CREATIVE FINANCIAL DESIGNS, INC.
Adviser information for CREATIVE FINANCIAL DESIGNS, INC. last updated from Form ADV on March 25th, 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 | Corporation |
---|---|
Fiscal Year End | DECEMBER |
Legal Location | Indiana, United States |
Employees
Total Number of Employees | 152 |
---|---|
Investment Advisory/Research | 152 |
Registered Broker-Dealer Representatives | 140 |
Registered State Investment Advisers | 149 |
Licensed Agents of an Insurance Company | 79 |
No. of Firms/People that Solicit Clients | 2 |
RAUM
Provides Management of Securities Portfolios | Yes |
---|
Type | Accounts | RAUM |
---|---|---|
Discretionary | 12,355 | $2.1B |
Non-Discretionary | 22 | $5.8M |
Total | 12,377 | $2.1B |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 8,413 | $1.6B |
HNW Individuals | 295 | $505.2M |
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 | 7 | $21.5M |
Charitable organizations | 8 | $4.7M |
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 | 0 | $0 |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 140 |
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 clientsEducational seminars/workshops |
---|---|
Compensation | % of AUMHourly chargesSubscription feesFixed fees |
Principal Office
2704 S GOYER RDKOKOMO
IN
United States
Monday - Friday, 8:00AM - 5:00PM
Tel: 765-453-9600, Fax: 866-937-7087
Chief Compliance Officer
MATTHEW BAHRENBURG
CHIEF COMPLIANCE OFFICER
2704 S GOYER RD
KOKOMO
IN
United States
Tel:
765.453.9600
Fax:
866-937-7087
M*****************@*****************M
(Full email address available in API data)
Regulatory Contact
KREGG ROOZE
MANAGED ACCOUNTS DIRECTOR
2704 S GOYER RD
KOKOMO
IN
United States
Tel:
765.453.9600
Fax:
866-937-0589
K**********@***************************M
(Full email address available in API data)
Industry Affiliates
CFD INSURANCE PLANNERS, INC. | Insurance company or agency |
CFD INVESTMENTS, INC. | Broker-dealer, municipal securities dealer, or gov securities broker or dealerInsurance company or agency |
CFD REALTY, INC. | Real estate broker or dealer |
CFD TAX PREPARATION AND BOOKING SERVICES, INC. | Accountant or accounting firm |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|
None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
OWENS, BRENT, ANTHONY | Individual | – | PRESIDENT, DIRECTOR | 08/1997 | 25-50% |
ROOZE, KREGG, JERROD | Individual | – | DIRECTOR, VICE PRESIDENT | 08/2009 | < 5% |
ROCKEY, BROOKE, LEIGH | Individual | – | SECRETARY, DIRECTOR | 09/2009 | < 5% |
OWENS FAMILY TRUST DATED DECEMBER 2000 | Domestic Entity | – | SHAREHOLDER | 03/2003 | 25-50% |
BAHRENBURG, MATTHEW, O | Individual | – | CHIEF COMPLIANCE OFFICER | 04/2012 | < 5% |
OWENS, MICKEY, LEE | Individual | – | DIRECTOR | 10/2015 | < 5% |
ROCKEY, CHRISTOPHER, M | Individual | – | DIRECTOR, TREASURER | 10/2012 | < 5% |
OWENS FAMILY TRUST DATED 8/1/2007 | Domestic Entity | – | SHAREHOLDER | 03/2014 | 50-75% |
OWENS, MICKEY, LEE | Individual | OWENS FAMILY TRUST DATED 8/1/2007 | TRUSTEE | 08/2007 | 50-75% |
OWENS, KATHRYN, ELAINE | Individual | OWENS FAMILY TRUST DATED 8/1/2007 | TRUSTEE | 08/2007 | 50-75% |
OWENS, BRENT, ANTHONY | Individual | OWENS FAMILY TRUST DATED DECEMBER 2000 | TRUSTEE | 12/2000 | > 75% |
Braun, Brigit, R | Individual | – | DIRECTOR | 12/2023 | < 5% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed August 6th, 2024 for period ending June 30th, 2024
Name | Class | Value $USD | # Shares | Private Fund |
---|---|---|---|---|
AMAZON COM INC COM | Stock | 17M | 90K | – |
ISHARES MORNINGSTAR GROWTH ETF | ETF | 108K | 1K | – |
ISHARES MORNINGSTAR MID-CAP GROWTH ETF | ETF | 20M | 289K | – |
ISHARES MORNINGSTAR SMALL-CAP GROWTH ETF | ETF | 882K | 19K | – |
ISHARES NORTH AMERICAN NATURAL RESOURCES | ETF | 20K | 448 | – |
ISHARES MORNINGSTAR VALUE ETF | ETF | 38K | 492 | – |
PARAMOUNT GLOBAL CLASS B COM | Stock | 11K | 1K | – |
CUBESMART COM | REIT | 6K | 129 | – |
GLOBAL PMTS INC COM | Stock | 11K | 115 | – |
BLACKROCK SHORT MATURITY MUNICIPAL BOND ETF | ETF | 18K | 352 | – |
PRUDENTIAL FINL INC | Stock | 27K | 229 | – |
WISDOMTREE JAPAN HEDGED EQUITY FUND | ETF | 4K | 35 | – |
HEWLETT PACKARD ENTERPRISE CO COM | Stock | 15K | 705 | – |
GAMCO GLOBAL GOLD NAT RES & COM SH BEN INT | CEF | 52K | 13K | – |
ULTA BEAUTY INC COM | Stock | 120K | 311 | – |
WISDOMTREE US VALUE FUND OF BENEF INTEREST | ETF | 21K | 284 | – |
FIRST TRUST NASDAQ-100 EQUAL WEIGHTED INDEX FUND | ETF | 1K | 11 | – |
SIRIUS XM HOLDINGS INC COM | Stock | 8K | 3K | – |
MAGIC SOFTWARE ENTERPRISES LTD ORD | Stock | 2K | 200 | – |
INVESCO QQQ TRUST SERIES I | ETF | 9M | 19K | – |
TECHNOLOGY SELECT SECTOR SPDR FUND | ETF | 6M | 28K | – |
STARBUCKS CORP COM | Stock | 246K | 3K | – |
SEMPRA COM | Stock | 47K | 624 | – |
CORNERSTONE TOTAL RETURN FD IN COM | CEF | 655K | 83K | – |
OLD REP INTL CORP COM | Stock | 23K | 748 | – |
ATI INC COM | Stock | 6K | 105 | – |
COHEN & STEERS CLOSED-END OPPO COM | CEF | 21K | 2K | – |
BLOCK INC CL A | Stock | 73K | 1K | – |
GOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETF | ETF | 41K | 1K | – |
GOLDMAN SACHS ACTIVEBETA EMERGING MARKETS EQUITY ETF | ETF | 24K | 741 | – |
SPDR PORTFOLIO AGGREGATE BOND ETF | ETF | 3K | 104 | – |
INTERDIGITAL INC COM | Stock | 94K | 803 | – |
XPO INC COM | Stock | 8K | 76 | – |
CAMDEN PPTY TR SH BEN INT | REIT | 3K | 24 | – |
VOYAGER THERAPEUTICS INC COM | Stock | 2K | 200 | – |
ELEVANCE HEALTH INC COM | Stock | 300K | 554 | – |
ISHARES GOLD TRUST | ETF | 67K | 2K | – |
EBAY INC. COM | Stock | 2K | 35 | – |
ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF | ETF | 8M | 169K | – |
DOLLAR GEN CORP | Stock | 27K | 207 | – |
RMR GROUP INC CL A | Stock | 136 | 6 | – |
SPDR S&P NORTH AMERICAN NATURAL RESOURCES ETF | ETF | 4M | 69K | – |
SPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETF | ETF | 187K | 7K | – |
HUBBELL INC COM | Stock | 13K | 35 | – |
VIKING THERAPEUTICS INC COM | Stock | 21K | 400 | – |
SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF | ETF | 1K | 32 | – |
VULCAN MATLS CO COM | Stock | 4K | 18 | – |
JOHNSON & JOHNSON COM | Stock | 1M | 7K | – |
ISHARES U.S. EQUITY FACTOR ETF | ETF | 29K | 525 | – |
CORPAY INC COM SHS | Stock | 48K | 179 | – |
SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | Stock | 42K | 406 | – |
INVESCO S&P MIDCAP 400 GARP ETF | ETF | 67K | 588 | – |
KIRBY CORP COM | Stock | 3K | 27 | – |
LKQ CORP COM | Stock | 824K | 20K | – |
WASTE MGMT INC DEL COM | Stock | 390K | 2K | – |
ADVANCED ENERGY INDS COM | Stock | 4K | 38 | – |
TORTOISE NORTH AMERICAN PIPELINE FUND | ETF | 18K | 630 | – |
VANGUARD TOTAL STOCK MARKET ETF | ETF | 899K | 3K | – |
THOMSON REUTERS CORP. COM | Stock | 7K | 40 | – |
WISDOMTREE FLOATING RATE TREASURY FUND | ETF | 906 | 18 | – |
INVESCO WATER RESOURCES ETF | ETF | 43K | 668 | – |
EQUITY BANCSHARES INC COM CL A | Stock | 35K | 1K | – |
INVESCO ENERGY EXPLORATION & PRODUCTION ETF | ETF | 8K | 255 | – |
VANGUARD EXTENDED MARKET ETF | ETF | 33K | 193 | – |
VANGUARD ENERGY ETF | ETF | 26K | 203 | – |
ISHARES GLOBAL TECH ETF | ETF | 62K | 750 | – |
COMPANHIA DE SANEAMENTO BASICO SPONSORED ADR | ADR | 4K | 285 | – |
DEXCOM INC COM | Stock | 17K | 150 | – |
GLOBAL X INTERNET OF THINGS ETF | ETF | 200K | 6K | – |
INVESCO FUNDAMENTAL HIGH YIELD CORPORATE BOND ETF | ETF | 3K | 145 | – |
JANUS HENDERSON SMALL/MID CAP GROWTH ALPHA ETF | ETF | 97K | 1K | – |
JANUS HENDERSON SMALL CAP GROWTH ALPHA ETF | ETF | 7K | 122 | – |
VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF | ETF | 12K | 144 | – |
VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF | ETF | 249K | 4K | – |
COSTCO WHSL CORP NEW COM | Stock | 1M | 1K | – |
CLEVELAND-CLIFFS INC NEW COM | Stock | 34K | 2K | – |
HCA HEALTHCARE INC COM | Stock | 73K | 229 | – |
ISHARES MSCI EMERGING MARKETS ETF | ETF | 10K | 228 | – |
FIRST TRUST HEALTH CARE ALPHADEX FUND | ETF | 153K | 1K | – |
FIRST TRUST TECHNOLOGY ALPHADEX FUND | ETF | 88K | 644 | – |
FIRST TRUST MATERIALS ALPHADEX FUND | ETF | 35K | 544 | – |
GOLDMAN SACHS GROUP INC COM | Stock | 318K | 702 | – |
SCOTTS MIRACLE-GRO CO CL A | Stock | 8K | 120 | – |
WATSCO INC COM | Stock | 67K | 145 | – |
SPDR S&P 500 FOSSIL FUEL RESERVES FREE ETF | ETF | 10K | 219 | – |
FIRST TRUST DORSEY WRIGHT DYNAMIC FOCUS 5 ETF | ETF | 3K | 85 | – |
ISHARES MSCI KLD 400 SOCIAL ETF | ETF | 330K | 3K | – |
SHELL PLC SPON ADS | ADR | 40K | 553 | – |
HANCOCK JOHN FINL OPPTYS FD SH BEN INT NEW | CEF | 17K | 600 | – |
TELEDYNE TECHNOLOGIES INC COM | Stock | 776 | 2 | – |
YUM BRANDS INC COM | Stock | 17K | 128 | – |
OLD DOMINION FREIGHT LINE INC COM | Stock | 223K | 1K | – |
PACER GLOBAL CASH COWS DIVIDEND ETF | ETF | 91K | 3K | – |
ABERCROMBIE & FITCH CO CL A | Stock | 38K | 216 | – |
BOSTON SCIENTIFIC CORP COM | Stock | 52K | 681 | – |
F5 INC COM | Stock | 67K | 390 | – |
REAL ESTATE SELECT SECTOR SPDR FUND | ETF | 3M | 77K | – |
ISHARES GLOBAL COMM SERVICES ETF | ETF | 205K | 2K | – |
PIMCO INCOME STRATEGY FD II COM | CEF | 6K | 885 | – |
PROCTER AND GAMBLE CO COM | Stock | 2M | 12K | – |
COCA COLA CO COM | Stock | 1M | 19K | – |
NORDIC AMERICAN TANKERS LIMITE COM | Stock | 15K | 4K | – |
ISHARES U.S. HEALTHCARE ETF | ETF | 208K | 3K | – |
GLOBAL WTR RES INC COM | Stock | 8K | 666 | – |
GENERAL MLS INC COM | Stock | 24K | 378 | – |
FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND | ETF | 821K | 22K | – |
ENTERPRISE PRODS PARTNERS L P COM | Stock | 68K | 2K | – |
AMEREN CORP COM | Stock | 11K | 150 | – |
IDEX CORP COM | Stock | 8K | 40 | – |
PPG INDS INC COM | Stock | 613K | 5K | – |
OCCIDENTAL PETE CORP COM | Stock | 45K | 712 | – |
GLOBAL X MILLENNIAL CONSUMER ETF | ETF | 226K | 6K | – |
ISHARES NEW YORK MUNI BOND ETF | ETF | 119K | 2K | – |
TRUIST FINL CORP COM | Stock | 127K | 3K | – |
UNITED PARCEL SERVICE INC CL B | Stock | 247K | 2K | – |
COHEN & STEERS REIT & PFD & IN COM | CEF | 21K | 1K | – |
MARRIOTT INTL INC NEW CL A | Stock | 7K | 30 | – |
VANGUARD REAL ESTATE ETF | ETF | 111K | 1K | – |
ISHARES MSCI USA ESG SELECT ETF | ETF | 141K | 1K | – |
CARNIVAL CORP PAIRED CTF | Stock | 66K | 4K | – |
VENTAS INC COM | REIT | 46K | 899 | – |
INVESCO DB COMMODITY INDEX TRACKING FUND | ETF | 29K | 1K | – |
SPDR PORTFOLIO LONG TERM TREASURY ETF | ETF | 71K | 3K | – |
UNIVERSAL HEALTH RLTY INCOME T SH BEN INT | REIT | 11K | 292 | – |
US FOODS HLDG CORP COM | Stock | 25K | 470 | – |
GETTY RLTY CORP NEW COM | REIT | 3K | 96 | – |
INVESCO BIOTECHNOLOGY & GENOME ETF | ETF | 346K | 5K | – |
CLEARSIDE BIOMEDICAL INC COM | Stock | 130 | 100 | – |
AVALONBAY CMNTYS INC COM | REIT | 1K | 7 | – |
INTEL CORP COM | Stock | 815K | 26K | – |
MODINE MFG CO COM | Stock | 5K | 45 | – |
CME GROUP INC COM | Stock | 4K | 22 | – |
HUNT J B TRANS SVCS INC COM | Stock | 31K | 191 | – |
WILEY JOHN & SONS INC CL A | Stock | 407 | 10 | – |
VAIL RESORTS INC COM | Stock | 58K | 323 | – |
WISDOMTREE DYNAMIC CURRENCY HEDGED INTERNATIONAL EQUITY FUND | ETF | 13K | 386 | – |
MSA SAFETY INC COM | Stock | 369K | 2K | – |
ATKORE INC COM | Stock | 35K | 262 | – |
STATE STR CORP COM | Stock | 6K | 76 | – |
MEDTRONIC PLC SHS | Stock | 2M | 24K | – |
COMERICA INC COM | Stock | 37K | 716 | – |
CROCS INC COM | Stock | 229K | 2K | – |
FORTIVE CORP COM | Stock | 52K | 705 | – |
NETFLIX INC COM | Stock | 271K | 402 | – |
ISHARES DOW JONES U.S. ETF | ETF | 17K | 130 | – |
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | ETF | 119K | 304 | – |
PAYCHEX INC COM | Stock | 166K | 1K | – |
XTRACKERS FTSE DEVELOPED EX US MULTIFACTOR ETF | ETF | 3K | 120 | – |
MEDICAL PPTYS TRUST INC COM | REIT | 8 | 2 | – |
ISHARES CORE AGGRESSIVE ALLOCATION ETF | ETF | 897 | 12 | – |
GUESS INC COM | Stock | 114K | 6K | – |
AFFILIATED MANAGERS GROUP INC COM | Stock | 3K | 20 | – |
HORMEL FOODS CORP COM | Stock | 1M | 45K | – |
GLOBAL X CONSCIOUS COMPANIES ETF | ETF | 3K | 80 | – |
PACCAR INC COM | Stock | 40K | 393 | – |
BLACKBAUD INC COM | Stock | 4K | 59 | – |
ISHARES SILVER TRUST | ETF | 330K | 12K | – |
TIDEWATER INC NEW COM | Stock | 5K | 50 | – |
SEI INVTS CO COM | Stock | 7K | 107 | – |
JACK IN THE BOX INC COM | Stock | 815 | 16 | – |
KINSALE CAP GROUP INC COM | Stock | 28K | 73 | – |
FORTIS INC COM | Stock | 207K | 5K | – |
ISHARES TREASURY FLOATING RATE BOND ETF | ETF | 81K | 2K | – |
EQUITY RESIDENTIAL SH BEN INT | REIT | 3K | 46 | – |
SPDR MSCI USA STRATEGICFACTORS ETF | ETF | 259K | 2K | – |
ADVANCE AUTO PARTS INC COM | Stock | 7K | 110 | – |
HESS CORP COM | Stock | 11K | 74 | – |
ISHARES CORE GROWTH ALLOCATION ETF | ETF | 2K | 35 | – |
ISHARES ESG AWARE MSCI EAFE ETF | ETF | 9K | 110 | – |
FRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF | ETF | 91K | 3K | – |
SPDR S&P SEMICONDUCTOR ETF | ETF | 2M | 10K | – |
SPDR RUSSELL 1000 LOW VOLATILITY FOCUS ETF | ETF | 610K | 5K | – |
TETRA TECH INC NEW COM | Stock | 10K | 49 | – |
WATERS CORP COM | Stock | 4K | 14 | – |
ISHARES MORNINGSTAR MID-CAP ETF | ETF | 388K | 6K | – |
ISHARES MSCI UNITED KINGDOM ETF | ETF | 135K | 4K | – |
LAUDER ESTEE COS INC CL A | Stock | 319 | 3 | – |
AGNC INVT CORP COM | REIT | 251K | 26K | – |
PROLOGIS INC. COM | REIT | 12K | 103 | – |
SUN LIFE FINANCIAL INC. COM | Stock | 27K | 552 | – |
ISHARES AGENCY BOND ETF | ETF | 600K | 6K | – |
SANOFI SPONSORED ADR | ADR | 11K | 226 | – |
MERCK & CO INC COM | Stock | 615K | 5K | – |
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | ETF | 737K | 7K | – |
SPDR S&P 500 ETF TRUST | ETF | 6M | 12K | – |
ADVANSIX INC COM | Stock | 1K | 52 | – |
FIDELITY DIVIDEND ETF FOR RISING RATES | ETF | 255K | 5K | – |
E L F BEAUTY INC COM | Stock | 6K | 30 | – |
WISDOMTREE U.S. MIDCAP FUND | ETF | 32K | 547 | – |
AURORA CANNABIS INC COM | Stock | 162 | 35 | – |
MASTERCARD INCORPORATED CL A | Stock | 187K | 424 | – |
NUTANIX INC CL A | Stock | 176K | 3K | – |
OLD SECOND BANCORP INC ILL COM | Stock | 2K | 102 | – |
FCF US QUALITY ETF | ETF | 153K | 3K | – |
CAMPING WORLD HLDGS INC CL A | Stock | 804 | 45 | – |
FIRST REP BK SAN FRANCISCO CAL COM | Stock | 6 | 310 | – |
INVESCO S&P 500 ENHANCED VALUE ETF | ETF | 930K | 19K | – |
ILLINOIS TOOL WKS INC COM | Stock | 674K | 3K | – |
UNITED RENTALS INC COM | Stock | 160K | 247 | – |
STEEL DYNAMICS INC | Stock | 247K | 2K | – |
NORDSON CORP COM | Stock | 654K | 3K | – |
TYLER TECHNOLOGIES INC COM | Stock | 58K | 115 | – |
EMERSON ELEC CO COM | Stock | 2M | 18K | – |
YUM CHINA HLDGS INC COM | Stock | 7K | 216 | – |
ALLSPRING INCOME OPPORTUNIT INC OPPTY FD | CEF | 11K | 2K | – |
ALCOA CORP COM | Stock | 1K | 27 | – |
GUGGENHEIM STRATEGIC OPPORTUN COM SBI | CEF | 481 | 32 | – |
TD SYNNEX CORPORATION COM | Stock | 705 | 6 | – |
ISHARES CORE CONSERVATIVE ALLOCATION ETF | ETF | 239K | 6K | – |
ZTO EXPRESS CAYMAN INC SPONSORED ADS A | ADR | 21K | 1K | – |
ALLSTATE CORP COM | Stock | 39K | 245 | – |
DIAGEO PLC SPON ADR NEW | ADR | 198K | 2K | – |
ANNALY CAPITAL MANAGEMENT INC COM NEW | REIT | 72K | 4K | – |
LAMB WESTON HLDGS INC COM | Stock | 10K | 123 | – |
ALASKA AIR GROUP INC COM | Stock | 6K | 150 | – |
CENTRAL GARDEN & PET CO COM | Stock | 4K | 95 | – |
FEDERAL SIGNAL CORP COM | Stock | 80K | 958 | – |
NVR INC COM | Stock | 15K | 2 | – |
ISHARES MSCI JAPAN ETF | ETF | 131K | 2K | – |
ISHARES TIPS BOND ETF | ETF | 336K | 3K | – |
LEGGETT & PLATT INC COM | Stock | 242K | 21K | – |
FIRST TRUST NASDAQ BANK ETF | ETF | 87K | 3K | – |
FIRST TRUST NASDAQ SEMICONDUCTOR ETF | ETF | 11K | 110 | – |
COGNIZANT TECHNOLOGY SOLUTIONS CL A | Stock | 2M | 23K | – |
INVESCO BULLETSHARES 2024 HIGH YIELD CORPORATE BOND ETF | ETF | 130K | 6K | – |
GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF | ETF | 459K | 15K | – |
JANUS HENDERSON SHORT DURATION INCOME ETF | ETF | 69K | 1K | – |
SMUCKER J M CO COM NEW | Stock | 1M | 13K | – |
LIONS GATE ENTMNT CORP CL B NON VTG | Stock | 411 | 48 | – |
ISHARES U.S. HOME CONSTRUCTION ETF | ETF | 39K | 390 | – |
ISHARES GLOBAL HEALTHCARE ETF | ETF | 11K | 117 | – |
CORNING INC COM | Stock | 5K | 121 | – |
EDWARDS LIFESCIENCES CORP COM | Stock | 60K | 650 | – |
PARK HOTELS & RESORTS INC COM | REIT | 11K | 736 | – |
INVESCO AI AND NEXT GEN SOFTWARE ETF | ETF | 7K | 154 | – |
ISHARES S&P 100 ETF | ETF | 64K | 242 | – |
BANK NEW YORK MELLON CORP COM | Stock | 3K | 42 | – |
SUPER MICRO COMPUTER INC COM | Stock | 381K | 465 | – |
TRICO BANCSHARES COM | Stock | 8K | 211 | – |
HOWMET AEROSPACE INC COM | Stock | 6K | 83 | – |
NORWOOD FINANCIAL CORP COM | Stock | 2K | 81 | – |
PACER US CASH COWS 100 ETF | ETF | 10M | 191K | – |
ISHARES FALLEN ANGELS USD BOND ETF | ETF | 112K | 4K | – |
LCI INDS COM | Stock | 9K | 88 | – |
GABELLI GLOBL UTIL & INCOME TR COM SH BEN INT | CEF | 7K | 533 | – |
KAYNE ANDERSON ENERGY INFRSTR COM | CEF | 19K | 2K | – |
DAVITA INC COM | Stock | 193K | 1K | – |
GOLDMAN SACHS ACCESS TREASURY 0-1 YEAR ETF | ETF | 78K | 783 | – |
GLOBAL X FINTECH ETF | ETF | 361K | 14K | – |
VERIZON COMMUNICATIONS INC COM | Stock | 2M | 38K | – |
CODA OCTOPUS GROUP INC COM NEW | Stock | 26K | 4K | – |
DAVIS SELECT WORLDWIDE ETF | ETF | 146K | 4K | – |
CHUBB LIMITED COM | Stock | 1M | 5K | – |
SONOCO PRODS CO COM | Stock | 106K | 2K | – |
PENN ENTERTAINMENT INC COM | Stock | 2K | 100 | – |
MARVELL TECHNOLOGY INC COM | Stock | 154K | 2K | – |
CACI INTL INC CL A | Stock | 11K | 26 | – |
VERTEX ENERGY INC COM | Stock | 491 | 520 | – |
VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF | ETF | 3M | 27K | – |
EVOLUTION PETE CORP COM | Stock | 158 | 30 | – |
FEDEX CORP COM | Stock | 350K | 1K | – |
VAREX IMAGING CORP COM | Stock | 162 | 11 | – |
SNAP ON INC COM | Stock | 36K | 138 | – |
PULTE GROUP INC COM | Stock | 37K | 332 | – |
SHERWIN WILLIAMS CO COM | Stock | 290K | 971 | – |
INVITATION HOMES INC COM | REIT | 3K | 96 | – |
PEPSICO INC COM | Stock | 420K | 3K | – |
ISHARES 1-3 YR TREASURY BOND ETF | ETF | 58K | 716 | – |
WISDOMTREE INTERNATIONAL QUALITY DIVIDEND GROWTH FUND | ETF | 266K | 7K | – |
FLEXSHARES US QUALITY LARGE CAP INDEX FUND | ETF | 29K | 477 | – |
SPDR PORTFOLIO LONG TERM CORPORATE BOND ETF | ETF | 12K | 533 | – |
SPDR S&P CHINA ETF | ETF | 11K | 157 | – |
NEWELL BRANDS INC COM | Stock | 551 | 86 | – |
FIRST TRUST TCW OPPORTUNISTIC FIXED INCOME ETF | ETF | 2M | 39K | – |
INVESCO S&P 500 EQUAL WEIGHT FINANCIALS ETF | ETF | 34K | 553 | – |
MARATHON OIL CORP COM | Stock | 72K | 2K | – |
ISHARES GLOBAL CONSUMER DISCRETIONARY ETF | ETF | 70K | 434 | – |
CRONOS GROUP INC COM | Stock | 3K | 1K | – |
NUVEEN ESG SMALL-CAP ETF | ETF | 9K | 229 | – |
NUVEEN ESG LARGE-CAP GROWTH ETF | ETF | 113K | 1K | – |
NUVEEN ESG LARGE-CAP VALUE ETF | ETF | 74K | 2K | – |
PACER PACIFIC ASSET FLTNG RT HI INC ETF | ETF | 482K | 10K | – |
VIAVI SOLUTIONS INC COM | Stock | 172 | 25 | – |
TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS | ADR | 3K | 265 | – |
GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF | ETF | 386K | 10K | – |
ISHARES CORE MODERATE ALLOCATION ETF | ETF | 5K | 118 | – |
INSPIRE GLOBAL HOPE ETF | ETF | 12M | 315K | – |
INSPIRE SMALL/MID CAP ETF | ETF | 753K | 22K | – |
DXC TECHNOLOGY CO COM | Stock | 745 | 39 | – |
INVESCO S&P 500 EQUAL WEIGHT MATERIALS ETF | ETF | 473K | 14K | – |
KIMBERLY-CLARK CORP COM | Stock | 36K | 264 | – |
ISHARES HIGH YIELD SYSTEMATIC BOND ETF | ETF | 2K | 50 | – |
MOLSON COORS BEVERAGE CO CL B | Stock | 4K | 79 | – |
OKTA INC CL A | Stock | 142K | 2K | – |
TE CONNECTIVITY LTD SHS | Stock | 6K | 37 | – |
HONEYWELL INTL INC COM | Stock | 2M | 10K | – |
SELECT WATER SOLUTIONS INC CL A COM | Stock | 5K | 449 | – |
FIRSTENERGY CORP COM | Stock | 6K | 156 | – |
FORD MTR CO DEL COM | Stock | 247K | 20K | – |
CARVANA CO CL A | Stock | 39K | 300 | – |
MICROSTRATEGY INC CL A NEW | Stock | 29K | 21 | – |
OMEGA HEALTHCARE INVS INC COM | REIT | 179K | 5K | – |
SPDR PORTFOLIO MORTGAGE BACKED BOND ETF | ETF | 62K | 3K | – |
ISHARES ESG AWARE MSCI USA ETF | ETF | 394K | 3K | – |
US BANCORP DEL COM NEW | Stock | 3M | 64K | – |
FIRST TRUST ENERGY ALPHADEX FUND | ETF | 104K | 6K | – |
G1 THERAPEUTICS INC COM | Stock | 93K | 41K | – |
XCEL ENERGY INC COM | Stock | 41K | 773 | – |
BP PLC SPONSORED ADR | ADR | 86K | 2K | – |
APPIAN CORP CL A | Stock | 4K | 130 | – |
SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF | ETF | 13K | 178 | – |
JANUS HENDERSON GROUP PLC ORD SHS | Stock | 4K | 106 | – |
AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF | ETF | 7K | 179 | – |
ASENSUS SURGICAL INC COM | Stock | 3K | 10K | – |
HOME DEPOT INC COM | Stock | 462K | 1K | – |
BAXTER INTL INC COM | Stock | 12K | 360 | – |
SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF | ETF | 215K | 7K | – |
GOLDMAN SACHS ACCESS INVESTMENT GRADE CORPORATE BOND ETF | ETF | 26K | 565 | – |
PACER US SMALL CAP CASH COWS 100 ETF | ETF | 559K | 13K | – |
NUVEEN ESG INTERNATIONAL DEVELOPED MARKETS EQUITY ETF | ETF | 75K | 2K | – |
PHX MINERALS INC CL A | Stock | 326 | 100 | – |
AUTOMATIC DATA PROCESSING INC COM | Stock | 131K | 549 | – |
NUVEEN ESG EMERGING MARKETS EQUITY ETF | ETF | 26K | 922 | – |
FAIR ISAAC CORP COM | Stock | 91K | 61 | – |
INSPIRE CORPORATE BOND ETF | ETF | 13M | 555K | – |
BRIGHTHOUSE FINL INC COM | Stock | 130 | 3 | – |
ISHARES ESG AWARE USD CORPORATE BOND ETF | ETF | 226K | 10K | – |
INVESCO S&P 500 MOMENTUM ETF | ETF | 549K | 6K | – |
ABRDN BLOOMBERG ALL COMMODITY STRATEGY K-1 FREE ETF | ETF | 3K | 150 | – |
FIRST TRUST LARGE CAP CORE ALPHADEX FUND | ETF | 13K | 133 | – |
DUPONT DE NEMOURS INC COM | Stock | 48K | 599 | – |
INVESCO NASDAQ INTERNET ETF | ETF | 4K | 95 | – |
ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF | ETF | 710 | 29 | – |
PACER DEVELOPED MARKETS INTERNATIONAL CASH COWS 100 ETF | ETF | 9K | 312 | – |
SPDR ICE PREFERRED SECURITIES ETF | ETF | 2K | 55 | – |
ISHARES RUSSELL 2000 VALUE ETF | ETF | 35K | 228 | – |
PACER INDUSTRIAL REAL ESTATE ETF | ETF | 871K | 23K | – |
HEALTH CARE SELECT SECTOR SPDR FUND | ETF | 2M | 14K | – |
VERISK ANALYTICS INC COM | Stock | 152K | 565 | – |
OMEROS CORP COM | Stock | 14K | 4K | – |
BHP GROUP LTD SPONSORED ADS | ADR | 9K | 157 | – |
SPDR GOLD ETF | ETF | 675K | 3K | – |
SOUTHERN CO COM | Stock | 1M | 16K | – |
ROKU INC COM CL A | Stock | 7K | 115 | – |
NUVEEN ESG U.S. AGGREGATE BOND ETF | ETF | 8K | 386 | – |
FERROGLOBE PLC SHS | Stock | 54K | 10K | – |
LITHIUM AMERICAS ARGENTINA COR COM SHS | Stock | 4K | 1K | – |
VICI PPTYS INC COM | REIT | 12K | 424 | – |
CENCORA INC COM | Stock | 39K | 175 | – |
BECTON DICKINSON & CO COM | Stock | 3K | 13 | – |
SCHWAB U.S. SMALL-CAP ETF | ETF | 543K | 11K | – |
KEYCORP COM | Stock | 49K | 3K | – |
CBRE GBL REAL ESTATE INC FD COM | CEF | 7K | 1K | – |
UNIVERSAL CORP VA COM | Stock | 3K | 64 | – |
REGIONS FINANCIAL CORP NEW COM | Stock | 17K | 854 | – |
BRITISH AMERN TOB PLC SPONSORED ADR | ADR | 15K | 490 | – |
DIREXION AUSPICE BROAD COMMODITY STRATEGY ETF | ETF | 204K | 7K | – |
ISHARES RUSSELL 1000 GROWTH ETF | ETF | 729K | 2K | – |
SCHWAB U.S. BROAD MARKET ETF | ETF | 39K | 621 | – |
SCHWAB INTERNATIONAL EQUITY ETF | ETF | 13M | 332K | – |
SCHWAB U.S. LARGE-CAP ETF | ETF | 1M | 22K | – |
ISHARES U.S. REAL ESTATE ETF | ETF | 11K | 124 | – |
WHIRLPOOL CORP COM | Stock | 8K | 75 | – |
CONSUMER STAPLES SELECT SECTOR SPDR FUND | ETF | 2M | 29K | – |
IRIDIUM COMMUNICATIONS INC COM | Stock | 5K | 200 | – |
BLOCK H & R INC COM | Stock | 8K | 151 | – |
PIMCO 15 YEAR US TIPS INDEX EXCHANGE-TRADED FUND | ETF | 65K | 1K | – |
WEBSTER FINL CORP COM | Stock | 160K | 4K | – |
SPDR PORTFOLIO S&P 400 MID CAP ETF | ETF | 214K | 4K | – |
WISDOMTREE YIELD ENHANCED U.S. SHORT-TERM AGGREGATE BOND FUND | ETF | 2K | 38 | – |
HIGHLAND OPPORTUNITIES HIGHLAND INCOME | CEF | 15K | 2K | – |
FORTINET INC COM | Stock | 165K | 3K | – |
PIPER SANDLER COMPANIES COM | Stock | 3K | 11 | – |
VANGUARD TOTAL CORPORATE BOND ETF | ETF | 78K | 1K | – |
IQVIA HLDGS INC COM | Stock | 33K | 157 | – |
INSPIRE 100 ETF | ETF | 1M | 29K | – |
ABRDN PHYSICAL SILVER SHARES ETF | ETF | 2K | 80 | – |
JPMORGAN ULTRA-SHORT INCOME ETF | ETF | 4M | 84K | – |
AON PLC SHS CL A | Stock | 4K | 15 | – |
JPMORGAN DIVERSIFIED RETURN U.S. SMALL CAP EQUITY ETF | ETF | 2K | 54 | – |
SMITH A O CORP COM | Stock | 5K | 59 | – |
UGI CORP NEW COM | Stock | 4K | 187 | – |
PIEDMONT LITHIUM INC COM | Stock | 1K | 150 | – |
LUMEN TECHNOLOGIES INC COM | Stock | 149 | 135 | – |
ATMOS ENERGY CORP COM | Stock | 195K | 2K | – |
HENRY JACK & ASSOC INC COM | Stock | 61K | 365 | – |
SCHWAB U.S. LARGE-CAP GROWTH ETF | ETF | 6M | 62K | – |
DYNAVAX TECHNOLOGIES CORP COM NEW | Stock | 4K | 400 | – |
SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF | ETF | 9M | 309K | – |
JPMORGAN U.S. MOMENTUM FACTOR ETF | ETF | 19K | 354 | – |
INVESCO S&P 500 EQUAL WEIGHT UTILITIES ETF | ETF | 37K | 636 | – |
PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND | ETF | 22K | 219 | – |
ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF | ETF | 9K | 236 | – |
LINCOLN ELEC HLDGS INC COM | Stock | 108K | 572 | – |
WISDOMTREE U.S. HIGH YIELD CORPORATE BOND FUND | ETF | 88K | 2K | – |
NUTRIEN LTD COM | Stock | 78K | 2K | – |
ENSIGN GROUP INC COM | Stock | 29K | 236 | – |
FS KKR CAP CORP COM | CEF | 254K | 13K | – |
FRANKLIN FTSE CHINA ETF | ETF | 14K | 852 | – |
ABRDN PHYSICAL PLATINUM SHARES ETF | ETF | 3K | 36 | – |
ISHARES CORE S&P SMALL CAP ETF | ETF | 2M | 14K | – |
BERKSHIRE HATHAWAY INC DEL CL B NEW | Stock | 2M | 5K | – |
SCHWAB EMERGING MARKETS EQUITY ETF | ETF | 1M | 38K | – |
AMPLIFY TRANSFORMATIONAL DATA SHARING ETF | ETF | 4K | 100 | – |
ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF | ETF | 138K | 2K | – |
KOSS CORP COM | Stock | 1K | 300 | – |
FIRST TRUST INDXX INNOVATIVE TRANSACTION & PROCESS ETF | ETF | 3K | 68 | – |
ADOBE INC COM | Stock | 122K | 220 | – |
SOUTHERN COPPER CORP COM | Stock | 9K | 82 | – |
MOTLEY FOOL 100 INDEX ETF | ETF | 32K | 599 | – |
WISDOMTREE U.S. MULTIFACTOR FUND | ETF | 171K | 4K | – |
WEYERHAEUSER CO MTN BE COM NEW | REIT | 7K | 256 | – |
VANGUARD SHORT TERM CORP BOND FD ETF | ETF | 28M | 364K | – |
FIRST TRUST LARGE CAP VALUE ALPHADEX FUND | ETF | 22K | 300 | – |
VANECK HIGH YIELD MUNI ETF | ETF | 4K | 81 | – |
GREEN BRICK PARTNERS INC COM | Stock | 30K | 528 | – |
VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | ETF | 3M | 34K | – |
ALPHABET INC CAP STK CL A | Stock | 4M | 19K | – |
INVESCO S&P SMALLCAP 600 REVENUE ETF | ETF | 78K | 2K | – |
PROGRESSIVE CORP COM | Stock | 25K | 118 | – |
GLOBAL X U.S. PREFERRED ETF | ETF | 122K | 6K | – |
FIRST TRUST NASDAQ ARTIFICIAL INTELLIGENCE & ROBOTICS ETF | ETF | 67K | 2K | – |
TERRENO RLTY CORP COM | REIT | 2K | 33 | – |
NATIXIS LOOMIS SAYLES SHORT DURATION INCOME ETF | ETF | 10K | 435 | – |
SPDR S&P KENSHO INTELLIGENT STRUCTURES ETF | ETF | 20K | 599 | – |
OREILLY AUTOMOTIVE INC COM | Stock | 194K | 184 | – |
ZSCALER INC COM | Stock | 20K | 105 | – |
EASTMAN CHEM CO COM | Stock | 6K | 66 | – |
FIRST TRUST MUNICIPAL HIGH INCOME ETF | ETF | 15K | 302 | – |
PRINCIPAL FINANCIAL GROUP INC COM | Stock | 11K | 146 | – |
INTUIT COM | Stock | 25K | 38 | – |
CONSTELLATION BRANDS INC CL A | Stock | 191K | 744 | – |
UNILEVER PLC SPON ADR NEW | ADR | 143K | 3K | – |
NEWMONT CORP COM | Stock | 129K | 3K | – |
FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF | ETF | 932K | 28K | – |
IQIYI INC SPONSORED ADS | ADR | 1K | 400 | – |
SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF | ETF | 161K | 5K | – |
SPOTIFY TECHNOLOGY S A SHS | Stock | 11K | 36 | – |
CSX CORP COM | Stock | 1M | 31K | – |
JPMORGAN U.S. VALUE FACTOR ETF US VALUE FACTOR FUND | ETF | 4K | 106 | – |
SENSATA TECHNOLOGIES HLDG PLC SHS | Stock | 2K | 50 | – |
COMCAST CORP NEW CL A | Stock | 218K | 6K | – |
ISHARES U.S. INFRASTRUCTURE ETF | ETF | 207K | 5K | – |
GENERAC HLDGS INC COM | Stock | 87K | 655 | – |
MICROSOFT CORP COM | Stock | 6M | 14K | – |
TIMOTHY PLAN US LARGE/MID CAP CORE ENHANCED ETF | ETF | 23K | 948 | – |
VALERO ENERGY CORP COM | Stock | 63K | 400 | – |
ISHARES ESG AWARE MSCI USA SMALL-CAP ETF | ETF | 7K | 184 | – |
NVENT ELECTRIC PLC SHS | Stock | 16K | 211 | – |
WARNER BROS DISCOVERY INC COM SER A | Stock | 18K | 2K | – |
IQ MERGER ARBITRAGE ETF | ETF | 540K | 17K | – |
XTRACKERS RUSSELL 1000 US QUALITY AT A REASONABLE PRICE ETF | ETF | 3K | 54 | – |
GAMESTOP CORP NEW CL A | Stock | 25K | 1K | – |
HUYA INC ADS REP SHS A | ADR | 883 | 224 | – |
HEALTHPEAK PROPERTIES INC COM | REIT | 78K | 4K | – |
SCHLUMBERGER LTD COM STK | Stock | 460K | 10K | – |
CVS HEALTH CORP COM | Stock | 289K | 5K | – |
JEFFERIES FINL GROUP INC COM | Stock | 32K | 637 | – |
DTE ENERGY CO COM | Stock | 30K | 267 | – |
FIRST TRUST TCW UNCONSTRAINED PLUS BOND ETF | ETF | 1M | 42K | – |
SPROTT PHYSICAL GOLD TR UNIT | CEF | 4K | 200 | – |
COMMUNICATION SERVICES SELECT SECTOR SPDR FUND | ETF | 3M | 31K | – |
XERIS BIOPHARMA HOLDINGS INC COM | Stock | 5K | 2K | – |
LOVESAC COMPANY COM | Stock | 19K | 850 | – |
TEXTRON INC COM | Stock | 10K | 116 | – |
WILLIAMS INDL SVCS GROUP INC COM | Stock | 0 | 25 | – |
ISHARES GLOBAL TIMBER & FORESTRY ETF | ETF | 60K | 768 | – |
NISOURCE INC COM | Stock | 7K | 226 | – |
ABRDN BLOOMBERG ALL COMMODITY LONGER DATED STRATEGY K-1 FREE ETF | ETF | 14K | 422 | – |
SIMON PPTY GROUP INC NEW COM | REIT | 59K | 391 | – |
RPM INTL INC COM | Stock | 14K | 133 | – |
ISHARES ROBOTICS AND ARTIFICIAL INTELLIGENCE MULTISECTOR ETF | ETF | 156K | 5K | – |
ISHARES MSCI BRAZIL ETF | ETF | 3K | 110 | – |
PACER DATA & INFRASTRUCTURE REAL ESTATE ETF | ETF | 2M | 75K | – |
TILRAY BRANDS INC COM | Stock | 188 | 113 | – |
AMERIPRISE FINL INC COM | Stock | 155K | 362 | – |
ISHARES MSCI IRELAND ETF | ETF | 72K | 1K | – |
INNOVATOR DEEPWATER FRONTIER TECH ETF | ETF | 43K | 900 | – |
GARMIN LTD SHS | Stock | 2M | 10K | – |
VANGUARD INTERMEDIATE-TERM TREASURY ETF | ETF | 17M | 293K | – |
SONOS INC COM | Stock | 1K | 100 | – |
FLEXSTEEL INDS INC COM | Stock | 5K | 168 | – |
ARES CAPITAL CORP COM | CEF | 0 | 0 | – |
INNOVATOR U.S. EQUITY POWER BUFFER ETF - JULY | ETF | 658K | 17K | – |
TENNANT CO COM | Stock | 266K | 3K | – |
PDD HOLDINGS INC SPONSORED ADS | ADR | 665 | 5 | – |
ANDERSONS INC COM | Stock | 6K | 112 | – |
MUELLER WTR PRODS INC COM SER A | Stock | 4K | 248 | – |
ISHARES US SMALL CAP VALUE FACTOR ETF | ETF | 3K | 112 | – |
AAM S&P 500 HIGH DIVIDEND VALUE ETF | ETF | 99K | 3K | – |
VANGUARD TOTAL WORLD BOND ETF | ETF | 177K | 3K | – |
NIO INC SPON ADS | ADR | 4K | 950 | – |
ROYCE MICRO-CAP TR INC COM | CEF | 2K | 174 | – |
FRANKLIN FTSE INDIA ETF | ETF | 2M | 57K | – |
INVESCO CHINA TECHNOLOGY ETF | ETF | 704 | 21 | – |
VANGUARD ESG U.S. STOCK ETF | ETF | 16K | 165 | – |
GARRETT MOTION INC COM | Stock | 60 | 7 | – |
INNOVATOR U.S. EQUITY BUFFER ETF - OCTOBER | ETF | 17K | 400 | – |
INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - OCTOBER | ETF | 243K | 7K | – |
BOEING CO COM | Stock | 171K | 940 | – |
COPART INC COM | Stock | 83K | 2K | – |
VANGUARD SMALL-CAP ETF | ETF | 2M | 8K | – |
VANGUARD MID-CAP ETF | ETF | 3M | 10K | – |
VANGUARD LARGE-CAP ETF | ETF | 483K | 2K | – |
NEXTERA ENERGY INC COM | Stock | 467K | 7K | – |
CLOUDFLARE INC CL A COM | Stock | 54K | 650 | – |
INNOVATOR U.S. EQUITY POWER BUFFER ETF - OCTOBER | ETF | 38K | 1K | – |
NIKE INC CL B | Stock | 11K | 141 | – |
VANGUARD SHORT-TERM TREASURY ETF | ETF | 21M | 355K | – |
TESLA INC COM | Stock | 2M | 8K | – |
JANUS HENDERSON MORTGAGE-BACKED SECURITIES ETF | ETF | 3M | 74K | – |
RESIDEO TECHNOLOGIES INC COM | Stock | 196 | 10 | – |
ISHARES ESG AWARE US AGGREGATE BOND ETF | ETF | 219K | 5K | – |
LINDE PLC SHS | Stock | 188K | 429 | – |
ARCOSA INC COM | Stock | 7K | 83 | – |
AIR TRANSPORT SERVICES GRP INC COM | Stock | 3K | 250 | – |
INVENTRUST PPTYS CORP COM NEW | REIT | 12K | 477 | – |
JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF | ETF | 291K | 6K | – |
MFS CHARTER INCOME TR SH BEN INT | CEF | 7K | 1K | – |
SPDR S&P KENSHO CLEAN POWER ETF | ETF | 47K | 774 | – |
ISHARES MSCI EMERGING MARKETS EX CHINA ETF | ETF | 630K | 11K | – |
CMS ENERGY CORP COM | Stock | 595 | 10 | – |
GLOBAL X MSCI CHINA CONSUMER DISCRETIONARY ETF | ETF | 4K | 250 | – |
ENTERPRISE BANCORP INC MASS COM | Stock | 4K | 161 | – |
EASTGROUP PPTYS INC COM | REIT | 81K | 475 | – |
INNOVATOR U.S. EQUITY POWER BUFFER ETF - SEPTEMBER | ETF | 304K | 8K | – |
VANGUARD HEALTH CARE ETF | ETF | 2M | 7K | – |
FINANCIAL SELECT SECTOR SPDR FUND | ETF | 6M | 144K | – |
MODERNA INC COM | Stock | 8K | 67 | – |
NXP SEMICONDUCTORS N V COM | Stock | 3K | 11 | – |
WISDOMTREE EMERGING MARKETS LOCAL DEBT FUND | ETF | 6K | 227 | – |
NORFOLK SOUTHN CORP COM | Stock | 530K | 2K | – |
SPROTT INC COM NEW | Stock | 50K | 1K | – |
UNITED STATES COMMODITY INDEX FUND | ETF | 115K | 2K | – |
FEDERAL RLTY INVT TR NEW SH BEN INT NEW | REIT | 587K | 6K | – |
DELL TECHNOLOGIES INC CL C | Stock | 42K | 307 | – |
FIRST TRUST SHORT DURATION MANAGED MUNICIPAL ETF | ETF | 9K | 454 | – |
HIGHWOODS PPTYS INC COM | REIT | 13K | 505 | – |
KIMCO RLTY CORP COM | REIT | 39K | 2K | – |
PUBLIC STORAGE OPER CO COM | REIT | 165K | 575 | – |
INNOVATOR U.S. EQUITY POWER BUFFER ETF - JANUARY | ETF | 502K | 12K | – |
GLOBAL X AUTONOMOUS & ELECTRIC VEHICLES ETF | ETF | 300K | 13K | – |
VORNADO RLTY TR SH BEN INT | REIT | 8K | 300 | – |
INNOVATOR U.S. EQUITY BUFFER ETF - JULY | ETF | 188K | 5K | – |
BLACKROCK TAX MUNICPAL BD TR SHS | CEF | 18K | 1K | – |
SCHWAB SHORT-TERM US TREASURY ETF | ETF | 576K | 12K | – |
FIRST TRUST LUNT U.S. FACTOR ROTATION ETF | ETF | 26K | 845 | – |
VANGUARD CONSUMER STAPLES ETF | ETF | 889K | 4K | – |
VANGUARD INDUSTRIALS ETF | ETF | 779K | 3K | – |
HARLEY DAVIDSON INC COM | Stock | 28K | 833 | – |
VANGUARD INFORMATION TECHNOLOGY ETF | ETF | 7M | 12K | – |
SCHWAB U.S. LARGE-CAP VALUE ETF | ETF | 517K | 7K | – |
ARK FINTECH INNOVATION ETF | ETF | 4K | 130 | – |
SCHWAB US TIPS ETF | ETF | 2M | 33K | – |
SCHWAB INTERMEDIATE-TERM US TREASURY ETF | ETF | 98K | 2K | – |
PUTNAM PREMIER INCOME TR SH BEN INT | CEF | 10K | 3K | – |
WESTERN ASST INFLTN LKD INM FD COM SH BEN INT | CEF | 317K | 40K | – |
WALGREENS BOOTS ALLIANCE INC COM | Stock | 7K | 564 | – |
THOR INDS INC COM | Stock | 1K | 13 | – |
FIRST TRUST LOW DURATION STRATEGIC FOCUS ETF | ETF | 277K | 15K | – |
AMPHENOL CORP NEW CL A | Stock | 114K | 2K | – |
FRANKLIN LTD DURATION INCOME T COM | CEF | 260K | 41K | – |
BLACKROCK CORE BD TR SHS BEN INT | CEF | 49K | 5K | – |
ACUITY BRANDS INC COM | Stock | 5K | 20 | – |
BROOKFIELD CORP CL A LTD VT SH | Stock | 2K | 45 | – |
CENTERPOINT ENERGY INC COM | Stock | 29K | 944 | – |
CARLISLE COS INC COM | Stock | 313K | 772 | – |
DOLLAR TREE INC COM | Stock | 32K | 300 | – |
GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF | ETF | 63K | 2K | – |
DEFIANCE NEXT GEN CONNECTIVITY ETF | ETF | 22K | 524 | – |
ESCO TECHNOLOGIES INC COM | Stock | 4K | 39 | – |
INTERNATIONAL FLAVORS&FRAGRANC COM | Stock | 10K | 107 | – |
FLEX LNG LTD SHS | Stock | 22K | 800 | – |
HARTFORD TOTAL RETURN BOND ETF | ETF | 45K | 1K | – |
ROYAL CARIBBEAN GROUP COM | Stock | 61K | 380 | – |
PDS BIOTECHNOLOGY CORP COM | Stock | 6K | 2K | – |
STANLEY BLACK & DECKER INC COM | Stock | 4K | 52 | – |
HAWKINS INC COM | Stock | 9K | 97 | – |
STEPAN CO COM | Stock | 28K | 332 | – |
WELLTOWER INC COM | REIT | 62K | 592 | – |
DOW INC COM | Stock | 159K | 3K | – |
VANGUARD S&P MID-CAP 400 VALUE ETF | ETF | 18K | 208 | – |
CASSAVA SCIENCES INC COM | Stock | 2K | 152 | – |
LYFT INC CL A COM | Stock | 75K | 5K | – |
INNOVATOR U.S. EQUITY BUFFER ETF - APRIL | ETF | 52K | 1K | – |
INNOVATOR U.S. EQUITY POWER BUFFER ETF - APRIL | ETF | 377K | 11K | – |
WINTRUST FINL CORP COM | Stock | 9K | 91 | – |
KKR & CO INC COM | Stock | 11K | 108 | – |
ALCON AG ORD SHS | Stock | 445 | 5 | – |
UNITED AIRLS HLDGS INC COM | Stock | 47K | 960 | – |
PIMCO 25 YEAR ZERO COUPON US TREASURY INDEX EXCHANGE-TRADED FUND | ETF | 1M | 15K | – |
PINTEREST INC CL A | Stock | 2M | 41K | – |
ZOOM VIDEO COMMUNICATIONS INC CL A | Stock | 3K | 48 | – |
CONAGRA BRANDS INC COM | Stock | 11K | 391 | – |
GLOBAL X LITHIUM & BATTERY TECH ETF | ETF | 21K | 554 | – |
INVESCO TAXABLE MUNICIPAL BOND ETF | ETF | 3K | 125 | – |
LYONDELLBASELL INDUSTRIES N V SHS - A - | Stock | 63K | 655 | – |
VICTORYSHARES SHORT-TERM BOND ETF | ETF | 7M | 144K | – |
VANGUARD S&P 500 ETF | ETF | 7M | 14K | – |
GLOBAL X CLOUD COMPUTING ETF | ETF | 259K | 13K | – |
TIMOTHY PLAN HIGH DIVIDEND STOCK ETF | ETF | 8M | 238K | – |
TIMOTHY PLAN US LARGE/MID CAP CORE ETF | ETF | 4M | 96K | – |
ASTRAZENECA PLC SPONSORED ADR | ADR | 4K | 53 | – |
VANGUARD COMMUNICATION SERVICES ETF | ETF | 28K | 200 | – |
MORNINGSTAR INC COM | Stock | 19K | 63 | – |
ARROW ELECTRS INC COM | Stock | 4K | 31 | – |
FIRST TRUST CONSUMER STAPLES ALPHADEX FUND | ETF | 24K | 371 | – |
FIFTH THIRD BANCORP COM | Stock | 148K | 4K | – |
SPDR BLOOMBERG INTERNATIONAL CORPORATE BOND ETF | ETF | 2K | 64 | – |
UBER TECHNOLOGIES INC COM | Stock | 2M | 21K | – |
SPDR S&P MIDCAP 400 ETF TRUST | ETF | 266K | 497 | – |
FASTLY INC CL A | Stock | 0 | 0 | – |
QUADRATIC INTEREST RATE VOLATILITY & INFLATION HEDGE ETF | ETF | 2K | 100 | – |
GOLUB CAP BDC INC COM | CEF | 59K | 4K | – |
SABRA HEALTH CARE REIT INC COM | REIT | 2K | 115 | – |
CORTEVA INC COM | Stock | 43K | 788 | – |
AGREE RLTY CORP COM | REIT | 133K | 2K | – |
CONSOLIDATED EDISON INC COM | Stock | 696K | 8K | – |
BOOZ ALLEN HAMILTON HLDG CORP CL A | Stock | 3K | 20 | – |
GENERAL MTRS CO COM | Stock | 2M | 37K | – |
ISHARES U.S. REGIONAL BANKS ETF | ETF | 193K | 5K | – |
ITT INC COM | Stock | 5K | 39 | – |
INNOVATOR U.S. EQUITY POWER BUFFER ETF - JUNE | ETF | 252K | 7K | – |
HUNTINGTON BANCSHARES INC COM | Stock | 174K | 13K | – |
CROWDSTRIKE HLDGS INC CL A | Stock | 423K | 1K | – |
CHEWY INC CL A | Stock | 135K | 5K | – |
BLACKROCK U.S. EQUITY FACTOR ROTATION ETF | ETF | 2M | 38K | – |
ISHARES RUSSELL TOP 200 GROWTH ETF | ETF | 335K | 2K | – |
PACER CASH COWS FUND OF FUNDS ETF | ETF | 80K | 2K | – |
TARGA RES CORP COM | Stock | 34K | 262 | – |
INVESCO S&P 500 EQUAL WEIGHT ETF | ETF | 2M | 15K | – |
FRANKLIN U.S. MID CAP MULTIFACTOR INDEX ETF | ETF | 0 | 0 | – |
ISHARES SELF-DRIVING EV & TECH ETF | ETF | 12K | 412 | – |
PACER US EXPORT LEADERS ETF | ETF | 12K | 255 | – |
PGIM ACTIVE HIGH YIELD BOND ETF | ETF | 12K | 342 | – |
FRANKLIN SENIOR LOAN ETF FRANKLIN LIBERTY SENIOR LOAN FUND | ETF | 5K | 210 | – |
ISHARES MSCI JAPAN VALUE ETF | ETF | 96K | 3K | – |
ISHARES 0-5 YEAR TIPS BOND ETF | ETF | 2M | 16K | – |
ISHARES IBONDS 2024 TERM HIGH YIELD & INCOME ETF | ETF | 18K | 769 | – |
INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - JULY | ETF | 22K | 770 | – |
SPDR S&P 600 SMALL CAP VALUE ETF | ETF | 139K | 2K | – |
SPDR S&P 400 MID CAP GROWTH ETF | ETF | 154K | 2K | – |
SPDR S&P 600 SMALL CAP GROWTH ETF | ETF | 3M | 36K | – |
SPDR S&P 400 MID CAP VALUE ETF | ETF | 46K | 635 | – |
AFYA LTD CL A COM | Stock | 2K | 100 | – |
ISHARES MSCI EAFE GROWTH ETF | ETF | 2M | 20K | – |
ISHARES CYBERSECURITY & TECH ETF | ETF | 17K | 372 | – |
ABRDN LIFE SCIENCES INVESTORS SH BEN INT | CEF | 40K | 3K | – |
NUTRIBAND INC COM NEW | Stock | 162 | 30 | – |
VANGUARD RUSSELL 2000 ETF | ETF | 45K | 545 | – |
INNOVATOR U.S. EQUITY POWER BUFFER ETF - AUGUST | ETF | 119K | 3K | – |
INNOVATOR U.S. EQUITY BUFFER ETF - AUGUST | ETF | 24K | 600 | – |
ISHARES RUSSELL TOP 200 ETF | ETF | 11M | 81K | – |
MP MATERIALS CORP COM CL A | Stock | 89K | 7K | – |
WABTEC COM | Stock | 2K | 13 | – |
ELI LILLY & CO COM | Stock | 14M | 16K | – |
PILGRIMS PRIDE CORP COM | Stock | 4K | 100 | – |
ISHARES S&P GSCI COMMODITY INDEXED TRUST | ETF | 16K | 700 | – |
INNOVATOR U.S. EQUITY BUFFER ETF - SEPTEMBER | ETF | 41K | 1K | – |
AIR PRODS & CHEMS INC COM | Stock | 985K | 4K | – |
WISDOMTREE CLOUD COMPUTING FUND | ETF | 3K | 85 | – |
WISDOMTREE MANAGED FUTURES STRATEGY FUND | ETF | 97K | 3K | – |
SCHWAB U.S. REIT ETF | ETF | 280K | 14K | – |
PELOTON INTERACTIVE INC CL A COM | Stock | 145 | 43 | – |
INNOVATOR GROWTH-100 POWER BUFFER ETF- OCTOBER | ETF | 869K | 18K | – |
AVANTIS U.S. SMALL CAP VALUE ETF | ETF | 1M | 15K | – |
KB HOME COM | Stock | 7K | 106 | – |
VANGUARD RUSSELL 1000 GROWTH ETF | ETF | 39M | 411K | – |
VANGUARD RUSSELL 1000 VALUE ETF | ETF | 13K | 172 | – |
AVANTIS EMERGING MARKETS EQUITY ETF | ETF | 63K | 1K | – |
VANGUARD TOTAL INTERNATIONAL STOCK ETF | ETF | 124K | 2K | – |
VANGUARD S&P 500 VALUE ETF | ETF | 553K | 3K | – |
PACER TRENDPILOT US BOND ETF | ETF | 4M | 203K | – |
SERVICE PPTYS TR COM SH BEN INT | REIT | 2K | 375 | – |
INSPIRE INTERNATIONAL ETF | ETF | 122K | 4K | – |
INNOVATOR U.S. EQUITY POWER BUFFER ETF - NOVEMBER | ETF | 83K | 2K | – |
INNOVATOR U.S. EQUITY BUFFER ETF - NOVEMBER | ETF | 37K | 1K | – |
VANGUARD RUSSELL 2000 GROWTH ETF | ETF | 45K | 234 | – |
SCHWAB 1-5 YEAR CORPORATE BOND ETF | ETF | 410K | 8K | – |
VANGUARD RUSSELL 2000 VALUE ETF | ETF | 111K | 825 | – |
ISHARES RUSSELL MID-CAP VALUE ETF | ETF | 95K | 785 | – |
NUVEEN ESG HIGH YIELD CORPORATE BOND ETF | ETF | 2K | 97 | – |
FIRST TRUST INDXX NEXTG ETF | ETF | 640K | 8K | – |
SPDR BLOOMBERG EMERGING MARKETS LOCAL BOND ETF | ETF | 2K | 88 | – |
SPDR S&P EMERGING MARKETS DIVIDEND ETF | ETF | 4M | 107K | – |
FIRST MERCHANTS CORP COM | Stock | 22K | 650 | – |
INNOVATOR U.S. EQUITY POWER BUFFER ETF - DECEMBER | ETF | 47K | 1K | – |
BLACKROCK MUNIYILD QULT FD INC COM | CEF | 13K | 1K | – |
TIMOTHY PLAN INTERNATIONAL ETF | ETF | 218K | 8K | – |
TIMOTHY PLAN US SMALL CAP CORE ETF | ETF | 7M | 203K | – |
GLOBAL X CYBERSECURITY ETF | ETF | 387K | 13K | – |
VANGUARD MORTGAGE-BACKED SECURITIES ETF | ETF | 1K | 23 | – |
DRAFTKINGS INC NEW COM CL A | Stock | 33K | 870 | – |
VANGUARD S&P 500 GROWTH ETF | ETF | 766K | 2K | – |
WISDOMTREE MORTGAGE PLUS BOND FUND | ETF | 7K | 151 | – |
INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - JANUARY | ETF | 309K | 9K | – |
INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - JANUARY | ETF | 9K | 300 | – |
INNOVATOR GROWTH-100 POWER BUFFER ETF - JANUARY | ETF | 737K | 16K | – |
ISHARES RUSSELL 2000 ETF | ETF | 65K | 321 | – |
INVESCO SENIOR LOAN ETF | ETF | 3K | 122 | – |
HYLIION HOLDINGS CORP COMMON STOCK | Stock | 1K | 637 | – |
HUNTINGTON INGALLS INDS INC COM | Stock | 23K | 92 | – |
ISHARES CORE HIGH DIVIDEND ETF | ETF | 69K | 638 | – |
HORIZON TECHNOLOGY FIN CORP COM | CEF | 79K | 7K | – |
INNOVATOR U.S. EQUITY BUFFER ETF - FEBRUARY | ETF | 91K | 2K | – |
INNOVATOR U.S. EQUITY POWER BUFFER ETF - FEBRUARY | ETF | 130K | 4K | – |
GLOBAL X VIDEO GAMES & ESPORTS ETF | ETF | 143K | 7K | – |
REPLIGEN CORP COM | Stock | 13K | 100 | – |
VERTIV HOLDINGS CO COM CL A | Stock | 328K | 4K | – |
DUKE ENERGY CORP NEW COM NEW | Stock | 2M | 23K | – |
FT VEST U.S. EQUITY DEEP BUFFER ETF - FEBRUARY | ETF | 10K | 256 | – |
SPDR S&P AEROSPACE & DEFENSE ETF | ETF | 264K | 2K | – |
DIGITAL RLTY TR INC COM | REIT | 12K | 80 | – |
FIRST TRUST ACTIVE FACTOR SMALL CAP ETF | ETF | 481K | 17K | – |
INNOVATOR U.S. EQUITY POWER BUFFER ETF - MARCH | ETF | 125K | 3K | – |
INNOVATOR U.S. EQUITY BUFFER ETF - MARCH | ETF | 22K | 500 | – |
ALTO INGREDIENTS INC COM | Stock | 1M | 1M | – |
BLACKROCK INCOME TR INC COM NEW | CEF | 8K | 642 | – |
STURM RUGER & CO INC COM | Stock | 32K | 767 | – |
MICRON TECHNOLOGY INC COM | Stock | 244K | 2K | – |
SCHWAB LONG-TERM U.S. TREASURY ETF | ETF | 196K | 6K | – |
VIRTUS STONE HBR EMRG MKTS INC COM | CEF | 64K | 12K | – |
WESTERN ASSET INVESTMENT GRADE COM | CEF | 18K | 2K | – |
CARRIER GLOBAL CORPORATION COM | Stock | 17K | 273 | – |
BROOKFIELD INFRASTRUCTURE CORP COM SB VTG SHS A | Stock | 0 | 0 | – |
SCHWAB 5-10 YEAR CORPORATE BOND ETF | ETF | 661K | 15K | – |
INNOVATOR GROWTH-100 POWER BUFFER ETF - APRIL | ETF | 587K | 12K | – |
AFLAC INC COM | Stock | 125K | 1K | – |
FREEPORT-MCMORAN INC CL B | Stock | 48K | 995 | – |
SYSCO CORP COM | Stock | 767K | 11K | – |
GLOBAL X GENOMICS & BIOTECHNOLOGY ETF | ETF | 2K | 222 | – |
CHIPOTLE MEXICAN GRILL INC COM | Stock | 36K | 580 | – |
AMERICAN CENTURY FOCUSED LARGE CAP VALUE ETF | ETF | 4M | 56K | – |
ISHARES U.S. AEROSPACE & DEFENSE ETF | ETF | 19K | 144 | – |
INVESCO S&P 500 LOW VOLATILITY ETF | ETF | 287K | 4K | – |
WOODSIDE ENERGY GROUP LTD SPONSORED ADR | ADR | 2K | 109 | – |
URANIUM RTY CORP COM | Stock | 450 | 200 | – |
INNOVATOR U.S. EQUITY POWER BUFFER ETF - MAY | ETF | 417K | 12K | – |
ROBO GLOBAL ARTIFICIAL INTELLIGENCE ETF | ETF | 38K | 850 | – |
IOVANCE BIOTHERAPEUTICS INC COM | Stock | 109K | 14K | – |
JPMORGAN EQUITY PREMIUM INCOME ETF | ETF | 156K | 3K | – |
VANGUARD S&P SMALL-CAP 600 GROWTH ETF | ETF | 854K | 8K | – |
INVESCO S&P MIDCAP MOMENTUM ETF | ETF | 280K | 2K | – |
FIRST TRUST LONG DURATION OPPORTUNITIES ETF | ETF | 969K | 46K | – |
GABELLI DIVID & INCOME TR COM | CEF | 25K | 1K | – |
INVESCO S&P MIDCAP QUALITY ETF | ETF | 865K | 9K | – |
ISHARES FLOATING RATE BOND ETF | ETF | 136K | 3K | – |
SONY GROUP CORP SPONSORED ADR | ADR | 3K | 34 | – |
FIDELITY BLUE CHIP GROWTH ETF | ETF | 10K | 235 | – |
FIDELITY FUNDAMENTAL LARGE CAP CORE ETF | ETF | 21K | 491 | – |
PREMIER FINANCIAL CORP COM | Stock | 40K | 2K | – |
INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - JULY | ETF | 3K | 100 | – |
INNOVATOR GROWTH-100 POWER BUFFER ETF - JULY | ETF | 951K | 16K | – |
OCCIDENTAL PETE CORP WT EXP 080327 | Stock | 6K | 144 | – |
AMERICAN CENTURY FOCUSED DYNAMIC GROWTH ETF | ETF | 6M | 65K | – |
PC CONNECTION INC COM | Stock | 6K | 97 | – |
AMKOR TECHNOLOGY INC COM | Stock | 12K | 301 | – |
FT VEST U.S. EQUITY BUFFER ETF - JULY | ETF | 13K | 272 | – |
FT VEST U.S. EQUITY DEEP BUFFER ETF - JULY | ETF | 27K | 681 | – |
LINDSAY CORP COM | Stock | 2K | 13 | – |
ISHARES DJ SELECT DIVIDEND | ETF | 104K | 863 | – |
AMERICAN ELEC PWR CO INC COM | Stock | 238K | 3K | – |
CNX RES CORP COM | Stock | 146 | 6 | – |
EDISON INTL COM | Stock | 2K | 23 | – |
EVERSOURCE ENERGY COM | Stock | 454 | 8 | – |
FT VEST LADDERED BUFFER ETF | ETF | 36K | 1K | – |
ISHARES RUSSELL MID-CAP GROWTH ETF | ETF | 200K | 2K | – |
HIGHPEAK ENERGY INC COM | Stock | 4M | 305K | – |
MARATHON PETE CORP COM | Stock | 353K | 2K | – |
GLOBAL X VARIABLE RATE PREFERRED ETF | ETF | 42K | 2K | – |
XPENG INC ADS | ADR | 5K | 700 | – |
VANGUARD FTSE PACIFIC ETF | ETF | 34K | 462 | – |
INVESCO AEROSPACE & DEFENSE ETF | ETF | 3M | 33K | – |
ADVISORSHARES PURE US CANNABIS ETF | ETF | 367 | 50 | – |
ISHARES ESG ADVANCED TOTAL USD BOND MARKET ETF | ETF | 139K | 3K | – |
FIRST TRUST CLOUD COMPUTING ETF | ETF | 12K | 130 | – |
FULLER H B CO COM | Stock | 593K | 8K | – |
INSPIRE TACTICAL BALANCED ETF | ETF | 57K | 2K | – |
SNOWFLAKE INC CL A | Stock | 9K | 67 | – |
LAKELAND FINL CORP COM | Stock | 24K | 392 | – |
APPLIED INDL TECHNOLOGIES INC COM | Stock | 30K | 157 | – |
PINNACLE FINL PARTNERS INC COM | Stock | 8K | 97 | – |
ZILLOW GROUP INC CL A | Stock | 7K | 150 | – |
VANGUARD SMALL CAP VALUE ETF | ETF | 2M | 12K | – |
FT VEST U.S. EQUITY DEEP BUFFER ETF - SEPTEMBER | ETF | 35K | 894 | – |
PALANTIR TECHNOLOGIES INC CL A | Stock | 313K | 12K | – |
VANECK IG FLOATING RATE ETF | ETF | 150K | 6K | – |
ISHARES ESG ADVANCED MSCI EAFE ETF | ETF | 110K | 2K | – |
ALLIANZIM U.S. LARGE CAP BUFFER10 OCT ETF | ETF | 33K | 900 | – |
ISHARES ESG ADVANCED MSCI USA ETF | ETF | 203K | 4K | – |
SPDR BLOOMBERG 3-12 MONTH T-BILL ETF | ETF | 2K | 25 | – |
FIRST TRUST SMALL CAP VALUE ALPHADEX FUND | ETF | 103K | 2K | – |
CHEMED CORP NEW COM | Stock | 35K | 64 | – |
INVESCO NASDAQ 100 ETF | ETF | 306K | 2K | – |
MIDDLESEX WTR CO COM | Stock | 211K | 4K | – |
COMMUNITY TR BANCORP INC COM | Stock | 88K | 2K | – |
REGENERON PHARMACEUTICALS COM | Stock | 187K | 178 | – |
CENTRAL GARDEN & PET CO CL A NON-VTG | Stock | 760 | 23 | – |
BRUKER CORP COM | Stock | 5K | 77 | – |
PAYONEER GLOBAL INC COM | Stock | 28K | 5K | – |
ATLASSIAN CORPORATION CL A | Stock | 8K | 45 | – |
ALPHA & OMEGA SEMICONDUCTOR LT SHS | Stock | 14K | 387 | – |
VIATRIS INC COM | Stock | 3K | 241 | – |
VIRTUS TERRANOVA US QUALITY MOMENTUM ETF | ETF | 17K | 486 | – |
DIMENSIONAL US CORE EQUITY MARKET ETF | ETF | 310K | 8K | – |
DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | ETF | 90K | 3K | – |
SPDR PORTFOLIO CORPORATE BOND ETF | ETF | 4K | 137 | – |
FIRST SOLAR INC COM | Stock | 108K | 480 | – |
FRANCO NEV CORP COM | Stock | 72K | 606 | – |
PIMCO 0-5 YEAR HIGH YIELD CORPORATE BOND INDEX EXCHANGE-TRADED FUND | ETF | 28K | 300 | – |
SOFI TECHNOLOGIES INC COM | Stock | 331 | 50 | – |
THE AARONS COMPANY INC COM | Stock | 200 | 20 | – |
GLOBAL X CLEANTECH ETF | ETF | 9K | 1K | – |
DIMENSIONAL EMERGING CORE EQUITY MARKET ETF | ETF | 133 | 5 | – |
SCHWAB US AGGREGATE BOND ETF | ETF | 5M | 107K | – |
ISHARES MSCI EAFE VALUE INDEX ETF | ETF | 1M | 23K | – |
C3 AI INC CL A | Stock | 579 | 20 | – |
AIRBNB INC COM CL A | Stock | 137K | 903 | – |
SPDR NUVEEN BLOOMBERG HIGH YIELD MUNICIPAL BOND ETF | ETF | 40K | 2K | – |
STAG INDL INC COM | REIT | 9K | 251 | – |
ENERGY TRANSFER L P COM UT LTD PTN | Stock | 182K | 11K | – |
FS CREDIT OPPORTUNITIES CORP COMMON STOCK | CEF | 670K | 105K | – |
FORTUNE BRANDS INNOVATIONS INC COM | Stock | 52K | 800 | – |
INSPIRE FAITHWARD MID CAP MOMENTUM ETF | ETF | 24M | 793K | – |
GENTEX CORP COM | Stock | 97K | 3K | – |
FT VEST US EQUITY BUFFER ETF - DECEMBER | ETF | 110K | 3K | – |
SWAN HEDGED EQUITY US LARGE CAP ETF | ETF | 112K | 5K | – |
VANGUARD MID-CAP GROWTH ETF | ETF | 1M | 5K | – |
SCHWAB US DIVIDEND EQUITY ETF | ETF | 3M | 38K | – |
AFFIRM HLDGS INC COM CL A | Stock | 3K | 100 | – |
ISHARES MSCI EUROPE FINANCIALS ETF | ETF | 39K | 2K | – |
FT VEST US EQUITY BUFFER ETF - JANUARY | ETF | 495K | 11K | – |
FT VEST US EQUITY DEEP BUFFER ETF - JANUARY | ETF | 10K | 278 | – |
NOVAVAX INC COM NEW | Stock | 152 | 12 | – |
FT VEST LADDERED DEEP BUFFER ETF | ETF | 35K | 1K | – |
PATRIA INVESTMENTS LIMITED COM CL A | Stock | 32K | 3K | – |
XYLEM INC COM | Stock | 38K | 278 | – |
ISHARES MSCI GLOBAL MIN VOL FACTOR ETF | ETF | 865K | 8K | – |
WISDOMTREE CYBERSECURITY FUND | ETF | 4K | 140 | – |
FT VEST U.S. EQUITY BUFFER ETF - SEPTEMBER | ETF | 399K | 9K | – |
CHARGEPOINT HOLDINGS INC COM CL A | Stock | 806 | 534 | – |
ROBLOX CORP CL A | Stock | 8K | 225 | – |
OUSTER INC COM NEW | Stock | 983 | 100 | – |
ALGER MID CAP 40 ETF | ETF | 1M | 82K | – |
GLOBAL X SOCIAL MEDIA ETF | ETF | 25K | 601 | – |
DIGITALOCEAN HLDGS INC COM | Stock | 110K | 3K | – |
DIREXION HYDROGEN ETF | ETF | 5K | 513 | – |
FT VEST US EQUITY DEEP BUFFER ETF - MARCH | ETF | 11K | 301 | – |
ALLIANZIM U.S. LARGE CAP BUFFER10 JUL ETF | ETF | 55K | 2K | – |
ALLIANZIM US LARGE CAP BUFFER20 APR ETF | ETF | 147K | 5K | – |
FT VEST US EQUITY BUFFER ETF - MARCH | ETF | 690 | 17 | – |
VANGUARD ULTRA-SHORT BOND ETF | ETF | 67K | 1K | – |
COINBASE GLOBAL INC COM CL A | Stock | 121K | 544 | – |
BLACKROCK U.S. CARBON TRANSITION READINESS ETF | ETF | 333K | 6K | – |
BLACKROCK WORLD EX U.S. CARBON TRANSITION READINESS ETF | ETF | 53K | 1K | – |
TRACTOR SUPPLY CO COM | Stock | 38K | 141 | – |
UIPATH INC CL A | Stock | 6K | 500 | – |
SKYWATER TECHNOLOGY INC COM | Stock | 15K | 2K | – |
FT VEST U.S. EQUITY DEEP BUFFER ETF - OCTOBER | ETF | 36K | 943 | – |
BLACKROCK INTERMEDIATE MUNI INCOME BOND ETF | ETF | 20K | 845 | – |
INVESCO FTSE RAFI US 1000 ETF | ETF | 12K | 324 | – |
BLACKROCK ENHANCED EQUITY DIVI COM | CEF | 60K | 7K | – |
ISHARES GLOBAL 100 ETF | ETF | 1M | 15K | – |
FIRST TRUST INNOVATION LEADERS ETF | ETF | 1M | 48K | – |
ORGANON & CO COMMON STOCK | Stock | 11K | 538 | – |
NEOGEN CORP COM | Stock | 3K | 209 | – |
VISA INC COM CL A | Stock | 549K | 2K | – |
WENDYS CO COM | Stock | 17K | 1K | – |
VANECK PHARMACEUTICAL ETF | ETF | 39K | 425 | – |
SJW GROUP COM | Stock | 184K | 3K | – |
FT VEST NASDAQ-100 BUFFER ETF - JUNE | ETF | 13K | 500 | – |
ISHARES MSCI EAFE MIN VOL FACTOR ETF | ETF | 3K | 43 | – |
NEUEHEALTH INC COM NEW | Stock | 158 | 29 | – |
DOXIMITY INC CL A | Stock | 118K | 4K | – |
INVESCO PHLX SEMICONDUCTOR ETF | ETF | 6K | 132 | – |
INVESCO KBW BANK ETF | ETF | 3K | 47 | – |
META MATERIALS INC COM NEW | Stock | 108 | 36 | – |
DT MIDSTREAM INC COMMON STOCK | Stock | 6K | 87 | – |
HERSHEY CO COM | Stock | 238K | 1K | – |
PHILLIPS EDISON & CO INC COMMON STOCK | REIT | 17K | 515 | – |
OPPFI INC COM CL A | Stock | 4K | 1K | – |
LUCID GROUP INC COM | Stock | 3K | 1K | – |
ROBINHOOD MKTS INC COM CL A | Stock | 2K | 100 | – |
GXO LOGISTICS INCORPORATED COMMON STOCK | Stock | 13K | 250 | – |
PACER METAURUS US LARGE CAP DIVIDEND MULTIPLIER 400 ETF | ETF | 152K | 4K | – |
374WATER INC COM | Stock | 5K | 4K | – |
VICTORIAS SECRET AND CO COMMON STOCK | Stock | 2K | 97 | – |
BATH & BODY WORKS INC COM | Stock | 57K | 1K | – |
INVESCO S&P EMERGING MARKETS LOW VOLATILITY ETF | ETF | 20K | 844 | – |
ISHARES MSCI USA MIN VOL FACTOR ETF | ETF | 98K | 1K | – |
JACKSON FINANCIAL INC COM CL A | Stock | 62K | 837 | – |
ON HLDG AG NAMEN AKT A | Stock | 4K | 100 | – |
FT VEST NASDAQ-100 BUFFER ETF - SEPTEMBER | ETF | 10M | 375K | – |
TOAST INC CL A | Stock | 3K | 100 | – |
PIMCO ACTIVE BOND EXCHANGE-TRADED FUND | ETF | 671K | 7K | – |
SYLVAMO CORP COMMON STOCK | Stock | 2K | 29 | – |
UNITED STATES OIL FUND LP | ETF | 25K | 315 | – |
TRUMP MEDIA & TECHNOLOGY GROUP COM | Stock | 26K | 782 | – |
KELLANOVA COM | Stock | 62K | 1K | – |
PIMCO MUNICIPAL INCOME OPPORTUNITIES ACTIVE EXCHANGE-TRADED FUND | ETF | 64K | 1K | – |
INVESCO S&P 500 GARP ETF | ETF | 255K | 2K | – |
VIVID SEATS INC COM CL A | Stock | 575 | 100 | – |
PROSHARES BITCOIN STRATEGY ETF | ETF | 836 | 37 | – |
PORTILLOS INC COM CL A | Stock | 11K | 1K | – |
TRUMP MEDIA & TECHNOLOGY GROUP WT EXP 032529 | Stock | 43K | 2K | – |
ISHARES MSCI INDIA ETF | ETF | 63K | 1K | – |
KYNDRYL HLDGS INC COMMON STOCK | Stock | 1K | 46 | – |
VANGUARD SMALL CAP GROWTH ETF | ETF | 3M | 14K | – |
VANGUARD VALUE ETF | ETF | 28M | 172K | – |
VANGUARD GROWTH ETF | ETF | 23M | 62K | – |
SPDR BARCLAYS CAPITAL SHORT TERM HIGH YIELD BOND ETF | ETF | 522K | 21K | – |
ISHARES U.S. TREASURY BOND ETF | ETF | 700K | 31K | – |
RIVIAN AUTOMOTIVE INC COM CL A | Stock | 83K | 6K | – |
ENPHASE ENERGY INC COM | Stock | 64K | 646 | – |
ORION OFFICE REIT INC COM | REIT | 140 | 39 | – |
PEMBINA PIPELINE CORP COM | Stock | 4K | 113 | – |
FLEXSHARES IBOXX 5 YEAR TARGET DURATION TIPS INDEX FUND | ETF | 121K | 5K | – |
DIMENSIONAL CORE FIXED INCOME ETF | ETF | 6K | 150 | – |
INVESCO S&P INTERNATIONAL DEVELOPED LOW VOLATILITY ETF | ETF | 2K | 61 | – |
FIRST TRUST LIMITED DURATION INVESTMENT GRADE CORPORATE ETF | ETF | 384K | 20K | – |
ISHARES MICRO-CAP ETF | ETF | 6K | 50 | – |
RUBICON TECHNOLOGIES INC CL A | Stock | 3 | 29 | – |
MOTLEY FOOL GLOBAL OPPORTUNITIES ETF | ETF | 47K | 2K | – |
ISHARES J.P. MORGAN EM CORPORATE BOND ETF | ETF | 1K | 26 | – |
BAHL & GAYNOR SMALL/MID CAP INCOME GROWTH ETF | ETF | 52K | 2K | – |
L3HARRIS TECHNOLOGIES INC COM | Stock | 930K | 4K | – |
SPIRE INC COM | Stock | 5K | 75 | – |
VANECK SEMICONDUCTOR ETF | ETF | 555K | 2K | – |
COMPOSECURE INC COM CL A | Stock | 14K | 2K | – |
PHILLIPS 66 COM | Stock | 184K | 1K | – |
CHENIERE ENERGY INC | Stock | 159K | 911 | – |
AMERICAN TOWER CORP NEW COM | REIT | 143K | 733 | – |
ZEBRA TECHNOLOGIES CORPORATION CL A | Stock | 2K | 7 | – |
VANECK OIL SERVICES ETF | ETF | 6K | 20 | – |
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | ETF | 273K | 2K | – |
GORMAN RUPP CO COM | Stock | 709K | 19K | – |
ALLIANZIM U.S. LARGE CAP 6 MONTH BUFFER10 JAN/JUL ETF | ETF | 9K | 300 | – |
ROYCE SMALL CAP TRUST INC COM | CEF | 22K | 2K | – |
WISDOMTREE U.S. SMALLCAP DIVIDEND FUND | ETF | 5K | 148 | – |
WISDOMTREE INTERNATIONAL AI ENHANCED VALUE FUND | ETF | 12K | 300 | – |
SANDSTORM GOLD LTD COM NEW | Stock | 26 | 5 | – |
DOORDASH INC CL A | Stock | 4K | 37 | – |
ISHARES MSCI GLOBAL METALS & MINING PRODUCERS ETF | ETF | 82K | 2K | – |
CONSTELLATION ENERGY CORP COM | Stock | 241K | 1K | – |
FIRST TRUST CAPITAL STRENGTH ETF | ETF | 2M | 22K | – |
EATON VANCE ENHANCED EQUITY IN COM | CEF | 36K | 2K | – |
GLADSTONE INVT CORP COM | CEF | 8K | 600 | – |
INNOVATOR LADDERED ALLOCATION BUFFER ETF | ETF | 31K | 1K | – |
META PLATFORMS INC CL A | Stock | 385K | 764 | – |
GLOBAL X MLP ETF | ETF | 92K | 2K | – |
SPDR BLACKSTONE HIGH INCOME ETF | ETF | 19K | 677 | – |
BONDBLOXX USD HIGH YIELD BOND ENERGY SECTOR ETF | ETF | 11K | 286 | – |
CAPITAL GROUP GROWTH ETF | ETF | 336K | 10K | – |
CAPITAL GROUP DIVIDEND VALUE ETF | ETF | 12M | 356K | – |
CAPITAL GROUP GLOBAL GROWTH EQUITY ETF | ETF | 60K | 2K | – |
CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF | ETF | 12K | 461 | – |
DIMENSIONAL US HIGH PROFITABILITY ETF | ETF | 0 | 0 | – |
CAPITAL GROUP CORE EQUITY ETF | ETF | 6M | 179K | – |
CAPITAL GROUP CORE PLUS INCOME ETF | ETF | 26K | 1K | – |
ISHARES US TRANSPORTATION ETF | ETF | 6K | 93 | – |
ASML HOLDING N V N Y REGISTRY SHS | ADR | 82K | 80 | – |
TIMOTHY PLAN HIGH DIVIDEND STOCK ENHANCED ETF | ETF | 443K | 19K | – |
INGREDION INC COM | Stock | 3K | 25 | – |
AMERICAN AIRLS GROUP INC COM | Stock | 193 | 17 | – |
SONICSHARES GLOBAL SHIPPING ETF | ETF | 6K | 154 | – |
UNITED BANKSHARES INC WEST VA COM | Stock | 2K | 51 | – |
ADAMS DIVERSIFIED EQUITY FD COM | CEF | 43K | 2K | – |
VANGUARD MATERIALS ETF | ETF | 31K | 159 | – |
FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND | ETF | 21K | 700 | – |
SERVICENOW INC COM | Stock | 12K | 15 | – |
BCE INC COM NEW | Stock | 8K | 232 | – |
DOUBLELINE SHILLER CAPE U.S. EQUITIES ETF | ETF | 14K | 500 | – |
DIMENSIONAL US MARKETWIDE VALUE ETF | ETF | 46K | 1K | – |
JPMORGAN MARKET EXPANSION ENHANCED EQUITY ETF | ETF | 4M | 63K | – |
FIRST FINL BANCORP OH COM | Stock | 6K | 250 | – |
BLACK HILLS CORP COM | Stock | 761K | 14K | – |
CHESAPEAKE UTILS CORP COM | Stock | 48K | 450 | – |
PALO ALTO NETWORKS INC COM | Stock | 517K | 2K | – |
SOUNDHOUND AI INC CLASS A COM | Stock | 31K | 8K | – |
ALPS SECTOR DIVIDEND DOGS ETF | ETF | 5K | 101 | – |
SITIO ROYALTIES CORP CLASS A COM | Stock | 3K | 128 | – |
JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF | ETF | 13M | 203K | – |
VANECK PREFERRED SECURITIES EX FINANCIALS ETF | ETF | 3K | 190 | – |
EPAM SYS INC COM | Stock | 7K | 39 | – |
FMC CORP COM NEW | Stock | 9K | 151 | – |
O-I GLASS INC COM | Stock | 78K | 7K | – |
FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND | ETF | 22K | 111 | – |
HALEON PLC SPON ADS | ADR | 8K | 970 | – |
HEALTHCARE RLTY TR CL A COM | REIT | 8K | 477 | – |
SPDR SSGA MULTI-ASSET REAL RETURN ETF | ETF | 659K | 24K | – |
INVESCO TR INVT GRADE MUNS COM | CEF | 1K | 146 | – |
DIREXION DAILY TSLA BULL 2X SHARES | ETF | 2K | 200 | – |
STRIVE U.S. ENERGY ETF | ETF | 25K | 838 | – |
ELME COMMUNITIES SH BEN INT | REIT | 3K | 167 | – |
DIREXION DAILY AAPL BULL 2X SHARES | ETF | 7K | 200 | – |
US TREASURY 3 MONTH BILL ETF | ETF | 36K | 727 | – |
MONDELEZ INTL INC CL A | Stock | 131K | 2K | – |
MERCURY SYS INC COM | Stock | 51K | 2K | – |
WP CAREY INC COM | REIT | 139K | 3K | – |
PENTAIR PLC SHS | Stock | 371K | 5K | – |
ONEASCENT EMERGING MARKETS ETF | ETF | 48K | 2K | – |
PUTNAM FOCUSED LARGE CAP VALUE ETF | ETF | 7K | 200 | – |
RUMBLE INC COM CL A | Stock | 9K | 2K | – |
DIREXION DAILY AMZN BULL 2X SHARES | ETF | 7K | 200 | – |
BROADCOM INC COM | Stock | 681K | 424 | – |
SPDR BLOOMBERG EMERGING MARKETS USD BOND ETF | ETF | 2K | 73 | – |
SCHWAB MUNICIPAL BOND ETF | ETF | 412K | 8K | – |
DIAMONDBACK ENERGY INC COM | Stock | 50K | 252 | – |
ISHARES CORE 10 YEAR USD BOND ETF | ETF | 3M | 60K | – |
CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF | ETF | 314K | 12K | – |
CAPITAL GROUP MUNICIPAL INCOME ETF | ETF | 11K | 415 | – |
VANGUARD SHORT TERM INFL-PROTECTED | ETF | 1M | 30K | – |
ISHARES GNMA BOND ETF | ETF | 4M | 92K | – |
WEX INC COM | Stock | 2K | 13 | – |
D R HORTON INC COM | Stock | 14K | 100 | – |
JOHNSON CTLS INTL PLC SHS | Stock | 36K | 545 | – |
METLIFE INC COM | Stock | 12K | 167 | – |
CANADIAN PACIFIC KANSAS CITY COM | Stock | 74K | 944 | – |
FLOWERS FOODS INC COM | Stock | 1K | 45 | – |
MOODYS CORP COM | Stock | 7K | 17 | – |
MARTIN MARIETTA MATLS INC COM | Stock | 11K | 20 | – |
CEMEX SAB DE CV SPON ADR NEW | ADR | 21K | 3K | – |
NEW YORK CMNTY BANCORP INC COM | Stock | 4K | 1K | – |
HONDA MOTOR LTD ADR ECH CNV IN 3 | ADR | 1K | 40 | – |
MAGNA INTL INC COM | Stock | 13K | 298 | – |
ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | ETF | 37K | 554 | – |
GDL FD COM SH BEN IT | CEF | 13K | 2K | – |
NOVARTIS AG SPONSORED ADR | ADR | 44K | 413 | – |
ARCIMOTO INC COM NEW | Stock | 1 | 7 | – |
ISHARES CORE MSCI EAFE ETF | ETF | 5M | 71K | – |
WD 40 CO COM | Stock | 22K | 101 | – |
ROYAL BK CDA COM | Stock | 1M | 11K | – |
ALLIANZIM U.S. LARGE CAP BUFFER20 DEC ETF | ETF | 94K | 3K | – |
INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF | ETF | 22K | 500 | – |
COMMERCIAL METALS CO COM | Stock | 9K | 170 | – |
AGF U.S. MARKET NEUTRAL ANTI-BETA FUND | ETF | 3M | 146K | – |
BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS | Stock | 419 | 11 | – |
MONROE CAP CORP COM | CEF | 92K | 12K | – |
CF INDS HLDGS INC COM | Stock | 23K | 317 | – |
WISDOMTREE U.S. TOTAL DIVIDEND FUND | ETF | 447K | 6K | – |
SL GREEN RLTY CORP COM | REIT | 13K | 221 | – |
KINDER MORGAN INC DEL COM | Stock | 44K | 2K | – |
FIRST TRUST EUROPE ALPHADEX FUND | ETF | 2K | 42 | – |
NEOS S&P 500 HIGH INCOME ETF | ETF | 33K | 650 | – |
ACCENTURE PLC IRELAND SHS CLASS A | Stock | 80K | 263 | – |
EQUIFAX INC COM | Stock | 7K | 30 | – |
GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | Stock | 209K | 3K | – |
OMNICOM GROUP INC COM | Stock | 3K | 35 | – |
INVESCO MSCI SUSTAINABLE FUTURE ETF | ETF | 7K | 190 | – |
SPDR PORTFOLIO HIGH YIELD BOND ETF | ETF | 1M | 47K | – |
NEOGENOMICS INC COM NEW | Stock | 1K | 80 | – |
GOODYEAR TIRE & RUBR CO COM | Stock | 738 | 65 | – |
KROGER CO COM | Stock | 115K | 2K | – |
PACER US LARGE CAP CASH COWS GROWTH LEADERS ETF | ETF | 172K | 6K | – |
ENBRIDGE INC COM | Stock | 38K | 1K | – |
INVESCO S&P SMALLCAP VALUE WITH MOMENTUM ETF | ETF | 585K | 11K | – |
VITESSE ENERGY INC COMMON STOCK | Stock | 924 | 39 | – |
CALIFORNIA WTR SVC GROUP COM | Stock | 569K | 12K | – |
ENTEGRIS INC COM | Stock | 41K | 303 | – |
ISHARES U.S. MEDICAL DEVICES ETF | ETF | 4M | 63K | – |
SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF | ETF | 2M | 57K | – |
INSPIRE FIDELIS MULTI FACTOR ETF | ETF | 97K | 3K | – |
NICE LTD SPONSORED ADR | ADR | 8K | 48 | – |
NVIDIA CORPORATION COM | Stock | 6M | 51K | – |
FT VEST U.S. EQUITY MODERATE BUFFER ETF - JAN | ETF | 64K | 2K | – |
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | ETF | 5K | 100 | – |
ISHARES SHORT TREASURY BOND ETF | ETF | 19K | 174 | – |
WESTERN DIGITAL CORP. COM | Stock | 32K | 428 | – |
ARCHER DANIELS MIDLAND CO COM | Stock | 114K | 2K | – |
CUMMINS INC COM | Stock | 318K | 1K | – |
EOG RES INC COM | Stock | 16K | 124 | – |
GENUINE PARTS CO COM | Stock | 756K | 5K | – |
UNITED STATES COPPER INDEX FUND | ETF | 3K | 118 | – |
GRAINGER W W INC COM | Stock | 840K | 931 | – |
FIRST TRUST GROWTH STRENGTH ETF | ETF | 2M | 63K | – |
MOSAIC CO NEW COM | Stock | 3K | 96 | – |
ALLIANZIM U.S. LARGE CAP BUFFER20 FEB ETF | ETF | 71K | 2K | – |
WHEATON PRECIOUS METALS CORP COM | Stock | 190K | 4K | – |
ABBVIE INC COM | Stock | 434K | 3K | – |
INVESCO HIGH YIELD BOND FACTOR ETF | ETF | 8K | 378 | – |
NATIONAL GRID PLC SPONSORED ADR NE | ADR | 8K | 139 | – |
FT VEST US EQUITY MODERATE BUFFER ETF FEBRUARY | ETF | 179K | 5K | – |
S&P GLOBAL INC COM | Stock | 1K | 3 | – |
KORN FERRY COM NEW | Stock | 6K | 83 | – |
TIMOTHY PLAN MARKET NEUTRAL ETF | ETF | 87K | 4K | – |
ALLIANZIM U.S. LARGE CAP BUFFER20 MAR ETF | ETF | 35K | 1K | – |
SPDR S&P BIOTECH ETF | ETF | 7K | 76 | – |
SPDR S&P HOMEBUILDERS ETF | ETF | 100K | 992 | – |
WISDOMTREE INTERNATIONAL SMALLCAP DIVIDEND FUND | ETF | 112K | 2K | – |
VANGUARD SHORT-TERM TAX EXEMPT BOND ETF | ETF | 1M | 14K | – |
FIRST MID ILL BANCSHARES INC COM | Stock | 355K | 11K | – |
INTERACTIVE BROKERS GROUP INC COM CL A | Stock | 29K | 235 | – |
PEAKSTONE REALTY TRUST COMMON SHARES | REIT | 42K | 4K | – |
INVESCO S&P GLOBAL WATER INDEX ETF | ETF | 2M | 27K | – |
ISHARES CORE MSCI EMERGING MKTS | ETF | 319K | 6K | – |
MANULIFE FINL CORP COM | Stock | 60K | 2K | – |
FIS CHRISTIAN STOCK FUND | ETF | 150K | 5K | – |
ISHARES 10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | ETF | 33K | 666 | – |
GRANITESHARES 2X LONG META DAILY ETF | ETF | 3K | 100 | – |
CASEYS GEN STORES INC COM | Stock | 34K | 90 | – |
FT VEST U.S. EQUITY MODERATE BUFFER FUND - APR | ETF | 37K | 1K | – |
VANGUARD TOTAL BOND MARKET ETF | ETF | 174K | 2K | – |
VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | ETF | 24K | 402 | – |
COTERRA ENERGY INC COM | Stock | 206K | 8K | – |
NORWEGIAN CRUISE LINE HLDG LTD SHS | Stock | 8K | 400 | – |
ROUNDHILL MAGNIFICENT SEVEN ETF | ETF | 1K | 33 | – |
LANCASTER COLONY CORP COM | Stock | 706K | 4K | – |
KENVUE INC COM | Stock | 22K | 1K | – |
NATIONAL FUEL GAS CO COM | Stock | 554K | 10K | – |
NORTHWEST NAT HLDG CO COM | Stock | 481K | 13K | – |
ISHARES CORE 1-5 YEAR USD BOND ETF | ETF | 26K | 542 | – |
RANGE RES CORP COM | Stock | 0 | 0 | – |
PTC INC COM | Stock | 11K | 62 | – |
VIRTUS DIVIDEND INTEREST & PR COM | CEF | 11K | 897 | – |
INVESCO LTD SHS | Stock | 15K | 982 | – |
ZOETIS INC CL A | Stock | 22K | 126 | – |
TFS FINL CORP COM | Stock | 38K | 3K | – |
ATMUS FILTRATION TECHNOLOGIES COM | Stock | 2K | 72 | – |
HEICO CORP NEW COM | Stock | 6K | 29 | – |
BLACKROCK FLEXIBLE INCOME ETF | ETF | 724K | 14K | – |
NORTHERN DYNASTY MINERALS LTD COM NEW | Stock | 342 | 1K | – |
VALE S A SPONSORED ADS | ADR | 14K | 1K | – |
T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF | ETF | 63K | 2K | – |
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS | ADR | 406K | 2K | – |
INVESCO S&P SMALLCAP LOW VOLATILITY ETF | ETF | 3K | 64 | – |
FIRST TRUST NASDAQ GLOBAL AUTO INDEX FUND | ETF | 41K | 708 | – |
ISHARES ESG AWARE MSCI EM ETF | ETF | 52K | 2K | – |
SIBANYE STILLWATER LTD SPONSORED ADR | ADR | 23K | 5K | – |
VANECK BDC INCOME ETF | ETF | 3K | 150 | – |
FIRST TRUST PREFERRED SECURITIES & INCOME ETF | ETF | 283K | 16K | – |
ISHARES RUSSELL 2000 GROWTH ETF | ETF | 21K | 81 | – |
FIRST TRUST TACTICAL HIGH YIELD ETF | ETF | 26K | 648 | – |
INVESCO S&P 500 QUALITY ETF | ETF | 8M | 125K | – |
ARTISAN PARTNERS ASSET MGMT IN CL A | Stock | 27K | 656 | – |
BLACKSTONE INC COM | Stock | 29K | 236 | – |
ABM INDS INC COM | Stock | 844K | 17K | – |
ANSYS INC COM | Stock | 60K | 186 | – |
APTARGROUP INC COM | Stock | 8K | 59 | – |
BRADY CORP CL A | Stock | 99K | 1K | – |
CHURCH & DWIGHT CO INC COM | Stock | 31K | 301 | – |
INVESCO S&P MIDCAP LOW VOLATILITY ETF | ETF | 10K | 178 | – |
FACTSET RESH SYS INC COM | Stock | 6K | 14 | – |
GRACO INC COM | Stock | 6K | 78 | – |
JACOBS SOLUTIONS INC COM | Stock | 4K | 32 | – |
MATTHEWS INTL CORP CL A | Stock | 4K | 163 | – |
RLI CORP COM | Stock | 25K | 179 | – |
PHINIA INC COMMON STOCK | Stock | 12K | 302 | – |
SCHWAB HIGH YIELD BOND ETF | ETF | 48K | 937 | – |
REDFIN CORP 0.5 04/01/2027 | Convertible | 2K | 4K | – |
ZIMMER BIOMET HOLDINGS INC COM | Stock | 68K | 624 | – |
ROCKWELL AUTOMATION INC COM | Stock | 3K | 10 | – |
ALLIANZIM U.S. LARGE CAP BUFFER20 AUG ETF | ETF | 28K | 1K | – |
SOTHERLY HOTELS INC COM | REIT | 2K | 2K | – |
STRYKER CORPORATION COM | Stock | 90K | 265 | – |
QUALCOMM INC COM | Stock | 474K | 2K | – |
T-MOBILE US INC COM | Stock | 159K | 901 | – |
INVESCO S&P INTERNATIONAL DEVELOPED HIGH QUALITY ETF | ETF | 1M | 34K | – |
SPDR BLACKSTONE SENIOR LOAN ETF | ETF | 2K | 44 | – |
ARM HOLDINGS PLC SPONSORED ADS | ADR | 209K | 1K | – |
FASTENAL CO COM | Stock | 61K | 978 | – |
GENERAL DYNAMICS CORP COM | Stock | 1M | 5K | – |
INTUITIVE SURGICAL INC COM NEW | Stock | 438K | 985 | – |
MAPLEBEAR INC COM | Stock | 8K | 261 | – |
ISHARES GLOBAL FINANCIALS ETF | ETF | 7K | 88 | – |
VERALTO CORP COM SHS | Stock | 5K | 49 | – |
CULLEN FROST BANKERS INC COM | Stock | 1K | 12 | – |
CAPITAL GROUP DIVIDEND GROWERS ETF | ETF | 76K | 3K | – |
DIREXION DAILY NVDA BULL 2X SHARES | ETF | 22K | 200 | – |
DISCOVER FINL SVCS COM | Stock | 4K | 31 | – |
EQT CORP COM | Stock | 5K | 123 | – |
WK KELLOGG CO COM SHS | Stock | 4K | 235 | – |
VESTIS CORPORATION COM SHS | Stock | 13K | 1K | – |
INNOVATOR PREMIUM INCOME 30 BARRIER ETF - OCTOBER | ETF | 19K | 800 | – |
INNOVATOR PREMIUM INCOME 20 BARRIER ETF - OCTOBER | ETF | 19K | 800 | – |
LITHIUM AMERS CORP NEW COM SHS | Stock | 25K | 9K | – |
LAZARD INC COM | Stock | 5K | 127 | – |
MCDONALDS CORP COM | Stock | 246K | 964 | – |
MOLINA HEALTHCARE INC COM | Stock | 43K | 145 | – |
INNOVATOR PREMIUM INCOME 40 BARRIER ETF - OCTOBER | ETF | 10K | 400 | – |
CAPITAL GROUP CORE BOND ETF | ETF | 6K | 233 | – |
TEMPUR SEALY INTL INC COM | Stock | 5K | 101 | – |
GLOBAL X 1-3 MONTH T-BILL ETF | ETF | 64K | 633 | – |
AMETEK INC COM | Stock | 42K | 249 | – |
GLOBAL X URANIUM ETF | ETF | 116 | 4 | – |
INTERCONTINENTAL EXCHANGE INC COM | Stock | 24K | 175 | – |
CAMBRIA SHAREHOLDER YIELD ETF | ETF | 296K | 4K | – |
GLOBAL X MSCI ARGENTINA ETF | ETF | 4K | 65 | – |
NATIONAL RESH CORP COM NEW | Stock | 9K | 375 | – |
SB FINL GROUP INC COM | Stock | 10K | 705 | – |
FIRST TR INTER DURATN PFD & IN COM | CEF | 39 | 2 | – |
FIDELITY ENHANCED LARGE CAP GROWTH ETF | ETF | 3K | 100 | – |
FIDELITY ENHANCED MID CAP ETF | ETF | 39K | 1K | – |
FT VEST U.S. SMALL CAP MODERATE BUFFER ETF - NOVEMBER | ETF | 274K | 13K | – |
DOVER CORP COM | Stock | 938K | 5K | – |
CAPITAL GROUP SHORT DURATION MUNICIPAL INCOME ETF | ETF | 11K | 434 | – |
CISCO SYS INC COM | Stock | 171K | 4K | – |
VANGUARD TOTAL INTERNATIONAL BOND ETF | ETF | 4K | 74 | – |
VANECK EMERGING MARKETS HIGH YIELD BOND ETF | ETF | 2M | 126K | – |
TAPESTRY INC COM | Stock | 15K | 344 | – |
CAPITAL ONE FINL CORP COM | Stock | 17K | 123 | – |
CAPSTONE GREEN ENERGY CORP COM | Stock | 0 | 2K | – |
COHEN & STEERS INFRASTRUCTURE COM | CEF | 95K | 4K | – |
LIBERTY GLOBAL LTD COM CL C | Stock | 2K | 100 | – |
ISHARES RUSSELL MIDCAP ETF | ETF | 418K | 5K | – |
APA CORPORATION COM | Stock | 12K | 405 | – |
ARCADIUM LITHIUM PLC COM SHS | Stock | 806 | 240 | – |
ADVANCED MICRO DEVICES INC COM | Stock | 672K | 4K | – |
FIRST TRUST SENIOR LOAN FUND | ETF | 280K | 6K | – |
WISDOMTREE US QUALITY DIVIDEND GROWTH FUND | ETF | 549K | 7K | – |
SPDR SSGA US LARGE CAP LOW VOLATILITY INDEX ETF | ETF | 561K | 4K | – |
WISDOMTREE U.S. LARGECAP DIVIDEND FUND | ETF | 34K | 472 | – |
CORE SCIENTIFIC INC NEW COM | Stock | 465 | 50 | – |
CORE SCIENTIFIC INC NEW WT EXP 012327 | Stock | 568 | 126 | – |
CORE SCIENTIFIC INC NEW WT EXP 012329 | Stock | 912 | 105 | – |
INVESCO DORSEY WRIGHT HEALTHCARE MOMENTUM ETF | ETF | 3K | 75 | – |
VANECK RARE EARTH AND STRATEGIC METALS ETF | ETF | 4K | 96 | – |
WISDOMTREE INTERNATIONAL EQUITY FUND | ETF | 9K | 168 | – |
WISDOMTREE U.S. HIGH DIVIDEND FUND | ETF | 3K | 34 | – |
GLOBAL NET LEASE INC COM NEW | REIT | 14K | 2K | – |
ISHARES MSCI EMERGING MARKETS ASIA ETF | ETF | 870 | 12 | – |
INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF FEBRUARY | ETF | 21K | 800 | – |
AT&T INC COM | Stock | 832K | 44K | – |
FIRST TRUST BLOOMBERG EMERGING MARKET DEMOCRACIES ETF | ETF | 419K | 18K | – |
VANGUARD INTERMEDIATE-TERM BOND ETF | ETF | 12M | 159K | – |
WISDOMTREE U.S. MIDCAP DIVIDEND FUND | ETF | 167K | 4K | – |
REXFORD INDL RLTY INC COM | REIT | 4K | 92 | – |
VANGUARD FINANCIALS ETF | ETF | 63K | 633 | – |
ENERGY SELECT SECTOR SPDR FUND | ETF | 5M | 52K | – |
FLEXSHARES QUALITY DIVIDEND DEFENSIVE INDEX FUND | ETF | 66K | 1K | – |
INSPIRE 500 ETF | ETF | 290K | 1K | – |
FT VEST U.S. EQUITY MAX BUFFER ETF - MARCH | ETF | 305K | 10K | – |
SOLVENTUM CORP COM SHS | Stock | 85K | 2K | – |
GE VERNOVA INC COM | Stock | 56K | 328 | – |
MATERIALS SELECT SECTOR SPDR FUND | ETF | 547K | 6K | – |
WISDOMTREE US SMALLCAP QUALITY DIVIDEND GROWTH FUND | ETF | 213K | 5K | – |
THERATECHNOLOGIES INC COM NEW | Stock | 40K | 28K | – |
VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF | ETF | 1M | 22K | – |
ISHARES U.S. CONSUMER STAPLES ETF | ETF | 647K | 10K | – |
INDEPENDENCE RLTY TR INC COM | REIT | 70K | 4K | – |
ISHARES BIOTECHNOLOGY ETF | ETF | 185K | 1K | – |
SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF | ETF | 39K | 707 | – |
HENRY SCHEIN INC COM | Stock | 3K | 54 | – |
SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF | ETF | 485K | 7K | – |
GE AEROSPACE COM NEW | Stock | 237K | 1K | – |
ISHARES U.S. TELECOMMUNICATIONS ETF | ETF | 18K | 811 | – |
SPDR PORTFOLIO SHORT TERM TREASURY ETF | ETF | 33M | 1M | – |
ISHARES MSCI USA QUALITY FACTOR ETF | ETF | 3M | 15K | – |
ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | ETF | 129K | 2K | – |
ISHARES S&P SMALL-CAP 600 GROWTH ETF | ETF | 5K | 40 | – |
GABELLI HLTHCARE & WELLNESS TR SHS | CEF | 39K | 4K | – |
MOTOROLA SOLUTIONS INC COM NEW | Stock | 52K | 135 | – |
SPDR S&P REGIONAL BANKING ETF | ETF | 715K | 15K | – |
SEABRIDGE GOLD INC COM | Stock | 139K | 10K | – |
ISHARES MSCI USA MOMENTUM FACTOR ETF | ETF | 739K | 4K | – |
CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND | ETF | 2M | 13K | – |
INDUSTRIAL SELECT SECTOR SPDR FUND | ETF | 1M | 11K | – |
ISHARES U.S. TECHNOLOGY ETF | ETF | 6M | 41K | – |
ISHARES SEMICONDUCTOR ETF | ETF | 3M | 10K | – |
SCHWAB FUNDAMENTAL INTERNATIONAL SMALL EQUITY ETF | ETF | 17K | 481 | – |
SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF | ETF | 39K | 1K | – |
SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | ETF | 247K | 7K | – |
ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF | ETF | 930K | 11K | – |
NETAPP INC COM | Stock | 132K | 1K | – |
AMPLIFY HIGH INCOME ETF | ETF | 31K | 3K | – |
VEEVA SYS INC CL A COM | Stock | 3K | 18 | – |
ROBO GLOBAL ROBOTICS & AUTOMATION INDEX ETF | ETF | 276 | 5 | – |
PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | ETF | 36K | 376 | – |
SKYWORKS SOLUTIONS INC COM | Stock | 71K | 670 | – |
BLACKROCK SHORT DURATION BOND ETF | ETF | 1K | 22 | – |
ISHARES U.S. BASIC MATERIALS ETF | ETF | 29K | 208 | – |
SPDR BLOOMBERG 1-10 YEAR TIPS ETF | ETF | 758 | 41 | – |
FIDELITY MSCI UTILITIES INDEX ETF | ETF | 346K | 8K | – |
FIDELITY MSCI COMMUNICATION SERVICES INDEX ETF | ETF | 64K | 1K | – |
FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETF | ETF | 5M | 62K | – |
FIDELITY MSCI ENERGY INDEX ETF | ETF | 146K | 6K | – |
FIDELITY MSCI HEALTH CARE INDEX ETF | ETF | 57K | 834 | – |
FIDELITY MSCI INDUSTRIAL INDEX ETF | ETF | 112K | 2K | – |
FIDELITY MSCI MATERIALS INDEX ETF | ETF | 31K | 626 | – |
FIDELITY MSCI FINANCIALS INDEX ETF | ETF | 27K | 460 | – |
FIDELITY MSCI CONSUMER STAPLES INDEX ETF | ETF | 220K | 5K | – |
HUDSON TECHNOLOGIES INC COM | Stock | 879 | 100 | – |
ADMA BIOLOGICS INC COM | Stock | 22K | 2K | – |
FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF | ETF | 366K | 2K | – |
ISHARES S&P 500 VALUE ETF | ETF | 1M | 6K | – |
SPDR PORTFOLIO S&P 600 SMALL CAP ETF | ETF | 291K | 7K | – |
LULULEMON ATHLETICA INC COM | Stock | 8K | 27 | – |
ISHARES S&P 500 GROWTH ETF | ETF | 2M | 23K | – |
ISHARES CORE S&P 500 ETF | ETF | 2M | 4K | – |
ENI S P A SPONSORED ADR | ADR | 55K | 2K | – |
UBS GROUP AG SHS | Stock | 77K | 3K | – |
TEXAS PACIFIC LAND CORPORATION COM | Stock | 121K | 165 | – |
LAMAR ADVERTISING CO NEW CL A | REIT | 4 | 0 | – |
THE CIGNA GROUP COM | Stock | 12K | 35 | – |
SCHWAB INTERNATIONAL DIVIDEND EQUITY ETF | ETF | 1K | 52 | – |
NEOS ENHANCED INCOME CA ALT ETF | ETF | 30K | 600 | – |
METTLER TOLEDO INTERNATIONAL COM | Stock | 7K | 5 | – |
ONEOK INC NEW COM | Stock | 314K | 4K | – |
ROSS STORES INC COM | Stock | 3K | 22 | – |
ARAMARK COM | Stock | 73K | 2K | – |
ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF | ETF | 3M | 82K | – |
AMC ENTMT HLDGS INC CL A NEW | Stock | 50 | 10 | – |
WELLS FARGO CO NEW COM | Stock | 177K | 3K | – |
UNION PAC CORP COM | Stock | 1M | 6K | – |
CINTAS CORP COM | Stock | 204K | 291 | – |
DONALDSON INC COM | Stock | 6K | 85 | – |
ECOLAB INC COM | Stock | 11K | 46 | – |
CARMAX INC COM | Stock | 3K | 37 | – |
ISHARES MBS ETF | ETF | 2M | 23K | – |
ISHARES S&P U.S. PREFERRED STOCK ETF | ETF | 120K | 4K | – |
ISHARES 10-20 YEAR TREASURY BOND ETF | ETF | 12K | 121 | – |
SALESFORCE INC COM | Stock | 364K | 1K | – |
JUNIPER NETWORKS INC COM | Stock | 6K | 156 | – |
MICROCHIP TECHNOLOGY INC. COM | Stock | 98K | 1K | – |
MCCORMICK & CO INC COM NON VTG | Stock | 55K | 778 | – |
INVESCO DORSEY WRIGHT MOMENTUM ETF | ETF | 35K | 356 | – |
NORTHROP GRUMMAN CORP COM | Stock | 58K | 133 | – |
SPDR EURO STOXX 50 ETF | ETF | 41K | 822 | – |
COLUMBIA BKG SYS INC COM | Stock | 1K | 51 | – |
IDEXX LABS INC COM | Stock | 57K | 116 | – |
REPUBLIC SVCS INC COM | Stock | 25K | 127 | – |
THERMO FISHER SCIENTIFIC INC COM | Stock | 95K | 172 | – |
VANGUARD MID-CAP VALUE ETF | ETF | 235K | 2K | – |
INVESCO S&P 100 EQUAL WEIGHT ETF | ETF | 951K | 10K | – |
PROSPECT CAP CORP COM | CEF | 115K | 21K | – |
LOCKHEED MARTIN CORP COM | Stock | 2M | 4K | – |
FIRST BUSEY CORP COM NEW | Stock | 84K | 3K | – |
MANHATTAN ASSOCIATES INC COM | Stock | 44K | 180 | – |
JPMORGAN CHASE & CO. COM | Stock | 1M | 5K | – |
TOOTSIE ROLL INDS INC COM | Stock | 303K | 10K | – |
WESTAMERICA BANCORPORATION COM | Stock | 4K | 82 | – |
INTERNATIONAL PAPER CO COM | Stock | 24K | 549 | – |
ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | ETF | 2K | 42 | – |
SPDR PORTFOLIO EMERGING MARKETS ETF | ETF | 4M | 106K | – |
MONOLITHIC PWR SYS INC COM | Stock | 14K | 17 | – |
CHEVRON CORP NEW COM | Stock | 834K | 5K | – |
ISHARES NATIONAL MUNI BOND ETF | ETF | 6M | 56K | – |
ALBEMARLE CORP COM | Stock | 21K | 217 | – |
CONOCOPHILLIPS COM | Stock | 336K | 3K | – |
MARKEL GROUP INC COM | Stock | 11K | 7 | – |
VANGUARD FTSE DEVELOPED MARKETS ETF | ETF | 7M | 148K | – |
CINCINNATI FINL CORP COM | Stock | 786K | 7K | – |
CAMPBELL SOUP CO COM | Stock | 178K | 4K | – |
DANAHER CORPORATION COM | Stock | 28K | 112 | – |
SPDR S&P BANK ETF | ETF | 5K | 100 | – |
SPDR S&P RETAIL ETF | ETF | 4K | 60 | – |
KOHLS CORP COM | Stock | 12K | 527 | – |
M & T BK CORP COM | Stock | 458 | 3 | – |
TJX COS INC NEW COM | Stock | 80K | 723 | – |
ABRDN TOTAL DYNAMIC DIVIDEND COM SH BEN INT | CEF | 47K | 6K | – |
BANK AMERICA CORP COM | Stock | 6M | 153K | – |
EXTRA SPACE STORAGE INC COM | REIT | 5K | 35 | – |
REAVES UTIL INCOME FD COM SH BEN INT | CEF | 41K | 2K | – |
GLADSTONE CAPITAL CORP COM NEW | CEF | 3K | 124 | – |
FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND | ETF | 1K | 60 | – |
ISHARES MORTGAGE REAL ESTATE ETF | ETF | 576 | 26 | – |
VANGUARD CONSUMER DISCRETIONARY ETF | ETF | 14K | 46 | – |
BLACKROCK ENHANCD CAP & INM FD COM | CEF | 0 | 0 | – |
HANCOCK JOHN TAX-ADVANTAGED DI COM | CEF | 17K | 850 | – |
INVESCO S&P 500 PURE GROWTH ETF | ETF | 894 | 24 | – |
MGE ENERGY INC COM | Stock | 561K | 8K | – |
SPDR S&P DIVIDEND ETF | ETF | 121K | 953 | – |
SPDR NYSE TECHNOLOGY ETF | ETF | 60K | 306 | – |
SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF | ETF | 4K | 67 | – |
WALMART INC COM | Stock | 464K | 7K | – |
WISDOMTREE U.S. LARGECAP FUND | ETF | 142K | 2K | – |
ISHARES 3-7 YEAR TREASURY BOND ETF | ETF | 203K | 2K | – |
FIRST TRUST RISING DIVIDEND ACHIEVERS ETF | ETF | 366K | 7K | – |
INTERNATIONAL BUSINESS MACHS COM | Stock | 952K | 6K | – |
ORACLE CORP COM | Stock | 775K | 5K | – |
SOUTHSIDE BANCSHARES INC COM | Stock | 4K | 147 | – |
RTX CORPORATION COM | Stock | 1M | 11K | – |
INVESCO DORSEY WRIGHT TECHNOLOGY MOMENTUM ETF | ETF | 18K | 291 | – |
VANGUARD FTSE EMERGING MARKETS ETF | ETF | 9M | 207K | – |
TEXAS INSTRS INC COM | Stock | 42K | 213 | – |
TARGET CORP COM | Stock | 46K | 310 | – |
INVESCO S&P 500 EQUAL WEIGHT ENERGY ETF | ETF | 43K | 539 | – |
VANGUARD HIGH DIVIDEND YIELD | ETF | 4M | 35K | – |
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS | ADR | 715 | 44 | – |
FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF | ETF | 2M | 29K | – |
PFIZER INC COM | Stock | 1M | 39K | – |
ISHARES IBOXX CORPORATE BOND ETF | ETF | 579K | 5K | – |
MORGAN STANLEY COM NEW | Stock | 42K | 433 | – |
VANECK AGRIBUSINESS ETF | ETF | 3K | 45 | – |
ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | ETF | 18M | 357K | – |
3M CO COM | Stock | 470K | 5K | – |
SPDR S&P INTERNATIONAL SMALL CAP ETF | ETF | 4K | 139 | – |
KLA CORP COM NEW | Stock | 54K | 65 | – |
SCHWAB FUNDAMENTAL U.S. BROAD MARKET ETF | ETF | 0 | 0 | – |
ISHARES MSCI USA VALUE FACTOR ETF | ETF | 27K | 263 | – |
HP INC COM | Stock | 33K | 931 | – |
A10 NETWORKS INC COM | Stock | 14K | 1K | – |
GILEAD SCIENCES INC COM | Stock | 175K | 3K | – |
ENERSYS COM | Stock | 4K | 41 | – |
CATERPILLAR INC COM | Stock | 4M | 11K | – |
OUTFRONT MEDIA INC COM | REIT | 1K | 81 | – |
ACTINIUM PHARMACEUTICALS INC COM | Stock | 167K | 23K | – |
FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF | ETF | 29K | 430 | – |
ISHARES CURRENCY HEDGED MSCI EAFE ETF | ETF | 463K | 13K | – |
ALPHABET INC CAP STK CL C | Stock | 1M | 8K | – |
AMERICAN EXPRESS CO COM | Stock | 447K | 2K | – |
AMGEN INC COM | Stock | 2M | 5K | – |
STIFEL FINL CORP COM | Stock | 11K | 125 | – |
APPLIED MATLS INC COM | Stock | 352K | 1K | – |
OTIS WORLDWIDE CORP COM | Stock | 45K | 463 | – |
ALLY FINL INC COM | Stock | 16K | 406 | – |
VANECK SHORT HIGH YIELD MUNI ETF | ETF | 41K | 2K | – |
ANALOG DEVICES INC COM | Stock | 39K | 169 | – |
FIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUND | ETF | 64K | 418 | – |
FIRST TRUST DOW JONES INTERNET INDEX FUND | ETF | 93K | 452 | – |
VANGUARD UTILITIES ETF | ETF | 1M | 10K | – |
WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUND | ETF | 145K | 3K | – |
TEXAS ROADHOUSE INC COM | Stock | 3K | 15 | – |
TRANSDIGM GROUP INC COM | Stock | 4K | 3 | – |
HUMANA INC COM | Stock | 9K | 25 | – |
FRANKLIN RESOURCES INC COM | Stock | 83K | 4K | – |
INVESCO S&P MIDCAP 400 PURE VALUE ETF | ETF | 55K | 496 | – |
INVESCO S&P 500 PURE VALUE ETF | ETF | 834 | 10 | – |
WILLIAMS COS INC COM | Stock | 29K | 672 | – |
UNITED STATES STL CORP NEW COM | Stock | 19K | 502 | – |
ENLINK MIDSTREAM LLC COM UNIT REP LTD | Stock | 11K | 803 | – |
ZIONS BANCORPORATION N A COM | Stock | 10K | 226 | – |
AGNICO EAGLE MINES LTD COM | Stock | 8K | 127 | – |
ARISTA NETWORKS INC COM | Stock | 185K | 528 | – |
CANADIAN NATL RY CO COM | Stock | 51K | 430 | – |
CHECK POINT SOFTWARE TECH LTD ORD | Stock | 1M | 7K | – |
ISHARES CORE S&P U.S. GROWTH ETF | ETF | 27K | 212 | – |
ISHARES CORE S&P US VALUE ETF | ETF | 15M | 165K | – |
ISHARES MSCI USA SIZE FACTOR ETF | ETF | 3K | 19 | – |
SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF | ETF | 7K | 50 | – |
SPDR S&P 1500 VALUE TILT ETF | ETF | 36K | 210 | – |
ORIX CORP SPONSORED ADR | ADR | 3K | 27 | – |
CHIMERA INVT CORP COM SHS | REIT | 21K | 2K | – |
GOPRO INC CL A | Stock | 142 | 100 | – |
UNITED MICROELECTRONICS CORP SPON ADR NEW | ADR | 990 | 113 | – |
VANGUARD DIVIDEND APPRECIATION ETF | ETF | 1M | 8K | – |
DIGITALBRIDGE GROUP INC CL A NEW | Stock | 9K | 646 | – |
ISHARES MSCI EAFE SMALL CAP ETF | ETF | 82K | 1K | – |
ATLANTICA SUSTAINABLE INFR PLC SHS | Stock | 44K | 2K | – |
GLOBAL X NASDAQ 100 COVERED CALL ETF | ETF | 192K | 11K | – |
ISHARES 7-10 YEAR TREASURY BOND ETF | ETF | 124K | 1K | – |
ISHARES AGGREGATE BOND ETF | ETF | 884K | 9K | – |
ISHARES 20 YEAR TREASURY BOND ETF | ETF | 10M | 107K | – |
ISHARES CORE DIVIDEND GROWTH ETF | ETF | 2M | 42K | – |
INVESCO BUYBACK ACHIEVERS ETF | ETF | 100K | 964 | – |
ALICO INC COM | Stock | 13K | 500 | – |
ISHARES INTEREST RATE HEDGED HIGH YIELD BOND ETF | ETF | 11K | 124 | – |
ABRDN HEALTHCARE OPPORTUNITIES SHS | CEF | 6K | 284 | – |
SPDR PORTFOLIO S&P 500 ETF | ETF | 7M | 105K | – |
SYNCHRONY FINANCIAL COM | Stock | 9K | 195 | – |
EATON CORP PLC SHS | Stock | 83K | 265 | – |
FARMLAND PARTNERS INC COM | REIT | 29K | 3K | – |
INVESCO NATIONAL AMT-FREE MUNICIPAL BOND ETF | ETF | 252K | 11K | – |
ISHARES GLOBAL REIT ETF | ETF | 3K | 142 | – |
ISHARES CORE MSCI EUROPE ETF | ETF | 8K | 134 | – |
ISHARES EXPANDED TECH SECTOR ETF | ETF | 62K | 655 | – |
AXON ENTERPRISE INC COM | Stock | 15K | 50 | – |
FIRST TRUST ENHANCED SHORT MATURITY ETF | ETF | 564K | 9K | – |
ISHARES S&P SMALL-CAP 600 VALUE ETF | ETF | 510K | 5K | – |
WISDOMTREE INTEREST RATE HEDGED U.S. AGGREGATE BOND FUND | ETF | 316K | 14K | – |
TANDEM DIABETES CARE INC COM NEW | Stock | 142K | 4K | – |
ISHARES S&P MID-CAP 400 GROWTH ETF | ETF | 180K | 2K | – |
CANOPY GROWTH CORP COM NEW | Stock | 632 | 98 | – |
ISHARES S&P MID-CAP 400 VALUE ETF | ETF | 38K | 332 | – |
ALIBABA GROUP HLDG LTD SPONSORED ADS | ADR | 22K | 308 | – |
CITIZENS FINL GROUP INC COM | Stock | 8K | 210 | – |
DNP SELECT INCOME FD INC COM | CEF | 138K | 17K | – |
HUBSPOT INC COM | Stock | 6K | 10 | – |
DAVE & BUSTERS ENTMT INC COM | Stock | 8K | 200 | – |
ISHARES CORE TOTAL USD BOND MARKET ETF | ETF | 3M | 75K | – |
CYBERARK SOFTWARE LTD SHS | Stock | 11K | 39 | – |
WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND | ETF | 102K | 2K | – |
INVESCO EQUAL WEIGHT 0-30 YEAR TREASURY ETF | ETF | 4K | 155 | – |
KEYSIGHT TECHNOLOGIES INC COM | Stock | 1M | 8K | – |
AVANOS MED INC COM | Stock | 80 | 4 | – |
BLACKROCK SCIENCE & TECHNOLOGY SHS | CEF | 39K | 1K | – |
DIAMOND HILL INVT GROUP INC COM NEW | Stock | 138K | 979 | – |
PLANET FITNESS INC CL A | Stock | 7K | 100 | – |
CENTURY CMNTYS INC COM | Stock | 13K | 161 | – |
ALLIANT ENERGY CORP COM | Stock | 5K | 105 | – |
AMER STATES WTR CO COM | Stock | 621K | 9K | – |
PLUG POWER INC COM NEW | Stock | 4K | 2K | – |
ESSENTIAL UTILS INC COM | Stock | 82K | 2K | – |
WISDOMTREE INDIA EARNINGS FUND | ETF | 66K | 1K | – |
AXCELIS TECHNOLOGIES INC COM NEW | Stock | 4K | 25 | – |
C H ROBINSON WORLDWIDE INC COM NEW | Stock | 2K | 20 | – |
CAL MAINE FOODS INC COM NEW | Stock | 4K | 58 | – |
CARA THERAPEUTICS INC COM | Stock | 57 | 220 | – |
TOMPKINS FINL CORP COM | Stock | 74K | 2K | – |
CRACKER BARREL OLD CTRY STORE COM | Stock | 146 | 3 | – |
COLUMBIA SPORTSWEAR CO COM | Stock | 2K | 26 | – |
DELTA AIR LINES INC DEL COM NEW | Stock | 90K | 2K | – |
DYCOM INDS INC COM | Stock | 7K | 41 | – |
ENCORE WIRE CORP COM | Stock | 87K | 299 | – |
EXELIXIS INC COM | Stock | 11K | 500 | – |
FLEXSHARES INTERNATIONAL QUALITY DIVIDEND DEFENSIVE INDEX FUND | ETF | 18K | 850 | – |
ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF | ETF | 70K | 1K | – |
VANGUARD SHORT TERM BOND | ETF | 2K | 26 | – |
FLOWSERVE CORP COM | Stock | 5K | 100 | – |
GARTNER INC COM | Stock | 80K | 178 | – |
SPDR PORTFOLIO S&P 500 GROWTH ETF | ETF | 1M | 19K | – |
FRP HLDGS INC COM | Stock | 46K | 2K | – |
ARK GENOMIC REVOLUTION ETF | ETF | 307 | 13 | – |
JOHN HANCOCK MULTIFACTOR MID CAP ETF | ETF | 2M | 44K | – |
RESTAURANT BRANDS INTL INC COM | Stock | 7K | 104 | – |
LAM RESEARCH CORP COM | Stock | 87K | 82 | – |
SPDR PORTFOLIO S&P 500 VALUE ETF | ETF | 37M | 761K | – |
ONTO INNOVATION INC COM | Stock | 9K | 40 | – |
PHILIP MORRIS INTL INC COM | Stock | 359K | 4K | – |
NRG ENERGY INC COM NEW | Stock | 590K | 8K | – |
NUCOR CORP COM | Stock | 818K | 5K | – |
PAPA JOHNS INTL INC COM | Stock | 799 | 17 | – |
PARKER-HANNIFIN CORP COM | Stock | 933K | 2K | – |
FIDELITY TOTAL BOND ETF | ETF | 34M | 767K | – |
ISHARES TRUST S&P GLOBAL INFRASTRUCTUR | ETF | 57K | 1K | – |
FIRST TRUST DIVIDEND STRENGTH ETF | ETF | 195 | 4 | – |
ROPER TECHNOLOGIES INC COM | Stock | 116K | 206 | – |
ROYAL GOLD INC COM | Stock | 142K | 1K | – |
VANGUARD MEGA CAP GROWTH ETF | ETF | 3M | 8K | – |
VANGUARD MEGA CAP ETF | ETF | 262K | 1K | – |
SYNOPSYS INC COM | Stock | 73K | 122 | – |
PNC FINL SVCS GROUP INC COM | Stock | 48K | 306 | – |
FIRST TRUST MANAGED MUNICIPAL ETF | ETF | 156K | 3K | – |
BRISTOL-MYERS SQUIBB CO COM | Stock | 29K | 698 | – |
BERKLEY W R CORP COM | Stock | 30K | 385 | – |
WISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUND | ETF | 67K | 2K | – |
ISHARES GLOBAL ENERGY ETF | ETF | 191K | 5K | – |
SPDR DJ WILSHIRE REIT (ETF) | ETF | 1K | 16 | – |
SPDR S&P INTERNATIONAL DIVIDEND ETF | ETF | 1K | 35 | – |
BARRICK GOLD CORP COM | Stock | 152K | 9K | – |
ISHARES U.S. ETF TRUST ISHARES GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF | ETF | 31K | 1K | – |
REALTY INCOME CORP COM | REIT | 85K | 2K | – |
ALTRIA GROUP INC COM | Stock | 240K | 5K | – |
LOEWS CORP COM | Stock | 31K | 420 | – |
DOMINION ENERGY INC COM | Stock | 18K | 361 | – |
CITIGROUP INC COM NEW | Stock | 2M | 37K | – |
FIDELITY MSCI REAL ESTATE INDEX ETF | ETF | 25K | 994 | – |
ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF | ETF | 417K | 5K | – |
AMERICAN WTR WKS CO INC NEW COM | Stock | 15K | 115 | – |
CORNERSTONE STRATEGIC VALUE FD COM | CEF | 694K | 90K | – |
CADENCE DESIGN SYSTEM INC COM | Stock | 120K | 390 | – |
AGILENT TECHNOLOGIES INC COM | Stock | 8K | 64 | – |
EXXON MOBIL CORP COM | Stock | 2M | 20K | – |
UNITEDHEALTH GROUP INC COM | Stock | 473K | 929 | – |
SUMMIT MATLS INC CL A | Stock | 4K | 122 | – |
VANGUARD MEGA CAP VALUE ETF | ETF | 3M | 27K | – |
PRICE T ROWE GROUP INC COM | Stock | 727K | 6K | – |
TRAVELERS COMPANIES INC COM | Stock | 34K | 168 | – |
LOWES COS INC COM | Stock | 1M | 6K | – |
LINCOLN NATL CORP IND COM | Stock | 4K | 140 | – |
SOLAREDGE TECHNOLOGIES INC COM | Stock | 1K | 50 | – |
FIRST TRUST LOW DURATION OPPORTUNITIES ETF | ETF | 466K | 10K | – |
ARK AUTONOMOUS TECHNOLOGY & ROBOTICS ETF | ETF | 12K | 218 | – |
ARK INNOVATION ETF | ETF | 31K | 695 | – |
INVESCO DORSEY WRIGHT FINANCIAL MOMENTUM ETF | ETF | 1K | 23 | – |
SPDR S&P EMERGING ASIA PACIFIC ETF | ETF | 12K | 104 | – |
SPDR S&P GLOBAL INFRASTRUCTURE ETF | ETF | 3K | 46 | – |
ENDEAVOUR SILVER CORP COM | Stock | 141 | 40 | – |
ON SEMICONDUCTOR CORP COM | Stock | 10K | 149 | – |
HARTFORD MULTIFACTOR SMALL CAP ETF | ETF | 8K | 192 | – |
HARTFORD MULTIFACTOR DEVELOPED MARKETS (EX-US) ETF | ETF | 15K | 545 | – |
DEERE & CO COM | Stock | 223K | 597 | – |
ISHARES INTEREST RATE HEDGED CORPORATE BOND ETF | ETF | 14K | 150 | – |
EVERCORE INC CLASS A | Stock | 31K | 149 | – |
ETSY INC COM | Stock | 8K | 140 | – |
VIRTU FINL INC CL A | Stock | 62K | 3K | – |
ZEVRA THERAPEUTICS INC COM NEW | Stock | 274 | 56 | – |
BARINGS BDC INC COM | CEF | 38K | 4K | – |
SOUTHWEST AIRLS CO COM | Stock | 132K | 5K | – |
COLGATE PALMOLIVE CO COM | Stock | 35K | 359 | – |
SPROTT PHYSICAL GOLD & SILVER TR UNIT | CEF | 62K | 3K | – |
FIRST TRUST VALUE LINE DIVIDEND FUND | ETF | 784K | 19K | – |
ISHARES MSCI AUSTRALIA ETF | ETF | 5K | 200 | – |
INVITAE CORP COM | Stock | 0 | 50 | – |
ISHARES U.S. PHARMACEUTICALS ETF | ETF | 17K | 257 | – |
ISHARES MSCI INTL QUALITY FACTOR ETF | ETF | 3M | 86K | – |
AMERICAN INTL GROUP INC COM NEW | Stock | 9K | 118 | – |
SHOPIFY INC CL A | Stock | 347K | 5K | – |
DEVON ENERGY CORP NEW COM | Stock | 169K | 4K | – |
VODAFONE GROUP PLC NEW SPONSORED ADR | ADR | 3K | 298 | – |
GLOBAL X RENEWABLE ENERGY PRODUCERS ETF | ETF | 8K | 828 | – |
UTILITIES SELECT SECTOR SPDR FUND | ETF | 327K | 5K | – |
FTAI AVIATION LTD SHS | Stock | 26K | 250 | – |
COUSINS PPTYS INC COM NEW | REIT | 16K | 693 | – |
EQUITY LIFESTYLE PPTYS INC COM | REIT | 11K | 173 | – |
GRAYSCALE BITCOIN TRUST | ETF | 38K | 709 | – |
CHEMOURS CO COM | Stock | 68 | 3 | – |
FOMENTO ECONOMICO MEXICANO SAB SPON ADR UNITS | ADR | 754 | 7 | – |
NOVO-NORDISK A S ADR | ADR | 1M | 9K | – |
SAP SE SPON ADR | ADR | 2K | 10 | – |
BIO RAD LABS INC CL A | Stock | 4K | 13 | – |
BANK HAWAII CORP COM | Stock | 35K | 604 | – |
COMMERCE BANCSHARES INC COM | Stock | 36K | 651 | – |
WESTROCK CO COM | Stock | 19K | 381 | – |
TELADOC HEALTH INC COM | Stock | 303 | 31 | – |
LIBERTY LATIN AMERICA LTD COM CL C | Stock | 164 | 17 | – |
KRAFT HEINZ CO COM | Stock | 7K | 213 | – |
PAYPAL HLDGS INC COM | Stock | 1M | 23K | – |
NASDAQ INC COM | Stock | 9K | 150 | – |
FIRST TRUST NASDAQ CYBERSECURITY ETF | ETF | 204K | 4K | – |
SCHWAB CHARLES CORP COM | Stock | 181K | 2K | – |
PACER TRENDPILOT US LARGE CAP ETF | ETF | 2M | 35K | – |
BAIDU INC SPON ADR REP A | ADR | 17K | 200 | – |
SPDR S&P WORLD EX-US | ETF | 78K | 2K | – |
PACER TRENDPILOT 100 ETF | ETF | 5M | 67K | – |
CAMECO CORP COM | Stock | 443 | 9 | – |
DENTSPLY SIRONA INC COM | Stock | 50K | 2K | – |
OLLIES BARGAIN OUTLET HLDGS IN COM | Stock | 1K | 12 | – |
URANIUM ENERGY CORP COM | Stock | 601 | 100 | – |
CROWN CASTLE INC COM | REIT | 20K | 200 | – |
CARDINAL HEALTH INC COM | Stock | 26K | 266 | – |
WISDOMTREE YIELD ENHANCED U.S. AGGREGATE BOND FUND | ETF | 329K | 8K | – |
PROSHARES RUSSELL 2000 DIVIDEND GROWERS ETF | ETF | 162K | 3K | – |
LUMENTUM HLDGS INC COM | Stock | 255 | 5 | – |
EDGIO INC COM NEW | Stock | 162K | 15K | – |
AUTOZONE INC COM | Stock | 59K | 20 | – |
BLACKROCK INC COM | Stock | 42K | 53 | – |
ISHARES CORE S&P MID CAP ETF | ETF | 6M | 97K | – |
WW INTL INC COM | Stock | 293 | 250 | – |
ZILLOW GROUP INC CL C CAP STK | Stock | 9K | 200 | – |
ISHARES GLOBAL CLEAN ENERGY ETF | ETF | 7K | 559 | – |
INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF | ETF | 29K | 2K | – |
WISDOMTREE GLOBAL EX-US QUALITY DIVIDEND GROWTH FUND | ETF | 4K | 115 | – |
CHENIERE ENERGY PARTNERS LP COM UNIT | Stock | 49K | 1K | – |
VANGUARD TAX-EXEMPT BOND ETF | ETF | 4M | 73K | – |
ISHARES MSCI EAFE ETF | ETF | 124K | 2K | – |
APPLE INC COM | Stock | 25M | 118K | – |
GOLDMAN SACHS ACTIVEBETA U.S. LARGE CAP EQUITY ETF | ETF | 175K | 2K | – |
GSK PLC SPONSORED ADR | ADR | 23K | 601 | – |
ISHARES CONVERTIBLE BOND ETF | ETF | 617K | 8K | – |
WEC ENERGY GROUP INC COM | Stock | 471 | 6 | – |
PJT PARTNERS INC COM CL A | Stock | 216 | 2 | – |
ABBOTT LABS COM | Stock | 166K | 2K | – |
ADVANCED DRAIN SYS INC DEL COM | Stock | 5K | 29 | – |
SPX TECHNOLOGIES INC COM | Stock | 5K | 35 | – |
DISNEY WALT CO COM | Stock | 303K | 3K | – |
INVESCO PREFERRED ETF | ETF | 17K | 1K | – |
ISHARES MSCI INTL MOMENTUM FACTOR ETF | ETF | 2M | 55K | – |
RAYMOND JAMES FINL INC COM | Stock | 8K | 66 | – |
INSULET CORP COM | Stock | 93K | 461 | – |
VANGUARD TOTAL WORLD STOCK ETF | ETF | 38K | 340 | – |
BOOKING HOLDINGS INC COM | Stock | 52K | 13 | – |
FIDELITY NASDAQ COMPOSITE INDEX ETF | ETF | 78K | 1K | – |
ISHARES RUSSELL 1000 ETF | ETF | 173K | 580 | – |
SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | ETF | 258K | 3K | – |
MARSH & MCLENNAN COS INC COM | Stock | 4K | 20 | – |
LIVE NATION ENTERTAINMENT INC COM | Stock | 19K | 200 | – |
ISHARES RUSSELL 1000 VALUE ETF | ETF | 149K | 855 | – |
LIVANOVA PLC SHS | Stock | 11K | 200 | – |
DOMINOS PIZZA INC COM | Stock | 19K | 36 | – |
ISHARES MORNINGSTAR U.S. EQUITY ETF | ETF | 7K | 92 | – |
FERRARI N V COM | Stock | 13K | 32 | – |