$200 Million is the total value of Key FInancial Inc's 997 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 5.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| INCY | INCYTE CORP | $4,810,000 | +6.7% | 65,533 | 0.0% | 2.41% | -5.5% | |
| PG | PROCTER AND GAMBLE CO | $2,304,000 | +17.0% | 14,082 | 0.0% | 1.15% | +3.6% | |
| STBA | S & T BANCORP INC | $1,996,000 | +7.0% | 63,332 | 0.0% | 1.00% | -5.3% | |
| NEE | NEXTERA ENERGY INC | $1,296,000 | +18.9% | 13,878 | 0.0% | 0.65% | +5.2% | |
| AVGO | BROADCOM INC | $1,206,000 | +37.2% | 1,813 | 0.0% | 0.60% | +21.5% | |
| UNH | UNITEDHEALTH GROUP INC | $1,123,000 | +28.5% | 2,237 | 0.0% | 0.56% | +13.5% | |
| FISV | FISERV INC | $924,000 | -4.3% | 8,906 | 0.0% | 0.46% | -15.4% | |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $901,000 | +9.5% | 2 | 0.0% | 0.45% | -3.2% | |
| BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $809,000 | +9.5% | 2,707 | 0.0% | 0.40% | -3.1% | |
| GIS | GENERAL MLS INC | $805,000 | +12.7% | 11,940 | 0.0% | 0.40% | -0.2% | |
| MCO | MOODYS CORP | $769,000 | +9.9% | 1,970 | 0.0% | 0.38% | -2.8% | |
| WTRG | ESSENTIAL UTILS INC | $769,000 | +16.5% | 14,319 | 0.0% | 0.38% | +3.2% | |
| PXF | INVESCO EXCH TRADED FD TR IIftse rafi dev | $654,000 | +1.2% | 13,793 | 0.0% | 0.33% | -10.4% | |
| QQQ | INVESCO QQQ TRunit ser 1 | $650,000 | +11.1% | 1,635 | 0.0% | 0.33% | -1.5% | |
| BAC | BK OF AMERICA CORP | $643,000 | +4.9% | 14,443 | 0.0% | 0.32% | -7.2% | |
| VBK | VANGUARD INDEX FDSsml cp grw etf | $637,000 | +0.6% | 2,261 | 0.0% | 0.32% | -10.9% | |
| DON | WISDOMTREE TRus midcap divid | $612,000 | +7.0% | 13,799 | 0.0% | 0.31% | -5.2% | |
| VOE | VANGUARD INDEX FDSmcap vl idxvip | $557,000 | +7.7% | 3,706 | 0.0% | 0.28% | -4.8% | |
| GLW | CORNING INC | $534,000 | +2.1% | 14,335 | 0.0% | 0.27% | -9.8% | |
| IJK | ISHARES TRs&p mc 400gr etf | $527,000 | +7.6% | 6,186 | 0.0% | 0.26% | -4.7% | |
| AZN | ASTRAZENECA PLCsponsored adr | $519,000 | -3.0% | 8,912 | 0.0% | 0.26% | -14.2% | |
| KMB | KIMBERLY-CLARK CORP | $510,000 | +8.1% | 3,565 | 0.0% | 0.26% | -4.5% | |
| ORCL | ORACLE CORP | $508,000 | +0.2% | 5,823 | 0.0% | 0.25% | -11.5% | |
| PLTR | PALANTIR TECHNOLOGIES INCcl a | $494,000 | -24.2% | 27,136 | 0.0% | 0.25% | -33.1% | |
| DHI | D R HORTON INC | $487,000 | +29.2% | 4,487 | 0.0% | 0.24% | +14.6% | |
| MMM | 3M CO | $476,000 | +1.3% | 2,682 | 0.0% | 0.24% | -10.5% | |
| BSMN | INVESCO EXCH TRD SLF IDX FD | $468,000 | -0.2% | 18,280 | 0.0% | 0.23% | -11.7% | |
| VYM | VANGUARD WHITEHALL FDShigh div yld | $459,000 | +8.5% | 4,095 | 0.0% | 0.23% | -3.8% | |
| IVW | ISHARES TRs&p 500 grwt etf | $450,000 | +13.1% | 5,384 | 0.0% | 0.22% | 0.0% | |
| AMT | AMERICAN TOWER CORP NEW | $448,000 | +10.1% | 1,533 | 0.0% | 0.22% | -2.6% | |
| VTI | VANGUARD INDEX FDStotal stk mkt | $447,000 | +8.8% | 1,852 | 0.0% | 0.22% | -3.9% | |
| PAYX | PAYCHEX INC | $431,000 | +21.4% | 3,155 | 0.0% | 0.22% | +7.5% | |
| BSMM | INVESCO EXCH TRD SLF IDX FD | $428,000 | 0.0% | 16,842 | 0.0% | 0.21% | -11.6% | |
| SYK | STRYKER CORPORATION | $423,000 | +1.4% | 1,580 | 0.0% | 0.21% | -10.2% | |
| IWN | ISHARES TRrus 2000 val etf | $412,000 | +3.8% | 2,479 | 0.0% | 0.21% | -8.4% | |
| VTV | VANGUARD INDEX FDSvalue etf | $407,000 | +8.5% | 2,767 | 0.0% | 0.20% | -3.8% | |
| TSLA | TESLA INC | $405,000 | +36.4% | 383 | 0.0% | 0.20% | +20.8% | |
| UNP | UNION PAC CORP | $401,000 | +28.5% | 1,592 | 0.0% | 0.20% | +13.6% | |
| GWX | SPDR INDEX SHS FDSs&p intl smlcp | $400,000 | -1.7% | 10,585 | 0.0% | 0.20% | -13.0% | |
| AMGN | AMGEN INC | $393,000 | +5.9% | 1,745 | 0.0% | 0.20% | -6.2% | |
| ED | CONSOLIDATED EDISON INC | $380,000 | +17.6% | 4,455 | 0.0% | 0.19% | +3.8% | |
| EW | EDWARDS LIFESCIENCES CORP | $376,000 | +14.6% | 2,901 | 0.0% | 0.19% | +1.1% | |
| TOL | TOLL BROTHERS INC | $347,000 | +30.9% | 4,800 | 0.0% | 0.17% | +16.0% | |
| INTC | INTEL CORP | $335,000 | -3.2% | 6,500 | 0.0% | 0.17% | -14.3% | |
| ROK | ROCKWELL AUTOMATION INC | $297,000 | +18.8% | 851 | 0.0% | 0.15% | +5.7% | |
| BSCM | INVESCO EXCH TRD SLF IDX FD | $296,000 | -0.7% | 13,828 | 0.0% | 0.15% | -12.4% | |
| SDY | SPDR SER TRs&p divid etf | $283,000 | +9.7% | 2,195 | 0.0% | 0.14% | -2.7% | |
| BSCN | INVESCO EXCH TRD SLF IDX FD | $284,000 | -1.0% | 13,246 | 0.0% | 0.14% | -12.3% | |
| LOW | LOWES COS INC | $282,000 | +27.6% | 1,091 | 0.0% | 0.14% | +12.8% | |
| VCR | VANGUARD WORLD FDSconsum dis etf | $281,000 | +9.8% | 826 | 0.0% | 0.14% | -2.8% | |
| ANSS | ANSYS INC | $279,000 | +17.7% | 695 | 0.0% | 0.14% | +4.5% | |
| BSMO | INVESCO EXCH TRD SLF IDX FD | $268,000 | 0.0% | 10,402 | 0.0% | 0.13% | -11.8% | |
| BSMP | INVESCO EXCH TRD SLF IDX FD | $268,000 | 0.0% | 10,330 | 0.0% | 0.13% | -11.8% | |
| MA | MASTERCARD INCORPORATEDcl a | $257,000 | +3.2% | 715 | 0.0% | 0.13% | -8.5% | |
| CVX | CHEVRON CORP NEW | $250,000 | +15.7% | 2,128 | 0.0% | 0.12% | +2.5% | |
| IBM | INTERNATIONAL BUSINESS MACHS | $250,000 | -3.8% | 1,872 | 0.0% | 0.12% | -15.0% | |
| HPQ | HP INC | $228,000 | +37.3% | 6,062 | 0.0% | 0.11% | +21.3% | |
| NVO | NOVO-NORDISK A Sadr | $223,000 | +16.1% | 1,995 | 0.0% | 0.11% | +2.8% | |
| VFC | V F CORP | $218,000 | +9.5% | 2,973 | 0.0% | 0.11% | -3.5% | |
| QDF | FLEXSHARES TRqualt divd idx | $215,000 | +10.3% | 3,501 | 0.0% | 0.11% | -1.8% | |
| STT | STATE STR CORP | $211,000 | +9.9% | 2,269 | 0.0% | 0.11% | -2.8% | |
| BR | BROADRIDGE FINL SOLUTIONS IN | $211,000 | +9.3% | 1,156 | 0.0% | 0.11% | -2.8% | |
| ADP | AUTOMATIC DATA PROCESSING IN | $210,000 | +22.8% | 853 | 0.0% | 0.10% | +8.2% | |
| PAYC | PAYCOM SOFTWARE INC | $208,000 | -16.1% | 500 | 0.0% | 0.10% | -25.7% | |
| IVOV | VANGUARD ADMIRAL FDS INCmidcp 400 val | $196,000 | +5.9% | 1,163 | 0.0% | 0.10% | -6.7% | |
| SCZ | ISHARES TReafe sml cp etf | $185,000 | -2.1% | 2,534 | 0.0% | 0.09% | -13.1% | |
| CC | CHEMOURS CO | $179,000 | +15.5% | 5,329 | 0.0% | 0.09% | +2.3% | |
| AXP | AMERICAN EXPRESS CO | $170,000 | -2.3% | 1,040 | 0.0% | 0.08% | -13.3% | |
| MTUM | ISHARES TRmsci usa mmentm | $168,000 | +3.7% | 922 | 0.0% | 0.08% | -8.7% | |
| BSMR | INVESCO EXCH TRD SLF IDX FD | $165,000 | +0.6% | 6,376 | 0.0% | 0.08% | -10.8% | |
| BSMQ | INVESCO EXCH TRD SLF IDX FD | $164,000 | 0.0% | 6,333 | 0.0% | 0.08% | -11.8% | |
| VIAC | VIACOMCBS INCcl b | $164,000 | -23.7% | 5,433 | 0.0% | 0.08% | -32.8% | |
| DG | DOLLAR GEN CORP NEW | $162,000 | +11.7% | 685 | 0.0% | 0.08% | -1.2% | |
| TRV | TRAVELERS COMPANIES INC | $162,000 | +3.2% | 1,036 | 0.0% | 0.08% | -9.0% | |
| MS | MORGAN STANLEY | $155,000 | +0.6% | 1,584 | 0.0% | 0.08% | -10.3% | |
| FNV | FRANCO NEV CORP | $151,000 | +6.3% | 1,091 | 0.0% | 0.08% | -5.0% | |
| IXN | ISHARES TRglobal tech etf | $146,000 | +14.1% | 2,262 | 0.0% | 0.07% | +1.4% | |
| HON | HONEYWELL INTL INC | $143,000 | -2.1% | 688 | 0.0% | 0.07% | -13.3% | |
| PPL | PPL CORP | $144,000 | +8.3% | 4,781 | 0.0% | 0.07% | -4.0% | |
| ARTNA | ARTESIAN RES CORPcl a | $140,000 | +21.7% | 3,025 | 0.0% | 0.07% | +7.7% | |
| XLU | SELECT SECTOR SPDR TRsbi int-utils | $139,000 | +12.1% | 1,940 | 0.0% | 0.07% | 0.0% | |
| SPGI | S&P GLOBAL INC | $140,000 | +11.1% | 296 | 0.0% | 0.07% | -1.4% | |
| BSJM | INVESCO EXCH TRD SLF IDX FD | $137,000 | 0.0% | 5,910 | 0.0% | 0.07% | -11.5% | |
| IYW | ISHARES TRu.s. tech etf | $135,000 | +13.4% | 1,176 | 0.0% | 0.07% | +1.5% | |
| SLY | SPDR SER TRs&p 600 sml cap | $136,000 | +5.4% | 1,366 | 0.0% | 0.07% | -6.8% | |
| LNC | LINCOLN NATL CORP IND | $132,000 | -0.8% | 1,929 | 0.0% | 0.07% | -12.0% | |
| HZNP | HORIZON THERAPEUTICS PUB L | $129,000 | -1.5% | 1,195 | 0.0% | 0.06% | -12.2% | |
| DLTR | DOLLAR TREE INC | $129,000 | +46.6% | 920 | 0.0% | 0.06% | +30.0% | |
| VG | VONAGE HLDGS CORP | $127,000 | +28.3% | 6,114 | 0.0% | 0.06% | +14.3% | |
| DHR | DANAHER CORPORATION | $123,000 | +7.9% | 374 | 0.0% | 0.06% | -4.6% | |
| TDIV | FIRST TR EXCHANGE-TRADED FDnasd tech div | $119,000 | +11.2% | 1,900 | 0.0% | 0.06% | -1.6% | |
| IWV | ISHARES TRrussell 3000 etf | $120,000 | +9.1% | 432 | 0.0% | 0.06% | -3.2% | |
| FXF | INVESCO CURRENCYSHARES SWISSswiss franc | $119,000 | +2.6% | 1,200 | 0.0% | 0.06% | -9.1% | |
| HSY | HERSHEY CO | $118,000 | +14.6% | 608 | 0.0% | 0.06% | +1.7% | |
| FULT | FULTON FINL CORP PA | $116,000 | +11.5% | 6,833 | 0.0% | 0.06% | -1.7% | |
| NXPI | NXP SEMICONDUCTORS N V | $115,000 | +16.2% | 504 | 0.0% | 0.06% | +3.6% | |
| BLK | BLACKROCK INC | $114,000 | +9.6% | 124 | 0.0% | 0.06% | -3.4% | |
| FXE | INVESCO CURRENCYSHARES EURO | $112,000 | -1.8% | 1,060 | 0.0% | 0.06% | -13.8% | |
| BSJO | INVESCO EXCH TRD SLF IDX FD | $112,000 | 0.0% | 4,468 | 0.0% | 0.06% | -11.1% | |
| BSJN | INVESCO EXCH TRD SLF IDX FD | $112,000 | 0.0% | 4,423 | 0.0% | 0.06% | -11.1% | |
| STZ | CONSTELLATION BRANDS INCcl a | $107,000 | +18.9% | 425 | 0.0% | 0.05% | +5.9% | |
| SIVB | SVB FINANCIAL GROUP | $108,000 | +4.9% | 159 | 0.0% | 0.05% | -6.9% | |
| RGLD | ROYAL GOLD INC | $105,000 | +10.5% | 1,000 | 0.0% | 0.05% | -1.9% | |
| BLCN | SIREN ETF TRnsd nxgn eco etf | $105,000 | -4.5% | 2,466 | 0.0% | 0.05% | -14.5% | |
| DVY | ISHARES TRselect divid etf | $106,000 | +7.1% | 866 | 0.0% | 0.05% | -5.4% | |
| WELL | WELLTOWER INC | $106,000 | +3.9% | 1,231 | 0.0% | 0.05% | -8.6% | |
| F | FORD MTR CO DEL | $104,000 | +46.5% | 5,026 | 0.0% | 0.05% | +30.0% | |
| USB | US BANCORP DEL | $103,000 | -5.5% | 1,828 | 0.0% | 0.05% | -16.1% | |
| ABC | AMERISOURCEBERGEN CORP | $103,000 | +12.0% | 773 | 0.0% | 0.05% | 0.0% | |
| PYPL | PAYPAL HLDGS INC | $101,000 | -27.3% | 533 | 0.0% | 0.05% | -35.4% | |
| WPC | WP CAREY INC | $101,000 | +12.2% | 1,227 | 0.0% | 0.05% | 0.0% | |
| BCE | BCE INC | $102,000 | +4.1% | 1,951 | 0.0% | 0.05% | -7.3% | |
| MSI | MOTOROLA SOLUTIONS INC | $99,000 | +16.5% | 365 | 0.0% | 0.05% | +4.2% | |
| VVV | VALVOLINE INC | $100,000 | +19.0% | 2,681 | 0.0% | 0.05% | +4.2% | |
| CEW | WISDOMTREE TRemerg cur str fd | $95,000 | -3.1% | 5,518 | 0.0% | 0.05% | -12.7% | |
| CNC | CENTENE CORP DEL | $95,000 | +31.9% | 1,155 | 0.0% | 0.05% | +17.1% | |
| SNV | SYNOVUS FINL CORP | $95,000 | +9.2% | 1,986 | 0.0% | 0.05% | -2.0% | |
| BWFG | BANKWELL FINL GROUP INC | $95,000 | +11.8% | 2,900 | 0.0% | 0.05% | 0.0% | |
| MEI | METHODE ELECTRS INC | $96,000 | +17.1% | 1,945 | 0.0% | 0.05% | +4.3% | |
| FBC | FLAGSTAR BANCORP INC | $93,000 | -5.1% | 1,935 | 0.0% | 0.05% | -14.5% | |
| GM | GENERAL MTRS CO | $91,000 | +11.0% | 1,555 | 0.0% | 0.05% | 0.0% | |
| BSCP | INVESCO EXCH TRD SLF IDX FD | $89,000 | -2.2% | 4,079 | 0.0% | 0.04% | -11.8% | |
| CL | COLGATE PALMOLIVE CO | $89,000 | +12.7% | 1,039 | 0.0% | 0.04% | 0.0% | |
| XNTK | SPDR SER TRnyse tech etf | $89,000 | +6.0% | 537 | 0.0% | 0.04% | -6.2% | |
| AJG | GALLAGHER ARTHUR J & CO | $90,000 | +13.9% | 533 | 0.0% | 0.04% | 0.0% | |
| PFM | INVESCO EXCHANGE TRADED FD Tdivid achievev | $87,000 | +24.3% | 1,525 | 0.0% | 0.04% | +10.0% | |
| CSX | CSX CORP | $88,000 | +25.7% | 2,343 | 0.0% | 0.04% | +10.0% | |
| BSJP | INVESCO EXCH TRD SLF IDX FD | $88,000 | 0.0% | 3,597 | 0.0% | 0.04% | -12.0% | |
| FMC | FMC CORP | $86,000 | +19.4% | 785 | 0.0% | 0.04% | +4.9% | |
| EMR | EMERSON ELEC CO | $86,000 | -2.3% | 930 | 0.0% | 0.04% | -14.0% | |
| AGO | ASSURED GUARANTY LTD | $86,000 | +7.5% | 1,715 | 0.0% | 0.04% | -4.4% | |
| FDS | FACTSET RESH SYS INC | $83,000 | +23.9% | 170 | 0.0% | 0.04% | +10.5% | |
| XYL | XYLEM INC | $84,000 | -3.4% | 700 | 0.0% | 0.04% | -14.3% | |
| BKNG | BOOKING HOLDINGS INC | $82,000 | +1.2% | 34 | 0.0% | 0.04% | -10.9% | |
| VRSK | VERISK ANALYTICS INC | $81,000 | +14.1% | 356 | 0.0% | 0.04% | +2.5% | |
| HOLX | HOLOGIC INC | $81,000 | +2.5% | 1,064 | 0.0% | 0.04% | -8.9% | |
| XLB | SELECT SECTOR SPDR TRsbi materials | $82,000 | +15.5% | 900 | 0.0% | 0.04% | +2.5% | |
| BSCO | INVESCO EXCH TRD SLF IDX FD | $82,000 | -1.2% | 3,772 | 0.0% | 0.04% | -12.8% | |
| MU | MICRON TECHNOLOGY INC | $82,000 | +32.3% | 880 | 0.0% | 0.04% | +17.1% | |
| SHW | SHERWIN WILLIAMS CO | $79,000 | +27.4% | 223 | 0.0% | 0.04% | +14.3% | |
| ACN | ACCENTURE PLC IRELAND | $79,000 | +29.5% | 190 | 0.0% | 0.04% | +14.3% | |
| EBLU | MANAGED PORTFOLIO SERIESecofin gbl water | $79,000 | +9.7% | 1,572 | 0.0% | 0.04% | -2.4% | |
| ADI | ANALOG DEVICES INC | $80,000 | +3.9% | 457 | 0.0% | 0.04% | -9.1% | |
| OC | OWENS CORNING NEW | $79,000 | +6.8% | 870 | 0.0% | 0.04% | -4.8% | |
| FAST | FASTENAL CO | $78,000 | +23.8% | 1,216 | 0.0% | 0.04% | +8.3% | |
| GSBD | GOLDMAN SACHS BDC INC | $78,000 | +4.0% | 4,083 | 0.0% | 0.04% | -7.1% | |
| NVS | NOVARTIS AGsponsored adr | $75,000 | +7.1% | 859 | 0.0% | 0.04% | -5.0% | |
| EMF | TEMPLETON EMERGING MKTS FD | $76,000 | -5.0% | 4,736 | 0.0% | 0.04% | -15.6% | |
| VLY | VALLEY NATL BANCORP | $76,000 | +4.1% | 5,494 | 0.0% | 0.04% | -7.3% | |
| HES | HESS CORP | $75,000 | -5.1% | 1,017 | 0.0% | 0.04% | -15.6% | |
| BP | BP PLCsponsored adr | $75,000 | -2.6% | 2,834 | 0.0% | 0.04% | -13.6% | |
| NULV | NUSHARES ETF TRnuveen esg lrgvl | $73,000 | +2.8% | 1,890 | 0.0% | 0.04% | -7.5% | |
| LIN | LINDE PLC | $74,000 | +17.5% | 215 | 0.0% | 0.04% | +2.8% | |
| AZO | AUTOZONE INC | $71,000 | +22.4% | 34 | 0.0% | 0.04% | +9.1% | |
| CCI | CROWN CASTLE INTL CORP NEW | $71,000 | +20.3% | 341 | 0.0% | 0.04% | +9.1% | |
| CARR | CARRIER GLOBAL CORPORATION | $71,000 | +4.4% | 1,316 | 0.0% | 0.04% | -5.3% | |
| ABR | ARBOR REALTY TRUST INC | $70,000 | -1.4% | 3,846 | 0.0% | 0.04% | -12.5% | |
| LEN | LENNAR CORPcl a | $70,000 | +25.0% | 600 | 0.0% | 0.04% | +9.4% | |
| FL | FOOT LOCKER INC | $69,000 | -4.2% | 1,583 | 0.0% | 0.04% | -14.6% | |
| BC | BRUNSWICK CORP | $67,000 | +6.3% | 661 | 0.0% | 0.03% | -5.6% | |
| IWR | ISHARES TRrus mid cap etf | $67,000 | +6.3% | 804 | 0.0% | 0.03% | -5.6% | |
| CAT | CATERPILLAR INC | $67,000 | +8.1% | 325 | 0.0% | 0.03% | -2.9% | |
| VOYA | VOYA FINANCIAL INC | $66,000 | +8.2% | 999 | 0.0% | 0.03% | -5.7% | |
| ENB | ENBRIDGE INC | $65,000 | -1.5% | 1,662 | 0.0% | 0.03% | -10.8% | |
| CVE | CENOVUS ENERGY INC | $65,000 | +20.4% | 5,326 | 0.0% | 0.03% | +6.5% | |
| EXPD | EXPEDITORS INTL WASH INC | $65,000 | +12.1% | 487 | 0.0% | 0.03% | 0.0% | |
| CCK | CROWN HLDGS INC | $66,000 | +10.0% | 598 | 0.0% | 0.03% | -2.9% | |
| FYC | FIRST TR EXCHANGE-TRADED ALPsml cp grw alp | $63,000 | +5.0% | 844 | 0.0% | 0.03% | -5.9% | |
| MWA | MUELLER WTR PRODS INC | $64,000 | -4.5% | 4,425 | 0.0% | 0.03% | -15.8% | |
| XLK | SELECT SECTOR SPDR TRtechnology | $63,000 | +16.7% | 361 | 0.0% | 0.03% | +3.2% | |
| IJJ | ISHARES TRs&p mc 400vl etf | $64,000 | +6.7% | 578 | 0.0% | 0.03% | -5.9% | |
| SGFY | SIGNIFY HEALTH INC | $62,000 | -20.5% | 4,340 | 0.0% | 0.03% | -29.5% | |
| WFC | WELLS FARGO CO NEW | $61,000 | +3.4% | 1,280 | 0.0% | 0.03% | -6.1% | |
| PM | PHILIP MORRIS INTL INC | $60,000 | 0.0% | 633 | 0.0% | 0.03% | -11.8% | |
| DIA | SPDR DOW JONES INDL AVERAGEut ser 1 | $59,000 | +7.3% | 163 | 0.0% | 0.03% | -3.2% | |
| VOT | VANGUARD INDEX FDSmcap gr idxvip | $59,000 | +7.3% | 233 | 0.0% | 0.03% | -3.2% | |
| SDOG | ALPS ETF TRsectr div dogs | $59,000 | +5.4% | 1,098 | 0.0% | 0.03% | -6.2% | |
| WM | WASTE MGMT INC DEL | $60,000 | +11.1% | 358 | 0.0% | 0.03% | -3.2% | |
| FXY | INVESCO CURRENCYSHARES JAPANjapanese yen | $57,000 | -3.4% | 695 | 0.0% | 0.03% | -12.1% | |
| VPL | VANGUARD INTL EQUITY INDEX Fftse pacific etf | $57,000 | -3.4% | 731 | 0.0% | 0.03% | -12.1% | |
| MCK | MCKESSON CORP | $55,000 | +25.0% | 222 | 0.0% | 0.03% | +12.0% | |
| BKR | BAKER HUGHES COMPANYcl a | $55,000 | -1.8% | 2,278 | 0.0% | 0.03% | -12.5% | |
| WOR | WORTHINGTON INDS INC | $55,000 | +3.8% | 1,002 | 0.0% | 0.03% | -6.7% | |
| CF | CF INDS HLDGS INC | $55,000 | +27.9% | 773 | 0.0% | 0.03% | +16.7% | |
| OKE | ONEOK INC NEW | $55,000 | +1.9% | 929 | 0.0% | 0.03% | -9.7% | |
| LULU | LULULEMON ATHLETICA INC | $56,000 | -3.4% | 143 | 0.0% | 0.03% | -15.2% | |
| OTIS | OTIS WORLDWIDE CORP | $56,000 | +5.7% | 647 | 0.0% | 0.03% | -6.7% | |
| HTA | HEALTHCARE TR AMER INCcl a new | $55,000 | +12.2% | 1,648 | 0.0% | 0.03% | 0.0% | |
| HYS | PIMCO ETF TR0-5 high yield | $55,000 | 0.0% | 559 | 0.0% | 0.03% | -9.7% | |
| EIX | EDISON INTL | $56,000 | +21.7% | 827 | 0.0% | 0.03% | +7.7% | |
| VO | VANGUARD INDEX FDSmid cap etf | $55,000 | +7.8% | 217 | 0.0% | 0.03% | -3.4% | |
| USMV | ISHARES TRmsci usa min vol | $54,000 | +10.2% | 671 | 0.0% | 0.03% | -3.6% | |
| MTD | METTLER TOLEDO INTERNATIONAL | $53,000 | +23.3% | 31 | 0.0% | 0.03% | +12.5% | |
| DFNL | DAVIS FUNDAMENTAL ETF TRselect finl | $51,000 | 0.0% | 1,681 | 0.0% | 0.03% | -10.3% | |
| WGO | WINNEBAGO INDS INC | $52,000 | +2.0% | 700 | 0.0% | 0.03% | -10.3% | |
| ITW | ILLINOIS TOOL WKS INC | $52,000 | +20.9% | 209 | 0.0% | 0.03% | +8.3% | |
| EPD | ENTERPRISE PRODS PARTNERS L | $51,000 | +2.0% | 2,304 | 0.0% | 0.03% | -7.1% | |
| HPE | HEWLETT PACKARD ENTERPRISE C | $49,000 | +11.4% | 3,118 | 0.0% | 0.02% | 0.0% | |
| AMAT | APPLIED MATLS INC | $50,000 | +22.0% | 320 | 0.0% | 0.02% | +8.7% | |
| CHRW | C H ROBINSON WORLDWIDE INC | $48,000 | +23.1% | 450 | 0.0% | 0.02% | +9.1% | |
| GSK | GLAXOSMITHKLINE PLCsponsored adr | $47,000 | +14.6% | 1,076 | 0.0% | 0.02% | +4.3% | |
| TXN | TEXAS INSTRS INC | $45,000 | -2.2% | 241 | 0.0% | 0.02% | -11.5% | |
| SJM | SMUCKER J M CO | $44,000 | +12.8% | 321 | 0.0% | 0.02% | 0.0% | |
| TROW | PRICE T ROWE GROUP INC | $44,000 | 0.0% | 224 | 0.0% | 0.02% | -12.0% | |
| APH | AMPHENOL CORP NEWcl a | $44,000 | +18.9% | 500 | 0.0% | 0.02% | +4.8% | |
| RE | EVEREST RE GROUP LTD | $44,000 | +10.0% | 159 | 0.0% | 0.02% | -4.3% | |
| CNI | CANADIAN NATL RY CO | $42,000 | +7.7% | 340 | 0.0% | 0.02% | -4.5% | |
| BSJQ | INVESCO EXCH TRD SLF IDX FDinvsco blsh 26 | $42,000 | 0.0% | 1,629 | 0.0% | 0.02% | -12.5% | |
| EVRG | EVERGY INC | $41,000 | +10.8% | 598 | 0.0% | 0.02% | 0.0% | |
| PRF | INVESCO EXCHANGE TRADED FD Tftse rafi 1000 | $41,000 | +7.9% | 241 | 0.0% | 0.02% | -4.5% | |
| EBF | ENNIS INC | $42,000 | +5.0% | 2,148 | 0.0% | 0.02% | -8.7% | |
| WSFS | WSFS FINL CORP | $40,000 | -2.4% | 801 | 0.0% | 0.02% | -13.0% | |
| D | DOMINION ENERGY INC | $39,000 | +8.3% | 494 | 0.0% | 0.02% | 0.0% | |
| ANTM | ANTHEM INC | $40,000 | +25.0% | 87 | 0.0% | 0.02% | +11.1% | |
| YUMC | YUM CHINA HLDGS INC | $40,000 | -13.0% | 800 | 0.0% | 0.02% | -23.1% | |
| SWK | STANLEY BLACK & DECKER INC | $37,000 | +8.8% | 195 | 0.0% | 0.02% | 0.0% | |
| NNN | NATIONAL RETAIL PROPERTIES I | $38,000 | +8.6% | 800 | 0.0% | 0.02% | -5.0% | |
| RZG | INVESCO EXCHANGE TRADED FD Ts&p sml600 gwt | $38,000 | +2.7% | 229 | 0.0% | 0.02% | -9.5% | |
| BSX | BOSTON SCIENTIFIC CORP | $38,000 | 0.0% | 885 | 0.0% | 0.02% | -13.6% | |
| FLS | FLOWSERVE CORP | $37,000 | -11.9% | 1,200 | 0.0% | 0.02% | -20.8% | |
| MPW | MEDICAL PPTYS TRUST INC | $38,000 | +18.8% | 1,600 | 0.0% | 0.02% | +5.6% | |
| TGTX | TG THERAPEUTICS INC | $38,000 | -43.3% | 2,000 | 0.0% | 0.02% | -50.0% | |
| VIGI | VANGUARD WHITEHALL FDSintl dvd etf | $37,000 | -2.6% | 435 | 0.0% | 0.02% | -13.6% | |
| SHOP | SHOPIFY INCcl a | $37,000 | 0.0% | 27 | 0.0% | 0.02% | -9.5% | |
| FRBA | FIRST BK WILLIAMSTOWN NEW JE | $36,000 | +2.9% | 2,450 | 0.0% | 0.02% | -10.0% | |
| FNDF | SCHWAB STRATEGIC TRschwb fdt int lg | $35,000 | 0.0% | 1,080 | 0.0% | 0.02% | -10.0% | |
| LNDC | LANDEC CORP | $36,000 | +20.0% | 3,265 | 0.0% | 0.02% | +5.9% | |
| NQP | NUVEEN PENNSYLVANIA QLT MUN | $36,000 | 0.0% | 2,439 | 0.0% | 0.02% | -10.0% | |
| OVV | OVINTIV INC | $35,000 | +2.9% | 1,026 | 0.0% | 0.02% | -5.3% | |
| O | REALTY INCOME CORP | $35,000 | +12.9% | 482 | 0.0% | 0.02% | 0.0% | |
| JMST | J P MORGAN EXCHANGE-TRADED Fultra sht muncpl | $34,000 | 0.0% | 675 | 0.0% | 0.02% | -10.5% | |
| RSP | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $33,000 | +6.5% | 204 | 0.0% | 0.02% | -5.6% | |
| BLMN | BLOOMIN BRANDS INC | $33,000 | -15.4% | 1,552 | 0.0% | 0.02% | -22.7% | |
| PPG | PPG INDS INC | $34,000 | +21.4% | 198 | 0.0% | 0.02% | +6.2% | |
| QQQX | NUVEEN NASDAQ 100 DYNAMIC OV | $34,000 | +9.7% | 1,104 | 0.0% | 0.02% | -5.6% | |
| DELL | DELL TECHNOLOGIES INCcl c | $33,000 | -45.9% | 585 | 0.0% | 0.02% | -51.4% | |
| KLIC | KULICKE & SOFFA INDS INC | $32,000 | +3.2% | 524 | 0.0% | 0.02% | -11.1% | |
| MKC | MCCORMICK & CO INC | $31,000 | +19.2% | 317 | 0.0% | 0.02% | +6.7% | |
| ROKU | ROKU INC | $32,000 | -27.3% | 139 | 0.0% | 0.02% | -36.0% | |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $31,000 | 0.0% | 1,456 | 0.0% | 0.02% | -11.1% | |
| DIMENSIONAL ETF TRUSTworld ex us core | $32,000 | 0.0% | 1,225 | 0.0% | 0.02% | -11.1% | ||
| SQ | BLOCK INCcl a | $29,000 | -31.0% | 177 | 0.0% | 0.02% | -37.5% | |
| CTAS | CINTAS CORP | $30,000 | +15.4% | 67 | 0.0% | 0.02% | 0.0% | |
| VV | VANGUARD INDEX FDSlarge cap etf | $29,000 | +7.4% | 133 | 0.0% | 0.02% | 0.0% | |
| IDCC | INTERDIGITAL INC | $29,000 | +7.4% | 400 | 0.0% | 0.02% | 0.0% | |
| FTNT | FORTINET INC | $29,000 | +26.1% | 80 | 0.0% | 0.02% | +15.4% | |
| XBI | SPDR SER TRs&p biotech | $30,000 | -9.1% | 265 | 0.0% | 0.02% | -21.1% | |
| BSV | VANGUARD BD INDEX FDSshort trm bond | $29,000 | -3.3% | 363 | 0.0% | 0.02% | -11.8% | |
| PSX | PHILLIPS 66 | $30,000 | +3.4% | 419 | 0.0% | 0.02% | -6.2% | |
| ERIC | ERICSSONadr b sek 10 | $28,000 | -3.4% | 2,560 | 0.0% | 0.01% | -12.5% | |
| INGR | INGREDION INC | $27,000 | +12.5% | 275 | 0.0% | 0.01% | 0.0% | |
| BSJR | INVESCO EXCH TRD SLF IDX FD | $27,000 | -3.6% | 1,080 | 0.0% | 0.01% | -12.5% | |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $28,000 | +27.3% | 134 | 0.0% | 0.01% | +16.7% | |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $27,000 | +17.4% | 150 | 0.0% | 0.01% | +7.7% | |
| VICE | ADVISORSHARES TRvice e t f | $27,000 | +3.8% | 815 | 0.0% | 0.01% | -6.7% | |
| XLP | SELECT SECTOR SPDR TRsbi cons stpls | $28,000 | +12.0% | 362 | 0.0% | 0.01% | 0.0% | |
| LRN | STRIDE INC | $27,000 | -6.9% | 800 | 0.0% | 0.01% | -12.5% | |
| NLOK | NORTONLIFELOCK INC | $26,000 | +4.0% | 991 | 0.0% | 0.01% | -7.1% | |
| INFY | INFOSYS LTDsponsored adr | $25,000 | +13.6% | 979 | 0.0% | 0.01% | +8.3% | |
| HBI | HANESBRANDS INC | $25,000 | 0.0% | 1,484 | 0.0% | 0.01% | -7.1% | |
| HPS | HANCOCK JOHN PFD INCOME FD I | $25,000 | 0.0% | 1,342 | 0.0% | 0.01% | -7.1% | |
| VRSN | VERISIGN INC | $25,000 | +19.0% | 100 | 0.0% | 0.01% | +8.3% | |
| MUA | BLACKROCK MUNIASSETS FD INC | $25,000 | 0.0% | 1,657 | 0.0% | 0.01% | -7.1% | |
| EXPE | EXPEDIA GROUP INC | $26,000 | +13.0% | 142 | 0.0% | 0.01% | 0.0% | |
| FNDX | SCHWAB STRATEGIC TRschwab fdt us lg | $26,000 | +8.3% | 452 | 0.0% | 0.01% | -7.1% | |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $25,000 | 0.0% | 1,160 | 0.0% | 0.01% | -7.1% | |
| INTU | INTUIT | $26,000 | +18.2% | 41 | 0.0% | 0.01% | +8.3% | |
| VIG | VANGUARD SPECIALIZED FUNDSdiv app etf | $26,000 | +13.0% | 152 | 0.0% | 0.01% | 0.0% | |
| KLAC | KLA CORP | $25,000 | +31.6% | 58 | 0.0% | 0.01% | +18.2% | |
| BDX | BECTON DICKINSON & CO | $24,000 | +4.3% | 95 | 0.0% | 0.01% | -7.7% | |
| NVR | NVR INC | $24,000 | +26.3% | 4 | 0.0% | 0.01% | +9.1% | |
| LRCX | LAM RESEARCH CORP | $24,000 | +26.3% | 33 | 0.0% | 0.01% | +9.1% | |
| ETY | EATON VANCE TAX-MANAGED DIVE | $24,000 | +9.1% | 1,599 | 0.0% | 0.01% | 0.0% | |
| XT | ISHARES TRexponential tech | $24,000 | +4.3% | 360 | 0.0% | 0.01% | -7.7% | |
| TMUS | T-MOBILE US INC | $24,000 | -11.1% | 210 | 0.0% | 0.01% | -20.0% | |
| LIBERTY MEDIA CORP DELdeb 4.000%11/1 | $23,000 | 0.0% | 30,000 | 0.0% | 0.01% | -7.7% | ||
| MPC | MARATHON PETE CORP | $23,000 | 0.0% | 367 | 0.0% | 0.01% | -7.7% | |
| SCHP | SCHWAB STRATEGIC TRus tips etf | $23,000 | 0.0% | 361 | 0.0% | 0.01% | -7.7% | |
| MTB | M & T BK CORP | $24,000 | +4.3% | 153 | 0.0% | 0.01% | -7.7% | |
| PFXF | VANECK ETF TRUSTpreferred securt | $22,000 | +4.8% | 1,000 | 0.0% | 0.01% | -8.3% | |
| EBAY | EBAY INC. | $22,000 | -4.3% | 326 | 0.0% | 0.01% | -15.4% | |
| RDN | RADIAN GROUP INC | $21,000 | -8.7% | 1,000 | 0.0% | 0.01% | -15.4% | |
| BSAC | BANCO SANTANDER CHILE NEW | $21,000 | -19.2% | 1,298 | 0.0% | 0.01% | -26.7% | |
| HUM | HUMANA INC | $21,000 | +16.7% | 46 | 0.0% | 0.01% | +10.0% | |
| HWM | HOWMET AEROSPACE INC | $21,000 | +5.0% | 654 | 0.0% | 0.01% | 0.0% | |
| RDSA | ROYAL DUTCH SHELL PLCspons adr a | $22,000 | 0.0% | 504 | 0.0% | 0.01% | -8.3% | |
| AER | AERCAP HOLDINGS NV | $22,000 | +10.0% | 342 | 0.0% | 0.01% | 0.0% | |
| ALB | ALBEMARLE CORP | $21,000 | +5.0% | 91 | 0.0% | 0.01% | 0.0% | |
| ITOT | ISHARES TRcore s&p ttl stk | $21,000 | +5.0% | 200 | 0.0% | 0.01% | 0.0% | |
| MGM | MGM RESORTS INTERNATIONAL | $21,000 | +5.0% | 470 | 0.0% | 0.01% | 0.0% | |
| UTF | COHEN & STEERS INFRASTRUCTUR | $22,000 | +4.8% | 782 | 0.0% | 0.01% | -8.3% | |
| AUY | YAMANA GOLD INC | $21,000 | +5.0% | 5,000 | 0.0% | 0.01% | 0.0% | |
| YUM | YUM BRANDS INC | $22,000 | +10.0% | 160 | 0.0% | 0.01% | 0.0% | |
| GDV | GABELLI DIVID & INCOME TR | $21,000 | +5.0% | 772 | 0.0% | 0.01% | 0.0% | |
| MET | METLIFE INC | $22,000 | 0.0% | 351 | 0.0% | 0.01% | -8.3% | |
| KTB | KONTOOR BRANDS INC | $22,000 | +4.8% | 427 | 0.0% | 0.01% | -8.3% | |
| NOC | NORTHROP GRUMMAN CORP | $19,000 | +5.6% | 50 | 0.0% | 0.01% | 0.0% | |
| ARKK | ARK ETF TRinnovation etf | $19,000 | -17.4% | 206 | 0.0% | 0.01% | -23.1% | |
| CPB | CAMPBELL SOUP CO | $20,000 | +5.3% | 460 | 0.0% | 0.01% | -9.1% | |
| DIMENSIONAL ETF TRUSTinternatnal val | $19,000 | 0.0% | 576 | 0.0% | 0.01% | -9.1% | ||
| AEL | AMERICAN EQTY INVT LIFE HLD | $20,000 | +33.3% | 521 | 0.0% | 0.01% | +25.0% | |
| XLNX | XILINX INC | $19,000 | +35.7% | 90 | 0.0% | 0.01% | +25.0% | |
| CHPT | CHARGEPOINT HOLDINGS INC | $19,000 | -5.0% | 1,000 | 0.0% | 0.01% | -9.1% | |
| SPG | SIMON PPTY GROUP INC NEW | $18,000 | +20.0% | 114 | 0.0% | 0.01% | +12.5% | |
| BWXT | BWX TECHNOLOGIES INC | $17,000 | -10.5% | 350 | 0.0% | 0.01% | -18.2% | |
| ZS | ZSCALER INC | $17,000 | +21.4% | 54 | 0.0% | 0.01% | +12.5% | |
| SCHM | SCHWAB STRATEGIC TRus mid-cap etf | $18,000 | +5.9% | 218 | 0.0% | 0.01% | -10.0% | |
| AVNS | AVANOS MED INC | $17,000 | +13.3% | 492 | 0.0% | 0.01% | +12.5% | |
| PDM | PIEDMONT OFFICE REALTY TR IN | $18,000 | +5.9% | 972 | 0.0% | 0.01% | -10.0% | |
| QUAL | ISHARES TRmsci usa qlt fct | $17,000 | +6.2% | 118 | 0.0% | 0.01% | 0.0% | |
| FNB | F N B CORP | $17,000 | +6.2% | 1,379 | 0.0% | 0.01% | 0.0% | |
| NUE | NUCOR CORP | $18,000 | +20.0% | 156 | 0.0% | 0.01% | +12.5% | |
| BFB | BROWN FORMAN CORPcl b | $17,000 | +13.3% | 227 | 0.0% | 0.01% | +12.5% | |
| FITB | FIFTH THIRD BANCORP | $18,000 | +5.9% | 405 | 0.0% | 0.01% | -10.0% | |
| FYBR | FRONTIER COMMUNICATIONS PARE | $17,000 | +6.2% | 579 | 0.0% | 0.01% | 0.0% | |
| XLI | SELECT SECTOR SPDR TRsbi int-inds | $18,000 | +5.9% | 170 | 0.0% | 0.01% | -10.0% | |
| MGK | VANGUARD WORLD FDmega grwth ind | $18,000 | +12.5% | 70 | 0.0% | 0.01% | 0.0% | |
| CMC | COMMERCIAL METALS CO | $18,000 | +20.0% | 484 | 0.0% | 0.01% | +12.5% | |
| SWX | SOUTHWEST GAS HLDGS INC | $15,000 | +7.1% | 214 | 0.0% | 0.01% | 0.0% | |
| SCHW | SCHWAB CHARLES CORP | $15,000 | +15.4% | 183 | 0.0% | 0.01% | +14.3% | |
| SLB | SCHLUMBERGER LTD | $16,000 | +6.7% | 520 | 0.0% | 0.01% | 0.0% | |
| AA | ALCOA CORP | $15,000 | +25.0% | 254 | 0.0% | 0.01% | +14.3% | |
| TTC | TORO CO | $16,000 | +6.7% | 156 | 0.0% | 0.01% | 0.0% | |
| CIBR | FIRST TR EXCHANGE TRADED FDnasdaq cyb etf | $16,000 | +6.7% | 300 | 0.0% | 0.01% | 0.0% | |
| AEE | AMEREN CORP | $15,000 | +7.1% | 167 | 0.0% | 0.01% | 0.0% | |
| ING | ING GROEP N.V.sponsored adr | $15,000 | -6.2% | 1,072 | 0.0% | 0.01% | -11.1% | |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $14,000 | -12.5% | 108 | 0.0% | 0.01% | -22.2% | |
| AMP | AMERIPRISE FINL INC | $14,000 | +16.7% | 47 | 0.0% | 0.01% | 0.0% | |
| GRMN | GARMIN LTD | $14,000 | -12.5% | 103 | 0.0% | 0.01% | -22.2% | |
| CB | CHUBB LIMITED | $14,000 | +16.7% | 71 | 0.0% | 0.01% | 0.0% | |
| AWK | AMERICAN WTR WKS CO INC NEW | $14,000 | +7.7% | 75 | 0.0% | 0.01% | 0.0% | |
| DOV | DOVER CORP | $13,000 | +18.2% | 71 | 0.0% | 0.01% | +16.7% | |
| GGG | GRACO INC | $13,000 | +18.2% | 162 | 0.0% | 0.01% | +16.7% | |
| IHIT | INVESCO HIG INCM 2023 TARG T | $14,000 | 0.0% | 1,475 | 0.0% | 0.01% | -12.5% | |
| FICO | FAIR ISAAC CORP | $13,000 | +8.3% | 29 | 0.0% | 0.01% | 0.0% | |
| RMD | RESMED INC | $14,000 | -6.7% | 55 | 0.0% | 0.01% | -12.5% | |
| CEF | SPROTT PHYSICAL GOLD & SILVEtr unit | $13,000 | +8.3% | 710 | 0.0% | 0.01% | 0.0% | |
| FV | FIRST TR EXCHANGE-TRADED FDdorsey wrt 5 etf | $14,000 | +7.7% | 275 | 0.0% | 0.01% | 0.0% | |
| IUSB | ISHARES TRcore total usd | $13,000 | 0.0% | 242 | 0.0% | 0.01% | 0.0% | |
| VXF | VANGUARD INDEX FDSextend mkt etf | $13,000 | 0.0% | 69 | 0.0% | 0.01% | 0.0% | |
| VHT | VANGUARD WORLD FDShealth car etf | $13,000 | +8.3% | 50 | 0.0% | 0.01% | 0.0% | |
| SMDV | PROSHARES TRruss 2000 divd | $14,000 | +7.7% | 207 | 0.0% | 0.01% | 0.0% | |
| IEX | IDEX CORP | $14,000 | +16.7% | 58 | 0.0% | 0.01% | 0.0% | |
| HYG | ISHARES TRiboxx hi yd etf | $12,000 | 0.0% | 140 | 0.0% | 0.01% | -14.3% | |
| MLM | MARTIN MARIETTA MATLS INC | $11,000 | +22.2% | 25 | 0.0% | 0.01% | +20.0% | |
| SCHV | SCHWAB STRATEGIC TRus lcap va etf | $11,000 | +10.0% | 150 | 0.0% | 0.01% | 0.0% | |
| TM | TOYOTA MOTOR CORPads | $11,000 | 0.0% | 62 | 0.0% | 0.01% | 0.0% | |
| TKR | TIMKEN CO | $12,000 | 0.0% | 178 | 0.0% | 0.01% | -14.3% | |
| GPC | GENUINE PARTS CO | $12,000 | +9.1% | 88 | 0.0% | 0.01% | 0.0% | |
| AOS | SMITH A O CORP | $11,000 | +37.5% | 133 | 0.0% | 0.01% | +20.0% | |
| ITEQ | ETF MANAGERS TRbluestar israel | $11,000 | 0.0% | 167 | 0.0% | 0.01% | 0.0% | |
| CGNX | COGNEX CORP | $12,000 | -7.7% | 160 | 0.0% | 0.01% | -14.3% | |
| PSCT | INVESCO EXCH TRADED FD TR IIs&p smlcp info | $11,000 | +10.0% | 73 | 0.0% | 0.01% | 0.0% | |
| RDVY | FIRST TR EXCHANGE-TRADED FDrisng divd achiv | $12,000 | +9.1% | 238 | 0.0% | 0.01% | 0.0% | |
| DXC | DXC TECHNOLOGY CO | $12,000 | 0.0% | 359 | 0.0% | 0.01% | -14.3% | |
| KGC | KINROSS GOLD CORP | $12,000 | +9.1% | 2,000 | 0.0% | 0.01% | 0.0% | |
| ENS | ENERSYS | $12,000 | 0.0% | 156 | 0.0% | 0.01% | -14.3% | |
| ESGD | ISHARES TResg aw msci eafe | $11,000 | 0.0% | 135 | 0.0% | 0.01% | 0.0% | |
| VRRM | VERRA MOBILITY CORP | $11,000 | 0.0% | 726 | 0.0% | 0.01% | 0.0% | |
| KR | KROGER CO | $11,000 | +10.0% | 245 | 0.0% | 0.01% | 0.0% | |
| RY | ROYAL BK CDA | $11,000 | +10.0% | 100 | 0.0% | 0.01% | 0.0% | |
| JD | JD.COM INCspon adr cl a | $11,000 | -8.3% | 160 | 0.0% | 0.01% | -14.3% | |
| PSCI | INVESCO EXCH TRADED FD TR IIs&p smlcp indl | $10,000 | 0.0% | 106 | 0.0% | 0.01% | -16.7% | |
| EQR | EQUITY RESIDENTIALsh ben int | $10,000 | +11.1% | 106 | 0.0% | 0.01% | 0.0% | |
| EVR | EVERCORE INCclass a | $10,000 | 0.0% | 75 | 0.0% | 0.01% | -16.7% | |
| HDV | ISHARES TRcore high dv etf | $10,000 | +11.1% | 100 | 0.0% | 0.01% | 0.0% | |
| DK | DELEK US HLDGS INC NEW | $10,000 | -16.7% | 640 | 0.0% | 0.01% | -28.6% | |
| BSCS | INVESCO EXCH TRD SLF IDX FDinvsco blsh 28 | $10,000 | 0.0% | 423 | 0.0% | 0.01% | -16.7% | |
| ESML | ISHARES TResg aware msci | $9,000 | 0.0% | 221 | 0.0% | 0.01% | 0.0% | |
| DBEF | DBX ETF TRxtrack msci eafe | $10,000 | +11.1% | 242 | 0.0% | 0.01% | 0.0% | |
| TAN | INVESCO EXCH TRADED FD TR IIsolar etf | $10,000 | -9.1% | 135 | 0.0% | 0.01% | -16.7% | |
| COHR | COHERENT INC | $10,000 | 0.0% | 39 | 0.0% | 0.01% | -16.7% | |
| MKTX | MARKETAXESS HLDGS INC | $9,000 | -10.0% | 23 | 0.0% | 0.01% | -16.7% | |
| WU | WESTERN UN CO | $10,000 | -9.1% | 559 | 0.0% | 0.01% | -16.7% | |
| WIW | WESTERN AST INFL LKD OPP & I | $10,000 | +11.1% | 708 | 0.0% | 0.01% | 0.0% | |
| ATVI | ACTIVISION BLIZZARD INC | $9,000 | -10.0% | 132 | 0.0% | 0.01% | -16.7% | |
| PSCF | INVESCO EXCH TRADED FD TR IIs&p smlcp finl | $9,000 | +12.5% | 143 | 0.0% | 0.01% | 0.0% | |
| FDL | FIRST TR MORNINGSTAR DIVID L | $10,000 | +11.1% | 283 | 0.0% | 0.01% | 0.0% | |
| NI | NISOURCE INC | $10,000 | +11.1% | 378 | 0.0% | 0.01% | 0.0% | |
| VC | VISTEON CORP | $9,000 | +28.6% | 77 | 0.0% | 0.01% | +25.0% | |
| WWE | WORLD WRESTLING ENTMT INCcl a | $10,000 | -16.7% | 206 | 0.0% | 0.01% | -28.6% | |
| PH | PARKER-HANNIFIN CORP | $9,000 | +12.5% | 27 | 0.0% | 0.01% | 0.0% | |
| HEDJ | WISDOMTREE TReurope hedged eq | $9,000 | +12.5% | 109 | 0.0% | 0.01% | 0.0% | |
| BOND | PIMCO ETF TRactive bd etf | $10,000 | 0.0% | 89 | 0.0% | 0.01% | -16.7% | |
| REGL | PROSHARES TRs&p mdcp 400 div | $9,000 | +12.5% | 119 | 0.0% | 0.01% | 0.0% | |
| HBAN | HUNTINGTON BANCSHARES INC | $10,000 | 0.0% | 659 | 0.0% | 0.01% | -16.7% | |
| WFHY | WISDOMTREE TRus hgh yld corp | $10,000 | 0.0% | 187 | 0.0% | 0.01% | -16.7% | |
| VEU | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $9,000 | 0.0% | 147 | 0.0% | 0.01% | 0.0% | |
| UBSI | UNITED BANKSHARES INC WEST V | $9,000 | 0.0% | 250 | 0.0% | 0.01% | 0.0% | |
| CAH | CARDINAL HEALTH INC | $10,000 | +11.1% | 185 | 0.0% | 0.01% | 0.0% | |
| SAIC | SCIENCE APPLICATIONS INTL CO | $9,000 | 0.0% | 103 | 0.0% | 0.01% | 0.0% | |
| TFC | TRUIST FINL CORP | $9,000 | 0.0% | 156 | 0.0% | 0.01% | 0.0% | |
| BEN | FRANKLIN RESOURCES INC | $10,000 | +11.1% | 291 | 0.0% | 0.01% | 0.0% | |
| GSLC | GOLDMAN SACHS ETF TRactivebeta us lg | $10,000 | +11.1% | 102 | 0.0% | 0.01% | 0.0% | |
| NVT | NVENT ELECTRIC PLC | $10,000 | +25.0% | 250 | 0.0% | 0.01% | 0.0% | |
| DDD | 3-D SYS CORP DEL | $9,000 | -25.0% | 419 | 0.0% | 0.01% | -28.6% | |
| LUV | SOUTHWEST AIRLS CO | $9,000 | -18.2% | 211 | 0.0% | 0.01% | -16.7% | |
| FLO | FLOWERS FOODS INC | $9,000 | +28.6% | 317 | 0.0% | 0.01% | +25.0% | |
| AGEN | AGENUS INC | $10,000 | -37.5% | 3,000 | 0.0% | 0.01% | -44.4% | |
| EA | ELECTRONIC ARTS INC | $10,000 | -9.1% | 77 | 0.0% | 0.01% | -16.7% | |
| ET | ENERGY TRANSFER L P | $10,000 | -9.1% | 1,164 | 0.0% | 0.01% | -16.7% | |
| PSCD | INVESCO EXCH TRADED FD TR IIs&p smlcp disc | $8,000 | 0.0% | 73 | 0.0% | 0.00% | -20.0% | |
| IXUS | ISHARES TRcore msci total | $7,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| FNDA | SCHWAB STRATEGIC TRschwab fdt us sc | $8,000 | +14.3% | 140 | 0.0% | 0.00% | 0.0% | |
| SCHE | SCHWAB STRATEGIC TRemrg mkteq etf | $7,000 | 0.0% | 234 | 0.0% | 0.00% | 0.0% | |
| SWN | SOUTHWESTERN ENERGY CO | $7,000 | -12.5% | 1,500 | 0.0% | 0.00% | -20.0% | |
| NRK | NUVEEN NEW YORK AMT QLT MUNI | $7,000 | 0.0% | 489 | 0.0% | 0.00% | 0.0% | |
| KMI | KINDER MORGAN INC DEL | $7,000 | -12.5% | 454 | 0.0% | 0.00% | -20.0% | |
| VGM | INVESCO TR INVT GRADE MUNS | $8,000 | 0.0% | 608 | 0.0% | 0.00% | -20.0% | |
| EES | WISDOMTREE TRus smallcap fund | $7,000 | 0.0% | 145 | 0.0% | 0.00% | 0.0% | |
| CMI | CUMMINS INC | $7,000 | 0.0% | 32 | 0.0% | 0.00% | 0.0% | |
| HACK | ETF MANAGERS TRprime cybr scrty | $7,000 | 0.0% | 117 | 0.0% | 0.00% | 0.0% | |
| ROP | ROPER TECHNOLOGIES INC | $8,000 | 0.0% | 17 | 0.0% | 0.00% | -20.0% | |
| ROST | ROSS STORES INC | $8,000 | 0.0% | 73 | 0.0% | 0.00% | -20.0% | |
| SPYD | SPDR SER TRprtflo s&p500 hi | $8,000 | 0.0% | 200 | 0.0% | 0.00% | -20.0% | |
| NG | NOVAGOLD RES INC | $7,000 | 0.0% | 1,000 | 0.0% | 0.00% | 0.0% | |
| PJT | PJT PARTNERS INC | $7,000 | -12.5% | 100 | 0.0% | 0.00% | -20.0% | |
| MFC | MANULIFE FINL CORP | $7,000 | 0.0% | 350 | 0.0% | 0.00% | 0.0% | |
| CERN | CERNER CORP | $7,000 | +40.0% | 75 | 0.0% | 0.00% | +33.3% | |
| CLX | CLOROX CO DEL | $7,000 | +16.7% | 38 | 0.0% | 0.00% | +33.3% | |
| SONY | SONY GROUP CORPORATIONsponsored adr | $8,000 | +14.3% | 61 | 0.0% | 0.00% | 0.0% | |
| NANR | SPDR INDEX SHS FDSs&p north amer | $7,000 | +16.7% | 157 | 0.0% | 0.00% | +33.3% | |
| AMCR | AMCOR PLCord | $8,000 | 0.0% | 666 | 0.0% | 0.00% | -20.0% | |
| EMLP | FIRST TR EXCHANGE-TRADED FDno amer energy | $8,000 | 0.0% | 333 | 0.0% | 0.00% | -20.0% | |
| LDP | COHEN & STEERS LTD DURATION | $7,000 | 0.0% | 246 | 0.0% | 0.00% | 0.0% | |
| IMCG | ISHARES TRmrgstr md cp grw | $7,000 | 0.0% | 96 | 0.0% | 0.00% | 0.0% | |
| TTE | TOTALENERGIES SEsponsored ads | $8,000 | 0.0% | 159 | 0.0% | 0.00% | -20.0% | |
| OIA | INVESCO MUNI INCOME OPP TRST | $8,000 | 0.0% | 1,000 | 0.0% | 0.00% | -20.0% | |
| RCL | ROYAL CARIBBEAN GROUP | $8,000 | -11.1% | 100 | 0.0% | 0.00% | -20.0% | |
| LEG | LEGGETT & PLATT INC | $8,000 | -11.1% | 202 | 0.0% | 0.00% | -20.0% | |
| BSMS | INVESCO EXCH TRD SLF IDX FD | $8,000 | 0.0% | 320 | 0.0% | 0.00% | -20.0% | |
| DXJ | WISDOMTREE TRjapn hedge eqt | $8,000 | 0.0% | 133 | 0.0% | 0.00% | -20.0% | |
| VLO | VALERO ENERGY CORP | $8,000 | +14.3% | 104 | 0.0% | 0.00% | 0.0% | |
| PSCH | INVESCO EXCH TRADED FD TR IIs&p smlcp helt | $8,000 | -11.1% | 47 | 0.0% | 0.00% | -20.0% | |
| FRC | FIRST REP BK SAN FRANCISCO C | $7,000 | 0.0% | 35 | 0.0% | 0.00% | 0.0% | |
| EWMC | INVESCO EXCHANGE TRADED FD Ts&p mdcp400 eq | $7,000 | 0.0% | 73 | 0.0% | 0.00% | 0.0% | |
| UBS | UBS GROUP AG | $8,000 | +14.3% | 456 | 0.0% | 0.00% | 0.0% | |
| SPVM | INVESCO EXCHANGE TRADED FD Ts&p 500 vlu momn | $7,000 | 0.0% | 143 | 0.0% | 0.00% | 0.0% | |
| FVC | FIRST TR EXCHANGE-TRADED FDdorsey wright | $8,000 | 0.0% | 221 | 0.0% | 0.00% | -20.0% | |
| WSO | WATSCO INC | $8,000 | +33.3% | 24 | 0.0% | 0.00% | +33.3% | |
| RPG | INVESCO EXCHANGE TRADED FD Ts&p500 pur gwt | $7,000 | 0.0% | 35 | 0.0% | 0.00% | 0.0% | |
| MJ | ETF MANAGERS TRetfmg altr hrvst | $7,000 | -30.0% | 670 | 0.0% | 0.00% | -33.3% | |
| ASH | ASHLAND GLOBAL HLDGS INC | $7,000 | +16.7% | 69 | 0.0% | 0.00% | +33.3% | |
| GSY | INVESCO ACTIVELY MANAGED ETFultra shrt dur | $7,000 | 0.0% | 133 | 0.0% | 0.00% | 0.0% | |
| SCHH | SCHWAB STRATEGIC TRus reit etf | $8,000 | +14.3% | 144 | 0.0% | 0.00% | 0.0% | |
| HROW | HARROW HEALTH INC | $6,000 | -14.3% | 750 | 0.0% | 0.00% | -25.0% | |
| IP | INTERNATIONAL PAPER CO | $5,000 | -16.7% | 103 | 0.0% | 0.00% | 0.0% | |
| FFA | FIRST TR ENHANCED EQUITY INC | $5,000 | +25.0% | 218 | 0.0% | 0.00% | +50.0% | |
| PAAS | PAN AMERN SILVER CORP | $6,000 | +20.0% | 227 | 0.0% | 0.00% | 0.0% | |
| PEY | INVESCO EXCHANGE TRADED FD Thig yld eq div | $5,000 | 0.0% | 249 | 0.0% | 0.00% | 0.0% | |
| ICLR | ICON PLC | $6,000 | +20.0% | 19 | 0.0% | 0.00% | 0.0% | |
| PTH | INVESCO EXCHANGE TRADED FD Tdwa healthcare | $6,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% | |
| WEC | WEC ENERGY GROUP INC | $6,000 | +20.0% | 61 | 0.0% | 0.00% | 0.0% | |
| IFN | INDIA FD INC | $6,000 | 0.0% | 277 | 0.0% | 0.00% | 0.0% | |
| WAB | WABTEC | $6,000 | 0.0% | 64 | 0.0% | 0.00% | 0.0% | |
| PCN | PIMCO CORPORATE & INCM STRG | $5,000 | -16.7% | 312 | 0.0% | 0.00% | 0.0% | |
| PHK | PIMCO HIGH INCOME FD | $6,000 | 0.0% | 966 | 0.0% | 0.00% | 0.0% | |
| EQNR | EQUINOR ASAsponsored adr | $5,000 | +25.0% | 171 | 0.0% | 0.00% | +50.0% | |
| PFL | PIMCO INCOME STRATEGY FD | $5,000 | -16.7% | 488 | 0.0% | 0.00% | 0.0% | |
| PFN | PIMCO INCOME STRATEGY FD II | $5,000 | -16.7% | 548 | 0.0% | 0.00% | 0.0% | |
| ETW | EATON VANCE TAX-MANAGED GLOB | $5,000 | 0.0% | 467 | 0.0% | 0.00% | 0.0% | |
| FTV | FORTIVE CORP | $6,000 | 0.0% | 80 | 0.0% | 0.00% | 0.0% | |
| EIM | EATON VANCE MUN BD FD | $5,000 | 0.0% | 400 | 0.0% | 0.00% | 0.0% | |
| MG | MISTRAS GROUP INC | $6,000 | -25.0% | 785 | 0.0% | 0.00% | -40.0% | |
| HII | HUNTINGTON INGALLS INDS INC | $5,000 | 0.0% | 26 | 0.0% | 0.00% | 0.0% | |
| DGX | QUEST DIAGNOSTICS INC | $5,000 | +25.0% | 30 | 0.0% | 0.00% | +50.0% | |
| VDE | VANGUARD WORLD FDSenergy etf | $5,000 | 0.0% | 68 | 0.0% | 0.00% | 0.0% | |
| UTG | REAVES UTIL INCOME FD | $5,000 | 0.0% | 154 | 0.0% | 0.00% | 0.0% | |
| RGA | REINSURANCE GRP OF AMERICA I | $5,000 | 0.0% | 44 | 0.0% | 0.00% | 0.0% | |
| WRK | WESTROCK CO | $5,000 | -16.7% | 117 | 0.0% | 0.00% | 0.0% | |
| REZI | RESIDEO TECHNOLOGIES INC | $6,000 | 0.0% | 235 | 0.0% | 0.00% | 0.0% | |
| FTSD | FRANKLIN ETF TRliberty shrt etf | $5,000 | 0.0% | 48 | 0.0% | 0.00% | 0.0% | |
| MCR | MFS CHARTER INCOME TRsh ben int | $5,000 | 0.0% | 600 | 0.0% | 0.00% | 0.0% | |
| TRP | TC ENERGY CORP | $6,000 | 0.0% | 123 | 0.0% | 0.00% | 0.0% | |
| ARCC | ARES CAPITAL CORP | $5,000 | 0.0% | 250 | 0.0% | 0.00% | 0.0% | |
| HR | HEALTHCARE RLTY TR | $6,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
| UEC | URANIUM ENERGY CORP | $5,000 | 0.0% | 1,500 | 0.0% | 0.00% | 0.0% | |
| NP | NEENAH INC | $6,000 | 0.0% | 119 | 0.0% | 0.00% | 0.0% | |
| UNIT | UNITI GROUP INC | $6,000 | +20.0% | 428 | 0.0% | 0.00% | 0.0% | |
| CSQ | CALAMOS STRATEGIC TOTAL RETU | $5,000 | +25.0% | 250 | 0.0% | 0.00% | +50.0% | |
| ARNC | ARCONIC CORPORATION | $5,000 | 0.0% | 163 | 0.0% | 0.00% | 0.0% | |
| KOMP | SPDR SER TRs&p kensho new | $5,000 | 0.0% | 83 | 0.0% | 0.00% | 0.0% | |
| SNY | SANOFIsponsored adr | $6,000 | 0.0% | 115 | 0.0% | 0.00% | 0.0% | |
| BK | BANK NEW YORK MELLON CORP | $6,000 | +20.0% | 100 | 0.0% | 0.00% | 0.0% | |
| FNDC | SCHWAB STRATEGIC TRschwb fdt int sc | $5,000 | 0.0% | 133 | 0.0% | 0.00% | 0.0% | |
| DNP | DNP SELECT INCOME FD INC | $5,000 | 0.0% | 432 | 0.0% | 0.00% | 0.0% | |
| EOT | EATON VANCE NATL MUN OPPORT | $6,000 | -14.3% | 275 | 0.0% | 0.00% | -25.0% | |
| STM | STMICROELECTRONICS N Vny registry | $5,000 | +25.0% | 95 | 0.0% | 0.00% | +50.0% | |
| SLF | SUN LIFE FINANCIAL INC. | $6,000 | +20.0% | 99 | 0.0% | 0.00% | 0.0% | |
| SRE | SEMPRA | $5,000 | 0.0% | 37 | 0.0% | 0.00% | 0.0% | |
| IHI | ISHARES TRu.s. med dvc etf | $6,000 | +20.0% | 84 | 0.0% | 0.00% | 0.0% | |
| EFT | EATON VANCE FLTING RATE INC | $5,000 | 0.0% | 325 | 0.0% | 0.00% | 0.0% | |
| NCLH | NORWEGIAN CRUISE LINE HLDG L | $6,000 | -25.0% | 300 | 0.0% | 0.00% | -40.0% | |
| ETV | EATON VANCE TAX-MANAGED BUY- | $6,000 | +20.0% | 333 | 0.0% | 0.00% | 0.0% | |
| RFG | INVESCO EXCHANGE TRADED FD Ts&p mdcp400 pr | $6,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
| VLT | INVESCO HIGH INCOME TR II | $6,000 | 0.0% | 421 | 0.0% | 0.00% | 0.0% | |
| OGS | ONE GAS INC | $6,000 | +20.0% | 83 | 0.0% | 0.00% | 0.0% | |
| TSM | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $5,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% | |
| GCOW | PACER FDS TRglobl cash etf | $3,000 | 0.0% | 104 | 0.0% | 0.00% | 0.0% | |
| VVR | INVESCO SR INCOME TR | $3,000 | 0.0% | 600 | 0.0% | 0.00% | 0.0% | |
| AVA | AVISTA CORP | $3,000 | +50.0% | 62 | 0.0% | 0.00% | +100.0% | |
| SCHR | SCHWAB STRATEGIC TRintrm trm tres | $3,000 | 0.0% | 49 | 0.0% | 0.00% | 0.0% | |
| SCHC | SCHWAB STRATEGIC TRintl sceqt etf | $4,000 | 0.0% | 87 | 0.0% | 0.00% | 0.0% | |
| IPG | INTERPUBLIC GROUP COS INC | $4,000 | 0.0% | 109 | 0.0% | 0.00% | 0.0% | |
| SMG | SCOTTS MIRACLE-GRO COcl a | $4,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
| EFAV | ISHARES TRmsci eafe min vl | $4,000 | +33.3% | 46 | 0.0% | 0.00% | 0.0% | |
| NTR | NUTRIEN LTD | $4,000 | 0.0% | 54 | 0.0% | 0.00% | 0.0% | |
| PSCC | INVESCO EXCH TRADED FD TR IIs&p smlcp stap | $3,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% | |
| TDTF | FLEXSHARES TRiboxx 5yr trgt | $4,000 | 0.0% | 141 | 0.0% | 0.00% | 0.0% | |
| EMN | EASTMAN CHEM CO | $3,000 | +50.0% | 24 | 0.0% | 0.00% | +100.0% | |
| DAL | DELTA AIR LINES INC DEL | $4,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| DEO | DIAGEO PLCspon adr new | $4,000 | +33.3% | 16 | 0.0% | 0.00% | 0.0% | |
| PCG | PG&E CORP | $4,000 | +33.3% | 334 | 0.0% | 0.00% | 0.0% | |
| PLD | PROLOGIS INC. | $4,000 | +33.3% | 25 | 0.0% | 0.00% | 0.0% | |
| ASIX | ADVANSIX INC | $3,000 | +50.0% | 54 | 0.0% | 0.00% | +100.0% | |
| PII | POLARIS INC | $3,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
| NWL | NEWELL BRANDS INC | $4,000 | 0.0% | 173 | 0.0% | 0.00% | 0.0% | |
| NYCB | NEW YORK CMNTY BANCORP INC | $4,000 | -20.0% | 361 | 0.0% | 0.00% | -33.3% | |
| NOW | SERVICENOW INC | $4,000 | 0.0% | 6 | 0.0% | 0.00% | 0.0% | |
| TD | TORONTO DOMINION BK ONT | $4,000 | +33.3% | 50 | 0.0% | 0.00% | 0.0% | |
| OCFC | OCEANFIRST FINL CORP | $4,000 | 0.0% | 180 | 0.0% | 0.00% | 0.0% | |
| OLN | OLIN CORP | $4,000 | 0.0% | 75 | 0.0% | 0.00% | 0.0% | |
| BOX | BOX INCcl a | $3,000 | +50.0% | 100 | 0.0% | 0.00% | +100.0% | |
| IDXX | IDEXX LABS INC | $3,000 | 0.0% | 5 | 0.0% | 0.00% | 0.0% | |
| ICLN | ISHARES TRgl clean ene etf | $3,000 | 0.0% | 125 | 0.0% | 0.00% | 0.0% | |
| NGG | NATIONAL GRID PLCsponsored adr ne | $3,000 | +50.0% | 36 | 0.0% | 0.00% | +100.0% | |
| CHKP | CHECK POINT SOFTWARE TECH LTord | $3,000 | 0.0% | 29 | 0.0% | 0.00% | 0.0% | |
| FDM | FIRST TR DOW JONES SELECT MI | $4,000 | 0.0% | 63 | 0.0% | 0.00% | 0.0% | |
| HIG | HARTFORD FINL SVCS GROUP INC | $3,000 | 0.0% | 49 | 0.0% | 0.00% | 0.0% | |
| CECE | CECO ENVIRONMENTAL CORP | $4,000 | 0.0% | 600 | 0.0% | 0.00% | 0.0% | |
| SO | SOUTHERN CO | $3,000 | 0.0% | 43 | 0.0% | 0.00% | 0.0% | |
| BAX | BAXTER INTL INC | $3,000 | +50.0% | 31 | 0.0% | 0.00% | +100.0% | |
| EXG | EATON VANCE TAX-MANAGED GLOB | $4,000 | +33.3% | 349 | 0.0% | 0.00% | 0.0% | |
| XPEV | XPENG INCads | $4,000 | +33.3% | 74 | 0.0% | 0.00% | 0.0% | |
| SPPI | SPECTRUM PHARMACEUTICALS INC | $3,000 | -40.0% | 2,500 | 0.0% | 0.00% | -33.3% | |
| NOK | NOKIA CORPsponsored adr | $4,000 | +33.3% | 591 | 0.0% | 0.00% | 0.0% | |
| ZIOP | ZIOPHARM ONCOLOGY INC | $4,000 | -42.9% | 3,685 | 0.0% | 0.00% | -50.0% | |
| FCT | FIRST TR SR FLTG RATE INCOME | $3,000 | 0.0% | 267 | 0.0% | 0.00% | 0.0% | |
| MSCI | MSCI INC | $3,000 | 0.0% | 5 | 0.0% | 0.00% | 0.0% | |
| PTN | PALATIN TECHNOLOGIES INC | $3,000 | +50.0% | 5,000 | 0.0% | 0.00% | +100.0% | |
| MMC | MARSH & MCLENNAN COS INC | $3,000 | 0.0% | 19 | 0.0% | 0.00% | 0.0% | |
| CGC | CANOPY GROWTH CORP | $3,000 | -40.0% | 336 | 0.0% | 0.00% | -33.3% | |
| FXU | FIRST TR EXCHANGE TRADED FDutilities alph | $3,000 | +50.0% | 78 | 0.0% | 0.00% | +100.0% | |
| WY | WEYERHAEUSER CO MTN BE | $4,000 | +33.3% | 91 | 0.0% | 0.00% | 0.0% | |
| SRPT | SAREPTA THERAPEUTICS INC | $4,000 | -20.0% | 50 | 0.0% | 0.00% | -33.3% | |
| TDC | TERADATA CORP DEL | $3,000 | 0.0% | 59 | 0.0% | 0.00% | 0.0% | |
| DKNG | DRAFTKINGS INC | $4,000 | -42.9% | 150 | 0.0% | 0.00% | -50.0% | |
| KMF | KAYNE ANDERSON NEXTGEN ENRGY | $4,000 | 0.0% | 569 | 0.0% | 0.00% | 0.0% | |
| ALGN | ALIGN TECHNOLOGY INC | $3,000 | 0.0% | 5 | 0.0% | 0.00% | 0.0% | |
| SNN | SMITH & NEPHEW PLCspdn adr new | $1,000 | 0.0% | 21 | 0.0% | 0.00% | 0.0% | |
| AGNC | AGNC INVT CORP | $1,000 | 0.0% | 89 | 0.0% | 0.00% | 0.0% | |
| ARKG | ARK ETF TRgenomic rev etf | $2,000 | -33.3% | 35 | 0.0% | 0.00% | -50.0% | |
| ARKF | ARK ETF TRfintech innova | $1,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% | |
| AOD | ABERDEEN TOTAL DYNAMIC DIVD | $2,000 | 0.0% | 180 | 0.0% | 0.00% | 0.0% | |
| ABMD | ABIOMED INC | $2,000 | 0.0% | 6 | 0.0% | 0.00% | 0.0% | |
| AMRN | AMARIN CORP PLCspons adr new | $1,000 | 0.0% | 161 | 0.0% | 0.00% | 0.0% | |
| AIG | AMERICAN INTL GROUP INC | $2,000 | 0.0% | 28 | 0.0% | 0.00% | 0.0% | |
| FOLD | AMICUS THERAPEUTICS INC | $1,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| BUD | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $2,000 | 0.0% | 32 | 0.0% | 0.00% | 0.0% | |
| BIDU | BAIDU INCspon adr rep a | $1,000 | 0.0% | 5 | 0.0% | 0.00% | 0.0% | |
| GOLD | BARRICK GOLD CORP | $2,000 | 0.0% | 101 | 0.0% | 0.00% | 0.0% | |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $1,000 | 0.0% | 9 | 0.0% | 0.00% | 0.0% | |
| BWA | BORGWARNER INC | $2,000 | 0.0% | 53 | 0.0% | 0.00% | 0.0% | |
| BHF | BRIGHTHOUSE FINL INC | $1,000 | 0.0% | 13 | 0.0% | 0.00% | 0.0% | |
| CME | CME GROUP INC | $1,000 | 0.0% | 5 | 0.0% | 0.00% | 0.0% | |
| CHI | CALAMOS CONV OPPORTUNITIES &sh ben int | $1,000 | 0.0% | 89 | 0.0% | 0.00% | 0.0% | |
| CHY | CALAMOS CONV & HIGH INCOME F | $1,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
| CE | CELANESE CORP DEL | $1,000 | 0.0% | 6 | 0.0% | 0.00% | 0.0% | |
| CSGP | COSTAR GROUP INC | $1,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% | |
| DHY | CREDIT SUISSE HIGH YIELD BDsh ben int | $2,000 | 0.0% | 925 | 0.0% | 0.00% | 0.0% | |
| HYLB | DBX ETF TRxtrack usd high | $1,000 | 0.0% | 29 | 0.0% | 0.00% | 0.0% | |
| HAUZ | DBX ETF TRxtrack intl real | $2,000 | 0.0% | 61 | 0.0% | 0.00% | 0.0% | |
| DISCK | DISCOVERY INC | $1,000 | -50.0% | 63 | 0.0% | 0.00% | 0.0% | |
| DBX | DROPBOX INCcl a | $2,000 | -33.3% | 100 | 0.0% | 0.00% | -50.0% | |
| DPG | DUFF & PHELPS UTLITY AND INF | $1,000 | 0.0% | 53 | 0.0% | 0.00% | 0.0% | |
| EWBC | EAST WEST BANCORP INC | $1,000 | 0.0% | 18 | 0.0% | 0.00% | 0.0% | |
| EBIX | EBIX INC | $1,000 | 0.0% | 48 | 0.0% | 0.00% | 0.0% | |
| EDIT | EDITAS MEDICINE INC | $2,000 | -50.0% | 86 | 0.0% | 0.00% | -50.0% | |
| ESRT | EMPIRE ST RLTY TR INCcl a | $1,000 | -50.0% | 159 | 0.0% | 0.00% | 0.0% | |
| ETRN | EQUITRANS MIDSTREAM CORP | $1,000 | 0.0% | 88 | 0.0% | 0.00% | 0.0% | |
| EXAS | EXACT SCIENCES CORP | $1,000 | -50.0% | 18 | 0.0% | 0.00% | 0.0% | |
| EMQQ | EXCHANGE TRADED CONCEPTS TRemqq em intern | $1,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% | |
| FOE | FERRO CORP | $1,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
| FFIV | F5 INC | $1,000 | 0.0% | 5 | 0.0% | 0.00% | 0.0% | |
| FIW | FIRST TR EXCHANGE TRADED FDwtr etf | $2,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% | |
| FXO | FIRST TR EXCHANGE TRADED FDfinls alphadex | $2,000 | 0.0% | 53 | 0.0% | 0.00% | 0.0% | |
| GAB | GABELLI EQUITY TR INC | $1,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
| GLPI | GAMING & LEISURE PPTYS INC | $1,000 | 0.0% | 23 | 0.0% | 0.00% | 0.0% | |
| GTX | GARRETT MOTION INC | $1,000 | 0.0% | 142 | 0.0% | 0.00% | 0.0% | |
| GL | GLOBE LIFE INC | $2,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% | |
| GSIE | GOLDMAN SACHS ETF TRactivebeta int | $1,000 | 0.0% | 39 | 0.0% | 0.00% | 0.0% | |
| GEM | GOLDMAN SACHS ETF TRactivebeta eme | $2,000 | 0.0% | 41 | 0.0% | 0.00% | 0.0% | |
| HSBC | HSBC HLDGS PLCspon adr new | $1,000 | 0.0% | 39 | 0.0% | 0.00% | 0.0% | |
| PDT | HANCOCK JOHN PREM DIVID FD | $2,000 | 0.0% | 108 | 0.0% | 0.00% | 0.0% | |
| HCSG | HEALTHCARE SVCS GROUP INC | $2,000 | -33.3% | 122 | 0.0% | 0.00% | -50.0% | |
| PEAK | HEALTHPEAK PROPERTIES INC | $2,000 | 0.0% | 51 | 0.0% | 0.00% | 0.0% | |
| HMC | HONDA MOTOR LTD | $1,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
| NTLA | INTELLIA THERAPEUTICS INC | $2,000 | 0.0% | 15 | 0.0% | 0.00% | 0.0% | |
| PDBC | INVESCO ACTIVLY MANGD ETC FDoptimum yield | $2,000 | -33.3% | 119 | 0.0% | 0.00% | -50.0% | |
| DBC | INVESCO DB COMMDY INDX TRCKunit | $2,000 | 0.0% | 94 | 0.0% | 0.00% | 0.0% | |
| CGW | INVESCO EXCH TRADED FD TR IIs&p gbl water | $2,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% | |
| SPLV | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $2,000 | 0.0% | 28 | 0.0% | 0.00% | 0.0% | |
| KBWY | INVESCO EXCH TRADED FD TR IIkbw prem yield | $1,000 | 0.0% | 56 | 0.0% | 0.00% | 0.0% | |
| PCY | INVESCO EXCH TRADED FD TR IIemrng mkt svrg | $2,000 | 0.0% | 63 | 0.0% | 0.00% | 0.0% | |
| EFA | ISHARES TRmsci eafe etf | $1,000 | 0.0% | 18 | 0.0% | 0.00% | 0.0% | |
| SLV | ISHARES SILVER TRishares | $2,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| FLOT | ISHARES TRfltg rate nt etf | $1,000 | 0.0% | 14 | 0.0% | 0.00% | 0.0% | |
| KYN | KAYNE ANDERSON ENERGY INFRST | $1,000 | 0.0% | 135 | 0.0% | 0.00% | 0.0% | |
| KEY | KEYCORP | $2,000 | 0.0% | 99 | 0.0% | 0.00% | 0.0% | |
| PHG | KONINKLIJKE PHILIPS N V | $1,000 | 0.0% | 19 | 0.0% | 0.00% | 0.0% | |
| LTC | LTC PPTYS INC | $2,000 | 0.0% | 67 | 0.0% | 0.00% | 0.0% | |
| EL | LAUDER ESTEE COS INCcl a | $2,000 | 0.0% | 5 | 0.0% | 0.00% | 0.0% | |
| LEA | LEAR CORP | $1,000 | 0.0% | 5 | 0.0% | 0.00% | 0.0% | |
| LUMN | LUMEN TECHNOLOGIES INC | $2,000 | 0.0% | 176 | 0.0% | 0.00% | 0.0% | |
| MIN | MFS INTER INCOME TRsh ben int | $1,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% | |
| MRO | MARATHON OIL CORP | $1,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% | |
| MTH | MERITAGE HOMES CORP | $2,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% | |
| NCR | NCR CORP NEW | $2,000 | 0.0% | 59 | 0.0% | 0.00% | 0.0% | |
| NFG | NATIONAL FUEL GAS CO | $1,000 | 0.0% | 23 | 0.0% | 0.00% | 0.0% | |
| NTAP | NETAPP INC | $2,000 | 0.0% | 17 | 0.0% | 0.00% | 0.0% | |
| BXMX | NUVEEN S&P 500 BUY-WRITE INC | $1,000 | 0.0% | 37 | 0.0% | 0.00% | 0.0% | |
| OGE | OGE ENERGY CORP | $1,000 | 0.0% | 34 | 0.0% | 0.00% | 0.0% | |
| PSA | PUBLIC STORAGE | $2,000 | +100.0% | 4 | 0.0% | 0.00% | 0.0% | |
| TMFC | RBB FD INCmotley fol etf | $1,000 | 0.0% | 15 | 0.0% | 0.00% | 0.0% | |
| MFMS | RBB FD INCmotley fool sml | $1,000 | 0.0% | 15 | 0.0% | 0.00% | 0.0% | |
| RELX | RELX PLCsponsored adr | $1,000 | 0.0% | 21 | 0.0% | 0.00% | 0.0% | |
| RWO | SPDR INDEX SHS FDSdj glb rl es etf | $2,000 | 0.0% | 37 | 0.0% | 0.00% | 0.0% | |
| SPIB | SPDR SER TRportfolio intrmd | $2,000 | 0.0% | 42 | 0.0% | 0.00% | 0.0% | |
| SJNK | SPDR SER TRbloomberg sht te | $1,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% | |
| XLRE | SELECT SECTOR SPDR TRrl est sel sec | $1,000 | 0.0% | 18 | 0.0% | 0.00% | 0.0% | |
| SVC | SERVICE PPTYS TR | $1,000 | 0.0% | 75 | 0.0% | 0.00% | 0.0% | |
| ABB | ABB LTDsponsored adr | $1,000 | 0.0% | 19 | 0.0% | 0.00% | 0.0% | |
| SRNE | SORRENTO THERAPEUTICS INC | $1,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% | |
| SRC | SPIRIT RLTY CAP INC NEW | $1,000 | 0.0% | 24 | 0.0% | 0.00% | 0.0% | |
| STLD | STEEL DYNAMICS INC | $2,000 | 0.0% | 34 | 0.0% | 0.00% | 0.0% | |
| TEVA | TEVA PHARMACEUTICAL INDS LTDsponsored ads | $1,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| TXT | TEXTRON INC | $2,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
| TMST | TIMKENSTEEL CORPORATION | $1,000 | 0.0% | 79 | 0.0% | 0.00% | 0.0% | |
| TRN | TRINITY INDS INC | $2,000 | 0.0% | 59 | 0.0% | 0.00% | 0.0% | |
| UAA | UNDER ARMOUR INCcl a | $2,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| UIS | UNISYS CORP | $2,000 | -33.3% | 100 | 0.0% | 0.00% | -50.0% | |
| URBN | URBAN OUTFITTERS INC | $2,000 | 0.0% | 57 | 0.0% | 0.00% | 0.0% | |
| VXUS | VANGUARD STAR FDSvg tl intl stk f | $2,000 | 0.0% | 37 | 0.0% | 0.00% | 0.0% | |
| VWOB | VANGUARD WHITEHALL FDSemerg mkt bd etf | $1,000 | 0.0% | 13 | 0.0% | 0.00% | 0.0% | |
| BNDX | VANGUARD CHARLOTTE FDStotal int bd etf | $1,000 | 0.0% | 18 | 0.0% | 0.00% | 0.0% | |
| VSS | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $1,000 | 0.0% | 11 | 0.0% | 0.00% | 0.0% | |
| VTR | VENTAS INC | $2,000 | 0.0% | 35 | 0.0% | 0.00% | 0.0% | |
| VERX | VERTEX INCcl a | $1,000 | 0.0% | 35 | 0.0% | 0.00% | 0.0% | |
| VICI | VICI PPTYS INC | $2,000 | 0.0% | 60 | 0.0% | 0.00% | 0.0% | |
| ZTR | VIRTUS GLOBAL DIVID & INCOME | $1,000 | 0.0% | 141 | 0.0% | 0.00% | 0.0% | |
| VNT | VONTIER CORPORATION | $1,000 | 0.0% | 32 | 0.0% | 0.00% | 0.0% | |
| IGD | VOYA GLBL EQTY DIV & PREM OP | $1,000 | 0.0% | 160 | 0.0% | 0.00% | 0.0% | |
| WMK | WEIS MKTS INC | $2,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% | |
| WMB | WILLIAMS COS INC | $2,000 | 0.0% | 77 | 0.0% | 0.00% | 0.0% | |
| ZNGA | ZYNGA INCcl a | $1,000 | 0.0% | 80 | 0.0% | 0.00% | 0.0% | |
| ST | SENSATA TECHNOLOGIES HLDG PL | $1,000 | – | 9 | 0.0% | 0.00% | – | |
| TT | TRANE TECHNOLOGIES PLC | $2,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% | |
| CRSP | CRISPR THERAPEUTICS AGnamen akt | $1,000 | 0.0% | 12 | 0.0% | 0.00% | 0.0% | |
| CRNT | CERAGON NETWORKS LTDord | $1,000 | 0.0% | 385 | 0.0% | 0.00% | 0.0% | |
| SSYS | STRATASYS LTD | $1,000 | 0.0% | 42 | 0.0% | 0.00% | 0.0% | |
| LYB | LYONDELLBASELL INDUSTRIES N | $2,000 | 0.0% | 21 | 0.0% | 0.00% | 0.0% | |
| RMED | RA MED SYS INC | $0 | – | 110 | 0.0% | 0.00% | – | |
| PMX | PIMCO MUN INCOME FD III | $0 | – | 5 | 0.0% | 0.00% | – | |
| GRX | GABELLI HLTHCARE & WELLNESS | $0 | – | 10 | 0.0% | 0.00% | – | |
| FVE | FIVE STAR SENIOR LIVING INC | $0 | – | 5 | 0.0% | 0.00% | – | |
| FE | FIRSTENERGY CORP | $0 | – | 8 | 0.0% | 0.00% | – | |
| FPI | FARMLAND PARTNERS INC | $0 | – | 18 | 0.0% | 0.00% | – | |
| ESTE | EARTHSTONE ENERGY INCcl a | $0 | – | 9 | 0.0% | 0.00% | – | |
| E | ENI S P Asponsored adr | $0 | – | 4 | 0.0% | 0.00% | – | |
| DHC | DIVERSIFIED HEALTHCARE TR | $0 | – | 80 | 0.0% | 0.00% | – | |
| RQI | COHEN & STEERS QUALITY INCOM | $0 | – | 3 | 0.0% | 0.00% | – | |
| CIEN | CIENA CORP | $0 | – | 2 | 0.0% | 0.00% | – | |
| CMS | CMS ENERGY CORP | $0 | – | 7 | 0.0% | 0.00% | – | |
| RIG | TRANSOCEAN LTD | $0 | – | 100 | 0.0% | 0.00% | – | |
| BKCC | BLACKROCK CAP INVT CORP | $0 | – | 69 | 0.0% | 0.00% | – | |
| ASTRIA THERAPEUTICS INC | $0 | -100.0% | 66 | 0.0% | 0.00% | -100.0% | ||
| BCI | ABRDN ETFS | $0 | – | 17 | 0.0% | 0.00% | – | |
| HYD | VANECK ETF TRUSThigh yld munietf | $0 | – | 4 | 0.0% | 0.00% | – | |
| X | UNITED STATES STL CORP NEW | $0 | – | 4 | 0.0% | 0.00% | – | |
| TYG | TORTOISE ENERGY INFRA CORP | $0 | – | 6 | 0.0% | 0.00% | – | |
| TX | TERNIUM SAsponsored ads | $0 | – | 10 | 0.0% | 0.00% | – | |
| SNCR | SYNCHRONOSS TECHNOLOGIES INC | $0 | – | 19 | 0.0% | 0.00% | – | |
| SXC | SUNCOKE ENERGY INC | $0 | – | 6 | 0.0% | 0.00% | – | |
| SFE | SAFEGUARD SCIENTIFICS INC | $0 | -100.0% | 64 | 0.0% | 0.00% | -100.0% | |
| NMZ | NUVEEN MUN HIGH INCOME OPPOR | $0 | – | 11 | 0.0% | 0.00% | – | |
| EDU | NEW ORIENTAL ED & TECHNOLOGYspon adr | $0 | – | 160 | 0.0% | 0.00% | – | |
| MFIN | MEDALLION FINL CORP | $0 | – | 6 | 0.0% | 0.00% | – | |
| LC | LENDINGCLUB CORP | $0 | – | 10 | 0.0% | 0.00% | – | |
| LVS | LAS VEGAS SANDS CORP | $0 | – | 9 | 0.0% | 0.00% | – | |
| LPL | LG DISPLAY CO LTDspons adr rep | $0 | – | 20 | 0.0% | 0.00% | – | |
| KOS | KOSMOS ENERGY LTD | $0 | – | 27 | 0.0% | 0.00% | – | |
| IGIB | ISHARES TR | $0 | -100.0% | 8 | 0.0% | 0.00% | -100.0% | |
| EMB | ISHARES TRjpmorgan usd emg | $0 | – | 2 | 0.0% | 0.00% | – | |
| AAXJ | ISHARES TRmsci ac asia etf | $0 | – | 5 | 0.0% | 0.00% | – | |
| ICF | ISHARES TRcohen steer reit | $0 | – | 2 | 0.0% | 0.00% | – | |
| FM | ISHARES INCmsci frontier | $0 | – | 12 | 0.0% | 0.00% | – | |
| IRM | IRON MTN INC NEW | $0 | – | 1 | 0.0% | 0.00% | – | |
| PCEF | INVESCO EXCH TRADED FD TR II | $0 | – | 6 | 0.0% | 0.00% | – | |
| MNA | INDEXIQ ETF TRiq mrgr arb etf | $0 | – | 13 | 0.0% | 0.00% | – | |
| HYMCZ | HYCROFT MINING HOLDING CORP*w exp 10/12/202 | $0 | – | 9 | 0.0% | 0.00% | – | |
| HAL | HALLIBURTON CO | $0 | – | 1 | 0.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-01-19
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 | 2024-05-01 |
| 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 |
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)
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