$181 Million is the total value of CALDWELL SUTTER CAPITAL, INC.'s 892 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 7.4% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
AAPL | Sell | APPLE INC | $9,706,537 | -23.8% | 56,694 | -13.7% | 5.37% | -19.5% |
MSA | MSA SAFETY INC | $5,659,477 | -9.4% | 35,899 | 0.0% | 3.13% | -4.3% | |
V | Sell | VISA INC | $4,020,615 | -6.9% | 17,480 | -3.9% | 2.22% | -1.7% |
CVX | Sell | CHEVRON CORP | $3,506,129 | +3.8% | 20,793 | -3.2% | 1.94% | +9.6% |
MSFT | Sell | MICROSOFT CORP | $3,391,777 | -9.9% | 10,742 | -2.8% | 1.88% | -4.8% |
CAT | Sell | CATERPILLAR INC | $3,299,056 | +6.5% | 12,084 | -4.0% | 1.82% | +12.4% |
SSBI | Sell | SUMMIT ST BK SANTA ROSA CALIF | $3,179,449 | +6.1% | 197,956 | -0.2% | 1.76% | +12.0% |
DGICA | Buy | DONEGAL GROUP INCcl a | $3,131,396 | +3.3% | 219,670 | +4.5% | 1.73% | +9.0% |
Sell | KINETIK HOLDINGS INC COMnew cl a | $2,993,263 | -4.3% | 88,689 | -0.3% | 1.66% | +1.1% | |
COST | Sell | COSTCO WHSL CORP | $2,943,569 | -0.2% | 5,210 | -4.9% | 1.63% | +5.4% |
NAII | Sell | NATURAL ALTERNATIVES INTL INC | $2,898,369 | -12.4% | 446,590 | -2.8% | 1.60% | -7.4% |
PFE | Buy | PFIZER INC | $2,315,051 | -9.1% | 69,794 | +0.5% | 1.28% | -4.0% |
NEN | Sell | NEW ENGLAND RLTY ASSOC LTD Pdepository rcpt | $2,236,994 | -9.7% | 33,639 | -0.9% | 1.24% | -4.5% |
XOM | Sell | EXXON MOBIL CORP | $2,018,402 | +9.0% | 17,166 | -0.6% | 1.12% | +15.2% |
PPIH | Sell | PERMA-PIPE INTL HLDGS INC | $1,940,841 | -14.3% | 237,557 | -0.2% | 1.07% | -9.4% |
IVV | Buy | ISHARES TRcore s&p500 etf | $1,881,333 | -1.7% | 4,381 | +2.0% | 1.04% | +3.8% |
VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $1,850,731 | +11.3% | 11,911 | +16.3% | 1.02% | +17.6% |
AMRK | Sell | A-MARK PRECIOUS METALS INC | $1,824,385 | -48.7% | 62,202 | -34.5% | 1.01% | -45.8% |
BSM | BLACK STONE MINERALS L P | $1,821,211 | +8.0% | 105,700 | 0.0% | 1.01% | +14.2% | |
PEP | Buy | PEPSICO INC | $1,705,530 | -8.5% | 10,066 | +0.0% | 0.94% | -3.4% |
CMCT | Sell | CREATIVE MEDIA & CMNTY TR | $1,700,036 | -20.2% | 419,762 | -1.6% | 0.94% | -15.7% |
INTG | Sell | INTERGROUP CORP | $1,696,943 | -11.6% | 55,601 | -1.5% | 0.94% | -6.6% |
PKBK | Sell | PARKE BANCORP INC | $1,636,673 | -5.1% | 100,471 | -1.0% | 0.90% | +0.2% |
IBM | Sell | INTERNATIONAL BUSINESS MACHS | $1,582,606 | +1.4% | 11,280 | -3.3% | 0.88% | +7.1% |
BCML | Sell | BAYCOM CORP | $1,580,234 | +13.7% | 82,261 | -1.2% | 0.87% | +20.1% |
KYN | Sell | KAYNE ANDERSON ENERGY INFRSTR | $1,546,364 | +2.5% | 183,872 | -0.8% | 0.86% | +8.4% |
CSWI | Sell | CSW INDUSTRIALS INC | $1,518,279 | -0.3% | 8,664 | -5.5% | 0.84% | +5.3% |
CSCO | Sell | CISCO SYS INC | $1,510,969 | -3.2% | 28,106 | -6.9% | 0.84% | +2.2% |
BANR | Sell | BANNER CORP | $1,470,035 | -8.2% | 34,687 | -5.5% | 0.81% | -3.1% |
JWA | WILEY JOHN & SONS INCcl a | $1,467,779 | +9.2% | 39,488 | 0.0% | 0.81% | +15.3% | |
MCI | BARINGS CORPORATE INVS | $1,396,567 | +7.0% | 87,614 | 0.0% | 0.77% | +13.0% | |
JPM | Sell | JPMORGAN CHASE & CO | $1,340,420 | -3.9% | 9,243 | -3.7% | 0.74% | +1.5% |
DIT | AMCON DISTRG CO | $1,306,658 | +1.5% | 6,343 | 0.0% | 0.72% | +7.1% | |
UMH | UMH PPTYS INC | $1,304,154 | -12.3% | 93,021 | 0.0% | 0.72% | -7.3% | |
UNP | Sell | UNION PAC CORP | $1,253,954 | -1.3% | 6,158 | -0.8% | 0.69% | +4.4% |
ARL | Sell | AMERICAN RLTY INVS INC | $1,212,349 | -33.7% | 82,924 | -1.2% | 0.67% | -30.0% |
INBK | FIRST INTERNET BANCORP | $1,203,722 | +9.2% | 74,258 | 0.0% | 0.67% | +15.2% | |
VTI | VANGUARD INDEX FDStotal stk mkt | $1,173,140 | -3.6% | 5,523 | 0.0% | 0.65% | +1.9% | |
PNBK | PATRIOT NATL BANCORP INC | $1,117,407 | -6.1% | 151,001 | 0.0% | 0.62% | -0.8% | |
MOD | MODINE MFG CO | $1,105,869 | +38.6% | 24,172 | 0.0% | 0.61% | +46.4% | |
AXP | AMERICAN EXPRESS CO | $1,096,853 | -14.4% | 7,352 | 0.0% | 0.61% | -9.5% | |
BA | Sell | BOEING CO | $1,081,470 | -9.8% | 5,642 | -0.7% | 0.60% | -4.8% |
BOND | Buy | PIMCO ETF TRactive bd etf | $1,074,396 | +13.7% | 12,223 | +18.5% | 0.59% | +20.0% |
NWLI | NATIONAL WESTN LIFE GROUP INCcl a | $1,049,976 | +5.3% | 2,400 | 0.0% | 0.58% | +11.3% | |
HD | Sell | HOME DEPOT INC | $1,041,026 | -7.0% | 3,445 | -4.4% | 0.58% | -1.7% |
INTC | Sell | INTEL CORP | $1,031,522 | +5.4% | 29,016 | -0.9% | 0.57% | +11.3% |
CWBC | COMMUNITY WEST BANCSHARES | $1,024,352 | +6.9% | 78,857 | 0.0% | 0.57% | +12.9% | |
FB | Sell | META PLATFORMS INCcl a | $1,000,600 | +4.3% | 3,333 | -0.3% | 0.55% | +10.1% |
MCD | Sell | MCDONALDS CORP | $992,378 | -16.5% | 3,767 | -5.4% | 0.55% | -11.7% |
CSWC | CAPITAL SOUTHWEST CORP | $989,921 | +16.1% | 43,228 | 0.0% | 0.55% | +22.6% | |
CANADIAN PACIFIC KANSAS CITY | $985,933 | -7.9% | 13,250 | 0.0% | 0.54% | -2.9% | ||
UNH | Sell | UNITEDHEALTH GROUP INC | $956,448 | +4.8% | 1,897 | -0.1% | 0.53% | +10.7% |
ABBV | Buy | ABBVIE INC | $939,868 | +11.3% | 6,305 | +0.6% | 0.52% | +17.6% |
VUG | Buy | VANGUARD INDEX FDSgrowth etf | $938,645 | +3.9% | 3,447 | +8.0% | 0.52% | +9.7% |
IGM | ISHARES TRexpnd tec sc etf | $934,048 | -2.7% | 2,444 | 0.0% | 0.52% | +2.8% | |
HON | HONEYWELL INTL INC | $926,841 | -11.0% | 5,017 | 0.0% | 0.51% | -5.9% | |
AXR | AMREP CORP | $923,084 | -6.2% | 54,872 | 0.0% | 0.51% | -1.0% | |
MRK | Sell | MERCK & CO INC | $919,755 | -14.5% | 8,934 | -4.2% | 0.51% | -9.8% |
ENB | Sell | ENBRIDGE INC | $914,660 | -14.9% | 27,278 | -5.7% | 0.51% | -10.1% |
ELSE | Buy | ELECTRO-SENSORS INC | $874,240 | -11.2% | 223,581 | +0.8% | 0.48% | -6.2% |
XLE | Sell | SELECT SECTOR SPDR TRenergy | $850,751 | +10.9% | 9,412 | -0.4% | 0.47% | +17.2% |
NICK | Buy | NICHOLAS FINL INC BC | $813,260 | +1.2% | 170,071 | +5.8% | 0.45% | +6.9% |
DHR | DANAHER CORPORATION | $805,581 | +3.4% | 3,247 | 0.0% | 0.45% | +9.3% | |
MNTX | Sell | MANITEX INTL INC | $801,956 | -15.1% | 171,725 | -1.2% | 0.44% | -10.3% |
VZ | Sell | VERIZON | $799,387 | -18.8% | 24,665 | -6.8% | 0.44% | -14.3% |
JNJ | Sell | JOHNSON & JOHNSON | $775,202 | -12.9% | 4,977 | -7.5% | 0.43% | -7.9% |
SBUX | Sell | STARBUCKS CORP | $753,221 | -17.2% | 8,253 | -10.1% | 0.42% | -12.4% |
PG | Sell | PROCTER AND GAMBLE CO | $750,771 | -4.2% | 5,147 | -0.4% | 0.42% | +1.0% |
GILD | Sell | GILEAD SCIENCES INC | $744,432 | -4.4% | 9,934 | -1.7% | 0.41% | +1.0% |
AIV | APARTMENT INVT & MGMT COcl a | $711,960 | -20.2% | 104,700 | 0.0% | 0.39% | -15.6% | |
KEYS | Sell | KEYSIGHT TECHNOLOGIES INC | $704,022 | -26.0% | 5,321 | -6.3% | 0.39% | -21.7% |
LDUR | Buy | PIMCO ETF TRenhncd lw dur ac | $685,427 | +18.2% | 7,312 | +18.2% | 0.38% | +24.7% |
DLR | Buy | DIGITAL RLTY TR INC | $680,547 | +13.2% | 5,623 | +6.5% | 0.38% | +19.7% |
ONB | Sell | OLD NATL BANCORP IND | $675,994 | -13.7% | 46,492 | -17.2% | 0.37% | -8.8% |
T | Buy | AT&T INC | $674,061 | +6.3% | 44,878 | +12.9% | 0.37% | +12.3% |
O | Sell | REALTY INCOME CORP | $657,760 | -26.0% | 13,171 | -11.4% | 0.36% | -21.7% |
LMT | Sell | LOCKHEED MARTIN CORP | $653,927 | -12.1% | 1,599 | -1.1% | 0.36% | -7.2% |
BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $642,450 | +3.5% | 1,834 | +0.8% | 0.36% | +9.2% |
JWB | WILEY JOHN & SONS INCcl b | $639,348 | +10.2% | 17,104 | 0.0% | 0.35% | +16.4% | |
VDE | Sell | VANGUARD WORLD FDSenergy etf | $621,279 | +1.9% | 4,902 | -9.3% | 0.34% | +7.8% |
MPV | BARINGS PARTN INVSsh ben int | $609,413 | +4.0% | 45,377 | 0.0% | 0.34% | +9.8% | |
SMBK | SMARTFINANCIAL INC | $607,570 | -0.7% | 28,431 | 0.0% | 0.34% | +5.0% | |
CLX | Buy | CLOROX CO DEL | $608,140 | -17.2% | 4,640 | +0.5% | 0.34% | -12.7% |
KO | Sell | COCA COLA CO | $568,377 | -14.9% | 10,153 | -8.5% | 0.31% | -10.3% |
DOW | Sell | DOW INC | $565,332 | -7.7% | 10,965 | -4.6% | 0.31% | -2.5% |
SENEA | Buy | SENECA FOODS CORPnew cl a | $558,271 | +5221.9% | 10,371 | +3130.8% | 0.31% | +6080.0% |
OKE | Buy | ONEOK INC | $558,691 | +131.4% | 8,808 | +125.2% | 0.31% | +145.2% |
SOUTHERN STS BANCSHARES INC | $553,319 | +7.1% | 24,494 | 0.0% | 0.31% | +12.9% | ||
DG | Buy | DOLLAR GEN CORP | $545,399 | +12748.0% | 5,155 | +20520.0% | 0.30% | +15000.0% |
QCOM | Buy | QUALCOMM INC | $545,971 | -3.1% | 4,916 | +3.9% | 0.30% | +2.4% |
AMGN | Sell | AMGEN INC | $542,426 | +19.5% | 2,018 | -1.3% | 0.30% | +26.1% |
BAC | Sell | BANK AMERICA CORP | $540,997 | -6.5% | 19,759 | -2.0% | 0.30% | -1.3% |
BRKA | BERKSHIRE HATHAWAY INC DELcl a | $531,477 | +2.6% | 1 | 0.0% | 0.29% | +8.5% | |
DUK | Buy | DUKE ENERGY CORP | $512,967 | +5.6% | 5,812 | +7.3% | 0.28% | +11.4% |
BMRC | BANK MARIN BANCORP | $512,717 | +3.5% | 28,048 | 0.0% | 0.28% | +9.2% | |
WMB | Buy | WILLIAMS COS INC | $506,765 | +5.9% | 15,042 | +2.6% | 0.28% | +11.6% |
VTV | Buy | VANGUARD INDEX FDSvalue etf | $495,565 | +2.5% | 3,593 | +5.6% | 0.27% | +8.3% |
DVN | Buy | DEVON ENERGY CORP | $494,220 | +0.6% | 10,361 | +2.0% | 0.27% | +6.2% |
NRIM | NORTHRIM BANCORP INC | $489,981 | +0.7% | 12,367 | 0.0% | 0.27% | +6.3% | |
UPS | Buy | UNITED PARCEL SERVICE INCcl b | $490,145 | -11.0% | 3,145 | +2.3% | 0.27% | -6.2% |
FSBW | FS BANCORP INC | $485,806 | -1.9% | 16,468 | 0.0% | 0.27% | +3.9% | |
ITIC | Buy | INVESTORS TITLE CO NC | $477,294 | +11.8% | 3,223 | +10.3% | 0.26% | +17.9% |
TLT | Buy | ISHARES TR20 yr tr bd etf | $476,448 | +47.2% | 5,372 | +70.9% | 0.26% | +55.3% |
WMT | Buy | WALMART INC | $470,674 | +2.1% | 2,943 | +0.3% | 0.26% | +7.4% |
MMM | Buy | 3M CO | $449,400 | +0.9% | 4,800 | +7.9% | 0.25% | +6.9% |
KMB | Buy | KIMBERLY-CLARK CORP | $427,979 | -11.6% | 3,541 | +1.0% | 0.24% | -6.7% |
BCE | Buy | BCE INC | $428,451 | -6.2% | 11,216 | +12.0% | 0.24% | -0.8% |
LGL | Buy | LGL GROUP INC | $424,367 | +55.6% | 98,920 | +72.7% | 0.24% | +64.3% |
RGR | STURM RUGER & CO INC | $419,879 | -1.6% | 8,056 | 0.0% | 0.23% | +4.0% | |
BMY | Buy | BRISTOL-MYERS SQUIBB CO | $416,160 | +9.4% | 7,170 | +20.5% | 0.23% | +15.6% |
DIS | Sell | DISNEY WALT CO | $399,171 | -12.6% | 4,925 | -3.7% | 0.22% | -7.5% |
XLF | Sell | SELECT SECTOR SPDR TRfinancial | $386,240 | -9.7% | 11,644 | -8.2% | 0.21% | -4.5% |
USB | Buy | US BANCORP DEL | $377,513 | +5.1% | 11,419 | +5.1% | 0.21% | +11.2% |
NUE | Sell | NUCOR CORP | $374,927 | -7.0% | 2,398 | -2.5% | 0.21% | -1.9% |
SPLP | Sell | STEEL PARTNERS HLDGS L Pltd prtrship u | $370,393 | -12.5% | 8,711 | -2.2% | 0.20% | -7.7% |
MA | MASTERCARD INCORPORATEDcl a | $361,070 | +0.7% | 912 | 0.0% | 0.20% | +6.4% | |
SLB | SCHLUMBERGER LTD | $358,545 | +18.7% | 6,150 | 0.0% | 0.20% | +25.3% | |
NSC | NORFOLK SOUTHN CORP | $354,474 | -13.2% | 1,800 | 0.0% | 0.20% | -8.4% | |
STT | STATE STR CORP | $354,888 | -8.5% | 5,300 | 0.0% | 0.20% | -3.4% | |
ABT | Sell | ABBOTT LABS | $350,888 | -13.0% | 3,623 | -2.0% | 0.19% | -8.1% |
AAXJ | ISHARES TRmsci ac asia etf | $349,060 | -4.4% | 5,497 | 0.0% | 0.19% | +1.0% | |
CCI | Buy | CROWN CASTLE INC | $348,837 | -5.5% | 3,790 | +16.9% | 0.19% | 0.0% |
LOW | LOWES COS INC | $344,807 | -7.9% | 1,659 | 0.0% | 0.19% | -2.6% | |
CTG | COMPUTER TASK GROUP INC | $341,799 | +35.7% | 33,088 | 0.0% | 0.19% | +43.2% | |
BK | BANK NEW YORK MELLON CORP | $338,769 | -4.2% | 7,943 | 0.0% | 0.19% | +1.1% | |
D | Buy | DOMINION ENERGY INC | $337,444 | -6.8% | 7,554 | +8.1% | 0.19% | -1.6% |
IWR | ISHARES TRrus mid cap etf | $334,616 | -5.2% | 4,832 | 0.0% | 0.18% | 0.0% | |
STAGWELL INC | $332,521 | -35.0% | 70,900 | 0.0% | 0.18% | -31.3% | ||
FTV | FORTIVE CORP | $332,533 | -0.8% | 4,484 | 0.0% | 0.18% | +4.5% | |
F | Buy | FORD MTR CO DEL | $325,803 | -15.1% | 26,232 | +3.4% | 0.18% | -10.4% |
FBMS | FIRST BANCSHARES INC MS | $323,856 | +4.4% | 12,008 | 0.0% | 0.18% | +9.8% | |
SHY | Buy | ISHARES TR1 3 yr treas bd | $310,887 | +7.9% | 3,840 | +8.1% | 0.17% | +13.9% |
AMZN | Buy | AMAZON COM INC | $309,537 | +33.5% | 2,435 | +37.0% | 0.17% | +41.3% |
VOO | VANGUARD INDEX FDS | $302,772 | -3.6% | 771 | 0.0% | 0.17% | +2.4% | |
GOOG | Buy | ALPHABET INCcap stk cl c | $302,464 | +51.2% | 2,294 | +38.7% | 0.17% | +59.0% |
IP | Sell | INTERNATIONAL PAPER CO | $298,464 | +6.2% | 8,415 | -4.8% | 0.16% | +12.2% |
MDT | Buy | MEDTRONIC PLC | $295,025 | -3.7% | 3,765 | +8.2% | 0.16% | +1.2% |
MO | Buy | ALTRIA GROUP INC | $288,631 | -4.0% | 6,864 | +3.4% | 0.16% | +1.3% |
GIS | Buy | GENERAL MLS INC | $287,635 | -13.9% | 4,495 | +3.2% | 0.16% | -9.1% |
IBB | ISHARES TRishares biotech | $287,504 | -3.7% | 2,351 | 0.0% | 0.16% | +1.9% | |
CVCY | CENTRAL VY CMNTY BANCORP | $282,807 | -8.7% | 20,043 | 0.0% | 0.16% | -3.7% | |
K | Buy | KELLANOVA | $277,852 | -5.1% | 4,669 | +7.4% | 0.15% | +0.7% |
PM | PHILIP MORRIS INTL INC | $277,092 | -5.2% | 2,993 | 0.0% | 0.15% | 0.0% | |
NHF | Sell | NEXPOINT DIVERSIFIED REL ET TR | $274,443 | -34.8% | 31,509 | -6.3% | 0.15% | -31.2% |
NEE | Buy | NEXTERA ENERGY INC | $260,383 | -18.0% | 4,545 | +6.2% | 0.14% | -13.3% |
RTX | Buy | RTX CORPORATION | $254,486 | -25.3% | 3,536 | +1.6% | 0.14% | -21.2% |
HEDJ | Buy | WISDOMTREE TReurope hedged eq | $254,538 | -3.5% | 6,444 | +100.0% | 0.14% | +2.2% |
AMP | AMERIPRISE FINL INC | $254,513 | -0.7% | 772 | 0.0% | 0.14% | +5.2% | |
Sell | GSK PLCsponsored adr | $255,526 | +1.5% | 7,049 | -0.2% | 0.14% | +6.8% | |
VO | Buy | VANGUARD INDEX FDSmid cap etf | $253,518 | +1.1% | 1,217 | +6.8% | 0.14% | +6.9% |
CLMT | CALUMET SPECIALTY PRODS PARTNEut ltd partner | $248,300 | +20.4% | 13,000 | 0.0% | 0.14% | +26.9% | |
IYH | ISHARES TRus hlthcare etf | $244,143 | -3.6% | 904 | 0.0% | 0.14% | +1.5% | |
ET | Sell | ENERGY TRANSFER L P | $237,935 | +8.3% | 16,959 | -2.0% | 0.13% | +14.8% |
EPD | Sell | ENTERPRISE PRODS PARTNERS L P | $237,963 | +0.9% | 8,694 | -2.9% | 0.13% | +6.5% |
XLK | SELECT SECTOR SPDR TRtechnology | $236,059 | -5.7% | 1,440 | 0.0% | 0.13% | 0.0% | |
BGH | BARINGS GLOBAL SHORT DURATION | $234,950 | -2.6% | 18,500 | 0.0% | 0.13% | +3.2% | |
AVGO | Sell | BROADCOM INC | $232,562 | -21.1% | 280 | -17.6% | 0.13% | -16.2% |
PRU | Buy | PRUDENTIAL FINL INC | $233,809 | +15.6% | 2,464 | +7.5% | 0.13% | +21.7% |
QQQ | Sell | INVESCO QQQ TRUSTunit ser 1 | $229,651 | -3.5% | 641 | -0.5% | 0.13% | +1.6% |
CET | CENTRAL SECS CORP | $226,100 | -2.9% | 6,378 | 0.0% | 0.12% | +2.5% | |
GPMT | Sell | GRANITE PT MTG TR INC | $225,846 | -11.7% | 46,280 | -4.1% | 0.12% | -6.7% |
XLY | SELECT SECTOR SPDR TRsbi cons discr | $222,313 | -5.2% | 1,381 | 0.0% | 0.12% | 0.0% | |
NVDA | Sell | NVIDIA CORPORATION | $218,147 | +1.8% | 502 | -1.0% | 0.12% | +8.0% |
JPS | NUVEEN PFD & INCOME SECS FD | $211,347 | -3.3% | 34,254 | 0.0% | 0.12% | +2.6% | |
KEY | Buy | KEYCORP | $212,230 | +26.8% | 19,724 | +8.8% | 0.12% | +33.0% |
WFC | Buy | WELLS FARGO CO | $209,437 | -2.5% | 5,126 | +1.8% | 0.12% | +2.7% |
WDAY | WORKDAY INCcl a | $208,834 | -4.9% | 972 | 0.0% | 0.12% | +0.9% | |
TRV | Buy | TRAVELERS | $208,057 | -3.5% | 1,274 | +2.6% | 0.12% | +1.8% |
Buy | WISDOMTREE TRfloating rat trea | $205,765 | +580.4% | 4,089 | +580.4% | 0.11% | +612.5% | |
GENERAL ELECTRIC CO | $206,510 | +0.6% | 1,868 | 0.0% | 0.11% | +6.5% | ||
FRPH | Sell | FRP HLDGS INC | $205,950 | -12.0% | 3,816 | -6.1% | 0.11% | -7.3% |
PBHC | PATHFINDER BANCORP INC MD | $204,871 | -4.4% | 15,373 | 0.0% | 0.11% | +0.9% | |
KMI | Buy | KINDER MORGAN INC DEL | $203,735 | +10.6% | 12,288 | +14.9% | 0.11% | +16.5% |
NKE | Sell | NIKE INCcl b | $204,914 | -29.8% | 2,143 | -18.9% | 0.11% | -26.1% |
VCTR | VICTORY CAP HLDGS INC | $202,641 | +5.7% | 6,078 | 0.0% | 0.11% | +12.0% | |
COLM | COLUMBIA SPORTSWEAR CO | $200,070 | -4.1% | 2,700 | 0.0% | 0.11% | +1.8% | |
WELL | WELLTOWER INC | $197,018 | +1.3% | 2,405 | 0.0% | 0.11% | +6.9% | |
ED | Buy | CONSOLIDATED EDISON INC | $197,147 | -0.8% | 2,305 | +4.8% | 0.11% | +4.8% |
PCG | Sell | PG&E CORP | $193,657 | -8.6% | 12,006 | -2.0% | 0.11% | -3.6% |
SMID | Sell | SMITH MIDLAND CORP | $190,802 | -55.9% | 10,037 | -45.5% | 0.11% | -53.3% |
PSX | Sell | PHILLIPS 66 | $186,277 | +24.9% | 1,550 | -0.9% | 0.10% | +32.1% |
CHK | CHESAPEAKE ENERGY CORP | $183,239 | +3.0% | 2,125 | 0.0% | 0.10% | +8.6% | |
GAIN | Sell | GLADSTONE INVT CORP | $181,819 | -3.8% | 14,272 | -1.5% | 0.10% | +2.0% |
BIF | SRH TOTAL RETURN FUND INC | $182,291 | -2.3% | 14,044 | 0.0% | 0.10% | +3.1% | |
MNSB | MAINSTREET BANCSHARES INC | $181,122 | -9.4% | 8,818 | 0.0% | 0.10% | -4.8% | |
IEI | Buy | ISHARES TR3 7 yr treas bd | $176,318 | +1.4% | 1,558 | +3.2% | 0.10% | +7.7% |
QSR | RESTAURANT BRANDS INTL INC | $176,610 | -14.1% | 2,651 | 0.0% | 0.10% | -9.3% | |
VEA | Buy | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $175,265 | +2.9% | 4,009 | +8.7% | 0.10% | +9.0% |
PBJ | INVESCO EXCHANGE TRADED FD Tdynmc food bev | $174,772 | -6.8% | 4,126 | 0.0% | 0.10% | -1.0% | |
ORI | OLD REP INTL CORP | $175,110 | +7.0% | 6,500 | 0.0% | 0.10% | +12.8% | |
PNC | Buy | PNC FINL SVCS GROUP INC | $174,088 | +11.2% | 1,418 | +14.1% | 0.10% | +17.1% |
CSM | PROSHARES TRlarge cap cre | $172,299 | -4.3% | 3,530 | 0.0% | 0.10% | +1.1% | |
AFL | Sell | AFLAC INC | $172,227 | -1.8% | 2,244 | -10.7% | 0.10% | +3.3% |
COP | CONOCOPHILLIPS | $171,119 | +15.7% | 1,428 | 0.0% | 0.10% | +21.8% | |
BARK | Sell | BARK INC | $171,396 | -17.3% | 142,830 | -8.3% | 0.10% | -12.8% |
REGL | Buy | PROSHARES TRs&p mdcp 400 div | $172,256 | +37.3% | 2,581 | +44.5% | 0.10% | +43.9% |
EBC | EASTERN BANKSHARES INC | $169,290 | +2.2% | 13,500 | 0.0% | 0.09% | +8.0% | |
CARR | CARRIER GLOBAL CORPORATION | $167,863 | +11.0% | 3,041 | 0.0% | 0.09% | +17.7% | |
EBF | ENNIS INC | $165,516 | +4.1% | 7,800 | 0.0% | 0.09% | +10.8% | |
COLB | Buy | COLUMBIA BKG SYS INC | $165,778 | +0.9% | 8,166 | +0.8% | 0.09% | +7.0% |
CL | Buy | COLGATE PALMOLIVE CO | $163,980 | -5.5% | 2,306 | +2.4% | 0.09% | 0.0% |
CMI | Sell | CUMMINS INC | $162,664 | -20.8% | 712 | -15.0% | 0.09% | -16.7% |
PAA | Sell | PLAINS ALL AMERN PIPELINE L Punit ltd partn | $160,815 | +4.6% | 10,497 | -3.8% | 0.09% | +9.9% |
MRVL | Sell | MARVELL TECHNOLOGY INC | $158,547 | -46.2% | 2,929 | -40.6% | 0.09% | -42.9% |
VYM | Buy | VANGUARD WHITEHALL FDShigh div yld | $158,183 | +95.7% | 1,531 | +100.9% | 0.09% | +109.5% |
CVS | Sell | CVS HEALTH CORP | $156,955 | -63.8% | 2,248 | -64.2% | 0.09% | -61.7% |
AB | Buy | ALLIANCEBERNSTEIN HLDG L Punit ltd partn | $155,392 | -2.8% | 5,120 | +3.0% | 0.09% | +2.4% |
BLK | Buy | BLACKROCK INC | $153,865 | -5.3% | 238 | +1.3% | 0.08% | 0.0% |
ESS | Buy | ESSEX PPTY TR INC | $153,765 | -8.2% | 725 | +1.4% | 0.08% | -3.4% |
TCI | TRANSCONTINENTAL RLTY INVS | $153,100 | -16.4% | 5,000 | 0.0% | 0.08% | -11.5% | |
GS | GOLDMAN SACHS GROUP INC | $154,343 | +0.3% | 477 | 0.0% | 0.08% | +4.9% | |
CVE | CENOVUS ENERGY INC | $150,945 | +22.6% | 7,250 | 0.0% | 0.08% | +31.2% | |
GOOGL | Sell | ALPHABET INCcap stk cl a | $150,489 | +8.4% | 1,150 | -0.9% | 0.08% | +13.7% |
GD | Buy | GENERAL DYNAMICS CORP | $147,829 | +2.9% | 669 | +0.1% | 0.08% | +9.3% |
NECB | NORTHEAST CMNTY BANCORP INC | $147,600 | -0.8% | 10,000 | 0.0% | 0.08% | +5.1% | |
LRCX | Sell | LAM RESEARCH CORP | $147,291 | -14.5% | 235 | -12.3% | 0.08% | -10.0% |
NDAQ | NASDAQ INC | $145,770 | -2.5% | 3,000 | 0.0% | 0.08% | +3.8% | |
FFWM | FIRST FNDTN INC | $145,744 | +53.1% | 23,971 | 0.0% | 0.08% | +62.0% | |
AEP | Buy | AMERICAN ELEC PWR CO INC | $146,529 | +20.3% | 1,948 | +34.7% | 0.08% | +26.6% |
TXN | TEXAS INSTRS INC | $143,268 | -11.7% | 901 | 0.0% | 0.08% | -7.1% | |
PATH | UIPATH INCcl a | $143,690 | +3.3% | 8,398 | 0.0% | 0.08% | +8.2% | |
SHO | Sell | SUNSTONE HOTEL INVS INC | $140,250 | -13.4% | 15,000 | -6.2% | 0.08% | -8.2% |
APT | Buy | ALPHA PRO TECH LTD | $138,008 | +79.3% | 31,799 | +64.4% | 0.08% | +90.0% |
VB | Buy | VANGUARD INDEX FDSsmall cp etf | $137,848 | +5.0% | 729 | +10.5% | 0.08% | +10.1% |
PWB | INVESCO EXCHANGE TRADED FD Tdynmc lrg gwth | $128,801 | -4.0% | 1,900 | 0.0% | 0.07% | +1.4% | |
X | UNITED STATES STL CORP | $126,672 | +29.9% | 3,900 | 0.0% | 0.07% | +37.3% | |
AMALGAMATED FINANCIAL CORP | $126,481 | +7.0% | 7,345 | 0.0% | 0.07% | +12.9% | ||
LQD | ISHARES TRiboxx inv cp etf | $124,464 | -5.7% | 1,220 | 0.0% | 0.07% | 0.0% | |
SGOL | Sell | ABRDN GOLD ETF TRUST | $124,042 | -5.4% | 7,012 | -1.8% | 0.07% | 0.0% |
SDY | SPDR SER TRs&p divid etf | $123,636 | -6.2% | 1,075 | 0.0% | 0.07% | -1.4% | |
HURC | Buy | HURCO CO | $120,337 | +121.0% | 5,365 | +113.3% | 0.07% | +131.0% |
XLC | SELECT SECTOR SPDR TR | $121,239 | +0.8% | 1,849 | 0.0% | 0.07% | +6.3% | |
AMAT | APPLIED MATLS INC | $118,790 | -4.2% | 858 | 0.0% | 0.07% | +1.5% | |
IWD | ISHARES TRrus 1000 val etf | $116,901 | -3.8% | 770 | 0.0% | 0.06% | +1.6% | |
Buy | M-TRON INDS INC | $116,716 | +235.6% | 6,596 | +110.5% | 0.06% | +261.1% | |
OCFC | OCEANFIRST FINL CORP | $115,239 | -7.4% | 7,964 | 0.0% | 0.06% | -1.5% | |
MBB | Buy | ISHARES TRmbs etf | $114,286 | +73.3% | 1,287 | +82.0% | 0.06% | +80.0% |
ADP | AUTOMATIC DATA PROCESSING INC | $114,276 | +9.5% | 475 | 0.0% | 0.06% | +14.5% | |
RMR | Sell | RMR GROUP INCcl a | $112,571 | +1.3% | 4,591 | -4.3% | 0.06% | +6.9% |
SPY | Sell | SPDR S&P 500 ETF TRtr unit | $111,572 | -8.8% | 261 | -5.4% | 0.06% | -3.1% |
NOBL | Buy | PROSHARES TRs&p 500 dv arist | $110,688 | +6.2% | 1,250 | +13.1% | 0.06% | +10.9% |
OTIS | OTIS WORLDWIDE CORP | $110,025 | -9.8% | 1,370 | 0.0% | 0.06% | -4.7% | |
CPB | Buy | CAMPBELL SOUP CO | $106,931 | +4.8% | 2,603 | +16.6% | 0.06% | +11.3% |
ERII | ENERGY RECOVERY INC | $106,050 | -24.1% | 5,000 | 0.0% | 0.06% | -19.2% | |
IEF | Buy | ISHARES TR7-10 yr trsy bd | $106,061 | +4.4% | 1,158 | +10.1% | 0.06% | +11.3% |
EQC | EQUITY COMWLTH | $106,289 | -9.3% | 5,786 | 0.0% | 0.06% | -3.3% | |
MET | Buy | METLIFE INC | $104,745 | +24.4% | 1,665 | +11.8% | 0.06% | +31.8% |
EQCPRD | EQUITY COMWLTH6.5% cnv pfd d | $105,042 | -1.5% | 4,200 | 0.0% | 0.06% | +3.6% | |
DFUS | DIMENSIONAL ETF TRUSTus equity etf | $105,389 | -3.3% | 2,264 | 0.0% | 0.06% | +1.8% | |
FLIC | FIRST LONG IS CORP | $102,261 | -4.2% | 8,885 | 0.0% | 0.06% | +1.8% | |
RVSB | RIVERVIEW BANCORP INC | $102,860 | +10.3% | 18,500 | 0.0% | 0.06% | +16.3% | |
UFPI | UFP INDUSTRIES INC | $102,400 | +5.5% | 1,000 | 0.0% | 0.06% | +11.8% | |
SMDV | Buy | PROSHARES TRruss 2000 divd | $102,070 | +34.9% | 1,804 | +41.0% | 0.06% | +40.0% |
IWM | ISHARES TRrussell 2000 etf | $101,272 | -5.6% | 573 | 0.0% | 0.06% | 0.0% | |
AGG | Buy | ISHARES TRcore us aggbd et | $98,742 | +12.0% | 1,050 | +16.7% | 0.06% | +19.6% |
TGT | Buy | TARGET CORP | $99,734 | +4.6% | 902 | +24.8% | 0.06% | +10.0% |
VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $97,687 | +8.4% | 2,491 | +12.5% | 0.05% | +14.9% |
KTOS | Sell | KRATOS DEFENSE & SEC SOLUTIONS | $97,630 | -2.7% | 6,500 | -7.1% | 0.05% | +1.9% |
BMO | Sell | BANK MONTREAL QUE | $96,435 | -7.1% | 1,143 | -0.6% | 0.05% | -1.9% |
IAU | ISHARES GOLD TRishares new | $96,397 | -3.8% | 2,755 | 0.0% | 0.05% | 0.0% | |
CI | THE CIGNA GROUP | $92,973 | +1.9% | 325 | 0.0% | 0.05% | +6.2% | |
DIMENSIONAL ETF TRUSTus mktwide value | $91,854 | -1.4% | 2,700 | 0.0% | 0.05% | +4.1% | ||
DD | Sell | DUPONT DE NEMOURS INC | $90,422 | -10.4% | 1,212 | -14.2% | 0.05% | -5.7% |
PANW | Sell | PALO ALTO NETWORKS INC | $87,681 | -16.9% | 374 | -9.4% | 0.05% | -10.9% |
ILPT | INDUSTRIAL LOGISTICS PPTYS TR COM | $88,619 | -12.4% | 30,664 | 0.0% | 0.05% | -7.5% | |
CEF | SPROTT PHYSICAL GOLD & SILVEtr unit | $88,332 | -3.9% | 5,100 | 0.0% | 0.05% | +2.1% | |
GBLI | GLOBAL INDEMNITY GROUP LLC | $89,310 | +2.3% | 2,600 | 0.0% | 0.05% | +6.5% | |
ADBE | ADOBE INC | $88,723 | +4.3% | 174 | 0.0% | 0.05% | +8.9% | |
NVST | Sell | ENVISTA HOLDINGS CORPORATION | $86,874 | -37.6% | 3,116 | -24.3% | 0.05% | -34.2% |
APD | Buy | AIR PRODS & CHEMS INC | $86,720 | +1.9% | 306 | +7.7% | 0.05% | +6.7% |
TCBK | TRICO BANCSHARES | $87,090 | -3.5% | 2,719 | 0.0% | 0.05% | +2.1% | |
RLJPRA | RLJ LODGING TRcum conv pfd a | $86,580 | -0.2% | 3,600 | 0.0% | 0.05% | +6.7% | |
BBIO | BRIDGEBIO PHARMA INC | $84,384 | +53.3% | 3,200 | 0.0% | 0.05% | +62.1% | |
MDLZ | Sell | MONDELEZ INTL INCcl a | $85,778 | -36.8% | 1,236 | -33.5% | 0.05% | -33.8% |
XLP | Buy | SELECT SECTOR SPDR TRsbi cons stpls | $84,223 | +0.7% | 1,224 | +8.5% | 0.05% | +6.8% |
IWF | Sell | ISHARES TRrus 1000 grw etf | $82,457 | -14.4% | 310 | -11.4% | 0.05% | -8.0% |
CVBF | CVB FINL CORP | $83,977 | +24.8% | 5,068 | 0.0% | 0.05% | +31.4% | |
TTSH | TILE SHOP HLDGS INC | $82,350 | -0.9% | 15,000 | 0.0% | 0.05% | +4.5% | |
CATY | CATHAY GEN BANCORP | $81,686 | +8.0% | 2,350 | 0.0% | 0.04% | +12.5% | |
NCBS | NICOLET BANKSHARES INC | $78,782 | +2.8% | 1,129 | 0.0% | 0.04% | +10.0% | |
TFC | Buy | TRUIST FINL CORP | $77,504 | +9.9% | 2,709 | +16.6% | 0.04% | +16.2% |
PSLV | SPROTT PHYSICAL SILVER TRtr unit | $78,074 | -2.7% | 10,300 | 0.0% | 0.04% | +2.4% | |
EMR | EMERSON ELEC CO | $77,932 | +6.8% | 807 | 0.0% | 0.04% | +13.2% | |
XEL | Buy | XCEL ENERGY INC | $78,163 | +4.1% | 1,366 | +13.1% | 0.04% | +10.3% |
LULU | New | LULULEMON ATHLETICA INC | $77,122 | – | 200 | +100.0% | 0.04% | – |
LLY | Sell | ELI LILLY & CO | $75,198 | +5.5% | 140 | -7.9% | 0.04% | +13.5% |
STZ | CONSTELLATION BRANDS INCcl a | $75,902 | +2.1% | 302 | 0.0% | 0.04% | +7.7% | |
MS | Sell | MORGAN STANLEY | $75,871 | -8.3% | 929 | -4.1% | 0.04% | -2.3% |
SO | Buy | SOUTHERN CO | $76,628 | -2.1% | 1,184 | +6.3% | 0.04% | +2.4% |
UBFO | UNITED SEC BANCSHARES CALIF | $74,884 | +11.7% | 10,065 | 0.0% | 0.04% | +17.1% | |
FPE | Buy | FIRST TR EXCH TRADED FD IIIpfd secs inc etf | $74,149 | +8.6% | 4,643 | +8.6% | 0.04% | +13.9% |
AMLP | Sell | ALPS ETF TRalerian mlp | $74,451 | +3.3% | 1,764 | -4.0% | 0.04% | +7.9% |
HE | HAWAIIAN ELEC INDUSTRIES | $72,629 | -66.0% | 5,900 | 0.0% | 0.04% | -64.3% | |
ORCL | Sell | ORACLE CORP | $71,178 | -14.2% | 672 | -3.6% | 0.04% | -9.3% |
IGSB | Buy | ISHARES TR | $71,307 | +62.1% | 1,431 | +63.2% | 0.04% | +69.6% |
SWK | Buy | STANLEY BLACK & DECKER INC | $69,873 | -4.2% | 836 | +7.5% | 0.04% | +2.6% |
CCK | Sell | CROWN HLDGS INC | $68,218 | -26.7% | 771 | -28.0% | 0.04% | -22.4% |
OVV | OVINTIV INC | $68,977 | +25.0% | 1,450 | 0.0% | 0.04% | +31.0% | |
IEFA | Buy | ISHARES TRcore msci eafe | $67,825 | +22.4% | 1,054 | +28.4% | 0.04% | +31.0% |
U | New | UNITY SOFTWARE INC | $67,802 | – | 2,160 | +100.0% | 0.04% | – |
WM | Sell | WASTE MGMT INC DEL | $66,311 | -20.7% | 435 | -9.8% | 0.04% | -15.9% |
CALB | CALIFORNIA BANCORP INC | $65,446 | +34.0% | 3,256 | 0.0% | 0.04% | +38.5% | |
BG | Sell | BUNGE LIMITED | $63,868 | -3.3% | 590 | -15.7% | 0.04% | 0.0% |
XLI | SELECT SECTOR SPDR TRsbi int-inds | $61,842 | -5.5% | 610 | 0.0% | 0.03% | 0.0% | |
SPYG | SPDR SER TRportflo s&p500 gw | $59,280 | -2.8% | 1,000 | 0.0% | 0.03% | +3.1% | |
KBR | KBR INC | $58,940 | -9.4% | 1,000 | 0.0% | 0.03% | -2.9% | |
MMC | Sell | MARSH & MCLENNAN COS INC | $53,855 | -29.8% | 283 | -30.6% | 0.03% | -25.0% |
GM | Buy | GENERAL MTRS CO | $54,598 | -9.8% | 1,656 | +5.5% | 0.03% | -6.2% |
GLW | CORNING INC | $53,201 | -13.0% | 1,746 | 0.0% | 0.03% | -9.4% | |
DIGITALBRIDGE GROUP INCcl a new | $51,562 | +19.5% | 2,933 | 0.0% | 0.03% | +26.1% | ||
BP | Buy | BP PLCsponsored adr | $53,163 | +770.8% | 1,373 | +693.6% | 0.03% | +866.7% |
WRK | WESTROCK CO | $51,659 | +23.2% | 1,443 | 0.0% | 0.03% | +31.8% | |
TD | Buy | TORONTO DOMINION BK ONT | $52,245 | +6.2% | 867 | +9.3% | 0.03% | +11.5% |
SPG | Buy | SIMON PPTY GROUP INC | $53,043 | +29.0% | 491 | +37.9% | 0.03% | +31.8% |
VCSH | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $50,877 | -0.7% | 677 | 0.0% | 0.03% | +3.7% | |
RNP | COHEN & STEERS REIT & PFD & IN | $51,480 | -9.6% | 3,000 | 0.0% | 0.03% | -6.7% | |
IYK | ISHARES TRus consm staples | $50,917 | -6.9% | 273 | 0.0% | 0.03% | -3.4% | |
HYG | ISHARES TRiboxx hi yd etf | $50,351 | -1.8% | 683 | 0.0% | 0.03% | +3.7% | |
MPC | MARATHON PETE CORP | $51,304 | +29.8% | 339 | 0.0% | 0.03% | +33.3% | |
OXY | Buy | OCCIDENTAL PETE CORP | $51,163 | +10.4% | 789 | +0.1% | 0.03% | +16.7% |
EVRG | EVERGY INC | $48,469 | -13.2% | 956 | 0.0% | 0.03% | -6.9% | |
Sell | WARNER BROS DISCOVERY INC | $48,381 | -15.4% | 4,455 | -2.3% | 0.03% | -10.0% | |
BEN | FRANKLIN RESOURCES INC | $49,160 | -8.0% | 2,000 | 0.0% | 0.03% | -3.6% | |
IYF | ISHARES TRu.s. finls etf | $47,921 | +0.2% | 641 | 0.0% | 0.03% | +8.0% | |
USMV | Buy | ISHARES TRmsci usa min vol | $46,757 | +18.9% | 646 | +22.1% | 0.03% | +23.8% |
HES | HESS CORP | $47,430 | +12.5% | 310 | 0.0% | 0.03% | +18.2% | |
Sell | SHELL PLCspon ads | $47,577 | -45.2% | 739 | -48.6% | 0.03% | -43.5% | |
TSLA | Buy | TESLA INC | $45,290 | +1.2% | 181 | +5.8% | 0.02% | +8.7% |
BEPC | Buy | BROOKFIELD RENEWABLE CORPcl a sub vtg | $44,433 | -7.0% | 1,856 | +22.5% | 0.02% | 0.0% |
JEPI | Buy | J P MORGAN EXCHANGE TRADED Fequity premium | $45,633 | +82.1% | 852 | +88.1% | 0.02% | +92.3% |
XME | SPDR SER TRs&p metals mng | $45,990 | +3.3% | 876 | 0.0% | 0.02% | +8.7% | |
VV | VANGUARD INDEX FDSlarge cap etf | $45,009 | -3.5% | 230 | 0.0% | 0.02% | +4.2% | |
CB | CHUBB LIMITED | $44,342 | +8.1% | 213 | 0.0% | 0.02% | +19.0% | |
XLV | Buy | SELECT SECTOR SPDR TRsbi healthcare | $43,257 | +24.4% | 336 | +28.2% | 0.02% | +33.3% |
NTR | NUTRIEN LTD | $42,553 | +4.6% | 689 | 0.0% | 0.02% | +14.3% | |
VBK | VANGUARD INDEX FDSsml cp grw etf | $43,693 | -6.8% | 204 | 0.0% | 0.02% | -4.0% | |
ITA | Buy | ISHARES TRus aer def etf | $43,554 | -6.7% | 411 | +2.8% | 0.02% | 0.0% |
ITOT | ISHARES TRcore s&p ttl stk | $43,327 | -3.7% | 460 | 0.0% | 0.02% | 0.0% | |
WBA | Buy | WALGREENS BOOTS ALLIANCE INC | $43,946 | -15.3% | 1,976 | +8.5% | 0.02% | -11.1% |
EWG | ISHARES INCmsci germany etf | $42,470 | -8.3% | 1,621 | 0.0% | 0.02% | -4.2% | |
PFF | ISHARES TRpfd and incm sec | $41,758 | -2.5% | 1,385 | 0.0% | 0.02% | +4.5% | |
TMO | THERMO FISHER SCIENTIFIC INC | $42,012 | -3.0% | 83 | 0.0% | 0.02% | 0.0% | |
C | Buy | CITIGROUP INC | $41,130 | +24.9% | 1,000 | +39.9% | 0.02% | +35.3% |
FAX | ABRDN ASIA PACIFIC INCOME FUND | $41,895 | -9.3% | 17,100 | 0.0% | 0.02% | -4.2% | |
MAR | MARRIOTT INTL INCnew cl a | $39,312 | +7.0% | 200 | 0.0% | 0.02% | +15.8% | |
VXUS | Buy | VANGUARD STAR FDSvg tl intl stk f | $39,872 | +873.9% | 745 | +920.5% | 0.02% | +1000.0% |
VNT | Sell | VONTIER CORPORATION | $40,041 | -30.7% | 1,295 | -27.9% | 0.02% | -26.7% |
HOPE | HOPE BANCORP INC | $38,940 | +5.1% | 4,400 | 0.0% | 0.02% | +15.8% | |
CWT | CALIFORNIA WTR SVC GROUP | $40,450 | -8.4% | 855 | 0.0% | 0.02% | -4.3% | |
EUDV | Buy | PROSHARES TRmsci eur div | $39,653 | -5.3% | 943 | +0.5% | 0.02% | 0.0% |
IYE | ISHARES TRu.s. energy etf | $37,944 | +10.7% | 800 | 0.0% | 0.02% | +16.7% | |
MU | MICRON TECHNOLOGY INC | $37,757 | +7.8% | 555 | 0.0% | 0.02% | +16.7% | |
LUV | Sell | SOUTHWEST AIRLS CO | $37,763 | -25.7% | 1,395 | -0.6% | 0.02% | -22.2% |
BIPC | Buy | BROOKFIELD INFRASTRUCTURE CORP | $38,839 | -4.9% | 1,099 | +22.7% | 0.02% | 0.0% |
DGICB | New | DONEGAL GROUP INCcl b | $37,250 | – | 2,719 | +100.0% | 0.02% | – |
ADM | ARCHER DANIELS MIDLAND CO | $37,710 | -0.2% | 500 | 0.0% | 0.02% | +5.0% | |
CRM | Sell | SALESFORCE INC | $37,109 | -9.9% | 183 | -6.2% | 0.02% | -4.5% |
MAT | MATTEL INC | $37,231 | +12.7% | 1,690 | 0.0% | 0.02% | +23.5% | |
CTVA | Sell | CORTEVA INC | $38,225 | -31.4% | 747 | -23.1% | 0.02% | -27.6% |
SPLG | Buy | SPDR SER TRportfolio s&p500 | $37,544 | -0.2% | 747 | +3.5% | 0.02% | +5.0% |
TKR | New | TIMKEN CO | $36,745 | – | 500 | +100.0% | 0.02% | – |
VNQ | VANGUARD INDEX FDSreal estate etf | $36,317 | -9.5% | 480 | 0.0% | 0.02% | -4.8% | |
BANX | ARROWMARK FINANCIAL CORP | $35,697 | +5.0% | 2,041 | 0.0% | 0.02% | +11.1% | |
Sell | GE HEALTHCARE TECHNOLOGIES INC | $35,313 | -29.4% | 519 | -15.7% | 0.02% | -23.1% | |
AVY | AVERY DENNISON CORP | $36,169 | +6.3% | 198 | 0.0% | 0.02% | +11.1% | |
Sell | HALEON PLCspon ads | $37,052 | -48.0% | 4,448 | -47.7% | 0.02% | -45.9% | |
CMS | Buy | CMS ENERGY CORP | $35,265 | +7.4% | 664 | +18.8% | 0.02% | +17.6% |
IGIB | Buy | ISHARES TR | $35,271 | +60.3% | 725 | +66.7% | 0.02% | +66.7% |
HDV | ISHARES TRcore high dv etf | $35,205 | -1.9% | 356 | 0.0% | 0.02% | 0.0% | |
RY | ROYAL BK CDA | $34,539 | -8.4% | 395 | 0.0% | 0.02% | -5.0% | |
NTAP | Sell | NETAPP INC | $33,994 | -40.5% | 448 | -40.1% | 0.02% | -36.7% |
MGM | MGM RESORTS INTERNATIONAL | $33,452 | -16.3% | 910 | 0.0% | 0.02% | -9.5% | |
DVY | ISHARES TRselect divid etf | $32,292 | -5.0% | 300 | 0.0% | 0.02% | 0.0% | |
AEO | AMERICAN EAGLE OUTFITTERS INC | $33,220 | +40.8% | 2,000 | 0.0% | 0.02% | +50.0% | |
HTGC | HERCULES CAPITAL INC | $31,838 | +10.9% | 1,939 | 0.0% | 0.02% | +20.0% | |
AMERICA MOVIL SAB DE CVspon ads rp cl b | $32,960 | -20.0% | 1,903 | 0.0% | 0.02% | -18.2% | ||
IQDE | FLEXHARES TRintl qltdv def | $31,639 | -3.1% | 1,625 | 0.0% | 0.02% | +5.9% | |
QDEF | FLEXHARES TRqlt div def idx | $32,725 | -3.2% | 605 | 0.0% | 0.02% | 0.0% | |
DHI | D R HORTON INC | $32,026 | -11.7% | 298 | 0.0% | 0.02% | -5.3% | |
Buy | KNIFE RIVER CORP | $30,177 | +88.5% | 618 | +67.9% | 0.02% | +112.5% | |
FPF | FIRST TR INTER DURATN PFD & IN | $31,290 | -3.9% | 2,100 | 0.0% | 0.02% | 0.0% | |
CMCSA | Buy | COMCAST CORPnew cl a | $31,393 | +8.7% | 708 | +1.9% | 0.02% | +13.3% |
UBER | UBER TECHNOLOGIES INC | $31,043 | +6.5% | 675 | 0.0% | 0.02% | +13.3% | |
VALWS | New | VALARIS LTD*w exp 04/29/202 | $29,140 | – | 2,000 | +100.0% | 0.02% | – |
MDU | MDU RES GROUP INC | $28,881 | -6.5% | 1,475 | 0.0% | 0.02% | 0.0% | |
JCI | Sell | JOHNSON CTLS INTL PLC | $28,999 | -38.3% | 545 | -21.0% | 0.02% | -36.0% |
TMUS | T-MOBILE US INC | $29,411 | +0.8% | 210 | 0.0% | 0.02% | +6.7% | |
TFLO | ISHARES TRtrs flt rt bd | $28,922 | +0.1% | 570 | 0.0% | 0.02% | +6.7% | |
WRB | BERKLEY W R CORP | $28,571 | +6.6% | 450 | 0.0% | 0.02% | +14.3% | |
PLBC | PLUMAS BANCORP | $27,312 | -4.3% | 800 | 0.0% | 0.02% | 0.0% | |
NFLX | NETFLIX INC | $27,187 | -14.3% | 72 | 0.0% | 0.02% | -11.8% | |
UL | Sell | UNILEVER PLC SPONadr new | $26,824 | -30.3% | 543 | -26.4% | 0.02% | -25.0% |
PHG | KONINKLIJKE PHILIPS N V NY REGIS | $27,495 | -8.1% | 1,379 | 0.0% | 0.02% | -6.2% | |
TECK | TECK RESOURCES LTDcl b | $27,836 | +2.3% | 646 | 0.0% | 0.02% | +7.1% | |
ETR | ENTERGY CORP | $27,750 | -5.0% | 300 | 0.0% | 0.02% | 0.0% | |
GSLC | GOLDMAN SACHS ETF TRactivebeta us lg | $27,291 | -3.5% | 324 | 0.0% | 0.02% | 0.0% | |
PSA | PUBLIC STORAGE | $27,143 | -9.7% | 103 | 0.0% | 0.02% | -6.2% | |
HIG | HARTFORD FINL SVCS GROUP INC | $25,882 | -1.5% | 365 | 0.0% | 0.01% | 0.0% | |
LHX | L3HARRIS TECHNOLOGIES INC | $25,073 | -11.1% | 144 | 0.0% | 0.01% | -6.7% | |
NI | NISOURCE INC | $24,680 | -9.8% | 1,000 | 0.0% | 0.01% | 0.0% | |
SCHW | SCHWAB CHARLES CORP | $25,693 | -3.1% | 468 | 0.0% | 0.01% | 0.0% | |
CSX | Sell | CSX CORP | $25,246 | -19.6% | 821 | -10.9% | 0.01% | -12.5% |
NEM | NEWMONT CORP | $25,200 | -13.4% | 682 | 0.0% | 0.01% | -6.7% | |
SPSM | SPDR SER TRportfolio s&p500 | $25,350 | -5.0% | 687 | 0.0% | 0.01% | 0.0% | |
BANC | BANC OF CALIFORNIA INC | $24,760 | +6.9% | 2,000 | 0.0% | 0.01% | +16.7% | |
ACWI | ISHARES TRmsci acwi etf | $25,402 | -3.7% | 275 | 0.0% | 0.01% | 0.0% | |
GLD | Sell | SPDR GOLD TR | $25,889 | -58.3% | 151 | -56.6% | 0.01% | -56.2% |
TROW | Buy | PRICE T ROWE GROUP INC | $25,379 | -4.8% | 242 | +1.7% | 0.01% | 0.0% |
EWU | Buy | ISHARES TRmsci uk etf new | $24,584 | +22.8% | 777 | +25.5% | 0.01% | +40.0% |
ISRG | INTUITIVE SURGICAL INC | $22,799 | -14.5% | 78 | 0.0% | 0.01% | -7.1% | |
HUN | HUNTSMAN CORP | $24,400 | -9.7% | 1,000 | 0.0% | 0.01% | -7.1% | |
NGVT | INGEVITY CORP | $23,805 | -18.1% | 500 | 0.0% | 0.01% | -13.3% | |
VBR | VANGUARD INDEX FDSsm cp val etf | $22,807 | -3.6% | 143 | 0.0% | 0.01% | +8.3% | |
AL | Sell | AIR LEASE CORPcl a | $24,237 | -42.9% | 615 | -39.4% | 0.01% | -40.9% |
NOC | NORTHROP GRUMMAN CORP | $22,890 | -3.4% | 52 | 0.0% | 0.01% | +8.3% | |
BOH | Buy | BANK HAWAII CORP | $23,603 | +52.7% | 475 | +26.7% | 0.01% | +62.5% |
TIP | Buy | ISHARES TRtips bd etf | $24,063 | +0.7% | 232 | +4.5% | 0.01% | 0.0% |
VGT | Sell | VANGUARD WORLD FDSinf tech etf | $23,649 | -10.9% | 57 | -5.0% | 0.01% | -7.1% |
IYM | ISHARES TRu.s. bas mtl etf | $22,738 | -5.1% | 180 | 0.0% | 0.01% | 0.0% | |
DTE | Sell | DTE ENERGY CO | $24,324 | -16.6% | 245 | -7.5% | 0.01% | -13.3% |
META | LISTED FD TRroundhill ball | $23,605 | -8.7% | 2,490 | 0.0% | 0.01% | -7.1% | |
BND | VANGUARD BD INDEX FDStotal bnd mrkt | $23,376 | -4.0% | 335 | 0.0% | 0.01% | 0.0% | |
AEY | Sell | ADDVANTAGE TECHNOLOGIES GROUP | $23,201 | -47.3% | 61,056 | -14.1% | 0.01% | -43.5% |
BIL | SPDR SER TRbloomberg 1-3 mo | $23,139 | 0.0% | 252 | 0.0% | 0.01% | +8.3% | |
SPYD | Buy | SPDR SER TRprtflo s&p500 hi | $22,971 | +80.6% | 655 | +91.0% | 0.01% | +85.7% |
HPE | HEWLETT PACKARD ENTERPRISE CO | $20,844 | +3.4% | 1,200 | 0.0% | 0.01% | +9.1% | |
PDI | PIMCO DYNAMIC INCOME FD | $22,274 | -7.8% | 1,289 | 0.0% | 0.01% | -7.7% | |
TM | TOYOTA MOTOR CORPads | $21,930 | +11.8% | 122 | 0.0% | 0.01% | +20.0% | |
A | AGILENT TECHNOLOGIES INC | $21,581 | -7.0% | 193 | 0.0% | 0.01% | 0.0% | |
IEMG | Buy | ISHARES INCcore msci emkt | $22,367 | +78.0% | 470 | +84.3% | 0.01% | +71.4% |
HSIC | HENRY SCHEIN INC | $22,275 | -8.4% | 300 | 0.0% | 0.01% | -7.7% | |
OPI | Sell | OFFICE PPTYS INCOME TR COM | $21,677 | -48.2% | 5,287 | -2.8% | 0.01% | -45.5% |
IUSV | ISHARES TRcore s&p us vlu | $21,192 | -4.7% | 284 | 0.0% | 0.01% | 0.0% | |
JFR | NUVEEN FLOATING RATE INCOME FD | $21,001 | +4.1% | 2,558 | 0.0% | 0.01% | +9.1% | |
FICO | FAIR ISAAC CORP | $21,713 | +7.3% | 25 | 0.0% | 0.01% | +9.1% | |
BEP | Buy | BROOKFIELD RENEWABLE PARTNERSpartnership unit | $21,544 | -18.0% | 991 | +11.2% | 0.01% | -14.3% |
NVO | Buy | NOVO-NORDISK A Sadr | $20,189 | +12.4% | 222 | +100.0% | 0.01% | +22.2% |
BBJP | Buy | J P MORGAN EXCHANGE TRADED Fbetabuldrs japan | $20,247 | +77.0% | 403 | +81.5% | 0.01% | +83.3% |
VMC | VULCAN MATLS CO | $20,000 | -10.4% | 99 | 0.0% | 0.01% | -8.3% | |
FDN | FIRST TR EXCHANGE-TRADED FDdj internt idx | $19,153 | -2.1% | 120 | 0.0% | 0.01% | +10.0% | |
JCTCF | JEWETT CAMERON TRADING LTD | $19,530 | +5.7% | 4,200 | 0.0% | 0.01% | +10.0% | |
PDBC | INVESCO OPTIMUM YIELD DIVERSIFIED | $20,183 | +9.9% | 1,350 | 0.0% | 0.01% | +10.0% | |
PCAR | PACCAR INC | $19,130 | +1.6% | 225 | 0.0% | 0.01% | +10.0% | |
ENVIROTECH VEHICLES INC | $20,619 | -24.8% | 13,050 | 0.0% | 0.01% | -21.4% | ||
IEO | ISHARES TRus oil gs ex etf | $19,506 | +14.8% | 200 | 0.0% | 0.01% | +22.2% | |
TSCO | TRACTOR SUPPLY CO | $20,305 | -8.2% | 100 | 0.0% | 0.01% | -8.3% | |
IYJ | ISHARES TRus industrials | $20,178 | -4.9% | 200 | 0.0% | 0.01% | 0.0% | |
EZU | ISHARES INCmsci eurzone etf | $19,768 | -7.8% | 468 | 0.0% | 0.01% | 0.0% | |
DEA | Buy | EASTERLY GOVT PPTYS INC | $19,294 | -21.0% | 1,688 | +0.2% | 0.01% | -15.4% |
PDT | HANCOCK JOHN PREM DIVID FD | $19,798 | -18.3% | 2,058 | 0.0% | 0.01% | -15.4% | |
EWC | Buy | ISHARES INCmsci cda etf | $18,303 | +73.8% | 547 | +81.7% | 0.01% | +66.7% |
HYT | BLACKROCK CORPOR HI YLD FD INC | $17,174 | -3.3% | 1,990 | 0.0% | 0.01% | +11.1% | |
BTI | BRITISH AMERN TOB PLCsponsored adr | $18,658 | -5.4% | 594 | 0.0% | 0.01% | 0.0% | |
FLRN | SPDR SER TRbloomberg invt | $17,234 | +0.1% | 561 | 0.0% | 0.01% | +11.1% | |
BBDC | BARINGS BDC INC | $17,446 | +13.6% | 1,958 | 0.0% | 0.01% | +25.0% | |
NOMD | NOMAD FOODS LTD USD ORD | $18,599 | -13.1% | 1,222 | 0.0% | 0.01% | -9.1% | |
KBE | Buy | SPDR SER TRs&p bk etf | $17,680 | +3.4% | 480 | +1.1% | 0.01% | +11.1% |
CDMO | AVID BIOSERVICES INC | $18,880 | -32.4% | 2,000 | 0.0% | 0.01% | -33.3% | |
SPDW | Buy | SPDR INDEX SHS FDSportfolio devlpd | $18,234 | -0.5% | 588 | +4.4% | 0.01% | 0.0% |
GVI | ISHARES TRintrm gov cr etf | $17,226 | -1.5% | 170 | 0.0% | 0.01% | +11.1% | |
PCVX | VAXCYTE INC | $18,302 | +2.1% | 359 | 0.0% | 0.01% | +11.1% | |
JAAA | JANUS DETROIT STREET TRUST JANUS HENDERSON AAAclo etf | $18,924 | +1.0% | 376 | 0.0% | 0.01% | 0.0% | |
LW | LAMB WESTON HLDGS INC | $18,492 | -19.6% | 200 | 0.0% | 0.01% | -16.7% | |
YUM | YUM BRANDS INC | $17,367 | -9.8% | 139 | 0.0% | 0.01% | 0.0% | |
AEM | AGNICO EAGLE MINES LTD | $17,271 | -9.1% | 380 | 0.0% | 0.01% | 0.0% | |
CHD | CHURCH & DWIGHT CO INC | $18,326 | -8.6% | 200 | 0.0% | 0.01% | -9.1% | |
TAP | Sell | MOLSON COORS BEVERAGE COcl b | $17,360 | -19.4% | 273 | -16.5% | 0.01% | -9.1% |
VTRS | Sell | VIATRIS INC | $18,578 | -36.2% | 1,884 | -35.5% | 0.01% | -33.3% |
PYPL | PAYPAL HLDGS INC | $17,246 | -12.4% | 295 | 0.0% | 0.01% | 0.0% | |
TOTL | SSGA ACTIVE ETF TRspdr tr tactic | $15,924 | -4.7% | 412 | 0.0% | 0.01% | 0.0% | |
ENPH | ENPHASE ENERGY INC | $15,620 | -28.3% | 130 | 0.0% | 0.01% | -18.2% | |
FORGE GLOBAL HOLDINGS INC | $15,869 | -16.5% | 7,817 | 0.0% | 0.01% | -10.0% | ||
ZTS | ZOETIS INCcl a | $16,006 | +1.0% | 92 | 0.0% | 0.01% | +12.5% | |
SPTM | SPDR PORTFOLIO S&P 1500 | $15,957 | -3.6% | 304 | 0.0% | 0.01% | 0.0% | |
CAG | CONAGRA BRANDS INC | $16,452 | -18.7% | 600 | 0.0% | 0.01% | -18.2% | |
Sell | KYNDRYL HLDGS INC | $15,659 | -1.8% | 1,037 | -13.7% | 0.01% | +12.5% | |
RYAM | RAYONIER ADVANCED MATLS INC | $15,930 | -17.3% | 4,500 | 0.0% | 0.01% | -10.0% | |
ACWV | ISHARES INCmsci gbl min vol | $15,458 | -2.7% | 162 | 0.0% | 0.01% | +12.5% | |
SPSB | SPDR SER TRportfolio short | $16,918 | -0.4% | 577 | 0.0% | 0.01% | 0.0% | |
EFA | Buy | ISHARES TRmsci eafe etf | $17,092 | +20.9% | 248 | +27.2% | 0.01% | +28.6% |
LBRDK | LIBERTY BROADBAND CORP | $16,346 | +14.0% | 179 | 0.0% | 0.01% | +12.5% | |
AEE | AMEREN CORP | $14,442 | -8.4% | 193 | 0.0% | 0.01% | 0.0% | |
PCK | PIMCO CALIF MUN INCOME FD II | $15,060 | -15.6% | 3,000 | 0.0% | 0.01% | -11.1% | |
BSCO | INVESCO EXCH TRD SLF IDX FD | $14,035 | +0.5% | 679 | 0.0% | 0.01% | +14.3% | |
ICF | ISHARES TRcohen steer reit | $14,546 | -9.7% | 290 | 0.0% | 0.01% | 0.0% | |
EMX | EMX RTY CORP | $15,107 | -6.3% | 8,487 | 0.0% | 0.01% | 0.0% | |
AWK | AMERICAN WTR WKS CO INC | $14,860 | -13.3% | 120 | 0.0% | 0.01% | -11.1% | |
SHYG | Buy | ISHARES TR0-5yr hi yl cp | $14,361 | +83.3% | 350 | +85.2% | 0.01% | +100.0% |
FCNCA | FIRST CTZNS BANCSHARES INC N Ccl a | $13,801 | +7.5% | 10 | 0.0% | 0.01% | +14.3% | |
VCIT | VANGUARD SCOTTSDALE FDSint-term corp | $14,816 | -3.9% | 195 | 0.0% | 0.01% | 0.0% | |
YUMC | YUM CHINA HLDGS INC | $11,980 | -1.4% | 215 | 0.0% | 0.01% | +16.7% | |
RYN | RAYONIER INC | $12,807 | -9.4% | 450 | 0.0% | 0.01% | 0.0% | |
EEM | Buy | ISHARES TRmsci emg mkt etf | $13,434 | +1.7% | 354 | +6.0% | 0.01% | 0.0% |
FEI | FIRST TR MLP & ENERGY INCOM FD | $12,545 | +2.6% | 1,586 | 0.0% | 0.01% | +16.7% | |
RWT | REDWOOD TRUST INC | $12,335 | +11.9% | 1,730 | 0.0% | 0.01% | +16.7% | |
REZI | RESIDEO TECHNOLOGIES INC | $13,161 | -10.5% | 833 | 0.0% | 0.01% | -12.5% | |
PGR | PROGRESSIVE CORP | $12,955 | +5.2% | 93 | 0.0% | 0.01% | +16.7% | |
CCD | CALAMOS DYNAMIC CONV & INCOME | $12,116 | -14.3% | 650 | 0.0% | 0.01% | 0.0% | |
MXC | New | MEXCO ENERGY CORP | $12,988 | – | 1,000 | +100.0% | 0.01% | – |
EIX | EDISON INTL | $12,658 | -8.9% | 200 | 0.0% | 0.01% | 0.0% | |
VIAC | Sell | PARAMOUNT GLOBAL CLASS B | $12,178 | -21.8% | 944 | -3.6% | 0.01% | -12.5% |
IYR | ISHARES TRu.s. real es etf | $12,971 | -9.7% | 166 | 0.0% | 0.01% | -12.5% | |
VOD | VODAFONE GROUP PLC NEWsponsored adr | $12,096 | +0.3% | 1,276 | 0.0% | 0.01% | +16.7% | |
COWZ | PACER FDS TRus cash cows 100 | $12,605 | +3.3% | 255 | 0.0% | 0.01% | +16.7% | |
AMBA | AMBARELLA INC | $11,932 | -36.6% | 225 | 0.0% | 0.01% | -30.0% | |
EWA | Buy | ISHARES INCmsci aust etf | $10,712 | +73.4% | 498 | +81.8% | 0.01% | +100.0% |
FV | FIRST TR EXCHANGE-TRADED FDdorsey wrt 5 etf | $10,411 | -5.6% | 235 | 0.0% | 0.01% | 0.0% | |
FITB | FIFTH THIRD BANCORP | $9,980 | -3.4% | 394 | 0.0% | 0.01% | +20.0% | |
SEE | SEALED AIR CORP | $11,370 | -17.8% | 346 | 0.0% | 0.01% | -14.3% | |
ESGV | Buy | VANGUARD WORLD FDesg us stk etf | $10,756 | +4.8% | 143 | +9.2% | 0.01% | +20.0% |
New | LIBERTY MEDIA CORP DEL | $10,653 | – | 171 | +100.0% | 0.01% | – | |
DFIN | DONNELLEY FINL SOLUTIONS INC | $10,299 | +23.6% | 183 | 0.0% | 0.01% | +50.0% | |
IUSG | ISHARES TRcore s&p us gwt | $11,190 | -2.9% | 118 | 0.0% | 0.01% | 0.0% | |
BX | BLACKSTONE INC | $10,714 | +15.2% | 100 | 0.0% | 0.01% | +20.0% | |
EWT | ISHARES INCmsci taiwan etf | $10,915 | -5.3% | 245 | 0.0% | 0.01% | 0.0% | |
SII | SPROTT INC | $10,665 | -6.0% | 350 | 0.0% | 0.01% | 0.0% | |
EEMA | Buy | ISHARES INCmsci em asia etf | $10,894 | +82.2% | 173 | +90.1% | 0.01% | +100.0% |
NS | Sell | NUSTAR ENERGY LP UNIT | $10,534 | -16.5% | 604 | -17.9% | 0.01% | -14.3% |
BAB | INVESCO EXCH TRADED FD TR IItaxable mun bd | $11,381 | -4.7% | 450 | 0.0% | 0.01% | 0.0% | |
EBAY | Sell | EBAY INC. | $10,273 | -31.0% | 233 | -30.0% | 0.01% | -25.0% |
BSX | BOSTON SCIENTIFIC CORP | $10,560 | -2.4% | 200 | 0.0% | 0.01% | 0.0% | |
EFT | EATON VANCE FLTING RATE INC TR | $9,996 | +5.4% | 812 | 0.0% | 0.01% | +20.0% | |
IJH | ISHARES TRcore s&p mcp etf | $10,971 | -4.6% | 44 | 0.0% | 0.01% | 0.0% | |
INTU | INTUIT | $10,219 | +11.5% | 20 | 0.0% | 0.01% | +20.0% | |
CWB | SPDR SER TRbbg conv sec etf | $10,170 | -3.1% | 150 | 0.0% | 0.01% | +20.0% | |
ELAN | ELANCO ANIMAL HEALTH INC | $10,026 | +11.7% | 892 | 0.0% | 0.01% | +20.0% | |
Sell | SYLVAMO CORP | $11,251 | -31.7% | 256 | -37.1% | 0.01% | -33.3% | |
VTIP | Buy | VANGUARD MALVERN FDSstrm infproidx | $10,922 | +109.4% | 231 | +110.0% | 0.01% | +100.0% |
ON | ON SEMICONDUCTOR CORP | $11,247 | -1.7% | 121 | 0.0% | 0.01% | 0.0% | |
KHC | KRAFT HEINZ CO | $11,505 | -5.2% | 342 | 0.0% | 0.01% | 0.0% | |
AZN | ASTRAZENECA PLCsponsored adr | $9,684 | -5.4% | 143 | 0.0% | 0.01% | 0.0% | |
ROKU | ROKU INC | $8,471 | +10.4% | 120 | 0.0% | 0.01% | +25.0% | |
MRO | MARATHON OIL CORP | $9,015 | +16.2% | 337 | 0.0% | 0.01% | +25.0% | |
IJS | ISHARES TRsp smcp600vl etf | $9,100 | -6.2% | 102 | 0.0% | 0.01% | 0.0% | |
CLDX | CELLDEX THERAPEUTICS INC | $9,632 | -18.9% | 350 | 0.0% | 0.01% | -16.7% | |
IWP | ISHARES TRrus md cp gr etf | $9,318 | -5.5% | 102 | 0.0% | 0.01% | 0.0% | |
GDX | VANECK ETF TRUSTgold miners etf | $9,203 | -10.6% | 342 | 0.0% | 0.01% | 0.0% | |
AMD | ADVANCED MICRO DEVICES INC | $9,871 | -9.7% | 96 | 0.0% | 0.01% | -16.7% | |
IXC | Buy | ISHARES TRglobal energ etf | $8,582 | +18.2% | 208 | +6.7% | 0.01% | +25.0% |
SPLV | New | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $8,172 | – | 139 | +100.0% | 0.01% | – |
TSM | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $8,516 | -13.9% | 98 | 0.0% | 0.01% | 0.0% | |
BERY | BERRY GLOBAL GROUP INC | $9,844 | -3.8% | 159 | 0.0% | 0.01% | 0.0% | |
EXC | EXELON CORP | $9,863 | -7.2% | 261 | 0.0% | 0.01% | -16.7% | |
BIIB | BIOGEN INC | $8,738 | -9.8% | 34 | 0.0% | 0.01% | 0.0% | |
VMBS | VANGUARD SCOTTSDALE FDSmtg-bkd secs etf | $8,712 | -4.8% | 199 | 0.0% | 0.01% | 0.0% | |
HRB | BLOCK H & R INC | $8,612 | +35.1% | 200 | 0.0% | 0.01% | +66.7% | |
TLH | ISHARES TR10-20 yr trs etf | $9,355 | -11.1% | 95 | 0.0% | 0.01% | -16.7% | |
ETN | EATON CORP PLC | $8,531 | +6.1% | 40 | 0.0% | 0.01% | +25.0% | |
CCF | Buy | CHASE CORP | $9,288 | +17.9% | 73 | +12.3% | 0.01% | +25.0% |
URI | UNITED RENTALS INC | $9,781 | -0.2% | 22 | 0.0% | 0.01% | 0.0% | |
NCA | NUVEEN CALIFORNIA MUNI VLU FD | $9,031 | -4.0% | 1,100 | 0.0% | 0.01% | 0.0% | |
New | SIGHT SCIENCES INC | $6,740 | – | 2,000 | +100.0% | 0.00% | – | |
FCX | FREEPORT-MCMORAN INCcl b | $6,451 | -6.8% | 173 | 0.0% | 0.00% | 0.0% | |
SYY | SYSCO CORP | $6,605 | -11.0% | 100 | 0.0% | 0.00% | 0.0% | |
BSV | VANGUARD BD INDEX FDSshort trm bond | $7,291 | -0.5% | 97 | 0.0% | 0.00% | 0.0% | |
TTE | TOTALENERGIES SEsponsored ads | $7,299 | +14.1% | 111 | 0.0% | 0.00% | +33.3% | |
IGLB | Buy | ISHARES TR10+ yr invst grd | $7,872 | +66.0% | 167 | +81.5% | 0.00% | +100.0% |
EFAV | New | ISHARES TRmsci eafe min vl | $6,718 | – | 103 | +100.0% | 0.00% | – |
USHY | ISHARES TRbroad usd high | $7,740 | -1.7% | 223 | 0.0% | 0.00% | 0.0% | |
RSP | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $7,226 | -5.3% | 51 | 0.0% | 0.00% | 0.0% | |
MCK | MCKESSON CORP | $6,523 | +1.8% | 15 | 0.0% | 0.00% | +33.3% | |
WEC | WEC ENERGY GROUP INC | $8,055 | -8.7% | 100 | 0.0% | 0.00% | -20.0% | |
OGN | Sell | ORGANON & CO | $7,031 | -54.7% | 405 | -45.7% | 0.00% | -50.0% |
OMI | OWENS & MINOR INC | $6,464 | -15.1% | 400 | 0.0% | 0.00% | 0.0% | |
USTB | VICTORY PORTFOLIOS IIshort trm bd etf | $8,121 | +0.1% | 166 | 0.0% | 0.00% | 0.0% | |
CTAS | CINTAS CORP | $7,696 | -3.2% | 16 | 0.0% | 0.00% | 0.0% | |
VRTX | VERTEX PHARMACEUTICALS INC | $7,650 | -1.2% | 22 | 0.0% | 0.00% | 0.0% | |
QS | QUANTUMSCAPE CORP | $7,526 | -16.3% | 1,125 | 0.0% | 0.00% | -20.0% | |
IWS | ISHARES TRrus bdcp val etf | $6,782 | -5.0% | 65 | 0.0% | 0.00% | 0.0% | |
VOE | VANGUARD INDEX FDSmcap vl idxvip | $6,417 | -5.4% | 49 | 0.0% | 0.00% | 0.0% | |
IGR | CBRE GBL REAL ESTATE INC FD | $6,462 | -14.0% | 1,436 | 0.0% | 0.00% | 0.0% | |
IWN | ISHARES TRrus 2000 val etf | $6,506 | -3.7% | 48 | 0.0% | 0.00% | 0.0% | |
IWO | ISHARES TRrus 2000 grw etf | $7,397 | -7.6% | 33 | 0.0% | 0.00% | 0.0% | |
CUZ | COUSINS PPTYS INC | $5,500 | -10.7% | 270 | 0.0% | 0.00% | 0.0% | |
PZZA | PAPA JOHNS INTL INC | $6,140 | -7.6% | 90 | 0.0% | 0.00% | 0.0% | |
Sell | CONSTELLATION ENERGY CORP | $5,454 | -30.7% | 50 | -41.9% | 0.00% | -25.0% | |
DFAT | DIMENSIONAL ETF TRUSTus targeted vlu | $5,117 | -1.5% | 112 | 0.0% | 0.00% | 0.0% | |
NVR | NVR INC | $5,963 | -6.1% | 1 | 0.0% | 0.00% | 0.0% | |
MUFG | MITSUBISHI UFJ FINL GROUP INCsponsored ads | $5,170 | +15.2% | 609 | 0.0% | 0.00% | +50.0% | |
CC | Sell | CHEMOURS CO | $5,386 | -31.8% | 192 | -10.3% | 0.00% | -25.0% |
MPW | MEDICAL PPTYS TRUST INC | $5,450 | -41.1% | 1,000 | 0.0% | 0.00% | -40.0% | |
CHTR | CHARTER COMMUNICATIONS INCnew cl a | $5,718 | +19.7% | 13 | 0.0% | 0.00% | 0.0% | |
WY | Sell | WEYERHAEUSER CO MTN BE | $4,568 | -41.2% | 149 | -35.8% | 0.00% | -25.0% |
New | EVOLV TECHNOLOGIES HLDNGS INC | $4,860 | – | 1,000 | +100.0% | 0.00% | – | |
ASIX | ADVANSIX INC | $6,216 | -11.1% | 200 | 0.0% | 0.00% | -25.0% | |
LUCID GROUP INC | $5,590 | -18.9% | 1,000 | 0.0% | 0.00% | -25.0% | ||
EXPE | EXPEDIA GROUP INC | $5,154 | -5.8% | 50 | 0.0% | 0.00% | 0.0% | |
PHM | PULTE GROUP INC | $5,109 | -4.7% | 69 | 0.0% | 0.00% | 0.0% | |
PHO | INVESCO EXCHANGE TRADED FD Twater res etf | $4,786 | -5.7% | 90 | 0.0% | 0.00% | 0.0% | |
COF | CAPITAL ONE FINL CORP | $5,047 | -11.3% | 52 | 0.0% | 0.00% | 0.0% | |
ACN | ACCENTURE PLC IRELAND SHSclass a | $5,528 | -0.5% | 18 | 0.0% | 0.00% | 0.0% | |
ASX | ASE TECHNOLOGY HLDG CO LTDsponsored ads | $5,008 | -3.5% | 666 | 0.0% | 0.00% | 0.0% | |
EMXC | ISHARES INCmsci emrg chn | $6,179 | -4.1% | 124 | 0.0% | 0.00% | 0.0% | |
Sell | RIVIAN AUTOMOTIVE INC | $6,119 | +21.6% | 252 | -16.6% | 0.00% | 0.0% | |
IQDF | FLEXHARES TRintl qltdv idx | $5,771 | -3.9% | 271 | 0.0% | 0.00% | 0.0% | |
VTR | VENTAS INC | $5,224 | -10.9% | 124 | 0.0% | 0.00% | 0.0% | |
GOVT | New | ISHARES TRus treas bd etf | $4,783 | – | 217 | +100.0% | 0.00% | – |
ROP | ROPER TECHNOLOGIES INC | $4,843 | +0.7% | 10 | 0.0% | 0.00% | 0.0% | |
APTV | APTIV PLC | $5,422 | -3.4% | 55 | 0.0% | 0.00% | 0.0% | |
VLO | VALERO ENERGY CORP | $5,952 | +20.8% | 42 | 0.0% | 0.00% | 0.0% | |
AZO | AUTOZONE INC | $5,080 | +1.9% | 2 | 0.0% | 0.00% | 0.0% | |
BIV | VANGUARD BD INDEX FDSintermed term | $4,845 | -3.9% | 67 | 0.0% | 0.00% | 0.0% | |
TDC | TERADATA CORP DEL | $6,303 | -15.7% | 140 | 0.0% | 0.00% | -25.0% | |
New | TECHPRECISION CORP | $5,445 | – | 750 | +100.0% | 0.00% | – | |
IJR | ISHARES TRcore s&p scp etf | $4,905 | -5.3% | 52 | 0.0% | 0.00% | 0.0% | |
TJX | TJX COS INC | $5,155 | +4.8% | 58 | 0.0% | 0.00% | 0.0% | |
ABC | CENCORA INC | $5,759 | -6.5% | 32 | 0.0% | 0.00% | 0.0% | |
SYK | STRYKER CORPORATION | $4,646 | -10.4% | 17 | 0.0% | 0.00% | 0.0% | |
BHP | BHP GROUP LTDsponsored ads | $4,835 | -4.7% | 85 | 0.0% | 0.00% | 0.0% | |
TT | TRANE TECHNOLOGIES PLC | $5,073 | +6.1% | 25 | 0.0% | 0.00% | 0.0% | |
CME | CME GROUP INC | $4,805 | +8.1% | 24 | 0.0% | 0.00% | +50.0% | |
EWL | ISHARES INCmsci switzerland | $6,100 | -5.7% | 140 | 0.0% | 0.00% | 0.0% | |
OMC | Buy | OMNICOM GROUP INC | $5,512 | -14.8% | 74 | +8.8% | 0.00% | 0.0% |
ODFL | OLD DOMINION FREIGHT LINE INC | $4,910 | +10.7% | 12 | 0.0% | 0.00% | +50.0% | |
CARDIO DIAGNOSTICS HOLDGS INC | $2,754 | -71.4% | 8,101 | 0.0% | 0.00% | -60.0% | ||
FDX | FEDEX CORP | $3,974 | +6.9% | 15 | 0.0% | 0.00% | 0.0% | |
SRE | Buy | SEMPRA | $4,490 | -6.5% | 66 | +100.0% | 0.00% | -33.3% |
VMW | Sell | VMWARE INC | $2,997 | -60.6% | 18 | -66.0% | 0.00% | -50.0% |
SPWR | SUNPOWER CORP | $3,702 | -37.0% | 600 | 0.0% | 0.00% | -33.3% | |
KIM | KIMCO RLTY CORP | $2,920 | -10.8% | 166 | 0.0% | 0.00% | 0.0% | |
NOW | SERVICENOW INC | $3,354 | -0.5% | 6 | 0.0% | 0.00% | 0.0% | |
SNY | Sell | SANOFIsponsored adr | $3,755 | -22.6% | 70 | -22.2% | 0.00% | -33.3% |
HWM | HOWMET AEROSPACE INC | $3,379 | -6.6% | 73 | 0.0% | 0.00% | 0.0% | |
REET | ISHARES TRglobal reit etf | $3,027 | -7.9% | 143 | 0.0% | 0.00% | 0.0% | |
SLQD | ISHARES TR0-5yr invt gr cp | $3,600 | -0.4% | 75 | 0.0% | 0.00% | 0.0% | |
RELX | RELX PLCsponsored adr | $3,842 | +0.8% | 114 | 0.0% | 0.00% | 0.0% | |
IFN | INDIA FD INC | $3,484 | +4.9% | 200 | 0.0% | 0.00% | 0.0% | |
VNQI | VANGUARD INTL EQUITY INDEX Fglb ex us etf | $4,204 | -3.2% | 108 | 0.0% | 0.00% | 0.0% | |
VONG | VANGUARD SCOTTSDALE FDSvng rus1000grw | $4,106 | -3.3% | 60 | 0.0% | 0.00% | 0.0% | |
SCI | SERVICE CORP INTL | $2,914 | -11.5% | 51 | 0.0% | 0.00% | 0.0% | |
CNI | CANADIAN NATL RY CO | $4,008 | -10.5% | 37 | 0.0% | 0.00% | 0.0% | |
DEO | DIAGEO PLC SPONadr new | $3,133 | -14.0% | 21 | 0.0% | 0.00% | 0.0% | |
SRT | STARTEK INC | $4,063 | +11.3% | 1,250 | 0.0% | 0.00% | 0.0% | |
BMRN | BIOMARIN PHARMACEUTICAL INC | $2,743 | +2.1% | 31 | 0.0% | 0.00% | +100.0% | |
CRWD | CROWDSTRIKE HLDGS INCcl a | $4,185 | +14.0% | 25 | 0.0% | 0.00% | 0.0% | |
SLV | ISHARES SILVER TRishares | $3,254 | -2.6% | 160 | 0.0% | 0.00% | 0.0% | |
HNNA | HENNESSY ADVISORS INC | $3,384 | -5.1% | 505 | 0.0% | 0.00% | 0.0% | |
VSS | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $4,248 | -3.9% | 40 | 0.0% | 0.00% | 0.0% | |
ARKK | Sell | ARK ETF TRinnovation etf | $4,284 | -38.6% | 108 | -31.6% | 0.00% | -50.0% |
ICLR | ICON PLC | $2,955 | -1.6% | 12 | 0.0% | 0.00% | 0.0% | |
EMB | New | ISHARES TRjpmorgan usd emg | $3,878 | – | 47 | +100.0% | 0.00% | – |
VONV | VANGUARD SCOTTSDALE FDSvng rus1000val | $2,800 | -3.7% | 42 | 0.0% | 0.00% | 0.0% | |
USFD | US FOODS HLDG CORP | $4,208 | -9.8% | 106 | 0.0% | 0.00% | 0.0% | |
ANTM | ELEVANCE HEALTH INC | $3,048 | -2.0% | 7 | 0.0% | 0.00% | 0.0% | |
MTN | VAIL RESORTS INC | $3,106 | -11.9% | 14 | 0.0% | 0.00% | 0.0% | |
HYMB | SPDR SER TRnuveen bloomberg | $3,335 | -4.7% | 140 | 0.0% | 0.00% | 0.0% | |
PSK | SPDR SER TRice pfd sec etf | $4,479 | -3.0% | 138 | 0.0% | 0.00% | 0.0% | |
RARE | ULTRAGENYX PHARMACEUTICAL INC | $4,385 | -22.7% | 123 | 0.0% | 0.00% | -33.3% | |
SPLK | SPLUNK INC | $2,779 | +37.8% | 19 | 0.0% | 0.00% | +100.0% | |
FANG | DIAMONDBACK ENERGY INC | $4,182 | +17.9% | 27 | 0.0% | 0.00% | 0.0% | |
BE | BLOOM ENERGY CORP | $3,116 | -18.9% | 235 | 0.0% | 0.00% | 0.0% | |
SOLID POWER INC | $3,030 | -20.5% | 1,500 | 0.0% | 0.00% | 0.0% | ||
DRAFTKINGS INC | $2,944 | +10.8% | 100 | 0.0% | 0.00% | +100.0% | ||
TEL | TE CONNECTIVITY LTD | $3,335 | -11.9% | 27 | 0.0% | 0.00% | 0.0% | |
HSBC | HSBC HLDGS PLC SPONadr new | $3,433 | -0.4% | 87 | 0.0% | 0.00% | 0.0% | |
IQV | IQVIA HLDGS INC | $4,132 | -12.5% | 21 | 0.0% | 0.00% | 0.0% | |
CFG | CITIZENS FINL GROUP INC | $4,261 | +2.7% | 159 | 0.0% | 0.00% | 0.0% | |
TLRY | TILRAY BRANDS INC | $2,873 | +53.2% | 1,202 | 0.0% | 0.00% | +100.0% | |
WCN | WASTE CONNECTIONS INC | $2,955 | -6.0% | 22 | 0.0% | 0.00% | 0.0% | |
BKNG | BOOKING HOLDINGS INC | $3,084 | +14.2% | 1 | 0.0% | 0.00% | +100.0% | |
AMT | AMERICAN TOWER CORP | $3,125 | -15.2% | 19 | 0.0% | 0.00% | 0.0% | |
MCHP | MICROCHIP TECHNOLOGY INC. | $2,966 | -12.9% | 38 | 0.0% | 0.00% | 0.0% | |
TDY | TELEDYNE TECHNOLOGIES INC | $2,860 | -0.6% | 7 | 0.0% | 0.00% | 0.0% | |
GTX | GARRETT MOTION INC | $3,940 | +4.1% | 500 | 0.0% | 0.00% | 0.0% | |
AIG | AMERICAN INTL GROUP INC | $4,060 | +5.3% | 67 | 0.0% | 0.00% | 0.0% | |
ENSG | Sell | ENSIGN GROUP INC | $3,253 | -31.8% | 35 | -30.0% | 0.00% | -33.3% |
TAN | INVESCO EXCH TRADED FD TR IIsolar etf | $3,107 | -27.5% | 60 | 0.0% | 0.00% | 0.0% | |
PIO | Sell | INVESCO EXCH TRADED FD TR IIglobal water | $3,378 | -46.0% | 100 | -42.9% | 0.00% | -33.3% |
VRSK | VERISK ANALYTICS INC | $2,835 | +4.5% | 12 | 0.0% | 0.00% | +100.0% | |
VRTV | VERITIV CORP | $4,224 | +34.5% | 25 | 0.0% | 0.00% | 0.0% | |
ATI | ATI INC | $4,115 | -7.0% | 100 | 0.0% | 0.00% | 0.0% | |
ITW | ILLINOIS TOOL WKS INC | $3,455 | -7.9% | 15 | 0.0% | 0.00% | 0.0% | |
SNOW | Buy | SNOWFLAKE INCcl a | $4,278 | -2.8% | 28 | +12.0% | 0.00% | 0.0% |
XBI | SPDR SER TRs&p biotech | $3,870 | -12.2% | 53 | 0.0% | 0.00% | 0.0% | |
WPM | WHEATON PRECIOUS METALS CORP | $4,055 | -6.2% | 100 | 0.0% | 0.00% | 0.0% | |
TRP | TC ENERGY CORP | $3,716 | -14.8% | 108 | 0.0% | 0.00% | 0.0% | |
HDB | HDFC BANK LTDsponsored ads | $4,131 | -15.3% | 70 | 0.0% | 0.00% | -33.3% | |
MDY | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $3,196 | -4.7% | 7 | 0.0% | 0.00% | 0.0% | |
SIVR | ABRDN SILVER ETF TRUST | $3,933 | -2.7% | 185 | 0.0% | 0.00% | 0.0% | |
ORION OFFICE REIT INC | $2,714 | -21.2% | 521 | 0.0% | 0.00% | 0.0% | ||
FOLD | AMICUS THERAPEUTICS INC | $4,013 | -3.2% | 330 | 0.0% | 0.00% | 0.0% | |
LYV | LIVE NATION ENTERTAINMENT INC | $3,322 | -8.8% | 40 | 0.0% | 0.00% | 0.0% | |
PGF | INVESCO EXCHANGE TRADED FD Tfinl pfd etf | $3,164 | -2.0% | 225 | 0.0% | 0.00% | 0.0% | |
LII | LENNOX INTL INC | $3,744 | +14.8% | 10 | 0.0% | 0.00% | 0.0% | |
EL | LAUDER ESTEE COS INCcl a | $3,036 | -26.4% | 21 | 0.0% | 0.00% | 0.0% | |
FSLY | FASTLY INCcl a | $2,876 | +21.6% | 150 | 0.0% | 0.00% | +100.0% | |
DTM | Sell | DT MIDSTREAM INC | $3,440 | -39.7% | 65 | -43.5% | 0.00% | -33.3% |
QRVO | QORVO INC | $2,960 | -6.4% | 31 | 0.0% | 0.00% | 0.0% | |
HBAN | HUNTINGTON BANCSHARES INC | $967 | -3.6% | 93 | 0.0% | 0.00% | 0.0% | |
HLT | HILTON WORLDWIDE HLDGS INC | $1,051 | +3.1% | 7 | 0.0% | 0.00% | 0.0% | |
IPGP | IPG PHOTONICS CORP | $914 | -25.2% | 9 | 0.0% | 0.00% | 0.0% | |
HFRO | HIGHLAND INCOME FD | $2,291 | -11.0% | 285 | 0.0% | 0.00% | 0.0% | |
IR | INGERSOLL RAND INC | $1,402 | -2.5% | 22 | 0.0% | 0.00% | 0.0% | |
IBKR | INTERACTIVE BROKERS GROUP INC | $2,597 | +4.2% | 30 | 0.0% | 0.00% | 0.0% | |
ICPT | INTERCEPT PHARMACEUTICALS INC | $1,854 | +67.6% | 100 | 0.0% | 0.00% | 0.0% | |
HAS | HASBRO INC | $1,587 | +2.1% | 24 | 0.0% | 0.00% | 0.0% | |
PGX | INVESCO EXCH TRADED FD TR IIpfd etf | $2,190 | -3.7% | 200 | 0.0% | 0.00% | 0.0% | |
KBWR | INVESCO EXCH TRD FD TR IIkbw regl bkg | $2,191 | +1.0% | 50 | 0.0% | 0.00% | 0.0% | |
IRM | Sell | IRON MTN INC DEL | $1,486 | -47.7% | 25 | -50.0% | 0.00% | 0.0% |
EWK | ISHARES INCmsci belgium etf | $2,424 | -2.3% | 140 | 0.0% | 0.00% | 0.0% | |
DIV | GLOBAL X FDSglobx supdv us | $1,620 | -3.0% | 100 | 0.0% | 0.00% | 0.0% | |
GKOS | GLAUKOS CORP | $1,881 | +5.7% | 25 | 0.0% | 0.00% | 0.0% | |
GOOD | GLADSTONE | $2,432 | -1.7% | 200 | 0.0% | 0.00% | 0.0% | |
GPS | Buy | GAP INC | $1,116 | +25.0% | 105 | +5.0% | 0.00% | – |
FC | New | FRANKLIN COVEY CO | $1,717 | – | 40 | +100.0% | 0.00% | – |
SUSA | ISHARES TRmsci usa esg slc | $1,979 | -3.9% | 22 | 0.0% | 0.00% | 0.0% | |
EWJ | New | ISHARES INCmsci jpn etf new | $904 | – | 15 | +100.0% | 0.00% | – |
FISV | FISERV INC | $1,130 | -10.5% | 10 | 0.0% | 0.00% | 0.0% | |
JLL | JONES LANG LASALLE INC | $1,412 | -9.4% | 10 | 0.0% | 0.00% | 0.0% | |
RDVY | FIRST TR EXCHANGE-TRADED FDrisng divd achiv | $1,838 | -2.4% | 40 | 0.0% | 0.00% | 0.0% | |
IVOL | New | KRANESHARES TRquadrtc int rt | $1,028 | – | 50 | +100.0% | 0.00% | – |
LIPOCINE INC | $1,404 | -40.9% | 471 | 0.0% | 0.00% | 0.0% | ||
INFL | New | LISTED FD TRhorizon kinetics | $1,370 | – | 45 | +100.0% | 0.00% | – |
EXR | Sell | EXTRA SPACE STORAGE INC | $2,553 | -85.8% | 21 | -82.6% | 0.00% | -88.9% |
LBC | LUTHER BURBANK CORP | $2,100 | -5.8% | 250 | 0.0% | 0.00% | 0.0% | |
MP | Sell | MP MATERIALS CORP | $1,910 | -44.3% | 100 | -33.3% | 0.00% | -50.0% |
ES | EVERSOURCE ENERGY | $1,977 | -18.0% | 34 | 0.0% | 0.00% | 0.0% | |
MFC | MANULIFE FINL CORP | $2,523 | -3.3% | 138 | 0.0% | 0.00% | 0.0% | |
VAC | MARRIOTT VACATIONS WORLDWIDE C | $1,711 | -18.0% | 17 | 0.0% | 0.00% | 0.0% | |
DOOR | MASONITE INTL CORP | $2,331 | -9.0% | 25 | 0.0% | 0.00% | 0.0% | |
MELI | MERCADOLIBRE INC | $1,268 | +7.0% | 1 | 0.0% | 0.00% | 0.0% | |
MEOH | METHANEX CORP | $1,126 | +8.9% | 25 | 0.0% | 0.00% | 0.0% | |
ERJ | New | EMBRAER S.A.sponsored ads | $1,372 | – | 100 | +100.0% | 0.00% | – |
EXG | EATON VANCE TAX-MANAGED GLOBAL | $2,182 | -6.9% | 296 | 0.0% | 0.00% | 0.0% | |
EMN | EASTMAN CHEM CO | $1,381 | -8.4% | 18 | 0.0% | 0.00% | 0.0% | |
E | ENI S P Asponsored adr | $1,979 | +10.9% | 62 | 0.0% | 0.00% | 0.0% | |
NXRT | NEXPOINT RESIDENTIAL TR INC | $2,124 | -29.2% | 66 | 0.0% | 0.00% | -50.0% | |
DOCS | DOXIMITY INCcl a | $2,122 | -37.6% | 100 | 0.0% | 0.00% | -50.0% | |
DOMO | DOMO INC | $1,540 | -33.1% | 157 | 0.0% | 0.00% | 0.0% | |
OXYWS | OCCIDENTAL PETE CORP*w exp 08/03/202 | $1,341 | +15.9% | 31 | 0.0% | 0.00% | 0.0% | |
DAL | DELTA AIR LINES INC DEL | $1,036 | -22.2% | 28 | 0.0% | 0.00% | 0.0% | |
DELL | DELL TECHNOLOGIES INCcl c | $1,309 | +27.3% | 19 | 0.0% | 0.00% | 0.0% | |
DE | DEERE & CO | $2,642 | -6.8% | 7 | 0.0% | 0.00% | 0.0% | |
OSK | OSHKOSH CORP | $2,386 | +10.2% | 25 | 0.0% | 0.00% | 0.0% | |
PACER FDS TRpac asset fltg | $1,867 | +1.5% | 40 | 0.0% | 0.00% | 0.0% | ||
CTSH | COGNIZANT TECHNOLOGY SOLUTIONScl a | $2,574 | +3.7% | 38 | 0.0% | 0.00% | 0.0% | |
PBI | PITNEY BOWES INC | $2,265 | -14.7% | 750 | 0.0% | 0.00% | 0.0% | |
PLD | PROLOGIS INC. | $2,244 | -8.5% | 20 | 0.0% | 0.00% | 0.0% | |
CNP | CENTERPOINT ENERGY INC | $1,181 | -8.0% | 44 | 0.0% | 0.00% | 0.0% | |
EMDV | PROSHARES TRmsci emrg mkts | $1,298 | -7.0% | 30 | 0.0% | 0.00% | 0.0% | |
CCL | CARNIVAL CORP | $1,084 | -27.2% | 79 | 0.0% | 0.00% | 0.0% | |
PWR | QUANTA SVCS INC | $1,871 | -4.8% | 10 | 0.0% | 0.00% | 0.0% | |
CAH | Sell | CARDINAL HEALTH INC | $2,605 | -54.1% | 30 | -50.0% | 0.00% | -66.7% |
RDI | READING INTL INCcl a | $2,120 | -20.0% | 1,000 | 0.0% | 0.00% | 0.0% | |
CSIQ | CANADIAN SOLAR INC | $1,231 | -36.4% | 50 | 0.0% | 0.00% | 0.0% | |
CNQ | CANADIAN NAT RES LTD | $1,099 | +15.0% | 17 | 0.0% | 0.00% | 0.0% | |
RIO | RIO TINTO PLCsponsored adr | $2,546 | -0.3% | 40 | 0.0% | 0.00% | 0.0% | |
ROK | ROCKWELL AUTOMATION INC | $2,573 | -13.2% | 9 | 0.0% | 0.00% | -50.0% | |
ROST | ROSS STORES INC | $2,711 | +0.7% | 24 | 0.0% | 0.00% | 0.0% | |
RGLD | ROYAL GOLD INC | $2,127 | -7.4% | 20 | 0.0% | 0.00% | 0.0% | |
SPMD | SPDR SER TRportfolio s&p400 | $1,051 | -4.5% | 24 | 0.0% | 0.00% | 0.0% | |
SHE | SPDR SER TRspdr msci usa ge | $1,530 | -3.5% | 18 | 0.0% | 0.00% | 0.0% | |
SCHH | SCHWAB STRATEGIC TRus reit etf | $2,130 | -9.1% | 120 | 0.0% | 0.00% | 0.0% | |
SCHP | New | SCHWAB STRATEGIC TRus tips etf | $1,161 | – | 23 | +100.0% | 0.00% | – |
CF | CF INDS HLDGS INC | $1,286 | +23.5% | 15 | 0.0% | 0.00% | 0.0% | |
SWAV | SHOCKWAVE MED INC | $1,991 | -30.2% | 10 | 0.0% | 0.00% | 0.0% | |
SIMO | SILICON MOTION TECHNOLOGY CORPsponsored adr | $1,640 | -28.7% | 32 | 0.0% | 0.00% | 0.0% | |
SNA | SNAP ON INC | $2,040 | -11.5% | 8 | 0.0% | 0.00% | 0.0% | |
SOHO | SOTHERLY HOTELS INC | $2,222 | -10.6% | 1,315 | 0.0% | 0.00% | 0.0% | |
SPRB | SPRUCE BIOSCIENCES INC | $2,260 | +5.1% | 1,000 | 0.0% | 0.00% | 0.0% | |
SCX | STARRETT L S COcl a | $2,150 | +2.9% | 200 | 0.0% | 0.00% | 0.0% | |
STWD | STARWOOD PPTY TR INC | $2,361 | -0.3% | 122 | 0.0% | 0.00% | 0.0% | |
BIO | BIO RAD LABS INCcl a | $2,151 | -5.5% | 6 | 0.0% | 0.00% | 0.0% | |
BRN | BARNWELL INDS INC | $1,196 | +3.3% | 454 | 0.0% | 0.00% | 0.0% | |
New | TKO GROUP HOLDINGS INCcl a | $2,102 | – | 25 | +100.0% | 0.00% | – | |
TPR | New | TAPESTRY INC | $2,300 | – | 80 | +100.0% | 0.00% | – |
VIV | TELEFONICA BRASIL SA NEWadr | $1,727 | -6.3% | 202 | 0.0% | 0.00% | 0.0% | |
TTD | THE TRADE DESK INC | $1,954 | +1.2% | 25 | 0.0% | 0.00% | 0.0% | |
ADSK | AUTODESK INC | $2,483 | +1.1% | 12 | 0.0% | 0.00% | 0.0% | |
ASH | ASHLAND INC | $2,205 | -6.1% | 27 | 0.0% | 0.00% | 0.0% | |
UCBI | New | UNITED CMNTY BKS BLAIRSVLE GA | $1,016 | – | 40 | +100.0% | 0.00% | – |
ADI | ANALOG DEVICES INC | $2,276 | -10.1% | 13 | 0.0% | 0.00% | 0.0% | |
VFC | V F CORP | $1,096 | -7.4% | 62 | 0.0% | 0.00% | 0.0% | |
VVV | VALVOLINE INC | $2,386 | -14.0% | 74 | 0.0% | 0.00% | 0.0% | |
APH | AMPHENOL CORPnew cl a | $1,176 | -1.1% | 14 | 0.0% | 0.00% | 0.0% | |
VEU | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $2,075 | -4.6% | 40 | 0.0% | 0.00% | 0.0% | |
VGLT | New | VANGUARD SCOTTSDALE FDSlong term treas | $1,721 | – | 31 | +100.0% | 0.00% | – |
ALGN | ALIGN TECHNOLOGY INC | $1,832 | -13.7% | 6 | 0.0% | 0.00% | 0.0% | |
ARE | ALEXANDRIA REAL ESTATE EQ INC | $2,002 | -11.8% | 20 | 0.0% | 0.00% | 0.0% | |
AA | ALCOA CORP | $2,473 | -14.3% | 85 | 0.0% | 0.00% | -50.0% | |
VOYA | VOYA FINANCIAL INC | $1,528 | -7.3% | 23 | 0.0% | 0.00% | 0.0% | |
WAB | Sell | WABTEC | $1,807 | -21.5% | 17 | -19.0% | 0.00% | 0.0% |
ALK | ALASKA AIR GROUP INC | $1,149 | -30.3% | 31 | 0.0% | 0.00% | 0.0% | |
WEN | WENDYS CO | $2,041 | -6.2% | 100 | 0.0% | 0.00% | 0.0% | |
WAL | WESTERN ALLIANCE BANCORP | $2,207 | +26.0% | 48 | 0.0% | 0.00% | 0.0% | |
WDC | WESTERN DIGITAL CORP. | $1,095 | +20.3% | 24 | 0.0% | 0.00% | – | |
WU | WESTERN UN CO | $2,307 | +12.4% | 175 | 0.0% | 0.00% | 0.0% | |
XSOE | WISDOMTREE TRem ex st-owned | $1,173 | -4.6% | 44 | 0.0% | 0.00% | 0.0% | |
WISDOMTREE TRartificial intel | $1,742 | -8.7% | 100 | 0.0% | 0.00% | 0.0% | ||
XYL | XYLEM INC | $2,094 | -19.2% | 23 | 0.0% | 0.00% | 0.0% | |
ZBH | ZIMMER BIOMET HOLDINGS INC | $2,020 | -22.9% | 18 | 0.0% | 0.00% | 0.0% | |
ZION | ZIONS BANCORPORATION N A | $1,361 | +29.9% | 39 | 0.0% | 0.00% | 0.0% | |
DOX | AMDOCS LTD | $1,774 | -14.5% | 21 | 0.0% | 0.00% | 0.0% | |
CPRI | CAPRI HOLDINGS LIMITED | $2,683 | +46.6% | 51 | 0.0% | 0.00% | 0.0% | |
FTI | TECHNIPFMC PLC | $1,668 | +22.4% | 82 | 0.0% | 0.00% | 0.0% | |
RIG | TRANSOCEAN LTD REG | $920 | +17.2% | 112 | 0.0% | 0.00% | – | |
SPOT | New | SPOTIFY TECHNOLOGY S A | $2,320 | – | 15 | +100.0% | 0.00% | – |
LYB | LYONDELLBASELL INDUSTRIES N V | $2,273 | +3.1% | 24 | 0.0% | 0.00% | 0.0% | |
NXPI | NXP SEMICONDUCTORS N V | $1,999 | -2.3% | 10 | 0.0% | 0.00% | 0.0% | |
HMC | HONDA MOTOR LTDadr ech cnv in 3 | $1,447 | +11.1% | 43 | 0.0% | 0.00% | 0.0% | |
SAIC | SCIENCE APPLICATIONS INTL CORP | $633 | -6.2% | 6 | 0.0% | 0.00% | – | |
CVV | CVD EQUIP CORP | $685 | -7.1% | 100 | 0.0% | 0.00% | – | |
ROL | ROLLINS INC | $373 | -12.9% | 10 | 0.0% | 0.00% | – | |
RBLX | ROBLOX CORPcl a | $203 | -28.0% | 7 | 0.0% | 0.00% | – | |
New | ROBINHOOD MKTS INC | $49 | – | 5 | +100.0% | 0.00% | – | |
RAD | RITE AID CORP | $3 | -72.7% | 7 | 0.0% | 0.00% | – | |
CGC | CANOPY GROWTH CORP | $117 | +101.7% | 150 | 0.0% | 0.00% | – | |
PMD | Sell | PSYCHEMEDICS CORP | $119 | -95.5% | 30 | -94.8% | 0.00% | -100.0% |
New | CAVA GROUP INC | $766 | – | 25 | +100.0% | 0.00% | – | |
CHPT | CHARGEPOINT HOLDINGS INC | $25 | -43.2% | 5 | 0.0% | 0.00% | – | |
PRG | PROG HOLDINGS INC | $266 | +3.5% | 8 | 0.0% | 0.00% | – | |
PFIE | New | PROFIRE ENERGY INC | $556 | – | 200 | +100.0% | 0.00% | – |
ABEV | AMBEV SAsponsored adr | $286 | -19.0% | 111 | 0.0% | 0.00% | – | |
PINC | PREMIER INCcl a | $774 | -22.3% | 36 | 0.0% | 0.00% | -100.0% | |
FVRR | FIVERR INTL LTD ORD | $734 | -5.9% | 30 | 0.0% | 0.00% | – | |
BABA | New | ALIBABA GROUP HLDG LTDsponsored ads | $260 | – | 3 | +100.0% | 0.00% | – |
PW | POWER REIT | $638 | -29.3% | 550 | 0.0% | 0.00% | – | |
POOL | POOL CORP | $712 | -4.9% | 2 | 0.0% | 0.00% | – | |
PINS | PINTEREST INCcl a | $270 | -1.1% | 10 | 0.0% | 0.00% | – | |
VIAV | VIAVI SOLUTIONS INC | $165 | -19.1% | 18 | 0.0% | 0.00% | – | |
PMCB | PHARMACYTE BIOTECH INC | $4 | -33.3% | 2 | 0.0% | 0.00% | – | |
PNTG | PENNANT GROUP INC | $557 | -9.3% | 50 | 0.0% | 0.00% | – | |
AER | New | AERCAP HOLDINGS NV | $627 | – | 10 | +100.0% | 0.00% | – |
PPL | PPL CORP | $872 | -10.9% | 37 | 0.0% | 0.00% | -100.0% | |
ATAI | ATAI LIFE SCIENCES NV | $645 | -25.0% | 500 | 0.0% | 0.00% | – | |
DARE | DARE BIOSCIENCE INC | $92 | -49.5% | 200 | 0.0% | 0.00% | – | |
BNS | BANK NOVA SCOTIA HALIFAX | $638 | -9.0% | 14 | 0.0% | 0.00% | – | |
BCS | BARCLAYS PLCadr | $16 | 0.0% | 2 | 0.0% | 0.00% | – | |
TLFA | New | TANDY LEATHER FACTORY INC | $8 | – | 2 | +100.0% | 0.00% | – |
SYNH | Sell | SYNEOS HEALTH INCcl a | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
SUI | SUN CMNTYS INC | $710 | -9.3% | 6 | 0.0% | 0.00% | – | |
SRCL | STERICYCLE INC | $894 | -3.8% | 20 | 0.0% | 0.00% | – | |
BLNK | BLINK CHARGING CO | $15 | -50.0% | 5 | 0.0% | 0.00% | – | |
ARD | ARDAGH GROUP S Acl a | $0 | – | 64 | 0.0% | 0.00% | – | |
SNAP | SNAP INCcl a | $891 | -24.7% | 100 | 0.0% | 0.00% | -100.0% | |
BCOR | AVANTAX INC | $51 | +13.3% | 2 | 0.0% | 0.00% | – | |
New | SKILLZ INC | $51 | – | 10 | +100.0% | 0.00% | – | |
SIRI | New | SIRIUS XM HOLDINGS INC | $5 | – | 1 | +100.0% | 0.00% | – |
BCLI | BRAINSTORM CELL THERAPEUTICS I | $0 | – | 157,009 | 0.0% | 0.00% | – | |
SMG | SCOTTS MIRACLE-GRO COcl a | $620 | -17.6% | 12 | 0.0% | 0.00% | – | |
HYZON MOTORS INC | $125 | +30.2% | 100 | 0.0% | 0.00% | – | ||
OVLY | OAK VY BANCORP OAKDALE CALIF | $25 | 0.0% | 1 | 0.0% | 0.00% | – | |
VNO | VORNADO RLTY TRsh ben int | $363 | +25.2% | 16 | 0.0% | 0.00% | – | |
IMUX | IMMUNIC INC | $7 | -46.2% | 5 | 0.0% | 0.00% | – | |
DIGITAL WORLD ACQUISITION CORP | $821 | +30.7% | 50 | 0.0% | 0.00% | – | ||
NVAX | NOVAVAX INC | $181 | -2.7% | 25 | 0.0% | 0.00% | – | |
ILMN | ILLUMINA INC | $412 | -26.7% | 3 | 0.0% | 0.00% | – | |
NAPA | DUCKHORN PORTFOLIO INC | $431 | -20.9% | 42 | 0.0% | 0.00% | – | |
NCR | NCR CORP | $539 | +6.9% | 20 | 0.0% | 0.00% | – | |
ECTYQ | ECOTALITY INC | $0 | – | 4,000 | 0.0% | 0.00% | – | |
EW | EDWARDS LIFESCIENCES CORP | $624 | -26.5% | 9 | 0.0% | 0.00% | – | |
ENVIVA INC | $500 | -31.2% | 67 | 0.0% | 0.00% | – | ||
ARNC | Exit | ARCONIC CORPORATION | $0 | – | -18 | -100.0% | 0.00% | – |
INDT | Exit | INDUS REALTY TRUST INC | $0 | – | 0 | +100.0% | 0.00% | – |
MSGE | New | SPHERE ENTERTAINMENT COcl a | $186 | – | 5 | +100.0% | 0.00% | – |
MSGS | New | MADISON SQUARE GRDN SPRT CORPcl a | $882 | – | 5 | +100.0% | 0.00% | – |
New | MADISON SQUARE GARDEN ENTMT | $165 | – | 5 | +100.0% | 0.00% | – | |
New | EVOLV TECHNOLOGIES HLDNGS IN*w exp 03/10/202 | $400 | – | 500 | +100.0% | 0.00% | – | |
LITE | LUMENTUM HLDGS INC | $136 | -20.0% | 3 | 0.0% | 0.00% | – | |
ACERAGEN INC | $0 | -100.0% | 294 | 0.0% | 0.00% | – | ||
LUMN | LUMEN TECHNOLOGIES INC | $273 | -37.1% | 192 | 0.0% | 0.00% | – | |
LL | LL FLOORING HOLDINGS INC | $16 | -15.8% | 5 | 0.0% | 0.00% | – | |
WOPEY | WOODSIDE ENERGY GROUP LTDsponsored adr | $699 | +0.4% | 30 | 0.0% | 0.00% | – | |
AAN | THE AARONS | $42 | -26.3% | 4 | 0.0% | 0.00% | – | |
WKHS | WORKHORSE GROUP INC | $9 | -52.6% | 22 | 0.0% | 0.00% | – | |
AXTI | AXT INC | $240 | -30.2% | 100 | 0.0% | 0.00% | – | |
LNC | LINCOLN NATL CORP IND | $889 | -4.1% | 36 | 0.0% | 0.00% | – | |
LMNR | LIMONEIRA CO | $827 | -1.5% | 54 | 0.0% | 0.00% | – | |
ZIMVIE INC | $9 | -18.2% | 1 | 0.0% | 0.00% | – | ||
ZENTEK LTD | $251 | -20.1% | 200 | 0.0% | 0.00% | – | ||
New | LIBERTY MEDIA CORP DEL | $225 | – | 7 | +100.0% | 0.00% | – | |
LEAP THERAPEUTICS INC | $6 | -53.8% | 4 | 0.0% | 0.00% | – | ||
FRC | FIRST REP BK SAN FRANCISCO CAL | $88 | -87.0% | 1,228 | 0.0% | 0.00% | – | |
New | KENVUE INC | $803 | – | 40 | +100.0% | 0.00% | – | |
HEFA | New | ISHARES TRmdg msci eafe | $482 | – | 16 | +100.0% | 0.00% | – |
EFV | ISHARES TReafe value etf | $245 | 0.0% | 5 | 0.0% | 0.00% | – | |
FL | FOOT LOCKER INC | $642 | -36.0% | 37 | 0.0% | 0.00% | -100.0% | |
REZ | New | ISHARES TRresidential mult | $594 | – | 9 | +100.0% | 0.00% | – |
LIFE | ATYR PHARMA INC | $82 | -26.8% | 52 | 0.0% | 0.00% | – | |
SCZ | ISHARES TReafe sml cp etf | $282 | -4.4% | 5 | 0.0% | 0.00% | – | |
GME | GAMESTOP CORPnew cl a | $296 | -32.3% | 18 | 0.0% | 0.00% | – | |
APTOSE BIOSCIENCES INC | $258 | -39.6% | 92 | 0.0% | 0.00% | – | ||
Sell | ANNALY CAPITAL MANAGEMENT INC | $113 | -98.9% | 6 | -98.9% | 0.00% | -100.0% | |
GMAB | GENMAB A/Ssponsored ads | $776 | -7.2% | 22 | 0.0% | 0.00% | – | |
OLED | UNIVERSAL DISPLAY CORP | $157 | +9.0% | 1 | 0.0% | 0.00% | – | |
UPST | UPSTART HLDGS INC | $714 | -20.2% | 25 | 0.0% | 0.00% | – | |
BOTZ | GLOBAL X FDSrbtcs artfl inte | $247 | -13.9% | 10 | 0.0% | 0.00% | – | |
UA | New | UNDER ARMOUR INCcl c | $96 | – | 15 | +100.0% | 0.00% | – |
New | ATLANTA BRAVES HLDGS INC | $143 | – | 4 | +100.0% | 0.00% | – | |
INGN | INOGEN INC | $809 | -54.8% | 155 | 0.0% | 0.00% | -100.0% | |
ME | 23ANDME HOLDING CO | $538 | -44.1% | 550 | 0.0% | 0.00% | -100.0% | |
TTM | Exit | TATA MTRS LTDsponsored adr | $0 | – | -100 | -100.0% | 0.00% | – |
AVNS | Sell | AVANOS MED INC | $61 | -87.4% | 3 | -84.2% | 0.00% | – |
CAR | AVIS BUDGET GROUP | $539 | -21.4% | 3 | 0.0% | 0.00% | – | |
TTNP | TITAN PHARMACEUTICALS INC DEL | $1 | 0.0% | 2 | 0.0% | 0.00% | – | |
WTRG | Exit | ESSENTIAL UTILS INC | $0 | – | -50 | -100.0% | -0.00% | – |
FRBK | Exit | REPUBLIC FIRST BANCORP INC | $0 | – | -1,441 | -100.0% | -0.00% | – |
UNAM | Exit | UNICO AMERN CORP | $0 | – | -21,709 | -100.0% | -0.00% | – |
GGZ | Exit | GABELLI GLOBAL SMALL & MID CAP | $0 | – | -90 | -100.0% | -0.00% | – |
WWE | Exit | WORLD WRESTLING ENTMT INCcl a | $0 | – | -25 | -100.0% | -0.00% | – |
HBI | Exit | HANESBRANDS INC | $0 | – | -660 | -100.0% | -0.00% | – |
PKE | Exit | PARK AEROSPACE CORP | $0 | – | -330 | -100.0% | -0.00% | – |
NODK | Exit | NI HLDGS INC | $0 | – | -250 | -100.0% | -0.00% | – |
GL | Exit | GLOBE LIFE INC | $0 | – | -30 | -100.0% | -0.00% | – |
FWONK | Exit | LIBERTY MEDIA CORP DEL | $0 | – | -171 | -100.0% | -0.01% | – |
GDV | Exit | GABELLI DIVID & INCOME TR | $0 | – | -900 | -100.0% | -0.01% | – |
SI | Exit | SILVERGATE CAP CORPcl a | $0 | – | -125,000 | -100.0% | -0.05% | – |
NEOG | Exit | NEOGEN CORP | $0 | – | -6,030 | -100.0% | -0.07% | – |
MMP | Exit | MAGELLAN MIDSTREAM PRTNRS LP | $0 | – | -7,535 | -100.0% | -0.25% | – |
NHS | Exit | NEUBERGER BERMAN HIGH YIELD ST | $0 | – | -67,068 | -100.0% | -0.26% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-25
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
APPLE INC | 4 | Q3 2023 | 7.0% |
MSA SAFETY INC | 4 | Q3 2023 | 3.6% |
VISA INC COM | 4 | Q3 2023 | 3.2% |
NATURAL ALTERNATIVES INTL INC | 4 | Q3 2023 | 3.3% |
DONEGAL GROUP INC | 4 | Q3 2023 | 2.6% |
A-MARK PRECIOUS METALS INC | 4 | Q3 2023 | 2.6% |
SUMMIT ST BK SANTA ROSA CALIF | 4 | Q3 2023 | 2.4% |
KINETIK HOLDINGS INC COM NEW | 4 | Q3 2023 | 2.1% |
CATERPILLAR INC | 4 | Q3 2023 | 1.8% |
MICROSOFT CORP | 4 | Q3 2023 | 2.0% |
View CALDWELL SUTTER CAPITAL, INC.'s complete holdings history.
Latest significant ownerships (13-D/G)
Filed | Shares | Percentage | |
---|---|---|---|
Power REIT | June 22, 2016 | 90,415 | 5.1% |
View CALDWELL SUTTER CAPITAL, INC.'s complete significant-ownership history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-19 |
SC 13G/A | 2024-02-05 |
SC 13G/A | 2024-02-05 |
13F-HR | 2024-01-19 |
MA-A | 2023-12-29 |
X-17A-5 | 2023-12-21 |
13F-HR | 2023-10-25 |
13F-HR | 2023-07-19 |
MA-I/A | 2023-04-27 |
MA-I | 2023-04-26 |
View CALDWELL SUTTER CAPITAL, INC.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.