INC | $468,000 | +94.2% | 6,805 | +114.3% | 0.05% | +84.0% |
| FCX | Buy | FREEPORT-MCMORAN INCcl b | $448,000 | -11.5% | 13,775 | +1.1% | 0.04% | -15.4% |
| ODFL | Buy | OLD DOMINION FREIGHT LINE IN | $441,000 | +71.6% | 1,541 | +52.0% | 0.04% | +69.2% |
| LAMR | Buy | LAMAR ADVERTISING CO NEWcl a | $444,000 | +10.7% | 3,917 | +2.1% | 0.04% | +7.3% |
| GNRC | Buy | GENERAC HLDGS INC | $447,000 | +151.1% | 1,095 | +155.8% | 0.04% | +144.4% |
| NYCB | Buy | NEW YORK CMNTY BANCORP INC | $438,000 | +30.4% | 34,000 | +11.5% | 0.04% | +26.5% |
| EWJ | Buy | ISHARES INCmsci jpn etf new | $422,000 | +7.4% | 6,004 | +3.3% | 0.04% | +5.0% |
| PTIN | Buy | PACER FDS TRtrendpilot intl | $427,000 | +14.5% | 14,981 | +16.1% | 0.04% | +10.5% |
| LMT | Buy | LOCKHEED MARTIN CORP | $423,000 | -4.7% | 1,224 | +4.3% | 0.04% | -6.7% |
| HBI | Buy | HANESBRANDS INC | $426,000 | -5.8% | 24,832 | +2.6% | 0.04% | -8.7% |
| RMD | Buy | RESMED INC | $415,000 | +7.5% | 1,575 | +0.7% | 0.04% | +2.5% |
| EIX | Buy | EDISON INTL | $416,000 | -2.6% | 7,494 | +1.4% | 0.04% | -6.8% |
| SRC | Buy | SPIRIT RLTY CAP INC NEW | $417,000 | -1.7% | 9,051 | +2.2% | 0.04% | -4.7% |
| SCHO | Buy | SCHWAB STRATEGIC TRsht tm us tres | $418,000 | +0.5% | 8,167 | +0.5% | 0.04% | -4.7% |
| AVDE | Buy | AMERICAN CENTY ETF TRintl eqt etf | $414,000 | +3.2% | 6,628 | +4.3% | 0.04% | 0.0% |
| FE | Buy | FIRSTENERGY CORP | $413,000 | -2.4% | 11,597 | +2.1% | 0.04% | -4.7% |
| FXI | Buy | ISHARES TRchina lg-cap etf | $407,000 | -1.5% | 10,453 | +17.3% | 0.04% | -4.8% |
| VBK | Buy | VANGUARD INDEX FDSsml cp grw etf | $404,000 | +0.7% | 1,440 | +4.0% | 0.04% | -2.4% |
| NSC | Buy | NORFOLK SOUTHN CORP | $397,000 | -7.0% | 1,659 | +3.2% | 0.04% | -11.4% |
| ILCV | Buy | ISHARES TRmorningstar valu | $392,000 | +9.8% | 6,159 | +11.5% | 0.04% | +5.4% |
| BXMT | Buy | BLACKSTONE MTG TR INC | $394,000 | -3.0% | 13,002 | +2.0% | 0.04% | -7.1% |
| OMC | Buy | OMNICOM GROUP INC | $388,000 | -0.8% | 5,359 | +9.7% | 0.04% | -5.0% |
| GIS | Buy | GENERAL MLS INC | $387,000 | +1.6% | 6,471 | +3.5% | 0.04% | -2.6% |
| IWP | Buy | ISHARES TRrus md cp gr etf | $386,000 | -1.0% | 3,447 | +0.0% | 0.04% | -5.0% |
| ALNY | Buy | ALNYLAM PHARMACEUTICALS INC | $384,000 | +15.0% | 2,034 | +3.1% | 0.04% | +11.8% |
| XMLV | Buy | INVESCO EXCH TRADED FD TR IIs&p midcp low | $371,000 | -1.6% | 7,055 | +0.0% | 0.04% | -5.1% |
| CMP | Buy | COMPASS MINERALS INTL INC | $375,000 | +12.3% | 5,819 | +3.1% | 0.04% | +8.8% |
| UL | Buy | UNILEVER PLCspon adr new | $375,000 | +16.5% | 6,914 | +25.7% | 0.04% | +12.1% |
| SMMU | Buy | PIMCO ETF TRshtrm mun bd act | $362,000 | -0.3% | 7,061 | +0.1% | 0.04% | -2.7% |
| VXUS | Buy | VANGUARD STAR FDSvg tl intl stk f | $363,000 | +13.4% | 5,738 | +17.9% | 0.04% | +9.1% |
| RBLX | Buy | ROBLOX CORPcl a | $360,000 | -13.9% | 4,763 | +2.6% | 0.04% | -16.3% |
| JNK | Buy | SPDR SER TRbloomberg brclys | $352,000 | +13.9% | 3,218 | +14.4% | 0.04% | +9.4% |
| TJX | Buy | TJX COS INC NEW | $350,000 | +0.3% | 5,305 | +2.5% | 0.04% | -2.8% |
| IGIB | Buy | ISHARES TR | $352,000 | +1.1% | 5,860 | +1.9% | 0.04% | -2.8% |
| IDEV | Buy | ISHARES TRcore msci intl | $350,000 | +2.3% | 5,231 | +3.2% | 0.04% | 0.0% |
| ITW | Buy | ILLINOIS TOOL WKS INC | $348,000 | -6.2% | 1,682 | +1.4% | 0.03% | -10.5% |
| VOT | Buy | VANGUARD INDEX FDSmcap gr idxvip | $340,000 | +12.6% | 1,438 | +12.7% | 0.03% | +9.7% |
| FISV | Buy | FISERV INC | $348,000 | +3.0% | 3,204 | +1.4% | 0.03% | -2.9% |
| GSIE | Buy | GOLDMAN SACHS ETF TRactivebeta int | $335,000 | +34.0% | 9,808 | +37.1% | 0.03% | +26.9% |
| EWRE | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql rel | $338,000 | +80.7% | 9,187 | +78.1% | 0.03% | +73.7% |
| MRNA | Buy | MODERNA INC | $333,000 | +375.7% | 865 | +188.3% | 0.03% | +371.4% |
| CI | Buy | CIGNA CORP NEW | $338,000 | -14.2% | 1,691 | +1.9% | 0.03% | -17.5% |
| CNP | Buy | CENTERPOINT ENERGY INC | $322,000 | +3.5% | 13,090 | +3.3% | 0.03% | 0.0% |
| BKLN | Buy | INVESCO EXCH TRADED FD TR IIsr ln etf | $319,000 | +406.3% | 14,429 | +410.2% | 0.03% | +433.3% |
| BAX | Buy | BAXTER INTL INC | $326,000 | +887.9% | 4,049 | +880.4% | 0.03% | +966.7% |
| APO | Buy | APOLLO GLOBAL MGMT INC | $321,000 | +2.9% | 5,207 | +3.8% | 0.03% | 0.0% |
| HFRO | Buy | HIGHLAND INCOME FD | $320,000 | 0.0% | 29,742 | +1.4% | 0.03% | -3.0% |
| EZU | Buy | ISHARES INCmsci eurzone etf | $314,000 | +432.2% | 6,530 | +447.8% | 0.03% | +416.7% |
| AON | Buy | AON PLC | $313,000 | +19.9% | 1,096 | +0.1% | 0.03% | +14.8% |
| BMEZ | Buy | BLACKROCK HEALTH SCIENCS TR | $316,000 | -2.2% | 11,695 | +4.6% | 0.03% | -6.1% |
| EFG | Buy | ISHARES TReafe grwth etf | $299,000 | +55.7% | 2,806 | +56.5% | 0.03% | +50.0% |
| KKR | Buy | KKR & CO INC | $307,000 | +107.4% | 5,038 | +101.4% | 0.03% | +100.0% |
| VOE | Buy | VANGUARD INDEX FDSmcap vl idxvip | $305,000 | +5.2% | 2,182 | +5.7% | 0.03% | 0.0% |
| AA | Buy | ALCOA CORP | $307,000 | +34.1% | 6,278 | +0.8% | 0.03% | +30.4% |
| NVS | Buy | NOVARTIS AGsponsored adr | $291,000 | -7.0% | 3,564 | +3.8% | 0.03% | -9.4% |
| FIS | Buy | FIDELITY NATL INFORMATION SV | $297,000 | -8.3% | 2,444 | +6.9% | 0.03% | -12.1% |
| FLJP | Buy | FRANKLIN TEMPLETON ETF TRftse japan etf | $295,000 | +132.3% | 9,544 | +124.0% | 0.03% | +123.1% |
| TAXF | Buy | AMERICAN CENTY ETF TRdiversified mu | $297,000 | +1.4% | 5,381 | +1.9% | 0.03% | -3.3% |
| RY | Buy | ROYAL BK CDA | $296,000 | -0.3% | 2,977 | +1.5% | 0.03% | -3.3% |
| FMB | Buy | FIRST TR EXCH TRADED FD IIImanagd mun etf | $295,000 | +3.9% | 5,200 | +5.1% | 0.03% | 0.0% |
| AIG | Buy | AMERICAN INTL GROUP INC | $294,000 | +15.7% | 5,359 | +0.5% | 0.03% | +11.5% |
| FIW | Buy | FIRST TR EXCHANGE TRADED FDwtr etf | $284,000 | +10.9% | 3,339 | +8.9% | 0.03% | +7.7% |
| IRM | Buy | IRON MTN INC NEW | $286,000 | +6.3% | 6,579 | +3.6% | 0.03% | 0.0% |
| FREL | Buy | FIDELITY COVINGTON TRUSTmsci rl est etf | $272,000 | +38.1% | 8,942 | +38.3% | 0.03% | +35.0% |
| APD | Buy | AIR PRODS & CHEMS INC | $268,000 | +63.4% | 1,048 | +83.5% | 0.03% | +58.8% |
| FPE | Buy | FIRST TR EXCH TRADED FD IIIpfd secs inc etf | $278,000 | +39.0% | 13,513 | +39.1% | 0.03% | +35.0% |
| VTIP | Buy | VANGUARD MALVERN FDSstrm infproidx | $271,000 | +2610.0% | 5,151 | +2611.1% | 0.03% | +2600.0% |
| CME | Buy | CME GROUP INC | $266,000 | +1.9% | 1,376 | +12.2% | 0.03% | -3.7% |
| YETI | Buy | YETI HLDGS INC | $258,000 | +8500.0% | 3,006 | +9596.8% | 0.03% | – |
| XLNX | Buy | XILINX INC | $259,000 | +793.1% | 1,716 | +745.3% | 0.03% | +766.7% |
| ADI | Buy | ANALOG DEVICES INC | $267,000 | +270.8% | 1,597 | +283.0% | 0.03% | +271.4% |
| IYR | Buy | ISHARES TRu.s. real es etf | $254,000 | +7.2% | 2,479 | +6.6% | 0.02% | +4.2% |
| IJT | Buy | ISHARES TRs&p sml 600 gwt | $253,000 | -1.2% | 1,947 | +0.7% | 0.02% | -3.8% |
| IP | Buy | INTERNATIONAL PAPER CO | $254,000 | -6.6% | 4,542 | +2.3% | 0.02% | -10.7% |
| JGH | Buy | NUVEEN GLOBAL HIGH INCOME FD | $257,000 | -1.2% | 16,026 | +0.1% | 0.02% | -7.4% |
| AOK | Buy | ISHARES TRconser alloc etf | $246,000 | +25.5% | 6,221 | +26.6% | 0.02% | +20.0% |
| GCOR | Buy | GOLDMAN SACHS ETF TRaccess us agrat | $242,000 | +5.2% | 4,956 | +5.5% | 0.02% | 0.0% |
| WM | Buy | WASTE MGMT INC DEL | $241,000 | +20.5% | 1,613 | +12.7% | 0.02% | +20.0% |
| PANW | Buy | PALO ALTO NETWORKS INC | $235,000 | +50.6% | 491 | +16.6% | 0.02% | +43.8% |
| SCHH | Buy | SCHWAB STRATEGIC TRus reit etf | $236,000 | +7.8% | 5,172 | +8.0% | 0.02% | +4.5% |
| DELL | Buy | DELL TECHNOLOGIES INCcl c | $230,000 | +9.5% | 2,212 | +5.0% | 0.02% | +4.5% |
| TMDX | Buy | TRANSMEDICS GROUP INC | $226,000 | +59.2% | 6,841 | +60.3% | 0.02% | +46.7% |
| FXH | Buy | FIRST TR EXCHANGE TRADED FDhlth care alph | $220,000 | +3.8% | 1,849 | +1.9% | 0.02% | 0.0% |
| MSI | Buy | MOTOROLA SOLUTIONS INC | $220,000 | +16.4% | 947 | +8.9% | 0.02% | +15.8% |
| C | Buy | CITIGROUP INC | $222,000 | +7.2% | 3,161 | +8.0% | 0.02% | +4.8% |
| VMC | Buy | VULCAN MATLS CO | $221,000 | -2.6% | 1,305 | +0.1% | 0.02% | -4.3% |
| LEG | Buy | LEGGETT & PLATT INC | $226,000 | -11.4% | 5,042 | +2.4% | 0.02% | -15.4% |
| SYK | Buy | STRYKER CORPORATION | $218,000 | +2.3% | 827 | +1.0% | 0.02% | 0.0% |
| PRU | Buy | PRUDENTIAL FINL INC | $223,000 | +134.7% | 2,122 | +129.2% | 0.02% | +120.0% |
| SCHR | Buy | SCHWAB STRATEGIC TRintrm trm tres | $224,000 | +5.2% | 3,952 | +5.5% | 0.02% | 0.0% |
| MNST | Buy | MONSTER BEVERAGE CORP NEW | $210,000 | +1.0% | 2,364 | +3.9% | 0.02% | 0.0% |
| MET | Buy | METLIFE INC | $213,000 | +12.1% | 3,454 | +8.8% | 0.02% | +10.5% |
| FDX | Buy | FEDEX CORP | $216,000 | -23.1% | 984 | +4.5% | 0.02% | -27.6% |
| GD | Buy | GENERAL DYNAMICS CORP | $208,000 | +6.1% | 1,062 | +2.1% | 0.02% | +5.0% |
| VV | Buy | VANGUARD INDEX FDSlarge cap etf | $211,000 | +2.9% | 1,052 | +3.2% | 0.02% | 0.0% |
| FDL | Buy | FIRST TR MORNINGSTAR DIVID L | $203,000 | -0.5% | 6,195 | +0.6% | 0.02% | -4.8% |
| ISTB | Buy | ISHARES TRcore 1 5 yr usd | $202,000 | +206.1% | 3,963 | +208.2% | 0.02% | +185.7% |
| VOXX | New | VOXX INTL CORPcl a | $198,000 | – | 17,250 | +100.0% | 0.02% | – |
| AMP | Buy | AMERIPRISE FINL INC | $205,000 | +9.6% | 776 | +3.3% | 0.02% | +5.3% |
| SPHB | Buy | INVESCO EXCH TRADED FD TR IIs&p 500 hb etf | $195,000 | -3.0% | 2,670 | +0.5% | 0.02% | -9.5% |
| IONS | Buy | IONIS PHARMACEUTICALS INC | $194,000 | -8.5% | 5,784 | +8.9% | 0.02% | -13.6% |
| XLRN | Buy | ACCELERON PHARMA INC | $193,000 | +3760.0% | 1,122 | +2705.0% | 0.02% | +1800.0% |
| TREX | Buy | TREX CO INC | $191,000 | +7.9% | 1,876 | +8.1% | 0.02% | +5.6% |
| MCK | Buy | MCKESSON CORP | $189,000 | +11.2% | 950 | +6.6% | 0.02% | +11.8% |
| LH | Buy | LABORATORY CORP AMER HLDGS | $192,000 | +7.3% | 681 | +4.9% | 0.02% | +5.6% |
| XT | Buy | ISHARES TRexponential tech | $195,000 | +2.1% | 3,112 | +3.3% | 0.02% | -5.0% |
| COIN | Buy | COINBASE GLOBAL INC | $183,000 | -6.6% | 804 | +3.9% | 0.02% | -10.0% |
| FAST | Buy | FASTENAL CO | $180,000 | 0.0% | 3,494 | +0.8% | 0.02% | 0.0% |
| GIGB | Buy | GOLDMAN SACHS ETF TRaccess invt gr | $181,000 | +13.8% | 3,321 | +14.6% | 0.02% | +12.5% |
| FILL | Buy | ISHARES INCglb enr prod etf | $178,000 | +10.6% | 10,120 | +6.9% | 0.02% | +12.5% |
| BLV | Buy | VANGUARD BD INDEX FDSlong term bond | $180,000 | +3.4% | 1,756 | +4.0% | 0.02% | 0.0% |
| Z | Buy | ZILLOW GROUP INCcl c cap stk | $182,000 | -15.0% | 2,060 | +17.7% | 0.02% | -18.2% |
| IXN | Buy | ISHARES TRglobal tech etf | $177,000 | +21.2% | 3,131 | +621.4% | 0.02% | +20.0% |
| KXI | New | ISHARES TRglb cnsm stp etf | $186,000 | – | 3,097 | +100.0% | 0.02% | – |
| FBND | Buy | FIDELITY MERRIMACK STR TRtotal bd etf | $172,000 | +164.6% | 3,245 | +166.6% | 0.02% | +142.9% |
| GTIP | Buy | GOLDMAN SACHS ETF TRaccess inflati | $173,000 | +147.1% | 2,995 | +146.1% | 0.02% | +142.9% |
| VTWO | Buy | VANGUARD SCOTTSDALE FDSvng rus2000idx | $167,000 | -4.0% | 1,886 | +0.2% | 0.02% | -5.6% |
| COP | Buy | CONOCOPHILLIPS | $176,000 | +30.4% | 2,594 | +16.7% | 0.02% | +21.4% |
| STZ | Buy | CONSTELLATION BRANDS INCcl a | $169,000 | -5.1% | 803 | +5.8% | 0.02% | -5.6% |
| YYY | Buy | AMPLIFY ETF TR | $171,000 | -4.5% | 10,167 | +0.1% | 0.02% | -5.6% |
| NVO | Buy | NOVO-NORDISK A Sadr | $167,000 | +20.1% | 1,743 | +4.8% | 0.02% | +21.4% |
| IJK | Buy | ISHARES TRs&p mc 400gr etf | $175,000 | +1.2% | 2,206 | +3.3% | 0.02% | -5.6% |
| RZV | Buy | INVESCO EXCHANGE TRADED FD Ts&p sml600 val | $167,000 | +377.1% | 1,793 | +380.7% | 0.02% | +325.0% |
| CSX | Buy | CSX CORP | $159,000 | +3.9% | 5,340 | +10.4% | 0.02% | 0.0% |
| FALN | Buy | ISHARES TRfaln angls usd | $157,000 | +28.7% | 5,206 | +27.9% | 0.02% | +33.3% |
| XME | Buy | SPDR SER TRs&p metals mng | $164,000 | -0.6% | 3,937 | +2.7% | 0.02% | -5.9% |
| SRE | Buy | SEMPRA | $162,000 | +1.9% | 1,284 | +7.1% | 0.02% | 0.0% |
| SNY | Buy | SANOFIsponsored adr | $162,000 | -3.6% | 3,361 | +5.3% | 0.02% | -5.9% |
| SCHW | Buy | SCHWAB CHARLES CORP | $160,000 | +7.4% | 2,191 | +7.3% | 0.02% | +6.7% |
| SKOR | Buy | FLEXSHARES TRcr scd us bd | $165,000 | +0.6% | 3,059 | +1.0% | 0.02% | -5.9% |
| HTRB | Buy | HARTFORD FDS EXCHANGE TRADEDtotal rtrn etf | $165,000 | +43.5% | 4,050 | +44.6% | 0.02% | +33.3% |
| VFC | Buy | V F CORP | $160,000 | -15.3% | 2,385 | +3.7% | 0.02% | -15.8% |
| MS | Buy | MORGAN STANLEY | $160,000 | +26.0% | 1,640 | +18.8% | 0.02% | +23.1% |
| TWLO | Buy | TWILIO INCcl a | $149,000 | -17.2% | 467 | +2.2% | 0.02% | -16.7% |
| COMT | Buy | ISHARES U S ETF TRgsci cmdty stgy | $154,000 | +14.9% | 4,288 | +10.0% | 0.02% | +7.1% |
| PAYX | Buy | PAYCHEX INC | $153,000 | +16.8% | 1,363 | +11.4% | 0.02% | +15.4% |
| INTU | Buy | INTUIT | $154,000 | +24.2% | 285 | +12.6% | 0.02% | +15.4% |
| DOW | Buy | DOW INC | $148,000 | +34.5% | 2,575 | +48.4% | 0.02% | +36.4% |
| DISH | Buy | DISH NETWORK CORPORATIONcl a | $151,000 | +55.7% | 3,482 | +50.7% | 0.02% | +50.0% |
| ES | Buy | EVERSOURCE ENERGY | $147,000 | +332.4% | 1,795 | +323.3% | 0.02% | +400.0% |
| MU | Buy | MICRON TECHNOLOGY INC | $147,000 | -12.0% | 2,067 | +5.2% | 0.02% | -11.8% |
| VRTX | Buy | VERTEX PHARMACEUTICALS INC | $154,000 | +175.0% | 850 | +208.0% | 0.02% | +150.0% |
| KMB | Buy | KIMBERLY-CLARK CORP | $156,000 | -1.3% | 1,181 | +0.2% | 0.02% | -6.2% |
| CHPT | Buy | CHARGEPOINT HOLDINGS INC | $150,000 | +14900.0% | 7,525 | +30000.0% | 0.02% | – |
| BYND | Buy | BEYOND MEAT INC | $148,000 | -21.7% | 1,403 | +16.7% | 0.02% | -21.1% |
| SWKS | Buy | SKYWORKS SOLUTIONS INC | $152,000 | -9.0% | 920 | +5.7% | 0.02% | -11.8% |
| ALC | Buy | ALCON AG | $145,000 | +31.8% | 1,797 | +14.7% | 0.01% | +27.3% |
| GILD | Buy | GILEAD SCIENCES INC | $141,000 | +39.6% | 2,018 | +37.7% | 0.01% | +40.0% |
| LEV | New | THE LION ELECTRIC COMPANY | $145,000 | – | 11,503 | +100.0% | 0.01% | – |
| NXPI | Buy | NXP SEMICONDUCTORS N V | $137,000 | +9.6% | 699 | +15.0% | 0.01% | +7.7% |
| EXC | Buy | EXELON CORP | $144,000 | +9.1% | 2,985 | +0.4% | 0.01% | 0.0% |
| XSD | Buy | SPDR SER TRs&p semicndctr | $142,000 | +10.1% | 719 | +7.5% | 0.01% | +7.7% |
| XNTK | Buy | SPDR SER TRnyse tech etf | $143,000 | +22.2% | 911 | +23.6% | 0.01% | +16.7% |
| ACN | Buy | ACCENTURE PLC IRELAND | $145,000 | +38.1% | 453 | +26.9% | 0.01% | +27.3% |
| KDMN | New | KADMON HLDGS INC | $146,000 | – | 16,750 | +100.0% | 0.01% | – |
| WOOD | Buy | ISHARES TRgl timb fore etf | $139,000 | +1.5% | 1,639 | +3.9% | 0.01% | 0.0% |
| PSET | Buy | PRINCIPAL EXCHANGE-TRADED FDquality etf | $145,000 | +1.4% | 2,691 | +0.2% | 0.01% | -6.7% |
| SPLV | Buy | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $134,000 | +81.1% | 2,209 | +82.7% | 0.01% | +62.5% |
| VEEV | Buy | VEEVA SYS INC | $133,000 | -5.0% | 461 | +2.2% | 0.01% | -7.1% |
| PTH | Buy | INVESCO EXCHANGE TRADED FD Tdwa healthcare | $129,000 | +34.4% | 801 | +39.1% | 0.01% | +30.0% |
| GSSC | Buy | GOLDMAN SACHS ETF TRactivebeta us | $129,000 | +30.3% | 2,054 | +34.2% | 0.01% | +30.0% |
| SIVB | Buy | SVB FINANCIAL GROUP | $135,000 | +36.4% | 208 | +16.9% | 0.01% | +30.0% |
| PAVE | Buy | GLOBAL X FDSus infr dev etf | $130,000 | +39.8% | 5,097 | +41.6% | 0.01% | +30.0% |
| AEP | Buy | AMERICAN ELEC PWR CO INC | $130,000 | 0.0% | 1,601 | +4.0% | 0.01% | 0.0% |
| CHTR | Buy | CHARTER COMMUNICATIONS INC Ncl a | $133,000 | +1.5% | 183 | +1.1% | 0.01% | 0.0% |
| GMF | Buy | SPDR INDEX SHS FDSasia pacif etf | $132,000 | -1.5% | 1,062 | +6.9% | 0.01% | -7.1% |
| MSCI | Buy | MSCI INC | $134,000 | +47.3% | 221 | +30.0% | 0.01% | +44.4% |
| KBE | Buy | SPDR SER TRs&p bk etf | $134,000 | +10.7% | 2,527 | +7.3% | 0.01% | +8.3% |
| BLL | Buy | BALL CORP | $127,000 | +14.4% | 1,416 | +3.8% | 0.01% | +18.2% |
| MDYG | Buy | SPDR SER TRs&p 400 mdcp grw | $134,000 | +1.5% | 1,777 | +4.2% | 0.01% | -7.1% |
| AFL | Buy | AFLAC INC | $129,000 | +2.4% | 2,473 | +5.5% | 0.01% | 0.0% |
| WDAY | Buy | WORKDAY INCcl a | $120,000 | +4.3% | 481 | +0.2% | 0.01% | 0.0% |
| ITA | Buy | ISHARES TRus aer def etf | $120,000 | -4.8% | 1,154 | +0.2% | 0.01% | -7.7% |
| BDX | Buy | BECTON DICKINSON & CO | $123,000 | +89.2% | 502 | +87.3% | 0.01% | +71.4% |
| FXL | Buy | FIRST TR EXCHANGE TRADED FDtech alphadex | $118,000 | +2.6% | 958 | +3.2% | 0.01% | 0.0% |
| APTV | Buy | APTIV PLC | $124,000 | -0.8% | 832 | +4.4% | 0.01% | -7.7% |
| IVLU | New | ISHARES TRmsci intl vlu ft | $118,000 | – | 4,583 | +100.0% | 0.01% | – |
| HNDL | Buy | STRATEGY SHSns 7handl idx | $121,000 | +4.3% | 4,832 | +6.6% | 0.01% | 0.0% |
| BIV | Buy | VANGUARD BD INDEX FDSintermed term | $123,000 | +7.0% | 1,371 | +7.4% | 0.01% | 0.0% |
| CWB | Buy | SPDR SER TRblmbrg brc cnvrt | $120,000 | -1.6% | 1,404 | +0.1% | 0.01% | 0.0% |
| CWI | Buy | SPDR INDEX SHS FDSmsci acwi exus | $121,000 | 0.0% | 4,174 | +4.1% | 0.01% | 0.0% |
| RJA | Buy | SWEDISH EXPT CR CORProg agri etn22 | $123,000 | +7.9% | 15,380 | +4.3% | 0.01% | 0.0% |
| PLTR | Buy | PALANTIR TECHNOLOGIES INCcl a | $119,000 | 0.0% | 4,947 | +9.7% | 0.01% | 0.0% |
| NUE | Buy | NUCOR CORP | $115,000 | +12.7% | 1,166 | +9.9% | 0.01% | +10.0% |
| PALC | New | PACER FDS TRlunt lrgcp multi | $115,000 | – | 3,000 | +100.0% | 0.01% | – |
| PHG | Buy | KONINKLIJKE PHILIPS N V | $113,000 | -0.9% | 2,543 | +11.3% | 0.01% | -8.3% |
| VGIT | Buy | VANGUARD SCOTTSDALE FDSinter term treas | $112,000 | +24.4% | 1,654 | +25.3% | 0.01% | +22.2% |
| PFXF | Buy | VANECK ETF TRUSTpreferred securt | $107,000 | 0.0% | 5,037 | +0.5% | 0.01% | 0.0% |
| MMM | Buy | 3M CO | $116,000 | 0.0% | 660 | +13.2% | 0.01% | -8.3% |
| GWW | Buy | GRAINGER W W INC | $108,000 | -3.6% | 276 | +7.8% | 0.01% | 0.0% |
| VNQI | Buy | VANGUARD INTL EQUITY INDEX Fglb ex us etf | $115,000 | +21.1% | 2,047 | +25.7% | 0.01% | +10.0% |
| SONY | Buy | SONY GROUP CORPORATIONsponsored adr | $116,000 | +46.8% | 1,045 | +28.5% | 0.01% | +37.5% |
| GSUS | Buy | GOLDMAN SACHS ETF TRmarketbeta us eq | $103,000 | +32.1% | 1,713 | +30.9% | 0.01% | +25.0% |
| GLW | Buy | CORNING INC | $102,000 | -2.9% | 2,793 | +8.6% | 0.01% | -9.1% |
| CRWD | Buy | CROWDSTRIKE HLDGS INCcl a | $102,000 | +59.4% | 417 | +64.8% | 0.01% | +42.9% |
| FPF | Buy | FIRST TR INTER DURATN PFD & | $106,000 | +1.9% | 4,220 | +1.4% | 0.01% | -9.1% |
| MAR | Buy | MARRIOTT INTL INC NEWcl a | $98,000 | +12.6% | 661 | +3.3% | 0.01% | +11.1% |
| MLM | Buy | MARTIN MARIETTA MATLS INC | $104,000 | -2.8% | 305 | +0.7% | 0.01% | -9.1% |
| ALGN | Buy | ALIGN TECHNOLOGY INC | $106,000 | +11.6% | 160 | +3.2% | 0.01% | 0.0% |
| COF | Buy | CAPITAL ONE FINL CORP | $105,000 | +20.7% | 649 | +15.1% | 0.01% | +11.1% |
| EPRF | Buy | INNOVATOR ETFS TR IIs&p invstmnt grd | $99,000 | +2.1% | 4,097 | +3.0% | 0.01% | 0.0% |
| MPWR | Buy | MONOLITHIC PWR SYS INC | $106,000 | +49.3% | 218 | +14.7% | 0.01% | +42.9% |
| BLDR | New | BUILDERS FIRSTSOURCE INC | $103,000 | – | 2,000 | +100.0% | 0.01% | – |
| EPR | Buy | EPR PPTYS | $97,000 | -4.9% | 1,958 | +1.0% | 0.01% | 0.0% |
| IDV | Buy | ISHARES TRintl sel div etf | $105,000 | +16.7% | 3,468 | +25.5% | 0.01% | +11.1% |
| RODM | Buy | LATTICE STRATEGIES TRhartford mlt etf | $100,000 | +6.4% | 3,329 | +8.2% | 0.01% | 0.0% |
| DGRW | Buy | WISDOMTREE TRus qtly div grt | $96,000 | +28.0% | 1,635 | +29.6% | 0.01% | +12.5% |
| PFIS | Buy | PEOPLES FINL SVCS CORP | $86,000 | +8.9% | 1,877 | +0.8% | 0.01% | +12.5% |
| PFN | Buy | PIMCO INCOME STRATEGY FD II | $87,000 | -6.5% | 8,563 | +0.9% | 0.01% | -10.0% |
| FTEC | Buy | FIDELITY COVINGTON TRUSTmsci info tech i | $88,000 | 0.0% | 746 | +0.1% | 0.01% | 0.0% |
| PGR | Buy | PROGRESSIVE CORP | $95,000 | 0.0% | 1,049 | +8.9% | 0.01% | -10.0% |
| New | DIMENSIONAL ETF TRUSTworld ex us core | $91,000 | – | 3,532 | +100.0% | 0.01% | – | |
| SBAC | Buy | SBA COMMUNICATIONS CORP NEWcl a | $96,000 | +33.3% | 291 | +28.2% | 0.01% | +28.6% |
| QEFA | Buy | SPDR INDEX SHS FDSmsci eafe strtgc | $91,000 | +85.7% | 1,209 | +87.4% | 0.01% | +80.0% |
| GNR | New | SPDR INDEX SHS FDSglb nat resrce | $94,000 | – | 1,840 | +100.0% | 0.01% | – |
| GII | Buy | SPDR INDEX SHS FDSs&p gblinf etf | $90,000 | +7.1% | 1,700 | +6.2% | 0.01% | 0.0% |
| FSD | Buy | FIRST TR HIGH INCOME LONG / | $90,000 | +3.4% | 5,633 | +1.5% | 0.01% | 0.0% |
| EBND | New | SPDR SER TRblombrg brc emrg | $96,000 | – | 3,797 | +100.0% | 0.01% | – |
| SPIP | Buy | SPDR SER TRportfli tips etf | $95,000 | +93.9% | 3,060 | +96.2% | 0.01% | +80.0% |
| KEYS | Buy | KEYSIGHT TECHNOLOGIES INC | $89,000 | +36.9% | 542 | +28.7% | 0.01% | +28.6% |
| CLX | Buy | CLOROX CO DEL | $90,000 | -8.2% | 546 | +0.7% | 0.01% | -10.0% |
| TD | Buy | TORONTO DOMINION BK ONT | $87,000 | -2.2% | 1,315 | +3.0% | 0.01% | 0.0% |
| BRKR | Buy | BRUKER CORP | $88,000 | +49.2% | 1,122 | +44.6% | 0.01% | +50.0% |
| MTN | Buy | VAIL RESORTS INC | $94,000 | +17.5% | 282 | +11.9% | 0.01% | +12.5% |
| BIO | Buy | BIO RAD LABS INCcl a | $88,000 | +17.3% | 118 | +1.7% | 0.01% | +12.5% |
| HMC | Buy | HONDA MOTOR LTD | $96,000 | -1.0% | 3,128 | +3.5% | 0.01% | -10.0% |
| FLEX | Buy | FLEX LTDord | $86,000 | +21.1% | 4,839 | +21.8% | 0.01% | +28.6% |
| AWK | Buy | AMERICAN WTR WKS CO INC NEW | $88,000 | +23.9% | 519 | +13.1% | 0.01% | +28.6% |
| AGNC | Buy | AGNC INVT CORP | $93,000 | -6.1% | 5,882 | +0.4% | 0.01% | -10.0% |
| ICE | Buy | INTERCONTINENTAL EXCHANGE IN | $96,000 | +11.6% | 835 | +15.2% | 0.01% | 0.0% |
| GLDM | Buy | WORLD GOLD TRspdr gld minis | $90,000 | +2.3% | 5,171 | +4.1% | 0.01% | 0.0% |
| PHO | Buy | INVESCO EXCHANGE TRADED FD Twater res etf | $86,000 | +13.2% | 1,570 | +10.6% | 0.01% | +12.5% |
| ALB | Buy | ALBEMARLE CORP | $82,000 | +51.9% | 375 | +16.1% | 0.01% | +33.3% |
| TAK | Buy | TAKEDA PHARMACEUTICAL CO LTDsponsored ads | $85,000 | 0.0% | 5,187 | +2.2% | 0.01% | -11.1% |
| EXPE | Buy | EXPEDIA GROUP INC | $82,000 | 0.0% | 499 | +0.2% | 0.01% | 0.0% |
| LITE | Buy | LUMENTUM HLDGS INC | $76,000 | +24.6% | 907 | +21.7% | 0.01% | +33.3% |
| FIVG | Buy | ETF SER SOLUTIONSdefiance next | $77,000 | -3.8% | 2,123 | +0.6% | 0.01% | 0.0% |
| VTR | Buy | VENTAS INC | $76,000 | -2.6% | 1,376 | +1.3% | 0.01% | 0.0% |
| FND | Buy | FLOOR & DECOR HLDGS INCcl a | $81,000 | +32.8% | 671 | +16.7% | 0.01% | +33.3% |
| EL | Buy | LAUDER ESTEE COS INCcl a | $83,000 | -4.6% | 277 | +1.8% | 0.01% | -11.1% |
| VER | Buy | VEREIT INC | $83,000 | 0.0% | 1,824 | +0.6% | 0.01% | -11.1% |
| CHRW | Buy | C H ROBINSON WORLDWIDE INC | $79,000 | -6.0% | 905 | +1.3% | 0.01% | -11.1% |
| IAI | Buy | ISHARES TRus br del se etf | $85,000 | +70.0% | 817 | +67.1% | 0.01% | +60.0% |
| DOCU | Buy | DOCUSIGN INC | $78,000 | +5.4% | 303 | +15.2% | 0.01% | 0.0% |
| SHW | Buy | SHERWIN WILLIAMS CO | $79,000 | +3.9% | 281 | +0.4% | 0.01% | 0.0% |
| HCA | Buy | HCA HEALTHCARE INC | $78,000 | +27.9% | 322 | +8.4% | 0.01% | +33.3% |
| CARR | Buy | CARRIER GLOBAL CORPORATION | $77,000 | +11.6% | 1,481 | +3.8% | 0.01% | +14.3% |
| FEMS | Buy | FIRST TR EXCH TRD ALPHDX FDem sml cp alph | $80,000 | +11.1% | 1,890 | +22.9% | 0.01% | +14.3% |
| HYLS | Buy | FIRST TR EXCHANGE-TRADED FDfirst tr ta hiyl | $79,000 | +14.5% | 1,631 | +14.4% | 0.01% | +14.3% |
| HSY | Buy | HERSHEY CO | $76,000 | -2.6% | 451 | +0.4% | 0.01% | 0.0% |
| HYMB | Buy | SPDR SER TRnuveen bbg brcly | $84,000 | +5.0% | 1,396 | +6.6% | 0.01% | 0.0% |
| PEY | Buy | INVESCO EXCHANGE TRADED FD Thig yld eq div | $84,000 | -2.3% | 4,219 | +1.0% | 0.01% | -11.1% |
| MJ | Buy | ETF MANAGERS TRetfmg altr hrvst | $83,000 | -29.7% | 5,750 | +0.2% | 0.01% | -33.3% |
| VTRS | Buy | VIATRIS INC | $83,000 | -4.6% | 6,120 | +0.4% | 0.01% | -11.1% |
| SKYY | Buy | FIRST TR EXCHANGE TRADED FD | $74,000 | 0.0% | 699 | +0.7% | 0.01% | -12.5% |
| ENPH | Buy | ENPHASE ENERGY INC | $73,000 | -12.0% | 487 | +7.7% | 0.01% | -22.2% |
| HEFA | Buy | ISHARES TRhdg msci eafe | $73,000 | 0.0% | 2,128 | +0.9% | 0.01% | 0.0% |
| HXL | Buy | HEXCEL CORP NEW | $67,000 | +13.6% | 1,129 | +19.3% | 0.01% | +16.7% |
| VTHR | Buy | VANGUARD SCOTTSDALE FDSvng rus3000idx | $68,000 | +9.7% | 343 | +10.3% | 0.01% | +16.7% |
| HLT | Buy | HILTON WORLDWIDE HLDGS INC | $66,000 | +15.8% | 503 | +7.2% | 0.01% | +16.7% |
| FDS | Buy | FACTSET RESH SYS INC | $75,000 | +21.0% | 191 | +3.2% | 0.01% | +16.7% |
| LYB | Buy | LYONDELLBASELL INDUSTRIES N | $70,000 | +45.8% | 745 | +60.9% | 0.01% | +40.0% |
| DEO | Buy | DIAGEO PLCspon adr new | $70,000 | +2.9% | 362 | +2.5% | 0.01% | 0.0% |
| PTBD | Buy | PACER FDS TRtrendpilot us bd | $70,000 | -1.4% | 2,585 | +0.2% | 0.01% | 0.0% |
| STE | Buy | STERIS PLC | $73,000 | +21.7% | 355 | +22.4% | 0.01% | +16.7% |
| ALLY | Buy | ALLY FINL INC | $70,000 | +12.9% | 1,364 | +8.9% | 0.01% | +16.7% |
| MUSA | Buy | MURPHY USA INC | $72,000 | +33.3% | 428 | +5.9% | 0.01% | +16.7% |
| ALK | Buy | ALASKA AIR GROUP INC | $75,000 | +21.0% | 1,285 | +25.5% | 0.01% | +16.7% |
| SPHQ | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 quality | $73,000 | 0.0% | 1,497 | +0.1% | 0.01% | 0.0% |
| YUM | Buy | YUM BRANDS INC | $75,000 | +13.6% | 612 | +6.2% | 0.01% | 0.0% |
| XSVM | New | INVESCO EXCHANGE TRADED FD Ts&p smcp vlu mnt | $74,000 | – | 1,470 | +100.0% | 0.01% | – |
| EMR | Buy | EMERSON ELEC CO | $73,000 | +10.6% | 773 | +12.5% | 0.01% | 0.0% |
| PCAR | Buy | PACCAR INC | $73,000 | -11.0% | 923 | +0.4% | 0.01% | -12.5% |
| OLN | Buy | OLIN CORP | $69,000 | +19.0% | 1,427 | +14.5% | 0.01% | +16.7% |
| GT | Buy | GOODYEAR TIRE & RUBR CO | $67,000 | +13.6% | 3,778 | +9.8% | 0.01% | +16.7% |
| GEM | Buy | GOLDMAN SACHS ETF TRactivebeta eme | $73,000 | +25.9% | 1,976 | +38.4% | 0.01% | +16.7% |
| FGD | Buy | FIRST TR EXCHANGE TRADED FDdj glbl divid | $57,000 | -3.4% | 2,294 | +1.4% | 0.01% | 0.0% |
| CDNS | Buy | CADENCE DESIGN SYSTEM INC | $62,000 | +12.7% | 407 | +0.7% | 0.01% | 0.0% |
| ATVI | Buy | ACTIVISION BLIZZARD INC | $60,000 | +122.2% | 772 | +177.7% | 0.01% | +100.0% |
| BLD | Buy | TOPBUILD CORP | $61,000 | +27.1% | 296 | +21.3% | 0.01% | +20.0% |
| PPL | Buy | PPL CORP | $57,000 | +58.3% | 2,031 | +56.7% | 0.01% | +50.0% |
| E | Buy | ENI S P Asponsored adr | $57,000 | +16.3% | 2,138 | +6.9% | 0.01% | +20.0% |
| SPLK | Buy | SPLUNK INC | $60,000 | +13.2% | 416 | +12.7% | 0.01% | +20.0% |
| OTRK | Buy | ONTRAK INC | $59,000 | -53.9% | 5,900 | +49.4% | 0.01% | -53.8% |
| PREF | Buy | PRINCIPAL EXCHANGE-TRADED FDspectrum pfd | $57,000 | 0.0% | 2,744 | +0.6% | 0.01% | 0.0% |
| GLTR | Buy | ABERDEEN STD PRECIOUS METALSphyscl pm basket | $57,000 | +7.5% | 665 | +20.9% | 0.01% | +20.0% |
| NUBD | Buy | NUSHARES ETF TRnuveen esg us | $63,000 | +5.0% | 2,434 | +6.2% | 0.01% | 0.0% |
| HBAN | Buy | HUNTINGTON BANCSHARES INC | $59,000 | +22.9% | 3,789 | +12.3% | 0.01% | +20.0% |
| LPLA | Buy | LPL FINL HLDGS INC | $61,000 | +56.4% | 389 | +36.0% | 0.01% | +50.0% |
| KMI | Buy | KINDER MORGAN INC DEL | $56,000 | -6.7% | 3,325 | +1.2% | 0.01% | 0.0% |
| GHYB | Buy | GOLDMAN SACHS ETF TRaccess hig yld | $58,000 | +16.0% | 1,159 | +17.0% | 0.01% | +20.0% |
| AZO | Buy | AUTOZONE INC | $65,000 | +41.3% | 38 | +22.6% | 0.01% | +20.0% |
| ZG | Buy | ZILLOW GROUP INCcl a | $58,000 | -21.6% | 650 | +8.3% | 0.01% | -25.0% |
| IEUS | Buy | ISHARES TRdevsmcp exna etf | $57,000 | +850.0% | 821 | +833.0% | 0.01% | +500.0% |
| FNF | Buy | FIDELITY NATIONAL FINANCIAL | $61,000 | +5.2% | 1,353 | +0.9% | 0.01% | 0.0% |
| JBLU | Buy | JETBLUE AWYS CORP | $57,000 | +714.3% | 3,710 | +827.5% | 0.01% | +500.0% |
| ECL | Buy | ECOLAB INC | $57,000 | +1.8% | 274 | +0.4% | 0.01% | 0.0% |
| WPP | Buy | WPP PLC NEWadr | $58,000 | +1.8% | 872 | +3.6% | 0.01% | 0.0% |
| CIEN | Buy | CIENA CORP | $60,000 | +11.1% | 1,159 | +21.2% | 0.01% | 0.0% |
| BK | Buy | BANK NEW YORK MELLON CORP | $64,000 | +4.9% | 1,225 | +2.2% | 0.01% | 0.0% |
| MKC | Buy | MCCORMICK & CO INC | $56,000 | -8.2% | 695 | +0.3% | 0.01% | 0.0% |
| PNW | Buy | PINNACLE WEST CAP CORP | $60,000 | -1.6% | 824 | +10.3% | 0.01% | 0.0% |
| AMSC | New | AMERICAN SUPERCONDUCTOR CORP | $52,000 | – | 3,595 | +100.0% | 0.01% | – |
| ANSS | Buy | ANSYS INC | $48,000 | +20.0% | 141 | +22.6% | 0.01% | +25.0% |
| BHP | Buy | BHP GROUP LTDsponsored ads | $48,000 | -17.2% | 894 | +11.6% | 0.01% | -16.7% |
| RNP | Buy | COHEN & STEERS REIT & PFD & | $47,000 | -4.1% | 1,814 | +1.0% | 0.01% | 0.0% |
| DCT | Buy | DUCK CREEK TECHNOLOGIES INC | $47,000 | +2250.0% | 1,058 | +2016.0% | 0.01% | – |
| PFFD | Buy | GLOBAL X FDSus pfd etf | $49,000 | 0.0% | 1,897 | +0.5% | 0.01% | 0.0% |
| RYT | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql tec | $49,000 | 0.0% | 170 | +0.6% | 0.01% | 0.0% |
| AMJ | Buy | JPMORGAN CHASE & COalerian ml etn | $48,000 | -7.7% | 2,647 | +1.0% | 0.01% | 0.0% |
| New | LUCID GROUP INC | $46,000 | – | 1,796 | +100.0% | 0.01% | – | |
| MMS | Buy | MAXIMUS INC | $50,000 | +16.3% | 602 | +21.9% | 0.01% | +25.0% |
| NCR | Buy | NCR CORP NEW | $51,000 | +18.6% | 1,323 | +41.8% | 0.01% | +25.0% |
| NTAP | Buy | NETAPP INC | $54,000 | +22.7% | 607 | +13.7% | 0.01% | 0.0% |
| NLOK | Buy | NORTONLIFELOCK INC | $49,000 | 0.0% | 1,935 | +7.0% | 0.01% | 0.0% |
| NULV | Buy | NUSHARES ETF TRnuveen esg lrgvl | $51,000 | +10.9% | 1,363 | +12.5% | 0.01% | 0.0% |
| PENN | Buy | PENN NATL GAMING INC | $51,000 | +24.4% | 702 | +30.7% | 0.01% | +25.0% |
| PXD | Buy | PIONEER NAT RES CO | $48,000 | +29.7% | 287 | +25.9% | 0.01% | +25.0% |
| POOL | Buy | POOL CORP | $46,000 | +58.6% | 106 | +65.6% | 0.01% | +66.7% |
| POR | Buy | PORTLAND GEN ELEC CO | $55,000 | +1.9% | 1,176 | +0.2% | 0.01% | -16.7% |
| RCM | Buy | R1 RCM INC | $50,000 | +2.0% | 2,258 | +2.6% | 0.01% | 0.0% |
| XES | Buy | SPDR SER TRoilgas equip | $55,000 | +7.8% | 1,018 | +24.4% | 0.01% | 0.0% |
| SNPS | Buy | SYNOPSYS INC | $52,000 | +136.4% | 174 | +117.5% | 0.01% | +150.0% |
| SYY | Buy | SYSCO CORP | $49,000 | +11.4% | 627 | +10.0% | 0.01% | 0.0% |
| TTEK | Buy | TETRA TECH INC NEW | $47,000 | +46.9% | 317 | +20.1% | 0.01% | +66.7% |
| EMLC | Buy | VANECK ETF TRUSTjp mrgan em loc | $54,000 | +22.7% | 1,791 | +26.8% | 0.01% | 0.0% |
| HYD | Buy | VANECK ETF TRUSThigh yld munietf | $54,000 | -1.8% | 870 | +0.8% | 0.01% | -16.7% |
| ZM | Buy | ZOOM VIDEO COMMUNICATIONS INcl a | $51,000 | -27.1% | 194 | +7.2% | 0.01% | -28.6% |
| PCG | Buy | PG&E CORP | $43,000 | +152.9% | 4,468 | +163.1% | 0.00% | +100.0% |
| PRIM | Buy | PRIMORIS SVCS CORP | $38,000 | +8.6% | 1,552 | +29.0% | 0.00% | 0.0% |
| ARCC | Buy | ARES CAPITAL CORP | $42,000 | +61.5% | 2,065 | +55.7% | 0.00% | +33.3% |
| FLGC | New | FLORA GROWTH CORP | $40,000 | – | 6,999 | +100.0% | 0.00% | – |
| URI | Buy | UNITED RENTALS INC | $44,000 | +46.7% | 125 | +33.0% | 0.00% | +33.3% |
| VSTO | Buy | VISTA OUTDOOR INC | $37,000 | -7.5% | 926 | +6.8% | 0.00% | 0.0% |
| SPGI | Buy | S&P GLOBAL INC | $37,000 | +60.9% | 86 | +53.6% | 0.00% | +100.0% |
| MDYV | Buy | SPDR SER TRs&p 400 mdcp val | $43,000 | +4.9% | 653 | +8.5% | 0.00% | 0.0% |
| R | Buy | RYDER SYS INC | $43,000 | +38.7% | 524 | +26.9% | 0.00% | +33.3% |
| New | DIMENSIONAL ETF TRUSTinternatnal val | $45,000 | – | 1,362 | +100.0% | 0.00% | – | |
| MPC | Buy | MARATHON PETE CORP | $45,000 | +2.3% | 736 | +0.3% | 0.00% | -20.0% |
| EOD | Buy | WELLS FARGO GLOBAL DIVID OPP | $37,000 | -2.6% | 6,662 | +1.4% | 0.00% | 0.0% |
| WST | Buy | WEST PHARMACEUTICAL SVSC INC | $41,000 | +64.0% | 96 | +39.1% | 0.00% | +33.3% |
| GPN | Buy | GLOBAL PMTS INC | $37,000 | +32.1% | 236 | +60.5% | 0.00% | +33.3% |
| ROST | Buy | ROSS STORES INC | $36,000 | -10.0% | 331 | +3.4% | 0.00% | 0.0% |
| MMP | Buy | MAGELLAN MIDSTREAM PRTNRS LP | $44,000 | +10.0% | 966 | +18.4% | 0.00% | 0.0% |
| CTVA | Buy | CORTEVA INC | $42,000 | +5.0% | 1,005 | +12.3% | 0.00% | 0.0% |
| FPEI | Buy | FIRST TR EXCH TRADED FD IIIinstl pfd secs | $41,000 | 0.0% | 1,998 | +0.5% | 0.00% | 0.0% |
| MP | Buy | MP MATERIALS CORP | $45,000 | 0.0% | 1,392 | +13.3% | 0.00% | -20.0% |
| DG | Buy | DOLLAR GEN CORP NEW | $40,000 | +2.6% | 186 | +4.5% | 0.00% | 0.0% |
| New | HILLMAN SOLUTIONS CORP | $38,000 | – | 3,171 | +100.0% | 0.00% | – | |
| DD | Buy | DUPONT DE NEMOURS INC | $43,000 | -2.3% | 631 | +10.7% | 0.00% | -20.0% |
| MTB | Buy | M & T BK CORP | $44,000 | +7.3% | 293 | +3.5% | 0.00% | 0.0% |
| RNG | Buy | RINGCENTRAL INCcl a | $43,000 | -6.5% | 199 | +25.9% | 0.00% | -20.0% |
| A | Buy | AGILENT TECHNOLOGIES INC | $43,000 | +79.2% | 272 | +67.9% | 0.00% | +100.0% |
| OMCL | Buy | OMNICELL COM | $45,000 | +12.5% | 304 | +16.5% | 0.00% | 0.0% |
| LUMN | Buy | LUMEN TECHNOLOGIES INC | $44,000 | -6.4% | 3,519 | +2.1% | 0.00% | -20.0% |
| SENS | Buy | SENSEONICS HLDGS INC | $40,000 | -11.1% | 11,850 | +0.2% | 0.00% | -20.0% |
| AFRM | New | AFFIRM HLDGS INC | $38,000 | – | 318 | +100.0% | 0.00% | – |
| TER | Buy | TERADYNE INC | $42,000 | -14.3% | 384 | +5.8% | 0.00% | -20.0% |
| BURL | Buy | BURLINGTON STORES INC | $44,000 | +18.9% | 155 | +36.0% | 0.00% | 0.0% |
| GOLD | Buy | BARRICK GOLD CORP | $41,000 | +17.1% | 2,294 | +35.6% | 0.00% | 0.0% |
| BBL | Buy | BHP GROUP PLCsponsored adr | $37,000 | +5.7% | 727 | +22.8% | 0.00% | 0.0% |
| PINS | Buy | PINTEREST INCcl a | $40,000 | -2.4% | 780 | +50.3% | 0.00% | 0.0% |
| SJM | Buy | SMUCKER J M CO | $37,000 | -7.5% | 307 | +0.3% | 0.00% | 0.0% |
| TM | Buy | TOYOTA MOTOR CORP | $38,000 | +58.3% | 215 | +53.6% | 0.00% | +100.0% |
| ETHO | Buy | ETF MANAGERS TRetho climate lea | $33,000 | +13.8% | 556 | +16.3% | 0.00% | 0.0% |
| HPQ | Buy | HP INC | $31,000 | -3.1% | 1,129 | +7.2% | 0.00% | 0.0% |
| CFG | Buy | CITIZENS FINL GROUP INC | $27,000 | +68.8% | 576 | +70.4% | 0.00% | +50.0% |
| OGN | Buy | ORGANON & CO | $30,000 | +76.5% | 903 | +56.5% | 0.00% | +50.0% |
| SAP | Buy | SAP SEspon adr | $34,000 | +17.2% | 254 | +21.0% | 0.00% | 0.0% |
| RWL | Buy | INVESCO EXCH TRADED FD TR IIs&p 500 revenue | $35,000 | +9.4% | 479 | +11.7% | 0.00% | 0.0% |
| CMA | Buy | COMERICA INC | $26,000 | +73.3% | 321 | +52.9% | 0.00% | +50.0% |
| AAP | Buy | ADVANCE AUTO PARTS INC | $34,000 | +3.0% | 161 | +1.3% | 0.00% | 0.0% |
| PH | Buy | PARKER-HANNIFIN CORP | $30,000 | +25.0% | 109 | +38.0% | 0.00% | +50.0% |
| CREE | Buy | CREE INC | $35,000 | 0.0% | 430 | +20.1% | 0.00% | -25.0% |
| HZNP | Buy | HORIZON THERAPEUTICS PUB L | $28,000 | +64.7% | 253 | +41.3% | 0.00% | +50.0% |
| PLNT | Buy | PLANET FITNESS INCcl a | $34,000 | +13.3% | 434 | +8.5% | 0.00% | 0.0% |
| IQLT | Buy | ISHARES TRmsci intl qualty | $26,000 | +62.5% | 687 | +66.7% | 0.00% | +50.0% |
| ZEST | New | ECOARK HLDGS INC | $34,000 | – | 6,420 | +100.0% | 0.00% | – |
| PRG | Buy | PROG HOLDINGS INC | $30,000 | +11.1% | 719 | +27.7% | 0.00% | 0.0% |
| PEG | Buy | PUBLIC SVC ENTERPRISE GRP IN | $29,000 | +3.6% | 483 | +4.8% | 0.00% | 0.0% |
| PHM | Buy | PULTE GROUP INC | $28,000 | +12.0% | 602 | +31.2% | 0.00% | 0.0% |
| ROP | Buy | ROPER TECHNOLOGIES INC | $34,000 | 0.0% | 77 | +5.5% | 0.00% | 0.0% |
| EOG | Buy | EOG RES INC | $31,000 | +55.0% | 392 | +66.1% | 0.00% | +50.0% |
| ADV | Buy | ADVANTAGE SOLUTIONS INC | $29,000 | -3.3% | 3,401 | +21.1% | 0.00% | 0.0% |
| RF | Buy | REGIONS FINANCIAL CORP NEW | $35,000 | +16.7% | 1,633 | +11.1% | 0.00% | 0.0% |
| RGEN | Buy | REPLIGEN CORP | $29,000 | +81.2% | 99 | +22.2% | 0.00% | +50.0% |
| OMFL | New | INVESCO EXCH TRD SLF IDX FDrusl 1000 dynm | $33,000 | – | 720 | +100.0% | 0.00% | – |
| WYNN | Buy | WYNN RESORTS LTD | $32,000 | -30.4% | 377 | +0.5% | 0.00% | -40.0% |
| IDXX | Buy | IDEXX LABS INC | $26,000 | +36.8% | 42 | +40.0% | 0.00% | +50.0% |
| FTDR | Buy | FRONTDOOR INC | $26,000 | 0.0% | 617 | +19.8% | 0.00% | 0.0% |
| AGZ | Buy | ISHARES TRagency bond etf | $31,000 | +6.9% | 262 | +8.7% | 0.00% | 0.0% |
| WCN | Buy | WASTE CONNECTIONS INC | $35,000 | +75.0% | 277 | +65.9% | 0.00% | +50.0% |
| K | Buy | KELLOGG CO | $29,000 | +7.4% | 453 | +8.9% | 0.00% | 0.0% |
| PLAN | Buy | ANAPLAN INC | $32,000 | +39.1% | 532 | +24.0% | 0.00% | +50.0% |
| SPCE | Buy | VIRGIN GALACTIC HOLDINGS INC | $29,000 | 0.0% | 1,130 | +76.6% | 0.00% | 0.0% |
| FTNT | Buy | FORTINET INC | $30,000 | +36.4% | 102 | +9.7% | 0.00% | +50.0% |
| KLIC | New | KULICKE & SOFFA INDS INC | $27,000 | – | 465 | +100.0% | 0.00% | – |
| WKME | Buy | WALKME LTD | $30,000 | +30.4% | 1,006 | +30.0% | 0.00% | +50.0% |
| HUM | Buy | HUMANA INC | $30,000 | -9.1% | 77 | +2.7% | 0.00% | 0.0% |
| LHX | Buy | L3HARRIS TECHNOLOGIES INC | $35,000 | +25.0% | 157 | +19.8% | 0.00% | 0.0% |
| LVS | Buy | LAS VEGAS SANDS CORP | $34,000 | +3.0% | 927 | +50.2% | 0.00% | 0.0% |
| BKR | Buy | BAKER HUGHES COMPANYcl a | $34,000 | +100.0% | 1,360 | +78.0% | 0.00% | +50.0% |
| MOO | New | VANECK ETF TRUSTagribusiness etf | $27,000 | – | 300 | +100.0% | 0.00% | – |
| FMHI | New | FIRST TR EXCH TRADED FD IIImuni hi incm etf | $33,000 | – | 600 | +100.0% | 0.00% | – |
| SPOT | Buy | SPOTIFY TECHNOLOGY S A | $35,000 | -14.6% | 156 | +6.1% | 0.00% | -25.0% |
| BSX | Buy | BOSTON SCIENTIFIC CORP | $27,000 | +3.8% | 622 | +2.5% | 0.00% | 0.0% |
| TYL | Buy | TYLER TECHNOLOGIES INC | $28,000 | +64.7% | 60 | +62.2% | 0.00% | +50.0% |
| MITK | Buy | MITEK SYS INC | $27,000 | -3.6% | 1,483 | +2.8% | 0.00% | 0.0% |
| FFR | New | FIRST TR FTSE EPRA / NAREIT | $33,000 | – | 650 | +100.0% | 0.00% | – |
| IAT | Buy | ISHARES TRus regnl bks etf | $29,000 | +222.2% | 484 | +206.3% | 0.00% | +200.0% |
| PEAK | Buy | HEALTHPEAK PROPERTIES INC | $26,000 | +4.0% | 789 | +7.2% | 0.00% | 0.0% |
| REAL | Buy | THE REALREAL INC | $26,000 | +30.0% | 2,000 | +100.0% | 0.00% | +50.0% |
| AAN | Buy | AARONS HOLDINGS COMPANY INC | $30,000 | +11.1% | 719 | +27.7% | 0.00% | 0.0% |
| HQL | Buy | TEKLA LIFE SCIENCES INVSsh ben int | $33,000 | 0.0% | 1,586 | +2.0% | 0.00% | 0.0% |
| TPIC | Buy | TPI COMPOSITES INC | $31,000 | -20.5% | 923 | +15.4% | 0.00% | -25.0% |
| NEM | Buy | NEWMONT CORP | $30,000 | +30.4% | 556 | +52.7% | 0.00% | +50.0% |
| IYC | Buy | ISHARES TRus consum discre | $33,000 | +135.7% | 424 | +130.4% | 0.00% | +200.0% |
| CNX | Buy | CNX RES CORP | $27,000 | +22.7% | 2,151 | +31.6% | 0.00% | +50.0% |
| HAS | Buy | HASBRO INC | $26,000 | +23.8% | 293 | +35.0% | 0.00% | +50.0% |
| SWK | Buy | STANLEY BLACK & DECKER INC | $35,000 | -2.8% | 198 | +13.8% | 0.00% | -25.0% |
| CZR | Buy | CAESARS ENTERTAINMENT INC NE | $34,000 | +112.5% | 300 | +93.5% | 0.00% | +50.0% |
| CPT | Buy | CAMDEN PPTY TRsh ben int | $27,000 | +58.8% | 181 | +40.3% | 0.00% | +50.0% |
| SHLS | Buy | SHOALS TECHNOLOGIES GROUP INcl a | $26,000 | -16.1% | 935 | +8.6% | 0.00% | 0.0% |
| PGJ | Buy | INVESCO EXCHANGE TRADED FD Tglobal drgn cn | $27,000 | +350.0% | 630 | +500.0% | 0.00% | +200.0% |
| SGH | Buy | SMART GLOBAL HLDGS INC | $31,000 | +138.5% | 689 | +159.0% | 0.00% | +200.0% |
| CTLT | Buy | CATALENT INC | $29,000 | +61.1% | 221 | +33.1% | 0.00% | +50.0% |
| STX | Buy | SEAGATE TECHNOLOGY HLDNGS PL | $34,000 | +17.2% | 411 | +24.9% | 0.00% | 0.0% |
| BERY | Buy | BERRY GLOBAL GROUP INC | $18,000 | +100.0% | 299 | +115.1% | 0.00% | +100.0% |
| GDXJ | Buy | VANECK ETF TRUSTjunior gold mine | $22,000 | +69.2% | 575 | +109.1% | 0.00% | +100.0% |
| SKT | Buy | THOUGHTWORKS HOLDING INC | $21,000 | +950.0% | 767 | +667.0% | 0.00% | – |
| BIIB | Buy | BIOGEN INC | $17,000 | +6.2% | 60 | +30.4% | 0.00% | 0.0% |
| TECH | Buy | BIO-TECHNE CORP | $17,000 | +240.0% | 35 | +250.0% | 0.00% | +100.0% |
| COUP | Buy | COUPA SOFTWARE INC | $19,000 | 0.0% | 88 | +18.9% | 0.00% | 0.0% |
| IR | Buy | INGERSOLL RAND INC | $16,000 | +100.0% | 324 | +110.4% | 0.00% | +100.0% |
| GMED | Buy | GLOBUS MED INCcl a | $21,000 | +61.5% | 277 | +67.9% | 0.00% | +100.0% |
| IIPR | Buy | INNOVATIVE INDL PPTYS INC | $16,000 | +77.8% | 71 | +44.9% | 0.00% | +100.0% |
| MGY | New | MAGNOLIA OIL & GAS CORPcl a | $23,000 | – | 1,300 | +100.0% | 0.00% | – |
| TTWO | Buy | TAKE-TWO INTERACTIVE SOFTWAR | $24,000 | +9.1% | 156 | +26.8% | 0.00% | 0.0% |
| ESPO | Buy | VANECK ETF TRUSTvideo gmng esprt | $20,000 | -9.1% | 311 | +3.7% | 0.00% | 0.0% |
| AOA | Buy | ISHARES TRaggres alloc etf | $16,000 | +77.8% | 223 | +70.2% | 0.00% | +100.0% |
| MAN | Buy | MANPOWERGROUP INC WIS | $17,000 | +13.3% | 153 | +25.4% | 0.00% | 0.0% |
| ACM | Buy | AECOM | $17,000 | +21.4% | 269 | +25.1% | 0.00% | +100.0% |
| MKTX | Buy | MARKETAXESS HLDGS INC | $16,000 | +45.5% | 38 | +65.2% | 0.00% | +100.0% |
| IPG | Buy | INTERPUBLIC GROUP COS INC | $17,000 | +88.9% | 461 | +72.0% | 0.00% | +100.0% |
| ARKW | Buy | ARK ETF TRnext gnrtn inter | $16,000 | +14.3% | 117 | +28.6% | 0.00% | +100.0% |
| FMC | Buy | FMC CORP | $24,000 | +14.3% | 257 | +33.2% | 0.00% | 0.0% |
| CAJ | Buy | CANON INCsponsored adr | $23,000 | +27.8% | 930 | +15.8% | 0.00% | 0.0% |
| BLNK | Buy | BLINK CHARGING CO | $22,000 | -31.2% | 780 | +0.6% | 0.00% | -33.3% |
| NXTG | Buy | FIRST TR EXCHANGE TRADED FDindxx nextg etf | $22,000 | 0.0% | 294 | +0.3% | 0.00% | 0.0% |
| GPK | Buy | GRAPHIC PACKAGING HLDG CO | $23,000 | +43.8% | 1,214 | +38.4% | 0.00% | 0.0% |
| CLOV | Buy | CLOVER HEALTH INVESTMENTS CO | $20,000 | +53.8% | 2,719 | +171.9% | 0.00% | +100.0% |
| MELI | Buy | MERCADOLIBRE INC | $22,000 | +57.1% | 13 | +44.4% | 0.00% | +100.0% |
| BWA | Buy | BORGWARNER INC | $19,000 | +58.3% | 433 | +69.8% | 0.00% | +100.0% |
| JKHY | Buy | HENRY JACK & ASSOC INC | $16,000 | +6.7% | 98 | +6.5% | 0.00% | 0.0% |
| TRTN | New | TRITON INTL LTDcl a | $20,000 | – | 390 | +100.0% | 0.00% | – |
| SU | Buy | SUNCOR ENERGY INC NEW | $16,000 | -15.8% | 780 | +0.1% | 0.00% | 0.0% |
| SLF | Buy | SUN LIFE FINANCIAL INC. | $19,000 | 0.0% | 373 | +0.3% | 0.00% | 0.0% |
| QABA | Buy | FIRST TR NASDAQ ABA CMNTY BK | $20,000 | +5.3% | 349 | +0.6% | 0.00% | 0.0% |
| TRU | Buy | TRANSUNION | $25,000 | +66.7% | 225 | +66.7% | 0.00% | 0.0% |
| RSG | Buy | REPUBLIC SVCS INC | $19,000 | +26.7% | 158 | +15.3% | 0.00% | 0.0% |
| BFB | Buy | BROWN FORMAN CORPcl b | $19,000 | -9.5% | 287 | +1.8% | 0.00% | 0.0% |
| RBA | Buy | RITCHIE BROS AUCTIONEERS | $22,000 | +57.1% | 357 | +51.9% | 0.00% | +100.0% |
| DON | Buy | WISDOMTREE TRus midcap divid | $21,000 | 0.0% | 506 | +0.6% | 0.00% | 0.0% |
| AMX | Buy | AMERICA MOVIL SAB DE CV | $23,000 | +27.8% | 1,294 | +7.8% | 0.00% | 0.0% |
| ITB | Buy | ISHARES TRus home cons etf | $20,000 | -4.8% | 302 | +0.3% | 0.00% | 0.0% |
| ULCC | Buy | FRONTIER GROUP HLDGS INC | $19,000 | +111.1% | 1,186 | +130.3% | 0.00% | +100.0% |
| EQT | Buy | EQT CORP | $17,000 | +13.3% | 835 | +25.6% | 0.00% | 0.0% |
| ACC | Buy | AMERICAN CAMPUS CMNTYS INC | $16,000 | +45.5% | 330 | +46.7% | 0.00% | +100.0% |
| SUB | Buy | ISHARES TRshrt nat mun etf | $18,000 | +260.0% | 166 | +232.0% | 0.00% | +100.0% |
| VRP | New | INVESCO EXCH TRADED FD TR IIvar rate pfd | $16,000 | – | 615 | +100.0% | 0.00% | – |
| HSBC | Buy | HSBC HLDGS PLCspon adr new | $21,000 | -8.7% | 817 | +3.0% | 0.00% | 0.0% |
| STLD | Buy | STEEL DYNAMICS INC | $21,000 | +31.2% | 365 | +34.7% | 0.00% | 0.0% |
| WAB | Buy | WABTEC | $17,000 | +54.5% | 193 | +43.0% | 0.00% | +100.0% |
| FBHS | Buy | FORTUNE BRANDS HOME & SEC IN | $25,000 | +19.0% | 285 | +33.2% | 0.00% | 0.0% |
| ORLY | Buy | OREILLY AUTOMOTIVE INC | $24,000 | +100.0% | 40 | +90.5% | 0.00% | +100.0% |
| CRL | Buy | CHARLES RIV LABS INTL INC | $21,000 | +200.0% | 52 | +188.9% | 0.00% | +100.0% |
| DXCM | Buy | DEXCOM INC | $24,000 | +200.0% | 44 | +144.4% | 0.00% | +100.0% |
| NVR | Buy | NVR INC | $19,000 | +280.0% | 4 | +300.0% | 0.00% | +100.0% |
| ESTC | Buy | ELASTIC N V | $19,000 | +72.7% | 125 | +64.5% | 0.00% | +100.0% |
| CTXS | Buy | CITRIX SYS INC | $16,000 | -5.9% | 149 | +2.1% | 0.00% | 0.0% |
| CGNX | Buy | COGNEX CORP | $22,000 | +57.1% | 269 | +67.1% | 0.00% | +100.0% |
| RWO | Buy | SPDR INDEX SHS FDSdj glb rl es etf | $19,000 | 0.0% | 378 | +0.3% | 0.00% | 0.0% |
| DXC | Buy | DXC TECHNOLOGY CO | $25,000 | 0.0% | 748 | +14.7% | 0.00% | -33.3% |
| DTE | Buy | DTE ENERGY CO | $17,000 | +142.9% | 151 | +196.1% | 0.00% | +100.0% |
| HYDW | New | DBX ETF TRxtrackers low | $20,000 | – | 400 | +100.0% | 0.00% | – |
| FLT | Buy | FLEETCOR TECHNOLOGIES INC | $25,000 | +78.6% | 97 | +73.2% | 0.00% | +100.0% |
| HIG | Buy | HARTFORD FINL SVCS GROUP INC | $19,000 | +850.0% | 265 | +754.8% | 0.00% | – |
| AVTR | Buy | AVANTOR INC | $18,000 | +100.0% | 439 | +66.3% | 0.00% | +100.0% |
| PICB | New | INVESCO EXCH TRADED FD TR IIintl corp bd | $23,000 | – | 802 | +100.0% | 0.00% | – |
| XLG | New | INVESCO EXCHANGE TRADED FD Ts&p 500 top 50 | $17,000 | – | 50 | +100.0% | 0.00% | – |
| OSTK | New | OVERSTOCK COM INC DEL | $16,000 | – | 200 | +100.0% | 0.00% | – |
| FIVN | Buy | FIVE9 INC | $16,000 | +45.5% | 101 | +62.9% | 0.00% | +100.0% |
| TIPZ | New | PIMCO ETF TRbroad us tips | $18,000 | – | 277 | +100.0% | 0.00% | – |
| VEU | Buy | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $24,000 | -4.0% | 393 | +0.3% | 0.00% | -33.3% |
| SE | Buy | SEA LTDsponsord ads | $19,000 | +171.4% | 60 | +140.0% | 0.00% | +100.0% |
| PSR | New | INVESCO ACTIVELY MANAGED ETFactive us real | $14,000 | – | 140 | +100.0% | 0.00% | – |
| IPAR | New | INTER PARFUMS INC | $9,000 | – | 123 | +100.0% | 0.00% | – |
| IART | New | INTEGRA LIFESCIENCES HLDGS C | $8,000 | – | 118 | +100.0% | 0.00% | – |
| INFY | Buy | INFOSYS LTDsponsored adr | $8,000 | +166.7% | 378 | +134.8% | 0.00% | – |
| IAA | Buy | IAA INC | $11,000 | +83.3% | 195 | +68.1% | 0.00% | 0.0% |
| HLI | Buy | HOULIHAN LOKEY INCcl a | $13,000 | +44.4% | 144 | +38.5% | 0.00% | 0.0% |
| HPE | Buy | HEWLETT PACKARD ENTERPRISE C | $11,000 | 0.0% | 792 | +3.8% | 0.00% | 0.0% |
| HL | Buy | HECLA MNG CO | $12,000 | +200.0% | 2,100 | +250.0% | 0.00% | – |
| IWC | Buy | ISHARES TRmicro-cap etf | $11,000 | 0.0% | 76 | +8.6% | 0.00% | 0.0% |
| HDB | Buy | HDFC BANK LTDsponsored ads | $9,000 | +12.5% | 124 | +7.8% | 0.00% | 0.0% |
| GH | Buy | GUARDANT HEALTH INC | $9,000 | +28.6% | 75 | +41.5% | 0.00% | 0.0% |
| EWI | Buy | ISHARES INCmsci italy etf | $12,000 | +100.0% | 379 | +90.5% | 0.00% | 0.0% |
| MLPA | New | GLOBAL X FDSglbl x mlp etf | $7,000 | – | 196 | +100.0% | 0.00% | – |
| SDIV | Buy | GLOBAL X FDSglb x superdiv | $10,000 | -9.1% | 778 | +0.8% | 0.00% | 0.0% |
| IT | Buy | GARTNER INC | $11,000 | +37.5% | 35 | +12.9% | 0.00% | 0.0% |
| JBL | Buy | JABIL INC | $14,000 | +27.3% | 245 | +25.0% | 0.00% | 0.0% |
| JEPI | New | J P MORGAN EXCHANGE-TRADED Fequity premium | $7,000 | – | 112 | +100.0% | 0.00% | – |
| J | Buy | JACOBS ENGR GROUP INC | $14,000 | 0.0% | 105 | +2.9% | 0.00% | 0.0% |
| FMS | Buy | FRESENIUS MED CARE AG&CO KGAsponsored adr | $14,000 | 0.0% | 393 | +13.9% | 0.00% | 0.0% |
| KB | Buy | KB FINL GROUP INCsponsored adr | $7,000 | +40.0% | 152 | +44.8% | 0.00% | 0.0% |
| KLAC | Buy | KLA CORP | $13,000 | +160.0% | 39 | +160.0% | 0.00% | 0.0% |
| KT | Buy | KT CORPsponsored adr | $13,000 | +8.3% | 966 | +15.0% | 0.00% | 0.0% |
| KIM | Buy | KIMCO RLTY CORP | $6,000 | 0.0% | 278 | +2.2% | 0.00% | 0.0% |
| KARS | New | KRANESHARES TRelec veh futur | $10,000 | – | 213 | +100.0% | 0.00% | – |
| LKQ | New | LKQ CORP | $8,000 | – | 152 | +100.0% | 0.00% | – |
| FL | Buy | FOOT LOCKER INC | $14,000 | -6.7% | 297 | +24.3% | 0.00% | -50.0% |
| LEN | Buy | LENNAR CORPcl a | $11,000 | +120.0% | 118 | +118.5% | 0.00% | 0.0% |
| MEDP | New | MEDPACE HLDGS INC | $6,000 | – | 33 | +100.0% | 0.00% | – |
| MLAB | New | MESA LABS INC | $8,000 | – | 28 | +100.0% | 0.00% | – |
| MRTX | New | MIRATI THERAPEUTICS INC | $8,000 | – | 44 | +100.0% | 0.00% | – |
| MUFG | Buy | MITSUBISHI UFJ FINL GROUP INsponsored ads | $10,000 | +233.3% | 1,607 | +212.0% | 0.00% | – |
| MOH | Buy | MOLINA HEALTHCARE INC | $9,000 | +80.0% | 34 | +61.9% | 0.00% | 0.0% |
| TAP | Buy | MOLSON COORS BEVERAGE COcl b | $7,000 | – | 156 | +5100.0% | 0.00% | – |
| NCNO | New | NCINO INC | $6,000 | – | 85 | +100.0% | 0.00% | – |
| NWL | Buy | NEWELL BRANDS INC | $12,000 | -14.3% | 520 | +2.0% | 0.00% | 0.0% |
| NEEPRQ | Buy | NEXTERA ENERGY INCunit 99/99/9999 | $11,000 | +175.0% | 220 | +165.1% | 0.00% | – |
| NICE | New | NICE LTDsponsored adr | $12,000 | – | 44 | +100.0% | 0.00% | – |
| NOK | Buy | NOKIA CORPsponsored adr | $8,000 | 0.0% | 1,461 | +3.5% | 0.00% | 0.0% |
| NDSN | Buy | NORDSON CORP | $7,000 | +16.7% | 31 | +6.9% | 0.00% | 0.0% |
| AG | Buy | FIRST MAJESTIC SILVER CORP | $7,000 | +40.0% | 600 | +100.0% | 0.00% | 0.0% |
| OKTA | New | OKTA INCcl a | $9,000 | – | 40 | +100.0% | 0.00% | – |
| OHI | New | OMEGA HEALTHCARE INVS INC | $6,000 | – | 208 | +100.0% | 0.00% | – |
| ONTO | New | ONTO INNOVATION INC | $6,000 | – | 81 | +100.0% | 0.00% | – |
| FHI | Buy | FEDERATED HERMES INCcl b | $13,000 | -7.1% | 406 | +0.7% | 0.00% | 0.0% |
| OTEX | Buy | OPEN TEXT CORP | $6,000 | +20.0% | 113 | +17.7% | 0.00% | 0.0% |
| FRT | Buy | FEDERAL RLTY INVT TRsh ben int new | $12,000 | +100.0% | 104 | +103.9% | 0.00% | 0.0% |
| FICO | Buy | FAIR ISAAC CORP | $15,000 | +15.4% | 38 | +52.0% | 0.00% | 0.0% |
| PKX | Buy | POSCOsponsored adr | $13,000 | +8.3% | 195 | +28.3% | 0.00% | 0.0% |
| EXPO | Buy | EXPONENT INC | $9,000 | +50.0% | 77 | +6.9% | 0.00% | 0.0% |
| PTC | Buy | PTC INC | $12,000 | +33.3% | 101 | +57.8% | 0.00% | 0.0% |
| EXAS | Buy | EXACT SCIENCES CORP | $6,000 | +20.0% | 63 | +65.8% | 0.00% | 0.0% |
| PACW | New | PACWEST BANCORP DEL | $6,000 | – | 138 | +100.0% | 0.00% | – |
| PZZA | Buy | PAPA JOHNS INTL INC | $13,000 | – | 101 | +10000.0% | 0.00% | – |
| PAR | New | PAR TECHNOLOGY CORP | $6,000 | – | 105 | +100.0% | 0.00% | – |
| WTRG | Buy | ESSENTIAL UTILS INC | $6,000 | 0.0% | 126 | +0.8% | 0.00% | 0.0% |
| ERIC | Buy | ERICSSONadr b sek 10 | $11,000 | +37.5% | 986 | +55.8% | 0.00% | 0.0% |
| PEB | New | PEBBLEBROOK HOTEL TR | $6,000 | – | 249 | +100.0% | 0.00% | – |
| EQR | Buy | EQUITY RESIDENTIALsh ben int | $9,000 | +200.0% | 116 | +169.8% | 0.00% | – |
| PBCT | Buy | PEOPLES UNITED FINANCIAL INC | $9,000 | – | 515 | +3861.5% | 0.00% | – |
| EPAM | New | EPAM SYS INC | $8,000 | – | 14 | +100.0% | 0.00% | – |
| PSX | Buy | PHILLIPS 66 | $12,000 | -14.3% | 167 | +4.4% | 0.00% | 0.0% |
| DAVA | New | ENDAVA PLCads | $8,000 | – | 56 | +100.0% | 0.00% | – |
| EA | Buy | ELECTRONIC ARTS INC | $9,000 | +28.6% | 63 | +21.2% | 0.00% | 0.0% |
| QS | Buy | QUANTUMSCAPE CORP | $10,000 | 0.0% | 390 | +14.7% | 0.00% | 0.0% |
| ROLL | New | RBC BEARINGS INC | $9,000 | – | 42 | +100.0% | 0.00% | – |
| REG | New | REGENCY CTRS CORP | $7,000 | – | 108 | +100.0% | 0.00% | – |
| DOV | Buy | DOVER CORP | $10,000 | +100.0% | 63 | +103.2% | 0.00% | 0.0% |
| RHI | Buy | ROBERT HALF INTL INC | $6,000 | +50.0% | 63 | +53.7% | 0.00% | – |
| New | ROBINHOOD MKTS INC | $13,000 | – | 300 | +100.0% | 0.00% | – | |
| RGLD | Buy | ROYAL GOLD INC | $14,000 | +133.3% | 150 | +200.0% | 0.00% | 0.0% |
| SPSC | New | SPS COMM INC | $9,000 | – | 53 | +100.0% | 0.00% | – |
| QEMM | New | SPDR INDEX SHS FDSmsci emrg mkts | $14,000 | – | 202 | +100.0% | 0.00% | – |
| DVN | Buy | DEVON ENERGY CORP NEW | $7,000 | +133.3% | 196 | +92.2% | 0.00% | – |
| HYLB | Buy | DBX ETF TRxtrack usd high | $9,000 | 0.0% | 237 | +0.9% | 0.00% | 0.0% |
| CPRT | Buy | COPART INC | $8,000 | – | 58 | +1833.3% | 0.00% | – |
| COO | Buy | COOPER COS INC | $9,000 | +12.5% | 22 | +10.0% | 0.00% | 0.0% |
| ED | Buy | CONSOLIDATED EDISON INC | $9,000 | +12.5% | 124 | +11.7% | 0.00% | 0.0% |
| SSNC | New | SS&C TECHNOLOGIES HLDGS INC | $11,000 | – | 154 | +100.0% | 0.00% | – |
| COLB | New | COLUMBIA BKG SYS INC | $11,000 | – | 278 | +100.0% | 0.00% | – |
| COHU | New | COHU INC | $8,000 | – | 265 | +100.0% | 0.00% | – |
| XOP | Buy | SPDR SER TRs&p oilgas exp | $12,000 | 0.0% | 128 | +6.7% | 0.00% | 0.0% |
| CNS | New | COHEN & STEERS INC | $7,000 | – | 82 | +100.0% | 0.00% | – |
| LNG | Buy | CHENIERE ENERGY INC | $13,000 | +160.0% | 128 | +120.7% | 0.00% | 0.0% |
| SGEN | Buy | SEAGEN INC | $13,000 | +62.5% | 78 | +62.5% | 0.00% | 0.0% |
| CG | Buy | CARLYLE GROUP INC | $8,000 | 0.0% | 179 | +0.6% | 0.00% | 0.0% |
| SLS | New | SELLAS LIFE SCIENCES GROUP I | $9,000 | – | 1,000 | +100.0% | 0.00% | – |
| SPG | Buy | SIMON PPTY GROUP INC NEW | $15,000 | +200.0% | 113 | +169.0% | 0.00% | 0.0% |
| BLCN | New | SIREN ETF TRnsd nxgn eco etf | $9,000 | – | 200 | +100.0% | 0.00% | – |
| COG | Buy | CABOT OIL & GAS CORP | $12,000 | +1100.0% | 548 | +798.4% | 0.00% | – |
| STOR | Buy | STORE CAP CORP | $15,000 | -6.2% | 467 | +0.2% | 0.00% | -50.0% |
| CABO | New | CABLE ONE INC | $7,000 | – | 4 | +100.0% | 0.00% | – |
| SMFG | Buy | SUMITOMO MITSUI FINL GROUP Isponsored adr | $13,000 | +85.7% | 1,898 | +89.0% | 0.00% | 0.0% |
| SNX | Buy | SYNNEX CORP | $11,000 | +10.0% | 107 | +27.4% | 0.00% | 0.0% |
| SNDX | New | SYNDAX PHARMACEUTICALS INC | $6,000 | – | 315 | +100.0% | 0.00% | – |
| CRH | Buy | CRH PLCadr | $15,000 | +25.0% | 318 | +35.3% | 0.00% | 0.0% |
| CCNE | New | CNB FINL CORP PA | $6,000 | – | 260 | +100.0% | 0.00% | – |
| CCMP | New | CMC MATERIALS INC | $6,000 | – | 45 | +100.0% | 0.00% | – |
| TPR | Buy | TAPESTRY INC | $11,000 | – | 302 | +9966.7% | 0.00% | – |
| GIB | Buy | CGI INCcl a sub vtg | $11,000 | +22.2% | 124 | +25.3% | 0.00% | 0.0% |
| CDW | Buy | CDW CORP | $14,000 | +180.0% | 76 | +153.3% | 0.00% | 0.0% |
| TFX | Buy | TELEFLEX INCORPORATED | $11,000 | +175.0% | 30 | +172.7% | 0.00% | – |
| BMBL | Buy | BUMBLE INC | $9,000 | +50.0% | 172 | +65.4% | 0.00% | 0.0% |
| BMTC | New | BRYN MAWR BK CORP | $7,000 | – | 161 | +100.0% | 0.00% | – |
| BFAM | New | BRIGHT HORIZONS FAM SOL IN D | $6,000 | – | 43 | +100.0% | 0.00% | – |
| TWTR | Buy | TWITTER INC | $6,000 | -14.3% | 105 | +5.0% | 0.00% | 0.0% |
| PATH | Buy | UIPATH INCcl a | $13,000 | – | 238 | +3866.7% | 0.00% | – |
| BAH | Buy | BOOZ ALLEN HAMILTON HLDG CORcl a | $14,000 | +40.0% | 176 | +44.3% | 0.00% | 0.0% |
| OLED | Buy | UNIVERSAL DISPLAY CORP | $9,000 | +12.5% | 50 | +38.9% | 0.00% | 0.0% |
| UNM | Buy | UNUM GROUP | $12,000 | +100.0% | 477 | +119.8% | 0.00% | 0.0% |
| AVB | Buy | AVALONBAY CMNTYS INC | $6,000 | +100.0% | 29 | +107.1% | 0.00% | – |
| VGLT | Buy | VANGUARD SCOTTSDALE FDSlong term treas | $9,000 | 0.0% | 98 | +1.0% | 0.00% | 0.0% |
| AUB | Buy | ATLANTIC UN BANKSHARES CORP | $6,000 | +20.0% | 152 | +0.7% | 0.00% | 0.0% |
| ATKR | New | ATKORE INC | $7,000 | – | 81 | +100.0% | 0.00% | – |
| ASPY | New | ASYMMETRIC ETFS TRUST500 etf | $13,000 | – | 475 | +100.0% | 0.00% | – |
| ARW | Buy | ARROW ELECTRS INC | $8,000 | +33.3% | 71 | +24.6% | 0.00% | 0.0% |
| ARLO | New | ARLO TECHNOLOGIES INC | $6,000 | – | 1,000 | +100.0% | 0.00% | – |
| VERB | Buy | VERB TECHNOLOGY CO INC | $14,000 | +7.7% | 7,500 | +15.4% | 0.00% | 0.0% |
| VCIF | New | VERTICAL CAP INCOME FD | $14,000 | – | 1,342 | +100.0% | 0.00% | – |
| USVM | New | VICTORY PORTFOLIOS II | $6,000 | – | 83 | +100.0% | 0.00% | – |
| VST | Buy | VISTRA CORP | $10,000 | +11.1% | 587 | +17.4% | 0.00% | 0.0% |
| VRM | New | VROOM INC | $11,000 | – | 500 | +100.0% | 0.00% | – |
| APH | Buy | AMPHENOL CORP NEWcl a | $8,000 | +33.3% | 116 | +28.9% | 0.00% | 0.0% |
| AMNB | Buy | AMERICAN NATL BANKSHARES INC | $10,000 | +11.1% | 295 | +0.7% | 0.00% | 0.0% |
| New | WEBER INCcl a | $9,000 | – | 500 | +100.0% | 0.00% | – | |
| WBK | Buy | WESTPAC BANKING CORPsponsored adr | $14,000 | +27.3% | 780 | +35.4% | 0.00% | 0.0% |
| JWA | New | WILEY JOHN & SONS INCcl a | $7,000 | – | 135 | +100.0% | 0.00% | – |
| AMED | Buy | AMEDISYS INC | $7,000 | +16.7% | 44 | +69.2% | 0.00% | 0.0% |
| AIMC | New | ALTRA INDL MOTION CORP | $8,000 | – | 147 | +100.0% | 0.00% | – |
| DEM | New | WISDOMTREE TRemer mkt high fd | $11,000 | – | 242 | +100.0% | 0.00% | – |
| ADS | New | ALLIANCE DATA SYSTEMS CORP | $7,000 | – | 72 | +100.0% | 0.00% | – |
| AKAM | Buy | AKAMAI TECHNOLOGIES INC | $11,000 | -8.3% | 106 | +2.9% | 0.00% | 0.0% |
| AL | New | AIR LEASE CORPcl a | $14,000 | – | 360 | +100.0% | 0.00% | – |
| AUY | Buy | YAMANA GOLD INC | $14,000 | +16.7% | 3,500 | +21.1% | 0.00% | 0.0% |
| ARGO | New | ARGO GROUP INTL HLDGS LTD | $6,000 | – | 111 | +100.0% | 0.00% | – |
| CLVT | Buy | CLARIVATE PLC | $9,000 | +28.6% | 402 | +67.5% | 0.00% | 0.0% |
| CCEP | New | COCA-COLA EUROPACIFIC PARTNE | $7,000 | – | 127 | +100.0% | 0.00% | – |
| FERG | Buy | FERGUSON PLC NEW | $10,000 | +150.0% | 71 | +153.6% | 0.00% | – |
| ARKX | Buy | ARK ETF TRark space expl | $9,000 | +50.0% | 456 | +65.8% | 0.00% | 0.0% |
| New | AG MTG INVT TR INC | $8,000 | – | 666 | +100.0% | 0.00% | – | |
| AGCO | Buy | AGCO CORP | $9,000 | +28.6% | 71 | +24.6% | 0.00% | 0.0% |
| ECH | Buy | ISHARES INCmsci chile etf | $9,000 | +125.0% | 344 | +168.8% | 0.00% | – |
| PCY | Buy | INVESCO EXCH TRADED FD TR IIemrng mkt svrg | $9,000 | +12.5% | 333 | +13.3% | 0.00% | 0.0% |
| EWP | Buy | ISHARES INCmsci spain etf | $13,000 | +333.3% | 493 | +413.5% | 0.00% | – |
| EWH | New | ISHARES INCmsci hong kg etf | $6,000 | – | 243 | +100.0% | 0.00% | – |
| SHI | Buy | SINOPEC SHANGHAI PETROCHEMICspon adr h | $1,000 | 0.0% | 43 | +95.5% | 0.00% | – |
| CNQ | Buy | CANADIAN NAT RES LTD | $4,000 | 0.0% | 102 | +1.0% | 0.00% | – |
| JDD | Buy | NUVEEN DIVERSIFIED DIVID & I | $5,000 | 0.0% | 471 | +1.9% | 0.00% | -100.0% |
| SNA | Buy | SNAP ON INC | $4,000 | +300.0% | 19 | +375.0% | 0.00% | – |
| CWH | New | CAMPING WORLD HLDGS INCcl a | $3,000 | – | 81 | +100.0% | 0.00% | – |
| SLRC | Buy | SLR INVESTMENT CORP | $3,000 | 0.0% | 142 | +2.2% | 0.00% | – |
| BKF | New | ISHARES INCmsci bric indx | $2,000 | – | 50 | +100.0% | 0.00% | – |
| CPB | New | CAMPBELL SOUP CO | $0 | – | 3 | +100.0% | 0.00% | – |
| CAC | New | CAMDEN NATL CORP | $3,000 | – | 58 | +100.0% | 0.00% | – |
| TAIL | New | CAMBRIA ETF TRtail risk | $0 | – | 20 | +100.0% | 0.00% | – |
| NOMD | New | NOMAD FOODS LTD | $4,000 | – | 153 | +100.0% | 0.00% | – |
| FNDF | New | SCHWAB STRATEGIC TRschwb fdt int lg | $3,000 | – | 92 | +100.0% | 0.00% | – |
| CCF | New | CHASE CORP | $4,000 | – | 42 | +100.0% | 0.00% | – |
| FFIV | New | F5 NETWORKS INC | $0 | – | 2 | +100.0% | 0.00% | – |
| CHX | New | CHAMPIONX CORPORATION | $5,000 | – | 238 | +100.0% | 0.00% | – |
| FLWS | New | 1 800 FLOWERS COM INCcl a | $4,000 | – | 126 | +100.0% | 0.00% | – |
| FUN | New | CEDAR FAIR L Pdepositry unit | $5,000 | – | 100 | +100.0% | 0.00% | – |
| FIVA | New | FIDELITY COVINGTON TRUSTint vl fct etf | $2,000 | – | 100 | +100.0% | 0.00% | – |
| CVNA | New | CARVANA COcl a | $5,000 | – | 18 | +100.0% | 0.00% | – |
| SHCR | New | SHARECARE INC | $1,000 | – | 169 | +100.0% | 0.00% | – |
| SWIR | New | SIERRA WIRELESS INC | $2,000 | – | 140 | +100.0% | 0.00% | – |
| SSD | New | SIMPSON MFG INC | $4,000 | – | 35 | +100.0% | 0.00% | – |
| NTRS | Buy | NORTHERN TR CORP | $2,000 | 0.0% | 22 | +69.2% | 0.00% | – |
| STM | New | STMICROELECTRONICS N Vny registry | $5,000 | – | 119 | +100.0% | 0.00% | – |
| FRC | Buy | FIRST REP BK SAN FRANCISCO C | $1,000 | 0.0% | 4 | +33.3% | 0.00% | – |
| NMR | New | NOMURA HLDGS INCsponsored adr | $4,000 | – | 864 | +100.0% | 0.00% | – |
| XSMO | New | INVESCO EXCHANGE TRADED FD Ts&p smlcp moment | $3,000 | – | 50 | +100.0% | 0.00% | – |
| FNI | New | FIRST TR EXCHANGE TRADED FDchindia etf | $0 | – | 1 | +100.0% | 0.00% | – |
| HES | Buy | HESS CORP | $0 | – | 6 | +50.0% | 0.00% | – |
| CMS | Buy | CMS ENERGY CORP | $3,000 | +200.0% | 57 | +128.0% | 0.00% | – |
| FCT | Buy | FIRST TR SR FLTG RATE INCOME | $1,000 | 0.0% | 42 | +2.4% | 0.00% | – |
| CGNT | New | COGNYTE SOFTWARE LTD | $0 | – | 18 | +100.0% | 0.00% | – |
| HHC | New | HOWARD HUGHES CORP | $5,000 | – | 60 | +100.0% | 0.00% | – |
| HQH | Buy | TEKLA HEALTHCARE INVSsh ben int | $1,000 | 0.0% | 57 | +1.8% | 0.00% | – |
| NAVI | Buy | NAVIENT CORPORATION | $4,000 | +33.3% | 182 | +0.6% | 0.00% | – |
| TDY | New | TELEDYNE TECHNOLOGIES INC | $3,000 | – | 6 | +100.0% | 0.00% | – |
| TEF | Buy | TELEFONICA S Asponsored adr | $4,000 | +100.0% | 821 | +136.6% | 0.00% | – |
| TS | New | TENARIS S Asponsored ads | $3,000 | – | 123 | +100.0% | 0.00% | – |
| NWG | New | NATWEST GROUP PLCspons adr 2 ord | $3,000 | – | 464 | +100.0% | 0.00% | – |
| NATI | New | NATIONAL INSTRS CORP | $4,000 | – | 107 | +100.0% | 0.00% | – |
| TEVA | Buy | TEVA PHARMACEUTICAL INDS LTDsponsored ads | $2,000 | – | 178 | +263.3% | 0.00% | – |
| CBRE | Buy | CBRE GROUP INCcl a | $4,000 | – | 46 | +820.0% | 0.00% | – |
| SSYS | New | STRATASYS LTD | $1,000 | – | 25 | +100.0% | 0.00% | – |
| DDD | New | 3-D SYS CORP DEL | $2,000 | – | 90 | +100.0% | 0.00% | – |
| RORO | New | TIDAL ETF TRatac us rotation | $5,000 | – | 225 | +100.0% | 0.00% | – |
| MDB | New | MONGODB INCcl a | $2,000 | – | 5 | +100.0% | 0.00% | – |
| TOWN | Buy | TOWNEBANK PORTSMOUTH VA | $3,000 | 0.0% | 88 | +1.1% | 0.00% | – |
| JBHT | New | HUNT J B TRANS SVCS INC | $1,000 | – | 5 | +100.0% | 0.00% | – |
| MFG | New | MIZUHO FINANCIAL GROUP INCsponsored adr | $2,000 | – | 816 | +100.0% | 0.00% | – |
| MIDD | New | MIDDLEBY CORP | $2,000 | – | 10 | +100.0% | 0.00% | – |
| TNL | New | TRAVEL PLUS LEISURE CO | $1,000 | – | 15 | +100.0% | 0.00% | – |
| TRMB | Buy | TRIMBLE INC | $1,000 | – | 14 | +366.7% | 0.00% | – |
| FGM | New | FIRST TR EXCH TRD ALPHDX FDgermany alpha | $2,000 | – | 45 | +100.0% | 0.00% | – |
| Buy | MICRO FOCUS INTL PLCspon adr new | $2,000 | – | 457 | +730.9% | 0.00% | – | |
| MTD | New | METTLER TOLEDO INTERNATIONAL | $3,000 | – | 2 | +100.0% | 0.00% | – |
| FSZ | New | FIRST TR EXCH TRD ALPHDX FDswitzlnd alpha | $2,000 | – | 37 | +100.0% | 0.00% | – |
| EWD | New | ISHARES INCmsci sweden etf | $5,000 | – | 105 | +100.0% | 0.00% | – |
| UAA | Buy | UNDER ARMOUR INCcl a | $1,000 | – | 57 | +2750.0% | 0.00% | – |
| BXP | Buy | BOSTON PROPERTIES INC | $4,000 | +33.3% | 35 | +25.0% | 0.00% | – |
| FEUZ | New | FIRST TR EXCH TRD ALPHDX FDeuro alphadex | $3,000 | – | 60 | +100.0% | 0.00% | – |
| UMC | New | UNITED MICROELECTRONICS CORPspon adr new | $1,000 | – | 80 | +100.0% | 0.00% | – |
| MPW | Buy | MEDICAL PPTYS TRUST INC | $4,000 | +33.3% | 212 | +41.3% | 0.00% | – |
| UNG | Buy | UNITED STS NAT GAS FD LPunit par | $0 | – | 18 | +100.0% | 0.00% | – |
| CTRM | New | CASTOR MARITIME INC | $2,000 | – | 1,000 | +100.0% | 0.00% | – |
| UPLD | New | UPLAND SOFTWARE INC | $3,000 | – | 100 | +100.0% | 0.00% | – |
| ISHG | New | ISHARES TR3yrtb etf | $1,000 | – | 10 | +100.0% | 0.00% | – |
| MTCH | New | MATCH GROUP INC NEW | $0 | – | 2 | +100.0% | 0.00% | – |
| BLDE | New | BLADE AIR MOBILITY INC | $5,000 | – | 521 | +100.0% | 0.00% | – |
| MANH | New | MANHATTAN ASSOCIATES INC | $4,000 | – | 26 | +100.0% | 0.00% | – |
| MGA | Buy | MAGNA INTL INC | $4,000 | 0.0% | 55 | +25.0% | 0.00% | – |
| SHOO | New | MADDEN STEVEN LTD | $5,000 | – | 115 | +100.0% | 0.00% | – |
| MSM | New | MSC INDL DIRECT INCcl a | $5,000 | – | 67 | +100.0% | 0.00% | – |
| MHO | New | M/I HOMES INC | $4,000 | – | 65 | +100.0% | 0.00% | – |
| BBY | Buy | BEST BUY INC | $5,000 | +66.7% | 47 | +56.7% | 0.00% | – |
| New | BATH & BODY WORKS INC | $0 | – | 7 | +100.0% | 0.00% | – | |
| BCS | Buy | BARCLAYS PLCadr | $5,000 | +150.0% | 516 | +150.5% | 0.00% | – |
| FSV | New | FIRSTSERVICE CORP NEW | $5,000 | – | 27 | +100.0% | 0.00% | – |
| BBD | Buy | BANCO BRADESCO S Asp adr pfd new | $4,000 | -20.0% | 1,161 | +21.3% | 0.00% | -100.0% |
| FSR | New | FISKER INC | $5,000 | – | 325 | +100.0% | 0.00% | – |
| LYV | Buy | LIVE NATION ENTERTAINMENT IN | $1,000 | – | 15 | +400.0% | 0.00% | – |
| LECO | New | LINCOLN ELEC HLDGS INC | $5,000 | – | 37 | +100.0% | 0.00% | – |
| BGS | Buy | B & G FOODS INC NEW | $4,000 | -20.0% | 149 | +0.7% | 0.00% | -100.0% |
| LESL | New | LESLIES INC | $2,000 | – | 120 | +100.0% | 0.00% | – |
| LMND | Buy | LEMONADE INC | $2,000 | 0.0% | 23 | +15.0% | 0.00% | – |
| ASH | New | ASHLAND GLOBAL HLDGS INC | $5,000 | – | 57 | +100.0% | 0.00% | – |
| New | ASHFORD HOSPITALITY TR INC | $2,000 | – | 108 | +100.0% | 0.00% | – | |
| SWIM | Buy | LATHAM GROUP INC | $4,000 | -50.0% | 265 | +10.9% | 0.00% | -100.0% |
| LSTR | New | LANDSTAR SYS INC | $5,000 | – | 30 | +100.0% | 0.00% | – |
| VRSN | New | VERISIGN INC | $1,000 | – | 6 | +100.0% | 0.00% | – |
| MT | New | ARCELORMITTAL SA LUXEMBOURGny registry sh | $4,000 | – | 140 | +100.0% | 0.00% | – |
| VCEL | New | VERICEL CORP | $3,000 | – | 61 | +100.0% | 0.00% | – |
| APA | Buy | APA CORPORATION | $4,000 | +300.0% | 181 | +320.9% | 0.00% | – |
| FOCS | New | FOCUS FINL PARTNERS INC | $4,000 | – | 71 | +100.0% | 0.00% | – |
| LXU | New | LSB INDS INC | $1,000 | – | 100 | +100.0% | 0.00% | – |
| New | VICTORIAS SECRET AND CO | $0 | – | 1 | +100.0% | 0.00% | – | |
| VTSI | New | VIRTRA INC | $1,000 | – | 146 | +100.0% | 0.00% | – |
| KEX | New | KIRBY CORP | $3,000 | – | 66 | +100.0% | 0.00% | – |
| FOX | Buy | FOX CORP | $2,000 | 0.0% | 62 | +10.7% | 0.00% | – |
| VNO | Buy | VORNADO RLTY TRsh ben int | $4,000 | 0.0% | 99 | +12.5% | 0.00% | – |
| AMSF | New | AMERISAFE INC | $3,000 | – | 52 | +100.0% | 0.00% | – |
| AVDV | New | AMERICAN CENTY ETF TRintl smcp vlu | $3,000 | – | 47 | +100.0% | 0.00% | – |
| WEN | Buy | WENDYS CO | $4,000 | -20.0% | 201 | +0.5% | 0.00% | -100.0% |
| JNPR | Buy | JUNIPER NETWORKS INC | $5,000 | +25.0% | 197 | +26.3% | 0.00% | – |
| New | FRESHWORKS INC | $2,000 | – | 45 | +100.0% | 0.00% | – | |
| WU | Buy | WESTERN UN CO | $1,000 | – | 46 | +557.1% | 0.00% | – |
| JPME | New | J P MORGAN EXCHANGE-TRADED Fdiversfed rtrn | $3,000 | – | 36 | +100.0% | 0.00% | – |
| ABEV | Buy | AMBEV SAsponsored adr | $5,000 | 0.0% | 1,806 | +29.1% | 0.00% | -100.0% |
| ACH | Buy | ALUMINUM CORP CHINA LIMITED | $2,000 | +100.0% | 98 | +157.9% | 0.00% | – |
| JMOM | New | J P MORGAN EXCHANGE-TRADED Fus momentum | $0 | – | 3 | +100.0% | 0.00% | – |
| ALTR | New | ALTAIR ENGR INC | $4,000 | – | 55 | +100.0% | 0.00% | – |
| IPGP | Buy | IPG PHOTONICS CORP | $4,000 | -20.0% | 27 | +8.0% | 0.00% | -100.0% |
| DNL | New | WISDOMTREE TRglb us qtly div | $4,000 | – | 100 | +100.0% | 0.00% | – |
| IHDG | New | WISDOMTREE TRitl hdg qtly div | $3,000 | – | 76 | +100.0% | 0.00% | – |
| ARE | Buy | ALEXANDRIA REAL ESTATE EQ IN | $2,000 | +100.0% | 9 | +125.0% | 0.00% | – |
| GPS | Buy | GAP INC | $2,000 | +100.0% | 75 | +167.9% | 0.00% | – |
| IEX | New | IDEX CORP | $4,000 | – | 17 | +100.0% | 0.00% | – |
| INCY | Buy | INCYTE CORP | $0 | – | 4 | +33.3% | 0.00% | – |
| AEM | New | AGNICO EAGLE MINES LTD | $5,000 | – | 100 | +100.0% | 0.00% | – |
| EAGG | New | ISHARES TResg awr us agrgt | $4,000 | – | 80 | +100.0% | 0.00% | – |
| GMAB | Buy | GENMAB A/Ssponsored ads | $3,000 | 0.0% | 74 | +17.5% | 0.00% | – |
| THRM | New | GENTHERM INC | $3,000 | – | 43 | +100.0% | 0.00% | – |
| LOUP | Buy | INNOVATOR ETFS TRloup frontier | $1,000 | 0.0% | 20 | +25.0% | 0.00% | – |
| New | DUOLINGO INC | $1,000 | – | 9 | +100.0% | 0.00% | – | |
| RELX | Buy | RELX PLCsponsored adr | $3,000 | +200.0% | 97 | +106.4% | 0.00% | – |
| DASH | New | DOORDASH INCcl a | $3,000 | – | 14 | +100.0% | 0.00% | – |
| RGA | New | REINSURANCE GRP OF AMERICA I | $5,000 | – | 42 | +100.0% | 0.00% | – |
| New | DUTCH BROS INCcl a | $5,000 | – | 124 | +100.0% | 0.00% | – | |
| RAIN | New | RAIN THERAPEUTICS INC | $5,000 | – | 367 | +100.0% | 0.00% | – |
| DHC | New | DIVERSIFIED HEALTHCARE TR | $1,000 | – | 180 | +100.0% | 0.00% | – |
| RVT | Buy | ROYCE VALUE TR INC | $3,000 | 0.0% | 143 | +1.4% | 0.00% | – |
| SMDV | New | PROSHARES TRruss 2000 divd | $2,000 | – | 31 | +100.0% | 0.00% | – |
| REGL | New | PROSHARES TRs&p mdcp 400 div | $4,000 | – | 61 | +100.0% | 0.00% | – |
| ITGR | New | INTEGER HLDGS CORP | $5,000 | – | 55 | +100.0% | 0.00% | – |
| DKS | New | DICKS SPORTING GOODS INC | $5,000 | – | 45 | +100.0% | 0.00% | – |
| FANG | Buy | DIAMONDBACK ENERGY INC | $5,000 | – | 50 | +1566.7% | 0.00% | – |
| XMHQ | New | INVESCO EXCHANGE TRADED FD Ts&p mdcp quality | $4,000 | – | 50 | +100.0% | 0.00% | – |
| SPGM | Buy | SPDR INDEX SHS FDSportfli msci gbl | $3,000 | +50.0% | 52 | +36.8% | 0.00% | – |
| DEA | New | EASTERLY GOVT PPTYS INC | $3,000 | – | 169 | +100.0% | 0.00% | – |
| DTM | New | DT MIDSTREAM INC | $2,000 | – | 50 | +100.0% | 0.00% | – |
| REET | New | ISHARES TRglobal reit etf | $1,000 | – | 21 | +100.0% | 0.00% | – |
| FRST | Buy | PRIMIS FINANCIAL CORP | $3,000 | 0.0% | 181 | +0.6% | 0.00% | – |
| PSMB | Buy | INVESCO ACTIVELY MANAGED ETFblncd mlti ast | $3,000 | +200.0% | 177 | +121.2% | 0.00% | – |
| DIDI | New | DIDI GLOBAL INCsponsored ads | $4,000 | – | 500 | +100.0% | 0.00% | – |
| RE | New | EVEREST RE GROUP LTD | $0 | – | 1 | +100.0% | 0.00% | – |
| New | CUE HEALTH INC | $1,000 | – | 80 | +100.0% | 0.00% | – | |
| PSMG | Buy | INVESCO ACTIVELY MANAGED ETFgwt mlti asst | $5,000 | +150.0% | 261 | +158.4% | 0.00% | – |
| PHK | Buy | PIMCO HIGH INCOME FD | $2,000 | 0.0% | 261 | +2.0% | 0.00% | – |
| GHRS | New | GH RESEARCH PLCordinary shares | $5,000 | – | 220 | +100.0% | 0.00% | – |
| PTR | Buy | PETROCHINA CO LTDsponsored adr | $5,000 | +150.0% | 104 | +188.9% | 0.00% | – |
| CSGP | New | COSTAR GROUP INC | $1,000 | – | 17 | +100.0% | 0.00% | – |
| OFC | Buy | CORPORATE OFFICE PPTYS TRsh ben int | $5,000 | – | 175 | +1150.0% | 0.00% | – |
| ESS | New | ESSEX PPTY TR INC | $1,000 | – | 3 | +100.0% | 0.00% | – |
| ISCF | New | ISHARES TRmsci intl sml cp | $2,000 | – | 43 | +100.0% | 0.00% | – |
| EVGO | New | EVGO INC | $1,000 | – | 100 | +100.0% | 0.00% | – |
| EMQQ | New | EXCHANGE TRADED CONCEPTS TRemqq em intern | $3,000 | – | 55 | +100.0% | 0.00% | – |
| CTSH | Buy | COGNIZANT TECHNOLOGY SOLUTIOcl a | $3,000 | +200.0% | 35 | +133.3% | 0.00% | – |
| PVH | Buy | PVH CORPORATION | $4,000 | 0.0% | 43 | +4.9% | 0.00% | – |
| EXLS | New | EXLSERVICE HOLDINGS INC | $4,000 | – | 36 | +100.0% | 0.00% | – |
| IAF | Buy | ABERDEEN AUSTRALIA EQUITY FD | $1,000 | 0.0% | 102 | +2.0% | 0.00% | – |
| EXR | Buy | EXTRA SPACE STORAGE INC | $2,000 | – | 9 | +200.0% | 0.00% | – |
| FIGS | New | FIGS INCcl a | $2,000 | – | 67 | +100.0% | 0.00% | – |
| IX | New | ORIX CORPsponsored adr | $5,000 | – | 56 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-10-22
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR S&P 500 ETF TR | 28 | Q3 2023 | 34.4% |
| VANGUARD TAX-MANAGED INTL FD | 28 | Q3 2023 | 3.6% |
| PIMCO ETF TR | 28 | Q3 2023 | 4.6% |
| BK OF AMERICA CORP | 28 | Q3 2023 | 2.0% |
| DISNEY WALT CO | 28 | Q3 2023 | 5.0% |
| ISHARES TR | 28 | Q3 2023 | 2.2% |
| COSTCO WHSL CORP NEW | 28 | Q3 2023 | 3.9% |
| PFIZER INC | 28 | Q3 2023 | 2.6% |
| ISHARES TR | 28 | Q3 2023 | 1.6% |
| NEXTERA ENERGY INC | 28 | Q3 2023 | 3.1% |
View Global Retirement Partners, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-23 |
| 13F-HR | 2024-01-18 |
| 13F-HR | 2023-10-13 |
| 13F-HR | 2023-07-20 |
| 13F-HR | 2023-05-08 |
| 13F-HR | 2023-02-13 |
| 13F-HR | 2022-11-03 |
| 13F-HR | 2022-07-15 |
| 13F-HR | 2022-07-14 |
| 13F-HR | 2022-01-21 |
View Global Retirement Partners, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.