$4.27 Billion is the total value of HM PAYSON & CO's 1314 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 13.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Sell | APPLE INC | $281,094,667 | -12.0% | 1,641,812 | -0.3% | 6.59% | -8.1% |
| MSFT | Sell | MICROSOFT CORP | $239,615,436 | -7.4% | 758,877 | -0.1% | 5.62% | -3.3% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $165,414,036 | +11.5% | 1,254,562 | +2.3% | 3.88% | +16.4% |
| AVGO | Sell | BROADCOM INC | $139,175,499 | -14.8% | 167,565 | -11.1% | 3.26% | -11.1% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $137,066,628 | +2.9% | 391,284 | +0.2% | 3.21% | +7.5% |
| JNJ | Sell | JOHNSON & JOHNSON | $121,545,436 | -10.4% | 780,388 | -4.8% | 2.85% | -6.5% |
| BILS | Buy | SPDR SER TRbloomberg 3-12 m | $97,796,539 | +3524.2% | 983,572 | +3525.3% | 2.29% | +3659.0% |
| HD | Sell | HOME DEPOT INC | $95,276,663 | -9.0% | 315,319 | -6.4% | 2.23% | -5.0% |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $89,810,037 | +1.7% | 226,845 | +1.1% | 2.10% | +6.2% |
| CDW | Sell | CDW CORP | $89,761,420 | +9.9% | 444,892 | -0.1% | 2.10% | +14.7% |
| ACN | Buy | ACCENTURE PLC IRELAND | $82,278,116 | -0.0% | 267,911 | +0.4% | 1.93% | +4.4% |
| MCD | Buy | MCDONALDS CORP | $81,462,162 | -11.7% | 309,225 | +0.1% | 1.91% | -7.8% |
| ABBV | Buy | ABBVIE INC | $80,979,375 | +11.9% | 543,267 | +1.1% | 1.90% | +16.8% |
| V | Buy | VISA INC | $79,213,196 | -2.0% | 344,390 | +1.2% | 1.86% | +2.4% |
| LRCX | Sell | LAM RESEARCH CORP | $78,595,413 | -7.7% | 125,396 | -5.4% | 1.84% | -3.7% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $76,995,739 | +5.5% | 152,712 | +0.6% | 1.80% | +10.2% |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC | $73,838,531 | -2.3% | 145,877 | +0.7% | 1.73% | +2.0% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $72,273,023 | +9.5% | 552,293 | +0.2% | 1.69% | +14.3% |
| CVX | Buy | CHEVRON CORP NEW | $71,149,089 | +8.2% | 421,949 | +1.0% | 1.67% | +13.0% |
| OTIS | Buy | OTIS WORLDWIDE CORP | $68,961,946 | +29.1% | 858,697 | +43.1% | 1.62% | +34.9% |
| AME | Buy | AMETEK INC | $67,511,949 | -3.7% | 456,903 | +5.5% | 1.58% | +0.6% |
| MPC | Buy | MARATHON PETE CORP | $62,911,734 | +31.4% | 415,698 | +1.3% | 1.48% | +37.2% |
| AON | Buy | AON PLC | $60,467,984 | -5.9% | 186,503 | +0.2% | 1.42% | -1.8% |
| LPLA | New | LPL FINL HLDGS INC | $54,405,928 | – | 228,933 | +100.0% | 1.28% | – |
| MRK | Buy | MERCK & CO INC | $53,931,213 | +65.4% | 523,858 | +85.3% | 1.26% | +72.7% |
| SPGI | Buy | S&P GLOBAL INC | $52,962,370 | -6.8% | 144,940 | +2.2% | 1.24% | -2.7% |
| TJX | Sell | TJX COS INC NEW | $50,661,807 | +3.4% | 570,002 | -1.4% | 1.19% | +8.0% |
| IBDP | Buy | ISHARES TRibonds dec24 etf | $47,947,640 | +1472.7% | 1,938,845 | +1465.7% | 1.12% | +1552.9% |
| HPQ | Buy | HP INC | $44,995,972 | -15.9% | 1,750,728 | +0.5% | 1.06% | -12.2% |
| IBDQ | Buy | ISHARES TRibonds dec25 etf | $41,654,502 | +1406.8% | 1,709,253 | +1407.4% | 0.98% | +1474.2% |
| ABT | Sell | ABBOTT LABS | $40,815,437 | -11.7% | 421,429 | -0.6% | 0.96% | -7.7% |
| DHR | Sell | DANAHER CORPORATION | $39,728,560 | -26.1% | 160,131 | -28.5% | 0.93% | -22.9% |
| LHX | Sell | L3HARRIS TECHNOLOGIES INC | $39,186,928 | -53.8% | 225,057 | -48.1% | 0.92% | -51.8% |
| TSM | Buy | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $39,082,860 | -12.7% | 449,737 | +1.3% | 0.92% | -8.9% |
| AMZN | Sell | AMAZON COM INC | $38,588,613 | -44.9% | 303,561 | -43.5% | 0.90% | -42.4% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $38,198,473 | -6.9% | 89,322 | -3.4% | 0.90% | -2.8% |
| DHI | Buy | D R HORTON INC | $38,039,132 | -11.4% | 353,951 | +0.4% | 0.89% | -7.5% |
| XOM | Sell | EXXON MOBIL CORP | $37,736,003 | +7.8% | 320,939 | -1.7% | 0.88% | +12.6% |
| JPM | Sell | JPMORGAN CHASE & CO | $36,527,266 | -1.2% | 251,877 | -0.9% | 0.86% | +3.1% |
| AZO | Buy | AUTOZONE INC | $35,863,604 | +12.2% | 14,120 | +10.2% | 0.84% | +17.3% |
| PG | Sell | PROCTER AND GAMBLE CO | $35,256,182 | -5.6% | 241,712 | -1.7% | 0.83% | -1.4% |
| AMGN | Buy | AMGEN INC | $33,875,042 | +23.6% | 126,042 | +2.1% | 0.79% | +29.1% |
| ADBE | Buy | ADOBE INC | $30,747,225 | +5.0% | 60,300 | +0.7% | 0.72% | +9.7% |
| GD | Sell | GENERAL DYNAMICS CORP | $30,353,199 | +1.5% | 137,363 | -1.2% | 0.71% | +6.1% |
| ORCL | Sell | ORACLE CORP | $29,601,575 | -11.8% | 279,471 | -0.8% | 0.69% | -7.8% |
| PII | Sell | POLARIS INC | $28,972,009 | -19.5% | 278,203 | -6.5% | 0.68% | -16.0% |
| PFE | Sell | PFIZER INC | $27,087,947 | -17.2% | 816,640 | -8.4% | 0.64% | -13.5% |
| TXN | Sell | TEXAS INSTRS INC | $26,950,076 | -14.2% | 169,487 | -2.8% | 0.63% | -10.4% |
| HON | Sell | HONEYWELL INTL INC | $25,662,742 | -11.0% | 138,913 | -0.0% | 0.60% | -7.0% |
| TYL | Sell | TYLER TECHNOLOGIES INC | $25,161,656 | -8.1% | 65,162 | -0.8% | 0.59% | -3.9% |
| WEX | Buy | WEX INC | $24,842,928 | +326.9% | 132,080 | +313.3% | 0.58% | +344.3% |
| PEP | Sell | PEPSICO INC | $22,054,172 | -9.4% | 130,159 | -1.0% | 0.52% | -5.5% |
| FB | Buy | META PLATFORMS INCcl a | $19,086,675 | +21.1% | 63,578 | +15.8% | 0.45% | +26.3% |
| LH | Sell | LABORATORY CORP AMER HLDGS | $18,948,037 | -42.1% | 94,245 | -30.5% | 0.44% | -39.5% |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $18,070,218 | +2.6% | 34 | 0.0% | 0.42% | +7.3% | |
| CSCO | Sell | CISCO SYS INC | $17,037,948 | +2.3% | 316,926 | -1.6% | 0.40% | +6.7% |
| NVDA | Sell | NVIDIA CORPORATION | $16,876,386 | -14.2% | 38,797 | -16.6% | 0.40% | -10.4% |
| WMT | Sell | WALMART INC | $15,647,253 | -0.4% | 97,838 | -2.1% | 0.37% | +4.0% |
| CMI | Sell | CUMMINS INC | $15,367,232 | -7.8% | 67,264 | -1.0% | 0.36% | -3.7% |
| BDX | Sell | BECTON DICKINSON & CO | $14,654,774 | -4.1% | 56,685 | -2.1% | 0.34% | +0.3% |
| LLY | Buy | ELI LILLY & CO | $13,714,004 | +19.6% | 25,532 | +4.4% | 0.32% | +24.4% |
| AXP | Sell | AMERICAN EXPRESS CO | $13,234,948 | -17.5% | 88,712 | -3.7% | 0.31% | -13.9% |
| AFL | Buy | AFLAC INC | $13,154,805 | +10.2% | 171,398 | +0.2% | 0.31% | +14.9% |
| RTX | Sell | RTX CORPORATION | $13,010,545 | -79.3% | 180,777 | -71.8% | 0.30% | -78.4% |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO | $12,551,899 | -77.4% | 216,263 | -75.1% | 0.29% | -76.4% |
| PH | Sell | PARKER-HANNIFIN CORP | $12,224,696 | -1.5% | 31,384 | -1.4% | 0.29% | +2.9% |
| IDXX | Buy | IDEXX LABS INC | $11,589,405 | -10.7% | 26,504 | +2.5% | 0.27% | -6.5% |
| CSX | Sell | CSX CORP | $11,324,421 | -12.6% | 368,274 | -3.1% | 0.26% | -8.9% |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS | $11,265,810 | +3.1% | 80,298 | -1.6% | 0.26% | +7.8% |
| NXPI | Buy | NXP SEMICONDUCTORS N V | $10,390,070 | +470.2% | 51,966 | +483.7% | 0.24% | +495.1% |
| ADP | Buy | AUTOMATIC DATA PROCESSING IN | $10,085,596 | +9.7% | 41,922 | +0.3% | 0.24% | +14.6% |
| HUBB | Buy | HUBBELL INC | $9,558,379 | +1759.9% | 30,498 | +1867.6% | 0.22% | +1766.7% |
| DEO | Sell | DIAGEO PLCspon adr new | $9,495,780 | -17.7% | 63,653 | -4.3% | 0.22% | -13.9% |
| INTC | Sell | INTEL CORP | $8,059,506 | -2.5% | 226,709 | -8.3% | 0.19% | +1.6% |
| NKE | Sell | NIKE INCcl b | $7,961,735 | -16.8% | 83,264 | -4.0% | 0.19% | -13.0% |
| MDLZ | Buy | MONDELEZ INTL INCcl a | $7,671,622 | -4.5% | 110,542 | +0.3% | 0.18% | 0.0% |
| BAC | Sell | BANK AMERICA CORP | $7,382,434 | -6.7% | 269,629 | -2.2% | 0.17% | -2.8% |
| SUSA | Buy | ISHARES TRmsci usa esg slc | $7,241,777 | +0.9% | 80,491 | +5.0% | 0.17% | +5.6% |
| LOW | Buy | LOWES COS INC | $6,823,601 | +268.2% | 32,831 | +299.8% | 0.16% | +281.0% |
| VGSH | Sell | VANGUARD SCOTTSDALE FDSshort term treas | $6,618,240 | -3.4% | 114,900 | -3.2% | 0.16% | +0.6% |
| SPYV | Sell | SPDR SER TRprtflo s&p500 vl | $6,572,439 | -16.7% | 159,293 | -12.8% | 0.15% | -13.0% |
| APD | Buy | AIR PRODS & CHEMS INC | $6,371,967 | -3.4% | 22,484 | +2.1% | 0.15% | +0.7% |
| SPMD | Sell | SPDR SER TRportfolio s&p400 | $6,296,355 | -17.3% | 143,785 | -13.3% | 0.15% | -13.5% |
| NSC | Sell | NORFOLK SOUTHN CORP | $5,987,438 | -67.6% | 30,404 | -62.7% | 0.14% | -66.3% |
| SPSM | Sell | SPDR SER TRportfolio s&p600 | $5,952,745 | -18.2% | 161,321 | -13.9% | 0.14% | -14.1% |
| ITW | Sell | ILLINOIS TOOL WKS INC | $5,956,518 | -8.5% | 25,863 | -0.6% | 0.14% | -4.1% |
| PXD | Sell | PIONEER NAT RES CO | $5,889,059 | -26.2% | 25,655 | -33.4% | 0.14% | -22.9% |
| INTU | Sell | INTUIT | $5,757,273 | +11.5% | 11,268 | -0.0% | 0.14% | +16.4% |
| FISV | Sell | FISERV INC | $5,650,599 | -12.8% | 50,023 | -2.6% | 0.13% | -9.0% |
| UNP | Sell | UNION PAC CORP | $5,586,309 | -4.0% | 27,434 | -3.5% | 0.13% | 0.0% |
| VEA | Sell | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $5,589,745 | -11.5% | 127,853 | -6.5% | 0.13% | -7.7% |
| SHW | Sell | SHERWIN WILLIAMS CO | $5,602,174 | -6.2% | 21,965 | -2.4% | 0.13% | -2.2% |
| AMT | Buy | AMERICAN TOWER CORP NEW | $5,543,281 | -15.0% | 33,708 | +0.2% | 0.13% | -11.0% |
| CVS | Sell | CVS HEALTH CORP | $5,494,966 | -6.9% | 78,702 | -7.8% | 0.13% | -2.3% |
| KO | Buy | COCA COLA CO | $5,368,707 | -2.6% | 95,904 | +4.8% | 0.13% | +1.6% |
| CARR | Sell | CARRIER GLOBAL CORPORATION | $5,148,366 | +9.7% | 93,267 | -1.2% | 0.12% | +15.2% |
| CL | Sell | COLGATE PALMOLIVE CO | $5,142,046 | -10.2% | 72,311 | -2.8% | 0.12% | -6.2% |
| BX | Sell | BLACKSTONE INC | $5,091,829 | +8.2% | 47,525 | -6.1% | 0.12% | +12.3% |
| DVN | Sell | DEVON ENERGY CORP NEW | $5,089,934 | -27.4% | 106,707 | -26.4% | 0.12% | -24.2% |
| SHV | Sell | ISHARES TRshort treas bd | $4,925,638 | -2.8% | 44,588 | -2.8% | 0.12% | +0.9% |
| PSX | Buy | PHILLIPS 66 | $4,841,446 | +26.6% | 40,295 | +0.5% | 0.11% | +31.4% |
| ASML | Buy | ASML HOLDING N V | $4,679,260 | +1664.0% | 7,949 | +2071.9% | 0.11% | +1733.3% |
| LMT | Buy | LOCKHEED MARTIN CORP | $4,668,537 | -0.3% | 11,416 | +12.2% | 0.11% | +3.8% |
| VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $4,525,227 | -12.0% | 115,410 | -8.7% | 0.11% | -7.8% |
| PM | Sell | PHILIP MORRIS INTL INC | $4,390,422 | -6.2% | 47,423 | -1.0% | 0.10% | -1.9% |
| VIG | Sell | VANGUARD SPECIALIZED FUNDSdiv app etf | $4,299,365 | -5.1% | 27,670 | -0.8% | 0.10% | -1.0% |
| WTRG | Sell | ESSENTIAL UTILS INC | $4,263,272 | -20.8% | 124,185 | -7.9% | 0.10% | -17.4% |
| DOV | Buy | DOVER CORP | $4,243,803 | -1.2% | 30,419 | +4.5% | 0.10% | +3.1% |
| VTIP | VANGUARD MALVERN FDSstrm infproidx | $4,160,640 | -0.3% | 88,000 | 0.0% | 0.10% | +4.3% | |
| TFLO | Buy | ISHARES TRtrs flt rt bd | $4,049,052 | +33.2% | 79,800 | +33.0% | 0.10% | +39.7% |
| BSCN | Sell | INVESCO EXCH TRD SLF IDX FD | $3,969,553 | -94.0% | 186,978 | -94.0% | 0.09% | -93.7% |
| IWP | Sell | ISHARES TRrus md cp gr etf | $3,897,083 | -6.5% | 42,661 | -1.1% | 0.09% | -3.2% |
| IGSB | ISHARES TR | $3,826,745 | -0.7% | 76,796 | 0.0% | 0.09% | +3.4% | |
| TRV | Sell | TRAVELERS COMPANIES INC | $3,640,180 | -11.6% | 22,290 | -6.0% | 0.08% | -8.6% |
| SCHJ | SCHWAB STRATEGIC TR1 5yr corp bd | $3,522,375 | -0.6% | 75,000 | 0.0% | 0.08% | +3.8% | |
| EMR | Sell | EMERSON ELEC CO | $3,443,116 | +0.1% | 35,654 | -6.3% | 0.08% | +5.2% |
| RSP | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $3,405,167 | -5.3% | 24,033 | 0.0% | 0.08% | -1.2% | |
| NEE | Sell | NEXTERA ENERGY INC | $3,407,425 | -30.3% | 59,477 | -9.7% | 0.08% | -27.3% |
| CWST | CASELLA WASTE SYS INCcl a | $3,320,348 | -15.6% | 43,517 | 0.0% | 0.08% | -11.4% | |
| Buy | GE HEALTHCARE TECHNOLOGIES I | $3,269,806 | +153.4% | 48,057 | +202.6% | 0.08% | +165.5% | |
| ISRG | Buy | INTUITIVE SURGICAL INC | $3,120,490 | -14.2% | 10,676 | +0.3% | 0.07% | -11.0% |
| IWM | Buy | ISHARES TRrussell 2000 etf | $3,086,589 | -3.1% | 17,464 | +2.7% | 0.07% | 0.0% |
| BSCO | Sell | INVESCO EXCH TRD SLF IDX FD | $3,048,371 | -94.2% | 147,478 | -94.2% | 0.07% | -94.0% |
| VCSH | Buy | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $3,028,545 | +0.1% | 40,300 | +0.8% | 0.07% | +4.4% |
| COP | Buy | CONOCOPHILLIPS | $3,028,664 | +19.0% | 25,281 | +2.9% | 0.07% | +24.6% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $2,954,166 | +1.9% | 6,879 | +5.8% | 0.07% | +6.2% |
| HAS | Sell | HASBRO INC | $2,935,272 | -1.6% | 44,380 | -3.7% | 0.07% | +3.0% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $2,951,274 | +71.0% | 13,894 | +77.3% | 0.07% | +76.9% |
| DIS | Sell | DISNEY WALT CO | $2,915,169 | -16.9% | 35,968 | -8.5% | 0.07% | -13.9% |
| IJR | Sell | ISHARES TRcore s&p scp etf | $2,857,161 | -7.7% | 30,289 | -2.5% | 0.07% | -2.9% |
| SYK | Buy | STRYKER CORPORATION | $2,779,703 | -7.0% | 10,172 | +3.8% | 0.06% | -3.0% |
| MMM | Sell | 3M CO | $2,772,410 | -16.0% | 29,613 | -10.2% | 0.06% | -12.2% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $2,674,279 | -2.6% | 10,725 | +2.1% | 0.06% | +1.6% |
| SPSB | SPDR SER TRportfolio short | $2,700,900 | -0.4% | 92,118 | 0.0% | 0.06% | +3.3% | |
| JPST | Sell | J P MORGAN EXCHANGE TRADED Fultra shrt inc | $2,684,235 | -36.6% | 53,492 | -36.7% | 0.06% | -33.7% |
| ZTS | Buy | ZOETIS INCcl a | $2,667,592 | +15.1% | 15,333 | +13.9% | 0.06% | +21.2% |
| OEF | ISHARES TRs&p 100 etf | $2,558,562 | -3.1% | 12,752 | 0.0% | 0.06% | +1.7% | |
| SPIB | Sell | SPDR SER TRportfolio intrmd | $2,501,942 | -2.1% | 79,553 | -0.0% | 0.06% | +3.5% |
| MCK | Buy | MCKESSON CORP | $2,455,278 | +4.4% | 5,646 | +2.6% | 0.06% | +9.4% |
| MDT | Buy | MEDTRONIC PLC | $2,449,129 | -10.1% | 31,255 | +1.1% | 0.06% | -6.6% |
| Buy | GENERAL ELECTRIC CO | $2,430,142 | +4.3% | 21,982 | +3.7% | 0.06% | +9.6% | |
| AGZ | ISHARES TRagency bond etf | $2,438,286 | -1.1% | 23,046 | 0.0% | 0.06% | +3.6% | |
| CMCSA | Buy | COMCAST CORP NEWcl a | $2,364,930 | +21.7% | 53,336 | +14.1% | 0.06% | +25.0% |
| UL | Sell | UNILEVER PLCspon adr new | $2,363,396 | -9.6% | 47,842 | -4.6% | 0.06% | -6.8% |
| XYL | Sell | XYLEM INC | $2,120,453 | -19.4% | 23,294 | -0.2% | 0.05% | -15.3% |
| MO | Sell | ALTRIA GROUP INC | $1,835,442 | -9.3% | 43,649 | -2.3% | 0.04% | -4.4% |
| EMN | EASTMAN CHEM CO | $1,799,545 | -8.4% | 23,456 | 0.0% | 0.04% | -4.5% | |
| PPG | Buy | PPG INDS INC | $1,812,268 | -9.9% | 13,962 | +2.9% | 0.04% | -6.7% |
| STZ | Sell | CONSTELLATION BRANDS INCcl a | $1,772,128 | +2.0% | 7,051 | -0.1% | 0.04% | +7.7% |
| TT | TRANE TECHNOLOGIES PLC | $1,809,146 | +6.1% | 8,916 | 0.0% | 0.04% | +10.5% | |
| WFC | Sell | WELLS FARGO CO NEW | $1,750,443 | -17.0% | 42,840 | -13.3% | 0.04% | -12.8% |
| SPHQ | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 quality | $1,761,859 | -15.3% | 35,209 | -14.7% | 0.04% | -12.8% |
| GIS | Buy | GENERAL MLS INC | $1,682,746 | -13.6% | 26,297 | +3.6% | 0.04% | -11.4% |
| STT | Buy | STATE STR CORP | $1,677,482 | -7.8% | 25,052 | +0.8% | 0.04% | -4.9% |
| TFX | TELEFLEX INCORPORATED | $1,674,961 | -18.8% | 8,528 | 0.0% | 0.04% | -15.2% | |
| IVW | Sell | ISHARES TRs&p 500 grwt etf | $1,599,934 | -7.7% | 23,384 | -4.9% | 0.04% | -2.6% |
| VIOO | Sell | VANGUARD ADMIRAL FDS INCsmllcp 600 idx | $1,564,985 | -5.9% | 17,906 | -1.1% | 0.04% | 0.0% |
| KMB | Buy | KIMBERLY-CLARK CORP | $1,549,682 | -11.5% | 12,823 | +1.1% | 0.04% | -7.7% |
| CAT | Buy | CATERPILLAR INC | $1,472,017 | +13.2% | 5,392 | +2.1% | 0.04% | +20.7% |
| DRI | Buy | DARDEN RESTAURANTS INC | $1,509,397 | -12.3% | 10,539 | +2.4% | 0.04% | -10.3% |
| COST | Buy | COSTCO WHSL CORP NEW | $1,487,361 | +9.1% | 2,633 | +4.0% | 0.04% | +12.9% |
| PANW | Buy | PALO ALTO NETWORKS INC | $1,457,280 | +10.4% | 6,216 | +20.3% | 0.03% | +13.3% |
| CHD | Buy | CHURCH & DWIGHT CO INC | $1,453,528 | +11.0% | 15,863 | +21.4% | 0.03% | +17.2% |
| DGX | QUEST DIAGNOSTICS INC | $1,437,705 | -13.3% | 11,798 | 0.0% | 0.03% | -8.1% | |
| Sell | LINDE PLC | $1,431,687 | -4.8% | 3,845 | -2.5% | 0.03% | 0.0% | |
| FANG | Sell | DIAMONDBACK ENERGY INC | $1,400,909 | -7.3% | 9,045 | -21.3% | 0.03% | -2.9% |
| AMAT | Sell | APPLIED MATLS INC | $1,353,211 | -5.3% | 9,774 | -1.1% | 0.03% | 0.0% |
| SYY | Buy | SYSCO CORP | $1,306,008 | +2.6% | 19,773 | +15.2% | 0.03% | +6.9% |
| VYM | Buy | VANGUARD WHITEHALL FDShigh div yld | $1,306,482 | -1.7% | 12,645 | +0.9% | 0.03% | +3.3% |
| VFC | Sell | V F CORP | $1,342,805 | -20.6% | 75,993 | -14.2% | 0.03% | -18.4% |
| WAT | WATERS CORP | $1,277,819 | +2.9% | 4,660 | 0.0% | 0.03% | +7.1% | |
| DE | Buy | DEERE & CO | $1,269,885 | -3.8% | 3,365 | +3.3% | 0.03% | 0.0% |
| FTV | FORTIVE CORP | $1,220,107 | -0.8% | 16,452 | 0.0% | 0.03% | +3.6% | |
| NOC | Sell | NORTHROP GRUMMAN CORP | $1,241,352 | -3.8% | 2,820 | -0.4% | 0.03% | 0.0% |
| BRKS | Sell | AZENTA INC | $1,249,531 | -7.6% | 24,896 | -14.1% | 0.03% | -3.3% |
| QDF | FLEXSHARES TRqualt divd idx | $1,239,153 | -3.5% | 22,215 | 0.0% | 0.03% | 0.0% | |
| CTVA | Buy | CORTEVA INC | $1,194,638 | +142.2% | 23,351 | +171.2% | 0.03% | +154.5% |
| VEU | Sell | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $1,184,452 | -6.2% | 22,835 | -1.6% | 0.03% | 0.0% |
| SCHW | Buy | SCHWAB CHARLES CORP | $1,203,928 | +0.8% | 21,929 | +4.0% | 0.03% | +3.7% |
| BSCP | Sell | INVESCO EXCH TRD SLF IDX FD | $1,146,151 | -96.8% | 56,994 | -96.8% | 0.03% | -96.7% |
| CI | Sell | THE CIGNA GROUP | $1,172,602 | -0.9% | 4,099 | -2.8% | 0.03% | 0.0% |
| ROP | ROPER TECHNOLOGIES INC | $1,166,147 | +0.7% | 2,408 | 0.0% | 0.03% | +3.8% | |
| VO | Sell | VANGUARD INDEX FDSmid cap etf | $1,119,707 | -11.2% | 5,377 | -6.1% | 0.03% | -7.1% |
| GLD | Buy | SPDR GOLD TR | $1,103,110 | +0.9% | 6,434 | +4.9% | 0.03% | +4.0% |
| DD | Buy | DUPONT DE NEMOURS INC | $1,064,325 | +6.3% | 14,269 | +1.8% | 0.02% | +13.6% |
| ALL | ALLSTATE CORP | $1,072,990 | +2.2% | 9,631 | 0.0% | 0.02% | +4.2% | |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $1,074,627 | +27.9% | 2,999 | +31.9% | 0.02% | +31.6% |
| NOV | Buy | NOV INC | $1,011,560 | +35.9% | 48,400 | +4.3% | 0.02% | +41.2% |
| CCNE | CNB FINL CORP PA | $1,044,911 | +2.6% | 57,698 | 0.0% | 0.02% | +4.3% | |
| IT | Buy | GARTNER INC | $1,027,738 | -1.6% | 2,991 | +0.4% | 0.02% | +4.3% |
| APTV | Sell | APTIV PLC | $1,029,379 | -13.7% | 10,441 | -10.6% | 0.02% | -11.1% |
| ALB | Buy | ALBEMARLE CORP | $1,005,787 | -22.1% | 5,915 | +2.2% | 0.02% | -17.2% |
| TD | Sell | TORONTO DOMINION BK ONT | $1,026,892 | -16.7% | 17,041 | -14.3% | 0.02% | -14.3% |
| MDY | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $982,690 | -4.7% | 2,152 | 0.0% | 0.02% | 0.0% | |
| BND | New | VANGUARD BD INDEX FDStotal bnd mrkt | $976,502 | – | 13,994 | +100.0% | 0.02% | – |
| TSLA | Sell | TESLA INC | $967,678 | -6.0% | 3,867 | -1.6% | 0.02% | 0.0% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $968,528 | -37.4% | 29,884 | -28.2% | 0.02% | -34.3% |
| ROK | Buy | ROCKWELL AUTOMATION INC | $977,104 | +44.1% | 3,418 | +66.1% | 0.02% | +53.3% |
| SXI | STANDEX INTL CORP | $924,258 | +3.0% | 6,344 | 0.0% | 0.02% | +10.0% | |
| TGT | Sell | TARGET CORP | $940,067 | -16.4% | 8,502 | -0.3% | 0.02% | -12.0% |
| MMC | Buy | MARSH & MCLENNAN COS INC | $958,542 | +18.7% | 5,037 | +17.3% | 0.02% | +22.2% |
| VGT | Buy | VANGUARD WORLD FDSinf tech etf | $946,387 | -5.7% | 2,281 | +0.5% | 0.02% | -4.3% |
| CRM | Buy | SALESFORCE INC | $935,425 | -3.0% | 4,613 | +1.0% | 0.02% | 0.0% |
| ADI | Buy | ANALOG DEVICES INC | $886,832 | -5.7% | 5,065 | +4.9% | 0.02% | 0.0% |
| MCO | Buy | MOODYS CORP | $904,880 | -7.9% | 2,862 | +1.2% | 0.02% | -4.5% |
| DOW | Buy | DOW INC | $911,685 | +0.2% | 17,682 | +3.5% | 0.02% | +5.0% |
| ECL | ECOLAB INC | $902,394 | -9.3% | 5,327 | 0.0% | 0.02% | -4.5% | |
| BLK | Sell | BLACKROCK INC | $905,723 | -8.1% | 1,401 | -1.8% | 0.02% | -4.5% |
| D | Sell | DOMINION ENERGY INC | $915,959 | -20.7% | 20,505 | -8.1% | 0.02% | -19.2% |
| AMP | Buy | AMERIPRISE FINL INC | $907,071 | +2.6% | 2,751 | +3.4% | 0.02% | +5.0% |
| VNOM | New | VIPER ENERGY PARTNERS LP | $905,600 | – | 32,482 | +100.0% | 0.02% | – |
| WEC | Buy | WEC ENERGY GROUP INC | $903,289 | -7.0% | 11,214 | +1.8% | 0.02% | -4.5% |
| BAX | Sell | BAXTER INTL INC | $874,550 | -18.8% | 23,173 | -2.0% | 0.02% | -12.5% |
| ZBH | Buy | ZIMMER BIOMET HOLDINGS INC | $857,044 | -10.7% | 7,637 | +15.9% | 0.02% | -9.1% |
| ADM | Buy | ARCHER DANIELS MIDLAND CO | $853,906 | +20.9% | 11,322 | +21.1% | 0.02% | +25.0% |
| DUK | Buy | DUKE ENERGY CORP NEW | $789,928 | +8.9% | 8,950 | +10.7% | 0.02% | +18.8% |
| WIT | WIPRO LTDspon adr 1 sh | $799,801 | +2.5% | 165,248 | 0.0% | 0.02% | +5.6% | |
| IEFA | Buy | ISHARES TRcore msci eafe | $795,173 | -0.8% | 12,357 | +4.1% | 0.02% | +5.6% |
| IGIB | ISHARES TR | $796,547 | -3.8% | 16,373 | 0.0% | 0.02% | 0.0% | |
| EPD | Sell | ENTERPRISE PRODS PARTNERS L | $822,469 | +3.1% | 30,050 | -0.8% | 0.02% | +5.6% |
| TTD | THE TRADE DESK INC | $786,502 | +1.2% | 10,064 | 0.0% | 0.02% | +5.9% | |
| MAT | MATTEL INC | $773,165 | +12.7% | 35,096 | 0.0% | 0.02% | +20.0% | |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $757,148 | -8.1% | 4,858 | +5.7% | 0.02% | 0.0% |
| COF | Buy | CAPITAL ONE FINL CORP | $779,876 | -11.2% | 8,036 | +0.0% | 0.02% | -10.0% |
| IRM | Sell | IRON MTN INC DEL | $728,917 | +4.6% | 12,261 | -0.0% | 0.02% | +6.2% |
| QCOM | Buy | QUALCOMM INC | $729,554 | -2.4% | 6,569 | +4.6% | 0.02% | 0.0% |
| FDX | Sell | FEDEX CORP | $731,446 | -3.6% | 2,761 | -9.8% | 0.02% | 0.0% |
| WM | Buy | WASTE MGMT INC DEL | $710,066 | -2.0% | 4,658 | +11.5% | 0.02% | +6.2% |
| HSY | Buy | HERSHEY CO | $737,695 | -10.1% | 3,687 | +12.2% | 0.02% | -5.6% |
| WRB | BERKLEY W R CORP | $729,755 | +6.6% | 11,494 | 0.0% | 0.02% | +13.3% | |
| DVY | Sell | ISHARES TRselect divid etf | $745,085 | -14.3% | 6,922 | -9.8% | 0.02% | -15.0% |
| SO | SOUTHERN CO | $738,326 | -7.9% | 11,408 | 0.0% | 0.02% | -5.6% | |
| HOLX | HOLOGIC INC | $717,874 | -14.3% | 10,344 | 0.0% | 0.02% | -10.5% | |
| BA | Buy | BOEING CO | $700,536 | +16.9% | 3,655 | +28.8% | 0.02% | +23.1% |
| AEP | Buy | AMERICAN ELEC PWR CO INC | $702,781 | -10.6% | 9,343 | +0.1% | 0.02% | -11.1% |
| WHR | Buy | WHIRLPOOL CORP | $676,924 | +6.0% | 5,063 | +18.0% | 0.02% | +14.3% |
| HAL | Sell | HALLIBURTON CO | $692,550 | +19.6% | 17,100 | -2.6% | 0.02% | +23.1% |
| CNI | Buy | CANADIAN NATL RY CO | $643,047 | +12.1% | 5,936 | +25.3% | 0.02% | +15.4% |
| PHO | Buy | INVESCO EXCHANGE TRADED FD Twater res etf | $633,108 | +489.4% | 11,905 | +524.9% | 0.02% | +650.0% |
| VHT | VANGUARD WORLD FDShealth car etf | $627,717 | -4.0% | 2,670 | 0.0% | 0.02% | 0.0% | |
| TFC | Sell | TRUIST FINL CORP | $620,637 | -18.2% | 21,693 | -13.2% | 0.02% | -11.8% |
| EEM | Sell | ISHARES TRmsci emg mkt etf | $645,644 | -11.8% | 17,013 | -8.1% | 0.02% | -6.2% |
| MTD | Sell | METTLER TOLEDO INTERNATIONAL | $637,141 | -18.8% | 575 | -3.8% | 0.02% | -16.7% |
| SBUX | Sell | STARBUCKS CORP | $585,339 | -8.6% | 6,413 | -0.8% | 0.01% | 0.0% |
| VLO | Buy | VALERO ENERGY CORP | $580,586 | +59.9% | 4,097 | +32.4% | 0.01% | +75.0% |
| BP | Buy | BP PLCsponsored adr | $612,744 | +15.0% | 15,825 | +4.8% | 0.01% | +16.7% |
| NFLX | Buy | NETFLIX INC | $590,189 | -8.4% | 1,563 | +6.8% | 0.01% | 0.0% |
| MDB | MONGODB INCcl a | $578,970 | -15.8% | 1,674 | 0.0% | 0.01% | -6.7% | |
| IWB | ISHARES TRrus 1000 etf | $615,465 | -3.6% | 2,620 | 0.0% | 0.01% | 0.0% | |
| UNM | Buy | UNUM GROUP | $536,170 | +14.3% | 10,900 | +10.9% | 0.01% | +18.2% |
| T | Sell | AT&T INC | $534,871 | -20.2% | 35,610 | -15.3% | 0.01% | -13.3% |
| VOO | Buy | VANGUARD INDEX FDS | $556,457 | +57.4% | 1,417 | +63.2% | 0.01% | +62.5% |
| MS | MORGAN STANLEY | $565,322 | -4.4% | 6,922 | 0.0% | 0.01% | 0.0% | |
| CB | Sell | CHUBB LIMITED | $550,637 | +2.7% | 2,645 | -5.0% | 0.01% | +8.3% |
| GILD | Buy | GILEAD SCIENCES INC | $538,107 | +0.0% | 7,181 | +2.9% | 0.01% | +8.3% |
| PHM | PULTE GROUP INC | $531,902 | -4.7% | 7,183 | 0.0% | 0.01% | -7.7% | |
| BK | BANK NEW YORK MELLON CORP | $496,021 | -4.2% | 11,630 | 0.0% | 0.01% | 0.0% | |
| MAR | Buy | MARRIOTT INTL INC NEWcl a | $519,189 | +7.2% | 2,641 | +0.2% | 0.01% | +9.1% |
| CHX | CHAMPIONX CORPORATION | $498,680 | +14.8% | 14,000 | 0.0% | 0.01% | +20.0% | |
| BSCQ | Sell | INVESCO EXCH TRD SLF IDX FD | $532,564 | -96.3% | 28,350 | -96.3% | 0.01% | -96.3% |
| ABC | CENCORA INC | $528,752 | -6.5% | 2,938 | 0.0% | 0.01% | -7.7% | |
| SDY | Buy | SPDR SER TRs&p divid etf | $501,675 | +289.8% | 4,362 | +315.4% | 0.01% | +300.0% |
| IR | INGERSOLL RAND INC | $501,349 | -2.5% | 7,868 | 0.0% | 0.01% | 0.0% | |
| SLB | Buy | SCHLUMBERGER LTD | $506,978 | +30.7% | 8,696 | +10.1% | 0.01% | +33.3% |
| PAYX | Buy | PAYCHEX INC | $465,934 | +11.6% | 4,040 | +8.2% | 0.01% | +22.2% |
| XLK | Buy | SELECT SECTOR SPDR TRtechnology | $479,004 | +184.6% | 2,922 | +201.9% | 0.01% | +175.0% |
| PRF | Buy | INVESCO EXCHANGE TRADED FD Tftse rafi 1000 | $459,481 | -2.8% | 14,440 | +400.0% | 0.01% | 0.0% |
| CTAS | CINTAS CORP | $485,340 | -3.2% | 1,009 | 0.0% | 0.01% | 0.0% | |
| ENB | Buy | ENBRIDGE INC | $460,472 | -9.5% | 13,729 | +0.3% | 0.01% | 0.0% |
| DFS | Sell | DISCOVER FINL SVCS | $466,003 | -28.3% | 5,379 | -3.2% | 0.01% | -26.7% |
| FDS | FACTSET RESH SYS INC | $458,249 | +9.1% | 1,048 | 0.0% | 0.01% | +22.2% | |
| IWO | ISHARES TRrus 2000 grw etf | $486,854 | -7.6% | 2,172 | 0.0% | 0.01% | -8.3% | |
| FNLC | Sell | FIRST BANCORP INC ME | $453,406 | -6.4% | 19,294 | -3.1% | 0.01% | 0.0% |
| DSI | ISHARES TRmsci kld400 soc | $469,736 | -3.3% | 5,770 | 0.0% | 0.01% | 0.0% | |
| SNY | Buy | SANOFIsponsored adr | $481,902 | +7.7% | 8,984 | +8.2% | 0.01% | +10.0% |
| NUE | Sell | NUCOR CORP | $473,585 | -13.8% | 3,029 | -9.6% | 0.01% | -8.3% |
| GNRC | Buy | GENERAC HLDGS INC | $405,441 | -22.8% | 3,721 | +5.7% | 0.01% | -16.7% |
| VV | VANGUARD INDEX FDSlarge cap etf | $427,779 | -3.5% | 2,186 | 0.0% | 0.01% | 0.0% | |
| OZK | BANK OZK LITTLE ROCK ARK | $444,840 | -7.7% | 12,000 | 0.0% | 0.01% | -9.1% | |
| TEL | Buy | TE CONNECTIVITY LTD | $437,345 | +14.3% | 3,540 | +29.7% | 0.01% | +11.1% |
| EFA | ISHARES TRmsci eafe etf | $442,811 | -4.9% | 6,425 | 0.0% | 0.01% | 0.0% | |
| EW | Buy | EDWARDS LIFESCIENCES CORP | $412,771 | +11.7% | 5,958 | +52.1% | 0.01% | +25.0% |
| AGCO | AGCO CORP | $437,636 | -10.0% | 3,700 | 0.0% | 0.01% | -9.1% | |
| ROST | ROSS STORES INC | $438,924 | +0.7% | 3,886 | 0.0% | 0.01% | 0.0% | |
| CE | CELANESE CORP DEL | $407,940 | +8.4% | 3,250 | 0.0% | 0.01% | +25.0% | |
| IWV | ISHARES TRrussell 3000 etf | $438,658 | -3.7% | 1,790 | 0.0% | 0.01% | 0.0% | |
| WDAY | WORKDAY INCcl a | $435,072 | -4.9% | 2,025 | 0.0% | 0.01% | 0.0% | |
| MRO | MARATHON OIL CORP | $381,723 | +16.2% | 14,270 | 0.0% | 0.01% | +28.6% | |
| VNQ | Sell | VANGUARD INDEX FDSreal estate etf | $400,620 | -15.0% | 5,295 | -6.1% | 0.01% | -18.2% |
| MKC | MCCORMICK & CO INC | $379,714 | -13.3% | 5,020 | 0.0% | 0.01% | -10.0% | |
| ESGD | Buy | ISHARES TResg aw msci eafe | $385,608 | +1822.7% | 5,578 | +1928.4% | 0.01% | – |
| AMD | Sell | ADVANCED MICRO DEVICES INC | $379,818 | -11.4% | 3,694 | -1.9% | 0.01% | -10.0% |
| APH | AMPHENOL CORP NEWcl a | $383,163 | -1.1% | 4,562 | 0.0% | 0.01% | 0.0% | |
| CLX | Buy | CLOROX CO DEL | $365,920 | -3.8% | 2,792 | +16.7% | 0.01% | 0.0% |
| ETN | Sell | EATON CORP PLC | $394,782 | +3.3% | 1,851 | -2.6% | 0.01% | 0.0% |
| RSG | REPUBLIC SVCS INC | $401,879 | -7.0% | 2,820 | 0.0% | 0.01% | -10.0% | |
| BSX | Buy | BOSTON SCIENTIFIC CORP | $401,597 | +38.3% | 7,606 | +41.6% | 0.01% | +28.6% |
| AWK | AMERICAN WTR WKS CO INC NEW | $379,292 | -13.3% | 3,063 | 0.0% | 0.01% | -10.0% | |
| EXP | EAGLE MATLS INC | $351,691 | -10.7% | 2,112 | 0.0% | 0.01% | -11.1% | |
| GPC | GENUINE PARTS CO | $340,304 | -14.7% | 2,357 | 0.0% | 0.01% | -11.1% | |
| Sell | CLEARWATER ANALYTICS HLDGS Icl a | $353,922 | +19.9% | 18,300 | -1.6% | 0.01% | +14.3% | |
| GGG | GRACO INC | $339,184 | -15.6% | 4,654 | 0.0% | 0.01% | -11.1% | |
| JCI | Buy | JOHNSON CTLS INTL PLC | $349,717 | +4.6% | 6,572 | +34.0% | 0.01% | 0.0% |
| AIG | Sell | AMERICAN INTL GROUP INC | $349,965 | +2.5% | 5,775 | -2.6% | 0.01% | 0.0% |
| XLF | SELECT SECTOR SPDR TRfinancial | $350,641 | -1.6% | 10,571 | 0.0% | 0.01% | 0.0% | |
| SPR | Sell | SPIRIT AEROSYSTEMS HLDGS INC | $335,244 | -54.9% | 20,771 | -18.4% | 0.01% | -52.9% |
| SCHD | Sell | SCHWAB STRATEGIC TRus dividend eq | $346,125 | -4.5% | 4,892 | -2.0% | 0.01% | 0.0% |
| ANTM | ELEVANCE HEALTH INC | $355,303 | -2.0% | 816 | 0.0% | 0.01% | 0.0% | |
| RPM | RPM INTL INC | $324,251 | +5.7% | 3,420 | 0.0% | 0.01% | +14.3% | |
| HES | Sell | HESS CORP | $343,485 | +11.7% | 2,245 | -0.8% | 0.01% | +14.3% |
| CAC | CAMDEN NATL CORP | $340,955 | -8.9% | 12,082 | 0.0% | 0.01% | 0.0% | |
| IWR | Buy | ISHARES TRrus mid cap etf | $361,970 | +75.3% | 5,227 | +84.9% | 0.01% | +60.0% |
| VCTR | Sell | VICTORY CAP HLDGS INC | $332,900 | -22.9% | 9,985 | -27.0% | 0.01% | -20.0% |
| IPG | Buy | INTERPUBLIC GROUP COS INC | $347,847 | -11.1% | 12,137 | +19.7% | 0.01% | -11.1% |
| NVO | Buy | NOVO-NORDISK A Sadr | $357,031 | +12.4% | 3,926 | +100.0% | 0.01% | +14.3% |
| NVS | Buy | NOVARTIS AGsponsored adr | $300,997 | +22.7% | 2,955 | +21.6% | 0.01% | +16.7% |
| IBDO | ISHARES TRibonds dec23 etf | $277,692 | +0.3% | 10,950 | 0.0% | 0.01% | +16.7% | |
| VIAC | PARAMOUNT GLOBAL | $290,250 | -18.9% | 22,500 | 0.0% | 0.01% | -12.5% | |
| EFX | EQUIFAX INC | $314,337 | -22.2% | 1,716 | 0.0% | 0.01% | -22.2% | |
| VMC | Buy | VULCAN MATLS CO | $283,637 | +39.8% | 1,404 | +56.0% | 0.01% | +40.0% |
| MTB | Buy | M & T BK CORP | $279,076 | +2.9% | 2,207 | +0.7% | 0.01% | +16.7% |
| WTS | WATTS WATER TECHNOLOGIES INCcl a | $311,595 | -5.9% | 1,803 | 0.0% | 0.01% | 0.0% | |
| NOW | Sell | SERVICENOW INC | $317,490 | -4.6% | 568 | -4.1% | 0.01% | 0.0% |
| PNC | PNC FINL SVCS GROUP INC | $315,888 | -2.5% | 2,573 | 0.0% | 0.01% | 0.0% | |
| OSK | OSHKOSH CORP | $282,569 | +10.2% | 2,961 | 0.0% | 0.01% | +16.7% | |
| FYX | Sell | FIRST TR SML CP CORE ALPHA F | $285,532 | -19.0% | 3,540 | -17.3% | 0.01% | -12.5% |
| MSI | Buy | MOTOROLA SOLUTIONS INC | $278,231 | +1405.8% | 1,022 | +1522.2% | 0.01% | – |
| TOL | Sell | TOLL BROTHERS INC | $300,278 | -8.7% | 4,060 | -2.4% | 0.01% | 0.0% |
| GWW | Sell | GRAINGER W W INC | $282,963 | -35.1% | 409 | -26.0% | 0.01% | -30.0% |
| AZN | Buy | ASTRAZENECA PLCsponsored adr | $313,341 | +85.6% | 4,627 | +96.1% | 0.01% | +75.0% |
| F | Sell | FORD MTR CO DEL | $244,020 | -22.6% | 19,647 | -5.8% | 0.01% | -14.3% |
| IYW | ISHARES TRu.s. tech etf | $236,070 | -3.6% | 2,250 | 0.0% | 0.01% | +20.0% | |
| VB | Buy | VANGUARD INDEX FDSsmall cp etf | $266,401 | -3.7% | 1,409 | +1.3% | 0.01% | 0.0% |
| K | Buy | KELLANOVA | $247,027 | -4.9% | 4,151 | +7.7% | 0.01% | 0.0% |
| JKHY | Buy | HENRY JACK & ASSOC INC | $244,243 | +10.5% | 1,616 | +22.3% | 0.01% | +20.0% |
| ETR | Sell | ENTERGY CORP NEW | $242,350 | -14.1% | 2,620 | -9.6% | 0.01% | 0.0% |
| PYPL | Buy | PAYPAL HLDGS INC | $268,040 | -7.9% | 4,585 | +5.2% | 0.01% | -14.3% |
| EME | EMCOR GROUP INC | $266,775 | +13.9% | 1,268 | 0.0% | 0.01% | +20.0% | |
| VDC | VANGUARD WORLD FDSconsum stp etf | $269,439 | -6.1% | 1,475 | 0.0% | 0.01% | 0.0% | |
| DIA | New | SPDR DOW JONES INDL AVERAGEut ser 1 | $241,164 | – | 720 | +100.0% | 0.01% | – |
| SHELL PLCspon ads | $263,444 | +6.6% | 4,092 | 0.0% | 0.01% | 0.0% | ||
| SAP | SAP SEspon adr | $244,674 | -5.5% | 1,892 | 0.0% | 0.01% | 0.0% | |
| SPDW | SPDR INDEX SHS FDSportfolio devlpd | $240,762 | -4.7% | 7,764 | 0.0% | 0.01% | 0.0% | |
| OKE | Buy | ONEOK INC NEW | $259,302 | +2900.8% | 4,088 | +2820.0% | 0.01% | – |
| DGRO | ISHARES TRcore div grwth | $268,823 | -3.9% | 5,427 | 0.0% | 0.01% | 0.0% | |
| BWX | SPDR SER TRbloomberg intl t | $241,733 | -5.8% | 11,381 | 0.0% | 0.01% | 0.0% | |
| WMB | Sell | WILLIAMS COS INC | $267,170 | +1.4% | 7,930 | -1.8% | 0.01% | 0.0% |
| WY | Sell | WEYERHAEUSER CO MTN BE | $265,148 | -11.1% | 8,648 | -2.9% | 0.01% | -14.3% |
| PSTG | PURE STORAGE INCcl a | $267,150 | -3.3% | 7,500 | 0.0% | 0.01% | 0.0% | |
| STE | Buy | STERIS PLC | $236,097 | +165.7% | 1,076 | +172.4% | 0.01% | +200.0% |
| AOR | ISHARES TRgrwt allocat etf | $239,886 | -4.0% | 4,855 | 0.0% | 0.01% | 0.0% | |
| XLU | SELECT SECTOR SPDR TRsbi int-utils | $268,250 | -9.9% | 4,552 | 0.0% | 0.01% | -14.3% | |
| ALLE | ALLEGION PLC | $207,150 | -13.2% | 1,988 | 0.0% | 0.01% | 0.0% | |
| IWD | ISHARES TRrus 1000 val etf | $201,769 | -3.8% | 1,329 | 0.0% | 0.01% | 0.0% | |
| TSCO | TRACTOR SUPPLY CO | $203,863 | -8.2% | 1,004 | 0.0% | 0.01% | 0.0% | |
| IWF | ISHARES TRrus 1000 grw etf | $233,008 | -3.3% | 876 | 0.0% | 0.01% | 0.0% | |
| FBHS | Buy | FORTUNE BRANDS INNOVATIONS I | $212,622 | +64.6% | 3,421 | +90.5% | 0.01% | +66.7% |
| OKTA | Sell | OKTA INCcl a | $199,700 | +16.2% | 2,450 | -1.1% | 0.01% | +25.0% |
| FNX | Sell | FIRST TR MID CAP CORE ALPHAD | $209,436 | -21.6% | 2,274 | -18.0% | 0.01% | -16.7% |
| CCI | Buy | CROWN CASTLE INC | $211,486 | -16.0% | 2,298 | +4.0% | 0.01% | -16.7% |
| BKNG | BOOKING HOLDINGS INC | $218,961 | +14.2% | 71 | 0.0% | 0.01% | +25.0% | |
| L | LOEWS CORP | $227,916 | +6.6% | 3,600 | 0.0% | 0.01% | 0.0% | |
| HIG | HARTFORD FINL SVCS GROUP INC | $216,772 | -1.5% | 3,057 | 0.0% | 0.01% | 0.0% | |
| BUI | BLACKROCK UTILS INFRASTRUCTU | $198,300 | -10.0% | 10,000 | 0.0% | 0.01% | 0.0% | |
| WPC | WP CAREY INC | $220,971 | -20.0% | 4,086 | 0.0% | 0.01% | -16.7% | |
| TDY | Sell | TELEDYNE TECHNOLOGIES INC | $194,485 | -11.2% | 476 | -10.7% | 0.01% | 0.0% |
| VRTS | VIRTUS INVT PARTNERS INC | $201,990 | +2.3% | 1,000 | 0.0% | 0.01% | +25.0% | |
| UTF | COHEN & STEERS INFRASTRUCTUR | $195,800 | -17.1% | 10,000 | 0.0% | 0.01% | 0.0% | |
| EGP | EASTGROUP PPTYS INC | $216,489 | -4.1% | 1,300 | 0.0% | 0.01% | 0.0% | |
| HYG | ISHARES TRiboxx hi yd etf | $210,471 | -1.8% | 2,855 | 0.0% | 0.01% | 0.0% | |
| LCII | LCI INDS | $193,743 | -7.1% | 1,650 | 0.0% | 0.01% | 0.0% | |
| STWD | STARWOOD PPTY TR INC | $193,500 | -0.3% | 10,000 | 0.0% | 0.01% | +25.0% | |
| KR | KROGER CO | $203,971 | -4.8% | 4,558 | 0.0% | 0.01% | 0.0% | |
| NLOK | GEN DIGITAL INC | $228,072 | -4.7% | 12,900 | 0.0% | 0.01% | 0.0% | |
| SXT | Buy | SENSIENT TECHNOLOGIES CORP | $163,744 | +43.9% | 2,800 | +75.0% | 0.00% | +33.3% |
| Buy | BLACKSTONE SECD LENDING FD | $181,944 | +150.9% | 6,650 | +150.9% | 0.00% | +100.0% | |
| MCHP | MICROCHIP TECHNOLOGY INC. | $172,959 | -12.9% | 2,216 | 0.0% | 0.00% | 0.0% | |
| MORN | MORNINGSTAR INC | $187,392 | +19.5% | 800 | 0.0% | 0.00% | 0.0% | |
| RJF | Sell | RAYMOND JAMES FINL INC | $170,731 | -8.6% | 1,700 | -5.6% | 0.00% | 0.0% |
| PEG | PUBLIC SVC ENTERPRISE GRP IN | $177,730 | -9.1% | 3,123 | 0.0% | 0.00% | 0.0% | |
| GOLF | Sell | ACUSHNET HLDGS CORP | $150,846 | -6.3% | 2,844 | -3.4% | 0.00% | 0.0% |
| PKI | Buy | REVVITY INC | $180,331 | +42.3% | 1,629 | +52.7% | 0.00% | +33.3% |
| BROOKFIELD CORPcl a ltd vt sh | $162,604 | -7.1% | 5,200 | 0.0% | 0.00% | 0.0% | ||
| CME | Sell | CME GROUP INC | $181,808 | -2.6% | 908 | -9.9% | 0.00% | 0.0% |
| A | AGILENT TECHNOLOGIES INC | $165,830 | -7.0% | 1,483 | 0.0% | 0.00% | 0.0% | |
| AKAM | AKAMAI TECHNOLOGIES INC | $177,390 | +18.5% | 1,665 | 0.0% | 0.00% | +33.3% | |
| CHTR | Buy | CHARTER COMMUNICATIONS INC Ncl a | $186,485 | +38.7% | 424 | +15.8% | 0.00% | +33.3% |
| C | Sell | CITIGROUP INC | $190,103 | -13.8% | 4,622 | -3.5% | 0.00% | -20.0% |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIOcl a | $172,737 | +3.8% | 2,550 | 0.0% | 0.00% | 0.0% | |
| VTRS | Sell | VIATRIS INC | $156,775 | -1.5% | 15,900 | -0.3% | 0.00% | 0.0% |
| VUG | Sell | VANGUARD INDEX FDSgrowth etf | $189,801 | -25.7% | 697 | -22.8% | 0.00% | -33.3% |
| VBK | Buy | VANGUARD INDEX FDSsml cp grw etf | $182,697 | -1.6% | 853 | +5.6% | 0.00% | 0.0% |
| ET | ENERGY TRANSFER L P | $188,592 | +10.5% | 13,442 | 0.0% | 0.00% | 0.0% | |
| EQIX | EQUINIX INC | $172,124 | -7.4% | 237 | 0.0% | 0.00% | 0.0% | |
| EQNR | Buy | EQUINOR ASAsponsored adr | $173,558 | +55.7% | 5,293 | +38.7% | 0.00% | +33.3% |
| ES | EVERSOURCE ENERGY | $150,900 | -18.0% | 2,595 | 0.0% | 0.00% | 0.0% | |
| EXPD | Sell | EXPEDITORS INTL WASH INC | $177,906 | -34.9% | 1,552 | -31.2% | 0.00% | -33.3% |
| FCN | FTI CONSULTING INC | $166,992 | -6.2% | 936 | 0.0% | 0.00% | 0.0% | |
| VXUS | Buy | VANGUARD STAR FDSvg tl intl stk f | $171,158 | +380.6% | 3,198 | +403.6% | 0.00% | +300.0% |
| OUNZ | VANECK MERK GOLD TRgold trust | $151,690 | -3.8% | 8,479 | 0.0% | 0.00% | 0.0% | |
| FEX | FIRST TR LRGE CP CORE ALPHA | $176,798 | -3.5% | 2,180 | 0.0% | 0.00% | 0.0% | |
| GPN | GLOBAL PMTS INC | $173,085 | +17.1% | 1,500 | 0.0% | 0.00% | +33.3% | |
| GL | GLOBE LIFE INC | $185,820 | -0.8% | 1,709 | 0.0% | 0.00% | 0.0% | |
| TKR | Sell | TIMKEN CO | $158,004 | -34.9% | 2,150 | -18.9% | 0.00% | -20.0% |
| HIW | HIGHWOODS PPTYS INC | $158,697 | -13.8% | 7,700 | 0.0% | 0.00% | 0.0% | |
| SPH | SUBURBAN PROPANE PARTNERS Lunit ltd partn | $160,500 | +8.4% | 10,000 | 0.0% | 0.00% | +33.3% | |
| PRFZ | Buy | INVESCO EXCHANGE TRADED FD Tftse rafi 1500 | $155,878 | -4.0% | 4,725 | +400.0% | 0.00% | 0.0% |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATIcl a | $183,311 | -20.0% | 775 | 0.0% | 0.00% | -20.0% | |
| YUM | Buy | YUM BRANDS INC | $157,175 | +32.2% | 1,258 | +46.6% | 0.00% | +33.3% |
| IVE | ISHARES TRs&p 500 val etf | $183,224 | -4.6% | 1,191 | 0.0% | 0.00% | 0.0% | |
| IBB | Sell | ISHARES TRishares biotech | $165,034 | -5.4% | 1,350 | -1.8% | 0.00% | 0.0% |
| BCPC | BALCHEM CORP | $189,161 | -8.0% | 1,525 | 0.0% | 0.00% | -20.0% | |
| IWN | ISHARES TRrus 2000 val etf | $176,080 | -3.7% | 1,299 | 0.0% | 0.00% | 0.0% | |
| IJJ | ISHARES TRs&p mc 400vl etf | $153,313 | -5.8% | 1,519 | 0.0% | 0.00% | 0.0% | |
| ACWX | ISHARES TRmsci acwi ex us | $189,921 | -4.5% | 4,040 | 0.0% | 0.00% | 0.0% | |
| QUAL | Buy | ISHARES TRmsci usa qlt fct | $180,948 | +14.9% | 1,373 | +17.6% | 0.00% | 0.0% |
| XLI | Sell | SELECT SECTOR SPDR TRindl | $179,342 | -12.9% | 1,769 | -7.8% | 0.00% | -20.0% |
| SUSB | ISHARES TResg awre 1 5 yr | $152,128 | -0.6% | 6,400 | 0.0% | 0.00% | +33.3% | |
| SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $151,267 | +29.4% | 2,989 | +33.9% | 0.00% | +33.3% |
| JACOBS SOLUTIONS INC | $157,794 | +14.8% | 1,156 | 0.0% | 0.00% | +33.3% | ||
| JEF | JEFFERIES FINL GROUP INC | $180,403 | +10.4% | 4,925 | 0.0% | 0.00% | 0.0% | |
| KHC | Sell | KRAFT HEINZ CO | $185,795 | -8.7% | 5,523 | -3.7% | 0.00% | -20.0% |
| BBY | Sell | BEST BUY INC | $175,412 | -21.5% | 2,525 | -7.3% | 0.00% | -20.0% |
| ARE | Buy | ALEXANDRIA REAL ESTATE EQ IN | $145,145 | +2.3% | 1,450 | +16.0% | 0.00% | 0.0% |
| HPE | Buy | HEWLETT PACKARD ENTERPRISE C | $141,757 | +30.2% | 8,161 | +26.0% | 0.00% | +50.0% |
| ALRM | ALARM COM HLDGS INC | $111,887 | +18.3% | 1,830 | 0.0% | 0.00% | +50.0% | |
| IJS | ISHARES TRsp smcp600vl etf | $106,886 | -6.2% | 1,198 | 0.0% | 0.00% | 0.0% | |
| IJT | ISHARES TRs&p sml 600 gwt | $120,758 | -4.6% | 1,101 | 0.0% | 0.00% | 0.0% | |
| Sell | WARNER BROS DISCOVERY INC | $117,116 | -24.2% | 10,784 | -12.4% | 0.00% | 0.0% | |
| EBAY | EBAY INC. | $123,673 | -1.3% | 2,805 | 0.0% | 0.00% | 0.0% | |
| EL | Buy | LAUDER ESTEE COS INCcl a | $134,866 | -19.6% | 933 | +9.3% | 0.00% | -25.0% |
| THG | Buy | HANOVER INS GROUP INC | $143,717 | -1.5% | 1,295 | +0.3% | 0.00% | 0.0% |
| RDN | RADIAN GROUP INC | $125,550 | -0.7% | 5,000 | 0.0% | 0.00% | 0.0% | |
| BOH | BANK HAWAII CORP | $125,816 | +20.5% | 2,532 | 0.0% | 0.00% | +50.0% | |
| KBE | SPDR SER TRs&p bk etf | $147,400 | +2.4% | 4,000 | 0.0% | 0.00% | 0.0% | |
| SSD | Sell | SIMPSON MFG INC | $133,781 | +0.4% | 893 | -7.2% | 0.00% | 0.0% |
| AEE | Sell | AMEREN CORP | $109,177 | -14.3% | 1,459 | -6.4% | 0.00% | 0.0% |
| PEN | PENUMBRA INC | $120,955 | -29.7% | 500 | 0.0% | 0.00% | -25.0% | |
| PENN | Sell | PENN ENTERTAINMENT INC | $112,455 | -20.0% | 4,900 | -16.2% | 0.00% | 0.0% |
| VONG | VANGUARD SCOTTSDALE FDSvng rus1000grw | $127,641 | -3.3% | 1,865 | 0.0% | 0.00% | 0.0% | |
| FCX | Buy | FREEPORT-MCMORAN INCcl b | $117,539 | -0.5% | 3,152 | +6.8% | 0.00% | 0.0% |
| DXCM | Buy | DEXCOM INC | $138,084 | -21.2% | 1,480 | +8.5% | 0.00% | -25.0% |
| SRPT | SAREPTA THERAPEUTICS INC | $121,220 | +5.9% | 1,000 | 0.0% | 0.00% | 0.0% | |
| BR | Sell | BROADRIDGE FINL SOLUTIONS IN | $134,832 | -28.8% | 753 | -34.1% | 0.00% | -25.0% |
| IJK | ISHARES TRs&p mc 400gr etf | $123,675 | -3.7% | 1,712 | 0.0% | 0.00% | 0.0% | |
| SRE | Buy | SEMPRA | $145,857 | -6.5% | 2,144 | +100.0% | 0.00% | -25.0% |
| AGO | ASSURED GUARANTY LTD | $121,040 | +8.5% | 2,000 | 0.0% | 0.00% | 0.0% | |
| DTE | DTE ENERGY CO | $146,935 | -9.8% | 1,480 | 0.0% | 0.00% | -25.0% | |
| CW | CURTISS WRIGHT CORP | $124,421 | +6.5% | 636 | 0.0% | 0.00% | 0.0% | |
| OGE | OGE ENERGY CORP | $110,323 | -7.2% | 3,310 | 0.0% | 0.00% | 0.0% | |
| ANSS | ANSYS INC | $116,938 | -9.9% | 393 | 0.0% | 0.00% | 0.0% | |
| NTRS | Buy | NORTHERN TR CORP | $135,486 | -3.8% | 1,950 | +2.6% | 0.00% | 0.0% |
| GS | GOLDMAN SACHS GROUP INC | $113,808 | +0.3% | 352 | 0.0% | 0.00% | 0.0% | |
| NDSN | NORDSON CORP | $114,264 | -10.1% | 512 | 0.0% | 0.00% | 0.0% | |
| NI | NISOURCE INC | $107,679 | -9.8% | 4,363 | 0.0% | 0.00% | 0.0% | |
| TTE | TOTALENERGIES SEsponsored ads | $113,437 | +14.1% | 1,725 | 0.0% | 0.00% | +50.0% | |
| ARCC | ARES CAPITAL CORP | $123,849 | +3.6% | 6,361 | 0.0% | 0.00% | 0.0% | |
| ADSK | Sell | AUTODESK INC | $111,525 | -1.3% | 539 | -2.4% | 0.00% | 0.0% |
| MGK | VANGUARD WORLD FDmega grwth ind | $146,578 | -3.6% | 646 | 0.0% | 0.00% | 0.0% | |
| TSN | Buy | TYSON FOODS INCcl a | $114,614 | +152.3% | 2,270 | +155.1% | 0.00% | +200.0% |
| BWA | BORGWARNER INC | $132,253 | -17.5% | 3,276 | 0.0% | 0.00% | -25.0% | |
| AJG | GALLAGHER ARTHUR J & CO | $142,229 | +3.8% | 624 | 0.0% | 0.00% | 0.0% | |
| IEMG | Buy | ISHARES INCcore msci emkt | $138,773 | +5.2% | 2,916 | +8.9% | 0.00% | 0.0% |
| ED | CONSOLIDATED EDISON INC | $146,342 | -5.4% | 1,711 | 0.0% | 0.00% | 0.0% | |
| USB | Sell | US BANCORP DEL | $113,529 | -16.9% | 3,434 | -16.9% | 0.00% | 0.0% |
| INDB | INDEPENDENT BK CORP MASS | $122,725 | +10.3% | 2,500 | 0.0% | 0.00% | +50.0% | |
| SIRI | SIRIUS XM HOLDINGS INC | $113,000 | -0.2% | 25,000 | 0.0% | 0.00% | 0.0% | |
| BLL | BALL CORP | $111,010 | -14.5% | 2,230 | 0.0% | 0.00% | 0.0% | |
| IRMD | IRADIMED CORP | $111,192 | -7.1% | 2,506 | 0.0% | 0.00% | 0.0% | |
| EQR | EQUITY RESIDENTIALsh ben int | $127,812 | -11.0% | 2,177 | 0.0% | 0.00% | 0.0% | |
| BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $142,081 | +4.3% | 1,638 | +0.2% | 0.00% | 0.0% |
| HUM | HUMANA INC | $134,767 | +8.8% | 277 | 0.0% | 0.00% | 0.0% | |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $64,832 | -21.0% | 490 | 0.0% | 0.00% | 0.0% | |
| PRI | PRIMERICA INC | $102,438 | -1.9% | 528 | 0.0% | 0.00% | 0.0% | |
| PRU | Buy | PRUDENTIAL FINL INC | $66,804 | +11.5% | 704 | +3.7% | 0.00% | +100.0% |
| OXY | Sell | OCCIDENTAL PETE CORP | $94,076 | +5.4% | 1,450 | -4.5% | 0.00% | 0.0% |
| ORLY | Buy | OREILLY AUTOMOTIVE INC | $76,345 | +94.9% | 84 | +104.9% | 0.00% | +100.0% |
| PSA | PUBLIC STORAGE | $94,868 | -9.7% | 360 | 0.0% | 0.00% | 0.0% | |
| BIIB | Buy | BIOGEN INC | $64,253 | +351.1% | 250 | +400.0% | 0.00% | – |
| NAVI | NAVIENT CORPORATION | $81,365 | -7.3% | 4,725 | 0.0% | 0.00% | 0.0% | |
| ATO | ATMOS ENERGY CORP | $74,151 | -8.9% | 700 | 0.0% | 0.00% | 0.0% | |
| IP | Buy | INTERNATIONAL PAPER CO | $86,902 | +24.2% | 2,450 | +11.4% | 0.00% | 0.0% |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $104,301 | -14.3% | 1,530 | 0.0% | 0.00% | -33.3% | |
| YUMC | Buy | YUM CHINA HLDGS INC | $67,867 | +40.0% | 1,218 | +42.0% | 0.00% | +100.0% |
| ICE | INTERCONTINENTAL EXCHANGE IN | $84,716 | -2.7% | 770 | 0.0% | 0.00% | 0.0% | |
| SMCI | SUPER MICRO COMPUTER INC | $79,799 | +10.0% | 291 | 0.0% | 0.00% | 0.0% | |
| IOSP | INNOSPEC INC | $92,900 | +1.8% | 909 | 0.0% | 0.00% | 0.0% | |
| IPGP | Sell | IPG PHOTONICS CORP | $73,617 | -34.3% | 725 | -12.1% | 0.00% | -33.3% |
| IDT | IDT CORPcl b new | $65,048 | -14.7% | 2,950 | 0.0% | 0.00% | 0.0% | |
| IQV | IQVIA HLDGS INC | $80,274 | -12.5% | 408 | 0.0% | 0.00% | 0.0% | |
| SGU | STAR GROUP L Punit ltd partnr | $72,180 | -11.9% | 6,000 | 0.0% | 0.00% | 0.0% | |
| WBA | Sell | WALGREENS BOOTS ALLIANCE INC | $100,414 | -39.5% | 4,515 | -22.6% | 0.00% | -50.0% |
| TER | TERADYNE INC | $67,209 | -9.8% | 669 | 0.0% | 0.00% | 0.0% | |
| NFG | NATIONAL FUEL GAS CO | $88,247 | +1.1% | 1,700 | 0.0% | 0.00% | 0.0% | |
| SPLK | SPLUNK INC | $65,082 | +37.9% | 445 | 0.0% | 0.00% | +100.0% | |
| ASGN | ASGN INC | $76,371 | +8.0% | 935 | 0.0% | 0.00% | 0.0% | |
| ACGL | Sell | ARCH CAP GROUP LTDord | $95,652 | -14.8% | 1,200 | -20.0% | 0.00% | -33.3% |
| TTC | TORO CO | $88,751 | -18.2% | 1,068 | 0.0% | 0.00% | 0.0% | |
| YETI | YETI HLDGS INC | $79,563 | +24.2% | 1,650 | 0.0% | 0.00% | +100.0% | |
| ATR | APTARGROUP INC | $95,781 | +7.9% | 766 | 0.0% | 0.00% | 0.0% | |
| BIDU | BAIDU INCspon adr rep a | $91,896 | -1.9% | 684 | 0.0% | 0.00% | 0.0% | |
| DFJ | WISDOMTREE TRjp smallcp div | $68,960 | +3.5% | 1,000 | 0.0% | 0.00% | +100.0% | |
| WWD | WOODWARD INC | $89,716 | +4.5% | 722 | 0.0% | 0.00% | 0.0% | |
| New | LIBERTY MEDIA CORP DEL | $67,970 | – | 1,091 | +100.0% | 0.00% | – | |
| FAF | Sell | FIRST AMERN FINL CORP | $79,086 | -27.0% | 1,400 | -26.3% | 0.00% | 0.0% |
| SMH | VANECK ETF TRUSTsemiconductr etf | $75,390 | -4.8% | 520 | 0.0% | 0.00% | 0.0% | |
| VOOG | VANGUARD ADMIRAL FDS INC500 grth idx f | $90,591 | -2.9% | 367 | 0.0% | 0.00% | 0.0% | |
| EXC | EXELON CORP | $82,836 | -7.2% | 2,192 | 0.0% | 0.00% | 0.0% | |
| MANH | MANHATTAN ASSOCIATES INC | $102,784 | -1.1% | 520 | 0.0% | 0.00% | 0.0% | |
| Sell | ESAB CORPORATION | $84,200 | +5.5% | 1,199 | -0.1% | 0.00% | 0.0% | |
| SVC | Buy | SERVICE PPTYS TR | $98,817 | -7.2% | 12,850 | +4.9% | 0.00% | 0.0% |
| ASA | Sell | ASA GOLD AND PRECIOUS MTLS L | $66,650 | -36.0% | 5,000 | -28.6% | 0.00% | 0.0% |
| BHP | Buy | BHP GROUP LTDsponsored ads | $105,400 | +3.7% | 1,853 | +8.8% | 0.00% | 0.0% |
| Buy | DRAFTKINGS INC NEW | $93,178 | +42.3% | 3,165 | +28.4% | 0.00% | +100.0% | |
| DFAS | DIMENSIONAL ETF TRUSTus small cap etf | $80,940 | -4.2% | 1,542 | 0.0% | 0.00% | 0.0% | |
| KRE | SPDR SER TRs&p regl bkg | $96,071 | +2.3% | 2,300 | 0.0% | 0.00% | 0.0% | |
| DELL | Buy | DELL TECHNOLOGIES INCcl c | $84,747 | +123.7% | 1,230 | +75.7% | 0.00% | +100.0% |
| VTV | VANGUARD INDEX FDSvalue etf | $67,586 | -2.9% | 490 | 0.0% | 0.00% | 0.0% | |
| CRWD | Buy | CROWDSTRIKE HLDGS INCcl a | $100,428 | +127.9% | 600 | +100.0% | 0.00% | +100.0% |
| GLW | Sell | CORNING INC | $100,826 | -35.0% | 3,309 | -25.3% | 0.00% | -33.3% |
| SLM | SLM CORP | $64,355 | -16.5% | 4,725 | 0.0% | 0.00% | 0.0% | |
| MGEE | MGE ENERGY INC | $75,636 | -13.4% | 1,104 | 0.0% | 0.00% | 0.0% | |
| LNT | ALLIANT ENERGY CORP | $71,464 | -7.7% | 1,475 | 0.0% | 0.00% | 0.0% | |
| BHB | Sell | BAR HBR BANKSHARES | $79,587 | -15.8% | 3,368 | -12.2% | 0.00% | 0.0% |
| XLP | SELECT SECTOR SPDR TRsbi cons stpls | $76,311 | -7.2% | 1,109 | 0.0% | 0.00% | 0.0% | |
| VRSK | Buy | VERISK ANALYTICS INC | $78,196 | +15.3% | 331 | +10.3% | 0.00% | 0.0% |
| CAG | Buy | CONAGRA BRANDS INC | $78,532 | -4.0% | 2,864 | +18.1% | 0.00% | 0.0% |
| ALGN | Buy | ALIGN TECHNOLOGY INC | $88,543 | -9.0% | 290 | +5.5% | 0.00% | 0.0% |
| MDU | MDU RES GROUP INC | $72,446 | -6.5% | 3,700 | 0.0% | 0.00% | 0.0% | |
| VMW | VMWARE INC | $91,564 | +15.9% | 550 | 0.0% | 0.00% | 0.0% | |
| HWM | Buy | HOWMET AEROSPACE INC | $67,665 | +88.8% | 1,463 | +102.4% | 0.00% | +100.0% |
| XEL | XCEL ENERGY INC | $103,511 | -8.0% | 1,809 | 0.0% | 0.00% | -33.3% | |
| CANADIAN PACIFIC KANSAS CITY | $85,721 | -7.9% | 1,152 | 0.0% | 0.00% | 0.0% | ||
| JPIN | Sell | J P MORGAN EXCHANGE TRADED Fdiv rtn int eq | $101,100 | -53.6% | 2,000 | -52.4% | 0.00% | -60.0% |
| AEM | Sell | AGNICO EAGLE MINES LTD | $79,311 | -16.6% | 1,745 | -8.3% | 0.00% | 0.0% |
| LDOS | LEIDOS HOLDINGS INC | $65,008 | +4.2% | 705 | 0.0% | 0.00% | +100.0% | |
| SCHB | SCHWAB STRATEGIC TRus brd mkt etf | $96,758 | -3.6% | 1,941 | 0.0% | 0.00% | 0.0% | |
| PAYC | PAYCOM SOFTWARE INC | $76,485 | -19.3% | 295 | 0.0% | 0.00% | 0.0% | |
| KMPR | KEMPER CORP | $102,974 | -12.9% | 2,450 | 0.0% | 0.00% | -33.3% | |
| PTC | PTC INC | $70,840 | -0.4% | 500 | 0.0% | 0.00% | 0.0% | |
| ABCM | ABCAM PLCads | $27,586 | -7.5% | 1,219 | 0.0% | 0.00% | 0.0% | |
| ABNB | Buy | AIRBNB INC | $23,326 | +9.0% | 170 | +1.8% | 0.00% | – |
| AB | Buy | ALLIANCEBERNSTEIN HLDG L Punit ltd partn | $30,953 | -3.8% | 1,020 | +2.0% | 0.00% | 0.0% |
| APA | Sell | APA CORPORATION | $33,620 | -48.7% | 818 | -57.3% | 0.00% | 0.0% |
| RCUS | ARCUS BIOSCIENCES INC | $30,515 | -11.6% | 1,700 | 0.0% | 0.00% | 0.0% | |
| APAM | ARTISAN PARTNERS ASSET MGMTcl a | $24,249 | -4.8% | 648 | 0.0% | 0.00% | 0.0% | |
| AVY | AVERY DENNISON CORP | $27,401 | +6.3% | 150 | 0.0% | 0.00% | 0.0% | |
| BL | BLACKLINE INC | $59,631 | +3.1% | 1,075 | 0.0% | 0.00% | 0.0% | |
| BXMT | BLACKSTONE MTG TR INC | $21,750 | +4.5% | 1,000 | 0.0% | 0.00% | – | |
| HRB | New | BLOCK H & R INC | $49,519 | – | 1,150 | +100.0% | 0.00% | – |
| SAM | BOSTON BEER INCcl a | $58,430 | +26.3% | 150 | 0.0% | 0.00% | 0.0% | |
| BCO | New | BRINKS CO | $53,246 | – | 733 | +100.0% | 0.00% | – |
| BTI | BRITISH AMERN TOB PLCsponsored adr | $31,410 | -5.4% | 1,000 | 0.0% | 0.00% | 0.0% | |
| BROOKFIELD ASSET MANAGMT LTD | $43,342 | +2.2% | 1,300 | 0.0% | 0.00% | 0.0% | ||
| BFB | New | BROWN FORMAN CORPcl b | $39,749 | – | 689 | +100.0% | 0.00% | – |
| CSGS | Sell | CSG SYS INTL INC | $43,044 | -33.1% | 842 | -31.0% | 0.00% | 0.0% |
| CWT | CALIFORNIA WTR SVC GROUP | $59,611 | -8.4% | 1,260 | 0.0% | 0.00% | 0.0% | |
| CPT | CAMDEN PPTY TRsh ben int | $44,831 | -13.1% | 474 | 0.0% | 0.00% | 0.0% | |
| GOOS | Buy | CANADA GOOSE HLDGS INC | $36,650 | -6.4% | 2,500 | +13.6% | 0.00% | 0.0% |
| CNQ | CANADIAN NAT RES LTD | $27,809 | +15.0% | 430 | 0.0% | 0.00% | 0.0% | |
| CNP | CENTERPOINT ENERGY INC | $41,618 | -7.9% | 1,550 | 0.0% | 0.00% | 0.0% | |
| CQP | CHENIERE ENERGY PARTNERS LP | $54,190 | +17.4% | 1,000 | 0.0% | 0.00% | 0.0% | |
| LNG | Sell | CHENIERE ENERGY INC | $52,112 | +0.9% | 314 | -7.4% | 0.00% | 0.0% |
| COKE | COCA COLA CONS INC | $31,816 | +0.0% | 50 | 0.0% | 0.00% | 0.0% | |
| RQI | COHEN & STEERS QUALITY INCOM | $33,265 | -12.8% | 3,287 | 0.0% | 0.00% | 0.0% | |
| COIN | Buy | COINBASE GLOBAL INC | $60,890 | +5.3% | 811 | +0.4% | 0.00% | 0.0% |
| CMC | New | COMMERCIAL METALS CO | $24,705 | – | 500 | +100.0% | 0.00% | – |
| COO | COOPER COS INC | $28,687 | -17.1% | 90 | 0.0% | 0.00% | 0.0% | |
| CPRT | Buy | COPART INC | $46,193 | -5.5% | 1,072 | +100.0% | 0.00% | 0.0% |
| CFR | CULLEN FROST BANKERS INC | $36,667 | -15.2% | 402 | 0.0% | 0.00% | 0.0% | |
| DTM | DT MIDSTREAM INC | $26,725 | +6.8% | 505 | 0.0% | 0.00% | 0.0% | |
| DKL | DELEK LOGISTICS PARTNERS LP | $30,135 | -23.1% | 718 | 0.0% | 0.00% | 0.0% | |
| DHIL | DIAMOND HILL INVT GROUP INC | $61,697 | -1.6% | 366 | 0.0% | 0.00% | 0.0% | |
| DLR | DIGITAL RLTY TR INC | $60,510 | +6.3% | 500 | 0.0% | 0.00% | 0.0% | |
| DG | DOLLAR GEN CORP NEW | $24,017 | -37.7% | 227 | 0.0% | 0.00% | 0.0% | |
| DCI | DONALDSON INC | $24,572 | -4.6% | 412 | 0.0% | 0.00% | 0.0% | |
| DMLP | Buy | DORCHESTER MINERALS LP | $44,573 | -0.8% | 1,534 | +2.3% | 0.00% | 0.0% |
| EOG | Buy | EOG RES INC | $30,803 | +39.5% | 243 | +25.9% | 0.00% | – |
| FIVG | ETF SER SOLUTIONSdefiance next | $46,883 | -7.2% | 1,500 | 0.0% | 0.00% | 0.0% | |
| ETG | EATON VANCE TX ADV GLBL DIV | $46,663 | -7.9% | 3,034 | 0.0% | 0.00% | 0.0% | |
| EIX | EDISON INTL | $34,367 | -8.9% | 543 | 0.0% | 0.00% | 0.0% | |
| ESS | ESSEX PPTY TR INC | $38,177 | -9.5% | 180 | 0.0% | 0.00% | 0.0% | |
| EVR | New | EVERCORE INCclass a | $36,126 | – | 262 | +100.0% | 0.00% | – |
| EVRG | EVERGY INC | $50,700 | -13.2% | 1,000 | 0.0% | 0.00% | 0.0% | |
| EXPE | EXPEDIA GROUP INC | $51,535 | -5.8% | 500 | 0.0% | 0.00% | 0.0% | |
| FAST | FASTENAL CO | $21,856 | -7.4% | 400 | 0.0% | 0.00% | 0.0% | |
| FENY | FIDELITY COVINGTON TRUSTmsci energy idx | $24,910 | +12.4% | 1,000 | 0.0% | 0.00% | – | |
| FTEC | Buy | FIDELITY COVINGTON TRUSTmsci info tech i | $47,451 | +12.5% | 386 | +19.5% | 0.00% | 0.0% |
| FIS | Sell | FIDELITY NATL INFORMATION SV | $53,170 | -15.3% | 962 | -16.1% | 0.00% | 0.0% |
| FDN | FIRST TR EXCHANGE-TRADED FDdj internt idx | $41,339 | -2.1% | 259 | 0.0% | 0.00% | 0.0% | |
| FVD | FIRST TR VALUE LINE DIVID IN | $45,691 | -6.7% | 1,222 | 0.0% | 0.00% | 0.0% | |
| FE | FIRSTENERGY CORP | $61,524 | -12.1% | 1,800 | 0.0% | 0.00% | -50.0% | |
| FLO | New | FLOWERS FOODS INC | $30,210 | – | 1,362 | +100.0% | 0.00% | – |
| FLS | FLOWSERVE CORP | $23,862 | +7.1% | 600 | 0.0% | 0.00% | 0.0% | |
| New | FORTREA HLDGS INC | $62,585 | – | 2,189 | +100.0% | 0.00% | – | |
| FCPT | FOUR CORNERS PPTY TR INC | $25,918 | -12.6% | 1,168 | 0.0% | 0.00% | 0.0% | |
| FOXA | FOX CORP | $40,997 | -8.2% | 1,314 | 0.0% | 0.00% | 0.0% | |
| Sell | GSK PLCsponsored adr | $46,002 | -7.6% | 1,269 | -9.2% | 0.00% | 0.0% | |
| AIQ | New | GLOBAL X FDSartificial etf | $48,438 | – | 1,800 | +100.0% | 0.00% | – |
| GH | GUARDANT HEALTH INC | $29,640 | -17.2% | 1,000 | 0.0% | 0.00% | 0.0% | |
| HSBC | HSBC HLDGS PLCspon adr new | $21,940 | -0.4% | 556 | 0.0% | 0.00% | – | |
| PEAK | HEALTHPEAK PROPERTIES INC | $22,032 | -8.7% | 1,200 | 0.0% | 0.00% | 0.0% | |
| HLT | Buy | HILTON WORLDWIDE HLDGS INC | $29,587 | +13.6% | 197 | +10.1% | 0.00% | 0.0% |
| HEP | HOLLY ENERGY PARTNERS L P | $30,525 | +18.7% | 1,390 | 0.0% | 0.00% | 0.0% | |
| HUBS | HUBSPOT INC | $24,625 | -7.4% | 50 | 0.0% | 0.00% | 0.0% | |
| HBAN | Sell | HUNTINGTON BANCSHARES INC | $30,233 | -3.7% | 2,907 | -0.2% | 0.00% | 0.0% |
| ICCC | Sell | IMMUCELL CORP | $30,960 | -50.0% | 6,000 | -50.5% | 0.00% | 0.0% |
| PODD | New | INSULET CORP | $47,847 | – | 300 | +100.0% | 0.00% | – |
| PBW | INVESCO EXCHANGE TRADED FD Twilderhil clan | $62,043 | -21.7% | 1,974 | 0.0% | 0.00% | -50.0% | |
| SPLV | Sell | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $56,380 | -23.7% | 959 | -18.5% | 0.00% | -50.0% |
| RWJ | Buy | INVESCO EXCH TRADED FD TR IIs&p smallcap 600 | $45,671 | -3.7% | 1,254 | +200.0% | 0.00% | 0.0% |
| RWK | INVESCO EXCH TRADED FD TR IIs&p mdcp 400 rev | $38,471 | -2.3% | 410 | 0.0% | 0.00% | 0.0% | |
| RWL | INVESCO EXCH TRADED FD TR IIs&p 500 revenue | $50,010 | -2.3% | 640 | 0.0% | 0.00% | 0.0% | |
| TAN | INVESCO EXCH TRADED FD TR IIsolar etf | $41,432 | -27.5% | 800 | 0.0% | 0.00% | 0.0% | |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $24,450 | -1.5% | 1,305 | 0.0% | 0.00% | 0.0% | |
| IAU | Sell | ISHARES GOLD TRishares new | $26,628 | -4.5% | 761 | -0.7% | 0.00% | 0.0% |
| EWC | ISHARES INCmsci cda etf | $24,761 | -4.4% | 740 | 0.0% | 0.00% | 0.0% | |
| ILF | New | ISHARES TRlatn amer 40 etf | $63,900 | – | 2,500 | +100.0% | 0.00% | – |
| IWS | ISHARES TRrus mdcp val etf | $39,128 | -5.0% | 375 | 0.0% | 0.00% | 0.0% | |
| IGM | New | ISHARES TRexpnd tec sc etf | $47,391 | – | 124 | +100.0% | 0.00% | – |
| ICF | ISHARES TRcohen steer reit | $42,636 | -9.7% | 850 | 0.0% | 0.00% | 0.0% | |
| IYR | ISHARES TRu.s. real es etf | $35,632 | -9.7% | 456 | 0.0% | 0.00% | 0.0% | |
| ICLN | Sell | ISHARES TRgl clean ene etf | $32,749 | -24.4% | 2,240 | -4.8% | 0.00% | 0.0% |
| ACWI | ISHARES TRmsci acwi etf | $30,021 | -3.7% | 325 | 0.0% | 0.00% | 0.0% | |
| EFG | New | ISHARES TReafe grwth etf | $37,972 | – | 440 | +100.0% | 0.00% | – |
| IWY | ISHARES TRrus tp200 gr etf | $55,877 | -3.0% | 363 | 0.0% | 0.00% | 0.0% | |
| ISTB | ISHARES TRcore 1 5 yr usd | $39,145 | -0.6% | 844 | 0.0% | 0.00% | 0.0% | |
| IBDR | New | ISHARES TRibonds dec2026 | $50,171 | – | 2,150 | +100.0% | 0.00% | – |
| ESML | ISHARES TResg aware msci | $44,620 | -5.3% | 1,326 | 0.0% | 0.00% | 0.0% | |
| KEY | KEYCORP | $25,932 | +16.4% | 2,410 | 0.0% | 0.00% | – | |
| KMI | Sell | KINDER MORGAN INC DEL | $31,917 | -36.0% | 1,925 | -33.6% | 0.00% | 0.0% |
| KNIFE RIVER CORP | $45,168 | +12.3% | 925 | 0.0% | 0.00% | 0.0% | ||
| KTB | KONTOOR BRANDS INC | $28,191 | +4.3% | 642 | 0.0% | 0.00% | 0.0% | |
| Sell | KYNDRYL HLDGS INC | $42,537 | -5.1% | 2,817 | -16.6% | 0.00% | 0.0% | |
| LBAI | Sell | LAKELAND BANCORP INC | $37,860 | -43.5% | 3,000 | -40.0% | 0.00% | -50.0% |
| LW | Sell | LAMB WESTON HLDGS INC | $62,411 | -41.3% | 675 | -27.0% | 0.00% | -50.0% |
| LIBERTY MEDIA CORP DELdeb 4.000%11/1 | $28,821 | +8.0% | 110,000 | 0.0% | 0.00% | 0.0% | ||
| LNC | LINCOLN NATL CORP IND | $22,123 | -4.2% | 896 | 0.0% | 0.00% | 0.0% | |
| LAC | LITHIUM AMERS CORP NEW | $38,664 | -15.8% | 2,273 | 0.0% | 0.00% | 0.0% | |
| MPLX | MPLX LP | $55,596 | +4.8% | 1,563 | 0.0% | 0.00% | 0.0% | |
| MFC | Buy | MANULIFE FINL CORP | $43,507 | +666.9% | 2,380 | +693.3% | 0.00% | – |
| MKTX | MARKETAXESS HLDGS INC | $23,501 | -18.3% | 110 | 0.0% | 0.00% | 0.0% | |
| MRVL | MARVELL TECHNOLOGY INC | $52,758 | -9.5% | 975 | 0.0% | 0.00% | 0.0% | |
| Buy | MASTERBRAND INC | $36,147 | +77.6% | 2,975 | +70.0% | 0.00% | – | |
| MELI | MERCADOLIBRE INC | $32,965 | +7.0% | 26 | 0.0% | 0.00% | 0.0% | |
| MET | METLIFE INC | $59,639 | +11.3% | 948 | 0.0% | 0.00% | 0.0% | |
| MRNA | Buy | MODERNA INC | $39,767 | -14.5% | 385 | +0.5% | 0.00% | 0.0% |
| MC | MOELIS & COcl a | $42,017 | -0.5% | 931 | 0.0% | 0.00% | 0.0% | |
| TAP | Sell | MOLSON COORS BEVERAGE COcl b | $53,416 | -39.8% | 840 | -37.6% | 0.00% | -50.0% |
| NSA | NATIONAL STORAGE AFFILIATES | $31,010 | -8.9% | 977 | 0.0% | 0.00% | 0.0% | |
| Buy | NEW FOUND GOLD CORP | $29,190 | +105.8% | 7,000 | +144.3% | 0.00% | – | |
| NYCB | Buy | NEW YORK CMNTY BANCORP INC | $57,518 | +2.3% | 5,072 | +1.4% | 0.00% | 0.0% |
| ON | Buy | ON SEMICONDUCTOR CORP | $37,180 | +31.0% | 400 | +33.3% | 0.00% | 0.0% |
| OGN | Sell | ORGANON & CO | $54,235 | -27.3% | 3,124 | -12.9% | 0.00% | -50.0% |
| PCG | PG&E CORP | $26,212 | -6.7% | 1,625 | 0.0% | 0.00% | 0.0% | |
| PJT | PJT PARTNERS INC | $40,594 | +14.1% | 511 | 0.0% | 0.00% | 0.0% | |
| PPL | Sell | PPL CORP | $39,699 | -12.0% | 1,685 | -1.2% | 0.00% | 0.0% |
| PNW | PINNACLE WEST CAP CORP | $29,030 | -9.6% | 394 | 0.0% | 0.00% | 0.0% | |
| POOL | POOL CORP | $53,415 | -4.9% | 150 | 0.0% | 0.00% | 0.0% | |
| POR | PORTLAND GEN ELEC CO | $40,480 | -13.6% | 1,000 | 0.0% | 0.00% | 0.0% | |
| PGR | Sell | PROGRESSIVE CORP | $44,855 | -1.5% | 322 | -6.4% | 0.00% | 0.0% |
| PLD | Buy | PROLOGIS INC. | $44,324 | +6.3% | 395 | +16.2% | 0.00% | 0.0% |
| KWR | QUAKER HOUGHTON | $45,120 | -17.9% | 282 | 0.0% | 0.00% | 0.0% | |
| PWR | QUANTA SVCS INC | $42,652 | -4.8% | 228 | 0.0% | 0.00% | 0.0% | |
| RLI | RLI CORP | $49,057 | -0.4% | 361 | 0.0% | 0.00% | 0.0% | |
| ROLL | RBC BEARINGS INC | $59,938 | +7.7% | 256 | 0.0% | 0.00% | 0.0% | |
| O | Sell | REALTY INCOME CORP | $59,429 | -26.2% | 1,190 | -11.6% | 0.00% | -50.0% |
| RF | Buy | REGIONS FINANCIAL CORP NEW | $36,120 | +1926.9% | 2,100 | +2000.0% | 0.00% | – |
| RMD | RESMED INC | $29,574 | -32.3% | 200 | 0.0% | 0.00% | 0.0% | |
| RY | Sell | ROYAL BK CDA | $35,151 | -62.3% | 402 | -58.8% | 0.00% | -50.0% |
| SLYG | SPDR SER TRs&p 600 smcp grw | $32,239 | -4.8% | 440 | 0.0% | 0.00% | 0.0% | |
| XAR | SPDR SER TRaerospace def | $41,702 | -7.8% | 372 | 0.0% | 0.00% | 0.0% | |
| XBI | SPDR SER TRs&p biotech | $29,208 | -12.2% | 400 | 0.0% | 0.00% | 0.0% | |
| HSIC | HENRY SCHEIN INC | $35,269 | -8.4% | 475 | 0.0% | 0.00% | 0.0% | |
| SCHG | New | SCHWAB STRATEGIC TRus lcap gr etf | $36,645 | – | 504 | +100.0% | 0.00% | – |
| SCHM | Sell | SCHWAB STRATEGIC TRus mid-cap etf | $47,062 | -33.8% | 695 | -30.5% | 0.00% | -50.0% |
| SCHA | Buy | SCHWAB STRATEGIC TRus sml cap etf | $28,166 | +48.0% | 680 | +56.7% | 0.00% | – |
| SCHE | Sell | SCHWAB STRATEGIC TRemrg mkteq etf | $47,354 | -3.5% | 1,978 | -0.8% | 0.00% | 0.0% |
| SAIC | Buy | SCIENCE APPLICATIONS INTL CO | $36,805 | -5.9% | 349 | +0.3% | 0.00% | 0.0% |
| SMG | Buy | SCOTTS MIRACLE-GRO COcl a | $28,424 | +0.8% | 550 | +22.2% | 0.00% | 0.0% |
| SE | SEA LTDsponsord ads | $35,160 | -24.3% | 800 | 0.0% | 0.00% | 0.0% | |
| XLV | SELECT SECTOR SPDR TRsbi healthcare | $33,087 | -3.0% | 257 | 0.0% | 0.00% | 0.0% | |
| SAMG | SILVERCREST ASSET MGMT GROUPcl a | $26,979 | -21.6% | 1,700 | 0.0% | 0.00% | 0.0% | |
| SJM | Sell | SMUCKER J M CO | $37,365 | -18.4% | 304 | -1.9% | 0.00% | 0.0% |
| PHYS | SPROTT PHYSICAL GOLD TRunit | $23,686 | -4.0% | 1,654 | 0.0% | 0.00% | 0.0% | |
| STAG | STAG INDL INC | $34,510 | -3.8% | 1,000 | 0.0% | 0.00% | 0.0% | |
| SWK | New | STANLEY BLACK & DECKER INC | $50,148 | – | 600 | +100.0% | 0.00% | – |
| SLF | SUN LIFE FINANCIAL INC. | $36,210 | -6.4% | 742 | 0.0% | 0.00% | 0.0% | |
| SU | SUNCOR ENERGY INC NEW | $26,989 | +17.3% | 785 | 0.0% | 0.00% | 0.0% | |
| TRGP | TARGA RES CORP | $61,033 | +12.6% | 712 | 0.0% | 0.00% | 0.0% | |
| TELL | TELLURIAN INC NEW | $43,529 | -17.7% | 37,525 | 0.0% | 0.00% | 0.0% | |
| TXT | TEXTRON INC | $51,885 | +15.5% | 664 | 0.0% | 0.00% | 0.0% | |
| THOMSON REUTERS CORP. | $58,714 | -9.4% | 480 | 0.0% | 0.00% | 0.0% | ||
| TACT | TRANSACT TECHNOLOGIES INC | $51,360 | -28.3% | 8,000 | 0.0% | 0.00% | -50.0% | |
| TGS | Buy | TRANSPORTADORA DE GAS SURsponsored ads b | $30,500 | -25.9% | 2,996 | +0.3% | 0.00% | 0.0% |
| TREX | TREX CO INC | $24,652 | -6.0% | 400 | 0.0% | 0.00% | 0.0% | |
| SLCA | U S SILICA HLDGS INC | $40,014 | +15.7% | 2,850 | 0.0% | 0.00% | 0.0% | |
| UBER | UBER TECHNOLOGIES INC | $50,589 | +6.5% | 1,100 | 0.0% | 0.00% | 0.0% | |
| VT | Buy | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $37,343 | +50363.5% | 401 | +40000.0% | 0.00% | – |
| VDE | VANGUARD WORLD FDSenergy etf | $25,348 | +12.3% | 200 | 0.0% | 0.00% | 0.0% | |
| VTEB | New | VANGUARD MUN BD FDStax exempt bd | $32,035 | – | 666 | +100.0% | 0.00% | – |
| VBR | VANGUARD INDEX FDSsm cp val etf | $23,924 | -3.6% | 150 | 0.0% | 0.00% | 0.0% | |
| VNT | Sell | VONTIER CORPORATION | $24,736 | -27.6% | 800 | -24.6% | 0.00% | 0.0% |
| WAB | Buy | WABTEC | $22,849 | +643.8% | 215 | +667.9% | 0.00% | – |
| WASH | WASHINGTON TR BANCORP INC | $44,498 | -1.8% | 1,690 | 0.0% | 0.00% | 0.0% | |
| WCN | WASTE CONNECTIONS INC | $40,156 | -6.0% | 299 | 0.0% | 0.00% | 0.0% | |
| WSO | WATSCO INC | $61,947 | -1.0% | 164 | 0.0% | 0.00% | 0.0% | |
| WMK | WEIS MKTS INC | $31,815 | -1.9% | 505 | 0.0% | 0.00% | 0.0% | |
| WELL | WELLTOWER INC | $40,960 | +1.3% | 500 | 0.0% | 0.00% | 0.0% | |
| WES | WESTERN MIDSTREAM PARTNERS L | $30,525 | +2.7% | 1,121 | 0.0% | 0.00% | 0.0% | |
| DGRW | WISDOMTREE TRus qtly div grt | $21,460 | -4.8% | 338 | 0.0% | 0.00% | 0.0% | |
| ZM | ZOOM VIDEO COMMUNICATIONS INcl a | $47,000 | +3.0% | 672 | 0.0% | 0.00% | 0.0% | |
| NTB | Sell | BANK OF NT BUTTERFIELD&SON L | $21,664 | -71.7% | 800 | -71.4% | 0.00% | -50.0% |
| NVT | New | NVENT ELECTRIC PLC | $26,495 | – | 500 | +100.0% | 0.00% | – |
| PNR | Buy | PENTAIR PLC | $49,210 | +193.0% | 760 | +192.3% | 0.00% | – |
| ALC | New | ALCON AG | $26,971 | – | 350 | +100.0% | 0.00% | – |
| CRSP | CRISPR THERAPEUTICS AGnamen akt | $44,483 | -19.1% | 980 | 0.0% | 0.00% | 0.0% | |
| RIG | TRANSOCEAN LTD | $41,050 | +17.1% | 5,000 | 0.0% | 0.00% | 0.0% | |
| RACE | Sell | FERRARI N V | $29,554 | -21.7% | 100 | -13.8% | 0.00% | 0.0% |
| RCL | New | ROYAL CARIBBEAN GROUP | $46,070 | – | 500 | +100.0% | 0.00% | – |
| SPYG | New | SPDR SER TRprtflo s&p500 gw | $19,919 | – | 336 | +100.0% | 0.00% | – |
| LEV | THE LION ELECTRIC COMPANY | $1,910 | +3.2% | 1,000 | 0.0% | 0.00% | – | |
| LIFE TIME GROUP HOLDINGS INC | $381 | -22.6% | 25 | 0.0% | 0.00% | – | ||
| IONS | Exit | IONIS PHARMACEUTICALS INC | $0 | – | -360 | -100.0% | 0.00% | – |
| SPTI | New | SPDR SER TRportfli intrmdit | $2,781 | – | 101 | +100.0% | 0.00% | – |
| New | LIBERTY MEDIA CORP DEL | $1,477 | – | 46 | +100.0% | 0.00% | – | |
| DGT | SPDR SER TRglb dow etf | $3,927 | -3.3% | 36 | 0.0% | 0.00% | – | |
| LEN | LENNAR CORPcl a | $1,347 | -10.4% | 12 | 0.0% | 0.00% | – | |
| LEG | LEGGETT & PLATT INC | $1,220 | -14.2% | 48 | 0.0% | 0.00% | – | |
| LVS | New | LAS VEGAS SANDS CORP | $1,467 | – | 32 | +100.0% | 0.00% | – |
| ACCO | Exit | ACCO BRANDS CORP | $0 | – | -700 | -100.0% | 0.00% | – |
| LPI | VITAL ENERGY INC | $2,771 | +22.7% | 50 | 0.0% | 0.00% | – | |
| LE | LANDS END INC NEW | $135 | -3.6% | 18 | 0.0% | 0.00% | – | |
| SJNK | SPDR SER TRbloomberg sht te | $19,568 | -1.0% | 800 | 0.0% | 0.00% | – | |
| LKQ | LKQ CORP | $12,378 | -15.0% | 250 | 0.0% | 0.00% | – | |
| JNK | New | SPDR SER TRbloomberg high y | $904 | – | 10 | +100.0% | 0.00% | – |
| KLIC | KULICKE & SOFFA INDS INC | $9,726 | -18.2% | 200 | 0.0% | 0.00% | – | |
| KF | New | KOREA FD INC | $6,309 | – | 300 | +100.0% | 0.00% | – |
| PHG | KONINKLIJKE PHILIPS N V | $20 | -9.1% | 1 | 0.0% | 0.00% | – | |
| KIM | KIMCO RLTY CORP | $13,897 | -10.8% | 790 | 0.0% | 0.00% | – | |
| KDP | New | KEURIG DR PEPPER INC | $11,524 | – | 365 | +100.0% | 0.00% | – |
| COG | Exit | COTERRA ENERGY INC | $0 | – | -450 | -100.0% | 0.00% | – |
| New | KENVUE INC | $241 | – | 12 | +100.0% | 0.00% | – | |
| KLAC | KLA CORP | $8,715 | -5.4% | 19 | 0.0% | 0.00% | – | |
| JBLU | JETBLUE AWYS CORP | $230 | -48.1% | 50 | 0.0% | 0.00% | – | |
| USHY | New | ISHARES TRbroad usd high | $1,840 | – | 53 | +100.0% | 0.00% | – |
| INSW | Exit | INTERNATIONAL SEAWAYS INC | $0 | – | -58 | -100.0% | 0.00% | – |
| MMS | Sell | MAXIMUS INC | $13,443 | -54.3% | 180 | -48.3% | 0.00% | -100.0% |
| MTCH | MATCH GROUP INC NEW | $2,547 | -6.4% | 65 | 0.0% | 0.00% | – | |
| MARKFORGED HOLDING CORPORATI | $145 | +19.8% | 100 | 0.0% | 0.00% | – | ||
| SEIC | SEI INVTS CO | $18,069 | +1.0% | 300 | 0.0% | 0.00% | – | |
| MGNI | MAGNITE INC | $302 | -44.7% | 40 | 0.0% | 0.00% | – | |
| MSCI | New | MSCI INC | $3,079 | – | 6 | +100.0% | 0.00% | – |
| MP | New | MP MATERIALS CORP | $4,775 | – | 250 | +100.0% | 0.00% | – |
| MGM | MGM RESORTS INTERNATIONAL | $1,655 | -16.3% | 45 | 0.0% | 0.00% | – | |
| PDD | Exit | PDD HOLDINGS INCsponsored ads | $0 | – | -14 | -100.0% | 0.00% | – |
| MFA FINL INCnote 6.250% 6/1 | $3,997 | +1.0% | 4,000 | 0.0% | 0.00% | – | ||
| LUCID GROUP INC | $4,372 | -18.9% | 782 | 0.0% | 0.00% | – | ||
| SCHF | Exit | SCHWAB STRATEGIC TRintl eqty etf | $0 | – | -12 | -100.0% | 0.00% | – |
| BMRN | Exit | BIOMARIN PHARMACEUTICAL INC | $0 | – | -60 | -100.0% | 0.00% | – |
| IRBO | ISHARES TRrobotics artif | $5,192 | -7.6% | 170 | 0.0% | 0.00% | – | |
| ESGU | ISHARES TResg awr msci usa | $10,143 | -3.6% | 108 | 0.0% | 0.00% | – | |
| CROX | Exit | CROCS INC | $0 | – | -13 | -100.0% | 0.00% | – |
| EMLC | Exit | VANECK ETF TRUSTjp mrgan em loc | $0 | – | -2 | -100.0% | 0.00% | – |
| KRG | Exit | KITE RLTY GROUP TR | $0 | – | -62 | -100.0% | 0.00% | – |
| IVZ | Exit | INVESCO LTD | $0 | – | -201 | -100.0% | 0.00% | – |
| EWJ | ISHARES INCmsci jpn etf new | $8,803 | -2.6% | 146 | 0.0% | 0.00% | – | |
| XLE | New | SELECT SECTOR SPDR TRenergy | $19,043 | – | 211 | +100.0% | 0.00% | – |
| EWT | Buy | ISHARES INCmsci taiwan etf | $2,317 | +9.5% | 52 | +15.6% | 0.00% | – |
| VLUE | New | ISHARES TRmsci usa value | $12,429 | – | 137 | +100.0% | 0.00% | – |
| SLV | ISHARES SILVER TRishares | $2,360 | -2.6% | 116 | 0.0% | 0.00% | – | |
| EFV | New | ISHARES TReafe value etf | $6,410 | – | 131 | +100.0% | 0.00% | – |
| ITA | ISHARES TRus aer def etf | $5,299 | -9.2% | 50 | 0.0% | 0.00% | – | |
| PFF | ISHARES TRpfd and incm sec | $21,105 | -2.5% | 700 | 0.0% | 0.00% | – | |
| IEV | ISHARES TReurope etf | $2,387 | -5.5% | 50 | 0.0% | 0.00% | – | |
| IUSG | New | ISHARES TRcore s&p us gwt | $18,966 | – | 200 | +100.0% | 0.00% | – |
| IUSV | New | ISHARES TRcore s&p us vlu | $3,955 | – | 53 | +100.0% | 0.00% | – |
| SHOP | SHOPIFY INCcl a | $10,914 | -15.5% | 200 | 0.0% | 0.00% | – | |
| PFG | Exit | PRINCIPAL FINANCIAL GROUP IN | $0 | – | -128 | -100.0% | 0.00% | – |
| IOO | ISHARES TRglobal 100 etf | $14,648 | -3.7% | 200 | 0.0% | 0.00% | – | |
| IGV | ISHARES TRexpanded tech | $20,135 | -1.3% | 59 | 0.0% | 0.00% | – | |
| FL | Exit | FOOT LOCKER INC | $0 | – | -30 | -100.0% | 0.00% | – |
| SOFI | SOFI TECHNOLOGIES INC | $799 | -4.2% | 100 | 0.0% | 0.00% | – | |
| SONO | SONOS INC | $6,455 | -20.9% | 500 | 0.0% | 0.00% | – | |
| IEF | ISHARES TR7-10 yr trsy bd | $4,214 | -5.2% | 46 | 0.0% | 0.00% | – | |
| SCCO | SOUTHERN COPPER CORP | $15,058 | +4.9% | 200 | 0.0% | 0.00% | – | |
| LUV | SOUTHWEST AIRLS CO | $1,354 | -25.2% | 50 | 0.0% | 0.00% | – | |
| AGG | ISHARES TRcore us aggbd et | $18,808 | -4.0% | 200 | 0.0% | 0.00% | – | |
| TIP | Sell | ISHARES TRtips bd etf | $10,372 | -51.8% | 100 | -50.0% | 0.00% | – |
| SCHC | Exit | SCHWAB STRATEGIC TRintl sceqt etf | $0 | – | -7 | -100.0% | 0.00% | – |
| SQ | BLOCK INCcl a | $17,704 | -33.5% | 400 | 0.0% | 0.00% | -100.0% | |
| FIVE | Exit | FIVE BELOW INC | $0 | – | -8 | -100.0% | 0.00% | – |
| EWZ | Buy | ISHARES INCmsci brazil etf | $3,067 | +37.0% | 100 | +44.9% | 0.00% | – |
| IQ | IQIYI INCsponsored ads | $2,432 | -11.2% | 513 | 0.0% | 0.00% | – | |
| New | IONQ INC | $7,440 | – | 500 | +100.0% | 0.00% | – | |
| NVTA | INVITAE CORP | $1,961 | -46.5% | 3,240 | 0.0% | 0.00% | – | |
| PCY | New | INVESCO EXCH TRADED FD TR IIemrng mkt svrg | $2,211 | – | 121 | +100.0% | 0.00% | – |
| STLD | Buy | STEEL DYNAMICS INC | $7,828 | +299.2% | 73 | +305.6% | 0.00% | – |
| SCS | Buy | STEELCASE INCcl a | $11,170 | +189.8% | 1,000 | +100.0% | 0.00% | – |
| STEM | STEM INC | $2,120 | -25.9% | 500 | 0.0% | 0.00% | – | |
| SRCL | STERICYCLE INC | $15,649 | -3.7% | 350 | 0.0% | 0.00% | – | |
| STM | STMICROELECTRONICS N Vny registry | $8,632 | -13.7% | 200 | 0.0% | 0.00% | – | |
| PGX | INVESCO EXCH TRADED FD TR IIpfd etf | $8,870 | -3.7% | 810 | 0.0% | 0.00% | – | |
| RYT | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql tec | $16,890 | -4.3% | 600 | +900.0% | 0.00% | – |
| Exit | LI-CYCLE HOLDINGS CORP | $0 | – | -400 | -100.0% | 0.00% | – | |
| FNDF | Exit | SCHWAB STRATEGIC TRschwb fdt int lg | $0 | – | -21 | -100.0% | 0.00% | – |
| SPWR | SUNPOWER CORP | $2,468 | -37.0% | 400 | 0.0% | 0.00% | – | |
| NTLA | INTELLIA THERAPEUTICS INC | $2,056 | -22.4% | 65 | 0.0% | 0.00% | – | |
| Buy | SYLVAMO CORP | $3,340 | +52.9% | 76 | +40.7% | 0.00% | – | |
| SNPS | SYNOPSYS INC | $2,295 | +5.4% | 5 | 0.0% | 0.00% | – | |
| SNX | TD SYNNEX CORPORATION | $14,181 | +6.2% | 142 | 0.0% | 0.00% | – | |
| ING | ING GROEP N.V.sponsored adr | $3,810 | -2.1% | 289 | 0.0% | 0.00% | – | |
| TFFP | TFF PHARMACEUTICALS INC | $525 | -25.5% | 1,500 | 0.0% | 0.00% | – | |
| IMGN | Sell | IMMUNOGEN INC | $12,855 | -83.7% | 810 | -80.6% | 0.00% | -100.0% |
| TMUS | Sell | T-MOBILE US INC | $16,806 | -88.1% | 120 | -88.2% | 0.00% | -100.0% |
| ILMN | ILLUMINA INC | $2,746 | -26.8% | 20 | 0.0% | 0.00% | – | |
| TAK | Buy | TAKEDA PHARMACEUTICAL CO LTDsponsored ads | $12,207 | +171.6% | 789 | +175.9% | 0.00% | – |
| ITT | ITT INC | $12,827 | +5.0% | 131 | 0.0% | 0.00% | – | |
| VMBS | Exit | VANGUARD SCOTTSDALE FDSmtg-bkd secs etf | $0 | – | -3 | -100.0% | 0.00% | – |
| TRP | TC ENERGY CORP | $17,205 | -14.8% | 500 | 0.0% | 0.00% | – | |
| TDOC | TELADOC HEALTH INC | $2,454 | -26.6% | 132 | 0.0% | 0.00% | – | |
| IAUCF | I-80 GOLD CORP | $1,530 | -32.0% | 1,000 | 0.0% | 0.00% | – | |
| HII | HUNTINGTON INGALLS INDS INC | $18,208 | -10.1% | 89 | 0.0% | 0.00% | – | |
| TEF | TELEFONICA S Asponsored adr | $11,319 | +1.0% | 2,781 | 0.0% | 0.00% | – | |
| WPP | Exit | WPP PLC NEWadr | $0 | – | -40 | -100.0% | 0.00% | – |
| TDC | TERADATA CORP DEL | $9,725 | -15.7% | 216 | 0.0% | 0.00% | – | |
| HMC | Buy | HONDA MOTOR LTD | $6,728 | +48.0% | 200 | +33.3% | 0.00% | – |
| HIMX | HIMAX TECHNOLOGIES INCsponsored adr | $3,154 | -13.5% | 540 | 0.0% | 0.00% | – | |
| HEALTHCARE RLTY TR | $1,527 | -19.0% | 100 | 0.0% | 0.00% | – | ||
| HE | HAWAIIAN ELEC INDUSTRIES | $5,712 | -66.0% | 464 | 0.0% | 0.00% | – | |
| REAL | New | THE REALREAL INC | $3,210 | – | 1,521 | +100.0% | 0.00% | – |
| HBI | Sell | HANESBRANDS INC | $1,050 | -62.1% | 265 | -56.6% | 0.00% | – |
| VICI | Exit | VICI PPTYS INC | $0 | – | -207 | -100.0% | 0.00% | – |
| THO | Sell | THOR INDS INC | $571 | -97.3% | 6 | -97.1% | 0.00% | – |
| Buy | HALEON PLCspon ads | $18,827 | +23.4% | 2,260 | +24.2% | 0.00% | – | |
| HAIN | New | HAIN CELESTIAL GROUP INC | $4,677 | – | 451 | +100.0% | 0.00% | – |
| New | TOAST INCcl a | $3,746 | – | 200 | +100.0% | 0.00% | – | |
| GT | GOODYEAR TIRE & RUBR CO | $19,714 | -9.1% | 1,586 | 0.0% | 0.00% | – | |
| GEM | Buy | GOLDMAN SACHS ETF TRactivebeta eme | $10,234 | +36.9% | 357 | +42.8% | 0.00% | – |
| URA | Sell | GLOBAL X FDSglobal x uranium | $1,028 | -67.3% | 38 | -73.8% | 0.00% | – |
| TYG | TORTOISE ENERGY INFRA CORP | $3,613 | -0.5% | 125 | 0.0% | 0.00% | – | |
| LIT | GLOBAL X FDSlithium btry etf | $18,979 | -15.1% | 344 | 0.0% | 0.00% | -100.0% | |
| TSQ | TOWNSQUARE MEDIA INCcl a | $4,360 | -26.8% | 500 | 0.0% | 0.00% | – | |
| CLOU | GLOBAL X FDS | $1,771 | -5.0% | 94 | 0.0% | 0.00% | – | |
| PSMT | Exit | PRICESMART INC | $0 | – | -150 | -100.0% | 0.00% | – |
| ORI | Exit | OLD REP INTL CORP | $0 | – | -5 | -100.0% | 0.00% | – |
| GSAT | Buy | GLOBALSTAR INC | $6,812 | +61.7% | 5,200 | +33.3% | 0.00% | – |
| FITB | Exit | FIFTH THIRD BANCORP | $0 | – | -101 | -100.0% | 0.00% | – |
| GERN | GERON CORP | $721 | -34.0% | 340 | 0.0% | 0.00% | – | |
| TUP | New | TUPPERWARE BRANDS CORP | $560 | – | 400 | +100.0% | 0.00% | – |
| TPC | Buy | TUTOR PERINI CORP | $9,788 | +1611.2% | 1,250 | +1462.5% | 0.00% | – |
| Buy | 2SEVENTY BIO INC | $1,568 | -22.5% | 400 | +100.0% | 0.00% | – | |
| GM | Buy | GENERAL MTRS CO | $19,321 | +31.5% | 586 | +53.8% | 0.00% | – |
| GPS | GAP INC | $1,329 | +19.0% | 125 | 0.0% | 0.00% | – | |
| GANX | GAIN THERAPEUTICS INC | $3,280 | -26.8% | 1,000 | 0.0% | 0.00% | – | |
| UMH | UMH PPTYS INC | $8,412 | -12.3% | 600 | 0.0% | 0.00% | – | |
| NTR | Exit | NUTRIEN LTD | $0 | – | -104 | -100.0% | 0.00% | – |
| PAA | Exit | PLAINS ALL AMERN PIPELINE Lunit ltd partn | $0 | – | -1,125 | -100.0% | 0.00% | – |
| ULTA | ULTA BEAUTY INC | $1,598 | -15.1% | 4 | 0.0% | 0.00% | – | |
| UAA | UNDER ARMOUR INCcl a | $343 | -5.0% | 50 | 0.0% | 0.00% | – | |
| UA | UNDER ARMOUR INCcl c | $319 | -5.1% | 50 | 0.0% | 0.00% | – | |
| FRPT | FRESHPET INC | $19,764 | +0.1% | 300 | 0.0% | 0.00% | – | |
| FTS | FORTIS INC | $13,981 | -11.8% | 368 | 0.0% | 0.00% | – | |
| DDEC | FIRST TR EXCHNG TRADED FD VIft cboe deep bfr | $13,428 | -0.6% | 400 | 0.0% | 0.00% | – | |
| URI | UNITED RENTALS INC | $1,779 | -0.2% | 4 | 0.0% | 0.00% | – | |
| X | UNITED STATES STL CORP NEW | $12,505 | +29.9% | 385 | 0.0% | 0.00% | – | |
| SKYY | FIRST TR EXCHANGE TRADED FD | $9,565 | -0.0% | 126 | 0.0% | 0.00% | – | |
| UTL | UNITIL CORP | $6,065 | -15.8% | 142 | 0.0% | 0.00% | – | |
| U | UNITY SOFTWARE INC | $14,440 | -27.7% | 460 | 0.0% | 0.00% | – | |
| OLED | UNIVERSAL DISPLAY CORP | $15,699 | +8.9% | 100 | 0.0% | 0.00% | – | |
| FXL | FIRST TR EXCHANGE TRADED FDtech alphadex | $18,451 | -3.4% | 166 | 0.0% | 0.00% | – | |
| QTEC | FIRST TR NASDAQ 100 TECH IND | $20,338 | -1.3% | 140 | 0.0% | 0.00% | – | |
| FSLR | FIRST SOLAR INC | $9,696 | -15.0% | 60 | 0.0% | 0.00% | – | |
| DIBS | 1STDIBS COM INC | $5,460 | -2.7% | 1,500 | 0.0% | 0.00% | – | |
| FBND | FIDELITY MERRIMACK STR TRtotal bd etf | $9,801 | -4.1% | 225 | 0.0% | 0.00% | – | |
| PPH | Buy | VANECK ETF TRUSTpharmaceutcl etf | $19,906 | +1.9% | 249 | +0.4% | 0.00% | – |
| FHLC | Sell | FIDELITY COVINGTON TRUSTmsci hlth care i | $18,174 | -20.5% | 300 | -17.1% | 0.00% | -100.0% |
| FDIS | FIDELITY COVINGTON TRUSTmsci consm dis | $12,016 | -4.7% | 172 | 0.0% | 0.00% | – | |
| FFIV | F5 INC | $10,636 | +10.2% | 66 | 0.0% | 0.00% | – | |
| MGV | New | VANGUARD WORLD FDmega cap val etf | $13,892 | – | 137 | +100.0% | 0.00% | – |
| EXR | EXTRA SPACE STORAGE INC | $18,237 | -18.3% | 150 | 0.0% | 0.00% | -100.0% | |
| EXPI | EXP WORLD HLDGS INC | $1,300 | -19.9% | 80 | 0.0% | 0.00% | – | |
| EXAS | EXACT SCIENCES CORP | $13,644 | -27.3% | 200 | 0.0% | 0.00% | – | |
| ETSY | Sell | ETSY INC | $19,374 | -30.4% | 300 | -8.8% | 0.00% | -100.0% |
| ETRN | EQUITRANS MIDSTREAM CORP | $17,972 | -2.0% | 1,918 | 0.0% | 0.00% | – | |
| ENR | Sell | ENERGIZER HLDGS INC NEW | $9,612 | -68.2% | 300 | -66.7% | 0.00% | -100.0% |
| VSS | Buy | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $3,611 | +16.7% | 34 | +21.4% | 0.00% | – |
| SCHH | Exit | SCHWAB STRATEGIC TRus reit etf | $0 | – | -8 | -100.0% | 0.00% | – |
| WIRE | ENCORE WIRE CORP | $5,474 | -1.9% | 30 | 0.0% | 0.00% | – | |
| Sell | EMBECTA CORP | $7,902 | -60.0% | 525 | -42.6% | 0.00% | – | |
| VGK | Buy | VANGUARD INTL EQUITY INDEX Fftse europe etf | $7,416 | +2.7% | 128 | +9.4% | 0.00% | – |
| EDIT | EDITAS MEDICINE INC | $1,638 | -5.3% | 210 | 0.0% | 0.00% | – | |
| FOX | Exit | FOX CORP | $0 | – | -264 | -100.0% | 0.00% | – |
| EPC | EDGEWELL PERS CARE CO | $11,088 | -10.5% | 300 | 0.0% | 0.00% | – | |
| EXG | EATON VANCE TAX-MANAGED GLOB | $17,954 | -6.9% | 2,436 | 0.0% | 0.00% | – | |
| JETS | ETF SER SOLUTIONSus glb jets | $9,257 | -20.5% | 544 | 0.0% | 0.00% | – | |
| DLTH | DULUTH HLDGS INC | $6,611 | -4.3% | 1,100 | 0.0% | 0.00% | – | |
| DOCU | DOCUSIGN INC | $8,400 | -17.8% | 200 | 0.0% | 0.00% | – | |
| VONV | VANGUARD SCOTTSDALE FDSvng rus1000val | $10,050 | -3.7% | 151 | 0.0% | 0.00% | – | |
| VREX | Buy | VAREX IMAGING CORP | $9,771 | +29.5% | 520 | +62.5% | 0.00% | – |
| LADR | Exit | LADDER CAP CORPcl a | $0 | – | -15 | -100.0% | 0.00% | – |
| DERMTECH INC | $180 | -44.6% | 125 | 0.0% | 0.00% | – | ||
| VOE | VANGUARD INDEX FDSmcap vl idxvip | $6,548 | -5.4% | 50 | 0.0% | 0.00% | – | |
| DLX | New | DELUXE CORP | $14,168 | – | 750 | +100.0% | 0.00% | – |
| DAL | DELTA AIR LINES INC DEL | $11,100 | -22.2% | 300 | 0.0% | 0.00% | – | |
| EPAM | Exit | EPAM SYS INC | $0 | – | -15 | -100.0% | 0.00% | – |
| DXC | Buy | DXC TECHNOLOGY CO | $1,959 | +128.9% | 94 | +193.8% | 0.00% | – |
| ASHR | Buy | DBX ETF TRxtrack hrvst csi | $2,862 | +9.1% | 110 | +12.2% | 0.00% | – |
| HYLB | New | DBX ETF TRxtrack usd high | $4,001 | – | 118 | +100.0% | 0.00% | – |
| CCK | New | CROWN HLDGS INC | $11,060 | – | 125 | +100.0% | 0.00% | – |
| CSGP | New | COSTAR GROUP INC | $3,845 | – | 50 | +100.0% | 0.00% | – |
| CONSTELLATION ENERGY CORP | $13,854 | +19.1% | 127 | 0.0% | 0.00% | – | ||
| VRSN | Sell | VERISIGN INC | $18,026 | -21.0% | 89 | -11.9% | 0.00% | -100.0% |
| CNDT | New | CONDUENT INC | $140 | – | 40 | +100.0% | 0.00% | – |
| VRNT | VERINT SYS INC | $6,897 | -34.4% | 300 | 0.0% | 0.00% | – | |
| CNXC | Sell | CONCENTRIX CORP | $81 | -99.3% | 1 | -99.3% | 0.00% | – |
| VRTX | Buy | VERTEX PHARMACEUTICALS INC | $16,345 | +111.1% | 47 | +113.6% | 0.00% | – |
| CBSH | New | COMMERCE BANCSHARES INC | $16,170 | – | 337 | +100.0% | 0.00% | – |
| ENOVIS CORPORATION | $9,176 | -17.8% | 174 | 0.0% | 0.00% | – | ||
| NET | New | CLOUDFLARE INC | $12,608 | – | 200 | +100.0% | 0.00% | – |
| CLF | Sell | CLEVELAND-CLIFFS INC NEW | $1,158 | -97.2% | 74 | -97.0% | 0.00% | -100.0% |
| VIPS | VIPSHOP HLDGS LTDsponsored ads a | $20,958 | -3.0% | 1,309 | 0.0% | 0.00% | – | |
| CINF | CINCINNATI FINL CORP | $7,672 | +5.1% | 75 | 0.0% | 0.00% | – | |
| CHMG | CHEMUNG FINL CORP | $1,704 | +3.1% | 43 | 0.0% | 0.00% | – | |
| VITESSE ENERGY INC | $2,221 | +2.2% | 97 | 0.0% | 0.00% | – | ||
| CC | CHEMOURS CO | $2,805 | -24.0% | 100 | 0.0% | 0.00% | – | |
| VOD | Buy | VODAFONE GROUP PLC NEWsponsored adr | $4,732 | +207.1% | 499 | +206.1% | 0.00% | – |
| AU | Exit | ANGLOGOLD ASHANTI LIMITEDsponsored adr | $0 | – | -1,000 | -100.0% | 0.00% | – |
| VYGR | VOYAGER THERAPEUTICS INC | $3,875 | -32.3% | 500 | 0.0% | 0.00% | – | |
| CHPT | Sell | CHARGEPOINT HOLDINGS INC | $9,940 | -74.9% | 2,000 | -55.6% | 0.00% | -100.0% |
| CERE | CEREVEL THERAPEUTICS HLDNG I | $10,915 | -31.3% | 500 | 0.0% | 0.00% | – | |
| CELH | CELSIUS HLDGS INC | $3,089 | +15.0% | 18 | 0.0% | 0.00% | – | |
| SAVA | CASSAVA SCIENCES INC | $832 | -32.1% | 50 | 0.0% | 0.00% | – | |
| CCL | New | CARNIVAL CORP | $2,744 | – | 200 | +100.0% | 0.00% | – |
| CTRE | CARETRUST REIT INC | $7,688 | +3.2% | 375 | 0.0% | 0.00% | – | |
| VNQI | Exit | VANGUARD INTL EQUITY INDEX Fglb ex us etf | $0 | – | -2 | -100.0% | 0.00% | – |
| WLTW | Exit | WILLIS TOWERS WATSON PLC LTD | $0 | – | -18 | -100.0% | 0.00% | – |
| CAH | CARDINAL HEALTH INC | $4,341 | -8.2% | 50 | 0.0% | 0.00% | – | |
| GOEV | CANOO INC | $25 | +4.2% | 50 | 0.0% | 0.00% | – | |
| CPB | Buy | CAMPBELL SOUP CO | $20,540 | +12.3% | 500 | +25.0% | 0.00% | – |
| CMRE | Exit | COSTAMARE INC | $0 | – | -15 | -100.0% | 0.00% | – |
| CDNS | Buy | CADENCE DESIGN SYSTEM INC | $9,842 | +179.8% | 42 | +180.0% | 0.00% | – |
| AGR | Exit | AVANGRID INC | $0 | – | -500 | -100.0% | 0.00% | – |
| FNDC | Exit | SCHWAB STRATEGIC TRschwb fdt int sc | $0 | – | -9 | -100.0% | 0.00% | – |
| WRK | WESTROCK CO | $17,900 | +23.2% | 500 | 0.0% | 0.00% | – | |
| CMS | CMS ENERGY CORP | $5,896 | -9.6% | 111 | 0.0% | 0.00% | – | |
| GIB | CGI INCcl a sub vtg | $18,812 | -6.6% | 191 | 0.0% | 0.00% | – | |
| AI | Buy | C3 AI INCcl a | $3,446 | -14.8% | 135 | +21.6% | 0.00% | – |
| BRKR | BRUKER CORP | $6,230 | -15.7% | 100 | 0.0% | 0.00% | – | |
| WSM | WILLIAMS SONOMA INC | $15,540 | +24.2% | 100 | 0.0% | 0.00% | – | |
| BRKL | BROOKLINE BANCORP INC DEL | $9,110 | +4.2% | 1,000 | 0.0% | 0.00% | – | |
| WETF | WISDOMTREE INC | $10,500 | +2.0% | 1,500 | 0.0% | 0.00% | – | |
| QSY | WISDOMTREE TRwisdomtree us va | $6,177 | -1.3% | 100 | 0.0% | 0.00% | – | |
| BLUE | Buy | BLUEBIRD BIO INC | $4,864 | +47.8% | 1,600 | +60.0% | 0.00% | – |
| SCHP | Exit | SCHWAB STRATEGIC TRus tips etf | $0 | – | -9 | -100.0% | 0.00% | – |
| BST | BLACKROCK SCIENCE & TECHNOLO | $18,846 | -8.8% | 600 | 0.0% | 0.00% | – | |
| BIO | BIO RAD LABS INCcl a | $17,923 | -5.4% | 50 | 0.0% | 0.00% | – | |
| WKHS | Sell | WORKHORSE GROUP INC | $13 | -72.9% | 30 | -45.5% | 0.00% | – |
| WRAP | WRAP TECHNOLOGIES INC | $15,000 | +2.7% | 10,000 | 0.0% | 0.00% | – | |
| New | BATH & BODY WORKS INC | $10,140 | – | 300 | +100.0% | 0.00% | – | |
| GOLD | Sell | BARRICK GOLD CORP | $16,005 | -45.7% | 1,100 | -36.8% | 0.00% | -100.0% |
| XRX | New | XEROX HOLDINGS CORP | $10,983 | – | 700 | +100.0% | 0.00% | – |
| New | AYRO INC | $1,142 | – | 488 | +100.0% | 0.00% | – | |
| YORW | YORK WTR CO | $15,371 | -9.2% | 410 | 0.0% | 0.00% | – | |
| AXON | New | AXON ENTERPRISE INC | $4,975 | – | 25 | +100.0% | 0.00% | – |
| AVTR | AVANTOR INC | $4,048 | +2.6% | 192 | 0.0% | 0.00% | – | |
| Buy | ZIMVIE INC | $2,899 | +18.4% | 308 | +41.3% | 0.00% | – | |
| AVNS | New | AVANOS MED INC | $971 | – | 48 | +100.0% | 0.00% | – |
| ATLASSIAN CORPORATIONcl a | $12,091 | +20.1% | 60 | 0.0% | 0.00% | – | ||
| New | ATLANTA BRAVES HLDGS INC | $1,108 | – | 31 | +100.0% | 0.00% | – | |
| IBKR | Exit | INTERACTIVE BROKERS GROUP IN | $0 | – | -48 | -100.0% | 0.00% | – |
| ZOM | ZOMEDICA CORP | $42 | -16.0% | 250 | 0.0% | 0.00% | – | |
| ZYNE | ZYNERBA PHARMACEUTICALS INC | $64 | +276.5% | 50 | 0.0% | 0.00% | – | |
| ADNT | ADIENT PLC | $1,505 | -4.3% | 41 | 0.0% | 0.00% | – | |
| ASAN | ASANA INCcl a | $1,831 | -16.9% | 100 | 0.0% | 0.00% | – | |
| New | ANGLOGOLD ASHANTI PLC | $15,800 | – | 1,000 | +100.0% | 0.00% | – | |
| AROW | Buy | ARROW FINL CORP | $4,715 | -13.0% | 277 | +3.0% | 0.00% | – |
| AQMS | AQUA METALS INC | $339 | -3.4% | 300 | 0.0% | 0.00% | – | |
| New | APPLIED DNA SCIENCES INC | $18,634 | – | 15,400 | +100.0% | 0.00% | – | |
| Buy | ANNALY CAPITAL MANAGEMENT IN | $14,578 | +82.1% | 775 | +93.8% | 0.00% | – | |
| BG | New | BUNGE LIMITED | $5,413 | – | 50 | +100.0% | 0.00% | – |
| BATT | Buy | AMPLIFY ETF TRamplify lithium | $1,185 | +0.5% | 105 | +16.7% | 0.00% | – |
| AMERICA MOVIL SAB DE CVspon ads rp cl b | $20,646 | -20.0% | 1,192 | 0.0% | 0.00% | -100.0% | ||
| AAL | AMERICAN AIRLS GROUP INC | $19,241 | -28.6% | 1,502 | 0.0% | 0.00% | -100.0% | |
| ALLY | New | ALLY FINL INC | $1,735 | – | 65 | +100.0% | 0.00% | – |
| ADS | BREAD FINANCIAL HOLDINGS INC | $890 | +8.9% | 26 | 0.0% | 0.00% | – | |
| AKILI INC | $393 | -50.5% | 715 | 0.0% | 0.00% | – | ||
| ITERUM THERAPEUTICS PLC | $3 | -25.0% | 3 | 0.0% | 0.00% | – | ||
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $19,785 | +6.6% | 300 | 0.0% | 0.00% | – | |
| ARNC | Exit | ARCONIC CORPORATION | $0 | – | -180 | -100.0% | 0.00% | – |
| AFRM | Buy | AFFIRM HLDGS INC | $1,915 | +48.7% | 90 | +7.1% | 0.00% | – |
| ATVI | ACTIVISION BLIZZARD INC | $20,131 | +11.1% | 215 | 0.0% | 0.00% | – | |
| ASTS | AST SPACEMOBILE INC | $3,800 | -19.1% | 1,000 | 0.0% | 0.00% | – | |
| Exit | REDWOOD TRUST INCnote 4.750% 8/1 | $0 | – | -3,000 | -100.0% | 0.00% | – | |
| ARKW | ARK ETF TRnext gnrtn inter | $7,312 | -7.6% | 135 | 0.0% | 0.00% | – | |
| RLJPRA | Exit | RLJ LODGING TRcum conv pfd a | $0 | – | -220 | -100.0% | 0.00% | – |
| SPOT | Buy | SPOTIFY TECHNOLOGY S A | $18,867 | +17.5% | 122 | +22.0% | 0.00% | – |
| WIX | WIX COM LTD | $13,770 | +17.3% | 150 | 0.0% | 0.00% | – | |
| ARKK | ARK ETF TRinnovation etf | $13,885 | -10.1% | 350 | 0.0% | 0.00% | – | |
| SPG | Exit | SIMON PPTY GROUP INC NEW | $0 | – | -17 | -100.0% | 0.00% | – |
| LYB | LYONDELLBASELL INDUSTRIES N | $3,883 | +3.1% | 41 | 0.0% | 0.00% | – | |
| AGNC | New | AGNC INVT CORP | $39 | – | 4 | +100.0% | 0.00% | – |
| MUFG | Exit | MITSUBISHI UFJ FINL GROUP INsponsored ads | $0 | – | -213 | -100.0% | 0.00% | – |
| VCIT | Exit | VANGUARD SCOTTSDALE FDSint-term corp | $0 | – | -4 | -100.0% | 0.00% | – |
| FNDE | Exit | SCHWAB STRATEGIC TRschwb fdt emk lg | $0 | – | -22 | -100.0% | 0.00% | – |
| PAG | PENSKE AUTOMOTIVE GRP INC | $2,005 | +0.2% | 12 | 0.0% | 0.00% | – | |
| PEGA | PEGASYSTEMS INC | $2,171 | -11.9% | 50 | 0.0% | 0.00% | – | |
| New | PHINIA INC | $10,234 | – | 382 | +100.0% | 0.00% | – | |
| DOC | PHYSICIANS RLTY TR | $4,876 | -12.9% | 400 | 0.0% | 0.00% | – | |
| PINS | PINTEREST INCcl a | $7,109 | -1.1% | 263 | 0.0% | 0.00% | – | |
| PLTR | PALANTIR TECHNOLOGIES INCcl a | $400 | +4.2% | 25 | 0.0% | 0.00% | – | |
| PIPR | PIPER SANDLER COMPANIES | $872 | +12.4% | 6 | 0.0% | 0.00% | – | |
| PLUG | Sell | PLUG POWER INC | $7,600 | -63.4% | 1,000 | -50.0% | 0.00% | – |
| PCAR | PACCAR INC | $7,355 | +1.6% | 87 | 0.0% | 0.00% | – | |
| VXF | Exit | VANGUARD INDEX FDSextend mkt etf | $0 | – | -11 | -100.0% | 0.00% | – |
| RIO | Exit | RIO TINTO PLCsponsored adr | $0 | – | -34 | -100.0% | 0.00% | – |
| PDS | New | PRECISION DRILLING CORP | $537 | – | 8 | +100.0% | 0.00% | – |
| TROW | PRICE T ROWE GROUP INC | $3,461 | -6.4% | 33 | 0.0% | 0.00% | – | |
| ORA | ORMAT TECHNOLOGIES INC | $13,984 | -13.1% | 200 | 0.0% | 0.00% | – | |
| ORION OFFICE REIT INC | $365 | -21.2% | 70 | 0.0% | 0.00% | – | ||
| AYRO | Exit | AYRO INC | $0 | – | -3,898 | -100.0% | 0.00% | – |
| GF | Exit | NEW GERMANY FD INC | $0 | – | -1,551 | -100.0% | 0.00% | – |
| OMC | OMNICOM GROUP INC | $16,758 | -21.7% | 225 | 0.0% | 0.00% | – | |
| PUK | PRUDENTIAL PLCadr | $3,025 | -22.6% | 138 | 0.0% | 0.00% | – | |
| OXYWS | OCCIDENTAL PETE CORP*w exp 08/03/202 | $4,974 | +15.9% | 115 | 0.0% | 0.00% | – | |
| NVAX | NOVAVAX INC | $9,217 | -2.6% | 1,273 | 0.0% | 0.00% | – | |
| NOK | NOKIA CORPsponsored adr | $187 | -10.1% | 50 | 0.0% | 0.00% | – | |
| NEM | NEWMONT CORP | $11,085 | -13.4% | 300 | 0.0% | 0.00% | – | |
| HCA | Exit | HCA HEALTHCARE INC | $0 | – | -31 | -100.0% | 0.00% | – |
| QTWO | Q2 HLDGS INC | $7,003 | +4.4% | 217 | 0.0% | 0.00% | – | |
| NWL | New | NEWELL BRANDS INC | $3,558 | – | 394 | +100.0% | 0.00% | – |
| SYF | Exit | SYNCHRONY FINANCIAL | $0 | – | -143 | -100.0% | 0.00% | – |
| QS | QUANTUMSCAPE CORP | $8,236 | -16.3% | 1,231 | 0.0% | 0.00% | – | |
| NNN | NNN REIT INC | $7,599 | -17.4% | 215 | 0.0% | 0.00% | – | |
| MGA | Exit | MAGNA INTL INC | $0 | – | -103 | -100.0% | 0.00% | – |
| RMR | New | RMR GROUP INCcl a | $221 | – | 9 | +100.0% | 0.00% | – |
| NGG | NATIONAL GRID PLCsponsored adr ne | $10,611 | -9.9% | 175 | 0.0% | 0.00% | – | |
| NNDM | NANO DIMENSION LTDsponsord ads new | $544 | -5.9% | 200 | 0.0% | 0.00% | – | |
| MOS | Buy | MOSAIC CO NEW | $2,670 | +38.7% | 75 | +36.4% | 0.00% | – |
| RYN | RAYONIER INC | $20,449 | -9.4% | 719 | 0.0% | 0.00% | -100.0% | |
| MNST | MONSTER BEVERAGE CORP NEW | $15,462 | -7.8% | 292 | 0.0% | 0.00% | – | |
| FNDX | Exit | SCHWAB STRATEGIC TRschwab fdt us lg | $0 | – | -14 | -100.0% | 0.00% | – |
| REG | REGENCY CTRS CORP | $13,374 | -3.8% | 225 | 0.0% | 0.00% | – | |
| REGN | REGENERON PHARMACEUTICALS | $12,345 | +14.5% | 15 | 0.0% | 0.00% | – | |
| VRAY | Exit | VIEWRAY INC | $0 | – | -1,000 | -100.0% | 0.00% | – |
| MPWR | MONOLITHIC PWR SYS INC | $11,088 | -14.5% | 24 | 0.0% | 0.00% | – | |
| FNDA | Exit | SCHWAB STRATEGIC TRschwab fdt us sc | $0 | – | -10 | -100.0% | 0.00% | – |
| REZI | Buy | RESIDEO TECHNOLOGIES INC | $1,233 | +125.0% | 78 | +151.6% | 0.00% | – |
| RNG | RINGCENTRAL INCcl a | $4,445 | -9.5% | 150 | 0.0% | 0.00% | – | |
| New | RIVIAN AUTOMOTIVE INC | $535 | – | 22 | +100.0% | 0.00% | – | |
| ROBINHOOD MKTS INC | $7,515 | -1.7% | 766 | 0.0% | 0.00% | – | ||
| MRCY | Buy | MERCURY SYS INC | $18,545 | +34.0% | 500 | +25.0% | 0.00% | – |
| ROKU | Buy | ROKU INC | $8,471 | +12.2% | 120 | +1.7% | 0.00% | – |
| MPW | MEDICAL PPTYS TRUST INC | $1,090 | -41.1% | 200 | 0.0% | 0.00% | – | |
| DNP | Exit | DNP SELECT INCOME FD INC | $0 | – | -5,335 | -100.0% | -0.00% | – |
| OVV | Exit | OVINTIV INC | $0 | – | -700 | -100.0% | -0.00% | – |
| BNS | Exit | BANK NOVA SCOTIA HALIFAX | $0 | – | -630 | -100.0% | -0.00% | – |
| ZION | Exit | ZIONS BANCORPORATION N A | $0 | – | -1,500 | -100.0% | -0.00% | – |
| ELS | Exit | EQUITY LIFESTYLE PPTYS INC | $0 | – | -600 | -100.0% | -0.00% | – |
| CLDX | Exit | CELLDEX THERAPEUTICS INC NEW | $0 | – | -960 | -100.0% | -0.00% | – |
| JWA | Exit | WILEY JOHN & SONS INCcl a | $0 | – | -1,765 | -100.0% | -0.00% | – |
| FWONK | Exit | LIBERTY MEDIA CORP DEL | $0 | – | -1,091 | -100.0% | -0.00% | – |
| BNDW | Exit | VANGUARD SCOTTSDALE FDStotal wld bd etf | $0 | – | -1,380 | -100.0% | -0.00% | – |
| MMP | Exit | MAGELLAN MIDSTREAM PRTNRS LP | $0 | – | -6,022 | -100.0% | -0.01% | – |
| EBND | Exit | SPDR SER TRbloomberg emergi | $0 | – | -33,601 | -100.0% | -0.02% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-06
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 42 | Q3 2023 | 7.2% |
| MICROSOFT CORP | 42 | Q3 2023 | 5.8% |
| JOHNSON & JOHNSON | 42 | Q3 2023 | 3.6% |
| EXXON MOBIL CORP | 42 | Q3 2023 | 4.9% |
| MCDONALDS CORP | 42 | Q3 2023 | 2.5% |
| PFIZER INC | 42 | Q3 2023 | 2.5% |
| INTEL CORP | 42 | Q3 2023 | 2.9% |
| BERKSHIRE HATHAWAY INC DEL | 42 | Q3 2023 | 3.2% |
| JPMORGAN CHASE & CO | 42 | Q3 2023 | 2.5% |
| PROCTER & GAMBLE CO | 42 | Q3 2023 | 2.4% |
View HM PAYSON & CO's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-13 |
| 13F-HR | 2023-11-06 |
| 13F-HR | 2023-07-17 |
| 13F-HR | 2023-04-18 |
| 13F-HR | 2023-02-06 |
| 13F-HR | 2022-10-25 |
| 13F-HR | 2022-08-15 |
| 13F-HR | 2022-05-12 |
| 13F-HR | 2022-02-15 |
| 13F-HR | 2021-11-30 |
View HM PAYSON & CO'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.