$257 Million is the total value of LIBERTY WEALTH MANAGEMENT LLC's 1138 reported holdings in Q2 2021. The portfolio turnover from Q1 2021 to Q2 2021 was 41.6% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Buy | APPLE INC | $25,321,000 | +5.1% | 184,697 | +2.8% | 9.84% | -16.3% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $23,925,000 | +47.7% | 55,660 | +29.8% | 9.30% | +17.6% |
| ESGU | Buy | ISHARES TResg awr msci usa | $14,196,000 | +21.1% | 144,201 | +7.0% | 5.52% | -3.6% |
| EFV | Buy | ISHARES TReafe value etf | $10,832,000 | +155.4% | 209,336 | +134.1% | 4.21% | +103.4% |
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $7,872,000 | +10.8% | 35,714 | -0.8% | 3.06% | -11.8% |
| GOVT | Buy | ISHARES TRus treas bd etf | $7,761,000 | +14.4% | 291,911 | +16.7% | 3.02% | -8.9% |
| EFG | Buy | ISHARES TReafe grwth etf | $7,689,000 | +7.0% | 71,690 | +0.9% | 2.99% | -14.8% |
| IUSB | Buy | ISHARES TRcore total usd | $6,890,000 | +54.3% | 128,878 | +56.4% | 2.68% | +22.8% |
| VLUE | Buy | ISHARES TRmsci usa value | $6,141,000 | +46.0% | 58,460 | +26.4% | 2.39% | +16.3% |
| MSFT | Sell | MICROSOFT CORP | $5,717,000 | +1.9% | 21,104 | -9.8% | 2.22% | -18.8% |
| VEU | Buy | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $5,325,000 | +21.6% | 84,157 | +14.5% | 2.07% | -3.2% |
| IGSB | Buy | ISHARES TR | $5,217,000 | +44.4% | 95,229 | +45.1% | 2.03% | +15.0% |
| ESGE | Sell | ISHARES INCesg awr msci em | $4,936,000 | +0.3% | 109,354 | -0.8% | 1.92% | -20.1% |
| IXG | New | ISHARES TRglobal finls etf | $3,966,000 | – | 51,122 | +100.0% | 1.54% | – |
| IYE | New | ISHARES TRu.s. energy etf | $3,590,000 | – | 123,422 | +100.0% | 1.40% | – |
| CVX | Buy | CHEVRON CORP NEW | $3,514,000 | +23.4% | 33,546 | +1.8% | 1.37% | -1.8% |
| IAU | New | ISHARES GOLD TRishares new | $3,492,000 | – | 103,697 | +100.0% | 1.36% | – |
| VOO | Sell | VANGUARD INDEX FDS | $3,142,000 | -6.9% | 8,320 | -14.8% | 1.22% | -25.8% |
| TSLA | Buy | TESLA INC | $3,020,000 | -13.4% | 4,443 | +7.0% | 1.17% | -31.0% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $2,976,000 | +21.7% | 26,353 | +7.0% | 1.16% | -3.1% |
| FALN | Buy | ISHARES TRfaln angls usd | $2,755,000 | +129.0% | 91,982 | +124.2% | 1.07% | +82.5% |
| MTUM | Buy | ISHARES TRmsci usa mmentm | $2,666,000 | +24.8% | 15,375 | +20.8% | 1.04% | -0.6% |
| IGLB | Buy | ISHARES TR10+ yr invst grd | $2,480,000 | +174.0% | 35,323 | +177.0% | 0.96% | +118.1% |
| SLY | Buy | SPDR SER TRs&p 600 sml cap | $2,099,000 | +160.4% | 21,470 | +129.2% | 0.82% | +107.1% |
| AMZN | Buy | AMAZON COM INC | $2,039,000 | +47.1% | 593 | +43.2% | 0.79% | +17.1% |
| VB | Sell | VANGUARD INDEX FDSsmall cp etf | $1,819,000 | -10.7% | 8,217 | -18.2% | 0.71% | -28.9% |
| ORCL | Buy | ORACLE CORP | $1,745,000 | +181.5% | 22,422 | +122.3% | 0.68% | +123.8% |
| COMT | New | ISHARES U S ETF TRgsci cmdty stgy | $1,670,000 | – | 48,419 | +100.0% | 0.65% | – |
| VGT | Sell | VANGUARD WORLD FDSinf tech etf | $1,624,000 | -7.6% | 4,071 | -16.6% | 0.63% | -26.5% |
| IXN | Sell | ISHARES TRglobal tech etf | $1,551,000 | -36.0% | 4,597 | -41.7% | 0.60% | -49.1% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $1,460,000 | +23.1% | 5,252 | +1.5% | 0.57% | -1.9% |
| MBB | Sell | ISHARES TRmbs etf | $1,455,000 | -25.8% | 13,443 | -24.5% | 0.57% | -40.9% |
| DIS | Buy | DISNEY WALT CO | $1,435,000 | +7.7% | 8,032 | +3.0% | 0.56% | -14.2% |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $1,330,000 | +85.2% | 9,689 | +60.4% | 0.52% | +47.3% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $1,249,000 | +31.1% | 499 | -0.4% | 0.49% | +4.5% |
| VUG | Buy | VANGUARD INDEX FDSgrowth etf | $1,120,000 | +22.0% | 4,357 | +21.9% | 0.44% | -2.9% |
| VEA | Buy | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $1,098,000 | +20.3% | 21,318 | +10.9% | 0.43% | -4.3% |
| FB | Buy | FACEBOOK INCcl a | $1,027,000 | +44.6% | 2,955 | +9.0% | 0.40% | +15.0% |
| TLT | Buy | ISHARES TR20 yr tr bd etf | $1,019,000 | +11.2% | 7,063 | +17.2% | 0.40% | -11.4% |
| MSCI | Buy | MSCI INC | $1,011,000 | +28.1% | 1,897 | +0.1% | 0.39% | +2.1% |
| CSCO | Sell | CISCO SYS INC | $969,000 | +12.8% | 18,277 | -3.4% | 0.38% | -10.0% |
| ABBV | Buy | ABBVIE INC | $886,000 | +19.7% | 7,868 | +9.1% | 0.34% | -4.7% |
| VFH | Sell | VANGUARD WORLD FDSfinancials etf | $866,000 | +19.4% | 9,583 | -3.8% | 0.34% | -4.8% |
| VHT | Buy | VANGUARD WORLD FDShealth car etf | $856,000 | +14.4% | 3,609 | +11.1% | 0.33% | -8.8% |
| INTU | Buy | INTUIT | $835,000 | +31.5% | 1,704 | +0.2% | 0.32% | +4.8% |
| BAC | Buy | BK OF AMERICA CORP | $830,000 | +35.8% | 21,032 | +3.1% | 0.32% | +8.4% |
| DFAC | New | DIMENSIONAL ETF TRUSTus core equity 2 | $825,000 | – | 30,564 | +100.0% | 0.32% | – |
| PG | Sell | PROCTER AND GAMBLE CO | $801,000 | -0.6% | 5,939 | -5.0% | 0.31% | -21.1% |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $794,000 | +98.0% | 3,819 | +48.8% | 0.31% | +57.7% |
| XSOE | Buy | WISDOMTREE TRem ex st-owned | $760,000 | +84.9% | 18,076 | +86.4% | 0.30% | +47.3% |
| CLX | Buy | CLOROX CO DEL | $747,000 | -13.3% | 4,152 | +1.2% | 0.29% | -31.1% |
| VV | Buy | VANGUARD INDEX FDSlarge cap etf | $737,000 | +15.2% | 3,670 | +1.4% | 0.29% | -8.3% |
| VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $709,000 | +476.4% | 6,994 | +393.9% | 0.28% | +360.0% |
| V | Sell | VISA INC | $711,000 | +16.4% | 3,039 | -1.4% | 0.28% | -7.4% |
| ADP | Buy | AUTOMATIC DATA PROCESSING IN | $695,000 | +19.6% | 3,498 | +0.1% | 0.27% | -4.9% |
| EFA | Sell | ISHARES TRmsci eafe etf | $672,000 | -12.7% | 8,520 | -19.0% | 0.26% | -30.6% |
| MXIM | MAXIM INTEGRATED PRODS INC | $644,000 | +16.2% | 6,115 | 0.0% | 0.25% | -7.7% | |
| PHM | Buy | PULTE GROUP INC | $627,000 | +22.5% | 11,482 | +0.3% | 0.24% | -2.4% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $625,000 | +22.8% | 256 | -4.8% | 0.24% | -2.4% |
| IHI | Sell | ISHARES TRu.s. med dvc etf | $622,000 | -68.6% | 1,754 | -70.3% | 0.24% | -75.0% |
| HD | Buy | HOME DEPOT INC | $616,000 | +20.5% | 1,932 | +2.1% | 0.24% | -4.0% |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS | $604,000 | +16.8% | 4,123 | -4.0% | 0.24% | -6.7% |
| SBUX | Buy | STARBUCKS CORP | $601,000 | +14.9% | 5,374 | +1.2% | 0.23% | -8.2% |
| IBB | Buy | ISHARES TRishares biotech | $591,000 | +0.7% | 3,611 | +0.1% | 0.23% | -19.9% |
| NKE | Buy | NIKE INCcl b | $586,000 | +14.2% | 3,793 | +0.2% | 0.23% | -9.2% |
| T | Sell | AT&T INC | $586,000 | -6.2% | 20,346 | -6.8% | 0.23% | -25.2% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $580,000 | +7.8% | 1,354 | -5.3% | 0.23% | -14.1% |
| WFC | Buy | WELLS FARGO CO NEW | $559,000 | +92.1% | 12,353 | +26.9% | 0.22% | +52.8% |
| USMV | Sell | ISHARES TRmsci usa min vol | $558,000 | -54.3% | 7,581 | -58.6% | 0.22% | -63.6% |
| VBR | Buy | VANGUARD INDEX FDSsm cp val etf | $556,000 | +7842.9% | 3,217 | +6334.0% | 0.22% | +7100.0% |
| XLNX | Sell | XILINX INC | $549,000 | +4.2% | 3,796 | -2.7% | 0.21% | -17.1% |
| INTC | Buy | INTEL CORP | $518,000 | +12.9% | 9,232 | +13.9% | 0.20% | -10.3% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $480,000 | +0.2% | 8,548 | -3.2% | 0.19% | -20.1% |
| AMGN | Buy | AMGEN INC | $479,000 | +7.4% | 1,950 | +5.0% | 0.19% | -14.7% |
| MRK | Buy | MERCK & CO INC | $460,000 | +16.8% | 5,919 | +16.2% | 0.18% | -6.8% |
| LQD | Sell | ISHARES TRiboxx inv cp etf | $459,000 | -90.7% | 3,414 | -90.7% | 0.18% | -92.7% |
| JPM | Sell | JPMORGAN CHASE & CO | $433,000 | +12.2% | 2,787 | -6.5% | 0.17% | -11.1% |
| PEP | Buy | PEPSICO INC | $430,000 | +9.4% | 2,897 | +0.8% | 0.17% | -13.0% |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO | $415,000 | -2.8% | 6,203 | -9.8% | 0.16% | -23.0% |
| IEFA | Sell | ISHARES TRcore msci eafe | $406,000 | -45.3% | 5,429 | -49.2% | 0.16% | -56.4% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $406,000 | +12.5% | 7,482 | +9.7% | 0.16% | -10.2% |
| ABM | Buy | ABM INDS INC | $399,000 | +16.0% | 9,000 | +0.0% | 0.16% | -7.7% |
| HYG | Sell | ISHARES TRiboxx hi yd etf | $385,000 | -3.8% | 4,368 | -5.2% | 0.15% | -23.1% |
| PEG | Buy | PUBLIC SVC ENTERPRISE GRP IN | $379,000 | +6.8% | 6,343 | +1.9% | 0.15% | -15.0% |
| BNDX | Buy | VANGUARD CHARLOTTE FDSintl bd idx etf | $374,000 | +1.9% | 6,553 | +3.9% | 0.14% | -19.0% |
| JNJ | Sell | JOHNSON & JOHNSON | $374,000 | +0.8% | 2,270 | -0.5% | 0.14% | -19.9% |
| ABT | Buy | ABBOTT LABS | $355,000 | +3.8% | 3,063 | +1.4% | 0.14% | -17.4% |
| KO | Buy | COCA COLA CO | $351,000 | +12.1% | 6,701 | +3.5% | 0.14% | -11.1% |
| AXP | Sell | AMERICAN EXPRESS CO | $335,000 | +32.9% | 2,030 | -6.0% | 0.13% | +5.7% |
| NKTR | Buy | NEKTAR THERAPEUTICS | $328,000 | -16.5% | 19,120 | +0.6% | 0.13% | -33.3% |
| TIP | Buy | ISHARES TRtips bd etf | $327,000 | +1027.6% | 2,555 | +991.9% | 0.13% | +807.1% |
| BND | Buy | VANGUARD BD INDEX FDStotal bnd mrkt | $323,000 | +36.3% | 3,758 | +38.0% | 0.13% | +8.6% |
| ALL | Buy | ALLSTATE CORP | $321,000 | +20.2% | 2,462 | +0.0% | 0.12% | -3.8% |
| TGT | Sell | TARGET CORP | $317,000 | +28.3% | 1,311 | -2.5% | 0.12% | +1.7% |
| NAII | Buy | NATURAL ALTERNATIVES INTL IN | $308,000 | +4300.0% | 18,281 | +3556.2% | 0.12% | +3900.0% |
| QQQ | Sell | INVESCO QQQ TRunit ser 1 | $309,000 | -27.5% | 1,322 | -0.2% | 0.12% | -42.3% |
| PFE | Buy | PFIZER INC | $307,000 | +29.0% | 7,843 | +17.9% | 0.12% | +2.6% |
| USB | Buy | US BANCORP DEL | $288,000 | +60.0% | 5,048 | +19.9% | 0.11% | +27.3% |
| BK | Sell | BANK NEW YORK MELLON CORP | $287,000 | +26.4% | 5,600 | -0.4% | 0.11% | +0.9% |
| VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $286,000 | +59.8% | 1,850 | +43.0% | 0.11% | +27.6% |
| BA | Sell | BOEING CO | $281,000 | +4.5% | 1,172 | -14.8% | 0.11% | -16.8% |
| EXR | Sell | EXTRA SPACE STORAGE INC | $275,000 | +39.6% | 1,677 | -1.2% | 0.11% | +11.5% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $275,000 | +29.7% | 686 | +7.9% | 0.11% | +2.9% |
| RPV | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 pur val | $275,000 | +4483.3% | 3,567 | +3467.0% | 0.11% | +3466.7% |
| SCHB | Buy | SCHWAB STRATEGIC TRus brd mkt etf | $273,000 | +66.5% | 2,621 | +47.1% | 0.11% | +32.5% |
| LOW | Buy | LOWES COS INC | $273,000 | +20.8% | 1,407 | +1.4% | 0.11% | -3.6% |
| BIV | Buy | VANGUARD BD INDEX FDSintermed term | $270,000 | +70.9% | 3,005 | +74.4% | 0.10% | +36.4% |
| XOM | Sell | EXXON MOBIL CORP | $270,000 | +29.8% | 4,275 | -8.1% | 0.10% | +2.9% |
| AVUV | New | AMERICAN CENTY ETF TRus sml cp valu | $269,000 | – | 3,543 | +100.0% | 0.10% | – |
| SPLG | Buy | SPDR SER TRportfolio s&p500 | $263,000 | +345.8% | 5,235 | +291.3% | 0.10% | +251.7% |
| BSV | Buy | VANGUARD BD INDEX FDSshort trm bond | $243,000 | +4.7% | 2,961 | +5.4% | 0.09% | -16.8% |
| NEE | Buy | NEXTERA ENERGY INC | $239,000 | -9.5% | 3,261 | +0.7% | 0.09% | -27.9% |
| A | Buy | AGILENT TECHNOLOGIES INC | $233,000 | +253.0% | 1,549 | +186.3% | 0.09% | +184.4% |
| UNP | Sell | UNION PAC CORP | $234,000 | +5.4% | 1,065 | -4.8% | 0.09% | -15.7% |
| CRM | Buy | SALESFORCE COM INC | $232,000 | +100.0% | 951 | +86.1% | 0.09% | +57.9% |
| ICLN | Buy | ISHARES TRgl clean ene etf | $232,000 | +648.4% | 9,945 | +867.4% | 0.09% | +500.0% |
| DIA | Buy | SPDR DOW JONES INDL AVERAGEut ser 1 | $227,000 | +15.2% | 960 | +46.8% | 0.09% | -8.3% |
| NVS | Buy | NOVARTIS AGsponsored adr | $227,000 | +7.1% | 2,486 | +4.9% | 0.09% | -15.4% |
| COST | Buy | COSTCO WHSL CORP NEW | $223,000 | +24.6% | 564 | +10.6% | 0.09% | 0.0% |
| PSX | Buy | PHILLIPS 66 | $223,000 | +32.0% | 2,597 | +3.3% | 0.09% | +4.8% |
| D | Buy | DOMINION ENERGY INC | $221,000 | +1.8% | 3,009 | +0.5% | 0.09% | -18.9% |
| PFF | Sell | ISHARES TRpfd and incm sec | $222,000 | +3.3% | 5,650 | -0.4% | 0.09% | -18.1% |
| NVDA | Sell | NVIDIA CORPORATION | $218,000 | +29.0% | 274 | -14.4% | 0.08% | +2.4% |
| IWD | Buy | ISHARES TRrus 1000 val etf | $218,000 | +20.4% | 1,374 | +3.9% | 0.08% | -3.4% |
| LLY | Sell | LILLY ELI & CO | $214,000 | +0.9% | 931 | -11.0% | 0.08% | -20.2% |
| GII | SPDR INDEX SHS FDSs&p gblinf etf | $210,000 | +5.5% | 4,028 | 0.0% | 0.08% | -15.5% | |
| AVDV | New | AMERICAN CENTY ETF TRintl smcp vlu | $212,000 | – | 3,279 | +100.0% | 0.08% | – |
| QCLN | New | FIRST TR EXCHANGE-TRADED FDnas clnedg green | $212,000 | – | 3,078 | +100.0% | 0.08% | – |
| IJK | Buy | ISHARES TRs&p mc 400gr etf | $205,000 | +7.9% | 2,532 | +0.1% | 0.08% | -14.0% |
| IWF | ISHARES TRrus 1000 grw etf | $205,000 | +11.4% | 756 | 0.0% | 0.08% | -11.1% | |
| ESS | ESSEX PPTY TR INC | $204,000 | +24.4% | 681 | 0.0% | 0.08% | -1.2% | |
| DEO | Buy | DIAGEO PLCspon adr new | $201,000 | +21.8% | 1,048 | +1.7% | 0.08% | -3.7% |
| VXUS | Sell | VANGUARD STAR FDSvg tl intl stk f | $201,000 | +3.1% | 3,060 | -3.8% | 0.08% | -17.9% |
| IVE | Buy | ISHARES TRs&p 500 val etf | $201,000 | +16.9% | 1,365 | +0.7% | 0.08% | -7.1% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $198,000 | +34.7% | 736 | +18.7% | 0.08% | +6.9% |
| XLK | Buy | SELECT SECTOR SPDR TRtechnology | $197,000 | +103.1% | 1,332 | +81.2% | 0.08% | +63.8% |
| PM | Sell | PHILIP MORRIS INTL INC | $197,000 | +13.2% | 1,918 | -12.9% | 0.08% | -9.4% |
| IVW | Buy | ISHARES TRs&p 500 grwt etf | $199,000 | +12.4% | 2,742 | +0.2% | 0.08% | -10.5% |
| EFAV | Buy | ISHARES TRmsci eafe min vl | $193,000 | +5.5% | 2,549 | +1.7% | 0.08% | -15.7% |
| RTX | Sell | RAYTHEON TECHNOLOGIES CORP | $194,000 | +21.2% | 2,271 | -5.2% | 0.08% | -3.8% |
| DUK | Buy | DUKE ENERGY CORP NEW | $190,000 | +8.0% | 1,920 | +1.5% | 0.07% | -14.0% |
| DELL | Buy | DELL TECHNOLOGIES INCcl c | $188,000 | +36.2% | 1,887 | +0.9% | 0.07% | +9.0% |
| BP | Sell | BP PLCsponsored adr | $188,000 | +9.9% | 7,130 | -7.9% | 0.07% | -13.1% |
| TT | Buy | TRANE TECHNOLOGIES PLC | $185,000 | +71.3% | 1,007 | +33.2% | 0.07% | +35.8% |
| BOND | Buy | PIMCO ETF TRactive bd etf | $184,000 | +291.5% | 1,661 | +295.5% | 0.07% | +213.0% |
| PDO | Sell | PIMCO DYNAMIC INCOME OPRNTS | $182,000 | -28.3% | 7,872 | -37.0% | 0.07% | -42.7% |
| BIIB | BIOGEN INC | $177,000 | +24.6% | 511 | 0.0% | 0.07% | 0.0% | |
| FDD | Sell | FIRST TR STOXX EUROPEAN SELE | $178,000 | -17.2% | 12,302 | -26.4% | 0.07% | -34.3% |
| DIVB | New | ISHARES TRus divid bybck | $174,000 | – | 4,427 | +100.0% | 0.07% | – |
| CMCSA | Sell | COMCAST CORP NEWcl a | $173,000 | -0.6% | 3,026 | -13.1% | 0.07% | -21.2% |
| EWJ | Sell | ISHARES INCmsci jpn etf new | $169,000 | 0.0% | 2,501 | -0.0% | 0.07% | -20.5% |
| WEC | Buy | WEC ENERGY GROUP INC | $169,000 | +40.8% | 2,204 | +62.2% | 0.07% | +11.9% |
| HSY | Buy | HERSHEY CO | $167,000 | +21.0% | 958 | +0.7% | 0.06% | -3.0% |
| ARKK | Buy | ARK ETF TRinnovation etf | $167,000 | +81.5% | 1,375 | +112.8% | 0.06% | +44.4% |
| GE | Sell | GENERAL ELECTRIC CO | $164,000 | +26.2% | 12,106 | -0.1% | 0.06% | +1.6% |
| GCC | WISDOMTREE TRenhncd cmmdty st | $160,000 | +14.3% | 7,218 | 0.0% | 0.06% | -8.8% | |
| SRE | Buy | SEMPRA ENERGY | $157,000 | +6.8% | 1,187 | +0.5% | 0.06% | -15.3% |
| CARR | Buy | CARRIER GLOBAL CORPORATION | $155,000 | +162.7% | 3,199 | +108.8% | 0.06% | +106.9% |
| PLD | Buy | PROLOGIS INC. | $154,000 | +15.8% | 1,284 | +2.2% | 0.06% | -7.7% |
| AGG | Buy | ISHARES TRcore us aggbd et | $151,000 | +4.9% | 1,308 | +6.2% | 0.06% | -15.7% |
| MGK | Buy | VANGUARD WORLD FDmega grwth ind | $153,000 | +14.2% | 1,096 | +68.4% | 0.06% | -9.2% |
| WELL | Buy | WELLTOWER INC | $151,000 | +33.6% | 1,820 | +0.7% | 0.06% | +7.3% |
| SONY | Buy | SONY GROUP CORPORATIONsponsored adr | $149,000 | -1.3% | 1,534 | +0.1% | 0.06% | -21.6% |
| ZTS | Sell | ZOETIS INCcl a | $149,000 | +19.2% | 801 | -1.0% | 0.06% | -4.9% |
| GILD | Sell | GILEAD SCIENCES INC | $147,000 | -13.5% | 2,128 | -18.9% | 0.06% | -31.3% |
| UBER | Buy | UBER TECHNOLOGIES INC | $146,000 | +78.0% | 2,913 | +85.4% | 0.06% | +42.5% |
| NCV | Buy | VIRTUS ALLIANZGI CONVERTIBLE | $141,000 | +9.3% | 22,976 | +3.2% | 0.06% | -12.7% |
| BLV | Buy | VANGUARD BD INDEX FDSlong term bond | $142,000 | +2.2% | 1,377 | +5.0% | 0.06% | -19.1% |
| TXN | Sell | TEXAS INSTRS INC | $141,000 | -6.0% | 731 | -16.3% | 0.06% | -24.7% |
| MCD | Buy | MCDONALDS CORP | $142,000 | +11.8% | 616 | +0.3% | 0.06% | -11.3% |
| CCI | Buy | CROWN CASTLE INTL CORP NEW | $141,000 | +56.7% | 601 | +8.7% | 0.06% | +25.0% |
| XLF | Buy | SELECT SECTOR SPDR TRfinancial | $142,000 | +71.1% | 3,868 | +35.2% | 0.06% | +34.1% |
| XLU | Buy | SELECT SECTOR SPDR TRsbi int-utils | $138,000 | +3.0% | 2,182 | +1.2% | 0.05% | -16.9% |
| GLD | Sell | SPDR GOLD TR | $139,000 | -9.7% | 838 | -5.6% | 0.05% | -28.0% |
| HTBK | Buy | HERITAGE COMM CORP | $138,000 | +29.0% | 12,395 | +0.0% | 0.05% | +3.8% |
| KR | Buy | KROGER CO | $137,000 | +15.1% | 3,581 | +0.6% | 0.05% | -8.6% |
| VMBS | Buy | VANGUARD SCOTTSDALE FDSmortg-back sec | $136,000 | +4.6% | 2,540 | +5.6% | 0.05% | -15.9% |
| EMB | Buy | ISHARES TRjpmorgan usd emg | $133,000 | +75.0% | 1,178 | +75.8% | 0.05% | +40.5% |
| HPE | Buy | HEWLETT PACKARD ENTERPRISE C | $135,000 | +90.1% | 9,203 | +60.1% | 0.05% | +48.6% |
| COP | Sell | CONOCOPHILLIPS | $132,000 | +50.0% | 2,168 | -0.2% | 0.05% | +18.6% |
| MMM | Buy | 3M CO | $131,000 | +61.7% | 661 | +40.6% | 0.05% | +27.5% |
| BEAM | BEAM THERAPEUTICS INC | $129,000 | +31.6% | 1,000 | 0.0% | 0.05% | +4.2% | |
| ADBE | Buy | ADOBE SYSTEMS INCORPORATED | $128,000 | +45.5% | 218 | +20.4% | 0.05% | +16.3% |
| BLK | Buy | BLACKROCK INC | $128,000 | +58.0% | 146 | +28.1% | 0.05% | +25.0% |
| VCIT | Buy | VANGUARD SCOTTSDALE FDSint-term corp | $129,000 | 0.0% | 1,357 | +0.7% | 0.05% | -20.6% |
| AVA | AVISTA CORP | $126,000 | +12.5% | 2,961 | 0.0% | 0.05% | -10.9% | |
| ACN | Buy | ACCENTURE PLC IRELAND | $121,000 | +21.0% | 411 | +1.2% | 0.05% | -4.1% |
| DTE | Buy | DTE ENERGY CO | $118,000 | +10.3% | 909 | +1.1% | 0.05% | -11.5% |
| SYY | Sell | SYSCO CORP | $119,000 | +8.2% | 1,536 | -0.2% | 0.05% | -14.8% |
| VT | Sell | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $118,000 | -11.3% | 1,134 | -20.1% | 0.05% | -29.2% |
| QUAL | Sell | ISHARES TRmsci usa qlt fct | $118,000 | -57.7% | 887 | -63.6% | 0.05% | -66.2% |
| SDY | Buy | SPDR SER TRs&p divid etf | $119,000 | +16.7% | 973 | +1.2% | 0.05% | -8.0% |
| HDV | Sell | ISHARES TRcore high dv etf | $117,000 | +8.3% | 1,207 | -2.7% | 0.04% | -15.1% |
| GPN | Buy | GLOBAL PMTS INC | $115,000 | +2.7% | 614 | +0.2% | 0.04% | -18.2% |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $116,000 | +16.0% | 318 | +2.3% | 0.04% | -8.2% |
| QCOM | Buy | QUALCOMM INC | $117,000 | +4.5% | 819 | +17.2% | 0.04% | -18.2% |
| ASML | Buy | ASML HOLDING N V | $114,000 | +60.6% | 165 | +27.9% | 0.04% | +25.7% |
| VYM | Sell | VANGUARD WHITEHALL FDShigh div yld | $112,000 | +12.0% | 1,071 | -2.3% | 0.04% | -10.2% |
| AMT | Buy | AMERICAN TOWER CORP NEW | $112,000 | +16.7% | 414 | +0.7% | 0.04% | -6.4% |
| MDLZ | Sell | MONDELEZ INTL INCcl a | $114,000 | +6.5% | 1,821 | -6.7% | 0.04% | -15.4% |
| RODM | Buy | LATTICE STRATEGIES TRhartford mlt etf | $113,000 | +276.7% | 3,673 | +240.4% | 0.04% | +193.3% |
| NSC | Buy | NORFOLK SOUTHN CORP | $112,000 | +12.0% | 421 | +0.2% | 0.04% | -10.2% |
| ICFI | Sell | ICF INTL INC | $114,000 | +1040.0% | 129 | -2.3% | 0.04% | +780.0% |
| BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $113,000 | -5.8% | 498 | +9.2% | 0.04% | -25.4% |
| FDX | Sell | FEDEX CORP | $111,000 | +24.7% | 371 | -0.5% | 0.04% | 0.0% |
| VMW | Sell | VMWARE INC | $107,000 | +4.9% | 672 | -9.2% | 0.04% | -16.0% |
| ILTB | New | ISHARES TRcore lt usdb etf | $109,000 | – | 1,508 | +100.0% | 0.04% | – |
| JETS | Sell | ETF SER SOLUTIONSus glb jets | $108,000 | +12.5% | 4,454 | -0.4% | 0.04% | -10.6% |
| WMT | Sell | WALMART INC | $107,000 | +1.9% | 757 | -0.3% | 0.04% | -17.6% |
| NEAR | Sell | ISHARES U S ETF TRblackrock st mat | $108,000 | -9.2% | 2,148 | -9.7% | 0.04% | -27.6% |
| AVEM | New | AMERICAN CENTY ETF TRavantis emgmkt | $106,000 | – | 1,530 | +100.0% | 0.04% | – |
| EMR | Buy | EMERSON ELEC CO | $106,000 | +20.5% | 1,102 | +0.2% | 0.04% | -4.7% |
| HON | Buy | HONEYWELL INTL INC | $102,000 | +15.9% | 464 | +2.0% | 0.04% | -7.0% |
| GS | GOLDMAN SACHS GROUP INC | $102,000 | +37.8% | 270 | 0.0% | 0.04% | +11.1% | |
| HPQ | Sell | HP INC | $102,000 | +21.4% | 3,379 | -2.5% | 0.04% | -2.4% |
| CM | Sell | CANADIAN IMP BK COMM | $101,000 | +21.7% | 682 | -30.4% | 0.04% | -4.9% |
| SLV | New | ISHARES SILVER TRishares | $97,000 | – | 4,000 | +100.0% | 0.04% | – |
| F | Buy | FORD MTR CO DEL | $98,000 | +345.5% | 6,620 | +213.3% | 0.04% | +245.5% |
| GRMN | Buy | GARMIN LTD | $97,000 | +24.4% | 669 | +0.6% | 0.04% | 0.0% |
| FTEC | Buy | FIDELITY COVINGTON TRUSTmsci info tech i | $98,000 | +11.4% | 833 | +0.1% | 0.04% | -11.6% |
| AMD | Sell | ADVANCED MICRO DEVICES INC | $94,000 | +2.2% | 1,000 | -6.0% | 0.04% | -17.8% |
| CAT | Buy | CATERPILLAR INC | $89,000 | +34.8% | 408 | +13.3% | 0.04% | +9.4% |
| IGIB | Sell | ISHARES TR | $89,000 | -16.0% | 1,463 | -15.9% | 0.04% | -32.7% |
| CDW | Buy | CDW CORP | $89,000 | +30.9% | 508 | +2.8% | 0.04% | +6.1% |
| HBAN | Sell | HUNTINGTON BANCSHARES INC | $88,000 | +8.6% | 6,178 | -0.3% | 0.03% | -15.0% |
| MO | Sell | ALTRIA GROUP INC | $88,000 | -7.4% | 1,855 | -20.6% | 0.03% | -26.1% |
| SHW | Buy | SHERWIN WILLIAMS CO | $88,000 | +20.5% | 323 | +207.6% | 0.03% | -5.6% |
| IWM | Buy | ISHARES TRrussell 2000 etf | $87,000 | +10.1% | 377 | +0.3% | 0.03% | -12.8% |
| DFAT | New | DIMENSIONAL ETF TRUSTus targeted vlu | $85,000 | – | 1,888 | +100.0% | 0.03% | – |
| CNP | Buy | CENTERPOINT ENERGY INC | $86,000 | +120.5% | 3,508 | +87.1% | 0.03% | +73.7% |
| HTA | Sell | HEALTHCARE TR AMER INCcl a new | $84,000 | -30.6% | 3,135 | -25.0% | 0.03% | -44.1% |
| IDA | Buy | IDACORP INC | $86,000 | +168.8% | 879 | +138.2% | 0.03% | +106.2% |
| RPG | INVESCO EXCHANGE TRADED FD Ts&p500 pur gwt | $85,000 | +11.8% | 463 | 0.0% | 0.03% | -10.8% | |
| FXH | FIRST TR EXCHANGE TRADED FDhlth care alph | $86,000 | +7.5% | 735 | 0.0% | 0.03% | -15.4% | |
| USIG | Sell | ISHARES TRusd inv grde etf | $86,000 | -6.5% | 1,412 | -6.9% | 0.03% | -26.7% |
| SPGI | S&P GLOBAL INC | $85,000 | +28.8% | 207 | 0.0% | 0.03% | +3.1% | |
| DHI | Sell | D R HORTON INC | $86,000 | +6.2% | 951 | -10.5% | 0.03% | -17.5% |
| SCD | Buy | LMP CAP & INCOME FD INC | $85,000 | +25.0% | 5,870 | +2.1% | 0.03% | 0.0% |
| SHYG | Sell | ISHARES TR0-5yr hi yl cp | $86,000 | -64.8% | 1,865 | -65.3% | 0.03% | -72.3% |
| FLOT | Sell | ISHARES TRfltg rate nt etf | $83,000 | -6.7% | 1,631 | -6.9% | 0.03% | -25.6% |
| LTC | LTC PPTYS INC | $82,000 | -3.5% | 2,142 | 0.0% | 0.03% | -23.8% | |
| DSI | Buy | ISHARES TRmsci kld400 soc | $80,000 | +90.5% | 971 | +64.9% | 0.03% | +47.6% |
| DOW | Buy | DOW INC | $80,000 | +142.4% | 1,267 | +99.2% | 0.03% | +93.8% |
| MDT | Sell | MEDTRONIC PLC | $80,000 | -41.2% | 641 | -47.6% | 0.03% | -53.0% |
| TTD | Buy | THE TRADE DESK INC | $79,000 | +2.6% | 1,020 | +940.8% | 0.03% | -18.4% |
| BCE | Buy | BCE INC | $78,000 | +18.2% | 1,587 | +1.1% | 0.03% | -6.2% |
| UL | Sell | UNILEVER PLCspon adr new | $76,000 | -38.2% | 1,302 | -38.6% | 0.03% | -50.0% |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC | $78,000 | +9.9% | 155 | +11.5% | 0.03% | -14.3% |
| ARKF | Buy | ARK ETF TRfintech innova | $78,000 | +30.0% | 1,465 | +31.6% | 0.03% | +3.4% |
| FDN | FIRST TR EXCHANGE-TRADED FDdj internt idx | $76,000 | +11.8% | 310 | 0.0% | 0.03% | -9.1% | |
| SPYV | Buy | SPDR SER TRprtflo s&p500 vl | $74,000 | +1380.0% | 1,868 | +1145.3% | 0.03% | +1350.0% |
| BTI | Buy | BRITISH AMERN TOB PLCsponsored adr | $74,000 | +10.4% | 2,128 | +15.2% | 0.03% | -12.1% |
| XLI | Buy | SELECT SECTOR SPDR TRsbi int-inds | $75,000 | +134.4% | 729 | +90.3% | 0.03% | +81.2% |
| DGRW | Buy | WISDOMTREE TRus qtly div grt | $73,000 | +12.3% | 1,226 | +0.9% | 0.03% | -12.5% |
| RSG | REPUBLIC SVCS INC | $71,000 | +22.4% | 641 | 0.0% | 0.03% | 0.0% | |
| WBA | Sell | WALGREENS BOOTS ALLIANCE INC | $73,000 | -38.1% | 1,380 | -43.0% | 0.03% | -51.7% |
| PSA | Buy | PUBLIC STORAGE | $72,000 | +33.3% | 240 | +1.7% | 0.03% | +7.7% |
| VOD | Sell | VODAFONE GROUP PLC NEWsponsored adr | $73,000 | -3.9% | 4,267 | -2.6% | 0.03% | -24.3% |
| VCSH | New | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $71,000 | – | 861 | +100.0% | 0.03% | – |
| ROP | ROPER TECHNOLOGIES INC | $71,000 | +20.3% | 152 | 0.0% | 0.03% | -3.4% | |
| KMB | Sell | KIMBERLY-CLARK CORP | $70,000 | -16.7% | 527 | -17.0% | 0.03% | -34.1% |
| PYPL | Buy | PAYPAL HLDGS INC | $69,000 | +68.3% | 236 | +37.2% | 0.03% | +35.0% |
| PAYX | Sell | PAYCHEX INC | $70,000 | +18.6% | 656 | -1.2% | 0.03% | -6.9% |
| DG | Sell | DOLLAR GEN CORP NEW | $69,000 | -24.2% | 319 | -32.6% | 0.03% | -38.6% |
| TSCO | Buy | TRACTOR SUPPLY CO | $70,000 | +94.4% | 375 | +43.7% | 0.03% | +50.0% |
| SO | Buy | SOUTHERN CO | $69,000 | +4.5% | 1,135 | +1.0% | 0.03% | -15.6% |
| LULU | Buy | LULULEMON ATHLETICA INC | $69,000 | +72.5% | 190 | +57.0% | 0.03% | +35.0% |
| VDE | Sell | VANGUARD WORLD FDSenergy etf | $67,000 | +19.6% | 880 | -15.0% | 0.03% | -3.7% |
| ILCB | Buy | ISHARES TRmorningstr us eq | $68,000 | +15.3% | 1,112 | +300.0% | 0.03% | -10.3% |
| XYL | Buy | XYLEM INC | $66,000 | +24.5% | 553 | +0.2% | 0.03% | 0.0% |
| NFLX | NETFLIX INC | $66,000 | -1.5% | 125 | 0.0% | 0.03% | -21.2% | |
| LMT | Sell | LOCKHEED MARTIN CORP | $67,000 | +4.7% | 178 | -9.6% | 0.03% | -16.1% |
| XLY | Buy | SELECT SECTOR SPDR TRsbi cons discr | $66,000 | +127.6% | 638 | +254.4% | 0.03% | +85.7% |
| ARKG | Sell | ARK ETF TRgenomic rev etf | $66,000 | -23.3% | 758 | -8.0% | 0.03% | -38.1% |
| ADI | Sell | ANALOG DEVICES INC | $67,000 | +11.7% | 391 | -2.0% | 0.03% | -10.3% |
| SPYX | Buy | SPDR SER TRspdr s&p 500 etf | $67,000 | +415.4% | 635 | +323.3% | 0.03% | +333.3% |
| LUMN | Buy | LUMEN TECHNOLOGIES INC | $64,000 | +18.5% | 4,746 | +2.2% | 0.02% | -3.8% |
| GEM | Buy | GOLDMAN SACHS ETF TRactivebeta eme | $64,000 | +2033.3% | 1,572 | +1889.9% | 0.02% | +2400.0% |
| NOC | Buy | NORTHROP GRUMMAN CORP | $61,000 | +24.5% | 169 | +1.2% | 0.02% | 0.0% |
| VRTX | Sell | VERTEX PHARMACEUTICALS INC | $63,000 | -16.0% | 312 | -4.0% | 0.02% | -35.1% |
| DVY | Buy | ISHARES TRselect divid etf | $61,000 | +22.0% | 524 | +1.4% | 0.02% | 0.0% |
| ARKW | Sell | ARK ETF TRnext gnrtn inter | $63,000 | -18.2% | 449 | -4.3% | 0.02% | -36.8% |
| YUM | Buy | YUM BRANDS INC | $61,000 | +13.0% | 534 | +0.8% | 0.02% | -7.7% |
| NHI | NATIONAL HEALTH INVS INC | $62,000 | 0.0% | 924 | 0.0% | 0.02% | -20.0% | |
| OTIS | Sell | OTIS WORLDWIDE CORP | $59,000 | +28.3% | 716 | -0.3% | 0.02% | +4.5% |
| SCJ | ISHARES INCmsci japn smcetf | $60,000 | +1.7% | 750 | 0.0% | 0.02% | -20.7% | |
| TXG | New | 10X GENOMICS INC | $58,000 | – | 295 | +100.0% | 0.02% | – |
| NGG | Buy | NATIONAL GRID PLCsponsored adr ne | $59,000 | +9.3% | 916 | +0.1% | 0.02% | -11.5% |
| IQDF | FLEXSHARES TRintl qltdv idx | $60,000 | +9.1% | 2,242 | 0.0% | 0.02% | -14.8% | |
| WY | Sell | WEYERHAEUSER CO MTN BE | $58,000 | +5.5% | 1,698 | -2.8% | 0.02% | -14.8% |
| VO | Buy | VANGUARD INDEX FDSmid cap etf | $60,000 | -6.2% | 623 | +101.0% | 0.02% | -25.8% |
| UTG | REAVES UTIL INCOME FD | $60,000 | +5.3% | 1,750 | 0.0% | 0.02% | -17.9% | |
| NJR | NEW JERSEY RES CORP | $59,000 | +11.3% | 1,488 | 0.0% | 0.02% | -11.5% | |
| WM | Buy | WASTE MGMT INC DEL | $57,000 | +29.5% | 403 | +1.0% | 0.02% | +4.8% |
| ITOT | Sell | ISHARES TRcore s&p ttl stk | $56,000 | +5.7% | 570 | -6.2% | 0.02% | -15.4% |
| HYD | New | VANECK VECTORS ETF TRhigh yld mun etf | $56,000 | – | 879 | +100.0% | 0.02% | – |
| RHI | Buy | ROBERT HALF INTL INC | $56,000 | +300.0% | 630 | +197.2% | 0.02% | +214.3% |
| KBH | Buy | KB HOME | $56,000 | 0.0% | 1,365 | +0.7% | 0.02% | -18.5% |
| EDIT | EDITAS MEDICINE INC | $57,000 | -8.1% | 1,000 | 0.0% | 0.02% | -26.7% | |
| RIO | Sell | RIO TINTO PLCsponsored adr | $56,000 | +3.7% | 672 | -2.5% | 0.02% | -15.4% |
| USHY | Buy | ISHARES TRbroad usd high | $53,000 | +5200.0% | 1,264 | +4581.5% | 0.02% | – |
| ISRG | Buy | INTUITIVE SURGICAL INC | $53,000 | +29.3% | 58 | +3.6% | 0.02% | +5.0% |
| WIW | Buy | WESTERN AST INFL LKD OPP & I | $53,000 | +8.2% | 4,039 | +1.4% | 0.02% | -12.5% |
| IWV | ISHARES TRrussell 3000 etf | $53,000 | +15.2% | 206 | 0.0% | 0.02% | -4.5% | |
| SNY | Sell | SANOFIsponsored adr | $54,000 | -25.0% | 1,017 | -33.3% | 0.02% | -40.0% |
| PEAK | HEALTHPEAK PROPERTIES INC | $55,000 | +10.0% | 1,657 | 0.0% | 0.02% | -12.5% | |
| AMAT | Buy | APPLIED MATLS INC | $55,000 | +292.9% | 385 | +177.0% | 0.02% | +200.0% |
| NLOK | Buy | NORTONLIFELOCK INC | $55,000 | +37.5% | 2,023 | +8.0% | 0.02% | +5.0% |
| VIS | Buy | VANGUARD WORLD FDSindustrial etf | $54,000 | +20.0% | 372 | +37.3% | 0.02% | -4.5% |
| PHG | Sell | KONINKLIJKE PHILIPS N V | $53,000 | -46.5% | 1,168 | -33.7% | 0.02% | -56.2% |
| IYY | ISHARES TRdow jones us etf | $51,000 | +15.9% | 472 | 0.0% | 0.02% | -4.8% | |
| RDOG | Buy | ALPS ETF TRreit divide dogs | $51,000 | +18.6% | 1,053 | +2.0% | 0.02% | -4.8% |
| TSM | Sell | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $51,000 | -22.7% | 426 | -18.9% | 0.02% | -37.5% |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $52,000 | +8.3% | 5,900 | 0.0% | 0.02% | -13.0% | |
| DNP | DNP SELECT INCOME FD INC | $52,000 | +2.0% | 5,000 | 0.0% | 0.02% | -20.0% | |
| EQR | Buy | EQUITY RESIDENTIALsh ben int | $49,000 | +28.9% | 632 | +0.8% | 0.02% | 0.0% |
| DAL | Sell | DELTA AIR LINES INC DEL | $48,000 | -14.3% | 1,107 | -26.5% | 0.02% | -29.6% |
| MET | Sell | METLIFE INC | $48,000 | +23.1% | 804 | -0.2% | 0.02% | 0.0% |
| YUMC | Buy | YUM CHINA HLDGS INC | $49,000 | +16.7% | 737 | +0.4% | 0.02% | -9.5% |
| PJP | Buy | INVESCO EXCHANGE TRADED FD Tdynmc phrmctls | $48,000 | +4.3% | 597 | +0.5% | 0.02% | -13.6% |
| CDNS | Buy | CADENCE DESIGN SYSTEM INC | $48,000 | +50.0% | 351 | +43.9% | 0.02% | +18.8% |
| WST | Buy | WEST PHARMACEUTICAL SVSC INC | $48,000 | +1100.0% | 135 | +743.8% | 0.02% | +850.0% |
| IXUS | Buy | ISHARES TRcore msci total | $50,000 | +35.1% | 689 | +27.6% | 0.02% | +5.6% |
| FFIN | Buy | FIRST FINL BANKSHARES INC | $48,000 | +50.0% | 972 | +14.9% | 0.02% | +18.8% |
| FHLC | Sell | FIDELITY COVINGTON TRUSTmsci hlth care i | $48,000 | -20.0% | 753 | -25.7% | 0.02% | -34.5% |
| BRG | Buy | BLUEROCK RESIDENTIAL GWT REI | $48,000 | 0.0% | 4,749 | +1.5% | 0.02% | -17.4% |
| FPE | FIRST TR EXCH TRADED FD IIIpfd secs inc etf | $50,000 | +4.2% | 2,409 | 0.0% | 0.02% | -17.4% | |
| SIRI | Buy | SIRIUS XM HOLDINGS INC | $49,000 | +6.5% | 7,508 | +0.5% | 0.02% | -13.6% |
| AEP | Buy | AMERICAN ELEC PWR CO INC | $47,000 | +6.8% | 693 | +27.2% | 0.02% | -14.3% |
| DE | Sell | DEERE & CO | $46,000 | +70.4% | 75 | -21.1% | 0.02% | +38.5% |
| WTRG | ESSENTIAL UTILS INC | $46,000 | -2.1% | 1,000 | 0.0% | 0.02% | -21.7% | |
| ALC | Buy | ALCON AG | $47,000 | +17.5% | 668 | +21.0% | 0.02% | -10.0% |
| GSK | Sell | GLAXOSMITHKLINE PLCsponsored adr | $47,000 | +6.8% | 1,175 | -1.3% | 0.02% | -14.3% |
| CGNX | COGNEX CORP | $46,000 | 0.0% | 552 | 0.0% | 0.02% | -18.2% | |
| IEMG | Buy | ISHARES INCcore msci emkt | $47,000 | +14.6% | 708 | +13.3% | 0.02% | -10.0% |
| IHE | Buy | ISHARES TRu.s. pharma etf | $46,000 | +4.5% | 248 | +0.8% | 0.02% | -14.3% |
| MUB | Buy | ISHARES TRnational mun etf | $47,000 | +34.3% | 403 | +33.0% | 0.02% | +5.9% |
| IYM | ISHARES TRu.s. bas mtl etf | $46,000 | +17.9% | 350 | 0.0% | 0.02% | -5.3% | |
| CBRE | Buy | CBRE GROUP INCcl a | $47,000 | +840.0% | 547 | +507.8% | 0.02% | +800.0% |
| DXJ | Sell | WISDOMTREE TRjapn hedge eqt | $45,000 | -21.1% | 731 | -29.2% | 0.02% | -39.3% |
| DVN | Sell | DEVON ENERGY CORP NEW | $45,000 | +28.6% | 1,548 | -26.2% | 0.02% | 0.0% |
| NOW | Buy | SERVICENOW INC | $43,000 | +437.5% | 79 | +426.7% | 0.02% | +325.0% |
| GLW | Sell | CORNING INC | $45,000 | +12.5% | 1,112 | -1.3% | 0.02% | -15.0% |
| ADM | Sell | ARCHER DANIELS MIDLAND CO | $45,000 | +15.4% | 748 | -5.3% | 0.02% | -10.5% |
| SAP | Buy | SAP SEspon adr | $45,000 | +55.2% | 318 | +42.0% | 0.02% | +21.4% |
| VLO | Sell | VALERO ENERGY CORP | $43,000 | +38.7% | 548 | -0.9% | 0.02% | +13.3% |
| SCHW | Sell | SCHWAB CHARLES CORP | $45,000 | +9.8% | 616 | -19.8% | 0.02% | -15.0% |
| XLV | Sell | SELECT SECTOR SPDR TRsbi healthcare | $45,000 | -15.1% | 354 | -23.2% | 0.02% | -34.6% |
| LB | Sell | L BRANDS INC | $44,000 | +18.9% | 607 | -31.4% | 0.02% | -5.6% |
| PPH | Buy | VANECK VECTORS ETF TRpharmaceutical | $44,000 | +10.0% | 600 | +0.7% | 0.02% | -15.0% |
| POR | New | PORTLAND GEN ELEC CO | $43,000 | – | 928 | +100.0% | 0.02% | – |
| DD | Sell | DUPONT DE NEMOURS INC | $44,000 | +4.8% | 571 | -2.1% | 0.02% | -19.0% |
| KEYS | Buy | KEYSIGHT TECHNOLOGIES INC | $43,000 | +330.0% | 273 | +268.9% | 0.02% | +240.0% |
| IJJ | ISHARES TRs&p mc 400vl etf | $43,000 | +19.4% | 412 | 0.0% | 0.02% | -5.6% | |
| HCA | Buy | HCA HEALTHCARE INC | $40,000 | +3900.0% | 194 | +2055.6% | 0.02% | – |
| WMB | Buy | WILLIAMS COS INC | $41,000 | +720.0% | 1,532 | +538.3% | 0.02% | +700.0% |
| PCEF | INVESCO EXCH TRADED FD TR II | $40,000 | +11.1% | 1,641 | 0.0% | 0.02% | -11.1% | |
| SPDW | New | SPDR INDEX SHS FDSportfolio devlpd | $41,000 | – | 1,121 | +100.0% | 0.02% | – |
| CRTO | Sell | CRITEO S Aspons ads | $40,000 | +90.5% | 885 | -16.5% | 0.02% | +60.0% |
| SPTM | New | SPDR SER TRportfoli s&p1500 | $40,000 | – | 760 | +100.0% | 0.02% | – |
| TXT | Sell | TEXTRON INC | $42,000 | +35.5% | 606 | -12.2% | 0.02% | +6.7% |
| LRCX | New | LAM RESEARCH CORP | $41,000 | – | 63 | +100.0% | 0.02% | – |
| CNHI | Sell | CNH INDL N V | $40,000 | +21.2% | 2,408 | -6.9% | 0.02% | 0.0% |
| LUV | Buy | SOUTHWEST AIRLS CO | $42,000 | +50.0% | 789 | +23.9% | 0.02% | +14.3% |
| SMG | Buy | SCOTTS MIRACLE-GRO COcl a | $41,000 | -4.7% | 213 | +11.5% | 0.02% | -23.8% |
| PCK | New | PIMCO CALIF MUN INCOME FD II | $40,000 | – | 4,176 | +100.0% | 0.02% | – |
| ATVI | Sell | ACTIVISION BLIZZARD INC | $40,000 | -2.4% | 415 | -1.4% | 0.02% | -20.0% |
| CFG | New | CITIZENS FINL GROUP INC | $40,000 | – | 864 | +100.0% | 0.02% | – |
| MPC | Buy | MARATHON PETE CORP | $41,000 | +41.4% | 682 | +0.4% | 0.02% | +14.3% |
| PKI | Sell | PERKINELMER INC | $41,000 | +2.5% | 266 | -0.4% | 0.02% | -20.0% |
| ERII | ENERGY RECOVERY INC | $41,000 | +64.0% | 1,806 | 0.0% | 0.02% | +33.3% | |
| NEP | NEXTERA ENERGY PARTNERS LP | $40,000 | -7.0% | 520 | 0.0% | 0.02% | -23.8% | |
| DFAS | New | DIMENSIONAL ETF TRUSTus small cap etf | $41,000 | – | 703 | +100.0% | 0.02% | – |
| CCL | CARNIVAL CORPunit 99/99/9999 | $40,000 | +42.9% | 1,516 | 0.0% | 0.02% | +14.3% | |
| ULTA | Buy | ULTA BEAUTY INC | $38,000 | +40.7% | 109 | +13.5% | 0.02% | +15.4% |
| VOT | Buy | VANGUARD INDEX FDSmcap gr idxvip | $39,000 | +14.7% | 165 | +2.5% | 0.02% | -11.8% |
| FXO | Buy | FIRST TR EXCHANGE TRADED FDfinls alphadex | $39,000 | +25.8% | 904 | +0.9% | 0.02% | 0.0% |
| AMP | Sell | AMERIPRISE FINL INC | $39,000 | +21.9% | 158 | -1.2% | 0.02% | -6.2% |
| AOM | Buy | ISHARES TRmodert alloc etf | $39,000 | +39.3% | 873 | +32.9% | 0.02% | +7.1% |
| TRP | Buy | TC ENERGY CORP | $38,000 | +18.8% | 765 | +1.9% | 0.02% | -6.2% |
| NWL | Buy | NEWELL BRANDS INC | $37,000 | +270.0% | 1,359 | +204.7% | 0.01% | +180.0% |
| CHKP | Buy | CHECK POINT SOFTWARE TECH LTord | $36,000 | +56.5% | 306 | +70.9% | 0.01% | +27.3% |
| CVS | Sell | CVS HEALTH CORP | $35,000 | +2.9% | 419 | -14.0% | 0.01% | -17.6% |
| ECL | Buy | ECOLAB INC | $36,000 | +28.6% | 173 | +29.1% | 0.01% | 0.0% |
| PBCT | New | PEOPLES UNITED FINANCIAL INC | $35,000 | – | 2,019 | +100.0% | 0.01% | – |
| SRLN | SSGA ACTIVE ETF TRblackstone senr | $36,000 | +2.9% | 780 | 0.0% | 0.01% | -17.6% | |
| SDG | Buy | ISHARES TRmsci global imp | $36,000 | +125.0% | 364 | +114.1% | 0.01% | +75.0% |
| PANW | Buy | PALO ALTO NETWORKS INC | $36,000 | +9.1% | 96 | +3.2% | 0.01% | -12.5% |
| AKAM | Sell | AKAMAI TECHNOLOGIES INC | $36,000 | +5.9% | 305 | -4.1% | 0.01% | -17.6% |
| DFS | Buy | DISCOVER FINL SVCS | $35,000 | +52.2% | 299 | +6.4% | 0.01% | +27.3% |
| AFT | Buy | APOLLO SR FLOATING RATE FD I | $36,000 | +12.5% | 2,282 | +2.6% | 0.01% | -12.5% |
| CAJ | Buy | CANON INCsponsored adr | $37,000 | +54.2% | 1,618 | +50.4% | 0.01% | +16.7% |
| CMA | Sell | COMERICA INC | $37,000 | +5.7% | 522 | -14.7% | 0.01% | -17.6% |
| DBJP | DBX ETF TRxtrack msci japn | $36,000 | +5.9% | 736 | 0.0% | 0.01% | -17.6% | |
| INFO | Sell | IHS MARKIT LTD | $35,000 | +20.7% | 308 | -8.6% | 0.01% | 0.0% |
| PPL | Buy | PPL CORP | $33,000 | +3.1% | 1,181 | +1.5% | 0.01% | -18.8% |
| XRT | SPDR SER TRs&p retail etf | $33,000 | +17.9% | 340 | 0.0% | 0.01% | -7.1% | |
| NKX | Buy | NUVEEN CALIFORNIA AMT QLT MU | $33,000 | +6.5% | 2,051 | +1.4% | 0.01% | -13.3% |
| AIG | Sell | AMERICAN INTL GROUP INC | $33,000 | +22.2% | 683 | -6.2% | 0.01% | 0.0% |
| GIS | Sell | GENERAL MLS INC | $34,000 | -27.7% | 562 | -31.2% | 0.01% | -43.5% |
| DGRO | ISHARES TRcore div grwth | $34,000 | +13.3% | 682 | 0.0% | 0.01% | -13.3% | |
| GDOT | GREEN DOT CORPcl a | $33,000 | -10.8% | 712 | 0.0% | 0.01% | -27.8% | |
| C | Sell | CITIGROUP INC | $33,000 | -42.1% | 469 | -52.1% | 0.01% | -53.6% |
| SIZE | Sell | ISHARES TRmsci usa sze ft | $34,000 | -8.1% | 260 | -22.4% | 0.01% | -27.8% |
| WSM | Buy | WILLIAMS SONOMA INC | $33,000 | +135.7% | 208 | +85.7% | 0.01% | +85.7% |
| AGCO | New | AGCO CORP | $34,000 | – | 259 | +100.0% | 0.01% | – |
| TROW | Buy | PRICE T ROWE GROUP INC | $34,000 | +30.8% | 170 | +1.2% | 0.01% | 0.0% |
| HTLD | HEARTLAND EXPRESS INC | $31,000 | -8.8% | 1,800 | 0.0% | 0.01% | -29.4% | |
| ALLE | Buy | ALLEGION PLC | $31,000 | +34.8% | 225 | +5.1% | 0.01% | +9.1% |
| PAWZ | Buy | PROSHARES TRpet care etf | $31,000 | +72.2% | 382 | +52.8% | 0.01% | +33.3% |
| SCSC | SCANSOURCE INC | $31,000 | +10.7% | 1,091 | 0.0% | 0.01% | -14.3% | |
| SCHG | SCHWAB STRATEGIC TRus lcap gr etf | $30,000 | +15.4% | 204 | 0.0% | 0.01% | -7.7% | |
| REKR | REKOR SYSTEMS INC | $30,000 | -18.9% | 3,000 | 0.0% | 0.01% | -33.3% | |
| ALV | Buy | AUTOLIV INC | $30,000 | +11.1% | 302 | +0.7% | 0.01% | -7.7% |
| SPLK | Sell | SPLUNK INC | $31,000 | -26.2% | 216 | -12.2% | 0.01% | -42.9% |
| VONG | Buy | VANGUARD SCOTTSDALE FDSvng rus1000grw | $30,000 | +15.4% | 424 | +300.0% | 0.01% | -7.7% |
| FMS | Buy | FRESENIUS MED CARE AG&CO KGAsponsored adr | $30,000 | +900.0% | 718 | +754.8% | 0.01% | +1100.0% |
| SPIB | Sell | SPDR SER TRportfolio intrmd | $31,000 | -48.3% | 831 | -49.2% | 0.01% | -58.6% |
| PCQ | PIMCO CALIF MUN INCOME FD | $30,000 | +3.4% | 1,600 | 0.0% | 0.01% | -14.3% | |
| GOLD | Sell | BARRICK GOLD CORP | $31,000 | -16.2% | 1,494 | -10.6% | 0.01% | -33.3% |
| GWW | GRAINGER W W INC | $32,000 | +23.1% | 72 | 0.0% | 0.01% | -7.7% | |
| SCHF | Buy | SCHWAB STRATEGIC TRintl eqty etf | $28,000 | +12.0% | 709 | +2.8% | 0.01% | -8.3% |
| GD | Buy | GENERAL DYNAMICS CORP | $29,000 | +31.8% | 156 | +0.6% | 0.01% | 0.0% |
| VRSN | New | VERISIGN INC | $28,000 | – | 121 | +100.0% | 0.01% | – |
| VPU | Buy | VANGUARD WORLD FDSutilities etf | $29,000 | +3.6% | 209 | +2.0% | 0.01% | -21.4% |
| AZO | AUTOZONE INC | $28,000 | +27.3% | 19 | 0.0% | 0.01% | 0.0% | |
| KT | Sell | KT CORPsponsored adr | $29,000 | +26.1% | 2,069 | -4.3% | 0.01% | 0.0% |
| EQIX | Sell | EQUINIX INC | $28,000 | +7.7% | 34 | -2.9% | 0.01% | -15.4% |
| CTAS | CINTAS CORP | $28,000 | +21.7% | 73 | 0.0% | 0.01% | 0.0% | |
| SNA | Buy | SNAP ON INC | $29,000 | +52.6% | 130 | +21.5% | 0.01% | +22.2% |
| HTRB | New | HARTFORD FDS EXCHANGE TRADEDtotal rtrn etf | $28,000 | – | 689 | +100.0% | 0.01% | – |
| SPLV | Sell | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $28,000 | -45.1% | 464 | -50.1% | 0.01% | -56.0% |
| IR | Sell | INGERSOLL RAND INC | $28,000 | +3.7% | 568 | -11.7% | 0.01% | -15.4% |
| MLPA | GLOBAL X FDSglbl x mlp etf | $29,000 | +38.1% | 754 | 0.0% | 0.01% | +10.0% | |
| SPRO | SPERO THERAPEUTICS INC | $28,000 | -26.3% | 2,000 | 0.0% | 0.01% | -42.1% | |
| EIX | Sell | EDISON INTL | $29,000 | -9.4% | 501 | -10.7% | 0.01% | -31.2% |
| APD | Sell | AIR PRODS & CHEMS INC | $28,000 | 0.0% | 97 | -5.8% | 0.01% | -21.4% |
| UTF | COHEN & STEERS INFRASTRUCTUR | $29,000 | +11.5% | 1,000 | 0.0% | 0.01% | -15.4% | |
| BAB | New | INVESCO EXCH TRADED FD TR IItaxable mun bd | $29,000 | – | 888 | +100.0% | 0.01% | – |
| FIS | Sell | FIDELITY NATL INFORMATION SV | $25,000 | +4.2% | 173 | -7.5% | 0.01% | -16.7% |
| AAP | ADVANCE AUTO PARTS INC | $27,000 | +42.1% | 130 | 0.0% | 0.01% | +11.1% | |
| ADPT | Buy | ADAPTIVE BIOTECHNOLOGIES COR | $25,000 | +38.9% | 600 | +93.5% | 0.01% | +11.1% |
| TFC | Buy | TRUIST FINL CORP | $27,000 | +92.9% | 494 | +61.4% | 0.01% | +42.9% |
| MNST | Buy | MONSTER BEVERAGE CORP NEW | $26,000 | +13.0% | 286 | +8.3% | 0.01% | -9.1% |
| SNPS | Sell | SYNOPSYS INC | $27,000 | +3.8% | 97 | -3.0% | 0.01% | -23.1% |
| AJG | Buy | GALLAGHER ARTHUR J & CO | $27,000 | +35.0% | 195 | +8.3% | 0.01% | 0.0% |
| VONV | Buy | VANGUARD SCOTTSDALE FDSvng rus1000val | $27,000 | +17.4% | 390 | +100.0% | 0.01% | -9.1% |
| SNN | Buy | SMITH & NEPHEW PLCspdn adr new | $26,000 | +4.0% | 601 | +2.0% | 0.01% | -16.7% |
| CINF | Buy | CINCINNATI FINL CORP | $25,000 | +38.9% | 210 | +0.5% | 0.01% | +11.1% |
| SIMO | Sell | SILICON MOTION TECHNOLOGY COsponsored adr | $26,000 | -35.0% | 410 | -48.4% | 0.01% | -50.0% |
| XLP | Buy | SELECT SECTOR SPDR TRsbi cons stpls | $25,000 | +31.6% | 314 | +1.0% | 0.01% | +11.1% |
| TAN | Buy | INVESCO EXCH TRADED FD TR IIsolar etf | $25,000 | -13.8% | 285 | +6.7% | 0.01% | -28.6% |
| IEF | Sell | ISHARES TRbarclays 7 10 yr | $26,000 | -90.1% | 226 | -89.8% | 0.01% | -92.2% |
| BE | BLOOM ENERGY CORP | $27,000 | -27.0% | 1,000 | 0.0% | 0.01% | -44.4% | |
| IWS | Buy | ISHARES TRrus mdcp val etf | $25,000 | +66.7% | 220 | +41.9% | 0.01% | +42.9% |
| BX | BLACKSTONE GROUP INC | $25,000 | +47.1% | 255 | 0.0% | 0.01% | +25.0% | |
| RCL | Buy | ROYAL CARIBBEAN GROUP | $27,000 | +285.7% | 317 | +199.1% | 0.01% | +233.3% |
| DLN | WISDOMTREE TRus largecap divd | $25,000 | +19.0% | 205 | 0.0% | 0.01% | 0.0% | |
| SAN | Buy | BANCO SANTANDER S.A.adr | $27,000 | – | 6,945 | +138800.0% | 0.01% | – |
| WDAY | Buy | WORKDAY INCcl a | $27,000 | +68.8% | 115 | +64.3% | 0.01% | +25.0% |
| HEZU | ISHARES TRcur hd eurzn etf | $26,000 | +23.8% | 694 | 0.0% | 0.01% | 0.0% | |
| XME | Buy | SPDR SER TRs&p metals mng | $26,000 | +30.0% | 601 | +0.3% | 0.01% | 0.0% |
| KIM | KIMCO RLTY CORP | $25,000 | +31.6% | 1,200 | 0.0% | 0.01% | +11.1% | |
| NTAP | Sell | NETAPP INC | $27,000 | -51.8% | 327 | -61.7% | 0.01% | -63.0% |
| APTV | Buy | APTIV PLC | $26,000 | +30.0% | 167 | +12.1% | 0.01% | 0.0% |
| PFG | Buy | PRINCIPAL FINANCIAL GROUP IN | $27,000 | +28.6% | 423 | +0.5% | 0.01% | 0.0% |
| AVGO | Buy | BROADCOM INC | $24,000 | +4.3% | 51 | +2.0% | 0.01% | -18.2% |
| VTR | Sell | VENTAS INC | $22,000 | +15.8% | 384 | -5.9% | 0.01% | 0.0% |
| ITUB | New | ITAU UNIBANCO HLDG S Aspon adr rep pfd | $22,000 | – | 3,724 | +100.0% | 0.01% | – |
| BKNG | BOOKING HOLDINGS INC | $22,000 | +15.8% | 10 | 0.0% | 0.01% | 0.0% | |
| LDUR | Buy | PIMCO ETF TRenhncd lw dur ac | $24,000 | +4.3% | 232 | +0.4% | 0.01% | -18.2% |
| DLR | New | DIGITAL RLTY TR INC | $24,000 | – | 162 | +100.0% | 0.01% | – |
| ITA | ISHARES TRus aer def etf | $23,000 | +21.1% | 210 | 0.0% | 0.01% | 0.0% | |
| EPI | WISDOMTREE TRindia erngs fd | $23,000 | +15.0% | 687 | 0.0% | 0.01% | -10.0% | |
| SE | Buy | SEA LTDsponsord ads | $22,000 | – | 80 | +2566.7% | 0.01% | – |
| CDK | Buy | CDK GLOBAL INC | $23,000 | +15.0% | 458 | +13.6% | 0.01% | -10.0% |
| DXCM | Buy | DEXCOM INC | $23,000 | +666.7% | 55 | +511.1% | 0.01% | +800.0% |
| SLB | Sell | SCHLUMBERGER LTD | $22,000 | -46.3% | 696 | -62.5% | 0.01% | -55.0% |
| XLB | New | SELECT SECTOR SPDR TRsbi materials | $24,000 | – | 297 | +100.0% | 0.01% | – |
| NXPI | Sell | NXP SEMICONDUCTORS N V | $24,000 | 0.0% | 116 | -18.9% | 0.01% | -25.0% |
| LIN | Buy | LINDE PLC | $23,000 | +283.3% | 80 | +233.3% | 0.01% | +200.0% |
| OKTA | Buy | OKTA INCcl a | $23,000 | +9.5% | 92 | +16.5% | 0.01% | -10.0% |
| IP | Buy | INTERNATIONAL PAPER CO | $22,000 | +29.4% | 353 | +0.6% | 0.01% | +12.5% |
| CB | Sell | CHUBB LIMITED | $24,000 | 0.0% | 151 | -7.9% | 0.01% | -25.0% |
| CWI | SPDR INDEX SHS FDSmsci acwi exus | $22,000 | +10.0% | 738 | 0.0% | 0.01% | -10.0% | |
| AMN | Sell | AMN HEALTHCARE SVCS INC | $23,000 | +35.3% | 235 | -2.1% | 0.01% | +12.5% |
| TEAM | Buy | ATLASSIAN CORP PLCcl a | $24,000 | +50.0% | 95 | +37.7% | 0.01% | +12.5% |
| CCD | Buy | CALAMOS DYNAMIC CONV & INCOM | $22,000 | +10.0% | 716 | +3.2% | 0.01% | -10.0% |
| IYH | ISHARES TRus hlthcare etf | $22,000 | +10.0% | 82 | 0.0% | 0.01% | -10.0% | |
| DVYE | ISHARES INCem mkts div etf | $24,000 | +4.3% | 621 | 0.0% | 0.01% | -18.2% | |
| ROST | New | ROSS STORES INC | $22,000 | – | 180 | +100.0% | 0.01% | – |
| TWLO | Buy | TWILIO INCcl a | $23,000 | +35.3% | 59 | +22.9% | 0.01% | +12.5% |
| ITT | ITT INC | $24,000 | +20.0% | 265 | 0.0% | 0.01% | -10.0% | |
| VICR | VICOR CORP | $21,000 | +23.5% | 200 | 0.0% | 0.01% | 0.0% | |
| PKW | Buy | INVESCO EXCHANGE TRADED FD Tbuyback achiev | $20,000 | +25.0% | 217 | +0.9% | 0.01% | 0.0% |
| GM | Buy | GENERAL MTRS CO | $20,000 | +66.7% | 345 | +38.6% | 0.01% | +33.3% |
| RJA | New | SWEDISH EXPT CR CORProg agri etn22 | $21,000 | – | 2,700 | +100.0% | 0.01% | – |
| ITRI | ITRON INC | $20,000 | +11.1% | 200 | 0.0% | 0.01% | -11.1% | |
| SWK | Buy | STANLEY BLACK & DECKER INC | $20,000 | +233.3% | 96 | +152.6% | 0.01% | +166.7% |
| AKTS | AKOUSTIS TECHNOLOGIES INC | $21,000 | -32.3% | 2,000 | 0.0% | 0.01% | -46.7% | |
| VIPS | New | VIPSHOP HOLDINGS LIMITEDsponsored ads a | $20,000 | – | 1,007 | +100.0% | 0.01% | – |
| ROBO | New | EXCHANGE TRADED CONCEPTS TRrobo glb etf | $20,000 | – | 300 | +100.0% | 0.01% | – |
| XLC | Buy | SELECT SECTOR SPDR TR | $21,000 | +23.5% | 256 | +0.4% | 0.01% | 0.0% |
| EOG | Buy | EOG RES INC | $21,000 | +950.0% | 494 | +1048.8% | 0.01% | +700.0% |
| UAL | Buy | UNITED AIRLS HLDGS INC | $21,000 | +2000.0% | 394 | +1213.3% | 0.01% | – |
| KXI | Buy | ISHARES TRglb cnsm stp etf | $20,000 | +17.6% | 319 | +1.3% | 0.01% | 0.0% |
| FBND | Buy | FIDELITY MERRIMACK STR TRtotal bd etf | $21,000 | +16.7% | 395 | +16.2% | 0.01% | -11.1% |
| RF | Sell | REGIONS FINANCIAL CORP NEW | $20,000 | -50.0% | 971 | -58.2% | 0.01% | -60.0% |
| RVLV | REVOLVE GROUP INCcl a | $21,000 | +110.0% | 300 | 0.0% | 0.01% | +60.0% | |
| SPEM | New | SPDR INDEX SHS FDSportfolio emg mk | $20,000 | – | 440 | +100.0% | 0.01% | – |
| OMCL | OMNICELL COM | $20,000 | +25.0% | 132 | 0.0% | 0.01% | 0.0% | |
| TDTT | New | FLEXSHARES TRiboxx 3r targt | $20,000 | – | 739 | +100.0% | 0.01% | – |
| NIO | Buy | NIO INCspon ads | $20,000 | +33.3% | 369 | +31.8% | 0.01% | +14.3% |
| KHC | Buy | KRAFT HEINZ CO | $21,000 | +90.9% | 510 | +49.6% | 0.01% | +60.0% |
| FLQE | FRANKLIN TEMPLETON ETF TRlibertyq emerg | $17,000 | +6.2% | 540 | 0.0% | 0.01% | -12.5% | |
| MAC | MACERICH CO | $17,000 | +30.8% | 951 | 0.0% | 0.01% | +16.7% | |
| NAC | New | NUVEEN CA QUALTY MUN INCOME | $19,000 | – | 1,199 | +100.0% | 0.01% | – |
| PLUG | New | PLUG POWER INC | $18,000 | – | 522 | +100.0% | 0.01% | – |
| DXC | Buy | DXC TECHNOLOGY CO | $18,000 | +63.6% | 467 | +0.2% | 0.01% | +40.0% |
| IPAC | New | ISHARES TRcore msci pac | $17,000 | – | 263 | +100.0% | 0.01% | – |
| IJS | ISHARES TRsp smcp600vl etf | $19,000 | +26.7% | 182 | 0.0% | 0.01% | 0.0% | |
| FTCS | Buy | FIRST TR EXCHANGE-TRADED FDcap strength etf | $18,000 | +20.0% | 237 | +0.9% | 0.01% | 0.0% |
| DORM | DORMAN PRODS INC | $18,000 | +12.5% | 176 | 0.0% | 0.01% | -12.5% | |
| SWKS | Buy | SKYWORKS SOLUTIONS INC | $19,000 | +90.0% | 101 | +71.2% | 0.01% | +40.0% |
| ADSK | Sell | AUTODESK INC | $18,000 | -30.8% | 61 | -34.4% | 0.01% | -46.2% |
| PKX | Buy | POSCOsponsored adr | $19,000 | +1800.0% | 248 | +1140.0% | 0.01% | – |
| STEM | New | STEM INC | $18,000 | – | 500 | +100.0% | 0.01% | – |
| VCV | New | INVESCO CALIF VALUE MUN INCO | $17,000 | – | 1,200 | +100.0% | 0.01% | – |
| HTD | HANCOCK JOHN TAX-ADVANTAGED | $17,000 | +21.4% | 700 | 0.0% | 0.01% | 0.0% | |
| OEF | ISHARES TRs&p 100 etf | $19,000 | +18.8% | 97 | 0.0% | 0.01% | -12.5% | |
| IART | INTEGRA LIFESCIENCES HLDGS C | $18,000 | +5.9% | 264 | 0.0% | 0.01% | -12.5% | |
| PNQI | INVESCO EXCHANGE TRADED FD Tnasdaq internt | $19,000 | +11.8% | 75 | 0.0% | 0.01% | -12.5% | |
| ASX | Buy | ASE TECHNOLOGY HLDG CO LTDsponsored ads | $19,000 | +171.4% | 2,415 | +121.6% | 0.01% | +133.3% |
| HSBC | Buy | HSBC HLDGS PLCspon adr new | $18,000 | +12.5% | 638 | +2.9% | 0.01% | -12.5% |
| LHX | L3HARRIS TECHNOLOGIES INC | $18,000 | +28.6% | 81 | 0.0% | 0.01% | 0.0% | |
| ED | Buy | CONSOLIDATED EDISON INC | $18,000 | +5.9% | 254 | +1.6% | 0.01% | -12.5% |
| EEM | Buy | ISHARES TRmsci emg mkt etf | $19,000 | 0.0% | 352 | +0.6% | 0.01% | -22.2% |
| TRTN | Buy | TRITON INTL LTDcl a | $19,000 | +11.8% | 369 | +2.2% | 0.01% | -12.5% |
| EUSB | New | ISHARES TResg adv ttl usd | $17,000 | – | 341 | +100.0% | 0.01% | – |
| EVM | New | EATON VANCE CALIF MUN BD FD | $17,000 | – | 1,394 | +100.0% | 0.01% | – |
| CRON | CRONOS GROUP INC | $17,000 | -15.0% | 2,000 | 0.0% | 0.01% | -30.0% | |
| BDX | Sell | BECTON DICKINSON & CO | $18,000 | -10.0% | 74 | -3.9% | 0.01% | -30.0% |
| VBK | New | VANGUARD INDEX FDSsml cp grw etf | $17,000 | – | 58 | +100.0% | 0.01% | – |
| LNG | CHENIERE ENERGY INC | $17,000 | +41.7% | 200 | 0.0% | 0.01% | +16.7% | |
| ON | ON SEMICONDUCTOR CORP | $19,000 | +5.6% | 500 | 0.0% | 0.01% | -22.2% | |
| KLAC | Sell | KLA CORP | $17,000 | -29.2% | 82 | -2.4% | 0.01% | -41.7% |
| RPM | Buy | RPM INTL INC | $17,000 | +21.4% | 190 | +11.1% | 0.01% | 0.0% |
| SIGI | Buy | SELECTIVE INS GROUP INC | $17,000 | +30.8% | 208 | +2.5% | 0.01% | +16.7% |
| BOOT | Sell | BOOT BARN HLDGS INC | $19,000 | +18.8% | 228 | -20.0% | 0.01% | -12.5% |
| BUD | Buy | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $18,000 | +20.0% | 246 | +0.4% | 0.01% | 0.0% |
| SCZ | Buy | ISHARES TReafe sml cp etf | $17,000 | +6.2% | 236 | +1.3% | 0.01% | -12.5% |
| ETSY | Buy | ETSY INC | $15,000 | +50.0% | 71 | +42.0% | 0.01% | +20.0% |
| IPAY | New | ETF MANAGERS TRprime mobile pay | $15,000 | – | 210 | +100.0% | 0.01% | – |
| IGF | Buy | ISHARES TRglb infrastr etf | $15,000 | +275.0% | 322 | +209.6% | 0.01% | +200.0% |
| BAX | BAXTER INTL INC | $15,000 | +7.1% | 190 | 0.0% | 0.01% | -14.3% | |
| SIVB | Sell | SVB FINANCIAL GROUP | $16,000 | +14.3% | 29 | -6.5% | 0.01% | -14.3% |
| PII | Buy | POLARIS INC | $15,000 | +25.0% | 112 | +0.9% | 0.01% | 0.0% |
| HIG | HARTFORD FINL SVCS GROUP INC | $16,000 | +33.3% | 261 | 0.0% | 0.01% | 0.0% | |
| GOSS | GOSSAMER BIO INC | $16,000 | -20.0% | 2,000 | 0.0% | 0.01% | -40.0% | |
| IEUR | New | ISHARES TRcore msci euro | $15,000 | – | 259 | +100.0% | 0.01% | – |
| TFI | Buy | SPDR SER TRnuveen brc munic | $15,000 | +66.7% | 284 | +57.8% | 0.01% | +50.0% |
| CRSP | CRISPR THERAPEUTICS AGnamen akt | $15,000 | 0.0% | 92 | 0.0% | 0.01% | -14.3% | |
| OLD | Buy | JANUS DETROIT STR TRlong term care | $16,000 | +14.3% | 500 | +0.4% | 0.01% | -14.3% |
| FELE | Buy | FRANKLIN ELEC INC | $15,000 | +25.0% | 182 | +0.6% | 0.01% | 0.0% |
| KALU | KAISER ALUMINUM CORP | $15,000 | +36.4% | 124 | 0.0% | 0.01% | +20.0% | |
| FWRD | Buy | FORWARD AIR CORP | $16,000 | +23.1% | 180 | +0.6% | 0.01% | 0.0% |
| MOV | MOVADO GROUP INC | $15,000 | +50.0% | 477 | 0.0% | 0.01% | +20.0% | |
| ONTO | ONTO INNOVATION INC | $15,000 | +36.4% | 204 | 0.0% | 0.01% | +20.0% | |
| LITE | New | LUMENTUM HLDGS INC | $16,000 | – | 200 | +100.0% | 0.01% | – |
| EXLS | EXLSERVICE HOLDINGS INC | $16,000 | +45.5% | 147 | 0.0% | 0.01% | +20.0% | |
| NXST | Sell | NEXSTAR MEDIA GROUP INCcl a | $16,000 | 0.0% | 109 | -20.4% | 0.01% | -25.0% |
| SDGR | SCHRODINGER INC | $15,000 | -16.7% | 200 | 0.0% | 0.01% | -33.3% | |
| EWG | Sell | ISHARES INCmsci germany etf | $16,000 | +14.3% | 470 | -0.4% | 0.01% | -14.3% |
| SCHZ | Buy | SCHWAB STRATEGIC TRus aggregate b | $15,000 | +7.1% | 274 | +2.6% | 0.01% | -14.3% |
| LZB | Buy | LA Z BOY INC | $13,000 | +8.3% | 338 | +0.9% | 0.01% | -16.7% |
| BXP | BOSTON PROPERTIES INC | $13,000 | +30.0% | 117 | 0.0% | 0.01% | 0.0% | |
| IUSG | Buy | ISHARES TRcore s&p us gwt | $13,000 | +550.0% | 127 | +388.5% | 0.01% | +400.0% |
| KEY | Buy | KEYCORP | $13,000 | +30.0% | 631 | +4.8% | 0.01% | 0.0% |
| TJX | Sell | TJX COS INC NEW | $12,000 | +9.1% | 183 | -1.6% | 0.01% | 0.0% |
| COIN | New | COINBASE GLOBAL INC | $12,000 | – | 48 | +100.0% | 0.01% | – |
| KMI | Sell | KINDER MORGAN INC DEL | $12,000 | -20.0% | 636 | -44.0% | 0.01% | -28.6% |
| ESG | New | FLEXSHARES TRstox us esg slct | $12,000 | – | 116 | +100.0% | 0.01% | – |
| KFY | KORN FERRY | $13,000 | +62.5% | 182 | 0.0% | 0.01% | +25.0% | |
| PAVE | New | GLOBAL X FDSus infr dev etf | $13,000 | – | 500 | +100.0% | 0.01% | – |
| SSB | Buy | SOUTH ST CORP | $13,000 | +18.2% | 162 | +1.2% | 0.01% | 0.0% |
| SNAP | Buy | SNAP INCcl a | $14,000 | +366.7% | 205 | +279.6% | 0.01% | +400.0% |
| VMC | New | VULCAN MATLS CO | $12,000 | – | 70 | +100.0% | 0.01% | – |
| HALO | HALOZYME THERAPEUTICS INC | $14,000 | 0.0% | 300 | 0.0% | 0.01% | -28.6% | |
| OGN | New | ORGANON & CO | $12,000 | – | 407 | +100.0% | 0.01% | – |
| ARCT | ARCTURUS THERAPEUTICS HLDGS | $14,000 | -56.2% | 400 | 0.0% | 0.01% | -68.8% | |
| FVD | FIRST TR VALUE LINE DIVID IN | $13,000 | +18.2% | 336 | 0.0% | 0.01% | 0.0% | |
| AUB | Buy | ATLANTIC UN BANKSHARES CORP | $14,000 | +16.7% | 379 | +2.7% | 0.01% | -16.7% |
| RGLD | Buy | ROYAL GOLD INC | $12,000 | +9.1% | 109 | +0.9% | 0.01% | 0.0% |
| NTR | Buy | NUTRIEN LTD | $12,000 | +33.3% | 200 | +1.5% | 0.01% | +25.0% |
| CTVA | Sell | CORTEVA INC | $13,000 | -31.6% | 295 | -38.9% | 0.01% | -44.4% |
| AOR | ISHARES TRgrwt allocat etf | $12,000 | +9.1% | 220 | 0.0% | 0.01% | 0.0% | |
| DIAX | Buy | NUVEEN DOW 30 DYNMC OVERWRT | $13,000 | +18.2% | 758 | +1.7% | 0.01% | 0.0% |
| FPX | Buy | FIRST TR EXCHANGE TRADED FDus eqty oppt etf | $13,000 | 0.0% | 104 | +1.0% | 0.01% | -16.7% |
| VGK | Buy | VANGUARD INTL EQUITY INDEX Fftse europe etf | $12,000 | +33.3% | 184 | +19.5% | 0.01% | +25.0% |
| BCPC | BALCHEM CORP | $12,000 | +20.0% | 92 | 0.0% | 0.01% | 0.0% | |
| INMD | New | INMODE LTD | $13,000 | – | 138 | +100.0% | 0.01% | – |
| BMRN | Sell | BIOMARIN PHARMACEUTICAL INC | $13,000 | +8.3% | 153 | -1.9% | 0.01% | -16.7% |
| FCOR | Buy | FIDELITY MERRIMACK STR TRcorp bond etf | $13,000 | +8.3% | 227 | +0.9% | 0.01% | -16.7% |
| BHE | Sell | BENCHMARK ELECTRS INC | $12,000 | +9.1% | 412 | -1.4% | 0.01% | 0.0% |
| CRWD | Buy | CROWDSTRIKE HLDGS INCcl a | $13,000 | +1200.0% | 51 | +920.0% | 0.01% | – |
| BBY | Sell | BEST BUY INC | $13,000 | +8.3% | 112 | -3.4% | 0.01% | -16.7% |
| JWN | Buy | NORDSTROM INC | $13,000 | +8.3% | 346 | +0.3% | 0.01% | -16.7% |
| SUB | Buy | ISHARES TRshrt nat mun etf | $12,000 | +71.4% | 108 | +54.3% | 0.01% | +66.7% |
| TRMB | Sell | TRIMBLE INC | $13,000 | -51.9% | 160 | -60.0% | 0.01% | -61.5% |
| PTR | New | PETROCHINA CO LTDsponsored adr | $14,000 | – | 277 | +100.0% | 0.01% | – |
| MKC | Buy | MCCORMICK & CO INC | $13,000 | +550.0% | 142 | +446.2% | 0.01% | +400.0% |
| TWTR | Buy | TWITTER INC | $13,000 | +1200.0% | 185 | +516.7% | 0.01% | – |
| MEDP | Sell | MEDPACE HLDGS INC | $14,000 | 0.0% | 82 | -20.4% | 0.01% | -28.6% |
| ITW | Buy | ILLINOIS TOOL WKS INC | $14,000 | +1300.0% | 64 | +966.7% | 0.01% | – |
| PHR | PHREESIA INC | $12,000 | -7.7% | 200 | 0.0% | 0.01% | -16.7% | |
| ENS | Buy | ENERSYS | $12,000 | +20.0% | 125 | +0.8% | 0.01% | 0.0% |
| IDNA | New | ISHARES TRgenomics immun | $13,000 | – | 250 | +100.0% | 0.01% | – |
| SF | Sell | STIFEL FINL CORP | $13,000 | -35.0% | 206 | -47.7% | 0.01% | -50.0% |
| JAGG | New | J P MORGAN EXCHANGE-TRADED Fus aggregate etf | $14,000 | – | 259 | +100.0% | 0.01% | – |
| MC | Sell | MOELIS & COcl a | $12,000 | -14.3% | 210 | -23.4% | 0.01% | -28.6% |
| IDEV | New | ISHARES TRcore msci intl | $13,000 | – | 192 | +100.0% | 0.01% | – |
| IYG | Buy | ISHARES TRu.s. fin svc etf | $10,000 | +25.0% | 56 | +1.8% | 0.00% | 0.0% |
| KFRC | Sell | KFORCE INC | $11,000 | +57.1% | 169 | -2.3% | 0.00% | +33.3% |
| VTRS | Sell | VIATRIS INC | $11,000 | -26.7% | 775 | -10.3% | 0.00% | -42.9% |
| EBAY | EBAY INC. | $11,000 | +22.2% | 157 | 0.0% | 0.00% | 0.0% | |
| JJSF | J & J SNACK FOODS CORP | $10,000 | +25.0% | 57 | 0.0% | 0.00% | 0.0% | |
| TMUS | Sell | T-MOBILE US INC | $11,000 | +10.0% | 75 | -8.5% | 0.00% | -20.0% |
| NTNX | Sell | NUTANIX INCcl a | $11,000 | 0.0% | 287 | -19.4% | 0.00% | -20.0% |
| SBRA | Sell | SABRA HEALTH CARE REIT INC | $11,000 | -21.4% | 585 | -31.9% | 0.00% | -42.9% |
| MELI | Sell | MERCADOLIBRE INC | $11,000 | -26.7% | 7 | -12.5% | 0.00% | -42.9% |
| XT | ISHARES TRexponential tech | $10,000 | +11.1% | 156 | 0.0% | 0.00% | 0.0% | |
| COKE | COCA COLA CONS INC | $11,000 | +57.1% | 27 | 0.0% | 0.00% | +33.3% | |
| ZNGA | New | ZYNGA INCcl a | $10,000 | – | 943 | +100.0% | 0.00% | – |
| LHCG | Buy | LHC GROUP INC | $11,000 | +10.0% | 57 | +5.6% | 0.00% | -20.0% |
| FIX | Sell | COMFORT SYS USA INC | $10,000 | +42.9% | 129 | -0.8% | 0.00% | +33.3% |
| ONEM | Sell | 1LIFE HEALTHCARE INC | $10,000 | -33.3% | 300 | -0.3% | 0.00% | -42.9% |
| FISV | FISERV INC | $11,000 | +10.0% | 100 | 0.0% | 0.00% | -20.0% | |
| CONE | CYRUSONE INC | $11,000 | 0.0% | 156 | 0.0% | 0.00% | -20.0% | |
| HDB | Sell | HDFC BANK LTDsponsored ads | $10,000 | -9.1% | 131 | -12.1% | 0.00% | -20.0% |
| XLE | Sell | SELECT SECTOR SPDR TRenergy | $11,000 | -15.4% | 206 | -41.3% | 0.00% | -33.3% |
| AFRM | Buy | AFFIRM HLDGS INC | $10,000 | -16.7% | 136 | +36.0% | 0.00% | -33.3% |
| FYC | FIRST TR EXCHANGE-TRADED ALPsml cp grw alp | $11,000 | +22.2% | 145 | 0.0% | 0.00% | 0.0% | |
| COR | CORESITE RLTY CORP | $10,000 | 0.0% | 74 | 0.0% | 0.00% | -20.0% | |
| ETN | Buy | EATON CORP PLC | $10,000 | +233.3% | 79 | +146.9% | 0.00% | +300.0% |
| IXJ | Sell | ISHARES TRglob hlthcre etf | $10,000 | -70.6% | 114 | -74.7% | 0.00% | -76.5% |
| MMI | MARCUS & MILLICHAP INC | $10,000 | +11.1% | 251 | 0.0% | 0.00% | 0.0% | |
| AZN | Buy | ASTRAZENECA PLCsponsored adr | $11,000 | +57.1% | 192 | +26.3% | 0.00% | +33.3% |
| CNX | New | CNX RES CORP | $11,000 | – | 840 | +100.0% | 0.00% | – |
| OSIS | OSI SYSTEMS INC | $10,000 | +11.1% | 100 | 0.0% | 0.00% | 0.0% | |
| VXF | Buy | VANGUARD INDEX FDSextend mkt etf | $11,000 | +57.1% | 343 | +662.2% | 0.00% | +33.3% |
| ACWV | Buy | ISHARES INCmsci gbl min vol | $11,000 | +10.0% | 111 | +0.9% | 0.00% | -20.0% |
| VEEV | Buy | VEEVA SYS INC | $10,000 | +66.7% | 31 | +40.9% | 0.00% | +33.3% |
| UBSI | Buy | UNITED BANKSHARES INC WEST V | $11,000 | +22.2% | 288 | +1.1% | 0.00% | 0.0% |
| SVFAU | SVF INVESTMENT CORPunit 12/20/2025 | $10,000 | -23.1% | 1,000 | 0.0% | 0.00% | -33.3% | |
| AWK | Buy | AMERICAN WTR WKS CO INC NEW | $11,000 | +450.0% | 71 | +491.7% | 0.00% | +300.0% |
| HLT | Buy | HILTON WORLDWIDE HLDGS INC | $10,000 | +900.0% | 80 | +627.3% | 0.00% | – |
| CAH | Buy | CARDINAL HEALTH INC | $11,000 | +57.1% | 200 | +48.1% | 0.00% | +33.3% |
| NRZ | Buy | NEW RESIDENTIAL INVT CORP | $11,000 | +22.2% | 1,016 | +1.9% | 0.00% | 0.0% |
| AMWD | Buy | AMERICAN WOODMARK CORPORATIO | $10,000 | 0.0% | 124 | +1.6% | 0.00% | -20.0% |
| DHR | Sell | DANAHER CORPORATION | $11,000 | +10.0% | 42 | -2.3% | 0.00% | -20.0% |
| COUP | COUPA SOFTWARE INC | $10,000 | -16.7% | 38 | 0.0% | 0.00% | -33.3% | |
| SHG | Buy | SHINHAN FINANCIAL GROUP CO Lspn adr restrd | $11,000 | +1000.0% | 318 | +439.0% | 0.00% | – |
| VER | Buy | VEREIT INC | $10,000 | +100.0% | 219 | +40.4% | 0.00% | +100.0% |
| DOCU | Buy | DOCUSIGN INC | $11,000 | +175.0% | 38 | +81.0% | 0.00% | +100.0% |
| CSWI | CSW INDUSTRIALS INC | $9,000 | 0.0% | 75 | 0.0% | 0.00% | -25.0% | |
| AGNC | Sell | AGNC INVT CORP | $7,000 | -30.0% | 418 | -30.3% | 0.00% | -40.0% |
| ARKQ | Buy | ARK ETF TRautnmus technlgy | $8,000 | +166.7% | 175 | +400.0% | 0.00% | +200.0% |
| YOLO | Buy | ADVISORSHARES TRpure cannabis | $9,000 | +350.0% | 448 | +1020.0% | 0.00% | +200.0% |
| AEG | Sell | AEGON N V | $9,000 | -10.0% | 2,263 | -0.1% | 0.00% | -40.0% |
| ADC | Sell | AGREE RLTY CORP | $7,000 | 0.0% | 95 | -5.9% | 0.00% | 0.0% |
| ABNB | New | AIRBNB INC | $8,000 | – | 50 | +100.0% | 0.00% | – |
| ALB | Buy | ALBEMARLE CORP | $8,000 | +300.0% | 47 | +235.7% | 0.00% | +200.0% |
| ARES | Buy | ARES MANAGEMENT CORPORATION | $9,000 | +200.0% | 145 | +72.6% | 0.00% | +200.0% |
| RNA | New | AVIDITY BIOSCIENCES INC | $7,000 | – | 300 | +100.0% | 0.00% | – |
| BIDU | Buy | BAIDU INCspon adr rep a | $9,000 | +200.0% | 46 | +187.5% | 0.00% | +200.0% |
| B | Buy | BARNES GROUP INC | $8,000 | +14.3% | 156 | +2.6% | 0.00% | 0.0% |
| BYND | Buy | BEYOND MEAT INC | $8,000 | +60.0% | 49 | +63.3% | 0.00% | +50.0% |
| BLKB | Buy | BLACKBAUD INC | $8,000 | – | 100 | +733.3% | 0.00% | – |
| MUC | New | BLACKROCK MUNIHLDNGS CALI QL | $8,000 | – | 522 | +100.0% | 0.00% | – |
| CI | Sell | CIGNA CORP NEW | $8,000 | 0.0% | 32 | -17.9% | 0.00% | -25.0% |
| CTS | Buy | CTS CORP | $9,000 | +12.5% | 257 | +0.4% | 0.00% | -25.0% |
| CACI | Sell | CACI INTL INCcl a | $9,000 | +12.5% | 34 | -2.9% | 0.00% | -25.0% |
| CPK | Sell | CHESAPEAKE UTILS CORP | $7,000 | +40.0% | 56 | -3.4% | 0.00% | +50.0% |
| CMG | CHIPOTLE MEXICAN GRILL INC | $8,000 | +14.3% | 5 | 0.0% | 0.00% | 0.0% | |
| CMI | Sell | CUMMINS INC | $9,000 | 0.0% | 39 | -7.1% | 0.00% | -25.0% |
| DBEF | DBX ETF TRxtrack msci eafe | $9,000 | +12.5% | 241 | 0.0% | 0.00% | -25.0% | |
| DIOD | Buy | DIODES INC | $8,000 | +166.7% | 106 | +107.8% | 0.00% | +200.0% |
| RWVG | Buy | DIREXION SHS ETF TRrusell1000 val | $9,000 | +28.6% | 151 | +0.7% | 0.00% | 0.0% |
| DEA | Buy | EASTERLY GOVT PPTYS INC | $9,000 | 0.0% | 442 | +0.2% | 0.00% | -25.0% |
| EQNR | Buy | EQUINOR ASAsponsored adr | $8,000 | +33.3% | 379 | +0.5% | 0.00% | 0.0% |
| FAF | Buy | FIRST AMERN FINL CORP | $8,000 | +33.3% | 125 | +1.6% | 0.00% | 0.0% |
| GIII | G III APPAREL GROUP LTD | $8,000 | +33.3% | 258 | 0.0% | 0.00% | 0.0% | |
| GMAB | Buy | GENMAB A/Ssponsored ads | $7,000 | – | 174 | +1238.5% | 0.00% | – |
| GPC | Sell | GENUINE PARTS CO | $9,000 | -18.2% | 72 | -38.5% | 0.00% | -40.0% |
| GGB | Buy | GERDAU SAspon adr rep pfd | $9,000 | +50.0% | 1,501 | +3.7% | 0.00% | 0.0% |
| GTY | Buy | GETTY RLTY CORP NEW | $9,000 | +28.6% | 294 | +1.4% | 0.00% | 0.0% |
| HAIN | New | HAIN CELESTIAL GROUP INC | $8,000 | – | 200 | +100.0% | 0.00% | – |
| INGR | Buy | INGREDION INC | $8,000 | +100.0% | 87 | +42.6% | 0.00% | +50.0% |
| ICE | Sell | INTERCONTINENTAL EXCHANGE IN | $9,000 | 0.0% | 74 | -15.9% | 0.00% | -25.0% |
| EWL | New | ISHARES INCmsci switzerland | $8,000 | – | 160 | +100.0% | 0.00% | – |
| FXI | ISHARES TRchina lg-cap etf | $7,000 | 0.0% | 155 | 0.0% | 0.00% | 0.0% | |
| SUSC | New | ISHARES TResg awre usd etf | $8,000 | – | 306 | +100.0% | 0.00% | – |
| USXF | New | ISHARES TResg msci usa etf | $7,000 | – | 190 | +100.0% | 0.00% | – |
| KTB | Sell | KONTOOR BRANDS INC | $9,000 | +50.0% | 155 | -15.8% | 0.00% | 0.0% |
| LGIH | New | LGI HOMES INC | $9,000 | – | 53 | +100.0% | 0.00% | – |
| LH | LABORATORY CORP AMER HLDGS | $8,000 | +14.3% | 30 | 0.0% | 0.00% | 0.0% | |
| MTB | Sell | M & T BK CORP | $8,000 | +14.3% | 53 | -3.6% | 0.00% | 0.0% |
| MAN | Buy | MANPOWERGROUP INC WIS | $7,000 | +250.0% | 57 | +78.1% | 0.00% | +200.0% |
| VAC | Buy | MARRIOTT VACATIONS WORLDWIDE | $7,000 | +40.0% | 42 | +2.4% | 0.00% | +50.0% |
| MMC | MARSH & MCLENNAN COS INC | $8,000 | +33.3% | 58 | 0.0% | 0.00% | 0.0% | |
| MLM | New | MARTIN MARIETTA MATLS INC | $8,000 | – | 22 | +100.0% | 0.00% | – |
| MRVL | New | MARVELL TECHNOLOGY INC | $9,000 | – | 147 | +100.0% | 0.00% | – |
| MDLA | New | MEDALLIA INC | $7,000 | – | 200 | +100.0% | 0.00% | – |
| MTD | METTLER TOLEDO INTERNATIONAL | $7,000 | +40.0% | 5 | 0.0% | 0.00% | +50.0% | |
| Buy | MICRO FOCUS INTL PLCspon adr new | $8,000 | +60.0% | 1,025 | +13.9% | 0.00% | +50.0% | |
| NTES | Buy | NETEASE INCsponsored ads | $8,000 | +700.0% | 73 | +461.5% | 0.00% | – |
| NEM | Buy | NEWMONT CORP | $7,000 | +600.0% | 107 | +345.8% | 0.00% | – |
| NVO | Sell | NOVO-NORDISK A Sadr | $7,000 | -12.5% | 88 | -22.8% | 0.00% | -25.0% |
| OLLI | OLLIES BARGAIN OUTLET HLDGS | $8,000 | 0.0% | 96 | 0.0% | 0.00% | -25.0% | |
| PCG | Sell | PG&E CORP | $9,000 | -10.0% | 844 | -4.2% | 0.00% | -40.0% |
| HYS | New | PIMCO ETF TR0-5 high yield | $7,000 | – | 65 | +100.0% | 0.00% | – |
| PB | Buy | PROSPERITY BANCSHARES INC | $9,000 | +12.5% | 119 | +0.8% | 0.00% | -25.0% |
| PRU | PRUDENTIAL FINL INC | $7,000 | +40.0% | 70 | 0.0% | 0.00% | +50.0% | |
| GXC | New | SPDR INDEX SHS FDSs&p china etf | $8,000 | – | 59 | +100.0% | 0.00% | – |
| SHM | Buy | SPDR SER TRnuveen blmbrg sr | $7,000 | +133.3% | 147 | +86.1% | 0.00% | +200.0% |
| SCHM | New | SCHWAB STRATEGIC TRus mid-cap etf | $7,000 | – | 88 | +100.0% | 0.00% | – |
| SCCO | New | SOUTHERN COPPER CORP | $8,000 | – | 127 | +100.0% | 0.00% | – |
| STC | Sell | STEWART INFORMATION SVCS COR | $7,000 | +40.0% | 120 | -0.8% | 0.00% | +50.0% |
| TNL | New | TRAVEL PLUS LEISURE CO | $7,000 | – | 111 | +100.0% | 0.00% | – |
| UMBF | Sell | UMB FINL CORP | $8,000 | +33.3% | 89 | -4.3% | 0.00% | 0.0% |
| PATH | New | UIPATH INCcl a | $7,000 | – | 108 | +100.0% | 0.00% | – |
| UTL | Buy | UNITIL CORP | $9,000 | +50.0% | 164 | +0.6% | 0.00% | 0.0% |
| GDX | VANECK VECTORS ETF TRgold miners etf | $9,000 | 0.0% | 262 | 0.0% | 0.00% | -25.0% | |
| ESGV | New | VANGUARD WORLD FDesg us stk etf | $8,000 | – | 98 | +100.0% | 0.00% | – |
| VNE | VEONEER INC | $7,000 | -12.5% | 300 | 0.0% | 0.00% | -25.0% | |
| VICI | Buy | VICI PPTYS INC | $9,000 | +125.0% | 305 | +76.3% | 0.00% | +50.0% |
| SPCE | VIRGIN GALACTIC HOLDINGS INC | $9,000 | -10.0% | 200 | 0.0% | 0.00% | -40.0% | |
| WNS | Sell | WNS HLDGS LTDspon adr | $8,000 | -63.6% | 104 | -66.3% | 0.00% | -72.7% |
| WAFD | WASHINGTON FED INC | $7,000 | +40.0% | 220 | 0.0% | 0.00% | +50.0% | |
| AMBA | AMBARELLA INC | $9,000 | 0.0% | 87 | 0.0% | 0.00% | -25.0% | |
| TEL | Buy | TE CONNECTIVITY LTD | $7,000 | +16.7% | 51 | +2.0% | 0.00% | 0.0% |
| RACE | Buy | FERRARI N V | $7,000 | +40.0% | 33 | +26.9% | 0.00% | +50.0% |
| ATCO | Sell | ATLAS CORPshares | $8,000 | +14.3% | 542 | -14.2% | 0.00% | 0.0% |
| EXAS | Buy | EXACT SCIENCES CORP | $4,000 | +100.0% | 36 | +71.4% | 0.00% | +100.0% |
| TM | Sell | TOYOTA MOTOR CORP | $6,000 | +20.0% | 32 | -20.0% | 0.00% | 0.0% |
| PATK | New | PATRICK INDS INC | $6,000 | – | 81 | +100.0% | 0.00% | – |
| NTRS | Sell | NORTHERN TR CORP | $4,000 | +33.3% | 35 | -7.9% | 0.00% | +100.0% |
| FICO | Buy | FAIR ISAAC CORP | $4,000 | +100.0% | 7 | +40.0% | 0.00% | +100.0% |
| RDWR | New | RADWARE LTDord | $5,000 | – | 159 | +100.0% | 0.00% | – |
| FRC | FIRST REP BK SAN FRANCISCO C | $6,000 | +50.0% | 33 | 0.0% | 0.00% | 0.0% | |
| TX | New | TERNIUM SAsponsored ads | $4,000 | – | 101 | +100.0% | 0.00% | – |
| NVMI | Sell | NOVA MEASURING INSTRUMENTS L | $6,000 | +50.0% | 62 | -3.1% | 0.00% | 0.0% |
| TER | New | TERADYNE INC | $5,000 | – | 38 | +100.0% | 0.00% | – |
| IFF | Buy | INTERNATIONAL FLAVORS&FRAGRA | $6,000 | +500.0% | 38 | +280.0% | 0.00% | – |
| TEF | TELEFONICA S Asponsored adr | $5,000 | +25.0% | 1,133 | 0.0% | 0.00% | 0.0% | |
| TDOC | Buy | TELADOC HEALTH INC | $6,000 | +100.0% | 38 | +192.3% | 0.00% | +100.0% |
| FAX | New | ABERDEEN ASIA-PACIFIC INCOME | $5,000 | – | 1,170 | +100.0% | 0.00% | – |
| TTM | TATA MTRS LTDsponsored adr | $5,000 | +66.7% | 200 | 0.0% | 0.00% | +100.0% | |
| SUPN | Buy | SUPERNUS PHARMACEUTICALS INC | $5,000 | +25.0% | 163 | +2.5% | 0.00% | 0.0% |
| HII | Buy | HUNTINGTON INGALLS INDS INC | $6,000 | +50.0% | 28 | +3.7% | 0.00% | 0.0% |
| SYK | Buy | STRYKER CORPORATION | $6,000 | +20.0% | 24 | +9.1% | 0.00% | 0.0% |
| PCRX | PACIRA BIOSCIENCES INC | $4,000 | 0.0% | 66 | 0.0% | 0.00% | 0.0% | |
| SRCL | STERICYCLE INC | $4,000 | +33.3% | 58 | 0.0% | 0.00% | +100.0% | |
| NTUS | New | NATUS MED INC DEL | $5,000 | – | 191 | +100.0% | 0.00% | – |
| MBWM | Buy | MERCANTILE BK CORP | $5,000 | +25.0% | 167 | +1.8% | 0.00% | 0.0% |
| STWD | STARWOOD PPTY TR INC | $5,000 | +66.7% | 176 | 0.0% | 0.00% | +100.0% | |
| FIXX | HOMOLOGY MEDICINES INC | $4,000 | -33.3% | 500 | 0.0% | 0.00% | -33.3% | |
| LIT | GLOBAL X FDSlithium btry etf | $5,000 | +25.0% | 66 | 0.0% | 0.00% | 0.0% | |
| HEI | Buy | HEICO CORP NEW | $6,000 | +100.0% | 40 | +48.1% | 0.00% | +100.0% |
| AUDC | Buy | AUDIOCODES LTDord | $6,000 | +20.0% | 176 | +0.6% | 0.00% | 0.0% |
| NOBL | Buy | PROSHARES TRs&p 500 dv arist | $5,000 | +25.0% | 55 | +1.9% | 0.00% | 0.0% |
| SPOT | Buy | SPOTIFY TECHNOLOGY S A | $4,000 | 0.0% | 15 | +15.4% | 0.00% | 0.0% |
| AKUS | New | AKOUOS INC | $6,000 | – | 500 | +100.0% | 0.00% | – |
| STE | STERIS PLC | $4,000 | +33.3% | 18 | 0.0% | 0.00% | +100.0% | |
| MAS | MASCO CORP | $4,000 | 0.0% | 76 | 0.0% | 0.00% | 0.0% | |
| MKTX | Sell | MARKETAXESS HLDGS INC | $4,000 | -89.7% | 9 | -87.0% | 0.00% | -89.5% |
| ABEV | New | AMBEV SAsponsored adr | $6,000 | – | 1,800 | +100.0% | 0.00% | – |
| JCI | Sell | JOHNSON CTLS INTL PLC | $4,000 | +33.3% | 65 | -15.6% | 0.00% | +100.0% |
| NOVN | New | NOVAN INC | $5,000 | – | 475 | +100.0% | 0.00% | – |
| OGE | Sell | OGE ENERGY CORP | $4,000 | 0.0% | 107 | -17.7% | 0.00% | 0.0% |
| ICLR | Buy | ICON PLC | $5,000 | +25.0% | 24 | +20.0% | 0.00% | 0.0% |
| FERG | New | FERGUSON PLC NEW | $5,000 | – | 36 | +100.0% | 0.00% | – |
| ODFL | New | OLD DOMINION FREIGHT LINE IN | $4,000 | – | 15 | +100.0% | 0.00% | – |
| APH | Buy | AMPHENOL CORP NEWcl a | $4,000 | +33.3% | 58 | +100.0% | 0.00% | +100.0% |
| ONB | Sell | OLD NATL BANCORP IND | $6,000 | -53.8% | 349 | -54.6% | 0.00% | -66.7% |
| AON | AON PLC | $4,000 | +33.3% | 15 | 0.0% | 0.00% | +100.0% | |
| ANSS | Sell | ANSYS INC | $6,000 | -14.3% | 18 | -10.0% | 0.00% | -33.3% |
| MS | Sell | MORGAN STANLEY | $5,000 | -28.6% | 56 | -47.2% | 0.00% | -33.3% |
| LNC | LINCOLN NATL CORP IND | $5,000 | +66.7% | 73 | 0.0% | 0.00% | +100.0% | |
| OCX | New | ONCOCYTE CORP | $6,000 | – | 1,000 | +100.0% | 0.00% | – |
| AFL | Buy | AFLAC INC | $4,000 | -50.0% | 84 | +1.2% | 0.00% | -50.0% |
| XPEV | New | XPENG INCads | $4,000 | – | 100 | +100.0% | 0.00% | – |
| AVLR | Buy | AVALARA INC | $6,000 | +200.0% | 36 | +125.0% | 0.00% | +100.0% |
| RMD | RESMED INC | $6,000 | +20.0% | 25 | 0.0% | 0.00% | 0.0% | |
| XPER | Buy | XPERI HOLDING CORP | $4,000 | +33.3% | 159 | +0.6% | 0.00% | +100.0% |
| AVB | AVALONBAY CMNTYS INC | $4,000 | +33.3% | 18 | 0.0% | 0.00% | +100.0% | |
| BKR | BAKER HUGHES COMPANYcl a | $5,000 | +25.0% | 199 | 0.0% | 0.00% | 0.0% | |
| WIT | New | WIPRO LTDspon adr 1 sh | $4,000 | – | 463 | +100.0% | 0.00% | – |
| WRK | Sell | WESTROCK CO | $5,000 | 0.0% | 97 | -30.7% | 0.00% | 0.0% |
| BDTX | Buy | BLACK DIAMOND THERAPEUTICS I | $6,000 | -50.0% | 600 | +20.0% | 0.00% | -66.7% |
| BLNK | BLINK CHARGING CO | $4,000 | 0.0% | 92 | 0.0% | 0.00% | 0.0% | |
| WAB | Sell | WABTEC | $6,000 | +20.0% | 68 | -8.1% | 0.00% | 0.0% |
| EPAY | Buy | BOTTOMLINE TECH DEL INC | $6,000 | -14.3% | 167 | +6.4% | 0.00% | -33.3% |
| CME | CME GROUP INC | $4,000 | +33.3% | 17 | 0.0% | 0.00% | +100.0% | |
| CWT | CALIFORNIA WTR SVC GROUP | $6,000 | 0.0% | 117 | 0.0% | 0.00% | -33.3% | |
| COF | Buy | CAPITAL ONE FINL CORP | $6,000 | – | 38 | +375.0% | 0.00% | – |
| CASS | Buy | CASS INFORMATION SYS INC | $6,000 | +20.0% | 143 | +3.6% | 0.00% | 0.0% |
| CVCY | CENTRAL VY CMNTY BANCORP | $4,000 | +33.3% | 184 | 0.0% | 0.00% | +100.0% | |
| CHTR | Sell | CHARTER COMMUNICATIONS INC Ncl a | $5,000 | +25.0% | 7 | -12.5% | 0.00% | 0.0% |
| SBAC | Sell | SBA COMMUNICATIONS CORP NEWcl a | $5,000 | +25.0% | 14 | -6.7% | 0.00% | 0.0% |
| WIX | WIX COM LTD | $6,000 | +20.0% | 20 | 0.0% | 0.00% | 0.0% | |
| CC | CHEMOURS CO | $4,000 | +33.3% | 120 | 0.0% | 0.00% | +100.0% | |
| SPSC | Sell | SPS COMM INC | $5,000 | +25.0% | 46 | -2.1% | 0.00% | 0.0% |
| PINS | Buy | PINTEREST INCcl a | $4,000 | – | 55 | +450.0% | 0.00% | – |
| CIM | CHIMERA INVT CORP | $4,000 | +100.0% | 262 | 0.0% | 0.00% | +100.0% | |
| SNP | New | CHINA PETROLEUM & CHEMICAL C | $4,000 | – | 70 | +100.0% | 0.00% | – |
| LEA | Sell | LEAR CORP | $6,000 | -14.3% | 36 | -26.5% | 0.00% | -33.3% |
| VTEB | New | VANGUARD MUN BD FDStax exempt bd | $4,000 | – | 66 | +100.0% | 0.00% | – |
| VTWO | Buy | VANGUARD SCOTTSDALE FDSvng rus2000idx | $5,000 | +66.7% | 162 | +671.4% | 0.00% | +100.0% |
| CPUHU | New | COMPUTE HEALTH ACQUISITIN COunit 99/99/9999 | $4,000 | – | 400 | +100.0% | 0.00% | – |
| CWB | New | SPDR SER TRblmbrg brc cnvrt | $4,000 | – | 355 | +100.0% | 0.00% | – |
| PIPR | PIPER SANDLER COMPANIES | $4,000 | +100.0% | 31 | 0.0% | 0.00% | +100.0% | |
| LPL | Sell | LG DISPLAY CO LTDspons adr rep | $4,000 | -42.9% | 333 | -57.4% | 0.00% | -33.3% |
| CSGP | Buy | COSTAR GROUP INC | $5,000 | +66.7% | 60 | +1400.0% | 0.00% | +100.0% |
| RWR | New | SPDR SER TRdj reit etf | $5,000 | – | 51 | +100.0% | 0.00% | – |
| VSS | New | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $5,000 | – | 35 | +100.0% | 0.00% | – |
| DRI | DARDEN RESTAURANTS INC | $4,000 | +100.0% | 24 | 0.0% | 0.00% | +100.0% | |
| PLNT | Buy | PLANET FITNESS INCcl a | $5,000 | +150.0% | 70 | +75.0% | 0.00% | +100.0% |
| JLL | JONES LANG LASALLE INC | $4,000 | +33.3% | 21 | 0.0% | 0.00% | +100.0% | |
| DBRG | New | DIGITALBRIDGE GROUP INC | $5,000 | – | 664 | +100.0% | 0.00% | – |
| DMXF | New | ISHARES TResg eafe etf | $5,000 | – | 74 | +100.0% | 0.00% | – |
| ESML | New | ISHARES TResg aware msci | $6,000 | – | 147 | +100.0% | 0.00% | – |
| DLB | Buy | DOLBY LABORATORIES INC | $5,000 | +25.0% | 52 | +2.0% | 0.00% | 0.0% |
| ESGD | New | ISHARES TResg aw msci eafe | $6,000 | – | 73 | +100.0% | 0.00% | – |
| SUSB | New | ISHARES TResg awre 1 5 yr | $5,000 | – | 192 | +100.0% | 0.00% | – |
| FLTR | New | VANECK VECTORS ETF TRinvt grade fltg | $6,000 | – | 222 | +100.0% | 0.00% | – |
| MRNA | Sell | MODERNA INC | $5,000 | -79.2% | 22 | -86.1% | 0.00% | -83.3% |
| JNK | SPDR SER TRbloomberg brclys | $5,000 | +25.0% | 44 | 0.0% | 0.00% | 0.0% | |
| U | New | UNITY SOFTWARE INC | $5,000 | – | 43 | +100.0% | 0.00% | – |
| UNIT | Sell | UNITI GROUP INC | $4,000 | -87.1% | 340 | -86.5% | 0.00% | -86.7% |
| AOA | New | ISHARES TRaggres alloc etf | $6,000 | – | 88 | +100.0% | 0.00% | – |
| JXI | Buy | ISHARES TRglob utilits etf | $5,000 | 0.0% | 92 | +2.2% | 0.00% | 0.0% |
| IEI | ISHARES TR3 7 yr treas bd | $5,000 | +25.0% | 37 | 0.0% | 0.00% | 0.0% | |
| ACWX | New | ISHARES TRmsci acwi ex us | $5,000 | – | 91 | +100.0% | 0.00% | – |
| IJT | ISHARES TRs&p sml 600 gwt | $6,000 | +20.0% | 44 | 0.0% | 0.00% | 0.0% | |
| MFG | Buy | MIZUHO FINANCIAL GROUP INCsponsored adr | $4,000 | 0.0% | 1,527 | +1.3% | 0.00% | 0.0% |
| IWN | New | ISHARES TRrus 2000 val etf | $6,000 | – | 36 | +100.0% | 0.00% | – |
| EW | Buy | EDWARDS LIFESCIENCES CORP | $5,000 | +150.0% | 53 | +65.6% | 0.00% | +100.0% |
| EPAM | New | EPAM SYS INC | $4,000 | – | 7 | +100.0% | 0.00% | – |
| EWZ | ISHARES INCmsci brazil etf | $4,000 | +33.3% | 108 | 0.0% | 0.00% | +100.0% | |
| EQC | EQUITY COMWLTH | $5,000 | 0.0% | 187 | 0.0% | 0.00% | 0.0% | |
| ERIC | Sell | ERICSSONadr b sek 10 | $6,000 | -25.0% | 513 | -25.4% | 0.00% | -50.0% |
| TRV | Sell | TRAVELERS COMPANIES INC | $4,000 | +33.3% | 24 | -11.1% | 0.00% | +100.0% |
| NXTC | NEXTCURE INC | $2,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
| POOL | New | POOL CORP | $2,000 | – | 5 | +100.0% | 0.00% | – |
| MUFG | New | MITSUBISHI UFJ FINL GROUP INsponsored ads | $3,000 | – | 525 | +100.0% | 0.00% | – |
| MVIS | Sell | MICROVISION INC DEL | $2,000 | +100.0% | 127 | -32.1% | 0.00% | – |
| PGR | PROGRESSIVE CORP | $3,000 | +50.0% | 28 | 0.0% | 0.00% | 0.0% | |
| QTS | QTS RLTY TR INC | $3,000 | +50.0% | 34 | 0.0% | 0.00% | 0.0% | |
| QRVO | QORVO INC | $2,000 | +100.0% | 9 | 0.0% | 0.00% | – | |
| DGX | Sell | QUEST DIAGNOSTICS INC | $2,000 | -94.4% | 12 | -95.6% | 0.00% | -94.4% |
| RJF | RAYMOND JAMES FINL INC | $3,000 | +50.0% | 21 | 0.0% | 0.00% | 0.0% | |
| LAZR | Buy | LUMINAR TECHNOLOGIES INC | $2,000 | 0.0% | 75 | +1.4% | 0.00% | 0.0% |
| RGA | REINSURANCE GRP OF AMERICA I | $2,000 | 0.0% | 19 | 0.0% | 0.00% | 0.0% | |
| LLNW | LIMELIGHT NETWORKS INC | $2,000 | 0.0% | 500 | 0.0% | 0.00% | 0.0% | |
| SKM | New | SK TELECOM LTDsponsored adr | $2,000 | – | 77 | +100.0% | 0.00% | – |
| LII | New | LENNOX INTL INC | $2,000 | – | 5 | +100.0% | 0.00% | – |
| LPLA | New | LPL FINL HLDGS INC | $3,000 | – | 19 | +100.0% | 0.00% | – |
| GRUB | New | JUST EAT TAKEAWAY COM N Vsponsored ads | $2,000 | – | 103 | +100.0% | 0.00% | – |
| XES | SPDR SER TRoilgas equip | $2,000 | +100.0% | 27 | 0.0% | 0.00% | – | |
| IUSV | Sell | ISHARES TRcore s&p us vlu | $2,000 | 0.0% | 33 | -8.3% | 0.00% | 0.0% |
| IQV | IQVIA HLDGS INC | $2,000 | +100.0% | 9 | 0.0% | 0.00% | – | |
| IONS | IONIS PHARMACEUTICALS INC | $2,000 | 0.0% | 44 | 0.0% | 0.00% | 0.0% | |
| PZA | New | INVESCO EXCH TRADED FD TR IInatl amt muni | $3,000 | – | 125 | +100.0% | 0.00% | – |
| SEE | Buy | SEALED AIR CORP NEW | $3,000 | +200.0% | 47 | +51.6% | 0.00% | – |
| ISNS | Sell | IMAGE SENSING SYS INC | $2,000 | +100.0% | 281 | -24.9% | 0.00% | – |
| XLRE | Buy | SELECT SECTOR SPDR TRrl est sel sec | $3,000 | +50.0% | 66 | +1.5% | 0.00% | 0.0% |
| HWM | Buy | HOWMET AEROSPACE INC | $2,000 | +100.0% | 50 | +2.0% | 0.00% | – |
| HLI | New | HOULIHAN LOKEY INCcl a | $2,000 | – | 27 | +100.0% | 0.00% | – |
| SPG | New | SIMON PPTY GROUP INC NEW | $3,000 | – | 21 | +100.0% | 0.00% | – |
| JKHY | Buy | HENRY JACK & ASSOC INC | $2,000 | +100.0% | 15 | +66.7% | 0.00% | – |
| SITE | New | SITEONE LANDSCAPE SUPPLY INC | $2,000 | – | 13 | +100.0% | 0.00% | – |
| HEIA | HEICO CORP NEWcl a | $2,000 | 0.0% | 19 | 0.0% | 0.00% | 0.0% | |
| XOUT | Buy | GRANITESHARES ETF TRxout us lrg cp | $3,000 | – | 79 | +426.7% | 0.00% | – |
| GGG | GRACO INC | $3,000 | +50.0% | 43 | 0.0% | 0.00% | 0.0% | |
| GBT | GLOBAL BLOOD THERAPEUTICS IN | $3,000 | 0.0% | 80 | 0.0% | 0.00% | 0.0% | |
| SQ | Sell | SQUARE INCcl a | $2,000 | -81.8% | 10 | -81.1% | 0.00% | -80.0% |
| GME | GAMESTOP CORP NEWcl a | $2,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% | |
| STT | Sell | STATE STR CORP | $3,000 | 0.0% | 41 | -14.6% | 0.00% | 0.0% |
| GGN | Sell | GAMCO GLOBAL GOLD NAT RES & | $2,000 | -84.6% | 493 | -87.4% | 0.00% | -83.3% |
| GATX | GATX CORP | $2,000 | +100.0% | 18 | 0.0% | 0.00% | – | |
| SYNH | SYNEOS HEALTH INCcl a | $2,000 | +100.0% | 26 | 0.0% | 0.00% | – | |
| FBHS | FORTUNE BRANDS HOME & SEC IN | $3,000 | +50.0% | 27 | 0.0% | 0.00% | 0.0% | |
| FLR | FLUOR CORP NEW | $3,000 | +50.0% | 161 | 0.0% | 0.00% | 0.0% | |
| FEI | Buy | FIRST TR MLP & ENERGY INCOM | $3,000 | +50.0% | 436 | +3.6% | 0.00% | 0.0% |
| CIBR | FIRST TR EXCHANGE TRADED FDnasdaq cyb etf | $3,000 | -80.0% | 69 | 0.0% | 0.00% | -85.7% | |
| FREL | Sell | FIDELITY COVINGTON TRUSTmsci rl est etf | $2,000 | -93.8% | 54 | -95.6% | 0.00% | -93.8% |
| TRI | Buy | THOMSON REUTERS CORP. | $2,000 | +100.0% | 33 | +65.0% | 0.00% | – |
| THO | New | THOR INDS INC | $2,000 | – | 16 | +100.0% | 0.00% | – |
| EVOL | EVOLVING SYS INC | $2,000 | +100.0% | 933 | 0.0% | 0.00% | – | |
| EFX | Buy | EQUIFAX INC | $2,000 | – | 7 | +250.0% | 0.00% | – |
| ENTG | New | ENTEGRIS INC | $2,000 | – | 19 | +100.0% | 0.00% | – |
| EMN | EASTMAN CHEM CO | $2,000 | +100.0% | 16 | 0.0% | 0.00% | – | |
| DOV | DOVER CORP | $2,000 | +100.0% | 14 | 0.0% | 0.00% | – | |
| DLTR | New | DOLLAR TREE INC | $2,000 | – | 25 | +100.0% | 0.00% | – |
| VCEB | New | VANGUARD WORLD FDesg us corp bd | $2,000 | – | 23 | +100.0% | 0.00% | – |
| XRAY | New | DENTSPLY SIRONA INC | $2,000 | – | 33 | +100.0% | 0.00% | – |
| CTMX | CYTOMX THERAPEUTICS INC | $3,000 | 0.0% | 500 | 0.0% | 0.00% | 0.0% | |
| VPL | New | VANGUARD INTL EQUITY INDEX Fftse pacific etf | $2,000 | – | 21 | +100.0% | 0.00% | – |
| CPRT | New | COPART INC | $2,000 | – | 13 | +100.0% | 0.00% | – |
| COO | New | COOPER COS INC | $2,000 | – | 5 | +100.0% | 0.00% | – |
| CLR | CONTINENTAL RES INC | $2,000 | +100.0% | 59 | 0.0% | 0.00% | – | |
| CIG | Sell | CIA ENERGETICA DE MINAS GERAsp adr n-v pfd | $2,000 | -84.6% | 714 | -86.5% | 0.00% | -83.3% |
| CL | Sell | COLGATE PALMOLIVE CO | $3,000 | -75.0% | 34 | -77.8% | 0.00% | -83.3% |
| CTXS | CITRIX SYS INC | $3,000 | 0.0% | 26 | 0.0% | 0.00% | 0.0% | |
| XEC | CIMAREX ENERGY CO | $2,000 | +100.0% | 34 | 0.0% | 0.00% | – | |
| CHD | CHURCH & DWIGHT INC | $3,000 | +50.0% | 33 | 0.0% | 0.00% | 0.0% | |
| CRL | New | CHARLES RIV LABS INTL INC | $3,000 | – | 7 | +100.0% | 0.00% | – |
| CSX | Buy | CSX CORP | $3,000 | 0.0% | 109 | +202.8% | 0.00% | 0.0% |
| CRH | Buy | CRH PLCadr | $2,000 | – | 46 | +318.2% | 0.00% | – |
| CCMP | New | CMC MATERIALS INC | $3,000 | – | 20 | +100.0% | 0.00% | – |
| BFAM | New | BRIGHT HORIZONS FAM SOL IN D | $2,000 | – | 16 | +100.0% | 0.00% | – |
| BAK | New | BRASKEM S Asp adr pfd a | $2,000 | – | 97 | +100.0% | 0.00% | – |
| BLE | New | BLACKROCK MUNI INCOME TR II | $2,000 | – | 120 | +100.0% | 0.00% | – |
| WBT | WELBILT INC | $2,000 | +100.0% | 75 | 0.0% | 0.00% | – | |
| BKI | Sell | BLACK KNIGHT INC | $2,000 | -94.3% | 28 | -93.4% | 0.00% | -94.1% |
| BIO | Sell | BIO RAD LABS INCcl a | $3,000 | -93.0% | 4 | -94.6% | 0.00% | -95.2% |
| WRB | New | BERKLEY W R CORP | $2,000 | – | 22 | +100.0% | 0.00% | – |
| BSY | New | BENTLEY SYS INC | $2,000 | – | 24 | +100.0% | 0.00% | – |
| DTD | WISDOMTREE TRus total dividnd | $2,000 | +100.0% | 14 | 0.0% | 0.00% | – | |
| AVNW | New | AVIAT NETWORKS INC | $2,000 | – | 50 | +100.0% | 0.00% | – |
| WWD | WOODWARD INC | $2,000 | 0.0% | 19 | 0.0% | 0.00% | 0.0% | |
| XRX | XEROX HOLDINGS CORP | $2,000 | +100.0% | 74 | 0.0% | 0.00% | – | |
| ARW | ARROW ELECTRS INC | $2,000 | 0.0% | 21 | 0.0% | 0.00% | 0.0% | |
| ZBRA | New | ZEBRA TECHNOLOGIES CORPORATIcl a | $3,000 | – | 6 | +100.0% | 0.00% | – |
| ZM | Buy | ZOOM VIDEO COMMUNICATIONS INcl a | $3,000 | -87.5% | 66 | +3.1% | 0.00% | -91.7% |
| ANTM | New | ANTHEM INC | $2,000 | – | 4 | +100.0% | 0.00% | – |
| AMCR | Buy | AMCOR PLCord | $3,000 | 0.0% | 292 | +0.7% | 0.00% | 0.0% |
| ABC | AMERISOURCEBERGEN CORP | $2,000 | +100.0% | 13 | 0.0% | 0.00% | – | |
| COLD | AMERICOLD RLTY TR | $2,000 | 0.0% | 56 | 0.0% | 0.00% | 0.0% | |
| AMH | AMERICAN HOMES 4 RENTcl a | $2,000 | +100.0% | 53 | 0.0% | 0.00% | – | |
| IVZ | Sell | INVESCO LTD | $3,000 | +50.0% | 125 | -6.7% | 0.00% | 0.0% |
| AFG | AMERICAN FINL GROUP INC OHIO | $3,000 | +50.0% | 25 | 0.0% | 0.00% | 0.0% | |
| AEE | AMEREN CORP | $2,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% | |
| NE | New | NOBLE CORP NEW | $2,000 | – | 77 | +100.0% | 0.00% | – |
| NCLH | NORWEGIAN CRUISE LINE HLDG L | $3,000 | +50.0% | 100 | 0.0% | 0.00% | 0.0% | |
| RNR | Buy | RENAISSANCERE HLDGS LTD | $2,000 | +100.0% | 14 | +75.0% | 0.00% | – |
| ST | SENSATA TECHNOLOGIES HLDG PL | $2,000 | 0.0% | 42 | 0.0% | 0.00% | 0.0% | |
| STNE | Buy | STONECO LTD | $2,000 | +100.0% | 32 | +60.0% | 0.00% | – |
| ACH | New | ALUMINUM CORP CHINA LIMITED | $3,000 | – | 235 | +100.0% | 0.00% | – |
| ALLY | ALLY FINL INC | $2,000 | +100.0% | 31 | 0.0% | 0.00% | – | |
| AL | Sell | AIR LEASE CORPcl a | $2,000 | -33.3% | 51 | -7.3% | 0.00% | 0.0% |
| AVAV | New | AEROVIRONMENT INC | $3,000 | – | 25 | +100.0% | 0.00% | – |
| UBS | Buy | UBS GROUP AG | $3,000 | +50.0% | 203 | +0.5% | 0.00% | 0.0% |
| ZIM | New | ZIM INTEGRATED SHIPPING SERV | $3,000 | – | 71 | +100.0% | 0.00% | – |
| ESTC | Buy | ELASTIC N V | $3,000 | +200.0% | 21 | +90.9% | 0.00% | – |
| LYB | LYONDELLBASELL INDUSTRIES N | $3,000 | +50.0% | 33 | 0.0% | 0.00% | 0.0% | |
| IX | Buy | ORIX CORPsponsored adr | $2,000 | +100.0% | 19 | +26.7% | 0.00% | – |
| PNC | Sell | PNC FINL SVCS GROUP INC | $3,000 | -93.3% | 18 | -94.2% | 0.00% | -95.5% |
| NVG | Buy | NUVEEN AMT FREE MUN CR INC F | $2,000 | +100.0% | 118 | +1.7% | 0.00% | – |
| PKG | PACKAGING CORP AMER | $2,000 | +100.0% | 12 | 0.0% | 0.00% | – | |
| PH | PARKER-HANNIFIN CORP | $3,000 | +50.0% | 11 | 0.0% | 0.00% | 0.0% | |
| NDSN | New | NORDSON CORP | $2,000 | – | 8 | +100.0% | 0.00% | – |
| VALE | Buy | VALE S Asponsored ads | $1,000 | – | 32 | +3.2% | 0.00% | – |
| E | ENI S P Asponsored adr | $1,000 | – | 28 | 0.0% | 0.00% | – | |
| MTCH | Exit | MATCH GROUP INC NEW COM | $0 | – | -4 | -100.0% | 0.00% | – |
| SJNK | SPDR SER TRbloomberg srt tr | $1,000 | 0.0% | 41 | 0.0% | 0.00% | – | |
| DCT | New | DUCK CREEK TECHNOLOGIES INC | $1,000 | – | 21 | +100.0% | 0.00% | – |
| DS | Buy | DRIVE SHACK INC | $1,000 | – | 325 | +0.3% | 0.00% | – |
| COG | Exit | CABOT OIL GAS CORP | $0 | – | -25 | -100.0% | 0.00% | – |
| BSX | Exit | BOSTON SCIENTIFIC CORP | $0 | – | -11 | -100.0% | 0.00% | – |
| HXL | HEXCEL CORP NEW | $1,000 | – | 16 | 0.0% | 0.00% | – | |
| SJM | SMUCKER J M CO | $0 | – | 3 | 0.0% | 0.00% | – | |
| HAS | HASBRO INC | $1,000 | 0.0% | 14 | 0.0% | 0.00% | – | |
| MTG | Exit | MGIC INVESTMENT CORP COM | $0 | – | -19 | -100.0% | 0.00% | – |
| GDRX | New | GOODRX HLDGS INC | $0 | – | 13 | +100.0% | 0.00% | – |
| HFC | HOLLYFRONTIER CORP | $1,000 | 0.0% | 36 | 0.0% | 0.00% | – | |
| MCK | Exit | MCKESSON CORP | $0 | – | -2 | -100.0% | 0.00% | – |
| GSAT | GLOBALSTAR INC | $0 | – | 113 | 0.0% | 0.00% | – | |
| SHY | Exit | ISHARES TRUST - YEAR TREASURY BOND ETF1 3 yr treas bd | $0 | – | -10 | -100.0% | 0.00% | – |
| SAVE | SPIRIT AIRLS INC | $1,000 | – | 20 | 0.0% | 0.00% | – | |
| GTX | New | GARRETT MOTION INC | $0 | – | 14 | +100.0% | 0.00% | – |
| GCI | Buy | GANNETT CO INC | $1,000 | – | 133 | +0.8% | 0.00% | – |
| XPO | Exit | XPO LOGISTICS INC COM | $0 | – | -2 | -100.0% | 0.00% | – |
| HMC | Sell | HONDA MOTOR LTD | $1,000 | -90.0% | 21 | -94.8% | 0.00% | -100.0% |
| AMC | Exit | AMC ENTERTAINMENT HOLDINGS INC | $0 | – | -15 | -100.0% | 0.00% | – |
| HSON | New | HUDSON GLOBAL INC | $0 | – | 1 | +100.0% | 0.00% | – |
| GRX | New | GABELLI HLTHCARE & WELLNESS | $0 | – | 25 | +100.0% | 0.00% | – |
| JBHT | Sell | HUNT J B TRANS SVCS INC | $1,000 | 0.0% | 7 | -30.0% | 0.00% | – |
| SMFG | Sell | SUMITOMO MITSUI FINL GROUP Isponsored adr | $1,000 | 0.0% | 113 | -35.8% | 0.00% | – |
| IPGP | IPG PHOTONICS CORP | $1,000 | 0.0% | 5 | 0.0% | 0.00% | – | |
| FUBO | Buy | FUBOTV INC | $1,000 | – | 30 | +200.0% | 0.00% | – |
| FCX | New | FREEPORT-MCMORAN INCcl b | $1,000 | – | 26 | +100.0% | 0.00% | – |
| HYS | Exit | PIMCO - YEAR HIGH YIELD CORPORATE BOND INDEX ETF0-5 high yield | $0 | – | -11 | -100.0% | 0.00% | – |
| SVVC | FIRSTHAND TECHNOLOGY VALUE F | $0 | – | 10 | 0.0% | 0.00% | – | |
| TAK | TAKEDA PHARMACEUTICAL CO LTDsponsored ads | $0 | – | 19 | 0.0% | 0.00% | – | |
| IPG | Exit | INTERPUBLIC GROUP COS INC COM | $0 | – | -30 | -100.0% | 0.00% | – |
| ILMN | Sell | ILLUMINA INC | $1,000 | -50.0% | 2 | -60.0% | 0.00% | -100.0% |
| ING | New | ING GROEP N.V.sponsored adr | $1,000 | – | 64 | +100.0% | 0.00% | – |
| TDY | New | TELEDYNE TECHNOLOGIES INC | $1,000 | – | 2 | +100.0% | 0.00% | – |
| IBKR | New | INTERACTIVE BROKERS GROUP IN | $1,000 | – | 20 | +100.0% | 0.00% | – |
| FSLR | FIRST SOLAR INC | $1,000 | 0.0% | 15 | 0.0% | 0.00% | – | |
| IVR | New | INVESCO MORTGAGE CAPITAL INC | $0 | – | 2 | +100.0% | 0.00% | – |
| SBCF | New | SEACOAST BKG CORP FLA | $0 | – | 202 | +100.0% | 0.00% | – |
| XLG | New | INVESCO EXCHANGE TRADED FD Ts&p 500 top 50 | $1,000 | – | 3 | +100.0% | 0.00% | – |
| TEVA | TEVA PHARMACEUTICAL INDS LTDsponsored ads | $0 | – | 50 | 0.0% | 0.00% | – | |
| TTEK | Sell | TETRA TECH INC NEW | $1,000 | -88.9% | 10 | -86.3% | 0.00% | -100.0% |
| JOBS | New | 51JOB INCsponsored ads | $0 | – | 4 | +100.0% | 0.00% | – |
| FSLY | Buy | FASTLY INCcl a | $1,000 | – | 14 | +180.0% | 0.00% | – |
| SCHO | New | SCHWAB STRATEGIC TRsht tm us tres | $0 | – | 1 | +100.0% | 0.00% | – |
| EXC | Exit | EXELON CORP COM | $0 | – | -16 | -100.0% | 0.00% | – |
| RBC | Exit | REGAL BELOIT CORP COM STK | $0 | – | -5 | -100.0% | 0.00% | – |
| EXPO | New | EXPONENT INC | $1,000 | – | 9 | +100.0% | 0.00% | – |
| TVTY | New | TIVITY HEALTH INC | $0 | – | 2 | +100.0% | 0.00% | – |
| TTC | New | TORO CO | $0 | – | 2 | +100.0% | 0.00% | – |
| TTE | Sell | TOTALENERGIES SEsponsored ads | $1,000 | 0.0% | 21 | -34.4% | 0.00% | – |
| SCHE | SCHWAB STRATEGIC TRemrg mkteq etf | $0 | – | 2 | 0.0% | 0.00% | – | |
| IQ | IQIYI INCsponsored ads | $1,000 | 0.0% | 48 | 0.0% | 0.00% | – | |
| PVH | Exit | PVH CORPORATION COM | $0 | – | -8 | -100.0% | 0.00% | – |
| SCHX | New | SCHWAB STRATEGIC TRus lrg cap etf | $1,000 | – | 11 | +100.0% | 0.00% | – |
| IRM | IRON MTN INC NEW | $1,000 | – | 28 | 0.0% | 0.00% | – | |
| KKR | Exit | KKR CO INC COM | $0 | – | -5 | -100.0% | 0.00% | – |
| EWC | New | ISHARES INCmsci cda etf | $1,000 | – | 33 | +100.0% | 0.00% | – |
| TRU | Exit | TRANSUNION COM | $0 | – | -2 | -100.0% | 0.00% | – |
| ET | Sell | ENERGY TRANSFER L P | $1,000 | 0.0% | 102 | -44.6% | 0.00% | – |
| EFOI | New | ENERGY FOCUS INC | $1,000 | – | 175 | +100.0% | 0.00% | – |
| ESRT | EMPIRE ST RLTY TR INCcl a | $0 | – | 11 | 0.0% | 0.00% | – | |
| ELAN | New | ELANCO ANIMAL HEALTH INC | $1,000 | – | 36 | +100.0% | 0.00% | – |
| IGV | New | ISHARES TRexpanded tech | $0 | – | 18 | +100.0% | 0.00% | – |
| EIM | Buy | EATON VANCE MUN BD FD | $1,000 | – | 58 | +3.6% | 0.00% | – |
| USM | UNITED STATES CELLULAR CORP | $1,000 | – | 27 | 0.0% | 0.00% | – | |
| UNG | UNITED STS NAT GAS FD LPunit par | $0 | – | 12 | 0.0% | 0.00% | – | |
| PHI | Exit | PLDT INC ADR ORDsponsored adr | $0 | – | -55 | -100.0% | 0.00% | – |
| ICVT | New | ISHARES TRconv bd etf | $1,000 | – | 77 | +100.0% | 0.00% | – |
| UNM | New | UNUM GROUP | $0 | – | 1 | +100.0% | 0.00% | – |
| VFC | Sell | V F CORP | $1,000 | – | 9 | -25.0% | 0.00% | – |
| WPP | Exit | WPP PLC AMERICAN DEPOSITARY ORDadr | $0 | – | -30 | -100.0% | 0.00% | – |
| EVRG | Exit | EVERGY INC COM | $0 | – | -7 | -100.0% | 0.00% | – |
| IAGG | New | ISHARES TRcore intl aggr | $0 | – | 1 | +100.0% | 0.00% | – |
| QQQE | New | DIREXION SHS ETF TRnas100 eql wgt | $0 | – | 4 | +100.0% | 0.00% | – |
| J | JACOBS ENGR GROUP INC | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
| DDOG | DATADOG INC | $1,000 | – | 5 | 0.0% | 0.00% | – | |
| SPTI | New | SPDR SER TRportfli intrmdit | $1,000 | – | 31 | +100.0% | 0.00% | – |
| HYLB | Buy | DBX ETF TRxtrack usd high | $1,000 | 0.0% | 27 | +22.7% | 0.00% | – |
| SPAB | New | SPDR SER TRportfolio agrgte | $1,000 | – | 34 | +100.0% | 0.00% | – |
| CREE | CREE INC | $1,000 | 0.0% | 11 | 0.0% | 0.00% | – | |
| CS | Sell | CREDIT SUISSE GROUPsponsored adr | $1,000 | 0.0% | 80 | -26.6% | 0.00% | – |
| CPNG | New | COUPANG INCcl a | $0 | – | 10 | +100.0% | 0.00% | – |
| ORI | Exit | OLD REPUBLIC INTERNATIONAL CORP | $0 | – | -2 | -100.0% | 0.00% | – |
| BWX | New | SPDR SER TRblomberg intl tr | $1,000 | – | 24 | +100.0% | 0.00% | – |
| HES | Exit | HESS CORPORATION COM | $0 | – | -11 | -100.0% | 0.00% | – |
| CNDT | CONDUENT INC | $0 | – | 20 | 0.0% | 0.00% | – | |
| LODE | New | COMSTOCK MNG INC | $0 | – | 100 | +100.0% | 0.00% | – |
| SPBO | New | SPDR SER TRportfolio crport | $1,000 | – | 18 | +100.0% | 0.00% | – |
| SID | Sell | COMPANHIA SIDERURGICA NACIONsponsored adr | $1,000 | -50.0% | 144 | -70.2% | 0.00% | -100.0% |
| LW | LAMB WESTON HLDGS INC | $1,000 | – | 12 | 0.0% | 0.00% | – | |
| USFD | Exit | US FOODS HLDG CORP COM | $0 | – | -12 | -100.0% | 0.00% | – |
| WCN | Exit | WASTE CONNECTIONS INC CA COM | $0 | – | -2 | -100.0% | 0.00% | – |
| CCIV | Sell | CHURCHILL CAPITAL CORP IVcl a | $0 | – | 15 | -50.0% | 0.00% | – |
| SEDG | Exit | SOLAREDGE TECHNOLOGIES INC | $0 | – | -3 | -100.0% | 0.00% | – |
| LSCC | LATTICE SEMICONDUCTOR CORP | $1,000 | 0.0% | 26 | 0.0% | 0.00% | – | |
| LC | LENDINGCLUB CORP | $0 | – | 3 | 0.0% | 0.00% | – | |
| VOE | New | VANGUARD INDEX FDSmcap vl idxvip | $1,000 | – | 6 | +100.0% | 0.00% | – |
| LBRDA | New | LIBERTY BROADBAND CORP | $0 | – | 2 | +100.0% | 0.00% | – |
| CHE | New | CHEMED CORP NEW | $1,000 | – | 2 | +100.0% | 0.00% | – |
| LBRDK | LIBERTY BROADBAND CORP | $1,000 | – | 5 | 0.0% | 0.00% | – | |
| RYAAY | RYANAIR HOLDINGS PLCsponsored ads | $1,000 | – | 7 | 0.0% | 0.00% | – | |
| RGT | ROYCE GLOBAL VALUE TR INC | $0 | – | 14 | 0.0% | 0.00% | – | |
| KMX | CARMAX INC | $1,000 | 0.0% | 11 | 0.0% | 0.00% | – | |
| LSXMA | LIBERTY MEDIA CORP DEL | $0 | – | 10 | 0.0% | 0.00% | – | |
| CWH | New | CAMPING WORLD HLDGS INCcl a | $0 | – | 2 | +100.0% | 0.00% | – |
| RDSA | ROYAL DUTCH SHELL PLCspons adr a | $1,000 | – | 20 | 0.0% | 0.00% | – | |
| CSQ | New | CALAMOS STRATEGIC TOTAL RETU | $0 | – | 7 | +100.0% | 0.00% | – |
| ABB | Sell | ABB LTDsponsored adr | $1,000 | -83.3% | 27 | -88.8% | 0.00% | -100.0% |
| CSGS | Buy | CSG SYS INTL INC | $1,000 | – | 23 | +4.5% | 0.00% | – |
| RDSB | ROYAL DUTCH SHELL PLCspon adr b | $0 | – | 10 | 0.0% | 0.00% | – | |
| TPR | Exit | TAPESTRY INC COM | $0 | – | -14 | -100.0% | 0.00% | – |
| BFB | BROWN FORMAN CORPcl b | $1,000 | 0.0% | 17 | 0.0% | 0.00% | – | |
| BHF | BRIGHTHOUSE FINL INC | $1,000 | – | 11 | 0.0% | 0.00% | – | |
| GRFS | Exit | GRIFOLS S A SP ADR REP B NVTsp adr rep b nvt | $0 | – | -12 | -100.0% | 0.00% | – |
| LSXMK | LIBERTY MEDIA CORP DEL | $1,000 | – | 20 | 0.0% | 0.00% | – | |
| APRN | BLUE APRON HLDGS INCcl a new | $0 | – | 73 | 0.0% | 0.00% | – | |
| BATRA | New | LIBERTY MEDIA CORP DEL | $0 | – | 1 | +100.0% | 0.00% | – |
| ROL | New | ROLLINS INC | $1,000 | – | 26 | +100.0% | 0.00% | – |
| BTZ | New | BLACKROCK CR ALLOCATION INCO | $1,000 | – | 8 | +100.0% | 0.00% | – |
| ICPT | Exit | INTERCEPT PHARMACEUTICALS INC | $0 | – | -4 | -100.0% | 0.00% | – |
| VST | Exit | VISTRA CORP COM | $0 | – | -16 | -100.0% | 0.00% | – |
| BL | New | BLACKLINE INC | $1,000 | – | 8 | +100.0% | 0.00% | – |
| RSVA | New | RODGERS SILICON VALLEY AQ CO | $1,000 | – | 24 | +100.0% | 0.00% | – |
| RBLX | New | ROBLOX CORPcl a | $1,000 | – | 6 | +100.0% | 0.00% | – |
| BHP | Sell | BHP GROUP LTDsponsored ads | $1,000 | 0.0% | 12 | -25.0% | 0.00% | – |
| WHR | Sell | WHIRLPOOL CORP | $1,000 | 0.0% | 6 | -25.0% | 0.00% | – |
| FWONK | LIBERTY MEDIA CORP DEL | $0 | – | 5 | 0.0% | 0.00% | – | |
| CZR | Exit | CAESARS ENTERTAINMENT INC NEW COM | $0 | – | -3 | -100.0% | 0.00% | – |
| MPV | Buy | BARINGS PARTN INVSsh ben int | $1,000 | – | 74 | +1.4% | 0.00% | – |
| BCS | Sell | BARCLAYS PLCadr | $1,000 | – | 59 | -50.4% | 0.00% | – |
| BLL | BALL CORP | $1,000 | 0.0% | 14 | 0.0% | 0.00% | – | |
| FWONA | LIBERTY MEDIA CORP DEL | $0 | – | 2 | 0.0% | 0.00% | – | |
| BBL | BHP GROUP PLCsponsored adr | $0 | – | 8 | 0.0% | 0.00% | – | |
| OC | Exit | OWENS CORNING COM | $0 | – | -8 | -100.0% | 0.00% | – |
| BATRK | LIBERTY MEDIA CORP DEL | $0 | – | 2 | 0.0% | 0.00% | – | |
| REZI | RESIDEO TECHNOLOGIES INC | $1,000 | – | 23 | 0.0% | 0.00% | – | |
| LGND | LIGAND PHARMACEUTICALS INC | $1,000 | 0.0% | 7 | 0.0% | 0.00% | – | |
| AZPN | New | ASPEN TECHNOLOGY INC | $1,000 | – | 9 | +100.0% | 0.00% | – |
| IPO | New | RENAISSANCE CAP GREENWICH FDipo etf | $0 | – | 16 | +100.0% | 0.00% | – |
| ARNC | New | ARCONIC CORPORATION | $0 | – | 12 | +100.0% | 0.00% | – |
| ZEN | ZENDESK INC | $1,000 | – | 5 | 0.0% | 0.00% | – | |
| New | APPLIED DNA SCIENCES INC | $0 | – | 1 | +100.0% | 0.00% | – | |
| ILF | Exit | ISHARES S P LATIN AMERICA INDEX FUNDlatn amer 40 etf | $0 | – | -2 | -100.0% | 0.00% | – |
| O | New | REALTY INCOME CORP | $0 | – | 313 | +100.0% | 0.00% | – |
| CTSH | Exit | COGNIZANT TECHNOLOGY SOLUTIONS CORP COM CL Acl a | $0 | – | -8 | -100.0% | 0.00% | – |
| LYFT | Sell | LYFT INC | $1,000 | 0.0% | 20 | -33.3% | 0.00% | – |
| MGF | New | MFS GOVT MKTS INCOME TRsh ben int | $1,000 | – | 5 | +100.0% | 0.00% | – |
| STX | Exit | SEAGATE TECHNOLOGY PLC COM | $0 | – | -15 | -100.0% | 0.00% | – |
| QS | Sell | QUANTUMSCAPE CORP | $0 | -100.0% | 10 | -60.0% | 0.00% | – |
| MGM | Sell | MGM RESORTS INTERNATIONAL | $1,000 | 0.0% | 25 | -37.5% | 0.00% | – |
| OMC | OMNICOM GROUP INC | $1,000 | – | 15 | 0.0% | 0.00% | – | |
| MOS | New | MOSAIC CO NEW | $0 | – | 2 | +100.0% | 0.00% | – |
| PPT | New | PUTNAM PREMIER INCOME TRsh ben int | $1,000 | – | 5 | +100.0% | 0.00% | – |
| PHK | New | PIMCO HIGH INCOME FD | $1,000 | – | 6 | +100.0% | 0.00% | – |
| OXYWS | OCCIDENTAL PETE CORP*w exp 08/03/202 | $0 | – | 15 | 0.0% | 0.00% | – | |
| MP | New | MP MATERIALS CORP | $1,000 | – | 26 | +100.0% | 0.00% | – |
| NWSA | NEWS CORP NEWcl a | $1,000 | 0.0% | 52 | 0.0% | 0.00% | – | |
| ORA | Sell | ORMAT TECHNOLOGIES INC | $1,000 | 0.0% | 9 | -35.7% | 0.00% | – |
| OXY | Buy | OCCIDENTAL PETE CORP | $0 | – | 3 | +50.0% | 0.00% | – |
| STX | New | SEAGATE TECHNOLOGY HLDNGS PL | $1,000 | – | 15 | +100.0% | 0.00% | – |
| IPOD | SOCIAL CAPITAL HEDOSOPHA HLD | $0 | – | 30 | 0.0% | 0.00% | – | |
| PUK | New | PRUDENTIAL PLCadr | $0 | – | 4 | +100.0% | 0.00% | – |
| PAYC | New | PAYCOM SOFTWARE INC | $1,000 | – | 2 | +100.0% | 0.00% | – |
| NRG | NRG ENERGY INC | $1,000 | – | 22 | 0.0% | 0.00% | – | |
| TPGY | New | TPG PACE BEN FIN CORP | $0 | – | 25 | +100.0% | 0.00% | – |
| NMR | New | NOMURA HLDGS INCsponsored adr | $0 | – | 46 | +100.0% | 0.00% | – |
| ALXN | Sell | ALEXION PHARMACEUTICALS INC | $1,000 | -96.2% | 8 | -95.2% | 0.00% | -100.0% |
| NOV | NOV INC | $0 | – | 31 | 0.0% | 0.00% | – | |
| NGD | New | NEW GOLD INC CDA | $0 | – | 100 | +100.0% | 0.00% | – |
| ASIX | New | ADVANSIX INC | $0 | – | 3 | +100.0% | 0.00% | – |
| NOK | Sell | NOKIA CORPsponsored adr | $0 | -100.0% | 76 | -99.1% | 0.00% | -100.0% |
| ARVL | New | ARRIVAL GROUP | $1,000 | – | 70 | +100.0% | 0.00% | – |
| MUX | New | MCEWEN MNG INC | $0 | – | 100 | +100.0% | 0.00% | – |
| CSTE | Sell | CAESARSTONE LTD | $1,000 | 0.0% | 57 | -26.9% | 0.00% | – |
| ACTG | New | ACACIA RESH CORP | $1,000 | – | 100 | +100.0% | 0.00% | – |
| MU | New | MICRON TECHNOLOGY INC | $1,000 | – | 17 | +100.0% | 0.00% | – |
| MLHR | New | MILLER HERMAN INC | $0 | – | 7 | +100.0% | 0.00% | – |
| APTS | Buy | PREFERRED APT CMNTYS INC | $1,000 | – | 85 | +2.4% | 0.00% | – |
| PIPP | PINE IS ACQUISITION CORPcl a | $0 | – | 30 | 0.0% | 0.00% | – | |
| NYT | New | NEW YORK TIMES COcl a | $1,000 | – | 34 | +100.0% | 0.00% | – |
| ARKX | New | ARK ETF TRark space expl | $0 | – | 4 | +100.0% | 0.00% | – |
| NKLA | New | NIKOLA CORP | $0 | – | 10 | +100.0% | 0.00% | – |
| AMCX | AMC NETWORKS INCcl a | $1,000 | – | 11 | 0.0% | 0.00% | – | |
| NEU | Sell | NEWMARKET CORP | $1,000 | -90.9% | 4 | -85.7% | 0.00% | -100.0% |
| AES | New | AES CORP | $1,000 | – | 29 | +100.0% | 0.00% | – |
| CORP | New | PIMCO ETF TRinv grd crp bd | $0 | – | 2 | +100.0% | 0.00% | – |
| EXPE | Exit | EXPEDIA GROUP INC | $0 | – | -4 | -100.0% | 0.00% | – |
| DKS | Exit | DICK S SPORTING GOODS INC | $0 | – | -5 | -100.0% | 0.00% | – |
| CNC | Exit | CENTENE CORP | $0 | – | -13 | -100.0% | 0.00% | – |
| BWA | Exit | BORG WARNER INC COM | $0 | – | -8 | -100.0% | 0.00% | – |
| OSK | Exit | OSHKOSH CORP | $0 | – | -5 | -100.0% | 0.00% | – |
| PDD | Exit | PINDUODUO INC SPON ADS ORDsponsored ads | $0 | – | -2 | -100.0% | 0.00% | – |
| ETR | Exit | ENTERGY CORP | $0 | – | -2 | -100.0% | 0.00% | – |
| DOX | Exit | AMDOCS LTD | $0 | – | -5 | -100.0% | 0.00% | – |
| AMG | Exit | AFFILIATED MANAGERS GROUP INC COM | $0 | – | -4 | -100.0% | 0.00% | – |
| BBVA | Exit | BANCO BILBAO VIZCAYA ARGENTARIA ADRsponsored adr | $0 | – | -3 | -100.0% | 0.00% | – |
| CLNY | Exit | COLONY CAP INC NEW CL A COM | $0 | – | -663 | -100.0% | -0.00% | – |
| VTEB | Exit | VANGUARD MUN BD FDS TAX EXEMPT BDtax exempt bd | $0 | – | -65 | -100.0% | -0.00% | – |
| FINV | Exit | FINVOLUTION GROUP SPON ADS ORD CLASS Asponsored ads | $0 | – | -543 | -100.0% | -0.00% | – |
| RDN | Exit | RADIAN GROUP INC COM | $0 | – | -170 | -100.0% | -0.00% | – |
| VIV | Exit | TELEFONICA BRASIL SA SPON ADS EA REPR ORDnew adr | $0 | – | -415 | -100.0% | -0.00% | – |
| VRSK | Exit | VERISK ANALYTICS INC COM | $0 | – | -13 | -100.0% | -0.00% | – |
| GBX | Exit | GREENBRIER COMPANIES INC | $0 | – | -104 | -100.0% | -0.00% | – |
| RP | Exit | REALPAGE INC | $0 | – | -28 | -100.0% | -0.00% | – |
| GWRE | Exit | GUIDEWIRE SOFTWARE INC COM | $0 | – | -20 | -100.0% | -0.00% | – |
| TSEM | Exit | TOWER SEMICONDUCTOR LTD ORD ILS | $0 | – | -69 | -100.0% | -0.00% | – |
| IDXX | Exit | IDEXX LABORATORIES INC COM | $0 | – | -6 | -100.0% | -0.00% | – |
| JAGG | Exit | J P MORGAN EXCHANGE-TRADED FD US AGGREGATEus aggregate | $0 | – | -112 | -100.0% | -0.00% | – |
| ENV | Exit | ENVESTNET INC COM | $0 | – | -32 | -100.0% | -0.00% | – |
| TTWO | Exit | TAKE-TWO INTERACTIVE SOFTWARE INC | $0 | – | -17 | -100.0% | -0.00% | – |
| TYL | Exit | TYLER TECHNOLOGIES INC | $0 | – | -6 | -100.0% | -0.00% | – |
| MMP | Exit | MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP | $0 | – | -129 | -100.0% | -0.00% | – |
| ACB | Exit | AURORA CANNABIS INC COM POST REV SPLIT | $0 | – | -452 | -100.0% | -0.00% | – |
| WU | Exit | WESTERN UNION CO | $0 | – | -249 | -100.0% | -0.00% | – |
| HEFA | Exit | ISHARES TRUST CURRENCY HEDGED MSCI EAFE ETFhdg msci eafe | $0 | – | -175 | -100.0% | -0.00% | – |
| SPTL | Exit | SPDR PORTFOLIO LONG TERM TREASURY ETFportfolio ln tsr | $0 | – | -125 | -100.0% | -0.00% | – |
| LFUS | Exit | LITTELFUSE INC | $0 | – | -21 | -100.0% | -0.00% | – |
| QGEN | Exit | QIAGEN NV NEW | $0 | – | -93 | -100.0% | -0.00% | – |
| HIO | Exit | WESTERN ASSET HIGH INCOME OPPO COM | $0 | – | -951 | -100.0% | -0.00% | – |
| TAP | Exit | MOLSON COORS BEVERAGE CO CL Bcl b | $0 | – | -117 | -100.0% | -0.00% | – |
| PRSP | Exit | PERSPECTA INC COM | $0 | – | -235 | -100.0% | -0.00% | – |
| PXD | Exit | PIONEER NATURAL RESOURCES CO COM | $0 | – | -52 | -100.0% | -0.00% | – |
| CP | Exit | CANADIAN PACIFIC RAILWAY COMPANY COM | $0 | – | -19 | -100.0% | -0.00% | – |
| SYKE | Exit | SYKES ENTERPRISES INC | $0 | – | -206 | -100.0% | -0.00% | – |
| SMP | Exit | STANDARD MOTOR PRODUCTS INC | $0 | – | -203 | -100.0% | -0.00% | – |
| MT | Exit | ARCELORMITTAL NY REGISTRY NEWPOST REV SPLITny registry sh | $0 | – | -355 | -100.0% | -0.00% | – |
| MRVL | Exit | MARVELL TECH GROUP COMord | $0 | – | -162 | -100.0% | -0.00% | – |
| UMC | Exit | UNITED MICR ELCTRNS ADR REP ORDspon adr new | $0 | – | -902 | -100.0% | -0.00% | – |
| SHOP | Exit | SHOPIFY INC COM CL Acl a | $0 | – | -10 | -100.0% | -0.01% | – |
| FFHG | Exit | NORTHERN LTS FD TR IV FORMULA FOLIOSformula folios | $0 | – | -341 | -100.0% | -0.01% | – |
| KODK | Exit | EASTMAN KODAK CO COM NEW | $0 | – | -1,157 | -100.0% | -0.01% | – |
| INFY | Exit | INFOSYS LTD SPON ADR ORDsponsored adr | $0 | – | -627 | -100.0% | -0.01% | – |
| PGP | Exit | PIMCO GLOBAL STOCKSPLUS INCOME FUND | $0 | – | -1,269 | -100.0% | -0.01% | – |
| GNMK | Exit | GENMARK DIAGNOSTICS INC | $0 | – | -1,000 | -100.0% | -0.01% | – |
| CCJ | Exit | CAMECO CORP COM | $0 | – | -1,012 | -100.0% | -0.01% | – |
| UAA | Exit | UNDER ARMOUR INC COM STK CLASS Acl a | $0 | – | -1,000 | -100.0% | -0.01% | – |
| XEL | Exit | XCEL ENERGY INC COM | $0 | – | -269 | -100.0% | -0.01% | – |
| PSCF | Exit | INVESCO EXCH TRADED FD TR II SP SMLCP FINLs&p smlcp finl | $0 | – | -348 | -100.0% | -0.01% | – |
| LAC | Exit | LITHIUM AMERICAS CORP COM | $0 | – | -1,000 | -100.0% | -0.01% | – |
| HIMX | Exit | HIMAX TECHNOLOGIES ADR REP ORDsponsored adr | $0 | – | -1,915 | -100.0% | -0.01% | – |
| Exit | LIGHTSPEED POS INC SUBORDINATE VOTING SHARES | $0 | – | -300 | -100.0% | -0.01% | – | |
| ALTL | Exit | PACER FDS TR LUNT LRG CP ALTRlunt lrg cp altr | $0 | – | -678 | -100.0% | -0.01% | – |
| NICE | Exit | NICE LTD ADR-EACH CNV INTO ORD ILSsponsored adr | $0 | – | -100 | -100.0% | -0.01% | – |
| BAH | Exit | BOOZ ALLEN HAMILTON HLDG CORP CL Acl a | $0 | – | -371 | -100.0% | -0.02% | – |
| FTNT | Exit | FORTINET INC COM | $0 | – | -217 | -100.0% | -0.02% | – |
| CCK | Exit | CROWN HLDGS INC COM | $0 | – | -364 | -100.0% | -0.02% | – |
| MPW | Exit | MEDICAL PROPERTIES TRUST INC | $0 | – | -1,525 | -100.0% | -0.02% | – |
| DVA | Exit | DAVITA INC COM | $0 | – | -298 | -100.0% | -0.02% | – |
| VIAC | Exit | VIACOMCBS INC CL Bcl b | $0 | – | -650 | -100.0% | -0.02% | – |
| DT | Exit | DYNATRACE INC COM NEW | $0 | – | -813 | -100.0% | -0.02% | – |
| FMC | Exit | FMC CORP COM NEW | $0 | – | -348 | -100.0% | -0.02% | – |
| SPLB | Exit | SPDR PORTFOLIO LONG TERM CORPORATE BOND ETFportfolio ln cor | $0 | – | -1,289 | -100.0% | -0.02% | – |
| APHA | Exit | APHRIA INC COM | $0 | – | -3,455 | -100.0% | -0.02% | – |
| OKE | Exit | ONEOK INC COM | $0 | – | -1,135 | -100.0% | -0.02% | – |
| FV | Exit | FIRST TR EXCHANGE TRADED FD VI DORSEY WRIGHT FOCUS ETFdorsey wrt 5 etf | $0 | – | -1,164 | -100.0% | -0.02% | – |
| MGA | Exit | MAGNA INTL INC COM | $0 | – | -705 | -100.0% | -0.02% | – |
| BAB | Exit | INVESCO EXCH TRADED FD TR II TAXABLE MUN BDtaxable mun bd | $0 | – | -1,650 | -100.0% | -0.03% | – |
| FDS | Exit | FACTSET RESEARCH SYSTEMS INC | $0 | – | -190 | -100.0% | -0.03% | – |
| ENB | Exit | ENBRIDGE INC COM | $0 | – | -1,835 | -100.0% | -0.03% | – |
| CNI | Exit | CANADIAN NATL RY CO COM | $0 | – | -675 | -100.0% | -0.03% | – |
| VCSH | Exit | VANGUARD SCOTTSDALE FDS VANGUARD SHORT-TERM CORPORATE BD INDEX FD ETFshrt trm corp bd | $0 | – | -860 | -100.0% | -0.04% | – |
| CGC | Exit | CANOPY GROWTH CORPORATION COM | $0 | – | -2,067 | -100.0% | -0.04% | – |
| IAU | Exit | ISHARES GOLD TRUST ISHARESishares | $0 | – | -73,284 | -100.0% | -0.63% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR/A filed 2021-08-13
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.