$548 Million is the total value of VALLEY NATIONAL ADVISERS INC's 940 reported holdings in Q2 2021. The portfolio turnover from Q1 2021 to Q2 2021 was 17.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| TOTL | Buy | SSGA ACTIVE ETF TRspdr tr tactic | $34,592,000 | +5.6% | 714,570 | +5.1% | 6.32% | -1.4% |
| SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $30,905,000 | +21.4% | 297,248 | +12.1% | 5.64% | +13.4% |
| JPST | Sell | J P MORGAN EXCHANGE-TRADED Fultra shrt inc | $30,315,000 | -3.5% | 597,460 | -3.5% | 5.53% | -9.9% |
| AAPL | Buy | APPLE INC | $23,688,000 | +12.4% | 172,957 | +0.2% | 4.32% | +5.0% |
| MSFT | Buy | MICROSOFT CORP | $16,331,000 | +16.4% | 60,284 | +1.3% | 2.98% | +8.7% |
| SCHO | Sell | SCHWAB STRATEGIC TRsht tm us tres | $14,899,000 | -25.0% | 290,876 | -24.9% | 2.72% | -29.9% |
| SCHB | Buy | SCHWAB STRATEGIC TRus brd mkt etf | $14,376,000 | +8.4% | 137,872 | +0.6% | 2.62% | +1.3% |
| BOND | Sell | PIMCO ETF TRactive bd etf | $13,307,000 | -18.8% | 119,925 | -19.9% | 2.43% | -24.2% |
| SCHF | Buy | SCHWAB STRATEGIC TRintl eqty etf | $13,224,000 | +16.2% | 335,218 | +10.8% | 2.41% | +8.6% |
| SCHM | Buy | SCHWAB STRATEGIC TRus mid-cap etf | $11,262,000 | +12.7% | 143,893 | +7.1% | 2.06% | +5.3% |
| BSCL | Sell | INVESCO EXCH TRD SLF IDX FD | $10,522,000 | -11.2% | 498,683 | -11.1% | 1.92% | -17.0% |
| SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $8,025,000 | +44.4% | 106,120 | +39.3% | 1.46% | +35.0% |
| CMCSA | Buy | COMCAST CORP NEWcl a | $6,976,000 | +7.1% | 122,351 | +1.6% | 1.27% | 0.0% |
| LMT | Buy | LOCKHEED MARTIN CORP | $6,868,000 | +9.8% | 18,152 | +7.2% | 1.25% | +2.6% |
| STOT | Sell | SSGA ACTIVE TRspdr dbleln shrt | $6,777,000 | -13.2% | 136,199 | -13.4% | 1.24% | -18.9% |
| AMGN | Sell | AMGEN INC | $6,638,000 | -2.7% | 27,233 | -0.6% | 1.21% | -9.0% |
| SCHW | Buy | SCHWAB CHARLES CORP | $6,506,000 | +11.8% | 89,350 | +0.1% | 1.19% | +4.5% |
| SCHE | Buy | SCHWAB STRATEGIC TRemrg mkteq etf | $6,273,000 | +16.1% | 190,770 | +12.2% | 1.14% | +8.4% |
| AMZN | Buy | AMAZON COM INC | $6,231,000 | +11.7% | 1,811 | +0.5% | 1.14% | +4.4% |
| MO | Buy | ALTRIA GROUP INC | $5,945,000 | -1.0% | 124,684 | +6.2% | 1.08% | -7.5% |
| FIBR | Buy | ISHARES TRu.s. fixed incme | $5,338,000 | +21.3% | 53,043 | +20.3% | 0.97% | +13.3% |
| NOC | Sell | NORTHROP GRUMMAN CORP | $5,003,000 | +11.9% | 13,766 | -0.4% | 0.91% | +4.5% |
| DIS | Sell | DISNEY WALT CO | $4,972,000 | -5.3% | 28,288 | -0.6% | 0.91% | -11.5% |
| HON | Sell | HONEYWELL INTL INC | $4,214,000 | +0.5% | 19,213 | -0.5% | 0.77% | -6.1% |
| IPG | Sell | INTERPUBLIC GROUP COS INC | $4,111,000 | +10.9% | 126,523 | -0.4% | 0.75% | +3.6% |
| SCHA | Buy | SCHWAB STRATEGIC TRus sml cap etf | $3,967,000 | +11.9% | 38,076 | +7.0% | 0.72% | +4.5% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $3,781,000 | +8.0% | 9,441 | +0.3% | 0.69% | +0.9% |
| GILD | Buy | GILEAD SCIENCES INC | $3,709,000 | +46.5% | 53,862 | +37.6% | 0.68% | +37.0% |
| SCHC | Buy | SCHWAB STRATEGIC TRintl sceqt etf | $3,114,000 | +30.8% | 74,867 | +24.0% | 0.57% | +22.2% |
| ARKG | Buy | ARK ETF TRgenomic rev etf | $3,014,000 | +15.6% | 32,588 | +10.9% | 0.55% | +8.1% |
| COF | Sell | CAPITAL ONE FINL CORP | $2,994,000 | +18.9% | 19,354 | -2.2% | 0.55% | +11.2% |
| MCD | Sell | MCDONALDS CORP | $2,950,000 | +1.8% | 12,772 | -1.2% | 0.54% | -4.8% |
| CVS | Buy | CVS HEALTH CORP | $2,917,000 | +11.0% | 34,964 | +0.1% | 0.53% | +3.7% |
| EMR | Buy | EMERSON ELEC CO | $2,913,000 | +7.5% | 30,266 | +0.7% | 0.53% | +0.6% |
| JPM | Sell | JPMORGAN CHASE & CO | $2,893,000 | +1.3% | 18,598 | -0.9% | 0.53% | -5.4% |
| PFE | Buy | PFIZER INC | $2,866,000 | +8.2% | 73,198 | +0.1% | 0.52% | +1.0% |
| NVO | Buy | NOVO-NORDISK A Sadr | $2,840,000 | +24.7% | 33,907 | +0.3% | 0.52% | +16.4% |
| TFC | Buy | TRUIST FINL CORP | $2,821,000 | +10.9% | 50,821 | +16.5% | 0.52% | +3.6% |
| MSM | Sell | MSC INDL DIRECT INCcl a | $2,794,000 | -1.7% | 31,137 | -1.2% | 0.51% | -8.1% |
| BDX | Buy | BECTON DICKINSON & CO | $2,777,000 | +0.1% | 11,421 | +0.1% | 0.51% | -6.5% |
| IUSB | Buy | ISHARES TRcore total usd | $2,748,000 | +14.3% | 51,376 | +12.7% | 0.50% | +6.8% |
| PEP | Sell | PEPSICO INC | $2,728,000 | +4.6% | 18,410 | -0.1% | 0.50% | -2.2% |
| NEAR | Buy | ISHARES U S ETF TRblackrock st mat | $2,720,000 | +20.5% | 54,218 | +20.5% | 0.50% | +12.7% |
| FIVG | Buy | ETF SER SOLUTIONSdefiance next | $2,710,000 | +18.8% | 71,226 | +9.9% | 0.50% | +11.0% |
| BLK | Sell | BLACKROCK INC | $2,662,000 | +14.2% | 3,042 | -1.6% | 0.49% | +6.8% |
| XOM | Buy | EXXON MOBIL CORP | $2,651,000 | +13.4% | 42,028 | +0.4% | 0.48% | +5.9% |
| FNDX | Sell | SCHWAB STRATEGIC TRschwab fdt us lg | $2,538,000 | +5.0% | 46,389 | -0.8% | 0.46% | -1.9% |
| BFIT | Buy | GLOBAL X FDShealth wellness | $2,433,000 | +27.8% | 79,803 | +11.2% | 0.44% | +19.4% |
| TROW | Sell | PRICE T ROWE GROUP INC | $2,370,000 | +15.3% | 11,970 | -0.1% | 0.43% | +8.0% |
| IGV | Buy | ISHARES TRexpanded tech | $2,367,000 | +27.3% | 6,068 | +11.4% | 0.43% | +19.0% |
| IHI | Buy | ISHARES TRu.s. med dvc etf | $2,348,000 | +21.2% | 6,504 | +10.9% | 0.43% | +13.5% |
| PHO | Buy | INVESCO EXCHANGE TRADED FD Twater res etf | $2,345,000 | +20.5% | 43,824 | +11.2% | 0.43% | +12.6% |
| MOO | Buy | VANECK VECTORS ETF TRagribusiness etf | $2,298,000 | +15.6% | 25,228 | +11.3% | 0.42% | +8.0% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $2,288,000 | +12.9% | 8,234 | +3.8% | 0.42% | +5.6% |
| CSCO | Buy | CISCO SYS INC | $2,284,000 | +2.6% | 43,102 | +0.1% | 0.42% | -4.1% |
| IBUY | Buy | AMPLIFY ETF TRonlin retl etf | $2,278,000 | +17.7% | 17,565 | +12.7% | 0.42% | +10.1% |
| SIMS | Buy | SPDR SER TRs&p kensho intlg | $2,264,000 | +17.9% | 47,337 | +12.0% | 0.41% | +10.1% |
| ARKF | Buy | ARK ETF TRfintech innova | $2,250,000 | +19.1% | 41,578 | +12.5% | 0.41% | +11.4% |
| AGNG | Buy | GLOBAL X FDSaging population | $2,243,000 | +23.4% | 73,471 | +12.2% | 0.41% | +15.2% |
| ARKW | Buy | ARK ETF TRnext gnrtn inter | $2,224,000 | +18.7% | 14,437 | +13.6% | 0.41% | +10.9% |
| HACK | Buy | ETF MANAGERS TRprime cybr scrty | $2,214,000 | +24.3% | 36,503 | +12.5% | 0.40% | +16.1% |
| ROBO | Buy | EXCHANGE TRADED CONCEPTS TRrobo glb etf | $2,204,000 | +14.2% | 33,794 | +11.2% | 0.40% | +6.6% |
| HAIL | Buy | SPDR SER TRs&p kensho smart | $2,154,000 | +14.6% | 34,699 | +12.6% | 0.39% | +7.1% |
| EMN | Buy | EASTMAN CHEM CO | $2,146,000 | +18.1% | 18,383 | +11.4% | 0.39% | +10.4% |
| VGT | Buy | VANGUARD WORLD FDSinf tech etf | $2,131,000 | +13.3% | 5,343 | +1.8% | 0.39% | +6.0% |
| AMAT | Sell | APPLIED MATLS INC | $2,079,000 | +4.1% | 14,597 | -2.4% | 0.38% | -2.6% |
| USB | Sell | US BANCORP DEL | $2,045,000 | +2.5% | 35,889 | -0.6% | 0.37% | -4.4% |
| CVX | Sell | CHEVRON CORP NEW | $2,027,000 | -0.3% | 19,357 | -0.2% | 0.37% | -6.8% |
| PBW | Buy | INVESCO EXCHANGE TRADED FD Twilderhil clan | $2,015,000 | +11.1% | 21,627 | +17.4% | 0.37% | +4.0% |
| EMQQ | Buy | EXCHANGE TRADED CONCEPTS TRemqq em intern | $2,004,000 | +13.3% | 31,640 | +14.3% | 0.37% | +5.8% |
| APD | Sell | AIR PRODS & CHEMS INC | $2,003,000 | +1.4% | 6,964 | -0.8% | 0.37% | -5.2% |
| LLY | Sell | LILLY ELI & CO | $1,988,000 | +22.2% | 8,661 | -0.5% | 0.36% | +14.2% |
| NVS | Sell | NOVARTIS AGsponsored adr | $1,978,000 | +5.9% | 21,678 | -0.8% | 0.36% | -1.1% |
| HERO | Buy | GLOBAL X FDSvdeo gam esprt | $1,954,000 | +18.4% | 60,491 | +15.2% | 0.36% | +10.9% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $1,954,000 | +2.2% | 4,565 | -5.3% | 0.36% | -4.5% |
| IBHC | Buy | ISHARES TRibonds 23 trm hg | $1,950,000 | +24.5% | 78,663 | +23.8% | 0.36% | +16.3% |
| BTEC | Buy | PRINCIPAL EXCHANGE-TRADED FDhelthcare indx | $1,888,000 | +23.0% | 31,020 | +17.0% | 0.34% | +15.0% |
| IBHB | Buy | ISHARES TRibonds 22 trm hg | $1,879,000 | +20.2% | 77,341 | +20.2% | 0.34% | +12.5% |
| IBDO | Sell | ISHARES TRibonds dec23 etf | $1,875,000 | -1.6% | 71,901 | -1.3% | 0.34% | -8.1% |
| ERTH | Buy | INVESCO EXCHANGE TRADED FD Tinvesco msci | $1,863,000 | +5.3% | 26,914 | +14.9% | 0.34% | -1.7% |
| BX | Buy | BLACKSTONE GROUP INC | $1,862,000 | +31.1% | 19,172 | +0.6% | 0.34% | +22.7% |
| IBDN | Sell | ISHARES TRibonds dec22 etf | $1,857,000 | -3.1% | 73,095 | -2.9% | 0.34% | -9.6% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $1,841,000 | +16.5% | 754 | -1.6% | 0.34% | +8.7% |
| CMA | Buy | COMERICA INC | $1,811,000 | +45.9% | 25,380 | +46.7% | 0.33% | +36.8% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $1,728,000 | -1.8% | 30,845 | +2.0% | 0.32% | -8.4% |
| FB | Buy | FACEBOOK INCcl a | $1,587,000 | +18.7% | 4,564 | +0.6% | 0.29% | +11.1% |
| ISTB | Sell | ISHARES TRcore 1 5 yr usd | $1,503,000 | -14.7% | 29,309 | -14.7% | 0.27% | -20.3% |
| XT | Buy | ISHARES TRexponential tech | $1,492,000 | +8.1% | 23,586 | +1.2% | 0.27% | +0.7% |
| RYT | INVESCO EXCHANGE TRADED FD Ts&p500 eql tec | $1,492,000 | +7.5% | 5,145 | 0.0% | 0.27% | +0.4% | |
| UL | Sell | UNILEVER PLCspon adr new | $1,469,000 | +4.0% | 25,119 | -0.7% | 0.27% | -2.9% |
| MDT | Sell | MEDTRONIC PLC | $1,429,000 | +4.7% | 11,510 | -0.4% | 0.26% | -2.2% |
| JNJ | Sell | JOHNSON & JOHNSON | $1,392,000 | -2.0% | 8,447 | -2.2% | 0.25% | -8.3% |
| PPL | Buy | PPL CORP | $1,392,000 | +2.6% | 49,760 | +5.7% | 0.25% | -4.2% |
| ABBV | Buy | ABBVIE INC | $1,382,000 | +5.0% | 12,271 | +0.9% | 0.25% | -1.9% |
| VYM | Sell | VANGUARD WHITEHALL FDShigh div yld | $1,333,000 | +3.3% | 12,721 | -0.3% | 0.24% | -3.6% |
| WFC | Buy | WELLS FARGO CO NEW | $1,317,000 | +16.0% | 29,083 | +0.1% | 0.24% | +8.1% |
| IWF | Buy | ISHARES TRrus 1000 grw etf | $1,317,000 | +12.4% | 4,850 | +0.6% | 0.24% | +4.8% |
| LRCX | Sell | LAM RESEARCH CORP | $1,288,000 | +6.3% | 1,980 | -2.8% | 0.24% | -0.8% |
| MELI | Buy | MERCADOLIBRE INC | $1,252,000 | +5.9% | 804 | +0.1% | 0.23% | -0.9% |
| UNP | Sell | UNION PAC CORP | $1,215,000 | -6.8% | 5,523 | -6.5% | 0.22% | -12.9% |
| HBAN | Buy | HUNTINGTON BANCSHARES INC | $1,216,000 | +215.0% | 85,235 | +246.7% | 0.22% | +196.0% |
| INTC | Buy | INTEL CORP | $1,210,000 | -10.8% | 21,558 | +1.7% | 0.22% | -16.6% |
| PG | Buy | PROCTER AND GAMBLE CO | $1,207,000 | -0.2% | 8,948 | +0.1% | 0.22% | -6.8% |
| MXIM | Sell | MAXIM INTEGRATED PRODS INC | $1,159,000 | +13.5% | 11,001 | -1.5% | 0.21% | +6.5% |
| MRK | Buy | MERCK & CO INC | $1,108,000 | +1.1% | 14,250 | +0.2% | 0.20% | -5.6% |
| STZ | New | CONSTELLATION BRANDS INCcl a | $1,093,000 | – | 4,671 | +100.0% | 0.20% | – |
| BA | Sell | BOEING CO | $1,071,000 | -6.1% | 4,472 | -0.1% | 0.20% | -12.1% |
| SCHG | SCHWAB STRATEGIC TRus lcap gr etf | $1,074,000 | +12.5% | 7,358 | 0.0% | 0.20% | +4.8% | |
| BSCM | Sell | INVESCO EXCH TRD SLF IDX FD | $1,050,000 | -4.1% | 48,657 | -3.8% | 0.19% | -10.3% |
| LOW | Sell | LOWES COS INC | $1,024,000 | -10.6% | 5,277 | -12.3% | 0.19% | -16.5% |
| HUBB | Buy | HUBBELL INC | $1,003,000 | +19.8% | 5,367 | +19.9% | 0.18% | +11.6% |
| ADI | ANALOG DEVICES INC | $1,004,000 | +11.1% | 5,830 | 0.0% | 0.18% | +3.4% | |
| FNDF | Sell | SCHWAB STRATEGIC TRschwb fdt int lg | $992,000 | +3.7% | 29,796 | -0.1% | 0.18% | -3.2% |
| T | Sell | AT&T INC | $990,000 | -6.6% | 34,382 | -1.8% | 0.18% | -12.6% |
| TJX | TJX COS INC NEW | $971,000 | +1.9% | 14,408 | 0.0% | 0.18% | -4.8% | |
| BK | Buy | BANK NEW YORK MELLON CORP | $951,000 | +33.6% | 18,555 | +23.2% | 0.17% | +25.2% |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO | $951,000 | +6.7% | 14,234 | +0.9% | 0.17% | 0.0% |
| TSLA | Buy | TESLA INC | $946,000 | +2.7% | 1,392 | +0.9% | 0.17% | -3.9% |
| BETZ | Buy | LISTED FD TRroundhill sports | $946,000 | +2.4% | 31,173 | +3.9% | 0.17% | -4.4% |
| WMT | Buy | WALMART INC | $931,000 | +3.9% | 6,601 | +0.1% | 0.17% | -2.9% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $894,000 | +13.0% | 4,010 | +4.7% | 0.16% | +5.2% |
| IHDG | Sell | WISDOMTREE TRitl hdg qtly div | $878,000 | +5.8% | 19,893 | -1.1% | 0.16% | -1.2% |
| F | Buy | FORD MTR CO DEL | $865,000 | +31.1% | 58,183 | +8.0% | 0.16% | +22.5% |
| QCOM | Buy | QUALCOMM INC | $861,000 | +8.4% | 6,027 | +0.6% | 0.16% | +1.3% |
| NSC | Buy | NORFOLK SOUTHN CORP | $839,000 | 0.0% | 3,162 | +1.2% | 0.15% | -6.7% |
| MMM | Sell | 3M CO | $803,000 | +2.7% | 4,040 | -0.4% | 0.15% | -3.9% |
| CB | Sell | CHUBB LIMITED | $802,000 | 0.0% | 5,048 | -0.6% | 0.15% | -7.0% |
| IBB | Buy | ISHARES TRishares biotech | $775,000 | +11.7% | 4,736 | +2.7% | 0.14% | +3.7% |
| EVR | EVERCORE INCclass a | $754,000 | +6.8% | 5,357 | 0.0% | 0.14% | 0.0% | |
| VUG | Buy | VANGUARD INDEX FDSgrowth etf | $742,000 | +13.8% | 2,587 | +2.0% | 0.14% | +6.3% |
| NOBL | Sell | PROSHARES TRs&p 500 dv arist | $731,000 | +5.0% | 8,069 | -0.0% | 0.13% | -2.2% |
| PM | Buy | PHILIP MORRIS INTL INC | $723,000 | +12.4% | 7,293 | +0.7% | 0.13% | +4.8% |
| ABB | Sell | ABB LTDsponsored adr | $719,000 | +11.1% | 21,145 | -0.5% | 0.13% | +4.0% |
| APO | Sell | APOLLO GLOBAL MGMT INC | $714,000 | +27.0% | 11,486 | -3.9% | 0.13% | +18.2% |
| UPS | Sell | UNITED PARCEL SERVICE INCcl b | $712,000 | +19.7% | 3,422 | -2.2% | 0.13% | +12.1% |
| FMS | Buy | FRESENIUS MED CARE AG&CO KGAsponsored adr | $697,000 | +13.3% | 16,767 | +0.5% | 0.13% | +5.8% |
| EPD | Buy | ENTERPRISE PRODS PARTNERS L | $684,000 | +9.6% | 28,355 | +0.1% | 0.12% | +2.5% |
| BSCN | Sell | INVESCO EXCH TRD SLF IDX FD | $672,000 | -2.3% | 30,923 | -2.1% | 0.12% | -8.2% |
| BFLY | Buy | BUTTERFLY NETWORK INC | $663,000 | -12.4% | 45,775 | +1.8% | 0.12% | -18.2% |
| SNY | Sell | SANOFIsponsored adr | $661,000 | +4.6% | 12,544 | -1.8% | 0.12% | -1.6% |
| PNC | Buy | PNC FINL SVCS GROUP INC | $655,000 | +34.2% | 3,436 | +23.6% | 0.12% | +26.3% |
| DE | Buy | DEERE & CO | $649,000 | -2.1% | 1,839 | +3.8% | 0.12% | -9.2% |
| REGN | Buy | REGENERON PHARMACEUTICALS | $616,000 | +106.0% | 1,103 | +74.5% | 0.11% | +93.1% |
| IBHA | Sell | ISHARES TRibonds 21 trm hg | $612,000 | -3.3% | 25,276 | -3.5% | 0.11% | -9.7% |
| FULT | Buy | FULTON FINL CORP PA | $594,000 | +1.2% | 37,627 | +9.1% | 0.11% | -6.1% |
| GS | Sell | GOLDMAN SACHS GROUP INC | $581,000 | +14.8% | 1,530 | -1.1% | 0.11% | +7.1% |
| FDN | Buy | FIRST TR EXCHANGE-TRADED FDdj internt idx | $557,000 | +12.8% | 2,273 | +0.3% | 0.10% | +5.2% |
| AVGO | Sell | BROADCOM INC | $533,000 | -0.7% | 1,117 | -3.6% | 0.10% | -7.6% |
| TT | Buy | TRANE TECHNOLOGIES PLC | $533,000 | +12.4% | 2,897 | +1.3% | 0.10% | +4.3% |
| TSM | Buy | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $524,000 | +15.7% | 4,363 | +13.8% | 0.10% | +9.1% |
| PFS | Sell | PROVIDENT FINL SVCS INC | $521,000 | -21.4% | 22,762 | -23.5% | 0.10% | -26.9% |
| DVY | ISHARES TRselect divid etf | $506,000 | +2.2% | 4,340 | 0.0% | 0.09% | -5.2% | |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS | $490,000 | +9.9% | 3,343 | -0.1% | 0.09% | +2.3% |
| BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $487,000 | +493.9% | 2,149 | +496.9% | 0.09% | +456.2% |
| XBI | Buy | SPDR SER TRs&p biotech | $477,000 | -0.2% | 3,526 | +0.2% | 0.09% | -6.5% |
| FNDB | SCHWAB STRATEGIC TRschwab fdt us bm | $470,000 | +6.1% | 8,641 | 0.0% | 0.09% | -1.1% | |
| SBUX | Buy | STARBUCKS CORP | $460,000 | +2.4% | 4,118 | +0.3% | 0.08% | -4.5% |
| GE | Sell | GENERAL ELECTRIC CO | $461,000 | +2.4% | 34,246 | -0.1% | 0.08% | -4.5% |
| CNI | CANADIAN NATL RY CO | $462,000 | -8.9% | 4,374 | 0.0% | 0.08% | -15.2% | |
| VV | Buy | VANGUARD INDEX FDSlarge cap etf | $452,000 | +8.7% | 2,249 | +0.3% | 0.08% | +2.5% |
| VB | Buy | VANGUARD INDEX FDSsmall cp etf | $455,000 | +6.6% | 2,021 | +1.3% | 0.08% | 0.0% |
| BAC | Buy | BK OF AMERICA CORP | $449,000 | +24.0% | 10,901 | +16.6% | 0.08% | +15.5% |
| HD | Sell | HOME DEPOT INC | $441,000 | -1.6% | 1,383 | -5.7% | 0.08% | -8.0% |
| LIT | Buy | GLOBAL X FDSlithium btry etf | $436,000 | +43.0% | 6,021 | +15.4% | 0.08% | +33.3% |
| NKE | Buy | NIKE INCcl b | $429,000 | +20.5% | 2,780 | +3.8% | 0.08% | +11.4% |
| NVDA | Buy | NVIDIA CORPORATION | $415,000 | +52.0% | 519 | +1.8% | 0.08% | +43.4% |
| IJS | ISHARES TRsp smcp600vl etf | $418,000 | +4.8% | 3,962 | 0.0% | 0.08% | -2.6% | |
| GNTX | GENTEX CORP | $417,000 | -7.3% | 12,605 | 0.0% | 0.08% | -13.6% | |
| IWR | Sell | ISHARES TRrus mid cap etf | $415,000 | +6.7% | 5,232 | -0.7% | 0.08% | 0.0% |
| IBDM | Sell | ISHARES TRibonds dec21 etf | $403,000 | -6.5% | 16,272 | -6.1% | 0.07% | -11.9% |
| RDFN | REDFIN CORP | $395,000 | -4.8% | 6,235 | 0.0% | 0.07% | -11.1% | |
| FBHS | FORTUNE BRANDS HOME & SEC IN | $384,000 | +3.8% | 3,858 | 0.0% | 0.07% | -2.8% | |
| CAT | CATERPILLAR INC | $370,000 | -6.3% | 1,702 | 0.0% | 0.07% | -11.7% | |
| ITW | ILLINOIS TOOL WKS INC | $372,000 | +1.1% | 1,663 | 0.0% | 0.07% | -5.6% | |
| KLAC | Buy | KLA CORP | $375,000 | +135.8% | 1,158 | +140.2% | 0.07% | +119.4% |
| VCR | VANGUARD WORLD FDSconsum dis etf | $372,000 | +6.3% | 1,184 | 0.0% | 0.07% | 0.0% | |
| SDY | Buy | SPDR SER TRs&p divid etf | $365,000 | +3.7% | 2,987 | +0.3% | 0.07% | -2.9% |
| VIAC | Buy | VIACOMCBS INCcl b | $363,000 | +5.8% | 8,023 | +5.4% | 0.07% | -1.5% |
| IBHD | Buy | ISHARES TRibonds 24 trm hg | $357,000 | +1.7% | 14,377 | +0.8% | 0.06% | -5.8% |
| PRF | Sell | INVESCO EXCHANGE TRADED FD Tftse rafi 1000 | $358,000 | +5.9% | 2,230 | -0.0% | 0.06% | -1.5% |
| JUST | Buy | GOLDMAN SACHS ETF TRjust us lrg cp | $356,000 | +8.5% | 5,688 | +0.2% | 0.06% | +1.6% |
| VIG | Sell | VANGUARD SPECIALIZED FUNDSdiv app etf | $351,000 | -35.0% | 2,267 | -38.2% | 0.06% | -39.0% |
| YUM | Sell | YUM BRANDS INC | $353,000 | -1.7% | 3,069 | -7.6% | 0.06% | -8.6% |
| DRIV | Buy | GLOBAL X FDSautonmous ev etf | $342,000 | +15.9% | 12,070 | +8.7% | 0.06% | +6.9% |
| CRM | Sell | SALESFORCE COM INC | $326,000 | +14.8% | 1,334 | -0.4% | 0.06% | +9.1% |
| IBHE | Buy | ISHARES TRibonds 25 trm hg | $314,000 | +1.3% | 12,449 | +0.9% | 0.06% | -6.6% |
| MDLZ | Buy | MONDELEZ INTL INCcl a | $312,000 | +7.2% | 4,989 | +0.2% | 0.06% | 0.0% |
| VBK | Sell | VANGUARD INDEX FDSsml cp grw etf | $309,000 | +2.7% | 1,066 | -2.6% | 0.06% | -5.1% |
| AAP | New | ADVANCE AUTO PARTS INC | $288,000 | – | 1,406 | +100.0% | 0.05% | – |
| D | Sell | DOMINION ENERGY INC | $291,000 | -12.1% | 3,956 | -9.2% | 0.05% | -18.5% |
| DIA | Buy | SPDR DOW JONES INDL AVERAGEut ser 1 | $278,000 | +11.2% | 805 | +6.3% | 0.05% | +4.1% |
| FITB | Buy | FIFTH THIRD BANCORP | $270,000 | +2.7% | 7,063 | +0.5% | 0.05% | -3.9% |
| YOLO | Buy | ADVISORSHARES TRpure cannabis | $270,000 | -9.7% | 12,790 | +1.1% | 0.05% | -15.5% |
| TBT | PROSHARES TR | $264,000 | -13.4% | 14,028 | 0.0% | 0.05% | -20.0% | |
| VEEV | VEEVA SYS INC | $257,000 | +19.0% | 826 | 0.0% | 0.05% | +11.9% | |
| FNDA | Sell | SCHWAB STRATEGIC TRschwab fdt us sc | $260,000 | +5.7% | 4,786 | -1.3% | 0.05% | -2.1% |
| PEG | PUBLIC SVC ENTERPRISE GRP IN | $258,000 | -0.8% | 4,315 | 0.0% | 0.05% | -7.8% | |
| WCC | WESCO INTL INC | $251,000 | +18.4% | 2,445 | 0.0% | 0.05% | +12.2% | |
| VNQ | VANGUARD INDEX FDSreal estate etf | $249,000 | +10.7% | 2,451 | 0.0% | 0.04% | +2.3% | |
| IJJ | ISHARES TRs&p mc 400vl etf | $246,000 | +3.4% | 2,338 | 0.0% | 0.04% | -2.2% | |
| MTX | MINERALS TECHNOLOGIES INC | $240,000 | +4.3% | 3,057 | 0.0% | 0.04% | -2.2% | |
| BSCO | Buy | INVESCO EXCH TRD SLF IDX FD | $239,000 | +0.8% | 10,755 | +0.4% | 0.04% | -4.3% |
| BSCP | Buy | INVESCO EXCH TRD SLF IDX FD | $238,000 | +1.3% | 10,653 | +0.4% | 0.04% | -6.5% |
| CHE | Buy | CHEMED CORP NEW | $236,000 | +3.5% | 497 | +0.2% | 0.04% | -4.4% |
| IJT | ISHARES TRs&p sml 600 gwt | $236,000 | +3.5% | 1,780 | 0.0% | 0.04% | -4.4% | |
| NOW | Buy | SERVICENOW INC | $233,000 | +72.6% | 424 | +57.6% | 0.04% | +65.4% |
| ESGD | Buy | ISHARES TResg aw msci eafe | $228,000 | +7.0% | 2,882 | +2.5% | 0.04% | 0.0% |
| EVX | Sell | VANECK VECTORS ETF TRenvironmental sv | $229,000 | +2.7% | 1,620 | -2.9% | 0.04% | -4.5% |
| MJ | Sell | ETF MANAGERS TRetfmg altr hrvst | $230,000 | -13.9% | 11,164 | -4.1% | 0.04% | -19.2% |
| LAZ | LAZARD LTD | $224,000 | +3.7% | 4,956 | 0.0% | 0.04% | -2.4% | |
| MSI | Sell | MOTOROLA SOLUTIONS INC | $218,000 | +13.0% | 1,007 | -1.9% | 0.04% | +5.3% |
| DWM | WISDOMTREE TRintl equity fd | $219,000 | +3.8% | 4,014 | 0.0% | 0.04% | -2.4% | |
| FNDE | Sell | SCHWAB STRATEGIC TRschwb fdt emk lg | $211,000 | +4.5% | 6,536 | -0.7% | 0.04% | 0.0% |
| XLK | SELECT SECTOR SPDR TRtechnology | $211,000 | +11.1% | 1,427 | 0.0% | 0.04% | +5.4% | |
| TD | TORONTO DOMINION BK ONT | $207,000 | +7.3% | 2,958 | 0.0% | 0.04% | 0.0% | |
| SBIO | Sell | ALPS ETF TRmed breakthgh | $210,000 | -7.1% | 4,300 | -4.2% | 0.04% | -13.6% |
| ALLE | ALLEGION PLC | $208,000 | +10.6% | 1,495 | 0.0% | 0.04% | +2.7% | |
| PAVE | New | GLOBAL X FDSus infr dev etf | $201,000 | – | 7,825 | +100.0% | 0.04% | – |
| PII | POLARIS INC | $201,000 | +2.6% | 1,468 | 0.0% | 0.04% | -2.6% | |
| QQQ | INVESCO QQQ TRunit ser 1 | $195,000 | +10.8% | 550 | 0.0% | 0.04% | +5.9% | |
| PAYX | Sell | PAYCHEX INC | $197,000 | +6.5% | 1,833 | -2.7% | 0.04% | 0.0% |
| EXPE | EXPEDIA GROUP INC | $198,000 | -4.8% | 1,207 | 0.0% | 0.04% | -12.2% | |
| AXP | AMERICAN EXPRESS CO | $190,000 | +17.3% | 1,149 | 0.0% | 0.04% | +9.4% | |
| IBDQ | Buy | ISHARES TRibonds dec25 etf | $190,000 | +1.1% | 7,027 | +0.2% | 0.04% | -5.4% |
| IBDP | Buy | ISHARES TRibonds dec24 etf | $190,000 | 0.0% | 7,213 | +0.2% | 0.04% | -5.4% |
| MS | Buy | MORGAN STANLEY | $190,000 | +25.8% | 2,070 | +6.8% | 0.04% | +20.7% |
| PSA | PUBLIC STORAGE | $194,000 | +22.0% | 644 | 0.0% | 0.04% | +12.9% | |
| MDB | Sell | MONGODB INCcl a | $186,000 | -22.2% | 515 | -42.3% | 0.03% | -27.7% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $186,000 | +66.1% | 74 | +37.0% | 0.03% | +54.5% |
| BIV | Sell | VANGUARD BD INDEX FDSintermed term | $184,000 | -14.8% | 2,044 | -16.2% | 0.03% | -19.0% |
| CSX | Buy | CSX CORP | $173,000 | 0.0% | 5,384 | +199.9% | 0.03% | -5.9% |
| WH | WYNDHAM HOTELS & RESORTS INC | $177,000 | +3.5% | 2,453 | 0.0% | 0.03% | -3.0% | |
| ENB | Sell | ENBRIDGE INC | $177,000 | +8.6% | 4,432 | -1.1% | 0.03% | 0.0% |
| KO | Sell | COCA COLA CO | $172,000 | -22.5% | 3,177 | -24.5% | 0.03% | -27.9% |
| SPYV | SPDR SER TRprtflo s&p500 vl | $172,000 | +4.2% | 4,352 | 0.0% | 0.03% | -3.1% | |
| ADBE | Sell | ADOBE SYSTEMS INCORPORATED | $164,000 | +21.5% | 280 | -1.8% | 0.03% | +15.4% |
| IPAY | ETF MANAGERS TRprime mobile pay | $159,000 | +5.3% | 2,256 | 0.0% | 0.03% | 0.0% | |
| CI | CIGNA CORP NEW | $159,000 | -1.9% | 672 | 0.0% | 0.03% | -9.4% | |
| IJK | ISHARES TRs&p mc 400gr etf | $151,000 | +3.4% | 1,868 | 0.0% | 0.03% | -3.4% | |
| IVV | ISHARES TRcore s&p500 etf | $156,000 | +8.3% | 362 | 0.0% | 0.03% | 0.0% | |
| PYPL | Buy | PAYPAL HLDGS INC | $149,000 | +35.5% | 510 | +13.1% | 0.03% | +28.6% |
| AIZ | ASSURANT INC | $150,000 | +9.5% | 963 | 0.0% | 0.03% | 0.0% | |
| IR | INGERSOLL RAND INC | $150,000 | -0.7% | 3,073 | 0.0% | 0.03% | -6.9% | |
| SCHZ | SCHWAB STRATEGIC TRus aggregate b | $142,000 | +1.4% | 2,600 | 0.0% | 0.03% | -3.7% | |
| ORCL | Buy | ORACLE CORP | $142,000 | +23.5% | 1,821 | +11.4% | 0.03% | +18.2% |
| PRU | Buy | PRUDENTIAL FINL INC | $144,000 | +17.1% | 1,401 | +3.7% | 0.03% | +8.3% |
| UGI | UGI CORP NEW | $135,000 | +12.5% | 2,916 | 0.0% | 0.02% | +8.7% | |
| VXUS | VANGUARD STAR FDSvg tl intl stk f | $139,000 | +4.5% | 2,114 | 0.0% | 0.02% | -3.8% | |
| KSU | KANSAS CITY SOUTHERN | $132,000 | +7.3% | 466 | 0.0% | 0.02% | 0.0% | |
| EFG | Buy | ISHARES TReafe grwth etf | $132,000 | +10.9% | 1,231 | +4.2% | 0.02% | +4.3% |
| EL | Buy | LAUDER ESTEE COS INCcl a | $134,000 | +17.5% | 421 | +7.4% | 0.02% | +9.1% |
| DUK | Sell | DUKE ENERGY CORP NEW | $134,000 | -1.5% | 1,359 | -3.5% | 0.02% | -11.1% |
| SIRI | Sell | SIRIUS XM HOLDINGS INC | $132,000 | +7.3% | 20,204 | -0.1% | 0.02% | 0.0% |
| TXN | Sell | TEXAS INSTRS INC | $131,000 | +0.8% | 683 | -0.6% | 0.02% | -4.0% |
| INO | Buy | INOVIO PHARMACEUTICALS INC | $129,000 | +18.3% | 13,900 | +18.8% | 0.02% | +14.3% |
| GM | Buy | GENERAL MTRS CO | $125,000 | +5.9% | 2,110 | +2.4% | 0.02% | 0.0% |
| IFRA | ISHARES TRus infrastruc | $128,000 | +2.4% | 3,614 | 0.0% | 0.02% | -4.2% | |
| UBER | Buy | UBER TECHNOLOGIES INC | $118,000 | -4.1% | 2,353 | +4.3% | 0.02% | -8.3% |
| ET | Buy | ENERGY TRANSFER L P | $121,000 | +39.1% | 11,373 | +0.1% | 0.02% | +29.4% |
| FNCL | FIDELITY COVINGTON TRUSTmsci finls idx | $119,000 | +7.2% | 2,267 | 0.0% | 0.02% | 0.0% | |
| AXGN | AXOGEN INC | $122,000 | +7.0% | 5,635 | 0.0% | 0.02% | 0.0% | |
| FNDC | SCHWAB STRATEGIC TRschwb fdt int sc | $116,000 | +4.5% | 2,956 | 0.0% | 0.02% | -4.5% | |
| VTRS | Sell | VIATRIS INC | $114,000 | +1.8% | 7,954 | -0.9% | 0.02% | -4.5% |
| SPEM | Sell | SPDR INDEX SHS FDSportfolio emg mk | $111,000 | +3.7% | 2,437 | -0.2% | 0.02% | -4.8% |
| XLF | SELECT SECTOR SPDR TRfinancial | $108,000 | +6.9% | 2,954 | 0.0% | 0.02% | 0.0% | |
| EEMA | ISHARES INCmsci em asia etf | $112,000 | +1.8% | 1,208 | 0.0% | 0.02% | -4.8% | |
| TEAM | ATLASSIAN CORP PLCcl a | $109,000 | +22.5% | 424 | 0.0% | 0.02% | +17.6% | |
| TER | TERADYNE INC | $112,000 | +9.8% | 837 | 0.0% | 0.02% | 0.0% | |
| ARKK | Buy | ARK ETF TRinnovation etf | $110,000 | +633.3% | 839 | +593.4% | 0.02% | +566.7% |
| ARKQ | Buy | ARK ETF TRautnmus technlgy | $109,000 | +2.8% | 1,266 | +0.5% | 0.02% | -4.8% |
| TRV | TRAVELERS COMPANIES INC | $109,000 | 0.0% | 725 | 0.0% | 0.02% | -4.8% | |
| WM | WASTE MGMT INC DEL | $111,000 | +8.8% | 790 | 0.0% | 0.02% | 0.0% | |
| SIGI | Buy | SELECTIVE INS GROUP INC | $104,000 | +13.0% | 1,277 | +0.3% | 0.02% | +5.6% |
| FDBC | FIDELITY D & D BANCORP INC | $106,000 | -12.4% | 1,966 | 0.0% | 0.02% | -20.8% | |
| SHY | Sell | ISHARES TR1 3 yr treas bd | $104,000 | -10.3% | 1,212 | -9.7% | 0.02% | -17.4% |
| BIDU | BAIDU INCspon adr rep a | $102,000 | -6.4% | 500 | 0.0% | 0.02% | -9.5% | |
| XLY | Buy | SELECT SECTOR SPDR TRsbi cons discr | $106,000 | +9.3% | 596 | +3.5% | 0.02% | 0.0% |
| SPLV | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $104,000 | +5.1% | 1,700 | 0.0% | 0.02% | 0.0% | |
| ACWI | ISHARES TRmsci acwi etf | $106,000 | +7.1% | 1,044 | 0.0% | 0.02% | 0.0% | |
| ROK | Buy | ROCKWELL AUTOMATION INC | $96,000 | +20.0% | 334 | +10.2% | 0.02% | +12.5% |
| FCEF | FIRST TR EXCHNG TRADED FD VIcef incm oppty | $100,000 | +6.4% | 3,927 | 0.0% | 0.02% | 0.0% | |
| VO | VANGUARD INDEX FDSmid cap etf | $101,000 | +7.4% | 424 | 0.0% | 0.02% | 0.0% | |
| XLI | Buy | SELECT SECTOR SPDR TRsbi int-inds | $96,000 | +6.7% | 939 | +3.1% | 0.02% | 0.0% |
| SXT | SENSIENT TECHNOLOGIES CORP | $97,000 | +11.5% | 1,115 | 0.0% | 0.02% | +5.9% | |
| FTS | Sell | FORTIS INC | $99,000 | -94.8% | 2,244 | -94.9% | 0.02% | -95.2% |
| ANTM | ANTHEM INC | $96,000 | +6.7% | 251 | 0.0% | 0.02% | 0.0% | |
| IWD | ISHARES TRrus 1000 val etf | $93,000 | +4.5% | 586 | 0.0% | 0.02% | 0.0% | |
| AVNS | AVANOS MED INC | $91,000 | -16.5% | 2,500 | 0.0% | 0.02% | -19.0% | |
| BNDX | Buy | VANGUARD CHARLOTTE FDSintl bd idx etf | $94,000 | +235.7% | 1,650 | +240.9% | 0.02% | +240.0% |
| CL | COLGATE PALMOLIVE CO | $93,000 | +3.3% | 1,143 | 0.0% | 0.02% | -5.6% | |
| BDSI | Buy | BIODELIVERY SCIENCES INTL IN | $89,000 | +6.0% | 24,722 | +15.2% | 0.02% | 0.0% |
| FVD | FIRST TR VALUE LINE DIVID IN | $87,000 | +4.8% | 2,187 | 0.0% | 0.02% | 0.0% | |
| SWKS | SKYWORKS SOLUTIONS INC | $90,000 | +4.7% | 470 | 0.0% | 0.02% | -5.9% | |
| RYH | INVESCO EXCHANGE TRADED FD Ts&p500 eql hlt | $88,000 | +8.6% | 302 | 0.0% | 0.02% | 0.0% | |
| AZN | ASTRAZENECA PLCsponsored adr | $88,000 | +20.5% | 1,474 | 0.0% | 0.02% | +14.3% | |
| PSX | PHILLIPS 66 | $82,000 | +5.1% | 955 | 0.0% | 0.02% | 0.0% | |
| COST | COSTCO WHSL CORP NEW | $84,000 | +12.0% | 213 | 0.0% | 0.02% | 0.0% | |
| CMI | Sell | CUMMINS INC | $84,000 | -19.2% | 343 | -14.9% | 0.02% | -25.0% |
| MMP | Buy | MAGELLAN MIDSTREAM PRTNRS LP | $81,000 | +14.1% | 1,646 | +0.2% | 0.02% | +7.1% |
| NVAX | Buy | NOVAVAX INC | $83,000 | +45.6% | 392 | +25.6% | 0.02% | +36.4% |
| HAS | HASBRO INC | $84,000 | -2.3% | 890 | 0.0% | 0.02% | -11.8% | |
| ABNB | Buy | AIRBNB INC | $82,000 | +127.8% | 533 | +177.6% | 0.02% | +114.3% |
| CERN | Sell | CERNER CORP | $74,000 | -5.1% | 948 | -12.1% | 0.01% | -6.7% |
| VCSH | Buy | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $79,000 | +14.5% | 953 | +14.3% | 0.01% | +7.7% |
| ABT | Sell | ABBOTT LABS | $79,000 | -18.6% | 682 | -15.6% | 0.01% | -26.3% |
| KHC | Buy | KRAFT HEINZ CO | $74,000 | +5.7% | 1,819 | +3.7% | 0.01% | 0.0% |
| BSJN | INVESCO EXCH TRD SLF IDX FD | $78,000 | 0.0% | 3,080 | 0.0% | 0.01% | -6.7% | |
| MGC | VANGUARD WORLD FDmega cap index | $75,000 | +8.7% | 492 | 0.0% | 0.01% | +7.7% | |
| ED | CONSOLIDATED EDISON INC | $70,000 | -4.1% | 970 | 0.0% | 0.01% | -7.1% | |
| ALGT | ALLEGIANT TRAVEL CO | $70,000 | -20.5% | 360 | 0.0% | 0.01% | -23.5% | |
| BUG | GLOBAL X FDScybrscurty etf | $71,000 | +14.5% | 2,464 | 0.0% | 0.01% | +8.3% | |
| VPU | VANGUARD WORLD FDSutilities etf | $69,000 | -1.4% | 500 | 0.0% | 0.01% | -7.1% | |
| AEP | AMERICAN ELEC PWR CO INC | $72,000 | 0.0% | 847 | 0.0% | 0.01% | -7.1% | |
| AWK | AMERICAN WTR WKS CO INC NEW | $69,000 | +3.0% | 450 | 0.0% | 0.01% | 0.0% | |
| NFRA | New | FLEXSHARES TRstoxx globr inf | $67,000 | – | 1,172 | +100.0% | 0.01% | – |
| SPHQ | INVESCO EXCHANGE TRADED FD Ts&p500 quality | $68,000 | +9.7% | 1,403 | 0.0% | 0.01% | 0.0% | |
| XRLV | Buy | INVESCO EXCH TRADED FD TR IIs&p 500 ex rat | $64,000 | +25.5% | 1,376 | +18.6% | 0.01% | +20.0% |
| SLX | New | VANECK VECTORS ETF TRsteel etf | $64,000 | – | 1,028 | +100.0% | 0.01% | – |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $67,000 | +15.5% | 183 | +12.3% | 0.01% | +9.1% |
| IQDG | New | WISDOMTREE TRintl qulty div | $67,000 | – | 1,695 | +100.0% | 0.01% | – |
| MET | Buy | METLIFE INC | $65,000 | +8.3% | 1,085 | +9.6% | 0.01% | 0.0% |
| HI | HILLENBRAND INC | $63,000 | -7.4% | 1,430 | 0.0% | 0.01% | -7.7% | |
| WKHS | Buy | WORKHORSE GROUP INC | $61,000 | +1933.3% | 3,700 | +1750.0% | 0.01% | +1000.0% |
| VWO | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $58,000 | +3.6% | 1,075 | 0.0% | 0.01% | 0.0% | |
| K | Buy | KELLOGG CO | $58,000 | +1.8% | 903 | +0.2% | 0.01% | 0.0% |
| VSGX | New | VANGUARD WORLD FDesg intl stk etf | $61,000 | – | 949 | +100.0% | 0.01% | – |
| FAN | FIRST TR EXCHANGE-TRADED FDgbl wnd enrg etf | $58,000 | -4.9% | 2,708 | 0.0% | 0.01% | -8.3% | |
| SEIC | SEI INVTS CO | $62,000 | +1.6% | 1,000 | 0.0% | 0.01% | -8.3% | |
| GLD | SPDR GOLD TR | $58,000 | +3.6% | 353 | 0.0% | 0.01% | 0.0% | |
| VBR | Sell | VANGUARD INDEX FDSsm cp val etf | $61,000 | +1.7% | 349 | -3.9% | 0.01% | -8.3% |
| ADP | AUTOMATIC DATA PROCESSING IN | $58,000 | +5.5% | 292 | 0.0% | 0.01% | 0.0% | |
| ITOT | ISHARES TRcore s&p ttl stk | $61,000 | +8.9% | 616 | 0.0% | 0.01% | 0.0% | |
| ITB | ISHARES TRus home cons etf | $56,000 | +1.8% | 812 | 0.0% | 0.01% | -9.1% | |
| IWM | ISHARES TRrussell 2000 etf | $56,000 | +3.7% | 246 | 0.0% | 0.01% | -9.1% | |
| PAG | PENSKE AUTOMOTIVE GRP INC | $55,000 | -5.2% | 722 | 0.0% | 0.01% | -9.1% | |
| GSK | GLAXOSMITHKLINE PLCsponsored adr | $56,000 | +12.0% | 1,399 | 0.0% | 0.01% | 0.0% | |
| V | VISA INC | $57,000 | +11.8% | 242 | 0.0% | 0.01% | 0.0% | |
| SUSA | New | ISHARES TRmsci usa esg slc | $54,000 | – | 564 | +100.0% | 0.01% | – |
| USMV | Buy | ISHARES TRmsci usa min vol | $55,000 | +5.8% | 747 | +0.3% | 0.01% | 0.0% |
| TSCO | Sell | TRACTOR SUPPLY CO | $54,000 | +1.9% | 288 | -4.3% | 0.01% | 0.0% |
| MPC | MARATHON PETE CORP | $55,000 | +12.2% | 908 | 0.0% | 0.01% | 0.0% | |
| QCLN | New | FIRST TR EXCHANGE-TRADED FDnas clnedg green | $53,000 | – | 760 | +100.0% | 0.01% | – |
| KMI | Sell | KINDER MORGAN INC DEL | $55,000 | +7.8% | 3,040 | -1.5% | 0.01% | 0.0% |
| NFLX | Buy | NETFLIX INC | $57,000 | +9.6% | 107 | +8.1% | 0.01% | 0.0% |
| C | Buy | CITIGROUP INC | $53,000 | +23.3% | 753 | +27.6% | 0.01% | +25.0% |
| MRNA | Buy | MODERNA INC | $47,000 | +95.8% | 198 | +6.5% | 0.01% | +80.0% |
| DFS | DISCOVER FINL SVCS | $51,000 | +24.4% | 434 | 0.0% | 0.01% | +12.5% | |
| PATH | New | UIPATH INCcl a | $48,000 | – | 700 | +100.0% | 0.01% | – |
| SQ | Buy | SQUARE INCcl a | $51,000 | +18.6% | 210 | +9.9% | 0.01% | +12.5% |
| SRNE | SORRENTO THERAPEUTICS INC | $49,000 | +16.7% | 5,059 | 0.0% | 0.01% | +12.5% | |
| ESGE | Buy | ISHARES INCesg awr msci em | $51,000 | +8.5% | 1,140 | +5.6% | 0.01% | 0.0% |
| GPC | Buy | GENUINE PARTS CO | $52,000 | +10.6% | 410 | +0.7% | 0.01% | 0.0% |
| HPQ | Buy | HP INC | $47,000 | -6.0% | 1,570 | +0.1% | 0.01% | -10.0% |
| WTM | WHITE MTNS INS GROUP LTD | $46,000 | +2.2% | 40 | 0.0% | 0.01% | -11.1% | |
| VCIT | Buy | VANGUARD SCOTTSDALE FDSint-term corp | $46,000 | +39.4% | 479 | +33.8% | 0.01% | +33.3% |
| PLTR | Buy | PALANTIR TECHNOLOGIES INCcl a | $44,000 | +18.9% | 1,687 | +6.3% | 0.01% | +14.3% |
| VHT | VANGUARD WORLD FDShealth car etf | $44,000 | +7.3% | 179 | 0.0% | 0.01% | 0.0% | |
| OGN | New | ORGANON & CO | $42,000 | – | 1,392 | +100.0% | 0.01% | – |
| AVY | AVERY DENNISON CORP | $42,000 | +13.5% | 200 | 0.0% | 0.01% | +14.3% | |
| LNG | CHENIERE ENERGY INC | $43,000 | +19.4% | 500 | 0.0% | 0.01% | +14.3% | |
| NIO | Sell | NIO INCspon ads | $43,000 | 0.0% | 800 | -27.3% | 0.01% | 0.0% |
| IWB | ISHARES TRrus 1000 etf | $45,000 | +7.1% | 186 | 0.0% | 0.01% | 0.0% | |
| WELL | WELLTOWER INC | $42,000 | +16.7% | 500 | 0.0% | 0.01% | +14.3% | |
| ANSS | Buy | ANSYS INC | $43,000 | +72.0% | 125 | +66.7% | 0.01% | +60.0% |
| GGG | GRACO INC | $37,000 | +5.7% | 492 | 0.0% | 0.01% | 0.0% | |
| New | DERMTECH INC | $36,000 | – | 877 | +100.0% | 0.01% | – | |
| COP | Buy | CONOCOPHILLIPS | $36,000 | +56.5% | 589 | +33.9% | 0.01% | +75.0% |
| MGK | VANGUARD WORLD FDmega grwth ind | $38,000 | +11.8% | 164 | 0.0% | 0.01% | 0.0% | |
| TDOC | TELADOC HEALTH INC | $40,000 | -7.0% | 239 | 0.0% | 0.01% | -12.5% | |
| VGK | Buy | VANGUARD INTL EQUITY INDEX Fftse europe etf | $41,000 | +5.1% | 616 | +0.2% | 0.01% | -12.5% |
| ATVI | Buy | ACTIVISION BLIZZARD INC | $36,000 | +2.9% | 375 | +0.3% | 0.01% | 0.0% |
| FTEC | FIDELITY COVINGTON TRUSTmsci info tech i | $38,000 | +11.8% | 325 | 0.0% | 0.01% | 0.0% | |
| FDVV | FIDELITY COVINGTON TRUSThigh divid etf | $36,000 | +5.9% | 953 | 0.0% | 0.01% | 0.0% | |
| XLP | Buy | SELECT SECTOR SPDR TRsbi cons stpls | $39,000 | +5.4% | 562 | +3.1% | 0.01% | 0.0% |
| SAM | Buy | BOSTON BEER INCcl a | $39,000 | -4.9% | 38 | +11.8% | 0.01% | -12.5% |
| BAX | BAXTER INTL INC | $40,000 | -4.8% | 500 | 0.0% | 0.01% | -12.5% | |
| SLB | SCHLUMBERGER LTD | $37,000 | +15.6% | 1,162 | 0.0% | 0.01% | +16.7% | |
| DON | WISDOMTREE TRus midcap divid | $39,000 | +2.6% | 930 | 0.0% | 0.01% | 0.0% | |
| ENFR | ALPS ETF TRalerian energy | $41,000 | +17.1% | 2,054 | 0.0% | 0.01% | 0.0% | |
| RCI | ROGERS COMMUNICATIONS INCcl b | $41,000 | +13.9% | 779 | 0.0% | 0.01% | 0.0% | |
| AGCO | AGCO CORP | $39,000 | -9.3% | 300 | 0.0% | 0.01% | -12.5% | |
| LDOS | LEIDOS HOLDINGS INC | $40,000 | +2.6% | 400 | 0.0% | 0.01% | -12.5% | |
| NEM | NEWMONT CORP | $40,000 | +5.3% | 628 | 0.0% | 0.01% | 0.0% | |
| BEP | Buy | BROOKFIELD RENEWABLE PARTNERpartnership unit | $38,000 | -5.0% | 980 | +4.3% | 0.01% | -12.5% |
| MMSI | MERIT MED SYS INC | $38,000 | +5.6% | 595 | 0.0% | 0.01% | 0.0% | |
| NBTB | NBT BANCORP INC | $37,000 | -11.9% | 1,042 | 0.0% | 0.01% | -12.5% | |
| MCHP | MICROCHIP TECHNOLOGY INC. | $37,000 | -5.1% | 250 | 0.0% | 0.01% | -12.5% | |
| OSUR | Buy | ORASURE TECHNOLOGIES INC | $34,000 | +25.9% | 3,388 | +44.2% | 0.01% | +20.0% |
| MBB | Buy | ISHARES TRmbs etf | $31,000 | +181.8% | 285 | +168.9% | 0.01% | +200.0% |
| XLV | Buy | SELECT SECTOR SPDR TRsbi healthcare | $34,000 | +21.4% | 266 | +10.8% | 0.01% | +20.0% |
| HCA | Buy | HCA HEALTHCARE INC | $35,000 | +52.2% | 171 | +37.9% | 0.01% | +50.0% |
| TPYP | MANAGED PORTFOLIO SERIEStortoise nram pi | $34,000 | +13.3% | 1,495 | 0.0% | 0.01% | 0.0% | |
| IAU | New | ISHARES GOLD TRishares new | $32,000 | – | 951 | +100.0% | 0.01% | – |
| VMBS | Sell | VANGUARD SCOTTSDALE FDSmortg-back sec | $33,000 | -84.9% | 621 | -84.9% | 0.01% | -86.0% |
| SYK | STRYKER CORPORATION | $31,000 | +6.9% | 119 | 0.0% | 0.01% | 0.0% | |
| CARR | CARRIER GLOBAL CORPORATION | $33,000 | +13.8% | 677 | 0.0% | 0.01% | 0.0% | |
| FDX | Buy | FEDEX CORP | $35,000 | +52.2% | 117 | +42.7% | 0.01% | +50.0% |
| EW | EDWARDS LIFESCIENCES CORP | $35,000 | +25.0% | 336 | 0.0% | 0.01% | +20.0% | |
| PSF | COHEN & STEERS SELECT PFD & | $33,000 | +10.0% | 1,090 | 0.0% | 0.01% | 0.0% | |
| WU | WESTERN UN CO | $31,000 | -6.1% | 1,330 | 0.0% | 0.01% | 0.0% | |
| NJR | NEW JERSEY RES CORP | $31,000 | -3.1% | 791 | 0.0% | 0.01% | 0.0% | |
| WMB | Buy | WILLIAMS COS INC | $35,000 | +12.9% | 1,332 | +1.5% | 0.01% | 0.0% |
| TPR | Buy | TAPESTRY INC | $33,000 | +43.5% | 770 | +37.7% | 0.01% | +50.0% |
| QSR | RESTAURANT BRANDS INTL INC | $35,000 | 0.0% | 539 | 0.0% | 0.01% | -14.3% | |
| HZNP | HORIZON THERAPEUTICS PUB L | $34,000 | +3.0% | 358 | 0.0% | 0.01% | 0.0% | |
| SNAP | Buy | SNAP INCcl a | $33,000 | +135.7% | 480 | +73.3% | 0.01% | +100.0% |
| RCD | INVESCO EXCHANGE TRADED FD Ts&p500 eql dis | $34,000 | +6.2% | 227 | 0.0% | 0.01% | 0.0% | |
| LNC | LINCOLN NATL CORP IND | $31,000 | 0.0% | 500 | 0.0% | 0.01% | 0.0% | |
| CNXC | CONCENTRIX CORP | $35,000 | +9.4% | 215 | 0.0% | 0.01% | 0.0% | |
| FLS | FLOWSERVE CORP | $31,000 | +3.3% | 780 | 0.0% | 0.01% | 0.0% | |
| PLUG | PLUG POWER INC | $35,000 | -2.8% | 1,010 | 0.0% | 0.01% | -14.3% | |
| AMD | Buy | ADVANCED MICRO DEVICES INC | $31,000 | +55.0% | 326 | +28.9% | 0.01% | +50.0% |
| SUB | ISHARES TRshrt nat mun etf | $32,000 | 0.0% | 300 | 0.0% | 0.01% | 0.0% | |
| BIIB | Buy | BIOGEN INC | $35,000 | +52.2% | 102 | +25.9% | 0.01% | +50.0% |
| SNPS | Buy | SYNOPSYS INC | $31,000 | +416.7% | 111 | +326.9% | 0.01% | +500.0% |
| FANG | DIAMONDBACK ENERGY INC | $35,000 | +25.0% | 378 | 0.0% | 0.01% | +20.0% | |
| IRM | IRON MTN INC NEW | $29,000 | +16.0% | 684 | 0.0% | 0.01% | 0.0% | |
| YUMC | YUM CHINA HLDGS INC | $29,000 | +11.5% | 437 | 0.0% | 0.01% | 0.0% | |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC | $25,000 | +19.0% | 50 | +8.7% | 0.01% | +25.0% |
| BP | Buy | BP PLCsponsored adr | $29,000 | +26.1% | 1,102 | +15.8% | 0.01% | +25.0% |
| GD | GENERAL DYNAMICS CORP | $30,000 | +3.4% | 157 | 0.0% | 0.01% | -16.7% | |
| GLW | CORNING INC | $29,000 | -6.5% | 710 | 0.0% | 0.01% | -16.7% | |
| BKSC | BANK SOUTH CAROLINA CORP | $25,000 | -7.4% | 1,210 | 0.0% | 0.01% | 0.0% | |
| NEE | Buy | NEXTERA ENERGY INC | $29,000 | -3.3% | 396 | +0.3% | 0.01% | -16.7% |
| EVA | ENVIVA PARTNERS LP | $26,000 | +8.3% | 500 | 0.0% | 0.01% | 0.0% | |
| MU | Sell | MICRON TECHNOLOGY INC | $30,000 | -16.7% | 350 | -13.4% | 0.01% | -28.6% |
| SNX | SYNNEX CORP | $26,000 | +4.0% | 215 | 0.0% | 0.01% | 0.0% | |
| HEZU | New | ISHARES TRcur hd eurzn etf | $28,000 | – | 780 | +100.0% | 0.01% | – |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $30,000 | 0.0% | 188 | 0.0% | 0.01% | -16.7% | |
| SPG | SIMON PPTY GROUP INC NEW | $29,000 | +11.5% | 225 | 0.0% | 0.01% | 0.0% | |
| ZTS | ZOETIS INCcl a | $30,000 | +15.4% | 163 | 0.0% | 0.01% | 0.0% | |
| TDIV | FIRST TR EXCHANGE-TRADED FDnasd tech div | $29,000 | +7.4% | 500 | 0.0% | 0.01% | 0.0% | |
| ADM | ARCHER DANIELS MIDLAND CO | $26,000 | +8.3% | 426 | 0.0% | 0.01% | 0.0% | |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $25,000 | +4.2% | 1,133 | 0.0% | 0.01% | 0.0% | |
| SO | SOUTHERN CO | $27,000 | -3.6% | 447 | 0.0% | 0.01% | 0.0% | |
| RTX | RAYTHEON TECHNOLOGIES CORP | $27,000 | +12.5% | 311 | 0.0% | 0.01% | 0.0% | |
| ALE | ALLETE INC | $29,000 | +3.6% | 416 | 0.0% | 0.01% | 0.0% | |
| O | REALTY INCOME CORP | $25,000 | +4.2% | 380 | 0.0% | 0.01% | 0.0% | |
| SRPT | Sell | SAREPTA THERAPEUTICS INC | $26,000 | -82.8% | 336 | -83.4% | 0.01% | -82.8% |
| PCY | New | INVESCO EXCH TRADED FD TR IIemrng mkt svrg | $29,000 | – | 1,052 | +100.0% | 0.01% | – |
| ISRG | Buy | INTUITIVE SURGICAL INC | $28,000 | +75.0% | 30 | +36.4% | 0.01% | +66.7% |
| ORBC | ORBCOMM INC | $30,000 | +42.9% | 2,700 | 0.0% | 0.01% | +25.0% | |
| STLD | STEEL DYNAMICS INC | $25,000 | +19.0% | 420 | 0.0% | 0.01% | +25.0% | |
| DES | WISDOMTREE TRus smallcap divd | $28,000 | 0.0% | 884 | 0.0% | 0.01% | 0.0% | |
| WMK | WEIS MKTS INC | $26,000 | -7.1% | 500 | 0.0% | 0.01% | 0.0% | |
| IWS | ISHARES TRrus mdcp val etf | $25,000 | +8.7% | 215 | 0.0% | 0.01% | +25.0% | |
| MNST | Buy | MONSTER BEVERAGE CORP NEW | $25,000 | +56.2% | 279 | +58.5% | 0.01% | +66.7% |
| WBA | WALGREENS BOOTS ALLIANCE INC | $27,000 | -3.6% | 511 | 0.0% | 0.01% | 0.0% | |
| WEC | WEC ENERGY GROUP INC | $30,000 | -6.2% | 338 | 0.0% | 0.01% | -16.7% | |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | $29,000 | +26.1% | 350 | 0.0% | 0.01% | +25.0% | |
| HPE | HEWLETT PACKARD ENTERPRISE C | $25,000 | -7.4% | 1,710 | 0.0% | 0.01% | 0.0% | |
| VRTX | VERTEX PHARMACEUTICALS INC | $25,000 | -7.4% | 126 | 0.0% | 0.01% | 0.0% | |
| STX | New | SEAGATE TECHNOLOGY HLDNGS PL | $26,000 | – | 298 | +100.0% | 0.01% | – |
| IP | INTERNATIONAL PAPER CO | $28,000 | +16.7% | 453 | 0.0% | 0.01% | 0.0% | |
| MCK | Buy | MCKESSON CORP | $25,000 | +56.2% | 129 | +61.2% | 0.01% | +66.7% |
| MTLS | MATERIALISE NVsponsored ads | $26,000 | -31.6% | 1,065 | 0.0% | 0.01% | -28.6% | |
| CF | CF INDS HLDGS INC | $26,000 | +13.0% | 500 | 0.0% | 0.01% | +25.0% | |
| PENN | Buy | PENN NATL GAMING INC | $25,000 | -10.7% | 325 | +22.6% | 0.01% | 0.0% |
| DLN | WISDOMTREE TRus largecap divd | $25,000 | +4.2% | 205 | 0.0% | 0.01% | 0.0% | |
| RRR | RED ROCK RESORTS INCcl a | $21,000 | +31.2% | 500 | 0.0% | 0.00% | +33.3% | |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $24,000 | +4.3% | 1,101 | 0.0% | 0.00% | 0.0% | |
| DGS | New | WISDOMTREE TRemg mkts smcap | $22,000 | – | 404 | +100.0% | 0.00% | – |
| SHM | SPDR SER TRnuveen blmbrg sr | $21,000 | 0.0% | 419 | 0.0% | 0.00% | 0.0% | |
| SJNK | SPDR SER TRbloomberg srt tr | $21,000 | 0.0% | 763 | 0.0% | 0.00% | 0.0% | |
| BKNG | Buy | BOOKING HOLDINGS INC | $22,000 | +57.1% | 10 | +66.7% | 0.00% | +33.3% |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $23,000 | +228.6% | 168 | +236.0% | 0.00% | +300.0% |
| XSD | SPDR SER TRs&p semicndctr | $20,000 | +5.3% | 104 | 0.0% | 0.00% | 0.0% | |
| IGF | ISHARES TRglb infrastr etf | $21,000 | 0.0% | 460 | 0.0% | 0.00% | 0.0% | |
| KRE | Sell | SPDR SER TRs&p regl bkg | $22,000 | -4.3% | 338 | -2.6% | 0.00% | 0.0% |
| VOT | VANGUARD INDEX FDSmcap gr idxvip | $23,000 | +9.5% | 99 | 0.0% | 0.00% | 0.0% | |
| DXCM | Buy | DEXCOM INC | $20,000 | +25.0% | 47 | +6.8% | 0.00% | +33.3% |
| IEFA | New | ISHARES TRcore msci eafe | $20,000 | – | 262 | +100.0% | 0.00% | – |
| FSD | FIRST TR HIGH INCOME LONG / | $21,000 | +5.0% | 1,333 | 0.0% | 0.00% | 0.0% | |
| ALGN | Buy | ALIGN TECHNOLOGY INC | $21,000 | +90.9% | 35 | +75.0% | 0.00% | +100.0% |
| FREL | FIDELITY COVINGTON TRUSTmsci rl est etf | $20,000 | +11.1% | 655 | 0.0% | 0.00% | 0.0% | |
| DHR | DANAHER CORPORATION | $21,000 | +16.7% | 79 | 0.0% | 0.00% | 0.0% | |
| KEY | KEYCORP | $20,000 | +5.3% | 946 | 0.0% | 0.00% | 0.0% | |
| NQP | NUVEEN PENNSYLVANIA QLT MUN | $23,000 | +4.5% | 1,543 | 0.0% | 0.00% | 0.0% | |
| VSS | New | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $21,000 | – | 157 | +100.0% | 0.00% | – |
| SYY | SYSCO CORP | $20,000 | 0.0% | 251 | 0.0% | 0.00% | 0.0% | |
| CTSH | Sell | COGNIZANT TECHNOLOGY SOLUTIOcl a | $21,000 | -12.5% | 296 | -5.4% | 0.00% | -20.0% |
| PROV | PROVIDENT FINL HLDGS INC | $21,000 | 0.0% | 1,226 | 0.0% | 0.00% | 0.0% | |
| TOLZ | PROSHARES TRdj brkfld glb | $20,000 | +5.3% | 426 | 0.0% | 0.00% | 0.0% | |
| DLR | DIGITAL RLTY TR INC | $24,000 | +9.1% | 158 | 0.0% | 0.00% | 0.0% | |
| PINS | Buy | PINTEREST INCcl a | $21,000 | +31.2% | 268 | +21.8% | 0.00% | +33.3% |
| ACN | Sell | ACCENTURE PLC IRELAND | $23,000 | -23.3% | 78 | -28.4% | 0.00% | -33.3% |
| SMLV | SPDR SER TRssga us smal etf | $22,000 | +4.8% | 191 | 0.0% | 0.00% | 0.0% | |
| AZO | Buy | AUTOZONE INC | $18,000 | +80.0% | 12 | +71.4% | 0.00% | +50.0% |
| SHW | Buy | SHERWIN WILLIAMS CO | $14,000 | +100.0% | 50 | +400.0% | 0.00% | +200.0% |
| TLT | Buy | ISHARES TR20 yr tr bd etf | $16,000 | +700.0% | 109 | +738.5% | 0.00% | – |
| REG | REGENCY CTRS CORP | $19,000 | +11.8% | 299 | 0.0% | 0.00% | 0.0% | |
| FCX | Buy | FREEPORT-MCMORAN INCcl b | $19,000 | +111.1% | 524 | +86.5% | 0.00% | +50.0% |
| NOK | Buy | NOKIA CORPsponsored adr | $17,000 | +325.0% | 3,130 | +177.0% | 0.00% | +200.0% |
| ETN | EATON CORP PLC | $14,000 | +7.7% | 97 | 0.0% | 0.00% | 0.0% | |
| IVE | ISHARES TRs&p 500 val etf | $18,000 | 0.0% | 125 | 0.0% | 0.00% | -25.0% | |
| AIG | AMERICAN INTL GROUP INC | $15,000 | 0.0% | 319 | 0.0% | 0.00% | 0.0% | |
| VOX | VANGUARD WORLD FDS | $14,000 | +16.7% | 95 | 0.0% | 0.00% | +50.0% | |
| GAB | New | GABELLI EQUITY TR INC | $14,000 | – | 2,000 | +100.0% | 0.00% | – |
| CVNA | Buy | CARVANA COcl a | $17,000 | +41.7% | 56 | +19.1% | 0.00% | +50.0% |
| WSM | WILLIAMS SONOMA INC | $18,000 | -10.0% | 111 | 0.0% | 0.00% | -25.0% | |
| LYFT | LYFT INC | $17,000 | 0.0% | 275 | 0.0% | 0.00% | 0.0% | |
| RDSB | ROYAL DUTCH SHELL PLCspon adr b | $18,000 | +5.9% | 451 | 0.0% | 0.00% | 0.0% | |
| SIVB | Buy | SVB FINANCIAL GROUP | $16,000 | +100.0% | 29 | +81.2% | 0.00% | +50.0% |
| GIS | Buy | GENERAL MLS INC | $18,000 | 0.0% | 288 | +0.3% | 0.00% | -25.0% |
| Z | Buy | ZILLOW GROUP INCcl c cap stk | $15,000 | +36.4% | 122 | +50.6% | 0.00% | +50.0% |
| TMP | TOMPKINS FINL CORP | $18,000 | -5.3% | 234 | 0.0% | 0.00% | -25.0% | |
| PLD | PROLOGIS INC. | $14,000 | +7.7% | 121 | 0.0% | 0.00% | 0.0% | |
| VLO | VALERO ENERGY CORP | $17,000 | +6.2% | 224 | 0.0% | 0.00% | 0.0% | |
| EOG | Buy | EOG RES INC | $14,000 | +27.3% | 164 | +4.5% | 0.00% | +50.0% |
| SMB | VANECK VECTORS ETF TRshort muni etf | $18,000 | 0.0% | 983 | 0.0% | 0.00% | -25.0% | |
| PTON | PELOTON INTERACTIVE INC | $16,000 | +6.7% | 132 | 0.0% | 0.00% | 0.0% | |
| DD | DUPONT DE NEMOURS INC | $19,000 | +5.6% | 239 | 0.0% | 0.00% | -25.0% | |
| MKL | MARKEL CORP | $14,000 | 0.0% | 12 | 0.0% | 0.00% | 0.0% | |
| PFG | Buy | PRINCIPAL FINANCIAL GROUP IN | $18,000 | +5.9% | 287 | +0.7% | 0.00% | 0.0% |
| XLB | Buy | SELECT SECTOR SPDR TRsbi materials | $16,000 | +6.7% | 196 | +4.8% | 0.00% | 0.0% |
| DOW | DOW INC | $19,000 | -5.0% | 307 | 0.0% | 0.00% | -25.0% | |
| RCL | Buy | ROYAL CARIBBEAN GROUP | $18,000 | +28.6% | 212 | +30.1% | 0.00% | 0.0% |
| IYK | ISHARES TRu.s. cnsm gd etf | $19,000 | 0.0% | 106 | 0.0% | 0.00% | -25.0% | |
| MTCH | Buy | MATCH GROUP INC NEW | $15,000 | +50.0% | 93 | +31.0% | 0.00% | +50.0% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $17,000 | +88.9% | 151 | +91.1% | 0.00% | +50.0% |
| NHI | NATIONAL HEALTH INVS INC | $15,000 | -11.8% | 231 | 0.0% | 0.00% | 0.0% | |
| INMB | New | INMUNE BIO INC | $18,000 | – | 1,000 | +100.0% | 0.00% | – |
| MINT | PIMCO ETF TRenhan shrt ma ac | $19,000 | 0.0% | 184 | 0.0% | 0.00% | -25.0% | |
| XYL | Buy | XYLEM INC | $14,000 | +16.7% | 115 | +0.9% | 0.00% | +50.0% |
| CPSS | CONSUMER PORTFOLIO SVCS INC | $18,000 | +12.5% | 3,925 | 0.0% | 0.00% | 0.0% | |
| BCE | BCE INC | $17,000 | +13.3% | 340 | 0.0% | 0.00% | 0.0% | |
| DELL | DELL TECHNOLOGIES INCcl c | $14,000 | +16.7% | 138 | 0.0% | 0.00% | +50.0% | |
| ODFL | OLD DOMINION FREIGHT LINE IN | $19,000 | +5.6% | 75 | 0.0% | 0.00% | -25.0% | |
| CMG | Buy | CHIPOTLE MEXICAN GRILL INC | $19,000 | +90.0% | 12 | +71.4% | 0.00% | +50.0% |
| HRB | BLOCK H & R INC | $19,000 | +11.8% | 800 | 0.0% | 0.00% | 0.0% | |
| LYB | LYONDELLBASELL INDUSTRIES N | $19,000 | 0.0% | 184 | 0.0% | 0.00% | -25.0% | |
| ALC | ALCON AG | $16,000 | 0.0% | 227 | 0.0% | 0.00% | 0.0% | |
| STAG | STAG INDL INC | $19,000 | +11.8% | 500 | 0.0% | 0.00% | 0.0% | |
| ASML | Buy | ASML HOLDING N V | $19,000 | +111.1% | 27 | +92.9% | 0.00% | +50.0% |
| RJF | RAYMOND JAMES FINL INC | $15,000 | +7.1% | 115 | 0.0% | 0.00% | 0.0% | |
| INDB | INDEPENDENT BK CORP MASS | $17,000 | -10.5% | 230 | 0.0% | 0.00% | -25.0% | |
| AAL | AMERICAN AIRLS GROUP INC | $15,000 | -11.8% | 719 | 0.0% | 0.00% | 0.0% | |
| ES | Sell | EVERSOURCE ENERGY | $16,000 | -5.9% | 194 | -2.0% | 0.00% | 0.0% |
| XLC | Buy | SELECT SECTOR SPDR TR | $13,000 | +62.5% | 156 | +36.8% | 0.00% | 0.0% |
| PRNT | ARK ETF TR3d printing etf | $12,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% | |
| ABMD | Buy | ABIOMED INC | $9,000 | +12.5% | 30 | +25.0% | 0.00% | 0.0% |
| AGIO | AGIOS PHARMACEUTICALS INC | $9,000 | +12.5% | 157 | 0.0% | 0.00% | 0.0% | |
| AB | New | ALLIANCEBERNSTEIN HLDG L Punit ltd partn | $9,000 | – | 195 | +100.0% | 0.00% | – |
| AMT | AMERICAN TOWER CORP NEW | $10,000 | +11.1% | 37 | 0.0% | 0.00% | 0.0% | |
| APH | Buy | AMPHENOL CORP NEWcl a | $13,000 | +116.7% | 184 | +89.7% | 0.00% | +100.0% |
| ABR | ARBOR REALTY TRUST INC | $9,000 | +12.5% | 500 | 0.0% | 0.00% | 0.0% | |
| BEPC | BROOKFIELD RENEWABLE CORPcl a sub vtg | $10,000 | -9.1% | 234 | 0.0% | 0.00% | 0.0% | |
| GOEV | New | CANOO INC | $10,000 | – | 1,000 | +100.0% | 0.00% | – |
| CHNG | CHANGE HEALTHCARE INC | $11,000 | 0.0% | 485 | 0.0% | 0.00% | 0.0% | |
| CBU | COMMUNITY BK SYS INC | $13,000 | 0.0% | 171 | 0.0% | 0.00% | -33.3% | |
| CTVA | CORTEVA INC | $11,000 | 0.0% | 238 | 0.0% | 0.00% | 0.0% | |
| DAL | DELTA AIR LINES INC DEL | $13,000 | -7.1% | 300 | 0.0% | 0.00% | -33.3% | |
| DVN | DEVON ENERGY CORP NEW | $11,000 | +37.5% | 380 | 0.0% | 0.00% | 0.0% | |
| DOV | DOVER CORP | $9,000 | +12.5% | 57 | 0.0% | 0.00% | 0.0% | |
| DKNG | DRAFTKINGS INC | $12,000 | -14.3% | 235 | 0.0% | 0.00% | -33.3% | |
| EXC | EXELON CORP | $10,000 | 0.0% | 232 | 0.0% | 0.00% | 0.0% | |
| FNB | F N B CORP | $10,000 | -9.1% | 849 | 0.0% | 0.00% | 0.0% | |
| FRT | FEDERAL RLTY INVT TRsh ben int new | $12,000 | +20.0% | 100 | 0.0% | 0.00% | 0.0% | |
| FHLC | FIDELITY COVINGTON TRUSTmsci hlth care i | $10,000 | +11.1% | 153 | 0.0% | 0.00% | 0.0% | |
| FFIC | FLUSHING FINL CORP | $11,000 | 0.0% | 500 | 0.0% | 0.00% | 0.0% | |
| AJG | Sell | GALLAGHER ARTHUR J & CO | $10,000 | 0.0% | 68 | -12.8% | 0.00% | 0.0% |
| EDOC | GLOBAL X FDStelmdc&dig etf | $11,000 | 0.0% | 555 | 0.0% | 0.00% | 0.0% | |
| PEAK | HEALTHPEAK PROPERTIES INC | $10,000 | 0.0% | 312 | 0.0% | 0.00% | 0.0% | |
| HYFM | HYDROFARM HLDGS GROUP INC | $12,000 | -7.7% | 209 | 0.0% | 0.00% | -33.3% | |
| IDXX | IDEXX LABS INC | $11,000 | +37.5% | 17 | 0.0% | 0.00% | 0.0% | |
| INTU | INTUIT | $11,000 | +37.5% | 22 | 0.0% | 0.00% | 0.0% | |
| SPHD | Buy | INVESCO EXCH TRADED FD TR IIs&p500 hdl vol | $11,000 | 0.0% | 256 | +0.8% | 0.00% | 0.0% |
| IJH | New | ISHARES TRcore s&p mcp etf | $13,000 | – | 49 | +100.0% | 0.00% | – |
| IEMG | New | ISHARES INCcore msci emkt | $10,000 | – | 147 | +100.0% | 0.00% | – |
| USHY | ISHARES TRbroad usd high | $12,000 | 0.0% | 287 | 0.0% | 0.00% | 0.0% | |
| LAMR | LAMAR ADVERTISING CO NEWcl a | $11,000 | +22.2% | 101 | 0.0% | 0.00% | 0.0% | |
| LVHD | Buy | LEGG MASON ETF INVT TRl vol h div etf | $12,000 | 0.0% | 340 | +0.6% | 0.00% | 0.0% |
| MFC | MANULIFE FINL CORP | $9,000 | -10.0% | 462 | 0.0% | 0.00% | 0.0% | |
| NCR | NCR CORP NEW | $12,000 | +20.0% | 268 | 0.0% | 0.00% | 0.0% | |
| NTR | New | NUTRIEN LTD | $10,000 | – | 160 | +100.0% | 0.00% | – |
| OLP | ONE LIBERTY PPTYS INC | $9,000 | +28.6% | 304 | 0.0% | 0.00% | +100.0% | |
| PH | PARKER-HANNIFIN CORP | $10,000 | 0.0% | 32 | 0.0% | 0.00% | 0.0% | |
| PBA | PEMBINA PIPELINE CORP | $9,000 | +12.5% | 283 | 0.0% | 0.00% | 0.0% | |
| PXD | PIONEER NAT RES CO | $13,000 | 0.0% | 82 | 0.0% | 0.00% | -33.3% | |
| PGR | PROGRESSIVE CORP | $9,000 | 0.0% | 91 | 0.0% | 0.00% | 0.0% | |
| SSNC | Buy | SS&C TECHNOLOGIES HLDGS INC | $13,000 | +116.7% | 174 | +89.1% | 0.00% | +100.0% |
| SCHH | SCHWAB STRATEGIC TRus reit etf | $13,000 | +18.2% | 275 | 0.0% | 0.00% | 0.0% | |
| SGEN | Buy | SEAGEN INC | $13,000 | +62.5% | 81 | +47.3% | 0.00% | 0.0% |
| SHOP | SHOPIFY INCcl a | $9,000 | +28.6% | 6 | 0.0% | 0.00% | +100.0% | |
| SPH | New | SUBURBAN PROPANE PARTNERS Lunit ltd partn | $11,000 | – | 700 | +100.0% | 0.00% | – |
| TDY | TELEDYNE TECHNOLOGIES INC | $10,000 | 0.0% | 24 | 0.0% | 0.00% | 0.0% | |
| TDC | TERADATA CORP DEL | $13,000 | +30.0% | 268 | 0.0% | 0.00% | 0.0% | |
| UDR | UDR INC | $11,000 | +22.2% | 216 | 0.0% | 0.00% | 0.0% | |
| BSV | Sell | VANGUARD BD INDEX FDSshort trm bond | $10,000 | 0.0% | 117 | -1.7% | 0.00% | 0.0% |
| VFF | Buy | VILLAGE FARMS INTL INC | $11,000 | +37.5% | 1,064 | +77.3% | 0.00% | 0.0% |
| VSTO | New | VISTA OUTDOOR INC | $13,000 | – | 284 | +100.0% | 0.00% | – |
| WAB | WABTEC | $10,000 | +11.1% | 117 | 0.0% | 0.00% | 0.0% | |
| W | Buy | WAYFAIR INCcl a | $9,000 | +50.0% | 29 | +61.1% | 0.00% | +100.0% |
| WY | WEYERHAEUSER CO MTN BE | $11,000 | 0.0% | 323 | 0.0% | 0.00% | 0.0% | |
| XEL | XCEL ENERGY INC | $13,000 | 0.0% | 199 | 0.0% | 0.00% | -33.3% | |
| XLNX | XILINX INC | $10,000 | +25.0% | 67 | 0.0% | 0.00% | 0.0% | |
| ZBRA | New | ZEBRA TECHNOLOGIES CORPORATIcl a | $10,000 | – | 18 | +100.0% | 0.00% | – |
| ZNGA | ZYNGA INCcl a | $12,000 | 0.0% | 1,160 | 0.0% | 0.00% | 0.0% | |
| AON | AON PLC | $10,000 | +11.1% | 40 | 0.0% | 0.00% | 0.0% | |
| ICHR | Sell | ICHOR HOLDINGS | $12,000 | -25.0% | 228 | -21.1% | 0.00% | -33.3% |
| NXPI | NXP SEMICONDUCTORS N V | $13,000 | 0.0% | 65 | 0.0% | 0.00% | -33.3% | |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $7,000 | +16.7% | 45 | 0.0% | 0.00% | 0.0% | |
| MAA | MID-AMER APT CMNTYS INC | $5,000 | +25.0% | 30 | 0.0% | 0.00% | 0.0% | |
| PTY | New | PIMCO CORPORATE & INCOME OPP | $3,000 | – | 159 | +100.0% | 0.00% | – |
| LDUR | PIMCO ETF TRenhncd lw dur ac | $6,000 | 0.0% | 60 | 0.0% | 0.00% | 0.0% | |
| MVIS | MICROVISION INC DEL | $8,000 | -11.1% | 500 | 0.0% | 0.00% | -50.0% | |
| PLXS | PLEXUS CORP | $5,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
| MRVL | New | MARVELL TECHNOLOGY INC | $3,000 | – | 48 | +100.0% | 0.00% | – |
| MAR | MARRIOTT INTL INC NEWcl a | $5,000 | 0.0% | 37 | 0.0% | 0.00% | 0.0% | |
| MKTX | Buy | MARKETAXESS HLDGS INC | $6,000 | +20.0% | 14 | +27.3% | 0.00% | 0.0% |
| MRO | MARATHON OIL CORP | $3,000 | +50.0% | 223 | 0.0% | 0.00% | – | |
| MGA | MAGNA INTL INC | $6,000 | +20.0% | 60 | 0.0% | 0.00% | 0.0% | |
| MSCI | Buy | MSCI INC | $5,000 | +150.0% | 9 | +80.0% | 0.00% | – |
| REGL | Sell | PROSHARES TRs&p mdcp 400 div | $7,000 | -30.0% | 100 | -28.6% | 0.00% | -50.0% |
| URE | PROSHARES TRult r/est new | $5,000 | +25.0% | 62 | 0.0% | 0.00% | 0.0% | |
| UYG | PROSHARES TRultra fncls new | $7,000 | +16.7% | 120 | 0.0% | 0.00% | 0.0% | |
| LESL | New | LESLIES INC | $3,000 | – | 100 | +100.0% | 0.00% | – |
| LVS | LAS VEGAS SANDS CORP | $5,000 | -16.7% | 100 | 0.0% | 0.00% | 0.0% | |
| LHX | L3HARRIS TECHNOLOGIES INC | $6,000 | 0.0% | 29 | 0.0% | 0.00% | 0.0% | |
| LTC | LTC PPTYS INC | $6,000 | -14.3% | 163 | 0.0% | 0.00% | 0.0% | |
| LI | LI AUTO INCsponsored ads | $7,000 | +40.0% | 200 | 0.0% | 0.00% | 0.0% | |
| ICVT | ISHARES TRconv bd etf | $6,000 | +20.0% | 54 | 0.0% | 0.00% | 0.0% | |
| ICSH | ISHARES TRblackrock ultra | $7,000 | 0.0% | 147 | 0.0% | 0.00% | 0.0% | |
| SHYG | ISHARES TR0-5yr hi yl cp | $3,000 | 0.0% | 75 | 0.0% | 0.00% | 0.0% | |
| QUAL | Buy | ISHARES TRmsci usa qlt fct | $8,000 | +60.0% | 58 | +45.0% | 0.00% | 0.0% |
| RIO | RIO TINTO PLCsponsored adr | $4,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
| RBLX | ROBLOX CORPcl a | $4,000 | +33.3% | 50 | 0.0% | 0.00% | 0.0% | |
| HDV | ISHARES TRcore high dv etf | $7,000 | 0.0% | 74 | 0.0% | 0.00% | 0.0% | |
| SLV | ISHARES SILVER TRishares | $6,000 | +20.0% | 240 | 0.0% | 0.00% | 0.0% | |
| RUTH | RUTHS HOSPITALITY GROUP INC | $3,000 | 0.0% | 112 | 0.0% | 0.00% | 0.0% | |
| AOR | ISHARES TRgrwt allocat etf | $6,000 | +20.0% | 100 | 0.0% | 0.00% | 0.0% | |
| AOA | ISHARES TRaggres alloc etf | $7,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| ITA | ISHARES TRus aer def etf | $3,000 | 0.0% | 29 | 0.0% | 0.00% | 0.0% | |
| IGIB | ISHARES TR | $4,000 | +33.3% | 58 | 0.0% | 0.00% | 0.0% | |
| XAR | SPDR SER TRaerospace def | $7,000 | 0.0% | 53 | 0.0% | 0.00% | 0.0% | |
| IDV | ISHARES TRintl sel div etf | $3,000 | 0.0% | 108 | 0.0% | 0.00% | 0.0% | |
| MDY | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $8,000 | 0.0% | 17 | 0.0% | 0.00% | -50.0% | |
| JNK | SPDR SER TRbloomberg brclys | $6,000 | 0.0% | 54 | 0.0% | 0.00% | 0.0% | |
| BIL | Buy | SPDR SER TRspdr bloomberg | $3,000 | +200.0% | 29 | +383.3% | 0.00% | – |
| TIP | New | ISHARES TRtips bd etf | $3,000 | – | 25 | +100.0% | 0.00% | – |
| IRDM | IRIDIUM COMMUNICATIONS INC | $6,000 | 0.0% | 155 | 0.0% | 0.00% | 0.0% | |
| IOVA | New | IOVANCE BIOTHERAPEUTICS INC | $5,000 | – | 200 | +100.0% | 0.00% | – |
| BAB | INVESCO EXCH TRADED FD TR IItaxable mun bd | $3,000 | 0.0% | 88 | 0.0% | 0.00% | 0.0% | |
| RDIV | INVESCO EXCH TRADED FD TR IIs&p ultra divide | $6,000 | 0.0% | 139 | 0.0% | 0.00% | 0.0% | |
| PIO | INVESCO EXCH TRADED FD TR IIglobal water | $4,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| PGX | Buy | INVESCO EXCH TRADED FD TR IIpfd etf | $7,000 | +16.7% | 470 | +24.3% | 0.00% | 0.0% |
| PDBC | INVESCO ACTIVLY MANGD ETC FDoptimum yield | $5,000 | +25.0% | 227 | 0.0% | 0.00% | 0.0% | |
| ICE | INTERCONTINENTAL EXCHANGE IN | $5,000 | 0.0% | 42 | 0.0% | 0.00% | 0.0% | |
| MNA | INDEXIQ ETF TRiq mrgr arb etf | $3,000 | 0.0% | 85 | 0.0% | 0.00% | 0.0% | |
| SCHV | Buy | SCHWAB STRATEGIC TRus lcap va etf | $8,000 | +33.3% | 123 | +39.8% | 0.00% | 0.0% |
| IFN | New | INDIA FD INC | $3,000 | – | 143 | +100.0% | 0.00% | – |
| IEX | IDEX CORP | $8,000 | 0.0% | 38 | 0.0% | 0.00% | -50.0% | |
| HUBS | Buy | HUBSPOT INC | $3,000 | +200.0% | 5 | +66.7% | 0.00% | – |
| HXL | HEXCEL CORP NEW | $6,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| HSY | HERSHEY CO | $5,000 | +25.0% | 26 | 0.0% | 0.00% | 0.0% | |
| HTGC | HERCULES CAPITAL INC | $3,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
| HEI | HEICO CORP NEW | $8,000 | +14.3% | 55 | 0.0% | 0.00% | 0.0% | |
| HOG | HARLEY DAVIDSON INC | $7,000 | +16.7% | 162 | 0.0% | 0.00% | 0.0% | |
| HSBC | HSBC HLDGS PLCspon adr new | $3,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| GEVO | GEVO INC | $7,000 | -30.0% | 1,000 | 0.0% | 0.00% | -50.0% | |
| XLU | SELECT SECTOR SPDR TRsbi int-utils | $6,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| FTNT | FORTINET INC | $3,000 | +50.0% | 11 | 0.0% | 0.00% | – | |
| FLT | FLEETCOR TECHNOLOGIES INC | $4,000 | 0.0% | 15 | 0.0% | 0.00% | 0.0% | |
| BLCN | New | SIREN ETF TRnsd nxgn eco etf | $3,000 | – | 60 | +100.0% | 0.00% | – |
| AOS | SMITH A O CORP | $8,000 | 0.0% | 113 | 0.0% | 0.00% | -50.0% | |
| SNOW | SNOWFLAKE INCcl a | $4,000 | +33.3% | 15 | 0.0% | 0.00% | 0.0% | |
| FIS | FIDELITY NATL INFORMATION SV | $4,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% | |
| SCM | STELLUS CAP INVT CORP | $4,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% | |
| EXAS | Buy | EXACT SCIENCES CORP | $4,000 | 0.0% | 36 | +5.9% | 0.00% | 0.0% |
| ETSY | Buy | ETSY INC | $4,000 | +100.0% | 18 | +80.0% | 0.00% | – |
| SYF | SYNCHRONY FINANCIAL | $5,000 | +25.0% | 98 | 0.0% | 0.00% | 0.0% | |
| TMUS | T-MOBILE US INC | $5,000 | +25.0% | 34 | 0.0% | 0.00% | 0.0% | |
| ETR | ENTERGY CORP NEW | $4,000 | 0.0% | 42 | 0.0% | 0.00% | 0.0% | |
| TGT | TARGET CORP | $3,000 | 0.0% | 14 | 0.0% | 0.00% | 0.0% | |
| TRP | TC ENERGY CORP | $8,000 | 0.0% | 167 | 0.0% | 0.00% | -50.0% | |
| EA | ELECTRONIC ARTS INC | $4,000 | +33.3% | 25 | 0.0% | 0.00% | 0.0% | |
| TEVA | TEVA PHARMACEUTICAL INDS LTDsponsored ads | $4,000 | 0.0% | 387 | 0.0% | 0.00% | 0.0% | |
| GOED | New | 1847 GOEDEKER INC | $3,000 | – | 801 | +100.0% | 0.00% | – |
| ECL | ECOLAB INC | $4,000 | 0.0% | 21 | 0.0% | 0.00% | 0.0% | |
| EPR | Sell | EPR PPTYS | $5,000 | -28.6% | 100 | -28.6% | 0.00% | 0.0% |
| TM | TOYOTA MOTOR CORP | $3,000 | 0.0% | 17 | 0.0% | 0.00% | 0.0% | |
| TNL | Buy | TRAVEL PLUS LEISURE CO | $3,000 | 0.0% | 50 | +2.0% | 0.00% | 0.0% |
| TWLO | Buy | TWILIO INCcl a | $6,000 | +50.0% | 14 | +16.7% | 0.00% | 0.0% |
| TWTR | Buy | TWITTER INC | $7,000 | +16.7% | 104 | +5.1% | 0.00% | 0.0% |
| DEO | DIAGEO PLCspon adr new | $5,000 | +25.0% | 25 | 0.0% | 0.00% | 0.0% | |
| DM | DESKTOP METAL INC | $5,000 | -28.6% | 440 | 0.0% | 0.00% | 0.0% | |
| DRI | DARDEN RESTAURANTS INC | $4,000 | 0.0% | 29 | 0.0% | 0.00% | 0.0% | |
| HYLB | Buy | DBX ETF TRxtrack usd high | $8,000 | +14.3% | 205 | +54.1% | 0.00% | 0.0% |
| UHS | UNIVERSAL HLTH SVCS INCcl b | $7,000 | 0.0% | 51 | 0.0% | 0.00% | 0.0% | |
| HUGSU | USHG ACQUISITION CORPunit 99/99/9999 | $5,000 | 0.0% | 495 | 0.0% | 0.00% | 0.0% | |
| VFC | V F CORP | $6,000 | +20.0% | 68 | 0.0% | 0.00% | 0.0% | |
| CUBE | CUBESMART | $4,000 | +33.3% | 82 | 0.0% | 0.00% | 0.0% | |
| CAPL | CROSSAMERICA PARTNERS LPut ltd ptn int | $8,000 | +14.3% | 400 | 0.0% | 0.00% | 0.0% | |
| CREE | Buy | CREE INC | $5,000 | +66.7% | 54 | +92.9% | 0.00% | 0.0% |
| CRSR | CORSAIR GAMING INC | $7,000 | 0.0% | 220 | 0.0% | 0.00% | 0.0% | |
| COMP | New | COMPASS INCcl a | $7,000 | – | 500 | +100.0% | 0.00% | – |
| CYH | COMMUNITY HEALTH SYS INC NEW | $8,000 | +14.3% | 500 | 0.0% | 0.00% | 0.0% | |
| COIN | New | COINBASE GLOBAL INC | $3,000 | – | 11 | +100.0% | 0.00% | – |
| VEA | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $5,000 | 0.0% | 92 | 0.0% | 0.00% | 0.0% | |
| CLVS | CLOVIS ONCOLOGY INC | $3,000 | -25.0% | 505 | 0.0% | 0.00% | 0.0% | |
| CLX | CLOROX CO DEL | $8,000 | 0.0% | 44 | 0.0% | 0.00% | -50.0% | |
| CBB | CINCINNATI BELL INC NEW | $5,000 | 0.0% | 320 | 0.0% | 0.00% | 0.0% | |
| VFH | New | VANGUARD WORLD FDSfinancials etf | $4,000 | – | 40 | +100.0% | 0.00% | – |
| CRL | CHARLES RIV LABS INTL INC | $3,000 | +50.0% | 7 | 0.0% | 0.00% | – | |
| CCL | CARNIVAL CORPunit 99/99/9999 | $5,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
| VCLT | VANGUARD SCOTTSDALE FDSlg-term cor bd | $4,000 | 0.0% | 37 | 0.0% | 0.00% | 0.0% | |
| CAH | CARDINAL HEALTH INC | $5,000 | -16.7% | 91 | 0.0% | 0.00% | 0.0% | |
| VXRT | VAXART INC | $4,000 | 0.0% | 600 | 0.0% | 0.00% | 0.0% | |
| CGC | CANOPY GROWTH CORP | $8,000 | -27.3% | 351 | 0.0% | 0.00% | -50.0% | |
| CM | CANADIAN IMP BK COMM | $8,000 | +14.3% | 73 | 0.0% | 0.00% | 0.0% | |
| TOKE | New | CAMBRIA ETF TRcannabis etf | $4,000 | – | 200 | +100.0% | 0.00% | – |
| ELY | CALLAWAY GOLF CO | $3,000 | 0.0% | 95 | 0.0% | 0.00% | 0.0% | |
| CDW | CDW CORP | $3,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% | |
| CBRE | CBRE GROUP INCcl a | $4,000 | +33.3% | 42 | 0.0% | 0.00% | 0.0% | |
| RA | New | BROOKFIELD REAL ASSETS INCOM | $7,000 | – | 316 | +100.0% | 0.00% | – |
| BHF | Buy | BRIGHTHOUSE FINL INC | $4,000 | +33.3% | 80 | +6.7% | 0.00% | 0.0% |
| VRSK | New | VERISK ANALYTICS INC | $6,000 | – | 34 | +100.0% | 0.00% | – |
| BSX | BOSTON SCIENTIFIC CORP | $3,000 | 0.0% | 73 | 0.0% | 0.00% | 0.0% | |
| BKT | New | BLACKROCK INCOME TR INC | $3,000 | – | 396 | +100.0% | 0.00% | – |
| BSGM | BIOSIG TECHNOLOGIES INC | $7,000 | -12.5% | 1,900 | 0.0% | 0.00% | -50.0% | |
| VOD | Buy | VODAFONE GROUP PLC NEWsponsored adr | $3,000 | +50.0% | 173 | +103.5% | 0.00% | – |
| BMRN | Buy | BIOMARIN PHARMACEUTICAL INC | $6,000 | +100.0% | 66 | +88.6% | 0.00% | 0.0% |
| BHP | BHP GROUP LTDsponsored ads | $5,000 | 0.0% | 72 | 0.0% | 0.00% | 0.0% | |
| BHC | BAUSCH HEALTH COS INC | $3,000 | 0.0% | 99 | 0.0% | 0.00% | 0.0% | |
| WSO | WATSCO INC | $3,000 | 0.0% | 11 | 0.0% | 0.00% | 0.0% | |
| WRI | WEINGARTEN RLTY INVSsh ben int | $7,000 | +16.7% | 225 | 0.0% | 0.00% | 0.0% | |
| GOLD | BARRICK GOLD CORP | $3,000 | 0.0% | 130 | 0.0% | 0.00% | 0.0% | |
| CAPE | Buy | BARCLAYS BANK PLCipath shilr cape | $7,000 | +16.7% | 330 | +900.0% | 0.00% | 0.0% |
| WEN | WENDYS CO | $3,000 | 0.0% | 146 | 0.0% | 0.00% | 0.0% | |
| SAN | BANCO SANTANDER S.A.adr | $4,000 | +33.3% | 927 | 0.0% | 0.00% | 0.0% | |
| WLK | WESTLAKE CHEM CORP | $3,000 | 0.0% | 34 | 0.0% | 0.00% | 0.0% | |
| ADSK | AUTODESK INC | $4,000 | 0.0% | 14 | 0.0% | 0.00% | 0.0% | |
| ACB | AURORA CANNABIS INC | $5,000 | -16.7% | 603 | 0.0% | 0.00% | 0.0% | |
| ARCC | ARES CAPITAL CORP | $3,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% | |
| APA | APA CORPORATION | $8,000 | +33.3% | 363 | 0.0% | 0.00% | 0.0% | |
| AM | ANTERO MIDSTREAM CORP | $6,000 | +20.0% | 563 | 0.0% | 0.00% | 0.0% | |
| WDAY | Buy | WORKDAY INCcl a | $8,000 | +100.0% | 34 | +88.9% | 0.00% | 0.0% |
| BUD | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $3,000 | 0.0% | 47 | 0.0% | 0.00% | 0.0% | |
| INT | WORLD FUEL SVCS CORP | $8,000 | -11.1% | 250 | 0.0% | 0.00% | -50.0% | |
| YYY | New | AMPLIFY ETF TR | $4,000 | – | 224 | +100.0% | 0.00% | – |
| BLOK | New | AMPLIFY ETF TRblockchain ldr | $3,000 | – | 64 | +100.0% | 0.00% | – |
| ZGNX | New | ZOGENIX INC | $3,000 | – | 200 | +100.0% | 0.00% | – |
| AEE | AMEREN CORP | $8,000 | 0.0% | 100 | 0.0% | 0.00% | -50.0% | |
| AQN | New | ALGONQUIN PWR UTILS CORP | $8,000 | – | 538 | +100.0% | 0.00% | – |
| BIP | Buy | BROOKFIELD INFRAST PARTNERSlp int unit | $3,000 | +50.0% | 55 | +83.3% | 0.00% | – |
| ALB | ALBEMARLE CORP | $5,000 | +25.0% | 28 | 0.0% | 0.00% | 0.0% | |
| JCI | JOHNSON CTLS INTL PLC | $5,000 | +25.0% | 74 | 0.0% | 0.00% | 0.0% | |
| LIN | LINDE PLC | $3,000 | 0.0% | 9 | 0.0% | 0.00% | 0.0% | |
| ACM | AECOM | $3,000 | 0.0% | 53 | 0.0% | 0.00% | 0.0% | |
| TPGY | New | TPG PACE BEN FIN CORP | $6,000 | – | 500 | +100.0% | 0.00% | – |
| ATGE | ADTALEM GLOBAL ED INC | $4,000 | 0.0% | 110 | 0.0% | 0.00% | 0.0% | |
| ADTX | ADITX THERAPEUTICS INC | $6,000 | 0.0% | 2,500 | 0.0% | 0.00% | 0.0% | |
| SIVR | ABERDEEN STD SILVER ETF TR | $4,000 | 0.0% | 173 | 0.0% | 0.00% | 0.0% | |
| RIG | New | TRANSOCEAN LTD | $5,000 | – | 1,100 | +100.0% | 0.00% | – |
| SPOT | SPOTIFY TECHNOLOGY S A | $4,000 | 0.0% | 16 | 0.0% | 0.00% | 0.0% | |
| OKE | ONEOK INC NEW | $6,000 | +20.0% | 100 | 0.0% | 0.00% | 0.0% | |
| OTIS | OTIS WORLDWIDE CORP | $3,000 | 0.0% | 41 | 0.0% | 0.00% | 0.0% | |
| NWL | New | NEWELL BRANDS INC | $5,000 | – | 200 | +100.0% | 0.00% | – |
| PANW | PALO ALTO NETWORKS INC | $4,000 | +33.3% | 10 | 0.0% | 0.00% | 0.0% | |
| GF | New | NEW GERMANY FD INC | $5,000 | – | 236 | +100.0% | 0.00% | – |
| NNN | NATIONAL RETAIL PROPERTIES I | $3,000 | +50.0% | 55 | 0.0% | 0.00% | – | |
| NDAQ | NASDAQ INC | $5,000 | +25.0% | 29 | 0.0% | 0.00% | 0.0% | |
| PBCT | PEOPLES UNITED FINANCIAL INC | $3,000 | 0.0% | 146 | 0.0% | 0.00% | 0.0% | |
| ENPH | Sell | ENPHASE ENERGY INC | $2,000 | 0.0% | 9 | -30.8% | 0.00% | – |
| NUE | NUCOR CORP | $2,000 | 0.0% | 24 | 0.0% | 0.00% | – | |
| EPAC | ENERPAC TOOL GROUP CORP | $0 | – | 4 | 0.0% | 0.00% | – | |
| MRVL | Exit | MARVELL TECHNOLOGY GROUP LTDord | $0 | – | -48 | -100.0% | 0.00% | – |
| RJA | SWEDISH EXPT CR CORProg agri etn22 | $0 | – | 46 | 0.0% | 0.00% | – | |
| SWCH | SWITCH INCcl a | $1,000 | 0.0% | 40 | 0.0% | 0.00% | – | |
| JPC | New | NUVEEN PFD & INCOME OPPORTUN | $2,000 | – | 215 | +100.0% | 0.00% | – |
| MSOS | ADVISORSHARES TRpure us cannabis | $0 | – | 1 | 0.0% | 0.00% | – | |
| WTRG | ESSENTIAL UTILS INC | $1,000 | 0.0% | 20 | 0.0% | 0.00% | – | |
| EPRT | ESSENTIAL PPTYS RLTY TR INC | $2,000 | +100.0% | 62 | 0.0% | 0.00% | – | |
| NVT | NVENT ELECTRIC PLC | $0 | – | 1 | 0.0% | 0.00% | – | |
| SCVXU | SCVX CORPunit 99/99/9999 | $2,000 | 0.0% | 193 | 0.0% | 0.00% | – | |
| TAK | TAKEDA PHARMACEUTICAL CO LTDsponsored ads | $1,000 | 0.0% | 60 | 0.0% | 0.00% | – | |
| BNED | BARNES & NOBLE ED INC | $0 | -100.0% | 63 | 0.0% | 0.00% | – | |
| EHC | ENCOMPASS HEALTH CORP | $1,000 | 0.0% | 13 | 0.0% | 0.00% | – | |
| PNR | PENTAIR PLC | $0 | – | 1 | 0.0% | 0.00% | – | |
| PDO | New | PIMCO DYNAMIC INCOME OPRNTS | $0 | – | 20 | +100.0% | 0.00% | – |
| AXON | AXON ENTERPRISE INC | $2,000 | 0.0% | 12 | 0.0% | 0.00% | – | |
| TTD | Buy | THE TRADE DESK INC | $1,000 | -50.0% | 9 | +200.0% | 0.00% | – |
| EIX | EDISON INTL | $2,000 | 0.0% | 27 | 0.0% | 0.00% | – | |
| SRVR | New | PACER FDS TRbnchmrk infra | $0 | – | 4 | +100.0% | 0.00% | – |
| TLRY | TILRAY INC | $0 | -100.0% | 27 | 0.0% | 0.00% | – | |
| TVTY | TIVITY HEALTH INC | $1,000 | – | 21 | 0.0% | 0.00% | – | |
| WPRT | WESTPORT FUEL SYSTEMS INC | $0 | – | 50 | 0.0% | 0.00% | – | |
| TTC | New | TORO CO | $1,000 | – | 9 | +100.0% | 0.00% | – |
| UFS | DOMTAR CORP | $1,000 | 0.0% | 16 | 0.0% | 0.00% | – | |
| DLTR | DOLLAR TREE INC | $1,000 | 0.0% | 8 | 0.0% | 0.00% | – | |
| CRWD | Exit | CROWDSTRIKE HLDGS INCcl a | $0 | – | -5 | -100.0% | 0.00% | – |
| DG | DOLLAR GEN CORP NEW | $2,000 | +100.0% | 7 | 0.0% | 0.00% | – | |
| DHC | DIVERSIFIED HEALTHCARE TR | $0 | – | 100 | 0.0% | 0.00% | – | |
| COOP | MR COOPER GROUP INC | $0 | – | 2 | 0.0% | 0.00% | – | |
| ARKX | New | ARK ETF TRark space expl | $0 | – | 15 | +100.0% | 0.00% | – |
| TYL | TYLER TECHNOLOGIES INC | $1,000 | 0.0% | 3 | 0.0% | 0.00% | – | |
| AOUT | Exit | AMERICAN OUTDOOR BRANDS INC | $0 | – | -1 | -100.0% | 0.00% | – |
| DISCA | Sell | DISCOVERY INC | $1,000 | -87.5% | 30 | -83.1% | 0.00% | -100.0% |
| DGLY | DIGITAL ALLY INC | $0 | – | 42 | 0.0% | 0.00% | – | |
| ARNC | ARCONIC CORPORATION | $2,000 | +100.0% | 50 | 0.0% | 0.00% | – | |
| APPH | APPHARVEST INC | $2,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
| UAA | UNDER ARMOUR INCcl a | $1,000 | 0.0% | 60 | 0.0% | 0.00% | – | |
| UA | UNDER ARMOUR INCcl c | $1,000 | 0.0% | 62 | 0.0% | 0.00% | – | |
| DECK | DECKERS OUTDOOR CORP | $2,000 | 0.0% | 5 | 0.0% | 0.00% | – | |
| AFL | AFLAC INC | $2,000 | 0.0% | 46 | 0.0% | 0.00% | – | |
| DXC | DXC TECHNOLOGY CO | $0 | – | 10 | 0.0% | 0.00% | – | |
| URI | UNITED RENTALS INC | $2,000 | 0.0% | 6 | 0.0% | 0.00% | – | |
| USFD | US FOODS HLDG CORP | $2,000 | 0.0% | 47 | 0.0% | 0.00% | – | |
| USO | UNITED STS OIL FD LPunits | $2,000 | 0.0% | 40 | 0.0% | 0.00% | – | |
| X | UNITED STATES STL CORP NEW | $0 | – | 12 | 0.0% | 0.00% | – | |
| NRG | NRG ENERGY INC | $2,000 | 0.0% | 61 | 0.0% | 0.00% | – | |
| AR | ANTERO RESOURCES CORP | $2,000 | +100.0% | 100 | 0.0% | 0.00% | – | |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $2,000 | 0.0% | 200 | 0.0% | 0.00% | – | |
| MICRO FOCUS INTL PLCspon adr new | $0 | – | 14 | 0.0% | 0.00% | – | ||
| MUX | MCEWEN MNG INC | $0 | – | 14 | 0.0% | 0.00% | – | |
| ACCO | ACCO BRANDS CORP | $1,000 | 0.0% | 94 | 0.0% | 0.00% | – | |
| PAGP | PLAINS GP HLDGS L Pltd partnr int a | $2,000 | 0.0% | 200 | 0.0% | 0.00% | – | |
| POLY | PLANTRONICS INC NEW | $1,000 | 0.0% | 15 | 0.0% | 0.00% | – | |
| CHKP | CHECK POINT SOFTWARE TECH LTord | $1,000 | 0.0% | 6 | 0.0% | 0.00% | – | |
| MAS | MASCO CORP | $1,000 | 0.0% | 20 | 0.0% | 0.00% | – | |
| AES | AES CORP | $1,000 | 0.0% | 55 | 0.0% | 0.00% | – | |
| POOL | POOL CORP | $2,000 | 0.0% | 5 | 0.0% | 0.00% | – | |
| APTS | PREFERRED APT CMNTYS INC | $2,000 | 0.0% | 200 | 0.0% | 0.00% | – | |
| VVV | VALVOLINE INC | $1,000 | 0.0% | 38 | 0.0% | 0.00% | – | |
| OPGN | OPGEN INC | $1,000 | 0.0% | 500 | 0.0% | 0.00% | – | |
| WWE | WORLD WRESTLING ENTMT INCcl a | $0 | – | 5 | 0.0% | 0.00% | – | |
| MNKD | MANNKIND CORP | $0 | – | 60 | 0.0% | 0.00% | – | |
| ANGL | New | VANECK VECTORS ETF TRfallen angel hg | $2,000 | – | 51 | +100.0% | 0.00% | – |
| ONLN | New | PROSHARES TRonline rtl etf | $1,000 | – | 7 | +100.0% | 0.00% | – |
| NTAP | NETAPP INC | $1,000 | 0.0% | 16 | 0.0% | 0.00% | – | |
| MP | MP MATERIALS CORP | $0 | – | 5 | 0.0% | 0.00% | – | |
| CXW | CORECIVIC INC | $0 | – | 46 | 0.0% | 0.00% | – | |
| RALS | PROSHARES TRrafi lg sht fd | $1,000 | 0.0% | 32 | 0.0% | 0.00% | – | |
| BUZZ | VANECK VECTORS ETF TRsocial sentiment | $1,000 | 0.0% | 41 | 0.0% | 0.00% | – | |
| CNDT | CONDUENT INC | $0 | – | 18 | 0.0% | 0.00% | – | |
| MTB | M & T BK CORP | $2,000 | -33.3% | 17 | 0.0% | 0.00% | -100.0% | |
| LITE | LUMENTUM HLDGS INC | $0 | – | 1 | 0.0% | 0.00% | – | |
| LRNZ | New | LISTED FD TR | $1,000 | – | 13 | +100.0% | 0.00% | – |
| YVR | LIQUID MEDIA GROUP LTD NEW | $0 | – | 6 | 0.0% | 0.00% | – | |
| CAG | CONAGRA BRANDS INC | $0 | – | 3 | 0.0% | 0.00% | – | |
| WYNN | WYNN RESORTS LTD | $0 | – | 3 | 0.0% | 0.00% | – | |
| QRVO | QORVO INC | $1,000 | 0.0% | 3 | 0.0% | 0.00% | – | |
| LE | LANDS END INC NEW | $0 | – | 1 | 0.0% | 0.00% | – | |
| RMR | RMR GROUP INCcl a | $0 | – | 1 | 0.0% | 0.00% | – | |
| RMBS | RAMBUS INC DEL | $1,000 | 0.0% | 50 | 0.0% | 0.00% | – | |
| RRC | RANGE RES CORP | $1,000 | 0.0% | 64 | 0.0% | 0.00% | – | |
| UTF | Buy | COHEN & STEERS INFRASTRUCTUR | $1,000 | 0.0% | 45 | +80.0% | 0.00% | – |
| OLLI | OLLIES BARGAIN OUTLET HLDGS | $1,000 | 0.0% | 11 | 0.0% | 0.00% | – | |
| RFI | COHEN & STEERS TOTAL RETURN | $2,000 | 0.0% | 110 | 0.0% | 0.00% | – | |
| XRX | XEROX HOLDINGS CORP | $1,000 | 0.0% | 22 | 0.0% | 0.00% | – | |
| RGA | REINSURANCE GRP OF AMERICA I | $2,000 | 0.0% | 15 | 0.0% | 0.00% | – | |
| REZI | RESIDEO TECHNOLOGIES INC | $1,000 | 0.0% | 20 | 0.0% | 0.00% | – | |
| COMT | ISHARES U S ETF TRgsci cmdty stgy | $1,000 | 0.0% | 33 | 0.0% | 0.00% | – | |
| XPEV | XPENG INCads | $2,000 | 0.0% | 52 | 0.0% | 0.00% | – | |
| RAD | RITE AID CORP | $1,000 | 0.0% | 40 | 0.0% | 0.00% | – | |
| CTXS | CITRIX SYS INC | $1,000 | -50.0% | 11 | 0.0% | 0.00% | – | |
| YELP | YELP INCcl a | $1,000 | 0.0% | 29 | 0.0% | 0.00% | – | |
| RCKY | ROCKY BRANDS INC | $1,000 | 0.0% | 20 | 0.0% | 0.00% | – | |
| GOVT | ISHARES TRus treas bd etf | $1,000 | 0.0% | 22 | 0.0% | 0.00% | – | |
| ROKU | Buy | ROKU INC | $2,000 | +100.0% | 5 | +66.7% | 0.00% | – |
| ROST | ROSS STORES INC | $1,000 | 0.0% | 11 | 0.0% | 0.00% | – | |
| XEC | CIMAREX ENERGY CO | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
| RDSA | ROYAL DUTCH SHELL PLCspons adr a | $0 | – | 10 | 0.0% | 0.00% | – | |
| VDE | VANGUARD WORLD FDSenergy etf | $0 | – | 3 | 0.0% | 0.00% | – | |
| AMRX | AMNEAL PHARMACEUTICALS INC | $2,000 | -33.3% | 422 | 0.0% | 0.00% | -100.0% | |
| CD | CHINDATA GROUP HLDGS LTDads | $1,000 | 0.0% | 55 | 0.0% | 0.00% | – | |
| CC | CHEMOURS CO | $0 | – | 6 | 0.0% | 0.00% | – | |
| CHTR | CHARTER COMMUNICATIONS INC Ncl a | $2,000 | 0.0% | 3 | 0.0% | 0.00% | – | |
| RWX | SPDR INDEX SHS FDSdj intl rl etf | $1,000 | 0.0% | 28 | 0.0% | 0.00% | – | |
| EBND | SPDR SER TRblombrg brc emrg | $0 | – | 14 | 0.0% | 0.00% | – | |
| SPYG | New | SPDR SER TRprtflo s&p500 gw | $1,000 | – | 10 | +100.0% | 0.00% | – |
| USIG | ISHARES TRusd inv grde etf | $1,000 | 0.0% | 17 | 0.0% | 0.00% | – | |
| FOLD | AMICUS THERAPEUTICS INC | $0 | – | 20 | 0.0% | 0.00% | – | |
| CNP | CENTERPOINT ENERGY INC | $0 | – | 4 | 0.0% | 0.00% | – | |
| IYE | New | ISHARES TRu.s. energy etf | $0 | – | 17 | +100.0% | 0.00% | – |
| IYF | New | ISHARES TRu.s. finls etf | $0 | – | 6 | +100.0% | 0.00% | – |
| IUSG | ISHARES TRcore s&p us gwt | $2,000 | +100.0% | 16 | 0.0% | 0.00% | – | |
| PRSP | Exit | PERSPECTA INC | $0 | – | -5 | -100.0% | 0.00% | – |
| IUSV | ISHARES TRcore s&p us vlu | $2,000 | 0.0% | 24 | 0.0% | 0.00% | – | |
| IEF | ISHARES TRbarclays 7 10 yr | $1,000 | 0.0% | 9 | 0.0% | 0.00% | – | |
| NAKD | Exit | NAKED BRAND GROUP LIMITED | $0 | – | -1,000 | -100.0% | 0.00% | – |
| LQD | New | ISHARES TRiboxx inv cp etf | $2,000 | – | 18 | +100.0% | 0.00% | – |
| COLD | AMERICOLD RLTY TR | $2,000 | 0.0% | 47 | 0.0% | 0.00% | – | |
| ACC | AMERICAN CAMPUS CMNTYS INC | $2,000 | 0.0% | 50 | 0.0% | 0.00% | – | |
| OXYWS | OCCIDENTAL PETE CORP*w exp 08/03/202 | $0 | – | 8 | 0.0% | 0.00% | – | |
| OXY | Sell | OCCIDENTAL PETE CORP | $2,000 | 0.0% | 55 | -31.2% | 0.00% | – |
| LULU | Exit | LULULEMON ATHLETICA INC | $0 | – | -6 | -100.0% | 0.00% | – |
| ADNT | ADIENT PLC | $0 | – | 3 | 0.0% | 0.00% | – | |
| ALTO | ALTO INGREDIENTS INC | $0 | – | 500 | 0.0% | 0.00% | – | |
| CLBS | CALADRIUS BIOSCIENCES INC | $0 | – | 40 | 0.0% | 0.00% | – | |
| CCNE | CNB FINL CORP PA | $2,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
| PID | INVESCO EXCHANGE TRADED FD Tintl divi achi | $1,000 | 0.0% | 73 | 0.0% | 0.00% | – | |
| VLT | INVESCO HIGH INCOME TR II | $1,000 | 0.0% | 61 | 0.0% | 0.00% | – | |
| CHRW | C H ROBINSON WORLDWIDE INC | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
| TAP | MOLSON COORS BEVERAGE COcl b | $2,000 | 0.0% | 45 | 0.0% | 0.00% | – | |
| ZM | Exit | ZOOM VIDEO COMMUNICATIONS INcl a | $0 | – | -5 | -100.0% | 0.00% | – |
| IDN | Sell | INTELLICHECK INC | $2,000 | -50.0% | 262 | -47.6% | 0.00% | -100.0% |
| NEO | NEOGENOMICS INC | $2,000 | 0.0% | 50 | 0.0% | 0.00% | – | |
| YCBD | CBDMD INC | $0 | – | 10 | 0.0% | 0.00% | – | |
| QAI | INDEXIQ ETF TRhedge mlti etf | $2,000 | 0.0% | 62 | 0.0% | 0.00% | – | |
| AA | ALCOA CORP | $0 | – | 12 | 0.0% | 0.00% | – | |
| OC | OWENS CORNING NEW | $1,000 | 0.0% | 14 | 0.0% | 0.00% | – | |
| HGEN | HUMANIGEN INC | $0 | – | 4 | 0.0% | 0.00% | – | |
| PCG | PG&E CORP | $0 | -100.0% | 46 | 0.0% | 0.00% | – | |
| HWM | HOWMET AEROSPACE INC | $1,000 | 0.0% | 37 | 0.0% | 0.00% | – | |
| HFC | HOLLYFRONTIER CORP | $2,000 | 0.0% | 65 | 0.0% | 0.00% | – | |
| HEXO | HEXO CORP | $1,000 | -50.0% | 250 | 0.0% | 0.00% | – | |
| AGEN | AGENUS INC | $0 | – | 3 | 0.0% | 0.00% | – | |
| VIAV | VIAVI SOLUTIONS INC | $0 | – | 8 | 0.0% | 0.00% | – | |
| BUI | BLACKROCK UTILS INFRASTRUCTU | $2,000 | 0.0% | 60 | 0.0% | 0.00% | – | |
| HP | HELMERICH & PAYNE INC | $1,000 | 0.0% | 40 | 0.0% | 0.00% | – | |
| DOCU | Exit | DOCUSIGN INC | $0 | – | -5 | -100.0% | 0.00% | – |
| G | GENPACT LIMITED | $2,000 | 0.0% | 42 | 0.0% | 0.00% | – | |
| CMS | Exit | CMS ENERGY CORP | $0 | – | -13 | -100.0% | 0.00% | – |
| SMG | SCOTTS MIRACLE-GRO COcl a | $2,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
| GWPH | Exit | GW PHARMACEUTICALS PLCads | $0 | – | -3 | -100.0% | 0.00% | – |
| HAL | HALLIBURTON CO | $2,000 | 0.0% | 83 | 0.0% | 0.00% | – | |
| SPCE | Sell | VIRGIN GALACTIC HOLDINGS INC | $0 | -100.0% | 10 | -65.5% | 0.00% | – |
| GPRO | GOPRO INCcl a | $0 | – | 20 | 0.0% | 0.00% | – | |
| GAIN | GLADSTONE INVT CORP | $2,000 | 0.0% | 150 | 0.0% | 0.00% | – | |
| XLE | New | SELECT SECTOR SPDR TRenergy | $1,000 | – | 20 | +100.0% | 0.00% | – |
| GLAD | GLADSTONE CAPITAL CORP | $2,000 | 0.0% | 200 | 0.0% | 0.00% | – | |
| GIL | New | GILDAN ACTIVEWEAR INC | $0 | – | 3 | +100.0% | 0.00% | – |
| AEG | AEGON N V | $0 | -100.0% | 112 | 0.0% | 0.00% | – | |
| GNUS | GENIUS BRANDS INTL INC | $0 | – | 1 | 0.0% | 0.00% | – | |
| GTX | New | GARRETT MOTION INC | $0 | – | 12 | +100.0% | 0.00% | – |
| FRPT | FRESHPET INC | $1,000 | 0.0% | 4 | 0.0% | 0.00% | – | |
| SCI | SERVICE CORP INTL | $1,000 | 0.0% | 23 | 0.0% | 0.00% | – | |
| VMW | VMWARE INC | $2,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
| FVE | FIVE STAR SENIOR LIVING INC | $0 | – | 6 | 0.0% | 0.00% | – | |
| WPC | WP CAREY INC | $1,000 | 0.0% | 18 | 0.0% | 0.00% | – | |
| FISV | FISERV INC | $0 | – | 2 | 0.0% | 0.00% | – | |
| SKYY | New | FIRST TR EXCHANGE TRADED FD | $1,000 | – | 13 | +100.0% | 0.00% | – |
| PJT | PJT PARTNERS INC | $2,000 | +100.0% | 22 | 0.0% | 0.00% | – | |
| SJM | SMUCKER J M CO | $0 | – | 2 | 0.0% | 0.00% | – | |
| FRC | FIRST REP BK SAN FRANCISCO C | $2,000 | 0.0% | 9 | 0.0% | 0.00% | – | |
| SWBI | Exit | SMITH & WESSON BRANDS INC | $0 | – | -7 | -100.0% | 0.00% | – |
| AG | FIRST MAJESTIC SILVER CORP | $2,000 | 0.0% | 113 | 0.0% | 0.00% | – | |
| FCF | FIRST COMWLTH FINL CORP PA | $0 | – | 11 | 0.0% | 0.00% | – | |
| SR | SPIRE INC | $2,000 | 0.0% | 30 | 0.0% | 0.00% | – | |
| THCX | SPINNAKER ETF SERIEScannabis etf | $0 | – | 2 | 0.0% | 0.00% | – | |
| BYND | BEYOND MEAT INC | $0 | – | 1 | 0.0% | 0.00% | – | |
| FUTY | New | FIDELITY COVINGTON TRUSTmsci utils index | $0 | – | 4 | +100.0% | 0.00% | – |
| FFIV | F5 NETWORKS INC | $1,000 | 0.0% | 6 | 0.0% | 0.00% | – | |
| SRT | STARTEK INC | $0 | – | 50 | 0.0% | 0.00% | – | |
| STT | STATE STR CORP | $0 | -100.0% | 6 | 0.0% | 0.00% | – | |
| FSS | FEDERAL SIGNAL CORP | $1,000 | 0.0% | 26 | 0.0% | 0.00% | – | |
| ASIX | ADVANSIX INC | $0 | – | 1 | 0.0% | 0.00% | – | |
| FDS | FACTSET RESH SYS INC | $2,000 | 0.0% | 6 | 0.0% | 0.00% | – | |
| COG | Exit | CABOT OIL & GAS CORP | $0 | – | -42 | -100.0% | 0.00% | – |
| SNDL | New | SUNDIAL GROWERS INC | $1,000 | – | 1,000 | +100.0% | 0.00% | – |
| SLGG | New | SUPER LEAGUE GAMING INC | $1,000 | – | 100 | +100.0% | 0.00% | – |
| UPWK | Exit | UPWORK INC | $0 | – | -100 | -100.0% | -0.00% | – |
| MTSC | Exit | MTS SYS CORP | $0 | – | -80 | -100.0% | -0.00% | – |
| HTBX | Exit | HEAT BIOLOGICS INC | $0 | – | -714 | -100.0% | -0.00% | – |
| GSLC | Exit | GOLDMAN SACHS ETF TRactivebeta us lg | $0 | – | -111 | -100.0% | -0.00% | – |
| IAU | Exit | GOLD TRishares | $0 | – | -1,345 | -100.0% | -0.00% | – |
| IBND | Exit | SPDR SER TRblombrg brc intl | $0 | – | -525 | -100.0% | -0.00% | – |
| STX | Exit | SEAGATE TECHNOLOGY PLC | $0 | – | -298 | -100.0% | -0.00% | – |
| UTG | Exit | REAVES UTIL INCOME FD | $0 | – | -1,000 | -100.0% | -0.01% | – |
| CAC | Exit | CAMDEN NATL CORP | $0 | – | -1,662 | -100.0% | -0.02% | – |
| OSK | Exit | OSHKOSH CORP | $0 | – | -1,588 | -100.0% | -0.04% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-08-02
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 36 | Q3 2023 | 7.7% |
| SCHWAB STRATEGIC TR | 36 | Q3 2023 | 7.7% |
| MICROSOFT CORP | 36 | Q3 2023 | 3.8% |
| SCHWAB STRATEGIC TR | 36 | Q3 2023 | 5.9% |
| SCHWAB STRATEGIC TR | 36 | Q3 2023 | 2.8% |
| SCHWAB STRATEGIC TR | 36 | Q3 2023 | 4.1% |
| SCHWAB STRATEGIC TR | 36 | Q3 2023 | 13.0% |
| MCDONALDS CORP | 36 | Q3 2023 | 2.7% |
| WELLS FARGO CO NEW | 36 | Q3 2023 | 2.9% |
| PEPSICO INC | 36 | Q3 2023 | 2.5% |
View VALLEY NATIONAL ADVISERS INC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-19 |
| 13F-HR | 2024-01-25 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-07-31 |
| 13F-HR | 2023-04-26 |
| 13F-HR | 2023-01-12 |
| 13F-HR | 2022-11-08 |
| 13F-HR | 2022-07-15 |
| 13F-HR | 2022-05-06 |
| 13F-HR | 2022-02-11 |
View VALLEY NATIONAL ADVISERS 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.