$3.05 Billion is the total value of EVOKE WEALTH, LLC's 1179 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 21.2% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| RPAR | Sell | RPAR Risk Parity ETFrpar risk pari | $686,305,000 | -9.9% | 29,006,972 | -4.5% | 22.48% | -6.5% |
| IVV | Buy | iShares Core S&P 500 ETFcore s&p500 etf | $249,216,000 | -2.0% | 549,308 | +3.0% | 8.16% | +1.7% |
| New | SPDR Gold MiniSharesspdr gld minis | $137,944,000 | – | 3,585,764 | +100.0% | 4.52% | – | |
| GUNR | Sell | FlexShares Global Upstream Resources ETFmornstar upstr | $119,294,000 | +12.6% | 2,547,387 | -5.1% | 3.91% | +16.9% |
| TIP | Buy | iShares TIPS Bond ETFtips bd etf | $115,061,000 | -2.6% | 923,668 | +0.8% | 3.77% | +1.1% |
| OEF | Sell | iShares S&P 100 ETFs&p 100 etf | $103,268,000 | -6.0% | 495,242 | -1.2% | 3.38% | -2.4% |
| ACWI | Sell | iShares MSCI ACWI ETFmsci acwi etf | $102,306,000 | -6.3% | 1,025,315 | -0.6% | 3.35% | -2.8% |
| VWO | Buy | Vanguard FTSE Emerging Markets ETFftse emr mkt etf | $96,765,000 | +0.9% | 2,097,669 | +8.0% | 3.17% | +4.7% |
| VTI | Buy | Vanguard Total Stock Market ETFtotal stk mkt | $88,286,000 | +0.9% | 387,782 | +7.0% | 2.89% | +4.7% |
| VOO | Buy | Vanguard S&P 500 ETF | $62,578,000 | -3.7% | 150,728 | +1.2% | 2.05% | -0.1% |
| SPY | SPDR S&P 500 ETFtr unit | $56,025,000 | -4.9% | 123,674 | 0.0% | 1.84% | -1.3% | |
| VTV | Buy | Vanguard Value Index ETFvalue etf | $51,240,000 | +4.9% | 346,734 | +4.4% | 1.68% | +8.8% |
| VEA | Sell | Vanguard FTSE Developed Markets ETFftse dev mkt etf | $47,066,000 | -6.1% | 979,922 | -0.2% | 1.54% | -2.5% |
| VAC | Marriott Vacations World | $39,167,000 | -6.8% | 248,361 | 0.0% | 1.28% | -3.2% | |
| VTWO | New | Vanguard Russell 2000 ETFvng rus2000idx | $35,913,000 | – | 433,469 | +100.0% | 1.18% | – |
| AAPL | Buy | Apple Inc. | $35,716,000 | -0.1% | 204,545 | +0.4% | 1.17% | +3.6% |
| CM | Canadian Imperial | $33,232,000 | +5.5% | 270,300 | 0.0% | 1.09% | +9.5% | |
| XLE | Sell | Energy Select Sector SPDR ETFenergy | $32,128,000 | +37.7% | 420,307 | -0.0% | 1.05% | +42.9% |
| IVE | Buy | iShares S&P 500 Value ETFs&p 500 val etf | $31,491,000 | +10.3% | 202,231 | +11.0% | 1.03% | +14.4% |
| MSFT | Sell | Microsoft Corp. | $30,121,000 | -8.3% | 97,698 | -0.0% | 0.99% | -4.9% |
| PAVE | Sell | Global X US Infrastructure Dev ETFus infr dev etf | $29,690,000 | -5.9% | 1,049,841 | -3.9% | 0.97% | -2.4% |
| GOOGL | Buy | Alphabet Inc. Cl Acap stk cl a | $27,877,000 | -3.3% | 10,023 | +0.2% | 0.91% | +0.3% |
| BNS | Bank Of Nova Scotia | $27,770,000 | +0.0% | 387,200 | 0.0% | 0.91% | +3.8% | |
| DFAI | Buy | DFA Int Core Equity Market ETFintl core eqt mk | $27,423,000 | +12.2% | 974,170 | +17.9% | 0.90% | +16.5% |
| DFAE | Buy | DFA Emerging Core Equity Market ETFemgr cre eqt mng | $25,377,000 | +9.1% | 967,115 | +13.8% | 0.83% | +13.2% |
| DFAU | Buy | DFA US Core Equity Market ETFus core eqt mkt | $24,353,000 | +22.1% | 772,629 | +27.9% | 0.80% | +26.9% |
| XLF | Buy | Financial Select Sector SPDRfinancial | $24,034,000 | -1.8% | 627,179 | +0.1% | 0.79% | +1.9% |
| IWM | Buy | iShares Russell 2000 ETFrussell 2000 etf | $19,546,000 | -4.7% | 95,221 | +3.1% | 0.64% | -1.1% |
| DOCS | Sell | Doximity Inccl a | $18,167,000 | -16.2% | 348,763 | -19.3% | 0.60% | -13.0% |
| AMZN | Buy | Amazon.com | $15,162,000 | +5.5% | 4,651 | +6.6% | 0.50% | +9.5% |
| VIG | Buy | Vanguard Dividend Appreciation ETFdiv app etf | $14,745,000 | -2.4% | 90,927 | +3.3% | 0.48% | +1.3% |
| JNJ | Sell | Johnson & Johnson | $13,827,000 | +2.9% | 78,016 | -0.7% | 0.45% | +6.8% |
| ADI | Sell | Analog Devices Inc | $13,834,000 | -10.2% | 83,748 | -4.4% | 0.45% | -6.8% |
| MA | Sell | Mastercard Inc CL Acl a | $11,581,000 | -1.1% | 32,405 | -0.6% | 0.38% | +2.4% |
| GLD | Buy | SPDR Gold Shares | $11,063,000 | +7.1% | 61,240 | +1.4% | 0.36% | +11.0% |
| FISV | Sell | Fiserv Inc | $10,755,000 | -12.8% | 106,062 | -10.8% | 0.35% | -9.5% |
| UNH | Sell | UnitedHealth Group Inc. | $10,336,000 | -0.6% | 20,269 | -2.1% | 0.34% | +3.4% |
| MCO | Sell | Moodys Corp Com | $9,948,000 | -14.7% | 29,482 | -1.3% | 0.33% | -11.4% |
| EEM | Sell | iShares MSCI Emerging Markets ETFmsci emg mkt etf | $9,778,000 | -14.5% | 216,567 | -7.5% | 0.32% | -11.4% |
| SYY | Sell | Sysco Corp | $9,749,000 | -12.9% | 118,628 | -16.7% | 0.32% | -9.6% |
| PEP | Sell | Pepsico Inc. | $9,305,000 | -4.9% | 55,589 | -0.7% | 0.30% | -1.3% |
| LOW | Sell | Lowes Companies Inc | $9,147,000 | -24.2% | 45,239 | -3.2% | 0.30% | -21.3% |
| OTIS | Buy | Otis Worldwide Corp | $9,116,000 | +2.7% | 118,469 | +16.0% | 0.30% | +6.8% |
| MDT | Sell | Medtronic PLC | $8,964,000 | -23.6% | 80,332 | -28.7% | 0.29% | -20.5% |
| CCI | Buy | Crown Castle Intl | $8,882,000 | +9.5% | 48,115 | +23.8% | 0.29% | +13.7% |
| SM | Sell | SM Energy Co | $8,693,000 | +29.5% | 223,181 | -2.0% | 0.28% | +34.4% |
| SPGI | Buy | S&P Global Inc Com | $8,193,000 | +14.7% | 19,974 | +32.0% | 0.27% | +19.1% |
| MSCI | Sell | MSCI Inc Com | $7,614,000 | -19.1% | 15,141 | -1.4% | 0.25% | -16.2% |
| AZO | Sell | Autozone Inc Com | $7,516,000 | -3.7% | 3,676 | -1.2% | 0.25% | 0.0% |
| WM | Sell | Waste Management Inc. | $7,208,000 | -10.7% | 45,474 | -6.0% | 0.24% | -7.5% |
| PEY | Buy | Invesco High Yield Equity Dividend Achievershig yld eq div | $7,096,000 | +8.4% | 325,065 | +4.5% | 0.23% | +12.1% |
| DLTR | Sell | Dollar Tree Inc Com | $7,067,000 | -7.9% | 44,130 | -19.2% | 0.23% | -4.5% |
| ICE | Sell | InterContinental Exchange Inc | $7,024,000 | -9.3% | 53,167 | -6.1% | 0.23% | -5.7% |
| VNQ | Buy | Vanguard Real Estate Index Fund ETFreal estate etf | $7,027,000 | -1.4% | 64,841 | +5.5% | 0.23% | +2.2% |
| TAN | Buy | Invesco Solar ETFsolar etf | $7,034,000 | +3.1% | 93,213 | +4.7% | 0.23% | +7.0% |
| SWKS | Buy | Skyworks Solutions | $6,993,000 | -9.7% | 52,468 | +5.2% | 0.23% | -6.1% |
| IAU | Sell | iShares Gold Trustishares new | $6,975,000 | +5.8% | 189,383 | -0.0% | 0.23% | +9.6% |
| NKE | Buy | Nike Inc. Bcl b | $6,595,000 | -13.9% | 48,905 | +2.3% | 0.22% | -10.7% |
| ORCL | Buy | Oracle Corp. | $6,460,000 | -0.9% | 78,091 | +4.5% | 0.21% | +2.9% |
| SHW | Sell | Sherwin Williams Co. | $6,359,000 | -30.1% | 25,473 | -1.5% | 0.21% | -27.5% |
| V | Sell | Visa Inc A | $6,145,000 | +1.9% | 27,709 | -4.9% | 0.20% | +5.8% |
| DIS | Buy | Walt Disney Co | $5,849,000 | -9.7% | 42,647 | +1.3% | 0.19% | -5.9% |
| LKQ | Buy | LKQ Corp Com | $5,807,000 | -17.9% | 127,885 | +8.5% | 0.19% | -14.8% |
| PGF | Sell | Invesco Financial Preferred ETFfinl pfd etf | $5,741,000 | -17.2% | 339,273 | -7.9% | 0.19% | -14.2% |
| NARI | Sell | Inari Med Inc Com | $5,634,000 | -10.8% | 62,163 | -10.1% | 0.18% | -7.0% |
| CL | Sell | Colgate-Palmolive Co | $5,432,000 | -11.6% | 71,629 | -0.5% | 0.18% | -8.2% |
| BDX | Sell | Becton Dickinson &co | $5,108,000 | +4.3% | 19,202 | -1.4% | 0.17% | +7.7% |
| LIN | Sell | Linde PLC Com | $5,001,000 | -9.3% | 15,656 | -1.6% | 0.16% | -5.7% |
| CARR | Sell | Carrier Global | $4,881,000 | -16.5% | 106,412 | -1.2% | 0.16% | -13.0% |
| MTD | Sell | Mettler-Toledo | $4,868,000 | -20.0% | 3,545 | -1.2% | 0.16% | -17.2% |
| SNOW | Buy | Snowflake Inccl a | $4,834,000 | -21.4% | 21,098 | +16.1% | 0.16% | -18.6% |
| VMC | Sell | Vulcan Materials Co | $4,776,000 | -16.9% | 25,997 | -6.1% | 0.16% | -13.8% |
| BRKB | Buy | Berkshire Hathaway Class Bcl b new | $4,738,000 | +23.1% | 13,426 | +4.3% | 0.16% | +28.1% |
| GSG | Buy | iShares S&P GSCI Commodity-Indexed Trustunit ben int | $4,647,000 | +34.3% | 205,170 | +1.5% | 0.15% | +39.4% |
| VHT | Buy | Vanguard Health Care ETFhealth car etf | $4,655,000 | +17.0% | 18,298 | +22.6% | 0.15% | +20.6% |
| TJX | Sell | TJX Companies Inc | $4,486,000 | -21.0% | 74,053 | -0.9% | 0.15% | -17.9% |
| TRTX | Sell | TPG RE Finance Trust | $4,387,000 | -5.1% | 364,029 | -0.6% | 0.14% | -1.4% |
| VDE | Buy | Vanguard Energy ETFenergy etf | $4,322,000 | +45.6% | 40,373 | +5.6% | 0.14% | +51.1% |
| CME | Sell | Cme Group Inc Com CL | $4,277,000 | +1.6% | 17,980 | -1.1% | 0.14% | +5.3% |
| GGG | Sell | Graco Inc | $4,258,000 | -14.8% | 61,079 | -1.4% | 0.14% | -12.0% |
| PG | Buy | Procter And Gamble | $4,187,000 | -5.4% | 27,399 | +1.2% | 0.14% | -2.1% |
| QQQ | Buy | Invesco QQQ Trustunit ser 1 | $3,884,000 | -7.2% | 10,699 | +1.7% | 0.13% | -3.8% |
| COP | Sell | Conocophillips Com | $3,874,000 | +5.2% | 38,626 | -24.0% | 0.13% | +9.5% |
| MIDD | Sell | Middleby Corp Del | $3,649,000 | -17.6% | 22,261 | -1.1% | 0.12% | -14.3% |
| USB | Sell | US Bancorp Del | $3,665,000 | -6.5% | 68,362 | -1.2% | 0.12% | -3.2% |
| EDV | Buy | Vanguard Extended Duration Treasury ETFextended dur | $3,593,000 | -8.6% | 29,521 | +5.1% | 0.12% | -4.8% |
| FDS | Sell | Factset Research | $3,553,000 | -11.9% | 8,183 | -1.3% | 0.12% | -8.7% |
| VRSK | Sell | Verisk Analytics Inc | $3,420,000 | -11.5% | 15,934 | -5.7% | 0.11% | -8.2% |
| PSA | Sell | Public Storage | $3,371,000 | -59.3% | 8,638 | -60.9% | 0.11% | -57.9% |
| IWB | iShares Russell 1000 ETFrus 1000 etf | $3,350,000 | -5.4% | 13,398 | 0.0% | 0.11% | -1.8% | |
| ZIP | Ziprecruiter Inccl a | $3,324,000 | -7.8% | 144,635 | 0.0% | 0.11% | -4.4% | |
| JPM | Buy | JPMorgan Chase & Co. | $3,331,000 | -6.9% | 24,434 | +8.1% | 0.11% | -3.5% |
| ABBV | Sell | AbbVie Inc | $3,268,000 | +5.1% | 20,157 | -12.2% | 0.11% | +9.2% |
| MTN | New | Vail Resorts | $3,163,000 | – | 12,151 | +100.0% | 0.10% | – |
| INTU | Sell | Intuit Com | $3,044,000 | -25.3% | 6,331 | -0.0% | 0.10% | -22.5% |
| AWI | Sell | Armstrong World Inds Inc New | $2,940,000 | -27.4% | 32,667 | -6.3% | 0.10% | -25.0% |
| IWN | Buy | iShares Russell 2000 Value ETFrus 2000 val etf | $2,938,000 | +2725.0% | 18,205 | +2803.5% | 0.10% | +3100.0% |
| VRSN | Buy | Verisign Inc | $2,929,000 | +6.9% | 13,167 | +22.0% | 0.10% | +11.6% |
| GOOG | Buy | Alphabet Inc. Cl Ccap stk cl c | $2,793,000 | +4.3% | 1,000 | +3.0% | 0.09% | +7.1% |
| IWV | iShares Russell 3000 ETFrussell 3000 etf | $2,705,000 | -5.4% | 10,308 | 0.0% | 0.09% | -1.1% | |
| New | UPAR Ultra Risk Parity ETFupar ultra risk | $2,730,000 | – | 145,739 | +100.0% | 0.09% | – | |
| UNP | Sell | Union Pacific Corp | $2,658,000 | +8.0% | 9,728 | -0.4% | 0.09% | +11.5% |
| FB | Buy | Meta Platforms Inc.cl a | $2,644,000 | -22.6% | 11,889 | +14.8% | 0.09% | -19.4% |
| CGW | Invesco S&P Global Water ETFs&p gbl water | $2,615,000 | -13.6% | 49,893 | 0.0% | 0.09% | -9.5% | |
| DSL | Buy | DoubleLine Income Solutions | $2,461,000 | -7.0% | 169,495 | +3.2% | 0.08% | -3.6% |
| XOM | Sell | Exxon Mobil Co. | $2,409,000 | -3.8% | 29,167 | -28.7% | 0.08% | 0.0% |
| NEA | Buy | Nuveen AMT-Free Quality Muni Inc | $2,374,000 | -12.9% | 179,901 | +2.9% | 0.08% | -9.3% |
| NLY | Buy | Annaly Capital | $2,353,000 | -9.5% | 324,157 | +0.3% | 0.08% | -6.1% |
| EFA | Buy | iShares MSCI EAFE ETFmsci eafe etf | $2,271,000 | +0.3% | 30,860 | +7.4% | 0.07% | +4.2% |
| ECL | Sell | Ecolab Inc | $2,267,000 | -39.4% | 12,802 | -19.6% | 0.07% | -37.3% |
| IUSG | iShares Core S&P U.S. Growth ETFcore s&p us gwt | $2,196,000 | -8.6% | 20,782 | 0.0% | 0.07% | -5.3% | |
| NVDA | Buy | Nvidia Corp | $2,213,000 | -6.5% | 8,111 | +0.8% | 0.07% | -4.0% |
| VGT | Sell | Vanguard Information Technology ETFinf tech etf | $2,139,000 | -11.4% | 5,135 | -2.5% | 0.07% | -7.9% |
| BRKA | Berkshire Hathaway Class Acl a | $2,116,000 | +17.4% | 4 | 0.0% | 0.07% | +21.1% | |
| TD | Buy | Toronto-Dominion | $2,077,000 | +37.8% | 26,156 | +33.1% | 0.07% | +41.7% |
| WRE | Buy | Washington REITsh ben int | $1,995,000 | +7573.1% | 77,705 | +7670.5% | 0.06% | +6400.0% |
| DHR | Sell | Danaher Corporation | $1,992,000 | -11.8% | 6,786 | -1.0% | 0.06% | -8.5% |
| RAMP | Buy | Liveramp Holdings Inc | $1,988,000 | -9.5% | 53,181 | +16.1% | 0.06% | -5.8% |
| NKX | Buy | Nuveen CA AMT-Free Quality Muni Inc | $1,975,000 | -10.2% | 145,069 | +4.4% | 0.06% | -5.8% |
| PFE | Buy | Pfizer Inc | $1,925,000 | -11.0% | 37,181 | +1.6% | 0.06% | -7.4% |
| QCOM | Buy | Qualcomm Inc | $1,886,000 | -15.7% | 12,341 | +0.9% | 0.06% | -12.7% |
| AGG | Sell | iShares Core US Aggregate Bond ETFcore us aggbd et | $1,869,000 | -16.8% | 17,454 | -11.4% | 0.06% | -14.1% |
| VEEV | Veeva SYS Inc CL A | $1,866,000 | -16.8% | 8,781 | 0.0% | 0.06% | -14.1% | |
| SHC | Sell | Sotera Health Co | $1,836,000 | -13.4% | 84,768 | -5.9% | 0.06% | -10.4% |
| AMGN | Sell | Amgen Inc | $1,828,000 | -10.1% | 7,560 | -16.3% | 0.06% | -6.2% |
| REXR | Sell | Rexford Industrial | $1,808,000 | -7.9% | 24,138 | -0.0% | 0.06% | -4.8% |
| SLV | iShares Silver Trustishares | $1,799,000 | +6.4% | 78,617 | 0.0% | 0.06% | +11.3% | |
| ITOT | Buy | iShares Core S&P Total U.S. Stock Market ETFcore s&p ttl stk | $1,795,000 | -5.7% | 17,786 | +0.0% | 0.06% | -1.7% |
| CSCO | Buy | Cisco Systems Inc | $1,748,000 | -4.3% | 31,351 | +8.8% | 0.06% | -1.7% |
| BIT | Sell | BlackRock Multi-Sector Income | $1,638,000 | -9.9% | 99,385 | -0.1% | 0.05% | -5.3% |
| ACN | Buy | Accenture PLC A | $1,655,000 | -18.0% | 4,907 | +0.8% | 0.05% | -15.6% |
| ABT | Sell | Abbott Laboratories | $1,604,000 | -32.3% | 13,553 | -19.4% | 0.05% | -29.3% |
| DDOG | Sell | Datadog Inc CL A Com | $1,626,000 | -21.1% | 10,735 | -7.3% | 0.05% | -18.5% |
| EA | Buy | Electronic Arts | $1,596,000 | +71.1% | 12,616 | +78.4% | 0.05% | +79.3% |
| Buy | Warby Parker Inc | $1,598,000 | +1715.9% | 47,273 | +2410.5% | 0.05% | +1633.3% | |
| AXP | Buy | American Express Co | $1,549,000 | +15.3% | 8,284 | +1.0% | 0.05% | +21.4% |
| DVY | Sell | iShares Select Dividend ETFselect divid etf | $1,537,000 | +0.9% | 11,993 | -3.5% | 0.05% | +4.2% |
| VFH | Buy | Vanguard Financials ETFfinancials etf | $1,474,000 | +112.7% | 15,788 | +119.9% | 0.05% | +118.2% |
| BXMT | Buy | Blackstone Mortgage | $1,456,000 | +4.1% | 44,912 | +0.4% | 0.05% | +9.1% |
| RTX | Sell | Raytheon Technologies | $1,418,000 | +15.8% | 14,311 | -0.8% | 0.05% | +17.9% |
| MIN | Sell | MFS Intermediate Income TRsh ben int | $1,385,000 | -47.9% | 439,767 | -40.7% | 0.04% | -46.4% |
| IWR | iShares Russell Mid-Cap ETFrus mid cap etf | $1,363,000 | -5.9% | 17,460 | 0.0% | 0.04% | -2.2% | |
| XME | Sell | SPDR S&P Metals & Mining ETFs&p metals mng | $1,373,000 | +36.6% | 22,403 | -0.2% | 0.04% | +40.6% |
| VIS | Buy | Vanguard Industrials ETFindustrial etf | $1,361,000 | +185.3% | 7,001 | +197.7% | 0.04% | +200.0% |
| MCA | Buy | BlackRock MuniYield CA Quality Fund | $1,370,000 | -8.7% | 103,851 | +10.0% | 0.04% | -4.3% |
| VCV | Buy | Invesco California Value Municipal Income Trust | $1,385,000 | -17.8% | 125,024 | +3.3% | 0.04% | -15.1% |
| BA | Sell | Boeing Co. | $1,378,000 | -28.2% | 7,194 | -24.6% | 0.04% | -26.2% |
| EVM | Buy | Eaton Vance California Municipal Bond Fund | $1,345,000 | -7.9% | 133,991 | +6.5% | 0.04% | -4.3% |
| IJH | Sell | iShares Core S&P Mid-Cap ETFcore s&p mcp etf | $1,301,000 | -6.2% | 4,847 | -1.0% | 0.04% | -2.3% |
| NFLX | Buy | Netflix Inc. | $1,314,000 | -28.2% | 3,507 | +15.4% | 0.04% | -25.9% |
| AMT | Buy | American Tower Corp | $1,313,000 | +15.6% | 5,226 | +35.2% | 0.04% | +19.4% |
| VYM | Buy | Vanguard High Dividend Yield ETFhigh div yld | $1,273,000 | +0.5% | 11,339 | +0.3% | 0.04% | +5.0% |
| DIA | Buy | SPDR Dow Jones Industrial Average ETFut ser 1 | $1,286,000 | -4.1% | 3,699 | +0.4% | 0.04% | 0.0% |
| CHD | Church & Dwight | $1,283,000 | -3.0% | 12,906 | 0.0% | 0.04% | 0.0% | |
| MCD | Buy | McDonalds Corp. | $1,246,000 | +2.9% | 5,039 | +1.0% | 0.04% | +7.9% |
| ADP | Buy | Automatic Data | $1,241,000 | -0.6% | 5,430 | +0.8% | 0.04% | +5.1% |
| PAYC | Buy | Paycom Software Inc | $1,210,000 | -16.0% | 3,494 | +0.7% | 0.04% | -11.1% |
| AI | Buy | C3 Ai Inc CL Acl a | $1,154,000 | +1140.9% | 50,817 | +1613.3% | 0.04% | +1166.7% |
| MQ | New | Marqeta Inc | $1,129,000 | – | 102,292 | +100.0% | 0.04% | – |
| BND | Sell | Vanguard Total Bond Market ETFtotal bnd mrkt | $1,141,000 | -22.7% | 14,345 | -17.7% | 0.04% | -21.3% |
| BHK | Buy | BlackRock Core Bond | $1,086,000 | -22.2% | 83,528 | +0.2% | 0.04% | -18.2% |
| T | Sell | AT&T Inc | $1,103,000 | -9.8% | 46,681 | -6.1% | 0.04% | -7.7% |
| DLY | Buy | DoubleLine Yield Opps | $1,097,000 | -7.3% | 65,478 | +3.4% | 0.04% | -2.7% |
| TSLX | Sixth Street Specialty Lending | $1,086,000 | -0.5% | 45,827 | 0.0% | 0.04% | +5.9% | |
| XLV | Healthcare Select Sector SPDRsbi healthcare | $1,109,000 | -2.7% | 8,093 | 0.0% | 0.04% | 0.0% | |
| ADBE | Sell | Adobe Inc | $1,066,000 | -21.0% | 2,340 | -1.7% | 0.04% | -18.6% |
| GDX | VanEck Vectors Gold Miners ETFgold miners etf | $1,060,000 | +19.8% | 27,634 | 0.0% | 0.04% | +25.0% | |
| INTC | Buy | Intel Corp Com | $1,077,000 | +2.5% | 21,736 | +6.5% | 0.04% | +6.1% |
| CRM | Sell | Salesforce.Com Inc | $1,054,000 | -14.0% | 4,963 | -1.5% | 0.04% | -10.3% |
| UBER | Sell | Uber Technologies Inc | $1,079,000 | -16.4% | 30,237 | -1.7% | 0.04% | -14.6% |
| BAC | Buy | Bank of America Corp. | $1,069,000 | -5.6% | 25,925 | +1.9% | 0.04% | -2.8% |
| MMM | Buy | 3M Company | $1,052,000 | -16.1% | 7,068 | +0.1% | 0.03% | -15.0% |
| TMO | Buy | Thermo Fisher | $1,040,000 | +0.1% | 1,760 | +13.0% | 0.03% | +3.0% |
| XLB | Sell | Materials Select Sector SPDR ETFsbi materials | $1,048,000 | -2.8% | 11,892 | -0.0% | 0.03% | 0.0% |
| VT | Sell | Vanguard Total World Stocktt wrld st etf | $1,004,000 | -15.1% | 9,912 | -9.9% | 0.03% | -10.8% |
| FCT | Sell | First Trust Senior FR Income II | $999,000 | -0.9% | 79,459 | -4.9% | 0.03% | +3.1% |
| TSLA | Buy | Tesla Inc. | $1,015,000 | +12.2% | 942 | +10.0% | 0.03% | +13.8% |
| SYK | Buy | Stryker Corp | $1,017,000 | +0.6% | 3,784 | +0.6% | 0.03% | +3.1% |
| IWD | Buy | iShares Russell 1000 Value ETFrus 1000 val etf | $999,000 | -1.1% | 6,017 | +0.0% | 0.03% | +3.1% |
| RY | Sell | Royal Bank Of Canada | $974,000 | +2.6% | 8,837 | -1.2% | 0.03% | +6.7% |
| IWF | iShares Russell 1000 Growth ETFrus 1000 grw etf | $956,000 | -9.1% | 3,444 | 0.0% | 0.03% | -6.1% | |
| CPNG | Buy | Coupang Inccl a | $934,000 | -19.2% | 52,851 | +34.3% | 0.03% | -13.9% |
| CVX | Buy | Chevron Corp New Com | $943,000 | +40.7% | 5,791 | +1.4% | 0.03% | +47.6% |
| NEM | Sell | Newmont Goldcorp | $912,000 | -23.9% | 11,483 | -40.6% | 0.03% | -21.1% |
| XLK | Technology Select Sector SPDR ETFtechnology | $910,000 | -8.5% | 5,725 | 0.0% | 0.03% | -3.2% | |
| NEE | Buy | Nextera Energy Inc | $888,000 | -7.2% | 10,480 | +2.3% | 0.03% | -3.3% |
| VZ | Sell | Verizon | $898,000 | -8.5% | 17,619 | -6.6% | 0.03% | -6.5% |
| AVB | Sell | Avalonbay | $875,000 | -6.0% | 3,500 | -4.4% | 0.03% | 0.0% |
| IWO | Sell | iShares Russell 2000 Growth ETFrus 2000 grw etf | $883,000 | -87.6% | 3,454 | -85.8% | 0.03% | -87.1% |
| DFAC | DFA US Core Equity 2 ETFus core equity 2 | $887,000 | -4.7% | 32,147 | 0.0% | 0.03% | 0.0% | |
| PANW | Sell | Palo Alto Networks | $842,000 | -7.0% | 1,352 | -16.9% | 0.03% | -3.4% |
| ESS | Buy | Essex Property Trust | $854,000 | -1.6% | 2,456 | +0.2% | 0.03% | +3.7% |
| CNI | Buy | Canadian Natl RY Co | $831,000 | +9.1% | 6,199 | +0.0% | 0.03% | +12.5% |
| ZM | Buy | Zoom Videocl a | $817,000 | -35.6% | 6,968 | +1.0% | 0.03% | -32.5% |
| VDC | Buy | Vanguard Consumer Staples ETFconsum stp etf | $825,000 | +67.3% | 4,209 | +70.6% | 0.03% | +68.8% |
| VUG | Buy | Vanguard Growth Index ETFgrowth etf | $798,000 | -3.7% | 2,774 | +7.4% | 0.03% | 0.0% |
| IBB | Sell | iShares Nasdaq Biotechnology ETFishares biotech | $774,000 | -16.9% | 5,940 | -2.6% | 0.02% | -13.8% |
| ROST | Buy | Ross Stores Inc Com | $722,000 | -20.0% | 7,977 | +1.0% | 0.02% | -14.3% |
| HD | Sell | Home Depot Inc. | $741,000 | -46.3% | 2,477 | -25.5% | 0.02% | -45.5% |
| PCK | Buy | PIMCO Calif Mun Inco | $747,000 | -13.5% | 98,200 | +6.6% | 0.02% | -11.1% |
| BSV | Vanguard Short-Term Bond ETFshort trm bond | $720,000 | -3.6% | 9,240 | 0.0% | 0.02% | 0.0% | |
| UPS | Sell | United Parcel SVCcl b | $706,000 | -5.9% | 3,291 | -5.9% | 0.02% | -4.2% |
| VCSH | Vanguard Short-Term Corporate Bond ETFshrt trm corp bd | $703,000 | -3.8% | 9,000 | 0.0% | 0.02% | 0.0% | |
| KREF | KKR Real Estate Fin | $705,000 | -1.0% | 33,500 | 0.0% | 0.02% | +4.5% | |
| PMVP | PMV Pharmaceuticals Inc | $664,000 | -9.9% | 31,914 | 0.0% | 0.02% | -4.3% | |
| LAZR | Luminar Technologies Inc | $651,000 | -7.5% | 41,620 | 0.0% | 0.02% | -4.5% | |
| WMT | Buy | WalMart Inc | $647,000 | +11.4% | 4,332 | +8.3% | 0.02% | +16.7% |
| IJR | Sell | iShares Core S&P Small-Cap ETFcore s&p scp etf | $656,000 | -6.7% | 6,077 | -1.0% | 0.02% | -4.5% |
| BL | Sell | Blackline Inc Com | $649,000 | -47.1% | 8,867 | -25.1% | 0.02% | -46.2% |
| KO | Buy | The Coca Cola Co | $646,000 | +27.2% | 10,341 | +8.6% | 0.02% | +31.2% |
| EFG | Buy | iShares MSCI EAFE GRWTH ETFeafe grwth etf | $603,000 | +3668.8% | 6,259 | +4216.6% | 0.02% | +1900.0% |
| NVG | Buy | Nuveen AMT-Free Municipal Credit Income | $603,000 | -17.1% | 40,600 | +0.1% | 0.02% | -13.0% |
| NGD | New Gold Inc | $601,000 | +20.0% | 333,690 | 0.0% | 0.02% | +25.0% | |
| ZTS | Buy | Zoetis Inc Comcl a | $599,000 | -22.4% | 3,176 | +0.4% | 0.02% | -16.7% |
| NOW | Buy | Servicenow Inc Com | $615,000 | -12.6% | 1,105 | +1.9% | 0.02% | -9.1% |
| SBUX | Sell | Starbucks Corp. | $616,000 | -24.7% | 6,767 | -3.2% | 0.02% | -23.1% |
| NAC | Sell | Nuveen CA Quality Muni Income | $595,000 | -20.3% | 45,180 | -5.4% | 0.02% | -20.8% |
| ROK | Buy | Rockwell Automation | $577,000 | -19.5% | 2,062 | +0.3% | 0.02% | -17.4% |
| MDY | Buy | SPDR S&P MidCap 400 ETFutser1 s&pdcrp | $567,000 | -5.0% | 1,150 | +0.1% | 0.02% | 0.0% |
| HDB | HDFC Bank LTD Sponsponsored ads | $570,000 | -5.8% | 9,295 | 0.0% | 0.02% | 0.0% | |
| PYPL | Buy | Paypal Holdings Inc | $582,000 | -28.6% | 5,029 | +16.4% | 0.02% | -26.9% |
| AEM | Buy | Agnico Eagle Mines | $568,000 | +15.7% | 9,283 | +0.4% | 0.02% | +26.7% |
| SWK | Buy | Stanley Black & | $555,000 | -25.7% | 3,970 | +0.2% | 0.02% | -25.0% |
| NBW | Neuberger Berman CA Muni Fund | $543,000 | -12.7% | 44,274 | 0.0% | 0.02% | -10.0% | |
| GSBD | Goldman Sachs BDC Inc | $562,000 | +2.4% | 28,000 | 0.0% | 0.02% | +5.9% | |
| FNDX | Schwab Fundamental US Large Coschwab fdt us lg | $539,000 | -0.2% | 9,218 | 0.0% | 0.02% | +5.9% | |
| New | Shell PLC ADRspon ads | $549,000 | – | 9,994 | +100.0% | 0.02% | – | |
| GLW | Buy | Corning Inc | $535,000 | +4.9% | 14,492 | +5.8% | 0.02% | +12.5% |
| TROW | Buy | T. Rowe Price Group Inc | $525,000 | -20.8% | 3,472 | +2.9% | 0.02% | -19.0% |
| VCR | Vanguard Consumer Discretionary ETFconsum dis etf | $521,000 | -10.3% | 1,706 | 0.0% | 0.02% | -5.6% | |
| MRK | Buy | Merck & Co Inc | $523,000 | +29.5% | 6,326 | +1.8% | 0.02% | +30.8% |
| SIL | Buy | Global X Silver Miners ETFglobal x silver | $505,000 | -1.8% | 13,887 | +0.3% | 0.02% | +6.2% |
| PFF | Sell | iShares Preferred and Income Securities ETFpfd and incm sec | $514,000 | -13.0% | 14,100 | -6.0% | 0.02% | -10.5% |
| MS | Buy | Morgan Stanley Com | $491,000 | -9.2% | 5,623 | +2.1% | 0.02% | -5.9% |
| GOLD | Buy | Barrick Gold Corp | $475,000 | +29.4% | 19,376 | +0.2% | 0.02% | +33.3% |
| ORCC | Owl Rock Capital Corp | $498,000 | +4.2% | 33,000 | 0.0% | 0.02% | +6.7% | |
| LIT | Global X Lithium & Battery Tech ETFlithium btry etf | $490,000 | -8.9% | 6,360 | 0.0% | 0.02% | -5.9% | |
| GS | Sell | Goldman Sachs Group | $493,000 | -56.1% | 1,494 | -49.1% | 0.02% | -54.3% |
| AGI | Buy | Alamos Gold Inc | $492,000 | +9.6% | 58,464 | +0.2% | 0.02% | +14.3% |
| SCHX | Buy | Schwab US Large Cap ETFus lrg cap etf | $485,000 | -5.5% | 9,010 | +100.0% | 0.02% | 0.0% |
| AINV | Apollo Investment Corp | $500,000 | +3.3% | 36,800 | 0.0% | 0.02% | +6.7% | |
| TGT | Sell | Target Corp Com | $470,000 | -53.8% | 2,217 | -49.5% | 0.02% | -53.1% |
| BABA | Sell | Alibaba Groupsponsored ads | $449,000 | -10.6% | 4,123 | -2.5% | 0.02% | -6.2% |
| GBDC | Golub Capital BDC | $459,000 | -1.5% | 30,200 | 0.0% | 0.02% | 0.0% | |
| PDI | Buy | PIMCO Dynamic Income (FD Com Usd0.00001) | $460,000 | -4.2% | 18,871 | +1.8% | 0.02% | 0.0% |
| LLY | Buy | Eli Lilly And Co | $470,000 | +13.5% | 1,642 | +9.5% | 0.02% | +15.4% |
| COST | Buy | Costco Wholesale | $414,000 | +15.3% | 719 | +13.6% | 0.01% | +27.3% |
| ARI | Apollo Commercial Real Estate | $417,000 | +5.8% | 29,168 | 0.0% | 0.01% | +16.7% | |
| SDY | SPDR S&P Dividend ETFs&p divid etf | $434,000 | -0.7% | 3,385 | 0.0% | 0.01% | 0.0% | |
| MO | Sell | Altria Group Inc | $382,000 | -1.0% | 7,190 | -10.0% | 0.01% | +8.3% |
| GD | Buy | General Dynamics | $384,000 | +18.5% | 1,591 | +2.4% | 0.01% | +30.0% |
| DVAX | Sell | Dynavax Technologies | $389,000 | -23.3% | 35,904 | -0.4% | 0.01% | -18.8% |
| DE | Sell | Deere & Company | $383,000 | +16.4% | 920 | -3.7% | 0.01% | +30.0% |
| LEN | Buy | Lennar Corp Comcl a | $382,000 | +138.8% | 4,712 | +242.7% | 0.01% | +160.0% |
| GM | Buy | General Motors Company | $411,000 | -21.7% | 9,389 | +4.8% | 0.01% | -23.5% |
| GLBE | New | Global-E Online LTD | $405,000 | – | 12,000 | +100.0% | 0.01% | – |
| LUV | Buy | Southwest Airlns Co | $393,000 | +8.0% | 8,580 | +0.9% | 0.01% | +18.2% |
| F | Buy | Ford Motor Co. | $367,000 | +3.1% | 21,676 | +26.4% | 0.01% | +9.1% |
| MCK | Buy | Mckesson Corp | $359,000 | +24.2% | 1,172 | +1.1% | 0.01% | +33.3% |
| KALV | Kalvista | $377,000 | +11.5% | 25,583 | 0.0% | 0.01% | +9.1% | |
| BIP | Brookfield Infrastructure Partners LPlp int unit | $364,000 | +9.0% | 5,490 | 0.0% | 0.01% | +9.1% | |
| VOE | Buy | Vanguard Mid-Cap Value ETFmcap vl idxvip | $369,000 | +668.8% | 2,466 | +677.9% | 0.01% | +500.0% |
| AAP | Sell | Advance Auto Parts | $378,000 | -18.2% | 1,813 | -5.4% | 0.01% | -20.0% |
| SPLK | Buy | Splunk Inc Com | $354,000 | +31.6% | 2,381 | +2.5% | 0.01% | +50.0% |
| ARCC | Ares Capital Corp | $381,000 | -1.3% | 18,200 | 0.0% | 0.01% | 0.0% | |
| GWW | Sell | Grainger W W Inc Com | $355,000 | -10.4% | 688 | -9.9% | 0.01% | 0.0% |
| GIS | Buy | General Mills Inc | $378,000 | +1.6% | 5,583 | +1.1% | 0.01% | 0.0% |
| ABC | Buy | Amerisourcebergen | $337,000 | +17.4% | 2,180 | +0.8% | 0.01% | +22.2% |
| CRWS | Crown Crafts Inc Com | $345,000 | -9.4% | 52,345 | 0.0% | 0.01% | -8.3% | |
| VB | Vanguard Small-Cap ETFsmall cp etf | $350,000 | -6.2% | 1,648 | 0.0% | 0.01% | -8.3% | |
| BOTZ | Global X Robotics & AI ETFrbtcs artfl inte | $340,000 | -19.2% | 11,720 | 0.0% | 0.01% | -15.4% | |
| EIX | Sell | Edison Intl | $342,000 | -49.6% | 4,833 | -50.8% | 0.01% | -47.6% |
| VLO | Buy | Valero Energy Corp | $347,000 | +35.0% | 3,419 | +0.0% | 0.01% | +37.5% |
| UPST | Buy | Upstart Holdings Inc | $327,000 | +626.7% | 3,000 | +900.0% | 0.01% | +1000.0% |
| CGBD | New | TCG BDC Inc | $329,000 | – | 22,267 | +100.0% | 0.01% | – |
| SCHB | New | Schwab US Broad Market ETFus brd mkt etf | $326,000 | – | 6,109 | +100.0% | 0.01% | – |
| COUP | Sell | Coupa Software Inc | $326,000 | -36.0% | 3,212 | -0.3% | 0.01% | -31.2% |
| IVW | iShares S&P 500 Growth ETFs&p 500 grwt etf | $332,000 | -8.8% | 4,347 | 0.0% | 0.01% | 0.0% | |
| VO | Vanguard Mid Cap Index ETFmid cap etf | $338,000 | -6.6% | 1,420 | 0.0% | 0.01% | 0.0% | |
| AMJ | JPMorgan Alerian MLP Index ETNalerian ml etn | $296,000 | +17.5% | 14,139 | 0.0% | 0.01% | +25.0% | |
| FTNT | Buy | Fortinet Inc | $311,000 | -2.5% | 911 | +2.7% | 0.01% | 0.0% |
| SCHF | Buy | Schwab International Equity ETFintl eqty etf | $303,000 | +45.0% | 8,254 | +53.8% | 0.01% | +42.9% |
| PH | Buy | Parker-Hannifin Corp | $302,000 | -10.1% | 1,066 | +1.0% | 0.01% | -9.1% |
| FTAI | Fortress Trans. and Infra. | $301,000 | -10.9% | 11,700 | 0.0% | 0.01% | -9.1% | |
| MSI | Buy | Motorola Solutions | $298,000 | -9.7% | 1,226 | +1.1% | 0.01% | 0.0% |
| LABU | New | Direxion Daily S&P Biotech Bull 3Xsp biotch bl new | $313,000 | – | 20,000 | +100.0% | 0.01% | – |
| SNAP | Snap Inc. Cl Acl a | $314,000 | -23.6% | 8,731 | 0.0% | 0.01% | -23.1% | |
| WMB | Sell | Williams Companies | $298,000 | +15.5% | 8,924 | -9.9% | 0.01% | +25.0% |
| PCQ | PIMCO California Municipal Income Fund | $300,000 | -15.3% | 19,000 | 0.0% | 0.01% | -9.1% | |
| BAX | Buy | Baxter International | $316,000 | -9.2% | 4,059 | +0.5% | 0.01% | -9.1% |
| ETN | Sell | Eaton Corp PLC Com | $307,000 | -15.9% | 2,023 | -4.3% | 0.01% | -16.7% |
| VPU | Buy | Vanguard Utilities ETFutilities etf | $300,000 | +222.6% | 1,854 | +211.1% | 0.01% | +233.3% |
| ISRG | Buy | Intuitive Surgical | $302,000 | -4.4% | 1,001 | +13.9% | 0.01% | 0.0% |
| AVGO | Sell | Broadcom Inc | $320,000 | -10.6% | 509 | -5.4% | 0.01% | -9.1% |
| CVS | Buy | CVS Health | $308,000 | +17.6% | 3,044 | +20.0% | 0.01% | +25.0% |
| HON | Buy | Honeywell | $296,000 | +16.1% | 1,521 | +24.4% | 0.01% | +25.0% |
| BIPC | Brookfield Infrastructure Corp | $314,000 | +10.6% | 4,160 | 0.0% | 0.01% | +11.1% | |
| KBE | Sell | SPDR S&P Bank ETFs&p bk etf | $298,000 | -18.6% | 5,700 | -14.9% | 0.01% | -16.7% |
| VV | Vanguard Large Cap Index ETFlarge cap etf | $313,000 | -5.7% | 1,500 | 0.0% | 0.01% | 0.0% | |
| EQIX | Sell | Equinix Inc | $263,000 | -18.3% | 355 | -6.8% | 0.01% | -10.0% |
| PXD | Buy | Pioneer Natural | $271,000 | +38.3% | 1,084 | +0.9% | 0.01% | +50.0% |
| FNDA | Schwab Fundamental US Small Coschwab fdt us sc | $273,000 | -3.9% | 5,105 | 0.0% | 0.01% | 0.0% | |
| VXUS | Buy | Vanguard Total International Stock ETFvg tl intl stk f | $272,000 | -5.2% | 4,552 | +0.7% | 0.01% | 0.0% |
| EVRG | Buy | Evergy Inc Com | $283,000 | -0.4% | 4,135 | +0.0% | 0.01% | 0.0% |
| MNST | Buy | Monster Beverage | $275,000 | -14.9% | 3,438 | +2.2% | 0.01% | -10.0% |
| ESGE | iShares ESG MSCI EM ETFesg awr msci em | $282,000 | -7.5% | 7,666 | 0.0% | 0.01% | -10.0% | |
| BLK | Sell | BlackRock Inc Com | $236,000 | +46.6% | 309 | -2.2% | 0.01% | +60.0% |
| PLD | Buy | Prologis Inc Com | $234,000 | +2.6% | 1,451 | +7.3% | 0.01% | +14.3% |
| NET | Cloudflare Inc | $236,000 | -9.2% | 1,975 | 0.0% | 0.01% | 0.0% | |
| BX | Buy | Blackstone Group Inc | $254,000 | +144.2% | 2,000 | +150.0% | 0.01% | +166.7% |
| FXI | iShares China Large-Cap ETFchina lg-cap etf | $244,000 | -12.5% | 7,630 | 0.0% | 0.01% | -11.1% | |
| ABNB | Buy | AirBnB Inc | $232,000 | +17.8% | 1,351 | +14.4% | 0.01% | +33.3% |
| WDAY | Sell | Workday Inc CL Acl a | $236,000 | -23.1% | 986 | -12.1% | 0.01% | -20.0% |
| VAW | Buy | Vanguard Materials ETFmaterials etf | $242,000 | +139.6% | 1,248 | +142.3% | 0.01% | +166.7% |
| TSCO | Sell | Tractor Supply Co | $236,000 | -11.3% | 1,010 | -9.4% | 0.01% | 0.0% |
| WIX | Buy | Wix.Com LTD Com | $245,000 | -33.1% | 2,347 | +1.2% | 0.01% | -33.3% |
| DXCM | Buy | Dexcom Inc | $243,000 | +16.8% | 475 | +22.7% | 0.01% | +14.3% |
| NTLA | Buy | Intellia | $243,000 | -33.8% | 3,350 | +8.1% | 0.01% | -33.3% |
| IEFA | iShares Core MSCI EAFE ETFcore msci eafe | $259,000 | -7.2% | 3,726 | 0.0% | 0.01% | -11.1% | |
| CAG | Buy | Conagra Brands Inc | $246,000 | -1.6% | 7,332 | +0.0% | 0.01% | 0.0% |
| GKOS | Glaukos Corp Com | $248,000 | +29.8% | 4,292 | 0.0% | 0.01% | +33.3% | |
| TEAM | Sell | Atlassian Corp PLC CL Acl a | $250,000 | -29.8% | 851 | -8.9% | 0.01% | -27.3% |
| CMCSA | Sell | Comcast Corp Newcl a | $245,000 | -9.6% | 5,232 | -2.9% | 0.01% | -11.1% |
| SCHA | Buy | Schwab US Small-Cap ETFus sml cap etf | $241,000 | -7.3% | 5,084 | +100.0% | 0.01% | 0.0% |
| DOCU | Buy | Docusign Inc Com | $249,000 | -25.9% | 2,329 | +5.5% | 0.01% | -27.3% |
| CRWD | Crowdstrike Holdings Inccl a | $238,000 | +10.7% | 1,050 | 0.0% | 0.01% | +14.3% | |
| AGNC | AGNC Investment Corp | $254,000 | -13.0% | 19,235 | 0.0% | 0.01% | -11.1% | |
| CHTR | Sell | Chartercl a | $226,000 | -18.7% | 414 | -3.0% | 0.01% | -22.2% |
| ALL | Sell | Allstate Corporation | $229,000 | +5.0% | 1,642 | -10.9% | 0.01% | 0.0% |
| OZK | Bank Ozk Com | $214,000 | -8.2% | 5,000 | 0.0% | 0.01% | 0.0% | |
| DRI | Buy | Darden Restaurants | $228,000 | -10.9% | 1,714 | +0.7% | 0.01% | -12.5% |
| FIS | Sell | Fidelity National Information Services | $228,000 | -12.0% | 2,270 | -4.4% | 0.01% | -12.5% |
| ITW | Buy | Illinois Tool Works | $210,000 | -13.6% | 999 | +2.1% | 0.01% | -12.5% |
| DAR | Sell | Darling Ingredients Inc | $201,000 | +12.9% | 2,500 | -2.5% | 0.01% | +16.7% |
| APTV | Sell | Aptiv PLC | $199,000 | -32.1% | 1,660 | -6.6% | 0.01% | -22.2% |
| STZ | Buy | Constellation Brandscl a | $204,000 | +7.4% | 886 | +16.9% | 0.01% | +16.7% |
| ROKU | Buy | Roku Inc | $213,000 | +33.1% | 1,700 | +142.9% | 0.01% | +40.0% |
| SCHE | Buy | Schwab Emerging Markets Equity ETFemrg mkteq etf | $217,000 | +5.9% | 7,799 | +12.8% | 0.01% | +16.7% |
| ALHC | Alignment Healthcare Inc | $225,000 | -19.9% | 20,000 | 0.0% | 0.01% | -22.2% | |
| AYX | Alteryx Inc A | $220,000 | +18.3% | 3,082 | 0.0% | 0.01% | +16.7% | |
| RHI | Robert Half Intl Inc | $216,000 | +2.4% | 1,889 | 0.0% | 0.01% | 0.0% | |
| BKCC | BlackRock Capital Investment Corp | $203,000 | +5.2% | 47,000 | 0.0% | 0.01% | +16.7% | |
| ALC | Sell | Alcon Inc. | $224,000 | -22.2% | 2,820 | -14.6% | 0.01% | -22.2% |
| CB | Sell | Chubb Limited Com | $228,000 | +23.2% | 1,060 | -6.4% | 0.01% | +16.7% |
| JETS | US Global Jets ETFus glb jets | $221,000 | +3.3% | 10,152 | 0.0% | 0.01% | 0.0% | |
| PCOR | Procore Technologies Inc | $199,000 | -27.4% | 3,430 | 0.0% | 0.01% | -22.2% | |
| FSLY | Fastly Inccl a | $200,000 | -51.0% | 11,497 | 0.0% | 0.01% | -46.2% | |
| CRSP | Crispr Therapeuticsnamen akt | $207,000 | -17.2% | 3,300 | 0.0% | 0.01% | -12.5% | |
| ASML | Sell | Asml Holding N V N Y | $222,000 | -26.7% | 333 | -12.6% | 0.01% | -30.0% |
| WFC | Buy | Wells Fargo Co New | $218,000 | +6.3% | 4,506 | +5.5% | 0.01% | +16.7% |
| New | Core Scientific Inc | $206,000 | – | 25,000 | +100.0% | 0.01% | – | |
| Sell | Robinhood Markets Inc | $225,000 | -60.2% | 16,668 | -47.6% | 0.01% | -61.1% | |
| ITA | iShares US Aerospace & Defense ETFus aer def etf | $199,000 | +7.6% | 1,800 | 0.0% | 0.01% | +16.7% | |
| SCHW | Buy | The Charles Schwab | $228,000 | +7.0% | 2,701 | +6.5% | 0.01% | 0.0% |
| IBM | Sell | International Business Machines | $225,000 | -37.0% | 1,728 | -35.4% | 0.01% | -36.4% |
| D | Buy | Dominion Energy Inc | $210,000 | +9.9% | 2,477 | +1.7% | 0.01% | +16.7% |
| THM | Buy | International Tower Hill Mines | $169,000 | +56.5% | 172,500 | +16.9% | 0.01% | +100.0% |
| ATVI | Sell | Activision Blizzard | $176,000 | -15.8% | 2,191 | -30.1% | 0.01% | -14.3% |
| CI | Buy | CIGNA Corp New Com | $195,000 | +50.0% | 813 | +0.5% | 0.01% | +50.0% |
| CAT | Buy | Caterpillar Inc Com | $180,000 | +9.1% | 809 | +1.3% | 0.01% | +20.0% |
| DAL | Buy | Delta Air Lines Inc | $193,000 | +24.5% | 4,874 | +22.7% | 0.01% | +20.0% |
| DFAT | DFA US Targeted Value ETFus targeted vlu | $192,000 | -2.0% | 4,130 | 0.0% | 0.01% | 0.0% | |
| DUK | Buy | Duke Energy Corp New | $170,000 | +11.8% | 1,523 | +5.3% | 0.01% | +20.0% |
| Sell | General Electric Co | $174,000 | -72.6% | 1,907 | -71.7% | 0.01% | -70.0% | |
| IJS | iShares S&P Small-Cap 600 Valuesp smcp600vl etf | $195,000 | -2.0% | 1,900 | 0.0% | 0.01% | 0.0% | |
| MET | Buy | Metlife Inc Com | $190,000 | +18.0% | 2,709 | +5.2% | 0.01% | +20.0% |
| PFN | Sell | PIMCO Income Strategy Fund II | $169,000 | -50.0% | 19,338 | -45.0% | 0.01% | -45.5% |
| STAG | Sell | Stag Indl Inc Com | $195,000 | -71.5% | 4,696 | -67.0% | 0.01% | -72.7% |
| REAL | Buy | The RealReal Inc | $176,000 | -36.7% | 24,205 | +1.1% | 0.01% | -33.3% |
| TWTR | Buy | Twitter Inc Com | $193,000 | -5.9% | 4,998 | +5.2% | 0.01% | 0.0% |
| ULTA | Sell | Ulta Beauty Inc | $186,000 | -46.4% | 468 | -44.4% | 0.01% | -45.5% |
| VNQI | New | Vanguard Global ex-US Real Est ETFglb ex us etf | $174,000 | – | 3,340 | +100.0% | 0.01% | – |
| WEN | Sell | Wendys Company | $198,000 | -8.3% | 9,029 | -0.2% | 0.01% | -14.3% |
| DON | WisdomTree US MidCap Dividendus midcap divid | $188,000 | 0.0% | 4,227 | 0.0% | 0.01% | 0.0% | |
| JCI | Buy | Johnson Controls | $176,000 | -17.4% | 2,676 | +2.8% | 0.01% | -14.3% |
| THG | Hanover Ins Group | $161,000 | +14.2% | 1,077 | 0.0% | 0.01% | +25.0% | |
| INDY | iShares India 50 ETFindia 50 etf | $156,000 | -2.5% | 3,390 | 0.0% | 0.01% | 0.0% | |
| AMD | Buy | Advanced Micro | $155,000 | +14.8% | 1,421 | +51.7% | 0.01% | +25.0% |
| GAM | General American Investors | $141,000 | -4.1% | 3,322 | 0.0% | 0.01% | 0.0% | |
| MBB | iShares TR MBS ETFmbs etf | $140,000 | -5.4% | 1,376 | 0.0% | 0.01% | 0.0% | |
| FTV | Buy | Fortive Corp Com | $157,000 | -19.1% | 2,571 | +0.9% | 0.01% | -16.7% |
| PRU | Buy | Prudential Finl Inc | $160,000 | +105.1% | 1,355 | +87.2% | 0.01% | +150.0% |
| FCX | Buy | Freeport-Mcmoran Inccl b | $148,000 | +23.3% | 2,972 | +3.6% | 0.01% | +25.0% |
| TXN | Sell | Texas Instruments | $154,000 | -7.8% | 838 | -5.5% | 0.01% | 0.0% |
| OKE | Buy | Oneok Inc Com | $150,000 | +22.0% | 2,130 | +2.0% | 0.01% | +25.0% |
| NXPI | Sell | NXP Semiconductors NV | $139,000 | -50.0% | 744 | -38.8% | 0.01% | -44.4% |
| C | Sell | Citigroup Inc | $162,000 | -51.1% | 3,042 | -44.5% | 0.01% | -50.0% |
| PNW | Buy | Pinnacle West | $160,000 | +11.9% | 2,049 | +0.8% | 0.01% | 0.0% |
| RBLX | Buy | Roblox Corp CL Acl a | $160,000 | -34.2% | 3,452 | +46.8% | 0.01% | -37.5% |
| INGR | Ingredion Inc Com | $152,000 | -10.1% | 1,732 | 0.0% | 0.01% | 0.0% | |
| BHP | Sell | BHP Group LTD Sponsponsored ads | $143,000 | -0.7% | 1,854 | -22.3% | 0.01% | 0.0% |
| GME | Sell | GameStop Corpcl a | $167,000 | +2.5% | 1,000 | -9.1% | 0.01% | 0.0% |
| VEU | Buy | Vanguard FTSE All-World ex-USallwrld ex us | $140,000 | +1900.0% | 2,429 | +2012.2% | 0.01% | – |
| DOL | WisdomTree Intern LargeCap Dividend ETFintl lrgcap dv | $161,000 | -1.8% | 3,315 | 0.0% | 0.01% | 0.0% | |
| ETWO | E2open Parent Holdings Inc | $108,000 | -22.3% | 12,310 | 0.0% | 0.00% | 0.0% | |
| LYFT | LYFT Inc | $110,000 | -10.6% | 2,872 | 0.0% | 0.00% | 0.0% | |
| DFAS | DFA US Small Cap ETFus small cap etf | $108,000 | -6.9% | 1,935 | 0.0% | 0.00% | 0.0% | |
| BMY | Sell | Bristol-Myers Squibb | $117,000 | -48.7% | 1,589 | -56.6% | 0.00% | -42.9% |
| U | New | Unity Software Inc | $113,000 | – | 1,137 | +100.0% | 0.00% | – |
| IEMG | Sell | iShares Core MSCI Emerging Markets ETFcore msci emkt | $114,000 | -31.7% | 2,057 | -26.4% | 0.00% | -20.0% |
| NVS | Novartis A Gsponsored adr | $127,000 | +0.8% | 1,446 | 0.0% | 0.00% | 0.0% | |
| EL | Sell | Estee Laudercl a | $135,000 | -29.7% | 497 | -4.4% | 0.00% | -33.3% |
| ET | Buy | Energy Transfer LP | $117,000 | +116.7% | 10,447 | +57.9% | 0.00% | +100.0% |
| DSTL | New | Distillate US Fdmtl Stability & Valuedistillate us | $117,000 | – | 2,635 | +100.0% | 0.00% | – |
| KIM | Kimco Realty Corp | $125,000 | 0.0% | 5,056 | 0.0% | 0.00% | 0.0% | |
| VBR | Buy | Vanguard Small Cap Value ETFsm cp val etf | $121,000 | +210.3% | 689 | +216.1% | 0.00% | +300.0% |
| VOX | Vanguard Communication Services ETF | $131,000 | -11.5% | 1,092 | 0.0% | 0.00% | -20.0% | |
| DEM | WisdomTree Emerging Markets High Divemer mkt high fd | $134,000 | +1.5% | 3,056 | 0.0% | 0.00% | 0.0% | |
| XPH | SPDR S&P Pharmaceuticals ETFs&p pharmac | $109,000 | -1.8% | 2,400 | 0.0% | 0.00% | 0.0% | |
| TMUS | Buy | T Mobile US Inc Com | $134,000 | +17.5% | 1,042 | +6.3% | 0.00% | 0.0% |
| DOW | Buy | Dow Inc Com | $118,000 | +14.6% | 1,852 | +2.2% | 0.00% | +33.3% |
| PM | Sell | Philip Morris | $125,000 | -22.4% | 1,315 | -21.2% | 0.00% | -20.0% |
| MU | Sell | Micron Technology | $122,000 | -56.0% | 1,565 | -47.2% | 0.00% | -55.6% |
| SE | Buy | SEA LTD ADRsponsord ads | $132,000 | -28.6% | 1,100 | +32.9% | 0.00% | -33.3% |
| EXC | Buy | Exelon Corp Com NPV | $127,000 | -15.3% | 2,672 | +3.0% | 0.00% | -20.0% |
| CIBR | First Trust NASDAQ Cybersecurity ETFnasdaq cyb etf | $109,000 | +0.9% | 2,055 | 0.0% | 0.00% | +33.3% | |
| SNPS | Buy | Synopsys Inc Com | $133,000 | +6550.0% | 398 | +7860.0% | 0.00% | – |
| TEL | Buy | TE Connectivity Ltd | $121,000 | -16.6% | 923 | +2.9% | 0.00% | -20.0% |
| HLF | Sell | Herbalife Nutrition | $125,000 | -74.5% | 4,106 | -65.8% | 0.00% | -73.3% |
| DEO | Sell | Diageo ADR Each Reprspon adr new | $114,000 | -14.9% | 556 | -8.6% | 0.00% | 0.0% |
| UAL | Buy | United Continental | $122,000 | +11.9% | 2,624 | +5.5% | 0.00% | +33.3% |
| VLUE | iShares Edge MSCI US Value Facmsci usa value | $116,000 | -4.9% | 1,111 | 0.0% | 0.00% | 0.0% | |
| FDX | Buy | Fedex Corp Com | $128,000 | -5.9% | 551 | +5.2% | 0.00% | 0.0% |
| KHC | Sell | Kraft Heinz Co Com | $87,000 | -93.0% | 2,211 | -93.6% | 0.00% | -92.3% |
| XEL | Buy | Xcel Energy Inc Com | $82,000 | +12.3% | 1,122 | +5.3% | 0.00% | +50.0% |
| KMB | Buy | Kimberly Clark Corp | $79,000 | -10.2% | 636 | +3.9% | 0.00% | 0.0% |
| EWJ | Buy | iShares MSCI Japan ETFmsci jpn etf new | $92,000 | +5.7% | 1,500 | +15.4% | 0.00% | 0.0% |
| UL | Sell | Unilever PLC Sponspon adr new | $78,000 | -17.0% | 1,705 | -2.8% | 0.00% | 0.0% |
| GILD | Buy | Gilead Sciences Inc | $88,000 | -2.2% | 1,483 | +19.1% | 0.00% | 0.0% |
| TSM | Taiwan Semiconductorsponsored ads | $106,000 | -13.1% | 1,010 | 0.0% | 0.00% | -25.0% | |
| PEAK | Buy | Healthpeak PPTYS Inc | $97,000 | -3.0% | 2,833 | +2.0% | 0.00% | 0.0% |
| K | Kellogg Company Com | $102,000 | +1.0% | 1,575 | 0.0% | 0.00% | 0.0% | |
| TRN | Trinity Industries | $101,000 | +13.5% | 2,940 | 0.0% | 0.00% | 0.0% | |
| TRV | Sell | Travelers Companies | $98,000 | -81.4% | 538 | -84.1% | 0.00% | -82.4% |
| GPC | Buy | Genuine Parts Co Com | $77,000 | -8.3% | 608 | +2.4% | 0.00% | 0.0% |
| IXN | iShares Global Tech ETFglobal tech etf | $94,000 | -9.6% | 1,620 | 0.0% | 0.00% | 0.0% | |
| MC | Moelis & Cocl a | $77,000 | -25.2% | 1,650 | 0.0% | 0.00% | 0.0% | |
| BOX | Box Inc CL Acl a | $79,000 | +11.3% | 2,703 | 0.0% | 0.00% | +50.0% | |
| WY | Buy | Weyerhaeuser Co | $102,000 | -6.4% | 2,699 | +1.6% | 0.00% | 0.0% |
| WELL | Sell | Welltower Inc. REIT | $105,000 | +1.9% | 1,089 | -8.9% | 0.00% | 0.0% |
| XLP | Consumer Staples Select Sector SPDR ETFsbi cons stpls | $106,000 | -1.9% | 1,400 | 0.0% | 0.00% | 0.0% | |
| CTSH | Buy | Cognizant Technologycl a | $93,000 | +10.7% | 1,040 | +10.2% | 0.00% | 0.0% |
| WBA | Buy | Walgreens Boots | $100,000 | -12.3% | 2,226 | +2.2% | 0.00% | -25.0% |
| IMAX | Imax Corp Com | $81,000 | +5.2% | 4,300 | 0.0% | 0.00% | +50.0% | |
| VIAC | Buy | ViacomCBS Inc Class B | $102,000 | +277.8% | 2,687 | +199.6% | 0.00% | +200.0% |
| IHI | iShares US Medical Dev ETFu.s. med dvc etf | $87,000 | -7.4% | 1,434 | 0.0% | 0.00% | 0.0% | |
| FIX | New | Comfort Systems USA | $80,000 | – | 900 | +100.0% | 0.00% | – |
| CYBR | Cyber-Ark Software LTD | $88,000 | -2.2% | 520 | 0.0% | 0.00% | 0.0% | |
| DCI | Donaldson Inc Com | $104,000 | -12.6% | 2,005 | 0.0% | 0.00% | -25.0% | |
| INSP | Inspire Med SYS Inc | $106,000 | +11.6% | 412 | 0.0% | 0.00% | 0.0% | |
| ANTM | Sell | Anthem Inc | $103,000 | +1.0% | 210 | -4.5% | 0.00% | 0.0% |
| PSX | Buy | Phillips 66 Com | $77,000 | +51.0% | 897 | +26.5% | 0.00% | +50.0% |
| AMAT | Buy | Applied Materials | $98,000 | -2.0% | 746 | +17.5% | 0.00% | 0.0% |
| VGK | Buy | Vanguard FTSE Europeftse europe etf | $81,000 | +1520.0% | 1,296 | +1628.0% | 0.00% | – |
| ABR | Arbor RLTY TR Inc | $85,000 | -7.6% | 5,000 | 0.0% | 0.00% | 0.0% | |
| ADM | Buy | Archer Daniels | $77,000 | +37.5% | 854 | +3.0% | 0.00% | +50.0% |
| VSS | Buy | Vanguard FTSE All-Wld ex-US SmCp ETFftse smcap etf | $86,000 | +561.5% | 696 | +632.6% | 0.00% | – |
| SO | Buy | Southern Co | $90,000 | +30.4% | 1,247 | +23.6% | 0.00% | +50.0% |
| MGK | Vanguard Mega Cap Growth ETFmega grwth ind | $93,000 | -9.7% | 394 | 0.0% | 0.00% | 0.0% | |
| ZS | Zscaler Inc Com | $98,000 | -24.6% | 405 | 0.0% | 0.00% | -25.0% | |
| QUAL | iShares Edge MSCI USA Quality Factor ETFmsci usa qlt fct | $98,000 | -7.5% | 726 | 0.0% | 0.00% | 0.0% | |
| IPAY | ETFMG Prime Mobile Payments ETFprime mobile pay | $102,000 | -10.5% | 1,958 | 0.0% | 0.00% | -25.0% | |
| ARWR | Arrowhead | $103,000 | -30.4% | 2,233 | 0.0% | 0.00% | -40.0% | |
| CDK | CDK Global Inc Com | $81,000 | +15.7% | 1,666 | 0.0% | 0.00% | +50.0% | |
| HLI | Houlihan Lokey Inccl a | $79,000 | -15.1% | 900 | 0.0% | 0.00% | 0.0% | |
| NVO | Sell | Novo Nordisk A/Sadr | $90,000 | -6.2% | 800 | -6.9% | 0.00% | 0.0% |
| JWN | Nordstrom Inc Com | $73,000 | +19.7% | 2,688 | 0.0% | 0.00% | 0.0% | |
| DLR | Buy | Digital Realty Trust Inc | $66,000 | -17.5% | 462 | +2.4% | 0.00% | -33.3% |
| EFAX | MSCI EAFE Fossil Fuel Free ETFmsci eafe fs etf | $68,000 | -8.1% | 881 | 0.0% | 0.00% | 0.0% | |
| COIN | Coinbase Global Inc. | $69,000 | -25.0% | 366 | 0.0% | 0.00% | -33.3% | |
| MSEX | Middlesex Water Company | $74,000 | -11.9% | 700 | 0.0% | 0.00% | -33.3% | |
| BKNG | Buy | Booking Holdings Inc | $59,000 | +28.3% | 25 | +31.6% | 0.00% | +100.0% |
| CLX | Buy | Clorox Co Com | $63,000 | -18.2% | 455 | +3.4% | 0.00% | 0.0% |
| XLU | Sell | Utilities Select Sector SPDR ETFsbi int-utils | $60,000 | -45.9% | 800 | -48.4% | 0.00% | -50.0% |
| SHCR | Sharecare Inc | $49,000 | -45.6% | 20,000 | 0.0% | 0.00% | -33.3% | |
| BIIB | Buy | Biogen Inc | $76,000 | +744.4% | 362 | +852.6% | 0.00% | – |
| SHOP | Sell | Shopify Inc.cl a | $62,000 | -77.4% | 91 | -54.3% | 0.00% | -77.8% |
| NTAP | Buy | Netapp Inc Com | $53,000 | +2550.0% | 637 | +3438.9% | 0.00% | – |
| GOVT | iShares US Treasury Bond ETFus treas bd etf | $52,000 | -7.1% | 2,101 | 0.0% | 0.00% | 0.0% | |
| CTAS | Buy | Cintas Corp | $66,000 | 0.0% | 154 | +4.1% | 0.00% | 0.0% |
| USMV | iShares Edge MSCI Min Vol USAmsci usa min vol | $66,000 | -4.3% | 848 | 0.0% | 0.00% | 0.0% | |
| SF | Stifel Financial Corporation | $69,000 | -2.8% | 1,012 | 0.0% | 0.00% | 0.0% | |
| NUE | Buy | Nucor Corp Com | $60,000 | +36.4% | 403 | +4.1% | 0.00% | +100.0% |
| SLGG | Super League Gaming | $68,000 | -20.0% | 36,000 | 0.0% | 0.00% | -33.3% | |
| EMXC | New | iShares MSCI Emr MRK (ex Chna)msci emrg chn | $76,000 | – | 1,300 | +100.0% | 0.00% | – |
| HSY | Hershey Company Com | $51,000 | +13.3% | 235 | 0.0% | 0.00% | +100.0% | |
| CHE | Chemed Corp New | $54,000 | -3.6% | 106 | 0.0% | 0.00% | 0.0% | |
| EBAY | Buy | eBay Inc | $53,000 | -11.7% | 919 | +1.4% | 0.00% | 0.0% |
| OVV | Sell | Ovintiv Inc Com | $65,000 | -39.8% | 1,194 | -62.8% | 0.00% | -33.3% |
| EQNR | Equinor Asa Spon ADRsponsored adr | $47,000 | +42.4% | 1,262 | 0.0% | 0.00% | +100.0% | |
| PNC | Buy | PNC Financial | $56,000 | +14.3% | 304 | +23.6% | 0.00% | 0.0% |
| TFC | Sell | Truist Financial Corp | $58,000 | -22.7% | 1,025 | -20.2% | 0.00% | 0.0% |
| PPG | Buy | PPG Industries Inc | $48,000 | -18.6% | 365 | +6.7% | 0.00% | 0.0% |
| CERN | Sell | Cerner Corp Com | $54,000 | -1.8% | 574 | -3.2% | 0.00% | 0.0% |
| PATH | Sell | UiPath Inccl a | $56,000 | -52.9% | 2,593 | -6.3% | 0.00% | -50.0% |
| PHO | Invesco Water Resources ETFwater res etf | $69,000 | -12.7% | 1,292 | 0.0% | 0.00% | 0.0% | |
| PAYX | Buy | Paychex Inc Com | $74,000 | +12.1% | 544 | +12.4% | 0.00% | 0.0% |
| AZN | Sell | Astrazeneca ADR Eachsponsored adr | $60,000 | -58.6% | 898 | -64.1% | 0.00% | -60.0% |
| KRBN | KFA Global Carbon ETFglobal carb stra | $50,000 | -9.1% | 1,077 | 0.0% | 0.00% | 0.0% | |
| VNM | VanEck Vectors Vietnam ETFvaneck vietnam | $51,000 | -10.5% | 2,696 | 0.0% | 0.00% | 0.0% | |
| VOOG | Vanguard S&P 500 Growth Index ETF500 grth idx f | $46,000 | -8.0% | 167 | 0.0% | 0.00% | 0.0% | |
| PGX | Invesco Preferred ETFpfd etf | $63,000 | -8.7% | 4,620 | 0.0% | 0.00% | 0.0% | |
| ACA | Arcosa Inc Com | $56,000 | +7.7% | 980 | 0.0% | 0.00% | 0.0% | |
| LHX | Buy | L3 Harris Technologies | $50,000 | +22.0% | 200 | +4.2% | 0.00% | +100.0% |
| ANSS | Buy | Ansys Inc | $51,000 | -1.9% | 159 | +22.3% | 0.00% | 0.0% |
| AVXL | Sell | Anavex Life Sciences | $47,000 | -30.9% | 3,800 | -3.5% | 0.00% | 0.0% |
| VGSH | Vanguard Short-Term Treasury ETFshort term treas | $63,000 | -3.1% | 1,063 | 0.0% | 0.00% | 0.0% | |
| PIO | Invesco Global Water ETFglobal water | $75,000 | -15.7% | 2,059 | 0.0% | 0.00% | -33.3% | |
| VTR | Buy | Ventas Inc | $69,000 | +23.2% | 1,106 | +2.4% | 0.00% | 0.0% |
| VOT | New | Vanguard Mid Cap Growth ETFmcap gr idxvip | $55,000 | – | 248 | +100.0% | 0.00% | – |
| VBK | New | Vanguard Small Cap Growth ETFsml cp grw etf | $53,000 | – | 214 | +100.0% | 0.00% | – |
| AIG | Sell | American Intl Group | $46,000 | +9.5% | 739 | -0.3% | 0.00% | +100.0% |
| FDG | New | American Century Focused Dynamic Growth ETFfocused dynamic | $72,000 | – | 992 | +100.0% | 0.00% | – |
| CCL | Buy | Carnival Corp Paired | $49,000 | +63.3% | 2,430 | +62.8% | 0.00% | +100.0% |
| EWY | New | iShares MSCI South Korea ETFmsci sth kor etf | $50,000 | – | 700 | +100.0% | 0.00% | – |
| EPD | Enterprise Products | $52,000 | +18.2% | 2,000 | 0.0% | 0.00% | +100.0% | |
| CSM | Buy | ProShares Large Cap Core Pluslarge cap cre | $68,000 | -4.2% | 1,268 | +100.0% | 0.00% | 0.0% |
| MVV | ProShares Ultra MidCap400 | $67,000 | -11.8% | 1,075 | 0.0% | 0.00% | 0.0% | |
| WAT | Buy | Waters Corp | $65,000 | -14.5% | 209 | +3.0% | 0.00% | 0.0% |
| LQD | Buy | iShares iBoxx $ Investment Grade Corp.Bond ETFiboxx inv cp etf | $67,000 | -8.2% | 551 | +0.4% | 0.00% | 0.0% |
| WYNN | Buy | WYNN Resorts LTD | $66,000 | -2.9% | 827 | +2.7% | 0.00% | 0.0% |
| ZION | Buy | Zions Bancorporation | $76,000 | +8.6% | 1,159 | +4.4% | 0.00% | 0.0% |
| APD | Buy | Air Products & Chem | $47,000 | -9.6% | 187 | +9.4% | 0.00% | 0.0% |
| REGN | Buy | Regeneron | $50,000 | +38.9% | 71 | +24.6% | 0.00% | +100.0% |
| ALLE | Allegion PLC | $56,000 | -17.6% | 510 | 0.0% | 0.00% | 0.0% | |
| CSGP | Costar Group Inc Com | $47,000 | -16.1% | 710 | 0.0% | 0.00% | 0.0% | |
| CTVA | Buy | Corteva Inc Com | $61,000 | +32.6% | 1,063 | +8.6% | 0.00% | +100.0% |
| REX | Rex American Resources | $56,000 | +3.7% | 562 | 0.0% | 0.00% | 0.0% | |
| DPZ | Buy | Dominos Pizza Inc. | $55,000 | -25.7% | 135 | +2.3% | 0.00% | 0.0% |
| HPQ | Buy | HP Inc Com | $49,000 | +2.1% | 1,350 | +5.6% | 0.00% | 0.0% |
| MPC | Buy | Marathon Petroleum | $58,000 | +45.0% | 675 | +7.0% | 0.00% | +100.0% |
| ICF | iShares Cohen & Steers REIT ETFcohen steer reit | $57,000 | -6.6% | 800 | 0.0% | 0.00% | 0.0% | |
| DocGo Inc | $46,000 | -2.1% | 5,000 | 0.0% | 0.00% | +100.0% | ||
| ENB | Buy | Enbridge Inc | $50,000 | +2400.0% | 1,092 | +2000.0% | 0.00% | – |
| DISCA | Buy | Discovery Inc A | $56,000 | +1020.0% | 2,248 | +1002.0% | 0.00% | – |
| ARKK | ARK Innovation ETFinnovation etf | $46,000 | -30.3% | 698 | 0.0% | 0.00% | 0.0% | |
| New | Constellation Energy | $50,000 | – | 885 | +100.0% | 0.00% | – | |
| KGC | Kinross Gold Corp | $36,000 | +2.9% | 6,055 | 0.0% | 0.00% | 0.0% | |
| MARK | Remark HLDGS Inc Com | $16,000 | -20.0% | 20,000 | 0.0% | 0.00% | 0.0% | |
| NTRS | Buy | Northern Trust Corp | $18,000 | +5.9% | 154 | +11.6% | 0.00% | 0.0% |
| NSC | Sell | Norfolk Southern | $40,000 | -98.7% | 139 | -98.6% | 0.00% | -98.9% |
| PEB | Pebblebrook Hotel | $26,000 | +8.3% | 1,081 | 0.0% | 0.00% | 0.0% | |
| PTON | Peloton Interactive | $41,000 | -25.5% | 1,542 | 0.0% | 0.00% | -50.0% | |
| LOPE | Grand Canyon Ed Inc | $31,000 | +14.8% | 317 | 0.0% | 0.00% | 0.0% | |
| ISTB | iShares Core 1-5 Year USD Bond ETFcore 1 5 yr usd | $25,000 | -3.8% | 518 | 0.0% | 0.00% | 0.0% | |
| FANG | Buy | Diamondback Energy | $31,000 | +63.2% | 225 | +25.7% | 0.00% | 0.0% |
| CVE | Sell | Cenovus Energy Inc | $20,000 | -85.4% | 1,180 | -89.4% | 0.00% | -75.0% |
| FRC | Buy | First Republic Bank | $37,000 | -15.9% | 227 | +6.1% | 0.00% | 0.0% |
| NICE | Nice LTD ADR-Eachsponsored adr | $22,000 | -29.0% | 101 | 0.0% | 0.00% | 0.0% | |
| KR | Buy | Kroger Co Com | $17,000 | +70.0% | 290 | +26.1% | 0.00% | – |
| CIDM | New | Cinedigm Corp Com | $20,000 | – | 23,994 | +100.0% | 0.00% | – |
| SCCO | Southern Copper Corp | $24,000 | +20.0% | 320 | 0.0% | 0.00% | 0.0% | |
| ARKG | ARK Genomic Revolution ETgenomic rev etf | $23,000 | -23.3% | 491 | 0.0% | 0.00% | 0.0% | |
| SPLV | Invesco S&P 500 Low Volatility ETFs&p500 low vol | $26,000 | 0.0% | 386 | 0.0% | 0.00% | 0.0% | |
| MIME | Mimecast LTD | $39,000 | 0.0% | 495 | 0.0% | 0.00% | 0.0% | |
| ARES | Ares Management | $38,000 | 0.0% | 470 | 0.0% | 0.00% | 0.0% | |
| LI-Cycle Holdings | $33,000 | -15.4% | 3,935 | 0.0% | 0.00% | 0.0% | ||
| MSOS | AdvisorShares Pure US Cannabis ETFpure us cannabis | $42,000 | -17.6% | 2,000 | 0.0% | 0.00% | -50.0% | |
| Buy | Lilium NV | $39,000 | +8.3% | 9,761 | +86.1% | 0.00% | 0.0% | |
| SONY | Sell | Sony Corp Spon ADRsponsored adr | $23,000 | -50.0% | 222 | -39.0% | 0.00% | 0.0% |
| SOFI | Sofi Technologies | $33,000 | -40.0% | 3,500 | 0.0% | 0.00% | -50.0% | |
| NRZ | New Residential Invt | $35,000 | 0.0% | 3,174 | 0.0% | 0.00% | 0.0% | |
| CFG | Buy | Citizens Finl Group | $21,000 | +40.0% | 461 | +47.3% | 0.00% | – |
| AOS | A.O. Smith Corp. | $27,000 | -27.0% | 426 | 0.0% | 0.00% | 0.0% | |
| NEOG | Neogen CP | $18,000 | -30.8% | 572 | 0.0% | 0.00% | 0.0% | |
| NKTR | Sell | Nektar Therapeutics | $32,000 | -70.4% | 5,973 | -25.3% | 0.00% | -66.7% |
| APPH | Appharvest Inc | $23,000 | +43.8% | 4,225 | 0.0% | 0.00% | 0.0% | |
| SPG | Sell | Simon Property Group Inc | $28,000 | -92.0% | 213 | -90.2% | 0.00% | -90.9% |
| BG | Bunge LTD | $34,000 | +17.2% | 310 | 0.0% | 0.00% | 0.0% | |
| APA | Buy | Apa | $22,000 | +83.3% | 534 | +18.9% | 0.00% | – |
| SLAB | Silicon Laboratories | $30,000 | -26.8% | 200 | 0.0% | 0.00% | 0.0% | |
| AFL | Buy | Aflac Inc | $42,000 | +27.3% | 652 | +15.6% | 0.00% | 0.0% |
| INFY | Infosys LTD Spon ADRsponsored adr | $18,000 | 0.0% | 709 | 0.0% | 0.00% | 0.0% | |
| NDAQ | Buy | Nasdaq Inc | $17,000 | 0.0% | 97 | +21.2% | 0.00% | 0.0% |
| BFB | Buy | Brown-Forman Corpcl b | $23,000 | 0.0% | 339 | +9.4% | 0.00% | 0.0% |
| MGA | Sell | Magna Intl Inc Com | $24,000 | -53.8% | 370 | -42.3% | 0.00% | -50.0% |
| FCPT | Four Corners PPTY TR | $20,000 | -9.1% | 728 | 0.0% | 0.00% | 0.0% | |
| VONG | Buy | Vanguard Russell 1000 Growth ETFvng rus1000grw | $24,000 | -11.1% | 341 | +0.3% | 0.00% | 0.0% |
| VGIT | Vanguard Intermediate-Term Treasury ETFinter term treas | $16,000 | -5.9% | 251 | 0.0% | 0.00% | 0.0% | |
| VONE | Vanguard Russell 1000 Index ETFvng rus1000idx | $23,000 | -4.2% | 109 | 0.0% | 0.00% | 0.0% | |
| VCIT | Vanguard Intermediate-Term Corporate Bond ETFint-term corp | $19,000 | -9.5% | 222 | 0.0% | 0.00% | 0.0% | |
| VRNS | Varonis Systems Inc | $30,000 | 0.0% | 625 | 0.0% | 0.00% | 0.0% | |
| LRCX | Buy | Lam Research Corp | $16,000 | 0.0% | 29 | +31.8% | 0.00% | 0.0% |
| CPT | Sell | Camden Property Trustsh ben int | $21,000 | -8.7% | 127 | -0.8% | 0.00% | 0.0% |
| AMP | Buy | Ameriprise Financial | $35,000 | +9.4% | 116 | +9.4% | 0.00% | 0.0% |
| HUM | Buy | Humana Inc | $37,000 | +5.7% | 84 | +12.0% | 0.00% | 0.0% |
| FERG | Ferguson PLC | $17,000 | -26.1% | 128 | 0.0% | 0.00% | 0.0% | |
| AWK | Buy | American Water Works | $24,000 | +9.1% | 145 | +21.8% | 0.00% | 0.0% |
| FITB | Sell | Fifth Third Bancorp | $19,000 | -47.2% | 432 | -46.9% | 0.00% | 0.0% |
| IWY | iShares Russell Top 200 Growth Index Fundrus tp200 gr etf | $30,000 | -6.2% | 187 | 0.0% | 0.00% | 0.0% | |
| RWX | New | SPDR Dow Jones Inter Real Estate ETFdj intl rl etf | $18,000 | – | 527 | +100.0% | 0.00% | – |
| AMH | Buy | American Homes 4cl a | $30,000 | -6.2% | 744 | +0.3% | 0.00% | 0.0% |
| DVN | Buy | Devon Energy Corp | $44,000 | +57.1% | 745 | +16.2% | 0.00% | 0.0% |
| CMA | Buy | Comerica Inc | $33,000 | +17.9% | 358 | +12.2% | 0.00% | 0.0% |
| MRO | Buy | Marathon Oil | $22,000 | +83.3% | 872 | +22.0% | 0.00% | – |
| PIPR | Piper Jaffray Cos | $22,000 | -26.7% | 168 | 0.0% | 0.00% | 0.0% | |
| SHCRW | Sharecare Inc*w exp 07/01/202 | $18,000 | -51.4% | 60,000 | 0.0% | 0.00% | 0.0% | |
| GSK | GlaxoSmithKline ADRsponsored adr | $32,000 | -3.0% | 730 | 0.0% | 0.00% | 0.0% | |
| S | Sentinelone Inccl a | $22,000 | -24.1% | 570 | 0.0% | 0.00% | 0.0% | |
| VRTX | Buy | Vertex Pharmaceutcls | $45,000 | +55.2% | 174 | +32.8% | 0.00% | 0.0% |
| SRE | Buy | Sempra Energy | $27,000 | +58.8% | 158 | +23.4% | 0.00% | 0.0% |
| GPN | Buy | Global PMTS Inc Com | $18,000 | +63.6% | 131 | +59.8% | 0.00% | – |
| IQV | Buy | IQVIA Holdings Inc | $27,000 | +3.8% | 115 | +25.0% | 0.00% | 0.0% |
| HBAN | Buy | Huntington | $18,000 | +28.6% | 1,204 | +38.9% | 0.00% | – |
| CTEC | Buy | Global X CleanTech ETFcleantech etf | $42,000 | -4.5% | 2,501 | +0.8% | 0.00% | 0.0% |
| MOS | Buy | Mosaic Co New Com | $26,000 | +100.0% | 397 | +16.4% | 0.00% | – |
| IYF | iShares US Financials ETFu.s. finls etf | $22,000 | -4.3% | 262 | 0.0% | 0.00% | 0.0% | |
| HCA | Buy | Hca Healthcare Inc | $24,000 | +50.0% | 97 | +51.6% | 0.00% | 0.0% |
| EOG | Sell | Eog Resources Inc | $24,000 | +26.3% | 203 | -3.3% | 0.00% | 0.0% |
| VNT | Sell | Vontier Corp. | $25,000 | -19.4% | 984 | -1.4% | 0.00% | 0.0% |
| COF | Buy | Capital One | $19,000 | +5.6% | 143 | +13.5% | 0.00% | 0.0% |
| PGR | Buy | Progressive | $18,000 | +63.6% | 155 | +47.6% | 0.00% | – |
| LOCO | Buy | El Pollo Loco | $19,000 | +72.7% | 1,650 | +108.3% | 0.00% | – |
| DD | Sell | DuPont De Nemours | $22,000 | -24.1% | 301 | -15.2% | 0.00% | 0.0% |
| ROL | Buy | Rollins Inc Com | $43,000 | +7.5% | 1,222 | +5.3% | 0.00% | 0.0% |
| SPOT | Spotify Technology | $30,000 | -36.2% | 200 | 0.0% | 0.00% | 0.0% | |
| XLI | Industrial Select Sector SPDR ETFsbi int-inds | $32,000 | -3.0% | 313 | 0.0% | 0.00% | 0.0% | |
| ROP | Buy | Roper Technologies | $27,000 | +28.6% | 58 | +34.9% | 0.00% | 0.0% |
| KXI | Buy | iShares Global Consumer Staples ETFglb cnsm stp etf | $35,000 | -2.8% | 557 | +0.2% | 0.00% | 0.0% |
| AA | Alcoa Corporation | $40,000 | +48.1% | 445 | 0.0% | 0.00% | 0.0% | |
| CSX | Sell | CSX Corp | $30,000 | -44.4% | 805 | -44.3% | 0.00% | -50.0% |
| MDLZ | Sell | Mondelez Intl Inccl a | $32,000 | -99.5% | 505 | -99.5% | 0.00% | -99.5% |
| HAL | Halliburton Co Com | $18,000 | +63.6% | 484 | 0.0% | 0.00% | – | |
| PEG | Buy | Public SVC | $44,000 | +12.8% | 635 | +8.4% | 0.00% | 0.0% |
| SMG | Scotts Miracle-Grocl a | $37,000 | -22.9% | 300 | 0.0% | 0.00% | -50.0% | |
| LNC | Buy | Lincoln National | $24,000 | +9.1% | 364 | +11.0% | 0.00% | 0.0% |
| LYV | Buy | Live Nation | $16,000 | +14.3% | 136 | +15.3% | 0.00% | – |
| CUBE | Sell | Cubesmart Com | $30,000 | -6.2% | 563 | -0.7% | 0.00% | 0.0% |
| BE | Bloom Energy Corp | $26,000 | +8.3% | 1,097 | 0.0% | 0.00% | 0.0% | |
| CP | Buy | Canadian Pacific | $24,000 | +20.0% | 290 | +6.2% | 0.00% | 0.0% |
| QLYS | Qualys Inc Com | $43,000 | +4.9% | 299 | 0.0% | 0.00% | 0.0% | |
| LMT | Buy | Lockheed Martin Corp | $43,000 | +59.3% | 97 | +29.3% | 0.00% | 0.0% |
| MUB | Sell | iShares National Muni Bond ETFnational mun etf | $17,000 | -58.5% | 155 | -56.1% | 0.00% | 0.0% |
| IDXX | Buy | Idexx Laboratories | $16,000 | +45.5% | 30 | +87.5% | 0.00% | – |
| BSX | Buy | Boston Scientific | $43,000 | +19.4% | 971 | +13.4% | 0.00% | 0.0% |
| SPXC | S P X Corp | $17,000 | -15.0% | 340 | 0.0% | 0.00% | 0.0% | |
| AKAM | Buy | Akamai Technologies | $45,000 | +7.1% | 376 | +5.3% | 0.00% | 0.0% |
| SLB | Buy | Schlumberger Limited | $38,000 | +52.0% | 917 | +8.8% | 0.00% | 0.0% |
| SAP | SAP Se Spon ADRspon adr | $21,000 | -19.2% | 187 | 0.0% | 0.00% | 0.0% | |
| AMC | Amc Entertainment | $39,000 | -9.3% | 1,580 | 0.0% | 0.00% | 0.0% | |
| RRC | Range Resources Corp | $18,000 | +80.0% | 586 | 0.0% | 0.00% | – | |
| MRNA | Buy | Moderna Inc | $28,000 | -20.0% | 161 | +17.5% | 0.00% | 0.0% |
| RPD | Rapid7 Inc | $33,000 | -5.7% | 295 | 0.0% | 0.00% | 0.0% | |
| RJF | Buy | Raymond James | $33,000 | +17.9% | 303 | +7.4% | 0.00% | 0.0% |
| ILMN | Sell | Illumina Inc | $23,000 | -11.5% | 67 | -1.5% | 0.00% | 0.0% |
| SHY | iShares 1-3 Year Treasury Bond ETF1 3 yr treas bd | $30,000 | -3.2% | 360 | 0.0% | 0.00% | 0.0% | |
| TENB | Sell | Tenable HLDGS Inc | $42,000 | -2.3% | 720 | -7.6% | 0.00% | 0.0% |
| BBAX | JPMorgan BetaBuilders Dev Asia ex-Japan ETFbetabuilders dev | $16,000 | +6.7% | 283 | 0.0% | 0.00% | – | |
| AJG | Sell | Arthur J. Gallagher & Co. | $27,000 | -15.6% | 154 | -18.1% | 0.00% | 0.0% |
| J | Buy | Jacobs Engr Group | $30,000 | 0.0% | 220 | +2.3% | 0.00% | 0.0% |
| HPE | Sell | Hewlett Packard | $19,000 | -45.7% | 1,147 | -48.4% | 0.00% | 0.0% |
| OGN | Buy | Organon & Co | $18,000 | +12.5% | 529 | +2.3% | 0.00% | 0.0% |
| OGS | Sell | One Gas Inc | $44,000 | +12.8% | 500 | -0.8% | 0.00% | 0.0% |
| GNTX | Gentex Corp Com | $22,000 | -18.5% | 767 | 0.0% | 0.00% | 0.0% | |
| IX | Orix Corporationsponsored adr | $20,000 | -4.8% | 204 | 0.0% | 0.00% | 0.0% | |
| CMF | iShares California Muni Bond ETFcalif mun bd etf | $26,000 | -7.1% | 452 | 0.0% | 0.00% | 0.0% | |
| FAST | Buy | Fastenal Com STK | $42,000 | +2.4% | 707 | +9.3% | 0.00% | 0.0% |
| ZBH | Buy | Zimmer Biomet Holdings Inc | $32,000 | +10.3% | 249 | +10.2% | 0.00% | 0.0% |
| MMC | Sell | Marsh & McLennan Companies, Inc. | $29,000 | -44.2% | 168 | -43.2% | 0.00% | -50.0% |
| DISCK | Buy | Discovery Inc C | $18,000 | +28.6% | 740 | +20.9% | 0.00% | – |
| KLAC | Buy | KLA Corp. | $35,000 | -7.9% | 95 | +8.0% | 0.00% | 0.0% |
| BCE | BCE, Inc. | $18,000 | +5.9% | 326 | 0.0% | 0.00% | 0.0% | |
| TRYP | SonicShares Airlines Hotels Cruise Linessonicshares air | $19,000 | 0.0% | 4,089 | 0.0% | 0.00% | 0.0% | |
| EVT | Eaton Vance Tax Advantaged Dividend Inc | $32,000 | -3.0% | 1,095 | 0.0% | 0.00% | 0.0% | |
| Toast Inccl a | $20,000 | -37.5% | 921 | 0.0% | 0.00% | 0.0% | ||
| AVA | Sell | Avista Corp | $45,000 | +4.7% | 1,000 | -1.0% | 0.00% | 0.0% |
| TM | Toyota Motor Corp.ads | $25,000 | -3.8% | 141 | 0.0% | 0.00% | 0.0% | |
| A | Buy | Agilent Technologies | $18,000 | +38.5% | 134 | +59.5% | 0.00% | – |
| TDG | Buy | Transdigm Group Inc | $27,000 | +8.0% | 41 | +2.5% | 0.00% | 0.0% |
| BBCA | JPMorgan BetaBuilders Canada ETFbetabuilders cda | $21,000 | +5.0% | 296 | 0.0% | 0.00% | 0.0% | |
| TRGP | Targa Resources Corp | $27,000 | +42.1% | 358 | 0.0% | 0.00% | 0.0% | |
| TREX | Trex Inc | $23,000 | -51.1% | 348 | 0.0% | 0.00% | 0.0% | |
| BBJP | JPMorgan BetaBuilders Japan ETFbetabuldrs japan | $23,000 | -8.0% | 462 | 0.0% | 0.00% | 0.0% | |
| SIVB | Buy | SVB Finl Group | $21,000 | +16.7% | 37 | +37.0% | 0.00% | 0.0% |
| TWLO | Buy | Twilio Inc - Acl a | $29,000 | +123.1% | 174 | +255.1% | 0.00% | – |
| RCL | Buy | Royal Caribbean | $18,000 | +38.5% | 213 | +23.8% | 0.00% | – |
| PNM | PNM Resources Inc | $26,000 | +4.0% | 550 | 0.0% | 0.00% | 0.0% | |
| DBRG | Digitalbridge Group Inc | $23,000 | -11.5% | 3,161 | 0.0% | 0.00% | 0.0% | |
| CYTK | Cytokinetics, Inc. CMN | $19,000 | -17.4% | 505 | 0.0% | 0.00% | 0.0% | |
| RF | Buy | Regions Finl Corp | $30,000 | +15.4% | 1,348 | +13.5% | 0.00% | 0.0% |
| BBEU | JPMorgan BetaBuilders Europe ETFbetabuilders eur | $41,000 | -8.9% | 750 | 0.0% | 0.00% | 0.0% | |
| ADSK | Sell | Autodesk Inc Com | $26,000 | -43.5% | 123 | -25.5% | 0.00% | 0.0% |
| MTB | Buy | M &T Bank Corp Com | $16,000 | +23.1% | 97 | +15.5% | 0.00% | – |
| ITRI | New | Itron Inc | $16,000 | – | 300 | +100.0% | 0.00% | – |
| ORLY | Buy | Oreilly Automotive | $22,000 | +29.4% | 32 | +33.3% | 0.00% | 0.0% |
| EQH | Equitable Holdings Inc | $18,000 | -5.3% | 578 | 0.0% | 0.00% | 0.0% | |
| EW | Buy | Edwards Lifesciences | $26,000 | -3.7% | 219 | +3.3% | 0.00% | 0.0% |
| PCAR | Buy | PACCAR Inc | $20,000 | +25.0% | 225 | +25.0% | 0.00% | 0.0% |
| HIG | Buy | Hartford Financial | $21,000 | +16.7% | 285 | +7.1% | 0.00% | 0.0% |
| ATRC | Atricure Inc | $16,000 | -5.9% | 250 | 0.0% | 0.00% | 0.0% | |
| MRVL | Sell | Marvell Technology Group | $22,000 | -26.7% | 308 | -9.9% | 0.00% | 0.0% |
| CHDN | Churchill Downs Inc | $39,000 | -9.3% | 177 | 0.0% | 0.00% | 0.0% | |
| SPWR | Sunpower Corporation CMN | $16,000 | 0.0% | 745 | 0.0% | 0.00% | 0.0% | |
| PAAS | Pan Amern Silver | $27,000 | +8.0% | 990 | 0.0% | 0.00% | 0.0% | |
| BK | Buy | Bank Of New York | $32,000 | -5.9% | 646 | +8.8% | 0.00% | 0.0% |
| NOC | Buy | Northrop Grumman | $36,000 | +28.6% | 81 | +12.5% | 0.00% | 0.0% |
| INCY | Buy | Incyte Corp Com | $18,000 | +80.0% | 230 | +60.8% | 0.00% | – |
| SEDG | New | Solaredge Tech | $7,000 | – | 22 | +100.0% | 0.00% | – |
| BBY | Buy | Best Buy Co Inc Com | $5,000 | +150.0% | 58 | +205.3% | 0.00% | – |
| BERY | Berry Global Group Inc | $6,000 | -14.3% | 99 | 0.0% | 0.00% | – | |
| SWN | Southwestern Energy | $6,000 | +50.0% | 823 | 0.0% | 0.00% | – | |
| SPTN | Spartannash Co | $3,000 | +50.0% | 97 | 0.0% | 0.00% | – | |
| SAVE | Spirit Airls Inc Com | $0 | – | 10 | 0.0% | 0.00% | – | |
| WRB | Buy | Berkley W R Corp Com | $8,000 | +33.3% | 116 | +48.7% | 0.00% | – |
| BLI | Berkeley Lights Inc | $6,000 | -60.0% | 800 | 0.0% | 0.00% | – | |
| New | Bath &body Works Inc | $2,000 | – | 36 | +100.0% | 0.00% | – | |
| STT | Sell | State STR Corp Com | $9,000 | -35.7% | 107 | -30.1% | 0.00% | – |
| SFIX | New | Stitch Fix Inc Com | $2,000 | – | 180 | +100.0% | 0.00% | – |
| STM | Stmicroelectronicsny registry | $8,000 | -11.1% | 185 | 0.0% | 0.00% | – | |
| STOR | Sell | Store Capital Corporation | $2,000 | -83.3% | 68 | -80.2% | 0.00% | – |
| SMFG | Sumitomo Mitsui Finlsponsored adr | $2,000 | 0.0% | 250 | 0.0% | 0.00% | – | |
| SLF | Sun Life Financial Inc | $6,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
| NOVA | New | Sunnova Energy Intl Inc | $3,000 | – | 139 | +100.0% | 0.00% | – |
| RUN | New | Sunrun Inc. | $3,000 | – | 103 | +100.0% | 0.00% | – |
| Sylvamo Corp | $0 | – | 9 | 0.0% | 0.00% | – | ||
| SNV | Synovus Financial | $5,000 | 0.0% | 106 | 0.0% | 0.00% | – | |
| SYF | Sell | Synchrony Financial | $2,000 | -80.0% | 67 | -67.3% | 0.00% | – |
| SYBX | Synlogic Inc | $13,000 | -7.1% | 5,591 | 0.0% | 0.00% | – | |
| BMO | Bank Of Montreal Com | $2,000 | 0.0% | 21 | 0.0% | 0.00% | – | |
| BSBR | Banco Santander Brasil ADRads rep 1 unit | $5,000 | +25.0% | 689 | 0.0% | 0.00% | – | |
| SAN | Banco Santander SAadr | $1,000 | 0.0% | 373 | 0.0% | 0.00% | – | |
| BBVA | Banco Bilbao Vizcayasponsored adr | $10,000 | -9.1% | 1,800 | 0.0% | 0.00% | – | |
| TTWO | Buy | Take-Two Interactive | $6,000 | +50.0% | 41 | +86.4% | 0.00% | – |
| TAL | New | TAL Ed Group ADRsponsored ads | $5,000 | – | 1,564 | +100.0% | 0.00% | – |
| TPR | New | Tapestry Inc Com | $2,000 | – | 49 | +100.0% | 0.00% | – |
| BBD | Banco Bradesco SA SPsp adr pfd new | $10,000 | +42.9% | 2,047 | 0.0% | 0.00% | – | |
| TTM | Tata Motors Limitedsponsored adr | $10,000 | -16.7% | 369 | 0.0% | 0.00% | – | |
| TFX | Buy | Teleflex Inc | $9,000 | +28.6% | 25 | +25.0% | 0.00% | – |
| TEF | Telefonica SA ADR Easponsored adr | $1,000 | 0.0% | 223 | 0.0% | 0.00% | – | |
| TME | Tencent Music Entertainment ADRspon ads | $6,000 | -25.0% | 1,131 | 0.0% | 0.00% | – | |
| TDC | Teradata Corp Del | $1,000 | 0.0% | 24 | 0.0% | 0.00% | – | |
| TER | Buy | Teradyne Inc Com | $2,000 | +100.0% | 21 | +320.0% | 0.00% | – |
| BLL | Sell | Ball Corp Com NPV | $6,000 | -72.7% | 66 | -71.2% | 0.00% | -100.0% |
| TTEK | Tetra Tech Inc New | $11,000 | -8.3% | 68 | 0.0% | 0.00% | – | |
| TXT | Buy | Textron Inc | $5,000 | +66.7% | 63 | +61.5% | 0.00% | – |
| TGTX | Buy | TG Therapeutics Inc | $2,000 | +100.0% | 219 | +236.9% | 0.00% | – |
| TTD | The Trade Desk Inc | $2,000 | -33.3% | 30 | 0.0% | 0.00% | – | |
| BKR | Buy | Baker Hughes A GE Cocl a | $15,000 | +150.0% | 414 | +68.3% | 0.00% | – |
| QFIN | New | 360 Digitech Incamerican dep | $1,000 | – | 45 | +100.0% | 0.00% | – |
| BKTI | BK Technologies | $0 | – | 1 | 0.0% | 0.00% | – | |
| BP | Sell | BP PLC Sponsored ADRsponsored adr | $1,000 | -98.1% | 18 | -99.1% | 0.00% | -100.0% |
| TLRY | Tilray Inc Com | $2,000 | 0.0% | 225 | 0.0% | 0.00% | – | |
| AVY | Buy | Avery Dennison Corp | $2,000 | +100.0% | 11 | +175.0% | 0.00% | – |
| TNL | Travel Plus Leisure | $6,000 | 0.0% | 112 | 0.0% | 0.00% | – | |
| TWOU | New | 2u Inc | $3,000 | – | 233 | +100.0% | 0.00% | – |
| TYL | New | Tyler Technologies | $2,000 | – | 4 | +100.0% | 0.00% | – |
| TSN | Buy | Tyson Foods Inc CL Acl a | $13,000 | +30.0% | 142 | +29.1% | 0.00% | – |
| UDR | Udr Inc | $0 | – | 7 | 0.0% | 0.00% | – | |
| AVNS | Avanos Med Inc | $0 | – | 5 | 0.0% | 0.00% | – | |
| UAA | New | Under Armour Inc Comcl a | $6,000 | – | 352 | +100.0% | 0.00% | – |
| UA | New | Under Armour Inc Class Ccl c | $4,000 | – | 276 | +100.0% | 0.00% | – |
| ACB | Aurora Cannabis Inc | $1,000 | -50.0% | 308 | 0.0% | 0.00% | – | |
| URI | Buy | United Rentals Inc | $15,000 | +114.3% | 42 | +100.0% | 0.00% | – |
| X | United States Steel | $12,000 | +71.4% | 305 | 0.0% | 0.00% | – | |
| ATO | Buy | Atmos Energy Corp | $3,000 | – | 28 | +600.0% | 0.00% | – |
| UTL | Unitil Corporation | $8,000 | +14.3% | 156 | 0.0% | 0.00% | – | |
| UHT | Sell | Universal Health Realty Incomesh ben int | $2,000 | -50.0% | 41 | -37.9% | 0.00% | – |
| UHS | Universal Health Services Bcl b | $1,000 | 0.0% | 9 | 0.0% | 0.00% | – | |
| UNM | Unum Group | $5,000 | +25.0% | 172 | 0.0% | 0.00% | – | |
| UPWK | Upwork Inc Com | $0 | – | 4 | 0.0% | 0.00% | – | |
| VFC | Buy | V F Corp Com NPV | $10,000 | +400.0% | 171 | +643.5% | 0.00% | – |
| AIZ | Sell | Assurant Inc | $4,000 | 0.0% | 23 | -8.0% | 0.00% | – |
| VALE | Sell | Vale S.A. Spons Adssponsored ads | $4,000 | -91.1% | 207 | -93.5% | 0.00% | -100.0% |
| ASB | Associated Banc Corp | $3,000 | 0.0% | 146 | 0.0% | 0.00% | – | |
| VVV | Valvoline Inc Com | $2,000 | 0.0% | 54 | 0.0% | 0.00% | – | |
| ASH | Ashland Global HLDGS | $7,000 | 0.0% | 68 | 0.0% | 0.00% | – | |
| RSX | New | VanEck Russia ETFvaneck russia et | $1,000 | – | 100 | +100.0% | 0.00% | – |
| ARW | Arrow Electronics | $7,000 | -12.5% | 58 | 0.0% | 0.00% | – | |
| ARRY | New | Array Technologies, Inc. CMN | $3,000 | – | 255 | +100.0% | 0.00% | – |
| VOOV | Vanguard S&P 500 Value Index ETF500 val idx fd | $8,000 | -11.1% | 56 | 0.0% | 0.00% | – | |
| ANET | Buy | Arista Networks Inc | $6,000 | +200.0% | 44 | +266.7% | 0.00% | – |
| ARNC | Arconic Corporation | $1,000 | 0.0% | 29 | 0.0% | 0.00% | – | |
| ATR | AptarGroup Inc | $9,000 | 0.0% | 76 | 0.0% | 0.00% | – | |
| New | Apollo Global Management Inc | $13,000 | – | 216 | +100.0% | 0.00% | – | |
| AIRC | Apartment Income REIT Corp | $0 | – | 9 | 0.0% | 0.00% | – | |
| ANAB | AnaptysBio Inc | $3,000 | -25.0% | 127 | 0.0% | 0.00% | – | |
| APH | Buy | Amphenol Corp Classcl a | $14,000 | +27.3% | 182 | +40.0% | 0.00% | – |
| AME | Sell | Ametek Inc | $10,000 | -47.4% | 75 | -40.5% | 0.00% | -100.0% |
| CRMT | Americas Car Mart | $2,000 | -33.3% | 31 | 0.0% | 0.00% | – | |
| AEP | American Elec PWR Co | $6,000 | +20.0% | 60 | 0.0% | 0.00% | – | |
| ACC | Sell | American Campus CMMTYS Inc | $6,000 | -68.4% | 101 | -69.9% | 0.00% | -100.0% |
| AAL | Buy | American Airlines | $7,000 | +133.3% | 382 | +99.0% | 0.00% | – |
| AEE | Sell | Ameren Corporation | $7,000 | 0.0% | 73 | -1.4% | 0.00% | – |
| MDRX | Allscripts | $6,000 | +20.0% | 245 | 0.0% | 0.00% | – | |
| ALLO | Allogene Therapeutics, Inc | $0 | – | 32 | 0.0% | 0.00% | – | |
| VTRS | Sell | Viatris Inc | $14,000 | -17.6% | 1,265 | -1.3% | 0.00% | -100.0% |
| VICI | Sell | Vici PPTYS Inc Com | $11,000 | -60.7% | 366 | -60.1% | 0.00% | -100.0% |
| New | Victoria's Secret & Co | $0 | – | 6 | +100.0% | 0.00% | – | |
| VCTR | New | Victory Capital Holdings Inc | $13,000 | – | 434 | +100.0% | 0.00% | – |
| VIPS | New | Vipshop HLDGS LTDsponsored ads a | $1,000 | – | 102 | +100.0% | 0.00% | – |
| LNT | Buy | Alliant Energy Corp | $3,000 | +200.0% | 52 | +205.9% | 0.00% | – |
| VMW | Buy | VMware Inc Class A | $11,000 | +1000.0% | 97 | +977.8% | 0.00% | – |
| VOD | Vodafone Group Sponsponsored adr | $12,000 | +9.1% | 729 | 0.0% | 0.00% | – | |
| VNO | Vornado Realty Trustsh ben int | $5,000 | 0.0% | 121 | 0.0% | 0.00% | – | |
| ADS | Alliance Data System | $2,000 | 0.0% | 33 | 0.0% | 0.00% | – | |
| VRM | New | Vroom Inc | $1,000 | – | 361 | +100.0% | 0.00% | – |
| WEC | Buy | Wec Energy Group Inc | $8,000 | +100.0% | 79 | +83.7% | 0.00% | – |
| WAB | New | Wabtec Corp Com | $1,000 | – | 8 | +100.0% | 0.00% | – |
| ALGN | Buy | Align Technology Inc | $10,000 | +42.9% | 23 | +109.1% | 0.00% | – |
| ARE | Buy | Alexandria Real | $4,000 | +100.0% | 22 | +144.4% | 0.00% | – |
| ALRS | Alerus Financial Corp | $1,000 | 0.0% | 20 | 0.0% | 0.00% | – | |
| ALB | Buy | Albemarle Corporation | $15,000 | +87.5% | 67 | +91.4% | 0.00% | – |
| FOXF | Exit | Fox Factory Holding | $0 | – | -21 | -100.0% | 0.00% | – |
| WST | Buy | West Pharmaceutical | $9,000 | +800.0% | 23 | +666.7% | 0.00% | – |
| WDC | Buy | Western Digital Corp | $5,000 | +25.0% | 100 | +49.3% | 0.00% | – |
| WU | Sell | Western Union Co | $1,000 | -50.0% | 50 | -60.9% | 0.00% | – |
| WRK | Westrock Co Com | $1,000 | 0.0% | 14 | 0.0% | 0.00% | – | |
| WHR | Sell | Whirlpool Corp | $7,000 | -98.1% | 39 | -97.5% | 0.00% | -100.0% |
| ALK | Alaska Air Group Inc | $4,000 | +33.3% | 66 | 0.0% | 0.00% | – | |
| WIT | Wipro Spon ADR Eachspon adr 1 sh | $1,000 | 0.0% | 72 | 0.0% | 0.00% | – | |
| JCOM | Exit | J2 Global Inc Com New | $0 | – | -30 | -100.0% | 0.00% | – |
| WF | Woori Financial Group Incsponsored ads | $6,000 | +20.0% | 169 | 0.0% | 0.00% | – | |
| ATSG | Air Trans SVCS Group | $7,000 | +16.7% | 200 | 0.0% | 0.00% | – | |
| WH | Wyndham Hotels | $9,000 | -10.0% | 112 | 0.0% | 0.00% | – | |
| XPO | Xpo Logistics Inc | $5,000 | 0.0% | 68 | 0.0% | 0.00% | – | |
| XYL | Buy | Xylem Inc Com | $8,000 | +300.0% | 99 | +661.5% | 0.00% | – |
| YUM | Sell | Yum Brands Inc | $6,000 | -80.6% | 48 | -78.2% | 0.00% | -100.0% |
| New | Zimvie Inc | $1,000 | – | 23 | +100.0% | 0.00% | – | |
| ZBRA | New | Zebra Technologiescl a | $7,000 | – | 16 | +100.0% | 0.00% | – |
| Z | Zillow Group Inc. Cl Ccl c cap stk | $2,000 | -33.3% | 46 | 0.0% | 0.00% | – | |
| AEG | Aegon N V NY | $0 | – | 8 | 0.0% | 0.00% | – | |
| DB | Deutsche Bank AG Ordnamen akt | $1,000 | 0.0% | 85 | 0.0% | 0.00% | – | |
| ADNT | Adient PLC | $1,000 | 0.0% | 16 | 0.0% | 0.00% | – | |
| AMCR | Buy | Amcor PLC Ordord | $6,000 | +50.0% | 503 | +61.2% | 0.00% | – |
| AON | Sell | Aon PLC | $7,000 | -69.6% | 22 | -71.8% | 0.00% | -100.0% |
| AXS | Axis Capital | $3,000 | +50.0% | 45 | 0.0% | 0.00% | – | |
| ASIX | AdvanSix Inc | $0 | – | 6 | 0.0% | 0.00% | – | |
| CPRI | Capri Holdings LTD | $5,000 | -16.7% | 92 | 0.0% | 0.00% | – | |
| BAP | Sell | Credicorp Com STK | $6,000 | -53.8% | 34 | -69.1% | 0.00% | – |
| ADPT | Adaptive Biotechnologies Corpo CMN | $7,000 | -53.3% | 537 | 0.0% | 0.00% | – | |
| ESGR | Enstar Group Limited | $0 | – | 1 | 0.0% | 0.00% | – | |
| RE | Buy | Everest Re Group LTD | $11,000 | +57.1% | 35 | +45.8% | 0.00% | – |
| IVZ | Sell | Invesco LTD SHS | $15,000 | 0.0% | 664 | -0.6% | 0.00% | – |
| UCTT | Exit | Ultra Clean Holdings | $0 | – | -45 | -100.0% | 0.00% | – |
| LBTYK | Liberty Global PLC Class C | $3,000 | 0.0% | 122 | 0.0% | 0.00% | – | |
| ACCD | New | Accolade Inc | $2,000 | – | 123 | +100.0% | 0.00% | – |
| ABMD | New | Abiomed Inc | $6,000 | – | 17 | +100.0% | 0.00% | – |
| ABCL | AbCellera Biologics Inc | $12,000 | -29.4% | 1,200 | 0.0% | 0.00% | -100.0% | |
| NLSN | Nielsen HLDGS PLC | $2,000 | 0.0% | 84 | 0.0% | 0.00% | – | |
| NCLH | Buy | Norwegian Cruise Line Holdings | $5,000 | +66.7% | 216 | +30.1% | 0.00% | – |
| NVT | Nvent Electric PLC | $1,000 | -50.0% | 41 | 0.0% | 0.00% | – | |
| STX | Sell | Seagate Technology Holdings | $1,000 | -95.0% | 10 | -94.3% | 0.00% | -100.0% |
| PNR | Pentair PLC SHS | $5,000 | -28.6% | 94 | 0.0% | 0.00% | – | |
| STE | Buy | Steris PLC Ord | $5,000 | +150.0% | 19 | +90.0% | 0.00% | – |
| TT | Trane Technologies | $5,000 | -28.6% | 34 | 0.0% | 0.00% | – | |
| WLTW | Buy | Willis Towers Watson | $5,000 | +150.0% | 20 | +122.2% | 0.00% | – |
| ASX | Ase Technologysponsored ads | $5,000 | -16.7% | 758 | 0.0% | 0.00% | – | |
| GRMN | Buy | Garmin LTD | $3,000 | +200.0% | 24 | +200.0% | 0.00% | – |
| LOGI | Logitech Intl SA | $2,000 | 0.0% | 25 | 0.0% | 0.00% | – | |
| AES | The AES Corp | $1,000 | 0.0% | 56 | 0.0% | 0.00% | – | |
| RACE | Ferrari | $9,000 | -18.2% | 41 | 0.0% | 0.00% | – | |
| EXR | Buy | Extra Space Storage | $15,000 | +7.1% | 75 | +23.0% | 0.00% | – |
| FSV | FirstService Corp | $10,000 | -28.6% | 72 | 0.0% | 0.00% | – | |
| EXPD | Expeditors Intl Wash | $2,000 | 0.0% | 17 | 0.0% | 0.00% | – | |
| FE | Buy | Firstenergy Corp Com | $10,000 | +25.0% | 221 | +20.8% | 0.00% | – |
| FLT | Buy | Fleetcor | $11,000 | +266.7% | 45 | +200.0% | 0.00% | – |
| EXPE | Buy | Expedia Group Inc | $8,000 | +700.0% | 39 | +680.0% | 0.00% | – |
| FMX | Fomento Economicospon adr units | $2,000 | 0.0% | 27 | 0.0% | 0.00% | – | |
| ROBO | Sell | Robo Global Robotics & Aut Index ETFrobo glb etf | $5,000 | -82.1% | 85 | -78.4% | 0.00% | -100.0% |
| ES | Buy | Eversource Energy | $4,000 | – | 46 | +820.0% | 0.00% | – |
| FBHS | Buy | Fortune Brands Home | $9,000 | -18.2% | 124 | +20.4% | 0.00% | – |
| FOXA | Buy | Fox Corp Class A | $3,000 | +200.0% | 67 | +157.7% | 0.00% | – |
| FOX | Buy | Fox Corp Class B | $3,000 | +200.0% | 87 | +102.3% | 0.00% | – |
| FNV | Franco Nevada Corp F | $14,000 | +16.7% | 90 | 0.0% | 0.00% | – | |
| BEN | Franklin Resources | $3,000 | -25.0% | 118 | 0.0% | 0.00% | – | |
| FMS | Sell | Fresenius Medicalsponsored adr | $2,000 | -33.3% | 67 | -20.2% | 0.00% | – |
| FUBO | Buy | Fubotv Inc | $2,000 | 0.0% | 244 | +98.4% | 0.00% | – |
| Gxo Logistics Incorporated | $5,000 | -16.7% | 68 | 0.0% | 0.00% | – | ||
| GPS | Gap Inc Com | $2,000 | 0.0% | 115 | 0.0% | 0.00% | – | |
| IT | New | Gartner Inc Com | $7,000 | – | 25 | +100.0% | 0.00% | – |
| GNRC | New | Generac HLDGS Inc | $4,000 | – | 13 | +100.0% | 0.00% | – |
| EEFT | Euronet Worldwide Inc | $3,000 | 0.0% | 21 | 0.0% | 0.00% | – | |
| ETSY | Buy | Etsy Inc Com | $12,000 | +200.0% | 95 | +400.0% | 0.00% | – |
| GEVO | New | Gevo Inc Com Par | $3,000 | – | 723 | +100.0% | 0.00% | – |
| Ginkgo Bioworks | $8,000 | -52.9% | 1,995 | 0.0% | 0.00% | -100.0% | ||
| GBCI | Glacier Bancorp Inc | $5,000 | 0.0% | 95 | 0.0% | 0.00% | – | |
| WTRG | Essential Utilities Inc | $7,000 | 0.0% | 132 | 0.0% | 0.00% | – | |
| HERO | Global X Video Games & Esports ETFvdeo gam esprt | $14,000 | -12.5% | 550 | 0.0% | 0.00% | -100.0% | |
| EPRT | Sell | Essential Properties Realty Trust, Inc. CMN | $2,000 | -33.3% | 94 | -8.7% | 0.00% | – |
| EQR | Equity Residentialsh ben int | $2,000 | 0.0% | 22 | 0.0% | 0.00% | – | |
| ELS | Equity Lifestyle Properties Inc | $15,000 | -16.7% | 200 | 0.0% | 0.00% | -100.0% | |
| GL | Buy | Globe Life Inc Com | $2,000 | 0.0% | 21 | +23.5% | 0.00% | – |
| GOCO | New | Gohealth, Inc. CMN Class A | $1,000 | – | 1,242 | +100.0% | 0.00% | – |
| EFX | Buy | Equifax Inc Com | $15,000 | +15.4% | 63 | +37.0% | 0.00% | – |
| NVST | Sell | Envista Holdings | $5,000 | -37.5% | 98 | -47.0% | 0.00% | – |
| GDRX | GoodRX Holdings Inc | $8,000 | -38.5% | 393 | 0.0% | 0.00% | – | |
| EPAM | New | Epam SYS Inc | $7,000 | – | 23 | +100.0% | 0.00% | – |
| ENV | Envestnet Inc | $2,000 | -33.3% | 33 | 0.0% | 0.00% | – | |
| GRPU | Granite Real Estateunit 99/99/9999 | $9,000 | 0.0% | 112 | 0.0% | 0.00% | – | |
| GPK | Graphic Packaging | $6,000 | 0.0% | 297 | 0.0% | 0.00% | – | |
| OMAB | Grupo Aeroportuariospon adr | $5,000 | +25.0% | 76 | 0.0% | 0.00% | – | |
| PAC | Gpo Aeroportuariospon adr b | $6,000 | +20.0% | 37 | 0.0% | 0.00% | – | |
| New | HF Sinclair Corp | $2,000 | – | 53 | +100.0% | 0.00% | – | |
| HSBC | New | HSBC HLDGSspon adr new | $1,000 | – | 25 | +100.0% | 0.00% | – |
| HOG | Sell | Harley Davidson Com | $4,000 | -20.0% | 107 | -13.7% | 0.00% | – |
| HMY | Buy | Harmony Gold MNGsponsored adr | $2,000 | +100.0% | 363 | +62.1% | 0.00% | – |
| HAS | Hasbro Inc Com | $3,000 | 0.0% | 34 | 0.0% | 0.00% | – | |
| HES | Buy | Hess Corporation Com | $4,000 | +100.0% | 41 | +64.0% | 0.00% | – |
| HLT | Buy | Hilton Worldwide | $15,000 | +114.3% | 102 | +121.7% | 0.00% | – |
| HOLX | Buy | Hologic Inc | $5,000 | +66.7% | 60 | +71.4% | 0.00% | – |
| ETR | Sell | Entergy Corp New | $9,000 | -55.0% | 81 | -54.7% | 0.00% | -100.0% |
| ENPH | Buy | Enphase Energy Inc | $15,000 | +650.0% | 73 | +508.3% | 0.00% | – |
| HRL | Buy | Hormel Foods Corp | $2,000 | +100.0% | 43 | +104.8% | 0.00% | – |
| HST | Buy | Host Hotels & Resorts | $3,000 | +200.0% | 165 | +415.6% | 0.00% | – |
| HWM | Howmet Aerospace Inc | $4,000 | 0.0% | 123 | 0.0% | 0.00% | – | |
| HNP | Huaneng Power | $1,000 | -50.0% | 66 | 0.0% | 0.00% | – | |
| HUBB | Hubbell Inc Com | $5,000 | 0.0% | 25 | 0.0% | 0.00% | – | |
| HGEN | New | Humanigen Inc Com | $4,000 | – | 1,255 | +100.0% | 0.00% | – |
| JBHT | Buy | JB Hunt Transportation Services Inc | $5,000 | +150.0% | 25 | +212.5% | 0.00% | – |
| HII | Buy | Huntington Ingalls | $3,000 | +200.0% | 13 | +116.7% | 0.00% | – |
| IPGP | New | Ipg Photonics | $3,000 | – | 31 | +100.0% | 0.00% | – |
| ITT | ITT Inc | $2,000 | 0.0% | 22 | 0.0% | 0.00% | – | |
| IBN | Icici Bank Limitedadr | $1,000 | 0.0% | 67 | 0.0% | 0.00% | – | |
| IEX | Buy | Idex Corp Com | $3,000 | +50.0% | 17 | +88.9% | 0.00% | – |
| IMO | Imperial Oil LTD | $4,000 | +33.3% | 86 | 0.0% | 0.00% | – | |
| IR | Buy | Ingersoll Rand Inc | $7,000 | +250.0% | 141 | +464.0% | 0.00% | – |
| IIPR | Innovative Indl | $7,000 | -22.2% | 34 | 0.0% | 0.00% | – | |
| EMR | Sell | Emerson Electric Co | $5,000 | -75.0% | 47 | -78.5% | 0.00% | -100.0% |
| ELAN | Elanco Animal Health | $0 | – | 4 | 0.0% | 0.00% | – | |
| IHG | InterContinental Hotels Groupsponsored ads | $6,000 | 0.0% | 94 | 0.0% | 0.00% | – | |
| IBOC | International Bancshares Corp | $4,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
| EC | Ecopetrol S Asponsored ads | $6,000 | +50.0% | 315 | 0.0% | 0.00% | – | |
| IFF | Sell | International Flavors & Fragrances | $1,000 | -80.0% | 5 | -83.9% | 0.00% | – |
| IP | Buy | International Paper | $8,000 | +60.0% | 178 | +56.1% | 0.00% | – |
| ABB | ABB LTD ADRsponsored adr | $12,000 | -20.0% | 384 | 0.0% | 0.00% | – | |
| IPG | Buy | Interpublic Group | $10,000 | +11.1% | 290 | +20.8% | 0.00% | – |
| ITCI | Intra Cellular | $7,000 | +16.7% | 110 | 0.0% | 0.00% | – | |
| IVC | Buy | Invacare Corp | $2,000 | 0.0% | 1,130 | +101.8% | 0.00% | – |
| EMN | Eastman Chemical Co | $5,000 | 0.0% | 42 | 0.0% | 0.00% | – | |
| EWBC | East West Bancorp | $8,000 | 0.0% | 102 | 0.0% | 0.00% | – | |
| RSP | Invesco S&P 500 Equal Weight ETFs&p500 eql wgt | $11,000 | -8.3% | 72 | 0.0% | 0.00% | – | |
| FCRD | First Eagle Alternative Capital | $2,000 | 0.0% | 350 | 0.0% | 0.00% | – | |
| PRFZ | Invesco FTSE RAFI US 1500 Small-Mid ETFftse rafi 1500 | $8,000 | 0.0% | 42 | 0.0% | 0.00% | – | |
| MJ | ETFMG Alternative Harvest ETFetfmg altr hrvst | $0 | – | 10 | 0.0% | 0.00% | – | |
| PXF | Invesco FTSE RAFI Dev Mkts ex-US ETFftse rafi dev | $2,000 | 0.0% | 42 | 0.0% | 0.00% | – | |
| CQQQ | Invesco China Technology ETFchina technlgy | $14,000 | -26.3% | 300 | 0.0% | 0.00% | -100.0% | |
| PBD | Sell | Invesco Global Clean Energy ETFgbl clean enrg | $0 | -100.0% | 8 | -93.0% | 0.00% | – |
| INVH | Invitation Homes Inc | $4,000 | 0.0% | 90 | 0.0% | 0.00% | – | |
| IRM | New | Iron Mountain Inc | $2,000 | – | 33 | +100.0% | 0.00% | – |
| FIVG | Defiance Next Gen Connectivity ETFdefiance next | $2,000 | 0.0% | 40 | 0.0% | 0.00% | – | |
| EPP | iShares MSCI Pacific ex Japan ETFmsci pac jp etf | $3,000 | +50.0% | 51 | 0.0% | 0.00% | – | |
| EQT | EQT Corporation Com | $9,000 | +50.0% | 276 | 0.0% | 0.00% | – | |
| DRE | Buy | Duke Realty Corp Com | $2,000 | 0.0% | 35 | +52.2% | 0.00% | – |
| DKNG | Draftkings Inc Com | $0 | – | 5 | 0.0% | 0.00% | – | |
| DOV | Buy | Dover Corp Com | $14,000 | +7.7% | 90 | +21.6% | 0.00% | – |
| DOYU | Douyu Internationalsponsored ads | $0 | – | 20 | 0.0% | 0.00% | – | |
| DASH | New | DoorDash Inc Acl a | $3,000 | – | 23 | +100.0% | 0.00% | – |
| DG | Buy | Dollar General Corp. | $15,000 | +36.4% | 68 | +44.7% | 0.00% | – |
| RDY | DR. Reddy Sadr | $3,000 | -25.0% | 60 | 0.0% | 0.00% | – | |
| DISH | Buy | Dish Network Corpcl a | $7,000 | +250.0% | 217 | +334.0% | 0.00% | – |
| DFS | Buy | Discover Financial Services | $7,000 | +75.0% | 62 | +82.4% | 0.00% | – |
| DBGI | Digital Brands Group | $1,000 | 0.0% | 604 | 0.0% | 0.00% | – | |
| DRH | Diamondrock | $4,000 | 0.0% | 400 | 0.0% | 0.00% | – | |
| SUSA | iShares MSCI USA ESG Select ETFmsci usa esg slc | $5,000 | 0.0% | 50 | 0.0% | 0.00% | – | |
| XRAY | Buy | Dentsply Sirona Inc | $4,000 | -20.0% | 89 | +8.5% | 0.00% | – |
| DELL | Buy | Dell Technologiescl c | $11,000 | +1000.0% | 221 | +952.4% | 0.00% | – |
| EFAV | iShares Edge MSCI Min Vol EAFE ETFmsci eafe min vl | $10,000 | -9.1% | 143 | 0.0% | 0.00% | – | |
| DECK | Deckers Outdoor Corp | $8,000 | -27.3% | 30 | 0.0% | 0.00% | – | |
| DXC | Buy | DXC Technology Co | $10,000 | +11.1% | 301 | +13.6% | 0.00% | – |
| CRBN | iShares MSCI ACWI Low Carbon Target ETFmsci lw crb tg | $5,000 | 0.0% | 28 | 0.0% | 0.00% | – | |
| DGRO | iShares Core Dividend Growth ETFcore div grwth | $7,000 | -12.5% | 140 | 0.0% | 0.00% | – | |
| DTM | DT Midstream Inc | $2,000 | 0.0% | 44 | 0.0% | 0.00% | – | |
| DADA | New | Dada Nexus LTD Sponads | $1,000 | – | 113 | +100.0% | 0.00% | – |
| Jackson Financial Inc | $0 | – | 5 | 0.0% | 0.00% | – | ||
| JHX | James Hardiesponsored adr | $6,000 | -25.0% | 194 | 0.0% | 0.00% | – | |
| DTE | Buy | Dte Energy Holding | $14,000 | +27.3% | 107 | +16.3% | 0.00% | – |
| JNPR | Buy | Juniper Networks Com | $2,000 | +100.0% | 66 | +200.0% | 0.00% | – |
| KB | KB Financial Groupsponsored adr | $7,000 | +16.7% | 137 | 0.0% | 0.00% | – | |
| DHI | Buy | DR Horton Inc. | $9,000 | +28.6% | 122 | +93.7% | 0.00% | – |
| KALA | Kala Pharmaceuticals | $11,000 | +10.0% | 8,000 | 0.0% | 0.00% | – | |
| KDP | Keurig DR Pepper Inc | $4,000 | 0.0% | 102 | 0.0% | 0.00% | – | |
| KEY | Buy | Keycorp New Com | $15,000 | +66.7% | 691 | +82.3% | 0.00% | – |
| KEYS | Buy | Keysight | $8,000 | +14.3% | 48 | +50.0% | 0.00% | – |
| KMI | Sell | Kinder Morgan Inc | $9,000 | -73.5% | 471 | -78.0% | 0.00% | -100.0% |
| KRG | Kite Realty Group | $10,000 | +11.1% | 423 | 0.0% | 0.00% | – | |
| KSS | Buy | Kohls Corporation | $6,000 | +50.0% | 107 | +28.9% | 0.00% | – |
| KEP | Sell | Korea Electric Power Corp ADRsponsored adr | $4,000 | 0.0% | 480 | -0.6% | 0.00% | – |
| Sell | Kyndryl Holdings Inc | $3,000 | -70.0% | 254 | -52.0% | 0.00% | – | |
| LPL | Buy | LG Display Co LTDspons adr rep | $5,000 | 0.0% | 546 | +2.1% | 0.00% | – |
| CW | Curtiss-Wright Corp | $7,000 | +16.7% | 44 | 0.0% | 0.00% | – | |
| LH | Laboratory Corp Amer | $6,000 | -14.3% | 21 | 0.0% | 0.00% | – | |
| LSF | Laird Superfood Inc | $1,000 | -80.0% | 350 | 0.0% | 0.00% | – | |
| LW | Lamb Weston HLDGS | $1,000 | 0.0% | 18 | 0.0% | 0.00% | – | |
| LANC | Lancaster Colony Corp | $9,000 | -10.0% | 61 | 0.0% | 0.00% | – | |
| LVS | Buy | Las Vegas Sands Corp | $11,000 | +175.0% | 290 | +181.6% | 0.00% | – |
| LEG | Leggett &platt Inc | $0 | – | 12 | 0.0% | 0.00% | – | |
| LDOS | Buy | Leidos HLDGS Inc Com | $3,000 | +200.0% | 30 | +328.6% | 0.00% | – |
| LMND | New | Lemonade, Inc. CMN | $2,000 | – | 83 | +100.0% | 0.00% | – |
| CURI | New | CuriosityStream Inc | $2,000 | – | 636 | +100.0% | 0.00% | – |
| LBRDA | Liberty Broadband Corp Class A | $1,000 | -50.0% | 10 | 0.0% | 0.00% | – | |
| LBRDK | Liberty Broadband Corp Class C | $9,000 | -18.2% | 68 | 0.0% | 0.00% | – | |
| LSXMA | Liberty Media Corp SiriusXM A | $2,000 | 0.0% | 40 | 0.0% | 0.00% | – | |
| LSXMK | Liberty Media Corp SiriusXM C | $4,000 | 0.0% | 80 | 0.0% | 0.00% | – | |
| BATRA | Liberty Braves Group Ser A | $0 | – | 4 | 0.0% | 0.00% | – | |
| FWONK | Liberty Media Corp Ser C | $1,000 | 0.0% | 20 | 0.0% | 0.00% | – | |
| FWONA | Liberty Media Corp Ser A | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
| BATRK | Liberty Braves Group Ser C | $0 | – | 8 | 0.0% | 0.00% | – | |
| CMI | Cummins Inc | $10,000 | -9.1% | 49 | 0.0% | 0.00% | – | |
| L | Buy | Loews Corp | $5,000 | +400.0% | 73 | +421.4% | 0.00% | – |
| CRON | Cronos Group Inc Com | $11,000 | 0.0% | 2,850 | 0.0% | 0.00% | – | |
| Loyalty Ventures Inc | $0 | – | 12 | 0.0% | 0.00% | – | ||
| LU | Buy | Lufax Holding LTD ADR CMN | $4,000 | +300.0% | 636 | +443.6% | 0.00% | – |
| LUMN | Sell | Lumen Technologies Inc | $2,000 | -71.4% | 216 | -63.1% | 0.00% | – |
| CS | New | Credit Suisse Group AG ADRsponsored adr | $1,000 | – | 111 | +100.0% | 0.00% | – |
| MGM | MGM Resorts | $2,000 | 0.0% | 37 | 0.0% | 0.00% | – | |
| M | Macy S Inc Com | $4,000 | -20.0% | 171 | 0.0% | 0.00% | – | |
| SHOO | New | Madden Steven Ltd | $0 | – | 5 | +100.0% | 0.00% | – |
| MNKD | Mannkind Corp Com | $1,000 | 0.0% | 200 | 0.0% | 0.00% | – | |
| MKTX | Buy | MarketAxess Holdings Inc | $6,000 | +500.0% | 19 | +533.3% | 0.00% | – |
| CPRT | Buy | Copart Inc Com | $10,000 | +150.0% | 76 | +171.4% | 0.00% | – |
| COO | Cooper Companies Inc | $1,000 | 0.0% | 3 | 0.0% | 0.00% | – | |
| MAR | New | Marriottcl a | $9,000 | – | 54 | +100.0% | 0.00% | – |
| MLM | Buy | Martin Marietta | $8,000 | +33.3% | 21 | +50.0% | 0.00% | – |
| MAS | Masco Corp Com | $7,000 | -22.2% | 128 | 0.0% | 0.00% | – | |
| MTCH | Sell | Match Group Inc New | $6,000 | -50.0% | 54 | -39.3% | 0.00% | – |
| MKC | Buy | McCormick &company | $7,000 | +133.3% | 66 | +127.6% | 0.00% | – |
| ED | Buy | Consolidated Edison | $10,000 | +100.0% | 110 | +103.7% | 0.00% | – |
| CIG | CEMIG ADRsp adr n-v pfd | $7,000 | +16.7% | 2,306 | 0.0% | 0.00% | – | |
| CIGI | Colliers Intl Group | $9,000 | -18.2% | 72 | 0.0% | 0.00% | – | |
| MCHP | Buy | Microchip Technology | $11,000 | +175.0% | 144 | +227.3% | 0.00% | – |
| MAA | Buy | Mid Amer Apt CMNTYS | $5,000 | +150.0% | 24 | +166.7% | 0.00% | – |
| MLHR | Buy | Herman Miller Inc | $5,000 | 0.0% | 131 | +0.8% | 0.00% | – |
| MHK | Buy | Mohawk Industries | $2,000 | +100.0% | 18 | +260.0% | 0.00% | – |
| MOH | New | Molina Healthcare | $2,000 | – | 6 | +100.0% | 0.00% | – |
| TAP | Buy | Molson Coors Brewingcl b | $1,000 | 0.0% | 25 | +47.1% | 0.00% | – |
| MPWR | Buy | Monolithic PWR Systems Inc | $5,000 | – | 10 | +900.0% | 0.00% | – |
| CWEN | Clearway Energy Inccl c | $3,000 | 0.0% | 95 | 0.0% | 0.00% | – | |
| CLSK | New | Cleanspark Inc Com | $3,000 | – | 270 | +100.0% | 0.00% | – |
| NCR | NCR Corp | $1,000 | 0.0% | 24 | 0.0% | 0.00% | – | |
| NRG | Sell | NRG Energy Inc | $6,000 | -14.3% | 156 | -0.6% | 0.00% | – |
| NOV | Nov Inc | $1,000 | 0.0% | 60 | 0.0% | 0.00% | – | |
| NATH | Nathans Famous Inc | $13,000 | 0.0% | 231 | 0.0% | 0.00% | – | |
| NATI | National Instruments | $12,000 | -7.7% | 307 | 0.0% | 0.00% | – | |
| NLTX | New | Neoleukin | $2,000 | – | 892 | +100.0% | 0.00% | – |
| CTXS | Citrix SYS Inc Com | $1,000 | 0.0% | 6 | 0.0% | 0.00% | – | |
| NWL | Sell | Newell Brands Inc | $5,000 | -37.5% | 231 | -34.0% | 0.00% | – |
| NWSA | News Corp Acl a | $2,000 | 0.0% | 112 | 0.0% | 0.00% | – | |
| NWS | New | Newscl b | $2,000 | – | 98 | +100.0% | 0.00% | – |
| CINF | Buy | Cincinnati Financial | $11,000 | +37.5% | 82 | +22.4% | 0.00% | – |
| NI | Nisource Inc Com | $13,000 | +18.2% | 404 | 0.0% | 0.00% | – | |
| NMR | Sell | Nomura HLDGS Incsponsored adr | $4,000 | 0.0% | 918 | -7.7% | 0.00% | – |
| NLOK | Nortonlifelock Inc | $0 | – | 17 | 0.0% | 0.00% | – | |
| CIEN | Ciena Corp Com New | $7,000 | -22.2% | 116 | 0.0% | 0.00% | – | |
| CHT | Chunghwa Telecom ADRspon adr new11 | $6,000 | 0.0% | 134 | 0.0% | 0.00% | – | |
| CMG | Sell | Chipotle Mexican | $9,000 | -62.5% | 6 | -57.1% | 0.00% | -100.0% |
| SNP | Sell | China Petroleum | $5,000 | 0.0% | 96 | -4.0% | 0.00% | – |
| NTR | Sell | Nutrien LTD Com NPV | $6,000 | -71.4% | 55 | -79.9% | 0.00% | -100.0% |
| OXY | Buy | Occidental Pete Corp | $12,000 | +300.0% | 210 | +138.6% | 0.00% | – |
| OKTA | Okta Inc. Cl Acl a | $8,000 | -27.3% | 51 | 0.0% | 0.00% | – | |
| ODFL | Buy | Old Dominion Freight | $11,000 | +175.0% | 36 | +200.0% | 0.00% | – |
| ONB | New | Old Natl Bancorp Ind | $2,000 | – | 143 | +100.0% | 0.00% | – |
| OMC | New | Omnicom Group Inc | $4,000 | – | 44 | +100.0% | 0.00% | – |
| OHI | Omega Healthcare | $2,000 | 0.0% | 65 | 0.0% | 0.00% | – | |
| ONEM | New | 1life Healthcare Inc | $3,000 | – | 239 | +100.0% | 0.00% | – |
| OTRK | New | Ontrak Inc Com | $2,000 | – | 899 | +100.0% | 0.00% | – |
| OTEX | Open Text Corp | $7,000 | -12.5% | 168 | 0.0% | 0.00% | – | |
| ZNH | China Southernspon adr cl h | $1,000 | 0.0% | 27 | 0.0% | 0.00% | – | |
| Sell | Orion Office REIT Inc | $0 | -100.0% | 2 | -92.9% | 0.00% | – | |
| OSTK | New | Overstock.Com Inc | $2,000 | – | 56 | +100.0% | 0.00% | – |
| OMI | Sell | Owens & Minor Inc | $3,000 | -25.0% | 60 | -29.4% | 0.00% | – |
| CRL | New | Charles Riv | $4,000 | – | 14 | +100.0% | 0.00% | – |
| PCG | Sell | PG&E Corp Com NPV | $7,000 | 0.0% | 571 | -4.5% | 0.00% | – |
| PKX | Buy | Posco ADR Each Repsponsored adr | $4,000 | 0.0% | 68 | +1.5% | 0.00% | – |
| PPL | PPL Corp Com Usd0.01 | $0 | – | 13 | 0.0% | 0.00% | – | |
| PRAA | Pra Group Inc | $3,000 | 0.0% | 65 | 0.0% | 0.00% | – | |
| PVH | Buy | PVH Corporation Com | $4,000 | +33.3% | 49 | +88.5% | 0.00% | – |
| PTC | New | PTC Inc | $2,000 | – | 17 | +100.0% | 0.00% | – |
| PKG | Buy | Packaging Corp Of | $3,000 | +50.0% | 20 | +17.6% | 0.00% | – |
| PLTR | Palantir Technologies Inccl a | $9,000 | -25.0% | 686 | 0.0% | 0.00% | – | |
| CDAY | Buy | Ceridian HCM Holding Inc | $12,000 | +200.0% | 171 | +350.0% | 0.00% | – |
| CENX | Century Aluminum Co | $11,000 | +57.1% | 423 | 0.0% | 0.00% | – | |
| EBR | New | Centrais Eletricas Brasileiras SA ADRsponsored adr | $1,000 | – | 119 | +100.0% | 0.00% | – |
| CNP | Buy | Centerpoint Energy | $3,000 | +50.0% | 99 | +16.5% | 0.00% | – |
| PSO | Pearson Spons ADRsponsored adr | $1,000 | 0.0% | 106 | 0.0% | 0.00% | – | |
| PBA | Pembina Pipeline | $2,000 | 0.0% | 63 | 0.0% | 0.00% | – | |
| PENN | Buy | Penn Natl Gaming Inc | $6,000 | +20.0% | 136 | +40.2% | 0.00% | – |
| PBCT | Buy | Peoples Utd Finl Inc | $6,000 | +200.0% | 299 | +133.6% | 0.00% | – |
| PFGC | Performance Food | $5,000 | 0.0% | 99 | 0.0% | 0.00% | – | |
| PKI | New | Perkinelmer Inc Com | $4,000 | – | 23 | +100.0% | 0.00% | – |
| TLK | PT Telkom Indonesia ADRsponsored adr | $1,000 | 0.0% | 37 | 0.0% | 0.00% | – | |
| PTR | Petrochina Co Sponsponsored adr | $1,000 | 0.0% | 22 | 0.0% | 0.00% | – | |
| CNC | Buy | Centene Corp Del | $11,000 | +175.0% | 125 | +184.1% | 0.00% | – |
| CLDX | Celldex Therapeutics | $0 | – | 8 | 0.0% | 0.00% | – | |
| CE | Celanese Corp Del | $1,000 | 0.0% | 8 | 0.0% | 0.00% | – | |
| PAVM | Exit | Pavmed Inc Com | $0 | – | -525 | -100.0% | 0.00% | – |
| LTPZ | New | PIMCO 15 Year US TIPS ETF15+ yr us tips | $10,000 | – | 118 | +100.0% | 0.00% | – |
| CTLT | New | Catalent Inc | $2,000 | – | 18 | +100.0% | 0.00% | – |
| PLBY | New | PLBY Group Inc Com | $2,000 | – | 150 | +100.0% | 0.00% | – |
| POOL | New | Pool Corp | $6,000 | – | 13 | +100.0% | 0.00% | – |
| BPOP | Popular Inc | $11,000 | 0.0% | 132 | 0.0% | 0.00% | – | |
| PRCH | New | Porch Group Inc Com | $2,000 | – | 275 | +100.0% | 0.00% | – |
| POR | Sell | Portland Gen Elec Co | $3,000 | -25.0% | 47 | -42.7% | 0.00% | – |
| PGEN | Precigen Inc Com | $4,000 | -42.9% | 2,000 | 0.0% | 0.00% | – | |
| PDS | New | Precision Drilling Corp | $4,000 | – | 50 | +100.0% | 0.00% | – |
| KMX | Buy | Carmax Inc | $6,000 | +50.0% | 59 | +110.7% | 0.00% | – |
| PRMW | Primo Water | $6,000 | -14.3% | 421 | 0.0% | 0.00% | – | |
| PFG | Principal Financial | $2,000 | 0.0% | 23 | 0.0% | 0.00% | – | |
| CAH | Buy | Cardinal Health Inc | $8,000 | +100.0% | 135 | +73.1% | 0.00% | – |
| CGC | Canopy Growth | $5,000 | -16.7% | 695 | 0.0% | 0.00% | – | |
| ProShares Bitcoin Strategy ETFbitcoin strate | $14,000 | 0.0% | 495 | 0.0% | 0.00% | – | ||
| PUMP | Propetro HLDG Corp | $14,000 | +75.0% | 1,000 | 0.0% | 0.00% | – | |
| PUK | Sell | Prudential ADR Eachadr | $4,000 | -71.4% | 119 | -70.5% | 0.00% | – |
| CAJ | Canon Inc Sponsoredsponsored adr | $1,000 | 0.0% | 43 | 0.0% | 0.00% | – | |
| PHM | Buy | Pulte Group Inc Com | $6,000 | +20.0% | 154 | +73.0% | 0.00% | – |
| PRPL | New | Purple Innovation | $2,000 | – | 393 | +100.0% | 0.00% | – |
| QRVO | Buy | Qorvo Inc Com | $11,000 | +175.0% | 89 | +242.3% | 0.00% | – |
| PWR | Buy | Quanta Services Com | $7,000 | +250.0% | 54 | +184.2% | 0.00% | – |
| QS | Sell | Quantumscape Corp | $3,000 | -86.4% | 147 | -84.9% | 0.00% | -100.0% |
| DGX | Buy | Quest Diagnostics | $8,000 | +14.3% | 58 | +38.1% | 0.00% | – |
| RLJ | RLJ Lodging Trust | $5,000 | 0.0% | 334 | 0.0% | 0.00% | – | |
| RLX | New | RLX Technology Incsponsored ads | $1,000 | – | 409 | +100.0% | 0.00% | – |
| CPB | Buy | Campbell Soup Co Cap | $4,000 | +300.0% | 93 | +322.7% | 0.00% | – |
| O | Sell | Realty Income Corp | $8,000 | -65.2% | 119 | -63.6% | 0.00% | -100.0% |
| REG | Regency Centers Corp | $1,000 | 0.0% | 16 | 0.0% | 0.00% | – | |
| RGA | Sell | Reinsurance GRP Of | $2,000 | -50.0% | 21 | -46.2% | 0.00% | – |
| RELX | Relx PLC Spon Adssponsored adr | $6,000 | 0.0% | 180 | 0.0% | 0.00% | – | |
| RSG | Sell | Republic Services | $9,000 | -95.9% | 69 | -95.6% | 0.00% | -100.0% |
| RMD | Buy | Resmed Inc | $8,000 | +166.7% | 32 | +166.7% | 0.00% | – |
| CCJ | Sell | Cameco Corp Com NPV | $8,000 | -33.3% | 274 | -51.0% | 0.00% | – |
| RIO | Rio Tinto ADR Eachsponsored adr | $11,000 | +22.2% | 129 | 0.0% | 0.00% | – | |
| Sell | Rivian Automotive Inc | $3,000 | -88.9% | 50 | -81.1% | 0.00% | -100.0% | |
| CZR | Sell | Caesars | $4,000 | -99.1% | 56 | -98.9% | 0.00% | -100.0% |
| CDNS | Buy | Cadence Design | $13,000 | +333.3% | 82 | +446.7% | 0.00% | – |
| COG | Buy | Cabot Oil & Gas Corp | $8,000 | +100.0% | 297 | +29.1% | 0.00% | – |
| RMO | New | Romeo Power Inc Com | $2,000 | – | 1,103 | +100.0% | 0.00% | – |
| CMS | CMS Energy Corp Com | $3,000 | 0.0% | 44 | 0.0% | 0.00% | – | |
| CHRW | Buy | CH Robinson | $14,000 | +40.0% | 128 | +33.3% | 0.00% | – |
| RGLD | Royal Gold Inc Com | $7,000 | +40.0% | 46 | 0.0% | 0.00% | – | |
| RSI | New | Rush Street | $2,000 | – | 242 | +100.0% | 0.00% | – |
| CF | CF Industries | $2,000 | +100.0% | 15 | 0.0% | 0.00% | – | |
| SBAC | Buy | Sba Communicationscl a | $11,000 | +83.3% | 32 | +100.0% | 0.00% | – |
| SEIC | Sei Investments Co | $4,000 | 0.0% | 63 | 0.0% | 0.00% | – | |
| SK Telecom LTD ADRsponsored adr | $4,000 | -20.0% | 173 | 0.0% | 0.00% | – | ||
| New | SL Green Realty Corp | $2,000 | – | 24 | +100.0% | 0.00% | – | |
| SLM | SLM Corp | $4,000 | -20.0% | 233 | 0.0% | 0.00% | – | |
| CDW | Sell | CDW Corporation | $2,000 | -99.9% | 11 | -99.9% | 0.00% | -100.0% |
| CBRE | Buy | Cbre Group Inc Comcl a | $14,000 | 0.0% | 148 | +15.6% | 0.00% | – |
| RWR | SPDR Dow Jones REIT ETFdj reit etf | $3,000 | -25.0% | 29 | 0.0% | 0.00% | – | |
| CAE | Cae Inc | $4,000 | 0.0% | 169 | 0.0% | 0.00% | – | |
| BRO | Buy | Brown & Brown Inc | $3,000 | – | 37 | +516.7% | 0.00% | – |
| XBI | SPDR S&P Biotech ETFs&p biotech | $8,000 | -20.0% | 87 | 0.0% | 0.00% | – | |
| SSNC | Sell | SS&C Technologies | $7,000 | -46.2% | 98 | -38.4% | 0.00% | – |
| BAM | Sell | Brookfield Asset Management Inccl a ltd vt sh | $2,000 | -89.5% | 33 | -89.4% | 0.00% | -100.0% |
| BR | Buy | Broadridge Financial | $4,000 | +100.0% | 24 | +140.0% | 0.00% | – |
| SBRA | Sell | Sabra Health Care | $6,000 | +20.0% | 395 | -1.2% | 0.00% | – |
| BTI | British Americansponsored adr | $1,000 | 0.0% | 19 | 0.0% | 0.00% | – | |
| SANM | Sanmina Corporation | $6,000 | 0.0% | 141 | 0.0% | 0.00% | – | |
| SNY | Sell | Sanofi Sponsoredsponsored adr | $2,000 | -33.3% | 39 | -39.1% | 0.00% | – |
| BDN | Sell | Brandywine RLTY TRsh ben int new | $2,000 | -60.0% | 176 | -48.1% | 0.00% | – |
| BXP | Buy | Boston Properties | $13,000 | +550.0% | 101 | +461.1% | 0.00% | – |
| BWA | Buy | Borg Warner Inc Com | $4,000 | +100.0% | 109 | +109.6% | 0.00% | – |
| HRB | Block H & R Inc | $1,000 | 0.0% | 23 | 0.0% | 0.00% | – | |
| BIGZ | BlackRock Innovation and Growth Trust | $1,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
| BDJ | BlackRock Enhanced Equit | $14,000 | 0.0% | 1,411 | 0.0% | 0.00% | – | |
| BB | Blackberry LTD Com | $0 | – | 7 | 0.0% | 0.00% | – | |
| BKI | Sell | Black Knight Inc Com | $0 | -100.0% | 2 | -93.9% | 0.00% | – |
| XLRE | Real Estate Select Sector SPDRrl est sel sec | $14,000 | -6.7% | 290 | 0.0% | 0.00% | – | |
| SEER | New | Seer Inc Com CL A | $3,000 | – | 168 | +100.0% | 0.00% | – |
| TECH | New | Bio-Techne Corp | $5,000 | – | 11 | +100.0% | 0.00% | – |
| SHAK | Shake Shack Inc CL Acl a | $5,000 | -16.7% | 77 | 0.0% | 0.00% | – | |
| SFT | New | Shift Technologiescl a | $3,000 | – | 1,262 | +100.0% | 0.00% | – |
| SHG | Shinhan Financialspn adr restrd | $6,000 | +20.0% | 176 | 0.0% | 0.00% | – | |
| SWAV | Shockwave Med Inc | $10,000 | +11.1% | 48 | 0.0% | 0.00% | – | |
| SHLS | New | Shoals Technologiescl a | $3,000 | – | 179 | +100.0% | 0.00% | – |
| SBNY | New | Signature BK New | $2,000 | – | 7 | +100.0% | 0.00% | – |
| SIRI | Sirius XM HLDGS Inc | $4,000 | 0.0% | 580 | 0.0% | 0.00% | – | |
| BMRN | Sell | Biomarin | $12,000 | -93.4% | 150 | -92.8% | 0.00% | -100.0% |
| SKLZ | New | Skillz Inc | $2,000 | – | 586 | +100.0% | 0.00% | – |
| BCRX | Biocryst | $4,000 | +33.3% | 227 | 0.0% | 0.00% | – | |
| SNN | Smith & Nephew ADRspdn adr new | $3,000 | -25.0% | 107 | 0.0% | 0.00% | – | |
| SJM | Buy | Smucker J M Co Com | $4,000 | 0.0% | 30 | +15.4% | 0.00% | – |
| BIO | New | Bio Rad Laboratoriescl a | $4,000 | – | 7 | +100.0% | 0.00% | – |
| SQM | Sociedad Quimicaspon adr ser b | $10,000 | +66.7% | 116 | 0.0% | 0.00% | – | |
| YPF | Exit | YPF Sociedad Anonimspon adr cl d | $0 | – | -188 | -100.0% | 0.00% | – |
| JRVR | Exit | James River Group | $0 | – | -46 | -100.0% | 0.00% | – |
| CALX | Exit | Calix Inc | $0 | – | -63 | -100.0% | 0.00% | – |
| KTB | Exit | Kontoor Brands Inc | $0 | – | -65 | -100.0% | 0.00% | – |
| CRNC | Exit | Cerence Inc | $0 | – | -33 | -100.0% | 0.00% | – |
| NAT | Exit | Nordic American | $0 | – | -564 | -100.0% | 0.00% | – |
| CCEP | Exit | CocaCola European | $0 | – | -150 | -100.0% | 0.00% | – |
| HR | Exit | Healthcare RLTY TR | $0 | – | -72 | -100.0% | 0.00% | – |
| ATHM | Exit | Autohome Inc Sponsp ads rp cl a | $0 | – | -17 | -100.0% | 0.00% | – |
| PDD | Exit | Pinduoduo Inc ADRsponsored ads | $0 | – | -60 | -100.0% | 0.00% | – |
| Exit | Getnet Adquirencia Esponsored ads | $0 | – | -86 | -100.0% | 0.00% | – | |
| PRTK | Exit | Paratek Pharmaceuticals Inc | $0 | – | -468 | -100.0% | 0.00% | – |
| VALWS | Exit | Valaris LTD WTS 04292028*w exp 04/29/202 | $0 | – | -206 | -100.0% | 0.00% | – |
| FIVN | Exit | Five9 Inc Com | $0 | – | -15 | -100.0% | 0.00% | – |
| GH | Exit | Guardant Health Inc | $0 | – | -22 | -100.0% | 0.00% | – |
| CANO | Exit | Cano Health Inc | $0 | – | 0 | +100.0% | 0.00% | – |
| HEIA | Exit | Heico Corp Comcl a | $0 | – | -44 | -100.0% | 0.00% | – |
| FBRX | Exit | Forte Biosciences | $0 | – | -858 | -100.0% | 0.00% | – |
| ZLAB | Exit | Zai Lab LTD ADRadr | $0 | – | -9 | -100.0% | 0.00% | – |
| BRFS | Exit | BRF SA Sponsored ADRsponsored adr | $0 | – | -183 | -100.0% | 0.00% | – |
| AEO | Exit | American Eagle | $0 | – | -147 | -100.0% | 0.00% | – |
| CROX | Exit | Crocs Inc | $0 | – | -42 | -100.0% | 0.00% | – |
| MARA | Exit | Marathon Digital | $0 | – | -80 | -100.0% | 0.00% | – |
| Exit | Consensus Cloud Solutions Inc | $0 | – | -10 | -100.0% | 0.00% | – | |
| VWOB | Exit | Vanguard Emerging Markets Govt Bond ETFemerg mkt bd etf | $0 | – | -118 | -100.0% | 0.00% | – |
| ARCT | Exit | Arcturus | $0 | – | -58 | -100.0% | 0.00% | – |
| DOG | Exit | ProShares Short Dow30 | $0 | – | -375 | -100.0% | 0.00% | – |
| EDIT | Exit | Editas Medicine Inc | $0 | – | -63 | -100.0% | 0.00% | – |
| APPS | Exit | Digital Turbine Inc | $0 | – | -87 | -100.0% | 0.00% | – |
| TTE | Exit | Total SA Sponsored ADRsponsored ads | $0 | – | -140 | -100.0% | 0.00% | – |
| ENR | Exit | Energizer Holdings Inc | $0 | – | -49 | -100.0% | 0.00% | – |
| FLS | Exit | Flowserve Corp Com | $0 | – | -27 | -100.0% | 0.00% | – |
| ZNGA | Exit | Zynga Inc Comcl a | $0 | – | -330 | -100.0% | 0.00% | – |
| HELE | Exit | Helen Of Troy LTD | $0 | – | -11 | -100.0% | 0.00% | – |
| Exit | Mandiant Inc | $0 | – | -133 | -100.0% | 0.00% | – | |
| ATOS | Exit | Atossa Therapeutics | $0 | – | -775 | -100.0% | 0.00% | – |
| CUK | Exit | Carnival PLC Adsadr | $0 | – | -350 | -100.0% | 0.00% | – |
| NTRA | Exit | Natera Inc Com | $0 | – | -39 | -100.0% | 0.00% | – |
| New | Federal Realty Investment Trustsh ben int new | $2,000 | – | 15 | +100.0% | 0.00% | – | |
| FFIV | New | F5 Networks Inc Com | $1,000 | – | 5 | +100.0% | 0.00% | – |
| FMC | Buy | FMC Corp Com Usd0.10 | $5,000 | +66.7% | 41 | +64.0% | 0.00% | – |
| FNF | Sell | Fidelity National Financial | $12,000 | -20.0% | 241 | -17.5% | 0.00% | – |
| JOBS | New | 51job Inc ADRsponsored ads | $4,000 | – | 70 | +100.0% | 0.00% | – |
| FSLR | First Solar Inc Com | $13,000 | -7.1% | 160 | 0.0% | 0.00% | – | |
| FDN | First Trust Dow Jones Internet ETFdj internt idx | $1,000 | 0.0% | 5 | 0.0% | 0.00% | – | |
| LYB | Buy | Lyondellbasell | $10,000 | +25.0% | 101 | +21.7% | 0.00% | – |
| QGEN | Qiagen NV SHS New | $9,000 | -10.0% | 182 | 0.0% | 0.00% | – | |
| STNG | Scorpio Tankers Inc | $4,000 | +100.0% | 177 | 0.0% | 0.00% | – | |
| FMBI | Exit | First Midwest | $0 | – | -127 | -100.0% | 0.00% | – |
| AXON | Exit | Axon Enterprise Inc | $0 | – | -20 | -100.0% | 0.00% | – |
| UBS | Exit | UBS GROUP | $0 | – | -424 | -100.0% | 0.00% | – |
| RVNC | Exit | Revance Therapeutics Inc | $0 | – | -115 | -100.0% | 0.00% | – |
| BIG | Exit | Big Lots Inc Com | $0 | – | -52 | -100.0% | 0.00% | – |
| WBK | Exit | Westpac Bankingsponsored adr | $0 | – | -476 | -100.0% | 0.00% | – |
| VTIP | Exit | Vanguard ShortTerm InflProtect Sec ETFstrm infproidx | $0 | – | -74 | -100.0% | 0.00% | – |
| TCRR | Exit | TCR2 Therapeutics | $0 | – | -295 | -100.0% | 0.00% | – |
| RH | Exit | RH Com | $0 | – | -5 | -100.0% | 0.00% | – |
| JACK | Exit | Jack In The Box Inc | $0 | – | -26 | -100.0% | 0.00% | – |
| SAIL | Exit | Sailpoint Technlgies | $0 | – | -68 | -100.0% | 0.00% | – |
| MMSI | Exit | Merit Medical | $0 | – | -48 | -100.0% | 0.00% | – |
| BRKS | Exit | BrooksAutomation Inc | $0 | – | -35 | -100.0% | 0.00% | – |
| SLG | Exit | SL Green Realty Corp | $0 | – | -26 | -100.0% | 0.00% | – |
| RGEN | Exit | Repligen Corp | $0 | – | -15 | -100.0% | 0.00% | – |
| EVH | Exit | Evolent Health Inccl a | $0 | – | -117 | -100.0% | 0.00% | – |
| CBOE | Exit | CBOE Global Markets | $0 | – | -3 | -100.0% | 0.00% | – |
| DEA | Exit | Easterly Govt PPTYS | $0 | – | -81 | -100.0% | 0.00% | – |
| HFC | Exit | Hollyfrontier | $0 | – | -16 | -100.0% | 0.00% | – |
| FRT | Exit | Federal Realtysh ben int new | $0 | – | -15 | -100.0% | 0.00% | – |
| WK | Exit | Workiva Inc | $0 | – | -18 | -100.0% | 0.00% | – |
| NTGR | Exit | Netgear Inc Com | $0 | – | -56 | -100.0% | 0.00% | – |
| IOVA | Exit | Iovance Biotherapeutics Inc | $0 | – | -92 | -100.0% | 0.00% | – |
| VBIV | Exit | Vbi Vaccines Inc Cda | $0 | – | -744 | -100.0% | 0.00% | – |
| TCOM | Exit | Trip Com Group LTDads | $0 | – | -151 | -100.0% | 0.00% | – |
| NOAH | Exit | Noah Holdingsspon ads cl a | $0 | – | -131 | -100.0% | 0.00% | – |
| EVBG | Exit | Everbridge Inc | $0 | – | -16 | -100.0% | 0.00% | – |
| HALO | Exit | Halozyme | $0 | – | -85 | -100.0% | 0.00% | – |
| HCM | Exit | HUTCHMED China ADRsponsored ads | $0 | – | -28 | -100.0% | 0.00% | – |
| RYAAY | Exit | Ryanair HLDGS PLC ADRsponsored ads | $0 | – | -109 | -100.0% | 0.00% | – |
| EMB | Exit | iShares J.P. Morgan USD Emerging Markets Bond ETFjpmorgan usd emg | $0 | – | -1 | -100.0% | 0.00% | – |
| SENS | Exit | Senseonics HLDGS Inc | $0 | – | -735 | -100.0% | 0.00% | – |
| CASS | Exit | Cass Information Systems Inc | $0 | – | -58 | -100.0% | 0.00% | – |
| CIB | Exit | Bancolombia SA Sponspon adr pref | $0 | – | -243 | -100.0% | 0.00% | – |
| APO | Exit | Apollo Global Management Inc | $0 | – | -350 | -100.0% | -0.00% | – |
| FINX | Exit | Global X FinTech ETFfintech etf | $0 | – | -372 | -100.0% | -0.00% | – |
| PTRA | Exit | Proterra Inc | $0 | – | -3,415 | -100.0% | -0.00% | – |
| IAG | Exit | IAMGOLD Corp Com | $0 | – | -6,000 | -100.0% | -0.00% | – |
| XLNX | Exit | Xilinx Inc | $0 | – | -178 | -100.0% | -0.00% | – |
| JNK | Exit | SPDR Blmbg Barclays High Yield Bond ETFbloomberg high y | $0 | – | -210 | -100.0% | -0.00% | – |
| SH | Exit | ProShares Short SP 500short s&p 500 ne | $0 | – | -3,000 | -100.0% | -0.00% | – |
| TDOC | Exit | Teladoc Health Inc | $0 | – | -170 | -100.0% | -0.00% | – |
| HYG | Exit | iShares iBoxx High Yield Corporate Bond ETFiboxx hi yd etf | $0 | – | -375 | -100.0% | -0.00% | – |
| AFRM | Exit | Affirm Holdings Inc A | $0 | – | -160 | -100.0% | -0.00% | – |
| SQ | Exit | Square Inc Acl a | $0 | – | -195 | -100.0% | -0.00% | – |
| RDSB | Exit | Royal Dutch Shell Bspon adr b | $0 | – | -546 | -100.0% | -0.00% | – |
| MCW | Exit | Mister Car Wash Inc | $0 | – | -1,000 | -100.0% | -0.00% | – |
| WCN | Exit | Waste Connections Inc | $0 | – | -186 | -100.0% | -0.00% | – |
| GMRE | Exit | Global Med REIT Inc | $0 | – | -1,840 | -100.0% | -0.00% | – |
| CLVS | Exit | Clovis Oncology Inc | $0 | – | -10,000 | -100.0% | -0.00% | – |
| MCFE | Exit | Mcafee Corp | $0 | – | -1,030 | -100.0% | -0.00% | – |
| BNDX | Exit | Vanguard Total International Bond ETFtotal int bd etf | $0 | – | -311 | -100.0% | -0.00% | – |
| VXX | Exit | Barclays Bank PLCipth sr b s&p | $0 | – | -1,000 | -100.0% | -0.00% | – |
| LULU | Exit | Lululemon Athletica | $0 | – | -125 | -100.0% | -0.00% | – |
| CHWY | Exit | Chewy Inc CL Acl a | $0 | – | -1,000 | -100.0% | -0.00% | – |
| TPL | Exit | Texas Pacific Land | $0 | – | -47 | -100.0% | -0.00% | – |
| PUBM | Exit | PubMatic Inc | $0 | – | -1,785 | -100.0% | -0.00% | – |
| RXRX | Exit | Recursion Pharmaceuticals Inccl a | $0 | – | -4,480 | -100.0% | -0.00% | – |
| ING | Exit | ING Groep N.V. Sponssponsored adr | $0 | – | -7,257 | -100.0% | -0.00% | – |
| SJNK | Exit | SPDR Blmbg Barclays Short Term Hi Bd ETFbloomberg sht te | $0 | – | -3,300 | -100.0% | -0.00% | – |
| BTT | Exit | BlackRock Municipal 2030 Target | $0 | – | -4,000 | -100.0% | -0.00% | – |
| HDV | Exit | iShares Core High Dividend ETFcore high dv etf | $0 | – | -1,500 | -100.0% | -0.01% | – |
| SDOG | Exit | ALPS Sector Dividend Dogs ETFsectr div dogs | $0 | – | -3,630 | -100.0% | -0.01% | – |
| SU | Exit | Suncor Energy Com | $0 | – | -7,000 | -100.0% | -0.01% | – |
| ZYME | Exit | Zymeworks Inc Com | $0 | – | -12,179 | -100.0% | -0.01% | – |
| EOT | Exit | Eaton Vance National Muni Opps Trust | $0 | – | -10,453 | -100.0% | -0.01% | – |
| MFM | Exit | MFS Municipal Income Trustsh ben int | $0 | – | -33,350 | -100.0% | -0.01% | – |
| MMU | Exit | Western Asset Managed Muni Portfolio | $0 | – | -17,000 | -100.0% | -0.01% | – |
| NZF | Exit | Advertisement Nuveen Municipal Credit Income | $0 | – | -14,308 | -100.0% | -0.01% | – |
| EIM | Exit | Eaton Vance Municipal Bond Fund | $0 | – | -18,000 | -100.0% | -0.01% | – |
| XPDI | Exit | Power Digital Infra Acquisition | $0 | – | -25,000 | -100.0% | -0.01% | – |
| MYI | Exit | Advertisement BlackRock MuniYield Quality III | $0 | – | -19,500 | -100.0% | -0.01% | – |
| INFO | Exit | Ihs Markit LTD Com | $0 | – | -3,379 | -100.0% | -0.01% | – |
| KOR | Exit | Corvus Gold Inc Com | $0 | – | -144,063 | -100.0% | -0.02% | – |
| BUD | Exit | AnheuserBusch Inbevsponsored adr | $0 | – | -10,112 | -100.0% | -0.02% | – |
| RDSA | Exit | Royal Dutch Shell Aspons adr a | $0 | – | -22,249 | -100.0% | -0.03% | – |
| CLNE | Exit | Clean Energy Fuels | $0 | – | -287,018 | -100.0% | -0.06% | – |
| STIP | Exit | iShares 05 Year TIPS Bond ETF0-5 yr tips etf | $0 | – | -216,000 | -100.0% | -0.72% | – |
| GLDM | Exit | SPDR Gold MiniSharesspdr gld minis | $0 | – | -6,887,736 | -100.0% | -3.95% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-10
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 17 | Q3 2023 | 33.7% |
| VANGUARD S&P 500 ETF | 17 | Q3 2023 | 6.8% |
| SPDR S&P 500 ETF TR | 17 | Q3 2023 | 3.5% |
| VANGUARD TAX-MANAGED INTL FD | 17 | Q3 2023 | 2.5% |
| APPLE INC COM | 17 | Q3 2023 | 1.7% |
| MICROSOFT CORP. | 17 | Q3 2023 | 1.2% |
| SPDR GOLD TRUST | 17 | Q3 2023 | 3.8% |
| TPG RE FIN TR INC | 17 | Q3 2023 | 5.1% |
| INVESCO QQQ TRUST | 17 | Q3 2023 | 2.5% |
| VANGUARD SPECIALIZED FUNDS | 17 | Q3 2023 | 0.7% |
View EVOKE WEALTH, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-12 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-09 |
| 13F-HR | 2023-05-08 |
| 13F-HR | 2023-02-10 |
| 13F-HR | 2022-11-07 |
| 13F-HR | 2022-08-04 |
| 13F-HR | 2022-05-10 |
| 13F-HR | 2022-02-09 |
| 13F-HR | 2021-11-12 |
View EVOKE WEALTH, 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.