Clearview Wealth Advisors 13F annual report
Clearview Wealth Advisors is an investment fund managing more than $98.4 billion ran by Paul Mallory. There are currently 689 companies in Mr. Mallory’s portfolio. The largest investments include Spdr Portfolio Sp 500 Etf and Schwab Us Dividend Equity Etf, together worth $8.48 billion.
Limited to 30 biggest holdings
$98.4 billion Assets Under Management (AUM)
As of 31st July 2023, Clearview Wealth Advisors’s top holding is 104,297 shares of Spdr Portfolio Sp 500 Etf currently worth over $5.43 billion and making up 5.5% of the portfolio value.
In addition, the fund holds 41,971 shares of Schwab Us Dividend Equity Etf worth $3.05 billion.
The third-largest holding is Ishares Esg Aware Msci Usa Etf worth $2.69 billion and the next is Spdr Portfolio Short Term Corporate Bond Etf worth $2.63 billion, with 89,442 shares owned.
Currently, Clearview Wealth Advisors's portfolio is worth at least $98.4 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Clearview Wealth Advisors
The Clearview Wealth Advisors office and employees reside in Salem, Oregon. According to the last 13-F report filed with the SEC, Paul Mallory serves as the Paul Mallory at Clearview Wealth Advisors.
Recent trades
In the most recent 13F filing, Clearview Wealth Advisors revealed that it had opened a new position in
Ishares Core U.s. Aggregate Bond Etf and bought 23,582 shares worth $2.31 billion.
The investment fund also strengthened its position in Schwab Us Aggregate Bond Etf by buying
1,558 additional shares.
This makes their stake in Schwab Us Aggregate Bond Etf total 37,270 shares worth $1.72 billion.
On the other hand, there are companies that Clearview Wealth Advisors is getting rid of from its portfolio.
Clearview Wealth Advisors closed its position in Royal Caribbean Group 4.25 06/15/2023 on 7th August 2023.
It sold the previously owned 20,000 shares for $20.3 million.
Paul Mallory also disclosed a decreased stake in Spdr Portfolio Sp 500 Etf by approximately 0.1%.
This leaves the value of the investment at $5.43 billion and 104,297 shares.
One of the smallest hedge funds
The two most similar investment funds to Clearview Wealth Advisors are Tru Independence Asset Management 2 and Robbie L. Kennerson P.a. They manage $98.5 billion and $98.6 billion respectively.
Paul Mallory investment strategy
Clearview Wealth Advisors’s portfolio is diversified across 13 sectors.
Currently, their heaviest sector is Miscellaneous — making up 5.8% of
the total portfolio value.
The fund focuses on investments in the United States as
22.9% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
14% of the total holdings value.
On the other hand, small-cap stocks make up only 4.2% of the portfolio.
The average market cap of the portfolio companies is close to $51.8 billion.
The complete list of Clearview Wealth Advisors trades based on 13F SEC filings
These positions were updated on August 7th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Spdr Portfolio Sp 500 Etf |
5.62%
104,297
|
$5,434,905,000 | 5.52% |
| Schwab Us Dividend Equity Etf |
15.45%
41,971
|
$3,047,899,000 | 3.10% |
| Ishares Esg Aware Msci Usa Etf |
24.43%
27,556
|
$2,685,633,000 | 2.73% |
| Spdr Portfolio Short Term Corporate Bond Etf |
2.60%
89,442
|
$2,633,182,000 | 2.68% |
| Spdr Gold Shares |
1.70%
13,267
|
$2,365,108,000 | 2.40% |
| Ishares Core U.s. Aggregate Bond Etf |
Opened
23,582
|
$2,309,824,000 | 2.35% |
| Ishares 20 Year Treasury Bond Etf |
Opened
22,375
|
$2,303,245,000 | 2.34% |
| iShares 7-10 Year Treasury Bond ETF |
Opened
23,629
|
$2,282,523,000 | 2.32% |
| Microsoft Corp Com |
1.83%
5,839
|
$1,988,291,000 | 2.02% |
| Chevron Corp New Com |
0.32%
12,094
|
$1,903,069,000 | 1.93% |
| Schwab Us Aggregate Bond Etf |
4.36%
37,270
|
$1,720,388,000 | 1.75% |
| Vanguard Sp 500 Etf |
1.27%
4,129
|
$1,681,659,000 | 1.71% |
| Apple Inc |
0.07%
7,394
|
$1,434,182,000 | 1.46% |
| Lockheed Martin Corp Com |
2.81%
2,931
|
$1,349,546,000 | 1.37% |
| iShares Core Total USD Bond Market ETF |
5.45%
28,796
|
$1,309,355,000 | 1.33% |
| Ishares Msci Usa Quality Factor Etf |
167.68%
9,010
|
$1,215,196,000 | 1.23% |
| Tyler Technologies, Inc. |
10.70%
2,898
|
$1,206,930,000 | 1.23% |
| Ishares Msci Eafe Growth Etf |
4.31%
11,546
|
$1,101,641,000 | 1.12% |
| Graco Inc. |
14.09%
12,431
|
$1,073,393,000 | 1.09% |
| Ishares U.s. Treasury Bond Etf |
25.99%
46,733
|
$1,070,190,000 | 1.09% |
| General Mls Inc Com |
167.07%
13,375
|
$1,025,844,000 | 1.04% |
| Nordson Corp Com |
4.37%
4,064
|
$1,008,711,000 | 1.02% |
| iShares MBS ETF |
12.31%
10,617
|
$990,184,000 | 1.01% |
| Fortune Brands Innovations Inc Com |
6.42%
13,598
|
$978,362,000 | 0.99% |
| Vanguard Esg U.s. Stock Etf |
0.65%
12,029
|
$942,472,000 | 0.96% |
| Eastman Chem Co Com |
8.61%
10,921
|
$914,319,000 | 0.93% |
| Universal Hlth Svcs Inc Cl B |
1.76%
5,636
|
$889,237,000 | 0.90% |
| Zebra Technologies Corp. |
10.61%
2,941
|
$870,036,000 | 0.88% |
| Lilly Eli Co Com |
1,041.36%
1,849
|
$866,937,000 | 0.88% |
| Ishares Msci Eafe Value Etf |
21.89%
17,656
|
$864,079,000 | 0.88% |
| Catalent Inc. |
65,553.33%
19,696
|
$854,019,000 | 0.87% |
| Jpmorgan Chase Co Com |
3.36%
5,666
|
$824,110,000 | 0.84% |
| Nucor Corp Com |
1.25%
4,962
|
$813,636,000 | 0.83% |
| Ishares Msci Usa Min Vol Factor Etf |
9.62%
10,939
|
$813,122,000 | 0.83% |
| Colgate Palmolive Co Com |
3.91%
10,342
|
$796,755,000 | 0.81% |
| Ceridian Hcm Hldg Inc Com |
7.46%
11,415
|
$764,463,000 | 0.78% |
| Northrop Grumman Corp Com |
6.70%
1,656
|
$754,914,000 | 0.77% |
| Ishares Core Sp 500 Etf |
4.69%
1,685
|
$750,903,000 | 0.76% |
| Hostess Brands, Inc. |
Opened
29,387
|
$744,079,000 | 0.76% |
| Johnson Johnson Com |
0.50%
4,420
|
$731,637,000 | 0.74% |
| Epam Sys Inc Com |
9.00%
3,235
|
$727,066,000 | 0.74% |
| Smucker J M Co Com New |
Opened
4,856
|
$717,030,000 | 0.73% |
| Trimble Inc |
1.12%
13,184
|
$697,961,000 | 0.71% |
| Bank America Corp Com |
0.41%
23,089
|
$662,433,000 | 0.67% |
| Abbvie Inc |
1.12%
4,763
|
$641,677,000 | 0.65% |
| Walmart Inc |
55.85%
4,049
|
$636,463,000 | 0.65% |
| Nvidia Corporation Com |
3.17%
1,499
|
$634,132,000 | 0.64% |
| Mcdonalds Corp Com |
0.78%
2,047
|
$610,786,000 | 0.62% |
| Costco Whsl Corp New Com |
5.06%
1,125
|
$605,652,000 | 0.62% |
| Ishares U.s. Technology Etf |
5.08%
5,457
|
$594,070,000 | 0.60% |
| Abbott Labs Com |
0.41%
5,378
|
$586,288,000 | 0.60% |
| Norfolk Southn Corp Com |
1.18%
2,511
|
$569,437,000 | 0.58% |
| Pepsico Inc Com |
3.31%
3,069
|
$568,356,000 | 0.58% |
| Zynex Inc |
Opened
58,120
|
$557,371,000 | 0.57% |
| Vanguard High Dividend Yield Index Etf |
2.91%
5,235
|
$555,276,000 | 0.56% |
| Cisco Sys Inc Com |
1.03%
10,516
|
$544,082,000 | 0.55% |
| ModivCare Inc. |
Opened
11,775
|
$532,348,000 | 0.54% |
| Ishares Core Msci Emerging Markets Etf |
17.16%
10,453
|
$515,208,000 | 0.52% |
| Merck Co Inc Com |
1.16%
4,414
|
$509,386,000 | 0.52% |
| Waste Mgmt Inc Del Com |
1.36%
2,825
|
$489,946,000 | 0.50% |
| Bristol-myers Squibb Co Com |
58.98%
7,566
|
$483,875,000 | 0.49% |
| Wisdomtree Us Quality Dividend Growth Fund |
6.02%
7,160
|
$477,264,000 | 0.48% |
| Lowes Cos Inc Com |
1.65%
2,088
|
$471,149,000 | 0.48% |
| Mondelez International Inc. |
0.26%
6,452
|
$470,572,000 | 0.48% |
| Qualcomm, Inc. |
0.39%
3,811
|
$453,677,000 | 0.46% |
| Procter And Gamble Co Com |
0.67%
2,970
|
$450,605,000 | 0.46% |
| Invesco Sp 500 Low Volatility Etf |
11.01%
6,989
|
$438,964,000 | 0.45% |
| Swan Hedged Equity Us Large Cap Etf |
1.45%
23,710
|
$438,744,000 | 0.45% |
| Amazon.com Inc. |
5.92%
3,335
|
$434,751,000 | 0.44% |
| Dxp Enterprises Inc Com New |
Opened
10,958
|
$398,981,000 | 0.41% |
| Emerson Elec Co Com |
1.35%
4,378
|
$395,772,000 | 0.40% |
| Honeywell Intl Inc Com |
1.27%
1,873
|
$388,710,000 | 0.39% |
| Berkshire Hathaway Inc Del Cl B New |
No change
1,132
|
$386,012,000 | 0.39% |
| Vanguard Dividend Appreciation Etf |
2.69%
2,315
|
$375,959,000 | 0.38% |
| Deere Co Com |
0.11%
905
|
$366,494,000 | 0.37% |
| iShares MSCI ACWI ETF |
0.98%
3,799
|
$364,447,000 | 0.37% |
| iShares Fallen Angels USD Bond ETF |
9.32%
14,295
|
$362,677,000 | 0.37% |
| Chubb Limited Com |
1.26%
1,805
|
$347,595,000 | 0.35% |
| Strategy Shares Nasdaq 7handl Index Etf |
10.87%
17,085
|
$347,330,000 | 0.35% |
| Te Connectivity Ltd Shs |
0.85%
2,455
|
$344,093,000 | 0.35% |
| Ishares Core Sp Small Cap Etf |
27.88%
3,419
|
$340,750,000 | 0.35% |
| Haverty Furniture Cos., Inc. |
55,035.00%
11,027
|
$333,221,000 | 0.34% |
| Kinder Morgan Inc Del Com |
1.39%
18,857
|
$324,717,000 | 0.33% |
| Leggett Platt Inc Com |
1.01%
10,565
|
$312,941,000 | 0.32% |
| Pfizer Inc. |
7.66%
8,406
|
$308,338,000 | 0.31% |
| Olympic Steel Inc. |
5.38%
6,277
|
$307,559,000 | 0.31% |
| Movado Group, Inc. |
Opened
11,463
|
$307,559,000 | 0.31% |
| Heidrick Struggles Intl Inc Com |
Opened
11,539
|
$305,448,000 | 0.31% |
| DMC Global Inc |
27.95%
16,990
|
$301,742,000 | 0.31% |
| Ppl Corp Com |
1.45%
11,073
|
$292,981,000 | 0.30% |
| The Cigna Group Com |
No change
1,030
|
$289,018,000 | 0.29% |
| Pnc Finl Svcs Group Inc Com |
38.35%
2,276
|
$286,675,000 | 0.29% |
| Wp Carey Inc Com |
1.53%
4,182
|
$282,536,000 | 0.29% |
| Vanguard Total Bond Market Etf |
0.10%
3,872
|
$281,456,000 | 0.29% |
| Conocophillips Com |
0.19%
2,691
|
$278,831,000 | 0.28% |
| Wisdomtree Floating Rate Treasury Fund |
1.81%
5,328
|
$268,081,000 | 0.27% |
| Consumer Staples Select Sector Spdr Fund |
10.09%
3,501
|
$259,654,000 | 0.26% |
| El Pollo Loco Hldgs Inc Com |
Opened
29,494
|
$258,662,000 | 0.26% |
| Comtech Telecommunications Cp Com New |
Opened
28,134
|
$257,145,000 | 0.26% |
| M T Bk Corp Com |
1.16%
2,043
|
$252,822,000 | 0.26% |
| Schwab Us Tips Etf |
3.01%
4,742
|
$248,598,000 | 0.25% |
| Vanguard Short-term Bond Etf |
3.84%
3,232
|
$244,242,000 | 0.25% |
| Home Depot, Inc. |
0.39%
777
|
$241,304,000 | 0.25% |
| Genesco Inc. |
26.01%
9,589
|
$240,109,000 | 0.24% |
| Eog Res Inc Com |
Opened
2,077
|
$237,692,000 | 0.24% |
| Vanguard Short-term Treasury Etf |
3.35%
3,723
|
$214,929,000 | 0.22% |
| Spdr Bloomberg Investment Grade Floating Rate Etf |
No change
6,645
|
$203,935,000 | 0.21% |
| Exxon Mobil Corp Com |
10.43%
1,897
|
$203,497,000 | 0.21% |
| Ishares Floating Rate Bond Etf |
No change
4,000
|
$203,280,000 | 0.21% |
| Dutch Bros Inc. |
No change
6,995
|
$199,008,000 | 0.20% |
| Seneca Foods Corp. |
5.47%
6,019
|
$196,701,000 | 0.20% |
| Vanguard International High Dividend Yield Etf |
3.98%
3,111
|
$196,615,000 | 0.20% |
| Energy Select Sector Spdr Fund |
1.13%
2,410
|
$195,584,000 | 0.20% |
| Ishares Msci Usa Value Factor Etf |
5.13%
2,051
|
$192,329,000 | 0.20% |
| Ishares 0-5 Year High Yield Corporate Bond Etf |
54.86%
4,336
|
$179,737,000 | 0.18% |
| Vanguard Growth Etf |
4.52%
570
|
$161,287,000 | 0.16% |
| Alphabet Inc Cap Stk Cl A |
0.74%
1,340
|
$160,398,000 | 0.16% |
| First Trust Morningstar Dividend Leaders Index Fund |
14.56%
4,596
|
$156,295,000 | 0.16% |
| Vanguard Short-term Corporate Bond Etf |
3.39%
1,967
|
$148,823,000 | 0.15% |
| Defiance Quantum Etf |
0.24%
2,879
|
$145,697,000 | 0.15% |
| Starbucks Corp Com |
1.54%
1,451
|
$143,777,000 | 0.15% |
| Vanguard Intermediate-term Treasury Etf |
4.76%
2,403
|
$140,960,000 | 0.14% |
| Boeing Co Com |
No change
666
|
$140,633,000 | 0.14% |
| Visa Inc |
3.18%
579
|
$137,466,000 | 0.14% |
| Coca Cola Co Com |
13.51%
2,183
|
$131,469,000 | 0.13% |
| International Game Technology Shs Usd |
No change
4,100
|
$130,749,000 | 0.13% |
| Vaneck Energy Income Etf |
0.63%
1,929
|
$123,922,000 | 0.13% |
| Hershey Co Com |
0.20%
492
|
$122,939,000 | 0.12% |
| Fidelity Msci Information Technology Index Etf |
6.45%
928
|
$121,236,000 | 0.12% |
| Spdr Ssga Us Large Cap Low Volatility Index Etf |
0.49%
818
|
$114,987,000 | 0.12% |
| Ishares Sp 500 Growth Etf |
No change
1,624
|
$114,460,000 | 0.12% |
| Wells Fargo Co New Com |
1.30%
2,661
|
$113,561,000 | 0.12% |
| Alliancebernstein Hldg L P Unit Ltd Partn |
1.98%
3,356
|
$107,913,000 | 0.11% |
| Schwab U.s. Small-cap Etf |
0.45%
2,443
|
$107,001,000 | 0.11% |
| Citigroup Inc Com New |
0.43%
2,317
|
$106,661,000 | 0.11% |
| Spdr Blackstone Senior Loan Etf |
19.42%
2,518
|
$105,443,000 | 0.11% |
| Tesla Inc |
32.44%
396
|
$103,661,000 | 0.11% |
| Ishares Core Dividend Growth Etf |
0.20%
1,994
|
$102,774,000 | 0.10% |
| Ishares Core Conservative Allocation Etf |
2.37%
2,887
|
$101,738,000 | 0.10% |
| Raytheon Technologies Corp Com |
1.89%
1,037
|
$101,585,000 | 0.10% |
| Invesco Sp Emerging Markets Low Volatility Etf |
20.19%
4,317
|
$101,532,000 | 0.10% |
| Ishares Jp Morgan Usd Emerging Markets Bond Etf |
63.26%
1,125
|
$97,327,000 | 0.10% |
| Tractor Supply Co Com |
6.02%
437
|
$96,621,000 | 0.10% |
| Vanguard Information Technology Etf |
4.00%
216
|
$95,507,000 | 0.10% |
| Unitedhealth Group Inc |
1.02%
198
|
$94,975,000 | 0.10% |
| Shell Plc Spon Ads |
0.78%
1,559
|
$94,131,000 | 0.10% |
| Realty Income Corp Com |
13.31%
1,556
|
$93,030,000 | 0.09% |
| Robo Global Robotics Automation Index Etf |
0.06%
1,580
|
$92,507,000 | 0.09% |
| Ishares U.s. Etf Trust Ishares Gsci Commodity Dynamic Roll Strategy Etf |
17.92%
3,545
|
$92,087,000 | 0.09% |
| Broadcom Inc. |
No change
105
|
$91,080,000 | 0.09% |
| Southern Co Com |
7.89%
1,273
|
$89,429,000 | 0.09% |
| Blackstone Inc |
1.05%
958
|
$89,025,000 | 0.09% |
| Willamette Vy Vineyard Inc Com |
No change
15,574
|
$88,772,000 | 0.09% |
| Schwab 1-5 Year Corporate Bond Etf |
2.86%
1,869
|
$88,338,000 | 0.09% |
| Meta Platforms Inc |
7.07%
303
|
$86,955,000 | 0.09% |
| Philip Morris Intl Inc Com |
0.46%
883
|
$86,235,000 | 0.09% |
| Consolidated Edison, Inc. |
7.02%
927
|
$83,838,000 | 0.09% |
| Ishares Sp 500 Value Etf |
No change
509
|
$82,046,000 | 0.08% |
| Invesco KBW Bank ETF |
0.61%
1,992
|
$81,753,000 | 0.08% |
| VictoryShares US EQ Income Enhanced Volatility Wtd ETF |
4.57%
1,419
|
$81,716,000 | 0.08% |
| Att Inc Com |
63.73%
5,105
|
$81,423,000 | 0.08% |
| Travelers Companies Inc. |
0.67%
454
|
$78,807,000 | 0.08% |
| Valero Energy Corp Com |
0.91%
665
|
$78,043,000 | 0.08% |
| Illinois Tool Wks Inc Com |
0.32%
309
|
$77,390,000 | 0.08% |
| Cintas Corp Com |
No change
154
|
$76,638,000 | 0.08% |
| Vanguard Ftse Emerging Markets Etf |
4.11%
1,818
|
$73,956,000 | 0.08% |
| Aehr Test Sys Com |
No change
1,780
|
$73,425,000 | 0.07% |
| Ford Mtr Co Del Com |
2.99%
4,828
|
$73,050,000 | 0.07% |
| Ishares U.s. Infrastructure Etf |
8.34%
1,846
|
$72,148,000 | 0.07% |
| Spdr Dow Jones Industrial Average Etf Trust |
No change
207
|
$71,288,000 | 0.07% |
| Phillips 66 Com |
0.13%
745
|
$71,051,000 | 0.07% |
| Novo-nordisk A S Adr |
4.36%
439
|
$71,043,000 | 0.07% |
| Comcast Corp New Cl A |
3.74%
1,693
|
$70,354,000 | 0.07% |
| Ishares Core Msci Europe Etf |
2.30%
1,335
|
$70,258,000 | 0.07% |
| NextEra Energy Inc |
0.21%
942
|
$69,898,000 | 0.07% |
| Dollar Gen Corp New Com |
6.39%
410
|
$69,610,000 | 0.07% |
| General Dynamics Corp Com |
0.31%
323
|
$69,420,000 | 0.07% |
| Goldman Sachs Access Treasury 0-1 Year Etf |
No change
670
|
$67,047,000 | 0.07% |
| Ishares Broad Usd High Yield Corporate Bond Etf |
1.72%
1,891
|
$66,746,000 | 0.07% |
| Ishares Global Financials Etf |
1.22%
915
|
$65,470,000 | 0.07% |
| Morgan Stanley Com New |
0.40%
759
|
$64,802,000 | 0.07% |
| Spdr Bloomberg 1-3 Month T-bill Etf |
No change
670
|
$61,519,000 | 0.06% |
| Ishares Core High Dividend Etf |
5.59%
608
|
$61,287,000 | 0.06% |
| Stag Indl Inc Com |
32.06%
1,653
|
$59,310,000 | 0.06% |
| Chord Energy Corporation Com New |
1.86%
383
|
$58,860,000 | 0.06% |
| Republic Svcs Inc Com |
0.26%
382
|
$58,572,000 | 0.06% |
| Ishares Core Sp Mid-cap Etf |
0.46%
220
|
$57,431,000 | 0.06% |
| Utilities Select Sector Spdr Fund |
11.59%
877
|
$57,410,000 | 0.06% |
| Ark Innovation Etf |
No change
1,299
|
$57,343,000 | 0.06% |
| Vanguard Extended Duration Treasury Etf |
5.19%
658
|
$57,292,000 | 0.06% |
| Altria Group Inc. |
9.26%
1,264
|
$57,255,000 | 0.06% |
| Aflac Inc. |
0.37%
804
|
$56,111,000 | 0.06% |
| Willscot Mobil Mini Hldng Corp Com Cl A |
No change
1,116
|
$53,334,000 | 0.05% |
| Spdr Sp 500 Etf Trust |
No change
119
|
$52,818,000 | 0.05% |
| Invesco Sp 500 Equal Weight Etf |
0.29%
351
|
$52,561,000 | 0.05% |
| Franklin Resources, Inc. |
1.05%
1,931
|
$51,565,000 | 0.05% |
| Alphabet Inc Cap Stk Cl C |
0.24%
424
|
$51,291,000 | 0.05% |
| Intel Corp Com |
0.28%
1,413
|
$47,262,000 | 0.05% |
| Ishares 0-5 Year Tips Bond Etf |
8.79%
467
|
$45,579,000 | 0.05% |
| Tjx Cos Inc New Com |
No change
535
|
$45,363,000 | 0.05% |
| American Express Co Com |
4.64%
248
|
$43,272,000 | 0.04% |
| Vanguard Utilities Etf |
0.34%
296
|
$42,081,000 | 0.04% |
| Defiance Next Gen Connectivity Etf |
0.56%
1,246
|
$41,947,000 | 0.04% |
| Unity Software Inc. |
2,421.05%
958
|
$41,596,000 | 0.04% |
| Enterprise Prods Partners L P Com |
1.25%
1,538
|
$40,524,000 | 0.04% |
| Mgm Resorts International Com |
No change
921
|
$40,450,000 | 0.04% |
| American Elec Pwr Co Inc Com |
19.76%
475
|
$39,983,000 | 0.04% |
| Kimberly-clark Corp Com |
2.37%
288
|
$39,726,000 | 0.04% |
| Duke Energy Corp New Com New |
30.55%
441
|
$39,596,000 | 0.04% |
| Invesco Variable Rate Preferred Etf |
No change
1,721
|
$38,292,000 | 0.04% |
| Cardinal Health, Inc. |
0.76%
397
|
$37,498,000 | 0.04% |
| Oneok Inc New Com |
0.17%
602
|
$37,158,000 | 0.04% |
| Invesco DWA Momentum ETF |
0.22%
452
|
$36,597,000 | 0.04% |
| WEC Energy Group Inc |
0.73%
412
|
$36,319,000 | 0.04% |
| Verizon Communications Inc |
1.04%
969
|
$36,054,000 | 0.04% |
| Wisdomtree Emerging Markets Ex-state-owned Enterprises Fund |
0.63%
1,268
|
$35,447,000 | 0.04% |
| Nuveen Esg Dividend Etf |
No change
1,430
|
$34,520,000 | 0.04% |
| Sempra Com |
No change
231
|
$33,631,000 | 0.03% |
| Schlumberger Ltd Com Stk |
0.59%
681
|
$33,458,000 | 0.03% |
| First Trust NASDAQ-100 Equal Weighted Index Fund |
No change
310
|
$33,167,000 | 0.03% |
| Berkley W R Corp Com |
0.37%
542
|
$32,280,000 | 0.03% |
| Ishares Russell 1000 Etf |
No change
132
|
$32,270,000 | 0.03% |
| Ishares National Muni Bond Etf |
No change
302
|
$32,232,000 | 0.03% |
| Mastercard Incorporated |
No change
80
|
$31,495,000 | 0.03% |
| Ishares Msci Usa Momentum Factor Etf |
83.05%
216
|
$31,092,000 | 0.03% |
| Alerian Mlp Etf |
1.16%
784
|
$30,757,000 | 0.03% |
| Bp Plc Sponsored Adr |
52.36%
870
|
$30,694,000 | 0.03% |
| Global X Silver Miners Etf |
0.09%
1,152
|
$29,936,000 | 0.03% |
| Invesco Aerospace Defense Etf |
0.29%
351
|
$29,652,000 | 0.03% |
| Cameco Corp Com |
No change
944
|
$29,576,000 | 0.03% |
| The Trade Desk Inc Com Cl A |
No change
380
|
$29,344,000 | 0.03% |
| Pimco Active Bond Etf |
No change
317
|
$29,044,000 | 0.03% |
| International Business Machs Com |
No change
213
|
$28,502,000 | 0.03% |
| Lkq Corp Com |
0.63%
482
|
$28,112,000 | 0.03% |
| IQ MacKay Municipal Insured ETF |
No change
1,160
|
$28,084,000 | 0.03% |
| First Trust Nasdaq Artificial Intelligence Robotics Etf |
0.16%
615
|
$28,075,000 | 0.03% |
| Entergy Corp New Com |
1.07%
284
|
$27,686,000 | 0.03% |
| Ishares Russell Mid-cap Growth Etf |
No change
280
|
$27,056,000 | 0.03% |
| Cactus Inc |
0.31%
638
|
$27,000,000 | 0.03% |
| Ishares Convertible Bond Etf |
16.51%
349
|
$26,660,000 | 0.03% |
| Hartford Multifactor Developed Markets (ex-us) Etf |
23.80%
1,012
|
$26,630,000 | 0.03% |
| Financial Select Sector Spdr Fund |
95.75%
788
|
$26,566,000 | 0.03% |
| Jetblue Awys Corp Com |
3.46%
2,987
|
$26,465,000 | 0.03% |
| Franco Nev Corp Com |
0.55%
183
|
$26,059,000 | 0.03% |
| Devon Energy Corp New Com |
7.60%
538
|
$26,009,000 | 0.03% |
| Ishares Silver Trust |
No change
1,224
|
$25,569,000 | 0.03% |
| General Electric Co Com New |
No change
232
|
$25,504,000 | 0.03% |
| Us Bancorp Del Com New |
No change
769
|
$25,415,000 | 0.03% |
| Rivian Automotive, Inc. |
4.14%
1,509
|
$25,140,000 | 0.03% |
| Tecnoglass Inc Ord Shs |
0.21%
485
|
$25,065,000 | 0.03% |
| Ishares U.s. Medical Devices Etf |
19.60%
443
|
$25,025,000 | 0.03% |
| Target Corp Com |
No change
189
|
$24,929,000 | 0.03% |
| Southern Copper Corp Com |
1.47%
346
|
$24,826,000 | 0.03% |
| Nuveen Municipal Credit Inc Fd Com Sh Ben Int |
1.14%
2,128
|
$24,816,000 | 0.03% |
| Gabelli Equity Tr Inc Com |
2.78%
4,211
|
$24,421,000 | 0.02% |
| Steris Plc Shs Usd |
0.93%
108
|
$24,314,000 | 0.02% |
| Ross Stores, Inc. |
No change
215
|
$24,108,000 | 0.02% |
| Enerplus Corp Com |
0.36%
1,662
|
$24,047,000 | 0.02% |
| Spdr Portfolio Aggregate Bond Etf |
No change
931
|
$23,619,000 | 0.02% |
| Blackrock Short Maturity Bond Etf |
1.07%
474
|
$23,576,000 | 0.02% |
| Global X Robotics Artificial Intelligence Etf |
7.20%
812
|
$23,328,000 | 0.02% |
| Keysight Technologies Inc |
No change
139
|
$23,276,000 | 0.02% |
| Vaneck Ig Floating Rate Etf |
4.17%
920
|
$23,230,000 | 0.02% |
| Ishares Msci Kld 400 Social Etf |
0.36%
275
|
$23,157,000 | 0.02% |
| Ishares 10-20 Year Treasury Bond Etf |
2.80%
208
|
$22,985,000 | 0.02% |
| Texas Instrs Inc Com |
No change
126
|
$22,683,000 | 0.02% |
| Hf Sinclair Corp Com |
No change
504
|
$22,483,000 | 0.02% |
| Sysco Corp Com |
0.68%
298
|
$22,100,000 | 0.02% |
| Honda Motor Ltd Amern Shs |
2.82%
723
|
$21,913,000 | 0.02% |
| Cadence Design System Inc Com |
No change
93
|
$21,810,000 | 0.02% |
| Csx Corp Com |
0.16%
632
|
$21,563,000 | 0.02% |
| Paycom Software Inc |
No change
67
|
$21,549,000 | 0.02% |
| Church Dwight Co Inc Com |
No change
213
|
$21,349,000 | 0.02% |
| Clorox Co Del Com |
1.52%
134
|
$21,283,000 | 0.02% |
| Rio Tinto Plc Sponsored Adr |
3.55%
321
|
$20,484,000 | 0.02% |
| Sturm Ruger Co Inc Com |
No change
386
|
$20,452,000 | 0.02% |
| Hancock John Pfd Income Fd Ii Com |
0.67%
1,355
|
$20,449,000 | 0.02% |
| Royal Caribbean Group 4.25 06/15/2023 |
Closed
20,000
|
$20,260,000 | |
| Ishares Esg Advanced Msci Usa Etf |
1.41%
561
|
$20,171,000 | 0.02% |
| Global X Sp 500 Covered Call Etf |
No change
484
|
$19,868,000 | 0.02% |
| First Trust Us Equity Opportunities Etf |
No change
224
|
$19,785,000 | 0.02% |
| Essential Utils Inc Com |
No change
491
|
$19,596,000 | 0.02% |
| Diageo Plc Spon Adr New |
No change
111
|
$19,256,000 | 0.02% |
| Vale S A Sponsored Ads |
121.08%
1,395
|
$18,717,000 | 0.02% |
| Netflix Inc. |
31.25%
42
|
$18,501,000 | 0.02% |
| Micron Technology Inc. |
0.34%
292
|
$18,446,000 | 0.02% |
| Ishares Core Moderate Allocation Etf |
No change
455
|
$18,387,000 | 0.02% |
| Enbridge Inc |
0.82%
493
|
$18,325,000 | 0.02% |
| Voya Glbl Eqty Div Prem Opp Com |
1.80%
3,560
|
$18,297,000 | 0.02% |
| Black Stone Minerals L P Com Unit |
2.91%
1,130
|
$18,026,000 | 0.02% |
| Service Corp Intl Com |
No change
274
|
$17,698,000 | 0.02% |
| Vertex Pharmaceuticals, Inc. |
No change
50
|
$17,596,000 | 0.02% |
| First Trust TCW Opportunistic Fixed Income ETF |
1.02%
396
|
$17,502,000 | 0.02% |
| Amplify Blackswan Growth Treasury Core Etf |
No change
680
|
$17,496,000 | 0.02% |
| Fedex Corp Com |
No change
70
|
$17,444,000 | 0.02% |
| Clean Harbors, Inc. |
No change
106
|
$17,430,000 | 0.02% |
| Technology Select Sector Spdr Fund |
No change
100
|
$17,386,000 | 0.02% |
| NiSource Inc |
36.25%
633
|
$17,313,000 | 0.02% |
| Pimco Short Term Municipal Bond Active Etf |
No change
340
|
$16,840,000 | 0.02% |
| Pimco Intermediate Municipal Bond Active Etf |
No change
320
|
$16,589,000 | 0.02% |
| Fidelity Low Volatility Factor Etf |
No change
325
|
$16,286,000 | 0.02% |
| Ishares Esg Advanced Total Usd Bond Market Etf |
0.79%
382
|
$16,249,000 | 0.02% |
| Crown Castle Inc |
0.71%
142
|
$16,159,000 | 0.02% |
| American Wtr Wks Co Inc New Com |
No change
113
|
$16,131,000 | 0.02% |
| Becton Dickinson Co Com |
No change
60
|
$15,899,000 | 0.02% |
| Lamb Weston Hldgs Inc Com |
179.59%
137
|
$15,796,000 | 0.02% |
| Companhia Paranaense Energ Cop Spon Ads |
0.05%
1,822
|
$15,684,000 | 0.02% |
| Ishares Short-term National Muni Bond Etf |
No change
150
|
$15,606,000 | 0.02% |
| Advanced Micro Devices Inc. |
8.00%
135
|
$15,378,000 | 0.02% |
| Paypal Hldgs Inc Com |
No change
226
|
$15,081,000 | 0.02% |
| D.R. Horton Inc. |
19.42%
123
|
$14,974,000 | 0.02% |
| Autozone Inc. |
No change
6
|
$14,960,000 | 0.02% |
| Disney Walt Co Com |
8.33%
165
|
$14,768,000 | 0.02% |
| Salesforce Inc |
16.95%
69
|
$14,577,000 | 0.01% |
| Prudential Finl Inc Com |
No change
165
|
$14,556,000 | 0.01% |
| Nike, Inc. |
No change
131
|
$14,500,000 | 0.01% |
| First Trust Global Tactical Commodity Strategy Fund |
0.96%
632
|
$14,389,000 | 0.01% |
| Teledyne Technologies Inc |
No change
35
|
$14,389,000 | 0.01% |
| Ishares U.s. Energy Etf |
0.60%
334
|
$14,310,000 | 0.01% |
| General Mtrs Co Com |
8.85%
369
|
$14,229,000 | 0.01% |
| T-Mobile US Inc |
10.87%
102
|
$14,168,000 | 0.01% |
| First Trust Low Duration Opportunities ETF |
1.02%
296
|
$14,122,000 | 0.01% |
| Posco Holdings Inc Sponsored Adr |
1.07%
189
|
$14,002,000 | 0.01% |
| JPMorgan Equity Premium Income |
No change
250
|
$13,833,000 | 0.01% |
| Citizens Finl Group Inc Com |
1.78%
515
|
$13,434,000 | 0.01% |
| UFP Industries Inc |
0.73%
138
|
$13,405,000 | 0.01% |
| Vaneck Gold Miners Etf |
0.23%
445
|
$13,388,000 | 0.01% |
| Ishares Msci Mexico Etf |
No change
213
|
$13,244,000 | 0.01% |
| Spdr Sp Dividend Etf |
No change
108
|
$13,239,000 | 0.01% |
| Ishares Msci Usa Size Factor Etf |
0.94%
107
|
$13,150,000 | 0.01% |
| Cia Energetica De Minas Gerais Sp Adr N-v Pfd |
No change
4,972
|
$13,076,000 | 0.01% |
| Dycom Inds Inc Com |
No change
115
|
$13,070,000 | 0.01% |
| Amdocs Ltd Shs |
Opened
132
|
$13,048,000 | 0.01% |
| Medtronic Plc Shs |
32.42%
148
|
$13,027,000 | 0.01% |
| Blackrock U.s. Carbon Transition Readiness Etf |
3.95%
263
|
$12,841,000 | 0.01% |
| Southstate Corporation Com |
1.05%
193
|
$12,723,000 | 0.01% |
| Ishares Esg Aware Msci Usa Small-cap Etf |
0.29%
348
|
$12,373,000 | 0.01% |
| Sprott Physical Gold Silver Tr Unit |
No change
685
|
$12,344,000 | 0.01% |
| Gsk Plc Sponsored Adr |
No change
343
|
$12,225,000 | 0.01% |
| Invesco Preferred Etf |
20.15%
1,070
|
$12,166,000 | 0.01% |
| Axis Cap Hldgs Ltd Shs |
Closed
223
|
$12,158,000 | |
| Packaging Corp Amer Com |
1.10%
92
|
$12,157,000 | 0.01% |
| Cemex Sab De Cv Spon Adr New |
Closed
2,186
|
$12,089,000 | |
| Ishares Global Tech Etf |
0.52%
192
|
$11,935,000 | 0.01% |
| Enphase Energy Inc |
610.00%
71
|
$11,891,000 | 0.01% |
| Autodesk Inc. |
480.00%
58
|
$11,867,000 | 0.01% |
| Theratechnologies Inc 5.75 06/30/2023 |
No change
12,000
|
$11,820,000 | 0.01% |
| Triton Intl Ltd Cl A |
Closed
184
|
$11,632,000 | |
| Invesco Qqq Trust Series I |
No change
31
|
$11,452,000 | 0.01% |
| Invesco Ltd Shs |
Closed
697
|
$11,431,000 | |
| Toyota Motor Corp Ads |
8.97%
71
|
$11,413,000 | 0.01% |
| Intuitive Surgical Inc Com New |
No change
33
|
$11,284,000 | 0.01% |
| Nvent Electric Plc Shs |
Closed
260
|
$11,164,000 | |
| Allstate Corp Com |
0.99%
102
|
$11,163,000 | 0.01% |
| Perrigo Co Plc Shs |
Closed
308
|
$11,048,000 | |
| Consumer Discretionary Select Sector Spdr Fund |
98.31%
65
|
$11,038,000 | 0.01% |
| Janus Henderson Group Plc Ord Shs |
Closed
411
|
$10,949,000 | |
| Delta Air Lines Inc Del Com New |
53.33%
230
|
$10,934,000 | 0.01% |
| Dominion Energy Inc |
24.19%
210
|
$10,876,000 | 0.01% |
| Cdw Corp Com |
Opened
59
|
$10,827,000 | 0.01% |
| Adobe Systems Incorporated Com |
No change
22
|
$10,758,000 | 0.01% |
| Warby Parker Inc. |
No change
920
|
$10,755,000 | 0.01% |
| Industrial Select Sector Spdr Fund |
No change
100
|
$10,732,000 | 0.01% |
| First Trust Value Line Dividend Index Fund |
0.76%
266
|
$10,681,000 | 0.01% |
| Bank Nova Scotia Halifax Com |
Closed
212
|
$10,676,000 | |
| Schwab 5-10 Year Corporate Bond Etf |
0.83%
242
|
$10,657,000 | 0.01% |
| Toronto Dominion Bk Ont Com New |
Opened
171
|
$10,604,000 | 0.01% |
| Vanguard Health Care Etf |
No change
43
|
$10,554,000 | 0.01% |
| Canadian Imperial Bk Comm Toro Com |
5.73%
247
|
$10,542,000 | 0.01% |
| Bhp Group Ltd Sponsored Ads |
Opened
176
|
$10,502,000 | 0.01% |
| Ishares Sp Mid-cap 400 Growth Etf |
No change
140
|
$10,500,000 | 0.01% |
| Ishares U.s. Healthcare Providers Etf |
2.50%
41
|
$10,381,000 | 0.01% |
| Canon Inc Sponsored Adr |
Closed
459
|
$10,213,000 | |
| Arch Cap Group Ltd Ord |
Opened
133
|
$9,955,000 | 0.01% |
| Proshares Sp 500 Dividend Aristocrats Etf |
0.96%
105
|
$9,857,000 | 0.01% |
| Gilead Sciences, Inc. |
No change
126
|
$9,729,000 | 0.01% |
| Gabelli Util Tr Com |
2.30%
1,423
|
$9,648,000 | 0.01% |
| Alexandria Real Estate Eq Inc Com |
No change
85
|
$9,647,000 | 0.01% |
| Ishares Preferred Income Securities Etf |
1.97%
310
|
$9,593,000 | 0.01% |
| Ishares Esg Aware 1-5 Year Usd Corporate Bond Etf |
1.48%
400
|
$9,564,000 | 0.01% |
| First Trust Large Cap Growth AlphaDEX Fund |
No change
94
|
$9,553,000 | 0.01% |
| Invesco Db Agriculture Fund |
No change
453
|
$9,548,000 | 0.01% |
| First Trust Developed Markets Ex-US AlphaDEX Fund |
2.26%
181
|
$9,282,000 | 0.01% |
| Idacorp, Inc. |
No change
90
|
$9,234,000 | 0.01% |
| Thor Inds Inc Com |
1.14%
89
|
$9,234,000 | 0.01% |
| Invesco Dynamic Biotechnology Genome Etf |
No change
150
|
$9,193,000 | 0.01% |
| Spdr Nyse Technology Etf |
No change
65
|
$9,070,000 | 0.01% |
| Ares Capital Corp Com |
1.06%
478
|
$8,984,000 | 0.01% |
| First Trust Capital Strength ETF |
0.85%
119
|
$8,955,000 | 0.01% |
| Crowdstrike Holdings Inc |
50.00%
60
|
$8,812,000 | 0.01% |
| Teradyne, Inc. |
1.30%
78
|
$8,727,000 | 0.01% |
| First Trust Large Cap Value AlphaDEX Fund |
0.78%
129
|
$8,625,000 | 0.01% |
| Spdr Sp 600 Small Cap Growth Etf |
No change
110
|
$8,466,000 | 0.01% |
| Columbia Sportswear Co Com |
No change
109
|
$8,419,000 | 0.01% |
| Ishares Esg Aware Msci Em Etf |
40.18%
265
|
$8,367,000 | 0.01% |
| Waters Corp Com |
Opened
31
|
$8,263,000 | 0.01% |
| Knight-swift Transn Hldgs Inc Cl A |
0.68%
148
|
$8,225,000 | 0.01% |
| Pioneer Nat Res Co Com |
Opened
40
|
$8,212,000 | 0.01% |
| Credit Suisse Group Sponsored Adr |
Closed
9,162
|
$8,152,000 | |
| Intuit Com |
No change
17
|
$7,841,000 | 0.01% |
| iShares Morningstar Growth ETF |
No change
125
|
$7,793,000 | 0.01% |
| Janus Henderson Short Duration Income Etf |
38.02%
163
|
$7,790,000 | 0.01% |
| Marten Trans Ltd Com |
0.29%
343
|
$7,381,000 | 0.01% |
| Spdr Bloomberg Short Term High Yield Bond Etf |
No change
297
|
$7,336,000 | 0.01% |
| Ishares Iboxx $ Investment Grade Corporate Bond Etf |
1.52%
67
|
$7,279,000 | 0.01% |
| Spdr Sp Kensho Final Frontiers Etf |
0.61%
166
|
$7,257,000 | 0.01% |
| Generac Hldgs Inc Com |
166.67%
48
|
$7,158,000 | 0.01% |
| Agilent Technologies Inc. |
No change
59
|
$7,095,000 | 0.01% |
| Spdr Bloomberg High Yield Bond Etf |
99.69%
77
|
$7,086,000 | 0.01% |
| Lithium Amers Corp New Com New |
Closed
300
|
$6,528,000 | |
| Stellantis N.v Shs |
3.05%
372
|
$6,522,000 | 0.01% |
| First Trust Tactical High Yield ETF |
1.88%
163
|
$6,465,000 | 0.01% |
| Quanta Svcs Inc Com |
No change
32
|
$6,286,000 | 0.01% |
| United Parcel Service, Inc. |
133.33%
35
|
$6,274,000 | 0.01% |
| Invesco Dividend Achievers ETF |
No change
164
|
$6,270,000 | 0.01% |
| PetIQ Inc |
No change
411
|
$6,235,000 | 0.01% |
| Ge Healthcare Technologies Inc Common Stock |
34.48%
76
|
$6,174,000 | 0.01% |
| Warner Bros Discovery Inc Com Ser A |
13.43%
490
|
$6,140,000 | 0.01% |
| iShares International Treasury Bond ETF |
99.73%
155
|
$6,136,000 | 0.01% |
| Amcor Plc Ord |
Closed
532
|
$6,055,000 | |
| Ishares Esg Aware Usd Corporate Bond Etf |
56.74%
263
|
$5,981,000 | 0.01% |
| Electronic Arts, Inc. |
No change
46
|
$5,966,000 | 0.01% |
| Shopify Inc |
No change
90
|
$5,814,000 | 0.01% |
| Digital Rlty Tr Inc Com |
No change
51
|
$5,807,000 | 0.01% |
| Qorvo Inc |
No change
56
|
$5,714,000 | 0.01% |
| Constellation Brands, Inc. |
No change
23
|
$5,661,000 | 0.01% |
| Columbia Bkg Sys Inc Com |
30.85%
278
|
$5,632,000 | 0.01% |
| Coinbase Global Inc Com Cl A |
Closed
83
|
$5,608,000 | |
| Conagra Brands Inc |
1.22%
166
|
$5,601,000 | 0.01% |
| Ishares 5-10 Year Investment Grade Corporate Bond Etf |
0.92%
110
|
$5,578,000 | 0.01% |
| Taiwan Semiconductor Mfg Ltd Sponsored Ads |
120.00%
55
|
$5,551,000 | 0.01% |
| Valmont Inds Inc Com |
No change
19
|
$5,530,000 | 0.01% |
| Southwest Airls Co Com |
No change
152
|
$5,504,000 | 0.01% |
| Gabelli Multimedia Tr Inc Com |
3.52%
823
|
$5,410,000 | 0.01% |
| United States Stl Corp New Com |
16.22%
215
|
$5,377,000 | 0.01% |
| First Trust Alternative Absolute Return Strategy ETF |
1.06%
190
|
$5,344,000 | 0.01% |
| Ishares Msci India Etf |
No change
122
|
$5,331,000 | 0.01% |
| Yum Brands Inc. |
No change
38
|
$5,265,000 | 0.01% |
| Sprott Physical Silver Tr Tr Unit |
No change
673
|
$5,243,000 | 0.01% |
| Overstock Com Inc Del Com |
No change
158
|
$5,146,000 | 0.01% |
| Global X Uranium Etf |
0.42%
237
|
$5,140,000 | 0.01% |
| Barrick Gold Corp Com |
1.00%
302
|
$5,105,000 | 0.01% |
| Keycorp Com |
2.23%
551
|
$5,090,000 | 0.01% |
| Lumentum Hldgs Inc Com |
No change
89
|
$5,049,000 | 0.01% |
| Synaptics Inc |
1.72%
59
|
$5,037,000 | 0.01% |
| Sprott Uranium Miners Etf |
No change
150
|
$5,036,000 | 0.01% |
| Ishares Russell Mid-cap Value Etf |
No change
45
|
$4,943,000 | 0.01% |
| AMGEN Inc. |
No change
22
|
$4,884,000 | 0.00% |
| Ishares Msci Usa Esg Select Etf |
No change
52
|
$4,869,000 | 0.00% |
| First Trust Water Etf |
1.85%
55
|
$4,851,000 | 0.00% |
| Twist Bioscience Corp Com |
No change
235
|
$4,808,000 | 0.00% |
| Marvell Technology Inc |
No change
80
|
$4,794,000 | 0.00% |
| C3.ai Inc |
1,714.29%
127
|
$4,627,000 | 0.00% |
| Granite Constr Inc Com |
No change
116
|
$4,614,000 | 0.00% |
| Ark Genomic Revolution Etf |
No change
135
|
$4,602,000 | 0.00% |
| First Trust Consumer Discretionary Alphadex Fund |
1.22%
83
|
$4,561,000 | 0.00% |
| Amplify Transformational Data Sharing Etf |
No change
200
|
$4,550,000 | 0.00% |
| Cerence Inc |
No change
145
|
$4,238,000 | 0.00% |
| Uber Technologies Inc |
157.89%
98
|
$4,231,000 | 0.00% |
| Direxion Daily Homebuilders Supplies Bull 3x Shares |
Opened
55
|
$4,188,000 | 0.00% |
| Parker-hannifin Corp Com |
10.00%
11
|
$4,104,000 | 0.00% |
| Royal Gold, Inc. |
No change
35
|
$4,028,000 | 0.00% |
| Dow Inc |
No change
75
|
$3,995,000 | 0.00% |
| Vanguard Value Etf |
No change
28
|
$3,979,000 | 0.00% |
| Ebay Inc. Com |
No change
88
|
$3,948,000 | 0.00% |
| Fifth Third Bancorp Com |
No change
150
|
$3,932,000 | 0.00% |
| HP Inc |
1.59%
128
|
$3,924,000 | 0.00% |
| Pulte Group Inc Com |
Opened
50
|
$3,884,000 | 0.00% |
| MetLife, Inc. |
No change
67
|
$3,788,000 | 0.00% |
| Fiserv, Inc. |
40.00%
30
|
$3,785,000 | 0.00% |
| Carnival Corp Common Stock |
100.00%
200
|
$3,766,000 | 0.00% |
| Ishares Msci Israel Etf |
No change
70
|
$3,751,000 | 0.00% |
| Ishares Esg Aware Us Aggregate Bond Etf |
Opened
79
|
$3,726,000 | 0.00% |
| Vaneck Intermediate Muni Etf |
No change
80
|
$3,686,000 | 0.00% |
| Cummins Inc. |
No change
15
|
$3,677,000 | 0.00% |
| Marriott Intl Inc New Cl A |
Opened
20
|
$3,674,000 | 0.00% |
| Golden Ocean Group Ltd Shs New |
No change
484
|
$3,654,000 | 0.00% |
| Haleon Plc Spon Ads |
29.61%
428
|
$3,587,000 | 0.00% |
| Align Technology, Inc. |
Opened
10
|
$3,536,000 | 0.00% |
| Occidental Pete Corp Com |
Opened
60
|
$3,528,000 | 0.00% |
| Snowflake Inc. |
Opened
20
|
$3,520,000 | 0.00% |
| Wyndham Hotels Resorts Inc Com |
No change
50
|
$3,429,000 | 0.00% |
| Ishares Core Msci Eafe Etf |
2.04%
50
|
$3,405,000 | 0.00% |
| Marketaxess Hldgs Inc Com |
99.49%
13
|
$3,398,000 | 0.00% |
| Welltower Inc. |
No change
42
|
$3,397,000 | 0.00% |
| Zillow Group Inc Cl C Cap Stk |
42.55%
67
|
$3,367,000 | 0.00% |
| Wisdomtree Managed Futures Strategy Fund |
Closed
100
|
$3,356,000 | |
| Block Inc |
2.04%
50
|
$3,329,000 | 0.00% |
| First Trust Enhanced Short Maturity ETF |
1.85%
55
|
$3,296,000 | 0.00% |
| Ferrari N V Com |
Opened
10
|
$3,252,000 | 0.00% |
| Sprouts Fmrs Mkt Inc Com |
148.57%
87
|
$3,196,000 | 0.00% |
| American Airls Group Inc Com |
50.85%
178
|
$3,193,000 | 0.00% |
| Performance Food Group Co Com |
No change
53
|
$3,193,000 | 0.00% |
| Health Care Select Sector Spdr Fund |
4.35%
24
|
$3,186,000 | 0.00% |
| Collegium Pharmaceutical Inc |
99.49%
147
|
$3,159,000 | 0.00% |
| Spdr Portfolio Long Term Treasury Etf |
1.92%
106
|
$3,157,000 | 0.00% |
| Invesco High Yield Equity Dividend Achievers ETF |
0.62%
163
|
$3,127,000 | 0.00% |
| Acushnet Hldgs Corp Com |
Closed
61
|
$3,107,000 | |
| Ennis Inc. |
No change
152
|
$3,098,000 | 0.00% |
| Rollins, Inc. |
No change
72
|
$3,084,000 | 0.00% |
| No transactions found in first 500 rows out of 752 | |||
| Showing first 500 out of 752 holdings | |||
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