$612 Million is the total value of CREATIVE FINANCIAL DESIGNS INC /ADV's 1331 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 16.2% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| STIP | Buy | ISHARES 0-5 YEAR TIPS BOND ETFetf | $25,663,000 | +9963.9% | 267,021 | +10525.6% | 4.19% | +9878.6% |
| VTV | Buy | VANGUARD VALUE INDEX FUNDetf | $21,555,000 | -0.6% | 174,553 | +6.2% | 3.52% | -1.1% |
| SPSB | Buy | SPDR PORTFOLIO SHORT TERM CORP BD ETFetf | $21,230,000 | +147.0% | 726,541 | +151.3% | 3.47% | +145.7% |
| VCSH | Buy | VANGUARD SHORT TERM CORP BOND FD ETFetf | $16,508,000 | +16.1% | 222,242 | +19.2% | 2.70% | +15.6% |
| IUSV | Buy | ISHARES CORE S&P US VALUE ETFetf | $15,535,000 | +4.1% | 248,116 | +11.2% | 2.54% | +3.6% |
| IMCG | Buy | ISHARES MORNINGSTAR MID-CAP GROWTH ETFetf | $14,889,000 | +25.6% | 295,522 | +29.5% | 2.43% | +25.0% |
| AAPL | Buy | APPLE INC COMstock | $14,869,000 | +2.8% | 107,593 | +1.7% | 2.43% | +2.2% |
| VONG | Buy | VANGUARD RUSSELL 1000 GROWTH ETFetf | $14,656,000 | +4.2% | 270,344 | +8.2% | 2.39% | +3.7% |
| SLQD | Buy | ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFetf | $14,100,000 | +11.8% | 297,469 | +14.3% | 2.30% | +11.3% |
| UCON | Buy | FIRST TRUST TCW UNCONSTRAINED PLUS BOND ETFetf | $10,894,000 | -0.4% | 457,354 | +2.4% | 1.78% | -0.9% |
| SCHP | Sell | SCHWAB US TIPS ETFetf | $10,693,000 | -50.5% | 206,436 | -46.7% | 1.75% | -50.8% |
| EFG | Buy | ISHARES MSCI EAFE GROWTH ETFetf | $10,618,000 | -1.7% | 146,334 | +9.1% | 1.73% | -2.2% |
| BLES | Buy | INSPIRE GLOBAL HOPE ETFetf | $10,477,000 | -1.4% | 378,448 | +7.1% | 1.71% | -1.9% |
| FBND | Buy | FIDELITY TOTAL BOND ETFetf | $10,297,000 | -2.8% | 231,757 | +1.8% | 1.68% | -3.3% |
| AMZN | Buy | AMAZON COM INC COMstock | $10,017,000 | +36.7% | 88,644 | +28.5% | 1.64% | +36.0% |
| BIBL | Buy | INSPIRE 100 ETFetf | $9,671,000 | +1.2% | 348,636 | +6.3% | 1.58% | +0.7% |
| TDTF | Buy | FLEXSHARES IBOXX 5YR TARGET DUR TIPS ETFetf | $8,701,000 | -2.9% | 371,833 | +4.7% | 1.42% | -3.4% |
| TPHD | Buy | TIMOTHY PLAN HIGH DIVIDEND STOCK ETFetf | $8,518,000 | +0.1% | 303,843 | +5.7% | 1.39% | -0.5% |
| VOOG | Buy | VANGUARD S&P 500 GROWTH ETFetf | $7,915,000 | -2.5% | 37,951 | +1.8% | 1.29% | -3.0% |
| MGV | Buy | VANGUARD MEGA CAP VALUE ETFetf | $6,870,000 | -1.6% | 76,414 | +5.2% | 1.12% | -2.2% |
| ISMD | Buy | INSPIRE SMALL/MID CAP ETFetf | $5,832,000 | -1.7% | 212,993 | +2.5% | 0.95% | -2.3% |
| IWL | Sell | ISHARES RUSSELL TOP 200 ETFetf | $5,821,000 | -5.7% | 68,559 | -0.2% | 0.95% | -6.1% |
| VEA | Buy | VANGUARD FTSE DEVELOPED MARKETS ETFetf | $5,633,000 | -7.1% | 154,931 | +4.2% | 0.92% | -7.6% |
| PTBD | Buy | PACER TRENDPILOT US BOND ETFetf | $5,522,000 | -5.7% | 281,311 | +3.3% | 0.90% | -6.1% |
| LLY | Sell | LILLY ELI & CO COMstock | $5,417,000 | -1.7% | 16,752 | -1.4% | 0.88% | -2.2% |
| SCHF | Sell | SCHWAB INTERNATIONAL EQUITY ETFetf | $5,188,000 | -29.2% | 184,441 | -20.8% | 0.85% | -29.5% |
| VWO | Buy | VANGUARD FTSE EMERGING MARKETS ETFetf | $5,125,000 | -7.5% | 140,438 | +5.6% | 0.84% | -7.9% |
| VO | Buy | VANGUARD MID-CAP INDEX FUNDetf | $4,799,000 | +3.4% | 25,531 | +8.4% | 0.78% | +2.9% |
| IBD | Buy | INSPIRE CORPORATE BOND ETFetf | $4,636,000 | -0.8% | 204,843 | +2.6% | 0.76% | -1.3% |
| XLRE | Buy | REAL ESTATE SELECT SECTOR SPDR FUNDetf | $4,624,000 | -0.7% | 128,411 | +12.7% | 0.76% | -1.3% |
| SPLG | Sell | SPDR PORTFOLIO S&P 500 ETFetf | $4,590,000 | -7.9% | 109,305 | -2.8% | 0.75% | -8.3% |
| COWZ | Buy | PACER US CASH COWS 100 ETFetf | $4,224,000 | +2.0% | 102,983 | +7.1% | 0.69% | +1.5% |
| VTEB | Buy | VANGUARD TAX-EXEMPT BOND ETFetf | $4,115,000 | +39.5% | 85,470 | +44.7% | 0.67% | +38.8% |
| CAT | Buy | CATERPILLAR INC COMstock | $4,114,000 | -7.6% | 25,071 | +0.7% | 0.67% | -8.1% |
| QQQ | Buy | INVESCO QQQ TRUSTetf | $3,985,000 | +0.5% | 14,910 | +5.4% | 0.65% | 0.0% |
| ESGU | Sell | ISHARES ESG AWARE MSCI USA ETFetf | $3,834,000 | -13.7% | 48,277 | -8.8% | 0.63% | -14.1% |
| VUG | Buy | VANGUARD GROWTH ETFetf | $3,693,000 | +1.7% | 17,260 | +5.9% | 0.60% | +1.2% |
| GOVT | Buy | ISHARES US TREASURY BOND ETFetf | $3,656,000 | +3.3% | 160,633 | +8.4% | 0.60% | +2.8% |
| GNMA | Buy | ISHARES GNMA BOND FUNDetf | $3,524,000 | -3.3% | 81,935 | +2.4% | 0.58% | -3.7% |
| JMBS | Buy | JANUS HENDERSON MORTGAGE-BACKED SECURITIES ETFetf | $3,373,000 | -0.2% | 74,907 | +6.3% | 0.55% | -0.7% |
| PTNQ | Sell | PACER TRENDPILOT 100etf | $3,330,000 | -7.6% | 67,650 | -5.7% | 0.54% | -8.1% |
| ISCG | Buy | ISHARES MORNINGSTAR SMALL-CAP GROWTH ETFetf | $3,099,000 | +3.0% | 89,415 | +5.0% | 0.51% | +2.4% |
| SIMS | Buy | SPDR S&P KENSHO INTELLIGENT STRUCTURES ETFetf | $3,048,000 | +4.2% | 94,709 | +3.7% | 0.50% | +3.8% |
| VOO | Buy | VANGUARD S&P 500 ETFetf | $2,880,000 | +1.2% | 8,770 | +6.9% | 0.47% | +0.6% |
| SPY | Buy | SPDR S&P 500 ETFetf | $2,760,000 | -2.1% | 7,727 | +3.5% | 0.45% | -2.6% |
| VGT | Buy | VANGUARD INFORMATION TECHNOLOGY ETFetf | $2,644,000 | +3.0% | 8,601 | +9.4% | 0.43% | +2.4% |
| IJH | Buy | ISHARES CORE S&P MID CAP ETFetf | $2,592,000 | +7.5% | 11,821 | +10.9% | 0.42% | +6.8% |
| MGK | Sell | VANGUARD MEGA CAP GROWTH ETFetf | $2,582,000 | -4.1% | 14,814 | -0.0% | 0.42% | -4.5% |
| XLE | Sell | ENERGY SELECT SECTOR SPDR FUNDetf | $2,577,000 | -2.2% | 35,777 | -2.9% | 0.42% | -2.8% |
| SHYG | Buy | ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETFetf | $2,565,000 | +58.7% | 64,229 | +61.2% | 0.42% | +58.1% |
| BAC | Buy | BK OF AMERICA CORP COMstock | $2,561,000 | +18.1% | 84,798 | +21.8% | 0.42% | +17.4% |
| VAW | Buy | VANGUARD MATERIALS ETFetf | $2,547,000 | +8.7% | 17,162 | +17.3% | 0.42% | +8.1% |
| IEFA | Buy | ISHARES CORE MSCI EAFE ETFetf | $2,543,000 | -1.4% | 48,276 | +10.2% | 0.42% | -1.9% |
| IJR | Buy | ISHARES CORE S&P SMALL-CAP ETFetf | $2,533,000 | +27.7% | 29,050 | +35.3% | 0.41% | +27.0% |
| VYM | Buy | VANGUARD HIGH DIVIDEND YIELDetf | $2,522,000 | -5.3% | 26,584 | +1.5% | 0.41% | -5.7% |
| SCHZ | Sell | SCHWAB US AGGREGATE BOND ETFetf | $2,519,000 | -13.6% | 55,592 | -8.7% | 0.41% | -14.2% |
| MSFT | Buy | MICROSOFT CORP COMstock | $2,464,000 | -4.5% | 10,580 | +5.4% | 0.40% | -5.0% |
| FVD | Buy | FIRST TRUST VALUE LINE DIVIDEND FUNDetf | $2,458,000 | -7.3% | 68,689 | +0.5% | 0.40% | -7.8% |
| EMQQ | Buy | EMQQ THE EMERGING MARKETS INTERNET AND ECOMMERCE ETFetf | $2,407,000 | -7.8% | 90,337 | +11.9% | 0.39% | -8.4% |
| ALTL | Sell | PACER LUNT LARGE CAP ALTERNATOR ETFetf | $2,309,000 | -15.7% | 64,460 | -3.7% | 0.38% | -16.2% |
| FDIS | Sell | FIDELITY MSCI CONSUMER DISCRET ETFetf | $2,295,000 | +2.0% | 37,712 | -1.3% | 0.38% | +1.6% |
| FVC | Buy | FIRST TRUST DORSEY WRIGHT DYNAMIC FOCUS 5 ETFetf | $2,207,000 | -0.8% | 66,016 | +0.6% | 0.36% | -1.4% |
| HYDB | Buy | ISHARES HIGH YIELD BOND FACTOR ETFetf | $2,140,000 | +5.4% | 50,246 | +7.6% | 0.35% | +4.8% |
| RDVY | Buy | FIRST TRUST RISING DIVIDEND ACHIEV ETFetf | $2,080,000 | -2.6% | 53,505 | +2.5% | 0.34% | -2.9% |
| GOOGL | Buy | ALPHABET INC CAP STK CL Astock | $2,008,000 | -11.8% | 20,994 | +1909.0% | 0.33% | -12.3% |
| IHI | Buy | ISHARES U.S. MEDICAL DEVICES ETFetf | $1,938,000 | -5.0% | 41,077 | +1.5% | 0.32% | -5.7% |
| SPEM | Sell | SPDR PORTFOLIO EMERGING MARKETS ETFetf | $1,919,000 | -18.8% | 61,834 | -9.0% | 0.31% | -19.3% |
| HON | Buy | HONEYWELL INTL INC COMstock | $1,840,000 | +72.1% | 11,021 | +79.2% | 0.30% | +71.4% |
| FV | Buy | FIRST TRUST DORSEY WRIGHT FOCUS 5 ETFetf | $1,821,000 | +3.3% | 44,378 | +4.3% | 0.30% | +2.8% |
| VBK | Buy | VANGUARD SMALL CAP GROWTH ETFetf | $1,813,000 | +7.1% | 9,292 | +8.1% | 0.30% | +6.5% |
| IUSB | Sell | ISHARES CORE TOTAL USD BOND MARKET ETFetf | $1,804,000 | -8.3% | 40,534 | -3.6% | 0.30% | -8.7% |
| VCIT | Buy | VANGUARD INTERM-TERM CORP BD ETFetf | $1,802,000 | +3.6% | 23,806 | +9.5% | 0.29% | +2.8% |
| FSK | Sell | FS KKR CAP CORP COMcef | $1,761,000 | -12.8% | 103,909 | -0.1% | 0.29% | -13.3% |
| EMR | Buy | EMERSON ELEC CO COMstock | $1,732,000 | +1.8% | 23,652 | +10.5% | 0.28% | +1.4% |
| VBR | Buy | VANGUARD SMALL-CAP VALUE ETFetf | $1,726,000 | -1.5% | 12,038 | +2.9% | 0.28% | -2.1% |
| USB | Buy | US BANCORP DEL COM NEWstock | $1,664,000 | +24.9% | 41,270 | +42.6% | 0.27% | +24.2% |
| XMMO | Sell | INVESCO S&P MIDCAP MOMENTUM ETFetf | $1,655,000 | -27.2% | 23,718 | -25.7% | 0.27% | -27.6% |
| TSLA | Buy | TESLA INC COMstock | $1,635,000 | +18.2% | 6,164 | +200.2% | 0.27% | +17.6% |
| FTCS | Sell | FIRST TRUST CAPITAL STRENGTH ETFetf | $1,622,000 | -6.0% | 24,426 | -1.0% | 0.26% | -6.4% |
| PINS | Buy | PINTEREST INC CL Astock | $1,613,000 | +32.6% | 69,210 | +3.3% | 0.26% | +31.5% |
| DGRO | Buy | ISHARES CORE DIVIDEND GROWTH ETFetf | $1,566,000 | -4.9% | 35,224 | +1.9% | 0.26% | -5.2% |
| XAR | Sell | SPDR S&P AEROSPACE & DEFENSE ETFetf | $1,489,000 | -11.8% | 16,246 | -3.2% | 0.24% | -12.3% |
| EFV | Sell | ISHARES MSCI EAFE VALUE INDEX ETFetf | $1,421,000 | -20.3% | 36,888 | -10.1% | 0.23% | -20.8% |
| SUB | Buy | ISHARES SHORT-TERM NATIONAL MUNI BD ETFetf | $1,420,000 | +15.8% | 13,830 | +18.1% | 0.23% | +15.4% |
| VSS | Buy | VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUNDetf | $1,413,000 | +2.3% | 15,228 | +13.8% | 0.23% | +1.8% |
| VWOB | Buy | VANGUARD EMERGING MKTS GOVT BD ETFetf | $1,398,000 | -5.7% | 24,325 | +0.6% | 0.23% | -6.2% |
| VB | Buy | VANGUARD SMALL-CAP ETFetf | $1,387,000 | +16.5% | 8,113 | +20.0% | 0.23% | +15.8% |
| HPK | New | HIGHPEAK ENERGY INC COMstock | $1,355,000 | – | 62,552 | +100.0% | 0.22% | – |
| EEM | Buy | ISHARES MSCI EMERGING MARKETS ETFetf | $1,341,000 | -7.8% | 38,446 | +6.1% | 0.22% | -8.4% |
| EMB | Buy | ISHARES JP MORGAN USD EM MKTS BD ETFetf | $1,319,000 | +8.6% | 16,607 | +16.7% | 0.22% | +8.0% |
| SO | Buy | SOUTHERN CO COMstock | $1,313,000 | -3.8% | 19,302 | +0.8% | 0.21% | -4.5% |
| ALTO | Buy | ALTO INGREDIENTS INC COMstock | $1,284,000 | +4.2% | 352,819 | +6.2% | 0.21% | +4.0% |
| SPYV | Buy | SPDR PORTFOLIO S&P 500 VALUE ETFetf | $1,283,000 | -0.1% | 37,199 | +6.7% | 0.21% | -0.5% |
| K | Sell | KELLOGG CO COMstock | $1,261,000 | -28.0% | 18,096 | -26.3% | 0.21% | -28.5% |
| GD | Sell | GENERAL DYNAMICS CORP COMstock | $1,249,000 | -7.4% | 5,889 | -3.4% | 0.20% | -7.7% |
| SRVR | Sell | PACER BENCHMARK DATA & INFRASTRUCTURE REAL ESTATE SCTR ETFetf | $1,235,000 | -17.4% | 43,153 | -0.7% | 0.20% | -17.9% |
| VIG | Buy | VANGUARD DIVIDEND APPRECIATION ETFetf | $1,238,000 | -3.7% | 9,159 | +2.2% | 0.20% | -4.3% |
| IVV | Sell | ISHARES CORE S&P 500 ETFetf | $1,225,000 | -8.9% | 3,417 | -3.7% | 0.20% | -9.5% |
| PTLC | Sell | PACER TRENDPILOT US LARGE CAP ETFetf | $1,224,000 | -3.4% | 32,505 | -3.6% | 0.20% | -3.8% |
| MDT | Buy | MEDTRONIC PLC SHSstock | $1,218,000 | +4.1% | 15,085 | +15.7% | 0.20% | +3.6% |
| SCHG | Buy | SCHWAB U.S. LARGE-CAP GROWTH ETFetf | $1,204,000 | -1.3% | 21,570 | +2.6% | 0.20% | -1.5% |
| INTC | Buy | INTEL CORP COMstock | $1,201,000 | -20.8% | 46,609 | +15.0% | 0.20% | -21.3% |
| AMGN | Buy | AMGEN INC COMstock | $1,173,000 | +5.0% | 5,202 | +13.3% | 0.19% | +4.9% |
| DUK | Buy | DUKE ENERGY CORP NEW COM NEWstock | $1,171,000 | -2.0% | 12,590 | +12.9% | 0.19% | -2.6% |
| C | Sell | CITIGROUP INC COM NEWstock | $1,153,000 | -18.1% | 27,658 | -9.6% | 0.19% | -18.6% |
| RY | Buy | ROYAL BK CDA COMstock | $1,146,000 | +7.9% | 12,731 | +16.0% | 0.19% | +7.5% |
| IQLT | New | ISHARES MSCI INTL QUALITY FACTOR ETFetf | $1,133,000 | – | 40,793 | +100.0% | 0.18% | – |
| SOXX | Buy | ISHARES SEMICONDUCTOR FUNDetf | $1,128,000 | -8.8% | 3,540 | +0.0% | 0.18% | -9.4% |
| BNDX | Buy | VANGUARD TOTAL INTERNATIONAL BOND ETFetf | $1,126,000 | +19.4% | 23,586 | +23.9% | 0.18% | +18.7% |
| FYT | Buy | FIRST TRUST SMALL CAP VAL ALPHADEX ETFetf | $1,093,000 | -4.5% | 26,985 | +3.9% | 0.18% | -5.3% |
| CB | Buy | CHUBB LIMITED COMstock | $1,086,000 | +5.3% | 5,970 | +13.9% | 0.18% | +4.7% |
| MBB | Sell | ISHARES MBS ETFetf | $1,085,000 | -14.6% | 11,843 | -9.2% | 0.18% | -15.3% |
| BP | Buy | BP PLC SPONSORED ADRadr | $1,078,000 | +1485.3% | 37,775 | +1485.2% | 0.18% | +1500.0% |
| VTIP | Buy | VANGUARD SHORT TERM INFL-PROTECTEDetf | $1,066,000 | +1.4% | 22,147 | +5.6% | 0.17% | +0.6% |
| NEE | Buy | NEXTERA ENERGY INC COMstock | $1,041,000 | +12.1% | 13,272 | +10.7% | 0.17% | +11.1% |
| VPU | Sell | VANGUARD UTILITIES ETFetf | $1,039,000 | -30.3% | 7,304 | -25.4% | 0.17% | -30.6% |
| O | Sell | REALTY INCOME CORP COMreit | $1,022,000 | -21.3% | 17,563 | -7.6% | 0.17% | -21.6% |
| GIS | Buy | GENERAL MLS INC COMstock | $1,007,000 | +14.2% | 13,151 | +12.5% | 0.16% | +13.1% |
| XLF | Buy | FINANCIAL SELECT SECTOR SPDR ETFetf | $1,003,000 | +12.1% | 33,024 | +16.0% | 0.16% | +11.6% |
| FXH | Buy | FIRST TRUST HEALTH CARE ALPHADEX ETFetf | $994,000 | -2.8% | 10,227 | +3.1% | 0.16% | -3.6% |
| NXTG | Buy | FIRST TRUST INDXX NEXTG ETFetf | $984,000 | -8.8% | 17,677 | +5.6% | 0.16% | -9.0% |
| LGLV | Buy | SPDR SSGA US LARGE CAP LOW VOLATILITY INDEX ETFetf | $980,000 | -4.8% | 7,946 | +1.2% | 0.16% | -5.3% |
| SKYY | Sell | FIRST TRUST CLOUD COMPUTING ETFetf | $966,000 | -8.8% | 15,987 | -0.5% | 0.16% | -9.2% |
| SJM | Buy | SMUCKER J M CO COM NEWstock | $951,000 | +22.2% | 6,919 | +13.9% | 0.16% | +21.1% |
| IYK | Buy | ISHARES US CONSUMER STAPLES ETFetf | $946,000 | -7.4% | 5,260 | +0.3% | 0.15% | -8.3% |
| CGW | Buy | INVESCO S&P GLOBAL WATER INDEX ETFetf | $941,000 | +1.4% | 22,916 | +9.0% | 0.15% | +1.3% |
| FXL | Buy | FIRST TRUST TECHNOLOGY ALPHADEX ETFetf | $928,000 | -4.8% | 10,708 | +3.3% | 0.15% | -5.0% |
| GOOG | Buy | ALPHABET INC CAP STK CL Cstock | $927,000 | -10.0% | 9,640 | +1946.7% | 0.15% | -10.7% |
| UBER | Buy | UBER TECHNOLOGIES INC COMstock | $924,000 | +33.9% | 34,884 | +3.4% | 0.15% | +33.6% |
| APD | Buy | AIR PRODS & CHEMS INC COMstock | $885,000 | +11.7% | 3,802 | +15.5% | 0.14% | +11.5% |
| FALN | Sell | ISHARES FALLEN ANGELS USD BOND ETFetf | $881,000 | -40.9% | 36,850 | -39.2% | 0.14% | -41.2% |
| FPE | Buy | FIRST TRUST PREFERRED SEC & INC ETFetf | $881,000 | +2.9% | 52,783 | +6.3% | 0.14% | +2.1% |
| KRE | Buy | SPDR S&P REGIONAL BANKING ETFetf | $875,000 | +5.7% | 14,861 | +4.3% | 0.14% | +5.1% |
| CHKP | Sell | CHECK POINT SOFTWARE TECH LTD ORDstock | $855,000 | -11.0% | 7,630 | -3.3% | 0.14% | -11.4% |
| MTUM | Sell | ISHARES MSCI USA MOMENTUM FACTOR ETFetf | $852,000 | -10.5% | 6,494 | -7.0% | 0.14% | -10.9% |
| PG | Buy | PROCTER AND GAMBLE CO COMstock | $847,000 | -8.5% | 6,709 | +4.2% | 0.14% | -9.2% |
| GRMN | Buy | GARMIN LTD SHSstock | $841,000 | +0.1% | 10,473 | +22.5% | 0.14% | -0.7% |
| JPM | Buy | JPMORGAN CHASE & CO COMstock | $832,000 | +26.1% | 7,962 | +35.8% | 0.14% | +25.9% |
| XLK | Buy | TECHNOLOGY SELECT SECTOR SPDR ETFetf | $806,000 | +1.8% | 6,785 | +8.9% | 0.13% | +1.5% |
| XOM | Buy | EXXON MOBIL CORP COMstock | $797,000 | +6.0% | 9,123 | +3.9% | 0.13% | +5.7% |
| UNP | Buy | UNION PAC CORP COMstock | $790,000 | +10.8% | 4,053 | +21.3% | 0.13% | +10.3% |
| LKQ | Sell | LKQ CORP COMstock | $790,000 | -12.3% | 16,749 | -8.7% | 0.13% | -12.8% |
| LOW | Buy | LOWES COS INC COMstock | $767,000 | +10.4% | 4,086 | +2.7% | 0.12% | +9.6% |
| USMV | Buy | ISHARES MSCI USA MIN VOL FACTOR ETFetf | $752,000 | +3.4% | 11,380 | +9.9% | 0.12% | +3.4% |
| VZ | Sell | VERIZON COMMUNICATIONS INC COMstock | $746,000 | -27.0% | 19,649 | -2.4% | 0.12% | -27.4% |
| FDN | Sell | FIRST TRUST DOW JONES INTERNET ETFetf | $742,000 | -0.7% | 5,875 | -0.1% | 0.12% | -1.6% |
| IFF | Buy | INTERNATIONAL FLAVORS&FRAGRANC COMstock | $710,000 | -8.0% | 7,819 | +20.7% | 0.12% | -8.7% |
| MRK | Buy | MERCK & CO INC COMstock | $707,000 | +18.2% | 8,207 | +25.0% | 0.12% | +17.3% |
| FTSL | Buy | FIRST TRUST SENIOR LOAN FUNDetf | $696,000 | +4.7% | 15,793 | +4.8% | 0.11% | +4.6% |
| EELV | Buy | INVESCO S&P EMERGING MARKETS LOW VOLATILITY ETFetf | $694,000 | +57.4% | 33,043 | +74.3% | 0.11% | +56.9% |
| CVX | Buy | CHEVRON CORP NEW COMstock | $690,000 | +6.3% | 4,805 | +7.2% | 0.11% | +5.6% |
| SCHD | Buy | SCHWAB US DIVIDEND EQUITY ETFetf | $678,000 | +758.2% | 10,206 | +827.8% | 0.11% | +753.8% |
| NVDA | Sell | NVIDIA CORPORATION COMstock | $681,000 | -26.3% | 5,613 | -7.9% | 0.11% | -27.0% |
| CRM | Buy | SALESFORCE INC COMstock | $672,000 | -3.3% | 4,674 | +11.0% | 0.11% | -3.5% |
| SCHV | Buy | SCHWAB U.S. LARGE-CAP VALUE ETFetf | $673,000 | +0.1% | 11,503 | +6.9% | 0.11% | 0.0% |
| ABBV | Sell | ABBVIE INC COMstock | $656,000 | -18.3% | 4,890 | -6.7% | 0.11% | -18.9% |
| EUSB | Sell | ISHARES ESG ADVANCED TOTAL USD BOND MARKET ETFetf | $656,000 | -22.8% | 15,680 | -18.8% | 0.11% | -23.6% |
| ICVT | Buy | ISHARES CONVERTIBLE BOND ETFetf | $648,000 | +19.8% | 9,411 | +20.7% | 0.11% | +19.1% |
| TIP | Buy | ISHARES TIPS BOND ETFetf | $643,000 | +32.0% | 6,130 | +43.3% | 0.10% | +31.2% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DEL CL B NEWstock | $638,000 | +6.3% | 2,388 | +8.6% | 0.10% | +6.1% |
| FB | Sell | META PLATFORMS INC CL Astock | $632,000 | -30.4% | 4,657 | -17.3% | 0.10% | -30.9% |
| COST | Buy | COSTCO WHSL CORP NEW COMstock | $626,000 | +33.5% | 1,326 | +35.6% | 0.10% | +32.5% |
| JNJ | Buy | JOHNSON & JOHNSON COMstock | $618,000 | -1.6% | 3,783 | +7.0% | 0.10% | -1.9% |
| GPC | Buy | GENUINE PARTS CO COMstock | $606,000 | +13.5% | 4,059 | +1.2% | 0.10% | +12.5% |
| VHT | Buy | VANGUARD HEALTH CARE INDEX FUNDetf | $600,000 | -2.4% | 2,683 | +2.7% | 0.10% | -3.0% |
| AFL | Buy | AFLAC INC COMstock | $602,000 | +1.7% | 10,710 | +0.1% | 0.10% | +1.0% |
| CRF | Buy | CORNERSTONE TOTAL RETURN FD IN COMcef | $603,000 | +9.8% | 74,262 | +12.6% | 0.10% | +8.9% |
| Buy | AAM BAHL & GAYNOR SMALL/MID CAP INCOME GROWTH ETFetf | $595,000 | -1.8% | 28,532 | +3.0% | 0.10% | -2.0% | |
| HEFA | Buy | ISHARES CURRENCY HEDGED MSCI EAFE ETFetf | $587,000 | +2.3% | 19,653 | +8.9% | 0.10% | +2.1% |
| FTGC | Buy | FIRST TRUST GLOBAL TACT CMDTY STRAT ETFetf | $588,000 | -0.8% | 23,195 | +4.6% | 0.10% | -1.0% |
| LHX | Buy | L3HARRIS TECHNOLOGIES INC COMstock | $584,000 | -13.4% | 2,809 | +0.8% | 0.10% | -14.4% |
| CLM | Buy | CORNERSTONE STRATEGIC VALUE FD COMcef | $567,000 | +11.6% | 66,190 | +11.8% | 0.09% | +12.0% |
| IJS | Sell | ISHARES S&P SMALL-CAP 600 VALUE ETFetf | $566,000 | -29.2% | 6,859 | -23.6% | 0.09% | -29.8% |
| SPDW | Buy | SPDR S&P WORLD EX-USetf | $563,000 | -2.6% | 21,825 | +8.9% | 0.09% | -3.2% |
| HEGD | Sell | SWAN HEDGED EQUITY US LARGE CAP ETFetf | $537,000 | -4.6% | 31,901 | -3.4% | 0.09% | -4.3% |
| KO | Sell | COCA COLA CO COMstock | $527,000 | -15.1% | 9,406 | -4.7% | 0.09% | -15.7% |
| VGSH | Buy | VANGUARD SHORT-TERM TREASURY ETFetf | $506,000 | +52.0% | 8,762 | +55.0% | 0.08% | +50.9% |
| SCHR | Buy | SCHWAB INTERMEDIATE-TERM US TREASURY ETFetf | $508,000 | +0.8% | 10,347 | +5.9% | 0.08% | 0.0% |
| UNH | Buy | UNITEDHEALTH GROUP INC COMstock | $487,000 | -1.2% | 964 | +0.4% | 0.08% | -1.2% |
| CTSH | Sell | COGNIZANT TECHNOLOGY SOLUTIONS CL Astock | $490,000 | -19.8% | 8,525 | -5.9% | 0.08% | -20.0% |
| FTSM | Buy | FIRST TRUST ENHANCED SHORT MATURITY ETFetf | $489,000 | +4.3% | 8,245 | +4.4% | 0.08% | +3.9% |
| IVW | Buy | ISHARES S&P 500 GROWTH ETFetf | $487,000 | -4.1% | 8,426 | +0.1% | 0.08% | -3.6% |
| PH | Buy | PARKER-HANNIFIN CORP COMstock | $477,000 | +1.3% | 1,967 | +2.7% | 0.08% | +1.3% |
| IJJ | Buy | ISHARES S&P MID-CAP 400 VALUE ETFetf | $473,000 | -2.7% | 5,256 | +2.1% | 0.08% | -3.8% |
| VDC | Buy | VANGUARD CONSUMER STAPLES ETFetf | $461,000 | +56.3% | 2,686 | +69.0% | 0.08% | +56.2% |
| AWR | Buy | AMER STATES WTR CO COMstock | $457,000 | -0.2% | 5,858 | +4.3% | 0.08% | 0.0% |
| MDLZ | Buy | MONDELEZ INTL INC CL Astock | $455,000 | +74.3% | 8,297 | +97.7% | 0.07% | +72.1% |
| MO | Buy | ALTRIA GROUP INC COMstock | $451,000 | +42.3% | 11,173 | +47.4% | 0.07% | +42.3% |
| PM | Buy | PHILIP MORRIS INTL INC COMstock | $452,000 | +101.8% | 5,439 | +140.1% | 0.07% | +100.0% |
| SYY | Buy | SYSCO CORP COMstock | $452,000 | -14.2% | 6,399 | +2.9% | 0.07% | -14.9% |
| CINF | Buy | CINCINNATI FINL CORP COMstock | $445,000 | -22.1% | 4,963 | +3.4% | 0.07% | -22.3% |
| TTAC | Sell | FCF US QUALITY ETFetf | $446,000 | -4.9% | 10,279 | -0.8% | 0.07% | -5.2% |
| NUE | Buy | NUCOR CORP COMstock | $448,000 | +8.0% | 4,184 | +5.2% | 0.07% | +7.4% |
| NDSN | Buy | NORDSON CORP COMstock | $445,000 | +6.7% | 2,094 | +1.7% | 0.07% | +7.4% |
| INDS | Sell | PACER BENCHMARK INDUSTRIAL REAL ESTATE SCTR ETFetf | $442,000 | -15.8% | 12,519 | -2.7% | 0.07% | -16.3% |
| SCHJ | Sell | SCHWAB 1-5 YEAR CORPORATE BOND ETFetf | $434,000 | -6.3% | 9,367 | -3.9% | 0.07% | -6.6% |
| DOV | Buy | DOVER CORP COMstock | $437,000 | -0.7% | 3,751 | +3.4% | 0.07% | -1.4% |
| PMAY | Buy | INNOVATOR U.S. EQUITY POWER BUFFER ETF - MAYetf | $428,000 | +12.3% | 15,962 | +14.3% | 0.07% | +11.1% |
| LANC | Buy | LANCASTER COLONY CORP COMstock | $430,000 | +24.3% | 2,862 | +6.5% | 0.07% | +22.8% |
| FXZ | Buy | FIRST TRUST MATERIALS ALPHADEX FUNDetf | $417,000 | -1.4% | 8,044 | +7.4% | 0.07% | -1.4% |
| FDRR | Sell | FIDELITY DIVIDEND ETF FOR RISING RATESetf | $415,000 | -15.1% | 11,692 | -7.6% | 0.07% | -15.0% |
| WMT | Buy | WALMART INC COMstock | $410,000 | +7.0% | 3,159 | +0.2% | 0.07% | +6.3% |
| DIAL | Buy | COLUMBIA DIVERSIFIED FIXED INCOME ALLOCATION ETFetf | $411,000 | +1.7% | 24,553 | +7.2% | 0.07% | +1.5% |
| LMBS | Buy | FIRST TRUST LOW DURATION OPPOS ETFetf | $409,000 | -0.5% | 8,641 | +1.4% | 0.07% | 0.0% |
| JPST | Buy | JPMORGAN ULTRA-SHORT INCOME ETFetf | $402,000 | +18.2% | 8,009 | +18.0% | 0.07% | +17.9% |
| VGIT | Buy | VANGUARD INTMDT-TERM TRS ETFetf | $404,000 | +61.0% | 6,927 | +68.8% | 0.07% | +61.0% |
| ED | Buy | CONSOLIDATED EDISON INC COMstock | $407,000 | +0.7% | 4,747 | +11.7% | 0.07% | 0.0% |
| HRL | Buy | HORMEL FOODS CORP COMstock | $401,000 | -0.2% | 8,814 | +3.7% | 0.06% | -1.5% |
| LTPZ | Buy | PIMCO 15 YEAR U.S. TIPS INDEX EXCHANGE-TRADED FUNDetf | $392,000 | -12.5% | 6,994 | +1.7% | 0.06% | -13.5% |
| SCHO | Buy | SCHWAB SHORT-TERM US TREASURY ETFetf | $394,000 | +2.3% | 8,164 | +4.3% | 0.06% | +1.6% |
| ITW | Buy | ILLINOIS TOOL WKS INC COMstock | $391,000 | +4.5% | 2,163 | +5.3% | 0.06% | +4.9% |
| DWLD | Sell | DAVIS SELECT WORLDWIDE ETFetf | $383,000 | -9.9% | 17,502 | -0.6% | 0.06% | -10.0% |
| TLH | Buy | ISHARES 10-20 YEAR TREASURY BOND ETFetf | $381,000 | +21.3% | 3,498 | +33.9% | 0.06% | +19.2% |
| GLD | SPDR GOLD ETFetf | $379,000 | -8.2% | 2,449 | 0.0% | 0.06% | -8.8% | |
| SLB | Sell | SCHLUMBERGER LTD COM STKstock | $377,000 | +0.3% | 10,507 | -0.1% | 0.06% | 0.0% |
| HDV | Buy | ISHARES CORE HIGH DIVIDEND ETFetf | $373,000 | +32.7% | 4,088 | +46.1% | 0.06% | +32.6% |
| F | Buy | FORD MTR CO DEL COMstock | $370,000 | +6.9% | 33,057 | +6.3% | 0.06% | +5.3% |
| NWN | Buy | NORTHWEST NAT HLDG CO COMstock | $359,000 | -13.9% | 8,269 | +5.3% | 0.06% | -13.2% |
| IGV | Sell | ISHARES EXPANDED TECH-SOFTWARE SECTOR ETFetf | $364,000 | -8.8% | 1,454 | -1.8% | 0.06% | -10.6% |
| BA | Buy | BOEING CO COMstock | $355,000 | -8.7% | 2,932 | +3.1% | 0.06% | -9.4% |
| FUTY | Buy | FIDELITY MSCI UTILITIES INDEX ETFetf | $356,000 | +29.5% | 8,437 | +38.6% | 0.06% | +28.9% |
| GS | Buy | GOLDMAN SACHS GROUP INC COMstock | $353,000 | -0.6% | 1,203 | +0.8% | 0.06% | 0.0% |
| FUL | Buy | FULLER H B CO COMstock | $349,000 | +5.8% | 5,801 | +5.9% | 0.06% | +5.6% |
| HD | Sell | HOME DEPOT INC COMstock | $347,000 | -1.1% | 1,257 | -1.8% | 0.06% | -1.7% |
| IWR | Sell | ISHARES RUSSELL MID-CAP ETFetf | $349,000 | -8.2% | 5,609 | -4.6% | 0.06% | -8.1% |
| ABM | Buy | ABM INDS INC COMstock | $349,000 | -8.2% | 9,133 | +4.4% | 0.06% | -8.1% |
| T | Sell | AT&T INC COMstock | $340,000 | -55.8% | 22,153 | -39.6% | 0.06% | -55.6% |
| DIS | Buy | DISNEY WALT CO COMstock | $342,000 | +3.0% | 3,623 | +2.9% | 0.06% | +1.8% |
| COMT | Sell | ISHARES GSCI COMMODITY DYNAMIC ROLL STRATEGY ETFetf | $345,000 | -43.0% | 9,648 | -34.7% | 0.06% | -43.4% |
| FDX | Buy | FEDEX CORP COMstock | $337,000 | -2.3% | 2,269 | +49.3% | 0.06% | -3.5% |
| CWT | Buy | CALIFORNIA WTR SVC GROUP COMstock | $339,000 | +0.6% | 6,436 | +6.1% | 0.06% | 0.0% |
| NFG | Buy | NATIONAL FUEL GAS CO COMstock | $330,000 | -0.9% | 5,358 | +6.2% | 0.05% | -1.8% |
| AOK | Sell | ISHARES CORE CONSERVATIVE ALLOCATION ETFetf | $318,000 | -26.4% | 9,749 | -22.0% | 0.05% | -26.8% |
| V | Buy | VISA INC COM CL Astock | $316,000 | -4.0% | 1,778 | +6.3% | 0.05% | -3.7% |
| NJUL | New | INNOVATOR NASDAQ-100 POWER BUFFER ETF - JULYetf | $316,000 | – | 7,520 | +100.0% | 0.05% | – |
| PFE | Buy | PFIZER INC COMstock | $312,000 | +1.6% | 7,133 | +21.6% | 0.05% | +2.0% |
| NAPR | INNOVATOR NASDAQ-100 POWER BUFFER ETF - APRILetf | $314,000 | -1.6% | 9,370 | 0.0% | 0.05% | -1.9% | |
| UPS | Buy | UNITED PARCEL SERVICE INC CL Bstock | $304,000 | -6.5% | 1,880 | +5.6% | 0.05% | -5.7% |
| BIV | VANGUARD INTERMEDIATE-TERM BOND INDEX FUNDetf | $302,000 | -5.3% | 4,112 | 0.0% | 0.05% | -5.8% | |
| DAL | Sell | DELTA AIR LINES INC DEL COM NEWstock | $301,000 | -3.5% | 10,724 | -0.3% | 0.05% | -3.9% |
| XLV | Buy | HEALTH CARE SELECT SECTOR SPDR FUNDetf | $300,000 | +17.6% | 2,478 | +24.8% | 0.05% | +16.7% |
| VIAC | Sell | PARAMOUNT GLOBAL CLASS B COMstock | $302,000 | -30.6% | 15,883 | -10.0% | 0.05% | -31.0% |
| SCHI | Buy | SCHWAB 5-10 YEAR CORPORATE BOND ETFetf | $303,000 | +180.6% | 7,203 | +197.2% | 0.05% | +172.2% |
| ALB | Buy | ALBEMARLE CORP COMstock | $301,000 | +26.5% | 1,139 | +0.1% | 0.05% | +25.6% |
| ORCL | Sell | ORACLE CORP COMstock | $291,000 | -18.5% | 4,766 | -6.6% | 0.05% | -18.6% |
| DNP | Buy | DNP SELECT INCOMEcef | $294,000 | -3.6% | 28,418 | +0.9% | 0.05% | -4.0% |
| IRT | Buy | INDEPENDENCE RLTY TR INC COMreit | $293,000 | +113.9% | 17,530 | +164.5% | 0.05% | +118.2% |
| DSI | Buy | ISHARES MSCI KLD 400 SOCIAL ETFetf | $296,000 | +78.3% | 4,414 | +91.6% | 0.05% | +77.8% |
| SJW | Buy | SJW GROUP COMstock | $295,000 | -3.0% | 5,122 | +5.2% | 0.05% | -4.0% |
| FTA | FIRST TRUST LARGE CAP VAL ALPHADEX ETFetf | $289,000 | -7.4% | 5,018 | 0.0% | 0.05% | -7.8% | |
| FMBH | Buy | FIRST MID ILL BANCSHARES INC COMstock | $290,000 | +88.3% | 9,057 | +109.3% | 0.05% | +88.0% |
| SCHE | Buy | SCHWAB EMERGING MARKETS EQUITY ETFetf | $279,000 | +54.1% | 12,465 | +74.7% | 0.05% | +53.3% |
| FINX | Buy | GLOBAL X FINTECH ETFetf | $273,000 | +16.7% | 13,479 | +22.8% | 0.04% | +18.4% |
| LEG | Buy | LEGGETT & PLATT INC COMstock | $275,000 | +15.1% | 8,265 | +19.4% | 0.04% | +15.4% |
| SHOP | SHOPIFY INC CL Astock | $268,000 | -13.8% | 9,960 | 0.0% | 0.04% | -13.7% | |
| IEMG | Buy | ISHARES CORE MSCI EMERGING MKTSetf | $269,000 | +52.0% | 6,259 | +73.8% | 0.04% | +51.7% |
| ANTM | Buy | ELEVANCE HEALTH INC COMstock | $268,000 | +14.0% | 590 | +21.4% | 0.04% | +12.8% |
| DRIV | Sell | GLOBAL X ATNMS & ELCTRC VHCLS ETFetf | $268,000 | -18.3% | 13,337 | -12.8% | 0.04% | -18.5% |
| GWW | Buy | GRAINGER W W INC COMstock | $264,000 | +28.8% | 540 | +20.0% | 0.04% | +26.5% |
| BND | Buy | VANGUARD TOTAL BOND MARKET ETFetf | $264,000 | +18.9% | 3,696 | +25.1% | 0.04% | +19.4% |
| XLY | Sell | CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUNDetf | $264,000 | +1.9% | 1,851 | -1.9% | 0.04% | 0.0% |
| DEO | Buy | DIAGEO PLC SPON ADR NEWadr | $265,000 | +47.2% | 1,563 | +50.9% | 0.04% | +43.3% |
| USXF | Sell | ISHARES ESG ADVANCED MSCI USA ETFetf | $266,000 | -18.4% | 9,487 | -13.1% | 0.04% | -20.4% |
| SNSR | Buy | GLOBAL X INTERNET OF THINGS THEMATIC ETFetf | $265,000 | -2.2% | 10,640 | +1.1% | 0.04% | -2.3% |
| FIXD | Sell | FIRST TRUST TCWOPPORTUNISTIC FXD INC ETFetf | $260,000 | -9.7% | 5,974 | -3.7% | 0.04% | -10.6% |
| MGEE | Buy | MGE ENERGY INC COMstock | $253,000 | -1.2% | 3,851 | +16.9% | 0.04% | -2.4% |
| WM | Buy | WASTE MGMT INC DEL COMstock | $242,000 | +21.0% | 1,511 | +15.4% | 0.04% | +21.2% |
| PSEC | Buy | PROSPECT CAP CORP COMcef | $243,000 | +7.0% | 39,142 | +20.5% | 0.04% | +8.1% |
| AGG | Buy | ISHARES AGGREGATE BOND ETFetf | $239,000 | -3.2% | 2,482 | +2.2% | 0.04% | -4.9% |
| IAGG | Sell | ISHARES CORE INTERNATIONAL AGGREGATE BOND FUNDetf | $239,000 | -4.4% | 4,950 | -1.5% | 0.04% | -4.9% |
| CVS | Buy | CVS HEALTH CORP COMstock | $239,000 | +20.7% | 2,510 | +17.7% | 0.04% | +18.2% |
| IYW | Sell | ISHARES US TECHNOLOGY ETFetf | $240,000 | -37.0% | 3,275 | -31.2% | 0.04% | -38.1% |
| CLOU | Buy | GLOBAL X CLOUD COMPUTING ETFetf | $231,000 | -1.3% | 14,490 | +2.2% | 0.04% | 0.0% |
| TDS | Buy | TELEPHONE & DATA SYS INC COM NEWstock | $224,000 | -0.4% | 16,122 | +12.9% | 0.04% | 0.0% |
| BKH | Buy | BLACK HILLS CORP COMstock | $225,000 | +14.8% | 3,325 | +23.3% | 0.04% | +15.6% |
| COM | Buy | DIREXION AUSPICE BROAD COMMODITY STRATEGY ETFetf | $225,000 | +112.3% | 7,531 | +120.1% | 0.04% | +117.6% |
| FEZ | Buy | SPDR EURO STOXX 50 ETFetf | $225,000 | -8.5% | 7,300 | +3.1% | 0.04% | -7.5% |
| MINT | Sell | PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUNDetf | $225,000 | -0.4% | 2,273 | -0.4% | 0.04% | 0.0% |
| THTX | Buy | THERATECHNOLOGIES INC COMstock | $226,000 | +123.8% | 95,269 | +113.4% | 0.04% | +117.6% |
| CPB | Buy | CAMPBELL SOUP CO COMstock | $223,000 | +31.2% | 4,736 | +34.0% | 0.04% | +28.6% |
| PPG | Buy | PPG INDS INC COMstock | $218,000 | +3.3% | 1,968 | +6.7% | 0.04% | +2.9% |
| COP | Buy | CONOCOPHILLIPS COMstock | $218,000 | +14.7% | 2,128 | +0.4% | 0.04% | +16.1% |
| VV | Sell | VANGUARD LARGE-CAP ETFetf | $220,000 | -8.3% | 1,347 | -3.2% | 0.04% | -7.7% |
| SCHA | Sell | SCHWAB U.S. SMALL-CAP ETFetf | $212,000 | -51.3% | 5,597 | -49.9% | 0.04% | -50.7% |
| LQD | Buy | ISHARES IBOXX CORPORATE BOND ETFetf | $216,000 | -1.8% | 2,108 | +5.5% | 0.04% | -2.8% |
| WPC | Buy | WP CAREY INC COMreit | $210,000 | -15.3% | 3,010 | +0.6% | 0.03% | -17.1% |
| VTI | Sell | VANGUARD TOTAL STOCK MARKET INDEX FUNDetf | $208,000 | -33.8% | 1,161 | -30.2% | 0.03% | -34.6% |
| VERU | Buy | VERU INC COMstock | $211,000 | +1818.2% | 18,300 | +1730.0% | 0.03% | +1600.0% |
| AVGO | Buy | BROADCOM INC COMstock | $207,000 | +15.6% | 467 | +26.6% | 0.03% | +17.2% |
| AMD | Buy | ADVANCED MICRO DEVICES INC COMstock | $205,000 | -15.3% | 3,230 | +2.2% | 0.03% | -17.5% |
| PHM | Buy | PULTE GROUP INC COMstock | $200,000 | -2.0% | 5,324 | +3.3% | 0.03% | 0.0% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS COMstock | $196,000 | -14.4% | 1,650 | +1.9% | 0.03% | -15.8% |
| HSY | Buy | HERSHEY CO COMstock | $194,000 | +56.5% | 880 | +52.5% | 0.03% | +60.0% |
| XLU | Sell | UTILITIES SELECT SECTOR SPDR FUNDetf | $197,000 | -11.7% | 3,014 | -5.0% | 0.03% | -13.5% |
| BUG | New | GLOBAL X CYBERSECURITY ETFetf | $195,000 | – | 8,125 | +100.0% | 0.03% | – |
| VIS | VANGUARD INDUSTRIALS ETFetf | $195,000 | -3.5% | 1,237 | 0.0% | 0.03% | -3.0% | |
| MPC | Sell | MARATHON PETE CORP COMstock | $191,000 | +18.6% | 1,926 | -1.5% | 0.03% | +19.2% |
| VOT | Sell | VANGUARD MID-CAP GROWTH ETFetf | $192,000 | -95.4% | 1,123 | -95.3% | 0.03% | -95.5% |
| SDVY | Sell | FIRST TRUST SMID CP RISING DIV ACHV ETFetf | $187,000 | -5.6% | 8,068 | -2.5% | 0.03% | -6.1% |
| PJUN | INNOVATOR U.S. EQUITY POWER BUFFER ETF - JUNEetf | $190,000 | -2.1% | 6,680 | 0.0% | 0.03% | -3.1% | |
| MDIV | Buy | MULTI-ASSET DIVERSIFIED INCOME ETFetf | $183,000 | -3.7% | 12,707 | +1.7% | 0.03% | -3.2% |
| SCL | Buy | STEPAN CO COMstock | $182,000 | 0.0% | 1,940 | +8.0% | 0.03% | 0.0% |
| XLB | Buy | MATERIALS SELECT SECTOR SPDR FUNDetf | $183,000 | -2.7% | 2,689 | +5.3% | 0.03% | -3.2% |
| TPLC | Buy | TIMOTHY PLAN FUND TIMOTHY PLAN US LARGE/MID CAP CORE FUNDetf | $181,000 | +0.6% | 6,018 | +4.7% | 0.03% | 0.0% |
| MDYG | Sell | SPDR S&P 400 MID CAP GROWTH ETFetf | $184,000 | -23.7% | 3,049 | -22.8% | 0.03% | -25.0% |
| SUSA | Buy | ISHARES MSCI USA ESG SELECT ETFetf | $185,000 | -5.6% | 2,437 | +0.4% | 0.03% | -6.2% |
| SPYG | Buy | SPDR PORTFOLIO S&P 500 GROWTH ETFetf | $183,000 | +165.2% | 3,651 | +177.4% | 0.03% | +172.7% |
| FBT | Buy | FIRST TRUST NYSE ARCA BIOTECH ETFetf | $186,000 | +86.0% | 1,409 | +91.4% | 0.03% | +87.5% |
| FDHY | Sell | FIDELITY HIGH YIELD FACTOR ETFetf | $181,000 | -14.6% | 4,097 | -12.3% | 0.03% | -14.3% |
| QCOM | Buy | QUALCOMM INC COMstock | $186,000 | -11.4% | 1,646 | +0.3% | 0.03% | -11.8% |
| SPIB | Sell | SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETFetf | $184,000 | -12.0% | 5,870 | -8.3% | 0.03% | -11.8% |
| CMI | Sell | CUMMINS INC COMstock | $177,000 | -5.3% | 868 | -10.3% | 0.03% | -6.5% |
| SUSC | Buy | ISHARES ESG AWARE USD CORPORATE BOND ETFetf | $176,000 | +29.4% | 8,093 | +37.8% | 0.03% | +31.8% |
| STZ | Sell | CONSTELLATION BRANDS INC CL Astock | $176,000 | -12.4% | 765 | -11.1% | 0.03% | -12.1% |
| FTF | Buy | FRANKLIN LIMITED DURATION INCOME TRUSTcef | $177,000 | +26.4% | 28,673 | +38.3% | 0.03% | +26.1% |
| IWF | Sell | ISHARES RUSSELL 1000 GROWTH ETFetf | $175,000 | -8.9% | 833 | -5.0% | 0.03% | -9.4% |
| MILN | Buy | GLOBAL X MILLENNIAL CONSUMER ETFetf | $174,000 | +0.6% | 6,786 | +2.2% | 0.03% | 0.0% |
| WBS | Buy | WEBSTER FINL CORP COMstock | $170,000 | +75.3% | 3,769 | +63.9% | 0.03% | +75.0% |
| LMT | Buy | LOCKHEED MARTIN CORP COMstock | $172,000 | -1.1% | 445 | +10.1% | 0.03% | -3.4% |
| PANW | Buy | PALO ALTO NETWORKS INC COMstock | $173,000 | +15.3% | 1,059 | +249.5% | 0.03% | +12.0% |
| SMDV | Sell | PROSHARES RUSSELL 2000 DIVIDEND GROWERS ETFetf | $170,000 | -9.1% | 3,072 | -3.3% | 0.03% | -9.7% |
| PSA | PUBLIC STORAGE COMreit | $171,000 | -6.6% | 585 | 0.0% | 0.03% | -6.7% | |
| CSCO | Buy | CISCO SYS INC COMstock | $170,000 | +25.9% | 4,258 | +34.6% | 0.03% | +27.3% |
| SCHX | Buy | SCHWAB U.S. LARGE-CAP ETFetf | $171,000 | +36.8% | 4,044 | +44.3% | 0.03% | +33.3% |
| PFF | Buy | ISHARES S&P U.S. PREFERRED STOCK ETFetf | $170,000 | -3.4% | 5,357 | +0.1% | 0.03% | -3.4% |
| LUV | Buy | SOUTHWEST AIRLS CO COMstock | $170,000 | -14.1% | 5,522 | +0.7% | 0.03% | -15.2% |
| STLD | Buy | STEEL DYNAMICS INCstock | $174,000 | +13.7% | 2,453 | +5.9% | 0.03% | +12.0% |
| TRV | Buy | TRAVELERS COMPANIES INC COMstock | $172,000 | -9.0% | 1,121 | +0.3% | 0.03% | -9.7% |
| SPMD | Sell | SPDR PORTFOLIO S&P 400 MID CAP ETFetf | $168,000 | -7.2% | 4,359 | -4.2% | 0.03% | -10.0% |
| FITB | Buy | FIFTH THIRD BANCORP COMstock | $164,000 | -5.2% | 5,137 | +0.0% | 0.03% | -3.6% |
| IYH | Buy | ISHARES US HEALTHCARE ETFetf | $168,000 | -5.6% | 666 | +0.5% | 0.03% | -6.9% |
| SBUX | Buy | STARBUCKS CORP COMstock | $163,000 | +14.0% | 1,939 | +3.8% | 0.03% | +17.4% |
| XLI | Sell | INDUSTRIAL SELECT SECTOR SPDR FUNDetf | $164,000 | -5.2% | 1,979 | -0.4% | 0.03% | -3.6% |
| PJUL | New | INNOVATOR U.S. EQUITY POWER BUFFER ETF - JULYetf | $163,000 | – | 5,700 | +100.0% | 0.03% | – |
| ABT | Buy | ABBOTT LABS COMstock | $168,000 | -10.6% | 1,732 | +0.1% | 0.03% | -12.9% |
| BOTZ | Sell | GLOBAL X ROBOTICS & ARTFCL INTLLGNC ETFetf | $165,000 | -35.5% | 9,149 | -27.4% | 0.03% | -35.7% |
| COG | Buy | COTERRA ENERGY INC COMstock | $165,000 | +20.4% | 6,316 | +19.2% | 0.03% | +22.7% |
| QUAL | Buy | ISHARES MSCI USA QUALITY FACTOR ETFetf | $161,000 | +3.2% | 1,553 | +11.0% | 0.03% | 0.0% |
| CNRG | New | SPDR S&P KENSHO CLEAN POWER ETFetf | $158,000 | – | 1,854 | +100.0% | 0.03% | – |
| EWU | ISHARES MSCI UNITED KINGDOM ETFetf | $159,000 | -12.2% | 6,050 | 0.0% | 0.03% | -13.3% | |
| SPSM | Buy | SPDR PORTFOLIO S&P 600 SM CAP ETFetf | $161,000 | +11.0% | 4,731 | +17.8% | 0.03% | +8.3% |
| ESML | Sell | ISHARES ESG AWARE MSCI USA SMALL-CAP ETFetf | $157,000 | -13.3% | 5,126 | -10.7% | 0.03% | -13.3% |
| TXN | Buy | TEXAS INSTRS INC COMstock | $160,000 | +3.9% | 1,032 | +2.8% | 0.03% | +4.0% |
| TLT | Buy | ISHARES 20 YEAR TREASURY BOND ETFetf | $162,000 | -5.8% | 1,582 | +5.5% | 0.03% | -7.1% |
| HERO | Sell | GLOBAL X VIDEO GAMES & ESPORTS ETFetf | $159,000 | -49.0% | 8,934 | -40.1% | 0.03% | -49.0% |
| FLOT | Buy | ISHARES FLOATING RATE BOND ETFetf | $152,000 | +1.3% | 3,017 | +0.4% | 0.02% | 0.0% |
| OKE | Sell | ONEOK INC NEW COMstock | $153,000 | -8.9% | 2,983 | -1.2% | 0.02% | -10.7% |
| QYLD | Sell | GLOBAL X NASDAQ 100 COVERED CALL ETFetf | $156,000 | -13.3% | 9,966 | -3.3% | 0.02% | -16.7% |
| ENPH | ENPHASE ENERGY INC COMstock | $151,000 | +42.5% | 543 | 0.0% | 0.02% | +47.1% | |
| WFC | Buy | WELLS FARGO CO NEW COMstock | $146,000 | +5.0% | 3,627 | +2.5% | 0.02% | +4.3% |
| PKW | Sell | INVESCO BUYBACK ACHIEVERS ETFetf | $145,000 | -11.0% | 1,959 | -6.6% | 0.02% | -11.1% |
| FSLR | FIRST SOLAR INC COMstock | $148,000 | +94.7% | 1,120 | 0.0% | 0.02% | +100.0% | |
| GTHX | New | G1 THERAPEUTICS INC COMstock | $150,000 | – | 12,000 | +100.0% | 0.02% | – |
| CIBR | Sell | FIRST TRUST NASDAQ CYBERSECURITY ETFetf | $147,000 | -49.8% | 3,816 | -47.6% | 0.02% | -50.0% |
| EFA | Sell | ISHARES MSCI EAFE ETFetf | $149,000 | -39.9% | 2,668 | -32.7% | 0.02% | -41.5% |
| CSX | Buy | CSX CORP COMstock | $150,000 | -8.0% | 5,612 | +0.2% | 0.02% | -11.1% |
| ULTA | Buy | ULTA BEAUTY INC COMstock | $146,000 | +15.9% | 363 | +10.7% | 0.02% | +14.3% |
| MGC | Buy | VANGUARD MEGA CAP ETFetf | $142,000 | +10.9% | 1,141 | +17.5% | 0.02% | +9.5% |
| IJK | Buy | ISHARES S&P MID-CAP 400 GROWTH ETFetf | $139,000 | -0.7% | 2,198 | +0.4% | 0.02% | 0.0% |
| DTD | Sell | WISDOMTREE U.S. TOTAL DIVIDEND FUNDetf | $139,000 | -10.3% | 2,568 | -4.2% | 0.02% | -8.0% |
| TGT | Buy | TARGET CORP COMstock | $140,000 | +8.5% | 941 | +3.4% | 0.02% | +9.5% |
| AZBA | ALLIANZIM U.S. LARGE CAP BUFFER20 APR ETFetf | $143,000 | -1.4% | 5,725 | 0.0% | 0.02% | -4.2% | |
| SPMO | Sell | INVESCO S&P 500 MOMENTUM ETFetf | $134,000 | -17.3% | 2,664 | -14.9% | 0.02% | -18.5% |
| VOE | Sell | VANGUARD MID-CAP VALUE ETFetf | $136,000 | -7.5% | 1,116 | -1.5% | 0.02% | -8.3% |
| BX | Buy | BLACKSTONE INC COMstock | $135,000 | -6.9% | 1,608 | +0.9% | 0.02% | -8.3% |
| PLUG | PLUG POWER INC COM NEWstock | $134,000 | +26.4% | 6,375 | 0.0% | 0.02% | +29.4% | |
| TDIV | FIRST TRUST NASDAQ TECHNOLOGY DIV ETFetf | $135,000 | -12.9% | 3,085 | 0.0% | 0.02% | -12.0% | |
| RTM | Buy | INVESCO S&P 500 EQUAL WEIGHT MATERIALS ETFetf | $136,000 | +123.0% | 951 | +142.6% | 0.02% | +120.0% |
| GOLD | BARRICK GOLD CORP COMstock | $132,000 | -12.0% | 8,500 | 0.0% | 0.02% | -12.0% | |
| REGN | Buy | REGENERON PHARMACEUTICALS COMstock | $136,000 | +18.3% | 197 | +1.5% | 0.02% | +15.8% |
| FSTA | FIDELITY MSCI CONSUMER STAPLES ETFetf | $133,000 | -7.0% | 3,310 | 0.0% | 0.02% | -4.3% | |
| ATKR | ATKORE INC COMstock | $132,000 | -6.4% | 1,700 | 0.0% | 0.02% | -4.3% | |
| RTX | Buy | RAYTHEON TECHNOLOGIES CORP COMstock | $134,000 | -14.1% | 1,640 | +1.4% | 0.02% | -15.4% |
| CCI | CROWN CASTLE INC COMreit | $137,000 | -14.4% | 950 | 0.0% | 0.02% | -15.4% | |
| IWB | Sell | ISHARES RUSSELL 1000 ETFetf | $128,000 | -31.9% | 648 | -28.2% | 0.02% | -32.3% |
| IBB | Sell | ISHARES BIOTECHNOLOGY ETFetf | $127,000 | -27.4% | 1,089 | -26.8% | 0.02% | -27.6% |
| ONEQ | Buy | FIDELITY NASDAQ COMPOSITE ETFetf | $126,000 | +29.9% | 3,030 | +35.3% | 0.02% | +31.2% |
| SLYV | Sell | SPDR S&P 600 SMALL CAP VALUE ETFetf | $130,000 | -8.5% | 1,936 | -1.3% | 0.02% | -8.7% |
| MNA | Sell | IQ MERGER ARBITRAGE ETFetf | $129,000 | 0.0% | 4,136 | -0.4% | 0.02% | 0.0% |
| FLTR | VANECK IG FLOATING RATE ETFetf | $128,000 | 0.0% | 5,168 | 0.0% | 0.02% | 0.0% | |
| XSOE | Sell | WISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUNDetf | $129,000 | -67.8% | 5,255 | -62.3% | 0.02% | -68.2% |
| SMH | VANECK SEMICONDUCTOR ETFetf | $130,000 | -9.1% | 703 | 0.0% | 0.02% | -8.7% | |
| MMM | Sell | 3M CO COMstock | $126,000 | -16.6% | 1,137 | -2.5% | 0.02% | -16.0% |
| DHIL | Buy | DIAMOND HILL INVT GROUP INC COM NEWstock | $124,000 | +19.2% | 751 | +25.2% | 0.02% | +17.6% |
| IAU | Sell | ISHARES GOLD TRUSTetf | $122,000 | -15.3% | 3,873 | -7.5% | 0.02% | -16.7% |
| KHC | Buy | KRAFT HEINZ CO COMstock | $122,000 | +22.0% | 3,665 | +39.7% | 0.02% | +25.0% |
| VOOV | Buy | VANGUARD S&P 500 VALUE ETFetf | $125,000 | +290.6% | 1,004 | +320.1% | 0.02% | +300.0% |
| DMXF | Sell | ISHARES ESG ADVANCED MSCI EAFE ETFetf | $122,000 | -11.6% | 2,610 | -1.4% | 0.02% | -13.0% |
| DVY | Buy | ISHARES DJ SELECT DIVIDENDetf | $120,000 | +16.5% | 1,121 | +27.5% | 0.02% | +17.6% |
| NULV | Buy | NUVEEN ESG LARGE-CAP VALUE ETFetf | $125,000 | -3.8% | 4,045 | +4.2% | 0.02% | -4.8% |
| SMB | Sell | VANECK SHORT MUNI ETFetf | $120,000 | -23.6% | 7,205 | -21.3% | 0.02% | -23.1% |
| CRWD | Buy | CROWDSTRIKE HLDGS INC CL Astock | $120,000 | +2.6% | 731 | +4.9% | 0.02% | +5.3% |
| DOW | Sell | DOW INC COMstock | $118,000 | -16.3% | 2,678 | -1.7% | 0.02% | -17.4% |
| NFLX | Buy | NETFLIX INC COMstock | $117,000 | +42.7% | 498 | +6.2% | 0.02% | +46.2% |
| LLNW | Buy | EDGIO INC COMstock | $116,000 | +28.9% | 41,566 | +7.0% | 0.02% | +26.7% |
| NULG | Buy | NUVEEN ESG LARGE-CAP GROWTH ETFetf | $115,000 | -3.4% | 2,499 | +0.8% | 0.02% | -5.0% |
| KMB | Buy | KIMBERLY-CLARK CORP COMstock | $116,000 | -11.5% | 1,034 | +6.6% | 0.02% | -13.6% |
| DE | Sell | DEERE & CO COMstock | $114,000 | -13.6% | 341 | -22.9% | 0.02% | -13.6% |
| ORLY | OREILLY AUTOMOTIVE INC COMstock | $115,000 | +10.6% | 164 | 0.0% | 0.02% | +11.8% | |
| ODFL | OLD DOMINION FREIGHT LINE INC COMstock | $117,000 | -2.5% | 469 | 0.0% | 0.02% | -5.0% | |
| IFRA | Sell | ISHARES U.S. INFRASTRUCTURE ETFetf | $119,000 | -17.4% | 3,687 | -13.0% | 0.02% | -20.8% |
| PAYX | Buy | PAYCHEX INC COMstock | $114,000 | -0.9% | 1,015 | +0.7% | 0.02% | 0.0% |
| FTEC | FIDELITY MSCI INFORMATION TECH ETFetf | $116,000 | -6.5% | 1,281 | 0.0% | 0.02% | -5.0% | |
| UL | Buy | UNILEVER PLC SPON ADR NEWadr | $119,000 | +3.5% | 2,724 | +8.2% | 0.02% | 0.0% |
| ABNB | Buy | AIRBNB INC COM CL Astock | $114,000 | +18.8% | 1,088 | +1.4% | 0.02% | +18.8% |
| GNRC | Buy | GENERAC HLDGS INC COMstock | $116,000 | +2.7% | 649 | +20.9% | 0.02% | 0.0% |
| ADC | AGREE RLTY CORP COMreit | $117,000 | -6.4% | 1,727 | 0.0% | 0.02% | -9.5% | |
| VNQ | Buy | VANGUARD REAL ESTATE ETFetf | $117,000 | -7.1% | 1,462 | +5.3% | 0.02% | -9.5% |
| PBE | New | INVESCO DYNAMIC BIOTECHNOLOGY & GENOME ETFetf | $117,000 | – | 1,986 | +100.0% | 0.02% | – |
| RSP | Buy | INVESCO S&P 500 EQUAL WEIGHT ETFetf | $117,000 | +44.4% | 921 | +53.2% | 0.02% | +46.2% |
| SOCL | Sell | GLOBAL X SOCIAL MEDIA INDEX FUNDetf | $119,000 | -46.9% | 4,295 | -36.3% | 0.02% | -48.6% |
| GOF | Sell | GUGGENHEIM STRATEGIC OPPORTUN COM SBIcef | $114,000 | -37.4% | 7,396 | -34.6% | 0.02% | -36.7% |
| SDY | Buy | SPDR S&P DIVIDEND ETFetf | $108,000 | -5.3% | 966 | +0.7% | 0.02% | -5.3% |
| SPLV | Buy | INVESCO S&P 500 LOW VOLATILITY ETFetf | $110,000 | +44.7% | 1,910 | +56.0% | 0.02% | +50.0% |
| SPTI | Sell | SPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETFetf | $110,000 | -6.0% | 3,909 | -1.5% | 0.02% | -5.3% |
| CHDN | CHURCHILL DOWNS INC COMstock | $110,000 | -4.3% | 600 | 0.0% | 0.02% | -5.3% | |
| MA | MASTERCARD INCORPORATED CL Astock | $112,000 | -9.7% | 392 | 0.0% | 0.02% | -10.0% | |
| FTC | FIRST TRUST LARGE CAP GR ALPHADEX ETFetf | $110,000 | -3.5% | 1,290 | 0.0% | 0.02% | -5.3% | |
| SCHW | Buy | SCHWAB CHARLES CORP COMstock | $109,000 | +14.7% | 1,510 | +0.1% | 0.02% | +12.5% |
| FTNT | FORTINET INC COMstock | $110,000 | -12.7% | 2,230 | 0.0% | 0.02% | -14.3% | |
| MRCC | Buy | MONROE CAP CORP COMcef | $112,000 | -17.6% | 15,435 | +2.5% | 0.02% | -18.2% |
| OI | O-I GLASS INC COMstock | $113,000 | -7.4% | 8,700 | 0.0% | 0.02% | -10.0% | |
| UTF | Sell | COHEN & STEERS INFRASTRUCTUREcef | $111,000 | -9.8% | 4,778 | -1.5% | 0.02% | -10.0% |
| ESGD | Buy | ISHARES MSCI EAFE ESG SELECT ETFetf | $109,000 | +1.9% | 1,939 | +14.0% | 0.02% | 0.0% |
| HYG | Buy | ISHARES IBOXX $ HIGH YIELD CORP BD ETFetf | $112,000 | +409.1% | 1,575 | +425.0% | 0.02% | +350.0% |
| AMAT | Buy | APPLIED MATLS INC COMstock | $109,000 | -9.9% | 1,329 | +0.1% | 0.02% | -10.0% |
| ESGE | Buy | ISHARES MSCI EM ESG SELECT ETFetf | $103,000 | -3.7% | 3,735 | +12.5% | 0.02% | -5.6% |
| DGRW | Buy | WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUNDetf | $103,000 | -4.6% | 1,902 | +0.6% | 0.02% | -5.6% |
| MRVL | Sell | MARVELL TECHNOLOGY INC COMstock | $103,000 | -5.5% | 2,408 | -3.6% | 0.02% | -5.6% |
| EPS | Sell | WISDOMTREE U.S. LARGECAP FUNDetf | $103,000 | -10.4% | 2,678 | -5.1% | 0.02% | -10.5% |
| NTR | Sell | NUTRIEN LTD COMstock | $107,000 | -6.1% | 1,286 | -9.8% | 0.02% | -10.5% |
| MCD | Sell | MCDONALDS CORP COMstock | $104,000 | -7.1% | 449 | -1.1% | 0.02% | -5.6% |
| VXUS | Buy | VANGUARD TOTAL INTERNATIONAL STOCK ETFetf | $100,000 | -10.7% | 2,190 | +0.6% | 0.02% | -11.1% |
| ADM | Buy | ARCHER DANIELS MIDLAND CO COMstock | $98,000 | +14.0% | 1,215 | +10.0% | 0.02% | +14.3% |
| TFC | Sell | TRUIST FINL CORP COMstock | $95,000 | -39.9% | 2,191 | -34.2% | 0.02% | -38.5% |
| MKL | Sell | MARKEL CORP COMstock | $100,000 | -16.7% | 92 | -1.1% | 0.02% | -20.0% |
| SLV | ISHARES SILVER TRUSTetf | $101,000 | -6.5% | 5,778 | 0.0% | 0.02% | -11.1% | |
| GBIL | Sell | GOLDMAN SACHS ACCESS TREASURY 0-1 YR ETFetf | $101,000 | -1.0% | 1,011 | -0.7% | 0.02% | -5.9% |
| XRT | Sell | SPDR S&P RETAIL ETFetf | $99,000 | -11.6% | 1,747 | -9.3% | 0.02% | -11.1% |
| ORCC | Sell | OWL ROCK CAPITAL CORPORATION COMcef | $97,000 | -27.1% | 9,372 | -13.1% | 0.02% | -27.3% |
| HRZN | Buy | HORIZON TECHNOLOGY FIN CORP COMcef | $100,000 | -2.0% | 10,007 | +13.3% | 0.02% | -5.9% |
| FLBL | FRANKLIN SENIOR LOAN ETFetf | $99,000 | 0.0% | 4,297 | 0.0% | 0.02% | 0.0% | |
| DIVO | AMPLIFY CWP ENHANCED DIVIDEND INCOME ETFetf | $100,000 | -4.8% | 3,139 | 0.0% | 0.02% | -5.9% | |
| OKTA | Buy | OKTA INC CL Astock | $92,000 | -35.2% | 1,617 | +2.7% | 0.02% | -34.8% |
| JNK | Sell | SPDR HIGH YIELD BOND ETFetf | $91,000 | -16.5% | 1,041 | -13.0% | 0.02% | -16.7% |
| NUDM | Buy | NUVEEN ESG INTERNATIONAL DEVELOPED MARKETS EQUITY ETFetf | $90,000 | -6.2% | 4,035 | +6.0% | 0.02% | -6.2% |
| DOCS | DOXIMITY INC CL Astock | $91,000 | -12.5% | 3,000 | 0.0% | 0.02% | -11.8% | |
| BBDC | BARINGS BDC INC COMcef | $91,000 | -10.8% | 11,003 | 0.0% | 0.02% | -11.8% | |
| IWM | Buy | ISHARES RUSSELL 2000 ETFetf | $92,000 | +19.5% | 557 | +21.9% | 0.02% | +15.4% |
| IWD | Buy | ISHARES RUSSELL 1000 VALUE ETFetf | $94,000 | -6.0% | 691 | +0.4% | 0.02% | -6.2% |
| IEF | Sell | ISHARES 7-10 YEAR TREASURY BOND ETFetf | $91,000 | -11.7% | 948 | -6.0% | 0.02% | -11.8% |
| IVE | Sell | ISHARES S&P 500 VALUE ETFetf | $92,000 | -47.1% | 715 | -43.4% | 0.02% | -48.3% |
| MP | Buy | MP MATERIALS CORP COM CL Astock | $90,000 | -13.5% | 3,308 | +1.7% | 0.02% | -11.8% |
| PLL | Buy | PIEDMONT LITHIUM INC COMstock | $89,000 | +71.2% | 1,670 | +17.6% | 0.02% | +66.7% |
| CMCSA | Sell | COMCAST CORP NEW CL Astock | $90,000 | -39.6% | 3,053 | -19.4% | 0.02% | -37.5% |
| AMT | AMERICAN TOWER CORP NEW COMreit | $90,000 | -15.9% | 417 | 0.0% | 0.02% | -16.7% | |
| IWP | ISHARES RUSSELL MID-CAP GROWTH ETFetf | $90,000 | 0.0% | 1,142 | 0.0% | 0.02% | 0.0% | |
| FNDX | Buy | SCHWAB FUNDAMENTAL US LARGE CO. INDEX ETFetf | $87,000 | -4.4% | 1,812 | +1.9% | 0.01% | -6.7% |
| CAPE | IPATH SHILLER CAPE ETNetf | $86,000 | -2.3% | 4,700 | 0.0% | 0.01% | 0.0% | |
| BHP | Sell | BHP GROUP LTD SPONSORED ADSadr | $84,000 | -32.8% | 1,673 | -24.7% | 0.01% | -33.3% |
| DVA | Buy | DAVITA INC COMstock | $87,000 | +4.8% | 1,054 | +1.9% | 0.01% | 0.0% |
| ENB | Sell | ENBRIDGE INC COMstock | $88,000 | -37.6% | 2,377 | -28.6% | 0.01% | -39.1% |
| LDSF | Buy | FIRST TRUST LOW DURATION STRATEGIC FOCUS ETFetf | $83,000 | +20.3% | 4,536 | +22.1% | 0.01% | +27.3% |
| GILD | Buy | GILEAD SCIENCES INC COMstock | $86,000 | +8.9% | 1,386 | +7.8% | 0.01% | +7.7% |
| MLPA | Buy | GLOBAL X MLP ETFetf | $85,000 | +11.8% | 2,145 | +3.9% | 0.01% | +16.7% |
| PSEP | New | INNOVATOR U.S EQUITY POWER BUFFER ETF A SEPTEMBERetf | $83,000 | – | 3,000 | +100.0% | 0.01% | – |
| IJT | Sell | ISHARES S&P SMALL-CAP 600 GROWTH ETFetf | $83,000 | -21.7% | 821 | -18.1% | 0.01% | -17.6% |
| KR | KROGER CO COMstock | $88,000 | -7.4% | 2,000 | 0.0% | 0.01% | -12.5% | |
| SLYG | Sell | SPDR S&P 600 SMALL CAP GROWTH ETFetf | $88,000 | -10.2% | 1,293 | -7.2% | 0.01% | -12.5% |
| TMO | THERMO FISHER SCIENTIFIC INC COMstock | $86,000 | -6.5% | 169 | 0.0% | 0.01% | -6.7% | |
| ETN | Buy | EATON CORP PLC SHSstock | $87,000 | +8.8% | 655 | +2.7% | 0.01% | +7.7% |
| DVAX | Buy | DYNAVAX TECHNOLOGIES CORP COM NEWstock | $82,000 | +1540.0% | 7,900 | +1875.0% | 0.01% | +1200.0% |
| RJA | ELEMENTS ROGERS INTERNATIONAL COMMODITY INDEX-AGRICULTURE TOTAL RETURN ETNetf | $80,000 | -2.4% | 8,800 | 0.0% | 0.01% | 0.0% | |
| BOND | Buy | PIMCO ACTIVE BOND ETFetf | $80,000 | -4.8% | 889 | +0.9% | 0.01% | -7.1% |
| LCTU | Buy | BLACKROCK U.S. CARBON TRANSITION READINESS ETFetf | $77,000 | +3750.0% | 1,939 | +5002.6% | 0.01% | – |
| WELL | Buy | WELLTOWER INC COMreit | $79,000 | -22.5% | 1,235 | +0.1% | 0.01% | -23.5% |
| NTNX | Buy | NUTANIX INC CL Astock | $80,000 | +56.9% | 3,843 | +9.2% | 0.01% | +62.5% |
| PEP | Buy | PEPSICO INC COMstock | $80,000 | +45.5% | 489 | +49.1% | 0.01% | +44.4% |
| LIN | Buy | LINDE PLC SHSstock | $82,000 | 0.0% | 303 | +5.6% | 0.01% | 0.0% |
| SHV | Buy | ISHARES SHORT TREASURY BOND ETFetf | $80,000 | 0.0% | 730 | +0.4% | 0.01% | 0.0% |
| AEP | Buy | AMERICAN ELEC PWR CO INC COMstock | $82,000 | -3.5% | 945 | +6.8% | 0.01% | -7.1% |
| AGZ | Sell | ISHARES AGENCY BOND ETFetf | $81,000 | -57.1% | 762 | -55.7% | 0.01% | -58.1% |
| PAUG | New | INNOVATOR U.S. EQUITY POWER BUFFER ETF - AUGUSTetf | $82,000 | – | 3,050 | +100.0% | 0.01% | – |
| PAVE | Buy | GLOBAL X US INFRASTRUCTURE DEV ETFetf | $74,000 | +2.8% | 3,191 | +0.7% | 0.01% | 0.0% |
| PICK | Buy | ISHARES MSCI GLOBAL METALS & MINING PRODUCERS ETFetf | $74,000 | -1.3% | 2,181 | +3.5% | 0.01% | 0.0% |
| DOCN | Buy | DIGITALOCEAN HLDGS INC COMstock | $73,000 | -9.9% | 2,018 | +2.9% | 0.01% | -7.7% |
| VFH | Sell | VANGUARD FINANCIALS ETFetf | $74,000 | -25.3% | 1,000 | -21.8% | 0.01% | -25.0% |
| BUSE | FIRST BUSEY CORP COM NEWstock | $74,000 | -3.9% | 3,368 | 0.0% | 0.01% | -7.7% | |
| BSJM | INVESCO BULLETSHARES 2022 HIGH YIELD CORPORATE BOND ETFetf | $75,000 | -1.3% | 3,435 | 0.0% | 0.01% | 0.0% | |
| SPTS | Sell | SPDR PORTFOLIO SHORT TERM TREASURY ETFetf | $72,000 | -4.0% | 2,487 | -1.7% | 0.01% | 0.0% |
| HYLS | Sell | FIRST TRUST TACTICAL HIGH YIELD ETFetf | $73,000 | -11.0% | 1,908 | -8.8% | 0.01% | -7.7% |
| SPHQ | Buy | INVESCO S&P 500 QUALITY ETFetf | $74,000 | +54.2% | 1,869 | +62.5% | 0.01% | +50.0% |
| IRDM | IRIDIUM COMMUNICATIONS INC COMstock | $67,000 | +19.6% | 1,500 | 0.0% | 0.01% | +22.2% | |
| VLUE | Sell | ISHARES MSCI USA VALUE FACTOR ETFetf | $68,000 | -72.2% | 827 | -69.5% | 0.01% | -72.5% |
| CI | CIGNA CORP NEW COMstock | $65,000 | +6.6% | 233 | 0.0% | 0.01% | +10.0% | |
| DWM | Sell | WISDOMTREE INTERNATIONAL EQUITY FUNDetf | $66,000 | -15.4% | 1,644 | -3.9% | 0.01% | -15.4% |
| HNDL | Sell | STRATEGY SHARES NASDAQ 7HANDL INDEX ETFetf | $66,000 | -9.6% | 3,416 | -3.7% | 0.01% | -8.3% |
| PFEB | INNOVATOR U.S. EQUITY POWER BUFFER ETF - FEBRUARYetf | $66,000 | -1.5% | 2,500 | 0.0% | 0.01% | 0.0% | |
| VIOO | VANGUARD S&P SMALL-CAP 600 ETFetf | $66,000 | -5.7% | 410 | 0.0% | 0.01% | 0.0% | |
| AFG | AMERICAN FINL GROUP INC OHIO COMstock | $69,000 | -11.5% | 561 | 0.0% | 0.01% | -15.4% | |
| GSLC | Buy | GOLDMAN SACHS ACTIVEBETA US LGCP EQ ETFetf | $66,000 | -2.9% | 931 | +2.6% | 0.01% | 0.0% |
| EWMC | Sell | INVESCO S&P MIDCAP 400 EQUAL WEIGHT ETFetf | $66,000 | -19.5% | 878 | -16.6% | 0.01% | -15.4% |
| FENY | Sell | FIDELITY MSCI ENERGY ETFetf | $65,000 | -9.7% | 3,269 | -12.4% | 0.01% | -8.3% |
| FNX | FIRST TRUST MID CAP CORE ALPHADEX ETFetf | $62,000 | -3.1% | 767 | 0.0% | 0.01% | -9.1% | |
| PNC | Sell | PNC FINL SVCS GROUP INC COMstock | $60,000 | -9.1% | 402 | -4.3% | 0.01% | -9.1% |
| MMP | MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LPstock | $61,000 | 0.0% | 1,280 | 0.0% | 0.01% | 0.0% | |
| VYMI | Sell | VANGUARD INTL HI DIV YLD IDX ETFetf | $61,000 | -15.3% | 1,172 | -4.1% | 0.01% | -16.7% |
| DEM | Sell | WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUNDetf | $61,000 | -11.6% | 1,869 | -0.1% | 0.01% | -9.1% |
| IWY | Buy | ISHARES RUSSELL TOP 200 GROWTH ETFetf | $59,000 | +11.3% | 493 | +17.4% | 0.01% | +11.1% |
| ONEV | Buy | SPDR RUSSELL 1000 LOW VOLATILITY FOCUS ETFetf | $62,000 | +40.9% | 673 | +50.9% | 0.01% | +42.9% |
| ILCG | Buy | ISHARES MORNINGSTAR GROWTH ETFetf | $64,000 | -3.0% | 1,318 | +0.1% | 0.01% | -9.1% |
| ITOT | Sell | ISHARES CORE S&P TOTAL US STOCK MKT ETFetf | $63,000 | -6.0% | 798 | -0.2% | 0.01% | -9.1% |
| SPVU | Sell | INVESCO S&P 500 ENHANCED VALUE ETFetf | $62,000 | -23.5% | 1,723 | -16.9% | 0.01% | -23.1% |
| WBA | WALGREENS BOOTS ALLIANCE INC COMstock | $62,000 | -17.3% | 1,972 | 0.0% | 0.01% | -16.7% | |
| IWN | ISHARES RUSSELL 2000 VALUE ETFetf | $63,000 | -6.0% | 492 | 0.0% | 0.01% | -9.1% | |
| ZBH | Buy | ZIMMER BIOMET HOLDINGS INC COMstock | $59,000 | +20.4% | 563 | +21.3% | 0.01% | +25.0% |
| USMF | Sell | WISDOMTREE U.S. MULTIFACTOR FUNDetf | $61,000 | -10.3% | 1,775 | -4.8% | 0.01% | -9.1% |
| IGLB | ISHARES 10 YEAR INVESTMENT GRADE CORPORATE BOND ETFetf | $57,000 | -9.5% | 1,179 | 0.0% | 0.01% | -10.0% | |
| RISN | Sell | INSPIRE TACTICAL BALANCED ETFetf | $53,000 | -25.4% | 2,292 | -22.9% | 0.01% | -25.0% |
| FDT | FIRST TRUST DEV MKTS EX-US ALPHADEX ETFetf | $58,000 | -13.4% | 1,395 | 0.0% | 0.01% | -18.2% | |
| NAD | NUVEEN QUALITY MUNCP INCOME FD COMcef | $57,000 | -12.3% | 5,195 | 0.0% | 0.01% | -18.2% | |
| FMS | FRESENIUS MED CARE AG&CO KGAA SPONSORED ADRadr | $56,000 | -43.4% | 3,960 | 0.0% | 0.01% | -43.8% | |
| IXN | ISHARES GLOBAL TECH ETFetf | $57,000 | -8.1% | 1,350 | 0.0% | 0.01% | -10.0% | |
| ATVI | New | ACTIVISION BLIZZARD INC COMstock | $58,000 | – | 775 | +100.0% | 0.01% | – |
| Sell | RIVIAN AUTOMOTIVE INC COM CL Astock | $57,000 | +16.3% | 1,742 | -7.9% | 0.01% | +12.5% | |
| FNDF | Buy | SCHWAB FUNDAMENTAL INTERNATIONAL LARGE CO. INDEX ETFetf | $57,000 | -9.5% | 2,279 | +1.7% | 0.01% | -10.0% |
| OEF | Buy | ISHARES S&P 100 ETFetf | $57,000 | +11.8% | 352 | +18.5% | 0.01% | +12.5% |
| DLTR | DOLLAR TREE INC COMstock | $54,000 | -12.9% | 400 | 0.0% | 0.01% | -10.0% | |
| TGH | Sell | TEXTAINER GROUP HOLDINGS LTD SHSstock | $54,000 | -11.5% | 2,025 | -8.7% | 0.01% | -10.0% |
| D | Buy | DOMINION ENERGY INC COMstock | $54,000 | +8.0% | 777 | +23.5% | 0.01% | +12.5% |
| SRLN | Sell | SPDR BLACKSTONE SENIOR LOAN ETFetf | $58,000 | -44.8% | 1,410 | -43.9% | 0.01% | -47.1% |
| IDU | ISHARES U.S. UTILITIES ETFetf | $57,000 | -5.0% | 704 | 0.0% | 0.01% | -10.0% | |
| BSV | Sell | VANGUARD SHORT TERM BONDetf | $58,000 | -10.8% | 774 | -8.6% | 0.01% | -18.2% |
| SLY | Sell | SPDR S&P 600 SMALL CAP ETFetf | $54,000 | -48.1% | 715 | -45.0% | 0.01% | -47.1% |
| FXR | FIRST TRUST INDTLS/PRDCRDURBALPHADEXETFetf | $57,000 | -5.0% | 1,239 | 0.0% | 0.01% | -10.0% | |
| SWK | Sell | STANLEY BLACK & DECKER INC COMstock | $57,000 | -40.6% | 756 | -17.7% | 0.01% | -43.8% |
| MS | Buy | MORGAN STANLEY COM NEWstock | $53,000 | +3.9% | 675 | +1.0% | 0.01% | +12.5% |
| SHY | Buy | ISHARES 1-3 YR TREASURY BOND ETFetf | $56,000 | +47.4% | 694 | +51.9% | 0.01% | +50.0% |
| SHW | SHERWIN WILLIAMS CO COMstock | $54,000 | -10.0% | 266 | 0.0% | 0.01% | -10.0% | |
| DIA | Buy | SPDR DOW JONES INDUSTRIAL AVERAGE ETFetf | $57,000 | +26.7% | 197 | +34.9% | 0.01% | +28.6% |
| JKHY | Buy | HENRY JACK & ASSOC INC COMstock | $50,000 | 0.0% | 277 | +0.4% | 0.01% | 0.0% |
| QUS | New | SPDR MSCI USA STRATEGICFACTORS ETFetf | $52,000 | – | 513 | +100.0% | 0.01% | – |
| CMA | COMERICA INC COMstock | $51,000 | -3.8% | 716 | 0.0% | 0.01% | -11.1% | |
| SHM | Sell | SPDR NUVEEN BLMBG ST MUNBD ETFetf | $46,000 | -96.9% | 1,000 | -96.8% | 0.01% | -96.7% |
| SYF | Buy | SYNCHRONY FINANCIAL COMstock | $47,000 | +2.2% | 1,685 | +0.4% | 0.01% | 0.0% |
| SQ | Buy | BLOCK INC CL Astock | $46,000 | -4.2% | 832 | +6.1% | 0.01% | 0.0% |
| Buy | BATH & BODY WORKS INC COMstock | $46,000 | +21.1% | 1,412 | +0.5% | 0.01% | +33.3% | |
| Buy | GENERAL ELECTRIC CO COM NEWstock | $46,000 | +4.5% | 740 | +6.8% | 0.01% | +14.3% | |
| MSI | Buy | MOTOROLA SOLUTIONS INC COM NEWstock | $46,000 | +109.1% | 207 | +93.5% | 0.01% | +100.0% |
| MU | Sell | MICRON TECHNOLOGY INC COMstock | $51,000 | -17.7% | 1,025 | -8.9% | 0.01% | -20.0% |
| XSVM | Buy | INVESCO S&P SMALLCAP VALUE WITH MOMENTUM ETFetf | $52,000 | -3.7% | 1,259 | +2.9% | 0.01% | -11.1% |
| MAR | MARRIOTT INTL INC NEW CL Astock | $46,000 | +4.5% | 326 | 0.0% | 0.01% | +14.3% | |
| BWA | Buy | BORGWARNER INC COMstock | $47,000 | -6.0% | 1,507 | +0.1% | 0.01% | 0.0% |
| AXP | AMERICAN EXPRESS CO COMstock | $50,000 | -3.8% | 372 | 0.0% | 0.01% | -11.1% | |
| UBS | UBS GROUP AG SHSstock | $47,000 | -9.6% | 3,221 | 0.0% | 0.01% | -11.1% | |
| RFG | INVESCO S&P MIDCAP 400 PURE GROWTH ETFetf | $50,000 | +2.0% | 300 | 0.0% | 0.01% | 0.0% | |
| ET | Buy | ENERGY TRANSFER L P COM UT LTD PTNstock | $46,000 | +43.8% | 4,210 | +31.2% | 0.01% | +60.0% |
| IDRV | Buy | ISHARES SELF-DRIVING EV AND TECH ETFetf | $51,000 | +2.0% | 1,527 | +11.8% | 0.01% | 0.0% |
| REM | Sell | ISHARES MORTGAGE REAL ESTATE CAPPED ETFetf | $51,000 | -28.2% | 2,425 | -8.9% | 0.01% | -33.3% |
| QDEF | FLEXSHARES QUALITY DIVIDEND DEFENSV ETFetf | $46,000 | -8.0% | 1,000 | 0.0% | 0.01% | 0.0% | |
| FAST | Buy | FASTENAL CO COMstock | $46,000 | 0.0% | 999 | +8.1% | 0.01% | 0.0% |
| GGN | Buy | GAMCO GLB GOLD NATURAL RES & INCOMEcef | $50,000 | -5.7% | 15,057 | +1.6% | 0.01% | -11.1% |
| CPK | CHESAPEAKE UTILS CORP COMstock | $52,000 | -10.3% | 450 | 0.0% | 0.01% | -20.0% | |
| RXI | ISHARES GLOBAL CONSUMER DISCRETIONARY ETFetf | $52,000 | -3.7% | 424 | 0.0% | 0.01% | -11.1% | |
| USIG | ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETFetf | $48,000 | -5.9% | 1,009 | 0.0% | 0.01% | 0.0% | |
| Buy | PHILLIPS EDISON & CO INC COMMON STOCKreit | $46,000 | +91.7% | 1,646 | +128.9% | 0.01% | +100.0% | |
| WOOD | Buy | ISHARES S&P GLOBAL TIMBER & FORESTRY INDEX FUNDetf | $50,000 | -9.1% | 770 | +3.9% | 0.01% | -11.1% |
| FAAR | FIRST TRUST ALTERNATIVE ABSOLUTE RETURN STRATEGY ETFetf | $52,000 | -7.1% | 1,675 | 0.0% | 0.01% | -11.1% | |
| DLS | Sell | WISDOMTREE INTERNATIONAL SMALLCAP DIVIDEND FUNDetf | $48,000 | -14.3% | 941 | -2.7% | 0.01% | -11.1% |
| PSX | Buy | PHILLIPS 66 COMstock | $48,000 | +4.3% | 600 | +6.4% | 0.01% | 0.0% |
| MDYV | SPDR S&P 400 MID CAP VALUE ETFetf | $50,000 | -3.8% | 860 | 0.0% | 0.01% | -11.1% | |
| Buy | CAPITAL GROUP CORE EQUITY ETFetf | $52,000 | +136.4% | 2,537 | +153.7% | 0.01% | +100.0% | |
| PAPR | INNOVATOR U.S. EQUITY POWER BUFFER ETF - APRILetf | $45,000 | 0.0% | 1,680 | 0.0% | 0.01% | 0.0% | |
| TAN | Buy | INVESCO SOLAR ETFetf | $43,000 | +10.3% | 579 | +7.0% | 0.01% | +16.7% |
| BSJO | Buy | INVESCO BULLETSHARES 2024 HIGH YIELD CORPORATE BOND ETFetf | $40,000 | 0.0% | 1,829 | +0.7% | 0.01% | 0.0% |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO COMstock | $41,000 | -18.0% | 571 | -12.2% | 0.01% | -12.5% |
| SCHH | Buy | SCHWAB U.S. REIT ETFetf | $45,000 | -8.2% | 2,386 | +1.9% | 0.01% | -12.5% |
| PMAR | INNOVATOR U.S. EQUITY POWER BUFFER ETF - MARCHetf | $44,000 | 0.0% | 1,500 | 0.0% | 0.01% | 0.0% | |
| ARKK | ARK INNOVATION ETFetf | $45,000 | -4.3% | 1,183 | 0.0% | 0.01% | -12.5% | |
| Buy | CAPITAL GROUP DIVIDEND VALUE ETFetf | $41,000 | +86.4% | 2,002 | +100.2% | 0.01% | +75.0% | |
| SPHY | SPDR PORTFOLIO HIGH YIELD BOND ETFetf | $44,000 | -2.2% | 2,000 | 0.0% | 0.01% | 0.0% | |
| FMF | FIRST TRUST MANAGED FUTURES STRATEGY FUNDetf | $41,000 | 0.0% | 800 | 0.0% | 0.01% | 0.0% | |
| IGF | ISHARES TRUST S&P GLOBAL INFRASTRUCTURetf | $42,000 | -10.6% | 1,000 | 0.0% | 0.01% | -12.5% | |
| USRT | ISHARES CORE U.S. REIT ETFetf | $43,000 | -10.4% | 904 | 0.0% | 0.01% | -12.5% | |
| DON | Sell | WISDOMTREE U.S. MIDCAP DIVIDEND FUNDetf | $43,000 | -8.5% | 1,132 | -5.3% | 0.01% | -12.5% |
| BAPR | INNOVATOR U.S. EQUITY BUFFER ETF - APRILetf | $44,000 | -2.2% | 1,500 | 0.0% | 0.01% | 0.0% | |
| HBAN | Buy | HUNTINGTON BANCSHARES INC COMstock | $44,000 | +29.4% | 3,331 | +16.2% | 0.01% | +16.7% |
| IXUS | Buy | ISHARES CORE MSCI TOTAL INTL STK ETFetf | $40,000 | +185.7% | 777 | +207.1% | 0.01% | +250.0% |
| PEO | ADAMS NATURAL RESOURCES FUNDcef | $45,000 | 0.0% | 2,300 | 0.0% | 0.01% | 0.0% | |
| VTC | VANGUARD TOTAL CORPORATE BOND ETFetf | $43,000 | -6.5% | 598 | 0.0% | 0.01% | -12.5% | |
| IVOL | Sell | QUADRATIC INTRST RT VOL & INFL H ETFetf | $44,000 | -32.3% | 1,995 | -22.5% | 0.01% | -36.4% |
| LVS | LAS VEGAS SANDS CORP COMstock | $40,000 | +14.3% | 1,054 | 0.0% | 0.01% | +16.7% | |
| ESGV | VANGUARD ESG US STOCK ETFetf | $44,000 | -6.4% | 707 | 0.0% | 0.01% | -12.5% | |
| DG | Buy | DOLLAR GEN CORPstock | $43,000 | -2.3% | 180 | +0.6% | 0.01% | 0.0% |
| VLO | Sell | VALERO ENERGY CORP COMstock | $43,000 | -32.8% | 400 | -33.3% | 0.01% | -36.4% |
| DKS | Sell | DICKS SPORTING GOODS INC COMstock | $42,000 | +23.5% | 402 | -11.1% | 0.01% | +16.7% |
| BOH | Sell | BANK HAWAII CORP COMstock | $42,000 | -16.0% | 556 | -17.8% | 0.01% | -12.5% |
| ZS | ZSCALER INC COMstock | $42,000 | +10.5% | 255 | 0.0% | 0.01% | +16.7% | |
| PYPL | PAYPAL HLDGS INC COMstock | $40,000 | +25.0% | 464 | 0.0% | 0.01% | +40.0% | |
| SJNK | Buy | SPDR BARCLAYS CAPITAL SHORT TERM HIGH YIELD BOND ETFetf | $39,000 | 0.0% | 1,646 | +1.5% | 0.01% | 0.0% |
| CLF | Buy | CLEVELAND-CLIFFS INC NEW COMstock | $35,000 | +9.4% | 2,589 | +23.3% | 0.01% | +20.0% |
| LYFT | LYFT INC CL A COMstock | $36,000 | 0.0% | 2,719 | 0.0% | 0.01% | 0.0% | |
| FANG | DIAMONDBACK ENERGY INC COMstock | $36,000 | 0.0% | 300 | 0.0% | 0.01% | 0.0% | |
| NVS | Buy | NOVARTIS AG SPONSORED ADRadr | $34,000 | +30.8% | 441 | +42.7% | 0.01% | +50.0% |
| REET | ISHARES GLOBAL REIT ETFetf | $36,000 | -12.2% | 1,700 | 0.0% | 0.01% | -14.3% | |
| SPDV | Buy | AAM S&P 500 HIGH DIVIDEND VALUE ETFetf | $38,000 | -9.5% | 1,476 | +1.0% | 0.01% | -14.3% |
| HYMB | Buy | SPDR NUVEEN BLOOMBERG HIGH YIELD MUNICIPAL BOND ETFetf | $35,000 | -5.4% | 723 | +0.8% | 0.01% | 0.0% |
| FTXO | FIRST TRUST NASDAQ BANK ETFetf | $38,000 | 0.0% | 1,465 | 0.0% | 0.01% | 0.0% | |
| TMUS | T-MOBILE US INC COMstock | $35,000 | 0.0% | 260 | 0.0% | 0.01% | 0.0% | |
| Buy | CAPITAL GROUP GROWTH ETFetf | $39,000 | +95.0% | 2,001 | +100.1% | 0.01% | +100.0% | |
| OHI | Buy | OMEGA HEALTHCARE INVS INC COMreit | $38,000 | +31.0% | 1,303 | +26.9% | 0.01% | +20.0% |
| Buy | INVENTRUST PPTYS CORP COM NEWreit | $34,000 | -17.1% | 1,580 | +0.4% | 0.01% | -14.3% | |
| PLD | Buy | PROLOGIS INC. COMreit | $38,000 | +8.6% | 378 | +26.0% | 0.01% | 0.0% |
| IUSG | Buy | ISHARES CORE S&P U.S. GROWTH ETFetf | $37,000 | -5.1% | 467 | +0.2% | 0.01% | 0.0% |
| FXN | FIRST TRUST ENERGY ALPHADEX ETFetf | $34,000 | +6.2% | 2,171 | 0.0% | 0.01% | +20.0% | |
| AZAL | New | ALLIANZIM U.S. LARGE CAP BUFFER10 JUL ETFetf | $39,000 | – | 1,500 | +100.0% | 0.01% | – |
| MOO | VANECK AGRIBUSINESS ETFetf | $36,000 | -5.3% | 445 | 0.0% | 0.01% | 0.0% | |
| JSMD | JANUS SMALL/MID CAP GROWTH ALPHA ETFetf | $36,000 | -2.7% | 727 | 0.0% | 0.01% | 0.0% | |
| HCA | Buy | HCA HEALTHCARE INC COMstock | $39,000 | +11.4% | 210 | +0.5% | 0.01% | 0.0% |
| NET | CLOUDFLARE INC CL A COMstock | $36,000 | +28.6% | 650 | 0.0% | 0.01% | +20.0% | |
| NUEM | Buy | NUVEEN ESG EMERGING MARKETS EQUITY ETFetf | $35,000 | -7.9% | 1,493 | +8.3% | 0.01% | 0.0% |
| ARKG | ARK GENOMIC REVOLUTION ETFetf | $36,000 | +2.9% | 1,104 | 0.0% | 0.01% | 0.0% | |
| MDY | SPDR S&P MIDCAP 400 ETF TRUSTetf | $34,000 | -2.9% | 85 | 0.0% | 0.01% | 0.0% | |
| CL | Sell | COLGATE PALMOLIVE CO COMstock | $30,000 | -25.0% | 427 | -13.7% | 0.01% | -28.6% |
| PJAN | INNOVATOR U.S. EQUITY POWER BUFFER ETF - JANUARYetf | $29,000 | -3.3% | 1,000 | 0.0% | 0.01% | 0.0% | |
| RYU | Buy | INVESCO S&P 500 EQUAL WEIGHT UTILITIES ETFetf | $32,000 | -5.9% | 304 | +0.7% | 0.01% | -16.7% |
| FEP | FIRST TRUST EUROPE ALPHADEX ETFetf | $30,000 | -14.3% | 1,128 | 0.0% | 0.01% | -16.7% | |
| LKFN | LAKELAND FINL CORP COMstock | $29,000 | +11.5% | 392 | 0.0% | 0.01% | +25.0% | |
| EQBK | EQUITY BANCSHARES INC COM CL Astock | $30,000 | +3.4% | 1,000 | 0.0% | 0.01% | 0.0% | |
| SPIP | Sell | SPDR PORTFOLIO TIPS ETFetf | $28,000 | -99.8% | 1,094 | -99.8% | 0.01% | -99.8% |
| AFIN | Buy | THE NECESSITY RETAIL REIT INC COM CLASS Areit | $31,000 | -18.4% | 5,335 | +2.0% | 0.01% | -16.7% |
| IBHD | New | ISHARES IBONDS 2024 TERM HIGH YIELD AND INCOME ETFetf | $29,000 | – | 1,300 | +100.0% | 0.01% | – |
| WEX | WEX INC COMstock | $33,000 | -19.5% | 263 | 0.0% | 0.01% | -28.6% | |
| KIM | KIMCO RLTY CORP COMreit | $31,000 | -6.1% | 1,661 | 0.0% | 0.01% | 0.0% | |
| EPD | ENTERPRISE PRODS PARTNERS L P COMstock | $30,000 | -3.2% | 1,263 | 0.0% | 0.01% | 0.0% | |
| SONO | SONOS INC COMstock | $29,000 | -23.7% | 2,100 | 0.0% | 0.01% | -16.7% | |
| USHY | Buy | ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETFetf | $33,000 | -2.9% | 980 | +0.4% | 0.01% | -16.7% |
| SEIX | VIRTUS SEIX SENIOR LOAN ETFetf | $28,000 | 0.0% | 1,195 | 0.0% | 0.01% | 0.0% | |
| DGS | Sell | WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUNDetf | $30,000 | -14.3% | 757 | -3.8% | 0.01% | -16.7% |
| MPW | MEDICAL PPTYS TRUST INC COMreit | $28,000 | -24.3% | 2,400 | 0.0% | 0.01% | -16.7% | |
| IWO | ISHARES RUSSELL 2000 GROWTH ETFetf | $29,000 | 0.0% | 139 | 0.0% | 0.01% | 0.0% | |
| VNOM | VIPER ENERGY PARTNERS LP COM UNT RP INTstock | $29,000 | +7.4% | 1,000 | 0.0% | 0.01% | +25.0% | |
| WEN | Buy | WENDYS CO COMstock | $30,000 | 0.0% | 1,597 | +0.4% | 0.01% | 0.0% |
| VTWG | New | VANGUARD RUSSELL 2000 GROWTH ETFetf | $28,000 | – | 185 | +100.0% | 0.01% | – |
| PAYC | PAYCOM SOFTWARE INC COMstock | $30,000 | +20.0% | 90 | 0.0% | 0.01% | +25.0% | |
| PFFV | Buy | GLOBAL X VARIABLE RATE PREFERRED ETFetf | $31,000 | +72.2% | 1,332 | +75.5% | 0.01% | +66.7% |
| PXE | INVESCO DYNAMIC ENERGY EXPLORATION & PRODUCTION ETFetf | $28,000 | +7.7% | 1,000 | 0.0% | 0.01% | +25.0% | |
| ISTB | ISHARES CORE 1-5 YEAR USD BOND ETFetf | $28,000 | 0.0% | 598 | 0.0% | 0.01% | 0.0% | |
| FNCL | FIDELITY MSCI FINANCIALS ETFetf | $29,000 | -3.3% | 675 | 0.0% | 0.01% | 0.0% | |
| CCL | CARNIVAL CORP COMMON STOCKstock | $28,000 | -20.0% | 4,011 | 0.0% | 0.01% | -16.7% | |
| BIL | Buy | SPDR BLMBG 1-3 MTH T-BILL ETFetf | $32,000 | +28.0% | 351 | +29.5% | 0.01% | +25.0% |
| LIT | Sell | GLOBAL X LITHIUM & BATTERY TECH ETFetf | $28,000 | -37.8% | 425 | -32.0% | 0.01% | -28.6% |
| ATO | Buy | ATMOS ENERGY CORP COMstock | $33,000 | +37.5% | 322 | +52.6% | 0.01% | +25.0% |
| AOM | Buy | ISHARES MODERATE ALLOCATION FUNDetf | $33,000 | -5.7% | 911 | +0.1% | 0.01% | -16.7% |
| ETJ | Buy | EATON VANCE RISK-MANAGED DIVER COMcef | $30,000 | +3.4% | 3,572 | +2.6% | 0.01% | 0.0% |
| UAL | Sell | UNITED AIRLS HLDGS INC COMstock | $29,000 | -12.1% | 900 | -3.1% | 0.01% | 0.0% |
| ADBE | ADOBE SYSTEMS INCORPORATED COMstock | $30,000 | -25.0% | 109 | 0.0% | 0.01% | -28.6% | |
| ZTO | ZTO EXPRESS CAYMAN INC SPONSORED ADS Aadr | $32,000 | -11.1% | 1,312 | 0.0% | 0.01% | -16.7% | |
| CF | CF INDS HLDGS INC COMstock | $31,000 | +14.8% | 317 | 0.0% | 0.01% | +25.0% | |
| IYC | Buy | ISHARES U.S. CONSUMER DISCRETIONARY ETFetf | $32,000 | +3.2% | 548 | +0.2% | 0.01% | 0.0% |
| QQEW | FIRST TRUST NASDAQ-100 EQUAL WTD ETFetf | $32,000 | -5.9% | 384 | 0.0% | 0.01% | -16.7% | |
| LGH | HCM DEFENDER 500 INDEX ETFetf | $29,000 | -6.5% | 885 | 0.0% | 0.01% | 0.0% | |
| New | DIMENSIONAL US MARKETWIDE VALUE ETFetf | $33,000 | – | 1,130 | +100.0% | 0.01% | – | |
| YYY | Buy | AMPLIFY HIGH INCOME ETFetf | $31,000 | +6.9% | 2,751 | +19.5% | 0.01% | 0.0% |
| ITB | Buy | ISHARES US HOME CONSTRUCTION ETFetf | $29,000 | 0.0% | 553 | +0.2% | 0.01% | 0.0% |
| RCL | ROYAL CARIBBEAN GROUP COMstock | $26,000 | +8.3% | 690 | 0.0% | 0.00% | 0.0% | |
| IQDG | Sell | WISDOMTREE INTERNATIONAL QUALITY DIVIDEND GROWTH FUNDetf | $24,000 | -11.1% | 905 | -1.5% | 0.00% | 0.0% |
| CACI | New | CACI INTL INC CL Astock | $26,000 | – | 100 | +100.0% | 0.00% | – |
| AB | New | ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTNstock | $27,000 | – | 764 | +100.0% | 0.00% | – |
| XEL | Buy | XCEL ENERGY INC COMstock | $26,000 | -7.1% | 399 | +0.8% | 0.00% | -20.0% |
| KMI | Buy | KINDER MORGAN INC DEL COMstock | $22,000 | 0.0% | 1,301 | +1.4% | 0.00% | 0.0% |
| NOCT | INNOVATOR NASDAQ-100 POWER BUFFER ETF- OCTOBERetf | $26,000 | 0.0% | 750 | 0.0% | 0.00% | 0.0% | |
| ZM | ZOOM VIDEO COMMUNICATIONS INC CL Astock | $22,000 | -31.2% | 298 | 0.0% | 0.00% | -20.0% | |
| PIE | Buy | INVESCO DWA EMERGING MARKETS MOMENTUM ETFetf | $27,000 | +3.8% | 1,626 | +15.5% | 0.00% | 0.0% |
| RPM | Buy | RPM INTL INC COMstock | $26,000 | +30.0% | 307 | +22.3% | 0.00% | +33.3% |
| LRCX | Buy | LAM RESEARCH CORP COMstock | $24,000 | -14.3% | 66 | +1.5% | 0.00% | -20.0% |
| EOG | EOG RES INC COMstock | $22,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
| MRO | Buy | MARATHON OIL CORP COMstock | $24,000 | +26.3% | 1,067 | +28.4% | 0.00% | +33.3% |
| PKG | PACKAGING CORP AMER COMstock | $23,000 | -17.9% | 202 | 0.0% | 0.00% | -20.0% | |
| IBUY | AMPLIFY ONLINE RETAIL ETFetf | $26,000 | -3.7% | 651 | 0.0% | 0.00% | 0.0% | |
| PCY | INVESCO EMERGING MARKETS SOVEREIGN DEBT ETFetf | $22,000 | -8.3% | 1,302 | 0.0% | 0.00% | 0.0% | |
| GPN | GLOBAL PMTS INC COMstock | $26,000 | -3.7% | 243 | 0.0% | 0.00% | 0.0% | |
| MGM | MGM RESORTS INTERNATIONAL COMstock | $24,000 | +4.3% | 800 | 0.0% | 0.00% | 0.0% | |
| PIO | INVESCO GLOBAL WATER ETFetf | $23,000 | -4.2% | 787 | 0.0% | 0.00% | 0.0% | |
| RYE | Buy | INVESCO S&P 500 EQUAL WEIGHT ENERGY ETFetf | $24,000 | 0.0% | 387 | +0.5% | 0.00% | 0.0% |
| CHIQ | GLOBAL X MSCI CHINA CONSUMER DISCRETIONARY ETFetf | $22,000 | -24.1% | 1,215 | 0.0% | 0.00% | -20.0% | |
| DLN | WISDOMTREE U.S. LARGECAP DIVIDEND FUNDetf | $26,000 | -7.1% | 472 | 0.0% | 0.00% | -20.0% | |
| DGRS | Sell | WISDOMTREE U.S. SMALLCAP QUALITY DIVIDEND GROWTH FUNDetf | $27,000 | -12.9% | 756 | -4.5% | 0.00% | -20.0% |
| XHB | SPDR S&P HOMEBUILDERS ETFetf | $24,000 | 0.0% | 438 | 0.0% | 0.00% | 0.0% | |
| CHPT | Buy | CHARGEPOINT HOLDINGS INC COM CL Astock | $23,000 | +228.6% | 1,534 | +187.3% | 0.00% | +300.0% |
| IYM | Buy | ISHARES U.S. BASIC MATERIALS ETFetf | $22,000 | -8.3% | 205 | +0.5% | 0.00% | 0.0% |
| BIDU | BAIDU INC SPON ADR REP Aadr | $23,000 | -23.3% | 200 | 0.0% | 0.00% | -20.0% | |
| DHR | DANAHER CORPORATION COMstock | $24,000 | 0.0% | 93 | 0.0% | 0.00% | 0.0% | |
| SPTL | Sell | SPDR PORTFOLIO LONG TERM TREASURY ETFetf | $22,000 | -40.5% | 753 | -32.5% | 0.00% | -33.3% |
| FCTR | FIRST TRUST LUNT US FACTOR ROTATION ETFetf | $22,000 | -4.3% | 845 | 0.0% | 0.00% | 0.0% | |
| ADP | Sell | AUTOMATIC DATA PROCESSING INC COMstock | $23,000 | -46.5% | 103 | -49.3% | 0.00% | -42.9% |
| CSL | CARLISLE COS INC COMstock | $22,000 | +22.2% | 77 | 0.0% | 0.00% | +33.3% | |
| FMAT | FIDELITY MSCI MATERIALS INDEX ETFetf | $27,000 | -6.9% | 712 | 0.0% | 0.00% | -20.0% | |
| XBI | Sell | SPDR S&P BIOTECH ETFetf | $27,000 | -3.6% | 342 | -8.8% | 0.00% | -20.0% |
| SIRI | SIRIUS XM HOLDINGS INC COMstock | $23,000 | -8.0% | 4,000 | 0.0% | 0.00% | 0.0% | |
| IGE | ISHARES NORTH AMERICAN NATURAL RESOURCESetf | $26,000 | -3.7% | 748 | 0.0% | 0.00% | 0.0% | |
| PFFD | Sell | GLOBAL X US PREFERRED ETFetf | $23,000 | -11.5% | 1,134 | -8.4% | 0.00% | 0.0% |
| NOC | Buy | NORTHROP GRUMMAN CORP COMstock | $22,000 | +15.8% | 46 | +15.0% | 0.00% | +33.3% |
| PDBC | INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NOA K-1A ETFetf | $22,000 | -12.0% | 1,375 | 0.0% | 0.00% | 0.0% | |
| HYS | Buy | PIMCO 0-5 YEAR HIGH YIELD CORPORATE BOND INDEX EXCHANGE-TRADED FUNDetf | $26,000 | 0.0% | 298 | +1.4% | 0.00% | 0.0% |
| WWJD | Buy | INSPIRE INTERNATIONAL ETFetf | $27,000 | -6.9% | 1,218 | +4.1% | 0.00% | -20.0% |
| GM | Buy | GENERAL MTRS CO COMstock | $22,000 | +57.1% | 686 | +55.9% | 0.00% | +100.0% |
| EZM | WISDOMTREE U.S. MIDCAP FUNDetf | $24,000 | -4.0% | 547 | 0.0% | 0.00% | 0.0% | |
| USO | UNITED STATES OIL FUND LPetf | $23,000 | -17.9% | 350 | 0.0% | 0.00% | -20.0% | |
| GNTX | Buy | GENTEX CORP COMstock | $26,000 | +550.0% | 1,094 | +659.7% | 0.00% | +300.0% |
| IHAK | Buy | ISHARES CYBERSECURITY AND TECH ETFetf | $23,000 | +35.3% | 681 | +41.9% | 0.00% | +33.3% |
| Buy | SHELL PLC SPON ADSadr | $24,000 | -4.0% | 479 | +1.1% | 0.00% | 0.0% | |
| GME | Buy | GAMESTOP CORP NEW CL Astock | $26,000 | -18.8% | 1,032 | +300.0% | 0.00% | -20.0% |
| X | Buy | UNITED STATES STL CORP NEW COMstock | $23,000 | 0.0% | 1,291 | +0.1% | 0.00% | 0.0% |
| GDX | VANECK GOLD MINERS ETFetf | $23,000 | -14.8% | 972 | 0.0% | 0.00% | 0.0% | |
| HFRO | HIGHLAND INCOME FD HIGHLAND INCOMEcef | $23,000 | -14.8% | 2,363 | 0.0% | 0.00% | 0.0% | |
| PDP | INVESCO DWA MOMENTUM ETFetf | $24,000 | 0.0% | 356 | 0.0% | 0.00% | 0.0% | |
| New | GSK PLC SPONSORED ADRadr | $22,000 | – | 762 | +100.0% | 0.00% | – | |
| AAP | New | ADVANCE AUTO PARTS INC COMstock | $23,000 | – | 150 | +100.0% | 0.00% | – |
| AZAO | New | ALLIANZIM U.S. LARGE CAP BUFFER10 OCT ETFetf | $24,000 | – | 900 | +100.0% | 0.00% | – |
| PHO | INVESCO WATER RESOURCES ETFetf | $26,000 | 0.0% | 566 | 0.0% | 0.00% | 0.0% | |
| BABA | ALIBABA GROUP HLDG LTD SPONSORED ADSadr | $26,000 | -31.6% | 331 | 0.0% | 0.00% | -33.3% | |
| USFD | US FOODS HLDG CORP COMstock | $16,000 | -11.1% | 600 | 0.0% | 0.00% | 0.0% | |
| IXG | ISHARES GLOBAL FINANCIALS ETFetf | $20,000 | -4.8% | 322 | 0.0% | 0.00% | 0.0% | |
| IYR | ISHARES U.S. REAL ESTATE ETFetf | $18,000 | -10.0% | 215 | 0.0% | 0.00% | 0.0% | |
| DJUL | New | FT CBOE VEST U.S. EQUITY DEEP BUFFER ETF - JULYetf | $20,000 | – | 681 | +100.0% | 0.00% | – |
| TRTN | TRITON INTL LTD CL Astock | $16,000 | 0.0% | 301 | 0.0% | 0.00% | 0.0% | |
| SCHB | SCHWAB U.S. BROAD MARKET ETFetf | $17,000 | -5.6% | 400 | 0.0% | 0.00% | 0.0% | |
| ICLN | ISHARES S&P GLOBAL CLEAN ENERGY INDEX FUNDetf | $17,000 | 0.0% | 869 | 0.0% | 0.00% | 0.0% | |
| UOCT | INNOVATOR U.S. EQUITY ULTRA BUFFER ETF A OCTOBERetf | $21,000 | 0.0% | 800 | 0.0% | 0.00% | 0.0% | |
| LOUP | INNOVATOR LOUP FRONTIER TECH ETFetf | $18,000 | -10.0% | 680 | 0.0% | 0.00% | 0.0% | |
| EBND | Sell | SPDR BLOOMBERG EMERGING MARKETS LOCAL BOND ETFetf | $16,000 | -56.8% | 862 | -52.1% | 0.00% | -50.0% |
| SYK | Buy | STRYKER CORPORATION COMstock | $17,000 | +750.0% | 86 | +681.8% | 0.00% | – |
| FEM | Buy | FIRST TRUST EMERGING MRKTS ALPHADEX ETFetf | $19,000 | -13.6% | 1,036 | +0.1% | 0.00% | -25.0% |
| FYX | Buy | FIRST TRUST SMALL CAP CORE ALPHADEX ETFetf | $21,000 | -8.7% | 296 | +0.3% | 0.00% | -25.0% |
| DWX | Sell | SPDR S&P INTERNATIONAL DIVIDEND ETFetf | $19,000 | -45.7% | 644 | -37.0% | 0.00% | -50.0% |
| AOA | ISHARES CORE AGGRESSIVE ALLOCATION ETFetf | $16,000 | -5.9% | 287 | 0.0% | 0.00% | 0.0% | |
| AOR | ISHARES GROWTH ALLOCATION FUNDetf | $19,000 | -9.5% | 432 | 0.0% | 0.00% | 0.0% | |
| STOR | Buy | STORE CAP CORP COMreit | $17,000 | +325.0% | 550 | +266.7% | 0.00% | +200.0% |
| FIW | Sell | FIRST TRUST WATER ETFetf | $19,000 | -29.6% | 260 | -30.7% | 0.00% | -25.0% |
| FFBC | FIRST FINL BANCORP OH COMstock | $20,000 | +5.3% | 967 | 0.0% | 0.00% | 0.0% | |
| FLGT | FULGENT GENETICS INC COMstock | $17,000 | -32.0% | 450 | 0.0% | 0.00% | -25.0% | |
| CHRW | Buy | C H ROBINSON WORLDWIDE INC COM NEWstock | $17,000 | +70.0% | 174 | +74.0% | 0.00% | +50.0% |
| CUZ | COUSINS PPTYS INC COM NEWreit | $16,000 | -20.0% | 693 | 0.0% | 0.00% | 0.0% | |
| GDV | GABELLI DIVIDEND & INCOMEcef | $19,000 | -9.5% | 1,010 | 0.0% | 0.00% | 0.0% | |
| SEIC | SEI INVTS CO COMstock | $16,000 | -5.9% | 320 | 0.0% | 0.00% | 0.0% | |
| EXC | Sell | EXELON CORP COMstock | $20,000 | -58.3% | 522 | -50.9% | 0.00% | -62.5% |
| FNDE | Buy | SCHWAB FUNDAMENTAL EMERGING MARKETS LARGE CO. INDEX ETFetf | $18,000 | -10.0% | 781 | +1.7% | 0.00% | 0.0% |
| RGLD | New | ROYAL GOLD INC COMstock | $19,000 | – | 200 | +100.0% | 0.00% | – |
| Sell | WARNER BROS DISCOVERY INC COM SER Astock | $20,000 | -71.8% | 1,751 | -67.0% | 0.00% | -75.0% | |
| JMOM | Buy | JPMORGAN U.S. MOMENTUM FACTOR ETFetf | $16,000 | +128.6% | 467 | +139.5% | 0.00% | +200.0% |
| HUM | Buy | HUMANA INC COMstock | $20,000 | +25.0% | 42 | +20.0% | 0.00% | 0.0% |
| FNDA | Buy | SCHWAB FUNDAMENTAL US SMALL CO. INDEX ETFetf | $19,000 | -5.0% | 439 | +1.9% | 0.00% | 0.0% |
| New | WISDOMTREE FLOATING RATE TREASURY FUNDetf | $16,000 | – | 324 | +100.0% | 0.00% | – | |
| CTVA | Buy | CORTEVA INC COMstock | $20,000 | +5.3% | 344 | +0.3% | 0.00% | 0.0% |
| RGEN | REPLIGEN CORP COMstock | $19,000 | +18.8% | 100 | 0.0% | 0.00% | 0.0% | |
| CTAS | CINTAS CORP COMstock | $21,000 | +5.0% | 55 | 0.0% | 0.00% | 0.0% | |
| JCI | JOHNSON CTLS INTL PLC SHSstock | $20,000 | 0.0% | 415 | 0.0% | 0.00% | 0.0% | |
| AIG | Buy | AMERICAN INTL GROUP INC COM NEWstock | $18,000 | -5.3% | 375 | +0.5% | 0.00% | 0.0% |
| HPQ | Buy | HP INC COMstock | $20,000 | +25.0% | 809 | +66.5% | 0.00% | 0.0% |
| META | ROUNDHILL BALL METAVERSE ETFetf | $21,000 | -4.5% | 2,800 | 0.0% | 0.00% | -25.0% | |
| LUCID GROUP INC COMstock | $19,000 | -17.4% | 1,340 | 0.0% | 0.00% | -25.0% | ||
| TMFC | MOTLEY FOOL 100 INDEX ETFetf | $18,000 | -5.3% | 599 | 0.0% | 0.00% | 0.0% | |
| MGY | MAGNOLIA OIL & GAS CORP CL Astock | $20,000 | -4.8% | 1,000 | 0.0% | 0.00% | 0.0% | |
| SCHC | Buy | SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETFetf | $21,000 | -8.7% | 769 | +2.3% | 0.00% | -25.0% |
| DD | Buy | DUPONT DE NEMOURS INC COMstock | $16,000 | -5.9% | 316 | +0.6% | 0.00% | 0.0% |
| BUD | Sell | ANHEUSER BUSCH INBEV SA/NV SPONSORED ADRadr | $18,000 | -43.8% | 396 | -32.9% | 0.00% | -40.0% |
| PRU | Buy | PRUDENTIAL FINL INCstock | $18,000 | +125.0% | 205 | +141.2% | 0.00% | +200.0% |
| WKHS | WORKHORSE GROUP INC COM NEWstock | $17,000 | +6.2% | 5,980 | 0.0% | 0.00% | 0.0% | |
| ANEW | Buy | PROSHARES MSCI TRANSFORMATIONAL CHANGES ETFetf | $18,000 | +20.0% | 617 | +34.1% | 0.00% | +50.0% |
| DBC | INVESCO DB COMMODITY INDEX TRACKING FUNDetf | $19,000 | -9.5% | 801 | 0.0% | 0.00% | 0.0% | |
| MWA | MUELLER WTR PRODS INC COM SER Astock | $21,000 | -8.7% | 2,000 | 0.0% | 0.00% | -25.0% | |
| NIO | NIO INC SPON ADSadr | $17,000 | -26.1% | 1,050 | 0.0% | 0.00% | -25.0% | |
| LSST | NATIXIS LOOMIS SAYLES SHORT DURATION INCOME ETFetf | $18,000 | 0.0% | 750 | 0.0% | 0.00% | 0.0% | |
| NEM | Buy | NEWMONT CORP COMstock | $19,000 | -29.6% | 448 | +0.7% | 0.00% | -25.0% |
| New | DIMENSIONAL CORE FIXED INCOME ETFetf | $20,000 | – | 501 | +100.0% | 0.00% | – | |
| RIG | TRANSOCEAN LTD REG SHSstock | $18,000 | -25.0% | 7,300 | 0.0% | 0.00% | -25.0% | |
| PENN | Buy | PENN ENTERTAINMENT INC COMstock | $19,000 | 0.0% | 681 | +8.1% | 0.00% | 0.0% |
| TWTR | TWITTER INC COMstock | $20,000 | +17.6% | 459 | 0.0% | 0.00% | 0.0% | |
| TSCO | TRACTOR SUPPLY CO COMstock | $19,000 | -5.0% | 103 | 0.0% | 0.00% | 0.0% | |
| SPHD | INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETFetf | $20,000 | -9.1% | 500 | 0.0% | 0.00% | -25.0% | |
| FOF | COHEN & STEERS CLOSED-END OPPcef | $17,000 | -10.5% | 1,758 | 0.0% | 0.00% | 0.0% | |
| NUBD | Buy | NUVEEN ESG U.S. AGGREGATE BOND ETFetf | $17,000 | +41.7% | 797 | +54.2% | 0.00% | +50.0% |
| TPSC | Sell | TIMOTHY PLAN US SMALL CAP CORE ETFetf | $21,000 | -30.0% | 753 | -27.6% | 0.00% | -40.0% |
| BJ | New | BJS WHSL CLUB HLDGS INC COMstock | $20,000 | – | 277 | +100.0% | 0.00% | – |
| ORI | OLD REP INTL CORP COMstock | $16,000 | -5.9% | 748 | 0.0% | 0.00% | 0.0% | |
| OMER | Buy | OMEROS CORP COMstock | $19,000 | +137.5% | 6,050 | +101.7% | 0.00% | +200.0% |
| DTE | Sell | DTE ENERGY CO COMstock | $21,000 | -12.5% | 181 | -3.7% | 0.00% | -25.0% |
| SAND | Sell | SANDSTORM GOLD LTD COM NEWstock | $18,000 | -67.9% | 3,421 | -63.7% | 0.00% | -66.7% |
| SPYD | Sell | SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETFetf | $20,000 | -52.4% | 552 | -47.7% | 0.00% | -57.1% |
| QLC | Buy | FLEXSHARES US QUALITY LARGE CAP INDEX FUNDetf | $18,000 | -5.3% | 466 | +0.4% | 0.00% | 0.0% |
| Sell | DRAFTKINGS INC NEW COM CL Astock | $15,000 | +15.4% | 1,000 | -11.5% | 0.00% | 0.0% | |
| VTWV | New | VANGUARD RUSSELL 2000 VALUE ETFetf | $14,000 | – | 124 | +100.0% | 0.00% | – |
| HYLB | New | XTRACKERS USD HIGH YIELD CORP BD ETFetf | $13,000 | – | 388 | +100.0% | 0.00% | – |
| VTWO | VANGUARD RUSSELL 2000 ETFetf | $10,000 | -9.1% | 154 | 0.0% | 0.00% | 0.0% | |
| Y | ALLEGHANY CORP MD COMstock | $13,000 | 0.0% | 15 | 0.0% | 0.00% | 0.0% | |
| BUZZ | Buy | VANECK SOCIAL SENTIMENT ETFetf | $13,000 | 0.0% | 1,041 | +4.1% | 0.00% | 0.0% |
| FM | ISHARES MSCI FRONTIER 100 ETFetf | $12,000 | -14.3% | 507 | 0.0% | 0.00% | 0.0% | |
| PKB | INVESCO DYNAMIC BUILDING & CONSTRUCTION ETFetf | $13,000 | 0.0% | 350 | 0.0% | 0.00% | 0.0% | |
| SPLB | Sell | SPDR PORTFOLIO LONG TERM CORPORATE BOND ETFetf | $11,000 | -50.0% | 522 | -43.3% | 0.00% | -50.0% |
| BDC | Buy | BELDEN INC COMstock | $10,000 | +150.0% | 163 | +106.3% | 0.00% | +100.0% |
| SIVR | ABRDN PHYSICAL SILVER SHARES ETFetf | $15,000 | -6.2% | 835 | 0.0% | 0.00% | -33.3% | |
| CASY | CASEYS GEN STORES INC COMstock | $13,000 | +8.3% | 66 | 0.0% | 0.00% | 0.0% | |
| BILL | BILL COM HLDGS INC COMstock | $13,000 | +18.2% | 100 | 0.0% | 0.00% | 0.0% | |
| RGR | STURM RUGER & CO INC COMstock | $14,000 | -17.6% | 270 | 0.0% | 0.00% | -33.3% | |
| BLK | BLACKROCK INC COMstock | $12,000 | -7.7% | 21 | 0.0% | 0.00% | 0.0% | |
| MORN | Buy | MORNINGSTAR INC COMstock | $10,000 | +25.0% | 48 | +45.5% | 0.00% | +100.0% |
| VICI | VICI PPTYS INC COMreit | $13,000 | 0.0% | 424 | 0.0% | 0.00% | 0.0% | |
| PHYL | Buy | PGIM ACTIVE HIGH YIELD BOND ETFetf | $11,000 | 0.0% | 323 | +1.6% | 0.00% | 0.0% |
| SWKS | Buy | SKYWORKS SOLUTIONS INC COMstock | $14,000 | +55.6% | 160 | +60.0% | 0.00% | +100.0% |
| NRG | NRG ENERGY INC COM NEWstock | $12,000 | 0.0% | 317 | 0.0% | 0.00% | 0.0% | |
| STT | Buy | STATE STR CORP COMstock | $10,000 | +100.0% | 172 | +126.3% | 0.00% | +100.0% |
| APPN | APPIAN CORP CL Astock | $11,000 | -15.4% | 275 | 0.0% | 0.00% | 0.0% | |
| SAP | SAP SE SPON ADRadr | $10,000 | -9.1% | 124 | 0.0% | 0.00% | 0.0% | |
| EW | EDWARDS LIFESCIENCES CORP COMstock | $15,000 | -11.8% | 180 | 0.0% | 0.00% | -33.3% | |
| WIRE | Buy | ENCORE WIRE CORP COMstock | $10,000 | +100.0% | 86 | +72.0% | 0.00% | +100.0% |
| DFS | Buy | DISCOVER FINL SVCS COMstock | $14,000 | 0.0% | 153 | +0.7% | 0.00% | 0.0% |
| Sell | CONSTELLATION ENERGY CORP COMstock | $12,000 | -33.3% | 141 | -56.1% | 0.00% | -33.3% | |
| FNDC | Sell | SCHWAB FUNDAMENTAL INTERNATIONAL SMALL CO. INDEX ETFetf | $11,000 | -15.4% | 394 | -8.6% | 0.00% | 0.0% |
| SCZ | Sell | ISHARES MSCI EAFE SMALL CAP ETFetf | $13,000 | -70.5% | 269 | -66.4% | 0.00% | -71.4% |
| LYB | LYONDELLBASELL INDUSTRIES N V SHS - A -stock | $15,000 | -16.7% | 203 | 0.0% | 0.00% | -33.3% | |
| EFX | EQUIFAX INC COMstock | $13,000 | -7.1% | 75 | 0.0% | 0.00% | 0.0% | |
| WTRG | Buy | ESSENTIAL UTILS INC COMstock | $12,000 | -7.7% | 286 | +0.4% | 0.00% | 0.0% |
| NKE | Buy | NIKE INC CL Bstock | $11,000 | 0.0% | 130 | +23.8% | 0.00% | 0.0% |
| UNG | UNITED STATES NATURAL GAS FUND LPetf | $12,000 | +20.0% | 500 | 0.0% | 0.00% | 0.0% | |
| TDTT | FLEXSHARES IBOXX 3YR TARGET DUR TIPS ETFetf | $13,000 | -7.1% | 567 | 0.0% | 0.00% | 0.0% | |
| ETSY | ETSY INC COMstock | $14,000 | +40.0% | 140 | 0.0% | 0.00% | 0.0% | |
| LIVN | LIVANOVA PLC SHSstock | $10,000 | -16.7% | 200 | 0.0% | 0.00% | 0.0% | |
| URI | UNITED RENTALS INC COMstock | $11,000 | +10.0% | 40 | 0.0% | 0.00% | 0.0% | |
| ACA | New | ARCOSA INC COMstock | $12,000 | – | 205 | +100.0% | 0.00% | – |
| BNTX | BIONTECH SE SPONSORED ADSadr | $13,000 | -13.3% | 100 | 0.0% | 0.00% | 0.0% | |
| ARKW | ARK NEXT GENERATION INTERNET ETFetf | $14,000 | -12.5% | 317 | 0.0% | 0.00% | -33.3% | |
| SUSB | Sell | ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETFetf | $15,000 | -11.8% | 620 | -11.8% | 0.00% | -33.3% |
| BTEC | PRINCIPAL HEALTHCARE INNOVATORS ETFetf | $10,000 | 0.0% | 297 | 0.0% | 0.00% | 0.0% | |
| PFG | New | PRINCIPAL FINANCIAL GROUP INC COMstock | $12,000 | – | 166 | +100.0% | 0.00% | – |
| DIGITAL WORLD ACQUISITION CORP CLASS A COMstock | $13,000 | -27.8% | 750 | 0.0% | 0.00% | -33.3% | ||
| EAD | ALLSPRING INCOME OPPORTUNIT INC OPPTY FDcef | $11,000 | 0.0% | 1,700 | 0.0% | 0.00% | 0.0% | |
| New | HEALTHCARE RLTY TR CL A COMreit | $10,000 | – | 473 | +100.0% | 0.00% | – | |
| AOSL | ALPHA & OMEGA SEMICONDUCTOR LT SHSstock | $12,000 | -7.7% | 387 | 0.0% | 0.00% | 0.0% | |
| FICO | FAIR ISAAC CORP COMstock | $12,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% | |
| FPI | New | FARMLAND PARTNERS INC COMreit | $13,000 | – | 1,000 | +100.0% | 0.00% | – |
| FTV | Buy | FORTIVE CORP COMstock | $11,000 | +10.0% | 182 | +0.6% | 0.00% | 0.0% |
| ARKQ | ARK AUTONOMOUS TECHNOLOGY & ROBOTICS ETFetf | $10,000 | -9.1% | 215 | 0.0% | 0.00% | 0.0% | |
| SPG | Buy | SIMON PPTY GROUP INC NEW COMreit | $12,000 | +200.0% | 135 | +221.4% | 0.00% | +100.0% |
| New | RUMBLE INC COM CL Astock | $13,000 | – | 1,100 | +100.0% | 0.00% | – | |
| LNG | New | CHENIERE ENERGY INCstock | $10,000 | – | 62 | +100.0% | 0.00% | – |
| FBC | FLAGSTAR BANCORP INC COM PAR .001stock | $10,000 | -9.1% | 301 | 0.0% | 0.00% | 0.0% | |
| QCLN | FIRST TRUST NASDAQ CLN EDGE GRNENGYETFetf | $10,000 | 0.0% | 183 | 0.0% | 0.00% | 0.0% | |
| DDWM | WISDOMTREE DYNAMIC CURRENCY HEDGED INTERNATIONAL EQUITY FUNDetf | $13,000 | -7.1% | 495 | 0.0% | 0.00% | 0.0% | |
| New | NUSCALE PWR CORP CL A COMstock | $12,000 | – | 1,000 | +100.0% | 0.00% | – | |
| DVN | Sell | DEVON ENERGY CORP NEW COMstock | $12,000 | -45.5% | 200 | -50.0% | 0.00% | -50.0% |
| TTE | TOTALENERGIES SE SPONSORED ADSadr | $14,000 | -12.5% | 300 | 0.0% | 0.00% | -33.3% | |
| NUSC | Buy | NUVEEN ESG SMALL-CAP ETFetf | $15,000 | 0.0% | 468 | +1.7% | 0.00% | 0.0% |
| ILCV | Buy | ISHARES MORNINGSTAR LARGE-CAP VALUE ETFetf | $12,000 | 0.0% | 207 | +1.0% | 0.00% | 0.0% |
| IJUL | New | INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - JULYetf | $14,000 | – | 670 | +100.0% | 0.00% | – |
| WFHY | WISDOMTREE FUNDAMENTAL U.S. HIGH YIELD CORPORATE BOND FUNDetf | $10,000 | -9.1% | 244 | 0.0% | 0.00% | 0.0% | |
| DWPP | Buy | FIRST TRUST DORSEY WRIGHT PEOPLE'S PORTFOLIO ETFetf | $15,000 | 0.0% | 553 | +1.1% | 0.00% | 0.0% |
| CAPSTONE GREEN ENERGY CORP COMstock | $13,000 | -27.8% | 7,450 | 0.0% | 0.00% | -33.3% | ||
| KBWY | Sell | INVESCO KBW PREMIUM YIELD EQ REIT ETFetf | $10,000 | -44.4% | 504 | -37.1% | 0.00% | -33.3% |
| FLO | Buy | FLOWERS FOODS INC COMstock | $11,000 | -8.3% | 448 | +0.9% | 0.00% | 0.0% |
| New | 374WATER INC COMstock | $11,000 | – | 3,800 | +100.0% | 0.00% | – | |
| QTEC | FIRST TRUST NASDAQ-100-TECH SECTOR ETFetf | $12,000 | -7.7% | 111 | 0.0% | 0.00% | 0.0% | |
| GSG | ISHARES GSCI COMMODITY-INDEXED TRUSTetf | $14,000 | -12.5% | 700 | 0.0% | 0.00% | -33.3% | |
| ONB | OLD NATL BANCORP IND COMstock | $11,000 | +10.0% | 668 | 0.0% | 0.00% | 0.0% | |
| SBIO | New | ALPS MEDICAL BREAKTHROUGHS ETFetf | $15,000 | – | 500 | +100.0% | 0.00% | – |
| QQQM | Sell | INVESCO NASDAQ 100 ETFetf | $15,000 | -28.6% | 139 | -22.8% | 0.00% | -33.3% |
| GII | Sell | SPDR S&P GLOBAL INFRASTRUCTURE ETFetf | $13,000 | -55.2% | 270 | -49.6% | 0.00% | -60.0% |
| IQDE | FLEXSHARES INTL QUAL DIV DEFENSV ETFetf | $14,000 | -12.5% | 850 | 0.0% | 0.00% | -33.3% | |
| NGVT | New | INGEVITY CORP COMstock | $13,000 | – | 213 | +100.0% | 0.00% | – |
| TEN | TENNECO INC CL A VTG COM STKstock | $11,000 | 0.0% | 650 | 0.0% | 0.00% | 0.0% | |
| SPTM | Sell | SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETFetf | $15,000 | -77.9% | 337 | -76.9% | 0.00% | -81.8% |
| OGN | Buy | ORGANON & CO COMMON STOCKstock | $11,000 | -8.3% | 474 | +35.0% | 0.00% | 0.0% |
| LYV | LIVE NATION ENTERTAINMENT INC COMstock | $10,000 | -9.1% | 135 | 0.0% | 0.00% | 0.0% | |
| JETS | US GLOBAL JETS ETFetf | $12,000 | -7.7% | 800 | 0.0% | 0.00% | 0.0% | |
| LRFC | LOGAN RIDGE FINANCE CORP COMcef | $10,000 | +11.1% | 558 | 0.0% | 0.00% | +100.0% | |
| LOVE | New | LOVESAC COMPANY COMstock | $15,000 | – | 750 | +100.0% | 0.00% | – |
| LAC | LITHIUM AMERS CORP NEW COM NEWstock | $13,000 | +30.0% | 500 | 0.0% | 0.00% | 0.0% | |
| WYNN | WYNN RESORTS LTD COMstock | $14,000 | +7.7% | 225 | 0.0% | 0.00% | 0.0% | |
| BNE | BLUE HORIZON BNE ETFetf | $13,000 | 0.0% | 600 | 0.0% | 0.00% | 0.0% | |
| LUMN | Buy | LUMEN TECHNOLOGIES INC COMstock | $10,000 | -9.1% | 1,336 | +28.7% | 0.00% | 0.0% |
| LQDA | LIQUIDIA CORPORATION COM NEWstock | $14,000 | +27.3% | 2,500 | 0.0% | 0.00% | 0.0% | |
| HIW | HIGHWOODS PPTYS INC COMreit | $14,000 | -17.6% | 505 | 0.0% | 0.00% | -33.3% | |
| HACK | ETFMG PRIME CYBER SECURITY ETFetf | $12,000 | -7.7% | 275 | 0.0% | 0.00% | 0.0% | |
| FIVG | Sell | DEFIANCE 5G NEXT GEN CONNECTIVITY ETFetf | $15,000 | -34.8% | 524 | -27.6% | 0.00% | -50.0% |
| MFMS | MOTLEY FOOL SMALL-CAP GROWTH ETFetf | $14,000 | 0.0% | 597 | 0.0% | 0.00% | 0.0% | |
| AWK | Buy | AMERICAN WTR WKS CO INC NEW COMstock | $15,000 | 0.0% | 114 | +14.0% | 0.00% | 0.0% |
| MOTLEY FOOL GLOBAL OPPORTUNITIES ETFetf | $10,000 | -9.1% | 463 | 0.0% | 0.00% | 0.0% | ||
| SNOW | SNOWFLAKE INC CL Astock | $15,000 | +15.4% | 90 | 0.0% | 0.00% | 0.0% | |
| MGA | Buy | MAGNA INTL INC COMstock | $13,000 | -13.3% | 283 | +0.7% | 0.00% | 0.0% |
| FCX | Sell | FREEPORT-MCMORAN INC CL Bstock | $11,000 | -26.7% | 417 | -20.7% | 0.00% | 0.0% |
| ROSC | Buy | HARTFORD MULTIFACTOR SMALL CAP ETFetf | $14,000 | +16.7% | 443 | +21.0% | 0.00% | 0.0% |
| TPYP | TORTOISE NORTH AMERICAN PIPELINE FUNDetf | $15,000 | 0.0% | 630 | 0.0% | 0.00% | 0.0% | |
| ITEQ | BLUESTAR ISRAEL TECHNOLOGY ETFetf | $15,000 | -6.2% | 352 | 0.0% | 0.00% | -33.3% | |
| RLI | RLI CORP COMstock | $10,000 | -16.7% | 100 | 0.0% | 0.00% | 0.0% | |
| BTI | BRITISH AMERN TOB PLC SPONSORED ADRadr | $11,000 | -15.4% | 296 | 0.0% | 0.00% | 0.0% | |
| VT | VANGUARD TOTAL WORLD STOCK ETFetf | $11,000 | 0.0% | 134 | 0.0% | 0.00% | 0.0% | |
| TJX | Buy | TJX COS INC NEW COMstock | $12,000 | +33.3% | 194 | +19.0% | 0.00% | +100.0% |
| COIN | COINBASE GLOBAL INC COM CL Astock | $10,000 | +42.9% | 150 | 0.0% | 0.00% | +100.0% | |
| AEE | AMEREN CORP COMstock | $12,000 | -14.3% | 150 | 0.0% | 0.00% | 0.0% | |
| KSS | Buy | KOHLS CORP COMstock | $12,000 | -7.7% | 471 | +31.2% | 0.00% | 0.0% |
| ICFI | New | ICF INTL INC COMstock | $10,000 | – | 96 | +100.0% | 0.00% | – |
| PID | INVESCO INTERNATIONAL DIVIDEND ACHIEVERS ETFetf | $15,000 | -11.8% | 1,000 | 0.0% | 0.00% | -33.3% | |
| COKE | COCA COLA CONS INC COMstock | $5,000 | -28.6% | 13 | 0.0% | 0.00% | 0.0% | |
| HAL | HALLIBURTON CO COMstock | $9,000 | -25.0% | 380 | 0.0% | 0.00% | -50.0% | |
| New | HF SINCLAIR CORP COMstock | $5,000 | – | 100 | +100.0% | 0.00% | – | |
| JBHT | Buy | HUNT J B TRANS SVCS INC COMstock | $8,000 | +100.0% | 48 | +108.7% | 0.00% | 0.0% |
| IEX | IDEX CORP COMstock | $8,000 | +14.3% | 40 | 0.0% | 0.00% | 0.0% | |
| IDXX | IDEXX LABS INC COMstock | $6,000 | 0.0% | 18 | 0.0% | 0.00% | 0.0% | |
| GGG | GRACO INC COMstock | $5,000 | 0.0% | 78 | 0.0% | 0.00% | 0.0% | |
| GSIE | GOLDMAN SACHS ACTIVEBETA INTL EQ ETFetf | $7,000 | -12.5% | 287 | 0.0% | 0.00% | 0.0% | |
| RNRG | New | GLOBAL X RENEWABLE ENERGY PRODUCERS ETFetf | $4,000 | – | 343 | +100.0% | 0.00% | – |
| ICE | INTERCONTINENTAL EXCHANGE INC COMstock | $5,000 | 0.0% | 55 | 0.0% | 0.00% | 0.0% | |
| GNOM | GLOBAL X GENOMICS & BIOTECHNOLOGY ETFetf | $8,000 | 0.0% | 648 | 0.0% | 0.00% | 0.0% | |
| INTU | INTUIT COMstock | $6,000 | 0.0% | 16 | 0.0% | 0.00% | 0.0% | |
| RPV | INVESCO S&P 500 PURE VALUE ETFetf | $6,000 | -14.3% | 87 | 0.0% | 0.00% | 0.0% | |
| CTEC | Buy | GLOBAL X CLEANTECH ETFetf | $9,000 | +12.5% | 638 | +6.2% | 0.00% | 0.0% |
| ERTH | Buy | INVESCO MSCI SUSTAINABLE FUTURE ETFetf | $7,000 | -12.5% | 151 | +0.7% | 0.00% | 0.0% |
| PRF | Buy | INVESCO FTSE RAFI US 1000 ETFetf | $9,000 | 0.0% | 63 | +1.6% | 0.00% | 0.0% |
| XMLV | INVESCO S&P MIDCAP LOW VOLATILITY ETFetf | $9,000 | 0.0% | 178 | 0.0% | 0.00% | 0.0% | |
| IDLV | Buy | INVESCO S&P INTERNATIONAL DEVELOPED LOW VOLATILITY ETFetf | $8,000 | -11.1% | 313 | +1.3% | 0.00% | 0.0% |
| IT | GARTNER INC COMstock | $5,000 | +25.0% | 17 | 0.0% | 0.00% | 0.0% | |
| KBWB | INVESCO KBW BANK ETFetf | $4,000 | -20.0% | 87 | 0.0% | 0.00% | 0.0% | |
| GBLD | Buy | INVESCO MSCI GREEN BUILDING ETFetf | $8,000 | -11.1% | 486 | +1.0% | 0.00% | 0.0% |
| IRBT | IROBOT CORP COMstock | $4,000 | +100.0% | 63 | 0.0% | 0.00% | – | |
| EWA | ISHARES MSCI AUSTRALIA ETFetf | $4,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
| EPP | ISHARES MSCI PACIFIC EX JAPAN ETFetf | $8,000 | 0.0% | 203 | 0.0% | 0.00% | 0.0% | |
| IXJ | ISHARES GLOBAL HEALTHCARE ETFetf | $9,000 | 0.0% | 117 | 0.0% | 0.00% | 0.0% | |
| NFRA | FLEXSHARES STOXX GLOBAL BROAD INFRAS ETFetf | $5,000 | -16.7% | 109 | 0.0% | 0.00% | 0.0% | |
| FPH | FIVE POINT HOLDINGS LLC COM CL Astock | $8,000 | -33.3% | 3,000 | 0.0% | 0.00% | -50.0% | |
| FSR | FISKER INC CL A COM STKstock | $4,000 | -20.0% | 550 | 0.0% | 0.00% | 0.0% | |
| FISV | FISERV INC COMstock | $6,000 | 0.0% | 68 | 0.0% | 0.00% | 0.0% | |
| FJUL | New | FT CBOE VEST U.S. EQUITY BUFFER ETF - JULYetf | $9,000 | – | 272 | +100.0% | 0.00% | – |
| ILDR | Buy | FIRST TRUST INNOVATION LEADERS ETFetf | $7,000 | +250.0% | 470 | +176.5% | 0.00% | – |
| QJUN | New | FT CBOE VEST NASDAQ-100 BUFFER ETF - JUNEetf | $9,000 | – | 500 | +100.0% | 0.00% | – |
| FEMB | Sell | FIRST TRUST EMERGING MKTS LCL CCY BD ETFetf | $4,000 | -66.7% | 162 | -63.2% | 0.00% | -50.0% |
| AIRR | New | FIRST TRUST RBA AMER INDL RENAISTM ETFetf | $4,000 | – | 115 | +100.0% | 0.00% | – |
| EMLP | FIRST TRUST NORTH AMER ENGY INFRASETFetf | $6,000 | 0.0% | 241 | 0.0% | 0.00% | 0.0% | |
| IGSB | ISHARES 1-5 YEAR INVMT GRD CORP BD ETFetf | $8,000 | 0.0% | 153 | 0.0% | 0.00% | 0.0% | |
| IWC | ISHARES MICRO-CAP ETFetf | $5,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
| FEX | FIRST TRUST LARGE CAP CORE ALPHADEX ETFetf | $6,000 | 0.0% | 80 | 0.0% | 0.00% | 0.0% | |
| CMBS | ISHARES CMBS ETFetf | $4,000 | 0.0% | 89 | 0.0% | 0.00% | 0.0% | |
| FREL | FIDELITY MSCI REAL ESTATE ETFetf | $6,000 | -14.3% | 267 | 0.0% | 0.00% | 0.0% | |
| FDS | FACTSET RESH SYS INC COMstock | $5,000 | 0.0% | 12 | 0.0% | 0.00% | 0.0% | |
| FMC | FMC CORP COM NEWstock | $4,000 | 0.0% | 41 | 0.0% | 0.00% | 0.0% | |
| IPAC | ISHARES CORE MSCI PACIFIC ETFetf | $8,000 | 0.0% | 162 | 0.0% | 0.00% | 0.0% | |
| EXEL | EXELIXIS INC COMstock | $8,000 | -20.0% | 500 | 0.0% | 0.00% | -50.0% | |
| EVGO | EVGO INC CL A COMstock | $8,000 | +33.3% | 1,000 | 0.0% | 0.00% | 0.0% | |
| IVLU | Buy | ISHARES MSCI INTL VALUE FACTOR ETFetf | $8,000 | 0.0% | 384 | +5.2% | 0.00% | 0.0% |
| ENLC | Buy | ENLINK MIDSTREAM LLC COM UNIT REP LTDstock | $7,000 | 0.0% | 840 | +1.2% | 0.00% | 0.0% |
| JSML | JANUS SMALL CAP GROWTH ALPHA ETFetf | $5,000 | -16.7% | 120 | 0.0% | 0.00% | 0.0% | |
| JEF | JEFFERIES FINL GROUP INC COMstock | $8,000 | 0.0% | 288 | 0.0% | 0.00% | 0.0% | |
| ECL | ECOLAB INC COMstock | $7,000 | 0.0% | 46 | 0.0% | 0.00% | 0.0% | |
| KKR | KKR & CO INC COMstock | $9,000 | 0.0% | 205 | 0.0% | 0.00% | 0.0% | |
| KYN | KAYNE ANDERSON ENERGY INFRSTR COMcef | $8,000 | 0.0% | 1,000 | 0.0% | 0.00% | 0.0% | |
| KEY | KEYCORP COMstock | $6,000 | -14.3% | 403 | 0.0% | 0.00% | 0.0% | |
| LCII | LCI INDS COMstock | $9,000 | -10.0% | 88 | 0.0% | 0.00% | -50.0% | |
| ECC | Sell | EAGLE POINT CREDIT COMPANY INC COMcef | $8,000 | -75.0% | 700 | -74.1% | 0.00% | -80.0% |
| RODM | Sell | HARTFORD MULTIFACTOR DEVELOPED MARKETS (EX-US) ETFetf | $8,000 | -57.9% | 386 | -48.5% | 0.00% | -66.7% |
| IPAY | ETFMG PRIME MOBILE PAYMENTS ETFetf | $9,000 | 0.0% | 240 | 0.0% | 0.00% | 0.0% | |
| LTHM | New | LIVENT CORP COMstock | $6,000 | – | 200 | +100.0% | 0.00% | – |
| LULU | New | LULULEMON ATHLETICA INC COMstock | $8,000 | – | 28 | +100.0% | 0.00% | – |
| QTUM | Buy | DEFIANCE QUANTUM ETFetf | $6,000 | 0.0% | 157 | +0.6% | 0.00% | 0.0% |
| MSA | Buy | MSA SAFETY INC COMstock | $7,000 | 0.0% | 66 | +17.9% | 0.00% | 0.0% |
| MMC | MARSH & MCLENNAN COS INC COMstock | $9,000 | 0.0% | 61 | 0.0% | 0.00% | 0.0% | |
| MAT | MATTEL INC COMstock | $5,000 | -16.7% | 250 | 0.0% | 0.00% | 0.0% | |
| MKC | MCCORMICK & CO INC COM NON VTGstock | $5,000 | -16.7% | 70 | 0.0% | 0.00% | 0.0% | |
| MET | METLIFE INC COMstock | $5,000 | 0.0% | 83 | 0.0% | 0.00% | 0.0% | |
| MTD | METTLER TOLEDO INTERNATIONAL COMstock | $5,000 | -16.7% | 5 | 0.0% | 0.00% | 0.0% | |
| MCHP | New | MICROCHIP TECHNOLOGY INC. COMstock | $5,000 | – | 77 | +100.0% | 0.00% | – |
| MRNA | Buy | MODERNA INC COMstock | $7,000 | +40.0% | 57 | +72.7% | 0.00% | 0.0% |
| TAP | Buy | MOLSON COORS BEVERAGE CO CL Bstock | $5,000 | +25.0% | 107 | +39.0% | 0.00% | 0.0% |
| MCO | MOODYS CORP COMstock | $4,000 | -20.0% | 17 | 0.0% | 0.00% | 0.0% | |
| NEOG | New | NEOGEN CORP COMstock | $4,000 | – | 276 | +100.0% | 0.00% | – |
| NEX | NEXTIER OILFIELD SOLUTIONS COMstock | $4,000 | -20.0% | 510 | 0.0% | 0.00% | 0.0% | |
| HJEN | Buy | DIREXION HYDROGEN ETFetf | $7,000 | 0.0% | 504 | +0.2% | 0.00% | 0.0% |
| NSC | NORFOLK SOUTHN CORP COMstock | $7,000 | -12.5% | 35 | 0.0% | 0.00% | 0.0% | |
| New | DIGITALBRIDGE GROUP INC CL A NEWreit | $8,000 | – | 646 | +100.0% | 0.00% | – | |
| NVO | NOVO-NORDISK A S ADRadr | $4,000 | -20.0% | 45 | 0.0% | 0.00% | 0.0% | |
| DELL | DELL TECHNOLOGIES INC CL Cstock | $4,000 | -20.0% | 107 | 0.0% | 0.00% | 0.0% | |
| NUHY | Buy | NUVEEN ESG HIGH YIELD CORPORATE BOND ETFetf | $4,000 | +100.0% | 191 | +83.7% | 0.00% | – |
| DQ | New | DAQO NEW ENERGY CORP SPNSRD ADS NEWadr | $8,000 | – | 160 | +100.0% | 0.00% | – |
| DTM | DT MIDSTREAM INC COMMON STOCKstock | $5,000 | +25.0% | 87 | 0.0% | 0.00% | 0.0% | |
| OTIS | OTIS WORLDWIDE CORP COMstock | $4,000 | -20.0% | 68 | 0.0% | 0.00% | 0.0% | |
| OXM | OXFORD INDS INC COMstock | $4,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% | |
| PTSI | New | P A M TRANSN SVCS INC COMstock | $5,000 | – | 158 | +100.0% | 0.00% | – |
| PBF | PBF ENERGY INC CL Astock | $6,000 | +20.0% | 180 | 0.0% | 0.00% | 0.0% | |
| CNXN | PC CONNECTION INC COMstock | $4,000 | 0.0% | 97 | 0.0% | 0.00% | 0.0% | |
| CUBE | Buy | CUBESMART COMreit | $5,000 | -16.7% | 132 | +0.8% | 0.00% | 0.0% |
| P10 INC COM CL Astock | $4,000 | 0.0% | 400 | 0.0% | 0.00% | 0.0% | ||
| PLTR | PALANTIR TECHNOLOGIES INC CL Astock | $5,000 | -16.7% | 676 | 0.0% | 0.00% | 0.0% | |
| CPRT | COPART INC COMstock | $6,000 | 0.0% | 52 | 0.0% | 0.00% | 0.0% | |
| HNW | Buy | PIONEER DIVERSIFIED HIGH INC COMcef | $6,000 | 0.0% | 550 | +3.0% | 0.00% | 0.0% |
| PLANET LABS PBC COM CL Astock | $4,000 | +33.3% | 800 | 0.0% | 0.00% | – | ||
| PGEN | Buy | PRECIGEN INC COMstock | $4,000 | +300.0% | 2,000 | +100.0% | 0.00% | – |
| RQI | Buy | COHEN & STEERS QTY INC REALTYcef | $4,000 | -20.0% | 338 | +1.8% | 0.00% | 0.0% |
| HIMX | HIMAX TECHNOLOGIES INC SPONSORED ADRadr | $5,000 | -28.6% | 1,000 | 0.0% | 0.00% | 0.0% | |
| PEG | Buy | PUBLIC SVC ENTERPRISE GRP INC COMstock | $8,000 | -11.1% | 138 | +0.7% | 0.00% | 0.0% |
| CFG | CITIZENS FINL GROUP INC COMstock | $7,000 | -12.5% | 210 | 0.0% | 0.00% | 0.0% | |
| RF | REGIONS FINANCIAL CORP NEW COMstock | $5,000 | 0.0% | 267 | 0.0% | 0.00% | 0.0% | |
| RSG | REPUBLIC SVCS INC COMstock | $7,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
| QSR | RESTAURANT BRANDS INTL INC COMstock | $6,000 | +20.0% | 104 | 0.0% | 0.00% | 0.0% | |
| REXR | Buy | REXFORD INDL RLTY INC COMreit | $5,000 | 0.0% | 88 | +1.1% | 0.00% | 0.0% |
| RIOT | New | RIOT BLOCKCHAIN INC COMstock | $7,000 | – | 1,000 | +100.0% | 0.00% | – |
| RBLX | ROBLOX CORP CL Astock | $8,000 | +14.3% | 225 | 0.0% | 0.00% | 0.0% | |
| ROK | Buy | ROCKWELL AUTOMATION INC COMstock | $9,000 | +12.5% | 40 | +2.6% | 0.00% | 0.0% |
| ROP | ROPER TECHNOLOGIES INC COMstock | $4,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% | |
| CMG | CHIPOTLE MEXICAN GRILL INC COMstock | $5,000 | +25.0% | 3 | 0.0% | 0.00% | 0.0% | |
| R | Sell | RYDER SYS INC COMstock | $8,000 | -11.1% | 103 | -16.3% | 0.00% | 0.0% |
| CHWY | CHEWY INC CL Astock | $4,000 | 0.0% | 115 | 0.0% | 0.00% | 0.0% | |
| GMF | SPDR S&P EMERGING ASIA PACIFIC ETFetf | $9,000 | -18.2% | 104 | 0.0% | 0.00% | -50.0% | |
| CSTL | Sell | CASTLE BIOSCIENCES INC COMstock | $7,000 | -46.2% | 250 | -58.3% | 0.00% | -50.0% |
| PSK | Sell | SPDR ICE PREFERRED SECURITIES ETFetf | $8,000 | -57.9% | 238 | -55.7% | 0.00% | -66.7% |
| SAVA | CASSAVA SCIENCES INC COMstock | $6,000 | +50.0% | 140 | 0.0% | 0.00% | 0.0% | |
| CWB | Sell | SPDR BLMBG CONVERT SECS ETFetf | $5,000 | -50.0% | 79 | -50.6% | 0.00% | -50.0% |
| CARR | Buy | CARRIER GLOBAL CORPORATION COMstock | $5,000 | 0.0% | 145 | +0.7% | 0.00% | 0.0% |
| CAH | Buy | CARDINAL HEALTH INC COMstock | $7,000 | +40.0% | 99 | +4.2% | 0.00% | 0.0% |
| CFFN | CAPITOL FED FINL INC COMstock | $5,000 | 0.0% | 565 | 0.0% | 0.00% | 0.0% | |
| KBE | Sell | SPDR S&P BANK ETFetf | $4,000 | -55.6% | 100 | -50.0% | 0.00% | 0.0% |
| CGC | CANOPY GROWTH CORP COMstock | $4,000 | 0.0% | 1,499 | 0.0% | 0.00% | 0.0% | |
| SPYX | SPDR S&P 500 FOSSIL FUEL RESERVES FREE ETFetf | $6,000 | -14.3% | 73 | 0.0% | 0.00% | 0.0% | |
| HSIC | HENRY SCHEIN INC COMstock | $4,000 | 0.0% | 54 | 0.0% | 0.00% | 0.0% | |
| CVI | New | CVR ENERGY INC COMstock | $6,000 | – | 192 | +100.0% | 0.00% | – |
| CME | CME GROUP INC COMstock | $5,000 | 0.0% | 26 | 0.0% | 0.00% | 0.0% | |
| ADMA | ADMA BIOLOGICS INC COMstock | $5,000 | +25.0% | 2,000 | 0.0% | 0.00% | 0.0% | |
| SMG | Buy | SCOTTS MIRACLE-GRO CO CL Astock | $5,000 | 0.0% | 120 | +84.6% | 0.00% | 0.0% |
| MUA | BLACKROCK MUNIASSETS FD INC COMcef | $5,000 | -16.7% | 528 | 0.0% | 0.00% | 0.0% | |
| BBN | Buy | BLACKROCK TAX MUNICPAL BD TR SHScef | $9,000 | -10.0% | 540 | +2.1% | 0.00% | -50.0% |
| SBSW | New | SIBANYE STILLWATER LTD SPONSORED ADRadr | $7,000 | – | 783 | +100.0% | 0.00% | – |
| BIIB | BIOGEN INC COMstock | $8,000 | +33.3% | 30 | 0.0% | 0.00% | 0.0% | |
| SRNE | SORRENTO THERAPEUTICS INC COM NEWstock | $5,000 | -28.6% | 3,250 | 0.0% | 0.00% | 0.0% | |
| BIO | BIO RAD LABS INC CL Astock | $5,000 | -16.7% | 13 | 0.0% | 0.00% | 0.0% | |
| SR | SPIRE INC COMstock | $5,000 | -16.7% | 75 | 0.0% | 0.00% | 0.0% | |
| SPLK | SPLUNK INC COMstock | $6,000 | -14.3% | 75 | 0.0% | 0.00% | 0.0% | |
| TPR | Buy | TAPESTRY INC COMstock | $7,000 | +600.0% | 248 | +451.1% | 0.00% | – |
| BK | Sell | BANK NEW YORK MELLON CORP COMstock | $5,000 | -44.4% | 137 | -35.1% | 0.00% | 0.0% |
| TNC | TENNANT CO COMstock | $7,000 | 0.0% | 121 | 0.0% | 0.00% | 0.0% | |
| BMO | BANK MONTREAL QUE COMstock | $5,000 | 0.0% | 52 | 0.0% | 0.00% | 0.0% | |
| TRI | THOMSON REUTERS CORP. COM NEWstock | $4,000 | 0.0% | 42 | 0.0% | 0.00% | 0.0% | |
| THO | Sell | THOR INDS INC COMstock | $7,000 | -46.2% | 102 | -41.4% | 0.00% | -50.0% |
| BCE | Buy | BCE INC COM NEWstock | $9,000 | -18.2% | 220 | +0.9% | 0.00% | -50.0% |
| TA | New | TRAVELCENTERS OF AMERICA INC COM NEWstock | $5,000 | – | 85 | +100.0% | 0.00% | – |
| TCBK | TRICO BANCSHARES COMstock | $9,000 | -10.0% | 211 | 0.0% | 0.00% | -50.0% | |
| TSN | TYSON FOODS INC CL Astock | $7,000 | -22.2% | 100 | 0.0% | 0.00% | 0.0% | |
| ASXC | ASENSUS SURGICAL INC COMstock | $4,000 | 0.0% | 10,000 | 0.0% | 0.00% | 0.0% | |
| UAA | UNDER ARMOUR INC CL Astock | $8,000 | -20.0% | 1,165 | 0.0% | 0.00% | -50.0% | |
| APAM | New | ARTISAN PARTNERS ASSET MGMT IN CL Astock | $7,000 | – | 262 | +100.0% | 0.00% | – |
| VALE | Sell | VALE S A SPONSORED ADSadr | $9,000 | -80.9% | 638 | -79.9% | 0.00% | -87.5% |
| SHYD | New | VANECK SHORT HIGH YIELD MUNI ETFetf | $4,000 | – | 205 | +100.0% | 0.00% | – |
| ANSS | ANSYS INC COMstock | $6,000 | -14.3% | 28 | 0.0% | 0.00% | 0.0% | |
| EMLC | New | VANECK JPMORGAN EMLCL CCY BD ETFetf | $7,000 | – | 291 | +100.0% | 0.00% | – |
| HYD | VANECK HIGH YIELD MUNI ETFetf | $7,000 | 0.0% | 136 | 0.0% | 0.00% | 0.0% | |
| OIH | New | VANECK OIL SERVICES ETFetf | $4,000 | – | 20 | +100.0% | 0.00% | – |
| REMX | VANECK RARE EARTH/STRAT MTLS ETFetf | $8,000 | 0.0% | 95 | 0.0% | 0.00% | 0.0% | |
| BLOK | Buy | AMPLIFY TRANSFORMATIONAL DATA SHARING ETFetf | $6,000 | +200.0% | 335 | +235.0% | 0.00% | – |
| AME | AMETEK INC COMstock | $4,000 | 0.0% | 32 | 0.0% | 0.00% | 0.0% | |
| AMP | AMERIPRISE FINL INC COMstock | $4,000 | +33.3% | 14 | 0.0% | 0.00% | – | |
| VFQY | New | VANGUARD US QUALITY FACTOR ETFetf | $7,000 | – | 78 | +100.0% | 0.00% | – |
| AXL | AMERICAN AXLE & MFG HLDGS INC COMstock | $7,000 | -12.5% | 1,000 | 0.0% | 0.00% | 0.0% | |
| ATER | ATERIAN INC COMstock | $6,000 | -45.5% | 5,000 | 0.0% | 0.00% | -50.0% | |
| AMR | ALPHA METALLURGICAL RESOUR INC COMstock | $9,000 | 0.0% | 69 | 0.0% | 0.00% | 0.0% | |
| LNT | ALLIANT ENERGY CORP COMstock | $6,000 | -14.3% | 112 | 0.0% | 0.00% | 0.0% | |
| ATI | New | ATI INC COMstock | $4,000 | – | 165 | +100.0% | 0.00% | – |
| VEEV | VEEVA SYS INC CL A COMstock | $7,000 | -12.5% | 40 | 0.0% | 0.00% | 0.0% | |
| AA | Buy | ALCOA CORP COMstock | $5,000 | 0.0% | 161 | +38.8% | 0.00% | 0.0% |
| ALK | ALASKA AIR GROUP INC COMstock | $6,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% | |
| AFRM | AFFIRM HLDGS INC COM CL Astock | $7,000 | 0.0% | 365 | 0.0% | 0.00% | 0.0% | |
| VTRS | Sell | VIATRIS INC COMstock | $4,000 | -20.0% | 513 | -1.2% | 0.00% | 0.0% |
| BCI | New | ABRDN BLMB ALLCMDSTRK1FR ETFetf | $4,000 | – | 157 | +100.0% | 0.00% | – |
| ZTR | VIRTUS TOTAL RETURN FUND INC.cef | $6,000 | -14.3% | 892 | 0.0% | 0.00% | 0.0% | |
| VMW | VMWARE INC CL A COMstock | $5,000 | 0.0% | 47 | 0.0% | 0.00% | 0.0% | |
| VOD | Buy | VODAFONE GROUP PLC NEW SPONSORED ADRadr | $4,000 | +33.3% | 367 | +90.2% | 0.00% | – |
| VNO | New | VORNADO RLTY TR SH BEN INTreit | $7,000 | – | 300 | +100.0% | 0.00% | – |
| ARKF | Sell | ARK FINTECH INNOVATION ETFetf | $4,000 | -99.0% | 270 | -99.0% | 0.00% | -98.5% |
| WIW | Buy | WESTERN ASSET INFL-LINKED OPPS & INC FDcef | $7,000 | -12.5% | 780 | +2.6% | 0.00% | 0.0% |
| WY | New | WEYERHAEUSER CO MTN BE COM NEWreit | $6,000 | – | 197 | +100.0% | 0.00% | – |
| WMB | WILLIAMS COS INC COMstock | $5,000 | 0.0% | 165 | 0.0% | 0.00% | 0.0% | |
| DES | WISDOMTREE U.S. SMALLCAP DIVIDEND FUNDetf | $5,000 | 0.0% | 194 | 0.0% | 0.00% | 0.0% | |
| DOO | WISDOMTREE INTERNATIONAL AI ENHANCED VALUE FUNDetf | $9,000 | -18.2% | 300 | 0.0% | 0.00% | -50.0% | |
| DNL | WISDOMTREE GLOBAL EX-U.S. QUALITY DIVIDEND GROWTH FUNDetf | $6,000 | -14.3% | 212 | 0.0% | 0.00% | 0.0% | |
| AGGY | WISDOMTREE YIELD ENHANCED U.S. AGGREGATE BOND FUNDetf | $6,000 | -14.3% | 149 | 0.0% | 0.00% | 0.0% | |
| ELD | WISDOMTREE EMERGING MARKETS LOCAL DEBT FUNDetf | $7,000 | 0.0% | 286 | 0.0% | 0.00% | 0.0% | |
| MTGP | WISDOMTREE MORTGAGE PLUS BOND FUNDetf | $7,000 | -12.5% | 167 | 0.0% | 0.00% | 0.0% | |
| SHAG | WISDOMTREE YIELD ENHANCED U.S. SHORT-TERM AGGREGATE BOND FUNDetf | $7,000 | 0.0% | 148 | 0.0% | 0.00% | 0.0% | |
| WOPEY | New | WOODSIDE ENERGY GROUP LTD SPONSORED ADRadr | $4,000 | – | 177 | +100.0% | 0.00% | – |
| XPEV | XPENG INC ADSadr | $8,000 | -63.6% | 700 | 0.0% | 0.00% | -75.0% | |
| YUM | YUM BRANDS INC COMstock | $6,000 | 0.0% | 53 | 0.0% | 0.00% | 0.0% | |
| AON | AON PLC SHS CL Astock | $4,000 | 0.0% | 15 | 0.0% | 0.00% | 0.0% | |
| TEAM | ATLASSIAN CORP PLC CL Astock | $9,000 | +12.5% | 45 | 0.0% | 0.00% | 0.0% | |
| ACN | ACCENTURE PLC IRELAND SHS CLASS Astock | $6,000 | 0.0% | 23 | 0.0% | 0.00% | 0.0% | |
| AMCIW | New | ADVENT TECHNOLOGIES HOLDNG INC WT EXP 020326stock | $6,000 | – | 10,000 | +100.0% | 0.00% | – |
| TPGY | TPG PACE BEN FIN CORP CL A COMstock | $5,000 | 0.0% | 500 | 0.0% | 0.00% | 0.0% | |
| AGNC | AGNC INVT CORP COMreit | $6,000 | -25.0% | 725 | 0.0% | 0.00% | 0.0% | |
| CYBR | CYBERARK SOFTWARE LTD SHSstock | $6,000 | +20.0% | 39 | 0.0% | 0.00% | 0.0% | |
| RACE | FERRARI N V COMstock | $6,000 | 0.0% | 32 | 0.0% | 0.00% | 0.0% | |
| STLA | Sell | STELLANTIS N.V SHSstock | $7,000 | -73.1% | 626 | -70.6% | 0.00% | -75.0% |
| HPE | HEWLETT PACKARD ENTERPRISE CO COMstock | $6,000 | 0.0% | 464 | 0.0% | 0.00% | 0.0% | |
| OMI | OWENS & MINOR INC NEW COMstock | $3,000 | -25.0% | 130 | 0.0% | 0.00% | -100.0% | |
| New | SYSTEM1 INC WT EXPstock | $2,000 | – | 2,000 | +100.0% | 0.00% | – | |
| OUST | OUSTER INC COMstock | $1,000 | -66.7% | 1,550 | 0.0% | 0.00% | – | |
| IX | ORIX CORP SPONSORED ADRadr | $2,000 | 0.0% | 27 | 0.0% | 0.00% | – | |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADSadr | $1,000 | 0.0% | 16 | 0.0% | 0.00% | – | |
| HUBS | HUBSPOT INC COMstock | $3,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
| Sell | ORION OFFICE REIT INC COMreit | $0 | – | 37 | -2.6% | 0.00% | – | |
| TRP | New | TC ENERGY CORP COMstock | $0 | – | 8 | +100.0% | 0.00% | – |
| TDY | TELEDYNE TECHNOLOGIES INC COMstock | $1,000 | 0.0% | 2 | 0.0% | 0.00% | – | |
| GT | GOODYEAR TIRE & RUBR CO COMstock | $1,000 | 0.0% | 65 | 0.0% | 0.00% | – | |
| HOG | Buy | HARLEY DAVIDSON INC COMstock | $1,000 | 0.0% | 32 | +3.2% | 0.00% | – |
| OPPFI INC COM CL Astock | $3,000 | -25.0% | 1,230 | 0.0% | 0.00% | -100.0% | ||
| TRNO | TERRENO RLTY CORP COMreit | $2,000 | 0.0% | 31 | 0.0% | 0.00% | – | |
| ILMN | ILLUMINA INC COMstock | $3,000 | 0.0% | 15 | 0.0% | 0.00% | – | |
| TEVA | TEVA PHARMACEUTICAL INDS LTD SPONSORED ADSadr | $0 | – | 44 | 0.0% | 0.00% | – | |
| OMC | OMNICOM GROUP INC COMstock | $2,000 | 0.0% | 35 | 0.0% | 0.00% | – | |
| BLL | BALL CORP COMstock | $0 | – | 6 | 0.0% | 0.00% | – | |
| PORTILLOS INC COM CL Astock | $2,000 | 0.0% | 100 | 0.0% | 0.00% | – | ||
| COLM | COLUMBIA SPORTSWEAR CO COMstock | $2,000 | 0.0% | 26 | 0.0% | 0.00% | – | |
| ARVL | ARRIVAL GROUP SHSstock | $1,000 | -50.0% | 1,000 | 0.0% | 0.00% | – | |
| PHUN | PHUNWARE INC COMstock | $1,000 | 0.0% | 750 | 0.0% | 0.00% | – | |
| SONY | SONY GROUP CORPORATION SPONSORED ADRadr | $0 | – | 2 | 0.0% | 0.00% | – | |
| CAG | Buy | CONAGRA BRANDS INC COMstock | $1,000 | 0.0% | 38 | +11.8% | 0.00% | – |
| Buy | CODERE ONLINE LUXEMBOURG S A WT EXP 112326stock | $2,000 | +100.0% | 6,000 | +200.0% | 0.00% | – | |
| SPOT | New | SPOTIFY TECHNOLOGY S A SHSstock | $3,000 | – | 40 | +100.0% | 0.00% | – |
| PBA | New | PEMBINA PIPELINE CORP COMstock | $3,000 | – | 114 | +100.0% | 0.00% | – |
| HUYA | HUYA INC ADS REP SHS Aadr | $0 | -100.0% | 200 | 0.0% | 0.00% | – | |
| THCX | CANNABIS ETFetf | $0 | -100.0% | 140 | 0.0% | 0.00% | – | |
| TWNK | HOSTESS BRANDS INC CL Astock | $3,000 | 0.0% | 150 | 0.0% | 0.00% | – | |
| CORE SCIENTIFIC INC COMMON STOCKstock | $1,000 | 0.0% | 500 | 0.0% | 0.00% | – | ||
| PAM | PAMPA ENERGIA S A SPONS ADR LVL Iadr | $3,000 | 0.0% | 128 | 0.0% | 0.00% | – | |
| BIG | BIG LOTS INC COMstock | $1,000 | 0.0% | 40 | 0.0% | 0.00% | – | |
| GLW | Buy | CORNING INC COMstock | $3,000 | -25.0% | 114 | +0.9% | 0.00% | -100.0% |
| BYND | BEYOND MEAT INC COMstock | $1,000 | -50.0% | 100 | 0.0% | 0.00% | – | |
| ICOW | PACER DEVELOPED MARKETS INTERNATIONAL CASH COWS 100 ETFetf | $1,000 | -50.0% | 60 | 0.0% | 0.00% | – | |
| STEP | Buy | STEPSTONE GROUP INC COM CL Astock | $3,000 | 0.0% | 134 | +0.8% | 0.00% | – |
| CVET | COVETRUS INC COMstock | $0 | – | 22 | 0.0% | 0.00% | – | |
| CBRL | CRACKER BARREL OLD CTRY STORE COMstock | $1,000 | 0.0% | 13 | 0.0% | 0.00% | – | |
| CROX | CROCS INC COMstock | $3,000 | +50.0% | 50 | 0.0% | 0.00% | – | |
| CRON | CRONOS GROUP INC COMstock | $3,000 | 0.0% | 1,000 | 0.0% | 0.00% | – | |
| SNCY | SUN CTRY AIRLS HLDGS INC COMstock | $1,000 | -50.0% | 100 | 0.0% | 0.00% | – | |
| SMCI | New | SUPER MICRO COMPUTER INC COMstock | $1,000 | – | 25 | +100.0% | 0.00% | – |
| CFR | CULLEN FROST BANKERS INC COMstock | $2,000 | +100.0% | 12 | 0.0% | 0.00% | – | |
| SNPS | SYNOPSYS INC COMstock | $2,000 | 0.0% | 6 | 0.0% | 0.00% | – | |
| BDX | Sell | BECTON DICKINSON & CO COMstock | $0 | -100.0% | 1 | -99.8% | 0.00% | -100.0% |
| DXC | DXC TECHNOLOGY CO COMstock | $1,000 | 0.0% | 39 | 0.0% | 0.00% | – | |
| OXYWS | Sell | OCCIDENTAL PETE CORP WT EXP 080327stock | $0 | – | 3 | -25.0% | 0.00% | – |
| TLRY | Buy | TILRAY BRANDS INC COM CL 2stock | $0 | – | 61 | +281.2% | 0.00% | – |
| Buy | TIMOTHY PLAN US LARGE/MID CAP CORE ENHANCED ETFetf | $0 | – | 0 | +100.0% | 0.00% | – | |
| OAS | New | CHORD ENERGY CORPORATION COM NEWstock | $0 | – | 1 | +100.0% | 0.00% | – |
| TPIF | Sell | TIMOTHY PLAN INTERNATIONAL ETFetf | $3,000 | -57.1% | 173 | -45.1% | 0.00% | -100.0% |
| DRI | Sell | DARDEN RESTAURANTS INC COMstock | $1,000 | -83.3% | 10 | -80.4% | 0.00% | -100.0% |
| TR | TOOTSIE ROLL INDS INC COMstock | $3,000 | 0.0% | 93 | 0.0% | 0.00% | – | |
| XRAY | DENTSPLY SIRONA INC COMstock | $2,000 | 0.0% | 54 | 0.0% | 0.00% | – | |
| DXCM | DEXCOM INC COMstock | $2,000 | +100.0% | 20 | 0.0% | 0.00% | – | |
| TDG | TRANSDIGM GROUP INC COMstock | $2,000 | 0.0% | 3 | 0.0% | 0.00% | – | |
| ACLS | New | AXCELIS TECHNOLOGIES INC COM NEWstock | $2,000 | – | 25 | +100.0% | 0.00% | – |
| RGLS | Exit | REGULUS THERAPEUTICS INC COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| FXD | Exit | FIRST TRUST CONSUMER DISCRETIONARY ALPHADEX FUNDetf | $0 | – | 0 | +100.0% | 0.00% | – |
| AVB | AVALONBAY CMNTYS INC COMreit | $1,000 | 0.0% | 7 | 0.0% | 0.00% | – | |
| TRN | TRINITY INDS INC COMstock | $1,000 | 0.0% | 30 | 0.0% | 0.00% | – | |
| NSL | Buy | NUVEEN SR INCOME FD COMcef | $2,000 | 0.0% | 524 | +2.1% | 0.00% | – |
| NID | NUVEEN INTER DURATION MUN TERM COMcef | $0 | – | 3 | 0.0% | 0.00% | – | |
| ACB | AURORA CANNABIS INC COMstock | $1,000 | 0.0% | 544 | 0.0% | 0.00% | – | |
| NVAX | NOVAVAX INC COM NEWstock | $0 | -100.0% | 12 | 0.0% | 0.00% | – | |
| NXST | Exit | NEXSTAR MEDIA GROUP INC CL Astock | $0 | – | 0 | +100.0% | 0.00% | – |
| UMPQ | UMPQUA HLDGS CORP COMstock | $1,000 | 0.0% | 86 | 0.0% | 0.00% | – | |
| UA | UNDER ARMOUR INC CL Cstock | $0 | – | 50 | 0.0% | 0.00% | – | |
| DOX | Exit | AMDOCS LTD SHSstock | $0 | – | 0 | +100.0% | 0.00% | – |
| New | ARTELO BIOSCIENCES INC COMstock | $0 | – | 72 | +100.0% | 0.00% | – | |
| DLR | DIGITAL RLTY TR INC COMreit | $2,000 | -33.3% | 25 | 0.0% | 0.00% | – | |
| GLRY | INSPIRE FAITHWARD MID CAP MOMENTUM ETFetf | $1,000 | 0.0% | 40 | 0.0% | 0.00% | – | |
| FEVR | INSPIRE FAITHWARD LARGE CAP MOMENTUM ETFetf | $1,000 | 0.0% | 40 | 0.0% | 0.00% | – | |
| NAK | NORTHERN DYNASTY MINERALS LTD COM NEWstock | $0 | – | 1,100 | 0.0% | 0.00% | – | |
| NI | NISOURCE INC COMstock | $2,000 | 0.0% | 76 | 0.0% | 0.00% | – | |
| NICE | NICE LTD SPONSORED ADRadr | $3,000 | 0.0% | 15 | 0.0% | 0.00% | – | |
| NWL | NEWELL BRANDS INC COMstock | $1,000 | -50.0% | 86 | 0.0% | 0.00% | – | |
| FUV | ARCIMOTO INC COMstock | $0 | – | 126 | 0.0% | 0.00% | – | |
| NYC | NEW YORK CITY REIT INC COMreit | $1,000 | -50.0% | 409 | 0.0% | 0.00% | – | |
| NEO | NEOGENOMICS INC COM NEWstock | $1,000 | 0.0% | 80 | 0.0% | 0.00% | – | |
| USPH | Exit | U S PHYSICAL THERAPY COMstock | $0 | – | -26 | -100.0% | 0.00% | – |
| PFXF | VANECK PREFERRED SECURITIES EX FINANCIALS ETFetf | $3,000 | 0.0% | 190 | 0.0% | 0.00% | – | |
| ATR | APTARGROUP INC COMstock | $3,000 | 0.0% | 28 | 0.0% | 0.00% | – | |
| NGG | NATIONAL GRID PLC SPONSORED ADR NEadr | $1,000 | 0.0% | 11 | 0.0% | 0.00% | – | |
| PDI | Exit | PIMCO DYNAMIC INCOME FD SHScef | $0 | – | 0 | +100.0% | 0.00% | – |
| MVIS | MICROVISION INC DEL COM NEWstock | $0 | – | 104 | 0.0% | 0.00% | – | |
| EXG | Exit | EATON VANCE TAX-MANAGED GLOBAL COMcef | $0 | – | -12 | -100.0% | 0.00% | – |
| BHF | Exit | BRIGHTHOUSE FINL INC COMstock | $0 | – | -9 | -100.0% | 0.00% | – |
| BBEU | Exit | JPMORGAN BETABUILDERS EUROPE ETFetf | $0 | – | -41 | -100.0% | 0.00% | – |
| DCI | DONALDSON INC COMstock | $1,000 | 0.0% | 21 | 0.0% | 0.00% | – | |
| New | ANNALY CAPITAL MANAGEMENT INC COM NEWreit | $3,000 | – | 166 | +100.0% | 0.00% | – | |
| DASH | DOORDASH INC CL Astock | $1,000 | 0.0% | 17 | 0.0% | 0.00% | – | |
| MATTERPORT INC COM CL Astock | $0 | – | 100 | 0.0% | 0.00% | – | ||
| DBX | DROPBOX INC CL Astock | $1,000 | 0.0% | 50 | 0.0% | 0.00% | – | |
| BEN | Exit | FRANKLIN RESOURCES INC COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| MAIN | Sell | MAIN STR CAP CORP COMcef | $0 | -100.0% | 2 | -96.0% | 0.00% | – |
| BIP | Exit | BROOKFIELD INFRAST PARTNERS LP LP INT UNITstock | $0 | – | 0 | +100.0% | 0.00% | – |
| MGIC | MAGIC SOFTWARE ENTERPRISES LTD ORDstock | $3,000 | -25.0% | 200 | 0.0% | 0.00% | -100.0% | |
| ABC | AMERISOURCEBERGEN CORP COMstock | $2,000 | 0.0% | 16 | 0.0% | 0.00% | – | |
| MPLX | Buy | MPLX LP COM UNIT REP LTDstock | $0 | – | 0 | +100.0% | 0.00% | – |
| ZEV | LIGHTNING EMOTORS INC COMstock | $0 | -100.0% | 185 | 0.0% | 0.00% | – | |
| LMND | LEMONADE INC COMstock | $1,000 | – | 26 | 0.0% | 0.00% | – | |
| MJ | ETFMG ALTERNATIVE HARVEST ETFetf | $1,000 | 0.0% | 166 | 0.0% | 0.00% | – | |
| LW | LAMB WESTON HLDGS INC COMstock | $1,000 | 0.0% | 9 | 0.0% | 0.00% | – | |
| ERESW | New | EAST RES ACQUISITION CO WT EXP 070127stock | $2,000 | – | 15,000 | +100.0% | 0.00% | – |
| KYNDRYL HLDGS INC COMMON STOCKstock | $2,000 | 0.0% | 202 | 0.0% | 0.00% | – | ||
| PNQI | Exit | INVESCO NASDAQ INTERNET ETFetf | $0 | – | 0 | +100.0% | 0.00% | – |
| IPG | Exit | INTERPUBLIC GROUP COS INC COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| KEMQ | KRANESHARES EMERGING MARKETS CONSUMER TECHNOLOGY INDEX ETFetf | $3,000 | 0.0% | 208 | 0.0% | 0.00% | – | |
| VEU | New | VANGUARD FTSE ALL-WLD EX-US ETFetf | $0 | – | 2 | +100.0% | 0.00% | – |
| AAL | AMERICAN AIRLS GROUP INC COMstock | $0 | – | 17 | 0.0% | 0.00% | – | |
| EMN | New | EASTMAN CHEM CO COMstock | $3,000 | – | 49 | +100.0% | 0.00% | – |
| KEX | KIRBY CORP COMstock | $2,000 | 0.0% | 27 | 0.0% | 0.00% | – | |
| Exit | CIVITAS RESOURCES INC COM NEWstock | $0 | – | -55 | -100.0% | 0.00% | – | |
| ALLY | ALLY FINL INC COMstock | $1,000 | 0.0% | 28 | 0.0% | 0.00% | – | |
| ALL | ALLSTATE CORP COMstock | $2,000 | 0.0% | 13 | 0.0% | 0.00% | – | |
| KMPH | KEMPHARM INC COM NEWstock | $0 | – | 56 | 0.0% | 0.00% | – | |
| EKAR | Exit | CAPITAL LINK GLOBAL GREEN ENERGY TRANSPORT AND TECHNOLOGY LEADERS ETFetf | $0 | – | -100 | -100.0% | 0.00% | – |
| EBAY | EBAY INC. COMstock | $1,000 | 0.0% | 35 | 0.0% | 0.00% | – | |
| JNPR | Buy | JUNIPER NETWORKS INC COMstock | $3,000 | +200.0% | 133 | +189.1% | 0.00% | – |
| JHCB | JOHN HANCOCK CORPORATE BOND ETFetf | $2,000 | 0.0% | 92 | 0.0% | 0.00% | – | |
| JHMT | JOHN HANCOCK MULTIFACTOR TECHNOLOGY ETFetf | $2,000 | -33.3% | 37 | 0.0% | 0.00% | – | |
| JHMM | JOHN HANCOCK MULTIFACTOR MID CAP ETFetf | $3,000 | -25.0% | 81 | 0.0% | 0.00% | -100.0% | |
| WTER | ALKALINE WTR CO INC COM NEWstock | $0 | -100.0% | 1,350 | 0.0% | 0.00% | – | |
| JHML | JOHN HANCOCK MULTIFACTOR LARGE CAP ETFetf | $3,000 | -25.0% | 76 | 0.0% | 0.00% | -100.0% | |
| VREX | VAREX IMAGING CORP COMstock | $0 | – | 11 | 0.0% | 0.00% | – | |
| FE | Exit | FIRSTENERGY CORP COMstock | $0 | – | -76 | -100.0% | 0.00% | – |
| EDSA | EDESA BIOTECH INC COMstock | $0 | – | 23 | 0.0% | 0.00% | – | |
| New | JACOBS SOLUTIONS INC COMstock | $3,000 | – | 32 | +100.0% | 0.00% | – | |
| AQN | Exit | ALGONQUIN PWR UTILS CORP COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| AMG | AFFILIATED MANAGERS GROUP INC COMstock | $2,000 | 0.0% | 20 | 0.0% | 0.00% | – | |
| New | AEYE INC WT EXP 093027stock | $1,000 | – | 7,000 | +100.0% | 0.00% | – | |
| ASIX | ADVANSIX INC COMstock | $2,000 | 0.0% | 52 | 0.0% | 0.00% | – | |
| MSOS | ADVISORSHARES PURE US CANNABIS ETFetf | $0 | -100.0% | 50 | 0.0% | 0.00% | – | |
| EIX | EDISON INTL COMstock | $1,000 | 0.0% | 23 | 0.0% | 0.00% | – | |
| JEPI | New | JPMORGAN EQUITY PREMIUM INCOME ETFetf | $1,000 | – | 20 | +100.0% | 0.00% | – |
| BBAX | Buy | JPMORGAN BETABUILDERS DEVELOPED ASIA PACIFIC EX-JAPAN ETFetf | $1,000 | 0.0% | 16 | +6.7% | 0.00% | – |
| AYI | ACUITY BRANDS INC COMstock | $3,000 | 0.0% | 20 | 0.0% | 0.00% | – | |
| BBCA | JPMORGAN BETABUILDERS CANADA ETFetf | $1,000 | 0.0% | 12 | 0.0% | 0.00% | – | |
| BBJP | JPMORGAN BETABUILDERS JAPAN ETFetf | $1,000 | 0.0% | 29 | 0.0% | 0.00% | – | |
| BCD | ABRDN BLOOMBERG ALL COMMODITY LONGER DATED STRATEGY K-1 FREE ETFetf | $0 | – | 10 | 0.0% | 0.00% | – | |
| CARG | Exit | CARGURUS INC COM CL Astock | $0 | – | -69 | -100.0% | 0.00% | – |
| JACK | JACK IN THE BOX INC COMstock | $1,000 | 0.0% | 16 | 0.0% | 0.00% | – | |
| VICTORIAS SECRET AND CO COMMON STOCKstock | $3,000 | 0.0% | 97 | 0.0% | 0.00% | – | ||
| EDIT | EDITAS MEDICINE INC COMstock | $0 | – | 40 | 0.0% | 0.00% | – | |
| SVAL | Buy | ISHARES US SMALL CAP VALUE FACTOR ETFetf | $3,000 | 0.0% | 110 | +0.9% | 0.00% | – |
| VPG | VISHAY PRECISION GROUP INC COMstock | $0 | – | 7 | 0.0% | 0.00% | – | |
| AIO | Buy | VIRTUS ARTIFICIAL INTELLIGENCE COMcef | $2,000 | 0.0% | 134 | +3.1% | 0.00% | – |
| VSTWSA | VISTRA CORP WT EXP 020224stock | $0 | – | 304 | 0.0% | 0.00% | – | |
| AEIS | Exit | ADVANCED ENERGY INDS COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| VOLTA INC COM CL Astock | $1,000 | 0.0% | 1,000 | 0.0% | 0.00% | – | ||
| VNT | VONTIER CORPORATION COMstock | $0 | -100.0% | 24 | 0.0% | 0.00% | – | |
| OLN | Exit | OLIN CORP COM PAR $1stock | $0 | – | -1 | -100.0% | 0.00% | – |
| ANF | ABERCROMBIE & FITCH CO CL Astock | $3,000 | -25.0% | 216 | 0.0% | 0.00% | -100.0% | |
| WAB | Buy | WABTEC COMstock | $1,000 | – | 8 | +33.3% | 0.00% | – |
| AAN | THE AARONS COMPANY INC COMstock | $0 | – | 20 | 0.0% | 0.00% | – | |
| EAGG | New | ISHARES ESG AWARE U.S. AGGREGATE BOND ETFetf | $1,000 | – | 21 | +100.0% | 0.00% | – |
| HYXF | Sell | ISHARES ESG ADVANCED HIGH YIELD CORPORATE BOND ETFetf | $2,000 | -66.7% | 39 | -69.5% | 0.00% | -100.0% |
| ASTS | New | AST SPACEMOBILE INC COM CL Astock | $1,000 | – | 100 | +100.0% | 0.00% | – |
| M | Exit | MACYS INC COMstock | $0 | – | -93 | -100.0% | 0.00% | – |
| EVOFEM BIOSCIENCES INC COM NEWstock | $0 | – | 20 | 0.0% | 0.00% | – | ||
| ROBO | ROBO GLOBAL ROBOTICS&AUTOMATION ETFetf | $0 | – | 5 | 0.0% | 0.00% | – | |
| BYLD | Sell | ISHARES YIELD OPTIMIZED BOND ETFetf | $0 | – | 17 | -22.7% | 0.00% | – |
| SIZE | ISHARES MSCI USA SIZE FACTOR ETFetf | $2,000 | 0.0% | 19 | 0.0% | 0.00% | – | |
| NEAR | ISHARES SHORT MATURITY BOND ETFetf | $1,000 | 0.0% | 22 | 0.0% | 0.00% | – | |
| EUCG | Exit | EUCLID CAPITAL GROWTH ETFetf | $0 | – | 0 | +100.0% | 0.00% | – |
| WPM | WHEATON PRECIOUS METALS CORP COMstock | $3,000 | -25.0% | 100 | 0.0% | 0.00% | -100.0% | |
| WHR | New | WHIRLPOOL CORP COMstock | $3,000 | – | 21 | +100.0% | 0.00% | – |
| JWA | WILEY JOHN & SONS INC CL Astock | $0 | – | 10 | 0.0% | 0.00% | – | |
| VG | Exit | VONAGE HLDGS CORP COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| EFAV | ISHARES MSCI EAFE MIN VOL FACTOR ETFetf | $2,000 | -33.3% | 41 | 0.0% | 0.00% | – | |
| FXO | FIRST TRUST FINANCIALS ALPHADEX ETFetf | $1,000 | 0.0% | 20 | 0.0% | 0.00% | – | |
| ITA | ISHARES U.S. AEROSPACE & DEFENSE ETFetf | $2,000 | 0.0% | 20 | 0.0% | 0.00% | – | |
| IEI | ISHARES 3-7 YEAR TREASURY BOND ETFetf | $3,000 | -25.0% | 30 | 0.0% | 0.00% | -100.0% | |
| IGIB | ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETFetf | $2,000 | 0.0% | 39 | 0.0% | 0.00% | – | |
| QSY | WISDOMTREE US VALUE FUND OF BENEF INTERESTetf | $0 | – | 2 | 0.0% | 0.00% | – | |
| ROBT | FIRST TRUST NASDAQ ARTIFICIAL INTELLIGENCE AND ROBOTICS ETFetf | $1,000 | 0.0% | 18 | 0.0% | 0.00% | – | |
| FTLS | FIRST TRUST LONG/SHORT EQUITY ETFetf | $0 | – | 3 | 0.0% | 0.00% | – | |
| Exit | ZIMVIE INC COMstock | $0 | – | -4 | -100.0% | 0.00% | – | |
| LEGR | FIRST TRUST INDXX INNOVATIVE TRANSACTION & PROCESS ETFetf | $3,000 | -25.0% | 105 | 0.0% | 0.00% | -100.0% | |
| DFJ | WISDOMTREE JAPAN SMALLCAP DIVIDEND FUNDetf | $0 | – | 2 | 0.0% | 0.00% | – | |
| DXJ | WISDOMTREE JAPAN HEDGED EQUITY FUNDetf | $2,000 | 0.0% | 31 | 0.0% | 0.00% | – | |
| FLNT | FLUENT INC COMstock | $1,000 | 0.0% | 800 | 0.0% | 0.00% | – | |
| FMX | FOMENTO ECONOMICO MEXICANO SAB SPON ADR UNITSadr | $0 | – | 7 | 0.0% | 0.00% | – | |
| FTS | Buy | FORTIS INC COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| FLQH | FRANKLIN INTERNATIONAL CORE DIVIDEND TILT INDEX ETFetf | $2,000 | 0.0% | 90 | 0.0% | 0.00% | – | |
| FUBO | FUBOTV INC COMstock | $1,000 | – | 200 | 0.0% | 0.00% | – | |
| POWW | AMMO INC COMstock | $0 | – | 93 | 0.0% | 0.00% | – | |
| GTX | GARRETT MOTION INC COMstock | $0 | – | 7 | 0.0% | 0.00% | – | |
| QLYS | Exit | QUALYS INC COMstock | $0 | – | -15 | -100.0% | 0.00% | – |
| IQ | IQIYI INC SPONSORED ADSadr | $1,000 | -50.0% | 400 | 0.0% | 0.00% | – | |
| HUN | Exit | HUNTSMAN CORP COMstock | $0 | – | -115 | -100.0% | 0.00% | – |
| NVTA | INVITAE CORP COMstock | $1,000 | 0.0% | 260 | 0.0% | 0.00% | – | |
| WW | New | WW INTL INC COMstock | $0 | – | 100 | +100.0% | 0.00% | – |
| VRP | INVESCO VARIABLE RATE PREFERRED ETFetf | $1,000 | 0.0% | 61 | 0.0% | 0.00% | – | |
| QQQJ | Buy | INVESCO NASDAQ NEXT GEN 100 ETFetf | $3,000 | -25.0% | 154 | +0.7% | 0.00% | -100.0% |
| ARTL | Exit | ARTELO BIOSCIENCES INC COM NEWstock | $0 | – | -1,075 | -100.0% | 0.00% | – |
| CDK | Exit | CDK GLOBAL INC COMstock | $0 | – | -19 | -100.0% | 0.00% | – |
| YUMC | YUM CHINA HLDGS INC COMstock | $2,000 | 0.0% | 51 | 0.0% | 0.00% | – | |
| BKLN | New | INVESCO SENIOR LOAN ETFetf | $2,000 | – | 111 | +100.0% | 0.00% | – |
| ZTS | Buy | ZOETIS INC CL Astock | $1,000 | 0.0% | 6 | +20.0% | 0.00% | – |
| XSLV | INVESCO S&P SMALLCAP LOW VOLATILITY ETFetf | $3,000 | 0.0% | 64 | 0.0% | 0.00% | – | |
| PHB | INVESCO FUNDAMENTAL HIGH YIELD CORPORATE BOND ETFetf | $2,000 | 0.0% | 145 | 0.0% | 0.00% | – | |
| XMHQ | INVESCO S&P MIDCAP QUALITY ETFetf | $3,000 | 0.0% | 51 | 0.0% | 0.00% | – | |
| AMCR | Buy | AMCOR PLC ORDstock | $0 | – | 0 | +100.0% | 0.00% | – |
| WLL | Exit | WHITING PETE CORP NEW COM NEWstock | $0 | – | -3 | -100.0% | 0.00% | – |
| BEP | BROOKFIELD RENEWABLE PARTNERS PARTNERSHIP UNITstock | $1,000 | 0.0% | 20 | 0.0% | 0.00% | – | |
| ESSCW | New | EAST STONE ACQUISITION CORP WT 123126stock | $2,000 | – | 25,000 | +100.0% | 0.00% | – |
| HIGAWS | New | H I G ACQUISITION CORP WT EXPstock | $0 | – | 6,000 | +100.0% | 0.00% | – |
| RPG | INVESCO S&P 500 PURE GROWTH ETFetf | $3,000 | -25.0% | 24 | 0.0% | 0.00% | -100.0% | |
| PBW | Sell | INVESCO WILDERHILL CLEAN ENERGY ETFetf | $2,000 | -60.0% | 42 | -60.0% | 0.00% | -100.0% |
| ISRG | Sell | INTUITIVE SURGICAL INC COM NEWstock | $3,000 | -57.1% | 18 | -45.5% | 0.00% | -100.0% |
| Exit | TOUGHBUILT INDS INC COMstock | $0 | – | 0 | +100.0% | 0.00% | – | |
| PSMM | INVESCO MODERATELY CONSERVATIVE MULTI-ASSET ALLOCATION ETFetf | $3,000 | 0.0% | 214 | 0.0% | 0.00% | – | |
| ITRM | Sell | ITERUM THERAPEUTICS PLC SHS NEWstock | $2,000 | 0.0% | 1,200 | -85.0% | 0.00% | – |
| NCLH | NORWEGIAN CRUISE LINE HLDG LTD SHSstock | $1,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
| ST | SENSATA TECHNOLOGIES HLDG PLC SHSstock | $2,000 | 0.0% | 50 | 0.0% | 0.00% | – | |
| KRMA | GLOBAL X CONSCIOUS COMPANIES ETFetf | $2,000 | 0.0% | 80 | 0.0% | 0.00% | – | |
| HYLN | HYLIION HOLDINGS CORP COMMON STOCKstock | $2,000 | 0.0% | 637 | 0.0% | 0.00% | – | |
| ELY | TOPGOLF CALLAWAY BRANDS CORP COMstock | $0 | – | 15 | 0.0% | 0.00% | – | |
| CAL | CALERES INC COMstock | $3,000 | 0.0% | 108 | 0.0% | 0.00% | – | |
| CALM | CAL MAINE FOODS INC COM NEWstock | $3,000 | 0.0% | 51 | 0.0% | 0.00% | – | |
| SBH | SALLY BEAUTY HLDGS INC COMstock | $1,000 | 0.0% | 69 | 0.0% | 0.00% | – | |
| CWH | CAMPING WORLD HLDGS INC CL Astock | $1,000 | 0.0% | 45 | 0.0% | 0.00% | – | |
| SNY | SANOFI SPONSORED ADRadr | $3,000 | -25.0% | 83 | 0.0% | 0.00% | -100.0% | |
| CP | CANADIAN PAC RY LTD COMstock | $3,000 | 0.0% | 45 | 0.0% | 0.00% | – | |
| BFIT | GLOBAL X HEALTH & WELLNESS ETFetf | $1,000 | 0.0% | 33 | 0.0% | 0.00% | – | |
| CARA | CARA THERAPEUTICS INC COMstock | $2,000 | 0.0% | 220 | 0.0% | 0.00% | – | |
| TRITW | New | TRITERRAS INC WT EXP 020221stock | $0 | – | 5,000 | +100.0% | 0.00% | – |
| KMX | CARMAX INC COMstock | $2,000 | -33.3% | 37 | 0.0% | 0.00% | – | |
| CMS | New | CMS ENERGY CORP COMstock | $1,000 | – | 14 | +100.0% | 0.00% | – |
| ALC | Sell | ALCON AG ORD SHSstock | $1,000 | 0.0% | 10 | -44.4% | 0.00% | – |
| BNS | Exit | BANK NOVA SCOTIA B C COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| SCHM | Sell | SCHWAB U.S. MID-CAP ETFetf | $3,000 | -97.8% | 53 | -97.5% | 0.00% | -100.0% |
| CC | CHEMOURS CO COMstock | $0 | – | 3 | 0.0% | 0.00% | – | |
| New | RUBICON TECHNOLOGIES INC CL A COMstock | $0 | – | 223 | +100.0% | 0.00% | – | |
| IGR | CBRE GBL REAL ESTATE INC FD COMcef | $0 | – | 15 | 0.0% | 0.00% | – | |
| BFLY | BUTTERFLY NETWORK INC COM CL Astock | $1,000 | 0.0% | 300 | 0.0% | 0.00% | – | |
| RMT | Buy | ROYCE MICRO-CAP TR INC COMcef | $1,000 | 0.0% | 165 | +1.2% | 0.00% | – |
| ROST | ROSS STORES INC COMstock | $2,000 | 0.0% | 22 | 0.0% | 0.00% | – | |
| ROBINHOOD MKTS INC COM CL Astock | $1,000 | 0.0% | 100 | 0.0% | 0.00% | – | ||
| REZI | RESIDEO TECHNOLOGIES INC COMstock | $0 | – | 12 | 0.0% | 0.00% | – | |
| AMC | Sell | AMC ENTMT HLDGS INC CL A COMstock | $3,000 | -62.5% | 383 | -34.3% | 0.00% | -100.0% |
| BIPC | BROOKFIELD INFRASTRUCTURE CORP COM SB VTG SHS Astock | $1,000 | 0.0% | 15 | 0.0% | 0.00% | – | |
| BAM | BROOKFIELD ASSET MGMT INC CL A LTD VT SHstock | $2,000 | 0.0% | 45 | 0.0% | 0.00% | – | |
| CHD | CHURCH & DWIGHT CO INC COMstock | $3,000 | -25.0% | 48 | 0.0% | 0.00% | -100.0% | |
| RDFN | REDFIN CORP COMstock | $1,000 | 0.0% | 150 | 0.0% | 0.00% | – | |
| RRC | RANGE RES CORP COMstock | $2,000 | 0.0% | 75 | 0.0% | 0.00% | – | |
| BXP | BOSTON PROPERTIES INC COMreit | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
| DGX | QUEST DIAGNOSTICS INC COMstock | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
| CLX | New | CLOROX CO DEL COMstock | $0 | – | 2 | +100.0% | 0.00% | – |
| CRSP | CRISPR THERAPEUTICS AG NAMEN AKTstock | $1,000 | 0.0% | 12 | 0.0% | 0.00% | – | |
| BKNG | BOOKING HOLDINGS INC COMstock | $3,000 | -25.0% | 2 | 0.0% | 0.00% | -100.0% | |
| HRB | New | BLOCK H & R INC COMstock | $3,000 | – | 75 | +100.0% | 0.00% | – |
| PTRA | PROTERRA INC COMstock | $1,000 | 0.0% | 250 | 0.0% | 0.00% | – | |
| BFTR | New | BLACKROCK FUTURE INNOVATORS ETFetf | $2,000 | – | 96 | +100.0% | 0.00% | – |
| BDJ | Buy | BLACKROCK ENHANCED EQUITY DIVI COMcef | $1,000 | 0.0% | 155 | +2.0% | 0.00% | – |
| INGR | Buy | INGREDION INC COMstock | $1,000 | 0.0% | 12 | +20.0% | 0.00% | – |
| PROSHARES BITCOIN STRATEGY ETFetf | $0 | – | 25 | 0.0% | 0.00% | – | ||
| BLKB | BLACKBAUD INC COMstock | $3,000 | 0.0% | 59 | 0.0% | 0.00% | – | |
| SRE | SEMPRA COMstock | $3,000 | 0.0% | 19 | 0.0% | 0.00% | – | |
| NOW | SERVICENOW INC COMstock | $1,000 | 0.0% | 2 | 0.0% | 0.00% | – | |
| CGNX | COGNEX CORP COMstock | $1,000 | 0.0% | 31 | 0.0% | 0.00% | – | |
| PRG | PROG HOLDINGS INC COM NPVstock | $1,000 | 0.0% | 40 | 0.0% | 0.00% | – | |
| GDRX | Sell | GOODRX HLDGS INC COM CL Astock | $1,000 | -75.0% | 300 | -50.0% | 0.00% | -100.0% |
| TROW | PRICE T ROWE GROUP INC COMstock | $3,000 | 0.0% | 26 | 0.0% | 0.00% | – | |
| BLDR | Exit | BUILDERS FIRSTSOURCE INC COMstock | $0 | – | -90 | -100.0% | -0.00% | – |
| IMO | Exit | IMPERIAL OIL LTD COM NEWstock | $0 | – | -75 | -100.0% | -0.00% | – |
| PANL | Exit | PANGAEA LOGISTICS SOLUTION LTD SHSstock | $0 | – | -700 | -100.0% | -0.00% | – |
| MXI | Exit | ISHARES GLOBAL MATERIALS ETFetf | $0 | – | -94 | -100.0% | -0.00% | – |
| CFVI | Exit | CF ACQUISITION CORP VI COM CL Astock | $0 | – | -800 | -100.0% | -0.00% | – |
| SHE | Exit | SPDR SSGA GENDER DIVERSITY INDEX ETFetf | $0 | – | -75 | -100.0% | -0.00% | – |
| BBH | Exit | VANECK BIOTECH ETFetf | $0 | – | -25 | -100.0% | -0.00% | – |
| CWK | Exit | CUSHMAN WAKEFIELD PLC SHSstock | $0 | – | -250 | -100.0% | -0.00% | – |
| GWRE | Exit | GUIDEWIRE SOFTWARE INC COMstock | $0 | – | -50 | -100.0% | -0.00% | – |
| KRO | Exit | KRONOS WORLDWIDE INC COMstock | $0 | – | -220 | -100.0% | -0.00% | – |
| MELI | Exit | MERCADOLIBRE INC COMstock | $0 | – | -10 | -100.0% | -0.00% | – |
| NLY | Exit | ANNALY CAPITAL MANAGEMENT INC COMreit | $0 | – | -666 | -100.0% | -0.00% | – |
| MOV | Exit | MOVADO GROUP INC COMstock | $0 | – | -265 | -100.0% | -0.00% | – |
| PATK | Exit | PATRICK INDS INC COMstock | $0 | – | -151 | -100.0% | -0.00% | – |
| BKE | Exit | BUCKLE INC COMstock | $0 | – | -172 | -100.0% | -0.00% | – |
| GRIN | Exit | GRINDROD SHIPPING HOLDINGS LTD SHSstock | $0 | – | -512 | -100.0% | -0.00% | – |
| E | Exit | ENI S P A SPONSORED ADRadr | $0 | – | -553 | -100.0% | -0.00% | – |
| J | Exit | JACOBS ENGR GROUP INC COMstock | $0 | – | -82 | -100.0% | -0.00% | – |
| DBRG | Exit | DIGITALBRIDGE GROUP INC CL A COMreit | $0 | – | -2,586 | -100.0% | -0.00% | – |
| KNOP | Exit | KNOT OFFSHORE PARTNERS LP COM UNITSstock | $0 | – | -750 | -100.0% | -0.00% | – |
| HTA | Exit | HEALTHCARE TR AMER INC CL A NEWreit | $0 | – | -473 | -100.0% | -0.00% | – |
| MATX | Exit | MATSON INC COMstock | $0 | – | -156 | -100.0% | -0.00% | – |
| CCEP | Exit | COCA-COLA EUROPACIFIC PARTNERS SHSstock | $0 | – | -200 | -100.0% | -0.00% | – |
| EUDG | Exit | WISDOMTREE EUROPE QUALITY DIVIDEND GROWTH FUNDetf | $0 | – | -600 | -100.0% | -0.00% | – |
| SHYF | Exit | SHYFT GROUP INC COMstock | $0 | – | -1,731 | -100.0% | -0.01% | – |
| GSK | Exit | GSK PLC SPONSORED ADRadr | $0 | – | -953 | -100.0% | -0.01% | – |
| ESGG | Exit | FLEXSHARES STOXX GLOBAL ESG SELECT INDEX FUNDetf | $0 | – | -500 | -100.0% | -0.01% | – |
| FLDR | Exit | FIDELITY LOW DURATION BOND FACTOR ETFetf | $0 | – | -235,506 | -100.0% | -1.92% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-11-01
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES S&P SMALL-CAP FUND | 28 | Q3 2023 | 6.6% |
| VANGUARD VALUE INDEX FUND | 28 | Q3 2023 | 3.8% |
| ISHARES S&P MIDCAP FUND | 28 | Q3 2023 | 6.8% |
| SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF | 28 | Q3 2023 | 3.5% |
| VANGUARD FTSE DEVELOPED MARKETS ETF | 28 | Q3 2023 | 4.1% |
| APPLE INC COM | 28 | Q3 2023 | 2.6% |
| ISHARES MSCI USA MIN VOL FACTOR ETF | 28 | Q3 2023 | 5.1% |
| VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND | 28 | Q3 2023 | 2.8% |
| AMAZON COM INC COM | 28 | Q3 2023 | 2.4% |
| VANGUARD INTERMEDIATE-TERM BOND INDEX FUND | 28 | Q3 2023 | 5.8% |
View CREATIVE FINANCIAL DESIGNS INC /ADV's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-01-10 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-07-26 |
| 13F-HR | 2023-04-25 |
| 13F-HR | 2023-02-01 |
| 13F-HR | 2022-11-01 |
| 13F-HR | 2022-08-01 |
| 13F-HR | 2022-04-15 |
| 13F-HR | 2022-01-26 |
| 13F-HR | 2021-10-08 |
View CREATIVE FINANCIAL DESIGNS INC /ADV'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.