$342 Million is the total value of Farther Finance Advisors, LLC's 2364 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 35.8% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IVV | Buy | ISHARES CORE S&P 500 ETFetf | $20,910,024 | +25.5% | 50,866 | +17.3% | 6.12% | -5.2% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DEL CL B NEWstock | $8,311,780 | +11.3% | 26,919 | +11.4% | 2.43% | -15.9% |
| IUSB | Buy | ISHARES CORE TOTAL USD BOND MARKET ETFetf | $8,195,355 | +91.6% | 177,581 | +86.5% | 2.40% | +44.7% |
| CVX | Buy | CHEVRON CORP NEW COMstock | $7,573,028 | -5.1% | 46,415 | +4.4% | 2.22% | -28.3% |
| XLG | Buy | INVESCO S&P 500 TOP 50 ETFetf | $7,297,841 | +40.9% | 23,502 | +25.2% | 2.14% | +6.4% |
| EFG | Buy | ISHARES MSCI EAFE GROWTH ETFetf | $6,023,489 | +76.1% | 64,299 | +57.5% | 1.76% | +33.0% |
| AGG | Buy | ISHARES CORE U.S. AGGREGATE BOND ETFetf | $5,807,761 | +94.3% | 58,287 | +89.1% | 1.70% | +46.7% |
| AAPL | Buy | APPLE INC COMstock | $5,594,528 | +63.1% | 33,927 | +28.5% | 1.64% | +23.2% |
| QUAL | Buy | ISHARES MSCI USA QUALITY FACTOR ETFetf | $5,381,669 | +1220.2% | 43,378 | +1112.7% | 1.57% | +896.2% |
| VCSH | Buy | VANGUARD SHORT-TERM CORPORATE BOND ETFetf | $5,066,764 | +259.5% | 66,467 | +254.6% | 1.48% | +171.4% |
| NOBL | Buy | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETFetf | $4,876,860 | +80.4% | 53,451 | +78.0% | 1.43% | +36.3% |
| MSFT | Buy | MICROSOFT CORP COMstock | $3,594,105 | +41.1% | 12,467 | +17.4% | 1.05% | +6.5% |
| IEMG | Buy | ISHARES CORE MSCI EMERGING MARKETS ETFetf | $3,381,929 | +1686.8% | 69,316 | +1610.2% | 0.99% | +1254.8% |
| MUB | Buy | ISHARES NATIONAL MUNI BOND ETFetf | $3,348,266 | +52.5% | 31,077 | +49.3% | 0.98% | +15.2% |
| MBB | Buy | ISHARES MBS ETFetf | $3,247,359 | +75.9% | 34,280 | +72.3% | 0.95% | +32.9% |
| LRGF | Buy | ISHARES U.S. EQUITY FACTOR ETFetf | $3,205,923 | +48.8% | 77,363 | +40.1% | 0.94% | +12.3% |
| AVUS | Buy | AVANTIS U.S. EQUITY ETFetf | $3,022,882 | +26.4% | 42,648 | +21.3% | 0.88% | -4.6% |
| AMZN | Buy | AMAZON COM INC COMstock | $2,763,689 | +106.8% | 26,757 | +68.1% | 0.81% | +56.2% |
| BSV | Buy | VANGUARD SHORT-TERM BOND ETFetf | $2,698,290 | +11.0% | 35,276 | +9.2% | 0.79% | -16.2% |
| IYW | Buy | ISHARES U.S. TECHNOLOGY ETFetf | $2,594,410 | +126.2% | 27,954 | +81.5% | 0.76% | +70.9% |
| VTI | Buy | VANGUARD TOTAL STOCK MARKET ETFetf | $2,468,242 | +40.1% | 12,093 | +31.3% | 0.72% | +5.9% |
| VBR | Buy | VANGUARD SMALL CAP VALUE ETFetf | $2,458,744 | +25.2% | 15,487 | +25.3% | 0.72% | -5.5% |
| GOVT | Buy | ISHARES U.S. TREASURY BOND ETFetf | $2,406,884 | +88.0% | 102,946 | +82.7% | 0.70% | +41.9% |
| SCHO | Buy | SCHWAB SHORT-TERM US TREASURY ETFetf | $2,087,822 | +65.6% | 42,792 | +63.8% | 0.61% | +25.2% |
| USMV | Buy | ISHARES MSCI USA MIN VOL FACTOR ETFetf | $1,986,712 | +57.7% | 27,313 | +56.4% | 0.58% | +19.1% |
| FTSD | Buy | FRANKLIN SHORT DURATION U.S. GOVERNMENT ETFetf | $1,972,272 | +175.6% | 21,822 | +172.8% | 0.58% | +108.3% |
| TIPX | Buy | SPDR BLOOMBERG 1-10 YEAR TIPS ETFetf | $1,942,297 | +176.2% | 102,065 | +167.8% | 0.57% | +108.8% |
| TSLA | Buy | TESLA INC COMstock | $1,932,282 | +164.8% | 9,314 | +57.3% | 0.56% | +99.6% |
| VGIT | Buy | VANGUARD INTERMEDIATE-TERM TREASURY ETFetf | $1,906,068 | +177.8% | 31,789 | +171.0% | 0.56% | +109.8% |
| VOO | Buy | VANGUARD S&P 500 ETFetf | $1,867,632 | +406.3% | 4,966 | +373.0% | 0.55% | +281.8% |
| VNQ | Buy | VANGUARD REAL ESTATE ETFetf | $1,769,766 | +171.8% | 21,312 | +170.0% | 0.52% | +105.6% |
| JPM | Buy | JPMORGAN CHASE & CO COMstock | $1,664,902 | +122.9% | 12,776 | +129.4% | 0.49% | +68.5% |
| IJH | Buy | ISHARES CORE S&P MID-CAP ETFetf | $1,620,744 | +100.3% | 6,479 | +93.7% | 0.47% | +51.4% |
| UNH | Buy | UNITEDHEALTH GROUP INC COMstock | $1,562,921 | +216.0% | 3,307 | +254.4% | 0.46% | +138.0% |
| AVUV | Buy | AVANTIS U.S. SMALL CAP VALUE ETFetf | $1,553,112 | +1.7% | 20,971 | +2.3% | 0.45% | -23.3% |
| GOOGL | Buy | ALPHABET INC CAP STK CL Astock | $1,541,117 | +69.8% | 14,857 | +44.4% | 0.45% | +28.1% |
| AVEM | Buy | AVANTIS EMERGING MARKETS EQUITY ETFetf | $1,417,611 | +39.1% | 26,803 | +32.6% | 0.42% | +5.1% |
| BSJN | New | INVESCO BULLETSHARES 2023 HIGH YIELD CORPORATE BOND ETFetf | $1,386,659 | – | 58,869 | +100.0% | 0.41% | – |
| BKIE | Buy | BNY MELLON INTERNATIONAL EQUITY ETFetf | $1,334,552 | +183.8% | 19,889 | +163.5% | 0.39% | +114.3% |
| ACN | Buy | ACCENTURE PLC IRELAND SHS CLASS Astock | $1,323,603 | +266.9% | 4,631 | +242.5% | 0.39% | +176.4% |
| MNA | Buy | IQ MERGER ARBITRAGE ETFetf | $1,301,258 | +168.5% | 41,140 | +169.4% | 0.38% | +102.7% |
| AVDV | Buy | AVANTIS INTERNATIONAL SMALL CAP VALUE ETFetf | $1,299,835 | +24.5% | 22,227 | +17.8% | 0.38% | -6.2% |
| PG | Buy | PROCTER AND GAMBLE CO COMstock | $1,279,073 | +34.7% | 8,602 | +37.3% | 0.37% | +1.6% |
| VEA | Buy | VANGUARD FTSE DEVELOPED MARKETS ETFetf | $1,278,755 | +65.5% | 28,310 | +53.8% | 0.37% | +25.1% |
| INTF | Buy | ISHARES INTERNATIONAL EQUITY FACTOR ETFetf | $1,275,414 | +83.3% | 48,147 | +70.3% | 0.37% | +38.1% |
| GOOG | Buy | ALPHABET INC CAP STK CL Cstock | $1,232,470 | +73.2% | 11,851 | +47.8% | 0.36% | +30.8% |
| VIG | Buy | VANGUARD DIVIDEND APPRECIATION ETFetf | $1,230,694 | +47.5% | 7,991 | +45.4% | 0.36% | +11.5% |
| TLH | Buy | ISHARES 10-20 YEAR TREASURY BOND ETFetf | $1,227,867 | +33.3% | 10,720 | +25.9% | 0.36% | +0.6% |
| JNJ | Buy | JOHNSON & JOHNSON COMstock | $1,190,380 | +19.0% | 7,680 | +35.6% | 0.35% | -10.3% |
| AVDE | Buy | AVANTIS INTERNATIONAL EQUITY ETFetf | $1,102,333 | +29.8% | 19,329 | +21.1% | 0.32% | -2.1% |
| TLT | Buy | ISHARES 20 YEAR TREASURY BOND ETFetf | $1,067,970 | +33.0% | 10,040 | +24.5% | 0.31% | +0.3% |
| JCPB | New | JPMORGAN CORE PLUS BOND ETFetf | $1,037,841 | – | 21,900 | +100.0% | 0.30% | – |
| VGSH | Buy | VANGUARD SHORT-TERM TREASURY ETFetf | $1,024,274 | +17.6% | 17,497 | +16.1% | 0.30% | -11.2% |
| V | Buy | VISA INC COM CL Astock | $1,010,919 | +25.8% | 4,484 | +15.9% | 0.30% | -4.8% |
| TFLO | Buy | ISHARES TREASURY FLOATING RATE BOND ETFetf | $1,008,214 | +97.1% | 19,929 | +96.4% | 0.30% | +49.0% |
| VT | Buy | VANGUARD TOTAL WORLD STOCK ETFetf | $997,979 | +9.3% | 10,837 | +2.3% | 0.29% | -17.5% |
| BND | Buy | VANGUARD TOTAL BOND MARKET ETFetf | $993,694 | +36.3% | 13,459 | +32.6% | 0.29% | +3.2% |
| SPLG | Buy | SPDR PORTFOLIO S&P 500 ETFetf | $927,562 | +40.0% | 19,264 | +30.7% | 0.27% | +5.4% |
| VTEB | Buy | VANGUARD TAX-EXEMPT BOND ETFetf | $924,393 | +389.3% | 18,247 | +378.0% | 0.27% | +269.9% |
| VYM | Buy | VANGUARD HIGH DIVIDEND YIELD INDEX ETFetf | $918,161 | +0.7% | 8,703 | +3.3% | 0.27% | -23.8% |
| ESGE | Buy | ISHARES ESG AWARE MSCI EM ETFetf | $921,071 | +27.0% | 29,259 | +21.3% | 0.27% | -4.3% |
| NEE | Buy | NEXTERA ENERGY INC COMstock | $903,927 | +360.9% | 11,727 | +399.9% | 0.26% | +247.4% |
| SH | New | PROSHARES SHORT S&P500etf | $893,490 | – | 59,566 | +100.0% | 0.26% | – |
| VTV | Buy | VANGUARD VALUE ETFetf | $870,901 | +4.1% | 6,306 | +5.8% | 0.26% | -21.3% |
| VWO | Buy | VANGUARD FTSE EMERGING MARKETS ETFetf | $867,183 | +317.4% | 21,465 | +302.7% | 0.25% | +217.5% |
| FB | Buy | META PLATFORMS INC CL Astock | $843,358 | +127.5% | 3,979 | +29.2% | 0.25% | +71.5% |
| VZ | Buy | VERIZON COMMUNICATIONS INC COMstock | $820,784 | +172.3% | 21,105 | +175.8% | 0.24% | +105.1% |
| NVDA | Buy | NVIDIA CORPORATION COMstock | $776,195 | +106.0% | 2,794 | +8.4% | 0.23% | +55.5% |
| Buy | ABSCI CORPORATION COMstock | $759,357 | -3.7% | 433,918 | +15.6% | 0.22% | -27.2% | |
| SCHX | Buy | SCHWAB U.S. LARGE-CAP ETFetf | $737,446 | +25.4% | 15,246 | +17.1% | 0.22% | -5.3% |
| Buy | DIMENSIONAL US SMALL CAP VALUE ETFetf | $739,879 | +52.2% | 29,678 | +51.2% | 0.22% | +14.9% | |
| CRM | Buy | SALESFORCE INC COMstock | $715,412 | +324.9% | 3,581 | +182.0% | 0.21% | +221.5% |
| SPY | Buy | SPDR S&P 500 ETF TRUSTetf | $706,277 | +59.8% | 1,725 | +49.2% | 0.21% | +21.1% |
| CSCO | Buy | CISCO SYS INC COMstock | $703,363 | +14.6% | 13,455 | +4.4% | 0.21% | -13.4% |
| COST | Buy | COSTCO WHSL CORP NEW COMstock | $702,155 | +29.7% | 1,413 | +19.1% | 0.20% | -2.4% |
| ROP | Buy | ROPER TECHNOLOGIES INC COMstock | $696,731 | +1615.4% | 1,581 | +1581.9% | 0.20% | +1175.0% |
| SPDW | New | SPDR PORTFOLIO DEVELOPED WORLD EX-US ETFetf | $695,398 | – | 21,650 | +100.0% | 0.20% | – |
| BBUS | New | JP MORGAN BETABUILDERS U.S. EQUITY ETFetf | $666,623 | – | 9,066 | +100.0% | 0.20% | – |
| DFAC | Buy | DIMENSIONAL U.S. CORE EQUITY 2 ETFetf | $659,040 | +25.6% | 25,865 | +19.7% | 0.19% | -4.9% |
| EMB | Buy | ISHARES JP MORGAN USD EMERGING MARKETS BOND ETFetf | $643,413 | +177.0% | 7,457 | +171.6% | 0.19% | +108.9% |
| BBIN | New | JPMORGAN BETABUILDERS INTERNATIONAL EQUITY ETFetf | $637,595 | – | 11,838 | +100.0% | 0.19% | – |
| ABBV | Buy | ABBVIE INC COMstock | $635,568 | +43.1% | 3,988 | +45.1% | 0.19% | +8.1% |
| ITOT | Buy | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETFetf | $630,794 | +79.0% | 6,966 | +67.7% | 0.18% | +35.0% |
| C | Buy | CITIGROUP INC COM NEWstock | $633,785 | +26.4% | 13,516 | +21.9% | 0.18% | -4.6% |
| AVIG | New | AVANTIS CORE FIXED INCOME ETFetf | $631,057 | – | 14,979 | +100.0% | 0.18% | – |
| PFE | Buy | PFIZER INC COMstock | $627,422 | +53.9% | 15,378 | +93.3% | 0.18% | +16.5% |
| IFRA | Buy | ISHARES U.S. INFRASTRUCTURE ETFetf | $620,995 | +13.2% | 16,640 | +10.0% | 0.18% | -14.6% |
| PFF | Buy | ISHARES PREFERRED & INCOME SECURITIES ETFetf | $621,953 | +88.4% | 19,922 | +84.3% | 0.18% | +42.2% |
| XOM | Buy | EXXON MOBIL CORP COMstock | $623,801 | +4.2% | 5,689 | +4.8% | 0.18% | -21.6% |
| HON | Buy | HONEYWELL INTL INC COMstock | $616,367 | -5.7% | 3,225 | +5.8% | 0.18% | -28.9% |
| GLD | Buy | SPDR GOLD SHARESetf | $608,107 | +127.2% | 3,319 | +110.3% | 0.18% | +71.2% |
| T | Buy | AT&T INC COMstock | $598,008 | +30.3% | 31,065 | +24.6% | 0.18% | -1.7% |
| ISCF | Buy | ISHARES INTERNATIONAL SMALLCAP EQUITY FACTOR ETFetf | $591,902 | +69.4% | 19,043 | +63.5% | 0.17% | +28.1% |
| DIS | Buy | DISNEY WALT CO COMstock | $562,656 | +43.0% | 5,619 | +24.1% | 0.16% | +8.6% |
| PEP | Buy | PEPSICO INC COMstock | $562,887 | +58.2% | 3,088 | +56.8% | 0.16% | +19.6% |
| WDIV | Buy | SPDR S&P GLOBAL DIVIDEND ETFetf | $558,393 | +165.0% | 9,470 | +163.8% | 0.16% | +98.8% |
| PCG | Buy | PG&E CORP COMstock | $538,817 | +38.1% | 33,322 | +38.9% | 0.16% | +4.6% |
| GILD | Buy | GILEAD SCIENCES INC COMstock | $525,200 | +363.5% | 6,330 | +379.5% | 0.15% | +250.0% |
| VUG | Buy | VANGUARD GROWTH ETFetf | $527,133 | +45.1% | 2,113 | +23.9% | 0.15% | +9.2% |
| Buy | AVANTIS U.S SMALL CAP EQUITY ETFetf | $527,886 | +79.2% | 11,969 | +76.1% | 0.15% | +35.1% | |
| FLOT | Buy | ISHARES FLOATING RATE BOND ETFetf | $521,883 | +106.7% | 10,357 | +106.5% | 0.15% | +56.1% |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC COMstock | $520,043 | +249.4% | 902 | +234.1% | 0.15% | +162.1% |
| MRK | Buy | MERCK & CO INC COMstock | $512,770 | +54.4% | 4,820 | +61.0% | 0.15% | +16.3% |
| New | DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETFetf | $514,355 | – | 21,374 | +100.0% | 0.15% | – | |
| XLE | Buy | ENERGY SELECT SECTOR SPDR FUNDetf | $509,730 | +10.3% | 6,154 | +16.5% | 0.15% | -16.8% |
| BLK | Buy | BLACKROCK INC COMstock | $501,171 | +4.9% | 749 | +11.1% | 0.15% | -20.5% |
| ORCL | Buy | ORACLE CORP COMstock | $488,295 | +143.7% | 5,255 | +114.4% | 0.14% | +83.3% |
| MDIV | Buy | MULTI-ASSET DIVERSIFIED INCOME INDEX FUNDetf | $480,733 | +27.0% | 32,793 | +29.7% | 0.14% | -4.1% |
| SCHM | Buy | SCHWAB U.S. MID-CAP ETFetf | $471,709 | +710.6% | 6,952 | +683.8% | 0.14% | +500.0% |
| HD | Buy | HOME DEPOT INC COMstock | $471,236 | +10.9% | 1,597 | +18.7% | 0.14% | -16.4% |
| Buy | DIMENSIONAL US HIGH PROFITABILITY ETFetf | $468,573 | +194.4% | 18,639 | +181.1% | 0.14% | +121.0% | |
| BAC | Buy | BANK AMERICA CORP COMstock | $467,336 | +35.6% | 16,340 | +57.1% | 0.14% | +3.0% |
| DGRO | Buy | ISHARES CORE DIVIDEND GROWTH ETFetf | $460,386 | +12.6% | 9,210 | +12.6% | 0.14% | -14.6% |
| DHR | Buy | DANAHER CORPORATION COMstock | $453,677 | +4.1% | 1,800 | +9.6% | 0.13% | -21.3% |
| AVGO | Buy | BROADCOM INC COMstock | $445,153 | +18.5% | 694 | +3.3% | 0.13% | -11.0% |
| HDV | Buy | ISHARES CORE HIGH DIVIDEND ETFetf | $441,674 | +47.2% | 4,345 | +50.9% | 0.13% | +11.2% |
| ABT | Buy | ABBOTT LABS COMstock | $440,197 | -7.2% | 4,347 | +0.6% | 0.13% | -29.9% |
| SPHD | Buy | INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETFetf | $437,211 | +1640.8% | 10,358 | +1707.7% | 0.13% | +1180.0% |
| Buy | DIMENSIONAL SHORT-DURATION FIXED INCOME ETFetf | $438,122 | +1484.3% | 9,390 | +1465.0% | 0.13% | +1063.6% | |
| GLW | Buy | CORNING INC COMstock | $435,779 | +24.0% | 12,352 | +12.2% | 0.13% | -6.6% |
| F | Buy | FORD MTR CO DEL COMstock | $431,632 | +26.0% | 34,256 | +16.3% | 0.13% | -5.3% |
| NOC | Buy | NORTHROP GRUMMAN CORP COMstock | $432,170 | +21.5% | 936 | +43.6% | 0.13% | -8.7% |
| JEPI | New | JPMORGAN EQUITY PREMIUM INCOME ETFetf | $422,549 | – | 7,739 | +100.0% | 0.12% | – |
| TXN | Buy | TEXAS INSTRS INC COMstock | $419,639 | +53.9% | 2,256 | +36.7% | 0.12% | +16.0% |
| VRP | Buy | INVESCO VARIABLE RATE PREFERRED ETFetf | $419,826 | +52.4% | 18,954 | +54.1% | 0.12% | +15.0% |
| BA | Buy | BOEING CO COMstock | $397,881 | +17.4% | 1,873 | +5.3% | 0.12% | -11.5% |
| XLU | Buy | UTILITIES SELECT SECTOR SPDR FUNDetf | $394,756 | +29.2% | 5,832 | +34.6% | 0.12% | -2.5% |
| SPTL | Buy | SPDR PORTFOLIO LONG TERM TREASURY ETFetf | $389,109 | +52.9% | 12,601 | +43.7% | 0.11% | +15.2% |
| New | JPMORGAN ACTIVE VALUE ETFetf | $379,253 | – | 7,367 | +100.0% | 0.11% | – | |
| VYMI | New | VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETFetf | $375,045 | – | 6,054 | +100.0% | 0.11% | – |
| PSX | Buy | PHILLIPS 66 COMstock | $376,461 | +95.8% | 3,713 | +100.9% | 0.11% | +46.7% |
| VTIP | Buy | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETFetf | $369,193 | +43.0% | 7,720 | +39.7% | 0.11% | +8.0% |
| MCD | Buy | MCDONALDS CORP COMstock | $365,076 | +53.6% | 1,306 | +44.8% | 0.11% | +16.3% |
| NKE | Buy | NIKE INC CL Bstock | $354,842 | +7.0% | 2,893 | +2.1% | 0.10% | -18.8% |
| New | DIMENSIONAL US LARGE CAP VALUE ETFetf | $351,951 | – | 14,325 | +100.0% | 0.10% | – | |
| VO | Buy | VANGUARD MID-CAP ETFetf | $349,705 | +44.7% | 1,658 | +39.8% | 0.10% | +8.5% |
| BNDX | Buy | VANGUARD TOTAL INTERNATIONAL BOND ETFetf | $347,294 | +11.6% | 7,099 | +8.2% | 0.10% | -15.7% |
| FPE | Buy | FIRST TRUST PREFERRED SECURITIES & INCOME ETFetf | $348,534 | +55.0% | 21,838 | +63.1% | 0.10% | +17.2% |
| TGT | Buy | TARGET CORP COMstock | $340,350 | +14.4% | 2,055 | +3.0% | 0.10% | -13.0% |
| JRO | Buy | NUVEEN FLOATING RATE INCOME OP COM SHScef | $336,070 | +52.8% | 41,904 | +48.8% | 0.10% | +15.3% |
| FIXD | Buy | FIRST TRUST TCW OPPORTUNISTIC FIXED INCOME ETFetf | $333,985 | +5.0% | 7,412 | +2.4% | 0.10% | -20.3% |
| SCHF | Buy | SCHWAB INTERNATIONAL EQUITY ETFetf | $333,149 | +10.4% | 9,573 | +2.2% | 0.10% | -17.1% |
| IGBH | Buy | ISHARES INTEREST RATE HEDGED LONG-TERM CORPORATE BOND ETFetf | $330,251 | +43.6% | 14,131 | +42.7% | 0.10% | +9.0% |
| IUSG | Buy | ISHARES CORE S&P U.S. GROWTH ETFetf | $329,869 | +72.2% | 3,716 | +58.1% | 0.10% | +31.1% |
| QQQ | Buy | INVESCO QQQ TRUST SERIES Ietf | $324,346 | +75.1% | 1,011 | +45.3% | 0.10% | +31.9% |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO COMstock | $320,004 | +153.0% | 4,617 | +162.6% | 0.09% | +91.8% |
| BX | Buy | BLACKSTONE INC COMstock | $318,508 | +2233.2% | 3,626 | +1870.7% | 0.09% | +1760.0% |
| CB | Buy | CHUBB LIMITED COMstock | $318,844 | -9.0% | 1,642 | +3.4% | 0.09% | -31.6% |
| OCFC | New | OCEANFIRST FINL CORP COMstock | $314,382 | – | 17,012 | +100.0% | 0.09% | – |
| PSQ | Buy | PROSHARES SHORT QQQetf | $311,855 | +49322.3% | 25,604 | +59444.2% | 0.09% | – |
| MA | Buy | MASTERCARD INCORPORATED CL Astock | $308,607 | +7.2% | 849 | +2.5% | 0.09% | -19.6% |
| SCHE | Buy | SCHWAB EMERGING MARKETS EQUITY ETFetf | $303,803 | +5.3% | 12,390 | +1.6% | 0.09% | -20.5% |
| FALN | Buy | ISHARES FALLEN ANGELS USD BOND ETFetf | $305,011 | +29.4% | 12,070 | +26.0% | 0.09% | -2.2% |
| AMAT | Buy | APPLIED MATLS INC COMstock | $301,179 | +36.2% | 2,452 | +8.0% | 0.09% | +2.3% |
| FNDF | Buy | SCHWAB FUNDAMENTAL INTERNATIONAL LARGE CO. INDEX ETFetf | $301,005 | +12.9% | 9,626 | +4.9% | 0.09% | -14.6% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS COMstock | $302,485 | +7.0% | 2,307 | +14.9% | 0.09% | -20.0% |
| EMGF | Buy | ISHARES EMERGING MARKETS EQUITY FACTOR ETFetf | $297,989 | +52.5% | 7,177 | +50.8% | 0.09% | +14.5% |
| ADBE | Buy | ADOBE SYSTEMS INCORPORATED COMstock | $294,808 | +21.5% | 765 | +6.1% | 0.09% | -8.5% |
| INTC | Buy | INTEL CORP COMstock | $294,267 | +69.1% | 9,007 | +36.8% | 0.09% | +28.4% |
| BSCO | New | INVESCO BULLETSHARES 2024 CORPORATE BOND ETFetf | $288,013 | – | 13,988 | +100.0% | 0.08% | – |
| New | JPMORGAN ACTIVE GROWTH ETFetf | $282,613 | – | 5,750 | +100.0% | 0.08% | – | |
| AMGN | Buy | AMGEN INC COMstock | $272,662 | +11.8% | 1,128 | +21.6% | 0.08% | -14.9% |
| JEMA | New | JPMORGAN ACTIVEBUILDERS EMERGING MARKETS EQUITY ETFetf | $272,346 | – | 7,513 | +100.0% | 0.08% | – |
| GIS | Buy | GENERAL MLS INC COMstock | $273,828 | +6.5% | 3,204 | +4.5% | 0.08% | -20.0% |
| BFA | Buy | BROWN FORMAN CORP CL Astock | $273,731 | +1.3% | 4,199 | +2.2% | 0.08% | -23.8% |
| BSJO | New | INVESCO BULLETSHARES 2024 HIGH YIELD CORPORATE BOND ETFetf | $273,042 | – | 12,160 | +100.0% | 0.08% | – |
| IYH | Buy | ISHARES U.S. HEALTHCARE ETFetf | $267,876 | +63.1% | 981 | +69.4% | 0.08% | +21.9% |
| SHOP | Buy | SHOPIFY INC CL Astock | $267,985 | +348.9% | 5,590 | +225.0% | 0.08% | +239.1% |
| QCOM | Buy | QUALCOMM INC COMstock | $262,646 | +54.2% | 2,059 | +32.9% | 0.08% | +16.7% |
| SCHG | Buy | SCHWAB U.S. LARGE-CAP GROWTH ETFetf | $260,615 | +41.1% | 3,999 | +20.3% | 0.08% | +5.6% |
| Buy | DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETFetf | $253,142 | +14.0% | 10,634 | +6.3% | 0.07% | -14.0% | |
| MS | Buy | MORGAN STANLEY COM NEWstock | $244,537 | +142.9% | 2,785 | +135.2% | 0.07% | +84.6% |
| CFBI | Buy | AFFINITY BANCSHARES INC COMstock | $242,022 | +136.1% | 16,901 | +148.9% | 0.07% | +77.5% |
| MDT | Buy | MEDTRONIC PLC SHSstock | $240,308 | +33.4% | 2,981 | +28.7% | 0.07% | 0.0% |
| KO | Buy | COCA COLA CO COMstock | $238,195 | +10.2% | 3,840 | +13.0% | 0.07% | -16.7% |
| Buy | WARNER BROS DISCOVERY INC COM SER Astock | $237,508 | +310.0% | 15,729 | +157.4% | 0.07% | +213.6% | |
| RTX | Buy | RTX CORPORATION COMstock | $235,685 | +30.4% | 2,407 | +34.5% | 0.07% | -1.4% |
| KMI | Buy | KINDER MORGAN INC DEL COMstock | $225,935 | +222.8% | 12,903 | +233.3% | 0.07% | +144.4% |
| KKR | Buy | KKR & CO INC COMstock | $224,103 | +4061.6% | 4,267 | +3578.4% | 0.07% | +3200.0% |
| DE | Buy | DEERE & CO COMstock | $223,027 | +3.6% | 540 | +7.6% | 0.06% | -21.7% |
| CMCSA | Buy | COMCAST CORP NEW CL Astock | $221,494 | +25.9% | 5,843 | +16.1% | 0.06% | -4.4% |
| DVN | Buy | DEVON ENERGY CORP NEW COMstock | $218,456 | +219.9% | 4,316 | +288.8% | 0.06% | +146.2% |
| IUSV | Buy | ISHARES CORE S&P US VALUE ETFetf | $218,463 | +51.0% | 2,961 | +44.6% | 0.06% | +14.3% |
| LMT | Buy | LOCKHEED MARTIN CORP COMstock | $212,729 | +18.2% | 450 | +21.6% | 0.06% | -11.4% |
| AMD | Buy | ADVANCED MICRO DEVICES INC COMstock | $211,426 | +80.6% | 2,157 | +19.4% | 0.06% | +37.8% |
| SCHB | Buy | SCHWAB U.S. BROAD MARKET ETFetf | $209,439 | +48.9% | 4,377 | +39.4% | 0.06% | +13.0% |
| TFSL | Buy | TFS FINL CORP COMstock | $208,597 | +2073.6% | 16,516 | +2379.9% | 0.06% | +1425.0% |
| New | AVANTIS U.S. LARGE CAP VALUE ETFetf | $206,573 | – | 4,042 | +100.0% | 0.06% | – | |
| IBB | Buy | ISHARES BIOTECHNOLOGY ETFetf | $202,523 | +475.6% | 1,568 | +485.1% | 0.06% | +321.4% |
| SPGI | Buy | S&P GLOBAL INC COMstock | $201,147 | +18.4% | 583 | +15.0% | 0.06% | -10.6% |
| ADP | Buy | AUTOMATIC DATA PROCESSING INC COMstock | $203,068 | -3.2% | 912 | +3.9% | 0.06% | -27.2% |
| ITW | Buy | ILLINOIS TOOL WKS INC COMstock | $199,646 | +28.0% | 820 | +15.8% | 0.06% | -3.3% |
| DFAT | Buy | DIMENSIONAL U.S. TARGETED VALUE ETFetf | $196,557 | +50.3% | 4,417 | +48.5% | 0.06% | +13.7% |
| EFA | Buy | ISHARES MSCI EAFE ETFetf | $194,526 | +1247.8% | 2,720 | +1136.4% | 0.06% | +850.0% |
| IWM | Buy | ISHARES RUSSELL 2000 ETFetf | $191,866 | +41.5% | 1,075 | +38.2% | 0.06% | +5.7% |
| TT | Buy | TRANE TECHNOLOGIES PLC SHSstock | $192,259 | +637.9% | 1,045 | +574.2% | 0.06% | +460.0% |
| WEC | Buy | WEC ENERGY GROUP INC COMstock | $192,613 | +81.8% | 2,032 | +79.8% | 0.06% | +36.6% |
| MMM | Buy | 3M CO COMstock | $188,070 | -5.0% | 1,789 | +8.4% | 0.06% | -28.6% |
| VLY | Buy | VALLEY NATL BANCORP COMstock | $188,274 | +38639.5% | 20,376 | +47286.0% | 0.06% | – |
| COP | Buy | CONOCOPHILLIPS COMstock | $184,860 | +1.5% | 1,863 | +20.7% | 0.05% | -23.9% |
| DFAS | Buy | DIMENSIONAL U.S. SMALL CAP ETFetf | $184,239 | +2436.7% | 3,496 | +2362.0% | 0.05% | +1700.0% |
| PRU | Buy | PRUDENTIAL FINL INC COMstock | $181,476 | -11.2% | 2,193 | +6.7% | 0.05% | -32.9% |
| SPR | Buy | SPIRIT AEROSYSTEMS HLDGS INC COM CL Astock | $182,664 | +2679.9% | 5,290 | +2282.9% | 0.05% | +1666.7% |
| VB | Buy | VANGUARD SMALL-CAP ETFetf | $177,834 | +81.4% | 938 | +75.7% | 0.05% | +36.8% |
| FCX | Buy | FREEPORT-MCMORAN INC CL Bstock | $174,154 | +258.6% | 4,257 | +233.1% | 0.05% | +168.4% |
| GD | Buy | GENERAL DYNAMICS CORP COMstock | $175,181 | -0.9% | 768 | +7.7% | 0.05% | -25.0% |
| ANTM | Buy | ELEVANCE HEALTH INC COMstock | $170,603 | -2.8% | 371 | +8.5% | 0.05% | -26.5% |
| NSC | Buy | NORFOLK SOUTHN CORP COMstock | $168,540 | +410.4% | 795 | +493.3% | 0.05% | +276.9% |
| LOW | Buy | LOWES COS INC COMstock | $166,775 | +6.8% | 834 | +6.4% | 0.05% | -19.7% |
| VBK | Buy | VANGUARD SMALL-CAP GROWTH ETFetf | $165,986 | +430.6% | 767 | +391.7% | 0.05% | +308.3% |
| ETN | Buy | EATON CORP PLC SHSstock | $162,602 | +43.3% | 949 | +31.3% | 0.05% | +9.1% |
| SKY | New | SKYLINE CHAMPION CORPORATION COMstock | $159,864 | – | 2,125 | +100.0% | 0.05% | – |
| PLD | Buy | PROLOGIS INC. COMreit | $159,762 | +91.5% | 1,280 | +73.0% | 0.05% | +46.9% |
| SYBT | Buy | STOCK YDS BANCORP INC COMstock | $161,407 | -14.8% | 2,927 | +0.4% | 0.05% | -35.6% |
| IAU | Buy | ISHARES GOLD TRUSTetf | $161,551 | +11.8% | 4,323 | +3.5% | 0.05% | -16.1% |
| PCAR | Buy | PACCAR INC COMstock | $158,698 | +15.4% | 2,168 | +56.1% | 0.05% | -13.2% |
| AFL | Buy | AFLAC INC COMstock | $154,071 | -8.7% | 2,388 | +1.7% | 0.04% | -30.8% |
| MO | Buy | ALTRIA GROUP INC COMstock | $155,456 | +91.2% | 3,484 | +95.8% | 0.04% | +40.6% |
| Buy | WISDOMTREE FLOATING RATE TREASURY FUNDetf | $153,525 | +113.3% | 3,054 | +113.3% | 0.04% | +60.7% | |
| WSBF | New | WATERSTONE FINL INC MD COMstock | $151,300 | – | 10,000 | +100.0% | 0.04% | – |
| ZION | Buy | ZIONS BANCORPORATION N A COMstock | $146,028 | +1370.6% | 4,879 | +2315.3% | 0.04% | +975.0% |
| PFMT | New | PERFORMANT FINL CORP COMstock | $146,618 | – | 43,123 | +100.0% | 0.04% | – |
| TJX | Buy | TJX COS INC NEW COMstock | $146,455 | +11.1% | 1,869 | +12.9% | 0.04% | -15.7% |
| SCHA | Buy | SCHWAB U.S. SMALL-CAP ETFetf | $142,856 | +3.8% | 3,407 | +0.3% | 0.04% | -20.8% |
| BIV | Buy | VANGUARD INTERMEDIATE-TERM BOND ETFetf | $143,753 | +79.4% | 1,873 | +73.7% | 0.04% | +35.5% |
| WM | Buy | WASTE MGMT INC DEL COMstock | $145,099 | +203.3% | 889 | +191.5% | 0.04% | +121.1% |
| PAYX | Buy | PAYCHEX INC COMstock | $141,633 | +34.8% | 1,236 | +36.0% | 0.04% | 0.0% |
| DGS | New | WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUNDetf | $141,491 | – | 3,090 | +100.0% | 0.04% | – |
| OKE | Buy | ONEOK INC NEW COMstock | $139,534 | +166.8% | 2,196 | +175.9% | 0.04% | +105.0% |
| MCK | Buy | MCKESSON CORP COMstock | $141,708 | +5.2% | 398 | +10.9% | 0.04% | -21.2% |
| SCHW | Buy | SCHWAB CHARLES CORP COMstock | $141,693 | +128.1% | 2,705 | +262.6% | 0.04% | +70.8% |
| EXTR | New | EXTREME NETWORKS COMstock | $136,154 | – | 7,121 | +100.0% | 0.04% | – |
| New | JPMORGAN INCOME ETFetf | $138,240 | – | 3,020 | +100.0% | 0.04% | – | |
| HNDL | New | STRATEGY SHARES NASDAQ 7HANDL INDEX ETFetf | $136,957 | – | 6,770 | +100.0% | 0.04% | – |
| WFC | Buy | WELLS FARGO CO NEW COMstock | $135,389 | +25.7% | 3,622 | +38.9% | 0.04% | -4.8% |
| LQD | Buy | ISHARES IBOXX INVESTMENT GRADE CORPORATE BOND ETFetf | $134,262 | +20.4% | 1,225 | +15.8% | 0.04% | -9.3% |
| SUSC | Buy | ISHARES ESG AWARE USD CORPORATE BOND ETFetf | $132,454 | +45.8% | 5,755 | +41.3% | 0.04% | +11.4% |
| PM | Buy | PHILIP MORRIS INTL INC COMstock | $131,789 | +91.2% | 1,355 | +99.0% | 0.04% | +44.4% |
| Buy | MATTHEWS EMERGING MARKETS EQUITY ACTIVE ETFetf | $132,569 | +902.7% | 4,905 | +881.0% | 0.04% | +680.0% | |
| XEL | Buy | XCEL ENERGY INC COMstock | $133,338 | -3.8% | 1,977 | +0.1% | 0.04% | -27.8% |
| VXF | Buy | VANGUARD EXTENDED MARKET ETFetf | $132,769 | +31.7% | 947 | +24.8% | 0.04% | 0.0% |
| FORM | Buy | FORMFACTOR INC COMstock | $132,846 | +85057.7% | 4,171 | +59485.7% | 0.04% | – |
| PYPL | Buy | PAYPAL HLDGS INC COMstock | $129,022 | +21.7% | 1,699 | +14.1% | 0.04% | -7.3% |
| DFAU | New | DIMENSIONAL US CORE EQUITY MARKET ETFetf | $129,465 | – | 4,500 | +100.0% | 0.04% | – |
| AZN | Buy | ASTRAZENECA PLC SPONSORED ADRadr | $127,020 | +22.6% | 1,830 | +19.8% | 0.04% | -7.5% |
| DUK | Buy | DUKE ENERGY CORP NEW COM NEWstock | $127,852 | +0.1% | 1,325 | +6.9% | 0.04% | -24.5% |
| CAT | Buy | CATERPILLAR INC COMstock | $127,693 | +17.9% | 558 | +23.5% | 0.04% | -11.9% |
| MGM | Buy | MGM RESORTS INTERNATIONAL COMstock | $127,752 | +4181.2% | 2,876 | +3131.5% | 0.04% | +3600.0% |
| SDY | Buy | SPDR S&P DIVIDEND ETFetf | $126,016 | +33.7% | 1,019 | +35.3% | 0.04% | 0.0% |
| SO | Buy | SOUTHERN CO COMstock | $123,017 | +44.2% | 1,768 | +47.9% | 0.04% | +9.1% |
| WYNN | Buy | WYNN RESORTS LTD COMstock | $124,668 | +2599.6% | 1,114 | +1889.3% | 0.04% | +1700.0% |
| BUSE | Buy | FIRST BUSEY CORP COM NEWstock | $122,549 | +18958.9% | 6,025 | +23073.1% | 0.04% | – |
| BILS | New | SPDR BLOOMBERG 3-12 MONTH T-BILL ETFetf | $124,712 | – | 1,252 | +100.0% | 0.04% | – |
| XLV | Buy | HEALTH CARE SELECT SECTOR SPDR FUNDetf | $121,699 | +33.7% | 940 | +40.3% | 0.04% | +2.9% |
| ABNB | Buy | AIRBNB INC COM CL Astock | $119,548 | +70.5% | 961 | +17.2% | 0.04% | +29.6% |
| TWLO | Buy | TWILIO INC CL Astock | $119,534 | +17350.2% | 1,794 | +12714.3% | 0.04% | – |
| New | AVANTIS REAL ESTATE ETFetf | $120,255 | – | 2,901 | +100.0% | 0.04% | – | |
| COF | Buy | CAPITAL ONE FINL CORP COMstock | $120,104 | +14.6% | 1,249 | +10.8% | 0.04% | -14.6% |
| UBER | Buy | UBER TECHNOLOGIES INC COMstock | $114,956 | +57.6% | 3,626 | +22.9% | 0.03% | +21.4% |
| FXO | Buy | FIRST TRUST FINANCIALS ALPHADEX FUNDetf | $115,723 | -6.2% | 3,100 | +2.9% | 0.03% | -29.2% |
| CLDX | New | CELLDEX THERAPEUTICS INC NEW COM NEWstock | $116,143 | – | 3,228 | +100.0% | 0.03% | – |
| Buy | GENERAL ELECTRIC CO COM NEWstock | $114,624 | +32.0% | 1,199 | +15.7% | 0.03% | 0.0% | |
| O | Buy | REALTY INCOME CORP COMreit | $117,839 | +10.5% | 1,861 | +10.6% | 0.03% | -17.1% |
| CDNS | Buy | CADENCE DESIGN SYSTEM INC COMstock | $115,550 | +41.0% | 550 | +7.8% | 0.03% | +6.2% |
| BDX | Buy | BECTON DICKINSON & CO COMstock | $113,903 | +1.3% | 460 | +4.1% | 0.03% | -25.0% |
| Buy | DIMENSIONAL CORE FIXED INCOME ETFetf | $113,900 | +174.3% | 2,680 | +168.0% | 0.03% | +106.2% | |
| AXP | Buy | AMERICAN EXPRESS CO COMstock | $112,156 | +38.6% | 680 | +24.1% | 0.03% | +6.5% |
| IWS | Buy | ISHARES RUSSELL MID-CAP VALUE ETFetf | $113,953 | +19.5% | 1,073 | +18.6% | 0.03% | -10.8% |
| HZNP | Buy | HORIZON THERAPEUTICS PUB L SHSstock | $112,305 | -3.6% | 1,029 | +0.5% | 0.03% | -26.7% |
| CNHI | New | CNH INDL N V SHSstock | $107,837 | – | 7,062 | +100.0% | 0.03% | – |
| BSCN | New | INVESCO BULLETSHARES 2023 CORPORATE BOND ETFetf | $110,649 | – | 5,249 | +100.0% | 0.03% | – |
| ARCC | Buy | ARES CAPITAL CORP COMcef | $110,217 | +493.8% | 6,031 | +500.1% | 0.03% | +357.1% |
| OIH | Buy | VANECK OIL SERVICES ETFetf | $108,358 | +1220.0% | 391 | +1348.1% | 0.03% | +966.7% |
| MHK | Buy | MOHAWK INDS INC COMstock | $109,540 | +1052.3% | 1,093 | +1075.3% | 0.03% | +700.0% |
| CME | Buy | CME GROUP INC COMstock | $105,144 | +153.1% | 549 | +122.3% | 0.03% | +93.8% |
| SCZ | New | ISHARES MSCI EAFE SMALL-CAP ETFetf | $105,750 | – | 1,777 | +100.0% | 0.03% | – |
| PNC | Buy | PNC FINL SVCS GROUP INC COMstock | $107,272 | +2.1% | 844 | +26.9% | 0.03% | -24.4% |
| EOG | Buy | EOG RES INC COMstock | $106,147 | -11.3% | 926 | +0.2% | 0.03% | -32.6% |
| EAGG | Buy | ISHARES ESG AWARE US AGGREGATE BOND ETFetf | $105,492 | +1489.5% | 2,195 | +1445.8% | 0.03% | +933.3% |
| ITA | Buy | ISHARES U.S. AEROSPACE & DEFENSE ETFetf | $105,528 | +765.5% | 917 | +741.3% | 0.03% | +520.0% |
| FNDX | Buy | SCHWAB FUNDAMENTAL US LARGE CO. INDEX ETFetf | $102,371 | +25.8% | 1,864 | +22.4% | 0.03% | -6.2% |
| NVS | Buy | NOVARTIS AG SPONSORED ADRadr | $102,488 | +244.4% | 1,114 | +239.6% | 0.03% | +150.0% |
| FLS | New | FLOWSERVE CORP COMstock | $103,360 | – | 3,040 | +100.0% | 0.03% | – |
| VOOG | New | VANGUARD S&P 500 GROWTH ETFetf | $101,642 | – | 441 | +100.0% | 0.03% | – |
| MPC | Buy | MARATHON PETE CORP COMstock | $101,843 | +51.6% | 755 | +30.8% | 0.03% | +15.4% |
| USB | Buy | US BANCORP DEL COM NEWstock | $98,272 | +25.1% | 2,726 | +51.3% | 0.03% | -3.3% |
| CI | Buy | THE CIGNA GROUP COMstock | $100,168 | +12.4% | 392 | +45.7% | 0.03% | -17.1% |
| CAH | Buy | CARDINAL HEALTH INC COMstock | $99,085 | +1.2% | 1,312 | +3.1% | 0.03% | -23.7% |
| SPMD | New | SPDR PORTFOLIO S&P 400 MID CAP ETFetf | $96,141 | – | 2,188 | +100.0% | 0.03% | – |
| PGR | Buy | PROGRESSIVE CORP COMstock | $97,138 | +25.4% | 679 | +13.7% | 0.03% | -6.7% |
| CMG | Buy | CHIPOTLE MEXICAN GRILL INC COMstock | $95,664 | +49.9% | 56 | +21.7% | 0.03% | +12.0% |
| VMBS | Buy | VANGUARD MORTGAGE-BACKED SECURITIES ETFetf | $93,740 | +13.9% | 2,014 | +11.3% | 0.03% | -15.6% |
| EFAS | New | GLOBAL X MSCI SUPERDIVIDEND EAFE ETFetf | $93,150 | – | 6,750 | +100.0% | 0.03% | – |
| ATVI | Buy | ACTIVISION BLIZZARD INC COMstock | $93,064 | +16.9% | 1,087 | +4.5% | 0.03% | -12.9% |
| OXY | Buy | OCCIDENTAL PETE CORP COMstock | $92,888 | +18.4% | 1,488 | +19.4% | 0.03% | -10.0% |
| U | Buy | UNITY SOFTWARE INC COMstock | $91,124 | +6829.6% | 2,809 | +6006.5% | 0.03% | +2600.0% |
| TALO | Buy | TALOS ENERGY INC COMstock | $89,470 | +16226.6% | 6,029 | +20689.7% | 0.03% | – |
| WDAY | Buy | WORKDAY INC CL Astock | $89,638 | +254.8% | 434 | +187.4% | 0.03% | +160.0% |
| ZTS | Buy | ZOETIS INC CL Astock | $88,713 | +26.4% | 533 | +11.3% | 0.03% | -3.7% |
| New | DIMENSIONAL EMERGING MARKETS VALUE ETFetf | $87,546 | – | 3,745 | +100.0% | 0.03% | – | |
| LEN | Buy | LENNAR CORP CL Astock | $87,872 | +53.9% | 836 | +32.5% | 0.03% | +18.2% |
| AEE | Buy | AMEREN CORP COMstock | $90,450 | +43.7% | 1,047 | +47.9% | 0.03% | +8.3% |
| REGN | Buy | REGENERON PHARMACEUTICALS COMstock | $88,740 | +16.0% | 108 | +1.9% | 0.03% | -13.3% |
| AWK | Buy | AMERICAN WTR WKS CO INC NEW COMstock | $89,668 | -0.3% | 612 | +3.7% | 0.03% | -25.7% |
| XYL | Buy | XYLEM INC COMstock | $87,223 | +4.9% | 833 | +10.8% | 0.03% | -18.8% |
| OC | Buy | OWENS CORNING NEW COMstock | $90,260 | +195.6% | 942 | +163.1% | 0.03% | +116.7% |
| New | CORE LABORATORIES INC COMstock | $88,200 | – | 4,000 | +100.0% | 0.03% | – | |
| GM | Buy | GENERAL MTRS CO COMstock | $84,291 | +14.3% | 2,298 | +4.8% | 0.02% | -13.8% |
| FRC | Buy | FIRST REP BK SAN FRANCISCO CAL COMstock | $85,423 | +430.9% | 6,106 | +4525.8% | 0.02% | +316.7% |
| MU | Buy | MICRON TECHNOLOGY INC COMstock | $85,140 | +30.8% | 1,411 | +8.4% | 0.02% | 0.0% |
| SQ | Buy | BLOCK INC CL Astock | $83,890 | +185.9% | 1,222 | +161.7% | 0.02% | +127.3% |
| NTR | Buy | NUTRIEN LTD COMstock | $86,632 | +84.5% | 1,174 | +82.6% | 0.02% | +38.9% |
| NIO | Buy | NIO INC SPON ADSadr | $86,729 | +137.3% | 8,252 | +120.2% | 0.02% | +78.6% |
| WCC | Buy | WESCO INTL INC COMstock | $84,688 | +4731.0% | 548 | +3814.3% | 0.02% | +2400.0% |
| WPM | Buy | WHEATON PRECIOUS METALS CORP COMstock | $85,099 | +26.8% | 1,767 | +2.9% | 0.02% | -3.8% |
| GDX | Buy | VANECK GOLD MINERS ETFetf | $84,369 | +1888.9% | 2,608 | +1662.2% | 0.02% | +1150.0% |
| VGK | Buy | VANGUARD FTSE EUROPE ETFetf | $86,854 | +177.8% | 1,425 | +152.7% | 0.02% | +108.3% |
| DFUS | New | DIMENSIONAL U.S. EQUITY ETFetf | $86,061 | – | 1,937 | +100.0% | 0.02% | – |
| BLV | Buy | VANGUARD LONG-TERM BOND ETFetf | $81,162 | +8.4% | 1,059 | +2.4% | 0.02% | -17.2% |
| BK | Buy | BANK NEW YORK MELLON CORP COMstock | $83,337 | +113.1% | 1,834 | +113.5% | 0.02% | +60.0% |
| VIAC | Buy | PARAMOUNT GLOBAL CLASS B COMstock | $80,985 | +1075.9% | 3,630 | +789.7% | 0.02% | +700.0% |
| WMB | Buy | WILLIAMS COS INC COMstock | $82,115 | +21.6% | 2,750 | +34.0% | 0.02% | -7.7% |
| HCA | Buy | HCA HEALTHCARE INC COMstock | $80,693 | +13.6% | 306 | +3.4% | 0.02% | -14.3% |
| Buy | COHERENT CORP COMstock | $82,177 | +9.0% | 2,158 | +0.5% | 0.02% | -17.2% | |
| CBRE | Buy | CBRE GROUP INC CL Astock | $81,620 | +10.5% | 1,121 | +16.8% | 0.02% | -17.2% |
| GS | Buy | GOLDMAN SACHS GROUP INC COMstock | $83,413 | +20.9% | 255 | +26.9% | 0.02% | -11.1% |
| ADSK | Buy | AUTODESK INC COMstock | $82,431 | +13.7% | 396 | +2.1% | 0.02% | -14.3% |
| VLO | Buy | VALERO ENERGY CORP COMstock | $80,689 | +55.9% | 578 | +41.7% | 0.02% | +20.0% |
| ROK | Buy | ROCKWELL AUTOMATION INC COMstock | $81,005 | +54.2% | 276 | +35.3% | 0.02% | +20.0% |
| DAL | Buy | DELTA AIR LINES INC DEL COM NEWstock | $76,964 | +69.8% | 2,204 | +59.8% | 0.02% | +27.8% |
| ED | Buy | CONSOLIDATED EDISON INC COMstock | $79,119 | +1.6% | 827 | +1.2% | 0.02% | -23.3% |
| APH | Buy | AMPHENOL CORP NEW CL Astock | $77,634 | +8.0% | 950 | +0.6% | 0.02% | -17.9% |
| VOE | Buy | VANGUARD MID-CAP VALUE ETFetf | $77,358 | +1.2% | 577 | +2.1% | 0.02% | -23.3% |
| WSO | Buy | WATSCO INC COMstock | $79,858 | +1131.6% | 251 | +865.4% | 0.02% | +666.7% |
| STZ | Buy | CONSTELLATION BRANDS INC CL Astock | $79,062 | +72.3% | 350 | +76.8% | 0.02% | +27.8% |
| MMC | Buy | MARSH & MCLENNAN COS INC COMstock | $75,447 | +49.0% | 453 | +48.0% | 0.02% | +10.0% |
| IBDO | New | ISHARES IBONDS DEC 2023 TERM CORPORATE ETFetf | $73,907 | – | 2,934 | +100.0% | 0.02% | – |
| PEG | Buy | PUBLIC SVC ENTERPRISE GRP INC COMstock | $73,629 | +8.3% | 1,179 | +6.2% | 0.02% | -15.4% |
| PSA | Buy | PUBLIC STORAGE COMreit | $75,535 | +8.7% | 250 | +0.8% | 0.02% | -18.5% |
| VEEV | Buy | VEEVA SYS INC CL A COMstock | $75,538 | +397.9% | 411 | +337.2% | 0.02% | +266.7% |
| ISRG | Buy | INTUITIVE SURGICAL INC COM NEWstock | $76,896 | +17.3% | 301 | +21.9% | 0.02% | -12.0% |
| HIG | Buy | HARTFORD FINL SVCS GROUP INC COMstock | $75,962 | -2.9% | 1,090 | +5.6% | 0.02% | -26.7% |
| TD | Buy | TORONTO DOMINION BK ONT COM NEWstock | $73,497 | +329.9% | 1,227 | +364.8% | 0.02% | +214.3% |
| RIO | Buy | RIO TINTO PLC SPONSORED ADRadr | $75,117 | +251.7% | 1,095 | +265.0% | 0.02% | +175.0% |
| DGX | Buy | QUEST DIAGNOSTICS INC COMstock | $76,541 | +9.9% | 541 | +21.6% | 0.02% | -18.5% |
| HPQ | Buy | HP INC COMstock | $76,486 | +13.0% | 2,606 | +3.4% | 0.02% | -15.4% |
| MET | Buy | METLIFE INC COMstock | $74,830 | -13.8% | 1,292 | +7.8% | 0.02% | -35.3% |
| IGSB | Buy | ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFetf | $70,815 | +62.0% | 1,401 | +59.7% | 0.02% | +23.5% |
| EXPD | Buy | EXPEDITORS INTL WASH INC COMstock | $70,917 | +27.8% | 644 | +20.6% | 0.02% | 0.0% |
| SRLN | Buy | SPDR BLACKSTONE SENIOR LOAN ETFetf | $70,358 | +36.6% | 1,697 | +34.8% | 0.02% | +5.0% |
| IXG | Buy | ISHARES GLOBAL FINANCIALS ETFetf | $73,014 | +1.5% | 1,058 | +3.4% | 0.02% | -25.0% |
| DFAE | Buy | DIMENSIONAL EMERGING CORE EQUITY MARKET ETFetf | $70,280 | +1469.5% | 3,053 | +1396.6% | 0.02% | +950.0% |
| New | DIMENSIONAL US MARKETWIDE VALUE ETFetf | $72,049 | – | 2,152 | +100.0% | 0.02% | – | |
| New | GITLAB INC CLASS A COMstock | $70,569 | – | 2,058 | +100.0% | 0.02% | – | |
| SMTC | Buy | SEMTECH CORP COMstock | $72,420 | +20952.3% | 3,000 | +24900.0% | 0.02% | – |
| KEYS | Buy | KEYSIGHT TECHNOLOGIES INC COMstock | $69,275 | +5.5% | 429 | +11.7% | 0.02% | -20.0% |
| SLB | Buy | SCHLUMBERGER LTD COM STKstock | $68,249 | +8.9% | 1,390 | +18.6% | 0.02% | -16.7% |
| TSM | Buy | TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADSadr | $69,207 | +274.6% | 744 | +200.0% | 0.02% | +185.7% |
| EQNR | Buy | EQUINOR ASA SPONSORED ADRadr | $67,294 | +508.2% | 2,367 | +666.0% | 0.02% | +400.0% |
| SNOW | Buy | SNOWFLAKE INC CL Astock | $68,968 | +639.2% | 447 | +587.7% | 0.02% | +400.0% |
| DEO | Buy | DIAGEO PLC SPON ADR NEWadr | $67,218 | +33.3% | 371 | +31.1% | 0.02% | 0.0% |
| EMN | Buy | EASTMAN CHEM CO COMstock | $63,930 | +23.0% | 758 | +18.8% | 0.02% | -5.0% |
| SAM | New | BOSTON BEER INC CL Astock | $65,740 | – | 200 | +100.0% | 0.02% | – |
| IVW | Buy | ISHARES S&P 500 GROWTH ETFetf | $64,082 | +23.5% | 1,003 | +13.1% | 0.02% | -5.0% |
| CIBR | Buy | FIRST TRUST NASDAQ CYBERSECURITY ETFetf | $66,605 | +236.7% | 1,558 | +204.9% | 0.02% | +137.5% |
| A | Buy | AGILENT TECHNOLOGIES INC COMstock | $64,328 | +3.8% | 465 | +12.3% | 0.02% | -20.8% |
| IWF | Buy | ISHARES RUSSELL 1000 GROWTH ETFetf | $63,526 | +336.1% | 260 | +282.4% | 0.02% | +216.7% |
| K | Buy | KELLOGG CO COMstock | $64,215 | +108.7% | 959 | +122.0% | 0.02% | +58.3% |
| VDC | Buy | VANGUARD CONSUMER STAPLES ETFetf | $64,249 | +98.5% | 332 | +96.4% | 0.02% | +46.2% |
| AON | Buy | AON PLC SHS CL Astock | $63,373 | +32.8% | 201 | +26.4% | 0.02% | +5.6% |
| ESS | Buy | ESSEX PPTY TR INC COMreit | $64,624 | -0.3% | 309 | +1.0% | 0.02% | -24.0% |
| IBHC | Buy | ISHARES IBONDS 2023 TERM HIGH YIELD & INCOME ETFetf | $64,691 | +210.7% | 2,740 | +208.9% | 0.02% | +137.5% |
| DRI | Buy | DARDEN RESTAURANTS INC COMstock | $63,460 | +225.4% | 409 | +190.1% | 0.02% | +137.5% |
| FNF | Buy | FIDELITY NATIONAL FINANCIAL IN FNF GROUP COMstock | $62,909 | -2.3% | 1,801 | +5.2% | 0.02% | -28.0% |
| New | VITESSE ENERGY INC COMMON STOCKstock | $60,287 | – | 3,168 | +100.0% | 0.02% | – | |
| COO | Buy | COOPER COS INC COM NEWstock | $63,098 | +129.9% | 169 | +103.6% | 0.02% | +63.6% |
| CYTK | New | CYTOKINETICS INC COM NEWstock | $60,808 | – | 1,728 | +100.0% | 0.02% | – |
| DD | Buy | DUPONT DE NEMOURS INC COMstock | $61,507 | +65.7% | 857 | +58.4% | 0.02% | +28.6% |
| EXC | Buy | EXELON CORP COMstock | $59,986 | -0.1% | 1,432 | +3.1% | 0.02% | -21.7% |
| AIG | Buy | AMERICAN INTL GROUP INC COM NEWstock | $62,044 | -13.6% | 1,232 | +8.5% | 0.02% | -35.7% |
| GCOR | New | GOLDMAN SACHS ACCESS U.S. AGGREGATE BOND ETFetf | $63,201 | – | 1,498 | +100.0% | 0.02% | – |
| IWB | Buy | ISHARES RUSSELL 1000 ETFetf | $60,594 | +24.1% | 269 | +15.9% | 0.02% | -5.3% |
| IEI | Buy | ISHARES 3-7 YEAR TREASURY BOND ETFetf | $62,556 | +2.5% | 532 | +0.2% | 0.02% | -25.0% |
| EL | Buy | LAUDER ESTEE COS INC CL Astock | $60,629 | +58.7% | 246 | +59.7% | 0.02% | +20.0% |
| MELI | Buy | MERCADOLIBRE INC COMstock | $61,949 | +78.5% | 47 | +14.6% | 0.02% | +38.5% |
| EBAY | Buy | EBAY INC. COMstock | $58,613 | +18.3% | 1,321 | +10.5% | 0.02% | -10.5% |
| TXG | New | 10X GENOMICS INC CL A COMstock | $58,412 | – | 1,047 | +100.0% | 0.02% | – |
| NEM | Buy | NEWMONT CORP COMstock | $59,755 | +147.3% | 1,219 | +138.1% | 0.02% | +88.9% |
| PHM | Buy | PULTE GROUP INC COMstock | $59,504 | +28.8% | 1,021 | +0.6% | 0.02% | -5.6% |
| SCHK | New | SCHWAB 1000 INDEX ETFetf | $59,325 | – | 1,500 | +100.0% | 0.02% | – |
| COIN | Buy | COINBASE GLOBAL INC COM CL Astock | $59,394 | +361.1% | 879 | +141.5% | 0.02% | +240.0% |
| LH | Buy | LABORATORY CORP AMER HLDGS COM NEWstock | $58,283 | -1.4% | 254 | +1.2% | 0.02% | -26.1% |
| CARR | Buy | CARRIER GLOBAL CORPORATION COMstock | $58,148 | +94.7% | 1,271 | +75.6% | 0.02% | +41.7% |
| SPOT | Buy | SPOTIFY TECHNOLOGY S A SHSstock | $58,125 | +18294.0% | 435 | +10775.0% | 0.02% | – |
| AMP | Buy | AMERIPRISE FINL INC COMstock | $54,864 | +175.3% | 179 | +179.7% | 0.02% | +100.0% |
| New | DIMENSIONAL US REAL ESTATE ETFetf | $56,218 | – | 2,616 | +100.0% | 0.02% | – | |
| MAS | Buy | MASCO CORP COMstock | $55,488 | +63.1% | 1,116 | +53.1% | 0.02% | +23.1% |
| EELV | Buy | INVESCO S&P EMERGING MARKETS LOW VOLATILITY ETFetf | $54,312 | +68.4% | 2,338 | +66.8% | 0.02% | +33.3% |
| DG | Buy | DOLLAR GEN CORP NEW COMstock | $53,457 | -3.5% | 254 | +12.9% | 0.02% | -23.8% |
| NSA | Buy | NATIONAL STORAGE AFFILIATES TR COM SHS BEN INreit | $54,189 | +37531.2% | 1,297 | +32325.0% | 0.02% | – |
| ROST | Buy | ROSS STORES INC COMstock | $55,824 | +93.2% | 526 | +111.2% | 0.02% | +45.5% |
| XLK | Buy | TECHNOLOGY SELECT SECTOR SPDR FUNDetf | $52,863 | +474.0% | 350 | +373.0% | 0.02% | +275.0% |
| WBA | Buy | WALGREENS BOOTS ALLIANCE INC COMstock | $50,798 | +8.4% | 1,469 | +17.1% | 0.02% | -16.7% |
| BIIB | Buy | BIOGEN INC COMstock | $52,548 | +8.4% | 189 | +8.0% | 0.02% | -21.1% |
| SPLK | Buy | SPLUNK INC COMstock | $51,392 | +280.2% | 536 | +241.4% | 0.02% | +200.0% |
| JAAA | Buy | JANUS DETROIT STREET TRUST JANUS HENDERSON AAA CLO ETFetf | $50,352 | +95.1% | 1,017 | +94.1% | 0.02% | +50.0% |
| ANSS | Buy | ANSYS INC COMstock | $52,582 | +90.9% | 158 | +38.6% | 0.02% | +36.4% |
| SNA | Buy | SNAP ON INC COMstock | $50,366 | +17.9% | 204 | +9.1% | 0.02% | -11.8% |
| TFC | Buy | TRUIST FINL CORP COMstock | $51,753 | -8.8% | 1,518 | +15.1% | 0.02% | -31.8% |
| CNP | Buy | CENTERPOINT ENERGY INC COMstock | $50,288 | +282.8% | 1,707 | +289.7% | 0.02% | +200.0% |
| Buy | GSK PLC SPONSORED ADRadr | $49,285 | +318.4% | 1,385 | +313.4% | 0.01% | +180.0% | |
| VICI | Buy | VICI PPTYS INC COMreit | $48,897 | +210.5% | 1,499 | +208.4% | 0.01% | +133.3% |
| NEP | Buy | NEXTERA ENERGY PARTNERS LP COM UNIT PART INstock | $46,967 | -12.2% | 773 | +1.3% | 0.01% | -33.3% |
| PKG | Buy | PACKAGING CORP AMER COMstock | $48,313 | +15.2% | 348 | +6.1% | 0.01% | -12.5% |
| MGK | Buy | VANGUARD MEGA CAP GROWTH ETFetf | $48,359 | +50.8% | 236 | +26.9% | 0.01% | +16.7% |
| PTON | Buy | PELOTON INTERACTIVE INC CL A COMstock | $49,102 | +3718.2% | 4,330 | +2572.8% | 0.01% | – |
| CSX | Buy | CSX CORP COMstock | $49,026 | +2.7% | 1,637 | +6.3% | 0.01% | -22.2% |
| VSS | Buy | VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETFetf | $48,612 | +22.2% | 445 | +15.0% | 0.01% | -6.7% |
| TTE | Buy | TOTALENERGIES SE SPONSORED ADSadr | $48,657 | -4.7% | 824 | +0.2% | 0.01% | -30.0% |
| BHP | Buy | BHP GROUP LTD SPONSORED ADSadr | $47,367 | +158.8% | 747 | +153.2% | 0.01% | +100.0% |
| CSB | New | VICTORYSHARES US SMALL CAP HIGH DIVIDEND VOLATILITY WTD ETFetf | $47,437 | – | 914 | +100.0% | 0.01% | – |
| MSI | Buy | MOTOROLA SOLUTIONS INC COM NEWstock | $49,500 | +68.5% | 173 | +51.8% | 0.01% | +27.3% |
| HPE | Buy | HEWLETT PACKARD ENTERPRISE CO COMstock | $47,812 | +11.2% | 3,001 | +11.4% | 0.01% | -17.6% |
| KLAC | Buy | KLA CORP COM NEWstock | $49,098 | +56.9% | 123 | +48.2% | 0.01% | +16.7% |
| CRWD | Buy | CROWDSTRIKE HLDGS INC CL Astock | $49,414 | +221.5% | 360 | +146.6% | 0.01% | +133.3% |
| VCR | New | VANGUARD CONSUMER DISCRETIONARY ETFetf | $45,459 | – | 180 | +100.0% | 0.01% | – |
| New | CONVERGENCE LONG/SHORT EQUITY ETFetf | $44,737 | – | 2,951 | +100.0% | 0.01% | – | |
| CHK | Buy | CHESAPEAKE ENERGY CORP COMstock | $42,963 | +321.5% | 565 | +423.1% | 0.01% | +225.0% |
| PPL | Buy | PPL CORP COMstock | $44,297 | -4.8% | 1,594 | +0.1% | 0.01% | -27.8% |
| RJF | Buy | RAYMOND JAMES FINL INC COMstock | $43,837 | -6.1% | 470 | +7.6% | 0.01% | -27.8% |
| BWA | Buy | BORGWARNER INC COMstock | $44,788 | +62.2% | 912 | +32.9% | 0.01% | +18.2% |
| IR | Buy | INGERSOLL RAND INC COMstock | $43,984 | +492.8% | 756 | +432.4% | 0.01% | +333.3% |
| LUV | Buy | SOUTHWEST AIRLS CO COMstock | $43,246 | +85.1% | 1,329 | +91.5% | 0.01% | +44.4% |
| BRX | Buy | BRIXMOR PPTY GROUP INC COMreit | $45,924 | +716.9% | 2,134 | +760.5% | 0.01% | +550.0% |
| WAT | Buy | WATERS CORP COMstock | $43,348 | +26.5% | 140 | +40.0% | 0.01% | 0.0% |
| HBAN | Buy | HUNTINGTON BANCSHARES INC COMstock | $44,442 | -3.8% | 3,968 | +21.2% | 0.01% | -27.8% |
| EBC | Buy | EASTERN BANKSHARES INC COMstock | $44,902 | +23532.6% | 3,558 | +32245.5% | 0.01% | – |
| CRH | Buy | CRH PLC ADRadr | $42,934 | +9702.3% | 844 | +7572.7% | 0.01% | – |
| DOW | Buy | DOW INC COMstock | $45,117 | +27.5% | 823 | +17.2% | 0.01% | -7.1% |
| MPW | Buy | MEDICAL PPTYS TRUST INC COMreit | $39,656 | -23.1% | 4,824 | +4.2% | 0.01% | -40.0% |
| MTH | Buy | MERITAGE HOMES CORP COMstock | $40,282 | +666.5% | 345 | +505.3% | 0.01% | +500.0% |
| BOX | New | BOX INC CL Astock | $40,078 | – | 1,496 | +100.0% | 0.01% | – |
| DXCM | Buy | DEXCOM INC COMstock | $39,501 | +152.8% | 340 | +146.4% | 0.01% | +100.0% |
| FANG | Buy | DIAMONDBACK ENERGY INC COMstock | $39,599 | +1.7% | 293 | +2.8% | 0.01% | -20.0% |
| XME | New | SPDR S&P METALS & MINING ETFetf | $42,634 | – | 802 | +100.0% | 0.01% | – |
| AGCO | New | AGCO CORP COMstock | $41,101 | – | 304 | +100.0% | 0.01% | – |
| IP | Buy | INTERNATIONAL PAPER CO COMstock | $40,423 | +6.3% | 1,121 | +2.1% | 0.01% | -20.0% |
| VONG | Buy | VANGUARD RUSSELL 1000 GROWTH ETFetf | $41,507 | +50.6% | 660 | +32.0% | 0.01% | +9.1% |
| BP | Buy | BP PLC SPONSORED ADRadr | $41,241 | +37.0% | 1,087 | +26.1% | 0.01% | 0.0% |
| PATH | Buy | UIPATH INC CL Astock | $41,336 | +4017.1% | 2,354 | +2879.7% | 0.01% | – |
| MKL | Buy | MARKEL GROUP INC COMstock | $42,155 | +14.3% | 33 | +17.9% | 0.01% | -14.3% |
| SCHH | Buy | SCHWAB U.S. REIT ETFetf | $41,732 | +1.1% | 2,140 | +0.0% | 0.01% | -25.0% |
| TRV | Buy | TRAVELERS COMPANIES INC COMstock | $42,681 | +10.5% | 249 | +20.9% | 0.01% | -20.0% |
| FTV | Buy | FORTIVE CORP COMstock | $42,470 | +136.9% | 623 | +123.3% | 0.01% | +71.4% |
| FTNT | Buy | FORTINET INC COMstock | $39,810 | +52.8% | 599 | +12.4% | 0.01% | +20.0% |
| IBTD | New | ISHARES IBONDS DEC 2023 TERM TREASURY ETFetf | $42,698 | – | 1,721 | +100.0% | 0.01% | – |
| IMCB | Buy | ISHARES MORNINGSTAR MID-CAP ETFetf | $40,265 | +24.3% | 664 | +20.3% | 0.01% | -7.7% |
| PANW | Buy | PALO ALTO NETWORKS INC COMstock | $41,346 | +558.5% | 207 | +360.0% | 0.01% | +500.0% |
| NXPI | Buy | NXP SEMICONDUCTORS N V COMstock | $40,111 | +195.1% | 215 | +150.0% | 0.01% | +140.0% |
| BBJP | Buy | JPMORGAN BETABUILDERS JAPAN ETFetf | $40,414 | +97.0% | 835 | +82.7% | 0.01% | +50.0% |
| MOAT | New | VANECK MORNINGSTAR WIDE MOAT ETFetf | $40,090 | – | 543 | +100.0% | 0.01% | – |
| IQLT | Buy | ISHARES MSCI INTL QUALITY FACTOR ETFetf | $42,325 | +160.3% | 1,199 | +138.8% | 0.01% | +100.0% |
| APTV | Buy | APTIV PLC SHSstock | $38,818 | +82.0% | 346 | +51.1% | 0.01% | +37.5% |
| R | Buy | RYDER SYS INC COMstock | $38,641 | +1345.1% | 433 | +1253.1% | 0.01% | +1000.0% |
| RGA | Buy | REINSURANCE GRP OF AMERICA INC COM NEWstock | $36,376 | -4.5% | 274 | +2.2% | 0.01% | -26.7% |
| HOLX | Buy | HOLOGIC INC COMstock | $39,140 | +41.4% | 485 | +31.1% | 0.01% | 0.0% |
| COG | Buy | COTERRA ENERGY INC COMstock | $38,160 | +5.8% | 1,555 | +5.9% | 0.01% | -21.4% |
| PEJ | Buy | INVESCO DYNAMIC LEISURE & ENTERTAINMENT ETFetf | $38,900 | +163.8% | 956 | +136.0% | 0.01% | +83.3% |
| IRM | Buy | IRON MTN INC DEL COMreit | $38,518 | +42.6% | 728 | +34.3% | 0.01% | +10.0% |
| AFIN | Buy | THE NECESSITY RETAIL REIT INC COM CLASS Areit | $37,931 | +290.0% | 6,040 | +268.3% | 0.01% | +175.0% |
| BAX | Buy | BAXTER INTL INC COMstock | $37,396 | +93.6% | 922 | +143.3% | 0.01% | +57.1% |
| IVZ | Buy | INVESCO LTD SHSstock | $36,982 | +0.3% | 2,255 | +10.0% | 0.01% | -21.4% |
| VTRS | Buy | VIATRIS INC COMstock | $36,045 | +25.5% | 3,747 | +45.2% | 0.01% | 0.0% |
| FIS | Buy | FIDELITY NATL INFORMATION SVCS COMstock | $36,564 | -1.5% | 673 | +23.0% | 0.01% | -21.4% |
| KEY | Buy | KEYCORP COMstock | $37,397 | -4.3% | 2,987 | +33.2% | 0.01% | -26.7% |
| DVY | Buy | ISHARES SELECT DIVIDEND ETFetf | $37,615 | +447.2% | 321 | +463.2% | 0.01% | +266.7% |
| KXI | Buy | ISHARES GLOBAL CONSUMER STAPLES ETFetf | $38,347 | +96.6% | 619 | +89.3% | 0.01% | +37.5% |
| XBI | Buy | SPDR S&P BIOTECH ETFetf | $38,105 | +1430.3% | 500 | +1566.7% | 0.01% | +1000.0% |
| MGRC | Buy | MCGRATH RENTCORP COMstock | $34,151 | +373.8% | 366 | +401.4% | 0.01% | +233.3% |
| CMBS | New | ISHARES CMBS ETFetf | $34,502 | – | 747 | +100.0% | 0.01% | – |
| ON | Buy | ON SEMICONDUCTOR CORP COMstock | $33,834 | +49.9% | 411 | +13.5% | 0.01% | +11.1% |
| IBML | Buy | ISHARES IBONDS DEC 2023 TERM MUNI BOND ETFetf | $33,364 | +60.5% | 1,312 | +60.0% | 0.01% | +25.0% |
| IBHD | Buy | ISHARES IBONDS 2024 TERM HIGH YIELD & INCOME ETFetf | $35,088 | +49.6% | 1,517 | +46.9% | 0.01% | +11.1% |
| VIOO | New | VANGUARD S&P SMALL-CAP 600 ETFetf | $33,186 | – | 374 | +100.0% | 0.01% | – |
| MAR | Buy | MARRIOTT INTL INC NEW CL Astock | $35,649 | +37.3% | 215 | +23.6% | 0.01% | 0.0% |
| LGLV | New | SPDR SSGA US LARGE CAP LOW VOLATILITY INDEX ETFetf | $33,790 | – | 247 | +100.0% | 0.01% | – |
| ARE | Buy | ALEXANDRIA REAL ESTATE EQ INC COMreit | $35,793 | +372.5% | 285 | +448.1% | 0.01% | +233.3% |
| STE | Buy | STERIS PLC SHS USDstock | $33,485 | +9.2% | 175 | +5.4% | 0.01% | -16.7% |
| FISV | Buy | FISERV INC COMstock | $33,005 | +15.0% | 292 | +2.8% | 0.01% | -9.1% |
| New | GE HEALTHCARE TECHNOLOGIES INC COMMON STOCKstock | $34,042 | – | 415 | +100.0% | 0.01% | – | |
| MDU | Buy | MDU RES GROUP INC COMstock | $34,564 | +267.5% | 1,134 | +265.8% | 0.01% | +150.0% |
| LULU | Buy | LULULEMON ATHLETICA INC COMstock | $32,777 | +82.7% | 90 | +60.7% | 0.01% | +42.9% |
| CPT | Buy | CAMDEN PPTY TR SH BEN INTreit | $35,750 | +51.4% | 341 | +61.6% | 0.01% | +11.1% |
| Buy | HF SINCLAIR CORP COMstock | $34,930 | +203.2% | 722 | +225.2% | 0.01% | +150.0% | |
| CRSP | Buy | CRISPR THERAPEUTICS AG NAMEN AKTstock | $33,425 | +7377.6% | 739 | +6618.2% | 0.01% | – |
| LDOS | Buy | LEIDOS HOLDINGS INC COMstock | $34,615 | -9.8% | 376 | +3.0% | 0.01% | -33.3% |
| STT | Buy | STATE STR CORP COMstock | $33,228 | -1.8% | 439 | +0.7% | 0.01% | -23.1% |
| WELL | Buy | WELLTOWER INC COMreit | $33,121 | +18.1% | 462 | +7.9% | 0.01% | -9.1% |
| SSD | Buy | SIMPSON MFG INC COMstock | $35,194 | +530.0% | 321 | +409.5% | 0.01% | +400.0% |
| WEX | Buy | WEX INC COMstock | $33,468 | +13.6% | 182 | +1.1% | 0.01% | -9.1% |
| SCI | Buy | SERVICE CORP INTL COMstock | $35,766 | +2363.2% | 520 | +2376.2% | 0.01% | +900.0% |
| BBRE | New | JPMORGAN BETABUILDERS MSCI U.S. REIT ETFetf | $35,808 | – | 432 | +100.0% | 0.01% | – |
| BIO | Buy | BIO RAD LABS INC CL Astock | $34,010 | +39.5% | 71 | +22.4% | 0.01% | +11.1% |
| NOK | Buy | NOKIA CORP SPONSORED ADRadr | $32,489 | +9.0% | 6,617 | +3.0% | 0.01% | -16.7% |
| EW | Buy | EDWARDS LIFESCIENCES CORP COMstock | $33,919 | +35.7% | 410 | +22.4% | 0.01% | 0.0% |
| MCHI | Buy | ISHARES MSCI CHINA ETFetf | $30,183 | +96.7% | 605 | +87.3% | 0.01% | +50.0% |
| HEDJ | New | WISDOMTREE EUROPE HEDGED EQUITY FUNDetf | $30,911 | – | 376 | +100.0% | 0.01% | – |
| SRC | Buy | SPIRIT RLTY CAP INC NEW COM NEWreit | $30,478 | +362.6% | 765 | +363.6% | 0.01% | +200.0% |
| EXAS | Buy | EXACT SCIENCES CORP COMstock | $29,836 | +14968.7% | 440 | +10900.0% | 0.01% | – |
| DLS | New | WISDOMTREE INTERNATIONAL SMALLCAP DIVIDEND FUNDetf | $30,226 | – | 496 | +100.0% | 0.01% | – |
| RMD | Buy | RESMED INC COMstock | $31,535 | +20.3% | 144 | +14.3% | 0.01% | -10.0% |
| KHC | Buy | KRAFT HEINZ CO COMstock | $30,820 | -3.2% | 797 | +1.9% | 0.01% | -25.0% |
| TTWO | Buy | TAKE-TWO INTERACTIVE SOFTWARE COMstock | $31,853 | +22.4% | 267 | +6.8% | 0.01% | -10.0% |
| XLP | New | CONSUMER STAPLES SELECT SECTOR SPDR FUNDetf | $29,969 | – | 401 | +100.0% | 0.01% | – |
| GL | Buy | GLOBE LIFE INC COMstock | $32,456 | -1.0% | 295 | +8.5% | 0.01% | -30.8% |
| BBY | Buy | BEST BUY INC COMstock | $31,934 | +10.6% | 408 | +13.3% | 0.01% | -18.2% |
| DLR | Buy | DIGITAL RLTY TR INC COMreit | $31,754 | +39.5% | 323 | +42.3% | 0.01% | 0.0% |
| MRVL | Buy | MARVELL TECHNOLOGY INC COMstock | $29,314 | +33.2% | 677 | +14.0% | 0.01% | 0.0% |
| JBL | Buy | JABIL INC COMstock | $32,355 | +72.5% | 367 | +33.5% | 0.01% | +28.6% |
| D | Buy | DOMINION ENERGY INC COMstock | $31,310 | +76.7% | 560 | +93.8% | 0.01% | +28.6% |
| Buy | CONSTELLATION ENERGY CORP COMstock | $30,929 | -6.1% | 394 | +3.1% | 0.01% | -30.8% | |
| ULTA | Buy | ULTA BEAUTY INC COMstock | $30,558 | +18.4% | 56 | +1.8% | 0.01% | -10.0% |
| DEM | Buy | WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUNDetf | $29,872 | +2164.7% | 789 | +2032.4% | 0.01% | +800.0% |
| LEA | Buy | LEAR CORP COM NEWstock | $31,525 | +17.7% | 226 | +4.6% | 0.01% | -10.0% |
| JBHT | Buy | HUNT J B TRANS SVCS INC COMstock | $31,934 | +2.3% | 182 | +1.7% | 0.01% | -25.0% |
| HSIC | Buy | HENRY SCHEIN INC COMstock | $32,208 | +15.9% | 395 | +13.5% | 0.01% | -18.2% |
| GTY | Buy | GETTY RLTY CORP NEW COMreit | $31,995 | +974.0% | 888 | +909.1% | 0.01% | +800.0% |
| OTIS | Buy | OTIS WORLDWIDE CORP COMstock | $31,144 | +226.0% | 369 | +202.5% | 0.01% | +125.0% |
| IBHE | Buy | ISHARES IBONDS 2025 TERM HIGH YIELD & INCOME ETFetf | $32,280 | +56.0% | 1,409 | +53.3% | 0.01% | +12.5% |
| BSCP | New | INVESCO BULLETSHARES 2025 CORPORATE BOND ETFetf | $30,258 | – | 1,492 | +100.0% | 0.01% | – |
| TWOU | New | 2U INC COMstock | $30,476 | – | 4,449 | +100.0% | 0.01% | – |
| FLEX | Buy | FLEX LTD ORDstock | $30,396 | +46.3% | 1,321 | +36.5% | 0.01% | +12.5% |
| MCHP | Buy | MICROCHIP TECHNOLOGY INC. COMstock | $32,423 | +159.3% | 387 | +117.4% | 0.01% | +80.0% |
| FIVN | Buy | FIVE9 INC COMstock | $26,603 | +2078.8% | 368 | +1944.4% | 0.01% | – |
| EQIX | Buy | EQUINIX INC COMreit | $28,121 | +38.5% | 39 | +25.8% | 0.01% | 0.0% |
| CHRW | Buy | C H ROBINSON WORLDWIDE INC COM NEWstock | $25,737 | +11.1% | 259 | +2.4% | 0.01% | -11.1% |
| UBA | Buy | URSTADT BIDDLE PPTYS INC CL Areit | $28,182 | +1329.8% | 1,604 | +1442.3% | 0.01% | +700.0% |
| DFS | Buy | DISCOVER FINL SVCS COMstock | $26,983 | +9.5% | 273 | +8.3% | 0.01% | -20.0% |
| IEO | New | ISHARES U.S. OIL & GAS EXPLORATION & PRODUCTION ETFetf | $28,232 | – | 329 | +100.0% | 0.01% | – |
| TU | New | TELUS CORPORATION COMstock | $28,610 | – | 1,443 | +100.0% | 0.01% | – |
| TNET | New | TRINET GROUP INC COMstock | $27,085 | – | 336 | +100.0% | 0.01% | – |
| RHI | Buy | ROBERT HALF INC. COMstock | $28,280 | +22.0% | 351 | +11.8% | 0.01% | -11.1% |
| OGE | Buy | OGE ENERGY CORP COMstock | $27,002 | +0.1% | 717 | +5.1% | 0.01% | -20.0% |
| ZBH | Buy | ZIMMER BIOMET HOLDINGS INC COMstock | $27,132 | +17.6% | 210 | +16.0% | 0.01% | -11.1% |
| EPRT | Buy | ESSENTIAL PPTYS RLTY TR INC COMreit | $27,559 | +12961.1% | 1,109 | +12222.2% | 0.01% | – |
| CMA | Buy | COMERICA INC COMstock | $28,570 | -6.3% | 658 | +44.3% | 0.01% | -33.3% |
| NTAP | Buy | NETAPP INC COMstock | $28,541 | +6.8% | 447 | +0.4% | 0.01% | -20.0% |
| AES | Buy | AES CORP COMstock | $26,831 | -16.1% | 1,114 | +0.2% | 0.01% | -33.3% |
| SOXX | Buy | ISHARES SEMICONDUCTOR ETFetf | $28,014 | +519.2% | 63 | +384.6% | 0.01% | +300.0% |
| New | DIMENSIONAL NATIONAL MUNICIPAL BOND ETFetf | $26,815 | – | 555 | +100.0% | 0.01% | – | |
| UAL | Buy | UNITED AIRLS HLDGS INC COMstock | $25,975 | +27.4% | 587 | +8.5% | 0.01% | 0.0% |
| COLD | Buy | AMERICOLD REALTY TRUST INC COMreit | $28,450 | +685.0% | 1,000 | +681.2% | 0.01% | +700.0% |
| ALC | Buy | ALCON AG ORD SHSstock | $27,557 | +147.0% | 390 | +139.3% | 0.01% | +100.0% |
| BNS | New | BANK NOVA SCOTIA HALIFAX COMstock | $27,950 | – | 555 | +100.0% | 0.01% | – |
| SNY | Buy | SANOFI SPONSORED ADRadr | $26,611 | +26.3% | 489 | +12.4% | 0.01% | 0.0% |
| SQM | Buy | SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER Badr | $26,588 | +10.6% | 328 | +9.0% | 0.01% | -11.1% |
| EQT | Buy | EQT CORP COMstock | $27,124 | +206.0% | 850 | +224.4% | 0.01% | +166.7% |
| BAR | Buy | GRANITESHARES GOLD SHARESetf | $26,163 | +108.9% | 1,341 | +93.2% | 0.01% | +60.0% |
| GDYN | New | GRID DYNAMICS HLDGS INC CL Astock | $26,759 | – | 2,335 | +100.0% | 0.01% | – |
| PSTG | Buy | PURE STORAGE INC CL Astock | $26,607 | +24766.4% | 1,043 | +25975.0% | 0.01% | – |
| SPLV | Buy | INVESCO S&P 500 LOW VOLATILITY ETFetf | $28,954 | +54.1% | 464 | +57.8% | 0.01% | +14.3% |
| VTWO | Buy | VANGUARD RUSSELL 2000 ETFetf | $25,660 | +3544.9% | 356 | +3460.0% | 0.01% | – |
| ARC | New | ARC DOCUMENT SOLUTIONS INC COMstock | $28,302 | – | 8,928 | +100.0% | 0.01% | – |
| NTNX | Buy | NUTANIX INC CL Astock | $26,640 | +0.1% | 1,025 | +0.3% | 0.01% | -20.0% |
| CIEN | Buy | CIENA CORP COM NEWstock | $27,205 | +42.7% | 518 | +38.5% | 0.01% | +14.3% |
| SPEM | New | SPDR PORTFOLIO EMERGING MARKETS ETFetf | $22,321 | – | 654 | +100.0% | 0.01% | – |
| NI | Buy | NISOURCE INC COMstock | $25,500 | +1724.0% | 912 | +1688.2% | 0.01% | +600.0% |
| PACB | New | PACIFIC BIOSCIENCES CALIF INC COMstock | $22,604 | – | 1,952 | +100.0% | 0.01% | – |
| EFX | Buy | EQUIFAX INC COMstock | $24,341 | +54.6% | 120 | +48.1% | 0.01% | +16.7% |
| SYY | Buy | SYSCO CORP COMstock | $25,331 | +125.4% | 328 | +123.1% | 0.01% | +75.0% |
| FMC | Buy | FMC CORP COM NEWstock | $22,472 | -0.5% | 184 | +1.7% | 0.01% | -22.2% |
| AJG | Buy | GALLAGHER ARTHUR J & CO COMstock | $24,870 | +29.3% | 130 | +27.5% | 0.01% | 0.0% |
| XLY | Buy | CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUNDetf | $24,824 | +83.0% | 166 | +58.1% | 0.01% | +40.0% |
| RF | Buy | REGIONS FINANCIAL CORP NEW COMstock | $23,608 | +17.6% | 1,272 | +36.6% | 0.01% | -12.5% |
| LNT | Buy | ALLIANT ENERGY CORP COMstock | $23,229 | +333.8% | 435 | +348.5% | 0.01% | +250.0% |
| PTEN | New | PATTERSON-UTI ENERGY INC COMstock | $23,400 | – | 2,000 | +100.0% | 0.01% | – |
| CTAS | Buy | CINTAS CORP COMstock | $22,671 | +47.6% | 49 | +44.1% | 0.01% | +16.7% |
| VPL | New | VANGUARD FTSE PACIFIC ETFetf | $25,093 | – | 370 | +100.0% | 0.01% | – |
| ZBRA | Buy | ZEBRA TECHNOLOGIES CORPORATION CL Astock | $23,214 | +212.2% | 73 | +151.7% | 0.01% | +133.3% |
| VMW | Buy | VMWARE INC CL A COMstock | $22,223 | +22.3% | 178 | +20.3% | 0.01% | 0.0% |
| ALK | Buy | ALASKA AIR GROUP INC COMstock | $23,791 | +4.1% | 567 | +6.6% | 0.01% | -22.2% |
| GNR | Buy | SPDR S&P GLOBAL NATURAL RESOURCES ETFetf | $24,948 | +25.0% | 437 | +24.9% | 0.01% | -12.5% |
| SRE | Buy | SEMPRA COMstock | $22,523 | +13.0% | 149 | +15.5% | 0.01% | -12.5% |
| IDXX | Buy | IDEXX LABS INC COMstock | $24,004 | +33.7% | 48 | +9.1% | 0.01% | 0.0% |
| MLM | Buy | MARTIN MARIETTA MATLS INC COMstock | $23,434 | +147.6% | 66 | +135.7% | 0.01% | +75.0% |
| KMB | Buy | KIMBERLY-CLARK CORP COMstock | $25,099 | +2.1% | 187 | +3.3% | 0.01% | -30.0% |
| GHYG | Buy | ISHARES US & INTL HIGH YIELD CORP BOND ETFetf | $22,823 | +35.8% | 533 | +31.3% | 0.01% | 0.0% |
| MNST | Buy | MONSTER BEVERAGE CORP NEW COMstock | $22,576 | +8.5% | 418 | +103.9% | 0.01% | -12.5% |
| SPYG | Buy | SPDR PORTFOLIO S&P 500 GROWTH ETFetf | $23,528 | +2479.8% | 425 | +2261.1% | 0.01% | – |
| QRVO | Buy | QORVO INC COMstock | $22,650 | +12.6% | 223 | +0.5% | 0.01% | -12.5% |
| AVB | Buy | AVALONBAY CMNTYS INC COMreit | $23,528 | +8.7% | 140 | +4.5% | 0.01% | -12.5% |
| PEAK | Buy | HEALTHPEAK PROPERTIES INC COMreit | $25,156 | +2.4% | 1,145 | +16.8% | 0.01% | -30.0% |
| XLSR | New | SPDR SSGA U.S. SECTOR ROTATION ETFetf | $22,845 | – | 569 | +100.0% | 0.01% | – |
| Buy | ROBINHOOD MKTS INC COM CL Astock | $19,333 | +132.2% | 1,991 | +94.6% | 0.01% | +100.0% | |
| SPIB | Buy | SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETFetf | $22,043 | +4.1% | 678 | +2.0% | 0.01% | -25.0% |
| AGNC | Buy | AGNC INVT CORP COMreit | $21,716 | +1998.2% | 2,154 | +2054.0% | 0.01% | – |
| FOXA | Buy | FOX CORP CL A COMstock | $19,647 | +14.1% | 577 | +1.8% | 0.01% | -14.3% |
| NEWT | Buy | NEWTEKONE INC COM NEWstock | $22,080 | +87.4% | 1,725 | +137.9% | 0.01% | +20.0% |
| AOS | Buy | SMITH A O CORP COMstock | $20,123 | +91.1% | 291 | +58.2% | 0.01% | +50.0% |
| ALLY | Buy | ALLY FINL INC COMstock | $20,927 | +5.4% | 821 | +1.1% | 0.01% | -25.0% |
| BXP | Buy | BOSTON PROPERTIES INC COMreit | $20,241 | -12.9% | 374 | +8.7% | 0.01% | -33.3% |
| IFF | Buy | INTERNATIONAL FLAVORS&FRAGRANC COMstock | $19,863 | +85.7% | 216 | +111.8% | 0.01% | +50.0% |
| IPG | Buy | INTERPUBLIC GROUP COS INC COMstock | $19,961 | +30.6% | 536 | +16.8% | 0.01% | 0.0% |
| TRNO | Buy | TERRENO RLTY CORP COMreit | $21,899 | +1275.6% | 339 | +1110.7% | 0.01% | +500.0% |
| FISR | New | SPDR SSGA FIXED INCOME SECTOR ROTATION ETFetf | $20,798 | – | 789 | +100.0% | 0.01% | – |
| BBMC | New | JPMORGAN BETABUILDERS U.S. MID CAP EQUITY ETFetf | $19,679 | – | 261 | +100.0% | 0.01% | – |
| DKS | Buy | DICKS SPORTING GOODS INC COMstock | $21,709 | +46.7% | 153 | +24.4% | 0.01% | 0.0% |
| GSUS | New | GOLDMAN SACHS MARKETBETA U.S. EQUITY ETFetf | $21,833 | – | 391 | +100.0% | 0.01% | – |
| LYV | Buy | LIVE NATION ENTERTAINMENT INC COMstock | $20,020 | +0.7% | 286 | +0.4% | 0.01% | -25.0% |
| TECK | Buy | TECK RESOURCES LTD CL Bstock | $19,564 | +70.2% | 536 | +76.3% | 0.01% | +50.0% |
| NDAQ | Buy | NASDAQ INC COMstock | $20,723 | +109.8% | 379 | +135.4% | 0.01% | +50.0% |
| CHTR | Buy | CHARTER COMMUNICATIONS INC NEW CL Astock | $22,172 | +39.1% | 62 | +31.9% | 0.01% | 0.0% |
| CNC | Buy | CENTENE CORP DEL COMstock | $21,997 | +14.1% | 348 | +48.1% | 0.01% | -14.3% |
| TXRH | Buy | TEXAS ROADHOUSE INC COMstock | $19,343 | +21.5% | 179 | +2.3% | 0.01% | 0.0% |
| CRUS | Buy | CIRRUS LOGIC INC COMstock | $20,782 | +116.3% | 190 | +47.3% | 0.01% | +50.0% |
| HAL | Buy | HALLIBURTON CO COMstock | $20,661 | -17.7% | 653 | +2.4% | 0.01% | -40.0% |
| ARW | Buy | ARROW ELECTRS INC COMstock | $19,230 | +25.1% | 154 | +4.8% | 0.01% | 0.0% |
| SPYV | Buy | SPDR PORTFOLIO S&P 500 VALUE ETFetf | $21,297 | +107.4% | 523 | +98.1% | 0.01% | +50.0% |
| FICO | New | FAIR ISAAC CORP COMstock | $20,378 | – | 29 | +100.0% | 0.01% | – |
| HES | Buy | HESS CORP COMstock | $20,380 | -2.9% | 154 | +4.1% | 0.01% | -25.0% |
| DELL | Buy | DELL TECHNOLOGIES INC CL Cstock | $18,899 | +14.0% | 470 | +14.1% | 0.01% | 0.0% |
| TTEK | Buy | TETRA TECH INC NEW COMstock | $19,692 | +61.5% | 134 | +59.5% | 0.01% | +20.0% |
| HST | Buy | HOST HOTELS & RESORTS INC COMreit | $19,029 | +21.6% | 1,154 | +18.4% | 0.01% | 0.0% |
| PKI | Buy | REVVITY INC COMstock | $21,055 | -2.5% | 158 | +2.6% | 0.01% | -25.0% |
| EXR | Buy | EXTRA SPACE STORAGE INC COMreit | $21,018 | +53.6% | 129 | +38.7% | 0.01% | +20.0% |
| CAG | Buy | CONAGRA BRANDS INC COMstock | $21,259 | +35.0% | 566 | +39.1% | 0.01% | 0.0% |
| JQUA | New | JPMORGAN U.S. QUALITY FACTOR ETFetf | $20,368 | – | 494 | +100.0% | 0.01% | – |
| ACGL | Buy | ARCH CAP GROUP LTD ORDstock | $19,954 | +26.1% | 294 | +16.7% | 0.01% | 0.0% |
| SONY | Buy | SONY GROUP CORP SPONSORED ADRadr | $22,028 | +415.6% | 243 | +333.9% | 0.01% | +200.0% |
| CROX | Buy | CROCS INC COMstock | $16,564 | +19.3% | 131 | +2.3% | 0.01% | 0.0% |
| MKTX | Buy | MARKETAXESS HLDGS INC COMstock | $16,434 | +43.7% | 42 | +2.4% | 0.01% | +25.0% |
| UHS | Buy | UNIVERSAL HLTH SVCS INC CL Bstock | $16,523 | -1.4% | 130 | +9.2% | 0.01% | -16.7% |
| New | FIRST SEACOAST BANCORP INC COMstock | $17,240 | – | 2,000 | +100.0% | 0.01% | – | |
| VTR | Buy | VENTAS INC COMreit | $17,564 | +3.4% | 405 | +7.4% | 0.01% | -28.6% |
| TER | Buy | TERADYNE INC COMstock | $18,492 | +69.4% | 172 | +37.6% | 0.01% | +25.0% |
| CPB | Buy | CAMPBELL SOUP CO COMstock | $16,384 | +501.5% | 298 | +520.8% | 0.01% | +400.0% |
| TDY | Buy | TELEDYNE TECHNOLOGIES INC COMstock | $17,447 | +118.1% | 39 | +95.0% | 0.01% | +66.7% |
| GSLC | Buy | GOLDMAN SACHS ACTIVEBETA U.S. LARGE CAP EQUITY ETFetf | $18,616 | +116250.0% | 229 | +100.0% | 0.01% | – |
| RCL | Buy | ROYAL CARIBBEAN GROUP COMstock | $17,435 | +46.4% | 267 | +10.8% | 0.01% | 0.0% |
| VOYA | Buy | VOYA FINANCIAL INC COMstock | $17,079 | +18.2% | 239 | +1.7% | 0.01% | -16.7% |
| NVR | Buy | NVR INC COMstock | $16,717 | +81.2% | 3 | +50.0% | 0.01% | +25.0% |
| IWO | New | ISHARES RUSSELL 2000 GROWTH ETFetf | $17,465 | – | 77 | +100.0% | 0.01% | – |
| BG | Buy | BUNGE LIMITED COMstock | $16,907 | -0.9% | 177 | +3.5% | 0.01% | -28.6% |
| MTDR | Buy | MATADOR RES CO COMstock | $15,629 | -15.7% | 328 | +1.2% | 0.01% | -28.6% |
| MMS | Buy | MAXIMUS INC COMstock | $16,144 | +43.9% | 205 | +34.0% | 0.01% | +25.0% |
| EQH | Buy | EQUITABLE HLDGS INC COMstock | $16,275 | -10.0% | 641 | +1.7% | 0.01% | -28.6% |
| HLI | Buy | HOULIHAN LOKEY INC CL Astock | $17,061 | +20.8% | 195 | +20.4% | 0.01% | 0.0% |
| Buy | ATLASSIAN CORPORATION CL Astock | $16,946 | +158.2% | 99 | +94.1% | 0.01% | +66.7% | |
| STWD | Buy | STARWOOD PPTY TR INC COMreit | $15,833 | +150.4% | 895 | +159.4% | 0.01% | +150.0% |
| DLTR | Buy | DOLLAR TREE INC COMstock | $15,503 | +6.4% | 108 | +4.9% | 0.01% | -16.7% |
| HII | Buy | HUNTINGTON INGALLS INDS INC COMstock | $18,425 | +6.5% | 89 | +18.7% | 0.01% | -28.6% |
| BCE | Buy | BCE INC COM NEWstock | $15,497 | +2.5% | 346 | +0.6% | 0.01% | -16.7% |
| INGR | Buy | INGREDION INC COMstock | $18,781 | +4.2% | 185 | +0.5% | 0.01% | -28.6% |
| ISTB | Buy | ISHARES CORE 1-5 YEAR USD BOND ETFetf | $17,919 | +33.5% | 380 | +31.5% | 0.01% | 0.0% |
| JNPR | Buy | JUNIPER NETWORKS INC COMstock | $17,451 | +50.8% | 507 | +40.1% | 0.01% | +25.0% |
| XLF | Buy | FINANCIAL SELECT SECTOR SPDR FUNDetf | $17,586 | +6.5% | 547 | +13.3% | 0.01% | -16.7% |
| ZM | Buy | ZOOM VIDEO COMMUNICATIONS INC CL Astock | $15,949 | +16.0% | 216 | +6.4% | 0.01% | 0.0% |
| DXC | Buy | DXC TECHNOLOGY CO COMstock | $17,023 | -1.6% | 666 | +2.0% | 0.01% | -28.6% |
| PII | Buy | POLARIS INC COMstock | $16,152 | +12.6% | 146 | +2.8% | 0.01% | -16.7% |
| USIG | Buy | ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETFetf | $15,459 | +48.4% | 305 | +43.9% | 0.01% | +25.0% |
| AVY | Buy | AVERY DENNISON CORP COMstock | $17,535 | +21.1% | 98 | +22.5% | 0.01% | -16.7% |
| CFG | Buy | CITIZENS FINL GROUP INC COMstock | $17,463 | -14.7% | 575 | +10.6% | 0.01% | -37.5% |
| HYMB | Buy | SPDR NUVEEN BLOOMBERG HIGH YIELD MUNICIPAL BOND ETFetf | $12,119 | +2.3% | 484 | +100.0% | 0.00% | -20.0% |
| BSJP | New | INVESCO BULLETSHARES 2025 HIGH YIELD CORPORATE BOND ETFetf | $13,331 | – | 593 | +100.0% | 0.00% | – |
| SNAP | Buy | SNAP INC CL Astock | $14,898 | +2276.1% | 1,329 | +1798.6% | 0.00% | – |
| DOCU | Buy | DOCUSIGN INC COMstock | $14,284 | +8.3% | 245 | +2.9% | 0.00% | -20.0% |
| SSNC | Buy | SS&C TECHNOLOGIES HLDGS INC COMstock | $15,368 | +22.9% | 272 | +13.3% | 0.00% | -20.0% |
| FBHS | Buy | FORTUNE BRANDS INNOVATIONS INC COMstock | $11,981 | +11.0% | 204 | +7.9% | 0.00% | 0.0% |
| ETSY | Buy | ETSY INC COMstock | $14,473 | +3.3% | 130 | +11.1% | 0.00% | -20.0% |
| AAP | Buy | ADVANCE AUTO PARTS INC COMstock | $13,012 | -14.1% | 107 | +3.9% | 0.00% | -33.3% |
| FNDE | New | SCHWAB FUNDAMENTAL EMERGING MARKETS LARGE CO. INDEX ETFetf | $12,608 | – | 484 | +100.0% | 0.00% | – |
| TW | Buy | TRADEWEB MKTS INC CL Astock | $13,829 | +1231.0% | 175 | +993.8% | 0.00% | – |
| TTD | Buy | THE TRADE DESK INC COM CL Astock | $13,217 | +916.7% | 217 | +648.3% | 0.00% | +300.0% |
| TAP | Buy | MOLSON COORS BEVERAGE CO CL Bstock | $13,747 | +27.1% | 266 | +26.7% | 0.00% | 0.0% |
| SWK | Buy | STANLEY BLACK & DECKER INC COMstock | $12,570 | +9.4% | 156 | +2.0% | 0.00% | 0.0% |
| CHPT | Buy | CHARGEPOINT HOLDINGS INC COM CL Astock | $12,009 | +58.1% | 1,147 | +43.9% | 0.00% | +33.3% |
| TM | Buy | TOYOTA MOTOR CORP ADSadr | $15,303 | +8.8% | 108 | +4.9% | 0.00% | -20.0% |
| New | AEYE INC CL A COMstock | $12,062 | – | 38,315 | +100.0% | 0.00% | – | |
| Buy | BATH & BODY WORKS INC COMstock | $13,315 | -4.5% | 364 | +10.0% | 0.00% | -20.0% | |
| LSCC | Buy | LATTICE SEMICONDUCTOR CORP COMstock | $12,797 | +71.5% | 134 | +16.5% | 0.00% | +33.3% |
| XLC | New | COMMUNICATION SERVICES SELECT SECTOR SPDR FUNDetf | $13,802 | – | 238 | +100.0% | 0.00% | – |
| Buy | HALEON PLC SPON ADSadr | $13,553 | +61.7% | 1,665 | +58.9% | 0.00% | +33.3% | |
| SPAB | New | SPDR PORTFOLIO AGGREGATE BOND ETFetf | $14,313 | – | 555 | +100.0% | 0.00% | – |
| Buy | LIBERTY MEDIA CORP DEL COM LBTY SRM S Cstock | $12,931 | -14.2% | 462 | +20.0% | 0.00% | -33.3% | |
| VOT | Buy | VANGUARD MID-CAP GROWTH ETFetf | $12,476 | +10.2% | 64 | +1.6% | 0.00% | 0.0% |
| GSIE | Buy | GOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETFetf | $13,922 | +55588.0% | 452 | +45100.0% | 0.00% | – |
| MANH | Buy | MANHATTAN ASSOCIATES INC COMstock | $15,330 | +282.7% | 99 | +200.0% | 0.00% | +100.0% |
| DOV | Buy | DOVER CORP COMstock | $14,434 | +26.9% | 95 | +13.1% | 0.00% | 0.0% |
| ETR | Buy | ENTERGY CORP NEW COMstock | $14,868 | +23.5% | 138 | +29.0% | 0.00% | -20.0% |
| M | Buy | MACYS INC COMstock | $13,118 | -5.3% | 750 | +11.8% | 0.00% | -20.0% |
| AIQ | Buy | GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETFetf | $11,975 | +1254.6% | 487 | +1006.8% | 0.00% | – |
| L | Buy | LOEWS CORP COMstock | $15,317 | +11.3% | 264 | +11.9% | 0.00% | -20.0% |
| FAF | Buy | FIRST AMERN FINL CORP COMstock | $14,806 | +17.4% | 266 | +10.4% | 0.00% | -20.0% |
| THC | Buy | TENET HEALTHCARE CORP COM NEWstock | $12,419 | +173.7% | 209 | +124.7% | 0.00% | +100.0% |
| CINF | Buy | CINCINNATI FINL CORP COMstock | $14,795 | +502.2% | 132 | +450.0% | 0.00% | +300.0% |
| Buy | GXO LOGISTICS INCORPORATED COMMON STOCKstock | $13,675 | +208.0% | 271 | +160.6% | 0.00% | +100.0% | |
| SGEN | Buy | SEAGEN INC COMstock | $13,565 | +70.2% | 67 | +8.1% | 0.00% | +33.3% |
| DTE | Buy | DTE ENERGY CO COMstock | $12,816 | +21.2% | 117 | +30.0% | 0.00% | 0.0% |
| RYT | Buy | INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETFetf | $14,903 | +80.4% | 54 | +58.8% | 0.00% | +33.3% |
| KDP | Buy | KEURIG DR PEPPER INC COMstock | $13,724 | +10.9% | 389 | +12.1% | 0.00% | -20.0% |
| ICLN | Buy | ISHARES GLOBAL CLEAN ENERGY ETFetf | $13,490 | +5.7% | 682 | +6.1% | 0.00% | -20.0% |
| ORCC | Buy | BLUE OWL CAPITAL CORPORATION COMcef | $14,275 | +36.6% | 1,132 | +25.1% | 0.00% | 0.0% |
| AYX | New | ALTERYX INC COM CL Astock | $10,062 | – | 171 | +100.0% | 0.00% | – |
| NCLH | Buy | NORWEGIAN CRUISE LINE HLDG LTD SHSstock | $9,886 | +22.2% | 735 | +11.2% | 0.00% | 0.0% |
| DIOD | Buy | DIODES INC COMstock | $11,317 | +364.6% | 122 | +281.2% | 0.00% | +200.0% |
| New | DIMENSIONAL INTERNATIONAL HIGH PROFITABILITY ETFetf | $9,237 | – | 382 | +100.0% | 0.00% | – | |
| New | DIMENSIONAL EMERGING MARKETS HIGH PROFITABILITY ETFetf | $8,861 | – | 375 | +100.0% | 0.00% | – | |
| SMH | Buy | VANECK SEMICONDUCTOR ETFetf | $10,528 | +36.5% | 40 | +5.3% | 0.00% | 0.0% |
| EQR | Buy | EQUITY RESIDENTIAL SH BEN INTreit | $11,700 | +78.7% | 195 | +75.7% | 0.00% | 0.0% |
| DVA | Buy | DAVITA INC COMstock | $10,301 | +9.5% | 127 | +0.8% | 0.00% | -25.0% |
| DAR | Buy | DARLING INGREDIENTS INC COMstock | $9,344 | +47.8% | 160 | +58.4% | 0.00% | +50.0% |
| CBRL | Buy | CRACKER BARREL OLD CTRY STORE COMstock | $9,997 | +177.7% | 88 | +131.6% | 0.00% | +200.0% |
| AFG | Buy | AMERICAN FINL GROUP INC OHIO COMstock | $9,113 | -6.5% | 75 | +5.6% | 0.00% | -25.0% |
| TSP | Buy | TUSIMPLE HLDGS INC CL Astock | $9,442 | -4.4% | 6,423 | +6.6% | 0.00% | -25.0% |
| Buy | CIVITAS RESOURCES INC COM NEWstock | $11,071 | +21.7% | 162 | +3.2% | 0.00% | -25.0% | |
| VRSN | Buy | VERISIGN INC COMstock | $9,510 | +7.7% | 45 | +4.7% | 0.00% | 0.0% |
| CRL | Buy | CHARLES RIV LABS INTL INC COMstock | $10,696 | +32.7% | 53 | +43.2% | 0.00% | 0.0% |
| BLD | Buy | TOPBUILD CORP COMstock | $11,656 | +65.5% | 56 | +24.4% | 0.00% | 0.0% |
| CTLT | Buy | CATALENT INC COMstock | $10,514 | +46.9% | 160 | +0.6% | 0.00% | 0.0% |
| CCL | Buy | CARNIVAL CORP COMMON STOCKstock | $11,398 | +34.3% | 1,123 | +6.6% | 0.00% | 0.0% |
| CTEC | New | GLOBAL X CLEANTECH ETFetf | $10,953 | – | 688 | +100.0% | 0.00% | – |
| FINX | New | GLOBAL X FINTECH ETFetf | $10,410 | – | 500 | +100.0% | 0.00% | – |
| URA | New | GLOBAL X URANIUM ETFetf | $11,958 | – | 600 | +100.0% | 0.00% | – |
| TPR | Buy | TAPESTRY INC COMstock | $9,915 | +37.8% | 230 | +21.7% | 0.00% | 0.0% |
| HDB | Buy | HDFC BANK LTD SPONSORED ADSadr | $8,755 | +9520.9% | 131 | +13000.0% | 0.00% | – |
| HSY | Buy | HERSHEY CO COMstock | $10,176 | +25.6% | 40 | +14.3% | 0.00% | 0.0% |
| WAB | Buy | WABTEC COMstock | $8,795 | +109.7% | 87 | +107.1% | 0.00% | +50.0% |
| STEP | Buy | STEPSTONE GROUP INC COM CL Astock | $11,188 | +117.3% | 461 | +126.0% | 0.00% | +50.0% |
| SRCL | Buy | STERICYCLE INC COMstock | $10,161 | +2.3% | 233 | +17.1% | 0.00% | -25.0% |
| CBOE | Buy | CBOE GLOBAL MKTS INC COMstock | $10,605 | +116.7% | 79 | +102.6% | 0.00% | +50.0% |
| IFN | New | INDIA FD INC COMcef | $11,287 | – | 746 | +100.0% | 0.00% | – |
| RIG | New | TRANSOCEAN LTD REG SHSstock | $9,922 | – | 1,560 | +100.0% | 0.00% | – |
| AMCR | Buy | AMCOR PLC ORDstock | $9,548 | +1.7% | 839 | +6.5% | 0.00% | -25.0% |
| TSLX | Buy | SIXTH STREET SPECIALTY LENDING COMcef | $10,340 | +150.4% | 565 | +143.5% | 0.00% | +50.0% |
| WDC | Buy | WESTERN DIGITAL CORP. COMstock | $11,602 | +36.7% | 308 | +14.5% | 0.00% | 0.0% |
| WRK | Buy | WESTROCK CO COMstock | $11,335 | -1.4% | 372 | +13.8% | 0.00% | -25.0% |
| XMHQ | New | INVESCO S&P MIDCAP QUALITY ETFetf | $10,862 | – | 148 | +100.0% | 0.00% | – |
| PCY | Buy | INVESCO EMERGING MARKETS SOVEREIGN DEBT ETFetf | $11,297 | +3.0% | 589 | +0.3% | 0.00% | -25.0% |
| BIGZ | New | BLACKROCK INNOVATION AND GRW SHS BEN INTcef | $9,483 | – | 1,181 | +100.0% | 0.00% | – |
| PFG | Buy | PRINCIPAL FINANCIAL GROUP INC COMstock | $10,108 | +18.1% | 136 | +33.3% | 0.00% | 0.0% |
| BKI | Buy | BLACK KNIGHT INC COMstock | $9,670 | +148.6% | 168 | +166.7% | 0.00% | +50.0% |
| PINS | Buy | PINTEREST INC CL Astock | $8,917 | +17.0% | 327 | +4.1% | 0.00% | 0.0% |
| RPM | New | RPM INTL INC COMstock | $10,731 | – | 123 | +100.0% | 0.00% | – |
| WRB | Buy | BERKLEY W R CORP COMstock | $9,277 | +17.3% | 149 | +36.7% | 0.00% | 0.0% |
| PLTR | Buy | PALANTIR TECHNOLOGIES INC CL Astock | $11,289 | +34.7% | 1,336 | +2.4% | 0.00% | 0.0% |
| PD | New | PAGERDUTY INC COMstock | $9,969 | – | 285 | +100.0% | 0.00% | – |
| RDFN | Buy | REDFIN CORP COMstock | $9,803 | +2907.1% | 1,082 | +1305.2% | 0.00% | – |
| EFAV | Buy | ISHARES MSCI EAFE MIN VOL FACTOR ETFetf | $10,959 | +118.2% | 162 | +105.1% | 0.00% | +50.0% |
| PBF | Buy | PBF ENERGY INC CL Astock | $9,149 | +8.9% | 211 | +2.4% | 0.00% | 0.0% |
| ORI | New | OLD REP INTL CORP COMstock | $10,787 | – | 432 | +100.0% | 0.00% | – |
| IBDQ | New | ISHARES IBONDS DEC 2025 TERM CORPORATE ETFetf | $11,161 | – | 455 | +100.0% | 0.00% | – |
| IBDP | New | ISHARES IBONDS DEC 2024 TERM CORPORATE ETFetf | $11,115 | – | 452 | +100.0% | 0.00% | – |
| IBDT | New | ISHARES IBONDS DEC 2028 TERM CORPORATE ETFetf | $11,323 | – | 454 | +100.0% | 0.00% | – |
| NVO | Buy | NOVO-NORDISK A S ADRadr | $10,344 | +302.3% | 65 | +242.1% | 0.00% | +200.0% |
| IBTF | New | ISHARES IBONDS DEC 2025 TERM TREASURY ETFetf | $11,177 | – | 475 | +100.0% | 0.00% | – |
| IBTE | New | ISHARES IBONDS DEC 2024 TERM TREASURY ETFetf | $11,141 | – | 464 | +100.0% | 0.00% | – |
| NWL | Buy | NEWELL BRANDS INC COMstock | $9,940 | +0.3% | 799 | +5.4% | 0.00% | -25.0% |
| NYT | Buy | NEW YORK TIMES CO CL Astock | $9,914 | +22.2% | 255 | +2.0% | 0.00% | 0.0% |
| BLL | Buy | BALL CORP COMstock | $9,754 | +10.3% | 177 | +2.3% | 0.00% | 0.0% |
| SPSB | Buy | SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETFetf | $8,682 | +744.6% | 293 | +737.1% | 0.00% | – |
| LW | Buy | LAMB WESTON HLDGS INC COMstock | $9,302 | +65.2% | 89 | +41.3% | 0.00% | +50.0% |
| NGG | Buy | NATIONAL GRID PLC SPONSORED ADR NEadr | $10,946 | +13.4% | 161 | +0.6% | 0.00% | -25.0% |
| AN | Buy | AUTONATION INC COMstock | $10,211 | +30.4% | 76 | +4.1% | 0.00% | 0.0% |
| MP | Buy | MP MATERIALS CORP COM CL Astock | $9,162 | +211.8% | 325 | +168.6% | 0.00% | +200.0% |
| MTD | Buy | METTLER TOLEDO INTERNATIONAL COMstock | $9,181 | +58.8% | 6 | +50.0% | 0.00% | +50.0% |
| WOPEY | Buy | WOODSIDE ENERGY GROUP LTD SPONSORED ADRadr | $9,869 | +254.5% | 440 | +282.6% | 0.00% | +200.0% |
| SPEU | New | SPDR PORTFOLIO EUROPE ETFetf | $5,857 | – | 154 | +100.0% | 0.00% | – |
| IVE | New | ISHARES S&P 500 VALUE ETFetf | $5,160 | – | 34 | +100.0% | 0.00% | – |
| ZI | Buy | ZOOMINFO TECHNOLOGIES INC COMMON STOCKstock | $5,782 | +64.1% | 234 | +100.0% | 0.00% | +100.0% |
| BPOP | Buy | POPULAR INC COM NEWstock | $5,282 | -9.5% | 92 | +4.5% | 0.00% | 0.0% |
| IQV | Buy | IQVIA HLDGS INC COMstock | $8,033 | +10.8% | 40 | +14.3% | 0.00% | -33.3% |
| S | Buy | SENTINELONE INC CL Astock | $7,378 | +999.6% | 451 | +880.4% | 0.00% | – |
| UUP | New | INVESCO DB US DOLLAR INDEX BULLISH FUNDetf | $8,420 | – | 302 | +100.0% | 0.00% | – |
| DYNF | New | BLACKROCK U.S. EQUITY FACTOR ROTATION ETFetf | $6,417 | – | 198 | +100.0% | 0.00% | – |
| TAN | Buy | INVESCO SOLAR ETFetf | $5,822 | +62.9% | 75 | +53.1% | 0.00% | +100.0% |
| SWAV | New | SHOCKWAVE MED INC COMstock | $6,939 | – | 32 | +100.0% | 0.00% | – |
| BE | Buy | BLOOM ENERGY CORP COM CL Astock | $8,410 | +1529.8% | 422 | +1463.0% | 0.00% | – |
| BBVA | Buy | BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADRadr | $7,226 | +56.3% | 1,025 | +33.3% | 0.00% | 0.0% |
| XMLV | New | INVESCO S&P MIDCAP LOW VOLATILITY ETFetf | $5,450 | – | 104 | +100.0% | 0.00% | – |
| ALLE | Buy | ALLEGION PLC ORD SHSstock | $7,685 | +217.4% | 72 | +213.0% | 0.00% | +100.0% |
| CFR | Buy | CULLEN FROST BANKERS INC COMstock | $8,217 | +1128.3% | 78 | +1460.0% | 0.00% | – |
| GWX | New | SPDR S&P INTERNATIONAL SMALL CAP ETFetf | $6,070 | – | 196 | +100.0% | 0.00% | – |
| EXPE | Buy | EXPEDIA GROUP INC COM NEWstock | $8,248 | +29.0% | 85 | +16.4% | 0.00% | 0.0% |
| SKX | Buy | SKECHERS U S A INC CL Astock | $6,653 | +35.6% | 140 | +19.7% | 0.00% | 0.0% |
| AROC | Buy | ARCHROCK INC COMstock | $5,588 | +678.3% | 572 | +615.0% | 0.00% | – |
| KRG | Buy | KITE RLTY GROUP TR COM NEWreit | $7,740 | +8.8% | 370 | +9.5% | 0.00% | -33.3% |
| BRSP | Buy | BRIGHTSPIRE CAPITAL INC COM CL Areit | $8,142 | +366.9% | 1,380 | +392.9% | 0.00% | +100.0% |
| FNDC | New | SCHWAB FUNDAMENTAL INTERNATIONAL SMALL CO. INDEX ETFetf | $8,249 | – | 249 | +100.0% | 0.00% | – |
| KSS | Buy | KOHLS CORP COMstock | $6,850 | +16.4% | 291 | +24.9% | 0.00% | 0.0% |
| PHG | Buy | KONINKLIJKE PHILIPS N V NY REGIS SHS NEWadr | $5,927 | +50.4% | 323 | +22.8% | 0.00% | 0.0% |
| SON | Buy | SONOCO PRODS CO COMstock | $5,429 | +644.7% | 89 | +641.7% | 0.00% | – |
| EBND | New | SPDR BLOOMBERG EMERGING MARKETS LOCAL BOND ETFetf | $7,342 | – | 346 | +100.0% | 0.00% | – |
| MUFG | Buy | MITSUBISHI UFJ FINL GROUP INC SPONSORED ADSadr | $7,898 | +669.0% | 1,236 | +702.6% | 0.00% | – |
| DECK | Buy | DECKERS OUTDOOR CORP COMstock | $7,642 | +36.8% | 17 | +21.4% | 0.00% | 0.0% |
| New | MOBILEYE GLOBAL INC COMMON CLASS Astock | $5,236 | – | 121 | +100.0% | 0.00% | – | |
| HWM | Buy | HOWMET AEROSPACE INC COMstock | $5,381 | +46.8% | 127 | +36.6% | 0.00% | +100.0% |
| LVS | Buy | LAS VEGAS SANDS CORP COMstock | $6,090 | +34.8% | 106 | +12.8% | 0.00% | 0.0% |
| HOG | Buy | HARLEY DAVIDSON INC COMstock | $8,202 | -5.7% | 216 | +3.3% | 0.00% | -33.3% |
| ELS | Buy | EQUITY LIFESTYLE PPTYS INC COMreit | $7,854 | +913.4% | 117 | +875.0% | 0.00% | – |
| TFII | New | TFI INTL INC COMstock | $8,223 | – | 69 | +100.0% | 0.00% | – |
| AEM | New | AGNICO EAGLE MINES LTD COMstock | $5,301 | – | 104 | +100.0% | 0.00% | – |
| CZR | Buy | CAESARS ENTERTAINMENT INC NEW COMstock | $6,589 | +25.7% | 135 | +7.1% | 0.00% | 0.0% |
| TRGP | Buy | TARGA RES CORP COMstock | $8,243 | +2.9% | 113 | +3.7% | 0.00% | -33.3% |
| TRP | Buy | TC ENERGY CORP COMstock | $6,265 | +15.6% | 161 | +18.4% | 0.00% | 0.0% |
| GGG | Buy | GRACO INC COMstock | $5,549 | +293.0% | 76 | +261.9% | 0.00% | +100.0% |
| ALV | Buy | AUTOLIV INC COMstock | $8,309 | +27.7% | 89 | +4.7% | 0.00% | -33.3% |
| Buy | DRAFTKINGS INC NEW COM CL Astock | $6,079 | +696.7% | 314 | +368.7% | 0.00% | – | |
| XRAY | Buy | DENTSPLY SIRONA INC COMstock | $5,617 | +30.7% | 143 | +5.9% | 0.00% | 0.0% |
| KMX | Buy | CARMAX INC COMstock | $6,814 | +21.6% | 106 | +15.2% | 0.00% | 0.0% |
| BUZZ | New | VANECK SOCIAL SENTIMENT ETFetf | $6,086 | – | 408 | +100.0% | 0.00% | – |
| MOVE | New | MOVANO INC COMstock | $7,215 | – | 5,866 | +100.0% | 0.00% | – |
| GNRC | Buy | GENERAC HLDGS INC COMstock | $7,453 | +42.4% | 69 | +32.7% | 0.00% | 0.0% |
| GPS | Buy | GAP INC COMstock | $5,974 | -9.0% | 595 | +2.2% | 0.00% | -33.3% |
| New | DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETFetf | $5,874 | – | 249 | +100.0% | 0.00% | – | |
| GATX | Buy | GATX CORP COMstock | $7,591 | +87.8% | 69 | +81.6% | 0.00% | 0.0% |
| TTC | Buy | TORO CO COMstock | $5,891 | +108.2% | 53 | +112.0% | 0.00% | +100.0% |
| MOGA | Buy | MOOG INC CL Astock | $5,541 | +1478.6% | 55 | +1275.0% | 0.00% | – |
| AIN | New | ALBANY INTL CORP CL Astock | $7,328 | – | 82 | +100.0% | 0.00% | – |
| AAL | Buy | AMERICAN AIRLS GROUP INC COMstock | $8,245 | +55.1% | 559 | +33.7% | 0.00% | 0.0% |
| RNA | New | AVIDITY BIOSCIENCES INC COMstock | $7,890 | – | 514 | +100.0% | 0.00% | – |
| FSLR | New | FIRST SOLAR INC COMstock | $6,525 | – | 30 | +100.0% | 0.00% | – |
| CNMD | New | CONMED CORP COMstock | $5,712 | – | 55 | +100.0% | 0.00% | – |
| FITB | Buy | FIFTH THIRD BANCORP COMstock | $7,246 | +0.8% | 272 | +24.2% | 0.00% | -33.3% |
| RGLD | New | ROYAL GOLD INC COMstock | $5,578 | – | 43 | +100.0% | 0.00% | – |
| OMF | Buy | ONEMAIN HLDGS INC COMstock | $5,970 | +16.4% | 161 | +4.5% | 0.00% | 0.0% |
| OGN | Buy | ORGANON & CO COMMON STOCKstock | $7,911 | -15.2% | 336 | +0.6% | 0.00% | -50.0% |
| MASI | Buy | MASIMO CORP COMstock | $7,197 | +507.9% | 39 | +387.5% | 0.00% | – |
| RBLX | Buy | ROBLOX CORP CL Astock | $6,657 | +608.9% | 148 | +348.5% | 0.00% | – |
| OSK | Buy | OSHKOSH CORP COMstock | $7,985 | +1409.5% | 96 | +1500.0% | 0.00% | – |
| LQDH | Buy | ISHARES INTEREST RATE HEDGED CORPORATE BOND ETFetf | $7,239 | +15.9% | 79 | +14.5% | 0.00% | 0.0% |
| GSG | New | ISHARES S&P GSCI COMMODITY INDEXED TRUSTetf | $6,801 | – | 338 | +100.0% | 0.00% | – |
| AXNX | Buy | AXONICS INC COMstock | $7,911 | +3064.4% | 145 | +3525.0% | 0.00% | – |
| FFIV | Buy | F5 INC COMstock | $7,867 | +52.3% | 54 | +50.0% | 0.00% | 0.0% |
| PENN | Buy | PENN ENTERTAINMENT INC COMstock | $5,784 | +456.2% | 195 | +457.1% | 0.00% | – |
| SGOL | New | ABRDN PHYSICAL GOLD SHARES ETFetf | $3,774 | – | 200 | +100.0% | 0.00% | – |
| New | AMERICA MOVIL SAB DE CV SPON ADS RP CL Badr | $2,926 | – | 139 | +100.0% | 0.00% | – | |
| AEO | Buy | AMERICAN EAGLE OUTFITTERS INC COMstock | $4,459 | +82.5% | 332 | +89.7% | 0.00% | 0.0% |
| AMH | Buy | AMERICAN HOMES 4 RENT CL Areit | $2,547 | +111.2% | 81 | +102.5% | 0.00% | – |
| APA | Buy | APA CORPORATION COMstock | $4,471 | -20.2% | 124 | +3.3% | 0.00% | -50.0% |
| ARWR | Buy | ARROWHEAD PHARMACEUTICALS INC COMstock | $4,801 | +1590.5% | 189 | +2600.0% | 0.00% | – |
| AC | New | ASSOCIATED CAP GROUP INC CL Astock | $1,848 | – | 50 | +100.0% | 0.00% | – |
| BJ | Buy | BJS WHSL CLUB HLDGS INC COMstock | $3,347 | +405.6% | 44 | +340.0% | 0.00% | – |
| BWXT | Buy | BWX TECHNOLOGIES INC COMstock | $2,648 | +139.9% | 42 | +121.1% | 0.00% | – |
| BGNE | New | BEIGENE LTD SPONSORED ADRadr | $4,095 | – | 19 | +100.0% | 0.00% | – |
| BSY | Buy | BENTLEY SYS INC COM CL Bstock | $2,579 | +895.8% | 60 | +757.1% | 0.00% | – |
| BERY | New | BERRY GLOBAL GROUP INC COMstock | $1,826 | – | 31 | +100.0% | 0.00% | – |
| BHF | Buy | BRIGHTHOUSE FINL INC COMstock | $4,720 | -12.3% | 107 | +1.9% | 0.00% | -50.0% |
| BLDR | Buy | BUILDERS FIRSTSOURCE INC COMstock | $4,350 | +52.4% | 49 | +11.4% | 0.00% | 0.0% |
| CBT | New | CABOT CORP COMstock | $4,982 | – | 65 | +100.0% | 0.00% | – |
| CWT | Buy | CALIFORNIA WTR SVC GROUP COMstock | $2,444 | +347.6% | 42 | +366.7% | 0.00% | – |
| CSIQ | New | CANADIAN SOLAR INC COMstock | $5,096 | – | 128 | +100.0% | 0.00% | – |
| CDAY | Buy | CERIDIAN HCM HLDG INC COMstock | $2,856 | +34.9% | 39 | +18.2% | 0.00% | 0.0% |
| CC | Buy | CHEMOURS CO COMstock | $2,502 | +143.6% | 84 | +147.1% | 0.00% | – |
| CHH | New | CHOICE HOTELS INTL INC COMstock | $3,867 | – | 33 | +100.0% | 0.00% | – |
| CHCO | New | CITY HLDG CO COMstock | $3,363 | – | 37 | +100.0% | 0.00% | – |
| CLF | Buy | CLEVELAND-CLIFFS INC NEW COMstock | $2,786 | +170.2% | 152 | +137.5% | 0.00% | – |
| NET | Buy | CLOUDFLARE INC CL A COMstock | $2,220 | +207.1% | 36 | +125.0% | 0.00% | – |
| CCOI | Buy | COGENT COMMUNICATIONS HLDGS IN COM NEWstock | $3,059 | +53.1% | 48 | +37.1% | 0.00% | 0.0% |
| OFC | New | CORPORATE OFFICE PPTYS TR SH BEN INTreit | $3,414 | – | 144 | +100.0% | 0.00% | – |
| CCK | Buy | CROWN HLDGS INC COMstock | $2,233 | +59.7% | 27 | +58.8% | 0.00% | 0.0% |
| CUTR | New | CUTERA INC COMstock | $4,275 | – | 181 | +100.0% | 0.00% | – |
| DGICA | New | DONEGAL GROUP INC CL Astock | $2,078 | – | 136 | +100.0% | 0.00% | – |
| DASH | Buy | DOORDASH INC CL Astock | $2,733 | +99.9% | 43 | +53.6% | 0.00% | 0.0% |
| DBX | Buy | DROPBOX INC CL Astock | $3,157 | +243.9% | 146 | +256.1% | 0.00% | – |
| MJ | New | ETFMG ALTERNATIVE HARVEST ETFMG ALTERNATIVE HARVESTetf | $2,117 | – | 602 | +100.0% | 0.00% | – |
| EME | Buy | EMCOR GROUP INC COMstock | $3,740 | +32.9% | 23 | +21.1% | 0.00% | 0.0% |
| WTRG | Buy | ESSENTIAL UTILS INC COMstock | $2,444 | +326.5% | 56 | +366.7% | 0.00% | – |
| EXPO | Buy | EXPONENT INC COMstock | $3,888 | +12.1% | 39 | +11.4% | 0.00% | 0.0% |
| FDIS | New | FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETFetf | $2,095 | – | 32 | +100.0% | 0.00% | – |
| FENY | New | FIDELITY MSCI ENERGY INDEX ETFetf | $3,321 | – | 148 | +100.0% | 0.00% | – |
| FNCL | Buy | FIDELITY MSCI FINANCIALS INDEX ETFetf | $2,571 | +387.9% | 57 | +418.2% | 0.00% | – |
| FIDU | New | FIDELITY MSCI INDUSTRIAL INDEX ETFetf | $2,327 | – | 44 | +100.0% | 0.00% | – |
| FBND | New | FIDELITY TOTAL BOND ETFetf | $2,162 | – | 47 | +100.0% | 0.00% | – |
| FR | Buy | FIRST INDL RLTY TR INC COMreit | $4,894 | +53.7% | 92 | +39.4% | 0.00% | 0.0% |
| KNG | New | FT CBOE VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETFetf | $2,315 | – | 45 | +100.0% | 0.00% | – |
| FJAN | New | FT CBOE VEST U.S. EQUITY BUFFER ETF - JANUARYetf | $3,313 | – | 95 | +100.0% | 0.00% | – |
| New | FIRSTCASH HOLDINGS INC COMstock | $4,578 | – | 48 | +100.0% | 0.00% | – | |
| TILT | New | FLEXSHARES MORNINGSTAR US MARKET FACTOR TILT INDEX FUNDetf | $3,294 | – | 21 | +100.0% | 0.00% | – |
| QLC | New | FLEXSHARES US QUALITY LARGE CAP INDEX FUNDetf | $3,407 | – | 75 | +100.0% | 0.00% | – |
| TLTD | New | FLEXSHARES MORNINGSTAR DEVELOPED MARKETS EX-US FACTOR TILTetf | $3,480 | – | 54 | +100.0% | 0.00% | – |
| GBCI | Buy | GLACIER BANCORP INC NEW COMstock | $2,227 | +114.5% | 53 | +152.4% | 0.00% | – |
| BOTZ | Buy | GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETFetf | $2,042 | +44.0% | 80 | +15.9% | 0.00% | 0.0% |
| GMED | Buy | GLOBUS MED INC CL Astock | $3,625 | -20.0% | 64 | +4.9% | 0.00% | -50.0% |
| GDDY | Buy | GODADDY INC CL Astock | $1,710 | +14.3% | 22 | +10.0% | 0.00% | 0.0% |
| GEM | Buy | GOLDMAN SACHS ACTIVEBETA EMERGING MARKETS EQUITY ETFetf | $3,324 | +17394.7% | 112 | +11100.0% | 0.00% | – |
| GTIP | New | GOLDMAN SACHS ACCESS INFLATION PROTECTED USD BOND ETFetf | $3,016 | – | 60 | +100.0% | 0.00% | – |
| New | GOLDMAN SACHS ACCESS EMERGING MARKETS USD BOND ETFetf | $3,164 | – | 78 | +100.0% | 0.00% | – | |
| GIGB | New | GOLDMAN SACHS ACCESS INVESTMENT GRADE CORPORATE BOND ETFetf | $3,067 | – | 67 | +100.0% | 0.00% | – |
| GSSC | Buy | GOLDMAN SACHS ACTIVEBETA U.S. SMALL CAP EQUITY ETFetf | $4,688 | +18652.0% | 84 | +100.0% | 0.00% | – |
| GT | Buy | GOODYEAR TIRE & RUBR CO COMstock | $2,413 | +150.3% | 219 | +130.5% | 0.00% | – |
| GSBC | New | GREAT SOUTHN BANCORP INC COMstock | $3,091 | – | 61 | +100.0% | 0.00% | – |
| HRI | Buy | HERC HLDGS INC COMstock | $4,670 | +195.8% | 41 | +241.7% | 0.00% | 0.0% |
| HMN | Buy | HORACE MANN EDUCATORS CORP NEW COMstock | $3,415 | +730.9% | 102 | +827.3% | 0.00% | – |
| ITT | Buy | ITT INC COMstock | $2,071 | +410.1% | 24 | +380.0% | 0.00% | – |
| IBN | New | ICICI BANK LIMITED ADRadr | $2,244 | – | 104 | +100.0% | 0.00% | – |
| IDA | Buy | IDACORP INC COMstock | $2,058 | +59.0% | 19 | +58.3% | 0.00% | 0.0% |
| AAON | New | AAON INC COM PAR USD0.004stock | $4,448 | – | 46 | +100.0% | 0.00% | – |
| PODD | Buy | INSULET CORP COMstock | $2,871 | +39.3% | 9 | +28.6% | 0.00% | 0.0% |
| XSLV | New | INVESCO S&P SMALLCAP LOW VOLATILITY ETFetf | $2,499 | – | 59 | +100.0% | 0.00% | – |
| EWY | New | ISHARES MSCI SOUTH KOREA ETFetf | $1,714 | – | 28 | +100.0% | 0.00% | – |
| IXJ | New | ISHARES GLOBAL HEALTHCARE ETFetf | $2,584 | – | 31 | +100.0% | 0.00% | – |
| EWT | New | ISHARES MSCI TAIWAN ETFetf | $2,402 | – | 53 | +100.0% | 0.00% | – |
| CRBN | New | ISHARES MSCI ACWI LOW CARBON TARGET ETFetf | $4,586 | – | 31 | +100.0% | 0.00% | – |
| IEUR | New | ISHARES CORE MSCI EUROPE ETFetf | $3,876 | – | 74 | +100.0% | 0.00% | – |
| IDEV | Buy | ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETFetf | $2,119 | +105850.0% | 35 | +100.0% | 0.00% | – |
| HYXF | Buy | ISHARES ESG ADVANCED HIGH YIELD CORPORATE BOND ETFetf | $2,884 | +9.4% | 65 | +6.6% | 0.00% | 0.0% |
| Buy | KYNDRYL HLDGS INC COMMON STOCKstock | $3,070 | +78.1% | 208 | +34.2% | 0.00% | 0.0% | |
| Buy | LIBERTY MEDIA CORP DEL COM LBTY ONE S Cstock | $2,320 | +43.7% | 31 | +14.8% | 0.00% | 0.0% | |
| LUMN | Buy | LUMEN TECHNOLOGIES INC COMstock | $2,934 | -36.6% | 1,107 | +24.9% | 0.00% | -50.0% |
| LAZR | Buy | LUMINAR TECHNOLOGIES INC COM CL Astock | $2,615 | +560.4% | 403 | +403.8% | 0.00% | – |
| MBI | New | MBIA INC COMstock | $2,056 | – | 222 | +100.0% | 0.00% | – |
| MSA | New | MSA SAFETY INC COMstock | $2,270 | – | 17 | +100.0% | 0.00% | – |
| MGY | Buy | MAGNOLIA OIL & GAS CORP CL Astock | $4,092 | -3.6% | 187 | +3.3% | 0.00% | -50.0% |
| MORN | New | MORNINGSTAR INC COMstock | $2,842 | – | 14 | +100.0% | 0.00% | – |
| MYGN | Buy | MYRIAD GENETICS INC COMstock | $4,971 | +2180.3% | 214 | +1326.7% | 0.00% | – |
| NOV | Buy | NOV INC COMstock | $1,832 | +9.6% | 99 | +23.8% | 0.00% | 0.0% |
| NATI | Buy | NATIONAL INSTRS CORP COMstock | $4,455 | +72.5% | 85 | +21.4% | 0.00% | 0.0% |
| NICE | Buy | NICE LTD SPONSORED ADRadr | $2,518 | +1211.5% | 11 | +1000.0% | 0.00% | – |
| PNM | Buy | PNM RES INC COMstock | $2,191 | +72.7% | 45 | +73.1% | 0.00% | – |
| PKBK | New | PARKE BANCORP INC COMstock | $2,365 | – | 133 | +100.0% | 0.00% | – |
| PLNT | New | PLANET FITNESS INC CL Astock | $2,330 | – | 30 | +100.0% | 0.00% | – |
| Buy | RXO INC COMMON STOCKstock | $2,534 | +63.7% | 129 | +43.3% | 0.00% | 0.0% | |
| UTG | New | REAVES UTIL INCOME FD COM SH BEN INTcef | $2,270 | – | 80 | +100.0% | 0.00% | – |
| SPTI | Buy | SPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETFetf | $4,328 | +61.0% | 150 | +57.9% | 0.00% | 0.0% |
| MDYG | Buy | SPDR S&P 400 MID CAP GROWTH ETFetf | $3,490 | +57.1% | 51 | +50.0% | 0.00% | 0.0% |
| SCHC | Buy | SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETFetf | $4,888 | +1839.7% | 145 | +1712.5% | 0.00% | – |
| SCCO | Buy | SOUTHERN COPPER CORP COMstock | $3,126 | +29.4% | 41 | +2.5% | 0.00% | 0.0% |
| SWN | Buy | SOUTHWESTERN ENERGY CO COMstock | $1,995 | -5.3% | 399 | +10.8% | 0.00% | 0.0% |
| SNV | Buy | SYNOVUS FINL CORP COM NEWstock | $1,788 | +429.0% | 58 | +544.4% | 0.00% | – |
| SYNH | Buy | SYNEOS HEALTH INC CL Astock | $2,885 | +67.3% | 81 | +72.3% | 0.00% | 0.0% |
| GLG | New | TD HLDGS INC COM NEWstock | $1,860 | – | 2,000 | +100.0% | 0.00% | – |
| New | TOAST INC CL Astock | $4,864 | – | 274 | +100.0% | 0.00% | – | |
| TRU | Buy | TRANSUNION COMstock | $2,921 | +543.4% | 47 | +487.5% | 0.00% | – |
| TNL | New | TRAVEL PLUS LEISURE CO COMstock | $3,058 | – | 78 | +100.0% | 0.00% | – |
| TRMB | Buy | TRIMBLE INC COMstock | $3,250 | +73.7% | 62 | +67.6% | 0.00% | 0.0% |
| VMI | New | VALMONT INDS INC COMstock | $2,235 | – | 7 | +100.0% | 0.00% | – |
| EMLC | Buy | VANECK J. P. MORGAN EM LOCAL CURRENCY BOND ETFetf | $2,980 | +36.6% | 118 | +31.1% | 0.00% | 0.0% |
| REMX | New | VANECK RARE EARTH/STRATEGIC METALS ETFetf | $3,210 | – | 39 | +100.0% | 0.00% | – |
| IVOO | Buy | VANGUARD S&P MID-CAP 400 ETFetf | $4,065 | +3.5% | 48 | +100.0% | 0.00% | -50.0% |
| VNQI | Buy | VANGUARD GLOBAL EX-U.S. REAL ESTATE ETFetf | $2,169 | +123.6% | 53 | +130.4% | 0.00% | – |
| VNT | Buy | VONTIER CORPORATION COMstock | $5,003 | +96.0% | 183 | +38.6% | 0.00% | 0.0% |
| WBS | Buy | WEBSTER FINL CORP COMstock | $4,809 | +464.4% | 122 | +577.8% | 0.00% | – |
| WEN | New | WENDYS CO COMstock | $3,202 | – | 147 | +100.0% | 0.00% | – |
| WWD | Buy | WOODWARD INC COMstock | $4,771 | +5.1% | 49 | +4.3% | 0.00% | -50.0% |
| YORW | New | YORK WTR CO COMstock | $3,397 | – | 76 | +100.0% | 0.00% | – |
| DOX | Buy | AMDOCS LTD SHSstock | $2,017 | +23.3% | 21 | +16.7% | 0.00% | 0.0% |
| BEP | Buy | BROOKFIELD RENEWABLE PARTNERS PARTNERSHIP UNITstock | $2,773 | +154.4% | 88 | +104.7% | 0.00% | – |
| G | Buy | GENPACT LIMITED SHSstock | $2,727 | +1075.4% | 59 | +1080.0% | 0.00% | – |
| JAZZ | Buy | JAZZ PHARMACEUTICALS PLC SHS USDstock | $3,805 | -0.5% | 26 | +8.3% | 0.00% | 0.0% |
| ESTC | Buy | ELASTIC N V ORD SHSstock | $2,249 | +1035.9% | 39 | +875.0% | 0.00% | – |
| MASS | New | 908 DEVICES INC COMstock | $138 | – | 16 | +100.0% | 0.00% | – |
| NYCB | Buy | NEW YORK CMNTY BANCORP INC COMstock | $1,492 | +1056.6% | 165 | +1000.0% | 0.00% | – |
| SLYG | New | SPDR S&P 600 SMALL CAP GROWTH ETFetf | $1,549 | – | 21 | +100.0% | 0.00% | – |
| NGVC | Buy | NATURAL GROCERS BY VITAMIN COT COMstock | $1,669 | +157.2% | 142 | +100.0% | 0.00% | – |
| RWR | New | SPDR DOW JONES REIT ETFetf | $444 | – | 5 | +100.0% | 0.00% | – |
| OXSQ | Buy | OXFORD SQUARE CAP CORP COMcef | $922 | +4.4% | 292 | +3.2% | 0.00% | – |
| OXLC | Buy | OXFORD LANE CAP CORP COMcef | $1,233 | +7.4% | 236 | +4.4% | 0.00% | – |
| CGNT | Exit | COGNYTE SOFTWARE LTD ORD SHSstock | $0 | – | 0 | +100.0% | 0.00% | – |
| RKT | Buy | ROCKET COS INC COM CL Astock | $634 | +201.9% | 70 | +133.3% | 0.00% | – |
| OMCL | Buy | OMNICELL COM COMstock | $821 | +35.7% | 14 | +16.7% | 0.00% | – |
| OCGN | New | OCUGEN INC COMstock | $427 | – | 500 | +100.0% | 0.00% | – |
| NVAX | Buy | NOVAVAX INC COM NEWstock | $83 | -19.4% | 12 | +20.0% | 0.00% | – |
| SJW | New | SJW GROUP COMstock | $685 | – | 9 | +100.0% | 0.00% | – |
| SM | New | SM ENERGY CO COMstock | $141 | – | 5 | +100.0% | 0.00% | – |
| MUR | Buy | MURPHY OIL CORP COMstock | $1,183 | +1.9% | 32 | +18.5% | 0.00% | – |
| New | MIND MEDICINE MINDMED INC COM NEWstock | $317 | – | 100 | +100.0% | 0.00% | – | |
| TOTL | New | SPDR DOUBLELINE TOTAL RETURN TACTICAL ETFetf | $574 | – | 14 | +100.0% | 0.00% | – |
| MSTR | Buy | MICROSTRATEGY INC CL A NEWstock | $877 | – | 3 | +100.0% | 0.00% | – |
| SHM | Buy | SPDR NUVEEN BLOOMBERG SHORT TERM MUNICIPAL BOND ETFetf | $15 | 0.0% | 0 | +100.0% | 0.00% | – |
| SHE | New | SPDR MSCI USA GENDER DIVERSITY ETFetf | $1,276 | – | 15 | +100.0% | 0.00% | – |
| NKTR | Exit | NEKTAR THERAPEUTICS COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| MRVI | New | MARAVAI LIFESCIENCES HLDGS INC COM CL Astock | $140 | – | 10 | +100.0% | 0.00% | – |
| EFAX | New | SPDR MSCI EAFE FOSSIL FUEL FREE ETFetf | $1,259 | – | 34 | +100.0% | 0.00% | – |
| EEMX | New | SPDR MSCI EMERGING MARKETS FOSSIL FUEL FREE ETFetf | $753 | – | 25 | +100.0% | 0.00% | – |
| VXRT | Exit | VAXART INC COM NEWstock | $0 | – | 0 | +100.0% | 0.00% | – |
| LECO | New | LINCOLN ELEC HLDGS INC COMstock | $507 | – | 3 | +100.0% | 0.00% | – |
| XPEV | Exit | XPENG INC ADSadr | $0 | – | 0 | +100.0% | 0.00% | – |
| USA | Buy | LIBERTY ALL STAR EQUITY FD SH BEN INTcef | $1 | – | 0 | +100.0% | 0.00% | – |
| LEXX | New | LEXARIA BIOSCIENCE CORP COM NEWstock | $452 | – | 166 | +100.0% | 0.00% | – |
| LSTR | Buy | LANDSTAR SYS INC COMstock | $1,434 | +46.8% | 8 | +33.3% | 0.00% | – |
| LPLA | Buy | LPL FINL HLDGS INC COMstock | $1,012 | +134.3% | 5 | +150.0% | 0.00% | – |
| New | JAGUAR HEALTH INC COMstock | $1 | – | 2 | +100.0% | 0.00% | – | |
| SAIC | Buy | SCIENCE APPLICATIONS INTL CORP COMstock | $1,182 | +166.2% | 11 | +175.0% | 0.00% | – |
| SGMS | New | LIGHT & WONDER INC COMstock | $120 | – | 2 | +100.0% | 0.00% | – |
| BGRN | New | ISHARES TRUST ISHARES USD GREEN BOND ETFetf | $1,507 | – | 32 | +100.0% | 0.00% | – |
| REET | New | ISHARES GLOBAL REIT ETFetf | $115 | – | 5 | +100.0% | 0.00% | – |
| PICK | New | ISHARES MSCI GLOBAL METALS & MINING PRODUCERS ETFetf | $43 | – | 1 | +100.0% | 0.00% | – |
| IEDI | New | ISHARES U.S. CONSUMER FOCUSED ETFetf | $1,510 | – | 40 | +100.0% | 0.00% | – |
| AOR | New | ISHARES CORE GROWTH ALLOCATION ETFetf | $106 | – | 2 | +100.0% | 0.00% | – |
| SPH | Exit | SUBURBAN PROPANE PARTNERS L P UNIT LTD PARTNstock | $0 | – | 0 | +100.0% | 0.00% | – |
| IYM | New | ISHARES U.S. BASIC MATERIALS ETFetf | $398 | – | 3 | +100.0% | 0.00% | – |
| IYF | New | ISHARES U.S. FINANCIALS ETFetf | $1,067 | – | 15 | +100.0% | 0.00% | – |
| IYJ | New | ISHARES U.S. INDUSTRIALS ETFetf | $1,202 | – | 12 | +100.0% | 0.00% | – |
| SIGI | New | SELECTIVE INS GROUP INC COMstock | $381 | – | 4 | +100.0% | 0.00% | – |
| IYZ | New | ISHARES U.S. TELECOMMUNICATIONS ETFetf | $973 | – | 42 | +100.0% | 0.00% | – |
| IRDM | Buy | IRIDIUM COMMUNICATIONS INC COMstock | $1,672 | +55.0% | 27 | +28.6% | 0.00% | – |
| IOVA | New | IOVANCE BIOTHERAPEUTICS INC COMstock | $226 | – | 37 | +100.0% | 0.00% | – |
| OMFL | New | INVESCO RUSSELL 1000 DYNAMIC MULTIFACTOR ETFetf | $1,209 | – | 26 | +100.0% | 0.00% | – |
| QQQM | New | INVESCO NASDAQ 100 ETFetf | $1,320 | – | 10 | +100.0% | 0.00% | – |
| PXH | New | INVESCO FTSE RAFI EMERGING MARKETS ETFetf | $37 | – | 2 | +100.0% | 0.00% | – |
| BSRR | New | SIERRA BANCORP COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| GTO | New | INVESCO TOTAL RETURN BOND ETFetf | $1,180 | – | 25 | +100.0% | 0.00% | – |
| IDCC | New | INTERDIGITAL INC COMstock | $292 | – | 4 | +100.0% | 0.00% | – |
| FNK | Exit | FIRST TRUST MID CAP VALUE ALPHADEX FUNDetf | $0 | – | 0 | +100.0% | 0.00% | – |
| IPAR | New | INTER PARFUMS INC COMstock | $427 | – | 3 | +100.0% | 0.00% | – |
| IART | Buy | INTEGRA LIFESCIENCES HLDGS CP COM NEWstock | $976 | +248.6% | 17 | +240.0% | 0.00% | – |
| NSP | New | INSPERITY INC COMstock | $1,337 | – | 11 | +100.0% | 0.00% | – |
| SOFI | Buy | SOFI TECHNOLOGIES INC COMstock | $607 | +152.9% | 100 | +92.3% | 0.00% | – |
| INFY | New | INFOSYS LTD SPONSORED ADRadr | $174 | – | 10 | +100.0% | 0.00% | – |
| SHC | Buy | SOTERA HEALTH CO COMstock | $1,451 | +160.0% | 81 | +20.9% | 0.00% | – |
| INDT | New | INDUS REALTY TRUST INC COMstock | $199 | – | 3 | +100.0% | 0.00% | – |
| HPP | New | HUDSON PAC PPTYS INC COMreit | $1,357 | – | 204 | +100.0% | 0.00% | – |
| Buy | STELLAR BANCORP INC COMstock | $861 | +224.9% | 35 | +288.9% | 0.00% | – | |
| SFIX | Buy | STITCH FIX INC COM CL Astock | $1,145 | +343.8% | 224 | +169.9% | 0.00% | – |
| OPEN | Exit | OPENDOOR TECHNOLOGIES INC COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| New | SYROS PHARMACEUTICALS INC COM NEWstock | $53 | – | 20 | +100.0% | 0.00% | – | |
| HALO | New | HALOZYME THERAPEUTICS INC COMstock | $191 | – | 5 | +100.0% | 0.00% | – |
| GH | Buy | GUARDANT HEALTH INC COMstock | $281 | +3.3% | 12 | +20.0% | 0.00% | – |
| TTM | Buy | TATA MTRS LTD SPONSORED ADRadr | $0 | -100.0% | 142 | +389.7% | 0.00% | – |
| GHYB | Buy | GOLDMAN SACHS ACCESS HIGH YIELD CORPORATE BOND ETFetf | $21 | +5.0% | 0 | +100.0% | 0.00% | – |
| DIV | New | GLOBAL X SUPERDIVIDEND US ETFetf | $177 | – | 10 | +100.0% | 0.00% | – |
| New | KARTOON STUDIOS INC. COM NEWstock | $303 | – | 111 | +100.0% | 0.00% | – | |
| GNTX | Buy | GENTEX CORP COMstock | $505 | +85.0% | 18 | +80.0% | 0.00% | – |
| New | FUTURE FINTECH GROUP INC COM NEWstock | $53 | – | 50 | +100.0% | 0.00% | – | |
| THO | New | THOR INDS INC COMstock | $159 | – | 2 | +100.0% | 0.00% | – |
| SFY | New | SOFI SELECT 500 ETFetf | $6 | – | 0 | +100.0% | 0.00% | – |
| SFYX | New | SOFI NEXT 500 ETFetf | $0 | – | 0 | +100.0% | 0.00% | – |
| FCPT | New | FOUR CORNERS PPTY TR INC COMreit | $1,289 | – | 48 | +100.0% | 0.00% | – |
| FRSX | New | FORESIGHT AUTONOMOUS HLDGS LTD SPONSORED ADRadr | $21 | – | 50 | +100.0% | 0.00% | – |
| FMX | New | FOMENTO ECONOMICO MEXICANO SAB SPON ADR UNITSadr | $1,618 | – | 17 | +100.0% | 0.00% | – |
| New | TOUGHBUILT INDS INC COMstock | $7 | – | 6 | +100.0% | 0.00% | – | |
| FND | Buy | FLOOR & DECOR HLDGS INC CL Astock | $589 | +323.7% | 6 | +200.0% | 0.00% | – |
| NFRA | New | FLEXSHARES STOXX GLOBAL BROAD INFRASTRUCTURE INDEX FUNDetf | $416 | – | 8 | +100.0% | 0.00% | – |
| GQRE | New | FLEXSHARES GLOBAL QUALITY REAL ESTATE INDEX FUNDetf | $106 | – | 2 | +100.0% | 0.00% | – |
| HYGV | New | FLEXSHARES HIGH YIELD VALUE-SCORED US BOND INDEX FUNDetf | $1,466 | – | 36 | +100.0% | 0.00% | – |
| TLTE | New | FLEXSHARES MORNINGSTAR EMERGING MARKETS FACTOR TILT INDEXetf | $982 | – | 20 | +100.0% | 0.00% | – |
| TGI | Buy | TRIUMPH GROUP INC NEW COMstock | $1,066 | +249.5% | 92 | +217.2% | 0.00% | – |
| DJAN | New | FT CBOE VEST U.S. EQUITY DEEP BUFFER ETF - JANUARYetf | $1,121 | – | 36 | +100.0% | 0.00% | – |
| CLAR | Exit | CLARUS CORP NEW COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| FFIN | New | FIRST FINL BANKSHARES INC COMstock | $1,308 | – | 41 | +100.0% | 0.00% | – |
| FMAT | New | FIDELITY MSCI MATERIALS INDEX ETFetf | $1,641 | – | 36 | +100.0% | 0.00% | – |
| FCOM | New | FIDELITY MSCI COMMUNICATION SERVICES INDEX ETFetf | $1,647 | – | 45 | +100.0% | 0.00% | – |
| X | Buy | UNITED STATES STL CORP NEW COMstock | $887 | +36.3% | 34 | +30.8% | 0.00% | – |
| UNTY | New | UNITY BANCORP INC COMstock | $1,049 | – | 46 | +100.0% | 0.00% | – |
| UHT | New | UNIVERSAL HEALTH RLTY INCOME T SH BEN INTreit | $0 | – | 0 | +100.0% | 0.00% | – |
| Buy | EXELA TECHNOLOGIES INC COMstock | $0 | – | 0 | +100.0% | 0.00% | – | |
| JETS | Exit | U.S. GLOBAL JETS ETFetf | $0 | – | 0 | +100.0% | 0.00% | – |
| STAA | Exit | STAAR SURGICAL CO COM PAR USD0.01stock | $0 | – | 0 | +100.0% | 0.00% | – |
| VOTE | New | ENGINE NO. 1 TRANSFORM 500 ETFetf | $523 | – | 11 | +100.0% | 0.00% | – |
| ESRT | Buy | EMPIRE ST RLTY TR INC CL Areit | $980 | +34.6% | 151 | +39.8% | 0.00% | – |
| ELAN | Buy | ELANCO ANIMAL HEALTH INC COMstock | $254 | – | 27 | +100.0% | 0.00% | – |
| EWBC | Buy | EAST WEST BANCORP INC COMstock | $1,443 | -0.5% | 26 | +18.2% | 0.00% | -100.0% |
| EXP | New | EAGLE MATLS INC COMstock | $294 | – | 2 | +100.0% | 0.00% | – |
| New | DRAFTKINGS INC NEW COM CL Acall | $4 | – | 200 | +100.0% | 0.00% | – | |
| DCI | Buy | DONALDSON INC COMstock | $588 | +150.2% | 9 | +125.0% | 0.00% | – |
| DTM | Buy | DT MIDSTREAM INC COMMON STOCKstock | $642 | -3.2% | 13 | +8.3% | 0.00% | – |
| HAUZ | New | DBX ETF TRUST - XTRACKERS INTERNATIONAL REAL ESTATE ETFetf | $1,577 | – | 75 | +100.0% | 0.00% | – |
| BBCP | New | CONCRETE PUMPING HLDGS INC COMstock | $116 | – | 17 | +100.0% | 0.00% | – |
| CMPS | New | COMPASS PATHWAYS PLC SPONSORED ADSadr | $993 | – | 100 | +100.0% | 0.00% | – |
| CMCO | Buy | COLUMBUS MCKINNON CORP N Y COMstock | $966 | +325.6% | 26 | +271.4% | 0.00% | – |
| CLPR | New | CLIPPER RLTY INC COMreit | $1,142 | – | 199 | +100.0% | 0.00% | – |
| CHX | New | CHAMPIONX CORPORATION COMstock | $244 | – | 9 | +100.0% | 0.00% | – |
| CELH | New | CELSIUS HLDGS INC COM NEWstock | $1,394 | – | 15 | +100.0% | 0.00% | – |
| CASY | New | CASEYS GEN STORES INC COMstock | $433 | – | 2 | +100.0% | 0.00% | – |
| VRT | New | VERTIV HOLDINGS CO COM CL Astock | $1,388 | – | 97 | +100.0% | 0.00% | – |
| CG | Buy | CARLYLE GROUP INC COMstock | $1,460 | +19.4% | 47 | +14.6% | 0.00% | – |
| AINV | Exit | MIDCAP FINANCIAL INVSTMNT CORP COM NEWcef | $0 | – | 0 | +100.0% | 0.00% | – |
| SPCE | Buy | VIRGIN GALACTIC HOLDINGS INC COMstock | $1,316 | +1412.6% | 325 | +1200.0% | 0.00% | – |
| New | VIRGIN GALACTIC HOLDINGS INC COMcall | $2 | – | 500 | +100.0% | 0.00% | – | |
| VST | Buy | VISTRA CORP COMstock | $912 | +63.7% | 38 | +58.3% | 0.00% | – |
| CNI | Buy | CANADIAN NATL RY CO COMstock | $1,234 | +2185.2% | 10 | +100.0% | 0.00% | – |
| New | CAMBER ENERGY INC COMstock | $2 | – | 1 | +100.0% | 0.00% | – | |
| IDE | New | VOYA INFRASTRUCTURE INDLS & MT COMcef | $347 | – | 36 | +100.0% | 0.00% | – |
| VRM | New | VROOM INC COMstock | $539 | – | 600 | +100.0% | 0.00% | – |
| New | VROOM INC COMcall | $0 | – | 400 | +100.0% | 0.00% | – | |
| MAPS | New | WM TECHNOLOGY INC COMstock | $21 | – | 25 | +100.0% | 0.00% | – |
| AI | Buy | C3 AI INC CL Astock | $302 | – | 9 | +100.0% | 0.00% | – |
| BURL | Buy | BURLINGTON STORES INC COMstock | $1,415 | +597.0% | 7 | +600.0% | 0.00% | – |
| WCN | New | WASTE CONNECTIONS INC COMstock | $417 | – | 3 | +100.0% | 0.00% | – |
| EAT | Buy | BRINKER INTL INC COMstock | $1,406 | +132.0% | 37 | +94.7% | 0.00% | – |
| HBNC | Exit | HORIZON BANCORP INC COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| TAL | Exit | TAL EDUCATION GROUP SPONSORED ADSadr | $0 | – | 0 | +100.0% | 0.00% | – |
| WAL | Buy | WESTERN ALLIANCE BANCORP COMstock | $320 | -10.4% | 9 | +50.0% | 0.00% | – |
| BPMC | Buy | BLUEPRINT MEDICINES CORP COMstock | $270 | +106.1% | 6 | +100.0% | 0.00% | – |
| BB | Buy | BLACKBERRY LTD COMstock | $575 | +71.1% | 126 | +22.3% | 0.00% | – |
| PBA | Exit | PEMBINA PIPELINE CORP COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| OZK | Buy | BANK OZK LITTLE ROCK ARK COMstock | $445 | +39.1% | 13 | +62.5% | 0.00% | – |
| CAR | Buy | AVIS BUDGET GROUP COMstock | $1,558 | +850.0% | 8 | +700.0% | 0.00% | – |
| ASPY | New | ASYMMETRIC SMART S&P 500 ETFetf | $523 | – | 20 | +100.0% | 0.00% | – |
| ZG | New | ZILLOW GROUP INC CL Astock | $437 | – | 10 | +100.0% | 0.00% | – |
| Z | Buy | ZILLOW GROUP INC CL C CAP STKstock | $623 | +76.0% | 14 | +27.3% | 0.00% | – |
| ARTNA | New | ARTESIAN RES CORP CL Astock | $111 | – | 2 | +100.0% | 0.00% | – |
| ZOM | New | ZOMEDICA CORP COMstock | $213 | – | 1,008 | +100.0% | 0.00% | – |
| ATR | New | APTARGROUP INC COMstock | $355 | – | 3 | +100.0% | 0.00% | – |
| APP | Buy | APPLOVIN CORP COM CL Astock | $1,229 | +82.3% | 78 | +21.9% | 0.00% | – |
| New | BORQS TECHNOLOGIES INC SHS NEWstock | $16 | – | 63 | +100.0% | 0.00% | – | |
| GHRS | New | GH RESEARCH PLC ORDINARY SHARESstock | $799 | – | 100 | +100.0% | 0.00% | – |
| ABEV | Buy | AMBEV SA SPONSORED ADRadr | $1,010 | +134.9% | 358 | +126.6% | 0.00% | – |
| RPRX | Buy | ROYALTY PHARMA PLC SHS CLASS Astock | $1,369 | +591.4% | 38 | +660.0% | 0.00% | – |
| ALSN | New | ALLISON TRANSMISSION HLDGS INC COMstock | $1,357 | – | 30 | +100.0% | 0.00% | – |
| STNE | Buy | STONECO LTD COM CL Astock | $725 | +8.2% | 76 | +7.0% | 0.00% | – |
| PRGO | New | PERRIGO CO PLC SHSstock | $1,291 | – | 36 | +100.0% | 0.00% | – |
| XP | New | XP INC CL Astock | $226 | – | 19 | +100.0% | 0.00% | – |
| AFRM | Buy | AFFIRM HLDGS INC COM CL Astock | $755 | +291.2% | 67 | +235.0% | 0.00% | – |
| AMC | New | AMC ENTMT HLDGS INC CL A COMstock | $306 | – | 61 | +100.0% | 0.00% | – |
| CTRM | New | CASTOR MARITIME INC SHS NEWstock | $77 | – | 98 | +100.0% | 0.00% | – |
| New | TORO CORP COMstock | $24 | – | 9 | +100.0% | 0.00% | – | |
| PCSA | New | PROCESSA PHARMACEUTICALS INC COM NEWstock | $244 | – | 487 | +100.0% | 0.00% | – |
| PINC | Buy | PREMIER INC CL Astock | $1,457 | +73.5% | 45 | +87.5% | 0.00% | – |
| TOLZ | New | PROSHARES DJ BROOKFIELD GLOBAL INFRASTRUCTURE ETFetf | $909 | – | 20 | +100.0% | 0.00% | – |
| RXDX | New | PROMETHEUS BIOSCIENCES INC COMstock | $644 | – | 6 | +100.0% | 0.00% | – |
| PTRA | Buy | PROTERRA INC COMstock | $112 | -58.7% | 74 | +2.8% | 0.00% | – |
| LTPZ | Buy | PIMCO 15 YEAR US TIPS INDEX ETFetf | $10 | 0.0% | 0 | +100.0% | 0.00% | – |
| TLK | New | P T TELEKOMUNIKASI INDONESIA SPONSORED ADRadr | $709 | – | 26 | +100.0% | 0.00% | – |
| PFGC | Buy | PERFORMANCE FOOD GROUP CO COMstock | $543 | +210.3% | 9 | +200.0% | 0.00% | – |
| QS | Buy | QUANTUMSCAPE CORP COM CL Astock | $499 | +125.8% | 61 | +56.4% | 0.00% | – |
| PNNT | Buy | PENNANTPARK INVT CORP COMcef | $1,251 | -5.6% | 237 | +3.0% | 0.00% | -100.0% |
| BAMR | Exit | BROOKFIELD REINS LTD CL A EXCH LT VTGstock | $0 | – | 0 | +100.0% | 0.00% | – |
| RRC | Buy | RANGE RES CORP COMstock | $371 | +196.8% | 14 | +180.0% | 0.00% | – |
| New | PALANTIR TECHNOLOGIES INC CL Acall | $2 | – | 200 | +100.0% | 0.00% | – | |
| ADV | Exit | ADVANTAGE SOLUTIONS INC COM CL Astock | $0 | – | 0 | +100.0% | 0.00% | – |
| PCRX | New | PACIRA BIOSCIENCES INC COMstock | $612 | – | 15 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-09-12
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES CORE S&P 500 ETF | 4 | Q3 2023 | 8.1% |
| VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | 4 | Q3 2023 | 4.9% |
| ISHARES CORE TOTAL USD BOND MARKET ETF | 4 | Q3 2023 | 2.9% |
| CHEVRON CORP NEW COM | 4 | Q3 2023 | 3.1% |
| ISHARES ESG AWARE MSCI USA ETF | 4 | Q3 2023 | 3.7% |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | 4 | Q3 2023 | 2.9% |
| APPLE INC COM | 4 | Q3 2023 | 2.4% |
| INVESCO S&P 500 TOP 50 ETF | 4 | Q3 2023 | 2.1% |
| ISHARES MSCI EAFE GROWTH ETF | 4 | Q3 2023 | 1.9% |
| ISHARES MSCI EAFE VALUE ETF | 4 | Q3 2023 | 2.0% |
View Farther Finance Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR/A | 2024-05-14 |
| 13F-HR/A | 2024-05-14 |
| 13F-HR | 2024-05-14 |
| 13F-HR | 2024-02-15 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-09-12 |
| 13F-HR | 2023-09-12 |
| 13F-HR | 2023-09-12 |
View Farther Finance 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.