$134 Million is the total value of Key FInancial Inc's 754 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 575.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Sell | APPLE INC | $10,589,000 | +13.3% | 79,805 | -1.2% | 7.88% | -17.8% |
| DIS | Sell | DISNEY WALT CO | $8,524,000 | +39.1% | 47,048 | -4.8% | 6.34% | +0.9% |
| INCY | Buy | INCYTE CORP | $5,700,000 | +20.9% | 65,533 | +24.7% | 4.24% | -12.2% |
| MSFT | Buy | MICROSOFT CORP | $4,930,000 | +6.2% | 22,164 | +0.4% | 3.67% | -22.9% |
| SLYV | Buy | SPDR SER TRs&p 600 smcp val | $4,698,000 | +50.8% | 70,976 | +14.1% | 3.50% | +9.4% |
| DOL | Buy | WISDOMTREE TRintl lrgcap dv | $4,231,000 | +33.1% | 92,120 | +19.7% | 3.15% | -3.5% |
| JNJ | Buy | JOHNSON & JOHNSON | $3,303,000 | +6.2% | 20,987 | +0.4% | 2.46% | -23.0% |
| AMZN | Sell | AMAZON COM INC | $3,088,000 | +2.5% | 948 | -0.9% | 2.30% | -25.6% |
| DLN | Buy | WISDOMTREE TRus largecap divd | $2,758,000 | +16.2% | 25,653 | +4.9% | 2.05% | -15.7% |
| DES | Buy | WISDOMTREE TRus smallcap divd | $2,461,000 | +47.5% | 92,513 | +16.8% | 1.83% | +7.0% |
| JPM | Buy | JPMORGAN CHASE & CO | $2,163,000 | +32.5% | 17,020 | +0.4% | 1.61% | -3.8% |
| EFG | Buy | ISHARES TReafe grwth etf | $2,061,000 | +13.5% | 20,424 | +1.1% | 1.53% | -17.7% |
| MRK | Buy | MERCK & CO. INC | $1,913,000 | -1.3% | 23,381 | +0.1% | 1.42% | -28.4% |
| PG | Buy | PROCTER AND GAMBLE CO | $1,913,000 | +0.4% | 13,752 | +0.3% | 1.42% | -27.2% |
| XOM | Sell | EXXON MOBIL CORP | $1,723,000 | +19.2% | 41,790 | -0.7% | 1.28% | -13.5% |
| NEE | Buy | NEXTERA ENERGY INC | $1,661,000 | +11.2% | 21,528 | +300.0% | 1.24% | -19.3% |
| STBA | S & T BANCORP INC | $1,573,000 | +40.4% | 63,332 | 0.0% | 1.17% | +1.9% | |
| PFF | Sell | ISHARES TRpfd and incm sec | $1,543,000 | +3.1% | 40,074 | -2.4% | 1.15% | -25.2% |
| ICVT | Buy | ISHARES TRconv bd etf | $1,505,000 | +19.6% | 15,585 | +0.1% | 1.12% | -13.2% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $1,494,000 | +20.4% | 3,981 | +7.8% | 1.11% | -12.6% |
| SPYV | Buy | SPDR SER TRprtflo s&p500 vl | $1,397,000 | +40.1% | 40,618 | +23.1% | 1.04% | +1.7% |
| HD | HOME DEPOT INC | $1,339,000 | -4.4% | 5,042 | 0.0% | 1.00% | -30.6% | |
| IWF | Sell | ISHARES TRrus 1000 grw etf | $1,251,000 | +0.3% | 5,188 | -9.7% | 0.93% | -27.2% |
| PFE | Sell | PFIZER INC | $1,199,000 | -12.2% | 32,577 | -12.4% | 0.89% | -36.3% |
| FISV | FISERV INC | $1,014,000 | +10.5% | 8,906 | 0.0% | 0.76% | -19.9% | |
| ABT | ABBOTT LABS | $891,000 | +0.6% | 8,139 | 0.0% | 0.66% | -27.1% | |
| IWP | Buy | ISHARES TRrus md cp gr etf | $866,000 | +17.7% | 8,436 | +98.2% | 0.64% | -14.6% |
| IWB | Sell | ISHARES TRrus 1000 etf | $846,000 | +9.2% | 3,992 | -3.6% | 0.63% | -20.8% |
| AVGO | BROADCOM INC | $835,000 | +20.1% | 1,908 | 0.0% | 0.62% | -12.8% | |
| PAYX | PAYCHEX INC | $816,000 | +16.7% | 8,761 | 0.0% | 0.61% | -15.3% | |
| PEP | Buy | PEPSICO INC | $804,000 | +7.9% | 5,424 | +0.9% | 0.60% | -21.7% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $798,000 | -6.9% | 13,579 | -5.7% | 0.59% | -32.4% |
| IWM | Sell | ISHARES TRrussell 2000 etf | $763,000 | +21.5% | 3,892 | -7.2% | 0.57% | -11.8% |
| MCD | Sell | MCDONALDS CORP | $714,000 | -7.6% | 3,326 | -5.5% | 0.53% | -33.0% |
| GIS | GENERAL MLS INC | $702,000 | -4.6% | 11,940 | 0.0% | 0.52% | -30.7% | |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $696,000 | +8.8% | 2 | 0.0% | 0.52% | -21.0% | |
| IWD | Buy | ISHARES TRrus 1000 val etf | $685,000 | +21.7% | 5,009 | +5.1% | 0.51% | -11.6% |
| UNH | UNITEDHEALTH GROUP INC | $684,000 | +12.5% | 1,950 | 0.0% | 0.51% | -18.4% | |
| WTRG | ESSENTIAL UTILS INC | $677,000 | +17.5% | 14,319 | 0.0% | 0.50% | -14.7% | |
| GOOGL | ALPHABET INCcap stk cl a | $668,000 | +19.7% | 381 | 0.0% | 0.50% | -13.1% | |
| CP | CANADIAN PAC RY LTD | $650,000 | +13.8% | 1,875 | 0.0% | 0.48% | -17.4% | |
| BND | Buy | VANGUARD BD INDEX FDStotal bnd mrkt | $632,000 | +48.7% | 7,164 | +48.5% | 0.47% | +7.8% |
| BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $620,000 | +9.0% | 2,673 | 0.0% | 0.46% | -21.1% | |
| IJT | Buy | ISHARES TRs&p sml 600 gwt | $614,000 | +17.9% | 5,374 | +81.9% | 0.46% | -14.4% |
| ABBV | Sell | ABBVIE INC | $611,000 | +20.3% | 5,705 | -1.7% | 0.46% | -12.7% |
| VBK | VANGUARD INDEX FDSsml cp grw etf | $605,000 | +24.5% | 2,261 | 0.0% | 0.45% | -9.6% | |
| VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $580,000 | +8.4% | 6,834 | +0.8% | 0.43% | -21.3% |
| VGT | Buy | VANGUARD WORLD FDSinf tech etf | $564,000 | +27.9% | 1,595 | +12.6% | 0.42% | -7.1% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $563,000 | +107.0% | 2,890 | +80.7% | 0.42% | +50.2% |
| SPYG | Buy | SPDR SER TRprtflo s&p500 gw | $561,000 | +64.5% | 10,143 | +49.1% | 0.42% | +19.4% |
| MCO | MOODYS CORP | $560,000 | +0.2% | 1,930 | 0.0% | 0.42% | -27.2% | |
| CRM | Sell | SALESFORCE COM INC | $545,000 | -33.9% | 2,451 | -25.2% | 0.41% | -52.0% |
| TJX | Buy | TJX COS INC NEW | $516,000 | +23.4% | 7,550 | +0.5% | 0.38% | -10.5% |
| CWB | Buy | SPDR SER TRblmbrg brc cnvrt | $509,000 | +40.2% | 6,143 | +16.7% | 0.38% | +1.9% |
| MUB | Sell | ISHARES TRnational mun etf | $497,000 | -1.8% | 4,238 | -2.8% | 0.37% | -28.7% |
| GLW | Sell | CORNING INC | $495,000 | +7.6% | 13,740 | -3.2% | 0.37% | -22.0% |
| T | Sell | AT&T INC | $488,000 | -0.4% | 16,984 | -1.2% | 0.36% | -27.8% |
| KMB | Buy | KIMBERLY-CLARK CORP | $481,000 | -5.7% | 3,565 | +3.2% | 0.36% | -31.5% |
| DON | WISDOMTREE TRus midcap divid | $480,000 | +20.3% | 13,799 | 0.0% | 0.36% | -12.7% | |
| GOOG | ALPHABET INCcap stk cl c | $466,000 | +19.2% | 266 | 0.0% | 0.35% | -13.5% | |
| MMM | 3M CO | $449,000 | +9.2% | 2,568 | 0.0% | 0.33% | -20.9% | |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $444,000 | +35.0% | 1,414 | +19.4% | 0.33% | -2.1% |
| RWR | SPDR SER TRdj reit etf | $438,000 | +11.2% | 5,055 | 0.0% | 0.33% | -19.3% | |
| VOE | VANGUARD INDEX FDSmcap vl idxvip | $432,000 | +17.4% | 3,631 | 0.0% | 0.32% | -14.6% | |
| CMCSA | COMCAST CORP NEWcl a | $420,000 | +13.2% | 8,020 | 0.0% | 0.31% | -17.8% | |
| IJK | Buy | ISHARES TRs&p mc 400gr etf | $404,000 | +13.2% | 5,589 | +274.1% | 0.30% | -17.8% |
| BSCL | Sell | INVESCO EXCH TRD SLF IDX FD | $398,000 | -1.7% | 18,772 | -1.3% | 0.30% | -28.7% |
| BABA | ALIBABA GROUP HLDG LTDsponsored ads | $394,000 | -20.7% | 1,691 | 0.0% | 0.29% | -42.5% | |
| ORCL | Buy | ORACLE CORP | $386,000 | +12.5% | 5,964 | +3.7% | 0.29% | -18.5% |
| TIP | Buy | ISHARES TRtips bd etf | $381,000 | +16.2% | 2,986 | +15.2% | 0.28% | -15.5% |
| GWX | SPDR INDEX SHS FDSs&p intl smlcp | $375,000 | +16.8% | 10,585 | 0.0% | 0.28% | -15.2% | |
| VYM | VANGUARD WHITEHALL FDShigh div yld | $375,000 | +13.3% | 4,095 | 0.0% | 0.28% | -17.7% | |
| KO | Sell | COCA COLA CO | $361,000 | +8.7% | 6,584 | -2.1% | 0.27% | -21.1% |
| SYK | STRYKER CORPORATION | $350,000 | +17.4% | 1,430 | 0.0% | 0.26% | -14.7% | |
| VWO | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $348,000 | +15.6% | 6,954 | 0.0% | 0.26% | -16.2% | |
| BAC | BK OF AMERICA CORP | $347,000 | +25.7% | 11,458 | 0.0% | 0.26% | -8.8% | |
| AMT | Sell | AMERICAN TOWER CORP NEW | $343,000 | -27.2% | 1,529 | -21.6% | 0.26% | -47.2% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $339,000 | +42.4% | 906 | +27.4% | 0.25% | +3.3% |
| IVW | Buy | ISHARES TRs&p 500 grwt etf | $337,000 | +19.5% | 5,288 | +332.7% | 0.25% | -13.1% |
| ED | CONSOLIDATED EDISON INC | $329,000 | -7.1% | 4,546 | 0.0% | 0.24% | -32.5% | |
| AMGN | Buy | AMGEN INC | $327,000 | -6.3% | 1,423 | +3.7% | 0.24% | -32.1% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $322,000 | +40.0% | 3,499 | +7.1% | 0.24% | +1.7% |
| IJS | Buy | ISHARES TRsp smcp600vl etf | $318,000 | +37.1% | 3,906 | +106.4% | 0.24% | -0.4% |
| DHI | Sell | D R HORTON INC | $309,000 | -19.5% | 4,487 | -11.7% | 0.23% | -41.6% |
| V | Buy | VISA INC | $293,000 | +11.8% | 1,338 | +2.1% | 0.22% | -19.0% |
| INTC | Buy | INTEL CORP | $292,000 | +1.0% | 5,854 | +5.0% | 0.22% | -26.7% |
| VUG | Buy | VANGUARD INDEX FDSgrowth etf | $286,000 | +38.2% | 1,127 | +23.7% | 0.21% | +0.5% |
| EFV | Buy | ISHARES TReafe value etf | $281,000 | +23.8% | 5,957 | +5.8% | 0.21% | -10.3% |
| CVX | Sell | CHEVRON CORP NEW | $277,000 | +11.2% | 3,282 | -5.1% | 0.21% | -19.2% |
| IJH | New | ISHARES TRcore s&p mcp etf | $271,000 | – | 1,177 | +100.0% | 0.20% | – |
| BSMP | INVESCO EXCH TRD SLF IDX FD | $268,000 | +0.4% | 10,330 | 0.0% | 0.20% | -27.4% | |
| BSMO | INVESCO EXCH TRD SLF IDX FD | $267,000 | +0.4% | 10,402 | 0.0% | 0.20% | -27.1% | |
| BSMM | INVESCO EXCH TRD SLF IDX FD | $266,000 | 0.0% | 10,467 | 0.0% | 0.20% | -27.5% | |
| BSMN | INVESCO EXCH TRD SLF IDX FD | $266,000 | 0.0% | 10,395 | 0.0% | 0.20% | -27.5% | |
| EW | EDWARDS LIFESCIENCES CORP | $263,000 | +14.3% | 2,883 | 0.0% | 0.20% | -16.9% | |
| CVS | CVS HEALTH CORP | $260,000 | +17.1% | 3,808 | 0.0% | 0.19% | -14.9% | |
| SLYG | New | SPDR SER TRs&p 600 smcp grw | $260,000 | – | 3,398 | +100.0% | 0.19% | – |
| VFC | V F CORP | $260,000 | +22.1% | 3,039 | 0.0% | 0.19% | -11.0% | |
| EEM | Sell | ISHARES TRmsci emg mkt etf | $257,000 | +10.3% | 4,979 | -5.7% | 0.19% | -20.1% |
| CSCO | Buy | CISCO SYS INC | $251,000 | +15.7% | 5,607 | +1.8% | 0.19% | -16.1% |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $250,000 | +17.9% | 2,105 | +3.5% | 0.19% | -14.3% |
| IWO | New | ISHARES TRrus 2000 grw etf | $248,000 | – | 866 | +100.0% | 0.18% | – |
| UNP | Sell | UNION PAC CORP | $247,000 | -27.4% | 1,187 | -31.3% | 0.18% | -47.3% |
| ONEQ | FIDELITY COMWLTH TRndq cp idx trk | $245,000 | +15.6% | 488 | 0.0% | 0.18% | -16.1% | |
| MA | MASTERCARD INCORPORATEDcl a | $244,000 | +5.6% | 684 | 0.0% | 0.18% | -23.2% | |
| BSML | INVESCO EXCH TRD SLF IDX FD | $240,000 | 0.0% | 9,467 | 0.0% | 0.18% | -27.2% | |
| SBUX | Sell | STARBUCKS CORP | $239,000 | +9.6% | 2,232 | -11.8% | 0.18% | -20.5% |
| IWN | New | ISHARES TRrus 2000 val etf | $236,000 | – | 1,788 | +100.0% | 0.18% | – |
| GILD | GILEAD SCIENCES INC | $235,000 | -7.8% | 4,034 | 0.0% | 0.18% | -33.2% | |
| SDY | Sell | SPDR SER TRs&p divid etf | $233,000 | +14.2% | 2,195 | -0.6% | 0.17% | -17.2% |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS | $231,000 | -9.8% | 1,838 | -12.7% | 0.17% | -34.6% |
| PAYC | New | PAYCOM SOFTWARE INC | $226,000 | – | 500 | +100.0% | 0.17% | – |
| CTVA | New | CORTEVA INC | $226,000 | – | 5,845 | +100.0% | 0.17% | – |
| DWM | New | WISDOMTREE TRintl equity fd | $215,000 | – | 4,249 | +100.0% | 0.16% | – |
| ROK | New | ROCKWELL AUTOMATION INC | $213,000 | – | 851 | +100.0% | 0.16% | – |
| LHX | New | L3HARRIS TECHNOLOGIES INC | $213,000 | – | 1,129 | +100.0% | 0.16% | – |
| EXC | New | EXELON CORP | $211,000 | – | 4,999 | +100.0% | 0.16% | – |
| TOL | TOLL BROTHERS INC | $209,000 | -10.7% | 4,800 | 0.0% | 0.16% | -35.0% | |
| DNL | New | WISDOMTREE TRglb us qtly div | $209,000 | – | 2,749 | +100.0% | 0.16% | – |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO | $208,000 | -30.9% | 3,359 | -32.7% | 0.16% | -49.8% |
| VIAC | New | VIACOMCBS INCcl b | $202,000 | – | 5,433 | +100.0% | 0.15% | – |
| DTN | New | WISDOMTREE TRus divid ex fncl | $201,000 | – | 2,403 | +100.0% | 0.15% | – |
| NSC | Sell | NORFOLK SOUTHN CORP | $199,000 | -2.5% | 837 | -12.1% | 0.15% | -29.2% |
| DTD | New | WISDOMTREE TRus total dividnd | $193,000 | – | 1,838 | +100.0% | 0.14% | – |
| MDLZ | New | MONDELEZ INTL INCcl a | $192,000 | – | 3,281 | +100.0% | 0.14% | – |
| RTX | New | RAYTHEON TECHNOLOGIES CORP | $184,000 | – | 2,570 | +100.0% | 0.14% | – |
| VCR | New | VANGUARD WORLD FDSconsum dis etf | $184,000 | – | 667 | +100.0% | 0.14% | – |
| PNC | New | PNC FINL SVCS GROUP INC | $183,000 | – | 1,230 | +100.0% | 0.14% | – |
| UPS | New | UNITED PARCEL SERVICE INCcl b | $181,000 | – | 1,072 | +100.0% | 0.14% | – |
| MAR | New | MARRIOTT INTL INC NEWcl a | $179,000 | – | 1,359 | +100.0% | 0.13% | – |
| FB | New | FACEBOOK INCcl a | $179,000 | – | 655 | +100.0% | 0.13% | – |
| BR | New | BROADRIDGE FINL SOLUTIONS IN | $177,000 | – | 1,156 | +100.0% | 0.13% | – |
| VBR | New | VANGUARD INDEX FDSsm cp val etf | $177,000 | – | 1,248 | +100.0% | 0.13% | – |
| SCZ | New | ISHARES TReafe sml cp etf | $175,000 | – | 2,555 | +100.0% | 0.13% | – |
| VIS | New | VANGUARD WORLD FDSindustrial etf | $172,000 | – | 1,011 | +100.0% | 0.13% | – |
| GE | Sell | GENERAL ELECTRIC CO | $170,000 | +25.9% | 15,765 | -27.2% | 0.13% | -8.0% |
| TMO | New | THERMO FISHER SCIENTIFIC INC | $168,000 | – | 361 | +100.0% | 0.12% | – |
| UGI | New | UGI CORP NEW | $167,000 | – | 4,783 | +100.0% | 0.12% | – |
| STT | New | STATE STR CORP | $165,000 | – | 2,269 | +100.0% | 0.12% | – |
| BSMQ | New | INVESCO EXCH TRD SLF IDX FD | $164,000 | – | 6,333 | +100.0% | 0.12% | – |
| BSMR | New | INVESCO EXCH TRD SLF IDX FD | $164,000 | – | 6,376 | +100.0% | 0.12% | – |
| ECL | New | ECOLAB INC | $159,000 | – | 737 | +100.0% | 0.12% | – |
| IVOV | New | VANGUARD ADMIRAL FDS INCmidcp 400 val | $153,000 | – | 1,163 | +100.0% | 0.11% | – |
| IWS | New | ISHARES TRrus mdcp val etf | $153,000 | – | 1,583 | +100.0% | 0.11% | – |
| TSLA | New | TESLA INC | $152,000 | – | 215 | +100.0% | 0.11% | – |
| BSJL | New | INVESCO EXCH TRD SLF IDX FD | $150,000 | – | 6,481 | +100.0% | 0.11% | – |
| MTUM | New | ISHARES TRmsci usa mmentm | $149,000 | – | 922 | +100.0% | 0.11% | – |
| TRV | New | TRAVELERS COMPANIES INC | $147,000 | – | 1,049 | +100.0% | 0.11% | – |
| HPQ | New | HP INC | $145,000 | – | 5,917 | +100.0% | 0.11% | – |
| XLV | New | SELECT SECTOR SPDR TRsbi healthcare | $142,000 | – | 1,255 | +100.0% | 0.11% | – |
| VEEV | New | VEEVA SYS INC | $142,000 | – | 520 | +100.0% | 0.11% | – |
| BSJM | New | INVESCO EXCH TRD SLF IDX FD | $138,000 | – | 5,910 | +100.0% | 0.10% | – |
| NVO | New | NOVO-NORDISK A Sadr | $139,000 | – | 1,995 | +100.0% | 0.10% | – |
| IVE | New | ISHARES TRs&p 500 val etf | $137,000 | – | 1,067 | +100.0% | 0.10% | – |
| PEG | New | PUBLIC SVC ENTERPRISE GRP IN | $136,000 | – | 2,335 | +100.0% | 0.10% | – |
| CC | New | CHEMOURS CO | $135,000 | – | 5,435 | +100.0% | 0.10% | – |
| PSX | New | PHILLIPS 66 | $135,000 | – | 1,935 | +100.0% | 0.10% | – |
| VEA | New | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $134,000 | – | 2,836 | +100.0% | 0.10% | – |
| SLY | New | SPDR SER TRs&p 600 sml cap | $134,000 | – | 1,681 | +100.0% | 0.10% | – |
| ADP | New | AUTOMATIC DATA PROCESSING IN | $132,000 | – | 748 | +100.0% | 0.10% | – |
| FIS | New | FIDELITY NATL INFORMATION SV | $130,000 | – | 920 | +100.0% | 0.10% | – |
| BSCM | New | INVESCO EXCH TRD SLF IDX FD | $129,000 | – | 5,951 | +100.0% | 0.10% | – |
| AGG | New | ISHARES TRcore us aggbd et | $127,000 | – | 1,072 | +100.0% | 0.10% | – |
| AXP | New | AMERICAN EXPRESS CO | $124,000 | – | 1,023 | +100.0% | 0.09% | – |
| XLU | New | SELECT SECTOR SPDR TRsbi int-utils | $122,000 | – | 1,940 | +100.0% | 0.09% | – |
| HON | New | HONEYWELL INTL INC | $122,000 | – | 572 | +100.0% | 0.09% | – |
| BIIB | New | BIOGEN INC | $121,000 | – | 495 | +100.0% | 0.09% | – |
| WMT | New | WALMART INC | $115,000 | – | 801 | +100.0% | 0.09% | – |
| CAG | New | CONAGRA BRANDS INC | $114,000 | – | 3,150 | +100.0% | 0.08% | – |
| IXN | New | ISHARES TRglobal tech etf | $113,000 | – | 377 | +100.0% | 0.08% | – |
| BSCN | New | INVESCO EXCH TRD SLF IDX FD | $111,000 | – | 5,058 | +100.0% | 0.08% | – |
| BSJO | New | INVESCO EXCH TRD SLF IDX FD | $111,000 | – | 4,468 | +100.0% | 0.08% | – |
| AEP | New | AMERICAN ELEC PWR CO INC | $112,000 | – | 1,351 | +100.0% | 0.08% | – |
| BSJN | New | INVESCO EXCH TRD SLF IDX FD | $112,000 | – | 4,423 | +100.0% | 0.08% | – |
| AFL | New | AFLAC INC | $110,000 | – | 2,472 | +100.0% | 0.08% | – |
| WBA | New | WALGREENS BOOTS ALLIANCE INC | $109,000 | – | 2,724 | +100.0% | 0.08% | – |
| LDOS | New | LEIDOS HOLDINGS INC | $108,000 | – | 1,025 | +100.0% | 0.08% | – |
| TGTX | New | TG THERAPEUTICS INC | $104,000 | – | 2,000 | +100.0% | 0.08% | – |
| QCOM | New | QUALCOMM INC | $100,000 | – | 656 | +100.0% | 0.07% | – |
| MO | New | ALTRIA GROUP INC | $97,000 | – | 2,364 | +100.0% | 0.07% | – |
| ALL | New | ALLSTATE CORP | $97,000 | – | 886 | +100.0% | 0.07% | – |
| LBRDK | New | LIBERTY BROADBAND CORP | $95,000 | – | 600 | +100.0% | 0.07% | – |
| DUK | New | DUKE ENERGY CORP NEW | $94,000 | – | 1,028 | +100.0% | 0.07% | – |
| TDIV | New | FIRST TR EXCHANGE-TRADED FDnasd tech div | $94,000 | – | 1,900 | +100.0% | 0.07% | – |
| QDF | New | FLEXSHARES TRqualt divd idx | $94,000 | – | 1,893 | +100.0% | 0.07% | – |
| MS | New | MORGAN STANLEY | $93,000 | – | 1,355 | +100.0% | 0.07% | – |
| HSY | New | HERSHEY CO | $93,000 | – | 608 | +100.0% | 0.07% | – |
| XLF | New | SELECT SECTOR SPDR TRsbi int-finl | $93,000 | – | 3,158 | +100.0% | 0.07% | – |
| STZ | New | CONSTELLATION BRANDS INCcl a | $93,000 | – | 425 | +100.0% | 0.07% | – |
| AZN | New | ASTRAZENECA PLCsponsored adr | $88,000 | – | 1,768 | +100.0% | 0.07% | – |
| EMF | New | TEMPLETON EMERGING MKTS FD | $89,000 | – | 4,736 | +100.0% | 0.07% | – |
| WPC | New | WP CAREY INC | $85,000 | – | 1,203 | +100.0% | 0.06% | – |
| VOO | New | VANGUARD INDEX FDS | $85,000 | – | 248 | +100.0% | 0.06% | – |
| BCE | New | BCE INC | $84,000 | – | 1,951 | +100.0% | 0.06% | – |
| BSCO | New | INVESCO EXCH TRD SLF IDX FD | $84,000 | – | 3,772 | +100.0% | 0.06% | – |
| BSJP | New | INVESCO EXCH TRD SLF IDX FD | $83,000 | – | 3,377 | +100.0% | 0.06% | – |
| DHR | New | DANAHER CORPORATION | $83,000 | – | 374 | +100.0% | 0.06% | – |
| MDT | New | MEDTRONIC PLC | $83,000 | – | 706 | +100.0% | 0.06% | – |
| PYPL | New | PAYPAL HLDGS INC | $83,000 | – | 354 | +100.0% | 0.06% | – |
| CL | New | COLGATE PALMOLIVE CO | $82,000 | – | 963 | +100.0% | 0.06% | – |
| BSCP | New | INVESCO EXCH TRD SLF IDX FD | $82,000 | – | 3,639 | +100.0% | 0.06% | – |
| NXPI | New | NXP SEMICONDUCTORS N V | $80,000 | – | 500 | +100.0% | 0.06% | – |
| IYW | New | ISHARES TRu.s. tech etf | $80,000 | – | 944 | +100.0% | 0.06% | – |
| NVS | New | NOVARTIS AGsponsored adr | $81,000 | – | 859 | +100.0% | 0.06% | – |
| SPGI | New | S&P GLOBAL INC | $79,000 | – | 239 | +100.0% | 0.06% | – |
| FAST | New | FASTENAL CO | $78,000 | – | 1,606 | +100.0% | 0.06% | – |
| FLQG | New | FRANKLIN TEMPLETON ETF TRlibertyq equty | $78,000 | – | 2,179 | +100.0% | 0.06% | – |
| XNTK | New | SPDR SER TRnyse tech etf | $76,000 | – | 537 | +100.0% | 0.06% | – |
| VTRS | New | VIATRIS INC | $76,000 | – | 4,047 | +100.0% | 0.06% | – |
| MDYG | New | SPDR SER TRs&p 400 mdcp grw | $75,000 | – | 1,076 | +100.0% | 0.06% | – |
| IDXX | New | IDEXX LABS INC | $75,000 | – | 150 | +100.0% | 0.06% | – |
| LOW | New | LOWES COS INC | $73,000 | – | 455 | +100.0% | 0.05% | – |
| BKNG | New | BOOKING HOLDINGS INC | $71,000 | – | 32 | +100.0% | 0.05% | – |
| XYL | New | XYLEM INC | $71,000 | – | 700 | +100.0% | 0.05% | – |
| SWKS | New | SKYWORKS SOLUTIONS INC | $68,000 | – | 443 | +100.0% | 0.05% | – |
| BLK | New | BLACKROCK INC | $69,000 | – | 95 | +100.0% | 0.05% | – |
| CNC | New | CENTENE CORP DEL | $69,000 | – | 1,155 | +100.0% | 0.05% | – |
| ROKU | New | ROKU INC | $67,000 | – | 201 | +100.0% | 0.05% | – |
| DG | New | DOLLAR GEN CORP NEW | $66,000 | – | 312 | +100.0% | 0.05% | – |
| XLB | New | SELECT SECTOR SPDR TRsbi materials | $65,000 | – | 900 | +100.0% | 0.05% | – |
| EMR | New | EMERSON ELEC CO | $64,000 | – | 800 | +100.0% | 0.05% | – |
| BA | New | BOEING CO | $64,000 | – | 299 | +100.0% | 0.05% | – |
| EBLU | New | MANAGED PORTFOLIO SERIESecofin gbl water | $63,000 | – | 1,572 | +100.0% | 0.05% | – |
| VRSK | New | VERISK ANALYTICS INC | $62,000 | – | 300 | +100.0% | 0.05% | – |
| MSI | New | MOTOROLA SOLUTIONS INC | $62,000 | – | 365 | +100.0% | 0.05% | – |
| IUSG | New | ISHARES TRcore s&p us gwt | $62,000 | – | 696 | +100.0% | 0.05% | – |
| SYY | New | SYSCO CORP | $61,000 | – | 817 | +100.0% | 0.04% | – |
| CSX | New | CSX CORP | $59,000 | – | 647 | +100.0% | 0.04% | – |
| LLY | New | LILLY ELI & CO | $59,000 | – | 350 | +100.0% | 0.04% | – |
| VPL | New | VANGUARD INTL EQUITY INDEX Fftse pacific etf | $58,000 | – | 731 | +100.0% | 0.04% | – |
| BWFG | New | BANKWELL FINL GROUP INC | $57,000 | – | 2,900 | +100.0% | 0.04% | – |
| SPHQ | New | INVESCO EXCHANGE TRADED FD Ts&p500 quality | $57,000 | – | 1,360 | +100.0% | 0.04% | – |
| FULT | New | FULTON FINL CORP PA | $56,000 | – | 4,433 | +100.0% | 0.04% | – |
| GLD | New | SPDR GOLD TR | $56,000 | – | 315 | +100.0% | 0.04% | – |
| MCHP | New | MICROCHIP TECHNOLOGY INC. | $55,000 | – | 400 | +100.0% | 0.04% | – |
| ABC | New | AMERISOURCEBERGEN CORP | $55,000 | – | 567 | +100.0% | 0.04% | – |
| HYS | New | PIMCO ETF TR0-5 high yield | $55,000 | – | 559 | +100.0% | 0.04% | – |
| SPLG | New | SPDR SER TRportfolio s&p500 | $54,000 | – | 1,227 | +100.0% | 0.04% | – |
| FYC | New | FIRST TR EXCHANGE-TRADED ALPsml cp grw alp | $52,000 | – | 844 | +100.0% | 0.04% | – |
| BP | New | BP PLCsponsored adr | $52,000 | – | 2,538 | +100.0% | 0.04% | – |
| EIX | New | EDISON INTL | $52,000 | – | 827 | +100.0% | 0.04% | – |
| ENB | New | ENBRIDGE INC | $53,000 | – | 1,665 | +100.0% | 0.04% | – |
| LNC | New | LINCOLN NATL CORP IND | $50,000 | – | 1,000 | +100.0% | 0.04% | – |
| NQP | New | NUVEEN PENNSYLVANIA QLT MUN | $50,000 | – | 3,439 | +100.0% | 0.04% | – |
| SPSM | New | SPDR SER TRportfolio s&p600 | $50,000 | – | 1,405 | +100.0% | 0.04% | – |
| IJJ | New | ISHARES TRs&p mc 400vl etf | $50,000 | – | 578 | +100.0% | 0.04% | – |
| DIA | New | SPDR DOW JONES INDL AVERAGEut ser 1 | $50,000 | – | 163 | +100.0% | 0.04% | – |
| CCI | New | CROWN CASTLE INTL CORP NEW | $48,000 | – | 303 | +100.0% | 0.04% | – |
| VOT | New | VANGUARD INDEX FDSmcap gr idxvip | $49,000 | – | 233 | +100.0% | 0.04% | – |
| LIN | New | LINDE PLC | $49,000 | – | 185 | +100.0% | 0.04% | – |
| SDOG | New | ALPS ETF TRsectr div dogs | $49,000 | – | 1,098 | +100.0% | 0.04% | – |
| FDS | New | FACTSET RESH SYS INC | $47,000 | – | 140 | +100.0% | 0.04% | – |
| XLK | New | SELECT SECTOR SPDR TRtechnology | $47,000 | – | 361 | +100.0% | 0.04% | – |
| YUMC | New | YUM CHINA HLDGS INC | $46,000 | – | 800 | +100.0% | 0.03% | – |
| PPL | New | PPL CORP | $46,000 | – | 1,630 | +100.0% | 0.03% | – |
| LEN | New | LENNAR CORPcl a | $46,000 | – | 600 | +100.0% | 0.03% | – |
| VCSH | New | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $46,000 | – | 553 | +100.0% | 0.03% | – |
| EPD | New | ENTERPRISE PRODS PARTNERS L | $45,000 | – | 2,304 | +100.0% | 0.03% | – |
| SHW | New | SHERWIN WILLIAMS CO | $45,000 | – | 61 | +100.0% | 0.03% | – |
| C | New | CITIGROUP INC | $44,000 | – | 707 | +100.0% | 0.03% | – |
| OKE | New | ONEOK INC NEW | $45,000 | – | 1,183 | +100.0% | 0.03% | – |
| PTLC | New | PACER FDS TRtrendp us lar cp | $44,000 | – | 1,360 | +100.0% | 0.03% | – |
| FCPT | New | FOUR CORNERS PPTY TR INC | $45,000 | – | 1,498 | +100.0% | 0.03% | – |
| FLS | New | FLOWSERVE CORP | $44,000 | – | 1,200 | +100.0% | 0.03% | – |
| USMV | New | ISHARES TRmsci usa min vol | $43,000 | – | 634 | +100.0% | 0.03% | – |
| XLE | New | SELECT SECTOR SPDR TRenergy | $43,000 | – | 1,122 | +100.0% | 0.03% | – |
| DELL | New | DELL TECHNOLOGIES INCcl c | $43,000 | – | 585 | +100.0% | 0.03% | – |
| URI | New | UNITED RENTALS INC | $43,000 | – | 185 | +100.0% | 0.03% | – |
| LW | New | LAMB WESTON HLDGS INC | $41,000 | – | 525 | +100.0% | 0.03% | – |
| CAT | New | CATERPILLAR INC | $42,000 | – | 233 | +100.0% | 0.03% | – |
| COST | New | COSTCO WHSL CORP NEW | $41,000 | – | 110 | +100.0% | 0.03% | – |
| ETN | New | EATON CORP PLC | $41,000 | – | 344 | +100.0% | 0.03% | – |
| LH | New | LABORATORY CORP AMER HLDGS | $41,000 | – | 200 | +100.0% | 0.03% | – |
| BSJQ | New | INVESCO EXCH TRD SLF IDX FDinvsco blsh 26 | $42,000 | – | 1,629 | +100.0% | 0.03% | – |
| WM | New | WASTE MGMT INC DEL | $42,000 | – | 358 | +100.0% | 0.03% | – |
| CHRW | New | C H ROBINSON WORLDWIDE INC | $42,000 | – | 450 | +100.0% | 0.03% | – |
| CARR | New | CARRIER GLOBAL CORPORATION | $40,000 | – | 1,049 | +100.0% | 0.03% | – |
| DFNL | New | DAVIS FUNDAMENTAL ETF TRselect finl | $40,000 | – | 1,681 | +100.0% | 0.03% | – |
| AZO | New | AUTOZONE INC | $40,000 | – | 34 | +100.0% | 0.03% | – |
| TGT | New | TARGET CORP | $39,000 | – | 220 | +100.0% | 0.03% | – |
| MNST | New | MONSTER BEVERAGE CORP NEW | $39,000 | – | 420 | +100.0% | 0.03% | – |
| EXPD | New | EXPEDITORS INTL WASH INC | $39,000 | – | 405 | +100.0% | 0.03% | – |
| ADM | New | ARCHER DANIELS MIDLAND CO | $39,000 | – | 771 | +100.0% | 0.03% | – |
| IWV | New | ISHARES TRrussell 3000 etf | $39,000 | – | 174 | +100.0% | 0.03% | – |
| DEM | New | WISDOMTREE TRemer mkt high fd | $39,000 | – | 953 | +100.0% | 0.03% | – |
| DOW | New | DOW INC | $39,000 | – | 703 | +100.0% | 0.03% | – |
| XBI | New | SPDR SER TRs&p biotech | $37,000 | – | 265 | +100.0% | 0.03% | – |
| EBF | New | ENNIS INC | $38,000 | – | 2,148 | +100.0% | 0.03% | – |
| ANTM | New | ANTHEM INC | $37,000 | – | 116 | +100.0% | 0.03% | – |
| SQ | New | SQUARE INCcl a | $37,000 | – | 168 | +100.0% | 0.03% | – |
| SJM | New | SMUCKER J M CO | $37,000 | – | 321 | +100.0% | 0.03% | – |
| CNI | New | CANADIAN NATL RY CO | $37,000 | – | 340 | +100.0% | 0.03% | – |
| HPE | New | HEWLETT PACKARD ENTERPRISE C | $37,000 | – | 3,087 | +100.0% | 0.03% | – |
| MCK | New | MCKESSON CORP | $37,000 | – | 213 | +100.0% | 0.03% | – |
| D | New | DOMINION ENERGY INC | $37,000 | – | 494 | +100.0% | 0.03% | – |
| VO | New | VANGUARD INDEX FDSmid cap etf | $36,000 | – | 174 | +100.0% | 0.03% | – |
| IEMG | New | ISHARES INCcore msci emkt | $36,000 | – | 573 | +100.0% | 0.03% | – |
| ACN | New | ACCENTURE PLC IRELAND | $36,000 | – | 139 | +100.0% | 0.03% | – |
| IEFA | New | ISHARES TRcore msci eafe | $36,000 | – | 515 | +100.0% | 0.03% | – |
| OTIS | New | OTIS WORLDWIDE CORP | $35,000 | – | 513 | +100.0% | 0.03% | – |
| MPW | New | MEDICAL PPTYS TRUST INC | $35,000 | – | 1,600 | +100.0% | 0.03% | – |
| APH | New | AMPHENOL CORP NEWcl a | $33,000 | – | 250 | +100.0% | 0.02% | – |
| EVRG | New | EVERGY INC | $33,000 | – | 598 | +100.0% | 0.02% | – |
| JMST | New | J P MORGAN EXCHANGE-TRADED Fultra sht muncpl | $34,000 | – | 675 | +100.0% | 0.02% | – |
| APD | New | AIR PRODS & CHEMS INC | $33,000 | – | 121 | +100.0% | 0.02% | – |
| NNN | New | NATIONAL RETAIL PROPERTIES I | $33,000 | – | 800 | +100.0% | 0.02% | – |
| GD | New | GENERAL DYNAMICS CORP | $34,000 | – | 229 | +100.0% | 0.02% | – |
| PRF | New | INVESCO EXCHANGE TRADED FD Tftse rafi 1000 | $32,000 | – | 241 | +100.0% | 0.02% | – |
| RZG | New | INVESCO EXCHANGE TRADED FD Ts&p sml600 gwt | $32,000 | – | 229 | +100.0% | 0.02% | – |
| BSX | New | BOSTON SCIENTIFIC CORP | $32,000 | – | 885 | +100.0% | 0.02% | – |
| NULV | New | NUSHARES ETF TRnuveen esg lrgvl | $32,000 | – | 965 | +100.0% | 0.02% | – |
| CVE | New | CENOVUS ENERGY INC | $32,000 | – | 5,326 | +100.0% | 0.02% | – |
| BSCQ | New | INVESCO EXCH TRD SLF IDX FD | $32,000 | – | 1,456 | +100.0% | 0.02% | – |
| DFS | New | DISCOVER FINL SVCS | $31,000 | – | 343 | +100.0% | 0.02% | – |
| TTWO | New | TAKE-TWO INTERACTIVE SOFTWAR | $31,000 | – | 150 | +100.0% | 0.02% | – |
| GSK | New | GLAXOSMITHKLINE PLCsponsored adr | $31,000 | – | 830 | +100.0% | 0.02% | – |
| WFC | New | WELLS FARGO CO NEW | $31,000 | – | 1,030 | +100.0% | 0.02% | – |
| PM | New | PHILIP MORRIS INTL INC | $31,000 | – | 369 | +100.0% | 0.02% | – |
| BSV | New | VANGUARD BD INDEX FDSshort trm bond | $30,000 | – | 363 | +100.0% | 0.02% | – |
| QQQX | New | NUVEEN NASDAQ 100 DYNAMIC OV | $29,000 | – | 1,104 | +100.0% | 0.02% | – |
| BNDX | New | VANGUARD CHARLOTTE FDSintl bd idx etf | $29,000 | – | 494 | +100.0% | 0.02% | – |
| DVY | New | ISHARES TRselect divid etf | $30,000 | – | 311 | +100.0% | 0.02% | – |
| IBB | New | ISHARES TRnasdaq biotech | $30,000 | – | 195 | +100.0% | 0.02% | – |
| BSJR | New | INVESCO EXCH TRD SLF IDX FD | $28,000 | – | 1,080 | +100.0% | 0.02% | – |
| ADI | New | ANALOG DEVICES INC | $28,000 | – | 191 | +100.0% | 0.02% | – |
| HWM | New | HOWMET AEROSPACE INC | $28,000 | – | 987 | +100.0% | 0.02% | – |
| BBN | New | BLACKROCK TAX MUNICPAL BD TR | $27,000 | – | 1,000 | +100.0% | 0.02% | – |
| VIGI | New | VANGUARD WHITEHALL FDSintl dvd etf | $27,000 | – | 335 | +100.0% | 0.02% | – |
| PTIN | New | PACER FDS TRtrendpilot intl | $27,000 | – | 1,032 | +100.0% | 0.02% | – |
| RSP | New | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $26,000 | – | 204 | +100.0% | 0.02% | – |
| VICE | New | ADVISORSHARES TRvice e t f | $25,000 | – | 815 | +100.0% | 0.02% | – |
| AMAT | New | APPLIED MATLS INC | $26,000 | – | 298 | +100.0% | 0.02% | – |
| BSAC | New | BANCO SANTANDER CHILE NEW | $25,000 | – | 1,298 | +100.0% | 0.02% | – |
| EQIX | New | EQUINIX INC | $26,000 | – | 37 | +100.0% | 0.02% | – |
| BSCR | New | INVESCO EXCH TRD SLF IDX FD | $26,000 | – | 1,160 | +100.0% | 0.02% | – |
| LMT | New | LOCKHEED MARTIN CORP | $26,000 | – | 74 | +100.0% | 0.02% | – |
| NKE | New | NIKE INCcl b | $25,000 | – | 175 | +100.0% | 0.02% | – |
| PTMC | New | PACER FDS TRtrendp us mid cp | $25,000 | – | 771 | +100.0% | 0.02% | – |
| O | New | REALTY INCOME CORP | $25,000 | – | 398 | +100.0% | 0.02% | – |
| XLY | New | SELECT SECTOR SPDR TRsbi cons discr | $26,000 | – | 160 | +100.0% | 0.02% | – |
| MUA | New | BLACKROCK MUNIASSETS FD INC | $24,000 | – | 1,657 | +100.0% | 0.02% | – |
| XLP | New | SELECT SECTOR SPDR TRsbi cons stpls | $24,000 | – | 362 | +100.0% | 0.02% | – |
| MXIM | New | MAXIM INTEGRATED PRODS INC | $24,000 | – | 269 | +100.0% | 0.02% | – |
| ANSS | New | ANSYS INC | $24,000 | – | 67 | +100.0% | 0.02% | – |
| IDCC | New | INTERDIGITAL INC | $24,000 | – | 400 | +100.0% | 0.02% | – |
| FDN | New | FIRST TR EXCHANGE-TRADED FDdj internt idx | $24,000 | – | 113 | +100.0% | 0.02% | – |
| MRVL | New | MARVELL TECHNOLOGY GROUP LTDord | $24,000 | – | 509 | +100.0% | 0.02% | – |
| BDX | New | BECTON DICKINSON & CO | $24,000 | – | 95 | +100.0% | 0.02% | – |
| ITW | New | ILLINOIS TOOL WKS INC | $24,000 | – | 117 | +100.0% | 0.02% | – |
| SWK | New | STANLEY BLACK & DECKER INC | $24,000 | – | 133 | +100.0% | 0.02% | – |
| DLTR | New | DOLLAR TREE INC | $24,000 | – | 219 | +100.0% | 0.02% | – |
| HPS | New | HANCOCK JOHN PFD INCOME FD I | $23,000 | – | 1,342 | +100.0% | 0.02% | – |
| TDF | New | TEMPLETON DRAGON FD INC | $23,000 | – | 1,000 | +100.0% | 0.02% | – |
| VV | New | VANGUARD INDEX FDSlarge cap etf | $23,000 | – | 133 | +100.0% | 0.02% | – |
| MKC | New | MCCORMICK & CO INC | $23,000 | – | 239 | +100.0% | 0.02% | – |
| FRBA | New | FIRST BANK WILLIAMSTOWN NJ | $23,000 | – | 2,450 | +100.0% | 0.02% | – |
| New | LIBERTY MEDIA CORP DELdeb 4.000%11/1 | $23,000 | – | 30,000 | +100.0% | 0.02% | – | |
| AVNS | New | AVANOS MED INC | $23,000 | – | 492 | +100.0% | 0.02% | – |
| CPB | New | CAMPBELL SOUP CO | $22,000 | – | 460 | +100.0% | 0.02% | – |
| HBI | New | HANESBRANDS INC | $22,000 | – | 1,484 | +100.0% | 0.02% | – |
| GOVT | New | ISHARES TRus treas bd etf | $22,000 | – | 824 | +100.0% | 0.02% | – |
| TROW | New | PRICE T ROWE GROUP INC | $22,000 | – | 143 | +100.0% | 0.02% | – |
| XT | New | ISHARES TRexponential tech | $21,000 | – | 360 | +100.0% | 0.02% | – |
| F | New | FORD MTR CO DEL | $21,000 | – | 2,336 | +100.0% | 0.02% | – |
| AAL | New | AMERICAN AIRLS GROUP INC | $22,000 | – | 1,372 | +100.0% | 0.02% | – |
| ULTA | New | ULTA BEAUTY INC | $22,000 | – | 76 | +100.0% | 0.02% | – |
| BWXT | New | BWX TECHNOLOGIES INC | $21,000 | – | 350 | +100.0% | 0.02% | – |
| LDP | New | COHEN & STEERS LTD DURATION | $22,000 | – | 810 | +100.0% | 0.02% | – |
| VRSN | New | VERISIGN INC | $22,000 | – | 100 | +100.0% | 0.02% | – |
| NLOK | New | NORTONLIFELOCK INC | $21,000 | – | 991 | +100.0% | 0.02% | – |
| PFXF | New | VANECK VECTORS ETF TRpfd secs ex finl | $21,000 | – | 1,000 | +100.0% | 0.02% | – |
| ETY | New | EATON VANCE TAX-MANAGED DIVE | $20,000 | – | 1,599 | +100.0% | 0.02% | – |
| MTB | New | M & T BK CORP | $20,000 | – | 153 | +100.0% | 0.02% | – |
| IAU | New | ISHARES GOLD TRUSTishares | $20,000 | – | 1,092 | +100.0% | 0.02% | – |
| INGR | New | INGREDION INC | $20,000 | – | 250 | +100.0% | 0.02% | – |
| RDN | New | RADIAN GROUP INC | $20,000 | – | 1,000 | +100.0% | 0.02% | – |
| UTF | New | COHEN & STEERS INFRASTRUCTUR | $20,000 | – | 782 | +100.0% | 0.02% | – |
| WSFS | New | WSFS FINL CORP | $20,000 | – | 451 | +100.0% | 0.02% | – |
| IGE | New | ISHARES TRnorth amern nat | $19,000 | – | 823 | +100.0% | 0.01% | – |
| NID | New | NUVEEN INTER DURATION MUN TE | $19,000 | – | 1,360 | +100.0% | 0.01% | – |
| VB | New | VANGUARD INDEX FDSsmall cp etf | $19,000 | – | 99 | +100.0% | 0.01% | – |
| EXPE | New | EXPEDIA GROUP INC | $19,000 | – | 142 | +100.0% | 0.01% | – |
| ATVI | New | ACTIVISION BLIZZARD INC | $19,000 | – | 210 | +100.0% | 0.01% | – |
| HUM | New | HUMANA INC | $19,000 | – | 46 | +100.0% | 0.01% | – |
| KLIC | New | KULICKE & SOFFA INDS INC | $17,000 | – | 524 | +100.0% | 0.01% | – |
| FNDF | New | SCHWAB STRATEGIC TRschwb fdt int lg | $18,000 | – | 620 | +100.0% | 0.01% | – |
| PPG | New | PPG INDS INC | $18,000 | – | 128 | +100.0% | 0.01% | – |
| INFY | New | INFOSYS LTDsponsored adr | $17,000 | – | 979 | +100.0% | 0.01% | – |
| ZBH | New | ZIMMER BIOMET HOLDINGS INC | $17,000 | – | 108 | +100.0% | 0.01% | – |
| FIZZ | New | NATIONAL BEVERAGE CORP | $17,000 | – | 200 | +100.0% | 0.01% | – |
| VCIT | New | VANGUARD SCOTTSDALE FDSint-term corp | $17,000 | – | 180 | +100.0% | 0.01% | – |
| KEYS | New | KEYSIGHT TECHNOLOGIES INC | $18,000 | – | 134 | +100.0% | 0.01% | – |
| KTB | New | KONTOOR BRANDS INC | $17,000 | – | 427 | +100.0% | 0.01% | – |
| GDV | New | GABELLI DIVID & INCOME TR | $17,000 | – | 772 | +100.0% | 0.01% | – |
| QRVO | New | QORVO INC | $17,000 | – | 100 | +100.0% | 0.01% | – |
| PSLV | New | SPROTT PHYSICAL SILVER TRtr unit | $18,000 | – | 1,879 | +100.0% | 0.01% | – |
| AER | New | AERCAP HOLDINGS NV | $16,000 | – | 342 | +100.0% | 0.01% | – |
| ALC | New | ALCON AG | $16,000 | – | 246 | +100.0% | 0.01% | – |
| FSKR | New | FS KKR CAP CORP II | $16,000 | – | 986 | +100.0% | 0.01% | – |
| SPG | New | SIMON PPTY GROUP INC NEW | $16,000 | – | 184 | +100.0% | 0.01% | – |
| UL | New | UNILEVER PLCspon adr new | $16,000 | – | 262 | +100.0% | 0.01% | – |
| RDSA | New | ROYAL DUTCH SHELL PLCspons adr a | $16,000 | – | 454 | +100.0% | 0.01% | – |
| UIS | New | UNISYS CORP | $16,000 | – | 826 | +100.0% | 0.01% | – |
| ARKK | New | ARK ETF TRinnovation etf | $16,000 | – | 125 | +100.0% | 0.01% | – |
| ZTS | New | ZOETIS INCcl a | $16,000 | – | 97 | +100.0% | 0.01% | – |
| VAW | New | VANGUARD WORLD FDSmaterials etf | $16,000 | – | 102 | +100.0% | 0.01% | – |
| NVR | New | NVR INC | $16,000 | – | 4 | +100.0% | 0.01% | – |
| VXF | New | VANGUARD INDEX FDSextend mkt etf | $16,000 | – | 98 | +100.0% | 0.01% | – |
| DLR | New | DIGITAL RLTY TR INC | $16,000 | – | 118 | +100.0% | 0.01% | – |
| XLI | New | SELECT SECTOR SPDR TRsbi int-inds | $15,000 | – | 170 | +100.0% | 0.01% | – |
| NOC | New | NORTHROP GRUMMAN CORP | $15,000 | – | 50 | +100.0% | 0.01% | – |
| ILCG | New | ISHARES TRmrngstr lg-cp gr | $15,000 | – | 51 | +100.0% | 0.01% | – |
| MPC | New | MARATHON PETE CORP | $15,000 | – | 367 | +100.0% | 0.01% | – |
| MGM | New | MGM RESORTS INTERNATIONAL | $15,000 | – | 470 | +100.0% | 0.01% | – |
| SCHM | New | SCHWAB STRATEGIC TRus mid-cap etf | $15,000 | – | 218 | +100.0% | 0.01% | – |
| OVV | New | OVINTIV INC | $15,000 | – | 1,026 | +100.0% | 0.01% | – |
| TTC | New | TORO CO | $15,000 | – | 156 | +100.0% | 0.01% | – |
| ALLK | New | ALLAKOS INC | $15,000 | – | 104 | +100.0% | 0.01% | – |
| HOLX | New | HOLOGIC INC | $15,000 | – | 200 | +100.0% | 0.01% | – |
| TKR | New | TIMKEN CO | $14,000 | – | 178 | +100.0% | 0.01% | – |
| ENS | New | ENERSYS | $13,000 | – | 156 | +100.0% | 0.01% | – |
| CIBR | New | FIRST TR EXCHANGE TRADED FDnasdaq cyb etf | $13,000 | – | 300 | +100.0% | 0.01% | – |
| QUAL | New | ISHARES TRmsci usa qlt fct | $14,000 | – | 118 | +100.0% | 0.01% | – |
| LYTS | New | LSI INDS INC | $13,000 | – | 1,500 | +100.0% | 0.01% | – |
| SWX | New | SOUTHWEST GAS HOLDINGS INC | $13,000 | – | 214 | +100.0% | 0.01% | – |
| PRU | New | PRUDENTIAL FINL INC | $13,000 | – | 170 | +100.0% | 0.01% | – |
| SCHD | New | SCHWAB STRATEGIC TRus dividend eq | $13,000 | – | 199 | +100.0% | 0.01% | – |
| CEF | New | SPROTT PHYSICAL GOLD & SILVEtr unit | $14,000 | – | 710 | +100.0% | 0.01% | – |
| MGK | New | VANGUARD WORLD FDmega grwth ind | $14,000 | – | 70 | +100.0% | 0.01% | – |
| NVDA | New | NVIDIA CORPORATION | $13,000 | – | 24 | +100.0% | 0.01% | – |
| FNB | New | F N B CORP | $13,000 | – | 1,379 | +100.0% | 0.01% | – |
| ISCV | New | ISHARES TRmrning sm cp etf | $13,000 | – | 95 | +100.0% | 0.01% | – |
| JD | New | JD.COM INCspon adr cl a | $14,000 | – | 160 | +100.0% | 0.01% | – |
| FCX | New | FREEPORT-MCMORAN INCcl b | $13,000 | – | 500 | +100.0% | 0.01% | – |
| PNR | New | PENTAIR PLC | $13,000 | – | 250 | +100.0% | 0.01% | – |
| TEF | New | TELEFONICA S Asponsored adr | $14,000 | – | 3,439 | +100.0% | 0.01% | – |
| VIG | New | VANGUARD SPECIALIZED FUNDSdiv app etf | $14,000 | – | 102 | +100.0% | 0.01% | – |
| NFLX | New | NETFLIX INC | $12,000 | – | 22 | +100.0% | 0.01% | – |
| IHIT | New | INVESCO HIGH INCOME 2023 TAR | $12,000 | – | 1,475 | +100.0% | 0.01% | – |
| WU | New | WESTERN UN CO | $12,000 | – | 559 | +100.0% | 0.01% | – |
| ISSC | New | INNOVATIVE SOLUTIONS & SUPPO | $12,000 | – | 1,800 | +100.0% | 0.01% | – |
| DDD | New | 3-D SYS CORP DEL | $12,000 | – | 1,100 | +100.0% | 0.01% | – |
| HYG | New | ISHARES TRiboxx hi yd etf | $12,000 | – | 140 | +100.0% | 0.01% | – |
| SMDV | New | PROSHARES TRruss 2000 divd | $12,000 | – | 207 | +100.0% | 0.01% | – |
| SCHF | New | SCHWAB STRATEGIC TRintl eqty etf | $11,000 | – | 296 | +100.0% | 0.01% | – |
| MODN | New | MODEL N INC | $11,000 | – | 296 | +100.0% | 0.01% | – |
| FV | New | FIRST TR EXCHANGE-TRADED FDdorsey wrt 5 etf | $11,000 | – | 275 | +100.0% | 0.01% | – |
| SLB | New | SCHLUMBERGER LTD | $11,000 | – | 500 | +100.0% | 0.01% | – |
| VHT | New | VANGUARD WORLD FDShealth car etf | $11,000 | – | 50 | +100.0% | 0.01% | – |
| EDIT | New | EDITAS MEDICINE INC | $11,000 | – | 150 | +100.0% | 0.01% | – |
| TXN | New | TEXAS INSTRS INC | $11,000 | – | 70 | +100.0% | 0.01% | – |
| XLRN | New | ACCELERON PHARMA INC | $11,000 | – | 85 | +100.0% | 0.01% | – |
| ITEQ | New | ETF MANAGERS TRbluestar israel | $11,000 | – | 167 | +100.0% | 0.01% | – |
| ZS | New | ZSCALER INC | $11,000 | – | 54 | +100.0% | 0.01% | – |
| FITB | New | FIFTH THIRD BANCORP | $11,000 | – | 405 | +100.0% | 0.01% | – |
| TMUS | New | T-MOBILE US INC | $11,000 | – | 79 | +100.0% | 0.01% | – |
| VGK | New | VANGUARD INTL EQUITY INDEX Fftse europe etf | $11,000 | – | 189 | +100.0% | 0.01% | – |
| ZIOP | New | ZIOPHARM ONCOLOGY INC | $9,000 | – | 3,685 | +100.0% | 0.01% | – |
| VEU | New | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $9,000 | – | 147 | +100.0% | 0.01% | – |
| CTXS | New | CITRIX SYS INC | $9,000 | – | 68 | +100.0% | 0.01% | – |
| BMRN | New | BIOMARIN PHARMACEUTICAL INC | $9,000 | – | 100 | +100.0% | 0.01% | – |
| NI | New | NISOURCE INC | $9,000 | – | 378 | +100.0% | 0.01% | – |
| PSCT | New | INVESCO EXCH TRADED FD TR IIs&p smlcp info | $9,000 | – | 73 | +100.0% | 0.01% | – |
| MNTX | New | MANITEX INTL INC | $10,000 | – | 2,000 | +100.0% | 0.01% | – |
| VRRM | New | VERRA MOBILITY CORP | $10,000 | – | 726 | +100.0% | 0.01% | – |
| VC | New | VISTEON CORP | $10,000 | – | 77 | +100.0% | 0.01% | – |
| ING | New | ING GROEP N.V.sponsored adr | $10,000 | – | 1,072 | +100.0% | 0.01% | – |
| KHC | New | KRAFT HEINZ CO | $9,000 | – | 245 | +100.0% | 0.01% | – |
| TM | New | TOYOTA MOTOR CORP | $10,000 | – | 62 | +100.0% | 0.01% | – |
| WIW | New | WESTERN AST INFL LKD OPP & I | $9,000 | – | 708 | +100.0% | 0.01% | – |
| LUV | New | SOUTHWEST AIRLS CO | $9,000 | – | 188 | +100.0% | 0.01% | – |
| DK | New | DELEK US HLDGS INC NEW | $10,000 | – | 640 | +100.0% | 0.01% | – |
| SIRI | New | SIRIUS XM HOLDINGS INC | $10,000 | – | 1,541 | +100.0% | 0.01% | – |
| RDVY | New | FIRST TR EXCHANGE-TRADED FDrisng divd achiv | $10,000 | – | 238 | +100.0% | 0.01% | – |
| MJ | New | ETF MANAGERS TRetfmg altr hrvst | $10,000 | – | 670 | +100.0% | 0.01% | – |
| BSCS | New | INVESCO EXCH TRD SLF IDX FDinvsco blsh 28 | $10,000 | – | 423 | +100.0% | 0.01% | – |
| FNLC | New | FIRST BANCORP INC ME | $9,000 | – | 370 | +100.0% | 0.01% | – |
| HDV | New | ISHARES TRcore high dv etf | $9,000 | – | 100 | +100.0% | 0.01% | – |
| BOND | New | PIMCO ETF TRactive bd etf | $10,000 | – | 89 | +100.0% | 0.01% | – |
| SAIC | New | SCIENCE APPLICATIONS INTL CO | $10,000 | – | 103 | +100.0% | 0.01% | – |
| WWE | New | WORLD WRESTLING ENTMT INCcl a | $10,000 | – | 206 | +100.0% | 0.01% | – |
| DE | New | DEERE & CO | $8,000 | – | 30 | +100.0% | 0.01% | – |
| PSCH | New | INVESCO EXCH TRADED FD TR IIs&p smlcp helt | $8,000 | – | 47 | +100.0% | 0.01% | – |
| UBSI | New | UNITED BANKSHARES INC WEST V | $8,000 | – | 250 | +100.0% | 0.01% | – |
| EVR | New | EVERCORE INCclass a | $8,000 | – | 75 | +100.0% | 0.01% | – |
| PAAS | New | PAN AMERN SILVER CORP | $8,000 | – | 227 | +100.0% | 0.01% | – |
| PSCI | New | INVESCO EXCH TRADED FD TR IIs&p smlcp indl | $8,000 | – | 106 | +100.0% | 0.01% | – |
| MET | New | METLIFE INC | $8,000 | – | 168 | +100.0% | 0.01% | – |
| RNG | New | RINGCENTRAL INCcl a | $8,000 | – | 20 | +100.0% | 0.01% | – |
| MBB | New | ISHARES TRmbs etf | $8,000 | – | 71 | +100.0% | 0.01% | – |
| SHOP | New | SHOPIFY INCcl a | $8,000 | – | 7 | +100.0% | 0.01% | – |
| DBEF | New | DBX ETF TRxtrack msci eafe | $8,000 | – | 242 | +100.0% | 0.01% | – |
| FDL | New | FIRST TR MORNINGSTAR DIVID L | $8,000 | – | 283 | +100.0% | 0.01% | – |
| ESML | New | ISHARES TResg aware msci | $8,000 | – | 221 | +100.0% | 0.01% | – |
| VGM | New | INVESCO TR INVT GRADE MUNS | $8,000 | – | 608 | +100.0% | 0.01% | – |
| PJT | New | PJT PARTNERS INC | $8,000 | – | 100 | +100.0% | 0.01% | – |
| VLUE | New | ISHARES TRmsci usa value | $7,000 | – | 80 | +100.0% | 0.01% | – |
| HBAN | New | HUNTINGTON BANCSHARES INC | $7,000 | – | 574 | +100.0% | 0.01% | – |
| DXC | New | DXC TECHNOLOGY CO | $7,000 | – | 284 | +100.0% | 0.01% | – |
| HEDJ | New | WISDOMTREE TReurope hedged eq | $7,000 | – | 109 | +100.0% | 0.01% | – |
| NP | New | NEENAH INC | $7,000 | – | 119 | +100.0% | 0.01% | – |
| TEL | New | TE CONNECTIVITY LTD | $7,000 | – | 58 | +100.0% | 0.01% | – |
| HES | New | HESS CORP | $7,000 | – | 142 | +100.0% | 0.01% | – |
| PSCF | New | INVESCO EXCH TRADED FD TR IIs&p smlcp finl | $7,000 | – | 143 | +100.0% | 0.01% | – |
| DXJ | New | WISDOMTREE TRjapn hedge eqt | $7,000 | – | 133 | +100.0% | 0.01% | – |
| CLX | New | CLOROX CO DEL | $7,000 | – | 35 | +100.0% | 0.01% | – |
| REGL | New | PROSHARES TRs&p mdcp 400 div | $7,000 | – | 119 | +100.0% | 0.01% | – |
| SAP | New | SAP SEspon adr | $7,000 | – | 53 | +100.0% | 0.01% | – |
| OXM | New | OXFORD INDS INC | $7,000 | – | 110 | +100.0% | 0.01% | – |
| SRPT | New | SAREPTA THERAPEUTICS INC | $7,000 | – | 42 | +100.0% | 0.01% | – |
| AMP | New | AMERIPRISE FINL INC | $7,000 | – | 36 | +100.0% | 0.01% | – |
| FVC | New | FIRST TR EXCHANGE-TRADED FDdorsey wright | $7,000 | – | 221 | +100.0% | 0.01% | – |
| NRK | New | NUVEEN NEW YORK AMT QLT MUNI | $7,000 | – | 489 | +100.0% | 0.01% | – |
| MLM | New | MARTIN MARIETTA MATLS INC | $7,000 | – | 25 | +100.0% | 0.01% | – |
| GSY | New | INVESCO ACTIVELY MANAGED ETFultra shrt dur | $7,000 | – | 133 | +100.0% | 0.01% | – |
| WSO | New | WATSCO INC | $5,000 | – | 24 | +100.0% | 0.00% | – |
| PSCD | New | INVESCO EXCH TRADED FD TR IIs&p smlcp disc | $6,000 | – | 73 | +100.0% | 0.00% | – |
| PTH | New | INVESCO EXCHANGE TRADED FD Tdwa healthcare | $6,000 | – | 40 | +100.0% | 0.00% | – |
| IMCG | New | ISHARES TRmrgstr md cp grw | $6,000 | – | 16 | +100.0% | 0.00% | – |
| SPVM | New | INVESCO EXCHANGE TRADED FD Ts&p 500 vlu momn | $6,000 | – | 143 | +100.0% | 0.00% | – |
| IHI | New | ISHARES TRu.s. med dvc etf | $5,000 | – | 14 | +100.0% | 0.00% | – |
| RPG | New | INVESCO EXCHANGE TRADED FD Ts&p500 pur gwt | $6,000 | – | 35 | +100.0% | 0.00% | – |
| EWMC | New | INVESCO EXCHANGE TRADED FD Ts&p mdcp400 eq | $6,000 | – | 73 | +100.0% | 0.00% | – |
| RFG | New | INVESCO EXCHANGE TRADED FD Ts&p mdcp400 pr | $5,000 | – | 25 | +100.0% | 0.00% | – |
| VLT | New | INVESCO HIGH INCOME TR II | $6,000 | – | 421 | +100.0% | 0.00% | – |
| JAGG | New | J P MORGAN EXCHANGE-TRADED Fus aggregate | $5,000 | – | 187 | +100.0% | 0.00% | – |
| KR | New | KROGER CO | $6,000 | – | 200 | +100.0% | 0.00% | – |
| IFN | New | INDIA FD INC | $6,000 | – | 277 | +100.0% | 0.00% | – |
| IMGN | New | IMMUNOGEN INC | $5,000 | – | 800 | +100.0% | 0.00% | – |
| MCR | New | MFS CHARTER INCOME TRsh ben int | $5,000 | – | 600 | +100.0% | 0.00% | – |
| VAC | New | MARRIOTT VACTINS WORLDWID CO | $5,000 | – | 35 | +100.0% | 0.00% | – |
| HR | New | HEALTHCARE RLTY TR | $6,000 | – | 200 | +100.0% | 0.00% | – |
| MG | New | MISTRAS GROUP INC | $6,000 | – | 785 | +100.0% | 0.00% | – |
| HROW | New | HARROW HEALTH INC | $5,000 | – | 750 | +100.0% | 0.00% | – |
| OGS | New | ONE GAS INC | $6,000 | – | 83 | +100.0% | 0.00% | – |
| FTV | New | FORTIVE CORP | $6,000 | – | 80 | +100.0% | 0.00% | – |
| GUNR | New | FLEXSHARES TRmornstar upstr | $5,000 | – | 157 | +100.0% | 0.00% | – |
| PDM | New | PIEDMONT OFFICE REALTY TR IN | $6,000 | – | 376 | +100.0% | 0.00% | – |
| PCN | New | PIMCO CORPORATE & INCM STRG | $5,000 | – | 312 | +100.0% | 0.00% | – |
| PHK | New | PIMCO HIGH INCOME FD | $6,000 | – | 966 | +100.0% | 0.00% | – |
| PFL | New | PIMCO INCOME STRATEGY FD | $6,000 | – | 488 | +100.0% | 0.00% | – |
| PFN | New | PIMCO INCOME STRATEGY FD II | $5,000 | – | 548 | +100.0% | 0.00% | – |
| PFPT | New | PROOFPOINT INC | $5,000 | – | 39 | +100.0% | 0.00% | – |
| UTG | New | REAVES UTIL INCOME FD | $5,000 | – | 154 | +100.0% | 0.00% | – |
| RGA | New | REINSURANCE GRP OF AMERICA I | $5,000 | – | 44 | +100.0% | 0.00% | – |
| REZI | New | RESIDEO TECHNOLOGIES INC | $5,000 | – | 235 | +100.0% | 0.00% | – |
| FRC | New | FIRST REP BK SAN FRANCISCO C | $5,000 | – | 35 | +100.0% | 0.00% | – |
| NANR | New | SPDR INDEX SHS FDSs&p north amer | $5,000 | – | 157 | +100.0% | 0.00% | – |
| EQR | New | EQUITY RESIDENTIALsh ben int | $6,000 | – | 106 | +100.0% | 0.00% | – |
| KOMP | New | SPDR SER TRs&p kensho new | $5,000 | – | 83 | +100.0% | 0.00% | – |
| ET | New | ENERGY TRANSFER LP | $6,000 | – | 972 | +100.0% | 0.00% | – |
| SMG | New | SCOTTS MIRACLE GRO COcl a | $5,000 | – | 25 | +100.0% | 0.00% | – |
| EBAY | New | EBAY INC. | $6,000 | – | 126 | +100.0% | 0.00% | – |
| ETW | New | EATON VANCE TAX-MANAGED GLOB | $5,000 | – | 467 | +100.0% | 0.00% | – |
| ETV | New | EATON VANCE TAX-MANAGED BUY- | $5,000 | – | 333 | +100.0% | 0.00% | – |
| EIM | New | EATON VANCE MUN BD FD | $5,000 | – | 400 | +100.0% | 0.00% | – |
| TFC | New | TRUIST FINL CORP | $5,000 | – | 98 | +100.0% | 0.00% | – |
| COP | New | CONOCOPHILLIPS | $5,000 | – | 122 | +100.0% | 0.00% | – |
| UNIT | New | UNITI GROUP INC | $5,000 | – | 428 | +100.0% | 0.00% | – |
| COHR | New | COHERENT INC | $6,000 | – | 39 | +100.0% | 0.00% | – |
| CERN | New | CERNER CORP | $6,000 | – | 75 | +100.0% | 0.00% | – |
| BURL | New | BURLINGTON STORES INC | $5,000 | – | 21 | +100.0% | 0.00% | – |
| BTI | New | BRITISH AMERN TOB PLCsponsored adr | $5,000 | – | 141 | +100.0% | 0.00% | – |
| WEC | New | WEC ENERGY GROUP INC | $6,000 | – | 61 | +100.0% | 0.00% | – |
| WAB | New | WABTEC | $5,000 | – | 64 | +100.0% | 0.00% | – |
| ASH | New | ASHLAND GLOBAL HLDGS INC | $5,000 | – | 69 | +100.0% | 0.00% | – |
| EES | New | WISDOMTREE TRus smallcap fund | $6,000 | – | 145 | +100.0% | 0.00% | – |
| AYX | New | ALTERYX INC | $6,000 | – | 51 | +100.0% | 0.00% | – |
| AA | New | ALCOA CORP | $6,000 | – | 254 | +100.0% | 0.00% | – |
| NVT | New | NVENT ELECTRIC PLC | $6,000 | – | 250 | +100.0% | 0.00% | – |
| UBS | New | UBS GROUP AG | $6,000 | – | 456 | +100.0% | 0.00% | – |
| ITOT | New | ISHARES TRcore s&p ttl stk | $6,000 | – | 64 | +100.0% | 0.00% | – |
| CAH | New | CARDINAL HEALTH INC | $4,000 | – | 71 | +100.0% | 0.00% | – |
| STM | New | STMICROELECTRONICS N Vny registry | $4,000 | – | 95 | +100.0% | 0.00% | – |
| DGX | New | QUEST DIAGNOSTICS INC | $4,000 | – | 30 | +100.0% | 0.00% | – |
| BK | New | BANK NEW YORK MELLON CORP | $4,000 | – | 100 | +100.0% | 0.00% | – |
| HII | New | HUNTINGTON INGALLS INDS INC | $4,000 | – | 26 | +100.0% | 0.00% | – |
| IP | New | INTERNATIONAL PAPER CO | $4,000 | – | 83 | +100.0% | 0.00% | – |
| NWL | New | NEWELL BRANDS INC | $4,000 | – | 173 | +100.0% | 0.00% | – |
| VVV | New | VALVOLINE INC | $4,000 | – | 189 | +100.0% | 0.00% | – |
| TDTF | New | FLEXSHARES TRiboxx 5yr trgt | $4,000 | – | 141 | +100.0% | 0.00% | – |
| LQD | New | ISHARES TRiboxx inv cp etf | $4,000 | – | 32 | +100.0% | 0.00% | – |
| SWN | New | SOUTHWESTERN ENERGY CO | $4,000 | – | 1,500 | +100.0% | 0.00% | – |
| PCG | New | PG&E CORP | $4,000 | – | 334 | +100.0% | 0.00% | – |
| FFA | New | FIRST TR ENHANCED EQTY INC F | $4,000 | – | 218 | +100.0% | 0.00% | – |
| BIG | New | BIG LOTS INC | $4,000 | – | 100 | +100.0% | 0.00% | – |
| DUC | New | DUFF & PHELPS UTIL CORP BD T | $4,000 | – | 410 | +100.0% | 0.00% | – |
| ICLR | New | ICON PLC | $4,000 | – | 19 | +100.0% | 0.00% | – |
| IWR | New | ISHARES TRrus mid cap etf | $4,000 | – | 52 | +100.0% | 0.00% | – |
| CHKP | New | CHECK POINT SOFTWARE TECH LTord | $4,000 | – | 29 | +100.0% | 0.00% | – |
| PEY | New | INVESCO EXCHANGE TRADED FD Thig yld eq div | $4,000 | – | 249 | +100.0% | 0.00% | – |
| CB | New | CHUBB LIMITED | $4,000 | – | 23 | +100.0% | 0.00% | – |
| CECE | New | CECO ENVIRONMENTAL CORP | $4,000 | – | 600 | +100.0% | 0.00% | – |
| ILMN | New | ILLUMINA INC | $4,000 | – | 10 | +100.0% | 0.00% | – |
| GSLC | New | GOLDMAN SACHS ETF TRactivebeta us lg | $4,000 | – | 56 | +100.0% | 0.00% | – |
| TRGP | New | TARGA RES CORP | $4,000 | – | 155 | +100.0% | 0.00% | – |
| VDE | New | VANGUARD WORLD FDSenergy etf | $4,000 | – | 68 | +100.0% | 0.00% | – |
| CGC | New | CANOPY GROWTH CORP | $4,000 | – | 151 | +100.0% | 0.00% | – |
| GCOW | New | PACER FDS TRglobl cash etf | $3,000 | – | 104 | +100.0% | 0.00% | – |
| KMF | New | KAYNE ANDERSON NEXTGEN ENRGY | $3,000 | – | 569 | +100.0% | 0.00% | – |
| AEE | New | AMEREN CORP | $3,000 | – | 33 | +100.0% | 0.00% | – |
| PTN | New | PALATIN TECHNOLOGIES INC | $3,000 | – | 5,000 | +100.0% | 0.00% | – |
| IPG | New | INTERPUBLIC GROUP COS INC | $3,000 | – | 109 | +100.0% | 0.00% | – |
| EFAV | New | ISHARES TRmsci eafe min vl | $3,000 | – | 46 | +100.0% | 0.00% | – |
| XPEV | New | XPENG INCads | $3,000 | – | 74 | +100.0% | 0.00% | – |
| WY | New | WEYERHAEUSER CO MTN BE | $3,000 | – | 91 | +100.0% | 0.00% | – |
| PSCC | New | INVESCO EXCH TRADED FD TR IIs&p smlcp stap | $3,000 | – | 30 | +100.0% | 0.00% | – |
| EQNR | New | EQUINOR ASAsponsored adr | $3,000 | – | 171 | +100.0% | 0.00% | – |
| DEO | New | DIAGEO PLCspon adr new | $3,000 | – | 16 | +100.0% | 0.00% | – |
| ETSY | New | ETSY INC | $3,000 | – | 17 | +100.0% | 0.00% | – |
| SNY | New | SANOFIsponsored adr | $3,000 | – | 65 | +100.0% | 0.00% | – |
| EPM | New | EVOLUTION PETE CORP | $3,000 | – | 1,000 | +100.0% | 0.00% | – |
| DAL | New | DELTA AIR LINES INC DEL | $3,000 | – | 67 | +100.0% | 0.00% | – |
| FDM | New | FIRST TR DOW JONES SELECT MI | $3,000 | – | 63 | +100.0% | 0.00% | – |
| IVZ | New | INVESCO LTD | $3,000 | – | 200 | +100.0% | 0.00% | – |
| FCT | New | FIRST TR SR FLG RTE INCM FD | $3,000 | – | 267 | +100.0% | 0.00% | – |
| APTV | New | APTIV PLC | $3,000 | – | 24 | +100.0% | 0.00% | – |
| OCFC | New | OCEANFIRST FINL CORP | $3,000 | – | 180 | +100.0% | 0.00% | – |
| USB | New | US BANCORP DEL | $3,000 | – | 72 | +100.0% | 0.00% | – |
| CCK | New | CROWN HLDGS INC | $3,000 | – | 25 | +100.0% | 0.00% | – |
| UEC | New | URANIUM ENERGY CORP | $3,000 | – | 1,500 | +100.0% | 0.00% | – |
| SMP | New | STANDARD MTR PRODS INC | $3,000 | – | 74 | +100.0% | 0.00% | – |
| NOK | New | NOKIA CORPsponsored adr | $3,000 | – | 747 | +100.0% | 0.00% | – |
| MU | New | MICRON TECHNOLOGY INC | $3,000 | – | 45 | +100.0% | 0.00% | – |
| SRE | New | SEMPRA ENERGY | $3,000 | – | 27 | +100.0% | 0.00% | – |
| HCSG | New | HEALTHCARE SVCS GROUP INC | $3,000 | – | 122 | +100.0% | 0.00% | – |
| EV | New | EATON VANCE CORP | $3,000 | – | 50 | +100.0% | 0.00% | – |
| PRSP | New | PERSPECTA INC | $3,000 | – | 142 | +100.0% | 0.00% | – |
| KMI | New | KINDER MORGAN INC DEL | $3,000 | – | 228 | +100.0% | 0.00% | – |
| FOLD | New | AMICUS THERAPEUTICS INC | $2,000 | – | 100 | +100.0% | 0.00% | – |
| GAB | New | GABELLI EQUITY TR INC | $1,000 | – | 200 | +100.0% | 0.00% | – |
| NTR | New | NUTRIEN LTD | $2,000 | – | 34 | +100.0% | 0.00% | – |
| MFMS | New | RBB FD INCmfam smlcp grwth | $1,000 | – | 15 | +100.0% | 0.00% | – |
| FFIV | New | F5 NETWORKS INC | $1,000 | – | 5 | +100.0% | 0.00% | – |
| SRC | New | SPIRIT RLTY CAP INC NEW | $1,000 | – | 24 | +100.0% | 0.00% | – |
| SCHE | New | SCHWAB STRATEGIC TRemrg mkteq etf | $1,000 | – | 26 | +100.0% | 0.00% | – |
| PII | New | POLARIS INC | $2,000 | – | 25 | +100.0% | 0.00% | – |
| PCI | New | PIMCO DYNAMIC CR INCOME FD | $1,000 | – | 41 | +100.0% | 0.00% | – |
| AJG | New | GALLAGHER ARTHUR J & CO | $1,000 | – | 10 | +100.0% | 0.00% | – |
| FXU | New | FIRST TR EXCHANGE TRADED FDutilities alph | $2,000 | – | 78 | +100.0% | 0.00% | – |
| SKT | New | TANGER FACTORY OUTLET CTRS I | $1,000 | – | 100 | +100.0% | 0.00% | – |
| URBN | New | URBAN OUTFITTERS INC | $1,000 | – | 57 | +100.0% | 0.00% | – |
| CRNT | New | CERAGON NETWORKS LTDord | $1,000 | – | 385 | +100.0% | 0.00% | – |
| VLO | New | VALERO ENERGY CORP | $2,000 | – | 28 | +100.0% | 0.00% | – |
| TEVA | New | TEVA PHARMACEUTICAL INDS LTDsponsored ads | $1,000 | – | 100 | +100.0% | 0.00% | – |
| GM | New | GENERAL MTRS CO | $1,000 | – | 31 | +100.0% | 0.00% | – |
| FIW | New | FIRST TR EXCHANGE TRADED FDwtr etf | $1,000 | – | 20 | +100.0% | 0.00% | – |
| TMFC | New | RBB FD INCmotley fol etf | $1,000 | – | 15 | +100.0% | 0.00% | – |
| SSYS | New | STRATASYS LTD | $1,000 | – | 42 | +100.0% | 0.00% | – |
| KBWY | New | INVESCO EXCH TRADED FD TR IIkbw prem yield | $1,000 | – | 56 | +100.0% | 0.00% | – |
| BIV | New | VANGUARD BD INDEX FDSintermed term | $2,000 | – | 24 | +100.0% | 0.00% | – |
| GSIE | New | GOLDMAN SACHS ETF TRactivebeta int | $1,000 | – | 39 | +100.0% | 0.00% | – |
| EMQQ | New | EXCHANGE TRADED CONCEPTS TRemqq em intern | $1,000 | – | 20 | +100.0% | 0.00% | – |
| XLRE | New | SELECT SECTOR SPDR TRrl est sel sec | $1,000 | – | 18 | +100.0% | 0.00% | – |
| SPLV | New | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $2,000 | – | 28 | +100.0% | 0.00% | – |
| CRNC | New | CERENCE INC | $1,000 | – | 12 | +100.0% | 0.00% | – |
| VWOB | New | VANGUARD WHITEHALL FDSemerg mkt bd etf | $1,000 | – | 13 | +100.0% | 0.00% | – |
| AOD | New | ABERDEEN TOTAL DYNAMIC DIVD | $2,000 | – | 180 | +100.0% | 0.00% | – |
| GEM | New | GOLDMAN SACHS ETF TRactivebeta eme | $2,000 | – | 41 | +100.0% | 0.00% | – |
| New | CATABASIS PHARMACEUTICALS IN | $1,000 | – | 400 | +100.0% | 0.00% | – | |
| CGW | New | INVESCO EXCH TRADED FD TR IIs&p gbl water | $1,000 | – | 30 | +100.0% | 0.00% | – |
| DPG | New | DUFF & PHELPS UTLITY AND INF | $1,000 | – | 53 | +100.0% | 0.00% | – |
| SJNK | New | SPDR SER TRbloomberg srt tr | $1,000 | – | 20 | +100.0% | 0.00% | – |
| ERIC | New | ERICSSONadr b sek 10 | $1,000 | – | 60 | +100.0% | 0.00% | – |
| NCR | New | NCR CORP NEW | $2,000 | – | 59 | +100.0% | 0.00% | – |
| ZNGA | New | ZYNGA INCcl a | $1,000 | – | 80 | +100.0% | 0.00% | – |
| CHI | New | CALAMOS CONV OPPORTUNITIES &sh ben int | $1,000 | – | 89 | +100.0% | 0.00% | – |
| PDT | New | HANCOCK JOHN PREM DIVID FD | $2,000 | – | 108 | +100.0% | 0.00% | – |
| DBC | New | INVESCO DB COMMDY INDX TRCKunit | $1,000 | – | 94 | +100.0% | 0.00% | – |
| LEA | New | LEAR CORP | $1,000 | – | 5 | +100.0% | 0.00% | – |
| PCY | New | INVESCO EXCH TRADED FD TR IIemrng mkt svrg | $1,000 | – | 31 | +100.0% | 0.00% | – |
| TDC | New | TERADATA CORP DEL | $1,000 | – | 59 | +100.0% | 0.00% | – |
| BMYRT | New | BRISTOL-MYERS SQUIBB COright 99/99/9999 | $1,000 | – | 1,536 | +100.0% | 0.00% | – |
| WMK | New | WEIS MKTS INC | $1,000 | – | 30 | +100.0% | 0.00% | – |
| BWA | New | BORGWARNER INC | $2,000 | – | 53 | +100.0% | 0.00% | – |
| BUD | New | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $2,000 | – | 25 | +100.0% | 0.00% | – |
| EMD | New | WESTERN ASSET EMERGING MKTS | $2,000 | – | 123 | +100.0% | 0.00% | – |
| MTH | New | MERITAGE HOMES CORP | $2,000 | – | 20 | +100.0% | 0.00% | – |
| PEAK | New | HEALTHPEAK PROPERTIES INC | $2,000 | – | 51 | +100.0% | 0.00% | – |
| ASIX | New | ADVANSIX INC | $1,000 | – | 54 | +100.0% | 0.00% | – |
| FLOT | New | ISHARES TRfltg rate nt etf | $1,000 | – | 14 | +100.0% | 0.00% | – |
| VVR | New | INVESCO SR INCOME TR | $2,000 | – | 600 | +100.0% | 0.00% | – |
| MMC | New | MARSH & MCLENNAN COS INC | $2,000 | – | 19 | +100.0% | 0.00% | – |
| BAX | New | BAXTER INTL INC | $2,000 | – | 31 | +100.0% | 0.00% | – |
| DBX | New | DROPBOX INCcl a | $2,000 | – | 100 | +100.0% | 0.00% | – |
| GOLD | New | BARRICK GOLD CORP | $2,000 | – | 101 | +100.0% | 0.00% | – |
| EFA | New | ISHARES TRmsci eafe etf | $1,000 | – | 18 | +100.0% | 0.00% | – |
| TISI | New | TEAM INC | $1,000 | – | 107 | +100.0% | 0.00% | – |
| VERX | New | VERTEX INCcl a | $1,000 | – | 35 | +100.0% | 0.00% | – |
| BKR | New | BAKER HUGHES COMPANYcl a | $1,000 | – | 59 | +100.0% | 0.00% | – |
| BIDU | New | BAIDU INCspon adr rep a | $1,000 | – | 5 | +100.0% | 0.00% | – |
| MIN | New | MFS INTER INCOME TRsh ben int | $1,000 | – | 150 | +100.0% | 0.00% | – |
| ZTR | New | VIRTUS GLOBAL DIVID & INCOME | $1,000 | – | 141 | +100.0% | 0.00% | – |
| INMD | New | INMODE LTD | $1,000 | – | 20 | +100.0% | 0.00% | – |
| EBIX | New | EBIX INC | $2,000 | – | 48 | +100.0% | 0.00% | – |
| VNT | New | VONTIER CORPORATION | $1,000 | – | 32 | +100.0% | 0.00% | – |
| TXT | New | TEXTRON INC | $1,000 | – | 25 | +100.0% | 0.00% | – |
| PCAR | New | PACCAR INC | $1,000 | – | 7 | +100.0% | 0.00% | – |
| EMN | New | EASTMAN CHEM CO | $1,000 | – | 7 | +100.0% | 0.00% | – |
| FL | New | FOOT LOCKER INC | $2,000 | – | 56 | +100.0% | 0.00% | – |
| RWO | New | SPDR INDEX SHS FDSdj glb rl es etf | $1,000 | – | 13 | +100.0% | 0.00% | – |
| AMC | New | AMC ENTMT HLDGS INC | $2,000 | – | 1,000 | +100.0% | 0.00% | – |
| OEG | New | ORBITAL ENERGY GROUP INC | $2,000 | – | 1,000 | +100.0% | 0.00% | – |
| IGD | New | VOYA GLBL EQTY DIV & PREM OP | $1,000 | – | 160 | +100.0% | 0.00% | – |
| FXO | New | FIRST TR EXCHANGE TRADED FDfinls alphadex | $2,000 | – | 53 | +100.0% | 0.00% | – |
| OLN | New | OLIN CORP | $2,000 | – | 75 | +100.0% | 0.00% | – |
| HYLB | New | DBX ETF TRxtrack usd high | $1,000 | – | 17 | +100.0% | 0.00% | – |
| AMRN | New | AMARIN CORP PLCspons adr new | $1,000 | – | 161 | +100.0% | 0.00% | – |
| AVA | New | AVISTA CORP | $2,000 | – | 62 | +100.0% | 0.00% | – |
| WGO | New | WINNEBAGO INDS INC | $0 | – | 1 | +100.0% | 0.00% | – |
| PCEF | New | INVESCO EXCH TRADED FD TR II | $0 | – | 6 | +100.0% | 0.00% | – |
| ESTE | New | EARTHSTONE ENERGY INCcl a | $0 | – | 9 | +100.0% | 0.00% | – |
| PMX | New | PIMCO MUN INCOME FD III | $0 | – | 5 | +100.0% | 0.00% | – |
| EMLP | New | FIRST TR EXCHANGE-TRADED FDno amer energy | $0 | – | 17 | +100.0% | 0.00% | – |
| E | New | ENI S P Asponsored adr | $0 | – | 4 | +100.0% | 0.00% | – |
| SXC | New | SUNCOKE ENERGY INC | $0 | – | 6 | +100.0% | 0.00% | – |
| SNCR | New | SYNCHRONOSS TECHNOLOGIES INC | $0 | – | 19 | +100.0% | 0.00% | – |
| FE | New | FIRSTENERGY CORP | $0 | – | 8 | +100.0% | 0.00% | – |
| DHC | New | DIVERSIFIED HEALTHCARE TR | $0 | – | 80 | +100.0% | 0.00% | – |
| FVE | New | FIVE STAR SENIOR LIVING INC | $0 | – | 5 | +100.0% | 0.00% | – |
| NFRA | New | FLEXSHARES TRstoxx globr inf | $0 | – | 5 | +100.0% | 0.00% | – |
| TMST | New | TIMKENSTEEL CORPORATION | $0 | – | 79 | +100.0% | 0.00% | – |
| TURN | New | 180 DEGREE CAP CORP | $0 | – | 50 | +100.0% | 0.00% | – |
| TYG | New | TORTOISE ENERGY INFRA CORP | $0 | – | 6 | +100.0% | 0.00% | – |
| BXMX | New | NUVEEN S&P 500 BUY-WRITE INC | $0 | – | 37 | +100.0% | 0.00% | – |
| NMZ | New | NUVEEN MUN HIGH INCOME OPPOR | $0 | – | 11 | +100.0% | 0.00% | – |
| GRX | New | GABELLI HLTHCARE & WELLNESS | $0 | – | 10 | +100.0% | 0.00% | – |
| X | New | UNITED STATES STL CORP NEW | $0 | – | 4 | +100.0% | 0.00% | – |
| PRTA | New | PROTHENA CORP PLC | $0 | – | 24 | +100.0% | 0.00% | – |
| RQI | New | COHEN & STEERS QUALITY INCOM | $0 | – | 3 | +100.0% | 0.00% | – |
| HYD | New | VANECK VECTORS ETF TRhigh yld mun etf | $0 | – | 4 | +100.0% | 0.00% | – |
| CIEN | New | CIENA CORP | $0 | – | 2 | +100.0% | 0.00% | – |
| ST | New | SENSATA TECHNOLOGIES HLDG PL | $0 | – | 9 | +100.0% | 0.00% | – |
| LUMN | New | LUMEN TECHNOLOGIES INC | $0 | – | 16 | +100.0% | 0.00% | – |
| NGG | New | NATIONAL GRID PLCsponsored adr ne | $0 | – | 5 | +100.0% | 0.00% | – |
| BHF | New | BRIGHTHOUSE FINL INC | $0 | – | 13 | +100.0% | 0.00% | – |
| BKCC | New | BLACKROCK CAP INVT CORP | $0 | – | 69 | +100.0% | 0.00% | – |
| MFIN | New | MEDALLION FINL CORP | $0 | – | 6 | +100.0% | 0.00% | – |
| MRO | New | MARATHON OIL CORP | $0 | – | 40 | +100.0% | 0.00% | – |
| HYMCZ | New | HYCROFT MINING HOLDING CORP*w exp 10/12/202 | $0 | – | 9 | +100.0% | 0.00% | – |
| ICF | New | ISHARES TRcohen steer reit | $0 | – | 2 | +100.0% | 0.00% | – |
| MNA | New | INDEXIQ ETF TRiq mrgr arb etf | $0 | – | 13 | +100.0% | 0.00% | – |
| LC | New | LENDINGCLUB CORP | $0 | – | 10 | +100.0% | 0.00% | – |
| KOS | New | KOSMOS ENERGY LTD | $0 | – | 27 | +100.0% | 0.00% | – |
| BCI | New | ETFS TR | $0 | – | 17 | +100.0% | 0.00% | – |
| AIG | New | AMERICAN INTL GROUP INC | $0 | – | 8 | +100.0% | 0.00% | – |
| FM | New | ISHARES INCmsci frntr100etf | $0 | – | 12 | +100.0% | 0.00% | – |
| IEI | New | ISHARES TR3 7 yr treas bd | $0 | – | 3 | +100.0% | 0.00% | – |
| AAXJ | New | ISHARES TRmsci ac asia etf | $0 | – | 5 | +100.0% | 0.00% | – |
| SFE | New | SAFEGUARD SCIENTIFICS INC | $0 | – | 64 | +100.0% | 0.00% | – |
| FPI | New | FARMLAND PARTNERS INC | $0 | – | 18 | +100.0% | 0.00% | – |
| FOE | New | FERRO CORP | $0 | – | 25 | +100.0% | 0.00% | – |
| RVT | New | ROYCE VALUE TR INC | $0 | – | 30 | +100.0% | 0.00% | – |
| SCHH | New | SCHWAB STRATEGIC TRus reit etf | $0 | – | 4 | +100.0% | 0.00% | – |
| BSCK | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -9,645 | -100.0% | -0.21% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-01-29
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 16 | Q3 2023 | 9.6% |
| DISNEY WALT CO | 16 | Q3 2023 | 20.0% |
| WISDOMTREE TR | 16 | Q3 2023 | 8.4% |
| MICROSOFT CORP | 16 | Q3 2023 | 5.0% |
| INCYTE CORP | 16 | Q3 2023 | 6.2% |
| ISHARES TR | 16 | Q3 2023 | 3.6% |
| JOHNSON & JOHNSON | 16 | Q3 2023 | 4.0% |
| WISDOMTREE TR | 16 | Q3 2023 | 2.5% |
| AMAZON COM INC | 16 | Q3 2023 | 3.1% |
| EXXON MOBIL CORP | 16 | Q3 2023 | 2.9% |
View Key FInancial Inc's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-01-31 |
| 13F-HR | 2023-11-01 |
| 13F-HR | 2023-07-28 |
| 13F-HR | 2023-05-02 |
| 13F-HR | 2023-01-26 |
| 13F-HR | 2022-10-28 |
| 13F-HR | 2022-07-26 |
| 13F-HR | 2022-04-27 |
| 13F-HR | 2022-01-19 |
| 13F-HR | 2021-11-01 |
View Key FInancial Inc'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.