Hedge Fund Database

MARINER INDEPENDENT ADVISOR NETWORK, LLC

Adviser information for MARINER INDEPENDENT ADVISOR NETWORK, LLC last updated from Form ADV on March 22nd, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location California, United States

Employees

Total Number of Employees 184
Investment Advisory/Research 184
Registered Broker-Dealer Representatives 172
Registered State Investment Advisers 184
Licensed Agents of an Insurance Company 140
No. of Firms/People that Solicit Clients 1

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 27,977 $8.1B
Non-Discretionary 0 $0
Total 27,977 $8.1B

Clients

Type Number RAUM
Individuals 14,923 $3.7B
HNW Individuals 1,963 $4.1B
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 102 $110.0M
Charitable organizations 66 $171.3M
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 119 $160.7M
Other 0 $0
Type Number
No. of Non-RAUM Clients 128
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 101-250

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers)
Compensation % of AUMHourly chargesFixed fees

Identifiers

SEC RIA File Number 801-107913
SEC ERA File Number 801-107913
SEC CIK Numbers 1548916
SEC CRD Numbers 283824
Legal Entity Identifier None

Principal Office

5700 W 112TH STREET
SUITE 500
OVERLAND PARK
KS
United States
Monday - Friday, 8:00 A.M. - 5:00 P.M.
Tel: 650-571-1934, Fax: 650-571-6301

Websites

www.johnhalladvisor.com www.lwpreno.com www.eqpwa.com www.ewealthstrategies.com www.afa-inc.biz www.zackmattos.com www.rfswealth.com www.wealthvisionadvisors.com www.commonswm.com www.mccurdyfinancialsolutions.com www.diamondgroupwealthadvisors.com www.nurturedwealth.com www.brownfsg.com www.socowealthadvisors.com www.brookswmgt.com www.westcapitalwealthmanagement.com www.sbg-investments.com www.rasmussenadvisors.com www.foronjyfinancial.com www.mercerpartnerswealth.com www.clearlifewm.com www.planwithprovidence.com www.covenantok.com www.purposefinancial.com www.edc.net www.lefevrefinancial.com www.happinesswealthmanagement.com www.unifiedwa.com www.westernwealthmgt.com www.marineradvisornetwork.com www.slanksterfinancial.com www.simplifiedwealth.com www.redtoweradvisors.com www.jsopartners.com www.integritycapital.com www.ecscapitalinvestments.com www.dietznextstage.com www.caminoadvisors.com www.oaktreewealth.com www.multigenws.com www.vkwealth.com www.awmfs.com www.oakwealthmanagement.net www.westlakefm.com www.swsllc.net www.humanitywealth.com www.clarityfinancialplanning.com www.lighthouse-sa.com www.marineradvisornetwork.com www.alnafinancial.com www.warnerwealth.com www.kleininvestmentstrategies.com www.sfcu.org/wealth-management www.josephdavison.com www.awallc.com www.ascendintegratedwealth.com www.watchhillfinancial.com www.watershedwealthmgt.com www.enrich360wealth.com www.unique-planning.com www.dimeandassociates.com www.camberwealth.com www.zioncapital.io www.aero.capital www.caplancapital.com

Chief Compliance Officer

HEATHER AUGUSTINE
VICE PRESIDENT
5700 W 112TH ST
SUITE 500
OVERLAND PARK
KS
United States
Tel: 913-904-5670
(Full email address available in API data)

Regulatory Contact

ANNE DORIAN
GENERAL COUNSEL
5700 W 112TH ST
SUITE 500
OVERLAND PARK
KS
United States
Tel: 9133872701
(Full email address available in API data)

Industry Affiliates

1248 PARTNERS, LLC Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles
BAYSTATE WEALTH MANAGEMENT Other investment adviser, including financial planners
FLYOVER CAPITAL PARTNERS, LLC Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles
MARINER Accountant or accounting firm
MARINER INDEPENDENT Other investment adviser, including financial planners
MARINER INSURANCE RESOURCES, LLC Insurance company or agency
MARINER TRUST COMPANY, LLC Trust company
MARINER WEALTH Other investment adviser, including financial planners
MARINER WEALTH ADVISORS Other investment adviser, including financial plannersAccountant or accounting firmPension consultantSponsor, GP, manager of pooled investment vehicles
MARINER WEALTH ADVISORS Other investment adviser, including financial planners
MONTAGE FUND ADVISORS, LLC Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles
MSEC, LLC Broker-dealer, municipal securities dealer, or gov securities broker or dealer
UBIQUITY MANAGEMENT, LP Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
HONOR BOUND PARTNERS, LLC Domestic Entity – MANAGING MEMBER 04/2016 > 75%
MARINER PLATFORM SOLUTIONS Domestic Entity HONOR BOUND PARTNERS, LLC MANAGING MEMBER 09/2022 > 75%
MARINER WEALTH ADVISORS, LLC Domestic Entity MARINER ADVISOR NETWORK, LLC MANAGING MEMBER 03/2023 > 75%
MWA MIDCO, LLC Domestic Entity MARINER WEALTH ADVISORS, LLC MANAGER 06/2021
MWA HOLDCO, LLC Domestic Entity MWA MIDCO, LLC MANAGER 06/2021
GEI VIII MW AGGREGATOR LLC Domestic Entity MWA HOLDCO, LLC MEMBER 06/2021 25-50%
PERIDOT COINVEST MANAGER LLC Domestic Entity GEI VIII MW AGGREGATOR LLC MANAGER 04/2021
GEI VIII MW BLOCKER LLC Domestic Entity GEI VIII MW AGGREGATOR LLC MEMBER 04/2021 50-75%
GREEN EQUITY INVESTORS VIII L.P. Domestic Entity GEI VIII MW AGGREGATOR LLC MEMBER 04/2021 25-50%
GEI CAPITAL VIII, LLC Domestic Entity GREEN EQUITY INVESTORS VIII L.P. GENERAL PARTNER 06/2019
GREEN EQUITY INVESTORS SIDE VIII L.P. Domestic Entity GEI VIII MW BLOCKER LLC MEMBER 04/2021 > 75%
GEI CAPITAL VIII, LLC Domestic Entity GREEN EQUITY INVESTORS SIDE VIII L.P. GENERAL PARTNER 06/2019
LGP MANAGEMENT, INC. Domestic Entity GEI CAPITAL VIII, LLC MANAGER 12/2019
LEONARD GREEN & PARTNERS, L.P. Domestic Entity PERIDOT COINVEST MANAGER LLC MANAGER 07/2014 > 75%
LGP MANAGEMENT, INC. Domestic Entity LEONARD GREEN & PARTNERS, L.P. GENERAL PARTNER 06/1996
EMERALD HOLDINGS II, L.P. Domestic Entity LGP FEEDER, L.P. LIMITED PARTNER 11/2022 > 75%
THE DANHAKL REVOCABLE TRUST Domestic Entity EMERALD HOLDINGS II, L.P. GENERAL PARTNER 06/2012 25-50%
DANHAKL, JOHN, GLENN Individual THE DANHAKL REVOCABLE TRUST TRUSTEE 10/1997
THE SOKOLOFF FAMILY TRUST Domestic Entity EMERALD HOLDINGS II, L.P. LIMITED PARTNER 06/2012 25-50%
SOKOLOFF, JONATHAN, DAVIS Individual THE SOKOLOFF FAMILY TRUST TRUSTEE 10/1997
EMERALD HOLDINGS I, LLC Domestic Entity EMERALD HOLDINGS II, L.P. GENERAL PARTNER 08/2016
THE SOKOLOFF FAMILY TRUST Domestic Entity EMERALD HOLDINGS I, LLC MEMBER 05/2012 25-50%
THE DANHAKL REVOCABLE TRUST Domestic Entity EMERALD HOLDINGS I, LLC MEMBER 05/2012 25-50%
PERIDOT COINVEST MANAGER LLC Domestic Entity GEI VIII MW BLOCKER LLC MANAGER 04/2021
BICKNELL, MARTIN, CHRISTOPHER Individual – CHIEF EXECUTIVE OFFICER 09/2022 < 5%
BICKNELL, CHERYL, RENEE Individual – CHIEF OPERATING OFFICER 09/2022 < 5%
POE, JEFFREY, ALLEN Individual – CHIEF FINANCIAL OFFICER 09/2022 < 5%
MARINER ADVISOR NETWORK, LLC Domestic Entity MARINER PLATFORM SOLUTIONS MANAGING MEMBER 03/2023 > 75%
LGP FEEDER, L.P. Domestic Entity LEONARD GREEN & PARTNERS, L.P. LIMITED PARTNER 11/2022 50-75%
BICKNELL, MARTIN, CHRISTOPHER Individual MWA HOLDCO, LLC ELECTED MANAGER 07/2021
BICKNELL, CHERYL, RENEE Individual MWA HOLDCO, LLC ELECTED MANAGER 07/2021
HENSON, GARY, PAUL Individual MWA HOLDCO, LLC ELECTED MANAGER 07/2021
SOKOLOFF, JONATHAN, DAVIS Individual MWA HOLDCO, LLC ELECTED MANAGER 07/2021
SEIFFER, JONATHAN, ADAM Individual MWA HOLDCO, LLC ELECTED MANAGER 07/2021
AUGUSTINE, HEATHER, DAWN Individual – CHIEF COMPLIANCE OFFICER 03/2024 < 5%
HANAU, JENNIFER, LEIGH Individual – NATIONAL MANAGING DIRECTOR 01/2024 < 5%

No. Employees, Historic

30015002019202020212022202320242025250 on 4/26/2019250 on 9/12/2019250 on 10/8/2019250 on 10/30/2019250 on 2/5/2020250 on 2/24/2020250 on 3/30/2020250 on 4/8/2020250 on 4/8/2020250 on 5/22/2020250 on 5/27/2020250 on 6/19/2020250 on 8/4/2020250 on 8/18/2020250 on 9/15/2020250 on 10/1/2020250 on 10/14/2020250 on 10/21/2020250 on 11/3/2020250 on 12/3/2020250 on 12/4/2020250 on 2/3/2021250 on 2/19/2021250 on 2/23/2021250 on 3/11/2021208 on 3/31/2021208 on 4/6/2021208 on 5/4/2021208 on 5/6/2021208 on 5/13/2021208 on 6/1/2021208 on 6/2/2021208 on 7/1/2021208 on 9/2/2021208 on 9/23/2021208 on 11/3/2021208 on 12/23/2021208 on 2/9/2022208 on 2/22/2022208 on 3/2/2022208 on 3/9/2022208 on 3/14/2022237 on 3/30/2022237 on 5/2/2022237 on 6/27/2022237 on 8/1/2022237 on 8/25/2022237 on 9/15/2022237 on 11/15/2022237 on 2/15/2023237 on 3/3/2023237 on 3/29/2023237 on 4/26/2023237 on 5/15/2023237 on 8/9/2023237 on 8/29/2023237 on 11/6/2023237 on 11/7/2023237 on 11/7/2023237 on 12/15/2023237 on 1/4/2024184 on 3/22/2024

RAUM, Historic

9B5B020192020202120222023202420253616724133 on 4/26/20193616724133 on 9/12/20193616724133 on 10/8/20193616724133 on 10/30/20193616724133 on 2/5/20203616724133 on 2/24/20204541006252 on 3/30/20204541006252 on 4/8/20204541006252 on 4/8/20204541006252 on 5/22/20204541006252 on 5/27/20204541006252 on 6/19/20204541006252 on 8/4/20204541006252 on 8/18/20204541006252 on 9/15/20204541006252 on 10/1/20204541006252 on 10/14/20204541006252 on 10/21/20204541006252 on 11/3/20204541006252 on 12/3/20204541006252 on 12/4/20204541006252 on 2/3/20214541006252 on 2/19/20214541006252 on 2/23/20214541006252 on 3/11/20216375508664 on 3/31/20216375508664 on 4/6/20216375508664 on 5/4/20216375508664 on 5/6/20216375508664 on 5/13/20216375508664 on 6/1/20216375508664 on 6/2/20216375508664 on 7/1/20216375508664 on 9/2/20216375508664 on 9/23/20216375508664 on 11/3/20216375508664 on 12/23/20216375508664 on 2/9/20226375508664 on 2/22/20226375508664 on 3/2/20226375508664 on 3/9/20226375508664 on 3/14/20226616498087 on 3/30/20226616498087 on 5/2/20226616498087 on 6/27/20226616498087 on 8/1/20226616498087 on 8/25/20226616498087 on 9/15/20226616498087 on 11/15/20226616498087 on 2/15/20236616498087 on 3/3/20236257201836 on 3/29/20236257201836 on 4/26/20236257201836 on 5/15/20236257201836 on 8/9/20236257201836 on 8/29/20236257201836 on 11/6/20236257201836 on 11/7/20236257201836 on 11/7/20236257201836 on 12/15/20236257201836 on 1/4/20248146610014 on 3/22/2024

No. Clients, Historic

30,00015,0000201920202021202220232024202520013 on 4/26/201920013 on 9/12/201920013 on 10/8/201920013 on 10/30/201920013 on 2/5/202020013 on 2/24/202023307 on 3/30/202023307 on 4/8/202023307 on 4/8/202023307 on 5/22/202023307 on 5/27/202023307 on 6/19/202023307 on 8/4/202023307 on 8/18/202023307 on 9/15/202023307 on 10/1/202023307 on 10/14/202023307 on 10/21/202023307 on 11/3/202023307 on 12/3/202023307 on 12/4/202023307 on 2/3/202123307 on 2/19/202123307 on 2/23/202123307 on 3/11/202125216 on 3/31/202125216 on 4/6/202125216 on 5/4/202125216 on 5/6/202125216 on 5/13/202125216 on 6/1/202125216 on 6/2/202125216 on 7/1/202125216 on 9/2/202125216 on 9/23/202125216 on 11/3/202125216 on 12/23/202125216 on 2/9/202225216 on 2/22/202225216 on 3/2/202225216 on 3/9/202225216 on 3/14/202224579 on 3/30/202224579 on 5/2/202224579 on 6/27/202224579 on 8/1/202224579 on 8/25/202224579 on 9/15/202224579 on 11/15/202224579 on 2/15/202324579 on 3/3/202324608 on 3/29/202324608 on 4/26/202324608 on 5/15/202324608 on 8/9/202324608 on 8/29/202324608 on 11/6/202324608 on 11/7/202324608 on 11/7/202324608 on 12/15/202324608 on 1/4/202417173 on 3/22/2024

Holdings

From latest 13F, filed November 10th, 2022 for period ending September 30th, 2022
Name Class Value $USD # Shares Private Fund
APPLE INC COM 141K 1M –
SPDR S&P 500 ETF TR TR UNIT 75K 211K –
INVESCO QQQ TR UNIT SER 1 69K 260K –
MICROSOFT CORP COM 48K 205K –
SPDR SER TR PORTFOLIO S&P500 45K 1M –
SPDR SER TR PRTFLO S&P500 VL 41K 1M –
AMAZON COM INC COM 41K 362K –
TESLA INC COM 36K 134K –
ISHARES TR CORE S&P500 ETF 35K 98K –
FIRST TR VALUE LINE DIVID IN SHS 28K 770K –
VANGUARD SPECIALIZED FUNDS DIV APP ETF 26K 191K –
ISHARES TR CORE S&P TTL STK 25K 315K –
INVESCO ACTIVELY MANAGED ETF ULTRA SHRT DUR 24K 492K –
SPDR SER TR PRTFLO S&P500 GW 23K 464K –
SELECT SECTOR SPDR TR SBI CONS STPLS 22K 324K –
FIRST TR EXCHANGE-TRADED FD FIRST TR ENH NEW 22K 364K –
FIRST TR EXCHANGE-TRADED FD CAP STRENGTH ETF 21K 316K –
ALPHABET INC CAP STK CL A 20K 208K –
VISA INC COM CL A 19K 109K –
SPDR SER TR S&P DIVID ETF 19K 174K –
VANGUARD INDEX FDS TOTAL STK MKT 19K 103K –
SPDR SER TR BLOOMBERG 1-3 MO 18K 191K –
VANGUARD INDEX FDS VALUE ETF 17K 140K –
ARK ETF TR INNOVATION ETF 17K 450K –
FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 17K 431K –
CHEVRON CORP NEW COM 17K 116K –
INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF 16K 150K –
VANGUARD INDEX FDS S&P 500 ETF SHS 16K 50K –
ISHARES TR RUS 1000 GRW ETF 16K 78K –
ISHARES TR MSCI USA MIN VOL 16K 243K –
SPDR SER TR PORTFOLIO SH TSR 16K 543K –
VANGUARD WHITEHALL FDS HIGH DIV YLD 16K 164K –
VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 16K 74K –
ALPHABET INC CAP STK CL C 15K 159K –
BERKSHIRE HATHAWAY INC DEL CL B NEW 14K 54K –
COSTCO WHSL CORP NEW COM 13K 28K –
FIRST TR EXCHANGE-TRADED FD NAS CLNEDG GREEN 13K 226K –
SELECT SECTOR SPDR TR SBI MATERIALS 13K 187K –
SPDR SER TR PORTFOLIO SHORT 13K 432K –
VANGUARD WORLD FDS HEALTH CAR ETF 12K 55K –
VANGUARD WORLD FDS INF TECH ETF 12K 40K –
NVIDIA CORPORATION COM 12K 98K –
SELECT SECTOR SPDR TR TECHNOLOGY 12K 100K –
VANGUARD INDEX FDS GROWTH ETF 12K 56K –
JANUS DETROIT STR TR HENDRSON AAA CL 12K 242K –
DIMENSIONAL ETF TRUST US CORE EQUITY 2 12K 527K –
INVESCO EXCH TRADED FD TR II PURBTA 0 5 YR 12K 474K –
WISDOMTREE TR US QTLY DIV GRT 11K 211K –
JOHNSON & JOHNSON COM 11K 69K –
DISNEY WALT CO COM 11K 112K –
ISHARES TR CORE S&P MCP ETF 10K 46K –
PACER FDS TR US CASH COWS 100 10K 240K –
SPDR SER TR PORTFOLI S&P1500 10K 218K –
WISDOMTREE TR FLOATNG RAT TREA 9K 182K –
MASTERCARD INCORPORATED CL A 9K 32K –
INVESCO EXCH TRD SLF IDX FD RUSL 1000 DYNM 9K 230K –
SPDR SER TR SPDR S&P 500 ETF 9K 102K –
J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 9K 177K –
PROCTER AND GAMBLE CO COM 9K 69K –
HOME DEPOT INC COM 9K 31K –
VANGUARD INDEX FDS SMALL CP ETF 8K 49K –
ISHARES TR ESG AWR MSCI USA 8K 106K –
ISHARES TR TIPS BD ETF 8K 76K –
INVESCO EXCH TRADED FD TR II S&P 500 REVENUE 8K 118K –
VERIZON COMMUNICATIONS INC COM 8K 205K –
SELECT SECTOR SPDR TR SBI INT-UTILS 8K 118K –
SELECT SECTOR SPDR TR ENERGY 8K 106K –
EXXON MOBIL CORP COM 8K 86K –
SELECT SECTOR SPDR TR SBI HEALTHCARE 7K 62K –
INVESCO ACTIVELY MANAGED ETF S&P500 DOWNSID 7K 212K –
VANGUARD BD INDEX FDS TOTAL BND MRKT 7K 100K –
ISHARES TR 20 YR TR BD ETF 7K 69K –
SCHWAB STRATEGIC TR US LCAP GR ETF 7K 126K –
NUVEEN CA QUALTY MUN INCOME COM 7K 641K –
PFIZER INC COM 7K 157K –
INVESCO EXCHANGE TRADED FD T DIVID ACHIEVEV 7K 209K –
FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 7K 141K –
SELECT SECTOR SPDR TR FINANCIAL 7K 219K –
FIRST TR EXCHNG TRADED FD VI CBOE VEST FD DEP 7K 348K –
VANGUARD INDEX FDS MID CAP ETF 7K 35K –
VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 7K 114K –
MCDONALDS CORP COM 7K 28K –
SPDR GOLD TR GOLD SHS 6K 41K –
MERCK & CO INC COM 6K 73K –
SELECT SECTOR SPDR TR SBI INT-INDS 6K 75K –
PROSHARES TR S&P 500 DV ARIST 6K 77K –
ISHARES TR S&P 500 GRWT ETF 6K 107K –
ABBVIE INC COM 6K 46K –
ISHARES TR RUS 1000 VAL ETF 6K 45K –
FIRST TR EXCHNG TRADED FD VI TCW OPPORTUNIS 6K 141K –
TARGET CORP COM 6K 41K –
SPDR INDEX SHS FDS PORTFLI MSCI GBL 6K 141K –
SPDR SER TR PORTFLI INTRMDIT 6K 214K –
SPDR SER TR S&P 600 SML CAP 6K 79K –
BOEING CO COM 6K 49K –
ISHARES TR CORE S&P SCP ETF 6K 68K –
META PLATFORMS INC CL A 6K 43K –
FIRST TR EXCHNG TRADED FD VI TCW UNCONSTRAI 6K 245K –
AMERICAN CENTY ETF TR US SML CP VALU 6K 88K –
SPDR DOW JONES INDL AVERAGE UT SER 1 6K 20K –
SPDR SER TR PORTFOLIO S&P400 6K 150K –
UNITEDHEALTH GROUP INC COM 6K 11K –
ISHARES TR CORE TOTAL USD 6K 128K –
WALMART INC COM 6K 43K –
SELECT SECTOR SPDR TR SBI CONS DISCR 6K 39K –
SSGA ACTIVE ETF TR BLACKSTONE SENR 6K 136K –
INVESCO EXCH TRD SLF IDX FD BULSHS 2023 HY 6K 242K –
ISHARES TR US TREAS BD ETF 5K 241K –
TWO RDS SHARED TR LEASERSHS ALPHAF 5K 170K –
NETFLIX INC COM 5K 23K –
AMGEN INC COM 5K 23K –
INVESCO EXCH TRD SLF IDX FD BULSHS 2022 HY 5K 237K –
ISHARES TR CALIF MUN BD ETF 5K 95K –
CRESTWOOD EQUITY PARTNERS LP UNIT LTD PARTNER 5K 186K –
HARTFORD FDS EXCHANGE TRADED TOTAL RTRN ETF 5K 158K –
SALESFORCE INC COM 5K 35K –
LOCKHEED MARTIN CORP COM 5K 13K –
GOLDMAN SACHS ETF TR ACTIVEBETA US LG 5K 71K –
COCA COLA CO COM 5K 89K –
SPDR SER TR PORTFOLIO LN TSR 5K 167K –
ENTERPRISE PRODS PARTNERS L COM 5K 207K –
PEPSICO INC COM 5K 30K –
ISHARES TR CORE US AGGBD ET 5K 50K –
ISHARES TR SELECT DIVID ETF 5K 45K –
INVESCO EXCH TRADED FD TR II PURBETA US AGG 5K 221K –
THE TRADE DESK INC COM CL A 5K 79K –
VANGUARD INDEX FDS LARGE CAP ETF 5K 29K –
SCHWAB STRATEGIC TR SCHWAB FDT US LG 5K 98K –
INVESCO EXCH TRADED FD TR II S&P SMALLCAP 600 5K 47K –
ISHARES TR EXPND TEC SC ETF 5K 16K –
BROADCOM INC COM 4K 10K –
INVESCO EXCH TRADED FD TR II CALIF AMT MUN 4K 188K –
EATON VANCE TAX-MANAGED BUY- COM 4K 329K –
SPDR SER TR PORTFOLIO AGRGTE 4K 171K –
PAYPAL HLDGS INC COM 4K 48K –
INVESCO EXCHANGE TRADED FD T BUYBACK ACHIEV 4K 56K –
TWO RDS SHARED TR LDRSHS ALPFACT 4K 152K –
SPDR SER TR PORTFOLIO S&P600 4K 120K –
INVESCO EXCH TRADED FD TR II S&P SMLCP LOW 4K 99K –
JPMORGAN CHASE & CO COM 4K 38K –
CISCO SYS INC COM 4K 99K –
ISHARES TR S&P SML 600 GWT 4K 39K –
BRISTOL-MYERS SQUIBB CO COM 4K 55K –
ISHARES TR PFD AND INCM SEC 4K 121K –
FS KKR CAP CORP COM 4K 226K –
SPDR SER TR BLOOMBERG SHT TE 4K 157K –
SELECT SECTOR SPDR TR RL EST SEL SEC 4K 103K –
CATERPILLAR INC COM 4K 22K –
INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 4K 63K –
WISDOMTREE TR ITL HIGH DIV FD 4K 117K –
TWO RDS SHARED TR LEADERSHARES EQT 4K 132K –
INVESCO EXCH TRD SLF IDX FD BULSHS 2024 CB 4K 172K –
SPDR INDEX SHS FDS MSCI EAFE STRTGC 3K 62K –
ISHARES TR RUSSELL 2000 ETF 3K 21K –
SHOPIFY INC CL A 3K 127K –
WISDOMTREE TR ITL HDG QTLY DIV 3K 95K –
INVESCO EXCH TRD SLF IDX FD RAFI STRG US SML 3K 113K –
ISHARES TR US HLTHCR PR ETF 3K 13K –
STARBUCKS CORP COM 3K 40K –
GLOBAL X FDS AUTONMOUS EV ETF 3K 168K –
INVESCO EXCH TRADED FD TR II S&P MIDCP LOW 3K 68K –
INTEL CORP COM 3K 125K –
CALAMOS CONV & HIGH INCOME F COM SHS 3K 318K –
INVESCO EXCH TRD SLF IDX FD BULSHS 2023 CB 3K 154K –
UNITED PARCEL SERVICE INC CL B 3K 20K –
BK OF AMERICA CORP COM 3K 104K –
ISHARES U S ETF TR BLACKROCK ST MAT 3K 64K –
VANGUARD WORLD FDS CONSUM DIS ETF 3K 13K –
ENPHASE ENERGY INC COM 3K 11K –
DUKE ENERGY CORP NEW COM NEW 3K 33K –
ISHARES TR MSCI USA QLT FCT 3K 29K –
FIRST TR EXCHANGE-TRADED FD DORSEY WRT 5 ETF 3K 74K –
J P MORGAN EXCHANGE TRADED F INTERNL GWT 3K 64K –
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 3K 83K –
AT&T INC COM 3K 194K –
SPDR SER TR NUVEEN BLMBRG MU 3K 67K –
PIMCO ETF TR ACTIVE BD ETF 3K 32K –
PACER FDS TR PACER US SMALL 3K 89K –
SCHWAB STRATEGIC TR US DIVIDEND EQ 3K 44K –
FIRST TR EXCHANGE TRAD FD VI FST TR GLB FD 3K 114K –
SCHWAB STRATEGIC TR SCHWAB FDT US SC 3K 67K –
SPDR SER TR BLOOMBERG INVT 3K 93K –
NIKE INC CL B 3K 34K –
GLOBAL X FDS CYBRSCURTY ETF 3K 117K –
VANGUARD BD INDEX FDS SHORT TRM BOND 3K 37K –
WISDOMTREE TR US TOTAL DIVIDND 3K 50K –
INVESCO EXCH TRADED FD TR II TREAS COLATERL 3K 26K –
TWO RDS SHARED TR LEADERSHS ACTIVI 3K 101K –
VANGUARD ADMIRAL FDS INC SMLLCP 600 IDX 3K 17K –
PRINCIPAL EXCHANGE TRADED FD SPECTRUM PFD 3K 156K –
HARTFORD FDS EXCHANGE TRADED MUN OPORTUNITE 3K 71K –
VANGUARD MUN BD FDS TAX EXEMPT BD 3K 53K –
WELLS FARGO CO NEW COM 3K 63K –
SCHWAB STRATEGIC TR US MID-CAP ETF 3K 42K –
SPDR INDEX SHS FDS PORTFOLIO DEVLPD 3K 97K –
EXCHANGE TRADED CONCEPTS TR ROBO GLB ETF 3K 61K –
FIRST TR EXCH TRADED FD III MANAGD MUN ETF 2K 51K –
CVS HEALTH CORP COM 2K 26K –
ISHARES TR MBS ETF 2K 27K –
QUALCOMM INC COM 2K 21K –
CROWDSTRIKE HLDGS INC CL A 2K 15K –
FIRST TR EXCHANGE-TRADED FD DJ INTERNT IDX 2K 19K –
PHILIP MORRIS INTL INC COM 2K 29K –
NEXTERA ENERGY INC COM 2K 30K –
NUVEEN CALIFORNIA AMT QLT MU COM 2K 200K –
FIRST TR EXCHANGE TRADED FD ENERGY ALPHADX 2K 150K –
CROWN CASTLE INC COM 2K 16K –
ISHARES TR EAFE GRWTH ETF 2K 32K –
ISHARES TR EAFE VALUE ETF 2K 60K –
ISHARES TR MSCI ACWI EXUS 2K 86K –
BLACKSTONE MTG TR INC COM CL A 2K 98K –
GILEAD SCIENCES INC COM 2K 37K –
HONEYWELL INTL INC COM 2K 14K –
GENERAL MLS INC COM 2K 29K –
CROSSAMERICA PARTNERS LP UT LTD PTN INT 2K 121K –
RAYTHEON TECHNOLOGIES CORP COM 2K 27K –
WISDOMTREE TR US HIGH DIVIDEND 2K 29K –
WISDOMTREE TR INTRST RATE HDGE 2K 48K –
BLOCK INC CL A 2K 39K –
MILLER HOWARD HIGH INC EQTY COM SHS BEN IN 2K 236K –
SPDR SER TR S&P 600 SMCP VAL 2K 32K –
FIRST TR EXCHANGE TRADED FD UTILITIES ALPH 2K 69K –
ISHARES TR CORE MSCI EAFE 2K 40K –
KKR & CO INC 6% MCONV PFD C 2K 39K –
ISHARES TR FLTG RATE NT ETF 2K 42K –
PIMCO ETF TR ENHAN SHRT MA AC 2K 21K –
FIRST TR EXCHANGE TRADED FD NASDAQ CYB ETF 2K 54K –
FRANKLIN TEMPLETON ETF TR US LRG CP MLTFCT 2K 56K –
ADVANCED MICRO DEVICES INC COM 2K 33K –
FIRST TR EXCHANGE-TRADED FD SENIOR LN FD 2K 47K –
LATTICE STRATEGIES TR HARTFORD MLT ETF 2K 93K –
LOWES COS INC COM 2K 11K –
SCHWAB STRATEGIC TR SHT TM US TRES 2K 42K –
VANGUARD WORLD FD MEGA GRWTH IND 2K 11K –
COMCAST CORP NEW CL A 2K 68K –
SOFI TECHNOLOGIES INC COM 2K 409K –
INVESCO EXCHANGE TRADED FD T S&P 500 GARP ETF 2K 26K –
BROOKFIELD RENEWABLE PARTNER PARTNERSHIP UNIT 2K 63K –
WP CAREY INC COM 2K 28K –
INVESCO EXCH TRADED FD TR II S&P500 HDL VOL 2K 50K –
ABBOTT LABS COM 2K 20K –
ALTRIA GROUP INC COM 2K 48K –
ARK ETF TR GENOMIC REV ETF 2K 59K –
ISHARES TR MSCI EMG MKT ETF 2K 55K –
KIMBERLY-CLARK CORP COM 2K 17K –
VANGUARD STAR FDS VG TL INTL STK F 2K 42K –
FORD MTR CO DEL COM 2K 169K –
DOMINION ENERGY INC COM 2K 27K –
ISHARES TR MSCI USA MMENTM 2K 14K –
ARK ETF TR NEXT GNRTN INTER 2K 41K –
FIRST TR EXCH TRADED FD III SHRT DUR MNG MUN 2K 97K –
ISHARES TR S&P 500 VAL ETF 2K 15K –
WISDOMTREE TR EM EX ST-OWNED 2K 76K –
CONOCOPHILLIPS COM 2K 18K –
VANGUARD WORLD FDS CONSUM STP ETF 2K 11K –
GLOBAL X FDS NASDAQ 100 COVER 2K 117K –
ZYMEWORKS INC COM 2K 296K –
ISHARES TR IBOXX INV CP ETF 2K 18K –
INVESCO EXCHANGE TRADED FD T DYNMC LEISURE 2K 52K –
ISHARES TR GLOBAL TECH ETF 2K 43K –
DIMENSIONAL ETF TRUST WORLD EX US CORE 2K 96K –
FORTINET INC COM 2K 36K –
ISHARES TR CONV BD ETF 2K 26K –
NEXTERA ENERGY INC UNIT 09/01/2023 2K 37K –
GLOBAL X FDS RBTCS ARTFL INTE 2K 98K –
INVESCO EXCH TRD SLF IDX FD RUSL 2000 DYNM 2K 56K –
ORACLE CORP COM 2K 29K –
ISHARES INC CORE MSCI EMKT 2K 41K –
ISHARES TR US AER DEF ETF 2K 19K –
INTERNATIONAL BUSINESS MACHS COM 2K 15K –
ISHARES TR MORNINGSTAR GRWT 2K 36K –
GOLDMAN SACHS ETF TR ACTIVEBETA EME 2K 67K –
REALTY INCOME CORP COM 2K 30K –
VANECK ETF TRUST MRNGSTR WDE MOAT 2K 28K –
INVESCO EXCH TRD SLF IDX FD BULSHS 2022 CB 2K 78K –
ISHARES TR CORE HIGH DV ETF 2K 18K –
SPDR SER TR PORTFLI TIPS ETF 2K 65K –
FIRST TR EXCHANGE TRADED FD INDXX NEXTG ETF 2K 29K –
BLACKSTONE INC COM 2K 19K –
ISHARES TR U.S. TECH ETF 2K 22K –
APPLIED MATLS INC COM 2K 20K –
LATTICE STRATEGIES TR HARTFORD MLT SML 2K 50K –
ENBRIDGE INC COM 2K 44K –
WELLTOWER INC COM 2K 25K –
VANGUARD WORLD FDS COMM SRVC ETF 2K 20K –
COHEN & STEERS QUALITY INCOM COM 2K 143K –
INVESCO EXCHANGE TRADED FD T S&P MDCP MOMNTUM 2K 23K –
GOLDMAN SACHS ETF TR ACTIVEBETA INT 2K 64K –
SPDR SER TR NUVEEN BLMBRG SH 2K 34K –
SYSCO CORP COM 2K 22K –
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 2K 23K –
PARAMOUNT GLOBAL CLASS B COM 2K 82K –
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 2K 35K –
ETSY INC COM 2K 15K –
EMERSON ELEC CO COM 2K 21K –
INVESCO EXCH TRADED FD TR II S&P ULTRA DIVIDE 2K 41K –
SCHWAB STRATEGIC TR INTL EQTY ETF 2K 54K –
INVESCO EXCH TRADED FD TR II S&P EMRNG MKTS 2K 72K –
ISHARES TR MSCI KLD400 SOC 2K 23K –
DBX ETF TR XTRACK MSCI EAFE 2K 45K –
FIRST TR NASDAQ 100 TECH IND SHS 2K 14K –
FRANKLIN TEMPLETON ETF TR FTSE EUROPE HG 2K 64K –
GLOBAL X FDS LITHIUM BTRY ETF 2K 23K –
INVESCO EXCH TRADED FD TR II NASDAQNXTGEN100 2K 68K –
INFINITY PHARMACEUTICALS INC COM 1K 1M –
SOUTHWEST AIRLS CO COM 1K 47K –
SEA LTD SPONSORD ADS 1K 26K –
ISHARES TR RUS MD CP GR ETF 1K 19K –
VANECK ETF TRUST INFLATION ALLOCA 1K 64K –
WISDOMTREE TR US MIDCAP DIVID 1K 38K –
NUSHARES ETF TR NUVEEN ESG US 1K 66K –
FIRST TR EXCHANGE-TRADED FD SMID RISNG ETF 1K 61K –
FIRST TR EXCH TRADED FD III LNG/SHT EQUITY 1K 30K –
JANUS DETROIT STR TR HENDRSN SHRT ETF 1K 29K –
SOUTHERN CO COM 1K 20K –
PAYCHEX INC COM 1K 12K –
GLOBAL X FDS US INFR DEV ETF 1K 59K –
TAKE-TWO INTERACTIVE SOFTWAR COM 1K 12K –
INVESCO EXCHANGE TRADED FD T S&P500 QUALITY 1K 34K –
ISHARES TR MSCI EAFE MIN VL 1K 24K –
ISHARES TR CORE DIV GRWTH 1K 30K –
FIRST TR NAS100 EQ WEIGHTED SHS 1K 16K –
FIRST TR EXCH TRADED FD III PFD SECS INC ETF 1K 81K –
ISHARES TR US OIL GS EX ETF 1K 16K –
NUVEEN REAL ESTATE INCOME FD COM 1K 174K –
SCHWAB STRATEGIC TR US TIPS ETF 1K 26K –
ISHARES INC MSCI EMERG MRKT 1K 26K –
AIRBNB INC COM CL A 1K 12K –
ISHARES TR USD INV GRDE ETF 1K 27K –
AMERICAN CENTY ETF TR AVANTIS CORE FI 1K 31K –
ISHARES TR MSCI USA ESG SLC 1K 17K –
ISHARES TR MRGSTR MD CP GRW 1K 24K –
UBER TECHNOLOGIES INC COM 1K 46K –
J P MORGAN EXCHANGE TRADED F US QUALTY FCTR 1K 35K –
ISHARES TR CORE S&P US VLU 1K 20K –
KINDER MORGAN INC DEL COM 1K 73K –
3M CO COM 1K 11K –
FREEPORT-MCMORAN INC CL B 1K 44K –
SKYWORKS SOLUTIONS INC COM 1K 14K –
NEWMONT CORP COM 1K 28K –
ISHARES TR CORE S&P US GWT 1K 14K –
PROSPECT CAP CORP COM 1K 184K –
NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 1K 16K –
ISHARES TR RUS MID CAP ETF 1K 18K –
SELECT SECTOR SPDR TR COMMUNICATION 1K 23K –
ISHARES TR S&P MC 400GR ETF 1K 18K –
VANGUARD INDEX FDS REAL ESTATE ETF 1K 14K –
VANGUARD WORLD FD MEGA CAP VAL ETF 1K 12K –
TWO RDS SHARED TR LEADERSHARES DY 1K 51K –
ISHARES TR NORTH AMERN NAT 1K 32K –
LATTICE STRATEGIES TR HARTFORD US EQTY 1K 31K –
ISHARES TR FALN ANGLS USD 1K 45K –
VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 1K 22K –
HANNON ARMSTRONG SUST INFR C COM 1K 36K –
SPDR SER TR S&P 400 MDCP VAL 1K 18K –
ISHARES TR RUS TOP 200 ETF 1K 12K –
ISHARES TR ISHS 5-10YR INVT 1K 21K –
PHILLIPS 66 COM 1K 13K –
VANGUARD SCOTTSDALE FDS INT-TERM CORP 1K 13K –
TJX COS INC NEW COM 1K 16K –
BLACKROCK MUNIHLDNGS CALI QL COM 1K 95K –
ISHARES TR IBOXX HI YD ETF 1K 14K –
VANECK ETF TRUST FALLEN ANGEL HG 1K 38K –
SPDR SER TR BBG CONV SEC ETF 1K 16K –
FIRST TR MORNINGSTAR DIVID L SHS 1K 31K –
MEDTRONIC PLC SHS 996 12K –
SPDR SER TR S&P BIOTECH 992 13K –
BGC PARTNERS INC CL A 987 314K –
ISHARES S&P GSCI COMMODITY- UNIT BEN INT 978 48K –
AMERICAN ELEC PWR CO INC COM 977 11K –
DIMENSIONAL ETF TRUST CORE FIXED INCOM 972 24K –
ROYAL GOLD INC COM 968 10K –
ARES CAPITAL CORP COM 966 57K –
INVESCO EXCH TRD SLF IDX FD BULSHS 2024 HY 966 45K –
FIRST TR EXCHANGE TRADED FD INTL EQUITY OPP 963 27K –
SPDR SER TR SSGA GNDER ETF 961 13K –
SPIRIT RLTY CAP INC NEW COM NEW 952 26K –
VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 950 14K –
SPDR SER TR PORTFOLIO CRPORT 945 34K –
INVESCO ACTIVELY MANAGED ETF TOTAL RETURN 945 21K –
FIVE STAR BANCORP COM 941 33K –
ARCHER DANIELS MIDLAND CO COM 935 12K –
ACADEMY SPORTS & OUTDOORS IN COM 931 22K –
ISHARES TR 1 3 YR TREAS BD 930 11K –
COLGATE PALMOLIVE CO COM 927 13K –
ISHARES TR ISHS 1-5YR INVS 923 19K –
CVB FINL CORP COM 921 36K –
FIRST TR EXCHANGE TRADED FD CLOUD COMPUTING 921 15K –
ISHARES TR U.S. MED DVC ETF 915 19K –
MOSAIC CO NEW COM 912 19K –
CLOUDFLARE INC CL A COM 909 16K –
US BANCORP DEL COM NEW 903 22K –
SPDR INDEX SHS FDS S&P GBLINF ETF 893 19K –
SCHWAB STRATEGIC TR US LCAP VA ETF 885 15K –
SCHWAB STRATEGIC TR INT-TRM U.S TRES 880 18K –
ISHARES TR SP SMCP600VL ETF 879 11K –
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 876 24K –
CONSOLIDATED EDISON INC COM 873 10K –
DIMENSIONAL ETF TRUST US EQUITY ETF 860 22K –
ISHARES TR U.S. INSRNCE ETF 859 11K –
ISHARES TR ESG AW MSCI EAFE 852 15K –
ACTIVISION BLIZZARD INC COM 851 11K –
GLOBAL X FDS GBL X BLOCKCHAIN 848 145K –
VANECK ETF TRUST GOLD MINERS ETF 825 34K –
AMERICAN CENTY ETF TR DIVERSIFIED MU 825 17K –
GLOBAL X FDS US PFD ETF 823 40K –
TWITTER INC COM 821 19K –
ALASKA AIR GROUP INC COM 819 21K –
ISHARES TR U.S. FINLS ETF 815 12K –
ISHARES TR INTL SEL DIV ETF 808 36K –
GLOBAL X FDS RUSSELL 2000 801 43K –
MGM RESORTS INTERNATIONAL COM 799 27K –
AMPHENOL CORP NEW CL A 796 12K –
FIRST TR EXCHANGE-TRADED FD DORSEY WRIGHT 784 49K –
EXP WORLD HLDGS INC COM 770 69K –
ISHARES TR MSCI EAFE ETF 770 14K –
SPDR SER TR S&P 400 MDCP GRW 768 13K –
FIRST TR EXCHANGE-TRADED FD NASD TECH DIV 763 17K –
FRANKLIN TEMPLETON ETF TR US LOW VOLATILIT 762 18K –
PROSHARES TR PSHS ULTRA QQQ 753 21K –
WISDOMTREE TR INTL EQUITY FD 750 19K –
ISHARES SILVER TR ISHARES 749 43K –
SPDR SER TR PORTFLI HIGH YLD 742 34K –
INNOVATOR ETFS TR US EQTY PWR BUF 737 27K –
ISHARES TR GNMA BOND ETF 715 17K –
BARINGS BDC INC COM 705 85K –
MONDELEZ INTL INC CL A 694 13K –
J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL 693 14K –
SPDR SER TR PRTFLO S&P500 HI 674 19K –
D R HORTON INC COM 674 10K –
MEDICAL PPTYS TRUST INC COM 673 57K –
SPDR SER TR S&P REGL BKG 672 11K –
LITMAN GREGORY FDS TR IMGP DBI MANAGED 654 19K –
PG&E CORP COM 653 52K –
ISHARES TR CORE MSCI TOTAL 636 12K –
ISHARES TR US REGNL BKS ETF 630 13K –
PROSHARES TR SHRT RUSSELL2000 625 24K –
SCHWAB STRATEGIC TR US BRD MKT ETF 625 15K –
SCHLUMBERGER LTD COM STK 623 17K –
BP PLC SPONSORED ADR 622 22K –
SCHWAB STRATEGIC TR US LRG CAP ETF 612 14K –
SCHWAB STRATEGIC TR US SML CAP ETF 610 16K –
DOCUSIGN INC COM 610 11K –
EATON VANCE CALIF MUN BD FD COM 599 70K –
EBAY INC. COM 591 16K –
J P MORGAN EXCHANGE TRADED F BETABUILDERS EUR 586 15K –
ANNALY CAPITAL MANAGEMENT IN COM NEW 582 34K –
FIRST TR EXCHANGE-TRADED FD FIRST TR TA HIYL 579 15K –
MICRON TECHNOLOGY INC COM 574 11K –
SPDR SER TR PORT MTG BK ETF 570 27K –
IONIS PHARMACEUTICALS INC COM 563 13K –
ISHARES INC ESG AWR MSCI EM 560 20K –
INVESCO EXCH TRADED FD TR II PFD ETF 559 47K –
ALCOA CORP COM 553 16K –
VANECK ETF TRUST JUNIOR GOLD MINE 552 19K –
SPDR SER TR S&P BK ETF 551 12K –
PALANTIR TECHNOLOGIES INC CL A 550 68K –
DAVIS FUNDAMENTAL ETF TR SELECT US EQTY 549 22K –
MARVELL TECHNOLOGY INC COM 547 13K –
KKR & CO INC COM 547 13K –
SPDR SER TR S&P INS ETF 534 15K –
CSX CORP COM 532 20K –
AFFIRM HLDGS INC COM CL A 530 28K –
AMPLIFY ETF TR BLOCKCHAIN LDR 521 28K –
PGIM ETF TR PGIM ULTRA SH BD 519 11K –
DIMENSIONAL ETF TRUST US TARGETED VLU 517 13K –
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 517 11K –
OWL ROCK CAPITAL CORPORATION COM 516 50K –
ROBLOX CORP CL A 513 14K –
UNILEVER PLC SPON ADR NEW 512 12K –
PACER FDS TR TRENDP US LAR CP 509 14K –
INVESCO EXCH TRADED FD TR II S&P SMLCP ENGY 504 59K –
ABRDN TOTAL DYNAMIC DIVIDEND COM SH BEN INT 492 69K –
ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN 488 14K –
HP INC COM 487 20K –
ISHARES TR US INFRASTRUC 483 15K –
CLEVELAND-CLIFFS INC NEW COM 481 36K –
GLOBAL X FDS GLOBAL X URANIUM 480 24K –
AVID BIOSERVICES INC COM 476 25K –
SSGA ACTIVE ETF TR SPDR TR TACTIC 475 12K –
WISDOMTREE TR US SMALLCAP DIVD 472 18K –
ISHARES TR GL CLEAN ENE ETF 465 24K –
ELLINGTON FINANCIAL INC COM 459 40K –
WISDOMTREE TR EURO QTLY DIV GR 459 20K –
STMICROELECTRONICS N V NY REGISTRY 457 15K –
UGI CORP NEW COM 455 14K –
VANECK ETF TRUST VANECK SHRT MUNI 453 27K –
CERUS CORP COM 433 120K –
AEROJET ROCKETDYNE HLDGS INC COM 431 11K –
FIDELITY COVINGTON TRUST INT VL FCT ETF 429 24K –
ENERGY TRANSFER L P COM UT LTD PTN 418 38K –
FIRST TR EXCHANGE-TRADED FD SSI STRG ETF 417 13K –
NUVEEN CALIFORNIA MUNI VLU F COM STK 416 50K –
DIMENSIONAL ETF TRUST INTL CORE EQT MK 411 19K –
INNOVATOR ETFS TR US EQTY PWR BUF 407 15K –
ARK ETF TR FINTECH INNOVA 398 26K –
ISHARES U S ETF TR GSCI CMDTY STGY 396 11K –
DELTA AIR LINES INC DEL COM NEW 395 14K –
SEMTECH CORP COM 389 13K –
PACER FDS TR BNCHMRK INDSTR 389 11K –
INVESCO DB COMMDY INDX TRCK UNIT 387 16K –
PIMCO INCOME STRATEGY FD COM 384 48K –
NUSHARES ETF TR NUVEEN ESG LRGVL 382 12K –
INVESCO EXCHANGE TRADED FD T HIG YLD EQ DIV 374 20K –
UPSTART HLDGS INC COM 372 18K –
LUMEN TECHNOLOGIES INC COM 371 51K –
SPDR INDEX SHS FDS PORTFOLIO EMG MK 369 12K –
ZIM INTEGRATED SHIPPING SERV SHS 367 16K –
OMEGA HEALTHCARE INVS INC COM 363 12K –
GENERAL MTRS CO COM 361 11K –
DNP SELECT INCOME FD INC COM 355 34K –
ING GROEP N.V. SPONSORED ADR 346 41K –
NUVEEN AMT FREE MUN CR INC F COM 342 29K –
PIMCO DYNAMIC INCOME FD SHS 342 18K –
FIRST TR EXCHANGE TRADED FD DOW 30 EQL WGT 340 14K –
UNITED STATES STL CORP NEW COM 324 18K –
BLACKROCK SCIENCE & TECHNOLO SHS 319 11K –
KEYCORP COM 311 19K –
SPROTT PHYSICAL GOLD TR UNIT 309 24K –
STARWOOD PPTY TR INC COM 308 17K –
INDEPENDENCE RLTY TR INC COM 306 18K –
AMYRIS INC COM NEW 304 104K –
IOVANCE BIOTHERAPEUTICS INC COM 300 31K –
LUCID GROUP INC COM 299 21K –
LIBERTY ALL STAR EQUITY FD SH BEN INT 295 53K –
STANDARD LITHIUM LTD COM 290 67K –
UMPQUA HLDGS CORP COM 290 17K –
SIERRA BANCORP COM 289 15K –
TELADOC HEALTH INC COM 283 11K –
HEWLETT PACKARD ENTERPRISE C COM 267 22K –
PACER FDS TR DEVELOPED MRKT 267 12K –
ORCHARD THERAPEUTICS PLC SPON ADS 258 517K –
GLOBAL X FDS GLOBAL X SILVER 257 11K –
FIRST TR EXCHANGE-TRADED FD NO AMER ENERGY 257 10K –
VECTOR GROUP LTD COM 255 29K –
HECLA MNG CO COM 254 65K –
GLOBAL X FDS GLOBX SUPDV US 253 14K –
ETFIS SER TR I VIRTUS NEWFLEET 253 12K –
WARNER BROS DISCOVERY INC COM SER A 249 22K –
DBX ETF TR XTRACK MSCI EMRG 249 12K –
PHYSICIANS RLTY TR COM 248 17K –
SPDR SER TR BLOOMBERG 1 10 Y 245 13K –
BARRICK GOLD CORP COM 244 16K –
FLEXSHARES TR IBOXX 3R TARGT 244 10K –
EVERI HLDGS INC COM 241 15K –
SUNPOWER CORP COM 236 10K –
ENOVIX CORPORATION COM 234 13K –
BLACKROCK ENHANCED GLOBAL DI COM 224 25K –
VERMILION ENERGY INC COM 221 10K –
OLD REP INTL CORP COM 220 11K –
NORDSTROM INC COM 219 13K –
ROBINHOOD MKTS INC COM CL A 212 21K –
JOHN HANCOCK HEDGED EQUITY & COM 212 18K –
FIRST TR EXCHANGE TRADED FD DJ INTL INTRNT 202 10K –
FIRST TR MLP & ENERGY INCOM COM 200 28K –