1166 is the total number of securities Princeton Global Asset Management LLC has owned. The longest Princeton Global Asset Management LLC has owned a single stock is 20 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
MSFT | MICROSOFT CORP COM | 20 | 20 | 4.00% | 4.99% | 5.91% | Q4 2018 | Q3 2023 | 20 |
AVGO | BROADCOM INC COM | 20 | 20 | 1.95% | 2.75% | 4.16% | Q4 2018 | Q3 2023 | 20 |
TSM | TAIWAN SEMICONDUCTOR M... | 20 | 20 | 1.98% | 2.70% | 3.90% | Q4 2018 | Q3 2023 | 20 |
UNH | UNITEDHEALTH GROUP INC... | 20 | 20 | 1.21% | 2.41% | 3.32% | Q4 2018 | Q3 2023 | 20 |
JPM | JPMORGAN CHASE & CO COM | 20 | 20 | 1.81% | 2.40% | 2.79% | Q4 2018 | Q3 2023 | 20 |
JNJ | JOHNSON & JOHNSON COM | 20 | 20 | 1.11% | 2.39% | 4.32% | Q4 2018 | Q3 2023 | 20 |
BRKB | BERKSHIRE HATHAWAY INC... | 20 | 20 | 1.65% | 2.33% | 4.20% | Q4 2018 | Q3 2023 | 20 |
GOOGL | ALPHABET INC CAP STK CL A | 20 | 20 | 1.51% | 1.83% | 2.25% | Q4 2018 | Q3 2023 | 20 |
AAPL | APPLE INC COM | 20 | 20 | 1.28% | 1.79% | 2.57% | Q4 2018 | Q3 2023 | 20 |
V | VISA INC COM CL A | 20 | 20 | 1.37% | 1.77% | 2.45% | Q4 2018 | Q3 2023 | 20 |
TMO | THERMO FISHER SCIENTIF... | 20 | 20 | 0.98% | 1.53% | 1.80% | Q4 2018 | Q3 2023 | 20 |
VRTX | VERTEX PHARMACEUTICALS... | 20 | 20 | 0.93% | 1.44% | 2.90% | Q4 2018 | Q3 2023 | 20 |
GLD | SPDR GOLD SHARES | 20 | 20 | 0.66% | 1.28% | 2.16% | Q4 2018 | Q3 2023 | 20 |
ABBV | ABBVIE INC COM | 20 | 20 | 0.35% | 1.26% | 2.34% | Q4 2018 | Q3 2023 | 20 |
SONY | SONY GROUP CORP SPONSO... | 20 | 20 | 0.92% | 1.25% | 1.61% | Q4 2018 | Q3 2023 | 20 |
ACN | ACCENTURE PLC IRELAND ... | 20 | 20 | 0.59% | 1.19% | 1.48% | Q4 2018 | Q3 2023 | 20 |
CB | CHUBB LIMITED COM | 20 | 20 | 0.86% | 1.14% | 1.78% | Q4 2018 | Q3 2023 | 20 |
CSCO | CISCO SYS INC COM | 20 | 20 | 0.95% | 1.10% | 1.40% | Q4 2018 | Q3 2023 | 20 |
BAC | BK OF AMERICA CORP COM | 20 | 20 | 0.75% | 1.04% | 1.44% | Q4 2018 | Q3 2023 | 20 |
ABT | ABBOTT LABS COM | 20 | 20 | 0.19% | 1.04% | 2.19% | Q4 2018 | Q3 2023 | 20 |
DIS | DISNEY WALT CO COM DISNEY | 20 | 20 | 0.04% | 1.01% | 2.29% | Q4 2018 | Q3 2023 | 20 |
HD | HOME DEPOT INC COM | 20 | 20 | 0.42% | 0.97% | 5.96% | Q4 2018 | Q3 2023 | 20 |
IEMG | ISHARES CORE MSCI EMER... | 20 | 20 | 0.62% | 0.95% | 1.41% | Q4 2018 | Q3 2023 | 20 |
LMT | LOCKHEED MARTIN CORP COM | 20 | 20 | 0.70% | 0.93% | 1.12% | Q4 2018 | Q3 2023 | 20 |
NEE | NEXTERA ENERGY INC COM | 20 | 20 | 0.13% | 0.92% | 1.28% | Q4 2018 | Q3 2023 | 20 |
GOOG | ALPHABET INC CAP STK CL C | 20 | 20 | 0.67% | 0.87% | 1.10% | Q4 2018 | Q3 2023 | 20 |
WSO | WATSCO INC COM | 20 | 20 | 0.38% | 0.82% | 1.86% | Q4 2018 | Q3 2023 | 20 |
TTE | TOTAL SE SPONSORED ADS | 20 | 20 | 0.46% | 0.77% | 1.72% | Q4 2018 | Q3 2023 | 20 |
PEP | PEPSICO INC COM | 20 | 20 | 0.10% | 0.74% | 1.17% | Q4 2018 | Q3 2023 | 20 |
BMY | BRISTOL-MYERS SQUIBB C... | 20 | 20 | 0.22% | 0.72% | 1.08% | Q4 2018 | Q3 2023 | 20 |
AMZN | AMAZON COM INC COM | 20 | 20 | 0.08% | 0.71% | 1.39% | Q4 2018 | Q3 2023 | 20 |
NOC | NORTHROP GRUMMAN CORP COM | 20 | 20 | 0.50% | 0.69% | 1.03% | Q4 2018 | Q3 2023 | 20 |
EOG | EOG RES INC COM | 20 | 20 | 0.27% | 0.68% | 1.31% | Q4 2018 | Q3 2023 | 20 |
MRK | MERCK & CO. INC COM | 20 | 20 | 0.07% | 0.65% | 1.26% | Q4 2018 | Q3 2023 | 20 |
BR | BROADRIDGE FINL SOLUTI... | 20 | 20 | 0.50% | 0.59% | 0.75% | Q4 2018 | Q3 2023 | 20 |
PKG | PACKAGING CORP AMER COM | 20 | 20 | 0.44% | 0.58% | 0.71% | Q4 2018 | Q3 2023 | 20 |
CMCSA | COMCAST CORP NEW CL A | 20 | 20 | 0.00% | 0.53% | 0.92% | Q4 2018 | Q3 2023 | 20 |
MPC | MARATHON PETE CORP COM | 20 | 20 | 0.24% | 0.52% | 0.95% | Q4 2018 | Q3 2023 | 20 |
DVYE | ISHARES EMERGING MARKE... | 20 | 20 | 0.01% | 0.50% | 1.08% | Q4 2018 | Q3 2023 | 20 |
ACWI | ISHARES MSCI ACWI INDE... | 20 | 20 | 0.05% | 0.49% | 2.05% | Q4 2018 | Q3 2023 | 20 |
IGSB | ISHARES SHORT-TERM COR... | 20 | 20 | 0.33% | 0.48% | 0.60% | Q4 2018 | Q3 2023 | 20 |
IBDO | ISHARES IBONDS DEC 202... | 20 | 20 | 0.13% | 0.47% | 0.74% | Q4 2018 | Q3 2023 | 20 |
MDLZ | MONDELEZ INTL INC CL A | 20 | 20 | 0.07% | 0.47% | 0.77% | Q4 2018 | Q3 2023 | 20 |
SCHO | SCHWAB SHORT-TERM US T... | 20 | 20 | 0.28% | 0.44% | 0.60% | Q4 2018 | Q3 2023 | 20 |
T | AT&T INC COM | 20 | 20 | 0.07% | 0.41% | 0.86% | Q4 2018 | Q3 2023 | 20 |
HON | HONEYWELL INTL INC COM | 20 | 20 | 0.24% | 0.40% | 0.67% | Q4 2018 | Q3 2023 | 20 |
XOM | EXXON MOBIL CORP COM | 20 | 20 | 0.06% | 0.39% | 0.86% | Q4 2018 | Q3 2023 | 20 |
SU | SUNCOR ENERGY INC NEW COM | 20 | 20 | 0.00% | 0.39% | 1.55% | Q4 2018 | Q3 2023 | 20 |
SPY | SPDR S&P 500 ETF TRUST | 20 | 20 | 0.06% | 0.36% | 1.79% | Q4 2018 | Q3 2023 | 20 |
TXN | TEXAS INSTRS INC COM | 20 | 20 | 0.20% | 0.34% | 0.45% | Q4 2018 | Q3 2023 | 20 |
ZTS | ZOETIS INC CL A | 20 | 20 | 0.11% | 0.34% | 0.48% | Q4 2018 | Q3 2023 | 20 |
INTC | INTEL CORP COM | 20 | 20 | 0.11% | 0.32% | 0.68% | Q4 2018 | Q3 2023 | 20 |
WST | WEST PHARMACEUTICAL SV... | 20 | 20 | 0.21% | 0.32% | 0.48% | Q4 2018 | Q3 2023 | 20 |
ORCL | ORACLE CORP COM | 20 | 20 | 0.18% | 0.32% | 0.51% | Q4 2018 | Q3 2023 | 20 |
LOW | LOWES COS INC COM | 20 | 20 | 0.17% | 0.32% | 0.52% | Q4 2018 | Q3 2023 | 20 |
APD | AIR PRODS & CHEMS INC COM | 20 | 20 | 0.20% | 0.31% | 0.38% | Q4 2018 | Q3 2023 | 20 |
NVS | NOVARTIS AG SPONSORED ADR | 20 | 20 | 0.00% | 0.30% | 0.81% | Q4 2018 | Q3 2023 | 20 |
MCD | MCDONALDS CORP COM | 20 | 20 | 0.01% | 0.28% | 0.47% | Q4 2018 | Q3 2023 | 20 |
SCHV | SCHWAB U.S. LARGE-CAP ... | 20 | 20 | 0.10% | 0.28% | 1.00% | Q4 2018 | Q3 2023 | 20 |
GLW | CORNING INC COM | 20 | 20 | 0.17% | 0.28% | 0.40% | Q4 2018 | Q3 2023 | 20 |
APH | AMPHENOL CORP NEW CL A | 20 | 20 | 0.11% | 0.27% | 0.43% | Q4 2018 | Q3 2023 | 20 |
SCHM | SCHWAB U.S. MID-CAP ETF | 20 | 20 | 0.19% | 0.25% | 0.37% | Q4 2018 | Q3 2023 | 20 |
ECL | ECOLAB INC COM | 20 | 20 | 0.08% | 0.25% | 0.44% | Q4 2018 | Q3 2023 | 20 |
XYL | XYLEM INC COM | 20 | 20 | 0.14% | 0.25% | 0.43% | Q4 2018 | Q3 2023 | 20 |
FNF | FIDELITY NATIONAL FINA... | 20 | 20 | 0.00% | 0.24% | 0.33% | Q4 2018 | Q3 2023 | 20 |
PFE | PFIZER INC COM | 20 | 20 | 0.05% | 0.24% | 0.90% | Q4 2018 | Q3 2023 | 20 |
IBB | ISHARES NASDAQ BIOTECH... | 20 | 20 | 0.06% | 0.23% | 0.41% | Q4 2018 | Q3 2023 | 20 |
VOO | VANGUARD S&P 500 ETF | 20 | 20 | 0.05% | 0.22% | 0.39% | Q4 2018 | Q3 2023 | 20 |
DGS | WISDOMTREE EMERGING MA... | 20 | 20 | 0.02% | 0.22% | 0.63% | Q4 2018 | Q3 2023 | 20 |
JQUA | JPMORGAN U.S. QUALITY ... | 20 | 20 | 0.04% | 0.22% | 0.30% | Q4 2018 | Q3 2023 | 20 |
AMGN | AMGEN INC COM | 20 | 20 | 0.01% | 0.21% | 0.59% | Q4 2018 | Q3 2023 | 20 |
PEG | PUBLIC SVC ENTERPRISE ... | 20 | 20 | 0.11% | 0.21% | 0.34% | Q4 2018 | Q3 2023 | 20 |
GSEW | GOLDMAN SACHS EQUAL WE... | 20 | 20 | 0.09% | 0.20% | 0.25% | Q4 2018 | Q3 2023 | 20 |
MO | ALTRIA GROUP INC COM | 20 | 20 | 0.01% | 0.19% | 0.31% | Q4 2018 | Q3 2023 | 20 |
AXP | AMERICAN EXPRESS CO COM | 20 | 20 | 0.10% | 0.19% | 0.38% | Q4 2018 | Q3 2023 | 20 |
FNDF | SCHWAB FUNDAMENTAL INT... | 20 | 20 | 0.13% | 0.18% | 0.24% | Q4 2018 | Q3 2023 | 20 |
VZ | VERIZON COMMUNICATIONS... | 20 | 20 | 0.10% | 0.18% | 0.33% | Q4 2018 | Q3 2023 | 20 |
USB | US BANCORP DEL COM NEW | 20 | 20 | 0.01% | 0.16% | 0.44% | Q4 2018 | Q3 2023 | 20 |
IQDG | WISDOMTREE INTERNATION... | 20 | 20 | 0.12% | 0.15% | 0.21% | Q4 2018 | Q3 2023 | 20 |
MMM | 3M CO COM | 20 | 20 | 0.06% | 0.14% | 0.44% | Q4 2018 | Q3 2023 | 20 |
IJH | ISHARES S&P MIDCAP FUND | 20 | 20 | 0.04% | 0.14% | 0.36% | Q4 2018 | Q3 2023 | 20 |
VYM | VANGUARD HIGH DIVIDEND... | 20 | 20 | 0.06% | 0.14% | 0.28% | Q4 2018 | Q3 2023 | 20 |
NSC | NORFOLK SOUTHN CORP COM | 20 | 20 | 0.09% | 0.13% | 0.20% | Q4 2018 | Q3 2023 | 20 |
IEFA | ISHARES CORE MSCI EAFE... | 20 | 20 | 0.02% | 0.13% | 0.88% | Q4 2018 | Q3 2023 | 20 |
XLE | ENERGY SELECT SECTOR S... | 20 | 20 | 0.07% | 0.12% | 0.29% | Q4 2018 | Q3 2023 | 20 |
IYY | ISHARES DOW JONES U.S.... | 20 | 20 | 0.09% | 0.12% | 0.20% | Q4 2018 | Q3 2023 | 20 |
MTX | MINERALS TECHNOLOGIES ... | 20 | 20 | 0.06% | 0.12% | 0.28% | Q4 2018 | Q3 2023 | 20 |
VT | VANGUARD TOTAL WORLD S... | 20 | 20 | 0.00% | 0.10% | 0.54% | Q4 2018 | Q3 2023 | 20 |
BA | BOEING CO COM | 20 | 20 | 0.01% | 0.09% | 0.62% | Q4 2018 | Q3 2023 | 20 |
FB | META PLATFORMS INC CL A | 20 | 20 | 0.00% | 0.09% | 0.20% | Q4 2018 | Q3 2023 | 20 |
NVDA | NVIDIA CORPORATION COM | 20 | 20 | 0.01% | 0.08% | 0.37% | Q4 2018 | Q3 2023 | 20 |
PHYS | SPROTT PHYSICAL GOLD T... | 20 | 20 | 0.03% | 0.07% | 0.14% | Q4 2018 | Q3 2023 | 20 |
COF | CAPITAL ONE FINL CORP COM | 20 | 20 | 0.03% | 0.07% | 0.16% | Q4 2018 | Q3 2023 | 20 |
EFA | ISHARES MSCI EAFE ETF | 20 | 20 | 0.00% | 0.06% | 0.86% | Q4 2018 | Q3 2023 | 20 |
AMP | AMERIPRISE FINL INC COM | 20 | 20 | 0.04% | 0.06% | 0.08% | Q4 2018 | Q3 2023 | 20 |
LLY | LILLY ELI & CO COM | 20 | 20 | 0.03% | 0.05% | 0.08% | Q4 2018 | Q3 2023 | 20 |
SLYG | SPDR S&P 600 SMALL CAP... | 20 | 20 | 0.01% | 0.05% | 0.21% | Q4 2018 | Q3 2023 | 20 |
VWO | VANGUARD FTSE EMERGING... | 20 | 20 | 0.00% | 0.05% | 0.48% | Q4 2018 | Q3 2023 | 20 |
L | LOEWS CORP COM | 20 | 20 | 0.02% | 0.05% | 0.12% | Q4 2018 | Q3 2023 | 20 |
EPD | ENTERPRISE PRODS PARTN... | 20 | 20 | 0.02% | 0.05% | 0.07% | Q4 2018 | Q3 2023 | 20 |
SCHC | SCHWAB INTERNATIONAL S... | 20 | 20 | 0.00% | 0.04% | 0.21% | Q4 2018 | Q3 2023 | 20 |
BIP | BROOKFIELD INFRAST PAR... | 20 | 20 | 0.02% | 0.04% | 0.11% | Q4 2018 | Q3 2023 | 20 |
BAX | BAXTER INTL INC COM | 20 | 20 | 0.01% | 0.04% | 0.11% | Q4 2018 | Q3 2023 | 20 |
LBRDK | LIBERTY BROADBAND CORP... | 20 | 20 | 0.01% | 0.04% | 0.06% | Q4 2018 | Q3 2023 | 20 |
ITW | ILLINOIS TOOL WKS INC COM | 20 | 20 | 0.03% | 0.04% | 0.06% | Q4 2018 | Q3 2023 | 20 |
SYY | SYSCO CORP COM | 20 | 20 | 0.02% | 0.04% | 0.07% | Q4 2018 | Q3 2023 | 20 |
GVI | ISHARES INTERMEDIATE G... | 20 | 20 | 0.02% | 0.04% | 0.08% | Q4 2018 | Q3 2023 | 20 |
DLS | WISDOMTREE INTERNATION... | 20 | 20 | 0.00% | 0.03% | 0.07% | Q4 2018 | Q3 2023 | 20 |
SCHH | SCHWAB U.S. REIT ETF | 20 | 20 | 0.00% | 0.03% | 0.14% | Q4 2018 | Q3 2023 | 20 |
PG | PROCTER & GAMBLE CO COM | 20 | 20 | 0.01% | 0.03% | 0.08% | Q4 2018 | Q3 2023 | 20 |
LBTYK | LIBERTY GLOBAL PLC SHS... | 20 | 20 | 0.01% | 0.02% | 0.08% | Q4 2018 | Q3 2023 | 20 |
NVO | NOVO-NORDISK A S ADR | 20 | 20 | 0.01% | 0.02% | 0.05% | Q4 2018 | Q3 2023 | 20 |
CINF | CINCINNATI FINL CORP COM | 20 | 20 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 20 |
BMO | BANK MONTREAL QUE COM | 20 | 20 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q3 2023 | 20 |
CAG | CONAGRA BRANDS INC COM | 20 | 20 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q3 2023 | 20 |
MDYV | SPDR S&P 400 MID CAP V... | 20 | 20 | 0.01% | 0.02% | 0.06% | Q4 2018 | Q3 2023 | 20 |
DEO | DIAGEO PLC SPON ADR NEW | 20 | 20 | 0.00% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 20 |
SLYV | SPDR S&P 600 SMALL CAP... | 20 | 20 | 0.01% | 0.02% | 0.05% | Q4 2018 | Q3 2023 | 20 |
LW | LAMB WESTON HLDGS INC COM | 20 | 20 | 0.01% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 20 |
LBRDA | LIBERTY BROADBAND CORP... | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
LBTYA | LIBERTY GLOBAL PLC SHS... | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
SCHX | SCHWAB U.S. LARGE-CAP ETF | 20 | 20 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
BHP | BHP GROUP LTD SPONSORE... | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
BBU | BROOKFIELD BUSINESS PA... | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
TFX | TELEFLEX INCORPORATED COM | 20 | 20 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 20 |
IXJ | ISHARES GLOBAL HEALTHC... | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
LILAK | LIBERTY LATIN AMERICA ... | 20 | 20 | 0.00% | 0.00% | 0.02% | Q4 2018 | Q3 2023 | 20 |
LTRPA | LIBERTY TRIPADVISOR HL... | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
FDN | FIRST TRUST DOW JONES ... | 19 | 19 | 0.18% | 0.74% | 2.05% | Q1 2019 | Q3 2023 | 19 |
NTR | NUTRIEN LTD COM | 19 | 19 | 0.17% | 0.65% | 1.47% | Q1 2019 | Q3 2023 | 19 |
CDW | CDW CORP COM | 19 | 19 | 0.00% | 0.44% | 0.71% | Q1 2019 | Q3 2023 | 19 |
DTE | DTE ENERGY CO COM | 19 | 19 | 0.16% | 0.29% | 0.51% | Q1 2019 | Q3 2023 | 19 |
PFF | ISHARES PREFERRED & IN... | 19 | 19 | 0.02% | 0.27% | 0.42% | Q1 2019 | Q3 2023 | 19 |
CAT | CATERPILLAR INC DEL COM | 19 | 19 | 0.06% | 0.25% | 0.55% | Q1 2019 | Q3 2023 | 19 |
QQQ | INVESCO QQQ TRUST SERI... | 19 | 19 | 0.02% | 0.22% | 0.99% | Q1 2019 | Q3 2023 | 19 |
SCHG | SCHWAB U.S. LARGE-CAP ... | 19 | 19 | 0.09% | 0.16% | 0.37% | Q1 2019 | Q3 2023 | 19 |
AEP | AMERICAN ELEC PWR CO I... | 19 | 19 | 0.06% | 0.16% | 0.36% | Q1 2019 | Q3 2023 | 19 |
ED | CONSOLIDATED EDISON IN... | 19 | 19 | 0.08% | 0.13% | 0.24% | Q1 2019 | Q3 2023 | 19 |
XLK | TECHNOLOGY SELECT SECT... | 19 | 19 | 0.05% | 0.12% | 0.22% | Q1 2019 | Q3 2023 | 19 |
MDYG | SPDR S&P 400 MID CAP G... | 18 | 1 | 0.06% | 0.10% | 0.21% | Q4 2018 | Q3 2023 | 19 |
RFG | INVESCO S&P MIDCAP 400... | 18 | 1 | 0.05% | 0.09% | 0.21% | Q4 2018 | Q3 2023 | 19 |
SPLV | INVESCO S&P 500 LOW VO... | 19 | 19 | 0.00% | 0.09% | 0.93% | Q1 2019 | Q3 2023 | 19 |
PGX | INVESCO PREFERRED ETF | 19 | 19 | 0.00% | 0.07% | 0.16% | Q1 2019 | Q3 2023 | 19 |
COST | COSTCO WHSL CORP NEW COM | 19 | 19 | 0.01% | 0.07% | 0.14% | Q1 2019 | Q3 2023 | 19 |
DUK | DUKE ENERGY CORP NEW C... | 19 | 19 | 0.01% | 0.05% | 0.14% | Q1 2019 | Q3 2023 | 19 |
LSXMK | LIBERTY MEDIA CORP DEL... | 19 | 19 | 0.01% | 0.04% | 0.10% | Q4 2018 | Q2 2023 | 19 |
PYPL | PAYPAL HLDGS INC COM | 19 | 19 | 0.01% | 0.03% | 0.06% | Q1 2019 | Q3 2023 | 19 |
FLRN | SPDR BLOOMBERG INVESTM... | 19 | 19 | 0.01% | 0.03% | 0.14% | Q4 2018 | Q2 2023 | 19 |
BSV | VANGUARD SHORT-TERM BO... | 19 | 19 | 0.01% | 0.03% | 0.04% | Q1 2019 | Q3 2023 | 19 |
CL | COLGATE PALMOLIVE CO COM | 19 | 19 | 0.01% | 0.02% | 0.04% | Q1 2019 | Q3 2023 | 19 |
SO | SOUTHERN CO COM | 19 | 19 | 0.01% | 0.02% | 0.04% | Q1 2019 | Q3 2023 | 19 |
PGR | PROGRESSIVE CORP OHIO COM | 19 | 19 | 0.01% | 0.02% | 0.05% | Q1 2019 | Q3 2023 | 19 |
ETV | EATON VANCE TX MNG BY ... | 19 | 19 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q3 2023 | 19 |
BNS | BANK N S HALIFAX COM | 19 | 19 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 19 |
C | CITIGROUP INC COM NEW | 19 | 19 | 0.00% | 0.01% | 0.05% | Q1 2019 | Q3 2023 | 19 |
TRV | TRAVELERS COMPANIES IN... | 19 | 19 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 19 |
INTU | INTUIT COM | 19 | 19 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 19 |
MJ | ETFMG ALTERNATIVE HARV... | 19 | 19 | 0.00% | 0.01% | 0.05% | Q1 2019 | Q3 2023 | 19 |
PSK | SPDR WELLS FARGO PREFE... | 19 | 19 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q2 2023 | 19 |
AWK | AMERICAN WTR WKS CO IN... | 19 | 19 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 19 |
HYGH | ISHARES INTEREST RATE ... | 19 | 19 | 0.01% | 0.01% | 0.03% | Q1 2019 | Q3 2023 | 19 |
FWONK | LIBERTY MEDIA CORP DEL... | 19 | 19 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q2 2023 | 19 |
MAR | MARRIOTT INTL INC NEW ... | 19 | 19 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 19 |
CEF | SPROTT PHYSICAL GOLD &... | 19 | 19 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 19 |
FWONA | LIBERTY MEDIA CORP DEL... | 19 | 19 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2023 | 19 |
NIO | NIO INC SPON ADS | 19 | 19 | 0.00% | 0.00% | 0.03% | Q1 2019 | Q3 2023 | 19 |
CC | CHEMOURS CO COM | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 19 |
EXG | EATON VANCE TAX MNGD G... | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 19 |
SMG | SCOTTS MIRACLE-GRO CO ... | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 19 |
CGC | CANOPY GROWTH CORP COM | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 19 |
BX | BLACKSTONE INC COM | 18 | 18 | 1.71% | 2.42% | 3.05% | Q2 2019 | Q3 2023 | 18 |
IBDP | ISHARES IBONDS DEC 202... | 18 | 18 | 0.02% | 0.54% | 0.72% | Q2 2019 | Q3 2023 | 18 |
LHX | L3HARRIS TECHNOLOGIES ... | 18 | 18 | 0.26% | 0.45% | 0.69% | Q2 2019 | Q3 2023 | 18 |
BDX | BECTON DICKINSON & CO COM | 11 | 7 | 0.00% | 0.22% | 0.76% | Q4 2018 | Q3 2023 | 18 |
FNDC | SCHWAB FUNDAMENTAL INT... | 18 | 18 | 0.02% | 0.10% | 0.14% | Q1 2019 | Q2 2023 | 18 |
DG | DOLLAR GEN CORP NEW COM | 18 | 18 | 0.03% | 0.08% | 0.15% | Q1 2019 | Q2 2023 | 18 |
OXY | OCCIDENTAL PETE CORP COM | 14 | 4 | 0.00% | 0.07% | 0.58% | Q4 2018 | Q3 2023 | 18 |
CW | CURTISS WRIGHT CORP COM | 18 | 18 | 0.04% | 0.07% | 0.12% | Q2 2019 | Q3 2023 | 18 |
NRGX | PIMCO ENRGY TACTICAL C... | 18 | 18 | 0.00% | 0.06% | 0.12% | Q2 2019 | Q3 2023 | 18 |
XLV | HEALTH CARE SELECT SEC... | 18 | 18 | 0.02% | 0.06% | 0.12% | Q2 2019 | Q3 2023 | 18 |
CTVA | CORTEVA INC COM | 18 | 18 | 0.00% | 0.05% | 0.25% | Q2 2019 | Q3 2023 | 18 |
SPH | SUBURBAN PROPANE PARTN... | 18 | 18 | 0.02% | 0.05% | 0.14% | Q2 2019 | Q3 2023 | 18 |
STZ | CONSTELLATION BRANDS I... | 18 | 18 | 0.02% | 0.03% | 0.05% | Q2 2019 | Q3 2023 | 18 |
BLK | BLACKROCK INC COM | 12 | 6 | 0.01% | 0.03% | 0.04% | Q1 2019 | Q3 2023 | 18 |
WPC | WP CAREY INC COM | 18 | 18 | 0.01% | 0.02% | 0.04% | Q2 2019 | Q3 2023 | 18 |
EASG | XTRACKERS MSCI EAFE ES... | 18 | 18 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 18 |
ARGO | ARGO GROUP INTL HLDGS ... | 18 | 18 | 0.00% | 0.02% | 0.06% | Q2 2019 | Q3 2023 | 18 |
ETJ | EATON VANCE RISK MNGD ... | 18 | 18 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 18 |
AMD | ADVANCED MICRO DEVICES... | 18 | 18 | 0.00% | 0.02% | 0.05% | Q2 2019 | Q3 2023 | 18 |
PSLV | SPROTT PHYSICAL SILVER... | 11 | 7 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 18 |
MA | MASTERCARD INCORPORATE... | 18 | 18 | 0.00% | 0.02% | 0.06% | Q2 2019 | Q3 2023 | 18 |
LSXMA | LIBERTY MEDIA CORP DEL... | 18 | 18 | 0.01% | 0.01% | 0.04% | Q1 2019 | Q2 2023 | 18 |
NKE | NIKE INC CL B | 18 | 18 | 0.01% | 0.01% | 0.03% | Q2 2019 | Q3 2023 | 18 |
SPYX | SPDR S&P 500 FOSSIL FU... | 18 | 18 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 18 |
ETY | EATON VANCE TX MGD DIV... | 18 | 18 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 18 |
NRG | NRG ENERGY INC COM NEW | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
BATRK | LIBERTY MEDIA CORP DEL... | 18 | 18 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q2 2023 | 18 |
LTHM | LIVENT CORP COM | 16 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 18 |
BATRA | LIBERTY MEDIA CORP DEL... | 18 | 18 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2023 | 18 |
MDT | MEDTRONIC PLC SHS | 16 | 1 | 0.01% | 0.59% | 0.94% | Q1 2019 | Q3 2023 | 17 |
CCI | CROWN CASTLE INTL CORP... | 17 | 17 | 0.28% | 0.50% | 0.65% | Q3 2019 | Q3 2023 | 17 |
SMMV | ISHARES MSCI USA SMALL... | 17 | 17 | 0.08% | 0.17% | 0.56% | Q3 2019 | Q3 2023 | 17 |
DD | DUPONT DE NEMOURS INC COM | 14 | 3 | 0.00% | 0.10% | 0.65% | Q2 2019 | Q3 2023 | 17 |
IBM | INTERNATIONAL BUSINESS... | 17 | 17 | 0.00% | 0.08% | 0.12% | Q3 2019 | Q3 2023 | 17 |
ESGV | VANGUARD ESG U.S. STOC... | 17 | 17 | 0.01% | 0.07% | 0.09% | Q3 2019 | Q3 2023 | 17 |
UNP | UNION PACIFIC CORP COM | 16 | 1 | 0.00% | 0.05% | 0.09% | Q1 2019 | Q3 2023 | 17 |
DOW | DOW INC COM | 16 | 1 | 0.00% | 0.03% | 0.42% | Q2 2019 | Q3 2023 | 17 |
PSX | PHILLIPS 66 COM | 16 | 1 | 0.00% | 0.03% | 0.14% | Q1 2019 | Q3 2023 | 17 |
CVS | CVS HEALTH CORP COM | 16 | 1 | 0.00% | 0.03% | 0.06% | Q1 2019 | Q3 2023 | 17 |
FPE | FIRST TRUST PREFERRED ... | 17 | 17 | 0.01% | 0.02% | 0.04% | Q1 2019 | Q1 2023 | 17 |
LYFT | LYFT INC CL A COM | 17 | 17 | 0.00% | 0.02% | 0.06% | Q3 2019 | Q3 2023 | 17 |
CSX | CSX CORP COM | 17 | 17 | 0.02% | 0.02% | 0.03% | Q3 2019 | Q3 2023 | 17 |
SDY | SPDR S&P DIVIDEND ETF | 17 | 17 | 0.01% | 0.02% | 0.06% | Q3 2019 | Q3 2023 | 17 |
SDOG | ALPS SECTOR DIVIDEND D... | 17 | 17 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q1 2023 | 17 |
EXC | EXELON CORP COM | 16 | 1 | 0.00% | 0.01% | 0.04% | Q1 2019 | Q3 2023 | 17 |
GM | GENERAL MTRS CO COM | 15 | 2 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 17 |
XLU | UTILITIES SELECT SECTO... | 17 | 17 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q1 2023 | 17 |
PBW | INVESCO WILDERHILL CLE... | 17 | 17 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q2 2023 | 17 |
CME | CME GROUP INC COM CL A | 16 | 1 | 0.00% | 0.00% | 0.02% | Q1 2019 | Q3 2023 | 17 |
SOXX | ISHARES SEMICONDUCTOR ... | 17 | 17 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 17 |
EXPE | EXPEDIA GROUP INC COM NEW | 17 | 17 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 17 |
BKI | BLACK KNIGHT INC COM | 17 | 17 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2023 | 17 |
VIAV | VIAVI SOLUTIONS INC COM | 16 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 17 |
FULT | FULTON FINL CORP PA COM | 17 | 17 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2023 | 17 |
DGRO | ISHARES CORE DIVIDEND ... | 16 | 16 | 0.30% | 1.31% | 2.34% | Q4 2019 | Q3 2023 | 16 |
IBDN | ISHARES IBONDS DEC 202... | 16 | 16 | 0.22% | 0.82% | 1.42% | Q4 2018 | Q3 2022 | 16 |
UPS | UNITED PARCEL SERVICE ... | 16 | 16 | 0.01% | 0.75% | 1.19% | Q4 2019 | Q3 2023 | 16 |
BAM | BROOKFIELD ASSET MGMT ... | 16 | 16 | 0.35% | 0.72% | 1.15% | Q4 2018 | Q3 2022 | 16 |
PM | PHILIP MORRIS INTL INC... | 16 | 16 | 0.02% | 0.38% | 0.54% | Q4 2019 | Q3 2023 | 16 |
TFC | TRUIST FINL CORP COM | 16 | 16 | 0.28% | 0.37% | 0.55% | Q4 2019 | Q3 2023 | 16 |
ETN | EATON CORP PLC SHS | 11 | 2 | 0.00% | 0.35% | 1.11% | Q4 2018 | Q3 2023 | 16 |
GS | GOLDMAN SACHS GROUP IN... | 16 | 16 | 0.00% | 0.16% | 0.22% | Q4 2019 | Q3 2023 | 16 |
CI | THE CIGNA GROUP COM | 16 | 16 | 0.00% | 0.11% | 0.22% | Q4 2019 | Q3 2023 | 16 |
AZN | ASTRAZENECA PLC SPONSO... | 16 | 16 | 0.01% | 0.10% | 0.18% | Q4 2019 | Q3 2023 | 16 |
EMMF | WISDOMTREE EMERGING MA... | 14 | 2 | 0.01% | 0.08% | 0.16% | Q2 2019 | Q3 2023 | 16 |
NEM | NEWMONT CORPORATION COM | 16 | 16 | 0.00% | 0.06% | 0.21% | Q4 2019 | Q3 2023 | 16 |
PBD | INVESCO GLOBAL CLEAN E... | 15 | 1 | 0.01% | 0.04% | 0.06% | Q1 2019 | Q3 2023 | 16 |
QCOM | QUALCOMM INC COM | 16 | 16 | 0.02% | 0.03% | 0.09% | Q4 2019 | Q3 2023 | 16 |
AMT | AMERICAN TOWER CORP NE... | 16 | 16 | 0.00% | 0.02% | 0.05% | Q4 2019 | Q3 2023 | 16 |
MKC | MCCORMICK & CO INC COM... | 13 | 3 | 0.00% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 16 |
PEAK | HEALTHPEAK PROPERTIES ... | 16 | 16 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
ADP | AUTOMATIC DATA PROCESS... | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
WEC | WEC ENERGY GROUP INC COM | 16 | 16 | 0.00% | 0.01% | 0.04% | Q4 2019 | Q3 2023 | 16 |
VIAC | VIACOMCBS INC CL B | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
KHC | KRAFT HEINZ CO COM | 16 | 16 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
XEL | XCEL ENERGY INC COM | 16 | 16 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
SCHW | THE CHARLES SCHWAB COR... | 16 | 16 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
GPN | GLOBAL PMTS INC COM | 11 | 5 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 16 |
BK | BANK NEW YORK MELLON C... | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
WFC | WELLS FARGO CO NEW COM | 16 | 16 | 0.00% | 0.00% | 0.03% | Q4 2019 | Q3 2023 | 16 |
EMR | EMERSON ELEC CO COM | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
EBAY | EBAY INC. COM | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
FE | FIRSTENERGY CORP COM | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
EA | ELECTRONIC ARTS INC COM | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
VFC | V F CORP COM | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
LITE | LUMENTUM HLDGS INC COM | 14 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 16 |
STE | STERIS PLC SHS USD | 15 | 15 | 0.77% | 0.87% | 0.98% | Q1 2020 | Q3 2023 | 15 |
RTX | RTX CORPORATION COM | 15 | 15 | 0.49% | 0.64% | 0.83% | Q1 2020 | Q3 2023 | 15 |
FLOT | ISHARES FLOATING RATE ... | 15 | 15 | 0.01% | 0.48% | 1.07% | Q1 2020 | Q3 2023 | 15 |
QUS | SPDR MSCI USA STRATEGI... | 15 | 15 | 0.13% | 0.33% | 0.40% | Q1 2020 | Q3 2023 | 15 |
DE | DEERE & CO COM | 11 | 1 | 0.00% | 0.15% | 0.30% | Q1 2019 | Q3 2023 | 15 |
KMPR | KEMPER CORP DEL COM | 15 | 15 | 0.02% | 0.10% | 0.31% | Q2 2019 | Q4 2022 | 15 |
IBML | ISHARES IBONDS DEC 202... | 15 | 15 | 0.03% | 0.10% | 0.16% | Q1 2020 | Q3 2023 | 15 |
VTV | VANGUARD VALUE INDEX FUND | 13 | 2 | 0.01% | 0.07% | 0.09% | Q4 2018 | Q2 2023 | 15 |
FIW | FIRST TRUST WATER ETF | 15 | 15 | 0.04% | 0.07% | 0.08% | Q1 2020 | Q3 2023 | 15 |
CHD | CHURCH & DWIGHT INC COM | 15 | 15 | 0.01% | 0.04% | 0.06% | Q1 2020 | Q3 2023 | 15 |
VNQ | VANGUARD REAL ESTATE ETF | 15 | 15 | 0.02% | 0.03% | 0.05% | Q1 2020 | Q3 2023 | 15 |
HSY | HERSHEY CO COM | 15 | 15 | 0.00% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 15 |
INTF | ISHARES MSCI INTL MULT... | 14 | 1 | 0.01% | 0.02% | 0.05% | Q2 2019 | Q3 2023 | 15 |
XLF | FINANCIAL SELECT SECTO... | 10 | 5 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q3 2023 | 15 |
TSLA | TESLA INC COM | 15 | 15 | 0.00% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 15 |
WMT | WALMART INC COM | 10 | 5 | 0.00% | 0.02% | 0.04% | Q2 2019 | Q3 2023 | 15 |
AMAT | APPLIED MATLS INC COM | 8 | 7 | 0.00% | 0.01% | 0.04% | Q1 2019 | Q3 2023 | 15 |
SHE | SPDR SSGA GENDER DIVER... | 15 | 15 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
DGX | QUEST DIAGNOSTICS INC COM | 15 | 15 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
VPL | VANGUARD FTSE PACIFIC ETF | 15 | 15 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
VGK | VANGUARD FTSE EUROPE ETF | 15 | 15 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
K | KELLOGG CO COM | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
WTRG | ESSENTIAL UTILS INC COM | 15 | 15 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
STPZ | PIMCO 1-5 YEAR U.S. TI... | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
ADI | ANALOG DEVICES INC COM | 9 | 6 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q3 2023 | 15 |
GNRC | GENERAC HLDGS INC COM | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
PNW | PINNACLE WEST CAP CORP... | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
SCHF | SCHWAB INTERNATIONAL E... | 15 | 15 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
ETO | EATON VANCE TX ADV GLB... | 15 | 15 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q4 2022 | 15 |
SNY | SANOFI SPONSORED ADR | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
PPL | PPL CORP COM | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
DLTH | DULUTH HLDGS INC COM CL B | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
TRNS | TRANSCAT INC COM | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
AAL | AMERICAN AIRLS GROUP I... | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
BIPC | BROOKFIELD INFRASTRUCT... | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
PRU | PRUDENTIAL FINL INC COM | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
VCSH | VANGUARD SHORT-TERM CO... | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
PTY | PIMCO CORPORATE & INCO... | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
BIL | SPDR BLOOMBERG BARCLAY... | 15 | 15 | 0.00% | 0.00% | 0.02% | Q1 2019 | Q3 2022 | 15 |
PCN | PIMCO CORPORATE & INCO... | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
SKX | SKECHERS U S A INC CL A | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
PRAA | PRA GROUP INC COM | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
HYHG | PROSHARES HIGH YIELD-I... | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2022 | 15 |
WCC | WESCO INTL INC COM | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
OMC | OMNICOM GROUP INC COM | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
WAB | WABTEC CORP COM | 14 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 15 |
FLR | FLUOR CORP NEW COM | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
KTB | KONTOOR BRANDS INC COM | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
SSYS | STRATASYS LTD SHS | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
FUL | FULLER H B CO COM | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
VREX | VAREX IMAGING CORP COM | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
OI | O-I GLASS INC COM | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
ADBE | ADOBE SYSTEMS INCORPOR... | 14 | 14 | 0.01% | 0.69% | 1.13% | Q1 2019 | Q2 2022 | 14 |
TLRY | TILRAY INC COM CL 2 | 14 | 14 | 0.12% | 0.65% | 2.11% | Q2 2020 | Q3 2023 | 14 |
IX | ORIX CORP SPONSORED ADR | 14 | 14 | 0.36% | 0.53% | 0.90% | Q4 2018 | Q1 2022 | 14 |
XMLV | INVESCO S&P MIDCAP LOW... | 14 | 14 | 0.18% | 0.27% | 0.90% | Q1 2020 | Q2 2023 | 14 |
PFFD | GLOBAL X U.S. PREFERRE... | 14 | 14 | 0.03% | 0.27% | 0.48% | Q1 2019 | Q2 2022 | 14 |
IBDS | ISHARES IBONDS DEC 202... | 14 | 14 | 0.15% | 0.24% | 0.39% | Q2 2020 | Q3 2023 | 14 |
PBCT | PEOPLES UTD FINL INC COM | 14 | 14 | 0.06% | 0.14% | 0.30% | Q4 2018 | Q1 2022 | 14 |
QEFA | SPDR MSCI EAFE STRATEG... | 14 | 14 | 0.10% | 0.14% | 0.20% | Q2 2020 | Q3 2023 | 14 |
GEM | GOLDMAN SACHS ACTIVEBE... | 14 | 14 | 0.02% | 0.13% | 0.26% | Q2 2020 | Q3 2023 | 14 |
IQLT | ISHARES MSCI INTL QUAL... | 14 | 14 | 0.08% | 0.12% | 0.18% | Q2 2020 | Q3 2023 | 14 |
BP | BP PLC SPONSORED ADR | 14 | 14 | 0.03% | 0.08% | 0.12% | Q2 2020 | Q3 2023 | 14 |
TLT | ISHARES 20 YEAR TREASU... | 14 | 14 | 0.02% | 0.06% | 0.15% | Q2 2020 | Q3 2023 | 14 |
QUAL | ISHARES MSCI USA QUALI... | 14 | 14 | 0.04% | 0.05% | 0.07% | Q2 2020 | Q3 2023 | 14 |
MGC | VANGUARD MEGA CAP ETF | 14 | 14 | 0.03% | 0.04% | 0.06% | Q2 2020 | Q3 2023 | 14 |
MUB | ISHARES NATIONAL MUNI ... | 12 | 2 | 0.01% | 0.04% | 0.21% | Q1 2020 | Q3 2023 | 14 |
VIG | VANGUARD DIVIDEND APPR... | 14 | 14 | 0.01% | 0.03% | 0.06% | Q2 2020 | Q3 2023 | 14 |
MFEM | PIMCO RAFI DYNAMIC MUL... | 14 | 14 | 0.00% | 0.03% | 0.11% | Q2 2020 | Q3 2023 | 14 |
WM | WASTE MGMT INC DEL COM | 11 | 3 | 0.01% | 0.03% | 0.09% | Q4 2019 | Q3 2023 | 14 |
DISCK | DISCOVERY INC COM SER C | 14 | 14 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q1 2022 | 14 |
SCHB | SCHWAB U.S. BROAD MARK... | 14 | 14 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q3 2023 | 14 |
GSK | GSK PLC SPONSORED ADR | 14 | 14 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q2 2022 | 14 |
EEMS | ISHARES MSCI EMERGING ... | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
FTEC | FIDELITY MSCI INFORMAT... | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
ITOT | ISHARES CORE S&P TOTAL... | 10 | 4 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 14 |
DISCA | WARNER BROS DISCOVERY ... | 14 | 14 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q1 2022 | 14 |
KOMP | SPDR S&P KENSHO NEW EC... | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
MRTN | MARTEN TRANS LTD COM | 14 | 14 | 0.00% | 0.00% | 0.02% | Q1 2019 | Q2 2022 | 14 |
ISCF | ISHARES MSCI INTL SMAL... | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
IRBO | ISHARES ROBOTICS AND A... | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
ZM | ZOOM VIDEO COMMUNICATI... | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
BOTZ | GLOBAL X ROBOTICS & AR... | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
NBIX | NEUROCRINE BIOSCIENCES... | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2022 | 14 |
FDHY | FIDELITY HIGH YIELD FA... | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
ITEQ | BLUESTAR ISRAEL TECHNO... | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
OFC | CORPORATE OFFICE PPTYS... | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
GILD | GILEAD SCIENCES INC COM | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 14 |
FREL | FIDELITY MSCI REAL EST... | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
CEMB | ISHARES J.P. MORGAN EM... | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
BXP | BOSTON PROPERTIES INC COM | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
DBX | DROPBOX INC CL A | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2022 | 14 |
AOA | ISHARES S&P AGGRESSIVE... | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
RIGL | RIGEL PHARMACEUTICALS ... | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2022 | 14 |
BDN | BRANDYWINE RLTY TR SH ... | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
EFAV | ISHARES MSCI EAFE MIN ... | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
IWS | ISHARES RUSSELL MID-CA... | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
IFGL | ISHARES INTERNATIONAL ... | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
PAA | PLAINS ALL AMERN PIPEL... | 14 | 14 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2023 | 14 |
DEM | WISDOMTREE EMERGING MA... | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
VJET | VOXELJET AG ADS | 14 | 14 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2023 | 14 |
CLI | VERIS RESIDENTIAL INC COM | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
PHG | KONINKLIJKE PHILIPS N ... | 13 | 13 | 0.03% | 1.45% | 2.26% | Q4 2018 | Q4 2021 | 13 |
VMC | VULCAN MATLS CO COM | 13 | 13 | 0.72% | 0.85% | 1.00% | Q3 2020 | Q3 2023 | 13 |
FISV | FISERV INC COM | 13 | 13 | 0.07% | 0.41% | 0.67% | Q4 2018 | Q4 2021 | 13 |
IBDQ | ISHARES IBONDS DEC 202... | 13 | 13 | 0.02% | 0.20% | 0.29% | Q3 2020 | Q3 2023 | 13 |
UL | UNILEVER PLC SPON ADR NEW | 13 | 13 | 0.01% | 0.19% | 0.58% | Q4 2018 | Q4 2021 | 13 |
SKYY | FIRST TRUST CLOUD COMP... | 13 | 13 | 0.07% | 0.16% | 0.58% | Q2 2019 | Q2 2022 | 13 |
CLX | CLOROX CO DEL COM | 13 | 13 | 0.02% | 0.04% | 0.07% | Q4 2018 | Q4 2021 | 13 |
DIAX | NUVEEN DOW 30 DYNMC OV... | 13 | 13 | 0.01% | 0.03% | 0.04% | Q3 2020 | Q3 2023 | 13 |
IHDG | WISDOMTREE INTERNATION... | 13 | 13 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q3 2023 | 13 |
SPIB | SPDR PORTFOLIO INTERME... | 13 | 13 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q4 2021 | 13 |
COP | CONOCOPHILLIPS COM | 12 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 13 |
MSCI | MSCI INC COM | 13 | 13 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
IBMO | ISHARES IBONDS DEC 202... | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
VGT | VANGUARD INFORMATION T... | 13 | 13 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
MSI | MOTOROLA SOLUTIONS INC... | 10 | 3 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 13 |
SGEN | SEAGEN INC COM | 13 | 13 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
KNX | KNIGHT-SWIFT TRANSN HL... | 13 | 13 | 0.00% | 0.00% | 0.02% | Q1 2019 | Q1 2022 | 13 |
JRO | NUVEEN FLTNG RTE INCM ... | 13 | 13 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q2 2023 | 13 |
NTNX | NUTANIX INC CL A | 12 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2022 | 13 |
AGIO | AGIOS PHARMACEUTICALS ... | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2022 | 13 |
CSL | CARLISLE COS INC COM | 12 | 12 | 0.78% | 1.09% | 1.56% | Q4 2020 | Q3 2023 | 12 |
IBDM | ISHARES IBONDS DEC 202... | 12 | 12 | 0.22% | 0.69% | 1.19% | Q4 2018 | Q3 2021 | 12 |
GRMN | GARMIN LTD SHS | 12 | 12 | 0.00% | 0.62% | 0.93% | Q2 2020 | Q1 2023 | 12 |
BABA | ALIBABA GROUP HLDG LTD... | 11 | 1 | 0.00% | 0.44% | 1.16% | Q1 2019 | Q3 2023 | 12 |
PCAR | PACCAR INC COM | 11 | 1 | 0.01% | 0.43% | 0.64% | Q4 2019 | Q3 2023 | 12 |
LIN | LINDE PLC SHS | 9 | 3 | 0.01% | 0.30% | 1.28% | Q4 2019 | Q4 2022 | 12 |
COR | CORESITE RLTY CORP COM | 12 | 12 | 0.02% | 0.29% | 0.50% | Q4 2018 | Q3 2021 | 12 |
DGRS | WISDOMTREE US SMALLCAP... | 12 | 12 | 0.12% | 0.16% | 0.19% | Q4 2020 | Q3 2023 | 12 |
GRID | FIRST TRUST NASDAQ CLE... | 12 | 12 | 0.06% | 0.12% | 0.17% | Q4 2020 | Q3 2023 | 12 |
F | FORD MTR CO DEL COM | 12 | 12 | 0.01% | 0.07% | 0.29% | Q4 2020 | Q3 2023 | 12 |
CVX | CHEVRON CORP NEW COM | 10 | 1 | 0.02% | 0.06% | 0.13% | Q4 2019 | Q3 2023 | 12 |
IHI | ISHARES U.S. MEDICAL D... | 12 | 12 | 0.01% | 0.04% | 0.07% | Q4 2020 | Q3 2023 | 12 |
DGRE | WISDOMTREE EMERGING MA... | 12 | 12 | 0.01% | 0.04% | 0.05% | Q4 2020 | Q3 2023 | 12 |
CP | CANADIAN PAC RY LTD COM | 12 | 12 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q3 2021 | 12 |
KLAC | KLA CORPORATION COM NEW | 9 | 3 | 0.01% | 0.03% | 0.04% | Q2 2019 | Q3 2023 | 12 |
QCLN | FIRST TRUST NASDAQ CLE... | 12 | 12 | 0.00% | 0.03% | 0.10% | Q4 2020 | Q3 2023 | 12 |
RDSA | ROYAL DUTCH SHELL PLC ... | 12 | 12 | 0.01% | 0.02% | 0.05% | Q1 2019 | Q4 2021 | 12 |
ABB | ABB LTD SPONSORED ADR | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q3 2021 | 12 |
PLD | PROLOGIS INC. COM | 8 | 1 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q4 2022 | 12 |
SPHD | INVESCO S&P 500 HIGH D... | 12 | 12 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q1 2023 | 12 |
DON | WISDOMTREE U.S. MIDCAP... | 12 | 12 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q1 2023 | 12 |
MORT | VANECK VECTORS MORTGAG... | 12 | 12 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q1 2023 | 12 |
BEEM | BEAM GLOBAL COM | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
COLD | AMERICOLD RLTY TR COM | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
SLV | ISHARES SILVER TRUST | 10 | 1 | 0.00% | 0.00% | 0.02% | Q1 2019 | Q3 2023 | 12 |
SCHE | SCHWAB EMERGING MARKET... | 11 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2022 | 12 |
VTRS | VIATRIS INC COM | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
ACWV | ISHARES MSCI GLOBAL MI... | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
XSHD | INVESCO S&P SMALLCAP H... | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2023 | 12 |
AOM | ISHARES MODERATE ALLOC... | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
DM | DESKTOP METAL INC COM ... | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
AETHLON MED INC COM | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2023 | 12 | |
AAOI | APPLIED OPTOELECTRONIC... | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
UA | UNDER ARMOUR INC CL C | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2022 | 12 |
FPEI | FIRST TRUST INSTITUTIO... | 11 | 11 | 0.04% | 0.42% | 0.61% | Q1 2021 | Q3 2023 | 11 |
BOND | PIMCO ACTIVE BOND EXCH... | 11 | 11 | 0.06% | 0.27% | 0.39% | Q2 2019 | Q4 2021 | 11 |
JPST | JPMORGAN ULTRA-SHORT I... | 7 | 4 | 0.02% | 0.12% | 0.22% | Q2 2019 | Q3 2023 | 11 |
IBMK | ISHARES IBONDS DEC 202... | 11 | 11 | 0.03% | 0.12% | 0.21% | Q1 2020 | Q3 2022 | 11 |
FDLO | FIDELITY LOW VOLATILIT... | 11 | 11 | 0.00% | 0.09% | 0.40% | Q2 2020 | Q4 2022 | 11 |
HUBB | HUBBELL INC COM | 11 | 11 | 0.03% | 0.09% | 0.14% | Q1 2021 | Q3 2023 | 11 |
PLTR | PALANTIR TECHNOLOGIES ... | 11 | 11 | 0.03% | 0.08% | 0.20% | Q1 2021 | Q3 2023 | 11 |
IBMM | ISHARES IBONDS DEC 202... | 11 | 11 | 0.01% | 0.07% | 0.12% | Q1 2021 | Q3 2023 | 11 |
IGRO | ISHARES INTERNATIONAL ... | 11 | 11 | 0.00% | 0.06% | 0.09% | Q1 2021 | Q3 2023 | 11 |
SWK | STANLEY BLACK & DECKER... | 11 | 11 | 0.03% | 0.04% | 0.06% | Q4 2018 | Q2 2021 | 11 |
TSCO | TRACTOR SUPPLY CO COM | 11 | 11 | 0.02% | 0.03% | 0.09% | Q1 2021 | Q3 2023 | 11 |
CSWI | CSW INDUSTRIALS INC COM | 11 | 11 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q2 2021 | 11 |
ARKK | ARK INNOVATION ETF | 8 | 3 | 0.00% | 0.02% | 0.06% | Q1 2020 | Q3 2023 | 11 |
BIGZ | BLACKROCK INNOVATION A... | 11 | 11 | 0.00% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 11 |
TTWO | TAKE-TWO INTERACTIVE S... | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
KNG | FT CBOE VEST S&P 500 D... | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
VFH | VANGUARD FINANCIALS IN... | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
SYK | STRYKER CORPORATION COM | 8 | 3 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 11 |
TJX | TJX COS INC NEW COM | 7 | 1 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 11 |
GGN | GAMCO GLOBAL GOLD NAT ... | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
TDOC | TELADOC HEALTH INC COM | 10 | 1 | 0.00% | 0.00% | 0.02% | Q2 2020 | Q3 2023 | 11 |
AB | ALLIANCEBERNSTEIN HLDG... | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
DVY | ISHARES SELECT DIVIDEN... | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
GDX | VANECK VECTORS GOLD MI... | 11 | 11 | 0.00% | 0.00% | 0.02% | Q1 2021 | Q3 2023 | 11 |
VIGI | VANGUARD INTERNATIONAL... | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2022 | 11 |
BAB | INVESCO TAXABLE MUNICI... | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2022 | 11 |
ALL | ALLSTATE CORP COM | 8 | 3 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 11 |
BST | BLACKROCK SCIENCE & TE... | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
GDXJ | VANECK VECTORS JUNIOR ... | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
BTZ | BLACKROCK CR ALLOCATIO... | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2022 | 11 |
SNDR | SCHNEIDER NATIONAL INC... | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
FCT | FIRST TR SR FLTG RATE ... | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2022 | 11 |
ARKQ | ARK AUTONOMOUS TECHNOL... | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
PCG | PG&E CORP COM | 10 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2022 | 11 |
TDUP | THREDUP INC CL A | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
ONVO | ORGANOVO HLDGS INC COM... | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
ICSH | BLACKROCK ULTRA SHORT-... | 10 | 10 | 0.07% | 0.98% | 1.32% | Q2 2021 | Q3 2023 | 10 |
STIP | ISHARES 0-5 YEAR TIPS ... | 10 | 10 | 0.02% | 0.39% | 0.56% | Q2 2021 | Q3 2023 | 10 |
PNC | PNC FINL SVCS GROUP IN... | 10 | 10 | 0.00% | 0.21% | 0.48% | Q4 2018 | Q1 2021 | 10 |
SCHD | SCHWAB US DIVIDEND EQU... | 10 | 10 | 0.01% | 0.16% | 0.71% | Q2 2021 | Q3 2023 | 10 |
BRKA | BERKSHIRE HATHAWAY INC... | 10 | 10 | 0.08% | 0.16% | 0.27% | Q4 2018 | Q1 2021 | 10 |
HYEM | VANECK VECTORS EMERGIN... | 10 | 10 | 0.02% | 0.04% | 0.07% | Q2 2019 | Q3 2021 | 10 |
RYN | RAYONIER INC COM | 10 | 10 | 0.01% | 0.03% | 0.05% | Q1 2019 | Q2 2021 | 10 |
OGN | ORGANON & CO COMMON STOCK | 10 | 10 | 0.00% | 0.02% | 0.04% | Q2 2021 | Q3 2023 | 10 |
SPGI | S&P GLOBAL INC COM | 7 | 3 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 10 |
EW | EDWARDS LIFESCIENCES C... | 7 | 3 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 10 |
LRCX | LAM RESEARCH CORP COM | 7 | 3 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q3 2023 | 10 |
GE | GENERAL ELECTRIC CO COM | 10 | 10 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q2 2021 | 10 |
VUG | VANGUARD GROWTH INDEX ... | 10 | 10 | 0.01% | 0.01% | 0.03% | Q4 2018 | Q1 2021 | 10 |
PAYX | PAYCHEX INC COM | 7 | 3 | 0.01% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 10 |
MCO | MOODYS CORP COM | 7 | 3 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 10 |
TTD | THE TRADE DESK INC COM... | 10 | 10 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q2 2023 | 10 |
YUMC | YUM CHINA HLDGS INC COM | 10 | 10 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q2 2021 | 10 |
XHB | SPDR S&P HOMEBUILDERS ETF | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
AVA | AVISTA CORP COM | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
WEN | WENDYS CO COM | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
EME | EMCOR GROUP INC COM | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
WMB | WILLIAMS COS INC COM | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
HRI | HERC HLDGS INC COM | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
TPR | TAPESTRY INC COM | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
ICUI | ICU MED INC COM | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
CBRL | CRACKER BARREL OLD CTR... | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
TDIV | FIRST TRUST NASDAQ TEC... | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 10 |
TU | TELUS CORPORATION COM | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
CPNG | COUPANG INC CL A | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
FDD | FIRST TRUST STOXX EURO... | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 10 |
CMPS | COMPASS PATHWAYS PLC S... | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
SRNE | SORRENTO THERAPEUTICS ... | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2022 | 10 |
CLNE | CLEAN ENERGY FUELS COR... | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
BUD | ANHEUSER BUSCH INBEV S... | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
PFFV | GLOBAL X VARIABLE RATE... | 9 | 9 | 0.01% | 0.62% | 0.81% | Q3 2021 | Q3 2023 | 9 |
UN | UNILEVER N V N Y SHS NEW | 9 | 9 | 0.00% | 0.58% | 0.74% | Q4 2018 | Q4 2020 | 9 |
EMB | ISHARES J.P. MORGAN US... | 5 | 4 | 0.01% | 0.13% | 0.37% | Q1 2019 | Q3 2021 | 9 |
DIVB | ISHARES U.S. DIVIDEND ... | 8 | 1 | 0.00% | 0.13% | 0.20% | Q2 2020 | Q3 2023 | 9 |
WRB | BERKLEY W R CORP COM | 9 | 9 | 0.01% | 0.12% | 0.19% | Q4 2018 | Q4 2020 | 9 |
DTM | DT MIDSTREAM INC COMMO... | 9 | 9 | 0.04% | 0.04% | 0.05% | Q3 2021 | Q3 2023 | 9 |
AFL | AFLAC INC COM | 8 | 1 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q3 2023 | 9 |
KNG | CBOE VEST S&P 500 DIVI... | 9 | 9 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q4 2020 | 9 |
GENERAL ELECTRIC CO CO... | 9 | 9 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 | |
JOE | ST JOE CO COM | 6 | 1 | 0.01% | 0.01% | 0.04% | Q3 2020 | Q3 2023 | 9 |
SAGE | SAGE THERAPEUTICS INC COM | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
NFLX | NETFLIX INC COM | 6 | 3 | 0.00% | 0.01% | 0.04% | Q4 2019 | Q2 2022 | 9 |
VALE | VALE S A SPONSORED ADS | 8 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 9 |
IQDF | FLEXSHARES INTERNATION... | 9 | 9 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q2 2022 | 9 |
SPLG | SPDR PORTFOLIO S&P 500... | 7 | 2 | 0.00% | 0.00% | 0.02% | Q3 2019 | Q3 2023 | 9 |
MET | METLIFE INC COM | 8 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 9 |
EPC | EDGEWELL PERS CARE CO COM | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
WELL | WELLTOWER INC COM | 8 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 9 |
HST | HOST HOTELS & RESORTS ... | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2021 | 9 |
OXYWS | OCCIDENTAL PETE CORP W... | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 9 |
NKLA | NIKOLA CORP COM | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2022 | 9 |
PRTG | PORTAGE BIOTECH INC COM | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
RIBT | RICEBRAN TECHNOLOGIES ... | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2022 | 9 |
PWR | QUANTA SVCS INC COM | 8 | 8 | 0.68% | 1.02% | 1.33% | Q4 2021 | Q3 2023 | 8 |
IBDL | ISHARES IBONDS DEC 202... | 8 | 8 | 0.21% | 0.40% | 0.71% | Q4 2018 | Q3 2020 | 8 |
RSG | REPUBLIC SVCS INC COM | 7 | 1 | 0.00% | 0.28% | 0.39% | Q4 2019 | Q3 2023 | 8 |
SPIP | SPDR PORTFOLIO TIPS ETF | 8 | 8 | 0.05% | 0.10% | 0.12% | Q4 2021 | Q3 2023 | 8 |
MTB | M & T BK CORP COM | 6 | 1 | 0.00% | 0.07% | 0.13% | Q4 2019 | Q3 2023 | 8 |
WSM | WILLIAMS SONOMA INC COM | 8 | 8 | 0.00% | 0.04% | 0.15% | Q4 2021 | Q3 2023 | 8 |
XBI | SPDR S&P BIOTECH ETF | 8 | 8 | 0.01% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
CMI | CUMMINS INC COM | 5 | 3 | 0.01% | 0.03% | 0.07% | Q4 2019 | Q3 2023 | 8 |
TDG | TRANSDIGM GROUP INC COM | 8 | 8 | 0.01% | 0.02% | 0.04% | Q1 2019 | Q4 2020 | 8 |
EYLD | CAMBRIA EMERGING SHARE... | 8 | 8 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
XSOE | WISDOMTREE EMERGING MA... | 8 | 8 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
HSBC | HSBC HLDGS PLC SPON AD... | 8 | 8 | 0.00% | 0.02% | 0.04% | Q4 2018 | Q3 2020 | 8 |
EVT | EATON VANCE TAX ADVT D... | 7 | 1 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q3 2023 | 8 |
GLIBA | GCI LIBERTY INC COM CL... | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q3 2020 | 8 |
CRM | SALESFORCE INC COM | 4 | 1 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q3 2023 | 8 |
SRPT | SAREPTA THERAPEUTICS I... | 8 | 8 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q4 2020 | 8 |
DHR | DANAHER CORPORATION COM | 4 | 1 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 8 |
KMB | KIMBERLY-CLARK CORP COM | 3 | 2 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 8 |
BME | BLACKROCK HEALTH SCIEN... | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
TWLO | TWILIO INC CL A | 7 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 8 |
HFRO | HIGHLAND OPPORTUNITIES... | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
FVD | FIRST TRUST VALUE LINE... | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 8 |
ARDC | ARES DYNAMIC CR ALLOCA... | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
RIO | RIO TINTO PLC SPONSORE... | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
ALB | ALBEMARLE CORP COM | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
APTV | APTIV PLC SHS | 7 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 8 |
ABUS | ARBUTUS BIOPHARMA CORP... | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2022 | 8 |
FTNT | FORTINET INC COM | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
GOLF | ACUSHNET HLDGS CORP COM | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
LNC | LINCOLN NATL CORP IND COM | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
VSTM | VERASTEM INC COM | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2020 | 8 |
PTE | POLARITYTE INC COM | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2022 | 8 |
JEPI | JPMORGAN EQUITY PREMIU... | 7 | 7 | 0.16% | 0.67% | 1.06% | Q1 2022 | Q3 2023 | 7 |
KO | COCA COLA CO COM | 4 | 3 | 0.03% | 0.61% | 1.15% | Q4 2019 | Q3 2023 | 7 |
AAP | ADVANCE AUTO PARTS INC... | 7 | 7 | 0.01% | 0.55% | 0.71% | Q2 2021 | Q4 2022 | 7 |
IBMJ | ISHARES IBONDS DEC 202... | 7 | 7 | 0.05% | 0.14% | 0.19% | Q1 2020 | Q3 2021 | 7 |
IWP | ISHARES RUSSELL MID-CA... | 5 | 2 | 0.02% | 0.14% | 0.44% | Q1 2020 | Q4 2021 | 7 |
XLY | CONSUMER DISCRETIONARY... | 5 | 1 | 0.00% | 0.10% | 0.41% | Q2 2019 | Q1 2022 | 7 |
CRSP | CRISPR THERAPEUTICS AG... | 7 | 7 | 0.00% | 0.08% | 0.22% | Q1 2021 | Q3 2022 | 7 |
EPAM | EPAM SYS INC COM | 7 | 7 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
IDXX | IDEXX LABS INC COM | 7 | 7 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
KMI | KINDER MORGAN INC DEL COM | 5 | 1 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q2 2023 | 7 |
SHELL PLC SPON ADS | 7 | 7 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 | |
IGIB | ISHARES 5-10 YEAR INVE... | 7 | 7 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q2 2022 | 7 |
TDV | PROSHARES S&P TECHNOLO... | 7 | 7 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
O | REALTY INCOME CORP COM | 6 | 1 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q4 2022 | 7 |
IJJ | ISHARES S&P MID-CAP 40... | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
BMI | BADGER METER INC COM | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
DRI | DARDEN RESTAURANTS INC... | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
DKNG | DRAFTKINGS INC COM CL A | 7 | 7 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q1 2022 | 7 |
QQEW | FIRST TRUST NASDAQ-100... | 7 | 7 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q4 2022 | 7 |
VEA | VANGUARD FTSE DEVELOPE... | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
NYCB | NEW YORK CMNTY BANCORP... | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
ARKG | ARK GENOMIC REVOLUTION... | 7 | 7 | 0.00% | 0.01% | 0.04% | Q4 2020 | Q2 2022 | 7 |
VOOG | VANGUARD S&P 500 GROWT... | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
HRL | HORMEL FOODS CORP COM | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
CONSTELLATION ENERGY C... | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 | |
LH | LABORATORY CORP AMER H... | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
CACI | CACI INTL INC CL A | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
PSF | COHEN & STEERS SELECT ... | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
RJF | RAYMOND JAMES FINL INC... | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
FFC | FLAHERTY & CRUMRINE PF... | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
PTA | COHEN & STEERS TAX ADV... | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
MQY | BLACKROCK MUNIYILD QUL... | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
MXIM | MAXIM INTEGRATED PRODS... | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2021 | 7 |
EMHY | ISHARES J.P. MORGAN EM... | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2021 | 7 |
OBELF | OBSIDIAN ENERGY LTD COM | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
LAC | LITHIUM AMERS CORP NEW... | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 7 |
META | ROUNDHILL BALL METAVER... | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
OC | OWENS CORNING NEW COM | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
MMS | MAXIMUS INC COM | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
CRWD | CROWDSTRIKE HLDGS INC ... | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
ALGN | ALIGN TECHNOLOGY INC COM | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
KYNDRYL HLDGS INC COMM... | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 | |
HSDT | HELIUS MED TECHNOLOGIE... | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 7 |
BROOKFIELD BUSINESS CO... | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 | |
IXC | ISHARES GLOBAL ENERGY ETF | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
DOCN | DIGITALOCEAN HLDGS INC... | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
XONE | EXONE CO COM | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2021 | 7 |
TXG | 10X GENOMICS INC CL A COM | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
AGEN | AGENUS INC COM NEW | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
VTI | VANGUARD TOTAL STOCK M... | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
NKTR | NEKTAR THERAPEUTICS COM | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
CFG | CITIZENS FINL GROUP IN... | 6 | 6 | 0.52% | 0.88% | 1.01% | Q4 2018 | Q1 2020 | 6 |
EQNR | EQUINOR ASA SPONSORED ADR | 6 | 6 | 0.32% | 0.72% | 1.18% | Q4 2018 | Q1 2020 | 6 |
MTN | VAIL RESORTS INC COM | 6 | 6 | 0.30% | 0.56% | 0.72% | Q4 2018 | Q1 2020 | 6 |
EXR | EXTRA SPACE STORAGE IN... | 5 | 1 | 0.00% | 0.43% | 0.61% | Q4 2019 | Q2 2023 | 6 |
ANTM | ELEVANCE HEALTH INC COM | 3 | 3 | 0.01% | 0.40% | 0.81% | Q4 2019 | Q3 2023 | 6 |
RTN | RAYTHEON CO COM NEW | 6 | 6 | 0.24% | 0.36% | 0.44% | Q4 2018 | Q1 2020 | 6 |
AGG | ISHARES CORE U.S. AGGR... | 4 | 2 | 0.00% | 0.30% | 0.58% | Q4 2018 | Q2 2020 | 6 |
IBTA | ISHARES IBONDS DEC 202... | 6 | 6 | 0.24% | 0.27% | 0.37% | Q2 2020 | Q3 2021 | 6 |
RZG | INVESCO S&P SMALLCAP 6... | 6 | 6 | 0.00% | 0.26% | 0.38% | Q4 2018 | Q1 2020 | 6 |
VBR | VANGUARD SMALL-CAP VAL... | 6 | 6 | 0.00% | 0.18% | 0.24% | Q4 2018 | Q1 2020 | 6 |
WH | WYNDHAM HOTELS & RESOR... | 6 | 6 | 0.00% | 0.14% | 0.20% | Q4 2018 | Q1 2020 | 6 |
MPLX | MPLX LP COM UNIT REP LTD | 6 | 6 | 0.08% | 0.09% | 0.10% | Q2 2022 | Q3 2023 | 6 |
XHE | SPDR S&P HEALTH CARE E... | 6 | 6 | 0.00% | 0.08% | 0.28% | Q1 2019 | Q2 2020 | 6 |
SCCO | SOUTHERN COPPER CORP COM | 6 | 6 | 0.00% | 0.08% | 0.14% | Q2 2021 | Q3 2022 | 6 |
CWH | CAMPING WORLD HLDGS IN... | 6 | 6 | 0.01% | 0.05% | 0.13% | Q4 2018 | Q1 2020 | 6 |
IBMN | ISHARES IBONDS DEC 202... | 6 | 6 | 0.03% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 6 |
SBUX | STARBUCKS CORP COM | 3 | 3 | 0.01% | 0.03% | 0.05% | Q4 2019 | Q3 2023 | 6 |
JMST | JPMORGAN ULTRA-SHORT M... | 6 | 6 | 0.02% | 0.03% | 0.03% | Q2 2022 | Q3 2023 | 6 |
TAN | INVESCO SOLAR ETF | 6 | 6 | 0.01% | 0.03% | 0.04% | Q4 2020 | Q1 2022 | 6 |
NVCR | NOVOCURE LTD ORD SHS | 6 | 6 | 0.01% | 0.02% | 0.04% | Q2 2019 | Q3 2020 | 6 |
WARNER BROS DISCOVERY ... | 6 | 6 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 | |
CHK | CHESAPEAKE ENERGY CORP... | 6 | 6 | 0.01% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
FDX | FEDEX CORP COM | 6 | 6 | 0.00% | 0.02% | 0.07% | Q1 2019 | Q2 2020 | 6 |
LMBS | FIRST TRUST LOW DURATI... | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2022 | 6 |
NGM | NGM BIOPHARMACEUTICALS... | 6 | 6 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q1 2022 | 6 |
DXCM | DEXCOM INC COM | 5 | 1 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q4 2020 | 6 |
ALDX | ALDEYRA THERAPEUTICS I... | 6 | 6 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q1 2022 | 6 |
MINI | MOBILE MINI INC COM | 6 | 6 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q2 2020 | 6 |
D | DOMINION ENERGY INC COM | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 6 |
GTHX | G1 THERAPEUTICS INC COM | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q1 2022 | 6 |
VKTX | VIKING THERAPEUTICS IN... | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2022 | 6 |
TRILLIUM THERAPEUTICS ... | 6 | 6 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q2 2021 | 6 | |
QQQX | NUVEEN NASDAQ 100 DYNA... | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
BAMR | BROOKFIELD REINS LTD C... | 6 | 6 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q4 2022 | 6 |
IMMU | IMMUNOMEDICS INC COM | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2020 | 6 |
MTOR | MERITOR INC COM | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
COG | COTERRA ENERGY INC COM | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
TRMB | TRIMBLE INC COM | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
HEI | HEICO CORP NEW COM | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 6 |
HBIO | HARVARD BIOSCIENCE INC... | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 6 |
EMBECTA CORP COMMON STOCK | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 | |
LDOS | LEIDOS HOLDINGS INC COM | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
WOPEY | WOODSIDE ENERGY GROUP ... | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
IRDM | IRIDIUM COMMUNICATIONS... | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
BELLICUM PHARMACEUTICA... | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 | |
UTX | UNITED TECHNOLOGIES CO... | 5 | 5 | 1.12% | 1.33% | 1.51% | Q4 2018 | Q4 2019 | 5 |
LCII | LCI INDS COM | 5 | 5 | 0.67% | 0.81% | 0.98% | Q3 2021 | Q3 2022 | 5 |
SPR | SPIRIT AEROSYSTEMS HLD... | 5 | 5 | 0.11% | 0.72% | 1.46% | Q4 2018 | Q4 2019 | 5 |
SAN | BANCO SANTANDER SA ADR | 5 | 5 | 0.37% | 0.60% | 0.82% | Q4 2018 | Q4 2019 | 5 |
BNDX | VANGUARD TOTAL INTERNA... | 3 | 2 | 0.21% | 0.31% | 0.41% | Q4 2018 | Q2 2020 | 5 |
QLTA | ISHARES AAA - A RATED ... | 5 | 5 | 0.17% | 0.28% | 0.33% | Q2 2020 | Q2 2021 | 5 |
MTUM | ISHARES EDGE MSCI USA ... | 5 | 5 | 0.00% | 0.19% | 0.52% | Q2 2019 | Q2 2020 | 5 |
RPG | INVESCO S&P 500 PURE G... | 5 | 5 | 0.00% | 0.18% | 0.53% | Q2 2019 | Q2 2020 | 5 |
PUI | INVESCO DWA UTILITIES ... | 5 | 5 | 0.03% | 0.12% | 0.26% | Q2 2019 | Q2 2020 | 5 |
J.P. MORGAN NASDAQ EQU... | 5 | 5 | 0.01% | 0.10% | 0.45% | Q3 2022 | Q3 2023 | 5 | |
EWZ | ISHARES MSCI BRAZIL ETF | 5 | 5 | 0.00% | 0.09% | 0.28% | Q2 2019 | Q2 2020 | 5 |
EEM | ISHARES MSCI EMERGING ... | 5 | 5 | 0.05% | 0.08% | 0.12% | Q4 2018 | Q4 2019 | 5 |
LOGI | LOGITECH INTL S A SHS | 5 | 5 | 0.04% | 0.08% | 0.17% | Q3 2021 | Q3 2022 | 5 |
OHI | OMEGA HEALTHCARE INVS ... | 5 | 5 | 0.04% | 0.07% | 0.09% | Q1 2019 | Q1 2020 | 5 |
SYLD | CAMBRIA SHAREHOLDER YI... | 5 | 5 | 0.00% | 0.06% | 0.11% | Q3 2019 | Q3 2020 | 5 |
MOAT | VANECK MORNINGSTAR WID... | 5 | 5 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q3 2023 | 5 |
CSWC | CAPITAL SOUTHWEST CORP... | 5 | 5 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q4 2019 | 5 |
PAVE | GLOBAL X U.S. INFRASTR... | 4 | 1 | 0.01% | 0.03% | 0.13% | Q2 2021 | Q3 2023 | 5 |
CARR | CARRIER GLOBAL CORPORA... | 3 | 2 | 0.00% | 0.03% | 0.10% | Q2 2020 | Q3 2023 | 5 |
J | JACOBS ENGR GROUP INC COM | 5 | 5 | 0.01% | 0.03% | 0.03% | Q2 2021 | Q2 2022 | 5 |
GNSS | LRAD CORP COM | 5 | 5 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q4 2019 | 5 |
JACOBS SOLUTIONS INC COM | 5 | 5 | 0.00% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 | |
QRTEA | QURATE RETAIL INC COM ... | 4 | 1 | 0.00% | 0.02% | 0.03% | Q4 2018 | Q1 2021 | 5 |
XYLD | GLOBAL X S&P 500 COVER... | 5 | 5 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q2 2022 | 5 |
IVV | ISHARES CORE S&P 500 ETF | 3 | 1 | 0.00% | 0.02% | 0.03% | Q1 2019 | Q3 2023 | 5 |
RIVIAN AUTOMOTIVE INC ... | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 | |
GD | GENERAL DYNAMICS CORP COM | 3 | 1 | 0.01% | 0.01% | 0.03% | Q1 2019 | Q3 2023 | 5 |
ARCC | ARES CAPITAL CORP COM | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2020 | 5 |
GSK PLC SPONSORED ADR | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 | |
IGR | CBRE CLARION GLOBAL RE... | 5 | 5 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q2 2021 | 5 |
XLI | INDUSTRIAL SELECT SECT... | 4 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 5 |
FSLR | FIRST SOLAR INC COM | 5 | 5 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q1 2020 | 5 |
MU | MICRON TECHNOLOGY INC COM | 4 | 1 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q1 2023 | 5 |
VAR | VARIAN MED SYS INC COM | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2021 | 5 |
AI | C3 AI INC CL A | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 5 |
ET | ENERGY TRANSFER LP COM... | 5 | 5 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q1 2020 | 5 |
BIT | BLACKROCK MULTI-SECTOR... | 5 | 5 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q1 2020 | 5 |
GBDC | GOLUB CAP BDC INC COM | 5 | 5 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q1 2020 | 5 |
SQ | SQUARE INC CL A | 4 | 1 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2022 | 5 |
HQH | TEKLA HEALTHCARE INVS ... | 5 | 5 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q2 2021 | 5 |
SGEN | SEATTLE GENETICS INC COM | 5 | 5 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q2 2020 | 5 |
HQL | TEKLA LIFE SCIENCES IN... | 5 | 5 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q2 2021 | 5 |
WY | WEYERHAEUSER CO MTN BE... | 3 | 2 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 5 |
BOE | BLACKROCK ENHANCED GLO... | 5 | 5 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q2 2021 | 5 |
MCHP | MICROCHIP TECHNOLOGY I... | 3 | 2 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 5 |
GOLD | BARRICK GOLD CORP COM | 3 | 2 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 5 |
MPX | MARINE PRODS CORP COM | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
SPG | SIMON PPTY GROUP INC N... | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2021 | 5 |
WKHS | WORKHORSE GROUP INC CO... | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2021 | 5 |
GMDA | GAMIDA CELL LTD SHS | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 5 |
RWO | SPDR DOW JONES GLOBAL ... | 3 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 5 |
FTRCQ | FRONTIER COMMUNICATION... | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2020 | 5 |
RICEBRAN TECHNOLOGIES COM | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 | |
MIND MEDICINE MINDMED ... | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 | |
PBRA | PETROLEO BRASILEIRO SA... | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
POLARITYTE INC COM NEW | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 5 | |
LECO | LINCOLN ELEC HLDGS INC... | 4 | 4 | 0.76% | 0.87% | 0.96% | Q4 2022 | Q3 2023 | 4 |
IWF | ISHARES RUSSELL 1000 G... | 2 | 1 | 0.00% | 0.70% | 1.78% | Q1 2019 | Q3 2023 | 4 |
STI | SUNTRUST BKS INC COM | 4 | 4 | 0.44% | 0.47% | 0.51% | Q4 2018 | Q3 2019 | 4 |
IBDK | ISHARES IBONDS DEC 201... | 4 | 4 | 0.17% | 0.26% | 0.42% | Q4 2018 | Q3 2019 | 4 |
USMF | WISDOMTREE U.S. MULTIF... | 4 | 4 | 0.18% | 0.25% | 0.34% | Q4 2018 | Q3 2019 | 4 |
PH | PARKER-HANNIFIN CORP COM | 3 | 1 | 0.01% | 0.25% | 0.36% | Q4 2019 | Q3 2023 | 4 |
BROOKFIELD CORP CL A L... | 4 | 4 | 0.22% | 0.24% | 0.25% | Q4 2022 | Q3 2023 | 4 | |
IWM | ISHARES RUSSELL 2000 ETF | 3 | 1 | 0.02% | 0.10% | 0.33% | Q4 2019 | Q3 2023 | 4 |
MMP | MAGELLAN MIDSTREAM PRT... | 4 | 4 | 0.07% | 0.08% | 0.09% | Q2 2022 | Q1 2023 | 4 |
RODM | HARTFORD MULTIFACTOR D... | 4 | 4 | 0.04% | 0.07% | 0.10% | Q2 2019 | Q1 2020 | 4 |
BROOKFIELD ASSET MANAG... | 4 | 4 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q3 2023 | 4 | |
IBTD | ISHARES IBONDS DEC 202... | 4 | 4 | 0.03% | 0.05% | 0.08% | Q4 2022 | Q3 2023 | 4 |
IGHG | PROSHARES INVESTMENT G... | 4 | 4 | 0.03% | 0.05% | 0.07% | Q2 2019 | Q1 2020 | 4 |
ALC | ALCON INC ORD SHS | 4 | 4 | 0.01% | 0.05% | 0.08% | Q2 2019 | Q1 2020 | 4 |
TRP | TC ENERGY CORP COM | 4 | 4 | 0.03% | 0.04% | 0.05% | Q1 2019 | Q4 2019 | 4 |
IJR | ISHARES S&P SMALL-CAP ... | 3 | 1 | 0.01% | 0.02% | 0.07% | Q1 2020 | Q3 2023 | 4 |
CCJ | CAMECO CORP COM | 4 | 4 | 0.00% | 0.02% | 0.06% | Q4 2022 | Q3 2023 | 4 |
PFSI | PENNYMAC FINL SVCS INC... | 3 | 1 | 0.01% | 0.02% | 0.05% | Q4 2019 | Q4 2020 | 4 |
CBS | CBS CORP NEW CL B | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q3 2019 | 4 |
ARKW | ARK NEXT GENERATION IN... | 4 | 4 | 0.00% | 0.02% | 0.05% | Q4 2020 | Q3 2021 | 4 |
EL | LAUDER ESTEE COS INC CL A | 4 | 4 | 0.01% | 0.02% | 0.04% | Q3 2019 | Q2 2020 | 4 |
WTR | AQUA AMERICA INC COM | 4 | 4 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q4 2019 | 4 |
AMLP | ALERIAN MLP ETF | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
WBK | WESTPAC BKG CORP SPONS... | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2019 | 4 |
VIAB | VIACOM INC NEW CL B | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q3 2019 | 4 |
KDMN | KADMON HLDGS INC COM | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2021 | 4 |
VO | VANGUARD MID-CAP INDEX... | 3 | 1 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 4 |
SRE | SEMPRA ENERGY COM | 2 | 1 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q1 2022 | 4 |
QYLD | GLOBAL X NASDAQ 100 CO... | 4 | 4 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q1 2022 | 4 |
ROP | ROPER TECHNOLOGIES INC... | 3 | 1 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q2 2020 | 4 |
REM | ISHARES MORTGAGE REAL ... | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q1 2021 | 4 |
BSX | BOSTON SCIENTIFIC CORP... | 3 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q2 2020 | 4 |
NDSN | NORDSON CORP COM | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 4 |
ROST | ROSS STORES INC COM | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q2 2022 | 4 |
PAWZ | PROSHARES PET CARE ETF | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q4 2021 | 4 |
FTXR | FIRST TRUST NASDAQ TRA... | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q1 2022 | 4 |
OLED | UNIVERSAL DISPLAY CORP... | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q4 2020 | 4 |
MPV | BARINGS PARTN INVS SH ... | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q2 2021 | 4 |
STOR | STORE CAP CORP COM | 3 | 1 | 0.00% | 0.00% | 0.02% | Q2 2019 | Q4 2021 | 4 |
GNSS | GENASYS INC COM | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
DWX | SPDR S&P INTERNATIONAL... | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2019 | 4 |
USCI | UNITED STATES COMMODIT... | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
DOV | DOVER CORP COM | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 4 |
TGH | TEXTAINER GROUP HOLDIN... | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
LHCG | LHC GROUP INC COM | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
HALEON PLC SPON ADS | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 | |
NLY | ANNALY CAP MGMT INC COM | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2020 | 4 |
HGLB | HIGHLAND GLOBAL ALLOCA... | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2021 | 4 |
CRBP | CORBUS PHARMACEUTICALS... | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2019 | 4 |
MASI | MASIMO CORP COM | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
TIF | TIFFANY & CO NEW COM | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 4 |
UNM | UNUM GROUP COM | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
XOP | SPDR S&P OIL & GAS EXP... | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2019 | 4 |
USPH | U S PHYSICAL THERAPY COM | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
BROOKFIELD REINS LTD C... | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 | |
IXUS | ISHARES CORE MSCI TOTA... | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
IUSB | ISHARES CORE TOTAL USD... | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
TOCA | TOCAGEN INC COM | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2020 | 4 |
IAGG | ISHARES CORE INTERNATI... | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
LILA | LIBERTY LATIN AMERICA ... | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2019 | 4 |
CYTH | CYCLO THERAPEUTICS INC... | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
DOFSQ | DIAMOND OFFSHORE DRILL... | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2021 | 4 |
ONVO | ORGANOVO HLDGS INC COM... | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 4 |
LINDE PLC SHS | 3 | 3 | 1.35% | 1.38% | 1.41% | Q1 2023 | Q3 2023 | 3 | |
DKS | DICKS SPORTING GOODS I... | 3 | 3 | 0.43% | 0.47% | 0.52% | Q4 2021 | Q2 2022 | 3 |
MUFG | MITSUBISHI UFJ FINL GR... | 3 | 3 | 0.32% | 0.37% | 0.43% | Q4 2018 | Q2 2019 | 3 |
SLB | SCHLUMBERGER LTD COM | 3 | 3 | 0.17% | 0.20% | 0.22% | Q4 2018 | Q2 2019 | 3 |
BIIB | BIOGEN INC COM | 3 | 3 | 0.13% | 0.17% | 0.22% | Q4 2018 | Q2 2019 | 3 |
FDM | FIRST TRUST DOW JONES ... | 3 | 3 | 0.09% | 0.10% | 0.11% | Q4 2018 | Q2 2019 | 3 |
XLNX | XILINX INC COM | 2 | 1 | 0.00% | 0.07% | 0.14% | Q1 2019 | Q4 2019 | 3 |
APC | ANADARKO PETE CORP COM | 3 | 3 | 0.06% | 0.07% | 0.08% | Q4 2018 | Q2 2019 | 3 |
FHLC | FIDELITY MSCI HEALTH C... | 2 | 1 | 0.01% | 0.05% | 0.09% | Q2 2020 | Q4 2022 | 3 |
GBIL | GOLDMAN SACHS ACCESS T... | 3 | 3 | 0.04% | 0.05% | 0.05% | Q1 2023 | Q3 2023 | 3 |
NFBK | NORTHFIELD BANCORP INC... | 3 | 3 | 0.04% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 3 |
MMC | MARSH & MCLENNAN COS I... | 3 | 3 | 0.02% | 0.03% | 0.03% | Q4 2019 | Q2 2020 | 3 |
HCP | HCP INC COM | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q3 2019 | 3 |
BTTGY | BT GROUP PLC ADR | 3 | 3 | 0.02% | 0.02% | 0.03% | Q4 2018 | Q2 2019 | 3 |
IBTE | ISHARES IBONDS DEC 202... | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
BKNG | BOOKING HOLDINGS INC COM | 3 | 3 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q2 2020 | 3 |
LEXEA | LIBERTY EXPEDIA HLDGS ... | 3 | 3 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q2 2019 | 3 |
MUJ | BLACKROCK MUNIHLDGS NJ... | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
CHTR | CHARTER COMMUNICATIONS... | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q2 2020 | 3 |
VCIT | VANGUARD INTERMEDIATE-... | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
XMMO | INVESCO S&P MIDCAP MOM... | 2 | 1 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q3 2021 | 3 |
NFG | NATIONAL FUEL GAS CO COM | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q4 2022 | 3 |
ISRG | INTUITIVE SURGICAL INC... | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q2 2020 | 3 |
TGT | TARGET CORP COM | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q2 2020 | 3 |
EQIX | EQUINIX INC COM | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 3 |
IGA | VOYA GLBL ADV & PREM O... | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q4 2020 | 3 |
MS | MORGAN STANLEY COM NEW | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 3 |
USIG | ISHARES BROAD USD INVE... | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
PRF | INVESCO FTSE RAFI US 1... | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
ICE | INTERCONTINENTAL EXCHA... | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 3 |
BBT | BB&T CORP COM | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2019 | 3 |
YPF | YPF SOCIEDAD ANONIMA S... | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q2 2019 | 3 |
ILMN | ILLUMINA INC COM | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 3 |
LNG | CHENIERE ENERGY INC CO... | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
ADSK | AUTODESK INC COM | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 3 |
ATVI | ACTIVISION BLIZZARD IN... | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 3 |
HUM | HUMANA INC COM | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 3 |
SHW | SHERWIN WILLIAMS CO COM | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 3 |
ASML | ASML HOLDING N V N Y R... | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 3 |
SPYG | SPDR PORTFOLIO S&P 500... | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
FIS | FIDELITY NATL INFORMAT... | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 3 |
ORLY | O REILLY AUTOMOTIVE IN... | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 3 |
NXJ | NUVEEN NEW JERSEY QULT... | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
MNST | MONSTER BEVERAGE CORP ... | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 3 |
AZO | AUTOZONE INC COM | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 3 |
NMTC | NEUROONE MED TECHNOLOG... | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
RSP | INVESCO S&P 500 EQUAL ... | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
XL | XL FLEET CORP COM CL A | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q1 2022 | 3 |
INFO | IHS MARKIT LTD SHS | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 3 |
A | AGILENT TECHNOLOGIES I... | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 3 |
SNPS | SYNOPSYS INC COM | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 3 |
SBAC | SBA COMMUNICATIONS COR... | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 3 |
YUM | YUM BRANDS INC COM | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 3 |
BLL | BALL CORP COM | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 3 |
TEL | TE CONNECTIVITY LTD RE... | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2020 | 3 |
KMDA | KAMADA LTD SHS | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q4 2020 | 3 |
BGT | BLACKROCK FLOATING RAT... | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q4 2020 | 3 |
HYG | ISHARES IBOXX $ HIGH Y... | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
DNIF | DIVIDEND & INCOME FD I... | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 3 |
GE HEALTHCARE TECHNOLO... | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 | |
AGCO | AGCO CORP COM | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
PSFE | PAYSAFE LIMITED ORD | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 3 |
MTCH | MATCH GROUP INC NEW COM | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
AOK | ISHARES CONSERVATIVE A... | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
UPST | UPSTART HLDGS INC COM | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q4 2021 | 3 |
SHY | ISHARES 1-3 YEAR TREAS... | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
PTRA | PROTERRA INC COM | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
VTEB | VANGUARD TAX-EXEMPT BO... | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
ITA | ISHARES U.S. AEROSPACE... | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
SIRI | SIRIUS XM HOLDINGS INC... | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2022 | 3 |
IIVI | II VI INC COM | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2020 | 3 |
JETS | U.S. GLOBAL JETS ETF | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
TD | TORONTO DOMINION BK ON... | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
MSGS | MADISON SQUARE GRDN SP... | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
BTCY | BIOTRICITY INC COM NEW | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
GPC | GENUINE PARTS CO COM | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
CTXR | CITIUS PHARMACEUTICALS... | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
HYD | VANECK HIGH YIELD MUNI... | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
LVS | LAS VEGAS SANDS CORP COM | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
VOD | VODAFONE GROUP PLC NEW... | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 3 |
MSGE | SPHERE ENTERTAINMENT C... | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
APRE | APREA THERAPEUTICS INC... | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
CPSI | COMPUTER PROGRAMS & SY... | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
RAD | RITE AID CORP COM | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
ARCHER AVIATION INC CO... | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 | |
VST | VISTRA CORP COM | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
ACB | AURORA CANNABIS INC COM | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
AIGWS | AMERICAN INTL GROUP IN... | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 3 |
KRE | SPDR S&P REGIONAL BANK... | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
AMCX | AMC NETWORKS INC CL A | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
HSDT | HELIUS MED TECHNOLOGIE... | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 3 |
BX | BLACKSTONE GROUP L P C... | 2 | 2 | 2.20% | 2.24% | 2.29% | Q4 2018 | Q1 2019 | 2 |
DWDP | DOWDUPONT INC COM | 2 | 2 | 1.52% | 1.67% | 1.82% | Q4 2018 | Q1 2019 | 2 |
ESGU | ISHARES MSCI USA ESG O... | 2 | 2 | 0.54% | 0.76% | 0.99% | Q1 2020 | Q2 2020 | 2 |
ESGD | ISHARES MSCI EAFE ESG ... | 2 | 2 | 0.55% | 0.76% | 0.97% | Q1 2020 | Q2 2020 | 2 |
DSI | ISHARES MSCI KLD 400 S... | 2 | 2 | 0.47% | 0.67% | 0.86% | Q1 2020 | Q2 2020 | 2 |
ESGE | ISHARES MSCI EM ESG SE... | 2 | 2 | 0.36% | 0.50% | 0.65% | Q1 2020 | Q2 2020 | 2 |
HRS | HARRIS CORP DEL COM | 2 | 2 | 0.47% | 0.49% | 0.51% | Q4 2018 | Q1 2019 | 2 |
VOT | VANGUARD MID-CAP GROWT... | 2 | 2 | 0.46% | 0.48% | 0.50% | Q1 2020 | Q2 2020 | 2 |
VB | VANGUARD SMALL-CAP IND... | 2 | 2 | 0.46% | 0.48% | 0.51% | Q1 2020 | Q2 2020 | 2 |
MDY | SPDR S&P MIDCAP 400 ETF | 2 | 2 | 0.32% | 0.48% | 0.64% | Q1 2020 | Q2 2020 | 2 |
SLY | SPDR S&P 600 SMALL CAP... | 2 | 2 | 0.36% | 0.48% | 0.59% | Q1 2020 | Q2 2020 | 2 |
BND | VANGUARD TOTAL BOND MA... | 2 | 2 | 0.29% | 0.36% | 0.42% | Q1 2020 | Q2 2020 | 2 |
IWD | ISHARES RUSSELL 1000 V... | 1 | 1 | 0.00% | 0.33% | 0.66% | Q2 2020 | Q3 2023 | 2 |
XSLV | INVESCO S&P SMALLCAP L... | 2 | 2 | 0.23% | 0.33% | 0.42% | Q1 2020 | Q2 2020 | 2 |
IBHA | ISHARES IBONDS 2021 TE... | 2 | 2 | 0.24% | 0.26% | 0.29% | Q4 2019 | Q1 2020 | 2 |
MRNA | MODERNA INC COM | 2 | 2 | 0.15% | 0.21% | 0.27% | Q1 2021 | Q2 2021 | 2 |
NYF | ISHARES NEW YORK MUNI ... | 2 | 2 | 0.14% | 0.17% | 0.21% | Q1 2020 | Q2 2020 | 2 |
PZT | INVESCO NEW YORK AMT-F... | 2 | 2 | 0.14% | 0.17% | 0.21% | Q1 2020 | Q2 2020 | 2 |
CIEN | CIENA CORP COM NEW | 2 | 2 | 0.10% | 0.13% | 0.16% | Q3 2020 | Q4 2020 | 2 |
BPRN | BANK PRINCETON NEW JER... | 2 | 2 | 0.10% | 0.10% | 0.10% | Q1 2021 | Q2 2021 | 2 |
VONV | VANGUARD RUSSELL 1000 ... | 2 | 2 | 0.07% | 0.08% | 0.09% | Q1 2020 | Q2 2020 | 2 |
ACSI | AMERICAN CUSTOMER SATI... | 2 | 2 | 0.03% | 0.05% | 0.07% | Q2 2019 | Q3 2019 | 2 |
LDRS | INNOVATOR IBD ETF LEAD... | 2 | 2 | 0.04% | 0.05% | 0.06% | Q1 2019 | Q2 2019 | 2 |
PRINCETON BANCORP INC COM | 2 | 2 | 0.04% | 0.04% | 0.05% | Q1 2023 | Q2 2023 | 2 | |
IVW | ISHARES S&P 500 GROWTH... | 2 | 2 | 0.02% | 0.04% | 0.07% | Q1 2019 | Q2 2019 | 2 |
OKE | ONEOK INC NEW COM | 1 | 1 | 0.01% | 0.03% | 0.05% | Q4 2019 | Q3 2023 | 2 |
PEGI | PATTERN ENERGY GROUP I... | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q2 2019 | 2 |
LKQ | LKQ CORP COM | 2 | 2 | 0.01% | 0.03% | 0.04% | Q1 2019 | Q2 2019 | 2 |
WCG | WELLCARE HEALTH PLANS ... | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2019 | Q3 2019 | 2 |
EPR | EPR PPTYS COM SH BEN INT | 2 | 2 | 0.02% | 0.02% | 0.03% | Q1 2019 | Q2 2019 | 2 |
FXL | FIRST TRUST TECHNOLOGY... | 1 | 1 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q4 2020 | 2 |
RVNC | REVANCE THERAPEUTICS I... | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q4 2022 | 2 |
THO | THOR INDS INC COM | 2 | 2 | 0.01% | 0.02% | 0.02% | Q1 2019 | Q2 2019 | 2 |
CNXM | CNX MIDSTREAM PARTNERS... | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q1 2020 | 2 |
IVE | ISHARES S&P 500 VALUE ETF | 2 | 2 | 0.01% | 0.02% | 0.02% | Q1 2019 | Q2 2019 | 2 |
IRM | IRON MTN INC NEW COM | 1 | 1 | 0.01% | 0.02% | 0.02% | Q1 2019 | Q1 2022 | 2 |
AGN | ALLERGAN PLC SHS | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
VEEV | VEEVA SYS INC CL A COM | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2019 | 2 |
EWD | ISHARES MSCI SWEDEN ETF | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
VTA | INVESCO DYNAMIC CR OPP... | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2019 | 2 |
DHI | D R HORTON INC COM | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2020 | 2 |
DY | DYCOM INDS INC COM | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q2 2019 | 2 |
RYLD | GLOBAL X RUSSELL 2000 ... | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
UTF | COHEN & STEERS INFRAST... | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2020 | 2 |
REZI | RESIDEO TECHNOLOGIES I... | 2 | 2 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q1 2019 | 2 |
NTP | NAM TAI PPTY INC SHS | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2020 | 2 |
FAX | ABERDEEN ASIA PACIFIC ... | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2019 | 2 |
AON | AON PLC SHS CL A | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q2 2020 | 2 |
PNR | PENTAIR PLC SHS | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2019 | 2 |
F&G ANNUITIES & LIFE I... | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 | |
PFD | FLAHERTY & CRUMRIN PFD... | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2019 | 2 |
MAIN | MAIN STR CAP CORP COM | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
HCA | HCA HEALTHCARE INC COM | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
EQR | EQUITY RESIDENTIAL SH ... | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
SPDW | SPDR PORTFOLIO DEVELOP... | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q4 2019 | 2 |
COIN | COINBASE GLOBAL INC CO... | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
ES | EVERSOURCE ENERGY COM | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
AVB | AVALONBAY CMNTYS INC COM | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
RMD | RESMED INC COM | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
IQV | IQVIA HLDGS INC COM | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
WLTW | WILLIS TOWERS WATSON P... | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
CPZ | CALAMOS LNG SHR EQT DY... | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
AEE | AMEREN CORP COM | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
TROW | PRICE T ROWE GROUP INC... | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2020 | 2 |
DAL | DELTA AIR LINES INC DE... | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2021 | 2 |
FNSR | FINISAR CORP COM NEW | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q2 2019 | 2 |
EIX | EDISON INTL COM | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
FDIS | FIDELITY MSCI CONSUMER... | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q4 2022 | 2 |
NMRK | NEWMARK GROUP INC CL A | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
DFS | DISCOVER FINL SVCS COM | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q4 2019 | 2 |
MLM | MARTIN MARIETTA MATLS ... | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2020 | 2 |
FSTA | FIDELITY MSCI CONSUMER... | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q4 2022 | 2 |
RBLX | ROBLOX CORP CL A | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2022 | 2 |
TSN | TYSON FOODS INC CL A | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2021 | 2 |
GIK | GIGCAPITAL3 INC COM | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
HLT | HILTON WORLDWIDE HLDGS... | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2020 | 2 |
RWX | SPDR DOW JONES INTERNA... | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
HCDIP | HARBOR CUSTOM DEVELOPM... | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
PAYSAFE LIMITED SHS | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 | |
COM | DIREXION AUSPICE BROAD... | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
SPSM | SPDR PORTFOLIO SMALL C... | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
ADM | ARCHER DANIELS MIDLAND... | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
GWX | SPDR S&P INTERNATIONAL... | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
SCHP | SCHWAB US TIPS ETF | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 2 |
IAC | IAC INTERACTIVECORP NE... | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
GOOD | GLADSTONE COMMERCIAL C... | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
VOYA | VOYA FINANCIAL INC COM | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
SPXS | DIREXION DAILY S&P 500... | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
GAMBLING COM GROUP LIM... | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 | |
MUA | BLACKROCK MUNIASSETS F... | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
MMT | MFS MULTIMARKET INCOME... | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
WLL | WHITING PETE CORP NEW ... | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
DRIV | GLOBAL X AUTONOMOUS & ... | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
LIT | GLOBAL X LITHIUM & BAT... | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
EBND | SPDR BLOOMBERG BARCLAY... | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
SPEM | SPDR PORTFOLIO EMERGIN... | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
HPQ | HP INC COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2020 | 2 |
FBRX | FORTE BIOSCIENCES INC COM | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
SJNK | SPDR BLOOMBERG BARCLAY... | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
ETFC | E TRADE FINANCIAL CORP... | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
APPLIED DNA SCIENCES I... | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 | |
ENB | ENBRIDGE INC COM | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
VALPQ | VALARIS PLC SHS CLASS A | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
LIGHTNING EMOTORS INC COM | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 | |
ASIX | ADVANSIX INC COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2019 | 2 |
LUMN | LUMEN TECHNOLOGIES INC... | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
CRH PLC ORD | 1 | 1 | 1.68% | 1.68% | 1.68% | Q3 2023 | Q3 2023 | 1 | |
CRH | CRH PLC ADR | 1 | 1 | 1.67% | 1.67% | 1.67% | Q2 2023 | Q2 2023 | 1 |
KENVUE INC COM | 1 | 1 | 0.90% | 0.90% | 0.90% | Q3 2023 | Q3 2023 | 1 | |
DNKN | DUNKIN BRANDS GROUP IN... | 1 | 1 | 0.38% | 0.38% | 0.38% | Q4 2018 | Q4 2018 | 1 |
RWR | SPDR DOW JONES REIT ETF | 1 | 1 | 0.37% | 0.37% | 0.37% | Q4 2019 | Q4 2019 | 1 |
VEU | VANGUARD FTSE ALL-WORL... | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2019 | Q4 2019 | 1 |
LYB | LYONDELLBASELL INDUSTR... | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2018 | Q4 2018 | 1 |
APU | AMERIGAS PARTNERS L P ... | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2019 | Q1 2019 | 1 |
SSRM | SSR MNG INC COM | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2020 | Q2 2020 | 1 |
FATE | FATE THERAPEUTICS INC COM | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
FFTY | INNOVATOR IBD 50 ETF | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2019 | Q1 2019 | 1 |
LAND | GLADSTONE LD CORP COM | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q1 2022 | 1 |
TRP | TRANSCANADA CORP COM | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2018 | Q4 2018 | 1 |
KR | KROGER CO COM | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
SURF | SURFACE ONCOLOGY INC COM | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
DLR | DIGITAL RLTY TR INC COM | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q1 2019 | 1 |
CHI | CALAMOS CONV OPP AND I... | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q1 2019 | 1 |
ROBO | ROBO GLOBAL ROBOTICS A... | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q1 2019 | 1 |
BPY | BROOKFIELD PROPERTY PA... | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q2 2019 | 1 |
DIA | SPDR DOW JONES INDUSTR... | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q1 2019 | 1 |
SMH | VANECK VECTORS SEMICON... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
MPW | MEDICAL PPTYS TRUST IN... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
ULTA | ULTA BEAUTY INC COM | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
CSQ | CALAMOS STRATEGIC TOTL... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
KYN | KAYNE ANDERSON ENERGY ... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
IGV | ISHARES EXPANDED TECH-... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
OLLI | OLLIES BARGAIN OUTLT H... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
MLNX | MELLANOX TECHNOLOGIES ... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
FMC | F M C CORP COM NEW | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
FTCS | FIRST TRUST CAPITAL ST... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
IPO | RENAISSANCE IPO ETF | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
VLO | VALERO ENERGY CORP NEW... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
GIX | GIGCAPITAL2 INC COM | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
ALTO | ALTO INGREDIENTS INC COM | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
XLB | MATERIALS SELECT SECTO... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
HZNP | HORIZON THERAPEUTICS P... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
CLH | CLEAN HARBORS INC COM | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
ROBT | FIRST TRUST NASDAQ ART... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
CMA | COMERICA INC COM | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
FRPT | FRESHPET INC COM | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
REG | REGENCY CTRS CORP COM | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
TM | TOYOTA MOTOR CORP SP A... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
XLP | CONSUMER STAPLES SELEC... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
XLC | COMMUNICATION SERVICES... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
ZEV | LIGHTNING EMOTORS INC COM | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
CHRS | COHERUS BIOSCIENCES IN... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
EDF | VIRTUS STONE HBR EMRG ... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
VAL | VALARIS LTD CL A | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
HOLX | HOLOGIC INC COM | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
AON | AON PLC SHS CL A | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
NOW | SERVICENOW INC COM | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
HDV | ISHARES CORE HIGH DIVI... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
UUP | INVESCO DB US DOLLAR I... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
FXH | FIRST TRUST HEALTH CAR... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
SAP | SAP SE SPON ADR | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
MMIN | IQ MACKAY MUNICIPAL IN... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
SCIU | GLOBAL X SCIENTIFIC BE... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
LEE ENTERPRISES INC COM | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 | |
ARRY | ARRAY BIOPHARMA INC COM | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
KBR | KBR INC COM | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
LIBERTY MEDIA CORP DEL... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 | |
EXAS | EXACT SCIENCES CORP COM | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
ZBH | ZIMMER BIOMET HLDGS IN... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
IWR | ISHARES RUSSELL MIDCAP... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
PPG | PPG INDS INC COM | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
TDY | TELEDYNE TECHNOLOGIES ... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
THNQ | ROBO GLOBAL ARTIFICIAL... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
HAS | HASBRO INC COM | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
SYF | SYNCHRONY FINL COM | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
APO | APOLLO GLOBAL MGMT INC... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
SCHA | SCHWAB U.S. SMALL-CAP ETF | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
HPE | HEWLETT PACKARD ENTERP... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
LUV | SOUTHWEST AIRLS CO COM | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
IR | INGERSOLL-RAND PLC SHS | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
LIBERTY MEDIA CORP DEL... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 | |
PLL | PIEDMONT LITHIUM INC COM | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
SWKS | SKYWORKS SOLUTIONS INC... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
MP | MP MATERIALS CORP COM ... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
EIM | EATON VANCE MUN BD FD COM | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
HAL | HALLIBURTON CO COM | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
ROK | ROCKWELL AUTOMATION IN... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
EOLS | EVOLUS INC COM | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
HYT | BLACKROCK CORPOR HI YL... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
FLT | FLEETCOR TECHNOLOGIES ... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
UAL | UNITED AIRLINES HLDGS ... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
CNC | CENTENE CORP DEL COM | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
LIBERTY MEDIA CORP DEL... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 | |
GDRX | GOODRX HLDGS INC COM CL A | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
IGD | VOYA GLBL EQTY DIV & P... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
AME | AMETEK INC NEW COM | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
NUAN | NUANCE COMMUNICATIONS ... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
FTV | FORTIVE CORP COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
PDBC | INVESCO OPTIMUM YIELD ... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
NTRS | NORTHERN TR CORP COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
PAYS | PAYSIGN INC COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
CMG | CHIPOTLE MEXICAN GRILL... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
VRSN | VERISIGN INC COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
TT | TRANE TECHNOLOGIES PLC... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
VRSK | VERISK ANALYTICS INC COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
CMRE | COSTAMARE INC SHS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
HIG | HARTFORD FINL SVCS GRO... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
NTAP | NETAPP INC COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
DHT | DHT HOLDINGS INC SHS NEW | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
CLF | CLEVELAND-CLIFFS INC N... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
IWN | ISHARES RUSSELL 2000 V... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
SCHJ | SCHWAB 1-5 YEAR CORPOR... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
BFB | BROWN FORMAN CORP CL B | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
MOS | MOSAIC CO NEW COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
GWW | GRAINGER W W INC COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
ON HLDG AG NAMEN AKT A | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 | |
AUDC | AUDIOCODES LTD ORD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
RCL | ROYAL CARIBBEAN CRUISE... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
MTD | METTLER TOLEDO INTERNA... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
BIO | BIO RAD LABS INC CL A | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
FAST | FASTENAL CO COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
BBY | BEST BUY INC COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
ETR | ENTERGY CORP NEW COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
RDSB | ROYAL DUTCH SHELL PLC ... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
CBRE | CBRE GROUP INC CL A | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
UVE | UNIVERSAL INS HLDGS IN... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
GNR | SPDR S&P GLOBAL NATURA... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
KMX | CARMAX INC COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
TNC | TENNANT CO COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
CERN | CERNER CORP COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
GHYB | GOLDMAN SACHS ACCESS H... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
IHD | VOYA EMERGING MKTS HIG... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
CTAS | CINTAS CORP COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
CTXS | CITRIX SYS INC COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
LIBERTY MEDIA CORP DEL... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 | |
STX | SEAGATE TECHNOLOGY PLC... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
JFR | NUVEEN FLOATING RATE I... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
LIBERTY MEDIA CORP DEL... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 | |
ATI | ALLEGHENY TECHNOLOGIES... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
ENR | ENERGIZER HLDGS INC NE... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
UBSI | UNITED BANKSHARES INC ... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
IWO | ISHARES RUSSELL 2000 G... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
QSR | RESTAURANT BRANDS INTL... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
PIC | PIVOTAL INVT CORP II C... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
BYD | BOYD GAMING CORP COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
FNCL | FIDELITY MSCI FINANCIA... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
MERC | MERCER INTL INC COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
AMC | AMC ENTMT HLDGS INC CL... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
DNLI | DENALI THERAPEUTICS IN... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
VCR | VANGUARD CONSUMER DISC... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
IAC | IAC INTERACTIVECORP NE... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
ANET | ARISTA NETWORKS INC COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
HDS | HD SUPPLY HLDGS INC COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
MFC | MANULIFE FINL CORP COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
EMN | EASTMAN CHEMICAL CO COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
ATLANTA BRAVES HLDGS I... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 | |
LITHIUM AMERICAS ARGEN... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 | |
NAV | NAVISTAR INTL CORP NEW... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
NBL | NOBLE ENERGY INC COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
CELG | CELGENE CORP COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
QS | QUANTUMSCAPE CORP COM ... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
TCBI | TEXAS CAPITAL BANCSHAR... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
LIBERTY MEDIA CORP DEL... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 | |
DRAFTKINGS INC NEW COM... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 | |
BG | BUNGE LIMITED COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
CGNX | COGNEX CORP COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
GIS | GENERAL MLS INC COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
IVZ | INVESCO LTD SHS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
FORTREA HLDGS INC COMM... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 | |
CRCM | CARE COM INC COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
SCHI | SCHWAB 5-10 YEAR CORPO... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
BWA | BORGWARNER INC COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
UGI | UGI CORP NEW COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
FCOM | FIDELITY MSCI COMMUNIC... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
RIGS | RIVERFRONT STRATEGIC I... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
IYC | ISHARES U.S. CONSUMER ... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
FENY | FIDELITY MSCI ENERGY I... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
IJK | ISHARES S&P MID-CAP 40... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
TRU | TRANSUNION COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
DVN | DEVON ENERGY CORP NEW COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
SCZ | ISHARES MSCI EAFE SMAL... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
MRVL | MARVELL TECHNOLOGY INC... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
ATLANTA BRAVES HLDGS I... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 | |
LEN | LENNAR CORP CL A | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
TREE | LENDINGTREE INC NEW COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
VAC | MARRIOTT VACATIONS WOR... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
TARO | TARO PHARMACEUTICAL IN... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
SLF | SUN LIFE FINL INC COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
IIPR | INNOVATIVE INDL PPTYS ... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
FL | FOOT LOCKER INC COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
CAH | CARDINAL HEALTH INC COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
NVT | NVENT ELECTRIC PLC SHS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
EWX | SPDR S&P EMERGING MARK... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
BFT | PAYSAFE LIMITED ORD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
HSBCPRA | HSBC HLDGS PLC ADR A 1... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
CHRW | C H ROBINSON WORLDWIDE... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
KSU | KANSAS CITY SOUTHERN C... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
XOP | SPDR S&P OIL & GAS EXP... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
TECK | TECK RESOURCES LTD CL B | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
LYV | LIVE NATION ENTERTAINM... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
GT | GOODYEAR TIRE & RUBR C... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
HES | HESS CORP COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
HRTX | HERON THERAPEUTICS INC... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
GSLC | GOLDMAN SACHS ACTIVEBE... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
VWE | VINTAGE WINE ESTATES I... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
NANOVIRICIDES INC COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 | |
PTON | PELOTON INTERACTIVE IN... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
GSIE | GOLDMAN SACHS ACTIVEBE... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
SPTL | SPDR PORTFOLIO LONG TE... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
MADISON SQUARE GARDEN ... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 | |
PHM | PULTE GROUP INC COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
ECA | ENCANA CORP COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
BMYRT | BRISTOL-MYERS SQUIBB C... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
SPAB | SPDR PORTFOLIO AGGREGA... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
WWD | WOODWARD INC COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
VJET | VOXELJET AG ADS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
EWJ | ISHARES MSCI JAPAN ETF | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
AQB | AQUABOUNTY TECHNOLOGIE... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
MNMD | MIND MEDICINE MINDMED ... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
POWI | POWER INTEGRATIONS INC... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
GTX | GARRETT MOTION INC COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
SJM | SMUCKER J M CO COM NEW | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
ORION OFFICE REIT INC COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 | |
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The securities at the top of the list , including MICROSOFT CORP COM, BROADCOM INC COM, and TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS, are the highest-conviction holdings of Princeton Global Asset Management LLC.
The conviction is calculated by counting the number of quarters a security has been reported by Princeton Global Asset Management LLC. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Princeton Global Asset Management LLC owns currently or has owned in the past.