$1.28 Billion is the total value of Clearstead Advisors, LLC's 1313 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 23.6% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VOO | Buy | VANGUARD INDEX FDS | $147,690,838 | +7.1% | 420,364 | +0.1% | 11.57% | -9.0% |
| VO | Buy | VANGUARD INDEX FDSmid cap etf | $44,868,777 | +13.3% | 220,150 | +4.5% | 3.51% | -3.7% |
| AAPL | Buy | APPLE INC | $43,652,608 | -4.7% | 335,970 | +1.4% | 3.42% | -19.0% |
| JEPI | Buy | J P MORGAN EXCHANGE TRADED Fequity premium | $35,819,319 | +64.3% | 657,117 | +54.4% | 2.81% | +39.7% |
| MSFT | Buy | MICROSOFT CORP | $35,232,588 | +6.7% | 146,913 | +3.6% | 2.76% | -9.3% |
| SDY | Buy | SPDR SER TRs&p divid etf | $32,009,158 | +72.2% | 255,848 | +53.4% | 2.51% | +46.4% |
| VT | Buy | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $27,001,123 | +286.6% | 313,274 | +253.8% | 2.12% | +228.4% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $25,357,843 | +22.6% | 104,832 | +11.2% | 1.99% | +4.3% |
| VB | Buy | VANGUARD INDEX FDSsmall cp etf | $24,462,354 | +16.5% | 133,281 | +8.4% | 1.92% | -1.0% |
| MDY | Buy | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $23,005,679 | +16.5% | 51,956 | +5.7% | 1.80% | -0.9% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $22,139,559 | +13.9% | 57,624 | +6.4% | 1.73% | -3.1% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $21,610,932 | +20.9% | 56,510 | +12.9% | 1.69% | +2.8% |
| IWV | Sell | ISHARES TRrussell 3000 etf | $20,338,434 | +6.5% | 92,163 | -0.1% | 1.59% | -9.4% |
| SGOV | New | ISHARES TR0-3 mnth treasry | $16,162,591 | – | 161,400 | +100.0% | 1.27% | – |
| IJR | Buy | ISHARES TRcore s&p scp etf | $14,327,024 | +30.3% | 151,384 | +20.1% | 1.12% | +10.8% |
| PEP | Sell | PEPSICO INC | $14,028,717 | +10.4% | 77,653 | -0.2% | 1.10% | -6.1% |
| HD | Buy | HOME DEPOT INC | $13,289,505 | +15.8% | 42,074 | +1.2% | 1.04% | -1.5% |
| JPM | Sell | JPMORGAN CHASE & CO | $13,235,266 | +27.9% | 98,697 | -0.3% | 1.04% | +8.8% |
| ACWI | Buy | ISHARES TRmsci acwi etf | $12,216,409 | +169.4% | 143,926 | +147.0% | 0.96% | +128.9% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $12,193,271 | +16.8% | 39,473 | +1.0% | 0.96% | -0.7% |
| VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $11,623,681 | +37.2% | 76,547 | +22.2% | 0.91% | +16.7% |
| PG | Buy | PROCTER AND GAMBLE CO | $11,135,744 | +23.5% | 73,474 | +2.9% | 0.87% | +4.9% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $10,853,084 | -2.2% | 123,009 | +6.1% | 0.85% | -16.8% |
| USMV | Sell | ISHARES TRmsci usa min vol | $10,758,466 | +7.7% | 149,216 | -1.2% | 0.84% | -8.4% |
| JNJ | Buy | JOHNSON & JOHNSON | $10,632,512 | +9.9% | 60,190 | +1.6% | 0.83% | -6.5% |
| PGR | Sell | PROGRESSIVE CORP | $10,207,399 | +8.6% | 78,694 | -2.7% | 0.80% | -7.6% |
| LECO | Buy | LINCOLN ELEC HLDGS INC | $9,990,915 | +20.3% | 69,143 | +4.6% | 0.78% | +2.4% |
| ABT | Buy | ABBOTT LABS | $9,696,533 | +13.8% | 88,319 | +0.3% | 0.76% | -3.2% |
| IWB | Sell | ISHARES TRrus 1000 etf | $9,470,612 | -6.7% | 44,987 | -12.6% | 0.74% | -20.7% |
| XOM | Sell | EXXON MOBIL CORP | $9,170,605 | +7.2% | 83,142 | -15.1% | 0.72% | -8.9% |
| IWR | Sell | ISHARES TRrus mid cap etf | $9,071,976 | +6.9% | 134,499 | -1.5% | 0.71% | -9.1% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $8,811,518 | +47.6% | 46,088 | +38.5% | 0.69% | +25.5% |
| COST | Buy | COSTCO WHSL CORP NEW | $8,549,194 | -3.1% | 18,728 | +0.3% | 0.67% | -17.6% |
| ARCC | Buy | ARES CAPITAL CORP | $7,741,289 | +17.0% | 419,128 | +6.9% | 0.61% | -0.7% |
| ADP | Sell | AUTOMATIC DATA PROCESSING IN | $7,613,779 | +5.3% | 31,875 | -0.3% | 0.60% | -10.5% |
| MRK | Sell | MERCK & CO INC | $7,493,621 | +27.3% | 67,541 | -1.2% | 0.59% | +8.3% |
| ABBV | Sell | ABBVIE INC | $7,382,668 | +15.3% | 45,682 | -4.2% | 0.58% | -2.0% |
| EFA | Buy | ISHARES TRmsci eafe etf | $7,299,055 | +19.9% | 111,198 | +2.3% | 0.57% | +2.0% |
| PFE | Buy | PFIZER INC | $6,773,490 | +19.7% | 132,191 | +2.2% | 0.53% | +1.7% |
| AMZN | Buy | AMAZON COM INC | $6,750,136 | -24.4% | 80,359 | +1.7% | 0.53% | -35.7% |
| VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $6,392,547 | +5.2% | 77,504 | +2.2% | 0.50% | -10.5% |
| CSCO | Sell | CISCO SYS INC | $6,364,853 | +11.7% | 133,603 | -6.2% | 0.50% | -5.0% |
| LLY | Buy | LILLY ELI & CO | $6,178,817 | +14.5% | 16,889 | +1.2% | 0.48% | -2.6% |
| V | Sell | VISA INC | $6,119,141 | +15.5% | 29,453 | -1.2% | 0.48% | -1.8% |
| CVX | Buy | CHEVRON CORP NEW | $5,992,770 | +34.3% | 33,388 | +7.5% | 0.47% | +14.1% |
| KO | Buy | COCA COLA CO | $5,985,403 | +18.9% | 94,095 | +4.7% | 0.47% | +1.1% |
| TSLA | Sell | TESLA INC | $5,795,726 | -55.5% | 47,051 | -4.1% | 0.45% | -62.1% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $5,490,345 | +5.6% | 10,356 | +0.6% | 0.43% | -10.2% |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO | $5,451,156 | +8.3% | 75,763 | +7.0% | 0.43% | -8.0% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $5,455,008 | +107.6% | 139,944 | +94.3% | 0.43% | +76.4% |
| SHY | Buy | ISHARES TR1 3 yr treas bd | $5,369,801 | +144.5% | 66,155 | +144.6% | 0.42% | +108.4% |
| KEY | Buy | KEYCORP | $5,232,822 | +8.8% | 300,392 | +0.1% | 0.41% | -7.4% |
| VONE | New | VANGUARD SCOTTSDALE FDSvng rus1000idx | $5,180,924 | – | 29,731 | +100.0% | 0.41% | – |
| GOOG | Sell | ALPHABET INCcap stk cl c | $5,152,553 | -10.6% | 58,070 | -3.1% | 0.40% | -23.9% |
| IEFA | Buy | ISHARES TRcore msci eafe | $5,087,982 | +19.8% | 82,544 | +2.4% | 0.40% | +2.0% |
| MA | Sell | MASTERCARD INCORPORATEDcl a | $4,938,649 | +20.4% | 14,203 | -1.5% | 0.39% | +2.4% |
| MCD | Buy | MCDONALDS CORP | $4,905,902 | +19.7% | 18,616 | +4.8% | 0.38% | +1.6% |
| IWM | Sell | ISHARES TRrussell 2000 etf | $4,898,873 | +4.7% | 28,096 | -0.9% | 0.38% | -10.9% |
| ORCL | Buy | ORACLE CORP | $4,727,078 | +36.3% | 57,831 | +1.9% | 0.37% | +15.6% |
| IEMG | Buy | ISHARES INCcore msci emkt | $4,683,824 | +33.4% | 100,296 | +22.7% | 0.37% | +13.3% |
| NKE | Sell | NIKE INCcl b | $4,658,386 | +37.4% | 39,812 | -2.4% | 0.36% | +17.0% |
| TGT | Buy | TARGET CORP | $4,542,015 | +3.3% | 30,475 | +2.8% | 0.36% | -12.1% |
| IVW | Sell | ISHARES TRs&p 500 grwt etf | $4,482,036 | -10.8% | 76,616 | -11.8% | 0.35% | -24.2% |
| DIS | Sell | DISNEY WALT CO | $4,320,900 | -8.3% | 49,734 | -0.4% | 0.34% | -22.1% |
| CVGI | Buy | COMMERCIAL VEH GROUP INC | $4,308,272 | +52.6% | 632,639 | +0.8% | 0.34% | +29.6% |
| AMGN | Sell | AMGEN INC | $4,275,275 | +13.3% | 16,278 | -2.8% | 0.34% | -3.7% |
| SCHM | Buy | SCHWAB STRATEGIC TRus mid-cap etf | $4,232,062 | +11.2% | 64,503 | +2.5% | 0.33% | -5.7% |
| DVY | Buy | ISHARES TRselect divid etf | $4,026,117 | +29.6% | 33,384 | +15.3% | 0.32% | +10.1% |
| VEA | Buy | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $4,019,164 | +24.1% | 95,763 | +7.5% | 0.32% | +5.7% |
| NOC | Buy | NORTHROP GRUMMAN CORP | $3,961,674 | +18.5% | 7,261 | +2.2% | 0.31% | +0.6% |
| IVE | Buy | ISHARES TRs&p 500 val etf | $3,932,267 | +13.9% | 27,106 | +0.9% | 0.31% | -3.1% |
| WMT | Buy | WALMART INC | $3,854,232 | +14.1% | 27,183 | +4.4% | 0.30% | -2.9% |
| VTEB | Buy | VANGUARD MUN BD FDStax exempt bd | $3,855,176 | +660.4% | 77,898 | +639.5% | 0.30% | +542.6% |
| VEU | Buy | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $3,822,022 | +16.5% | 76,227 | +3.1% | 0.30% | -1.0% |
| VCLT | Sell | VANGUARD SCOTTSDALE FDSlg-term cor bd | $3,817,071 | -13.9% | 50,417 | -16.7% | 0.30% | -26.7% |
| RWR | Buy | SPDR SER TRdj reit etf | $3,725,672 | +3.6% | 42,750 | +0.1% | 0.29% | -11.8% |
| ETN | Buy | EATON CORP PLC | $3,691,822 | +60.4% | 23,522 | +36.3% | 0.29% | +36.3% |
| TFSL | TFS FINL CORP | $3,669,968 | +10.8% | 254,682 | 0.0% | 0.29% | -5.9% | |
| BIPC | Buy | BROOKFIELD INFRASTRUCTURE CO | $3,583,815 | -3.3% | 92,129 | +1.2% | 0.28% | -17.6% |
| LOW | Sell | LOWES COS INC | $3,592,652 | +5.1% | 18,032 | -0.9% | 0.28% | -10.8% |
| DHR | Buy | DANAHER CORPORATION | $3,448,602 | +4.1% | 12,993 | +1.3% | 0.27% | -11.5% |
| INTC | Sell | INTEL CORP | $3,390,171 | -0.9% | 128,270 | -3.4% | 0.27% | -15.6% |
| PH | Buy | PARKER-HANNIFIN CORP | $3,291,038 | +24.4% | 11,309 | +3.6% | 0.26% | +5.7% |
| HBAN | Buy | HUNTINGTON BANCSHARES INC | $3,162,672 | +8.7% | 224,303 | +1.6% | 0.25% | -7.5% |
| SHW | Sell | SHERWIN WILLIAMS CO | $3,155,221 | +15.4% | 13,295 | -0.5% | 0.25% | -2.0% |
| New | FTAI AVIATION LTD | $3,110,327 | – | 181,678 | +100.0% | 0.24% | – | |
| VXF | Buy | VANGUARD INDEX FDSextend mkt etf | $3,058,178 | +7.3% | 23,018 | +2.6% | 0.24% | -8.7% |
| RSP | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $3,053,401 | +160.1% | 21,617 | +134.3% | 0.24% | +121.3% |
| TXN | Sell | TEXAS INSTRS INC | $2,841,325 | +4.7% | 17,197 | -2.0% | 0.22% | -10.8% |
| AXP | Buy | AMERICAN EXPRESS CO | $2,752,573 | +11.1% | 18,630 | +1.4% | 0.22% | -5.3% |
| EMR | Sell | EMERSON ELEC CO | $2,656,119 | +30.5% | 27,651 | -0.5% | 0.21% | +11.2% |
| DE | Buy | DEERE & CO | $2,575,274 | +35.8% | 6,006 | +5.8% | 0.20% | +15.4% |
| HDV | Sell | ISHARES TRcore high dv etf | $2,539,182 | +9.4% | 24,359 | -4.2% | 0.20% | -7.0% |
| MMM | Sell | 3M CO | $2,544,349 | +3.4% | 21,217 | -4.7% | 0.20% | -12.3% |
| NDSN | Sell | NORDSON CORP | $2,520,078 | +9.7% | 10,601 | -2.1% | 0.20% | -7.1% |
| QQQ | Sell | INVESCO QQQ TRunit ser 1 | $2,509,602 | -7.7% | 9,425 | -7.4% | 0.20% | -21.5% |
| IWD | Buy | ISHARES TRrus 1000 val etf | $2,516,711 | +11.6% | 16,596 | +0.1% | 0.20% | -5.3% |
| LMT | Buy | LOCKHEED MARTIN CORP | $2,482,261 | +41.3% | 5,102 | +12.2% | 0.19% | +19.8% |
| AMAT | Buy | APPLIED MATLS INC | $2,438,704 | +19.1% | 25,043 | +0.2% | 0.19% | +1.1% |
| SYK | Buy | STRYKER CORPORATION | $2,430,638 | +24.7% | 9,942 | +3.3% | 0.19% | +5.6% |
| HON | Buy | HONEYWELL INTL INC | $2,358,307 | +34.4% | 11,005 | +4.7% | 0.18% | +14.2% |
| MO | Sell | ALTRIA GROUP INC | $2,364,067 | +12.5% | 51,719 | -0.6% | 0.18% | -4.6% |
| NEE | Buy | NEXTERA ENERGY INC | $2,317,634 | +19.2% | 27,723 | +11.8% | 0.18% | +1.7% |
| WFC | Sell | WELLS FARGO CO NEW | $2,271,627 | +1.2% | 55,016 | -1.5% | 0.18% | -14.0% |
| SCZ | Buy | ISHARES TReafe sml cp etf | $2,210,626 | +86.6% | 39,140 | +61.1% | 0.17% | +58.7% |
| STE | Sell | STERIS PLC | $2,197,811 | -49.9% | 11,900 | -54.9% | 0.17% | -57.4% |
| AMCR | Sell | AMCOR PLCord | $2,172,062 | -4.0% | 182,373 | -13.5% | 0.17% | -18.3% |
| RTX | Buy | RAYTHEON TECHNOLOGIES CORP | $2,174,091 | +23.7% | 21,543 | +0.4% | 0.17% | +4.9% |
| APD | Buy | AIR PRODS & CHEMS INC | $2,160,286 | +42.0% | 7,008 | +7.2% | 0.17% | +20.7% |
| EEM | Sell | ISHARES TRmsci emg mkt etf | $2,147,428 | -5.3% | 56,660 | -12.9% | 0.17% | -19.6% |
| CL | Buy | COLGATE PALMOLIVE CO | $2,135,062 | +26.9% | 27,098 | +13.1% | 0.17% | +7.7% |
| BIP | Buy | BROOKFIELD INFRAST PARTNERSlp int unit | $2,124,519 | +32.0% | 68,555 | +52.8% | 0.17% | +12.2% |
| ACN | Buy | ACCENTURE PLC IRELAND | $2,096,829 | +6.9% | 7,858 | +3.0% | 0.16% | -9.4% |
| ITW | Buy | ILLINOIS TOOL WKS INC | $2,095,804 | +22.0% | 9,513 | +0.0% | 0.16% | +3.8% |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS | $2,088,272 | +15.7% | 14,822 | -2.4% | 0.16% | -1.2% |
| UNP | Sell | UNION PAC CORP | $2,079,227 | +3.4% | 10,041 | -2.7% | 0.16% | -11.9% |
| CVS | Buy | CVS HEALTH CORP | $2,066,510 | +3.3% | 22,175 | +5.8% | 0.16% | -12.0% |
| NVS | Sell | NOVARTIS AGsponsored adr | $2,066,964 | +12.9% | 22,784 | -5.4% | 0.16% | -4.1% |
| PPG | Buy | PPG INDS INC | $2,044,355 | +13.8% | 16,259 | +0.2% | 0.16% | -3.0% |
| AMT | Sell | AMERICAN TOWER CORP NEW | $2,037,303 | -5.0% | 9,616 | -3.8% | 0.16% | -19.2% |
| CB | Sell | CHUBB LIMITED | $1,990,296 | +10.1% | 9,022 | -9.2% | 0.16% | -6.6% |
| SPGI | Sell | S&P GLOBAL INC | $1,972,809 | +8.2% | 5,890 | -1.4% | 0.16% | -7.7% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $1,964,922 | -6.8% | 49,871 | -10.2% | 0.15% | -20.6% |
| AVGO | Buy | BROADCOM INC | $1,953,041 | +40.2% | 3,493 | +11.3% | 0.15% | +19.5% |
| BLK | Buy | BLACKROCK INC | $1,912,301 | +30.4% | 2,699 | +1.3% | 0.15% | +11.1% |
| GS | Sell | GOLDMAN SACHS GROUP INC | $1,884,974 | +9.5% | 5,489 | -6.5% | 0.15% | -6.9% |
| TJX | Sell | TJX COS INC NEW | $1,894,122 | +26.4% | 23,796 | -1.4% | 0.15% | +7.2% |
| BAC | Buy | BANK AMERICA CORP | $1,864,579 | +11.3% | 56,298 | +1.5% | 0.15% | -5.2% |
| GLD | Sell | SPDR GOLD TR | $1,780,202 | -39.4% | 10,494 | -44.7% | 0.14% | -48.5% |
| IWF | Buy | ISHARES TRrus 1000 grw etf | $1,759,125 | +2.5% | 8,211 | +0.6% | 0.14% | -12.7% |
| CSX | Buy | CSX CORP | $1,707,534 | +21.2% | 55,117 | +4.2% | 0.13% | +3.1% |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC | $1,639,168 | +26.5% | 2,977 | +16.6% | 0.13% | +7.6% |
| MU | Buy | MICRON TECHNOLOGY INC | $1,639,998 | +0.1% | 32,813 | +0.4% | 0.13% | -15.2% |
| ADBE | Buy | ADOBE SYSTEMS INCORPORATED | $1,615,344 | +28.5% | 4,800 | +5.1% | 0.13% | +9.5% |
| IJK | Sell | ISHARES TRs&p mc 400gr etf | $1,618,550 | +7.3% | 23,698 | -1.0% | 0.13% | -8.6% |
| SYY | Sell | SYSCO CORP | $1,610,864 | +7.5% | 21,071 | -0.6% | 0.13% | -8.7% |
| PHYS | Sell | SPROTT PHYSICAL GOLD TRunit | $1,566,355 | -25.1% | 111,089 | -32.0% | 0.12% | -36.3% |
| IGF | Buy | ISHARES TRglb infrastr etf | $1,559,385 | +547.0% | 34,018 | +491.6% | 0.12% | +454.5% |
| UPS | Sell | UNITED PARCEL SERVICE INCcl b | $1,511,786 | +2.1% | 8,696 | -5.1% | 0.12% | -13.2% |
| CLF | Buy | CLEVELAND-CLIFFS INC NEW | $1,502,580 | +20.2% | 93,270 | +0.5% | 0.12% | +2.6% |
| STT | Buy | STATE STR CORP | $1,480,916 | +28.7% | 19,091 | +0.9% | 0.12% | +9.4% |
| MDT | Sell | MEDTRONIC PLC | $1,476,595 | -11.4% | 18,999 | -7.9% | 0.12% | -24.7% |
| ICE | Sell | INTERCONTINENTAL EXCHANGE IN | $1,467,345 | +10.5% | 14,303 | -2.7% | 0.12% | -5.7% |
| BX | Sell | BLACKSTONE INC | $1,405,290 | -13.4% | 18,942 | -2.3% | 0.11% | -26.7% |
| NVDA | Buy | NVIDIA CORPORATION | $1,404,200 | +26.6% | 9,609 | +5.1% | 0.11% | +7.8% |
| VBR | Buy | VANGUARD INDEX FDSsm cp val etf | $1,384,502 | +35.7% | 8,719 | +22.6% | 0.11% | +14.9% |
| CRM | Sell | SALESFORCE INC | $1,382,986 | -40.0% | 10,431 | -34.9% | 0.11% | -49.1% |
| CMI | Buy | CUMMINS INC | $1,348,344 | +26.2% | 5,565 | +6.1% | 0.11% | +8.2% |
| VOT | VANGUARD INDEX FDSmcap gr idxvip | $1,357,008 | +5.4% | 7,549 | 0.0% | 0.11% | -10.9% | |
| MBCN | MIDDLEFIELD BANC CORP | $1,342,107 | +1.1% | 48,982 | 0.0% | 0.10% | -13.9% | |
| VSS | Buy | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $1,333,054 | +9421.8% | 12,966 | +8319.5% | 0.10% | +10300.0% |
| PANW | Sell | PALO ALTO NETWORKS INC | $1,324,235 | -15.4% | 9,490 | -0.7% | 0.10% | -27.8% |
| CMT | Sell | CORE MOLDING TECHNOLOGIES IN | $1,321,057 | +28.3% | 101,698 | -1.9% | 0.10% | +8.4% |
| ADM | Buy | ARCHER DANIELS MIDLAND CO | $1,309,901 | +40.5% | 14,108 | +21.8% | 0.10% | +19.8% |
| New | J P MORGAN EXCHANGE TRADED Fnasdaq eqt prem | $1,288,056 | – | 31,570 | +100.0% | 0.10% | – | |
| CMCSA | Sell | COMCAST CORP NEWcl a | $1,260,181 | +18.9% | 36,036 | -0.3% | 0.10% | +1.0% |
| PYPL | Sell | PAYPAL HLDGS INC | $1,265,366 | -19.6% | 17,767 | -2.8% | 0.10% | -31.7% |
| BDX | Sell | BECTON DICKINSON & CO | $1,250,677 | +13.9% | 4,918 | -0.2% | 0.10% | -3.0% |
| T | Buy | AT&T INC | $1,233,637 | +31.7% | 67,009 | +9.7% | 0.10% | +12.8% |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $1,224,584 | +22.0% | 9,605 | 0.0% | 0.10% | +4.3% | |
| ANTM | Buy | ELEVANCE HEALTH INC | $1,217,259 | +13.0% | 2,373 | +0.1% | 0.10% | -4.0% |
| KMB | Sell | KIMBERLY-CLARK CORP | $1,163,378 | +17.6% | 8,570 | -2.5% | 0.09% | 0.0% |
| ACWX | Sell | ISHARES TRmsci acwi ex us | $1,132,495 | -19.6% | 24,890 | -29.3% | 0.09% | -31.5% |
| EMXC | Sell | ISHARES INCmsci emrg chn | $1,140,064 | +2.2% | 24,017 | -4.6% | 0.09% | -13.6% |
| MMC | Buy | MARSH & MCLENNAN COS INC | $1,141,431 | +12.8% | 6,898 | +1.7% | 0.09% | -4.3% |
| IWN | Buy | ISHARES TRrus 2000 val etf | $1,065,618 | +7.7% | 7,685 | +0.2% | 0.08% | -8.8% |
| STZ | Buy | CONSTELLATION BRANDS INCcl a | $1,058,712 | +9.0% | 4,568 | +8.0% | 0.08% | -6.7% |
| FISV | FISERV INC | $1,028,690 | +8.1% | 10,178 | 0.0% | 0.08% | -8.0% | |
| ITOT | Buy | ISHARES TRcore s&p ttl stk | $1,007,748 | +7.2% | 11,884 | +0.6% | 0.08% | -9.2% |
| FB | Sell | META PLATFORMS INCcl a | $1,004,920 | -52.9% | 8,351 | -46.9% | 0.08% | -59.7% |
| YUM | Buy | YUM BRANDS INC | $1,012,216 | +25.7% | 7,903 | +4.4% | 0.08% | +6.8% |
| SHV | New | ISHARES TRshort treas bd | $1,003,138 | – | 9,126 | +100.0% | 0.08% | – |
| IUSG | Buy | ISHARES TRcore s&p us gwt | $995,848 | +1.7% | 12,216 | +0.1% | 0.08% | -13.3% |
| LIN | Buy | LINDE PLC | $1,001,397 | +31.4% | 3,070 | +8.7% | 0.08% | +11.4% |
| XLF | Sell | SELECT SECTOR SPDR TRfinancial | $985,073 | +11.3% | 28,803 | -1.1% | 0.08% | -6.1% |
| SJM | Buy | SMUCKER J M CO | $927,479 | +28.3% | 5,853 | +11.2% | 0.07% | +9.0% |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $937,422 | +15.3% | 2 | 0.0% | 0.07% | -2.7% | |
| SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $912,350 | +42.6% | 12,078 | +25.4% | 0.07% | +20.3% |
| EFV | Sell | ISHARES TReafe value etf | $892,825 | -0.0% | 19,460 | -16.1% | 0.07% | -14.6% |
| ALL | ALLSTATE CORP | $882,620 | +8.8% | 6,509 | 0.0% | 0.07% | -8.0% | |
| EFG | Buy | ISHARES TReafe grwth etf | $882,244 | +82.3% | 10,533 | +57.9% | 0.07% | +53.3% |
| DGS | Sell | WISDOMTREE TRemg mkts smcap | $887,146 | +10.1% | 20,167 | -0.3% | 0.07% | -6.8% |
| NSC | Buy | NORFOLK SOUTHN CORP | $863,803 | +113.8% | 3,505 | +82.0% | 0.07% | +83.8% |
| FULT | FULTON FINL CORP PA | $866,139 | +6.5% | 51,464 | 0.0% | 0.07% | -9.3% | |
| QCOM | Sell | QUALCOMM INC | $873,103 | -3.2% | 7,942 | -0.6% | 0.07% | -18.1% |
| TOLZ | New | PROSHARES TRdj brkfld glb | $849,377 | – | 19,100 | +100.0% | 0.07% | – |
| SBUX | Sell | STARBUCKS CORP | $858,057 | +2.5% | 8,650 | -12.9% | 0.07% | -13.0% |
| SCHW | Buy | SCHWAB CHARLES CORP | $859,735 | +23.0% | 10,326 | +6.2% | 0.07% | +4.7% |
| TFC | Sell | TRUIST FINL CORP | $859,592 | -1.6% | 19,977 | -0.5% | 0.07% | -17.3% |
| USB | Buy | US BANCORP DEL | $821,180 | +9.2% | 18,830 | +1.0% | 0.06% | -7.2% |
| IRM | IRON MTN INC DEL | $789,275 | +13.4% | 15,833 | 0.0% | 0.06% | -3.1% | |
| RYT | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql tec | $788,864 | +7.3% | 3,247 | +0.0% | 0.06% | -8.8% |
| XLV | Sell | SELECT SECTOR SPDR TRsbi healthcare | $795,422 | +9.3% | 5,855 | -2.6% | 0.06% | -7.5% |
| MDLZ | Buy | MONDELEZ INTL INCcl a | $795,511 | +22.0% | 11,936 | +0.3% | 0.06% | +3.3% |
| CAT | Buy | CATERPILLAR INC | $782,265 | +79.0% | 3,265 | +22.6% | 0.06% | +52.5% |
| Buy | SHELL PLCspon ads | $776,342 | +15.4% | 13,632 | +0.7% | 0.06% | -1.6% | |
| UEIC | Buy | UNIVERSAL ELECTRS INC | $763,394 | +9.5% | 36,684 | +3.5% | 0.06% | -6.2% |
| OEF | ISHARES TRs&p 100 etf | $771,318 | +4.9% | 4,522 | 0.0% | 0.06% | -11.8% | |
| F | Buy | FORD MTR CO DEL | $765,465 | +5.3% | 65,818 | +1.3% | 0.06% | -10.4% |
| USO | UNITED STS OIL FD LPunits | $763,007 | +7.5% | 10,883 | 0.0% | 0.06% | -7.7% | |
| ORLY | Buy | OREILLY AUTOMOTIVE INC | $752,031 | +21.1% | 891 | +0.9% | 0.06% | +3.5% |
| SUSA | ISHARES TRmsci usa esg slc | $738,493 | +8.4% | 8,971 | 0.0% | 0.06% | -7.9% | |
| IYJ | Buy | ISHARES TRus industrials | $737,125 | +91.5% | 7,642 | +66.1% | 0.06% | +65.7% |
| BA | Buy | BOEING CO | $724,433 | +76.3% | 3,803 | +12.0% | 0.06% | +50.0% |
| IJT | Sell | ISHARES TRs&p sml 600 gwt | $715,423 | +5.4% | 6,620 | -0.9% | 0.06% | -11.1% |
| RICK | RCI HOSPITALITY HLDGS INC | $707,685 | +42.7% | 7,594 | 0.0% | 0.06% | +19.6% | |
| TSCO | Sell | TRACTOR SUPPLY CO | $706,319 | +1.5% | 3,140 | -16.1% | 0.06% | -14.1% |
| IEI | Buy | ISHARES TR3 7 yr treas bd | $685,893 | +6.2% | 5,970 | +5.6% | 0.05% | -10.0% |
| CINF | Sell | CINCINNATI FINL CORP | $685,603 | +0.7% | 6,696 | -11.9% | 0.05% | -14.3% |
| IGV | Buy | ISHARES TRexpanded tech | $671,606 | +63.8% | 2,625 | +60.2% | 0.05% | +39.5% |
| CARR | Buy | CARRIER GLOBAL CORPORATION | $671,003 | +18.1% | 16,267 | +1.9% | 0.05% | +1.9% |
| LH | Buy | LABORATORY CORP AMER HLDGS | $663,589 | +19.1% | 2,818 | +3.7% | 0.05% | +2.0% |
| HPQ | Buy | HP INC | $652,753 | +11.8% | 24,293 | +3.6% | 0.05% | -5.6% |
| NUE | Buy | NUCOR CORP | $651,010 | +34.0% | 4,939 | +8.7% | 0.05% | +13.3% |
| PSX | Sell | PHILLIPS 66 | $646,441 | +16.7% | 6,211 | -9.5% | 0.05% | 0.0% |
| GL | GLOBE LIFE INC | $650,970 | +21.0% | 5,400 | 0.0% | 0.05% | +2.0% | |
| Sell | GENERAL ELECTRIC CO | $654,663 | +22.4% | 7,813 | -9.6% | 0.05% | +4.1% | |
| STIP | ISHARES TR0-5 yr tips etf | $639,257 | +0.8% | 6,593 | 0.0% | 0.05% | -13.8% | |
| VXUS | Buy | VANGUARD STAR FDSvg tl intl stk f | $628,222 | +93.3% | 12,147 | +70.8% | 0.05% | +63.3% |
| ACGL | ARCH CAP GROUP LTDord | $619,262 | +37.9% | 9,864 | 0.0% | 0.05% | +19.5% | |
| USIG | Buy | ISHARES TRusd inv grde etf | $625,121 | +62412.1% | 12,729 | +40961.3% | 0.05% | – |
| LRCX | Sell | LAM RESEARCH CORP | $618,845 | -1.5% | 1,472 | -14.2% | 0.05% | -17.2% |
| PAYX | Buy | PAYCHEX INC | $612,407 | +23.7% | 5,299 | +20.1% | 0.05% | +4.3% |
| MYE | MYERS INDS INC | $610,147 | +35.0% | 27,447 | 0.0% | 0.05% | +14.3% | |
| JD | JD.COM INCspon adr cl a | $614,356 | +11.5% | 10,945 | 0.0% | 0.05% | -5.9% | |
| LHX | Buy | L3HARRIS TECHNOLOGIES INC | $594,648 | +2.9% | 2,856 | +2.7% | 0.05% | -11.3% |
| SMG | Sell | SCOTTS MIRACLE-GRO COcl a | $594,742 | +8.3% | 12,240 | -4.7% | 0.05% | -7.8% |
| IBN | ICICI BANK LIMITEDadr | $605,346 | +4.4% | 27,654 | 0.0% | 0.05% | -11.3% | |
| URI | Buy | UNITED RENTALS INC | $605,991 | +60.7% | 1,705 | +22.3% | 0.05% | +34.3% |
| VDC | VANGUARD WORLD FDSconsum stp etf | $583,331 | +11.5% | 3,045 | 0.0% | 0.05% | -4.2% | |
| EL | Sell | LAUDER ESTEE COS INCcl a | $591,246 | +12.8% | 2,383 | -1.7% | 0.05% | -4.2% |
| ARKK | ARK ETF TRinnovation etf | $584,157 | -17.3% | 18,699 | 0.0% | 0.05% | -29.2% | |
| FET | FORUM ENERGY TECHNOLOGIES IN | $590,000 | +38.8% | 20,000 | 0.0% | 0.05% | +17.9% | |
| RPM | Buy | RPM INTL INC | $581,776 | +254.7% | 5,970 | +203.4% | 0.05% | +206.7% |
| INTU | Buy | INTUIT | $590,165 | +0.7% | 1,516 | +0.2% | 0.05% | -14.8% |
| WLTW | WILLIS TOWERS WATSON PLC LTD | $572,562 | +21.8% | 2,341 | 0.0% | 0.04% | +4.7% | |
| PWR | QUANTA SVCS INC | $570,000 | +11.8% | 4,000 | 0.0% | 0.04% | -4.3% | |
| ADI | Buy | ANALOG DEVICES INC | $579,151 | +21.7% | 3,531 | +3.4% | 0.04% | +2.3% |
| PNC | Buy | PNC FINL SVCS GROUP INC | $570,491 | +6.2% | 3,612 | +0.5% | 0.04% | -8.2% |
| XLE | Buy | SELECT SECTOR SPDR TRenergy | $566,627 | +30.0% | 6,478 | +7.0% | 0.04% | +10.0% |
| APH | Sell | AMPHENOL CORP NEWcl a | $557,878 | +8.7% | 7,327 | -4.3% | 0.04% | -6.4% |
| RYH | INVESCO EXCHANGE TRADED FD Ts&p500 eql hlt | $563,085 | +14.7% | 1,952 | 0.0% | 0.04% | -2.2% | |
| IAU | Sell | ISHARES GOLD TRishares new | $563,921 | +8.4% | 16,303 | -1.2% | 0.04% | -8.3% |
| XLK | Sell | SELECT SECTOR SPDR TRtechnology | $566,466 | -3.0% | 4,552 | -7.4% | 0.04% | -18.5% |
| RPG | New | INVESCO EXCHANGE TRADED FD Ts&p500 pur gwt | $554,893 | – | 3,660 | +100.0% | 0.04% | – |
| AEP | Buy | AMERICAN ELEC PWR CO INC | $548,768 | +14.1% | 5,780 | +3.8% | 0.04% | -2.3% |
| VYM | Buy | VANGUARD WHITEHALL FDShigh div yld | $554,500 | +282.4% | 5,124 | +234.7% | 0.04% | +230.8% |
| WEC | Buy | WEC ENERGY GROUP INC | $534,903 | +23.2% | 5,705 | +17.7% | 0.04% | +5.0% |
| WM | Buy | WASTE MGMT INC DEL | $541,414 | +6.4% | 3,451 | +8.7% | 0.04% | -10.6% |
| TEL | TE CONNECTIVITY LTD | $537,608 | +4.0% | 4,683 | 0.0% | 0.04% | -12.5% | |
| COP | Buy | CONOCOPHILLIPS | $517,784 | +32.1% | 4,388 | +14.7% | 0.04% | +13.9% |
| NEM | Sell | NEWMONT CORP | $513,536 | +9.5% | 10,880 | -2.6% | 0.04% | -7.0% |
| CCI | Sell | CROWN CASTLE INC | $513,533 | -11.2% | 3,786 | -5.3% | 0.04% | -24.5% |
| BE | Buy | BLOOM ENERGY CORP | $500,237 | +0.4% | 26,163 | +4.9% | 0.04% | -15.2% |
| AFL | AFLAC INC | $492,285 | +27.9% | 6,843 | 0.0% | 0.04% | +11.4% | |
| AWK | Sell | AMERICAN WTR WKS CO INC NEW | $484,464 | +16.5% | 3,178 | -0.6% | 0.04% | 0.0% |
| SO | Sell | SOUTHERN CO | $490,933 | -8.9% | 6,875 | -13.2% | 0.04% | -24.0% |
| IJJ | Buy | ISHARES TRs&p mc 400vl etf | $482,815 | +12.5% | 4,790 | +0.4% | 0.04% | -5.0% |
| DEM | WISDOMTREE TRemer mkt high fd | $483,706 | +9.7% | 13,572 | 0.0% | 0.04% | -7.3% | |
| GWW | GRAINGER W W INC | $485,606 | +13.7% | 873 | 0.0% | 0.04% | -2.6% | |
| BKNG | Sell | BOOKING HOLDINGS INC | $473,591 | +14.9% | 235 | -6.4% | 0.04% | -2.6% |
| CNC | CENTENE CORP DEL | $478,200 | +5.3% | 5,831 | 0.0% | 0.04% | -11.9% | |
| WU | WESTERN UN CO | $475,161 | +2.0% | 34,507 | 0.0% | 0.04% | -14.0% | |
| IWO | Sell | ISHARES TRrus 2000 grw etf | $454,738 | +0.4% | 2,120 | -3.3% | 0.04% | -14.3% |
| Sell | FTAI INFRASTRUCTURE INC | $464,079 | +13.5% | 157,315 | -7.8% | 0.04% | -5.3% | |
| VGT | Sell | VANGUARD WORLD FDSinf tech etf | $457,580 | -26.7% | 1,433 | -29.4% | 0.04% | -36.8% |
| PRU | Sell | PRUDENTIAL FINL INC | $441,355 | +12.6% | 4,438 | -2.8% | 0.04% | -2.8% |
| AMP | Buy | AMERIPRISE FINL INC | $441,211 | +26.8% | 1,417 | +2.5% | 0.04% | +9.4% |
| ENPH | Buy | ENPHASE ENERGY INC | $451,757 | +15.2% | 1,705 | +20.8% | 0.04% | -2.8% |
| MLM | Sell | MARTIN MARIETTA MATLS INC | $447,472 | +1.2% | 1,324 | -3.5% | 0.04% | -14.6% |
| SPLV | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $447,300 | +10.4% | 7,000 | 0.0% | 0.04% | -5.4% | |
| HZNP | HORIZON THERAPEUTICS PUB L | $448,031 | +83.6% | 3,937 | 0.0% | 0.04% | +59.1% | |
| BNL | BROADSTONE NET LEASE INC | $446,456 | +4.3% | 27,542 | 0.0% | 0.04% | -10.3% | |
| DIMENSIONAL ETF TRUSTus mktwide value | $446,991 | +13.2% | 13,351 | 0.0% | 0.04% | -2.8% | ||
| SLV | New | ISHARES SILVER TRcall | $438,198 | – | 19,900 | +100.0% | 0.03% | – |
| TOAST INCcl a | $438,760 | +7.8% | 24,335 | 0.0% | 0.03% | -8.1% | ||
| VCSH | Sell | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $422,944 | -11.9% | 5,625 | -13.0% | 0.03% | -25.0% |
| GLW | Buy | CORNING INC | $415,150 | +38.8% | 12,998 | +26.1% | 0.03% | +17.9% |
| PLPC | Buy | PREFORMED LINE PRODS CO | $417,699 | +17.3% | 5,015 | +0.3% | 0.03% | 0.0% |
| SONY | SONY GROUP CORPORATIONsponsored adr | $425,719 | +18.9% | 5,581 | 0.0% | 0.03% | 0.0% | |
| EPD | ENTERPRISE PRODS PARTNERS L | $418,410 | +1.3% | 17,347 | 0.0% | 0.03% | -13.2% | |
| XLU | Buy | SELECT SECTOR SPDR TRsbi int-utils | $411,678 | +261.1% | 5,839 | +236.5% | 0.03% | +190.9% |
| BIIB | BIOGEN INC | $402,365 | +3.7% | 1,453 | 0.0% | 0.03% | -11.1% | |
| SCHX | Sell | SCHWAB STRATEGIC TRus lrg cap etf | $390,554 | -11.2% | 8,650 | -16.8% | 0.03% | -24.4% |
| CI | Sell | CIGNA CORP NEW | $397,232 | +16.1% | 1,199 | -2.7% | 0.03% | -3.1% |
| BP | Buy | BP PLCsponsored adr | $381,397 | +25.9% | 10,919 | +3.0% | 0.03% | +7.1% |
| CMA | COMERICA INC | $380,844 | -6.0% | 5,697 | 0.0% | 0.03% | -18.9% | |
| INDY | ISHARES TRindia 50 etf | $380,028 | +0.3% | 8,982 | 0.0% | 0.03% | -14.3% | |
| COWZ | PACER FDS TRus cash cows 100 | $377,955 | +12.8% | 8,172 | 0.0% | 0.03% | -3.2% | |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $377,635 | +22.2% | 3,649 | 0.0% | 0.03% | +7.1% | |
| MOD | MODINE MFG CO | $386,476 | +53.4% | 19,460 | 0.0% | 0.03% | +30.4% | |
| ZION | ZIONS BANCORPORATION N A | $388,610 | -3.3% | 7,905 | 0.0% | 0.03% | -18.9% | |
| SCHE | Sell | SCHWAB STRATEGIC TRemrg mkteq etf | $364,423 | -1.5% | 15,396 | -6.8% | 0.03% | -14.7% |
| DG | Buy | DOLLAR GEN CORP NEW | $376,527 | +34.5% | 1,529 | +30.9% | 0.03% | +11.5% |
| PM | Sell | PHILIP MORRIS INTL INC | $368,000 | +2.5% | 3,636 | -16.0% | 0.03% | -12.1% |
| GIS | Buy | GENERAL MLS INC | $375,480 | +67.6% | 4,478 | +53.1% | 0.03% | +38.1% |
| SLB | Buy | SCHLUMBERGER LTD | $369,669 | +118.7% | 6,915 | +46.8% | 0.03% | +81.2% |
| CRBN | Sell | ISHARES TRmsci lw crb tg | $352,822 | -18.1% | 2,554 | -25.0% | 0.03% | -30.0% |
| SBAC | Buy | SBA COMMUNICATIONS CORP NEWcl a | $354,032 | +24.2% | 1,263 | +26.0% | 0.03% | +7.7% |
| MPC | Buy | MARATHON PETE CORP | $363,602 | +17.7% | 3,124 | +0.3% | 0.03% | 0.0% |
| C | Sell | CITIGROUP INC | $361,069 | +8.1% | 7,983 | -0.5% | 0.03% | -9.7% |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $358,376 | +18.7% | 1,508 | 0.0% | 0.03% | 0.0% | |
| AME | Sell | AMETEK INC | $342,904 | +22.0% | 2,454 | -0.8% | 0.03% | +3.8% |
| GPC | Sell | GENUINE PARTS CO | $346,673 | +9.4% | 1,998 | -5.8% | 0.03% | -6.9% |
| FSLR | Buy | FIRST SOLAR INC | $346,314 | +13.5% | 2,312 | +0.3% | 0.03% | -3.6% |
| ROP | Sell | ROPER TECHNOLOGIES INC | $343,944 | +15.0% | 796 | -4.2% | 0.03% | -3.6% |
| ACRE | ARES COML REAL ESTATE CORP | $329,825 | -1.5% | 32,053 | 0.0% | 0.03% | -16.1% | |
| DLR | Sell | DIGITAL RLTY TR INC | $333,799 | -16.8% | 3,329 | -17.7% | 0.03% | -29.7% |
| ECL | Buy | ECOLAB INC | $328,966 | +6.8% | 2,260 | +6.1% | 0.03% | -7.1% |
| TRV | Buy | TRAVELERS COMPANIES INC | $329,814 | +24.0% | 1,759 | +1.2% | 0.03% | +4.0% |
| TDG | Sell | TRANSDIGM GROUP INC | $337,492 | +16.4% | 536 | -2.9% | 0.03% | -3.7% |
| IYR | Buy | ISHARES TRu.s. real es etf | $326,515 | +4.3% | 3,878 | +0.9% | 0.03% | -10.3% |
| HYG | Buy | ISHARES TRiboxx hi yd etf | $330,157 | +283.9% | 4,484 | +273.7% | 0.03% | +225.0% |
| KDP | Buy | KEURIG DR PEPPER INC | $328,500 | +2.0% | 9,212 | +2.5% | 0.03% | -13.3% |
| MCHP | Buy | MICROCHIP TECHNOLOGY INC. | $329,164 | +18.4% | 4,686 | +3.0% | 0.03% | 0.0% |
| NOCT | INNOVATOR ETFS TRgrwt100 pwr buf | $315,455 | +1.1% | 9,000 | 0.0% | 0.02% | -13.8% | |
| SPLG | SPDR SER TRportfolio s&p500 | $315,984 | +7.1% | 7,025 | 0.0% | 0.02% | -7.4% | |
| DUK | Buy | DUKE ENERGY CORP NEW | $325,345 | +11.8% | 3,159 | +0.8% | 0.02% | -7.4% |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $317,164 | +8.6% | 1,854 | 0.0% | 0.02% | -7.4% | |
| GPN | Buy | GLOBAL PMTS INC | $325,321 | -1.7% | 3,275 | +6.9% | 0.02% | -16.7% |
| UBS | UBS GROUP AG | $315,822 | +28.9% | 16,916 | 0.0% | 0.02% | +8.7% | |
| RELX | RELX PLCsponsored adr | $320,804 | +14.2% | 11,573 | 0.0% | 0.02% | -3.8% | |
| RF | Sell | REGIONS FINANCIAL CORP NEW | $313,353 | -4.2% | 14,534 | -10.8% | 0.02% | -16.7% |
| DGX | QUEST DIAGNOSTICS INC | $319,920 | +27.5% | 2,045 | 0.0% | 0.02% | +8.7% | |
| KR | Buy | KROGER CO | $323,480 | +5.4% | 7,256 | +3.3% | 0.02% | -10.7% |
| NEP | Sell | NEXTERA ENERGY PARTNERS LP | $310,499 | -7.6% | 4,430 | -4.5% | 0.02% | -22.6% |
| BEP | Buy | BROOKFIELD RENEWABLE PARTNERpartnership unit | $310,502 | -18.9% | 12,253 | +0.0% | 0.02% | -31.4% |
| ACWV | Buy | ISHARES INCmsci gbl min vol | $306,925 | +8.5% | 3,230 | +0.9% | 0.02% | -7.7% |
| Sell | DIMENSIONAL ETF TRUSTworld ex us core | $308,833 | +13.1% | 14,298 | -1.0% | 0.02% | -4.0% | |
| FDX | Sell | FEDEX CORP | $311,387 | -11.0% | 1,798 | -23.7% | 0.02% | -25.0% |
| MCK | MCKESSON CORP | $289,968 | +10.3% | 773 | 0.0% | 0.02% | -4.2% | |
| EW | Buy | EDWARDS LIFESCIENCES CORP | $297,321 | +26.0% | 3,985 | +39.3% | 0.02% | +4.5% |
| RL | RALPH LAUREN CORPcl a | $278,652 | +24.4% | 2,637 | 0.0% | 0.02% | +4.8% | |
| CTVA | Buy | CORTEVA INC | $285,267 | +5.7% | 4,853 | +2.6% | 0.02% | -12.0% |
| LAMR | Buy | LAMAR ADVERTISING CO NEWcl a | $283,200 | +39.5% | 3,000 | +22.1% | 0.02% | +15.8% |
| DEO | Sell | DIAGEO PLCspon adr new | $282,370 | -9.2% | 1,585 | -13.6% | 0.02% | -24.1% |
| LULU | Buy | LULULEMON ATHLETICA INC | $278,731 | +14.7% | 870 | +0.1% | 0.02% | 0.0% |
| YUMC | YUM CHINA HLDGS INC | $277,185 | +15.5% | 5,072 | 0.0% | 0.02% | 0.0% | |
| WBA | Sell | WALGREENS BOOTS ALLIANCE INC | $283,264 | +19.0% | 7,582 | -0.1% | 0.02% | 0.0% |
| PNOV | INNOVATOR ETFS TRus eqty pwr buf | $279,258 | +7.8% | 9,250 | 0.0% | 0.02% | -8.3% | |
| OC | Buy | OWENS CORNING NEW | $263,150 | +9.6% | 3,085 | +1.1% | 0.02% | -4.5% |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $267,405 | +184.5% | 1,905 | +149.3% | 0.02% | +133.3% |
| RSG | Buy | REPUBLIC SVCS INC | $272,040 | -4.9% | 2,109 | +0.3% | 0.02% | -19.2% |
| OMC | Buy | OMNICOM GROUP INC | $268,202 | +36.1% | 3,288 | +5.5% | 0.02% | +16.7% |
| COF | Buy | CAPITAL ONE FINL CORP | $261,775 | +32.2% | 2,816 | +31.2% | 0.02% | +16.7% |
| OTIS | Sell | OTIS WORLDWIDE CORP | $266,243 | +17.8% | 3,400 | -4.0% | 0.02% | 0.0% |
| VGIT | Buy | VANGUARD SCOTTSDALE FDSinter term treas | $268,833 | – | 4,597 | +91840.0% | 0.02% | – |
| AMD | Sell | ADVANCED MICRO DEVICES INC | $263,194 | -23.3% | 4,064 | -24.8% | 0.02% | -34.4% |
| ATVI | Buy | ACTIVISION BLIZZARD INC | $271,446 | +25.1% | 3,546 | +21.4% | 0.02% | +5.0% |
| DTE | Buy | DTE ENERGY CO | $266,769 | +2.6% | 2,270 | +0.3% | 0.02% | -12.5% |
| NFLX | Sell | NETFLIX INC | $262,148 | +9.7% | 889 | -12.6% | 0.02% | -4.5% |
| QUAL | ISHARES TRmsci usa qlt fct | $257,664 | +9.6% | 2,261 | 0.0% | 0.02% | -9.1% | |
| FIS | Sell | FIDELITY NATL INFORMATION SV | $258,943 | -20.8% | 3,816 | -12.0% | 0.02% | -33.3% |
| COKE | COCA COLA CONS INC | $239,272 | +24.6% | 467 | 0.0% | 0.02% | +5.6% | |
| OXY | Sell | OCCIDENTAL PETE CORP | $247,742 | -4.3% | 3,933 | -6.7% | 0.02% | -20.8% |
| SNOW | Buy | SNOWFLAKE INCcl a | $243,444 | -13.1% | 1,696 | +3.0% | 0.02% | -26.9% |
| BAX | Sell | BAXTER INTL INC | $243,522 | -7.8% | 4,778 | -2.7% | 0.02% | -20.8% |
| FAST | Sell | FASTENAL CO | $240,764 | -3.7% | 5,088 | -6.4% | 0.02% | -17.4% |
| DFAC | DIMENSIONAL ETF TRUSTus core equity 2 | $224,007 | +9.3% | 9,226 | 0.0% | 0.02% | -5.3% | |
| New | BROOKFIELD CORPcl a ltd vt sh | $227,741 | – | 8,122 | +100.0% | 0.02% | – | |
| REGN | Buy | REGENERON PHARMACEUTICALS | $235,206 | +14.2% | 326 | +9.0% | 0.02% | -5.3% |
| GVI | Buy | ISHARES TRintrm gov cr etf | $232,876 | +1.7% | 2,273 | +0.7% | 0.02% | -14.3% |
| MAR | Buy | MARRIOTT INTL INC NEWcl a | $228,844 | +7.4% | 1,537 | +1.0% | 0.02% | -10.0% |
| ROK | Buy | ROCKWELL AUTOMATION INC | $229,796 | +434.4% | 892 | +343.8% | 0.02% | +350.0% |
| MP | MP MATERIALS CORP | $212,450 | -11.1% | 8,750 | 0.0% | 0.02% | -22.7% | |
| SIVR | ABRDN SILVER ETF TRUST | $217,115 | +25.5% | 9,448 | 0.0% | 0.02% | +6.2% | |
| GD | Sell | GENERAL DYNAMICS CORP | $215,111 | +15.7% | 867 | -0.9% | 0.02% | 0.0% |
| TD | TORONTO DOMINION BK ONT | $210,729 | +5.4% | 3,254 | 0.0% | 0.02% | -5.6% | |
| AX | Buy | AXOS FINANCIAL INC | $220,377 | +16.6% | 5,766 | +4.5% | 0.02% | 0.0% |
| SHOP | SHOPIFY INCcl a | $214,508 | +29.2% | 6,180 | 0.0% | 0.02% | +13.3% | |
| MS | Sell | MORGAN STANLEY | $220,829 | -21.4% | 2,597 | -27.1% | 0.02% | -34.6% |
| OKE | Sell | ONEOK INC NEW | $219,766 | +18.2% | 3,345 | -7.9% | 0.02% | 0.0% |
| EBAY | Sell | EBAY INC. | $214,649 | +11.8% | 5,176 | -0.7% | 0.02% | -5.6% |
| ZTS | Sell | ZOETIS INCcl a | $218,360 | -5.5% | 1,490 | -4.5% | 0.02% | -19.0% |
| GILD | Sell | GILEAD SCIENCES INC | $206,305 | +20.6% | 2,403 | -13.5% | 0.02% | 0.0% |
| HLIO | HELIOS TECHNOLOGIES INC | $204,150 | +7.4% | 3,750 | 0.0% | 0.02% | -11.1% | |
| SLCA | U S SILICA HLDGS INC | $202,900 | +14.0% | 16,232 | 0.0% | 0.02% | 0.0% | |
| KLAC | Buy | KLA CORP | $200,957 | +161.0% | 533 | +108.2% | 0.02% | +128.6% |
| HIFS | HINGHAM INSTN SVGS MASS | $200,071 | +9.9% | 725 | 0.0% | 0.02% | -5.9% | |
| D | Sell | DOMINION ENERGY INC | $198,554 | -41.6% | 3,238 | -34.2% | 0.02% | -48.4% |
| WAT | WATERS CORP | $199,039 | +26.8% | 581 | 0.0% | 0.02% | +14.3% | |
| ALC | Buy | ALCON AG | $204,759 | +18.4% | 2,987 | +0.7% | 0.02% | 0.0% |
| RY | ROYAL BK CDA SUSTAINABL | $207,314 | +4.2% | 2,205 | 0.0% | 0.02% | -11.1% | |
| CBRE | Sell | CBRE GROUP INCcl a | $205,252 | +10.9% | 2,667 | -2.8% | 0.02% | -5.9% |
| SCHA | Buy | SCHWAB STRATEGIC TRus sml cap etf | $201,349 | +37.9% | 4,970 | +28.3% | 0.02% | +23.1% |
| AEE | New | AMEREN CORP | $200,515 | – | 2,255 | +100.0% | 0.02% | – |
| VOE | VANGUARD INDEX FDSmcap vl idxvip | $190,418 | +11.4% | 1,408 | 0.0% | 0.02% | -6.2% | |
| AGG | Sell | ISHARES TRcore us aggbd et | $185,503 | -51.2% | 1,913 | -51.5% | 0.02% | -57.1% |
| SRE | Buy | SEMPRA | $191,011 | +9.1% | 1,236 | +6.1% | 0.02% | -6.2% |
| VBK | Buy | VANGUARD INDEX FDSsml cp grw etf | $190,559 | +288.9% | 950 | +277.0% | 0.02% | +200.0% |
| BK | Sell | BANK NEW YORK MELLON CORP | $186,177 | +14.2% | 4,090 | -3.6% | 0.02% | 0.0% |
| CP | Buy | CANADIAN PAC RY LTD | $194,680 | +57.0% | 2,610 | +40.3% | 0.02% | +36.4% |
| VUG | Sell | VANGUARD INDEX FDSgrowth etf | $184,749 | -1.2% | 867 | -0.9% | 0.01% | -17.6% |
| AON | AON PLC | $182,485 | +12.0% | 608 | 0.0% | 0.01% | -6.7% | |
| IJS | Sell | ISHARES TRsp smcp600vl etf | $174,950 | -0.6% | 1,916 | -10.1% | 0.01% | -12.5% |
| IWP | ISHARES TRrus md cp gr etf | $177,232 | +6.8% | 2,120 | 0.0% | 0.01% | -6.7% | |
| CTSH | Sell | COGNIZANT TECHNOLOGY SOLUTIOcl a | $174,601 | -29.3% | 3,053 | -28.9% | 0.01% | -39.1% |
| UBER | Sell | UBER TECHNOLOGIES INC | $180,937 | -11.3% | 7,317 | -5.2% | 0.01% | -26.3% |
| DD | Buy | DUPONT DE NEMOURS INC | $179,757 | +180.9% | 2,619 | +104.8% | 0.01% | +133.3% |
| TSM | Buy | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $177,022 | +48.8% | 2,376 | +36.8% | 0.01% | +27.3% |
| XLI | Sell | SELECT SECTOR SPDR TRsbi int-inds | $181,590 | +11.4% | 1,849 | -5.9% | 0.01% | -6.7% |
| CHTR | CHARTER COMMUNICATIONS INC Ncl a | $178,367 | +11.5% | 526 | 0.0% | 0.01% | -6.7% | |
| DGRW | Sell | WISDOMTREE TRus qtly div grt | $159,592 | +10.8% | 2,644 | -1.3% | 0.01% | 0.0% |
| IQV | IQVIA HLDGS INC | $162,888 | +13.1% | 795 | 0.0% | 0.01% | 0.0% | |
| WCN | WASTE CONNECTIONS INC | $161,856 | -1.9% | 1,221 | 0.0% | 0.01% | -13.3% | |
| BIL | SPDR SER TRbloomberg 1-3 mo | $163,731 | -0.2% | 1,790 | 0.0% | 0.01% | -13.3% | |
| BC | BRUNSWICK CORP | $168,956 | +10.4% | 2,344 | 0.0% | 0.01% | -7.1% | |
| ASH | ASHLAND INC | $166,134 | +13.0% | 1,545 | 0.0% | 0.01% | -7.1% | |
| HPE | Buy | HEWLETT PACKARD ENTERPRISE C | $167,309 | +62.4% | 10,483 | +21.8% | 0.01% | +44.4% |
| MPWR | Sell | MONOLITHIC PWR SYS INC | $172,208 | -7.9% | 487 | -5.3% | 0.01% | -23.5% |
| CHD | Buy | CHURCH & DWIGHT CO INC | $163,155 | +20.9% | 2,024 | +6.8% | 0.01% | +8.3% |
| EWH | Buy | ISHARES INCmsci hong kg etf | $154,976 | +16.5% | 7,376 | +1.3% | 0.01% | 0.0% |
| SQ | Sell | BLOCK INCcl a | $153,455 | +1.6% | 2,442 | -10.8% | 0.01% | -14.3% |
| VPL | Sell | VANGUARD INTL EQUITY INDEX Fftse pacific etf | $149,614 | +7.6% | 2,325 | -3.6% | 0.01% | -7.7% |
| BAH | BOOZ ALLEN HAMILTON HLDG CORcl a | $151,345 | +12.9% | 1,448 | 0.0% | 0.01% | 0.0% | |
| DFAS | DIMENSIONAL ETF TRUSTus small cap etf | $151,302 | +9.6% | 2,958 | 0.0% | 0.01% | -7.7% | |
| NTRS | Sell | NORTHERN TR CORP | $158,906 | -6.5% | 1,796 | -9.5% | 0.01% | -25.0% |
| FVD | Sell | FIRST TR VALUE LINE DIVID IN | $150,877 | -2.0% | 3,780 | -12.3% | 0.01% | -14.3% |
| DTD | WISDOMTREE TRus total dividnd | $154,294 | +11.8% | 2,544 | 0.0% | 0.01% | -7.7% | |
| ENB | Sell | ENBRIDGE INC | $152,686 | -8.6% | 3,905 | -13.5% | 0.01% | -20.0% |
| XLY | Sell | SELECT SECTOR SPDR TRsbi cons discr | $150,422 | -18.2% | 1,165 | -9.8% | 0.01% | -29.4% |
| TMUS | T-MOBILE US INC | $151,900 | +4.0% | 1,085 | 0.0% | 0.01% | -7.7% | |
| VDE | VANGUARD WORLD FDSenergy etf | $145,536 | +19.3% | 1,200 | 0.0% | 0.01% | 0.0% | |
| DOW | Buy | DOW INC | $145,151 | +19.0% | 2,881 | +4.0% | 0.01% | 0.0% |
| EOG | Buy | EOG RES INC | $137,809 | +18.8% | 1,064 | +2.4% | 0.01% | 0.0% |
| NNOX | NANO X IMAGING LTD | $134,279 | -35.8% | 18,195 | 0.0% | 0.01% | -42.1% | |
| NEAR | New | ISHARES U S ETF TRblackrock st mat | $142,637 | – | 2,895 | +100.0% | 0.01% | – |
| INSP | INSPIRE MED SYS INC | $139,038 | +41.9% | 552 | 0.0% | 0.01% | +22.2% | |
| FUN | Buy | CEDAR FAIR L Pdepositry unit | $141,582 | +15.1% | 3,425 | +14.3% | 0.01% | 0.0% |
| Buy | WARNER BROS DISCOVERY INC | $139,934 | -2.8% | 14,761 | +17.7% | 0.01% | -15.4% | |
| XLB | Sell | SELECT SECTOR SPDR TRsbi materials | $144,329 | +11.0% | 1,858 | -2.8% | 0.01% | -8.3% |
| CLX | Buy | CLOROX CO DEL | $140,056 | +12.9% | 998 | +3.2% | 0.01% | 0.0% |
| IHI | Sell | ISHARES TRu.s. med dvc etf | $141,272 | +8.7% | 2,687 | -2.1% | 0.01% | -8.3% |
| DFAI | New | DIMENSIONAL ETF TRUSTintl core eqt mk | $138,296 | – | 5,523 | +100.0% | 0.01% | – |
| XHB | SPDR SER TRs&p homebuild | $136,866 | +10.4% | 2,269 | 0.0% | 0.01% | 0.0% | |
| MRNA | MODERNA INC | $134,715 | +51.4% | 750 | 0.0% | 0.01% | +37.5% | |
| FENY | FIDELITY COVINGTON TRUSTmsci energy idx | $136,235 | +20.6% | 5,715 | 0.0% | 0.01% | +10.0% | |
| DIA | SPDR DOW JONES INDL AVERAGEut ser 1 | $140,153 | +14.9% | 423 | 0.0% | 0.01% | 0.0% | |
| CF | Sell | CF INDS HLDGS INC | $135,894 | -22.8% | 1,595 | -12.6% | 0.01% | -31.2% |
| IYK | New | ISHARES TRus consm staples | $136,037 | – | 671 | +100.0% | 0.01% | – |
| VRTX | VERTEX PHARMACEUTICALS INC | $141,213 | -0.6% | 489 | 0.0% | 0.01% | -15.4% | |
| NDAQ | NASDAQ INC | $138,774 | +8.4% | 2,262 | 0.0% | 0.01% | -8.3% | |
| LQD | ISHARES TRiboxx inv cp etf | $133,791 | +2.9% | 1,269 | 0.0% | 0.01% | -16.7% | |
| SCHG | Buy | SCHWAB STRATEGIC TRus lcap gr etf | $130,851 | +50.4% | 2,355 | +50.6% | 0.01% | +25.0% |
| WHR | Sell | WHIRLPOOL CORP | $121,514 | +4.8% | 859 | -0.3% | 0.01% | -9.1% |
| SPYG | Buy | SPDR SER TRprtflo s&p500 gw | $125,155 | +150.3% | 2,470 | +145.3% | 0.01% | +100.0% |
| SCHV | Buy | SCHWAB STRATEGIC TRus lcap va etf | $125,899 | +270.3% | 1,907 | +228.8% | 0.01% | +233.3% |
| ESLT | ELBIT SYS LTDord | $125,491 | -13.5% | 765 | 0.0% | 0.01% | -23.1% | |
| A | AGILENT TECHNOLOGIES INC | $133,039 | +23.2% | 889 | 0.0% | 0.01% | 0.0% | |
| TT | TRANE TECHNOLOGIES PLC | $126,908 | +16.4% | 755 | 0.0% | 0.01% | 0.0% | |
| LNC | Sell | LINCOLN NATL CORP IND | $127,183 | -30.1% | 4,140 | -0.3% | 0.01% | -41.2% |
| PRF | INVESCO EXCHANGE TRADED FD Tftse rafi 1000 | $132,808 | +11.6% | 856 | 0.0% | 0.01% | -9.1% | |
| SWKS | Sell | SKYWORKS SOLUTIONS INC | $127,035 | -0.8% | 1,394 | -7.3% | 0.01% | -16.7% |
| ED | Sell | CONSOLIDATED EDISON INC | $133,911 | +9.8% | 1,405 | -1.1% | 0.01% | -9.1% |
| ESML | ISHARES TResg aware msci | $125,371 | +7.2% | 3,813 | 0.0% | 0.01% | -9.1% | |
| DSI | ISHARES TRmsci kld400 soc | $133,386 | +7.6% | 1,858 | 0.0% | 0.01% | -9.1% | |
| Sell | GSK PLCsponsored adr | $126,328 | +1.9% | 3,595 | -14.5% | 0.01% | -9.1% | |
| LDOS | LEIDOS HOLDINGS INC | $126,228 | +20.2% | 1,200 | 0.0% | 0.01% | 0.0% | |
| SPEM | Sell | SPDR INDEX SHS FDSportfolio emg mk | $133,488 | -15.0% | 4,050 | -19.7% | 0.01% | -28.6% |
| KMX | Buy | CARMAX INC | $130,244 | +29.0% | 2,139 | +39.2% | 0.01% | +11.1% |
| GNTX | GENTEX CORP | $132,260 | +14.0% | 4,850 | 0.0% | 0.01% | -9.1% | |
| CFG | Buy | CITIZENS FINL GROUP INC | $125,275 | +20.5% | 3,182 | +5.5% | 0.01% | 0.0% |
| MSI | MOTOROLA SOLUTIONS INC | $127,824 | +15.2% | 496 | 0.0% | 0.01% | 0.0% | |
| BSCN | INVESCO EXCH TRD SLF IDX FD | $119,415 | +0.3% | 5,692 | 0.0% | 0.01% | -18.2% | |
| RDVY | FIRST TR EXCHANGE-TRADED FDrisng divd achiv | $109,932 | +13.3% | 2,503 | 0.0% | 0.01% | 0.0% | |
| DVA | DAVITA INC | $112,005 | -9.7% | 1,500 | 0.0% | 0.01% | -18.2% | |
| EMLP | Buy | FIRST TR EXCHANGE-TRADED FDno amer energy | $108,735 | +45.0% | 4,074 | +35.8% | 0.01% | +28.6% |
| BBCA | J P MORGAN EXCHANGE TRADED Fbetabuilders cda | $117,273 | +7.6% | 2,047 | 0.0% | 0.01% | -10.0% | |
| GNRC | Buy | GENERAC HLDGS INC | $108,612 | +44.8% | 1,079 | +155.1% | 0.01% | +28.6% |
| HASHICORP INC | $110,563 | -15.0% | 4,044 | 0.0% | 0.01% | -25.0% | ||
| EMB | Buy | ISHARES TRjpmorgan usd emg | $116,903 | +5745.2% | 1,382 | +5428.0% | 0.01% | – |
| USHY | Buy | ISHARES TRbroad usd high | $115,563 | +542.0% | 3,347 | +517.5% | 0.01% | +350.0% |
| MTB | Buy | M & T BK CORP | $113,437 | +609.0% | 782 | +788.6% | 0.01% | +800.0% |
| IXUS | Buy | ISHARES TRcore msci total | $115,123 | +16.3% | 1,989 | +2.3% | 0.01% | 0.0% |
| Sell | ENVIVA INC | $117,382 | -21.7% | 2,216 | -11.4% | 0.01% | -35.7% | |
| EXAS | EXACT SCIENCES CORP | $120,062 | +52.0% | 2,425 | 0.0% | 0.01% | +28.6% | |
| FTV | Sell | FORTIVE CORP | $116,550 | +0.5% | 1,814 | -8.9% | 0.01% | -18.2% |
| OHI | Buy | OMEGA HEALTHCARE INVS INC | $120,375 | -5.2% | 4,307 | +0.0% | 0.01% | -25.0% |
| FMAO | FARMERS & MERCHANTS BANCORP | $108,720 | +1.6% | 4,000 | 0.0% | 0.01% | -10.0% | |
| SLV | ISHARES SILVER TRishares | $118,093 | +25.6% | 5,363 | 0.0% | 0.01% | 0.0% | |
| MNST | Buy | MONSTER BEVERAGE CORP NEW | $117,978 | +19.2% | 1,162 | +2.1% | 0.01% | 0.0% |
| WDAY | WORKDAY INCcl a | $120,980 | +10.0% | 723 | 0.0% | 0.01% | -10.0% | |
| PLD | Buy | PROLOGIS INC. | $110,584 | +25.7% | 981 | +12.8% | 0.01% | +12.5% |
| ICF | ISHARES TRcohen steer reit | $109,680 | +2.5% | 2,000 | 0.0% | 0.01% | -10.0% | |
| VV | VANGUARD INDEX FDSlarge cap etf | $102,604 | +6.9% | 589 | 0.0% | 0.01% | -11.1% | |
| AXSM | AXSOME THERAPEUTICS INC | $104,126 | +73.5% | 1,350 | 0.0% | 0.01% | +33.3% | |
| IBB | Buy | ISHARES TRishares biotech | $99,124 | +30.4% | 755 | +16.2% | 0.01% | +14.3% |
| WY | Buy | WEYERHAEUSER CO MTN BE | $101,463 | +26.8% | 3,273 | +17.5% | 0.01% | +14.3% |
| XLP | Sell | SELECT SECTOR SPDR TRsbi cons stpls | $106,039 | -2.7% | 1,422 | -13.0% | 0.01% | -20.0% |
| Buy | WOLFSPEED INC | $96,794 | +1.9% | 1,402 | +52.7% | 0.01% | -11.1% | |
| MTN | Buy | VAIL RESORTS INC | $98,553 | +44.9% | 413 | +31.9% | 0.01% | +33.3% |
| ABC | Buy | AMERISOURCEBERGEN CORP | $96,940 | +29.3% | 585 | +5.6% | 0.01% | +14.3% |
| IUSV | ISHARES TRcore s&p us vlu | $105,239 | +13.2% | 1,490 | 0.0% | 0.01% | -11.1% | |
| FV | Buy | FIRST TR EXCHANGE-TRADED FDdorsey wrt 5 etf | $96,964 | +19.7% | 2,083 | +4.9% | 0.01% | +14.3% |
| QQEW | Buy | FIRST TR NAS100 EQ WEIGHTED | $96,415 | +46.1% | 1,086 | +38.2% | 0.01% | +33.3% |
| AMJ | JPMORGAN CHASE & COalerian ml etn | $97,114 | +7.9% | 4,465 | 0.0% | 0.01% | 0.0% | |
| ALB | Buy | ALBEMARLE CORP | $99,972 | +733.1% | 461 | +880.9% | 0.01% | +700.0% |
| NOW | Sell | SERVICENOW INC | $99,397 | -61.6% | 256 | -62.7% | 0.01% | -66.7% |
| FMC | Sell | FMC CORP | $108,503 | +17.9% | 869 | -0.1% | 0.01% | 0.0% |
| HUM | Sell | HUMANA INC | $96,804 | +4.1% | 189 | -1.6% | 0.01% | -11.1% |
| NOBL | PROSHARES TRs&p 500 dv arist | $104,028 | +13.1% | 1,156 | 0.0% | 0.01% | 0.0% | |
| IEP | ICAHN ENTERPRISES LPdepositary unit | $98,312 | +2.4% | 1,941 | 0.0% | 0.01% | -11.1% | |
| PLANET LABS PBC | $97,153 | -19.7% | 22,334 | 0.0% | 0.01% | -27.3% | ||
| WOOD | New | ISHARES TRgl timb fore etf | $104,564 | – | 1,437 | +100.0% | 0.01% | – |
| NXPI | Sell | NXP SEMICONDUCTORS N V | $99,559 | -2.4% | 630 | -9.2% | 0.01% | -11.1% |
| PXD | Buy | PIONEER NAT RES CO | $106,938 | +22.9% | 468 | +16.1% | 0.01% | 0.0% |
| Buy | BATH & BODY WORKS INC | $96,244 | +774.9% | 2,284 | +585.9% | 0.01% | +700.0% | |
| CMG | Sell | CHIPOTLE MEXICAN GRILL INC | $97,402 | -29.9% | 70 | -23.9% | 0.01% | -38.5% |
| TLT | Buy | ISHARES TR20 yr tr bd etf | $94,980 | +9398.0% | 954 | +11825.0% | 0.01% | – |
| PFF | Sell | ISHARES TRpfd and incm sec | $93,636 | -45.9% | 3,067 | -43.8% | 0.01% | -56.2% |
| XEL | Buy | XCEL ENERGY INC | $94,368 | +92.6% | 1,346 | +75.5% | 0.01% | +40.0% |
| FITB | Buy | FIFTH THIRD BANCORP | $86,848 | +1637.0% | 2,647 | +1700.7% | 0.01% | – |
| XAR | SPDR SER TRaerospace def | $85,399 | +20.3% | 776 | 0.0% | 0.01% | 0.0% | |
| MKC | Sell | MCCORMICK & CO INC | $89,273 | -17.3% | 1,077 | -29.1% | 0.01% | -30.0% |
| SCHH | Buy | SCHWAB STRATEGIC TRus reit etf | $89,623 | +69.1% | 4,646 | +64.3% | 0.01% | +40.0% |
| VIS | VANGUARD WORLD FDSindustrial etf | $94,975 | +15.8% | 520 | 0.0% | 0.01% | -12.5% | |
| AGR | Buy | AVANGRID INC | $89,828 | +5.7% | 2,090 | +2.5% | 0.01% | -12.5% |
| UAL | Buy | UNITED AIRLS HLDGS INC | $91,686 | +95.1% | 2,432 | +70.0% | 0.01% | +75.0% |
| ZBRA | Sell | ZEBRA TECHNOLOGIES CORPORATIcl a | $93,077 | -3.0% | 363 | -0.8% | 0.01% | -22.2% |
| XLRE | Sell | SELECT SECTOR SPDR TRrl est sel sec | $95,501 | -27.7% | 2,586 | -29.4% | 0.01% | -41.7% |
| PATK | PATRICK INDS INC | $88,476 | +38.2% | 1,460 | 0.0% | 0.01% | +16.7% | |
| HSY | HERSHEY CO | $93,554 | +5.1% | 404 | 0.0% | 0.01% | -12.5% | |
| BWZ | SPDR SER TRbloomberg short | $94,954 | +7.9% | 3,509 | 0.0% | 0.01% | -12.5% | |
| SND | New | SMART SAND INC | $83,647 | – | 46,730 | +100.0% | 0.01% | – |
| ISRG | Sell | INTUITIVE SURGICAL INC | $93,669 | +2.9% | 353 | -27.7% | 0.01% | -12.5% |
| VHT | VANGUARD WORLD FDShealth car etf | $83,345 | +11.1% | 336 | 0.0% | 0.01% | 0.0% | |
| CGW | Sell | INVESCO EXCH TRADED FD TR IIs&p gbl water | $91,351 | -13.8% | 1,959 | -24.2% | 0.01% | -30.0% |
| SIVB | SVB FINANCIAL GROUP | $84,692 | -31.7% | 368 | 0.0% | 0.01% | -36.4% | |
| CAH | CARDINAL HEALTH INC | $90,707 | +14.8% | 1,180 | 0.0% | 0.01% | 0.0% | |
| ALLY | Buy | ALLY FINL INC | $88,451 | +8745.1% | 3,618 | +6994.1% | 0.01% | – |
| JPST | J P MORGAN EXCHANGE TRADED Fultra shrt inc | $88,229 | +0.3% | 1,760 | 0.0% | 0.01% | -12.5% | |
| SUSL | Sell | ISHARES TResg msci leadr | $84,877 | -25.5% | 1,280 | -30.4% | 0.01% | -36.4% |
| ESGD | Sell | ISHARES TResg aw msci eafe | $87,277 | -75.3% | 1,328 | -78.9% | 0.01% | -78.8% |
| TER | Sell | TERADYNE INC | $76,615 | +7.9% | 877 | -7.0% | 0.01% | -14.3% |
| EEMV | ISHARES INCmsci emerg mrkt | $79,416 | +4.5% | 1,497 | 0.0% | 0.01% | -14.3% | |
| HLT | HILTON WORLDWIDE HLDGS INC | $77,964 | +5.4% | 617 | 0.0% | 0.01% | -14.3% | |
| INFL | LISTED FD TRhorizon kinetics | $74,671 | +13.1% | 2,372 | 0.0% | 0.01% | 0.0% | |
| PORTAGE FINTECH ACQUISITN CO | $79,708 | +2.2% | 7,947 | 0.0% | 0.01% | -14.3% | ||
| BWX | SPDR SER TRbloomberg intl t | $71,888 | +7.3% | 3,205 | 0.0% | 0.01% | 0.0% | |
| LNG | Buy | CHENIERE ENERGY INC | $71,231 | -3.7% | 475 | +6.7% | 0.01% | -14.3% |
| PSA | Sell | PUBLIC STORAGE | $82,656 | -12.1% | 295 | -8.4% | 0.01% | -33.3% |
| SCHZ | Sell | SCHWAB STRATEGIC TRus aggregate b | $81,031 | -7.9% | 1,775 | -8.7% | 0.01% | -25.0% |
| SPG | Sell | SIMON PPTY GROUP INC NEW | $79,299 | +10.1% | 675 | -16.3% | 0.01% | -14.3% |
| AVNT | Buy | AVIENT CORPORATION | $72,381 | +13.1% | 2,144 | +1.6% | 0.01% | 0.0% |
| TSN | Buy | TYSON FOODS INCcl a | $77,838 | +456.0% | 1,250 | +503.9% | 0.01% | +500.0% |
| SPYV | Sell | SPDR SER TRprtflo s&p500 vl | $79,608 | -25.6% | 2,047 | -33.8% | 0.01% | -40.0% |
| BEPC | BROOKFIELD RENEWABLE CORPcl a sub vtg | $82,620 | -15.7% | 3,000 | 0.0% | 0.01% | -33.3% | |
| VLO | Buy | VALERO ENERGY CORP | $79,288 | +27.9% | 625 | +7.9% | 0.01% | 0.0% |
| FE | Sell | FIRSTENERGY CORP | $82,286 | +8.3% | 1,962 | -4.4% | 0.01% | -14.3% |
| EMLC | Buy | VANECK ETF TRUSTjp mrgan em loc | $72,569 | +2319.0% | 2,995 | +2504.3% | 0.01% | – |
| FANG | Buy | DIAMONDBACK ENERGY INC | $79,196 | +2539.9% | 579 | +2312.5% | 0.01% | – |
| WELL | Sell | WELLTOWER INC | $77,221 | -21.2% | 1,178 | -22.8% | 0.01% | -33.3% |
| PLTR | Sell | PALANTIR TECHNOLOGIES INCcl a | $80,137 | -21.4% | 12,482 | -0.8% | 0.01% | -33.3% |
| SSNC | SS&C TECHNOLOGIES HLDGS INC | $81,474 | +8.6% | 1,565 | 0.0% | 0.01% | -14.3% | |
| BGRN | ISHARES TRusd grn bond etf | $79,390 | +0.5% | 1,727 | 0.0% | 0.01% | -14.3% | |
| VEEV | Buy | VEEVA SYS INC | $78,256 | +66.5% | 485 | +70.2% | 0.01% | +50.0% |
| Buy | BLACKSTONE SECD LENDING FD | $71,923 | -1.5% | 3,218 | +0.1% | 0.01% | -14.3% | |
| EXPO | EXPONENT INC | $79,272 | +13.2% | 800 | 0.0% | 0.01% | 0.0% | |
| LIT | GLOBAL X FDSlithium btry etf | $73,150 | -10.8% | 1,248 | 0.0% | 0.01% | -25.0% | |
| VGK | VANGUARD INTL EQUITY INDEX Fftse europe etf | $71,795 | +19.7% | 1,295 | 0.0% | 0.01% | 0.0% | |
| DNP | Buy | DNP SELECT INCOME FD INC | $76,479 | +66.3% | 6,798 | +54.0% | 0.01% | +50.0% |
| DBC | INVESCO DB COMMDY INDX TRCKunit | $71,953 | +2.8% | 2,919 | 0.0% | 0.01% | 0.0% | |
| SSO | PROSHARES TR | $76,454 | +12.4% | 1,720 | 0.0% | 0.01% | 0.0% | |
| TROW | Buy | PRICE T ROWE GROUP INC | $73,616 | +5.2% | 675 | +0.7% | 0.01% | 0.0% |
| PFC | PREMIER FINANCIAL CORP | $75,219 | +4.5% | 2,789 | 0.0% | 0.01% | -14.3% | |
| CME | Sell | CME GROUP INC | $82,398 | -13.3% | 490 | -8.4% | 0.01% | -33.3% |
| CHKP | CHECK POINT SOFTWARE TECH LTord | $75,696 | +13.0% | 600 | 0.0% | 0.01% | 0.0% | |
| KHC | Sell | KRAFT HEINZ CO | $67,816 | +11.2% | 1,666 | -8.6% | 0.01% | -16.7% |
| BGNE | BEIGENE LTDsponsored adr | $65,982 | +65.0% | 300 | 0.0% | 0.01% | +25.0% | |
| PGX | INVESCO EXCH TRADED FD TR IIpfd etf | $64,632 | -6.3% | 5,781 | 0.0% | 0.01% | -16.7% | |
| PXH | Buy | INVESCO EXCH TRADED FD TR IIftse rafi emng | $68,189 | +15.6% | 3,870 | +5.7% | 0.01% | 0.0% |
| THO | Sell | THOR INDS INC | $66,054 | +4.8% | 875 | -3.3% | 0.01% | -16.7% |
| PINS | Buy | PINTEREST INCcl a | $64,221 | +3111.0% | 2,645 | +3206.2% | 0.01% | – |
| IP | Sell | INTERNATIONAL PAPER CO | $64,974 | +1.5% | 1,876 | -7.6% | 0.01% | -16.7% |
| POCT | INNOVATOR ETFS TRus eqty pwr buf | $70,063 | +4.6% | 2,330 | 0.0% | 0.01% | -16.7% | |
| GMF | SPDR INDEX SHS FDSasia pacif etf | $63,373 | +7.4% | 660 | 0.0% | 0.01% | 0.0% | |
| NS | Buy | NUSTAR ENERGY LP | $61,232 | +30.3% | 3,827 | +9.3% | 0.01% | +25.0% |
| HSIC | Buy | HENRY SCHEIN INC | $57,746 | +25.5% | 723 | +4.0% | 0.01% | +25.0% |
| BBY | Buy | BEST BUY INC | $63,927 | +39.0% | 797 | +10.1% | 0.01% | +25.0% |
| LYB | Sell | LYONDELLBASELL INDUSTRIES N | $62,688 | +2.8% | 755 | -6.9% | 0.01% | -16.7% |
| TY | TRI CONTL CORP | $64,075 | +0.1% | 2,500 | 0.0% | 0.01% | -16.7% | |
| HII | HUNTINGTON INGALLS INDS INC | $59,054 | +3.6% | 256 | 0.0% | 0.01% | 0.0% | |
| EWX | SPDR INDEX SHS FDSs&p emktsc etf | $59,462 | +8.1% | 1,215 | 0.0% | 0.01% | 0.0% | |
| PATH | Sell | UIPATH INCcl a | $61,084 | -23.6% | 4,806 | -24.2% | 0.01% | -28.6% |
| EFX | Sell | EQUIFAX INC | $57,531 | +2.7% | 296 | -8.6% | 0.01% | 0.0% |
| MPLX | Buy | MPLX LP | $69,789 | +9.0% | 2,125 | +0.1% | 0.01% | -16.7% |
| CRWD | Buy | CROWDSTRIKE HLDGS INCcl a | $70,123 | +16.9% | 666 | +82.0% | 0.01% | -16.7% |
| Sell | JACOBS SOLUTIONS INC | $64,237 | +5.3% | 535 | -4.6% | 0.01% | -16.7% | |
| IXN | ISHARES TRglobal tech etf | $62,762 | +6.4% | 1,400 | 0.0% | 0.01% | 0.0% | |
| CMS | Sell | CMS ENERGY CORP | $64,407 | +7.3% | 1,017 | -2.0% | 0.01% | -16.7% |
| DHI | Buy | D R HORTON INC | $59,118 | +40.8% | 663 | +6.9% | 0.01% | +25.0% |
| X | UNITED STATES STL CORP NEW | $68,261 | +39.3% | 2,725 | 0.0% | 0.01% | 0.0% | |
| DTM | Sell | DT MIDSTREAM INC | $64,101 | +1.7% | 1,160 | -4.1% | 0.01% | -16.7% |
| PPL | Sell | PPL CORP | $66,271 | +5.2% | 2,268 | -9.4% | 0.01% | -16.7% |
| DAL | Sell | DELTA AIR LINES INC DEL | $62,335 | -5.6% | 1,897 | -19.2% | 0.01% | -16.7% |
| TDS | Sell | TELEPHONE & DATA SYS INC | $63,989 | -35.4% | 6,100 | -14.1% | 0.01% | -44.4% |
| VONV | Buy | VANGUARD SCOTTSDALE FDSvng rus1000val | $65,515 | +6451.5% | 984 | +4000.0% | 0.01% | – |
| DXCM | Buy | DEXCOM INC | $60,470 | +55.1% | 534 | +10.8% | 0.01% | +25.0% |
| New | BROOKFIELD ASSET MANAGMT LTD | $58,286 | – | 2,033 | +100.0% | 0.01% | – | |
| MGV | VANGUARD WORLD FDmega cap val etf | $65,618 | +15.1% | 638 | 0.0% | 0.01% | 0.0% | |
| FIW | FIRST TR EXCHANGE TRADED FDwtr etf | $65,313 | +10.7% | 823 | 0.0% | 0.01% | 0.0% | |
| DLTR | DOLLAR TREE INC | $70,154 | +3.2% | 496 | 0.0% | 0.01% | -16.7% | |
| ESGE | Sell | ISHARES INCesg awr msci em | $70,059 | -69.7% | 2,330 | -72.1% | 0.01% | -76.2% |
| ALV | AUTOLIV INC | $63,408 | +15.3% | 828 | 0.0% | 0.01% | 0.0% | |
| DFAE | New | DIMENSIONAL ETF TRUSTemgr cre eqt mng | $47,785 | – | 2,177 | +100.0% | 0.00% | – |
| ERF | ENERPLUS CORP | $52,950 | +23.1% | 3,000 | 0.0% | 0.00% | 0.0% | |
| FMNB | FARMERS NATIONAL BANC CORP | $52,343 | +6.8% | 3,707 | 0.0% | 0.00% | -20.0% | |
| DOCN | DIGITALOCEAN HLDGS INC | $54,536 | -29.2% | 2,141 | 0.0% | 0.00% | -42.9% | |
| FLR | FLUOR CORP NEW | $47,900 | +40.9% | 1,382 | 0.0% | 0.00% | +33.3% | |
| FORGE GLOBAL HOLDINGS INC | $45,580 | -0.9% | 26,347 | 0.0% | 0.00% | 0.0% | ||
| FRG | FRANCHISE GROUP INC | $47,640 | -2.8% | 2,000 | 0.0% | 0.00% | -20.0% | |
| FCX | Buy | FREEPORT-MCMORAN INCcl b | $45,846 | +227.5% | 1,206 | +133.7% | 0.00% | +300.0% |
| AJG | GALLAGHER ARTHUR J & CO | $46,946 | +9.2% | 249 | 0.0% | 0.00% | 0.0% | |
| CW | New | CURTISS WRIGHT CORP | $50,097 | – | 300 | +100.0% | 0.00% | – |
| GT | GOODYEAR TIRE & RUBR CO | $48,720 | +1.5% | 4,800 | 0.0% | 0.00% | 0.0% | |
| HQY | HEALTHEQUITY INC | $55,476 | -7.5% | 900 | 0.0% | 0.00% | -33.3% | |
| Buy | CONSTELLATION ENERGY CORP | $56,295 | +101.1% | 653 | +96.1% | 0.00% | +33.3% | |
| VTRS | Sell | VIATRIS INC | $49,723 | +24.3% | 4,467 | -3.9% | 0.00% | 0.0% |
| VICI | Sell | VICI PPTYS INC | $45,490 | -1.1% | 1,404 | -9.5% | 0.00% | 0.0% |
| ILMN | Sell | ILLUMINA INC | $51,157 | -22.5% | 253 | -26.7% | 0.00% | -33.3% |
| CTAS | CINTAS CORP | $45,162 | +15.8% | 100 | 0.0% | 0.00% | 0.0% | |
| ANSS | ANSYS INC | $47,352 | +10.1% | 196 | 0.0% | 0.00% | 0.0% | |
| FXE | INVESCO CURRENCYSHARES EURO | $56,217 | +10.2% | 569 | 0.0% | 0.00% | -20.0% | |
| EWA | ISHARES INCmsci aust etf | $56,020 | +14.3% | 2,520 | 0.0% | 0.00% | -20.0% | |
| CM | CANADIAN IMPERIAL BK COMM TO | $53,879 | -7.1% | 1,332 | 0.0% | 0.00% | -20.0% | |
| ASML | Buy | ASML HOLDING N V | $49,272 | +40.8% | 90 | +8.4% | 0.00% | +33.3% |
| HEDJ | WISDOMTREE TReurope hedged eq | $45,264 | +13.2% | 647 | 0.0% | 0.00% | 0.0% | |
| ARCH | New | ARCH RESOURCES INCcl a | $49,263 | – | 345 | +100.0% | 0.00% | – |
| BSM | BLACK STONE MINERALS L P | $54,777 | +7.4% | 3,247 | 0.0% | 0.00% | -20.0% | |
| MTUM | ISHARES TRmsci usa mmentm | $54,630 | +11.5% | 374 | 0.0% | 0.00% | -20.0% | |
| LRGF | ISHARES TRu s equity factr | $52,195 | +8.7% | 1,338 | 0.0% | 0.00% | 0.0% | |
| IHAK | Buy | ISHARES TRcybersecurity | $47,400 | -3.3% | 1,436 | +0.1% | 0.00% | -20.0% |
| RMBS | RAMBUS INC DEL | $47,103 | +42.7% | 1,315 | 0.0% | 0.00% | +33.3% | |
| STLD | Sell | STEEL DYNAMICS INC | $46,082 | +31.7% | 472 | -3.9% | 0.00% | +33.3% |
| LSTR | Buy | LANDSTAR SYS INC | $52,454 | +1648.5% | 322 | +1363.6% | 0.00% | – |
| MGA | MAGNA INTL INC | $46,629 | +19.6% | 830 | 0.0% | 0.00% | 0.0% | |
| SGEN | Buy | SEAGEN INC | $46,649 | +1066.2% | 363 | +1244.4% | 0.00% | – |
| OGN | Sell | ORGANON & CO | $51,957 | +1.9% | 1,860 | -15.5% | 0.00% | -20.0% |
| FNDX | SCHWAB STRATEGIC TRschwab fdt us lg | $45,852 | +11.8% | 858 | 0.0% | 0.00% | 0.0% | |
| BCE | BCE INC | $48,697 | +5.9% | 1,108 | 0.0% | 0.00% | 0.0% | |
| SCHB | Sell | SCHWAB STRATEGIC TRus brd mkt etf | $57,195 | -1.4% | 1,276 | -8.1% | 0.00% | -20.0% |
| SNY | Buy | SANOFIsponsored adr | $46,735 | +73.1% | 965 | +36.1% | 0.00% | +100.0% |
| BABA | Sell | ALIBABA GROUP HLDG LTDsponsored ads | $52,487 | -27.1% | 596 | -34.2% | 0.00% | -42.9% |
| Sell | ROBINHOOD MKTS INC | $39,845 | -46.9% | 4,895 | -34.5% | 0.00% | -57.1% | |
| ATR | Sell | APTARGROUP INC | $37,925 | -49.4% | 345 | -56.5% | 0.00% | -57.1% |
| PGTI | PGT INNOVATIONS INC | $35,920 | -14.5% | 2,000 | 0.0% | 0.00% | -25.0% | |
| MRVL | Sell | MARVELL TECHNOLOGY INC | $35,564 | -21.0% | 960 | -9.0% | 0.00% | -25.0% |
| KRBN | KRANESHARES TRglobal carb stra | $36,142 | -2.3% | 991 | 0.0% | 0.00% | 0.0% | |
| XOP | New | SPDR SER TRs&p oilgas exp | $33,426 | – | 246 | +100.0% | 0.00% | – |
| UNM | UNUM GROUP | $36,927 | +5.5% | 900 | 0.0% | 0.00% | 0.0% | |
| VFC | Sell | V F CORP | $33,631 | -18.0% | 1,218 | -10.7% | 0.00% | -25.0% |
| VOXX | VOXX INTL CORPcl a | $34,358 | +10.8% | 4,100 | 0.0% | 0.00% | 0.0% | |
| ADX | ADAMS DIVERSIFIED EQUITY FD | $36,350 | +1.0% | 2,500 | 0.0% | 0.00% | 0.0% | |
| SCHF | Sell | SCHWAB STRATEGIC TRintl eqty etf | $43,322 | -39.8% | 1,345 | -47.4% | 0.00% | -57.1% |
| AIG | Buy | AMERICAN INTL GROUP INC | $40,031 | +43.0% | 633 | +7.8% | 0.00% | 0.0% |
| NZF | NUVEEN MUNICIPAL CREDIT INC | $32,447 | +4.7% | 2,686 | 0.0% | 0.00% | 0.0% | |
| HUBS | HUBSPOT INC | $41,056 | +8.0% | 142 | 0.0% | 0.00% | -25.0% | |
| MEDP | Buy | MEDPACE HLDGS INC | $39,508 | +46.3% | 186 | +9.4% | 0.00% | +50.0% |
| VTWO | Buy | VANGUARD SCOTTSDALE FDSvng rus2000idx | $36,663 | – | 521 | +12925.0% | 0.00% | – |
| IYW | ISHARES TRu.s. tech etf | $35,188 | +0.5% | 472 | 0.0% | 0.00% | 0.0% | |
| SNPS | SYNOPSYS INC | $44,062 | +4.9% | 138 | 0.0% | 0.00% | -25.0% | |
| RGI | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql ind | $35,284 | +13.8% | 198 | +0.5% | 0.00% | 0.0% |
| TAN | INVESCO EXCH TRADED FD TR IIsolar etf | $34,646 | -1.0% | 475 | 0.0% | 0.00% | 0.0% | |
| EIX | Buy | EDISON INTL | $38,363 | +74.4% | 603 | +52.7% | 0.00% | +50.0% |
| LI-CYCLE HOLDINGS CORP | $37,604 | -10.5% | 7,900 | 0.0% | 0.00% | -25.0% | ||
| FBT | FIRST TR EXCHANGE-TRADED FDny arca biotech | $43,002 | +16.2% | 279 | 0.0% | 0.00% | 0.0% | |
| FHN | FIRST HORIZON CORPORATION | $36,480 | +7.3% | 1,489 | 0.0% | 0.00% | 0.0% | |
| FNDF | Sell | SCHWAB STRATEGIC TRschwb fdt int lg | $32,878 | -30.0% | 1,131 | -39.8% | 0.00% | -25.0% |
| BNS | BANK NOVA SCOTIA HALIFAX | $36,735 | +2.0% | 750 | 0.0% | 0.00% | 0.0% | |
| PLUG | Buy | PLUG POWER INC | $39,019 | -40.9% | 3,154 | +0.3% | 0.00% | -50.0% |
| COO | Buy | COOPER COS INC | $36,374 | +25.4% | 110 | +1.9% | 0.00% | 0.0% |
| IYC | ISHARES TRus consum discre | $37,309 | -1.8% | 655 | 0.0% | 0.00% | -25.0% | |
| FDIS | Sell | FIDELITY COVINGTON TRUSTmsci consm dis | $35,028 | -46.1% | 618 | -42.1% | 0.00% | -50.0% |
| FFIV | F5 INC | $36,308 | -1.9% | 253 | 0.0% | 0.00% | 0.0% | |
| FTCH | FARFETCH LTDord sh cl a | $35,475 | -36.7% | 7,500 | 0.0% | 0.00% | -40.0% | |
| CPRT | New | COPART INC | $40,857 | – | 671 | +100.0% | 0.00% | – |
| ULTA | Sell | ULTA BEAUTY INC | $39,871 | -24.8% | 85 | -35.6% | 0.00% | -40.0% |
| FCN | FTI CONSULTING INC | $43,670 | -5.1% | 275 | 0.0% | 0.00% | -25.0% | |
| HCSG | HEALTHCARE SVCS GROUP INC | $36,000 | 0.0% | 3,000 | 0.0% | 0.00% | 0.0% | |
| ABNB | Sell | AIRBNB INC | $34,114 | -67.2% | 399 | -59.7% | 0.00% | -70.0% |
| MOS | Sell | MOSAIC CO NEW | $40,588 | -86.9% | 925 | -85.6% | 0.00% | -89.7% |
| RBLX | Sell | ROBLOX CORPcl a | $35,267 | -52.3% | 1,239 | -40.1% | 0.00% | -57.1% |
| EXC | Buy | EXELON CORP | $37,567 | +50.3% | 869 | +30.1% | 0.00% | +50.0% |
| HOG | HARLEY DAVIDSON INC | $41,600 | +18.9% | 1,000 | 0.0% | 0.00% | 0.0% | |
| PPA | INVESCO EXCHANGE TRADED FD Taerospace defn | $32,614 | +20.8% | 416 | 0.0% | 0.00% | +50.0% | |
| IYE | Buy | ISHARES TRu.s. energy etf | $36,789 | +18.7% | 791 | +0.8% | 0.00% | 0.0% |
| JAMF | JAMF HLDG CORP | $31,950 | -3.2% | 1,500 | 0.0% | 0.00% | 0.0% | |
| HAL | Sell | HALLIBURTON CO | $37,855 | +51.4% | 962 | -4.5% | 0.00% | +50.0% |
| NVO | NOVO-NORDISK A Sadr | $42,497 | +37.1% | 314 | 0.0% | 0.00% | 0.0% | |
| CPNG | COUPANG INCcl a | $34,068 | -12.6% | 2,316 | 0.0% | 0.00% | -25.0% | |
| Buy | DRAFTKINGS INC NEW | $40,332 | -12.3% | 3,541 | +17.2% | 0.00% | -25.0% | |
| AZN | ASTRAZENECA PLCsponsored adr | $43,595 | +24.6% | 643 | 0.0% | 0.00% | 0.0% | |
| OSIS | OSI SYSTEMS INC | $39,760 | +10.4% | 500 | 0.0% | 0.00% | 0.0% | |
| EQT | EQT CORP | $33,830 | -17.5% | 1,000 | 0.0% | 0.00% | -25.0% | |
| RUN | Buy | SUNRUN INC | $35,694 | +792.4% | 1,486 | +890.7% | 0.00% | – |
| GGG | GRACO INC | $32,823 | +13.2% | 488 | 0.0% | 0.00% | 0.0% | |
| JCOM | ZIFF DAVIS INC | $43,505 | +14.5% | 550 | 0.0% | 0.00% | -25.0% | |
| EASG | DBX ETF TRxtrackers msci | $40,300 | +18.5% | 1,581 | 0.0% | 0.00% | 0.0% | |
| RMD | RESMED INC | $38,088 | -4.8% | 183 | 0.0% | 0.00% | -25.0% | |
| ESHY | DBX ETF TRxtrck jp mrg esg | $41,878 | +2.1% | 2,362 | 0.0% | 0.00% | -25.0% | |
| IPG | Sell | INTERPUBLIC GROUP COS INC | $36,808 | +22.7% | 1,105 | -5.2% | 0.00% | 0.0% |
| HACK | ETF MANAGERS TRprime cybr scrty | $33,038 | +0.1% | 750 | 0.0% | 0.00% | 0.0% | |
| CNI | New | CANADIAN NATL RY CO | $35,664 | – | 300 | +100.0% | 0.00% | – |
| COPX | GLOBAL X FDSglobal x copper | $41,772 | +26.6% | 1,179 | 0.0% | 0.00% | 0.0% | |
| IIPR | Sell | INNOVATIVE INDL PPTYS INC | $32,523 | -61.7% | 321 | -66.6% | 0.00% | -62.5% |
| O | Buy | REALTY INCOME CORP | $34,343 | +80.8% | 541 | +69.1% | 0.00% | +50.0% |
| FAX | Sell | ABRDN ASIA PACIFIC INCOME FU | $40,436 | -3.7% | 15,375 | -8.6% | 0.00% | -25.0% |
| NTAP | NETAPP INC | $35,440 | -1.6% | 590 | 0.0% | 0.00% | 0.0% | |
| DVN | Sell | DEVON ENERGY CORP NEW | $31,616 | -7.0% | 514 | -9.8% | 0.00% | -33.3% |
| GDX | VANECK ETF TRUSTgold miners etf | $25,335 | +20.6% | 884 | 0.0% | 0.00% | 0.0% | |
| MEI | METHODE ELECTRS INC | $19,612 | +22.6% | 442 | 0.0% | 0.00% | +100.0% | |
| MET | Sell | METLIFE INC | $25,764 | -38.7% | 356 | -48.7% | 0.00% | -50.0% |
| MTD | METTLER TOLEDO INTERNATIONAL | $24,573 | +36.5% | 17 | 0.0% | 0.00% | 0.0% | |
| FDN | Buy | FIRST TR EXCHANGE-TRADED FDdj internt idx | $30,788 | +242.1% | 250 | +252.1% | 0.00% | +100.0% |
| FCF | FIRST COMWLTH FINL CORP PA | $20,955 | +10.3% | 1,500 | 0.0% | 0.00% | 0.0% | |
| FCNCA | FIRST CTZNS BANCSHARES INC Ncl a | $24,268 | -6.7% | 32 | 0.0% | 0.00% | 0.0% | |
| VIGI | Sell | VANGUARD WHITEHALL FDSintl dvd etf | $23,255 | -69.0% | 334 | -72.4% | 0.00% | -71.4% |
| FDVV | FIDELITY COVINGTON TRUSThigh divid etf | $30,847 | +14.2% | 827 | 0.0% | 0.00% | 0.0% | |
| FDS | FACTSET RESH SYS INC | $24,073 | +0.3% | 60 | 0.0% | 0.00% | 0.0% | |
| DFS | Buy | DISCOVER FINL SVCS | $28,077 | +601.9% | 287 | +567.4% | 0.00% | – |
| OLN | OLIN CORP | $27,264 | +23.9% | 515 | 0.0% | 0.00% | 0.0% | |
| UHAL | New | U HAUL HOLDING COMPANY | $30,095 | – | 500 | +100.0% | 0.00% | – |
| DOV | DOVER CORP | $30,738 | +18.2% | 227 | 0.0% | 0.00% | 0.0% | |
| ORI | OLD REP INTL CORP | $25,261 | +14.8% | 1,046 | 0.0% | 0.00% | 0.0% | |
| EME | EMCOR GROUP INC | $28,437 | +29.3% | 192 | 0.0% | 0.00% | 0.0% | |
| EVRG | Buy | EVERGY INC | $27,060 | +170.6% | 430 | +167.1% | 0.00% | +100.0% |
| VONG | Buy | VANGUARD SCOTTSDALE FDSvng rus1000grw | $24,859 | – | 451 | +8920.0% | 0.00% | – |
| EVR | EVERCORE INCclass a | $20,616 | +28.8% | 189 | 0.0% | 0.00% | +100.0% | |
| AZO | AUTOZONE INC | $19,729 | +16.1% | 8 | 0.0% | 0.00% | 0.0% | |
| NGG | NATIONAL GRID PLCsponsored adr ne | $20,690 | +14.9% | 343 | 0.0% | 0.00% | 0.0% | |
| RCII | RENT A CTR INC NEW | $31,570 | +26.3% | 1,400 | 0.0% | 0.00% | 0.0% | |
| RNG | Buy | RINGCENTRAL INCcl a | $26,479 | +194.2% | 748 | +232.4% | 0.00% | +100.0% |
| XYL | XYLEM INC | $25,321 | +26.6% | 229 | 0.0% | 0.00% | 0.0% | |
| TFII | TFI INTL INC | $25,361 | +10.3% | 253 | 0.0% | 0.00% | 0.0% | |
| COMT | New | ISHARES U S ETF TRgsci cmdty stgy | $19,310 | – | 685 | +100.0% | 0.00% | – |
| ITA | ISHARES TRus aer def etf | $25,728 | +22.5% | 230 | 0.0% | 0.00% | 0.0% | |
| EXI | New | ISHARES TRglob indstrl etf | $21,298 | – | 200 | +100.0% | 0.00% | – |
| REG | Buy | REGENCY CTRS CORP | $25,188 | +79.9% | 403 | +50.4% | 0.00% | +100.0% |
| Buy | RIVIAN AUTOMOTIVE INC | $23,683 | -26.0% | 1,285 | +32.6% | 0.00% | -33.3% | |
| MBB | New | ISHARES TRmbs etf | $24,764 | – | 267 | +100.0% | 0.00% | – |
| BNTX | BIONTECH SEsponsored ads | $27,791 | +11.2% | 185 | 0.0% | 0.00% | 0.0% | |
| SMMV | ISHARES TRmsci usa smcp mn | $21,559 | +7.8% | 623 | 0.0% | 0.00% | 0.0% | |
| BSTZ | BLACKROCK SCIENCE & TECHNOLO | $20,676 | -10.1% | 1,322 | 0.0% | 0.00% | 0.0% | |
| AB | Buy | ALLIANCEBERNSTEIN HLDG L Punit ltd partn | $20,416 | +45.8% | 594 | +50.8% | 0.00% | +100.0% |
| DLN | Buy | WISDOMTREE TRus largecap divd | $24,622 | +11.9% | 397 | +0.5% | 0.00% | 0.0% |
| EA | Sell | ELECTRONIC ARTS INC | $28,712 | -22.4% | 235 | -25.9% | 0.00% | -33.3% |
| BSX | New | BOSTON SCIENTIFIC CORP | $30,492 | – | 659 | +100.0% | 0.00% | – |
| BFLY | BUTTERFLY NETWORK INC | $23,591 | -47.6% | 9,590 | 0.0% | 0.00% | -50.0% | |
| ELY | TOPGOLF CALLAWAY BRANDS CORP | $21,132 | +0.6% | 1,070 | 0.0% | 0.00% | 0.0% | |
| TIP | Sell | ISHARES TRtips bd etf | $26,291 | -49.4% | 247 | -50.3% | 0.00% | -60.0% |
| CCJ | CAMECO CORP | $22,670 | -16.0% | 1,000 | 0.0% | 0.00% | 0.0% | |
| SLF | SUN LIFE FINANCIAL INC. | $23,628 | +18.1% | 509 | 0.0% | 0.00% | 0.0% | |
| PEG | Buy | PUBLIC SVC ENTERPRISE GRP IN | $21,261 | +18.1% | 347 | +8.8% | 0.00% | 0.0% |
| Buy | APOLLO GLOBAL MGMT INC | $30,428 | +79.0% | 477 | +27.2% | 0.00% | 0.0% | |
| PBD | INVESCO EXCH TRADED FD TR IIgbl clean enrg | $26,071 | -3.4% | 1,420 | 0.0% | 0.00% | 0.0% | |
| TTD | Buy | THE TRADE DESK INC | $21,205 | -7.8% | 473 | +21.6% | 0.00% | 0.0% |
| KMI | Sell | KINDER MORGAN INC DEL | $31,513 | -44.7% | 1,743 | -49.4% | 0.00% | -60.0% |
| LNT | ALLIANT ENERGY CORP | $28,875 | +3.1% | 523 | 0.0% | 0.00% | -33.3% | |
| AXTI | AXT INC | $21,900 | -35.6% | 5,000 | 0.0% | 0.00% | -33.3% | |
| PDN | INVESCO EXCH TRADED FD TR IIftse rafi sml | $22,156 | +16.6% | 748 | 0.0% | 0.00% | 0.0% | |
| EQAL | INVESCO EXCH TRADED FD TR IIrusel 1000 eql | $21,376 | +6.9% | 532 | 0.0% | 0.00% | 0.0% | |
| PRFZ | INVESCO EXCHANGE TRADED FD Tftse rafi 1500 | $30,732 | +9.8% | 194 | 0.0% | 0.00% | -33.3% | |
| GOLD | BARRICK GOLD CORP | $19,826 | +10.1% | 1,154 | 0.0% | 0.00% | 0.0% | |
| LUV | Sell | SOUTHWEST AIRLS CO | $28,855 | -42.3% | 857 | -46.8% | 0.00% | -60.0% |
| JCI | Sell | JOHNSON CTLS INTL PLC | $24,704 | -1.2% | 386 | -22.5% | 0.00% | 0.0% |
| SPVM | INVESCO EXCHANGE TRADED FD Ts&p 500 vlu momn | $30,639 | +13.5% | 621 | 0.0% | 0.00% | 0.0% | |
| RCD | INVESCO EXCHANGE TRADED FD Ts&p500 eql dis | $21,202 | +11.6% | 180 | 0.0% | 0.00% | 0.0% | |
| CHPT | Sell | CHARGEPOINT HOLDINGS INC | $29,352 | -58.1% | 3,080 | -34.9% | 0.00% | -66.7% |
| SON | SONOCO PRODS CO | $23,555 | +7.1% | 388 | 0.0% | 0.00% | 0.0% | |
| WPC | Sell | WP CAREY INC | $23,445 | -16.3% | 300 | -25.4% | 0.00% | -33.3% |
| VMW | VMWARE INC | $23,699 | +12.9% | 193 | 0.0% | 0.00% | 0.0% | |
| ERII | ENERGY RECOVERY INC | $22,129 | -3.8% | 1,080 | 0.0% | 0.00% | 0.0% | |
| SOFI | Buy | SOFI TECHNOLOGIES INC | $20,468 | +86.1% | 4,440 | +98.2% | 0.00% | +100.0% |
| CHWY | Sell | CHEWY INCcl a | $27,254 | +18.5% | 735 | -3.3% | 0.00% | 0.0% |
| PDBC | Buy | INVESCO ACTVELY MNGD ETC FDoptimum yield | $23,574 | +1078.7% | 1,595 | +1186.3% | 0.00% | – |
| PHDG | New | INVESCO ACTIVELY MANAGED ETFs&p500 downsid | $26,373 | – | 817 | +100.0% | 0.00% | – |
| TTC | Sell | TORO CO | $26,623 | +21.0% | 235 | -8.2% | 0.00% | 0.0% |
| TM | Buy | TOYOTA MOTOR CORPads | $31,413 | +12.2% | 230 | +6.5% | 0.00% | -33.3% |
| PHILLIPS EDISON & CO INC | $28,051 | +12.2% | 881 | 0.0% | 0.00% | 0.0% | ||
| QAI | INDEXIQ ETF TRhedge mlti etf | $30,822 | +2.7% | 1,083 | 0.0% | 0.00% | -33.3% | |
| IDYA | IDEAYA BIOSCIENCES INC | $22,731 | +19.6% | 1,251 | 0.0% | 0.00% | 0.0% | |
| SIGA | SIGA TECHNOLOGIES INC | $29,440 | -28.2% | 4,000 | 0.0% | 0.00% | -50.0% | |
| CONSENSUS CLOUD SOLUTIONS IN | $19,676 | +15.7% | 366 | 0.0% | 0.00% | 0.0% | ||
| HRL | Sell | HORMEL FOODS CORP | $27,193 | -2.9% | 597 | -3.4% | 0.00% | -33.3% |
| PENN | PENN ENTERTAINMENT INC | $22,334 | +6.4% | 752 | 0.0% | 0.00% | 0.0% | |
| UDEMY INC | $23,906 | -11.5% | 2,266 | 0.0% | 0.00% | 0.0% | ||
| UFPI | UFP INDUSTRIES INC | $23,141 | +10.2% | 292 | 0.0% | 0.00% | 0.0% | |
| Buy | LUCID GROUP INC | $28,536 | -46.2% | 4,178 | +10.4% | 0.00% | -60.0% | |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $26,305 | -2.6% | 500 | 0.0% | 0.00% | 0.0% | |
| HIG | HARTFORD FINL SVCS GROUP INC | $31,849 | +22.5% | 420 | 0.0% | 0.00% | 0.0% | |
| UL | UNILEVER PLCspon adr new | $26,686 | +16.0% | 530 | 0.0% | 0.00% | 0.0% | |
| MSM | MSC INDL DIRECT INCcl a | $20,343 | +13.0% | 249 | 0.0% | 0.00% | 0.0% | |
| VRSN | VERISIGN INC | $30,816 | +18.5% | 150 | 0.0% | 0.00% | 0.0% | |
| Sell | HALEON PLCspon ads | $27,736 | -13.3% | 3,467 | -33.2% | 0.00% | -33.3% | |
| EMN | Sell | EASTMAN CHEM CO | $21,012 | +10.6% | 258 | -4.8% | 0.00% | 0.0% |
| GRC | GORMAN RUPP CO | $23,391 | +6.3% | 913 | 0.0% | 0.00% | 0.0% | |
| BIDU | BAIDU INCspon adr rep a | $25,736 | -1.0% | 225 | 0.0% | 0.00% | 0.0% | |
| BWXT | BWX TECHNOLOGIES INC | $19,166 | +12.7% | 330 | 0.0% | 0.00% | 0.0% | |
| GM | Buy | GENERAL MTRS CO | $28,750 | +15.0% | 855 | +11.6% | 0.00% | 0.0% |
| DECK | DECKERS OUTDOOR CORP | $29,538 | +28.4% | 74 | 0.0% | 0.00% | 0.0% | |
| IT | GARTNER INC | $30,925 | +23.7% | 92 | 0.0% | 0.00% | 0.0% | |
| MAS | MASCO CORP | $20,768 | -1.1% | 445 | 0.0% | 0.00% | 0.0% | |
| ASGN | ASGN INC | $28,518 | -10.9% | 350 | 0.0% | 0.00% | -33.3% | |
| FBHS | Sell | FORTUNE BRANDS INNOVATIONS I | $31,182 | -29.1% | 546 | -33.8% | 0.00% | -50.0% |
| PXF | INVESCO EXCH TRADED FD TR IIftse rafi dev | $11,424 | +14.2% | 275 | 0.0% | 0.00% | 0.0% | |
| ACVA | ACV AUCTIONS INC | $11,494 | +14.9% | 1,400 | 0.0% | 0.00% | 0.0% | |
| ARKG | ARK ETF TRgenomic rev etf | $16,740 | -11.9% | 593 | 0.0% | 0.00% | -50.0% | |
| ASX | ASE TECHNOLOGY HLDG CO LTDsponsored ads | $6,715 | +34.3% | 1,071 | 0.0% | 0.00% | – | |
| BCI | ABRDN ETFS | $6,618 | -17.3% | 300 | 0.0% | 0.00% | 0.0% | |
| ACAD | ACADIA PHARMACEUTICALS INC | $15,920 | -0.5% | 1,000 | 0.0% | 0.00% | 0.0% | |
| AAP | ADVANCE AUTO PARTS INC | $8,969 | -10.3% | 61 | 0.0% | 0.00% | 0.0% | |
| AVAV | AEROVIRONMENT INC | $9,251 | +2.8% | 108 | 0.0% | 0.00% | 0.0% | |
| AL | AIR LEASE CORPcl a | $8,644 | +23.5% | 225 | 0.0% | 0.00% | 0.0% | |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | $12,091 | +0.8% | 83 | 0.0% | 0.00% | 0.0% | |
| AVD | AMERICAN VANGUARD CORP | $16,282 | +16.3% | 750 | 0.0% | 0.00% | 0.0% | |
| BLOK | Buy | AMPLIFY ETF TRblockchain ldr | $13,370 | -4.5% | 884 | +20.4% | 0.00% | 0.0% |
| APA | APA CORPORATION | $12,277 | +36.4% | 263 | 0.0% | 0.00% | 0.0% | |
| AVY | AVERY DENNISON CORP | $7,602 | +8.6% | 42 | 0.0% | 0.00% | 0.0% | |
| BKR | Sell | BAKER HUGHES COMPANYcl a | $16,005 | +14.3% | 542 | -19.7% | 0.00% | 0.0% |
| BHP | Buy | BHP GROUP LTDsponsored ads | $15,761 | +57.6% | 254 | +29.6% | 0.00% | 0.0% |
| BILL | BILL COM HLDGS INC | $6,538 | -18.3% | 60 | 0.0% | 0.00% | 0.0% | |
| CDW | Sell | CDW CORP | $9,286 | -7.1% | 52 | -20.0% | 0.00% | 0.0% |
| CRH | CRH PLCadr | $15,916 | +22.4% | 400 | 0.0% | 0.00% | 0.0% | |
| COG | New | COTERRA ENERGY INC | $8,649 | – | 352 | +100.0% | 0.00% | – |
| CPB | CAMPBELL SOUP CO | $16,458 | +17.6% | 290 | 0.0% | 0.00% | 0.0% | |
| CTLP | CANTALOUPE INC | $17,400 | +24.3% | 4,000 | 0.0% | 0.00% | 0.0% | |
| CRL | Buy | CHARLES RIV LABS INTL INC | $18,957 | +26.4% | 87 | +13.0% | 0.00% | 0.0% |
| NET | Buy | CLOUDFLARE INC | $12,885 | +7.4% | 285 | +32.6% | 0.00% | 0.0% |
| COIN | COINBASE GLOBAL INC | $17,872 | -45.8% | 505 | 0.0% | 0.00% | -66.7% | |
| ENOVIS CORPORATION | $17,448 | +16.3% | 326 | 0.0% | 0.00% | 0.0% | ||
| CMP | COMPASS MINERALS INTL INC | $13,284 | +10.7% | 324 | 0.0% | 0.00% | 0.0% | |
| CAG | Sell | CONAGRA BRANDS INC | $8,591 | -54.8% | 222 | -62.8% | 0.00% | -50.0% |
| CS | New | CREDIT SUISSE GROUPsponsored adr | $6,931 | – | 2,280 | +100.0% | 0.00% | – |
| HAUZ | DBX ETF TRxtrack intl real | $6,960 | +16.0% | 326 | 0.0% | 0.00% | 0.0% | |
| DELL | Buy | DELL TECHNOLOGIES INCcl c | $17,167 | +22.6% | 427 | +0.9% | 0.00% | 0.0% |
| XRAY | DENTSPLY SIRONA INC | $17,799 | +11.2% | 559 | 0.0% | 0.00% | 0.0% | |
| DBD | DIEBOLD NIXDORF INC | $9,088 | -43.2% | 6,400 | 0.0% | 0.00% | 0.0% | |
| DOCU | Buy | DOCUSIGN INC | $8,313 | +177.1% | 150 | +200.0% | 0.00% | – |
| DASH | Buy | DOORDASH INCcl a | $7,518 | +150.6% | 154 | +185.2% | 0.00% | – |
| BDRY | ETF MANAGERS GRP COMMDTY TRbreakwave dry | $6,892 | -1.5% | 750 | 0.0% | 0.00% | 0.0% | |
| ETW | EATON VANCE TAX-MANAGED GLOB | $9,165 | +1.8% | 1,181 | 0.0% | 0.00% | 0.0% | |
| TEAF | Buy | ECOFIN SUSTAINABLE AND SOCIA | $12,630 | +5.2% | 983 | +2.1% | 0.00% | 0.0% |
| EHTH | EHEALTH INC | $17,172 | +22.7% | 3,548 | 0.0% | 0.00% | 0.0% | |
| Buy | EMBECTA CORP | $17,273 | -13.6% | 683 | +0.6% | 0.00% | -50.0% | |
| ENR | ENERGIZER HLDGS INC NEW | $14,561 | +32.4% | 434 | 0.0% | 0.00% | 0.0% | |
| ENS | ENERSYS | $14,768 | +23.1% | 200 | 0.0% | 0.00% | 0.0% | |
| ETR | Sell | ENTERGY CORP NEW | $6,525 | -6.8% | 58 | -20.5% | 0.00% | 0.0% |
| EQIX | Buy | EQUINIX INC | $13,101 | +87.2% | 20 | +66.7% | 0.00% | 0.0% |
| EQR | Buy | EQUITY RESIDENTIALsh ben int | $15,163 | +279.1% | 257 | +328.3% | 0.00% | – |
| ESAB CORPORATION | $15,296 | +39.1% | 326 | 0.0% | 0.00% | 0.0% | ||
| ESS | Buy | ESSEX PPTY TR INC | $18,861 | +371.5% | 89 | +493.3% | 0.00% | – |
| ETSY | ETSY INC | $15,811 | +21.6% | 132 | 0.0% | 0.00% | 0.0% | |
| ES | Buy | EVERSOURCE ENERGY | $9,893 | +147.3% | 118 | +162.2% | 0.00% | – |
| EXPE | EXPEDIA GROUP INC | $18,834 | -5.8% | 215 | 0.0% | 0.00% | -50.0% | |
| FREL | FIDELITY COVINGTON TRUSTmsci rl est etf | $9,651 | +7.2% | 389 | 0.0% | 0.00% | 0.0% | |
| AG | FIRST MAJESTIC SILVER CORP | $8,340 | +4.2% | 1,000 | 0.0% | 0.00% | 0.0% | |
| FAN | FIRST TR EXCHANGE-TRADED FDgbl wnd enrg etf | $6,928 | +15.5% | 400 | 0.0% | 0.00% | 0.0% | |
| FTNT | Buy | FORTINET INC | $12,614 | +26.1% | 258 | +25.9% | 0.00% | 0.0% |
| FOXA | Buy | FOX CORP | $7,775 | +94.4% | 256 | +124.6% | 0.00% | – |
| GMRE | GLOBAL MED REIT INC | $10,902 | +9.0% | 1,150 | 0.0% | 0.00% | 0.0% | |
| VPN | GLOBAL X FDSdata ctr reits | $18,720 | +4.0% | 1,500 | 0.0% | 0.00% | -50.0% | |
| GOSS | GOSSAMER BIO INC | $7,595 | -81.9% | 3,500 | 0.0% | 0.00% | -75.0% | |
| GBX | GREENBRIER COS INC | $14,485 | +44.8% | 432 | 0.0% | 0.00% | 0.0% | |
| HCA | HCA HEALTHCARE INC | $17,277 | +32.9% | 72 | 0.0% | 0.00% | 0.0% | |
| HAS | HASBRO INC | $9,029 | -9.7% | 148 | 0.0% | 0.00% | 0.0% | |
| CUBA | Buy | HERZFELD CARIBBEAN BASIN FD | $16,165 | +7.8% | 4,393 | +4.4% | 0.00% | 0.0% |
| HESM | New | HESS MIDSTREAM LP | $7,869 | – | 263 | +100.0% | 0.00% | – |
| IEX | IDEX CORP | $6,393 | +6.6% | 28 | 0.0% | 0.00% | 0.0% | |
| INFY | INFOSYS LTDsponsored adr | $12,139 | +10.4% | 674 | 0.0% | 0.00% | 0.0% | |
| PODD | New | INSULET CORP | $6,477 | – | 22 | +100.0% | 0.00% | – |
| TILE | INTERFACE INC | $14,805 | +13.9% | 1,500 | 0.0% | 0.00% | 0.0% | |
| New | INVENTRUST PPTYS CORP | $6,793 | – | 287 | +100.0% | 0.00% | – | |
| PHO | INVESCO EXCHANGE TRADED FD Twater res etf | $13,246 | +10.4% | 257 | 0.0% | 0.00% | 0.0% | |
| XSVM | INVESCO EXCHANGE TRADED FD Ts&p smcp vlu mnt | $10,886 | +8.9% | 238 | 0.0% | 0.00% | 0.0% | |
| PEY | INVESCO EXCHANGE TRADED FD Thig yld eq div | $17,731 | +10.8% | 857 | 0.0% | 0.00% | 0.0% | |
| PGF | INVESCO EXCHANGE TRADED FD Tfinl pfd etf | $17,280 | -4.0% | 1,200 | 0.0% | 0.00% | -50.0% | |
| ABB | ABB LTDsponsored adr | $12,363 | +23.6% | 406 | 0.0% | 0.00% | 0.0% | |
| DBA | INVESCO DB MULTI-SECTOR COMMagriculture fd | $12,755 | -1.9% | 633 | 0.0% | 0.00% | 0.0% | |
| New | INVESTMENT MANAGERS SER TR Iaxs 2x invtn new | $8,328 | – | 200 | +100.0% | 0.00% | – | |
| INVH | New | INVITATION HOMES INC | $12,093 | – | 408 | +100.0% | 0.00% | – |
| IONS | IONIS PHARMACEUTICALS INC | $6,987 | -12.7% | 185 | 0.0% | 0.00% | 0.0% | |
| EWG | ISHARES INCmsci germany etf | $14,838 | +23.6% | 600 | 0.0% | 0.00% | 0.0% | |
| IDU | Buy | ISHARES TRu.s. utilits etf | $14,431 | +11.0% | 167 | +0.6% | 0.00% | 0.0% |
| ICLN | Buy | ISHARES TRgl clean ene etf | $17,389 | +479.6% | 876 | +521.3% | 0.00% | – |
| IWC | ISHARES TRmicro-cap etf | $8,519 | +6.5% | 79 | 0.0% | 0.00% | 0.0% | |
| K | KELLOGG CO | $14,319 | +2.3% | 201 | 0.0% | 0.00% | 0.0% | |
| PHG | KONINKLIJKE PHILIPS N V | $6,925 | -1.1% | 462 | 0.0% | 0.00% | 0.0% | |
| Sell | KYNDRYL HLDGS INC | $16,446 | +17.5% | 1,479 | -15.5% | 0.00% | 0.0% | |
| LPLA | LPL FINL HLDGS INC | $17,942 | -0.3% | 83 | 0.0% | 0.00% | -50.0% | |
| LSI | LIFE STORAGE INC | $15,070 | -11.4% | 153 | 0.0% | 0.00% | -50.0% | |
| LYFT | Sell | LYFT INC | $12,794 | -48.8% | 1,161 | -39.2% | 0.00% | -50.0% |
| MSCI | Sell | MSCI INC | $12,560 | -21.5% | 27 | -27.0% | 0.00% | 0.0% |
| MMP | MAGELLAN MIDSTREAM PRTNRS LP | $13,958 | +7.4% | 278 | 0.0% | 0.00% | 0.0% | |
| MFC | MANULIFE FINL CORP | $8,367 | +19.5% | 469 | 0.0% | 0.00% | 0.0% | |
| MKTX | MARKETAXESS HLDGS INC | $13,967 | +27.0% | 50 | 0.0% | 0.00% | 0.0% | |
| MCO | Buy | MOODYS CORP | $15,324 | +118.9% | 55 | +83.3% | 0.00% | 0.0% |
| MPAA | MOTORCAR PTS AMER INC | $14,825 | -22.0% | 1,250 | 0.0% | 0.00% | -50.0% | |
| NC | Sell | NACCO INDS INCcl a | $7,600 | -30.9% | 200 | -17.0% | 0.00% | 0.0% |
| FIZZ | Sell | NATIONAL BEVERAGE CORP | $9,306 | -6.9% | 200 | -21.3% | 0.00% | 0.0% |
| NFG | NATIONAL FUEL GAS CO | $12,660 | +5.5% | 200 | 0.0% | 0.00% | 0.0% | |
| NYCB | NEW YORK CMNTY BANCORP INC | $14,095 | +0.7% | 1,639 | 0.0% | 0.00% | 0.0% | |
| NYT | NEW YORK TIMES COcl a | $7,920 | +13.1% | 244 | 0.0% | 0.00% | 0.0% | |
| NWL | Buy | NEWELL BRANDS INC | $7,493 | +7.0% | 573 | +13.5% | 0.00% | 0.0% |
| NXST | Buy | NEXSTAR MEDIA GROUP INC | $14,352 | +19.6% | 82 | +17.1% | 0.00% | 0.0% |
| NUEM | NUSHARES ETF TRnuveen esg emrgn | $6,996 | +16.6% | 275 | 0.0% | 0.00% | 0.0% | |
| NUO | Buy | NUVEEN OHIO QLTY MUN INCOME | $14,594 | +82.4% | 1,150 | +76.9% | 0.00% | 0.0% |
| OXYWS | OCCIDENTAL PETE CORP*w exp 08/03/202 | $10,967 | -0.3% | 266 | 0.0% | 0.00% | 0.0% | |
| ODFL | OLD DOMINION FREIGHT LINE IN | $11,919 | +19.2% | 42 | 0.0% | 0.00% | 0.0% | |
| OTEX | OPEN TEXT CORP | $16,598 | +10.7% | 560 | 0.0% | 0.00% | 0.0% | |
| PTC | PTC INC | $6,842 | +14.0% | 57 | 0.0% | 0.00% | 0.0% | |
| PCAR | Buy | PACCAR INC | $11,777 | +292.6% | 119 | +197.5% | 0.00% | – |
| INDS | PACER FDS TRindustrial relet | $19,131 | +6.3% | 520 | 0.0% | 0.00% | -50.0% | |
| PRK | PARK NATL CORP | $14,779 | +13.7% | 105 | 0.0% | 0.00% | 0.0% | |
| PAYC | Buy | PAYCOM SOFTWARE INC | $6,827 | +582.7% | 22 | +450.0% | 0.00% | – |
| PAGP | PLAINS GP HLDGS L Pltd partnr int a | $8,210 | +17.3% | 660 | 0.0% | 0.00% | 0.0% | |
| BPOP | POPULAR INC | $10,810 | -9.9% | 163 | 0.0% | 0.00% | 0.0% | |
| POSH | POSHMARK INC | $11,086 | +10.9% | 620 | 0.0% | 0.00% | 0.0% | |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $8,392 | +19.9% | 100 | 0.0% | 0.00% | 0.0% | |
| UWM | PROSHARES TR | $18,995 | +5.5% | 610 | 0.0% | 0.00% | -50.0% | |
| QRVO | Sell | QORVO INC | $9,970 | -9.4% | 110 | -20.3% | 0.00% | 0.0% |
| RJF | RAYMOND JAMES FINL INC | $8,869 | +10.9% | 83 | 0.0% | 0.00% | 0.0% | |
| RGS | REGIS CORP MINN | $12,200 | +22.0% | 10,000 | 0.0% | 0.00% | 0.0% | |
| RBA | RITCHIE BROS AUCTIONEERS | $7,923 | -12.0% | 137 | 0.0% | 0.00% | 0.0% | |
| RCKY | ROCKY BRANDS INC | $17,715 | +18.1% | 750 | 0.0% | 0.00% | 0.0% | |
| ROKU | Buy | ROKU INC | $8,995 | +28.5% | 221 | +88.9% | 0.00% | 0.0% |
| SPGM | Buy | SPDR INDEX SHS FDSportfli msci gbl | $9,391 | +4.3% | 201 | +1.0% | 0.00% | 0.0% |
| KRE | New | SPDR SER TRs&p regl bkg | $11,748 | – | 200 | +100.0% | 0.00% | – |
| SAIA | New | SAIA INC | $15,516 | – | 74 | +100.0% | 0.00% | – |
| SCHK | Buy | SCHWAB STRATEGIC TR1000 index etf | $15,569 | +3.8% | 422 | +0.5% | 0.00% | 0.0% |
| FNDE | Sell | SCHWAB STRATEGIC TRschwb fdt emk lg | $14,149 | -16.8% | 571 | -20.3% | 0.00% | -50.0% |
| FNDA | SCHWAB STRATEGIC TRschwab fdt us sc | $10,652 | +6.5% | 228 | 0.0% | 0.00% | 0.0% | |
| SCHP | SCHWAB STRATEGIC TRus tips etf | $19,111 | +0.6% | 369 | 0.0% | 0.00% | -50.0% | |
| SCHC | SCHWAB STRATEGIC TRintl sceqt etf | $14,728 | +13.3% | 468 | 0.0% | 0.00% | 0.0% | |
| XLC | Sell | SELECT SECTOR SPDR TR | $11,374 | -65.5% | 237 | -65.7% | 0.00% | -66.7% |
| SNAP | SNAP INCcl a | $9,908 | -9.9% | 1,107 | 0.0% | 0.00% | 0.0% | |
| SRC | SPIRIT RLTY CAP INC NEW | $14,135 | +8.7% | 354 | 0.0% | 0.00% | 0.0% | |
| SF | STIFEL FINL CORP | $17,511 | +9.4% | 300 | 0.0% | 0.00% | 0.0% | |
| STM | STMICROELECTRONICS N Vny registry | $9,782 | +8.7% | 275 | 0.0% | 0.00% | 0.0% | |
| SUM | Buy | SUMMIT MATLS INCcl a | $14,990 | +24.9% | 528 | +1.5% | 0.00% | 0.0% |
| SUI | SUN CMNTYS INC | $8,294 | +3.7% | 58 | 0.0% | 0.00% | 0.0% | |
| SYF | Buy | SYNCHRONY FINANCIAL | $11,698 | – | 356 | +1994.1% | 0.00% | – |
| TDOC | Buy | TELADOC HEALTH INC | $7,804 | +11.5% | 330 | +24.5% | 0.00% | 0.0% |
| TMDX | TRANSMEDICS GROUP INC | $9,258 | +54.3% | 150 | 0.0% | 0.00% | 0.0% | |
| TRU | TRANSUNION | $6,583 | -6.0% | 116 | 0.0% | 0.00% | 0.0% | |
| TYL | TYLER TECHNOLOGIES INC | $10,317 | -6.2% | 32 | 0.0% | 0.00% | 0.0% | |
| UHS | UNIVERSAL HLTH SVCS INCcl b | $11,130 | +59.0% | 79 | 0.0% | 0.00% | 0.0% | |
| VALE | VALE S Asponsored ads | $8,315 | +18.8% | 490 | 0.0% | 0.00% | 0.0% | |
| MGK | VANGUARD WORLD FDmega grwth ind | $15,830 | -1.1% | 92 | 0.0% | 0.00% | 0.0% | |
| VOOG | Buy | VANGUARD ADMIRAL FDS INC500 grth idx f | $8,449 | +40.8% | 40 | +33.3% | 0.00% | 0.0% |
| VCR | Sell | VANGUARD WORLD FDSconsum dis etf | $13,579 | -43.4% | 62 | -40.4% | 0.00% | -50.0% |
| VFH | VANGUARD WORLD FDSfinancials etf | $18,748 | +10.3% | 227 | 0.0% | 0.00% | -50.0% | |
| VCIT | Buy | VANGUARD SCOTTSDALE FDSint-term corp | $11,549 | +131.0% | 149 | +112.9% | 0.00% | – |
| VTR | Buy | VENTAS INC | $14,506 | +190.1% | 322 | +159.7% | 0.00% | – |
| W | WAYFAIR INCcl a | $12,219 | +1.8% | 372 | 0.0% | 0.00% | 0.0% | |
| WCC | New | WESCO INTL INC | $9,265 | – | 74 | +100.0% | 0.00% | – |
| WDC | Sell | WESTERN DIGITAL CORP. | $16,879 | -83.1% | 535 | -82.5% | 0.00% | -88.9% |
| WMB | Sell | WILLIAMS COS INC | $13,884 | -53.7% | 422 | -59.1% | 0.00% | -66.7% |
| APTV | APTIV PLC | $7,916 | +13.1% | 85 | 0.0% | 0.00% | 0.0% | |
| SPORTRADAR GROUP AG | $15,936 | +13.8% | 1,600 | 0.0% | 0.00% | 0.0% | ||
| AES | New | AES CORP | $3,221 | – | 112 | +100.0% | 0.00% | – |
| OSUR | ORASURE TECHNOLOGIES INC | $386 | – | 80 | 0.0% | 0.00% | – | |
| ORAN | ORANGEsponsored adr | $89 | – | 9 | 0.0% | 0.00% | – | |
| XBI | Sell | SPDR SER TRs&p biotech | $830 | -72.3% | 10 | -74.4% | 0.00% | – |
| OPEN | Buy | OPENDOOR TECHNOLOGIES INC | $1,856 | -7.2% | 1,600 | +166.7% | 0.00% | – |
| OTRK | ONTRAK INC | $368 | – | 1,000 | 0.0% | 0.00% | – | |
| ON | Buy | ON SEMICONDUCTOR CORP | $3,118 | +55.9% | 50 | +66.7% | 0.00% | – |
| OLLI | New | OLLIES BARGAIN OUTLET HLDGS | $796 | – | 17 | +100.0% | 0.00% | – |
| NUV | New | NUVEEN MUN VALUE FD INC | $3,440 | – | 400 | +100.0% | 0.00% | – |
| NOK | Buy | NOKIA CORPsponsored adr | $4,424 | +10.6% | 953 | +0.1% | 0.00% | – |
| TFI | SPDR SER TRnuveen blmbrg mu | $1,734 | -13.3% | 38 | 0.0% | 0.00% | – | |
| ONEY | SPDR SER TRrussell yield | $2,436 | +21.8% | 26 | 0.0% | 0.00% | – | |
| NXTP | NEXTPLAY TECHNOLOGIES INC | $229 | – | 2,000 | 0.0% | 0.00% | – | |
| BWA | Exit | BORGWARNER INC | $0 | – | -14 | -100.0% | 0.00% | – |
| SVA | Exit | SINOVAC BIOTECH LTD | $0 | – | -500 | -100.0% | 0.00% | – |
| QSI | Exit | QUANTUM SI INC | $0 | – | -400 | -100.0% | 0.00% | – |
| Exit | PROSHARES TRbitcoin strate | $0 | – | -125 | -100.0% | 0.00% | – | |
| ENTG | Exit | ENTEGRIS INC | $0 | – | -37 | -100.0% | 0.00% | – |
| AKUS | Exit | AKOUOS INC | $0 | – | -90 | -100.0% | 0.00% | – |
| AMG | Exit | AFFILIATED MANAGERS GROUP IN | $0 | – | -25 | -100.0% | 0.00% | – |
| ROLL | Exit | RBC BEARINGS INC | $0 | – | -18 | -100.0% | 0.00% | – |
| HAACU | Exit | HEALTH ASSURN ACQUISITION COunit 99/99/9999 | $0 | – | -90 | -100.0% | 0.00% | – |
| REZI | Buy | RESIDEO TECHNOLOGIES INC | $2,287 | +128.7% | 139 | +256.4% | 0.00% | – |
| RELL | New | RICHARDSON ELECTRS LTD | $1,600 | – | 75 | +100.0% | 0.00% | – |
| RGNX | REGENXBIO INC | $2,268 | -24.4% | 100 | 0.0% | 0.00% | – | |
| RIO | Buy | RIO TINTO PLCsponsored adr | $3,589 | +19.6% | 50 | +11.1% | 0.00% | – |
| RIOT | RIOT BLOCKCHAIN INC | $220 | – | 65 | 0.0% | 0.00% | – | |
| MTRN | Exit | MATERION CORP | $0 | – | -20 | -100.0% | 0.00% | – |
| RDVT | RED VIOLET INC | $2,302 | +15.1% | 100 | 0.0% | 0.00% | – | |
| RMR | RMR GROUP INCcl a | $819 | -18.1% | 29 | 0.0% | 0.00% | – | |
| QLYS | New | QUALYS INC | $1,796 | – | 16 | +100.0% | 0.00% | – |
| RKT | ROCKET COS INC | $1,755 | -12.2% | 251 | 0.0% | 0.00% | – | |
| ROCKET LAB USA INC | $377 | – | 100 | 0.0% | 0.00% | – | ||
| QIWI | QIWI PLCspon adr rep b | $0 | – | 6,595 | 0.0% | 0.00% | – | |
| CRSP | Exit | CRISPR THERAPEUTICS AGnamen akt | $0 | – | -40 | -100.0% | 0.00% | – |
| WGO | Exit | WINNEBAGO INDS INC | $0 | – | -23 | -100.0% | 0.00% | – |
| PRLB | PROTO LABS INC | $153 | – | 6 | 0.0% | 0.00% | – | |
| ROST | ROSS STORES INC | $696 | -30.4% | 6 | 0.0% | 0.00% | – | |
| TQQQ | PROSHARES TRultrapro qqq | $3,187 | -20.3% | 184 | 0.0% | 0.00% | – | |
| PRG | New | PROG HOLDINGS INC | $422 | – | 25 | +100.0% | 0.00% | – |
| RYAAY | RYANAIR HOLDINGS PLCsponsored ads | $1,794 | +79.4% | 24 | 0.0% | 0.00% | – | |
| PRIM | Buy | PRIMORIS SVCS CORP | $2,232 | +11.6% | 102 | +1.0% | 0.00% | – |
| POOL | POOL CORP | $5,140 | +2.8% | 17 | 0.0% | 0.00% | – | |
| PLRX | PLIANT THERAPEUTICS INC | $773 | -22.7% | 40 | 0.0% | 0.00% | – | |
| PMCBD | New | PHARMACYTE BIOTECH INC | $9 | – | 3 | +100.0% | 0.00% | – |
| PETS | PETMED EXPRESS INC | $1,770 | -11.5% | 100 | 0.0% | 0.00% | – | |
| PEN | PENUMBRA INC | $890 | -11.0% | 4 | 0.0% | 0.00% | – | |
| PTON | Sell | PELOTON INTERACTIVE INC | $2,533 | -77.0% | 319 | -79.7% | 0.00% | -100.0% |
| CWI | Buy | SPDR INDEX SHS FDSmsci acwi exus | $4,125 | +3.1% | 171 | +1.2% | 0.00% | – |
| PCTY | New | PAYLOCITY HLDG CORP | $5,634 | – | 29 | +100.0% | 0.00% | – |
| SPIB | SPDR SER TRportfolio intrmd | $2,069 | +3.4% | 65 | 0.0% | 0.00% | – | |
| EBND | Sell | SPDR SER TRbloomberg emergi | $3,228 | -59.6% | 157 | -64.1% | 0.00% | -100.0% |
| PASG | PASSAGE BIO INC | $104 | – | 75 | 0.0% | 0.00% | – | |
| PCYG | Buy | PARK CITY GROUP INC | $1,142 | +14.2% | 231 | +0.4% | 0.00% | – |
| OZON | OZON HLDGS PLCsponsored ads | $0 | – | 10 | 0.0% | 0.00% | – | |
| ORGANIGRAM HLDGS INC | $10 | – | 13 | 0.0% | 0.00% | – | ||
| New | ORCHID IS CAP INC | $1,134 | – | 108 | +100.0% | 0.00% | – | |
| SPIP | SPDR SER TRportfli tips etf | $2,447 | +22.4% | 95 | 0.0% | 0.00% | – | |
| NWSA | NEWS CORP NEWcl a | $3,640 | +21.3% | 200 | 0.0% | 0.00% | – | |
| NTGR | NETGEAR INC | $3,622 | -9.4% | 200 | 0.0% | 0.00% | – | |
| NEO | NEOGENOMICS INC | $277 | – | 30 | 0.0% | 0.00% | – | |
| NEOG | NEOGEN CORP | $3,046 | +1.5% | 200 | 0.0% | 0.00% | – | |
| SDGR | SCHRODINGER INC | $561 | -43.9% | 30 | 0.0% | 0.00% | – | |
| NCINO INC | $529 | -47.1% | 20 | 0.0% | 0.00% | – | ||
| NANOVIRICIDES INC | $325 | -67.5% | 293 | 0.0% | 0.00% | – | ||
| MYO | New | MYOMO INC | $8 | – | 16 | +100.0% | 0.00% | – |
| MLI | New | MUELLER INDS INC | $4,602 | – | 78 | +100.0% | 0.00% | – |
| TAP | MOLSON COORS BEVERAGE COcl b | $4,328 | +8.2% | 84 | 0.0% | 0.00% | – | |
| MBRX | New | MOLECULIN BIOTECH INC | $636 | – | 600 | +100.0% | 0.00% | – |
| MITK | MITEK SYS INC | $1,163 | +16.3% | 120 | 0.0% | 0.00% | – | |
| MCW | MISTER CAR WASH INC | $2,308 | +15.4% | 250 | 0.0% | 0.00% | – | |
| TSI | Exit | TCW STRATEGIC INCOME FD INC | $0 | – | -700 | -100.0% | 0.00% | – |
| FNDC | SCHWAB STRATEGIC TRschwb fdt int sc | $5,502 | +10.0% | 176 | 0.0% | 0.00% | – | |
| MAA | New | MID-AMER APT CMNTYS INC | $1,727 | – | 11 | +100.0% | 0.00% | – |
| AWH | Exit | ASPIRA WOMENS HEALTH INC | $0 | – | -7,430 | -100.0% | 0.00% | – |
| Buy | MICRO FOCUS INTL PLCspon adr new | $1,660 | +66.0% | 263 | +39.2% | 0.00% | – | |
| MELI | MERCADOLIBRE INC | $5,077 | +1.5% | 6 | 0.0% | 0.00% | – | |
| MAXR | MAXAR TECHNOLOGIES INC | $778 | – | 15 | 0.0% | 0.00% | – | |
| MATTERPORT INC | $224 | – | 80 | 0.0% | 0.00% | – | ||
| MTDR | New | MATADOR RES CO | $916 | – | 16 | +100.0% | 0.00% | – |
| GDO | Exit | WESTERN ASSET GLOBAL CORP DE | $0 | – | -218 | -100.0% | 0.00% | – |
| TOTL | Exit | SSGA ACTIVE ETF TRspdr tr tactic | $0 | – | -40 | -100.0% | 0.00% | – |
| New | MASTERBRAND INC | $6,229 | – | 825 | +100.0% | 0.00% | – | |
| SE | SEA LTDsponsord ads | $520 | -48.0% | 10 | 0.0% | 0.00% | – | |
| MASI | MASIMO CORP | $2,219 | +11.0% | 15 | 0.0% | 0.00% | – | |
| HZO | MARINEMAX INC | $1,561 | +56.1% | 50 | 0.0% | 0.00% | – | |
| MRO | Sell | MARATHON OIL CORP | $1,083 | -45.8% | 40 | -58.8% | 0.00% | – |
| MARA | Sell | MARATHON DIGITAL HOLDINGS IN | $513 | -98.9% | 150 | -96.6% | 0.00% | -100.0% |
| MBUU | New | MALIBU BOATS INC | $1,652 | – | 31 | +100.0% | 0.00% | – |
| MGNI | MAGNITE INC | $2,224 | +122.4% | 210 | 0.0% | 0.00% | – | |
| MSGE | MADISON SQUARE GRDN ENTERTNMcl a | $90 | – | 2 | 0.0% | 0.00% | – | |
| MSGS | MADISON SQUARE GRDN SPRT CORcl a | $367 | – | 2 | 0.0% | 0.00% | – | |
| M | MACYS INC | $1,032 | +3.2% | 50 | 0.0% | 0.00% | – | |
| WH | Exit | WYNDHAM HOTELS & RESORTS INC | $0 | – | -62 | -100.0% | 0.00% | – |
| MHO | New | M/I HOMES INC | $1,108 | – | 24 | +100.0% | 0.00% | – |
| MFM | New | MFS MUN INCOME TRsh ben int | $2,595 | – | 501 | +100.0% | 0.00% | – |
| SEER | SEER INC | $580 | -42.0% | 100 | 0.0% | 0.00% | – | |
| LITE | Sell | LUMENTUM HLDGS INC | $626 | -99.9% | 12 | -99.8% | 0.00% | -100.0% |
| SQNS | SEQUANS COMMUNICATIONS S Asponsored ads | $332 | – | 100 | 0.0% | 0.00% | – | |
| SRG | SERITAGE GROWTH PPTYScl a | $355 | – | 30 | 0.0% | 0.00% | – | |
| LPX | LOUISIANA PAC CORP | $605 | -39.5% | 10 | 0.0% | 0.00% | – | |
| RIDE | LORDSTOWN MOTORS CORP | $3,249 | -35.0% | 2,850 | 0.0% | 0.00% | – | |
| SFT | New | SHIFT TECHNOLOGIES INCcl a | $5,351 | – | 35,938 | +100.0% | 0.00% | – |
| LOB | LIVE OAK BANCSHARES INC | $1,063 | +6.3% | 35 | 0.0% | 0.00% | – | |
| SSTK | Buy | SHUTTERSTOCK INC | $1,083 | +8.3% | 21 | +5.0% | 0.00% | – |
| LYV | LIVE NATION ENTERTAINMENT IN | $70 | – | 1 | 0.0% | 0.00% | – | |
| SI | Sell | SILVERGATE CAP CORPcl a | $17 | -99.8% | 1 | -99.3% | 0.00% | -100.0% |
| NERD | LISTED FD TRroundhill video | $1,273 | +27.3% | 91 | 0.0% | 0.00% | – | |
| OMIC | SINGULAR GENOMICS SYSTEMS IN | $3,015 | -24.6% | 1,500 | 0.0% | 0.00% | – | |
| SIRI | Sell | SIRIUS XM HOLDINGS INC | $6,266 | -21.7% | 1,073 | -21.0% | 0.00% | -100.0% |
| SITC | Buy | SITE CTRS CORP | $1,080 | +8.0% | 79 | +1.3% | 0.00% | – |
| SKLZ | SKILLZ INC | $25 | – | 50 | 0.0% | 0.00% | – | |
| LEVI | LEVI STRAUSS & CO NEW | $3,492 | +16.4% | 225 | 0.0% | 0.00% | – | |
| SNBR | SLEEP NUMBER CORP | $1,948 | -35.1% | 75 | 0.0% | 0.00% | – | |
| SWBI | SMITH & WESSON BRANDS INC | $252 | – | 29 | 0.0% | 0.00% | – | |
| New | LEONARDO DRS INC | $639 | – | 50 | +100.0% | 0.00% | – | |
| LEN | Buy | LENNAR CORPcl a | $2,715 | +35.8% | 30 | +3.4% | 0.00% | – |
| SNA | New | SNAP ON INC | $1,371 | – | 6 | +100.0% | 0.00% | – |
| LMND | LEMONADE INC | $3,352 | -33.0% | 245 | 0.0% | 0.00% | – | |
| LVS | Sell | LAS VEGAS SANDS CORP | $577 | -98.5% | 12 | -98.8% | 0.00% | -100.0% |
| SEDG | SOLAREDGE TECHNOLOGIES INC | $1,416 | +41.6% | 5 | 0.0% | 0.00% | – | |
| LI | LI AUTO INCsponsored ads | $31 | – | 2 | 0.0% | 0.00% | – | |
| LPL | LG DISPLAY CO LTDspons adr rep | $408 | – | 82 | 0.0% | 0.00% | – | |
| SRNE | SORRENTO THERAPEUTICS INC | $115 | – | 130 | 0.0% | 0.00% | – | |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $826 | -17.4% | 80 | 0.0% | 0.00% | – | |
| SCCO | New | SOUTHERN COPPER CORP | $6,066 | – | 100 | +100.0% | 0.00% | – |
| KOS | KOSMOS ENERGY LTD | $954 | -4.6% | 150 | 0.0% | 0.00% | – | |
| SPB | SPECTRUM BRANDS HLDGS INC NE | $305 | – | 5 | 0.0% | 0.00% | – | |
| Exit | MIND MEDICINE MINDMED INC | $0 | – | -10 | -100.0% | 0.00% | – | |
| KOPN | KOPIN CORP | $236 | – | 190 | 0.0% | 0.00% | – | |
| SFM | New | SPROUTS FMRS MKT INC | $1,618 | – | 50 | +100.0% | 0.00% | – |
| SPT | SPROUT SOCIAL INC | $2,541 | -15.3% | 45 | 0.0% | 0.00% | – | |
| KTB | KONTOOR BRANDS INC | $520 | – | 13 | 0.0% | 0.00% | – | |
| KNIGHTSCOPE INC | $2,090 | -30.3% | 1,106 | 0.0% | 0.00% | – | ||
| KEX | New | KIRBY CORP | $3,089 | – | 48 | +100.0% | 0.00% | – |
| KNSL | KINSALE CAP GROUP INC | $1,314 | +31.4% | 5 | 0.0% | 0.00% | – | |
| FVRR | Exit | FIVERR INTL LTD | $0 | – | -18 | -100.0% | 0.00% | – |
| LRN | STRIDE INC | $1,877 | -37.4% | 60 | 0.0% | 0.00% | – | |
| STRONGHOLD DIGITAL MINING IN | $9 | – | 18 | 0.0% | 0.00% | – | ||
| KVHI | KVH INDS INC | $511 | – | 50 | 0.0% | 0.00% | – | |
| RGR | STURM RUGER & CO INC | $2,751 | -8.3% | 54 | 0.0% | 0.00% | – | |
| HEXO | Exit | HEXO CORP | $0 | – | -200 | -100.0% | 0.00% | – |
| CDMO | Exit | AVID BIOSERVICES INC | $0 | – | -40 | -100.0% | 0.00% | – |
| KKR | Sell | KKR & CO INC | $3,157 | -73.7% | 68 | -76.6% | 0.00% | -100.0% |
| SU | SUNCOR ENERGY INC NEW | $3,173 | +5.8% | 100 | 0.0% | 0.00% | – | |
| IZEA | IZEA WORLDWIDE INC | $1,308 | -34.6% | 2,408 | 0.0% | 0.00% | – | |
| SMCI | SUPER MICRO COMPUTER INC | $2,052 | +105.2% | 25 | 0.0% | 0.00% | – | |
| SSSS | SURO CAPITAL CORP | $1,091 | +9.1% | 287 | 0.0% | 0.00% | – | |
| SYLVAMO CORP | $5,491 | +37.3% | 113 | 0.0% | 0.00% | – | ||
| SYNA | SYNAPTICS INC | $666 | -33.4% | 7 | 0.0% | 0.00% | – | |
| IFRA | Buy | ISHARES TRus infrastruc | $3,205 | +6.8% | 88 | +1.1% | 0.00% | – |
| SNV | SYNOVUS FINL CORP | $2,741 | -8.6% | 73 | 0.0% | 0.00% | – | |
| SNX | TD SYNNEX CORPORATION | $95 | – | 1 | 0.0% | 0.00% | – | |
| RING | ISHARES INCmsci gbl gold mn | $558 | – | 25 | 0.0% | 0.00% | – | |
| GSG | New | ISHARES S&P GSCI COMMODITY-unit ben int | $1,720 | – | 81 | +100.0% | 0.00% | – |
| IWY | ISHARES TRrus tp200 gr etf | $1,567 | -21.6% | 13 | 0.0% | 0.00% | – | |
| IWX | ISHARES TRrus tp200 vl etf | $1,949 | -2.6% | 30 | 0.0% | 0.00% | – | |
| IGSB | Sell | ISHARES TR | $2,890 | -94.3% | 58 | -94.4% | 0.00% | -100.0% |
| IGIB | ISHARES TR | $4,456 | +11.4% | 90 | 0.0% | 0.00% | – | |
| TAK | TAKEDA PHARMACEUTICAL CO LTDsponsored ads | $390 | – | 25 | 0.0% | 0.00% | – | |
| IDV | Buy | ISHARES TRintl sel div etf | $3,993 | +299.3% | 147 | +212.8% | 0.00% | – |
| TTCF | TATTOOED CHEF INC | $246 | -75.4% | 200 | 0.0% | 0.00% | – | |
| TECK | TECK RESOURCES LTDcl b | $2,498 | +24.9% | 66 | 0.0% | 0.00% | – | |
| MUB | Sell | ISHARES TRnational mun etf | $2,532 | -92.6% | 24 | -92.8% | 0.00% | -100.0% |
| TPX | TEMPUR SEALY INTL INC | $5,613 | +40.3% | 163 | 0.0% | 0.00% | – | |
| IWS | ISHARES TRrus mdcp val etf | $3,476 | +15.9% | 33 | 0.0% | 0.00% | – | |
| IOVA | IOVANCE BIOTHERAPEUTICS INC | $320 | – | 50 | 0.0% | 0.00% | – | |
| VRP | Sell | INVESCO EXCH TRADED FD TR IIvar rate pfd | $985 | -95.5% | 44 | -95.6% | 0.00% | -100.0% |
| PIZ | New | INVESCO EXCH TRADED FD TR IIdwa dev mkts | $4,119 | – | 150 | +100.0% | 0.00% | – |
| REAL | THE REALREAL INC | $2,562 | -14.6% | 2,050 | 0.0% | 0.00% | – | |
| PIE | New | INVESCO EXCH TRADED FD TR IIdwa emerg mkts | $1,050 | – | 59 | +100.0% | 0.00% | – |
| DWAS | New | INVESCO EXCH TRADED FD TR IIdwa smlcp ment | $1,673 | – | 23 | +100.0% | 0.00% | – |
| TDUP | THREDUP INCcl a | $2,469 | -17.7% | 1,885 | 0.0% | 0.00% | – | |
| PBW | INVESCO EXCHANGE TRADED FD Twilderhil clan | $3,833 | -23.3% | 100 | 0.0% | 0.00% | – | |
| TLRY | Buy | TILRAY BRANDS INC | $2,650 | – | 985 | +688.0% | 0.00% | – |
| IVC | INVACARE CORP | $1,260 | -37.0% | 3,000 | 0.0% | 0.00% | – | |
| Sell | INNOVATOR ETFS TRladerd alctn pwr | $2,993 | -72.8% | 87 | -73.9% | 0.00% | -100.0% | |
| INGN | INOGEN INC | $552 | -44.8% | 28 | 0.0% | 0.00% | – | |
| IR | INGERSOLL RAND INC | $5,748 | +15.0% | 110 | 0.0% | 0.00% | – | |
| PI | IMPINJ INC | $2,184 | +9.2% | 20 | 0.0% | 0.00% | – | |
| IDXX | IDEXX LABS INC | $4,080 | +36.0% | 10 | 0.0% | 0.00% | – | |
| SRPT | Exit | SAREPTA THERAPEUTICS INC | $0 | – | -8 | -100.0% | 0.00% | – |
| New | IBIO INC | $13 | – | 30 | +100.0% | 0.00% | – | |
| TREX | TREX CO INC | $847 | -15.3% | 20 | 0.0% | 0.00% | – | |
| HY | HYSTER YALE MATLS HANDLING Icl a | $5,062 | +26.6% | 200 | 0.0% | 0.00% | – | |
| TRMB | TRIMBLE INC | $506 | -49.4% | 10 | 0.0% | 0.00% | – | |
| TRN | TRINITY INDS INC | $3,667 | +22.2% | 124 | 0.0% | 0.00% | – | |
| TRUP | TRUPANION INC | $475 | -52.5% | 10 | 0.0% | 0.00% | – | |
| HHC | HOWARD HUGHES CORP | $1,146 | +14.6% | 15 | 0.0% | 0.00% | – | |
| HST | HOST HOTELS & RESORTS INC | $128 | – | 8 | 0.0% | 0.00% | – | |
| HMC | HONDA MOTOR LTD | $160 | – | 7 | 0.0% | 0.00% | – | |
| Buy | HIVE BLOCKCHAIN TECHNLGIES L | $563 | -43.7% | 391 | +1.3% | 0.00% | – | |
| HIMS | HIMS & HERS HEALTH INC | $4,808 | +20.2% | 750 | 0.0% | 0.00% | – | |
| HIMX | HIMAX TECHNOLOGIES INCsponsored adr | $1,216 | +21.6% | 196 | 0.0% | 0.00% | – | |
| HPK | HIGHPEAK ENERGY INC | $1,372 | +37.2% | 60 | 0.0% | 0.00% | – | |
| UI | UBIQUITI INC | $6,018 | +0.3% | 22 | 0.0% | 0.00% | -100.0% | |
| HES | HESS CORP | $4,255 | +41.8% | 30 | 0.0% | 0.00% | – | |
| HRTX | HERON THERAPEUTICS INC | $3,500 | -41.7% | 1,400 | 0.0% | 0.00% | -100.0% | |
| UAA | UNDER ARMOUR INCcl a | $61 | – | 6 | 0.0% | 0.00% | – | |
| UA | UNDER ARMOUR INCcl c | $54 | – | 6 | 0.0% | 0.00% | – | |
| HBB | HAMILTON BEACH BRANDS HLDG C | $2,478 | +23.9% | 200 | 0.0% | 0.00% | – | |
| HALO | New | HALOZYME THERAPEUTICS INC | $2,959 | – | 52 | +100.0% | 0.00% | – |
| GRFS | GRIFOLS S Asp adr rep b nvt | $1,700 | +70.0% | 200 | 0.0% | 0.00% | – | |
| GDRX | Sell | GOODRX HLDGS INC | $466 | -53.4% | 100 | -28.6% | 0.00% | – |
| GMED | GLOBUS MED INCcl a | $3,714 | +23.8% | 50 | 0.0% | 0.00% | – | |
| USLM | UNITED STS LIME & MINERALS I | $2,136 | +6.8% | 15 | 0.0% | 0.00% | – | |
| MLPA | GLOBAL X FDSglbl x mlp etf | $5,657 | +13.1% | 137 | 0.0% | 0.00% | – | |
| LAND | GLADSTONE LD CORP | $468 | – | 25 | 0.0% | 0.00% | – | |
| GINKGO BIOWORKS HOLDINGS INC | $3,634 | -48.1% | 2,150 | 0.0% | 0.00% | -100.0% | ||
| UNIT | Buy | UNITI GROUP INC | $811 | -18.9% | 147 | +2.8% | 0.00% | – |
| GTX | Buy | GARRETT MOTION INC | $1,173 | +17.3% | 154 | +24.2% | 0.00% | – |
| New | UNITY BIOTECHNOLOGY INC | $123 | – | 45 | +100.0% | 0.00% | – | |
| Exit | MOMENTUS INC | $0 | – | -895 | -100.0% | 0.00% | – | |
| GRX | Buy | GABELLI HLTHCARE & WELLNESS | $934 | -6.6% | 91 | +1.1% | 0.00% | – |
| UPST | UPSTART HLDGS INC | $489 | -51.1% | 37 | 0.0% | 0.00% | – | |
| UPWK | UPWORK INC | $3,654 | -26.9% | 350 | 0.0% | 0.00% | – | |
| UEC | URANIUM ENERGY CORP | $419 | – | 108 | 0.0% | 0.00% | – | |
| FNKO | New | FUNKO INC | $546 | – | 50 | +100.0% | 0.00% | – |
| UWMC | Buy | UWM HOLDINGS CORPORATION | $407 | – | 123 | +3.4% | 0.00% | – |
| FLGT | FULGENT GENETICS INC | $2,025 | -32.5% | 68 | 0.0% | 0.00% | – | |
| FRSX | New | FORESIGHT AUTONOMOUS HLDGS Lsponsored ads | $106 | – | 250 | +100.0% | 0.00% | – |
| USRT | Exit | ISHARES TRcre u s reit etf | $0 | – | -49 | -100.0% | 0.00% | – |
| FIVN | FIVE9 INC | $679 | -32.1% | 10 | 0.0% | 0.00% | – | |
| VNDA | New | VANDA PHARMACEUTICALS INC | $370 | – | 50 | +100.0% | 0.00% | – |
| FSR | FISKER INC | $3,926 | -1.8% | 540 | 0.0% | 0.00% | – | |
| SMH | VANECK ETF TRUSTsemiconductr etf | $5,074 | +1.5% | 25 | 0.0% | 0.00% | – | |
| IFV | New | FIRST TR EXCHANGE-TRADED FDdorsey wright | $1,104 | – | 66 | +100.0% | 0.00% | – |
| FNX | New | FIRST TR MID CAP CORE ALPHAD | $2,196 | – | 25 | +100.0% | 0.00% | – |
| FEX | New | FIRST TR LRGE CP CORE ALPHA | $4,564 | – | 57 | +100.0% | 0.00% | – |
| FTCS | New | FIRST TR EXCHANGE-TRADED FDcap strength etf | $4,722 | – | 63 | +100.0% | 0.00% | – |
| IVOG | New | VANGUARD ADMIRAL FDS INCmidcp 400 grth | $1,355 | – | 8 | +100.0% | 0.00% | – |
| FPX | New | FIRST TR EXCHANGE TRADED FDus eqty oppt etf | $1,888 | – | 24 | +100.0% | 0.00% | – |
| FNLC | FIRST BANCORP INC ME | $2,994 | -0.2% | 100 | 0.0% | 0.00% | – | |
| VYMI | VANGUARD WHITEHALL FDSintl high etf | $1,787 | -10.6% | 30 | 0.0% | 0.00% | – | |
| FINV | FINVOLUTION GROUPsponsored ads | $1,002 | +0.2% | 202 | 0.0% | 0.00% | – | |
| FAZE HOLDINGS INC | $370 | -81.5% | 200 | 0.0% | 0.00% | – | ||
| FPI | FARMLAND PARTNERS INC | $1,259 | +25.9% | 101 | 0.0% | 0.00% | – | |
| New | FS CREDIT OPPORTUNITIES CORP | $6,260 | – | 1,329 | +100.0% | 0.00% | – | |
| FIGS | FIGS INCcl a | $4,711 | -21.5% | 700 | 0.0% | 0.00% | -100.0% | |
| EXPD | New | EXPEDITORS INTL WASH INC | $1,974 | – | 19 | +100.0% | 0.00% | – |
| ETWO | E2OPEN PARENT HOLDINGS INC | $4,872 | -2.6% | 830 | 0.0% | 0.00% | – | |
| EPHYU | Sell | EPIPHANY TECHNOLOGY ACQUISITunit 99/99/9999 | $10 | -99.0% | 1 | -99.0% | 0.00% | – |
| EPHYW | New | EPIPHANY TECHNOLOGY ACQUISIT*w exp 01/12/202 | $0 | – | 33 | +100.0% | 0.00% | – |
| ALGN | Exit | ALIGN TECHNOLOGY INC | $0 | – | -5 | -100.0% | 0.00% | – |
| EPHY | New | EPIPHANY TECHNOLOGY ACQUISIT | $990 | – | 99 | +100.0% | 0.00% | – |
| WATT | ENERGOUS CORP | $4,598 | -23.4% | 5,500 | 0.0% | 0.00% | -100.0% | |
| DAVA | ENDAVA PLCads | $1,530 | -23.5% | 20 | 0.0% | 0.00% | – | |
| VOX | VANGUARD WORLD FDS | $1,563 | -21.8% | 19 | 0.0% | 0.00% | – | |
| VGSH | Sell | VANGUARD SCOTTSDALE FDSshort term treas | $1,619 | -96.3% | 28 | -96.3% | 0.00% | -100.0% |
| ECPG | New | ENCORE CAP GROUP INC | $3,691 | – | 77 | +100.0% | 0.00% | – |
| VTWV | New | VANGUARD SCOTTSDALE FDSvng rus2000val | $1,583 | – | 13 | +100.0% | 0.00% | – |
| ESRT | EMPIRE ST RLTY TR INCcl a | $623 | -37.7% | 92 | 0.0% | 0.00% | – | |
| EMKR | EMCORE CORP | $67 | – | 70 | 0.0% | 0.00% | – | |
| EDIT | EDITAS MEDICINE INC | $488 | -51.2% | 55 | 0.0% | 0.00% | – | |
| EGP | EASTGROUP PPTYS INC | $1,535 | +53.5% | 10 | 0.0% | 0.00% | – | |
| ETHO | ETF MANAGERS TRetho climate lea | $494 | – | 10 | 0.0% | 0.00% | – | |
| VMBS | VANGUARD SCOTTSDALE FDSmtg-bkd secs etf | $3,778 | -5.6% | 83 | 0.0% | 0.00% | – | |
| MJ | Buy | ETF MANAGERS TRetfmg altr hrvst | $2,997 | +49.8% | 704 | +83.8% | 0.00% | – |
| DUTCH BROS INCcl a | $1,550 | -22.5% | 55 | 0.0% | 0.00% | – | ||
| VLDR | Buy | VELODYNE LIDAR INC | $3,694 | +23.1% | 5,000 | +66.7% | 0.00% | – |
| BDTX | Exit | BLACK DIAMOND THERAPEUTICS I | $0 | – | -82 | -100.0% | 0.00% | – |
| DBX | DROPBOX INCcl a | $1,119 | +11.9% | 50 | 0.0% | 0.00% | – | |
| DV | New | DOUBLEVERIFY HLDGS INC | $856 | – | 39 | +100.0% | 0.00% | – |
| DIGITALBRIDGE GROUP INCcl a new | $1,259 | +25.9% | 115 | 0.0% | 0.00% | – | ||
| DIGITAL WORLD ACQUISITION CO | $1,125 | +12.5% | 75 | 0.0% | 0.00% | – | ||
| DKS | DICKS SPORTING GOODS INC | $120 | – | 1 | 0.0% | 0.00% | – | |
| DSGX | DESCARTES SYS GROUP INC | $1,045 | +4.5% | 15 | 0.0% | 0.00% | – | |
| DDOG | Buy | DATADOG INC | $3,602 | +260.2% | 49 | +250.0% | 0.00% | – |
| DRI | New | DARDEN RESTAURANTS INC | $1,937 | – | 14 | +100.0% | 0.00% | – |
| DNMR | DANIMER SCIENTIFIC INC | $566 | -43.4% | 316 | 0.0% | 0.00% | – | |
| DXC | Buy | DXC TECHNOLOGY CO | $5,326 | +33.2% | 201 | +38.6% | 0.00% | – |
| HYLB | DBX ETF TRxtrack usd high | $135 | – | 4 | 0.0% | 0.00% | – | |
| CURI | CURIOSITYSTREAM INC | $228 | – | 200 | 0.0% | 0.00% | – | |
| CRON | CRONOS GROUP INC | $889 | -11.1% | 350 | 0.0% | 0.00% | – | |
| CROX | CROCS INC | $108 | – | 1 | 0.0% | 0.00% | – | |
| CSGP | New | COSTAR GROUP INC | $5,873 | – | 76 | +100.0% | 0.00% | – |
| CNSL | New | CONSOLIDATED COMM HLDGS INC | $448 | – | 125 | +100.0% | 0.00% | – |
| VET | New | VERMILION ENERGY INC | $655 | – | 37 | +100.0% | 0.00% | – |
| CFLT | CONFLUENT INC | $556 | -44.4% | 25 | 0.0% | 0.00% | – | |
| VERU | VERU INC | $5,280 | -56.0% | 1,000 | 0.0% | 0.00% | -100.0% | |
| CNDT | CONDUENT INC | $632 | -36.8% | 156 | 0.0% | 0.00% | – | |
| CNXC | New | CONCENTRIX CORP | $3,995 | – | 30 | +100.0% | 0.00% | – |
| VIR | VIR BIOTECHNOLOGY INC | $506 | – | 20 | 0.0% | 0.00% | – | |
| VIRX | New | VIRACTA THERAPEUTICS INC | $10 | – | 7 | +100.0% | 0.00% | – |
| CLNE | CLEAN ENERGY FUELS CORP | $2,236 | +11.8% | 430 | 0.0% | 0.00% | – | |
| VSH | Buy | VISHAY INTERTECHNOLOGY INC | $1,115 | +11.5% | 52 | +2.0% | 0.00% | – |
| CC | Buy | CHEMOURS CO | $3,858 | +92.9% | 126 | +90.9% | 0.00% | – |
| VOLTA INC | $89 | – | 250 | 0.0% | 0.00% | – | ||
| VNT | Sell | VONTIER CORPORATION | $5,490 | -8.5% | 284 | -18.4% | 0.00% | -100.0% |
| VMC | VULCAN MATLS CO | $891 | -10.9% | 5 | 0.0% | 0.00% | – | |
| GTLS | CHART INDS INC | $807 | -19.3% | 7 | 0.0% | 0.00% | – | |
| CEVA | CEVA INC | $384 | – | 15 | 0.0% | 0.00% | – | |
| MAPS | New | WM TECHNOLOGY INC | $71 | – | 70 | +100.0% | 0.00% | – |
| WAB | WABTEC | $1,896 | -5.2% | 19 | 0.0% | 0.00% | – | |
| CRNC | CERENCE INC | $649 | -35.1% | 35 | 0.0% | 0.00% | – | |
| CVCO | New | CAVCO INDS INC DEL | $2,036 | – | 9 | +100.0% | 0.00% | – |
| WD | WALKER & DUNLOP INC | $1,232 | +23.2% | 16 | 0.0% | 0.00% | – | |
| CASY | New | CASEYS GEN STORES INC | $2,244 | – | 10 | +100.0% | 0.00% | – |
| CUK | CARNIVAL PLCadr | $899 | -10.1% | 125 | 0.0% | 0.00% | – | |
| CARA | CARA THERAPEUTICS INC | $2,148 | +7.4% | 200 | 0.0% | 0.00% | – | |
| CGC | Buy | CANOPY GROWTH CORP | $2,322 | – | 1,005 | +781.6% | 0.00% | – |
| CMDY | Exit | ISHARES U S ETF TRbloomberg roll | $0 | – | -67 | -100.0% | 0.00% | – |
| CZR | CAESARS ENTERTAINMENT INC NE | $1,248 | +24.8% | 30 | 0.0% | 0.00% | – | |
| New | CADENCE BANK | $1,923 | – | 78 | +100.0% | 0.00% | – | |
| DRE | Exit | DUKE REALTY CORP | $0 | – | -66 | -100.0% | 0.00% | – |
| OKTA | Exit | OKTA INCcl a | $0 | – | -25 | -100.0% | 0.00% | – |
| AI | Buy | C3 AI INCcl a | $5,595 | -6.8% | 500 | +4.2% | 0.00% | -100.0% |
| BUZZFEED INC | $690 | -65.5% | 1,000 | 0.0% | 0.00% | – | ||
| BMBL | BUMBLE INC | $1,726 | -13.7% | 82 | 0.0% | 0.00% | – | |
| DISH | Exit | DISH NETWORK CORPORATIONcl a | $0 | – | -131 | -100.0% | 0.00% | – |
| BOX | BOX INCcl a | $1,868 | +86.8% | 60 | 0.0% | 0.00% | – | |
| BXP | New | BOSTON PROPERTIES INC | $3,109 | – | 46 | +100.0% | 0.00% | – |
| BOMN | BOSTON OMAHA CORP | $3,710 | +23.7% | 140 | 0.0% | 0.00% | – | |
| SAM | New | BOSTON BEER INCcl a | $1,977 | – | 6 | +100.0% | 0.00% | – |
| BCOR | BLUCORA INC | $255 | – | 10 | 0.0% | 0.00% | – | |
| BLNK | BLINK CHARGING CO | $3,291 | -34.2% | 300 | 0.0% | 0.00% | – | |
| BB | BLACKBERRY LTD | $33 | – | 10 | 0.0% | 0.00% | – | |
| WOPEY | WOODSIDE ENERGY GROUP LTDsponsored adr | $1,695 | +69.5% | 70 | 0.0% | 0.00% | – | |
| BNGO | New | BIONANO GENOMICS INC | $730 | – | 500 | +100.0% | 0.00% | – |
| WKHS | WORKHORSE GROUP INC | $190 | – | 125 | 0.0% | 0.00% | – | |
| BLI | BERKELEY LTS INC | $214 | – | 80 | 0.0% | 0.00% | – | |
| XHR | New | XENIA HOTELS & RESORTS INC | $4,718 | – | 358 | +100.0% | 0.00% | – |
| BEAM | BEAM THERAPEUTICS INC | $587 | -41.3% | 15 | 0.0% | 0.00% | – | |
| XORTX THERAPEUTICS INC | $2,020 | -32.7% | 2,500 | 0.0% | 0.00% | – | ||
| XFOR | X4 PHARMACEUTICALS INC | $2,085 | -47.9% | 2,100 | 0.0% | 0.00% | – | |
| XPEV | XPENG INCads | $268 | – | 27 | 0.0% | 0.00% | – | |
| YEXT | YEXT INC | $1,143 | +14.3% | 175 | 0.0% | 0.00% | – | |
| YETI | YETI HLDGS INC | $991 | -0.9% | 24 | 0.0% | 0.00% | – | |
| BHC | BAUSCH HEALTH COS INC | $6,280 | -10.3% | 1,000 | 0.0% | 0.00% | -100.0% | |
| BZUN | BAOZUN INCsponsored adr | $4,913 | -18.1% | 927 | 0.0% | 0.00% | -100.0% | |
| ZIMVIE INC | $1,606 | -19.7% | 172 | 0.0% | 0.00% | – | ||
| BLL | BALL CORP | $5,523 | +10.5% | 108 | 0.0% | 0.00% | – | |
| Z | ZILLOW GROUP INCcl c cap stk | $1,868 | -6.6% | 58 | 0.0% | 0.00% | – | |
| RILY | B. RILEY FINANCIAL INC | $342 | – | 10 | 0.0% | 0.00% | – | |
| AXON | AXON ENTERPRISE INC | $3,319 | +66.0% | 20 | 0.0% | 0.00% | – | |
| New | AVALO THERAPEUTICS INC | $136 | – | 27 | +100.0% | 0.00% | – | |
| ZM | ZOOM VIDEO COMMUNICATIONS INcl a | $1,355 | +35.5% | 20 | 0.0% | 0.00% | – | |
| ADSK | Sell | AUTODESK INC | $4,672 | -87.4% | 25 | -87.2% | 0.00% | -100.0% |
| New | ATLASSIAN CORPORATIONcl a | $772 | – | 6 | +100.0% | 0.00% | – | |
| ATHERSYS INC NEW | $168 | – | 200 | 0.0% | 0.00% | – | ||
| AY | Buy | ATLANTICA SUSTAINABLE INFR P | $1,475 | +47.5% | 57 | +1.8% | 0.00% | – |
| NTB | Buy | BANK OF NT BUTTERFIELD&SON L | $1,388 | +38.8% | 47 | +2.2% | 0.00% | – |
| ANET | ARISTA NETWORKS INC | $2,427 | +21.4% | 20 | 0.0% | 0.00% | – | |
| New | BROOKFIELD REINS LTDcl a exch lt vtg | $657 | – | 21 | +100.0% | 0.00% | – | |
| ARCT | ARCTURUS THERAPEUTICS HLDGS | $339 | – | 20 | 0.0% | 0.00% | – | |
| ACA | ARCOSA INC | $2,228 | +11.4% | 41 | 0.0% | 0.00% | – | |
| CMBM | CAMBIUM NETWORKS CORP | $303 | – | 14 | 0.0% | 0.00% | – | |
| CWK | CUSHMAN WAKEFIELD PLC | $6,230 | +3.8% | 500 | 0.0% | 0.00% | -100.0% | |
| New | ARCHER AVIATION INC | $935 | – | 500 | +100.0% | 0.00% | – | |
| APPH | Sell | APPHARVEST INC | $1,852 | -92.6% | 3,264 | -74.5% | 0.00% | -100.0% |
| AIV | APARTMENT INVT & MGMT COcl a | $1,428 | +42.8% | 201 | 0.0% | 0.00% | – | |
| ICLR | Sell | ICON PLC | $2,331 | -89.4% | 12 | -89.7% | 0.00% | -100.0% |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $1,912 | -4.4% | 12 | 0.0% | 0.00% | – | |
| Sell | ANNALY CAPITAL MANAGEMENT IN | $2,635 | -34.1% | 125 | -43.9% | 0.00% | – | |
| AVXL | ANAVEX LIFE SCIENCES CORP | $4,454 | -10.9% | 481 | 0.0% | 0.00% | – | |
| AMPLITUDE INC | $5,339 | -23.7% | 442 | 0.0% | 0.00% | -100.0% | ||
| NIE | Exit | VIRTUS EQUITY & CONV INCM FD | $0 | – | -168 | -100.0% | 0.00% | – |
| NBR | NABORS INDUSTRIES LTD | $1,084 | +8.4% | 7 | 0.0% | 0.00% | – | |
| NVCR | NOVOCURE LTD | $1,834 | -8.3% | 25 | 0.0% | 0.00% | – | |
| AMPH | New | AMPHASTAR PHARMACEUTICALS IN | $2,942 | – | 105 | +100.0% | 0.00% | – |
| PORTAGE FINTECH ACQUISITN CO*w exp 07/08/202 | $371 | – | 2,649 | 0.0% | 0.00% | – | ||
| PRSRU | PROSPECTOR CAPITAL CORPunit 01/01/2030 | $998 | -0.2% | 100 | 0.0% | 0.00% | – | |
| AMKR | AMKOR TECHNOLOGY INC | $360 | – | 15 | 0.0% | 0.00% | – | |
| AAL | AMERICAN AIRLS GROUP INC | $636 | -36.4% | 50 | 0.0% | 0.00% | – | |
| STNE | Buy | STONECO LTD | $2,124 | +112.4% | 225 | +125.0% | 0.00% | – |
| ALGM | New | ALLEGRO MICROSYSTEMS INC | $1,501 | – | 50 | +100.0% | 0.00% | – |
| AJRD | AEROJET ROCKETDYNE HLDGS INC | $1,178 | +17.8% | 21 | 0.0% | 0.00% | – | |
| ASIX | New | ADVANSIX INC | $609 | – | 16 | +100.0% | 0.00% | – |
| YOLO | ADVISORSHARES TRpure cannabis | $360 | – | 100 | 0.0% | 0.00% | – | |
| GRMN | Buy | GARMIN LTD | $974 | -2.6% | 11 | +10.0% | 0.00% | – |
| MSOS | New | ADVISORSHARES TRpure us cannabis | $35 | – | 5 | +100.0% | 0.00% | – |
| ACB | Exit | AURORA CANNABIS INC | $0 | – | -14 | -100.0% | 0.00% | – |
| ACM | Sell | AECOM | $4,282 | -28.6% | 50 | -42.5% | 0.00% | -100.0% |
| GLOB | New | GLOBANT S A | $2,522 | – | 15 | +100.0% | 0.00% | – |
| SPOT | Buy | SPOTIFY TECHNOLOGY S A | $3,079 | +207.9% | 39 | +254.5% | 0.00% | – |
| ADAP | ADAPTIMMUNE THERAPEUTICS PLCsponds adr | $730 | -27.0% | 500 | 0.0% | 0.00% | – | |
| ASO | ACADEMY SPORTS & OUTDOORS IN | $158 | – | 3 | 0.0% | 0.00% | – | |
| POWW | AMMO INC | $692 | -30.8% | 400 | 0.0% | 0.00% | – | |
| RWLK | REWALK ROBOTICS LTD | $304 | – | 400 | 0.0% | 0.00% | – | |
| ZIM | Buy | ZIM INTEGRATED SHIPPING SERV | $775 | -22.5% | 45 | +12.5% | 0.00% | – |
| AMC | AMC ENTMT HLDGS INC | $20 | – | 5 | 0.0% | 0.00% | – | |
| ESTC | ELASTIC N V | $5,150 | -26.4% | 100 | 0.0% | 0.00% | -100.0% | |
| AGNC | AGNC INVT CORP | $2,070 | +3.5% | 200 | 0.0% | 0.00% | – | |
| RCL | ROYAL CARIBBEAN GROUP | $5,091 | +27.3% | 103 | 0.0% | 0.00% | – | |
| SBLK | Buy | STAR BULK CARRIERS CORP. | $2,203 | +10.2% | 115 | +6.5% | 0.00% | – |
| IFF | Exit | INTERNATIONAL FLAVORS&FRAGRA | $0 | – | -21 | -100.0% | 0.00% | – |
| TNL | Exit | TRAVEL PLUS LEISURE CO | $0 | – | -62 | -100.0% | 0.00% | – |
| GPS | Exit | GAP INC | $0 | – | -69 | -100.0% | 0.00% | – |
| CE | Exit | CELANESE CORP DEL | $0 | – | -32 | -100.0% | 0.00% | – |
| ALK | Exit | ALASKA AIR GROUP INC | $0 | – | -20 | -100.0% | 0.00% | – |
| IBIO | Exit | IBIO INC | $0 | – | -200 | -100.0% | 0.00% | – |
| PNW | Exit | PINNACLE WEST CAP CORP | $0 | – | -20 | -100.0% | 0.00% | – |
| JNPR | Exit | JUNIPER NETWORKS INC | $0 | – | -45 | -100.0% | 0.00% | – |
| RS | Exit | RELIANCE STEEL & ALUMINUM CO | $0 | – | -17 | -100.0% | 0.00% | – |
| CCL | Exit | CARNIVAL CORP | $0 | – | -133 | -100.0% | 0.00% | – |
| GLDD | Exit | GREAT LAKES DREDGE & DOCK CO | $0 | – | -600 | -100.0% | 0.00% | – |
| STON | Exit | STONEMOR INC | $0 | – | -900 | -100.0% | 0.00% | – |
| BR | Exit | BROADRIDGE FINL SOLUTIONS IN | $0 | – | -30 | -100.0% | 0.00% | – |
| LUMN | Exit | LUMEN TECHNOLOGIES INC | $0 | – | -352 | -100.0% | 0.00% | – |
| DS | Exit | DRIVE SHACK INC | $0 | – | -500 | -100.0% | 0.00% | – |
| BAMR | Exit | BROOKFIELD ASSET MGMT REINScl a exch lt vtg | $0 | – | -24 | -100.0% | 0.00% | – |
| CHNG | Exit | CHANGE HEALTHCARE INC | $0 | – | -117 | -100.0% | 0.00% | – |
| PEAK | Exit | HEALTHPEAK PROPERTIES INC | $0 | – | -168 | -100.0% | 0.00% | – |
| PNR | Exit | PENTAIR PLC | $0 | – | -26 | -100.0% | 0.00% | – |
| GBIO | Exit | GENERATION BIO CO | $0 | – | -100 | -100.0% | 0.00% | – |
| U | Exit | UNITY SOFTWARE INC | $0 | – | -28 | -100.0% | 0.00% | – |
| STOR | Exit | STORE CAP CORP | $0 | – | -38 | -100.0% | 0.00% | – |
| Exit | RENT THE RUNWAY INC | $0 | – | -3 | -100.0% | 0.00% | – | |
| VRSK | Exit | VERISK ANALYTICS INC | $0 | – | -28 | -100.0% | 0.00% | – |
| OM | Exit | OUTSET MED INC | $0 | – | -20 | -100.0% | 0.00% | – |
| ASAN | Exit | ASANA INCcl a | $0 | – | -65 | -100.0% | 0.00% | – |
| CAKE | Exit | CHEESECAKE FACTORY INC | $0 | – | -60 | -100.0% | 0.00% | – |
| IPOD | Exit | SOCIAL CAPITAL HEDOSOPHA HLD | $0 | – | -100 | -100.0% | 0.00% | – |
| Exit | ALLBIRDS INC | $0 | – | -1,000 | -100.0% | 0.00% | – | |
| UBX | Exit | UNITY BIOTECHNOLOGY INC | $0 | – | -450 | -100.0% | 0.00% | – |
| Exit | GREENLANE HLDGS INCcl a new | $0 | – | -4 | -100.0% | 0.00% | – | |
| TTWO | Exit | TAKE-TWO INTERACTIVE SOFTWAR | $0 | – | -21 | -100.0% | 0.00% | – |
| JBT | Exit | JOHN BEAN TECHNOLOGIES CORP | $0 | – | -19 | -100.0% | 0.00% | – |
| NTNX | Exit | NUTANIX INCcl a | $0 | – | -60 | -100.0% | 0.00% | – |
| COMB | Exit | GRANITESHARES ETF TR | $0 | – | -128 | -100.0% | 0.00% | – |
| UDR | Exit | UDR INC | $0 | – | -11 | -100.0% | 0.00% | – |
| TFX | Exit | TELEFLEX INCORPORATED | $0 | – | -31 | -100.0% | -0.00% | – |
| Exit | INVESTMENT MANAGERS SER TR Iaxs 2x innovatn | $0 | – | -1,000 | -100.0% | -0.00% | – | |
| PKG | Exit | PACKAGING CORP AMER | $0 | – | -54 | -100.0% | -0.00% | – |
| RHI | Exit | ROBERT HALF INTL INC | $0 | – | -73 | -100.0% | -0.00% | – |
| TWLO | Exit | TWILIO INCcl a | $0 | – | -200 | -100.0% | -0.00% | – |
| LOTZ | Exit | CARLOTZ INC | $0 | – | -50,957 | -100.0% | -0.00% | – |
| ADES | Exit | ADVANCED EMISSIONS SOLUTIONS | $0 | – | -5,473 | -100.0% | -0.00% | – |
| FIVE | Exit | FIVE BELOW INC | $0 | – | -118 | -100.0% | -0.00% | – |
| SPYD | Exit | SPDR SER TRprtflo s&p500 hi | $0 | – | -170 | -100.0% | -0.00% | – |
| CG | Exit | CARLYLE GROUP INC | $0 | – | -326 | -100.0% | -0.00% | – |
| TEAM | Exit | ATLASSIAN CORP PLCcl a | $0 | – | -63 | -100.0% | -0.00% | – |
| MDC | Exit | M D C HLDGS INC | $0 | – | -201 | -100.0% | -0.00% | – |
| MHI | Exit | PIONEER MUNICIPAL HIGH INCOM | $0 | – | -744 | -100.0% | -0.00% | – |
| ELAN | Exit | ELANCO ANIMAL HEALTH INC | $0 | – | -567 | -100.0% | -0.00% | – |
| EBS | Exit | EMERGENT BIOSOLUTIONS INC | $0 | – | -400 | -100.0% | -0.00% | – |
| SWK | Exit | STANLEY BLACK & DECKER INC | $0 | – | -124 | -100.0% | -0.00% | – |
| CIBR | Exit | FIRST TR EXCHANGE TRADED FDnasdaq cyb etf | $0 | – | -205 | -100.0% | -0.00% | – |
| PAG | Exit | PENSKE AUTOMOTIVE GRP INC | $0 | – | -181 | -100.0% | -0.00% | – |
| NXGN | Exit | NEXTGEN HEALTHCARE INC | $0 | – | -1,500 | -100.0% | -0.00% | – |
| TAST | Exit | CARROLS RESTAURANT GROUP INC | $0 | – | -16,000 | -100.0% | -0.00% | – |
| LAC | Exit | LITHIUM AMERS CORP NEW | $0 | – | -980 | -100.0% | -0.00% | – |
| VGM | Exit | INVESCO TR INVT GRADE MUNS | $0 | – | -2,191 | -100.0% | -0.00% | – |
| ARES | Exit | ARES MANAGEMENT CORPORATION | $0 | – | -402 | -100.0% | -0.00% | – |
| EXR | Exit | EXTRA SPACE STORAGE INC | $0 | – | -146 | -100.0% | -0.00% | – |
| WRB | Exit | BERKLEY W R CORP | $0 | – | -463 | -100.0% | -0.00% | – |
| FXC | Exit | INVESCO CURRENCYSHARES CDN D | $0 | – | -600 | -100.0% | -0.00% | – |
| BSV | Exit | VANGUARD BD INDEX FDSshort trm bond | $0 | – | -700 | -100.0% | -0.01% | – |
| ESGU | Exit | ISHARES TResg awr msci usa | $0 | – | -627 | -100.0% | -0.01% | – |
| FEP | Exit | FIRST TR EXCH TRD ALPHDX FDeurope alphadex | $0 | – | -1,878 | -100.0% | -0.01% | – |
| CTXS | Exit | CITRIX SYS INC | $0 | – | -618 | -100.0% | -0.01% | – |
| SOXX | Exit | ISHARES TRishares semicdtr | $0 | – | -200 | -100.0% | -0.01% | – |
| XSD | Exit | SPDR SER TRs&p semicndctr | $0 | – | -418 | -100.0% | -0.01% | – |
| VTIP | Exit | VANGUARD MALVERN FDSstrm infproidx | $0 | – | -1,440 | -100.0% | -0.01% | – |
| HYXF | Exit | ISHARES TResg advncd hy bd | $0 | – | -2,149 | -100.0% | -0.01% | – |
| NACP | Exit | IMPACT SHS TR Inaacp mino etf | $0 | – | -3,343 | -100.0% | -0.01% | – |
| TWTR | Exit | TWITTER INC | $0 | – | -2,786 | -100.0% | -0.01% | – |
| FXI | Exit | ISHARES TRchina lg-cap etf | $0 | – | -4,512 | -100.0% | -0.01% | – |
| BSCM | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -5,536 | -100.0% | -0.01% | – |
| BFB | Exit | BROWN FORMAN CORPcl b | $0 | – | -2,000 | -100.0% | -0.01% | – |
| BXMT | Exit | BLACKSTONE MTG TR INC | $0 | – | -6,300 | -100.0% | -0.01% | – |
| BRKS | Exit | AZENTA INC | $0 | – | -7,651 | -100.0% | -0.03% | – |
| SLV | Exit | ISHARES SILVER TR | $0 | – | -19,900 | -100.0% | -0.03% | – |
| BAM | Exit | BROOKFIELD ASSET MGMT INCcl a ltd vt sh | $0 | – | -13,138 | -100.0% | -0.05% | – |
| USO | Exit | UNITED STS OIL FD LP | $0 | – | -41,200 | -100.0% | -0.25% | – |
| FTAI | Exit | FORTRESS TRANS INFRST INVS L | $0 | – | -184,914 | -100.0% | -0.26% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-02-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 28 | Q3 2023 | 12.7% |
| VANGUARD INDEX FDS | 28 | Q3 2023 | 5.1% |
| APPLE INC | 28 | Q3 2023 | 5.2% |
| MICROSOFT CORP | 28 | Q3 2023 | 3.3% |
| SPDR S&P MIDCAP 400 ETF TR | 28 | Q3 2023 | 3.5% |
| SPDR SER TR | 28 | Q3 2023 | 2.9% |
| ISHARES TR | 28 | Q3 2023 | 2.6% |
| ISHARES TR | 28 | Q3 2023 | 3.6% |
| JPMORGAN CHASE & CO | 28 | Q3 2023 | 3.1% |
| ISHARES TR | 28 | Q3 2023 | 2.2% |
View Clearstead Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-12 |
| 13F-HR/A | 2023-11-13 |
| 13F-HR | 2023-11-07 |
| 13F-HR | 2023-08-07 |
| 13F-HR | 2023-05-09 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-15 |
| 13F-HR | 2022-08-12 |
| 13F-HR | 2022-05-04 |
| 13F-HR | 2022-02-14 |
View Clearstead Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.