$390 Million is the total value of SOA Wealth Advisors, LLC.'s 996 reported holdings in Q3 2021. The portfolio turnover from Q2 2021 to Q3 2021 was 23.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Buy | APPLE INC COMstock | $40,406,000 | +6.0% | 285,560 | +2.6% | 10.35% | +5.7% |
| VOO | Sell | VANGUARD S&P 500 ETFetf | $19,490,000 | -0.5% | 49,419 | -0.8% | 4.99% | -0.8% |
| ARKK | Sell | ARK INNOVATION ETFetf | $18,647,000 | -15.6% | 168,711 | -0.1% | 4.78% | -15.9% |
| AMZN | Buy | AMAZON COM INC COMstock | $14,503,000 | -3.1% | 4,415 | +1.5% | 3.72% | -3.3% |
| IWY | Buy | ISHARES RUSSELL TOP 200 GROWTH ETFetf | $13,067,000 | +3.6% | 85,591 | +2.2% | 3.35% | +3.3% |
| MSFT | Buy | MICROSOFT CORP COMstock | $11,628,000 | +9.2% | 41,248 | +5.0% | 2.98% | +8.9% |
| DVY | Buy | ISHARES SELECT DIVIDEND ETFetf | $9,491,000 | +4.9% | 82,736 | +6.7% | 2.43% | +4.6% |
| ESGD | Buy | ISHARES MSCI EAFE ESG SELECT ETFetf | $9,189,000 | +0.9% | 117,241 | +1.7% | 2.35% | +0.6% |
| IWF | Sell | ISHARES RUSSELL 1000 GROWTH ETFetf | $7,480,000 | +0.2% | 27,298 | -0.8% | 1.92% | -0.2% |
| GOOGL | Buy | ALPHABET INC CAP STK CL Astock | $7,076,000 | +16.8% | 2,647 | +6.7% | 1.81% | +16.4% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DEL CL B NEWstock | $6,694,000 | +0.9% | 24,528 | +2.7% | 1.72% | +0.6% |
| IJR | Buy | ISHARES S&P SMALL-CAP FUNDetf | $6,611,000 | -2.4% | 60,553 | +1.0% | 1.69% | -2.6% |
| IJT | Buy | ISHARES S&P SMALL-CAP 600 GROWTH ETFetf | $6,194,000 | +17.5% | 47,638 | +19.9% | 1.59% | +17.2% |
| ARKW | Sell | ARK NEXT GENERATION INTERNET ETFetf | $6,174,000 | -11.7% | 44,460 | -2.1% | 1.58% | -12.0% |
| DSI | Sell | ISHARES MSCI KLD 400 SOCIAL ETFetf | $6,134,000 | -2.9% | 73,718 | -3.3% | 1.57% | -3.1% |
| NVDA | Buy | NVIDIA CORPORATION COMstock | $5,813,000 | +10.6% | 28,063 | +327.2% | 1.49% | +10.2% |
| IYR | Buy | ISHARES U.S. REAL ESTATE ETFetf | $5,536,000 | +2.7% | 54,072 | +2.3% | 1.42% | +2.4% |
| ARKG | Sell | ARK GENOMIC REVOLUTION ETFetf | $5,369,000 | -21.2% | 71,858 | -2.4% | 1.38% | -21.4% |
| IJH | Sell | ISHARES S&P MIDCAP FUNDetf | $5,219,000 | -3.4% | 19,841 | -1.3% | 1.34% | -3.7% |
| DIS | Buy | DISNEY WALT CO COMstock | $4,818,000 | -3.6% | 28,481 | +0.2% | 1.23% | -3.9% |
| IJK | Buy | ISHARES S&P MID-CAP 400 GROWTH ETFetf | $4,650,000 | +38.9% | 58,720 | +42.0% | 1.19% | +38.5% |
| IJS | Buy | ISHARES S&P SMALL-CAP 600 VALUE ETFetf | $4,636,000 | -3.4% | 46,055 | +1.2% | 1.19% | -3.6% |
| ARKQ | Sell | ARK AUTONOMOUS TECHNOLOGY & ROBOTICS ETFetf | $4,044,000 | -11.3% | 51,821 | -2.0% | 1.04% | -11.5% |
| NKE | Buy | NIKE INC CL Bstock | $4,019,000 | -5.6% | 27,674 | +0.4% | 1.03% | -5.9% |
| WPC | Buy | WP CAREY INC COMreit | $3,836,000 | -1.4% | 52,529 | +0.7% | 0.98% | -1.7% |
| VOE | Buy | VANGUARD MID-CAP VALUE INDEX FUNDetf | $3,819,000 | +42.7% | 27,359 | +43.6% | 0.98% | +42.2% |
| IEMG | Sell | ISHARES CORE MSCI EMERGING MARKETS ETFetf | $3,800,000 | -8.8% | 61,540 | -1.1% | 0.97% | -9.1% |
| JPM | Buy | JPMORGAN CHASE & CO COMstock | $3,797,000 | +5.4% | 23,197 | +0.2% | 0.97% | +5.1% |
| QQQ | Buy | INVESCO QQQ TRUSTetf | $3,772,000 | +8.2% | 10,539 | +7.1% | 0.97% | +7.8% |
| DGRO | Sell | ISHARES CORE DIVIDEND GROWTH ETFetf | $3,678,000 | -4.2% | 73,222 | -3.9% | 0.94% | -4.5% |
| EFG | Sell | ISHARES MSCI EAFE GROWTH ETFetf | $3,634,000 | -5.0% | 34,138 | -4.3% | 0.93% | -5.3% |
| PYPL | Buy | PAYPAL HLDGS INC COMstock | $3,613,000 | -4.1% | 13,888 | +7.4% | 0.93% | -4.3% |
| VO | Buy | VANGUARD MID-CAP INDEX FUNDetf | $3,513,000 | +0.3% | 14,839 | +0.5% | 0.90% | 0.0% |
| VB | Sell | VANGUARD SMALL-CAP INDEX FUNDetf | $3,491,000 | -3.7% | 15,967 | -0.8% | 0.89% | -4.1% |
| FNDF | Buy | SCHWAB FUNDAMENTAL INTERNATIONAL LARGE COMPANY INDEX ETFetf | $3,443,000 | +17.4% | 104,893 | +19.0% | 0.88% | +17.1% |
| VUG | Sell | VANGUARD GROWTH INDEX FUNDetf | $3,425,000 | +1.1% | 11,803 | -0.1% | 0.88% | +0.8% |
| VBR | Sell | VANGUARD SMALL-CAP VALUE INDEX FUNDetf | $3,060,000 | -15.1% | 18,081 | -12.9% | 0.78% | -15.3% |
| IWD | Buy | ISHARES RUSSELL 1000 VALUE ETFetf | $3,037,000 | -0.8% | 19,405 | +0.5% | 0.78% | -1.1% |
| BRKA | BERKSHIRE HATHAWAY INC DEL CL Astock | $2,879,000 | -1.7% | 7 | 0.0% | 0.74% | -2.0% | |
| VOT | Buy | VANGUARD MID-CAP GROWTH INDEX FUNDetf | $2,751,000 | +1.7% | 11,644 | +1.8% | 0.70% | +1.4% |
| VTV | Buy | VANGUARD VALUE INDEX FUNDetf | $2,586,000 | -1.4% | 19,104 | +0.1% | 0.66% | -1.6% |
| IVV | Buy | ISHARES CORE S&P 500 ETFetf | $2,540,000 | +12.8% | 5,898 | +12.6% | 0.65% | +12.6% |
| ORCL | Buy | ORACLE CORP COMstock | $2,456,000 | +18.5% | 28,196 | +5.9% | 0.63% | +18.2% |
| SUSA | Buy | ISHARES MSCI USA ESG SELECT ETFetf | $2,318,000 | +21.5% | 24,162 | +21.0% | 0.59% | +21.2% |
| MCD | Sell | MCDONALDS CORP COMstock | $2,307,000 | -1.2% | 9,570 | -5.4% | 0.59% | -1.5% |
| NEE | Buy | NEXTERA ENERGY INC COMstock | $2,267,000 | +20.8% | 28,875 | +12.7% | 0.58% | +20.5% |
| AMP | Buy | AMERIPRISE FINL INC COMstock | $2,263,000 | +13.0% | 8,568 | +6.5% | 0.58% | +12.8% |
| CSCO | Sell | CISCO SYS INC COMstock | $2,193,000 | +0.6% | 40,304 | -2.1% | 0.56% | +0.4% |
| SPY | Sell | SPDR S&P 500 ETFetf | $2,116,000 | -4.1% | 4,931 | -4.3% | 0.54% | -4.4% |
| MDY | Sell | SPDR S&P MIDCAP 400 ETFetf | $1,732,000 | -3.8% | 3,602 | -1.8% | 0.44% | -4.1% |
| TSLA | Buy | TESLA INC COMstock | $1,685,000 | +14.2% | 2,174 | +0.1% | 0.43% | +14.0% |
| ED | Buy | CONSOLIDATED EDISON INC COMstock | $1,647,000 | +1.4% | 22,699 | +0.1% | 0.42% | +1.0% |
| UPS | Buy | UNITED PARCEL SERVICE INC CL Bstock | $1,581,000 | -11.9% | 8,683 | +0.6% | 0.40% | -12.1% |
| JNJ | Buy | JOHNSON & JOHNSON COMstock | $1,533,000 | +3.9% | 9,497 | +6.0% | 0.39% | +3.7% |
| IJJ | Sell | ISHARES S&P MID-CAP 400 VALUE ETFetf | $1,491,000 | -5.1% | 14,476 | -2.9% | 0.38% | -5.4% |
| ZM | Sell | ZOOM VIDEO COMMUNICATIONS INC CL Astock | $1,475,000 | -34.9% | 5,641 | -3.6% | 0.38% | -35.1% |
| CYBR | Sell | CYBERARK SOFTWARE LTD SHSstock | $1,403,000 | +1.9% | 8,895 | -15.9% | 0.36% | +1.4% |
| PHB | Sell | INVESCO FUNDAMENTAL HIGH YIELD CORPORATE BOND ETFetf | $1,397,000 | -5.5% | 71,721 | -5.2% | 0.36% | -5.8% |
| NFLX | Sell | NETFLIX INC COMstock | $1,292,000 | +15.5% | 2,118 | -0.0% | 0.33% | +14.9% |
| AXP | Buy | AMERICAN EXPRESS CO COMstock | $1,285,000 | +1.5% | 7,673 | +0.1% | 0.33% | +1.2% |
| EEM | Sell | ISHARES MSCI EMERGING MARKETS ETFetf | $1,265,000 | -14.3% | 25,116 | -6.2% | 0.32% | -14.5% |
| FB | Sell | FACEBOOK INC CL Astock | $1,261,000 | -3.1% | 3,718 | -0.6% | 0.32% | -3.3% |
| HDV | ISHARES CORE HIGH DIVIDEND ETFetf | $1,211,000 | -2.4% | 12,857 | 0.0% | 0.31% | -2.8% | |
| IWO | Buy | ISHARES RUSSELL 2000 GROWTH ETFetf | $1,077,000 | +6.8% | 3,671 | +13.5% | 0.28% | +6.6% |
| IYH | Sell | ISHARES U.S. HEALTHCARE ETFetf | $1,056,000 | +1.1% | 3,828 | -0.1% | 0.27% | +0.7% |
| VGT | Sell | VANGUARD INFORMATION TECHNOLOGY INDEX FUNDetf | $983,000 | -2.3% | 2,451 | -2.9% | 0.25% | -2.7% |
| HD | Buy | HOME DEPOT INC COMstock | $949,000 | +49.0% | 2,892 | +44.7% | 0.24% | +48.2% |
| IVE | ISHARES S&P 500 VALUE ETFetf | $879,000 | -1.5% | 6,048 | 0.0% | 0.22% | -1.7% | |
| ARKF | Buy | ARK FINTECH INNOVATION ETFetf | $877,000 | -7.3% | 17,775 | +1.6% | 0.22% | -7.4% |
| SOCL | GLOBAL X SOCIAL MEDIA INDEX FUNDetf | $868,000 | -15.8% | 14,244 | 0.0% | 0.22% | -16.2% | |
| EVA | Buy | ENVIVA PARTNERS LP COM UNITstock | $842,000 | +33.0% | 15,585 | +29.0% | 0.22% | +32.5% |
| EL | LAUDER ESTEE COS INC CL Astock | $826,000 | -5.7% | 2,757 | 0.0% | 0.21% | -5.8% | |
| EFV | Sell | ISHARES MSCI EAFE VALUE ETFetf | $801,000 | -12.2% | 15,752 | -10.6% | 0.20% | -12.4% |
| PG | Buy | PROCTER AND GAMBLE CO COMstock | $790,000 | +8.2% | 5,651 | +4.4% | 0.20% | +7.4% |
| BAC | Buy | BK OF AMERICA CORP COMstock | $777,000 | +2.9% | 18,324 | +0.0% | 0.20% | +2.6% |
| BA | Sell | BOEING CO COMstock | $774,000 | -19.6% | 3,521 | -12.4% | 0.20% | -19.8% |
| XLF | Buy | FINANCIAL SELECT SECTOR SPDR FUNDetf | $718,000 | +3.9% | 19,153 | +1.7% | 0.18% | +3.4% |
| CRM | Buy | SALESFORCE COM INC COMstock | $713,000 | +11.1% | 2,631 | +0.0% | 0.18% | +10.9% |
| GWW | Buy | GRAINGER W W INC COMstock | $705,000 | +36.1% | 1,796 | +51.7% | 0.18% | +36.1% |
| CVX | Sell | CHEVRON CORP NEW COMstock | $699,000 | -4.4% | 6,897 | -1.2% | 0.18% | -4.8% |
| BEEM | Buy | BEAM GLOBAL COMstock | $681,000 | -4.8% | 24,886 | +33.2% | 0.17% | -5.4% |
| MRK | Buy | MERCK & CO INC COMstock | $676,000 | -2.9% | 9,003 | +0.6% | 0.17% | -3.4% |
| PEP | Buy | PEPSICO INC COMstock | $652,000 | +2.7% | 4,336 | +1.1% | 0.17% | +2.5% |
| PFE | Buy | PFIZER INC COMstock | $626,000 | +27.8% | 14,557 | +16.1% | 0.16% | +27.0% |
| VZ | Buy | VERIZON COMMUNICATIONS INC COMstock | $619,000 | 0.0% | 11,478 | +3.9% | 0.16% | 0.0% |
| OSK | Buy | OSHKOSH CORP COMstock | $604,000 | +12.7% | 5,903 | +37.1% | 0.16% | +12.3% |
| EFA | Sell | ISHARES MSCI EAFE ETFetf | $596,000 | -6.1% | 7,642 | -5.1% | 0.15% | -6.1% |
| V | Sell | VISA INC COM CL Astock | $583,000 | -4.9% | 2,617 | -0.2% | 0.15% | -5.7% |
| AMD | Buy | ADVANCED MICRO DEVICES INC COMstock | $562,000 | +12.6% | 5,467 | +2.8% | 0.14% | +12.5% |
| IWB | Sell | ISHARES RUSSELL 1000 ETFetf | $550,000 | -6.5% | 2,275 | -6.3% | 0.14% | -6.6% |
| VYM | Buy | VANGUARD HIGH DIVIDEND YIELD ETFetf | $546,000 | -1.1% | 5,285 | +0.3% | 0.14% | -1.4% |
| TXN | Sell | TEXAS INSTRS INC COMstock | $532,000 | -0.9% | 2,770 | -0.9% | 0.14% | -1.4% |
| GOOG | Buy | ALPHABET INC CAP STK CL Cstock | $527,000 | +6.9% | 198 | +0.5% | 0.14% | +6.3% |
| IWM | Buy | ISHARES RUSSELL 2000 ETFetf | $523,000 | -0.2% | 2,394 | +4.7% | 0.13% | -0.7% |
| VTEB | Sell | VANGUARD TAX-EXEMPT BOND ETFetf | $514,000 | -24.5% | 9,395 | -23.8% | 0.13% | -24.6% |
| DOL | Sell | WISDOMTREE INTERNATIONAL LARGECAP DIVIDEND FUNDetf | $510,000 | -39.1% | 10,728 | -36.8% | 0.13% | -39.1% |
| KXI | ISHARES GLOBAL CONSUMER STAPLES ETFetf | $513,000 | -1.9% | 8,558 | 0.0% | 0.13% | -2.2% | |
| T | Buy | AT&T INC COMstock | $504,000 | -2.9% | 18,673 | +3.5% | 0.13% | -3.0% |
| AIEQ | Buy | AI POWERED EQUITY ETFetf | $500,000 | +0.4% | 12,138 | +1.0% | 0.13% | 0.0% |
| AGG | Sell | ISHARES CORE U.S. AGGREGATE BOND ETFetf | $495,000 | -2.0% | 4,311 | -1.7% | 0.13% | -2.3% |
| INTC | Buy | INTEL CORP COMstock | $496,000 | -4.8% | 9,324 | +0.4% | 0.13% | -5.2% |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC COMstock | $477,000 | +88.5% | 835 | +66.0% | 0.12% | +87.7% |
| VCSH | Sell | VANGUARD SHORT-TERM CORPORATE BOND INDEX FUNDetf | $478,000 | -2.6% | 5,805 | -2.3% | 0.12% | -3.2% |
| LRCX | Buy | LAM RESEARCH CORP COMstock | $468,000 | -11.9% | 822 | +0.7% | 0.12% | -11.8% |
| VBK | VANGUARD SMALL-CAP GROWTH INDEX FUNDetf | $463,000 | -3.3% | 1,654 | 0.0% | 0.12% | -3.3% | |
| WPS | Sell | ISHARES INTERNATIONAL DEVELOPED PROPERTY ETFetf | $455,000 | -8.8% | 12,292 | -5.8% | 0.12% | -8.6% |
| BABA | Sell | ALIBABA GROUP HLDG LTD SPONSORED ADSadr | $453,000 | -40.9% | 3,062 | -9.5% | 0.12% | -41.1% |
| COR | Sell | CORESITE RLTY CORP COMreit | $441,000 | -1.8% | 3,190 | -4.5% | 0.11% | -1.7% |
| IWR | Buy | ISHARES RUSSELL MID-CAP ETFetf | $440,000 | +28.3% | 5,634 | +30.1% | 0.11% | +28.4% |
| KO | Buy | COCA COLA CO COMstock | $433,000 | -2.9% | 8,260 | +0.2% | 0.11% | -3.5% |
| SBUX | Sell | STARBUCKS CORP COMstock | $420,000 | -6.0% | 3,811 | -4.8% | 0.11% | -6.1% |
| WMT | Buy | WALMART INC COMstock | $408,000 | -1.0% | 2,931 | +0.2% | 0.10% | -0.9% |
| IPG | INTERPUBLIC GROUP COS INC COMstock | $411,000 | +12.9% | 11,218 | 0.0% | 0.10% | +11.7% | |
| SWKS | Sell | SKYWORKS SOLUTIONS INC COMstock | $405,000 | -18.5% | 2,460 | -5.2% | 0.10% | -18.8% |
| ATAX | Sell | AMERICA FIRST MULTIFAMILY INVS BEN UNIT CTFstock | $395,000 | -27.7% | 66,353 | -18.2% | 0.10% | -27.9% |
| LQD | Sell | ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETFetf | $377,000 | -2.1% | 2,834 | -1.3% | 0.10% | -2.0% |
| UNH | Buy | UNITEDHEALTH GROUP INC COMstock | $375,000 | -2.1% | 960 | +0.2% | 0.10% | -2.0% |
| LMT | Sell | LOCKHEED MARTIN CORP COMstock | $372,000 | -13.9% | 1,078 | -5.7% | 0.10% | -14.4% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS COMstock | $366,000 | -4.4% | 2,639 | +0.8% | 0.09% | -4.1% |
| IYF | Buy | ISHARES U.S. FINANCIALS ETFetf | $362,000 | +8.7% | 4,387 | +6.6% | 0.09% | +8.1% |
| AWF | Sell | ALLIANCEBERNSTEIN GLOBAL HIGH COMcef | $360,000 | -13.5% | 29,350 | -11.9% | 0.09% | -14.0% |
| ADBE | Buy | ADOBE SYSTEMS INCORPORATED COMstock | $361,000 | -1.4% | 628 | +0.3% | 0.09% | -2.1% |
| XOM | Buy | EXXON MOBIL CORP COMstock | $350,000 | -6.4% | 5,954 | +0.3% | 0.09% | -6.2% |
| BND | Buy | VANGUARD TOTAL BOND MARKET INDEX FUNDetf | $350,000 | +33.6% | 4,099 | +34.0% | 0.09% | +34.3% |
| IYW | ISHARES U.S. TECHNOLOGY ETFetf | $336,000 | +1.8% | 3,324 | 0.0% | 0.09% | +1.2% | |
| TGT | Buy | TARGET CORP COMstock | $332,000 | -3.5% | 1,453 | +2.0% | 0.08% | -3.4% |
| WDAY | Buy | WORKDAY INC CL Astock | $312,000 | +31.1% | 1,250 | +25.0% | 0.08% | +31.1% |
| BX | Buy | BLACKSTONE INC COMstock | $314,000 | +45.4% | 2,705 | +21.4% | 0.08% | +42.9% |
| UNP | Sell | UNION PAC CORP COMstock | $310,000 | -13.4% | 1,583 | -2.8% | 0.08% | -14.1% |
| XLP | Buy | CONSUMER STAPLES SELECT SECTOR SPDR FUNDetf | $301,000 | -1.0% | 4,378 | +0.6% | 0.08% | -1.3% |
| AOM | Buy | ISHARES MODERATE ALLOCATION FUNDetf | $290,000 | -0.7% | 6,495 | +0.2% | 0.07% | -1.3% |
| YUM | Sell | YUM BRANDS INC COMstock | $280,000 | +4.1% | 2,292 | -2.2% | 0.07% | +4.3% |
| MMC | Buy | MARSH & MCLENNAN COS INC COMstock | $279,000 | +8.1% | 1,847 | +0.5% | 0.07% | +7.6% |
| CMCSA | Buy | COMCAST CORP NEW CL Astock | $276,000 | -1.8% | 4,937 | +0.1% | 0.07% | -1.4% |
| BKNG | Sell | BOOKING HOLDINGS INC COMstock | $261,000 | +4.8% | 110 | -3.5% | 0.07% | +4.7% |
| TIP | Buy | ISHARES TIPS BOND ETFetf | $252,000 | +12.0% | 1,977 | +12.3% | 0.06% | +12.1% |
| ABBV | Buy | ABBVIE INC COMstock | $241,000 | -4.0% | 2,234 | +0.2% | 0.06% | -3.1% |
| IEFA | Sell | ISHARES CORE MSCI EAFE ETFetf | $230,000 | -7.6% | 3,104 | -6.9% | 0.06% | -7.8% |
| PBD | Buy | INVESCO GLOBAL CLEAN ENERGY ETFetf | $230,000 | -9.8% | 8,257 | +0.0% | 0.06% | -10.6% |
| DHR | Buy | DANAHER CORPORATION COMstock | $230,000 | +14.4% | 756 | +0.9% | 0.06% | +13.5% |
| PPA | Buy | INVESCO AEROSPACE & DEFENSE ETFetf | $231,000 | -4.1% | 3,213 | +0.2% | 0.06% | -4.8% |
| CVS | Buy | CVS HEALTH CORP COMstock | $229,000 | +2.2% | 2,699 | +0.2% | 0.06% | +1.7% |
| BME | BLACKROCK HEALTH SCIENCES TR COMcef | $232,000 | -1.7% | 4,869 | 0.0% | 0.06% | -3.3% | |
| CL | Buy | COLGATE PALMOLIVE CO COMstock | $228,000 | -6.9% | 3,029 | +0.3% | 0.06% | -7.9% |
| HELE | New | HELEN OF TROY LTD COMstock | $224,000 | – | 1,000 | +100.0% | 0.06% | – |
| EPD | Sell | ENTERPRISE PRODS PARTNERS L P COMstock | $216,000 | -23.9% | 9,996 | -15.1% | 0.06% | -24.7% |
| BBY | Buy | BEST BUY INC COMstock | $213,000 | +14.5% | 2,022 | +24.7% | 0.06% | +14.6% |
| PKB | Buy | INVESCO DYNAMIC BUILDING & CONSTRUCTION ETFetf | $213,000 | +21.7% | 4,509 | +27.5% | 0.06% | +22.2% |
| DEO | Buy | DIAGEO PLC SPON ADR NEWadr | $215,000 | +0.5% | 1,118 | +0.2% | 0.06% | 0.0% |
| GS | Buy | GOLDMAN SACHS GROUP INC COMstock | $213,000 | +5.4% | 564 | +5.6% | 0.06% | +5.8% |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO COMstock | $207,000 | +25.5% | 3,509 | +41.7% | 0.05% | +26.2% |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADSadr | $206,000 | -7.2% | 1,850 | 0.0% | 0.05% | -7.0% | |
| INTU | Sell | INTUIT COMstock | $202,000 | +9.8% | 375 | -0.3% | 0.05% | +10.6% |
| MRNA | Buy | MODERNA INC COMstock | $200,000 | +700.0% | 521 | +373.6% | 0.05% | +750.0% |
| IWN | Sell | ISHARES RUSSELL 2000 VALUE ETFetf | $199,000 | -23.8% | 1,241 | -21.4% | 0.05% | -23.9% |
| POOL | Buy | POOL CORP COMstock | $198,000 | -4.8% | 456 | +0.2% | 0.05% | -3.8% |
| STAG | STAG INDL INC COMreit | $197,000 | +5.3% | 5,020 | 0.0% | 0.05% | +4.2% | |
| ADI | Buy | ANALOG DEVICES INC COMstock | $194,000 | – | 1,161 | +38600.0% | 0.05% | – |
| HON | Buy | HONEYWELL INTL INC COMstock | $193,000 | -2.0% | 913 | +1.4% | 0.05% | -3.9% |
| PIO | Buy | INVESCO GLOBAL WATER ETFetf | $188,000 | 0.0% | 4,749 | +0.1% | 0.05% | 0.0% |
| QCOM | Sell | QUALCOMM INC COMstock | $186,000 | -18.4% | 1,443 | -9.6% | 0.05% | -18.6% |
| MMM | Buy | 3M CO COMstock | $183,000 | -11.6% | 1,047 | +0.5% | 0.05% | -11.3% |
| ILCG | ISHARES MORNINGSTAR GROWTH ETFetf | $177,000 | +1.7% | 2,700 | 0.0% | 0.04% | 0.0% | |
| TECH | BIO-TECHNE CORP COMstock | $177,000 | +7.3% | 367 | 0.0% | 0.04% | +7.1% | |
| IBB | Buy | ISHARES BIOTECHNOLOGY FUNDetf | $175,000 | +22.4% | 1,088 | +23.9% | 0.04% | +21.6% |
| INFO | Buy | IHS MARKIT LTD SHSstock | $173,000 | +3.6% | 1,489 | +0.2% | 0.04% | +2.3% |
| HQH | TEKLA HEALTHCARE INVS SH BEN INTcef | $168,000 | -0.6% | 6,600 | 0.0% | 0.04% | 0.0% | |
| SHY | Buy | ISHARES 1-3 YEAR TREASURY BOND ETFetf | $167,000 | 0.0% | 1,942 | +0.1% | 0.04% | 0.0% |
| LOW | LOWES COS INC COMstock | $164,000 | +4.5% | 812 | 0.0% | 0.04% | +5.0% | |
| DDM | PROSHARES ULTRA DOW 30etf | $164,000 | -3.5% | 2,370 | 0.0% | 0.04% | -4.5% | |
| DIM | Buy | WISDOMTREE INTERNATIONAL MIDCAP DIVIDEND FUNDetf | $163,000 | +4.5% | 2,447 | +6.3% | 0.04% | +5.0% |
| AAL | Buy | AMERICAN AIRLS GROUP INC COMstock | $165,000 | -1.2% | 8,042 | +1.7% | 0.04% | -2.3% |
| ALGN | Buy | ALIGN TECHNOLOGY INC COMstock | $161,000 | +53.3% | 243 | +40.5% | 0.04% | +51.9% |
| CI | Buy | CIGNA CORP NEW COMstock | $159,000 | -14.5% | 795 | +1.3% | 0.04% | -14.6% |
| IWP | Buy | ISHARES RUSSELL MID-CAP GROWTH ETFetf | $160,000 | +125.4% | 1,435 | +126.0% | 0.04% | +127.8% |
| MPLX | Sell | MPLX LP COM UNIT REP LTDstock | $161,000 | -13.4% | 5,670 | -10.1% | 0.04% | -14.6% |
| ABT | ABBOTT LABS COMstock | $160,000 | +1.9% | 1,357 | 0.0% | 0.04% | +2.5% | |
| MAIN | Buy | MAIN STR CAP CORP COMcef | $156,000 | +0.6% | 3,813 | +0.8% | 0.04% | 0.0% |
| ADP | AUTOMATIC DATA PROCESSING INC COMstock | $156,000 | +0.6% | 785 | 0.0% | 0.04% | 0.0% | |
| PAYX | Buy | PAYCHEX INC COMstock | $151,000 | +4.9% | 1,348 | +0.2% | 0.04% | +5.4% |
| IWL | ISHARES RUSSELL TOP 200 ETFetf | $154,000 | +0.7% | 1,495 | 0.0% | 0.04% | 0.0% | |
| D | Buy | DOMINION ENERGY INC COMstock | $150,000 | +2.7% | 2,059 | +3.5% | 0.04% | 0.0% |
| SQ | Buy | SQUARE INC CL Astock | $148,000 | +39.6% | 618 | +41.1% | 0.04% | +40.7% |
| GM | GENERAL MTRS CO COMstock | $147,000 | -10.9% | 2,800 | 0.0% | 0.04% | -9.5% | |
| EBAY | Buy | EBAY INC. COMstock | $149,000 | +0.7% | 2,139 | +0.8% | 0.04% | 0.0% |
| VTI | Sell | VANGUARD TOTAL STOCK MARKET INDEX FUNDetf | $150,000 | -16.7% | 676 | -16.6% | 0.04% | -17.4% |
| DE | Sell | DEERE & CO COMstock | $150,000 | -5.7% | 450 | -0.2% | 0.04% | -7.3% |
| XLK | Buy | TECHNOLOGY SELECT SECTOR SPDR FUNDetf | $145,000 | +1.4% | 971 | +0.1% | 0.04% | 0.0% |
| RY | ROYAL BK CDA COMstock | $146,000 | -2.0% | 1,475 | 0.0% | 0.04% | -2.6% | |
| LIN | LINDE PLC SHSstock | $139,000 | +1.5% | 475 | 0.0% | 0.04% | +2.9% | |
| LLY | Buy | LILLY ELI & CO COMstock | $142,000 | +89.3% | 617 | +88.7% | 0.04% | +89.5% |
| MRTX | MIRATI THERAPEUTICS INC COMstock | $141,000 | +9.3% | 801 | 0.0% | 0.04% | +9.1% | |
| DOCU | Buy | DOCUSIGN INC COMstock | $137,000 | -1.4% | 536 | +7.2% | 0.04% | -2.8% |
| VIGI | Buy | VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETFetf | $131,000 | 0.0% | 1,503 | +0.1% | 0.03% | 0.0% |
| AMGN | Buy | AMGEN INC COMstock | $131,000 | -10.3% | 620 | +2.8% | 0.03% | -10.5% |
| COST | Buy | COSTCO WHSL CORP NEW COMstock | $127,000 | +22.1% | 284 | +7.6% | 0.03% | +22.2% |
| NRK | NUVEEN NEW YORK AMT QLT MUNICP COMcef | $127,000 | -2.3% | 9,225 | 0.0% | 0.03% | 0.0% | |
| XBI | SPDR S&P BIOTECH ETFetf | $123,000 | -7.5% | 985 | 0.0% | 0.03% | -5.9% | |
| YUMC | Sell | YUM CHINA HLDGS INC COMstock | $123,000 | -14.6% | 2,132 | -2.1% | 0.03% | -13.5% |
| OMC | Buy | OMNICOM GROUP INC COMstock | $125,000 | -9.4% | 1,729 | +0.1% | 0.03% | -8.6% |
| BYND | BEYOND MEAT INC COMstock | $121,000 | -33.5% | 1,159 | 0.0% | 0.03% | -34.0% | |
| AIZ | Sell | ASSURANT INC COMstock | $120,000 | +0.8% | 766 | -0.1% | 0.03% | 0.0% |
| AON | Sell | AON PLC SHS CL Astock | $120,000 | +18.8% | 421 | -0.7% | 0.03% | +19.2% |
| AGO | ASSURED GUARANTY LTD COMstock | $116,000 | -1.7% | 2,488 | 0.0% | 0.03% | 0.0% | |
| VXUS | Buy | VANGUARD TOTAL INTERNATIONAL STOCK ETFetf | $115,000 | -3.4% | 1,822 | +0.3% | 0.03% | -6.5% |
| RGI | Buy | INVESCO S&P 500 EQUAL WEIGHT INDUSTRIALS ETFetf | $110,000 | -1.8% | 606 | +0.2% | 0.03% | -3.4% |
| NUE | Buy | NUCOR CORP COMstock | $111,000 | +15.6% | 1,131 | +13.1% | 0.03% | +12.0% |
| DAL | DELTA AIR LINES INC DEL COM NEWstock | $109,000 | -1.8% | 2,566 | 0.0% | 0.03% | -3.4% | |
| PXD | PIONEER NAT RES CO COMstock | $111,000 | +1.8% | 671 | 0.0% | 0.03% | 0.0% | |
| OFS | Buy | OFS CAP CORP COMcef | $108,000 | +6.9% | 10,449 | +2.2% | 0.03% | +7.7% |
| C | Buy | CITIGROUP INC COM NEWstock | $106,000 | +30.9% | 1,518 | +31.3% | 0.03% | +28.6% |
| UPST | Buy | UPSTART HLDGS INC COMstock | $101,000 | +197.1% | 320 | +16.4% | 0.03% | +188.9% |
| CMI | Buy | CUMMINS INC COMstock | $102,000 | -5.6% | 457 | +2.7% | 0.03% | -7.1% |
| VCR | VANGUARD CONSUMER DISCRETIONARY INDEX FUNDetf | $102,000 | -1.0% | 329 | 0.0% | 0.03% | 0.0% | |
| COHR | COHERENT INC COMstock | $100,000 | -4.8% | 400 | 0.0% | 0.03% | -3.7% | |
| BSV | Buy | VANGUARD SHORT-TERM BOND INDEX FUNDetf | $103,000 | +255.2% | 1,269 | +252.5% | 0.03% | +271.4% |
| EW | Sell | EDWARDS LIFESCIENCES CORP COMstock | $103,000 | +8.4% | 915 | -0.4% | 0.03% | +8.3% |
| HAS | Buy | HASBRO INC COMstock | $96,000 | +1.1% | 1,084 | +7.9% | 0.02% | +4.2% |
| SLB | Sell | SCHLUMBERGER LTD COM STKstock | $97,000 | -7.6% | 3,295 | -0.2% | 0.02% | -7.4% |
| JPS | NUVEEN PFD & INCM SECURTIES FD COMcef | $99,000 | -1.0% | 10,128 | 0.0% | 0.02% | -3.8% | |
| XLV | HEALTH CARE SELECT SECTOR SPDR FUNDetf | $98,000 | +1.0% | 777 | 0.0% | 0.02% | 0.0% | |
| New | GENERAL ELECTRIC CO COM NEWstock | $96,000 | – | 941 | +100.0% | 0.02% | – | |
| IEF | Buy | ISHARES 7-10 YEAR TREASURY BOND ETFetf | $98,000 | 0.0% | 854 | +0.1% | 0.02% | 0.0% |
| SE | Sell | SEA LTD SPONSORD ADSadr | $95,000 | +4.4% | 300 | -10.4% | 0.02% | +4.3% |
| HIG | Buy | HARTFORD FINL SVCS GROUP INC COMstock | $93,000 | +16.2% | 1,324 | +1.5% | 0.02% | +14.3% |
| DBC | INVESCO DB COMMODITY INDEX TRACKING FUNDetf | $92,000 | +4.5% | 4,591 | 0.0% | 0.02% | +4.3% | |
| MO | Sell | ALTRIA GROUP INC COMstock | $95,000 | -4.0% | 2,088 | -0.1% | 0.02% | -4.0% |
| COF | Buy | CAPITAL ONE FINL CORP COMstock | $92,000 | +135.9% | 571 | +123.9% | 0.02% | +140.0% |
| APD | Buy | AIR PRODS & CHEMS INC COMstock | $95,000 | -10.4% | 371 | +0.3% | 0.02% | -11.1% |
| XEL | Buy | XCEL ENERGY INC COMstock | $92,000 | -4.2% | 1,473 | +0.2% | 0.02% | -4.0% |
| REGN | Buy | REGENERON PHARMACEUTICALS COMstock | $91,000 | +33.8% | 152 | +24.6% | 0.02% | +35.3% |
| BNDX | Buy | VANGUARD TOTAL INTERNATIONAL BOND ETFetf | $91,000 | 0.0% | 1,603 | +0.2% | 0.02% | 0.0% |
| CMG | Sell | CHIPOTLE MEXICAN GRILL INC COMstock | $90,000 | -51.6% | 50 | -58.3% | 0.02% | -52.1% |
| EA | Buy | ELECTRONIC ARTS INC COMstock | $89,000 | +1.1% | 626 | +2.0% | 0.02% | 0.0% |
| XLRE | Buy | REAL ESTATE SELECT SECTOR SPDR FUNDetf | $90,000 | +1.1% | 2,034 | +0.4% | 0.02% | 0.0% |
| RPAI | Buy | RETAIL PPTYS AMER INC CL Areit | $87,000 | +13.0% | 6,792 | +0.6% | 0.02% | +10.0% |
| AOR | Buy | ISHARES GROWTH ALLOCATION FUNDetf | $86,000 | 0.0% | 1,554 | +0.4% | 0.02% | 0.0% |
| IDU | New | ISHARES U.S. UTILITIES ETFetf | $86,000 | – | 1,090 | +100.0% | 0.02% | – |
| VWO | Buy | VANGUARD FTSE EMERGING MARKETS ETFetf | $84,000 | -7.7% | 1,694 | +0.2% | 0.02% | -4.3% |
| ANTM | Buy | ANTHEM INC COMstock | $85,000 | -1.2% | 228 | +0.9% | 0.02% | 0.0% |
| TT | Sell | TRANE TECHNOLOGIES PLC SHSstock | $87,000 | -6.5% | 507 | -0.2% | 0.02% | -8.3% |
| SMH | VANECK SEMICONDUCTOR ETFetf | $85,000 | -2.3% | 335 | 0.0% | 0.02% | 0.0% | |
| IFRA | ISHARES U.S. INFRASTRUCTURE ETFetf | $86,000 | -3.4% | 2,530 | 0.0% | 0.02% | -4.3% | |
| GILD | Buy | GILEAD SCIENCES INC COMstock | $84,000 | +1.2% | 1,215 | +0.7% | 0.02% | +4.8% |
| HYG | Buy | ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETFetf | $82,000 | -1.2% | 946 | +0.1% | 0.02% | 0.0% |
| CAT | Buy | CATERPILLAR INC COMstock | $83,000 | -10.8% | 432 | +0.5% | 0.02% | -12.5% |
| CLX | Sell | CLOROX CO DEL COMstock | $83,000 | -12.6% | 503 | -5.5% | 0.02% | -12.5% |
| WPP | WPP PLC NEW ADRadr | $83,000 | -1.2% | 1,242 | 0.0% | 0.02% | -4.5% | |
| WFC | WELLS FARGO CO NEW COMstock | $81,000 | +2.5% | 1,756 | 0.0% | 0.02% | +5.0% | |
| PM | Buy | PHILIP MORRIS INTL INC COMstock | $81,000 | -3.6% | 857 | +0.5% | 0.02% | -4.5% |
| SYK | STRYKER CORPORATION COMstock | $81,000 | +1.2% | 308 | 0.0% | 0.02% | 0.0% | |
| PTH | INVESCO DWA HEALTHCARE MOMENTUM ETFetf | $83,000 | -3.5% | 521 | 0.0% | 0.02% | -4.5% | |
| STL | Buy | STERLING BANCORP DEL COMstock | $82,000 | +1.2% | 3,293 | +0.3% | 0.02% | 0.0% |
| UNM | Buy | UNUM GROUP COMstock | $77,000 | -10.5% | 3,079 | +0.7% | 0.02% | -9.1% |
| ICF | ISHARES COHEN & STEERS REIT ETFetf | $76,000 | 0.0% | 1,167 | 0.0% | 0.02% | -5.0% | |
| CRWD | Sell | CROWDSTRIKE HLDGS INC CL Astock | $73,000 | -7.6% | 300 | -4.8% | 0.02% | -5.0% |
| IVW | ISHARES S&P 500 GROWTH ETFetf | $76,000 | +1.3% | 1,032 | 0.0% | 0.02% | 0.0% | |
| XHR | Sell | XENIA HOTELS & RESORTS INC COMreit | $75,000 | -7.4% | 4,246 | -2.5% | 0.02% | -9.5% |
| ESS | Sell | ESSEX PPTY TR INC COMreit | $76,000 | +5.6% | 240 | -0.4% | 0.02% | 0.0% |
| ABNB | Sell | AIRBNB INC COM CL Astock | $74,000 | -10.8% | 443 | -18.4% | 0.02% | -9.5% |
| DIA | Buy | SPDR DOW JONES INDUSTRIAL AVERAGE ETFetf | $75,000 | +581.8% | 222 | +593.8% | 0.02% | +533.3% |
| DKNG | Buy | DRAFTKINGS INC COM CL Astock | $74,000 | -1.3% | 1,550 | +6.9% | 0.02% | 0.0% |
| CHTR | Sell | CHARTER COMMUNICATIONS INC NEW CL Astock | $72,000 | 0.0% | 99 | -2.0% | 0.02% | -5.3% |
| MA | MASTERCARD INCORPORATED CL Astock | $71,000 | -4.1% | 205 | 0.0% | 0.02% | -5.3% | |
| IDV | ISHARES INTERNATIONAL SELECT DIVIDEND ETFetf | $72,000 | -6.5% | 2,383 | 0.0% | 0.02% | -10.0% | |
| IYE | ISHARES U.S. ENERGY ETFetf | $72,000 | -2.7% | 2,549 | 0.0% | 0.02% | -5.3% | |
| SBNY | New | SIGNATURE BK NEW YORK N Y COMstock | $72,000 | – | 267 | +100.0% | 0.02% | – |
| SRE | Buy | SEMPRA COMstock | $70,000 | -4.1% | 556 | +0.4% | 0.02% | -5.3% |
| GNTX | Buy | GENTEX CORP COMstock | $72,000 | -1.4% | 2,208 | +0.1% | 0.02% | -5.3% |
| AWK | AMERICAN WTR WKS CO INC NEW COMstock | $71,000 | +9.2% | 424 | 0.0% | 0.02% | +5.9% | |
| GDX | VANECK GOLD MINERS ETFetf | $69,000 | -12.7% | 2,343 | 0.0% | 0.02% | -10.0% | |
| MS | Buy | MORGAN STANLEY COM NEWstock | $66,000 | +6.5% | 680 | +0.1% | 0.02% | +6.2% |
| MDT | Buy | MEDTRONIC PLC SHSstock | $68,000 | +9.7% | 548 | +9.4% | 0.02% | +6.2% |
| TEAM | Buy | ATLASSIAN CORP PLC CL Astock | $68,000 | +65.9% | 175 | +9.4% | 0.02% | +54.5% |
| NFBK | Buy | NORTHFIELD BANCORP INC DEL COMstock | $68,000 | +6.2% | 3,991 | +0.8% | 0.02% | +6.2% |
| APO | APOLLO GLOBAL MGMT INC COM CL Astock | $66,000 | 0.0% | 1,077 | 0.0% | 0.02% | 0.0% | |
| VOOG | VANGUARD S&P 500 GROWTH ETFetf | $65,000 | +1.6% | 245 | 0.0% | 0.02% | +6.2% | |
| SPG | Buy | SIMON PPTY GROUP INC NEW COMreit | $62,000 | +8.8% | 483 | +10.0% | 0.02% | +6.7% |
| CZR | Sell | CAESARS ENTERTAINMENT INC NEW COMstock | $61,000 | -3.2% | 550 | -10.0% | 0.02% | 0.0% |
| DFS | Sell | DISCOVER FINL SVCS COMstock | $64,000 | +3.2% | 526 | -0.2% | 0.02% | 0.0% |
| GSK | Buy | GLAXOSMITHKLINE PLC SPONSORED ADRadr | $63,000 | -3.1% | 1,669 | +0.9% | 0.02% | -5.9% |
| PHG | KONINKLIJKE PHILIPS N V NY REGIS SHS NEWadr | $57,000 | -9.5% | 1,287 | 0.0% | 0.02% | -6.2% | |
| PNC | PNC FINL SVCS GROUP INC COMstock | $60,000 | +3.4% | 307 | 0.0% | 0.02% | 0.0% | |
| ALL | ALLSTATE CORP COMstock | $59,000 | -1.7% | 464 | 0.0% | 0.02% | 0.0% | |
| SCHW | Buy | SCHWAB CHARLES CORP COMstock | $58,000 | +13.7% | 800 | +14.0% | 0.02% | +15.4% |
| TWTR | Sell | TWITTER INC COMstock | $57,000 | -16.2% | 951 | -3.9% | 0.02% | -11.8% |
| SIVB | Sell | SVB FINANCIAL GROUP COMstock | $59,000 | +15.7% | 92 | -1.1% | 0.02% | +15.4% |
| PHO | Buy | INVESCO WATER RESOURCES ETFetf | $60,000 | +1.7% | 1,104 | +0.1% | 0.02% | 0.0% |
| MAA | Buy | MID-AMER APT CMNTYS INC COMreit | $57,000 | +11.8% | 308 | +0.7% | 0.02% | +15.4% |
| BXP | Buy | BOSTON PROPERTIES INC COMreit | $57,000 | -3.4% | 530 | +1.5% | 0.02% | 0.0% |
| PROF | PROFOUND MED CORP COM NEWstock | $58,000 | -10.8% | 4,000 | 0.0% | 0.02% | -11.8% | |
| TMUS | Buy | T-MOBILE US INC COMstock | $54,000 | -3.6% | 427 | +8.7% | 0.01% | 0.0% |
| HPE | Buy | HEWLETT PACKARD ENTERPRISE CO COMstock | $55,000 | +1.9% | 3,902 | +5.1% | 0.01% | 0.0% |
| SBAC | Buy | SBA COMMUNICATIONS CORP NEW CL Areit | $53,000 | +3.9% | 162 | +0.6% | 0.01% | +7.7% |
| CCL | CARNIVAL CORP PAIRED CTFstock | $56,000 | -5.1% | 2,272 | 0.0% | 0.01% | -6.7% | |
| ACN | Sell | ACCENTURE PLC IRELAND SHS CLASS Astock | $56,000 | +5.7% | 178 | -1.7% | 0.01% | 0.0% |
| VLO | Buy | VALERO ENERGY CORP COMstock | $53,000 | -8.6% | 753 | +1.1% | 0.01% | -6.7% |
| PH | Buy | PARKER-HANNIFIN CORP COMstock | $55,000 | -8.3% | 196 | +0.5% | 0.01% | -6.7% |
| AMCR | Sell | AMCOR PLC ORDstock | $54,000 | 0.0% | 4,711 | -0.6% | 0.01% | 0.0% |
| DELL | Buy | DELL TECHNOLOGIES INC CL Cstock | $53,000 | +35.9% | 519 | +29.8% | 0.01% | +40.0% |
| MTCH | Buy | MATCH GROUP INC NEW COMstock | $53,000 | +20.5% | 338 | +21.6% | 0.01% | +27.3% |
| MTB | Buy | M & T BK CORP COMstock | $49,000 | +11.4% | 329 | +7.9% | 0.01% | +18.2% |
| MMP | Sell | MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LPstock | $50,000 | -26.5% | 1,100 | -21.4% | 0.01% | -23.5% |
| RJF | Buy | RAYMOND JAMES FINL INC COMstock | $50,000 | +6.4% | 545 | +48.5% | 0.01% | +8.3% |
| EMR | Buy | EMERSON ELEC CO COMstock | $51,000 | +2.0% | 544 | +2.8% | 0.01% | 0.0% |
| DTE | Buy | DTE ENERGY CO COMstock | $52,000 | -13.3% | 467 | +0.9% | 0.01% | -13.3% |
| VRSN | VERISIGN INC COMstock | $51,000 | -10.5% | 253 | 0.0% | 0.01% | -13.3% | |
| TPVG | TRIPLEPOINT VENTURE GROWTH BDC COMcef | $47,000 | +4.4% | 3,000 | 0.0% | 0.01% | 0.0% | |
| XRAY | DENTSPLY SIRONA INC COMstock | $46,000 | -8.0% | 803 | 0.0% | 0.01% | -7.7% | |
| JPST | JPMORGAN ULTRA-SHORT INCOME ETFetf | $47,000 | 0.0% | 943 | 0.0% | 0.01% | 0.0% | |
| HUM | HUMANA INC COMstock | $46,000 | -11.5% | 119 | 0.0% | 0.01% | -7.7% | |
| CB | Sell | CHUBB LIMITED COMstock | $46,000 | -20.7% | 267 | -27.2% | 0.01% | -20.0% |
| DLR | Buy | DIGITAL RLTY TR INC COMreit | $48,000 | -4.0% | 336 | +0.9% | 0.01% | -7.7% |
| BK | Buy | BANK NEW YORK MELLON CORP COMstock | $48,000 | +108.7% | 932 | +100.9% | 0.01% | +100.0% |
| F | Buy | FORD MTR CO DEL COMstock | $48,000 | +20.0% | 3,400 | +23.6% | 0.01% | +20.0% |
| VHT | Buy | VANGUARD HEALTH CARE INDEX FUNDetf | $48,000 | +9.1% | 196 | +8.3% | 0.01% | +9.1% |
| FTNT | FORTINET INC COMstock | $47,000 | +23.7% | 161 | 0.0% | 0.01% | +20.0% | |
| EXC | Buy | EXELON CORP COMstock | $45,000 | +9.8% | 931 | +0.3% | 0.01% | +9.1% |
| ABC | Buy | AMERISOURCEBERGEN CORP COMstock | $45,000 | +4.7% | 384 | +0.8% | 0.01% | +9.1% |
| DRIV | Buy | GLOBAL X AUTONOMOUS & ELECTRIC VEHICLES ETFetf | $47,000 | +6.8% | 1,739 | +9.4% | 0.01% | +9.1% |
| PBW | Sell | INVESCO WILDERHILL CLEAN ENERGY ETFetf | $48,000 | -46.1% | 632 | -33.9% | 0.01% | -47.8% |
| NEM | Buy | NEWMONT CORP COMstock | $48,000 | -14.3% | 893 | +0.3% | 0.01% | -14.3% |
| FEZ | Sell | SPDR EURO STOXX 50 ETFetf | $41,000 | -31.7% | 918 | -29.1% | 0.01% | -26.7% |
| RPG | INVESCO S&P 500 PURE GROWTH ETFetf | $44,000 | +4.8% | 230 | 0.0% | 0.01% | 0.0% | |
| USO | Sell | UNITED STATES OIL FUND, LPetf | $44,000 | -47.6% | 845 | -50.0% | 0.01% | -50.0% |
| RTX | Buy | RAYTHEON TECHNOLOGIES CORP COMstock | $41,000 | +5.1% | 487 | +5.6% | 0.01% | +10.0% |
| WEC | WEC ENERGY GROUP INC COMstock | $42,000 | 0.0% | 480 | 0.0% | 0.01% | 0.0% | |
| OGN | New | ORGANON & CO COMMON STOCKstock | $43,000 | – | 1,323 | +100.0% | 0.01% | – |
| TM | TOYOTA MOTOR CORP SP ADR REP2COMadr | $43,000 | +2.4% | 245 | 0.0% | 0.01% | 0.0% | |
| AEP | Buy | AMERICAN ELEC PWR CO INC COMstock | $42,000 | +10.5% | 523 | +16.5% | 0.01% | +10.0% |
| CWB | Buy | SPDR BLOOMBERG CONVERTIBLE SECURITIES ETFetf | $41,000 | -2.4% | 489 | +0.2% | 0.01% | 0.0% |
| VEGN | US VEGAN CLIMATE ETFetf | $39,000 | 0.0% | 1,000 | 0.0% | 0.01% | 0.0% | |
| SO | Buy | SOUTHERN CO COMstock | $38,000 | +15.2% | 624 | +13.9% | 0.01% | +25.0% |
| EHTH | EHEALTH INC COMstock | $40,000 | -31.0% | 1,000 | 0.0% | 0.01% | -33.3% | |
| CHD | Buy | CHURCH & DWIGHT INC COMstock | $40,000 | +14.3% | 493 | +16.8% | 0.01% | +11.1% |
| GURU | GLOBAL X GURU INDEX ETFetf | $38,000 | -2.6% | 800 | 0.0% | 0.01% | 0.0% | |
| VIAC | Buy | VIACOMCBS INC CL Bstock | $40,000 | +42.9% | 1,029 | +63.3% | 0.01% | +42.9% |
| NJR | NEW JERSEY RES CORP COMstock | $38,000 | -11.6% | 1,100 | 0.0% | 0.01% | -9.1% | |
| INGR | New | INGREDION INC COMstock | $39,000 | – | 449 | +100.0% | 0.01% | – |
| WRK | Sell | WESTROCK CO COMstock | $39,000 | -7.1% | 799 | -0.4% | 0.01% | -9.1% |
| DON | Buy | WISDOMTREE U.S. MIDCAP DIVIDEND FUNDetf | $39,000 | -2.5% | 963 | +0.5% | 0.01% | 0.0% |
| BGH | BARINGS GLOBAL SHORT DURATION COMcef | $38,000 | 0.0% | 2,236 | 0.0% | 0.01% | 0.0% | |
| PGX | Buy | INVESCO PREFERRED ETFetf | $38,000 | 0.0% | 2,538 | +1.0% | 0.01% | 0.0% |
| PCY | Buy | INVESCO EMERGING MARKETS SOVEREIGN DEBT ETFetf | $40,000 | -2.4% | 1,529 | +1.1% | 0.01% | -9.1% |
| FXI | Buy | ISHARES CHINA LARGE-CAP ETFetf | $39,000 | +25.8% | 1,024 | +52.8% | 0.01% | +25.0% |
| LYV | Buy | LIVE NATION ENTERTAINMENT INC COMstock | $38,000 | +65.2% | 425 | +57.4% | 0.01% | +66.7% |
| AFRM | Buy | AFFIRM HLDGS INC COM CL Astock | $38,000 | +1800.0% | 321 | +682.9% | 0.01% | +900.0% |
| MCK | Buy | MCKESSON CORP COMstock | $37,000 | +5.7% | 188 | +2.2% | 0.01% | 0.0% |
| APTV | Buy | APTIV PLC SHSstock | $34,000 | +17.2% | 229 | +22.5% | 0.01% | +28.6% |
| UTG | Buy | REAVES UTIL INCOME FD COM SH BEN INTcef | $34,000 | -2.9% | 1,056 | +1.3% | 0.01% | 0.0% |
| MET | Buy | METLIFE INC COMstock | $35,000 | +20.7% | 570 | +15.2% | 0.01% | +28.6% |
| SON | Buy | SONOCO PRODS CO COMstock | $37,000 | -9.8% | 628 | +0.8% | 0.01% | -18.2% |
| ISRG | INTUITIVE SURGICAL INC COM NEWstock | $36,000 | +5.9% | 37 | 0.0% | 0.01% | 0.0% | |
| HPF | HANCOCK JOHN PFD INCOME FD II COMcef | $36,000 | 0.0% | 1,678 | 0.0% | 0.01% | 0.0% | |
| IYC | ISHARES U.S. CONSUMER DISCRETIONARY ETFetf | $37,000 | 0.0% | 484 | 0.0% | 0.01% | -10.0% | |
| SPCE | Buy | VIRGIN GALACTIC HOLDINGS INC COMstock | $37,000 | +105.6% | 1,500 | +275.0% | 0.01% | +80.0% |
| BLK | BLACKROCK INC COMstock | $35,000 | -5.4% | 42 | 0.0% | 0.01% | -10.0% | |
| PWP | PERELLA WEINBERG PARTNERS CLASS A COMstock | $37,000 | +2.8% | 2,820 | 0.0% | 0.01% | 0.0% | |
| RL | Buy | RALPH LAUREN CORP CL Astock | $34,000 | -2.9% | 312 | +2.3% | 0.01% | 0.0% |
| VNQ | Buy | VANGUARD REAL ESTATE ETFetf | $37,000 | +184.6% | 367 | +182.3% | 0.01% | +200.0% |
| BWX | Buy | SPDR BLOOMBERG INTERNATIONAL TREASURY BOND ETFetf | $34,000 | -2.9% | 1,213 | +0.2% | 0.01% | 0.0% |
| CARR | Buy | CARRIER GLOBAL CORPORATION COMstock | $36,000 | +12.5% | 706 | +4.7% | 0.01% | +12.5% |
| FDX | Sell | FEDEX CORP COMstock | $37,000 | -69.2% | 172 | -57.4% | 0.01% | -71.0% |
| ITW | Sell | ILLINOIS TOOL WKS INC COMstock | $37,000 | -21.3% | 182 | -14.2% | 0.01% | -25.0% |
| CTVA | Buy | CORTEVA INC COMstock | $36,000 | +2.9% | 876 | +8.3% | 0.01% | 0.0% |
| MAR | Sell | MARRIOTT INTL INC NEW CL Astock | $36,000 | -41.0% | 247 | -44.7% | 0.01% | -43.8% |
| EIX | Buy | EDISON INTL COMstock | $34,000 | -2.9% | 622 | +0.3% | 0.01% | 0.0% |
| FDN | Buy | FIRST TR EXCHANGE-TRADED FD DJ INTERNT IDXetf | $34,000 | +183.3% | 146 | +192.0% | 0.01% | +200.0% |
| SPGI | S&P GLOBAL INC COMstock | $36,000 | +5.9% | 85 | 0.0% | 0.01% | 0.0% | |
| ADSK | Buy | AUTODESK INC COMstock | $32,000 | +3.2% | 113 | +4.6% | 0.01% | 0.0% |
| SOFI | Sell | SOFI TECHNOLOGIES INC COMstock | $30,000 | -21.1% | 1,950 | -2.5% | 0.01% | -20.0% |
| LNT | ALLIANT ENERGY CORP COMstock | $33,000 | +3.1% | 591 | 0.0% | 0.01% | 0.0% | |
| AFL | Buy | AFLAC INC COMstock | $33,000 | -2.9% | 635 | +0.2% | 0.01% | -11.1% |
| CCI | CROWN CASTLE INTL CORP NEW COMreit | $31,000 | -11.4% | 181 | 0.0% | 0.01% | -11.1% | |
| DSL | DOUBLELINE INCOME SOLUTIONS FD COMcef | $31,000 | -3.1% | 1,782 | 0.0% | 0.01% | 0.0% | |
| GIS | Sell | GENERAL MLS INC COMstock | $30,000 | -6.2% | 503 | -5.8% | 0.01% | 0.0% |
| JCI | JOHNSON CTLS INTL PLC SHSstock | $33,000 | 0.0% | 486 | 0.0% | 0.01% | 0.0% | |
| AIG | Sell | AMERICAN INTL GROUP INC COM NEWstock | $30,000 | +15.4% | 558 | -0.4% | 0.01% | +14.3% |
| WTRG | Buy | ESSENTIAL UTILS INC COMstock | $30,000 | +3.4% | 658 | +0.6% | 0.01% | +14.3% |
| IAGG | Sell | ISHARES CORE INTERNATIONAL AGGREGATE BOND FUNDetf | $32,000 | 0.0% | 594 | -0.2% | 0.01% | 0.0% |
| IYK | ISHARES U.S. CONSUMER STAPLES ETFetf | $31,000 | -3.1% | 175 | 0.0% | 0.01% | 0.0% | |
| RBLX | Buy | ROBLOX CORP CL Astock | $30,000 | +15.4% | 408 | +36.0% | 0.01% | +14.3% |
| VPU | VANGUARD UTILITIES INDEX FUNDetf | $33,000 | 0.0% | 240 | 0.0% | 0.01% | 0.0% | |
| NSC | NORFOLK SOUTHN CORP COMstock | $31,000 | -8.8% | 130 | 0.0% | 0.01% | -11.1% | |
| RDSA | Buy | ROYAL DUTCH SHELL PLC SPONS ADR Aadr | $33,000 | +10.0% | 755 | +0.3% | 0.01% | 0.0% |
| MAS | Buy | MASCO CORP COMstock | $31,000 | -3.1% | 558 | +0.7% | 0.01% | 0.0% |
| MPC | Buy | MARATHON PETE CORP COMstock | $27,000 | 0.0% | 452 | +0.7% | 0.01% | 0.0% |
| CCEP | COCA-COLA EUROPACIFIC PARTNERS SHSstock | $28,000 | -6.7% | 512 | 0.0% | 0.01% | -12.5% | |
| PFF | ISHARES PREFERRED AND INCOME SECURITIES ETFetf | $26,000 | 0.0% | 672 | 0.0% | 0.01% | 0.0% | |
| EWJ | ISHARES MSCI JAPAN ETFetf | $28,000 | +3.7% | 406 | 0.0% | 0.01% | 0.0% | |
| GFF | GRIFFON CORP COMstock | $27,000 | -3.6% | 1,100 | 0.0% | 0.01% | 0.0% | |
| AL | AIR LEASE CORP CL Astock | $27,000 | -6.9% | 705 | 0.0% | 0.01% | 0.0% | |
| PCSB | Buy | PCSB FINL CORP COMstock | $28,000 | +3.7% | 1,531 | +0.2% | 0.01% | 0.0% |
| RYU | INVESCO S&P 500 EQUAL WEIGHT UTILITIES ETFetf | $27,000 | 0.0% | 265 | 0.0% | 0.01% | 0.0% | |
| RDIV | Buy | INVESCO S&P ULTRA DIVIDEND REVENUE ETFetf | $29,000 | -3.3% | 746 | +0.8% | 0.01% | -12.5% |
| BOTZ | Sell | GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE THEMATIC ETFetf | $28,000 | -31.7% | 788 | -32.9% | 0.01% | -36.4% |
| STNG | New | SCORPIO TANKERS INC SHSstock | $29,000 | – | 1,588 | +100.0% | 0.01% | – |
| PRU | PRUDENTIAL FINL INC COMstock | $27,000 | 0.0% | 266 | 0.0% | 0.01% | 0.0% | |
| PEG | PUBLIC SVC ENTERPRISE GRP INC COMstock | $26,000 | +4.0% | 430 | 0.0% | 0.01% | +16.7% | |
| MCHP | Buy | MICROCHIP TECHNOLOGY INC. COMstock | $28,000 | +86.7% | 188 | +86.1% | 0.01% | +75.0% |
| CERN | Sell | CERNER CORP COMstock | $28,000 | -15.2% | 409 | -3.3% | 0.01% | -12.5% |
| BKR | Buy | BAKER HUGHES COMPANY CL Astock | $26,000 | +8.3% | 1,083 | +0.6% | 0.01% | +16.7% |
| IEV | ISHARES EUROPE ETFetf | $27,000 | -3.6% | 536 | 0.0% | 0.01% | 0.0% | |
| XYL | Sell | XYLEM INC COMstock | $29,000 | +3.6% | 238 | -1.2% | 0.01% | 0.0% |
| KKR | KKR & CO INC COMstock | $27,000 | +3.8% | 452 | 0.0% | 0.01% | 0.0% | |
| DTN | WISDOMTREE U.S. DIVIDEND EX-FINANCIALS FUNDetf | $29,000 | -6.5% | 319 | 0.0% | 0.01% | -12.5% | |
| ICLN | Sell | ISHARES S&P GLOBAL CLEAN ENERGY INDEX FUNDetf | $28,000 | -69.2% | 1,316 | -66.2% | 0.01% | -69.6% |
| EXG | Sell | EATON VANCE TAX-MANAGED GLOBAL COMcef | $28,000 | -33.3% | 2,881 | -31.0% | 0.01% | -36.4% |
| PAVE | GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETFetf | $22,000 | 0.0% | 893 | 0.0% | 0.01% | 0.0% | |
| CAH | Sell | CARDINAL HEALTH INC COMstock | $25,000 | -46.8% | 522 | -36.7% | 0.01% | -50.0% |
| OKTA | OKTA INC CL Astock | $22,000 | 0.0% | 93 | 0.0% | 0.01% | 0.0% | |
| VMBS | New | VANGUARD MORTGAGE-BACKED SECURITIES ETFetf | $24,000 | – | 465 | +100.0% | 0.01% | – |
| PBI | PITNEY BOWES INC COMstock | $23,000 | -17.9% | 3,231 | 0.0% | 0.01% | -14.3% | |
| ETW | Buy | EATON VANCE TAX-MANAGED GLOBAL COMcef | $23,000 | 0.0% | 2,148 | +0.8% | 0.01% | 0.0% |
| PAA | PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTNstock | $24,000 | -11.1% | 2,408 | 0.0% | 0.01% | -14.3% | |
| MDLZ | MONDELEZ INTL INC CL Astock | $24,000 | -7.7% | 420 | 0.0% | 0.01% | -14.3% | |
| WBA | Buy | WALGREENS BOOTS ALLIANCE INC COMstock | $23,000 | 0.0% | 503 | +12.8% | 0.01% | 0.0% |
| EML | EASTERN CO COMstock | $23,000 | -17.9% | 936 | 0.0% | 0.01% | -14.3% | |
| FFC | Buy | FLAHERTY & CRUMRINE PFD SECS I COMcef | $22,000 | 0.0% | 1,010 | +1.6% | 0.01% | 0.0% |
| IGIB | Buy | ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETFetf | $25,000 | -3.8% | 431 | +0.5% | 0.01% | -14.3% |
| ROKU | Sell | ROKU INC COM CL Astock | $23,000 | -59.6% | 75 | -40.0% | 0.01% | -60.0% |
| NMM | New | NAVIOS MARITIME PARTNERS L P COM UNIT LPIstock | $24,000 | – | 760 | +100.0% | 0.01% | – |
| GLW | Buy | CORNING INC COMstock | $25,000 | -10.7% | 709 | +0.3% | 0.01% | -14.3% |
| KFY | KORN FERRY COM NEWstock | $22,000 | 0.0% | 311 | 0.0% | 0.01% | 0.0% | |
| ERTH | Buy | INVESCO MSCI SUSTAINABLE FUTURE ETFetf | $22,000 | +4.8% | 358 | +14.4% | 0.01% | +20.0% |
| PEY | Buy | INVESCO HIGH YIELD EQUITY DIVIDEND ACHIEVERS ETFetf | $23,000 | -4.2% | 1,204 | +1.0% | 0.01% | 0.0% |
| FAN | Buy | FIRST TRUST GLOBAL WIND ENERGY ETFetf | $24,000 | 0.0% | 1,150 | +0.5% | 0.01% | 0.0% |
| DGRW | WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUNDetf | $23,000 | 0.0% | 400 | 0.0% | 0.01% | 0.0% | |
| PSCH | Buy | INVESCO S&P SMALLCAP HEALTH CARE PORTFOLIOetf | $25,000 | +66.7% | 142 | +77.5% | 0.01% | +50.0% |
| SHV | Buy | ISHARES SHORT TREASURY BOND ETFetf | $23,000 | +4.5% | 214 | +5.9% | 0.01% | 0.0% |
| BKLN | Buy | INVESCO SENIOR LOAN ETFetf | $23,000 | +4.5% | 1,041 | +0.8% | 0.01% | 0.0% |
| BP | Buy | BP PLC SPONSORED ADRadr | $25,000 | +4.2% | 950 | +1.6% | 0.01% | 0.0% |
| ABB | ABB LTD SPONSORED ADRadr | $22,000 | 0.0% | 667 | 0.0% | 0.01% | 0.0% | |
| TNK | New | TEEKAY TANKERS LTD CL Astock | $25,000 | – | 1,752 | +100.0% | 0.01% | – |
| OEF | ISHARES S&P 100 ETFetf | $25,000 | 0.0% | 130 | 0.0% | 0.01% | 0.0% | |
| SMLV | SPDR SSGA US SMALL CAP LOW VOLATILITY INDEX ETFetf | $23,000 | 0.0% | 210 | 0.0% | 0.01% | 0.0% | |
| UL | Buy | UNILEVER PLC SPON ADR NEWadr | $22,000 | -4.3% | 406 | +0.5% | 0.01% | 0.0% |
| FSK | FS KKR CAP CORP COMcef | $25,000 | +4.2% | 1,147 | 0.0% | 0.01% | 0.0% | |
| NNA | New | NAVIOS MARITIME ACQUIS CORP SHSstock | $24,000 | – | 6,097 | +100.0% | 0.01% | – |
| XLY | CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUNDetf | $25,000 | +4.2% | 140 | 0.0% | 0.01% | 0.0% | |
| AMT | AMERICAN TOWER CORP NEW COMreit | $22,000 | -4.3% | 86 | 0.0% | 0.01% | 0.0% | |
| TSE | New | TRINSEO S A SHSstock | $24,000 | – | 447 | +100.0% | 0.01% | – |
| FVRR | New | FIVERR INTL LTD ORD SHSstock | $22,000 | – | 125 | +100.0% | 0.01% | – |
| CTLT | CATALENT INC COMstock | $24,000 | +26.3% | 181 | 0.0% | 0.01% | +20.0% | |
| ATVI | Sell | ACTIVISION BLIZZARD INC COMstock | $25,000 | -24.2% | 332 | -5.7% | 0.01% | -25.0% |
| PRGO | Buy | PERRIGO CO PLC SHSstock | $20,000 | +11.1% | 432 | +5.4% | 0.01% | 0.0% |
| SYY | SYSCO CORP COMstock | $18,000 | 0.0% | 232 | 0.0% | 0.01% | 0.0% | |
| ANET | Sell | ARISTA NETWORKS INC COMstock | $18,000 | -5.3% | 54 | -1.8% | 0.01% | 0.0% |
| KMB | Buy | KIMBERLY-CLARK CORP COMstock | $20,000 | +66.7% | 155 | +66.7% | 0.01% | +66.7% |
| FTEC | FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETFetf | $18,000 | 0.0% | 159 | 0.0% | 0.01% | 0.0% | |
| VRTX | Sell | VERTEX PHARMACEUTICALS INC COMstock | $19,000 | -17.4% | 107 | -7.0% | 0.01% | -16.7% |
| CME | Buy | CME GROUP INC COMstock | $20,000 | -9.1% | 108 | +1.9% | 0.01% | -16.7% |
| EPP | ISHARES MSCI PACIFIC EX JAPAN ETFetf | $20,000 | -4.8% | 413 | 0.0% | 0.01% | 0.0% | |
| DUK | DUKE ENERGY CORP NEW COM NEWstock | $21,000 | 0.0% | 216 | 0.0% | 0.01% | 0.0% | |
| GLD | Sell | SPDR GOLD SHARESetf | $20,000 | -54.5% | 126 | -52.8% | 0.01% | -54.5% |
| IYG | ISHARES U.S. FINANCIAL SERVICES ETFetf | $19,000 | 0.0% | 106 | 0.0% | 0.01% | 0.0% | |
| SMWB | New | SIMILARWEB LTD SHSstock | $20,000 | – | 1,000 | +100.0% | 0.01% | – |
| DOW | Buy | DOW INC COMstock | $21,000 | +5.0% | 369 | +14.2% | 0.01% | 0.0% |
| DD | Buy | DUPONT DE NEMOURS INC COMstock | $21,000 | 0.0% | 314 | +15.4% | 0.01% | 0.0% |
| BDX | Sell | BECTON DICKINSON & CO COMstock | $19,000 | 0.0% | 77 | -1.3% | 0.01% | 0.0% |
| BHP | Buy | BHP GROUP LTD SPONSORED ADSadr | $21,000 | -22.2% | 395 | +3.1% | 0.01% | -28.6% |
| BIIB | BIOGEN INC COMstock | $18,000 | -21.7% | 67 | 0.0% | 0.01% | -16.7% | |
| IHAK | New | ISHARES CYBERSECURITY AND TECH ETFetf | $19,000 | – | 459 | +100.0% | 0.01% | – |
| ICSH | Sell | BLACKROCK ULTRA SHORT-TERM BOND ETFetf | $19,000 | -36.7% | 396 | -33.6% | 0.01% | -37.5% |
| NXPI | Buy | NXP SEMICONDUCTORS N V COMstock | $19,000 | +18.8% | 98 | +19.5% | 0.01% | +25.0% |
| WM | Buy | WASTE MGMT INC DEL COMstock | $20,000 | +122.2% | 136 | +94.3% | 0.01% | +150.0% |
| FOXA | Sell | FOX CORP CL A COMstock | $18,000 | 0.0% | 462 | -8.9% | 0.01% | 0.0% |
| VEU | VANGUARD FTSE ALL-WORLD EX US INDEX FUNDetf | $20,000 | -4.8% | 334 | 0.0% | 0.01% | 0.0% | |
| VGK | Buy | VANGUARD FTSE EUROPE ETFetf | $20,000 | 0.0% | 312 | +0.6% | 0.01% | 0.0% |
| MSOS | Buy | ADVISORSHARES PURE US CANNABIS ETFetf | $18,000 | -21.7% | 593 | +1.7% | 0.01% | -16.7% |
| ETV | EATON VANCE TAX-MANAGED BUY- W COMcef | $19,000 | -5.0% | 1,250 | 0.0% | 0.01% | 0.0% | |
| PLD | PROLOGIS INC. COMreit | $20,000 | +5.3% | 162 | 0.0% | 0.01% | 0.0% | |
| HSY | HERSHEY CO COMstock | $19,000 | -5.0% | 117 | 0.0% | 0.01% | 0.0% | |
| EVX | VANECK ENVIRONMENTAL SERVICES ETFetf | $20,000 | 0.0% | 145 | 0.0% | 0.01% | 0.0% | |
| SKIN | New | THE BEAUTY HEALTH COMPANY COM CL Astock | $19,000 | – | 750 | +100.0% | 0.01% | – |
| AMAT | Sell | APPLIED MATLS INC COMstock | $21,000 | -71.2% | 165 | -68.0% | 0.01% | -73.7% |
| DG | Buy | DOLLAR GEN CORP NEW COMstock | $21,000 | 0.0% | 103 | +4.0% | 0.01% | 0.0% |
| ARCC | Buy | ARES CAPITAL CORP COMcef | $19,000 | +5.6% | 947 | +2.0% | 0.01% | 0.0% |
| BFB | Buy | BROWN FORMAN CORP CL Bstock | $15,000 | -6.2% | 237 | +6.8% | 0.00% | 0.0% |
| EQL | ALPS EQUAL SECTOR WEIGHT ETFetf | $15,000 | 0.0% | 157 | 0.0% | 0.00% | 0.0% | |
| AZN | Sell | ASTRAZENECA PLC SPONSORED ADRadr | $14,000 | -51.7% | 244 | -50.2% | 0.00% | -42.9% |
| AVB | AVALONBAY CMNTYS INC COMreit | $14,000 | +7.7% | 65 | 0.0% | 0.00% | +33.3% | |
| BCE | BCE INC COM NEWstock | $15,000 | 0.0% | 316 | 0.0% | 0.00% | 0.0% | |
| BBVA | BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADRadr | $15,000 | +7.1% | 2,347 | 0.0% | 0.00% | 0.0% | |
| New | BATH & BODY WORKS INC COMstock | $14,000 | – | 231 | +100.0% | 0.00% | – | |
| BCX | BLACKROCK RES & COMMODITIES ST SHScef | $14,000 | -6.7% | 1,640 | 0.0% | 0.00% | 0.0% | |
| BR | BROADRIDGE FINL SOLUTIONS INC COMstock | $14,000 | 0.0% | 90 | 0.0% | 0.00% | 0.0% | |
| AVGO | Sell | BROADCOM INC COMstock | $16,000 | 0.0% | 33 | -2.9% | 0.00% | 0.0% |
| KMX | CARMAX INC COMstock | $16,000 | 0.0% | 128 | 0.0% | 0.00% | 0.0% | |
| CTXS | Sell | CITRIX SYS INC COMstock | $14,000 | -6.7% | 133 | -0.7% | 0.00% | 0.0% |
| CTSO | CYTOSORBENTS CORP COM NEWstock | $16,000 | +6.7% | 2,020 | 0.0% | 0.00% | 0.0% | |
| DRI | DARDEN RESTAURANTS INC COMstock | $16,000 | +6.7% | 108 | 0.0% | 0.00% | 0.0% | |
| EFX | Sell | EQUIFAX INC COMstock | $14,000 | 0.0% | 59 | -1.7% | 0.00% | 0.0% |
| FBHS | Sell | FORTUNE BRANDS HOME & SEC INC COMstock | $15,000 | -6.2% | 168 | -0.6% | 0.00% | 0.0% |
| HPQ | Buy | HP INC COMstock | $15,000 | +15.4% | 578 | +32.0% | 0.00% | +33.3% |
| JBHT | HUNT J B TRANS SVCS INC COMstock | $14,000 | +7.7% | 85 | 0.0% | 0.00% | +33.3% | |
| IEX | Sell | IDEX CORP COMstock | $16,000 | -11.1% | 82 | -2.4% | 0.00% | -20.0% |
| ICE | Buy | INTERCONTINENTAL EXCHANGE INC COMstock | $15,000 | 0.0% | 134 | +0.8% | 0.00% | 0.0% |
| EWC | ISHARES MSCI CANADA ETFetf | $14,000 | 0.0% | 400 | 0.0% | 0.00% | 0.0% | |
| KW | KENNEDY-WILSON HOLDINGS INC COMstock | $16,000 | +6.7% | 774 | 0.0% | 0.00% | 0.0% | |
| MNST | Buy | MONSTER BEVERAGE CORP NEW COMstock | $14,000 | +7.7% | 159 | +4.6% | 0.00% | +33.3% |
| DIAX | Buy | NUVEEN DOW 30 DYNMC OVERWRT FD SHScef | $15,000 | 0.0% | 909 | +1.6% | 0.00% | 0.0% |
| OTIS | Sell | OTIS WORLDWIDE CORP COMstock | $15,000 | -34.8% | 186 | -34.0% | 0.00% | -33.3% |
| PCOR | New | PROCORE TECHNOLOGIES INC COMstock | $15,000 | – | 175 | +100.0% | 0.00% | – |
| QRVO | QORVO INC COMstock | $16,000 | -15.8% | 100 | 0.0% | 0.00% | -20.0% | |
| O | Buy | REALTY INCOME CORP COMreit | $16,000 | 0.0% | 252 | +0.4% | 0.00% | 0.0% |
| REG | Buy | REGENCY CTRS CORP COMreit | $17,000 | +21.4% | 254 | +16.0% | 0.00% | 0.0% |
| RWR | SPDR DOW JONES REIT ETFetf | $17,000 | +6.2% | 162 | 0.0% | 0.00% | 0.0% | |
| SJNK | Buy | SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETFetf | $14,000 | 0.0% | 535 | +0.9% | 0.00% | 0.0% |
| JNK | Sell | SPDR BLOOMBERG HIGH YIELD BOND ETFetf | $15,000 | -51.6% | 141 | -50.0% | 0.00% | -50.0% |
| SCHA | SCHWAB U.S. SMALL-CAP ETFetf | $16,000 | 0.0% | 160 | 0.0% | 0.00% | 0.0% | |
| XLU | Buy | UTILITIES SELECT SECTOR SPDR FUNDetf | $14,000 | +7.7% | 220 | +0.9% | 0.00% | +33.3% |
| SWBI | Buy | SMITH & WESSON BRANDS INC COMstock | $14,000 | -41.7% | 707 | +0.7% | 0.00% | -33.3% |
| SMAR | SMARTSHEET INC COM CL Astock | $16,000 | -5.9% | 240 | 0.0% | 0.00% | 0.0% | |
| SYF | Buy | SYNCHRONY FINANCIAL COMstock | $16,000 | 0.0% | 333 | +0.6% | 0.00% | 0.0% |
| TRV | Buy | TRAVELERS COMPANIES INC COMstock | $17,000 | +21.4% | 113 | +20.2% | 0.00% | 0.0% |
| TRMB | Sell | TRIMBLE INC COMstock | $15,000 | 0.0% | 187 | -1.6% | 0.00% | 0.0% |
| TCOM | Sell | TRIP COM GROUP LTD ADSadr | $16,000 | -27.3% | 533 | -15.8% | 0.00% | -33.3% |
| VFC | Buy | V F CORP COMstock | $17,000 | -15.0% | 254 | +1.6% | 0.00% | -20.0% |
| MOO | Sell | VANECK AGRIBUSINESS ETFetf | $14,000 | -33.3% | 157 | -32.3% | 0.00% | -20.0% |
| VRSK | VERISK ANALYTICS INC COMstock | $15,000 | +15.4% | 79 | 0.0% | 0.00% | +33.3% | |
| VTRS | Sell | VIATRIS INC COMstock | $17,000 | -10.5% | 1,308 | -4.2% | 0.00% | -20.0% |
| NFJ | Buy | VIRTUS DIVIDEND INTEREST & PR COMcef | $14,000 | 0.0% | 977 | +1.5% | 0.00% | 0.0% |
| ETN | Buy | EATON CORP PLC SHSstock | $15,000 | +7.1% | 102 | +2.0% | 0.00% | 0.0% |
| WLTW | Sell | WILLIS TOWERS WATSON PLC LTD SHSstock | $16,000 | -11.1% | 73 | -11.0% | 0.00% | -20.0% |
| CHKP | Buy | CHECK POINT SOFTWARE TECH LTD ORDstock | $15,000 | +25.0% | 133 | +24.3% | 0.00% | +33.3% |
| NCLH | NORWEGIAN CRUISE LINE HLDG LTD SHSstock | $10,000 | -9.1% | 395 | 0.0% | 0.00% | 0.0% | |
| SRNE | SORRENTO THERAPEUTICS INC COM NEWstock | $11,000 | -21.4% | 1,451 | 0.0% | 0.00% | -25.0% | |
| BIP | BROOKFIELD INFRAST PARTNERS LP LP INT UNITstock | $11,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
| VV | VANGUARD LARGE-CAP INDEX FUNDetf | $12,000 | 0.0% | 63 | 0.0% | 0.00% | 0.0% | |
| VXF | VANGUARD EXTENDED MARKET INDEX FUNDetf | $10,000 | 0.0% | 56 | 0.0% | 0.00% | 0.0% | |
| IIPR | Buy | INNOVATIVE INDL PPTYS INC COMreit | $13,000 | +30.0% | 57 | +1.8% | 0.00% | 0.0% |
| GPS | Sell | GAP INC COMstock | $13,000 | -35.0% | 614 | -0.2% | 0.00% | -40.0% |
| ZBH | ZIMMER BIOMET HOLDINGS INC COMstock | $12,000 | -7.7% | 83 | 0.0% | 0.00% | 0.0% | |
| AAON | AAON INC COM PAR $0.004stock | $11,000 | +10.0% | 173 | 0.0% | 0.00% | 0.0% | |
| IFF | Sell | INTERNATIONAL FLAVORS&FRAGRANC COMstock | $13,000 | -13.3% | 102 | -1.0% | 0.00% | -25.0% |
| AVY | AVERY DENNISON CORP COMstock | $10,000 | 0.0% | 49 | 0.0% | 0.00% | 0.0% | |
| BJ | BJS WHSL CLUB HLDGS INC COMstock | $10,000 | +25.0% | 187 | 0.0% | 0.00% | +50.0% | |
| IP | Buy | INTERNATIONAL PAPER CO COMstock | $10,000 | +400.0% | 195 | +441.7% | 0.00% | +200.0% |
| UBER | Sell | UBER TECHNOLOGIES INC COMstock | $13,000 | -67.5% | 299 | -62.6% | 0.00% | -70.0% |
| GD | Buy | GENERAL DYNAMICS CORP COMstock | $10,000 | +400.0% | 56 | +273.3% | 0.00% | +200.0% |
| BNTX | BIONTECH SE SPONSORED ADSadr | $11,000 | +22.2% | 41 | 0.0% | 0.00% | +50.0% | |
| DHT | New | DHT HOLDINGS INC SHS NEWstock | $11,000 | – | 1,798 | +100.0% | 0.00% | – |
| SNOW | Sell | SNOWFLAKE INC CL Astock | $12,000 | -66.7% | 40 | -73.3% | 0.00% | -66.7% |
| VKTX | VIKING THERAPEUTICS INC COMstock | $10,000 | 0.0% | 1,730 | 0.0% | 0.00% | 0.0% | |
| PSX | Buy | PHILLIPS 66 COMstock | $10,000 | +66.7% | 156 | +110.8% | 0.00% | +50.0% |
| PTY | PIMCO CORPORATE & INCOME OPPOR COMcef | $12,000 | -7.7% | 700 | 0.0% | 0.00% | 0.0% | |
| HLT | Buy | HILTON WORLDWIDE HLDGS INC COMstock | $10,000 | +11.1% | 81 | +1.2% | 0.00% | +50.0% |
| MRVL | Sell | MARVELL TECHNOLOGY INC COMstock | $13,000 | -18.8% | 225 | -18.2% | 0.00% | -25.0% |
| AOS | Buy | SMITH A O CORP COMstock | $11,000 | +175.0% | 195 | +230.5% | 0.00% | +200.0% |
| SIRI | Buy | SIRIUS XM HOLDINGS INC COMstock | $12,000 | -7.7% | 2,090 | +0.2% | 0.00% | 0.0% |
| UAL | UNITED AIRLS HLDGS INC COMstock | $11,000 | -8.3% | 233 | 0.0% | 0.00% | 0.0% | |
| OPRX | Sell | OPTIMIZERX CORP COM NEWstock | $12,000 | 0.0% | 150 | -25.0% | 0.00% | 0.0% |
| ENB | ENBRIDGE INC COMstock | $12,000 | 0.0% | 307 | 0.0% | 0.00% | 0.0% | |
| NAC | Buy | NUVEEN CA QUALTY MUN INCOME FD COMcef | $12,000 | 0.0% | 776 | +1.0% | 0.00% | 0.0% |
| SHW | Sell | SHERWIN WILLIAMS CO COMstock | $13,000 | 0.0% | 47 | -2.1% | 0.00% | 0.0% |
| X | Sell | UNITED STATES STL CORP NEW COMstock | $12,000 | -7.7% | 553 | -0.9% | 0.00% | 0.0% |
| NKLA | Sell | NIKOLA CORP COMstock | $12,000 | -53.8% | 1,200 | -18.8% | 0.00% | -57.1% |
| U | UNITY SOFTWARE INC COMstock | $10,000 | +11.1% | 82 | 0.0% | 0.00% | +50.0% | |
| EQR | EQUITY RESIDENTIAL SH BEN INTreit | $11,000 | +10.0% | 140 | 0.0% | 0.00% | 0.0% | |
| ETSY | ETSY INC COMstock | $10,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
| XLE | Buy | ENERGY SELECT SECTOR SPDR FUNDetf | $13,000 | 0.0% | 258 | +1.2% | 0.00% | 0.0% |
| SCR | SCORE MEDIA & GAMING INC CL A SUB VTG SHSstock | $10,000 | +66.7% | 307 | 0.0% | 0.00% | +50.0% | |
| OXY | OCCIDENTAL PETE CORP COMstock | $12,000 | -7.7% | 417 | 0.0% | 0.00% | 0.0% | |
| LII | LENNOX INTL INC COMstock | $11,000 | -15.4% | 39 | 0.0% | 0.00% | 0.0% | |
| IEC | IEC ELECTRS CORP NEW COMstock | $10,000 | +42.9% | 672 | 0.0% | 0.00% | +50.0% | |
| LAKE | New | LAKELAND INDS INC COMstock | $13,000 | – | 650 | +100.0% | 0.00% | – |
| DOV | Buy | DOVER CORP COMstock | $10,000 | +400.0% | 66 | +288.2% | 0.00% | +200.0% |
| ILMN | Sell | ILLUMINA INC COMstock | $12,000 | -96.7% | 31 | -96.0% | 0.00% | -96.8% |
| FDIS | FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETetf | $12,000 | 0.0% | 158 | 0.0% | 0.00% | 0.0% | |
| FIS | Buy | FIDELITY NATL INFORMATION SVCS COMstock | $11,000 | -15.4% | 93 | +1.1% | 0.00% | 0.0% |
| FRC | Buy | FIRST REP BK SAN FRANCISCO CAL COMstock | $13,000 | +225.0% | 71 | +195.8% | 0.00% | +200.0% |
| FPF | Buy | FIRST TR INTER DURATN PFD & IN COMcef | $12,000 | 0.0% | 516 | +1.4% | 0.00% | 0.0% |
| TLRY | TILRAY INC COM CL 2stock | $10,000 | -37.5% | 916 | 0.0% | 0.00% | -25.0% | |
| QCLN | Sell | FIRST TRUST NASDAQ CLEAN EDGE GREEN ENERGY ETFetf | $11,000 | -76.6% | 190 | -72.1% | 0.00% | -75.0% |
| TXT | Sell | TEXTRON INC COMstock | $13,000 | 0.0% | 191 | -2.1% | 0.00% | 0.0% |
| FEP | Buy | FIRST TRUST EUROPE ALPHADEX FUNDetf | $12,000 | 0.0% | 306 | +1.7% | 0.00% | 0.0% |
| New | MATTERPORT INC COM CL Astock | $13,000 | – | 700 | +100.0% | 0.00% | – | |
| DTM | New | DT MIDSTREAM INC COMMON STOCKstock | $10,000 | – | 231 | +100.0% | 0.00% | – |
| ROST | Buy | ROSS STORES INC COMstock | $12,000 | +50.0% | 115 | +74.2% | 0.00% | +50.0% |
| RHI | Buy | ROBERT HALF INTL INC COMstock | $12,000 | +20.0% | 121 | +0.8% | 0.00% | 0.0% |
| TFC | TRUIST FINL CORP COMstock | $11,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
| MSI | MOTOROLA SOLUTIONS INC COM NEWstock | $11,000 | 0.0% | 51 | 0.0% | 0.00% | 0.0% | |
| CQP | Buy | CHENIERE ENERGY PARTNERS LP COM UNITstock | $10,000 | -9.1% | 257 | +1.6% | 0.00% | 0.0% |
| PKG | Buy | PACKAGING CORP AMER COMstock | $10,000 | – | 77 | +1825.0% | 0.00% | – |
| PLTR | PALANTIR TECHNOLOGIES INC CL Astock | $10,000 | -9.1% | 432 | 0.0% | 0.00% | 0.0% | |
| EPR | EPR PPTYS COM SH BEN INTreit | $11,000 | 0.0% | 225 | 0.0% | 0.00% | 0.0% | |
| LNC | Sell | LINCOLN NATL CORP IND COMstock | $10,000 | 0.0% | 149 | -8.0% | 0.00% | 0.0% |
| VDC | VANGUARD CONSUMER STAPLES INDEX FUNDetf | $10,000 | 0.0% | 57 | 0.0% | 0.00% | 0.0% | |
| NOC | NORTHROP GRUMMAN CORP COMstock | $10,000 | 0.0% | 29 | 0.0% | 0.00% | 0.0% | |
| SAVA | Sell | CASSAVA SCIENCES INC COMstock | $12,000 | -36.8% | 203 | -11.0% | 0.00% | -40.0% |
| VAW | VANGUARD MATERIALS INDEX FUNDetf | $13,000 | -7.1% | 78 | 0.0% | 0.00% | -25.0% | |
| FTV | Buy | FORTIVE CORP COMstock | $13,000 | 0.0% | 195 | +1.6% | 0.00% | 0.0% |
| CGC | CANOPY GROWTH CORP COMstock | $11,000 | -45.0% | 836 | 0.0% | 0.00% | -40.0% | |
| AOK | ISHARES CONSERVATIVE ALLOCATION FUNDetf | $10,000 | 0.0% | 270 | 0.0% | 0.00% | 0.0% | |
| FOX | Buy | FOX CORP CL B COMstock | $10,000 | +11.1% | 271 | +2.3% | 0.00% | +50.0% |
| SR | Buy | SPIRE INC COMstock | $13,000 | -13.3% | 219 | +0.5% | 0.00% | -25.0% |
| MCO | Sell | MOODYS CORP COMstock | $11,000 | 0.0% | 32 | -3.0% | 0.00% | 0.0% |
| LUV | Sell | SOUTHWEST AIRLS CO COMstock | $12,000 | -64.7% | 252 | -61.3% | 0.00% | -66.7% |
| SPOT | SPOTIFY TECHNOLOGY S A SHSstock | $11,000 | -15.4% | 50 | 0.0% | 0.00% | 0.0% | |
| UHAL | New | AMERCO COMstock | $11,000 | – | 18 | +100.0% | 0.00% | – |
| AMX | Buy | AMERICA MOVIL SAB DE CV SPON ADR L SHSadr | $13,000 | +18.2% | 756 | +1.2% | 0.00% | 0.0% |
| NTR | Buy | NUTRIEN LTD COMstock | $6,000 | +200.0% | 98 | +139.0% | 0.00% | +100.0% |
| HES | HESS CORP COMstock | $8,000 | -11.1% | 112 | 0.0% | 0.00% | 0.0% | |
| TAN | INVESCO SOLAR ETFetf | $6,000 | -14.3% | 81 | 0.0% | 0.00% | 0.0% | |
| IEFN | ISHARES EVOLVED U.S. FINANCIALS ETFetf | $7,000 | +16.7% | 221 | 0.0% | 0.00% | 0.0% | |
| PSCT | New | INVESCO S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIOetf | $8,000 | – | 59 | +100.0% | 0.00% | – |
| UAA | Sell | UNDER ARMOUR INC CL Astock | $8,000 | 0.0% | 401 | -1.7% | 0.00% | 0.0% |
| UAMY | UNITED STATES ANTIMONY CORP COMstock | $6,000 | -14.3% | 7,143 | 0.0% | 0.00% | 0.0% | |
| COMT | Sell | ISHARES COMMODITIES SELECT STRATEGY ETFetf | $6,000 | 0.0% | 179 | -4.3% | 0.00% | 0.0% |
| GHY | Buy | PGIM GLOBAL HIGH YIELD FD FORM COMcef | $7,000 | 0.0% | 496 | +2.1% | 0.00% | 0.0% |
| CLF | Sell | CLEVELAND-CLIFFS INC NEW COMstock | $7,000 | -58.8% | 400 | -50.0% | 0.00% | -50.0% |
| PNQI | Sell | INVESCO NASDAQ INTERNET ETFetf | $7,000 | -41.7% | 32 | -34.7% | 0.00% | -33.3% |
| BIV | VANGUARD INTERMEDIATE-TERM BOND INDEX FUNDetf | $8,000 | 0.0% | 91 | 0.0% | 0.00% | 0.0% | |
| CHWY | Sell | CHEWY INC CL Astock | $6,000 | -84.6% | 100 | -80.0% | 0.00% | -80.0% |
| VTA | Buy | INVESCO DYNAMIC CR OPPORTUNITI COMcef | $6,000 | 0.0% | 516 | +1.8% | 0.00% | 0.0% |
| CNC | Buy | CENTENE CORP DEL COMstock | $7,000 | +250.0% | 126 | +250.0% | 0.00% | +100.0% |
| CSTL | CASTLE BIOSCIENCES INC COMstock | $7,000 | 0.0% | 108 | 0.0% | 0.00% | 0.0% | |
| VTR | Sell | VENTAS INC COMreit | $6,000 | 0.0% | 109 | -0.9% | 0.00% | 0.0% |
| GGG | New | GRACO INC COMstock | $7,000 | – | 102 | +100.0% | 0.00% | – |
| IYJ | ISHARES U.S. INDUSTRIALS ETFetf | $9,000 | -10.0% | 90 | 0.0% | 0.00% | -33.3% | |
| ESGU | ISHARES ESG AWARE MSCI USA ETFetf | $9,000 | 0.0% | 94 | 0.0% | 0.00% | 0.0% | |
| SDOG | ALPS SECTOR DIVIDEND DOGS ETFetf | $7,000 | -12.5% | 155 | 0.0% | 0.00% | 0.0% | |
| VG | VONAGE HLDGS CORP COMstock | $6,000 | 0.0% | 423 | 0.0% | 0.00% | 0.0% | |
| VMC | Buy | VULCAN MATLS CO COMstock | $8,000 | -11.1% | 53 | +1.9% | 0.00% | 0.0% |
| BXMT | Buy | BLACKSTONE MTG TR INC COM CL Areit | $8,000 | 0.0% | 279 | +1.8% | 0.00% | 0.0% |
| WAB | Buy | WABTEC COMstock | $6,000 | 0.0% | 81 | +6.6% | 0.00% | 0.0% |
| BNY | Buy | BLACKROCK N Y MUN INCOME TRUST SH BEN INTcef | $8,000 | +14.3% | 529 | +1.1% | 0.00% | 0.0% |
| WAT | Buy | WATERS CORP COMstock | $8,000 | +14.3% | 24 | +4.3% | 0.00% | 0.0% |
| BIO | BIO RAD LABS INC CL Astock | $9,000 | +12.5% | 13 | 0.0% | 0.00% | 0.0% | |
| UP | New | WHEELS UP EXPERIENCE INC COM CL Astock | $6,000 | – | 1,000 | +100.0% | 0.00% | – |
| IT | GARTNER INC COMstock | $6,000 | +20.0% | 23 | 0.0% | 0.00% | +100.0% | |
| XLNX | XILINX INC COMstock | $8,000 | 0.0% | 57 | 0.0% | 0.00% | 0.0% | |
| MU | Sell | MICRON TECHNOLOGY INC COMstock | $9,000 | -78.0% | 138 | -71.7% | 0.00% | -81.8% |
| ALV | AUTOLIV INC COMstock | $7,000 | -12.5% | 90 | 0.0% | 0.00% | 0.0% | |
| CMCL | CALEDONIA MNG CORP PLC SHS NEWstock | $7,000 | 0.0% | 600 | 0.0% | 0.00% | 0.0% | |
| AJG | Buy | GALLAGHER ARTHUR J & CO COMstock | $6,000 | – | 45 | +800.0% | 0.00% | – |
| INDB | Buy | INDEPENDENT BK CORP MASS COMstock | $8,000 | 0.0% | 108 | +0.9% | 0.00% | 0.0% |
| IXC | ISHARES GLOBAL ENERGY ETFetf | $9,000 | 0.0% | 364 | 0.0% | 0.00% | 0.0% | |
| GAB | GABELLI EQUITY TR INC COMcef | $7,000 | -12.5% | 1,200 | 0.0% | 0.00% | 0.0% | |
| PNR | Buy | PENTAIR PLC SHSstock | $6,000 | +100.0% | 93 | +93.8% | 0.00% | +100.0% |
| APT | New | ALPHA PRO TECH LTD COMstock | $9,000 | – | 1,400 | +100.0% | 0.00% | – |
| ADS | ALLIANCE DATA SYSTEMS CORP COMstock | $6,000 | 0.0% | 60 | 0.0% | 0.00% | 0.0% | |
| TBLA | TABOOLA.COM LTD ORD SHSstock | $8,000 | -20.0% | 982 | 0.0% | 0.00% | -33.3% | |
| ALK | Buy | ALASKA AIR GROUP INC COMstock | $6,000 | 0.0% | 111 | +1.8% | 0.00% | 0.0% |
| A | AGILENT TECHNOLOGIES INC COMstock | $9,000 | +12.5% | 58 | 0.0% | 0.00% | 0.0% | |
| DGX | Buy | QUEST DIAGNOSTICS INC COMstock | $7,000 | +133.3% | 52 | +116.7% | 0.00% | +100.0% |
| LUMN | Buy | LUMEN TECHNOLOGIES INC COMstock | $7,000 | +16.7% | 580 | +19.3% | 0.00% | 0.0% |
| BEN | Buy | FRANKLIN RESOURCES INC COMstock | $6,000 | 0.0% | 218 | +1.9% | 0.00% | 0.0% |
| RSG | Sell | REPUBLIC SVCS INC COMstock | $7,000 | 0.0% | 62 | -4.6% | 0.00% | 0.0% |
| LMND | LEMONADE INC COMstock | $6,000 | -40.0% | 95 | 0.0% | 0.00% | -33.3% | |
| MOS | Sell | MOSAIC CO NEW COMstock | $6,000 | +20.0% | 173 | -2.8% | 0.00% | +100.0% |
| FISV | Sell | FISERV INC COMstock | $6,000 | 0.0% | 60 | -3.2% | 0.00% | 0.0% |
| TOTL | SPDR DOUBLELINE TOTAL RETURN TACTICAL ETFetf | $9,000 | 0.0% | 201 | 0.0% | 0.00% | 0.0% | |
| IBIO | IBIO INC COM NEWstock | $7,000 | -30.0% | 6,790 | 0.0% | 0.00% | -33.3% | |
| HSIC | Sell | HENRY SCHEIN INC COMstock | $8,000 | 0.0% | 118 | -0.8% | 0.00% | 0.0% |
| NYCB | Buy | NEW YORK CMNTY BANCORP INC COMstock | $7,000 | +16.7% | 552 | +0.7% | 0.00% | 0.0% |
| NWL | Buy | NEWELL BRANDS INC COMstock | $6,000 | -25.0% | 296 | +0.7% | 0.00% | 0.0% |
| JNPR | JUNIPER NETWORKS INC COMstock | $9,000 | +12.5% | 329 | 0.0% | 0.00% | 0.0% | |
| EEMA | ISHARES MSCI EMERGING MARKETS ASIA INDEX FUNDetf | $6,000 | 0.0% | 75 | 0.0% | 0.00% | 0.0% | |
| EXLS | EXLSERVICE HOLDINGS INC COMstock | $8,000 | +14.3% | 70 | 0.0% | 0.00% | 0.0% | |
| NI | Sell | NISOURCE INC COMstock | $9,000 | 0.0% | 399 | -1.2% | 0.00% | 0.0% |
| ETR | ENTERGY CORP NEW COMstock | $6,000 | 0.0% | 65 | 0.0% | 0.00% | 0.0% | |
| EWZ | ISHARES MSCI BRAZIL ETFetf | $9,000 | -25.0% | 297 | 0.0% | 0.00% | -33.3% | |
| ECL | ECOLAB INC COMstock | $6,000 | 0.0% | 32 | 0.0% | 0.00% | 0.0% | |
| SEDG | SOLAREDGE TECHNOLOGIES INC COMstock | $6,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
| SSB | SOUTHSTATE CORPORATION COMstock | $6,000 | 0.0% | 82 | 0.0% | 0.00% | 0.0% | |
| EGP | New | EASTGROUP PPTYS INC COMreit | $9,000 | – | 55 | +100.0% | 0.00% | – |
| BBP | VIRTUS LIFESCI BIOTECH PRODUCTS ETFetf | $7,000 | 0.0% | 140 | 0.0% | 0.00% | 0.0% | |
| DISH | DISH NETWORK CORPORATION CL Astock | $9,000 | +12.5% | 209 | 0.0% | 0.00% | 0.0% | |
| HOLX | Buy | HOLOGIC INC COMstock | $9,000 | +12.5% | 130 | +0.8% | 0.00% | 0.0% |
| TPR | Buy | TAPESTRY INC COMstock | $7,000 | -12.5% | 193 | +0.5% | 0.00% | 0.0% |
| NAD | NUVEEN QUALITY MUNCP INCOME FD COMcef | $6,000 | 0.0% | 393 | 0.0% | 0.00% | 0.0% | |
| TDC | TERADATA CORP DEL COMstock | $6,000 | +20.0% | 111 | 0.0% | 0.00% | +100.0% | |
| JFR | Buy | NUVEEN FLOATING RATE INCOME FD COMcef | $9,000 | 0.0% | 923 | +1.8% | 0.00% | 0.0% |
| FANG | DIAMONDBACK ENERGY INC COMstock | $7,000 | 0.0% | 82 | 0.0% | 0.00% | 0.0% | |
| DISCK | Sell | DISCOVERY INC COM SER Cstock | $2,000 | 0.0% | 87 | -2.2% | 0.00% | 0.0% |
| JAZZ | New | JAZZ PHARMACEUTICALS PLC SHS USDstock | $2,000 | – | 19 | +100.0% | 0.00% | – |
| TAP | Buy | MOLSON COORS BEVERAGE CO CL Bstock | $3,000 | 0.0% | 71 | +1.4% | 0.00% | 0.0% |
| IAU | ISHARES GOLD TRUSTetf | $4,000 | 0.0% | 140 | 0.0% | 0.00% | 0.0% | |
| AOUT | AMERICAN OUTDOOR BRANDS INC COMstock | $4,000 | -33.3% | 174 | 0.0% | 0.00% | -50.0% | |
| AEO | AMERICAN EAGLE OUTFITTERS INC COMstock | $5,000 | -28.6% | 213 | 0.0% | 0.00% | -50.0% | |
| KMI | KINDER MORGAN INC DEL COMstock | $3,000 | -25.0% | 233 | 0.0% | 0.00% | 0.0% | |
| PENN | Sell | PENN NATL GAMING INC COMstock | $5,000 | -78.3% | 82 | -73.2% | 0.00% | -83.3% |
| NVT | Buy | NVENT ELECTRIC PLC SHSstock | $2,000 | +100.0% | 84 | +110.0% | 0.00% | – |
| ULTA | ULTA BEAUTY INC COMstock | $5,000 | +25.0% | 14 | 0.0% | 0.00% | 0.0% | |
| MRO | MARATHON OIL CORP COMstock | $2,000 | 0.0% | 162 | 0.0% | 0.00% | 0.0% | |
| PBA | PEMBINA PIPELINE CORP COMstock | $3,000 | 0.0% | 125 | 0.0% | 0.00% | 0.0% | |
| ESTC | ELASTIC N V ORD SHSstock | $3,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
| CMS | CMS ENERGY CORP COMstock | $3,000 | 0.0% | 51 | 0.0% | 0.00% | 0.0% | |
| KHC | Buy | KRAFT HEINZ CO COMstock | $4,000 | -20.0% | 132 | +0.8% | 0.00% | 0.0% |
| KR | Buy | KROGER CO COMstock | $4,000 | 0.0% | 123 | +0.8% | 0.00% | 0.0% |
| IVR | INVESCO MORTGAGE CAPITAL INC COMreit | $3,000 | 0.0% | 1,000 | 0.0% | 0.00% | 0.0% | |
| NTRS | Sell | NORTHERN TR CORP COMstock | $2,000 | -33.3% | 26 | -3.7% | 0.00% | 0.0% |
| SONY | SONY GROUP CORPORATION SPONSORED ADRadr | $4,000 | +33.3% | 38 | 0.0% | 0.00% | 0.0% | |
| ALX | ALEXANDERS INC COMreit | $2,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% | |
| USB | New | US BANCORP DEL COM NEWstock | $5,000 | – | 98 | +100.0% | 0.00% | – |
| NNOX | NANO X IMAGING LTD ORD SHSstock | $3,000 | -25.0% | 155 | 0.0% | 0.00% | 0.0% | |
| TDY | TELEDYNE TECHNOLOGIES INC COMstock | $3,000 | +50.0% | 7 | 0.0% | 0.00% | 0.0% | |
| QS | Sell | QUANTUMSCAPE CORP COM CL Astock | $4,000 | -50.0% | 186 | -37.8% | 0.00% | -50.0% |
| OTLY | New | OATLY GROUP AB SPONSORED ADSadr | $2,000 | – | 172 | +100.0% | 0.00% | – |
| CSQ | Buy | CALAMOS STRATEGIC TOTAL RETURN COM SH BEN INTcef | $4,000 | 0.0% | 257 | +1.6% | 0.00% | 0.0% |
| BETZ | ROUNDHILL SPORTS BETTING & IGAMING ETFetf | $2,000 | 0.0% | 81 | 0.0% | 0.00% | 0.0% | |
| TSN | TYSON FOODS INC CL Astock | $2,000 | +100.0% | 26 | 0.0% | 0.00% | – | |
| VECO | VEECO INSTRS INC DEL COMstock | $2,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| CAJ | CANON INC SPONSORED ADRadr | $2,000 | 0.0% | 104 | 0.0% | 0.00% | 0.0% | |
| VMO | INVESCO MUN OPPORTUNITY TR COMcef | $3,000 | 0.0% | 254 | 0.0% | 0.00% | 0.0% | |
| KEYS | KEYSIGHT TECHNOLOGIES INC COMstock | $4,000 | +33.3% | 25 | 0.0% | 0.00% | 0.0% | |
| FOCS | FOCUS FINL PARTNERS INC COM CL Astock | $5,000 | +25.0% | 100 | 0.0% | 0.00% | 0.0% | |
| MJ | Buy | ETFMG ALTERNATIVE HARVEST ETFetf | $4,000 | -33.3% | 334 | +0.3% | 0.00% | -50.0% |
| TSCO | TRACTOR SUPPLY CO COMstock | $3,000 | 0.0% | 18 | 0.0% | 0.00% | 0.0% | |
| HUBB | New | HUBBELL INC COMstock | $5,000 | – | 33 | +100.0% | 0.00% | – |
| FSR | FISKER INC CL A COM STKstock | $2,000 | -33.3% | 200 | 0.0% | 0.00% | 0.0% | |
| RFV | INVESCO S&P MIDCAP 400 PURE VALUE ETFetf | $2,000 | 0.0% | 31 | 0.0% | 0.00% | 0.0% | |
| PTC | PTC INC COMstock | $4,000 | 0.0% | 34 | 0.0% | 0.00% | 0.0% | |
| NCR | NCR CORP NEW COMstock | $3,000 | -25.0% | 98 | 0.0% | 0.00% | 0.0% | |
| ROK | Sell | ROCKWELL AUTOMATION INC COMstock | $4,000 | 0.0% | 14 | -12.5% | 0.00% | 0.0% |
| CNCR | LONCAR CANCER IMMUNOTHERAPY ETFetf | $4,000 | 0.0% | 139 | 0.0% | 0.00% | 0.0% | |
| ROL | Buy | ROLLINS INC COMstock | $3,000 | 0.0% | 98 | +4.3% | 0.00% | 0.0% |
| EWY | ISHARES MSCI SOUTH KOREA ETFetf | $3,000 | 0.0% | 38 | 0.0% | 0.00% | 0.0% | |
| MKC | MCCORMICK & CO INC COM NON VTGstock | $3,000 | 0.0% | 42 | 0.0% | 0.00% | 0.0% | |
| FEN | FIRST TR ENERGY INCOME & GROWT COMcef | $3,000 | 0.0% | 222 | 0.0% | 0.00% | 0.0% | |
| RDSB | ROYAL DUTCH SHELL PLC SPON ADR Badr | $2,000 | 0.0% | 54 | 0.0% | 0.00% | 0.0% | |
| PPG | PPG INDS INC COMstock | $2,000 | -33.3% | 19 | 0.0% | 0.00% | 0.0% | |
| CEM | Buy | CLEARBRIDGE MLP AND MIDSTRM FD COMcef | $4,000 | 0.0% | 148 | +2.1% | 0.00% | 0.0% |
| VIG | Sell | VANGUARD DIVIDEND APPRECIATION INDEX FUNDetf | $4,000 | -63.6% | 30 | -58.9% | 0.00% | -66.7% |
| SCZ | ISHARES MSCI EAFE SMALL-CAP ETFetf | $5,000 | 0.0% | 76 | 0.0% | 0.00% | 0.0% | |
| MMT | MFS MULTIMARKET INCOME TR SH BEN INTcef | $2,000 | 0.0% | 400 | 0.0% | 0.00% | 0.0% | |
| IUSB | ISHARES CORE TOTAL USD BOND MARKET ETFetf | $2,000 | 0.0% | 38 | 0.0% | 0.00% | 0.0% | |
| LJPC | LA JOLLA PHARMACEUTICAL CO COM PAR $.0001 2stock | $4,000 | 0.0% | 1,045 | 0.0% | 0.00% | 0.0% | |
| SPSB | SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETFetf | $5,000 | 0.0% | 185 | 0.0% | 0.00% | 0.0% | |
| FHLC | FIDELITY MSCI HEALTH CARE INDEX ETFetf | $5,000 | 0.0% | 86 | 0.0% | 0.00% | 0.0% | |
| KSU | New | KANSAS CITY SOUTHERN COM NEWstock | $4,000 | – | 16 | +100.0% | 0.00% | – |
| KRE | SPDR S&P REGIONAL BANKING ETFetf | $3,000 | +50.0% | 44 | 0.0% | 0.00% | 0.0% | |
| FSTA | FIDELITY MSCI CONSUMER STAPLES INDEX ETFetf | $2,000 | 0.0% | 55 | 0.0% | 0.00% | 0.0% | |
| OKE | ONEOK INC NEW COMstock | $3,000 | 0.0% | 58 | 0.0% | 0.00% | 0.0% | |
| PPH | VANECK PHARMACEUTICAL ETFetf | $2,000 | 0.0% | 32 | 0.0% | 0.00% | 0.0% | |
| GLO | CLOUGH GLOBAL OPPORTUNITIES FD SH BEN INTcef | $5,000 | 0.0% | 463 | 0.0% | 0.00% | 0.0% | |
| KLAC | KLA CORP COM NEWstock | $3,000 | +50.0% | 9 | 0.0% | 0.00% | 0.0% | |
| KBR | KBR INC COMstock | $3,000 | 0.0% | 90 | 0.0% | 0.00% | 0.0% | |
| PRN | INVESCO DWA INDUSTRIALS MOMENTUM ETFetf | $4,000 | 0.0% | 41 | 0.0% | 0.00% | 0.0% | |
| FDS | New | FACTSET RESH SYS INC COMstock | $3,000 | – | 8 | +100.0% | 0.00% | – |
| TRMK | New | TRUSTMARK CORP COMstock | $2,000 | – | 81 | +100.0% | 0.00% | – |
| MANH | New | MANHATTAN ASSOCIATES INC COMstock | $4,000 | – | 30 | +100.0% | 0.00% | – |
| NOVN | NOVAN INC COM NEWstock | $2,000 | 0.0% | 269 | 0.0% | 0.00% | 0.0% | |
| EXPR | EXPRESS INC COMstock | $2,000 | 0.0% | 440 | 0.0% | 0.00% | 0.0% | |
| MARA | New | MARATHON DIGITAL HOLDINGS INC COMstock | $3,000 | – | 100 | +100.0% | 0.00% | – |
| MKL | New | MARKEL CORP COMstock | $5,000 | – | 5 | +100.0% | 0.00% | – |
| PGTI | PGT INNOVATIONS INC COMstock | $4,000 | -20.0% | 258 | 0.0% | 0.00% | 0.0% | |
| SCHH | SCHWAB U.S. REIT ETFetf | $3,000 | 0.0% | 80 | 0.0% | 0.00% | 0.0% | |
| VALE | VALE S A SPONSORED ADSadr | $2,000 | -33.3% | 170 | 0.0% | 0.00% | 0.0% | |
| HCA | HCA HEALTHCARE INC COMstock | $2,000 | +100.0% | 9 | 0.0% | 0.00% | – | |
| DLTR | DOLLAR TREE INC COMstock | $2,000 | 0.0% | 28 | 0.0% | 0.00% | 0.0% | |
| IAC | IAC INTERACTIVECORP NEW COM NEWstock | $3,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
| GIM | TEMPLETON GLOBAL INCOME FD COMcef | $3,000 | 0.0% | 650 | 0.0% | 0.00% | 0.0% | |
| LFVN | LIFEVANTAGE CORP COM NEWstock | $3,000 | -25.0% | 572 | 0.0% | 0.00% | 0.0% | |
| ES | EVERSOURCE ENERGY COMstock | $5,000 | 0.0% | 73 | 0.0% | 0.00% | 0.0% | |
| STZ | Buy | CONSTELLATION BRANDS INC CL Astock | $3,000 | 0.0% | 16 | +6.7% | 0.00% | 0.0% |
| NXRT | NEXPOINT RESIDENTIAL TR INC COMreit | $4,000 | +33.3% | 72 | 0.0% | 0.00% | 0.0% | |
| WISH | Buy | CONTEXTLOGIC INC COM CL Astock | $2,000 | -33.3% | 407 | +35.7% | 0.00% | 0.0% |
| PBF | PBF ENERGY INC CL Astock | $2,000 | 0.0% | 160 | 0.0% | 0.00% | 0.0% | |
| VC | VISTEON CORP COM NEWstock | $3,000 | -25.0% | 38 | 0.0% | 0.00% | 0.0% | |
| BSX | BOSTON SCIENTIFIC CORP COMstock | $3,000 | 0.0% | 88 | 0.0% | 0.00% | 0.0% | |
| VOD | VODAFONE GROUP PLC NEW SPONSORED ADRadr | $2,000 | 0.0% | 157 | 0.0% | 0.00% | 0.0% | |
| IYY | ISHARES DOW JONES U.S. ETFetf | $4,000 | 0.0% | 38 | 0.0% | 0.00% | 0.0% | |
| PCI | PIMCO DYNAMIC CR INCOME FD COM SHScef | $4,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
| IEI | ISHARES 3-7 YEAR TREASURY BOND ETFetf | $2,000 | 0.0% | 18 | 0.0% | 0.00% | 0.0% | |
| APRN | BLUE APRON HLDGS INC CL A NEWstock | $4,000 | +100.0% | 606 | 0.0% | 0.00% | 0.0% | |
| DXCM | DEXCOM INC COMstock | $2,000 | +100.0% | 4 | 0.0% | 0.00% | – | |
| MQY | BLACKROCK MUNIYILD QULT FD INC COMcef | $4,000 | -20.0% | 299 | 0.0% | 0.00% | 0.0% | |
| SVC | SERVICE PPTYS TR COM SH BEN INTreit | $3,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% | |
| NOW | SERVICENOW INC COMstock | $5,000 | +25.0% | 9 | 0.0% | 0.00% | 0.0% | |
| GPN | GLOBAL PMTS INC COMstock | $3,000 | -25.0% | 22 | 0.0% | 0.00% | 0.0% | |
| QYLD | New | GLOBAL X NASDAQ 100 COVERED CALL ETFetf | $2,000 | – | 130 | +100.0% | 0.00% | – |
| HAL | HALLIBURTON CO COMstock | $4,000 | -20.0% | 221 | 0.0% | 0.00% | 0.0% | |
| GPC | Buy | GENUINE PARTS CO COMstock | $4,000 | – | 41 | +1950.0% | 0.00% | – |
| SIFY | SIFY TECHNOLOGIES LTD SPONSORED ADSadr | $4,000 | 0.0% | 1,380 | 0.0% | 0.00% | 0.0% | |
| MMU | WESTERN ASSET MANAGED MUNS FD COMcef | $4,000 | 0.0% | 301 | 0.0% | 0.00% | 0.0% | |
| SBI | WESTERN ASSET INTER MUNI FD IN COMcef | $4,000 | 0.0% | 483 | 0.0% | 0.00% | 0.0% | |
| BHF | BRIGHTHOUSE FINL INC COMstock | $2,000 | 0.0% | 47 | 0.0% | 0.00% | 0.0% | |
| WRB | Buy | BERKLEY W R CORP COMstock | $3,000 | +50.0% | 41 | +2.5% | 0.00% | 0.0% |
| TYG | TORTOISE ENERGY INFRA CORP COMcef | $5,000 | 0.0% | 187 | 0.0% | 0.00% | 0.0% | |
| GNRC | GENERAC HLDGS INC COMstock | $2,000 | 0.0% | 5 | 0.0% | 0.00% | 0.0% | |
| BEAM | BEAM THERAPEUTICS INC COMstock | $3,000 | -40.0% | 44 | 0.0% | 0.00% | 0.0% | |
| MBB | ISHARES MBS ETFetf | $5,000 | 0.0% | 49 | 0.0% | 0.00% | 0.0% | |
| LEG | Buy | LEGGETT & PLATT INC COMstock | $3,000 | 0.0% | 75 | +8.7% | 0.00% | 0.0% |
| BKU | BANKUNITED INC COMstock | $4,000 | 0.0% | 101 | 0.0% | 0.00% | 0.0% | |
| WCLD | WISDOMTREE CLOUD COMPUTING FUNDetf | $5,000 | 0.0% | 103 | 0.0% | 0.00% | 0.0% | |
| PFG | Sell | PRINCIPAL FINANCIAL GROUP INC COMstock | $3,000 | 0.0% | 51 | -1.9% | 0.00% | 0.0% |
| WKHS | Sell | WORKHORSE GROUP INC COM NEWstock | $2,000 | -80.0% | 300 | -50.7% | 0.00% | -66.7% |
| HBI | HANESBRANDS INC COMstock | $2,000 | 0.0% | 121 | 0.0% | 0.00% | 0.0% | |
| CRON | CRONOS GROUP INC COMstock | $2,000 | -50.0% | 517 | 0.0% | 0.00% | 0.0% | |
| IHE | ISHARES U.S. PHARMACEUTICALS ETFetf | $5,000 | 0.0% | 28 | 0.0% | 0.00% | 0.0% | |
| PKI | PERKINELMER INC COMstock | $3,000 | +50.0% | 18 | 0.0% | 0.00% | 0.0% | |
| XSPA | XPRESSPA GROUP INC COMstock | $2,000 | 0.0% | 1,500 | 0.0% | 0.00% | 0.0% | |
| GL | Sell | GLOBE LIFE INC COMstock | $3,000 | -25.0% | 44 | -2.2% | 0.00% | 0.0% |
| VNE | VEONEER INC COMstock | $3,000 | +50.0% | 90 | 0.0% | 0.00% | 0.0% | |
| BC | New | BRUNSWICK CORP COMstock | $3,000 | – | 34 | +100.0% | 0.00% | – |
| EGAN | EGAIN CORP COM NEWstock | $5,000 | 0.0% | 500 | 0.0% | 0.00% | 0.0% | |
| ZTS | Sell | ZOETIS INC CL Astock | $4,000 | 0.0% | 22 | -4.3% | 0.00% | 0.0% |
| AZO | AUTOZONE INC COMstock | $3,000 | +50.0% | 2 | 0.0% | 0.00% | 0.0% | |
| GDEN | GOLDEN ENTMT INC COMstock | $3,000 | +50.0% | 63 | 0.0% | 0.00% | 0.0% | |
| ALLE | ALLEGION PLC ORD SHSstock | $5,000 | 0.0% | 41 | 0.0% | 0.00% | 0.0% | |
| TBT | PROSHARES ULTRASHORT 20 YEAR TREASURYetf | $2,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% | |
| GOVT | Buy | ISHARES U.S. TREASURY BOND ETFetf | $5,000 | 0.0% | 200 | +1.0% | 0.00% | 0.0% |
| FXP | PROSHARES ULTRASHORT FTSE CHINA 50etf | $2,000 | +100.0% | 62 | 0.0% | 0.00% | – | |
| ATO | ATMOS ENERGY CORP COMstock | $2,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% | |
| PBCT | Buy | PEOPLES UNITED FINANCIAL INC COMstock | $5,000 | – | 319 | +3444.4% | 0.00% | – |
| CBRE | CBRE GROUP INC CL Astock | $4,000 | +33.3% | 45 | 0.0% | 0.00% | 0.0% | |
| CFR | New | CULLEN FROST BANKERS INC COMstock | $4,000 | – | 37 | +100.0% | 0.00% | – |
| JBLU | JETBLUE AWYS CORP COMstock | $3,000 | -25.0% | 250 | 0.0% | 0.00% | 0.0% | |
| CPLP | New | CAPITAL PRODUCT PARTNERS L P PARTNERSHP UNITSstock | $5,000 | – | 400 | +100.0% | 0.00% | – |
| MDXG | MIMEDX GROUP INC COMstock | $3,000 | -57.1% | 600 | 0.0% | 0.00% | -50.0% | |
| IR | Sell | INGERSOLL RAND INC COMstock | $5,000 | 0.0% | 116 | -3.3% | 0.00% | 0.0% |
| SJM | New | SMUCKER J M CO COM NEWstock | $0 | – | 1 | +100.0% | 0.00% | – |
| LH | LABORATORY CORP AMER HLDGS COM NEWstock | $1,000 | 0.0% | 7 | 0.0% | 0.00% | – | |
| LW | LAMB WESTON HLDGS INC COMstock | $0 | – | 2 | 0.0% | 0.00% | – | |
| LE | LANDS END INC NEW COMstock | $0 | – | 1 | 0.0% | 0.00% | – | |
| LDOS | Sell | LEIDOS HOLDINGS INC COMstock | $0 | – | 1 | -50.0% | 0.00% | – |
| TREE | LENDINGTREE INC NEW COMstock | $0 | – | 2 | 0.0% | 0.00% | – | |
| LEN | Buy | LENNAR CORP CL Astock | $1,000 | 0.0% | 20 | +5.3% | 0.00% | – |
| LAD | New | LITHIA MTRS INC COMstock | $0 | – | 1 | +100.0% | 0.00% | – |
| IGE | ISHARES NORTH AMERICAN NATURAL RESOURCES ETFetf | $1,000 | 0.0% | 57 | 0.0% | 0.00% | – | |
| L | LOEWS CORP COMstock | $1,000 | 0.0% | 29 | 0.0% | 0.00% | – | |
| LITE | LUMENTUM HLDGS INC COMstock | $0 | – | 3 | 0.0% | 0.00% | – | |
| MIN | MFS INTER INCOME TR SH BEN INTcef | $1,000 | 0.0% | 500 | 0.0% | 0.00% | – | |
| MGM | Buy | MGM RESORTS INTERNATIONAL COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| MKSI | New | MKS INSTRS INC COMstock | $0 | – | 3 | +100.0% | 0.00% | – |
| MSGS | MADISON SQUARE GRDN SPRT CORP CL Astock | $0 | – | 4 | 0.0% | 0.00% | – | |
| MSGE | Buy | MADISON SQUARE GRDN ENTERTNMNT CL Astock | $0 | – | 6 | +50.0% | 0.00% | – |
| IQV | Buy | IQVIA HLDGS INC COMstock | $0 | – | 3 | +50.0% | 0.00% | – |
| MLM | MARTIN MARIETTA MATLS INC COMstock | $0 | – | 1 | 0.0% | 0.00% | – | |
| PJP | INVESCO DYNAMIC PHARMACEUTICALS ETFetf | $1,000 | 0.0% | 21 | 0.0% | 0.00% | – | |
| MTD | METTLER TOLEDO INTERNATIONAL COMstock | $1,000 | 0.0% | 1 | 0.0% | 0.00% | – | |
| CIF | MFS INTER HIGH INCOME FD SH BEN INTcef | $1,000 | 0.0% | 386 | 0.0% | 0.00% | – | |
| MICRO FOCUS INTL PLC SPON ADR NEWadr | $0 | – | 3 | 0.0% | 0.00% | – | ||
| INCY | INCYTE CORP COMstock | $0 | – | 2 | 0.0% | 0.00% | – | |
| IMGN | IMMUNOGEN INC COMstock | $0 | – | 67 | 0.0% | 0.00% | – | |
| IIF | MORGAN STANLEY INDIA INVT FD I COMcef | $1,000 | 0.0% | 42 | 0.0% | 0.00% | – | |
| NOV | NOV INC COMstock | $0 | – | 48 | 0.0% | 0.00% | – | |
| NGG | Buy | NATIONAL GRID PLC SPONSORED ADR NEadr | $1,000 | 0.0% | 31 | +3.3% | 0.00% | – |
| NGS | NATURAL GAS SVCS GROUP INC COMstock | $0 | – | 26 | 0.0% | 0.00% | – | |
| NETE | NET ELEMENT INC COMstock | $0 | – | 72 | 0.0% | 0.00% | – | |
| NWSA | NEWS CORP NEW CL Astock | $0 | – | 28 | 0.0% | 0.00% | – | |
| NWS | NEWS CORP NEW CL Bstock | $0 | – | 15 | 0.0% | 0.00% | – | |
| NHF | NEXPOINT STRATEGIC OPPORTES FD COM NEWcef | $1,000 | 0.0% | 75 | 0.0% | 0.00% | – | |
| HII | HUNTINGTON INGALLS INDS INC COMstock | $0 | – | 2 | 0.0% | 0.00% | – | |
| NOK | NOKIA CORP SPONSORED ADRadr | $0 | – | 4 | 0.0% | 0.00% | – | |
| HBAN | HUNTINGTON BANCSHARES INC COMstock | $0 | – | 26 | 0.0% | 0.00% | – | |
| NG | NOVAGOLD RES INC COM NEWstock | $0 | -100.0% | 140 | 0.0% | 0.00% | – | |
| HST | Sell | HOST HOTELS & RESORTS INC COMreit | $0 | – | 8 | -60.0% | 0.00% | – |
| HFC | HOLLYFRONTIER CORP COMstock | $0 | – | 2 | 0.0% | 0.00% | – | |
| ORLY | OREILLY AUTOMOTIVE INC COMstock | $1,000 | 0.0% | 2 | 0.0% | 0.00% | – | |
| JKHY | HENRY JACK & ASSOC INC COMstock | $0 | – | 1 | 0.0% | 0.00% | – | |
| HL | HECLA MNG CO COMstock | $0 | – | 102 | 0.0% | 0.00% | – | |
| OHI | Buy | OMEGA HEALTHCARE INVS INC COMreit | $1,000 | -50.0% | 63 | +1.6% | 0.00% | -100.0% |
| OPEN | OPENDOOR TECHNOLOGIES INC COMstock | $0 | – | 21 | 0.0% | 0.00% | – | |
| HOG | HARLEY DAVIDSON INC COMstock | $1,000 | -50.0% | 53 | 0.0% | 0.00% | -100.0% | |
| PJT | PJT PARTNERS INC COM CL Astock | $1,000 | – | 14 | 0.0% | 0.00% | – | |
| GRWG | Sell | GROWGENERATION CORP COMstock | $1,000 | -95.5% | 60 | -87.0% | 0.00% | -100.0% |
| PNM | PNM RES INC COMstock | $1,000 | 0.0% | 25 | 0.0% | 0.00% | – | |
| PPL | Sell | PPL CORP COMstock | $0 | – | 8 | -11.1% | 0.00% | – |
| PVH | Buy | PVH CORPORATION COMstock | $1,000 | – | 10 | +11.1% | 0.00% | – |
| PCAR | Buy | PACCAR INC COMstock | $1,000 | 0.0% | 22 | +4.8% | 0.00% | – |
| GNLN | New | GREENLANE HLDGS INC CL Astock | $0 | – | 301 | +100.0% | 0.00% | – |
| GRBK | GREEN BRICK PARTNERS INC COMstock | $0 | – | 37 | 0.0% | 0.00% | – | |
| PEB | PEBBLEBROOK HOTEL TR COMreit | $0 | – | 4 | 0.0% | 0.00% | – | |
| PAG | New | PENSKE AUTOMOTIVE GRP INC COMstock | $0 | – | 1 | +100.0% | 0.00% | – |
| COPX | New | GLOBAL X COPPER MINERS ETFetf | $1,000 | – | 30 | +100.0% | 0.00% | – |
| PCH | POTLATCHDELTIC CORPORATION COMreit | $0 | – | 1 | 0.0% | 0.00% | – | |
| TROW | PRICE T ROWE GROUP INC COMstock | $0 | – | 4 | 0.0% | 0.00% | – | |
| GTX | New | GARRETT MOTION INC COMstock | $0 | – | 41 | +100.0% | 0.00% | – |
| PGR | PROGRESSIVE CORP COMstock | $0 | – | 4 | 0.0% | 0.00% | – | |
| SQQQ | PROSHARES ULTRAPRO SHORT QQQetf | $0 | – | 5 | 0.0% | 0.00% | – | |
| PSEC | New | PROSPECT CAP CORP COMcef | $0 | – | 2 | +100.0% | 0.00% | – |
| GRX | GABELLI HLTHCARE & WELLNESS TR SHScef | $0 | – | 60 | 0.0% | 0.00% | – | |
| GUT | GABELLI UTIL TR COMcef | $0 | – | 120 | 0.0% | 0.00% | – | |
| PSA | PUBLIC STORAGE COMreit | $1,000 | 0.0% | 5 | 0.0% | 0.00% | – | |
| PHM | PULTE GROUP INC COMstock | $0 | – | 4 | 0.0% | 0.00% | – | |
| PWR | QUANTA SVCS INC COMstock | $1,000 | 0.0% | 16 | 0.0% | 0.00% | – | |
| RMR | RMR GROUP INC CL Astock | $0 | – | 4 | 0.0% | 0.00% | – | |
| FCX | FREEPORT-MCMORAN INC CL Bstock | $0 | – | 10 | 0.0% | 0.00% | – | |
| RMD | RESMED INC COMstock | $1,000 | – | 4 | 0.0% | 0.00% | – | |
| REZI | RESIDEO TECHNOLOGIES INC COMstock | $1,000 | -50.0% | 67 | 0.0% | 0.00% | -100.0% | |
| REI | RING ENERGY INC COMstock | $0 | – | 8 | 0.0% | 0.00% | – | |
| FE | FIRSTENERGY CORP COMstock | $0 | – | 17 | 0.0% | 0.00% | – | |
| ROP | ROPER TECHNOLOGIES INC COMstock | $0 | – | 1 | 0.0% | 0.00% | – | |
| FITB | FIFTH THIRD BANCORP COMstock | $1,000 | 0.0% | 37 | 0.0% | 0.00% | – | |
| FREL | Sell | FIDELITY MSCI REAL ESTATE INDEX ETFetf | $0 | – | 11 | -21.4% | 0.00% | – |
| FRT | New | FEDERAL RLTY INVT TR SH BEN INT NEWreit | $0 | – | 5 | +100.0% | 0.00% | – |
| FAST | FASTENAL CO COMstock | $0 | – | 6 | 0.0% | 0.00% | – | |
| FMC | FMC CORP COM NEWstock | $1,000 | -50.0% | 19 | 0.0% | 0.00% | -100.0% | |
| EXR | EXTRA SPACE STORAGE INC COMreit | $0 | – | 2 | 0.0% | 0.00% | – | |
| SCHV | SCHWAB U.S. LARGE-CAP VALUE ETFetf | $0 | – | 1 | 0.0% | 0.00% | – | |
| EXPD | EXPEDITORS INTL WASH INC COMstock | $0 | – | 7 | 0.0% | 0.00% | – | |
| SCHP | New | SCHWAB U.S. TIPS ETFetf | $0 | – | 1 | +100.0% | 0.00% | – |
| EXPE | Sell | EXPEDIA GROUP INC COM NEWstock | $0 | -100.0% | 5 | -98.0% | 0.00% | -100.0% |
| SEE | SEALED AIR CORP NEW COMstock | $1,000 | 0.0% | 21 | 0.0% | 0.00% | – | |
| EVGO | New | EVGO INC CL A COMstock | $0 | – | 33 | +100.0% | 0.00% | – |
| EVRG | EVERGY INC COMstock | $0 | – | 8 | 0.0% | 0.00% | – | |
| MRIN | Exit | MARIN SOFTWARE INC COM NEWstock | $0 | – | 0 | +100.0% | 0.00% | – |
| EQIX | EQUINIX INC COMreit | $0 | – | 1 | 0.0% | 0.00% | – | |
| SENS | SENSEONICS HLDGS INC COMstock | $0 | – | 50 | 0.0% | 0.00% | – | |
| LHX | Buy | L3HARRIS TECHNOLOGIES INC COMstock | $1,000 | 0.0% | 7 | +40.0% | 0.00% | – |
| SNA | SNAP ON INC COMstock | $0 | – | 2 | 0.0% | 0.00% | – | |
| SATS | ECHOSTAR CORP CL Astock | $1,000 | – | 40 | 0.0% | 0.00% | – | |
| SWK | STANLEY BLACK & DECKER INC COMstock | $1,000 | -50.0% | 11 | 0.0% | 0.00% | -100.0% | |
| STT | Buy | STATE STR CORP COMstock | $1,000 | 0.0% | 15 | +7.1% | 0.00% | – |
| DRE | Sell | DUKE REALTY CORP COM NEWreit | $0 | – | 1 | -50.0% | 0.00% | – |
| SNPS | SYNOPSYS INC COMstock | $1,000 | 0.0% | 5 | 0.0% | 0.00% | – | |
| WDC | Exit | WESTERN DIGITAL CORP. COMstock | $0 | – | -1 | -100.0% | 0.00% | – |
| TTWO | TAKE-TWO INTERACTIVE SOFTWARE COMstock | $0 | – | 2 | 0.0% | 0.00% | – | |
| DISCA | DISCOVERY INC COM SER Astock | $0 | – | 6 | 0.0% | 0.00% | – | |
| TDOC | TELADOC HEALTH INC COMstock | $1,000 | 0.0% | 11 | 0.0% | 0.00% | – | |
| TFX | TELEFLEX INCORPORATED COMstock | $0 | – | 2 | 0.0% | 0.00% | – | |
| TDF | Buy | TEMPLETON DRAGON FD INC COMcef | $1,000 | -50.0% | 107 | +13.8% | 0.00% | -100.0% |
| TER | TERADYNE INC COMstock | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
| DBGI | New | DIGITAL BRANDS GROUP INC COMstock | $1,000 | – | 525 | +100.0% | 0.00% | – |
| DRH | DIAMONDROCK HOSPITALITY CO COMreit | $1,000 | 0.0% | 206 | 0.0% | 0.00% | – | |
| DVA | DAVITA INC COMstock | $1,000 | 0.0% | 11 | 0.0% | 0.00% | – | |
| DXC | DXC TECHNOLOGY CO COMstock | $0 | – | 2 | 0.0% | 0.00% | – | |
| AEE | Exit | AMEREN CORP COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| TA | TRAVELCENTERS OF AMERICA INC COM NEWstock | $0 | – | 6 | 0.0% | 0.00% | – | |
| TMQ | TRILOGY METALS INC NEW COMstock | $0 | – | 23 | 0.0% | 0.00% | – | |
| MSGN | Exit | MSG NETWORK INC CL Astock | $0 | – | -12 | -100.0% | 0.00% | – |
| DHI | D R HORTON INC COMstock | $0 | – | 3 | 0.0% | 0.00% | – | |
| TYL | TYLER TECHNOLOGIES INC COMstock | $0 | – | 2 | 0.0% | 0.00% | – | |
| UDR | UDR INC COMreit | $0 | – | 10 | 0.0% | 0.00% | – | |
| UA | Sell | UNDER ARMOUR INC CL Cstock | $0 | -100.0% | 13 | -97.1% | 0.00% | -100.0% |
| CRSR | CORSAIR GAMING INC COMstock | $0 | – | 10 | 0.0% | 0.00% | – | |
| URI | UNITED RENTALS INC COMstock | $1,000 | – | 3 | 0.0% | 0.00% | – | |
| CPRT | COPART INC COMstock | $0 | – | 1 | 0.0% | 0.00% | – | |
| COO | Sell | COOPER COS INC COM NEWstock | $1,000 | 0.0% | 4 | -20.0% | 0.00% | – |
| UHS | UNIVERSAL HLTH SVCS INC CL Bstock | $0 | – | 3 | 0.0% | 0.00% | – | |
| UONE | URBAN ONE INC CL Astock | $1,000 | 0.0% | 149 | 0.0% | 0.00% | – | |
| CRK | COMSTOCK RES INC COMstock | $0 | – | 10 | 0.0% | 0.00% | – | |
| CMA | COMERICA INC COMstock | $0 | – | 9 | 0.0% | 0.00% | – | |
| CTSH | Buy | COGNIZANT TECHNOLOGY SOLUTIONS CL Astock | $1,000 | – | 14 | +27.3% | 0.00% | – |
| EMLC | VANECK J.P. MORGAN EM LOCAL CURRENCY BOND ETFetf | $0 | – | 19 | 0.0% | 0.00% | – | |
| IVOV | VANGUARD S&P MID-CAP 400 VALUE ETFetf | $0 | – | 5 | 0.0% | 0.00% | – | |
| IVOG | VANGUARD S&P MID-CAP 400 GROWTH ETFetf | $1,000 | 0.0% | 6 | 0.0% | 0.00% | – | |
| BLV | VANGUARD LONG-TERM BOND INDEX FUNDetf | $0 | – | 2 | 0.0% | 0.00% | – | |
| CFG | CITIZENS FINL GROUP INC COMstock | $1,000 | 0.0% | 34 | 0.0% | 0.00% | – | |
| CTAS | Sell | CINTAS CORP COMstock | $0 | -100.0% | 1 | -96.8% | 0.00% | -100.0% |
| LNG | CHENIERE ENERGY INC COM NEWstock | $0 | – | 2 | 0.0% | 0.00% | – | |
| CC | CHEMOURS CO COMstock | $0 | – | 22 | 0.0% | 0.00% | – | |
| CHPT | New | CHARGEPOINT HOLDINGS INC COM CL Astock | $0 | – | 5 | +100.0% | 0.00% | – |
| CNP | CENTERPOINT ENERGY INC COMstock | $0 | – | 15 | 0.0% | 0.00% | – | |
| LOTZ | CARLOTZ INC COM CL Astock | $0 | – | 125 | 0.0% | 0.00% | – | |
| CDNS | CADENCE DESIGN SYSTEM INC COMstock | $1,000 | 0.0% | 11 | 0.0% | 0.00% | – | |
| CSX | Buy | CSX CORP COMstock | $0 | – | 8 | +33.3% | 0.00% | – |
| CHRW | New | C H ROBINSON WORLDWIDE INC COM NEWstock | $0 | – | 1 | +100.0% | 0.00% | – |
| CDW | CDW CORP COMstock | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
| CDK | CDK GLOBAL INC COMstock | $1,000 | 0.0% | 36 | 0.0% | 0.00% | – | |
| IGR | Buy | CBRE CLARION GLOBAL REAL ESTAT COMcef | $1,000 | 0.0% | 220 | +1.9% | 0.00% | – |
| CBOE | Sell | CBOE GLOBAL MKTS INC COMstock | $1,000 | 0.0% | 13 | -13.3% | 0.00% | – |
| BFA | BROWN FORMAN CORP CL Astock | $0 | – | 2 | 0.0% | 0.00% | – | |
| BIPC | BROOKFIELD INFRASTRUCTURE CORP COM SB VTG SHS Astock | $1,000 | 0.0% | 22 | 0.0% | 0.00% | – | |
| VRTV | VERITIV CORP COMstock | $0 | – | 1 | 0.0% | 0.00% | – | |
| VIAV | VIAVI SOLUTIONS INC COMstock | $0 | – | 20 | 0.0% | 0.00% | – | |
| SAM | New | BOSTON BEER INC CL Astock | $0 | – | 1 | +100.0% | 0.00% | – |
| BWA | BORGWARNER INC COMstock | $0 | – | 19 | 0.0% | 0.00% | – | |
| VNT | VONTIER CORPORATION COMstock | $0 | – | 16 | 0.0% | 0.00% | – | |
| BB | BLACKBERRY LTD COMstock | $1,000 | -50.0% | 176 | 0.0% | 0.00% | -100.0% | |
| WB | WEIBO CORP SPONSORED ADRadr | $0 | – | 18 | 0.0% | 0.00% | – | |
| WU | Buy | WESTERN UN CO COMstock | $0 | – | 33 | +22.2% | 0.00% | – |
| BBBY | BED BATH & BEYOND INC COMstock | $0 | – | 10 | 0.0% | 0.00% | – | |
| GOLD | BARRICK GOLD CORP COMstock | $1,000 | 0.0% | 80 | 0.0% | 0.00% | – | |
| DJP | IPATH BLOOMBERG COMMODITY INDEX TOTAL RETURN ETNetf | $1,000 | 0.0% | 45 | 0.0% | 0.00% | – | |
| BNS | BANK NOVA SCOTIA B C COMstock | $1,000 | 0.0% | 25 | 0.0% | 0.00% | – | |
| BLL | Buy | BALL CORP COMstock | $1,000 | – | 14 | +16.7% | 0.00% | – |
| BKTI | BK TECHNOLOGIES CORPORATION COMstock | $0 | – | 82 | 0.0% | 0.00% | – | |
| AVNS | AVANOS MED INC COMstock | $0 | – | 8 | 0.0% | 0.00% | – | |
| ZION | Buy | ZIONS BANCORPORATION N A COMstock | $1,000 | – | 24 | +380.0% | 0.00% | – |
| ADNT | ADIENT PLC ORD SHSstock | $0 | – | 16 | 0.0% | 0.00% | – | |
| AN | New | AUTONATION INC COMstock | $0 | – | 1 | +100.0% | 0.00% | – |
| ACB | AURORA CANNABIS INC COMstock | $1,000 | 0.0% | 196 | 0.0% | 0.00% | – | |
| ASRT | ASSERTIO HOLDINGS INC COM NEWstock | $1,000 | -50.0% | 1,750 | 0.0% | 0.00% | -100.0% | |
| ADM | ARCHER DANIELS MIDLAND CO COMstock | $0 | – | 10 | 0.0% | 0.00% | – | |
| APA | APA CORPORATION COMstock | $1,000 | 0.0% | 80 | 0.0% | 0.00% | – | |
| ANSS | ANSYS INC COMstock | $0 | – | 1 | 0.0% | 0.00% | – | |
| IVZ | Buy | INVESCO LTD SHSstock | $0 | – | 6 | +20.0% | 0.00% | – |
| BLOK | Buy | AMPLIFY TRANSFORMATIONAL DATA SHARING ETFetf | $0 | – | 20 | +25.0% | 0.00% | – |
| AME | Sell | AMETEK INC COMstock | $1,000 | -83.3% | 15 | -70.6% | 0.00% | -100.0% |
| NLSN | NIELSEN HLDGS PLC SHS EURstock | $1,000 | -50.0% | 94 | 0.0% | 0.00% | -100.0% | |
| STX | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHSstock | $0 | – | 5 | 0.0% | 0.00% | – | |
| TEL | Sell | TE CONNECTIVITY LTD REG SHSstock | $1,000 | 0.0% | 13 | -7.1% | 0.00% | – |
| ASIX | ADVANSIX INC COMstock | $0 | – | 11 | 0.0% | 0.00% | – | |
| PRNT | New | THE 3D PRINTING ETFetf | $0 | – | 19 | +100.0% | 0.00% | – |
| AMCX | Buy | AMC NETWORKS INC CL Astock | $0 | – | 20 | +66.7% | 0.00% | – |
| AES | Buy | AES CORP COMstock | $1,000 | -50.0% | 81 | +5.2% | 0.00% | -100.0% |
| J | Buy | JACOBS ENGR GROUP INC COMstock | $1,000 | 0.0% | 12 | +33.3% | 0.00% | – |
| GSG | ISHARES GSCI COMMODITY-INDEXED TRUSTetf | $0 | – | 40 | 0.0% | 0.00% | – | |
| KYN | Buy | KAYNE ANDERSON ENERGY INFRSTR COMcef | $0 | – | 54 | +1.9% | 0.00% | – |
| KMF | KAYNE ANDERSON NEXTGEN ENRGY COMcef | $0 | – | 131 | 0.0% | 0.00% | – | |
| K | Buy | KELLOGG CO COMstock | $1,000 | 0.0% | 29 | +11.5% | 0.00% | – |
| KDP | KEURIG DR PEPPER INC COMstock | $0 | – | 25 | 0.0% | 0.00% | – | |
| KEY | New | KEYCORP COMstock | $0 | – | 22 | +100.0% | 0.00% | – |
| KIM | Sell | KIMCO RLTY CORP COMreit | $1,000 | 0.0% | 75 | -18.5% | 0.00% | – |
| KTB | KONTOOR BRANDS INC COMstock | $1,000 | 0.0% | 31 | 0.0% | 0.00% | – | |
| ALXN | Exit | ALEXION PHARMACEUTICALS INC COMstock | $0 | – | -15 | -100.0% | -0.00% | – |
| MIE | Exit | COHEN & STEERS MLP INCOME & EN COM SHScef | $0 | – | -860 | -100.0% | -0.00% | – |
| RIOT | Exit | RIOT BLOCKCHAIN INC COMstock | $0 | – | -150 | -100.0% | -0.00% | – |
| SKLZ | Exit | SKILLZ INC COMstock | $0 | – | -200 | -100.0% | -0.00% | – |
| CBRL | Exit | CRACKER BARREL OLD CTRY STORE COMstock | $0 | – | -16 | -100.0% | -0.00% | – |
| XM | Exit | QUALTRICS INTL INC COM CL Astock | $0 | – | -125 | -100.0% | -0.00% | – |
| AHT | Exit | ASHFORD HOSPITALITY TR INC COM SHSreit | $0 | – | -968 | -100.0% | -0.00% | – |
| ESGE | Exit | ISHARES MSCI EM ESG SELECT ETFetf | $0 | – | -86 | -100.0% | -0.00% | – |
| CCIV | Exit | CHURCHILL CAPITAL CORP IV CL Astock | $0 | – | -150 | -100.0% | -0.00% | – |
| XELA | Exit | EXELA TECHNOLOGIES INC COM NEWstock | $0 | – | -1,500 | -100.0% | -0.00% | – |
| EOD | Exit | WELLS FARGO GLOBAL DIVID OPPOR COMcef | $0 | – | -1,438 | -100.0% | -0.00% | – |
| AMLP | Exit | ALERIAN MLP ETFetf | $0 | – | -168 | -100.0% | -0.00% | – |
| PLBY | Exit | PLBY GROUP INC COMstock | $0 | – | -200 | -100.0% | -0.00% | – |
| SCHG | Exit | SCHWAB U.S. LARGE-CAP GROWTH ETFetf | $0 | – | -62 | -100.0% | -0.00% | – |
| JD | Exit | JD.COM INC SPON ADR CL Aadr | $0 | – | -150 | -100.0% | -0.00% | – |
| JMIA | Exit | JUMIA TECHNOLOGIES AG SPONSORED ADSadr | $0 | – | -350 | -100.0% | -0.00% | – |
| MGA | Exit | MAGNA INTL INC COMstock | $0 | – | -150 | -100.0% | -0.00% | – |
| BAX | Exit | BAXTER INTL INC COMstock | $0 | – | -126 | -100.0% | -0.00% | – |
| SNY | Exit | SANOFI SPONSORED ADRadr | $0 | – | -312 | -100.0% | -0.00% | – |
| LB | Exit | L BRANDS INC COMstock | $0 | – | -231 | -100.0% | -0.00% | – |
| UBSI | Exit | UNITED BANKSHARES INC WEST VA COMstock | $0 | – | -909 | -100.0% | -0.01% | – |
| ORBC | Exit | ORBCOMM INC COMstock | $0 | – | -8,400 | -100.0% | -0.02% | – |
| GE | Exit | GENERAL ELECTRIC CO COMstock | $0 | – | -7,589 | -100.0% | -0.03% | – |
| MXIM | Exit | MAXIM INTEGRATED PRODS INC COMstock | $0 | – | -1,382 | -100.0% | -0.04% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-10-12
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC COM | 12 | Q3 2023 | 12.0% |
| ISHARES RUSSELL TOP 200 GROWTH ETF | 12 | Q3 2023 | 11.9% |
| VANGUARD S&P 500 ETF | 12 | Q3 2023 | 5.4% |
| MICROSOFT CORP COM | 12 | Q3 2023 | 3.4% |
| AMAZON COM INC COM | 12 | Q3 2023 | 3.8% |
| ISHARES SELECT DIVIDEND ETF | 12 | Q3 2023 | 3.6% |
| ARK INNOVATION ETF | 12 | Q3 2023 | 6.9% |
| ISHARES CORE DIVIDEND GROWTH ETF | 12 | Q3 2023 | 6.1% |
| ISHARES MSCI EAFE ESG SELECT ETF | 12 | Q3 2023 | 2.5% |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | 12 | Q3 2023 | 2.2% |
View SOA Wealth Advisors, LLC.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-10 |
| 13F-HR/A | 2024-02-13 |
| 13F-HR | 2024-01-10 |
| 13F-HR | 2023-10-10 |
| 13F-HR | 2023-07-07 |
| 13F-HR | 2023-04-28 |
| 13F-HR | 2023-01-10 |
| 13F-HR | 2022-10-07 |
| 13F-HR | 2022-07-13 |
| 13F-HR | 2022-04-07 |
View SOA Wealth Advisors, LLC.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.