$205 Million is the total value of LIBERTY WEALTH MANAGEMENT LLC's 1017 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was 18.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC COM | $24,091,000 | 0.0% | 179,601 | 0.0% | 11.76% | -0.2% | |
| IVV | ISHARES SPcore s&p500 etf | $16,193,000 | 0.0% | 42,885 | 0.0% | 7.91% | -0.2% | |
| ESGU | ISHARES TR ESG AWR MSCI USAesg awr msci usa | $11,722,000 | 0.0% | 134,830 | 0.0% | 5.72% | -0.2% | |
| EFG | ISHARES TR EAFE GRWTH ETFeafe grwth etf | $7,189,000 | 0.0% | 71,039 | 0.0% | 3.51% | -0.2% | |
| VTI | VANGUARD IDX FUNDtotal stk mkt | $7,106,000 | 0.0% | 36,018 | 0.0% | 3.47% | -0.2% | |
| GOVT | ISHARES TR US TREAS BD ETFus treas bd etf | $6,784,000 | 0.0% | 250,180 | 0.0% | 3.31% | -0.2% | |
| MSFT | MICROSOFT CORP | $5,609,000 | 0.0% | 23,405 | 0.0% | 2.74% | -0.2% | |
| LQD | ISHARES IBOXX INVESTMENT GRADE CORPORATE BOND ETFiboxx inv cp etf | $4,962,000 | 0.0% | 36,593 | 0.0% | 2.42% | -0.2% | |
| ESGE | ISHARES INC ESG AWR MSCI EMesg awr msci em | $4,919,000 | 0.0% | 110,260 | 0.0% | 2.40% | -0.2% | |
| IUSB | ISHARES TR CORE TOTALcore total usd | $4,465,000 | 0.0% | 82,408 | 0.0% | 2.18% | -0.2% | |
| VEU | VANGUARD INTL EQUITY INDEX FDS ALLWRLD EX USallwrld ex us | $4,378,000 | 0.0% | 73,491 | 0.0% | 2.14% | -0.2% | |
| EFV | ISHARES TR EAFE VALUE ETFeafe value etf | $4,241,000 | 0.0% | 89,419 | 0.0% | 2.07% | -0.2% | |
| VLUE | ISHARES TR MSCI USA VALUEmsci usa value | $4,206,000 | 0.0% | 46,268 | 0.0% | 2.05% | -0.2% | |
| IGSB | ISHARES TR I -YR INVS | $3,613,000 | 0.0% | 65,621 | 0.0% | 1.76% | -0.2% | |
| TSLA | TESLA INC COM | $3,486,000 | 0.0% | 4,151 | 0.0% | 1.70% | -0.2% | |
| VOO | VANGUARD INDEX FUNDS SP ETF | $3,375,000 | 0.0% | 9,762 | 0.0% | 1.65% | -0.2% | |
| CVX | CHEVRON CORP NEW COM | $2,848,000 | 0.0% | 32,964 | 0.0% | 1.39% | -0.2% | |
| IJR | ISHARES CORE SP SMALL-CAP Ecore s&p scp etf | $2,445,000 | 0.0% | 24,631 | 0.0% | 1.19% | -0.3% | |
| IXN | ISHARES SP GLOBAL TECHNOLOGY SECTOR INDEX FUNDglobal tech etf | $2,424,000 | 0.0% | 7,881 | 0.0% | 1.18% | -0.2% | |
| MTUM | ISHARES TR MSCI USA MMENTMmsci usa mmentm | $2,136,000 | 0.0% | 12,723 | 0.0% | 1.04% | -0.2% | |
| VB | VANGUARD SMALL-CAP INDEX FUNDsmall cp etf | $2,038,000 | 0.0% | 10,051 | 0.0% | 1.00% | -0.2% | |
| IHI | ISHARES TR US MED DVC ETFu.s. med dvc etf | $1,980,000 | 0.0% | 5,911 | 0.0% | 0.97% | -0.2% | |
| MBB | ISHARES TR MBS ETFmbs etf | $1,961,000 | 0.0% | 17,810 | 0.0% | 0.96% | -0.2% | |
| VGT | VANGUARD WORLD FDS VANGUARD INFORMATION TECHNOLOGY ETFinf tech etf | $1,758,000 | 0.0% | 4,883 | 0.0% | 0.86% | -0.1% | |
| AMZN | AMAZONCOM INC | $1,386,000 | 0.0% | 414 | 0.0% | 0.68% | -0.1% | |
| DIS | DISNEY WALT CO COM | $1,332,000 | 0.0% | 7,795 | 0.0% | 0.65% | -0.3% | |
| IAU | ISHARES GOLD TRUST ISHARESishares | $1,297,000 | 0.0% | 73,284 | 0.0% | 0.63% | -0.3% | |
| USMV | ISHARES TR MSCI USA MIN VOLmsci usa min vol | $1,220,000 | 0.0% | 18,312 | 0.0% | 0.60% | -0.2% | |
| FALN | ISHARES TRUST FALLEN ANGELS BD ETFfaln angls usd | $1,203,000 | 0.0% | 41,034 | 0.0% | 0.59% | -0.3% | |
| BRKB | BERKSHIRE HATHAWAY INC COM CLASS Bcl b new | $1,186,000 | 0.0% | 5,176 | 0.0% | 0.58% | -0.2% | |
| GOOG | ALPHABET INC CAP STK CL Ccap stk cl c | $953,000 | 0.0% | 501 | 0.0% | 0.46% | -0.2% | |
| VUG | VANGUARD INDEX FDS VANGUARD GROWTH ETF FORMERLY VANGUARD INDEX TR VIPERSgrowth etf | $918,000 | 0.0% | 3,575 | 0.0% | 0.45% | -0.2% | |
| TLT | ISHARES TR YR TR BD ETF20 yr tr bd etf | $916,000 | 0.0% | 6,029 | 0.0% | 0.45% | -0.2% | |
| VEA | VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETFftse dev mkt etf | $913,000 | 0.0% | 19,222 | 0.0% | 0.45% | -0.2% | |
| IGLB | ISHARES TR YR INVST GRD10+ yr invst grd | $905,000 | 0.0% | 12,753 | 0.0% | 0.44% | -0.2% | |
| CLX | CLOROX CO COM | $862,000 | 0.0% | 4,104 | 0.0% | 0.42% | -0.2% | |
| CSCO | CISCO SYSTEMS INC | $859,000 | 0.0% | 18,927 | 0.0% | 0.42% | -0.2% | |
| PG | PROCTER AND GAMBLE CO COM | $806,000 | 0.0% | 6,251 | 0.0% | 0.39% | 0.0% | |
| SLY | SPDR SER TR SP SML CAPs&p 600 sml cap | $806,000 | 0.0% | 9,367 | 0.0% | 0.39% | 0.0% | |
| MSCI | MSCI INC | $789,000 | 0.0% | 1,895 | 0.0% | 0.38% | -0.3% | |
| EFA | ISHARES MSCI EAFE ETFmsci eafe etf | $770,000 | 0.0% | 10,524 | 0.0% | 0.38% | -0.3% | |
| VHT | VANGUARD HEALTH CARE ETFhealth car etf | $748,000 | 0.0% | 3,249 | 0.0% | 0.36% | -0.3% | |
| IEFA | ISHARES TRUST CORE MSCI EAFE ETFcore msci eafe | $742,000 | 0.0% | 10,682 | 0.0% | 0.36% | -0.3% | |
| ABBV | ABBVIE INC COM | $740,000 | +0.4% | 7,211 | 0.0% | 0.36% | 0.0% | |
| VFH | VANGUARD FINANCIALS ETFfinancials etf | $725,000 | 0.0% | 9,965 | 0.0% | 0.35% | -0.3% | |
| VTV | VANGUARD INDEX FDS VANGUARD VALUE ETF FORMERLY VANGUARD INDEX TRvalue etf | $718,000 | 0.0% | 6,041 | 0.0% | 0.35% | 0.0% | |
| FB | FACEBOOK INC-CLASS Acl a | $710,000 | 0.0% | 2,710 | 0.0% | 0.35% | 0.0% | |
| VV | VANGUARD LARGE-CAP INDEX FUNDlarge cap etf | $640,000 | 0.0% | 3,621 | 0.0% | 0.31% | 0.0% | |
| INTU | INTUIT INC | $635,000 | 0.0% | 1,701 | 0.0% | 0.31% | -0.3% | |
| T | ATT INC COM | $625,000 | 0.0% | 21,833 | 0.0% | 0.30% | -0.3% | |
| ORCL | ORACLE CORP | $620,000 | 0.0% | 10,086 | 0.0% | 0.30% | 0.0% | |
| V | VISA INC | $611,000 | 0.0% | 3,082 | 0.0% | 0.30% | -0.3% | |
| BAC | BK OF AMERICA CORP COM | $611,000 | 0.0% | 20,393 | 0.0% | 0.30% | -0.3% | |
| IBB | ISHARES TR NASDAQ BIOTECHnasdaq biotech | $587,000 | 0.0% | 3,609 | 0.0% | 0.29% | 0.0% | |
| ADP | AUTOMATIC DATA PROCESSING INC COM | $581,000 | 0.0% | 3,496 | 0.0% | 0.28% | 0.0% | |
| MXIM | MAXIM INTEGRATED PRODUCTS COM | $554,000 | 0.0% | 6,115 | 0.0% | 0.27% | 0.0% | |
| SPY | SPDR SP ETF TRUST TRUST UNIT DEPOSITARY RECEIPTtr unit | $538,000 | 0.0% | 1,430 | 0.0% | 0.26% | 0.0% | |
| XLNX | XILINX INC | $527,000 | 0.0% | 3,901 | 0.0% | 0.26% | -0.4% | |
| SBUX | STARBUCKS CORP COM | $523,000 | 0.0% | 5,309 | 0.0% | 0.26% | -0.4% | |
| IBM | INTERNATIONAL BUS MACH CORP COM | $517,000 | 0.0% | 4,295 | 0.0% | 0.25% | -0.4% | |
| NKE | NIKE INC CLASS B COMcl b | $513,000 | 0.0% | 3,784 | 0.0% | 0.25% | 0.0% | |
| PHM | PULTE GROUP INC COM | $512,000 | 0.0% | 11,451 | 0.0% | 0.25% | -0.4% | |
| HD | HOME DEPOT INC | $511,000 | 0.0% | 1,893 | 0.0% | 0.25% | 0.0% | |
| GOOGL | ALPHABET INC CAP STK CL Acap stk cl a | $509,000 | 0.0% | 269 | 0.0% | 0.25% | 0.0% | |
| VZ | VERIZON COMMUNICATIONS INC | $479,000 | 0.0% | 8,829 | 0.0% | 0.23% | 0.0% | |
| INTC | INTEL CORP COM | $459,000 | 0.0% | 8,105 | 0.0% | 0.22% | -0.4% | |
| AMGN | AMGEN INC | $446,000 | 0.0% | 1,857 | 0.0% | 0.22% | 0.0% | |
| BMY | BRISTOL-MYERS SQUIBB CO COM | $427,000 | 0.0% | 6,877 | 0.0% | 0.21% | 0.0% | |
| QQQ | INVESCO QQQ TR UNIT SERunit ser 1 | $426,000 | 0.0% | 1,324 | 0.0% | 0.21% | 0.0% | |
| XSOE | WISDOMTREE TR EM EX ST-OWNEDem ex st-owned | $411,000 | 0.0% | 9,698 | 0.0% | 0.20% | 0.0% | |
| UPS | UNITED PARCEL SERVICE INCcl b | $401,000 | 0.0% | 2,566 | 0.0% | 0.20% | 0.0% | |
| HYG | ISHARES TR IBOXX HI YD ETFiboxx hi yd etf | $400,000 | 0.0% | 4,610 | 0.0% | 0.20% | -0.5% | |
| MRK | MERCK CO INC COM | $394,000 | 0.0% | 5,093 | 0.0% | 0.19% | -0.5% | |
| NKTR | NEKTAR THERAPEUTICS | $393,000 | 0.0% | 19,000 | 0.0% | 0.19% | 0.0% | |
| PEP | PEPSICO INC | $393,000 | 0.0% | 2,873 | 0.0% | 0.19% | 0.0% | |
| JPM | JPMORGAN CHASE CO | $386,000 | 0.0% | 2,980 | 0.0% | 0.19% | 0.0% | |
| JNJ | JOHNSON JOHNSON COM | $371,000 | 0.0% | 2,281 | 0.0% | 0.18% | -0.5% | |
| BNDX | VANGUARD CHARLOTTE TOTAL INTL BD INDEX FD ETFintl bd idx etf | $367,000 | 0.0% | 6,308 | 0.0% | 0.18% | -0.6% | |
| VWO | VANGUARD INTL EQUITY INDEX FDS FTSE EMR MKT ETFftse emr mkt etf | $361,000 | 0.0% | 6,822 | 0.0% | 0.18% | -0.6% | |
| PEG | PUBLIC SVC ENTERPRISE GRP INC COM | $355,000 | 0.0% | 6,227 | 0.0% | 0.17% | -0.6% | |
| ABM | Sell | ABM INDUSTRIES INC | $344,000 | 0.0% | 8,997 | -0.0% | 0.17% | 0.0% |
| ABT | Sell | ABBOTT LABORATORIES | $342,000 | -7.8% | 3,022 | -0.3% | 0.17% | -8.2% |
| KO | COCA-COLA CO | $313,000 | 0.0% | 6,473 | 0.0% | 0.15% | 0.0% | |
| WFC | WELLS FARGO CO NEW COM | $291,000 | 0.0% | 9,736 | 0.0% | 0.14% | 0.0% | |
| QUAL | ISHARES TR MSCI USA QLT FCTmsci usa qlt fct | $279,000 | 0.0% | 2,438 | 0.0% | 0.14% | -0.7% | |
| BA | BOEING CO COM | $269,000 | 0.0% | 1,376 | 0.0% | 0.13% | -0.8% | |
| ALL | ALLSTATE CORP COM | $267,000 | 0.0% | 2,461 | 0.0% | 0.13% | -0.8% | |
| NEE | NEXTERA ENERGY INC COM | $264,000 | 0.0% | 3,237 | 0.0% | 0.13% | 0.0% | |
| IEF | ISHARES TR BARCLAYS YRbarclays 7 10 yr | $262,000 | 0.0% | 2,215 | 0.0% | 0.13% | 0.0% | |
| PDO | New | PIMCO DYNAMIC INCOME OPRNTS FD COM BEN | $254,000 | – | 12,500 | +100.0% | 0.12% | – |
| AXP | AMERICAN EXPRESS CO COM | $252,000 | 0.0% | 2,160 | 0.0% | 0.12% | 0.0% | |
| TGT | TARGET CORP | $247,000 | 0.0% | 1,345 | 0.0% | 0.12% | 0.0% | |
| SHYG | ISHARES TRUST -YR HIGH YIELD CORP BD0-5yr hi yl cp | $244,000 | 0.0% | 5,382 | 0.0% | 0.12% | 0.0% | |
| BND | VANGUARD BD INDEX FDS TOTAL BND MRKTtotal bnd mrkt | $237,000 | 0.0% | 2,724 | 0.0% | 0.12% | 0.0% | |
| PFE | PFIZER INC | $238,000 | 0.0% | 6,652 | 0.0% | 0.12% | 0.0% | |
| BSV | VANGUARD BD INDEX FDS SHORT TRM BONDshort trm bond | $232,000 | 0.0% | 2,809 | 0.0% | 0.11% | -0.9% | |
| BK | BANK OF NEW YORK MELLON CORP COM | $227,000 | 0.0% | 5,625 | 0.0% | 0.11% | 0.0% | |
| LOW | LOWES COMPANIES INC COM | $226,000 | 0.0% | 1,388 | 0.0% | 0.11% | -0.9% | |
| UNP | UNION PAC CORP COM | $222,000 | 0.0% | 1,119 | 0.0% | 0.11% | -0.9% | |
| D | DOMINION ENERGY INC COM | $217,000 | 0.0% | 2,994 | 0.0% | 0.11% | 0.0% | |
| FDD | FIRST TR STOXX OPEAN SELECT COMMON | $215,000 | 0.0% | 16,713 | 0.0% | 0.10% | 0.0% | |
| PFF | ISHARES TR PFD AND INCM SECpfd and incm sec | $215,000 | 0.0% | 5,674 | 0.0% | 0.10% | 0.0% | |
| LLY | ELI LILLY AND CO | $212,000 | 0.0% | 1,046 | 0.0% | 0.10% | 0.0% | |
| UNH | UNITEDHEALTH GROUP INC | $212,000 | 0.0% | 636 | 0.0% | 0.10% | 0.0% | |
| NVS | NOVARTIS AG SPONSORED ADRsponsored adr | $212,000 | 0.0% | 2,371 | 0.0% | 0.10% | 0.0% | |
| XOM | EXXON MOBIL CORP | $208,000 | 0.0% | 4,651 | 0.0% | 0.10% | 0.0% | |
| GII | SPDR FTSEMACQUARIE GLOBAL INFRASTRUCTURE ETFs&p gblinf etf | $199,000 | 0.0% | 4,028 | 0.0% | 0.10% | 0.0% | |
| EXR | EXTRA SPACE STORAGE INC | $197,000 | 0.0% | 1,697 | 0.0% | 0.10% | 0.0% | |
| DIA | SPDR DOW JONES INDL AVERAGE ET UT SERut ser 1 | $197,000 | 0.0% | 654 | 0.0% | 0.10% | 0.0% | |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUNDvg tl intl stk f | $195,000 | 0.0% | 3,180 | 0.0% | 0.10% | 0.0% | |
| IJK | ISHARES SP MID-CAP GROWTH ETFs&p mc 400gr etf | $190,000 | 0.0% | 2,530 | 0.0% | 0.09% | 0.0% | |
| IWF | ISHARES TR RUS GRW ETFrus 1000 grw etf | $184,000 | 0.0% | 756 | 0.0% | 0.09% | 0.0% | |
| EFAV | ISHARES TR MSCI EAFE MIN VLmsci eafe min vl | $183,000 | 0.0% | 2,507 | 0.0% | 0.09% | -1.1% | |
| IWD | ISHARES RUSSELL VALUE ETFrus 1000 val etf | $181,000 | 0.0% | 1,322 | 0.0% | 0.09% | -1.1% | |
| USB | US BANCORP | $180,000 | 0.0% | 4,210 | 0.0% | 0.09% | 0.0% | |
| VIG | VANGUARD SPECIALIZED FUNDS DIV APP ETFdiv app etf | $179,000 | 0.0% | 1,294 | 0.0% | 0.09% | -1.1% | |
| COST | COSTCO WHOLESALE CORP COM | $179,000 | 0.0% | 510 | 0.0% | 0.09% | -1.1% | |
| DUK | DUKE ENERGY CORP NEW COM NEW | $176,000 | 0.0% | 1,891 | 0.0% | 0.09% | 0.0% | |
| IVW | ISHARES SP GROWTH ETFs&p 500 grwt etf | $177,000 | 0.0% | 2,736 | 0.0% | 0.09% | -1.1% | |
| CMCSA | COMCAST CORPcl a | $174,000 | 0.0% | 3,481 | 0.0% | 0.08% | 0.0% | |
| PM | PHILIP MORRIS INTERNATIONAL INC COM | $174,000 | 0.0% | 2,202 | 0.0% | 0.08% | 0.0% | |
| BP | BP PLC SPONSORED ADRsponsored adr | $171,000 | 0.0% | 7,741 | 0.0% | 0.08% | 0.0% | |
| IVE | ISHARES SP VALUE ETFs&p 500 val etf | $172,000 | 0.0% | 1,356 | 0.0% | 0.08% | 0.0% | |
| NVDA | NVIDIA CORPORATION COM | $169,000 | 0.0% | 320 | 0.0% | 0.08% | 0.0% | |
| EWJ | ISHARES INC MSCI JPN ETF NEWmsci jpn etf new | $169,000 | 0.0% | 2,502 | 0.0% | 0.08% | 0.0% | |
| PSX | PHILLIPS COM | $169,000 | 0.0% | 2,513 | 0.0% | 0.08% | 0.0% | |
| GILD | GILEAD SCIENCES INC COM | $170,000 | 0.0% | 2,623 | 0.0% | 0.08% | 0.0% | |
| DEO | DIAGEO ADR R ORD GBXspon adr new | $165,000 | 0.0% | 1,030 | 0.0% | 0.08% | 0.0% | |
| ESS | ESSEX PROPERTY TRUST INC COM | $164,000 | 0.0% | 681 | 0.0% | 0.08% | 0.0% | |
| SCHB | SCHWAB US BROAD MARKET ETFus brd mkt etf | $164,000 | 0.0% | 1,782 | 0.0% | 0.08% | 0.0% | |
| RTX | RAYTHEON TECHNOLOGIES CORP COM | $160,000 | 0.0% | 2,396 | 0.0% | 0.08% | 0.0% | |
| BIV | VANGUARD BD INDEX FDS INTERMED TERMintermed term | $158,000 | 0.0% | 1,723 | 0.0% | 0.08% | 0.0% | |
| GLD | SPDR GOLD TR GOLD | $154,000 | 0.0% | 888 | 0.0% | 0.08% | 0.0% | |
| SONY | SONY CORP SPON ADR R ORDsponsored adr | $151,000 | 0.0% | 1,533 | 0.0% | 0.07% | 0.0% | |
| TXN | TEXAS INSTRUMENTS INC COM | $150,000 | 0.0% | 873 | 0.0% | 0.07% | 0.0% | |
| SRE | SEMPRA ENERGY | $147,000 | 0.0% | 1,181 | 0.0% | 0.07% | 0.0% | |
| IJH | ISHARES SP MIDCAP INDEX FUNDcore s&p mcp etf | $147,000 | 0.0% | 620 | 0.0% | 0.07% | 0.0% | |
| AGG | ISHARES CORE US AGGREGATE BOND ETFcore us aggbd et | $144,000 | 0.0% | 1,232 | 0.0% | 0.07% | 0.0% | |
| BIIB | BIOGEN INC COM | $142,000 | 0.0% | 511 | 0.0% | 0.07% | 0.0% | |
| GCC | WISDOMTREE TR ENHNCD CMMDTY STenhncd cmmdty st | $140,000 | 0.0% | 7,218 | 0.0% | 0.07% | -1.4% | |
| BLV | VANGUARD BD INDEX FDS LONG TERM BONDlong term bond | $139,000 | 0.0% | 1,311 | 0.0% | 0.07% | 0.0% | |
| DELL | DELL TECHNOLOGIES INC CL Ccl c | $138,000 | 0.0% | 1,871 | 0.0% | 0.07% | -1.5% | |
| HSY | HERSHEY COMPANY COM | $138,000 | 0.0% | 951 | 0.0% | 0.07% | -1.5% | |
| MDT | MEDTRONIC PLC | $136,000 | 0.0% | 1,224 | 0.0% | 0.07% | -1.5% | |
| MGK | VANGUARD MEGA CAP GROWTH INDEX FUNDmega grwth ind | $134,000 | 0.0% | 651 | 0.0% | 0.06% | -1.5% | |
| XLU | UTILITIES SELECT SECTOR SPDR FUNDsbi int-utils | $134,000 | 0.0% | 2,156 | 0.0% | 0.06% | -1.5% | |
| VT | VANGUARD INTL EQUITY INDEX FDS TT WRLD ST ETFtt wrld st etf | $133,000 | 0.0% | 1,419 | 0.0% | 0.06% | 0.0% | |
| PLD | PROLOGIS INC COM | $133,000 | 0.0% | 1,256 | 0.0% | 0.06% | 0.0% | |
| VMBS | VANGUARD SCOTTSDALE FDS VANGUARD MTG-BACKED SECS IDX FD ETFmortg-back sec | $130,000 | 0.0% | 2,406 | 0.0% | 0.06% | -1.6% | |
| GE | GENERAL ELECTRIC CO COM | $130,000 | 0.0% | 12,119 | 0.0% | 0.06% | -1.6% | |
| VCIT | VANGUARD INTERMEDIATE TERM CORPORATE BOND ETFint-term corp | $129,000 | 0.0% | 1,348 | 0.0% | 0.06% | 0.0% | |
| NCV | New | VIRTUS ALLIANZGI CONVERTIBLE COM | $129,000 | – | 22,262 | +100.0% | 0.06% | – |
| MCD | MCDONALD S CORP | $127,000 | 0.0% | 614 | 0.0% | 0.06% | 0.0% | |
| ZTS | ZOETIS INCcl a | $125,000 | 0.0% | 809 | 0.0% | 0.06% | 0.0% | |
| UL | UNILEVER PLC SPON ADR NEWspon adr new | $123,000 | 0.0% | 2,120 | 0.0% | 0.06% | 0.0% | |
| VNQ | VANGUARD REAL ESTATE ETFreal estate etf | $123,000 | 0.0% | 1,416 | 0.0% | 0.06% | 0.0% | |
| WEC | WEC ENERGY GROUP INC COM | $120,000 | 0.0% | 1,359 | 0.0% | 0.06% | 0.0% | |
| BABA | ALIBABA GROUP HOLDING LTD SPON ADS ORDsponsored ads | $120,000 | 0.0% | 456 | 0.0% | 0.06% | 0.0% | |
| HTA | HEALTHCARE TRUST OF AMERICA INCcl a new | $121,000 | 0.0% | 4,180 | 0.0% | 0.06% | 0.0% | |
| WBA | WALGREENS BOOTS ALLIANCE INC | $118,000 | 0.0% | 2,419 | 0.0% | 0.06% | 0.0% | |
| NEAR | ISHARES U S ETF TR BLACKROCK ST MATblackrock st mat | $119,000 | 0.0% | 2,379 | 0.0% | 0.06% | 0.0% | |
| KR | KROGER CO COM | $119,000 | 0.0% | 3,558 | 0.0% | 0.06% | 0.0% | |
| CRM | SALESFORCECOM INC COM | $116,000 | 0.0% | 511 | 0.0% | 0.06% | 0.0% | |
| GPN | GLOBAL PAYMENTS INC | $112,000 | 0.0% | 613 | 0.0% | 0.06% | 0.0% | |
| WELL | WELLTOWER INC COM | $113,000 | 0.0% | 1,808 | 0.0% | 0.06% | 0.0% | |
| AVA | AVISTA CORP | $112,000 | 0.0% | 2,961 | 0.0% | 0.06% | 0.0% | |
| QCOM | QUALCOMM INC | $112,000 | 0.0% | 699 | 0.0% | 0.06% | 0.0% | |
| SYY | SYSCO CORP | $110,000 | 0.0% | 1,539 | 0.0% | 0.05% | 0.0% | |
| TT | TRANE TECHNOLOGIES PLC COM | $108,000 | 0.0% | 756 | 0.0% | 0.05% | 0.0% | |
| HDV | ISHARES CORE HIGH DIVIDEND ETFcore high dv etf | $108,000 | 0.0% | 1,240 | 0.0% | 0.05% | 0.0% | |
| MDLZ | MONDELEZ INTL INC COMcl a | $107,000 | 0.0% | 1,952 | 0.0% | 0.05% | 0.0% | |
| DTE | DTE ENERGY CO | $107,000 | 0.0% | 899 | 0.0% | 0.05% | 0.0% | |
| IGIB | ISHARES TR I -YR INVT | $106,000 | 0.0% | 1,740 | 0.0% | 0.05% | 0.0% | |
| HTBK | HERITAGE COMM CORP COM | $107,000 | 0.0% | 12,393 | 0.0% | 0.05% | 0.0% | |
| WMT | WALMART INC COM | $105,000 | 0.0% | 759 | 0.0% | 0.05% | 0.0% | |
| SDY | SPDR SER TR SP DIVID ETFs&p divid etf | $102,000 | 0.0% | 961 | 0.0% | 0.05% | 0.0% | |
| VMW | VMWARE INC | $102,000 | 0.0% | 740 | 0.0% | 0.05% | 0.0% | |
| ACN | Sell | ACCENTURE PLC | $100,000 | 0.0% | 406 | -0.2% | 0.05% | 0.0% |
| MA | MASTERCARD INCORPORATED CL Acl a | $100,000 | 0.0% | 311 | 0.0% | 0.05% | 0.0% | |
| VYM | VANGUARD WHITEHALL FDS HIGH DIV YLDhigh div yld | $100,000 | 0.0% | 1,096 | 0.0% | 0.05% | 0.0% | |
| NSC | NORFOLK SOUTHN CORP COM | $100,000 | 0.0% | 420 | 0.0% | 0.05% | 0.0% | |
| PHG | KONINKLIJKE PHILIPS ADRny reg sh new | $99,000 | 0.0% | 1,762 | 0.0% | 0.05% | 0.0% | |
| BEAM | BEAM THERAPEUTICS INC COM | $98,000 | 0.0% | 1,000 | 0.0% | 0.05% | 0.0% | |
| JETS | ETF SER SOLUTIONS US GLB JETSus glb jets | $96,000 | 0.0% | 4,473 | 0.0% | 0.05% | 0.0% | |
| XLK | SELECT SECTOR SPDR TRUST TECHNOLOGY SELECT SECTOR DIStechnology | $97,000 | 0.0% | 735 | 0.0% | 0.05% | 0.0% | |
| AMT | AMERICAN TOWER CORP COM | $96,000 | 0.0% | 411 | 0.0% | 0.05% | 0.0% | |
| MO | ALTRIA GROUP INC | $95,000 | 0.0% | 2,336 | 0.0% | 0.05% | 0.0% | |
| USIG | ISHARES TR INV GRDE ETFusd inv grde etf | $92,000 | 0.0% | 1,516 | 0.0% | 0.04% | 0.0% | |
| AMD | Buy | ADVANCED MICRO DEVICES INC | $92,000 | -1.1% | 1,064 | +0.1% | 0.04% | -2.2% |
| ARKK | ARK ETF TR INNOVATION ETFinnovation etf | $92,000 | 0.0% | 646 | 0.0% | 0.04% | 0.0% | |
| DG | DOLLAR GEN CORP NEW COM | $91,000 | 0.0% | 473 | 0.0% | 0.04% | -2.2% | |
| CCI | CROWN CASTLE INTL CORP NEW COM | $90,000 | 0.0% | 553 | 0.0% | 0.04% | 0.0% | |
| HON | HONEYWELL INTERNATIONAL INC COM | $88,000 | 0.0% | 455 | 0.0% | 0.04% | 0.0% | |
| FLOT | ISHARES TR FLTG RATE NT ETFfltg rate nt etf | $89,000 | 0.0% | 1,752 | 0.0% | 0.04% | -2.3% | |
| ADBE | ADOBE SYSTEMS INCORPORATED COM | $88,000 | +3.5% | 181 | 0.0% | 0.04% | +2.4% | |
| FTEC | FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETFmsci info tech i | $88,000 | 0.0% | 832 | 0.0% | 0.04% | 0.0% | |
| EMR | EMERSON ELECTRIC CO | $88,000 | 0.0% | 1,100 | 0.0% | 0.04% | 0.0% | |
| FDX | FEDEX CORP COM | $89,000 | 0.0% | 373 | 0.0% | 0.04% | -2.3% | |
| COP | CONOCOPHILLIPS COM | $88,000 | 0.0% | 2,172 | 0.0% | 0.04% | 0.0% | |
| LTC | LTC PROPERTIES INC | $85,000 | 0.0% | 2,142 | 0.0% | 0.04% | 0.0% | |
| ARKG | ARK ETF TR GENOMIC REV ETFgenomic rev etf | $86,000 | 0.0% | 824 | 0.0% | 0.04% | 0.0% | |
| CM | CANADIAN IMPERIAL BANK OF COMMERCE COM | $83,000 | 0.0% | 980 | 0.0% | 0.04% | 0.0% | |
| HPQ | HP INC COM | $84,000 | 0.0% | 3,467 | 0.0% | 0.04% | 0.0% | |
| XLF | SELECT SECTOR SPDR TRUST AMEX FINANCIAL SELECT INDEX DISsbi int-finl | $83,000 | 0.0% | 2,860 | 0.0% | 0.04% | 0.0% | |
| KMB | KIMBERLY-CLARK CORP COM | $84,000 | 0.0% | 635 | 0.0% | 0.04% | 0.0% | |
| HBAN | HUNTINGTON BANCSHARES INC COM | $81,000 | 0.0% | 6,195 | 0.0% | 0.04% | 0.0% | |
| UBER | UBER TECHNOLOGIES INC COM | $82,000 | 0.0% | 1,571 | 0.0% | 0.04% | 0.0% | |
| DHI | DR HORTON INC COM STK | $81,000 | 0.0% | 1,063 | 0.0% | 0.04% | 0.0% | |
| MMM | Buy | 3M CO | $81,000 | 0.0% | 470 | +0.6% | 0.04% | 0.0% |
| CGC | CANOPY GROWTH CORPORATION COM | $82,000 | 0.0% | 2,067 | 0.0% | 0.04% | 0.0% | |
| BLK | BLACKROCK INC COM | $81,000 | 0.0% | 114 | 0.0% | 0.04% | 0.0% | |
| FXH | FIRST TR EXCHANGE TRADED FD II HEALTH CARE ALPHADEX FD ANNUALhlth care alph | $80,000 | 0.0% | 735 | 0.0% | 0.04% | 0.0% | |
| IWM | ISHARES RUSSELL ETFrussell 2000 etf | $79,000 | 0.0% | 376 | 0.0% | 0.04% | 0.0% | |
| ARKW | ARK ETF TR NEXT GNRTN INTERnext gnrtn inter | $77,000 | 0.0% | 469 | 0.0% | 0.04% | 0.0% | |
| GRMN | GARMIN LTD COM CHF | $78,000 | 0.0% | 665 | 0.0% | 0.04% | 0.0% | |
| TTD | THE TRADE DESK INC COM CL A | $77,000 | 0.0% | 98 | 0.0% | 0.04% | 0.0% | |
| EMB | ISHARES TR JP MOR EM MK ETFjpmorgan usd emg | $76,000 | 0.0% | 670 | 0.0% | 0.04% | 0.0% | |
| VOD | VODAFONE GROUP SPON ADR ORDsponsored adr | $76,000 | 0.0% | 4,379 | 0.0% | 0.04% | 0.0% | |
| RPG | INVESCO EXCHANGE TRADED FD TR SP PUR GWTs&p500 pur gwt | $76,000 | 0.0% | 463 | 0.0% | 0.04% | 0.0% | |
| VRTX | VERTEX PHARMACEUTICALS INC | $75,000 | 0.0% | 325 | 0.0% | 0.04% | 0.0% | |
| GS | GOLDMAN SACHS GROUP INC COM | $74,000 | 0.0% | 270 | 0.0% | 0.04% | 0.0% | |
| SHW | SHERWIN-WILLIAMS CO | $73,000 | 0.0% | 105 | 0.0% | 0.04% | 0.0% | |
| VCSH | VANGUARD SCOTTSDALE FDS VANGUARD SHORT-TERM CORPORATE BD INDEX FD ETFshrt trm corp bd | $71,000 | 0.0% | 860 | 0.0% | 0.04% | 0.0% | |
| SNY | SANOFI ADR REP ORDsponsored adr | $72,000 | 0.0% | 1,525 | 0.0% | 0.04% | 0.0% | |
| TMO | THERMO FISHER SCIENTIFIC INC | $71,000 | 0.0% | 139 | 0.0% | 0.04% | 0.0% | |
| HPE | HEWLETT PACKARD ENTERPRISE CO COM | $71,000 | 0.0% | 5,749 | 0.0% | 0.04% | 0.0% | |
| ASML | ASML HOLDING NV NY REGISTRY | $71,000 | 0.0% | 129 | 0.0% | 0.04% | 0.0% | |
| CNI | CANADIAN NATL RY CO COM | $69,000 | 0.0% | 675 | 0.0% | 0.03% | 0.0% | |
| SCD | LMP CAP INCOME FD INC COM | $68,000 | 0.0% | 5,750 | 0.0% | 0.03% | 0.0% | |
| CDW | CDW CORP COM | $68,000 | 0.0% | 494 | 0.0% | 0.03% | 0.0% | |
| BTI | BRITISH AMERICAN TOBACCO LVL II ADRsponsored adr | $67,000 | 0.0% | 1,847 | 0.0% | 0.03% | 0.0% | |
| NFLX | NETFLIX INC | $67,000 | 0.0% | 125 | 0.0% | 0.03% | 0.0% | |
| FDN | FIRST TR EXCHANGE TRADED FD DOW JONES INTERNET INDEX FDdj internt idx | $68,000 | 0.0% | 310 | 0.0% | 0.03% | 0.0% | |
| TSM | TAIWAN SEMICONDUCTOR MANUFACTURING SPON ADS ORD TWDsponsored ads | $66,000 | 0.0% | 525 | 0.0% | 0.03% | 0.0% | |
| A | Buy | AGILENT TECHNOLOGIES INC COM | $66,000 | +1.5% | 541 | +0.6% | 0.03% | 0.0% |
| CAT | CATERPILLAR INC COM | $66,000 | 0.0% | 360 | 0.0% | 0.03% | 0.0% | |
| DGRW | WISDOMTREE TR US QUALITY DIVID GROWTH FDus qtly div grt | $65,000 | 0.0% | 1,215 | 0.0% | 0.03% | 0.0% | |
| BCE | BCE INC COM NEW | $66,000 | 0.0% | 1,569 | 0.0% | 0.03% | 0.0% | |
| SPGI | SP GLOBAL INC COM | $66,000 | 0.0% | 207 | 0.0% | 0.03% | 0.0% | |
| SO | SOUTHERN CO | $66,000 | 0.0% | 1,124 | 0.0% | 0.03% | 0.0% | |
| VO | VANGUARD MID-CAP INDEX FUNDmid cap etf | $64,000 | 0.0% | 310 | 0.0% | 0.03% | 0.0% | |
| LMT | LOCKHEED MARTIN CORP COM | $64,000 | 0.0% | 197 | 0.0% | 0.03% | 0.0% | |
| EDIT | EDITAS MEDICINE INC COM | $62,000 | 0.0% | 1,000 | 0.0% | 0.03% | 0.0% | |
| ENB | ENBRIDGE INC COM | $62,000 | 0.0% | 1,835 | 0.0% | 0.03% | 0.0% | |
| NHI | NATIONAL HEALTH INVESTORS INC | $62,000 | 0.0% | 924 | 0.0% | 0.03% | 0.0% | |
| ILCB | ISHARES MORNINGSTAR LARGE-CAP ETFmorningstr us eq | $59,000 | 0.0% | 278 | 0.0% | 0.03% | 0.0% | |
| FHLC | FIDELITY MSCI HEALTH CARE INDEX ETFmsci hlth care i | $60,000 | 0.0% | 1,013 | 0.0% | 0.03% | 0.0% | |
| PAYX | PAYCHEX INC COM | $59,000 | 0.0% | 664 | 0.0% | 0.03% | 0.0% | |
| SPIB | SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETFportfolio intrmd | $60,000 | 0.0% | 1,635 | 0.0% | 0.03% | 0.0% | |
| ROP | ROPER TECHNOLOGIES INC | $59,000 | 0.0% | 152 | 0.0% | 0.03% | 0.0% | |
| SCJ | ISHARES INC MSCI JAPN SMCETFmsci japn smcetf | $59,000 | 0.0% | 750 | 0.0% | 0.03% | 0.0% | |
| ADI | ANALOG DEVICES INC COM | $60,000 | 0.0% | 399 | 0.0% | 0.03% | 0.0% | |
| ARKF | ARK ETF TR FINTECH INNOVAfintech innova | $60,000 | 0.0% | 1,113 | 0.0% | 0.03% | 0.0% | |
| SPLG | SPDR PORTFOLIO SP ETFportfolio s&p500 | $59,000 | 0.0% | 1,338 | 0.0% | 0.03% | 0.0% | |
| CARR | CARRIER GLOBAL CORPORATION COM | $59,000 | 0.0% | 1,532 | 0.0% | 0.03% | 0.0% | |
| FDS | FACTSET RESEARCH SYSTEMS INC | $59,000 | 0.0% | 190 | 0.0% | 0.03% | 0.0% | |
| DXJ | WISDOMTREE JAPAN HEDGED EQUITY FUNDjapn hedge eqt | $57,000 | 0.0% | 1,032 | 0.0% | 0.03% | 0.0% | |
| C | CITIGROUP INC | $57,000 | 0.0% | 980 | 0.0% | 0.03% | 0.0% | |
| UTG | REAVES UTILITY INCOME FUND | $57,000 | 0.0% | 1,750 | 0.0% | 0.03% | 0.0% | |
| RSG | REPUBLIC SERVICES INC | $58,000 | 0.0% | 641 | 0.0% | 0.03% | 0.0% | |
| NTAP | NETAPP INC | $56,000 | 0.0% | 854 | 0.0% | 0.03% | 0.0% | |
| BAB | INVESCO EXCH TRADED FD TR II TAXABLE MUN BDtaxable mun bd | $55,000 | 0.0% | 1,650 | 0.0% | 0.03% | 0.0% | |
| WY | WEYERHAEUSER CO MTN BE COM NEW | $55,000 | 0.0% | 1,747 | 0.0% | 0.03% | 0.0% | |
| VDE | VANGUARD ENERGY INDEX ETFenergy etf | $56,000 | 0.0% | 1,035 | 0.0% | 0.03% | 0.0% | |
| IQDF | FLEXSHARES TRUST INTERNATIONAL QUALITY DIV IDXintl qltdv idx | $55,000 | 0.0% | 2,242 | 0.0% | 0.03% | 0.0% | |
| DAL | DELTA AIR LINES INC | $56,000 | 0.0% | 1,507 | 0.0% | 0.03% | 0.0% | |
| KBH | KB HOME | $56,000 | 0.0% | 1,355 | 0.0% | 0.03% | 0.0% | |
| NGG | NATIONAL GRID SPON ADR ORD POST SPLTsponsored adr ne | $54,000 | 0.0% | 915 | 0.0% | 0.03% | 0.0% | |
| XYL | XYLEM INC COM | $53,000 | 0.0% | 552 | 0.0% | 0.03% | 0.0% | |
| YUM | YUM BRANDS INC | $54,000 | 0.0% | 530 | 0.0% | 0.03% | 0.0% | |
| RIO | RIO TINTO ADR ORDsponsored adr | $54,000 | 0.0% | 689 | 0.0% | 0.03% | 0.0% | |
| ITOT | ISHARES CORE SP TOTAL US STOCK MARKET ETFcore s&p ttl stk | $53,000 | 0.0% | 608 | 0.0% | 0.03% | 0.0% | |
| LUMN | New | LUMEN TECHNOLOGIES INC COM | $54,000 | – | 4,645 | +100.0% | 0.03% | – |
| XLV | HEALTH CARE SELECT SECTOR SPDRsbi healthcare | $53,000 | 0.0% | 461 | 0.0% | 0.03% | 0.0% | |
| PSA | PUBLIC STORAGE COM | $54,000 | 0.0% | 236 | 0.0% | 0.03% | 0.0% | |
| NJR | NEW JERSEY RES CORP COM | $53,000 | 0.0% | 1,488 | 0.0% | 0.03% | 0.0% | |
| DNP | DNP SELECT INCOME FD INC COM | $51,000 | 0.0% | 5,000 | 0.0% | 0.02% | 0.0% | |
| SPLV | INVESCO EXCH TRADED FD TR II SP LOW VOLs&p500 low vol | $51,000 | 0.0% | 930 | 0.0% | 0.02% | 0.0% | |
| NOC | NORTHROP GRUMMAN CORP COM | $49,000 | 0.0% | 167 | 0.0% | 0.02% | 0.0% | |
| DVY | ISHARES SELECT DIVIDEND ETFselect divid etf | $50,000 | 0.0% | 517 | 0.0% | 0.02% | 0.0% | |
| MGA | MAGNA INTL INC COM | $50,000 | 0.0% | 705 | 0.0% | 0.02% | 0.0% | |
| WIW | WESTERN AST INFL LKD OPP INM COM | $49,000 | 0.0% | 3,985 | 0.0% | 0.02% | 0.0% | |
| PEAK | HEALTHPEAK PROPERTIES INC COM | $50,000 | 0.0% | 1,657 | 0.0% | 0.02% | 0.0% | |
| FPE | FIRST TR EXCHANGE TRADED FD III FIRST TR PFD SECS INCOME ETFpfd secs inc etf | $48,000 | 0.0% | 2,409 | 0.0% | 0.02% | 0.0% | |
| BRG | BLUEROCK RESIDENTIAL GWT REIT COM CL A | $48,000 | 0.0% | 4,677 | 0.0% | 0.02% | 0.0% | |
| WTRG | ESSENTIAL UTILS INC COM | $47,000 | 0.0% | 1,000 | 0.0% | 0.02% | 0.0% | |
| NLY | ANNALY CAPITAL MANAGEMENT INC COM | $48,000 | 0.0% | 5,900 | 0.0% | 0.02% | 0.0% | |
| FV | FIRST TR EXCHANGE TRADED FD VI DORSEY WRIGHT FOCUS ETFdorsey wrt 5 etf | $48,000 | 0.0% | 1,164 | 0.0% | 0.02% | 0.0% | |
| GIS | GENERAL MILLS INC COM | $47,000 | 0.0% | 817 | 0.0% | 0.02% | 0.0% | |
| BOND | PIMCO ETF TR ACTIVE BD ETFactive bd etf | $47,000 | 0.0% | 420 | 0.0% | 0.02% | 0.0% | |
| CGNX | COGNEX CORP COM | $46,000 | 0.0% | 552 | 0.0% | 0.02% | -4.3% | |
| VIS | VANGUARD INDUSTRIALS ETFindustrial etf | $45,000 | 0.0% | 271 | 0.0% | 0.02% | 0.0% | |
| IWV | ISHARES RUSSELL INDEX FUNDrussell 3000 etf | $46,000 | 0.0% | 206 | 0.0% | 0.02% | -4.3% | |
| SIRI | SIRIUS XM HOLDINGS INC COM | $46,000 | 0.0% | 7,472 | 0.0% | 0.02% | -4.3% | |
| PJP | INVESCO EXCHANGE TRADED FD TR DYNMC PHRMCTLSdynmc phrmctls | $46,000 | 0.0% | 594 | 0.0% | 0.02% | -4.3% | |
| OTIS | OTIS WORLDWIDE CORP COM | $46,000 | 0.0% | 718 | 0.0% | 0.02% | -4.3% | |
| PNC | PNC FINANCIAL SERVICES GROUP COM | $45,000 | 0.0% | 309 | 0.0% | 0.02% | 0.0% | |
| OKE | ONEOK INC COM | $45,000 | 0.0% | 1,135 | 0.0% | 0.02% | 0.0% | |
| IYY | ISHARES DOW JONES US ETFdow jones us etf | $44,000 | 0.0% | 472 | 0.0% | 0.02% | -4.5% | |
| APHA | APHRIA INC COM | $43,000 | 0.0% | 3,455 | 0.0% | 0.02% | 0.0% | |
| GSK | GLAXOSMITHKLINE ADR REP TWO ORDsponsored adr | $44,000 | 0.0% | 1,190 | 0.0% | 0.02% | -4.5% | |
| WM | WASTE MANAGEMENT INC | $44,000 | 0.0% | 399 | 0.0% | 0.02% | -4.5% | |
| NEP | NEXTERA ENERGY PARTNERS LP COM UNIT PART IN | $43,000 | 0.0% | 520 | 0.0% | 0.02% | 0.0% | |
| BIO | BIO RAD LABORATORIES INCcl a | $43,000 | 0.0% | 74 | 0.0% | 0.02% | 0.0% | |
| YUMC | YUM CHINA HLDGS INC COM | $42,000 | 0.0% | 734 | 0.0% | 0.02% | 0.0% | |
| DSI | ISHARES TR MSCI KLD SOCmsci kld400 soc | $42,000 | 0.0% | 589 | 0.0% | 0.02% | 0.0% | |
| IHE | ISHARES TR US PHARMA ETFu.s. pharma etf | $44,000 | 0.0% | 246 | 0.0% | 0.02% | -4.5% | |
| DD | DUPONT DE NEMOURS INC COM | $42,000 | 0.0% | 583 | 0.0% | 0.02% | 0.0% | |
| AEP | AMERICAN ELEC PWR CO INC COM | $44,000 | 0.0% | 545 | 0.0% | 0.02% | -4.5% | |
| SMG | SCOTTS MIRACLE-GRO CO CL Acl a | $43,000 | 0.0% | 191 | 0.0% | 0.02% | 0.0% | |
| RDOG | ALPS ETF TR REIT DIVIDE DOGSreit divide dogs | $43,000 | 0.0% | 1,032 | 0.0% | 0.02% | 0.0% | |
| NOK | NOKIA OYJ ADR R ORDsponsored adr | $42,000 | 0.0% | 8,677 | 0.0% | 0.02% | 0.0% | |
| SPLK | SPLUNK INC COM | $42,000 | 0.0% | 246 | 0.0% | 0.02% | 0.0% | |
| GLW | CORNING INC | $40,000 | 0.0% | 1,127 | 0.0% | 0.02% | 0.0% | |
| NLOK | NORTONLIFELOCK INC COM | $40,000 | 0.0% | 1,874 | 0.0% | 0.02% | 0.0% | |
| LULU | LULULEMON ATHLETICA INC COM | $40,000 | 0.0% | 121 | 0.0% | 0.02% | 0.0% | |
| PPH | VANECK VECTORS ETF TR PHARMACEUTICALpharmaceutical | $40,000 | 0.0% | 596 | 0.0% | 0.02% | 0.0% | |
| IEMG | ISHARES INC CORE MSCI EMERGING MKTS ETFcore msci emkt | $41,000 | 0.0% | 625 | 0.0% | 0.02% | 0.0% | |
| ISRG | INTUITIVE SURGICAL INC | $41,000 | 0.0% | 56 | 0.0% | 0.02% | 0.0% | |
| ATVI | Sell | ACTIVISION BLIZZARD INC COM | $41,000 | +5.1% | 421 | -3.2% | 0.02% | +5.3% |
| RF | REGIONS FINANCIAL CORP NEW COM | $40,000 | 0.0% | 2,324 | 0.0% | 0.02% | 0.0% | |
| ALC | ALCON INC | $40,000 | 0.0% | 552 | 0.0% | 0.02% | 0.0% | |
| SIMO | SILICON MOTION TECHNO ADR REP ORDsponsored adr | $40,000 | 0.0% | 795 | 0.0% | 0.02% | 0.0% | |
| PKI | PERKINELMER INC COM | $40,000 | 0.0% | 267 | 0.0% | 0.02% | 0.0% | |
| SCHW | SCHWAB CHARLES CORP COM | $41,000 | 0.0% | 768 | 0.0% | 0.02% | 0.0% | |
| PYPL | PAYPAL HLDGS INC COM | $41,000 | 0.0% | 172 | 0.0% | 0.02% | 0.0% | |
| SLB | SCHLUMBERGER LIMITED COM | $41,000 | 0.0% | 1,857 | 0.0% | 0.02% | 0.0% | |
| SPLB | SPDR PORTFOLIO LONG TERM CORPORATE BOND ETFportfolio ln cor | $41,000 | 0.0% | 1,289 | 0.0% | 0.02% | 0.0% | |
| FMC | FMC CORP COM NEW | $38,000 | 0.0% | 348 | 0.0% | 0.02% | 0.0% | |
| IYM | ISHARES TRUST DJ US BASu.s. bas mtl etf | $39,000 | 0.0% | 350 | 0.0% | 0.02% | 0.0% | |
| EQR | EQUITY RESIDENTIAL SBIsh ben int | $38,000 | 0.0% | 627 | 0.0% | 0.02% | 0.0% | |
| ADM | ARCHER-DANIELS-MIDLA ND CO | $39,000 | 0.0% | 790 | 0.0% | 0.02% | 0.0% | |
| MET | METLIFE INC COM | $39,000 | 0.0% | 806 | 0.0% | 0.02% | 0.0% | |
| MKTX | MARKETAXESS HOLDINGS INC | $39,000 | 0.0% | 69 | 0.0% | 0.02% | 0.0% | |
| SPRO | SPERO THERAPEUTICS INC COM | $38,000 | 0.0% | 2,000 | 0.0% | 0.02% | 0.0% | |
| CNP | CENTERPOINT ENERGY INC COM STK | $39,000 | 0.0% | 1,875 | 0.0% | 0.02% | 0.0% | |
| GOLD | BARRICK GOLD CORP COM | $37,000 | 0.0% | 1,672 | 0.0% | 0.02% | 0.0% | |
| REKR | REKOR SYSTEMS INC COM | $37,000 | 0.0% | 3,000 | 0.0% | 0.02% | 0.0% | |
| LB | L BRANDS INC COM | $37,000 | 0.0% | 885 | 0.0% | 0.02% | 0.0% | |
| GDOT | GREEN DOT CORP COM CL Acl a | $37,000 | 0.0% | 712 | 0.0% | 0.02% | 0.0% | |
| DGX | QUEST DIAGNOSTICS INC COM | $36,000 | 0.0% | 271 | 0.0% | 0.02% | 0.0% | |
| IXUS | ISHARES TR CORE MSCI TOTALcore msci total | $37,000 | 0.0% | 540 | 0.0% | 0.02% | 0.0% | |
| PCEF | INVESCO EXCH TRADED FD TR II CEF INM COMPSI | $36,000 | 0.0% | 1,641 | 0.0% | 0.02% | 0.0% | |
| IJJ | ISHARES TRUST S P MID CAPITALs&p mc 400vl etf | $36,000 | 0.0% | 412 | 0.0% | 0.02% | 0.0% | |
| BE | BLOOM ENERGY CORP COM CL A | $37,000 | 0.0% | 1,000 | 0.0% | 0.02% | 0.0% | |
| SIZE | ISHARES TRUST MSCI USA SIZE FACTOR ETFmsci usa sze ft | $37,000 | 0.0% | 335 | 0.0% | 0.02% | 0.0% | |
| TSCO | TRACTOR SUPPLY CO | $36,000 | 0.0% | 261 | 0.0% | 0.02% | 0.0% | |
| HTLD | HEARTLAND EXPRESS INC | $34,000 | 0.0% | 1,800 | 0.0% | 0.02% | 0.0% | |
| MUB | ISHARES NATIONAL MUNI BOND ETFnational mun etf | $35,000 | 0.0% | 303 | 0.0% | 0.02% | 0.0% | |
| AKAM | AKAMAI TECHNOLOGIES COM | $34,000 | -2.9% | 318 | 0.0% | 0.02% | 0.0% | |
| BKI | BLACK KNIGHT INC COM | $35,000 | 0.0% | 425 | 0.0% | 0.02% | 0.0% | |
| VIAC | VIACOMCBS INC CL Bcl b | $34,000 | 0.0% | 650 | 0.0% | 0.02% | 0.0% | |
| DVN | DEVON ENERGY CORP NEW | $35,000 | 0.0% | 2,097 | 0.0% | 0.02% | 0.0% | |
| DVA | DAVITA INC COM | $35,000 | 0.0% | 298 | 0.0% | 0.02% | 0.0% | |
| SRLN | SPDR BLACKSTONEGSO SEN LOANblackstone senr | $35,000 | 0.0% | 780 | 0.0% | 0.02% | 0.0% | |
| DBJP | DBX ETF TR XTRACK MSCI JAPNxtrack msci japn | $34,000 | 0.0% | 736 | 0.0% | 0.02% | 0.0% | |
| CMA | COMERICA INC | $35,000 | 0.0% | 612 | 0.0% | 0.02% | 0.0% | |
| CVS | CVS HEALTH CORPORATION COM | $34,000 | 0.0% | 487 | 0.0% | 0.02% | 0.0% | |
| IXJ | ISHARES TRUST S P GLOBALglob hlthcre etf | $34,000 | 0.0% | 451 | 0.0% | 0.02% | 0.0% | |
| VOT | VANGUARD MID-CAP GROWTH INDEX FUNDmcap gr idxvip | $34,000 | 0.0% | 161 | 0.0% | 0.02% | 0.0% | |
| DT | DYNATRACE INC COM NEW | $34,000 | 0.0% | 813 | 0.0% | 0.02% | 0.0% | |
| CDNS | CADENCE DESIGN SYSTEMS INC COM | $32,000 | 0.0% | 244 | 0.0% | 0.02% | 0.0% | |
| DOW | DOW INC COM | $33,000 | 0.0% | 636 | 0.0% | 0.02% | 0.0% | |
| CCK | CROWN HLDGS INC COM | $33,000 | 0.0% | 364 | 0.0% | 0.02% | 0.0% | |
| TRP | TC ENERGY CORPORATION COM | $32,000 | 0.0% | 751 | 0.0% | 0.02% | 0.0% | |
| PPL | PPL CORP COM | $32,000 | 0.0% | 1,164 | 0.0% | 0.02% | 0.0% | |
| ARCT | ARCTURUS THERAPEUTICS HLDGS COM | $32,000 | 0.0% | 400 | 0.0% | 0.02% | 0.0% | |
| PANW | PALO ALTO NETWORKS INC COM | $33,000 | 0.0% | 93 | 0.0% | 0.02% | 0.0% | |
| FREL | FIDELITY MSCI REAL ESTATE INDEX ETFmsci rl est etf | $32,000 | 0.0% | 1,235 | 0.0% | 0.02% | 0.0% | |
| AFT | APOLLO SENIOR FLOATING RATE FUND INC | $32,000 | 0.0% | 2,224 | 0.0% | 0.02% | 0.0% | |
| MPW | MEDICAL PROPERTIES TRUST INC | $32,000 | 0.0% | 1,525 | 0.0% | 0.02% | 0.0% | |
| EIX | EDISON INTERNATIONAL | $32,000 | 0.0% | 561 | 0.0% | 0.02% | 0.0% | |
| IDA | IDACORP INC | $32,000 | 0.0% | 369 | 0.0% | 0.02% | 0.0% | |
| CNHI | CNH INDUSTRIAL NV | $33,000 | 0.0% | 2,587 | 0.0% | 0.02% | 0.0% | |
| XLI | INDUSTRIAL SELECT SECTOR SPDR FUNDsbi int-inds | $32,000 | 0.0% | 383 | 0.0% | 0.02% | 0.0% | |
| AMP | AMERIPRISE FINANCIAL INC COM | $32,000 | 0.0% | 160 | 0.0% | 0.02% | 0.0% | |
| FTNT | FORTINET INC COM | $32,000 | 0.0% | 217 | 0.0% | 0.02% | 0.0% | |
| FFIN | FIRST FINANCIAL BANKSHARES INC | $32,000 | 0.0% | 846 | 0.0% | 0.02% | 0.0% | |
| NKX | NUVEEN CALIFORNIA AMT QLT MUN COM | $31,000 | 0.0% | 2,022 | 0.0% | 0.02% | 0.0% | |
| FXO | FIRST TR EXCHANGE TRADED FD II FINANCIAL ALPHADEX FDfinls alphadex | $31,000 | 0.0% | 896 | 0.0% | 0.02% | 0.0% | |
| UNIT | UNITI GROUP INC COM | $31,000 | 0.0% | 2,524 | 0.0% | 0.02% | 0.0% | |
| VLO | VALERO ENERGY CORP COM | $31,000 | 0.0% | 553 | 0.0% | 0.02% | 0.0% | |
| DGRO | ISHARES TRUST CORE DIVID GWTHcore div grwth | $30,000 | 0.0% | 682 | 0.0% | 0.02% | 0.0% | |
| TXT | TEXTRON INC | $31,000 | 0.0% | 690 | 0.0% | 0.02% | 0.0% | |
| BAH | BOOZ ALLEN HAMILTON HLDG CORP CL Acl a | $31,000 | 0.0% | 371 | 0.0% | 0.02% | 0.0% | |
| ICLN | ISHARES TR GL CLEAN ENE ETFgl clean ene etf | $31,000 | 0.0% | 1,028 | 0.0% | 0.02% | 0.0% | |
| AKTS | AKOUSTIS TECHNOLOGIES INC COM | $31,000 | -3.1% | 2,000 | 0.0% | 0.02% | -6.2% | |
| RODM | LATTICE STRATEGIES TR HARTFORD MLT ETFhartford mlt etf | $30,000 | 0.0% | 1,079 | 0.0% | 0.02% | 0.0% | |
| XRT | SPDR SER TR SP RETAIL ETFs&p retail etf | $28,000 | 0.0% | 340 | 0.0% | 0.01% | 0.0% | |
| SAP | SAP ADR REP ORDspon adr | $29,000 | 0.0% | 224 | 0.0% | 0.01% | 0.0% | |
| TIP | ISHARES TRUST UNITED STATES TREASURYtips bd etf | $29,000 | 0.0% | 234 | 0.0% | 0.01% | 0.0% | |
| LUV | SOUTHWEST AIRLINES CO | $28,000 | 0.0% | 637 | 0.0% | 0.01% | 0.0% | |
| TAN | INVESCO EXCH TRADED FD TR II SOLAR ETFsolar etf | $29,000 | 0.0% | 267 | 0.0% | 0.01% | 0.0% | |
| SCSC | SCANSOURCE INC | $28,000 | 0.0% | 1,091 | 0.0% | 0.01% | 0.0% | |
| PCQ | PIMCO CALIFORNIA MUNICIPAL INCOME FUND | $29,000 | 0.0% | 1,600 | 0.0% | 0.01% | 0.0% | |
| VPU | VANGUARD UTILITIES ETFutilities etf | $28,000 | 0.0% | 205 | 0.0% | 0.01% | 0.0% | |
| MPC | MARATHON PETROLEUM CORP COM | $29,000 | 0.0% | 679 | 0.0% | 0.01% | 0.0% | |
| APD | Buy | AIR PRODUCTS AND CHEMICALS INC | $28,000 | +3.7% | 103 | +2.0% | 0.01% | +7.7% |
| XLY | CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUNDsbi cons discr | $29,000 | 0.0% | 180 | 0.0% | 0.01% | 0.0% | |
| ECL | ECOLAB INC | $28,000 | 0.0% | 134 | 0.0% | 0.01% | 0.0% | |
| INFO | IHS MARKIT LTD COM | $29,000 | 0.0% | 337 | 0.0% | 0.01% | 0.0% | |
| AOM | ISHARES CORE MODERATE ALLOCATION ETFmodert alloc etf | $28,000 | 0.0% | 657 | 0.0% | 0.01% | 0.0% | |
| CCL | CARNIVAL CORP PAIRED CTFunit 99/99/9999 | $28,000 | 0.0% | 1,516 | 0.0% | 0.01% | 0.0% | |
| TRMB | TRIMBLE INC COM | $27,000 | 0.0% | 400 | 0.0% | 0.01% | 0.0% | |
| TROW | PRICE T ROWE GROUPS COM | $26,000 | 0.0% | 168 | 0.0% | 0.01% | 0.0% | |
| ALXN | ALEXION PHARMACEUTICALS INC | $26,000 | 0.0% | 167 | 0.0% | 0.01% | 0.0% | |
| AIG | AMERICAN INTERNATIONAL GROUP INC | $27,000 | 0.0% | 728 | 0.0% | 0.01% | 0.0% | |
| ADSK | AUTODESK INC | $26,000 | 0.0% | 93 | 0.0% | 0.01% | 0.0% | |
| ALV | AUTOLIV INC COM | $27,000 | 0.0% | 300 | 0.0% | 0.01% | 0.0% | |
| UTF | COHEN STEERS INFRASTRUCTURE FUND INC | $26,000 | 0.0% | 1,000 | 0.0% | 0.01% | 0.0% | |
| VONG | VANGUARD RUSSELL GROWTH ETFvng rus1000grw | $26,000 | 0.0% | 106 | 0.0% | 0.01% | 0.0% | |
| DE | DEERE CO | $27,000 | 0.0% | 95 | 0.0% | 0.01% | 0.0% | |
| EQIX | EQUINIX INC COM | $26,000 | 0.0% | 35 | 0.0% | 0.01% | 0.0% | |
| ULTA | ULTA BEAUTY INC COM | $27,000 | 0.0% | 96 | 0.0% | 0.01% | 0.0% | |
| GWW | GRAINGER W W INC COM | $26,000 | 0.0% | 72 | 0.0% | 0.01% | 0.0% | |
| SNPS | SYNOPSYS INC | $26,000 | 0.0% | 100 | 0.0% | 0.01% | 0.0% | |
| IR | INGERSOLL RAND INC COM | $27,000 | 0.0% | 643 | 0.0% | 0.01% | 0.0% | |
| SCHG | SCHWAB US LARGE-CAP GROWTH ETFus lcap gr etf | $26,000 | 0.0% | 204 | 0.0% | 0.01% | 0.0% | |
| NICE | NICE LTD ADR-EACH CNV INTO ORD ILSsponsored adr | $26,000 | 0.0% | 100 | 0.0% | 0.01% | 0.0% | |
| CB | CHUBB LIMITED COM ISIN CH | $24,000 | 0.0% | 164 | 0.0% | 0.01% | 0.0% | |
| NXPI | NXP SEMICONDUCTORS N V | $24,000 | 0.0% | 143 | 0.0% | 0.01% | 0.0% | |
| ERII | ENERGY RECOVERY INC | $25,000 | 0.0% | 1,806 | 0.0% | 0.01% | 0.0% | |
| SNN | SMITH NEPHEW ADR R ORDspdn adr new | $25,000 | 0.0% | 589 | 0.0% | 0.01% | 0.0% | |
| CAJ | CANON ADR REP ORDsponsored adr | $24,000 | 0.0% | 1,076 | 0.0% | 0.01% | 0.0% | |
| KLAC | KLA CORP COM NEW | $24,000 | 0.0% | 84 | 0.0% | 0.01% | 0.0% | |
| MRNA | MODERNA INC COM | $24,000 | 0.0% | 158 | 0.0% | 0.01% | 0.0% | |
| SCHF | SCHWAB STRATEGIC TR INTL EQUITY ETFintl eqty etf | $25,000 | 0.0% | 690 | 0.0% | 0.01% | 0.0% | |
| FIS | FIDELITY NATL INFORMATION SERVICES COM | $24,000 | 0.0% | 187 | 0.0% | 0.01% | 0.0% | |
| ZM | ZOOM VIDEO COMMUNICATIONS INC CL Acl a | $24,000 | 0.0% | 64 | 0.0% | 0.01% | 0.0% | |
| GD | GENERAL DYNAMICS CORP COM | $22,000 | 0.0% | 155 | 0.0% | 0.01% | 0.0% | |
| F | FORD MTR CO DEL COM | $22,000 | 0.0% | 2,113 | 0.0% | 0.01% | 0.0% | |
| AZO | AUTOZONE INC COM | $22,000 | 0.0% | 19 | 0.0% | 0.01% | 0.0% | |
| ALLE | ALLEGION PLC ORD | $23,000 | 0.0% | 214 | 0.0% | 0.01% | 0.0% | |
| MNST | MONSTER BEVERAGE CORP NEW COM | $23,000 | 0.0% | 264 | 0.0% | 0.01% | 0.0% | |
| LDUR | PIMCO ENHACED LOW DURATION ACTIVE EXCHANGE TRADED FUNDenhncd lw dur ac | $23,000 | 0.0% | 231 | 0.0% | 0.01% | 0.0% | |
| DFS | DISCOVER FINANCIAL SERVICES | $23,000 | 0.0% | 281 | 0.0% | 0.01% | 0.0% | |
| DVYE | ISHARES INC EM MKTS DIV ETFem mkts div etf | $23,000 | 0.0% | 621 | 0.0% | 0.01% | 0.0% | |
| VONV | VANGUARD SCOTTSDALE FDS VANGUARD RUSS VALUE IDX FD ETFvng rus1000val | $23,000 | 0.0% | 195 | 0.0% | 0.01% | 0.0% | |
| CHKP | CHECK POINT SOFTWARE TECHNOLOGIES LTDord | $23,000 | 0.0% | 179 | 0.0% | 0.01% | 0.0% | |
| AVGO | BROADCOM INC COM | $23,000 | 0.0% | 50 | 0.0% | 0.01% | 0.0% | |
| KT | KT ADR REP ORDsponsored adr | $23,000 | 0.0% | 2,162 | 0.0% | 0.01% | 0.0% | |
| WNS | WNS HLDGS LTD SPON ADRspon adr | $22,000 | 0.0% | 309 | 0.0% | 0.01% | 0.0% | |
| CTAS | CINTAS CORP | $23,000 | 0.0% | 73 | 0.0% | 0.01% | 0.0% | |
| CRTO | CRITEO ADR REP ORDspons ads | $21,000 | 0.0% | 1,060 | 0.0% | 0.01% | 0.0% | |
| CRON | CRONOS GROUP INC COM | $20,000 | 0.0% | 2,000 | 0.0% | 0.01% | 0.0% | |
| OKTA | OKTA INC CL Acl a | $21,000 | 0.0% | 79 | 0.0% | 0.01% | 0.0% | |
| HEZU | ISHARES CURRENCY HEDGED MSCI OZONE ETFcur hd eurzn etf | $21,000 | 0.0% | 694 | 0.0% | 0.01% | 0.0% | |
| ALTL | PACER FDS TR LUNT LRG CP ALTRlunt lrg cp altr | $21,000 | 0.0% | 678 | 0.0% | 0.01% | 0.0% | |
| APTV | APTIV PLC COM | $20,000 | 0.0% | 149 | 0.0% | 0.01% | 0.0% | |
| ITT | ITT INC COM | $20,000 | 0.0% | 265 | 0.0% | 0.01% | 0.0% | |
| HIMX | HIMAX TECHNOLOGIES ADR REP ORDsponsored adr | $21,000 | 0.0% | 1,915 | 0.0% | 0.01% | 0.0% | |
| SF | STIFEL FINANCIAL CORP | $20,000 | 0.0% | 394 | 0.0% | 0.01% | 0.0% | |
| BDX | BECTON DICKINSON CO COM | $20,000 | 0.0% | 77 | 0.0% | 0.01% | 0.0% | |
| EPI | WISDOMTREE INDIA EARNINGS FUNDindia erngs fd | $20,000 | 0.0% | 687 | 0.0% | 0.01% | 0.0% | |
| DLN | WISDOMTREE TR US LARGECAP DIVDus largecap divd | $21,000 | 0.0% | 205 | 0.0% | 0.01% | 0.0% | |
| CWI | SPDR MSCI ACWI EX US ETF WHEN ISSUEDmsci acwi exus | $20,000 | 0.0% | 738 | 0.0% | 0.01% | 0.0% | |
| IYH | ISHARES US HEALTHCARE ETFus hlthcare etf | $20,000 | 0.0% | 82 | 0.0% | 0.01% | 0.0% | |
| CDK | CDK GLOBAL INC COM | $20,000 | 0.0% | 403 | 0.0% | 0.01% | 0.0% | |
| XME | SPDR SER TR SP METALS MNGs&p metals mng | $20,000 | 0.0% | 599 | 0.0% | 0.01% | 0.0% | |
| CCD | CALAMOS DYNAMIC CONVERTIBLE AND INCOME FUND | $20,000 | 0.0% | 694 | 0.0% | 0.01% | 0.0% | |
| GOSS | GOSSAMER BIO INC COM | $20,000 | 0.0% | 2,000 | 0.0% | 0.01% | 0.0% | |
| PFG | PRINCIPAL FINANCIAL GROUP INC COM | $21,000 | 0.0% | 421 | 0.0% | 0.01% | 0.0% | |
| MLPA | GLOBAL X FDS GLBL X MLP ETFglbl x mlp etf | $21,000 | 0.0% | 754 | 0.0% | 0.01% | 0.0% | |
| LIGHTSPEED POS INC SUBORDINATE VOTING SHARES | $21,000 | 0.0% | 300 | 0.0% | 0.01% | 0.0% | ||
| AJG | GALLAGHERARTHUR JCO COM | $20,000 | 0.0% | 180 | 0.0% | 0.01% | 0.0% | |
| LAC | LITHIUM AMERICAS CORP COM | $19,000 | 0.0% | 1,000 | 0.0% | 0.01% | 0.0% | |
| VTR | VENTAS INC | $19,000 | 0.0% | 408 | 0.0% | 0.01% | 0.0% | |
| SNA | SNAP-ON INC | $19,000 | 0.0% | 107 | 0.0% | 0.01% | 0.0% | |
| PAWZ | PROSHARES TR PET CARE ETFpet care etf | $18,000 | 0.0% | 250 | 0.0% | 0.01% | 0.0% | |
| CINF | CINCINNATI FINANCIAL CORP COM | $18,000 | 0.0% | 209 | 0.0% | 0.01% | 0.0% | |
| ON | ON SEMICONDUCTOR CORP COM | $18,000 | 0.0% | 500 | 0.0% | 0.01% | 0.0% | |
| XLP | CONSUMER STAPLES SELECT SECTOR SPDRsbi cons stpls | $19,000 | 0.0% | 311 | 0.0% | 0.01% | 0.0% | |
| AAP | ADVANCE AUTO PARTS INC | $19,000 | 0.0% | 130 | 0.0% | 0.01% | 0.0% | |
| ITRI | ITRON INC | $18,000 | 0.0% | 200 | 0.0% | 0.01% | 0.0% | |
| EEM | ISHARES TRUST MSCI EMG MKTS ETF DISmsci emg mkt etf | $19,000 | 0.0% | 350 | 0.0% | 0.01% | 0.0% | |
| ITA | ISHARES TR US AER DEF ETFus aer def etf | $19,000 | 0.0% | 210 | 0.0% | 0.01% | 0.0% | |
| FBND | FIDELITY TOTAL BOND ETFtotal bd etf | $18,000 | 0.0% | 340 | 0.0% | 0.01% | 0.0% | |
| SDGR | SCHRODINGER INC COM | $18,000 | 0.0% | 200 | 0.0% | 0.01% | 0.0% | |
| CTVA | CORTEVA INC COM | $19,000 | 0.0% | 483 | 0.0% | 0.01% | 0.0% | |
| KIM | KIMCO REALTY CORP COM | $19,000 | 0.0% | 1,200 | 0.0% | 0.01% | 0.0% | |
| ADPT | Buy | ADAPTIVE BIOTECHNOLOGIES CORP COM | $18,000 | +12.5% | 310 | +3.3% | 0.01% | +12.5% |
| BKNG | BOOKING HOLDINGS INC COM | $19,000 | 0.0% | 10 | 0.0% | 0.01% | 0.0% | |
| AMN | AMN HEALTHCARE SVCS INC COM | $17,000 | 0.0% | 240 | 0.0% | 0.01% | 0.0% | |
| OEF | ISHARES SP INDEX FUNDs&p 100 etf | $16,000 | 0.0% | 97 | 0.0% | 0.01% | 0.0% | |
| PSCF | INVESCO EXCH TRADED FD TR II SP SMLCP FINLs&p smlcp finl | $17,000 | 0.0% | 348 | 0.0% | 0.01% | 0.0% | |
| PNQI | INVESCO EXCHANGE TRADED FD TR NASDAQ INTERNTnasdaq internt | $17,000 | 0.0% | 75 | 0.0% | 0.01% | 0.0% | |
| PKW | INVESCO EXCHANGE TRADED FD TR BUYBACK ACHIEVbuyback achiev | $16,000 | 0.0% | 215 | 0.0% | 0.01% | 0.0% | |
| IP | INTERNATIONAL PAPER CO COM | $17,000 | 0.0% | 351 | 0.0% | 0.01% | 0.0% | |
| IART | INTEGRA LIFESCIENCES HOLDINGS CORP | $17,000 | 0.0% | 264 | 0.0% | 0.01% | 0.0% | |
| XLC | SELECT SECTOR SPDR TR COMMUNICATION | $17,000 | 0.0% | 255 | 0.0% | 0.01% | 0.0% | |
| HSBC | HSBC HLDGS PLC SPON ADR NEWspon adr new | $16,000 | 0.0% | 620 | 0.0% | 0.01% | 0.0% | |
| SCZ | ISHARES TR EAFE SML CP ETFeafe sml cp etf | $16,000 | 0.0% | 233 | 0.0% | 0.01% | 0.0% | |
| TWLO | TWILIO INC CL Acl a | $17,000 | 0.0% | 48 | 0.0% | 0.01% | 0.0% | |
| KXI | ISHARES TR GLB CNSM STP ETFglb cnsm stp etf | $17,000 | 0.0% | 315 | 0.0% | 0.01% | 0.0% | |
| FLQE | FRANKLIN TEMPLETON ETF TR LIBERTYQ EMERGlibertyq emerg | $16,000 | 0.0% | 540 | 0.0% | 0.01% | 0.0% | |
| UAA | UNDER ARMOUR INC COM STK CLASS Acl a | $17,000 | 0.0% | 1,000 | 0.0% | 0.01% | 0.0% | |
| DORM | DORMAN PRODS INC COM | $16,000 | 0.0% | 176 | 0.0% | 0.01% | 0.0% | |
| SDG | ISHARES TR MSCI GLOBAL IMPmsci global imp | $16,000 | 0.0% | 170 | 0.0% | 0.01% | 0.0% | |
| ED | CONSOLIDATED EDISON INC COM | $17,000 | 0.0% | 250 | 0.0% | 0.01% | 0.0% | |
| VICR | VICOR CORP | $17,000 | 0.0% | 200 | 0.0% | 0.01% | 0.0% | |
| BOOT | BOOT BARN HOLDINGS INC COM | $16,000 | 0.0% | 285 | 0.0% | 0.01% | 0.0% | |
| BX | BLACKSTONE GROUP INC COM CL A | $17,000 | 0.0% | 255 | 0.0% | 0.01% | 0.0% | |
| WDAY | WORKDAY INC COM CL Acl a | $16,000 | 0.0% | 70 | 0.0% | 0.01% | 0.0% | |
| XEL | XCEL ENERGY INC COM | $17,000 | 0.0% | 269 | 0.0% | 0.01% | 0.0% | |
| TEAM | ATLASSIAN CORPORATION PLC COM CL Acl a | $16,000 | 0.0% | 69 | 0.0% | 0.01% | 0.0% | |
| NXST | NEXSTAR MEDIA GROUP INC CL Acl a | $16,000 | 0.0% | 137 | 0.0% | 0.01% | 0.0% | |
| TRTN | TRITON INTL LTD CL A ISIN BMGFcl a | $17,000 | 0.0% | 361 | 0.0% | 0.01% | 0.0% | |
| OMCL | OMNICELL COM COM | $16,000 | 0.0% | 132 | 0.0% | 0.01% | 0.0% | |
| OLD | JANUS DETROIT STREET TRUST LONG TERM CARE ETFlong term care | $14,000 | 0.0% | 498 | 0.0% | 0.01% | 0.0% | |
| LHX | LHARRIS TECHNOLOGIES INC COM | $14,000 | 0.0% | 81 | 0.0% | 0.01% | 0.0% | |
| AMAT | APPLIED MATERIALS INC COM | $14,000 | 0.0% | 139 | 0.0% | 0.01% | 0.0% | |
| SIVB | SVB FINANCIAL GROUP COM | $14,000 | 0.0% | 31 | 0.0% | 0.01% | 0.0% | |
| NIO | NIO INC SPON ADS ORD CLASS Aspon ads | $15,000 | 0.0% | 280 | 0.0% | 0.01% | 0.0% | |
| ONEM | Buy | 1LIFE HEALTHCARE INC COM | $15,000 | -6.2% | 301 | +0.3% | 0.01% | -12.5% |
| SBRA | SABRA HEALTH CARE REIT INC COM | $14,000 | 0.0% | 859 | 0.0% | 0.01% | 0.0% | |
| TFC | TRUIST FINL CORP COM | $14,000 | 0.0% | 306 | 0.0% | 0.01% | 0.0% | |
| SCHZ | SCHWAB STRATEGIC TR US AGGREGATE BD ETFus aggregate b | $14,000 | 0.0% | 267 | 0.0% | 0.01% | 0.0% | |
| IWS | ISHARES RUSSELL MID-CAP VALUE ETFrus mdcp val etf | $15,000 | 0.0% | 155 | 0.0% | 0.01% | 0.0% | |
| FTCS | FIRST TR EXCHANGE-TRADED FD CAP STRENGTH ETFcap strength etf | $15,000 | 0.0% | 235 | 0.0% | 0.01% | 0.0% | |
| MC | MOELIS COcl a | $14,000 | 0.0% | 274 | 0.0% | 0.01% | 0.0% | |
| RHI | ROBERT HALF INTERNATIONAL INC | $14,000 | 0.0% | 212 | 0.0% | 0.01% | 0.0% | |
| BAX | BAXTER INTERNATIONAL INC COM | $14,000 | 0.0% | 190 | 0.0% | 0.01% | 0.0% | |
| MELI | MERCADOLIBRE INC COM | $15,000 | 0.0% | 8 | 0.0% | 0.01% | 0.0% | |
| MEDP | MEDPACE HLDGS INC COM | $14,000 | 0.0% | 103 | 0.0% | 0.01% | 0.0% | |
| HTD | HANCOCK JOHN TAX-ADVANTAGED DI COM | $14,000 | 0.0% | 700 | 0.0% | 0.01% | 0.0% | |
| CIBR | FIRST TR EXCHANGE TRADED FD II NASDAQ CYB ETFnasdaq cyb etf | $15,000 | 0.0% | 69 | 0.0% | 0.01% | 0.0% | |
| KMI | KINDER MORGAN INC COM | $15,000 | 0.0% | 1,135 | 0.0% | 0.01% | 0.0% | |
| HALO | HALOZYME THERAPEUTICS INC | $14,000 | 0.0% | 300 | 0.0% | 0.01% | 0.0% | |
| WSM | WILLIAMS-SONOMA INC | $14,000 | 0.0% | 112 | 0.0% | 0.01% | 0.0% | |
| IJS | ISHARES SP SMALLCAP VALUE INDEX FUNDsp smcp600vl etf | $15,000 | 0.0% | 182 | 0.0% | 0.01% | 0.0% | |
| CRSP | CRISPR THERAPEUTICS AG COM CHFnamen akt | $15,000 | 0.0% | 92 | 0.0% | 0.01% | 0.0% | |
| CCJ | CAMECO CORP COM | $14,000 | 0.0% | 1,012 | 0.0% | 0.01% | 0.0% | |
| EWG | ISHARES INC MSCI GERMANY ETFmsci germany etf | $14,000 | 0.0% | 472 | 0.0% | 0.01% | 0.0% | |
| RPM | RPM INTERNATIONAL INC | $14,000 | 0.0% | 171 | 0.0% | 0.01% | 0.0% | |
| VTRS | VIATRIS INC COM | $15,000 | 0.0% | 864 | 0.0% | 0.01% | 0.0% | |
| BUD | ANHEUSER-BUSCH INBEV SANV ADR ORDsponsored adr | $15,000 | 0.0% | 245 | 0.0% | 0.01% | 0.0% | |
| CIG | CIA ENERGETICA DE MINAS GERAIS SP ADR N-V PFDsp adr n-v pfd | $13,000 | 0.0% | 5,292 | 0.0% | 0.01% | 0.0% | |
| FCOR | FIDELITY CORPORATE BOND ETFcorp bond etf | $12,000 | 0.0% | 225 | 0.0% | 0.01% | 0.0% | |
| FPX | FIRST TRUST US EQUITY OPPORTUNITIES ETFus eqty oppt etf | $13,000 | 0.0% | 103 | 0.0% | 0.01% | 0.0% | |
| AFRM | New | AFFIRM HLDGS INC COM CL A | $12,000 | – | 100 | +100.0% | 0.01% | – |
| COUP | COUPA SOFTWARE INC COM | $12,000 | 0.0% | 38 | 0.0% | 0.01% | 0.0% | |
| FWRD | FORWARD AIR CORP | $13,000 | 0.0% | 179 | 0.0% | 0.01% | 0.0% | |
| LZB | LA-Z-BOY INC | $12,000 | 0.0% | 335 | 0.0% | 0.01% | 0.0% | |
| FELE | FRANKLIN ELECTRIC CO INC | $12,000 | 0.0% | 181 | 0.0% | 0.01% | 0.0% | |
| CL | COLGATE-PALMOLIVE CO COM | $12,000 | 0.0% | 153 | 0.0% | 0.01% | 0.0% | |
| GGN | GAMCO GLOBAL GOLD NAT RES COM SH BEN INT | $13,000 | 0.0% | 3,901 | 0.0% | 0.01% | 0.0% | |
| SPYX | SPDR SER TR SPDR SP ETFspdr s&p 500 etf | $13,000 | 0.0% | 150 | 0.0% | 0.01% | 0.0% | |
| GM | GENERAL MTRS CO COM | $12,000 | 0.0% | 249 | 0.0% | 0.01% | 0.0% | |
| LNG | CHENIERE ENERGY INC COM | $12,000 | 0.0% | 200 | 0.0% | 0.01% | 0.0% | |
| GNMK | GENMARK DIAGNOSTICS INC | $13,000 | 0.0% | 1,000 | 0.0% | 0.01% | 0.0% | |
| XLE | SELECT SECTOR SPDR TR ENERGYenergy | $13,000 | 0.0% | 351 | 0.0% | 0.01% | 0.0% | |
| MAC | MACERICH CO COM | $13,000 | 0.0% | 951 | 0.0% | 0.01% | 0.0% | |
| HIG | HARTFORD FINANCIAL SERVICES GRP INC COM | $12,000 | 0.0% | 261 | 0.0% | 0.01% | 0.0% | |
| BDTX | BLACK DIAMOND THERAPEUTICS INC COM | $12,000 | 0.0% | 500 | 0.0% | 0.01% | 0.0% | |
| BMRN | BIOMARIN PHARMACEUTICAL COM | $12,000 | 0.0% | 156 | 0.0% | 0.01% | 0.0% | |
| BBY | BEST BUY CO INC COM | $12,000 | 0.0% | 116 | 0.0% | 0.01% | 0.0% | |
| SIGI | SELECTIVE INSURANCE GROUP INC | $13,000 | 0.0% | 203 | 0.0% | 0.01% | 0.0% | |
| AUB | ATLANTIC UN BANKSHARES CORP COM | $12,000 | 0.0% | 369 | 0.0% | 0.01% | 0.0% | |
| SVFAU | New | SVF INVT CORP UNIT CL A WT EXP ISIN KYGLunit 12/20/2025 | $13,000 | – | 1,000 | +100.0% | 0.01% | – |
| ONB | OLD NATIONAL BANCORP | $13,000 | 0.0% | 768 | 0.0% | 0.01% | 0.0% | |
| PHR | PHREESIA INC COM | $13,000 | 0.0% | 200 | 0.0% | 0.01% | 0.0% | |
| JWN | NORDSTROM INC COM | $12,000 | 0.0% | 345 | 0.0% | 0.01% | 0.0% | |
| PGP | PIMCO GLOBAL STOCKSPLUS INCOME FUND | $12,000 | 0.0% | 1,269 | 0.0% | 0.01% | 0.0% | |
| PII | POLARIS INC COM | $12,000 | 0.0% | 111 | 0.0% | 0.01% | 0.0% | |
| SHOP | SHOPIFY INC COM CL Acl a | $11,000 | 0.0% | 10 | 0.0% | 0.01% | 0.0% | |
| AEG | Buy | AEGON N V NY REGISTRY | $10,000 | +11.1% | 2,265 | +0.1% | 0.01% | +25.0% |
| KEYS | KEYSIGHT TECHNOLOGIES INC COM WD | $10,000 | 0.0% | 74 | 0.0% | 0.01% | 0.0% | |
| RGLD | ROYAL GOLD INC COM | $11,000 | 0.0% | 108 | 0.0% | 0.01% | 0.0% | |
| TJX | TJX COMPANIES INC | $11,000 | 0.0% | 186 | 0.0% | 0.01% | 0.0% | |
| KEY | KEYCORP COM | $10,000 | 0.0% | 602 | 0.0% | 0.01% | 0.0% | |
| FVD | FIRST TR VALUE LINE DIVID INDE | $11,000 | 0.0% | 336 | 0.0% | 0.01% | 0.0% | |
| RVLV | REVOLVE GROUP INC CL Acl a | $10,000 | 0.0% | 300 | 0.0% | 0.01% | 0.0% | |
| KALU | KAISER ALUMINUM CORP | $11,000 | 0.0% | 124 | 0.0% | 0.01% | 0.0% | |
| BCPC | BALCHEM CORP | $10,000 | 0.0% | 92 | 0.0% | 0.01% | 0.0% | |
| SQ | SQUARE INC CL Acl a | $11,000 | 0.0% | 53 | 0.0% | 0.01% | 0.0% | |
| HMC | HONDA MOTOR LTD AMERN | $10,000 | 0.0% | 406 | 0.0% | 0.01% | 0.0% | |
| MOV | MOVADO GROUP INC | $10,000 | 0.0% | 477 | 0.0% | 0.01% | 0.0% | |
| DXC | DXC TECHNOLOGY CO COM | $11,000 | 0.0% | 466 | 0.0% | 0.01% | 0.0% | |
| ICFI | ICF INTERNATIONAL INC | $10,000 | 0.0% | 132 | 0.0% | 0.01% | 0.0% | |
| KODK | EASTMAN KODAK CO COM NEW | $11,000 | 0.0% | 1,157 | 0.0% | 0.01% | 0.0% | |
| DHR | DANAHER CORPORATION COM | $10,000 | 0.0% | 43 | 0.0% | 0.01% | 0.0% | |
| AGNC | Buy | AGNC INVT CORP COM | $10,000 | +11.1% | 600 | +0.7% | 0.01% | +25.0% |
| AMWD | AMERICAN WOODMARK CORPORATION COM | $10,000 | 0.0% | 122 | 0.0% | 0.01% | 0.0% | |
| NWL | NEWELL BRANDS INC COM | $10,000 | 0.0% | 446 | 0.0% | 0.01% | 0.0% | |
| NEU | NEWMARKET CORP | $11,000 | 0.0% | 28 | 0.0% | 0.01% | 0.0% | |
| SSB | SOUTH STATE CORP | $11,000 | 0.0% | 160 | 0.0% | 0.01% | 0.0% | |
| INFY | INFOSYS LTD SPON ADR ORDsponsored adr | $10,000 | 0.0% | 627 | 0.0% | 0.01% | 0.0% | |
| SWKS | SKYWORKS SOLUTIONS INC | $10,000 | 0.0% | 59 | 0.0% | 0.01% | 0.0% | |
| NTNX | NUTANIX INC CL Acl a | $11,000 | 0.0% | 356 | 0.0% | 0.01% | 0.0% | |
| ONTO | ONTO INNOVATION INC COM | $11,000 | 0.0% | 204 | 0.0% | 0.01% | 0.0% | |
| EXLS | EXLSERVICE HOLDINGS INC | $11,000 | 0.0% | 147 | 0.0% | 0.01% | 0.0% | |
| COR | CORESITE REALTY CORP COM | $10,000 | 0.0% | 74 | 0.0% | 0.01% | 0.0% | |
| FFHG | NORTHERN LTS FD TR IV FORMULA FOLIOSformula folios | $10,000 | 0.0% | 341 | 0.0% | 0.01% | 0.0% | |
| PCG | PGE CORP COM | $10,000 | 0.0% | 881 | 0.0% | 0.01% | 0.0% | |
| LHCG | LHC GROUP INC | $10,000 | 0.0% | 54 | 0.0% | 0.01% | 0.0% | |
| FISV | FISERV INC | $10,000 | 0.0% | 100 | 0.0% | 0.01% | 0.0% | |
| SPCE | VIRGIN GALACTIC HOLDINGS INC COM | $10,000 | 0.0% | 200 | 0.0% | 0.01% | 0.0% | |
| GPC | GENUINE PARTS CO COM | $11,000 | 0.0% | 117 | 0.0% | 0.01% | 0.0% | |
| AOR | ISHARES CORE GROWTH ALLOCATION ETFgrwt allocat etf | $11,000 | 0.0% | 220 | 0.0% | 0.01% | 0.0% | |
| ACWV | ISHARES INC MSCI GBL MIN VOLmsci gbl min vol | $10,000 | 0.0% | 110 | 0.0% | 0.01% | 0.0% | |
| KHC | KRAFT HEINZ CO COM | $11,000 | 0.0% | 341 | 0.0% | 0.01% | 0.0% | |
| TMUS | T-MOBILE US INC COM | $10,000 | 0.0% | 82 | 0.0% | 0.01% | 0.0% | |
| HDB | HDFC BANK LTD SPON ADS ORDsponsored ads | $11,000 | 0.0% | 149 | 0.0% | 0.01% | 0.0% | |
| BXP | BOSTON PROPERTIES INC COM | $10,000 | 0.0% | 117 | 0.0% | 0.01% | 0.0% | |
| DIAX | NUVEEN DOW DYNAMIC OVERWRIT | $11,000 | 0.0% | 745 | 0.0% | 0.01% | 0.0% | |
| CONE | CYRUSONE INC COM | $11,000 | 0.0% | 156 | 0.0% | 0.01% | 0.0% | |
| ENS | ENERSYS | $10,000 | 0.0% | 124 | 0.0% | 0.01% | 0.0% | |
| ETSY | ETSY INC COM | $10,000 | 0.0% | 50 | 0.0% | 0.01% | 0.0% | |
| BHE | BENCHMARK ELECTRONICS INC | $11,000 | 0.0% | 418 | 0.0% | 0.01% | 0.0% | |
| KFY | KORN FERRY COM NEW | $8,000 | 0.0% | 182 | 0.0% | 0.00% | 0.0% | |
| CTS | CTS CORP | $8,000 | 0.0% | 256 | 0.0% | 0.00% | 0.0% | |
| CSWI | CSW INDUSTRIALS INC COM | $9,000 | 0.0% | 75 | 0.0% | 0.00% | 0.0% | |
| NVO | NOVO NORDISK AS ADR-EACH CNV INTO CLASS B DKKadr | $8,000 | 0.0% | 114 | 0.0% | 0.00% | 0.0% | |
| CI | CIGNA CORP NEW COM | $8,000 | 0.0% | 39 | 0.0% | 0.00% | 0.0% | |
| NOW | SERVICENOW INC COM | $8,000 | 0.0% | 15 | 0.0% | 0.00% | 0.0% | |
| TTEK | TETRA TECH INC | $9,000 | 0.0% | 73 | 0.0% | 0.00% | 0.0% | |
| DEA | EASTERLY GOVT PPTYS INC COM | $9,000 | 0.0% | 441 | 0.0% | 0.00% | 0.0% | |
| MMI | MARCUS MILLICHAP INC COM | $9,000 | 0.0% | 251 | 0.0% | 0.00% | 0.0% | |
| FYC | FIRST TR EXCH TRADED ALPHADEX FD II SMALL CAP GROWTH ALPHADEX FDsml cp grw alp | $9,000 | 0.0% | 145 | 0.0% | 0.00% | 0.0% | |
| AMBA | AMBARELLA INC COM | $9,000 | 0.0% | 87 | 0.0% | 0.00% | 0.0% | |
| IYG | ISHARES TRUST DOW JONES UNITED STATES FINANCIALu.s. fin svc etf | $8,000 | 0.0% | 55 | 0.0% | 0.00% | 0.0% | |
| CMI | CUMMINS INC | $9,000 | 0.0% | 42 | 0.0% | 0.00% | 0.0% | |
| VGK | VANGUARD INTL EQUITY INDEX FDS FTSE OPE ETFftse europe etf | $9,000 | 0.0% | 154 | 0.0% | 0.00% | 0.0% | |
| ERIC | ERICSSON SPON ADR REP CL B ORDadr b sek 10 | $8,000 | 0.0% | 688 | 0.0% | 0.00% | 0.0% | |
| NTR | NUTRIEN LTD COM | $9,000 | 0.0% | 197 | 0.0% | 0.00% | 0.0% | |
| OLLI | OLLIES BARGAIN OUTLET HLDGS IN COM | $8,000 | 0.0% | 96 | 0.0% | 0.00% | 0.0% | |
| XT | ISHARES TR EXPONENTIAL TECHexponential tech | $9,000 | 0.0% | 156 | 0.0% | 0.00% | 0.0% | |
| MT | ARCELORMITTAL NY REGISTRY NEWPOST REV SPLITny registry sh | $8,000 | 0.0% | 355 | 0.0% | 0.00% | 0.0% | |
| CACI | CACI INTERNATIONAL INCcl a | $8,000 | 0.0% | 35 | 0.0% | 0.00% | 0.0% | |
| TFI | SPDR SER TR NUVEEN BRC MUNICnuveen brc munic | $9,000 | 0.0% | 180 | 0.0% | 0.00% | 0.0% | |
| UBSI | UNITED BANKSHARES INC | $9,000 | 0.0% | 285 | 0.0% | 0.00% | 0.0% | |
| MRVL | MARVELL TECH GROUP COMord | $8,000 | 0.0% | 162 | 0.0% | 0.00% | 0.0% | |
| AFL | AFLAC INC COM | $8,000 | +166.7% | 83 | 0.0% | 0.00% | +300.0% | |
| NRZ | NEW RESIDENTIAL INVT CORP COM | $9,000 | 0.0% | 997 | 0.0% | 0.00% | 0.0% | |
| SYKE | SYKES ENTERPRISES INC | $8,000 | 0.0% | 206 | 0.0% | 0.00% | 0.0% | |
| ICE | INTERCONTINENTAL EXCHANGE INC COM | $9,000 | 0.0% | 88 | 0.0% | 0.00% | 0.0% | |
| EBAY | EBAY INC COM | $9,000 | 0.0% | 157 | 0.0% | 0.00% | 0.0% | |
| OSIS | OSI SYSTEMS INC | $9,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| VNE | VEONEER INC COM | $8,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% | |
| SMP | STANDARD MOTOR PRODUCTS INC | $8,000 | 0.0% | 203 | 0.0% | 0.00% | 0.0% | |
| JJSF | J J SNACK FOODS CORP | $8,000 | 0.0% | 57 | 0.0% | 0.00% | 0.0% | |
| UMC | UNITED MICR ELCTRNS ADR REP ORDspon adr new | $8,000 | 0.0% | 902 | 0.0% | 0.00% | 0.0% | |
| PB | PROSPERITY BANCSHARES INC | $8,000 | 0.0% | 118 | 0.0% | 0.00% | 0.0% | |
| GDX | VANECK VECTORS ETF TR GOLD MINERS ETFgold miners etf | $9,000 | 0.0% | 262 | 0.0% | 0.00% | 0.0% | |
| DBEF | DBX ETF TR XTRACK MSCI EAFExtrack msci eafe | $8,000 | 0.0% | 241 | 0.0% | 0.00% | 0.0% | |
| ABB | Buy | ABB LTD SPON ADR ORDsponsored adr | $6,000 | -14.3% | 240 | +2.1% | 0.00% | 0.0% |
| ASX | ASE TECHNOLOGY HOLDING CO LTD SPON ADS ORDsponsored ads | $7,000 | 0.0% | 1,090 | 0.0% | 0.00% | 0.0% | |
| ADC | Buy | AGREE REALTY CORP | $7,000 | +16.7% | 101 | +7.4% | 0.00% | 0.0% |
| ANSS | ANSYS INC COM | $7,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% | |
| AZN | ASTRAZENECA ADR REP ORDsponsored adr | $7,000 | 0.0% | 152 | 0.0% | 0.00% | 0.0% | |
| B | BARNES GROUP INC | $7,000 | 0.0% | 152 | 0.0% | 0.00% | 0.0% | |
| EPAY | BOTTOMLINE TECHNOLOGIES COM | $7,000 | 0.0% | 157 | 0.0% | 0.00% | 0.0% | |
| CWT | CALIFORNIA WATER SERVICE GROUP | $6,000 | 0.0% | 117 | 0.0% | 0.00% | 0.0% | |
| CP | CANADIAN PACIFIC RAILWAY COMPANY COM | $6,000 | 0.0% | 19 | 0.0% | 0.00% | 0.0% | |
| CAH | CARDINAL HEALTH INC COM | $7,000 | 0.0% | 135 | 0.0% | 0.00% | 0.0% | |
| CMG | CHIPOTLE MEXICAN GRILL INC | $7,000 | 0.0% | 5 | 0.0% | 0.00% | 0.0% | |
| COKE | COCA COLA CONS INC COM | $7,000 | 0.0% | 27 | 0.0% | 0.00% | 0.0% | |
| FIX | COMFORT SYSTEMS USA INC | $7,000 | 0.0% | 130 | 0.0% | 0.00% | 0.0% | |
| RWVG | DIREXION ETF TR RUSELL VALrusell1000 val | $7,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% | |
| EQNR | EQUINOR ASA SPON ADR ORDsponsored adr | $6,000 | 0.0% | 377 | 0.0% | 0.00% | 0.0% | |
| FAF | FIRST AMERICAN FINANCIAL CORP COM | $6,000 | 0.0% | 123 | 0.0% | 0.00% | 0.0% | |
| GIII | G III APPAREL GROUP LTD COM | $6,000 | 0.0% | 258 | 0.0% | 0.00% | 0.0% | |
| GGB | GERDAU SA SPON ADR REP PFDspon adr rep pfd | $6,000 | 0.0% | 1,448 | 0.0% | 0.00% | 0.0% | |
| GTY | GETTY REALTY CORP | $7,000 | 0.0% | 290 | 0.0% | 0.00% | 0.0% | |
| FIXX | HOMOLOGY MEDICINES INC COM | $6,000 | 0.0% | 500 | 0.0% | 0.00% | 0.0% | |
| RPV | INVESCO EXCHANGE TRADED FD TR SP PUR VALs&p500 pur val | $6,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| FXI | ISHARES CHINA LARGE-CAP ETFchina lg-cap etf | $7,000 | 0.0% | 155 | 0.0% | 0.00% | 0.0% | |
| SUB | ISHARES SHORT-TERM NATIONAL MUNI BOND ETFshrt nat mun etf | $7,000 | 0.0% | 70 | 0.0% | 0.00% | 0.0% | |
| KFRC | KFORCE INC | $7,000 | 0.0% | 173 | 0.0% | 0.00% | 0.0% | |
| KTB | KONTOOR BRANDS INC COM | $6,000 | 0.0% | 184 | 0.0% | 0.00% | 0.0% | |
| LPL | LG DISPLAY ADR REP ORDspons adr rep | $7,000 | 0.0% | 782 | 0.0% | 0.00% | 0.0% | |
| LH | LABORATORY CORP AMER HLDGS COM | $7,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% | |
| LEA | LEAR CORP | $7,000 | 0.0% | 49 | 0.0% | 0.00% | 0.0% | |
| MTB | M T BANK CORP COM | $7,000 | 0.0% | 55 | 0.0% | 0.00% | 0.0% | |
| MMC | MARSH MCLENNAN COMPANIES INC COM | $6,000 | 0.0% | 58 | 0.0% | 0.00% | 0.0% | |
| MS | MORGAN STANLEY COM | $7,000 | 0.0% | 106 | 0.0% | 0.00% | 0.0% | |
| NAII | NATURAL ALTERNATIVES INTERNATIONAL INC | $7,000 | 0.0% | 500 | 0.0% | 0.00% | 0.0% | |
| PRSP | PERSPECTA INC COM | $6,000 | 0.0% | 235 | 0.0% | 0.00% | 0.0% | |
| PXD | PIONEER NATURAL RESOURCES CO COM | $6,000 | 0.0% | 52 | 0.0% | 0.00% | 0.0% | |
| SWK | STANLEY BLACK DECKER INC | $6,000 | 0.0% | 38 | 0.0% | 0.00% | 0.0% | |
| UMBF | UMB FINANCIAL CORP | $6,000 | 0.0% | 93 | 0.0% | 0.00% | 0.0% | |
| UTL | UNITIL CORP | $6,000 | 0.0% | 163 | 0.0% | 0.00% | 0.0% | |
| VEEV | VEEVA SYSTEMS INC | $6,000 | 0.0% | 22 | 0.0% | 0.00% | 0.0% | |
| VBR | VANGUARD SMALL CAP VALUE ETFsm cp val etf | $7,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
| VXF | VANGUARD EXTENDED MARKETS INDEX FUNDextend mkt etf | $7,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% | |
| LIN | LINDE PLC COM | $6,000 | 0.0% | 24 | 0.0% | 0.00% | 0.0% | |
| TEL | TE CONNECTIVITY LTD | $6,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
| RCL | ROYAL CARIBBEAN GROUP COM | $7,000 | 0.0% | 106 | 0.0% | 0.00% | 0.0% | |
| ATCO | ATLAS CORPshares | $7,000 | 0.0% | 632 | 0.0% | 0.00% | 0.0% | |
| IEI | ISHARES TR YR TREAS BD3 7 yr treas bd | $4,000 | 0.0% | 37 | 0.0% | 0.00% | 0.0% | |
| VAC | MARRIOTT VACTINS WORLDWID CORP COM | $5,000 | 0.0% | 41 | 0.0% | 0.00% | 0.0% | |
| RACE | FERRARI N V NEW | $5,000 | 0.0% | 26 | 0.0% | 0.00% | 0.0% | |
| ACB | AURORA CANNABIS INC COM POST REV SPLIT | $5,000 | 0.0% | 452 | 0.0% | 0.00% | 0.0% | |
| FRC | FIRST REPUBLIC BANK SAN FRANCISCO COM | $4,000 | 0.0% | 33 | 0.0% | 0.00% | 0.0% | |
| QGEN | QIAGEN NV NEW | $5,000 | 0.0% | 93 | 0.0% | 0.00% | 0.0% | |
| WU | WESTERN UNION CO | $5,000 | 0.0% | 249 | 0.0% | 0.00% | 0.0% | |
| WRK | WESTROCK CO COM | $5,000 | 0.0% | 140 | 0.0% | 0.00% | 0.0% | |
| VER | VEREIT INC COM | $5,000 | 0.0% | 156 | 0.0% | 0.00% | 0.0% | |
| SUPN | SUPERNUS PHARMACEUTICALS INC | $4,000 | 0.0% | 159 | 0.0% | 0.00% | 0.0% | |
| MMP | MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP | $5,000 | 0.0% | 129 | 0.0% | 0.00% | 0.0% | |
| SPYV | SPDR PORTFOLIO SP VALUE ETFprtflo s&p500 vl | $5,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% | |
| ICLR | ICON PLC ORD | $4,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% | |
| WMB | WILLIAMS COS INC COM | $5,000 | 0.0% | 240 | 0.0% | 0.00% | 0.0% | |
| WAB | WABTEC COM | $5,000 | 0.0% | 74 | 0.0% | 0.00% | 0.0% | |
| SPTL | SPDR PORTFOLIO LONG TERM TREASURY ETFportfolio ln tsr | $5,000 | 0.0% | 125 | 0.0% | 0.00% | 0.0% | |
| TEF | TELEFONICA SA ADR EA REPR ORDsponsored adr | $4,000 | 0.0% | 1,133 | 0.0% | 0.00% | 0.0% | |
| SBAC | SBA COMMUNICATIONS CORP NEW CL Acl a | $4,000 | 0.0% | 15 | 0.0% | 0.00% | 0.0% | |
| PCRX | PACIRA BIOSCIENCES INC COM | $4,000 | 0.0% | 66 | 0.0% | 0.00% | 0.0% | |
| BLNK | BLINK CHARGING CO COM | $4,000 | 0.0% | 92 | 0.0% | 0.00% | 0.0% | |
| CASS | CASS INFORMATION SYSTEMS INC | $5,000 | 0.0% | 138 | 0.0% | 0.00% | 0.0% | |
| INGR | INGREDION INC COM | $4,000 | 0.0% | 61 | 0.0% | 0.00% | 0.0% | |
| EQC | EQUITY COMMONWEALTH BNF INT | $5,000 | 0.0% | 187 | 0.0% | 0.00% | 0.0% | |
| BYND | BEYOND MEAT INC COM | $5,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% | |
| CPK | CHESAPEAKE UTILITIES CORP | $5,000 | 0.0% | 58 | 0.0% | 0.00% | 0.0% | |
| LFUS | LITTELFUSE INC | $5,000 | 0.0% | 21 | 0.0% | 0.00% | 0.0% | |
| IGF | ISHARES TR GLB INFRASTR ETFglb infrastr etf | $4,000 | 0.0% | 104 | 0.0% | 0.00% | 0.0% | |
| IJT | ISHARES TR SP SMALL CAP GROWTH ETFs&p sml 600 gwt | $5,000 | 0.0% | 44 | 0.0% | 0.00% | 0.0% | |
| WAFD | WASHINGTON FEDERAL INC | $5,000 | 0.0% | 220 | 0.0% | 0.00% | 0.0% | |
| OGE | OGE ENERGY CORP COM | $4,000 | 0.0% | 130 | 0.0% | 0.00% | 0.0% | |
| LIT | GLOBAL X LITHIUM AND BATTERY TECH ETFlithium btry etf | $4,000 | 0.0% | 66 | 0.0% | 0.00% | 0.0% | |
| MTD | METTLER-TOLEDO INTERNATIONAL INC COM | $5,000 | 0.0% | 5 | 0.0% | 0.00% | 0.0% | |
| CHTR | CHARTER COMMUNICATIONS INC NEW CL Acl a | $4,000 | 0.0% | 8 | 0.0% | 0.00% | 0.0% | |
| CBRE | CBRE GROUP INC COM CLASS Acl a | $5,000 | 0.0% | 90 | 0.0% | 0.00% | 0.0% | |
| HII | HUNTINGTON INGALLS INDUSTRIES INC | $4,000 | 0.0% | 27 | 0.0% | 0.00% | 0.0% | |
| DLB | DOLBY LABORATORIES INC COM CL A | $4,000 | 0.0% | 51 | 0.0% | 0.00% | 0.0% | |
| DOCU | DOCUSIGN INC COM | $4,000 | 0.0% | 21 | 0.0% | 0.00% | 0.0% | |
| HEFA | ISHARES TRUST CURRENCY HEDGED MSCI EAFE ETFhdg msci eafe | $5,000 | 0.0% | 175 | 0.0% | 0.00% | 0.0% | |
| SPSC | SPS COMM INC COM | $4,000 | 0.0% | 47 | 0.0% | 0.00% | 0.0% | |
| TAP | MOLSON COORS BEVERAGE CO CL Bcl b | $5,000 | 0.0% | 117 | 0.0% | 0.00% | 0.0% | |
| NOBL | PROSHARES SP DIVIDEND ARISTOCRATS ETFs&p 500 dv arist | $4,000 | 0.0% | 54 | 0.0% | 0.00% | 0.0% | |
| JNK | SPDR SER TR BLOOMBERG BRCLYSbloomberg brclys | $4,000 | 0.0% | 44 | 0.0% | 0.00% | 0.0% | |
| BKR | BAKER HUGHES COMPANY CL Acl a | $4,000 | 0.0% | 199 | 0.0% | 0.00% | 0.0% | |
| VICI | VICI PPTYS INC COM | $4,000 | 0.0% | 173 | 0.0% | 0.00% | 0.0% | |
| RMD | RESMED INC | $5,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
| TM | TOYOTA MOTOR ADR REP ORD | $5,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% | |
| JXI | ISHARES TR GLOB UTILITS ETFglob utilits etf | $5,000 | 0.0% | 90 | 0.0% | 0.00% | 0.0% | |
| PRU | PRUDENTIAL FINANCIAL INC | $5,000 | 0.0% | 70 | 0.0% | 0.00% | 0.0% | |
| MFG | MIZUHO FINANCIAL GROUP SPON ADS Rsponsored adr | $4,000 | 0.0% | 1,507 | 0.0% | 0.00% | 0.0% | |
| SPOT | SPOTIFY TECHNOLOGY SA COM | $4,000 | 0.0% | 13 | 0.0% | 0.00% | 0.0% | |
| AUDC | AUDIOCODESord | $5,000 | 0.0% | 175 | 0.0% | 0.00% | 0.0% | |
| MAS | MASCO CORP COM | $4,000 | 0.0% | 76 | 0.0% | 0.00% | 0.0% | |
| WST | WEST PHARMACEUTICAL SERVICES INC | $4,000 | 0.0% | 16 | 0.0% | 0.00% | 0.0% | |
| NVMI | NOVA MEASURING INSTRUMENTS ILS | $4,000 | 0.0% | 64 | 0.0% | 0.00% | 0.0% | |
| HIO | WESTERN ASSET HIGH INCOME OPPO COM | $4,000 | 0.0% | 951 | 0.0% | 0.00% | 0.0% | |
| WIX | WIXCOM LTD COM ILS | $5,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% | |
| MBWM | MERCANTILE BANK CORP | $4,000 | 0.0% | 164 | 0.0% | 0.00% | 0.0% | |
| STC | STEWART INFORMATION SERVICES CORP | $5,000 | 0.0% | 121 | 0.0% | 0.00% | 0.0% | |
| MICRO FOCUS INTERNATIONAL PLC DEPOSITARY RECEIPTspon adr new | $5,000 | 0.0% | 900 | 0.0% | 0.00% | 0.0% | ||
| SYK | STRYKER CORPORATION COM | $5,000 | 0.0% | 22 | 0.0% | 0.00% | 0.0% | |
| FEI | FIRST TR MLP ENERGY INCOM FD COM | $2,000 | 0.0% | 421 | 0.0% | 0.00% | 0.0% | |
| LYB | LYONDELLBASELL INDUSTRIES N V COM CLASS A | $2,000 | 0.0% | 33 | 0.0% | 0.00% | 0.0% | |
| XLRE | SELECT SECTOR SPDR TR RL EST SEL SECrl est sel sec | $2,000 | 0.0% | 65 | 0.0% | 0.00% | 0.0% | |
| FINV | FINVOLUTION GROUP SPON ADS ORD CLASS Asponsored ads | $2,000 | 0.0% | 543 | 0.0% | 0.00% | 0.0% | |
| EWZ | ISHARES MSCI BRAZIL ETFmsci brazil etf | $3,000 | 0.0% | 108 | 0.0% | 0.00% | 0.0% | |
| MAN | MANPOWERGROUP INC COM | $2,000 | 0.0% | 32 | 0.0% | 0.00% | 0.0% | |
| FICO | FAIR ISAAC CORP | $2,000 | 0.0% | 5 | 0.0% | 0.00% | 0.0% | |
| PIPR | PIPER SANDLER COMPANIES COM | $2,000 | 0.0% | 31 | 0.0% | 0.00% | 0.0% | |
| IONS | IONIS PHARMACEUTICALS INC COM | $2,000 | 0.0% | 44 | 0.0% | 0.00% | 0.0% | |
| QTS | QTS REALTY TRUST INC COM CL A | $2,000 | 0.0% | 34 | 0.0% | 0.00% | 0.0% | |
| PLNT | PLANET FITNESS INC CL Acl a | $2,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% | |
| EXAS | EXACT SCIENCES CORP | $2,000 | 0.0% | 21 | 0.0% | 0.00% | 0.0% | |
| RGA | REINSURANCE GRP OF AMERICA INC COM NEW | $2,000 | 0.0% | 19 | 0.0% | 0.00% | 0.0% | |
| LAZR | LUMINAR TECHNOLOGIES INC COM CL A | $2,000 | 0.0% | 74 | 0.0% | 0.00% | 0.0% | |
| ENV | ENVESTNET INC COM | $2,000 | 0.0% | 32 | 0.0% | 0.00% | 0.0% | |
| ILMN | ILLUMINA INC COM | $2,000 | 0.0% | 5 | 0.0% | 0.00% | 0.0% | |
| SNAP | SNAP INC CL Acl a | $3,000 | 0.0% | 54 | 0.0% | 0.00% | 0.0% | |
| EW | EDWARDS LIFESCIENCES CORP | $2,000 | 0.0% | 32 | 0.0% | 0.00% | 0.0% | |
| LNC | LINCOLN NATIONAL CORP COM | $3,000 | 0.0% | 73 | 0.0% | 0.00% | 0.0% | |
| LLNW | LIMELIGHT NETWORKS INC | $2,000 | 0.0% | 500 | 0.0% | 0.00% | 0.0% | |
| EOG | EOG RESOURCES INC | $2,000 | 0.0% | 43 | 0.0% | 0.00% | 0.0% | |
| IDXX | IDEXX LABORATORIES INC COM | $2,000 | 0.0% | 6 | 0.0% | 0.00% | 0.0% | |
| NTRS | NORTHERN TRUST CORP COM | $3,000 | 0.0% | 38 | 0.0% | 0.00% | 0.0% | |
| DIOD | DIODES INC | $3,000 | 0.0% | 51 | 0.0% | 0.00% | 0.0% | |
| PH | PARKER-HANNIFIN CORP COM | $2,000 | 0.0% | 11 | 0.0% | 0.00% | 0.0% | |
| DXCM | DEXCOM INC | $3,000 | 0.0% | 9 | 0.0% | 0.00% | 0.0% | |
| DRI | DARDEN RESTAURANTS INC | $2,000 | 0.0% | 24 | 0.0% | 0.00% | 0.0% | |
| VTWO | VANGUARD RUSSELL ETFvng rus2000idx | $3,000 | 0.0% | 21 | 0.0% | 0.00% | 0.0% | |
| CTMX | CYTOMX THERAPEUTICS INC COM | $3,000 | 0.0% | 500 | 0.0% | 0.00% | 0.0% | |
| SHM | SPDR SER TR NUVEEN BLMBRG SRnuveen blmbrg sr | $3,000 | 0.0% | 79 | 0.0% | 0.00% | 0.0% | |
| NXTC | NEXTCURE INC COM | $2,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
| VTEB | VANGUARD MUN BD FDS TAX EXEMPT BDtax exempt bd | $3,000 | 0.0% | 65 | 0.0% | 0.00% | 0.0% | |
| CSGP | COSTAR GROUP INC | $3,000 | 0.0% | 4 | 0.0% | 0.00% | 0.0% | |
| STWD | STARWOOD PPTY TR INC COM | $3,000 | 0.0% | 176 | 0.0% | 0.00% | 0.0% | |
| STT | STATE STREET CORP | $3,000 | 0.0% | 48 | 0.0% | 0.00% | 0.0% | |
| SRCL | STERICYCLE INC COM | $3,000 | 0.0% | 58 | 0.0% | 0.00% | 0.0% | |
| SID | SID NACIONAL ADR REPSTG ONE ORDsponsored adr | $2,000 | 0.0% | 484 | 0.0% | 0.00% | 0.0% | |
| CLNY | COLONY CAP INC NEW CL A COM | $3,000 | 0.0% | 663 | 0.0% | 0.00% | 0.0% | |
| CTXS | CITRIX SYS INC COM | $3,000 | 0.0% | 26 | 0.0% | 0.00% | 0.0% | |
| CHD | CHURCH DWIGHT COM | $2,000 | 0.0% | 33 | 0.0% | 0.00% | 0.0% | |
| CIM | CHIMERA INVESTMENT CORP | $2,000 | 0.0% | 262 | 0.0% | 0.00% | 0.0% | |
| VRSK | VERISK ANALYTICS INC COM | $2,000 | 0.0% | 13 | 0.0% | 0.00% | 0.0% | |
| CC | CHEMOURS CO COM | $3,000 | 0.0% | 120 | 0.0% | 0.00% | 0.0% | |
| CVCY | CENTRAL VY CMNTY BANCORP COM | $3,000 | 0.0% | 184 | 0.0% | 0.00% | 0.0% | |
| PGR | PROGRESSIVE CORP COM | $2,000 | 0.0% | 28 | 0.0% | 0.00% | 0.0% | |
| HEIA | HEICO CORP COMcl a | $2,000 | 0.0% | 19 | 0.0% | 0.00% | 0.0% | |
| RDN | RADIAN GROUP INC COM | $3,000 | 0.0% | 170 | 0.0% | 0.00% | 0.0% | |
| HEI | HEICO CORP | $3,000 | 0.0% | 27 | 0.0% | 0.00% | 0.0% | |
| RJF | RAYMOND JAMES FINL INC COM | $2,000 | 0.0% | 21 | 0.0% | 0.00% | 0.0% | |
| CSX | CSX CORP COM | $3,000 | 0.0% | 36 | 0.0% | 0.00% | 0.0% | |
| GWRE | GUIDEWIRE SOFTWARE INC COM | $2,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% | |
| TTWO | TAKE-TWO INTERACTIVE SOFTWARE INC | $3,000 | 0.0% | 17 | 0.0% | 0.00% | 0.0% | |
| CME | CME GROUP INC COM | $3,000 | 0.0% | 17 | 0.0% | 0.00% | 0.0% | |
| JLL | JONES LANG LASALLE INC COM | $3,000 | 0.0% | 21 | 0.0% | 0.00% | 0.0% | |
| RP | REALPAGE INC | $2,000 | 0.0% | 28 | 0.0% | 0.00% | 0.0% | |
| TTM | TATA MOTORS ADR REPSG ORDsponsored adr | $3,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
| GBX | GREENBRIER COMPANIES INC | $3,000 | 0.0% | 104 | 0.0% | 0.00% | 0.0% | |
| TDOC | TELADOC HEALTH INC COM | $3,000 | 0.0% | 13 | 0.0% | 0.00% | 0.0% | |
| VIV | TELEFONICA BRASIL SA SPON ADS EA REPR ORDnew adr | $3,000 | 0.0% | 415 | 0.0% | 0.00% | 0.0% | |
| JAGG | J P MORGAN EXCHANGE-TRADED FD US AGGREGATEus aggregate | $3,000 | 0.0% | 112 | 0.0% | 0.00% | 0.0% | |
| GGG | GRACO INC | $2,000 | 0.0% | 43 | 0.0% | 0.00% | 0.0% | |
| GEM | GOLDMAN SACHS ETF TR ACTIVEBETA EMEactivebeta eme | $3,000 | 0.0% | 79 | 0.0% | 0.00% | 0.0% | |
| WWD | WOODWARD INC COM | $2,000 | 0.0% | 19 | 0.0% | 0.00% | 0.0% | |
| MKC | MCCORMICK COMPANY INC COM | $2,000 | 0.0% | 26 | 0.0% | 0.00% | 0.0% | |
| GBT | GLOBAL BLOOD THERAPEUTICS INC COM | $3,000 | 0.0% | 80 | 0.0% | 0.00% | 0.0% | |
| XPER | XPERI HOLDING CORP COM | $3,000 | 0.0% | 158 | 0.0% | 0.00% | 0.0% | |
| BIDU | BAIDU INC SPON ADS ORDspon adr rep a | $3,000 | 0.0% | 16 | 0.0% | 0.00% | 0.0% | |
| AVB | AVALONBAY COMMUNITIES INC COM | $3,000 | 0.0% | 18 | 0.0% | 0.00% | 0.0% | |
| AVLR | AVALARA INC COM | $2,000 | 0.0% | 16 | 0.0% | 0.00% | 0.0% | |
| AMCR | AMCOR PLC ORDord | $3,000 | 0.0% | 290 | 0.0% | 0.00% | 0.0% | |
| AON | AON PLC CL A COM | $3,000 | 0.0% | 15 | 0.0% | 0.00% | 0.0% | |
| ARW | ARROW ELECTRONICS INC COM | $2,000 | 0.0% | 21 | 0.0% | 0.00% | 0.0% | |
| ARES | ARES MANAGEMENT CORPORATION CL A COM STK | $3,000 | 0.0% | 84 | 0.0% | 0.00% | 0.0% | |
| ETN | EATON CORP PLC COM | $3,000 | 0.0% | 32 | 0.0% | 0.00% | 0.0% | |
| APH | AMPHENOL CORP CLASS A COMcl a | $3,000 | 0.0% | 29 | 0.0% | 0.00% | 0.0% | |
| IVZ | INVESCO LTD | $2,000 | 0.0% | 134 | 0.0% | 0.00% | 0.0% | |
| JCI | JOHNSON CONTROLS INTERNATIONAL PLC COM | $3,000 | 0.0% | 77 | 0.0% | 0.00% | 0.0% | |
| TRV | TRAVELERS COMPANIES INC COM STK | $3,000 | 0.0% | 27 | 0.0% | 0.00% | 0.0% | |
| GME | GAMESTOP CORPORATION COM CLASS Acl a | $2,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% | |
| COLD | AMERICOLD RLTY TR COM | $2,000 | 0.0% | 56 | 0.0% | 0.00% | 0.0% | |
| AWK | AMERICAN WATER WORKS COMPANY INC COM | $2,000 | 0.0% | 12 | 0.0% | 0.00% | 0.0% | |
| NCLH | NORWEGIAN CRUISE LINE HLDG LTD | $2,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| ST | SENSATA TECHNOLOGIES HOLDING PLC COM | $2,000 | 0.0% | 42 | 0.0% | 0.00% | 0.0% | |
| IUSG | ISHARES CORE SP US GROWTH ETFcore s&p us gwt | $2,000 | 0.0% | 26 | 0.0% | 0.00% | 0.0% | |
| STE | STERIS PLC ORD | $3,000 | 0.0% | 18 | 0.0% | 0.00% | 0.0% | |
| TYL | TYLER TECHNOLOGIES INC | $2,000 | 0.0% | 6 | 0.0% | 0.00% | 0.0% | |
| IUSV | ISHARES CORE SP US VALUE ETFcore s&p us vlu | $2,000 | 0.0% | 36 | 0.0% | 0.00% | 0.0% | |
| AFG | AMERICAN FINANCIAL GROUP INC OHIO COM | $2,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
| AEE | AMEREN CORP COM | $2,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% | |
| FMS | FRESENIUS MEDICAL CARE AG CO KGAA SPON ADR-sponsored adr | $3,000 | 0.0% | 84 | 0.0% | 0.00% | 0.0% | |
| ALB | ALBEMARLE CORP COM | $2,000 | 0.0% | 14 | 0.0% | 0.00% | 0.0% | |
| AL | Buy | AIR LEASE CORPcl a | $3,000 | +50.0% | 55 | +7.8% | 0.00% | 0.0% |
| FBHS | FORTUNE BRANDS HOME SECURITY INC | $2,000 | 0.0% | 27 | 0.0% | 0.00% | 0.0% | |
| UBS | UBS GROUP CHF REGD | $2,000 | 0.0% | 202 | 0.0% | 0.00% | 0.0% | |
| FLR | FLUOR CORP COM | $2,000 | 0.0% | 161 | 0.0% | 0.00% | 0.0% | |
| YOLO | Buy | ADVISORSHARES TR PURE CANNABISpure cannabis | $2,000 | – | 40 | +33.3% | 0.00% | – |
| TSEM | TOWER SEMICONDUCTOR LTD ORD ILS | $2,000 | 0.0% | 69 | 0.0% | 0.00% | 0.0% | |
| ARKQ | ARK ETF TR AUTNMUS TECHNLGYautnmus technlgy | $3,000 | 0.0% | 35 | 0.0% | 0.00% | 0.0% | |
| RNR | RENAISSANCERE HLDGS LTD COM | $1,000 | 0.0% | 8 | 0.0% | 0.00% | – | |
| STX | SEAGATE TECHNOLOGY PLC COM | $1,000 | 0.0% | 15 | 0.0% | 0.00% | – | |
| IPOD | SOCIAL CAP HEDOSOPHIA HLDGS CORP IV COM CL A | $0 | – | 30 | 0.0% | 0.00% | – | |
| STNE | STONECO LTD COM CLASS A | $1,000 | 0.0% | 20 | 0.0% | 0.00% | – | |
| AMH | AMERICAN HOMES RENTcl a | $1,000 | 0.0% | 53 | 0.0% | 0.00% | – | |
| ALLY | ALLY FINANCIAL INC COM | $1,000 | 0.0% | 31 | 0.0% | 0.00% | – | |
| AMG | Buy | AFFILIATED MANAGERS GROUP INC COM | $1,000 | – | 4 | +33.3% | 0.00% | – |
| XRAY | Exit | DENTSPLY SIRONA INC COM | $0 | – | -33 | -100.0% | 0.00% | – |
| CSTE | CAESARSTONE LTD ILS | $1,000 | 0.0% | 78 | 0.0% | 0.00% | – | |
| ESTC | ELASTIC N V COM | $1,000 | 0.0% | 11 | 0.0% | 0.00% | – | |
| AMC | AMC ENTERTAINMENT HOLDINGS INC | $0 | – | 15 | 0.0% | 0.00% | – | |
| AMCX | AMC NETWORKS INCcl a | $0 | – | 11 | 0.0% | 0.00% | – | |
| SPG | Exit | SIMON PROPERTY GROUP INC | $0 | – | -20 | -100.0% | 0.00% | – |
| ALNY | Exit | ALNYLAM PHARMACEUTICALS INC | $0 | – | -1 | -100.0% | 0.00% | – |
| NMR | Exit | NOMURA HOLDINGS ADR REPTG ONE ORDsponsored adr | $0 | – | -45 | -100.0% | 0.00% | – |
| ANTM | Exit | ANTHEM INC | $0 | – | -6 | -100.0% | 0.00% | – |
| INCO | Exit | COLUMBIA ETF TR II INDIA CONSMR ETFindia consmr etf | $0 | – | 0 | +100.0% | 0.00% | – |
| IIVI | Exit | II-VI INC COM | $0 | – | -3 | -100.0% | 0.00% | – |
| NKLA | Exit | NIKOLA CORP COM | $0 | – | -10 | -100.0% | 0.00% | – |
| BLE | Exit | BLACKROCK MUNICIPAL INCOME TRUST II | $0 | – | -117 | -100.0% | 0.00% | – |
| MNA | Exit | INDEXIQ ETF TR IQ ARB MERGER ARBITRAGE ETFiq mrgr arb etf | $0 | – | 0 | +100.0% | 0.00% | – |
| IAGG | Exit | ISHARES INTL AGGREGATE BONDcore intl aggr | $0 | – | -1 | -100.0% | 0.00% | – |
| MHK | Exit | MOHAWK INDUSTRIES COM | $0 | – | -2 | -100.0% | 0.00% | – |
| MCO | Exit | MOODYS CORP COM | $0 | – | -1 | -100.0% | 0.00% | – |
| FOXA | Exit | FOX CORP CL A COM | $0 | – | -10 | -100.0% | 0.00% | – |
| EWN | Exit | ISHARES INC MSCI NETHERL ETFmsci netherl etf | $0 | – | 0 | +100.0% | 0.00% | – |
| HRL | Exit | HORMEL FOODS CORP | $0 | – | 0 | +100.0% | 0.00% | – |
| LBRDA | Exit | LIBERTY BROADBAND CORP COM SER A | $0 | – | -2 | -100.0% | 0.00% | – |
| MU | Exit | MICRON TECHNOLOGY INC | $0 | – | -24 | -100.0% | 0.00% | – |
| NYT | Exit | NEW YORK TIMES COcl a | $0 | – | -34 | -100.0% | 0.00% | – |
| SCHO | Exit | SCHWAB STRATEGIC TR SHORT-TERM US TREASURY ETFsht tm us tres | $0 | – | -1 | -100.0% | 0.00% | – |
| BATRA | Exit | LIBERTY MEDIA CORP DEL COM A BRAVES GRP | $0 | – | -1 | -100.0% | 0.00% | – |
| KNX | Exit | KNIGHT-SWIFT TRANSN HLDGS INC CL Acl a | $0 | – | -7 | -100.0% | 0.00% | – |
| HSON | Exit | HUDSON GLOBAL INC COM NEW | $0 | – | -1 | -100.0% | 0.00% | – |
| FCX | Exit | FREEPORT-MCMORAN INC COMcl b | $0 | – | -11 | -100.0% | 0.00% | – |
| TER | Exit | TERADYNE INC COM | $0 | – | -16 | -100.0% | 0.00% | – |
| CWH | Exit | CAMPING WORLD HLDGS INC CL Acl a | $0 | – | -1 | -100.0% | 0.00% | – |
| HUM | Exit | HUMANA INC | $0 | – | -1 | -100.0% | 0.00% | – |
| ASIX | Exit | ADVANSIX INC COM | $0 | – | -3 | -100.0% | 0.00% | – |
| CCMP | Exit | CMC MATERIALS INC COM | $0 | – | -12 | -100.0% | 0.00% | – |
| ICVT | Exit | ISHARES TRUST CONVERTIBLE BOND ETFconv bd etf | $0 | – | 0 | +100.0% | 0.00% | – |
| PTON | Exit | PELOTON INTERACTIVE INC CL A COM | $0 | – | -1 | -100.0% | 0.00% | – |
| ARNC | Exit | ARCONIC CORPORATION COM | $0 | – | -12 | -100.0% | 0.00% | – |
| URI | Exit | UNITED RENTALS INC | $0 | – | -1 | -100.0% | 0.00% | – |
| MUFG | Exit | MITSUBISHI UFJ FINANCIAL GROUP INC SPON ADS ORDsponsored ads | $0 | – | -400 | -100.0% | 0.00% | – |
| MLHR | Exit | HERMAN MILLER INC | $0 | – | -7 | -100.0% | 0.00% | – |
| SPB | Exit | SPECTRUM BRANDS HLDGS INC NEW COM | $0 | – | -4 | -100.0% | 0.00% | – |
| TAIL | Exit | CAMBRIA ETF TR TAIL RISKtail risk | $0 | – | 0 | +100.0% | 0.00% | – |
| CCEP | Exit | COCA-COLA OPEAN PARTNERS PLC COM | $0 | – | -5 | -100.0% | 0.00% | – |
| GWPH | Exit | GW PHARMACEUTICALS PLC ADSads | $0 | – | -1 | -100.0% | 0.00% | – |
| ACTG | Exit | ACACIA RESEARCH CORP | $0 | – | -100 | -100.0% | 0.00% | – |
| MAR | Exit | MARRIOTT INTERNATIONAL INC COM CLASS Acl a | $0 | – | -2 | -100.0% | 0.00% | – |
| BKLN | Exit | INVESCO EXCH TRADED FD TR II SR LN ETFsr ln etf | $0 | – | -1 | -100.0% | 0.00% | – |
| HLI | Exit | HOULIHAN LOKEY INC CL Acl a | $0 | – | -27 | -100.0% | 0.00% | – |
| CROX | Exit | CROCS INC | $0 | – | -4 | -100.0% | 0.00% | – |
| LRCX | Exit | LAM RESEARCH CORP COM | $0 | – | -1 | -100.0% | 0.00% | – |
| QFIN | Exit | 360 DIGITECH INC SPON ADS ORD CL Aamerican dep | $0 | – | -96 | -100.0% | 0.00% | – |
| GRX | Exit | GABELLI HEALTHCARE WELLNESSRX TRUST | $0 | – | -25 | -100.0% | 0.00% | – |
| GXC | Exit | SPDR SP CHINA ETFs&p china etf | $0 | – | -1 | -100.0% | 0.00% | – |
| ING | Exit | ING GROEP NV SPONSORED ADRsponsored adr | $0 | – | -26 | -100.0% | 0.00% | – |
| AYI | Exit | ACUITY BRANDS INC | $0 | – | -2 | -100.0% | 0.00% | – |
| FND | Exit | FLOOR DECOR HLDGS INC CL Acl a | $0 | – | -3 | -100.0% | 0.00% | – |
| Exit | APPLIED DNA SCIENCES INC COM | $0 | – | -1 | -100.0% | 0.00% | – | |
| IVR | Exit | INVESCO MORTGAGE CAPITAL INC | $0 | – | 0 | +100.0% | 0.00% | – |
| CVE | Exit | CENOVUS ENERGY INC COM | $0 | – | -39 | -100.0% | 0.00% | – |
| OC | OWENS CORNING COM | $0 | – | 8 | 0.0% | 0.00% | – | |
| APTS | PREFERRED APARTMENT COMMUNITIES INC | $0 | – | 83 | 0.0% | 0.00% | – | |
| OSK | OSHKOSH CORP | $0 | – | 5 | 0.0% | 0.00% | – | |
| ORA | ORMAT TECHNOLOGIES INC | $1,000 | 0.0% | 14 | 0.0% | 0.00% | – | |
| IX | ORIX CORPORATION SPON ADR ORD CITsponsored adr | $1,000 | 0.0% | 15 | 0.0% | 0.00% | – | |
| OMC | OMNICOM GROUP INC COM | $0 | – | 15 | 0.0% | 0.00% | – | |
| ORI | OLD REPUBLIC INTERNATIONAL CORP | $0 | – | 2 | 0.0% | 0.00% | – | |
| OXYWS | OCCIDENTAL PETE CORP WTS EXP*w exp 08/03/202 | $0 | – | 15 | 0.0% | 0.00% | – | |
| OXY | OCCIDENTAL PETE CORP COM | $0 | – | 2 | 0.0% | 0.00% | – | |
| NVG | NUVEEN AMT FREE MUN CR INC FD COM | $1,000 | 0.0% | 116 | 0.0% | 0.00% | – | |
| QRVO | QORVO INC | $1,000 | 0.0% | 9 | 0.0% | 0.00% | – | |
| QS | QUANTUMSCAPE CORP COM CL A | $1,000 | 0.0% | 25 | 0.0% | 0.00% | – | |
| NWSA | NEWS CORP NEW COM CL Acl a | $1,000 | 0.0% | 52 | 0.0% | 0.00% | – | |
| NEM | NEWMONT CORP COM | $1,000 | 0.0% | 24 | 0.0% | 0.00% | – | |
| NTES | NETEASE INC ADS R COM STKsponsored ads | $1,000 | 0.0% | 13 | 0.0% | 0.00% | – | |
| RBC | REGAL BELOIT CORP COM STK | $0 | – | 5 | 0.0% | 0.00% | – | |
| NOV | New | NOV INC COM | $0 | – | 31 | +100.0% | 0.00% | – |
| NRG | NRG ENERGY INC | $0 | – | 22 | 0.0% | 0.00% | – | |
| REZI | RESIDEO TECHNOLOGIES INC COM | $0 | – | 23 | 0.0% | 0.00% | – | |
| MVIS | MICROVISION INC | $1,000 | 0.0% | 187 | 0.0% | 0.00% | – | |
| RDSB | ROYAL DUTCH SHELL ADR REP CL B ORDspon adr b | $0 | – | 10 | 0.0% | 0.00% | – | |
| RDSA | ROYAL DUTCH SHELL ADR REP CL A ORDspons adr a | $0 | – | 20 | 0.0% | 0.00% | – | |
| RGT | ROYCE GLOBAL VALUE TRUST INC | $0 | – | 14 | 0.0% | 0.00% | – | |
| RYAAY | RYANAIR HOLDINGS PLC ADS R ORD POST REV SPsponsored ads | $0 | – | 7 | 0.0% | 0.00% | – | |
| MCK | MCKESSON CORP | $0 | – | 2 | 0.0% | 0.00% | – | |
| MTCH | MATCH GROUP INC NEW COM | $0 | – | 4 | 0.0% | 0.00% | – | |
| MGM | MGM RESORTS INTERNATIONAL COM | $1,000 | 0.0% | 40 | 0.0% | 0.00% | – | |
| MTG | MGIC INVESTMENT CORP COM | $0 | – | 19 | 0.0% | 0.00% | – | |
| LYFT | LYFT INC CL A COM | $1,000 | 0.0% | 30 | 0.0% | 0.00% | – | |
| SJNK | SPDR SER TR BLOOMBERG SRT TRbloomberg srt tr | $1,000 | 0.0% | 41 | 0.0% | 0.00% | – | |
| XES | SPDR SER TR OILGAS EQUIPoilgas equip | $1,000 | 0.0% | 27 | 0.0% | 0.00% | – | |
| LGND | LIGAND PHARMACEUTICALS INC | $1,000 | 0.0% | 7 | 0.0% | 0.00% | – | |
| BATRK | LIBERTY MEDIA CORP DEL COM C BRAVES GRP | $0 | – | 2 | 0.0% | 0.00% | – | |
| FWONA | LIBERTY MEDIA CORP DEL COM SER A FRMLA | $0 | – | 2 | 0.0% | 0.00% | – | |
| FWONK | LIBERTY MEDIA CORP DEL COM SER C FRMLA | $0 | – | 5 | 0.0% | 0.00% | – | |
| LSXMK | LIBERTY MEDIA CORP DEL COM C SIRIUSXM | $0 | – | 20 | 0.0% | 0.00% | – | |
| LSXMA | LIBERTY MEDIA CORP DEL COM A SIRIUSXM | $0 | – | 10 | 0.0% | 0.00% | – | |
| LBRDK | LIBERTY BROADBAND CORP COM SER C | $0 | – | 5 | 0.0% | 0.00% | – | |
| LC | LENDINGCLUB CORP COM NEW | $0 | – | 3 | 0.0% | 0.00% | – | |
| LSCC | LATTICE SEMICONDUCTOR CORP | $1,000 | 0.0% | 26 | 0.0% | 0.00% | – | |
| LW | LAMB WESTON HLDGS INC COM | $0 | – | 12 | 0.0% | 0.00% | – | |
| KKR | KKR CO INC COM | $0 | – | 5 | 0.0% | 0.00% | – | |
| J | JACOBS ENGR GROUP INC COM | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
| SCHE | SCHWAB STRATEGIC TR EMERGING MKTS EQUITY ETFemrg mkteq etf | $0 | – | 2 | 0.0% | 0.00% | – | |
| USHY | ISHARES TR BROAD HIGHbroad usd high | $1,000 | 0.0% | 27 | 0.0% | 0.00% | – | |
| SE | SEA LIMITED ADS ONE CLASS A ORDsponsord ads | $0 | – | 3 | 0.0% | 0.00% | – | |
| SEE | SEALED AIR CORP | $1,000 | 0.0% | 31 | 0.0% | 0.00% | – | |
| SHY | ISHARES TRUST - YEAR TREASURY BOND ETF1 3 yr treas bd | $0 | – | 10 | 0.0% | 0.00% | – | |
| ILF | ISHARES S P LATIN AMERICA INDEX FUNDlatn amer 40 etf | $0 | – | 2 | 0.0% | 0.00% | – | |
| IRM | IRON MOUNTAIN INC COM | $0 | – | 28 | 0.0% | 0.00% | – | |
| IQ | IQIYI INC SPON EACH ADS REP ORD CLASS Asponsored ads | $1,000 | 0.0% | 48 | 0.0% | 0.00% | – | |
| IQV | IQVIA HLDGS INC COM | $1,000 | 0.0% | 9 | 0.0% | 0.00% | – | |
| SHG | SHINHAN FINANCIAL GROUP CO LTD SPONS ADR ORD KRWspn adr restrd | $1,000 | 0.0% | 59 | 0.0% | 0.00% | – | |
| IPG | INTERPUBLIC GROUP COS INC COM | $0 | – | 30 | 0.0% | 0.00% | – | |
| IFF | INTERNATIONAL FLAVORS FRAGRANCES COM | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
| ICPT | INTERCEPT PHARMACEUTICALS INC | $0 | – | 4 | 0.0% | 0.00% | – | |
| ISNS | IMAGE SENSING SYSTEMS INC | $1,000 | 0.0% | 374 | 0.0% | 0.00% | – | |
| SJM | SMUCKER J M CO COM NEW | $0 | – | 3 | 0.0% | 0.00% | – | |
| SEDG | SOLAREDGE TECHNOLOGIES INC | $0 | – | 3 | 0.0% | 0.00% | – | |
| ITW | ILLINOIS TOOL WORKS INC COM | $1,000 | 0.0% | 6 | 0.0% | 0.00% | – | |
| IPGP | IPG PHOTONICS CORPORATION COM | $1,000 | 0.0% | 5 | 0.0% | 0.00% | – | |
| JBHT | HUNT JB TRANSPORT SERVICES INC COM | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
| SAVE | SPIRIT AIRLINES INC | $0 | – | 20 | 0.0% | 0.00% | – | |
| HWM | HOWMET AEROSPACE INC COM | $1,000 | 0.0% | 49 | 0.0% | 0.00% | – | |
| HFC | HOLLYFRONTIER CORP | $1,000 | 0.0% | 36 | 0.0% | 0.00% | – | |
| HLT | HILTON WORLDWIDE HLDGS INC | $1,000 | 0.0% | 11 | 0.0% | 0.00% | – | |
| REGN | Exit | REGENERON PHARMACEUTICALS INC | $0 | – | -1 | -100.0% | 0.00% | – |
| HXL | HEXCEL CORP | $0 | – | 16 | 0.0% | 0.00% | – | |
| HES | HESS CORPORATION COM | $0 | – | 11 | 0.0% | 0.00% | – | |
| SMFG | SUMITOMO MIT ADR REP TH OF ORDsponsored adr | $1,000 | 0.0% | 176 | 0.0% | 0.00% | – | |
| JKHY | HENRY JACK ASSOCIATES INC COM | $1,000 | 0.0% | 9 | 0.0% | 0.00% | – | |
| SYNH | SYNEOS HEALTH INC CL Acl a | $1,000 | 0.0% | 26 | 0.0% | 0.00% | – | |
| HAS | HASBRO INC COM | $1,000 | 0.0% | 14 | 0.0% | 0.00% | – | |
| HCA | HCA HEALTHCARE INC COM | $1,000 | 0.0% | 9 | 0.0% | 0.00% | – | |
| TAK | TAKEDA PHARMACEUTICAL CO LTD SPON ADS ORDsponsored ads | $0 | – | 19 | 0.0% | 0.00% | – | |
| TPR | TAPESTRY INC COM | $0 | – | 14 | 0.0% | 0.00% | – | |
| GRFS | GRIFOLS S A SP ADR REP B NVTsp adr rep b nvt | $0 | – | 12 | 0.0% | 0.00% | – | |
| XOUT | GRANITESHARES ETF TR XOUT US LRG CPxout us lrg cp | $0 | – | 15 | 0.0% | 0.00% | – | |
| TEVA | TEVA PHARMACEUTICAL INDUSTRIES SPON ADS ORDsponsored ads | $0 | – | 50 | 0.0% | 0.00% | – | |
| GSAT | GLOBALSTAR INC COM | $0 | – | 113 | 0.0% | 0.00% | – | |
| TRI | THOMSON-REUTERS CORP COM POST REV SPLIT | $1,000 | 0.0% | 20 | 0.0% | 0.00% | – | |
| GMAB | GENMAB AS SPON ADS ORDsponsored ads | $0 | – | 13 | 0.0% | 0.00% | – | |
| TTE | TOTAL SE SPON ADS EA REP ORDsponsored ads | $1,000 | 0.0% | 32 | 0.0% | 0.00% | – | |
| GCI | GANNETT CO INC COM | $0 | – | 132 | 0.0% | 0.00% | – | |
| TRU | TRANSUNION COM | $0 | – | 2 | 0.0% | 0.00% | – | |
| GATX | GATX CORP COM STK | $1,000 | 0.0% | 18 | 0.0% | 0.00% | – | |
| FUBO | FUBOTV INC COM | $0 | – | 10 | 0.0% | 0.00% | – | |
| TWTR | TWITTER INC COM | $1,000 | 0.0% | 30 | 0.0% | 0.00% | – | |
| VNQI | Exit | VANGUARD INTL EQUITY INDEX FDS GLB EX US ETFglb ex us etf | $0 | – | 0 | +100.0% | 0.00% | – |
| SVVC | FIRSTHAND TECHNOLOGY VALUE FD COM | $0 | – | 10 | 0.0% | 0.00% | – | |
| FSLR | FIRST SOLAR INC | $1,000 | 0.0% | 15 | 0.0% | 0.00% | – | |
| UAL | UNITED AIRLS HLDGS INC COM | $1,000 | 0.0% | 30 | 0.0% | 0.00% | – | |
| FSLY | FASTLY INC CL Acl a | $0 | – | 5 | 0.0% | 0.00% | – | |
| USM | US CELLULAR CORP COM STK | $0 | – | 27 | 0.0% | 0.00% | – | |
| USFD | US FOODS HLDG CORP COM | $0 | – | 12 | 0.0% | 0.00% | – | |
| UNG | UNITED STS NAT GAS FD LP UNIT PARunit par | $0 | – | 12 | 0.0% | 0.00% | – | |
| EXPE | EXPEDIA GROUP INC | $0 | – | 4 | 0.0% | 0.00% | – | |
| VFC | V F CORP COM | $0 | – | 12 | 0.0% | 0.00% | – | |
| VALE | VALE SA SPONS ADS REPR COMsponsored ads | $0 | – | 31 | 0.0% | 0.00% | – | |
| EXC | EXELON CORP COM | $0 | – | 16 | 0.0% | 0.00% | – | |
| EVOL | EVOLVING SYSTEMS INC | $1,000 | 0.0% | 933 | 0.0% | 0.00% | – | |
| EVRG | EVERGY INC COM | $0 | – | 7 | 0.0% | 0.00% | – | |
| EFX | EQUIFAX INC COM | $0 | – | 2 | 0.0% | 0.00% | – | |
| ETR | ENTERGY CORP | $0 | – | 2 | 0.0% | 0.00% | – | |
| ET | ENERGY TRANSFER LP COM UT LTD PTN | $1,000 | 0.0% | 184 | 0.0% | 0.00% | – | |
| ESRT | EMPIRE STATE REALTY TRUST INCcl a | $0 | – | 11 | 0.0% | 0.00% | – | |
| EIM | EATON VANCE MUN BD FD COM | $0 | – | 56 | 0.0% | 0.00% | – | |
| EMN | EASTMAN CHEM CO COM | $1,000 | 0.0% | 16 | 0.0% | 0.00% | – | |
| E | ENI ADRsponsored adr | $0 | – | 28 | 0.0% | 0.00% | – | |
| DS | DRIVE SHACK INC COM | $0 | – | 324 | 0.0% | 0.00% | – | |
| DOV | DOVER CORP COM | $1,000 | 0.0% | 14 | 0.0% | 0.00% | – | |
| DKS | DICK S SPORTING GOODS INC | $0 | – | 5 | 0.0% | 0.00% | – | |
| DDOG | DATADOG INC CL A COM | $0 | – | 5 | 0.0% | 0.00% | – | |
| HYLB | DBX ETF TR XTRACK HIGHxtrack usd high | $1,000 | 0.0% | 22 | 0.0% | 0.00% | – | |
| CRWD | CROWDSTRIKE HLDGS INC CL Acl a | $1,000 | 0.0% | 5 | 0.0% | 0.00% | – | |
| CREE | CREE INC COM | $1,000 | 0.0% | 11 | 0.0% | 0.00% | – | |
| CVNA | Exit | CARVANA CO CL Acl a | $0 | – | -1 | -100.0% | 0.00% | – |
| CS | CREDIT SUISSE GRP ADR REPTG ONE ORDsponsored adr | $1,000 | 0.0% | 109 | 0.0% | 0.00% | – | |
| CLR | CONTINENTAL RES INC COM | $1,000 | 0.0% | 59 | 0.0% | 0.00% | – | |
| CNDT | CONDUENT INC COM | $0 | – | 20 | 0.0% | 0.00% | – | |
| EL | Exit | ESTEE LAUDER COMPANIES INC COM CLASS Acl a | $0 | – | -1 | -100.0% | 0.00% | – |
| CHDN | Exit | CHURCHILL DOWNS INC | $0 | – | -1 | -100.0% | 0.00% | – |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIONS CORP COM CL Acl a | $0 | – | 8 | 0.0% | 0.00% | – | |
| XEC | CIMAREX ENERGY CO | $1,000 | 0.0% | 34 | 0.0% | 0.00% | – | |
| CCIV | CHURCHILL CAPITAL CORP IV CL Acl a | $0 | – | 30 | 0.0% | 0.00% | – | |
| CNC | CENTENE CORP | $0 | – | 13 | 0.0% | 0.00% | – | |
| KMX | CARMAX INC | $1,000 | 0.0% | 11 | 0.0% | 0.00% | – | |
| VST | VISTRA CORP COM | $0 | – | 16 | 0.0% | 0.00% | – | |
| COF | CAPITAL ONE FINANCIAL CORP COM | $0 | – | 8 | 0.0% | 0.00% | – | |
| CZR | CAESARS ENTERTAINMENT INC NEW COM | $0 | – | 3 | 0.0% | 0.00% | – | |
| COG | CABOT OIL GAS CORP | $0 | – | 25 | 0.0% | 0.00% | – | |
| WPP | WPP PLC AMERICAN DEPOSITARY ORDadr | $1,000 | 0.0% | 30 | 0.0% | 0.00% | – | |
| CSGS | CSG SYSTEMS INTERNATIONAL INC | $0 | – | 22 | 0.0% | 0.00% | – | |
| CRH | CRH SPON ADR EA REPR ORDadr | $0 | – | 11 | 0.0% | 0.00% | – | |
| WCN | WASTE CONNECTIONS INC CA COM | $0 | – | 2 | 0.0% | 0.00% | – | |
| WBT | WELBILT INC COM | $1,000 | 0.0% | 75 | 0.0% | 0.00% | – | |
| BFB | BROWN-FORMAN CORP COM CLASS Bcl b | $1,000 | 0.0% | 17 | 0.0% | 0.00% | – | |
| BHF | BRIGHTHOUSE FINL INC COM | $0 | – | 11 | 0.0% | 0.00% | – | |
| BSX | BOSTON SCIENTIFIC CORP | $0 | – | 11 | 0.0% | 0.00% | – | |
| WHR | WHIRLPOOL CORP | $1,000 | 0.0% | 8 | 0.0% | 0.00% | – | |
| BWA | BORG WARNER INC COM | $0 | – | 8 | 0.0% | 0.00% | – | |
| DTD | WISDOMTREE TR US TOTAL DIVIDNDus total dividnd | $1,000 | 0.0% | 14 | 0.0% | 0.00% | – | |
| APRN | BLUE APRON HLDGS INC CL A NEWcl a new | $0 | – | 73 | 0.0% | 0.00% | – | |
| BLKB | BLACKBAUD INC | $0 | – | 12 | 0.0% | 0.00% | – | |
| BHP | BHP GROUP LTD SPON ADS ORDsponsored ads | $1,000 | 0.0% | 16 | 0.0% | 0.00% | – | |
| MPV | BARINGS PARTN INVS SH BEN INTsh ben int | $0 | – | 73 | 0.0% | 0.00% | – | |
| BCS | BARCLAYS PLC ADRadr | $0 | – | 119 | 0.0% | 0.00% | – | |
| XPO | XPO LOGISTICS INC COM | $0 | – | 2 | 0.0% | 0.00% | – | |
| SAN | BANCO SANTANDER SA ADRadr | $0 | – | 5 | 0.0% | 0.00% | – | |
| BBVA | BANCO BILBAO VIZCAYA ARGENTARIA ADRsponsored adr | $0 | – | 3 | 0.0% | 0.00% | – | |
| BLL | BALL CORP COM | $1,000 | 0.0% | 14 | 0.0% | 0.00% | – | |
| XRX | XEROX HOLDINGS CORP COM NEW | $1,000 | 0.0% | 74 | 0.0% | 0.00% | – | |
| ZEN | ZENDESK INC COM | $0 | – | 5 | 0.0% | 0.00% | – | |
| BBL | BHP GROUP PLC SPON ADS ORDsponsored adr | $0 | – | 8 | 0.0% | 0.00% | – | |
| DOX | AMDOCS LTD | $0 | – | 5 | 0.0% | 0.00% | – | |
| AME | Exit | AMETEK INC COM | $0 | – | -2 | -100.0% | 0.00% | – |
| ABC | AMERISOURCEBERGEN CORPORATION COM | $1,000 | 0.0% | 13 | 0.0% | 0.00% | – | |
| PDD | PINDUODUO INC SPON ADS ORDsponsored ads | $0 | – | 2 | 0.0% | 0.00% | – | |
| PIPP | New | PINE IS ACQUISITION CORP CL Acl a | $0 | – | 30 | +100.0% | 0.00% | – |
| PINS | PINTEREST INC CL Acl a | $0 | – | 10 | 0.0% | 0.00% | – | |
| PKG | PACKAGING CORP OF AMERICA COM | $1,000 | 0.0% | 12 | 0.0% | 0.00% | – | |
| PVH | PVH CORPORATION COM | $0 | – | 8 | 0.0% | 0.00% | – | |
| PKX | POSCO ADR REPSG ORDsponsored adr | $1,000 | 0.0% | 20 | 0.0% | 0.00% | – | |
| PHI | PLDT INC ADR ORDsponsored adr | $1,000 | 0.0% | 55 | 0.0% | 0.00% | – | |
| HYS | PIMCO - YEAR HIGH YIELD CORPORATE BOND INDEX ETF0-5 high yield | $1,000 | 0.0% | 11 | 0.0% | 0.00% | – | |
| CHL | Exit | CHINA MOBILE ADR REPSG ORDsponsored adr | $0 | – | -100 | -100.0% | -0.00% | – |
| FAX | Exit | ABERDEEN ASIA-PACIFIC INCOME F COM | $0 | – | -1,170 | -100.0% | -0.00% | – |
| WYND | Exit | WYNDHAM DESTINATIONS INC COM | $0 | – | -110 | -100.0% | -0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-05-17
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC COM USD0 00001 | 19 | Q3 2023 | 12.9% |
| CHEVRON CORP NEW COM | 19 | Q3 2023 | 6.5% |
| MICROSOFT CORP | 19 | Q3 2023 | 2.7% |
| VANGUARD S&P 500 ETF SHS | 19 | Q3 2023 | 2.8% |
| VANGUARD INTL EQUITY INDEX FDS ALLWRLD EX US | 19 | Q3 2023 | 2.3% |
| ISHARES TR MSCI USA MIN VOL | 19 | Q3 2023 | 4.9% |
| TESLA INC COM | 19 | Q3 2023 | 1.7% |
| VANGUARD TOTAL BOND MARKET ETF | 19 | Q3 2023 | 11.7% |
| VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF | 19 | Q3 2023 | 4.1% |
| AMAZONCOM INC | 19 | Q3 2023 | 1.0% |
View LIBERTY WEALTH MANAGEMENT LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-09 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-10 |
| 13F-HR | 2023-05-03 |
| 13F-HR | 2022-11-15 |
| 13F-HR | 2022-08-15 |
| 13F-HR | 2022-05-09 |
| 13F-HR | 2022-02-15 |
| 13F-HR | 2021-11-15 |
| 13F-HR/A | 2021-08-13 |
View LIBERTY WEALTH MANAGEMENT LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.