$1.13 Billion is the total value of Washington Trust Advisors, Inc.'s 1177 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 11.2% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Sell | APPLE INC | $53,036,000 | -24.1% | 387,922 | -3.1% | 4.68% | -5.8% |
| FNDX | Buy | SCHWAB STRATEGIC TRschwab fdt us lg | $51,482,000 | -7.0% | 1,011,441 | +6.9% | 4.54% | +15.5% |
| PWR | Sell | QUANTA SVCS INC | $42,122,000 | -7.9% | 336,058 | -3.3% | 3.71% | +14.5% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $38,121,000 | -22.2% | 17,427 | -0.7% | 3.36% | -3.3% |
| IQV | Buy | IQVIA HLDGS INC | $34,238,000 | -5.5% | 157,784 | +0.7% | 3.02% | +17.5% |
| V | Buy | VISA INC | $33,382,000 | -10.4% | 169,543 | +0.9% | 2.94% | +11.3% |
| PANW | Sell | PALO ALTO NETWORKS INC | $30,312,000 | -20.7% | 61,367 | -0.1% | 2.67% | -1.5% |
| RMD | Buy | RESMED INC | $28,785,000 | -12.3% | 137,313 | +1.4% | 2.54% | +8.9% |
| AMZN | Buy | AMAZON COM INC | $27,312,000 | -36.0% | 257,151 | +1865.4% | 2.41% | -20.4% |
| PEP | Sell | PEPSICO INC | $24,341,000 | -4.5% | 146,049 | -4.1% | 2.15% | +18.6% |
| J | Buy | JACOBS ENGR GROUP INC | $24,136,000 | -7.5% | 189,848 | +0.3% | 2.13% | +14.9% |
| DE | Sell | DEERE & CO | $24,054,000 | -28.1% | 80,321 | -0.3% | 2.12% | -10.7% |
| BDX | Buy | BECTON DICKINSON & CO | $23,702,000 | -7.1% | 96,140 | +0.2% | 2.09% | +15.4% |
| FNDF | Buy | SCHWAB STRATEGIC TRschwb fdt int lg | $23,452,000 | -6.4% | 828,387 | +6.6% | 2.07% | +16.2% |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $22,525,000 | -5.9% | 170,799 | +5.4% | 1.99% | +16.9% |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $22,321,000 | -14.2% | 122,280 | +0.9% | 1.97% | +6.7% |
| VCSH | Sell | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $21,527,000 | -15.1% | 282,280 | -13.1% | 1.90% | +5.4% |
| REGN | Buy | REGENERON PHARMACEUTICALS | $20,404,000 | -15.3% | 34,518 | +0.1% | 1.80% | +5.2% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $18,716,000 | -23.8% | 8,588 | -2.8% | 1.65% | -5.4% |
| SBUX | Buy | STARBUCKS CORP | $17,551,000 | -13.1% | 229,749 | +3.5% | 1.55% | +8.0% |
| APD | Buy | AIR PRODS & CHEMS INC | $17,160,000 | -3.0% | 71,360 | +0.8% | 1.51% | +20.5% |
| ZBRA | Buy | ZEBRA TECHNOLOGIES CORPORATIcl a | $17,046,000 | -27.4% | 57,989 | +2.2% | 1.50% | -9.8% |
| BKNG | Buy | BOOKING HOLDINGS INC | $16,323,000 | -24.7% | 9,333 | +1.1% | 1.44% | -6.5% |
| FB | Sell | META PLATFORMS INCcl a | $15,851,000 | -28.3% | 98,303 | -1.1% | 1.40% | -10.9% |
| AMT | Sell | AMERICAN TOWER CORP NEW | $15,336,000 | +1.5% | 60,003 | -0.2% | 1.35% | +26.1% |
| VUG | Buy | VANGUARD INDEX FDSgrowth etf | $14,994,000 | +3.3% | 67,273 | +33.3% | 1.32% | +28.2% |
| DIS | Buy | DISNEY WALT CO | $14,915,000 | -29.8% | 158,005 | +2.0% | 1.32% | -12.8% |
| VTEB | Sell | VANGUARD MUN BD FDStax exempt bd | $14,875,000 | -10.5% | 297,975 | -7.6% | 1.31% | +11.2% |
| NKE | Buy | NIKE INCcl b | $14,459,000 | -19.7% | 141,473 | +5.7% | 1.28% | -0.2% |
| VOO | Buy | VANGUARD INDEX FDS | $14,313,000 | -16.2% | 41,262 | +0.3% | 1.26% | +4.0% |
| PYPL | Buy | PAYPAL HLDGS INC | $12,244,000 | -37.9% | 175,306 | +2.8% | 1.08% | -22.8% |
| INVH | Sell | INVITATION HOMES INC | $11,922,000 | -17.9% | 335,069 | -7.3% | 1.05% | +1.9% |
| BEPC | Buy | BROOKFIELD RENEWABLE CORPcl a sub vtg | $10,729,000 | -17.7% | 301,280 | +1.3% | 0.95% | +2.3% |
| VOE | Buy | VANGUARD INDEX FDSmcap vl idxvip | $10,608,000 | -11.1% | 81,899 | +2.8% | 0.94% | +10.4% |
| MSGE | Buy | MADISON SQUARE GRDN ENTERTNMcl a | $10,329,000 | -35.7% | 196,289 | +1.8% | 0.91% | -20.1% |
| GMED | Buy | GLOBUS MED INCcl a | $10,330,000 | -22.6% | 183,997 | +1.7% | 0.91% | -3.8% |
| JNJ | Sell | JOHNSON & JOHNSON | $9,464,000 | -0.8% | 53,313 | -0.9% | 0.83% | +23.2% |
| VEA | Buy | VANGUARD TAX-MANAGED INTL FDvan ftse dev mkt | $9,228,000 | +76.3% | 226,187 | +107.6% | 0.81% | +119.4% |
| APTV | Buy | APTIV PLC | $9,056,000 | -23.8% | 101,672 | +2.5% | 0.80% | -5.3% |
| VB | Buy | VANGUARD INDEX FDSsmall cp etf | $8,993,000 | -10.6% | 51,063 | +7.9% | 0.79% | +11.1% |
| MSFT | Sell | MICROSOFT CORP | $8,517,000 | -28.5% | 33,162 | -14.2% | 0.75% | -11.2% |
| VEEV | Buy | VEEVA SYS INC | $8,459,000 | -2.5% | 42,715 | +4.6% | 0.75% | +21.1% |
| XOM | Sell | EXXON MOBIL CORP | $7,736,000 | -3.3% | 90,333 | -6.7% | 0.68% | +20.1% |
| SPLK | Buy | SPLUNK INC | $7,626,000 | -39.2% | 86,206 | +2.1% | 0.67% | -24.6% |
| UBER | Buy | UBER TECHNOLOGIES INC | $7,132,000 | -39.0% | 348,625 | +6.4% | 0.63% | -24.2% |
| HYG | Sell | ISHARES TRiboxx hi yd etf | $7,021,000 | -42.9% | 95,372 | -36.2% | 0.62% | -29.1% |
| AY | Sell | ATLANTICA SUSTAINABLE INFR P | $6,964,000 | -8.3% | 215,876 | -0.3% | 0.61% | +13.9% |
| ECL | Buy | ECOLAB INC | $6,859,000 | +7.9% | 44,604 | +23.9% | 0.60% | +34.1% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $6,702,000 | -16.4% | 17,765 | +0.1% | 0.59% | +3.9% |
| EW | Sell | EDWARDS LIFESCIENCES CORP | $6,578,000 | -23.8% | 69,178 | -5.7% | 0.58% | -5.4% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $6,554,000 | +350.4% | 157,345 | +399.0% | 0.58% | +461.2% |
| GSLC | Sell | GOLDMAN SACHS ETF TRactivebeta us lg | $6,465,000 | -15.9% | 86,274 | -0.1% | 0.57% | +4.4% |
| DEO | Buy | DIAGEO PLCspon adr new | $5,774,000 | -13.0% | 33,158 | +1.5% | 0.51% | +8.1% |
| SCHP | Sell | SCHWAB STRATEGIC TRus tips etf | $5,549,000 | -10.9% | 99,439 | -3.1% | 0.49% | +10.6% |
| KMI | Sell | KINDER MORGAN INC DEL | $5,153,000 | -15.8% | 307,440 | -5.0% | 0.45% | +4.4% |
| ISRG | Buy | INTUITIVE SURGICAL INC | $5,022,000 | -16.2% | 25,024 | +25.9% | 0.44% | +4.0% |
| MTN | Buy | VAIL RESORTS INC | $5,022,000 | -14.1% | 23,037 | +2.5% | 0.44% | +6.7% |
| FNDA | Buy | SCHWAB STRATEGIC TRschwab fdt us sc | $4,924,000 | -6.7% | 108,817 | +10.3% | 0.43% | +16.0% |
| KO | Buy | COCA COLA CO | $4,690,000 | +2.0% | 74,544 | +0.5% | 0.41% | +27.0% |
| ILMN | Buy | ILLUMINA INC | $4,652,000 | -38.6% | 25,232 | +16.3% | 0.41% | -23.8% |
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $4,428,000 | -19.5% | 23,478 | -2.9% | 0.39% | -0.3% |
| VOT | Sell | VANGUARD INDEX FDSmcap gr idxvip | $4,369,000 | -22.1% | 24,917 | -1.0% | 0.38% | -3.3% |
| NVDA | Buy | NVIDIA CORPORATION | $4,290,000 | -27.6% | 28,308 | +30.3% | 0.38% | -10.2% |
| DDD | Sell | 3-D SYS CORP DEL | $3,909,000 | -45.2% | 402,906 | -5.8% | 0.34% | -31.8% |
| JPM | Sell | JPMORGAN CHASE & CO | $3,889,000 | -23.3% | 34,540 | -7.1% | 0.34% | -4.7% |
| WMT | Sell | WALMART INC | $3,743,000 | -19.0% | 30,785 | -0.8% | 0.33% | +0.6% |
| IEFA | Sell | ISHARES TRcore msci eafe | $3,436,000 | -16.3% | 58,389 | -1.1% | 0.30% | +4.1% |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS | $3,219,000 | -18.4% | 22,798 | -24.8% | 0.28% | +1.4% |
| ABT | Sell | ABBOTT LABS | $3,225,000 | -8.5% | 29,680 | -0.3% | 0.28% | +13.6% |
| PG | Sell | PROCTER AND GAMBLE CO | $3,086,000 | -39.4% | 21,463 | -35.6% | 0.27% | -24.9% |
| ADP | Sell | AUTOMATIC DATA PROCESSING IN | $3,075,000 | -14.8% | 14,642 | -7.7% | 0.27% | +5.9% |
| CSCO | Buy | CISCO SYS INC | $2,797,000 | -22.9% | 65,598 | +0.8% | 0.25% | -3.9% |
| IWF | Buy | ISHARES TRrus 1000 grw etf | $2,790,000 | -19.9% | 12,757 | +1.7% | 0.25% | -0.4% |
| ABBV | Sell | ABBVIE INC | $2,664,000 | -7.7% | 17,388 | -2.3% | 0.24% | +14.6% |
| BND | Sell | VANGUARD BD INDEX FDStotal bnd mrkt | $2,653,000 | -7.9% | 35,253 | -2.6% | 0.23% | +14.7% |
| IWD | Sell | ISHARES TRrus 1000 val etf | $2,638,000 | -14.8% | 18,197 | -2.5% | 0.23% | +5.9% |
| PFE | Sell | PFIZER INC | $2,622,000 | -5.9% | 50,015 | -7.1% | 0.23% | +16.7% |
| HD | Sell | HOME DEPOT INC | $2,447,000 | -14.4% | 8,923 | -6.6% | 0.22% | +6.4% |
| CP | Sell | CANADIAN PAC RY LTD | $2,428,000 | -40.8% | 34,772 | -30.0% | 0.21% | -26.5% |
| IEMG | Buy | ISHARES INCcore msci emkt | $2,155,000 | -2.3% | 43,914 | +10.6% | 0.19% | +21.8% |
| EFA | Buy | ISHARES TRmsci eafe etf | $1,976,000 | +17.4% | 31,621 | +38.3% | 0.17% | +46.2% |
| LOW | Buy | LOWES COS INC | $1,934,000 | -10.8% | 11,074 | +3.3% | 0.17% | +11.0% |
| DOCU | Sell | DOCUSIGN INC | $1,909,000 | -49.7% | 33,262 | -6.2% | 0.17% | -37.5% |
| BSV | Sell | VANGUARD BD INDEX FDSshort trm bond | $1,622,000 | -5.3% | 21,122 | -3.9% | 0.14% | +17.2% |
| GVI | Sell | ISHARES TRintrm gov cr etf | $1,625,000 | -16.3% | 15,395 | -14.0% | 0.14% | +3.6% |
| RTX | Sell | RAYTHEON TECHNOLOGIES CORP | $1,599,000 | -4.9% | 16,637 | -2.0% | 0.14% | +18.5% |
| AMLP | Sell | ALPS ETF TRalerian mlp | $1,597,000 | -14.0% | 46,347 | -4.4% | 0.14% | +6.8% |
| IWS | Sell | ISHARES TRrus mdcp val etf | $1,598,000 | -15.4% | 15,742 | -0.4% | 0.14% | +5.2% |
| ICLR | Buy | ICON PLC | $1,490,000 | -10.5% | 6,875 | +0.4% | 0.13% | +11.0% |
| IVV | Sell | ISHARES TRcore s&p500 etf | $1,469,000 | -20.9% | 3,874 | -5.3% | 0.13% | -1.5% |
| AXP | Sell | AMERICAN EXPRESS CO | $1,463,000 | -52.7% | 10,553 | -36.2% | 0.13% | -41.4% |
| VBR | Buy | VANGUARD INDEX FDSsm cp val etf | $1,458,000 | -14.1% | 9,734 | +0.9% | 0.13% | +6.6% |
| UNH | Sell | UNITEDHEALTH GROUP INC | $1,441,000 | -28.2% | 2,806 | -28.7% | 0.13% | -10.6% |
| FDX | Buy | FEDEX CORP | $1,418,000 | +6.3% | 6,254 | +8.5% | 0.12% | +31.6% |
| INTC | Sell | INTEL CORP | $1,399,000 | -33.4% | 37,401 | -11.7% | 0.12% | -17.4% |
| CVX | Sell | CHEVRON CORP NEW | $1,323,000 | -11.3% | 9,138 | -0.2% | 0.12% | +10.4% |
| UNP | Buy | UNION PAC CORP | $1,307,000 | -21.7% | 6,130 | +0.4% | 0.12% | -3.4% |
| VBK | Buy | VANGUARD INDEX FDSsml cp grw etf | $1,285,000 | +218.1% | 6,524 | +300.5% | 0.11% | +289.7% |
| MCD | Buy | MCDONALDS CORP | $1,244,000 | +7.8% | 5,038 | +7.9% | 0.11% | +34.1% |
| EEM | Sell | ISHARES TRmsci emg mkt etf | $1,250,000 | -17.1% | 31,169 | -6.6% | 0.11% | +2.8% |
| PM | Sell | PHILIP MORRIS INTL INC | $1,228,000 | +2.8% | 12,434 | -2.2% | 0.11% | +27.1% |
| AVLR | Buy | AVALARA INC | $972,000 | -23.7% | 13,775 | +7.5% | 0.09% | -4.4% |
| EMR | Sell | EMERSON ELEC CO | $976,000 | -19.1% | 12,270 | -0.3% | 0.09% | 0.0% |
| MRK | Sell | MERCK & CO INC | $893,000 | -13.3% | 9,791 | -22.0% | 0.08% | +8.2% |
| EVR | Sell | EVERCORE INCclass a | $863,000 | -20.3% | 9,220 | -5.1% | 0.08% | -1.3% |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO | $830,000 | +10.1% | 10,789 | +4.6% | 0.07% | +35.2% |
| MCO | Sell | MOODYS CORP | $819,000 | -19.5% | 3,010 | -0.1% | 0.07% | 0.0% |
| XYL | XYLEM INC | $747,000 | -8.2% | 9,552 | 0.0% | 0.07% | +13.8% | |
| PPG | Buy | PPG INDS INC | $746,000 | -7.8% | 6,530 | +5.8% | 0.07% | +15.8% |
| MO | ALTRIA GROUP INC | $740,000 | -20.1% | 17,718 | 0.0% | 0.06% | -1.5% | |
| DIM | Sell | WISDOMTREE TRintl midcap dv | $734,000 | -17.6% | 13,271 | -4.3% | 0.06% | +3.2% |
| COIN | Buy | COINBASE GLOBAL INC | $739,000 | -49.0% | 15,712 | +106.0% | 0.06% | -36.9% |
| PRF | Sell | INVESCO EXCHANGE TRADED FD Tftse rafi 1000 | $736,000 | -13.7% | 4,969 | -0.4% | 0.06% | +6.6% |
| PLD | PROLOGIS INC. | $726,000 | -27.1% | 6,170 | 0.0% | 0.06% | -9.9% | |
| CMCSA | Sell | COMCAST CORP NEWcl a | $718,000 | -25.5% | 18,301 | -11.1% | 0.06% | -7.4% |
| PEN | New | PENUMBRA INC | $698,000 | – | 5,610 | +100.0% | 0.06% | – |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $680,000 | -15.0% | 13,383 | -14.8% | 0.06% | +5.3% |
| VRTX | Sell | VERTEX PHARMACEUTICALS INC | $673,000 | -14.8% | 2,390 | -21.0% | 0.06% | +5.4% |
| IWP | Buy | ISHARES TRrus md cp gr etf | $670,000 | -19.6% | 8,457 | +2.1% | 0.06% | 0.0% |
| NRT | NORTH EUROPEAN OIL RTY TRsh ben int | $655,000 | -23.1% | 53,432 | 0.0% | 0.06% | -3.3% | |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC | $657,000 | -74.6% | 1,209 | -72.4% | 0.06% | -68.3% |
| Sell | GENERAL ELECTRIC CO | $643,000 | -41.2% | 10,103 | -15.4% | 0.06% | -26.9% | |
| SLB | Buy | SCHLUMBERGER LTD | $624,000 | -3.7% | 17,453 | +11.3% | 0.06% | +19.6% |
| EQIX | Sell | EQUINIX INC | $628,000 | -12.9% | 956 | -1.6% | 0.06% | +7.8% |
| CCI | Sell | CROWN CASTLE INTL CORP NEW | $618,000 | -9.1% | 3,670 | -0.4% | 0.05% | +12.5% |
| DLR | DIGITAL RLTY TR INC | $585,000 | -8.5% | 4,503 | 0.0% | 0.05% | +15.6% | |
| CAT | Sell | CATERPILLAR INC | $595,000 | -20.8% | 3,332 | -1.2% | 0.05% | -1.9% |
| COST | Buy | COSTCO WHSL CORP NEW | $578,000 | +4.9% | 1,205 | +25.8% | 0.05% | +30.8% |
| HON | Sell | HONEYWELL INTL INC | $573,000 | -15.9% | 3,296 | -5.7% | 0.05% | +6.2% |
| T | Sell | AT&T INC | $547,000 | -23.4% | 26,106 | -13.6% | 0.05% | -5.9% |
| VHT | Buy | VANGUARD WORLD FDShealth car etf | $532,000 | +1.3% | 2,261 | +9.7% | 0.05% | +27.0% |
| MA | Sell | MASTERCARD INCORPORATEDcl a | $528,000 | -16.9% | 1,673 | -5.7% | 0.05% | +4.4% |
| MDLZ | Buy | MONDELEZ INTL INCcl a | $507,000 | +4.1% | 8,167 | +5.1% | 0.04% | +28.6% |
| TLT | Buy | ISHARES TR20 yr tr bd etf | $506,000 | -7.5% | 4,405 | +6.3% | 0.04% | +15.4% |
| NBTB | Sell | NBT BANCORP INC | $491,000 | -1.8% | 13,050 | -5.8% | 0.04% | +22.9% |
| QCOM | Sell | QUALCOMM INC | $492,000 | -17.9% | 3,853 | -1.7% | 0.04% | 0.0% |
| CRM | Sell | SALESFORCE INC | $476,000 | -35.8% | 2,886 | -17.2% | 0.04% | -20.8% |
| ACN | Sell | ACCENTURE PLC IRELAND | $460,000 | -30.0% | 1,656 | -15.2% | 0.04% | -12.8% |
| MMM | Sell | 3M CO | $458,000 | -36.3% | 3,536 | -26.8% | 0.04% | -21.6% |
| MNST | Buy | MONSTER BEVERAGE CORP NEW | $444,000 | +18.1% | 4,791 | +1.7% | 0.04% | +44.4% |
| AROW | ARROW FINL CORP | $437,000 | -1.8% | 13,735 | 0.0% | 0.04% | +21.9% | |
| NBIX | Sell | NEUROCRINE BIOSCIENCES INC | $428,000 | -35.2% | 4,392 | -37.7% | 0.04% | -19.1% |
| DUK | DUKE ENERGY CORP NEW | $415,000 | -3.9% | 3,871 | 0.0% | 0.04% | +19.4% | |
| VNQ | Sell | VANGUARD INDEX FDSreal estate etf | $411,000 | -23.5% | 4,515 | -8.8% | 0.04% | -5.3% |
| WFC | Buy | WELLS FARGO CO NEW | $400,000 | +5.5% | 10,195 | +30.4% | 0.04% | +29.6% |
| TSLA | Sell | TESLA INC | $399,000 | -48.9% | 593 | -18.2% | 0.04% | -36.4% |
| ZTS | Buy | ZOETIS INCcl a | $393,000 | -0.8% | 2,284 | +8.7% | 0.04% | +25.0% |
| CTSH | Buy | COGNIZANT TECHNOLOGY SOLUTIOcl a | $390,000 | -17.5% | 5,775 | +9.5% | 0.03% | 0.0% |
| IWN | Sell | ISHARES TRrus 2000 val etf | $384,000 | -15.8% | 2,817 | -0.2% | 0.03% | +6.2% |
| BA | Buy | BOEING CO | $379,000 | -24.0% | 2,771 | +6.4% | 0.03% | -5.7% |
| LLY | Sell | LILLY ELI & CO | $358,000 | -12.9% | 1,107 | -22.9% | 0.03% | +10.3% |
| EL | Buy | LAUDER ESTEE COS INCcl a | $362,000 | -0.3% | 1,425 | +7.1% | 0.03% | +23.1% |
| SU | Sell | SUNCOR ENERGY INC NEW | $352,000 | +3.8% | 10,027 | -3.6% | 0.03% | +29.2% |
| CGW | Sell | INVESCO EXCH TRADED FD TR IIs&p gbl water | $350,000 | -37.1% | 7,923 | -25.3% | 0.03% | -20.5% |
| DFAC | DIMENSIONAL ETF TRUSTus core equity 2 | $339,000 | -15.5% | 14,546 | 0.0% | 0.03% | +7.1% | |
| ADSK | Sell | AUTODESK INC | $335,000 | -34.8% | 1,947 | -18.9% | 0.03% | -16.7% |
| EFX | EQUIFAX INC | $343,000 | -22.9% | 1,878 | 0.0% | 0.03% | -6.2% | |
| AMGN | Buy | AMGEN INC | $334,000 | +2.1% | 1,375 | +1.7% | 0.03% | +26.1% |
| TMUS | Sell | T-MOBILE US INC | $330,000 | +4.8% | 2,452 | -0.1% | 0.03% | +31.8% |
| BAC | Sell | BK OF AMERICA CORP | $322,000 | -26.8% | 10,333 | -3.3% | 0.03% | -9.7% |
| D | Sell | DOMINION ENERGY INC | $319,000 | -16.9% | 4,000 | -11.5% | 0.03% | +3.7% |
| NOW | Sell | SERVICENOW INC | $314,000 | -20.1% | 661 | -6.2% | 0.03% | 0.0% |
| C | Buy | CITIGROUP INC | $321,000 | -12.8% | 6,965 | +1.2% | 0.03% | +7.7% |
| INTU | Sell | INTUIT | $306,000 | -26.6% | 794 | -8.2% | 0.03% | -10.0% |
| UL | Buy | UNILEVER PLCspon adr new | $301,000 | +4.5% | 6,557 | +3.7% | 0.03% | +35.0% |
| ORCL | Sell | ORACLE CORP | $300,000 | -28.1% | 4,297 | -14.7% | 0.03% | -13.3% |
| CRWD | Buy | CROWDSTRIKE HLDGS INCcl a | $297,000 | -18.9% | 1,761 | +9.4% | 0.03% | 0.0% |
| CVS | Buy | CVS HEALTH CORP | $294,000 | -4.9% | 3,176 | +4.2% | 0.03% | +18.2% |
| ALGN | Buy | ALIGN TECHNOLOGY INC | $291,000 | +14450.0% | 1,230 | +24500.0% | 0.03% | – |
| NI | NISOURCE INC | $295,000 | -7.2% | 10,000 | 0.0% | 0.03% | +13.0% | |
| TTD | THE TRADE DESK INC | $283,000 | -39.4% | 6,750 | 0.0% | 0.02% | -24.2% | |
| WY | Sell | WEYERHAEUSER CO MTN BE | $286,000 | -13.6% | 8,627 | -1.0% | 0.02% | +8.7% |
| TXN | Sell | TEXAS INSTRS INC | $280,000 | -26.3% | 1,819 | -12.1% | 0.02% | -7.4% |
| AVGO | Sell | BROADCOM INC | $281,000 | -45.9% | 579 | -29.8% | 0.02% | -32.4% |
| ADBE | Sell | ADOBE SYSTEMS INCORPORATED | $282,000 | -32.5% | 772 | -15.8% | 0.02% | -16.7% |
| ALL | Buy | ALLSTATE CORP | $268,000 | +19.1% | 2,116 | +30.4% | 0.02% | +50.0% |
| CARR | Sell | CARRIER GLOBAL CORPORATION | $272,000 | -32.2% | 7,631 | -12.8% | 0.02% | -14.3% |
| CMG | Buy | CHIPOTLE MEXICAN GRILL INC | $276,000 | -12.7% | 211 | +5.5% | 0.02% | +9.1% |
| TJX | Sell | TJX COS INC NEW | $257,000 | -14.6% | 4,603 | -7.3% | 0.02% | +9.5% |
| OTIS | Sell | OTIS WORLDWIDE CORP | $257,000 | -15.5% | 3,641 | -8.0% | 0.02% | +4.5% |
| ACWX | ISHARES TRmsci acwi ex us | $263,000 | -14.1% | 5,854 | 0.0% | 0.02% | +4.5% | |
| ITT | ITT INC | $253,000 | -10.6% | 3,761 | 0.0% | 0.02% | +10.0% | |
| DLTR | Buy | DOLLAR TREE INC | $250,000 | +17.4% | 1,607 | +20.6% | 0.02% | +46.7% |
| NFLX | Sell | NETFLIX INC | $245,000 | -54.8% | 1,401 | -3.2% | 0.02% | -42.1% |
| MTUM | ISHARES TRmsci usa mmentm | $245,000 | -19.1% | 1,800 | 0.0% | 0.02% | 0.0% | |
| ASML | Buy | ASML HOLDING N V | $247,000 | -26.0% | 518 | +3.8% | 0.02% | -8.3% |
| NEE | Sell | NEXTERA ENERGY INC | $240,000 | -70.2% | 3,104 | -67.4% | 0.02% | -63.2% |
| RGA | Buy | REINSURANCE GRP OF AMERICA I | $236,000 | +7.8% | 2,012 | +0.5% | 0.02% | +31.2% |
| CSX | Buy | CSX CORP | $232,000 | +23.4% | 7,980 | +59.2% | 0.02% | +53.8% |
| IJH | ISHARES TRcore s&p mcp etf | $228,000 | -15.6% | 1,008 | 0.0% | 0.02% | +5.3% | |
| MTB | Buy | M & T BK CORP | $223,000 | +725.9% | 1,398 | +773.8% | 0.02% | +900.0% |
| VPU | New | VANGUARD WORLD FDSutilities etf | $228,000 | – | 1,495 | +100.0% | 0.02% | – |
| ANTM | Sell | ELEVANCE HEALTH INC | $232,000 | -4.9% | 480 | -3.4% | 0.02% | +17.6% |
| AMP | Sell | AMERIPRISE FINL INC | $222,000 | -34.7% | 935 | -17.3% | 0.02% | -16.7% |
| BR | BROADRIDGE FINL SOLUTIONS IN | $212,000 | -8.2% | 1,486 | 0.0% | 0.02% | +18.8% | |
| SDY | SPDR SER TRs&p divid etf | $216,000 | -7.3% | 1,822 | 0.0% | 0.02% | +11.8% | |
| ENB | Buy | ENBRIDGE INC | $214,000 | -8.2% | 5,076 | +0.4% | 0.02% | +11.8% |
| BLK | Buy | BLACKROCK INC | $220,000 | +193.3% | 361 | +268.4% | 0.02% | +280.0% |
| TEL | Sell | TE CONNECTIVITY LTD | $211,000 | -37.9% | 1,863 | -28.3% | 0.02% | -20.8% |
| NOC | Sell | NORTHROP GRUMMAN CORP | $216,000 | +5.4% | 452 | -1.5% | 0.02% | +26.7% |
| GWRE | Sell | GUIDEWIRE SOFTWARE INC | $212,000 | -29.3% | 2,980 | -6.0% | 0.02% | -9.5% |
| GS | Sell | GOLDMAN SACHS GROUP INC | $215,000 | -11.2% | 725 | -1.1% | 0.02% | +11.8% |
| LIN | Sell | LINDE PLC | $214,000 | -17.7% | 744 | -8.6% | 0.02% | +5.6% |
| SYK | Buy | STRYKER CORPORATION | $206,000 | -14.5% | 1,035 | +15.3% | 0.02% | +5.9% |
| Buy | SHELL PLCspon ads | $201,000 | -2.9% | 3,859 | +2.3% | 0.02% | +20.0% | |
| Sell | WORLD GOLD TRspdr gld minis | $207,000 | -21.3% | 5,766 | -15.6% | 0.02% | -5.3% | |
| DFUS | DIMENSIONAL ETF TRUSTus equity etf | $207,000 | -16.9% | 5,087 | 0.0% | 0.02% | 0.0% | |
| New | DIMENSIONAL ETF TRUSTus mktwide value | $204,000 | – | 6,468 | +100.0% | 0.02% | – | |
| FCX | Sell | FREEPORT-MCMORAN INCcl b | $205,000 | -52.3% | 7,015 | -18.7% | 0.02% | -41.9% |
| HLT | Buy | HILTON WORLDWIDE HLDGS INC | $199,000 | -1.0% | 1,784 | +34.9% | 0.02% | +28.6% |
| PAYX | Sell | PAYCHEX INC | $196,000 | -35.9% | 1,725 | -23.1% | 0.02% | -22.7% |
| EXC | EXELON CORP | $176,000 | -4.9% | 3,882 | 0.0% | 0.02% | +23.1% | |
| INGR | Buy | INGREDION INC | $169,000 | +76.0% | 1,919 | +74.5% | 0.02% | +114.3% |
| IWO | Buy | ISHARES TRrus 2000 grw etf | $173,000 | -15.6% | 838 | +4.9% | 0.02% | 0.0% |
| HYHG | PROSHARES TRhgh yld int rate | $170,000 | -9.1% | 3,000 | 0.0% | 0.02% | +15.4% | |
| SPEM | SPDR INDEX SHS FDSportfolio emg mk | $175,000 | -10.3% | 5,040 | 0.0% | 0.02% | +7.1% | |
| WM | Sell | WASTE MGMT INC DEL | $169,000 | -9.6% | 1,105 | -6.0% | 0.02% | +15.4% |
| A | Sell | AGILENT TECHNOLOGIES INC | $166,000 | -16.2% | 1,395 | -6.8% | 0.02% | +7.1% |
| HDV | ISHARES TRcore high dv etf | $173,000 | -6.0% | 1,725 | 0.0% | 0.02% | +15.4% | |
| CSGP | Sell | COSTAR GROUP INC | $163,000 | -15.5% | 2,705 | -6.8% | 0.01% | 0.0% |
| LHX | Sell | L3HARRIS TECHNOLOGIES INC | $157,000 | -40.3% | 648 | -38.8% | 0.01% | -26.3% |
| SBAC | SBA COMMUNICATIONS CORP NEWcl a | $155,000 | -7.2% | 483 | 0.0% | 0.01% | +16.7% | |
| DTE | DTE ENERGY CO | $156,000 | -4.3% | 1,232 | 0.0% | 0.01% | +16.7% | |
| NVS | Sell | NOVARTIS AGsponsored adr | $164,000 | -23.4% | 1,946 | -20.4% | 0.01% | -6.7% |
| ED | Sell | CONSOLIDATED EDISON INC | $162,000 | -1.2% | 1,700 | -1.6% | 0.01% | +16.7% |
| MS | Sell | MORGAN STANLEY | $158,000 | -31.3% | 2,085 | -20.8% | 0.01% | -12.5% |
| MSCI | Sell | MSCI INC | $154,000 | -23.0% | 374 | -6.3% | 0.01% | 0.0% |
| AMD | Buy | ADVANCED MICRO DEVICES INC | $164,000 | +331.6% | 2,143 | +510.5% | 0.01% | +366.7% |
| EVN | EATON VANCE MUNI INCOME TRUSsh ben int | $163,000 | -7.4% | 14,900 | 0.0% | 0.01% | +16.7% | |
| BEP | BROOKFIELD RENEWABLE PARTNERpartnership unit | $162,000 | -15.2% | 4,653 | 0.0% | 0.01% | 0.0% | |
| LULU | Buy | LULULEMON ATHLETICA INC | $144,000 | -8.9% | 530 | +22.1% | 0.01% | +18.2% |
| AIG | Sell | AMERICAN INTL GROUP INC | $144,000 | -22.2% | 2,816 | -4.3% | 0.01% | 0.0% |
| CI | Sell | CIGNA CORP NEW | $142,000 | -11.2% | 538 | -19.2% | 0.01% | +18.2% |
| UDR | UDR INC | $149,000 | -19.9% | 3,242 | 0.0% | 0.01% | 0.0% | |
| MLN | VANECK ETF TRUSTlong muni etf | $150,000 | -9.1% | 8,505 | 0.0% | 0.01% | +8.3% | |
| TFC | Sell | TRUIST FINL CORP | $150,000 | -18.9% | 3,166 | -2.9% | 0.01% | 0.0% |
| O | REALTY INCOME CORP | $149,000 | -2.0% | 2,187 | 0.0% | 0.01% | +18.2% | |
| TECH | Buy | BIO-TECHNE CORP | $150,000 | -17.6% | 432 | +2.9% | 0.01% | 0.0% |
| SRE | Sell | SEMPRA | $143,000 | -13.9% | 952 | -3.3% | 0.01% | +8.3% |
| ES | Sell | EVERSOURCE ENERGY | $143,000 | -50.7% | 1,693 | -48.4% | 0.01% | -38.1% |
| FISV | Sell | FISERV INC | $153,000 | -14.0% | 1,727 | -1.6% | 0.01% | 0.0% |
| PMX | PIMCO MUN INCOME FD III | $143,000 | -11.2% | 15,500 | 0.0% | 0.01% | +18.2% | |
| IT | Buy | GARTNER INC | $145,000 | +57.6% | 598 | +94.2% | 0.01% | +85.7% |
| JCI | Sell | JOHNSON CTLS INTL PLC | $143,000 | -27.0% | 2,979 | -0.3% | 0.01% | -7.1% |
| BIP | Buy | BROOKFIELD INFRAST PARTNERSlp int unit | $143,000 | -13.9% | 3,750 | +50.0% | 0.01% | +8.3% |
| ADI | Sell | ANALOG DEVICES INC | $147,000 | -49.0% | 1,010 | -41.9% | 0.01% | -35.0% |
| YUM | Sell | YUM BRANDS INC | $147,000 | -62.4% | 1,294 | -60.7% | 0.01% | -53.6% |
| SYY | Sell | SYSCO CORP | $153,000 | -6.1% | 1,811 | -9.9% | 0.01% | +8.3% |
| WMB | Sell | WILLIAMS COS INC | $139,000 | -10.3% | 4,431 | -4.2% | 0.01% | +9.1% |
| VV | VANGUARD INDEX FDSlarge cap etf | $133,000 | -17.4% | 773 | 0.0% | 0.01% | +9.1% | |
| MMC | MARSH & MCLENNAN COS INC | $133,000 | -8.9% | 856 | 0.0% | 0.01% | +20.0% | |
| IVW | ISHARES TRs&p 500 grwt etf | $132,000 | -21.0% | 2,182 | 0.0% | 0.01% | 0.0% | |
| AWK | AMERICAN WTR WKS CO INC NEW | $140,000 | -9.7% | 938 | 0.0% | 0.01% | +9.1% | |
| ABMD | Buy | ABIOMED INC | $141,000 | +3.7% | 568 | +37.9% | 0.01% | +20.0% |
| STX | Sell | SEAGATE TECHNOLOGY HLDNGS PL | $132,000 | -54.5% | 1,845 | -42.8% | 0.01% | -42.9% |
| BIIB | Sell | BIOGEN INC | $133,000 | -36.7% | 652 | -34.5% | 0.01% | -20.0% |
| MINT | Sell | PIMCO ETF TRenhan shrt ma ac | $135,000 | -81.5% | 1,360 | -81.3% | 0.01% | -76.9% |
| SHW | Buy | SHERWIN WILLIAMS CO | $138,000 | +10.4% | 614 | +22.6% | 0.01% | +33.3% |
| TEAM | Sell | ATLASSIAN CORP PLCcl a | $130,000 | -44.2% | 692 | -12.8% | 0.01% | -35.3% |
| BAX | Sell | BAXTER INTL INC | $130,000 | -55.2% | 2,025 | -45.8% | 0.01% | -47.6% |
| MDT | Sell | MEDTRONIC PLC | $123,000 | -67.0% | 1,368 | -59.4% | 0.01% | -57.7% |
| DLN | Sell | WISDOMTREE TRus largecap divd | $123,000 | -11.5% | 2,075 | -1.7% | 0.01% | +10.0% |
| SOXX | ISHARES TRishares semicdtr | $129,000 | -26.3% | 370 | 0.0% | 0.01% | -8.3% | |
| ATVI | ACTIVISION BLIZZARD INC | $121,000 | -3.2% | 1,554 | 0.0% | 0.01% | +22.2% | |
| OKE | ONEOK INC NEW | $111,000 | -21.3% | 2,000 | 0.0% | 0.01% | 0.0% | |
| OGE | OGE ENERGY CORP | $116,000 | -4.9% | 3,000 | 0.0% | 0.01% | +11.1% | |
| NSC | NORFOLK SOUTHN CORP | $114,000 | -20.3% | 500 | 0.0% | 0.01% | 0.0% | |
| IJR | Sell | ISHARES TRcore s&p scp etf | $118,000 | -17.5% | 1,282 | -3.5% | 0.01% | 0.0% |
| CTVA | Sell | CORTEVA INC | $117,000 | -37.1% | 2,164 | -32.8% | 0.01% | -23.1% |
| RSP | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $110,000 | -14.7% | 816 | 0.0% | 0.01% | +11.1% | |
| LUV | Buy | SOUTHWEST AIRLS CO | $116,000 | -21.1% | 3,211 | +0.3% | 0.01% | 0.0% |
| PEG | Sell | PUBLIC SVC ENTERPRISE GRP IN | $117,000 | -18.2% | 1,843 | -9.6% | 0.01% | 0.0% |
| IWB | ISHARES TRrus 1000 etf | $116,000 | -16.5% | 556 | 0.0% | 0.01% | 0.0% | |
| VKQ | INVESCO MUNICIPAL TRUST | $115,000 | -11.5% | 11,300 | 0.0% | 0.01% | +11.1% | |
| CDK | Sell | CDK GLOBAL INC | $108,000 | -49.8% | 1,971 | -55.4% | 0.01% | -33.3% |
| PNC | Buy | PNC FINL SVCS GROUP INC | $113,000 | +2.7% | 717 | +19.9% | 0.01% | +25.0% |
| CL | Sell | COLGATE PALMOLIVE CO | $108,000 | -20.6% | 1,352 | -24.8% | 0.01% | 0.0% |
| TT | Sell | TRANE TECHNOLOGIES PLC | $104,000 | -16.1% | 800 | -1.2% | 0.01% | 0.0% |
| MET | Sell | METLIFE INC | $107,000 | -21.9% | 1,709 | -12.4% | 0.01% | -10.0% |
| SUB | ISHARES TRshrt nat mun etf | $99,000 | 0.0% | 945 | 0.0% | 0.01% | +28.6% | |
| HUM | Sell | HUMANA INC | $100,000 | +3.1% | 213 | -4.9% | 0.01% | +28.6% |
| TWTR | Sell | TWITTER INC | $106,000 | -43.0% | 2,849 | -40.7% | 0.01% | -30.8% |
| ROK | Sell | ROCKWELL AUTOMATION INC | $107,000 | -30.5% | 536 | -2.5% | 0.01% | -18.2% |
| CNC | Sell | CENTENE CORP DEL | $98,000 | -1.0% | 1,153 | -2.4% | 0.01% | +28.6% |
| FIS | Buy | FIDELITY NATL INFORMATION SV | $103,000 | +13.2% | 1,121 | +24.3% | 0.01% | +50.0% |
| FFIN | Buy | FIRST FINL BANKSHARES INC | $102,000 | -11.3% | 2,601 | +0.3% | 0.01% | +12.5% |
| PH | Sell | PARKER-HANNIFIN CORP | $104,000 | -47.7% | 422 | -39.5% | 0.01% | -35.7% |
| CHKP | Sell | CHECK POINT SOFTWARE TECH LTord | $101,000 | -39.9% | 834 | -31.1% | 0.01% | -25.0% |
| FTV | FORTIVE CORP | $98,000 | -10.9% | 1,804 | 0.0% | 0.01% | +12.5% | |
| VO | Buy | VANGUARD INDEX FDSmid cap etf | $102,000 | +64.5% | 516 | +98.5% | 0.01% | +125.0% |
| KMB | KIMBERLY-CLARK CORP | $105,000 | +10.5% | 775 | 0.0% | 0.01% | +28.6% | |
| AEP | Sell | AMERICAN ELEC PWR CO INC | $99,000 | -15.4% | 1,035 | -11.9% | 0.01% | +12.5% |
| HUBS | Buy | HUBSPOT INC | $101,000 | -15.1% | 337 | +34.3% | 0.01% | +12.5% |
| AES | Sell | AES CORP | $103,000 | -83.7% | 4,925 | -80.0% | 0.01% | -80.0% |
| NVO | Buy | NOVO-NORDISK A Sadr | $88,000 | +6.0% | 786 | +5.8% | 0.01% | +33.3% |
| ALC | Buy | ALCON AG | $94,000 | -10.5% | 1,342 | +1.6% | 0.01% | +14.3% |
| BABA | Sell | ALIBABA GROUP HLDG LTDsponsored ads | $93,000 | -33.6% | 818 | -36.7% | 0.01% | -20.0% |
| BX | Sell | BLACKSTONE INC | $95,000 | -56.2% | 1,044 | -38.7% | 0.01% | -46.7% |
| FDS | Sell | FACTSET RESH SYS INC | $96,000 | -11.9% | 249 | -1.2% | 0.01% | 0.0% |
| New | WARNER BROS DISCOVERY INC | $96,000 | – | 7,187 | +100.0% | 0.01% | – | |
| IFF | Buy | INTERNATIONAL FLAVORS&FRAGRA | $94,000 | -8.7% | 794 | +1.4% | 0.01% | +14.3% |
| EXPD | Sell | EXPEDITORS INTL WASH INC | $93,000 | -7.0% | 952 | -1.3% | 0.01% | +14.3% |
| MUB | ISHARES TRnational mun etf | $96,000 | -3.0% | 900 | 0.0% | 0.01% | +14.3% | |
| VLY | VALLEY NATL BANCORP | $93,000 | -19.8% | 8,936 | 0.0% | 0.01% | 0.0% | |
| AGGY | WISDOMTREE TRyield enhancd us | $86,000 | -6.5% | 1,914 | 0.0% | 0.01% | +14.3% | |
| XLG | INVESCO EXCHANGE TRADED FD Ts&p 500 top 50 | $95,000 | -18.1% | 330 | 0.0% | 0.01% | 0.0% | |
| CRL | Buy | CHARLES RIV LABS INTL INC | $91,000 | -19.5% | 423 | +6.5% | 0.01% | 0.0% |
| TGT | Sell | TARGET CORP | $86,000 | -36.3% | 609 | -3.9% | 0.01% | -20.0% |
| GLW | Sell | CORNING INC | $87,000 | -16.3% | 2,769 | -1.6% | 0.01% | +14.3% |
| GLD | SPDR GOLD TR | $87,000 | -6.5% | 515 | 0.0% | 0.01% | +14.3% | |
| ORLY | Sell | OREILLY AUTOMOTIVE INC | $95,000 | -32.6% | 150 | -27.2% | 0.01% | -20.0% |
| FLIC | FIRST LONG IS CORP | $93,000 | -9.7% | 5,290 | 0.0% | 0.01% | +14.3% | |
| USMV | ISHARES TRmsci usa min vol | $91,000 | -9.9% | 1,300 | 0.0% | 0.01% | +14.3% | |
| BK | BANK NEW YORK MELLON CORP | $93,000 | -16.2% | 2,230 | 0.0% | 0.01% | 0.0% | |
| IDXX | Sell | IDEXX LABS INC | $95,000 | -39.1% | 270 | -5.6% | 0.01% | -27.3% |
| VGK | VANGUARD INTL EQUITY INDEX Fftse europe etf | $88,000 | -15.4% | 1,670 | 0.0% | 0.01% | +14.3% | |
| SPGI | Buy | S&P GLOBAL INC | $95,000 | -3.1% | 281 | +16.6% | 0.01% | +14.3% |
| WDC | Sell | WESTERN DIGITAL CORP. | $89,000 | -16.0% | 1,985 | -6.9% | 0.01% | 0.0% |
| QQQM | Sell | INVESCO EXCH TRADED FD TR IInasdaq 100 etf | $87,000 | -90.7% | 755 | -88.0% | 0.01% | -87.9% |
| EPAM | EPAM SYS INC | $79,000 | -1.2% | 269 | 0.0% | 0.01% | +16.7% | |
| GOVT | Sell | ISHARES TRus treas bd etf | $76,000 | -32.1% | 3,165 | -29.4% | 0.01% | -12.5% |
| STT | Sell | STATE STR CORP | $78,000 | -94.4% | 1,269 | -92.0% | 0.01% | -92.9% |
| Sell | CONSTELLATION ENERGY CORP | $74,000 | +1.4% | 1,292 | -0.2% | 0.01% | +40.0% | |
| COP | Sell | CONOCOPHILLIPS | $76,000 | -47.2% | 842 | -41.4% | 0.01% | -30.0% |
| MTD | METTLER TOLEDO INTERNATIONAL | $77,000 | -16.3% | 67 | 0.0% | 0.01% | 0.0% | |
| WLTW | Sell | WILLIS TOWERS WATSON PLC LTD | $78,000 | -45.1% | 394 | -34.3% | 0.01% | -30.0% |
| MTCH | Buy | MATCH GROUP INC NEW | $80,000 | -1.2% | 1,155 | +54.2% | 0.01% | +16.7% |
| FMC | Sell | FMC CORP | $80,000 | -32.8% | 751 | -16.9% | 0.01% | -12.5% |
| Buy | WOLFSPEED INC | $84,000 | -42.1% | 1,329 | +4.5% | 0.01% | -30.0% | |
| WDAY | Sell | WORKDAY INCcl a | $74,000 | -77.5% | 531 | -61.3% | 0.01% | -69.6% |
| XEL | Buy | XCEL ENERGY INC | $81,000 | 0.0% | 1,138 | +0.5% | 0.01% | +16.7% |
| FVD | FIRST TR VALUE LINE DIVID IN | $74,000 | -7.5% | 1,900 | 0.0% | 0.01% | +16.7% | |
| FE | Sell | FIRSTENERGY CORP | $77,000 | -28.7% | 1,994 | -15.5% | 0.01% | -12.5% |
| CSWC | Buy | CAPITAL SOUTHWEST CORP | $77,000 | -3.8% | 4,174 | +23.9% | 0.01% | +16.7% |
| COF | Buy | CAPITAL ONE FINL CORP | $81,000 | +3.8% | 775 | +30.5% | 0.01% | +16.7% |
| CSWI | Sell | CSW INDUSTRIALS INC | $78,000 | -61.0% | 755 | -55.7% | 0.01% | -50.0% |
| DLB | DOLBY LABORATORIES INC | $78,000 | -8.2% | 1,091 | 0.0% | 0.01% | +16.7% | |
| ETN | Sell | EATON CORP PLC | $81,000 | -48.4% | 644 | -37.8% | 0.01% | -36.4% |
| DHR | Sell | DANAHER CORPORATION | $77,000 | -22.2% | 303 | -9.8% | 0.01% | 0.0% |
| BAM | Sell | BROOKFIELD ASSET MGMT INCcl a ltd vt sh | $79,000 | -71.8% | 1,780 | -64.1% | 0.01% | -65.0% |
| DOV | DOVER CORP | $83,000 | -22.4% | 679 | 0.0% | 0.01% | -12.5% | |
| SPYX | SPDR SER TRspdr s&p 500 etf | $78,000 | -17.0% | 848 | 0.0% | 0.01% | 0.0% | |
| MDY | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $83,000 | -15.3% | 200 | 0.0% | 0.01% | 0.0% | |
| SEIC | Sell | SEI INVTS CO | $77,000 | -10.5% | 1,422 | -0.8% | 0.01% | +16.7% |
| TTWO | Buy | TAKE-TWO INTERACTIVE SOFTWAR | $68,000 | -16.0% | 553 | +4.9% | 0.01% | 0.0% |
| GOLD | BARRICK GOLD CORP | $66,000 | -27.5% | 3,715 | 0.0% | 0.01% | 0.0% | |
| EIX | EDISON INTL | $72,000 | -10.0% | 1,140 | 0.0% | 0.01% | 0.0% | |
| QQQ | INVESCO QQQ TRunit ser 1 | $70,000 | -22.2% | 248 | 0.0% | 0.01% | 0.0% | |
| DIMENSIONAL ETF TRUSTworld ex us core | $69,000 | -13.8% | 3,207 | 0.0% | 0.01% | 0.0% | ||
| TXRH | Sell | TEXAS ROADHOUSE INC | $73,000 | -17.0% | 992 | -4.8% | 0.01% | 0.0% |
| EOG | Sell | EOG RES INC | $66,000 | -9.6% | 594 | -2.9% | 0.01% | +20.0% |
| ROP | Buy | ROPER TECHNOLOGIES INC | $65,000 | -14.5% | 164 | +1.2% | 0.01% | +20.0% |
| GILD | Sell | GILEAD SCIENCES INC | $65,000 | -19.8% | 1,046 | -23.4% | 0.01% | 0.0% |
| DOW | Sell | DOW INC | $66,000 | -47.2% | 1,276 | -34.9% | 0.01% | -33.3% |
| RYN | RAYONIER INC | $72,000 | -8.9% | 1,937 | 0.0% | 0.01% | 0.0% | |
| AAP | ADVANCE AUTO PARTS INC | $68,000 | -16.0% | 392 | 0.0% | 0.01% | 0.0% | |
| EFAV | ISHARES TRmsci eafe min vl | $66,000 | -12.0% | 1,046 | 0.0% | 0.01% | +20.0% | |
| MCK | Sell | MCKESSON CORP | $73,000 | -5.2% | 224 | -11.5% | 0.01% | +20.0% |
| FMB | FIRST TR EXCH TRADED FD IIImanagd mun etf | $63,000 | -4.5% | 1,244 | 0.0% | 0.01% | +20.0% | |
| COO | COOPER COS INC | $63,000 | -25.0% | 200 | 0.0% | 0.01% | 0.0% | |
| DFAE | New | DIMENSIONAL ETF TRUSTemgr cre eqt mng | $69,000 | – | 3,000 | +100.0% | 0.01% | – |
| GWW | Sell | GRAINGER W W INC | $73,000 | -49.0% | 160 | -42.0% | 0.01% | -40.0% |
| CABO | CABLE ONE INC | $64,000 | -12.3% | 50 | 0.0% | 0.01% | +20.0% | |
| VPL | VANGUARD INTL EQUITY INDEX Fftse pacific etf | $65,000 | -14.5% | 1,030 | 0.0% | 0.01% | +20.0% | |
| DD | Sell | DUPONT DE NEMOURS INC | $57,000 | -59.0% | 1,024 | -45.8% | 0.01% | -50.0% |
| TRV | Buy | TRAVELERS COMPANIES INC | $54,000 | -8.5% | 321 | +0.3% | 0.01% | +25.0% |
| TSM | Sell | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $59,000 | -28.0% | 724 | -7.5% | 0.01% | -16.7% |
| TDG | Buy | TRANSDIGM GROUP INC | $61,000 | -15.3% | 113 | +1.8% | 0.01% | 0.0% |
| LBRDK | Sell | LIBERTY BROADBAND CORP | $62,000 | -19.5% | 539 | -5.9% | 0.01% | 0.0% |
| BHP | Sell | BHP GROUP LTDsponsored ads | $59,000 | -31.4% | 1,056 | -5.9% | 0.01% | -16.7% |
| SQ | Buy | BLOCK INCcl a | $53,000 | -48.0% | 862 | +14.6% | 0.01% | -28.6% |
| MGEE | MGE ENERGY INC | $52,000 | -1.9% | 670 | 0.0% | 0.01% | +25.0% | |
| CNQ | CANADIAN NAT RES LTD | $53,000 | -14.5% | 994 | 0.0% | 0.01% | +25.0% | |
| MPC | MARATHON PETE CORP | $62,000 | -3.1% | 751 | 0.0% | 0.01% | 0.0% | |
| MRVL | Sell | MARVELL TECHNOLOGY INC | $61,000 | -47.4% | 1,405 | -13.2% | 0.01% | -37.5% |
| PCG | Buy | PG&E CORP | $59,000 | -10.6% | 5,880 | +7.1% | 0.01% | 0.0% |
| SNY | Sell | SANOFIsponsored adr | $52,000 | -24.6% | 1,040 | -22.7% | 0.01% | 0.0% |
| CW | Sell | CURTISS WRIGHT CORP | $55,000 | -28.6% | 416 | -19.5% | 0.01% | 0.0% |
| TIP | ISHARES TRtips bd etf | $57,000 | -8.1% | 500 | 0.0% | 0.01% | +25.0% | |
| IONS | Sell | IONIS PHARMACEUTICALS INC | $61,000 | -18.7% | 1,637 | -19.4% | 0.01% | 0.0% |
| SHOP | Buy | SHOPIFY INCcl a | $56,000 | -39.1% | 1,800 | +1223.5% | 0.01% | -28.6% |
| ARES | Sell | ARES MANAGEMENT CORPORATION | $59,000 | -30.6% | 1,044 | -1.1% | 0.01% | -16.7% |
| PODD | Buy | INSULET CORP | $57,000 | +3.6% | 260 | +25.0% | 0.01% | +25.0% |
| TOTL | SSGA ACTIVE ETF TRspdr tr tactic | $54,000 | -5.3% | 1,270 | 0.0% | 0.01% | +25.0% | |
| AMAT | Sell | APPLIED MATLS INC | $56,000 | -40.4% | 612 | -14.3% | 0.01% | -28.6% |
| VMC | Buy | VULCAN MATLS CO | $54,000 | -16.9% | 379 | +7.7% | 0.01% | 0.0% |
| SAP | Buy | SAP SEspon adr | $52,000 | -10.3% | 575 | +9.9% | 0.01% | +25.0% |
| BHVN | Sell | BIOHAVEN PHARMACTL HLDG CO L | $60,000 | -37.5% | 410 | -49.4% | 0.01% | -28.6% |
| IJS | ISHARES TRsp smcp600vl etf | $62,000 | -12.7% | 694 | 0.0% | 0.01% | 0.0% | |
| MYI | BLACKROCK MUNIYIELD QUALITY | $58,000 | -7.9% | 5,000 | 0.0% | 0.01% | +25.0% | |
| BNDX | Sell | VANGUARD CHARLOTTE FDStotal int bd etf | $44,000 | -46.3% | 898 | -42.3% | 0.00% | -33.3% |
| DG | Sell | DOLLAR GEN CORP NEW | $49,000 | -56.6% | 198 | -60.9% | 0.00% | -50.0% |
| CPRT | Buy | COPART INC | $51,000 | -13.6% | 472 | +0.2% | 0.00% | 0.0% |
| EPD | ENTERPRISE PRODS PARTNERS L | $51,000 | -5.6% | 2,100 | 0.0% | 0.00% | 0.0% | |
| ETSY | Buy | ETSY INC | $47,000 | -39.0% | 637 | +3.4% | 0.00% | -20.0% |
| CTLT | Buy | CATALENT INC | $45,000 | +12.5% | 415 | +13.7% | 0.00% | +33.3% |
| FAST | FASTENAL CO | $45,000 | -15.1% | 902 | 0.0% | 0.00% | 0.0% | |
| KMX | CARMAX INC | $44,000 | -6.4% | 489 | 0.0% | 0.00% | +33.3% | |
| FRC | Sell | FIRST REP BK SAN FRANCISCO C | $50,000 | -13.8% | 349 | -2.5% | 0.00% | 0.0% |
| FMX | Buy | FOMENTO ECONOMICO MEXICANO Sspon adr units | $49,000 | +14.0% | 722 | +38.8% | 0.00% | +33.3% |
| GATX | GATX CORP | $48,000 | -25.0% | 514 | 0.0% | 0.00% | -20.0% | |
| GPN | GLOBAL PMTS INC | $40,000 | -18.4% | 359 | 0.0% | 0.00% | +33.3% | |
| CPB | CAMPBELL SOUP CO | $43,000 | +7.5% | 900 | 0.0% | 0.00% | +33.3% | |
| GL | Buy | GLOBE LIFE INC | $48,000 | +4.3% | 490 | +6.5% | 0.00% | +33.3% |
| YUMC | Sell | YUM CHINA HLDGS INC | $42,000 | -66.7% | 867 | -71.3% | 0.00% | -55.6% |
| GH | Buy | GUARDANT HEALTH INC | $45,000 | -36.6% | 1,112 | +3.1% | 0.00% | -20.0% |
| HAS | HASBRO INC | $44,000 | 0.0% | 527 | 0.0% | 0.00% | +33.3% | |
| BIPC | Buy | BROOKFIELD INFRASTRUCTURE CO | $49,000 | -15.5% | 1,154 | +50.1% | 0.00% | 0.0% |
| DSM | BNY MELLON STRATEGIC MUN BD | $47,000 | -11.3% | 7,500 | 0.0% | 0.00% | 0.0% | |
| ALRM | ALARM COM HLDGS INC | $47,000 | -7.8% | 765 | 0.0% | 0.00% | 0.0% | |
| IBN | Sell | ICICI BANK LIMITEDadr | $42,000 | -10.6% | 2,360 | -6.1% | 0.00% | +33.3% |
| IMO | IMPERIAL OIL LTD | $51,000 | -1.9% | 1,080 | 0.0% | 0.00% | 0.0% | |
| PHO | INVESCO EXCHANGE TRADED FD Twater res etf | $50,000 | -12.3% | 1,080 | 0.0% | 0.00% | 0.0% | |
| WBS | Sell | WEBSTER FINL CORP | $45,000 | -38.4% | 1,059 | -19.1% | 0.00% | -20.0% |
| URTH | Buy | ISHARES INCmsci world etf | $49,000 | -15.5% | 456 | +0.4% | 0.00% | 0.0% |
| RIO | Sell | RIO TINTO PLCsponsored adr | $44,000 | -27.9% | 717 | -5.2% | 0.00% | 0.0% |
| IWR | Sell | ISHARES TRrus mid cap etf | $46,000 | -17.9% | 711 | -0.3% | 0.00% | 0.0% |
| VYM | Sell | VANGUARD WHITEHALL FDShigh div yld | $47,000 | -19.0% | 461 | -10.5% | 0.00% | 0.0% |
| EFV | ISHARES TReafe value etf | $44,000 | -13.7% | 1,012 | 0.0% | 0.00% | 0.0% | |
| EFG | ISHARES TReafe grwth etf | $50,000 | -16.7% | 620 | 0.0% | 0.00% | 0.0% | |
| PXD | Sell | PIONEER NAT RES CO | $41,000 | -14.6% | 184 | -4.2% | 0.00% | +33.3% |
| KKR | Buy | KKR & CO INC | $49,000 | -16.9% | 1,049 | +3.9% | 0.00% | 0.0% |
| SWKS | Buy | SKYWORKS SOLUTIONS INC | $41,000 | -30.5% | 443 | +0.7% | 0.00% | 0.0% |
| LEN | Buy | LENNAR CORPcl a | $46,000 | -13.2% | 654 | +0.6% | 0.00% | 0.0% |
| BP | Sell | BP PLCsponsored adr | $48,000 | -28.4% | 1,686 | -26.0% | 0.00% | -20.0% |
| SO | SOUTHERN CO | $46,000 | -2.1% | 650 | 0.0% | 0.00% | +33.3% | |
| BKR | Buy | BAKER HUGHES COMPANYcl a | $50,000 | -15.3% | 1,754 | +8.0% | 0.00% | 0.0% |
| MAIN | MAIN STR CAP CORP | $44,000 | -8.3% | 1,129 | 0.0% | 0.00% | +33.3% | |
| MKL | MARKEL CORP | $41,000 | -12.8% | 32 | 0.0% | 0.00% | +33.3% | |
| OMF | ONEMAIN HLDGS INC | $40,000 | -20.0% | 1,060 | 0.0% | 0.00% | 0.0% | |
| MTX | New | MINERALS TECHNOLOGIES INC | $49,000 | – | 800 | +100.0% | 0.00% | – |
| TPR | TAPESTRY INC | $48,000 | -17.2% | 1,561 | 0.0% | 0.00% | 0.0% | |
| DRI | Buy | DARDEN RESTAURANTS INC | $42,000 | -14.3% | 375 | +2.5% | 0.00% | +33.3% |
| ROST | Buy | ROSS STORES INC | $31,000 | -11.4% | 442 | +11.6% | 0.00% | +50.0% |
| TLK | Sell | P T TELEKOMUNIKASI INDONESIAsponsored adr | $32,000 | -20.0% | 1,183 | -6.0% | 0.00% | 0.0% |
| EWJ | ISHARES INCmsci jpn etf new | $37,000 | -15.9% | 708 | 0.0% | 0.00% | 0.0% | |
| LSXMK | Sell | LIBERTY MEDIA CORP DEL | $38,000 | -26.9% | 1,067 | -5.6% | 0.00% | -25.0% |
| FWONK | Sell | LIBERTY MEDIA CORP DEL | $30,000 | -9.1% | 467 | -1.9% | 0.00% | +50.0% |
| SNA | Buy | SNAP ON INC | $39,000 | +680.0% | 196 | +752.2% | 0.00% | – |
| BIV | VANGUARD BD INDEX FDSintermed term | $31,000 | -6.1% | 400 | 0.0% | 0.00% | +50.0% | |
| AZN | Sell | ASTRAZENECA PLCsponsored adr | $37,000 | -63.4% | 559 | -63.2% | 0.00% | -57.1% |
| IR | INGERSOLL RAND INC | $30,000 | -14.3% | 705 | 0.0% | 0.00% | +50.0% | |
| SBNY | Buy | SIGNATURE BK NEW YORK N Y | $39,000 | -31.6% | 220 | +12.8% | 0.00% | -25.0% |
| LYV | Buy | LIVE NATION ENTERTAINMENT IN | $34,000 | -29.2% | 414 | +1.7% | 0.00% | 0.0% |
| WRB | Buy | BERKLEY W R CORP | $39,000 | +21.9% | 577 | +19.2% | 0.00% | +50.0% |
| LMT | LOCKHEED MARTIN CORP | $30,000 | -3.2% | 70 | 0.0% | 0.00% | +50.0% | |
| TDC | Sell | TERADATA CORP DEL | $37,000 | -39.3% | 997 | -19.5% | 0.00% | -25.0% |
| DPZ | Buy | DOMINOS PIZZA INC | $29,000 | +3.6% | 74 | +7.2% | 0.00% | +50.0% |
| NXPI | Sell | NXP SEMICONDUCTORS N V | $36,000 | -41.9% | 245 | -26.4% | 0.00% | -25.0% |
| ILCG | ISHARES TRmorningstar grwt | $38,000 | -22.4% | 750 | 0.0% | 0.00% | 0.0% | |
| BMRN | Buy | BIOMARIN PHARMACEUTICAL INC | $37,000 | +27.6% | 451 | +22.2% | 0.00% | +50.0% |
| DXC | Sell | DXC TECHNOLOGY CO | $34,000 | -12.8% | 1,128 | -5.7% | 0.00% | 0.0% |
| MOH | Sell | MOLINA HEALTHCARE INC | $30,000 | -21.1% | 108 | -4.4% | 0.00% | 0.0% |
| LRCX | Sell | LAM RESEARCH CORP | $33,000 | -95.4% | 78 | -94.2% | 0.00% | -94.1% |
| FTI | TECHNIPFMC PLC | $31,000 | -11.4% | 4,554 | 0.0% | 0.00% | +50.0% | |
| MPWR | Sell | MONOLITHIC PWR SYS INC | $36,000 | -32.1% | 95 | -12.8% | 0.00% | -25.0% |
| Buy | APOLLO GLOBAL MGMT INC | $33,000 | -5.7% | 676 | +18.2% | 0.00% | +50.0% | |
| ON | Sell | ON SEMICONDUCTOR CORP | $35,000 | -20.5% | 686 | -2.7% | 0.00% | 0.0% |
| WELL | WELLTOWER INC | $37,000 | -14.0% | 450 | 0.0% | 0.00% | 0.0% | |
| PRGO | New | PERRIGO CO PLC | $39,000 | – | 971 | +100.0% | 0.00% | – |
| GM | Buy | GENERAL MTRS CO | $33,000 | -17.5% | 1,038 | +13.2% | 0.00% | 0.0% |
| PZZA | Buy | PAPA JOHNS INTL INC | $29,000 | -12.1% | 342 | +10.7% | 0.00% | +50.0% |
| EQT | Sell | EQT CORP | $39,000 | -15.2% | 1,136 | -14.1% | 0.00% | 0.0% |
| ABNB | Sell | AIRBNB INC | $30,000 | -69.1% | 341 | -39.3% | 0.00% | -57.1% |
| VGT | VANGUARD WORLD FDSinf tech etf | $32,000 | -22.0% | 98 | 0.0% | 0.00% | 0.0% | |
| VTIP | VANGUARD MALVERN FDSstrm infproidx | $35,000 | -2.8% | 704 | 0.0% | 0.00% | 0.0% | |
| SNOW | Sell | SNOWFLAKE INCcl a | $36,000 | -84.3% | 256 | -74.4% | 0.00% | -81.2% |
| IWM | Sell | ISHARES TRrussell 2000 etf | $37,000 | -22.9% | 217 | -7.3% | 0.00% | 0.0% |
| AVY | Buy | AVERY DENNISON CORP | $35,000 | 0.0% | 218 | +7.4% | 0.00% | +50.0% |
| BRO | Buy | BROWN & BROWN INC | $30,000 | -9.1% | 515 | +12.4% | 0.00% | +50.0% |
| LDOS | Sell | LEIDOS HOLDINGS INC | $29,000 | -9.4% | 283 | -3.4% | 0.00% | +50.0% |
| DOCS | Buy | DOXIMITY INCcl a | $33,000 | +17.9% | 962 | +80.1% | 0.00% | +50.0% |
| KEYS | Sell | KEYSIGHT TECHNOLOGIES INC | $39,000 | -31.6% | 285 | -21.1% | 0.00% | -25.0% |
| BKI | Sell | BLACK KNIGHT INC | $36,000 | +9.1% | 545 | -5.5% | 0.00% | +50.0% |
| FOXA | Buy | FOX CORP | $32,000 | -15.8% | 989 | +1.7% | 0.00% | 0.0% |
| BFK | BLACKROCK MUN INCOME TRsh ben int | $32,000 | -13.5% | 3,000 | 0.0% | 0.00% | 0.0% | |
| VXF | VANGUARD INDEX FDSextend mkt etf | $32,000 | -22.0% | 245 | 0.0% | 0.00% | 0.0% | |
| AON | Sell | AON PLC | $35,000 | -93.2% | 131 | -91.7% | 0.00% | -91.9% |
| COTY | Buy | COTY INC | $30,000 | +57.9% | 3,714 | +78.4% | 0.00% | +200.0% |
| BBVA | Sell | BANCO BILBAO VIZCAYA ARGENTAsponsored adr | $27,000 | -25.0% | 5,998 | -5.9% | 0.00% | -33.3% |
| ARKQ | ARK ETF TRautnmus technlgy | $21,000 | -25.0% | 417 | 0.0% | 0.00% | 0.0% | |
| ABEV | Sell | AMBEV SAsponsored adr | $22,000 | -29.0% | 8,866 | -6.8% | 0.00% | 0.0% |
| VRSN | Buy | VERISIGN INC | $24,000 | -22.6% | 145 | +5.1% | 0.00% | 0.0% |
| CVE | Buy | CENOVUS ENERGY INC | $28,000 | +180.0% | 1,488 | +153.1% | 0.00% | +100.0% |
| ESS | ESSEX PPTY TR INC | $28,000 | -24.3% | 108 | 0.0% | 0.00% | -33.3% | |
| EQH | EQUITABLE HLDGS INC | $27,000 | -15.6% | 1,044 | 0.0% | 0.00% | 0.0% | |
| STWD | STARWOOD PPTY TR INC | $25,000 | -13.8% | 1,209 | 0.0% | 0.00% | 0.0% | |
| VIAC | Buy | PARAMOUNT GLOBAL | $18,000 | -33.3% | 710 | +0.1% | 0.00% | 0.0% |
| RQI | COHEN & STEERS QUALITY INCOM | $20,000 | -16.7% | 1,436 | 0.0% | 0.00% | 0.0% | |
| DELL | Sell | DELL TECHNOLOGIES INCcl c | $21,000 | -92.8% | 448 | -92.3% | 0.00% | -90.5% |
| MCHP | Sell | MICROCHIP TECHNOLOGY INC. | $20,000 | -28.6% | 339 | -9.4% | 0.00% | 0.0% |
| MU | Sell | MICRON TECHNOLOGY INC | $19,000 | -64.2% | 346 | -49.0% | 0.00% | -50.0% |
| THC | Buy | TENET HEALTHCARE CORP | $24,000 | -29.4% | 460 | +15.6% | 0.00% | 0.0% |
| DTM | DT MIDSTREAM INC | $27,000 | -10.0% | 560 | 0.0% | 0.00% | 0.0% | |
| TXG | Buy | 10X GENOMICS INC | $19,000 | -36.7% | 418 | +4.5% | 0.00% | 0.0% |
| VST | VISTRA CORP | $20,000 | -4.8% | 896 | 0.0% | 0.00% | +100.0% | |
| EDR | Buy | ENDEAVOR GROUP HLDGS INC | $18,000 | -30.8% | 897 | +0.8% | 0.00% | 0.0% |
| VOYA | Buy | VOYA FINANCIAL INC | $18,000 | -10.0% | 306 | +2.0% | 0.00% | +100.0% |
| OGS | ONE GAS INC | $27,000 | -10.0% | 337 | 0.0% | 0.00% | 0.0% | |
| STZ | Sell | CONSTELLATION BRANDS INCcl a | $24,000 | -4.0% | 105 | -2.8% | 0.00% | 0.0% |
| MUSA | Sell | MURPHY USA INC | $25,000 | -19.4% | 107 | -31.0% | 0.00% | 0.0% |
| EMN | Buy | EASTMAN CHEM CO | $25,000 | -10.7% | 281 | +13.3% | 0.00% | 0.0% |
| IWV | ISHARES TRrussell 3000 etf | $20,000 | -16.7% | 93 | 0.0% | 0.00% | 0.0% | |
| NOV | New | NOV INC | $25,000 | – | 1,491 | +100.0% | 0.00% | – |
| SE | Buy | SEA LTDsponsord ads | $24,000 | -29.4% | 356 | +24.9% | 0.00% | 0.0% |
| XLV | SELECT SECTOR SPDR TRsbi healthcare | $23,000 | -8.0% | 183 | 0.0% | 0.00% | 0.0% | |
| ROLL | RBC BEARINGS INC | $26,000 | -7.1% | 142 | 0.0% | 0.00% | 0.0% | |
| XLY | SELECT SECTOR SPDR TRsbi cons discr | $27,000 | -25.0% | 193 | 0.0% | 0.00% | -33.3% | |
| XLK | SELECT SECTOR SPDR TRtechnology | $28,000 | -17.6% | 217 | 0.0% | 0.00% | 0.0% | |
| WBA | WALGREENS BOOTS ALLIANCE INC | $23,000 | -14.8% | 600 | 0.0% | 0.00% | 0.0% | |
| SCHD | SCHWAB STRATEGIC TRus dividend eq | $25,000 | -7.4% | 345 | 0.0% | 0.00% | 0.0% | |
| SCHW | Sell | SCHWAB CHARLES CORP | $21,000 | -32.3% | 332 | -8.8% | 0.00% | 0.0% |
| AGG | ISHARES TRcore us aggbd et | $23,000 | -4.2% | 225 | 0.0% | 0.00% | 0.0% | |
| RCI | Sell | ROGERS COMMUNICATIONS INCcl b | $19,000 | -29.6% | 404 | -16.0% | 0.00% | 0.0% |
| XLU | Buy | SELECT SECTOR SPDR TRsbi int-utils | $28,000 | +2700.0% | 402 | +2264.7% | 0.00% | – |
| PGR | Sell | PROGRESSIVE CORP | $18,000 | -33.3% | 157 | -34.6% | 0.00% | 0.0% |
| EEMV | ISHARES INCmsci emerg mrkt | $23,000 | -11.5% | 418 | 0.0% | 0.00% | 0.0% | |
| SSNC | Buy | SS&C TECHNOLOGIES HLDGS INC | $24,000 | +14.3% | 408 | +48.4% | 0.00% | +100.0% |
| ICE | Sell | INTERCONTINENTAL EXCHANGE IN | $19,000 | -56.8% | 207 | -37.3% | 0.00% | -33.3% |
| NTR | NUTRIEN LTD | $26,000 | -23.5% | 324 | 0.0% | 0.00% | 0.0% | |
| ACGL | Sell | ARCH CAP GROUP LTDord | $26,000 | -7.1% | 564 | -1.4% | 0.00% | 0.0% |
| HLI | HOULIHAN LOKEY INCcl a | $22,000 | -8.3% | 279 | 0.0% | 0.00% | 0.0% | |
| PHG | Buy | KONINKLIJKE PHILIPS N V | $19,000 | +5.6% | 905 | +49.6% | 0.00% | +100.0% |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $24,000 | -17.2% | 227 | 0.0% | 0.00% | 0.0% | |
| TYL | Sell | TYLER TECHNOLOGIES INC | $26,000 | -38.1% | 77 | -18.1% | 0.00% | -33.3% |
| BTI | Sell | BRITISH AMERN TOB PLCsponsored adr | $21,000 | -16.0% | 497 | -16.5% | 0.00% | 0.0% |
| ZEN | ZENDESK INC | $20,000 | -39.4% | 275 | 0.0% | 0.00% | 0.0% | |
| NLOK | Buy | NORTONLIFELOCK INC | $20,000 | -13.0% | 900 | +2.9% | 0.00% | 0.0% |
| HES | Sell | HESS CORP | $24,000 | -14.3% | 224 | -13.8% | 0.00% | 0.0% |
| LH | Buy | LABORATORY CORP AMER HLDGS | $25,000 | -7.4% | 108 | +3.8% | 0.00% | 0.0% |
| HZNP | Sell | HORIZON THERAPEUTICS PUB L | $22,000 | -63.9% | 280 | -52.1% | 0.00% | -50.0% |
| GOLF | ACUSHNET HLDGS CORP | $21,000 | +5.0% | 500 | 0.0% | 0.00% | +100.0% | |
| TRU | TRANSUNION | $18,000 | -21.7% | 225 | 0.0% | 0.00% | 0.0% | |
| BRKS | AZENTA INC | $19,000 | -9.5% | 259 | 0.0% | 0.00% | +100.0% | |
| NMZ | NUVEEN MUN HIGH INCOME OPPOR | $28,000 | -12.5% | 2,426 | 0.0% | 0.00% | 0.0% | |
| CPRI | CAPRI HOLDINGS LIMITED | $25,000 | -19.4% | 609 | 0.0% | 0.00% | 0.0% | |
| LBRDA | Sell | LIBERTY BROADBAND CORP | $21,000 | -12.5% | 181 | -4.2% | 0.00% | 0.0% |
| ABC | AMERISOURCEBERGEN CORP | $18,000 | -10.0% | 128 | 0.0% | 0.00% | +100.0% | |
| TSCO | TRACTOR SUPPLY CO | $20,000 | -16.7% | 103 | 0.0% | 0.00% | 0.0% | |
| AZEK | AZEK CO INCcl a | $18,000 | -33.3% | 1,096 | 0.0% | 0.00% | 0.0% | |
| WAL | Sell | WESTERN ALLIANCE BANCORP | $25,000 | -52.8% | 351 | -44.2% | 0.00% | -50.0% |
| NRK | NUVEEN NEW YORK AMT QLT MUNI | $23,000 | -8.0% | 2,077 | 0.0% | 0.00% | 0.0% | |
| TTE | TOTALENERGIES SEsponsored ads | $24,000 | +4.3% | 453 | 0.0% | 0.00% | 0.0% | |
| CBRE | Buy | CBRE GROUP INCcl a | $25,000 | -13.8% | 341 | +5.9% | 0.00% | 0.0% |
| AMCX | Sell | AMC NETWORKS INCcl a | $19,000 | -29.6% | 637 | -2.2% | 0.00% | 0.0% |
| HDB | Sell | HDFC BANK LTDsponsored ads | $23,000 | -14.8% | 410 | -6.0% | 0.00% | 0.0% |
| GHC | GRAHAM HLDGS CO | $28,000 | -9.7% | 50 | 0.0% | 0.00% | 0.0% | |
| AMH | AMERICAN HOMES 4 RENTcl a | $22,000 | -12.0% | 623 | 0.0% | 0.00% | 0.0% | |
| LYFT | Buy | LYFT INC | $24,000 | -57.9% | 1,784 | +19.4% | 0.00% | -50.0% |
| CNI | CANADIAN NATL RY CO | $26,000 | -16.1% | 229 | 0.0% | 0.00% | 0.0% | |
| MTG | MGIC INVT CORP WIS | $18,000 | 0.0% | 1,391 | 0.0% | 0.00% | +100.0% | |
| SWK | Buy | STANLEY BLACK & DECKER INC | $23,000 | +27.8% | 218 | +73.0% | 0.00% | +100.0% |
| LNT | ALLIANT ENERGY CORP | $28,000 | -6.7% | 475 | 0.0% | 0.00% | 0.0% | |
| GIS | GENERAL MLS INC | $24,000 | +9.1% | 320 | 0.0% | 0.00% | 0.0% | |
| MRO | MARATHON OIL CORP | $22,000 | -12.0% | 1,000 | 0.0% | 0.00% | 0.0% | |
| FNV | FRANCO NEV CORP | $24,000 | -20.0% | 185 | 0.0% | 0.00% | 0.0% | |
| TXT | TEXTRON INC | $20,000 | -16.7% | 322 | 0.0% | 0.00% | 0.0% | |
| WMS | Buy | ADVANCED DRAIN SYS INC DEL | $20,000 | -20.0% | 225 | +6.6% | 0.00% | 0.0% |
| MLM | Buy | MARTIN MARIETTA MATLS INC | $19,000 | -20.8% | 65 | +3.2% | 0.00% | 0.0% |
| AMX | AMERICA MOVIL SAB DE CV | $25,000 | 0.0% | 1,200 | 0.0% | 0.00% | 0.0% | |
| AIR | AAR CORP | $6,000 | -14.3% | 149 | 0.0% | 0.00% | – | |
| ABB | Sell | ABB LTDsponsored adr | $8,000 | -63.6% | 293 | -56.3% | 0.00% | -50.0% |
| APG | Buy | API GROUP CORP | $6,000 | -25.0% | 425 | +7.6% | 0.00% | 0.0% |
| ARKK | ARK ETF TRinnovation etf | $8,000 | -38.5% | 201 | 0.0% | 0.00% | 0.0% | |
| ARKW | ARK ETF TRnext gnrtn inter | $7,000 | -41.7% | 140 | 0.0% | 0.00% | 0.0% | |
| ALK | ALASKA AIR GROUP INC | $16,000 | -30.4% | 394 | 0.0% | 0.00% | -50.0% | |
| AIN | ALBANY INTL CORPcl a | $13,000 | -7.1% | 165 | 0.0% | 0.00% | 0.0% | |
| ALGT | ALLEGIANT TRAVEL CO | $7,000 | -36.4% | 65 | 0.0% | 0.00% | 0.0% | |
| AEE | Sell | AMEREN CORP | $6,000 | -88.2% | 68 | -87.6% | 0.00% | -75.0% |
| AWR | AMER STATES WTR CO | $8,000 | -11.1% | 100 | 0.0% | 0.00% | 0.0% | |
| ANSS | Sell | ANSYS INC | $11,000 | -35.3% | 45 | -15.1% | 0.00% | 0.0% |
| ACA | ARCOSA INC | $7,000 | -22.2% | 158 | 0.0% | 0.00% | 0.0% | |
| AWI | ARMSTRONG WORLD INDS INC NEW | $11,000 | -15.4% | 147 | 0.0% | 0.00% | 0.0% | |
| ASH | ASHLAND GLOBAL HLDGS INC | $9,000 | +12.5% | 84 | 0.0% | 0.00% | 0.0% | |
| AZO | AUTOZONE INC | $6,000 | 0.0% | 3 | 0.0% | 0.00% | – | |
| AVTR | Buy | AVANTOR INC | $6,000 | -14.3% | 204 | +2.0% | 0.00% | – |
| BWXT | BWX TECHNOLOGIES INC | $7,000 | 0.0% | 130 | 0.0% | 0.00% | – | |
| BOH | BANK HAWAII CORP | $13,000 | -13.3% | 177 | 0.0% | 0.00% | 0.0% | |
| BWFG | BANKWELL FINL GROUP INC | $6,000 | -14.3% | 200 | 0.0% | 0.00% | – | |
| BCS | Sell | BARCLAYS PLCadr | $6,000 | -60.0% | 810 | -56.3% | 0.00% | 0.0% |
| BECN | Sell | BEACON ROOFING SUPPLY INC | $9,000 | -30.8% | 167 | -21.6% | 0.00% | 0.0% |
| BELLRING BRANDS INC | $7,000 | 0.0% | 285 | 0.0% | 0.00% | – | ||
| BTAI | Buy | BIOXCEL THERAPEUTICS INC | $16,000 | +220.0% | 1,250 | +400.0% | 0.00% | – |
| BLMN | Buy | BLOOMIN BRANDS INC | $15,000 | -11.8% | 890 | +17.1% | 0.00% | 0.0% |
| BXP | BOSTON PROPERTIES INC | $6,000 | -25.0% | 62 | 0.0% | 0.00% | 0.0% | |
| BSX | Buy | BOSTON SCIENTIFIC CORP | $16,000 | +220.0% | 439 | +259.8% | 0.00% | – |
| CDW | Buy | CDW CORP | $9,000 | -10.0% | 55 | +1.9% | 0.00% | 0.0% |
| CMS | CMS ENERGY CORP | $6,000 | -14.3% | 96 | 0.0% | 0.00% | – | |
| CASY | Sell | CASEYS GEN STORES INC | $7,000 | -12.5% | 37 | -2.6% | 0.00% | 0.0% |
| CNP | CENTERPOINT ENERGY INC | $10,000 | 0.0% | 328 | 0.0% | 0.00% | 0.0% | |
| CAKE | CHEESECAKE FACTORY INC | $10,000 | -33.3% | 367 | 0.0% | 0.00% | 0.0% | |
| CAG | Buy | CONAGRA BRANDS INC | $14,000 | +7.7% | 408 | +9.1% | 0.00% | 0.0% |
| ROAD | Buy | CONSTRUCTION PARTNERS INC | $9,000 | +28.6% | 414 | +66.3% | 0.00% | – |
| CACC | Sell | CREDIT ACCEP CORP MICH | $10,000 | -28.6% | 21 | -16.0% | 0.00% | 0.0% |
| DXCM | Buy | DEXCOM INC | $17,000 | -26.1% | 228 | +406.7% | 0.00% | -50.0% |
| DKS | Sell | DICKS SPORTING GOODS INC | $8,000 | -33.3% | 105 | -13.2% | 0.00% | 0.0% |
| DFS | Sell | DISCOVER FINL SVCS | $12,000 | -20.0% | 134 | -4.3% | 0.00% | 0.0% |
| ETR | ENTERGY CORP NEW | $6,000 | 0.0% | 51 | 0.0% | 0.00% | – | |
| EEFT | EURONET WORLDWIDE INC | $12,000 | -20.0% | 118 | 0.0% | 0.00% | 0.0% | |
| EVTC | EVERTEC INC | $15,000 | -11.8% | 416 | 0.0% | 0.00% | 0.0% | |
| ROBO | Sell | EXCHANGE TRADED CONCEPTS TRrobo glb etf | $9,000 | -60.9% | 203 | -47.9% | 0.00% | -50.0% |
| FNF | FIDELITY NATIONAL FINANCIAL | $16,000 | -23.8% | 430 | 0.0% | 0.00% | 0.0% | |
| FITB | Sell | FIFTH THIRD BANCORP | $9,000 | -40.0% | 276 | -22.3% | 0.00% | 0.0% |
| FPE | FIRST TR EXCH TRADED FD IIIpfd secs inc etf | $8,000 | -11.1% | 487 | 0.0% | 0.00% | 0.0% | |
| FIVE | FIVE BELOW INC | $6,000 | -33.3% | 55 | 0.0% | 0.00% | 0.0% | |
| AJG | GALLAGHER ARTHUR J & CO | $12,000 | 0.0% | 71 | 0.0% | 0.00% | 0.0% | |
| GPC | GENUINE PARTS CO | $16,000 | 0.0% | 123 | 0.0% | 0.00% | 0.0% | |
| QYLD | GLOBAL X FDSnasdaq 100 cover | $17,000 | -19.0% | 1,000 | 0.0% | 0.00% | 0.0% | |
| GT | Buy | GOODYEAR TIRE & RUBR CO | $9,000 | -25.0% | 844 | +1.1% | 0.00% | 0.0% |
| GGG | GRACO INC | $12,000 | -14.3% | 202 | 0.0% | 0.00% | 0.0% | |
| GTN | Buy | GRAY TELEVISION INC | $13,000 | -23.5% | 758 | +0.8% | 0.00% | 0.0% |
| HPQ | Sell | HP INC | $11,000 | -74.4% | 321 | -73.2% | 0.00% | -66.7% |
| HAE | HAEMONETICS CORP MASS | $6,000 | 0.0% | 91 | 0.0% | 0.00% | – | |
| HBI | New | HANESBRANDS INC | $7,000 | – | 666 | +100.0% | 0.00% | – |
| HIG | Sell | HARTFORD FINL SVCS GROUP INC | $12,000 | -20.0% | 176 | -16.6% | 0.00% | 0.0% |
| HQY | HEALTHEQUITY INC | $8,000 | 0.0% | 126 | 0.0% | 0.00% | 0.0% | |
| JKHY | HENRY JACK & ASSOC INC | $8,000 | -11.1% | 44 | 0.0% | 0.00% | 0.0% | |
| New | HILLMAN SOLUTIONS CORP | $7,000 | – | 782 | +100.0% | 0.00% | – | |
| HHC | HOWARD HUGHES CORP | $9,000 | -35.7% | 131 | 0.0% | 0.00% | 0.0% | |
| HUBB | HUBBELL INC | $6,000 | 0.0% | 31 | 0.0% | 0.00% | – | |
| HMCOU | HUMANCO ACQUISITION CORPunit 12/08/2023 | $10,000 | 0.0% | 1,000 | 0.0% | 0.00% | 0.0% | |
| HBAN | HUNTINGTON BANCSHARES INC | $6,000 | -14.3% | 490 | 0.0% | 0.00% | – | |
| HII | HUNTINGTON INGALLS INDS INC | $13,000 | +8.3% | 61 | 0.0% | 0.00% | 0.0% | |
| H | HYATT HOTELS CORP | $10,000 | -23.1% | 131 | 0.0% | 0.00% | 0.0% | |
| IMGN | IMMUNOGEN INC | $10,000 | -9.1% | 2,217 | 0.0% | 0.00% | 0.0% | |
| INSP | Sell | INSPIRE MED SYS INC | $8,000 | -42.9% | 45 | -18.2% | 0.00% | 0.0% |
| ITGR | INTEGER HLDGS CORP | $8,000 | -11.1% | 114 | 0.0% | 0.00% | 0.0% | |
| INVENTRUST PPTYS CORP | $8,000 | -20.0% | 322 | 0.0% | 0.00% | 0.0% | ||
| IAU | ISHARES GOLD TRishares new | $6,000 | 0.0% | 161 | 0.0% | 0.00% | – | |
| ITOT | Sell | ISHARES TRcore s&p ttl stk | $6,000 | -82.4% | 69 | -79.3% | 0.00% | -50.0% |
| IYG | ISHARES TRu.s. fin svc etf | $16,000 | -15.8% | 108 | 0.0% | 0.00% | 0.0% | |
| ICLN | Sell | ISHARES TRgl clean ene etf | $9,000 | -55.0% | 450 | -51.8% | 0.00% | 0.0% |
| ITUB | ITAU UNIBANCO HLDG S Aspon adr rep pfd | $8,000 | -20.0% | 1,762 | 0.0% | 0.00% | 0.0% | |
| JBT | JOHN BEAN TECHNOLOGIES CORP | $9,000 | 0.0% | 79 | 0.0% | 0.00% | 0.0% | |
| JLL | JONES LANG LASALLE INC | $9,000 | -30.8% | 54 | 0.0% | 0.00% | 0.0% | |
| JNPR | Buy | JUNIPER NETWORKS INC | $13,000 | -13.3% | 455 | +12.3% | 0.00% | 0.0% |
| KLAC | KLA CORP | $16,000 | -11.1% | 50 | 0.0% | 0.00% | 0.0% | |
| KHC | KRAFT HEINZ CO | $8,000 | 0.0% | 212 | 0.0% | 0.00% | 0.0% | |
| LKFN | LAKELAND FINL CORP | $6,000 | -14.3% | 97 | 0.0% | 0.00% | – | |
| LSTR | LANDSTAR SYS INC | $12,000 | -7.7% | 85 | 0.0% | 0.00% | 0.0% | |
| LSCC | Buy | LATTICE SEMICONDUCTOR CORP | $7,000 | 0.0% | 149 | +23.1% | 0.00% | – |
| LEA | Buy | LEAR CORP | $12,000 | +33.3% | 93 | +50.0% | 0.00% | 0.0% |
| LESL | LESLIES INC | $12,000 | -20.0% | 780 | 0.0% | 0.00% | 0.0% | |
| LSXMA | Sell | LIBERTY MEDIA CORP DEL | $17,000 | -29.2% | 477 | -9.3% | 0.00% | -50.0% |
| FWONA | Sell | LIBERTY MEDIA CORP DEL | $8,000 | -27.3% | 154 | -7.2% | 0.00% | 0.0% |
| LAD | LITHIA MTRS INC | $15,000 | -6.2% | 55 | 0.0% | 0.00% | 0.0% | |
| L | Sell | LOEWS CORP | $7,000 | -12.5% | 111 | -6.7% | 0.00% | 0.0% |
| MHO | Sell | M/I HOMES INC | $6,000 | -33.3% | 158 | -21.4% | 0.00% | 0.0% |
| MFC | New | MANULIFE FINL CORP | $7,000 | – | 408 | +100.0% | 0.00% | – |
| DOOR | MASONITE INTL CORP | $9,000 | -18.2% | 123 | 0.0% | 0.00% | 0.0% | |
| MSI | Sell | MOTOROLA SOLUTIONS INC | $6,000 | -66.7% | 31 | -56.9% | 0.00% | 0.0% |
| NCR | Buy | NCR CORP NEW | $14,000 | -22.2% | 449 | +2.3% | 0.00% | 0.0% |
| FIZZ | NATIONAL BEVERAGE CORP | $12,000 | +9.1% | 254 | 0.0% | 0.00% | 0.0% | |
| NWL | Sell | NEWELL BRANDS INC | $14,000 | -30.0% | 754 | -21.0% | 0.00% | 0.0% |
| NEM | Sell | NEWMONT CORP | $16,000 | -33.3% | 273 | -7.1% | 0.00% | -50.0% |
| NUE | Sell | NUCOR CORP | $11,000 | -45.0% | 107 | -21.3% | 0.00% | 0.0% |
| NAN | NUVEEN NEW YORK QLT MUN INC | $11,000 | -8.3% | 978 | 0.0% | 0.00% | 0.0% | |
| OLN | OLIN CORP | $8,000 | -11.1% | 178 | 0.0% | 0.00% | 0.0% | |
| ONTO | ONTO INNOVATION INC | $7,000 | -22.2% | 100 | 0.0% | 0.00% | 0.0% | |
| OGN | Sell | ORGANON & CO | $6,000 | -66.7% | 178 | -64.9% | 0.00% | 0.0% |
| PTCT | PTC THERAPEUTICS INC | $6,000 | +20.0% | 144 | 0.0% | 0.00% | – | |
| PLTR | PALANTIR TECHNOLOGIES INCcl a | $9,000 | -35.7% | 1,000 | 0.0% | 0.00% | 0.0% | |
| PAYCOR HCM INC | $7,000 | -12.5% | 268 | 0.0% | 0.00% | 0.0% | ||
| PFGC | Buy | PERFORMANCE FOOD GROUP CO | $17,000 | 0.0% | 364 | +6.4% | 0.00% | 0.0% |
| WOOF | PETCO HEALTH & WELLNESS CO I | $7,000 | -22.2% | 461 | 0.0% | 0.00% | 0.0% | |
| PNFP | PINNACLE FINL PARTNERS INC | $6,000 | -25.0% | 83 | 0.0% | 0.00% | 0.0% | |
| MAV | PIONEER MUNICIPAL HIGH INCOM | $13,000 | -13.3% | 1,500 | 0.0% | 0.00% | 0.0% | |
| PRI | PRIMERICA INC | $9,000 | -18.2% | 77 | 0.0% | 0.00% | 0.0% | |
| RLI | RLI CORP | $13,000 | +8.3% | 110 | 0.0% | 0.00% | 0.0% | |
| RJF | Sell | RAYMOND JAMES FINL INC | $17,000 | -34.6% | 188 | -19.3% | 0.00% | -50.0% |
| RRR | RED ROCK RESORTS INCcl a | $8,000 | -27.3% | 225 | 0.0% | 0.00% | 0.0% | |
| RBC | REGAL REXNORD CORPORATION | $8,000 | -27.3% | 72 | 0.0% | 0.00% | 0.0% | |
| REZI | RESIDEO TECHNOLOGIES INC | $6,000 | -14.3% | 303 | 0.0% | 0.00% | – | |
| REXR | REXFORD INDL RLTY INC | $10,000 | -16.7% | 165 | 0.0% | 0.00% | 0.0% | |
| SMG | SCOTTS MIRACLE-GRO COcl a | $11,000 | -35.3% | 139 | 0.0% | 0.00% | 0.0% | |
| SEE | SEALED AIR CORP NEW | $16,000 | -11.1% | 269 | 0.0% | 0.00% | 0.0% | |
| XLI | SELECT SECTOR SPDR TRsbi int-inds | $6,000 | -14.3% | 68 | 0.0% | 0.00% | – | |
| XLC | SELECT SECTOR SPDR TR | $13,000 | -18.8% | 236 | 0.0% | 0.00% | 0.0% | |
| SMTC | SEMTECH CORP | $6,000 | -14.3% | 106 | 0.0% | 0.00% | – | |
| SMPL | SIMPLY GOOD FOODS CO | $8,000 | 0.0% | 219 | 0.0% | 0.00% | 0.0% | |
| SITE | SITEONE LANDSCAPE SUPPLY INC | $11,000 | -26.7% | 92 | 0.0% | 0.00% | 0.0% | |
| SITM | SITIME CORP | $6,000 | -40.0% | 39 | 0.0% | 0.00% | 0.0% | |
| SIX | Buy | SIX FLAGS ENTMT CORP NEW | $13,000 | -45.8% | 584 | +5.4% | 0.00% | -50.0% |
| SNAP | SNAP INCcl a | $11,000 | -64.5% | 863 | 0.0% | 0.00% | -50.0% | |
| SONY | Buy | SONY GROUP CORPORATIONsponsored adr | $13,000 | -23.5% | 165 | +0.6% | 0.00% | 0.0% |
| SPR | Buy | SPIRIT AEROSYSTEMS HLDGS INC | $7,000 | -41.7% | 242 | +1.3% | 0.00% | 0.0% |
| SFM | Sell | SPROUTS FMRS MKT INC | $16,000 | -36.0% | 615 | -20.7% | 0.00% | -50.0% |
| SYBT | STOCK YDS BANCORP INC | $12,000 | +20.0% | 193 | 0.0% | 0.00% | 0.0% | |
| SMFG | Sell | SUMITOMO MITSUI FINL GROUP Isponsored adr | $6,000 | -60.0% | 1,018 | -56.1% | 0.00% | 0.0% |
| SUM | SUMMIT MATLS INCcl a | $7,000 | -30.0% | 309 | 0.0% | 0.00% | 0.0% | |
| SUI | SUN CMNTYS INC | $6,000 | 0.0% | 36 | 0.0% | 0.00% | – | |
| SLF | Sell | SUN LIFE FINANCIAL INC. | $8,000 | -81.4% | 165 | -78.7% | 0.00% | -66.7% |
| SWEETGREEN INC | $7,000 | -58.8% | 529 | 0.0% | 0.00% | 0.0% | ||
| SYF | Sell | SYNCHRONY FINANCIAL | $7,000 | -77.4% | 249 | -72.0% | 0.00% | -50.0% |
| SYNH | Buy | SYNEOS HEALTH INCcl a | $8,000 | 0.0% | 108 | +9.1% | 0.00% | 0.0% |
| TPH | TRI POINTE HOMES INC | $6,000 | -14.3% | 342 | 0.0% | 0.00% | – | |
| TMX | TERMINIX GLOBAL HOLDINGS INC | $13,000 | -13.3% | 325 | 0.0% | 0.00% | 0.0% | |
| THO | THOR INDS INC | $13,000 | -7.1% | 173 | 0.0% | 0.00% | 0.0% | |
| TWLO | TWILIO INCcl a | $8,000 | -50.0% | 100 | 0.0% | 0.00% | 0.0% | |
| USB | Sell | US BANCORP DEL | $17,000 | -45.2% | 358 | -37.8% | 0.00% | -50.0% |
| PATH | UIPATH INCcl a | $11,000 | -15.4% | 586 | 0.0% | 0.00% | 0.0% | |
| UAA | UNDER ARMOUR INCcl a | $12,000 | -52.0% | 1,472 | 0.0% | 0.00% | -50.0% | |
| UNF | UNIFIRST CORP MASS | $12,000 | -7.7% | 72 | 0.0% | 0.00% | 0.0% | |
| URI | UNITED RENTALS INC | $9,000 | -30.8% | 37 | 0.0% | 0.00% | 0.0% | |
| U | UNITY SOFTWARE INC | $14,000 | -62.2% | 372 | 0.0% | 0.00% | -66.7% | |
| UNVR | Sell | UNIVAR SOLUTIONS INC | $8,000 | -38.5% | 341 | -15.4% | 0.00% | 0.0% |
| UNM | UNUM GROUP | $11,000 | +10.0% | 320 | 0.0% | 0.00% | 0.0% | |
| VIG | Sell | VANGUARD SPECIALIZED FUNDSdiv app etf | $15,000 | -37.5% | 108 | -28.0% | 0.00% | -50.0% |
| VIOG | VANGUARD ADMIRAL FDS INCsmlcp 600 grth | $15,000 | -16.7% | 82 | 0.0% | 0.00% | 0.0% | |
| VRSK | Sell | VERISK ANALYTICS INC | $16,000 | -27.3% | 92 | -9.8% | 0.00% | -50.0% |
| VTRS | Sell | VIATRIS INC | $13,000 | -13.3% | 1,227 | -11.0% | 0.00% | 0.0% |
| VMW | Sell | VMWARE INC | $10,000 | -96.6% | 88 | -96.6% | 0.00% | -95.2% |
| VOD | VODAFONE GROUP PLC NEWsponsored adr | $6,000 | -14.3% | 410 | 0.0% | 0.00% | – | |
| WDFC | WD 40 CO | $9,000 | +12.5% | 46 | 0.0% | 0.00% | 0.0% | |
| WEC | Buy | WEC ENERGY GROUP INC | $7,000 | +16.7% | 69 | +6.2% | 0.00% | – |
| WSO | Sell | WATSCO INC | $16,000 | -44.8% | 69 | -26.6% | 0.00% | -50.0% |
| WPM | WHEATON PRECIOUS METALS CORP | $9,000 | -30.8% | 263 | 0.0% | 0.00% | 0.0% | |
| WSC | WILLSCOT MOBIL MINI HLDNG CO | $10,000 | -16.7% | 297 | 0.0% | 0.00% | 0.0% | |
| WOPEY | New | WOODSIDE ENERGY GROUP LTDsponsored adr | $8,000 | – | 381 | +100.0% | 0.00% | – |
| WWE | WORLD WRESTLING ENTMT INCcl a | $6,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
| ALLE | ALLEGION PLC | $10,000 | -9.1% | 101 | 0.0% | 0.00% | 0.0% | |
| CLVT | Sell | CLARIVATE PLC | $9,000 | -47.1% | 637 | -38.7% | 0.00% | 0.0% |
| GLOBALFOUNDRIES INCordinary shares | $13,000 | -38.1% | 329 | 0.0% | 0.00% | 0.0% | ||
| NCLH | Buy | NORWEGIAN CRUISE LINE HLDG L | $13,000 | +550.0% | 1,200 | +1100.0% | 0.00% | – |
| XP | XP INCcl a | $13,000 | -38.1% | 707 | 0.0% | 0.00% | 0.0% | |
| PERIMETER SOLUTIONS SA | $6,000 | 0.0% | 524 | 0.0% | 0.00% | – | ||
| SPOT | SPOTIFY TECHNOLOGY S A | $12,000 | -40.0% | 130 | 0.0% | 0.00% | 0.0% | |
| MNDY | Buy | MONDAY COM LTD | $6,000 | +50.0% | 56 | +143.5% | 0.00% | – |
| TARO | TARO PHARMACEUTICAL INDS LTD | $7,000 | -22.2% | 200 | 0.0% | 0.00% | 0.0% | |
| WIX | WIX COM LTD | $12,000 | -36.8% | 179 | 0.0% | 0.00% | 0.0% | |
| CNHI | CNH INDL N V | $9,000 | -30.8% | 795 | 0.0% | 0.00% | 0.0% | |
| FLEX | FLEX LTDord | $13,000 | -18.8% | 882 | 0.0% | 0.00% | 0.0% | |
| WAB | Exit | WABTEC | $0 | – | -9 | -100.0% | 0.00% | – |
| CHWY | Exit | CHEWY INCcl a | $0 | – | -38 | -100.0% | 0.00% | – |
| NVRO | NEVRO CORP | $3,000 | -25.0% | 61 | 0.0% | 0.00% | – | |
| STRO | SUTRO BIOPHARMA INC | $1,000 | 0.0% | 179 | 0.0% | 0.00% | – | |
| XLE | SELECT SECTOR SPDR TRenergy | $2,000 | 0.0% | 32 | 0.0% | 0.00% | – | |
| LUNG | PULMONX CORP | $1,000 | -50.0% | 95 | 0.0% | 0.00% | – | |
| XLRE | SELECT SECTOR SPDR TRrl est sel sec | $4,000 | -20.0% | 99 | 0.0% | 0.00% | – | |
| PUK | Sell | PRUDENTIAL PLCadr | $3,000 | -62.5% | 123 | -56.4% | 0.00% | -100.0% |
| PTRA | PROTERRA INC | $4,000 | -33.3% | 783 | 0.0% | 0.00% | – | |
| SXT | SENSIENT TECHNOLOGIES CORP | $4,000 | 0.0% | 50 | 0.0% | 0.00% | – | |
| PRVA | Sell | PRIVIA HEALTH GROUP INC | $5,000 | 0.0% | 165 | -19.5% | 0.00% | – |
| TROW | Sell | PRICE T ROWE GROUP INC | $3,000 | -57.1% | 30 | -28.6% | 0.00% | – |
| FOUR | SHIFT4 PMTS INCcl a | $5,000 | -44.4% | 138 | 0.0% | 0.00% | -100.0% | |
| POST | POST HLDGS INC | $3,000 | +50.0% | 34 | 0.0% | 0.00% | – | |
| PORTILLOS INC | $3,000 | -25.0% | 159 | 0.0% | 0.00% | – | ||
| SLAB | SILICON LABORATORIES INC | $3,000 | 0.0% | 19 | 0.0% | 0.00% | – | |
| SLGN | SILGAN HOLDINGS INC | $4,000 | -20.0% | 98 | 0.0% | 0.00% | – | |
| IEF | Exit | ISHARES TRbarclays 7 10 yr | $0 | – | -22 | -100.0% | 0.00% | – |
| XM | Exit | QUALTRICS INTL INC | $0 | – | -54 | -100.0% | 0.00% | – |
| Exit | RIVIAN AUTOMOTIVE INC | $0 | – | -100 | -100.0% | 0.00% | – | |
| PHR | Buy | PHREESIA INC | $5,000 | +25.0% | 216 | +34.2% | 0.00% | – |
| SNN | Sell | SMITH & NEPHEW PLCspdn adr new | $5,000 | -37.5% | 192 | -22.0% | 0.00% | -100.0% |
| PTON | Sell | PELOTON INTERACTIVE INC | $1,000 | -90.9% | 150 | -62.5% | 0.00% | -100.0% |
| SCZ | Exit | ISHARES TReafe sml cp etf | $0 | – | -43 | -100.0% | 0.00% | – |
| PEB | PEBBLEBROOK HOTEL TR | $4,000 | -20.0% | 223 | 0.0% | 0.00% | – | |
| SEDG | SOLAREDGE TECHNOLOGIES INC | $4,000 | 0.0% | 13 | 0.0% | 0.00% | – | |
| ALGM | Exit | ALLEGRO MICROSYSTEMS INC | $0 | – | -106 | -100.0% | 0.00% | – |
| SONO | Buy | SONOS INC | $3,000 | 0.0% | 182 | +54.2% | 0.00% | – |
| PSO | Sell | PEARSON PLCsponsored adr | $4,000 | -60.0% | 457 | -56.2% | 0.00% | -100.0% |
| PEAR THERAPEUTICS INC*w exp 12/03/202 | $0 | -100.0% | 999 | 0.0% | 0.00% | – | ||
| PEAR THERAPEUTICS INC | $5,000 | -66.7% | 3,000 | 0.0% | 0.00% | -100.0% | ||
| SAIL | Exit | SAILPOINT TECHNOLOGIES HLDGS | $0 | – | -81 | -100.0% | 0.00% | – |
| PAY | Buy | PAYMENTUS HOLDINGS INC | $5,000 | -16.7% | 379 | +23.1% | 0.00% | – |
| PKG | PACKAGING CORP AMER | $4,000 | -20.0% | 29 | 0.0% | 0.00% | – | |
| ORION OFFICE REIT INC | $2,000 | -33.3% | 218 | 0.0% | 0.00% | – | ||
| ONEM | 1LIFE HEALTHCARE INC | $2,000 | -33.3% | 266 | 0.0% | 0.00% | – | |
| OPTT | OCEAN PWR TECHNOLOGIES INC | $0 | – | 1 | 0.0% | 0.00% | – | |
| NTRS | Sell | NORTHERN TR CORP | $5,000 | -16.7% | 47 | -17.5% | 0.00% | – |
| DNAY | Exit | CODEX DNA INC | $0 | – | -222 | -100.0% | 0.00% | – |
| IAA | Exit | IAA INC | $0 | – | -100 | -100.0% | 0.00% | – |
| SNX | Sell | TD SYNNEX CORPORATION | $3,000 | -25.0% | 28 | -28.2% | 0.00% | – |
| FLR | Exit | FLUOR CORP NEW | $0 | – | -200 | -100.0% | 0.00% | – |
| NERDY INC | $2,000 | -60.0% | 913 | 0.0% | 0.00% | – | ||
| NEO | NEOGENOMICS INC | $2,000 | 0.0% | 204 | 0.0% | 0.00% | – | |
| NEOG | NEOGEN CORP | $2,000 | 0.0% | 76 | 0.0% | 0.00% | – | |
| ZNGA | Exit | ZYNGA INCcl a | $0 | – | -558 | -100.0% | 0.00% | – |
| NFG | Sell | NATIONAL FUEL GAS CO | $4,000 | -33.3% | 61 | -33.0% | 0.00% | – |
| MNTV | MOMENTIVE GLOBAL INC | $2,000 | -33.3% | 196 | 0.0% | 0.00% | – | |
| MHK | MOHAWK INDS INC | $3,000 | 0.0% | 23 | 0.0% | 0.00% | – | |
| MRNA | MODERNA INC | $5,000 | -16.7% | 35 | 0.0% | 0.00% | – | |
| TDY | TELEDYNE TECHNOLOGIES INC | $4,000 | -20.0% | 11 | 0.0% | 0.00% | – | |
| MRTX | MIRATI THERAPEUTICS INC | $3,000 | 0.0% | 38 | 0.0% | 0.00% | – | |
| MIDD | Buy | MIDDLEBY CORP | $4,000 | 0.0% | 30 | +15.4% | 0.00% | – |
| MAA | Sell | MID-AMER APT CMNTYS INC | $2,000 | -50.0% | 12 | -33.3% | 0.00% | – |
| TPIC | Exit | TPI COMPOSITES INC | $0 | – | -100 | -100.0% | 0.00% | – |
| MAT | MATTEL INC | $3,000 | 0.0% | 133 | 0.0% | 0.00% | – | |
| MTDR | New | MATADOR RES CO | $2,000 | – | 49 | +100.0% | 0.00% | – |
| MQ | MARQETA INC | $3,000 | -25.0% | 406 | 0.0% | 0.00% | – | |
| MRVI | Buy | MARAVAI LIFESCIENCES HLDGS I | $4,000 | 0.0% | 157 | +25.6% | 0.00% | – |
| SHOO | MADDEN STEVEN LTD | $5,000 | -16.7% | 160 | 0.0% | 0.00% | – | |
| MYTE | MYT NETHERLANDS PARENT B Vads | $2,000 | -33.3% | 239 | 0.0% | 0.00% | – | |
| Exit | CAPSTONE GREEN ENERGY CORP | $0 | – | -250 | -100.0% | 0.00% | – | |
| RAMP | LIVERAMP HLDGS INC | $5,000 | -37.5% | 212 | 0.0% | 0.00% | -100.0% | |
| LNC | Sell | LINCOLN NATL CORP IND | $2,000 | -60.0% | 52 | -38.1% | 0.00% | – |
| TDW | TIDEWATER INC NEW | $1,000 | 0.0% | 47 | 0.0% | 0.00% | – | |
| TDWWSA | TIDEWATER INC NEW*w exp 07/31/202 | $0 | – | 77 | 0.0% | 0.00% | – | |
| TDWWSB | TIDEWATER INC NEW*w exp 07/31/202 | $0 | – | 83 | 0.0% | 0.00% | – | |
| TKR | Sell | TIMKEN CO | $2,000 | -33.3% | 45 | -18.2% | 0.00% | – |
| LECO | LINCOLN ELEC HLDGS INC | $5,000 | 0.0% | 38 | 0.0% | 0.00% | – | |
| LBRT | New | LIBERTY ENERGY INC | $2,000 | – | 186 | +100.0% | 0.00% | – |
| LZ | LEGALZOOM COM INC | $5,000 | -16.7% | 415 | 0.0% | 0.00% | – | |
| SWIM | LATHAM GROUP INC | $4,000 | -50.0% | 567 | 0.0% | 0.00% | -100.0% | |
| LKQ | Buy | LKQ CORP | $5,000 | +25.0% | 103 | +7.3% | 0.00% | – |
| Sell | KYNDRYL HLDGS INC | $3,000 | -87.5% | 310 | -83.0% | 0.00% | -100.0% | |
| RIG | Exit | TRANSOCEAN LTD | $0 | – | -26 | -100.0% | 0.00% | – |
| TWST | TWIST BIOSCIENCE CORP | $1,000 | -50.0% | 32 | 0.0% | 0.00% | – | |
| KURA | KURA ONCOLOGY INC | $2,000 | 0.0% | 115 | 0.0% | 0.00% | – | |
| KR | KROGER CO | $4,000 | 0.0% | 77 | 0.0% | 0.00% | – | |
| KTOS | Buy | KRATOS DEFENSE & SEC SOLUTIO | $5,000 | 0.0% | 365 | +43.1% | 0.00% | – |
| BFB | Exit | BROWN FORMAN CORPcl b | $0 | – | -34 | -100.0% | 0.00% | – |
| KSS | Sell | KOHLS CORP | $1,000 | -75.0% | 40 | -42.9% | 0.00% | – |
| AZPN | Exit | ASPEN TECHNOLOGY INC | $0 | – | -24 | -100.0% | 0.00% | – |
| KIM | KIMCO RLTY CORP | $3,000 | 0.0% | 139 | 0.0% | 0.00% | – | |
| KDP | Buy | KEURIG DR PEPPER INC | $5,000 | +66.7% | 151 | +104.1% | 0.00% | – |
| KW | KENNEDY-WILSON HOLDINGS INC | $4,000 | -20.0% | 222 | 0.0% | 0.00% | – | |
| USFD | US FOODS HLDG CORP | $3,000 | 0.0% | 92 | 0.0% | 0.00% | – | |
| KMT | KENNAMETAL INC | $5,000 | -28.6% | 228 | 0.0% | 0.00% | – | |
| UHS | Sell | UNIVERSAL HLTH SVCS INCcl b | $2,000 | -60.0% | 24 | -25.0% | 0.00% | – |
| VACASA INC | $1,000 | -66.7% | 345 | 0.0% | 0.00% | – | ||
| KRTX | KARUNA THERAPEUTICS INC | $2,000 | 0.0% | 19 | 0.0% | 0.00% | – | |
| JBL | JABIL INC | $2,000 | -33.3% | 44 | 0.0% | 0.00% | – | |
| JBGS | JBG SMITH PPTYS | $1,000 | -50.0% | 58 | 0.0% | 0.00% | – | |
| CDNS | Exit | CADENCE DESIGN SYSTEM INC | $0 | – | -16 | -100.0% | 0.00% | – |
| IUSB | Sell | ISHARES TRcore total usd | $3,000 | -81.2% | 64 | -79.6% | 0.00% | -100.0% |
| ISTB | ISHARES TRcore 1 5 yr usd | $3,000 | 0.0% | 62 | 0.0% | 0.00% | – | |
| IXUS | Sell | ISHARES TRcore msci total | $2,000 | -77.8% | 28 | -79.4% | 0.00% | -100.0% |
| PFF | ISHARES TRpfd and incm sec | $4,000 | -20.0% | 129 | 0.0% | 0.00% | – | |
| AAXJ | ISHARES TRmsci ac asia etf | $3,000 | 0.0% | 43 | 0.0% | 0.00% | – | |
| IOVA | IOVANCE BIOTHERAPEUTICS INC | $2,000 | -33.3% | 197 | 0.0% | 0.00% | – | |
| TAN | INVESCO EXCH TRADED FD TR IIsolar etf | $5,000 | -16.7% | 75 | 0.0% | 0.00% | – | |
| ITCI | INTRA-CELLULAR THERAPIES INC | $4,000 | -20.0% | 78 | 0.0% | 0.00% | – | |
| NTLA | INTELLIA THERAPEUTICS INC | $2,000 | 0.0% | 29 | 0.0% | 0.00% | – | |
| INSM | INSMED INC | $4,000 | -20.0% | 211 | 0.0% | 0.00% | – | |
| NARI | INARI MED INC | $3,000 | -25.0% | 46 | 0.0% | 0.00% | – | |
| IEX | IDEX CORP | $3,000 | 0.0% | 16 | 0.0% | 0.00% | – | |
| IAC | New | IAC INTERACTIVECORP NEW | $4,000 | – | 49 | +100.0% | 0.00% | – |
| TWNK | HOSTESS BRANDS INCcl a | $3,000 | 0.0% | 148 | 0.0% | 0.00% | – | |
| HST | HOST HOTELS & RESORTS INC | $1,000 | -50.0% | 86 | 0.0% | 0.00% | – | |
| VTR | VENTAS INC | $2,000 | 0.0% | 33 | 0.0% | 0.00% | – | |
| HIMS | HIMS & HERS HEALTH INC | $2,000 | 0.0% | 383 | 0.0% | 0.00% | – | |
| HRTX | HERON THERAPEUTICS INC | $1,000 | -50.0% | 367 | 0.0% | 0.00% | – | |
| GVA | GRANITE CONSTR INC | $4,000 | -20.0% | 152 | 0.0% | 0.00% | – | |
| GDDY | Buy | GODADDY INCcl a | $2,000 | 0.0% | 34 | +30.8% | 0.00% | – |
| GBT | GLOBAL BLOOD THERAPEUTICS IN | $3,000 | -25.0% | 102 | 0.0% | 0.00% | – | |
| GPS | Sell | GAP INC | $1,000 | -50.0% | 83 | -49.1% | 0.00% | – |
| FRESHWORKS INC | $3,000 | -25.0% | 232 | 0.0% | 0.00% | – | ||
| FRPT | FRESHPET INC | $4,000 | -50.0% | 81 | 0.0% | 0.00% | -100.0% | |
| FBHS | FORTUNE BRANDS HOME & SEC IN | $4,000 | -20.0% | 66 | 0.0% | 0.00% | – | |
| FLT | FLEETCOR TECHNOLOGIES INC | $5,000 | -16.7% | 23 | 0.0% | 0.00% | – | |
| FCNCA | Buy | FIRST CTZNS BANCSHARES INC Ncl a | $3,000 | +200.0% | 4 | +100.0% | 0.00% | – |
| FEDERAL RLTY INVT TR NEWsh ben int new | $2,000 | 0.0% | 17 | 0.0% | 0.00% | – | ||
| FIGS | Buy | FIGS INCcl a | $3,000 | -50.0% | 382 | +39.4% | 0.00% | – |
| FLYW | Buy | FLYWIRE CORPORATION | $5,000 | -28.6% | 298 | +31.3% | 0.00% | – |
| EYPT | EYEPOINT PHARMACEUTICALS INC | $2,000 | -33.3% | 226 | 0.0% | 0.00% | – | |
| EXPE | Sell | EXPEDIA GROUP INC | $4,000 | -89.7% | 47 | -76.6% | 0.00% | -100.0% |
| New | ESAB CORPORATION | $2,000 | – | 36 | +100.0% | 0.00% | – | |
| VRT | VERTIV HOLDINGS CO | $3,000 | -40.0% | 357 | 0.0% | 0.00% | – | |
| VIAV | VIAVI SOLUTIONS INC | $5,000 | -16.7% | 367 | 0.0% | 0.00% | – | |
| EQNR | Sell | EQUINOR ASAsponsored adr | $4,000 | -69.2% | 119 | -65.0% | 0.00% | -100.0% |
| QRTEA | Exit | QURATE RETAIL INC | $0 | – | -825 | -100.0% | 0.00% | – |
| SPCE | VIRGIN GALACTIC HOLDINGS INC | $1,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
| ENV | ENVESTNET INC | $4,000 | -33.3% | 74 | 0.0% | 0.00% | – | |
| ENR | ENERGIZER HLDGS INC NEW | $2,000 | 0.0% | 60 | 0.0% | 0.00% | – | |
| PCAR | Exit | PACCAR INC | $0 | – | -15 | -100.0% | 0.00% | – |
| CHTR | Exit | CHARTER COMMUNICATIONS INC Ncl a | $0 | – | -4 | -100.0% | 0.00% | – |
| VNT | Sell | VONTIER CORPORATION | $4,000 | -66.7% | 170 | -64.7% | 0.00% | -100.0% |
| New | ASPEN TECHNOLOGY INC | $2,000 | – | 13 | +100.0% | 0.00% | – | |
| New | EMBECTA CORP | $1,000 | – | 45 | +100.0% | 0.00% | – | |
| WPC | WP CAREY INC | $3,000 | 0.0% | 36 | 0.0% | 0.00% | – | |
| DUTCH BROS INCcl a | $2,000 | -50.0% | 69 | 0.0% | 0.00% | – | ||
| DCT | Sell | DUCK CREEK TECHNOLOGIES INC | $3,000 | -50.0% | 219 | -21.2% | 0.00% | – |
| FANG | Sell | DIAMONDBACK ENERGY INC | $3,000 | -70.0% | 26 | -63.4% | 0.00% | -100.0% |
| XRAY | DENTSPLY SIRONA INC | $5,000 | -37.5% | 153 | 0.0% | 0.00% | -100.0% | |
| W | WAYFAIR INCcl a | $4,000 | -63.6% | 100 | 0.0% | 0.00% | -100.0% | |
| Sell | DEFINITIVE HEALTHCARE CORP | $2,000 | -33.3% | 79 | -33.6% | 0.00% | – | |
| DAWN | New | DAY ONE BIOPHARMACEUTICALS I | $3,000 | – | 163 | +100.0% | 0.00% | – |
| CGEM | CULLINAN ONCOLOGY INC | $1,000 | 0.0% | 71 | 0.0% | 0.00% | – | |
| CYRX | CRYOPORT INC | $2,000 | 0.0% | 70 | 0.0% | 0.00% | – | |
| WIA | WESTERN ASST INFLTN LKD INM | $5,000 | -16.7% | 500 | 0.0% | 0.00% | – | |
| CFRX | CONTRAFECT CORP | $1,000 | -50.0% | 413 | 0.0% | 0.00% | – | |
| New | ENOVIS CORPORATION | $2,000 | – | 36 | +100.0% | 0.00% | – | |
| DHI | Exit | D R HORTON INC | $0 | – | -24 | -100.0% | 0.00% | – |
| UP | WHEELS UP EXPERIENCE INC | $1,000 | -50.0% | 520 | 0.0% | 0.00% | – | |
| CGNX | COGNEX CORP | $3,000 | -50.0% | 78 | 0.0% | 0.00% | – | |
| WING | WINGSTOP INC | $3,000 | -25.0% | 34 | 0.0% | 0.00% | – | |
| CFG | Sell | CITIZENS FINL GROUP INC | $4,000 | -60.0% | 124 | -39.5% | 0.00% | -100.0% |
| CHK | Buy | CHESAPEAKE ENERGY CORP | $3,000 | 0.0% | 41 | +36.7% | 0.00% | – |
| CERT | CERTARA INC | $4,000 | 0.0% | 204 | 0.0% | 0.00% | – | |
| CE | Sell | CELANESE CORP DEL | $2,000 | -66.7% | 17 | -55.3% | 0.00% | – |
| CFX | Exit | COLFAX CORP | $0 | – | -109 | -100.0% | 0.00% | – |
| CVNA | Buy | CARVANA COcl a | $1,000 | -66.7% | 28 | +27.3% | 0.00% | – |
| WK | Buy | WORKIVA INC | $5,000 | -16.7% | 78 | +56.0% | 0.00% | – |
| CRI | CARTERS INC | $3,000 | -25.0% | 39 | 0.0% | 0.00% | – | |
| DRE | Exit | DUKE REALTY CORP | $0 | – | -30 | -100.0% | 0.00% | – |
| CCL | Buy | CARNIVAL CORP | $2,000 | 0.0% | 200 | +100.0% | 0.00% | – |
| CSL | Sell | CARLISLE COS INC | $5,000 | -28.6% | 22 | -21.4% | 0.00% | – |
| XPEV | XPENG INCads | $5,000 | +25.0% | 150 | 0.0% | 0.00% | – | |
| COG | Sell | COTERRA ENERGY INC | $3,000 | -57.1% | 126 | -48.8% | 0.00% | – |
| CS DISCO INC | $4,000 | -50.0% | 241 | 0.0% | 0.00% | -100.0% | ||
| BTRS | BTRS HOLDINGS INC | $3,000 | -25.0% | 513 | 0.0% | 0.00% | – | |
| BRX | BRIXMOR PPTY GROUP INC | $2,000 | -33.3% | 111 | 0.0% | 0.00% | – | |
| BRIDGE INVT GROUP HLDGS INC | $4,000 | -20.0% | 270 | 0.0% | 0.00% | – | ||
| ZION | ZIONS BANCORPORATION N A | $3,000 | -25.0% | 56 | 0.0% | 0.00% | – | |
| BOOT | Buy | BOOT BARN HLDGS INC | $5,000 | +25.0% | 68 | +51.1% | 0.00% | – |
| ZURN WATER SOLUTIONS CORP | $4,000 | -20.0% | 153 | 0.0% | 0.00% | – | ||
| OWL | Buy | BLUE OWL CAPITAL INC | $2,000 | +100.0% | 206 | +77.6% | 0.00% | – |
| DSU | BLACKROCK DEBT STRATEGIES FD | $5,000 | 0.0% | 500 | 0.0% | 0.00% | – | |
| BIGC | BIGCOMMERCE HLDGS INC | $3,000 | -25.0% | 201 | 0.0% | 0.00% | – | |
| BBY | Sell | BEST BUY INC | $2,000 | -50.0% | 28 | -36.4% | 0.00% | – |
| Buy | BATH & BODY WORKS INC | $1,000 | -50.0% | 50 | +38.9% | 0.00% | – | |
| SAN | Sell | BANCO SANTANDER S.A.adr | $5,000 | -66.7% | 1,933 | -55.3% | 0.00% | -100.0% |
| BLL | Sell | BALL CORP | $4,000 | -98.7% | 55 | -98.3% | 0.00% | -100.0% |
| BMI | BADGER METER INC | $5,000 | -16.7% | 63 | 0.0% | 0.00% | – | |
| AXON | Buy | AXON ENTERPRISE INC | $3,000 | 0.0% | 37 | +60.9% | 0.00% | – |
| VFH | Exit | VANGUARD WORLD FDSfinancials etf | $0 | – | -12 | -100.0% | 0.00% | – |
| AVPT | AVEPOINT INC | $2,000 | -33.3% | 539 | 0.0% | 0.00% | – | |
| FERG | Sell | FERGUSON PLC NEW | $5,000 | -68.8% | 44 | -62.4% | 0.00% | -100.0% |
| PLUG | Exit | PLUG POWER INC | $0 | – | -100 | -100.0% | 0.00% | – |
| AVB | AVALONBAY CMNTYS INC | $3,000 | -25.0% | 17 | 0.0% | 0.00% | – | |
| ASND | ASCENDIS PHARMA A/Ssponsored adr | $4,000 | 0.0% | 38 | 0.0% | 0.00% | – | |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $3,000 | 0.0% | 20 | 0.0% | 0.00% | – | |
| ANIK | ANIKA THERAPEUTICS INC | $3,000 | -25.0% | 153 | 0.0% | 0.00% | – | |
| APH | AMPHENOL CORP NEWcl a | $3,000 | -25.0% | 54 | 0.0% | 0.00% | – | |
| AME | Sell | AMETEK INC | $4,000 | -91.8% | 34 | -90.7% | 0.00% | -100.0% |
| COLD | AMERICOLD REALTY TRUST INC | $4,000 | 0.0% | 139 | 0.0% | 0.00% | – | |
| NOMD | NOMAD FOODS LTD | $3,000 | -25.0% | 175 | 0.0% | 0.00% | – | |
| LNG | Exit | CHENIERE ENERGY INC | $0 | – | -27 | -100.0% | 0.00% | – |
| RNR | RENAISSANCERE HLDGS LTD | $3,000 | 0.0% | 19 | 0.0% | 0.00% | – | |
| AMSWA | AMER SOFTWARE INCcl a | $5,000 | -16.7% | 310 | 0.0% | 0.00% | – | |
| SGH | Buy | SMART GLOBAL HLDGS INC | $4,000 | -42.9% | 264 | +1.1% | 0.00% | – |
| AEO | AMERICAN EAGLE OUTFITTERS IN | $4,000 | -42.9% | 389 | 0.0% | 0.00% | – | |
| ATUS | ALTICE USA INCcl a | $5,000 | -28.6% | 523 | 0.0% | 0.00% | – | |
| AYX | Buy | ALTERYX INC | $3,000 | 0.0% | 71 | +61.4% | 0.00% | – |
| Y | Sell | ALLEGHANY CORP MD | $2,000 | -33.3% | 3 | -25.0% | 0.00% | – |
| MSP | Exit | DATTO HLDG CORP | $0 | – | -240 | -100.0% | 0.00% | – |
| ALLBIRDS INC | $2,000 | -33.3% | 544 | 0.0% | 0.00% | – | ||
| ALKT | ALKAMI TECHNOLOGY INC | $2,000 | 0.0% | 114 | 0.0% | 0.00% | – | |
| DVN | Exit | DEVON ENERGY CORP NEW | $0 | – | -104 | -100.0% | 0.00% | – |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | $0 | – | 41 | 0.0% | 0.00% | – | |
| PRTY | Exit | PARTY CITY HOLDCO INC | $0 | – | -420 | -100.0% | 0.00% | – |
| VTWO | Exit | VANGUARD SCOTTSDALE FDSvng rus2000idx | $0 | – | -32 | -100.0% | 0.00% | – |
| BFAM | Exit | BRIGHT HORIZONS FAM SOL IN D | $0 | – | -38 | -100.0% | 0.00% | – |
| ALEC | ALECTOR INC | $2,000 | 0.0% | 156 | 0.0% | 0.00% | – | |
| AYI | ACUITY BRANDS INC | $5,000 | -16.7% | 30 | 0.0% | 0.00% | – | |
| YNDX | Sell | YANDEX N V | $5,000 | 0.0% | 328 | -6.0% | 0.00% | – |
| RCL | Sell | ROYAL CARIBBEAN GROUP | $3,000 | -94.1% | 100 | -83.6% | 0.00% | -100.0% |
| DAL | Exit | DELTA AIR LINES INC DEL | $0 | – | -50 | -100.0% | 0.00% | – |
| LYB | Exit | LYONDELLBASELL INDUSTRIES N | $0 | – | -15 | -100.0% | 0.00% | – |
| ACCD | Exit | ACCOLADE INC | $0 | – | -151 | -100.0% | 0.00% | – |
| BPMC | Exit | BLUEPRINT MEDICINES CORP | $0 | – | -31 | -100.0% | 0.00% | – |
| SCI | Exit | SERVICE CORP INTL | $0 | – | -41 | -100.0% | 0.00% | – |
| HCA | Exit | HCA HEALTHCARE INC | $0 | – | -12 | -100.0% | 0.00% | – |
| MAS | Exit | MASCO CORP | $0 | – | -19 | -100.0% | 0.00% | – |
| PRU | Exit | PRUDENTIAL FINL INC | $0 | – | -32 | -100.0% | 0.00% | – |
| OSK | Exit | OSHKOSH CORP | $0 | – | -31 | -100.0% | 0.00% | – |
| SIVB | Exit | SVB FINANCIAL GROUP | $0 | – | -6 | -100.0% | 0.00% | – |
| TAK | Exit | TAKEDA PHARMACEUTICAL CO LTDsponsored ads | $0 | – | -35 | -100.0% | 0.00% | – |
| MGI | Exit | MONEYGRAM INTL INC | $0 | – | -351 | -100.0% | 0.00% | – |
| CME | Exit | CME GROUP INC | $0 | – | -6 | -100.0% | 0.00% | – |
| F | Exit | FORD MTR CO DEL | $0 | – | -100 | -100.0% | 0.00% | – |
| AAL | Exit | AMERICAN AIRLS GROUP INC | $0 | – | -50 | -100.0% | 0.00% | – |
| MAR | Exit | MARRIOTT INTL INC NEWcl a | $0 | – | -15 | -100.0% | 0.00% | – |
| RCKT | Exit | ROCKET PHARMACEUTICALS INC | $0 | – | -72 | -100.0% | 0.00% | – |
| SPIP | SPDR SER TRportfli tips etf | $3,000 | 0.0% | 107 | 0.0% | 0.00% | – | |
| HSIC | HENRY SCHEIN INC | $5,000 | -16.7% | 65 | 0.0% | 0.00% | – | |
| RYAAY | Sell | RYANAIR HOLDINGS PLCsponsored ads | $5,000 | -64.3% | 79 | -49.7% | 0.00% | -100.0% |
| RVNC | REVANCE THERAPEUTICS INC | $3,000 | -25.0% | 197 | 0.0% | 0.00% | – | |
| RPAY | REPAY HLDGS CORP | $3,000 | 0.0% | 205 | 0.0% | 0.00% | – | |
| RENT THE RUNWAY INC | $1,000 | -50.0% | 293 | 0.0% | 0.00% | – | ||
| RF | Sell | REGIONS FINANCIAL CORP NEW | $5,000 | -44.4% | 274 | -31.5% | 0.00% | -100.0% |
| REG | REGENCY CTRS CORP | $2,000 | 0.0% | 33 | 0.0% | 0.00% | – | |
| RETA | REATA PHARMACEUTICALS INCcl a | $2,000 | 0.0% | 58 | 0.0% | 0.00% | – | |
| FTNT | Exit | FORTINET INC | $0 | – | -11 | -100.0% | 0.00% | – |
| RL | RALPH LAUREN CORPcl a | $3,000 | -25.0% | 34 | 0.0% | 0.00% | – | |
| RUN | Exit | SUNRUN INC | $0 | – | -117 | -100.0% | 0.00% | – |
| XLB | SELECT SECTOR SPDR TRsbi materials | $1,000 | 0.0% | 14 | 0.0% | 0.00% | – | |
| RPM | Sell | RPM INTL INC | $4,000 | -42.9% | 49 | -46.7% | 0.00% | – |
| XLP | SELECT SECTOR SPDR TRsbi cons stpls | $2,000 | 0.0% | 32 | 0.0% | 0.00% | – | |
| QTWO | Q2 HLDGS INC | $2,000 | -33.3% | 51 | 0.0% | 0.00% | – | |
| GD | Exit | GENERAL DYNAMICS CORP | $0 | – | -64 | -100.0% | -0.00% | – |
| HPE | Exit | HEWLETT PACKARD ENTERPRISE C | $0 | – | -800 | -100.0% | -0.00% | – |
| IUSG | Exit | ISHARES TRcore s&p us gwt | $0 | – | -182 | -100.0% | -0.00% | – |
| CHPT | Exit | CHARGEPOINT HOLDINGS INC | $0 | – | -972 | -100.0% | -0.00% | – |
| Exit | LUCID GROUP INC | $0 | – | -822 | -100.0% | -0.00% | – | |
| OC | Exit | OWENS CORNING NEW | $0 | – | -156 | -100.0% | -0.00% | – |
| CCK | Exit | CROWN HLDGS INC | $0 | – | -62 | -100.0% | -0.00% | – |
| REYN | Exit | REYNOLDS CONSUMER PRODS INC | $0 | – | -539 | -100.0% | -0.00% | – |
| CRSP | Exit | CRISPR THERAPEUTICS AGnamen akt | $0 | – | -200 | -100.0% | -0.00% | – |
| ST | Exit | SENSATA TECHNOLOGIES HLDG PL | $0 | – | -157 | -100.0% | -0.00% | – |
| FAN | Exit | FIRST TR EXCHANGE-TRADED FDgbl wnd enrg etf | $0 | – | -876 | -100.0% | -0.00% | – |
| NTAP | Exit | NETAPP INC | $0 | – | -243 | -100.0% | -0.00% | – |
| CTXS | Exit | CITRIX SYS INC | $0 | – | -284 | -100.0% | -0.00% | – |
| HAIN | Exit | HAIN CELESTIAL GROUP INC | $0 | – | -802 | -100.0% | -0.00% | – |
| ULTA | Exit | ULTA BEAUTY INC | $0 | – | -107 | -100.0% | -0.00% | – |
| TOL | Exit | TOLL BROTHERS INC | $0 | – | -800 | -100.0% | -0.00% | – |
| PNR | Exit | PENTAIR PLC | $0 | – | -848 | -100.0% | -0.00% | – |
| KAI | Exit | KADANT INC | $0 | – | -246 | -100.0% | -0.00% | – |
| AIRG | Exit | AIRGAIN INC | $0 | – | -5,990 | -100.0% | -0.00% | – |
| HEIA | Exit | HEICO CORP NEWcl a | $0 | – | -365 | -100.0% | -0.00% | – |
| CB | Exit | CHUBB LIMITED | $0 | – | -236 | -100.0% | -0.00% | – |
| ARKG | Exit | ARK ETF TRgenomic rev etf | $0 | – | -1,300 | -100.0% | -0.00% | – |
| ADM | Exit | ARCHER DANIELS MIDLAND CO | $0 | – | -574 | -100.0% | -0.00% | – |
| EBAY | Exit | EBAY INC. | $0 | – | -1,279 | -100.0% | -0.01% | – |
| DAR | Exit | DARLING INGREDIENTS INC | $0 | – | -924 | -100.0% | -0.01% | – |
| DISCA | Exit | DISCOVERY INC | $0 | – | -3,625 | -100.0% | -0.01% | – |
| FNDB | Exit | SCHWAB STRATEGIC TRschwab fdt us bm | $0 | – | -1,763 | -100.0% | -0.01% | – |
| ITW | Exit | ILLINOIS TOOL WKS INC | $0 | – | -483 | -100.0% | -0.01% | – |
| EBTC | Exit | ENTERPRISE BANCORP INC MASS | $0 | – | -3,450 | -100.0% | -0.01% | – |
| CPK | Exit | CHESAPEAKE UTILS CORP | $0 | – | -1,012 | -100.0% | -0.01% | – |
| AKAM | Exit | AKAMAI TECHNOLOGIES INC | $0 | – | -1,336 | -100.0% | -0.01% | – |
| ALLY | Exit | ALLY FINL INC | $0 | – | -3,782 | -100.0% | -0.01% | – |
| SNPS | Exit | SYNOPSYS INC | $0 | – | -592 | -100.0% | -0.01% | – |
| PBCT | Exit | PEOPLES UNITED FINANCIAL INC | $0 | – | -11,347 | -100.0% | -0.02% | – |
| WASH | Exit | WASHINGTON TR BANCORP INC | $0 | – | -10,482 | -100.0% | -0.04% | – |
| BRKB | Exit | BERKSHIRE HATHAWAY INC DELcl b new | $0 | – | -108,033 | -100.0% | -2.71% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-07-25
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 8 | Q3 2023 | 6.6% |
| QUANTA SVCS INC | 8 | Q3 2023 | 4.7% |
| ALPHABET INC | 8 | Q3 2023 | 3.5% |
| VISA INC | 8 | Q3 2023 | 3.7% |
| PALO ALTO NETWORKS INC | 8 | Q3 2023 | 4.1% |
| SCHWAB STRATEGIC TR | 8 | Q3 2023 | 4.8% |
| IQVIA HLDGS INC | 8 | Q3 2023 | 3.4% |
| AMAZON COM INC | 8 | Q3 2023 | 3.1% |
| DEERE & CO | 8 | Q3 2023 | 3.6% |
| RESMED INC | 8 | Q3 2023 | 3.0% |
View Washington Trust Advisors, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-01-18 |
| 13F-HR | 2023-10-18 |
| 13F-HR | 2023-07-27 |
| 13F-HR/A | 2023-05-11 |
| 13F-HR | 2023-05-04 |
| 13F-HR | 2023-02-08 |
| 13F-HR | 2022-10-14 |
| 13F-HR | 2022-07-25 |
| 13F-HR | 2022-05-05 |
| 13F-HR | 2022-02-11 |
View Washington Trust Advisors, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.