$130 Million is the total value of Concord Wealth Partners's 700 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| DON | New | WISDOMTREE TRus midcap divid | $44,050,000 | – | 1,265,449 | +100.0% | 33.97% | – |
| MUB | New | ISHARES TRnational mun etf | $12,442,000 | – | 106,158 | +100.0% | 9.60% | – |
| AAPL | New | APPLE INC | $3,603,000 | – | 27,154 | +100.0% | 2.78% | – |
| TFC | New | TRUIST FINL CORP | $3,435,000 | – | 71,661 | +100.0% | 2.65% | – |
| MSFT | New | MICROSOFT CORP | $3,125,000 | – | 14,049 | +100.0% | 2.41% | – |
| SPEM | New | SPDR INDEX SHS FDSportfolio emg mk | $3,068,000 | – | 72,775 | +100.0% | 2.37% | – |
| NUMV | New | NUSHARES ETF TRnuveen esg midvl | $2,377,000 | – | 79,036 | +100.0% | 1.83% | – |
| LQD | New | ISHARES TRiboxx inv cp etf | $2,348,000 | – | 16,999 | +100.0% | 1.81% | – |
| AMZN | New | AMAZON COM INC | $1,859,000 | – | 571 | +100.0% | 1.43% | – |
| IYK | New | ISHARES TRu.s. cnsm gd etf | $1,814,000 | – | 10,459 | +100.0% | 1.40% | – |
| IYW | New | ISHARES TRu.s. tech etf | $1,726,000 | – | 20,287 | +100.0% | 1.33% | – |
| IHI | New | ISHARES TRu.s. med dvc etf | $1,708,000 | – | 5,217 | +100.0% | 1.32% | – |
| DY | New | DYCOM INDS INC | $1,639,000 | – | 21,701 | +100.0% | 1.26% | – |
| WPC | New | WP CAREY INC | $1,496,000 | – | 21,198 | +100.0% | 1.15% | – |
| DSI | New | ISHARES TRmsci kld400 soc | $1,379,000 | – | 19,282 | +100.0% | 1.06% | – |
| IAU | New | ISHARES GOLD TRUSTishares | $1,198,000 | – | 66,097 | +100.0% | 0.92% | – |
| LMBS | New | FIRST TR EXCHANGE-TRADED FDfst low oppt eft | $1,028,000 | – | 19,967 | +100.0% | 0.79% | – |
| GOVT | New | ISHARES TRus treas bd etf | $899,000 | – | 32,988 | +100.0% | 0.69% | – |
| VTEB | New | VANGUARD MUN BD FDStax exempt bd | $802,000 | – | 14,529 | +100.0% | 0.62% | – |
| SPYV | New | SPDR SER TRprtflo s&p500 vl | $778,000 | – | 22,630 | +100.0% | 0.60% | – |
| FB | New | FACEBOOK INCcl a | $756,000 | – | 2,766 | +100.0% | 0.58% | – |
| GOOG | New | ALPHABET INCcap stk cl c | $690,000 | – | 394 | +100.0% | 0.53% | – |
| JNJ | New | JOHNSON & JOHNSON | $668,000 | – | 4,246 | +100.0% | 0.52% | – |
| BRKB | New | BERKSHIRE HATHAWAY INC DELcl b new | $660,000 | – | 2,847 | +100.0% | 0.51% | – |
| ERTH | New | INVESCO EXCHANGE TRADED FD Tcleantech etf | $651,000 | – | 8,659 | +100.0% | 0.50% | – |
| VZ | New | VERIZON COMMUNICATIONS INC | $614,000 | – | 10,456 | +100.0% | 0.47% | – |
| GOOGL | New | ALPHABET INCcap stk cl a | $605,000 | – | 345 | +100.0% | 0.47% | – |
| PG | New | PROCTER AND GAMBLE CO | $568,000 | – | 4,080 | +100.0% | 0.44% | – |
| V | New | VISA INC | $551,000 | – | 2,519 | +100.0% | 0.42% | – |
| JPM | New | JPMORGAN CHASE & CO | $547,000 | – | 4,303 | +100.0% | 0.42% | – |
| DUK | New | DUKE ENERGY CORP NEW | $531,000 | – | 5,804 | +100.0% | 0.41% | – |
| LOW | New | LOWES COS INC | $480,000 | – | 2,990 | +100.0% | 0.37% | – |
| AEP | New | AMERICAN ELEC PWR CO INC | $478,000 | – | 5,741 | +100.0% | 0.37% | – |
| CMCSA | New | COMCAST CORP NEWcl a | $470,000 | – | 8,968 | +100.0% | 0.36% | – |
| CRBN | New | ISHARES TRmsci lw crb tg | $437,000 | – | 2,939 | +100.0% | 0.34% | – |
| SO | New | SOUTHERN CO | $429,000 | – | 6,990 | +100.0% | 0.33% | – |
| INTC | New | INTEL CORP | $410,000 | – | 8,230 | +100.0% | 0.32% | – |
| DIS | New | DISNEY WALT CO | $406,000 | – | 2,243 | +100.0% | 0.31% | – |
| FCBC | New | FIRST CMNTY BANKSHARES INC V | $398,000 | – | 18,462 | +100.0% | 0.31% | – |
| MCD | New | MCDONALDS CORP | $385,000 | – | 1,793 | +100.0% | 0.30% | – |
| QQQ | New | INVESCO QQQ TRunit ser 1 | $382,000 | – | 1,217 | +100.0% | 0.30% | – |
| KO | New | COCA COLA CO | $380,000 | – | 6,929 | +100.0% | 0.29% | – |
| PFE | New | PFIZER INC | $379,000 | – | 10,289 | +100.0% | 0.29% | – |
| HD | New | HOME DEPOT INC | $358,000 | – | 1,346 | +100.0% | 0.28% | – |
| SPY | New | SPDR S&P 500 ETF TRtr unit | $355,000 | – | 949 | +100.0% | 0.27% | – |
| ENB | New | ENBRIDGE INC | $354,000 | – | 11,072 | +100.0% | 0.27% | – |
| XOM | New | EXXON MOBIL CORP | $352,000 | – | 8,529 | +100.0% | 0.27% | – |
| T | New | AT&T INC | $352,000 | – | 12,254 | +100.0% | 0.27% | – |
| BRKA | New | BERKSHIRE HATHAWAY INC DELcl a | $348,000 | – | 1 | +100.0% | 0.27% | – |
| CAT | New | CATERPILLAR INC | $340,000 | – | 1,867 | +100.0% | 0.26% | – |
| AMT | New | AMERICAN TOWER CORP NEW | $338,000 | – | 1,508 | +100.0% | 0.26% | – |
| ORCL | New | ORACLE CORP | $328,000 | – | 5,071 | +100.0% | 0.25% | – |
| ANTM | New | ANTHEM INC | $325,000 | – | 1,012 | +100.0% | 0.25% | – |
| WFC | New | WELLS FARGO CO NEW | $324,000 | – | 10,731 | +100.0% | 0.25% | – |
| BKNG | New | BOOKING HOLDINGS INC | $287,000 | – | 129 | +100.0% | 0.22% | – |
| BMY | New | BRISTOL-MYERS SQUIBB CO | $267,000 | – | 4,298 | +100.0% | 0.21% | – |
| DGRO | New | ISHARES TRcore div grwth | $267,000 | – | 5,957 | +100.0% | 0.21% | – |
| UPS | New | UNITED PARCEL SERVICE INCcl b | $255,000 | – | 1,512 | +100.0% | 0.20% | – |
| STX | New | SEAGATE TECHNOLOGY PLC | $255,000 | – | 4,100 | +100.0% | 0.20% | – |
| MFC | New | MANULIFE FINL CORP | $254,000 | – | 14,275 | +100.0% | 0.20% | – |
| ETR | New | ENTERGY CORP NEW | $240,000 | – | 2,400 | +100.0% | 0.18% | – |
| AMGN | New | AMGEN INC | $236,000 | – | 1,025 | +100.0% | 0.18% | – |
| VGIT | New | VANGUARD SCOTTSDALE FDSinter term treas | $234,000 | – | 3,371 | +100.0% | 0.18% | – |
| UL | New | UNILEVER PLCspon adr new | $229,000 | – | 3,794 | +100.0% | 0.18% | – |
| C | New | CITIGROUP INC | $225,000 | – | 3,655 | +100.0% | 0.17% | – |
| ABBV | New | ABBVIE INC | $221,000 | – | 2,060 | +100.0% | 0.17% | – |
| SLYV | New | SPDR SER TRs&p 600 smcp val | $219,000 | – | 3,307 | +100.0% | 0.17% | – |
| LH | New | LABORATORY CORP AMER HLDGS | $215,000 | – | 1,056 | +100.0% | 0.17% | – |
| ITOT | New | ISHARES TRcore s&p ttl stk | $213,000 | – | 2,471 | +100.0% | 0.16% | – |
| MA | New | MASTERCARD INCORPORATEDcl a | $212,000 | – | 595 | +100.0% | 0.16% | – |
| D | New | DOMINION ENERGY INC | $210,000 | – | 2,794 | +100.0% | 0.16% | – |
| EBAY | New | EBAY INC. | $210,000 | – | 4,188 | +100.0% | 0.16% | – |
| HBI | New | HANESBRANDS INC | $207,000 | – | 14,224 | +100.0% | 0.16% | – |
| GM | New | GENERAL MTRS CO | $202,000 | – | 4,862 | +100.0% | 0.16% | – |
| MO | New | ALTRIA GROUP INC | $200,000 | – | 4,885 | +100.0% | 0.15% | – |
| CVS | New | CVS HEALTH CORP | $198,000 | – | 2,896 | +100.0% | 0.15% | – |
| ABT | New | ABBOTT LABS | $194,000 | – | 1,769 | +100.0% | 0.15% | – |
| NVDA | New | NVIDIA CORPORATION | $189,000 | – | 361 | +100.0% | 0.15% | – |
| UNP | New | UNION PAC CORP | $189,000 | – | 909 | +100.0% | 0.15% | – |
| IBM | New | INTERNATIONAL BUSINESS MACHS | $180,000 | – | 1,433 | +100.0% | 0.14% | – |
| CSX | New | CSX CORP | $177,000 | – | 1,947 | +100.0% | 0.14% | – |
| IEFA | New | ISHARES TRcore msci eafe | $171,000 | – | 2,479 | +100.0% | 0.13% | – |
| NVS | New | NOVARTIS AGsponsored adr | $168,000 | – | 1,779 | +100.0% | 0.13% | – |
| IWF | New | ISHARES TRrus 1000 grw etf | $169,000 | – | 700 | +100.0% | 0.13% | – |
| AXP | New | AMERICAN EXPRESS CO | $166,000 | – | 1,374 | +100.0% | 0.13% | – |
| DLTR | New | DOLLAR TREE INC | $160,000 | – | 1,478 | +100.0% | 0.12% | – |
| CI | New | CIGNA CORP NEW | $158,000 | – | 758 | +100.0% | 0.12% | – |
| CVX | New | CHEVRON CORP NEW | $158,000 | – | 1,870 | +100.0% | 0.12% | – |
| IWD | New | ISHARES TRrus 1000 val etf | $158,000 | – | 1,153 | +100.0% | 0.12% | – |
| CSCO | New | CISCO SYS INC | $157,000 | – | 3,519 | +100.0% | 0.12% | – |
| RTX | New | RAYTHEON TECHNOLOGIES CORP | $155,000 | – | 2,173 | +100.0% | 0.12% | – |
| CRM | New | SALESFORCE COM INC | $150,000 | – | 673 | +100.0% | 0.12% | – |
| MRK | New | MERCK & CO. INC | $151,000 | – | 1,841 | +100.0% | 0.12% | – |
| HYG | New | ISHARES TRiboxx hi yd etf | $149,000 | – | 1,705 | +100.0% | 0.12% | – |
| MAR | New | MARRIOTT INTL INC NEWcl a | $149,000 | – | 1,131 | +100.0% | 0.12% | – |
| PFG | New | PRINCIPAL FINANCIAL GROUP IN | $149,000 | – | 3,000 | +100.0% | 0.12% | – |
| GD | New | GENERAL DYNAMICS CORP | $148,000 | – | 997 | +100.0% | 0.11% | – |
| XT | New | ISHARES TRexponential tech | $147,000 | – | 2,568 | +100.0% | 0.11% | – |
| SPDW | New | SPDR INDEX SHS FDSportfolio devlpd | $145,000 | – | 4,295 | +100.0% | 0.11% | – |
| MCK | New | MCKESSON CORP | $144,000 | – | 826 | +100.0% | 0.11% | – |
| IUSV | New | ISHARES TRcore s&p us vlu | $142,000 | – | 2,288 | +100.0% | 0.11% | – |
| PEP | New | PEPSICO INC | $142,000 | – | 955 | +100.0% | 0.11% | – |
| IUSG | New | ISHARES TRcore s&p us gwt | $139,000 | – | 1,570 | +100.0% | 0.11% | – |
| AVGO | New | BROADCOM INC | $139,000 | – | 318 | +100.0% | 0.11% | – |
| COF | New | CAPITAL ONE FINL CORP | $138,000 | – | 1,397 | +100.0% | 0.11% | – |
| VEA | New | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $136,000 | – | 2,890 | +100.0% | 0.10% | – |
| QCOM | New | QUALCOMM INC | $136,000 | – | 892 | +100.0% | 0.10% | – |
| VCIT | New | VANGUARD SCOTTSDALE FDSint-term corp | $135,000 | – | 1,388 | +100.0% | 0.10% | – |
| SNY | New | SANOFIsponsored adr | $135,000 | – | 2,785 | +100.0% | 0.10% | – |
| BK | New | BANK NEW YORK MELLON CORP | $134,000 | – | 3,159 | +100.0% | 0.10% | – |
| INGR | New | INGREDION INC | $132,000 | – | 1,675 | +100.0% | 0.10% | – |
| MDLZ | New | MONDELEZ INTL INCcl a | $130,000 | – | 2,216 | +100.0% | 0.10% | – |
| FISV | New | FISERV INC | $127,000 | – | 1,117 | +100.0% | 0.10% | – |
| VTV | New | VANGUARD INDEX FDSvalue etf | $124,000 | – | 1,042 | +100.0% | 0.10% | – |
| CMP | New | COMPASS MINERALS INTL INC | $123,000 | – | 1,994 | +100.0% | 0.10% | – |
| BX | New | BLACKSTONE GROUP INC | $123,000 | – | 1,900 | +100.0% | 0.10% | – |
| WH | New | WYNDHAM HOTELS & RESORTS INC | $121,000 | – | 2,042 | +100.0% | 0.09% | – |
| VUG | New | VANGUARD INDEX FDSgrowth etf | $117,000 | – | 460 | +100.0% | 0.09% | – |
| PM | New | PHILIP MORRIS INTL INC | $116,000 | – | 1,403 | +100.0% | 0.09% | – |
| YUM | New | YUM BRANDS INC | $116,000 | – | 1,064 | +100.0% | 0.09% | – |
| BLK | New | BLACKROCK INC | $113,000 | – | 156 | +100.0% | 0.09% | – |
| LLY | New | LILLY ELI & CO | $113,000 | – | 671 | +100.0% | 0.09% | – |
| EPD | New | ENTERPRISE PRODS PARTNERS L | $112,000 | – | 5,740 | +100.0% | 0.09% | – |
| SBUX | New | STARBUCKS CORP | $110,000 | – | 1,026 | +100.0% | 0.08% | – |
| KOMP | New | SPDR SER TRs&p kensho new | $110,000 | – | 1,912 | +100.0% | 0.08% | – |
| NEE | New | NEXTERA ENERGY INC | $110,000 | – | 1,422 | +100.0% | 0.08% | – |
| FANG | New | DIAMONDBACK ENERGY INC | $110,000 | – | 2,271 | +100.0% | 0.08% | – |
| ZTS | New | ZOETIS INCcl a | $107,000 | – | 644 | +100.0% | 0.08% | – |
| PNFP | New | PINNACLE FINL PARTNERS INC | $107,000 | – | 1,664 | +100.0% | 0.08% | – |
| MTD | New | METTLER TOLEDO INTERNATIONAL | $105,000 | – | 92 | +100.0% | 0.08% | – |
| OMC | New | OMNICOM GROUP INC | $105,000 | – | 1,678 | +100.0% | 0.08% | – |
| AIG | New | AMERICAN INTL GROUP INC | $102,000 | – | 2,693 | +100.0% | 0.08% | – |
| CARR | New | CARRIER GLOBAL CORPORATION | $101,000 | – | 2,679 | +100.0% | 0.08% | – |
| DTE | New | DTE ENERGY CO | $100,000 | – | 821 | +100.0% | 0.08% | – |
| COST | New | COSTCO WHSL CORP NEW | $99,000 | – | 264 | +100.0% | 0.08% | – |
| DISCA | New | DISCOVERY INC | $99,000 | – | 3,304 | +100.0% | 0.08% | – |
| BA | New | BOEING CO | $96,000 | – | 450 | +100.0% | 0.07% | – |
| BAC | New | BK OF AMERICA CORP | $93,000 | – | 3,073 | +100.0% | 0.07% | – |
| MMM | New | 3M CO | $94,000 | – | 540 | +100.0% | 0.07% | – |
| KKR | New | KKR & CO INC | $94,000 | – | 2,324 | +100.0% | 0.07% | – |
| DHR | New | DANAHER CORPORATION | $92,000 | – | 415 | +100.0% | 0.07% | – |
| SLF | New | SUN LIFE FINANCIAL INC. | $89,000 | – | 2,000 | +100.0% | 0.07% | – |
| SPG | New | SIMON PPTY GROUP INC NEW | $90,000 | – | 1,051 | +100.0% | 0.07% | – |
| BOND | New | PIMCO ETF TRactive bd etf | $87,000 | – | 765 | +100.0% | 0.07% | – |
| CWI | New | SPDR INDEX SHS FDSmsci acwi exus | $87,000 | – | 3,158 | +100.0% | 0.07% | – |
| VTI | New | VANGUARD INDEX FDStotal stk mkt | $85,000 | – | 439 | +100.0% | 0.07% | – |
| BIIB | New | BIOGEN INC | $84,000 | – | 344 | +100.0% | 0.06% | – |
| USB | New | US BANCORP DEL | $84,000 | – | 1,813 | +100.0% | 0.06% | – |
| DMF | New | BNY MELLON MUN INCOME INC | $84,000 | – | 9,430 | +100.0% | 0.06% | – |
| CCJ | New | CAMECO CORP | $83,000 | – | 6,179 | +100.0% | 0.06% | – |
| XSOE | New | WISDOMTREE TRem ex st-owned | $81,000 | – | 2,032 | +100.0% | 0.06% | – |
| HTBI | New | HOMETRUST BANCSHARES INC | $81,000 | – | 4,198 | +100.0% | 0.06% | – |
| TM | New | TOYOTA MOTOR CORP | $81,000 | – | 526 | +100.0% | 0.06% | – |
| ETN | New | EATON CORP PLC | $79,000 | – | 656 | +100.0% | 0.06% | – |
| IWM | New | ISHARES TRrussell 2000 etf | $78,000 | – | 400 | +100.0% | 0.06% | – |
| TSLA | New | TESLA INC | $76,000 | – | 108 | +100.0% | 0.06% | – |
| NFLX | New | NETFLIX INC | $76,000 | – | 141 | +100.0% | 0.06% | – |
| IQV | New | IQVIA HLDGS INC | $77,000 | – | 429 | +100.0% | 0.06% | – |
| AWK | New | AMERICAN WTR WKS CO INC NEW | $77,000 | – | 500 | +100.0% | 0.06% | – |
| SCHW | New | SCHWAB CHARLES CORP | $76,000 | – | 1,438 | +100.0% | 0.06% | – |
| NBH | New | NEUBERGER BERMAN MUN FD INC | $75,000 | – | 4,912 | +100.0% | 0.06% | – |
| IJH | New | ISHARES TRcore s&p mcp etf | $75,000 | – | 325 | +100.0% | 0.06% | – |
| MXIM | New | MAXIM INTEGRATED PRODS INC | $74,000 | – | 835 | +100.0% | 0.06% | – |
| MMP | New | MAGELLAN MIDSTREAM PRTNRS LP | $72,000 | – | 1,707 | +100.0% | 0.06% | – |
| DOW | New | DOW INC | $73,000 | – | 1,311 | +100.0% | 0.06% | – |
| SUSA | New | ISHARES TRmsci usa esg slc | $71,000 | – | 860 | +100.0% | 0.06% | – |
| EMR | New | EMERSON ELEC CO | $70,000 | – | 876 | +100.0% | 0.05% | – |
| HTA | New | HEALTHCARE TR AMER INCcl a new | $69,000 | – | 2,500 | +100.0% | 0.05% | – |
| UNH | New | UNITEDHEALTH GROUP INC | $69,000 | – | 197 | +100.0% | 0.05% | – |
| FRT | New | FEDERAL RLTY INVT TRsh ben int new | $69,000 | – | 812 | +100.0% | 0.05% | – |
| NRK | New | NUVEEN NEW YORK AMT QLT MUNI | $67,000 | – | 4,984 | +100.0% | 0.05% | – |
| SPMB | New | SPDR SER TRportfli mortgage | $68,000 | – | 2,560 | +100.0% | 0.05% | – |
| KMB | New | KIMBERLY-CLARK CORP | $68,000 | – | 504 | +100.0% | 0.05% | – |
| DD | New | DUPONT DE NEMOURS INC | $66,000 | – | 931 | +100.0% | 0.05% | – |
| ABC | New | AMERISOURCEBERGEN CORP | $65,000 | – | 666 | +100.0% | 0.05% | – |
| SDG | New | ISHARES TRmsci global imp | $65,000 | – | 700 | +100.0% | 0.05% | – |
| PLD | New | PROLOGIS INC. | $63,000 | – | 634 | +100.0% | 0.05% | – |
| CG | New | CARLYLE GROUP INC | $63,000 | – | 2,000 | +100.0% | 0.05% | – |
| FE | New | FIRSTENERGY CORP | $64,000 | – | 2,095 | +100.0% | 0.05% | – |
| LAMR | New | LAMAR ADVERTISING CO NEWcl a | $62,000 | – | 750 | +100.0% | 0.05% | – |
| CR | New | CRANE CO | $61,000 | – | 789 | +100.0% | 0.05% | – |
| YUMC | New | YUM CHINA HLDGS INC | $61,000 | – | 1,062 | +100.0% | 0.05% | – |
| WY | New | WEYERHAEUSER CO MTN BE | $59,000 | – | 1,750 | +100.0% | 0.05% | – |
| ARKK | New | ARK ETF TRinnovation etf | $59,000 | – | 474 | +100.0% | 0.05% | – |
| PSA | New | PUBLIC STORAGE | $60,000 | – | 258 | +100.0% | 0.05% | – |
| TGT | New | TARGET CORP | $59,000 | – | 334 | +100.0% | 0.05% | – |
| ICLN | New | ISHARES TRgl clean ene etf | $59,000 | – | 2,100 | +100.0% | 0.05% | – |
| TMO | New | THERMO FISHER SCIENTIFIC INC | $58,000 | – | 125 | +100.0% | 0.04% | – |
| PPL | New | PPL CORP | $58,000 | – | 2,069 | +100.0% | 0.04% | – |
| F | New | FORD MTR CO DEL | $56,000 | – | 6,380 | +100.0% | 0.04% | – |
| SNOW | New | SNOWFLAKE INCcl a | $56,000 | – | 200 | +100.0% | 0.04% | – |
| EXC | New | EXELON CORP | $55,000 | – | 1,297 | +100.0% | 0.04% | – |
| IGSB | New | ISHARES TR | $55,000 | – | 999 | +100.0% | 0.04% | – |
| MVF | New | BLACKROCK MUNIVEST FD INC | $55,000 | – | 6,000 | +100.0% | 0.04% | – |
| GIS | New | GENERAL MLS INC | $55,000 | – | 940 | +100.0% | 0.04% | – |
| LMT | New | LOCKHEED MARTIN CORP | $55,000 | – | 156 | +100.0% | 0.04% | – |
| NVG | New | NUVEEN AMT FREE MUN CR INC F | $53,000 | – | 3,133 | +100.0% | 0.04% | – |
| DG | New | DOLLAR GEN CORP NEW | $53,000 | – | 250 | +100.0% | 0.04% | – |
| BABA | New | ALIBABA GROUP HLDG LTDsponsored ads | $53,000 | – | 229 | +100.0% | 0.04% | – |
| GE | New | GENERAL ELECTRIC CO | $53,000 | – | 4,946 | +100.0% | 0.04% | – |
| PYPL | New | PAYPAL HLDGS INC | $53,000 | – | 225 | +100.0% | 0.04% | – |
| GPC | New | GENUINE PARTS CO | $52,000 | – | 518 | +100.0% | 0.04% | – |
| WSBC | New | WESBANCO INC | $52,000 | – | 1,745 | +100.0% | 0.04% | – |
| NKE | New | NIKE INCcl b | $52,000 | – | 365 | +100.0% | 0.04% | – |
| IEMG | New | ISHARES INCcore msci emkt | $52,000 | – | 835 | +100.0% | 0.04% | – |
| TSM | New | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $50,000 | – | 461 | +100.0% | 0.04% | – |
| TXT | New | TEXTRON INC | $50,000 | – | 1,036 | +100.0% | 0.04% | – |
| PANW | New | PALO ALTO NETWORKS INC | $50,000 | – | 142 | +100.0% | 0.04% | – |
| KEY | New | KEYCORP | $49,000 | – | 3,000 | +100.0% | 0.04% | – |
| BURL | New | BURLINGTON STORES INC | $49,000 | – | 188 | +100.0% | 0.04% | – |
| K | New | KELLOGG CO | $49,000 | – | 789 | +100.0% | 0.04% | – |
| BHV | New | BLACKROCK VA MUNICIPAL BOND | $48,000 | – | 3,000 | +100.0% | 0.04% | – |
| NZF | New | NUVEEN MUNICIPAL CREDIT INC | $48,000 | – | 3,000 | +100.0% | 0.04% | – |
| MPC | New | MARATHON PETE CORP | $48,000 | – | 1,162 | +100.0% | 0.04% | – |
| ATO | New | ATMOS ENERGY CORP | $48,000 | – | 500 | +100.0% | 0.04% | – |
| BIL | New | SPDR SER TRspdr bloomberg | $48,000 | – | 525 | +100.0% | 0.04% | – |
| UBSI | New | UNITED BANKSHARES INC WEST V | $48,000 | – | 1,494 | +100.0% | 0.04% | – |
| VMW | New | VMWARE INC | $45,000 | – | 320 | +100.0% | 0.04% | – |
| UGI | New | UGI CORP NEW | $45,000 | – | 1,274 | +100.0% | 0.04% | – |
| EDIT | New | EDITAS MEDICINE INC | $45,000 | – | 642 | +100.0% | 0.04% | – |
| SCHG | New | SCHWAB STRATEGIC TRus lcap gr etf | $46,000 | – | 361 | +100.0% | 0.04% | – |
| TWNK | New | HOSTESS BRANDS INCcl a | $46,000 | – | 3,171 | +100.0% | 0.04% | – |
| WMT | New | WALMART INC | $44,000 | – | 308 | +100.0% | 0.03% | – |
| MBB | New | ISHARES TRmbs etf | $44,000 | – | 396 | +100.0% | 0.03% | – |
| STZ | New | CONSTELLATION BRANDS INCcl a | $44,000 | – | 200 | +100.0% | 0.03% | – |
| HON | New | HONEYWELL INTL INC | $44,000 | – | 209 | +100.0% | 0.03% | – |
| MSEX | New | MIDDLESEX WTR CO | $43,000 | – | 600 | +100.0% | 0.03% | – |
| CARE | New | CARTER BANKSHARES INC | $43,000 | – | 4,017 | +100.0% | 0.03% | – |
| EFV | New | ISHARES TReafe value etf | $41,000 | – | 859 | +100.0% | 0.03% | – |
| ED | New | CONSOLIDATED EDISON INC | $41,000 | – | 568 | +100.0% | 0.03% | – |
| WM | New | WASTE MGMT INC DEL | $42,000 | – | 355 | +100.0% | 0.03% | – |
| XEL | New | XCEL ENERGY INC | $40,000 | – | 607 | +100.0% | 0.03% | – |
| WBA | New | WALGREENS BOOTS ALLIANCE INC | $40,000 | – | 1,012 | +100.0% | 0.03% | – |
| XLY | New | SELECT SECTOR SPDR TRsbi cons discr | $40,000 | – | 249 | +100.0% | 0.03% | – |
| DIA | New | SPDR DOW JONES INDL AVERAGEut ser 1 | $40,000 | – | 130 | +100.0% | 0.03% | – |
| TXN | New | TEXAS INSTRS INC | $40,000 | – | 246 | +100.0% | 0.03% | – |
| LUMN | New | LUMEN TECHNOLOGIES INC | $39,000 | – | 4,000 | +100.0% | 0.03% | – |
| INTU | New | INTUIT | $37,000 | – | 97 | +100.0% | 0.03% | – |
| CNP | New | CENTERPOINT ENERGY INC | $37,000 | – | 1,714 | +100.0% | 0.03% | – |
| PLUG | New | PLUG POWER INC | $37,000 | – | 1,101 | +100.0% | 0.03% | – |
| ADI | New | ANALOG DEVICES INC | $38,000 | – | 258 | +100.0% | 0.03% | – |
| PSX | New | PHILLIPS 66 | $37,000 | – | 530 | +100.0% | 0.03% | – |
| XMHQ | New | INVESCO EXCHANGE TRADED FD Ts&p mdcp quality | $36,000 | – | 531 | +100.0% | 0.03% | – |
| SON | New | SONOCO PRODS CO | $36,000 | – | 600 | +100.0% | 0.03% | – |
| SPGI | New | S&P GLOBAL INC | $35,000 | – | 107 | +100.0% | 0.03% | – |
| VMBS | New | VANGUARD SCOTTSDALE FDSmortg-back sec | $35,000 | – | 647 | +100.0% | 0.03% | – |
| ET | New | ENERGY TRANSFER LP | $35,000 | – | 5,632 | +100.0% | 0.03% | – |
| AZN | New | ASTRAZENECA PLCsponsored adr | $34,000 | – | 671 | +100.0% | 0.03% | – |
| NAD | New | NUVEEN QUALITY MUNCP INCOME | $34,000 | – | 2,240 | +100.0% | 0.03% | – |
| UAA | New | UNDER ARMOUR INCcl a | $34,000 | – | 2,000 | +100.0% | 0.03% | – |
| SRC | New | SPIRIT RLTY CAP INC NEW | $34,000 | – | 840 | +100.0% | 0.03% | – |
| DVY | New | ISHARES TRselect divid etf | $34,000 | – | 350 | +100.0% | 0.03% | – |
| MSCI | New | MSCI INC | $34,000 | – | 75 | +100.0% | 0.03% | – |
| IJR | New | ISHARES TRcore s&p scp etf | $33,000 | – | 355 | +100.0% | 0.02% | – |
| TJX | New | TJX COS INC NEW | $33,000 | – | 481 | +100.0% | 0.02% | – |
| WRE | New | WASHINGTON REAL ESTATE INVTsh ben int | $32,000 | – | 1,500 | +100.0% | 0.02% | – |
| UBER | New | UBER TECHNOLOGIES INC | $32,000 | – | 636 | +100.0% | 0.02% | – |
| VWO | New | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $33,000 | – | 654 | +100.0% | 0.02% | – |
| ADBE | New | ADOBE SYSTEMS INCORPORATED | $32,000 | – | 63 | +100.0% | 0.02% | – |
| IWP | New | ISHARES TRrus md cp gr etf | $31,000 | – | 300 | +100.0% | 0.02% | – |
| UA | New | UNDER ARMOUR INCcl c | $30,000 | – | 2,014 | +100.0% | 0.02% | – |
| PDM | New | PIEDMONT OFFICE REALTY TR IN | $30,000 | – | 1,832 | +100.0% | 0.02% | – |
| GSK | New | GLAXOSMITHKLINE PLCsponsored adr | $29,000 | – | 795 | +100.0% | 0.02% | – |
| OTIS | New | OTIS WORLDWIDE CORP | $29,000 | – | 428 | +100.0% | 0.02% | – |
| NXJ | New | NUVEEN NEW JERSEY QULT MUN F | $29,000 | – | 2,046 | +100.0% | 0.02% | – |
| ICE | New | INTERCONTINENTAL EXCHANGE IN | $29,000 | – | 248 | +100.0% | 0.02% | – |
| MLM | New | MARTIN MARIETTA MATLS INC | $28,000 | – | 100 | +100.0% | 0.02% | – |
| IRM | New | IRON MTN INC NEW | $29,000 | – | 1,000 | +100.0% | 0.02% | – |
| KHC | New | KRAFT HEINZ CO | $28,000 | – | 812 | +100.0% | 0.02% | – |
| ALK | New | ALASKA AIR GROUP INC | $29,000 | – | 566 | +100.0% | 0.02% | – |
| VGT | New | VANGUARD WORLD FDSinf tech etf | $28,000 | – | 80 | +100.0% | 0.02% | – |
| HACK | New | ETF MANAGERS TRprime cybr scrty | $29,000 | – | 500 | +100.0% | 0.02% | – |
| USIG | New | ISHARES TRusd inv grde etf | $29,000 | – | 475 | +100.0% | 0.02% | – |
| FIS | New | FIDELITY NATL INFORMATION SV | $27,000 | – | 192 | +100.0% | 0.02% | – |
| KMX | New | CARMAX INC | $27,000 | – | 281 | +100.0% | 0.02% | – |
| IJS | New | ISHARES TRsp smcp600vl etf | $27,000 | – | 334 | +100.0% | 0.02% | – |
| SLB | New | SCHLUMBERGER LTD | $26,000 | – | 1,183 | +100.0% | 0.02% | – |
| MDT | New | MEDTRONIC PLC | $26,000 | – | 226 | +100.0% | 0.02% | – |
| VAW | New | VANGUARD WORLD FDSmaterials etf | $26,000 | – | 163 | +100.0% | 0.02% | – |
| EL | New | LAUDER ESTEE COS INCcl a | $26,000 | – | 98 | +100.0% | 0.02% | – |
| DOV | New | DOVER CORP | $26,000 | – | 206 | +100.0% | 0.02% | – |
| OEF | New | ISHARES TRs&p 100 etf | $25,000 | – | 144 | +100.0% | 0.02% | – |
| NGG | New | NATIONAL GRID PLCsponsored adr ne | $25,000 | – | 418 | +100.0% | 0.02% | – |
| PEG | New | PUBLIC SVC ENTERPRISE GRP IN | $24,000 | – | 409 | +100.0% | 0.02% | – |
| CTVA | New | CORTEVA INC | $25,000 | – | 655 | +100.0% | 0.02% | – |
| WFH | New | DIREXION SHS ETF TRwork from home | $24,000 | – | 360 | +100.0% | 0.02% | – |
| AES | New | AES CORP | $24,000 | – | 1,000 | +100.0% | 0.02% | – |
| VBK | New | VANGUARD INDEX FDSsml cp grw etf | $25,000 | – | 95 | +100.0% | 0.02% | – |
| ORLY | New | OREILLY AUTOMOTIVE INC | $25,000 | – | 56 | +100.0% | 0.02% | – |
| ES | New | EVERSOURCE ENERGY | $25,000 | – | 293 | +100.0% | 0.02% | – |
| WELL | New | WELLTOWER INC | $23,000 | – | 354 | +100.0% | 0.02% | – |
| KSM | New | DWS STRATEGIC MUN INCOME TR | $23,000 | – | 2,000 | +100.0% | 0.02% | – |
| LYFT | New | LYFT INC | $23,000 | – | 465 | +100.0% | 0.02% | – |
| VBR | New | VANGUARD INDEX FDSsm cp val etf | $23,000 | – | 159 | +100.0% | 0.02% | – |
| IGIB | New | ISHARES TR | $23,000 | – | 380 | +100.0% | 0.02% | – |
| SHOP | New | SHOPIFY INCcl a | $23,000 | – | 20 | +100.0% | 0.02% | – |
| VCSH | New | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $23,000 | – | 277 | +100.0% | 0.02% | – |
| AEE | New | AMEREN CORP | $23,000 | – | 300 | +100.0% | 0.02% | – |
| CL | New | COLGATE PALMOLIVE CO | $23,000 | – | 267 | +100.0% | 0.02% | – |
| RDSA | New | ROYAL DUTCH SHELL PLCspons adr a | $22,000 | – | 625 | +100.0% | 0.02% | – |
| VLO | New | VALERO ENERGY CORP | $21,000 | – | 374 | +100.0% | 0.02% | – |
| FSK | New | FS KKR CAP CORP | $21,000 | – | 1,257 | +100.0% | 0.02% | – |
| VTR | New | VENTAS INC | $21,000 | – | 428 | +100.0% | 0.02% | – |
| PNC | New | PNC FINL SVCS GROUP INC | $21,000 | – | 138 | +100.0% | 0.02% | – |
| AMAT | New | APPLIED MATLS INC | $21,000 | – | 239 | +100.0% | 0.02% | – |
| XLE | New | SELECT SECTOR SPDR TRenergy | $21,000 | – | 548 | +100.0% | 0.02% | – |
| ECL | New | ECOLAB INC | $20,000 | – | 91 | +100.0% | 0.02% | – |
| OKE | New | ONEOK INC NEW | $19,000 | – | 500 | +100.0% | 0.02% | – |
| EW | New | EDWARDS LIFESCIENCES CORP | $20,000 | – | 216 | +100.0% | 0.02% | – |
| DASH | New | DOORDASH INCcl a | $19,000 | – | 135 | +100.0% | 0.02% | – |
| TTD | New | THE TRADE DESK INC | $20,000 | – | 25 | +100.0% | 0.02% | – |
| ISRG | New | INTUITIVE SURGICAL INC | $20,000 | – | 25 | +100.0% | 0.02% | – |
| TAK | New | TAKEDA PHARMACEUTICAL CO LTDsponsored ads | $19,000 | – | 1,059 | +100.0% | 0.02% | – |
| LYG | New | LLOYDS BANKING GROUP PLCsponsored adr | $20,000 | – | 10,367 | +100.0% | 0.02% | – |
| O | New | REALTY INCOME CORP | $19,000 | – | 310 | +100.0% | 0.02% | – |
| VMC | New | VULCAN MATLS CO | $19,000 | – | 125 | +100.0% | 0.02% | – |
| EVF | New | EATON VANCE SR INCOME TRsh ben int | $19,000 | – | 3,000 | +100.0% | 0.02% | – |
| XLC | New | SELECT SECTOR SPDR TR | $18,000 | – | 261 | +100.0% | 0.01% | – |
| BTI | New | BRITISH AMERN TOB PLCsponsored adr | $18,000 | – | 475 | +100.0% | 0.01% | – |
| COP | New | CONOCOPHILLIPS | $18,000 | – | 454 | +100.0% | 0.01% | – |
| NXN | New | NUVEEN N Y SELECT TAX FREE Ish ben int | $18,000 | – | 1,250 | +100.0% | 0.01% | – |
| BND | New | VANGUARD BD INDEX FDStotal bnd mrkt | $17,000 | – | 189 | +100.0% | 0.01% | – |
| DRIV | New | GLOBAL X FDSautonmous ev etf | $17,000 | – | 700 | +100.0% | 0.01% | – |
| XLI | New | SELECT SECTOR SPDR TRsbi int-inds | $17,000 | – | 193 | +100.0% | 0.01% | – |
| SKYY | New | FIRST TR EXCHANGE TRADED FD | $17,000 | – | 175 | +100.0% | 0.01% | – |
| IONS | New | IONIS PHARMACEUTICALS INC | $17,000 | – | 300 | +100.0% | 0.01% | – |
| AMCR | New | AMCOR PLCord | $17,000 | – | 1,473 | +100.0% | 0.01% | – |
| DHI | New | D R HORTON INC | $17,000 | – | 241 | +100.0% | 0.01% | – |
| AIZ | New | ASSURANT INC | $17,000 | – | 125 | +100.0% | 0.01% | – |
| XLV | New | SELECT SECTOR SPDR TRsbi healthcare | $15,000 | – | 131 | +100.0% | 0.01% | – |
| SCHB | New | SCHWAB STRATEGIC TRus brd mkt etf | $15,000 | – | 162 | +100.0% | 0.01% | – |
| SLV | New | ISHARES SILVER TRishares | $15,000 | – | 603 | +100.0% | 0.01% | – |
| APO | New | APOLLO GLOBAL MGMT INC | $15,000 | – | 300 | +100.0% | 0.01% | – |
| USHY | New | ISHARES TRbroad usd high | $15,000 | – | 364 | +100.0% | 0.01% | – |
| MIN | New | MFS INTER INCOME TRsh ben int | $15,000 | – | 3,857 | +100.0% | 0.01% | – |
| PAVE | New | GLOBAL X FDSus infr dev etf | $15,000 | – | 710 | +100.0% | 0.01% | – |
| VFH | New | VANGUARD WORLD FDSfinancials etf | $16,000 | – | 213 | +100.0% | 0.01% | – |
| XLP | New | SELECT SECTOR SPDR TRsbi cons stpls | $15,000 | – | 219 | +100.0% | 0.01% | – |
| VB | New | VANGUARD INDEX FDSsmall cp etf | $14,000 | – | 74 | +100.0% | 0.01% | – |
| IWO | New | ISHARES TRrus 2000 grw etf | $14,000 | – | 48 | +100.0% | 0.01% | – |
| PING | New | PING IDENTITY HLDG CORP | $14,000 | – | 500 | +100.0% | 0.01% | – |
| IFRA | New | ISHARES TRus infrastruc | $14,000 | – | 469 | +100.0% | 0.01% | – |
| CHGX | New | ETF SER SOLUTIONSchang fin us lrg | $14,000 | – | 500 | +100.0% | 0.01% | – |
| SIRI | New | SIRIUS XM HOLDINGS INC | $14,000 | – | 2,138 | +100.0% | 0.01% | – |
| TMUS | New | T-MOBILE US INC | $13,000 | – | 95 | +100.0% | 0.01% | – |
| AMNB | New | AMERICAN NATL BANKSHARES INC | $13,000 | – | 500 | +100.0% | 0.01% | – |
| ISCG | New | ISHARES TRmrgstr sm cp gr | $13,000 | – | 43 | +100.0% | 0.01% | – |
| GS | New | GOLDMAN SACHS GROUP INC | $13,000 | – | 49 | +100.0% | 0.01% | – |
| PMM | New | PUTNAM MANAGED MUN INCOME TR | $13,000 | – | 1,554 | +100.0% | 0.01% | – |
| OGE | New | OGE ENERGY CORP | $13,000 | – | 400 | +100.0% | 0.01% | – |
| VOT | New | VANGUARD INDEX FDSmcap gr idxvip | $13,000 | – | 59 | +100.0% | 0.01% | – |
| EXPE | New | EXPEDIA GROUP INC | $13,000 | – | 100 | +100.0% | 0.01% | – |
| AZEK | New | AZEK CO INCcl a | $12,000 | – | 300 | +100.0% | 0.01% | – |
| MDLA | New | MEDALLIA INC | $12,000 | – | 362 | +100.0% | 0.01% | – |
| FTS | New | FORTIS INC | $12,000 | – | 300 | +100.0% | 0.01% | – |
| FXL | New | FIRST TR EXCHANGE TRADED FDtech alphadex | $11,000 | – | 100 | +100.0% | 0.01% | – |
| RPAI | New | RETAIL PPTYS AMER INCcl a | $11,000 | – | 1,260 | +100.0% | 0.01% | – |
| BP | New | BP PLCsponsored adr | $10,000 | – | 500 | +100.0% | 0.01% | – |
| VTRS | New | VIATRIS INC | $10,000 | – | 552 | +100.0% | 0.01% | – |
| CXP | New | COLUMBIA PPTY TR INC | $11,000 | – | 751 | +100.0% | 0.01% | – |
| WPP | New | WPP PLC NEWadr | $10,000 | – | 188 | +100.0% | 0.01% | – |
| PAGP | New | PLAINS GP HLDGS L Pltd partnr int a | $11,000 | – | 1,335 | +100.0% | 0.01% | – |
| FIVG | New | ETF SER SOLUTIONSdefiance next | $10,000 | – | 300 | +100.0% | 0.01% | – |
| QGEN | New | QIAGEN NV | $11,000 | – | 200 | +100.0% | 0.01% | – |
| DFS | New | DISCOVER FINL SVCS | $10,000 | – | 105 | +100.0% | 0.01% | – |
| ARKG | New | ARK ETF TRgenomic rev etf | $9,000 | – | 100 | +100.0% | 0.01% | – |
| TIP | New | ISHARES TRtips bd etf | $9,000 | – | 71 | +100.0% | 0.01% | – |
| NOBL | New | PROSHARES TRs&p 500 dv arist | $9,000 | – | 110 | +100.0% | 0.01% | – |
| OXY | New | OCCIDENTAL PETE CORP | $9,000 | – | 500 | +100.0% | 0.01% | – |
| PENN | New | PENN NATL GAMING INC | $9,000 | – | 102 | +100.0% | 0.01% | – |
| TWI | New | TITAN INTL INC ILL | $9,000 | – | 1,900 | +100.0% | 0.01% | – |
| WEC | New | WEC ENERGY GROUP INC | $9,000 | – | 100 | +100.0% | 0.01% | – |
| WMB | New | WILLIAMS COS INC | $8,000 | – | 414 | +100.0% | 0.01% | – |
| SCU | New | SCULPTOR CAP MGMT | $8,000 | – | 500 | +100.0% | 0.01% | – |
| XSW | New | SPDR SER TR | $8,000 | – | 50 | +100.0% | 0.01% | – |
| CWB | New | SPDR SER TRblmbrg brc cnvrt | $8,000 | – | 100 | +100.0% | 0.01% | – |
| SQ | New | SQUARE INCcl a | $8,000 | – | 38 | +100.0% | 0.01% | – |
| EGBN | New | EAGLE BANCORP INC MD | $8,000 | – | 200 | +100.0% | 0.01% | – |
| CALM | New | CAL MAINE FOODS INC | $8,000 | – | 200 | +100.0% | 0.01% | – |
| SCHD | New | SCHWAB STRATEGIC TRus dividend eq | $8,000 | – | 127 | +100.0% | 0.01% | – |
| MRNA | New | MODERNA INC | $8,000 | – | 72 | +100.0% | 0.01% | – |
| VO | New | VANGUARD INDEX FDSmid cap etf | $7,000 | – | 36 | +100.0% | 0.01% | – |
| LHX | New | L3HARRIS TECHNOLOGIES INC | $7,000 | – | 36 | +100.0% | 0.01% | – |
| CLX | New | CLOROX CO DEL | $7,000 | – | 35 | +100.0% | 0.01% | – |
| CTSH | New | COGNIZANT TECHNOLOGY SOLUTIOcl a | $7,000 | – | 80 | +100.0% | 0.01% | – |
| RFI | New | COHEN & STEERS TOTAL RETURN | $7,000 | – | 510 | +100.0% | 0.01% | – |
| FULT | New | FULTON FINL CORP PA | $7,000 | – | 568 | +100.0% | 0.01% | – |
| EWU | New | ISHARES TRmsci uk etf new | $7,000 | – | 226 | +100.0% | 0.01% | – |
| UDR | New | UDR INC | $6,000 | – | 150 | +100.0% | 0.01% | – |
| AOR | New | ISHARES TRgrwt allocat etf | $7,000 | – | 125 | +100.0% | 0.01% | – |
| WFHY | New | WISDOMTREE TRus hgh yld corp | $7,000 | – | 136 | +100.0% | 0.01% | – |
| TTE | New | TOTAL SEsponsored ads | $7,000 | – | 176 | +100.0% | 0.01% | – |
| HYLB | New | DBX ETF TRxtrack usd high | $6,000 | – | 122 | +100.0% | 0.01% | – |
| RBA | New | RITCHIE BROS AUCTIONEERS | $6,000 | – | 84 | +100.0% | 0.01% | – |
| ILCV | New | ISHARES TRmrngstr lg-cp vl | $7,000 | – | 66 | +100.0% | 0.01% | – |
| BCI | New | ETFS TR | $7,000 | – | 335 | +100.0% | 0.01% | – |
| TLT | New | ISHARES TR20 yr tr bd etf | $6,000 | – | 41 | +100.0% | 0.01% | – |
| RDSB | New | ROYAL DUTCH SHELL PLCspon adr b | $7,000 | – | 200 | +100.0% | 0.01% | – |
| SASR | New | SANDY SPRING BANCORP INC | $6,000 | – | 188 | +100.0% | 0.01% | – |
| ENTG | New | ENTEGRIS INC | $6,000 | – | 63 | +100.0% | 0.01% | – |
| NVTA | New | INVITAE CORP | $6,000 | – | 146 | +100.0% | 0.01% | – |
| NS | New | NUSTAR ENERGY LP | $7,000 | – | 500 | +100.0% | 0.01% | – |
| FHN | New | FIRST HORIZON CORPORATION | $6,000 | – | 443 | +100.0% | 0.01% | – |
| FDN | New | FIRST TR EXCHANGE-TRADED FDdj internt idx | $7,000 | – | 35 | +100.0% | 0.01% | – |
| AGR | New | AVANGRID INC | $6,000 | – | 134 | +100.0% | 0.01% | – |
| VIAC | New | VIACOMCBS INCcl b | $7,000 | – | 200 | +100.0% | 0.01% | – |
| ABB | New | ABB LTDsponsored adr | $5,000 | – | 177 | +100.0% | 0.00% | – |
| ABNB | New | AIRBNB INC | $5,000 | – | 31 | +100.0% | 0.00% | – |
| ALL | New | ALLSTATE CORP | $5,000 | – | 41 | +100.0% | 0.00% | – |
| DJP | New | BARCLAYS BANK PLCdjubs cmdt etn36 | $5,000 | – | 242 | +100.0% | 0.00% | – |
| GTLS | New | CHART INDS INC | $5,000 | – | 45 | +100.0% | 0.00% | – |
| CGNX | New | COGNEX CORP | $5,000 | – | 59 | +100.0% | 0.00% | – |
| EIX | New | EDISON INTL | $5,000 | – | 79 | +100.0% | 0.00% | – |
| IP | New | INTERNATIONAL PAPER CO | $5,000 | – | 100 | +100.0% | 0.00% | – |
| IBB | New | ISHARES TRnasdaq biotech | $5,000 | – | 36 | +100.0% | 0.00% | – |
| EFG | New | ISHARES TReafe grwth etf | $5,000 | – | 49 | +100.0% | 0.00% | – |
| BBJP | New | J P MORGAN EXCHANGE-TRADED Fbetbuld japan | $5,000 | – | 193 | +100.0% | 0.00% | – |
| NIO | New | NIO INCspon ads | $5,000 | – | 111 | +100.0% | 0.00% | – |
| PEGA | New | PEGASYSTEMS INC | $5,000 | – | 38 | +100.0% | 0.00% | – |
| PLNT | New | PLANET FITNESS INCcl a | $5,000 | – | 63 | +100.0% | 0.00% | – |
| KWR | New | QUAKER CHEM CORP | $5,000 | – | 21 | +100.0% | 0.00% | – |
| RY | New | ROYAL BK CDA | $5,000 | – | 55 | +100.0% | 0.00% | – |
| SNPS | New | SYNOPSYS INC | $5,000 | – | 21 | +100.0% | 0.00% | – |
| ANGL | New | VANECK VECTORS ETF TRfallen angel hg | $5,000 | – | 145 | +100.0% | 0.00% | – |
| VSS | New | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $5,000 | – | 44 | +100.0% | 0.00% | – |
| VDC | New | VANGUARD WORLD FDSconsum stp etf | $5,000 | – | 31 | +100.0% | 0.00% | – |
| WPM | New | WHEATON PRECIOUS METALS CORP | $5,000 | – | 130 | +100.0% | 0.00% | – |
| AJRD | New | AEROJET ROCKETDYNE HLDGS INC | $4,000 | – | 74 | +100.0% | 0.00% | – |
| TGTX | New | TG THERAPEUTICS INC | $4,000 | – | 76 | +100.0% | 0.00% | – |
| NOC | New | NORTHROP GRUMMAN CORP | $4,000 | – | 13 | +100.0% | 0.00% | – |
| HZNP | New | HORIZON THERAPEUTICS PUB L | $4,000 | – | 54 | +100.0% | 0.00% | – |
| EQR | New | EQUITY RESIDENTIALsh ben int | $4,000 | – | 69 | +100.0% | 0.00% | – |
| MET | New | METLIFE INC | $4,000 | – | 94 | +100.0% | 0.00% | – |
| BDSI | New | BIODELIVERY SCIENCES INTL IN | $4,000 | – | 1,045 | +100.0% | 0.00% | – |
| RIDE | New | LORDSTOWN MOTORS CORP | $4,000 | – | 200 | +100.0% | 0.00% | – |
| BLDR | New | BUILDERS FIRSTSOURCE INC | $4,000 | – | 90 | +100.0% | 0.00% | – |
| EVBG | New | EVERBRIDGE INC | $4,000 | – | 25 | +100.0% | 0.00% | – |
| CAH | New | CARDINAL HEALTH INC | $4,000 | – | 84 | +100.0% | 0.00% | – |
| CHGG | New | CHEGG INC | $4,000 | – | 41 | +100.0% | 0.00% | – |
| SYK | New | STRYKER CORPORATION | $4,000 | – | 15 | +100.0% | 0.00% | – |
| FND | New | FLOOR & DECOR HLDGS INCcl a | $4,000 | – | 47 | +100.0% | 0.00% | – |
| WORK | New | SLACK TECHNOLOGIES INC | $4,000 | – | 90 | +100.0% | 0.00% | – |
| WWD | New | WOODWARD INC | $4,000 | – | 37 | +100.0% | 0.00% | – |
| MSI | New | MOTOROLA SOLUTIONS INC | $4,000 | – | 24 | +100.0% | 0.00% | – |
| FRPT | New | FRESHPET INC | $4,000 | – | 27 | +100.0% | 0.00% | – |
| ADM | New | ARCHER DANIELS MIDLAND CO | $4,000 | – | 84 | +100.0% | 0.00% | – |
| CAG | New | CONAGRA BRANDS INC | $4,000 | – | 114 | +100.0% | 0.00% | – |
| GEVO | New | GEVO INC | $4,000 | – | 1,000 | +100.0% | 0.00% | – |
| DBEF | New | DBX ETF TRxtrack msci eafe | $4,000 | – | 118 | +100.0% | 0.00% | – |
| HY | New | HYSTER YALE MATLS HANDLING Icl a | $4,000 | – | 60 | +100.0% | 0.00% | – |
| TWLO | New | TWILIO INCcl a | $4,000 | – | 12 | +100.0% | 0.00% | – |
| ROKU | New | ROKU INC | $4,000 | – | 12 | +100.0% | 0.00% | – |
| KURA | New | KURA ONCOLOGY INC | $2,000 | – | 53 | +100.0% | 0.00% | – |
| PHG | New | KONINKLIJKE PHILIPS N Vny reg sh new | $2,000 | – | 39 | +100.0% | 0.00% | – |
| KOD | New | KODIAK SCIENCES INC | $2,000 | – | 12 | +100.0% | 0.00% | – |
| PFPT | New | PROOFPOINT INC | $2,000 | – | 15 | +100.0% | 0.00% | – |
| PRO | New | PROS HOLDINGS INC | $2,000 | – | 45 | +100.0% | 0.00% | – |
| ONLN | New | PROSHARES TRonline rtl etf | $2,000 | – | 22 | +100.0% | 0.00% | – |
| KNSL | New | KINSALE CAP GROUP INC | $3,000 | – | 14 | +100.0% | 0.00% | – |
| PRLB | New | PROTO LABS INC | $3,000 | – | 19 | +100.0% | 0.00% | – |
| PSTG | New | PURE STORAGE INCcl a | $3,000 | – | 116 | +100.0% | 0.00% | – |
| KLAC | New | KLA CORP | $3,000 | – | 12 | +100.0% | 0.00% | – |
| QTWO | New | Q2 HLDGS INC | $3,000 | – | 25 | +100.0% | 0.00% | – |
| JBT | New | JOHN BEAN TECHNOLOGIES CORP | $3,000 | – | 22 | +100.0% | 0.00% | – |
| DGX | New | QUEST DIAGNOSTICS INC | $2,000 | – | 16 | +100.0% | 0.00% | – |
| RP | New | REALPAGE INC | $3,000 | – | 34 | +100.0% | 0.00% | – |
| LSTR | New | LANDSTAR SYS INC | $3,000 | – | 23 | +100.0% | 0.00% | – |
| MRTX | New | MIRATI THERAPEUTICS INC | $3,000 | – | 12 | +100.0% | 0.00% | – |
| OPTT | New | OCEAN PWR TECHNOLOGIES INC | $3,000 | – | 1,000 | +100.0% | 0.00% | – |
| OMCL | New | OMNICELL COM | $2,000 | – | 19 | +100.0% | 0.00% | – |
| ON | New | ON SEMICONDUCTOR CORP | $3,000 | – | 103 | +100.0% | 0.00% | – |
| MCHP | New | MICROCHIP TECHNOLOGY INC. | $2,000 | – | 16 | +100.0% | 0.00% | – |
| MELI | New | MERCADOLIBRE INC | $3,000 | – | 2 | +100.0% | 0.00% | – |
| OSTK | New | OVERSTOCK COM INC DEL | $2,000 | – | 37 | +100.0% | 0.00% | – |
| PJT | New | PJT PARTNERS INC | $2,000 | – | 32 | +100.0% | 0.00% | – |
| MEDP | New | MEDPACE HLDGS INC | $2,000 | – | 14 | +100.0% | 0.00% | – |
| PACB | New | PACIFIC BIOSCIENCES CALIF IN | $2,000 | – | 96 | +100.0% | 0.00% | – |
| PD | New | PAGERDUTY INC | $3,000 | – | 68 | +100.0% | 0.00% | – |
| HZO | New | MARINEMAX INC | $2,000 | – | 66 | +100.0% | 0.00% | – |
| XLRN | New | ACCELERON PHARMA INC | $2,000 | – | 16 | +100.0% | 0.00% | – |
| MSA | New | MSA SAFETY INC | $2,000 | – | 12 | +100.0% | 0.00% | – |
| PBCT | New | PEOPLES UNITED FINANCIAL INC | $2,000 | – | 150 | +100.0% | 0.00% | – |
| LITE | New | LUMENTUM HLDGS INC | $3,000 | – | 30 | +100.0% | 0.00% | – |
| LECO | New | LINCOLN ELEC HLDGS INC | $2,000 | – | 14 | +100.0% | 0.00% | – |
| TREE | New | LENDINGTREE INC NEW | $2,000 | – | 8 | +100.0% | 0.00% | – |
| LEA | New | LEAR CORP | $2,000 | – | 14 | +100.0% | 0.00% | – |
| LSCC | New | LATTICE SEMICONDUCTOR CORP | $3,000 | – | 69 | +100.0% | 0.00% | – |
| LRCX | New | LAM RESEARCH CORP | $3,000 | – | 6 | +100.0% | 0.00% | – |
| LPLA | New | LPL FINL HLDGS INC | $3,000 | – | 24 | +100.0% | 0.00% | – |
| LHCG | New | LHC GROUP INC | $2,000 | – | 8 | +100.0% | 0.00% | – |
| POOL | New | POOL CORP | $3,000 | – | 9 | +100.0% | 0.00% | – |
| RELX | New | RELX PLCsponsored adr | $2,000 | – | 88 | +100.0% | 0.00% | – |
| RGEN | New | REPLIGEN CORP | $2,000 | – | 10 | +100.0% | 0.00% | – |
| ROP | New | ROPER TECHNOLOGIES INC | $3,000 | – | 6 | +100.0% | 0.00% | – |
| TEL | New | TE CONNECTIVITY LTD | $3,000 | – | 24 | +100.0% | 0.00% | – |
| IXC | New | ISHARES TRglobal energ etf | $2,000 | – | 92 | +100.0% | 0.00% | – |
| RSI | New | RUSH STREET INTERACTIVE INC | $3,000 | – | 148 | +100.0% | 0.00% | – |
| EWG | New | ISHARES INCmsci germany etf | $3,000 | – | 107 | +100.0% | 0.00% | – |
| EWY | New | ISHARES INCmsci sth kor etf | $3,000 | – | 32 | +100.0% | 0.00% | – |
| DWX | New | SPDR INDEX SHS FDSs&p intl etf | $3,000 | – | 80 | +100.0% | 0.00% | – |
| IOVA | New | IOVANCE BIOTHERAPEUTICS INC | $2,000 | – | 39 | +100.0% | 0.00% | – |
| PCY | New | INVESCO EXCH TRADED FD TR IIemrng mkt svrg | $2,000 | – | 86 | +100.0% | 0.00% | – |
| PGX | New | INVESCO EXCH TRADED FD TR IIpfd etf | $3,000 | – | 204 | +100.0% | 0.00% | – |
| RYH | New | INVESCO EXCHANGE TRADED FD Ts&p500 eql hlt | $3,000 | – | 12 | +100.0% | 0.00% | – |
| NTLA | New | INTELLIA THERAPEUTICS INC | $3,000 | – | 47 | +100.0% | 0.00% | – |
| INSP | New | INSPIRE MED SYS INC | $2,000 | – | 10 | +100.0% | 0.00% | – |
| INSM | New | INSMED INC | $2,000 | – | 55 | +100.0% | 0.00% | – |
| ING | New | ING GROEP N.V.sponsored adr | $2,000 | – | 228 | +100.0% | 0.00% | – |
| JNK | New | SPDR SER TRbloomberg brclys | $3,000 | – | 32 | +100.0% | 0.00% | – |
| IRTC | New | IRHYTHM TECHNOLOGIES INC | $2,000 | – | 8 | +100.0% | 0.00% | – |
| SPSM | New | SPDR SER TRportfolio s&p600 | $3,000 | – | 83 | +100.0% | 0.00% | – |
| SABR | New | SABRE CORP | $2,000 | – | 153 | +100.0% | 0.00% | – |
| IAA | New | IAA INC | $2,000 | – | 32 | +100.0% | 0.00% | – |
| FNDE | New | SCHWAB STRATEGIC TRschwb fdt emk lg | $3,000 | – | 123 | +100.0% | 0.00% | – |
| HALO | New | HALOZYME THERAPEUTICS INC | $3,000 | – | 66 | +100.0% | 0.00% | – |
| SCHO | New | SCHWAB STRATEGIC TRsht tm us tres | $2,000 | – | 41 | +100.0% | 0.00% | – |
| HPQ | New | HP INC | $2,000 | – | 98 | +100.0% | 0.00% | – |
| SE | New | SEA LTDsponsord ads | $3,000 | – | 15 | +100.0% | 0.00% | – |
| XLB | New | SELECT SECTOR SPDR TRsbi materials | $2,000 | – | 25 | +100.0% | 0.00% | – |
| GO | New | GROCERY OUTLET HLDG CORP | $2,000 | – | 56 | +100.0% | 0.00% | – |
| GGG | New | GRACO INC | $2,000 | – | 26 | +100.0% | 0.00% | – |
| MLPX | New | GLOBAL X FDSglb x mlp enrg i | $2,000 | – | 92 | +100.0% | 0.00% | – |
| XLF | New | SELECT SECTOR SPDR TRsbi int-finl | $2,000 | – | 75 | +100.0% | 0.00% | – |
| GNUS | New | GENIUS BRANDS INTL INC | $3,000 | – | 2,000 | +100.0% | 0.00% | – |
| SLQT | New | SELECTQUOTE INC | $2,000 | – | 79 | +100.0% | 0.00% | – |
| MCRB | New | SERES THERAPEUTICS INC | $2,000 | – | 73 | +100.0% | 0.00% | – |
| NOW | New | SERVICENOW INC | $2,000 | – | 3 | +100.0% | 0.00% | – |
| SLAB | New | SILICON LABORATORIES INC | $2,000 | – | 13 | +100.0% | 0.00% | – |
| SMPL | New | SIMPLY GOOD FOODS CO | $3,000 | – | 86 | +100.0% | 0.00% | – |
| FSR | New | FISKER INC | $2,000 | – | 150 | +100.0% | 0.00% | – |
| SPLK | New | SPLUNK INC | $3,000 | – | 16 | +100.0% | 0.00% | – |
| EVH | New | EVOLENT HEALTH INCcl a | $2,000 | – | 128 | +100.0% | 0.00% | – |
| SPH | New | SUBURBAN PROPANE PARTNERS Lunit ltd partn | $3,000 | – | 233 | +100.0% | 0.00% | – |
| SUM | New | SUMMIT MATLS INCcl a | $2,000 | – | 98 | +100.0% | 0.00% | – |
| SUMO | New | SUMO LOGIC INC | $2,000 | – | 61 | +100.0% | 0.00% | – |
| EVRI | New | EVERI HLDGS INC | $3,000 | – | 188 | +100.0% | 0.00% | – |
| RUN | New | SUNRUN INC | $3,000 | – | 42 | +100.0% | 0.00% | – |
| ESLT | New | ELBIT SYS LTDord | $2,000 | – | 15 | +100.0% | 0.00% | – |
| EBS | New | EMERGENT BIOSOLUTIONS INC | $2,000 | – | 20 | +100.0% | 0.00% | – |
| TDOC | New | TELADOC HEALTH INC | $3,000 | – | 14 | +100.0% | 0.00% | – |
| EGP | New | EASTGROUP PPTYS INC | $2,000 | – | 14 | +100.0% | 0.00% | – |
| EVOP | New | EVO PMTS INC | $2,000 | – | 75 | +100.0% | 0.00% | – |
| DKNG | New | DRAFTKINGS INC | $3,000 | – | 58 | +100.0% | 0.00% | – |
| DLR | New | DIGITAL RLTY TR INC | $2,000 | – | 14 | +100.0% | 0.00% | – |
| TREX | New | TREX CO INC | $3,000 | – | 38 | +100.0% | 0.00% | – |
| TUP | New | TUPPERWARE BRANDS CORP | $3,000 | – | 100 | +100.0% | 0.00% | – |
| TPTX | New | TURNING POINT THERAPEUTICS I | $3,000 | – | 28 | +100.0% | 0.00% | – |
| IIVI | New | II-VI INC | $3,000 | – | 36 | +100.0% | 0.00% | – |
| TWOU | New | 2U INC | $2,000 | – | 60 | +100.0% | 0.00% | – |
| COR | New | CORESITE RLTY CORP | $2,000 | – | 12 | +100.0% | 0.00% | – |
| CNMD | New | CONMED CORP | $2,000 | – | 18 | +100.0% | 0.00% | – |
| RARE | New | ULTRAGENYX PHARMACEUTICAL IN | $2,000 | – | 12 | +100.0% | 0.00% | – |
| COHR | New | COHERENT INC | $3,000 | – | 18 | +100.0% | 0.00% | – |
| UNIT | New | UNITI GROUP INC | $3,000 | – | 295 | +100.0% | 0.00% | – |
| UEIC | New | UNIVERSAL ELECTRS INC | $3,000 | – | 50 | +100.0% | 0.00% | – |
| BNDX | New | VANGUARD CHARLOTTE FDSintl bd idx etf | $3,000 | – | 58 | +100.0% | 0.00% | – |
| NXPI | New | NXP SEMICONDUCTORS N V | $2,000 | – | 13 | +100.0% | 0.00% | – |
| CBAT | New | CBAK ENERGY TECHNOLOGY INC | $3,000 | – | 500 | +100.0% | 0.00% | – |
| VIS | New | VANGUARD WORLD FDSindustrial etf | $2,000 | – | 10 | +100.0% | 0.00% | – |
| CASY | New | CASEYS GEN STORES INC | $2,000 | – | 10 | +100.0% | 0.00% | – |
| CMD | New | CANTEL MED CORP | $2,000 | – | 20 | +100.0% | 0.00% | – |
| CDNS | New | CADENCE DESIGN SYSTEM INC | $2,000 | – | 15 | +100.0% | 0.00% | – |
| VNQ | New | VANGUARD INDEX FDSreal estate etf | $2,000 | – | 18 | +100.0% | 0.00% | – |
| CCMP | New | CMC MATERIALS INC | $2,000 | – | 16 | +100.0% | 0.00% | – |
| BR | New | BROADRIDGE FINL SOLUTIONS IN | $3,000 | – | 17 | +100.0% | 0.00% | – |
| BCO | New | BRINKS CO | $2,000 | – | 25 | +100.0% | 0.00% | – |
| BBIO | New | BRIDGEBIO PHARMA INC | $2,000 | – | 33 | +100.0% | 0.00% | – |
| VC | New | VISTEON CORP | $2,000 | – | 18 | +100.0% | 0.00% | – |
| SAM | New | BOSTON BEER INCcl a | $3,000 | – | 3 | +100.0% | 0.00% | – |
| BPMC | New | BLUEPRINT MEDICINES CORP | $3,000 | – | 25 | +100.0% | 0.00% | – |
| SAN | New | BANCO SANTANDER S.A.adr | $2,000 | – | 540 | +100.0% | 0.00% | – |
| BIDU | New | BAIDU INCspon adr rep a | $2,000 | – | 8 | +100.0% | 0.00% | – |
| ANSS | New | ANSYS INC | $2,000 | – | 5 | +100.0% | 0.00% | – |
| APH | New | AMPHENOL CORP NEWcl a | $3,000 | – | 20 | +100.0% | 0.00% | – |
| WING | New | WINGSTOP INC | $3,000 | – | 20 | +100.0% | 0.00% | – |
| FOLD | New | AMICUS THERAPEUTICS INC | $3,000 | – | 113 | +100.0% | 0.00% | – |
| AME | New | AMETEK INC | $3,000 | – | 26 | +100.0% | 0.00% | – |
| WKHS | New | WORKHORSE GROUP INC | $2,000 | – | 90 | +100.0% | 0.00% | – |
| AMED | New | AMEDISYS INC | $3,000 | – | 11 | +100.0% | 0.00% | – |
| Z | New | ZILLOW GROUP INCcl c cap stk | $3,000 | – | 24 | +100.0% | 0.00% | – |
| ALB | New | ALBEMARLE CORP | $3,000 | – | 21 | +100.0% | 0.00% | – |
| ZM | New | ZOOM VIDEO COMMUNICATIONS INcl a | $3,000 | – | 8 | +100.0% | 0.00% | – |
| BHVN | New | BIOHAVEN PHARMACTL HLDG CO L | $2,000 | – | 21 | +100.0% | 0.00% | – |
| ACN | New | ACCENTURE PLC IRELAND | $3,000 | – | 13 | +100.0% | 0.00% | – |
| JCI | New | JOHNSON CTLS INTL PLC | $2,000 | – | 36 | +100.0% | 0.00% | – |
| NCLH | New | NORWEGIAN CRUISE LINE HLDG L | $2,000 | – | 91 | +100.0% | 0.00% | – |
| NVRO | New | NEVRO CORP | $2,000 | – | 13 | +100.0% | 0.00% | – |
| NEO | New | NEOGENOMICS INC | $3,000 | – | 62 | +100.0% | 0.00% | – |
| NTRA | New | NATERA INC | $2,000 | – | 19 | +100.0% | 0.00% | – |
| PRU | New | PRUDENTIAL FINL INC | $1,000 | – | 16 | +100.0% | 0.00% | – |
| ADP | New | AUTOMATIC DATA PROCESSING IN | $1,000 | – | 4 | +100.0% | 0.00% | – |
| NSTG | New | NANOSTRING TECHNOLOGIES INC | $1,000 | – | 10 | +100.0% | 0.00% | – |
| BSX | New | BOSTON SCIENTIFIC CORP | $1,000 | – | 29 | +100.0% | 0.00% | – |
| VRTU | New | VIRTUSA CORP | $1,000 | – | 12 | +100.0% | 0.00% | – |
| ZBH | New | ZIMMER BIOMET HOLDINGS INC | $1,000 | – | 4 | +100.0% | 0.00% | – |
| NVAX | New | NOVAVAX INC | $1,000 | – | 5 | +100.0% | 0.00% | – |
| SQQQ | New | PROSHARES TRultrapro sht qqq | $1,000 | – | 94 | +100.0% | 0.00% | – |
| PGNY | New | PROGYNY INC | $1,000 | – | 32 | +100.0% | 0.00% | – |
| EQIX | New | EQUINIX INC | $1,000 | – | 2 | +100.0% | 0.00% | – |
| ENIA | New | ENEL AMERICAS S Asponsored adr | $1,000 | – | 156 | +100.0% | 0.00% | – |
| MS | New | MORGAN STANLEY | $1,000 | – | 15 | +100.0% | 0.00% | – |
| BDX | New | BECTON DICKINSON & CO | $1,000 | – | 2 | +100.0% | 0.00% | – |
| APD | New | AIR PRODS & CHEMS INC | $1,000 | – | 3 | +100.0% | 0.00% | – |
| TROW | New | PRICE T ROWE GROUP INC | $1,000 | – | 5 | +100.0% | 0.00% | – |
| DOCU | New | DOCUSIGN INC | $1,000 | – | 5 | +100.0% | 0.00% | – |
| DDD | New | 3-D SYS CORP DEL | $1,000 | – | 68 | +100.0% | 0.00% | – |
| DRNA | New | DICERNA PHARMACEUTICALS INC | $1,000 | – | 59 | +100.0% | 0.00% | – |
| DAN | New | DANA INC | $1,000 | – | 34 | +100.0% | 0.00% | – |
| CB | New | CHUBB LIMITED | $1,000 | – | 5 | +100.0% | 0.00% | – |
| TRV | New | TRAVELERS COMPANIES INC | $1,000 | – | 4 | +100.0% | 0.00% | – |
| NSC | New | NORFOLK SOUTHN CORP | $1,000 | – | 5 | +100.0% | 0.00% | – |
| PLMR | New | PALOMAR HLDGS INC | $1,000 | – | 16 | +100.0% | 0.00% | – |
| TWST | New | TWIST BIOSCIENCE CORP | $1,000 | – | 5 | +100.0% | 0.00% | – |
| GLW | New | CORNING INC | $1,000 | – | 21 | +100.0% | 0.00% | – |
| ARWR | New | ARROWHEAD PHARMACEUTICALS IN | $1,000 | – | 13 | +100.0% | 0.00% | – |
| ACA | New | ARCOSA INC | $1,000 | – | 10 | +100.0% | 0.00% | – |
| MMC | New | MARSH & MCLENNAN COS INC | $1,000 | – | 7 | +100.0% | 0.00% | – |
| ORA | New | ORMAT TECHNOLOGIES INC | $1,000 | – | 9 | +100.0% | 0.00% | – |
| CMA | New | COMERICA INC | $1,000 | – | 11 | +100.0% | 0.00% | – |
| RF | New | REGIONS FINANCIAL CORP NEW | $1,000 | – | 81 | +100.0% | 0.00% | – |
| NC | New | NACCO INDS INCcl a | $1,000 | – | 50 | +100.0% | 0.00% | – |
| CLF | New | CLEVELAND-CLIFFS INC NEW | $1,000 | – | 100 | +100.0% | 0.00% | – |
| REZI | New | RESIDEO TECHNOLOGIES INC | $1,000 | – | 34 | +100.0% | 0.00% | – |
| ITA | New | ISHARES TRus aer def etf | $1,000 | – | 10 | +100.0% | 0.00% | – |
| ISCV | New | ISHARES TRmrning sm cp etf | $1,000 | – | 8 | +100.0% | 0.00% | – |
| ROK | New | ROCKWELL AUTOMATION INC | $1,000 | – | 3 | +100.0% | 0.00% | – |
| AOA | New | ISHARES TRaggres alloc etf | $1,000 | – | 22 | +100.0% | 0.00% | – |
| CFG | New | CITIZENS FINL GROUP INC | $1,000 | – | 21 | +100.0% | 0.00% | – |
| CTAS | New | CINTAS CORP | $1,000 | – | 3 | +100.0% | 0.00% | – |
| CHA | New | CHINA TELECOM CORP LTD | $1,000 | – | 23 | +100.0% | 0.00% | – |
| EWW | New | ISHARES INCmsci mexico etf | $1,000 | – | 30 | +100.0% | 0.00% | – |
| CHL | New | CHINA MOBILE LIMITEDsponsored adr | $1,000 | – | 32 | +100.0% | 0.00% | – |
| YNDX | New | YANDEX N V | $1,000 | – | 10 | +100.0% | 0.00% | – |
| AMD | New | ADVANCED MICRO DEVICES INC | $1,000 | – | 14 | +100.0% | 0.00% | – |
| IQ | New | IQIYI INCsponsored ads | $1,000 | – | 54 | +100.0% | 0.00% | – |
| VFC | New | V F CORP | $1,000 | – | 7 | +100.0% | 0.00% | – |
| SRVR | New | PACER FDS TRbnchmrk infra | $1,000 | – | 24 | +100.0% | 0.00% | – |
| SSYS | New | STRATASYS LTD | $1,000 | – | 51 | +100.0% | 0.00% | – |
| MOAT | New | VANECK VECTORS ETF TRmorningstar wide | $1,000 | – | 23 | +100.0% | 0.00% | – |
| EMLC | New | VANECK VECTORS ETF TRjp morgan mkts | $1,000 | – | 41 | +100.0% | 0.00% | – |
| CRL | New | CHARLES RIV LABS INTL INC | $1,000 | – | 4 | +100.0% | 0.00% | – |
| CHNG | New | CHANGE HEALTHCARE INC | $1,000 | – | 36 | +100.0% | 0.00% | – |
| MU | New | MICRON TECHNOLOGY INC | $1,000 | – | 17 | +100.0% | 0.00% | – |
| NTES | New | NETEASE INCsponsored ads | $1,000 | – | 6 | +100.0% | 0.00% | – |
| CLLS | New | CELLECTIS S Aspon ads | $1,000 | – | 23 | +100.0% | 0.00% | – |
| ITW | New | ILLINOIS TOOL WKS INC | $1,000 | – | 4 | +100.0% | 0.00% | – |
| ADT | New | ADT INC DEL | $1,000 | – | 75 | +100.0% | 0.00% | – |
| MRVL | New | MARVELL TECHNOLOGY GROUP LTDord | $1,000 | – | 21 | +100.0% | 0.00% | – |
| AMP | New | AMERIPRISE FINL INC | $1,000 | – | 4 | +100.0% | 0.00% | – |
| JKS | New | JINKOSOLAR HLDG CO LTDsponsored adr | $1,000 | – | 9 | +100.0% | 0.00% | – |
| HUYA | New | HUYA INC | $1,000 | – | 38 | +100.0% | 0.00% | – |
| HMC | New | HONDA MOTOR LTD | $1,000 | – | 26 | +100.0% | 0.00% | – |
| HXL | New | HEXCEL CORP NEW | $1,000 | – | 13 | +100.0% | 0.00% | – |
| HSY | New | HERSHEY CO | $1,000 | – | 6 | +100.0% | 0.00% | – |
| CWST | New | CASELLA WASTE SYS INCcl a | $1,000 | – | 19 | +100.0% | 0.00% | – |
| CRS | New | CARPENTER TECHNOLOGY CORP | $1,000 | – | 47 | +100.0% | 0.00% | – |
| PTC | New | PTC INC | $1,000 | – | 5 | +100.0% | 0.00% | – |
| OXYWS | New | OCCIDENTAL PETE CORPw exp 08/03/202 | $1,000 | – | 87 | +100.0% | 0.00% | – |
| SGEN | New | SEAGEN INC | $1,000 | – | 5 | +100.0% | 0.00% | – |
| CAMP | New | CALAMP CORP | $1,000 | – | 114 | +100.0% | 0.00% | – |
| GILD | New | GILEAD SCIENCES INC | $1,000 | – | 18 | +100.0% | 0.00% | – |
| QD | New | QUDIAN INCadr | $1,000 | – | 420 | +100.0% | 0.00% | – |
| XLNX | New | XILINX INC | $1,000 | – | 5 | +100.0% | 0.00% | – |
| SRE | New | SEMPRA ENERGY | $1,000 | – | 5 | +100.0% | 0.00% | – |
| PTCT | New | PTC THERAPEUTICS INC | $1,000 | – | 18 | +100.0% | 0.00% | – |
| GRMN | New | GARMIN LTD | $1,000 | – | 12 | +100.0% | 0.00% | – |
| APTV | New | APTIV PLC | $1,000 | – | 5 | +100.0% | 0.00% | – |
| FOSL | New | FOSSIL GROUP INC | $1,000 | – | 73 | +100.0% | 0.00% | – |
| BMYRT | New | BRISTOL-MYERS SQUIBB COright 99/99/9999 | $1,000 | – | 800 | +100.0% | 0.00% | – |
| FBHS | New | FORTUNE BRANDS HOME & SEC IN | $1,000 | – | 9 | +100.0% | 0.00% | – |
| KRTX | New | KARUNA THERAPEUTICS INC | $1,000 | – | 5 | +100.0% | 0.00% | – |
| SNAP | New | SNAP INCcl a | $1,000 | – | 15 | +100.0% | 0.00% | – |
| SOHU | New | SOHU COM LTDsponsored ads | $1,000 | – | 42 | +100.0% | 0.00% | – |
| ATI | New | ALLEGHENY TECHNOLOGIES INC | $1,000 | – | 57 | +100.0% | 0.00% | – |
| FSLR | New | FIRST SOLAR INC | $1,000 | – | 12 | +100.0% | 0.00% | – |
| FUTY | New | FIDELITY COVINGTON TRUSTmsci utils index | $1,000 | – | 31 | +100.0% | 0.00% | – |
| VCYT | New | VERACYTE INC | $1,000 | – | 15 | +100.0% | 0.00% | – |
| STM | New | STMICROELECTRONICS N Vny registry | $1,000 | – | 31 | +100.0% | 0.00% | – |
| CYRX | New | CRYOPORT INC | $1,000 | – | 24 | +100.0% | 0.00% | – |
| MNRL | New | BRIGHAM MINERALS INC | $1,000 | – | 67 | +100.0% | 0.00% | – |
| WPG | New | WASHINGTON PRIME GROUP NEW | $0 | – | 23 | +100.0% | 0.00% | – |
| VREX | New | VAREX IMAGING CORP | $0 | – | 4 | +100.0% | 0.00% | – |
| CPB | New | CAMPBELL SOUP CO | $0 | – | 1 | +100.0% | 0.00% | – |
| ACB | New | AURORA CANNABIS INC | $0 | – | 6 | +100.0% | 0.00% | – |
| ATRC | New | ATRICURE INC | $0 | – | 8 | +100.0% | 0.00% | – |
| VOD | New | VODAFONE GROUP PLC NEWsponsored adr | $0 | – | 4 | +100.0% | 0.00% | – |
| USAS | New | AMERICAS GOLD AND SILVER COR | $0 | – | 39 | +100.0% | 0.00% | – |
| New | ORGANIGRAM HLDGS INC | $0 | – | 199 | +100.0% | 0.00% | – | |
| THR | New | THERMON GROUP HLDGS INC | $0 | – | 4 | +100.0% | 0.00% | – |
| AIGWS | New | AMERICAN INTL GROUP INCw exp 01/19/202 | $0 | – | 2 | +100.0% | 0.00% | – |
| MTLS | New | MATERIALISE NVsponsored ads | $0 | – | 9 | +100.0% | 0.00% | – |
| HEXO | New | HEXO CORP | $0 | – | 45 | +100.0% | 0.00% | – |
| CTIC | New | CTI BIOPHARMA CORP | $0 | – | 9 | +100.0% | 0.00% | – |
| FLIR | New | FLIR SYS INC | $0 | – | 11 | +100.0% | 0.00% | – |
| BHF | New | BRIGHTHOUSE FINL INC | $0 | – | 2 | +100.0% | 0.00% | – |
| KMI | New | KINDER MORGAN INC DEL | $0 | – | 2 | +100.0% | 0.00% | – |
| BRKR | New | BRUKER CORP | $0 | – | 9 | +100.0% | 0.00% | – |
| CONE | New | CYRUSONE INC | $0 | – | 6 | +100.0% | 0.00% | – |
| CGC | New | CANOPY GROWTH CORP | $0 | – | 19 | +100.0% | 0.00% | – |
| WAB | New | WABTEC | $0 | – | 1 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-16
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 12 | Q3 2023 | 13.9% |
| VANGUARD SCOTTSDALE FDS | 12 | Q3 2023 | 16.1% |
| WISDOMTREE TR | 12 | Q3 2023 | 34.0% |
| SPDR INDEX SHS FDS | 12 | Q3 2023 | 6.5% |
| ISHARES TR | 12 | Q3 2023 | 6.4% |
| SPDR SER TR | 12 | Q3 2023 | 6.3% |
| SPDR SER TR | 12 | Q3 2023 | 5.6% |
| VANGUARD SCOTTSDALE FDS | 12 | Q3 2023 | 5.9% |
| SCHWAB STRATEGIC TR | 12 | Q3 2023 | 4.0% |
| APPLE INC | 12 | Q3 2023 | 2.8% |
View Concord Wealth Partners's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-06 |
| 13F-HR | 2023-10-25 |
| 13F-HR | 2023-08-08 |
| 13F-HR | 2023-04-26 |
| 13F-HR | 2023-01-30 |
| 13F-HR | 2022-11-10 |
| 13F-HR | 2022-08-04 |
| 13F-HR | 2022-04-20 |
| 13F-HR | 2022-01-21 |
| 13F-HR | 2021-11-09 |
View Concord Wealth Partners'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.